HomeMy WebLinkAboutAgenda - 03-08-1995 - VIII-F 1
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: March 8, 1995
Agenda Abstract
Item # =-
SUBJECT: IMPACT FEES - MARCH 21, 1994 PUBLIC HEARING ADVERTISEMENT
DEPARTMENT: Planning PUBLIC HEARING: Yes X No
ATTACHMENT(S): INFORMATION CONTACT:
Advertisement Planning Director X2592
Proposed Ordinance Amendments
BOCC 12/20/94 Meeting Minutes PHONE NUMBERS:
BOCC Draft 1/12/95 Work Session Minutes Hillsborough 732-8181
Proposed News Release Mebane 227-2031
Durham 688-7331
Chapel Hill 967-9251
PURPOSE: To consider the legal notice and items for discussion at the regular quarterly
public hearing scheduled for May 23, 1994.
BACKGROUND: At its December 20, 1994 meeting, the Board of Commissioners received the
Annual Report on Educational Facilities Impact Fees. Subsequently, the Board
considered proposed amendments to the Educational Facilities Impact Fee
Ordinance at its January 12, 1995 Work Session. The Board decided to present
the following amendments at public hearing.
• Amend Section 3, School Impact Fees Imposed on New Residential
Dwelling Units, by increasing the amount of the public school impact fee
from$750 to$1,000 per residential dwelling unit. This change has been
requested because of higher public school construction costs.
• Amend Section 4, Public School Impact Fee Exceptions, subsection 4, to
include exception provisions for replacement units: where the original
dwelling unit was destroyed by natural catastrophe;and where a dwelling
unit was located on a lot or space during the five (5) year period prior to
the effective date of the ordinance.
• Amend Section 4, Public School Impact Fee Exceptions, subsection 6, to
include text format changes.
• Amend Section 5, Collection of Fees, subsection C, Limitation on
Expenditure of Funds,to:reflect changes to the enabling legislation which
permit impact fees to be used for debt service payments and payments
under leases; and extend the time frame within which impact fees must
be expended from five (5) years to 10 years from date of collection. The
expenditure time frame is proposed for expansion to reflect the fact that
both School Districts have prepared 10-year capital improvement
programs for school construction.
• Amend Section 5, Collection of Fees, subsection E, Reimbursement of
2
Fees, to add a provision to permit reimbursement of fees collected in
error or where an exception has been granted.
At its February 20, 1995 meeting,the Board of Commissioners decided to present
the proposed amendments at public hearing on March 21, 1995,a regular meeting
date. The Board also asked that a news release be prepared concerning the
proposals.
Though not addressed through a proposed ordinance amendment, the issue of
affordable housing was raised at the Commissioners'December 20, 1994 meeting.
Habitat for Humanity and Orange Community Housing Corporation had requested
that a policy regarding reimbursement of impact fees be established for homes
purchased by families earning less than sixty percent of median income. Such
reimbursements would be accomplished through special appropriations to such
agencies,following submission of a funding request as part of the County's annual
budget process.
The Habitat request was considered at the January 12 Work Session, and the
Board decided to consider the policy question at one of its regular meetings.
Copies of the advertisement, and proposed ordinance amendments and news
release are provided as attachments to the abstract.
RECOMMENDATION: The Administration recommends approval of the notice of public hearing.
ORANGE COUNTY PLANNING DEPARTMENT 3
306F REVERE ROAD
HILLSBOROUGH, NORTH CAROLINA 27278
r. •'o
NOTICE OF PUBLIC HEARING ON PROPOSED AMENDMENTS TO
THE ORANGE COUNTY EDUCATIONAL FACILITIES IMPACT FEE ORDINANCE
Pursuant to the requirements of the General Statutes of North Carolina, Chapter 153A, Article
18, Sections 323, 331, and 340; Chapter 460 of the 1987 Session Laws; Chapter 324 of the 1991 Session
Laws;and Chapter 642 of the 1993 Session Laws, notice is hereby given that a public hearing will be held
in the Community Meeting Room of the OWASA Operations Center, 400 Jones Ferry Road, Carrboro,
North Carolina, on Tuesday, March 21, 1995, at 7:30 p.m. for the purpose of giving all interested citizens
an opportunity to speak for or against the following item:
PUBLIC SCHOOL IMPACT FEES
Effective July 1, 1993, the Board of County Commissioners established a system of impact fees to
help fund a portion of the school capital needs created by growth in the county.Since that date,an impact
fee of$750 has been collected for each new housing unit constructed or installed in the county, including
single-family homes, townhouses, two to four-family dwellings, apartments, and mobile homes. Fees
collected in the Chapel Hill-Carrboro School District are deposited in a special account and used for the
construction of new school facilities in that district only.A similar provision applies in the Orange County
School District.
