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HomeMy WebLinkAboutAgenda - 03-18-1997 - 9a ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: March 18, 1997 Action Agenda Item No. 9-4 SUBJECT: Adoption of 1997 Orange County Legislative Goals DEPARTMENT: County Attorney PUBLIC HEARING: (Y/1) BUDGET AMENDMENT: (Y/1) ATTACHMENT(S): INFORMATION CONTACT: Resolution Regarding Legislative Matters Geof Gledhill 3/18/97 Attorney Draft Letter re: Legislation of 732-2196 Orange County Draft OC Resolution- Occupancy Tax TELEPHONE NUMBERS: 3/17/97 CH Agenda Item- Occupancy Tax Hillsborough 732-8181 3/18/97 Draft Letter re: Eno River Park Chapel Hill 968-4501 3/12/97 Conservation Trust Letter Durham 688-7331 Carrboro Legislation-Privilege License Tax Mebane 227-2031 PURPOSE: To consider adopting a resolution regarding legislative matters to be submitted to the 1997 Session of the General Assembly. BACKGROUND: At their meeting on March 5, 1997, the Board of Commissioners held.a public hearing on proposed legislation to be submitted to the Orange County legislative delegation for introduction in the 1997 Session of the North Carolina General Assembly. After receiving public comments and conducting deliberations,the Board provided direction to the County Attorney to draft several proposed bills. The Board also asked the Attorney to draft a document that would convey the Board's support for various legislative initiatives of statewide applicability. The attached"Resolution Regarding Legislative Matters" (see pages 3-11) incorporates by reference draft legislation prepared by the Attorney on the following subjects: • authorizing Orange County to levy an excise tax on instruments conveying real property in Orange County • authorizing Orange County to adopt an entertainment tax on events at large facilities in Orange County • adding the status of heterosexuality,homosexuality, and bisexuality to those classifications authorized protection by a County civil rights ordinance • clarifying the authority of Orange County to regulate the use, storage, disposal, and labeling of pesticides in certain areas The resolution also indicates Board support for the following statewide initiatives: • the Governor's Smart Start program and his proposal to expand its availability in North Carolina • authorizing counties to levy excise taxes on instruments conveying real property � 2 �L • making more equitable the manner in which State excise taxes on beer, wine, and spirituous liquor are assessed Prior to considering adoption of this resolution, the Board needs to officially close the March 5 public hearing. The Board may also want to review written comments, if any, received from the public since March 5, and determine whether any such comments would lead to additional or modified bill drafting by the Attorney. The Board may also want to discuss whether to indicate their support for any legislative matters being considered by Orange County's municipal governing boards (distributed with the March 5, 1997 agenda, and retransmitted under separate cover with this agenda) and whether there are any additional County legislative matters to be brought to the attention of the Orange County legislative delegation. There are a number of legislative issues that have come to our attention since the March 5 meeting that the Board may want to consider at the March 18 meeting: • whether to adopt a resolution(see draft at page 15) similar to one to be considered by the Chapel Hill Town Council on March 17 (see pages 16-17), that would request the General Assembly to approve legislation clarifying that the Orange County occupancy tax is applicable to all guest accommodations at the Carolina Inn • whether to support statewide legislation that would provide that farmers who sell land in the use value program will not have to pay deferred property taxes on the property sold, if they sell to other farmers who will keep that land in the use value program • whether to request special funding for the Eno River park project, as outlined in the attached draft letter from the Chair(see page 18) • whether to indicate support for the request by the Conservation Trust of North Carolina for statewide legislation that would increase financial incentives for private landowners who donate land or interest in land for public-interest conservation purposes (see pages 19-20). Note also that since the Commissioners' March 5 meeting,the Carrboro Board of Aldermen have indicated plans to request that the Town Charter be amended to permit the levy of privilege taxes on the basis of annual gross receipts of businesses subject to that tax(see page 21). RECOMMENDATION(S): The Manager recommends that the Board: 1)close the public hearing on 1997 legislative matters that was opened on March 5, 1997; 2)receive as part of the formal record of the public hearing any written comments submitted by citizens since the opening of the March 5 public hearing; 3)adopt the attached"Resolution Regarding Legislative Matters" or a similar resolution that incorporates any additional legislative initiatives that the Board may approve at the March 18 meeting; and 4)direct the County Attorney to transmit the attached, or a similar, letter re: "Legislation of Orange County",to the members of the Orange County legislative delegation prior to the March 27 deadline for submitting local legislation. 