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Home My WebLink About2015-2016 FAIR SHARE ANNUAL REPORTHarry Kim Michael Yee Mayor Director Daryn Arai Deputy Director West Hawai'i Office East Hawai'i Office 74-5044 Ane Keohokalole Hwy I 0 I Pauahi Street, Suite 3 Kailua-Kona, Hawai'i 96740 Hilo, Hawai'i 96720 County of Hawai'i Phone(808)323-4770 Phone(808)961-8288 Fax (808) 327-3563 PLANNING DEPARTMENT Fax (808) 961-8742 January 17, 2017 Honorable Valerie T. Poindexter, Chairwoman & Presiding Officer and Members of the County Council County of Hawai 'i 25 Aupuni Street Hilo, HI 96720 Dear Chairwoman Poindexter and Members of the County Council: SUBJECT: FAIR SHARE ANNUAL REPORT AS OF JUNE 30, 2016 Transmitted herewith, please find an original and 10 copies of the Fair Share Annual Report as ofJune 30, 2016. 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 April Surprenant or Bethany Morrison m my department. Sincerely, !111:- Planning Director BJM:ja \\COH33\planning\public\wpwin60\Fair Share\Annual Reports\2015-2016 Annual Report\2015-2016 Fair Share AR Cover.doc www .cohplanningdept.com Hawai 'i County is an Equal Opportunity Provider and Employer planning@hawaiicounty.gov JAN 1 7 2017 Honorable Valerie T. Poindexter, Chairwoman & Presiding Officer and Members ofthe County Council January 17, 2017 Page2 Enclosure: cc with report: Fair Share Annual Report as of 6-30-16 Mayor's Office Finance Department Department ofPublic Works Department of Environmental Management Department ofParks & Recreation Fire Department Police Department Planning Commission Division Long Range Division FAIR SHARE ANNUAL REPORT AS OF JUNE 30, 2016 January 17, 2017 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 propetty 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 2015-2016 (June 30, 2016). 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, 2016, a total of$10,652,885.90 in cash contributions had been made, not including the park dedication fund. In that same period, there were $5,802,031.13 in net appropriations. This left a Fair Share fund balance totaling $4,850,854. 77 . 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, 2016. This page is intentionally left blank. 2 Table 1: Contributions, Appropriations, and Capital Funds Available As of June 30, 2016 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 6/30/16 1,995.66 20,945.10 1,010.40 873.72 0.00 Appropriations Paauilo Volunteer Garaae:10-60 (7/1/2010) 1,900.00 Honokaa Skate Park: 13-66 (7 /1 /13) 20.000.00 Total Appropriations Thru 6/30/16 1,900.00 20,000.00 0.00 0.00 0.00 Lapsed Appropriations Paauilo Volunteer Garage:10-60 (lapsed 6/30/2013) 1,900.00 Honokaa Skate Park: 13-66 (lapsed 6/30/16) 20,000.00 Total Lapses Thru 6/30/16 1,900.00 20,000.00 0.00 0.00 0.00 Total Capital Funds Available: Hamakua 1,995.66 20,945.10 1,010.40 873.72 0.00 Ka'u Fire Parks Police Solid Waste Roads Cash Contributions Total Cash Contributions Thru 6/30/16 0.00 0.00 0.00 0.00 0.00 Appropriations Total Appropriations Thru 6/30/16 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 ---·c- Nobriaa, Karl:1000 19/20/2010) 723.76 7,596.08 366.44 316.86 0.00 Total Cash Contributions Thru 6/30/16 723.76 7,596.08 366.44 316.86 0.00 Appropriations Total Appropriations Thru 6/30/16 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 Karoovich, Robert:823 110/21/96) 