HomeMy WebLinkAbout2011-2012 Fair Share Annual Report
FAIR SHARE ANNUAL REPORT
AS OF JUNE 30, 2012
January 28, 2013
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.
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 2011-2012 (June 30, 2012).
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, 2012, a total of $9,017,740.11 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, 2012, there were $5,845,646.93 in appropriations that have been expended or have not lapsed.
Fair Share Capital Funds Available. Table 3 summarizes cash available for capital projects by district and project type, as of
June 30, 2012. Total cash available equals total contributions (from Table 1) less total appropriations (from Table 2). As of
June 30, 2012, the Fair Share fund balance totaled $3,172,093.18.
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2
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
CAPITAL PROJECTS FUND
FIRE
South Hilo
12/06/2001 AFK Subdivision Partners:799 5,654.37
10/10/2003 Hakalau Farms:824 9 lots 2,993.49
11/06/2003 Hakalau Farms:824 9 lots-CPI Adj 127.80
07/12/2004 Miyamoto:928 Fire 4 lots 1,361.44
01/25/2005 Uohara, John:975 2 lots 723.76
09/22/2006 DuPonte, Douglas & Joseph/Hakalau Farms:860 14 units 5,224.66
06/01/2007 Nakagawa, Craig & April:05-7 1 lot 459.06
10/18/2007 Hilo One, Inc.:833 8 lots inc. CPI adj 3,215.12
06/30/2008 Wung, Betty:04-16 5 residential lots-fire 2,221.80
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, Allan:06-44 18 units 5,743.26
05/17/2010 Miller, Guy:07-63 4 multi-family units 1,276.28
10/28/2010 Yamada, Gerald:1046 2 lots 931.20
01/05/2011 Hilo Hillside, LLC:738 56 lots 29,604.96
03/10/2011 Yamada, Gerald:1046 5 lots (less the CPI paid for 2 lots)2,179.32
11/14/2011 DuPonte, Douglas & Joseph/Hakalau Farms:860 12 lots 5,318.03
02/09/2012 Akiyama, Kevin Ken:10-125 2 lots 1,108.18
Total South Hilo 69,599.84
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 1,995.66
Total Hamakua 1,995.66
North Kohala
10/21/1996 Karpovich, Robert:823 332.61
09/16/2003 Messmer, Peter:958 2,171.28
3
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
03/07/2005 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710 41 lots 16,222.47
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 1,377.18
Total North Kohala 33,142.92
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 4,989.15
10/08/2002 Kaomalo LLC (R. Smart Rev Persl Trst):715 55 units-Luala'i Ph I 19,006.90
06/23/2004 Kaomalo LLC (R. Smart Rev Persl Trst):715 44 lots for Holo Holo Ku 15,065.10
11/12/2004 Kaomalo LLC (R. Smart Rev Persl Trst):715 81 lots for Lualai Phase II 28,682.10
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 31,130.48
12/05/2007 Waikoloa Beach Club LLC (Hoffee, John W.)Includes Ck# 0732 dated 12/14/07 418.04
Total South Kohala 101,306.42
North Kona
02/20/1997 Stephenson, Howard:789 1,995.66
03/19/1997 Cherry, James:786 2,328.27
06/26/1997 Bezona, Norman:785 332.61
10/02/1997 Robinson, Bruce:788 2,328.27
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 1,330.44
02/09/1998 Dungate, Peter:852 1,330.44
11/10/1998 Mascari, Leonard:828 665.22
06/21/1999 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 28 lots 9,313.08
06/21/1999 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 27 lots 8,980.47
06/21/1999 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 23 lots 7,650.03
06/30/1999 Harry Foster Irrevocable Trust:859 6 lots 1,968.66
4
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
07/01/1999 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 25 lots 8,315.25
11/04/1999 Carlson Realty Co.:830 1,330.44
02/09/2000 Moody, Lyle:829 665.22
02/23/2000 Paul, James:787 1,330.44
03/06/2000 Cardin, James:908 1,663.05
03/30/2000 Nackowski, Robert:887 2,660.88
08/16/2000 Wilson, Randi:874 665.22
09/19/2000 Bush, Marion:878 1,663.05
11/06/2000 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 34 Lots 11,308.74
11/06/2000 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 20 Lots 6,652.20
12/29/2000 Ruis, Antone:790 2,328.27
01/16/2001 Dungate, Peter:920 13 units 4,323.93
06/19/2001 Knapp, Gregory:816 2 lots 665.22
10/11/2001 Harry Foster Irrevocable Trust:859 13 lots 4,323.93
02/14/2002 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 39 Lots 13,477.60
03/11/2002 Rinkenbach, Keven & Patricia:944 6 lots 1,995.66
08/14/2002 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 38 Lots 13,132.04
12/04/2002 Maniniowali Equity Company LLC:940 140 units 46,565.40
01/31/2003 Kamehameha Investment Corp:964 723.76
01/31/2003 Kamehameha Investment Corp1:959 3,618.80
01/31/2003 Kamehameha Investment Corp:947 33 lots 10,976.13
03/21/2003 Windward Enterprises, Inc.:897 1,330.44
05/08/2003 Windward Enterprises, Inc.:897 117.08
