HomeMy WebLinkAboutAgenda - 05-02-2017 - 5-a - Public Hearing on the Financing of Various Capital Investment Plan Projects 1
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: May 2, 2017
Action Agenda
Item No. 5-a
SUBJECT: Public Hearing on the Financing of Various Capital Investment Plan Projects
DEPARTMENT: Finance and Administrative
Services
ATTACHMENT(S): INFORMATION CONTACT:
Attachment 1. Public Hearing Notice Gary Donaldson, (919) 245-2453
Attachment 2. Resolution Paul Laughton, (919) 245-2152
Bob Jessup, (919) 933-9891
PURPOSE: To conduct a public hearing on the issuance of approximately $13,600,000 to
finance capital investment projects and equipment for the 2016-17 fiscal year; and to approve a
related resolution supporting the County's application to the Local Government Commission
(LGC) for approval of the financing plan.
BACKGROUND: County staff estimates that the total amount to be financed for capital
investment projects and equipment will be approximately $13,600,000 including cost of
issuance.
North Carolina General Statutes require that the County advertise and conduct a public hearing
on the proposed financing. A copy of the notice of this hearing as published in The Herald Sun
is provided as Attachment 1.
After conducting the public hearing and receiving public input, the Board will consider the
adoption of the resolution (Attachment 2). This resolution formally requests the required
approval from the North Carolina Local Government Commission (LGC) for the County's
financing, and makes certain finding of fact as required under the LGC's guidelines. County
staff has been in contact with the LGC staff, and staff expects no issues to receiving LGC
approval.
If the Board adopts the resolution indicating its intent to continue with the financing plan, the
Board will be asked to consider a resolution giving final approval to the financing plans at the
June 6, 2017 BOCC meeting.
FINANCIAL IMPACT: There is no financial impact related to this action. However, there will be
a financial impact in proceeding with the financing. A preliminary estimate of maximum debt
service applicable to the capital investment projects and equipment financing would require the
highest debt service payment of $1.6 million in FY2017-18. The tax rate equivalent for the
2
estimated highest debt service payment is approximately .94 cents. Based on current financial
resources, no adjustment to the tax rate is associated with this financing.
SOCIAL JUSTICE IMPACT: The following Orange County Social Justice Goal is applicable to
this agenda item:
• GOAL: ENSURE ECONOMIC SELF-SUFFICIENCY
The creation and preservation of infrastructure, policies, programs and funding
necessary for residents to provide shelter, food, clothing and medical care for
themselves and their dependents.
RECOMMENDATION(S): The Manager recommends that the Board conduct the public hearing
and adopt the resolution supporting the application to the Local Government Commission for
approval of the financing.
3
Attachment 1
Orange County, North Carolina -- Notice of Public Hearing
Financing for Various Public Improvements and Acquisitions
The Board of Commissioners of Orange County, North Carolina, will hold a
public hearing on Tuesday, May 2, 2017, at 7:00 p.m. (or as soon thereafter as the
matter may be heard). The purpose of the hearing is to take public comment
concerning a proposed financing contract, under which the County would borrow an
amount estimated as up to approximately $13,600,000 to pay for the public
improvement projects described below.
Project description Est.Amount Financed ($)
Rogers Road sewer improvements 6,280,000
Sportsplex field house construction 2,800,000
Information Technologies projects - hardware and
1,000,000
software acquisition
Vehicle replacements 789,722
Solid waste equipment replacements 562,717
Emergency services substation construction 500,000
Generator projects 375,000
Fairview Park access and parking improvements 325,000
Facility accessibility and security improvements 319,000
Roofing projects 194,700
4
Emergency services - radio replacements 166,000
Parking lot improvements 120,000
Cedar Grove Community Center renovations 60,000
Estimated total $ 13,492,139
The County may also use financing proceeds to pay financing costs.
The hearing will be held in the Commissioners' usual meeting room in the
Whitted Human Services Center, 300 West Tryon Street, Hillsborough, North
Carolina.
The proposed financing would be secured by a lien on some or all of the
property purchased or improved through the financing as well as the County's
promise to repay the financing, but there would be no recourse against the County
or its property (other than the pledged property) if there were a default on the
financing. The County expects that the collateral for the financing will consist
primarily of the Orange County Sportsplex and its associated land.
All interested persons will be heard. The County's plans are subject to change
based on the comments received at the public hearing and the Board's subsequent
discussion and consideration. The County's entering into the financing is subject to
obtaining approval from the North Carolina Local Government Commission.
Persons wishing to make written comments in advance of the hearing or
wishing more information concerning the subject of the hearing may contact Gary
Donaldson, Orange County Finance Officer, Finance Officer, Post Office Box 8181,
Hillsborough, NC 27278 (telephone 919/245-2453, email
gdonaldson@orangecountync.gov).