Amendments proposed to the Educational Facilities Impact Fee Ordinance include the following:
• Amend Section 3, School Impact Fees Imposed on New Residential Dwelling Units, by
increasing the amount of the public school impact fee from$750 to$1,000 per residential
dwelling unit.This change has be requested because of higher public school construction
costs.
• Amend Section 4,Public School Impact Fee Exceptions,subsection 4,to include exception
provisions for replacement units:where the original dwelling unit was destroyed by natural
catastrophe; and where a dwelling unit was located on a lot or space during the five (5)
year period prior to the effective date of the ordinance.
• Amend Section 4, Public School Impact Fee Exceptions, subsection 6, to include text
format changes.
• Amend Section 5, Collection of Fees, subsection C, Limitation on Expenditure of Funds,
to:reflect changes to the enabling legislation which permit impact fees to be used for debt
service payments and payments under leases; and extend the time frame within which
impact fees must be expended from five (5)years to 10 years from date of collection.The
expenditure time frame is proposed for expansion to reflect the fact that both School
Districts have prepared 10-year capital improvement programs for school construction.
• Amend Section 5, Collection of Fees, subsection E, Reimbursement of Fees, to add a
provision to permit reimbursement of fees collected in error or where an exception has
been granted.
4
All interested citizens are invited to attend this hearing and be heard. Public comment will be
received during the public hearing. Changes may be made in the advertised proposal which reflect debate
at the hearing.
Specific questions regarding the proposed impact fee increase and ordinance amendments may be
directed to the Orange County Planning Department located in the Planning&Agricultural Center, 306F
Revere Road,Hillsborough,North Carolina.Office hours are from 8:00 am.to 5:00 p.m.,Monday through
Friday.You may also call 732-8181(Hillsborough),688-7331(Durham)or 967-9251 (Chapel Hill-Carrboro).
Please ask for Extension 2585 or 2575. You will be directed to a staff member who will answer your
questions.
Marvin Collins, Planning Director
PUBLISH: March 8, 1995
March 15, 1995
4a
DRAFT
NEWS RELEASE
CONTACT: Marvin Collins FOR IMMEDIATE RELEASE
732-8181, ext. 2575 March 8, 1995
PUBLIC HEARING SCHEDULED FOR SCHOOL IMPACT FEES
On March 21, 1995, the Orange County Board of Commissioners will hold a public hearing to receive
citizen comments on the proposed amendments to the Educational Facilities Impact Fee Ordinance. The
hearing will be held at 7:30pm in the Community Meeting Room at the OWASA Operations Center,Jones
Ferry Road, in Carrboro, N.C.
Effective July 1, 1993, the Board of County Commissioners established a system of impact fees to help
fund the capital needs of the school systems. Impact fees are a method to address the need for new school
space which is created by increased population growth in the county. Since that date, an impact fee of
$750 has been collected for each new housing unit constructed or installed in the county, including
single-family homes,townhouses,two to four-family dwellings,apartments,and mobile homes. These fees
help to off-set the construction costs associated with the additional student enrollment. Fees collected in
the Chapel Hill-Carrboro School District are deposited in a special account and used for the construction
of new school spaces in that district only. A similar provision applies in the Orange County School District.