06/26/2003 Kona Hwn Vac Ownership (Towne Dev.):436 158 Units 36,700.24
08/14/2003 Exchange Property Corporation:853 2,328.27
04/23/2004 Gomes Family Limited Partnership:993 15 Lots 5,428.20
05/13/2004 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 15 lots 5,311.45
05/20/2004 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 45 lots 15,934.50
07/16/2004 Rinkenbach, Keven & Patricia:944 8 Lots 2,660.88
08/17/2004 Hualalai Development Company (frmrly Kaup:926 11 Lots 3,743.96
08/30/2004 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 30 lots 10,623.00
09/16/2004 Young, Dennis:1003 Fire 10 lots 3,618.80
10/05/2004 Hualalai Development Company (frmrly Kaup:926 80 Lots 27,228.80
5
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
11/12/2004 International Development Projects. Ltd.:801 4 lots 1,431.29
01/05/2005 Sunstone Realty Partners X LLC:996 117 Units 28,357.29
02/08/2005 Kona Scenic Land, Inc.:854 20 lots 6,961.53
02/10/2005 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 23 lots 8,144.30
04/29/2005 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 22 lots for Fire only 8,047.82
07/07/2005 Uluwehi Properties, LLC:1036 20 lots 8,704.20
07/28/2005 David DeLuz Sr Enterprises:982 35 lots 12,665.80
08/04/2005 Hualalai Development Company (frmrly Kaup:926 21 lots 7,383.60
09/19/2005 Star Market, Ltd:895 2 lots 710.72
10/28/2005 Gannon, James P.:834 7 lots 2,560.60
02/02/2006 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 6 lots 2,194.86
02/21/2006 Nani Kona Aina LLC/Welton, Walter & Susan:1001 17 lots 6,151.96
06/02/2006 Ken World, Inc.:832 11 SF Lots 4,023.41
12/26/2006 Bart Cahoon Trust:989 7 lots 2,533.16
01/31/2007 Hualalai Development Company (frmrly Kaup:926 31 SF units 11,312.21
03/30/2007 Hualalai Vistas LLC:1026 45 lots 19,584.00
03/28/2008 KPC Villages LLC:04-33 15 lots 4,611.90
07/11/2011 Ken World, Inc.:832 6 lots 2,648.64
Total North Kona 431,324.34
South Kona
01/28/2000 Bush, Marion:864 1,995.66
04/26/2001 Kona Scenic Land, Inc.:775 6 lots 1,895.88
05/21/2001 Central Kona Land:951 1,995.66
Total South Kona 5,887.20
North and South Kona
09/17/1999 Oceanside 1250:765 & 812 261 units 86,811.21
11/14/2000 Oceanside 1250:765 & 812 98 lots 32,595.78
Total North and South Kona 119,406.99
Total Fire 763,387.13
6
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
PARKS
South Hilo
07/12/2004 Miyamoto:928 Parks 4-lots/New owner-Lillian Kamigaki 14,288.76
01/25/2005 Uohara, John:975 2 lots 7,596.08
06/01/2007 Nakagawa, Craig & April:05-7 1 lot 4,817.93
06/30/2008 Wung, Betty:04-16 5 residential lots-parks 23,318.70
12/05/2008 Nakamura, Glenn:06-45 2 lots 9,999.82
07/29/2009 Hara, Arnold H and Murakami, Lillian K:07-74 1 additional lot 5,293.15
04/08/2010 Takase, Allan:06-44 18 units 59,074.74
05/17/2010 Miller, Guy:07-63 4 multi-family units 13,127.72
10/28/2010 Yamada, Gerald:1046 2 lots 9,773.33
01/05/2011 Hilo Hillside, LLC:738 56 lots 310,713.76
03/10/2011 Yamada, Gerald:1046 5 lots (less CPI paid for 2 lots)22,872.85
02/09/2012 Akiyama, Kevin Ken:10-125 2 lots 11,630.66
Total South Hilo 492,507.50
North Hilo
09/20/2010 Nobriga, Karl:1000 2 lots 7,596.08
Total North Hilo 7,596.08
Hamakua
04/26/2001 Nakahara, Scott:813 6 lots 20,945.10
Total Hamakua 20,945.10
North Kohala
10/21/1996 Karpovich, Robert:823 3,490.85
09/16/2003 Messmer, Peter:958 22,788.24
02/09/2004 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710 Hooko St Park/Kohala Ranch 102,300.00
12/12/2006 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710
Kamehameha Park Comfort Station, Waimea
District Park 379,495.69
05/11/2009 Hawaii Island Community Development Corp.:05-28 3 lots 14,453.79
Total North Kohala 522,528.57
7
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
South Kohala
01/06/1998 Kamuela Farms:842 6,981.70
06/08/2000 Bergin, William:924 1 lot 3,490.85
10/12/2000 Bergin, William:924 1 lot 3,490.85
01/25/2001 Parker Ranch, Inc.:907 52,362.75
10/26/2005 Bergin, William:924 1 lot 3,690.18
Total South Kohala 70,016.33
North Kona
04/18/1994 Sampson LLC (Hualalai Properties, Inc):709 & 524 Cash paid, but no development yet 50,907.31
02/08/1995 Maryl Development:748
Condition J $100,000 Monetary Fee credit for
Parks and Recreation 50,000.00
08/07/1995 Keauhou Sunset Corp (Luri Corp):633 10,000.00
02/20/1997 Stephenson, Howard:789 20,945.10
03/19/1997 Cherry, James:786 24,435.95
06/26/1997 Bezona, Norman:785 3,490.85
10/02/1997 Robinson, Bruce:788 24,435.95
10/15/1997 Beall, Alan:815 2 lots 6,981.70
01/15/1998 Branco, William:780 10,472.55
01/27/1998 Hao Street Hui:850 13,963.40
02/09/1998 Dungate, Peter:852 13,963.40
03/16/1998 Maryl Development:748
Condition J $100,000 Monetary Fee credit for
Parks and Recreation 50,000.00
11/10/1998 Mascari, Leonard:828 6,981.70
