HomeMy WebLinkAboutAgenda - 11-01-1993 - III-B 1
O R A N G E C O U N T Y
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: November 1, 1993
Action Agenda
Item # ]?Z-wj
SUBJECT: WINDING BRANCH - PRELIMINARY PLAN
ACTION BY: December 16, 1993
DEPARTMENT: PLANNING PUBLIC HEARING Yes x No
ATTACHMENT(S) : INFORMATION CONTACT: Eddie Kirk
Extension 2582
Resolution of Approval
Application
Vicinity Map TELEPHONE NUMBERS:
Fiscal Impact Analysis Hillsborough -, 732-8181
Preliminary Plan Durham - 688-7331
10/18/93 Draft Planning Board Mebane - 227-2031
Minutes Chapel Hill - 967-9251
PURPOSE: Consideration of Preliminary Plan for Winding Branch.
BACKGROUND: The property is located in Bingham Township on the south
side of Dairyland Road (SR 1177) . Dairyland Road is a
paved State-maintained road and considered a collector in
the Comprehensive Plan. The tract is 23 .45 acres with
thirteen (13) lots proposed. Lot sizes range from . 99 to
2 . 39 acres.
The property is zoned Rural Residential (R-1) and
Protected Watershed (PW-II) . It is also designated Rural
Residential and Protected Watershed in the Comprehensive
Plan. A public road (Winding Branch Road) is proposed.
The road would extend south off Dairyland Road. All lots
would receive access from Winding Branch Road. A 1991
traffic count on Dairyland Road indicated 650 trips per
day.
A 50-foot stream buffer is proposed on an intermittent
stream running through the property.
The Planning Board reviewed the Concept Plan for Winding
Branch at its November 16, 1992 . The plan was approved
with the following condition:
1. All lots shall receive access from Winding Branch
Road.
The Planning Board considered the Preliminary Plan for 2
Winding Branch on October 18, 1993 . At that time, the
Planning Board unanimously recommended approval subject to
the conditions contained in the Resolution of Approval.
RECOMMENDATION: The Administration recommends approval of the Preliminary
Plan for Winding Branch subject to the conditions
contained in the attached Resolution of Approval.
3.
RESOLUTION
OF THE
ORANGE COUNTY BOARD OF COUNTY COMMISSIONERS
Date November 1. 1993
Name of Subdivision Winding Branch
Owner/Applicant Powers. Inc./Grainger Barrett
The Board of County Commissioners hereby approves Winding Branch subdivision
preliminary plat, dated August 17, 1992 and revised June 23, 1993 and containing 13 lots,
subject to the fulfillment of requirements specified herein.
Winding Branch Road shall be irrevocably dedicated to the general public and be constructed
to standards of the North Carolina Department of Transportation. The approval of this
resolution authorizes and directs the Orange County Manager to accept for Orange County
and on behalf of the public generally, the offer of dedication of Winding Branch Road. This
acceptance by Orange County of the dedication to the general public of Winding Branch
Road shall be without maintenance responsibility. This road shall be maintained by the
owner/applicant until such time as it is accepted for maintenance by the North Carolina
Department of Transportation or some other governmental body. Before the Final Plat of
Winding Branch 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.
1
4
B. Roads and Access
1. Winding Branch Road shall be constructed to standards of the North Carolina
Department of Transportation, within a 50 foot right-of-way, and the
construction shall be inspected and approved by NCDOTr
OR
A letter of credit, escrow agreement, or bond shall be submitted to secure
construction of Winding Branch Road to the standards of the North Carolina
Department of Transportation. An estimate of the construction cost must be
prepared by a certified/licensed engineer or grading contractor and submitted
to the Planning and Inspections Department. The financial guarantee must
reflect 110% of that estimate and be issued by an accredited financial
institution licensed to do business in North Carolina.
The document describing development restrictions to be recorded with the
Final Plat shall state that the financial guarantee will not be released until the
road construction has been inspected and approved by NCDOT.
2. Submit an erosion control plan for construction of the road.
3. All lots shall access onto the new subdivision road. This restriction shall be
stated in a document describing development restrictions and requirements to
be prepared by Planning Staff and recorded concurrently with the Final Plat.
