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HomeMy WebLinkAboutAgenda - 02-21-1995 - IX-A ORANGE COUIM BOARD OF CON=SSIOXZRS, ACTION AGENDA ITEM ABSTRACT Meeting Date: February 21, 1995 Action Agenda Item # =-A SUBJECT: Black Walnut Farm - Preliminary Plan ACTION BY: March 3, 1995 DEPARTMENT: Planning PUBLIC HEARING yes X No ATTACHMENT(S) : INFORMATION CONTACT: Mary Willis Ext. 2583 Resolution of Approval Application vicinity map TELEPHONE NUMBERS: Historic Preservation Commission - Hillsborough - 732-8181 Letter Durham - 688-7331 Fiscal Impact Analysis Mebane - 227-2031 11-21-94 Planning Board Minutes Chapel Hill - 967-9251 Draft 12-19-94 Planning Board Minutes Draft 1-17-94 Commissioners Minutes PURPOSE: To consider the Preliminary Plan for Black Walnut Farm. BACKGROUND: The property is located on the east side of Baldwin Road (SR 1554) at the intersection of Baldwin Road and St. Mary's Road (SR 1002) in Eno Township. It is zoned Agricultural Residential and designated Agricultural Residential in the Land Use Element of the Comprehensive Plan. Land uses in the area include farming and scattered residential houses. The area proposed for development is 44.30 acres. Twenty-five lots are proposed, with a minimum lot size of 1.0 acres and an average lot size of 1.39 acres. Lots will be served by individual wells and septic tanks. A Duke Power Company Transmission line runs through the northern part of the property and a 50 foot buffer is provided on each side of the right-of-way. A new public road (Black Walnut Farm Road) connecting to Baldwin Road is proposed to serve the subdivision lots. A 1992 traffic count on Baldwin Road indicated 110 trips per day just north of the intersection with St. Mary's Road. Baldwin Road is a State-maintained unpaved road with a varying width right-of-way (measured from ditch to ditch) . 2 The Hillsborough Thoroughfare Plan calls for Baldwin Road and Lawrence Road, also unpaved, to be realigned so that they connect at a single intersection with St. Mary's Road. Although the entirety of the Hillsborough Thoroughfare Plan has not been adopted by Orange County, the Orange County Comprehensive Plan does include the realignment of Baldwin Road and Lawrence Road as a Major Urban Thoroughfare. Planning Board Review The Planning Board reviewed the Preliminary Plan for Black Walnut Farm on November 21, 1994 . Due to concerns raised by adjoining property owners the Planning Board voted to postpone making its recommendation. The adjoining property owners were concerned about the impact on the historical nature of the area. Sunnyside, located about 50 feet from the existing Baldwin Road (according to Laura Baldwin) , is a candidate for the National Register of Historic Places. Maple Hill, which is currently on the National Register, is located a short distance east of the subdivision property. Both of these historic structures are listed on the "An Inventory of Sites of Cultural, Historic, Recreational, Biological and Geological Significance in the Unincorporated Portion of Orange County. " The applicants and neighbors met on December 10, 1994. The neighbors requested that larger lots with larger houses be provided. The applicant offered to provide a 50-foot landscape buffer along the south and east boundary of the portion of the tract served by Black Walnut Farm Road to protect the view from St. Mary's Road. The neighbors were concerned that the buffer would not be properly maintained by the homeowners. The neighbors requested that Baldwin Road be moved further east to be farther away from Sunnyside. The applicant indicated that they would be willing to move the road from its current location, taking the right-of-way entirely off the Baldwin property and locating it wholly on the applicant's property. On December 19, 1994 the Planning Board again reviewed the Preliminary Plan for Black Walnut Farm. A discussion between the neighboring property owners, the developer, and the Planning Board ensued. The neighboring property owners again expressed their 3 concerns and the developer indicated his intention to move and pave Baldwin Road provided he could obtain NCDOT approval. The preferred realignment of Baldwin Road was to connect it with Lawrence Road, as shown generally on the Hillsborough Thoroughfare Plan. However, the connection of the rights-of-way for the two roads depended on whether right-of-way could be obtained to realign Lawrence Road. Planning Board Recommendation The Planning Board unanimously recommended approval of the Preliminary Plan for Black Walnut Farm, using the existing Baldwin Road. In a separate motion, the Planning Board unanimously recommended that Planning Staff work with NCDOT in obtaining approval to move Baldwin Road farther to the east, away from the Baldwin property and that the Board of Commissioners attempt, in all ways, to move up in priority, the paving of Baldwin Road. Board of Commissioners - January 17, 1995 The Board of Commissioners considered the subdivision on January 17, 1995. A sketch of two possible alignments of Baldwin Road was presented by the Staff. One alignment would shift Baldwin Road somewhat to the east, allowing the right-of-way to be located on the applicant's property. The other alignment would shift Baldwin Road even farther to the east, where it could eventually be connected with Lawrence Road. The latter alignment was indicated as the most desirable, but would involve dedication of right-of-way for Lawrence Road, on the south side of St. Mary's Road, which is beyond the control of the applicant. The alignment along the western property line of the property of the applicant would be preferable to the existing location of Baldwin Road, and could be accomplished by the applicant. It was recommended that the right-of-way along the western boundary be dedicated and the road constructed in this location. The applicant, however, took the position that he should be able to use the existing Baldwin Road because it is a public road, and was opposed to any requirement to dedicate a new right- of-way or pave Baldwin Road. However, the applicant offered, at the Planning Board meetings, to realign Baldwin Road onto his property, and to construct it to NCDOT paved road standards, provided he could do so through the property owner participation paving program with NCDOT. The Board of Commissioners tabled action on the subdivision and directed Staff to provided additional information regarding the issue of Baldwin Road. 4 Staff contacted NCDOT regarding the possibility of realigning Baldwin Road and Lawrence Road. NCDOT indicated that it would participate in the paving of the realignment provided that the right-of-way for the realignment was dedicated, including the right-of-way for the realigned portion of Lawrence Road. NCDOT also indicated that it would participate in the paving of the realigned Baldwin Road if the realignment were along the western property line of the applicant's property. This option would not require the realignment of Lawrence Road. RECOMMMATION: The Administration recommends approval of the Preliminary Plan for Black Walnut Farm per the attached Resolution of Approval. The Administration further recommends that Orange County encourage and assist NCDOT and road frontage property owners with the realignment of Baldwin Road and Lawrence Road. 5 e RESOLUTION OF THE ORANGE COUNTY BOARD OF COUNTY COMMISSIONERS Date February 21, 1995 Name of Subdivision Black Walnut Farm Owner/Applicant F. Reid Roberts The Board of County Commissioners hereby approves Black Walnut Farm Subdivision Preliminary Plat, dated September 16, 1994 and containing 25 lots in Orange County, subject to the fulfillment of requirements specified herein. The portion of Black Walnut Farm Road as shown on the Final Plat for each phase shall be irrevocably dedicated to the general public at the time of Final Plat approval for each phase. The approval of this resolution authorizes and directs the Orange County Manager to accept for Orange County and on behalf of the public generally, the offer of dedication of Black Walnut Farm Road. This acceptance by Orange County of the dedication to the general public of Black Walnut Farm Road shall be without maintenance responsibility. The Final Plats for Black Walnut Farm shall include construction of Black Walnut Farm Road to standards of the North Carolina Department of Transportation. The road shall be maintained by the owner/applicant until such time as it is accepted for maintenance by the North Carolina Department of Transportation or some other governmental body. The Final Plat for Phase II of Black Walnut Farm shall include dedication an irrevocable dedication to the general public of a 60-foot right-of-way for the construction of Baldwin Road generally parallel to the existing Baldwin Road, the western boundary of which shall be the western boundary of the subdivision between Black Walnut Farm Road and St. Mary's Road In addition, a 60-foot wide right-of- way in the location of the proposed realignment of Lawrence Road and Baldwin Road generally as indicated on the attached Exhibit A shall be reserved for possible future dedication. If Baldwin Road is to be constructed in the reserved area, then a plat shall be recorded which irrevocably dedicates the right-of-way to the general public, and the previously-dedicated right-of-way may be abandoned through the required public hearing process. The approval of this resolution authorizes and directs the Orange County Manager to accept for Orange County and on behalf of the public generally, the offer of dedication of a realigned Baldwin Road. This acceptance by Orange County of the dedication to the general public of Baldwin Road shall be without maintenance responsibility. The road shall be maintained by the owner/applicant until such time as it is accepted for maintenance by the North Carolina Department of Transportation or some other governmental body. Before the Final Plat of Black Walnut Farm can be recorded. A. Sewage Disposal 1. Each residential lot shall contain an adequate area for septic disposal, and repair area, approved by the Orange County Division of Environmental Health 2. The septic system location may restrict the size and location of improvements. This disclosure shall be included in a document describing development restrictions to be recorded concurrently with the Final Plat. The document shall also disclose that information regarding the tentative location of septic systems is available from the Orange County Health Department, Division of Environmental Health. 6 B. Roads and Access 1. The portion of Black Walnut Farm Road as shown on the Final Plat for each phase shall be constructed to standards of the North Carolina Department of Transportation, within a 50-foot right-of-way, and the construction shall be inspected and approved by NCDOT. OR A letter of credit, escrow agreement, or bond shall be submitted to secure construction of Black Walnut Farm Road to the standards of the North Carolina Department of Transportation. An estimate of the construction cost must be prepared by a certified/licensed engineer or grading contractor and submitted to the Planning and Inspections Department. The financial guarantee must reflect 110% of that estimate and be issued by an accredited financial institution licensed to do business in North Carolina. The document describing development restrictions to be recorded with the Final Plat shall state that the financial guarantee will not be released until the road construction has been inspected and approved by NCDOT. 2. Baldwin Road realigned shall be constructed to standards of the NCDOT if a Final Plat for Phase B of he subdivision is recorded The construction shall be done or secured the earlier of the time that the Final Plat for Phase III is approved or February 21, 1999. Baldwin Road realigned shall be constructed to standards of the North Carolina Department of Transportation, within,a 60-foot right-of-way, and the construction shall be inspected and approved by NCDOT. OR A letter of credit, escrow agreement, or bond shall be submitted to secure construction of Baldwin Road realigned to the standards of the North Carolina Department of Transportation. An estimate of the construction cost must be prepared by a certified/licensed engineer or grading contractor and submitted to the Plannin8 and Inspections Department. The financial guarantee must reflect 110% of that estimate and be issued by an accredited financial institution licensed to do business in North Carolina Alternatively, the financial guarantee for the construction of Baldwin Road realigned may be equal to the property owner's share of a property owner participation paving program with NCDOT when accompanied by a commitment letter from NCDOT to construct the realigned Baldwin Road under its property owner participation paving The document describing development restrictions to be recorded with the Final Plat shall state that the financial guarantee will not be released until the road construction has been inspected and approved by NCDOT. 3. Submit an erosion control plan for construction of the road 4. A sight triangle to NCDOT standards shall be shown at all road intersections. 5. A turn around to NCDOT standards shall be provided at the end of Black Walnut Farm Road 6. The intent for future extension of Black Walnut Farm Road shall be indicated on the Final Plat by the words"Subject to Future Extension% 7 4 7. The .19 acre parcel at the end of Black Walnut Farm Road indicated as public road right-of-way shall be dedicated to Orange County. 