HomeMy WebLinkAbout2001 Planning - Carrboro Chapel Hill Joint Planning AgreementG
ATTACHMENT "A"
Joint Planning Agreement
September 22, 1987
Amended April 2, 1990
Amended September 30, 1998
Amended February 2, 1999
Amended August 20, 2002
JOINT PLANNING AGREEMENT
THIS AGREEMENT, made and entered into this 2nd day of November, 1987, by and
between the COUNTY OF ORANGE, a political subdivision of the State of North
Carolina, the TOWN OF CHAPEL HILL, and the TOWN OF CARRBORO, municipal
corporations duly created and existing under the laws of North Carolina.
WITNESSETH:
In consideration of the public benefits expected to flow from the cooperative efforts of
the parties in establishing a coordinated and comprehensive system of planning within
their respective areas of public concern, the parties to this Agreement hereby mutually
agree as follows:
ARTICLE 1. PURPOSE, DEFINITIONS, EFFECTIVE DATE, LINKAGE
Section 1.1 Purpose of the Agreement
The purpose of this Agreement is to establish a method of coordinated
and comprehensive planning in the Orange County-Chapel Hill-
Carrboro Joint Planning Area, as defined herein.
Section 1.2 Definitions
A. Joint Planning Area. The area within the Rural Buffer and Transition Areas
designated on the Joint Planning Area Land Use Map lying outside the
extraterritorial planning jurisdiction of Chapel Hill and Carrboro.
1
4
ATTACHMENT "A"
Joint Planning Agreement
B. Joint Planning Area Land Use Plan. The Orange County-Chapel Hill-
Carrboro Joint Planning Land Use Plan dated April, 1986, adopted by Orange
County August 19, 1986 (revised October 13, 1986), amended May 4, 1987
and as it may be amended from time to time.
C. Joint Plamiing Area Land Use Map. The Orange County-Chapel Hill-
Carrboro Joint Planning Area Land Use Map, adopted August 19, 1986
(revised October 13, 1986) and as it may be amended from tune to time.
D. Carrboro Joint Development Review Area (CJDA). The area lying generally
west of a division of the Joint Planning Area and shown as such on the copy
of the Joint Planning Area Land Use Map attached to this Agreement, labeled
Exhibit A, and incorporated herein by reference. Exhibit A is appended to
this Agreement solely for the purpose of indicating the CJDA and the CHJDA
boundary. Exhibit A is an accurate copy of the Joint Planning Area Land Use
Map as of the effective date of this agreement. However, it will only be
changed as the Joint Planning Area Land Use Map is amended if the Map
amendments change the location of either the CJDA or the CHJDA.
E. Chapel Hill Joint Development Review Area (CHJDA). The area lying
generally east of a division of the Joint Planning Area and shown as such on
the copy of the Joint Planning Area Land Use Map attached to this
Agreement, labeled Exhibit A, and incorporated herein by reference. Exhibit
A is appended to this Agreement solely for the purpose of indicating the
CJDA and the CHJDA boundary. Exhibit A is an accurate copy ofthe Joint
Planning Area Land Use Map as of the effective date of this agreement.
l
ATTACHMENT "A"
Joint Planning Agreement
However, it will only be changed as the Joint Planning Area Land Use Map is
amended if the Map amendments change the location of either the CJDA or
the CHJDA.
F. Joint Courtesy Review Area. A portion of the northern Rural Buffer Area
bounded on the east by I-40 and shown as such on Exhibit A.
G. Rural Buffer. That portion of the Joint Planning Area designated on the Joint
Planning Area Land Use Map as such and designated in the Joint Planning
Area Land Use Plan as Rural Residential, Agricultural, Public/Private Open
Space, Resource Conservation, Extractive/Disposal Use and the overlay
district designated University Lake Watershed Area. This area is further
defined as being aloes-density area consisting of single-family homes situated
on large lots having a minimum size of two (2) acres. The Rural Buffer is
further defined as land which, although adjacent to an Urban or Transition
area, is rural in character and which will remain rural, contain low-density
residential uses and not require urban services (public utilities and other town
services).
H. Transition Area. That portion of the Joint Planning Area designated on the
Joint Planning Area Land Use Map as such. This area is further defined as
being in transition from rural to urban or already urban in density. Urban
services (public utilities and other town services) are now provided to this area
or are projected to be provided to this area. The portion of the Transition Area
located in the CJDA shall be further divided into Transition Area I and
Transition Area II on the Joint Planning Area Land Use Map. The Joint
ATTACHMENT "A"
Joint Planning Agreement
Planning Area Land Use Plan shall provide that, within Transition Area II, no
tract may, after the effective date of this Agreement, be approved for
development at a density that exceeds one (1) housing unit per gross acre until
at least 75% of the gross land area of Transition Area I consists of any
combination of:
1. lots containing one acre or less;
2. residential developments approved for development at a density of at least
one unit per acre;
3. streets, roads and utility easements located outside of lots containing one
acre or less;
4. lots or tracts that are used for commercial, industrial, institutional or
governmental purposes;
5. tracts that are owned by the University of North Carolina or other non-
profit entities and that are not available for development.
This density limitation does not apply to Village Mixed Use districts or Office/Assembly
districts as provided for in the Facilitated Small Area Plan for Carrboro's Northern Study
Area.
I. Development Pernit. Major subdivision preliminary plat approval and any
discretionary permit (whether called conditional or special use permit or some
other term) issued by the Orange County Board of Commissioners, the Chapel
Hill Town Council, or the Carrboro Board of Aldermen.
