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HomeMy WebLinkAboutAgenda - 06-07-2005-9bORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: June 7, 2005 Action Agenda Item No. SUBJECT: Chapel Hill-Carrboro City Schools Hiqh School #3 Capital Project Ordinance DEPARTMENT: ManagerlBudget/Attorney PUBLIC HEARING: (Y/N) No ATTACHMENT(S): INFORMATION CONTACT: Proposed Capital Project Ordinance John Link or Rod Visser, 245-2300 Donna Dean, 245-2151 Geof Gledhill, 732-2196 TELEPHONE NUMBERS: Hillsborough 732-8181 Chapel Hill 968-4501 Durham 688-7331 Mebane 336-227-2031 PURPOSE: To consider approval of a revised capital project ordinance to fund construction of Chapel Hill-Carrboro City Schools (CHCCS) High School #3. BACKGROUND: At the County Commissioners' September 21, 2004 meeting, the Board reviewed and discussed the conceptual design for the third high school in the Chapel Hill- Carrboro school system, There was discussion about significant increases that are being experienced in the construction industry for the costs of raw materials such as steel and concrete. At the joint work session between the BOCC and the two school boards an September 27, 2004, CHCCS staff outlined the then-anticipated financial impacts of materials cost increases on the project budget, Documents from the project architect indicated a likely overall project cost of $35.4 million and an anticipated project budget shortfall of about $4.5 million. Construction bids for the third high school were opened in late April 2005 and were substantially higher than the estimates discussed in September 2004, At their meeting on April 21, 2005, the Chapel Hill-Carrboro Board of Education approved a resolution requesting that the BOCC approve a capital project ordinance that would increase project funding for High School #3 by an amount of $7,534,200, for a total of $39,176,200. At the May 5, 2005 work session, the BOGC decided to allocate an additional $4,3 million of funding for this construction project, That additional funding will come from alternative financing for the CHCCS Elementary School #10 project that is already included in the BOGC-endorsed debt issuance schedule, but not needed at this time for Elementary #10. The BOCC's currently approved High School #3 project budget is $30,842,000, This includes a base amount of $27,8 million, $1,9 million in additional funding related to CHCCS' incorporation of project elements addressing smart growth initiatives, and an additional earmarking of $1,142 million in CHCCS school impact fees (to be "repaid" from future CHCCS pay-as-you-go capital 2 allocations) that were used to pay for additional costs of land acquisition for the project. There is an additional $300,000 in alternative financing contemplated, assuming that CHCCS accomplishes additional smart growth initiatives related to sidewalks, pedestrian and bicycle access, or related improvements. With the $4 3 million reallocation approved by the BOCC, the total project budget funded by County appropriations would increase to $35,442,000. The scope, structure, and budget of the High School #3 project have to this point been governed by an interlocal agreement between Orange County and CHCCS that was originally approved in June 2003. Several changes in the cost and anticipated funding stream for the project have taken place during the past two years that would necessitate amendments to the interlocal agreement and its addenda. As an alternative, and in consultation with the Chair and Vice Chair, the Manager recommends that the BOCC consider proposing to the Board of Education that the interlocal agreement be superseded. Instead, the scope, structure, and budget for the High School #3 project -including the previously agreed upon smart growth provisions -would be governed hereafter by the attached capital project ordinance (or any approved revisions thereto) for the life of that construction project. If the BOCC approves the accompanying capital project ordinance, it will signal the Board's commitment to provide $35,442,000 in County appropriated funding for the third high school project (CHCCS has identified an additional $500,000 in non-County appropriated funds that it intends to budget for the construction project). The Board of Education is tentatively scheduled to approve the revised project budget and award construction bids at its meeting on June 16, 2005. FINANCIAL IMPACT: The table below reflects the revised anticipated funding stream for' the High School #3 construction project. The attached capital project ordinance incorporates these revenues and would appropriate the funds needed by CHCCS to award the HS #3 construction contracts. 