HomeMy WebLinkAboutAgenda - 05-16-2000-8jORANGE COUNTY
BOARD OF COUNTY COMMISSIONERS
_ ACTION AGENDA ITEM ABSTRACT
Meeting Date: May 16, 2000
Action Agenda
Item No.
SUBJECT: New Hope Springs Section Three -Preliminary Plan
DEPARTMENT: Planning and Inspections
PUBLIC HEARING: (Y/N) 0
ATTACHMENT(S):
1) Resolution of Approval
2) Application
3) Vicinity Map
4) Agency Comments .
5) Fiscal Impact Analysis
6) Preliminary Plan
INFORMATION CONTACT:
Eddie Kirk
Extension 2582
TELEPHONE NUMBERS:
Hillsborough
Chapel Hill
Durham
Mebane
732-8181
968-4501
fi88-7331
(33fi)227-2Q31
PURPOSE:
Consideration of the Preliminary Plan for New Hope Springs Section Three Subdivision.
BACKGROUND:
Request -Preliminary-Plan
Applicant: B K $~ K Properties
• Subdivision follows the conventional plan.
• 9single-family lots on 24.12 acres (including rights-of way) Average lot size -- 2.61 ac.
• Minimum to Actual Lot Size Ratio (MTAR) is 1.31. Minimum lot size is 2.0 acres. 0%
common area open space is provided.
L in
The property is located off the south side of Davis Road at the end of Section Two of New Hope
Springs in Chapel Hill Township.
Existing and Proposed Conditions
Existing:
• Current zoning is Rural Buffer (RB).
• The property is not located in a designated protected watershed.
Physical Features:
• There are no streams indicated on the property.
• The site is entirely wooded with mixed hardwoods and pines.
Adjacent Land Use:
• Properties to the south and east are wooded.
• Properties to the north and west are developed in single family residential lots.
Proposed:
Roads:
• Access is from New Hope Springs Drive and Valley Creek Drive, both public streets.
• Proposed public streets to be constructed to NCDOT standards.
• Proposed public right-of--way connection to the southern property line.
Water-Sewer:
• Water will be from individual wells.
• Health Department verified that each lot contains suitable soils to locate a septic system.
Agency Comments:
• Comments attached from Environmental Health, and Emergency Management.
Development Process. Schedule, and Action
Planning Board:
• First Action: Concept Plan approved by the Planning Board September 16, 1991. A
revised Phasing Plan was approved by the Board of Commissioners November 4,1996.
• Preliminary Plan addresses all conditions of approval of the Concept Plan.
• Second Action: Planning Board unanimously recommended Preliminary Plan
approval in accordance with, and without change to, the Resolution of Approval on
May 4, 2000.
• Third Action: Board of County Commissioners to consider the Preliminary Plan
Options:
1. The Board shall consider the application within a reasonable amount of time.
2. During deliberations and consideration of the application the Board may defer
consideration at any point to pursue additional analysis and review.
3. If Preliminary Plan is approved by the County Commissioners the applicant shall
have one (1) year to prepare and file a Final Plat or to request aone-year
extension from the Planning Director.
FINANCIAL IMPACT: Fiscal Impact Analysis included as an attachment.
RECOMMENDATION(S):_Planning Staff
Approval, in accordance with the attached Resolution of Approval.
Planning Board
Unanimous Approval, in accordance with the attached Resolution
of Approval.
Administration
Approval, in accordance with the attach®d Resolution of Approval.
RESOLUTION
OF THE
ORANGE COUNTY BOARD OF COUNTY COMMISSIONERS
Date Mav 16, 2000
Name of Subdivisio N w Ho ection Three
Owner/Applicant BK and K Properties
The Board of County Commissioners hereby approves New Hope Springs Subdivision, Section
Three Preliminary Plat, dated March 13, 2000 and containing 91ots, subject to the fulfillment
of requirements specified herein.
A11 roads shall be irrevocably dedicated to the general public and be constructed to standazds
of the North Carolina Department of Transportation. The approval of this resolution
authorizes and directs the Orange County Manager to accept far Orange County and on behalf
of the public generally, the offer of dedication of New Hope Springs Drive, Valley Creek
Drive, and the unnamed stubout to the southern boundary. This acceptance by Orange County
of the dedication to the general public of New Hope Springs Drive, Valley Creek Drive, and
the unnamed stubout designated as Pazcel K shall be without maintenance responsibility.