4. At the street right-of-way intersection, sight-triangles shall be indicated in
accordance with NCDOT design standards. Additional sight distance to the
east shall be provided as required by NCDOT.
5. Approved street name signs shall be erected at intersection as required in
Section IV-B-3-c-12 of the Orange County Subdivision Regulations. Evidence
shall be submitted by the applicant that signs are in place or a copy of the
receipt for purchase of the signs shall be submitted to the Planning
Department.
6. The curve radius on Winding Branch Road shall meet NCDOT standards.
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
2
5
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 $1,449.00 [($3,903/acre x 13/35 acre)] 'shall be paid to
Orange County as payment in lieu of parkland dedication.
E. NEscellaneous
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 easement shall be shown on the plat:
a. A 50-foot stream buffer shall be provided as shown on the Preliminary
Plan.
F. 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 Dedication 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 Winding
Branch Road has been constructed to State standards or that construction plans
have been approved. -
3
5. A Certificate of Approval signed by the Orange County Planning and 6
Inspections Department.
Signature of Applicant Clerk tb 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
•
4
HPPLICA-DON FOR PRELIMINARY PLAN APPROVAL
MAJOR SUBDIVISION 2/9'„'
ORANGE COUNTY ;
DATE:Aug 16, 1993
PLEASE TYPE OR PRINT (INK ONLY)
~
SUBDIVISION NAME: WINDING BRANCH
LOCATION: Dairyland Road
OWNER/DEVELOPER: Pacers, Inc. by Grainger R. Barrett, attorney & agent
ADDRESS: 204 Henaerson St. TELEPHONE NO.: 929-8198
Chapel Hill, -N.C.
AGENT/CONTACT: Same TELEPHONE NO.:
A. SUMMARY INFORMATION:
Orange County Tax Map 19 Block -- Lot(s) 6A, 7, 7B Township Bingham
Zoning District(s): R-1 and PW-II
Total Number of Acres: 23•4 5 Phases: One -
Total Number of Lots: 13 Average Lot Size: 1.6 ac. Minimum Lot Size: .99 ac.
Number/Type of Structures: (existing) 5/3 to be remr/Ved (proposed)
Lineal Feet in Streets: Approx. 1950 Acres in Open space:N/A
Water Supply: Public (specify) Community Well
Y Individual
Wastewater Disposal: Public (specify) Community lik2pt1C Individual
School District: Fire District:
General Land Uses in Area: Residential and fa2Ii11ng
Critical Areas: Branch on property stream/drainageways flood prone areas
watershed (specify) historic sites
other (explain)
Is the property to be subdivided currently under "farm use value taxation"? Yes_ NOX . 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
zi
than one inch equals twenty feet (1"=20') and must contain the following information:
O X ' `cz subdivision name `.;:..`.' zoning of tract and adjacent
ci
X "'` ';_ 9 ) properties
v, _ z_ name & address of owner(s) M. building setback lines by notation or typical lot
-' _ ?_ name 8 address of subdivider w~ layout
vi U
✓ Ma (if other than owner) location and width of existing and proposed
, ? name of surveyor, engineer, easements (drainage, utilities, roads, etc.)
i landscape architect or architect, `'' ''' existing, proposed and adjoining rights-of-way
s.4 '<t address, registration N and seal M including dimensions and street names and state
.2.,-) , X %>^ (title) Preliminary Plan road numbers. Lineal feet of road centerlines and
,c _ scale, north arrrow ? approximate acreage of new street rights-of-way
c , X .X date (including revision dates) ::; , existing and proposed utilities, including type,
township, tax map-block-lot M sizes, hydrants, valves, manholes
U
't5 > references `•::- existing and proposed curbs
,-:.:a 9 P Po gutters and culverts,
au m — . Parent Parcel Identification including sizes and grades
tj 171 X-- deed book and page A of property ':::::. location and width of alleys, sidewalks, bike lanes,
to be subdivided transit .systems, and bus stops
(please complete reverse side)
v ooun±ary oes_- oec ..' r. pea-,nos v i
,,,c,ca. s:-eel -rOSS-se::,on5 anc ,n-e'seip"
anc cistances -•
t oeta' is ind y using oes,gn anc wictr c' travei,ra anc 8
. - total acreage of the tract anc
snoutoers
acreage of lots, including anC X horizontal alignment and
C excluding area within rights-of-way roads) general Curve oata (pua is
i : control corner X
centerline radius on all proposed streets
x proposed lot lines with dimensions permanent features such as ouildings, cemeteries,
C• -:_ .,LL: lot E. block numbers historic landmarks
X>c •.0 n ___IL ._ phasing lines adjoining tot layout names of adjoinini property
_y topography at ten foot (10) intervals . owners. If suodivioed, subdivision plat name, plat
C water bodies, streams, ftoodwa and
—� Y book a ape nimoer, end perimeter tot Hampers.
