HomeMy WebLinkAboutAgenda - 03-26-2015 - AgendaORANGE COUNTY BOARD OF COMMISSIONERS
CHAPEL HILL TOWN COUNCIL
AGENDA
BOCC /Chapel Hill Town Council Joint Meeting
March 26, 2015
Meeting Time — Immediately Following 7:00 pm Assembly of Governments Meeting
Southern Human Services Center
2501 Homestead Road
Chapel Hill, NC
Welcome and Opening Remarks (Mayor Mark Kleinschmidt and
BOCC Chair Earl McKee)
1. Bond Referendum Updates
a) Town of Chapel Hill November 2015 Bond Referendum
b) Potential November 2016 Orange County Bond Referendum
2. Discussion on Town and County Properties
a) Town Hall/Visitors Bureau /Skills Development Center
b) Joint Parks and Recreational Opportunities
3. Update on Rogers Road Project
4. Economic Development Potential for Ephesus /Fordham Development
Project Update
Orange County Board of Commissioners' regular meetings and work sessions are
available via live streaming video at orangecountync .gov /occlerks /granicus.asp and
Orange County Gov -TV on channels 1301 or 97.6 (Time Warner Cable).
ORANGE COUNTY BOARD OF COMMISSIONERS
CHAPEL HILL TOWN COUNCIL
JOINT MEETING
AGENDA ITEM ABSTRACT
Meeting Date: March 26, 2015
SUBJECT: Joint Meeting Discussion Items
DEPARTMENT: County Manager /Town
Manager /Town Finance/
County Finance /County Solid
Waste /County & Town Park
and Recreation /County Asset
Management/Town Economic
Development
ATTACHMENT(S):
As noted in "Background" section
PUBLIC HEARING: (Y /N)
1
No
INFORMATION CONTACT:
Bonnie Hammersley, 245 -2300; Roger
Stancil, 968 -2743; Ken Pennoyer, 968-
2706; Paul Laughton, 245 -2550; Jason
Damweber, 968 -2844; David Stancil, 245-
2510; Jim Orr, 968 -2784; Gayle Wilson,
968 -2885; Jeff Thompson, 245 -2650
PURPOSE: To discuss topics of mutual interest between the governing boards of Orange
County and the Town of Chapel Hill.
BACKGROUND:
1. Bond Referendum Updates
a) Town of Chapel Hill November 2015 Bond Referendum
The Town of Chapel Hill is planning a General Obligation Bond Referendum for
November of 2015. The planned referendum will be about $40.3 million and will
include streets & sidewalks, trails and greenways, recreation facilities, a solid waste
transfer station and stormwater improvements. The Town finances its long -term
capital improvement through its Debt Management Fund. The Debt Fund uses a
dedicated portion of the property tax that, along with other revenues such as
transfers from enterprise funds, is used to fund debt service payments. Based on
our projections, the proposed referendum bonds can be paid using the existing
capacity in the Debt Management Fund. In other words, it is expected that the Town
will not need to increase taxes in order to pay the debt service on the planned
referendum debt.
The Town's last general obligation bond referendum was in 2003 and the issuance
authority was exhausted in 2010. Since that time, Town debt financing activity has
been limited to refunding existing debt, two - thirds bonds and parking enterprise debt.
Bond Orders
The planned bond orders (categories of projects that will be presented on the ballot)
include projects that have been prioritized through the Town's internal review
process. Among other things, this process took into consideration the following:
• Priority in various Master Plans, including the Parks & Greenways, Stormwater,
Streetscape, Bike and Sidewalks Master Plans.
• Whether the project was contemplated in the Town's 2020 planning process.
• The project's importance score in the Community Survey.
Streets & Sidewalks $ 16,200,000
This category includes road improvements for bicycle and pedestrian safety,
new sidewalk construction, street infrastructure improvements, bridge
replacement and Downtown Streetscape improvements. In the latest
Community Survey "overall flow of traffic and congestion" ranked 1st in overall
importance out of 17 ranked service categories.
