HomeMy WebLinkAboutAgenda - 06-15-2010 - 4wREVISION — 6/15/10
Abstract - Page 3 — Revision in Bold
Attachments 1 and 4
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: June 15, 2010
Action Agenda
Item No. 4 - w
SUBJECT: Appropriate Funds to Existing County Capital Projects and Transfer Funds to
the County Capital Reserve Fund
DEPARTMENT: Financial Services PUBLIC HEARING: (YIN) No
ATTACHMENT(S):
Attachment 1: Recreation and Parks
Facilities — Twin Creeks
Park Capital Project
Ordinance
Attachment 2: Blackwood Farm Capital
Project Ordinance
Attachment 3: Homestead Community
Center Repairs Capital
Project Ordinance
Attachment 4: Lands Legacy Capital
Project Ordinance
INFORMATION CONTACT:
Clarence Grier, (919) 245 -2453
Michael Talbert, (919) 245 -2153
PURPOSE: To appropriate County Capital Fund Balance to provide $1,429,470 of funding for
four projects with a shortfall, and $200,000 to be transferred to the County Capital Reserve
Fund.
BACKGROUND: The Board of County Commissioners was presented a two year plan on
February 3, 2009 related to School and County Capital Projects. The plan was to fund a $5.9
million dollar shortfall from the General Fund. A total of $4.2 million dollars has been
appropriated from the General Fund, $3.5 million in Fiscal Year 2008/2009 and $7 million in
Fiscal Year 2009/2010. The remaining $1.7 million was approved by the BOCC on May 18,
2010.
CURRENT SITUTATION: The Board first took action to implement the two -year plan to correct
the shortfall in the County Capital Projects Fund on February 3, 2009. After the initial
appropriation of $3.5 million from the General Fund, staff was given direction to take those
actions necessary to reallocate available funding to correct the project shortfalls.
Staff proceeded to reallocate resources between projects without the approval of the BOCC,
and these projects were closed once adequate funding was available at the end of Fiscal Year
2008/2009. This staff action left four County Capital projects with a shortfall of $1,429,470.
The shortfall did not exist before action was taken to close projects in Fiscal Year 2008/2009.
2
Three of these projects are still active, with only the Homestead Community Center Project
having been completed. The total shortfall for these four projects is $1,429,470.
Proiects with a Shortfall
Twin Creeks Park (funded with 2003 Alternative Financing) $ 900,000.
Blackwood Farms (From County Parks Reserve) $ 400,000
Homestead Community Center (project over budget) $ 17,834
Lands Legacy (2004 2/3 "s Bonds) $ 111,636
Total Shortfall $1,429,470
The County has an existing project in the County Capital Projects Fund designated as
"Unallocated ". The purpose of the project is to accumulate unallocated revenues that are
dedicated to the County Capital Projects Fund but not yet appropriated to any one project.
There are $1,020,133 of unallocated resources in this project that can be appropriated for
capital needs.
Summary of Available Resources
13 Active Projects with Available Balances to be Closed $ 760,527
3 Projects set up as Reserves to be Closed $ 111,755
3 Projects with Available Balances to be Transferred $ 825,000
26 Completed Projects Closed 5/18/10 $ 245,560
Unallocated Revenues Sales Tax Revenues $285,733
Interest Income $734,400 $1,020,133
Total Available Resources $2,962,975
FINANCIAL IMPACT: The appropriation unallocated revenues combined with funds from
closed projects will provide a total of $2,962,975 available to fund future County Capital
priorities. A total of $1,429,470 is needed to fund the four projects with a shortfall, $150,000 is
recommended to be transferred to the County Capital Reserve without designation, $50,000 is
recommended to be transferred to the County Capital Reserve to be reserved for Library
Facilities and $200,000 (included in the 2010/2011 annual budget) is recommended to be
transferred to County Capital Projects and $1,133,505 will remain available for future County
Capital priorities.
RECOMMENDATION(S): The Manager recommends the Board:
1. Appropriate $1,020,133 from Unallocated Resources and $409,337 from the
Fund Balance of the County Capital Projects Fund to fund the $1,429,470
shortfall; and
2. Appropriate $200,000 from the Fund Balance of the County Capital Projects
Fund to the County Capital Reserve Fund, $150,000 without reservation and
$50,000 to be reserved for Library Facilities.