These roads shall be maintained by the owner/applicant until such time as they are accepted
for maintenance by the North Carolina Department of Transportation or some other
governmental body. Before the Final Plat of any phase of New Hope Springs, Section Three
can be recorded:
A. Sewage Disposal
1. Each residential lot shall contain an adequate area for septic disposal, and repair
azea, approved by the Orange County Division of Environmental Health.
2. Disclosure that the septic system location may restrict the size and location of
improvements. This disclosure shall be included in a document describing
development restrictions to be recorded concurrently with the Final Plat. The
document shall also disclose that information regazding the tentative location of
septic systems is available from the Orange County Health Department,
Division of Environmental Health.
B. Roads and Access
1. New Hone Snrin~s Drive. and Vallev Creek Drive shall be constructed to
4
standazds of the North Carolina Department of Transportation, within a SO foot
right-of--way with S foot utility easements on each side, and the construction
shall be inspected and approved by NCDOT. Twenty (20) foot construction
easements shall be shown on bath sides of the unnamed/ unimproved street.
OR
A letter of credit, escrow agreement, or bond shall be submitted to secure
construction of New Hope Springs Drive, and Valley Creek Drive to the
standazds of the North Carolina Department of Transportation. An estimate of
the construction cost must be prepared by a certified/licensed engineer or
grading contractor and submitted to the Planning and Inspections Department.
The financial guazantee must reflect 110 °!o of that estimate and be issued by an
accredited financial institution licensed to do business in North Cazolina.
The document describing development restrictions to be recorded with the Final
Plat shall state that the financial guazantee will not be released until the road
construction has been inspected and approved by NCDOT.
2. An erosion control plan for construction of the roads shall be submitted by the
applicant for review and approval by the Orange County Erosion Control
Division.
3. The intent for future extension of the ut-named stubout shall be indicated on the
Final Plat by the words "Subject to Future Extension".
4. All lots shall access onto the new subdivision roads. No driveway shall be
closer to an intersection than SO feet. This restriction shall be stated in a
document describing development restrictions and requirements to be prepared
by Planning Staff and recorded concurrently with the Final Plat.
S. Approved street name signs shall be erected at the intersection of streets as
required in Section IV-B-3-c-12 of the Orange County Subdivision Regulations.
Evidence shall be submitted by tb.e applicant that the sign is in place or a copy
of the receipt for purchase of the sign shall be submitted to the Planning
Department.
C. Land Use Buffers and Landscaping
1. Landscaping shall be installed or preserved as indicated on the approved
landscape plan, and must be inspected and approved by the Planning and
Inspections Department.
2. Provisions for protection of existing trees as shown on the approved landscape
plan shall be included in a document describing development restrictions and
requirements to be prepazed by Planning Staff and retarded concurrently with
tha Final Plat
5
D. Drainage
1. Locate a 30 foot drainage easement between lots 56 and 57 as indicated on the
Preliminary Plan. Locate additional drainage easements as required following
review and approval of the Erosion Control Plan.
2. Drainage culverts shall be sized and located as required by NCDOT and the
Orange County Erosion Cantral Officer.
E. Parkland
1. Cash in the amount of $4,095.00 shall be paid to Orange County as payment in
lieu of parkland dedication.
F. Miseellaneous
1. The Final Plat shall contain a title block and vicinity map in accordance with
Section V-D-2 and V-D-3 of the Orange County Subdivision Regulations.
2. The following easements shall be shown on the plat:
a. 30 foot drainage easement between Lots 56 and 57 as indicated on the
Preliminary Plan.
3. A setback of 50 feet shall be maintained as measured from the edge of
right-of--way of all subdivision roads including the unnamed street designated as
Parcel K. Side yards shall be a minimum of 20 feet, and rear yards a minimum
of 20 feet. These setback requirements shall be stated on the plat, and in a
document describing development restrictions and requirements to be prepazed
by Planning Staff and recorded concurrently with the Final Plat.
G. Certifica~ons
A Certificate of Survey and Accuracy signed by a Professional Land Surveyor
shall be notazized on the face of the Final Plat.
2. A Certificate of Declaration and Maintenance in the form provided in Section
V-D-6-b of the Orange County Subdivision Regulations signed by the
landowner and developer shall be on the face of the plat and included in a
document describing development restrictions to be recorded concurrently with
the Final Plat.
4. The North Carolina Department of Transportation shall certify that the public
roads in the Phase being submitted have been constructed to State standards or
that construction plans have been approved.
