HomeMy WebLinkAboutCOM 0093.000 2018-2020 Harry Kim 'moo°'°Y �F N'`.yq Michael Yee
Mayor : Director
Wil Okabe - 4_ s•z Duane Kanuha
Managing Director •.e� w;.�� Deputy Director
• ,TE OFMF'�
West Hawai`i Office •`• East Hawaii Office
74-5044 Ane Keohokalole Hwy • • 101 Pauahi Street,Suite 3
Kailua-Kona,Hawaii 96740 County of Hawaii Hilo,Hawai`i 96720
Phone(808)323-4770 Phone(808)961-8288
Fax(808)327-3563 PLANNING DEPARTMENT Fax(808)961-8742
January 29, 2019
Qr.)
c_ •
Honorable Aaron Chung, Chairman &Presiding Officer
and Members of the County Council '0' cz)
County of Hawai`i "Ti�
25 Aupuni Street
.Jj
Hilo, HI 96720 ,.
I" =
Dear Chairman Chung and Members of the County Council:
SUBJECT: FAIR SHARE ANNUAL REPORT AS OF JUNE 30, 2018
Transmitted herewith, please find an original and 10 copies of the Fair Share Annual Report as
of June 30, 2018.
The primary intent of this annual report is "for the council's review and use in the formulation of
the capital budget" (Hawai`i County Code Section 2-162.1(a)). Fair Share contributions are the
most significant of all community benefit assessments and exactions in terms of generating a
revenue source or in-kind contributions for capital improvements. We hope this report will be
useful to the Council and administrative agencies to utilize the Fair Share account as an
additional funding source for capital projects.
If you have any questions, please feel free to contact April Surprenant or Bethany Morrison in
my department.
Sincerely,
MICHAEL YEE
Planning Director
BJM:ja
\\COH33\planning\public\wpwin60\Fair Share\Annual Reports\2017-2018 Annual Report\2017-2018 Fair Share AR Cover.doe (11
Enclosure: Fair Share Annual Report as of 6-30-18 Comm. No.
Ref.To: FGRef. Date JAN 31 2019
www.hiplanningdept.com Hawai•i County is an Equal Opportunity Provider and Employer planning@a,hawaiicounty.gov
Honorable Aaron Chung, Chairman&Presiding Officer
and Members of the County Council
January 24, 2019
Page 2
cc with report: Mayor's Office
Finance Department
Department of Public Works
Department of Environmental Management
Department of Parks &Recreation
Fire Department
Police Department
Planning Division
Long Range Division
FAIR SHARE ANNUAL REPORT
As OF JUNE 30, 2018
January 29, 2019
Submitted to: Hawai`i County Council
Submitted by: Planning Department
Pursuant to: Hawai`i County Code§2-162.1
This page is intentionally left blank.
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 2017-2018 (June 30, 2018).
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, 2018, a total of$11,416,300.58 in cash contributions had been made, not including the park
dedication fund. In that same period, there were $7,274,136.57 in net appropriations. This left a Fair Share fund balance totaling
$4,142,164.01.
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, 2018.
•
1
This page is intentionally left blank.
2
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30,2018
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 6/30/18 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
Honokaa Skate Park:13-66(7/1/13) 20,000.00
Total Appropriations Thru 6/30/18 1,900.00 20,000.00 0.00 0.00 0.00
Lapsed Appropriations
Paauilo Volunteer Garage:10-60(lapsed 6/30/2013) 1,900.00
Honokaa Skate Park:13-66(lapsed 6/30/16) 20,000.00 ,
Total Lapses Thru 6/30/18 1,900.00. 20,000.00 0.00 1 0.00 0.00
Total Capital Funds Available:Hamakua 1,995.66 20,945.10 1,010.40 1 873.72 0.00
Ka'u Fire Parks Police Solid Waste Roads
Cash Contributions
-1Total Cash Contributions Thru 6/30/18 0.00 0.00 0.00 0.00 0.00
Appropriations
'Total Appropriations Thru 6/30/18 0.00 0.00 0.00 0.00 0 00
Total Capital Funds Available:Ka'u 0.00 0.001 0.001 0.00 0.00
North Hilo "" .
, ' .. Q Fire Parks Police Solid Waste Roads
Cash Contributions
Nobriga,Kar1:1000(9/20/2010) 723.76 7,596.08 366.44 316.86 0.00
Total Cash Contributions Thru 6/30/18 723.76 7,596.08 366.44 316.86 0.00 _
Appropriations
(Total Appropriations Thru 6/30/18 I 0.00 I 0.00 I 0.00 I 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 .-1 .
