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HomeMy WebLinkAboutAgenda - 06-06-1994 - VIII-E 1 O R A N G E C O U N T Y BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: June 6. 1994 Action Agenda Item SUBJECT: HICKORY HILL - PRELIMINARY PLAN ACTION BY: July 21, 1994 DEPARTMENT: PLANNING PUBLIC HEARING Yes x No ATTACHMENT(S) : INFORMATION CONTACT: Eddie Kirk Resolution of Approval Extension 2582 Application TELEPHONE NUMBERS: vicinity Map Hillsborough - 732-8181 Fiscal Impact Analysis Durham - 688-7331 Preliminary Plan Mebane - 227-2031 5/16/94 Draft Planning Board Chapel Hill - 967-9251 Minutes PURPOSE: Consideration of the Preliminary Plan for Hickory Hill. BACKGROUND: The property is located in Eno Township on the northeast side of Palmer's Grove Church Road (SR 1582) . It is zoned Agricultural Residential and L-Eno-PW. It is designated Agricultural Residential and Lower Eno Watershed in the Land Use Element of the Comprehensive Plan for Orange County. Land uses in the area include Spirit Hill Subdivision and other single family lots. The subdivision will be served by individual wells and septic tanks. The total acreage of the tract is 20. 34 acres. Sixteen (16) lots are proposed that average 1. 15 acres in size. The lots all front on Mary E. Cook Drive which is proposed to be public and constructed to State standards. Mary E. Cook Drive follows an existing private right-of-way and extends north off of Palmer's Grove Church Road. Palmer's Grove Church Road is a paved secondary State road. The Planning Board reviewed and approved the Concept Plan for Hickory Hill at its January 24, 1994 meeting with the condition that all lots must receive access from Mary E. Cook Drive. z A portion of the right-of-way for Mary E. Cook Road crosses Lot 3 of Spirit Hill Subdivision, located east and south of Hickory Hill. In order for the dedication of that portion of the right-of-way to occur, the owner of Lot 3 of Spirit Hill must sign the Final Plat for Hickory Hill. It has been the general practice of Orange County to extend lot lines to the center of the road easement for private roads, but only to the edge of the right-of-way for public roads. In keeping with this practice, it would be desirable for the Final Plat to include a recombination of Lot 3 of Spirit Hill to move the lot line to the eastern edge of the right-of-way for Mary E. Cook Road. However, if the owner of Lot 3 does not wish to have the lot line changed, then it can remain in its current location within the right-of-way without affecting the public road dedication. On May 16, 1994, the Planning Board recommended approval of the Preliminary Plan with the exception of Condition B7 in the Resolution of Approval which states "Provided it is acceptable with the owners of Lot 3 of Spirit Hill Subdivision, the property in the right-of-way of Mary E. Cook Road on Lot 3 should be recombined with the property in Hickory Hill. " The Planning Board recommended that the condition be eliminated because the recombination is contingent on the preference of the owner of Lot 3 , and the condition may or may not be met. RECOMMENDATION: The Administration recommends approval of the attached Resolution of Approval for Hickory Hill Subdivision, including item B7. Although recombination of Lot 3 and the right-of-way is not firmly required, inclusion of B7 would assure that the subdivider was aware of the preference to match the property line with the edge of the right-of-way. The issue of property ownership is not, however, of enough significance to jeopardize the applicants' ability to record the subdivision. • RESOLUTION 3 OF THE ORANGE COUNTY BOARD OF COUNTY COMMISSIONERS Date Tune 6. 