HomeMy WebLinkAboutAgenda - 08-04-1997 - 5c 1
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: August 4, 1997
Action Agenda
Item No.
SUBJECT: Introduction of Bond Orders and Public Hearing Resolution
DEPARTMENT: Finance PUBLIC HEARING: (Y/1S)
BUDGET AMENDMENT: (Y/1)
ATTACHMENT(S): INFORMATION CONTACT:
Bond Orders Ken Chavious, ext 2453
Resolution
Sworn Statement of Debt
TELEPHONE NUMBERS:
Hillsborough 732-8181
Chapel Hill 9684501
Durham 688-7331
Mebane 227-2031
PURPOSE: To introduce the Bond Orders and consider adoption of a Resolution setting forth
the public hearing date and the filing of the Sworn Statement of Debt as required by the Local
Government Bond Act, for the November 4, 1997 Bond Referendum.
BACKGROUND: At their June 30, 1997 meeting,the Board of Commissioners authorized the
publication of a"Notice of Intent"to file an application with the Local Government Commission
(LGC) seeking approval to hold a Bond Referendum on November 4, 1997. In addition,the Board
approved a calendar of the various steps to be taken in connection with the referendum.
The "Notice of Intent''was published on July 9, 1997, and the application has been filed with
the LGC. The next step in the referendum process is the Introduction of the Bond Orders. This
step is usually accomplished by the Board Chair reading aloud the title of each Bond Order.
Subsequent to the Bond Order introductions, a resolution should be adopted setting forth the
public hearing date,which is required prior to the formal adoption of the orders. In addition,this
resolution should instruct the Finance Director to file a Sworn Statement of Debt with the Clerk
to the Board. In accordance with the established time table, the public hearing should be held on
August 20, 1997. The Clerk to Board must publish the Bond Orders and the public hearing notice
by August 13, 1997, in order to meet the requirements set forth in the approved time table. Prior
to the publishing of the public hearing notice,the Finance Director will file the required Sworn
Statement of Debt.
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RECOMMENDATION(S): The Manager recommends that the Board:
- Introduce the Bond Orders as described above.
-Adopt the Resolution establishing the public hearing
date for August 20, 1997.
- Instruct the Clerk to publish the Orders and public hearing
notice by August 13, 1997.
- Instruct the Finance Director to file the Sworn Statement of
Debt prior to the Clerk's publication.
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Bond Orders for Introduction
1. School Bonds
BOND ORDER AUTHORIZING THE ISSUANCE OF GENERAL OBLIGATION
SCHOOL BONDS OF ORANGE COUNTY, NORTH CAROLINA, IN THE MAXIMUM
AMOUNT OF$47,000,000
WHEREAS—
By resolution adopted on June 30, 1997, the Board of Commissioners of Orange County,
North Carolina(the "County"), stated its proposal to issue general obligation bonds to pay capital
costs of providing school facilities.
The County has applied to the North Carolina Local Government Commission (the
"LGC") for its approval of such bonds, and the LGC has notified the County of its acceptance of
such application.
BE IT THEREFORE ORDERED by the Board of Commissioners of Orange County,
North Carolina, as follows:
1. There are hereby ordered to be issued general obligation school bonds of the
County to pay capital costs of providing school facilities, together with related financing and
other necessary or incidental costs. The bonds issued for this purpose may be combined for sale
with bonds authorized for similar or different purposes.
2. The maximum aggregate principal amount of the bonds issued for such purpose
shall be$47,000,000.
3. Taxes will be levied in an amount sufficient to pay the principal of and interest on
the bonds so issued.
4. A sworn statement of debt prepared by the County's Finance Officer has been
filed with the Clerk to this Board. Such sworn statement of debt is hereby accepted by the Board
and is open to public inspection.
5. This Bond Order shall take effect when approved by the County's voters in the
manner provided by law.
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2. Parks and Recreation Facilities Bonds
BOND ORDER AUTHORIZING THE ISSUANCE OF GENERAL OBLIGATION
PARKS AND RECREATION FACILITIES BONDS OF ORANGE COUNTY, NORTH
CAROLINA, IN THE MAXIMUM AMOUNT OF$6,000,000
WHEREAS=
By resolution adopted on June 30, 1997, the Board of Commissioners of Orange County,
North Carolina(the "County"), stated its proposal to issue general obligation bonds to pay capital
costs of providing parks and recreation facilities, including the acquisition of land.
