HomeMy WebLinkAboutAgenda - 03-18-2008-3bORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: March 18, 2008
Action Agenda
Item No. ~_
SUBJECT: Resolution Regarding Planned Uses of Land Transfer Tax Proceeds
DEPARTMENT: County Manager/Budget PUBLIC HEARING: (Y/N) No
ATTACHMENT(S): INFORMATION CONTACT:
Proposed Resolution Regarding Laura Blackmon or Rod Visser,
Uses of Land Transfer Tax Proceeds 919-245-2300
Approved Statement of Intent Regarding Donna Coffey, 919-245-2151
Uses of Land Transfer Tax Proceeds
PURPOSE: To approve a resolution specifying the intentions of the Orange County Board of
Commissione"rs for the use of proceeds from a .4% land transfer tax, if approved by voters on
the May 6, 2008 ballot, and subsequently implemented by the Board.
BACKGROUND: At the February 19, 2008 regular meeting, the Board of Commissioners
adopted a resolution calling an advisory referendum for May 6, 2008 on the question of whether
to levy a land transfer tax. This tax of four-tenths percent on eligible real property transactions
was provided for in the 2007 Session Laws enacted by the North Carolina General Assembly as
a local revenue option available to county governments. If Orange County voters approve this
measure, and County Commissioners implement it subsequently in May 2008 (following a 10=
day public notice), the levy of the tax could begin as early as July 1, 2008.
The Orange County Commissioners approved at their March 6, 2008 regular meeting a
"Statement of Intent Regarding Uses of Land Transfer Tax Proceeds". The Board directed staff
to bring back for the Board's action at the earliest opportunity a draft of a resolution to document
the statement of intent. The adopted resolution would serve as a formal record of the Board's
plans to use proceeds from a land transfer tax, if Orange County voters subsequently approve
that tax.
Staff and the County Attorney have revised the accompanying proposed resolution to reflect the
Board's discussion at the March 6, March 11, and March 12 meetings.
FINANCIAL IMPACT: There is no direct financial impact associated with this agenda item.
Recently updated estimates developed by the County Budget Director suggest that based on
historical patterns, Orange County could expect proceeds for FY 2008-09 of approximately $3.5
million from a .4 percent land transfer tax, if approved by voters and implemented by the Board
of Commissioners to take effect on July 1, 2008.
RECOMMENDATION(S): The Manager recommends that the Board adopt the accompanying
resolution, or a modified version thereof, to document the Board's intended uses of the
proceeds from the prospective land transfer tax.
REVISED DRAFT
UPDATED 3!13/08
ORANGE COUNTY BOARD OF COMMISSIONERS
A Resolution Regarding Uses of Land Transfer Tax Proceeds
WHEREAS, there are significant pressing school, park, and other County capital needs that are
precipitated by growth pressures and are currently unfunded or underfunded in the County's 10 Year
Capital Investment Plan; and
WHEREAS, it is important to provide Orange County taxpayers with alternatives to the pressure to
raise property taxes to address these, and other, County needs; and
WHEREAS, the levy of a .4% land transfer tax would provide a new County revenue source; and
WHEREAS, if Orange County voters do not approve the levy of a .4% land transfer tax, greater
property tax increases are inevitable to meet public school capital needs to meet the requirements of
Schools Adequate Public Facilities agreements and ordinances (SAPFO); and
WHEREAS, the Board of Commissioners has established guidelines to allocate transfer tax
proceeds, including:
a. funding will be allocated in an equitable manner between capital projects in the County's two
school systems and other County capital projects;
b. funding will be allocated to already identified projects to meet the requirements of SAPFO and
to fund County park capital needs for the County parks, the land for which has already been
acquired, and not to new projects that have not been previously contemplated;
c. funding could be allocated to public school and County renovation projects as well as to new
facilities; and
WHEREAS, if additional funding does not come from the land transfer tax, the property tax will be the
funding source for projects to meet the requirements of SAPFO, and other capital projects not
required by law may have to be either deferred or not completed;
NOW, THEREFORE, BE IT RESOLVED THAT the Orange County Board of Commissioners hereby
states its intention to use the proceeds from the land transfer tax for currently unfunded or
underfunded public school and park projects.
BE IT FURTHER RESOLVED THAT proceeds from the land transfer tax in later years will be used to
address County Commissioner priorities as established in the County's 10 Year Capital Investment
Plan.
This, the 18th day of March, 2008.
REVISED DRAFT
APPROVED 03/06/08
ORANGE COUNTY BOARD OF COMMISSIONERS
Statement of Intent Regarding Uses of Land Transfer Tax Proceeds
Based on discussion at the February 72, 2008 work session, the following represents a
starting point for establishing the formal position of the Orange County Board of
Commissioners regarding the prospective uses of the proceeds from a .4 % land transfer tax,
if approved by Orange County voters:
1. The Orange County Board of Commissioners believe:
• there are significant pressing school, park, and other County capital needs that are
precipitated by growth pressures and are currently unfunded or underfunded in the
County's 10 Year Capital Investment Plan
• it is important to provide Orange County taxpayers with some relief from the pressure
to raise property taxes to address those, and other, County needs
• revenue from the land transfer tax alternative made available to counties by the
General Assembly during the 2007 Session provides an opportunity to gain some
measure of that relief
• if the County Commissioners do not have voter approval to levy a .4% land transfer
tax, that inevitably will lead to property tax increases to meet capital needs that MUST
be funded
• while the Board of Commissioners cannot say that property taxes will never be raised,
the availability of an alternative revenue source through the land transfer tax does
mean that property tax rates would be lower than they otherwise would be without the
land transfer tax
• capital funding from the land transfer tax must be allocated in an equitable manner
between projects in the County's two school systems and other County capital
projects
• funding from the land transfer tax should be allocated to already identified projects the
County MUST accomplish, not to new projects that haven't been previously
contemplated
• funding from the land transfer tax could be allocated to renovation projects as well as
to new facilities
• if additional funding does not come from the land transfer tax, it will inevitably come
from the property tax for projects that MUST be done, and non-mandated projects will
either be deferred or not completed
2. Therefore, the Orange County Board of Commissioners hereby states its intention to
use the proceeds from the land transfer tax for currently unfunded or underfunded
school and park projects. Proceeds from the land transfer tax in later years will be used
to address County Commissioner priorities as established in the County's 10 Year
Capital Investment Plan.