HomeMy WebLinkAbout2012-2013 Fair Share Annual Report
FAIR SHARE ANNUAL REPORT
AS OF JUNE 30, 2013
January 29, 2014
Submitted to: Hawai‘i County Council
Submitted by: Planning Department
Pursuant to: Hawai‘i County Code §2-162.1
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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. An appropriation for a capital expenditure
that is not encumbered lapses at the end of two fiscal years following the fiscal year that the appropriation was made.
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 Hawai‘i County Code section 2-162.1, this report summarizes Fair Share contributions,
appropriations, and total capital funds available as of the end of FY 2012-2013 (June 30, 2013).
Table 1: Contributions, Appropriations, and Funds Available. Table 1 details the cash payments to the Fair Share capital projects
fund, Fair Share appropriations authorized by the County Council, appropriations that have lapsed, and Fair Share funds available for
capital projects by district and project type. Fair Share funds available equals cash contributions minus appropriations plus lapsed
appropriations. Through June 30, 2013, a total of $9,455,518.72 in cash contributions had been made, not including the park
dedication fund. In that same period, there were $6,650,620.95 in net appropriations. This left a Fair Share fund balance totaling
$2,804,897.77.
Table 2: In Lieu Contributions. In lieu credits, 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. Table 2 details the value of in lieu
assets credited through June 30, 2013.
Note: There has been no change in the Park Dedication Fund, the balance of which is $89,000. See past Fair Share reports for account
details.
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Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2013
Hamakua Fire Parks Police Solid Waste Roads
Cash Contributions
Nakahara, Scott:813 (4/26/2001)1,995.66 20,945.10 1,010.40 873.72 0.00
Total Cash Contributions Thru 6/30/13 1,995.66 20,945.10 1,010.40 873.72 0.00
Appropriations
Paauilo Volunteer Garage:10-60 (7/1/2010)1,900.00
Total Appropriations Thru 6/30/13 1,900.00 0.00 0.00 0.00 0.00
Lapsed Appropriations
Paauilo Volunteer Garage:10-60 (6/30/2013)1,900.00
Total Lapses Thru 6/30/13 1,900.00 0.00 0.00 0.00 0.00
Total Capital Funds Available: Hamakua 1,995.66 20,945.10 1,010.40 873.72 0.00
Ka‘ū Fire Parks Police Solid Waste Roads
Cash Contributions
Total Cash Contributions Thru 6/30/13 0.00 0.00 0.00 0.00 0.00
Appropriations
Total Appropriations Thru 6/30/13 0.00 0.00 0.00 0.00 0.00
Total Capital Funds Available: Ka‘ū 0.00 0.00 0.00 0.00 0.00
North Hilo Fire Parks Police Solid Waste Roads
Cash Contributions
Nobriga, Karl:1000 (9/20/2010)723.76 7,596.08 366.44 316.86 0.00
Total Cash Contributions Thru 6/30/13 723.76 7,596.08 366.44 316.86 0.00
Appropriations
Total Appropriations Thru 6/30/13 0.00 0.00 0.00 0.00 0.00
Total Capital Funds Available: North Hilo 723.76 7,596.08 366.44 316.86 0.00
North Kohala Fire Parks Police Solid Waste Roads
Cash Contributions
Karpovich, Robert:823 (10/21/96)332.61 3,490.85 168.40 145.62 3,101.68
Messmer, Peter:958 (9/16/03)2,171.28 22,788.24 1,099.32 950.58 20,247.78
Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710 (3/7/05)16,222.47 102,300.00 8,213.53 7,102.43 151,280.16
Hanaula Village Partners LLC:883 (8/1/06)12,537.84 5,489.30 116,920.22
Kohala Preserve Con Trst (Surety Kohala):747 (12/7/07)501.54 379,495.69 6,348.14 245.22 33,585.24
Hawaii Island CDC:05-28 (5/11/09)1,377.18 14,453.79 697.26 602.94 12,842.46
Total Cash Contributions Thru 6/30/13 33,142.92 522,528.57 16,526.65 14,536.09 337,977.54
Appropriations
Hooko Street Park (Waikoloa):04-17 (2/11/04)102,300.00
Waimea Park:07-14 (2/21/07)149,000.00
Kamehameha Park Comfort Station:07-15 (2/21/07)250,000.00
Kamehameha Park Comfort Station add'l:07-62 (4/17/07)130,000.00
Total Appropriations Thru 6/30/13 0.00 631,300.00 0.00 0.00 0.00
Lapsed Appropriations
Waimea Park:07-14 (lapsed 6/30/09)149,000.00
Kamehameha Park Comfort Station:07-15 (lapsed 6/30/09)504.31
Total Lapses Thru 6/30/13 0.00 149,504.31 0.00 0.00 0.00
Total Capital Funds Available: North Kohala 33,142.92 40,732.88 16,526.65 14,536.09 337,977.54
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Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2013
North Kona Fire Parks Police Solid Waste Roads
Kaloko Mauka
Roads
Hualalai
Roads
Cash Contributions
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (6/1/90)158,000.00
Hoffman, Chase:543 (11/25/98)12,000.00
Planning Director (Elizabetth McCormick) (8/30/90)24,000.00
Kveen, Henry:532 (12/2/91)12,000.00
Sampson LLC (Hualalai Properties, Inc):709 & 524 (4/18/94)50,907.31
Mudd, Ritchie:725 (8/30/94)21,000.00
Maryl Development:748 (2/8/95)50,000.00
Ohia Development Corporation:639 (2/26/95)21,000.00
Keauhou Sunset Corp (Luri Corp):633 (8/7/95)10,000.00
Hawaii Island CDC.:Hualalai Elderly (1/1/97)200,000.00
Stephenson, Howard:789 (2/20/1997)1,995.66 20,945.10 1,010.40 873.72 18,610.08
Cherry, James:786 (3/19/1997)2,328.27 24,435.95 1,178.80 1,019.34 21,711.76
Bezona, Norman:785 (6/26/1997)332.61 3,490.85 168.40 145.62 1,601.68
Robinson, Bruce:788 (10/2/1997)2,328.27 24,435.95 1,178.80 1,019.34 21,711.74
Beall, Alan:815 (10/15/1997)665.22 6,981.70 336.80 291.24 6,203.36
Cardin, James:908 (10/15/97)15,508.40
Branco, William:780 (1/15/1998)997.83 10,472.55 505.20 436.86 9,305.56
Hao Street Hui:850 (1/27/1998)1,330.44 13,963.40 673.60 582.48 12,406.72
Dungate, Peter:852 (2/9/1998)1,330.44 13,963.40 673.60 582.48
Maryl Development:748 (3/16/98)50,000.00
Mascari, Leonard:828 (11/10/1998)665.22 6,981.70 336.80 291.24 6,203.36
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (6/21/1999)9,313.08 4,715.20 4,077.36
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (6/21/1999)8,980.47 4,546.80 3,931.74
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (6/21/1999)7,650.03 3,873.20 3,349.26
Harry Foster Irrevocable Trust:859 (6/30/1999)1,968.66 20,945.10 1,010.40 900.90
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (7/1/1999)8,315.25 4,210.00 3,640.50
Carlson Realty Co.:830 (11/4/1999)1,330.44 13,963.40 673.60 582.48 12,406.72
Moody, Lyle:829 (2/9/2000)665.22 6,981.70 336.80 291.24 6,203.36
Paul, James:787 (2/23/2000)1,330.44 13,963.40 673.60 11,541.40
Paul, James:787 (2/28/2000)582.48 865.32
Cardin, James:908 (3/6/2000)1,663.05 17,454.25 842.00