6
5. A Certificate of Approval signed by the Orange County Planning and
Inspections Department.
Signature of Applicant
Clerk to the Boazd
I, ,accept the above listed conditions of subdivision
approval, and acknowledge that each must be met prior to recordation of the final plat.
Applicant Date
APPLICATION FOR PRELIMINARY PLAN APPROVAL
MA~oR suBOlvlsioN , 8/93
ORANGE COUNTY
DATE:
PLEASE TYPE OR PRINT (INK ONLY)
SU6DIVISION NAME:
LOCATION:
O WN ERlD EV ELOPER:
ADDRESS:
AGE /CONTACT
~~z 1 _~ S I A/J~C ~~,~
TELEPHONE NO,: `"
TELEPHONE NO.: ~3 L--~oL(p
A. SUMMARY' INFORMATION: '
Orenpa County Tax Map ~ Block ~ ~ CN~ (~ ~J'«~
~._ Lotls) ~r1 Township
Zoning Districtlsl: _
Total Number of Acres: .~L.. Phases: ~~ ~ ~ ~~~"• ""-
Total Number of Lots: ~_ Averepe Lot Sixe: Z- ,0c~ Minimum Lot Size: Z.rJ
Number/Typa of Structures: (existing) IJy„~ lproposedl
Lineal Feet in Svaets: Acres in Open Space:
Water Supply: Public (specify) Community Individual
Westewete- Disposal: ~ Public (specify) Community Individual
School piatrict: Ora Fira District: Q
General Lend Uses in Arse: ~'~.7~/{'t^~. ,
Critical Areas: stream/drainepsways ~ ~ ~~ ~~ flood prone arses
watershed (specify) historic sites
other lexplainl
Is the property to ba subdivided currently under 'farm use value taxation"7 Yes_ No_. If "yes",
please contact ihs Orange County Tex' Office. Subdivision of the property may require payment of
deferred taxes under 'farm use value taxation'.
B. All plats must be submitted on sheet no smaller then one inch equals two-hundred feet 11' ~ 200') and
no larger then one inch equals twenty feet (1' "• 20') and must contain the follot+vinp'information:
~ ~ .
c
0
m
41 U
E •~ .I
a~ w
m a
mw
E f~-~
U ~
.~G ~
v~
~~
~~
~G
,~
subdivision name / ~',~~. zoning of tract and adjacent
name de sddrass of ownsrlsl ,
properties
name ~ address of subdivider ~ ~.;, .:_ building setback lines by notation
(if other than owner) or typical let layout
name of surveyor, engineer, / •..•~s.~~.s location end width of existing and
landscape architect or architect, proposed easements (drainage,
address, registration P end seal utilities, roads, etc.)
(title) Preliminary Plan ~ •. ~* existing. Proposed and adjoining
seals, north arrow rights-of-way including dimensions
dab ('including revision dates) end svsat names end stele road
township, tax map-block-lot numbers. Lineal feet of road
references centerlines end approximate
Parent Parcel Identification / acreage of new sweat rights~f-
dasd book end page ~ of propsr[y
' way
to 6a subdivided ~ existing and proposed utilities,
boundary described yvfth bearings including type, sizes, hydrenUr,
and distances
total acreage of•ths vast and ~
" ~ valves, msnholas
existing and proposed curbs,
acreage of lots, including and putter: and culverts, including
excluding aroa within rights-of- ~ sizes and grsdas
way )tl~ lacstion and width of alleys,
convol corner sidewslks, bike lanes, variait
systems, end bus stops
(please complete reverse side) ~
~ •
A r
_- V E ~ °
'AA, • g 4
I -
~
r
- ..
I
E ~
... ~v
~ ..
~ a, ,~ Wr ~ rte` wr n., g
r
' r
I i
~ a
~ ,
~
I
~
,
i +
~ ~~ ~s
, .a. /
~
~
Y
' 0
lam n ~ p
"'
~ ~
' ~ ' S
- ., r ~, me nzs '+"A
/
~~}- + "`
.A. ~
; y
~ it
~
G~
'aa ,a
'
~ ', ~CdgglA(fE
A 1 1 M RCl~
%
i ~ ~
n '
~^ ~ ~ 9 ~iq,r
e „°I ,w W~
~ ~ ,..
' ~ ~ j A .~ _•V • ~+ S
,r:w I ~
w ~ C z~, n C V
^
~
~•
~ O
MA
f ... ..
'
`
I , H - P ~ ..%
~ • ..
