HomeMy WebLinkAboutAgenda - 03-03-2011 - 4e REVISED 313111-ABSTRACT ONLY
SEE BOLD IN TABLES-PAGES 2&3 1
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: March 3, 2011
Action Agenda
Item No. + - e,
SUBJECT: Public Trail Easement and Triangle Land Conservancy Funding Request for the
Brumley Forest Nature Preserve; and Approval of Budget Amendment#7-C
DEPARTMENT: Environment, Agriculture, PUBLIC HEARING: (Y/N) No
Parks and Recreation
(DEAPR)
ATTACHMENTS: INFORMATION CONTACTS:
Letter from TLC President David Stancil, 245-2510
Map of Property Rich Shaw, 245-2514
Draft Public Trail Easement
PURPOSE: To consider the acceptance of a public trail easement through the Triangle Land
Conservancy's Brumley Forest Nature Preserve and a request from Triangle Land Conservancy
for funding assistance for its "Brumley Forest" acquisition in May 2010.
BACKGROUND: In May 2010, Triangle Land Conservancy (TLC) completed a multi-year
negotiation with the Zeist Foundation in Atlanta to acquire 613 acres of land along New Hope
Church Road and Old NC 10 in Chapel Hill and Eno townships.
The property had been owned by George and Julia Brumley, who died tragically in a 2003
airplane crash. Title to the land transferred to the family's private foundation in Atlanta. The
landholding was one of the largest privately-held properties in Orange County. Stony Creek, a
major tributary of the Eno River, runs through the property and is one of several conservation
values (including identified prime forest) present on the site.
TLC purchased the property with over $4 million accumulated from state grant funds, private
donors, and the City of Raleigh's Upper Neuse Clean Water Initiative. The property, now known
as "Brumley Forest," was purchased as a bargain sale, with the Zeist Foundation donating
about half of the appraised market value.
As is standard practice, TLC will apply for property tax exemption. However, because the sale
took place in mid-year of 2010, a property tax bill for 2010 was generated including rollback
taxes from the use value tax status. A total of $216,000 in rollback taxes were paid by the
buyers and sellers at the closing. As a result, TLC was left with a prorated share of property tax
of $50,000. TLC as a non-profit entity does not qualify for use value taxation, and it is this
amount that has been requested from the Lands Legacy Program by the TLC President.
The County considered participating in the purchase of the Brumley Forest property in 2008, but
opted against becoming a funding partner due to the anticipated high cost of the proposed
2
purchase. The Board at that time did, however, indicate a willingness to consider funding
assistance in some smaller capacity if the land were acquired.
The Board considered the TLC request at an October 12, 2010 work session. The Board spoke
favorably toward providing funding assistance, but only if TLC would allow public access to the
property and the County were granted an interest in the property. The County Attorney
suggested that the County be granted a conservation easement that would achieve both of
those objectives. The Board directed staff and the County Attorney to work with TLC on such a
proposal for Board consideration.
County staff met with TLC representatives in January to discuss potential options. TLC
explained it had already negotiated a conservation easement with the Zeist Foundation and the
Eno River Association, which will restrict activities on portions of 613-acre property that are not
suitable for public access. The parties decided to craft an easement for a public trail corridor
that would help implement multiple County objectives, including the approved NC Mountains-to-
Sea Trail corridor plan, which envisions a spur trail through the Brumley Forest property, and
the Stony Creek Small Area Plan (part of the Orange County Comprehensive Plan), which
envisioned a portion of this property as a possible park site.
A map of the Brumley Forest property is attached along with a draft public trail easement. The
specific route of the trail corridor has not yet been delineated, but it will traverse the property
along the same general route as the Stony Creek corridor. The TLC board will consider the
draft public trail easement for approval on March 16.
FINANCIAL IMPACT: The County would receive a public trail easement at a cost of $50,000 to
help offset the cost of property taxes and use value rollback taxes (three years, prorated). The
County's source of funds would be Payment-in-Lieu funds since this project would provide
public access for recreation and open space. The site falls within the Chapel Hill Township
District for payment-in-lieu funds, which has a balance of $73,184. Budget Amendment #7-C
will transfer $50,000 from the Payment-in-Lieu fund (Chapel Hill Township District) to the
Conservation Easements Project.
Budget Amendment# 7-C for Parks and Open Space Subdivision Payment-in-Lieu Fund
Revenues: Fund Balance Applied $ 50,000
Expenditures: Transfer to County Capital Projects $ 50,000
Conservation Easements:
Project#20006
Revenues for this project:
FY 2010-11 FY2010-11 FY 2010-11
CURRENT Corrections Revised
Sales Tax & Dedicated $12,944 $12,944
Property Tax
Private Placement 590,632 590,632
Grant Funds 322,000 322,000
Transfer from Other Funds 1 1 $50,000 50,000
Total Project Funding $925,576 $50,000 $975,576
3
A ppropriated for this project:
FY 2010-11 FY2010-11 FY 2010-11
CURRENT Corrections Revised
Volpe Easement $31,000 $31,000
Breeze Farm Easement 502,000 502,000
Brumley Forest $50,000 50,000
Unallocated 392,576 1 392,576
Total Costs $925,576 $50,000 1 $975,576
RECOMMENDATION(S): The Manager recommends that the Board authorize the acceptance
of the public trail easement from the Triangle Land Conservancy and authorize the Chair and
the Clerk to sign the easement agreement, subject to final review by staff and the County
Attorney, with a closing and recordation of the document expected to occur on or before March
31, 2011. The Manager also recommends the Board approve Budget Amendment #7-C and
authorize the payment of $50,000 to Triangle Land Conservancy to help offset costs to acquire
the Brumley Forest Nature Preserve.