HomeMy WebLinkAboutAgenda Abstract for Joint Meeting Discussion Items 1
ORANGE COUNTY BOARD OF COMMISSIONERS
CARRBORO BOARD OF ALDERMEN
JOINT MEETING
AGENDA ITEM ABSTRACT
Meeting Date: October 25, 2018
SUBJECT: Joint Meeting Discussion Items
DEPARTMENT: County Manager/Town
Manager/Town
Planning/County Asset
Management Services/County
Library/County Housing &
Community Development/
Town Economic & Community
Development/County
Economic Development
ATTACHMENT(S): INFORMATION CONTACT:
As noted in "Background" section Bonnie Hammersley, 245-2300; David
Andrews, 918-7315; Travis Myren, 245-
2300; Trish McGuire, 918-7327; Lucinda
Munger, 245-2528; Jeff Thompson, 245-
2625; Sherrill Hampton, 245-2490; Annette
Stone, 918-7319; Steve Brantley, 245-2325
PURPOSE: To discuss topics of mutual interest between the governing boards of Orange
County and the Town of Carrboro.
BACKGROUND:
1. "The 203 Project" Update and Discussion
In October 2017, the Board of Orange County Commissioners and the Carrboro Board of
Aldermen approved the Development Agreement associated with the development of a
building on Carrboro owned property located at 203 South Greensboro Street in
Carrboro. The building is contemplated to house the Orange County Southern Branch
Library, the Carrboro Recreation and Parks Department, The ArtsCenter, and other uses.
Construction of the facility will be managed by the Town. Both Boards have received
information updates as the design and development process has progressed in 2018.
Perkins + Will, the project architect, has conducted several public input sessions on the
vision and programming of the 203 Project and has developed a schematic design that
has been presented to both Boards. This design was based upon extensive public input
over the summer months, as well as from a joint stakeholder group consisting of staff
members of Carrboro, Orange County, and The Arts Center. This process has also
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framed the development of shared spaces within the overall building program (a desire
within the Development Agreement), operational efficiencies, and space planning
options that can be mutually supported.
Representatives from Perkins + Will as well as Town and County Staff will be present to
assist in the Boards' discussion of the schematic design, feedback, and potential next
steps.
Staff will provide any other information at the meeting, and the governing boards can
discuss issues related to this item as necessary.
Attachment la — Executed Development Agreement
Attachment lb — "The Commons"Schematic Design Overview
SOCIAL JUSTICE IMPACT: There are no Orange County Social Justice Goals
applicable to this item.
2. Affordable Housing Update
Attachment 2a provides information from the Town of Carrboro on this item. Attachment
2b provides information from Orange County on this item. Staff will provide any other
information at the meeting, and the governing boards can discuss issues related to this
item as necessary.
Attachment 2a —Affordable Housing Goals and Strategies
Attachment 2b — County Affordable Housing Efforts Summary
SOCIAL JUSTICE IMPACT: The following Orange County Social Justice Goal is
applicable to this 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.
3. Economic Development
a) Development Opportunities in Carrboro
A report is attached on the Town of Carrboro's primary economic development
activities which describes each project, current status and estimated tax value for the
following:
➢ South Green
➢ Lloyd Farm
➢ Shelton Station
➢ Hilton Garden Inn — East Main Street
➢ Old N.C. 86 (light manufacturing/flex space)
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Planning staff from the County & Town will meet to discuss a joint planning process
that could address development potential for the Highway N.C. 54 West parcels, and
the Old N.C. 86 property.
Staff will provide any other information at the meeting, and the governing boards can
discuss issues related to this item as necessary.
Attachment 3a — Development Opportunities in Carrboro
SOCIAL JUSTICE IMPACT: The following Orange County Social Justice Goal is
applicable to this 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.
b) Joint Collaboration to Promote Tourism, the Arts & Small Business Growth
Economic development collaboration between Orange County & the Town of
Carrboro over the past year has included several positive initiatives to promote the
expansion and retention of locally owned businesses, and promotion of tourism and
the arts. Those activities will remain a primary focus for the Town and County
economic development staff to pursue and expand for the current fiscal year. New
initiatives will include closer communication regarding the sharing of real estate
listing for available retail and office space, more joint County/Town visits with local
businesses, and increased consideration of potential collaboration for joint marketing
and advertising resources.
(1) Support for Locally Owned Small Businesses — Examples of Collaboration
• Orange County Economic Development staff visited with 42 Carrboro-
based companies in the past year as part of the national Small Business
Week annual observance on April 30th. County staff also joined with
Carrboro economic developer Annette Stone on June 25th to address the
Carrboro Business Alliance to discuss the County's small business loan &
grant assistance program, and the Town's business loan programs.
• Orange County Economic Development awarded small business grants
totaling $26,500 to five (5) local Carrboro businesses, as follows:
Carrboro Community Acupuncture $5,000
➢ Carrboro Plumbing $10,000
➢ Carrboro Massage Therapy $1,500
➢ Pilot Mission LLC DBA PlaneLogiX $4,500
➢ Arete Float Tank $5,000
(2) Tourism Promotion — Examples of Collaboration
• The Orange County Visitors Bureau's promoted Music Fest in online social
media.
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• Visitors Bureau supported ArtsCenter Carrboro with a $2,500 marketing
sponsorship.
• Visitors Bureau staff successfully worked with editors of OUR STATE
magazine to create a feature story on Carrboro in the November 2018
edition.
• Production of visitor materials: Carrboro street map and correlating
restaurants on Visitor Map which was recently produced by Visitors Bureau
staff.
• Visitors Center staff makes daily referrals to Carrboro restaurants through
the walk-in Visitors Center's daily guests who visit the County's 501 W.
Franklin Street Center.
• Carrboro's hospitality industry was featured in the 2019 Official Visitor
Guide, went to press in December, with the completion of 40,000 editions
in January 2019 to be used at RDU Airport and throughout the Triangle.
• Successful advertising of Carrboro's breweries during Beer Month
promotions.
• Carrboro's Hampton Inn was represented at several national meeting
planner trade shows attended by Visitors Bureau's staff.
• Client gifts purchased by the Visitors Bureau for VIPS were purchased at
Cameron's
• Public relations support was provided through media contacts on news
such as construction, round-about timetable, Orange County Southern
Branch Library, and Shelton Square.
• Mercato Restaurant was chosen by the Visitors Bureau as an ideal farm-to-
fork restaurant using locally sourced products in the Farm to Fork
promotional video with the N.C. Department of Agriculture, led by Duarte
Morais. Video production will begin in November.
• Music Fest organizer Jackie Helvey was featured on the Visitor Bureau's
weekly "This is Tourism" on WCHL radio with Ron Stutts, amplifying the
Music Fest and Carrboro's overall vibe.
• Photo shoots have taken place in Carrboro, from the Visitors Bureau photo
team, and for use in publication and online. New to the photo library are
images of Carr Mill Mall, Weaver Street Lawn, Elmo's, West Carrboro,
Hampton Inn hotel and adjoining shops; and along East Main Street.
• Tourism staff has a strong relationship with economic development director,
Annette Stone, who sits on the Visitors Bureau's advisory board, and Town
and County staff meet regularly. In addition, Mayor Lydia Lavelle is on the
Visitors Bureau board and provides important updates on an ongoing basis.
(3) Arts Promotion — examples of collaboration
The Orange County Arts Commission (OCAC) office awarded $19,446 (or
about 30% of total available funds) to support Carrboro-based projects and
programs during the 2018-19 Grants Cycle, to include:
• 50% of funds were used for youth-based programs geared towards
increasing in-school and after-school access to the arts.
• 30% of funds went to Carrboro artists for them to pursue community based
programs and professional development opportunities.
• 20% of funds went to support the operations expenses of Carrboro-based
arts organizations.
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Artists and organizations that either reside in Carrboro or serve Carrboro youth
were awarded art grant funds, to include:
• The ArtsCenter
• The Art Therapy Institute
• Boomerang Youth
• Carrboro Elementary School PTA
• Chapel Hill-Carrboro Public School Foundation
• Ben Hamburger
• Salome McNutt
• Musical Empowerment
• Renzo Ortega
• Nancy Smith
• The Women's Theatre Festival
Additional joint projects between the OCAC and Carrboro included the
following:
• The Walls We Build: This Triangle-wide project was an artist response to
social justice and current political division. It took place in June of 2018 and
featured art exhibits throughout the Triangle corresponding with each
community art walk. The Orange County Arts Commission was an
underwriter of this project through the 2017-18 grant cycle; participating
Carrboro venues included The Guest Room, The ArtsCenter, Framer's
Corner, and Town of Carrboro Century Center.
• ArtSparks! This program underwritten by the OCAC allowed The ArtsCenter
to work with local community organizations to distribute free to tickets to
family-based performances as part of the 2017-18 Season. Approximately
400 free tickets were distributed through local organizations serving at-risk
populations.
• Frederick Douglas Bicentennial Celebration: This county-wide event took
place throughout Orange County and featured readings, panel discussions,
and performances over several months. Both the OCAC and the Town of
Carrboro participated in the initiative, as well as The ArtsCenter.
Staff will provide any other information at the meeting, and the governing boards
can discuss issues related to this item as necessary.
No Attachments
SOCIAL JUSTICE IMPACT: The following Orange County Social Justice Goals are
applicable to this 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.
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c) Article 46 Funding
An overview of Article 46 expenditures to date, and for Fiscal Year 2018-19, showing
the uses of the County's 1/4 cent sales tax revenues to fund various economic
development programs is attached.
Staff will provide any other information at the meeting, and the governing boards can
discuss issues related to this item as necessary.
Attachment 3c—Article 46 Sales Tax Charts
SOCIAL JUSTICE IMPACT: The following Orange County Social Justice Goals are
applicable to this 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.
FINANCIAL IMPACT: There is no direct financial impact associated with discussion of these
topics. There are no action items requiring formal decisions.
RECOMMENDATION(S): The Managers recommend the governing boards discuss the topics
listed and provide appropriate direction to the respective staffs.
STATE OF NORTH CAROLINA
COUNTY OF ORANGE
DEVELOPMENT AGREEMENT REGARDING
SOUTH GREENSBORO STREET PROPERTY
BY AND BETWEEN
THE TOWN OF CARRBORO,NORTH CAROLINA
AND
THE COUNTY OF ORANGE,NORTH CAROLINA
TH15 DEVELOPMENT AGREEMENT (the "Agreement"), made and entered into
this r day of OFO- A-WR , 2017, by and between the TOWN OF CARRBORO, a
North Carolina municipal corporation, hereafter referred to as the "Town", and THE COUNTY
OF ORANGE, a North Carolina county, hereafter referred to as the "County". Collectively,
the Town and the County are sometimes referred to in this Agreement as the"Parties".