8. An approved street name sign shall be erected at the intersection of streets as required in Section IV-B-3-c-12 of the Orange County Subdivision Regulations. Evidence shall be submitted by the applicant that signs are in place or a copy of the receipt for purchase of the signs shall be submitted to the Planning Department. C. Land Use Buffers and Landscaping 1. Landscaping shall be installed or preserved as indicated on the approved landscape plan, and must be inspected and approved by the Planning and Inspections Department. OR Guaranteed financially through a letter of credit, escrow agreement, or bond submitted to secure required landscape installation and preservation. An estimate of the cost for required preservation, plantings and their installation must be provided. The financial guarantee shall reflect 110 percent of the estimate and be issued by an accredited financial institution licensed to do business in North Carolina. 2. Provisions for protection of existing trees as shown on the approved landscape plan shall be included in a document describing development restrictions and requirements to be prepared by Plaiming Staff and recorded concurrently with the Final Plat. 3. A Type D Land Use Buffer shall be provided along the overhead electrical power lines. The buffer shall be 50 feet in width and provide sufficient vegetation to meet the standards of Section IV-B-8-e of the Subdivision Regulations. Said buffer shall be so noted on the plat, and described in a document describing development restrictions and requirements to be prepared by Planning Staff and recorded concurrently with the Final Plat. 4. A 50 foot buffer shall be provided along the east property line to preserve the existing trees. 5. Additional trees shall be planted along the rear property line of lots 22, 23 and 24 to provide additional plantings and to protect the view from St. Mary's Road. D. Parkland 1. Cash in the amount of$1,384.00 [($1,938/acre x 25/35 acre)] shall be paid to Orange County as payment in lieu of parkland dedication. E. Miscellaneous 1. The Final Plat shall contain a title block and vicinity map in accordance with Section V-D-2 and V-D-3 of the Orange County Subdivision Regulations. 7a fi 2. The subdivision shall be developed in accordance with the following phasing plan: Phase Lot Numbers In Phase Deadline for Submittal of Final Plat I A,1,2,3,19,20,21,22,23,24 February 21, 1996 Il 4,5,6,16,17,18 August 21, 1997 111 7,8,9,10,11,12,13,14,15 February 21, 1999 F. Certifications 1. A Certificate of Survey and Accuracy signed by a registered Land Surveyor shall be notarized on the face of the Final Plat. 2. A Certificate of Declaration and Maintenance in the form provided in Section V-D-6-b of the Orange County Subdivision Regulations signed by the landowner and developer shall be on the face of the plat and included in a document describing development restrictions to be recorded concurrently with the Final Plat. 3. The Department of Environmental Health shall certify that all residential lots contain sufficient area for septic tank disposal and repair. 4. The North Carolina Department of Transportation shall certify that Black Walnut Farm Road and the realigned Baldwin Road have been constructed to State standards or that construction plans have been approved. 5. A Certificate of Approval signed by the Orange County Planning and Inspections Department. Signature of Applicant Clerk to the Board I, . accept the above listed conditions of subdivision approval, and acknowledge that each must be met prior to recordation of the final plat. 32o i ExHIBxr a 7b x x x X x �s23d• c9• dwiq 22 23 1.32 Ac 24 1.00 Ac. 1.00 Ac 3,094 A ft 0.99 c. . as' °'^CS rr, 230 N Cl y � � A wb 1 6.30 Ac. p 200.635 4.61 A Ac. z T t j O O T� N cn o \\ 493.63 Vi S 60 731 {SR 1002 R Opk Y's QR' d Nc p 17278 r- tuired •2, y th a Ook 110 wer ��c �a ' S ` ` Page 294 NN u N ' rn 0 v 11 �"'1 �` (� �..�"t f"�t r r i-1 L1 i-k ' MAJOR SUBDIVISION 2190 ORANGE COUNTY 8 DATE: PLEASE TYPE OR PRINT (INK ONLY) SUBDIVISION NAME: _IL&-K 'ie*&LN%JJ ';AR.YH LOCATION: ,`'f. wlAsty' I;LoAm OWNER/DEVELOPER: ADDRESS: —Z1Q0 ��, hNASZ`��S tLOAD TELEPHONE NO.: IaLLL.S7Ja�2ovG�.3 ,N�-- z?Z-7S kAeWft*CONTACT: ETA\ Lam Lam& Ste iI, \M c TELEPHONE N0.: {eL- A. SUMMARY INFORMATION: Orange County Tax Map SLock -r' Lot(s) LL Township Zoning District(s): AJQ_ t U-%,M0--pr')t Total Number of Acres: _37-32, Phases: Z. Total Number of Lots: 2S' Average Lot Size: Minimum Lot Size: I-OC Ac- Number/Type of Structures: (existing) (proposed) S/N(ALY, �-Arft -` Lineal Feet in Streets: V00.'/ Acres in Open Space: --- Water Supply: Public (specify) Community Individual N Wastewater Disposal: Public (specify) Community Individual SchooL District: Fire District: General Land Uses in Area: pb13�CULrVY/f ALL-SIOLTi /,A(► CriticaL Areas: stream/drainageways flood prone areas watershed (specify) historic sites other (explain) Is the property to be subdivided currently under "farm use value taxation"? Yes x No_. If "yes", please contact the Orange County Tax Office. Subdivision of the property may require payment of deferred taxes under "farm use value taxation", B. ALL plats must be submitted on sheet no smaller than one inch equals two-hundred feet (1"=200') and no Larger than one inch equals twenty feet (1"=20') and must contain the foLLowing information: o ✓ subdivision name V�:'' zoning of tract and adjacent properties ✓ name & address of owner(3) building setback Lines by notation or typicaL Lot name & address of subdivider "' '^ Layout (if other than owner) ::: :. Location and width of existing and proposed name of'surveyor, engineer, / ^`'`^?' easements (drainage, utilities, roads, etc.) H O Landscape architect or architect, �/ `? { existing, proposed and adjoining rights-of-way address, registration # and semi including dimensions and street names and state (title) Preliminary Plan "'"'f road numbers. Lineal feet of road centerlines and T .! scaLe, north arrrow r# approximate acreage of new street rights-of-way ✓ '--*� date (including revision dates) existing and proposed utilities, including type, township, tax map-block-Lot ' ''''? sizes, hydrants, valves, manholes i: ' references existing and proposed curbs, gutters and culverts, :•::: ✓ ': ' Parent PerceL Identification # including sizes and grades C ./ deed book and e # of property ,� location and width of aLLe s, sidewalks, bike Lanes, page P P Y Y to be subdivided transit systems, and bus stops (please complete reverse side) of bouncary described with bearings V typical street cross-section ano intersection 9 and Cistances details incluoing oesign and width of travelwav ar: total acreage of the tract and `', shoulders acreage of lots, including and /sine : horizontal alignment and general curve data (pup; ^ c excluding area within rights-of-way roads) / '...; tK: control corner / f;. centerline radius on all proposed streets _ ✓'::: proposed lot lines with dimensions ''': permanent features such as buildings, cemeteries, lot & block numbers historic landmarks phasing tines adjoining lot layout names of adjoining property �: _ w �;, topography at Len foot (10) intervals s: owners. If subdivided, subdivision plat name, plat WA `tA. water bodies, streams, floodway and .:... .:. . book d e number, and �� page perimeter lot numbers. floodplains v/ landscaping and buffer requirements - :`,EIA < stream buffers �t:: cownsnip, corporate and extraterritorial planning Location and size of arcels dedicated p jurisdiction lines which cross the property _ ? for public use, recreational use or location and size of lots of restricted develorn+ent reserved in common, with purpose noted potential and notation on plat regarding same impervious surface data (if located in .....iE stormwater detention and/or retention sites and water supply watershed) undisturbed areas for infiltration purposes (if >''�/:i? vicinity map showing general location located in water supply watershed) of subdivision with streets and roads identified by State road number and name C. OTHER SUBMITTAL REQUIREMENTS 1. Twenty-five (25) copies of the preliminary plat. 2. One full size copy of an Orange County Tax map (with tax parcels involved clearly marked in pencil). 3. Where municipal or OWASA sewer is not available, a copy of the Preliminary Plat indicating Health Department soils analysis approval/denial for each tot shown thereon. 4. Where a private road is proposed a written statement by the applicant or his/her authorized representative which secs forth the justification for a private road (see Section IV-S-3-d-1 of the Orange County Subdivision Regulations). 5. Auxiliary documents, in draft form, prepared in accordance with Section VI of this Ordinance which assure completion and/or maintenance. of improvements required by this Ordinance. Such documents may include, but not be limited to, a private road maintenance agreement, and articles of incorporation and restrictive covenants pertaining to a homeowner's association. These documents may be required as necessary as evidence that the ordinance requirements are being met. b. fee - 5350.00 plus 55.00 per lot (1 fee for preliminary and final plat). I, the applicant, hereby certify that the foregoing application is complete and accurate. W APPLICAN 'S SIGNATURE q OWNER'S SIGNATURE DATE DATE FEES: Amount 75, Dace Paid 7 J /� Receipt 477093 - BLACK WALNUT FARM 10 APPLICANT: / Z NT. F. REID ROBERTS O / ONE: AR LUP: AR 153.9976AC. O 2.46AC / 10 40,GAO P � SF A. I) 402 II I 2 3 23A `n 19. 99 AC. 33 24 AC 3050 i� • a� I I a e BLOCK 8 m 7 672 A MAP 6- 2 I a~ 16 P/0 326.5 AC. o � HILLSBORO TOWNSHIP III 238 -5352 �I 5278 39 32 AC D �� I O O I A C I1 / .5067 c9E�* 16AC. 3813 22A 4 2107 I / 0641 / /q �'• � z Z 9 09 3.3299 I ?e Ac 4j7l 17 ��� ORANGE COUNTY PLANNING DEPARTMENT 306F REVERE ROAD 11 HILLSBOROUGH, NORTH CAROLINA 27278 V ¢ V iw C• 4 HISTORIC PRESERVATION COMIVIISSION December 9, 1994 Mr. William J. Waddell, Jr. Chairman, Orange County Planning Board Post Office Box 8181 Hillsborough, North Carolina 27278 Re: Black Walnut Farm Subdivision Dear Mr. Waddell: The Orange County Historic Preservation Commission is concerned about the proposed Black Walnut Farm subdivision on St. Mary's Road. In our opinion, the proposed development is inappropriate for the rural and historic characteristics of the area. Two adjacent properties, Maple Hill Farm and Sunnyside, will be adversely impacted by this development. Maple Hill Farm is listed on the National Register of Historic Places, and is one of Orange County's preeminent historic sites. Sunnyside is also an important historical resource and potentially eligible for the National Register. The Planning Department informs us that the proposed Black Walnut Farms subdivision complies with existing development guidelines. Nonetheless, we are extremely concerned that future proposals for conventional subdivisions will continue to negatively impact the historic nature of the St.Mary's Road area. St.Mary's Road is a historic corridor. It follows the route of The Indian Trading Path,and several historic sites and potential archeological sites lie along it. We believe that future development along St. Mary's should preserve the historic integrity and visual qualities of the corridor by employing innovative open space design concepts. The Historic Preservation Commission applauds the efforts of the Planning Board in recommending flexible development options that will satisfactorily address the issues arising from the Black Walnut Farms subdivision proposal We share your belief that sustainable development,i.e.,allowing for economic growth while protecting our historical, environmental, and cultural resources, is critical to the future well-being of Orange County. Sincerely, Todd Dickinson Chairman /db cc: Mr. Moses Cary, Jr., Chairman, Orange County Board of Commissioners Mr. John M. Link, County Manager Mr. Marvin Collins, Planning Director 12 FISCAL IMPACT ANALYSIS FOR BLACK WALNUT FARM SUBDIVISION RESIDENTIAL SERVICE STANDARD APPROACH Prepared by The Orange County Planning Department November, 1994 PROJECT DESCRIPTION Black Walnut Farm Subdivision is a proposed 24-lot major subdivision located in Eno Township on the northeast comer of Baldwin Road and St. Mary's Road. The total area of the subdivision is 37.32 acres,and the current zoning is Agriculture-Residential.The average lot size is approximately 1.39 acres. All lots will be served by individual wells and septic tanks, and public roads. For Black Walnut Farm, project build-out is estimated at six years. Housing units will be constructed, beginning in 1995, with completion of the project scheduled for 2000. Units will consist of detached single-family homes, and the applicant estimates a beginning average sales price of$200,000, including the lot. METHODOLOGY Fiscal impact analysis is a projection of the direct, current, public costs and revenues associated with residential and non residential growth in the jurisdiction in which the growth is taking place. Fiscal impact analysis considers only direct impact in that it projects only the primary costs that will be incurred and the immediate revenues that will be generated. It calculates the financial effect of a planned development or new subdivision by considering the current costs and revenues such a development would generate if it were completed and occupied today.Fiscal impact analysis does not consider the private costs of public action. It is concerned only with public (governmental) costs and revenues. The method used in preparing the fiscal impact analysis is the Service Standard Approach. While only gross expenditures by service category are derived from the Per Capita Method,the Service Standard method determines the total number of additional employees by service