3 NORTH CAROLINA RESOLUTION REGARDING ORANGE COUNTY LEGISLATIVE MATTERS BE IT RESOLVED by the Board of Commissioners of Orange County that the Board hereby requests the Senators and Representatives representing Orange County to introduce and support the following legislative matters : 1 . AN ACT TO AUTHORIZE ORANGE COUNTY TO LEVY AN EXCISE TAX ON INSTRUMENTS CONVEYING REAL PROPERTY IN ORANGE COUNTY (Exhibit A to this Resolution) . 2 . AN ACT TO AUTHORIZE ORANGE COUNTY TO ADOPT AN ENTERTAINMENT TAX ON EVENTS AT LARGE FACILITIES IN ORANGE COUNTY (Exhibit B to this Resolution) . 3 . AN ACT TO ADD THE STATUS OF HETEROSEXUALITY, HOMOSEXUALITY AND BISEXUALITY TO THOSE CLASSIFICATIONS AUTHORIZED TO BE PROTECTED BY AN ORANGE COUNTY CIVIL RIGHTS ORDINANCE (Exhibit C to this Resolution) . 4 . AN ACT TO CLARIFY THE AUTHORITY OF ORANGE COUNTY TO REGULATE THE USE, STORAGE, DISPOSAL, LABELING, OR APPLICATION OF PESTICIDES IN AREAS SUBJECT TO REGULATION BY THE NORTH CAROLINA PESTICIDE BOARD IN EXERCISING ITS PLANNING AND ZONING AUTHORITY UNDER ARTICLE 18 OF CHAPTER 153A OF THE GENERAL STATUTES (Exhibit D to this Resolution) . BE IT FURTHER RESOLVED that the Board of Commissioners of Orange County requests its legislative delegation to support : 1 . the continuation of the Smart Start Program and the initiative of the Governor to improve the Smart Start Program and expand its availability within the State of North Carolina; 4 2 . legislation which would authorize counties to levy an excise tax on instruments conveying real property in accordance with the initiative of the North Carolina Association of County Commissioners; 3 . legislation which would change and make more equitable the manner in which State excise taxes on beer, wine and spirituous liquor are assessed as proposed by and supported by the North Carolina Association of Alcoholic Beverage Control Boards. Upon motion of Commissioner seconded by Commissioner the foregoing resolution was adopted this the 18th day of March, 1997 . I, Beverly A. Blythe, Clerk to the Board of Commissioners for the County of Orange, North Carolina, DO HEREBY CERTIFY that the foregoing is a true copy of so much of the proceedings of said Board at a meeting held on March 18, 1997 as relates in any way to the adoption of the foregoing and that said proceedings are recorded in Minute Book No. of the minutes of said Board. WITNESS my hand and the seal of said County, this day of 1997 . Clerk to the Board of Commissioners lsg-8 97leg.res 5 Exhibit A AN ACT TO AUTHORIZE ORANGE COUNTY TO LEVY AN EXCISE TAX ON INS`T'RUMENTS CONVEYING REAL PROPERTY IN ORANGE COUNTY The General Assembly of North Carolina enacts : Section 1 . Excise Tax. (a) Authorization. The Orange County Board of Commissioners may, by resolution, levy an excise tax on instruments conveying certain interests in real property in Orange County. The tax imposed may not exceed one dollar ($1 . 00) on each one hundred dollars ($100 . 00) or fraction thereof of the total consideration or value of the interest conveyed, including, in the case of a sale, the value of any lien or encumbrance remaining on the property at the time of sale. This tax is in addition to the tax levied by Article 8E of Chapter 105 of the General Statutes . The value of a lease subject to this tax shall be computed on the basis of the present value of the fixed lease payments and, if the lease payments are based in whole or in part on the lessee' s receipts, the estimated amount of the lessee ' s receipts . Based upon the recommendation of the Orange County Finance Director, the Board of Commissioners shall, at least annually, set the discount rate to be used to determine the present value of lease payments . Such determination shall be conclusive. (b) Scope. A tax levied under this section applies to all instruments conveying an interest in real property in Orange County except an instrument : (1) conveying an interest in real property from the United States, the State, or a political subdivision of the State; (2) recording a