HomeMy WebLinkAbout2014-2015 FAIR SHARE ANNUAL REPORTWilliam P. Kenoi Duane Kanuha
Mayor Director
Bobby Command
Deputy Director
West Hawai'i Office . East Hawai'i Office ·
74-5044 Ane Keohokalole Hwy 10l Pauahi Street, Suite 3
Kailua-Kona, Hawai'i .96740 Hilo, Hawai'i 96720County of Hawai'i
Phone(808)~23-4770 Phone{808) 961-8288
Fax (808) 327-3563 PLANNING DEPARTMENT Fax (808)961-8742
January 6, 2016
Honorable Dru Kanuha, Chair & Presiding Officer
and Members ofthe County Council
County ofHawai'i
25 Aupuni Street
Hilo, HI 96720
Dear Chair Kanuha and Members ofthe County Council:
SUBJECT: FAIR SHARE ANNUAL REPORT AS OF JUNE 30, 2015
Transmitted herewith, please find an original and 10 copies of the Fair Share Annual Report as
ofJune 30, 2015.
The primary intent ofthis 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 April Surprenant or Bethany Morrison in my
department.
Sincerely,
ANE~
Planning Director
BJM:klt
P:\wpwin60\Fair Share\Annual Report~\2013-2014 Annual Rep01t\2013-2014 Fair Share AR Cover.doc
JAN 0 7 ZOr6
www.cohplannjngdept.com Hawai 'i County is an Equal Opport1111ity Provider and Employer planning@co.hawnii.hi.us
Honorable Dru Kanuha, Chair & Presiding Officer
and Members ofthe County Council
Page2
January 6, 2016
Enclosure:
cc with report:
Fair Share Annual Report as of6-30-15
Mayor's Office
Finance Department
Department ofPublic Works
Department ofEnvironmental Management
Department ofParks & Recreation
Fire Department
Police Department
Planning Commission Division
Long Range Division
FAIR SHARE ANNUAL REPORT
AS OF JUNE 30, 2015
January 6, 2016
Submitted to: Hawai 'i County Council
Submitted by: Planning Department
Pursuant to: Hawai 'i County Code §2-162.1
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Fair Share Contributions: As a condition of an ordinance amending the Zoning Code, the County Council may require applicants to
make a Fair Share contribution to mitigate the potential regional impacts of the development with respect to parks and recreation, fire,
police, solid waste disposal facilities, and roads. The value of the contributions is based on the cost of public facilities per developed
unit, and the County Council determines whether the Fair Share contribution is made as cash, land, facilities, or any combination
thereof. The Fair Share contribution is typically due and payable prior to the receipt of Final Subdivision or Plan Approval and is
based on the actual number of units developed.
Fair Share Appropriations: All projects using Fair Share funds must be appropriated by the County Council, with the appropriation
identifying Fair Share as the funding source for all or a portion of the total project costs. An appropriation for a capital expenditure
that is not encumbered lapses at the end of two fiscal years following the fiscal year that the appropriation was made.
Fair Share expenditures must have a "rational nexus" to the impact caused by the development. "Rational nexus" means the
expenditure must benefit the fee-paying development and be directly related to the impact caused by the fee-paying development.
Moreover, the expenditure should not duplicate the services paid by the development through other means such as property taxes. An
eligible project for Fair Share, therefore, should meet the following criteria:
• Capital improvement (not services that are funded by property taxes as part of the County operational budget);
• New construction (not major repairs or renovations that correct existing deficiencies);
• Located in the judicial district in which the Fair Share was collected (to benefit the fee-paying development);
• Regional benefit (not limited to a single neighborhood or community).
Fair Share Annual Report: Pursuant to Hawai' i County Code section 2-162.1, this report summarizes Fair Share contributions,
appropriations, and total capital funds available as of the end of FY 2014-2015 (June 30, 2015).
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, 2015, a total of $10,545,949.65 in cash contributions had been made, not including the park
dedication fund. In that same period, there were $4,865,304.11 in net appropriations. This left a Fair Share fund balance totaling
$5,680,645.54.
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, 2015.
Note: There has been no change in the Park Dedication Fund, the balance of which is $89,000. See past Fair Share reports for account
details.