Nackowski, Robert:887 (3/30/2000)2,660.88 27,926.80 1,347.20 1,164.96 24,813.44
Wilson, Randi:874 (8/16/2000)665.22 6,981.70 336.80 291.24 6,203.36
Bush, Marion:878 (9/19/2000)1,663.05 17,454.25 842.00 728.10 15,508.40
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (11/6/2000)11,308.74 5,725.60 4,951.08
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (11/6/2000)6,652.20 3,368.00 2,912.40
Ruis, Antone:790 (12/29/2000)2,328.27 24,435.95 1,178.80 1,019.34 21,711.76
Dungate, Peter:920 (1/16/2001)4,323.93 45,381.05 2,189.20 1,893.06 40,321.84
Sunstone Realty Partners X LLC:437 (6/15/01)149,399.80
Knapp, Gregory:816 (6/19/2001)665.22 6,981.70 336.80 291.24 6,203.36
Harry Foster Irrevocable Trust:859 (10/11/2001)4,323.93 45,381.05 2,189.20 1,893.06
Newlon, Geoffrey & Janet:870 (11/19/01)7,239.16
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (2/14/2002)13,477.60 6,823.80 5,900.70
Rinkenbach, Keven & Patricia:944 (3/11/2002)1,995.66 20,945.10 1,010.40 873.72
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (8/14/2002)13,132.04 6,648.86 5,749.40
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Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2013
North Kona (Cash Contributions - continued)Fire Parks Police Solid Waste Roads
Kaloko Mauka
Roads
Hualalai
Roads
King, Roy E.:991 (11/25/02)55,133.40
Maniniowali Equity Company LLC:940 (12/4/2002)46,565.40 23,576.00 20,386.80
Kamehameha Investment Corp:964 (1/31/2003)723.76 7,596.08 366.44 316.86 6,749.26
Kamehameha Investment Corp1:959 (1/31/2003)3,618.80 37,980.40 1,832.20 1,584.30 33,746.30
Kamehameha Investment Corp:947 (1/31/2003)10,976.13 115,198.05 5,557.20 4,805.46 102,355.44
Windward Enterprises, Inc.:897 (3/21/2003)1,330.44 13,963.40 673.60 582.48 12,406.72
Windward Enterprises, Inc.:897 (5/8/2003)117.08 1,228.76 59.28 51.24 1,091.80
Kona Hwn Vac Ownership (Towne Dev.):436 (6/26/2003)36,700.24 11,930.58 16,357.74
Kona Hwn Vac Ownership (Towne Dev.):436 (8/1/2003)277,490.34
Exchange Property Corporation:853 (8/14/2003)2,328.27 24,435.95 1,178.80 1,019.34 21,711.76
Sunstone Realty Partners X LLC:437 (12/17/03)64,852.80
Gomes Family Limited Partnership:993 (4/23/2004)5,428.20 56,970.60 2,748.30 2,376.45 50,619.45
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (5/13/2004)5,311.45 2,689.18 2,325.41
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (5/20/2004)15,934.50 8,067.60 6,976.35
Rinkenbach, Keven & Patricia:944 (7/16/2004)2,660.88 27,926.80 1,347.20 1,164.96
Hualalai Development Company (frmrly Kaup:926 (8/17/2004)3,743.96 39,294.09 1,895.52 1,639.11 34,913.45
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (8/30/2004)10,623.00 5,378.40 4,650.90
Young, Dennis:1003 (9/16/2004)3,618.80 37,980.40 1,832.20 1,584.30
Grover, Richard & Christin:1040 (9/24/04)37,888.00
Hualalai Development Company (frmrly Kaup:926 (10/5/2004)27,228.80 285,775.20 13,785.60 11,920.80 253,916.00
International Development Projects. Ltd.:801 (11/12/2004)1,431.29 15,021.83 724.66 626.64
Sunstone Realty Partners X LLC:996 (1/5/2005)28,357.29 9,218.43 12,639.51
Kona Scenic Land, Inc.:854 (2/8/2005)6,961.53 73,063.49 3,524.61 3,047.83
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (2/10/2005)8,144.30 4,123.44 3,565.69