1
1 ~
S r ~
~~
, ~ Y
_ YYY
d , ,~~.. 9 ~' i
~ ~
J
1
_
.
_ ~= r L
A
A
~ ~A / r ;r
162A I1.SA ~ ~ • ,
+ - ~ I ,OA
r'' r I
>,
/
~ 1
I1.AY
~.
wao ~
~ >.
~ ~~
~ .r l Mb1
I I r ~ .. ,.. _ ~
~ ~
r ~`
•-• - IG IIA
1
1 ' ~ ~
~~ ~
G
~• '~ ~ ~~ ~H SE RD ~~ _ --' __~
,
-'
MG,1 ~ ~ yRn~ I l,.uA •MA 1 w
~I ~ II IM , ,
d,,, „,ol 1 .,~
V ~ ~
,.m„
~ ~" - .F ~
.alA ~
~j ~` ,nM elty ... CREEK ~ ala,Aa ~
wu anw ~ ~ Ir nv ~ ~x n.A
awA inA , '~ ` ~ p M '"~' Ao _
~ i o „a>•
y ~ ~ `~ ~~ YZ1A
o '
g • AAA ~ ylY
M ~ O FM / I ~ NM
AMA 6MA • /~ ~i
~.
tr-eeotes~
9
_ }
~~ ~ n ~
~ ~~~
~~~~
~~~~
~ ~
__-7-_
9
~ ~ ~
~~ ~
~-
~ f
~ ~~
9
_ ` ` `
~ `~ ~ `\
4
~~ ~ ~ ~'
r~ ~
~~ -
E 1 ~ ~~ i /
~ _ _ /~
c
_ ;gl 1
~ ~i ~
1 h ~~ ~~
9
I
I ~8
~ ~~
se.ledaz®
•~ ~.•1~
i~
~ 1
4W
2~
W
4
~ c4i g
Qc ~
~ Q m
o~ s
aka ~3~
~.o~ :7
~ ~ `a Z ~ ~:
Ewa w a
~ `o v ~
o.zw
lllllgy/~/
~~' _- ~ ~e
~Q Irg U
~ ~1
~~M41111111P~~ ~ m
y 1 ~~
^~
~~
gOp
i~
s
~~
~~~
1
N yj .~
~ ~\ x
/ ~. ~
~o
4?
L
~g
~O
g
m
,. r` `* w n ~.+ ~V i ~~~,4 ~~~iiL~~ .-i i~~~~ ~~~~i i;;`~i~i ~ oooty I
a
v g loanrlwn E. Klein, Chair Rosemary L. Summers, MPH, DrPH ]aver H. Souherland, Vice Choir o
* ~ OraTMge County Board of Fi'ealth . Health Director Orange County Board. of Health
NMM CwY~ ryYW
Environmental Health Division
Ron Holdway, Division Direcmr
3060 Revere Road, P.O. Box 8181
Hillsborougft, NC 27278 Betty Borland
www.co.otanee.ncus/gzanQeLenvhl~h/ Adaunistradve Assistant
Apri126, 2000
Phone, (919) 738181, x2360 FA3G (9I9) 64q
Barbara Patterson Chapel Hill Durham Mebai
Office Assistant (919) 96&4501 (919) 68&7331 (919) 2e
SOIL /SITE Evalliatian Summary for:
NEW HOPE SPRINGS SECTION THREE
CHAPEL HILL Township Map 11 Lot 19
Map Date February 21, 2000
LOT # DESIGN FLOW TYPE SYSTEM
S2 4$0 GPD CONVENTIONAL W/PUMP
S3 360 GPD ULTRA SHALLOW CONVENTIONAL W/PUMP
S4 480 GPD SHALLOW TRENCH CONVENTIONAL
SS 480 GPD ULTRA SHALLOW CONVENTIONAL W/PUMP
56 480 GPD SHALLOW TRENCH CONVENTIONAL W/PUMP
S7 480 GPD SHALLOW TRENCH CONVENTIONAL W/PUMP
S8 480 GPD SHALLOW TRENCH CONVENTIONAL W/PUMP
S9 480 GPD ULTRA SHALLOW CONVENTIONAL W/PT1MP
60 480 GPD SHALLOW TRENCH CONVENTIONAL W/PUMP
NOTES;
The design flow i$ based upon the number of bedrooms applied for by the property owner or developer. The design flow for a beds
120 gallons/day (GPD). (e. g. 480 GPD = 4 bedrooms)
Proposed house locations are provided by the property owner or developer as required by 1 SA NCAC 18A .1900 - .1969. (The Laws
Rules for Sewage Treatment and Disposal Systems)
The design flow, type system, and pump requirement are subject to change based upon the application and site plan or plat submitted
the Construction Authorization.
