HomeMy WebLinkAboutAgenda - 10-18-94 - VII-A 1
ORANGE COUNTY
BOARD OF COMMISSIONERS
Action Agenda ,
Item No \40:-)4
ACTION AGENDA ITEM ABSTRACT
Meeting Date: October 18, 1994
SUBJECT: Culbreth Park Interim Assistance Grant Program
DEPARTMENT: Housing/Community Dev PUBLIC HEARING YES_x NO
ATTACHMENT(S) : INFORMATION CONTACT
Program Summary Tara L. Fikes, x. 2490
Certificate of Completion
TELEPHONE NUMBER
Hillsborough 732-8181
Chapel Hill 968-4501
Mebane 227-2031
Durham 688-7331
PURPOSE:
To receive citizen comments prior to official closeout of the Culbreth
Park Interim Assistance Grant Program and authorize the execution of the
Certificate of Completion and Public Hearing Certification by the Chair
of the Board of Commissioners.
BACKGROUND: Orange County was awarded a Community Development Block Grant
(CDBG) Interim Assistance Grant Award of $2 .25 million dollars from the
N.C. Department of Commerce for the proposed Culbreth Park Affordable
Housing subdivision in April 1990. The interim assistance grant was in
the form of an 18 month construction loan at two (2) percent interest.
The loan $2,295,528.52 was repaid on November 5, 1991 while housing
construction and sales continued. Although the loan was repaid, the
grant program remained open to allow the Culbreth Park Community
Development Corporation (CPCDC) additional time to build and sell these
homes to the targeted number of low/moderate income first-time
homebuyers. At this time, CPCDC is concluding its activity.
There are fifty (50) buildable lots in Culbreth Park. Eight (8) of these
lots were sold to the Town of Chapel Hill for future affordable housing
development; CPCDC has built and sold 35 homes ( 19 were sold to CDBG
eligible families - 16 to non-CDBG eligible families) ; and CPCDC is
presently building the remaining seven (7) homes. A detailed summary is
attached.
In order to complete the grant closeout process, the N.C. Department of
Commerce requires that a public hearing be held prior to official
closeout of the Interim Assistance Program to assess the performance of
the County and CPCDC during the grant program. All comments received
during the hearing should be reviewed to determine the level of
consistency with program goals. Additionally, the County is required to
submit a Certificate of Completion along with the Public Hearing
Certification with minutes of the closeout process.
RECOMMENDATION: The Manager recommends authorizing the execution of the
Certificate of Completion and Public Hearing Certification, which will
contain minutes of tonight' s public hearing, by the Chair on behalf of
the Board.
2
CULBRETH PARK SUMMARY
BACKGROUND
Orange County was awarded a Community Development Block Grant (CDBG)
Interim Assistance Grant Award of $225 million dollars from the N.C. Department of
Economic and Community Development (now the N.C. Department of Commerce) for the
proposed Culbreth Park Affordable Housing subdivision in April 1990. Culbreth Park is
located south of Culbreth Road adjacent to Culbreth Middle School.
The subdivision was designed to have a mixture of moderate income and market
rate homes: 30 low/moderate income homes; 12 market rate homes and eight (8) lots
which the Town of Chapel Hill intend to purchase and make available to Habitat for
Humanity to construct additional low/moderate income housing. The subdivision is a
venture of the Culbreth Park Community Development Corporation who has responsibility
for developing and selling the homes, and thus acted as a subrecipient of CDBG funds.
A complex array of funding sources were assembled to enable 30 of the homes
to be sold to low/moderate income families. These included:
1. NC Department of Commerce $2,250,000 (2% Construction Loan)
2. Town of Chapel Hill
Housing Loan Trust Fund : $ 238,000 (17 second mortgages
@ $14,000 each)
3. NC Housing Finance Agency
Energy Conservation Program 112,500 (15 grants of $15,000
each)
4. NC Housing Finance Agency: 15 Mortgage Credit Certificates.
The Culbreth Park Interim Assistance Grant Program was 18 months in duration
beginning May 1, 1990 and ending October 31, 1991.
LOAN EXPENDITURES
The Culbreth Park Community Development Corporation expended approximately
$2,226,795.19 of the $2,250,000 loan. On November 5, 1991, $2,295,528.82 was repaid
for the following items.
