HomeMy WebLinkAbout2010-2011FairShareAnnualReport FAIR SHARE ANNUAL REPORT
As of JUNE 30, 2011
January 25, 2012
Submitted to: Hawai`i County Council
Submitted by: Planning Department
Pursuant to: Hawai`i County Code§2-162.1
Fair Share Contributions: As a condition of an ordinance amending the Zoning Code, the County Council may require applicants to
make a Fair Share contribution to mitigate the potential regional impacts of the development with respect to parks and recreation, fire,
police, solid waste disposal facilities, and roads. The value of the contributions is based on the cost of public facilities per developed
unit, and the County Council determines whether the Fair Share contribution is made as cash, land, facilities, or any combination
thereof. The Fair Share contribution is typically due and payable prior to the receipt of Final Subdivision or Plan Approval and is
based on the actual number of units developed.
Fair Share Appropriations: All projects using Fair Share funds must be appropriated by the County Council, with the appropriation
identifying Fair Share as the funding source for all or a portion of the total project costs.
Fair Share expenditures must have a"rational nexus"to the impact caused by the development. "Rational nexus" means the
expenditure must benefit the fee-paying development and be directly related to the impact caused by the fee-paying development.
Moreover, the expenditure should not duplicate the services paid by the development through other means such as property taxes. An
eligible project for Fair Share, therefore, should meet the following criteria:
• Capital improvement(not services that are funded by property taxes as part of the County operational budget);
• New construction (not major repairs or renovations that correct existing deficiencies);
• Located in the judicial district in which the Fair Share was collected (to benefit the fee-paying development);
• Regional benefit(not limited to a single neighborhood or community).
Fair Share Annual Report: Pursuant to Hawaii County Code section 2-162.1, this report summarizes Fair Share contributions and
appropriations through the end of fiscal year 2010-2011 (June 30, 2011).
• Total Contributions. Table 1 details the cash payments to the capital projects fund and the park dedication fund, as well as the
value of the in lieu assets credited. Through June 30, 2011, a total of$8,927,186.25 in cash contributions had been made, not
including the park dedication fund. In lieu credits, all of which require County Council approval by resolution or ordinance,
include improvements paid for by the applicant, planning or design services paid by the applicant for capital improvement
projects, land dedicated to the County or another approved entity, or cash paid to an approved non-County entity.
• Total Appropriations. Table 2 details appropriations authorized by the County Council from the Fair Share capital projects
fund. As of June 30, 2011, there were $2,334,860.40 in appropriations that have been expended or have not lapsed.
• Fund Balance. As of June 30, 2011, the Fair Share fund balance totaled $6,592,325.85. The fund balance equals the total
contributions (Table 1) less the total appropriations that have been expended or have not lapsed (Table 2).
Fair Share Annual Report,as of June 30,2011 1
Capital Funds Available for Fiscal Year 2012-2013. To assist with the formulation of the capital budget, Table 3 summarizes cash
available for fiscal year (FY) 2012-2013 for capital projects by district and project type, as of June 30, 2011. Total cash available
equals total capital projects fund contributions (from Table 1) less total appropriations through June 3 0, 2011 (from Table 2) and
appropriations authorized by the County Council for the current fiscal year (FY 2011-2012) in Ordinance 11-60. $3,005,325.85 in
Fair Share funds are available for capital projects in FY 2012-2013.
Fair Share Annual Report,as of June 30,2011 2
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
CAPITAL PROJECTS FUND
FIRE
South Hilo
12/06/2001 AFK Subdivision Partners:799 51654.37
10/10/2003 Hakalau Farms:824 9 lots 21993.49
11/06/2003 Hakalau Farms:824 9 lots-CPI Adj 127.80
07/12/2004 Miyamoto:928 Fire 4 lots 11361.44
01/25/2005 Uohara,John:975 2 lots 723.76
09/22/2006 DuPonte, Douglas&Joseph/Hakalau Farms:860 14 units 51224.66
06/01/2007 Nakagawa,Craig&April:05-7 1 lot 459.06
10/18/2007 Hilo One, Inc.:833 8 lots inc.CPI adj 31215.12
06/30/2008 Wung, Betty:04-16 5 residential lots-fire 21221.80
12/05/2008 Nakamura,Glenn:06-45 2 lots 952.78
07/29/2009 Hara,Arnold H and Murakami, Lillian K:07-74 1 additional lot 504.33
04/08/2010 Takase,AIIan:06-44 18 units 51743.26
05/17/2010 Miller,Guy:07-63 4 multi-family units 11276.28
10/28/2010 Yamada,Gerald:1046 2 lots 931.20
01/05/2011 Hilo Hillside, LLC:738 56 lots 291604.96
03/10/2011 Yamada,Gerald:1046 5 lots(less the CPI paid for 2 lots) 21179.32
Total South Hilo 631173.63
North Hilo
09/20/2010 Nobriga, Karl:1000 2 lots 723.76
Total North Hilo 723.76
Hamakua
04/26/2001 Nakahara,Scott:813 6 lots 11995.66
Total Hamakua 11995.66
North Kohala
10/21/1996 Karpovich,Robert:823 332.61
09/16/2003 Messmer, Peter:958 21171.28
03/07/2005 Kohala Rnch Dev Crp(aka Kohala Jnt Vntr):710 41 lots 161222.47
Fair Share Annual Report,as of June 30,2011 3
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
08/01/2006 Hanaula Village Partners LLC(frmrly Pro:883 34 units 12,537.84
12/27/2007 Kohala Preserve Con Trst(Surety Kohala):747 6 hotel units 501.54
05/11/2009 Hawaii Island Community Development Corp.:05-28 3 lots 11377.18
Total North Kohala 331142.92
South Kohala
01/06/1998 Kamuela Farms:842 665.22
02/27/1998 Stevens, Lawrence:845 332.61
06/08/2000 Bergin,William:924 1 lot 332.61
10/12/2000 Bergin,William:924 1 lot 332.61
01/25/2001 Parker Ranch, Inc.:907 41989.15
10/08/2002 Kaomalo LLC(R.Smart Rev Persl Trst):715 55 units-Luala'i Ph 1 191006.90