The blocked areas on the accompanying plat are the limits of the provisionally suitable soils as evaluated by the Orange County Heal
Department. -
11
..,
It should be noted that all lots having aconventional-type drain field with pump are reviewed at a minimum of every five years by the
health department as required by 15 A NCAC 18A .1961 (Maintenance of Sewage Systems).
Ultra Shallow Trench Conventional Systems are placed in areas with 24 inches or more of provisionally suitable characteristics and a
inch soil cap is placed over tho trenches.
Shallow Trench Conventional Systems are placed in areas with 30 inches or more of provisionally suitable characteristics.
Conventional Systems are placed in areas with 36 inches or more of provisionally suitable characteristics.
Orange County Emergency Management
P.O. Box 8181
Hillsborough
.North Cazolina
27278
9-1-1 Communications Emergency Medical Services
24 Hour Warning Point ,,,+~. +,
Fire Marshal
919-732-8161 ~ 933-2600 `
a
aye ~'*~ Disaster Response
„ + ¢ Hazardous Materials
24-Hour Fax Machine 919-644-3030. 968-2050
919-967-9026
~~~
*~~
ri eue
Administrative Fax Machine
919-968-4066
TO: EDDIE KIRK, PLANNING DEPT.
FROM: MIKE TAPP, DEPUTY DIRECTOR/FIRE MARSHAL
RE: NEW HOPE SPRINGS, SECTION THREE PRELIMINARY PLAN
DATE: MARCH 13, 2000
We have reviewed the preliminary plan for New Hope Springs and find them acceptable.
Please send us a final copy for distribution to emergency response agencies when the plan is
given final approval.
12
If you need additional, please contact us.
13
FISCAL IMPACT ANALYSIS FOR NEW HOPE SPRINGS SECTION THREE
RESIDENTIAL SERVICE STANDARD APPROACH
Prepared by
The Orange County Planning Department
April, 2000
PROJECT DESCRIPTION
New Hope Springs Section Three subdivision contains 9 buildable lots and is
located in Chapel Hill Township. The lots are accessed by new public roads which will
intersect with existing public roads in the subdivision. The current zoning is RB --
Rural Buffer. The average lot size is approximately 2.59 acres. Lots will be served by
wells and individual septic systems.
Project build-out is estimated at two years. Housing units will be constructed,
beginning in 2000, with completion of the project scheduled for 2001. Units will
consist of detached single-family homes, and the applicant estimates the average sales
price to be $2$0,000 in 2000 and $300,000 in 2001, including the lot.
METHODOLOGY
Fiscal impact analysis is a projection of the direct, current, public costs and
revenues associated with residential and non residential growth in the jurisdiction in
which the growth is taking place. Fiscal impact analysis considers only direct impact
in that it projects only the primary costs that will be incurred and the immediate
revenues that will be generated. It calculates the financial effect of a planned
development or new subdivision by considering the current costs and revenues such a
development would generate if it were completed and occupied today. Fiscal impact
analysis does not consider the private costs of public action. It is concerned only with
public (governmental) costs and revenues.
The method used in preparing the fiscal impact analysis is the Service Standard
Approach. While only gross expenditures by service category are derived from the Per
Capita Method, the Service Standard method determines the total number of
additional empbyees by service function that will be required as a result of growth.
This method employs average county government costs per person, average school
costs per pupil, an employee to population ratio, and average operating expenses per
employee for each service category and school district. The number of new employees
are projected and multiplied times the average operating expenses (includes
personnel, operating and capital casts) per employee. These average costs are then
weighed against per capita and per pupil revenues to project the total net fiscal impact
of the development.