• Bike and pedestrian safety projects include high- intensity activated
crosswalk signals, bicycle lanes, sharrows, road diet and shared lane
markings in areas of high traffic identified in the Bicycle Master Plan and
consistent with the Town's Complete Streets Policy.
• Street infrastructure improvements include resurfacing and
reconstructing streets with an emphasis on facilitating multi -modal
transportation. This will help restore Town street conditions to pre -2008
levels.
• The Downtown Streetscape Project provides for safe sidewalks,
pedestrian amenities, adequate pedestrian lighting and compliance with
ADA standards. Improvements include those identified in the
Streetscape Master Plan and improvements recommended in the
Downtown Audit.
Trails and Greenways $ 5,000,000
This category includes the expansion of the Town's Greenway System
including the acquisition of property consistent with the Greenway Master Plan.
Specific elements of the expansion of the Greenway System include the
following projects:
• Design, easement acquisition and permitting for the final section of the
Morgan Creek Trail
• Construction of the Bolin Creek Trail /Tanyard Branch Trail from
Pritchard Avenue Ext. to Jay St.
• Construction of the final segments of Morgan Creek Trail
Recreation Facilities $ 8,000,000
This category includes a new Parks and Recreation administration building to
replace the facility at Plant Road, a new cultural arts building, and renovations
to various parks. The administration building and the cultural arts facilities
could potentially be combined into one facility. Total planned square footage
K
for a combined facility would be 24,000 square feet. These projects are
priorities in the Parks Master Plan.
Solid Waste Transfer Station $ 5,200,000
With the closure of the Orange County Landfill the Town began transporting
solid waste to a facility in Durham. This arrangement significantly increased
the costs of waste disposal including increased fuel consumption and wear
and tear on vehicles. Construction of a Transfer Station on Town owned
property on Millhouse Road is consistent with the Solid Waste Collection and
Disposal Option Report.
Stormwater Improvements $ 5,900,000
This category includes high priority Stormwater Projects identified in the
Town's Stormwater Master Plan. Priorities will be further refined based on the
subwatershed studies. Debt issued for these projects would be repaid from
the Stormwater Enterprise Fund. Repayment of $5.9 million of debt would
require a rate increase of about $5.00 per ERU which is a 20% increase on the
current rate. In the Community Survey, quality of the stormwater
runoff /management system ranked as the most important maintenance
service.
Schedule
The Town Council is scheduled to take its first official action for the planned
referendum on April 27th when they take up the preliminary findings resolution.
Other important milestones in the referendum process include introduction of bond
orders and setting of the public hearing scheduled for May 27th and holding the
public hearing, adoption of bond orders and setting of ballot questions on June 22nd.
Debt Affordability
The Town has manageable debt levels as evidenced by its low debt per capita and
debt to assessed value benchmarks compared to its triple A rated municipal peer
group. The Town's debt pay -out ratio (amount of debt service payable in the next
ten years) is 77.9 %, which is considered very strong. In addition, the Town's annual
debt service as a percent of governmental revenues is currently about 9.2 %, which is
well below historic levels.
Other Capital Financing
In addition to the projects the Town is planning for the referendum, we are also
planning on financing certain high priority projects, including a new police
headquarters and replacement fire stations, using installment financings. The
decision to use installment financing for these projects is based on their essential
nature and the ongoing planning process for Town facilities. The essentiality of the
projects helps to ensure adequate collateral will be created by the project to support
the financing. The planning process for the projects includes the potential for co-
location of multiple facilities and the possibility of swapping properties with other land
owners. Installment financing provides the flexibility of determining the specifics of
the project when the planning stage is completed. The preliminary estimate for the
cost of public safety facilities is about $30 million.
M
The Town is also working on an installment financing that includes Town Hall
renovations and public improvements (streets and stormwater) in the Ephesus
Fordham renewal area. The Ephesus Fordham portion of the financing is structured
as a "synthetic tax increment financing" with the incremental increase in property
taxes used to pay debt service for the public improvements. The total amount for the
combined financing is about $11.7 million.
