HomeMy WebLinkAboutAgenda - 04-12-2005-8aORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: April 12, 2005
Action Agenda
Item No. ~-q
SUBJECT: Public Hearing: Agreement with Orange Enterprises
DEPARTMENT: Economic Development/ PUBLIC HEARING: (Y/N) No
Purchasing & Central Services
ATTACHMENT(S):
Agreement
INFORMATION CONTACT:
Dianne Reid, (919) 245-2325
Pam Janes, (919) 245-2652
TELEPHONE NUMBERS:
Hillsborough 732-8181
Chapel Hill 968-4501
Durham 688-7331
Mebane 336-227-2031
PURPOSE: To receive public comment regarding an agreement between Orange County and
Orange Enterprises which will provide Orange Enterprises (OE) building support and
operational support to enable OE to purchase property tripling the production capacity of OE
and increasing significantly employment opportunities far persons now served and persons who
can be served by OE; to approve an agreement between OE and Orange County with respect
to Orange County's financial support to OE and establishing economic development
expectations of the operations of OE at the new site; and to authorize the reallocation of capital
funds appropriated by the County to expand the current OE building to be used by OE toward
the purchase of the new facility,
BACKGROUND: OE is a private, non-profit organization whose mission is "to assist people
who face employment barriers to achieve vocational potential from the beginning of work until
retirement by offering services that allow individuals to attain the greatest level of vocational
success of which they are capable." This mission is accomplished in a variety of ways including
assisting persons to find competitive work in the community and providing contract work an site
that is utilized to teach vocational and personal skills. OE has operated in County-owned
buildings for decades, most recently moving to the Valley Forge Road site in the 1970's. OE
provides a valuable safety net for certain members of the community -workers, who without the
presence of OE, would perhaps be unemployable, QE's contribution to the quality of life for
such workers cannot be measured only in money.
In November 2004, OE presented a proposal requesting that Orange County authorize capital
funds for use in the purchase of a building and 10 acres on Elizabeth Brady Road. Orange
County had previously appropriated $525,000 in the 2004-2014 County Capital Investment Plan
to expand the County-owned building on Valley Forge Road for OE expansion,
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The building OE proposes to purchase was previously the location for the FB .Johnston
Company and is one of two manufacturing buildings located on a 20 acres site, OE proposes to
purchase Building #2 and 10 acres of the property. Building #2 is located toward the back of
the property. The building contains 25,400 square feet, including 3,000 square feet of office
space and 22,400 square feet of manufacturing and warehouse space, The building, which
was constructed in late 1979, has been well maintained and, with the exception of some
needed Americans with Disabilities Act (ADA) and OE operations needed upfit, is favorably
matched to the OE operation. OE has provided a business plan that demonstrates its ability to
meet the higher financial demands that would be required by the new facility, As discussed
further below, OE's capacity to compete for additional contracts is severely limited by the
current facility.
OE has two subsidiary enterprises, a custodial business and a landscaping business, Through
a relationship with National Industries for the Severely Handicapped (NISH), an organization
that manages the federal set-aside programs under the ,Davits-Wagner-O'Day Act, OE has been
awarded two custodial contracts this year, valued at almost $850,000 annually, which helps
contribute to the fiscal stability of the organization. The mail fulfillment work performed in-house
by persons with disabilities has been limited by space constraints. This component employs
approximately 100 persons a day with production sales of about $450,000 per year, Additional
space will enable OE to expand this division and compete for NISH manufacturing projects
(products manufactured by disabled persons for use in government agencies),
Financial projections prepared by OE indicate that the organization will be able to maintain
support and revenue in excess of expenses over the next five years, including debt service,
The additional space will enable OE to expand employment and aver the next six years, OE
projects that it will provide 57 new jobs for disabled persons and 43 new jobs for non-disabled
persons. The attached agreement spells out the employment projections and the expectation
of payment of living wages for OE staff and commensurate wages for all other employees. The
agreement also provides that OE will convey a Conservation Easement to the County for the
land in the flood hazard area of the Eno River,
Kathy Bryant, OE Executive Director, and Dianne Reid, Orange County Economic Development
Director, will present additional information during the public hearing,
FINANCIAL IMPACT: The purchase price of the building and ten acres to OE is $950,000,
Orange County is being asked to contribute $525,000 in the 2004-2005 fiscal year and
$100,000 in each of the 2005-2006, 2006-2007 and 2007-2008 fiscal years. Further, the
County is being asked to increase its operational support in an amount equal to $120,000 over
the period ending with the 2009-2010 fiscal years. The specific annual operating appropriations
are set forth in the agreement.