lease for a term of 10 years or less, unless : a. the lease gives the lessee an option to renew the lease for a period that, when added to the term of the lease, exceeds 10 years; b. the lease is for substantially the same property and is between the same parties as a lease previously recorded, and the term of the new lease, when added to that of the previous lease, exceed 10 years; or C . the lease requires or permits the property to be transferred to the lessee for less than the fair market value of the property; 6 (3) securing indebtedness; or (4) recording a transfer in which no consideration is due the transferor by the transferee. In addition, this tax does not apply to conveyances of an interest in real property by operation of law, by will, by intestacy, by gift, by merger or consolidation. (c) Collection. A tax levied under this section is payable by the transferor of the interest to the Orange County Director of Revenue. The transferor in the case of a Sheriff ' s deed is herein defined to be the "debtor" whose property is sold pursuant to judicial process . The Sheriff is hereby authorized to pay the tax on behalf of the debtor/transferor and to charge the tax levied under this section to the account of the debtor as a cost of sale. This tax shall be paid at the office of the Director of Revenue before the instrument conveying the interest is recorded. The Director of Revenue shall have the authority to require any documentation, including an affidavit of value, the Director of Revenue deems necessary to establish the accuracy of the tax to be paid. The Director of Revenue shall stamp or otherwise mark each instrument subject to the tax to indicate that the tax has been paid. The Orange County Register of Deeds may not accept for recordation an instrument subject to a tax levied under this section unless the instrument bears the mark of the Director of Revenue indicating that the tax has been paid. (d) Use and Distribution of Tax Revenue. Orange County may retain in its general fund three percent (3%) of the gross proceeds of the tax as costs of collection. The remaining proceeds of the tax shall be retained by the County and placed in a Capital Reserve Fund to be expended only for capital projects, including debt service for capital projects . All interest earned from investment of the funds in the Capital Reserve Fund shall be held and expended only in accordance with the provision of this subsection. (e) Penalties . A person who knowingly fails or refuses to pay a tax levied under this section, who knowingly aids another to fail to pay a tax levied under this section, or who, to avoid paying part or all of the tax due under this section, knowingly misstates the total consideration for an interest conveyed is guilty of a Class 3 misdemeanor and is punishable by imprisonment as provided by law and a fine of not less than one hundred dollars ($100 . 00) nor more than the amount of tax that is due and payable. (f) Taxes Recoverable by Action. If a transferor fails to pay a tax imposed by this section within 30 days of the Revenue Director' s demand that the transferor pay the tax, the tax may be recovered by Orange County in an action brought in the General Court of Justice, Superior or District Court, of the county. In an action to recover a tax imposed under this section, costs of 7 court shall include a fee to the county of twenty-five dollars ($25 . 00) for the expense of collection. (h) Effective Date and Application. A tax levied under this section shall become effective on the first day of a month, as designated in the resolution levying the tax, and may not become effective for at least 30 days after the adoption of the resolution. A tax levied under this section applies to instruments that are recorded on or after the effective date of the levy, except instruments executed on or after that date that convey an interest in real property pursuant to a written contract recorded before the effective date. (i) Repeal . A tax levied by this section may be repealed by a resolution adopted by the Orange County Board of Commissioners . Repeal of a tax levied under this section shall become effective on the first day of a month and shall apply to instruments recorded on or after the effective date of the repeal. Repeal of a tax levied under this section does not affect a liability for this tax that attached before the effective date of the repeal . Sec. 2 . This act is effective upon ratification. lsg-8 exctax.exA P 8 ' Exhibit B AN ACT TO AUTHORIZE ORANGE COUNTY TO ADOPT AN ENTERTAINMENT TAX ON EVENTS AT LARGE FACILITIES IN ORANGE COUNTY The General Assembly of North Carolina enacts : Section 1 . Admissions Tax. (a) Authorization and scope. Notwithstanding the provisions of G.S. 105 .37 .1 (b) , the Orange County Board of Commissioners may, by resolution, levy an entertainment tax on every admission ticket purchased for admission to an entertainment, amusement, athletic or commercial event for which an admission is charged and which is presented in Orange County in a facility having a seating capacity greater than 15, 000 . This tax does not apply, however, to athletic events sponsored by the North Carolina High School Athletic Association that involve participants at or below high school level . The tax shall be at a rate of not more than one dollar ($1 . 