The URL can be used to link to this page

Home My WebLink About2013-2014 FAIR SHARE ANNUAL REPORTWilliam P. Kenoi Mayor West Hawai'i Office 74-5044 Ane Keohokalole HW) Kailua-Kona, Hawai'i 96740 Phone (808) 323-4770 Fax (808) 327-3563 January 27, 2015 County of Hawai 'i PLANNING DEPARTMENT Honorable Dru Kanuha, Chair & Presiding Officer and Members of the County Council County of Hawai 'i 25 Aupuni Street Hilo, HI 96720 Dear Chair Kanuha and Members of the County Council: SUBJECT: FAIR SHARE ANNUAL REPORT AS OF JUNE 30, 2014 Duane Kanuha Director Bobby Command Deputy Director East Hawai'i Office I 0 I Pauahi Street. Suite 3 Hilo, Hawai'i 96720 Phone (808) 96 l-8288 Fax (808) 961-8742 Transmitted herewith, please find an original and 10 copies of the Fair Share Annual Report as of June 30, 2014. 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.l(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 contact Ron Whitmore or Bethany Morrison in my department. Sincerely, Planning Director RW:cs P:\wpwin60\Fair Share\Aru1ual Reports\2013-2014 Annual Report\20 13-20 14 Fair Share AR Cover.doc www cohplanningdept.com Hawai 'i County is an Equal Opportunity Pruvider and Employer planning@CQ.hawaij .hi. us Honorable Dru Kanuha, Chair & Presiding Officer and Members of the County Council County of Hawaii January 27, 2015 Page2 Enclosure: cc with report: Fair Share Annual Report as of 6-30-14 Mayor's Office Finance Department Department of Public Works Department of Environmental Management Department of Parks & Recreation Fire Department Police Department Planning Commission Division Long Range Division FAIR SHARE ANNUAL REPORT As OF JUNE 30, 2014 January 27, 2015 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 2013-2014 (June 30, 2014). 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, 2014, a total of $10,108,661.91 in cash contributions had been made, not including the park dedication fund. In that same period, there were $4,560,246.11 in net appropriations. This left a Fair Share fund balance totaling $5,548,415.80. 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, 2014. Note: There has been no change in the Park Dedication Fund, the balance of which is $89,000. See past Fair Share reports for account details. This page is intentionally left blank. 2 Table 1: Contributions, Appropriations, and Capital Funds Available As of June 30, 2014 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 6/30/14 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 6/30/14 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 Total Lapses Thru 6/30/14 1,900.00 0.00 0.00 0.00 0.00 Total Capital Funds Available: Hamakua 1,995.66 945.10 1,010.40 873.72 0.00 Ka'u Fire Parks Police Solid Waste Roads Cash Contributions Total Cash Contributions Thru 6/30/14 0.00 0.00 0.00 0.00 0.00 Appropriations Total Appropriations Thru 6/30/14 0.00 0.00 0.00 0.00 0.00 Total Capital Funds Available: Ka'u 0.00 0.00 0.00 0.00 0.00 North Hilo Fire Parks Police Solid Waste Roads Cash Contributions Nobriga, Karl:1000 (9/20/2010) 723.76 7,596.08 366.44 316.86 0.00 Total Cash Contributions Thru 6/30/14 723.76 7,596.08 366.44 316.86 0.00 Appropriations