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2
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2015
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 6/30/15 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 6/30/15 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 6/30/15 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 6/30/15 0.00 0.00 0.00 0.00 0.00
Appropriations
Total Appropriations Thru 6/30/15 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 6/30/15 723.76 7,596.08 366.44 316.86 0.00
Appropriations
Total Appropriations Thru 6/30/15 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 6/30/15 38,129.73 574,866.54 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'l:07-62 (4/17/07) 130,000.00
3
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2015
Total Appropriations Thru 6/30/15 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 6/30/15 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 Kona Fire Parks Police Solid Waste Roads
Kaloko Mauka
Roads
Hualalai
Roads
Cash Contributions
Towne Realty, lnc./Towne Dev of Hawaii:450 & 849 (6/1/90) 158,000.00
Hoffman, Chase:543 (11/25/98) 12,000.00
Planning Director (Elizabetth McCormick) (8/30/90) 24,000.00
Kveen, Henry:532 (12/2/91) 12,000.00
Sampson LLC (Hualalai Properties, lnc):709 & 524 (4/18/94) 50,907.31
Mudd, Ritchie:725 (8/30/94) 21,000.00
Maryl Development:748 (2/8/95) 50,000.00
Ohia Development Corporation:639 (2/26/95) 21,000.00
Keauhou Sunset Corp (Luri Corp):633 (8/7/95) 10,000.00
Hawaii Island CDC.:Hualalai Elderly (1/1/97) 200,000.00
Stephenson, Howard:789 (2/20/1997) 1,995.66 20,945.10 1,010.40 873.72 18,610.08
Cherry, James:786 (3/19/1997) 2,328.27 24,435.95 1,178.80 1,019.34 21,711.76
Bezona, Norman:785 (6/26/1997) 332.61 3,490.85 168.40 145.62 1,601.68
Robinson, Bruce:788 (10/2/1997) 2,328.27 24,435.95 1,178.80 1,019.34 21,711.74
Beall, Alan:815 (10/15/1997) 665.22 6,981.70 336.80 291.24 6,203.36
Cardin, James:908 (10/15/97) 15,508.40
Branco, William:780 (1/15/1998) 997.83 10,472.55 505.20 436.86 9,305.56
Hao Street Hui:850 (1/27/1998) 1,330.44 13,963.40 673.60 582.48 12,406.72
Dungate, Peter:852 (2/9/1998) 1,330.44 13,963.40 673.60 582.48
Maryl Development:748 (3/16/98) 50,000.00
Mascari, Leonard:828 (11/10/1998) 665.22 6,981.70 336.80 291.24 6,203.36
Towne Realty, 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 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, lnc./Towne Dev of Hawaii:450 & 849 (11/6/2000) 11,308.74 5,725.60 4,951.08
4
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2015
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
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
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
North Kena (Cash Contributions -continued) Fire Parks Police Solid Waste Roads
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
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
21,711.76
6,203.36
7,239.16
Kaloko Mauka Hualalai
Roads Roads
55,133.40
12,406.72
1,091.80
21,711.76
37,888.00
47,360.00
9,472.00
5
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2015
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 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, 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)
North Kena (Cash Contributions -continued) Fire Parks Police Solid Waste Roads
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
Kona 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
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)
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)
Total Cash Contributions Thru 6/30/15 456,420.31 2,668,764.41 239,014.10 218, 176.46 2,733,877.50
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
6,627.68
18,944.00
9,472.00
9,472.00
763.50
28,416.00
Kaloko Mauka Hualalai