06/30/1999 Harry Foster Irrevocable Trust:859 6 lots 20,945.10
11/04/1999 Carlson Realty Co.:830 13,963.40
02/09/2000 Moody, Lyle:829 6,981.70
02/23/2000 Paul, James:787 13,963.40
03/06/2000 Cardin, James:908 17,454.25
03/30/2000 Nackowski, Robert:887 8 lots 27,926.80
08/16/2000 Wilson, Randi:874 6,981.70
09/19/2000 Bush, Marion:878 17,454.25
12/29/2000 Ruis, Antone:790 24,435.95
01/16/2001 Dungate, Peter:920 13 units 45,381.05
06/19/2001 Knapp, Gregory:816 2 lots 6,981.70
8
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
10/11/2001 Harry Foster Irrevocable Trust:859 13 lots 45,381.05
03/11/2002 Rinkenbach, Keven & Patricia:944 6 lots 20,945.10
01/31/2003 Kamehameha Investment Corp:964 7,596.08
01/31/2003 Kamehameha Investment Corp1:959 37,980.40
01/31/2003 Kamehameha Investment Corp:947 33 lots 115,198.05
03/21/2003 Windward Enterprises, Inc.:897 13,963.40
05/08/2003 Windward Enterprises, Inc.:897 1,228.76
08/01/2003 Kona Hwn Vac Ownership (Towne Dev.):436 158 units 277,490.34
08/14/2003 Exchange Property Corporation:853 24,435.95
04/23/2004 Gomes Family Limited Partnership:993 15 Lots 56,970.60
07/16/2004 Rinkenbach, Keven & Patricia:944 8 Lots 27,926.80
08/17/2004 Hualalai Development Company (frmrly Kaup:926 11 Lots 39,294.09
09/16/2004 Young, Dennis:1003 Parks 10 lots 37,980.40
10/05/2004 Hualalai Development Company (frmrly Kaup:926 80 Lots/New Owner-WB KD Acquisition, LLC 285,775.20
11/12/2004 International Development Projects. Ltd.:801 4 lots 15,021.83
02/08/2005 Kona Scenic Land, Inc.:854 20 lots 73,063.49
07/07/2005 Uluwehi Properties, LLC:1036 20 lots 91,352.40
08/04/2005 Hualalai Development Company (frmrly Kaup:926 21 lots 77,493.78
09/14/2005 Star Market, Ltd:895 2 lots 7,459.24
10/28/2005 Gannon, James P.:834 7 Lots 26,874.68
02/21/2006 Nani Kona Aina LLC/Welton, Walter & Susan:1001 17 lots 64,566.68
06/02/2006 Ken World, Inc.:832 11 SF Lots 42,231.64
12/26/2006 Bart Cahoon Trust:989 7 lots 26,586.28
01/31/2007 Hualalai Development Company (frmrly Kaup:926 31 SF units 118,724.11
03/30/2007 Hualalai Vistas LLC:1026 45 lots 205,542.90
04/04/2007 Kona Hwn Vac Ownership (Towne Dev.)Balance of Parks; receipt #1053 100,000.00
03/28/2008 KPC Villages LLC:04-33 15 lots 47,437.35
07/11/2011 Ken World, Inc.:832 6 lots 27,798.37
Total North Kona 2,405,366.18
9
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
South Kona
01/28/2000 Bush, Marion:864 20,945.10
05/25/2000 Kona Scenic Land, Inc.:775 6 lots 19,897.80
05/21/2001 Central Kona Land:951 20,945.10
Total South Kona 61,788.00
North and South Kona
11/14/2000 Oceanside 1250:765 & 812 98 lots 78,215.15
Total North and South Kona 78,215.15
Total Parks 3,658,962.91
POLICE
South Hilo
12/06/2001 AFK Subdivision Partners:799 2,862.80
10/10/2003 Hakalau Farms:824 9 lots/Gerald Kodama 1,515.60
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 2,645.16
06/01/2007 Nakagawa, Craig & April:05-7 1 lot 232.42
10/18/2007 Hilo One, Inc.:833 8 lots incl. CPI adj.1,627.84
06/30/2008 Wung, Betty:04-16 5 residential lots-police 1,124.90
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 1,867.14
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 14,988.96
03/10/2011 Yamada, Gerald:1046 5 lots (less CPI paid for 2 lots)1,103.39
11/14/2011 DuPonte, Douglas & Joseph/Hakalau Farms:860 12 lots 2,692.51
02/09/2012 Akiyama, Kevin Ken:10-125 2 lots 561.06
Total South Hilo 33,966.34
10
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
North Hilo
09/20/2010 Nobriga, Karl:1000 2 lots 366.44
Total North Hilo 366.44
Hamakua
04/26/2001 Nakahara, Scott:813 6 lots 1,010.40
Total Hamakua 1,010.40
North Kohala
10/21/1996 Karpovich, Robert:823 168.40
09/16/2003 Messmer, Peter:958 1,099.32
03/07/2005 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710 41 lots 8,213.53
08/01/2006 Hanaula Village Partners LLC(frmrly Pro:883 34 units 6,348.14
05/11/2009 Hawaii Island Community Development Corp.:05-28 3 lots 697.26
Total North Kohala 16,526.65
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 2,526.00
10/08/2002 Kaomalo LLC (R. Smart Rev Persl Trst):715 55 units-Luala'i, Ph I 9,623.35
06/23/2004 Kaomalo LLC (R. Smart Rev Persl Trst):715 44 lots for Holo Holo Ku 7,627.44
11/12/2004 Kaomalo LLC (R. Smart Rev Persl Trst):715
81 lots for Lualai Phase II/New owner-Kaomalo,
LLC 14,521.68
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 15,761.22
Total South Kohala 51,079.71
North Kona
02/20/1997 Stephenson, Howard:789 1,010.40
03/19/1997 Cherry, James:786 1,178.80
11
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
06/26/1997 Bezona, Norman:785 168.40
10/02/1997 Robinson, Bruce:788 1,178.80
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
11/10/1998 Mascari, Leonard:828 336.80
06/21/1999 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 28 lots 4,715.20