06/23/2004 Kaomalo LLC(R.Smart Rev Persl Trst):715 44 lots for Holo Holo Ku 151065.10
11/12/2004 Kaomalo LLC(R.Smart Rev Persl Trst):715 81 lots for Lualai Phase 11 281682.10
10/26/2005 Bergin,William:924 1 lot 351.60
03/21/2007 Kaomalo LLC(R.Smart Rev Persl Trst):715 Luala'i Phase 3-82 lots;ord 02-25 311130.48
12/05/2007 Waikoloa Beach Club LLC(Hoffee,John W.) Includes Ck#0732 dated 12/14/07 418.04
Total South Kohala 1011306.42
North Kona
02/20/1997 Stephenson, Howard:789 11995.66
03/19/1997 Cherry,James:786 21328.27
06/26/1997 Bezona, Norman:785 332.61
10/02/1997 Robinson, Bruce:788 21328.27
10/15/1997 Beall,Alan:815 2 lots 665.22
01/15/1998 Branco,William:780 997.83
01/27/1998 Hao Street Hui:850 11330.44
02/09/1998 Dungate,Peter:852 11330.44
11/10/1998 Mascari, Leonard:828 665.22
06/21/1999 Towne Realty, Inc./Towne Dev of Hawaii:450&849 28 lots 91313.08
06/21/1999 Towne Realty, Inc./Towne Dev of Hawaii:450&849 27 lots 81980.47
06/21/1999 Towne Realty, Inc./Towne Dev of Hawaii:450&849 23 lots 71650.03
06/30/1999 Harry Foster Irrevocable Trust:859 6 lots 11968.66
07/01/1999 Towne Realty, Inc./Towne Dev of Hawaii:450&849 25 lots 81315.25
Fair Share Annual Report,as of June 30,2011 4
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
11/04/1999 Carlson Realty Co.:830 11330.44
02/09/2000 Moody, Lyle:829 665.22
02/23/2000 Paul,James:787 11330.44
03/06/2000 Cardin,James:908 11663.05
03/30/2000 Nackowski,Robert:887 21660.88
08/16/2000 Wilson, Randi:874 665.22
09/19/2000 Bush,Marion:878 11663.05
11/06/2000 Towne Realty, Inc./Towne Dev of Hawaii:450&849 34 Lots 111308.74
11/06/2000 Towne Realty, Inc./Towne Dev of Hawaii:450&849 20 Lots 61652.20
12/29/2000 Ruis,Antone:790 21328.27
01/16/2001 Dungate,Peter:920 13 units 41323.93
06/19/2001 Knapp,Gregory:816 2 lots 665.22
10/11/2001 Harry Foster Irrevocable Trust:859 13 lots 41323.93
02/14/2002 Towne Realty, Inc./Towne Dev of Hawaii:450&849 39 Lots 131477.60
03/11/2002 Rinkenbach, Keven&Patricia:944 6 lots 11995.66
08/14/2002 Towne Realty, Inc./Towne Dev of Hawaii:450&849 38 Lots 131132.04
12/04/2002 Maniniowali Equity Company LLC:940 140 units 461565.40
01/31/2003 Kamehameha Investment Corp:964 723.76
01/31/2003 Kamehameha Investment Corpl:959 31618.80
01/31/2003 Kamehameha Investment Corp:947 33 lots 101976.13
03/21/2003 Windward Enterprises, Inc.:897 11330.44
05/08/2003 Windward Enterprises, Inc.:897 117.08
06/26/2003 Kona Hwn Vac Ownership(Towne Dev.):436 158 Units 361700.24
08/14/2003 Exchange Property Corporation:853 21328.27
04/23/2004 Gomes Family Limited Partnership:993 15 Lots 51428.20
05/13/2004 Towne Realty, Inc./Towne Dev of Hawaii:450&849 15 lots 51311.45
05/20/2004 Towne Realty, Inc./Towne Dev of Hawaii:450&849 45 lots 151934.50
07/16/2004 Rinkenbach, Keven&Patricia:944 8 Lots 21660.88
08/17/2004 Hualalai Development Company(frmrly Kaup:926 11 Lots 31743.96
08/30/2004 Towne Realty, Inc./Towne Dev of Hawaii:450&849 30 lots 101623.00
09/16/2004 Young, Dennis:1003 Fire 10 lots 31618.80
10/05/2004 Hualalai Development Company(frmrly Kaup:926 80 Lots 271228.80
11/12/2004 International Development Projects. Ltd.:801 4 lots 11431.29
01/05/2005 Sunstone Realty Partners X LLC:996 117 Units 281357.29
Fair Share Annual Report,as of June 30,2011 5
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
02/08/2005 Kona Scenic Land, Inc.:854 20 lots 61961.53
02/10/2005 Towne Realty, Inc./Towne Dev of Hawaii:450&849 23 lots 81144.30
04/29/2005 Towne Realty, Inc./Towne Dev of Hawaii:450&849 22 lots for Fire only 81047.82
07/07/2005 Uluwehi Properties, LLC:1036 20 lots 81704.20
07/28/2005 David DeLuz Sr Enterprises:982 35 lots 121665.80
08/04/2005 Hualalai Development Company(frmrly Kaup:926 21 lots 71383.60
09/19/2005 Star Market,Ltd:895 2 lots 710.72
10/28/2005 Gannon,James P.:834 7 lots 21560.60
02/02/2006 Towne Realty, Inc./Towne Dev of Hawaii:450&849 6 lots 21194.86
02/21/2006 Nani Kona Aina LLC/Welton,Walter&Susan:1001 17 lots 61151.96
06/02/2006 Ken World, Inc.:832 11 SF Lots 41023.41
12/26/2006 Bart Cahoon Trust:989 7 lots 21533.16
01/31/2007 Hualalai Development Company(frmrly Kaup:926 31 SF units 111312.21
03/30/2007 Hualalai Vistas LLC:1026 45 lots 191584.00
03/28/2008 KPC Villages LLC:04-33 15 lots 41611.90
Total North Kona 4281675.70
South Kona
01/28/2000 Bush,Marion:864 11995.66
04/26/2001 Kona Scenic Land, Inc.:775 6 lots 11895.88
05/21/2001 Central Kona Land:951 11995.66
Total South Kona 51887.20
North and South Kona
09/17/1999 Oceanside 1250:765&812 261 units 861811.21
11/14/2000 Oceanside 1250:765&812 98 lots 321595.78
Total North and South Kona 1191406.99
Total Fire 7541312.28
PARKS
South Hilo
07/12/2004 Miyamoto:928 Parks 4-lots/New owner-Lillian Kamigaki 141288.76
01/25/2005 Uohara,John:975 2 lots 71596.08
Fair Share Annual Report,as of June 30,2011 6
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
06/01/2007 Nakagawa,Craig&April:05-7 1 lot 41817.93
06/30/2008 Wung, Betty:04-16 5 residential lots-parks 231318.70
12/05/2008 Nakamura,Glenn:06-45 2 lots 91999.82
07/29/2009 Hara,Arnold H and Murakami, Lillian K:07-74 1 additional lot 51293.15
04/08/2010 Takase,AIIan:06-44 18 units 591074.74
05/17/2010 Miller,Guy:07-63 4 multi-family units 131127.72
10/28/2010 Yamada,Gerald:1046 2 lots 91773.33
01/05/2011 Hilo Hillside, LLC:738 56 lots 3101713.76
03/10/2011 Yamada,Gerald:1046 5 lots(less CPI paid for 2 lots) 221872.85
Total South Hilo 4801876.84
North Hilo
09/20/2010 Nobriga, Karl:1000 2 lots 71596.08
Total North Hilo 71596.08
Hamakua
04/26/2001 Nakahara,Scott:813 6 lots 201945.10
Total Hamakua 201945.10
North Kohala
10/21/1996 Karpovich,Robert:823 31490.85
09/16/2003 Messmer, Peter:958 221788.24
02/09/2004 Kohala Rnch Dev Crp(aka Kohala Jnt Vntr):710 Hooko St Park/Kohala Ranch 1021300.00
12/12/2006 Kohala Rnch Dev Crp(aka Kohala Jnt Vntr):710 Kamehameha Park Comfort Station,Waimea District Park 3791495.69
05/11/2009 Hawaii Island Community Development Corp.:05-28 3 lots 141453.79