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 (1217/07) 501.54 379,495.69 6,348.14 245.22 33,585.24 Hawaii Island CDC:05-2815/11/09) 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 6/30/16 38, 129.73 574,866.54 19,051.42 16,719.40 337,977.54 Appropriations Hooke Street Park (Waikoloa):04-17 (2/11/04) 102.300.00 Waimea Park:07-14 12/21/07) 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 6/30/16 0.00 631 .300.00 0.00 0.00 0.00 Lapsed Appropriations Waimea Park:07-14 (laosed 6/30/09) 149,000.00 Kamehameha Park Comfort Station:07-15 (lapsed 6/30/09) 504.31 Total Lapses Thru 6/30/16 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 - - 3 Table 1: Contributions, Appropriations, and Capital Funds Available As of June 30, 2016 North Kona Fire Parks Police Solid Waste Roads Cash Contri butions I -,- Towne Realty, lnc./Towne Dev of Hawaii:450 & 849 (6/1/90) 158,000.00 Hoffman, Chase:543 {11125/98) I Plannina Director {Elizabetth McCormick\ (8130190\ I Kveen, Henry:532 (12/2/91) I 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 Corooration:639 {2/26/95\ Keauhou Sunset Corp (Luri Coro):633 (817/95) 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 (10/211997\ 2,328.27 24,435.95 1,178.80 1,019.34 Beall, Alan:815 (10/1511997) 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 Dunaate, Peter:852 (2/9/1998) 1 ,330.44 13,963.40 673.60 582.48 Marvl Develooment:748 13/16/98\ 50,000.00 Mascari, Leonard:828 {11110/1998) 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 Harrv Foster Irrevocable Trust:859 (6/30/1999) I 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 (1114/1999) 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 Paul, James:787 (2/23/2000) 1 ,330.44 13,963.40 673.60 Paul, James:787 (212812000\ 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 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 Knaoo, Greaorv:816 (6/19/2001 l 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 l 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) I 1,995.66 20,945.10 1,010.40 873.72 Towne RealtY, lnc./Towne Dev of Hawaii:450 & 84918/14/2002\ 13,132.04 6,648.86 5,749.40 Kaloko Mauka Hualalal D-•"• D-.... 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 11 ,541.40 865.32 21 ,711 .76 6,203.36 7,239.16 4 Table 1: Contributions, Appropriations, and Capital Funds Available As of June 30, 2016 North Kona (Cash Contributions -continued) Fire Parks Police Solid Waste Roads Kina. Rev E. :991111125102) Maniniowali Equity Company LLC:940 ( 121412002) 46,565.40 23,576.00 20,386.80 Kamehameha Investment Corp:964 (113112003) 723.76 7,596.08 366.44 316.86 6,749.26 Kamehameha Investment Coro1 :9591113112003) 3,618.80 37.980.40 1,832.20 1,584.30 33,746.30 Kamehameha Investment Corp:947 (113112003) 10,976.13 115,198.05 5,557.20 4,805.46 102,355.44 Windward Enterprises, lnc. :897 (312112003) 1,330.44 13,963.40 673.60 582.48 Windward Enterorises, lnc. :897 (51812003) 117.08 1,228.76 59.28 51.24 Kena Hwn Vac Ownership (Towne Dev.):436 (612612003 36,700.24 11 ,930.58 16,357.74 Kena Hwn Vac Ownership (Towne Dev.):436 (81112003) 277,490.34 Exchange Property Corporation:853 (811412003) 2,328.27 24,435.95 1,178.80 1,019.34 Sunstone Realty Partners X LLC:437 (12117103) 64,852.80 Gomes Familv Limited PartnershiP:993 1412312004) 5,428.20 56,970.60 2,748.30 2,376.45 50,619.45 Towne Realty, lnc.fTowne