Loan Payments $2,226,795.19
Interest 55,415.85
Administration 12,563.04
Additional Interest 754.44
($125.74 x 6 days)
TOTAL $2,295,528.52
3
BUDGET SUMMARY
ACTIVITY BUDGET EXPENDITURES
Acquisition 588,869 588,869
Water 49,915 42,710
Sewer 263,829 263,829
Construction 557,923 557,923
Financing 254,761 254,761
Roads/Landscaping 270,463 197,927
Services 85,420 85,420
Permits, Fees 7,191 7,191
Planning/Surveying/
Engineering 155,629 155,629
Administration 16,000 12,563
Loan Interest 55,416
754 1
TOTAL $2,295,528
BENEFICIARY SUMMARY
Culbreth Park Community Development Corporation (CPCDC) agreed to build 50 units
in the original application. Thirty of these homes or 60% of these homes would serve
those at 80% and below of area median. The other twenty were designed as market rate
homes. During the course of the grant, CPCDC sold eight of the 50 lots to the Town of
Chapel Hill for future development. The Town, in turn, is giving these lots to the local
chapter of Habitat for Humanity for house construction. Thus, CPCDC had a remaining
commitment of building 42 homes. In order to meet the 60% benefit originally proposed
and assuming the Habitat will build eight houses, CPCDC must have sold twenty-two (22)
of the Culbreth Park houses to low/moderate income families.
To date, 35 homes have been built and sold. Of these, 19 of these families were
low/moderate income according to CDBG regulations. The remaining houses were sold
4
to persons with incomes above 80% of area median income. Thus, CPCDC has obtained
a 54% low/moderate income benefit level. This is less than the original proposed benefit
level of 60 percent. (See attached beneficiary summary.)
CPCDC currently owns seven lots. House construction is underway on all seven lots.
According to CPCDC officials they have contracts on four of the seven lots which are
scheduled to close this fall. They do not anticipate any of the remaining sales to be to
CDBG eligible buyers.
10/05/94
5
CULBRETH PARK BENEFICIARY SUMMARY
NO. FAMILY RACE INCOME 80% MEDIAN TOWN CDBG HSHOLD
• SIZE TYPE
1 3 White $20,281 $31,450 Y Y FHH
giNEMEglEMACENIKOMMINUMMEXEIMENIIIIIHNE
3 3 White $23,243 $31,450 Y Y FHH
4 2 White $18,841 $27,950 Y Y
5 4 White $23,080 $34,950 Y Y
geniummonilimummo
7 2 White $21,802 $27,950 Y Y ELDERLY
8 2 White $22,086 $27,950 Y Y FHH
9 3 Black $22,598 $31,450 Y Y FHH
INNINIONIMMICESIORMISIOCON1111111206001MMISIMINISSIENEN
11 1 White $22,000 $24,450 • Y Y FHH
12 1 White $24,263 $24,450 Y Y FHH
lOGEOMMINNOMIEMZOINEWOMMENIMINEMENEWI
14 2 White $16,600 $27,950 Y Y FHH
IMINCHMENIMMINIONIMPUMENNIMIONINIUMINIMEMENNEIN
16 2 Other $24,759 $27,950 Y Y
17 i 4, BIi jignagritinei$agrA
18 1 White $23,220 $24,450 Y Y
19 3 White $16,244 $31,450 Y Y FHH
20 2 White $26,734 $27,950 Y Y
21 2 Black $26,3697 $27,950 Y Y FHH
22 3 Black $21,485 $31,450 Y Y FHH
23 2 White $24,000 $28,950 Y Y
24 3 Black $30,990 $32,550 Y Y
11110:115INE2 EVARCI ..''::::::::::::::::::::::::::::::::::::::::::ROSIMMENNEN
0:082.6Wand3 iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii !ZOO:1i ISMEIHNICEIMENIMEN
MOVIONIE.1 glik*k:g.D1 illent!RMI BROPI MILIESEMBEIN
SUMMARY
27 L/M Homes Sold; 19 CDBG Eligible
8 Market Rate Homes Sold
35 HOMES SOLD
10/05/94
• 6
CERTIFICATE OF COMPLETION
1. NAME OF RECIPIENT ORANGE COUNTY 3. PROJECT NUMBER I—A
2. GRANT NUMBER 89—C-7953 4. PROJECT NAME CULBRETH PARK
5. FINAL STATEMENT OF COST
TO BE COMPLETED BY RECIPIENT TO BE COMPLETED
BY DCA.
