HomeMy WebLinkAbout2001 NS County Mgr - Smith Middle School Use and Lease Agreement01/31/2001 10:58 9199187346 ZONING &INSPECTIONS
STATE OF NORTH CAROLINA DEVELOPMENT A
COUNTY OF ORANGE JOINT USE AGREI
THIS . AGREEMENT, made and entered into by and between the Toa
North Caroline, a North Carolina municipal corporation, 301 West Main Street,
Carolina 27510 (hereinafter referred to as the "Town'), the County of Orange, a
PAGE 02
of Carrboro,
rboro, North
>rth Carolina
municipal corporation, 200 S. Cameron Street, Hillsborough, North Carolina 2727 (hereinafter
referred to as the "County"), and the Chapel Hill- Canboro City Board of
administrative unit under the laws of the State of North Carolina, Lincoln Center,
Mill Road, Chapel Hill, North ` Carolina 27516 (hereinafter referred to as 1
Education "), for the joint use and maintenance of facilities to be built by the
on property leased by the County, hereinafter referred to as the "R.D. and
Middle School" (the "School Site').
WHEREAS, the parties to this Agreement are public bodies, politic and
the laws of the State of North Carolina; and
WHEREAS, the parties are vested with the power and authority to own and
estate for recreational and other public purposes; and
WHEREAS, the Board of Education is in the process of finalizing
construction of the Smith Middle School and appurtenant recreational fields on the
and
WHEREAS, the Board of Education, the County and the Town recognize
be mutual benefits and cost savings associated with a cooperative effort to
facilities for shared use; and
WHEREAS, the Board of Education, the County and the Town have
a, a school
1 S. Merritt
"Board of
Education
P. Smith
under
real
for the
School Site;
there may
recreational
each other
and have determined that their respective interests may be furthered if an additional) recreational
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01/31 /2001 10:58 9199187346
ZONING &INSPECTIONS
field and related amenities for joint use are developed at the School Site
the construction of the Smith Middle School; and
WHEREAS, the Board of Education, the County and the Town have r
for additional public athletic fields, and particularly soccer fields, that can be
governmental and private organizations to program and expand recreational i
area; and
WHEREAS, the Board of Education, the County and the Town agree that
of the recreational fields and parking lots at the Chapel Hill High School, Seawel
School and Smith Middle School would benefit the citizens of Carrboro and Orange
WHEREAS, the laws of the State of North Carolina provide that the parties hereto
and agree, each with the other, for the joint use of facilities for the stated public purl
WHEREAS, in furtherance of the aforesaid, the parties hereto do propose to contra
for a period of thirty (30) years, to jointly use and mutually operate recreation
appurtenant facilities all of which are to be constructed by the Hoard of Educ
School Site; and
WHEREAS, the implementation of this Agreement would fulfill substant
Education, County and Town needs, and be of significant mutual benefit to the
PAGE 03
4
ineously with
zed the need
available for
wities in the
nmunity use
Elementary
County; and
nay contract
oses; and
ct and agree
1 fields and
tion on the
al Board of
rties hereto,
and to the public generally;
WHEREAS, it is understood by the parties that the land on which the cific fields
referred to herein are to be located is owned by the University of North Carolina Chapel Hill
and is State property, that the land on which the fields referred to herein are to
leased to the Orange County Commissioners for the specific purpose of providing a
for the School Site, and that all agreements between the parties will be subject to t
lease agreements and rights of the State of North Carolina and the University of
at Chapel Hill but in no event shall the County's and the Town's access to the
2
located is
itional land
underlying
th Carolina
occer field
01/31/2001 10:58 9199187346
ZONING &INSPECTIONS
identified as Field 3b in this Agreement, once constructed, be denied or limited
of this Agreement; and,
WHEREAS, the Board of Education has or expects to have control of
owned by the University of North Carolina at Chapel Hill which is to be leased
County Commissioners for use by the Chapel Hill- Carrboro City Schools, and h
- that the leasing arrangement has been approved by the Board of Trustees of the
North Carolina at Chapel Hill and currently awaits approval by the Council of 5
Plan to construct new recreational and athletic fields on the property which will be
the lease, and that the development of the fields referred to herein is specificall
upon the final execution and approval of that lease by the Council of State, the
North Carolina at Chapel Hill, the Orange County Commissioners, and the Chapel
City Board of Education.