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (4/4/2005)203,621.54
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (4/29/2005)4,074.62 3,523.30
Knierim, Phil:1056 (5/12/05)47,360.00
Uluwehi Properties, LLC:1036 (7/7/2005)8,704.20 91,352.40 4,406.80 3,810.80 81,168.20
David DeLuz Sr Enterprises:982 (7/28/2005)12,665.80 6,412.70 5,545.05
Easley, Bruce:04-30 (8/2/05)9,472.00
Hualalai Development Company (frmrly Kaup:926 (8/4/2005)7,383.60 77,493.78 3,738.42 3,232.74 68,854.59
Star Market, Ltd:895 (9/14/2005)7,459.24
Star Market, Ltd:895 (9/19/2005)710.72 359.84 311.16 6,627.68
Easley, Taylor:1031 (10/25/05)18,944.00
Gannon, James P.:834 (10/28/2005)2,560.60 26,874.68 1,296.47 1,121.05 5,378.61
Deutsch, Kristina:04-29 (12/21/05)9,472.00
Gannon, James P.:834 (1/10/2006)2,000.00
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (2/2/2006)2,194.86 1,111.26 960.90
Nani Kona Aina LLC/Welton, Walter & Susan:1001 (2/21/2006)6,151.96 64,566.68 3,114.74 2,693.31
Sunstone Realty Partners X LLC:437 (5/17/06)135,700.00
Ken World, Inc.:832 (6/2/2006)4,023.41 42,231.64 2,037.31 1,761.65 37,523.53
Big Island Country Club Estates (Spear):767 (7/6/06)20,540.68 17,761.36
Bond, Thad:1058 (7/14/06)9,472.00
Kam Center Specialty Corp:980 (9/5/06)763.50
Bart Cahoon Trust:989 (12/26/2006)2,533.16 26,586.28 1,282.54 1,109.01
Clapp, Eugene:1032 (12/29/06)28,416.00
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Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2013
North Kona (Cash Contributions - continued)Fire Parks Police Solid Waste Roads
Kaloko Mauka
Roads
Hualalai
Roads
Hawaii Island CDC.:Hualalai Elderly (1/1/07)100,000.00
Hualalai Development Company (frmrly Kaup):926 (1/31/2007)11,312.21 118,724.11 5,727.25 4,952.56 105,488.35
Hualalai Vistas LLC:1026 (3/30/2007)19,584.00 205,542.90 9,915.30 8,574.30
KPC Villages LLC:04-33 (3/30/2007)4,611.90
Kona Hwn Vac Ownership (Towne Dev.):436 (4/4/07)100,000.00
Shockley, Thomas:06-33 (1/28/08)9,921.20
KPC Villages LLC:04-33 (3/28/2008)47,437.35 1,499.25 2,055.60
Sunstone Realty Partners X LLC:437 (5/20/08)483,800.00
Gesling, Scott:05-24 (12/5/08)14,986.80
Gesling, Scott:05-24 (12/5/08)14,986.80
Patterrson, David&Susan (aka Totah, John):05-21 (10/4/10)9,991.20
Yim, Lerrol & Andrea:05-8 (1/4/11)9,991.20
Ken World, Inc.:832 (7/11/2011)2,648.64 27,798.37 1,341.00 1,159.60 24,699.30
Kona Country Club, Inc.: 09-98 (8/23/12)15,331.14 160,905.34 7,762.14 6,712.05 142,967.10
Total Cash Contributions Thru 6/30/13 446,655.48 2,566,271.52 234,070.22 213,901.29 2,241,906.32 578,764.24 300,000.00
Appropriations
Alii Highway Planning:90-118 (9/26/90)158,000.00
Mamalahoa/Kaloko intersection:94-92 (9/2/94)48,000.00
Kailua Park Equipment:95-104 (8/23/95)50,000.00
District 8 Park Improvements:95-114 (9/26/95)50,907.31
Kahaluu Park Improvements:96-95 (9/1/96)10,000.00
Kalaoa Police Substation:03-90 (7/1/03)50,000.00
Pualani Estates Park:04-70 (1/1/04)100,000.00
Alii Kai Subdivision Park:05-87 (7/1/05)822,000.00
Kalaoa Fire Station:05-87 (7/1/05)200,000.00
Kauhale connection:05-171 (12/27/05)500,000.00
Kailua Park Master Plan:06-80 (7/14/06)700,000.00
Alii Kai Subdivision Park:06-80 (7/14/06)500,000.00
Pualani Playground:06-80 (7/14/06)200,000.00
Uluwehi Properties, LLC:1036 REFUND (11/30/2006)26,607.02
