HomeMy WebLinkAboutAgenda - 01-27-2003-2ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: January 27, 2003
Action Agenda
Item No.
SUBJECT: Introduction to Solid Waste Alternative Financing Issues
DEPARTMENT: Solid Waste Management PUBLIC HEARING: (Y/N) No
ATTACHMENT(S):
Draft PowerPoint Slides
Notebook with Solid Waste Alternative
Financing Background Materials
provided to SWAB
(under separate cover)
INFORMATION CONTACT:
Gayle Wilson 968-2885
TELEPHONE NUMBERS:
Hillsborough 732-8181
Chapel Hill 968-4501
Durham 688-7331
Mebane 336-227-2031
PURPOSE: To provide an introduction/reorientation to the Board of Commissioners regarding
the need for supplemental financing for the solid waste enterprise fund and the options being
considered to provide additional funds in FY 2003-04 for existing and future solid waste
programs and services.
BACKGROUND: Environmental stewardship has been a high priority goal for the Board of
Commissioners for many years. Among other notable examples has been the goal of reducing
per capita disposal of solid waste by 61 percent by the year 2006. Orange County recently
became the first of North Carolina's 100 counties to achieve the State's goal of 40 percent per
capita solid waste disposal by 2006. The County has developed and implemented a wide
range of effective recycling programs that led to this achievement. The FY 2002-03 budget for
recycling is about $2.5 million, almost all of which is funded by tipping fees generated from
disposal of mixed solid waste and construction and demolition waste. Reduced solid waste
disposal has led inevitably to the need to identify and implement other sources of revenue to
underwrite the County's solid waste enterprise fund, particularly for recycling programs.
Substantive discussions of the need for solid waste alternative financing have taken place
intermittently since 1998. The Landfill Owners Group (LOG) formed an Alternative Finance
Committee in February 1998. This Committee performed extensive evaluations of financing
options, but disbanded in early 1999 prior to reaching a conclusion or drafting a final report, as
LOG members turned their collective attention to the priority task of resolving the future
governance of solid waste management throughout Orange County. In 2002, the BOCC
assigned to the Solid Waste Advisory Board (SWAB) the task of evaluating options for providing
alternative financing to the enterprise fund. The SWAB is currently preparing a final report of
their findings to be presented to the BOCC within the next few weeks.
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FINANCIAL IMPACT: There is no financial impact associated with receiving this report.
However, the financial impacts of identifying and implementing alternative financing are
substantial. They will be addressed in a more detailed substantive presentation, tentatively
slated for the Board's February 26, 2003 work session. Some type of supplemental funding will
be essential in the FY 2003-04 budget if the County is to continue current and planned solid
waste and recycling programs.
RECOMMENDATION(S): The Manager recommends that the Board receive and review the
background materials (also previously prepared and distributed to the SWAB) in the solid waste
alternative financing notebook, receive the staff presentation, and identify additional information
needs and any direction to staff regarding preparation for the February 26 work session on this
matter.
DRAFT
Orange County
Solid Waste Management
Enterprise Fund
Introduction to Alternative Financing
Presentation to
the Orange County Board of
County Commissioners
Solid Waste Management Department
January 27, 2003
Alternative
Financing
History
4
DRAFT
June 1997
Carrboro, Chapel Hill, Hillsborough and Orange
County adopt Solid Waste Management Plan
which includes:
• 61% Waste reduction goal
• Expansion of existing waste reduction / recycling programs
• Initiation of new programs, especially in commercial sector
• Significantly enhanced materials processing capabilities
February 1998
Landfill Owners Group forms Alternative
Finance Committee
• Formed to recommend financing mechanisms to fund
plan implementation
• Diverse membership from across jurisdictions
• Utilized a solid waste financial consultant
• Final report submitted December 1998; Two follow-up
reports to Chapel Hill Town Council in 1999
• Last met January 1999
• Focus of governing boards shifts early 1999 to
reorganizing LOG and Interlocal Agreement
negotiations - Alternative Finance discussions
discontinued
2
-
5-DRAFT
September 1999
Solid Waste Advisory Board Established
• Two representatives appointed by each of the
governing boards of the County, Carrboro, Chapel Hill
and Hillsborough
• Non-voting representative from UNC (University has
not signed Interlocal Agreement)
Spring 2002
Solid Waste Advisory Board undertakes as its
priority discussions about alternative financing
• Enlisted the assistance of the Institute of Government's
Environmental Finance Center
• Plans to present final report to the Board of Orange
County Commissioners on February 26, 2003
tO
DRAFT
Why is Alternative Financing
Necessary?