Total Appropriations Thru 6/30/14 0.00 0.00 0.00 0.00 0.00 Total Capital Funds Available: North Hilo 723.76 7,596.08 366.44 316.86 0.00 North Kohala Fire Parks Police Solid Waste Roads Cash Contributions Karpovich, Robert:823 (10/21/96) 332.61 3,490.85 168.40 145.62 3, 101.68 Messmer, Peter:958 (9/16/03) 2, 171.28 22,788.24 1,099.32 950.58 20,247.78 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710 (3/7/05) 16,222.47 102,300.00 8,213.53 7,102.43 151,280.16 Hanaula Village Partners LLC:883 (8/1/06) 12,537.84 5,489.30 116,920.22 Kohala Preserve Con Trst (Surety Kohala):747 (12/7/07) 501.54 379,495.69 6,348.14 245.22 33,585.24 Hawaii Island CDC:05-28 (5/11/09) 1,377.18 14,453.79 697.26 602.94 12,842.46 EWM Investments LLC: 10-123 (11/22/2013) 4,986.81 52,337.97 2,524.77 2,183.31 0.00 Total Cash Contributions Thru 6/30/14 38,129.73 574,866.54 19,051.42 16,719.40 337,977.54 3 Table 1: Contributions, Appropriations, and Capital Funds Available As of June 30, 2014 North Kohala (continued) Fire Parks Police Solid Waste Roads Appropriations Hooko Street Park (Waikoloa):04-17 (2/11/04) 102,300.00 Waimea Park:07-14 (2/21/07) 149,000.00 Kamehameha Park Comfort Station:07-15 (2/21/07) 250,000.00 Kamehameha Park Comfort Station add'l:07-62 (4/17/07) 130,000.00 Total Appropriations Thru 6/30/14 0.00 631 ,300.00 0.00 0.00 0.00 Lapsed Appropriations Waimea Park:07-14 (lapsed 6/30/09) 149,000.00 Kamehameha Park Comfort Station:07-15 (lapsed 6/30/09) 504.31 Total Lapses Thru 6/30/14 0.00 149,504.31 0.00 0.00 0.00 Total Capital Funds Available: North Kohala 38,129.73 93,070.85 19,051.42 16,719.40 337,977.54 North Kena Fire Parks Police Solid Waste Roads Cash Contributions Towne Realty, lnc./Towne Dev of Hawaii:450 & 849 (6/1/90) 158,000.00 Hoffman, Chase:543 (11/25/98) Planning Director (Elizabetth McCormick) (8/30/90) Kveen, Henry:532 (12/2/91) Sampson LLC (Hualalai Properties, lnc):709 & 524 (4/18/94) 50,907.31 Mudd, Ritchie:725 (8/30/94) Maryl Development:748 (2/8/95) 50,000.00 Ohia Development Corporation:639 (2/26/95) Keauhou Sunset Corp (Luri Corp):633 (8/7/95) 10,000.00 Hawaii Island CDC.:Hualalai Elderly (1/1/97) Stephenson, Howard:789 (2/20/1997) 1,995.66 20,945.10 1,010.40 873.72 Cherry, James:786 (3/19/1997) 2,328.27 24,435.95 1, 178.80 1,019.34 Bezona, Norman:785 (6/26/1997) 332.61 3,490.85 168.40 145.62 Robinson, Bruce:788 (10/2/1997) 2,328.27 24,435.95 1, 178.80 1,019.34 Beall, Alan:815 (10/15/1997) 665.22 6,981.70 336.80 291.24 Cardin, James:908 (10/15/97) 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 Dungate, Peter:852 (2/9/1998) 1,330.44 13,963.40 673.60 582.48 Maryl Development:748 (3/16/98) 50,000.00 Mascari, Leonard:828 (11/10/1998) 665.22 6,981.70 336.80 291.24 Towne Realty, lnc./Towne Dev of Hawaii:450 & 849 (6/21/1999) 9,313.08 4,715.20 4,077.36 Towne Realty, lnc./Towne Dev of Hawaii:450 & 849 (6/21/1999) 8,980.47 4,546.80 3,931.74 Towne Realty, lnc./Towne Dev of Hawaii:450 & 849 (6/21/1999) 7,650.03 3,873.20 3,349.26 Harry Foster Irrevocable Trust:859 (6/30/1999) 1,968.66 20,945.10 1,010.40 900.90 Towne Realty, lnc./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 Moody, Lyle:829 (2/9/2000) 