Dev of Hawaii:450 & 849 (511312004) 5,311.45 2,689.18 2,325.41 Towne Realty, lnc.fTowne Dev of Hawaii:450 & 849 (512012004) 15,934.50 8,067.60 6,976.35 Rinkenbach, Keven & Patricia:944 (711612004) 2,660.88 27,926.80 1,347.20 1,164.96 Hualalai Development Company (frmrly Kaup:926 (811712004) 3,743.96 39,294.09 1,895.52 1,639.11 34,913.45 Towne Realtv, lnc.fTowne Dev of Hawaii:450 & 849 (8130/2004) 10,623.00 5,378.40 4,650.90 Youna. Dennis:10031911612004) 3,618.80 37 ,980.40 1,832.20 1,584.30 Grover. Richard & Christin:1040 (9124104) Hualalai Development Company (frmrlv Kaup:926 (101512004) 27,228.80 285,775.20 13,785.60 11 ,920.80 253,916.00 International Development Projects. Ltd.:801 (1111212004 1,431.29 15,021.83 724.66 626.64 Sunstone Realty Partners X LLC:996 (1/512005) 28,357.29 9,218.43 12,639.51 Kena Scenic Land. lnc.:854 121812005) 6,961.53 73,063.49 3,524.61 3,047.83 Towne Realty, lnc.fTowne Dev of Hawaii:450 & 849 (211012005) 8, 144.30 4, 123.44 3,565.69 Towne Realty, lnc.fTowne Dev of Hawaii:450 & 849 (41412005) 203,621.54 Towne Realtv, lnc.fTowne Dev of Hawaii:450 & 849 (412912005) 8,047.82 4,074.62 3,523.30 Knierim . Phil:1056 {5112105) Uluwehi Properties. LLC :1036 (717/2005) 8,704.20 91 ,352.40 4,406.80 3,810.80 81 ,168.20 David Deluz Sr Enterprises:982 (712812005) 12,665.80 6,412.70 5,545.05 Easley, Bruce:04-30 (8/2/05) Hualalai Develocment Comcanv lfrmrlv Kaup:926 (8/412005) 7,383.60 77,493.78 3,738.42 3,232.74 68,854.59 Star Market, Ltd:895 (911412005) 7,459.24 Star Market, Ltd:895 (911912005) 710.72 359.84 311.16 Easley, Taylor:1031 (10/25105) Gannon. James P.: 834 {10/2812005) 2,560.60 26,874.68 1,296.47 1,121.05 5,378.61 Deutsch. Kristina:04-29 112/21/05) Gannon. James P.:834 {11 10/2006) 2,000.00 Towne Realty, lnc.fTowne 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 {5117106) 135,700.00 Ken World, lnc.:832 16/2/2006) 4,023.41 42,231.64 2,037.31 1,761.65 37,523.53 Bia Island Country Club Estates (Spear):767 {7/6106) 20,540.68 17,761.36 Bond. Thad:1058 17114106) Kam Center Specialty Corp:980 (9/5/06) Bart Cahoon Trust:989 (12126/2006) 2,533.16 26,586.28 1,282.54 1,109.01 Claoc. Euaene:1032 112/291061 Kaloko Mauka Hualalai o--~-o--~- 55, 133.40 12,406.72 1,091 .80 21 ,711 .76 37,888.00 47,360.00 9,472.00 6,627.68 18,944.00 9,472.00 9,472.00 763.50 28,416.00 5 Table 1: Contributions, Appropriations, and Capital Funds Available As of June 30, 2016 North Kona (Cash Contributions -continued) Fire Parks Police Solid Waste Roads Hawaii Island CDC .:Hualalai Elderly (1/1/07) I Hualalai Development Company (frmrlv 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 Geslina, 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 Wortd, lnc.: 832 (7/11/2011 ) 2,648.64 27,798.37 1,341 .00 1,159.60 24,699.30 Kona Countrv 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: 04-31111 /14/14) Smith, Tom: 1048 (4/8/15) 3,675.70 38,577.99 1,861 .01 1,609.30 Feenev, Sean (aka Olin, Scott): 06-50 (6/23/15) Jovce E. Greaorv Familv Trust (fka: Wintson Nicholson): 06-000048 (8/24/15) Joyce E. Gregory Family Trust (fka: Wintson Nicholson): 06-000048 (1017/15) Sean Feeney and Robin Ledson (fka: Scott Olin): 06-000050 (7/16/15) Kabumoto, Clifford:03-1 28 (3/16/16) Total Cash Contributions Thru 6/30/16 456,420.31 2,668,764.41 239,014.10 218,176.46 2, 733,877 .50 Aol ropriations Alli 