J. Involuntary Annexation. Annexation authorized or undertaken pursuant to
G.S. 160A-31, Article 4A, Part 3.
ATTACHMENT "A"
Joint Planning Agreement
K. Voluntary Annexation. Annexation authorized or undertaken pursuant to G.S.
Chapter 160A-31 or G.S. Chapter 160A, Article 4A, Part 4.
Section 1.3 Effective Date and Duration
A. This Agreement, except as provided below, shall become effective on the
effective date of an Orange County ordinance (1) adopting this Agreement
(after it has been approved. by Chapel Hill and Carrboro); (2) amending
Orange County's Zoning Ordinance (including Zoning Atlas) and Subdivision
Regulations as prescribed in Section 2.1 of this Agreement; (3) amending the
Joint Planning Area Land Use Plan to reflect the existence of Transition Area
I and Transition Area II; and (4) amending the Joint Planning Area Land Use
Map to show the location of Transition Area I and Transition Area II as
indicated on Exhibit A. Any previously adopted Agreements shall become
null and void upon this date. The Appendix to this Agreement shall become
effective upon the execution of this Agreement.
B. This Agreement, including any Appendix hereto, shall remain in effect until
terminated by mutual agreement or by withdrawal of any party. Subject to
termination provisions of this Agreement, annexation provisions of this
Agreement shall be valid for not more than 20 years and may thereafter be
renewed. A party may not withdraw until it holds a public hearing on the
proposed withdrawal followed by written notices to the other parties within
thirty (30) days of the public hearing. The withdrawal shall be effective one
(1) year following receipt by the other party of the written notice. Withdrawal
ATTACHMENT "A"
Joint Planning Agreement
of one party shall not invalidate the Agreement with respect to remaining
parties.
C. Upon execution of this Agreement, the parties agree that each will take, in a
timely manner and without unnecessary delay, all steps (including but not
limited to preparation and adoption of Zoning maps, appointment of
Transition Area representatives to Planning Boards and Boards of Adjustment,
and all required land use ordinance amendments} required to cause this
Agreement to become effective, and will notify the other parties when those
steps have been taken. Orange County will notify the Towns by resolution
when this Agreement becomes effective. This Agreement may become
effective as to two parties pending completion of steps necessary to make
effective a 3-party Agreement.
Section 1.4 Linkage with the Water and Sewer Management, Planning and
Boundary Agreement
The Water and Sewer Management, Planning and Boundary Agreement
(hereinafter WSMPBA) is incorporated into this agreement by reference. A
copy of the WSMPBA is Exhibit B to this agreement. Termination of the
WSMPBA does not terminate this agreement. The withdrawal by a party
from the WSMPBA does not constitute withdrawal from this agreement.
Termination of this agreement or withdrawal from this agreement can only be
accomplished as provided in this agreement.
ARTICLE 2. ADOPTION, ADMINISTRATION AND
AMENDMENT 4F STANDARDS
Section 2.1 Standards Within the Transition Area
ATTACHMENT "A"
Joint Planning Agreement
A. Chapel Hill shall prepare a Zoning Map for that portion of the Transition area
that lies within the CHJDA and shall recommend its adoption by Orange
County which, upon approval and adoption as prescribed in Subsection C of
this Section, shall become part of the Orange County Zoning Ordinance. The
Zoning Map shall be prepared using zoning dishicts which correspond to the
text of the Chapel Hill Land Development Ordinance and which correspond
with the density designations and plan classifications as prescribed in the
adopted Joint Planning Area Land Use Plan and the adopted Joint Planning
Area Land Use Map for the CHJDA.
B. Carrboro shall prepare a Zoning Map for that portion of the Transition area
that lies within the CJDA and shall recommend its adoption by Orange
County, which upon approval and adoption as prescribed in Subsection C of
this Section, shall become part of the Orange County Zoning Ordinance. The
Zoning Map shall be prepared using zoning districts which correspond with
the density designations and plan classifications as prescribed in the adopted
Joint Planning Area Land Use Plan and the adopted Joint Planning Area Land
Use Map for the CJDA. Transition Area II shall have density limited pursuant
to Section 1.2H.
C. Upon completion of the Zoning Maps referred to in Section 2.1A and B above,
Orange County shall amend its Zoning Atlas in accordance with said Maps.
Orange County shall also adopt by reference (i) the Chapel Hill Land
Development Ordinance and make its provisions applicable to that portion of
the Transition area located within the CHJDA, and (ii) the Carrboro Land Use
ATTACHMENT "A"
Joint Planning Agreement
Ordinance and makes its provisions applicable to that portion of the Transition
area located within the CJDA.
Section 2.2 Standards Within the Rural Buffer
Within the Rural Buffer, the Orange County Zoning Ordinance (including
Zoning Atlas) and Subdivision Regulations that are in effect on the effective
date of this Agreement shall remain in effect unless amended in accordance
with Section 2.6 of this Agreement.
Section 2.3 Permit Administration Within the Transition Area
A. Except as otherwise provided in Sections 2.5 and 2.6, the Town of Chapel Hill
and the Town of Carrboro, respectively, shall perform all functions related to the
administration of the ordinances referenced in Section 2.1C. Subject to the
remainder of this Section, Chapel Hill and Carrboro shall administer the
referenced ordinances just as if the land were located within the respective Towns'
planning jurisdictions. Administration shall include, but not be limited to, the
following:
1. Receipt and processing of applications;
2. Issuance of any required permits and certifications;
3. Review and approval of required site/construction plans;
4. Conducting necessary site/building inspections;
5. Enforcement of all standards;
6. Any other acts or things necessary to administer the Ordinances;
and shall be carried out in a manner so as to insure that a developer complies
', with all applicable ordinance requirements and the terms and conditions of
ATTACHMENT "A"
Joint Planning Agreement
any permit issued by the respective towns. The towns may also charge fees
for processing applications, conducting site/construction plan reviews, and
carrying out site/building inspections in accordance with fee schedules
applicable within their respective planning jurisdictions.