The following amendments will be presented for consideration at the public hearing:
• Amend Section 3, School Impact Fees Imposed on New Residential Dwelling Units, by increasing
the amount of the public school impact fee from$750 to$1,000 per residential dwelling unit. (This
increase has been requested as a result of higher public school construction costs.)
• Amend Section 4, Public School Impact Fee Exceptions, subsection 4, to include exception
provisions for replacement units: where the original dwelling unit was destroyed by natural
catastrophe;and where a dwelling unit was located on a lot or space during the five(5)year period
prior to the effective date of the ordinance.
(The provision regarding replacement units is proposed to clarify that replacement units are not
affected by the impact fees. These units include those destroyed by natural catastrophe;e.g.,fire,
flood, tornado, etc. In addition, a"grandfather"provision is proposed to establish a time limit for
vacant lots and spaces. A five-year period is suggested,based in part on the general amortization
period for nonconforming signs and uses in North Carolina communities. It is also a period for
which reliable and accessible information is available from the tax office.)
• Amend Section 4, Public School Impact Fee Exceptions, subsection 6, to include text format
changes which permit the ordinance user to easily identify situations where impact fees are not
required.
• Amend Section 5,Collection of Fees,subsection C,Limitation on Expenditure of Funds,to:reflect
changes to the enabling legislation which permit impact fees to be used for debt service payments
and payments under leases; and extend the time frame within which impact fees must be
expended from five (5) years to 10 years from date of collection. The expenditure time frame is
proposed for expansion to reflect the fact that both School Districts have prepared 10-year capital
improvement programs for school construction.
DRAFT 4b
• Amend Section 5, Collection of Fees, subsection E,Reimbursement of Fees, to add a provision to
permit reimbursement of fees collected in error or where an exception has been granted. (This
change has been requested because the current ordinance has no provision for reimbursement of
fees.)
Although the impact fees help to fund a significant portion of the school capital needs,many are concerned
that an increase will affect affordable housing in Orange County. Affordable housing continues to be an
issue addressed by the Board of Commissioners. At the January 12, 1995 Work Session, the Board
considered a request made by Habitat for Humanity and Orange Community Housing Corporation to
establish a policy for reimbursement of impact fees for homes purchased by families earning less than
sixty percent of median income. If approved, these reimbursements would be made through special
appropriations to such non-profit housing agencies. Similar concerns involving persons assisted by the
Department of Social Services could be handled in the same manner. The Habitat request was considered
at the Work Session,and the Board decided to consider the policy question at one of its regular meetings.
For more information regarding the impact fees or the proposed amendments, contact Marvin Collins,
Orange County Planning Director, at 732-8181, ext. 2575.
5
PROPOSED REVISIONS TO
ORANGE COUNTY EDUCATIONAL FACILITIES IMPACT FEE ORDINANCE
NOTE: Proposed revisions are highlighted in boldface type. The rational for the proposed
change(s) is provided immediately thereafter in italics type. Sections and/or provisions recommended
for deletion or change are hightlighted in strikethpoilgh type.
SECTION I - LEGISLATIVE FINDINGS
The Orange County Board of Commissioners makes the following legislative findings:
1. Orange County public school facilities are vital to the health,safety,welfare,and economic
prosperity of Orange County-,
2. That public school facilities in Orange County must be expanded in order to maintain
current levels of service if new development is to be accommodated without decreasing
current levels of service;
3. To finance the expansion of the public school facilities in Orange County necessary to
maintain current levels of service while accommodating new residential growth, several
methods of finance will be employed, one of which will require new residential
development to pay an appropriate share of the reasonably anticipated new educational
facilities in the form of school impact fees; and
4. These school impact fees-will provide, in a reasonable manner, for the public health,
safety,and welfare of persons residing within Orange County by providing a portion of the
costs of new school facilities which bears a relationship to the benefits of the new school
facilities to the new residential growth in Orange County.
SECTION 2 - DEFINITIONS
For the purposes of this ordinance, the following terms shall have the following definitions:
Certificate of Occupancy. A certificate issued by Orange County or a municipality located
therein allowing the occupancy or use of a dwelling unit and certifying that the building or
structure has been constructed and will be used in compliance with all applicable codes and
ordinances.