'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(317/05) 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 6,348.14 5,489.30 116,920.22 I
Kohala Preserve Con Trst(Surety Kohala):747(12/7/07) 501.54 379,495.69 245.22 33,585.24
Hawaii Island CDC:05-28(5/11/09) 1,377.18 14,453.79 697.26 602.94 12,842.46
EWM Investments LLC:10-123(11/22/2013) 4,986.81 52,337.97 2,524.77 2,183.31 0.00
Hanaula Village Partners LLC:883(8/10/16) 8,695.55
Total Cash Contributions Thru 6/30/18 38,129.73 583,562.09 19,051.42 16,719.40 337,977.54
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'I:07-62(4/17/07) 130,000.00
Traffic Calming Improvements:16-73(7/1/16) _ 150,000.00
Total Appropriations Thru 6/30/18 0.00 631,300.00 0.00 0.00 150,000.00
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 6/30/18 0.00 149,504.31 0.00 0.00 0.00
Total Capital Funds Available:North Kohala 38,129.73 101,766.40 19,051.42 16,719.40 187,977.54
3
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30,2018
North Kona Kaloko Mauka Hualalai
Fire Parks Police Solid Waste Roads Roads Roads
�.-
Cash Contributions
Towne Realty,Inc./Towne Dev of Hawaii:450&849 6/1/9
y ( 0) 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
Mary!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) I 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 17,454.25 842.00 728.10
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
1 Rinkenbach,Keven&Patricia:944(3/11/2002) I 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
4
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2018
North Kona(Cash Contributions-continued) Kaloko Mauka Hualalai
Fire Parks Police Solid Waste Roads Roads 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) 1 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) 8,047.82 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
5
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2018
Kaloko Mauka Hualalai
North Kona(Cash Contributions-continued) Fire Parks Police Solid Waste Roads Roads 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 4,952.5 k 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
Kona Hwn Vac Ownership(Towne Dev.):436(7/19/13) 435,188.88
Kona Hwn Vac Ownership(Towne Dev.):436(8/15/13) 8.00
Hualalai Dev Co(fmrly Kaupulehu):926(11/15/2013) 5,523.24 57,967.68 2,796.36 2,418.12 51,505.20
Towata Trust:11-148(10/07/14) 565.89 5,939.22 286.51 247.75 5,277.10
Mather Trust:04-31(11/14/14) 10,511.08
Smith,Tom:1048(4/8/15) 3,675.70 38,577.99 1,861.01 1,609.30
Feeney,Sean(aka Olin,Scott):06-50(6/23/15) 10,368.57
Joyce E.Gregory Family Trust(fka:Wintson Nicholson):06-000048(8/24/15) 10,368.57
Joyce E.Gregory Family Trust(fka:Wintson Nicholson):06-000048(10/7/15) 410.60
Sean Feeney and Robin Ledson(fka:Scott Olin):06-000050(7/16/15) 410.60
Kabumoto,Clifford:03-128(3/16/16) 23,540.09
Lorant Trust:15-188(8/8/16) 13,506.70
Juvik,James:16-99(11/1/17) 626.84 6,608.08 317.37 274.44 5,845.47
RS10 Kalaoa LLC:13-40(05/07/18) 7,030.43 73,422.58 3,559.49 3,078.02 65,560.33
Regency Pacific Management LLC:98-70(06/13/18) 42,735.28 13,892.76 19,047.39
Total Cash Contributions Thru 6/30/18 _ 506,812.86 2,748,795.07 256,783.72 240,576.31 2,805,283.30 647,880.45 300,000.00