B. Whenever Chapel Hill or Carrboro receives an application for a development
permit as defined in this Agreement relating to land within their respective
portions of the Transition area, it shall forward copies of the application to Orange
County for review. The towns shall establish timetables to insure that Orange
County has an opportunity to make recommendations regarding such applications
within the framework of the County's regularly scheduled meeting dates. To the
extent possible, the timetables of the County and the towns shall provide for
simultaneous review to expedite application processing; provided, however, the
towns may not vote to issue or deny a permit until they have received the
recommendations of Orange County or until the expiration of forty-five (45) days
after orange County has received the application, whichever comes first.
C. From time to time a development moratorium is appropriate in order to address
exigent circumstances or the results of a study of density designations, plan
classifications or other matters prescribed by the adopted Joint Planning Area
Land Use Plan, the Joint Planning Area Land Use Map or any of the land use
ordinances of the Town of Chapel Hill or the Town of Carrboro. To preserve the
status'quo pending the consideration of a land use ordinance amendment designed
to address exigent circumstances or the results of a study, the Town of Carrboro
or the Town of Chapel Hill may propose the adoption of a development
Joint Planning Agreement
ATTACHMENT "A"
moratorium pending consideration of the ordinance amendment. With respect to
the CJDA, any proposed moratorium shall not be effective until adopted by the
Town of Carboro and approved by Orange County following a public hearing
conducted by the Town of Carrboro. With respect to the CHJDA, any proposed
moratorium shall not be effective until adopted by the Town of Chapel Hill and
approved by Orange County following a public hearing conducted by the Town of
Chapel Hill. Any such adopted and approved moratorium shall initially be no
more than six months in duration and may be extended one time for no more than
six months for the reasons and following the procedures prescribed here.
Section 2.4 Permit Administration in the Rural Buffer
A. Except as otherwise provided in Section 2.6 and the remaining provisions of this
Section, Orange County shall perform all functions related to the administration
of the ordinances referenced in Section 2 .2 in the same mamler as if the land
were located outside the Joint Planning Area.
B. Whenever Orange County receives an application for a development permit
relating to land located within the CHJDA Rural Buffer or the Joint Courtesy
Review Area, it shall forward copies of the application to Chapel Hill for review.
Similarly, whenever Orange County receives an application for a development
permit relating to land located within the CJDA Rural Buffer or the Joint
Courtesy Review Area, it shall forward copies of the application to Can boro for
review. The County shall establish timetables to insure that the towns have an
opportunity to make recommendations regarding such applications within the
framework of their respective regularly scheduled meeting dates. To the extent
ATTACHMENT "A"
Joint Planning Agreement
possible, the timetables of the respective towns and the County shall provide for
simultaneous review to expedite application processing; provided, however,
Orange County may not vote to issue or deny a permit until it has received the
recommendations of the respective Towns or until the expiration of forty-five (45)
days after the respective towns have received the application, whichever occurs
first.
C. From time to time a development moratorium is appropriate in order to address
exigent circumstances or the results of a study of density designations, plan
classifications or other matters prescribed by the adopted Joint Planning Area
Land Use Plan, the Joint Planning Area Land Use Map or any of the land use
ordinances of Orange County. To preserve the status quo pending the
consideration of a land use ordinance amendment designed to address exigent
circumstances or the results of a study, Orange County may propose the adoption
of a development moratorium pending consideration of the ordinance amendment.
Any proposed moratorium shall not be effective until adopted by Orange County
following a public hearing conducted by Orange County. Any such adopted
moratorium shall initially be no more than six months in duration and may be
extended one time for no more than six months for the reasons and following the
procedures prescribed here.
Section 2.5 Enforcement Remedies.
A. Permit revocation, if necessary and authorized by ordinance, shall be handled by
the same individual or board authorized to issue the original permit.
ATTACHMENT "A"
Joint Planning Agreement
B. Within those portions of the Joint Planning Area where the ordinances specified
in Section 2.IC are administered by the respective towns, enforcement efforts
through the use of civil penalties, criminal penalties or injunctive relief shall be
initiated by the respective towns. The towns shall have the duty to defend at their
own expense and shall indemnify and hold harmless, to the extent they can legally
do so, Orange County, its Board of Commissioners, its advisory boards, its staff
and all members of its boards and staffs, in their official and individual capacities,
from any and all claims, actions, proceedings, expenses, damages or liabilities,
including attorneys' fees and courts costs, resulting from the towns' administration
of the ordinances specified in Sections 2.1(C).
C. Orange County shall notify the respective towns and the towns shall notify Orange County as soon
as practicable thereafter of any such claim, action or proceeding.
A. Section 2.6 Text and Map Amendments
A. Proposed amendments to the Joint Planning Area Land Use Plan and/or the Joint
Planning Area Land Use Map may be initiated by (i) Orange County or (ii) the
Towns or any other party by filing a request for such an amendment with Orange
County. Any petition or request to amend the Joint Planning Area Land Use Plan
received by the County shall be referred to the respective Towns. No such
amendment tnay become effective until after it has been adopted by Orange
County, Chapel Hill and Carrboro following a joint public hearing by all three
governing bodies.