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 Alli Kai Subdivision Park:05-87 (711/05) 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 Alli Kai Subdivision Park:06-80 (7114/06) 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 (711/07) 335.000.00 Mamalahoa Bypass:08-60 (5/8/08) 500,000.00 Alli 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 (9/27110) 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 Reaional Park): 11-60 (7/1 /11 30,000.00 Banvan'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 Roval Poinciana Sidewalks and Drainaae: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:1 1-60 (7/1 /11) 378,000.00 Makaeo Skateboard Park: 12-95 (6127112 ) 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 Alli Kai Subdivision New Park Development: 14-82 (7/1/14 1,280,000.00 West Hawai'i Traffic Sianal lmprovements:15-58 (7/1/15) 900,000.00 Total Appropriations Thru 6/30/16 200,000.00 7 043171 .67 50,000.00 197,722.42 4,643,607.02 Kaloko Mauka Hualalal 0AO...O 0A....O 100,000.00 9,921.20 14,986.80 14,986.80 9,991 .20 9,991.20 10,511 .08 10,368.57 10,368.57 410.60 410.60 23,540.09 634,373.75 300,000.00 48,000.00 48,000.00 0.00 6 Table 1: Contributions, Appropriations, and Capital Funds Available As of June 30, 2016 North Kona (continued) Fire Parks Police Solid Waste Roads Kaloko Mauka I>nut• Hualalai l>n>"• -Lapsed Anoropriations Mamalahoa/Kaloko intersection:94-92 (6/30/97) 48,000.00 Kalaoa Police Substation:03-90 (lapsed 6/30/06) 50,000.00 Pualani Estates Park:04-70 (lapsed 6/30/06) 100,000.00 Alii Kai Subdivision Park rlaosed 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 llaosed 6/30/091 335,000.00 Pualani Playground:06-80 (lapsed 6/30/09) 100,000.00 Alii Kai Subdivision Park:07-83 (laosed 6/30/10) 317,900.00 Mamalahoa Bvoass:08-60 rlaosed 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 (laosed 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 Kena Dog Park rKealakehe Regional Park):11-60 llaosed 6/30/14) 30,000.00 Banyan's Beach Park:11 -60 (lapsed 6/30/14) I 250,000.00 Raval Poinciana Sidewalks and Drainaqe:11 -60 (laosed 6/30/14) 100,000.00 Alii Dri ve Off Street Parkina:1 1-60 Oaosed 6/30/141 210,000.00 North Kena Connector Roads:11-60 (lapsed 6/30/14) 378,000.00 Makaeo Skateboard Park:12-95 (laosed 6/30/14) 10,854.21 Kalaoa Fire Stalion: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 (laosed 6/30/15) 855.00 Kena Em erg. Shelter & Multi-purpose Event Center: 13-36 lapsed 6/30/15) 154,264.36 Total Lapses Thru 6/30/16 11 ,348.34 5, 346,873.57 50,000.00 0.00 1,929,092.60 48,000.00 0.00 Total Capital Funds Available: North Ke na J 267,768.65 972,466.31 I 239,014.1 20,454.04 19,363.08 634,373.75 300,000.00 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 6/30/16 119,406.99 78,215.15 60,455.60 52,277.58 0.00 Ao1 rooriations Kailua Recycling and Transfer Station: 11-23 (2/23/11 ) 52,277.58 Kailua Park -New Canoe Hale: 12-87 (711/12) 78.000.00 Kena Emerg. Shelter & Multi-purpose Event Center:13-36 3/27/13) 215.00 Total Appropriations Thru 6130116 I 0.00 78,215.00 0.00 52,277.58 0.00 Lapsed ADoropriations I Kailua Park -New Canoe Hale: 12-87 (laosed 6/30115) I 78,000.00 Kena Emerg. Shelter & Multi-purpose Evenl Center:13-36 (lapsed 6/30/15) 215.00 Total Lapses Thru 6/30/16 0.00 78,21 5. 00 0.00 0.00 0.00 Total Capital Funds Available: North & South Kena I 119,406.99 78,21 5. 