Total North Kohala 5221528.57
South Kohala
01/06/1998 Kamuela Farms:842 61981.70
06/08/2000 Bergin,William:924 1 lot 31490.85
10/12/2000 Bergin,William:924 1 lot 31490.85
01/25/2001 Parker Ranch, Inc.:907 521362.75
10/26/2005 Bergin,William:924 1 lot 31690.18
Total South Kohala 701016.33
Fair Share Annual Report,as of June 30,2011 7
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
North Kona
04/18/1994 Sampson LLC(Hualalai Properties, Inc):709&524 Cash paid,but no development yet 501907.31
Condition J$100,000 Monetary Fee credit for Parks and
02/08/1995 Maryl Development:748 Recreation 501000.00
08/07/1995 Keauhou Sunset Corp(Luri Corp):633 101000.00
02/20/1997 Stephenson, Howard:789 201945.10
03/19/1997 Cherry,James:786 241435.95
06/26/1997 Bezona, Norman:785 31490.85
10/02/1997 Robinson, Bruce:788 241435.95
10/15/1997 Beall,Alan:815 2 lots 61981.70
01/15/1998 Branco,William:780 101472.55
01/27/1998 Hao Street Hui:850 131963.40
02/09/1998 Dungate,Peter:852 131963.40
Condition J$100,000 Monetary Fee credit for Parks and
03/16/1998 Maryl Development:748 Recreation 501000.00
11/10/1998 Mascari, Leonard:828 61981.70
06/30/1999 Harry Foster Irrevocable Trust:859 6 lots 201945.10
11/04/1999 Carlson Realty Co.:830 131963.40
02/09/2000 Moody, Lyle:829 61981.70
02/23/2000 Paul,James:787 131963.40
03/06/2000 Cardin,James:908 171454.25
03/30/2000 Nackowski,Robert:887 8 lots 271926.80
08/16/2000 Wilson, Randi:874 61981.70
09/19/2000 Bush,Marion:878 171454.25
12/29/2000 Ruis,Antone:790 241435.95
01/16/2001 Dungate,Peter:920 13 units 451381.05
06/19/2001 Knapp,Gregory:816 2 lots 61981.70
10/11/2001 Harry Foster Irrevocable Trust:859 13 lots 451381.05
03/11/2002 Rinkenbach, Keven&Patricia:944 6 lots 201945.10
01/31/2003 Kamehameha Investment Corp:964 71596.08
01/31/2003 Kamehameha Investment Corpl:959 371980.40
01/31/2003 Kamehameha Investment Corp:947 33 lots 1151198.05
03/21/2003 Windward Enterprises, Inc.:897 131963.40
05/08/2003 Windward Enterprises, Inc.:897 11228.76
Fair Share Annual Report,as of June 30,2011 8
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
08/01/2003 Kona Hwn Vac Ownership(Towne Dev.):436 158 units 2771490.34
08/14/2003 Exchange Property Corporation:853 241435.95
04/23/2004 Gomes Family Limited Partnership:993 15 Lots 561970.60
07/16/2004 Rinkenbach, Keven&Patricia:944 8 Lots 271926.80
08/17/2004 Hualalai Development Company(frmrly Kaup:926 11 Lots 391294.09
09/16/2004 Young, Dennis:1003 Parks 10 lots 371980.40
10/05/2004 Hualalai Development Company(frmrly Kaup:926 80 Lots/New Owner-WB KD Acquisition, LLC 2851775.20
11/12/2004 International Development Projects. Ltd.:801 4 lots 151021.83
02/08/2005 Kona Scenic Land, Inc.:854 20 lots 731063.49
07/07/2005 Uluwehi Properties, LLC:1036 20 lots 911352.40
08/04/2005 Hualalai Development Company(frmrly Kaup:926 21 lots 771493.78
09/14/2005 Star Market,Ltd:895 2 lots 71459.24
10/28/2005 Gannon,James P.:834 7 Lots 261874.68
02/21/2006 Nani Kona Aina LLC/Welton,Walter&Susan:1001 17 lots 641566.68
06/02/2006 Ken World, Inc.:832 11 SF Lots 421231.64
12/26/2006 Bart Cahoon Trust:989 7 lots 261586.28
01/31/2007 Hualalai Development Company(frmrly Kaup:926 31 SF units 1181724.11
03/30/2007 Hualalai Vistas LLC:1026 45 lots 2051542.90
04/04/2007 Kona Hwn Vac Ownership(Towne Dev.) Balance of Parks;receipt#1053 1001000.00
03/28/2008 KPC Villages LLC:04-33 15 lots 471437.35
Total North Kona 213771567.81
South Kona
01/28/2000 Bush,Marion:864 201945.10
05/25/2000 Kona Scenic Land, Inc.:775 6 lots 191897.80
05/21/2001 Central Kona Land:951 201945.10
Total South Kona 611788.00
Fair Share Annual Report,as of June 30,2011 9
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
North and South Kona
11/14/2000 Oceanside 1250:765&812 98 lots 781215.15
Total North and South Kona 781215.15
Total Parks 316191533.88
POLICE
South Hilo
12/06/2001 AFK Subdivision Partners:799 21862.80
10/10/2003 Hakalau Farms:824 9 lots/Gerald Kodama 11515.60
11/06/2003 Hakalau Farms:824 9 lots-CPI Adj/Gerald Kodama 64.71
07/12/2004 Miyamoto:928 Police 4 lots 689.28
01/25/2005 Uohara,John:975 2 lots 366.44
09/12/2006 DuPonte, Douglas&Joseph/Hakalau Farms:860 14 units 21645.16
06/01/2007 Nakagawa,Craig&April:05-7 1 lot 232.42
10/18/2007 Hilo One, Inc.:833 8 lots incl.CPI adj. 11627.84
06/30/2008 Wung, Betty:04-16 5 residential lots-police 11124.90
12/05/2008 Nakamura,Glenn:06-45 2 lots 482.40
07/29/2009 Hara,Arnold H and Murakami, Lillian K:07-74 1 lot 255.34
04/08/2010 Takase,Allan:06-44 18 units 11867.14
05/17/2010 Miller,Guy:07-63 4 multi-family units 414.92
10/28/2010 Yamada,Gerald:1046 2 lots 471.47
01/05/2011 Hilo Hillside, LLC:738 56 lots 141988.96
03/10/2011 Yamada,Gerald:1046 5 lots(less CPI paid for 2 lots) 11103.39
Total South Hilo 301712.77
North Hilo
09/20/2010 Nobriga, Karl:1000 2 lots 366.44
Total North Hilo 366.44
Fair Share Annual Report,as of June 30,2011 10
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
Hamakua
04/26/2001 Nakahara,Scott:813 6 lots 11010.40
Total Hamakua 11010.40
North Kohala
10/21/1996 Karpovich,Robert:823 168.40
09/16/2003 Messmer, Peter:958 11099.32
03/07/2005 Kohala Rnch Dev Crp(aka Kohala Jnt Vntr):710 41 lots 81213.53
08/01/2006 Hanaula Village Partners LLC(frmrly Pro:883 34 units 61348.14
05/11/2009 Hawaii Island Community Development Corp.:05-28 3 lots 697.26
Total North Kohala 161526.65
South Kohala
01/06/1998 Kamuela Farms:842 336.80
02/27/1998 Stevens, Lawrence:845 168.40
06/08/2000 Bergin,William:924 1 lot 168.40
10/12/2000 Bergin,William:924 1 lot 168.40
01/25/2001 Parker Ranch, Inc.:907 21526.00
10/08/2002 Kaomalo LLC(R.Smart Rev Persl Trst):715 55 units-Luala'i, Ph 1 91623.35
06/23/2004 Kaomalo LLC(R.Smart Rev Persl Trst):715 44 lots for Holo Holo Ku 71627.44
11/12/2004 Kaomalo LLC(R.Smart Rev Persl Trst):715 81 lots for Lualai Phase II/New owner-Kaomalo,LLC 141521.68
10/26/2005 Bergin,William:924 1 lot 178.02
03/21/2007 Kaomalo LLC(R.Smart Rev Persl Trst):715 Luala'i Phase 3-82 lots;ord 02-25 151761.22