Roads Roads
100,000.00
9,921.20
14,986.80
14,986.80
9,991.20
9,991.20
10,511.08
10,368.57
599,643.89 300,000.00
48 ,000.00
6
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2015
Kalaoa Police Substation:03-90 (7/1/03) 50,000.00
Pualani Estates Park:04-70 (1/1/04) 100,000.00
Alii Kai Subdivision Park:05-87 (7/1/05) 822,000.00
Kalaoa Fire Station:05-87 (7/1/05) 200,000.00
Kauhale connection:05-171 (12/27/05) 500,000.00
Kailua Park Master Plan:06-80 (7/14/06) 700,000.00
Alii Kai Subdivision Park:06-80 (7/14/06) 500,000.00
Pualani Playground:06-80 (7/14/06) 200,000.00
Uluwehi Properties, LLC:1036 REFUND (11/30/2006) 26,607.02
Alii Kai Subdivision Park:07-83 (7/1/07) 335,000.00
Mamalahoa Bypass:08-60 (5/8/08) 500,000.00
Alii Kai Subdivision Park:08-79 (7/1/08) 822,000.00
North Kona Connector Roads:08-79 (7/1/08) 378,000.00
Mamalahoa Bypass Mitigation:10-80 (9/27/10) 243,000.00
Kailua Recycling and Transfer Station: 11-23 (2/23/11) 197,722.42
Alii Kai Subdivision New Park Development:11-60 (7/1/11) 1,000,000.00
Kona Dog Park (Kealakehe Regional Park):11-60 (7/1/11) 30,000.00
Banyan's Beach Park: 11-60 (7/1 /11) 250,000.00
Kaiminani Drive Roadway Improvements, Phase 1:11-60 (7/1/11) 1,250,000.00
Royal Poinciana Sidewalks and Drainage:11-60 (7/1/11) 100,000.00
Alii Drive Off Street Parking:11-60 (7/1/11) 210,000.00
North Kona Connector Roads: 11-60 (7/1/11) 378,000.00
Makaeo Skateboard Park: 12-95 (6/27 /12) 35,000.00
Kailua Park -New Canoe Hale:12-87 (7/1/12) 704,000.00
Kona Emerg. Shelter & Multi-purpose Event Center:13-36 (3/27/13) 154,264.36
Alii Kai Subdivision New Park Development: 14-82 (7/1/14) 1,280,000.00
Total Appropriations Thru 6/30/15 200,000.00 7,043,171 .67 50,000.00 197,722.42 3,743,607.02 - -
North Kena (continued) Fire Parks Police Solid Waste Roads
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
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
48,000.00 0.00
Kaloko Mauka Hualalai
Roads Roads
48,000.00
7
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2015
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
Total Lapses Thru 6/30/15 11,348.34 5,346,873.57 50,000.00 0.00 1,929,092.60
Total Capital Funds Available: North Kona 267,768.65 972,466.31 239,014.1 20,454.04 919,363.08
North & South Kona Fire Parks Police Solid Waste Roads
Cash Contributions
Oceanside 1250:765 & 812 (9/17/99) 86,811.21 43,952.40 38,006.82
Oceanside 1250:765 & 812 (11/14/00) 32,595.78 78,215.15 16,503.20 14,270.76
Total Cash Contributions Thru 6/30/15 119,406.99 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 6/30/15 0.00 78,215.00 0.00 52,277.58 0.00
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
Total Lapses Thru 6/30/15 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
Puna Fire Parks Police Solid Waste Roads
Cash Contributions
Total Cash Contributions Thru 6/30/15 0.00 0.00 0.00 0.00 0.00
Appropriations
Total Appropriations Thru 6/30/15 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
South Kona Fire Parks Police Solid Waste Roads
Cash Contributions
Kealakekua Ranch:580 (12/4/92) 161,250.00
Bush, Marion:864 (1/28/00) 1,995.66 20,945.10 1,010.40 873.72 18,610.08
Kona Scenic Land, 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 6/30/15 5,887.20 61,788.00 2,980.68 2,577.48 216, 149.76
48,000.00 0.00
599,643.89 300,000.00
8
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2015
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 6/30/15 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
Napoopoo Park lmprovements: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 6/30/15 0.00 61,788.00 0.00 0.00 109,993.47
Total Capital Funds Available: South Kona 5,887.20 61,788.00 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 6/30/15 101,306.42 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