PAID UNPAID TOTAL COSTS APPROVED
PROGRAM ACTIVITY CATEGORIES COSTS COSTS (COL.b&c) TOTAL COSTS
(a) (b) (c) (d) (e)
Activity
a. Acquisition
b. Disposition
c. Public facilities & improvements
(1) Senior & Handicapped centers
•
(2) Parks, playgrounds & recreational facilities
(3) Neighborhood facilities
(4) Solid waste disposal facilities
(5) Fire protection facilities & equipment
(6) Parking facilities
(7) Public utilities, other than water and sewer
(8) Water and sewer improvements
(9) Street improvements
(10) Flood & drainage improvements
(11) Pedestrian improvements
(12) Other public facilities
d. Clearance activities
e. Public services
f. Relocation assistance
g. Construction, rehabilitation and preservation activities
(1) Construction or rehabilitation of commercial and industrial bldgs. _
(2) Rehabilitation of privately owned dwellings
(3) Rehabilitation of publicly owned dwellings
(4) Code enforcement
(5) Historic preservation
h. Development financing
(1) Working capital
(2) Machinery and equipment
i. Removal of architectural barriers '
j. Other activities 2,239,358 2,239,358 2,239/358
k. SUBTOTAL .2,239,358 2,239,358 21239,358
I. Planning
m.Administration
n. TOTAL 2,239,358, . 2,239,358 2,239,358
o. Less: Program Income Applied to Program Costs
p. Equal: Grant Amount Applied to Program Costs 2,239,358 2,239,358 2,239,358
6. COMPUTATION OF GRANT BALANCE
TO BE TO BE
COMPLETED BY COMPLETED BY
RECIPIENT DCA
APPROVED
DESCRIPTION AMOUNT ' AMOUNT
(a) (b) (c)
(1) Grant Amount Applied to Program Costs (From Line p) 2,239,358
(2) Estimated Amount for Unsettled Third-Party Claims
(3) Subtotal 2,239,358
(4) Grant Amount per Grant Agreement(s) 2,250,000
(5) Unutilized Grant to be Cancelled (Line 4-minus 3) 10,642
(6) Grant Funds Received 2,239,358
(7) Balance of Grant Payable (Line 3 - minus 6)* . 0
*If Line 6 exceeds Line 3, enter the amount of the excess on Line 7 as a negative amount. This amount shall be repaid to
DCA by check, unless DOA has previously approved use of these funds (describe in block 8 below).
CDBG#118(10-89)
7
7. UNPAID COSTS & UNSETTLED THIRD-PARTY CLAIMS
List any unpaid costs and unsettled third-party claims against the recipient's grant. Describe circumstances and amounts involved. .
❑ Check if continued on additional sheet and attach.
8. REMARKS
TOTAL GRANT FUNDS REPAID:
. $2,226,795.19 Loan payments
• 55,415.85 Interest
12,563.04 Administration
754.44 Additional interest
42,295,528.82 TOTAL PAYMENT
•
•
9. CERTIFICATION OF RECIPIENT
It is hereby certified that all activities undertaken by the Recipient with funds provided under the grant agreement identified on page
1 hereof, have, to the best of my knowledge, been carried out in accordance with the grant agreement; that proper provision has
been made by the Recipient for the payment of all unpaid costs and unsettled third-party claims identified on page 1 hereof; that
the State of North Carolina is under no obligation to make any further payment to the Recipient under the grant agreement in excess
of the amount identified on Line 7 hereof; and that every statement and amount set forth in this instrument is, to the best of my
knowledge, true and correct as of this date.
DATE TYPED NAME AND TITLE OF RECIPIENT'S SIGNATURE OF RECIPIENT'S
AUTHORIZED REPRESENTATIVE AUTHORIZED REPRESENTATIVE
Moses Carey, Jr., Chair
Board of Commissioners.
10. DCA APPROVAL
This Certification of Completion is hereby approved.Therefore, I authorize cancellation of the unutilized contract commitment and
related funds reservation and obligation of$ , less $ previously authorized for cancellation.
(from Section 6, line 5, page 1)
DATE TYPED NAME AND TITLE OF DCA SIGNATURE OF DCA
AUTHORIZED OFFICIAL AUTHORIZED OFFICIAL
C118CG=118 '1-84.
r F " ORANGE COUNTY COMMISSIONERS
P.O. Box 8181
OCT 21 1:LT14 HILLSBOROUGH, N.C. V/1/44
27278
Moses Carey,tr;',3`d, 732-8181
, Alice M. Cordon 968-4501
Stephen H. Halkiotis
k=7 ,°&1"-• // 688-7331
Verla C. Insko 227-2031
Don Willhoit 644-3004 (Fax)
MEMORANDUM
TO:
7:112-*
FROM: Beverly A. Blythe
DATE:
RE: ITEM # /27:- /7 -- X/4 AGENDA DATE //G7A;4/
This item was approved by the County Commissioners. Please
provide the following:
1. Three copies of the document or enough copies that will
provide me with an original for my Permanent Agenda File.