The County has applied to the North Carolina Local Government Commission (the
"LGC") for its approval of such bonds, and the LGC has notified the County of its acceptance of
such application.
BE IT THEREFORE ORDERED by the Board of Commissioners of Orange County,
North Carolina, as follows:
1. There are hereby ordered to be issued general obligation bonds of the County to
pay capital costs of providing parks and recreation facilities, including without limitation the
acquisition of land, together with related financing and other necessary or incidental costs. The
bonds issued for this purpose may be combined for sale with bonds authorized for similar or
different purposes.
2. The maximum aggregate principal amount of the bonds issued for such purpose
shall be$6,000,000.
3. Taxes will be levied in an amount sufficient to pay the principal of and interest on
the bonds so issued.
4. A sworn statement of debt prepared by the County's Finance Officer has been
filed with the Clerk to this Board. Such sworn statement of debt is hereby accepted by the Board
and is open to public inspection.
5. This Bond Order shall take effect when approved by the County's voters in the
manner provided by law.
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3. Public Buildings Bonds
BOND ORDER AUTHORIZING THE ISSUANCE OF GENERAL OBLIGATION
PUBLIC BUILDING BONDS OF ORANGE COUNTY, NORTH CAROLINA, IN THE
MAXIMUM AMOUNT OF$4,600,000
WHEREAS--
By resolution adopted on June 30, 1997, the Board of Commissioners of Orange County,
North Carolina(the "County"), stated its proposal to issue general obligation bonds to pay capital
costs of providing public buildings.
The County has applied to the North Carolina Local Government Commission (the
"LGC") for its approval of such bonds, and the LGC has notified the County of its acceptance of
such application.
BE IT THEREFORE ORDERED by the Board of Commissioners of Orange County,
North Carolina, as follows:
1. There are hereby ordered to be issued general obligation bonds of the County to
pay capital costs of providing public buildings, together with related financing and other
necessary or incidental costs. The bonds issued for this purpose may be combined for sale with
bonds authorized for similar or different purposes.
2. The maximum aggregate principal amount of the bonds issued for such purpose
shall be $4,600,000.
3. Taxes will be levied in an amount sufficient to pay the principal of and interest on
the bonds so issued.
4. A sworn statement of debt prepared by the County's Finance Officer has been
filed with the Clerk to this Board. Such sworn statement of debt is hereby accepted by the Board
and is open to public inspection.
5. This Bond Order shall take effect when approved by the County's voters in the
manner provided by law.
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4. Low and Moderate Income Housing Bonds
BOND ORDER AUTHORIZING THE ISSUANCE OF GENERAL OBLIGATION LOW
AND MODERATE INCOME HOUSING BONDS OF ORANGE COUNTY, NORTH
CAROLINA, IN THE MAXIMUM AMOUNT OF$1,800,000
WHEREAS--
By resolution adopted on June 30, 1997, the Board of Commissioners of Orange County,
North Carolina(the "County"), stated its proposal to issue general obligation bonds to pay capital
costs of providing housing for the benefit of persons of low and moderate income.
The County has applied to the North Carolina Local Government Commission (the
"LGC") for its approval of such bonds, and the LGC has notified the County of its acceptance of
such application.
BE IT THEREFORE ORDERED by the Board of Commissioners of Orange County,
North Carolina, as follows:
1. There are hereby ordered to be issued general obligation bonds of the County to
pay capital costs of providing housing for the benefit of persons of low and moderate income,
together with related financing and other necessary or incidental costs. The bonds issued for this
purpose may be combined for sale with bonds authorized for similar or different purposes.
2. The maximum aggregate principal amount of the bonds issued for such purpose
shall be$1,800,000.
3. Taxes will be levied in an amount sufficient to pay the principal of and interest on
the bonds so issued.
4. A sworn statement of debt prepared by the County's Finance Officer has been
filed with the Clerk to this Board. Such sworn statement of debt is hereby accepted by the Board
and is open to public inspection.