RECOMMENDATION(S): The Manager recommends that the Board:
• Receive public comment regarding the agreement between Orange County and OE; and
• Approve the agreement with OE; and
• Approve the reallocation of capital funds to be used by OE toward the purchase of the
facility as outlined herein; and
Authorize the Chair to sign the agreement on behalf of the Board,
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Prepared by and
Return to: Geoffrey E. Gledhill, Attorney, Coleman, Gledhill, Hargrave & Peek, P.C.
P.O. Drawer 1529, Hillsborough, NC 27278
SLATE OF NORTH CAROLINA
ORANGE COUNTY
AGREEMENT
This AGREEMENT (this "Agreement"), dated as of ,between
ORANGE ENTERPRISES, INC., anon-stock, not-for-profit corporation with an office in
Hillsborough, Orange County, North Carolina ("Orange Enterprises") and ORANGE COUNTY,
NORTH CAROLINA, a body politic and corporate, a political subdivision of the State ofNorth
Carolina ("the County" or "County").
RECITALS:
WHEREAS, the County has the power, pursuant to N.G Gen. Stat, § 158-71(a) to make
appropriations for aiding and encouraging the location of manufacturing enterprises and
increasing the business prospects of the County and to fund these appropriations by the levy of
property taxes and by the allocation of other revenues whose use is not otherwise restricted by
law; uid
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WHEREAS, Orange Enterprises is a Community Rehabilitation Program operating in the
County whose mission it is to assist people who face employment barriers to achieve their
vocational potential by offering services that assist these individuals in attaining the greatest
level of vocational success which they are capable; and
WHEREAS, persons served by Orange Enterprises include adults with developmental
disabilities, students with developmental disabilities, adults and students with mental illnesses,
learning and emotional disabilities, substance abuse disabilities, physical disabilities and
individuals in the Work First Program; and
WHEREAS, Orange Enterprises is operating its business on property provided by the
County located on Valley Forge Road, Hillsborough, Orange County, North Carolina which
property and its facilities has an estimated annual rental value of $58,000, which facility is made
available to Orange Enterprises by Orange County at no cost to Orange Enterprises; and
WHEREAS, the building located on Orange County-owned property within which
Orange Enterprises operates has approximately 10,400 square feet of usable space, 6,000 of
which is production space, approximately 2,000 of which is wazehouse space and approximately
2,400 ofwhich is administrative space; and
WHEREAS, this building is used to its maximum capacity and there will be no
opportunity for Orange Enterprises to expand its staff'and persons with disabilities working in
these facilities unless they were to be expanded; and
WHEREAS, in addition to its approximately $58,000 azmual contribution to Orange
Enterprises in facility value, the County presently makes an annual appropriation to Orange
Enterprises of $43,175 in operational support; and
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WHEREAS, Orange Enterprises has been offered the opportunity to purchase improved
property with a building and parking and other amenities located on Elizabeth Brady Road,
Hillsborough, Orange County, North Carolina which building is 25,400 square feet in size and
can be modified to provide 20,400 square feet ofproduction/warehouse space and 5,000 square
feet of'administrative space thus more than tripling the production capacity and increasing
significantly available pazking spaces which would become necessary to accommodate increases
in staff and persons with disabilities working in the facility; and
WHEREAS, Orange Enterprises has the opportunity to purchase the new facilities,
including approximately 10 acres of land, for the sum of $950,000; and
WHEREAS, Orange Enterprises has been able to obtain a loan for the purchase of the
property in an amount sufficient to do so conditioned upon the County's contribution of $825,000
towazd the purchase price; and
WHEREAS, financial projections prepared by Orange Enterprises indicate that Orange
Enterprises will be able to maintain support and revenue in excess of expenses including the
payment of the principal component of debt service provided the County contributes $825,000
towards the purchase of the building and provides the other financial support as outlined in this
agreement; and
WHEREAS, the additional production/warehouse space and administrative space will
enable Orange Enterprises to increase materially the number of persons it can employ and the
number of disabled persons that it can employ as well as enable Orange Enterprises to operate as
an "affirmative enterprise," such that persons with disabilities can be employed at the same
wages and have a benefit package that is the same as those who don't have disabilities; and