function that will be required as a result of growth. This method employs average county government costs per person, average school costs per pupil, an employee to population ratio, and average operating expenses per employee for each service category and school district The number of new employees are projected and multiplied tunes the average operating expenses(includes personnel,operating and capital costs)per employee. These average costs are then weighed against per capita and per pupil revenues to project the total net fiscal impact of the developmenL 13 TABLE OF CONTENTS SERVICE STANDARD APPROACH PROJECT FISCAL IldPACT ANALYSIS Section 1 - Project Data Project Name, Township, School District Beginning Year, Ending Year, Inflation Characteristics of Households Construction Schedule/Cost Data Section 2 - Local Government and School District Data Budget Year Per Capita Revenues Per Capita Expenditures Per Student Expenditures School District Per Employee Expenditures Employees Per 1000 Population County Per Employee Expenditure Other Data Other Model Constants School District Data Section 3 - Demographic Projections Based On Project Data Total Housing Total Population School Children Additional County Employees Total School District Additional Employees Section 4 - Projected Net Fiscal Impact on County Tax Base Revenues Expenditures Net Fiscal Impact Section 5- Projected Net Fiscal Impact on School District Revenues Expenditures Net Fiscal Impact Section 6 - Summary of Projected Impacts Additional Housing Additional Population Additional School Children Tax Base County Government Balance School District Balance Total Net Fiscal Impact EXPLANATION OF TERMS AND DATA SOURCES RESIDENTIALFISCAL IMPACT TEMPLATE: SERVICE STANDARD METHOD 14 Bureau of Economic dl: Business Research-- University of Florida Modified 11/5/93 — Orange County,NC Planning Department SECTION 1 - PROJECT DATA: ENTER THE FOLLOWING DATA FOR EACH PROJECT: PROJECT: Black Walnut Farm Subdivision TOWNSHIP: Eno CONSTRUCTION PERIOD: Beginning.Year: 1995 Ending Year: 2000 Inflation:Rate: 2.90% CHARACTERISTICS OF HOUSEHOLDS: Persons/Hbuse: 2.57 Children/House: 0.44 % Non--Elderly 100.00% HOME SALES DATA: Average Distribution. Number of Sales Price of Units Year Homes S by Year 1995- 1 4 200000.;. 16,67% 1996 4 210000 16.67% 1997 4 220000 16.67% 1998 4 230000 16.67% 1999 4 24000U:'> 16.67% 2000 4 250000 16.67% 2001 Q U 0.00% 2002 0 0 0.00% 2003 . U 0.00% 2004 0 0 0.00% SCHOOL DISTRICT DATA: ENTER"1"IN( )BESIDE SCHOOL DISTRICT IN WHICH PROJECT IS TO BE LOCATED TO GENERATE STUDENT DISTRIBUTION BY SCHOOL TYPE. School District: School Attendance: Orange County ;.... 1 Elementary Scooi 50% Middle School 23% Cha i Ht1l—Ctii[iEtla�ct. r. El High 27% SCHOOL AGE CH MDREN/HOUSEHOLD: ENTER NUMBER OF UNITS BY HOUSING TYPE TO GENERATE NUMBER OF SCHOOL AGE CHILDREN. Children School Age Housing a Units Per House Children Single—Family 24. Q; 1 i Duplex/Triplex/Quadplex 0 0 0 Apartment/CvndominiumE 0 0 0 Town House 0 0 0 Totals 24 U." 11 SECTION 2 - LOCAL GOVERNMENT AND SCHOOL DISTRICT DATA 15 BiET YF..AR:; 1:943-94 COUNTY POPULATION: 100758 SCHOOL DIS'R-Wr ST€DEN POPULATION 5444 COUN'T'Y EMPLOYMENT: POSMONS PER CAPITA General fsoVerIIment 108.60 0.0011 Public Safety 134.00 0.0013 Public Works 50.00 0.0005 Human Services 24629 0.0024 Education School District) 726.00 0.0072 SCHOOL DISTRICT EMPLOYMENT: POSrrIONS PER STUDENT Total 726.00 0.1334 COUNTY PER CAPITA REVENUES $ : REVENUES PER CAPITA Taxes -,Qther Than Property 412700X1 40.96 Intergovernmental 8778421 87.12 Service Charges 2969123 29.47 Miscellaneous 787197 7.81 COUNTY PER CAPITA EXPENDITURES S : EXPENDrrURES PER CAPrrA " General Government 6251551 62.05 Public Safety 5854402 58.10 Public Works 2.7607-77 27.40 Human Services 15528989 154.12 Education(Recurring Capital} 750000 7.44 Non-Departmental 2343967 23.26 COUNTY PER EMPLOYEE EXPENDITURE S : EXPENDrrURES PER EMPLOYEE Creneral.Govcrnment 6251551 5756493 _. Public Safety 5854402 4368957 Public Works 276072? 5521454 Human Services 15528939 63051.64 Education(Recurring Capital):::: 750000 1033.06 SCHOOL DISTRICT PER STUDENT EXPENDITURES $ : EXPENDrrURES PER STUDENT County Goia 742.0172 .. 1363.00 School District 0 0.00 State:f X584881 3230.14 SCHOOL DISTRICT PER EMPLOYEE EXPENDITURES (S): EXPENDMJRES PER EMPLOYEE CauIIty Government 742EI172 10220.62 School District 0 0.00 State 17584881 2422160 TAX DATA: ENTER APPLICABLE ASSESSMENT RATIO AND ELDERLY EXEMPTION: County Tax Rate ($) 0,7460 ; Per$100 Assessed.Valuation School District Tax Rate ($} 0.0000 Per$100 Assessed Valuation Assessment Ratio: 100.00 Elderly Exemption 0 $11;000 Where Applicable SECTION 3 - DEMOGRAPHIC PROJECTIONS BASED ON PROJECT DATA 16 YEAR .: 1995.. 1996 1997 1998 1994 HOUSING UNITS 4 8 12 16 2a POPULATION 10 21 31 41 51 SCHOOL CHILDREN Elementary 1 2 3 3 4 Middle 0 1 1 2 2 High School 0. 1 1 2 2 TOTAL 2 4 5 7 9 COUNTY GOVERNMENT ADDITIONAL EMPLOYEES General Government . 0.0.. 0.0 0.0 0.0 0.1 Public Safety 0.0 0.0 00 0.1 0.1 Public Works 00 0.0 0:0 0.0 0.0 Human Services 0.0 0.1 0.1 0.1 0.1 TOTAL 0A 0.1 0:2 0.2 . 0.3 SCHOOL DISTRICT 0.1 0.1 0.2 0.3 0.4 ADDITIONAL EMPLOYEES YEAR 2000 2001 2002 2003 2004 HOUSING UNITS 24. 24 24 24 24 POPULATION 62: 62 62: 62 62 SCHOOL CHILDREN Elementary 5; 5 5: 5 5 Middle 2 2 2` 2 2 High School 3 3' 3 3 TOTAL 11. 11 11'. 11 11 COUNTY GOVERNMENT ADDITIONAL EMPLOYEES General Government 0.1 0:1. 0.1 0.1 Public Safety Q:I:> 0.1 Q:1 0.1 0.1 Public Works 0;0<: 0.0 0.0 0.0 Human Services aZ:' 0.2 0.2: 0.2 0.2 TOTAL (1.3 0.3 '0:3: 0.3 0.3 SCHOOL DISTRICT &4 0.4 GA 0.4 0.4 ADDITIONAL EMPLOYEES SECTION 4 — PROJECTED FISCAL IMPACT OF PROJECT ON COUNTY GOVERNMENT 17 YEAR 1996 194'I 1998 TAX BASE($1000) 800 1663 2591 3587 4651 REVENUES(S) Property Tax 5968. 12407 19332 26756 34693 Other Taxes 42I: 867 1338> 1835 2360 Intergovernmental 896: 1843 2845 3903 5021 Service Charges 303 623 962 1320 1698 Miscellaneous 80 165 255 350 450 TOTAL (S) 7668 15906 24732: 34165 44223 EXPENDITURES (S) General Government 638 1313 2026 2780 3575 Public Safety 59? 1229 1897 2603 3348 Public Works 282 580 895 1228 1579 Human Services 1584: 3261 5033 6905 8882 Education 2475.: 5094 7863 10788 13876 Non—Departmental 239 492 760 1042 1341 TOTAL (S) 5816 11969 18474 25346 32601 NET FISCAL IMPACTS 1852 3937 6258 8819 11622 YEAR .2000 2001 2002 2003 2004 TAX BASE($1000) 5785 5953 6126`. 6304 6486 REVENUES ($) Property Tax 431 5fi> 44411 45694< 47024 48388 Other Taxes 2315` 2999 3086 3176 3268 Intergovernmental 62 6379 6564- 6755 6951. Service Charges 2M., 2158 2220 2285 2351 Miscellaneous 55bk 572 583,; 606 623 j TOTAL ($) 5492 - 56519 55158': 59845 61580 EXPENDITURES($) General Government 4415'` 4543 4675 4810 4950 Public Safety 4135: 4254 4378': 4505 4635 Public Works 1954: 2006 2064 2124 2186 Human Services 10967:: 11285 11612 11949 1M% Education 17135> 17631 19143 18669 19210 Non—Departmental 1655; 1703 1753:: 1804 1856 TOTAL (S) 442Sft' 41423 42625: 43861 45133 NET FISCAL IMPACTS 14670 150% 15534: 15984 16448 18 - SECTION 5 - PROJECTED FISCAL IMPACT OF PROJECT ON SCHOOL DISTRICT YEAR 1995 1996 1997;. 1998 1999 REVENUES(S) County 2475 5094 7863 10788 . 13876 School District 0 0 0 0 0 State 5685 11700 18059 24777 31869 TOTAL (S) 8160 16794 25922. 35565 45745 EXPENDITURES (S) County 2475 5094 7863 10788 13876 School District 0 0 0 0 0 State 5685 11700 18059 24777 31869 TOTAL (S) 8160 16794 25922.. 35565 45745 NET FISCAL IMPACTS 0 0 0 0 0 YEAR 2000: 2001 2002 2003 2004 REVENUES(S) County 17135 17631 18143 18669 19210 School District 0 0 0 0 0 State 39352.. 40493 ..41667 42875 44119 TOTAL (S) 56486 58124 5981E1 61544 63329 EXPENDITURES($) County 17135. 17631 19143.: 18669 19210 School District 0:' 0 0:. 0 0 State 39352: 40493 41667. 42875 44119 TOTAL (S) 56486 58124 5.9810. 61544 63329 NET FISCAL IMPACTS G.. 0 E} 0 0 SECTION 6 - SUMMARY OF PROJECTED DEMOGRAPHICIFISCALIMPACTS 19 YEAR 19 5;: 1996 >].w 1998 1999 HOUSING UNITS 4-, 8 12 16 ?. POPULATION 10. 21 31' 41 51 SCHOOL CHILDREN Elementary 1' 2 3 3 4 Middle t)`: 1 1 2 2 High School 0' 1 1 2 2 TOTAL. 2 4 5 7 9 COUNTY EMPLOYEES 0.1 0.1 0.2 0.2 0.3 SCHOOL EMPLOYEES 0.1 0.1 0,2 0.3 0.4 TAX BASE($1000) 800 1663 2591 3587 4651 COUNTY BUDGET($) Revenues 7668 15906 24732 34165 44223 Expenditures 581.6: 11969 18474 25346 32601 BALANCE 1852° 3937 6258' 8819 11622 SCHOOL DISTRICT BUDGET(S) Revenues 8160 16794 25922:: 35565 45745 Expenditures 8160 16794 25922 35565 45.745 BALANCE 0' 0 0 0 0 COMBINED BUDGETS(S) Revenues 15829 32700 50654 69729 89968 Expenditures 13976-< 28763 44396 60911 78346 BALANCE 1852:' 3937 6258` 8819 11622 YEAR 2001 2002': 2003 2004 HOUSING UNITS 24= 24 24:1, 24 24 POPULATION 62 62 62' 62 62. SCHOOL CHILDREN Elementary 5 5; 5 5 Middle 2 2 2 2 2 High School 3 3 3:' 3 3 TOTAL 11 11 11= 11 I1 COUNTY EMPLOYEES 0.3 0.3 0.3 0.3 SCHOOL EMPLOYEES Q.4W' 0.4 0 4< 0.4 0.4 TAX BASE($1000) <; 578 '; 5953 6126 6304 6486 COUNTY BUDGET(!) Revenues 54192£x; 56519 58159.*: 59845 61580 Expenditures 4025 41423 42625?: 43861 45133 BALANCE 14&70 15096 15534: 15984 16448 SCHOOL DISTRICT BUDGET($) Revenues 56486;: 58124 59810 61544 63329 Expenditures 56486, 58124 5981(} 61544 63323 BALANCE 0" 0 fk': 0 0 COMBINED BUDGETS($) Revenues 111411 114644 117968 121389 124910 Expenditures 96742: 99548 102435 105405 108462 BALANCE 14670 15096 15534' 15984 16448 20 EXPLANATION OF ITMM AND DATA SOURCES SECTION I - PROJECT DATA Project data includes information about the specific development project. Much, if not all, of the information is supplied by the applicant. Data inputs include: Project Name: Name of the project. Township: Township in which the project is located. School District: School district in which the project is located. Beginning Year- The first year of the project in which dwelling units are completed and occupied. Ending Year: The last year in which dwelling units are completed and occupied. The template is set to calculate fiscal impacts for a ten-year period. Inflation Rate: Unless an inflation rate is entered, the template will calculate fiscal impacts based on constant dollars. Since the inflation rate changes frequently, the Finance Department must be contacted for the most recent figure. Persons/Household.-The estimated average number of persons/household(dwelling unit) based on 1990 Census data for the township in which the project is located.This information is supplied by the Planning Department and will be updated as necessary using population projections and building permit data. Children/Household.- The estimated average number of school age children/household (dwelling unit) based on 1990 Census data for the township in which the project is located. This information is supplied by the Planning Department and will be updated as necessary using school membership data. %Non-Elderly.-N.C.General Statutes permit an$11,000 exemption to the elderly and disabled who meet certain income criteria. In the event that elderly units are part of the project, the percentage of eligible non-elderly units is entered. The tax base will automatically be adjusted to reflect the exemption. Number of Homes: The number of dwelling units to be constructed in the project in each year. Average Sales Price:The average sales price of all dwelling units based on the number and sales price of dwelling unit types to be constructed in each year. 6MM 21 SECTION 2 - LOCAL GOVERNMENT AND SCHOOL DISTRICT DATA Local government data includes information regarding expenditures required to provide County services and revenues received based on the approved Orange County budget for the fiscal year in which the project is considered for approval.All information derived from the approved budget remains constant throughout a fiscal year (July-June) and is changed only with the approval of a new budget. Local government revenue and expenditure information is compiled on a per capita (per person) basis.Per capita figures are derived by dividing the total expenditures for a particular service function or revenue source by the estimated population of Orange County for the year in which the project is considered for approval. Populations estimates are prepared by the Planning Department. Data inputs include the following. Budget Year: The current fiscal year; i.e., 1993-94. Per Capita Revenues: The sources of revenue by major category are as follows: Taxes-Other Than Property:Revenues from taxes other than property taxes include those from sales and use taxes, franchise taxes, and animal taxes. Intergovernmental Aid: Revenues from this source, in the form of categorical aid or shared-tax revenues, are provided through State and federal assistance programs. Service Charges: Service'(or user) charges support numerous functions and are charged to those who voluntarily receive governmental services or use governmental facilities. Miscellaneous: Miscellaneous revenues include interest earnings on investments, proceeds from license and permit fees, and all other revenues. Per Capita Expenditures: Expenditures by major category are as follows: General Government: Services related to the legislative, administrative, financial, and legal functions of government. Public Safety: Law enforcement services and emergency medical services. Public Works: Efforts related to the maintenance of County-owned property and the provision of sanitation (solid waste disposal) services. Human Services Departments responsible for the provision of health, social, and recreation-related services. Education:Orange County supports two school units, the Orange County school system and the Chapel Hill\Carrboro school system. This category includes appropriations made to the designated school system for Recurring Capital items. Recurring Capital funds are used for general maintenance,purchase of new equipment/furnishings and vehicle maintenance. Non-Departmental• Contributions to agencies providing cultural and social services outside the formal structure of county government. Other expenditures include equipment replacement and contingency funds. Although there are no employees generated by this category, it has been included as an operating expenditure. It will be included in Section 4,"Total Annual County Expenditure." These expenditures will be calculated on a per capita basis as opposed to a per employee basis. 