5. This Bond Order shall take effect when approved by the County's voters in the
manner provided by law.
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S. Sewer Expansion Bonds
BOND ORDER AUTHORIZING THE ISSUANCE OF GENERAL OBLIGATION
SEWER EXPANSION BONDS OF ORANGE COUNTY, NORTH CAROLINA, IN THE
MAXIMUM AMOUNT OF$1,200,000
WHEREAS--
By resolution adopted on June 30, 1997, the Board of Commissioners of Orange County,
North Carolina(the "County"), stated its proposal to issue general obligation bonds to pay capital
costs of expanding sewer systems.
The County has applied to the North Carolina Local Government Commission (the
"LGC") for its approval of such bonds, and the LGC has notified the County of its acceptance of
such application.
BE IT THEREFORE ORDERED by the Board of Commissioners of Orange County,
North Carolina, as follows:
1. There are hereby ordered to be issued general obligation bonds of the County to
pay capital costs of expanding sanitary sewer systems, together with related financing and other
necessary or incidental costs. The bonds issued for this purpose may be combined for sale with
bonds authorized for similar or different purposes.
2. The maximum aggregate principal amount of the bonds issued for such purpose
shall be$1,200,000.
3. Taxes will be levied in an amount sufficient to pay the principal of and interest on
the bonds so issued.
4. A sworn statement of debt prepared by the County's Finance Officer has been
filed with the Clerk to this Board. Such sworn statement of debt is hereby accepted by the Board
and is open to public inspection.
5. This Bond Order shall take effect when approved by the County's voters in the
manner provided by law.
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Resolution setting public hearing and
authorizing tiling of debt statement
WHEREAS, there have been introduced at this meeting bond orders entitled as follows:
BOND ORDER AUTHORIZING THE ISSUANCE OF GENERAL OBLIGATION
SCHOOL BONDS OF ORANGE COUNTY, NORTH CAROLINA, IN THE MAXIMUM
AMOUNT OF$47,000,000
BOND ORDER AUTHORIZING THE ISSUANCE OF GENERAL OBLIGATION
PARKS AND RECREATION FACILITIES BONDS OF ORANGE COUNTY, NORTH
CAROLINA,IN THE MA)GMUM AMOUNT OF$6,000,000
BOND ORDER AUTHORIZING THE ISSUANCE OF GENERAL OBLIGATION
PUBLIC BUILDING BONDS OF ORANGE COUNTY, NORTH CAROLINA, IN THE
MAXIMUM AMOUNT OF$4,600,000
BOND ORDER AUTHORIZING THE ISSUANCE OF GENERAL OBLIGATION LOW
AND MODERATE INCOME HOUSING BONDS OF ORANGE COUNTY, NORTH
CAROLINA, IN THE MAXIMUM AMOUNT OF$1,800,000
BOND ORDER AUTHORIZING THE ISSUANCE OF GENERAL OBLIGATION
SEWER EXPANSION BONDS OF ORANGE COUNTY, NORTH CAROLINA, IN THE
MAXIMUM AMOUNT OF $1,200,000
AND WHEREAS, Section 159-57 of the General Statutes requires that a public hearing
be held on each such bond order prior to its adoption, Section 159-56 of the General Statutes
requires publication of a notice of such hearing, and Section 159-55 of the General Statutes
requires the filing of a statement of debt with the Clerk to the Board prior to the public hearing;
BE IT THEREFORE RESOLVED by the Board of Commissioners of Orange County,
North Carolina, that a public hearing on each such bond order shall be held at 7:30 p.m. on
August 20, 1997, in the Council Meeting Room, Chapel Hill Town Hall, 306 North Columbia
Street, Chapel Hill,North Carolina, and the Clerk to this Board is hereby authorized and directed
to publish a notice of each such public hearing, in the form provided for in Section 159-56 of the
General Statutes, one time, not less than six days prior to such hearing date, in a newspaper
having general circulation in the County;
AND BE IT FURTHER RESOLVED that the County's Finance Officer is hereby
authorized and directed to prepare and file, prior to the publication of the notice of public
hearing, a sworn statement of the County's net debt in the form prescribed by statute.