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WHEREAS, on April _, 2005 the County conducted a public hearing, following
publication of notice of that public hearing at least 10 days before the hearing was held, for the
purpose of receiving public comment on this proposed Agreement between the County and
Orange Enterprises; and
WHEREAS, at that public hearing information was provided by or on behalf of Orange
Enterprises as follows:
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1. Orange Enterprises projects that it will be able to maintain support and revenue in
amounts in excess of expenses including the payment of the principal component of debt service;
2, Orange Enterprises projects the following with respect to total employees, County
resident employees, number of disabled employees, new jobs for disabled employees and new
,jobs for' non-disabled employees through the end of'the County fiscal year ending July 1, 2010:
Summary of Employment Projections
2004- 2005- 2006- 2007- 2008- 2009-
2005 2006 2007 2008 2009 2010
Employees 201 225 240 249 250 271
O,C. 157 166 181 193 199 203
Residents
# of 149 164 172 178 183 188
Disabled
Employees
New .Yobs 13 11 8 9 8 8
For
Disabled
New .lobs 3 9 7 6 9 9
for Non-
Disabled
Employees
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3. All Orange Enterprises staff are paid at or above the living wage as determined by
the County, All other employees are paid at commensurate wages (wages based on ability as
compared to workers without disabilities);
4. Orange Enterprises will begin an "affirmative enterprise" wherein persons with
disabilities are employed at the same wages and have a benefit package that is the same as those
who don't have disabilities;
5. Orange Enterprises will purchase the property known as Building Lot # 2 located
at 348 Elizabeth Brady Road, Hillsborough, Orange County, North Carolina for the sum of
$950,000 and will invest approximately $.300,000 for upfit and improvements to the building so
that it can be used as Orange Enterprises' operation center and place of business;
6. Orange Enterprises presently contracts with National Industries for the Severely
Handicapped (NISH), anon-profit organization specializing in federal contract bids, for jobs and
anticipates contracting with the division of National Industries for the Severely Handicapped that
develops products (for example, picture frames, air gauges for plane tires, first aid kits, belts for
military uniforms, protective suits for use in war areas against chemical warfare and other
products) that can be manufactured in the new Orange Enterprises facility resulting in the
employment of County residents; and
WHEREAS, the County, by resolution on this day, makes the determination that
contributions that it will make as provided in this Agreement will aid and encourage the location
of manufacturing enterprises and business prospects for residents of the County and particularly
for disabled residents of the County the totality of which will have the effect of providing
employment and improved quality of life for' those served by Orange Enterprises and reducing
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the cost to the citizens of the County, the State of North Carolina and the United States in any
number of public assistance programs; and
WHEREAS, the total increase in employment that will be provided by Orange
Enterprises with the expanded facilities together with the availability to the County, for other
public purposes, of the present Orange Enterprises facility owned by the County are singularly
and together adequate consideration to Orange County for the payments made by the County
under this Agreement.
WITNESSETH:
In consideration of the payment by the County to Orange Enterprises of the following
building support and operational support, Orange Enterprises agrees to perform its obligations in
accordance with the terms of this Agreement. If; however, there shall be any default in any of the
covenants, terms or conditions contained in this Agreement or any other agreement made a part
of this Agreement and such default is not cured within ninety (90) days after written notice, then
and in any of such events, without further notice, the Premises, more particularly described as
follows:
[Legal Description Here]
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shall revert to and become the sole property of the County. In the event of an uncured default and
in response to the County demanding that it do so, Orange Enterprises agrees to convey the
Premises by North Carolina warranty deed with such title exceptions as exist on the date of the
recordation in the Office of the Orange County Register of Deeds of this Agreement, to Orange
County, North Carolina, This requirement that Orange Enterprises convey the Premises to the
County in the event of a default under this Agreement shall be one that is specifically
enforceable by the courts of North Carolina.