W I TNESETH:
WHEREAS, the County and the Town have desired to investigate and pursue the
development of an Orange County Southern Branch Library to be operated by the County and
located in downtown Carrboro;and
WHEREAS, the Town owns an approximately 0.88 acre parcel of land in Carrboro
known as 203 South Greensboro Street and identified by Orange County parcel identification
Number 9778-85-7932 (hereinafter, the "Property", illustrated in Exhibit A) which the Town
acquired in April 2013 for a purchase price of Six Hundred Thousand Dollars ($600,000.00); and
WHEREAS, the Town has conducted facilities needs studies to determine and forecast
the Town's current and future needs for facilities to house Town administrative operations and
offices; and
WHEREAS, the Town and the County have each determined that they may each derive
benefits for themselves and for the residents of the Town and the County if they can
cooperatively plan and develop a facility (the "Facility") to house the Orange County Southern
Branch Library and Town administrative offices, with potential for also accommodating other
compatible uses if space and financing considerations make such collocation feasible;and
WHEREAS, the County and the Town desire to establish terms pursuant to which they
will cooperatively proceed with the planning, financing and development of the Property for
joint use as a County library and Town administrative offices, and associated parking
garageldeck facilities (collectively, all proposed improvements to the Property may be referenced
to as the"Facilities"); and
WHEREAS, the Property is appropriately zoned for the use proposed for the project,
except that, in order for the County and the Town to construct and operate the Facility at the Site,
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certain zoning text amendments, administrative modifications and/or binding interpretations
must be made pursuant to the Town's Land Use Ordinance so that all local government permits
for the project can be issued; and
WHEREAS, the Town is authorized to enter into this contract pursuant to, inter alia, the
North Carolina General Statutes ("N.C.G.S,") 160A-16, and the County is authorized to enter
into this contract pursuant to, inter alia, North Carolina General Statutes 153A-11, et seq., and
the Town's Board of Aldermen and the County's Board of County Commissioners have each
determined that it is in the best interests of their citizens to do so.
NOW, THEREFORE, in consideration of the mutual promises and covenants contained
herein and for other good and valuable consideration, the receipt and sufficiency of which is
hereby acknowledged, the Town and the County intending to be legally bound do hereby agree
as follows..
ARTICLE I
Definitions
(a) "Agreement"shall have the meaning set forth in the preamble.
"County"means Orange County,North Carolina.
"Common Area" means portions of the Facilities constructed on the Property (but
not the land itself)that are necessary for the Parties to function as occupants of the space.
Common areas include but are not limited to stairwells, emergency egress areas, building
lobbies, elevator services, restroom facilities, and equipment rooms housing electric,
mechanical and other building systems.
"Condominium" means the designation of portions of the Property for separate
ownership and the remainder of which is designated for common ownership solely by the
owners of those portions, consistent with Chapter 47C of the North Carolina General
Statutes.
"Condominium documents" means the declaration of covenants and restrictions
governing the condominiums proposed for the Property, including the description and
delegation of rights and obligations of the Town, the County and any other potential
condominium owner regarding access to and use of parking spaces, common areas and other
common elements described in such documents. These documents also include the
organizational and operating documents that will guide the condominium association
regarding the operation, maintenance,and other business associated with the Property.
"Development" means the planning, design and construction by the Town and the
County of the Facilities on the Property.
"Development Permit" means a building permit, zoning permit, subdivision
approval, special or conditional use permit, variance, or any other official action
of Local Government having the effect of permitting the development of the
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Property.
"Development Standards" means the standards for Development set forth in the
Town's Land Use Ordinance.
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"Facility"or"Facilities" shall have the meaning set forth in the recitals.
"Governing Body" means, with respect to the Town, the Board of Aldermen, and
with respect to the County,the Board of County Commissioners.
"Gross floor area" as used in this Agreement means the area of space within the
building to be constructed on the Property occupied by each party to this
Agreement, plus the proportional share of Common Areas attributable to each
party (i.e., Common Areas shall be apportioned between the parties in proportion
to the amount of"gross floor area"each occupies in the building). The proportion
of "gross floor area" occupied by each party shall be finally calculated upon
completion of the construction plans for the building and parking deck to be
constructed on the Property, and a written schedule (following in principle the
Elements of Value Exhibit C) signed by each party shall be attached to this
Agreement as an Addendum at that time.
"Land Development Regulations" means the Town's Land Use Ordinance
("LUO") and/or those ordinances and regulations enacted by the Town for the
regulation of any aspect of development and includes zoning, subdivision, or any
other land development ordinances.
"Laws" means all ordinances, resolutions, regulations, comprehensive plans, land
development regulations, policies, and rules adopted by the Town affecting the
development of the Property, and includes laws governing permitted uses of the
property, density, design, and improvements.
"Local Government"shall mean the Town of Carrboro,North Carolina.
"N.C.G.S."means the North Carolina General Statutes.
"NCDEQ" means the North Carolina Department of Environmental Quality.
"NCDOT"' means the North Carolina Department of Transportation.
"Project" means the planning, design and construction of an approximately
65,000 gross square foot building, site improvements, and associated parking
spaces and/or structure with adequate capacity for the Project. Project
characteristics will include sustainable design and operation elements consistent
with the adopted facility development principles of the Board of Orange County
Commissioners attached as Exhibit B. The Parties also agree to incorporate the
principles of value engineering during the design and construction process,
thereby ensuring efficient design and use of both the initial construction capital
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and ongoing operations capital. It is anticipated that upon completion of the
Project, the parties may convert the Facilities to a condominium form of
ownership to be governed by covenants adopted by mutual agreement of the
Parties.
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"Public facilities" means the major capital improvements, including, but not
limited to, transportation, sanitary sewer, solid waste, drainage, potable water,
educational,parks and recreational, and health systems and facilities.
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"Schematic Design Acceptance" means the point in time defined by the mutual
acceptance of both the Town and County governing boards of the final Schematic
Design offered by the Designer of the Project.
"Shared Areas" are areas exclusive to a condominium owner that may be
reasonably offered for use by other Parties according to a mutual agreement.
"Town"means the Town of Carrboro,North Carolina.
"Upfit costs" means the cost of interior finishes of space in the building to be
constructed on the Property such as, but not necessarily limited to, floor finishes
and carpets, wall treatments, electric outlets and fixtures, plumbing fixtures, and
furnishings.
ARTICLE H
Description of Development Agreement
A. Legal Description;Property Owners. A map and the legal description of the
Property are contained in Exhibit A. The Town is the owner of the Property.
B. Permitted Uses. The uses permitted on the Property, including population
densities and building types, intensities,placement on the Site and design, are
controlled by the applicable zoning designation for the Property under the
Town's Land Use Ordinance("L'UO").
C. Public Facilities. The following public facilities will service the Development:
1. Off-Site Infrastructure: The Property is served by public water and
sanitary sewer(Orange Water and Sewer Authority). The Property is also
served by public roads under NCDOT jurisdiction and Town jurisdiction,
and by storm water services administered by the Town.
2. On-Site Infrastructure: The Town and the County shall cooperate with
respect to the design of the Facilities, including the planning and
development of any onsite infrastructure necessary for the construction,
use and operation of the Facilities at the Property in accordance with the
terms of this Agreement..
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D. Development Standards. The Project shall be subject to the Town's policies and
procedures regarding standards of development, as set forth in the Town's Land
Use Ordinance.
ARTICLE III
Parties'Responsibilities
A. The Parties' agree to negotiate and enter into such other agreements as may be
necessary or appropriate to facilitate the financing and construction of the Project. "
The Parties intend that upon substantial completion of construction, they may
convert ownership of the Facilities to be constructed on the Property pursuant to
this Agreement to a condominium form of ownership to be governed by mutually
agreed upon covenants.
B. The County and the Town, in accordance with applicable laws pertaining to
public construction projects, will undertake to select a designer for the Project.
The Town and the County will provide four (4) persons each to serve on the
designer evaluation and recommendation Committee. The County elected Board
will approve two preferred designers recommended by the Committee and will
refer these designers to the Town elected Board for the final selection of the
Designer. The Town and the County will work together with the selected
designer to prepare the necessary local government permit application(s) for the
Project. The design of the Facilities shall be mutually agreed upon by the Parties.
The County and Town will bear the costs for the preparation of schematic design
drawings in accordance with Article IV.A of this agreement. The Town will be
responsible for contracting for the designer and related professional services
providing preliminary information that inures to the design of the Project
C. The Town, as Owner of the Property, will be primarily responsible for
procuring all necessary development approvals for the Project to permit the Orange
County Southern Branch Library on the Building's lower floors,the proposed uses
on the upper floors as described herein and the required associated parking. The
County will support the Town's efforts to secure the necessary permits.
D. Provided the Town approves and issues all necessary development permits for the
Project, the Parties will coordinate to complete construction drawings for the
Project.
E. The Town, in accordance with applicable laws pertaining to public construction
projects, will enter into contract(s) for development of the construction
documents for the Project.
F. Upon approval of the construction documents and issuance of the necessary
permits (the 'Building Permit(s)"), the Town will at a time reasonably agreed
between the Parties begin construction of the Project.
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G. The Parties will Finance their respective shares of the Project costs according to
Exhibit C—Elements of Value. The Town will arrange for construction Financing of its
proportional share of the Project costs {based on Exhibit , subject to Local Government
Commission approval of the financing plan.The County shall finance its proportionate share
of the Project costs (based on Exhibit C) in such manner as may be determined by the
County.
H. The Town will contract with all necessary design, engineering and construction
Firms for any environmental remediation work required by NCDEQ. The Town
is solely responsible for the cost of such environmental remediation work for
remediation of any conditions existing on the Property at the time of or prior to
the day and date first set out above.
I. The Town will contract with professionals for the construction of the Project,
using a legally permitted construction delivery method. Upon completion, the
Facilities, including the Building and structured parking, shall be subject to
a new condominium declaration with terms mutually agreed upon by the Town
and the County, pursuant to which the County will acquire a fee simple
condominium interest in the assigned parking areas and the Orange County
Southern Branch Library.