2001 Bnnd Funds on mall earmarked for CHCCS Elementa #10 $12,800,000 Alternative Financing (not related to Smart Growth; originally earmarked far renovations to older school facilities, as identified during the 2001 Capital Needs Adviso Task Force rocess 2,500,000 Alternative Financin related fo Smart Growth 1,900,000 Pendin Alternative Financin related to Smart Growth 300,000 Alternative Financin redirected from Elementa #10 4,300,000 Accumulated Im act Fees collected riorto interlocal a reementado fion 6,100,000 "Future" Im act Fees collected since interlocal a reementado fion 3,200,000 Pay-As-You-Go (cash paid from accumulated impact fees for additional land costs associated with Glover property, to be repaid from future CHCCS PAYG allocations 1,142,000 Pay-As-You-Go (in accordance with Option 2 of 60-40 capital funding policy,• to re lace Future Im act Fees earmarked for construction 3,200,000 Total BOCC A ro rioted Fundin for Hi h School #3 $35,442,000 NCDOT Funds 50,000 Sales Tax Reimbursements 450,000 Total Fundin Earmarked for Hi h School #3 $35,942,000 RECOMMENDATION(S): The Manager recommends that the Board of County Commissioners approve the accompanying capital project ordinance. PROPOSED 3 High School #3 Chapel Hill-Carrboro City Schools Capital Project Ordinance Be it ordained by the Orange County Board of County Conunissioners that pursuant to Section 1.3.2 of Chapter 159 of the General Statutes of Norkh Carolina, the following capital project is hereby adopted. Section i. The project authorized provides funds for the Chapel Hill-Can-boro City Schools to acquire property for, and to design, construct, and equip a new high school facility to be located on Rock Haven Road, in the vicinity of the intersection of Smith Level Road and Culbreth Road.. Anticipated revenues for the'project consist of 2001 voter approved bond fields, school construction impact fees, pay-as-you-go funding through sales tax receipts, and alternative financing through a private placement loan or similar debt instruments. Section 2. The officers of the County are hereby directed to proceed with the project within the budget contained herein. Section 3. The following revenue is arrticipated to complete this project: 200.3-04 FY 2004-OS 2004-OS Sales Tax $0 $4,342,000 $4,342,000 School Construction Impact Fees $4,634,697 $4,665,303 $9,300,000 Altemarive Financing $0 $9,000,000 $9,000,000 2001 Bonds $0 $12,800,000 $12,800,000 Other $0 $0 $0 Total Fundin $4,634,697 $30,807,303 $35,442,000 Section 4. The following amount is appropriated for this project: Tln-ough FY 2003-44 FY 2004-05 Through FY 2004-05 Construction $0 $26,697,803 $26,697,803 Site uisitirnr $3,531,697 $0 $3,531,697 Site Devel rt $0 $0 $0 Few $1,103,000 $1,059,500 $2,162,500 Funuslun $800,000 $800,000 Technology $0 $1,000,000 $1,000,000 Cor>shvction Contingency $0 $750,000 $750,000 One-Tirr~ Start Costs $0 $500,000 $500,000 Total Cos $4,634,697 $30,807,303 $35,442,000 Section 5. Although not a part of the County appropriation for the CHCCS high school #3 project, it is noted here for reference purposes that the Chapel Hill-Carrboro Board of Education intends to appropriate an additional $500,000 ($450,000 from sales tax reimbursements and $50,000 rROrosEn ~ in North Carolina Department of Transportation funds) from its own funding sources, bringing the project total to $35,942,000. Section 6. This ordinance supersedes the interlocal agreement dated August 7, 2003 (with subsequent Addendum "A" and Addendum "B") as the controlling instrument regarding Phase I (generally as described and defined in Addendum "A" of the August 7, 'L003 interlocal agreement) of high school #3 project budget, scope, and timing. The following provisions of the previously existing interlocal agreement and addenda remain expectations of the ' ' Orange County Board of Commissioners regarding smazt-growth promoting standards that, the Chapel Hill-Canboro Board of Education will incorporate into the project scope, design, and plans for Phase I and Phase II of CHCCS high school #3: 1. Transportation Standards. The building shall be located within % mile of arr existing or planned trail, greenway, bikeway or bus line. The design of CHCCS high school #3 and its ` facilities shall provide bike racks and storage for 