06/21/1999 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 27 lots 4,546.80
06/21/1999 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 23 lots 3,873.20
06/30/1999 Harry Foster Irrevocable Trust:859 6 lots 1,010.40
07/01/1999 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 25 lots 4,210.00
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 1,347.20
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 5,725.60
11/06/2000 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 20 Lots 3,368.00
12/29/2000 Ruis, Antone:790 1,178.80
01/16/2001 Dungate, Peter:920 13 units 2,189.20
06/19/2001 Knapp, Gregory:816 2 lots 336.80
10/11/2001 Harry Foster Irrevocable Trust:859 13 lots 2,189.20
02/14/2002 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 39 Lots 6,823.80
03/11/2002 Rinkenbach, Keven & Patricia:944 6 lots 1,010.40
08/14/2002 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 38 Lots 6,648.86
12/04/2002 Maniniowali Equity Company LLC:940 140 units 23,576.00
01/31/2003 Kamehameha Investment Corp:964 366.44
01/31/2003 Kamehameha Investment Corp1:959 1,832.20
01/31/2003 Kamehameha Investment Corp:947 33 lots 5,557.20
03/21/2003 Windward Enterprises, Inc.:897 673.60
12
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
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 11,930.58
08/14/2003 Exchange Property Corporation:853 1,178.80
04/23/2004 Gomes Family Limited Partnership:993 15 Lots 2,748.30
05/13/2004 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 15 lots 2,689.18
05/20/2004 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 45 lots 8,067.60
07/16/2004 Rinkenbach, Keven & Patricia:944 8 Lots 1,347.20
08/17/2004 Hualalai Development Company (frmrly Kaup:926 11 Lots 1,895.52
08/30/2004 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 30 lots 5,378.40
09/16/2004 Young, Dennis:1003 Police 10 lots 1,832.20
10/05/2004 Hualalai Development Company (frmrly Kaup:926 80 Lots 13,785.60
11/12/2004 International Development Projects. Ltd.:801 4 lots 724.66
01/05/2005 Sunstone Realty Partners X LLC:996 117 Units 9,218.43
02/08/2005 Kona Scenic Land, Inc.:854 20 lots 3,524.61
02/10/2005 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 23 lots 4,123.44
04/29/2005 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 22 lots for Police only 4,074.62
07/07/2005 Uluwehi Properties, LLC:1036 20 lots 4,406.80
07/28/2005 David DeLuz Sr Enterprises:982 35 lots 6,412.70
08/04/2005 Hualalai Development Company (frmrly Kaup:926 21 lots 3,738.42
09/19/2005 Star Market, Ltd:895 2 lots 359.84
10/28/2005 Gannon, James P.:834 7 lots 1,296.47
02/02/2006 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 6 lots 1,111.26
02/21/2006 Nani Kona Aina LLC/Welton, Walter & Susan:1001 17 lots 3,114.74
06/02/2006 Ken World, Inc.:832 11 SF lots 2,037.31
07/06/2006 Big Island Country Club Estates (Spear):767 106 lots 20,540.68
12/26/2006 Bart Cahoon Trust:989 7 lots 1,282.54
01/31/2007 Hualalai Development Company (frmrly Kaup:926 31 SF units 5,727.25
03/30/2007 Hualalai Vistas LLC:1026 45 lots 9,915.30
03/28/2008 KPC Villages LLC:04-33 15 lots 1,499.25
07/11/2011 Ken World, Inc.:832 6 lots 1,341.00
Total North Kona 226,308.08
13
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
South Kona
01/28/2000 Bush, Marion:864 1,010.40
05/25/2000 Kona Scenic Land, Inc.:775 6 lots 959.88
05/21/2001 Central Kona Land:951 1,010.40
Total South Kona 2,980.68
North and South Kona
09/17/1999 Oceanside 1250:765 & 812 261 units 43,952.40
11/14/2000 Oceanside 1250:765 & 812 98 lots 16,503.20
Total North and South Kona 60,455.60
Total Police 392,693.90
ROADS
South Hilo
Special earmarked
01/01/1995 Yoshida/Sugiyama road widening Lanikaula/Kilauea 30,000.00
Total Special earmarked 30,000.00
South Hilo - Other
09/24/1996 GELOCAG/Allan Takase:781 8,000.00
10/19/2001 AFK Subdivision Partners:799 Bal for 17 units 48,440.56
10/10/2003 Hakalau Farms:824 9 lots 27,915.12
11/06/2003 Hakalau Farms:824 9 lots-CPI Adj 1,191.96
07/12/2004 Miyamoto:928 Roads 4 lots / $1700 pd to DPW for street light 10,995.80
01/25/2005 Uohara, John:975 2 lots 6,749.26
06/01/2007 Nakagawa, Craig & April:05-7 1 lot 4,280.82
06/30/2008 Wung, Betty:04-16 5 residential lots-roads 20,719.05
12/05/2008 Nakamura, Glenn:06-45 2 lots 8,885.00
07/29/2009 Hara, Arnold H and Murakami, Lillian K:07-74 1 lot 4,703.06
04/08/2010 Takase, Allan:06-44 18 units 50,516.28
05/17/2010 Miller, Guy:07-63 4 multi-family units 11,225.84
10/28/2010 Yamada, Gerald:1046 2 lots 8,683.77
14
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
03/10/2011 Yamada, Gerald:1046 5 lots (less the CPI paid for 2 lots)20,322.90
02/09/2012 Akiyama, Kevin Ken:10-125 2 lots 8,783.04
Total South Hilo - Other 241,412.46