1994 Name of Subdivision Hickory Hill Owner/Applicant Wesley Cook The Board of County Commissioners hereby approves Hickory Hill subdivision preliminary plat, dated March 23, 1994 and containing 16 lots in Orange County, subject to the fulfillment of requirements specified herein. Mary E. Cook Road shall be irrevocably dedicated to the general public and be constructed to standards of the North Carolina Department of Transportation. 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 Mary E. Cook Road. This acceptance by Orange County of the dedication to the general public of Mary E. Cook Road shall be without maintenance responsibility. This 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 Hickory Hill 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. B. Roads and Access 1. Mary E. Cook Road 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. 1 4 OR A letter of credit, escrow agreement, or bond shall be submitted to secure construction of Mary E. Cook 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. Submit an erosion control plan for construction of the road. 3. All lots shall access onto the new subdivision road. This restriction shall be stated in a document describing development restrictions and requirements to be prepared by Planning Staff and recorded concurrently with the Final Plat. 4. Site triangles at the intersection of Palmers Grove Church Road and Mary E. Cook Road shall be dedicated as required by NCDOT. 5. All curves shall meet NCDOT right-of-way and radius requirements. 6. The owners of lot 3 of Spirit Hill Subdivision shall sign off on the Final Plat dedicating the right-of-way for Mary E. Cook Road. 7. Provided it is acceptable with the owners of lot 3 of Spirit Hill Subdivision, the property in the right-of-way of Mary E. Cook Road on lot 3 should be recombined with the property in Hickory Hill. 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 -2. Provisions for protection of existing trees as shown on the approved landscape plan shall be included in a document describing development restrictions and 5 requirements to be prepared by Planning Staff and recorded concurrently with the Final Plat. D. Drainage 1. Impervious surface data, as pursuant to Article 6.23.3 of the Zoning Ordinance shall be included in a document describing development restrictions and requirements to be prepared by Planning Staff and recorded concurrently with the Final Plat. 2. A 100 year floodplain and stream buffer along the western property line of lots 1 through 6 as shown on the Preliminary Plan. E. Parkland 1. Cash in the amount of$1,850.00 [($4,047/acre x 16/35 acre)] shall be paid to Orange County as payment in lieu of parkland dedication. F. 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. 2. The following rights-of-way shall be shown on the plat: a. A 60-foot right-of-way shall be provided in lot 12 as shown on the Preliminary Plan. b. A 60-foot right-of-way across the back of lots 7 through 11 as shown on the Preliminary Plan. G. 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. 3 6 5. A Certificate of Approval signed by the Orange County Planning and ' Inspections Department. Signature of Applicant Clerk to the Board accept the above listed conditions of subdivision approval, and acknowledge that each must be met prior to recordation of the Final Plat. 4 APPLICATION FOR PRELIMINARY PLAN APFROVAL MAJOR SUBDIVISION 8/93 ORANGE COUNTY - DATE: - 9� PLEASE TYPE OR PRINT (INK ONLY) SUBDIVISION NAME: LOCATION: 1��1L/l1�rZ5 0 vre , 2. G� OWNER/DEVELOPER: &. y SZe-ze Cos ADDRESS: 2/-10 a44 772, TELEPHONE NO.: Lys{-TOht •• AGENT/CONTACT: CC . , TELEPHONE NO.: '7.37-3883 A. SUMMARY INFORMATION: Orange County Tax Map ZO Block