00) per admission ticket purchased. This tax is in addition to any other State or local tax. (b) Collection. Every person, firm, corporation, or organization selling admission tickets taxable under this section shall collect the tax. This tax shall be collected at the same time as the charge for furnishing a taxable admission ticket and shall be paid by the purchaser to the seller of the admission ticket as trustee for and on account of Orange County. The tax shall be stated and charged separately from the sales price. The tax shall be added to the admission price and shall be passed on to the purchaser instead of being borne by the seller. (c) Administration. Orange County shall administer a tax levied under this section. A tax levied and collected under this section is due and payable to the Orange County Director of Revenue on or before the 15th day of the month following the month in which the tax accrues . Every person, firm, or corporation liable for the tax shall, on or before the 15th day of each month, prepare and render a return on a form prescribed by Orange County. The return shall state the total number of admissions subject to the tax that were sold in the preceding month. A return filed with the Director of Revenue under this section is not a public record as defined in G.S. 132-1 and may not be disclosed except as required by law. Orange County may, by resolution, establish additional procedures for collection, reporting, remittal and use of a tax levied under this section. (d) Penalties . A person, firm, or corporation who fails or refuses to file the return required by this section shall pay a tax penalty of ten dollars ($10 . 00) for each day' s omission. In case of failure or refusal to file the return or pay the tax for a period of 30 days after the time required for filing the return or for paying the tax, there shall be an additional tax penalty 9 of five percent (5%) of the tax due, with an additional tax penalty of five percent (5%) for each additional month or fraction thereof until the tax is paid. The Board of County Commissioners may, for good cause shown, compromise or forgive the tax penalties imposed by this section. Any person who willfully attempts in any manner to evade a tax imposed under this section or who willfully fails to pay the tax or make and file a return shall, in addition to all other penalties provided by law, be guilty of a misdemeanor. (e) Use and distribution of tax revenue. The Board of .Commissioners of Orange County shall use the proceeds collected from this tax solely for capital projects . The proceeds shall be placed in a Capital Reserve Fund to be expended only for capital projects, including debt service for capital projects . All interest earned from investment of the funds in the Capital Reserve Fund shall be held and expended only in accordance with the provisions of this subsection. (f) Effective date of the levy. A tax levied under this section shall become effective on the date specified in the resolution levying the tax. That date must be the first day of a calendar month, however, and may not be earlier than the first day of the second month after the date the resolution is adopted. (g) Repeal . A tax levied under this section may be repealed by a resolution adopted by the Orange County Board of Commissioners . Repeal of a tax levied under this section shall become effective on the first day of a month and may not become effective until the end of the fiscal year in which the repeal resolution was adopted. Repeal of a tax levied under this section does not affect liability for a tax, its collection and its payment to Orange County that was attached before the effective date of the repeal, nor does it affect a right to a refund of a tax that accrued before the effective date of the repeal . Sec . 