665.22 6,981.70 336.80 291.24 4 Kaloko Mauka Hualalai Roads Roads 12,000.00 24,000.00 12,000.00 21,000.00 21,000.00 200,000.00 18,610.08 21,711.76 1,601.68 21,711.74 6,203.36 15,508.40 12,406.72 6,203.36 12,406.72 6,203.36 Table 1: Contributions, Appropriations, and Capital Funds Available As of June 30, 2014 North Kena (Cash Contributions -continued) Fire Parks Police Solid Waste Roads Paul, James:787 (2/23/2000) 1,330.44 13,963.40 673.60 Paul, James:787 (2/28/2000) 582.48 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, lnc./Towne Dev of Hawaii:450 & 849 (11/6/2000) 11,308.74 5,725.60 4,951.08 Towne Realty, lnc./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 Dung ate, 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 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) Towne Realty, lnc./Towne Dev of Hawaii:450 & 849 (2/14/2002) 13,477.60 6,823.80 5,900.70 Rinkenbach, Keven & Patricia:944 (3/11/2002) 1,995.66 20,945.10 1,010.40 873.72 Towne Realty, lnc./Towne Dev of Hawaii:450 & 849 (8/14/2002) 13, 132.04 6,648.86 5,749.40 King, Roy E.:991 (11/25/02) 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, lnc.:897 (3/21/2003) 1,330.44 13,963.40 673.60 582.48 Windward Enterprises, lnc.:897 (5/8/2003) 117.08 1,228.76 59.28 51.24 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 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, lnc./Towne Dev of Hawaii:450 & 849 (5/13/2004) 5,311.45 2,689.18 2,325.41 Towne Realty, lnc./Towne Dev of Hawaii:450 & 849 (5/20/2004) 15,934.50 8,067.60 6,976.35 Rinkenbach, Keven & Patricia:944 (7/16/2004) 2,660.88 27,926.80 1,347.20 1, 164.96 Hualalai Development Company (frmrly Kaup:926 (8/17/2004) 3,743.96 39,294.09 1,895.52 1,639.11 34,913.45 Towne Realty, lnc./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) 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, lnc.:854 (2/8/2005) 6,961.53 73,063.49 3,524.61 3,047.83 Towne Realty, lnc./Towne Dev of Hawaii:450 & 849 (2/10/2005) 8,144.30 4, 123.44 3,565.69 Towne Realty, lnc./Towne Dev of Hawaii:450 & 849 (4/4/2005) 203,621.54 5 Kaloko Mauka Hualalai Roads Roads 11,541.40 865.32 21,711.76 6,203.36 7,239.16 55,133.40 12,406.72 1,091.80 21,711.76 37,888.00 Table 1: Contributions, Appropriations, and Capital Funds Available As of June 30, 2014 North Kena (Cash Contributions -continued) Fire Parks Police Solid Waste Roads Towne Realty, lnc.!Towne Dev of Hawaii:450 & 849 (4/29/2005) 8,047.82 4,074.62 3,523.30 Knierim, Phil:1056 (5/12/05) 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) 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 Easley, Taylor:1031 (10/25/05) 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) Gannon, James P.:834 (1/10/2006) 2,000.00 Towne Realty, lnc.!Towne Dev of Hawaii:450 & 849 (2/2/2006) 2,194.86 1, 111.26 960.90 Nani Kana 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, lnc.: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) Kam Center Specialty Corp:980 (9/5/06) 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) Hawaii Island CDC.:Hualalai Elderly (1/1/07) Hualalai Development Company (frmrly Kaup):926 (1/31/2007) 11,312.21 118,724.11 5,727.25 4,952.56 105,488.35 