HomeMy WebLinkAboutAgenda - 09-17-2002 - 9e 1
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: September 17, 2002
Action Agenda
Item No. q.-e:
SUBJECT. Reimbursement to Chapel Hill-Carrboro City Schools for County's Share of
Construction Costs of Smith Middle School Playing Fields
DEPARTMENT: Budget PUBLIC HEARING: (YIN) No
ATTACHMENT (S):
Attachment 1. Smith Middle School INFORMATION CONTACT:
Construction/K-12 Donna Dean 245-2151
Campus Capital Project
Ordinance TELEPHONE NUMBERS:
Attachment 2. Feb 2001 Development Hillsborough 732-8181
and Joint Use Agreement Chapel Hill 968-4501
Attachment 3. June 2001 Memorandum Durham 688-7331
of Understanding Mebane 336-227-2031
PURPOSE: To approve reimbursement to Chapel Hill-Carrboro City Schools for the County's
share of construction costs of Smith Middle School playing fields.
BACKGROUND: In May 1999, the Town of Carrboro requested that the Board of
Commissioners agree to partner with the Town and the Chapel Hill-Carrboro City Schools to
upgrade the then-proposed athletic fields at the new Smith Middle School to multi-use fields.
The County, Town, and CHCCS entered into a "Development and Joint Use Agreement",
approved by the Board of Commissioners in February 2001, that governs the use of the fields at
Chapel Hill High, Smith Middle, and Seawell Elementary Schools. The agreement assigns
responsibilities to the various parties and outlines cost sharing expectations. A memorandum of
understanding between the parties was subsequently approved by the BOCC in June 2001 to
provide for payment of the costs associated with unanticipated drainage way improvements.
The cost to upgrade the fields was not included in the School district's original cost projections
for Smith Middle School. Therefore, the Town and School Boards requested that the
Commissioners split the additional costs equally between the County and the Town. The
anticipated cost of the field upgrade totaled $150,000 at that time with the County and the Town
contributing $75,000 each to the project. As construction of the fields progressed, there was a
need for additional work to ensure adherence to Carrboro development regulations governing
proper drainage of the fields. The costs associated with the drainage work increased the costs
associated with the fields by $78,117, bringing the total field cost to $228,117. In accordance
with the County and Town agreement to split the cost equally, the County's share of the
additional construction cost for the athletic fields is $114,058, an increase of $39,058 over the
original estimate.
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The Commissioners agreed in 1999 to fund the County's share of the field cost with 1997 voter
approved Recreation and Park bond monies. The attached budget amendment appropriates
those funds to the Smith Middle School Construction/K-12 Campus Capital Project and allows
the County to reimburse the School district for one half of the cost ($114,058) of,field upgrades.
This appropriation brings the total Smith Middle School/K-12 Campus project budget to
$19,534,058.
It is also important to note that the November 2001 bond referendum included $250,000 for
bleachers and lighting at these fields. The Bond and Alternative Financing proposal that staff
presented at the June 24, 2002 budget work session allowed for the issuance of these bond
funds in the bond sale proposed for the current fiscal year. Once the Board finalizes the
proposed financing plan, staff will bring forward an updated Smith Middle School
Construction/K-12 Campus Capital Project Ordinance that allocates 2001 bond funds to the
project for this purpose.
In accordance with the Board's Policy on Planning and Funding School Capital Projects, staff
will bring a final capital project ordinance to the Commissioners once the District has completed
construction and paid all of the bills associated with the project. That will provide an opportunity
for Commissioners to see how the original project budget compares to the final budget, and
serves as the mechanism for the official close out of the project.
FINANCIAL IMPACT: Financial impacts are included in the background information above.
RECOMMENDATION (S): The Manager recommends that the Board of County Commissioners
approve the attached Smith Middle School Construction/K-12 Campus Capital Project
Ordinance.
Smith Middle School Construction/K-72 Campus
Chapel Hill-Carrboro City Schools 3
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 to construct Smith Middle School, co-
located on the Seawall Elementary School and Chapel Hill High School
campus. This project will be financed with proceeds from the 1997 Park and
Recreation Bonds, 1997 School Bonds, and School Construction Impact Fees.
