HomeMy WebLinkAboutMinutes - 20070329APPROVED 5/3/2007
MINUTES
ORANGE COUNTY BOARD OF COMMISSIONERS
ASSEMBLY OF GOVERNMENTS
March 29, 2007
The Orange County Board of Commissioners met in regular session for an Assembly of
Governments meeting on Thursday, March 29, 2007 at 7:30 p.m. at the Southern Human
Services Center in Chapel Hill, North Carolina.
COUNTY COMMISSIONERS PRESENT:., Commissioners Valerie P. Foushee, Alice M.
Gordon, Barry Jacobs and Mike Nelson
COUNTY COMMISSIONERS ABSENT: Chair Moses Carey, Jr.
COUNTY ATTORNEYS PRESENT: Geoffrey Gledhill
COUNTY STAFF PRESENT: County Manager Laura Blackmon and Assistant County
Manager Gwen Harvey and Clerk to the Board Donna S. Baker (All other staff members will be
identified appropriately below}
CHAPEL HILL TOWN COUNCIL MEMBERS PRESENT: Mayor Kevin C. Foy and
Council Members Sally Greene, Mark Kleinschmidt, Jim Ward, Bill Strom, Bill Thorpe, and Cam
Hill
CHAPEL HILL TOWN COUNCIL MEMBERS ABSENT: Ed Harrison and Laurin Easthom
CARRBORO BOARD OF ALDERMEN MEMBERS PRESENT: Mayor Mark Chilton and
Aldermen Joal Hall Broun, Dan Coleman, Randee Haven-O'Donnell, and Jacquelyn Gist
CARRBORO BOARD OF ALDERMEN MEMBERS ABSENT: Alex Zaffron and John
Herrera
HILLSBOROUGH TOWN COMMISSIONERS PRESENT: Mayor Tom Stevens and
Council Members Frances Dancey, Brian Lowen, Michael Gering, and Eric Hallman
HILLSBOROUGH TOWN COMMISSIONERS ABSENT: Evelyn Lloyd
NOTE: All other participants are listed in the text as appropriate.
NOTE: ALL DOCUMENTS REFERRED TO IN THESE MINUTES ARE IN THE
PERMANENT AGENDA FILE IN THE CLERK'S OFFICE.
Call to Order and Introductions
Commissioner Jacobs said that Chair Carey is ill tonight.
Commissioner Jacobs said that he just attended a meeting of the Animal Shelter Design
Committee, and he asked staff to give a brief presentation.
Ellen Weinstein and Jim Compton from Dixon and Weinstein were present.
Ellen Weinstein said that this is a unique opportunity to bring together three functions of
Animal Services -the animal shelter in Chapel Hill, Animal Control in Hillsborough, and
Administration in downtown Chapel Hill. The design committee has been meeting since
January and there is a needs assessment report where each phase and requirements are listed.
The proposed building is 21,000 square feet and will be just south on Eubanks Road. The goals
of the building are to see it as an animal resource center. She said that the building would be
designed with high standards for sustainability.
She said that there is a very aggressive schedule with the planning process with Chapel
Hill. The plan is to be in the building by December 2008 and construction will begin December
2007. She said that the staff has been incredible in accommodating this expedited review.
Commissioner Jacobs painted out that the timeline is driven by the fact that the
University has told the County to be off of its property by December 2008.
Sustainable Economic Development
a. Update on EDC Strategic Plan and Overview of Work Plan for 2007-2008
Economic Development Director Dianne Reid distributed a copy of the EDC's strategic
plan. She said that the process began in January 2004 with an Economic Summit. This led to
the formation of four work groups -Business Climate, Infrastructure, Workforce Development,
and Quality of Place.
Overview of Orange County Economic Vision
Overall Goal:
Create 5,000 new private sector jobs and increase the assessed value of non-residential
property by $125 million in Orange County by June 2010
Business-focused strategies:
Business Climate: Publiclprivate partnerships will have farmed to create a stronger business
climate and Orange County will have a clear set of guidelines, standards, and procedures
designed to sustain and nurture existing businesses, encourage entrepreneurship, and attract
targeted employers.