Dwelling Unit. A room or group of rooms forming a single independent habitable unit with
facilities used or intended to be used for living, sleeping, cooking, and eating by one family.
Feevaver.The person constructing or responsible for having constructed a new dwelling unit or
new dwelling units. In the case of a mobile home, the person installing or responsible for having
installed a new mobile home or new mobile homes.
SECTION 3-SCHOOL IMPACT FEES IMPOSED ON NEW RESIDENTIAL DWELLING UNITS
In addition to all other charges prescribed by ordinance or resolution now or hereafter in effect,
there shall be public school impact fees charged to new residential dwelling units located within Orange
County,and within the municipalities and their extraterritorial planning jurisdictions located within Orange
Impact Fee Ordinance 1
6 ' -
County.No person may occupy any new residential dwelling unit until all applicable public school impact
fees contained in the following schedule have been paid in full. No certificate of occupancy or other type
of occupancy permit shall be issued for any new residential dwelling unit until the public school impact fees
hereby required have been paid in full. Payment of such fees shall not relieve the feepayer from the
obligation to comply with applicable land development regulations of Orange County or the municipalities
located within Orange County.
Schedule of Public School Impact Fees
The amount of the public school impact fee will be$M$1,000 per residential dwelling unit.The
same fee will be applicable in both the Orange County and Chapel Hill-Carrboro school districts.
Comment:At its January 12, 1995 Work Session, the Board of Commisioners decided to present
a fee increase of$250 for public hearing at its March 21, 1995 regular meeting. The basis for the
fee increase is the rising cost of school construction.
SECTION 4 - PUBLIC SCHOOL IMPACT FEE EXCEPTIONS'
Public school impact fees as provided in Section 3 shall not be imposed in the following
circumstances:
1. Buildings or structures, including alterations, repairs, renovations or additions thereto,
which are to be occupied and used solely for non-residential purposes.
2. Residential dwelling units for which a building permit was obtained prior to the effective
date of this ordinance.
3. Alterations, repairs, renovations or additions to a residential dwelling unit.
4. U 1 4 ag bmadjag aip 4 ♦ or mehile L eme:4441, a a y W6didifig ors stmeturse
4. Replacement of a building, structure or mobile home used for residential
purposes, including the following.
a. Installation of a replacement mobile home on a separate lot or mobile
home park space when an educational facilities impact fee for such lot
or space has been previously paid pursuant to this ordinance or where
a residential mobile home legally eadsted on such lot or space on or
before the effective date of this ordinance. For the purposes of this
ordinance,"legally e3dsted"shall mean that a mobile home was located
on the lot or space during the five-year period prior to the date of
adoption of this ordinance.
'Inquiries have been received from persons who started the process of obtaining a building permit prior
to the adoption of the ordinance.Due to the process; e.g.,historic district review, etc.,the applicants were
unable to complete the process in time and had to pay the impact fee. No one was at fault on either side
in these situations. However, if relief is to be granted in such circumstances, additional information must
be collected regarding the number and merit of such occurrences.
Impact Fee Ordinance 2
7
b. Replacement of a building, structure or mobile home damaged,
destroyed or partially destroyed by: the exercise of eminent domain;
human acts, such as riot, fire, accident, explosion; or flood, lightning,
wind or other natural calamity, with a new building, structure or
mobile home.
A residential building,structure or mobile home may be replaced with a new
building,structure or mobile home of the same or dissimilar dwelling type.For
example, a mobile home may be replaced with a mobile home. Likewise, a
mobile home may be replaced with a stick-built structure. In either case,
however, the number of dwelling units may not be increased.
Comment: The provision regarding replacement units has been expanded to clarify that
replacement units include those destroyed by natural catastrophe. In addition, a
"grandfather"provision has been added to establish a time limit for vacant lots and
spaces. The five-year period is based in part on the general amortization period for
nonconforming signs and uses in North Carolina communities. It is also a period for
which reliable and accessible information is available.