J. The Town will enter into a construction contract for the work.
K. The Town has historically provided support for the McDougle branch library and
the Cybrary. As part of the Project, the Town will provide, in lieu of its historical
support of the McDougle branch library and the Cybrary, a single mode dark Fiber
optic continuous physical path consisting of a single strand of fiber connecting a
County specified demarcation location inside the Branch Library to an MCNC
NCREN point of presence located on the University of North Carolina Chapel
Hill (UNCCH)campus. Use of this path by the County may be terminated by the
Town with a minimum of six (b) months written notice to the County, but only in
the event that UNCCH notifies the Town of UNCCH's intention to terminate its
agreement with the Town pursuant to which the Town has access to the dark fiber
path on the UNCCH campus. At the time of such termination, the parties agree to
negotiate in good faith an agreement regarding the Town providing substitute
service to the Library. The Town will also provide the County access to the
Town's multi-strand dark fiber optic network giving the County potential
interconnectivity to the University of North Carolina Chapel Hill campus,
OWASA, CHCCS, Town of Chapel Hill and other locations within and near the
Town. The Town will pay the capital cost of the infrastructure improvements
necessary to provide access to the single mode dark fiber optic path described in
this paragraph (estimated to be approximately$70,000.00).
L. The Parties agree that the Town shall have the right in its sole discretion to lease,
or subdivide and convey title to, those portions of the Property and any
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improvements thereon which are not conveyed to the County for use as parking
spaces and the Orange County Southern Branch Library.
M. As contemplated by this agreement, upon completion of construction the building
and parking garage shall be converted to condominium ownership,with the Town
and the County each owning condominium interests in building space and
associated parking spaces. This includes parking spaces in any constructed
parking structure and ground spaces. As part of the condominium arrangement,
the parties will also have an undivided interest in the Common Areas designated
on the final plans, and which Common Areas will be subject to the rules, rights
and responsibilities established in the condominium documents. The parties agree
that the conversion of spaces in the parking deck to condominium ownership will
include in the condominium documents language establishing appropriate
easements for ingress, egress and access to and between the public right-of-way
and all parking spaces and establishing rules and regulations concerning use,
management and maintenance of parking spaces. The parties agree that in the
event on-site parking spaces are constructed as part of the project an adequate
number of on-site parking spaces will be owned and paid for by the County shall
be available for use by Library patrons during normal Library operating hours.
This number of spaces will be determined during the permitting and design of the
project. These spaces will be made available to the Town while the Library is
closed. All parking spaces will be considered flexible in use by both the Town
and County so as to not cause unreasonable restrictions supporting Facility use by
either the Town or County. The parties understand and agree that the Town will
police and enforce all parking rules and regulations for the Facility. Moreover, if
either party decides in the future to consider converting their parking spaces to
paid parking, they will, prior to making a final decision to convert their spaces to
paid parking spaces, discuss the issue with the other party. Each party shall be
responsible for managing their condominium units unless the parties mutually
agree otherwise in writing. Each party has the right to protect and isolate its
parking (e.g. gated parking for continued free parking during library hours should
paid parking be otherwise established)for the parties' sole use and interest.
ARTICLE IV
Allocation Of Project Casts
The Parties shall share in the costs of the Project as follows:
A. Pre-development costs, site improvement costs, building design and construction
costs, construction administration costs, financing costs, and contingency costs
shall be shared by the parties in accordance with the Elements of Value attached
as Exhibit C to this Agreement. The parties recognize and agree that some of
these Values and the corresponding level of proportionality may not be finally
established until after the majority of the design work is completed (and after this
Agreement is executed). The parties acknowledge that Exhibit C represents their
general understanding of the cost sharing; however, the parties agree to negotiate
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in good faith the fair and equitable share of all costs associated with this project as
soon as possible after the Schematic Design work is completed. If the parties are
unable to come to an agreement within forty five (45) days after the Schematic
Design Acceptance date (such date of completion to be established by written
notice to the parties from the design professional) then either party may terminate
this agreement by providing ten (10) days advance written notice to the other
party of its intention to terminate this agreement. Upon such termination, each
party shall be responsible for all costs it has incurred in connection with this
project through the date of termination.
B. The County shall pay the cost for the amount of parking deemed required to
support the library facility within the total cost of constructing parking on the
Property. The Town shall be responsible for the balance of the cost of
constructing the parking for the Project. The intent is for the County to pay the
cost for the parking spaces reasonably expected and determined to be associated
with the Orange County Southern Branch Library use. Upon completion of the
work and when the Facilities become operational, the County agrees that the
parking spaces allocated for the Orange County Southern Branch Library use of
the Property shall be available for public parking during hours when the library is
closed.
C. The parties will each be responsible for their own legal and financing expenses
incurred in relation to the Project.
ARTICLE V
Term And Termination
This Agreement shall be effective upon the full execution of the Contracts and shall
continue until completion of the Project unless earlier terminated as provided herein.
This A g re e in e n t shall terminate: (i) at any time by either party within forty five (45)
days after the design professional has confirmed to the parties in writing that the Schematic
Design for the building and parking deck on the Property is substantially completed as set forth
in Article 1V.A above, (ii) at any other time by mutual agreement of the Parties; or (iii)
by the Town, upon the material breach by County of any provision contained herein which
material breach remains uncured by County after the Town provides thirty (30) days advance
written notice of said material breach to County, or (iv) by County, upon the material breach
by the Town of any provision contained herein which material breach remains uncured by the
Town after County provides thirty (30) days advance written notice of said material breach to
the Town.
ARTICLE VI
Conditions Precedent And Contingencies
The Parties understand and agree that there are a number of conditions precedent and
contingencies that will impact their ability to enter into the Contracts for the Project. At a
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minimum, the Parties understand and agree that the following must be resolved to the
County's and the Town's satisfaction:
A. The Town obtaining all Permits, including zoning, conditional/special use
permits, variances, subdivision plats, approvals, permits, easements and licenses
for the Project and the Town grants all necessary Permits which allow for the
County's proposed use of the Property.
B. The County and the Town secure all necessary approvals from their respective
governing Boards or Managers as delegated by their respective Boards to proceed
with the Project at mutually agreed, predefined points during the project (for
example: sizing and elements of exclusive, shared, and common area spaces, the
selection of Designer,schematic design,construction method,etc.).
C. The Town and the County are able to procure suitable financing for their
respective components of the Project. The parties contemplate that upon
completion of construction, the parties may divide the Facilities, or parts thereof,
into condominium units to be owned by the County and the Town, respectively.
The parties acknowledge that these contemplated financing agreements and
transactions may be altered by mutual agreement of the Parties and are or may be
subject to approval of the North Carolina Treasurer, Local Government
Commission.
D. The mutual negotiation and execution of an Environmental Indemnification
Agreement whereby the Town will indemnify the County for any and all
liability, loss, damage, cost and expense (including reasonable attorneys' fees
and expenses) resulting from any `-lazardous. Substance" (as defined below)
existing on or under the Property or originating on the Property and migrating
off-site in violation of applicable Environmental Laws, but only to the extent
that the Hazardous Substance existed at the Property prior to the date of this
Agreement. The Town shall not be liable with regard to any Hazardous
Substances disposed of, placed, or otherwise existing on or under the Property
because of the actions of the County. The County will likewise, and to the
extent permitted by law, indemnify the Town for any and all liability, loss,
damage, cost and expense (including reasonable attorneys' fees and expenses)
resulting from any Hazardous Substances existing on or under the Property or
originating on the Property and migrating off-site in violation of applicable
Environmental Laws that are introduced or placed on the Property, or caused to
migrate off the property, because of the actions of the County. Save and except
any liability resulting from remediation required by NCDEQ which shall solely
rest with the Town, neither Party shall be liable to the other for liabilities, losses,
damages, costs or expenses resulting from the actions of third Parties after the
date on which the County leases or otherwise acquires a legal interest in the
Property.
9
16
"Hazardous Substances" shall mean: (a) those substances included within the
definitions of any one or more of the terms "hazardous materials," "hazardous
wastes," "hazardous substances," "industrial wastes," and "toxic pollutants," as
such terms are defined under the Environmental Laws, or any of them; (b)
petroleum and petroleum products, including, without limitation, crude oil and
any fractions thereof; (c) natural gas, synthetic gas and any mixtures thereof; (d)
asbestos and or any material which contains any hydrated mineral silicate,
including, without limitation, chrysotile, amosite, crocidolite, tremolite,
anthophyllite and/or actinolite, whether friable or non-friable; (e)
polychlorinated biphenyl ("PCBs") or PCB-containing materials or fluids; (f)
radon; (g) any other hazardous or radioactive substance, material, pollutant,
contaminant or waste; and (h) any other substance with respect to which any
Environmental Law or governmental authority requires environmental
investigation, monitoring or remediation. As used herein, the term
"Environmental Laws" shall mean all federal, state and local laws, statutes,
ordinances and regulations, now or hereafter in effect, in each case as amended
or supplemented from time to time, including, without limitation, all applicable
judicial or administrative orders, applicable consent decrees and binding
judgments relating to the regulation and protection of human health, safety, the
environment and natural resources (including, without limitation, ambient air,
surface, water, groundwater, wetlands, land surface or subsurface strata,
wildlife, aquatic species and vegetation), including, without limitation, the
Comprehensive Environmental Response, Compensation and Liability Act of
1980, as amended (42 U.S.C. § 9601 et. seq.), the Hazardous Material
Transportation Act, as amended (49 U.S.C. §§ 5101 et. seq.), the Federal
Insecticide, Fungicide, and Rodenticide Act, as amended (7 U.S.C. § 136 et.
seq.), the Resource Conservation and Recovery Act, as amended (42 U.S.C. §
6901 et seq.), the Toxic Substances Control Act, as amended (15 U.S.C. § 2601
et seq.), the Clean Air Act, as amended (42 U.S.C. § 7401 et. seq.), the
Federal Water Pollution Control Act, as amended (33 U.S.C. § 1251 et. seq),
the Safe Drinking Water Act, as amended (42 U.S.C. § 300f et. seq.), any state
or local counterpart or equivalent of any of the foregoing, and any federal, state
or local transfer of ownership notification or approval statutes. "Release" shall
mean any spilling, leaking, pumping, pouring, emitting, emptying, discharging,
injecting, escaping, leaching, dumping or disposing of any Hazardous
Substances.
E. The negotiation and completion of agreements and documents guiding the
selection of designers and contractors, the timelines for the completion of
various aspects of the design work, the methods and scheduling input, and other
specific design and construction coordination necessary to ensure the successful
completion of the Project.