Alii Kai Subdivision Park:07-83 (7/1/07)335,000.00
Mamalahoa Bypass:08-60 (5/8/08)500,000.00
Alii Kai Subdivision Park:08-79 (7/1/08)822,000.00
North Kona Connector Roads:08-79 (7/1/08)378,000.00
Mamalahoa Bypass Mitigation:10-80 (9/27/10)243,000.00
Kailua Recycling and Transfer Station:11-23 (2/23/11)197,722.42
Alii Kai Subdivision New Park Development:11-60 (7/1/11)1,000,000.00
Kona Dog Park (Kealakehe Regional Park):11-60 (7/1/11)30,000.00
Banyan's Beach Park:11-60 (7/1/11)250,000.00
Kaiminani Drive Roadway Improvements, Phase 1:11-60 (7/1/11)1,250,000.00
Royal Poinciana Sidewalks and Drainage:11-60 (7/1/11)100,000.00
Alii Drive Off Street Parking:11-60 (7/1/11)210,000.00
North Kona Connector Roads:11-60 (7/1/11)378,000.00
Makaeo Skateboard Park:12-95 (6/27/12)35,000.00
Kailua Park - New Canoe Hale:12-87 (7/1/12)704,000.00
Kona Emerg. Shelter & Multi-purpose Event Center:13-36 (3/27/13)154,264.00
Total Appropriations Thru 6/30/13 200,000.00 5,763,171.31 50,000.00 197,722.42 3,743,607.02 48,000.00 0.00
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Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2013
North Kona (continued)Fire Parks Police Solid Waste Roads
Kaloko Mauka
Roads
Hualalai
Roads
Lapsed Appropriations
Mamalahoa/Kaloko intersection:94-92 (6/30/97)48,000.00
Kalaoa Police Substation:03-90 (lapsed 6/30/06)50,000.00
Pualani Estates Park:04-70 (lapsed 6/30/06)100,000.00
Alii Kai Subdivision Park (lapsed 6/30/08)822,000.00
Kauhale connection:05-171 (lapsed 6/30/08)377,957.68
Kailua Park Master Plan:06-80 (lapsed 6/30/09)700,000.00
Alii Kai Subdivision Park:06-80 (lapsed 6/30/09)335,000.00
Pualani Playground:06-80 (lapsed 6/30/09)100,000.00
Alii Kai Subdivision Park:07-83 (lapsed 6/30/10)317,900.00
Mamalahoa Bypass:08-60 (lapsed 6/30/10)242,134.92
Alii Kai Subdivision Park:08-79 (lapsed 6/30/11)822,000.00
North Kona Connector Roads:08-79 (lapsed 6/30/11)378,000.00
Mamalahoa Bypass Mitigation:10-80 (lapsed 6/30/13)243,000.00
Total Lapses Thru 6/30/13 0.00 3,196,900.00 50,000.00 0.00 1,241,092.60 48,000.00 0.00
Total Capital Funds Available: North Kona 246,655.48 0.21 234,070.22 16,178.87 -260,608.10 *578,764.24 300,000.00
North & South Kona Fire Parks Police Solid Waste Roads
Cash Contributions
Oceanside 1250:765 & 812 (9/17/99)86,811.21 43,952.40 38,006.82
Oceanside 1250:765 & 812 (11/14/00)32,595.78 78,215.15 16,503.20 14,270.76
Total Cash Contributions Thru 6/30/13 119,406.99 78,215.15 60,455.60 52,277.58 0.00
Appropriations
Kailua Recycling and Transfer Station:11-23 (2/23/11)52,277.58
Kailua Park - New Canoe Hale:12-87 (7/1/12)78,000.00
Kona Emerg. Shelter & Multi-purpose Event Center:13-36 (3/27/13)215.00
Total Appropriations Thru 6/30/13 0.00 78,215.00 0.00 52,277.58 0.00
Total Capital Funds Available: North & South Kona 119,406.99 0.15 60,455.60 0.00 0.00
Puna Fire Parks Police Solid Waste Roads
Cash Contributions
Total Cash Contributions Thru 6/30/13 0.00 0.00 0.00 0.00 0.00
Appropriations
Total Appropriations Thru 6/30/13 0.00 0.00 0.00 0.00 0.00
Total Capital Funds Available: Puna 0.00 0.00 0.00 0.00 0.00
* Ord 11-60 appropriated more funds than had been contributed. Allotments in excess of available funds will not be approved.