10% of the building occupants, provide preferred pazlting for carpools and alternative vehicles and reduce parking lot size and its. associated impervious surfaces by at least 35% from Orange County School Construction Standards by providing no rnore than 420 spaces for Phase I and Phase II student/teacher/staff/ visitor motor vehicle parking, all to be constructed with Phase L 2. Site Standards. The design of CHCCS high school #3 and its facilities shall (1) preserve a minimum of 30% of the site in undeveloped space; azrd (2) provide shade on at least 30% of non-roof impervious surface on the site within 5 yeazs or use azr open grid ,' pavement system, with less than 50% impervious surface, for 50% of the parking area. The site shall comply with the Town of Carrboro's new stream protection plan and irnplemenf a ' storm management plan that does not increase the rate or quality of runoff from the site: 3. Building Standards. The building design shall stress compact design features including multi-story construction. The physical education and athletic facilities shall be designed to minimize land disturbance. 4. Water Use Standards. Design standards shall have a goal of aggregate water reduction of 20% of"the base, not including irrigation, after meeting EPA 1992 fixture performance requirements with respect to irigation and reflect xeriscaping principles. 5. Shared Use Standards. Design standards shall provide the public with non-school hour access to exterior spaces, including a vita track, cross country course designed and maintained to increase environmental awareness and interior spaces for community use including common areas, auditoria and meeting rooms. 6. CHCCS High Performance Standards. Design standards shall comply with the high ; performance building design criteria in School Board Policy 9040. 7. Public Road Improvement Standazds. Endorse the timely construction of road improvements to Smith Level Road and intersection improvements to the intersection of Rock Haven Road and Smith Level Road which improvements have been endorsed by Carrboro and Orange County and which improvements, if timely constructed, will reduce PROPOSED 5 by as much as $250,000 the offsite road improvement cost to CHCCS in its construction of CHCCS high school #.3. 8. Transportation Enhancement Standards. Reduce dependency on the automobile for school functions and to reduce vehicle miles traveled related to school functions by committing at least $300,000 of capital from the amount appropriated to the Construction line item of Section 4 to: a. the purchase of busses or shuttles to be owned by CHCCS or otherwise, in tazrdem with the development of an enhanced transportation system, for school uses and functions, including student, staff and teacher transportation to and from school and student, staff, teacher and visitor transportation to and from preschool and afterschool programs; b. contributions of funds and expertise to the evaluation and development of the use of Chapel Hill Area Transit and/or Orange Public Transportation to provide non- automobile alternatives for transportation of students, staff, teachers and visitors to and from school, preschool and afterschool programs; c. the purchase of transit software to be used to reduce vehicle miles traveled in future redistricting decisions; d, promote walking to and from school and pre and after school programs by funding with matching grants the construction of sidewalks in Can-boro and Chapel Hill located within 1.5 miles of CHCCS high school #3 (the school "walk zone") which sidewalks are likely to be constructed by Carrboro and Chapel Hill only in response to matching grants; e, promote bike riding to and from school and pre and after school programs by funding with matching grants the construction of bike lanes in Carrboro and Chapel Hill within the attendance district of CHCCS high school #.3 which bike lanes are likely to be constructed by or at the request of Carrboro and Chapel Hill only in response to matclvng grants; f. promote bus and other transit transportation to and from school and pre and after school programs by funding the construction of weatherproof shelters (considering climate controlling them) at locations within the attendance district of CHCCS high school #3 adjacent to or conveniently close to pazk and ride locations established by CarrUoro, Chapel Hill and the University of North Cazolina. Section 7. Tlus ordinance is effective .Tune 7, 2005, supersedes all