B. Except as provided herein, proposed amendments to the text of the Orange
County Zoning and Subdivision Ordinances that are applicable within the Rural
Buffer as well as proposed changes in zoning district classifications (i.e., zoning
ATTACHMENT "A"
Joint Planning Agreement
snap changes) that affect property within the Rural Buffer shall be initiated and
adopted in accordance with the procedures set forth in those County ordinances.
All such proposals that affect the CHJDA shall be referred to Chapel Hill for
review and recommendation, and all such proposed amendments that affect the
CJDA shall be referred to Carrboro for review and recommendation. Orange
County may not adopt such proposed amendments until the respective Towns
have made their recommendations, or until the expiration of thirty (30) days
following such referral, whichever occurs first.
C. Whenever Chapel Hill proposes to amend the text of its Land Development
Ordinance, and whenever Carrboro proposes to amend the text of its Land Use
Ordinance, the respective towns shall deliver a copy of the full text of the
proposed amendment to Orange County not later than thirty (30) days before the
date of the public hearing on any such amendment. However, with the written
consent of the Orange County Manager or his designate, this thirty (30) day
period may be reduced to not less than ten (10) days. Unless Orange County files
with the respective towns a v~mitten objection on or before the date of the public
hearing on the proposed ordinance ainend~nent, then adoption of the amendment
by the respective town shall automatically effect a corresponding anlendment to
the applicable ordinance adopted by reference by Orange County as provided in
Section 2.1 C. Any such objection shall be based on a determination by Orange
County that the proposed amendment is inconsistent with the adopted Joint
Planning Area Land Use Plan. If a town adopts an amendment despite Orange
County's objection, then it shall refer such amendment to Orange County with a
Joint Planning Agreement
ATTAC~~VIENT "A"
request that the County make corresponding changes as expeditiously as
reasonably possible so that the town may continue to enforce within its portion of
the Transition area the same standards that it enforces within its own planning
jurisdiction. hi the event of objection by Orange County as provided herein, no
such amendment shall be effective within the Joint Planning Area until it is
adopted by Orange County.
D. Orange County may not unilaterally amend the text of its zoning or subdivision
ordinances applicable to the Transition areas (i.e., those ordinances adopted by
reference pursuant to Section 2.1C). Amendments to the ordinances referenced in
Section 2.1C by Orange County may be accomplished only pursuant to subsection
C above (including adoption by Orange County following a request to do so by
the applicable town). Any petitions or request to amend these ordinances
received by the County or initiated by the County shall be referred to the
respective Towns.
E. With respect to property that is located within the CHJDA Transition area,
changes in zoning classifications may not be made unless and until an ordinance
approving such zonng map amendment has been approved both by Orange
County and Chapel Hill following a joint public hearing by the two goveniing
bodies. With respect to property that is located within the CJDA Transition area,
changes in zoning classifications, including the creation of or changes to the
`floating' conditional use districts designed to implement the recommendations of
the `Facilitated Small Area Plan for Carrboro's Northern Study Area' (Village
Mixed Use conditional use districts or Office/Assembly conditional use districts)
Joint Planning Agreement
ATTACHMENT "A"
may not be made unless and until an ordinance approving such zoning map
amendment has been approved both by Orange County and Carrboro following a
joint public hearing by the two governing bodies. Requests for rezonings within
the Transition areas that are filed with the Coiurty shall be referred to the
respective towns to initiate the amendment process.
F. Proposed amendments to the text of this Agreement shall not become effective
until approved by the towns and an Orange County ordinance adopting the
amendment is adopted by Orange County.
Section 2.7 Representation of Transition Area Residents
Chapel Hill shall revise its Land Development Ordinance and Carrboro shall revise
its Land Use Ordinance to provide that at least one resident of each town's respective
Transition area shall be appointed to each town`s respective planning board and
board of adjustment, in the same manner as representation of extraterritorial planning
area residents is provided for in each Town's ordinance.
ARTICLE 3. LIMITATIONS ON ANNEXATIONS
Section 3.1 No Annexation Into Rural Buffer
Except pursuant to the written consent of all parties to this Agreement, neither
Chapel Hill nor Carrboro may annex into the Rural Buffer (whether by voluntary or
involuntary annexation or any other method authorized by law) nor shall any party
seek special legislation accomplishing such annexation.
Section 3.2 No Annexation by One Town Into Another Town's Transition Area
Except pursuant to the written consent of the other town, neither Chapel Hill nor
Carrboro may annex into the other's Transition area (whether voluntary or
ATTAC~-~NT "A"
Joint Planning Agreement
involuntary annexation) or any other method authorized bylaw, nor shall either
Town seek special legislation accomplishing such annexation.
~'~ Carrboro Transition Area 1
Ta Carrboro Transition Area 2
Chapel Hill Transition Area
•-••••••• Carrboro/Chapel Hill Joint
Planning Boundary
E,tra[erritorial Jur15d1ttton
(E:ISting}
University Lake watershed
in Orange County
• University lake watershed
in Carrboro E.T.J.
Chapel Hlil/Carrboro Corporate
~':•`~~:
limits
® Joint Caurte ay Review Area
irIt~P V
• .:r
ATTACHMENT "B"
Water and Sewer Management
Planning and Boundary Agreement
WATER AND SEWER MANAGEMENT, PLANNING
AND BOZTNDARY AGREEMENT
S AGREEMENT, made and entered into this ~ day of
~d/, by and between the COUNTY OF ORANGE, a
political subdivision of the State of North Carolina; the TOWN OF
CARRBORO, the TOWN OF CHAPEL HILL, and the TOWN OF
HILLSBOROUGH, municipal corporations duly created and existing under
the laws of North Carolina; and the ORANGE WATER AND SEWER
AUTHORITY, a public water and sewer authority duly created and existing
under Chapter 162A, Article ] ofthe North Carolina General Statutes.