14
TABLE OF CONTENTS
SERVICE 5TANDARD APPROACH
PROJECT FISCAL IMPACT ANALYSIS
Section 1 -Project Data
Project Name, Township, School District
Beginning Year, Ending Year, Inflation
Characteristics of Households
Construction Schedule/Cost Data
Section 2 -Local Government and School District Data
Budget Year
Per Capita Revenues
Per Capita Expenditures
Per Student Expenditures
School District Per Employee Expenditures
Employees Per 1 QOQ Population
County Per Employee Expenditure
Other Data
Other Model Constants
School District Data
Section 3 -Demographic Projections Based On Project Data
Total Housing
Total Population
School Children
Additional County Employees
Total
School District Additional Employees
Section 4 -Projected Net Fiscal Impact on County
Tax Base
Revenues
Expenditures
Net Fiscal Impact
Section 5 -Projected Net Fiscal Impact on School District
Revenues
Expenditures
Net Fiscal Impact
Section 6 -Summary of Projected Impacts
Additional Housing
Additional Population
Additional School Children
Tax Base
County Govemment Balance
School District Balance
Total Net Fiscal Impact
Section 7 -Summary of Projected Pubiic School Capacity Impacts
15
EXPLANATION OF TE~IyS AND DATA SOURCES
SECTION 1 -PROJECT DATA
Project data includes information about the specific development project. Much,
if not all, of the information is supplied by the applicant. Data inputs include:
Project Name: Name of the project.
Township: Township in which the project is located.
School District: School district in which the project is located.
Beginning Year: The first year of the project in which dwelling units are completed and
occupied.
Ending Year: The last year in which dwelling units are completed and occupied. The
template is set to calculate fiscal impacts for aten-year period.
Inflation Rate: Unless an inflation rate is entered, the template will calculate fiscal
impacts based on constant dollars. Since the inflation rate changes frequently, the
Finance Department must be contacted for the most recent figure.
Persons/Household: The estimated average number of persons/household (dwelling
unit) based on 1990 Census data and studies of the number of students per
household for the school district in which the project is located. The most recent
studies include A Study of Housing Characteristics and Student Generation Rates for Orange
County, N. C. (1995) and Technical Report: Calculation of Proportionate Share Impact Fees
for Financing Public School Capital Needs, Orange County, N. C. (1996).
Children/Household: The estimated average number of school age
children/household (dwelling unit) based on studies of the number of students per
household for the school district in which the project is located. The most recent study
is A Study of Housing Characteristics and Student Generation Rates for Orange County, N. C.
(1995).
Non-Eld®rly: N.C. General Statutes permit an $11,000 exemption to the elderly and
disabled who meet certain income criteria. In the event that elderly units are part of
the project, the percentage of eligible non-elderly units is entered. The tax base will
automatically be adjusted to reflect the exemption.
Number of Homes: The number of dwelling units to be constructed in the project in
each year.
16
Average Sales Price: The average sales price of alt dwelling units based on the
number and sales price of dwelling unit types to be constructed in each year.
SECTION 2 -LOCAL GOVERNMENT AND SCHOOL DISTRICT DATA
Local government data includes .information regarding expenditures required to
provide County services and revenues received based on the approved Orange County
budget for the fecal year in which the project is considered for approval. All
information derived from the approved budget remains constant throughout a fiscal
year (July-June) and is changed only with the approval of a new budget.
Local government revenue and expenditure information is compiled on a per
capita (per person) basis. Per capita• figures are derived by dividing the total
expenditures for a particular service function or revenue source by the estimated
population of Orange County for the year in which the project is considered for
approval. Populations estimates are prepared by the Planning Department.
Data inputs include the following:
Budget Year: The current fiscal year; i.e., 1996-97.
Per Capita Revenues: The sources of revenue by major category are as fallows:
Taxes -Other Than Property: Revenues from taxes other than property taxes include
those from sales and use taxes, franchise taxes, and animal taxes.
Intergovernmental Aid: Revenues from this source, in the form of categorical aid or
shared-tax revenues, are provided through State ar7d federal assistance programs.
Service Charges: Service (or user) charges support numerous functions and are
charged to those who voluntarily ,receive governmental services or use governmental
facilities.
Miscellaneous: Miscellaneous revenues include interest earnings on investments,
proceeds from license and permit fees, and all other revenues.
Per Capita Expenditures: Expenditures by major category are as follows:
General Government: Services related to the legislative, administrative, financial, and
legal functions of government.
Public Safety: Law enforcement services. and emergency medical services.
Public Works: Efforts related to the maintenance of County-owned property and the
provision of sanitation (solid waste disposal) services.
17
Human Services: Departments responsible for the provision of health; social, and
recreation-related services.
Education: Orange County supports two school units, the Orange County school
system and the Chapel Hill-Carrboro school system. This category includes
appropriations made to the designated school system for Recurring Capital items.
Recurring Capital funds are used for general maintenance, purchase of new
equipmentffurnishings and vehicle maintenance.