2 . This act is effective upon ratification. lsg-8 enttax.exB 10 ' Exhibit C AN ACT TO ADD THE STATUS OF HETEROSEXUALITY, HOMOSEXUALITY AND BISEXUALITY TO THOSE CLASSIFICATIONS AUTHORIZED TO BE PROTECTED BY AN ORANGE COUNTY CIVIL RIGHTS ORDINANCE The General Assembly of North Carolina enacts : Section 1 . Section 14 of Chapter 358 of the 1993 Session Laws is amended as follows : Paragraph (a) of Section 6 of Chapter 246, Session Laws of 1991, reads as rewritten: " (a) The Board of Commissioners of Orange County (hereafter "Board of Commissioners" ) may adopt an ordinance (hereafter "the Ordinance" ) to prohibit discrimination in employment, housing, and public accommodations on the basis of race, color, religion, gender, national origin, age, disability, marital status, familial status,_ a d veteran status, heterosexuality, homosexuality and bisexuality. The Board of Commissioners may include in the Ordinance a prohibition of language or conduct or both directed at an individual or at a group of individuals because of that individual ' s or group of individuals ' actual or perceived race, color, religion, gender, national origin, age, disability, marital status, familial status,_ and veteran status,_ heterosexuality, homosexuality and bisexuality which communicates in a threatening manner words that insight imminent lawless action or which tend to insight an immediate breach of the peace. " Sec. 2 . This act applies only to Orange County. Sec . 3 . This act is effective upon ratification. lsg-8 hetsex.exC . l 11 Exhibit D AN ACT TO CLARIFY THE AUTHORITY OF ORANGE COUNTY TO REGULATE THE USE, STORAGE, DISPOSAL, LABELING, OR APPLICATION OF PESTICIDES IN AREAS SUBJECT TO REGULATION BY THE NORTH CAROLINA PESTICIDE BOARD IN EXERCISING ITS PLANNING AND ZONING AUTHORITY UNDER ARTICLE 18 OF CHAPTER 153A OF THE GENERAL STATUTES The General Assembly of North Carolina enacts : Section 1 . North Carolina General Statutes § 143-465 (d) is amended by adding the following sentence to the end thereto: "Notwithstanding the first sentence of this subsection, Orange County, in the exercise of its planning and zoning authority under Article 18 of Chapter 153A of the General Statutes, may, in a manner more stringent than any rule, regulation or resolution adopted by the North Carolina Pesticide Board, regulate the use, storage, disposal, labeling, or application of pesticides . " Sec . 2 . This act applies only to Orange County: Sec. 3 . This act is effective upon ratification. lsg-8 pest .exD ` � 12 `LI 11 LAW OFFICES COLEMAN, GLEDHILL & HARGRAVE A PROFESSIONAL CORPORATION 129 E.TRYON STREET P.O.DRAWER 1529 HILLSBOROUGH,NORTH CAROLINA 17278 919-732-2196 FROM THE DESK OF FAX 919-732.7997 GEOFFREY E.GLEDHILL March 18, 1997 Representative Joe Hackney Representative Verla C. Insko Senator Eleanor Kinnaird Senator Howard Lee State Legislative Building Raleigh, North Carolina 27611 RE: Legislation of orange County Dear Representatives and Senators : The Board of Commissioners of Orange County has asked me to request that you introduce four local bills during the 1997 session of the General Assembly. Each of these bills covers a matter of importance to Orange County. Orange County conducted a public hearing on these bills on March 5, 1997 . The Board of Commissioners appreciates Senator Kinnaird attending that public hearing to hear, first-hand, the comments made by the people of Orange County. There were a number of speakers attending the public hearing who spoke in support of legislation which would enable Orange County to expand the coverage of its Civil Rights Ordinance to prohibit discrimination based on a person being heterosexual, homosexual or bisexual . The Orange County Human Relations Commission supports this legislative initiative. The Chair of the Commission presented it and spoke for the Commission in support of it . This legislative initiative has also been supported by and continues to be supported by the Town Council of Chapel Hill and the Board of Aldermen of the Town of Carrboro. Orange County did receive one letter in opposition to including protection for persons who are homosexual . There was also support, presented orally and in writing, for a local act which would clarify that Orange County, by exercising its planning and zoning authority, can regulate pesticide use more stringently than the North Carolina Pesticide Board. The zoning regulations contemplated by the County in this regard have 13 Representatives Hackney and Insko Senators Kinnaird and Lee Page 2 March 18, 1997 to do principally with the use of pesticides in land uses such as golf courses, the monitoring of their use, insuring that persons qualified to use pesticides are the ones using them and requiring persons using pesticides to provide notice to those likely to encounter pesticides of their use, for example by sign following pesticide spraying. No one spoke in opposition to the other two local initiatives, each of which would