WITNESSETH:
In consideration of mutual benefits regardingthe definition of water and
sewer service boundaries and the management and planning thereof, the
parties to this agreementhereby mutually agree as follows:
765~~IYL'iy~, ~Et ay „`~,~r anN•'t:r.,u..*?.>,. •r.~J..S~~ ~> ~ ~~W9r,c rF .._.•.._'z.t
A. Charge to the Water and Sewer Boundary Task Force
Since the mid-1980's, several attempts to define water and sewer
service boundaries for Orange County and the municipalities of
Chapel Hill, Canboro and Hillsborough have been undertaken. In
1994, a Task Force was formed consisting of elected officials
from Carrboro, Chapel Hill, Hillsborough and Orange County, as
well as two members of the Orange Water and Sewer Authority
Board of Directors. The charge to the' Water and Sewer Service
Boundary Task Force is attached as Appendix B.
B. Purpose of Water and Sewer Boundary Agreement
To provide a comprehensive, County-wide system of
service areas for future utility development and
interest areas for dealing with private water and
wastewater system problems in areas without public
water and sewer service.
ATTACHMENT "B"
Water and Sewer Management
Planning and Boundary Agreement
2. To complement growth management objectives, land use
plans and annexation plans in existing agreements, such as
the Orange County-Chapel Hill-Carrboro Joint Planning
Agreement and Joint Planning Area Land Use Plan
3. To resolve in advance and preclude future conflicts about
future service areas and annexation areas.
4. To provide for predictable long-range water and sewer
capital improvement planning and financing.
5. To provide for limitations on water and sewer service in
certain areas, as defined.
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A. Effective Date of the Agreement
This agreement shall. become effective upon execution
by all of the parties and signature by the chief elected or
appointed official. ~.
B. Term of Agreement
This agreement shall remain in effect for ten (10) years from its
execution, and shall be renewable as provided in the following
subsection,
C Procedure for renewal
At the end of each ten year tenn, the agreement shall renew
automatically, unless written notice is provided of intent to
withdraw as noted in subsection E below.
D. .Procedure for proposingand acting on changes in
agreementincluding boundaries
Any change to the agreement (including
boundaries) requires approval of all parties to the
agreement.
Water and Sewer Management
Planning and Boundary Agreer
ATTACHMENT "B"
2. The addition of other parties to this agreement steal I be
by consent of the current parties.
E. Procedure for withdrawal from/decision not to renew the
agreement
1. A party may not withdraw from the agreement, until it
holds a public hearing on the proposed withdrawal
followed by written notice to the other parties within 30
days ofthe public hearing. The withdrawal shall be
effective one (1) year following receipt by the other
parties of the written notice.
2. If a party to the agreement withdraws as provided above;
the agreement remains in effect as to the other parties until
al] but one party withdraws in the manner provided for the
in this agreement.
F Accountability of Future Parties
Future utility providers that wish to become parties of this
agreement must be financially and technically capable .of
providing water/sewer service to address public health
emergencies or other identified public facility needs, as defined
by the parties of the boundary agreement. The provider must
have adequate system capacity, technical capability and
financial assets to address system problems within its interest
area without compromising service to current customers.
G. Courtesy Review of Development Proposals Within
Serviceand Interest Areas
The water and sewer providers that are parties to this agreement
will be provided courtesy review and the right to provide
written input into utility design and the provision of easements
for all new major subdivisions and other residential and non-
residential site. plan approvals within their service area and
ATTACPIlVIENT "B"
Water and Sewer Management
Planning and Boundary Agreement
interest area. The party to this agreement with development
plan review authority shall retain approval authority for all
development proposals within its planning jurisdiction.
A. Linkage with the Orange County-Chapel Hill-Carrboro
Joint Planning Agreement and other future agreements
This agreement shall be made part of the Orange County-Chapel
Hill-Carrboro Joint Planning Agreement, by reference, and to any
future cooperative planning agreements that may be entered into
among some or all of the parties. Termination of the Joint
Planning Agreement or any other cooperative planning
agreement does not terminate this agreement. Termination.of this
agreement can only be accomplished as provided in this
agreement. Similarly, the withdrawal of a party fiom the Joint
Planning Agreement or fiom any other cooperative planning
agreement does not constitute withdrawal fiom this agreement:
Withdrawal fiom this agreement can only be accomplished as
provided in this agreement.
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t~!~.~~!"!1~~~._.._.,.. ox Et:.~ '_"`'_....v`.i~~s~~~~°_°~....r..nt...~'~~"~..~ ....v...__.~:X ~ .uusa$vS°~.i~
Primary Sem ce Area; An area (as shown on the Water and Sewer
Service Boundary Map, which is Appendix A) where water and/or
sewer service is now provided, or might reasonably be provided in the
future, according to adopted plans and future amendments to adopted
plans (hereinafter referred to as "service area")2 .
? Arp~tlrln~In.7p~nms.A, the Taxn~HYhEnwghlmg MwINmxAieumdFlamYSovlwAreanrmnb4ndmdl~yogpoasgfd6agrwanevla
laAismySrMaMn
OWASA Long-Term Interest Area: An area (as shown on the Water
and Sewer Service Boundary Map, which is Appendix A) within
which public water and/or sewer service is not anticipated to be made,
but if such services aze to be provided, OWASA will be the
responsible utility service provider. Long-Term Interest Areas are not
service areas, and do not include areas outside of Orange County.