Hualalai Vistas LLC:1026 (3/30/2007) 19,584.00 205,542.90 9,915.30 8,574.30 KPC Villages LLC:04-33 (3/30/2007) 4,611.90 Kana Hwn Vac Ownership (Towne Dev.):436 (4/4/07) 100,000.00 Shockley, Thomas:06-33 (1/28/08) 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) Gesling, Scott:05-24 (12/5/08) Patterrson, David&Susan (aka Totah, John):05-21 (10/4/10) Yim, Lerrol & Andrea:05-8 (1/4/11) Ken World, lnc.:832 (7/11/2011) 2,648.64 27,798.37 1,341.00 1,159.60 24,699.30 Kana Country Club, Inc.: 09-98 (8/23/12) 15,331.14 160,905.34 7,762.14 6,712.05 142,967.10 Kana Hwn Vac Ownership (Towne Dev.):436 (7/19/13) 435,188.88 Kana 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 Total Cash Contributions Thru 6/30/14 452,178.72 2,624,247.20 236,866.58 216,319.41 2, 728,600.40 6 Kaloko Mauka Hualalai Roads Roads 47,360.00 9,472.00 6,627.68 18,944.00 9,472.00 9,472.00 763.50 28,416.00 100,000.00 9,921.20 14,986.80 14,986.80 9,991.20 9,991.20 578,764.24 300,000.00 Table 1: Contributions, Appropriations, and Capital Funds Available As of June 30, 2014 North Kena (continued) Fire Parks Police Solid Waste Roads Appropriations Alii Highway Planning:90-118 (9/26/90) 158,000.00 Mamalahoa/Kaloko intersection:94-92 (9/2/94) Kailua Park Equipment:95-104 (8/23/95) 50,000.00 District 8 Park lmprovements:95-114 (9/26/95) 50,907.31 Kahaluu Park lmprovements:96-95 (9/1/96) 10,000.00 Kalaoa Police Substation:03-90 (7/1/03) 50,000.00 Pualani Estates Park:04-70 (1/1/04) 100,000.00 Alii Kai Subdivision Park:05-87 (7/1/05) 822,000.00 Kalaoa Fire Station:05-87 (7/1/05) 200,000.00 Kauhale connection:05-171 (12/27 /05) 500,000.00 Kailua Park Master Plan:06-80 (7/14/06) 700,000.00 Alii Kai Subdivision Park:06-80 (7/14/06) 500,000.00 Pualani Playground:06-80 (7/14/06) 200,000.00 Uluwehi Properties, LLC:1036 REFUND (11/30/2006) 26,607.02 Alii Kai Subdivision Park:07-83 (7/1/07) 335,000.00 Mamalahoa Bypass:08-60 (5/8/08) 500,000.00 Alii Kai Subdivision Park:08-79 (7/1/08) 822,000.00 North Kana Connector Roads:08-79 (7/1/08) 378,000.00 Mamalahoa Bypass Mitigation:10-80 (9/27/10) 243,000.00 Kailua Recycling and Transfer Station:11-23 (2/23/11) 197,722.42 Alii Kai Subdivision New Park Development:11-60 (7/1/11) 1,000,000.00 Kana 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 Kana 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 Kana Emerg. Shelter & Multi-purpose Event Center:13-36 (3/27/13) 154,264.00 Total Appropriations Thru 6/30/14 200,000.00 5, 763, 171 .31 50,000.00 197,722.42 3,743,607.02 Lapsed Appropriations Mamalahoa/Kaloko intersection:94-92 (6/30/97) 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 7 Kaloko Mauka Hualalai Roads Roads 48,000.00 48,000.00 0.00 48,000.00 Table 1: Contributions, Appropriations, and Capital Funds Available As of June 30, 2014 North Kena (Lapsed Appropriations -continued) Fire Parks Police Solid Waste Roads 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 Kana 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 Kana 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 Kana 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 Total Lapses Thru 6/30/14 11,348.34 4,487, 754.21 50,000.00 0.00 