HomeMy WebLinkAboutAgenda - 08-08-1994 - VIII-B 1
O R A N G E C O U N T Y
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: August 8, 1994
Action Agenda
Item # V.=
SUBJECT: PHASES 2 & 3 SECTION II SUNSET RIDGE SUBDIVISION -
PRELIMINARY PLAN
ACTION BY: September 22, 1994
DEPARTMENT: PLANNING PUBLIC HEARING Yes _x—No
ATTACHMENT(S) : INFORMATION CONTACT: Eddie Kirk
Extension 2582
Resolution of Approval
Application TELEPHONE NUMBERS:
Vicinity Map Hillsborough - 732-8181
Fiscal Impact Analysis Durham - 688-7331
Preliminary Plan Mebane - 227-2031
6/20/94 Draft Planning Board Chapel Hill - 967-9251
Minutes
PURPOSE: To approve the Preliminary Plan for Section II Sunset
Ridge Subdivision.
BACKGROUND: The property is located in Cheeks Township south of West
Lebanon Road (SR 1306) between Mill Creek Road and Doe Run
Road. There are 24 lots proposed out of 31.23 acres with
an average lot size of 1. 13 acres. The property is zoned
Rural Residential (R-1) and BACK-PW and designated Rural
Residential and BACK-PW in the Land Use Element of the
Comprehensive Plan for Orange County.
Public roads are proposed to be constructed to State
standards and access will be from Sundown Drive through
Section One and Section Two Phase One. Stubouts are
provided to the south and east property line in Phase
Three. The subdivision will be served by individual wells
and septic tanks.
Section One of Sunset Ridge was approved in 1986. Section
Two received Preliminary Plan approval in 1987, however,
only Phase One of Section Two was submitted for Final Plat
approval and recorded.
This Concept Plan was approved by the Orange County
Planning Board on February 21, 1994 with the condition
that drainage easements would be determined by the Orange
County Erosion Control Officer.
2
The Planning Board considered the Preliminary Plan for
Section II Phases 2 & 3 Sunset Ridge Subdivision on June
20, 1994 and unanimously recommended approval subject to
the conditions contained in the Resolution of Approval.
RECOMMENDATION: The Administration recommends approval of the Preliminary
Plan for Section II Phases 2 & 3 Sunset Ridge Subdivision
subject to the conditions contained in the attached
Resolution of Approval.
I
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RESOLUTION 3
OF THE
ORANGE COUNTY BOARD OF COUNTY COMMISSIONERS
Date August 8. 1994
Name of Subdivision Phases 2 & 3 Section II Sunset Ridge Subdivision
Owner/Applicant Tames Rae Freeland
The Board of County Commissioners hereby approves Phases 2 & 3 Section II Sunset Ridge
subdivision preliminary plat, dated March 13, 1994 and containing 24 lots in Orange County,
subject to the fulfillment of requirements specified herein.
Amber Drive, Moonlight Court, Starry Night Lane and Twilight Circle 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 Amber Drive, Moonlight Court, Starry Night Lane and Twilight
Circle. This acceptance by Orange County of the dedication to the general public of Amber
Drive, Moonlight Court, Starry Night Lane and Twilight Circle shall be without maintenance
responsibility. These roads 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 Phases 2 & 3 Section II Sunset Ridge
Subdivision 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. Amber Drive, Moonlight Court, Starry Night Lane and Twilight Circle 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
OR 4 ,
A letter of credit, escrow agreement, or bond shall be submitted to secure
construction of Am7er Drive, Moonlight Court, Starry Night Lane and
Twilight Circle 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. Moonlight Court shall be renamed to prevent duplication of road names.
C. Land Use Buffers and Landscaping
1. Landscaping shall be installed or preserved as indicated on the approved
landscape plan, and must be inspected and approved by the Planning and
Inspections Department.
OR
Guaranteed financially through a letter of credit, escrow agreement, or bond
submitted to secure required landscape installation and preservation. An
estimate of the cost for required preservation, plantings and their installation
must be provided. The financial guarantee shall reflect 110 percent of the
estimate and be issued by an accredited financial institution licensed to do
business in North Carolina.
2. Provisions for protection of existing trees as shown on the approved landscape
plan shall be included in a document describing development restrictions and
requirements to be prepared by Planning Staff and recorded concurrently with
the Final Plat.