3. Approve the amendments to four Capital Project Ordinances, Attachments 1 -4.
REVISED 6/14/10 of P ;?o 10 - v 5-7
Attachment 1
Recreation and Parks Facilities — Twin Creeks Park
Capital Project Ordinance
Be it ordained by the Orange County Board of County Commissioners that pursuant to
Section 13.2 of Chapter 159 of the General Statutes of North Carolina, the following
capital project is hereby adopted.
Section 1. The project authorized provides funds to construct a district park located
on County -owned property near the intersection of Old Highway 86 and
Eubanks Road in Chapel Hill. Plans include renovations to the house and
barn located on the property, installation of water and sewer infrastructure
and construction of playing fields, nature trails and a picnic area
surrounding an existing pond. The BOCC approves transferring $300,000
of this project to the Unallocated Project Account to be closed as of June
30, 2010. The BOCC approves the appropriation of $900,000 ($734,400
interest income & $165,600 sales tax revenues) to cover the shortfall in
this project to replace Alternative Financing as of June 30, 2010.
Section 2. The officers of the County are hereby directed to proceed with the project
within the budget contained herein.
Section 3. The following revenue is anticipated to complete this project:
Section 4. The following amount is appropriated for this project:
As of 6 -15-10
Agenda Item
4. V.
Amonded
Agenda Item
4. W.
Through FY 2009-
10
Sales Tax
$0
$165,600
$165,600
2001 Bonds
$550,000
$0
$550,000
Alternative Finance
$1,000,000
($900,000 )
$100,000
Interest Income
$0
$734,400
$734,400
Transfer from Soccer
Superfimd 2001
Bonds
1 $0
$0
$0
Total Fundingl
$1,550,000
$0
$1,550,000
Section 4. The following amount is appropriated for this project:
4
As of 6 -15-10
Agenda Item
4.V.
Amended
Agenda Item
4.W.
Through FY
2009 -10
Land/Building
$50,814
$0
$50,814
Site Development
$45,000
$0
$45,000
Construction
$1,454,186
$0
$1,454,186
Other
$0
$0
$0
Total Costs
$1,550,000
$0
$1,550,000
4
5
Section 5. This ordinance shall be in effect from the original date of adoption, March
24, 2003, until the project is complete and closed by the BOCC.
Adopted this 15th day of June 2010.
Attachment 2 OR Q_ 0 5
Blackwood Farm
Capital Project Ordinance
Be it ordained by the Orange County Board of County Commissioners that pursuant to
Section 13.2 of Chapter 159 of the General Statutes of North Carolina, the following
capital project is hereby adopted.
Section 1. The project authorized provides funds for the purchase of the Blackwood
Farm property and to stabilize preserve existing structures on the
property. The BOCC approves the appropriation of $400,000 from County
Capital Projects Fund Balance to replace transfer from County Capital
Reserve Fund.
Section 2. The officers of the County are hereby directed to proceed with the project
within the budget contained herein.
Section 3. The following revenue is anticipated to complete this project:
Section 4. The following amount is appropriated for this project:
Land/Building
FY 2009 -10
Amended
June 15, 2010
Through FY
2010 -11
1997 Bonds
$100,000
$0
$100,000
2001 Bonds
$760,050
$0
$760,050
2004 Two-Thirds Net Debt
$75,000
$0
$75,000
Transfer from General Fund
$416,885
$0
$416,885
County Capital _Fund Balance
$400,000
$400,000
Transfer from County Capital
Reserve
$1,100,000
($400,000)
$700,000
Total Funding
$2,451,935
$0
$2,451,935
Section 4. The following amount is appropriated for this project:
Land/Building
$2,102,519
$0
$2,102,519
Planning /Architect/Engineedng
$70,970
$0
$70,970
Equipment
$3,649
$0
$3,649
Construction
$274,797
$0
$274,797
Total Costsl
$2,451,935
1 $0
1 $2,451,935
Section 5. This ordinance, originally adopted on December 11, 2001 shall be in effect
until the project is complete and closed by the BOCC.
Adopted this 15th day of June 2010
oRO- ao� -os�
Attachment 3 7
Homestead Community Center Repairs
Capital Project Ordinance
Be it ordained by the Orange County Board of County Commissioners that pursuant to Section
13.2 of Chapter 159 of the General Statutes of North Carolina, the following capital project is
hereby adopted.
Section 1.The project authorized provides funds to connect the Homestead Community
Center to Orange Water and Sewer Authority sewer lines. Proceeds from the 2004
two- thirds net debt reduction bonds will finance the authorized project. The BOCC
approves the appropriation of $17.834 (sales tax revenues) to cover the shortfall in
this project.