22 Per Student Expenditures:Information regarding expenditures required to provide educational services and revenues received are based on the approved school system budgets for the fiscal year in which the project is considered for approval. All information derived from the approved budgets remains constant throughout a fiscal year (July-June) and is changed only with the approval of new budgets. Expenditure information is compiled on a per student basis for County Government Current Expense, School District and State appropriations. County Government Current Expense Rinds are used for general operation purposes including Instruction and Support Services. Federal revenues and expenditures and other local revenues such as Fund Balance have not been included since they are not directly growth related. Per student figures are derived by dividing the total appropriation for educational purposes from a particular source by the estimated number of students to be enrolled in the applicable school system for the year in which the project is considered for approval. Student enrollments are obtained from the approved school system budgets. County Government: Expenditures in this category are based on appropriations to the school systems by Orange County for Current Expense. The minimum level of per student appropriation is determined by the State Board of Education. School District-Expenditures in this category are unique to the Chapel Hill-Carrboro school system and are based on the level of expenditures possible through assessment of a supplementary school tax. State: Expenditures in this category are based on appropriations from the State Board of Education. School District Per Employee Expenditure: Expenditures per employee based on County, School District and State appropriations, and the total number of school district employees. Employees Per 1000 Population:The number of employees in a particular service category per 1000 population. County Per Employee Expenditure: The average operating and capital expenses per employee in a particular service category. Total expenses in each category includes personnel,operating and capital costs. Other Data: County Government Tax Rate: The County tax rate per $100 of assessed valuation. Since the per capita method focuses only on operating expenditures, the tax rate is reduced by an amount equal to the debt service payments from property taxes for capital projects. School District Tax Rate:The supplementary tax assessed on behalf of the Chapel Hill-Carrboro school system. Assessment Raba The ratio of market(sales)value to assessed value based on information supplied by the Tax Office. The assessment ratio is used to convert market value to assessed value for the purpose of computing the tax base. Other Model Constants Elderly Exemption:For projects developed partially or exclusively for elderly(65 and older) or disabled individuals whose annual income does not exceed$12,000,an$11,000 tax exemption is used in projecting the tax base. School District Employees Per Student:The number of employees per student in a specific school district. 23 SECTION 3 - DEMOGRAPHIC PROJECTIONS BASED ON PROJECT DATA Demographic projections provide information about the number of new residents and school children anticipated in Orange County resulting from project development.Projections also provide the number of additional employees required per service function and school district as a result of the new development. Total Housing Units: The cumulative total of new housing units added each year by project development. Total Population:The total population added each year by a project derived by multiplying the number of homes to be constructed by the number of persons per household (see Section 1). School Population: The total number of school children added each year by a project derived by multiplying the number of homes constructed by the number of children per household (see Section 1). Additional County Employees: The number of additional employees required per service category based on project development. Total: Total of all additional county employees required based on project development. School District Additional Employees: The number of additional employees required per school district based on the project development. SECTION 4 - PROJECTED NET FISCAL IMPACT ON COUNTY Tax Base:The tax base represents the increase in assessed property value expected each year resulting from project development.The values shown are in$1,000's and are derived from a formula which includes the number and sales price of homes, and the assessment ratio. Where applicable, the percentage of non-elderly units and elderly exemption are also used. Revenues:All revenues are derived from a formula which multiplies the per capita revenues (Section 2) times the projected population(Section 3).The exception to this is the property tax which multiplies the tax base times the county government tax rate. Expenditures: All expenditures are derived from a formula which multiplies the per employee expenditure (Section 2) times the number of additional employees (Section 3). Net Fiscal Impact: The net balance is the difference between projected expenditures and projected revenues. A negative net balance indicates that it costs Orange County more to provide services to a project than it receives in revenues.A positive net balance indicates that more revenues are received than it costs to serve a project. Positive net balances in one project may thus be used to offset negative balances in another. 24 SECTION b - PROJECTED NET FISCAL IMPACT ON SCHOOL DISTRICT Revenues: The County contribution is derived by transferring education expenditures by County government(Section 4).Revenues derived from the school district tax are derived by multiplying the school district tax times the tax base. State revenues are derived by multiplying the per student expenditure figure times the total projected number of school children (Section 3). Expenditures: Expenditures are derived from a formula which multiplies each per student expenditure (Section 2) times the total projected number of school children (Section 3) and adding the results. Net Fiscal Impact: The net balance is the difference between projected expenditures and projected revenues. A negative net balance indicates that it costs the school system more to provide educational services for children in a project than it receives in revenues.A positive net balance indicates that more revenues are received than it costs to serve a project. Positive net balances in one project may thus be used to offset negative balances in another. SECTION 6 - SUMMARY OF PROJECTED R"ACTS 25 HOUSEHOLD OCCUPANCY CHARACTERISTICS FOR ORANGE COUNTY, NC BY TOWNSHIP (3) (4) (5) Children. Children School Age School Age Number Persons Persons Under 18 Under 19 Children: Children of In Per In Per In. Per Township Households Households Household Households Household Households Household 1990 CENSUS Bingham 2156 5177 2.40 1122. 0.52 721 0.33 Cedar Grove 1345 3676 2.73 865 0.64 624 0.46 Chapel Hilt 23942 53108' 2.22 9939 0.42. 6980 0.29 Cheeks 2036 5422 2.66 1340 0.66 999 0.49 Eno. 2037 . 5245 2.57 1285 0.63 896 0.44 Hillsborough 3811 9816 2.58 2567 0.67 1777 0.47 Little River 777 2183 2.81 580 0.75 402 0.52 Orange County 36104 84627 2.34 17698 0.49 12399 0.34 1980 CENSUS Bingham 1660 3954 239 1021 0.62 N/A 0.56 Cedar Grove 1176 3166 2.69 919 0.78 N/A 0.66 Chapel Hill 18599 50572_ 2.72 8374 0.45 N/A 0.67 Cheeks 1693 4821 2.85 1466 0.87 N/A 0.70 Eno 1770- 4450'.: 2.51 1230. 0.69 NIA 0.62 Hillsborough 3233 8599 2.66 2421 0.75 N/A 0.65 Little:River 576 :1493: Z:59 443. 0.77 N/A 0.64 Orange County 28707 77055 2.68 15879 0.55 N/A N/A NOTES: (1)Number of households included under 1980 Ceases data is number of housing units. (2)Persons in households included 1980 Census data includes population in households as well as group quarters. (3)Number of children under 18 years of age includes children living in group quarters due to lack of breakdown by household in available Census data. (4)Data not available from 1980 Census. (5)1990 data calculated using demographic multipliers from 'The New Practitioner's Guide to Fiscal Impact Analysis'by Burchell,Ustokin,and Dolphin. 26 GENERAL FUND REVENUES - FY 1993-94 ORANGE COUNTY BUDGET 1993 ORANGE COUNTY POPULATION 100758 % OF % OF PER CAPITA TYPE AMOUNT SUBTOTAL TOTAL REVENUE PROPERTY TAXES Gurrerit Taxes $36.119,679 98.33%.. 67.64% $358.48 Delinquent Taxes $475,000 3.29% 0.89% $4.71 Interest on Del inquentTaxes $1.40,000 0.38% 0.26% $1.39 Late Listings $0 0.00% 0.00% $0.00 Vehicle.LPeaks 0.00% 00 $0.00 SUBTOTAL. $36,734,679 100.00% 68.80% $36458 OTHER LOCAL TAXES Saiea and Use Tax : $319501000 9671* 7.40% $39.20 PrWege license Tax N/A 0.00% 0.00% $0.00 Franchise Tax $107,000 2:59'% 0.20% $1.06 Animal Tax $70,000 1.70% 0.13% $0.69 SUBTOTAL $4,127,000 100.00% 7.73% $40.96 INTERGOVERNMENTAL icngibies,Tax. $2,073 400 23.61% 385% $20.57 Seer&Wine Tax $157,437 1.79% 0.29% $1.56 Health x,063 V3% $3.86 Social Services $4,523,440 51.53% 8.47% $44.89 Ag€ngfCATC?535 &6m t}611% $3.18 Other Staffs $789,946 9.00% 1.48% $7.84 Lora!_. $525,000 5:96% 098% $521' SUBTOTAL $8,778,421 100.00% 16.44% $87.12 SERVICE CHARGES Registsr,of Deeds. $511;902 3M7196 1.71%. $9.05 _. Land Records $30,975 1.04% 0.06% $0.31 g $0.91 Pknnirt Fees: Sheriff $767,213 25.84% 1.44% $7.61 EMS APS Fees $4,200 0.14% 0.01% $0.04 Hegitia 453$:768:. 18;0146 .. 1>00% ,.: $5.31 Social Services $38,000 1.25% 0.07% $0.38 AgingLC�T . $191:,965 Recreation& Parks $63,412 2.14% 0.12% $0.63 Tax Collection Chsrg*s $72;040 2;42% 0:13% $0.71 Miscellaneous Charges $991068 3.34% 0.19% $0.98 SUBTOTAL $2,969,123 100.00% 5.56% $29.47 27 GENERAL FUND REVENUES - FY 1993-94 ORANGE COUNTY BUDGET (CONTINUED) 1993 ORANGE COUNTY POPULATION 100758 % OF % OF PER CAPITA TYPE AMOUNT SUBTOTAL TOTAL REVENUE MISCELLANEOUS Interest Earnings $310,000 39.38% 4.58% $3.08 Licenses&Permits $230,700 29.31% 0.43% $2.29 All Other Revenue $246,497 31.31%. a46% $2.45 SUBTOTAL $787,197 100.00% 1.47% $7.81 FUND TOTAL $53,396,420 100.00% 100.00% $529.95 Source:FY 1993-94 Approved Budget,Orange County, N.C. 28 GENERAL FUND EXPENDITURES-- FY 1993-94 ORANGE COUNTY BUDGET 1993 ORANGE COUN'T'Y POPULATION 100758 %OF % OF PER CAPITA TYPE AMOUNT SUBTOTAL TOTAL EXPENSE GENERAL GOVERNMENT Commissioners $304,099 4.86% 0.59% $3.02 Courts $11,000 0.18% 0.02% $0.11 Elections $261,283 4.1696. 0.5t% $2.59 Manager $521,356 8.34% 1.01% $5.17 Personnel $357,.133 5,71% 0.6996 $3.54 Budget $148,268 2.37% 0.29% $1.47 Finance $239,849 3.84% !0.47% $2.38 Purchasing $159,082 2.54% 0.31% $1.58 Data Processing. $425,353 6:80% Q83% „ $4.22 Central Services $653,144 10.45% 1.27% $6.48 Register of Deeds $584,441 9:43% t:.14% $5.85 TaxAssoseor $723,433 11.57% 1.40% $7.18 Land Records. $315,635::: 8:05%. 0.61% $3.13 Tax collector $310,467 4.97% 0.60% $3.06 Planning&tnspec tlons $1,232.008 19.71% 2,39% $12.23 SUBTOTAL $6,251,551 100.00% 12.14% $62.05 PUBLIC SAFETY Sheriff $3.8"42.18? 63:6396 7.46% ..... $38.13 Domestic Violence $38,188 0.65% 0.07% $0.38 Emergency SenAces >St,974,017 " 33:7246 3.8396 $19.59 SUBTOTAL $5,854,402 100.00% 1137% $58.10 PUBLIC WORKS 8uildifIge&Grounds $1,6&17,002. 54 5946 2,9346 $14.96 Other $177,134 6.42% 0.34% $1.76 Motor Pod $1'2,38?' 2.629& O 4% $0.72 Sanitation $1,004,204 36.37% 1.95% $9.97 SUBTOTAL $2,760,727 100.0096 5.36% $27.40 HUMAN SERVICES Sad d�Water;: $182,52x'1 i..g596 032% $1.fi1 Economic Development $187,691 121% 0.36% $1.86 $oclst Ssrvices $@;196.043 511:219& 17.88% $31.26 Health $3,367,943 21.69% 6.54% $33.43 Agricultural E)denaion: $288,948 1;7496 Ck5296 <> $2.68: Recreation& Parks $542,847 3.50% 1.05% $5.39 Aging _ _ $818.1.12 3.32% 1.0096: CAT $+07,979 2.63% 0.79% $4.05 Commission for Women $173,408 0.47% 0.14% $0.73 Library $393,934 2.54% 0.76% $3.91 ChOd Support $411,564 2.65% 8.190% $4.08 SUBTOTAL $15,528,989 100.00% 30.15% $154.12 29 GENERAL FUND EXPENDITURES— FY 1993—94 ORANGE COUNTY BUDGET (CONTINUED) 1993 ORANGE COUNTY POPULATION 100758 % OF % OF PER CAPITA TYPE AMOUNT SUBTOTAL TOTAL EXPENSE EDUCATION Curtent Expense Orange County $7,420,172 39.56% 14.41% $73.64 Chapel Hill $9,838,134 52.45% 19.10% $97.64 Recurring Capital Orange County.. $750,000 4.00%. 1.46%_ $7.44 Chapel Hi9 $750,000 4.00% 1.46% $7.44 SUBTOTAL $18,758,306 100.00% 36.43% $186.17 NON—DEPARTMENTAL Agency Contrbu*m, $1.893.978 80180%* 3.68% $18.80 Fund Tranfers $15,000 0.64% 0.03% $0.15 Miscellaneous $434,989 18.56% 0.84% $4.32 SUBTOTAL $2,343,967 100.00% 4.55% $23.26 FUND TOTAL $51,497,942 100.00% 100.00% $511.11 Source:FY 1993-94 Approved Budget,Orange County,N.C. NUMBER OF EMPLOYEES- FY 1993-94 ORANGE COUNTY BUDGET 30 1993 ORANGE COUNTY POPULATION 100758 PERMANENT FTE % OF %OF POSITIONS FUNCTION POSITIONS SUBTOTAL TOTAL PER CAPITA GENERAL GOVERNMENT Commissioners 3:225 2.97% 015% 0.00003: Courts WA 0.00% 0.00% 0.00000 Elections 3:500. 