Total Appropriations Thru 6/30/15 50,000.00 0.00 0.00 0.00 93,560.00
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 6/30/15 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 0.11
Lanlkaula/ Kilauea South Hilo Fire Parks Police Solid Waste Roads Road Widening
Cash Contributions
Yoshida/Sugiyama: Use Permit 124 (1/1/95) 30,000.00
GELOCAG/Allan Takase:781 (9/24/96) 8,000.00
AFK Subdivision Partners:799 (12/6/01) 5,654.37 2,862.80 2,475.54 48,440.56
Hakalau Farms:824 (10/10/03) 2,993.49 1,515.60 1,310.58 27,915.12
Hakalau Farms:824 (11/6/03) 127.80 64.71 55.98 1,191.96
9
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2015
Miyamoto:928 (7/12/04)
Uohara, John:975 (1/25/05)
DuPonte, Douglas & Joseph/Hakalau Farms:860 (9/22/06)
Nakagawa, Craig & April:05-7 (6/1/07)
Hilo One, lnc.:833 (10/18/07)
Wung, Betty:04-16 (6/30/08)
Nakamura, Glenn:06-45 (12/5/08)
Hara, Arnold Hand Murakami, Lillian K:07-74 (7/29/09)
Takase, Allan:06-44 (4/8/10)
Miller, Guy:07-63 (5/17/10)
Yamada, Gerald:1046 (10/28/10)
Hilo Hillside, LLC:738 (1/5/11)
Yamada, Gerald:1046 (3/10/11)
DuPonte, Douglas & Joseph/Hakalau Farms:860 (11/14/11)
Akiyama, Kevin Ken:10-125 (2/9/12)
Chock Family Partners:01-06 (9/20/12)
Plant-Mason Family Trust:06-37 (9/11/12 & 10/3/12)
Edwin Y. Nagata Trust:09-99 (12/20/12, 12/28/12, & 1/9/13)
Kobayashi, Grant (aka Hilo Hillside, LLC):738 (4/16/2014)
Kobayashi, Grant (aka Hilo Hillside, LLC):738 (6/16/2014)
Winegar, Thomas W &Furchgott, Susan E Trust: 11-000147 (6/5/14)
Moaniala Holdings, LLC (aka Hilo Hillside, LLC): 738 (11/24/14)
Camacho Holdings, LLC (fka Guy Miller):07-63 (3/30/15)
De Ponte, Jason: 14-000173 (4/14/15)
Total Cash Contributions Thru 6/30/15
Appropriations
Reed's Bay Beach Park:04-75 (7/1/04)
Mooheau Bandstand and Related Park lmprovements:11-60 (7/1/11)
Kaipalaoa Landing Park Amenities and lmprovements:11-60 (7/1/11)
Kalakaua Park Revitalization lmprovements:11-60 (7/1/11)
Parking Facilities & Related lmprvnts in Dtwn Hilo:11-60 (7/1/11)
Downtown Hilo Accessibility & Mobility lmprvnts:11-60 (7/1/11)
Downtown Hilo Restrooms:12-87 (7/1/12)
Manono Street Improvements: 13-66 (7/1/13)
Refund per Reso 41-15 (Edwin Y. Nagata Trust:09-99) (3/12/15)
Total Appropriations Thru 6/30/15
Lapsed Appropriations
Mooheau Bandstand and Related Park lmprovements:11-60 (lapsed 6/30/14)
Kaipalaoa Landing Park Amenities and lmprovements:11-60 (lapsed 6/30/14)
Kalakaua Park Revitalization Improvements: 11-60 (lapsed 6/30/14)
Downtown Hilo Restrooms:12-87 (lapsed 6/30/15)
Total Lapses Thru 6/30/15
Total Capital Funds Available: South Hilo
1,361.44
723.76
5,224.66
459.06
3,215.12
2,221.80
952.78
504.33
5,743.26
1,276.28
931.20
29,604.96
2, 179.32
5,318.03
1,108.18
361.88
4,375.71
1,653.60
528.66
22.36
1,137.03
2,759.06
601.06
81,039.20
0.00
0.00
81,039.20
14,288.76
7,596.08
4,817.93
23,318.70
9,999.82
5,293.15
59,074.74
13, 127.72
9,773.33
310,713.76
22,872.85
11,630.66
3,798.04
45,924.03
17,354.94
5,548.46
234.70
11,695.50
28,379.51
6,308.37
611,751.05
18,000.00
40,000.00
40,000.00
39,000.00
25,000.00
162,000.00
40,000.00
40,000.00
39,000.00
25,000.00
144,000.00
593,751.05
689.28
366.44
2,645.16
232.42
1,627.84
1,124.90
482.40
255.34
1,867.14
414.92
4 71.4 7
14,988.96
1,103.39
2,692.51
561.06
183.22
2,215.40
837.21
267.66
11.32
369.63
896.97
304.32
39,052.07
0.00
0.00
39,052.07
596.04
316.86
2,287.46
200.98
1,407.60
972.75
417.14
220.80
2,559.78
568.84
407.69
12,961.20
954.16
2,328.29
485.18
158.43
1,915.72
723.96
231.45
9.79
506.79
1,229.72
263.15
35,565.88
0.00
0.00
35,565.88
10,995.80
6,749.26
4,280.82
20,719.05
8,885.00
4,703.06
50,516.28
11,225.84
8,683.77
20,322.90
8,783.04
3,374.63
5,804.35
15,420.18
4,929.90
208.53
10,001.07
287,752.35
24,268.02
5,305.09
598,476.58
100,000.00
100,000.00
66 ,000.00
2,400.00