1,929,092.60 Total Capital Funds Available: North Kena 263,527.06 1,348,830.10 236,866.58 18,596.99 914,085.98 North & South Kena Fire Parks Police Solid Waste Roads Cash Contributions Oceanside 1250:765 & 812 (9/17/99) 86,811.21 43,952.40 38,006.82 Oceanside 1250:765 & 812 (11/14/00) 32,595.78 78,215.15 16,503.20 14,270.76 Total Cash Contributions Thru 6/30/14 119,406.99 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 Kana Emerg. Shelter & Multi-purpose Event Center:13-36 (3/27/13) 215.00 Total Appropriations Thru 6/30/14 0.00 78,215.00 0.00 52,277.58 0.00 Lapsed Appropriations Total Lapses Thru 6/30/14 0.00 0.00 0.00 0.00 0.00 Total Capital Funds Available: North & South Kena 119,406.99 0.15 60,455.60 0.00 0.00 Puna Fire Parks Police Solid Waste Roads Cash Contributions Total Cash Contributions Thru 6/30/14 0.00 0.00 0.00 0.00 0.00 Appropriations Total Appropriations Thru 6/30/14 0.00 0.00 0.00 0.00 0.00 Total Capital Funds Available: Puna 0.00 0.00 0.00 0.00 0.00 8 Kaloko Mauka Hualalai Roads Roads 48,000.00 0.00 578,764.24 300,000.00 Table 1: Contributions, Appropriations, and Capital Funds Available As of June 30, 2014 South Kena 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, lnc.: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 6/30/14 5,887.20 61,788.00 2,980.68 2,577.48 216,149.76 Appropriations Napoopoo/ Mamalahoa lmpr:94-92 (9/2/94) 161,250.00 Napoopoo Park lmprovements:12-87 (7/1/12) 25,000.00 Kona Emerg. Shelter & Multi-purpose Event Center:13-36 (3/27/13) 36,788.00 Total Appropriations Thru 6/30/14 0.00 61 ,788.00 0.00 0.00 161,250.00 Lapsed Appropriations Napoopoo/ Mamalahoa lmpr:94-92 (lapsed 6/30/97) 109,993.47 Total Lapses Thru 6/30/14 0.00 0.00 0.00 0.00 109,993.47 Total Capital Funds Available: South Kena 5,887.20 0.00 2,980.68 2,577.48 164,893.23 South Kohala Fire Parks Police Solid Waste Roads Cash Contributions Kamuela Farms:842 (1/6/98) 665.22 6,981.70 336.80 291.24 6,203.36 Stevens, Lawrence:845 (2/27/98) 332.61 168.40 145.62 3, 101.68 Bergin, William:924 (6/8/00) 332.61 3,490.85 168.40 145.62 3, 101.68 Bergin, William:924 (10/12/00) 332.61 3,490.85 168.40 145.62 3, 101.68 Parker Ranch, lnc.:907 (1/25/01) 4,989.15 52,362.75 2,526.00 2,184.30 Kaomalo LLC (R. Smart Rev Persl Trst):715 (10/8/02) 19,006.90 9,623.35 8,321.50 Kaomalo LLC (R. Smart Rev Persl Trst):715 (6/23/04) 15,065.10 7,627.44 6,595.65 Kaomalo LLC (R. Smart Rev Persl Trst):715 (11/12/04) 28,682.10 14,521.68 12,557.43 Bergin, William:924 (10/26/05) 351.60 3,690.18 178.02 153.94 3,278.79 Kaomalo LLC (R. Smart Rev Persl Trst):715 (3/21/07) 31, 130.48 15,761.22 13,629.22 Waikoloa Beach Club LLC (Hoffee, John W.):851 (12/5/07) 418.04 204.40 27,992.92 Total Cash Contributions Thru 6/30/14 101,306.42 70,016.33 51,079.71 44,374.54 46,780.11 Appropriations Lifeguard Towers/ Stands Upgrades:11-60 (7/1/11) 50,000.00 Traffic Calming Improvements (District 9): 11-126 (12/6/11) 46,780.00 Total Appropriations Thru 6/30/14 50,000.00 0.00 0.00 0.00 46,780.00 Lapsed Appropriations 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 Total Lapses Thru 6/30/14 20,392.29 0.00 0.00 0.00 46,780.00 Total Capital Funds Available: South