Total South Hilo 271,412.46
North Kohala
10/21/1996 Karpovich, Robert:823 3,101.68
09/16/2003 Messmer, Peter:958 20,247.78
03/07/2005 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710 41 lots 151,280.16
08/01/2006 Hanaula Village Partners LLC(frmrly Pro:883 34 units 116,920.22
12/27/2007 Kohala Preserve Con Trst (Surety Kohala):747 6 hotel units 33,585.24
05/11/2009 Hawaii Island Community Development Corp.:05-28 3 lots 12,842.46
Total North Kohala 337,977.54
South Kohala
01/06/1998 Kamuela Farms:842 6,203.36
02/27/1998 Stevens, Lawrence:845 3,101.68
06/08/2000 Bergin, William:924 1 lot 3,101.68
10/12/2000 Bergin, William:924 1 lot 3,101.68
10/26/2005 Bergin, William:924 1 lot 3,278.79
12/05/2007 Waikoloa Beach Club LLC (Hoffee, John W.)Includes Ck 0732 dated 12/14/07 27,992.92
Total South Kohala 46,780.11
North Kona
Hualalai Rd
01/01/1997 Hawaii Island Community Development Corp.:Hualalai ElderlyHualalai Rd imprvments 200,000.00
01/01/2007 Hawaii Island Community Development Corp.:Hualalai ElderlyHualalai Rd imprvments 100,000.00
Total Special earmarked 300,000.00
Kaloko Mauka Roads
11/25/1988 Hoffman, Chase:543 12,000.00
08/30/1990 Planning Director (Elizabetth McCormick)24,000.00
12/02/1991 Kveen, Henry:532 12,000.00
08/30/1994 Mudd, Ritchie:725 21,000.00
02/26/1995 Ohia Development Corporation:639 21,000.00
02/20/1997 Stephenson, Howard:789 18,610.08
15
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
03/19/1997 Cherry, James:786 21,711.76
06/26/1997 Bezona, Norman:785 1,601.68
10/02/1997 Robinson, Bruce:788 21,711.74
10/15/1997 Beall, Alan:815 2 lots 6,203.36
10/15/1997 Cardin, James:908 15,508.40
01/27/1998 Hao Street Hui:850 12,406.72
11/10/1998 Mascari, Leonard:828 6,203.36
11/04/1999 Carlson Realty Co.:830 12,406.72
02/09/2000 Moody, Lyle:829 6,203.36
02/23/2000 Paul, James:787 11,541.40
02/28/2000 Paul, James:787 865.32
12/29/2000 Ruis, Antone:790 21,711.76
06/19/2001 Knapp, Gregory:816 2 lots 6,203.36
11/19/2001 Newlon, Geoffrey & Janet:870 7,239.16
11/25/2002 King, Roy E.:991 55,133.40
03/21/2003 Windward Enterprises, Inc.:897 12,406.72
05/08/2003 Windward Enterprises, Inc.:897 1,091.80
08/14/2003 Exchange Property Corporation:853 21,711.76
09/24/2004 Grover, Richard & Christin:1040 4-lots 37,888.00
05/12/2005 Knierim, Phil:1056 5 lots 47,360.00
08/02/2005 Easley, Bruce:04-30 1 additional lot 9,472.00
09/19/2005 Star Market, Ltd:895 2 lots 6,627.68
10/25/2005 Easley, Taylor:1031 2 lots 18,944.00
12/21/2005 Deutsch, Kristina:04-29 1 lot 9,472.00
07/14/2006 Bond, Thad:1058 1 lot 9,472.00
09/05/2006 Kam Center Specialty Corp:980 Cash balance for 8 lots 763.50
12/29/2006 Clapp, Eugene:1032 3 lots 28,416.00
01/28/2008 Shockley, Thomas:06-33 2 lots for Kaloko Mamalahoa intersection 9,921.20
12/05/2008 Gesling, Scott:05-24 1.5 lots 14,986.80
12/05/2008 Gesling, Scott:05-24 1.5 lots 14,986.80
10/04/2010 Patterrson, David&Susan (aka Totah, John):05-21 1 lots 9,991.20
01/04/2011 Yim, Lerrol & Andrea:05-8 1 lot 9,991.20
Total Kaloko Mauka Roads 578,764.24
16
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
North Kona - Other
06/01/1990 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 payment by Taiyo 158,000.00
01/15/1998 Branco, William:780 9,305.56
03/30/2000 Nackowski, Robert:887 24,813.44
08/16/2000 Wilson, Randi:874 6,203.36
09/19/2000 Bush, Marion:878 15,508.40
01/16/2001 Dungate, Peter:920 13 units 40,321.84
06/15/2001 Sunstone Realty Partners X LLC:437 12.661 acres 149,399.80
01/31/2003 Kamehameha Investment Corp:964 6,749.26
01/31/2003 Kamehameha Investment Corp1:959 33,746.30
01/31/2003 Kamehameha Investment Corp:947 33 lots 102,355.44
12/17/2003 Sunstone Realty Partners X LLC:437 5.496 acres/Alii Park Place 64,852.80
04/23/2004 Gomes Family Limited Partnership:993 15 Lots 50,619.45
08/17/2004 Hualalai Development Company (frmrly Kaup:926 11 Lots 34,913.45
10/05/2004 Hualalai Development Company (frmrly Kaup:926 80 Lots 253,916.00
04/04/2005 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 La`aloa Ave. extension to Kuakini Hwy 203,621.54
07/07/2005 Uluwehi Properties, LLC:1036 20 lots 81,168.20
08/04/2005 Hualalai Development Company (frmrly Kaup:926 21 lots 68,854.59
10/28/2005 Gannon, James P.:834 7 lots/Balance pending approval of in lieu credit 5,378.61
01/10/2006 Gannon, James P.:834
Balance for road fair share contribution for 7
lots 2,000.00
05/17/2006 Sunstone Realty Partners X LLC:437
11.5 acrees pro-rata share pursuant to
Condition J (Kona Sea Villas portion)135,700.00
06/02/2006 Ken World, Inc.:832 11 SF lots 37,523.53
01/31/2007 Hualalai Development Company (frmrly Kaup:926 31 SF units 105,488.35
05/20/2008 Sunstone Realty Partners X LLC:437
41 acres of land for the Kahului to Keauhou
Parkway 483,800.00
07/11/2011 Ken World, Inc.:832 6 lots 24,699.30