Total South Kohala 511079.71
North Kona
02/20/1997 Stephenson, Howard:789 11010.40
03/19/1997 Cherry,James:786 11178.80
06/26/1997 Bezona, Norman:785 168.40
10/02/1997 Robinson, Bruce:788 11178.80
10/15/1997 Beall,Alan:815 2 lots 336.80
01/15/1998 Branco,William:780 505.20
01/27/1998 Hao Street Hui:850 673.60
02/09/1998 Dungate,Peter:852 673.60
Fair Share Annual Report,as of June 30,2011 11
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
11/10/1998 Mascari, Leonard:828 336.80
06/21/1999 Towne Realty, Inc./Towne Dev of Hawaii:450&849 28 lots 41715.20
06/21/1999 Towne Realty, Inc./Towne Dev of Hawaii:450&849 27 lots 41546.80
06/21/1999 Towne Realty, Inc./Towne Dev of Hawaii:450&849 23 lots 31873.20
06/30/1999 Harry Foster Irrevocable Trust:859 6 lots 11010.40
07/01/1999 Towne Realty, Inc./Towne Dev of Hawaii:450&849 25 lots 41210.00
11/04/1999 Carlson Realty Co.:830 673.60
02/09/2000 Moody, Lyle:829 336.80
02/23/2000 Paul,James:787 673.60
03/06/2000 Cardin,James:908 842.00
03/30/2000 Nackowski,Robert:887 11347.20
08/16/2000 Wilson, Randi:874 336.80
09/19/2000 Bush,Marion:878 842.00
11/06/2000 Towne Realty, Inc./Towne Dev of Hawaii:450&849 34 Lots 51725.60
11/06/2000 Towne Realty, Inc./Towne Dev of Hawaii:450&849 20 Lots 31368.00
12/29/2000 Ruis,Antone:790 11178.80
01/16/2001 Dungate,Peter:920 13 units 21189.20
06/19/2001 Knapp,Gregory:816 2 lots 336.80
10/11/2001 Harry Foster Irrevocable Trust:859 13 lots 21189.20
02/14/2002 Towne Realty, Inc./Towne Dev of Hawaii:450&849 39 Lots 61823.80
03/11/2002 Rinkenbach, Keven&Patricia:944 6 lots 11010.40
08/14/2002 Towne Realty, Inc./Towne Dev of Hawaii:450&849 38 Lots 61648.86
12/04/2002 Maniniowali Equity Company LLC:940 140 units 231576.00
01/31/2003 Kamehameha Investment Corp:964 366.44
01/31/2003 Kamehameha Investment Corpl:959 11832.20
01/31/2003 Kamehameha Investment Corp:947 33 lots 51557.20
03/21/2003 Windward Enterprises, Inc.:897 673.60
05/08/2003 Windward Enterprises, Inc.:897 59.28
06/26/2003 Kona Hwn Vac Ownership(Towne Dev.):436 158 units/New owner-Fairfield Resorts 111930.58
08/14/2003 Exchange Property Corporation:853 11178.80
04/23/2004 Gomes Family Limited Partnership:993 15 Lots 21748.30
05/13/2004 Towne Realty, Inc./Towne Dev of Hawaii:450&849 15 lots 21689.18
05/20/2004 Towne Realty, Inc./Towne Dev of Hawaii:450&849 45 lots 81067.60
07/16/2004 Rinkenbach, Keven&Patricia:944 8 Lots 11347.20
Fair Share Annual Report,as of June 30,2011 12
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
08/17/2004 Hualalai Development Company(frmrly Kaup:926 11 Lots 11895.52
08/30/2004 Towne Realty, Inc./Towne Dev of Hawaii:450&849 30 lots 51378.40
09/16/2004 Young, Dennis:1003 Police 10 lots 11832.20
10/05/2004 Hualalai Development Company(frmrly Kaup:926 80 Lots 131785.60
11/12/2004 International Development Projects. Ltd.:801 4 lots 724.66
01/05/2005 Sunstone Realty Partners X LLC:996 117 Units 91218.43
02/08/2005 Kona Scenic Land, Inc.:854 20 lots 31524.61
02/10/2005 Towne Realty, Inc./Towne Dev of Hawaii:450&849 23 lots 41123.44
04/29/2005 Towne Realty, Inc./Towne Dev of Hawaii:450&849 22 lots for Police only 41074.62
07/07/2005 Uluwehi Properties, LLC:1036 20 lots 41406.80
07/28/2005 David DeLuz Sr Enterprises:982 35 lots 61412.70
08/04/2005 Hualalai Development Company(frmrly Kaup:926 21 lots 31738.42
09/19/2005 Star Market,Ltd:895 2 lots 359.84
10/28/2005 Gannon,James P.:834 7 lots 11296.47
02/02/2006 Towne Realty, Inc./Towne Dev of Hawaii:450&849 6 lots 11111.26
02/21/2006 Nani Kona Aina LLC/Welton,Walter&Susan:1001 17 lots 31114.74
06/02/2006 Ken World, Inc.:832 11 SF lots 21037.31
07/06/2006 Big Island Country Club Estates(Spear):767 106 lots 201540.68
12/26/2006 Bart Cahoon Trust:989 7 lots 11282.54
01/31/2007 Hualalai Development Company(frmrly Kaup:926 31 SF units 51727.25
03/30/2007 Hualalai Vistas LLC:1026 45 lots 91915.30
03/28/2008 KPC Villages LLC:04-33 15 lots 11499.25
Total North Kona 2241967.08
South Kona
01/28/2000 Bush,Marion:864 11010.40
05/25/2000 Kona Scenic Land, Inc.:775 6 lots 959.88
05/21/2001 Central Kona Land:951 11010.40
Total South Kona 21980.68
Fair Share Annual Report,as of June 30,2011 13
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
North and South Kona
09/17/1999 Oceanside 1250:765&812 261 units 431952.40
11/14/2000 Oceanside 1250:765&812 98 lots 161503.20
Total North and South Kona 601455.60
Total Police 3881099.33
ROADS
South Hilo
Special earmarked
01/01/1995 Yoshida/Sugiyama Road widening Lanikaula/Kilauea 301000.00
Total Special earmarked 301000.00
South Hilo-Other
09/24/1996 GELOCAG/Allan Takase:781 81000.00
10/19/2001 AFK Subdivision Partners:799 Bal for 17 units 481440.56
10/10/2003 Hakalau Farms:824 9 lots 271915.12
11/06/2003 Hakalau Farms:824 9 lots-CPI Adj 11191.96
07/12/2004 Miyamoto:928 Roads 4 lots/$1700 pd to DPW for street light 101995.80
01/25/2005 Uohara,John:975 2 lots 61749.26
06/01/2007 Nakagawa,Craig&April:05-7 1 lot 41280.82
06/30/2008 Wung, Betty:04-16 5 residential lots-roads 201719.05
12/05/2008 Nakamura,Glenn:06-45 2 lots 81885.00
07/29/2009 Hara,Arnold H and Murakami, Lillian K:07-74 1 lot 41703.06
04/08/2010 Takase,Allan:06-44 18 units 501516.28
05/17/2010 Miller,Guy:07-63 4 multi-family units 111225.84
10/28/2010 Yamada,Gerald:1046 2 lots 81683.77
03/10/2011 Yamada,Gerald:1046 5 lots(less the CPI paid for 2 lots) 201322.90
Total South Hilo-Other 2321629.42
Total South Hilo 2621629.42
North Kohala
10/21/1996 Karpovich,Robert:823 31101.68
Fair Share Annual Report,as of June 30,2011 14
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
09/16/2003 Messmer, Peter:958 201247.78
03/07/2005 Kohala Rnch Dev Crp(aka Kohala Jnt Vntr):710 41 lots 1511280.16
08/01/2006 Hanaula Village Partners LLC(frmrly Pro:883 34 units 1161920.22
12/27/2007 Kohala Preserve Con Trst(Surety Kohala):747 6 hotel units 331585.24
05/11/2009 Hawaii Island Community Development Corp.:05-28 3 lots 121842.46
Total North Kohala 3371977.54