Kohala 71,698.71 70,016.33 51,079.71 44,374.54 46,780.11 9 Table 1: Contributions, Appropriations, and Capital Funds Available As of June 30, 2014 South Hilo Fire Parks Police Solid Waste Roads Cash Contributions Yoshida/Sugiyama: Use Permit 124 (1/1/95) 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 Hand 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 Du Ponte, 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 Plant-Mason Family Trust:06-37 (9/11/12 & 10/3/12) 4,375.71 45,924.03 2,215.40 1,915.72 5,804.35 Edwin Y. Nagata Trust:09-99 (12/20/12, 12/28/12, & 1/9/13) 1,653.60 17,354.94 837.21 723.96 15,420.18 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 Total Cash Contributions Thru 6/30/14 77,679.08 577,063.17 37,850.78 34,073.01 281,151.12 Appropriations Reed's Bay Beach Park:04-75 (7/1/04) 18,000.00 Mooheau Bandstand and Related Park lmprovements:11-60 (7/1/11) 40,000.00 Kaipalaoa Landing Park Amenities and lmprovements:11-60 (7/1/11) 40,000.00 Kalakaua Park Revitalization Improvements: 11-60 (7 /1 /11) 39,000.00 Parking Facilities & Related lmprvnts in Dtwn Hilo:11-60 (7/1/11) 100,000.00 Downtown Hilo Accessibility & Mobility lmprvnts: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 Total Appropriations Thru 6/30/14 0.00 162,000.00 0.00 0.00 266,000.00 10 Lanlkaula/ Kiiauea Road Widening 30,000.00 30,000.00 0.00 Table 1: Contributions, Appropriations, and Capital Funds Available As of June 30, 2014 South Hilo (continued) Fire Parks Police Solid Waste Roads Lapsed Appropriations Mooheau Bandstand and Related Park lmprovements:11-60 (lapsed 6/30/14) 40,000.00 Kaipalaoa Landing Park Amenities and lmprovements:11-60 (lapsed 6/30/14) 40,000.00 Kalakaua Park Revitalization lmprovements:11-60 (lapsed 6/30/14) 39,000.00 Total Lapses Thru 6/30/14 0.00 119,000.00 0.00 0.00 0.00 Total Capital Funds Available: South Hilo 77,679.08 534,063.17 37,850.78 34,073.01 15,151.12 Totals County Totals Fire Parks Police Solid Waste Roads Total Contributions 10, 108,661.91 797,307.56 4,014, 737.57 409,661.61 367,532.00 3,610,658.93 Total Appropriations 11 ,534,011.33 251,900.00 6,716,474.31 50,000.00 250,000.00 4,217,637.02 Total Lapsed Appropriations 6,973, 765.22 33,640.63 4, 756,258.52 50,000.00 0.00 2,085,866.07 Net Appropriations 4,560,246.11 218,259.37 1,960,215. 79 0.00 250,000.00 2,131,770.95 Total Capital Funds Available 5,548,415.80 579,048.19 2,054,521.78 409,661.61 117,532.00 1,478,887.98 11 Lanlkaula/ Kiiauea Road Widening 0.00 30,000.00 Special Road Earmarks 608,764.24 300,000.00 48,000.00 0.00 48,000.00 0.00 0.00 0.00 608,764.24 300,000.00 Table 2: Total In Lieu Contributions Through June 30, 2014 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 10/25/2001 Waikoloa Beach Club LLC (Hoffee, John W.) Per Director's Ur 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, lnc./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 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 Phase Ill-neighborhood park site 06/06/2012 Kaomalo LLC (R. Smart Rev Persl Trst):715 improvements 321,895.00 Total Parks 8,587,780.09 Police Date Name Memo Amount 05/05/2004 Hale Wailani Partners/Nansay Hawaii:759 49 