D. Parkland
1. Cash in the amount of$1,666.00 [($2,429/acre x 24/35 acre)] shall be paid to
Orange County as payment in lieu of parkland dedication.
E. 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
2. Drainage easements shall be provided as required by the Erosion Control
' Officer.
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.
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.
4. The North Carolina Department of Transportation shall certify that Amber
Drive, Moonlight Court, Starry Night Lane and Twilight Circle have been
constructed to State standards or that construction plans have been approved.
5. A Certificate of Approval signed by the Orange County Planning and
Inspections Department.
Signature of Applicant Clerk to the Board
I, , accept the above listed conditions of subdivision approval,
and acknowledge that each must be met prior to recordation of the Final Plat.
J
3
APPLICATION FOR PRELIMINARY PLAN APPROVAL
MAJJR SUBDIVISION 8/93 6 «�
ORANGE COUNTY
DATE: :!j )2 .9 4
PLEASE TYPE OR PRINT (INK ONLY)
SUBDIVISION NAME: JUNSET R)p&E SECTION Z
LOCATION: 30L)T14 Cr Ll:j2iAI OM Qb.
OWNER/DEVELOPER: JAMES RAE FREELAW Ib
ADDRESS: O• Box aa4 l TELEPHONE NO.: rI3oZ' &�S
)LLSBaQa�li_H fuc .��1�8
AGENT/CONTACT: JFWJ/9:C-A NAZI.TILL&y TELEPHONE NO.: rl3a-i
V il""`. proposed lot lines with dimensions typical street cross-sections and
lot & block numbers intersection details including 7
phasing lines design and width of travelwey and
topography at ton foot (10) shoulders
o ✓ intervals ✓ .. horizontal alignment and general
water bodies, streams, floodway curve data (public roads)
a� and floodplains :� ++ centerline radius on all proposed
stream buffers streets
location and size of parcels permanent features such as
N v
E •'•1 dedicated for public use, buildings, cemeteries, historic
(1) 4-+ recreational use or reserved in landmarks
•� o common, with purpose noted ;; adjoining lot layout names of
impervious surface data (if located adjoining property owners. If
4J W in water supply watershed) subdivided, subdivision plat name,
vicinity map showing general plat book & page number, and
CL Q) location of subdivision with streets perimeter lot numbers.
E cc and roads identified by State road ;; } location and size of lots of
U number and name restricted development potential
-Y a) landscaping and buffer and notation on plat regarding
U �
a� m requirements same
L L
W to township, corporate and extra- ; stormwater detention and/or
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 soils analysis approval/denial for each lot shown thereon.
4. Where 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-B-3-d-1 of the
Orange County Subdivision Regulations).
5. Auxiliary documents, in draft form, prepared in accordance with Section.-VI.of this Ordinance
which assure completion and/or maintenance of improvements required by this Ordinance.
Such documents may include, but not be limited to, a private road maintenance agreement, and
articles of incorporation and restrictive covenants pertaining to a homeowner's association.
These documents may be required as necessary as evidence that the ordinance requirements
are being met.
8. Fee - $350.00 plus $5.00 per lot 0 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.
I, the applicant, hereby certify that the foregoing application is complete and accurate.
aonu 11A ti
APPLICA 'S SIGNATURE WNER'S IG
x/12 J9ZL -4112 1qq
DATE DATE
FEES: Amount Arm Date Paid �-/� ' L_ Receipt #V
R �
Sunset Ridge
C. Other submittal requirements
7. a. We estimate 3-4 years to build out.
b. Approximately 6-8 houses each year.