Please obtain all necessary signatures except for the
Chair of the County Commissioners.
2 . Instructions on the disposition of the documents. Please
provide addressed envelopes if necessary. You may use
the bottom portion of this memo to provide this
information.
The Contract Procedure is on the back side of this memo. If
you have any questions, please give me a call. Thank you.
Z(1-1167-64
/,
07'
' I/
G1-(/ eA1A-
i'vdrA/66--jr
1,17,4 zsp
YOU COUNT IN ORANGE COUNTY !
CONTRACT CONTROL PROCEDURES
FOR
ITEMS REQUIRING SIGNATURE OF THE BOCC CHAIR
The following procedure is for items which require the
signature of the Chair of the County Commissioners.
1. When the abstract is submitted for the agenda, all
originals of the contract, agreement, etc. stays with the
originator unless all signatures have been obtained.
2 . After the item has been approved by the BOCC, the Clerk
will send to the originator a sheet indicating the
disposition of the item.
3 . The originator will obtain all the necessary signatures.
If there is an expenditure of County funds, the document
must be preaudited by the Finance Director.
4 . The documents are then sent to the Clerk to the Board for
the Chair's signature. Send enough copies so that the
Clerk and the Purchasing Director will have originals for
their files.
5. When you send the documents for signature by the Chair,
include instructions on distribution, including
appropriate envelopes.
7. UNPAID COSTS & UNSETTLED THIRD-PARTY CLAIMS
List any unpaid costs and unsettled third-party claims against the recipient's grant. Describe circumstances and amounts involved. .
❑ Check if continued on additional sheet and attach.
8. REMARKS •
TOTAL GRANT FUNDS REPAID:
$2,226,795.19 Loan payments
55,415.85 Interest
12,563.04 Administration
754.44 Additional interest
42,295,528.82 TOTAL PAYMENT
9. CERTIFICATION OF RECIPIENT
It is hereby certified that all activities undertaken by the Recipient with funds provided under the grant agreement identified on page
1 hereof, have, to the best of my knowledge, been carried out in accordance with the grant agreement; that proper provision has
been made by the Recipient for the payment of all unpaid costs and unsettled third-party claims identified on page 1 hereof; that
the State of North Carolina is under no obligation to make any further payment to the Recipient under the grant agreement in excess
of the amount identified on Line 7 hereof; and that every statement and amount set forth in this instrument is, to the best of my
knowledge, true and correct as of this date.
DATE TYPED NAME AND TITLE OF RECIPIENT'S SIGNATURE OF RECIPIENT'S
AUTHORIZED REPRESENTATIVE AUTHORIZED REP' NTATIVE
Moses Carey, Jr. , Chair
Board of Commissioners
10. DCA APPROVAL
This Certification of Completion is hereby approved.Therefore, I authorize cancellation of the unutilized contract commitm.'t an
related funds reservation and obligation of$ , less $ previously authorized for can,: lation.
(from Section 6, line 5, page 1)
DATE TYPED NAME AND TITLE OF DCA SIGNATURE OF DCA
AUTHORIZED OFFICIAL AUTHORIZED OFFICIAL
CDBG=11B ;-84.
INSTRUCTIONS FOR PREPARING CERTIFICATE OF COMPLETION
Prepare original and two copies with original signatures.
All dollar amounts which are entered on this form must be shown to two places past the decimal. Example: $25,000.00.
Section 1. Name of Recipient— Enter the name shown in Block 1 of DCA Funding Approval Form.
Section 2. Grant Number— Enter the number shown in Block 2 of DCA Funding Approval Form.
Section 3. Project Number— Enter the number shown in Block 3 of .DCA Funding Approval Form.
Section 4. Project Name — Enter the name shown in Block 3 of DCA Funding Approval Form.
Section 5. Final Statement of Cost
Column (b)
Lines a thru m —For each applicable program activity category listed, enter paid costs charged to the approved grant amount or
to program income and claimed as eligible for inclusion in the total program cost. Do not include costs which
are charged to other fund sources, such as other State grants, Federal grants, or local funds.
Line n — Enter the sum of lines a thru m.
Line o — Enter the amount of program income used to pay program costs.
Line p — Subtract the amount on Line o from n and enter the difference.
Column (c)
Lines a thru m —For each applicable program activity category listed,enter unpaid costs chargeable to the approved grant amount
or to program income and claimed as eligible for inclusion in the total program costs. Unpaid costs are firmly
determined costs for which payment has not as yet been made(i.e., accounts payable and relocation payments
owed in the future). Do not include amounts budgeted for unsettled third-party claims.