provide Orange County with an additional source of revenue for capital expenditures . As each of you know, Orange County is experiencing tremendous growth. It needs now and will need in the future new schools, improvement and expansion of its existing schools and new judicial and other government facilities to adequately provide the services demanded by the people of Orange County and those visiting it . Both of the revenue bills sought are focused on these capital needs . Land transfers almost always impact the schools of Orange County and forecast the need for new school facilities . Persons using the large entertainment venues in Orange County significantly increase the demand on Orange County' s judicial and other government facilities . The facilities are being expanded now and will soon need to be expanded more. The resolution enclosed also seeks your support for statewide initiatives . The Smart Start Program has been very successful in Orange County. Orange County seeks your continued support of this early childhood program and at the increased levels proposed by Governor Hunt . The North Carolina Association of County Commissioners is seeking legislation which would authorize counties to levy an excise tax on instruments conveying real property as an alternative source of revenue for counties . Orange County supports this initiative. And, i.f it is successful, Orange County' s local bill to authorize this excise tax can fall away. Enclosed is information received by Orange County from its ABC Board. Orange County supports the initiative of the State ABC Board for a more equitable funding of the State Alcoholic Beverage Control Commission. The vast majority of the State Commission' s work load relates to beer and wine oversight . The vast majority of the revenue used to operate the State ABC Commission comes from excise taxes on spirituous liquor. The redistribution of the revenue for this purpose will be a direct benefit to Orange County. The net proceeds of the ABC operation come to the County' s general fund. 14 Representatives Hackney and Insko Senators Kinnaird and Lee Page 3 March 18, 1997 Thank you for your help in introducing the local legislation requested in this letter and your support of it as it moves through the legislative process . Thank you also for your support of the Statewide legislative initiatives which are included in the enclosed Resolution. I am ready and willing to help in any way that I can in the legislative process . Please call on me if I can help. Very truly yours, COLEMAN, GLEDHILL & HARGRAVE, P.C. Geoffrey E. Gledhill GEG/lsg Enclosures xc : Bill Crowther, Chair Margaret Brown Moses Carey, Jr. - Alice Gordon Stephen Halkiotis Orange County Board of Commissioners John M. Link, Jr. , Orange County Manager Michael B. Brough, Carrboro and Hillsborough Attorney Ralph D. Karpinos, Chapel Hill Attorney lsg-8 _ legdel .ltr 15 ORANGE COUNTY BOARD OF COMMISSIONERS A RESOLUTION REQUESTING THAT THE NORTH CAROLINA GENERAL ASSEMBLY ENACT LEGISLATION TO APPLY OCCUPANCY TAXES TO FACILITIES OF THE UNIVERSITY OF NORTH CAROLINA IN ORANGE COUNTY ON THE SAME BASIS AS FOR PRIVATE HOTELS AND MOTELS BE IT RESOLVED, by the Orange County Board of Commissioners that the Board requests: 1. that the General Assembly adopt legislation in the 1997 session to revise the County's occupancy tax to apply to University facilities in Orange County on the same basis as the occupancy tax applies to private accommodations for transient occupancy; 2. that this legislation be prepared so as not to create a tax liability for the University under the federal tax codes; and 3. that the bill be prepared in consultation with University representatives in order to ensure that the latter objective is achieved, as well as in consultation with the Town of Chapel Hill and Orange County. This,the 18th day of March, 1997. 16 AGENDA#I MEMORANDUM TO: Town Council Members FROM: Rosemary I.Waldorf,Mayor SUBJECT: Resolution Regarding Collection of Hotel-Motel Taxes at the Carolina Inn DATE: March 17, 1997 Earlier this year, the University informed the Town and Orange County that it would cease collecting hotel-motel taxes for guests staying at the Carolina Inn in connection with University business. I understand that the University administration made this decision after consideration of the legal duties and obligations of the University.as a State institution. I .believe the University administration acted in good faith based on its responsibilities and interpretation of current laws, including the cummat version of the Town's local act authorizing the occupancy tax. However, I feel equally strongly that the Town should request legislation by the'Genual Assembly this year so that the 'Town will receive hotel-motel taxes from all guests at the Carolina Inn: I request that the Council adopt the following resolution. 