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HomeMy WebLinkAboutAgenda - 08-08-1994 - VIII-N 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 . SUBJECT: TUPELO RIDGE, PHASE ONE - PRELIMINARY PLAN ACTION BY: September 22, 1994 DEPARTMENT:PLANNING & INSPECTIONS PUBLIC HEARING: Yes No ATTACHMENT(S) : INFORMATION CONTACT: Emily Cameron Resolution of Approval Extension 2580 Application Vicinity Map Preliminary Plan Fiscal Impact Analysis 7/18/94 Draft Planning Board TELEPHONE NUMBERS: Minutes Hillsborough - 732-8181 Durham - 688-7331 Mebane - 227-2031 Chapel Hill - 967-9251/968-4501 PURPOSE: To consider the Preliminary Plan for Phase One of Tupelo Ridge Subdivision. BACKGROUND: The property is located in western Chapel Hill Township on the east side of Union Grove Church Road (SR 1111) south of Albert Road (SR 1179) . The tract is divided almost equally between Orange County's jurisdiction and the Town of Carrboro's Transition Area. The Orange County portion is zoned Rural Buffer and University Lake Protected Watershed. The Joint Planning Area Land Use Plan designation is Rural Residential and Carrboro Transition Area II. Adjacent land uses are residential and undeveloped. The tract contains a 100-foot Piedmont Electric Membership Corporation right-of-way. Steeper slopes are located along the western portion of the powerline right-of-way and approach 14.8 percent. No traffic count information is available for Union Grove Church Road. The total acreage of Phase One is 41 acres. Approxi- mately 27.56 acres are in Orange County's jurisdiction and the University Lake Watershed. A total of twelve (12) new residential lots are proposed in Phase One, seven (7) of which will be located in the Rural 2 Buffer. On lot 10, the house location and most of the septic system will be in Carrboro's jurisdiction. The Planning Staff has reached agreement with the Town of Carrboro's Planning and Zoning Department regarding implementation of Phase One. Zoning and building permits on lot 5 may be issued by Orange County, based on the proposed house site as indicated on the Preliminary Plat. Carrboro will assume jurisdiction for lot 10, assuming the residence will be located on the highest part of the lot. If the road construction standards required by the Town of Carrboro are the same as those of NCDOT, Orange County could accept a financial guarantee for construction of the entire road, since the majority of Wood-Sage Drive is in the County's jurisdiction. The NC Department of Transportation reviewed the Preliminary Plan for Phase One of Tupelo Ridge and has given preliminary approval, provided the entrance for Phase Two is located between the Piedmont EMC right-of-way and the Fred Dixon, Jr. property, where the sight distance at Union Grove Church Road is adequate. On July 18, 1994, the Planning Board voted unanimously to recommend approval of the Preliminary Plan for Phase One of Tupelo Ridge. RECOMMENDATION: The Administration recommends approval of the Preliminary Plan for Tupelo Ridge Subdivision, Phase One, with a public road built to State standards, and the conditions contained in the attached Resolution of Approval. 3 6/93 RESOLUTION OF THE ORANGE COUNTY BOARD OF COUNTY COMMISSIONERS Date August 8, 1994 Name of Subdivision Tupelo Ridge, Phase One Owner/Applicant J. Kevin Huggins, Agent The Board of County Commissioners hereby approves Tupelo Ridge Subdivision, Phase I Preliminary Plat, dated June 12, 1994 and containing seven lots (in Orange County's jurisdiction), subject to the fulfillment of requirements specified herein. All roads 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 Wood-Sage Drive . This acceptance by Orange County of the dedication to the general public of Wood-Sage Drive shall be without maintenance responsibility. These roads shall be maintained by the owner/applicant until such time as they are accepted for maintenance by the North Carolina Department of Transportation or some other governmental body. Before the Final Plat of any phase of Tupelo Ridge 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. Disclosure that 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. Wood-Sage Drive 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. OR t 4 A letter of credit, escrow agreement, or bond shall be submitted to secure construction of Wood-Sage Drive 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. An erosion control plan for construction of the roads shall be submitted by the applicant for review and approval by the Orange County Erosion Control Division. 