C. The average house price is $80,000.
I
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1 • 5 AC. SUNSET RIDGE
Section H Phases 2 and 3
Applicant: Jennifer Hall-Tilley
C Zone: R-1 & BACK-PW c
0-61 o LUP: R-1 & BACK-PW N
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IyI W,
Deco LOT NUMBER :, ORANGE COUP
�---T LOT OR PARCEL NUMBER O -
EASEMENTS(6"OR OATE,MAP' APRIL1,1964 PHOTO NO.,
POWER TRANSMISSION LINES)
� -xLOCx LETTER rAj -
e PROPERrr LIIa �` �.J C t'_' (,� C T,A/ Q
I
10
1
FISCAL IMPACT ANALYSIS FOR SUNSET RIDGE SUBDIVISION - PHASES 2 & 3
RESIDENTIAL SERVICE STANDARD APPROACH
Prepared by
The Orange County Planning Department
May, 1994
PROJECT DESCRIPTION
Sunset Ridge(Phases 2&3) is a proposed 24-lot addition to a major subdivision located in Cheeks
Township south of Lebanon Road and east of Sundown Drive. The average lot size is approximately 1.14
acres. All lots will be served by individual wells and septic tanks, and public roads.
For Phases 2 &3 of Sunset Ridge,project build-out is estimated at four years. Housing units will
be constructed,beginning in 1994, 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$80,000,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.
11
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 6 - 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
Modified 11/5/93 — Orange County,NC Planning Department
SECTION 1 - PROJECT DATA: ENTER THE FOLLOWING DATA FOR EACH PROJECT:
:PROJECT-.. Sunset Ridge:Subdivision—Phases 2&3:
TOWNSHIP: Cheeks
CONSTRUCTION PERIOD:
Beginning:Year:; 1994
Ending Year: 1997
Iaflation Rated. 2.90015
CHARACTERISTICS OF HOUSEHOLDS:
Peaisons�Hause;
166
Children/House: 0.49
: .%.Non: irldeilyr: 100:00%x:
HOME SALES DATA:
Average Distribution
Number of Sales Price of Units
Year Homes S by Year
80000 .25 00%x
1995 6 80000 25.00%
.80000.
25.00°1a
1997 6 80000 25.00%
:. Ei: 0;00%
1999 0 0 0.00%
x.00%:
2001 0 0 0.000/0
2002. 0. oa :
2003 0 0 0.000/0
SCHOOL DISTRICT DATA: ENTER"1"IN( )BESIDE SCHOOL DISTRICT IN WHICH PROJECT IS TO BE
LOCATED TO GENERATE STUDENT DISTRIBUTION BY SCHOOL TYPE.
School District: School Attendance:
::.: . ..
E7rang GQUnty tiementa a School:. SO°lo
Middle School 23%
.. .Cha I:M--Carrbgm:... . .... ' _.. ............... ...0: '.:. Hi School 27%a
SCHOOL AGE CHILDREN/HOUSEHOLD: ENTER NUMBER OF UNITS BY HOUSING TYPE TO
GENERATE NUMBER OF SCHOOL AGE CHILDREN.
Children School Age
Housing a Units Per House Children
.. :.... ...::.... .....
24 0:49: 12
DupleV71hplex/Quadplex 0 0 0
Apartment/Cc edominium 6 6. 0
Town House 0 0 0
Totals 24 0:49 12
SECTION 2 — LOCAL GOVERNMENT AND SCHOOL DISTRICT DATA 13
BUDGET EAR:
1993-94
COUNTY POPULATION: 100758
ScfIOoLbismicr STEIDE T POPULATION:- 5444
COUNTY EMPLOYMENT: POSITIONS PER CAPITA
GeneralGcivernmtent:. 108b0 0A011
Public Safety 134.00 0.0013
PubLic: arks> 50.00 0.0005:
Human Services 24629 0.0024
Education: Sch000l District;.
726.00: 0.00726:
SCHOOL DISTRICT EMPLOYMENT: POSITIONS PER STUDENT
Total .
726.00 0.1334
COUNTY PER CAPITA REVENUES S : REVENUES PER CAPITA
1'a�es> .the Thalt Propeity 412700. 40.961.
Intergovernmental 8778421 87.12
vice. . es:
.2969123:
Miscellaneous 787197 7.81
COUNTY PER CAPITA EXPENDITURES S : EXPENDITURES PER CAPITA
General. oveinmea:: 6251551: 62;05
Public Safety 5854402 58.10
Fnbl%; t?orks: 2760727 27;40:.
Human Services 15528989 154.12
d icatiaa:.{Recurridg::.P— 11 1500w 'A*—
Non—De arunental 2343967 23.26
COUNTY PER EMPLOYEE EXPENDITURE S : EXPENDITURES PER EMPLOYEE
mineral rein riet b25F1551. 75643
Public Safety 5854402 4368937
I*nblrc Vcrs:
'2760Zf 55214u4
Human Services 15528989 63051.64
Education Rocarr-iit :Capital)-,6: . ..... .. .......:... ...... ..:...... ... .. ....,:... _... 75.000.._..... .. _1033.W.'