F. The negotiation and execution of this Agreement (wherein
the Town and the County's property interests in the Facilities may convert
to condominium interests post-construction) under which the Parties shall have
10
17
the right to construct the improvements on the Property subject to the Partiess°
obligation to subject all improvements constructed on the Property to a
condominium.
G. Confirmation that adequate utilities services suitable for the proposed uses to be
included within the Building are available for connection within a reasonable
distance from the Property.
H. The Town complying with all necessary requirements for contracting applicable
to North Carolina local governments.
I. All governmental and other third party consents and approvals shall be obtained;
there shall be no significant pending or threatened litigation materially
adversely affecting the Property.
J. The Town understands and agrees that the provision of sufficient way-finding and
other signage is necessary for the public to quickly and conveniently locate the
Change County Southern Branch Library. The Parties understand and agree that
wayfinding signage for the Project is subject to regulation by the Town.
K. The Parties under this Agreement (prior to the completion of construction) and
as condominium unit owners (following the completion of construction) will
agree to contribute pro rata to the common area maintenance and insurance
provided by the Town as lessor and/or by any condominium owners
association to be formed by the Parties, for the Project including a
reasonable pro-rata contribution for maintenance of the sidewalks and other
shared amenities at the Property. Because the Parties are exempt from paying ad
valorem taxes, the typical procedure of apportioning each tenant a share of those
taxes assessed against common areas is not applicable.
L. During hours when the Library is not being used by the County, the County
will agree to allow its parking spaces to be used by the public.
M. The Town secures environmental regulatory approval from NCDiEQ prior to
the commencement of construction or provides reasonable security to
cover the Town's environmental responsibilities until regulatory approval is
obtained.
N. Consistent with the scope of each Party's responsibilities hereunder, all
necessary and appropriate construction and crane easements will be secured by
the Town and County from all adjacent landowners.
ARTICLE VII
Representations And Warranties
I1
18
The Town and the County each represent to the other to the best of their respective
knowledge:
A. The Town and the County have all requisite power and authority to execute
this Agreement, and any other instruments required to be delivered by the
Town or the County hereunder.
B. The Town's and the County's entry into this Agreement will not violate any
private restriction or agreement or, to the best of the Town's or the County's
knowledge without investigation or inquiry, any applicable statute, ordinance,
governmental restriction or regulation.
C. During the Term, the Town will not execute or create any lease, contract, option,
easement, covenant, condition, restriction, lien or encumbrance with respect to
the Property or any portion thereof without the written consent of County
unless the same is terminable upon no more than sixty (60) days written notice,
or otherwise may be cleared on or before any Closing or Lease Commencement
Date that may be contemplated in any Contract that may be entered into between
the Town and the County, or that otherwise will be subordinated to the County's
potential ground lease.
D. There is no pending or threatened action, litigation, bankruptcy,
condemnation, or other proceeding of any kind pending against the Town or
the County which materially adversely affects the Property.
E. No broker, finder or other intermediary is involved in the transaction
contemplated by this Agreement, and that no brokerage fee or commission is
due and payable by the Town or the County upon any lease or conveyance of
the Property.
F. The Town has not received written notice of any violations of any laws,
ordinances or similar rules and regulations relating and/or applicable to the
ownership, use and operation of the Property as it is now operated, and/or
other licenses or permits, which remain uncured.
G. No assessments or special assessments for public improvements or otherwise
have been levied or are now affecting the Property.
H. To the best of the Town's present knowledge, the Property is not within an area
determined to be flood-prone under the Federal Flood Protection. Act of 1973.
ARTICLE'VIII
Remedies And Dispute Resolution
A. Concerning Remedies. The exercise of a particular remedy does not preclude
the exercise of any or all other available remedies herein except as provided
12
19
herein. No delay in the exercise of a remedy shall constitute a waiver of that
remedy. Nothing in this Agreement is intended to relieve a party from its
common law duty to mitigate damages.
B. Disputes. The parties shall attempt in good faith to resolve any dispute,
controversy or claim arising out of this Agreement between them by negotiations
by those persons of the Town and the County who have authority to act and who
will promptly meet for negotiations to attempt to settle the dispute.
ARTICLE I K
Miscellaneous
A. Assignment. The rights under this Agreement may be transferred and
assigned only upon the written consent of the non-assigning Party.
B. Fees and Expenses. Except as may be specifically provided in this Agreement,
each Party will be responsible for his or its own legal fees and expenses
incurred in connection with the transactions contemplated by this Agreement.
C. Governing Law. This Agreement shall be governed by and construed in
accordance with the laws of the State of North Carolina. Any dispute
regarding this Agreement shall be filed in a court of competent jurisdiction
located in Orange County, NC.
D. Counterparts. This Agreement may be executed in any number of
counterparts, each of which shall be deemed an original, but all of which
together shall be deemed to be one and the same document. A signed copy of
this Agreement delivered by facsimile, email or other means of electronic
transmission shall be deemed to have the same legal effect as delivery of an
original signed copy.
E. Amendment. This Agreement shall not be amended except by a written
instrument executed by both the County and the Town.
F. No Third Party Beneficiaries. Nothing contained in this Agreement shall be
deemed to create a contractual relationship with, or a cause of action in favor of,
any third party against the Town or the County.
G. Entire Agreement, Amendment; Construction. This Agreement, together with the
Exhibits attached hereto and all other agreements referred to herein or relating to
the subject matter hereof, contains the entire agreement between the parties as to
the subject matter referenced herein, and supersedes all prior agreements,
understandings or undertakings (whether oral, written, electronic or otherwise)
between the parties with respect to the subject matter hereof. No amendment may
be made to this Agreement except with the prior written consent of all parties
hereto. The section titles and headings herein are for convenience of reference
13
20
only and do not define, modify or limit any of the terms and provisions hereof.
Article, Section and Exhibit references herein are to Articles, Sections and
Exhibits of this Agreement unless otherwise noted. The use of words "include" or
"including" in this Agreement shall be by way of example rather than by
limitation. The use of the words "or,""either"or"any" shall not be exclusive. f
H. Representations and Warranties of the Parties. Each of the parties, and each
person executing this Agreement on behalf thereof, represent and warrant, as
applicable, that (1) such party or person has the full power and authority to enter
into this Agreement and the agreements or instruments referred to herein, to
execute them on behalf of the party indicated on the signature page thereof,and to
perform the obligations hereunder and thereunder, (2) such party is acting on its
own behalf and on behalf of its members, successors and assigns, (3) this
Agreement and the other agreements referenced herein are the valid and binding
obligations of such party, enforceable against it in accordance with their terms, (4)
entering into this Agreement and the other agreements referenced herein does not
conflict with any other agreements entered into by either party, and (5) the
execution, delivery and performance of this Agreement has been duly and validly
authorized by all necessary corporate or governmental action on its part.
J. Exhibit List. The following exhibits are hereby incorporated by reference:
EXHIBIT A: Map Denoting Site,Legal Description of Site, Legal and
Equitable Owners
EXHIBIT B Sustainable Design and Operations Elements Guidelines
EXHIBIT C Elements of Value
[signatures contained on next page]
14
I
21
IN WITNESS WHEREOF,the parties have executed this Agreement the day and year
first above written.
TOWN OF CARRBORO
BY: �IjAA4 Cyl�
David Andrews,Town Manager
This document is sufficient as to form.
TkWAttorney
This inst ent has been preaudited in the manner required by the Local Government Budget
and Fi Control Act.
Finance Director
COUNTY OF ORANGE
BY.
Bonnie Hammersley,County Mana
This document is sufficient as to form.
my Attorney
This i tru e t h s been preaudited in the manner required by the Local Government Budget
and cal tr Act.
Coun 6iVrinancial Officer
15
22
Exhibit A - 203 S. Greensboro St.
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23
19� l�
20130410000005470 DEED
Bk,RB3382 P9:4186
04/10/2013 10.41!55 AM 114
r"tLEQ Deborah B. Brooks
Register
ecur in at heads, prangs Ca,NG
Reaardin Ff�. 526.00
K Real state X. S12ea.00
Prepared by; Ellis&Winters LLP(DLH), 1 100 Crescent Green Drive,Suite 200,Cary,NC 27518
Return to: Grantee
Brief Description for the Index 203 S.Greensboro Street
STATE OF NORTH CAROLINA ) Y"`
SPECIAL WARRANTY DEED
ORANGE COUNTY )
Excise Tax: $1,200.00
Pin(s): 9778-85-7932
THIS DEED made this�day of April, 2013,by and between
GRANTOR GRANTEE
SunTrust Bank, The Town of Carrboro,
a Georgia banking corporation a North Carolina municipal corporation
whose mailing address is: whose mailing address is:
303 Peachtree Street,N.E.,36th Floor 301 W. Main Street,
Atlanta, GA 30308 Carrboro,NC 27510
Enter in appropriate block ror each party:name,address,and,ifappropriate,character of entity,e.g.corporation or
partnership.
The designation Grantor and Grantee,as used herein,shall include said patties,their heirs,successors,and assigns,and shall
include singular,plural,masculine,feminine or neuter as required by context.
WITNESSETH,that Grantor,for and in consideration of the sum of Ten and No/100
Dollars($10.00)and other good and valuable consideration in hand paid at and before the
delivery of these presents,the receipt and sufficiency of which are hereby acknowledged,has
granted,bargained, sold,transferred,conveyed and confirmed and by these presents does grant,
bargain,sell,and convey unto the Grantee in fee simple,all that certain tract or parcel of land
lying and being in Orange County,North Carolina,being more particularly described on
1
#931146
24
il��� ���11 �1���1�ll�l illlfllfillfl�111
865582 467 214
EXHIBIT A (the"Property')attached hereto and incorporated herein by reference.
The Property hereinabove described was acquired by Grantor by instrument recorded in
Boole 5517,Page 541,Orange County Registry.
The Property herein conveyed does not include the primary residence of Grantor.
TO HAVE AND TO HOLD the aforesaid Property and all privileges and appurtenances
thereto belonging to the Grantee in fee simple.
And Grantor covenants with Grantee,that Grantor has done nothing to title to impair
such title as Grantor received,and Grantor will warrant and defend the title against the lawful
claims of all persons claiming by, under or through Grantor,except for the exceptions hereinafter
stated.