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Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2013
South Kona Fire Parks Police Solid Waste Roads
Cash Contributions
Kealakekua Ranch:580 (12/4/92)161,250.00
Bush, Marion:864 (1/28/00)1,995.66 20,945.10 1,010.40 873.72 18,610.08
Kona Scenic Land, Inc.:775 (4/26/01)1,895.88 19,897.80 959.88 830.04 17,679.60
Central Kona Land:951 (5/21/01)1,995.66 20,945.10 1,010.40 873.72 18,610.08
Total Cash Contributions Thru 6/30/13 5,887.20 61,788.00 2,980.68 2,577.48 216,149.76
Appropriations
Napoopoo/ Mamalahoa Impr:94-92 (9/2/94)161,250.00
Napoopoo Park Improvements:12-87 (7/1/12)25,000.00
Kona Emerg. Shelter & Multi-purpose Event Center:13-36 (3/27/13)36,788.00
Total Appropriations Thru 6/30/13 0.00 61,788.00 0.00 0.00 161,250.00
Lapsed Appropriations
Napoopoo/ Mamalahoa Impr:94-92 (lapsed 6/30/97)109,993.47
Total Lapses Thru 6/30/13 0.00 0.00 0.00 0.00 109,993.47
Total Capital Funds Available: South Kona 5,887.2 0.0 2,980.7 2,577.5 164,893.2
South Kohala Fire Parks Police Solid Waste Roads
Cash Contributions
Kamuela Farms:842 (1/6/98)665.22 6,981.70 336.80 291.24 6,203.36
Stevens, Lawrence:845 (2/27/98)332.61 168.40 145.62 3,101.68
Bergin, William:924 (6/8/00)332.61 3,490.85 168.40 145.62 3,101.68
Bergin, William:924 (10/12/00)332.61 3,490.85 168.40 3,101.68
Parker Ranch, Inc.:907 (1/25/01)4,989.15 52,362.75 2,526.00 2,184.30
Kaomalo LLC (R. Smart Rev Persl Trst):715 (10/8/02)19,006.90 9,623.35 8,321.50
Kaomalo LLC (R. Smart Rev Persl Trst):715 (6/23/04)15,065.10 7,627.44 6,595.65
Kaomalo LLC (R. Smart Rev Persl Trst):715 (11/12/04)28,682.10 14,521.68 12,557.43
Bergin, William:924 (10/26/05)351.60 3,690.18 178.02 153.94 3,278.79
Kaomalo LLC (R. Smart Rev Persl Trst):715 (3/21/07)31,130.48 15,761.22 13,629.22
Waikoloa Beach Club LLC (Hoffee, John W.):851 (12/5/07)418.04 204.40 27,992.92
Total Cash Contributions Thru 6/30/13 101,306.42 70,016.33 51,079.71 44,374.54 46,780.11
Appropriations
Lifeguard Towers/ Stands Upgrades:11-60 (7/1/11)50,000.00
Traffic Calming Improvements (District 9): 11-126 (12/6/11)46,780.00
Total Appropriations Thru 6/30/13 50,000.00 0.00 0.00 0.00 46,780.00
Total Capital Funds Available: South Kohala 51,306.42 70,016.33 51,079.71 44,374.54 0.11
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Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2013
South Hilo Fire Parks Police Solid Waste Roads
Lanikaula/ Kilauea Road
Widening
Cash Contributions
Yoshida/Sugiyama: Use Permit 124 (1/1/95)30,000.00
GELOCAG/Allan Takase:781 (9/24/96)8,000.00
AFK Subdivision Partners:799 (12/6/01)5,654.37 2,862.80 2,475.54 48,440.56
Hakalau Farms:824 (10/10/03)2,993.49 1,515.60 1,310.58 27,915.12
Hakalau Farms:824 (11/6/03)127.80 64.71 55.98 1,191.96
Miyamoto:928 (7/12/04)1,361.44 14,288.76 689.28 596.04 10,995.80
Uohara, John:975 (1/25/05)723.76 7,596.08 366.44 316.86 6,749.26
DuPonte, Douglas & Joseph/Hakalau Farms:860 (9/22/06)5,224.66 2,645.16 2,287.46
Nakagawa, Craig & April:05-7 (6/1/07)459.06 4,817.93 232.42 200.98 4,280.82
Hilo One, Inc.:833 (10/18/07)3,215.12 1,627.84 1,407.60
Wung, Betty:04-16 (6/30/08)2,221.80 23,318.70 1,124.90 972.75 20,719.05
Nakamura, Glenn:06-45 (12/5/08)952.78 9,999.82 482.40 417.14 8,885.00
Hara, Arnold H and Murakami, Lillian K:07-74 (7/29/09)504.33 5,293.15 255.34 220.80 4,703.06
Takase, Allan:06-44 (4/8/10)5,743.26 59,074.74 1,867.14 2,559.78 50,516.28
Miller, Guy:07-63 (5/17/10)1,276.28 13,127.72 414.92 568.84 11,225.84
Yamada, Gerald:1046 (10/28/10)931.20 9,773.33 471.47 407.69 8,683.77
Hilo Hillside, LLC:738 (1/5/11)29,604.96 310,713.76 14,988.96 12,961.20