ATTACHMENT "B"
Water and Sewer Management
Planning and Boundary Agreement
OWASA's Long-Term Interest Area is hereinafter referredto as
OWASA's "interest area."
Orange County Long-Term Interest Area: The areas of Orange
County planning jurisdiction(as shown on the Water and Sewer
Service Boundary Map, which is Appendix A) not part of a Primary
Service Area or another Long-Term Interest Area within which public
water and/or sewer service iS not anticipated to be made, but if such
services are to be provided, Orange County will be responsible for
coordinating the provision of utility service. Long-Tenn Interest
Areas are not service areas, and do not include areas outside of
Orange County. Orange County's Long-Tenn Interest Area is
hereinafter referred to as Orange County's "interest area."
Essential Public Facility: Apublicly-owned facility, or a facility
wholly financed by Federal, State or local government (or a
combination thereof) that provides a service for the health, safety and
general welfare of County residents (for example, a school, fire
station, public safety substation or solid waste convenience center).
Adverse Public Health Condition: An AdversePublic Health
Condition exists in the case of a wastewater system(s) when it is (1)
failing, (2) documentedto be failing by the Orange County Health
Department, and (3} no on-site repair is approvable or recommended
by the Orange County Health Department; or, in the case of a well
water supply system, it meets all of the following criteria:
• the well water supply system is contaminated with
a microbial; chemical or other agent which is
known to cause disease or other serious health
effects;
• the well water supply system is not reparable to the
point where the contamination.can beeliminated;
• the water from the well water supply system is not
treatable prior to withdrawal to the point where the
threat of disease or serious health effects is
eliminated;
• there is no alternate location on-site for a new well
water supply system which can be permitted under
Orange County Health Department regulatory
ATTACPIlVIENT "B"
Water and Sewer Management
Planning and Boundary Agreement
criteria in effect at the time of the contamination or
an alternative site is unacceptable because
widespread existence of contamination or because
of the potential of contaminant migration to the
alternate site.
A description of these terms and their application is provided in
Section VI of this Agreement.
Public Water orPublic Sewer Service: The provisionof water
and/or sewer service by a party to this agreement. This definition does
not include consulting servicesand/or tecluucal assistance services.
Emergency Water Transfer: Any short-term transfer of raw water
supply or finished drinking water supply from one service provider to
assist another service provider in meeting water needs during:
a) unanticipated disruptions or emergencies relating to raw or
finished water supply. Such disruptions or emergencies may
result from events including, but not limited to: (i) human error;
ii) equipment or power failure; iii) supply contamination; iv)
major fires, floods,'droughts or other disasters; and v)
operations or facility maintenance activities, or
b) periods when temporary, short-term disruption of water
supply or finished water service may occ~u as a result of
planned or unplanned maintenance of major water supply,
pumping, transmission, treatment, or storage facilities.
Non-Emergency Water Transfer: Any transfer from one water
service provider to another water service provider of raw water supply
or finished drinking water supply wluch is not an emergency water
transfer.
WastewaterTransfer: Any transfer from one wastewater service
providerto another wastewater service provider.
Water and/or Sewer Provider: A mtiuucipal corporation, county,
private non profit water system, or public water and sewer authority
6
ATTACPIlVIENT "B"
Water and Sewer Management
Planning and Boundary Agreement
under the N.C. General Statutes that provides water and/or sewer
service to the public.
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r ,
A. Service Areas and Interest Area Boundaries
The service area and interest area boundaries are as shown in
Appendix A
B. Adherence to Boundaries
1. The boundaries on the map (Appendix A) define the azeas
ui which the parties may provide water acid sewer service;
and no party to this agreement shall extend service beyond
the designated boundaries, except as provided in this
agreement In no case shall service be extended beyond
the boundaries of Orange County without the approval of
the elected boards which exercise planning jurisdiction on
either side of the County boundary. Any extension of lines
or service into Chatham County requires the approval of
Orange County, Chapel Hill or Carrboro, and OWASA
2 OWASA presently provides water and sewerservice
outside of the OWASA Service Area shown on Appendix
A as follows:
location service rop vided
Heritage Hills Subdivision water and sewer
Rangewood Subdivision water and sewer
Piney Mountain Subdivision sewer only
ATTACPIlVIENT "B"
Water and Sewer Management
Planning and Boundary Agreement
OWASA may continue to provide water and sewer service
and may extend water and sewer service within these
subdivisions provided it does so consistent with OWASA
policies and interlocal agreements related to these services
that exist on the effective date of this agreement. Any
change to those policies and interlocal agreements after the
effective date of this agreement can only be accomplished
by an amendment to this agreement.
A. Policy Issues
Planning and growth management issues are influenced by the
location of water and sewer. This agreement is not intended to
supersede other land use agreements made by the local
governments.
B. Procedures for the provision of service within the Service
Areas and Interest Areas
When water and sewer service provision is required
to address an adverse public health condition, or to
provide service to an essential public facility, the
designated provider for-the service area or interest
area shall have the right of first refusal to provide such
service.:
2. Within the service areas and interest areas, the water and
sewer provider will agree to provide. service, as defined
in this agreement, as system capacity, financial resources,
and, other reasonable utility considerations allow, and as
provided in this agreement.
ATTACPIlVIENT "B"
Water and Sewer Management
Planning and Boundary Agreement
C. Policy of "first-refusal"
1. The designated water and sewer provider within
a service azea or interest azea has first right to
provide service if an adverse public health condition
or essential public facility service need is established, and
public water or public sewer service is determinedto be
required to address the adverse public health condition.