previous High School #3 Capital Project Ordinances, and will remain in effect through .Tune .30, 2008, unless sooner amended or closed out. Adopted this 7th day of Tune, 2005. nxa.FT ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: .June 7, 2005 1 Action Agenda b Item No. SUBJECT: Chapel Hill-Carrboro City Schools High School #3 Capital Project Ordinance DEPARTMENT: Manager/Budget/Attorney PUBLIC HEARING: (Y/N) No ATTACHMENT(S): Proposed Capital Project Ordinance INFORMATION CONTACT: John Link or Rod Visser, 245-2300 Donna Dean, 245-2151 Geof Gledhill, 732-2196 TELEPHONE NUMBERS: Hillsborough 732-8181 Chapel Hill 968-4501 Durham 688-7331 Mebane 336-227-2031 PURPOSE: To consider approval of a revised capital project ordinance to fund construction of Chapel Hill-Carrboro Gity Schools (CHCCS) High School #3. BACKGROUND: At the County Commissioners' September 21, 2004 meeting, the Board reviewed and discussed the conceptual design for the third high school in the Chapel Hill- Carrboro school system. There was discussion about significant increases that are being experienced in the construction industry for the costs of raw materials such as steel and concrete. At the joint work session between the BOCG and the two school boards on September 27, 2004, CHCCS staff outlined the then-anticipated financial impacts of materials cost increases on the project budget. Documents from the project architect indicated a likely overall project cost of $35.4 million and an anticipated project budget shortfall of about $4,5 million. Construction bids for the third high school were opened in late April 2005 and were substantially higher than the estimates discussed in September 2004. At their meeting on April 21, 2005, the Chapel Hill-Carrboro Board of Education approved a resolution requesting that the BOCC approve a capital project ordinance that would increase project funding for High School #3 by an amount of $7,534,200, for a total of $39,176,200. At the May 5, 2005 work session, the BOCC decided to allocate an additional $4.3 million of funding for this construction project. That additional funding will come from alternative financing for the CHCCS Elementary School #10 project that is already included in the BOCC-endorsed debt issuance schedule, but not needed at this time for Elementary #10.. The BOCC's currently approved High School #3 project budget is $30,842,000. This includes a base amount of $27.8 million, $1.9 million in additional funding related to CHCCS' incorporation of project elements addressing smart growth initiatives, and an additional earmarking of $1.142 million in CHCCS school impact fees (to be "repaid" from future CHCCS pay-as-you-go capital DRAFT allocations) that were used to pay for additional costs of land acquisition for the project. There is an additional $300,000 in alternative financing contemplated, assuming that CHCCS accomplishes additional srnart growth initiatives related to sidewalks, pedestrian and bicycle access, or related improvements. With the $4.3 million reallocation approved by the BOCC, the total project budget funded by County appropriations would increase to $35,442,000. The scope, structure, and budget of the High School #3 project have to this point been governed by an interlocal agreement between Orange County and CHCCS that was originally approved in June 2003. Several changes in the cost and anticipated funding stream for' the project have taken place during the past two years that would necessitate amendments to the interlocal agreerent and its addenda. As an alternative, and in consultation with the Chair and Vice Chair, the Manager recommends that the BUCC consider proposing to the Board of Education that they agree to terminate the interlocal agreement. Instead, the scope, structure, and budget for the High School #3 project -including the previously agreed upon smart growth provisions -would be governed hereafter by the attached capital project ordinance (or any approved revisions thereto) for the life of that construction project. If the BOCC approves the accompanying capital project ordinance, it will signal the Board's commitment to provide $35,442,000 in County appropriated funding for the third high school project (CHCCS has identified an additional $500,000 in non-County appropriated funds that it intends to budget for the construction project). The Board of Education is tentatively scheduled to approve the revised project budget and award construction bids at its meeting on June 16, 2005. FINANCIAL IMPACT: The table below reflects the revised anticipated funding stream for' the High School #3 construction project. The attached capital project ordinance incorporates these revenues and would appropriate the funds needed by CHCCS to award the HS #3 construction contracts. 