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SWORN STATEMENT OF DEBT
For Orange CounM North Carolina
I, Kenneth T. Chavious, being first duly sworn, do hereby state that I am the Finance
Officer for Orange County, North Carolina, that I have been designated by the Board of
Commissioners of Orange County, North Carolina, to make and file with the Clerk to such Board
of Commissioners a sworn statement of debt, and that the following is the statement of debt for
Orange County, North Carolina, as shown by the books in my office, prepared in accordance
with, and made pursuant to the requirements of, Section 159-55 of the North Carolina General
Statutes.
A. Gross Debt
1. Outstanding debt evidenced by bonds:
P urpos Amount
Schools 45,900,000
Public buildings
Other ( Reim 22,215,000
Total $ 68,115,000
2. Bonds authorized by orders introduced but not yet adopted:
Purpose Amount
Schools 47,000,000
Public buildings 4,600,000
Parks and recreational facilities 6,000,000
Low and moderate income housing 1,800,000
Sewer expansions 1,200,000
Total $ 60,600,000
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3 3. Unissued bonds authorized by adopted orders:
Purpose Amount
Total $ -O-
4. Outstanding debt not evidenced by bonds:
Purpose Amount
Equip ra 141,278
School Constuction 22,363,628
,Tail/ Courthouse 1,836,%l
Public Buildings 1,153,537
Total $25,495,404
Total Gross Debt (sum of 1 through 4) $ 154,210,404
B. Deductions from Gross Debt
1. Funding and refunding bonds authorized
by orders introduced but not yet adopted. $ -0'
2. Funding and refunding bonds authorized
but not yet issued. $ -0-
3. Amounts held in sinking funds or
otherwise for the payment of any part of the principal of
gross debt, other than debt incurred for water, gas,
electric light or power purposes or sanitary sewer
purposes (to the extent deductible under Section 159-
55(b) of the General Statutes), or two or more of these
purposes. $ -o-
4. Bonded debt included in gross debt and
incurred, or to be incurred, for water, gas or electric light
or power purposes, or any two or more of such purposes. $-0-
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5. Bonded debt included in gross debt and
• incurred, or to be incurred, for sanitary sewer purposes
(to the extent deductible under Section 159-55(b) of the
General Statutes). $ -o-
6. Uncollected special assessments levied for
local improvements for which any part of gross debt (that
is not otherwise deducted) was or is to be incurred, to the
extent that the special assessments will be applied, when
collected, to the payment of any part of the gross debt. $ -0-
7. Estimate of special assessments to be
levied for local improvements for which any part of gross
debt (that is not otherwise deducted) was or is to be
incurred, to the extent that the special assessments will be
applied, when collected, to the payment of any part of the
gross debt. $ -0-
Total deductions (Sum of 1 through 7) $C. Net Debt, being the difference between Total
Gross Debt(A) and Total Deductions (B). $ 154,210,404
D. Appraised Value of property subject to
taxation, being the value from which the assessed
value last fixed for taxation was computed, as
revealed by the County tax records and certified by
the County Tax Assessor. $ 5,153,275,662
E. Percentage that Net Debt bears to the
appraised value of property subject to taxation. 2,99
WITNESS my signature this day of August, 1997.
Kenneth T. Chavious
Finance Officer
Orange County, North Carolina
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STATE OF NORTH CAROLINA
ORANGE COUNTY
Subscribed and sworn before me this day of August, 1997.
Notary Public
[Seal]
My commission expires
I, John Smith, Orange County Tax Assessor, hereby certify that the assessed value last
fixed for taxation in Orange County, North Carolina, as revealed by County tax records (before
the application of any assessment ratio), is S 5,153,275,662
WITNESS my signature this day of , 1997.
John Smith
Tax Assessor
Orange County, North Carolina
I, Beverly A. Blythe, Clerk to the Board of Commissioners of Orange County, North
Carolina, do hereby certify that the foregoing is a true copy of a statement which was filed with
me on August , 1997, after the introduction of, and before the public hearing on, orders
authorizing bonds of Orange County, North Carolina, and that said statement is open to public
inspection in my office.
Beverly A. Blythe
Clerk, Board of Commissioners
Orange County, North Carolina