3.22% 0.16% 0.00003 Manager 8.000 7.37% 0.37% 0.00008 Personnel 6.000 5.53% 0,28% 0.00006 Budget 3.000 2.76% 0.14% 0.00003 Finance 5.000 4.60% 0.23% 0.00005 Purchasing 3.000 2.76% 0.14% 0.00003 Data:Processing 5.370 4.94% 0,25% 0.00005 Central8eNices 3.000 2.76% 0.14% 0.00003 Register of Deeds :14.750 13.58% 0:68% 0.00015 Tax Assessor 18.000 16.58% 0.84% 0.00018 rand RscoMs 6.000 5.5395 0.28% 0.00006 Tax Collector 6.000 5.53% 0.28% 0.00006 Planning&lnspectlons 23.750 21.87% 1:10% 0.00024 SUBTOTAL 108.595 100.00% 5.04% 0.00108 PUBLIC SAFETY Sttwff 85.500 83.81% 3097% 11,00085 Domestic Violence 1.000 0.75% 0.05% 0.00001 EmergencyServloea 47:500 35:43% Z21%: : 0.00047 SUBTOTAL 134.000 100.00% 6.22% 0.00133 PUBLIC WORKS Buildip".4 Orounds 28.000 5&00%: 1::30% 000028 .Other WA 0.00% 0.00% 0.00000 Mcior Pool 5.000 IM00% . 0:23% 0100005 Sanitation 17.000 34.00% 0.79% 0.00017 SUBTOTAL 50.000 10040% 2.32% 0.00050 HUMAN SERVICES $oa&Water: .... .< 0.00004 ... .... ...._. _:. . ._. Economic Development 3.000 1.22% 0.14% 0.00003 $cow Sorvtcss : 107:100 43.4A% 4 8791 0.00106 Health 69.650 2828% 3.23% 0.00069 Agricultural Edansion. 9'.750.:, 3969f� ORS% 0.000to: Recreation& Parks 11.375 4.62% 0.53% 0.00011 Aging 10.450 42496 0:49% 000010 CAT 10.515 4.27% 0.49% 0.00010 Commission for Women 1.750 M71% 008% 0.00002 t.ibrary 8.700 3.53% 0.40% 0.00009 Child Support 10:000 4.0696 046% 0.00010 SUBTOTAL 246.290 100.00% 11.44% 0.00244 I 31 i NUMBER OF EMPLOYEES- FY 1993-94 ORANGE COUNTY BUDGET (CONTINUED) 1993 ORANGE COUNTY POPULATION 100758 PERMANENT FTE % OF % OF POSITIONS FUNCTION POSITIONS SUBTOTAL TOTAL PER CAPITA EDUCATION Orange County 728.000 44.97%. 33.72% 0.00721 Chapel Hil 888.410 55.03% 41.26% 0.00882 SUBTOTAL 1614.410 100.00% 74.97% 0.01602 FUND TOTAL 2153.295 100.00% 100.00% 0.02137 Source:FY 1993-94 Approved Budget,Orange County, N.C. 32 Date: November 8, 1994 HAND DELIVERED TO: Orange County Planning Department 306F Revere Road Hillsborough, NC 27278 Attn: Mr. Eddie Kirk Subject: Impact Statement - Black Walnut Farms Dear Eddie: This letter is written in an effort to respond to your recent request concerning the Impact of the proposed 24 lot subdivision of Black Walnut Farms. We anticipate that this will be sufficient information to answer your questions as it pertains to the Orange County Subdivision Ordinance. The likely value of the homes when complete on the proposed 24 lots of Black Walnut Farms will typically range in value beginning with $200, 000 in the first year increasing in $10, 000 increments per year. (Example: 1994 : $200, 000, 1995: $210, 000, 1996: $220, 000. ) There will be four (4) houses sold per year with a sell out period of six (6) years. Sincerely, Steve Yuhasz ENT Land Surveys, Inc. 33 11/21/94 PLANNING BOARD MINUTES-(Approved 12-19-94) collector roads in the development. Agency comments were received from Environmental Health, Soil & Water Conservation, Emergency Management, Recreation and Parks, County Attorney, Erosion Control, and NCDOT. Applicable comments have been incorporated into the Resolution of Approval. The Planning Staff recommends approval of the Preliminary Plan for Fox Hill Farm Phase One Section C subject to the conditions contained in the Resolution of Approval (copy an attachment to these minutes on pages ) . Burklin asked when the Board would see the overall plan for Fox Hill Farm. Kirk responded the overall plan will be presented with' the next concept plan. Burklin continued that it is very difficult to determine how one phase relates to the other, particularly regarding the streets. Barrows asked about the impact letter. Kirk responded that it addresses question C 7 on the application which is: If the subdivision contains 10 lots or more the following information shall be submitted with the application: a. Number of years to buildout. b. Number of houses to be built during each year to buildout. C. Average price of houses including lots for each year to buildout. MOTION: Burklin moved approval as recommended by the Planning Staff. Seconded by Hoecke. VOTE: Unanimous. (2) Black Walnut Farm (24 Lots - Eno Township) Presentation by Eddie Kirk. The property is located on the east side of Baldwin Road (SR 1554) at the intersection of Baldwin and St. Mary' s Road (SR 1002) in Eno Township. It is zoned Agricultural Residential and designated Agricultural Residential in the Land Use Element of the Comprehensive Plan. Land uses in the area include farming and 34 scattered residential houses. The area proposed for development is 44 .30 acres in size with 25 lots. The minimum lot area is 1.0 acres with an average lot size of 1.39 acres. Access to the property is from Baldwin Road (SR 1554 ) . A public road is proposed to serve the subdivision. A 1992 traffic count on Baldwin Road indicated 110 trips per day just north of the intersection with St. Mary' s Road. A Duke Power Company Transmission line runs through the northern part of the property and a 50 foot buffer is provided on each side of the right-of-way. Lots will be served by individual wells and septic tanks. The Hillsborough Thoroughfare Plan calls for Baldwin Road to be realigned to connect with Lawrence Road. It also indicates that Baldwin Road is to have a 100 foot right-of-way. Orange County has not adopted the Town of Hillsborough Thoroughfare Plan. The Planning Board approved the Concept Plan for Black Walnut Farm on August 15, 1994 with a dedicated right-of-way being provided to the northern property line. Agency comments were received from the Town of Hillsborough, Environmental Health, Soil & Water Conservation, Emergency Management, Duke Power, Recreation & Parks, County Attorney, Erosion Control, and NCDOT. Applicable comments have been incorporated into the Resolution of Approval. The Planning Staff recommends approval of the Preliminary Plan for Black Walnut Farm subject to the conditions contained in the Resolution of Approval (copy an attachment to these minutes on pages ) . Kirk referred to a letter received from Diane Lea, Preservation Director with North Carolina Estates. Ms. Lea expressed concern with the protection of rural viewsheds and Maple Hill which is listed on the National Register of Historic Places. Kirk noted that the applicant has offered to provide a 50-foot buffer along the property line to the east to preserve the trees and, also to plant trees along the back of lots 22, 23, and 24 which would protect the view from St. Mary' s Road. This was just offered by the applicant/representative Stephen W. Roberts and 35 is not a condition in the Resolution of Approval. Kirk further noted that concerns have been raised regarding the Baldwin house, Sunnyside, which has historical significance. Laura Baldwin spoke expressing the concerns of her family regarding Sunnyside which is adjacent to the proposed subdivision. She expressed the concern that the right of way on Baldwin Road would come within 15 feet of the Baldwin house, a historical landmark of Orange County that was built by Captain John Berry over 150 years ago. She noted also that it is under consideration by The National Register of Historic Places. Ms. Baldwin continued expressing concern that the minimum lot sizes are not conducive with the current setting of the area. She noted that there seemed to be considerable "hop scotch" development occurring along St. Mary' s Road and felt the impacts of increased traffic is an issue that should be addressed. Ms. Baldwin stated that she does respect the rights of others to develop their property but she felt she should have some say in how the development appears and how it affects her property and its historic designation. (The letter from the Baldwin Family is an attachment to these minutes on page . ) Mr. Jim Myers stated that he and his wife own property immediately to the east of the proposed subdivision. He read a letter written by his wife, Ann Hollandsworth Myers, which is an attachment to these minutes on page Mr. Stewart Barbour read a statement opposing the development of the proposed Black Walnut Farm subdivision. A copy of that statement is an attachment to these minutes on pages Chair Waddell asked that Mr. Barbour indicate the disputed property lines on the map provided by the Planning Staff. Mr. Barbour asked that the subdivision be placed on hold until such time as all the boundary disputes with the Reids are settled to the satisfaction of the people involved. Ms. Josephine Barbour asked if the Township Advisory Councils are in effect and why they were 36 not informed of the proposed subdivision. She expressed concern with the current traffic on Lawrence Road, St. Mary' s Road and Baldwin Road. Turns to the right or left off Lawrence Road to Baldwin Road are extremely difficult. She also asked if the dedication for recreation and/or payment-in-lieu requirement is still in effect. In response to Ms. Barbour' s question regarding notification of the proposed subdivision, Kirk stated that adjoining property owners are not notified of proposed subdivisions. In the case of a planned development, rezoning or special use permit, property owners within 500 feet. Neither Waddell or Kirk could respond to the question regarding the status of the Township Advisory Council for Eno Township; staff will get information on this question. Ms. Barbour emphasized that the road situation at the present time is very dangerous and encroaches very close to the Baldwin house. She agreed with Ms. Baldwin' s concern for protection. Waddell responded that at the concept plan stage for the subdivision, the Planning Board was concerned about the "non-conjunction" of the two roads. Ms. Baldwin stated Stephen Roberts approached her regarding the paving of the road and that was the way she learned of the proposed subdivision. Waddell responded that by ordinance, it is not required to notify adjacent property owners of proposed subdivisions, only planned developments, rezonings, and special use permits. Waddell continued, regarding the Planning Board' s concern about alignment of Lawrence and Baldwin roads; the Board was informed that the realignment was listed as a priority by NCDOT. Waddell addressed the question from Ms. Barbour regarding dedication or payment-in-lieu stating that requirement is still in effect. Jim Myers asked about the process to place the subdivision on hold to provide the additional information asked for by adjacent property owners. Waddell responded that if the Planning Board approves this preliminary plan, it will be forwarded to the Board of Commissioners for discussion and decision. Waddell agreed with Mr. Meyers that this was the time to present their concerns. Diane Lea read the letter she had prepared and 37 FAXED to Kirk. A copy of the letter is an attachment to these minutes on pages Ms. Lea referred to the recently completed architectural and historic inventory for Orange County noting that both Maple Hill and Sunnyside have been identified as particularly important projects. She continued that the Meyers ' had commissioned for and received the nomination for placement on the National Register. She felt that all of the research involved in this procedure is encouraging to developing the next step of the County planning process which is to develop a Preservation Element for the Comprehensive Plan. Ms. Lea continued, speaking to the issue of case studies and historic preservation. She noted that her work with preservation and marketing of historical properties indicated it is the setting of the properties and maintaining its historical context that is as important to conveying the message of the historic property as intact architecture and well-maintained property. She felt the consultant will be able to recommend some new/additional techniques to the County to protect such areas as the one under discussion. While she was encouraged with the buffering and landscaping to protect the view from St. Mary' s Road indicated by Kirk, she felt it was only the first step. With everything that is happening in Orange County at the present time, she felt it is very important that the historic properties be protected. She felt it would be advisable to postpone a decision on this subdivision until the consultant can review this as one of the case studies. Mr. Jay Ladd, new owner of Maple Hill, asked that the process for subdivision approval be explained. Kirk responded that the three steps for subdivision approval are: Concept Plan, Preliminary Plan and Final Plan. He explained the requirements of each step. Mr. Ladd stated that he was not opposed to development; his concern was with the density of 25 homes on 35 - acres of land on a dirt road and the traffic impact. Steve Yuhasz, surveyor, responded that one unit per acre is not dense development; five units per acre is dense development. He felt there was a certain amount of perspective that must be taken. He felt that the area of US 70 and St. Mary' s 38 Road must be viewed as a large number of residential properties with scattered large parcels. He continued that there is no discrepancy or controversy regarding the eastern property line. It agrees with previous surveys. The dispute between Reid Roberts and Stewart Barbour is exactly where the property line is from some point on St. Mary' s Road to some point in the Eno River. Yuhasz noted that he had suggested to Mr. Barbour that "if he would put his foot down where he believes the line to be, then we would be more than willing to look for that to be a reasonable point to agree to a line so as to end this controversy" . Yuhasz noted that is still the situation and that disputed parcel will be part of Lot A which is larger than what is required. Wherever the line is will not affect the subdivision in any way. Scott asked for clarification of the approximate location of the line. Yuhasz responded that the Barbour line