Lot(s) Z ,, Z 7 Township 4Aj 0 Zoning District(s): A-Q L-END-PW Total Number of Acres: c,/ R L Phases: Total Number of Lots: /e-o Average Lot Size: A Minimum Lot Size: —O. 9'Z Number/Type of Structures: (existing) (proposed) Lineal Feet in Streets: 136,0 Acres in Open Space: Water Supply: Public (specify) Community f Individual Wastewater Disposal: Public (specify) Community ✓ Individual School District: Ora n o Firs District: ENO General Land Uses in Area: 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_ 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: <?>:' subdivision name ✓�#� zoning of tract and adjacent. .� name & address of owners) properties ✓ name & address of subdivider ./ ? *, building setback lines by notation (if other than owner) or typical lot layout �%5 .;:;z name of surveyor, engineer, location and width of existing and C landscape architect or architect, proposed easements (drainage, ° address, registration /and seal utilities, roads, etc.) y ✓ (title) Preliminary Plan existing, proposed and adjoining ° .✓ ' scale, north arrow �,. " rights-of-way including dimensions y ° date (including revision dates) and street names and state road ✓ `''.:< township, tax map-block-lot numbers. Lineal feet of road +J w references centerlines and approximate •:z Parent Parcel Identification +� acreage of new street rights-of- -.1�' , dead book and page t of property way 4-4 to be subdivided ' Mi existing and proposed utilities, co boundary described with bearings including type, sizes, hydrants, (a E cm. and distances valves, manholes o co �" .; U cc ✓`V`s "' total acreage of the tract and /( �" existing and proposed curbs, Y ° acreage of fats, including and gutters and culverts, including excluding area within rights-of- suss and grades way ; location and width of alleys, , ✓ »: control corner sidewalks, bike lanes, transit systems, and bus stops (please complete reverse side) 6 proposed lot lines with dimensions typical street cross-sections and lot & block numbers intersection details including phasing lines design and width of travalway and t000graphy at ton foot (10) shoulders —4 intervals ✓ horizontal alignment and general a 0 water bodies, streams, floodway curve data (public roads) and floodplains centerline radius on all proposed stream buffers streets permanent features such as _hle P# location and size of parcels U) U dedicated for public use, buildings, cemeteries, historic .,q a)E L64 recreational use or reserved in landmarks 4J 4_1 .H 0 common, with purpose noted adjoining lot layout names of impervious surface data (if located adjoining property owners. If (D U-4 0 in water supply watershed) subdivided, subdivision plat name, 4J (V vicinity map showing general plat book & page number, and 4 to perimeter lot numbers. CL a) location of subdivision with streets E k and roads identified by State road location and size of lots of 0 W L) number and name restricted development potential landscaping and buffer and notation on plat regarding CD M requirements same stormwater detention and/or L) to _.0 township, corporate and extra- territorial planning jurisdiction lines retention sites and undisturbed which cross the property areas for infiltration purposes (if located in water supply watershed) 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 sails analysis approval/denial for each lot shown thereon. 4. Whore a private road is proposed a written statement by the applicant or his/her authorized representative which sets forth the justification for a private road (see Section IV-8-3-d-1 of the Orange County Subdivision Regulations). 