Yamada, Gerald:1046 (3/10/11)2,179.32 22,872.85 1,103.39 954.16 20,322.90
DuPonte, Douglas & Joseph/Hakalau Farms:860 (11/14/11)5,318.03 2,692.51 2,328.29
Akiyama, Kevin Ken:10-125 (2/9/12)1,108.18 11,630.66 561.06 485.18 8,783.04
Chock Family Partners:01-06 (9/20/12)361.88 3,798.04 158.43 3,374.63
Plant-Mason Family Trust:06-37 (9/11/12 & 10/3/12)4,375.71 45,924.03 2,215.40 1,915.72 5,804.35
Edwin Y. Nagata Trust:09-99 (12/20/12, 12/28/12, & 1/9/13)1,653.60 17,354.94 837.21 723.96 15,420.18
Total Cash Contributions Thru 6/30/13 75,991.03 559,584.51 37,202.17 33,324.98 266,011.62 30,000.00
Appropriations
Reed's Bay Beach Park:04-75 (7/1/04)18,000.00
Mooheau Bandstand and Related Park Improvements:11-60 (7/1/11)40,000.00
Kaipalaoa Landing Park Amenities and Improvements:11-60 (7/1/11)40,000.00
Kalakaua Park Revitalization Improvements:11-60 (7/1/11)39,000.00
Parking Facilities & Related Imprvnts in Dtwn Hilo:11-60 (7/1/11)100,000.00
Downtown Hilo Accessibility & Mobility Imprvnts:11-60 (7/1/11)100,000.00
Downtown Hilo Restrooms:12-87 (7/1/12)25,000.00
Total Appropriations Thru 6/30/13 0.00 162,000.00 0.00 0.00 200,000.00 0.00
Total Capital Funds Available: South Hilo 75,991.03 397,584.51 37,202.17 33,324.98 66,011.62 30,000.00
Totals County Totals Fire Parks Police Solid Waste Roads
Total Contributions 9,455,518.72 785,109.46 3,886,945.26 403,691.87 362,182.54 3,108,825.35 608,764.24 300,000.00
Total Appropriations 11,448,011.33 251,900.00 6,696,474.31 50,000.00 250,000.00 4,151,637.02 48,000.00 0.00
Total Lapsed Appropriations 4,797,390.38 1,900.00 3,346,404.31 50,000.00 0.00 1,351,086.07 48,000.00 0.00
Net Appropriations 6,650,620.95 250,000.00 3,350,070.00 0.00 250,000.00 2,800,550.95 0.00 0.00
Total Capital Funds Available 2,804,897.77 535,109.46 536,875.26 403,691.87 112,182.54 308,274.40 608,764.24 300,000.00
Special Road Earmarks
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Table 2: Total In Lieu Contributions
Through June 30, 2013
Date Name Memo Amount
Fire
02/25/2003 Big Island Country Club Estates (Spear):767
Release of bond for construction of Puuanahulu
Fire Station 500,000.00
05/05/2004 Hale Wailani Partners/Nansay Hawaii:759 49 Lots 833,320.00
06/16/2009 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710
payment to Kohala Coast Volunteer Fire Co (33
RS credits)16,191.99
Total Fire 1,349,511.99
Parks
10/25/2001 Waikoloa Beach Club LLC (Hoffee, John W.)Per Director's Ltr for handicap parking 7,770.96
02/25/2003 Big Island Country Club Estates (Spear):767 Puuanahulu Community Center 1,460,000.00
02/09/2004 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710
payment to Waikoloa Village Assn for Hooko St
Park 37,700.00
02/09/2004 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710 60,000.00
04/28/2004 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 YMCA conveyance 1,625,000.00
07/19/2004 Kaomalo LLC (R. Smart Rev Persl Trst):715 Waimea multi-purpose athletic field 339,479.30
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 305,721.00
01/20/2005 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710
Credit for cost of Kamehameha Park restroom
design 15,667.44
02/22/2005 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710
Deposit into DHHL account for park
improvements on DHHL lands at Kawaihae 100,000.00
10/18/2005 David DeLuz Sr Enterprises:982 35 lots (Res 173-05)132,931.40
11/29/2006 Hanaula Village Partners LLC(frmrly Pro:883 34 units 131,590.54
03/12/2008 Kaomalo LLC (R. Smart Rev Persl Trst):715 Waimea greenways and trails easements 563,259.65
