HomeMy WebLinkAboutAgenda - 10-15-1996 - 5a 4
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ORANGE COUNTY
BOARD OF COMMISSIONERS
Action Agenda
Item No. 5-A
ACTION AGENDA ITEM ABSTRACT
Meeting Date: October 15, 1996
SUBJECT: Resolution Authorizing Local Government Commission(LGC)Application
for Elementary School Installment Financing and Establishment of Public Hearing Date
DEPARTMENT: Finance PUBLIC HEARING: YES: NO: x
ATTACHMENT(S): INFORMATION CONTACT:
Resolution Ken Chavious, Ext. 2453
Public Hearing Notice
TELEPHONE NUMBER:
Hillsborough -732-8181
Chapel Hill -968-4501
Mebane -227-2031
Durham -688-7331
PURPOSE: To Consider the adoption of a resolution authorizing staff to file an application with the
Local Government Commission(LGC)seeking approval for installment purchase financing for a new
elementary school in the Chapel Hill-Carrboro School District,and to set a date for a Public Hearing on
financing proposals.
BACKGROUND: During the past several months the Board of County Commissioners,County Staff
and both School Boards have been working together to develop long range plans to address school
capital needs. These plans include a new elementary school in the Chapel Hill-Carrboro School District
as an immediate need. In order to address this need,County and School District staff have identified
resources to fund an installment purchase for this new school.
The funding required for this project is approximately$14 million. Staff is proposing that the County
split the financing in order to remain bank qualified(issuing less than$10 million in debt in a calendar
year)for both 1996 and 1997. By doing this,the County can accomplish the financing in less time and
save significant dollars in issuance costs, as well as obtain very favorable interest rates. It is proposed
that the County borrow$5 million before the end of this calendar year and the other$9 million in
calendar year 1997. Staff recommends that the County pursue a"split forward commitment"option.
This option is one in which there is only one contract but the bank provides separate interest quotes on
each year's financing amount.
General Statutes require that the Local Government Commission(LGC)approve all financing
arrangements of this nature. As a part of their review,the LGC requires a procedural step involving the
adoption of a resolution by the County Commissioners. The attached resolution addresses the issues
required by the LGC. In addition,the Statutes require that the Governmental unit entering into an
installment purchase of this nature conduct a public hearing on the financing proposal selected for LGC
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review. Staff recommends that the Board establish the public hearing date for November 19, in
anticipation that the County and Chapel Hill-Carrboro Schools can complete all procedural requirements
by that date. Attached is a public hearing notice substantially in the form in which the Clerk to the
Board of Commissioners will need to advertise at least 10 days before the hearing .
RECOMMENDATION(S): The Manager Recommends that the Board:
1)Approve the Resolution and authorize the Finance Director to execute all documents and procedural
steps required in the LGC application process, and
2)Establish the Public Hearing date for 7:30pm on Tuesday,November 19 at the OWASA Operations
Center, and authorize the Clerk to advertise.
ORANGE COUNTY BOARD OF COMMISSIONERS
A RESOLUTION AUTHORIZING THE FILING OF AN APPLICATION
FOR APPROVAL OF A FINANCING AGREEMENT AUTHORIZED BY
NORTH CAROLINA GENERAL STATUTE 160A-20
WHEREAS, the County of Orange,North Carolina desires to construct a new elementary school in the
Chapel Hill-Carrboro City Schools district to address overcrowding at the elementary school level within
the district; and
WHEREAS,the County of Orange desires to finance the Project largely by the use of an installment
contract authorized under North Carolina General Statute 160A,Article 3, Section 20; and
WHEREAS, findings of fact by this governing body must be presented to enable the North Carolina
Local Government Commission to make its findings of fact set forth in North Carolina General Statute
159, Article 8, Section 151 prior to approval of the proposed contract;
NOW THEREFORE, BE IT RESOLVED that the Board of Commissioners of Orange County,North
Carolina, meeting in regular session on the 15th day of October, 1996, make the following findings of
fact:
1. The proposed contract is necessary or expedient because the elementary student population in
the Chapel Hill-Carrboro City Schools is currently over the capacity of the district's existing elementary
school buildings and no practical or timely alternative to the construction of permanent additional
elementary school space is available. The student population in the district has increased rapidly in
recent years and is projected by the North Carolina Department of Public Instruction to continue growing
substantially for the foreseeable future.