goes into the Eno River somewhere west of the bridge; the exact point is undetermined. He continued that he has it narrowed down to approximately thirty (30) feet either way and the original deeds from which these properties were taken have errors up to sixty (60) feet. Thus, what it will take to settle the issue is an agreement with the property owners. He reiterated that this dispute has no impact on this subdivision. Howie asked if Lot A is the 25th lot. Yuhasz responded that it is and it is the owner's residence. Howie continued, asking about the possibility of further subdivision of Lot A. Yuhasz responded that was a possibility, any parcel larger than the minimum lot size has the potential for further subdivision. However, that is not a part of the owner' s plan at this time. In regard to the realignment of Baldwin Road, Yuhasz stated that the applicant will provide for the realignment of Baldwin Road with St. Mary' s Road. Kirk stated that he had contacted NCDOT and they indicated they had no plans for realignment of Lawrence to connect to Baldwin. Diane Lea reiterated that she felt this was definitely intense development for St. Mary' s Road despite comments from Mr. Yuhasz. She suggested that the Planning Department Staff do a 39 survey of St. Mary's Road to determine what is dense development for that area. Jay Ladd, owner of Maple Hill, asked who sets the speed limit and the response was NCDOT and any requests for changes should be made directly to NCDOT. Mr. Myers asked about written material regarding specifications on the cost of the homes. It was noted that the cost of the homes would not be determined by the Planning Board. Mr. Myers expressed concern that property values might be affected. Waddell responded that estimates in the agenda materials indicated $200,000 to $220, 000. Scott stated that most developers have covenants that address size and styles of houses, as well as other marketing features. Those issues are determined by the developer. Walters asked about the time limit that the Planning Board has to make a recommendation. Waddell responded that a recommendation could be delayed, action is required by January 5, 1995. Stephen Roberts, representing his father, Reid Roberts, stated that his family does want to build a subdivision. He noted that he would like . to become a prominent developer in this area at some point in the future. He continued that his family has taken great pains to take everyone' s thoughts and considerations on how to develop the property. He expressed his apologies that the neighbors were not notified but noted that he thought the Planning Department would take care of the notification. Mr. Roberts stated that he has been in contact with the district engineer for NCDOT from the beginning of the proposed subdivision. He noted that at the concept plan stage, the Planning Board had expressed a preference for the entrance to the subdivision to be on Baldwin Road and he stated that the traffic from a subdivision of twenty-four lots is not a great amount of traffic. He continued that Baldwin Road will be paved from St. Mary' s Road 200 feet past the entrance by the developer, (his family) . To address the Baldwins concerns, this road will not encroach on their property at all. Roberts will give up the sixty-foot right-of-way all the way to the entrance of the subdivision. Mr. Roberts continued that his family proposes to 40 create a subdivision that is an outstanding example of what they would like to have in this community. He stated that they are a family of integrity and responsibility and would not do anything to harm the community. He continued that the homes in the subdivision would be $200,000 to $225,000 including the cost of the lots. Nice landscaping and restrictive covenants will be a part of the subdivision. In response to the boundary line dispute with Mr. Barbour, Mr. Roberts indicated he has been in communication with Mr. Barbour' s family and they are sincerely trying to settle the issue. He stated: "Mr. Barbour, we just want you to put your foot down where you say it is and we will go with it" . He continued that they want to be good neighbors and provide a good development on this property for Orange County. He indicated respect for every question that had been asked. He expressed respect for the historical register and the preservation of historical properties. He indicated the intent to plant 400 trees in the open pasture area and make an upscale development for the area. Mr. Roberts continued that everything asked for by the Planning Staff and Planning Board has been done or provided. He indicated understanding of the concerns and reiterated that he intends to do what is right and preserve the historical nature of the area. He concluded his comments requesting that the subdivision be approved so he could move forward with the development, building nice homes to bring nice clientele to Orange County. Ann Myers asked about the price range of the lots. Mr. Roberts responded that has not been determined. When that decision is made and the property marketed, it will be publicized. Waddell reminded the citizens that the cost of the lots is not a decision factor for the Planning Board. Laura Baldwin asked why there is not a proposal for the joining of Lawrence Road with Baldwin Road with the developer assuming the costs. She felt this would be a more simple solution than having Mr. Roberts provide a sixty-foot right-of- way. She emphasized again that she was not against the Roberts ' family developing their land, just wanted the area residents to have some say in how the area will be developed. Stewart Barbour expressed concern that more 41 development than this 25-lot subdivision would be approved due to the remainder of the Roberts property. He was concerned that it would eventually be a 150-lot subdivision. He emphasized again that consideration of the subdivision should be delayed until all the boundary disputes are settled. Mr. Jay Ladd requested that consideration be postponed until the residents of the area could give intelligent points of view on the issues. He emphasized that the right of the Roberts to develop their property is not being questioned; the impact on the area is the concern. There has not been sufficient time for determination of those impacts. Waddell informed the citizens that, if the Planning Board should recommend approval of the subdivision, it would be forwarded to the Board of Commissioners and they would have the opportunity to speak their concerns at the Board of Commissioners first meeting in December. Laura Ladd asked if an environmental impact study had been done on this development. Waddell responded that there are requirements for sizes of developments and apparently, the size of this development does not require an environmental impact statement. Ms. Ladd continued, asking about water runoff. Kirk responded that would be reviewed and addressed by the Erosion Control Officer. Stephen Roberts spoke to Ms. Baldwin' s comment regarding the alignment of Lawrence Road to come into the Roberts property. He stated that his first objective was to realign Lawrence Road into the subdivision to lessen the dangers of the intersection at Lawrence. That was not approved when the concept plan was presented. It was not the intent to join Baldwin Road because of the amount of thoroughfare traffic that would be created. Mr. Roberts referred to a letter sent to him by Tommy Dyer, District Engineer with NCDOT, which details everything that must be done in order to pave Baldwin Road. Property has been given to NCDOT for sight distance. The intersection coming into St. Mary' s Road is safe according to NCDOT guidelines. He noted that the road by Ms. Baldwin' s home will be paved. Mr. Roberts again expressed understanding for the neighbors' concerns and stated that every 42 consideration will be taken to protect their property. Erosion control will be handled by County Staff and he noted that he had installed proper terracing for control of the water. The final comment addressed by Mr. Roberts was the neighborhood concern regarding notification of the proposed subdivision and Planning Board meeting. He stated that he did not feel his family should be penalized because they did not receive notification. He apologized, but felt it was not his responsibility for notification. Jobsis asked about the existing density in the area. Kirk responded that there is not a lot of development in the immediate area. East of the creek toward Hillsborough is higher density. There are large tracts of land along Baldwin Road to Lawrence Road. Scott noted that Thompson' s Cross Subdivision is about 1 1/2 miles away and it contains 1-acre lots. While there are large tracts of farmland adjacent to this property, there are some 1-acre lots close by. Burklin noted that a letter was included in the last agenda from the Town of Hillsborough regarding alignment and asked for an update. Kirk responded that the Hillsborough Thoroughfare Plan includes the realignment of Baldwin Road to connect with Lawrence Road and indicates that Baldwin Road should have 100-foot right-of-way. However, Orange County has not adopted the Hillsborough Thoroughfare Plan. Kirk continued that a copy of the preliminary plan for Black Walnut Farm Subdivision was forwarded to the Town of Hillsborough and comments were the same as for the concept plan - they would like realignment. Rosemond asked Ms. Baldwin about her statement regarding the road coming within fifteen feet of her chimney. Ms. Baldwin responded that Mr. Roberts had answered that concern when he stated he would be giving the right-of-way for Baldwin Road. Mr. Roberts stated that NCDOT has given his family a proposal for participatory paving with a sixty-foot right-of-way. That moves the road off the Baldwin property. Mr. Jim Myers asked that consideration be delayed until the Planning Board can visit the site. Scott reminded the Board that the applicant has met the ordinance requirements. I I I 43 Ms. Baldwin expressed concern with hop-scotch development and indicated that she felt the current guidelines and regulations do not address all of the rural areas of the County. Scott stated again that the applicant has applied under the existing rules and regulations and has met the requirements. He agreed that some of the rules and regulations should be changed, but he felt the Planning Board is obligated to make its . recommendation on the current regulations . It is a two-way street; some give and take, but, the developer should not have to do all the giving. Burklin observed that he agreed with much of the information presented, but felt there were not many tools to work with without an open space plan in place. He felt an open space plan would provide premium incentives, such as historic preservation, scenic vistas, etc. as tools to help developers. Rosemond stated that a definition for the preservation of historic areas has not been determined and she would like to hear more discussion of what is really meant by the term "preservation of historic areas" . She asked about the possibility of the developer and neighbors working together to determine a more agreeable development plan. Mr. Roberts responded he would have to speak with his father about such a possibility. Steve Yuhasz stated that he felt that there might be a possibility of more discussion, but, he felt the compromise the neighbors are looking for is a reduction of lots and that may not be an acceptable alternative to the property owners. He also felt there would be on-going discussion regarding buffers but he did not see a compromise that would be acceptable to all those involved. Hoecke stated that the developer has made a point about being a good neighbor. He felt it was time for discussion between the neighbors and developer, so, he was in favor of postponement. MOTION: Reid moved to accept the Planning Staff recommendation with the addition of the condition that a fifty-foot buffer be placed on the eastern property line. Seconded by Scott. It was determined that delaying a decision until 44 the December 19 Planning Board meeting would still keep the Board within the time frame indicated by the Subdivision Regulations. Barrows expressed support for the suggestion made by Hoecke for discussion between the developer and neighbors. Burklin stated that suggestion would also allow for more information from NCDOT. Mr. Yuhasz stated that a letter has already been received from NCDOT agreeing to participatory paving of Baldwin Road and some details remain to be worked out. Howie also agreed with the suggestion for postponement. VOTE: 5 in favor. 6 opposed. Motion failed. MOTION: Hoecke moved for postponement until the next Planning Board meeting on December 19, 1994 . Seconded by Barrows. VOTE: 6 in favor. 