17 A RESOLUTION REQUESTING LEGISLATION TO APPLY OCCUPANCY TAXES TO THE UNIVERSITY OF NORTH CAROLINA'S FACILITIES IN THE TOWN OF CHAPEL HILL ON THE SAME BASIS AS FOR PRIVATE HOTELS AND MOTELS (97 3-17/R-1) BE IT RESOLVED by the Council of the Town of Chapel Hill that the Council requests; 1. that the General Assembly adopt legislation in the 1997 session to revise the Town's occupancy tax to apply to University facilities in the Town on the same basis as the occupancy tax applies to private accommodations for transient occupancy; 2. that this legislation be prepared so as not to create a tint liability for the.University under the federal tax codes;and 3. that the bill be prepared in consultation with University representatives in order to ensure that the latter objective is achieved,as well as in consultation with the Town and County. This the i r day of Mar* 1997. 18 Orange County Commissioners ® � P. O. Box 8181 200 S Cameron Street Hillsborough, NC 2 72 78 Mianr L Cro"16dr,Chair Estab&ked 1752 Stepbere H.HaWimis,Vin Chair Moses Carry,Jr. Alice M.Gordon Margaret W.Brow" To: Orange County Legislative Delegation From: William L. Crowther, Chair Date: March 18, 1997 Re: Park Along the Eno River in Hillsborough Over the past year, Orange County,along with the Town of Hillsborough,the Hillsborough Area Chamber of Commerce,The Alliance for Historic Hillsborough,and the Occaneechi Indians,has been working on the development of a downtown river park in Hillsborough. Aided by the State Division of Community Assistance,the group has developed a plan featuring a trail system, performance pavilion, and a reconstruction of an Indian palisade. The park is expected to be a catalyst for increased heritage tourism in the historic downtown, as well as a place for concerts, plays, and festivals to benefit local citizens and visitors. The total cost for the park is estimated at$300,000. To date, almost half of the funds have been raised. We request that you seek and support the provision of State discretionary funds to assist us in completing this project. The positive effects that this project will have on downtown business, historic preservation,Native American recognition,tourism, and recreation make it an important project to the Town, County, and State. You Count In Orange County AREA CODE(919) 732-8181: 968-4501: 688-7331: 227-2031: FAX(919)644-3004 Ezx 2130 19 CONSERVATION TRUST FOR NORTH CAROLINA March 12, 1997 Mr. William L. Crowther Chairman, Board of County Commissioners orange County PO Box 8181 Hillsborough, NC 27278-8181 .Dear Mr. Crowther: We request support by the orange County Commissioners for proposed state legislation co-sponsored by your districts senator Ellie Kinnaird, which will increase the financial incentives for private landowners who donate land or interest in land for public-interest conservation purposes. As the attached "fact sheet" explains this amendment will increase the state income tax credit for land and conservation easement donations from the current $25,000 cap to $100,000 for individuals and $250,000 for corporations. orange County's open space protection initiatives will benefit from the increased state income tax incentive and inducement for gifts of conservation and recreational lands. The companion bills introduced in both the State Senate and House will (1) increase the state income tax credits as an incentive for donating conservation lands and easements (as recommended by the NC Coastal Futures Commission, the NC Year of the Mountains Commission, and the NC General Assembly's Environmental Review Commission in the 1996 and 1997 sessions); and (2) would establish a small grant-in-aid program within the NC Department of Environment, Health, and Natural Resources to qualified private land conservation organizations to defray costs of arranging and receiving donated lands/easements and to help establish a network of protected riparian buffers, greenways and natural areas. The bills have wide bipartisan support and no indication of opposition. Representatives of the NC Association of County Commissions have indicated their support. The bills have not yet been scheduled for committee hearings. We believe that passage of these bills will be a major advantage for local governments and land conservation organizations across the state, in promoting and encouraging nonregulatory means to protect important natural areas, riparian corridors, greenways, local parks and recreational areas, and other conservation lands. This legislation will be a most helpful supplement