r floodplains landscaping and buffer requirements
e) -- - __> stream buffers township, corporate anc extra-territorial planning
r location and size of
C parcels dedicated ; : jurisdiction tines which cross the property
rz p ?: for public use recreational use or
_ " location and size of lots of restricted development
C reserved in common, with purpose noted
p potential anc notation on plat regarding same
-- :< impervious surface data (if located in `; stormwater detention and/or retention sites and
C, :': water supply watershed)
: undisturbed areas for infiltration purposes (if
tr vicinity map showing— Y p g general location located in water supply watershed)
of subdivision with streets and roads
identified by State road number and
name
C. OTHER SUBMITTAL REOUIREMENTS
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.
6. Fee - S350.00 plus 55.00 per lot (1 fee for preliminary and final plat).
1, the applicant, hereby certify that the foregoing application is complete and accurate.
de . v
0 a_ ___.1.__ W ...--- :(1&\' .2.2.s.r.e.),_ 4/..‹, ,
APPLICANTS SIGNAT
/ OWNER'S SIGMA E
;71,,J.,..., ` / / F1
DATE
DATE
FEES: Amount / 7 �S QG Date Paid
Receipt # S/ 7M
9
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•,. .-.-CD -. .
1 2X72 7 X19038 c . \ WINDING BR TCA•
- 4 Q .154C c°° 50 \ \
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--c. - : _j , 0100;.,
\\ Applicant: Grainger Barre
0_ f- , `, Zone: R-1 & PW II
® LUP: Rural Residential
m' . . Water Supply. Watershec
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SEE MAP 79A
166
10
FISCAL IMPACT ANALYSIS FOR WINDING BRANCH SUBDIVISION
SERVICE STANDARD APPROACH
Prepared by
The Orange County Planning Department
October, 1993
PROJECT DESCRIPTION
Winding Branch is a proposed 13-lot major subdivision located in Bingham Township on the east side of
Dairyland Road adjacent to Dairyland Estates Subdivision. The average lot size is approximately 1.61 acres. All lots will
be served by individual wells and septic tanks, and public roads.
For Winding Branch,project build-out is estimated at three years.Housing units will be.constructed,beginning
in 1994,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$127,500, 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.
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 5 - 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
12
FISCAL IMPACT TEMPLATE: SERVICE STANDARD METHOD
Bureau of Economic & Business Research - Univ of Fla
Modified 10/5/92 - Orange County, NC Planning Department
SECTION 1 - PROJECT DATA
ENTER THE FOLLOWING DATA FOR EACH PROJECT:
PROJECT: Winding Branch
TOWNSHIP: Bingham
CONSTRUCTION PERIOD:
Beginning Year: 1994
Ending Year: 1996
Inflation Rate: 2.90%
CHARACTERISTICS OF HOUSEHOLDS:
Persons/House: 2.40
Children/House: 0.33
% Non-Elderly: 0.00%
HOME SALES DATA: Average Distribution
Number of Sales of Units
Year Homes Price by Year
1994 4 127500 30.8%
1995 4 127500 30.8%
1996 5 127500 38.5%
1997 0 0 0.0%
1998 0 0 0.0%
1999 0 0 0.0%
2000 0 0 0.0%
2001 0 0 0.0%
2002 0 0 0.0%
2003 0 0 0.0%
SCHOOL DISTRICT DATA: Enter "1" in ( ) beside school district in which
project is located to generate distribution of
students by school type.