5. Auxiliary documents, in draft form, prepared in accordance with Section.VIL 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 mot. a. Fee - $350.00 plus $5.00 per lot (1 fee for preliminary and final plat). 7. 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. 1, the applicant, hereby certify that th orepoi g application is complete and ccur to. APPLICANT'S GNATURE OWNER'S�VIGNA URE 3 72-31 94(- DOE DATE FEES: Amount 3 S Date Paid 3—;2.2 74- Receipt # 0 715".2 TO: Orange County Planning Department 9 FROM: Wesley Cook - Hickory Hill C. OTHER SUBMITTAL REQUIREMENTS 7. If the subdivision contains 10 lots or more,the following information shall be submitted with the application: a. Number of years to buildout. 3 years b. Number of houses to be built during each year to buildout. 5-6 homes c. Average price of houses including lots for each year to buildout. $125,000.00 i a 10 . m %C' O gy Cecil �, AppUcant. 3 .D 22 �. 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AG I7A Tg46 �J cl: I 0a 35,56 a Fx 1. pG c Z 10 0 425 PG.. 6 g 73�s 8 ; 17H 1, 3 t 4 s ' H a0 .9 % AC' 's 903 2 + ( C' 1 .04 AC .r 1 17 G 2201. 3 • ,b A N � 1 233 ' Z 29C 5923 3 IZ 30� 4 \ 3 .� '' 6028 17F 4 v .0 is 2`�j t 985 .3-T54 150A 674 C 1f 2.22 Ac _. t 9 �. 5.0 8149 1 $9 1 � Z t 3 .92AC• 1 2TAC• 2`J ' 1 L 2;z j„ .98AC WOODS D�F pKl ' a Ac.. _ AC � N -tg6T: , 28 y 6 29 � 1.09A 00 1 t 17 _ S 2gK ''_.. -----.,,, • 338 A s Z4 AG 3�6 62 C. 3i 6 63A C9 � Zoe 065 OATEN`"`- 3 h AT a T 1. 4►t ! t . 92 1 3H .0 9 C 4 R •�8 T t' 80 4 .9 �� 1 5 o 9 AG• a 1 1 2 X44 AG g.O AC'CAL5 t� 26 11 FISCAL IMPACT ANALYSIS FOR HICKORY HILL SUBDIVISION RESIDENTIAL SERVICE STANDARD APPROACH Prepared by The Orange County Planning Department May, 1994 PROJECT DESCRIPTION Hickory Hill is a proposed 1 6-lot major subdivision located in Eno Township on the northwest side of Palmer's Grove Church Road.The average lot size is approximately 1.15 acres. All lots will be served by individual wells and septic tanks, and public roads. For Hickory Hill, project build-out is estimated at three years.Housing units will be constructed, beginning in 1995, with completion of the project scheduled for 1997. Units will consist of detached single-family homes,and the applicant estimates the average sales price to be$125,000,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 times 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 development. 1L t TABLE OF CONTENTS SERVICE STANDARD APPROACH PROJECT FISCAL IMPACT 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 b - 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 RESIDENTIAL FISCAL IMPACT TEMPLATE: SERVICE STANDARD METHOD Bureau of Economic& Business Research — University of Florida 13 Modified 11/5/93 — Orange County,NC Planning Department SECTION 1 — PROJECT DATA: ENTER THE FOLLOWING DATA FOR EACH PROJECT: PROJECT.-: ;:>: :;. ::;::::::.:.:. :: Ifidc H�: TOWNSHIP: Eno CONSTRUCTION PERIOD: Be ::Years: Ending Year: Inflation:Rater:. <:>::<:.:;::; 2.9090 CHARACTERISTICS OF HOUSEHOLDS: ns Children/House: 0.44 °Y 'Non 1(10 HOME SALES DATA: Average Distribution Number of Sales Price of Units Year Homes S by Year ::1995,::.:_ 1996 6 125000 3750% 5;; 1998 0 0 0.000/0 2000 0 0 0.00% .:.:. .:.::....::.:.::.::.:..:.:::::. ... ....... . ...................... 2002 0...... ...... ::::.:..:..::::::::....:.. .:..::::::.:::.::.:.;;;;:;:::: (.(104?. 0 0.00% ;:: `: `':>: 2004 0 0 0.00% SCHOOL DISTRICT DATA: ENTER 01"IN( )BESIDE SCHOOL DISTRICT IN WHICH PROJECT IS TO BE LOCATED TO GENERATE STUDENT DISTRIBUTION BY SCHOOL TYPE. School District: School Attendance: orange CQ >:: Middle School 23% Chapel SCHOOL AGE CHELDREN/HOUSEHOLD: ENTER NUMBER OF UNITS BY HOUSING TYPE TO GENERATE NUMBER OF SCHOOL AGE CHILDREN. Children School Age Housing a Units Per House Children S' amff Du p.lex:(M le 0 0 0 . ... P..x/Quadplex ;. ;::<:: «: :> 0 Town House 0 0 0 Totals_`: ;. :: ;.. .: ,_ :.: .: .:; :. .. ;: 7777 —SECTION 2 — LOCAL GOVERNMENT AND SCHOOL DISTRICT DATA 14 1993-94 COUNTY POPULATION: 100758 SCHOOL DISTRICT STUDENT'POPULATION:.. 