3. A 10' by 70' sight triangle shall be shown at the entrance of the subdivision. 4. Lots 1 and 12 shall access onto Wood-Sage Drive. All lots shall access onto the new subdivision roads. 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. 5. Approved street name signs shall be erected at the intersection of streets as required in Section IV-B-3-c-12 of the Orange County Subdivision Regulations. Evidence shall be submitted by the applicant that the sign is in place or a copy of the receipt for purchase of the sign shall be submitted to the Planning Department. C. Land Use Buffers and Landscaping 1. Landscaping shall be preserved as indicated on the approved landscape plan, and must be inspected and approved by the Planning and Inspections Department. 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. 3. A Type D Land Use Buffer shall be provided along the Piedmont EMC right- of-way. The buffer shall be 50 feet in width and provide sufficient vegetation to meet the standards of Section IV-B-8-e of the Subdivision Regulations. Said buffer shall be so noted on the plat, and described in a document describing development restrictions and requirements to be prepared by Planning Staff and recorded concurrently with the Final Plat. D. Drainage R 5 1. Impervious surface data, as pursuant to Article 6.23 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. Locate additional drainage easements as required following review and approval of the Erosion Control Plan. E. Parkland 1. Cash in the amount of$735 ($3674.98/acre X 7/35 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 natural and man-made site features shall be shown on the plat: (Include streams, rivers, ponds, lakes, swamps, marshes, sites in "Inventory", houses, barns, sheds, railroads, overhead utility lines, cemeteries) a. overhead utility lines 3. The following easements shall be shown on the plat: a. 100-foot Piedmont Electric Membership Corporation right-of-way 4. A setback of 40 feet shall be maintained as measured from the edge of right-of-way of Union Grove Church Road and Wood-Sage Drive. Side yards shall be a minimum of 20 feet, and rear yards a minimum of 20 feet, or 50 feet where a land use buffer is required. These setback requirements shall be stated on the plat, and in a document describing development restrictions and requirements to be prepared by Planning Staff and recorded concurrently with the Final Plat. 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 Division of Environmental Health shall certify that each lot contains a suitable area for septic disposal. 4. The North Carolina Department of Transportation shall certify that Wood-Sage Drive has 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. Applicant Date APPLICATION FO(-' - PRELIMINARY PLAN PP ROYAL MAJOR SUBDIVISION 1 ORANGE COUNTY D J , PLEASE TYPE OR PRINT (INK ONLY) DATE: SUBDIVISION NAME: LOCATION: OWNER/fit: ADDRESS: /5% C OSEiq,e y' ST TELEPHONE NO.: 919 - //C Z7S/� AGENT/CONTACT: ��/jc/ /,�//_�i TELEPHONE NO.: A. SUMMARY INFORMATION: Orange County Tax Map Z Block Lots) ¢G Township l'�i9i��C /GC Zoning District(s): RVQAL J50FFEZ / t E 3 LA4E MOTF-C Total Number of Acres: d 27.3<0 1&l O-C- Phases• 15 T O F 2- Total Number of Lots: Average Lot Size: 3 C Minimum Lot Size: _ Z.Dd .4C . Number/Type of Structures: (existing) (proposed) /Z Lineal Feet in Streets: Acres in Open Space: 7' Water Supply: Public (specify) Community Individual Wastewater Disposal: Public (specify) Community Individual School District: 1 Fire District: Sm -rA General Land Uses in Area: - f��,e/l'I�GTU,Pi4C FS/[�EiS/T/A C-- Critical Areas: stream/drainageways flood prone areas watershed (specify) 0 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 s than one inch equals twenty feet (1"=201) and must contain the following information: subdivision name zoning of tract and adjacent properties name & address of owner(s) building setback lines by notation or typical lot name & address of subdivider layout Of other than owner) location and width of existing and proposed E H NX. Q) W :•.'