Infrastructure: Infrastructure will be in place to support the County's economic development
goals of increasing the commercial tax base and retaining and attracting targeted businesses.
{Main goal to work with Durham to get water and sewer in Eno EDD).
lNarker-focused strategies:
Workforce Development: Effective systems will be in place to train and support residents and
those who work in Orange County. At least 75 percent of new jabs in the County -for both new
and expanding businesses -will be filled by County residents.
Quality of Place: Orange County will have thriving partnerships ensuring that the County is a
great place to live and work, attracting and retaining the creative community of innovators,
artists, and civic leaders that will drive the desired economy.
Dianne Reid said that, comparing 2005 to 2004, there was a net increase in private
sector jobs of 915. In terms of tax base, the commercial tax base increased by $48 million from
2004 to 2005.
b. Discussion of Economic Development throughout the County
Dan Coleman said that the Carrboro Board of Aldermen sent a letter to Orange County
about the State of the Local Economy Breakfast. He said that their position is that it is wrong to
have this breakfast an a weekday from 7:15-9:00 a.m. when a small portion of the citizens are
able to attend, and it is wrong to charge $30 for citizens. He said that the local economy
belongs to everyone and this event should be more inclusive.
Commissioner Jacobs asked if there was a suggestion far the timing.
Jacquelyn Gist said that her pet peeve is that there are meetings that are scheduled far
the elite because they are during the day and they exclude the public. She said that there are
fewer and fewer elected officials who have 8-5 jobs, and one of the reasons for this is significant
meetings during working hours.
Dan Coleman suggested looking at the meeting schedules of all jurisdictions.
Jaal Hall Broun said that she is glad that this is on the agenda because they need to talk
about the economic goals and if they are in line with the desired outcome. She said that
Orange County does a good job of producing housing. The schools are the attraction, but the
housing does not pay for the schools or for enough recreation. She said that none of the
jurisdictions are rich, but the people that live in them are, and money is tight for the jurisdictions.
She thinks that they should all start planning on how to fund future schools. She thinks that
there needs to be another revenue tax source because the citizens are going to say that they
have had enough and that the burden is too high. Her suggestion is that if they are going to
discuss increasing the number of jobs and the assessed value of non-residential property, then
there needs to be specificity about haw this is going to be done. She said that Carolina North is
untaxed property and there is only a certain amount of revenue that is going to come out of that.
Randee-Haven O'Donnell said that the map is ensuring that the economic development
districts are on the major corridor between RTP and Greensboro. She said that this is an the
exit highway and this concerns her because it creates a strip mall mentality, which does not go
with the environmental principles of Orange County.
Eric Hallman encouraged the municipalities to participate in the Economic Development
Commission because they need the input.
Mayor Stevens said that it is good to see the job trend changing. He asked Dianne Reid
to speak to the Durham Tech satellite campus in Orange County. Dianne Reid said that the
hope is to use the campus as a way for people to have careers in Orange County and to see
that there are meaningful blue-collar jobs here also.
Mayor Stevens said that his Board approved increasing commercial space at the
Waterstone Development, and there will be some constraints. He said that there would not be
all box stores at Waterstone. He encouraged the County to use the incubator space to build
local businesses. He said that there is a module of flex space and distribution.
Commissioner Jacobs said that the County is trying to have an incubator area around
Cornelius RoadIUS 70. This is the area around Fairview. He said that this could also be a
relocation area for those moving out of the Daniel Boone complex.
Mark Chilton asked Dianne Reid to speak to the issue about whether this is an
automobile oriented plan. Dianne Reid said that the EDD's were created in the 1990's and they
may have been auto-driven then, but the regulations have been changed in the Hillsborough
EDD. The EDDs are becoming more mixed use (housing nearby, etc.) so that there would not
be an RTP type of model.