Lots 421,680.00 Total Police 421,680.00 12 Roads Date 06/1 S/1997 02/09/199S 06/30/1999 12/01/1999 11/24/2000 01/25/2001 05/15/2001 09/21/2001 10/11/2001 12/04/2002 03/21/2003 01/23/2004 05/20/2004 09/20/2004 09/29/2004 10/21/2004 11/12/2004 01/10/2005 04/07/2005 04/19/2006 09/05/2006 11/29/2006 11/29/2006 11/29/2006 03/30/2007 10/1S/2007 02/21/200S 10/27/200S 02/26/2009 Table 2: Total In Lieu Contributions Through June 30, 2014 Name Bezona, Norman:7S5 Dungate, Peter:S52 Harry Foster Irrevocable Trust:S59 Towne Realty, lnc./Towne Dev of Hawaii:450 & S49 Oceanside 1250:765 & S12 Parker Ranch, lnc.:907 Nakahara, Scott:S13 AFK Subdivision Partners:799 Harry Foster Irrevocable Trust:S59 Maniniowali Equity Company LLC:940 Rinkenbach, Keven & Patricia:944 Kaomalo LLC (R. Smart Rev Persl Trst):715 Towne Realty, lnc./Towne Dev of Hawaii:450 & S49 Young, Dennis:1003 Rinkenbach, Keven & Patricia:944 Kana Scenic Land, lnc.:S54 International Development Projects. Ltd.:S01 Sunstone Realty Partners X LLC:996 Towne Realty, lnc./Towne Dev of Hawaii:450 & S49 Gannon, James P.:S34 Kam Center Specialty Corp:9SO DuPonte, Douglas & Joseph/Hakalau Farms:S60 Bart Cahoon Trust:9S9 Nani Kana Aina LLC/Welton, Walter & Susan:1001 Hualalai Vistas LLC: 1026 Hilo One, lnc.:S33 Kaomalo LLC (R. Smart Rev Persl Trst):715 Hale Wailani Partners/Nansay Hawaii:759 Towne Realty, lnc./Towne Dev of Hawaii:450 & S49 13 Memo payment to DPW for Kaloko street light Dedication of Road Lot E (Sub 97-034) 6 lots-dedication of Ke'oke'o St consulting for Alii Hwy 359 units/Mamalahoa By-Pass & Mamalahoa Hwy($9,40S,SOO.OO)-Halekii Intersection ($290,000.00) In lieu for channelization improvements to Mamalahoa Hwy 6 lots, road and traffic improvements Co. future road widening strip 13 lots-dedication of Oneone St 140 units-Queen K intersection 6 lots-dedication of Ke'okeo'o St Kaomalo St & Mamalahoa Hwy intersection improvements Alii Hwy ROW Ahi Ahi St extension ROW S Lots Holoholo/Nana Street Connection COH dedicable roadway 117 lots Alii Drive & Walua Rd Improvements Laaloa Extension-Planning, Engineering, and Environmental Studies 7 Lots Slots Credit for roads for 14 lots 7 lots+ Credit for roads approved by Res 516-06 45 lots Slots inc. CPI adj. Phase 111 connector road credit per revised appraisal of roadway (49 lots) Laaloa Street Extension EA Work Amount 1,500.00 12,406.72 1S,610.0S 100,354.S6 9,69S,SOO.OO 46,525.20 1S,610.0S 4,2SS.OO 40,321.S4 434,235.20 1S,610.0S 200,032.00 352,000.00 550,000.00 24,S13.44 S?,735.00 13,347.15 1,690,029.00 120,500.00 16,500.00 57,149.?S 144,0SO.OS 26,500.00 455,515.70 1,322,276.00 4S,64S.OO 4,507,000.00 52,500.00 63,900.00 Roads (cont) Total Roads Table 2: Total In Lieu Contributions Through June 30, 2014 Date Name 09/20/2010 Nobriga, Karl:1000 11 /14/2011 Du Ponte, Douglas & Joseph/Hakalau Farms:860 02/09/2012 Akiyama, Kevin Ken:10-125 03/20/2012 Plant-Mason Family Trust:06-37 Memo credit for water system cost-2 lots credit for roads per Res 518-06 road widening dedication road improvements to Wainaku Road and Kulana Kea intersection TOTAL IN LIEU CREDITS 14 Amount 6,749.26 49,592.14 1,551.00 35,000.00 20,219,680.61 30,578,652.69