• name of surveyor, engineer, easements (drainage, utilities, roads, etc.) 4J� landscape architect or architect, / existing, proposed and adjoining rights-of-way ME address, registration # and seal :': including dimensions and street names and state (title) Preliminary Plan road numbers. Lineal feet of road centerlines and scale, north arrrow :'•.; approximate acreage of new street rights-ot-way Q, date (includi ng revision dates) / existing and proposed utilities, including type, V `e township, tax map-block-lot i sizes, hydrants, valves, manholes U ) references ` existing and proposed curbs, gutters and culverts, :`.'? Parent Parcel Identification k / including sizes and grades U U deed book and page k of property location and width of alleys, sidewalks, bike lanes, to be subdivided �-.. transit systems, and bus stops (please complete reverse side) 7 i :.: .: boundary described with bearings `..: typical street cross-sections and intersection and distances details including design and width of travelway and ..... total acreage of the tract and shoulders y' acreage of lots, including and horizontal alignment and general curve data (public O excluding area within rights-of-way roads) Q) :..' i control corner /'� centerline radius on all proposed streets Z proposed lot lines with dimensions / ::-::.• permanent features such as buildings, cemeteries, lot & block numbers historic landmarks phasing lines :; adjoining lot layout names of adjoining property qJ y, � topography at ten foot (10) intervals owners. If subdivided, subdivision plat name, plat water bodies, streams, floodway and book & page number, and perimeter lot numbers. floodplains landscaping and buffer requirements N <' ::::: stream buffers i township, corporate and extraterritorial planning location and size of parcels dedicated '' jurisdiction lines which cross the property O rts for public use, recreational use or location and size of lots of restricted development Ci reserved in common, with purpose noted 'n •••• • - potential and notation on plat regarding same Uro impervious surface data (if located in stormwater detention and/or retention sites and N m _1Z water supply watershed) undisturbed areas for infiltration purposes (if vicinity map showing general location located in water supply watershed) of subdivision with streets and roads identified by State road number and name 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-8-3-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. 6. Fee - S350.00 plus 55.00 per tot (1 fee for preliminary and final plat). I, the applicant, hereby certify that the foregoing application is complete and accurate. 0- — rgZ sl ji,40,J 6i IZo v t Cp�)eec,FF A LICANT'S SWN ERAS SI C-0ce. l49 014 DA?E DATE FEES: Amount 4390. 00 Date Paid — 94_ Receipt # 0 '75- 231 - � 0.0 at anK 'a+c Ala 1 s ' T O Ip -� - 1 ----- e tr,c on" n,K i lrL- \ t' I n K itts� ' 060 AC I • _ "MAC. 1 ... " K a�� PHASE. I I h fo r.c er .0..2 C aw � ;,p• ilaK O AC ZO ,� sm \ / me L PHASE I- ° m ML � o ZOM IAJG;RUZAL 8UFFFM/ E MOTIECTED WATgR•SF{>:�7I� -- v'JIVF..QSITY LAKE WdT1sZl5H6D _ Mr APPLICduT; J,K6VlU 4VCgfUSFor qE0 E TArE AMP -=. srt't�M w. ram :,K 1 22204C -_--___-t..,_-. i 1 O i 1 ni K i ' Ewa 0i1L G� ♦ IOi rC. 1 ♦ Iaalre M. I T!f!