Total North Kona - Other 2,098,939.22
Total North Kona 2,398,939.22
17
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
South Kona
12/04/1992 Kealakekua Ranch:580 Napoopoo/ Mamalahoa Improvements 161,250.00
01/28/2000 Bush, Marion:864 18,610.08
05/25/2000 Kona Scenic Land, Inc.:775 6 lots 17,679.60
05/21/2001 Central Kona Land:951 18,610.08
Total South Kona 216,149.76
Total Roads 3,850,023.33
SOLID WASTE
South Hilo
12/06/2001 AFK Subdivision Partners:799 2,475.54
10/10/2003 Hakalau Farms:824 9 lots 1,310.58
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 2,287.46
06/01/2007 Nakagawa, Craig & April:05-7 1 lot 200.98
10/18/2007 Hilo One, Inc.:833 8 lots inc. CPI adj.1,407.60
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 2,559.78
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 12,961.20
03/10/2011 Yamada, Gerald:1046 5 lots (less the CPI paid for 2 lots)954.16
11/14/2011 DuPonte, Douglas & Joseph/Hakalau Farms:860 12 lots 2,328.29
02/09/2012 Akiyama, Kevin Ken:10-125 2 lots 485.18
Total South Hilo 30,526.87
18
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
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 7,102.43
08/01/2006 Hanaula Village Partners LLC(frmrly Pro:883 34 units 5,489.30
12/27/2007 Kohala Preserve Con Trst (Surety Kohala):747 6 hotel units 245.22
05/11/2009 Hawaii Island Community Development Corp.:05-28 3 lots 602.94
Total North Kohala 14,536.09
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 2,184.30
10/08/2002 Kaomalo LLC (R. Smart Rev Persl Trst):715 55 Units-Luala'i, Ph I 8,321.50
06/23/2004 Kaomalo LLC (R. Smart Rev Persl Trst):715 44 lots for Holo Holo Ku 6,595.65
11/12/2004 Kaomalo LLC (R. Smart Rev Persl Trst):715 81 lots for Lualai Phase II 12,557.43
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 13,629.22
12/05/2007 Waikoloa Beach Club LLC (Hoffee, John W.)Includes Ck #0732 dated 12/14/07 204.40
Total South Kohala 44,374.54
North Kona
02/20/1997 Stephenson, Howard:789 873.72
03/19/1997 Cherry, James:786 1,019.34
19
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
06/26/1997 Bezona, Norman:785 145.62
10/02/1997 Robinson, Bruce:788 1,019.34
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 4,077.36
06/21/1999 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 27 lots 3,931.74
06/21/1999 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 23 lots 3,349.26
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 3,640.50
11/04/1999 Carlson Realty Co.:830 582.48
02/09/2000 Moody, Lyle:829 291.24
02/28/2000 Paul, James:787 582.48
03/06/2000 Cardin, James:908 728.10
03/30/2000 Nackowski, Robert:887 1,164.96
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 4,951.08
11/06/2000 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 20 Lots 2,912.40
12/29/2000 Ruis, Antone:790 1,019.34
01/16/2001 Dungate, Peter:920 13 units 1,893.06
06/19/2001 Knapp, Gregory:816 2 lots 291.24
10/11/2001 Harry Foster Irrevocable Trust:859 13 lots 1,893.06
02/14/2002 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 39 Lots 5,900.70
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 5,749.40
12/04/2002 Maniniowali Equity Company LLC:940 140 units 20,386.80
01/31/2003 Kamehameha Investment Corp:964 316.86
01/31/2003 Kamehameha Investment Corp1:959 1,584.30
01/31/2003 Kamehameha Investment Corp:947 33 lots 4,805.46
03/21/2003 Windward Enterprises, Inc.:897 582.48
20
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
05/08/2003 Windward Enterprises, Inc.:897 51.24
06/26/2003 Kona Hwn Vac Ownership (Towne Dev.):436 158 units 16,357.74
08/14/2003 Exchange Property Corporation:853 1,019.34
04/23/2004 Gomes Family Limited Partnership:993 15 Lots 2,376.45
05/13/2004 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 15 lots 2,325.41
05/20/2004 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 45 lots 6,976.35
07/16/2004 Rinkenbach, Keven & Patricia:944 8 Lots 1,164.96
08/17/2004 Hualalai Development Company (frmrly Kaup:926 11 Lots 1,639.11
08/30/2004 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 30 lots 4,650.90
09/16/2004 Young, Dennis:1003 Solid Waste 10 lots 1,584.30
10/05/2004 Hualalai Development Company (frmrly Kaup:926 80 Lots 11,920.80
11/12/2004 International Development Projects. Ltd.:801 4 lots 626.64
01/05/2005 Sunstone Realty Partners X LLC:996 117 Units 12,639.51
02/08/2005 Kona Scenic Land, Inc.:854 20 lots 3,047.83
02/10/2005 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 23 lots 3,565.69
04/29/2005 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 22 Lots for Solid Waste only 3,523.30
07/07/2005 Uluwehi Properties, LLC:1036 20 lots 3,810.80
07/28/2005 David DeLuz Sr Enterprises:982 35 lots 5,545.05
08/04/2005 Hualalai Development Company (frmrly Kaup:926 21 lots 3,232.74