NOW, THEREFORE, in consideration of the foregoing and of the mutual
obligations set forth herein, the receipt and sufficiency of which is hereby
parties agree as follows:
1.
The Board of Education plans to improve existing recreational and athletic fields an
new fields at the Smith Middle School site. By this Agreement, the Board of Educai
construct an additional recreational field on a portion of the Smith Middle School
situated in the Town of Carrboro. The additional recreational field and the genera
the site of all planned fields are more particularly depicted as fields numbered 1, 3a,
the Overall Site Plan annexed to this Agreement as Schedule A. The add
specifically one of the two soccer fields and is identified on Schedule A as Field
and contingent on the Board of Education obtaining such governmental approvals,
funding as may be required by applicable state and local laws and ordinances for the
of the recreational fields, the recreational fields which are the subject of
3
PAGE 04
inu the term
id currently
the Orange
represented
niversity of
te, that the
Le subject of
conditioned
niversity of
ill- Canboro
and
the
canoe:
to construct
Dn agrees to
ite which is
location at
fb, and 4 on
nal field is
Subject to
)ermits, and
:onstruction
Agreement
S
01/31/2001 10:58 9199187346
ZONING &INSPECTIONS
PAGE
(collectively referred to herein as the "Fields") are a softball/baseball field (Schedule
A. Field 1),
two soccer /practice fields (Schedule A, Fields 3a and 3b) and six (6) tennis courts
(Schedule A,
Field 4).
It is the intention of the Board of Education to complete construction of
a Fields and
begin use thereof at the earliest possible time. In this connection, irrigation systems
and sod are
- planned for installation on recreational Fields 1 and 3a. The Board of Education agrees
to install
an irrigation system and sod on Field 3b, the cost of such installation to be paid by
the Board of
Education. In consideration for these improvements, Field 3b will be available
r use by the
Board of Education during all days that school is in session until the end of the
gular school
day. The parties agree that Field 3b shall be available for Town use commencing at
4:00 p.m. on
days that school is in session.
(a) ' Li is for Evening Dams: The parties hereto, either jointly
or, if one of
them decides to do so, independently, may purchase and install conduits and/or
'ghts at any
Field or Fields either during the initial field construction or anytime in the future.
(b) Miscellaneous Amenitie s: The Board of Education will provide
a backstop,
dugout area and bench, and perimeter fence for the softball/baseball field (Schedule
A, Field 1),
a scoreboard and two professional quality soccer goals for each of the soccer fields
Schedule A.
Fields 3a and 3b), sufficient bench space to seat two full soccer teams at each
f the soccer
fields (Schedule A, Fields 3a and 3b), a minimum of four (4) trash receptacles,
and toilet
facilities. The Board of Education will seek donations of an electronically operatal
scoreboard
from a private third party. Provided, however, that if the Board of Education cannot
find such a
third party to donate an electronically operated scoreboard, the Board of Education
is under no
obligation to provide an electronically operated scoreboard.
2. F =ent of County and Town Contributions to Construction Costs.
Upon the
completion of the construction work and installation of amenities described above it
accordance
with a Conditional Use Permit to be reviewed by the Town for this project, the CoUnty
and the
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01/31/2001 10:58 9199187346 ZONING &INSPECTIONS PAGE 06
Town will each pay to the Board of Education the sum of Seventy -Five Thousand ($75,000)
Dollars, for a combined total contribution of One Hundred Fifty Thousand Dol s ($150,000),
said sum to be applied to the cost of the construction of Field 3b by the Board of ation at the
School Site.
3. Joint Use Of Recreational Fields: The Board of Education agrees I hat the Town
and the County shall have the right to use Field 3b at all times when school is n t in session.
Additionally, the Town and the County may use Fields 1, 3a, and 4 when said Fie ds are not in
use by the Board of Education, in accordance with the Board of Education's genei d policy and
procedure for use of school facilities by non - school entities in effect at the time of the proposed
use of the Fields. The parties understand and agree that the Town and the County will work
together to coordinate programming of the use of the Fields when school is not in session and
that the Town will be the lead entity for programming such use and communiciring with the
Board of Education regarding the same.
The Board of Education, the County and the Town will make the soccer ficRds available
for use on a Fall weekend each year for a community festival for the Hispanic population,
provided that the event be scheduled at least sixty (60) days in advance to allow for program
planning by the Town, and the County. Minor alterations in the schedule for use of the Fields
Use may be made; from time to time, by representatives of the parties without fonnal approval
of the parties as long as such alterations and the name of the representative a7ng such
alterations are documented in writing.