School District: School Attendance:
Orange County ( 1 ) Elementary School 49.53%
Chapel Hill- ( 0 ) Middle School 23.49%
Carrboro High School 26.98%
School Age Children/Household: Enter number of units by housing type to
generate school age children/household.
School Age Children
Housing Type Units Children Per Household
Single-Family 13 4 0.330
Duplex/Triplex/Quadplex 0 0 0.000
Apartment/Condominium 0 0 0.000
Town House 0 0 0.000
+ - Totals 13 4 0.330
========s== ==ors==a==
13
SECTION 2 - LOCAL GOVERNMENT AND SCHOOL DISTRICT DATA
_____==== ---
BUDGET YEAR: 1992-93
COUNTY POPULATION: 98648 .
SCHOOL DISTRICT STUDENT POPULATION: 5204
COUNTY EMPLOYMENT: POSITIONS PER CAPITA
General Government 107.50 0.0011
Public Safety 124.00 0.0013
Public Works 43.00 0.0004
Human Services 228.90 0.0023
Education (School District) 746.00 0.0076
SCHOOL DISTRICT EMPLOYMENT: POSITIONS PER STUDENT
TOTAL 746.00 0.143
COUNTY PER CAPITA REVENUES ($) : REVENUES PER CAPITA
Taxes - Other Than Property 3641000 36.91
Intergovernmental 7758493 78.65
• Service Charges 2114697 21.44
Miscellaneous 1036728 10.51
COUNTY PER CAPITA EXPENDITURES ($) : EXPENDITURES PER CAPITA
General Government 5878463 59.59
Public Safety 5372356 54.46
Public Works 2548812 25.84
Human Services 13824259 140.14
Education (Recurring Capital) 750000 7.60
Non-Departmental 2438243 24.72
PER
COUNTY PER EMPLOYEE EXPENDITURE ($) : EXPENDITURES EMPLOYEE
General Government 5878463 54683.38
Public Safety 5372356 43325.45
Public Works 2548812 59274.70
Human Services 13824259 60394.32
Education (Recurring Capital) 750000 1005.36
SCHOOL DISTRICT
PER STUDENT EXPENDITURES ($) : EXPENDITURES PER STUDENT
County Government . 6817240 1310.00
School District 0 0.00
State 16671230 3203.54
SCHOOL DISTRICT PER
PER EMPLOYEE EXPENDITURES ($) :.. EXPENDITURES EMPLOYEE
County Government 6817240 9138.39
School District 0 0.00
State 16671230 22347.49
TAX DATA:
County Tax Rate ($) 0.7957 Per $100 Assessed Valuation.
School District Tax Rate ($) 0.0000 Per $100 Assessed Valuation.
Assessment Ratio 99.17
Elderly Exemption 0 $11,000 Where applicable.
14
--- _-=_
SECTION 3 - DEMOGRAPHIC PROJECTIONS BASED ON PROJECT DATA
====
=
YEAR 1994 1995 1996 1997 1998
HOUSING UNITS 4 8 13 13 13
POPULATION 10 19 31 31 31
SCHOOL CHILDREN
Elementary 1 1 2 2 2
Middle 0 1 1 1 1
High School 0 1 1 1 1
TOTAL 1 3 4 4 4
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 0.0 0.0 0.1 0.1 0.1
TOTAL 0.0 0.1 0.2 0.2 0.2
SCHOOL DISTRICT
ADDITIONAL EMPLOYEES 0.1 0.1 0.2 0.2 0.2
== =========
YEAR 1999 2000 2001 2002 2003
HOUSING UNITS 13 13 13 13 13
POPULATION 31 31 31 31 31
SCHOOL CHILDREN
Elementary 2 2 2 2 2
Middle 1 1 1 1 1
High School 1 1 1 1 1
TOTAL 4 4 4 4 4
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 0.2 0.2 0.2 0.2 0.2
SCHOOL DISTRICT
ADDITIONAL EMPLOYEES 0.2 0.2 0.2 0.2 0.2
mmmip
15
-n. �__=_. ----_ == _
SECTION 4 - PROJECTED FISCAL IMPACT OF PROJECT ON COUNTY GOVERNMENT
YEAR 1994 1995 1996 - 1997 1998
TAX BASE ($1000) 506 1026 1688 1737 1788
REVENUES ($)
Property Tax 4024 8165 13433 13822 14223
Other Taxes 354 729 1219 1255 1291
Intergovernmental 755 1554 2598 2674 2751
Service Charges 206 424 708 729 750
Miscellaneous 101 208 347 357 368
TOTAL ($) 5440 11080 18306 18837 19383
EXPENDITURES ($)
General Government 572 1177 1969 2026 2084
Public Safety 523 1076 1799 1851 1905
Public Works 248 510 854 878 904