Brian Lowen said that he thought that the EDD areas were targeted because they were
not in the central part of the County and were economically depressed areas.
Commissioner Jacobs said that at the Durham Technical Community College campus in
Orange County, the County is building a park and ride lot, and there is a direct connection
between Hillsborough and Chapel Hill that will run right past the campus. The County has also
talked with Alamance and Mebane officials about an east-west route.
Brian Lowen said that officials need to be straightfonrvard with the developers and people
interested in Orange County. He said that there has been talk of a Cabela's possibly targeting
the Buckhorn EDD. He said that if there is no interest in something like this coming to the
County, then it should be made clear.
Dianne Reid said that part of the plan is to bring back ideas to the municipalities about
what could be in the EDDs and get feedback.
2~ Sustaining and Maintaining Affordable Housing
Dwayne Pickney, Board member of the Orange Community Housing and Land Trust,
said that they have focused on the sustainability of affordable housing. He introduced Robert
Dowling, Executive Director of the Orange Community Housing and Land Trust organization.
Robert Dowling made a PowerPoint presentation.
Orange Community Housing and Land Trust
Challenges and Solutions for Success
March 29, 2007
The Land Trust was created in 1999 by local governments to keep affordable housing
affordable in perpetuity
The Original Model
^ We hold the deed to every property
^ We convey homeownership through a 99-year land lease
^ Lease contains resale formula
^ Owners receive 20°to - 30% of appreciation
- Retaining the deed to the property ensures `community control' of Land Trust land
forever.
- The ground lease resale formula allows some control over future prices.
- Homeowners only receive a portion of the appreciation.
- If a property increases in value by $20,000 during period of ownership, the owner realizes
about $5,000.
- Retaining the deed to the property allows the Land Trust to buy it back at a greatly
reduced price in the distant future.
Current Land Trust Inventory
^ Today there are 125 homes in the Land Trust
^ 115 are in Chapel Hill
^ 28 homes have resold
- Growth fueled by Town of Chapel Hill's inclusionary housing policy.
- Resales allow us to see how the model performs.
- Most of our inventory is in the following developments:
o Legion Road Townhames 14 units
o Rosemary Place Townhomes 32 units
o Vineyard Square Townhames 30 units
o Greenway Condominium 16 units
o Larkspur 11 units
To Achieve Success
The Land Trust must accomplish two goals:
Keep homes affordable
Keep homes well maintained
If we are successful in meeting these two objectives, Land Trust homes will always be
available & desirable to low-income households
What do we mean by affordable? 110 of our 125 homes much be affordable to families
earning less than 80°~ of the area median income.
15 homes must remain affordable to households earning no more than 100°~ of median
income.
- For inclusionary housing to be successful, Land Trust homes cannot be allowed to fall
into disrepair.
How Are We Doing?
Our current model:
• is not keeping homes affordable due to stagnant HUD income limits, which have not
increased since 2003
• was not well designed to ensure long-term maintenance
- When the model was established in 1999, the original board and staff recognized that
long-term maintenance would be an issue.
- But the model that was put in place did not adequately address maintenance because we
didn't understand the model well enough. We knew that maintenance would have to be
addressed at some future date.
Affordability
^ Land Trust homes are becoming more affordable relative to home prices
- Appreciation is based upon independent appraisals performed when buyers purchase
homes and sell them.
- Land Trust homes have appreciated at a rate 5.62% annually
- But Land Trust homeowners only receive 1.67% annual appreciation
- This was how the model was supposed to work -allowing homes to increase in price
over time, but becoming more affordable relative to home prices.
Affordability
^ But land Trust homes are becoming less affordable to buyers because:
^ Our home prices increase but HUD income limits are not increasing
^ We are instituting a monthly stewardship fee
- We can only sell (most of) our homes to individuals and families who earn less than 80%
of HUD's area median income.