4. Utilities. Maintenance and Upkeep
The Board of Education shall be responsible for, and shall bear the full
and routine maintenance of the Fields, including sod and irrigation facilities.
associated with extraordinary maintenance and repair of the portion of the
servicing Field 3b, including labor, supplies and materials, shall be divided e
k
t of, upkeep
wever, costs
system
among the
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01/31/2001 10:58 9199187346
ZONING &INSPECTIONS
PAGE 07
parties. The Board of Education will not undertake or contract for such extraordinary
maintenance and repairs of Field 3b without the prior consent of the Town and the ounty.
(a) As set forth in paragraph 1(a), the Town and the County, or either of them, may,
at their own cost and expense, install and maintain lights at one or more of the Fields. The party
or parties installing lights at the Field(s) shall be responsible for the maintenance and upkeep of
the light system. The Board of Education may use the light system, provided that the Board of
Education shall document its time of usage and, if the Board of Education uses the light system
for more than ten (10) hours per year, the Board of Education shall contribute toward the annual
maintenance and repair costs in proportion to its use of the lights.
(b) Each party shall be responsible for its own lining or marling requirements. The
parties agree to use only non-toxic and non - corrosive products for maintaining, linir g or marking
Field 3b, in accordance with the Town's Least Toxic Integrated Pest Management P licy.
5. Joint Use of Par ' Area and Plsygmund: The Board of Education agrees that
the public shall have use of the parking lots and recreational facilities at Chap el Hill High
School, Smith Middle School and Seawell Elementary School.
6. Provision for Town Summer Ca= or Similar Program. The F' lds maybe
reserved for a Town summer, camp or Town programs, during the months of June, July and
August, when school is not in session. Such reservation shall be made in writing by the Town to
the Board of Education or its designee, on or before April 1 of the year in which the Town
Proposes to conduct a camp or programs at the School Site. It is understood that the Fields will
require Periods when activities will not be scheduled in order to provide ti me for turf
rejuvenation. Reservation and use of fields will be scheduled accordingly.
In the event-the Board of Education determines that the Smith Middle Scholol should be
operated as a year round school, the Town and County may schedule
intercessions of such year round school when the school is not in session.
during the
01/3112001 10:58 9199187346 ZONING &INSPECTIONS PAGE 08
7• Availability of Snub Mid 1 School Site: The Town and the County
understand that due to possible construction delays, the Smith Middle School site, including
Fields 3b, may not be available for :immediate use when the school opens as scheduled for the
2001 -02 school year, and agree that any delay in use due to construction shall not constitute a
breach of this Agreement. Provided, however, that such delay in use shall not exceed two (2)
year from the date that the Smith Middle School opens to students.
8. Waiver of S Izatimanmirance: The Board of Education agrees to maintain
fire, extended coverage, and vandalism and malicious mischief insurance on the premises and on
personal property of the Board of Education contained therein to the extent of its l insurable
value; the Town shall do the same with respect to its property located in or on the premises. The
parties hereby mutually release and discharge each from all claims or liabilities arising from or
caused by fire or other casualty covered by the above insurance on the premises, c r property in
or on the premises.
9. Casualty and Liability nsuMce: It is understood and agreed by and between
the parties hereto that each party shall carry such casualty and liability insurance will protect
its interests in said facilities, and protect itself in the event of injury to persons or property
involved in the use of said premises by said party. Each party shall furnish to th other party
upon demand, satisfactory evidence of insurance. .
10. emni : Each party hereto shall, to the extent allowed by law, indemnify
and hold harmless and defend the other parties , their agents and employees from any claims,
cost, expense, liability, action or judgment, including attorney's fees, arising out of or related to
any personal injury, death or property damage with respect to its use of the premix s, except to
the extent the same are caused by the negligence or misconduct of another party or p
11. Use by Other Parties: It is understood and agreed hereto that the parties shall
endeavor to make the Fields available to other interested groups and public bodies when not in
conflict with the program of the parties hereto, upon such terms and conditions as the party
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01/31/2001 10:58 9199187346 ZONING &INSPECTIONS PAGE 09
entitled to use of the Fields pursuant to this Agreement may, in its sole discretion, establish.