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 anticipated to complete this project:
Rough FY Appropriated roug
2001-02 FY 2002-03 2002-03
ParK & Kecreation
Bond Funds $0 $114,058 $114,058
School on
Funds $19,800,000 $0 $19,800,000
Total Funding $19,800,000 $114,058 19,914,058
Section 4. The following amount is appropriated for this project:
roug ppropr a e k2002-03 ug
2001-02 FY 2002-03 Site Ac uisition 22,600 0 22,600 Site Develo ment $2,744,000 0 ,744,000 Fees $1,603,000 0 ,603,000 Construction $13,159,924 0 ,159,924 Technolo 831,000 $0 831,000 Moveable E ui ment 685,000 0 685,000
Start-U Costs $350,000 0 $350,000
Multi-Use Athletic Fields 0 $114,058 114,058
lGontingency $404,476 1 $0 $404,476
Total Costs $19,800,000 1 $114,058 $19,914 058
Section 5. The following amount is transferred from this project:
roug ppropna a roug
2001.02 FY 2002 03 2002-03
Trans ter o emen ry
School #9 $380,000 $0 $380,000
Section 6. The following amount remains appropriated for this project:
Remaining
Smith Middle School
Project Bud et Less: Transfer Budget
Construction ,9145
$380,000 $19,534,058
Smith Middle School
Capital Project Ordinance .
Page 1
Section 7. This ordinance supersedes all previous Smith Middle School Capital Project
Ordinances.
Section 8. This Ordinance shall remain in effect from July 1, 1998 until June 30, 2003.
Adopted this 17th day of September 2002.
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Iclnrr,en'� Z
Version approved by Orange County Commissioners on 2/20/01
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STATE OF NORTH CAROLINA DEVELOPMENT AND
JOINT USE AGREEMENT
COUNTY OF ORANGE
THIS AGREEMENT, made and entered into by and between the Town of Carrboro, North
Carolina, a North Carolina municipal corporation, 301 West Main Street, Carrboro, North
Carolina 27510 (hereinafter referred to as the "Town'), the County of Orange, a North Carolina
municipal corporation, 200 S. Cameron Street, Hillsborough, North Carolina 27278 (hereinafter
referred to as the "County"), and the Chapel Hill-Carrboro City Board of Education, a school
administrative unit under the laws of the State of North Carolina, Lincoln Center, 750 S. Merritt
Mill Road, Chapel Hill, North Carolina 27516 (hereinafter referred to as the `Board of
Education"), for the joint use and maintenance of facilities to be built by the Board of Education
on property leased by the County, hereinafter referred to as the "R.D. and Euzelle P. Smith
Middle School"(the"School Site").
WITNESSETH
WHEREAS, the parties to this Agreement are public bodies, politic and corporate, under the
laws of the State of North Carolina;and
WHEREAS, the parties are vested with the power and authority to own and improve real estate
for recreational and other public purposes; and
WHEREAS, the Board of Education is in the process of finalizing plans for the construction of
the Smith Middle School and appurtenant recreational fields on the School Site; and
WHEREAS, the Board of Education, the County and the Town recognize that there may be
mutual benefits and cost savings associated with a cooperative effort to develop recreational
facilities for shared use; and
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WHEREAS, the parties recognize the mutual benefit in the Town's acting as lead entity for
programming of such facilities during non-school hours and for communicating with the Board
of Education and County regarding that programming; and
WHEREAS, the Board of Education, the County and the Town have consulted each other and
have determined that their respective interests may be furthered if an additional recreational field
and related amenities for joint use are developed at the School Site contemporaneously with the
construction of the Smith Middle School; and
WHEREAS, the Board of Education, the County and the Town have recognized the need for
additional public athletic fields, and particularly soccer fields; that can be made available for
governmental and private organizations to program and expand recreational opportunities in the
area; and
WHEREAS, the Board of Education, the County and the Town agree that community use of the
recreational fields and parking lots at the Chapel Hill High School, Seawell Elementary School
and Smith Middle School would benefit the citizens of Carrboro and Orange County; and
WHEREAS, the laws of the State of North Carolina provide that the parties hereto may contract
and agree, each with the other, for the joint use of facilities for the stated public purposes; and
WHEREAS, in fiutherance of the aforesaid, the parties hereto do propose to contract and agree
for a period of thirty (30) years, to jointly use and mutually operate recreational fields and
appurtenant facilities all of which are to be constructed by the Board of Education on the
School Site; and
WHEREAS,the implementation of this Agreement would fulfill substantial Board of Education,
County and Town needs, and be of significant mutual benefit to the parties hereto, and to the
public generally;
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WHEREAS, it is understood by the parties that the land on which the specific fields referred to
herein are to be located is owned by the University of North Carolina at Chapel Hill and is State
property, that the land on which the fields referred to herein are to be located is leased to the
Orange County Commissioners for the specific purpose of providing additional land for the
School Site, and that all agreements between the parties will be subject to the underlying lease
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agreements and rights of the State of North Carolina and the University of North Carolina at
Chapel Hill but in no event shall the County's and the Town's access to the soccer field
identified as Field 3b in this Agreement, once constructed, be denied or limited during the term
of this Agreement; and
WHEREAS, the Board of Education has or expects to have control of land currently owned by
the University of North Carolina at Chapel Hill which is to be leased to the Orange County
Commissioners for use by the Chapel Hill-Carrboro City Schools, and has represented that the
leasing arrangement has been approved by the Board of Trustees of the University of North
Carolina at Chapel Hill and currently awaits approval by the Council of State, that the plan to
construct new recreational and athletic fields on the property which will be the subject of the
lease, and that the development of the fields referred to herein is specifically conditioned upon
the final execution and approval of that lease by the Council of State, the University of North
Carolina at Chapel Hill, the Orange County Commissioners, and the Chapel Hill-Carrboro City
Board of Education.