2. The County shall provide the following building support and operational support
to Orange Enterprises:
Year Building Support Operational Support
2004-2005 $525,000 $43,175
2005-2006 $100,000 $73,175
2006-2007 $100,000 $73,175
2007-2008 $100,000 $73,175
2008-2009 0 $63,175
2009-2010 0 $53,175
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3. Orange Enterprises shall purchase the Premises for the sum of $950,000 and make
the necessary improvements to the Premises in the amount estimated to be $300,000 in order to
improve and upfit the Premises to accomplish the other obligations of Orange Enterprises as
contained in this Agreement. The Premises maybe subjected to a deed of trust in favor of a
commercial lending institution in an amount not to exceed $440,000 BUT NO OTHER without
the written consent of the County.
4. Orange Enterprises agrees to insure the Premises for its replacement value, pay all
taxes, assessments, utilities and other charges on the property and keep the property at ali times
properly maintained as specifically provided in pazagraph 7 of this Agreement.
5. Orange Enterprises makes the following additional representations as an
inducement to and the basis for its undertakings and the County's agreement to provide the
building support and operational support as provided herein. These representations are covenants
and the failure of Orange Enterprises to comply and remain in compliance with them constitutes
an event of default under this agreement:
(i) Orange Enterprises is a corporation duly incorporated under the laws of
and is in good standing in the State of North Carolina, is authorized to do business in North
Carolina and has the power to enter into this Agreement and by proper corporate action has been
duly authorized to execute and deliver this Agreement;
(ii) neither the execution and delivery of this Agreement, the consummation
of the transactions contemplated hereby, nor the fulfillment of compliance of the terms and
conditions of this Agreement, conflict with or result in a breach of any of the terms, conditions or
provisions of any corporate restriction or any agreement or instmment to which Orange
Enterprises is now a pazty or by which it is bound, or constitute a default under any of the
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foregoing, or result in the creation or imposition of any lien, charge or encumbrance of any
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nature whatsoever upon the Premises, except as provided in this Agreement, under the terms of
any instrument or agreement;
(iii) Orange Enterprises agrees to operate the Premises in order to provide
employment as follows:
2004- 2005- 2006- 2007- 2008- 2009-
2005 2006 2007 2008 2009 2010
Employees 201 225 240 249 250 271
O.C. 157 166 181 193 199 203
Residents
# of 149 164 172 178 183 188
Disabled
Employees
New .lobs 13 11 8 9 8 8
For
Disabled
New Jobs 3 9 7 6 9 9
for Non-
Disabled
Employees
in order to serve adults with developmental disabilities, students with developmental disabilities,
adults and students with mental illnesses, leazning and emotional disabilities, substance abuse
disabilities, physical disabilities and individuals in the Work First Program;
(iv) Orange Enterprises will pay all of its staff a living wage as determined by
Orange County from time to time and will pay or cause to be paid those persons it serves at a
commensurate wage (a wage based on ability as compared to workers without disabilities);
(v) Orange Enterprises agrees to operate as an "affirmative enterprise" such
that persons with disabilities can be employed at the same wages and have a benefit package that
is the same as those that don't have disabilities,.
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6. Orange Enterprises will convey to Orange County an assignable, perpetual
Conservation Easement extinguishing all development rights in as much of the Premises as is
located in the flood hazard area of the Eno River as detern~ined by a survey of the Premises.
Orange Enterprises agrees to grant no easements to the Premises other than the Conservation
Easement described here and an access easement for ingress, regress, egress and for utility
purposes to the owner of the adjoining property containing Building Number # 1 as shown on
Exhibit A hereto without first obtaining the prior written consent of the County.