5. Accessory buildings and structures, including, but not limited to, garages, decks, storage
buildings, and similar structures, provided they are not used for residential purposes.
6. Temporary buildings and structures,provided they are not used for residential purposes.
However, public school impact fees shall not be levied in the following cases:
a. A mobile home being used to provide custodial care under the
provisions of an approved Special Use Permit.
b. A mobile home being used as a temporary residential dwelling during
the installation of a replacement mobile home or the construction of a
stick-built dwelling unit.
Comment: Only format changes are proposed which permit the ordinance user to easily
identify situations where impact fees are not required.
SECTION 5 - COLLECTION OF FEES
A. CREATION OF PUBLIC SCHOOL BENEFIT AREA TRUST FUNDS
Public school impact fees collected by Orange County pursuant to this ordinance shall be kept
separate from other revenue of the County. There shall be one trust fund established for each of the
benefit areas.The benefit areas correspond to the school district boundaries as determined by the School
Districts and as illustrated on the attached map labeled Public School Benefit Areas.
B. RESPONSIBILITY FOR FEE COLLECTION
All public school impact fees are due to Orange County and shall be paid to Orange County prior
to a certificate of occupancy being issued for a dwelling unit.The fees will be collected by Orange County
and/or by interlocal agreement between Orange County and a municipality located therein.All public school
impact fees shall be properly identified by the appropriate benefit area and transferred for deposit in the
appropriate trust account.
Impact Fee Ordinance 3
8
Where there is an interlocal agreement in effect for collection of the public school impact fees by
a municipality, the municipality shall remit the fees to Orange County as provided in the agreement,
including a report of the amount of funds collected and the benefit area from which the fees were collected.
Upon receipt, the County shall deposit the fees in the appropriate trust fund.
C. LIMITATION ON EXPENDITURE OF FUNDS
Funds withdrawn from public school impact fee trust accounts shall be used solely in accordance
with the following provisions:
1. Funds shall be used for capital costs associated with the construction of new public school
space, including new buildings or additions to existing buildings where the expansion is
related to new residential growth. Such capital costs include actual building construction;
design, engineering, and/or legal fees; land acquisition and site development; equipment
and furnishings; infrastructure improvements; and/or debt service payments and
payments under leases through which to finance such costs.
Comment: The above provision has been revised to reflect changes to the enabling
legislation made through Senate Bill 1679, Chapter 642.
2. Funds shall be used exclusively for capital improvements within the benefit area from
which the funds were collected.
3. Funds may be used for providing reimbursements as permitted in Section 5.E.
4. No funds shall be used for public school operating expenses, periodic or routine
maintenance, or the administration of this public school impact fee program.
5. Following their collection,funds shall be expended within fwe-(6) ten(10)years,the time
frame coinciding with the public school facilities capital improvements program (CIP)
school impact fee period.
Comment: The resolution adopted by the Board of Commissioners on May 27, 1993
expressed the Board's intent to establish a system ofimpact fees, including expenditure of
such fees within a 10-year period.In the absence of a 10year Capital Improvements Plan
(CIP), the expenditure period was revised to five years to coincide with the current CIP.
Both school boards have prepared and adopted 10-year capital improvement programs,
making it possible to provide for a 10-year expenditure period.
The disbursal of public school impact fee funds shall require the approval of the Board of County
Commissioners upon recommendation of the County Manager.
D. INTEREST ON FEES
Any public school impact fee funds on deposit and not immediately necessary for expenditure shall
be invested as allowed in N.C. General Statute 159-30 for other public monies. All income derived shall
be deposited in the applicable trust fund.
E. REIMBURSEMENT OF FEES
Any funds not expended within the time frame established in Section 5.C.5. shall be returned to
Impact Fee Ordinance 4
9
the feepayer, or the land owner if the address of the feepayer provided to Orange County is not current,
with interest at a rite not to exceed that being paid on public school impact fees deposited in accordance
with Section 5.D.