South Kohala
01/06/1998 Kamuela Farms:842 61203.36
02/27/1998 Stevens, Lawrence:845 31101.68
06/08/2000 Bergin,William:924 1 lot 31101.68
10/12/2000 Bergin,William:924 1 lot 31101.68
10/26/2005 Bergin,William:924 1 lot 31278.79
12/05/2007 Waikoloa Beach Club LLC(Hoffee,John W.) Includes Ck 0732 dated 12/14/07 271992.92
Total South Kohala 461780.11
North Kona
Hualalai Road
01/01/1997 Hawaii Island Community Development Corp.:Hualalai Elderly 2001000.00
01/01/2007 Hawaii Island Community Development Corp.:Hualalai Elderly 1001000.00
Total Special earmarked 3001000.00
Kaloko Mauka Roads
11/25/1988 Hoffman,Chase:543 121000.00
08/30/1990 Planning Director(Elizabetth McCormick) 241000.00
12/02/1991 Kveen,Henry:532 121000.00
08/30/1994 Mudd, Ritchie:725 211000.00
02/26/1995 Ohia Development Corporation:639 211000.00
02/20/1997 Stephenson, Howard:789 181610.08
03/19/1997 Cherry,James:786 211711.76
06/26/1997 Bezona, Norman:785 11601.68
10/02/1997 Robinson, Bruce:788 211711.74
10/15/1997 Beall,Alan:815 2 lots 61203.36
10/15/1997 Cardin,James:908 151508.40
Fair Share Annual Report,as of June 30,2011 15
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
01/27/1998 Hao Street Hui:850 121406.72
11/10/1998 Mascari, Leonard:828 61203.36
11/04/1999 Carlson Realty Co.:830 121406.72
02/09/2000 Moody, Lyle:829 61203.36
02/23/2000 Paul,James:787 111541.40
02/28/2000 Paul,James:787 865.32
12/29/2000 Ruis,Antone:790 211711.76
06/19/2001 Knapp,Gregory:816 2 lots 61203.36
11/19/2001 Newlon,Geoffrey&Janet:870 71239.16
11/25/2002 King, Roy E.:991 551133.40
03/21/2003 Windward Enterprises, Inc.:897 121406.72
05/08/2003 Windward Enterprises, Inc.:897 11091.80
08/14/2003 Exchange Property Corporation:853 211711.76
09/24/2004 Grover,Richard&Christin:1040 4-lots 371888.00
05/12/2005 Knierim, Phil:1056 5 lots 471360.00
08/02/2005 Easley, Bruce:04-30 1 additional lot 91472.00
09/19/2005 Star Market,Ltd:895 2 lots 61627.68
10/25/2005 Easley,Taylor:1031 2 lots 181944.00
12/21/2005 Deutsch, Kristina:04-29 1 lot 91472.00
07/14/2006 Bond,Thad:1058 1 lot 91472.00
09/05/2006 Kam Center Specialty Corp:980 Cash balance for 8 lots 763.50
12/29/2006 Clapp, Eugene:1032 3 lots 281416.00
01/28/2008 Shockley,Thomas:06-33 2 lots for Kaloko Mamalahoa intersection 91921.20
12/05/2008 Gesling,Scott:05-24 1.5 lots 141986.80
12/05/2008 Gesling,Scott:05-24 1.5 lots 141986.80
10/04/2010 Patterrson, David&Susan(aka Totah,John):05-21 1 lots 91991.20
01/04/2011 Yim, Lerrol&Andrea:05-8 1 lot 91991.20
Total Kaloko Mauka Roads 5781764.24
North Kona-Other
06/01/1990 Towne Realty, Inc./Towne Dev of Hawaii:450&849 payment by Taiyo 1581000.00
01/15/1998 Branco,William:780 91305.56
03/30/2000 Nackowski,Robert:887 241813.44
08/16/2000 Wilson, Randi:874 61203.36
Fair Share Annual Report,as of June 30,2011 16
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
09/19/2000 Bush,Marion:878 151508.40
01/16/2001 Dungate,Peter:920 13 units 401321.84
06/15/2001 Sunstone Realty Partners X LLCA37 12.661 acres 1491399.80
01/31/2003 Kamehameha Investment Corp:964 61749.26
01/31/2003 Kamehameha Investment Corpl:959 331746.30
01/31/2003 Kamehameha Investment Corp:947 33 lots 1021355.44
12/17/2003 Sunstone Realty Partners X LLCA37 5.496 acres/Alii Park Place 641852.80
04/23/2004 Gomes Family Limited Partnership:993 15 Lots 501619.45
08/17/2004 Hualalai Development Company(frmrly Kaup:926 11 Lots 341913.45
10/05/2004 Hualalai Development Company(frmrly Kaup:926 80 Lots 2531916.00
04/04/2005 Towne Realty, Inc./Towne Dev of Hawaii:450&849 La'aloa Ave.extension to Kuakini Hwy 2031621.54
07/07/2005 Uluwehi Properties, LLC:1036 20 lots 811168.20
08/04/2005 Hualalai Development Company(frmrly Kaup:926 21 lots 681854.59
10/28/2005 Gannon,James P.:834 7 lots/Balance pending approval of in lieu credit 51378.61
01/10/2006 Gannon,James P.:834 Balance for road fair share contribution for 7 lots 21000.00
11.5 acrees pro-rata share pursuant to Condition J(Kona Sea
05/17/2006 Sunstone Realty Partners X LLCA37 Villas portion) 1351700.00
06/02/2006 Ken World, Inc.:832 11 SF lots 371523.53
01/31/2007 Hualalai Development Company(frmrly Kaup:926 31 SF units 1051488.35
05/20/2008 Sunstone Realty Partners X LLCA37 41 acres of land for the Kahului to Keauhou Parkway 4831800.00
Total North Kona-Other 210741239.92
Total North Kona 219531004.16
South Kona
12/04/1992 Kealakekua Ranch:580 Napoopoo/Mamalahoa improvements 1611250.00
01/28/2000 Bush,Marion:864 181610.08
05/25/2000 Kona Scenic Land, Inc.:775 6 lots 171679.60
05/21/2001 Central Kona Land:951 181610.08
Total South Kona 2161149.76
Total Roads 318161540.99
Fair Share Annual Report,as of June 30,2011 17
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
SOLID WASTE
South Hilo
12/06/2001 AFK Subdivision Partners:799 21475.54
10/10/2003 Hakalau Farms:824 9 lots 11310.58
11/06/2003 Hakalau Farms:824 9 lots-CPI Adj 55.98
07/12/2004 Miyamoto:928 Solid Waste 4 lots 596.04
01/25/2005 Uohara,John:975 2 lots 316.86
09/12/2006 DuPonte, Douglas&Joseph/Hakalau Farms:860 14 units 21287.46
06/01/2007 Nakagawa,Craig&April:05-7 1 lot 200.98
10/18/2007 Hilo One, Inc.:833 8 lots inc.CPI adj. 11407.60
06/30/2008 Wung, Betty:04-16 5 residential lots-solid waste 972.75
12/05/2008 Nakamura,Glenn:06-45 2 lots 417.14
07/29/2009 Hara,Arnold H and Murakami, Lillian K:07-74 1 lot 220.80
04/08/2010 Takase,Allan:06-44 18 units 21559.78
05/17/2010 Miller,Guy:07-63 4 multi-family units 568.84
10/28/2010 Yamada,Gerald:1046 2 lots 407.69
01/05/2011 Hilo Hillside, LLC:738 56 lots 121961.20
03/10/2011 Yamada,Gerald:1046 5 lots(less the CPI paid for 2 lots) 954.16
Total South Hilo 271713.40
North Hilo
09/20/2010 Nobriga, Karl:1000 2 lots 316.86
Total North Hilo 316.86
Hamakua
04/26/2001 Nakahara,Scott:813 6 lots 873.72
Total Hamakua 873.72
North Kohala
10/21/1996 Karpovich,Robert:823 145.62
09/16/2003 Messmer, Peter:958 950.58
03/07/2005 Kohala Rnch Dev Crp(aka Kohala Jnt Vntr):710 41 lots 71102.43