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Orange Enterprises agrees that it will, at its own expense (i) keep the Premises in
reasonably safe condition and (ii) keep the building and all other improvements forming a part of
the Premises in good repair and in good operating condition, making from time to time all
necessazy repairs thereto (including external and structural repairs) and renewals and
replacements thereof, Orange Enterprises may, also at its own expense, make from time to time
any additions, modifications or improvements to the Premises it may deem desirable for' its
business purposes that do not adversely affect the structural integrity of any buildings or
structures located on the Premises or substantially reduce the value of the Premises; provided
that all such additions, modifications and improvements to the Premises shall be located wholly
within the boundary lines of the Premises. All such additions, modifications and improvements
so made shall become a part of the Premises; provided that any item of personal property,
machinery, equipment, furniture or fixture installed by Orange Enterprises for its business
purposes which does not constitute a part of the Premises, may be removed by Orange
Enterprises at any time and from time to time; and provided further, that any damage to the
Premises occasioned by such removal shall be repaired by Orange Enterprises at its own
expense. Orange Enterprises will not permit any mechanics' lien, security interest or other
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encumbrance to remain against the Premises for labor or materials furnished in connection with
any additions, modifications, improvements, repairs, renewals or replacements so made by it;
provided, that if Orange Enterprises shall first notify the County of its intention so to do, Orange
Enterprises may in good faith contest any mechanics' or other liens filed or established against
the Premises, and in such event may permit the item so contested to remain undischarged and
unsatisfied during the period of such contest and any appeal therefrom unless the County shall
notify Orange Enterprises that, in the opinion of independent counsel, by nonpayment of any
such items, title to the Premises will be materially endangered or the Premises or any part thereof
will be subject to loss or forfeiture, in which event Orange Enterprises shall promptly pay and
cause to be satisfied and discharge all such unpaid items.
Orange Enterprises releases the County from and covenants and agrees that the
County shall not be liable for, and to indemnify and hold the County harmless against, any loss
or damage to property or any injury to or death of any person occurring on or about or resulting
from any defect in the Premises or improvements located on the premises provided, that this
indemnity shall not be effective for damages that result from negligence or intentional acts on the
pazt of the County.. To this end, Orange Enterprises will provide for and insure not only its own
liability in respect of these matters but also the liability herein assumed.
8 The following shall be "events of default" under this Agreement and the terms
"event of default" or "default" shall mean, whenever they are used in this Agreement, any one or
more of the following events:
(i) Failure by Orange Enterprises to observe and perform any covenant,
condition or agreement on its part to be observed or performed which failure continues for a
period of ninety (90) days after written notice, specifying such failure and requesting that it be
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remedied, given to Orange Enterprises by the County, unless the County shall agree in writing to
an extension of such time prior to its expiration, or if the default be of a nature that it is not
reasonably susceptible to being cured within ninety (90) days, the time to cure maybe extended
by the County so long as Orange Enterprises is diligently attempting to cure such default. The
County shall not unreasonably withhold agreement to extend the time period to cure.
(ii) The dissolution or liquidation of Orange Enterprises or the filing by
Orange Enterprises of a voluntary petition in bankruptcy, or failure by Orange Enterprises
promptly to lift any execution, garnishment or attachment of such consequence as will impair its
ability to carry on its operations at the Premises, or the commission by Orange Enterprises of any
act of bankruptcy, or adjudication of Orange Enterprises as a bankrupt, or assignment by Orange
Enterprises for the benefit of its creditors, or the entry by Orange Enterprises into an agreement
of composition with its creditors, or the approval by a court of competent,jurisdiction of a
petition applicable to Orange Enterprises in any proceeding for its reorganization instituted under
the provisions of the Bankruptcy Act, as amended, or under any similar act which may hereafter
be enacted. The term "dissolution or liquidation of Orange Enterprises," as used in this
subsection, shall not be construed to include the cessation of the corporate existence of Orange
Enterprises resulting either from a merger or consolidation of Orange Enterprises into or with
another corporation, provided the merged or consolidated entity continues to perform those
covenants, conditions and teens of this Agreement required of Orange Enterprises..