Non-Departmental: Contributions to agencies providing cultural and social services
outside the formal structure of county govemment. Other expenditures include
equipment replacement and contingency funds. Although there are no employees
generated by this category, it has been included as an operating expenditure. It will be
included in Section 4, 'Total Annual County Expenditure." These expenditures will be
calculated on a per capita basis as opposed to a per employee basis.
Per Student Expenditures: Information regarding expenditures required to provide
educational services and revenues received are based on the approved school system
budgets for the fiscal year in which the project is considered for approval. All
information derived from the approved budgets remains constant throughout a fiscal
year (July-June) and is changed only with the approval of new budgets.
Expenditure information is compiled on a per student basis for County Govemment
Current Expense, School District and State appropriations. County Govemment
Current Expense funds are used for general operation purposes including Instnaction
and Support Services. Federal revenues and expenditures and other local revenues
such as Fund Balance have not been included since they are not directly growth
related. Per student figures are derived by dividing the total appropriation for
educational purposes from a particular source by the estimated number of students to
be enrolled in the applicable school system for the year in which the project is
considered for approval. Student enrollments are obtained from the approved school
system budgets.
County Government: Expenditures in this category are based on appropriations to the
school systems by Orange County for Current Expense. The minimum level of per
student appropriation is determined by the State Board of Education.
School District: Expenditures in this category are unique to the Chapel Hill-Carrboro
school system and are based on the level of expenditures possible through assessment
of a supplementary school tax.
State: Expenditures in this category are based on appropriations from the State Board
of Education.
IS
School District Per Employee Expenditure: Expenditures per employee based on
County, School District and State appropriations, and the total number of school
district employees.
Employees Per 1000 Population: The number of employees in a particular service
category per 1000 population.
County Per Employee Expenditure: The average operating and capital expenses per
employee in a particular service category. Total expenses in each category includes
personnel, operating and capital costs.
19
Other Data: -
County Government Tax Rate: The County tax rate per $100 of assessed valuation.
Since the per capita method focuses only on operating expenditures, the tax rate is
reduced by an amount equal to the debt service payments from property taxes for
capital projects.
School District Tax Rate: The supplementary tax assessed on behalf of the Chapel
Hill-Carrboro school system.
Assessment Ratio: The ratio of market (sales) value to assessed value based on
information supplied by the Tax Office. The assessment ratio is used to convert market
value to assessed value for the purpose of computing the tax base.
Oth®r Model Constants
Elderly Exemption: For projects developed partially or exclusively for elderly (65 and
older) or disabled individuals whose annual income does not exceed $12,000, an
$11,000 tax exemption is used in projecting the tax base.
School District Employees Per Student: The number of employees per student in a
speck school district.
SECTION 3 -DEMOGRAPHIC PROJECTIONS BASED ON PROJECT DATA
Demographic projections provide information about the number of new residents and
school children anticipated in Orange County resulting from project development.
Projections also provide the number of additional employees required per service
function and school district as a result of the new development.
Total Housing Units: The cumulative total of new housing units added each year by
project development.
Total Population: The total population added each year by a project derived by
multiplying the number of homes to be constructed by the number of persons per
household (see Section 1).
- - - -- School Population: The total number of school children added each year by a project
derived by multiplying the number of homes constructed by the number of children
per household (see Section 1).
Additional County Employees: The number of additional employees required per
service category based on project development.
Total: Total of all additional county employees required based on project development.
School District Additional Employees: The number of additional employees required
per school district based on the project development.
SECTION 4 -PROJECTED NET' FISCAL IMPACT ON COUNTY
Tax Base: The tax base represents the increase in assessed property value expected
each year resulting from project development. The values shown are in $1,000's and
are derived from a formula which includes the number and sales price of homes, and
the assessment ratio. Where applicable, the percentage of non-elderly units and elderly
exemption are also used.
Revenues: All revenues are derived from a formula which multiplies the per capita
revenues (Section 2) times the projected population (Section 3). The exception to this
is the property tax which multiplies the tax base times the county government tax rate.
Expenditures: All expenditures are derived from a formula which multiplies the per
employee expenditure (Section 2) times the number of additional employees (Section
3).
Net Fiscal Impact: The net balance is the difference between projected expenditures
and projected revenues. A negative net balance indicates that it costs Orange County
more to provide services to a project than it receives in revenues. A positive net
balance indicates that more revenues are received than it casts to serve a project:
Positive net balances in-one project may thus be used to offset negative balances in
another.