08/01/2006 Hanaula Village Partners LLC(frmrly Pro:883 34 units 51489.30
12/27/2007 Kohala Preserve Con Trst(Surety Kohala):747 6 hotel units 245.22
Fair Share Annual Report,as of June 30,2011 18
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
05/11/2009 Hawaii Island Community Development Corp.:05-28 3 lots 602.94
Total North Kohala 141536.09
South Kohala
01/06/1998 Kamuela Farms:842 291.24
02/27/1998 Stevens, Lawrence:845 145.62
06/08/2000 Bergin,William:924 1 lot 145.62
10/12/2000 Bergin,William:924 1 lot 145.62
01/25/2001 Parker Ranch, Inc.:907 21184.30
10/08/2002 Kaomalo LLC(R.Smart Rev Persl Trst):715 55 Units-Luala'i, Ph 1 81321.50
06/23/2004 Kaomalo LLC(R.Smart Rev Persl Trst):715 44 lots for Holo Holo Ku 61595.65
11/12/2004 Kaomalo LLC(R.Smart Rev Persl Trst):715 81 lots for Lualai Phase II 121557.43
10/26/2005 Bergin,William:924 1 lot 153.94
03/21/2007 Kaomalo LLC(R.Smart Rev Persl Trst):715 Luala'i Phase 3-82 lots;ord 02-25 131629.22
12/05/2007 Waikoloa Beach Club LLC(Hoffee,John W.) Includes Ck#0732 dated 12/14/07 204.40
Total South Kohala 441374.54
North Kona
02/20/1997 Stephenson, Howard:789 873.72
03/19/1997 Cherry,James:786 11019.34
06/26/1997 Bezona, Norman:785 145.62
10/02/1997 Robinson, Bruce:788 11019.34
10/15/1997 Beall,Alan:815 2 lots 291.24
01/15/1998 Branco,William:780 436.86
01/27/1998 Hao Street Hui:850 582.48
02/09/1998 Dungate,Peter:852 582.48
11/10/1998 Mascari, Leonard:828 291.24
06/21/1999 Towne Realty, Inc./Towne Dev of Hawaii:450&849 28 lots 41077.36
06/21/1999 Towne Realty, Inc./Towne Dev of Hawaii:450&849 27 lots 31931.74
06/21/1999 Towne Realty, Inc./Towne Dev of Hawaii:450&849 23 lots 31349.26
06/30/1999 Harry Foster Irrevocable Trust:859 6 lots 900.90
07/01/1999 Towne Realty, Inc./Towne Dev of Hawaii:450&849 25 lots 31640.50
11/04/1999 Carlson Realty Co.:830 582.48
02/09/2000 Moody, Lyle:829 291.24
Fair Share Annual Report,as of June 30,2011 19
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
02/28/2000 Paul,James:787 582.48
03/06/2000 Cardin,James:908 728.10
03/30/2000 Nackowski,Robert:887 11164.96
08/16/2000 Wilson, Randi:874 291.24
09/19/2000 Bush,Marion:878 728.10
11/06/2000 Towne Realty, Inc./Towne Dev of Hawaii:450&849 34 Lots 41951.08
11/06/2000 Towne Realty, Inc./Towne Dev of Hawaii:450&849 20 Lots 21912.40
12/29/2000 Ruis,Antone:790 11019.34
01/16/2001 Dungate,Peter:920 13 units 11893.06
06/19/2001 Knapp,Gregory:816 2 lots 291.24
10/11/2001 Harry Foster Irrevocable Trust:859 13 lots 11893.06
02/14/2002 Towne Realty, Inc./Towne Dev of Hawaii:450&849 39 Lots 51900.70
03/11/2002 Rinkenbach, Keven&Patricia:944 6 lots 873.72
08/14/2002 Towne Realty, Inc./Towne Dev of Hawaii:450&849 38 Lots 51749.40
12/04/2002 Maniniowali Equity Company LLC:940 140 units 201386.80
01/31/2003 Kamehameha Investment Corp:964 316.86
01/31/2003 Kamehameha Investment Corpl:959 11584.30
01/31/2003 Kamehameha Investment Corp:947 33 lots 41805.46
03/21/2003 Windward Enterprises, Inc.:897 582.48
05/08/2003 Windward Enterprises, Inc.:897 51.24
06/26/2003 Kona Hwn Vac Ownership(Towne Dev.):436 158 units 161357.74
08/14/2003 Exchange Property Corporation:853 11019.34
04/23/2004 Gomes Family Limited Partnership:993 15 Lots 21376.45
05/13/2004 Towne Realty, Inc./Towne Dev of Hawaii:450&849 15 lots 21325.41
05/20/2004 Towne Realty, Inc./Towne Dev of Hawaii:450&849 45 lots 61976.35
07/16/2004 Rinkenbach, Keven&Patricia:944 8 Lots 11164.96
08/17/2004 Hualalai Development Company(frmrly Kaup:926 11 Lots 11639.11
08/30/2004 Towne Realty, Inc./Towne Dev of Hawaii:450&849 30 lots 41650.90
09/16/2004 Young, Dennis:1003 Solid Waste 10 lots 11584.30
10/05/2004 Hualalai Development Company(frmrly Kaup:926 80 Lots 111920.80
11/12/2004 International Development Projects. Ltd.:801 4 lots 626.64
01/05/2005 Sunstone Realty Partners X LLC:996 117 Units 121639.51
02/08/2005 Kona Scenic Land, Inc.:854 20 lots 31047.83
02/10/2005 Towne Realty, Inc./Towne Dev of Hawaii:450&849 23 lots 31565.69
Fair Share Annual Report,as of June 30,2011 20
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
04/29/2005 Towne Realty, Inc./Towne Dev of Hawaii:450&849 22 Lots for Solid Waste only 31523.30
07/07/2005 Uluwehi Properties, LLC:1036 20 lots 31810.80
07/28/2005 David DeLuz Sr Enterprises:982 35 lots 51545.05
08/04/2005 Hualalai Development Company(frmrly Kaup:926 21 lots 31232.74
09/19/2005 Star Market,Ltd:895 2 lots 311.16
10/28/2005 Gannon,James P.:834 7 lots 11121.05
02/02/2006 Towne Realty, Inc./Towne Dev of Hawaii:450&849 6 lots 960.90
02/21/2006 Nani Kona Aina LLC/Welton,Walter&Susan:1001 17 lots 21693.31
06/02/2006 Ken World, Inc.:832 11 sf lots 11761.65
07/06/2006 Big Island Country Club Estates(Spear):767 106 lots 171761.36
12/26/2006 Bart Cahoon Trust:989 7 lots 11109.01
01/31/2007 Hualalai Development Company(frmrly Kaup:926 31 SF units 41952.56
03/30/2007 Hualalai Vistas LLC:1026 45 lots 81574.30
03/28/2008 KPC Villages LLC:04-33 15 lots 21055.60
Total North Kona 2061029.64
South Kona
01/28/2000 Bush,Marion:864 873.72
05/25/2000 Kona Scenic Land, Inc.:775 6 lots 830.04
05/21/2001 Central Kona Land:951 873.72
Total South Kona 21577.48
North and South Kona
09/17/1999 Oceanside 1250:765&812 261 units 381006.82
11/14/2000 Oceanside 1250:765&812 98 lots 141270.76
Total North and South Kona 521277.58
Total Solid Waste 3481699.31
CAPITAL PROJECTS FUND-OTHER
Total Capital Projects Fund-Other Balance Adjustments 0.46
Total Capital Projects Fund 819271186.25
Fair Share Annual Report,as of June 30,2011 21
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
PARK DEDICATION FUND
11/19/1975 Baba, Hiroshi:249 $250 x 5 lots 11250.00
12/19/1975 Kawano,Stanley:253 250.00
04/12/1976 Asayama,Yoshitaka:258 250.00
11/10/1976 Kuulei Associates:237 Kuulei Subdivision Unit 1 69 lots 211875.00
03/01/1977 Nii,Katsumi:246 $250 x 40 lots Alokele Subdivision 101000.00
04/26/1977 Baba, Hiroshi:249 $250 x 4 lots 11000.00
09/22/1977 Eugene Kennedy Investment:227 81250.00