If the Schedule of Public School Impact Fees as contained in Section 3 is reduced, the difference
between the old and new fees shall be returned to the feepayer, or the land owner if the address of the
feepayer provided to Orange County is not current, with interest at a rate not to exceed that being paid
on public school impact fees deposited in accordance with Section 5.D. If the Schedule of Public School
Impact Fees as contained in Section 3 is increased, no additional fees shall be collected from new
construction for which certificates of occupancy have been issued.
Where an impact fee has been collected erroneously,or where an impact fee has been
paid, and the feepayer subsequently files for and is granted an exception as permitted in
Section 4, the fee shall be returned to the feepayer.
Comment: No provision is made in the current ordinance for reimbursement of fees collected
erroneously, or following payment of fees and approval of an exception.
F. ANNUAL REPORT
A report shall be made to the Board of County Commissioners each year showing where public
school impact fees have been collected, what projects have been constructed with such fees, and what
reimbursements have been made. The report shall also include an evaluation of this ordinance, including
its effectiveness and enforcement, and the methods and data used to calculate the Schedule of Public
School impact Fees contained in Section 3.
The Board of County Commissioners shalt review the report to determine if, within each benefit
area,all areas of new construction are being beriefitted by the fees.If the Board of County Commissioners
determines that areas of new construction are not being beriefitted, then it shall, readjust the capital
improvements program to correct this condition.If,after review of the methods and data used to calculate
the Schedule of Public School Impact Fees, the Board of County Commissioners determines that
adjustments are required in the Schedule, then it shall direct the County Manager and staff to prepare
a report which outlines recommended changes for its consideration.
SECTION 6 - CREDITS
Any conveyance of land for a public school site or construction of new school facilities received and
accepted by Orange County,a municipality located in Orange County,and/or the Orange County or Chapel
Hill-Carrboro School Board from a developer shall be credited against the public school impact fee due if
the conveyance or construction meets the same needs as the public school impact fee in providing new
public school facilities. If the developer wishes to receive credit against the amount of the public school
impact fee due for such conveyance or construction,the developer shall,prior to the agreement to convey
land for or construct new public school facilities, or the conveyance of land for or construction of new
school facilities, enter into a fee agreement with the County. The fee agreement shall provide for the
establishment of credits and payment of the fee in a specified manner and time.
The value of land conveyed or facilities constructed by a developer and accepted by the County,
municipality or school board for purposes of this section shall be determined by an appraisal based on the
fair market value of the land or facilities as established by the County.Construction shall be in accordance
with applicable County, municipal, school board, and/or State standards. Any land conveyed for credit
under this section shall be conveyed no later than the time at which public school impact fees are required
to be paid. The portion of the public school impact fee represented by a credit for construction shall be
Impact Fee Ordinance 5
10
deemed paid when the construction is completed and accepted for maintenance or when adequate security
for the completion of the construction has been provided.
SECTION 7 - PENALTIES
In addition to any other remedy allowed by N.C. General Statute 153A-123, the failure to pay a
public school impact fee is hereby declared to subject the person responsible for payment of the public
school impact fee to a civil penalty.The amount of the penalty shall be equal to the amount of the unpaid
school impact fee, plus an interest charge of one-half percent (1/2%) per month compounded monthly and
a service charge of one hundred dollars ($100.00).
The County may assess this penalty against the land owner whereon new construction has
occurred without payment of the public school impact fee. However, no service charge will be assessed
when the County staff has made an error in the fee determination. Furthermore, no penalty shall be
assessed until the person or persons alleged to be in violation are served by registered mail,certified mail
- return receipt requested, or personal service with notice to pay.
The County Attorney is hereby authorized to institute a civil action in the name of Orange County
in the appropriate division of the General Court of Justice in Orange County for recovery of the penalty.
All monies recovered shall be deposited in the appropriate trust fund.
SECTION 8 - LEGAL STATUS PROVISIONS
All ordinances and clauses in conflict herewith are hereby repealed to the extent of said conflict.
If any clause or section of this ordinance or application thereof to any person or circumstance is held
invalid, such invalidity shall not affect other provisions or application of this ordinance which can be given
separate effect, and, to this end, the provisions of this ordinance are declared to be severable.