• i � ,1• s i lam/ - •r- ' lire. / . IK 1 �= O • K �GLL I" 00.r1K 111 J ,JIJ • O • am Mac. &a m I © '• �'► 'tom•rr .,r• f y AC set Mae -MC I 'no -' '• \,+ ,w• 1 .1• •� /mot I 9 FISCAL IMPACT ANALYSIS FOR TUPELO RIDGE SUBDIVISION - PHASE I RESIDENTIAL SERVICE STANDARD APPROACH Prepared by The Orange County Planning Department June, 1994 PROJECT DESCRIPTION Tupelo Ridge - Phase I is a proposed 12-lot major subdivision located in Chapel Hill Township on the east side of Union Grove Church Road.Phase I is split by the Carrboro Transition Area boundary,with only seven of the 12 lots being located in the County's jurisdiction. However, this fiscal impact analysis includes all lots in Phase I. The average lot size is approximately 3.28 acres. All lots will be served by individual wells and septic tanks, and public roads. For Tupelo Ridge - Phase I, project build-out is estimated at two years. Housing units will be constructed, beginning in 1995, with completion of the project scheduled for 1996. Units will consist of detached single-family homes, and the applicant estimates the average sales price to be$237,500 in 1995 and$267,500 in 1996, 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. 10 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 House4olds 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 f RESIDENTIALFISCAL IMPACT TEMPLATE: SERVICE STANDARD METHOD 11 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:, Tupelo Ridge Subdivision — Phase 1 TOWNSHIP: Chapel Hill CONSTRUCTION PERIOD: Beginning:Year: 1995 Ending Year: 1996 Inflation Rate: 2.90% CHARACTERISTICS OF HOUSEHOLDS: Persons/House• 2.22 Children/House: 0.29 %Non—Elderly: 100.00% HOME SALES DATA: Average Distribution Number of Sales Price of Units Year Homes S by Year 1995 6 237504 50:00%0 1996 6 267500 50.00% 1997' 0 0 0.00%0 1998 0 0 0.000/0 1999 0 0 0.000/0 2000 0 0 0.000/0 2001 4 0 0.00% 2002 0 0 0.000/0 2003 0 0 0.00010 2004 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: Orange County ( 0) Elementary School: 49% Middle School 24% Chapel Hill—Carrboro 1 High,School 27% 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 Single—Family 12 0.29 3 Duplex/Triplex/Quadplex 0 0 0 Apartment/Cando 0 0 0 Town House 0 0 0 Totals 12 0.29 3 SECTION 2 - LOCAL GOVERNMENT AND SCHOOL DISTRICT DATA 12 BUDGET YEAR: 1993-94 COUNTY POPULATION: 100758 SCHOOL DISTRICT STUDENT POPULATION: 7218 COUNTY EMPLOYMENT: POSITIONS PER CAPITA General Government 108.60 0.0011 Public Safety 134.00 0.0013 Public Works 5000 0.0005 Human Services 24629 0.0024 Education School District 888.41 0.00881 SCHOOL DISTRICT EMPLOYMENT: POSITIONS PER STUDENT Total 888.41 0.1231 COUNTY PER CAPITA REVENUES S : REVENUES PER CAPITA Taxes-Other Than Property 4127000 40.96 Intergovernmental 8778421 87.12 Service Charges 2969123 29.47 Miscellaneous 787197 7.81 COUNTY PER CAPITA EXPENDITURES $ : EXPENDITURES PER CAPITA General Government 6251551 62.05 Public Safety 5854402 58.10 Public Works 2760727 27.40 Human Services 15528989 154.12 Education(Recurring Capital) 750000 7.44 Non—Departmental 2343967 23.26 COUNTY PER EMPLOYEE EXPENDITURE $): EXPENDITURES PER EMPLOYEE General Government 6251551 5756493 Public Safety 5854402 4368957 Public Works. 2760727 5521454 Human Services 15528989 63051.64 Education(Recurring Capital) 750000 84420 SCHOOL DISTRICT PER STUDENT EXPENDITURES S : EXPENDITURES PER STUDENT County Government 9838134 1363.00 School District 4489638 622.01 State 18844142 2610.72 SCHOOL DISTRICT PER EMPLOYEE EXPENDITURES S : EXPENDITURES PER EMPLOYEE County Government:. 9838134 11073.87 School District 4489638 5053.57 State 18844142 21211.09 TAX DATA: ENTER APPLICABLE ASSESSMENT RATIO AND ELDERLY EXEMPTION: County Tax Rate ($) 0.7460 Per$100 Assessed Valuation School District Tax Rate ($) 0.1575 Per$100 Assessed Valuation Assessment Ratio 100.00 Elderly Exemption 0 $11;000 Where Applicable 13 SECTION 3- DEMOGRAPHIC PROJECTIONS BASED ON PROJECT DATA YEAR 1995 1996 1997 1998 1999 HOUSING UNITS 6 12 12 12 12 POPULATION 13 27 27 27 27 SCHOOL CHILDREN Elementary 1 2 2 2 2 Middle 0 1 1 1 1 High School 0 1 1 1 1 TOTAL 2 3 3 3 3 COUNTY GOVERNMENT ADDITIONAL EMPLOYEES General Government OA 0.0 0.0 0.0 0.0 Public Safety 0.0 0.0 0.0 0.0 0.0 Public Works OA 0.0 0.0 0.0 0.0 Human Services 0.0, 0.1 0.1 0.1 0.1 TOTAL O.A. 0.1 0:1 0.1 0.1 SCHOOL DISTRICT 0.1 0.2 0.2 0.2 0.2 ADDITIONAL EMPLOYEES YEAR 2000 2001 2002 2003 2004 HOUSING UNITS 12 12 12 12 12 POPULATION 27 27 27 27 27 SCHOOL CHILDREN Elementary 2 2 2 2 2 Middle 1 1 1 1 1 High School 1 1 1. 