SCHOOL DISTRICT PER STUDENT EXPENDITURES (S): EXPENDITURES PER STUDENT
County 00wrnme .: :742E1172 136100
School District 0 0.00
State: I.... . 17584881: . . 323014:
SCHOOL DISTRICT PER EMPLOYEE EXPENDITURES (n: EXPENDIPURES PER EMPLOYEE
otsaty.C<nrernment: 742QI72 2220.62::
School District 0 0.00
State:
17584881. . . 24222.60:
TAX DATA: ENTER APPLICABLE ASSESSMENT RATIO AND ELDERLY EXEMPTION:
CQUnty'1'ax.ltate .($)> 07460 Per.$100 AMessed Valuation
School District Tax Rate ($) 0.0000 Per$100 Assessed Valuation
A �t:l2atia> :1.00.00::
Elderly Exemption 0 $11,000 Where Applicable
14
SECTION 3 - DEMOGRAPHIC PROJECTIONS BASED ON PROJECT DATA
YEAR 1994: 1995 1996 1997 1999
HOUSING UNITS 6> 12 .18 24 24
POPULATION .16 32 49. 64 64
SCHOOL CHILDREN
Elementary 1 3 4 6 6
Middle 1 1 2 3 3
High School 1. 2 3 3
TOTAL 3. 6 9
12 12
COUNTY GOVERNMENT
ADDITIONAL EMPLOYEES
General Government 04--. 0.0 0.1 0.1
Public Safety ur 0.0 0.1 0.1 0.1
Public Works aff 0.0 0.0: 0.0 -0.0
Human Services 04*. 0.1 0.2 O.Z
TOTAL .0A'. 0.2
0.3
SCHOOL DISTRICT 0.2 0.3 0.5
ADDITIONAL EMPLOYEES
YEAR
.1.999: 2000 2002
HOUSING UNITS 14. 24 24 .24
POPULATION 64 64:
64
SCHOOL CHILDREN
Elementary 6 6 6:
Middle : 3 3
.3
High School 3 3
TOTAL 12. 12 12. 12 12.
COUNTY GOVERNMENT
ADDITIONAL EMPLOYEES
General Government 0.1 01 0.1
Public Safety 01. 0.1 0.1
Public Works
0.0 0.0
Human Services 0.1 02 01 0:2::
TOTAL 0.3 0.3- 0-3
SCHOOL DISTRICT 0.5 6-5.:: 0.5
ADDITIONAL EMPLOYEES
SECTION 4 — PROJECTED FISCAL IMPACT OF PROJECT ON COUNTY GOVERNMENT 15
YEAR .1994: 1995 1996 1997
TAX BASE($1000) 480-' 974 1482" 2005 2063.
REVENUES (S)
Property Tax .35.91.: 7265 11057 14958 15392
Other Taxes 654:. 1345 2077 2849 2932
Intergovernmental 1390.: 2862 4417* 6060 6236
Service Charges 470: 968 1494 2050 2109
Miscellaneous 125': 257 .396.
543 55.9
TOTAL ($) 6220- 12697 .19440. 26461 27228
EXPENDITURES($)
General Government 99():: 2038 3146: 4316 4441.
Public Safety .927- 1908 .2946. 4041 4159
Public Works 437- 900 1906 1961
Human Services 2460:.
5062 7914. 10720 11031
Education 8491 13106.,. 17982 18503
Non—Departmental 764 1179--
1618 1665:.
TOTAL ($) :03Il 19164 2Q 58E1
40583 .41760::
NET FISCAL IMPACTS —6467 —10139-: —14123 —14532
YEAR 1999-: 2000 2002 2003
2313 238G
-..- :
TAX BASE($1000) .21 2195 -2248
REVENUES($)
Property Tax 2583g> 16298 17257 .17757
Other Taxes .3W 3104 3287 .3382.