Title to the Property is subject to the following exceptions: (i)the lien of real estate taxes,
tastes imposed by special assessment and water,sewer,vault,public space and other public
charges which are not yet due and payable,(ii)all applicable laws(including zoning,building
ordinances and land use regulations),(iii)all easements,restrictions,covenants,agreements,
conditions,and other matters of record, and (iv)all matters that may be revealed by a current and
accurate survey or inspection of the Property.
Grantor makes no warranty or representation as to the condition of the Property or any
improvements thereon, including without limitation,any latent or environmental defects in the
Property or in any improvements thereon and the serviceability or fitness for a particular
purpose of the Property or any improvements thereon,and Grantee accepts the Property and any
improvements thereon"AS IS"without recourse against Grantor.
[Signature page follows.]
2
#431 146
25
RSSS82 408 316
IN WITNESS WHEREOF,Grantor has caused this instrument to be signed in its name
and delivered as of the date indicated on the first page of this deed.
GRANTOR:
SuoTrust Bank,
a Georgia ng corporation
By:
Name: Erica S. Henning
Title. Vice President
Wake County,North Carolina
I certify that the following person personally appeared before me this day and
acknowledged to me that she voluntarily signed the foregoing document for the purpose stated
therein and in th capacity indicated: Erica S. Henning.
Date: ��
My Commission Expires:
Nat�Publi%Tint Name:
[Affix Notary Stamp or Sea]]
John NOWY Public &.
Wake County
No►i i Carolina r
My Commission Ex Tres a 31'?o,•4 ;
3
#931146
26
EXHIBIT A � �� ��bIINl�IpllI��IIIIl1
(to Special Warranty Reed) Ress®z 409 464
Legal Description of Property
All of that property consisting of 0.883 acres,surveyed as"Fakhoury Property"per Recombination
Map of Fakhoury Property"surveyed by Kenneth Close,Inc.recorded in Book of Maps 94,Page
24,Orange County Registry, formerly identified as Tract l and Tract 2,now combined.
New Parcel #9778-85-7932 from old Parcel #s 9778-85-5886 and 4778-85-6892
4
#931146
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28
Exhibit B—Sustainable Design and Operations Elements Guidelines
The Development Agreement recognizes the goals of Orange County and the Town of Carrboro
to be guided by design and operations elements of the High Performance Building Standards
developed by the Triangle J Council of Governments ("TJCOG") in 2001. Orange County
adopted this standard as part of its Space Development criteria in 2005.
These High Performance Building Standards were initially developed by a task force led by
TJCOG, including representatives from Orange County, and design professionals within the
Triangle Area. These published guidelines have been nationally recognized and formed the
basis for the Leadership in Energy and Environmental Design ("LEED")version ll, established by
the United States Green Building Council ("USGBC"). The standards are recognized for their
innovation and quality of results related to sustainable, energy efficient, and resilient building
outcomes.
Orange County and Carrboro recognize the current initiative to update these guidelines
consistent with current benchmarks and advances in design and building science. Sustainable
design, construction and operations methods will be evident within the design and build
process and will be explicitly communicated throughout the development process.
29
EXHIBIT C
pUP&nrapasperp PeYMepmexl Agraemgel - —
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t0 PIlLhi sne�l leas Meludhs gw lv.W,anvavna9d.cwlurY IrWle Skudres
5.Ietan VE—op M—.g aM MtlYie Fec }fgn W-- sMneeres end�sa,rgsG horde yvx+s'.:.
+z sme�cewllenescape ee.;",cafaai.dasgn csw.ngwxvi
13 BvA"Sm.Gave Prey dno,Cubs— Adminisvmion.exile emlinpedeics
I 1 ".0,Upre design,Cmehuctim Aslningirheaae,pasgn cwWnpealcbe 0 Lwls P.,lu uPIA C—
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15 PvcrosVUelpn
16 Ckarrq.9-9.xosion eanmd
17 5u>a0acassmahnludaL4 coo
16 SO slmnw mane l syelem
13 HMSrerlg.wag hd.,ra1Vg If n!_l.q n plsgn
ra oAaePwWkwny,raP�iWir eudacueg s
15 ien+pdary slep,lg FSlxYpirp Mom'
17 Bubng S-0 UIM,aws<ai to pmeArd tl[mxcmion pan43
1e 11UAy connecCal Im Ir seperm[y mm—,pee e,abmnvm anritt
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21 AmneLes JiWehrMe bikeph"
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28 011 silpr HaaY a Pe'nnmy+mp'q•pmiyrys _
27 [NI-slle tvldy shell uldty,mp5.rmmu(Ih paperlY Inl1
28 6p.eile flKycll p-,,Cmsaa.Ums
29 Up sllacroslne[ignmNAr,al skN"aren.eosU
OflsAe conl,gencies
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immx spaces.
31 F.--Syilem
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32 Cara cbva'or,Sean aM equpmml _
33 Core 8 p d,ee Cu Nea f+a &wmtt isrvee:bxklpn ry Wv FYan irta Mnsemim B5 Ce!6 Canemn Rraafpcile:
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39 Cu: a}4.�Myti C—=Area cgM1lcan I—I-
90 Cp 6EmEMd CammpA Mea ee[wilylKC VAVfIe1M94
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Q SW Coe E,tl #WC mm Nea COntlnp--
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43 IJp!41 N—h WuL iy56umi olmh SVSINq./Cluda a OrtW,mecnar+,cnl.pk Mng..antl Are"..I m vAW es Ie -efeu
a6 UpM(archtmVal comppvelil Wm4,epp0.enhgs,Iber ea,dlnytrevment.igli"etc.
e9 JAM—,Mewcros'AV,lNMate
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41 Up,cmlm9nlcees
[Hoer Cpita ESFM1plslY AM+a AS mn,l Nary
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34 Fe,wnyCW1i
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My cane Memaa of rNa aanhwle mYal W eu4nprvsd by IM Ura Chum,ftod M Cormmissnlvra IMmpn•wt Men amandmna rp 1ry wprxnnM.
WppaMlonal wen IW YMx eeel�!!f a1xK+pMep to a Oatermiivq n pv ageltln RrYH a9 huidglp ev9nema alld aYatame ax mhYe apeullcaA,kmwn,cairn In caa1 ensr,ny.ia Y In l+!vela inen ayvw hw rt,ara eMn aFl a plppnRlhivl 9pLten Iphraye neaw
30
PROJECT VISION STATEMENT
The 203 will be the area's new hub for arts and culture—a community
oasis that nourishes the mind, body and soul. As a customer focused
community center, it will connect Town and County residents to resources,
tools and each other in the spirit of learning, making, and expressing our
individual and collective values. By integrating vital public resources the
Orange County Southern Branch Library, The ArtsCenter, the Carrboro
Recreation and Parks Department, and WCOM The 203 will host tradi-
tional services as well as new collaborative programming that intercon-
nect learning with the arts and leisure. This purpose-built facility will be
an environmentally sustainable, functionally resilient destination that is
welcoming and accessible to all.
+ project charter
31
EVALUATION MATRIX
PUBLIC PRIORITIES ADD'L OWNER PRIORITIES COST
N
E °D
P L tw
m E:
O i N E
d
C d y O 0 Q
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37
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40
Affordable Housing
Goals and Strategies 6 -�•
Town of Carrboro �-
Rail:
Since mid-2012, the Affordable Housing Task Force has been evaluating
existing policies and regulations that have been in place to support and
increase affordable housing opportunities in Town. Since the summer of 2013,
the Task Force focused its efforts on identifying short-term and long-term
goals to include in a comprehensive affordable housing strategy. This policy _
document is the result of that work and also includes target completion dates
for a number of initiatives. This document is intended to support the Board of
Aldermen s efforts,to guide its next steps, and to help establish a base line - y
e
against which ongoing and future efforts will be measured. Rather than fixing,
absolutely, a course of action,the documents is intended to position the Town R
so it is able to allow/respond to opportunities as they arise.
u
41
Acknowledgments
TOWN OF CARRBORO BOARD OF ALDERMEN
Lydia Lavelle,Mayor
Bethany Chaney Michelle Johnson
Jacquelyn Gist Damon Seils
Randee Haven-O'Donnell Sammy Slade
AFFORDABLE HOUSING TASK FORCE
Heather Hunt(Planning Board) Seth La Jeunesse (Transportation Advisory Board)
Bethany Chaney(Board of Aldermen) Sammy Slade (Board of Aldermen)
Michelle Johnson (Board of Aldermen)
Affordable Housing and Development Community Participants
Robert Dowling Jeremy Medlin Anne Stoddard Mark Zimmerman
Dan Jewell Ken Reiter Ron Strom Adam Zinn
Omar Zinn
Town Staff Support
Nate Broman-Fulks Patricia McGuire Christina Moon
Thanks to the Community Home Trust and Town of Carrboro Planning for the photos included on the cover sheet.
42
Town of Carrboro Affordable Housing Goals and Strategies
The Town of Carrboro is devoted to providing opportunities for safe, decent and affordable housing for all residents no matter their age, ability or income level.
1. Affordable Homeownership (Target income range
is 60%-115%AMI)
1.1 Increase number of homeownership units that are A. Gather more data from the developers about what Q4 FY 2014-15 Developers,Affordable Housing
permanently affordable in Carrboro. 2024 goal is to percentages will work to both incentivize them and respond to Coalition,non-profit housing
have 85 affordable ownership homes. In 2014 there the market condition developers, staff
were 41 affordable ownership homes. This is an
average annual increase of 4.5 homes.
B. Request that the BOCC continue to fund impact,permitting Q4 Annually
fees for non-profits.
C. Decide whether or not to modify the ordinance to reflect a Q1 FY 2015-16 CHT and other non-profit housing
model that will both incentivize developers and respond to providers,Developers
market conditions.
D. Identify/build dedicated subsidy source to assist with land Ongoing Consolidated plan partners; CHT
trust transactions. and other AH Coalition participants
1.2 Fully evaluate and reduce housing density A. Schedule a community discussion to examine open space Q3 -Q4 FY 2014-15 For-and non-profit housing
restrictions to slow the climb of housing prices and requirements and their implications on housing prices and the providers,citizens, environmental
diversify housing stock,particularly in high transit feasibility for inclusion of affordable units. advocates,recreation advocates
areas.