5
RES-2017-023 Attachment 2
Resolution supporting an application to the Local Government
Commission for its approval of a County financing agreement
WHEREAS--
The Board of Commissioners has previously determined to carry out the
acquisition and construction of various public improvements, as identified in the
County's capital improvement plan.
The Board of Commissioners desires to finance the costs of these projects by
the use of an installment financing, as authorized under Section 160A-20 of the
North Carolina General Statutes.
Under the guidelines of the North Carolina Local Government Commission,
this governing body must make certain findings of fact to support the County's
application for the LGC's approval of the County's financing arrangements.
THEREFORE, BE IT RESOLVED by the Board of Commissioners of Orange
County, North Carolina, that the County makes a preliminary determination to
finance approximately $13,600,000 to pay capital costs of various public
improvements, and in particular the improvements shown on Exhibit A.
The Board will determine the final amount to be financed by a later
resolution. The final amount financed may be slightly lower or slightly higher than
$13,600,000. Some of the financing proceeds may represent reimbursement to the
County for prior expenditures on project costs, and some proceeds may be used to
pay financing expenses or to provide any required reserves.
BE IT FURTHER RESOLVED that the Board of Commissioners makes the
following findings of fact:
(1) The proposed projects are necessary and appropriate for the County
under all the circumstances.
6
(2) The proposed installment financing is preferable to a bond issue for the
same purposes.
The County is planning to issue both voter-approved and non-voted general
obligation bonds for school projects and other purposes, and it is appropriate for
the County to continue to balance its capital finance program between bonds and
installment financing. These projects will not produce revenues sufficient to support
a self-liquidating financing. The County expects that in the current interest rate
environment for municipal securities there would be no material difference in the
overall financing costs between general obligation bonds and installment financings
for this project.
(3) The estimated sums to fall due under the proposed financing contract
are adequate and not excessive for the proposed purpose. The County will closely
review proposed financing rates against market rates with guidance from its
financial adviser and the LGC. All amounts financed will reflect either approved
contracts, professional estimates or previous actual expenditures.
(4) As confirmed by the County's Finance Officer, (a) the County's debt
management procedures and policies are sound and in compliance with law, and (b)
the County is not in default under any of its debt service obligations.
(5) The County expects that there will be no actual increase in taxes
necessary to meet debt obligations under the proposed financing arrangements. The
County expects that interest rates to be payable by the County on the proposed
financing, and the expected term of the financing, will allow the County to repay the
financing within current resources. In addition, the County expects that debt service
components related to landfill and Sportsplex projects will be paid from the
revenues of the related enterprises. Given the County's need for the projects, the
Board believes that any tax rate impact is reasonable under all the circumstances.
(6) The County Attorney is of the opinion that the proposed projects are
authorized by law and are purposes for which public funds of the County may be
expended pursuant to the Constitution and laws of North Carolina.
BE IT FURTHER RESOLVED as follows:
7
(a) The County intends that the adoption of this resolution will be a
declaration of the County's official intent to reimburse project expenditures from
financing proceeds. The County intends that funds that have been advanced for
project costs, or which may be so advanced, from the County's general fund, or any
other County fund, may be reimbursed from the financing proceeds.
(b) The Board directs the Finance Officer to take all appropriate steps
toward the completion of the financing, including (i) completing an application to
the LGC for its approval of the proposed financing, and (ii) soliciting one or more
proposals from financial institutions to provide the financing. The Board ratifies all
prior actions of County representatives in this regard.
(c) This resolution takes effect immediately.
* * * * * * * * * * * * * * * * *
I certify as follows: that the foregoing resolution was properly adopted at a
meeting of the Board of Commissioners of Orange County, North Carolina; that this
meeting was properly called and held on May 2, 2017; that a quorum was present
and acting throughout this meeting; and that this resolution has not been modified
or amended, and remains in full effect as of today.
Dated this day of , 2017.
[SEAL]
Donna S. Baker
Clerk, Board of Commissioners
Orange County, North Carolina
8
Exhibit A - list of projects to be financed with estimated amounts
Project description Est.Amount Financed ($)
Rogers Road sewer improvements 6,280,000
Sportsplex field house construction 2,800,000
Information Technologies projects - hardware and
1,000,000
software acquisition
Vehicle replacements 789,722
Solid waste equipment replacements 562,717
Emergency services substation construction 500,000
Generator projects 375,000
Fairview Park access and parking improvements 325,000
Facility accessibility and security improvements 319,000
Roofing projects 194,700
Emergency services - radio replacements 166,000
Parking lot improvements 120,000
Cedar Grove Community Center renovations 60,000
Estimated total $ 13,492,139
The County may also use financing proceeds to pay financing costs.