SECTION 5 -PROJECTED NET FISCAL IMPACT ON SCHOOL DISTRICT
Revenues: The County contribution is derived by transferring education expenditures
by County govemment (Section 4). Revenues derived from the school district tax are
derived by multiplying the school district tax times the tax base. State revenues are
derived by multiplying the per student expenditure figure times the total projected
number of school children (Section 3).
Expenditures: Expenditures are derived from a formula which multiplies each per
student expenditure (Section 2) times the total projected number of school children
(Section 3) and adding the results.
Net Fiscal Impact: The net balance is the difference between projected expenditures --- ----
and projected revenues. A negative net balance indicates that it costs the school
system more to provide educational services for children in a project than it receives in
revenues. A positive net balance indicates that more revenues are received than it
costs to serve a project. Positive net balances in one project may thus be used to offset
negative balances in another.
SECTION 6 -SUMMARY OF PROJECTED IMPACTS
zi
SECTION 7 -SUMMARY OF PROJECTED PUBLIC SCHOOL CAPACITY IMPACTS
RESIDENTIAL FISCAL IMPACT TEMPLATE: SERVICE STANDARD METHOD
Bureau of Economic ~ Business Research -University of Florida
Modified 4/15/97 -Orange County, NC Planning Department
SECTION 1 -PROJECT DATA: ENTER THE FOLLOWING DATA FOR EACH PROJECT:
1
TOWNSHIP: Chapel Hill
Ending Year:
Children/House: ENTER "1" BESIDE APPLICABLE SCHOOL DISTRICT BELOW.
HOME SALES DATA:
Number of
Year Haines
2001 5
2003 0
2005 0
2007 0
Anna n
SCHOOL DISTRICT DATA:
LOCATED TO GENERATE STUDENT DISTRIBUTION BY SCHOOL TYPE.
School Attendance:
Middle School
SECTION 2 -LOCAL GOVERNMENT AND SCHOOL DISTRICT DATA
200
0.3
17`
z.
COUNTY POPULATION:
105898
COUNTY PER CAPITA REVENUES (~): REVENUES PER CAPITA
Intecgovemmental 9007481 85.06
Miscellaneous 1738939 16.42
COUNTY PER CAPITA EXPENDITURES (~): EXPENDITURE PER CAPITA
Public Safety 7274334 68.69
Human Services 17112641 161.60
Non-Departmental 3163481 29.87
COUNTY PER EMPLOYEE EXPENDITURE (~): EXPENDITURE PER EMPLOYEE
Public Safety 7274334 50887.26
Human Services 17112641 G4803.43
School District
School District
0 0.00
0 0.00
TAX DATA: ENTER APPLICABLE ASSESSMENT RATIO AND ELDERLY EXEMPTION:
School District Tax Rate (~) 0.0000 Per $100 Assessed Valuation
Elderly Exemption 0 $11,000 Where Applicable
SECTION 3 -DEMOGRAPHIC PROJECTIONS BASED ON PROJECT DATA
aa.
SECTION 4 -PROJECTED FISCAL IMPACT OF PROJECT ON COUNTY GOVERNMENT
z5
SECTION 6 -SUMMARY OF PROJECTED DEMOGRAPHIC/FISCAL IMPACTS
YEAR 2001 2003
HOUSING UNITS 9 9
POPULATION 22 22
SECTION 5 -PROJECTED FISCAL IMPACT OF PROJECT ON SCHOOL DISTRICT 26
SECTION 7 -SUMMARY OF PROJECTED PUBLIC SCHOOL CAPACITY IMPACTS
SCHOOL DISTRICT DATA:
School District:
School Attendance:
2000
Middle School
YEAR
SCHOOL CHILDREN
Elementary
Middle
High School
TOTAL
SCHOOL CAPACITIES -ALL SCHOOLS
Middle
TOTAL
YEAR
PROJECTED ENROLLMENT
Elementary
Middle
High School
TOTAL
YEAR
PROJECTED ENROLLMENT
Elementary
Middle
High School
TOTAL
2001
2002
2003
2i
17°/
2004
2005 2006 2007 2008 2005
2 2
1 1
1 1
3 3
CURRENT ENROLLMENT -ALL SCHOOLS
1522 Middle 1240
6370 TOTAL 5515
2000 2001 2002 2003 200
2824 2$24
1241 1241
1458 1458
5522 5522
2005 2006 2007 2008 200!
2824 2824
1241 1241
1458 1458
5522 5522