The Town is also contemplating the issuance of up to $1.7 million in two - thirds
bonds in the current fiscal year to pay for public safety equipment and improvements
to public facilities.
Staff will provide any other information at the meeting, and the governing boards can
discuss issues related to this item as necessary.
No Attachments
b) Potential November 2016 Orange County Bond Referendum
In several meetings during the past year, the Board of Commissioners has discussed
the possible scheduling of a bond referendum to address County and School capital
needs. A large part of the incentive for going forward with a potential General
Obligation bond referendum is the repair, renovation, and upgrading of existing older
school facilities. Both school systems have completed facilities assessments of their
older schools, and reflect needs totaling approximately $330 million.
At the Board's January 30, 2015 Retreat, the Board directed staff to develop
materials for Board consideration regarding the Board formally expressing its intent
to schedule a November 2016 Bond Referendum, including a total bond package
amount of approximately $125 million. The Board also directed staff to move
forward with the development of a process for a November 2016 Bond Referendum
similar to the process utilized during the County's 2001 Bond Referendum.
As was the case in 2001, the Board may wish to consider retaining the services of an
external facilitator to assist the Capital Needs Advisory Task Force. The Task Force
could receive assistance from the Dispute Settlement Center, the UNC School of
Government or other resources that may be worthwhile again for the 2016 process.
At the March 3, 2015 Regular meeting, the Board discussed its intent to schedule a
November 2016 Bond Referendum to address County and School capital needs;
discussed the proposed creation of, structure, and charge for a proposed Capital
Needs Advisory Task Force; and discussed the potential needs for the services of a
qualified facilitator for the Task Force. The Board requested additional information
from staff and the two school systems for continued discussion at a future meeting.
Based on an initial staff suggested timeframe, the Board could likely appoint Task
Force members at an April 2015 regular Board meeting. This would permit the Task
Force to hold its initial meeting in May and continue meeting in May, June and
through the summer break. Staff's initial proposal is that the Task Force be directed
to complete its work and provide its recommendations to the Board of
Commissioners by October 6, 2015, if not before. The Board would then consider
establishing potential bond categories and amounts and consider staff's initial
estimate of the potential tax rate impacts from the debt service of approximately
$125 million for the total bond package.
Staff will provide any other information at the meeting, and the governing boards can
discuss issues related to this item as necessary.
No Attachments
2. Discussion on Town and County Properties
a) Town Hall/Visitors Bureau /Skills Development Center
Beginning in 2012, the Town of Chapel Hill began exploring its real property holdings
to determine if there were any properties that could be used differently to meet a
community need or were potentially disposable. One of the properties identified was
the former Town Hall located at 100 W. Rosemary Street. Town staff has explored a
variety of options for how the property could be repurposed when its current tenants,
the Inter -Faith Council, relocated its shelter and community kitchen. Options
included selling the property to a developer, engaging a private sector partner to
potentially redevelop the property and surrounding properties for public and /or
private use, or repurposing the building to serve other community functions and
making the building a "destination point."
The Chapel Hill Town Council expressed interest in determining what other potential
community purposes the building might serve, specifically discussing the possibility
of partnering with Orange County and to use a portion of the building to house the
Visitors Bureau. The idea is that a more central downtown location in the historic
building might be a more attractive and easy to find destination for visitors to Chapel
Hill and Orange County.
If the County and Town decide to pursue partnering in this way and the Visitors
Bureau relocated, the County and Town would also have an opportunity to rethink
how the vacated space at the Skills Development Center could be used. One
possibility that has been discussed is using the space to expand LaUNCh, the
downtown start -up accelerator. The County's Space Study Work Group is assessing
its properties in part to inform the ongoing Capital Investment Planning process,
including the Visitor's Bureau and Skills Development properties. It will present its
findings and recommendations to the Board of County Commissioners in April of this
year.