5444 COUNTY EMPLOYMENT: POSITIONS PER CAPITA 108.6E1. 0.0011 Public Safety 134.00 0.0013 x00 0.0005 .. ......... Human Services 24629 0.0024 EducatlDA SCI!District ,...., . 726.00. 0.0072 SCHOOL DISTRICT EMPLOYMENT: POSITIONS PER STUDENT . ....... .::.:.....:. ...... ..... 726.00 0.1334 COUNTY PER CAPITA REVENUES S : REVENUES PER CAPITA Tapes;- .;Other:I an.Pro ...........:::< ::. 4127000.... 40.96 ..:...:.: :. Intergovernmental 8778421 87.12 ......... ..:. . Sertirlce:;Char " ..... : : 2969123 29.47 :::: .:....:.......:. .::...:...:....:.:..:::::....::... :: ..:.: Miscellaneous 787197 7.81 COUNTY PER CAPITA EXPENDITURES S : EXPENDITURES PER CAPITA Gencr4i Gov rnmeut. : .::.::::....: :.:. . :.;:::::::; : ::62. 1551::.. 62.05 Public Safety 5854402 58.10 .... .. ...... ...: :,. ..::. 7.40 ...::: 2 ;::.Faber. ?ftor�. ...............::.:,:.....: . ..................... ..... ?f�Q727. Human Services 15528989 154.12 ;. ,.,.. Education.. Recunm :Ca..aal > :.:::>::. >:::: « .750000: 7.44 Non—Departmental 2343967 2126 COUNTY PER EMPLOYEE EXPENDITURE $ : EXPENDTTURES PER EMPLOYEE Gehl Gy b2SI551 : 5756493 .... . .:... . Public Safety. 5854402 4368957 »;:.:::::<;::::::::::::.:::<.>::<:;:,,:......:;>:::::<:..;:::.:>;::::: 60'127 ' 5521454 Human Services 15528989 63051.64 duC�ttibn: ecurratt ...... 750000" 1033.06 SCHOOL DISTRICT PER STUDENT EXPENDITURES S : EXPENDMJRES PER STUDENT county Gawern� ........................... .. `:,:: 742f11T2 :. 1363.00 School District 0 0.00 :::.:,....,....::,..:... ......... ... 17584881 : 3230.14 SCHOOL DISTRICT PER EMPLOYEE EXPENDITURES S : EXPENDITURES PER EMPLOYEE aunty Garrsmaent 742QI?2: 1022062 School District 0 0.00 .: .::.:.:.::..... ...::..:...... ............ ....::...:... State :: ::... . ' ;.`; 17584881 24221.60 TAX DATA: ENTER APPLICABLE ASSESSMENT RATIO AND ELDERLY EXEMP'T'ION: Ctnty' ax:Rate ) PeF$I messed Valuation. School District Tax Rate ($) 0.0000 Per$100 Assessed Valuation ....... Elderly Exemption 0 $11,000 Where Applicable SECTION 3 - DEMOGRAPHIC PROJECTIONS BASED ON PROJECT DATA 15 YEAR ;:.:1995 1996 199'l 1998 `:: ::.:::;:.:1999 HOUSING UNITS 16 16 POPULATION 13: 28 41 41. SCHOOL CHILDREN Elementary l: 2 3 Middle 2: 2 2. High School TOTAL 2` S ? 7"' ';:!`' 7 COUNTY GOVERNMENT AD D1T IONAL EMPLOYEES Ge e n ral Go v ernment QiO: 0.0 Public Safety tk.0 Public Works QA. . '< 0 l.0:; 0.0 0 Human Services 0.1 TOTAL SCHOOL L DISTRICT CT ADDITIONAL EMPLOYEES YEAR 2001 ::: ! ::.:.:: ;;::,.: 00Z. 2003 <;.,_:;:::>:::. ,2044 HOUSING SING UNITS ::::Ifs: POPULATION ULATI ON SCHOOL HOOL CHILDREN REN Elementary to ry Middle . .::.:...:::.::.: . . High School TOTAL AL C O U NTY GO VE RNME NT ADD ITIO NAL EMPLOYEES YBBS General ral Go v e rnme nt 12 . :.0.12 Public Safety Public Works ks 0.0 Human Services f f:: 0. 1 TOTAL AL SCHOOL HO O L DI S TRI CT ADDITIONAL EMPLOYEES JLSEeTION 4 - PROJECTED FISCAL IMPACT OF PROJECT ON COUNTY GOVERNMENT 16 YEAR 1995. 1996 : ..: 1997 1998 1999 TAX BASE($1000) 625: 1393 "2059. 2118 2180 REVENUES ($) Property Tax 4663. 10393 ]5357. 15802 16260 Other Taxes 526: 1192 :::'> 1783 1835 1888 Intergovernmental 1120 2534 .; :.3793 3903 4017 Service Charges -.:379 857 _ : .:.::`: :;I283 1320 1359 Miscellaneous 100. 227 :. : '` :._> . 