B. As a component of the parking plan, determine whether
modifications to parking requirements could materially affect
homeownership prices, development opportunities, and
density. Unbundled parking for condominiums and townhouses
should be included in this analysis. FY 2015-16 Staff,Parking plan consultant
1
43
C. Explore opportunities to modify zoning and land-use Staff,intern, graduate planning
ordinances related to in-fill residential,connected housing,zero workshop students, development
lot-line housing,and mixed-use developments. Q1 FY 2015-16 community
1.3 Decrease barriers to first-time homeownership and A. Develop and implement a clear set of priorities and policies Q4 FY 2014-15 AH Task Force,Board of Aldermen,
to homeownership retention,particularly among for the use of payment-in-lieu and/or other dedicated funding Consolidated Plan partners
seniors that includes opportunities to support this goal. Potential
priorities:
Al. Downpayment assistance for families participating in local Federal and state funding for
homebuyer education programs. downpayment assistance, energy
upfits,repairs,etc.Durham staff-
Southside program as model
A2. Grants for critical home repairs, energy efficiency,upfits to
accomodate changing mobility,etc. +opportunities to decrease
utility payments.
1.4 Continuously improve public transit access,with a A. Determine whether subsidizing transit access should be an With 1.3 above AH Task Force,Board of Aldermen,
particular eye to moderate-income homeownership approved use for payment-in-lieu or other dedicated housing Consolidated Plan partners
communities and developments with an affordability funds.
component.
B. Partner with CHT, and homeowners associations to identify Ongoing Chapel Hill Transit, developers,
and pursue opportunities to fund or otherwise make practical HOAs,transit alliance
greater transit service to growing areas,including feeder
systems to main routes.
C. Play a leadership role at local and regional transit'tables' to Ongoing Transit Partners,DCHC MPO
ensure future transit priorities and policies support affordable
housing goals.
2. Affordable Rentals (Target income is 60% or less of
AMI)
2
44
2.1 Increase number of rental units that are permanently A. Modify ordinance to reflect a model that will both Q1 FY 2015-16 Developers/Property Owners,OC
affordable to individuals and families earning less than incentivize developers to include affordable units in their rental Housing Coaltion
60% of AMI. 2024 goal is to have 470 affordable rental developments while also responding to market conditions.
units. In 2014 there were 349 affordable rental units.
This is an average annual increase of 12 units.
B. Work with Orange County,the University, and other Ongoing Local governments,property owners,
landowners to examine,identify and reserve one or more tracts University
for future LIHTC and/or HUD-restricted rental communities.
C. Better position the town for future affordable rental Ongoing OC Housing Coalition,NC Housing
development/redevelopment opportunities by cultivating Coalition,DHIC
relationships with experienced non-profit affordable rental
housing developers.
2.2 Reduce negative effects of parking requirements on A. Fully examine research and data regarding parking density Q4 FY 2015-16 Expect consultant to parking plan
rental prices. and "bundling" to determine best approaches to achieve this will provide some assistance.
goal. Possible UNC Planning Workshop.
B. Utilize Town's parking management policy to support this Q4 FY 2015-16 "
goal.
2.3 Slow the pressure on rental prices by increasing A. Examine and consider reducing restrictions on accessory With 1) above
rental housing stock,particularly in high-transit areas. dwelling units. This strategy has the potential to support
homeownership affordability by enabling homeowners to
generate income to support their homeownership costs.
2.4 Reduce erosion of rental housing quality and A. Research effective voluntary rental registry models and With 1) above
affordability determine the efficacy of a similar program in Carrboro. If
feasible, determine opportunities to implement a registry or
rating system through a non-profit or other civic organization,
with Town support.
3
45
B. Require all landlords with more than one unit of rental
property to register for a business privelege license, and
examine use of business regulations to enforce better
stewardship of housing and neighborhoods.
C. Gather and examine rental housing data to better anticipate OC Housing Coalition, Orange
and monitor opportunities/conditions for County HHRCD/Chapel Hill
redevelopment/rehabilitation. (Consolidated Plan partners)
D. Convene landlords and property managers on an annual Following 1) above
(regular) basis to build positive relationships, educate about and ongoing
Carrboro's housing expectations and policies, and encourage
transparency about redevelopment/rehab/sale plans.
2.5 Examine the current marketplace for mobile and A. Educate the Board of Aldermen about the difference Q1 FY 2015-16
modular homes. between the housing styles and regulations that apply.
3. Overarching Priorities
3.1 Concerted Land Use Planning/small land use plan A. Identify the three high priority/potential areas that are ripe
for three high priority/high potential areas. for development or re-development. Could include: downtown,
Jones Ferry Corridor, Estes Drive.
B. Consider the current planning processes that are underway
and share coordination and overlap.
3.2 Improve opportunities for developers and potential A. Include members of OCAHC in initial development review
partners to identify affordability in a project. to encourage creative solutions/opportunities for affordable
housing to be integrated into projects, and/or identify best
opportunities to secure payment-in-lieu.
3.3 Develop a dedicated funding source--in A. Explore the parameters of an AH Bond.
partnership with county and peer municipalities
HOME Consortium, Con Planning
Partners,OC Housing Coalition, and
Downtown Housing Improvement
Corporation (DHIC).
B. Explore a public private fund for example TCF.
C. Find out about tax deduction.
4
46
D. Look to identify complimentary external funding that could
be better levereged with municipal participation.
E. Assessment of the most cost effective strategies-if we had a
pot of money what is the best way to use it.
3.4 Ensure implementation of the Affordable A. AH task force meeting quarterly.
Housing Strategy
B. Ensure operationalization and monitor progress of affordable
housing plan by staffing at least 1/2 time.
C. Continuing to look at data and continuing to understand it-
existing stock-number of affordable units and distribution-
including transit access,non-motorized travel,overlayed with
the distribution of housing.
3.5 Provide greater incentives for developers to include A. Expedited review for projects that include affordable housing
affordable housing in their projects component.
B. Ask 3-5 developers to do an assessment of the costs for all of
the LUO requirements-how much does this increase the cost per
unit, or the rent per unit.
C. Evaluate the provision of public sector assistance for
infrastructure in exchange for the provision of some percentage
of affordable units (scaled).
3.6 Reduce utility costs A. Work with Owasa, Explore grants for energy efficiency.
Ongoing
3.7 Acquisition of land/property-be proactive with A. OWASA-example but there are other options.
OWASA in the land or parcels they are saying they will
offer to municipalities first-Start to engage with them
OWASA
B. Consider condemned properties-provide an incentive for
homeowner to sell loan fund for Habitat,Empowerment to
allow for the property to be renovated and fixed up.
5
ORANGE COUNTY
NORTH CAROLINA
Department of Housing and Community Development
The Department of Housing and Community Development (H&CD) is charged with the
administration of all affordable housing activities in the County but works collaboratively with
other County Departments that have work areas that intersect with affordable housing
activities, i.e., the Departments of Aging, Economic Development, Health and Planning. In
addition, Orange County has a 15-member Affordable Housing Advisory Board, as well as the
Orange County Housing Authority Board that meets monthly and for which H&CD provides
administrative support.
H&CD staff also works collaboratively with other jurisdictions in the County, including
the Towns of Carrboro, Chapel Hill and Hillsborough. Applicable lead affordable housing
personnel from these jurisdictions meet monthly. In addition, Orange County and the H&CD
Department serves as the lead entity for the HOME Consortium and its HOME Review
Committee, which is comprised of elected officials from each jurisdiction.
The purpose of the HOME Review Committee is to review and make recommendations
on the awarding of HOME funds to eligible nonprofits. In late 2017, the role of the Committee
was expanded to include broader discussions about affordable housing issues. The entity is
now known as the Local Government Affordable Housing Collaborative (the Collaborative) and a
representative from OWASA has been added to the membership. The Collaborative meets
quarterly and is in the process of thoroughly defining its work plan based on the official charge
from the jurisdictions.
The Department of Housing and Community Development (H&CD) also participates in
several other collaborative efforts, including the following:
• Orange County Housing Preservation Coalition, which is led by the Orange County
Department of Aging and includes entities involved in the rehabilitation of single-
family homes in the County.
• Northside Neighborhood Initiative, which is led by the Jackson Center and Self-Help
and involves a comprehensive array of strategies to enhance the Northside and Pine
Knolls neighborhoods.
• Affordable Housing Coalition, a group of nonprofits and other community partners
involved in the provision and expansion of affordable housing opportunities within
Orange County.
Mailing Address Main Office Satellite Office
P.O.Box 8181 300 W.Tryon Street 2501 Homestead Road
Hillsborough,NC 27278 Hillsborough,NC 27278 Chapel Hill,NC 27516
Telephone(919)245-2490 • Fax(919)644-3056 •TDD(919)644-3045
• Orange County Partnership to End Homelessness, serves as the Leadership Team for
the local Continuum of Care and is comprised of providers and other community
partners involved in the provision of services and work to end homelessness in
Orange County.
HOUSING PROGRAMS AND INITIATIVES
The following programs and initiatives are those that are directly sponsored by Orange
County and administered by the Department of Housing and Community Development (H&CD:
✓ Urgent Repair Program (Funded by Orange County and a Grant from the NC Housing
Finance Agency (NCHFA.) Accomplishments To Date: Local Urgent Repair - 10 Units
Completed/NCHFA Grant—4 Units Completed; 1 Unit at 50% Complete and 4 Units In The
Pipeline.
✓ Essential and Comprehensive Single-Family Housing Rehabilitation Programs (Funded by
Orange County and a Grant from the NC Housing Finance Agency (NCHFA.)
Accomplishments To Date: NCHFA Grant - 1 Unit Under Construction; 2 Units Pending
Construction and 4 Applicants In The Pipeline. 2 Units Completed Under NCHFA Single-
Family Grant Program. Used County funds to leverage these grants for a more
comprehensive rehabilitation of various units; 3 Additional Applicants In The Pipeline for
Comprehensive Housing Rehabilitation work funded with County funds.
✓ HOME Investment Partnerships Program (This federal program provides formula grants to
states and localities that communities use - often in partnership with local nonprofit groups
- to fund a wide range of activities including building, buying, and/or rehabilitating
affordable housing for rent or homeownership or providing direct rental assistance to low-
income people.) Accomplishments To Date: 4 Projects Funded in FY 2017 and activities
included homebuyer assistance, housing rehabilitation and acquisition for rental
purposes. In FY2018, 4 projects funded and included homebuyer assistance, acquisition
for rental purposes and rapid re-housing and general tenant-based rental assistance
activities.
Orange County serves as the lead entity for the Consortium, known as the Orange County
Local Government Affordable Housing Collaborative. The Towns of Carrboro, Chapel Hill and
Hillsborough are members of the Consortium.