This ordinance shall not diminish any prior contractual or special or conditional use district zoning
obligation to pay for or install road, park or other improvements required by Orange County or a
municipality located therein, nor shall the fulfillment of those obligations diminish any applicable public
school impact fee owed to the County.This ordinance shall not diminish any prior obligation of the County
or a municipality located therein to reimburse persons for road, parks or other improvements, nor shall
the fulfillment of those obligations by the County or a municipality diminish any applicable credit owed to
the feepayer.
SECTION 8 -APPEAL TO THE ORANGE COUNTY BOARD OF ADJUSTMENT
[Reserved]
This ordinance shall be effective from and after the 1st day of July, 1993.This ordinance shall only
apply to residential dwelling units for which building permits are issued on and after the effective date of
the ordinance.
Adopted this 7th day of June, 1993.
Impact Fee Ordinance 6
11
1
MINUTES
DECEMBER 20, 1994
ORANGE COUNTY BOARD OF COMMISSIONERS
REGULAR MEETING
The Orange County Board of Commissioners met in regular session on
December 20, 1994 at 7: 30 p.m. in the OWASA Community Meeting Room in
Carrboro, North Carolina.
COUNTY COMMISSIONERS PRESENT: Chair Moses Carey, Jr. , and Commissioners
William L. Crowther, Alice M. Gordon, Stephen H. Halkiotis and Don Willhoit.
COUNTY ATTORNEY PRESENT: Geoffrey Gledhill
COUNTY STAFF PRESENT: County Manager John M. Link, Jr. , Assistant
County Managers Albert Kittrell and Rod Visser, and Clerk to the Board Beverly
A. Blythe (other staff members are identified appropriately below)
NOTE: ALL DOCUMENTS REFERRED TO IN THESE MINUTES ARE IN THE PERMANENT AGENDA
FILE IN THE CLERK'S OFFICE
X. REPORTS
A. ANNUAL REPORT - EDUCATIONAL FACILITIES IMPACT FEES
The Board received the annual report concerning implementation and
administration of the Educational Facilities Impact Fee Ordinance.
After a lengthy discussion, the Board decided that their -first work
session scheduled for January 12 would be used to discuss the ordinance
revisions and to review any information from the schools on growth patterns -
types of housing and number of students. Chair Carey will arrange to get this
information from the schools. The Board will decide, at their work session,
whether or not to hold a public hearing and whether to increase the impact
fee, what it will be based on and how much.
With regard to Habitat for Humanity, Commissioner Willhoit suggested
that they present through the normal budget process an estimated number of
houses they plan to build and appropriate money to pay the impact fee the same
way the County pays the other inspection fees for Habitat for Humanity.
A motion was made by Commissioner Willhoit, seconded by Commissioner
Halkiotis that Habitat be authorized to submit a request for monies to pay the
impact fee.
VOTE: UNANIMOUS
12
1
MINUTES
2 ORANGE COUNTY BOARD OF COMMISSIONERS
3 BI-MONTHLY WORK SESSION
4 JANUARY 12, 1995
5
6 The Orange County Board of Commissioners met on January 12, 1995 at 7:30
7 p.m. in the meeting room of the Government Services Building for the purpose
8 of holding their bi-monthly work session.
9
10 COUNTY COMMISSIONERS PRESENT: Chair Moses Carey, Jr. , and Commissioners
11 William L. Crowther, Alice M. Gordon and Don Willhoit.
12 COUNTY COMMISSIONER ABSENT: Commissioner Stephen Halkiotis
13 COUNTY ATTORNEY PRESENT: Geoffrey Gledhill
14 COUNTY STAFF PRESENT: County Manager John M. Link, Jr. , Assistant County
15 Manager Rod Visser, Clerk to the Board Beverly A. Blythe and Planning Director
16 Marvin Collins.
17
18
19 IMPACT FEE REPORT FOLLOWUP
20 Marvin Collins presented information on the FY 1993-94 Annual Report.
21 He summarized the proposed revisions to the Impact Fee Ordinance and related
22 housing data. All this information _ is in the permanent agenda file.- in the
23 Clerk's office.
24
The Board discussed whether the impact fee should be paid at the time
building permits are issued versus paying at the time of occupancy. The towns
27 of Chapel Hill and Carrboro collect the fee at the building permit stage.