09/19/2005 Star Market, Ltd:895 2 lots 311.16
10/28/2005 Gannon, James P.:834 7 lots 1,121.05
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 2,693.31
06/02/2006 Ken World, Inc.:832 11 sf lots 1,761.65
07/06/2006 Big Island Country Club Estates (Spear):767 106 lots 17,761.36
12/26/2006 Bart Cahoon Trust:989 7 lots 1,109.01
01/31/2007 Hualalai Development Company (frmrly Kaup:926 31 SF units 4,952.56
03/30/2007 Hualalai Vistas LLC:1026 45 lots 8,574.30
03/28/2008 KPC Villages LLC:04-33 15 lots 2,055.60
07/11/2011 Ken World, Inc.:832 6 lots 1,159.60
Total North Kona 207,189.24
21
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
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 2,577.48
North and South Kona
09/17/1999 Oceanside 1250:765 & 812 261 units 38,006.82
11/14/2000 Oceanside 1250:765 & 812 98 lots 14,270.76
Total North and South Kona 52,277.58
Total Solid Waste 352,672.38
CAPITAL PROJECTS FUND - OTHER
Total Capital Projects Fund - Other 0.46
TOTAL CAPITAL PROJECTS FUND 9,017,740.11
22
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
PARK DEDICATION FUND
11/19/1975 Baba, Hiroshi:249 $250 x 5 lots 1,250.00
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 21,875.00
03/01/1977 Nii, Katsumi:246 $250 x 40 lots Alokele Subdivision 10,000.00
04/26/1977 Baba, Hiroshi:249 $250 x 4 lots 1,000.00
09/22/1977 Eugene Kennedy Investment:227 8,250.00
04/05/1978 Kona Coast Corporation:265 1,750.00
07/31/1978 Lum, Yet Kong:247 Increments I and II - 15 lots 3,750.00
06/27/1979 Kuulei Associates:237 Kuulei Subdivision Unit II 52 lots 13,125.00
01/16/1981 Shigeoka/Yamanaka:217 10 lots 2,500.00
09/03/1986 Kamuela Development Corp:248 25,000.00
Total Park Dedication Fund 89,000.00
23
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name 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 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
payment to non-County for Waimea skatebd
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
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
24
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
Police
05/05/2004 Hale Wailani Partners/Nansay Hawaii:759 49 Lots 421,680.00
Total Police 421,680.00
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
25
Table 1: Total Contributions, Cash and In Lieu
Through June 30, 2012
Date Name Memo Amount
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
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
26
Table 2: Fair Share Appropriations
Through June 30, 2012
Ordinance
Effective
Date Account Name and Memos Judicial District Amount
Fire
Ord 05-87 07/01/2005 Kalaoa Fire Station North Kona 200,000.00
Ord 10-60 07/01/2010 Paauilo Volunteer Garage Hamakua 1,900.00
Ord 11-60 07/01/2011 Lifegaurd Towers/ Stands Upgrades South Kohala 50,000.00
Total Fire 251,900.00
Parks
Ord 95-104 08/23/1995 Kailua Park Equipment North Kona 50,000.00
Ord 95-114 09/26/1995 District 8 Park Improvements North Kona 50,907.31
Ord 96-95 09/01/1996 Kahaluu Park Improvements North Kona 10,000.00
Ord 04-70 01/01/2004 Pualani Estates Park ($100,000 originally appropriated, lapsed 6/30/06)North Kona 0.00
Ord 04-17 02/11/2004 Hooko Street Park (Waikoloa)North Kohala 102,300.00
Ord 04-75 07/01/2004 Reed's Bay Beach Park South Hilo 18,000.00
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 07/14/2006 Kailua Park Master Plan ($700,000 originally appropriated, lapsed 6/30/09)North Kona 0.00
Ord 06-80 07/14/2006 Alii Kai Subdivision Park ($500,000 originally appropriated, $335,000 lapsed 6/30/09)North Kona 165,000.00
Ord 06-80 07/14/2006 Pualani Playground ($200,000 originally appropriated, $100,000 lapsed 6/30/09)North Kona 100,000.00
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 249,495.69
Ord 07-62 04/17/2007 Kamehameha Park Comfort Station additional North Kohala 130,000.00
Ord 07-83 07/01/2007 Alii Kai Subdivision Park ($335,000 originally appropriated, $317,900 lapsed 6/30/10)North Kona 17,100.00
Ord 08-79 07/01/2008 Alii Kai Subdivision Park ($822,000 orginally appropriated, lapsed 6/30/11)North Kona 0.00
Ord 11-60 07/01/2011 Alii Kai Subdivision New Park Development North Kona 1,000,000.00
Ord 11-60 07/01/2011 Mooheau Bandstand and Related Park Improvements South Hilo 40,000.00
Ord 11-60 07/01/2011 Kaipalaoa Landing Park Amenities and Improvements South Hilo 40,000.00
Ord 11-60 07/01/2011 Kalakaua Park Revitalization Improvements South Hilo 39,000.00
Ord 11-60 07/01/2011 Kona Dog Park (Kealakehe Regional Park)North Kona 30,000.00
Ord 11-60 07/01/2011 Banyan's Beach Park North Kona 250,000.00
Ord 12-95 06/27/2012 Makaeo Skateboard Park North Kona 35,000.00
Total Parks 2,326,803.00
27
Table 2: Fair Share Appropriations
Through June 30, 2012
Ordinance
Effective