Line n — Enter the sum of Lines a thru m.
Line o — Enter the amount of program income to be applied to the payment of unpaid program costs.
Line p — Subtract the amount on Line o from n and enter the difference.
Column (d) —Enter the sum of the amounts in Columns (b) and (c).
Column(e) — For CCA use only.
Section 6. Computation of Grant Balance
Column (b)
Line 1 — Enter the total amount shown on Line p, Column (d).
Line 2 — Enter the amount budgeted for unsettled third-party claims against the recipient's grant. Unsettled third-party claims are
liabilities which are contingent on the outcome of disputes involving the recipient and third-parties. This amount shall
not be included in Section C.
Line 3 — Enter the sum of Lines 1 and 2.
Line 4 — Enter the sum of the grant amounts shown on DCA Funding Approval Form.
Line 5 — Subtract the amount on Line 3 from 4 and enter the difference.
Line 6 — Enter the amount of grant funds received to date through a letter of credit or other grant disbursement mechanism.
Line 7— Subtract the amount on Line 6 from 3 and enter the difference.
Column (c) — For DCA use only.
Section 7. Unpaid Costs and Unsettled Third-Party Claims —
List any unpaid costs and unsettled third-party claims,and describe the circumstances and amounts involved.The total amount
of unpaid costs described must equal the amount shown on Line n,Column(c),and the total amount of unsettled third-party
claims described must equal the amount shown on Line 2, Column (b).
Section 8. Remarks — Self-explanatory.
Section 9. Certification of Recipient— Self-explanatory. 4.° 4:0016 Of this Section 10. DCA Approval — For DCA use only. isOCUipttlt were hinted al
bets 0 orapproximatelvt_ ' 0.5
CERTIFICATE OF COMPLETION
1. NAME OF RECIPIENT ORANGE COUNTY 3. PROJECT NUMBER I—A
2. GRANT NUMBER 89—C-7953 4. PROJECT NAME CULBRETH PARK
5. FINAL STATEMENT OF COST
TO BE COMPLETED BY RECIPIENT TO BE COMPLETED
BY CCA
PAID UNPAID TOTAL COSTS APPROVED
PROGRAM ACTIVITY CATEGORIES COSTS COSTS (COL.b&c) TOTAL COSTS
(a) (b) (c) (d) (e)
Activity
a. Acquisition
b. Disposition
c. Public facilities & improvements
(1) Senior & Handicapped centers
(2) Parks, playgrounds & recreational facilities
(3) Neighborhood facilities
(4) Solid waste disposal facilities
(5) Fire protection facilities & equipment
(6) Parking facilities
(7) Public utilities, other than water and sewer
(8) Water and sewer improvements
(9) Street improvements
(10) Flood & drainage improvements
(11) Pedestrian improvements
(12) Other public facilities
d. Clearance activities
e. Public services
f. Relocation assistance
g. Construction, rehabilitation and preservation activities
_ (1) Construction or rehabilitation of commercial and industrial bldgs.
(2) Rehabilitation of privately owned dwellings
(3) Rehabilitation of publicly owned dwellings
(4) Code enforcement
(5) Historic preservation
h. Development financing
(1) Working capital
(2) Machinery and equipment
i. Removal of architectural barriers
j. Other activities 2/239/358 2,239,358 2/239/358
k. SUBTOTAL 2,239,358, 2,239,358 2,239,358
I. Planning
m.Administration
n. TOTAL 2,239,358 2,239,358 2,239,358
o. Less: Program Income Applied to Program Costs
p. Equal: Grant Amount Applied to Program Costs 2/239/358 2,239,358 2,239,358
6. COMPUTATION OF GRANT BALANCE
TO BE TO BE
COMPLETED BY COMPLETED BY
RECIPIENT Dt'A
APPROVED
DESCRIPTION AMOUNT ' AMOUNT
(a) (b) (c)
(1) Grant Amount Applied to Program Costs (From Line p) 2/239/358
(2) Estimated Amount for Unsettled Third-Party Claims
(3) Subtotal
(4) Grant Amount per Grant Agreement(s) 2,250,000
(5) Unutilized Grant to be Cancelled (Line 4-minus 3) 10/642
(6) Grant Funds Received 2,239/358
(7) Balance of Grant Payable (Line 3 - minus 6)* 0
*If Line 6 exceeds Line 3, enter the amount of the excess on Line 7 as a negative amount. This amount shall be repaid to
DCA by check, unless DOA has previously approved use of these funds (describe in block 8 below).
CDBG#118 (10-89)
1
0