NOW, THEREFORE, in consideration of the foregoing and of the mutual promises and
obligations set forth herein, the receipt and sufficiency of which is hereby acknowledged, the
parties agree as follows:
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1. Construction of An Additional Recreational Field by the Board of Education:
The Board of Education plans to improve existing recreational and athletic fields and to construct
new fields at the Smith Middle School site. By this Agreement,the Board of Education agrees to
construct an additional recreational field on a portion of the Smith Middle School site, which is
situated in the Town of Carrbom. The additional recreational field and the general location at
the site of all planned fields are more particularly depicted as fields numbered 1, 3a, 3b, and 4 on
the Overall Site Plan annexed to this Agreement as Schedule A. The additional field is
specifically one of the two soccer fields and is identified on Schedule A as Field 3b. Subject to
and contingent on the Board of Education obtaining such governmental approvals, permits, and
funding as may be required by applicable state and local laws and ordinances for the construction
of the recreational fields, the recreational fields which are the subject of the Agreement
(collectively referred to herein as the."Fields') are a softball/baseball field(Schedule A, Field 1),
two soccer/practice fields (Schedule A, Fields 3a and 3b) and six (6) tennis courts (Schedule A,
Field 4).
It is the intention of the Board of Education to complete construction of the Fields and
begin use thereof at the earliest possible time. In this connection, irrigation systems and sod are
planned for installation on recreational Fields 1 and 3a. The Board of Education agrees to install
an irrigation system and sod on Field 3b, the cost of such installation to be paid by the Board of
Education. In consideration for these improvements, Field 3b will be available for use by the
Board of Education during all days that school is in session until the end of the regular school
day. The parties agree that Field 3b shall be available for Town and County use commencing at
4:00 p.m. on days that school is in session.
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(a) Lights for Evening Programs: The parties hereto, either jointly or, if one of them
decides to do so, independently, may purchase and install conduits and/or lights at any Field or
Fields either during the initial field construction or anytime in the future.
(b) Miscellaneous Amenities: The Board of Education will provide a backstop,
dugout area and bench, and perimeter fence for the softball/baseball field (Schedule A, Field 1),
a scoreboard and two professional quality soccer goals for each of the soccer fields (Schedule A,
Fields 3a and 3b), sufficient bench space to seat two full soccer teams at each of the soccer
fields (Schedule A, Fields 3a and 3b), a minimum of four (4) trash receptacles, and toilet
facilities. The Board of Education will seek donations of an electronically operated scoreboard
from a private third party. Provided, however, that if the Board of Education cannot find such a
third party to donate an electronically operated scoreboard, the Board of Education is under no
obligation to provide an electronically operated scoreboard.
2. PgMent of County and Town Contributions to Construction Costs. Upon the
completion of the construction work and installation of amenities described above in accordance
with a Conditional Use Permit to be reviewed by the Town for this project, the County and the
Town will each pay to the Board of Education the sum of Seventy-Five Thousand ($75,000)
Dollars, for a combined total contribution of One Hundred Fifty Thousand Dollars ($150,000),
said sum to be applied to the cost of the construction of Field 3b by the Board of Education at the
School Site.
3. Joint Use Of Recreational Fields: The Board of Education agrees that the Town
and the County shall have the right to use Field 3b at all times when school is not in session.
Additionally, the Town and the County may use Fields 1, 3a, and 4 when said Fields are not in
use by the Board of Education, in accordance with the Board of Education's general policy and
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procedure for use of school facilities by non-school entities in effect at the time of the proposed
use of the Fields. The parties understand and agree that the Town and the County will work
together to coordinate programming of the use of the Fields when school is not in session and
that the Town will be the lead entity for programming such use and communicating with the
Board of Education regarding the same.