- The 80% HUD limit has been flat since 2004 due to the separation of Wake County from
Orange and Durham Counties.
The HUD-published maximum income {80°~} for a family of three has been as follows:
0 2001 $47,250
0 2002 $48,950
0 2003 $50,850
0 2004 $51,350
0 2005 $51,350
0 2006 $51,350
0 2007 $51,350
We expect these income limits will remain flat until 2010 when we are projecting a 3%
annual increase through 2026.
As a result of this phenomenon, our homes are becoming more expensive to our buyer
population.
Affordability (chart)
- This slide shows that the same home that became more affordable relative to appraised
values, became less affordable relative to incomes.
- As HUD income limits remain stagnant, affordability will become mare problematic.
- The 2006 AMI Percentage figure includes the monthly stewardship fee of $70 per month.
Affordability
How do we keep homes affordable when HUD income limits are stagnant?
• Add subsidy, or
• Allow homes to be sold out of the Land Trust
- When homes that are barely affordable come back onto the market at resale, the only
way to sell them is to inject subsidy that allows us to reduce the price to the next buyer.
- We have done this several times in the past when we thought a home was too expensive.
- If homeowners are unable to sell their homes because they are not affordable, then our
model breaks down.
Affordability
Subsidy funds needed:
• $1,564,000 over 20 years
^ Could be higher if mortgage rates rise above 7%
- Our projections show that $1.5 million will be needed to keep homes affordable using our
new model.
- It is important to realize that our projections are based upon mortgage rates remaining
steady at 7% for 30 years.
- If rates move higher, or if the HUD income limits do not increase as we are projecting,
additional subsidies will be necessary.
Maintenance
^ Long-term maintenance is expensive
^ Little incentive for homeowners in current model
^ Maintenance is a requirement of responsible stewardship
^ Important to inclusionary housing
- With regard to long-term maintenance, anyone who has owned a home knows that
properly maintaining a home is expensive.
- We believe it is imperative for Land Trust homes to be well maintained because of where
they are located - in newer neighborhoods like Larkspur, Meadowmont, Pacifica, and
Vineyard Square.
- As holders of the deed to all of these properties that represent community assets, we
believe it is our responsibility as stewards of this property to insure they are well
maintained.
Our experience tells us that our homeowners are not incepted by our model, nor are they
required to perform maintenance.
In many cases homeowners simply do not have the financial wherewithal to maintain their
properties.
Maintenance
^ Culbreth Park homes, 15+ years old, have recently been folded into the Land Trust
^ Typical needs include new roof, HVAC, water heater, exterior siding, painting, carpeting, and
new water supply piping in some cases
^ Costs can reach up to $40,000
- Culbreth Park is an affordable housing community built in 1990-1991. Many of the
affordable homes have already been sold at market value and are no longer in the
affordable housing inventory.
- The Town of Chapel Hill, which sponsored Culbreth Park, has recently asked us to look
at buying one of the remaining affordable homes. The owner, a single mother who has
lived there for 15 years, has been unable to perform maintenance on the expensive items
like exterior painting.
- As a result, the masonite siding has deteriorated to a point where it needs to be replaced.
- The polybutylene supply piping in the water system is also deteriorated and leaking.
- The home also needs a new roof, a new heating and air conditioning system, and a new
hot water heater.
- We estimate the cost of these repairs to be as much as $40,000.
- By doing the rigorous analysis we have done and by paying more attention to
construction materials, we hope to propose a model that will cause Land Trust homes to
be better maintained than this home in Culbreth Park.
New Model
^ 1.5% fixed annual appreciation
^ Monthly stewardship fee
^ Repair-replacement schedule for capital maintenance
- Our new model provides homeowners a flat rate of appreciation of 1.5% annually. This is
somewhat less than the 1.67°lo that our experience has been in the past five years.
- V1le believe that 1.5°~ is fair and will keep our homes affordable under normal
circumstances.