3aE? 350 360 TOTAL (S) `` .6787: 15203 "` :':`:22556 23211 23884 EXPENDITURES ($) General Government 79?: 1805 ::.2701 2780 2860 Public Safety 747 1690 .2530 2603 26 79 Public Works 352: 797 °1193; 1228 1263 Human Services 1980: 4483 ? :<'i710 6905 7105 Education :`:'.3194' 7005 : 115M 10788 11101 Non-Departmental 299' 677 1013 1042 1072 TOTAL ($) 7270: 16457 `24632 25346 26081 NET FISCAL IMPACT S —482 —1254 >: --2075: —2135 —2197 YEAR 2tI00 2001 2003 2004 TAX BASE($1000) 2243: 2308 ; ::;'``2375` 2444 2515 REVENUES 5 .. Property Tax 17716:.. 18230 18759 Other Taxes -<14943: 1999 ; ;::` .;;'> 205.7:: 2117 2178 Intergovernmental °-4133 4253 4376::: 4503 4634 Service Charges '':; 98:. 1438 :> .;:: ?:;>.?`;:1480; 1523 1567 .::.:::.... . ..:..:::::.. 8 Miscellaneous 371. 381 :: `:: 392::: 404 416 ..... TOTAL ($) ';: >: ;':24576. 25289 ... :;:1:26022-: 26777 27554 EXPENDITURES S ( ) General Government 2143:: 3029 ...:<:` ;: ..3117:: 3207 _ 3300 Public Safety : :2756' 2836 2919; 3003 3090 Public Works >":'LQO: 1337 :. :< ;;:<;;:;;1375 1416 1457 Human Services X331:: 7523 7966 8197 Education : 114 11754 12495': 12446 12807 Non—Departmental . 1104 1136 ;:: ;::: :_:< I169' 1202 1237 TOTAL ($) 2M7:. 27616 _.` ': .;::? '.28417;: 29241 30089 NET FISCAL IMPACT S 2261 —2327 -2394 —2463 —2535 SECTION 5 — PROJECTED FISCAL IMPACT OF PROJECT ON SCHOOL DISTRICT 17 YEAR ; 1995 1996 ::1997 1998 .1999 REVENUES($) County 7005 aQ484 10788 .>' . :':.. .:. ..: 11101 School District 0 0 0 State 16087 ':. c>:`:; Z4Q78: 24777 25495 TOTAL (S) 23092 -.. . 34562 35565 36596 EXPENDITURES S County 3094". 7005 2Q484:: 10788 "-:11101 School District . 0 p 0 state 7106:: 16087 X4078 24777 25495 TOTAL S 'IU 23 092 <:::?::" .:::::'34562" 35565 3b NET FISCAL IMPACT S Q YEAR 2001 ,..... ?.004 REVENUES NUES S Conn 112 : 1 <` County 11754 <.:12()95:' 12446 School District State 26 277n TOTAL S 387 EXPENDITURES I TUBES S county 1143 tY .. .. `.:' ; >I1095. 12446 12807: School District :..:....:::...:..: .... .... ........ :. ... State 26995 <> 2�'P778:; 28584 -: - 2413 TOTAL AL S 387 ;. 39873::: 41030 ,::: `':<:': .'':.:`42219 NET FISCAL CAL IMPACT S —S'ECT'ION 6 — SUMMARY OF PROJECTED DEMOGRAPHIC/FISCALIMPACTS 18 YEAR 1995 1996 1997 1998 1999 HOUSING UNITS S 11 -16. 16 16 POPULATION 13: 28 41. 41 41 SCHOOL CHILDREN Elementary 1 2 3. 3 3 ..:::....:.... Middle 1 1 ;...... 2. 2 2 High School 2 2 TOTAL <: 2 5 .::::.::> : :: 7 7 ? COUNTY EMPLOYEES ( 1 0.2 : %>0:2 0.2 0.2 scxoOL EMPLOYEES °EIrS 0.2 0:3 0.3 0.3 TAX BASE(ti000) 62 1393 ':::. .:;`: .2059.. 2118 2180 COUNTY BUDGET(5) Revenues 6 - 15203 `225S6 23211 23884 Expenditures 7270>: 16457 < :24632. 25346 26081 BALANCE -�4$Z, —1254 . ...: : < -2M —2135 —2197 SCHOOL DISTRICT BUDGET($):.:' ......_ :': Revenues ":;:;;1(#201:' 23092 34,562: 35565 36546 Expenditures .-:402Qi; 23092 34562.: 35565 36596 BALANCE `,'W 0 :;:' `>::':`:';4: 0 0 COMBINED BUDGETS(i) Revenues 16988< 38295 571:19: 58775 60480 Expenditures 4?E ; 39549 59194 60911 ... 62677 BALANCE :-482: —1254 ' 20T5 —2135 —2197 YEAR 2000 2001 2002:: 2003 2004 HOUSING UNITS ;.1f 16 '. : ":: :I6' 16 16 POPULATION ;41: 41 `:41> 41 41 SCHOOL CHILDREN Elementary 3 .::...:..:.::.::::... .::. Middle 2 2 2 '` Z: -:: High School ><":<`::::<«>2 2 :< :2:: 2 :: . . 2 .. TOTAL ;;:;.<::::::::;::>.i'r':•:.;:i7 7 '; :::..::> .. ::` '. 7 7 ............ COUNTY EMPLOYEES :::'><::::>:.>` ><:::::;: 0:2:' 0.2 ::<.:.::;> ;0:2: 0.2 : .. - 0.2 SCHOOL EMPLOYEES :3< 0.3 0.3' 0.3 0.3 TAX BASE($i000) :. `.2243<: 2308 :2375 2444 2515 COUNTY BUDGET(S) Revenues 24S?6:< 25289 .:;` ::.::26dL2 26777 27554 Expenditures 26$3?' 27616 :' .28417:: 29241 : 30039 BALANCE —2327 .;..: `'< -2394' —2463 —2535 SCHOOL DISTRICT BUDGET Revenues 3'f65T> 38750 39873 41030 42219 Expenditures 37651: 38750 39$73 41030 4221 BALANCE ( 0 0:. 0 0 COMBINED BUDGETS(i) Revenues 6.:.62234: 64039 65M. 67807 69773 ' Expenditures ;. ::. ::,,;.:..64495 66365 ::.:.:::.