Date Account Name and Memos Judicial District Amount
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
Roads
Ord 90-118 09/26/1990 Alii Highway Planning North Kona 158,000.00
Ord 94-92 09/02/1994 Mamalahoa/Kaloko intersection Kaloko Mauka Roads 0.00
Ord 94-92 09/02/1994 Napoopoo/ Mamalahoa Impr ($161,250.00 orig. appr., $109,993.47 lapsed 9/2/94)South Kona 51,256.53
Ord 05-171 12/27/2005 Kauhale connection ($500,000 originally appropriated, $377,957.68 lapsed 6/30/08)North Kona 122,042.32
Ord 08-60 05/08/2008 Mamalahoa Bypass ($500,000 originally appropriated, $242,134.92 lapsed 6/30/10)North Kona 257,865.08
Ord 08-79 07/01/2008 North Kona Connector Roads ($378,000 originally appropriated, lapsed 6/30/11)North Kona 0.00
Ord 10-80 09/27/2010 Mamalahoa Bypass Mitigation North Kona 243,000.00
Ord 11-60 07/01/2011 Kaiminani Drive Roadway Improvements, Phase 1 North Kona 1,250,000.00
Ord 11-60 07/01/2011 Parking Facilities, Amenities, & Related Improvements in Downtown Hilo South Hilo 100,000.00
Ord 11-60 07/01/2011 Downtown Hilo Accessibility & Mobility Improvements (Complete Streets)South Hilo 100,000.00
Ord 11-60 07/01/2011 Royal Poinciana Sidewalks and Drainage North Kona 100,000.00
Ord 11-60 07/01/2011 Alii Drive Off Street Parking North Kona 210,000.00
Ord 11-60 07/01/2011 North Kona Connector Roads North Kona 378,000.00
Ord 11-126 12/06/2011 Traffic Calming Improvements (District 9)South Kohala 46,780.00
Total Roads 3,016,943.93
Solid Waste
Ord 11-23 02/23/2011 Kailua Recycling and Transfer Station North and South Kona 52,277.58
Ord 11-23 02/23/2011 Kailua Recycling and Transfer Station North Kona 197,722.42
Total Solid Waste 250,000.00
Total Fair Share Funds Appropriated (that have been expended or have not lapsed)5,845,646.93
28
Table 3: Fair Share Capital Funds Available
As of June 30, 2012
Fire Parks Police Solid Waste Roads
Hamakua
Total Cash Contributions thru 6/30/12 1,995.66 20,945.10 1,010.40 873.72 0.00
Total Appropriations thru 6/30/12 1,900.00 0.00 0.00 0.00 0.00
Total Capital Funds Available as of 6/30/12 95.66 20,945.10 1,010.40 873.72 0.00
Kau
Total Cash Contributions thru 6/30/12 0.00 0.00 0.00 0.00 0.00
Total Appropriations thru 6/30/12 0.00 0.00 0.00 0.00 0.00
Total Capital Funds Available as of 6/30/12 0.00 0.00 0.00 0.00 0.00
North Hilo
Total Cash Contributions thru 6/30/12 723.76 7,596.08 366.44 316.86 0.00
Total Appropriations thru 6/30/12 0.00 0.00 0.00 0.00 0.00
Total Capital Funds Available as of 6/30/12 723.76 7,596.08 366.44 316.86 0.00
North Kohala
Total Cash Contributions thru 6/30/12 33,142.92 522,528.57 16,526.65 14,536.09 337,977.54
Total Appropriations thru 6/30/12 0.00 481,795.69 *0.00 0.00 0.00
Total Capital Funds Available as of 6/30/12 33,142.92 40,732.88 16,526.65 14,536.09 337,977.54
North Kona Kaloko Mauka
Roads Hualalai Roads
Total Cash Contributions thru 6/30/12 431,324.34 2,405,366.18 226,308.08 207,189.24 2,098,939.22 578,764.24 300,000.00
Total Appropriations thru 6/30/12 200,000.00 1,708,007.31 0.00 197,722.42 2,718,907.40 *0.00 0.00
Total Capital Funds Available as of 6/30/12 231,324.34 697,358.87 226,308.08 9,466.82 -619,968.18 578,764.24 300,000.00
North & South Kona
Total Cash Contributions thru 6/30/12 119,406.99 78,215.15 60,455.60 52,277.58 0.00
Total Appropriations thru 6/30/12 0.00 0.00 0.00 52,277.58 0.00
Total Capital Funds Available as of 6/30/12 119,406.99 78,215.15 60,455.60 0.00 0.00
Puna
Total Cash Contributions thru 6/30/12 0.00 0.00 0.00 0.00 0.00
Total Appropriations thru 6/30/12 0.00 0.00 0.00 0.00 0.00
Total Capital Funds Available as of 6/30/12 0.00 0.00 0.00 0.00 0.00
Earmarked Road Projects
* 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).
* Ord 11-60 appropriated more funds than had been contributed. Allotments in excess of available funds will not be approved.
29
Table 3: Fair Share Capital Funds Available
As of June 30, 2012
Fire Parks Police Solid Waste Roads Earmarked Road Projects
South Kona
Total Cash Contributions thru 6/30/12 5,887.20 61,788.00 2,980.68 2,577.48 216,149.76
Total Appropriations thru 6/30/12 0.00 0.00 0.00 0.00 51,256.53
Total Capital Funds Available as of 6/30/12 5,887.20 61,788.00 2,980.68 2,577.48 164,893.23
South Kohala
Total Cash Contributions thru 6/30/12 101,306.42 70,016.33 51,079.71 44,374.54 46,780.11
Total Appropriations thru 6/30/12 50,000.00 0.00 0.00 0.00 46,780.00
Total Capital Funds Available as of 6/30/12 51,306.42 70,016.33 51,079.71 44,374.54 0.11
South Hilo Lanikaula/Kilauea
Road Widening
Total Cash Contributions thru 6/30/12 69,599.84 492,507.50 33,966.34 30,526.87 241,412.46 30,000.00
Total Appropriations thru 6/30/12 0.00 137,000.00 0.00 0.00 200,000.00 0.00
Total Capital Funds Available as of 6/30/12 69,599.84 355,507.50 33,966.34 30,526.87 41,412.46 30,000.00
30