- 1Ne also believe the new model offers the benefit of predictability to the hamebuyers that
offset the slight decline in appreciation.
- The stewardship fee is designed to pay far replacement of particular capital items such as
roofs, HVAC, water heaters, exterior painting, and flooring.
- The fee will vary depending upon the particular home. Single family homes that do not
have homeowner associations to assist with maintenance will pay a higher monthly
stewardship fee than townhomes or condominiums.
- The Land Trust will devise arepair/replacement schedule far every Land Trust home. It
will only include the capital items listed above.
New Model
• Stewardship fee only applies when a home is sold into the new model
• Deferred maintenance will persist far years
• Our current inventory will require deferred maintenance subsidy
• It is neither practical nor fair to saddle aloes-income homeowner with expensive capital
repairs shortly after purchase
- Our new model will only come into play when a home resells from the current model into
the new model. Until a resale occurs deferred maintenance costs continue to accrue.
- The Land Trust will need to assist with deferred maintenance with almost every home
that resells -particularly as our housing stock ages.
- We will not be able to sell aten-year old home without a maintenance reserve to a low-
incame buyer and expect them to pay for several thousand dollars of capital repairs
within a few years.
- As a result, we need to estimate how much deferred maintenance will be the
responsibility of the Land Trust. This requires projecting when homes will sell and how
much deferred maintenance will have accrued. We have done this analysis, with
spreadsheets that extend out over 30 years for each of our properties.
- We estimate that our existing inventory will receive $1.51 million to pay for the deferred
maintenance on capital systems. To arrive at this figure, we estimated the casts of the
capital items for each Land Trust home until it sells out of the old model into the new
model.
- Once in the new model, homeowners will be charged a stewardship fee to pay far their
portion of the costs of replacing those capital items.
- When new homes come into the Land Trust, prices will need to be set laver to allow for
the stewardship fee, similar to how we treat HOA dues.
- Because the stewardship fee will reduce the affordability of our homes, subsidy will be
needed to keep some homes affordable in the new model.
Total Subsidy Needed (projection}
^ Affordability $1,564,000
^ Deferred Maintenance $1,508,000
^ TOTAL $3,072,000
In Summary
^ We want this model to be successful
^ We recognize the model needs revisions
^ Additional funding is essential for success:
^ $3.1 million for affordability/maintenance subsidy
^ Additional operational funding
- We know that we need to revise our model to address long-term maintenance.
But a new model alone will not be sufficient.
Additional funding will be needed to address affordability and maintenance.
We project that we will need approximately $3.1 million to make this model successful.
Our Requests
^ To address these issues we ask that the local governments fully fund our operating requests
for 2007-08, and
^ We ask that you determine a process that will allow you to make decisions about these
matters within a stated time frame.
The work demanded of the Land Trust staff will increase significant as we take on property
management responsibilities. We cannot absorb the costs associated with this new position.
In the next five years there will be at least 150 new units added to the Land Trust, many of
which will be 1 BR and 2BR condominiums. We will need to increase our marketing staff to
manage this volume.
We also expect that many condominium units will turnover frequently, placing a perpetual
burden on the organization to find new buyers who meet the eligibility guidelines.
We ask that the local governing bodies determine a process to address these issues -either
as separate boards or together. Although these affordability and maintenance challenges are
not a crisis, the more homes that get added to the Land Trust without addressing these
issues will only increase the risks that the model will fail to meet our expectations in the
future.
It was suggested by one of the elected officials that the Land Trust homes be used by
DTCC students for training in repairs in order to save money on labor.
Eric Hallman asked about the alder Land Trust homes and maintenance and Robert
Dowling said that the problem is that no one is talking about maintenance. The Land Trust has
a lot of units that came on at the same time and they will all get old together. He said that other
organizations deal with maintenance on a case-by-case basis. He said that they need to have a
policy and they need to set a standard.