Appropriations
Aii 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
Alt 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
6
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2018
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) _ _ 154,264.36_
Alii Kai Subdivision New Park Development:14-82(7/1/14) 1,280,000.00
•
West Hawaii Traffic Signal Improvements:15-58(7/1/15)_ 835,106.77
Traffic Calming Improvements:16-73(7/1/16) 23,540.40
Ane Keohokalole Highway-Hinalnai to Kaiminani:16-106(11/4/16) 84,256.00
Royal Poinciana Drive Sidewalks&Drainage: 17-40(7/1/17) 200,000.00
Total Appropriations Thru 6/30/18 200,000.00 7.043.171.67 50,000.00 197.722.42 4.886.510.19 48,000.00 0.00
North Kona(continued) Kaloko Mauka Hualalai
Fire Parks Police Solid Waste Roads Roads 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
Alii Kai Subdivision New Park Development:11-60(lapsed 6/30/14) 1,000,000.00
Kona Dog Park(Kealakehe Regional Park):11-60(lapsed 6/30/14) 30,000.00
Banyan's Beach Park:11-60(lapsed 6/30/14) 250,000.00
Royal Poinciana Sidewalks and Drainage:11-60(lapsed 6/30/14) 100,000.00
Alii Drive Off Street Parking:11-60(lapsed 6/30/14) 210,000.00
North Kona Connector Roads:11-60(lapsed 6/30/14) 378,000.00
Makaeo Skateboard Park:12-95(lapsed 6/30/14) 10,854.21
Kalaoa Fire Station:05-87(lapsed 6/30/08) 11,348.34
Kailua Park-New Canoe Hale:12-87(lapsed 6/30/15) 704,000.00
Alii Kai Subdivision Park:07-83(lapsed 6/30/15) 855.00
Kona Emerg.Shelter&Multi-purpose Event Center:13-36(lapsed 6/30/15) 154,264.36
West Hawaii Traffic Signal Improvements:15-58(lapsed 6/30/18) 101,053.58
Total Lapses Thru 6/30/18 11,348.34 5,346,873.57 50,000.00 0.00 2,030,146.18 48,000.00 0.00
Total Capital Funds Available:North Kona 318,161.20 1,052,496.97 256,783.7 42,853.89 -51,080.71 ` 647,880.45 300,000.00
I*Ord 17-40 appropriated more funds than had been contributed. Allotments in excess of available funds will not be approved.
7
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2018
North&South Kona
Fire Parks Police Solid Waste Roads
Cash Contributions
Oceanside 1250:765&812(9/17/99) 1 i 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 6/30/18 119,406.99 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 6/30/18 0.00 78,215.00 0.00 52,277.58 0.00 1
Lapsed Appropriations
Kailua Park-New Canoe Hale:12-87(lapsed 6/30/15) 78,000.00
Kona Emerg.Shelter&Multi-purpose Event Center:13-36(lapsed 6/30/15) 215.00 I
Total Lapses Thru 6/30/18 0.00 78,215.00 0.00 0.00 0.00
Total Capital Funds Available:North&South Kona 119,406.99 78,215.15 60,455.60 0.00 0.00
Funs k,,v2;•-=':.,...,.,:-'',, tom' ^ fit; ", a ;tia a V. "'Xz x' " '"' :` x°,., s
Fire Parks Police Solidl�Vaste 7.� Roatl's' °g
Cash Contributions
Graphic Images Hawaii Inc.:12-032(06/15/18) 22,316.28 234,216.56 11,298.70 9,770.29 208,105.42
Total Cash Contributions Thai 6/30/18 22,316.28 234,216.56 11,298.70 9,770.29 208,105.42
Appropriations
Total Appropriations Thru 6/30/18 0.00 0.00 0.001 0.00 0.00
Total Capital Funds Available:Puna 22,316.28 234,216.56 11,298.701 1 9,770.29 208,105.42
South Kona t.�.