268,400.00
0.00
330,076.58
30,000.00
0.00
0.00
30,000.00
300
300
300.00
10
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2015
Totals County Totals Fire Parks Police Solid Waste Roads Special Road Earmarks
Total Contributions 10,545,949.65 804,909.27 4,093,942.66 413,010.42 370,881.92 3,933,261.49 629,643.89 300,300.00
Total Appropriations 12,863, 191 .69 251 ,900.00 7,996,474.67 50,000.00 250,000.00 4,266,817.02 48,000.00 0.00
Total Lapsed Appropriations 7,997,887.58 33,640.63 5, 780,380.88 50,000.00 0.00 2,085,866.07 48,000.00 0.00
Net Appropriations 4,865,304.11 218,259.37 2,216,093. 79 0.00 250,000.00 2, 180,950.95 0.00 0.00
Total Capital Funds Available 5,680,645.54 586,649.90 1,877,848.87 413,010.42 120,881.92 1,752,310.54 629,643.89 300,300.00
11
Table 2: Total In Lieu Contributions
Through June 30, 2015
MemoFire Date Name Amount
02/25/2003
05/05/2004
06/16/2009
Total Fire
Big Island Country Club Estates (Spear):767
Hale Wailani Partners/Nansay Hawaii:759
Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710
Release of bond for construction of Puuanahulu
Fire Station
49 Lots
payment to Kohala Coast Volunteer Fire Co (33
RS credits)
500,000.00
833,320.00
16, 191.99
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
0212212005 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
Table 2: Total In Lieu Contributions
Through June 30, 2015
MemoRoads Date Name Amount
06/18/1997
02/09/1998
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
0410712005
04/19/2006
09/05/2006
11/29/2006
11/29/2006
11/29/2006
03/30/2007
10/18/2007
02/21/2008
10/27/2008
02/26/2009
Bezona, Norman:785
Dungate, Peter:852
Harry Foster Irrevocable Trust:859
Towne Realty, lnc./Towne Dev of Hawaii:450 & 849
Oceanside 1250:765 & 812
Parker Ranch, lnc.:907
Nakahara, Scott:813
AFK Subdivision Partners:799
Harry Foster Irrevocable Trust:859
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 & 849
Young, Dennis: 1003
Rinkenbach, Keven & Patricia:944
Kona Scenic Land, lnc.:854
International Development Projects. Ltd.:801
Sunstone Realty Partners X LLC:996
Towne Realty, lnc./Towne Dev of Hawaii:450 & 849
Gannon, James P.:834
Kam Center Specialty Corp:980
DuPonte, Douglas & Joseph/Hakalau Farms:860
Bart Cahoon Trust:989
Nani Kona Aina LLC/Welton, Walter & Susan:1001
Hualalai Vistas LLC:1026
Hilo One, lnc.:833
Kaomalo LLC (R. Smart Rev Persl Trst):715
Hale Wailani Partners/Nansay Hawaii:759
Towne Realty, lnc./Towne Dev of Hawaii:450 & 849
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($9,408,800.00)-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
8 Lots
Holoholo/Nana Street Connection
COH dedicable roadway
117 lots Alii Drive & Walua Rd Improvements
Laaloa Extension-Planning, Engineering, and
Environmental Studies
7 Lots
8 lots
Credit for roads for 14 lots
? lots+
Credit for roads approved by Res 516-06
45 lots
8 lots inc. CPI adj.
Phase Ill connector road
credit per revised appraisal of roadway (49 lots)
Laaloa Street Extension EA Work
1,500.00
12,406.72
18,610.08
100,354.86
9,698,800.00
46,525.20
18,610.08
4,288.00
40,321.84
434,235.20
18,610.08
200,032.00
352,000.00
550,000.00
24,813.44
87,735.00
13,347.15
1,690,029.00
120,500.00
16,500.00
57, 149.78
144,080.08
26,500.00
455,515.70
1,322,276.00
48,648.00
4,507,000.00
52,500.00
63,900.00
13
Table 2: Total In Lieu Contributions
Through June 30, 2015
Roads (cont) Date Name Memo Amount
09/20/2010
11/14/2011
02/09/2012
03/20/2012
02/18/2015
Total Roads
TOTAL IN LIEU CREDITS
Nobriga, Karl:1000
DuPonte, Douglas & Joseph/Hakalau Farms:860
Akiyama, Kevin Ken:10-125
Plant-Mason Family Trust:06-37
Nagata, Edward: 09-99
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
credit for future road widening per Res 41-15
6,749.26
49,592.14
1,551.00
35,000.00
2,400.00
20,222,080.61
30,581,052.69
14