Staff will provide any other information at the meeting, and the governing boards can
discuss issues related to this item as necessary.
No Attachments
b) Joint Parks and Recreational Opportunities
The County and Town had a long history of working together as partners on parks,
recreation, open space and land conservation. The attached memorandum outlines
a current example of this collaboration — the Hollow Rock Access Area along New
Hope Creek — and lists a number of other past efforts and at least one potential
future project.
Staff will provide any other information at the meeting, and the governing boards can
discuss issues related to this item as necessary.
Attachment 2 -b — Memorandum Regarding Joint Parks and Recreation Opportunities
3. Update on Rogers Road Project
The preliminary engineering work for sanitary sewer service for the Historic Rogers Road
Area (HRRA) has been completed on time and within budget. The purpose of the
preliminary engineering work was to conduct field investigations in the project area to
inform the sewer alignment and provide a budget level cost estimate. In completing this
work, the Orange Water and Sewer Authority ( OWASA) consultant (URS Corporation)
performed preliminary field investigations; met with Rogers Road area leaders; reviewed
OWASA's 2012 Sewer Concept Plan; made adjustments to the Concept Plan based on
field conditions; and identified alternative sewer alignments.
Based on the findings from the preliminary engineering study, the consultant has
estimated the project costs to install 3.5 miles of sewer lines at $5.7 million to include
engineering design, permitting, bidding, construction, construction administration,
construction observation and contingency. It does not include costs for private plumbing
installation, easement acquisition or OWASA connection fees. OWASA will work with the
County, Towns and consultant to develop estimates for these costs as the project
proceeds. OWASA estimates it will take no less than two years to design, permit, bid
and construct the sewer lines (the easement acquisition process can impact the
schedule).
Understanding the importance of keeping the project moving, Orange County and
OWASA are working on a new interlocal agreement to continue OWASA's management
of the next phase of the project (engineering design and permitting) to begin in July
2015. OWASA estimates the cost of design and permitting at about $370,000 (not
including easement acquisition) and it will take about a year to complete.
Staff will provide any other information at the meeting, and the governing boards can
discuss issues related to this item as necessary.
No Attachments
7
4. Economic Development Potential for Ephesus /Fordham Development Project
Update
The Town of Chapel Hill has provided the attached memorandum detailing information
on the Ephesus Fordham project as well as noting some of the status of development
and improvements occurring as part of the project.
Staff will provide any other information at the meeting, and the governing boards can
discuss issues related to this item as necessary.
Attachment 4 -a — Memorandum Regarding Ephesus Fordham Renewal Information
FINANCIAL IMPACT: There is no direct financial impact associated with discussion of these
topics. There are no action items requiring formal decisions.
RECOMMENDATION(S): The Managers recommend the governing boards discuss the topics
listed and provide appropriate direction to the respective staffs.
Attachment 2 -b
MEMORANDUM
TO: Bonnie M. Hammersley, Orange County Manager
Roger Stancil, Chapel Hill Town Manager
FROM: Jim Orr, Town of Chapel Hill Parks and Recreation Director
David Stancil, Orange County Environment, Agriculture, Parks and
Recreation Director
DATE: March 26, 2015
RE: Joint Parks and Recreation Opportunities
As the Board of Commissioners and Town Council discuss past and potential future
collaboration efforts in the area of parks, recreation and open space, this memorandum
is provided to serve as a discussion starter:
1. Hollow Rock Public Access Area (Part of the New Hope Preserve)
First designated as a future public access area along New Hope Creek in the early
1990's, the Hollow Rock Public Access Area consists of 72 acres owned by Orange
County, Durham County and the Town of Chapel Hill on the east side of New Hope
Creek south of Erwin Road straddling the Durham - Orange county line. The site is part
of a larger New Hope Preserve that continues downstream of New Hope Creek into
Durham. A Master Plan committee developed a plan for the site in 2009 (approved by
all jurisdictions in 2010). Using funds from both counties and a $200,000 grant, work is
underway for trails and bridge construction in both jurisdictions consistent with the
master plan (attached).