Human Services 1345 2769 4630 4764 4902
Education 1802 3709 6202 6382 6567
Non-Departmental 237 488 817 840 865
TOTAL ($) 4728 9730 16269 16741 17226
NET FISCAL IMPACT 713 1350 2037 .2096 2156
==============================_---==--
YEAR 1999 2000 2001 2002 2003
TAX BASE ($1000) 1839 1893 1948 2004 2062
REVENUES ($)
Property Tax 14636 15060 15497 15946 16409
Other Taxes 1329 1367 1407 1447 1489
Intergovernmental 2831 2913 2997 3084 3174
Service Charges 772 794 817 841 865
Miscellaneous 378 389 401 412 424
TOTAL ($) 19945 20523 21118 21731 22361
EXPENDITURES ($)
General Government 2145 2207 2271 2337 2405
Public Safety 1960 2017 2076 2136 2198
Public Works 930 957 985 1013 1043
Human Services 5044 5190 5341 5496 5655
Education 6757 6953 7155 7362 7576
Non-Departmental 890 915 942 969 997
TOTAL ($) 17726 18240 18769 19313 19873
NET FISCAL IMPACT 2219 2283 2349 2418 2488
16
SECTION 5 - PROJECTED FISCAL IMPACT OF PROJECT ON SCHOOL DISTRICT
---- ,_
YEAR 1994 1995 1996 - 1997 1998
REVENUES ($)
County 1802 3709 6202 6382 6567
School District 0 0 0 0 0
State 4229 8703 14552 14974 15408
TOTAL ($) 6031 12412 20754 21355 21975
EXPENDITURES ($)
County 1802 3709 6202 6382 6567
School District 0 0 0 0 0
State 4229 8703 14552 14974 15408
TOTAL ($) 6031 12412 20754 21355 21975
NET FISCAL IMPACT 0 0 0 0 0
=========---.: =
YEAR 1999 2000 2001 2002 2003
REVENUES ($)
County 6757 6953 7155 7362 7576
School District 0 0 0 0 0
State' 15855 16315 16788 17275 17776
TOTAL ($) 22612 23268 23943 24637 25351
EXPENDITURES ($)
County 6757 6953 7155 7362 7576
School District 0 0 0 0 0
State 15855 16315 16788 17275 17776
TOTAL ($) 22612 23268 23943 24637 25351
NET FISCAL IMPACT 0 0 0 0 0
17
SECTIONN 6 - SUMMARY OF PROJECTED DEIMOGRAPHIC/FISCAL IMPACTS
YEAR 1994 1995 1996 .. 1997 1998
HOUSING UNITS 4 8 13 13 13
POPULATION 10 19 31 31 31
SCHOOL CHILDREN
Elementary 1 1 2 2 2
Middle 0 1 1 1 1
High School 0 1 1 1 1
TOTAL 1 3 4 4 4
COUNTY EMPLOYEES 0.05 0.10 0.16 0.16 0.16
SCHOOL DISTRICT
EMPLOYEES 0.07 0.15 0.24 0.24 0.24
TAX BASE ($1000) 506 1026 1688 1737 1788
COUNTY OPERATING
BUDGET ($)
Revenues 5440 11080 18306 18837 19383
Expenditures 4728 9730 16269 16741 17226
BALANCE 713 1350 2037 2096 2156
SCHOOL DISTRICT -
OPERATING BUDGET ($)
Revenues 6031 12412 20754 21355 21975
Expenditures 6031 12412 20754 21355 21975
BALANCE 0 0 0 0 0
COMBINED COUNTY/SCHOOL DISTRICT
OPERATING BUDGETS ($)
Revenues 11471 23491 39059 40192 41358
Expenditures 10759 22141 37023 38096 39201
BALANCE 713 1350 2037 2096 2156
===================================== =====nom ---
YEAR 1999 2000 2001 2002 2003
HOUSING UNITS 13 13 13 13 13
POPULATION 31 31 31 31 31
SCHOOL CHILDREN
Elementary 2 2 2 2 2
Middle 1 1 1 1 1
High School 1 1 1 1 1
TOTAL 4 4 4 4 4
COUNTY EMPLOYEES 0.16 0.16 0.16 0.16 0.16
SCHOOL DISTRICT
EMPLOYEES 0.24 0.24 0.24 0.24 0.24
TAX BASE ($1000) 1839 1893 1948 2004 2062
COUNTY OPERATING
BUDGET ($)
Revenues 19945 20523 21118 21731 22361
Expenditures 17726 18240 18769 19313 19873
BALANCE 2219 2283 2349 2418 2488
SCHOOL DISTRICT
OPERATING BUDGET ($)
Revenues 22612 23268 23943 24637 25351
Expenditures 22612 23268 23943 24637 25351
BALANCE 0 0 0 0 0
COMBINED COUNTY/SCHOOL DISTRICT
OPERATING BUDGETS ($)
Revenues 42557 43791 . 45061 46368 47712
Expenditures 40338 41508 42712 43950 45225
BALANCE 2219 2283 2349 2418 2488
_==
18
EXPLANATION OF TERMS AND DATA SOURCES
SECTION 1 - PROJECT DATA