., .4 r n �
3: r 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 6/30/18 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 I I I
West Hawaii Traffic Signal Improvements:15-58(7/1/15) 164,893.23
Total Appropriations Thru 6/30/18 0.00 61,788.00 0.00 0.00 326,143.23
Lapsed Appropriations
Napoopoo/Mamalahoa Impr:94-92(lapsed 6/30/97) 109,993.47
Napoopoo Park Improvements:12-87(lapsed 6/30/15) 25,000.00
Kona Emerg.Shelter&Multi-purpose Event Center:13-36(lapsed 6/30/15) 36,788.00 _
Total Lapses Thru 6/30/18 0.00 61,788.00 0.00 0.00 109,993.47I-
Total Capital Funds Available:South Kona 5,887.20, 61,788.00 2,980.68 2,577.48 0.001
1 8
I
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30,2018
South Kohala Fire Parks Police Solid Waste Roads
Cash Contributions .--..-1
Kamuela Farms:842(1/6/98) _ 665.22 6,981.70_ 336.80 291.24 6,203.36 I
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 3,490.85 168.40 145.62 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 Pers!Trst):715(6/23/04) _ 15,065.10 7,627.44 6,595.65 _
Kaomalo LLC(R.Smart Rev Pers!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 6/30/18 101,306.42 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 ,
Traffic Calming Improvements(District 9):14-82(7/1/14) 46,780.00 j
Traffic Calming lmprovements:16-73(7/1/16) 46,780.11 ,
Total Appropriations Thru 6/30/18 50,000.00 0.00 0.00 0.00 140,340.11
Lapsed Appropriations 1
Traffic Calming Improvements(District 9):11-126(lapsed 6/30/14) 46,780.00
Lifeguard Towers/Stands Upgrades:11-60(lapsed 6/30/14) 20,392.29
Traffic Calming Improvements(District 9):14-82(lapsed 6/30/17) 46,780.00
Total Lapses Thru 6/30/18 20,392.29 0.00 0.00 0.00 93,560.00
Total Capital Funds Available:South Kohala 171,698.71 70,016.331 51,079.71 44,374.541 0.007
South Hilo Lanikaula/Kilauea Road
Fire Parks Police Solid Waste Roads Widening
Cash Contributions J
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,lnc.: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 3,798.04 183.22 158.43 3,374.63 1
Plant-Mason FamilyTrust: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
9
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2018
Kobayashi,Grant(aka Hilo Hillside,LLC):738(4/16/2014) 528.66 5,548.46 267.66 231.45 4,929.90
Kobayashi,Grant(aka Hilo Hillside,LLC):738(6/16/2014) 22.36 234.70 11.32 9.79 208.53
-
Winegar,Thomas W&Furchgott,Susan E Trust:11-000147(6/5/14) 1,137.03 11,695.50 369.63 506.79 10,001.07
Moaniala Holdings,LLC(aka Hilo Hillside,LLC):738(11/24/14) 287,752.35
Camacho Holdings,LLC(tka Guy Miller):07-63(3/30/15)_ 2,759.06 28,379.51 896.97 1,229.72 24,268.02
De Ponte,Jason:14-000173(4/14/15) 601.06 6,308.37 304.32 263.15 5,305.09 300.00
Morris,Melvin&Brenda:15-34(5/17/16) 1,223.32 _ 12,839.26 619.36 535.58 11,407.88
Higashi,Roland:96-121(6/22/16) 9,987.61 _ 5,056.72 _ 4,372.68
B2-II Educational Trust:14-103(5-17-16) 1,202.12 12,616.74 608.64 526.30 11,210.18 _
Takehiro,Minoru&Katherine:16-10(07/20/17) 620.58 6,513.17 314.20 271.70 5,787.05 _
Total Cash Contributions Thru 6/30/18 94,072.83 643,720.22 45,650.99 41,272.14 626,881.69 30,000.00 300.00
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,
Manono Street Improvements:13-66(7/1/13) _ 66,000.00
Refund per Reso 41-15(Edwin Y.Nagata Trust:09-99)(3/12/15) 2,400.00
Kuawa Street New Sport Fields:17-44(6/21/17) 400,000.00
Traffic Calming Improvements:16-73(7/1/16) 279,679.49
Refund over payment(De Pante,Jason:14-000173)(11/29/16)❑ 300
Fire Maintenance Shop Mezzanine: 17-40(7/1/17) 45,000.00
Kalanianaole Ave Improvements: 17-80(12/18/17) 400,000.00
Total Appropriations Thru 6/30/18 45,000.00 562,000.00 0.00 0.00 948,079.49 0.00 300.00
Lapsed Appropriations
Mooheau Bandstand and Related Park Improvements:11-60(lapsed 6/30/14) 40,000.00
Kaipalaoa Landing Park Amenities and Improvements:11-60(lapsed 6/30/14) 40,000.00
Kalakaua Park Revitalization Improvements:11-60(lapsed 6/30/14) 39,000.00 ,
Downtown Hilo Restrooms:12-87(lapsed 6/30/15) 25,000.00
Manono Street Improvements:13-66(lapsed 6/30/16) 43,272.98
Manono Street Improvements:13-66(lapsed 6/30/17) _ 9,616.98
0.0
Total Lapses Thru 6/30/18 0.00 144,000.00 0.00 0 52,889.96 0.00
Total Capital Funds Available:South Hilo 49,072.83 225,720.22 45,650.99 41,272.14 -268,307.84 * 30,000.00 0.00
*Ord 17-80 appropriated more funds than had been contributed. Allotments in excess of available funds will not be approved.