1 1. TOTAL 3 3 3 3 3 COUNTY GOVERNMENT ADDITIONAL EMPLOYEES General Government 0.0 0.0 0.0 0.0 0.0 Public Safety 0.0 0.0 0.0 0.0 0.0 Public Works 0.0 0.0 0.0 0.0 0.0 Human Services 0.1 0.1 0.1 0.1 0.1 TOTAL 04 0.1 0.1 0.1 0.1 SCHOOL DISTRICT 0.2. 0.2 0.2 0.2 0.2 ADDITIONAL EMPLOYEES SECTION 4 — PROJECTED FISCAL IMPACT OF PROJECT ON COUNTY GOVERNMENT 14 YEAR 1995 1996 1997 1998 1999 TAX BASE($1000) 1425 3071 3160 3252 3346 REVENUES (S) Property Tax 10631 22912 23577 24260 24964 Other Taxes 546 1123 1155 1189 1223 Intergovernmental 1160 2388 2458 2529 2602 Service Charges 393 808 831 855 880 Miscellaneous 104 214 220 227 233 TOTAL ($) 12833 27445 28241 29060 29903 EXPENDITURES($) General Government 826 1701 1750 1801 1853 Public Safety 774 1593 1639 1686 1735 Public Works 365 751 773 795 818 Human Services 2053 4225 4347 4473 4603. Education 2471 5085 5232 5384 5540 Non—Departmental 310 638 656 675 695 TOTAL ($) 6799 13992 14398. 14815 15245 NET FISCAL IMPACTS 6034 13453 13843 14245 14658 YEAR 2000 2001 2002 2003 2004 TAX BASE($1000) 3443 3543 3646 3752 3861 REVENUES ($) Property Tax 25688 26433 27199 27988 28800 Other Taxes 1259 1295 1333 1372 1411 Intergovernmental 2678 2755 2835: 2917 3002 Service Charges 906: 932 959 987 1015 Miscellaneous 240 247 254 262 269 TOTAL ($) 30770 31662 32580 33525 34498 EXPENDITURES($) General Government 1907 1962 2019 2078 2138 Public Safety 1786 1838 1891 1946 2002 Public Works 842 867 892.. 917 944 Human Services 4737 4874 5015 5161 5311 Education 5701 5866 6036 6211 6391 Non—Departmental 715 736 757 779 802. TOTAL (S) 15687 16142 16610. 17092 17588 NET FISCAL IMPACTS 15083 15520 15970 16433 16910 SECTION 5 — PROJECTED FISCAL IMPACT OF PROJECT ON SCHOOL DISTRICT 15 , YEAR 1995 1996 1997 1998 1999 REVENUES ($) County 2471 5085 5232 5384 5540 School District 2244 4837 4978 5122 5271 State 4543 9349 9620 9899 10186 TOTAL (S) 9258 19271 19830 20405 20997 EXPENDITURES ($) County 2471 5085 5232 5384 5540 School District 1082 2227 2292 2358 2427 State 4543 9349 9620 9899 10186 TOTAL ($) 8096 16661 171.44 17641 18153 NET FISCAL IMPACT($) 1162 2610 2686 2764 2844 YEAR 2000 2001 2002 2003 2004 REVENUES ($) county 5701 5866 6036 6211 6391 School District 5423 5581 5742 5909 6080 State 10481 10785 11098 11420 11751 TOTAL ($) 21606 22232 22877 23540 24223 EXPENDITURES ($) County 5701 5866 6036 6211 6391 School District 2497 2570 2644 2721 2800 State 10481 10785 11098 11420 11751 TOTAL ($) 18679 19221 19778 20352 20942 NET FISCAL IMPACT S 2926 3011 3098 3188 3281 SECTION 6 — SUMMARY OF PROJECTED DEMOGRAPHIC/FISCALIMPACTS 16 YEAR 1995 1996 1997 1998 1999 HOUSING UNITS 6 12 12 12 12 POPULATION 13 27 27 27 27 SCHOOL CHILDREN Elementary 1 2 2 2 2 Middle 0 1 1 1 1 High School 0 1 1 1 1 TOTAL 2 3 3 3 3 COUNTY EMPLOYEES 0.1 0.1 0.1 0.1 0.1 SCHOOL EMPLOYEES 0.1 0.2 0.2 0.2 0.2 TAX BASE($1000) 1425 3071 3160 3252 3346 COUNTY BUDGET($) Revenues 12833 27445 28241 29060 29903 Expenditures 6799 13992 14398, 14815 15245 BALANCE 6034 13453 13843 14245 14658 SCHOOL DISTRICT BUDGET($) Revenues 9258 19271 19830 20405 20997 Expenditures 8096 16661 17144 17641 18153 BALANCE 1162. 2610 2686 2764 2844 COMBINED BUDGETS($) Revenues 22091 46716 48071 49465 50899 Expenditures 14895 30653 31542, 32457 33398 BALANCE 7196 16063 16529 17008 17501 YEAR 2000 2001 2002 2003 2004 HOUSING UNITS 12 12 12 12 12 POPULATION 27 27 27 27 27 SCHOOL CHILDREN Elementary 2 2 2: 2 2 Middle I 1 1- 1 1 High School 1 1 1 1 1 TOTAL 3 3 3 3 3 COUNTY EMPLOYEES 0.1 0.1 0.1 0.1 0.1 SCHOOL EMPLOYEES 0.2 0.2 0.2 0.2 0.2 TAX BASE($1000) 3443 3543 3646 3752 3861 COUNTY BUDGET($) Revenues 30770 31662 32580 33525 34498 Expenditures 15687 16142 16610 17092 17588 BALANCE 15083 15520 15970 16433 16910 SCHOOL DISTRICT BUDGET(S) Revenues 21606: 22232 22877' 23540 24223 Expenditures 18679 19221 19778 20352 20942 BALANCE 2926 3011 3098 3188 3281 COMBINED BUDGETS($) Revenues 52375 53894 55457 57066 58720 Expenditures 34366 35363 36389 37444 38530 BALANCE 18009 18531 19069 19622 20191 t 17 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- 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. 