2. If the desi~,mated water and sewer provider declines to
provide service, it must notify the other parties to the
agreement with a statement of rationale.
3. The designated water and sewer provider may contract
with another service provider to address the situation, in
the manner prescribed in Section VI of this agreement,
upon consultation with other jurisdictions.
4. l f no other water and sewer provider is available, Orange
County retains the right to address the adverse public
health condition or essential public facility need in the
manner prescribed in Section VI of this agreement.
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A. Prohibitionsand Limitations on Extension Into Interest Areas
The development of land within interest areas is not projecteclto occur
at urban densities, and therefore, public water and sewer service shall
be prohibited in these areas, except. as provided in this agreement
{Section VI.B, VI.C, VI.D, VI.F, VII.A, VII.B, VII.C}3. Individual on-
site and smalUcommunity--scale alternative water supply and
wastewater treatment systems not physically connected to central
systems will be the primary methods of meeting the water and sewer
service needs of existing and future development.
3. ibid.
ATTACPIlVIENT "B"
Water and Sewer Management
Planning and Boundary Agreement
B. Adverse Public )Eiealth Conditions
An exception to the prohibition of public water and sewer service in
interest areas may be made to allow the extension of lines in the event
the Orange CountyHealth Department documents an "adverse public
health condition."
An adverse public health: condition exists where:
Iu the case of existing wastewater systems}, it meets all of the
following criteria:
• the wastewater system is faiing
the wastewater system is documented to be failing
by the Orange County Health Department;
there is no on-site repair approvable or
recommended by the Orange County Health.
Department.
The followingtermsused in the criteria above mean:
Failuig Wastewater~System: A wastewater system is failing
when sewage or eftluenb is seeping or discharging to the ground
surface or to surface waters. A permitted, properly functioning
non-discharge wastewater system (e.g., aspray-irrigation
system)- and a pemttted, properly functioning discharge
system are not failing wastewater systems.
Apurovable On-Site Repair: An approvable on-site wastetwater
system repair that can be completed in a designated repair area
which is approvable under Orange County Health Department
regulatory soil/site criteria in effect of the time. of the needed
repair.
Recommended On-Site Repair: A recommended on-site repair
is one that is not an approvable on-site repair, but is one that in
the best professional judgment of the Orange County Health
Department will reasonably enable the ystem to function
properly. Arecommended on-site repair may incorporate
engineered design (a design certified by an engineerto
overcome all. soiUsite limitations in the particular situation), site
ATTACPIlVIENT "B"
Water and Sewer Management
Planning and Boundary Agreement
or system modification, flow reduction or other measures
caleulatedto improve functionality of the system.
2. In the case of an .existing well water supply system(s), it meets
all of the following criteria:
• the well water supply system. is contuninated with
a microbial, chemical or other agent which is
known to cause disease. or other serious health
effects;
0 the well water supply system is not reparable to the
.point where the contamination can be eliminated;
• the water from the well water supply system is not
treatable prior to withdrawal to the point where the
threat of disease or serious health effects is
eliminated;
there. is no alternate location on-site for a new well
water supply system which can be pemutted under
Orange County Health. Department regulatory
criteria in effect at the time of the contamination or
an alternative site. is unacceptable because
widespread existence of contamination or because.
of the potential of contaminant migration to the
alternate site.
The following tenors used in the criteria above mean:
Well: A well is any excavation that is cored, bored,
drilled, jetted, dug or otherwise .constructed for the
purpose of locating, testing, developing, draining or
recharging any ground water reserves or aquifer, or that
may control, divert; or otherwise control the. movement
of water from or into any aquifer.
Well Water Su~Iv SSystem: A well water supply system
is any well that is intended for use or is usable as a source
of water supply for domestic use (including household
purposes, farm livestock, or gardens) and the pump and
11
ATTACJi IlVIENT "B"
Water and Sewer Management
Planning and Boundary Agreement
under the N.C. General Statutes that provides water and/or sewer
service to the public.
A ~~ ~ A
A. Service Areas and )<merest Area Boundaries
The service area and interest area boundaries are, as shown in
Appendix A.
B. Adherence to Boundaries
1. The boundaries on the map (Appendix A) define the areas
in which the parses may provide water and sewer service,
and no party to this agreement shall extend service beyond
the designated. boundaries, except as provided in this
agreement. In no case shall service be extended beyond
the boundaries of Orange County without the approval of
the elected boards which exercise planning jurisdiction on
either side of the County boundary. Any extension of lines
or service into Chatham County requires the approval of
Orange County, Chapel Hill or Canboro, and OWASA.
2 OWASA presently provides water and sewer service
outside of the OWASA Service Area shown on Appendix
A as follows:
location service provided
Heritage Hills Subdivision waterand sewer
Rangewood Subdivision water and sewer
Piney Mountain Subdivision sewer only
ATTAC~~NT "B"
Water and Sewer Management
Planning and Boundary Agreement
E. Siting of Essential Public Facilities Within Interest Areas
The location of some essential public facilities, particularly
schools, requires special consideration for access to public
water and sewer lines.
Where possible, schools shall be sited in a manner that
promotes the efficient use of existing water and sewer service.
Preferably, a set of criteria governing such situations would be
developed based on consultations between the appropriate
school boards and the elected officials of affected jurisdictions,
and applied as necessary.
Publicly-owned facilities other than a public school shall be
located in a manner that promotes the orderly provision of
water and sewer service. The preferred method of connection is
to lines that already exist, or in a mam~er that would minimize
the need to extend existing lines.