The Town may make Field 3b available to, and co- sponsor events and programs with, other
interested parties during times reserved for use by the Town.
12. Amnts: This Agreement may be amended by mutual wri agreement if
the Board of Education, the County and the Town.
13. I=: This agreement shall exist and continue for a period of thity (30 ears
)Y
beginning September 1, 2001 and ending August 31, 2031. Provided, however, tb at the parties
will review this Agreement on or about September 1, 2001, and every five (5) yearsl thereafter, to
determine whether the Agreement is operating in a manner that is satisfactory to the parties. If
any party believes that changes in circumstances have substantially affected the rights and
responsibilities of the parties under this Agreement, that party may initiate an in- th review of
the Agreement for the purpose of re- negotiating the terms and conditions of this A peement. In
the event of such an in -depth review, the parties will in good faith re- negotiate a terms and
conditions of this Agreement to accommodate the changes in the circumstances of ti a parties and
to maximize joint use of the facilities. A change in the terms of this Agreement bas upon such
re- negotiation shall not constitute a breach of this Agreement.
14, governmental ApMval s; Nothing in this Agreement shall be ronstrued as
waiving, modifying or granting any local government permits or approvals w 'ch may be.
necessary for the development and/or construction of any facilities or improvements in the
Town. The Board of Education is responsible for seeldng and obtaining such local government
approvals as may be necessary for the work.
15. Entire A r went: This Agreement constitutes the entire Agrelment of the
parties hereto.
IN WITNESS WHEREOF, the parties to this Agreement have duly and validly approved
it and caused it to be executed in their behalf by the undersigned agents.
This the ! S day of _ Z-Fr-MU-s r 4
9
10
I _._
01/31/2001 10:58 9199187346
TOWN OF CARRBORO
W. Morgan, Town ger 1.11
Attest: .��pZ%•»'
Sarah C. Williamson
Approved as to form and authorization:
ZONING &INSPECTIONS
This agreement has been pre -ai
manner required by the Local (
Budget and Fiscal Co " Act.
C" &/V'_ L. Bingham Menigk, Pinaj& l
Michael B. Brough, Town Attomey
CHAPEL HILL - CARRBORO BOARD OF EDUCATION
Nicolas Didow, Chair
Attest:
Valerie Foushee, Vice -Chair
ORANGE COUNTY
Stephen Halkiotis, Chair
Attest:
Barry Jacobs,,Vice -Chair
9
PAGE 10
in the
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01131/2001 10:58 9199187346 ZONING &INSPECTIONS PAGE 11
1. Whereas the Orange County Commissioners (County), the Town of Carr
(Town) and the Chapel Hill- Carrboro Board of Education (the Board) en
a separate agreement to construct athletic field 3b at the Smith Middle Sc
to be primarily set aside for recreational use by the Town and County.
2. Since the making of said agreement, additional costs have been discovers
construction of this field because it will be partially located in a drainage
Carrboro. Town of Carrboro ordinances requires enhancements to the dr
way. The cost of such enhancements was not addressed in the original aE
3. Recognizing that the Board of Education is constructing athletic field 3b
primary benefit of the Town and County, the Town and County agree to
reimburse the Board for all costs incurred in complying with the Town of
Carrboro's ordinances pertaining to enhancements of the drainage way ul
written notification of the total amount by the Board of Education. The c
this work are estimated to be $83,000. The Town shall pay 50% of such
($41,500) and the County shall pay 50% of such costs ($41,500). The
reimbursement shall occur not later than the 2001 -2002 fiscal year.
4. This memorandum of understanding hereby amends the Development
Use Agreement dated January 25, 2001 entered into by the Town of C�
Orange County and the Board of Education. To the extent that any prc
this agreement conflicts with any provision of the prior agreement, the
in this agreement controls.
IN WITNESS WHEREOF, the parties of this Agreement have duly and validly
it and caused it to be executed in their behalf by the undersigned agents.
This the 360- day of ^ 2001.
EL L- CARRBO O BOARD OF EDUCATION
Nicolas Didow, Chair
Attest.'
Valarie Foushee, Vice -Chair
:red into
Lool site
I for the
vay in
inage
,eement.
)r the
)n
sts for
Dsts
Joint
)ro,
on of
12
01/31/2001 10:58 9199187346 ZONING &INSPECTIONS PAGE 12
I
ORANGF,CO NTy
Stephen HaUdotis, Chair
Attest:
Barry Jacobs, Vice -Chair
AWN OF CAMBO O
)74 CA
Ro W. Morgan
2
This agreement has been pre -au
manner required by the Local
Government Budget and Fiscal.