The foregoing provisions of this Paragraph are subject to the following limitations: If by
reason of force majeure Orange Enterprises is unable in whole or in part to carry out its
agreements on its part herein contained, Orange Enterprises shall not be deemed in default
during the continuance of such inability. The term "force majeure" as used herein shall mean,
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without limitation, the following: Acts of God, acts of public enemies, orders of any kind of the
govenunent of the United States or of North Carolina or any of their departments, agencies, or
officials, or any civil or military authority, insurrections, riots, epidemics, landslides, lightning,
earthquake, fire, hurricanes, storms, floods, washouts, droughts, azrests, restraint of government
and people, civil disturbances, explosions, breakage or accident to machinery, partial or entire
failure of utilities, or any other cause or event not reasonably within the control of Orange
Enterprises. Orange Enterprises agrees, however, to remedy with all reasonable dispatch the
cause or causes preventing Orange Enterprises from carrying out its agreements.
In the event Orange Enterprises should default under any of the provisions of this
Agreement and the County should employ attomeys or incur other expenses for the enforcement
of performance or observance of any obligation or agreement on the pazt of Orange Enterprises
herein contained, Orange Enterprises agrees that it will, on demand therefor, pay to the County
the reasonable fee of such attomeys and such other expenses so incurred by the County..
In the event any provision contained in this Agreement should be breached by either
party and thereafter waived by the other party, such waiver shall be limited to the particular
breach so waived and shall not be deemed to waive any other breach hereunder.
10. Consider adding here an option to purchase the Premises in favor of the County
for some sum not exceeding $950,000 in the event Orange Enterprises EVER ceases to do
business as a Community Rehabilitation Program creating employment opportunities for adults
with developmental disabilities, students with developmental disabilities, adults and students
with mental illnesses, learning and emotional disabilities, substance abuse disabilities, physical
disabilities and individuals in the Work First Program,
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11. All notices, certificates or other communications hereunder shall be sufficiently
given and shall be deemed given when mailed by registered mail, postage prepaid, addressed as
follows: If to the County, at Orange County, North Carolina, Office of Purchasing and Central
Services, Post Office Box 8181, Hillsborough, North Carolina 27278, Attention of Purchasing
Director; if to Orange Enterprises, at
The County and Orange
Enterprises may by notice given hereunder, designate any further or different address to which
subsequent notices, certificates or other communications shall be sent.
12. This Agreement shall inure to the benefit of and shall be binding upon the
County, Orange Enterprises and their respective successors and assigns, subject, however, to the
limitations contained herein,
13. In the event any provision of this Agreement shall be held invalid or
unenforceable by any court of competent jurisdiction, such holding shall not invalidate or render
unenforceable any other provision hereof
14. Except as otherwise provided in this Agreement, it may not be effectively
amended, changed, modified, altered or terminated without the written consent of the County and
Orange Enterprises.
15. This Agreement maybe executed in several counterparts, each of which shall be
an original and all of which shall constitute but one and the same instrument.
IN WITNESS WHEREOF the County and Orange Enterprises have caused this
agreement to be executed in their respective corporate names and attested by their duly
authorized officers, all as of the date first above written,
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ATTEST:
By:
Donna S. Baker, Clerk to the
Board of Commissioners
By:
ATTEST:
By:
Secretary
NORTH CAROLINA
ORANGE COUNTY
ORANGE COUNTY, NORTH CAROLINA
By:
Moses Carey, Ir,, Chair,
Board of Commissioners
ORANGE ENTERPRISES, INC.
President
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I, , a Notary Public of the County and State aforesaid,
certify that Donna S. Baker personally came before me this day and acknowledged that she is
Clerk to the Board of Commissioners for Orange County, North Carolina and that by authority
duly given and as the act of said County, the foregoing instrument was signed in its name by the
Chair of said Board of Commissioners and attested by her as Clerk to said Board of
Commissioners.
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Witness my hand and official stamp or seal, this the
My commission expires:
NORTH CAROLINA
ORANGE COUNTY
day of
Notary Public
18
2005.
I, , a Notary Public of the County and State aforesaid,
certify that personally came before me this day and
acknowledged that he/she is of Orange Enterprises, Inc. and
acknowledged, on behalf of Orange Enterprises, Inc., the due execution of the foregoing
instrument.
Witness my hand and official stamp or seal, this the
My commission expires:
day of , 2005..
Notary Public
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