Bill Strom said that he appreciated this information. He said that no one imagined that
this model would be so successful when they first started out. He said that the number of units
is approaching 300 units in the pipeline. He said that when there was a bond referendum for
affordable housing, it was very different and the Land Trust was not successful. He asked if the
Land Trust has looked into ways to use the Orange County bond money.
Robert Dowling said that it is more of a question about maintenance.
Jim Ward made reference to the 1.5% guaranteed appreciation and asked if there was a
fallback clause in case something happens to the market. Robert Dowling said that the times
where this happens tend to be very short periods of time. He said that he does not have all of
the answers, and they will continue to tweak this.
Robert Dowling answered several clarifying questions for Jim Ward.
Jim Ward made reference to Robert Dowling's question about whether he is being a
good steward of the municipalities' money. He said that the municipalities need to put in place
the kind of financial oversight that would answer this question.
Commissioner Jacobs said that, in response to Robert Dowling's plea, he would like to
suggest referring this to the staffs and asking the Managers to get together with Robert Dowling
and find answers to questions about accountability. He also suggested that the Mayors and the
Chair write a letter to the congress-beings about the inequity of the staggered income. He
asked Robert Dowling to outline what such a letter might look like.
Robert Dowling pointed out that the median family income declined from last year by
$1,600 as published by HUD.
Commissioner Jacobs expressed appreciation to Robert Dowling.
Jacquelyn Gist left at 9:20 p.m.
3~ Shearon Harris Update
County Engineer Paul Thames said that at the last AOG meeting in September 2006,
there was discussion about the latest problem with Shearon Harris Nuclear Power Plant, which
has to do with insufficient fire prevention. The County Commissioners and some of the other
boards supported a petition with some other groups to try and convince the Nuclear Regulatory
Commission to order immediate shutdown of Shearon Harris until it is brought into compliance
with existing fire prevention standards, and to also order Shearon Harris to bring itself into
compliance with existing fire regulations. The resolution also asked that the NRC expand the
emergency planning zone from the ten miles immediately around Shearon Harris to a 50-mile
radiation ingestion zone, which includes the entirety of Orange County. Over the past six
months, the NRC responded that it has denied the emergency petition and ten miles is
sufficient. The NRC will also be taking its time on making a decision on the fire protection of
Shearon Harris. He said that he thinks that the decision that the NRC is trying to make is not
whether fire protection is adequate or inadequate. By the rules, it is proven to be inadequate.
He thinks that the decision is whether it has the authority to hold its own regulations in abeyance
for 20-30 years.
Upcoming issues are that Shearon Harris is probably going to ask to build one or two
additional reactors. This will be a very tang process. He said that he thinks that the NRC has
decided, through design basis accidents, that nuclear power plants are safe against crashing
fuel-filled planes.
Commissioner Jacobs said that Shearon Harris does not seem swayed to participate in
any kind of forum or any kind of public information event, despite coming to meetings and
saying that they would participate.
Joal Hall Broun asked if there could be a hook-up with other areas nationally to protest
the concerns and to increase the grassroots base. She said that this is a billion dollar industry
and we need to group with like people.
Commissioner Jacobs said that there are representatives from NC Warn, and they are
hooked into other national groups.
Paul Thames said that in most of the things he read, it is not governments that usually
take on the NRC and individual plants, but there are usually grassroots citizens that get
involved.
Commissioner Gordon said that now that Chatham County has changed leadership, it
might be good to work with them since they are within the ten-mile limit, and therefore Chatham
County could demand more from Progress Energy. We should explore this further.
Mark Kleinschmidt said that there are other potential allies and they could go up against
Progress Energy. He said that there are opportunities in the local community to undo this
partnership and to isolate Progress Energy in our business community. He suggested finding
members of the Chamber that share these values and getting friends on the committees to let
Progress Energy know that it is not welcome here and neither is its money.