Intergovernmental .6417: 6603 679W 6991 .71%
Service Charges 2M 2233 2299: 2365
Miscellaneous 592 B09- 627
TOTAL ($) .2.8.019'.. 28830 . :29666. 30526 .31412
EXPENDITURES($)
General Government 4702 4838:. 4979
Public Safety 4279: 4531:
4663 4799
Public Works 20.28:. 2076 .2137" 2199 2262..
Human Services 11680 12010:: 12367 12726.
Education 19592 20160' 20745 21347
Non—Departmental 1713. 1763 18X4 1867 1921.
TOTAL (S) 42971. 44217 45506. 46819 49177
LNET FISCAL IMPACT(S) —14954. —15387 —15934 —16293 --167651
SECTION 5 — PROJECTED FISCAL IMPACT OF PROJECT ON SCHOOL DISTRICT 16
YEAR 1994 1995 1996 1997 Im
REVENUES (S)
County 4126: 8491 13106 17982 18503
School District 0:. 0 0: 0 0.
State 9497 19544 30166 41388 42588
TOTAL (S) 11623. 43273 59370 61092.
EXPENDITURES(S)
County 4...126 8491 13106 17982 18503
School District E 0 0 0 0
State 9497' 19544 30166. 41388 42588
TOTAL (S) .13621 28035 43273: 59370 61092.
NET FISCAL IMPACT 4 0 a. 0 0
YEAR 1919.9:: 2000OUl. 2002 2003
REVENUES(S)
county 19040 19592 20160..: 20745 47.
School District 0. 0 t}. 0 p.
State 43823: 45094 4640 : 47748 49132
TOTAL ($) 62,M: 64686 6656.2:: 68493 704791
EXPENDITURES ($)
County 19040.. 19592 20160` 20745 21347
School District Q: 0 0 0 0:
State 438M.; 45094 46402. 47748 49-132
TOTAL (S) 628tr3 64686 66562.; 68493 70479
NET FISCAL IMPACTS E}:: 0 i}: p 0:
1
SECTION 6 - SUMMARY OF PROJECTED DEMOGRAPIUC/FISCALIMPACTS 17
r
YEAR 1994 1995 19% 1997 1998:
HOUSING UNITS 6, 12 18 24 24
POPULATION 16: 32 48 64 61.
SCHOOL CHILDREN
Elementary 1: 3 4 6 6
Middle 1 1 2: 3 3.
High School 1 2 2 3 3
TOTAL 3: 6 9 12 12.
COUNTY EMPLOYEES 0.1 0.2 0:3 0.3 0:3
SCHOOL EMPLOYEES 0:1. 0.2 0.3 0.5 0.5
TAX BASE($1000) 480 974 1482. 2005 2063.
COUNTY BUDGET($)
Revenues 6220': 12697 19440: 26461 27228.
Expenditures .9312:. 19164 29580:. 40583 41760
BALANCE -3042:: -6467 1013 -14123 44532:
SCHOOL DISTRICT BUDGET(S)
Revenues 13621 28035 43273 59370 61E192
Expenditures M23 28035 43273: 59370 61E
BALANCE 0- 0 0> 0 :0
COMBINED BUDGETS($)
Revenues 19843:: 40732 62713-- 85831 88321:
Expenditures 2M5: 47199 72852. 99953 .102$52'
BALANCE ... .-3092:. -6467 ... . :10134_: -14123 . 44532.
YEAR .:1999 2000 2UOY; 2002 2003:.
HOUSING UNITS 24< 24 24 24::
POPULATION 64 64 64;. 64
SCHOOL CHILDREN
Elementary 6: 6 6:. 6 6:
Middle 3 3 3 3
High School 3 3 3: 3
TOTAL 1 12 12: 12 .12
COUNTY EMPLOYEES 03: 0.3 0.1 0.3 0:3
SCHOOL EMPLOYEES 0:5 0.5 0.5' 0.5 0.5:
TAX BASE($1000) 2123: 2185 2248> 2313 2380
COUNTY BUDGET($)
Revenues ;28018::: 28830
.29666> 30526 .31422::
Expenditures :4297.1. 44217 4554)x:° 46819 48177:
BALANCE I4954> -15397 5834> -16293 X16765::
SCHOOL DISTRICT BUDGET($)
Revenues 6286x` 64686
:66562:. 68493 70479
Expenditures 62863; 64686 66562. 68493 704791
BALANCE 0:. 0 0? 0 Q:
COMBINED BUDGETS($)
Revenues 9088.1 93516 56228: 99019 161891
Expenditures 105835:: 108904 .122062: 115312 128656
BALANCE -14954. -15387 -15834' -16293 16765
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18
EXPLANATION OF TERMS AND DATA SOURCES
i
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.