2001 Bond Funds on inall earmarked for CHCCS Elementa #10 $12,800,000 Alternative Financing (not relafed fc Smart Growth; originally earmarked for renovations to older school facilities, as identified during the 2001 Capital Needs Adviso Task Force rocess 2,500,000 Alternative Financin relafed to Smart Growth 1,900,000 Pendin Alternative Financin relafed to Smart Growth 300,000 Alternative Financin redirected from Elemenfa #10 4,300,000 Accumulated Im act Fees collected riot to interlocal a reement ado ticn 6,100,000 "Future" Im act Fees collected since interlocal a reement ado tion 3,200,000 Pay-As-You-Go (cash paid from accumulated impact fees for' additional land costs associated with Glover property, to be repaid from future CHCCS PAYG allocaticns 1,142,000 Pay-As-You-Go (in accordance with Option 2 of 60-40 capital funding policy,• to re lace Future Im act Fees earmarked for construction 3,200,000 Total BOCC A ro rioted Fundin for Hi h School #3 $35,442,000 NCDOT Funds 50,000 Sales Tax Reimbursements 450,000 Total Fundin Earmarked for Hi h School #3 $35,942,000 RECOMMENDATION(S): The Manager recomrends that the Board of County Commissioners approve the accorpanying capital project ordinance. DRAFT .3 High School #3 Chapel Hill-Carrboro City Schools Capital Project Ordinance Be it ordained by the Orange County Board of County Commissioners that pursuant to Section 13.2 of Chapter 159 of the General Statutes of North Carolina, the following capital project is hereby adopted, Section 1. The project authorized provides funds for the Chapel Hill-Carrboro City Schools to acquire property for, and to design, construct, and equip a new high school facility to be located on Rock Haven Road, in the vicinity of the intersection of Smith Level Road and Culbreth Road. Anticipated revenues for the project consist of 2001 voter approved bond funds, school construction impact fees, pay-as-you-go funding through sales tax receipts, and alternative financing through a private placement loan or similar debt instruments. Section 2. The officers of the County aze hereby directed to proceed with the project within the budget contained herein, Section 3. The following revenue is anticipated to complete this project: lIl'U4~[rFY- 2003-04 - FY 2004-05 2004-OS Sales Tax $0 $4,342,000 $4,342,000 School Construction Irnpact Fees $4,634,697 _ $4,665,303 __ $9,300,000 Alternative Financing $0 $9,000,000 $9,000,000 2001 Bonds $0 $12,800,000 $12,800,000 Other $0 $0 $0 Total Fundin $4,634,697 $30,807,303 $35,442,000 Section 4. The following amount is appropriated for this project: Through FY 2003-04 FY 2004.05 Through FY 2004-05 Constrvction $0 $26,697,803 $26,697,803 Site ' ition $3,531,697 $0 $3,531,697 Site bevel $0 $0 $0 Fees $1,103,000 $1,059,500 $2,162,500 Furnishings -- $800,000 $800,000 Technology $0 $1,000,000 $1,000,000 Construction Contingency $0 $750,000 $750,000 Oue-Tirr~ Start Costs $0 $500,000 $500,000 Total Cos $4,634,697 $30,807,303 $35,442,000 Section 5. Although not a part of the County appropriation for the High School #.3 project, it is noted here for reference purposes that the Chapel Hill-Carrboro Board of Education intends to appropriate an additional $500,000 ($450,000 from sales tax reimbursements and $50,000 in DRAFT 4 North Carolina Department of Transportation funds) from its own funding sources, bringing the project total to $35,942,000. Section 6. This ordinance replaces the interlocal agreement dated August 7, 2003 (with subsequent Addendum A and Addendum B) as the controlling instrument regarding the High School #3 project budget, scope, and timing. The following provisions of the previously existing interlocal agreement and addenda remain expectations of the Orange County Board of Commissioners regarding smart-growth promoting standards that the Chapel Hill-Carrboro Board of Education will incorporate into the project scope, design, and plans: L Transportation Standads, The building shall be located within'I/z mile of an existing or planned trail, greenway, bikeway or bus line. The design of CHCCS high school #3 and its facilities shall provide bike racks and storage for 10% of"the building occupants, provide preferred