04/05/1978 Kona Coast Corporation:265 11750.00
07/31/1978 Lum,Yet Kong:247 Increments I and II-15 lots 31750.00
06/27/1979 Kuulei Associates:237 Kuulei Subdivision Unit 1152 lots 131125.00
01/16/1981 Shigeoka/Yamanaka:217 10 lots 21500.00
09/03/1986 Kamuela Development Corp:248 251000.00
Total Park Dedication Fund 891000.00
Fair Share Annual Report,as of June 30,2011 22
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
IN LIEU CREDITS
FIRE
02/25/2003 Big Island Country Club Estates(Spear):767 Release of bond for construction of Puuanahulu Fire Station 5001000.00
05/05/2004 Hale Wailani Partners/Nansay Hawaii:759 49 Lots 8331320.00
06/16/2009 Kohala Rnch Dev Crp(aka Kohala Jnt Vntr):710 payment to Kohala Coast Volunteer Fire Co(33 RS credits) 161191.99
Total Fire 113491511.99
PARKS
Check#9689 for$741,111.85 was rec'd.9/17/99 and returned
11/24/2000 Oceanside 1250:765&812 11/24/2000. Shoreline Park($1,005,... 111751000.00
10/25/2001 Waikoloa Beach Club LLC(Hoffee,John W.) Per Director's Ltr for handicap parking 71770.96
02/25/2003 Big Island Country Club Estates(Spear):767 Puuanahulu Community Center 114601000.00
02/09/2004 Kohala Rnch Dev Crp(aka Kohala Jnt Vntr):710 payment to Waikoloa Village Assn for Hooko St Park 371700.00
02/09/2004 Kohala Rnch Dev Crp(aka Kohala Jnt Vntr):710 payment to non-County for Waimea skatebd park 601000.00
04/28/2004 Towne Realty, Inc./Towne Dev of Hawaii:450&849 YMCA conveyance 116251000.00
07/19/2004 Kaomalo LLC(R.Smart Rev Persl Trst):715 Waimea multi-purpose athletic field 3391479.30
11/30/2004 Kohala Rnch Dev Crp(aka Kohala Jnt Vntr):710 Reimbursement cost of new sign for Spencer Park 582.80
01/10/2005 Sunstone Realty Partners X LLC:996 Honl's Beach Park Improvements 3051721.00
01/20/2005 Kohala Rnch Dev Crp(aka Kohala Jnt Vntr):710 Credit for cost of Kamehameha Park restroom design 151667.44
Deposit into DHHL account for park improvements on DHHL lands
02/22/2005 Kohala Rnch Dev Crp(aka Kohala Jnt Vntr):710 at Kawaihae 1001000.00
10/18/2005 David DeLuz Sr Enterprises:982 35 lots(Res 173-05) 1321931.40
11/29/2006 Hanaula Village Partners LLC(frmrly Pro:883 34 units 1311590.54
03/12/2008 Kaomalo LLC(R.Smart Rev Persl Trst):715 Waimean greenways and trails easements(held by bond) 5631259.65
Total Parks 519541703.09
POLICE
05/05/2004 Hale Wailani Partners/Nansay Hawaii:759 49 Lots 4211680.00
Total Police 4211680.00
ROADS
06/18/1997 Bezona,Norman:785 payment to DPW for Kaloko street light 11500.00
02/09/1998 Dungate, Peter:852 Dedication of Road Lot E(Sub 97-034) 121406.72
Fair Share Annual Report,as of June 30,2011 23
Table 1 : Total Contributions, Cash and In Lieu
Through June 30, 2011
Date Applicant Name: Rezone Number Memo Amount
06/30/1999 Harry Foster Irrevocable Trust:859 6 lots-dedication of Ke'oke'o St 181610.08
12/01/1999 Towne Realty, Inc./Towne Dev of Hawaii:450&849 consulting for Alii Hwy 1001354.86
359 units/Mamalahoa By-Pass&Mamalahoa Hwy($9,408,800.00)-
11/24/2000 Oceanside 1250:765&812 Halekii Intersection($290,000.00) 916981800.00
01/25/2001 Parker Ranch, Inc.:907 In lieu for channelization improvements to Mamalahoa Hwy 461525.20
05/15/2001 Nakahara,Scott:813 6 lots,road and traffic improvements 181610.08
09/21/2001 AFK Subdivision Partners:799 Co.future road widening strip 41288.00
10/11/2001 Harry Foster Irrevocable Trust:859 13 lots-dedication of Oneone St 401321.84
12/04/2002 Maniniowali Equity Company LLC:940 140 units-Queen K intersection 4341235.20
03/21/2003 Rinkenbach, Keven&Patricia:944 6 lots-dedication of Ke'okeo'o St 181610.08
01/23/2004 Kaomalo LLC(R.Smart Rev Persl Trst):715 Kaomalo St&Mamalahoa Hwy intersection improvements 2001032.00
05/20/2004 Towne Realty, Inc./Towne Dev of Hawaii:450&849 Alii Hwy ROW 3521000.00
09/20/2004 Young, Dennis:1003 Ahi Ahi St extension ROW 5501000.00
09/29/2004 Rinkenbach, Keven&Patricia:944 8 Lots 241813.44
10/21/2004 Kona Scenic Land, Inc.:854 Holoholo/Nana Street Connection 871735.00
11/12/2004 International Development Projects. Ltd.:801 COH dedicable roadway 131347.15
01/10/2005 Sunstone Realty Partners X LLC:996 117 lots Alii Drive&Walua Rd Improvements 116901029.00
Laaloa Extension-Planning, Engineering,and Environmental
04/07/2005 Towne Realty, Inc./Towne Dev of Hawaii:450&849 Studies 1201500.00
04/19/2006 Gannon,James P.:834 7 Lots 161500.00
09/05/2006 Kam Center Specialty Corp:980 8 lots 571149.78
11/29/2006 DuPonte, Douglas&Joseph/Hakalau Farms:860 Credit for roads for 14 lots 1441080.08
11/29/2006 Bart Cahoon Trust:989 7 lots+ 261500.00
11/29/2006 Nani Kona Aina LLC/Welton,Walter&Susan:1001 Credit for roads approved by Res 516-06 4551515.70
03/30/2007 Hualalai Vistas LLC:1026 45 lots 113221276.00
10/18/2007 Hilo One, Inc.:833 8 lots inc.CPI adj. 481648.00
02/21/2008 Kaomalo LLC(R.Smart Rev Persl Trst):715 Phase I I I connector road(held by bond) 415071000.00
10/27/2008 Hale Wailani Partners/Nansay Hawaii:759 credit per revised appraisal of roadway(49 lots) 521500.00
02/26/2009 Towne Realty, Inc./Towne Dev of Hawaii:450&849 Laaloa Street Extension EA Work 631900.00
09/20/2010 Nobriga, Karl:1000 credit for water system cost-2 lots 61749.26
Total Roads 2011331537.47
Total In lieu credits 2718591432.55
Fair Share Annual Report,as of June 30,2011 24
Table 2: Fair Share Appropriations
Through June 30, 2011
Effective
Ordinance Date Account Name and Memos Judicial District Amount
Fire
Ord 10-60 07/01/2010 Paauilo Volunteer Garage Hamakua 11900.00
Ord 05-87 07/01/2005 Kalaoa Fire Station North Kona 2001000.00
Total Fire 2011900.00
Parks
Ord 04-17 02/11/2004 Hooko Street Park(Waikoloa) North Kohala 1021300.00
Ord 07-14 02/21/2007 Waimea Park($149,000 originally appropriated, lapsed 6/30/09) North Kohala 0.00
Ord 07-15 02/21/2007 Kamehameha Park Comfort Station($250,000 originally appropriated,$504.31 lapsed
6/30/09) North Kohala 2491495.69
Ord 07-62 04/17/2007 Kamehameha Park Comfort Station additional North Kohala 1301000.00
Ord 95-104 08/23/1995 Kailua Park Equipment North Kona 501000.00