A draft interlocal agreement for the operation of the 72 -acre access area has been
created and has been shared with each of the owning parties, along with the City of
Durham (an original participant in the property acquisition). The interlocal agreement
has been reviewed by the Durham - Chapel Hill- Orange County Work Group. Once the
interlocal agreement is completed and signed, plans for construction of the parking
area and other initial facilities will follow.
2. Other Past and Potential Future Collaboration Projects
The Town of Chapel Hill and Orange County have a long history of working together on
parks and open space projects, including the above mentioned Hollow Rock Access
Area as well as such diverse efforts as:
• Homestead Park
• Southern Community Park
• Homestead Aquatics Center
• Bolin Creek Greenway, and
9
• Cedar Falls Artificial Turf Field, among others.
As noted in both the Town and County Parks and Recreation Master Plans,
opportunities for increased partnership and collaboration will continue to exist. One
project noted in both plans as a possible collaboration is the potential Millhouse Road
Park. This 79 -acre site was acquired by Orange County and is located on Millhouse
Road across from the Town Operations Center and adjoining the former Orange
County Landfill.
We will be glad to elaborate or provide further information as desired.
10
Master Plan ❑
/ Wosk and
Posslble Stream Bike Racks
for the Crossing Locatlon�
Hollow Rock Access Area at .�
New Hope Preserve ��� �` �� O1MI�E
Option i - Pickett Road Opened Ick.nROad IJ
Phase 1 - Pickett Rd Open - NO parking [o be p.0d.d
Option 2 - Pickett Road Closed / \\ Phase2- Pickett Rd C1 osetl -90 "Parking as shown [o be provltletl
Plckett Rd Closed tar thru traffic. / e
Pedestrian 1,1,,d whh lockable gate or _
Parking Area- ollartls for occasional school bus access ED
Phaset(and 2) Posslble Stream
/-Res[room _ �Crossln9 L
Relocated D1,—, �Plcnlc <
Entance 4-t Area <i
Exlstlng Driveway a ` Naure Viewing +'
Entrance C� gosk and Blke Racks \ Overlook
Gross Overflow Nature Vlewing
Par.t,g OVetlook
Rmk Stetl Hollow Posslble Future
Rock Store Pavetl Bike Lane /
—ADA Loop Trail \ /
/ I f� (113 Mlle) i \
it
Future
N FlsherP `Party C TraII& \ \
_ -- \
I Crassl gsl
------------ ` Exlstlng \ \
J Meadow /i^terpreWe Slgnage \
\ long Trell \
• ExlsUng TLC BamlShetl \
® Potenlal Educatlon.1 \
100 50 0 100 Outdoor Classro / \
3/04/2009
Rev Trails 10/17/2012 Posslble Tall e^nnecH..
the MIII Sire and Duke Trails
LEGEND
* POSSIBLE ACCESS POINT Hanging �I d.Y d.. Wosk \
Rock \
\ / O
� EXISTING BENCH LOCATIONS
PROPOSED BENCH LOCATIONS
(TO BE FIELD LOCATED) ❑ E
8 PROPOSED BIRD WATCHING PLATFORM
(TO BE FIELD LOCATED)
STREAM CENTERLINES _ ❑
STREAM BUFFER LIMIT n
EXISTING TRAIL o f
PROPOSED TRAIL (TO BE FIELD LOCATED) o�j—IJ
PROPOSED ADA SLOPE ACCESSIBLE IL11
TRAIL (TO BE FIELD LOCATED) TW
"y O
Possible Trail connection to /�
Trallsmthe South � \ `�1 I� ❑'�
Attachment 4 -a
FROM: Kenneth C. Pennoyer, Business Management Director
Dwight Bassett, Economic Development Officer
SUBJECT: Ephesus Fordham Renewal Information
DATE: March 19, 2015
11
Summary
The Town is proposing that the County partner with the Town in the Ephesus Fordham Renewal
Project by pledging support for the project and considering, on an annual basis, financial
participation based on the performance of the project in meeting mutually agreed upon goals.