28 Commissioners Crowther and Gordon favored the use of a consistent method
29 countywide and therefore supported collecting the fee at the building permit
30 stage. Chair Carey and Willhoit favored the current system of requiring it
31 be paid at the time of occupancy but accepting it at the building permit stage
32 if the towns wish to do it that way. It was decided not to do a report on the
33 number doing it either way.
34
35 With regard to reimbursements, Marvin Collins will work with Geof
36 Gledhill on language for this amendment so that reimbursements can be made for
37 fees collected erroneously and for Habitat for Humanity, the Orange Community
38 Housing Corporation and for those citizens receiving assistance from the
39 Department of Social Services. The Board does not feel that accepting the
40 payment of impact fees on an installment basis is a good use of staff time.
41
42 Marvin Collins said that if the County Commissioners want to pursue
43 increasing the Impact Fee, it will be necessary to update the technical report
44 because some of the factors used to calculate the fee have changed. As an
45 example, building costs have increased in the last year or two. Collins also
46 noted that it would be better to increase the fee a small amount annually,
47 rather than waiting five years and increase the fee by a larger amount, and
48 the Board agreed.
49
50 Chair Carey noted that the County Commissioners have received letters
from Holly Rieth, Mieke Rose and Jill and Dick Blackburn supporting an
..� increase in the impact fee. These letters are in the permanent agenda file.
13
2
The Board discussed increasing the fee by a flat amount or using another
2 process to determine the impact fee. Commissioner Gordon suggested that one
3 method to begin addressing the affordable housing issue might be a sliding
4 scale based on the number of bedrooms or other suitable criterion and she
5 requested this method be research by the staff. Commissioner Willhoit said
6 he feels using a flat fee is more equitable to apply than using a fee based
7 on dwelling types. Chair Carey feels that having a different fee for
8 different types of housing is perceived as unfair and that explaining a
9 sliding fee would be difficult.
10 Commissioner Gordon said that she feels the fee should be increased and
11 suggested holding a public hearing for citizens to respond to this proposal.
12
13 Commissioner Willhoit agrees that the fee should be increased by a flat
14 amount. He does not want the staff to do a lot of work to develop
15 publications when it will not change the basic philosophy.
16
17 The Board took straw votes on which proposals should be taken to a
18 public hearing on impact fees, with the following results:
19
20 Keeping the fee at $750.00 - Commissioner Crowther
21 Increasing the fee to $1,500 - Commissioner Gordon
22 Increasing the fee up to $1,000 - Commissioners Carey, _ Gordon
23 and Willhoit
24 Using a sliding scale to address the affordable issue -
Commissioner Gordon
27 During the work session the Board also discussed proposed revisions to
28 the Impact Fee Ordinance and decided which changes to be taken to public
29 hearing. The major revisions include changing the time period for the schools
30 section of the CIP from 5 to 10 years and establishing a five year grace
31 period for mobile home parks from the effective date of the Ordinance. In the
32 case of the later provision, a replacement unit could be placed on a space if
33 a unit had been located on it anytime during the five years preceding the
34 Ordinance effective date.
35 It was decided that a public hearing would be held at the regular Board
36 meeting scheduled for March 21 to consider increasing the impact fee from $750
37 up to $1,000. The ordinance amendments will go to the Quarterly Public
38 Hearing scheduled for March 29. Some of the changes are policy issues that
39 will be addressed by the County Commissioners at one of their regular
40 meetings.
41
42 ADJOURNMENT
43 With no further discussion, Chair Carey adjourned the meeting. The next
44 regular meeting of the County Commissioners will be held at 7:30 p.m. on
45 January 17, 1995 at the OWASA community meeting room in Carrboro, North
46 Carolina.
47
48
49
an Moses Carey, Jr. , Chair
52 Beverly A. Blythe, Clerk