parking for carpools and alternative vehicles and reduce pazking lot size and its associated impervious surfaces by at least 35% from Orange County School Construction Standaz~ds by providing no more than 420 spaces for Phase I and Phase II student/teacher/staffl visitor motor vehicle parking, all to be constructed with Phase L 2. Site Standards. The design of"CHCCS high school #3 and its facilities shall (1) preserve a minimum of" 30% of the site in undeveloped space; and (2) provide shade on at least 30% of non-roof impervious surface on the site within 5 yeazs or use an open grid pavement system, with less than 50% impervious surface, for 50% of the pazking area.. The site shall comply with the Town of Carrboro's new stream protection plan and implement a storm management plan that does not increase the rate or quality of runoff from the site. 3. Building Stazrdards. The building design shall stress compact design features including multi-story construction. The physical education and athletic facilities shall be designed to minimize land dishubance. 4. Water Use Standards. Design standazds shall have a goal of aggregate water reduction of 20% of the base, not including irrigation, after meeting EPA 1992 fixture performance requirements with respect to irrigation and reflect xeriscaping principles. 5. Shared Use Standads. Design standards shall provide the public with non-school hour access to exterior spaces, including a vita track, cross country course designed and maintained to increase environmental awareness and interior spaces for community use including common areas, auditoria azrd meeting rooms. 6. CHCCS High Performance Standards. Design standards shall comply with the high performance building design criteria in School Board Policy 9040. 7.. Public Road Improvement Standaz~ds. Endorse the timely construction of road improvements to Smith Level Road and intersection improvements to the intersection of Rock Haven Aoad and Smith Level Road which improvements have been endorsed by Carrboro and Orange County and which improvements, if timely constructed, will reduce by as much as $250,000 the offsite road improvement cost to CHCCS in its construction of CHCCS high school #3 DRAFT 8. Transportation Enhancement Standards. Reduce dependency on the automobile for school functions and to reduce vehicle miles traveled related to school functions by: a. the purchase ofbusses or shuttles to be owned by CHCCS or otherwise, in tandem with the development of an enhanced transportation system, for school uses and functions, including student, staff and teacher transportation to and from school and student, staff, teacher and visitor transportation to and from preschool and afterschool programs; b. contributions of funds and expertise to the evaluation and development of the use of Chapel Hill Area Transit and/or Orange Public Transportation to provide non- automobile alternatives for transportation of students, staff; teachers and visitors to and from school, preschool and afterschool programs; c. the purchase of transit software to be used to reduce vehicle miles traveled in future redistricting decisions; d, promote walling to and from school and pre and after school programs by funding with matching grants the construction of sidewallcs in Carrboro and Chapel Hill located within 1.S miles of CHCCS high school #3 (the school "walk zone") which sidewallcs aze likely to be constructed by Cairboro and Chapel Hill only in response to matching grants; e, promote bike riding to and from school and pre and after school programs by funding with matching grants the construction of bike lanes in Cazrboro and Chapel Hill within the attendance district of CHCCS high school #3 which bike lanes are likely to be constructed by or at the request of Cazrboro and Chapel Hill only in response to matching grants; f. promote bus and other transit transportation to and from school and pre and after school programs by funding the construction of weatherproof shelters (considering climate controlling them) at locations withn the attendance district of CHCCS high school #3 adjacent to or conveniently close to park and ride locations established by Carrboro, Chapel Hill and the University of North Carolina. Section 7. Tlis ordinance is effective .Tune 7, 2005, supersedes all previous High School #3 Capital Project Ordinances, and will remain in effect through June 30, 2008, unless sooner amended or closed out. Adopted this 7th day of June, 2005..