Section 2.The officers of the County are hereby directed to proceed with the project within the
budget contained herein.
Section 3.The following revenue is anticipated to complete this project:
Section 4.The following amount is appropriated for this project:
Through FY
2008 -09
Amended
June 15 2010
Through FY
2009 -10
Sales Tax
$0
$17,834
$17,834
1997 Bond Funds
$0
$0
$0
2004 Two - Thirds Net Debt
$167,634
$0
$167,634
Grant Funds
$0
$0
$0
Fees
$0
$0
$0
Other
$0
$0
$0
Total Funding
$167,634
$17,834
1 $185,468
Section 4.The following amount is appropriated for this project:
Section 5. This ordinance shall remain in effect from July 1, 2000 until the project is complete
and closed by the BOCC.
Adopted this 15th day of June 2010.
Through FY
2008-09
Amended June
152010
Through FY
2009 -10
L.andBuilding
$0
$0
\
Design
$0
$0
$0
Constnrtion
$0
$0
$0
Other
$167,634
$17,834
$185,468
Total Costs
$167,634
$17,834
$185,468
Section 5. This ordinance shall remain in effect from July 1, 2000 until the project is complete
and closed by the BOCC.
Adopted this 15th day of June 2010.
REVISED 6/14/10
Attachment 4
Lands Legacy
Capital Project Ordinance
Be it ordained by the Orange County Board of County Commissioners that pursuant to
Section 13.2 of Chapter 159 of the General Statutes of North Carolina, the following
capital project is hereby adopted.
Section 1. The project authorized provides funds to protect identified natural areas
and prime forestlands, and preserve critical cultural and archaeological
sites. In addition funds may be used to acquire lands for future park sites,
Section 2.
Section 3.
Section 4.
farmland conservation easements, and nature preserves. The BOCC
approves transferring $450,000 of this project to the Unallocated Project
Account to be closed as of June 30, 2010. The BOCC approves the
appropriation of $111,636 ($102,299 sales tax revenues and $9,337
County Capital Projects Fund Balance) to replace 2001 Bond Funds.
The officers of the County are hereby directed to proceed with the project
within the budget contained herein.
The following revenue is anticipated to complete this project:
The following amount is appropriated for this project:
As of 6 -15-10
Agenda Item
4. V.
Amended
Agenda Item
4. W.
Through FY
2009 -10
Sales Tax
$3,516,016
$102,299
$3,618,315
1997 Bonds
$2,700,000
$0
$2,700,000
2001 Bonds
$5,250,000
($111,636)
$5,138,364
2004 Two - Thirds Net Debt
$300,000
$0
$300,000
Grant Funds
$421,950
$0
$421,950
Debt Financing
$2,800,000
$0
$2,800,000
Other(Transfer from Other
Funds & Fund Balance)
$2,241,611
$9,337
$2,250,948
Total Funding
$17,229,577
$0
$17,229,577
The following amount is appropriated for this project:
Section 5. The following amounts have been transferred to other County Capital
Projects:
As of 6 -15-10
Agenda Item
4. V.
Amended
Agenda Item
4. W.
Through FY
2009 -10
Land/Building
$15,521,564
$0
$15,521,564
Design
$0
$0
$0
Construction
$0
$0
$0
Eno River Confluence Property
$250,000
$0
$250,000
Kirby Property
$1,458,013
$0
$1,458,013
Total Costsl
$17,229,577
$0
$17,229,577
Section 5. The following amounts have been transferred to other County Capital
Projects:
wt
Section 6. The following budget remains in the project:
Original Budget (see Section 4 above)
Through FY
Amended
Through FY
Total Project Budget
2009 -10
June 15, 2010
2009 -10
Transfer to Conservation
Easements Capital Project
$143,000
$0
$143,000
Transfer to New Hope Preserve
Capital Project
$298
$0
$298
Transfer to Millhouse Road Park
Project
$188,712
$0
$188,712
Transfer to Seven Mile Creek
Preserve Capital Project
$151,000
$0
$151,000
Total Transfersl
$483,010
1 $0
1 $483,010
Section 6. The following budget remains in the project:
Original Budget (see Section 4 above)
$17,229,577
Less Transfers to Other Projects (see Section 5 above)
($483,010)
Total Project Budget
$16,746,567
Section 7. This ordinance shall be in effect from the original date of adoption, March
24, 2003 until the project is complete and closed by the BOCC.
Adopted this 15th day of June 2010.