04/03/2008 Oceanside 1250:765 & 812 Shoreline Park Land Value and Improvements 3,486,182.00
06/06/2012 Kaomalo LLC (R. Smart Rev Persl Trst):715
Phase III- neighborhood park site
improvements 321,895.00
Total Parks 8,587,780.09
Police
05/05/2004 Hale Wailani Partners/Nansay Hawaii:759 49 Lots 421,680.00
Total Police 421,680.00
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Table 2: Total In Lieu Contributions
Through June 30, 2013
Date Name Memo Amount
Roads
06/18/1997 Bezona, Norman:785 payment to DPW for Kaloko street light 1,500.00
02/09/1998 Dungate, Peter:852 Dedication of Road Lot E (Sub 97-034)12,406.72
06/30/1999 Harry Foster Irrevocable Trust:859 6 lots- dedication of Ke'oke'o St 18,610.08
12/01/1999 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 consulting for Alii Hwy 100,354.86
11/24/2000 Oceanside 1250:765 & 812
359 units/Mamalahoa By-Pass & Mamalahoa
Hwy($9,408,800.00)-Halekii Intersection
($290,000.00)9,698,800.00
01/25/2001 Parker Ranch, Inc.:907
In lieu for channelization improvements to
Mamalahoa Hwy 46,525.20
05/15/2001 Nakahara, Scott:813 6 lots, road and traffic improvements 18,610.08
09/21/2001 AFK Subdivision Partners:799 Co. future road widening strip 4,288.00
10/11/2001 Harry Foster Irrevocable Trust:859 13 lots- dedication of Oneone St 40,321.84
12/04/2002 Maniniowali Equity Company LLC:940 140 units- Queen K intersection 434,235.20
03/21/2003 Rinkenbach, Keven & Patricia:944 6 lots- dedication of Ke'okeo'o St 18,610.08
01/23/2004 Kaomalo LLC (R. Smart Rev Persl Trst):715
Kaomalo St & Mamalahoa Hwy intersection
improvements 200,032.00
05/20/2004 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 Alii Hwy ROW 352,000.00
09/20/2004 Young, Dennis:1003 Ahi Ahi St extension ROW 550,000.00
09/29/2004 Rinkenbach, Keven & Patricia:944 8 Lots 24,813.44
10/21/2004 Kona Scenic Land, Inc.:854 Holoholo/Nana Street Connection 87,735.00
11/12/2004 International Development Projects. Ltd.:801 COH dedicable roadway 13,347.15
01/10/2005 Sunstone Realty Partners X LLC:996 117 lots Alii Drive & Walua Rd Improvements 1,690,029.00
04/07/2005 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849
Laaloa Extension-Planning, Engineering, and
Environmental Studies 120,500.00
04/19/2006 Gannon, James P.:834 7 Lots 16,500.00
09/05/2006 Kam Center Specialty Corp:980 8 lots 57,149.78
11/29/2006 DuPonte, Douglas & Joseph/Hakalau Farms:860 Credit for roads for 14 lots 144,080.08
11/29/2006 Bart Cahoon Trust:989 7 lots +26,500.00
11/29/2006 Nani Kona Aina LLC/Welton, Walter & Susan:1001 Credit for roads approved by Res 516-06 455,515.70
03/30/2007 Hualalai Vistas LLC:1026 45 lots 1,322,276.00
10/18/2007 Hilo One, Inc.:833 8 lots inc. CPI adj.48,648.00
02/21/2008 Kaomalo LLC (R. Smart Rev Persl Trst):715 Phase III connector road 4,507,000.00
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Table 2: Total In Lieu Contributions
Through June 30, 2013
Date Name Memo Amount
10/27/2008 Hale Wailani Partners/Nansay Hawaii:759 credit per revised appraisal of roadway (49 lots)52,500.00
02/26/2009 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 Laaloa Street Extension EA Work 63,900.00
09/20/2010 Nobriga, Karl:1000 credit for water system cost- 2 lots 6,749.26
11/14/2011 DuPonte, Douglas & Joseph/Hakalau Farms:860 credit for roads per Res 518-06 49,592.14
02/09/2012 Akiyama, Kevin Ken:10-125 road widening dedication 1,551.00
03/20/2012 Plant-Mason Family Trust:06-37
road improvements to Wainaku Road and
Kulana Kea intersection 35,000.00
Total Roads 20,219,680.61
TOTAL IN LIEU CREDITS 30,578,652.69
13