18 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/furnishings 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. 19 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 Bill-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. 20 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. 21 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 IMPACTS �I I ' 7/19/,�4 PL4w1#11ALq BodeD M(AWTES 22 b. Preliminary Plans ( 1) Tupelo Ridge - Phase I ( 12-Lot Subdivision - Chapel Hill Township) Presentation by Emily Cameron. The property is located in western Chapel Hill Township on the east side of Union Grove Church Road (SR 1111) south of Albert Road (SR 1179) . The tract is divided almost equally between Orange County's jurisdiction and the Town of Carrboro's Transition Area. The Orange County portion is zoned Rural Buffer and University Lake Protected Watershed. The Joint Planning Area Land Use Plan designation is Rural Residential and Carrboro Transition Area II. Adjacent land uses are residential and undeveloped. The tract contains a 100-foot Piedmont Electric Membership Corporation right- of-way. Steeper slopes are located along the western portion of the powerline right-of-way and approach 14.8 percent. No traffic count information is available for Union Grove Church Road. The total acreage of Phase One is 41 acres. Approximately 27.56 acres are in Orange County's jurisdiction and the University Lake Watershed. A total of twelve ( 12) new residential lots are proposed in Phase One, seven (7) of which will be located in the Rural Buffer. On lot 10, the house location and most of the septic .system will be in Carrboro's jurisdiction. The Planning Staff has reached agreement with the Town of Carrboro's Planning and Zoning Department regarding implementation of Phase One. Zoning and building permits on lot 5 may be issued by Orange County, based on the proposed house site as indicated on the Preliminary Plat. Carrboro will assume jurisdiction for lot 10, assuming the residence will be located on the highest part of the lot. If the proposed subdivision road is not completed and approved prior to Final Plat submittal, Orange County could accept the financial guarantee for construction of the entire road, because the majority of Wood-Sage Drive is in the County's jurisdiction. The NC Department of Transportation reviewed the D � W 23 Preliminary Plan for Phase One of Tupelo Ridge and has given preliminary approval, provided the entrance for Phase Two is located between the Piedmont EMC right-of-way and the Fred Dixon, Jr. property, where the sight distance at Union Grove Church Road is adequate. The Planning Staff recommends approval of the Preliminary Plan for Tupelo Ridge Subdivision, Phase One, with a public road built to State standards, and the conditions contained in the Resolution of Approval (an attachment to these minutes on pages ) . Waddell asked about the contour lines and why the watershed boundary shown on the plat does not follow the ridge line for Lot 10. Cameron responded that the zoning line shown was taken from the Joint Planning Area map and the zoning map. She noted that this was not done by a field survey, but, by USGS topo maps. Barrows asked about the strange configurations of some of the lots; particularly lot #5. Cameron responded that was due to sewage disposal sites and repair areas. Brown asked what part has five-acre zoning and how the number of lots was determined. Cameron responded that there were two lots of record when the University Lake Watershed standards were adopted in 1989 and that each lot of record could contain a maximum of five 2-acre lots, with the rest 5-acre lots. MOTION: Walters moved approval as recommended by the Planning Staff. Seconded by Jobsis. VOTE: Unanimous. AGENDA ITEM #9: MATTERS HEARD AT JOINT PLANNING PUBLIC HEARING (4/14/94)