5 opposed. Waddell reminded the Planning Board and citizens that, if the Planning Board does not make a recommendation within its timeframe, it becomes an automatic recommendation for approval. AGENDA ITEM #9: MATTERS HEARD AT PUBLIC HEARING (5/5/94,5/23/94,6/30/94) a. Open Space Development Proposals Presentation by Marvin Collins. Collins reviewed the information on the agenda abstract (copy an attachment to these minutes on pages ) . DRAFT 12/19/94 PLANNING BOARD MINUTES 45 POTS: Unanimous. b. Preliminary Plans ( 1) Black Walnut Farms (25 Lots Eno Township) Presentation by Eddie Kirk. The property is located on the east side of Baldwin Road (SR 1554 ) at the intersection of Baldwin and St. Mary' s Road (SR 1002) in Eno Township. It is zoned Agricultural Residential and designated Agricultural Residential in the Land Use Element of the Comprehensive Plan. Land uses in the area include farming and scattered residential houses. The area proposed for development is 44 .30 acres in size with 25 lots. The minimum lot area is 1.0 acres with an average lot size of 1.39 acres. Access to the property is from Baldwin Road (SR 1554 ) . A public road is proposed to serve the subdivision. A 1992 traffic count on Baldwin Road indicated 110 trips per day just north of the intersection with St. Mary' s Road. A Duke Power Company transmission line runs through the northern part of the property and a 50-foot buffer is provided on each side of the right-of-way. Lots will be served by individual wells and septic tanks. The Hillsborough Thoroughfare -Plan calls for Baldwin Road to be realigned to connect to Lawrence Road. It also indicates that Baldwin Road is to have a 100 foot right-of-way. Orange County has not adopted the Town of Hillsborough Thoroughfare Plan. The Planning Board approved the Concept Plan for Black Walnut Farm on August 15, 1994 with a dedicated right-of-way being provided to the northern property line. Agency comments were received from: Town of Hillsborough, Environmental Health, Soil & Water Conservation, Emergency Management, Duke Power, Recreation & Parks, County Attorney, Erosion Control, and NCDOT. The Planning Board reviewed the Preliminary Plan for Black Walnut Farm on November 21, 1994 . Due 46 to concerns raised by adjoining property owners the Planning Board voted to postpone consideration of the subdivision to allow time for discussion between the developer and neighbors. The adjoining property owners were concerned about the impact on the historical nature of the area. A letter from the Historic Preservation Commission indicating these concerns is an attachment to these minutes on pages Kirk continued that the applicant and the neighbors met on December 10 and the adjoining property owners requested larger lots and larger houses. They expressed concern that the proposed buffer would not be properly maintained by the homeowners association. They also requested that Baldwin Road be relocated farther to the east. The applicant has indicated to the Staff that when the road is paved it will be moved an additional thirty feet to the east. This will take the road right-of-way completely off the Baldwin property. The applicant has offered to provide a 50 foot buffer along the property line to the east to preserve the trees and, also to plant trees along the back of lots 22, 23 and 24 to protect the view from St. Mary' s Road. This 50 foot buffer and additional planting requirements have been incorporated into the Resolution of Approval. The Planning Staff recommends approval of the Preliminary Plan for Black Walnut Farm subject to the conditions contained in the Resolution of Approval. The resolution is an attachment to these minutes on pages Ms. Josephine Barbour read a statement prepared by Mr. Stewart Barbour (a copy of the statement is an attachment to these minutes on page ) . Ms. Barbour stated that the neighbors had met with Mr. Stephen Roberts, Mr. Steve Yuhasz, Mr. Eddie Kirk, and Don Belk. She indicated that some of the questions had not been directly answered and some had. She asked that the other questions and concerns be addressed. Barrows asked what questions Ms. Barbour felt were not adequately answered. Ms. Barbour responded that one question concerned the buffer. The neighbors thought that the buffer was to be trees along the back property line which is mostly scrub and brambles. Other information 47 indicated to them that buffers were just areas that could not be developed. There were also questions about trees along the lot 24 . The main concern was with the west side and the backs of the houses along Baldwin Road. Ms. Barbour continued that Mr. Ladd had made an offer to Mr. Roberts to buy the property and build larger houses and that question was also not answered. Laura Baldwin spoke noting that she is part owner of a historic home which was brought as a concern and has not been answered. Ms. Baldwin continued, "We did meet, there have been some questions answered, there have been some efforts made by the Roberts family to meet some of the requirements we have requested. They have supplied me with a small diagram which indicates they will pave the road and how it would move away from the house. Currently, for your information, and partly why I 'm speaking now, is because I understand from your statement in the beginning of the meeting there are certain constraints that this board has as far as saying yes or no to this development. I do want to reiterate for the record, that we do not say that the Roberts cannot develop their land. That is not at issue here at all, and how they develop their land is up to the Roberts. Whether or not it was up to the Roberts family to notify the neighbors is also not at issue. I feel that the Board was not presented with all of the information and I have listened to several developments being presented here and several times you have asked if there are comments from the audience. If I am not in the audience, I am not there to comment and what my concern is, 'who is my advocate with this Board if I am not represented here? ' So, what I am suggesting is that perhaps this method has some fault in it, in that this issue would not have come to our notice had Ms. Barbour not been informed of the meeting and things would have gone along fine. At this point we were able to negotiate with the neighbors, and I do think that, in fairness to the Roberts, they have made some efforts on our part. I still have some concerns and I 'm not sure where I go with that information. Or, that concern, the fact that I have a historical home and there will be a road, and that was the original road that was a dirt road has no designated right-of-way. It is currently fifty- two feet from the chimney of the house. The edge of the road is close to my house. At this point, as the road will now be moved over with a designated right-of-way of thirty feet so that the center point, now this is based on their map, the road will now be eighty feet from my chimney which, I don't have a right-of-way on my property line but it still has some effect on my house. It' s an issue that I understand you can't address, but, I think it is an issue that needs to be addressed, over time, in a different manner or perhaps with you coming up with some kind of regulation that prevents subdivisions from infringing on historic homes. That is the only issue that we are bringing forward to you tonight. We are not trying to say 'don't allow the Roberts to have a subdivision. ' There are other issues we would like to have met, I don't think those will be met in this room, but I am saying to the Board tonight that I would ask you to please become an advocate for all the people, not just for the developer because the individual property owners do not know what is going on in this room at all times. What I see is several developments coming to you every time and getting approved. So what you're having is hopscotch development, I 've brought that up before, and my concern is that Orange County' s value is in its land and its rural community. If you continue to develop subdivisions as you are, you will end up with a little Cary in the Hillsborough area. I am asking you to please to look at that and, somehow, without making it a long drawn out process, it could be five years, at which point every developer in town will have had an opportunity to put forward to you at least three or four developments. And I am asking you to make some efforts to go forward with this at a rapid speed and come up with some regulations to allow the landowners some way of preserving the historic value of the land. " Waddell asked for Ms. Baldwin's suggestion regarding better notification. Ms. Baldwin responded that someone should review such developments and the areas in which they are located to determine the type of surroundings. That would have made it obvious, with the two large homes, that a subdivision such as Black Walnut Farm is not suitable for such an historic area. Ms. Baldwin agreed with Waddell that owners of historic properties should be notified when development is proposed which would come within a certain distance of the historic home/area. Ms. Baldwin continued, asking that the Planning Board come up with a plan where the historic homes are 49 protected. She noted that St. * Mary' s Road is one of the most scenic roads in Orange County and if something is not done to protect St. Mary's Road, even the Roberts subdivision would be harmed in the long run. She felt that St. Mary' s Road would be the selling point for the property and the rural aspect of the road must be protected. Her concern was that something would be lost that could never be replaced. Brown asked Ms. Baldwin if there were issues that were not satisfied at the meeting with the developer. Ms. Baldwin responded that the neighbors wanted assurance that the homes would meet the landscape and she felt that there was a difference in values of what was wanted. She continued that there were some issues that would probably never be resolved. The neighbors had suggested that the developer use the two historic homes be used as a gateway to the subdivision and then build homes that would fit the historic homes. She noted that one problem is that the developer has done a lot of work and the neighbors have come in at the last minute with their concerns and questions because there did not seem to be a forum where the concerns could be heard. She expressed sympathy for the developer for the issue of making changes after all of the work he has done. She indicated, however, that they did feel that there is a better way to develop a subdivision in an historic area. The developer should be encouraged to do creative development that would have homes of equal value to those historic homes on either side. She also asked for assurance that the developer would be bound by conditions such as one requiring that the road be paved. Waddell responded that the conditions imposed on a subdivision by the Planning Board would be sent to the Commissioners and, on their approval, the developer is bound by those conditions. Ms. Baldwin emphasized the request that a condition be imposed that the road be paved in the latest position that the developer has indicated. Mr. Jim Meyers .stated that the issue is not whether or not the applicant should be allowed to develop his property. The hope/concern is that the development that occurs be appropriate for the area. It is hoped that there could be a change in thinking about what is appropriate to fit with the tone of the area and that it would be profitable to both the developer and the neighborhood. R 50 Walters asked if the developer would be providing restrictive covenants regarding the type of construction. Waddell responded that the developer would be asked to respond to questions before a recommendation/decision by the Planning Board. Burklin encouraged the residents of the area to participate in the small area planning process noting that would provide more tools to work out better preservation options. Mr. Meyers responded that he felt citizens would be interested in providing input in such a process. Brown asked if Mr. Meyers had seen the Planning Staff' s recommendation for this subdivision and the response was no. Waddell referred to the Resolution of Approval asking that they review it to assure that their concern regarding paving of Baldwin Road was addressed. Ms. Barbour stated that the Township Advisory . . Councils (TACs) are the forum that Ms. Baldwin had asked about at which to address concerns and comments regarding development. She noted that she is a member of the Eno TAC and she had received no notification of meetings or the disbanding of the TAC. She also noted that there had been no advertisement for applications for membership. She continued that the TAC should be restored so that information and opportunity to comment would be available to the community when subdivision plans are in the concept plan stage. Waddell responded that he would investigate and determine what had happened to the Eno TAC. Steve Yuhasz, surveyor for the proposed project, stated that he would address the technical questions. In regard q g to the concern regarding planting of trees along Baldwin Road, he noted that there are some existing trees and whatever planting needs to be done to meet the Subdivision Regulations requirements will be done. Wherever the developer feels that additional trees will be beneficial either to the subdivision, the adjacent lots or to the Roberts' lot, additional trees will be planted. He assured the Board that at least the minimum requirement will be met in every case and that would require planting along Baldwin Road. Mr. Yuhasz distributed a drawing that had been shown to Ms. Baldwin about the realignment of Baldwin Road. Mr. Yuhasz continued that the Concept Plan had the road for s 51 the subdivision accessing St. Mary' s Road. The Planning Board's recommendation was that the applicant move that access to Baldwin Road and the applicant did that. It is and has been the desire of the developer to pave Baldwin Road. Discussions are underway with NCDOT regarding participatory paving for that portion of Baldwin Road. There is a letter of interest on the part of NCDOT; however, work is still in progress with them to determine whether or not that can be done. It is in the interest of the developer for Baldwin Road to be paved. If there is any way that can be worked out with NCDOT, that will be done. It does depend on cooperation with NCDOT and that cannot be guaranteed by the