15 60,455.60 0.00 0.00 7 Table 1: Contributions, Appropriations, and Capital Funds Available As of June 30, 2016 Puna Fire Parks Police Solid Waste Roads -Cash Contributions I Total Cash Contributions Thru 6/30/16 0.00 0.00 0.00 0.00 0.00 Appropriations Total Appropriations Thru 6/30/16 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 {1/28/00l 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 l 1,995.66 20,945.10 1,010.40 873.72 18,610.08 Total Cash Contributions Thru 6/30/16 5,887.20 61 ,788.00 2,980.68 2,577.48 216,149.76 Ap1 ropriations Napoopoo/ Mamalahoa lmpr:94-92 {9/2/941 161 ,250.00 Napoopoo Park lmprovements:12-87 (7/1/12) 25,000.00 Kona EmerQ. Shelter & Multi -purpose Event Center:13-36 (3/27/13) 36,788.00 West Hawai'i Traffic Sianal lmprovements:15-58 {7/1/15) 100,000.00 Total Appropriations Thru 6/30/16 0.00 61 ,788.00 0.00 0.00 261 ,250.00 Lapsed Anoropriations NaPoopoo/ Mamalahoa lmPr:94-92 (lapsed 6/30/97) 109,993.47 Napoopoo Park lmprovements:12-87 (lapsed 6/30/15) 25,000.00 Kon a Em erg. Shelter & Multi -purpose Event Center: 13-36 lapsed 6/30/15) 36,788.00 Total Lapses Thru 6/30/16 0.00 61 ,788.00 0.00 0.00 109,993.47 Total Capital Funds Available : South Kona I 5,887.20 61 ,788.00 2,980.68 2,577.48 64,893.23 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 Berain, William:924 {6/8/00l 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 Pers! Trst):715 (6/23/04) 15,065.10 7,627.44 6,595.65 Kaomalo LLC {R. Smart Rev Persl Trstl:715 {11 /12/04\ 28,682.10 14,521.68 12,557.43 Bergin, Wiliiam: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 6/30/16 101 ,306.42 70,016.33 51 ,079.71 44,374.54 46,780.11 Aopropriations ILifeguard Towers/ Stands Upgrades:11-60 (7/111 1) 50,000.00 I Traffic Calmina Improvements {District 9\: 11 -126 {12/6/11\ 46,780.00 I Traffic Calming Improvements (District 9): 14-82 {7/1/14) I 46,780.00 Total Appropriations Thru 6/30/16 50,000.00 0.00 0.00 0.00 93,560.00 Lapsed Aaaropriations I I Traffic Caimina Improvements (District 9): 11 -126 (lapsed 6/30/14) 46,780.00 I Lifeguard Towers/ Stands Upqrades:11-60 {lapsed 6/30/14) 20,392.29 Total Lapses Thru 6/30/16 20,392.29 0.00 0.00 0.00 46,780.00 Total Capital Funds Available: South Kohala I 71 ,698.71 70,016.33 51 ,079.71 44,374.54 0.11 ·- ·- 8 Table 1: Contributions, Appropriations, and Capital Funds Available As of June 30, 2016 South Hilo Fire Parks Police Solid Waste Roads l.anikaulal Kilauea 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 (10/10103) 2,993.49 1,515.60 1,310.58 27,915.12 Hakalau Farms:824 (1116103) 127.80 64.71 55.98 1,191.96 Miyamoto:928 (7112104) 1,361.44 14,288.76 689.28 596.04 10,995.80 Uohara, John:975 (1125105) 723.76 7,596.08 366.44 316.86 6,749.26 DuPonte, Douglas & Joseph/Hakalau Farms:860 (9122/06) 5,224.66 2,645.16 2,287.46 Nakaoawa, Craio & APril:05-7 {6/1107) 459.06 4,817.93 232.42 200.98 4,280.82 Hilo One, lnc. :833 (10/18107) 3,215.12 1,627.84 1,407.60 Wung, Betty:04-16 (6130108) 2,221.80 23,318.70 1,124.90 972.75 20,719.05 Nakamura, Glenn:06-45 {1215108) 952.78 9,999.82 482.40 417.1 4 8,885.00 Hara, Arnold Hand Murakami, Lillian K:07-74 (7129109) 504.33 5,293.15 255.34 220.80 4,703.06 Takase, Allan:06-44 (418110) 5,743.26 59,074.74 1,867.14 2,559.78 50,516.28 Mill er, Guy:07-63 (5117110) 1,276.28 13,127.72 414.92 568.84 11 ,225.84 Yamada, Gerald:1046 (10128110) 931.20 9,773.33 471.47 407.69 8,683.77 Hilo Hillside, LLC :738 {1/5111\ 29,604.96 310,713.76 14,988.96 12,961.20 Yamada, Gerald:1046 (3110111) 2,1 79.32 22,872.85 1,103.39 954.16 20,322.90 DuPonte, Douglas & Joseph/Hakalau Farms:860 (11114111) 5,318.03 2,692.51 2,328.29 Akivama, Kevin Ken:10-125 {219112) I 1,108.18 11 ,630.66 561.06 485.18 8,783.04 Chock Family Partners:01-06 (9120112) I 361 .88 3,798.04 183.22 158.43 3,374.63 Plant-Mason Family Trust:06-37 (9/11/12 & 10/3112) I 4,375.71 45,924.03 2,215.40 1,915.72 5,804.35 Edwin Y. Naaata Trust:09-99112/20112, 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 (615114) 1,137.03 11,695.50 369.63 506.79 10,001.07 Moaniala Holdinas, LLC {aka Hilo Hillside, LLC): 738 (11124114) 287,752.35 Camacho Holdinos, LLC (fka Guy Miller\:07-63 {3/30115) 2,759.06 28,379.51 896.97 1,229.72 24,268.02 De Ponte, Jason: 14-000173 (4114115) 601.06 6,308.37 304.32 263.15 5,305.09 300 Morris, Melvin & Brenda:15-34 (5117116) 1,223.32 12,839.26 619.36 535.58 11,407.88 Higashi, Roland: 96-121 (6122/16) 9,987.61 5,056.72 4,372.68 82-11 Educational Trust: 14-103 (5-17-16) 1,202.12 12,616.74 608.64 526.30 11,210.18 Total Cash Contributions Thru 6130116 93,452.25 637,207.05 45,336.79 41 ,000.44 621 ,094.64 30,000.00 300 ApJ ropriations Reed's Bay Beach Park:04-75 {711104) 18,000.00 Mooheau Bandstand and Related Park Improvements: 11-60 (711111) 40,000.00 Kaipalaoa Landino Park Amenities and lmprovements:11-60 (7/1/11 l 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 (711112) 25,000.00 Manono Street Improvements: 13-66 {711113) 66,000.00 Refund Per Reso 41-15 (Edwin Y. Nagata Trust:09-99) (3112/15) 2,400.00 Total Appropriations Thru 6130116 0.00 162,000.00 0.00 0.00 268,400.00 0.00 Lapsed Aooropriations Mooheau Bandstand and Related Park lmprovements:11-60 (lapsed 6130/14) 40,000.00 Kaipalaoa Landing Park Amenities and lmprovements:11-60 (lapsed 6/30114) 40,000.00 Kalakaua Park Revitalization Improvements: 11-60 (lapsed 6/30/14) 39,000.00 Downtown Hilo Restrooms: 12-87 (lapsed 6/30/15) 25,000.00 Manono Street Improvements: 13-66 {laosed 6130/16) 43,272.98 Total Lapses Thru 6/30/16 0.00 144,000.00 0.00 0.00 43,272.98 0.00 Total Capital Funds Available : South Hilo 93,452.25 619,207.05 45,336.79 41 ,000.44 395,967.62 30,000.00 300.00 Totals County Totals Fire Parks Police Solid Waste Roads Special Road Earmarks Total Contributions 10,652,885.90 817,322.32 4, 119,398.66 419,295.14 376,316.48 3,955,879.55 664,373.75 300,300.00 Total Appropriations 13,863,191.69 251 ,900.00 7,996,474.67 50,000.00 250,000.00 5,266 817.02 48,000.00 0.00 Total Lapsed Appropriations 8,061, 160.56 33,640.63 5,800,380.88 50,000.00 0.00 2,129,139.05 48,000.00 0.00 Net Appropriations 5,802,031.13 218,259.37 2,196,093.79 0.00 250,000.00 3, 137,677.97 0.00 0.00 Total Caoital Funds Available 4,850 854.77 599 062.95 1,923,304.87 419 295.14 126,316.48 818,201 .58 I 664 373.75 I 300,300.00 9 Table 1: Contributions, Appropriations, and Capital Funds Available As of June 30, 2016 Totals Total Contributions Total Appropriations Total Lapsed Appropriations Net Appropriations Total Caoital Funds Available County Totals Fire Parks Police Solid Waste Roads 10,652,885.90 81 7,322.32 4, 119,398.66 419,295.14 376,316.48 3,955,879.55 13,863, 191 .69 251 ,900.00 7,996,474.67 50,000.00 250,000.00 5,266,817.02 