✓ Risk Mitigation and Housing Displacement Fund (This is a demonstration program that was
announced in April 2018.) Accomplishments To Date: 5 Households Assisted and 3
Landlord Applications Pending Processing.
✓ Surplus Properties and Disposition Program (Lots and Existing Structures Available for
Affordable Housing Purposes) (Presently, the County has nine (9) lots available for
2
49
affordable housing development purposes.) (Existing structures will be disposed of based on
availability.) Accomplishments To Date: 2 Existing Structures Donated and Relocated.
Rehabilitation completed and Open House held for 1 unit in August. The second donated
house is currently being rehabilitated. Preliminary assessment of 9 lots completed.
✓ Affordable Housing Bond Program (A $5M bond program was approved by Orange County
voters in November 2016. The first $2.5 M was awarded in June 2017. The second round of
$2.5M is anticipated to be released in early 2019.) Accomplishments To Date: 4 Projects
Funded;2 Projects Underway and 2 Pending Start-Up.
✓ Manufactured Home Parks Initiative (The Orange County BOCC approved an assistance
package to facilitate displacement mitigation activities for manufactured home park
residents who are being displaced due to park closures.) The response to manufactured
home park closures and potential resident displacement is an intergovernmental effort.
The Towns of Carrboro, Chapel Hill, and Hillsborough are involved in the response effort.
Furthermore, the BOCC approved the creation of a Revolving Loan Fund for manufactured
home park owners as it relates enhancing existing parks or creating new parks.) (Loan Fund
guidelines are being finalized.) Accomplishments To Date: Agreement approved for
Relocation Coordination Services; awarded to EmPOWERment, Inc. 1 Family Assisted; 2
additional families went through the process but declined assistance.
✓ Local Rent Supplement Program (The BOCC approved this new program in June 2018 and
allocated $100,000 to begin a local voucher program within Orange County. Guidelines for
the new program are being developed and will be presented to the BOCC in November
2018. The new program will operate much like the federally-sponsored Housing Choice
Voucher Program but will be more flexible in terms of meeting local needs.)
ORANGE COUNTY HOUSING AUTHORITY (OCHA)
Orange County Housing Authority (OCHA) was incorporated in 1969 and is a Section
8/Housing Choice Voucher only Housing Authority that has a HUD allocation of 623 vouchers
and approximately 200+ participating landlords. In 2018, the Housing Authority also received
five (5) VASH Vouchers for veterans, which brings the total number of federal vouchers
administered to 628. OCHA is collaborating with the Durham VA Health Care System and the
Orange County Partnership to End Homelessness to implement the program.
The Housing Authority has a governing Board comprised of seven (7) members who are
appointed by the Orange County Board of County Commissioners.
Revised October 16, 2018
3
50
Attachment 3a
ECONOMIC DEVELOPMENT • '
South Green
5
i
V-1
PROJECT DESCRIPTION: Development with 45,000 square feet of multiple commercial buildings on
a 5.6 acre site at 501 South Greensboro Street.
CURRENT STATUS: Buildings 1 and 4 are under construction. Known tenants include Atlas Taco
Bar, Craftboro Brewing Depot, Montessori Academy in South Green, Nailz (organic salon), and
Coronato (pizza by Teddy Diggs).
PROJECT BACKGROUND: This Conditional Use Permit application proposed multiple commercial
buildings on a site at 501 South Greensboro Street that formerly was occupied by Rogers-Triem.The site
had considerable known flooding issues, which was addressed through collaboration with Town and
NCDOT. The Board of Aldermen set a public hearing for the rezoning and CUP request on April 28, 2015.
The project went before the Joint Advisory Boards Meeting on April 2 and ESC on April 8.The Board
approved the project,with conditions, on June 9, 2015.
ESTIMATED TAX VALUE: $13,000,000
51
Lloyd Farm
r
.1 _ � SWSrtAnPX y
. •• - OfFwC€
PROJECT DESCRIPTION: A mixed use project with multiple commercial buildings on approximately
-40 acres, including Harris Teeter grocery and energy center. A proposed 200 unit senior living
residential facility and 20 townhomes. It is located at the corner of Old Fayetteville Road and
Highway 54 on property historically known as Lloyd Farm. The developer is proposing a payment
in lieu between $743,000 and an additionally $250,000 conditioned on the ability to provide on-
site affordable housing units.
CURRENT STATUS: A revised zoning application has been submitted and is under review. A public
hearing was held by the Board of Alderman on September 25, 2018. The item has been continued
until October 23, 2018.
PROJECT BACKGROUND: Project was originally considered by the Board and denied in 2016. The
applicant modified the plan and resubmitted an application in the spring of 2018. A public hearing was
held September 25, 2018 and continued until October 23, 2018.
ESTIMATED TAX VALUE: $64,000,000
52
&7e/ton 3ation
n h _
-m —
TP
Residential Building
PROJECT DESCRIPTION: A mixed use development located at 410 North Greensboro on 2.64 acres
of land with 22,716 sq ft of commercial space, and 94 1 and 2 bedroom apartment units including
19 affordable units.
CURRENT STATUS: The commercial portion of the building is now 80% occupied with UNC Horizons
and Figure Eight Films as tenants. The remaining retail is currently under negotiations.
Residential units are under construction with an estimated completion date of December 18/January
19—Pre-Leasing activities for apartments will start very soon.
PROJECT BACKGROUND: Conditional use permit plans in accordance with the B-1(g) conditional zoning
district approved by the Board of Aldermen was granted (with conditions) on April 2, 2013.
ESTIMATED TAX VALUE: Residential Units $11,000,000
ACTUAL TAX VALUE: Commercial $3,042,700
53
Hilton Garden Inn —East Main Square
_{, -an on
ONE Elm L.L _L1
Q . - --
io-
PROJECT DESCRIPTION: A five story, 144 room hotel with conference space to be located
immediately behind the existing East Main Square shopping strip.
CURRENT STATUS: The developer has reported that construction is on hold until further notice.
PROJECT BACKGROUND: The project received a CUP in March of 2016 and a two year extension for the
permit in January of 2018.
ESTIMATED TAX VALUE: $12,000,000
54
Old 86 —Light Manufacturing/Flex mace
acpo as541 0 I 1
^ Ill 1 1
r'"^"} l�, :3"/"� h�-J.✓' 14 S'k�s+S� r .f + �t� �l
c �� 9"`.
•� ���.�'""Lk"�ti"Y.���'�7 � a,� f3` '^ < � Z,.'y�y„i� !°}'�SE"y,�r�
PROJECT DESCRIPTION: Located on Old 86 just north of Britton Lane this 22 acre site is owned by
the Town of Carrboro and is being studied for the potential of locating light manufacturing/flex
space.
CURRENT STATUS: Staff is continuing to study a concept plan and to develop a joint planning
process with Orange County to consider rezoning the property to allow light manufacturing/flex
space. Estimated timeframe for a joint public hearing with Orange County is October 2019.
PROJECT BACKGROUND: The Board of Aldermen directed staff to identify opportunities to lift barriers
to create light manufacturing opportunities. Availability and cost of land is a limiting factor affecting
commercial development and the town's ability to attract or retain light manufacturing companies.
Town owned property, located approximately one mile north of Calvander was originally purchased by
the town in 2001 for $767,000 and was intended for a new public works facility. The town has now
determined that this location is no longer needed for that purpose, therefore staff has begun studying
the property for commercial development potential. Preliminary study reveals a building program of
approximately 90,000 square feet of warehouse/flex commercial space is possible.
The 22 acre parcel is currently zoned RR, Rural Residential. The property could be rezoned to an
Office/Assembly district which would allow for light manufacturing low impact commercial uses that
generate little or no customer trips. A survey of the business community and discussions with County
Economic Development staff suggested possible uses are small scale manufacturing i.e. furniture,
55
hardware, metal-works, food processing including craft breweries, coffee roasters, food truck prep;
service companies, plumbing and HVAC; tv/video/photography production; carpentry/woodworking.
Staff routinely gets request for space from 500 sq ft up to 10,000 plus square feet.
So far, staff has had two meetings with neighbors. One at the Fire station on Homestead on May 11,
2017 and another meeting on site that was called by the neighborhood to discuss the project. Staff is
providing notification via emails of the Board's discussions on this item.
ESTIMATED TAX VALUE: N/A
Other Updates:
• Boer Brothers Heating and Cooling—site work has begun for construction of new office and
warehouse space located at 630 Hwy 54 W.
• Claremont South Commercial-a two story mixed use building with the first floor containing
6,797sf of office space and the 2"d floor containing 4,879sf and a total of four residential units.
Conditional Use Permit originally approved by the Board of Aldermen in April 2012.
• CVS Property—the property at 201 N. Greensboro is under contract. Staff has made initial
contact with the potential buyer who is conducting a due diligence assessment.
• Space For Sale or Lease—
0 206 West Main Street—3900 sq ft of office space above Akai Hana
0 610 Jones Ferry Road—11,683 sq ft office/light manufacturing Willow Creek
Professional Center
0 202 South Greensboro—3300 sq. ft. office flex space next to Glass Halfull aka the Old
Post Office building
0 311 East Main Street—8000 sq.ft. retail/flex space Old Fireplace Buidling next to Wings
• Business Update—
o Carrboro Plumbing has found a permanent home at 102 Ashe Street. In addition,they
were awarded a $10,000 grant from Orange County Economic Development. They
learned about the grant opportunity during a joint ESC/CBA after-edu networking event
at Looking Glass Cafe. "We applied for the Economic Development grant after
attending the info session (that you awesomely organized and publicized!!). We found
out in mid-August that our proposal was accepted. We just received the funds this
week(which is super helpful because we are using the funds to upfit our space to
make our quirky little mill housework for our business). We are SO happy that we are
able to stay in Carrboro and keep serving the community that helped us grow!!"
• Galerie Pied-a-Terra, a new fine art gallery has opened at 205 West Weaver Street and
will have it's grand opening on October 12th during ArtWalk.