Project data includes information about the specific development project. Much; if not all, of the information
is supplied by the applicant. Data inputs include:
Project Name: Name of the project.
Township: Township in which the project is located.
School District: School district in which the project is located.
Beginning Year: The first year of the project in which dwelling units are completed and
occupied.
Ending Year: The last year in which dwelling units are completed and occupied. The template is set to calculate fiscal
impacts for a ten-year period.
Inflation Rate: Unless an inflation rate is entered, the template will calculate fiscal impacts based on constant dollars.
Since the inflation rate changes frequently, the Finance Department must be contacted for the most recent figure.
Persons/Household: The estimated average number of persons/household (dwelling unit) based on 1990 Census data
for the township in which the project is located. This information is supplied by the Planning Department and will be
updated as necessary using population projections and building permit data.
Children/Household: The estimated average number of school age children/household (dwelling unit) based on 1990
Census data for the township in which the project is located. This information is supplied by the Planning Department
and will be updated as necessary using school membership data.
%Non-Elderly:N.C.General Statutes permit an$11,000 exemption to the elderly and disabled who meet certain income
criteria.In the event that elderly units are part of the project,the percentage of eligible non-elderly units is entered. The
tax base will automatically be adjusted to reflect the exemption.
Number of Homes: The number of dwelling units to be constructed in the project in each year.
Average Sales Price:The average sales price of all dwelling units based on the number and sales price of dwelling unit
types to be constructed in each year.
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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., 1992-93.
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.
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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 Data:
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 I).
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 5 - PROJECTED NET FISCAL IMPACT ON SCHOOLJISTRICT
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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DRAFT 10/18/93 PLANNING BOARD MINUTES
required by Orange County Erosion Control.
b. Preliminary Plans
( 1) Winding Branch
( 13 Lots - Bingham Township)
Presentation by Mary Willis.
The property is located in Bingham Township on
the south side of Dairyland Road (SR 1177 ) .
Dairyland Road is a paved State-maintained road
and considered a collector in the Comprehensive
Plan. The tract is 23.45 acres with thirteen
( 13) lots proposed. Lot sizes range from .99 to
2.39 acres.
The property is zoned rural Residential (R-1) and
Protected Watershed (PW-II) . It is also
designated Rural Residential and Protected
Watershed in the Comprehensive Plan. A public
road (Winding Branch Road) is proposed. The road
would extend south off Dairyland Road. All lots
would receive access from Winding Branch Road. A
1991 traffic count on Dairyland Road indicated
650 trips per day.