8,061 ,160.56 33,640.63 5,800,380.88 50,000.00 0.00 2, 129, 139.05 5,802,031 .13 218,259.37 2, 196,093.79 0.00 250,000.00 3, 137,677.97 4,850,854.77 599,062.95 1,923,304.87 419,295.14 126,316.48 818,201.58 Special Road Earmarks 664,373.75 300,300.00 48,000.00 0.00 48,000.00 0.00 0.00 0.00 I 664,373.75 300,300.00 10 Table 2: Total In Lieu Contributions Through June 30, 2016 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 06/16/2009 Hale Wailani Partners/Nansay Hawaii:759 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710 49 Lots paymem rn Kona1a i.;oasi vmumeer i-1re i.;o (JJ RS credits) 833,320.00 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 02/09/2004 02/09/2004 Big Island Country Club Estates (Spear):767 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710 Puuanahulu Community Center payment to Waikoloa Village Assn for Hooko St Park payment to non-County for Waimea skatebd park 1,460,000.00 37,700.00 60 ,000.00 04/28/2004 Towne Realty, lnc./Towne Dev of Hawaii:450 & 849 YMCA conveyance 1,625,000.00 07/19/2004 11 /30/2004 Kaomalo LLC (R. Smart Rev Persl Trst):715 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710 Waimea multi-purpose athletic field Reimbursement cost of new sign for Spencer Park 339,479.30 582.80 01/10/2005 Sunstone Realty Partners X LLC:996 Honl's Beach Park Improvements Credit for cost of Kamehameha Park restroom 305,721 .00 01/20/2005 02/22/2005 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710 design Deposit into DHHL account for park improvements on DHHL lands at Kawaihae 15,667.44 100,000.00 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 06/06/2012 Oceanside 1250:765 & 812 Kaomalo LLC (R. Smart Rev Pers! Trst):715 Shoreline Park Land Value and Improvements t-'nase 111-ne1gnoornooa parK Sile improvements 3,486, 182.00 321 ,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 11 Table 2: Total In Lieu Contributions Through June 30, 2016 Roads Date Name Memo Amount 06/18/1997 02/09/1998 06/30/1999 12/01/1999 11/24/2000 01125/2001 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 10/18/2007 02/21/2008 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 Kana 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 Kana Aina LLC/Welton, Walter & Susan: 1001 Hualalai Vistas LLC:1026 Hilo One, lnc.:833 Kaomalo LLC (R. Smart Rev Persl Trst):715 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 7 lots+ Credit for roads approved by Res 516-06 45 lots 8 lots inc. CPI adj. Phase Ill connector road 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 10/27/2008 02/26/2009 Hale Wailani Partners/Nansay Hawaii:759 Towne Realty, lnc./Towne Dev of Hawaii:450 & 849 credit per revised appraisal of roadway (49 lots) Laaloa Street Extension EA Work 52,500.00 63,900.00 12 Table 2: Total In Lieu Contributions Through June 30, 2016 Roads (cont) Date 0912012010 11 /14/2011 02/09/2012 03/2 0/2012 02/18/2015 07/23/2015 Total Roads TOTAL IN LIEU CREDITS Name Nobriga, Karl:1000 DuPonte, Douglas & Joseph/Hakalau Farms:860 Akiyama, Kevin Ken:10-125 Plant-Mason Family Trust:06-37 Nagata, Edward: 09-99 Hualalai Vistas LLC:1026 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 credit for future road widening per Res 41-15 credit for Mamalahoa Highway intersection Amount 6,749.26 49 ,592.14 1,551.00 35,000.00 2,400.00 182,628.45 20,404,709.06 30,763,681.14 13