56
ORANGE COUNTY
ECONOMIC DEVELOPMENT
NORTH CAROLINA
Article 46 Sales Tax
Budgeted Amounts And Expenditures
for Economic Development
10/19/2018
ORANGE COUNTY
ECONOMIC DEVELOPMENT
NORTH CAROLINA
Article 46 Expenditures To Date
■County& Municipalities ■County Carrboro ■Chapel Hill E Hillsborough ■Mebane
County& Municipalities
5%
Mebane
17%
Hillsborough
10%
County
53%
Chapel Hill
13%
Carrboro
2%
Area Expenditures Additional Details
County& Countywide Services and Events (Examples: Agriculture Summit, Orange
Municipalities $373,478 Connect Scholarship Program, Economic Development Summit)
County $4,326,536.98 Utility infrastructure/Debt service for Economic Development Districts, Small
Business and Ag Grants to Businesses and Farms in unincorporated areas
Carrboro $125,668 Small Business Grants,Small Business Loan, Utility Infrastructure
Chapel Hill $1,097,146.24 Loans, Small Business and Ag Grants, Collaborative Outreach, Launch
Hillsborough $814,613.71 Loans, Small Business and Ag Grants
Mebane $1,390,397 Morinaga &AKG Incentives, Morinaga Related Infrastructure, Small Business and
Ag Grants
*Expenditures through 9/30/18
58
ORANGE COJNTY
ECONOMic DEVELOPMENT
Durham Tech-Orange NORM"
County Project Connect
(Scholarships), Article 46 Sales Tax
$200,000 FY 2018-19
Local Fest Planning,
$35,000
Economic Development
Summit, $30,000
Agricultural
Summit, $5,000
Incentive Payments,—/
$347,835
Debt Service on
Infrastructure, $814,641
Business Investment
Grants,$150,000
Agricultural Grants,
$100,000 Innovation Center- I Utility Service
"Launch Chapel Hill", Collaborative/Outreach, Agreement with
$73,500 $20,000 Mebane,$50,000
Economic Development Use of Proceeds Recommended %
FY 18-19 Of Total
Debt Service on Infrastructure $814,641 44.61%
Utility Service Agreement with Mebane $50,000 2.74%
Collaborative/Outreach $20,000 1.10%
Innovation Center- "Launch Chapel Hill" $73,500 4.03%
Agricultural Grants $100,000 5.48%
Business Investment Grants $150,000 8.21%
Incentive Payments $347,835 19.05%
Agricultural Summit $5,000 0.27%
Economic Development Summit $30,000 1.64%
Local Fest Planning $35,000 1.92%
Durham Tech -Orange County Project Connect (Scholarships) $200,000 10.95%
Total $1,825,976 100%
59
FY 2018 - 19 FY 2018-19
Business Investment Grants Agriculture Grants
4%
23% 16%
Chapel Hill
Carrboro
Chapel Hill Hillsborough
51% �
Hillsborough
33% Unincorporated
Orange County
73%
Amount of Amount of
Area #of Grants Area #of Grants
Funding Funding
Carrboro 1 $10,000 Chapel Hill 3 $16,220.69
Chapel Hill 6 $31,084 Hillsborough 4 $33,216.62
Hillsborough 1 $1,500 Unincorporated
Orange County 7 $50,562.67
FY 2018 - 19
Small Business Loan
Hillsborough
100
Area #of Loans Amount of
Funding
Hillsborough 1 $25,000
ORANGE COUNW
ECONOMIC DEVELOPMENT
NORTH CAROLINA
Durham Tech-Orange
County Project Connect
(Scholarships), Article 46 Sales Tax
Food/Farm Products, $200,000 FY 2017-18
$50,000
Local Fest Planning,
$15,000
Economic Development
Summit, $30,000
Agricultural Summit,
$5,000
Incentive Payments,
$337,310
Debt Service on
Infrastructure,$814,936
Business Investment
Grants,$100,000
Agricultural Grants,
$60,000 Innovation Center- Utility Service
"Launch Chapel Hill", Collaborative/Outreach, Agreement with
$73,500 $20,000 Mebane, $50,000
Economic Development Use of Proceeds FY 17-18
Of Total
Debt Service on Infrastructure $814,936 46.42%
Utility Service Agreement with Mebane $50,000 2.85%
Collaborative/Outreach $20,000 1.14%
Innovation Center- "Launch Chapel Hill" $73,500 4.19%
Agricultural Grants $60,000 3.42%
Business Investment Grants $100,000 5.70%
Incentive Payments $337,310 19.21%
Agricultural Summit $5,000 0.28%
Economic Development Summit $30,000 1.71%
Local Fest Planning $15,000 0.85%
Food/Farm Products $50,000 2.85%
Durham Tech -Orange County Project Connect (Scholarships) $200,000 11.39%
Total $1,755,746 100%
61
FY 2017-18 FY 2017-18
Business Investment Grants Agriculture Grants
6%
■Chapel Hill
38% ■Carrboro 36% -Hillsborough
■Chapel Hill
Mebane
Hillsborough 32%
56% Unincorporated
17% Orange County
Area #of Grants Amount of Area #of Grants Amount of
Funding Funding
Carrboro 1 $1,500 Chapel Hill 1 $9,225.60
Chapel Hill 16 $78,636 Hillsborough 2 $19,259.56
Hillsborough 1 10 $62,200 Mebane 1 $10,000
Unincorporated 3 $21,514.84
Orange County
Durham Tech -Orange ORANGE COUNTY
ECONOMIC DEVELOPMENT
County Project Connect NORTH CAROLINA
(Scholarships),$50,000
Agricultural Summit, Article 46 Sales Tax
$7,500
FY 2016-17
Incentive Payments,
$258,886 \
Business Investment
Grants,$100,000
Agricultural Grants,,
$60,000
Innovation Center-
"Launch Chapel Hill",
$40,000
Debt Service on
Small Business Loan Infrastructure, $817,477
Pool,$100,000
Collaborative/Outreach,
$20,000 Utility Service
Agreement with
Mebane, $50,000
Economic Development Use of Proceeds Recommended
FY 16-17 Of Total
Debt Service on Infrastructure $817,477 54.36%
Utility Service Agreement with Mebane $50,000 3.32%
Collaborative/Outreach $20,000 1.33%
Small Business Loan Pool $100,000 6.65%
Innovation Center—"Launch Chapel Hill" $40,000 2.66%
Agricultural Grants $60,000 3.99%
Business Investment Grants $100,000 6.65%
Incentive Payments $258,886 17.21%
Agricultural Summit $7,500 0.50%
Durham Tech—Orange County Project Connect (Scholarships) $50,000 3.32%
Total $1,503,863 100%
Allocations for Prior Years'Excess Collections Since Inception ($382,806)
Strengths, Weaknesses, Opportunities, and Treats Analysis $75,000
Incentive Payments $307,806
63
FY 2016 - 17 FY 2016 - 17
Business Investment Grants Agriculture Grants
3%3%
■Carrboro ■Chapel Hill
27%
Chapel Hill - Hillsborough
� 196
Hillsborough
Mebane
61%
7/�, Unincorporated
Orange County 6% Unincorporated
Orange County
Amount of Amount of
Area #of Grants Funding Area #of Grants Funding
Carrboro 1 $2,000 Chapel Hill 1 $10,000
Chapel Hill 13 $43,776 Hillsborough 2 $13,464
Hillsborough 5 $17,320 Mebane 1 $4,115
Unincorporated 1 $2,000 Unincorporated 5
Orange County Orange County $42,453.98
ORANGE COUNTY
ECONOMIC DEVELOPMENT
NORTH CAROLINA
Business Investment Article 46 Sales Tax
Grants,$100,000
FY 2015-16
Agricultural Grants,
$60,000
Innovation Center-
"Launch Chapel Hill",
$100,000
Small Business Loan
Pool,$200,000
Collateral Materials,
$20,000
Collaborative/Outreach, Debt Service on
$20,000 Infrastructure, $857,288
Utility Service
Agreement with
Mebane,$50,000
Economic Development Use of Proceeds Recommended %
FY 15-16 Of Total
Debt Service on Infrastructure $857,288 60.92%
Utility Service Agreement with Mebane $50,000 3.55%
Collaborative/Outreach $20,000 1.42%
Small Business Loan Pool $200,000 14.21%
Innovation Center- "Launch Chapel Hill" $100,000 7.11%
Agricultural Grants $60,000 4.26%
Business Investment Grants $100,000 7.11%
Collateral Materials $20,000 1.42%
Total $1,407,288 100%
65
FY 2015 - 16 FY 2015 - 16
Business Investment Grants Agriculture Grants
5% 13%
■Carrboro ■Chapel Hill
33%
Chapel Hill ■Hillsborough
47% 35%
Hillsborough Mebane
49% Unincorporated Unincorporated
Orange County 12% Orange County
Area #of Grants Amount of Area #of Grants Amount of
Funding Funding
Carrboro 6 $40,360 Chapel Hill 2 $11,000
Chapel Hill 27 $152,369 Hillsborough 9 $58,884.28
Hillsborough 15 $100,485.95 Mebane 2 $20,000
Unincorporated 2 $15,000 Unincorporated 10 $80,596.49
Orange County Orange County
FY 2015 - 16
Small Business Loan
■Hillsborough
Chapel Hill
Area #of Loans Amount of
Funding
Chapel Hill 2 $190,000
Hillsborough 2 $150,000
66
Article 46 Sales Tax Budgeted Amount
for Economic Development
$2,000,000
$1,900,000
$1,800,000 —
$1,700,000
$1,600,000
$1,500,000
$1,400,000
$1,300,000
$1,200,000
$1,100,000
$1,000,000
FY 2015-16 FY 2016-17 FY 2017-18 FY 2018-19
—Amount $1,407,288 $1,503,863 $1,755,746 $1,825,976
Lifetime Lifetime
Business Investment Grants Small Business Loan
2% 3%
10% Carrboro 4%` Hillsborough
32% Chapel Hill Chapel Hill
45%
Hillsborough Unincorporated
Orange County
56% Unincorporated Carrboro
Orange County
Area #of Grants Amount of Area #of Loans Amount of
Funding Funding
Carrboro 10 $57,424 Carrboro 1 $30,000
Chapel Hill 63 $312,686.95 Chapel Hill 9 $385,000
Hillsborough 30 $176,120 Hillsborough 11 $512,848
Unincorporated 2 $12,000 Unincorporated 1 $47,000
Orange County Orange County
67
Lifetime
Agriculture Grants
■Chapel Hill
Hillsborough
49
31% Mebane
Unincorporated Orange
County
8%
Area #of Grants Amount of
Funding
Chapel Hill 7 $47,961.29
Hillsborough 17 $125,045.71
Mebane 4 $34,115
Unincorporated
25 $195,127.98
Orange County