Project Description
The Town has made a commitment to the renewal of the Ephesus Fordham project area and has
begun a process of renewal that addresses many issues and interests, including:
• Stormwater
o The Town is in the process of planning $1.2 million of Town financed
stormwater improvements designed to mitigate longstanding stormwater issues
the area.
o The Town Council has created a Stormwater municipal service district to fund
ongoing costs of stormwater management in and around the district.
• Roadway Improvements
o The Town is in the process of planning $8.8 million of Town financed and much
needed roadway improvements to be completed in 4 phases to correct existing
transportation problems, expand connectivity and minimize impact on future
traffic conditions.
• Affordable Housing
o The Town Council established a public - private partnership and donated 8.5 acres
of land for an affordable housing complex within the Ephesus Fordham project
area.
• Energy Efficiency
o The Town is working on a pilot rebate program that incentivizes developers to
maximize the energy and water efficiency of new buildings.
• Transportation
o This project addresses transportation connectivity and congestion issues that,
according to the Town's most recent Community Survey, represents the area that
should receive the most emphasis over the next two years.
• Rezoning
12
o The Town Council created the Ephesus /Fordham Form District. The use of form
based zoning provides highly prescriptive requirements that will help to ensure
development compatible with community standards and also streamlines the
approval process.
Financing
o In order to Finance this project the Town is using a combination of two - thirds
bonds and an installment financing secured by the Town Hall building. By
combining Ephesus Fordham public improvements with the Town Hall project,
the Town can efficiently use a tax increment financing approach, without going
through the additional cost and time involved with a statutory (Amendment One)
TIF. Although this approach is faster, less expensive and more flexible, it does
by -pass official County approval that would be needed for a statutory TIF.
Project Benefits
Recognizing that the benefits of the project will accrue both to the Town and the County and that
the Town and the County share many of the same interests with regard to the successful
completion of this project, we are seeking County support to solidify the public financial
underpinnings of the renewal process.
Using a TIF approach to financing, with the Town issuing the debt and taking the risk of any tax
increment shortfall, we feel there is opportunity for the County to support the project financially
using only a portion of tax revenues that, if not for the Town's public investment, would not
otherwise exist.
Suggested Approach to County Investment in Project
While the Town is committed to paying for the public improvements, regardless of the outcome
of the project, we believe that the County and Town have shared interests, described above, that
would best be served with a long -term partnership that recognizes both the rewards and costs
associated with an economic development project of this scale.
We understand the multiple demands on new tax dollars and the need to prioritize those demands
on an annual basis through the budget process. Therefore we are suggesting that the County
consider an approach to investment in the Ephesus Fordham project based on project
performance using criteria both the Town and the County agree on. The Town would provide an
annual Ephesus Fordham project performance report during the County's budget deliberations
that would include the following:
• Additions to the tax base
• Status of public improvements
• Status of private improvements, including progress toward meeting affordable housing,
energy efficiency and transportation goals
• Economic impact analysis
The first Ephesus Fordham performance report would be submitted during the first budget cycle
in which an actual tax increment from the project was expected in the next fiscal year. In other
words, we will not ask for funding until the tax benefits become measurable.
13
Current status of development and improvements
We are in the 90% comment stage for Phase I improvements and are negotiating right -of -ways
and public access agreements for the projects. We anticipate going to bid in either June or
September of 2015.
The Town has issued one permit for Village Plaza Apartments which include 266 multi - family
units and 15,000SF of retail.
The Town has pending applications on two additional projects at Ram's Plaza for a 13,000SF
CVS retail operation and a 3,000SF retail /restaurant operation.
We have been in talks about the Phase 11 road improvements and in particular the extension of
Elliott Road through The Park Apartments. If The Park is redeveloped if would add roughly
500,000SF of multi - family to the commercial tax base.
There are several smaller projects in consideration and design stage but only three pending
applications.