A 50-foot stream buffer is proposed on an
intermittent stream running through the property.
The Planning Board reviewed the Concept Plan for
Winding Branch at its November 16, 1992 meeting.
The plan was approved with the condition that all
lots receive access from Winding Branch Road.
Agency comments were received from Emergency
Management, Recreation and Parks, Soil & Water
Conservation, NCDOT and Erosion Control.
Applicable comments have been incorporated into
the Resolution of Approval.
The Planning Staff recommends approval of the
Preliminary Plan for Winding Branch subject to
the conditions contained in the Resolution of
Approval (a copy an attachment to these minutes
on pages ) .
MOTION: Waddell moved approval as recommended by the
Planning Staff. Seconded by Burklin.
VOTE: Unanimous.
RESOLUTION
OF THE
ORANGE COUNTY BOARD OF COUNTY COMMISSIONERS
Date November 1. 1993
Name of Subdivision Winding Branch
Owner/Applicant Powers, Inc./Grainger Barrett
The Board of County Commissioners hereby approves Winding Branch subdivision
preliminary plat, dated August 17, 1992 and revised June 23, 1993 and containing 13 lots,
subject to the fulfillment of requirements specified herein.
Winding Branch Road shall be irrevocably dedicated to the general public and be constructed
to standards of the North Carolina Department of Transportation. The approval of this
resolution authorizes and directs the Orange County Manager to accept for Orange County
and on behalf of the public generally, the offer of dedication of Winding Branch Road. This
acceptance by Orange County of the dedication to the general public of Winding Branch
Road shall be without maintenance responsibility. This road shall be maintained by the
owner/applicant until such time as it is accepted for maintenance by the North Carolina
Department of Transportation or some other governmental body. Before the Final Plat of
Winding Branch 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.
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B. Roads and Access
1. Winding Branch Road shall be constructed to standards of the North Carolina
Department of Transportation, within a 50 foot right-of-way, and the
construction shall be inspected and approved by NCDOT.
OR
A letter of credit, escrow agreement, or bond shall be submitted to secure
construction of Winding Branch Road to the standards of the North Carolina
Department of Transportation. An estimate of the construction cost must be
prepared by a certified/licensed engineer or grading contractor and submitted
to the Planning and Inspections Department. The financial guarantee must
reflect 110% of that estimate and be issued by an accredited financial
institution licensed to do business in North Carolina.
The document describing development restrictions to be recorded with the
Final Plat shall state that the financial guarantee will not be released until the
road construction has been inspected and approved by NCDOT.
2. Submit an erosion control plan for construction of the road.
3. All lots shall access onto the new subdivision road. This restriction shall be
stated in a document describing development restrictions and requirements to
be prepared by Planning Staff and recorded concurrently with the Final Plat.
4. At the street right-of-way intersection, sight-triangles shall be indicated in
accordance with NCDOT design standards. Additional sight distance to the
east shall be provided as required by NCDOT.
5. Approved street name signs shall be erected at intersection as required in
Section IV-B-3-c-12 of the Orange County Subdivision Regulations. Evidence
shall be submitted by the applicant that signs are in place or a copy of the
receipt for purchase of the signs shall be submitted to the Planning
Department.
6. The curve radius on Winding Branch Road shall meet NCDOT standards.
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
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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 $1,449.00 [($3,903/acre x 13/35 acre)] shall be paid to
Orange County as payment in lieu of parkland dedication.
E. 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 easement shall be shown on the plat:
a. A 50-foot stream buffer shall be provided as shown on the Preliminary
Plan.
F. 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 Dedication 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 Winding
Branch Road has been constructed to State standards or that construction plans
have been approved.
3
5. A Certificate of Approval signed by the Orange County Planning and
Inspections Department.
/ I ,air
z
r fir . _� .- Vii_
Sign./ure of :!l+licant Clerk • the Board
I, Cral 1 s2 ve (. Ck_ri i , accept the above listed conditions of subdivision approval,
and acknoledge that each must be met prior to recordation of the final plat.
—= •_' - -Ziai' g
A�'licant '1 Date
F
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