°:.68290. 70270 ... . 30 BALANCE 2261 —2327 —2394 —2463 —2535 19 EXPLANATION OF TERMS AND DATA SOURCES SECTION 1 - 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. 20 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 equipmentif wWshings 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. 21 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 funds 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 Ratio: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. 22 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 Unite 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. 23 SECTION 6 - 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 EWPACTS 24 DRAFT MAY 16,1994 PLANNING BOARD MEETING Willis indicated Collins provided that information and Brown asked that Collins explain that at the next Planning Board meeting. MOTION: Jobsis moved approval as recommended by the Planning Staff. Seconded by Walters. VOTE: Unanimous. (3) Hickory Hill ( 16 Lots Eno Township) Presentation by Eddie Kirk. The property is located in Eno Township on the northeast side of Palmer's Grove Church Road (SR 1582) . It is zoned Agricultural Residential and L-Eno-PW. It is designated Agricultural Residential and Lower Eno Watershed in the Land Use Element of the Comprehensive Plan for Orange County. Land uses in the area include Spirit Hill Subdivision and other single family lots. The subdivision will be served by individual wells and septic tanks. The total acreage of the tract is 20.34 acres. Sixteen ( 16) lots are proposed that average 1 . 15 acres in size. The lots all front on Mary E. Cook Drive which is proposed to be public and constructed to State standards. Mary E. Cook Drive follows an existing private right-of-way and extends north off of Palmer's Grove Church Road which is a paved secondary State road. The Planning Board approved the Concept Plan at its January 24, 1994 meeting with the condition that all lots must receive access from Mary E. Cook Drive. . Agency comments were received from the County Attorney, Emergency Management, Recreation and Parks, Soil and Water Conservation, Erosion Control and NCDOT. Applicable comments have been incorporated into the Resolution of Approval (an an attachment to these minutes on pages ) . There was a concern from the County Attorney about the small portion of the road being in lot 3 of Spirit Hill Subdivision. The concern was about the dedication and how it would take place. There were two options: 1) that ownership could be transferred to the owner of Spirit Hill Subdivision; or 2) the owner of lot 3 could sign 25 off on the final plat dedicating the right-of- way. Wesley Cook, applicant stated that the option to have the owner of lot 3 sign off on the final plat is the option that will be taken. Willis noted that the area of concern could be re-combined so that it becomes part of the right- of-way or, if the owners were willing to do so. The ownership of the land does not matter as long as it is dedicated public. The Planning Staff recommends approval subject to the conditions contained in the Resolution of Approval. MOTION: Barrows moved approval as recommended by the Planning Staff excluding condition V. Seconded by Hoecke. VOTE: Unanimous. AGENDA ITEM #9: MATTERS SCHEDULED FOR PUBLIC HEARING (5/23/94) a. Subdivision Regulations Amendments ( 1) Section IV-B-3-d-1 Roads Private Road Justification Criteria (2) Section II - Definitions Section III-C-4 Minor Subdivisions - Action Subsequent to Approval Presentation by Mary Willis. (These are presented as informational items prior to the public hearing. Complete agenda abstracts and attachments are on file in the Planning Department. )