Ord 95-114 09/26/1995 District 8 Park Improvements North Kona 501907.31
Ord 96-95 09/05/1996 Kahaluu Park Improvements North Kona 101000.00
Ord 04-70 06/14/2004 Pualani Estates Park($100,000 originally appropriated, lapsed 6/30/06) North Kona 0.00
Ord 06-80 07/01/2006 Pualani Playground($200,000 originally appropriated,$100,000 lapsed 6/30/09) North Kona 1001000.00
Ord 05-87 07/01/2005 Alii Kai Subdivision Park($822,000 originally appropriated, lapsed 6/30/08) North Kona 0.00
Ord 06-80 07/01/2006 Alii Kai Subdivision Park($500,000 originally appropriated, $335,000 lapsed 6/30/09) North Kona 1651000.00
Ord 07-83 07/01/2007 Alii Kai Subdivision Park($335,000 originally appropriated, $317,900 lapsed 6/30/10) North Kona 171100.00
Ord 08-79 07/01/2008 Alii Kai Subdivision Park($822,000 orginally appropriated, lapsed 6/30/11) North Kona 0.00
Ord 06-80 07/01/2006 Kailua Park Master Plan($700,000 originally appropriated, lapsed 6/30/09) North Kona 0.00
Ord 04-75 07/01/2004 Reed's Bay Beach Park South Hilo 181000.00
Total Parks 8921803.00
Police
Ord 03-90 07/01/2003 Kalaoa Police Substation($50,000 originally appropriated, lapsed 6/30/06) North Kona 0.00
Total Police 0.00
Fair Share Annual Report,as of June 30,2011 25
Table 2: Fair Share Appropriations
Through June 30, 2011
Effective
Ordinance Date Account Name and Memos Judicial District Amount
Roads
Ord 94-92 09/02/1994 Mamalahoa/Kaloko intersection Kaloko Mauka Roads 481000.00
Ord 90-118 09/26/1990 Alii Highway Planning North Kona 1581000.00
Ord 05-171 12/27/2005 Kauhale connection($500,000 originally appropriated,$377,957.68 lapsed 6/30/08) North Kona 1221042.32
Ord 08-60 05/08/2008 Mamalahoa Bypass($500,000 originally appropriated,$242,134.92 lapsed 6/30/10) North Kona 2571865.08
Ord 10-80 09/27/2010 Mamalahoa Bypass Mitigation North Kona 2431000.00
Ord 08-79 07/01/2008 North Kona Connector Roads($378,000 originally appropriated, lapsed 6/30/11) North Kona 0.00
Ord 94-92 09/02/1994 Napoop000/Mamalahoa Improvements South Kona 1611250.00
Total Roads 9901157.40
Solid Waste
Ord 11-23 02/23/2011 Kailua Recycling and Transfer Station North and South Kona 521277.58
Ord 11-23 02/23/2011 Kailua Recycling and Transfer Station North Kona 1971722.42
Total Solid Waste 2501000.00
Total Fair Share Funds Appropriated(that have been expended or have not lapsed) 213341860.40
Fair Share Annual Report,as of June 30,2011 26
Table 3: Total Fair Share Capital Funds Available For FY 2012-2013
As of June 30, 2011
Fire Parks Police Solid Waste Roads Earmarked Road Projects
Hamakua
Total Cash Contributions 1,995.66 20,945.10 1,010.40 873.72 0.00
Total Appropriations 1,900.00 0.00 0.00 0.00 0.00
2011-2012 FY C I P Budget(Ord.11 60) 0.00 0.00 0.00 0.00 0.00
Total Capital Funds Available 95.66 20,945.10 1,010.40 873.72 0.00
Kau
Total Cash Contributions 0.00 0.00 0.00 0.00 0.00
Total Appropriations 0.00 0.00 0.00 0.00 0.00
2011-2012 FY C I P Budget(Ord.11 60) 0.00 0.00 0.00 0.00 0.00
Total Capital Funds Available 0.00 0.00 0.00 0.00 0.00
North Hilo
Total Cash Contributions 723.76 7,596.08 366.44 316.86 0.00
Total Appropriations 0.00 0.00 0.00 0.00 0.00
2011-2012 FY C I P Budget(Ord.11 60) 0.00 0.00 0.00 0.00 0.00
Total Capital Funds Available 723.76 7,596.08 366.44 316.86 0.00
North Kohala
Total Cash Contributions 33,142.92 522,528.57 16,526.65 14,536.09 337,977.54
Total Appropriations 0.00 481,795.69 * 0.00 0.00 0.00
2011-2012 FY C I P Budget(Ord.11 60) 0.00 0.00 0.00 0.00 0.00
Total Capital Funds Available 33,142.92 40,732.88 16,526.65 14,536.09 337,977.54
*Per Ord 92-40(for a project in North Kohala)a cash contribution of$102,300 was made for regional park improvements. Ord 04-17 appropriated$102,300 for a park in
Waikoloa(South Kohala).
Kaloko Mauka
North Kona Roads Hualalai Roads
Total Cash Contributions 428,675.70 2,377,567.81 224,967.08 206,029.64 2,074,239.92 578,764.24 300,000.00
Total Appropriations 200,000.00 393,007.31 0.00 197,722.42 780,907.40 48,000.00 0.00
2011-2012 FY C I P Budget(Ord.11 60) 0.00 1,280,000.00 0.00 0.00 1,938,000.00 * 0.00 0.00
Total Capital Funds Available 228,675.70 704,560.50 224,967.08 8,307.22 -644,667.48 530,764.24 300,000.00
*Ord 11-60 appropriated more funds than had been contributed. Allotments in excess of available funds will not be approved.
North&South Kona
Total Cash Contributions 119,406.99 78,215.15 60,455.60 52,277.58 0.00
Total Appropriations 0.00 0.00 0.00 52,277.58 0.00
2011-2012 FY C I P Budget(Ord.11 60) 0.00 0.00 0.00 0.00 0.00
Total Capital Funds Available 119,406.99 78,215.15 60,455.60 0.00 0.00
Fair Share Annual Report,as of June 30,2011 27
Table 3: Total Fair Share Capital Funds Available For FY 2012-2013
As of June 30, 2011
Fire Parks Police Solid Waste Roads Earmarked Road Projects
Puna
Total Cash Contributions 0.00 0.00 0.00 0.00 0.00
Total Appropriations 0.00 0.00 0.00 0.00 0.00
2011-2012 FY C I P Budget(Ord.11 60) 0.00 0.00 0.00 0.00 0.00
Total Capital Funds Available 0.00 0.00 0.00 0.00 0.00
South Kona
Total Cash Contributions 5,887.20 61,788.00 2,980.68 2,577.48 216,149.76
Total Appropriations 0.00 0.00 0.00 0.00 161,250.00
2011-2012 FY C I P Budget(Ord.11 60) 0.00 0.00 0.00 0.00 0.00
Total Capital Funds Available 5,887.20 61,788.00 2,980.68 2,577.48 54,899.76
South Kohala
Total Cash Contributions 101,306.42 70,016.33 51,079.71 44,374.54 46,780.11
Total Appropriations 0.00 0.00 0.00 0.00 0.00
2011-2012 FY C I P Budget(Ord.11 60) 50,000.00 0.00 0.00 0.00 0.00
Total Capital Funds Available 51,306.42 70,016.33 51,079.71 44,374.54 46,780.11
Lanikaula/Kilauea
South Hilo Road Widening
Total Cash Contributions 63,173.63 480,876.84 30,712.77 27,713.40 232,629.42 30,000.00
Total Appropriations 0.00 18,000.00 0.00 0.00 0.00 0.00
2011-2012 FY C I P Budget(Ord.11 60) 0.00 119,000.00 0.00 0.00 200,000.00 0.00
Total Capital Funds Available 63,173.63 343,876.84 30,712.77 27,713.40 32,629.42 30,000.00
Fair Share Annual Report,as of June 30,2011 28