HomeMy WebLinkAboutCOM 0112.001 2010-2012 -- OF N.
cP J''�� - ' 144 William T. Takaba
■Lie
� Managing Director
William P. Kenoi - +i : ' ° , f ' I •
Mayor - Walter K.M. Lau
. Deputy Managing Director
OF'M�' -
County of Hawa
Office of the Mayor
25 Aupuni Street, Suite 2603 • Hilo, Hawai`i 96720 • (808) 961 -8211 • Fax (808) 961 -6553
KONA: 74 -5044 Ane Keohokalole Hwy., Bldg. C • Kailua -Kona, Hawai`i 96740
(808)323 -4444 • Fax(808)323 -4440
May 5, 2011
The Honorable Members of the Hawaii County Council
County of Hawaii
25 Aupuni Street
Hilo, HI 96720
Dear Council Members:
Transmitted herewith is the Capital Budget for FY 2011 -2012 submitted for your review
and approval and the Capital Improvements Program for the next six years from
FY2011 - 12 to 2016 - 17 for your information. The Capital Budget includes 76 projects
requiring a total appropriation of $137,999,000.
Funding Sources
Capital projects are typically funded by debt (bonds, State Revolving Fund loans),
revenue sources (fuel tax, other special revenues), state grants, federal grants or loans,
and other financing options (fair share contributions or special financing districts). The
Capital Budget presented herein includes capital projects of which approximately
$126,705,000 are intended to be funded in whole or part by bonds, $7,515,000 to be
funded by State Revolving Fund Loans, $1,140,000 to be funded from Federal Grants
Receivable, $2,619,000 to be funded by fair share contributions, and $20,000 to be
funded by private donations (see Table 1).
Debt Service
Every year, we strive to present a budget that is fiscally constrained (in terms of prudent
debt service planning) and selective based on rational criteria. The Government
Finance Officers Association, a professional organization of government officials,
recommends a prudent debt service limit to be 15% of general expenditures.
<6 3D De. a Comm. No. /12. /
I County of Hawaii is an Equal Opportunity Provider and Employer. R • To G 14A t4
Ref. Date j MAY - 5 2011
Honorable Members of the Hawai`i County Council
May 5, 2011
Page 2
The lower the interest rate and the greater the revenues, the more can be borrowed
while staying within the prudent debt service limits. The proposed operating budget for
this coming fiscal year includes debt service for short term bond anticipation notes,
which are used to reduce carrying cost and insure that cash will be available for projects
as needed. As budgeted, the resulting total debt service is estimated at 10.7% of the
general expenditures. If all debt that has been authorized by the County Council was
issued, the debt service percentage would be 13.2% of the general expenditures.
What is a Capital Improvement Project?
A project is eligible for funding from the capital budget if it is a major nonrecurring
expenditure, such as:
1. Land acquisition;
2. Infrastructure improvement other than buildings that add value to the land or
improves utility (roads, drainage, sewer lines, parking, landscape or similar
construction);
3. New buildings or structures or additions to buildings, including related
equipment and appurtenances which are integral to the new structure;
4. Nonrecurring rehabilitation, remodeling or expansion of infrastructure and
buildings;
5. Planning, feasibility, engineering, or design studies related to capital
improvement projects;
6. Information and communications technology infrastructure.
Pending vs. New Projects
Approximately 31 of the 76 proposed projects are reappropriations of existing projects
totaling $70,189,000 because appropriations are lapsing and funds will not be
encumbered by June 30, 2011. Generally, appropriations are active for three years
from the effective date of the ordinance appropriating the project.
County of Hawai'i is an Equal Opportunity Provider and Employer.
Honorable Members of the Hawaii County Council
May 5, 2011
Page 3
Tables
Five (5) tables were created to provide a summary of capital budget projects in different
formats:
Table 1. List of Projects and Proposed Funding Sources includes proposed
projects that are requesting funds for this fiscal year, what makes them
eligible as a capital project, location, council benefit district, funding
source, six -year forecast of funding needs and total project costs.
Table 2. Capital Project Eligibility List categorizes projects by their eligibility.
Table 3. Location of Project by Council District indicates the Council District that
the project is located in.
Table 4. Council Benefit Districts identifies all the council districts that will
actually benefit from a particular project.
Table 5. Six -Year Capital Program FY 2011 -2012 to 2016 -2017 lists all projects
proposed by a department and provides the projected funding forecast for
the next six fiscal years and total estimated project cost. This list includes
projects that do not require funding this FY but forecast a funding need
within the upcoming six years.
Project Data /Financial Impact Statements
This document organizes the proposed projects in sections by County Departments.
The first document in each section is A Summary of Department Requests for FY 2011-
2012. Following the Summary are the individual Project Data/Financial Impact
Statements, which include information about the lead County agency, location, project
description, Council benefit districts, project consistency with long range plans, impact
on operating budget, sustainability focus, project readiness, etc.
County of Hawai'i is an Equal Opportunity Provider and Employer.
Honorable Members of the Hawaii County Council
May 5, 2011
Page 4
Fair Share Contributions
A Fair Share Annual Report as of June 30, 2010 was submitted to the County Council
on October 29, 2010. This document provides information on the total fair share
contributions assessed, collected and expended to date as well as a summary of funds
available for capital improvements. At this time, there are eight requests to fund
portions of a project's cost using fair share contributions. However, separate
appropriation requests may be approved by ordinance during the year. We have and
will continue to strongly urge the use of fair share contributions to fund CIP projects
when possible.
We ask for your favorable consideration of this Capital Budget and Program.
Aloha,
A
William P. Kenoi
MAYOR
County of Hawaii is an Equal Opportunity Provider and Employer.