Control Act
t
L. Bingham nick. Finan r.
in the
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Recommendations of the School /Parks Reserve Committee
May 6, 1999
(revised 11/22/99, adopted 12/7/99)
On May 4, the Board of Commissioners appointed members Margaret Brown and Barry Jacobs
as a committee to discuss the proposed school /park combination projects raised at the May 4
meeting and the potential use of the School /Parks Reserve Fund.
The Committee met with Finance Director Ken Chavious and Environment and Resource
Conservation Director David Stancil on May 6. At this meeting, the committee agreed to develop
both short -term recommendations on the disposition toward the school /park proposals on the
table, and long -term recommendations for the future of the reserve fund.
On November 22, 1999, the Board of Commissioners discussed the report recommendations
and revised the report with updated information. The updated report is as follows:
Short- Term /Current Proiects
A. The two projects mentioned on May 4 should be handled as follows to meet the needs of the
community:
1. The Board has decided not to pursue the Northern Orange Elementary site
because the Orange County Schools did not hold clear title to the land.
2. The Board has decided that the Smith Middle School field project in Chapel
Hill - Carrboro should be pursued, but is on hold pending review by the N.C.
Department of Public Instruction on lease arrangements.
A. These needs can best be met without tapping into the School /Parks Reserve Fund.
B. The following criteria should be used in evaluating funding for these or other short-term
school /park requests:
1. As an incentive to assist the Towns in meeting parks needs, County funding of Town
park projects (including school/Town park combinations) would be offered on a 1:1
matching basis.
2. The land in question for a proposed school /park co- location must be owned by a
governmental entity before County funds are committed.
3. County funding contributions should not be made for parks design or planning, unless
County funds are used to complete the project. Any such funding is subject to
approval of the Board of County Commissioners, and a designated representative of
the Board should be involved in the design /planning process, as the Board deems
appropriate.
D. Funding for the expanded Smith Middle School / Carrboro Park arrangement should be
addressed through use of the remaining moneys from the parks bond for facility
development. The County should offer to match the cost of this proposal with a like amount
1 `b
from the Town of Carrboro. The estimated project cost is $450,000, which would translate
into $225,000 each from Carrboro and Orange County. The Board has decided in concept to
pursue a first phase of this project with $75,000 provided by the Town of Carrboro and with
a $75,000 match from the County. Before this money is appropriated, however, the County
should receive and approve a written proposal concerning this project and its associated
costs.
Long -Term / Reserve Fund Recommendations
As of December 1, 1999, the School /Parks Reserve Fund balance is $2.38 million, with $2.24
million in revenue to the fund and $0.14 million in accrued interest. The fund has received one -
cent on the tax base each year in revenue, which translates into an estimated $682,000 in FY
99 -00. In June, the Board changed the future funding allocation from one cent to 1/3 cent on
the tax base per year, with 2/3 cent going to county capital facilities needs.
A. It is recommended that the School /Parks Reserve not be used for the current needs, and
instead be designated for longer -term land acquisition needs, with the following parameters:
1. The creation of the Parks Council is currently deferred pending discussion of the Joint
Master Recreation and Parks Work Group report.
2. The interest accumulated in the Reserve Fund should be available for possible use to
address facility development needs not addressed through bonds or other means.
There is currently an estimated $147,000 in interest accrued to this fund. However,
County funding assistance for facility development should be contingent the Board of
Commissioners having a say in the development of the site and that value
engineering is pursued for the project.
3. The existing $2.24 million in the fund (minus the interest above) should be retained
for future land acquisition. Bond funds and other sources should be used for facility
development.
4. In the interest of maintaining maximum flexibility for the Board of Commissioners, the
school /recreation nexus need not always be readily apparent at the time of
acquisition.
5. The Committee recommended that future one -cent allocations to this fund be split
and re- allocated as follows:
a. 50% to County capital facility needs (this will amount to
approximately $341,000 in FY 99 -00)
b. b. 50% retained for land acquisition in the reserve
fund (also $341,000 in FY 99 -00)
Note: In June, the board changed the future funding allocation from one cent to 1/3
cent on the tax base per year, with 2/3 cent going to county capital facilities needs.