The Board of Education, th e County and the Town will make the soccer fields available
for use on a Fall weekend each year for a community festival for the Hispanic population,
provided that the event be scheduled at least sixty (60) days in advance to allow for program
planning by the Town, and the County. Minor alterations in the schedule for use of the Fields
Use may be made, from time to time,by representatives of the parties without formal approval of
the parties as long as such alterations and the name of the representative authorizing such
alterations are documented in writing.
4. Utilities.Maintenance and Upkeep
The Board of Education shall be responsible for, and shall bear the frill cost of, upkeep
and routine maintenance of the Fields, including sod and irrigation facilities. However, costs
associated with extraordinary maintenance and repair of the portion of the irrigation system
servicing Field 3b, including labor, supplies and materials, shall be divided equally among the
parties. The Board of Education will not undertake or contract for such extraordinary
maintenance and repairs of Field 3b without the prior consent of the Town and the County.
(a) As set forth in paragraph 1(a), the Town and the County, or either of them, may,
at their own cost and expense, install and maintain lights at one or more of the Fields. The party
or parties installing lights at the Field(s) shall be responsible for the maintenance and upkeep of
the light system. The Board of Education may use the light system, provided that the Board of
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Education shall document its time of usage and, if the Board of Education uses the light system
for more than ten (10) hours per year, the Board of Education shall contribute toward the annual
maintenance and repair costs in proportion to its use of the lights.
(b) Each party shall be responsible for its own lining or marking requirements. The
parties agree to use only non-toxic and non-corrosive products for maintaining, lining or marking
Field 3b,in accordance with the Town's Least Toxic Integrated Pest Management Policy.
S. Joint Use of Parking Area and Playground: The Board of Education agrees that
the public shall have use of the parking lots and recreational facilities at Chapel Hill High
School, Smith Middle School and Seawell Elementary School. Minor alterations regarding the
schedule for availability of these parking lots and recreational facilities may be made, from time
to time, by representatives of the parties without formal approval of the parties as long as such
alterations and the name of the representative authorizing such alterations are documented in
writing.
6. Provision for Town and County Summer Camp or Similar Programs: The
Fields may be reserved for a Town or County summer camp or Town or County programs,
during the months of June, July and August, when school is not in session. Such reservation
shall be made in writing by the Town or County to the Board of Education or its designee, on or
before April 1 of the year in which the Town or County proposes to conduct a camp or programs
at the School Site. It is understood that the Fields will require periods when activities will not be
scheduled in order to provide time for turf rejuvenation. Reservation and use of fields will be
scheduled accordingly.
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In the event the Board of Education determines that the Smith Middle School should be
operated as a year round school, the Town and County may schedule programs during the
intercessions of such year round school when the school is not in session.
7. Availability of Smith Middle School Site: The Town and the County
understand that due to possible construction delays, the Smith Middle School site, including
Fields 3b, may not be available for immediate use when the school opens as scheduled for the
2001-02 school year, and agree that any delay in use due to construction shall not constitute a
breach of this Agreement. Provided, however, that such delay in use shall not exceed two (2)
year from the date that the Smith Middle School opens to students.
S. Waiver of Subro ation/Insurance: The Board of Education agrees to maintain
fire, extended coverage, and vandalism and malicious mischief insurance on the premises and on
personal property of the Board of Education contained therein to the extent of its full insurable
value; the Town and County shall do the same with respect to their property located in or on the
premises. The parties hereby mutually release and discharge each from all claims or liabilities
arising from or caused by fire or other casualty covered by the above insurance on the premises,
or property in or on the premises.
9. Casualty and Liability Insurance: It is understood and agreed by and between
the parties hereto that each party shall carry such casualty and liability insurance as will protect
its interests in said facilities, and protect itself in the event of injury to persons or property
involved in the use of said premises by said party. Each party shall furnish to the other party
upon demand, satisfactory evidence of insurance.
10. Indemnity: Each party hereto shall, to the extent allowed by law, indemnify
and hold harmless and defend the other parties, their agents and employees from any claims,
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cost, expense, liability, action or judgment, including attorney's fees, arising out of or related to
any personal injury, death or property damage with respect to its use of the premises, except to
the extent the same are caused by the negligence or misconduct of another party or parties.
11. Use by Other Parties: It is understood and agreed hereto that the parties shall endeavor
to make the Fields available on a reasonable and non-exclusive basis to other interested groups
and public bodies when not in conflict with the program of the parties hereto, upon such terms
and conditions as the parties entitled to use of the Fields pursuant to this Agreement may, in
their discretion, establish. The Town and County may make Field 3b available to, and co-sponsor
events and programs with, other interested parties during times reserved for use by the Town and
County.
12. Amendments: This Agreement maybe amended by mutual written agreement if
the Board of Education, the County and the Town.