F. Water and Sewer Service IntofOut of Orange County
Water and sewer service of any of the service providers that are
parties to this agreement shall not be extended outside of the
boundaries of Orange County without the approval of the elected
boards which exercise planning jurisdiction on either side ofthe
County boundary. Any extension of lines or service. into Chatham
County requires the approval of Orange County, Chapel Hill or
Carrboro, and OWASA. This approval is not required when
water and sewer service is required as a condition of annexation
by the towns of Chapel Hill or Carrboro,
,,
A. Emergency Water Transfers (This subsection shall not apply
to any system operated by a municipality)
13
ATTACHMENT "B"
Water and Sewer Management
Planning and Boundary Agreement
Emergency water transfers are transfers that:
Are made for short-term duration. For the purpose of this
A~-eement, short-term duration shall be reviewed at 30
days, 60 days and 90 days, with subsequent90-day
intervals up to one year, as per the following process:
a After 30 days duration, a memo from the chief
administrative officials of the service providers
will be sentto the managers ofthe jurisdictions
that are parties to this Agreement. The memo shall
docwnent the emergency, steps being taken to
address the situation, and notify the .managers of
the potential for a longer period of the emergency
watertransfer.
b. At 60 days, the service provider sending the water
shall notify its elected board (or, in the case of
OWASA, the member government elected boards)
on the status of the emergency and provide
opportunity for the boards to review and comment
on the situation. The receiving provider shall
provide similar information.
c. Between 60 days and 90 days from inception of
transfer, •the elected boards which exercise
planning jurisdiction on either side of the boundary
in which the service is provided shall review and
approve or not approve the continuation of the
transfer beyond 90 days. If continuation of the
transfer is approved, it may continue for an
additional 90-day period. Approval shall be
required for each subsequent 90-day period, with a
maximum emergency water transfer duration of
365 days from inception. Lack of action by the
elected boards as provided in this subsection
14
ATTACHIVIENT "B"
Water and Sewer Management
Planning and Boundary Agreement
constitutes approval for the subsequent 90-day
period.
d. At the- 30-day pouit, the service provider shall
determine that adequate water and other resources
and facility capacities are available to support the
extended:emergencytransfcr without adversely
affecting the quality and quantity of water supply
and. services to customers within its service area;
and without adversely affecting environmental
quality within its service area;
AND
2. Are not nrtended to provide raw or finished water supply
necessary to support. new growth and development within
the service area of the service provider receiving the
transfer. Neither party shall, in planning for future
growth and associated.increases in water supply needs,
.rely upon water. from the other. early supplied under this
agreement to serve- such growth.
a. A service provider experiencing a water
emergency and receiving emergency water
transfers must agree to act expeditiously and
adequatelyto mitigate and remove the causes of
the emergency conditions.
B. Non-Emergency Water Transfers (This subsection shall not
apply to the Town of Hillsborough until January 1,2005.)
Non-emergency water transfers aze only permitted with the
approval of the Orange County Board of Commissioners and
the elected or appointed boards of -the service providers
providing and/or receiving the transfer. If OWASA is the
service provider, approval must come from the OWASA Boazd
15
AT"I'AC~IlVIENT "B"
Water and Sewer Management
Planning and Boundary Agreement
of Directors and the elected boards of Carrboro, Chapel Hill
and Orange County.
C. Wastewater Transfers
Wastewatertransfers are only permittedwiththe approval of
the Orange County Board of Commissioners and the elected or
appointed boards of the service providers providing the transfer.
If OWASA is the service provider, approval must come from
the OWASA Board ofDirectors and the elected boards of
Carrboro, Chapel Hill and Orange County.
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Linkages to Other Agreements
There are a number of existing agreements among the parties to
this agreementthat are relevantto the management and
planning of public water and sewer service. In addition, this
agreement and those listed below should all be-read together.
Where inconsistencies exist, this agreement shall control,
except as otherwise provided by law. Included among these
relevant agreements with linkages are:
• Hillsborough-Durham Service Area Agreement
• OWASA-Durham Service Agreement
• Eno River Capacity Use Agreement
• Hillsborough/Orange-Alamance Water Systems
Agreement
• OWASA-Hillsborough Service Agreement
• OWASA-HiAsboroughBulk Water Transfer Agreement
• Chapel Hill-DarhamAnnexation Agreement
• Mutual Aid Agreement
• Jordan Lake Allocations from NC DEHNR
• OWASA Agreements of Purchase and Sale between 1)
OWASA and Carrboro, 2) OWASA and Chapel Hill, and
3) OWASA and UNC
16
ATTAC>E-IlVIENT "B"
Water and Sewer Management
Planning and Boundary Agreement
• OWASA Agreement and Policy related to extensions of
water and sewer into University Lake Watershed
(applicable to water and sewer service to Rangewood
Subdivision a~~d Heritage Hills Subdivision)
• OWASA-Orange County Agreements related to Piney
Mountain Subdivision sewer service
A. Water and Sewer Service Boundaries Map
B. Charge to the Water and SewerBoundary Task Force
C. Toolbox of Remedies for Adverse Public Health Conditions
D. Joint Planning Area Boundary Map
E. ComprehensivePlan Land Use Maps for aT1 Orange County local
governments, and of Chatham County
17
Water and Sewer Management
Planning and Boundary Agreement
ATTACPIlV~NT "B"
THIS AGREEMENT ENTERED INTO THIS .~` DAY OF
S
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Water and Sewer Management
Planning and Boundary Agreement
ATTACHIVIENT "B"
AppendixA
Water and Sewer Management Planning and Bossrzdarv Agreement
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