Recycling and Waste Reduction
• Growth of recycling programs / increasing
expenditures over the last 12 years
• Fiscal 2002-03 recycling budget of $2,468,031
• Minimal revenue from recycling programs
• Tipping fee revenue reductions due to significant
waste reduction success
• C&D recycling facilities / equipment investment
• Funding plan implementation to reach 61 % goal
• High citizen expectations for service and a high
community environmental ethic
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1
DRAFT
Disposal
• Development of a new C&D Landfill
• Upcoming landfill closure costs
• 2009 MSW landfill closing meaning loss of
surplus revenue stream
• Need to develop transfer station / increased
disposal cost for transferring waste
• Leakage of waste to local out-of-county facilities
• Potential export of county dollars to out-of-state
facilities
Other Considerations
• Draw down of reserves and lost interest income on
reserves
• Funding of neighborhood public water project
• Need for relocating Departmental administrative
offices by 2006
• Re-establishment of equipment replacement
reserve
• Proceeds not yet distributed to enterprise fund
from disposition of Greene Tract
• Supplemental funding necessary regardless of
degree to which Solid Waste Plan is implemented
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8
DRAFT
Options being considered by
the Solid Waste
Advisory Board
Basic Financial Objectives
• Fund current and projected shortfall
between future expenditures and revenues
• Improve public understanding of general
costs of solid waste services
• Assure supplemental funding be available
for Fiscal Year 2003-04 budget
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9
DRAFT
Final options under consideration
• Property taxes (including District Tax)
• Availability fees
• Combination of property tax and fees
• Prince William County, VA Fee Model
(includes prepaid MSW disposal fee)
Preliminary Estimate of Scope of
Hypothetical Tax Impact.
• Hypothetical Increase in property tax - FY 2003-
04
- Estimated .0236 per $100 value
• Hypothetical Increase in property tax - FY 2008-
09
- Estimated .03 64 per $100 value
OR
• Hypothetical tax increase - level over 5 years
- Estimated .0302 per $100 value
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1o
DRAFT
Preliminary Estimate of Scope of
HY-Pothetical Availability Fees
• Urban curbside service $64.50
• Multifamily unit customer $34.00
• Non-residential
(commercial and tax exempt) $209.00 avg
• Rural curbside $46.00
• Residential (no curbside) $8.00
Key Issues Identified by the
Solid Waste Advisory Board
• Education and Outreach
• Waste Dynamics
• Implementation and Administration
• Finances
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D.; R A F T
Education and Outreach
• General Public perception that recycling is
free
• Need for careful public education about
selected alternative financing method
• Need to consider the University interests
and participation
Waste Dynamics
• Most communities long ago implemented
supplemental solid waste financing
• Consistency with Interlocal Agreement
• How to address waste leaving the County and
avoiding fees / regulatory compliance
• Looking at Orange County Solid Waste
Management as an integrated system
• Failure to implement for FY 2003-04 could
necessitate major program reductions
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la
r? 7's
Implementation and Administration
• Enterprise funds have been significantly reduced
• Whether to establish restricted reserves for closure,
mitigation, or equipment replacement
• Include anticipated cost of implementation and
administration
• Certain appealing fee options can't be
implemented in 2003 - 2004
• Whether to include other County government solid
waste functions / operations in financing
Finances
• Preference for using annual tax bills as billing
mechanism
• Should non-taxable properties / entities pay?
• Will owners or occupants assume primary
responsibility for paying?
• Level of debt financing /bonding to include
• Need to provide for a level or gradually increasing
fee rather than have extreme annual fluctuations
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