to the state's new Clean water Management Trust Fund, Parks and Recreation Trust Fund, and Natural Heritage Trust Fund by promoting more donations of land and helping with conservation education, planning, and costs of arranging gifts of land. We ask for your County Commission's support for this proposal and ask that you express that endorsement to your state General Assembly delegation. Please call me if you want more explanation. sincerely, I L Ja Charles Roe, CTNC Executive Director cc: Marvin Collins, Planning Director enclosures POST OFFICE BOX 33333 ' RALEIGH,NC 27636-3333 • PHONE 9i9-828-4199 • FAX 9i9-828-45o8 • EMAIL ctnc @mindspring.com 20' EXPLANATION OF CONSERVATION TAX CREDIT LEGISLATION N.C. GENERAL ASSEMBLY, 1897 SESSION SENATE BILLS 176 (structure) and 175 (appropriation) lead sponsors Sen. E. Sinnaird and H. Horton HOUSE BILLS 260 (structure) and 241 (appropriation) lead sponsors Rep. L. Gray and F. Mitchell PURPOSE: To increase the state income tax credit awarded to private property owners who voluntarily donate land or easements for conservation purposes. Current state law provides a- maximum of$25,000 in income tax credits for each land conservation gift made to public agencies or qualified not-for-profit, private conservation organizations. (The credit is based dollar-for-dollar up to 25% of the appraised value of land gift, but no more than$25,000 per gift. Any unused portion of the credit can be carried over by the taxpayer for five succeeding years.) The bill (SB 176 and HB 260) will increase the maximum credit to$100,000 for individual donors and$250,000 for corporate donors. The appropriation bill (SB 175 and HB 241) provides funds to the NC Department of Environment, Health and Natural Resources to: (a) cover program information and administrative costs to review and certify donated properties as qualified for the required public benefits for park, public recreation, and other land conservation purposes; and (b) establish a grant-in-aid program ($300,000 annually) to cover expenses of qualified, private conservation organizations incurred in arranging land and easement donations and managing or monitoring those properties. LEGISLATIVE ORIGINS: This legislation has been recommended by the Governor's Coastal Futures Commission and the Year of the Mountains Commission. It was recommended in the Governor's Coastal Agenda It is recommended by the joint House-Senate Environmental Review Commission. It is supported by the NC Department of Environment, Health, and Natural Resources. It is supported by North Carolina business and industry, by local government associations, and by environmental organizations. PROGRAM HISTORY: The state income tax credit for land conservation was first enacted in 1983 (with a$5,000 maximum credit). The cap was raised to$25,000 by the General Assembly in 1989. In the period from 1983-88 ($5,000 cap) 37 land donations (average of 6 gifts per year) qualified for tax credits (total of 2,383 acres valued at$5,642,000); and from 1989-95 ($25,000 cap) 95 land donations (average of 13.6 each year) qualified for tax credits (a total of 23,714 acres valued at$34,264,000). [Note that the maximum tax credit allowed is 25% of the value of the property donated, and, therefore, the current credit related revenue reduction is less than$300,000 per year for conservation lands annually donated for public benefit valued at$1,210,000. By DEHNR calculations, the tax credit program has delivered a 13:1 value to the public, with$13 in donated land values for every$1 of income tax credits.] The NC DEHNR has no funded staff positions to fulfill its obligations to review and approve applications for the tax credit, or to promote and explain the program. RATIONALE FOR THE CREDIT INCREASE: State and local public agencies and a statewide network of private, non-profit land conservation organizations are responding to the rapid destruction of North Carolina's natural areas and rural landscapes with programs designed to encourage voluntary conservation by private landowners. We need alternatives to relying on land use regulations or public purchases at full market value of all lands important for protection of river natural corridors, natural wildlife habitats, parks and greenways, beach access, scenic and open space landscapes, and farmlands in urban areas. New state programs have established funds to acquire and protect important environmental lands, such as the Clean Water Management Trust Fund, the Natural Heritage Trust Fund, the Parks and Recreation Trust Fund, and Wetlands Restoration Fund. Those public funds can go further when landowners are willing to sell for less than the full property value (Le., partially