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SECTION 2 - LOCAL GOVERNMENT AND SCHOOL DISTRICT DATA
Local government data includes information regarding expenditures required to provide County
services and revenues received based on the approved Orange County budget for the fiscal year in which
the project is considered for approval.All information derived from the approved budget remains constant
throughout a fiscal year (July-June) and is changed only with the approval of a new budget.
Local government revenue and expenditure information is compiled on a per capita (per person)
basis.Per capita figures are derived by dividing the total expenditures for a particular service function or
revenue source by the estimated population of Orange County for the year in which the project is
considered for approval. Populations estimates are prepared by the Planning Department.
Data inputs include the following:
Budget Year: The current fiscal year, i.e., 1993-94.
Per Capita Revenues: The sources of revenue by major category are as follows:
Taxes-Other Than Property:Revenues from taxes other than property taxes include those from sales
and use taxes, franchise taxes, and animal taxes.
Intergovernmental Aid: Revenues from this source, in the form of categorical aid or shared-tax
revenues, are provided through State and federal assistance programs.
Service Charges: Service (or user) charges support numerous functions and are charged to those who
voluntarily receive governmental services or use governmental facilities.
Miscellaneous:Miscellaneous revenues include interest earnings on investments,proceeds from license
and permit fees, and all other revenues.
Per Capita Expenditures: Expenditures by major category are as follows:
General Government: Services related to the legislative, administrative, financial, and legal functions
of government.
Public Safety: Law enforcement services and emergency medical services.
Public Works: Efforts related to the maintenance of County-owned property and the provision of
sanitation (solid waste disposal) services.
Human Services: Departments responsible for the provision of health, social, and recreation-related
services.
Education: Orange County supports two school units,the Orange County school system and the Chapel
Hill\Carrboro school system. This category includes appropriations made to the designated school system
for Recurring Capital items. Recurring Capital funds are used for general maintenance,purchase of new
equipment/f ir*ishi g 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.
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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.
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SECTION 3 - DEMOGRAPHIC PROJECTIONS BASED ON PROJECT DATA
Demographic projections provide information about the number of new residents and school children
anticipated in Orange County resulting from project development.Projections also provide the number of
additional employees required per service function and school district as a result of the new development.
Total Housing Units The cumulative total of new housing units added each year by project
development.
Total Population:The total population added each year by a project derived by multiplying the number
of homes to be constructed by the number of persons per household (see Section 1).
School Population: The total number of school children added each year by a project derived by
multiplying the number of homes constructed by the number of children per household (see Section 1).
Additional County Employees The number of additional employees required per service category
based on project development.
Total• Total of all additional county employees required based on project development.
School District Additional Employees: The number of additional employees required per school
district based on the project development.
SECTION 4 -PROJECTED NET FISCAL IMPACT ON COUNTY
Tax Base:The tax base represents the increase in assessed property value expected each year resulting
from project development.The values shown are in$1,000's and are derived from a formula which includes
the number and sales price of homes, and the assessment ratio. Where applicable, the percentage of
non-elderly units and elderly exemption are also used.
Revenues:All revenues are derived from a formula which multiplies the per capita revenues (Section 2)
times the projected population (Section 3).The exception to this is the property tax which multiplies the
tax base times the county government tax rate.
Expenditures: All expenditures are derived from a formula which multiplies the per employee
expenditure (Section 2) times the number of additional employees (Section 3).
Net Fiscal Impact: The net balance is the difference between projected expenditures and
projected revenues. A negative net balance indicates that it costs Orange County more to provide services
to a project than it receives in revenues.A positive net balance indicates that more revenues are received
than it costs to serve a project. Positive net balances in one project may thus be used to offset negative
balances in another.