Totals County Totals Fire Parks Police Solid Waste Roads Special Road Earmarks
Total Contributions 11,416,300.58 890,651.73 4,448,854.60 448,67 408,758.32 4,241,177.821 677,880.45 300,300.00
Total Appropriations _ 15,492,747.69 296,900.00 8,396,474.67 50,000.00 250,000.00 6,451,073.021 48,000.00 300.00
Total Lapsed Appropriations 8,218,611.12 33,640.63 5,800,380.88 50,000.00 0.00 2,286,589.61 48,000.00 0.00
Net Appropriations 7,274,136.57 263,259.37 2,596,093.79 0.00 250,000.00 4,164,483.41 I 0.00 300.00
Total Capital Funds Available 4,142,164.01 627,392.36 1,852,760.81 448,677.66 158,758.32 _ 76,694.41 677,880.45 300,000.00
627,392.36 1,852,760.81 448,677.66 158,758.32 76,694.41 I 677,880.45 300,000.00
10
Table 2: Total In Lieu Contributions
Through June 30, 2018
Fire Date Name Memo Amount
Release of bond for construction of Puuanahulu
02/25/2003 Big Island Country Club Estates(Spear):767 Fire Station 500,000.00
05/05/2004 Hale Wailani Partners/Nansay Hawaii:759 49 Lots 833,320.00
payment to Kohala Coast Volunteer Fire Co(33
06/16/2009 Kohala Rnch Dev Crp(aka Kohala Jnt Vntr):710 RS credits) 16,191.99
Total Fire 1,349,511.99
Parks Date Name Memo Amount
11111111
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
payment to Waikoloa Village Assn for Hooko St
02/09/2004 Kohala Rnch Dev Crp(aka Kohala Jnt Vntr):710 Park 37,700.00
payment to non-County for Waimea skatebd
02/09/2004 Kohala Rnch Dev Crp(aka Kohala Jnt Vntr):710 park 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
Reimbursement cost of new sign for Spencer
11/30/2004 Kohala Rnch Dev Crp(aka Kohala Jnt Vntr):710 Park 582.80
01/10/2005 Sunstone Realty Partners X LLC:996 Honl's Beach Park Improvements 305,721.00
Credit for cost of Kamehameha Park restroom
01/20/2005 Kohala Rnch Dev Crp(aka Kohala Jnt Vntr):710 design 15,667.44
Deposit into DHHL account for park
02/22/2005 Kohala Rnch Dev Crp(aka Kohala Jnt Vntr):710 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
34 units(Res 519-06,actual in-lieu based on
11/29/2006 Hanaula Village Partners LLC(frmrly Pro):883 amount spent) 122,895.03
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
Phase Ill-neighborhood park site
06/06/2012 Kaomalo LLC(R.Smart Rev Persl Trst):715 improvements 321,895.00
Total Parks 8,579,084.58
Police Date Name Memo Amount
05/05/2004 Hale Wailani Partners/Nansay Hawaii:759 49 Lots 421,680.00
Total Police 421,680.00
11
Table 2: Total In Lieu Contributions
Through June 30, 2018
Roads Date Name Memo Amount
06/ 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
359 units/Mamalahoa By-Pass&Mamalahoa
Hwy($9,408,800.00)-Halekii Intersection
11/24/2000 Oceanside 1250:765&812 ($290,000.00) 9,698,800.00
In lieu for channelization improvements to
01/25/2001 Parker Ranch, Inc.:907 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
Kaomalo St&Mamalahoa Hwy intersection
01/23/2004 Kaomalo LLC(R.Smart Rev Persl Trst):715 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
Laaloa Extension-Planning,Engineering,and
04/07/2005 Towne Realty,Inc./Towne Dev of Hawaii:450&849 Environmental Studies 120,500.00
04/19/2006 David DeLuz Sr Enterprises:982 credit for 35 lots approved by Res 282 06 118,112.05
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
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
12
Table 2: Total In Lieu Contributions
Through June 30, 2018
Roads(cont) Date Name Memo Amount
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
road improvements to Wainaku Road and
03/20/2012 Plant-Mason Family Trust:06-37 Kulana Kea intersection 35,000.00
02/18/2015 Nagata,Edward:09-99 credit for future road widening per Res 41-15 2,400.00
07/01/2315 Hualalai Vistas LLC:1026 credit for Mamalahoa Highway intersection 182,628.45
07/14/2016 Higashi,Roland: 833 credit for Kulana Street improvements 93,137.25
Total Roads 20,615,958.36
TOTAL IN LIEU CREDITS 30,966,234.93
13