13. Term: This agreement shall exist and continue for a period of thirty (30) years
beginning September 1, 2001 and ending August 31, 2031. Provided, however, that the parties
will review this Agreement on or about September 1, 2001, and every five(5) years thereafter,to
determine whether the Agreement is operating in a manner that is satisfactory to the parties. If
any party believes that changes in circumstances have substantially affected the rights and
responsibilities of the parties under this Agreement, that party may initiate an in-depth review of
the Agreement for the purpose of re-negotiating the terms and conditions of this Agreement. In
the event of such an in-depth review, the parties will in good faith re-negotiate the terms and
conditions of this Agreement to accommodate the changes in the circumstances of the parties and
to maximize joint use of the facilities. A change in the terms of this Agreement based upon such
re-negotiation shall not constitute a breach of this Agreement.
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14. Governmental A rovals: Nothing in this Agreement shall be construed as
waiving, modifying or granting any local government permits or approvals which may be
necessary for the development and/or construction of any facilities or improvements in the
Town. The Board of Education is responsible for seeking and obtaining such local government
approvals as may be necessary for the work.
15. Entire Agreement: This Agreement constitutes the entire Agreement of the
parties hereto.
IN WITNESS WHEREOF, the parties to this Agreement have duly and validly approved
it and caused it to be executed in their behalf by the undersigned agents.
This the_day of
TOWN OF CARRBORO
Robert Morgan, Town Manager
Attest: Town Clerk
Approved as to form and authorization: This Agreement has been
Preaudited in the manner
Required by the Local
Government Budget and
Fiscal Control Act.
Michael B. Brough, Town Attorney Finance Director
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is
This is to certify that on this day personally appeared before me,
with whom I am personally acquainted,who being by me duly sworn, says that Robert Morgan is
Manager of the Town of Carrboro and that he/she, , is the
Town Clerk, a body politic and corporate, described in and which executed the foregoing
Agreement; that he/she knows the common seal of the Town of Carrboro; that the seal affixed to
said instrument is said common seal; that the name of the Town of Carrboro was subscribed
thereto by said Manager of the Town of Carrboro and said Town Clerk subscribed their names
thereto and said common seal was affixed, all by and that said instrument is the act and deed of
said Town of Carrboro.
Witness my hand and seal,this the_day of 2000.
Notary Public
My commission expires:
CHAPEL HILL-CARRBORO BOARD OF EDUCATION
Name, Title
Name, Secretary
ORANGE COUNTY
Stephen H. Halkiotis, Chair
Beverly Blythe, Clerk
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MEMORANDUM OF UNDERSTANDING
1. Whereas the Orange County Commissioners (County), the Town of Carrboro
(Town) and the Chapel Hill-Carrboro Board of Education(the Board) entered into a separate
agreement to construct athletic field 3b at the Smith Middle School site to be primarily set aside
for recreational use by the Town and County.
2. Since the making of said agreement, additional costs have been discovered for the construction
of this field because it will be partially located in a drainage way in Carrboro. Town of
Carrboro ordinances require enhancements to the drainage way, The cost of such
enhancements was not addressed in the original agreement.
3. Recognizing that the Board of Education is constructing athletic field 3b for the primary benefit
of the Town and County, the Town and County agree to reimburse the Board for all costs
incurred in complying with the Town of Carrboro's ordinances pertaining to enhancements of
the drainage way upon written notification of the total amount by the Board of Education. The
costs for this work are estimated to be$83,000. The Town shall pay 50% of such costs
($41,500) and the County shall pay 50%of such costs ($41,500). The reimbursement shall
occur not later than the 2001-2002 fiscal year.
4. This memorandum of understanding hereby amends the Development and Joint Use
Agreement dated January 25,2001 entered into by the Town of Carrboro, Orange County and
the Board of Education. To the extent that any provision of this agreement conflicts with any
provision of the prior agreement,the provision in this agreement controls.
IN WITNESS WHEREOF, the parties of this Agreement have duly and validly approved it and caused
it to be executed in their behalf by the undersigned agents.
This the day of 2001.
CHAPEL-HILL-CARRBORO BOARD OF EDUCATION
Nicolas Didow, Chair
Attest:
Valarie Foushee, Vice-Chair
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ORANGE COUNTY
Stephen Halkiotis, Chair
Attest:
Beverly Blythe, Clerk to the Board
TOWN CARRBORO
This agreement has been pre-audited in the
manner required by the Local
Government Budget and Fiscal.
Robert W. Morgan Control Act
Attest:
L. Bingham Roenigk,Finance Director
Sarah C. Williamson,Town Clerk