Jim Warren, Executive Director of NC Warn, said that the NRC is abusing its authority,
the plant has been in violation for many years, and the NRC is allowing this to happen under its
"enforcement discretion authority." He said that fire is the major threat to a nuclear meltdown.
He said that Progress Energy is relying an compensatory measures and stopgap measures.
These measures were rejected years ago by the NRC after a major fire in Alabama. The
measures were rejected again last year, but the agency continues to allow the plant to operate.
The measures have never been approved or tested for reliability. He said that what has
changed since they filed legal action in September, is that in January the NRC voted
unanimously to not require defense of nuclear power plants against aircraft or against mare than
a handful of ground attackers. He said that the NRC misled the national media and public about
this issue in saying that plants can withstand aircraft attack. Numerous federal studies show the
opposite. He said that the NRC has fumbled the ball over and over with this. He encouraged all
to continue to be involved.
Commissioner Jacobs asked Jim Warren to address the issue of other like-minded
communities and Jim Warren said that there are many nuclear plants that are not in compliance
with this fire prevention issue. There are people in congress concerned about this issue and the
public pressure around the country is building. He said that this is a business decision that
Progress Energy has chosen not to fix these problems for years.
Jim Warren pointed out that Shearon Harris has applied fora 20-year license extension
for the plant. Under the current rules, Progress Energy believes and the NRC seems to indicate
that they would allow the plant to get this extension without complying with the federal fire safety
regulations.
Mark Chilton asked Jim Warren what he recommends for the local governments to do
and Jim Warren said that being in contact with Chatham County, Senator Kinnaird,
Congressman Price, Representative Miller, and others would be very helpful. He said that the
NRC is accountable to Congress.
Dan Coleman said that the NRC does not care what local governments think, but since
they are accountable to Congress, he suggested sending a delegation of elected officials
(including Chatham County and Pittsboro} to meet with Congressman Price about fire issues,
emergency plans, and corruption.
Commissioner Jacobs said that the Clerk is in the process of setting up a meeting with
Chatham County officials and Orange County Commissioners. The Mayors of Carrboro and
Chapel Hill and the Chair of the Board of OWASA will also be invited. The first few issues to
discuss will be transportation, open space, and recreation. The goal is to establish a mare
regularized relationship. He said that this could be a good venue to work with the Chatham
County officials.
Commissioner Jacobs said that he supports Mark Kleinschmidt's suggestion about
excluding Progress Energy from the business community.
The boards appointed the following representatives for the delegation:
Orange County -Commissioner Gordan
Chapel Hill -Mark Kleinschmidt
Hillsborough -Michael Gering
Carrboro -Dan Coleman
Jim Warren said that on April 1$t" the NRC will be in Apex to have an informational
meeting about the re-licensing process. NC Warn will be engaging in this process.
Future School Site CollaborationlPlacementslLand-Banking
Commissioner Jacobs said that this is an informational item and there is a draft letter
from Chair Carey. Chair Carey is asking for written comments. This has been brought up at
previous AOG meetings. He asked that comments be given to the Clerk so that they can be
submitted to Chair Carey.
Commissioner Gordon made reference to her memo, which is shown below:
MEMORANDUM
To: Board of County Commissioners Date: March 27, 2007
From: Alice Gordon
Subject: Proposed CountylSchools Work Group School Site Land Banking Letter- Item 5-j
The purpose of this memo is to give my comments on Item 5-j of the March 27 BOCC agenda.
BACKGROUND
A. Schools and Land Use Councils
The general idea of having the towns, County, and school boards collaborate on school
issues (including school siting} is an idea that the Commissioners, including me, have supported
in the past. In 1996 I proposed that Orange County elected officials from three towns, two
school boards, and the Commissioners participate in School and Land Use Councils (see
attachment} for the two school districts. The Councils began meeting in October 1997 and were
terminated by the BOCC in January 2004. The most notable accomplishment of the Schools
and Land Use Councils was their work on developing and facilitating the adoption of the
Schools Adequate Public Facilities Ordinance (SAPFO) Memorandum of Understanding, signed
in July 2003.