developer. Since cooperation from NCDOT cannot be guaranteed by the developer, Mr. Yuhasz stated that he would not like to see a condition that Baldwin Road be paved. However, he noted that he would be agreeable to the following: "If Baldwin Road is paved through a participatory situation with the State, the right-of-way of Baldwin Road would be no closer to the Baldwin property line than shown on the drawing. " He felt that was as far as the developer could commit himself until commitment from NCDOT. Howie asked if the proposed paving of 200 feet past the entrance to the development is the same as presented at the last Planning Board meeting. Yuhasz responded yes; it is simply a question of working out details with NCDOT regarding the participatory agreement with the Roberts. Baldwin asked if the 200 feet of Baldwin Road would be paved regardless of what action is taken by NCDOT. Yuhasz responded that it is dependent on NCDOT. However, every indication at this point in time is that there will be agreement between NCDOT and the developer for the paving. Mr. Yuhasz reminded the Board that the paving was not suggested by the Planning Board but proposed by the developer because he felt it would be to the advantage of the subdivision and all properties on Baldwin Road. He emphasized again that such a condition might be impossible to meet and felt such a condition should not be imposed since it depends upon cooperation of NCDOT. Waddell stated that he would like the developer to hold to any promises made to the Planning Board. He noted that he did understand the developer's wish to be clear regarding participatory paving. Mr. Yuhasz stated that the 52 F developer does want to pave the road, but, it must be in cooperation with NCDOT in order to move the road as indicated by the drawing. What he felt the developer would pledge is, if it is paved, it will be no closer to the Baldwin property than is shown on the sketch. If it is possible to move it farther away, that will be done. Discussions are continuing with NCDOT. Howie asked about Black Walnut Farm Road. Mr. Yuhasz responded that it would be State- maintained. It will be built to State Standards by the developer. Walters asked if the problem with Baldwin Road was in changing the location of the existing road. Mr. Yuhasz responded that DOT would have to make the determination that the road could be relocated and the decision on participatory paving. Discussion will continue with DOT until such time as the road can be paved and moved farther from the Baldwin property. Burklin asked if perk sites had been located on each lot. Yuhasz responded yes. Waddell asked about the alleged line irregularity and the lots in question. Yuhasz responded the line irregularity in question does not involve this proposed subdivision. Ms. Baldwin asked if DOT does not allow for participatory paving of Baldwin Road, does it then become the road used by the subdivision with designated right-of-way twelve feet from her chimney. Waddell asked if Mr. Yuhasz would commit to placing the dirt road in the same place as has been indicated the paved road would be if DOT does not allow the participatory paving. Yuhasz responded no, but he continued that if the dirt road remains, it will remain as a ditch to ditch road. Currently the public has the right to use it as a ditch to ditch road and that is all. There will be no other dedicated right-of-way. There will be no other action by the developer to bring the road any closer to the Baldwin property than it is now. Ms. Baldwin expressed concern with the possibility that the road might not be moved, but would be paved at a later time in the same location. 53 Mr. Stewart Barbour referred to a petition twenty-five years ago for the paving of Lawrence Road. He continued that a petition was sent to him by Mr. Roberts to pave Lawrence Road. After reviewing it, he would not sign for the right-of- way because the boundary line was not right. He stated that later Mr. Roberts sold his house on the south side of St. Mary' s Road and built a house on the north side of St. Mary' s Road. He indicated he was vague about this and about the location of the line going to the Eno River. However, he expects this to be settled in a court of law. Larry Roberts, son of Reid Roberts made the following statement: "We have an interesting situation. I appreciate the wisdom the Planning Board had in getting the neighbors together. I 'm sorry I was not able to be there. Out of that meeting came some good things. One is communication. Some excellent suggestions on the theme of the subdivision, the size of the houses and how it could fit into the historical theme along St. Mary' s Road. Particularly along the historical part of that. With that in mind, we have every intention of making sure that it doesn't impact the historical part of St. Mary's Road. That' s the reason we chose not to develop on St. Mary' s Road, but, in fact move the lots away from St. Mary' s Road. We also have every intention of putting in screening so that you cannot see the houses and we plan to do that. Out of the meeting with the neighbors came something else; communication and hopefully, some good feelings. I certainly sensed that. And we do not want in any way to be a problem in the neighborhood, we never have. There are six of us children and we were raised there and we want this property to be something very special. we intend to make it that way. We intend to look at the theme, we intend to look at the style, we intend to look at the size. We also intend to pave the road. A dirt road is not a very desirable thing when you are trying to sell $200,000 to $300,000 homes. DOT has given us their intentions. We plan to go forward with the paving of the road. We also plan to plant trees on the property, it not only increases the value, but it also makes it look better. There is a little bit of concern I have personally, and that is with consistency. There has been some inconsistency along the areas of the environment and the habitat and the concerns about that by 54 our neighbors; particularly with some of the logging that has taken place around us. We have not said anything about that and we won't. We will put trees up to screen along the sides. As far as the property line dispute, Jim, I think you agree there is not a dispute (Mr. Meyers - as far as I know there isn't) . We know where the pin is in the middle of St. Mary' s Road and we know where the cedar tree is. I don't think you and Ann have a problem with the property line. We don't either, so there' s no dispute there. What Mr. Barbour addresses is across south of St. Mary' s Road and we would like to settle that. That' s not for this Board and that' s not for discussion here. I 've dealt with his son personally and we have tried to settle it and have not been able to do it. We would like for you to approve the subdivision and move it on to the County Commissioners. Thank you. " Walters asked Mr. Roberts if he planned to have restrictive covenants controlling the type of housing in the subdivision and the response was yes. Mr. Yuhasz indicated that Steve Roberts would probably build the majority of the homes in the subdivision and that he could better address the question of restrictive covenants. Mr. Steve Roberts responded that there would be dedications and very stringent covenants. He reiterated that. this was the Roberts' home and that it would be a nice subdivision. Mr. Larry Roberts continued, "As a result of the neighborhood meeting, we came out of there with a commitment to upgrade and go with a common theme that ties in with the historical homes around us. We think that is attractive, we think that will be a selling tool" . Walters responded that she felt it would be helpful to the neighborhood if the restrictive covenants did restrict the housing to something that would blend with the historical features of the area. Mr. Jim Meyers responded to comments about logging. He stated that it was not inconsistent with the environment and that it was done because that particular forest was overmature and on the advice of foresters. A fifty-foot buffer was left around the property facing St. Mary' s Road. No damage was done. Burklin commented that he was pleased with the moving of the road off of St. Mary' s and he felt that would help preserve St. Mary' s as a scenic 55 road. He noted also that he was pleased with the larger lot sizes in other developments that had been presented and hoped to be able to offer more incentives for open space. He also indicated he felt it would be beneficial to have a system to notify property owners. He also expressed agreement with the exchanging of ideas with property owners early in the process. Brown asked Mr. Meyers if he had additional comments about the Staff recommendations and he indicated there were none that had not already been expressed. Howie noted concerns with the potential for more development and the possibility of the road not being paved. Waddell responded that one of the things that the Planning Board is bound by is that developers are obligated to provide a public paved road to connect to an access road and it is not required that the road be paved. He felt the Planning Board recommend to the Commissioners that due effort be made to influence NCDOT to make a favorable determination for participatory paving of Baldwin Road and, also, that the Planning Staff contact with NCDOT encourage the same. MOTION: Howie moved approval of Black Walnut Farm as recommended by the Planning Staff with the Resolution of Approval. Seconded by Walters. VOTE: Unanimous. MOTION: Waddell moved that the Commissioners and Planning Staff attempt in all ways to move up in priority the paving of Baldwin Road and move it farther to the east away from the Baldwin property. Seconded by Jobsis. VOTE: Unanimous. Burklin suggested that the Planning Staff provide information regarding a system for involving neighborhoods earlier in the process and the notification process. Jobsis also wished to included notification and revitalizing of the TACs. AGENDA ITEM #9: MATTERS HEARD AT PUBLIC HEARING (5/5/94,5/23/94,6/30/94) a. Open Space/Flexible Development Proposals (This item will be considered at the Planning Board' s With regard to the two parcels not included as part of this node, Commissioner Willhoit feels there is no justification for including these two parcels. The Planning Staff will look at these two areas and make a recommendation. C. BLACK WALNUT FARM - PRELIMINARY PLAN Planner Mary Willis presented for approval the Preliminary Plan for Black Walnut Farm. This property is located on the east side of Baldwin Road at the intersection of Baldwin and St. Mary's Road in Eno Township. The area proposed for development is 44.3 acres with 25 lots. Access to the property is from Baldwin Road. A public road is proposed to serve the subdivision. There are two historic properties, Maple Hill Farm and Sunnyside, which will be affected by this subdivision. Other concerns voiced by the neighborhood include the increased traffic that will be generated and the density of the subdivision. The applicant has talked with DOT about the realignment of Baldwin Road and Lawrence Road but no commitment has been received. PUBLIC COMMENTS Stewart Barbour asked that the Board reject Black Walnut until the boundary dispute is settled. He states that there are three boundary disputes -- one with Barbour, one with Baldwin and one with Hollandsworths. His other main concern is that this subdivision will adversely impact the two immediately adjoining historic sites -- Maple Hill Farm and Sunnyside. He feels the integrity of these two sites should be maintained for their obvious tourism value as well as for their wide recognition as important cultural links with the past. He asked that the awkward dog-leg from Lawrence Road to Baldwin Road be adjusted with future traffic problems in mind. Laura Baldwin clarified that her house is Sunnyside and is adjacent to the road on the proposal. The right-of-way will come within 12 feet of her chimney. She would like for the road to be moved over at least 80 feet . The Department of Transportation has not agreed to move the road or to pave it. She feels that 25 homes in a rural historic area is too dense. She asked that the Board consider the remainder of the property and the total development. She would like to see a plan for St. Mary's Road which will include cluster development and open space to maintain the rural historic area. This subdivision is something they don't want to see happen in a rural historic area of Orange County. Stephen W. Roberts, developer, distributed a map showing the realignment of Baldwin Road and Lawrence Road. He does not have a commitment but is willing to continue pursuing this issue with DOT. He plans to provide housing ranging from $200,000 to $300,000 in price. He asked the County Commissioners to help him negotiate an agreement with the Department of Transportation. He did meet with the neighbors and heard their concerns. He said that Mr. Barbour's concerns have nothing to do with this property. He is willing to meet with Mr. Barbour and compromise and give within reason wherever Barbour says the property line should. With regard to this subdivision, Mr. Roberts feels the road should not be an issue and it should be approved using the dirt road as is. After a discussion of these issues, a motion was made by Commissioner Willhoit, seconded by Commissioner Gordon to table this item to give staff time to talk with the Department of Transportation and resolve the issue of the road and the realignment with Lawrence Road. VOTE: AYES, 3; NOS, 2 (Commissioners Crowther and Halkiotis)