2. The proposed contract is preferable to a bond issue for the same purpose because:
a. availability of the new elementary school is urgently needed in time for the
1999-2000 school year and the contracting method is the most expeditious method of raising cash
quickly to meet the planning,design,and construction timetable for a 1999-2000 school opening;
b. the cost of the elementary school,estimated at$14 million,cannot be prudently raised from
currently available appropriations,unappropriated fund balances,or non-voted bonds;
c. the North Carolina General Assembly adopted legislation during the 1994 Session intended
specifically to permit Orange County to pursue installment financing for an elementary school project
that has since been successfully constructed and opened, and any future projects that mighi become
necessary.
3. The cost of financing under the proposed contract could be greater than the cost of issuing
general obligation bonds. However,this method of financing will increase the alternatives available to
Orange County to obtain the most cost effective,timely,and flexible means possible of funding this
necessary project. Given Orange County's excellent credit standing,and its past success in obtaining
installment financing for the previous elementary school project that compared favorably with rates on
other available financing mechanisms,any difference in the comparable costs between bond financing
and installment purchase financing will be reasonable.
4. The sums to fall due under the contract are adequate and not excessive for the proposed purpose
because funding of the debt service thus created is already planned in Orange County's long-term Capital
Improvement Plan.
5. The County of Orange's debt management procedures and policies are good because the
County's existing and planned debt falls well within North Carolina's legal debt limitations for local
governments; furthermore,Orange County's excellent creditworthiness is well recognized by investors
and well established by the principal municipal bond rating agencies with bond ratings of Aal(Moody's)
and AA+(Standard&Poor's).
6. There will be no increase in ad valorem property taxes necessary to meet the sums to fall due
under the proposed contract. Payments due under the proposed contract will be financed by school
impact fees accrued and pay-as-you-go sales tax revenues.
7. The County of Orange is not in default in any of its debt service obligations.
8. The Attorney for the County of Orange has rendered an opinion that the proposed Project is
authorized by law and is a purpose for which public funds may be expended pursuant to the Constitution
and laws of North Carolina.
NOW, THEREFORE, BE IT FURTHER RESOLVED that the Finance Officer is hereby authorized to
act on behalf of the County of Orange in filing an application with the North Carolina Local Government
Commission for approval of this Project and the proposed financing contract and other actions not
inconsistent with this resolution.
This resolution is effective upon its adoption this 15th day of October, 1996.
The motion to adopt this resolution was made by CommissionerGordor;seconded by Commissioner Willhoit
, and passed by a vote of 4 to 0 .
ATTEST:
Beverly A. Blythe,Clerk to the Board
This is to certify that this is a true and accurate copy of this resolution adopted by the Orange County
Board of Commissioners on the 15th day of October, 1996.
Beverly a Blythe,Clerk to the Board Date
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NOTICE OF PUBLIC HEARING
CONCERNING A PROPOSED INSTALLMENT PAYMENT
AGREEMENT OF THE COUNTY OF ORANGE, NORTH CAROLINA
TO FINANCE THE CONSTRUCTION AND EQUIPPING OF AN
ELEMENTARY SCHOOL LOCATED IN THE CHAPEL HILL-
CARRBORO SCHOOL DISTRICT.
NOTICE IS HEREBY GIVEN of a public hearing to be held at 7:30
P.M. on November 19, 1996, at the OWASA Operations Center, 400 Jones
Ferry Road, Carrboro, North Carolina, for the purpose of considering
whether the Board of Commissioners for the County of Orange, North
Carolina should approve a proposed installment payment agreement and
certain related documents under which the County would obtain financing for
the acquisition, construction and equipping of a new elementary school
located in the Chapel Hill-Carrboro City School District, including parking
areas, sidewalks, and other appurtenant facilities, landscaping and other
related site work .
Under the proposed installment payment agreement and related
documents the County would secure the repayment by it of moneys advanced
pursuant to such installment payment agreement by granting a security
interest in the property purchased.
At such public hearing the Board of Commissioners will also consider
whether the County should acquire the site of such project from the Chapel
Hill-Carrboro City Schools to facilitate such financing.
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Beverly A. Blythe .
Clerk to the Board of Commissioners
for the County of Orange,
North Carolina