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SECTION b - PROJECTED NET FISCAL IMPACT ON SCHOOL DISTRICT
Revenues: The County contribution is derived by transferring education expenditures by County
government(Section 4).Revenues derived from the school district tax are derived by multiplying the school
district tax times the tax base. State revenues are derived by multiplying the per student expenditure
figure times the total projected number of school children (Section 3).
Expenditures: Expenditures are derived from a formula which multiplies each per student
expenditure (Section 2) times the total projected number of school children (Section 3) and adding the
results.
Net Fiscal Impact: The net balance is the difference between projected expenditures and
projected revenues. A negative net balance indicates that it costs the school system more to provide
educational services for children in a project than it receives in revenues.A positive net balance indicates
that more revenues are received than it costs to serve a project.Positive net balances in one project may
thus be used to offset negative balances in another.
SECTION 6 - SUMMARY OF PROJECTED IMPACTS
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JUNE 20, 1994 PLANNING BOARD MINUTES
h. Solid Waste Committee
No report available.
i. New Hope Creek Corridor Committee
No report available.
AGENDA ITEM #8: SUBDIVISION APPLICATIONS
a. Preliminary Plans
( 1) Sunset Ridge Section II - Phases 2 & 3
(24 Lots - Cheeks Township)
Presentation by Eddie Kirk.
The property is located in Cheeks Township south
of West Lebanon Road (SR 1306) between Mill Creek
Road and Doe Run Road. There are 24 lots
proposed out of 31.23 acres with an average lot
size of 1. 13 acres. The property is zoned Rural
Residential (R-1) and BACK-PW and designated
Rural Residential and BACK-PW in the Land Use
Element of the Comprehensive Plan for Orange
County.
Public roads are proposed to be constructed to
State standards and access will be from Sundown
Drive through Section One and Section Two Phase
One. Stubouts are provided to the south and east
property line in Phase Three. The subdivision
will be served by individual wells and septic
tanks.
Section One of Sunset Ridge was approved in 1986.
Section Two received Preliminary Plan approval in
1987, however, only Phase One of Section Two was
submitted for Final Plat approval and recorded.
This Concept Plan was approved by the Orange
County Planning Board on February 21, 1994 with
the condition that drainage easements would be
determined by the Orange County Erosion Control
Officer.
Agency comments were received from Environmental
Health, Emergency Management, Soil & Water
Conservation, County Attorney, Recreation &
Parks, and NCDOT. Applicable comments have been
incorporated into the Resolution of Approval.
The Planning Staff recommends approval of the
Preliminary Plan for Section II Phases 2 & 3
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Sunset Ridge Subdivision subject to the
conditions contained in the Resolution of
Approval. (A copy an attachment to these minutes
on pages . )
Walters asked the reason for the two temporary
cul-de-sacs. Kirk responded that they would be
extended if the properties around them should
ever be developed.
Waddell asked if the City of Mebane had reviewed
the plan since their jurisdiction borders the
subdivision on one side. Kirk responded that
there was no comment from Mebane when the plan
was submitted in 1987 nor has there been any
comment with this submittal.
Rosemond asked about the reserved common
recreation area. Kirk responded that the common
area was part of Phase One which was recorded in
1987. Kirk indicated it was a common area with a
pond but no improvements were proposed. Rosemond
continued asking if the Homeowners' Association
was contributing time and/or money for the
maintenance of the common area. Kirk responded
that it had been deeded to the Homeowners'
Association; however, since there were no
improvements on the property, he felt that dues
had not been collected for maintenance.
MOTION: Burklin moved approval as recommended by the
Planning Staff. Seconded by Boland.
VOTE: Unanimous.
(2) Mt. Willing's Summit
( 15 Lots - Cheeks Township)
Presentation by Eddie Kirk.
The property is located on the northwest side of
Mt. Willing Road (SR 1120) just west of Chestnut
Ridge Church Road (SR 1125) in Cheeks Township.
The property is zoned Agricultural Residential
(AR) and U-ENO-PW. A portion of the property is
in the Upper Eno Protected Watershed district and
a portion is in the Critical Area (U-ENO-CA) .
Fifteen lots are proposed out of the tract of
34 .59 acres. The average lot size is 2 . 16 acres.
Ledge Court, a proposed public road off Mt.
Willing Road will serve the subdivision. Mt.
Willing Road is a paved secondary road and is
designated as a collector road in the Land Use