B. SchooVPark Reserve Fund
The general idea of land banking school sites is also an idea the Commissioners,
including me, have supported in the past. In the mid-1990's the Commissioners established a
School/Park Reserve Fund to buy land for school sites in appropriate locations. The concept
was that, while this land was being held for school use, it could be used far recreation and
parks. The Board appropriated the equivalent of one cent on the tax rate to this fund for several
years, and then eventually decreased the amount to 113 of a cent. The Board has not
appropriated any funds to the reserve for several years.
QUESTIONS AND RECOMMENDATION CONCERNING THE LETTER
While I am generally supportive of restarting the functions of the former Schools and Land Use
Councils and SchoollParks Reserve Fund {see above) in a new format, I have same questions.
A. Funding the Land Banking of Sites
How will the Commissioners fund the sites that are identified? The care concept of this
Work Group effort appears to be that jurisdictions will collaborate on identifying and purchasing
school sites. When sites are identified, then what? Do the Commissioners intend to
appropriate funds to buy the sites? Where is the money coming from? The Board's capital
funding policy indicates that the Board will try to fund an additional one-cent on the tax rate for
school recurring capital and one cent for County recurring capital. Is the Board prepared to
appropriate additional funds for land banking school sites? If so, should that be added to the
Board's capital funding policy?
B. My Recommendation
I recommend that the Board defer action on approving this letter until the BOCC clarifies
its role in this Work Group, especially with respect to how the County will fund the land banking
of school sites. A key sentence that must be clarified appears in the second paragraph of the
proposed letter: "........The ultimate goal of this process would be that the County, who is
responsible for funding school construction, might possibly consider opportunities to `land bank'
properties that would be suitable for future school sites."
The Board should change the letter to clearly reflect the BOCC role. If the Board is
going to fund land banking, then the words "might possibly consider opportunities to land bank"
should be changed to "will provide adequate funds to land bank." Then the Board can take
action.
Commissioner Gordan said that this is a proposal to start in a new format some things
that the County Commissioners did in the past.
Commissioner Jacobs said that the County Commissioners would not ask the towns for
the money.
Joal Hall Broun said that her concern is that Carrboro recently passed a moratorium on
residential construction. She said that setting aside land for schools has an affect on the
municipalities' bottom lines.
Commissioner Jacobs said that the thrust of the letter is to ask municipal planners to
work with the school systems and the County so that the siting is consistent with the desires.
Mayor Chilton said that this letter could lead someone with the impression that there has
not been a lot of work to date between each of the town governments and the school systems.
He said that there has been a good level of communication between these entities.
Michael Gering and Eric Hallman left at 90.07 p. m.
Mayor Chilton said that ultimately, there is a conflict between the rural buffer and the
needs far additional school sites. At some point there will have to be a compromise on the
footprint of a school and how much land a school really needs or a compromise on where the
rural buffer ends and whether schools can be put there. He said that this conflict is inevitable.
He said that there are steps that can be taken now to begin to transition to a more compact
school footprint so that it is not such a shock.
Dan Coleman said that, if at some paint school sites cannot be identified, then
population growth may have to be limited.
Commissioner Jacobs said that next month there is a joint meeting with the two school
boards, and the County Commissioners will be coming forth with school construction standards
that directly relate to reduced acreage so that they can be built in a more urbanized setting.
Mayor Foy said that a couple of years ago the legislature gave Chapel Hill the authority
to designate a property as a school site. He does not know if Orange County, Hillsborough, and
Carrboro have this authority, but it would be useful far everyone to have it. He encouraged the
County Commissioners and jurisdictions to look into this.
With no further items to address, the meeting was adjourned at 10:13 p.m.
Moses Carey, Jr., Chair
Donna S. Baker, CMC
Clerk to the Board