HomeMy WebLinkAboutJUNE 30, 2017 ANNUAL FAIR SHARE REPORTHarry Kim
Mayor
West Hawai`i Office
74-5044 Ane Keohokalole Hwy
Kailua-Kona, Hawai`i 96740
Phone (808)323-4770
Fax (808) 327-3563
January 26, 2018
County of Hawaii
PLANNING DEPARTMENT
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, 2017
Michael Yee
Director
Daryn Arai
Deputy Director
East Hawai`i Office
101 Pauahi Street, Suite 3
Hilo, Hawai`i 96720
Phone(808)961-8288
Fax (808) 961-8742
Transmitted herewith, please find an original and 10 copies of the Fair Share Annual Report as
of June 30, 2017.
The primary intent of this annual report is "for the council's review and use in the formulation of
the capital budget" (Hawai`i County Code Section 2-162.1(a)). Fair Share contributions are the
most significant of all community benefit assessments and exactions in terms of generating a
revenue source or in-kind contributions for capital improvements. We hope this report will be
useful to the Council and administrative agencies to utilize the Fair Share account as an
additional funding source for capital projects.
If you have any questions, please feel free to contact April Surprenant or Bethany Morrison in
my department.
Sincerely,
MICHAEL YEE
Planning Director
BJM:ja
\\COH33\planning\public\wpwin60\Fair Share\Annual Reports \2016-2017 Annual Report\2016-2017 Fair Share AR Cover.doc
Enclosure: Fair Share Annual Report as of 6-30-17
www.hiplanningdept.com
Hawai 'i County is an Equal Opportunity Provider and Employer planning@hawaiicountv.gov
JAN 2 6 2018
Honorable Valerie T. Poindexter, Chairwoman & Presiding Officer
and Members of the County Council
January 26, 2018
Page 2
cc with report:
Mayor's Office
Finance Department
Department of Public Works
Department of Environmental Management
Department of Parks & Recreation
Fire Department
Police Department
Planning Commission Division
Long Range Division
FAIR SHARE ANNUAL REPORT
As OF JUNE 30, 2017
January 26, 2018
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 Hawaii County Code Section 2-162.1, this report summarizes Fair Share contributions,
appropriations, and total capital funds available as of the end of FY 2016-2017 (June 30, 2017).
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, 2017, a total of $10,675,088.15 in cash contributions had been made, not including the park
dedication fund. In that same period, there were $6,730,190.15 in net appropriations. This left a Fair Share fund balance totaling
$3,944,898.00.
Table 2: In Lieu Contributions. In lieu credits, which require County Council approval by resolution or ordinance, include
improvements paid for by the applicant, planning or design services paid by the applicant for capital improvement projects, land
dedicated to the County or another approved entity, or cash paid to an approved non -County entity. Table 2 details the value of in lieu
assets credited through June 30, 2017.
This page is intentionally left blank.
2
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2017
#� a v a pp,,m'.,, 4 ..'m p Mai
<•,".a`:�,>x_. . .3,?`cv1.'*�5.,'F.a'a.5w9. u..'.vi "rt
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Cash Contributions��
Nakahara, Scott:813(4/26/2001)
1,995.66
20,945.10
1,010.40
873.72
0.00
Total Cash Contributions Thru 6/30/17
1,995.66
20,945.10
1,010.40
873.72
0.00
Appropriations
Paauilo Volunteer Garage:10-60 (7/1/2010)
1,900.00
Honokaa Skate Park: 13-66 (7/1/13)
20,000.00
Total Appropriations Thru 6/30/17
1,900.00
20,000.00
0.00
0.00
0.00
Lapsed Appropriations
Paauilo Volunteer Garage:10-60 (lapsed 6/30/2013)
1,900.00
Honokaa Skate Park: 13-66 (lapsed 6/30/16)
20,000.00
Total Lapses Thru 6/30/17
1,900.00
20,000.00
0.00
0.00
0.00
Total Capital Funds Available: Hamakua
g -n ,x m ,.amu..$:.
a„+, ,s:r .+a
:a�'c:aii`..r
1,995 66
20,945.10
.ii ' �ri.i:
1,010.40
•,
873.72
0.00
� M y
.� ,.... .a�...."
Cash Contributions
(Total Cash Contributions Thru 6/30/17
0.00
0.00
0.00
0.00
0.00
Appropriations
Total Appropriations Thru 6/30/17
0.00
0.00
0.00
0.00
0.00
Total Capital Funds Available: Ka'0
• s qa u"7 .�5 r'"°"'W'��`
f., 'z'P&. "+,:-
0.00
gz+
0.00
A "
0.00
.^ iT
0.00
0.00
.a. �°'
"�s+° h "?,p b:`.4
Cash Contributions
Nobriga, Kar1:1000 (9/20/2010)
723.76
7,596.08
366.44
316.86
0.00
Total Cash Contributions Thru 6/30/17
723.76
7,596.08
366.44
316.86
0.00
Appropriations
'Total Appropriations Thru 6/30/17
0.00
0.00
0.00
0.00
0.00
Total Capital Funds Available: North Hilo
rs ` R ��?'^°$� �: t � ,k {•:., .�.»,§ `ny to 'P�'xf fi hi
5"•".'at*`^M. .%4 `vim � .'� 3..u�.:.,2 ... `�'i:d�R'".i�:aev 4.d}{yR
Cash Contributions
wt . i Y R a at" `i
h.cfifi �
723.76
!�?yvY ,¢p'.�i 'M
fTi' �{i} b
7,596.08
L `?', z„ $}M M }' "�
*` S{sw 'A
366.44
� '� h y„ S A.,„4°,
�(t' "d, �a
316.86
., , ..... 'A.wr'i
, i,�t
0.00
.:•: Ya"."5y`11
a
y. ry. i'"'i� ,.n` 3 GX
tiii �..�. 't".�`w�'��.i7r. ,::'
� a5 � „'h yya
gil�h.§i.i�.
.4*2
,.
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
7,102.43151,280.16
Hanaula Village Partners LLC:883 (8/1/06)
12,537.84
6,348.14
5,489.M
116,920.22
Kohala Preserve Con Trst (Surety Kohala):747 (12/7/07)
501.54379,495.69
245.22
33,585.24
Hawaii Island CDC:05-28 (5/11/09)
1,377.18
14,453.79
697.26
602.94
EWM Investments LLC: 10-123 (11/22/2013)
4,986.81
52,337.97
2,524.77
2,183.31
i
a00
Hanaula Village Partners LLC:883 (8/10/16)
8,695.55
Total Cash Contributions Thru 6/30/17
583,562.09
19,051.42
i
Appropriations
Hooko Street Park (Waikoloa):04-17 (2/11/04)
102,300.00
Waimea Park:07-14 (2/21/07)
149,000.00
Kamehameha Park Comfort Station:07-15 (2/21/07)
250,000.00
Kamehameha Park Comfort Station add'I:07-62 (4/17/07)
130,000.00
Traffic Calming Improvements:16-73 (7/1/16)
150,000.00
Total Appropriations Thru 6/30/17
aoci
631,300.00
0.00
iii
150,000.00
Lapsed Appropriations
Waimea Park:07-14 (lapsed 6/30/09)
149,000.00
Kamehameha Park Comfort Station:07-15 (lapsed 6/30/09)
504.31
Total Lapses Thru 6/30/17
iii
149,504.31
0.00
iii
0.00
Total Capital Funds Available: North Kohala
38,129.73
101,766.40
19,051.42
16,719.40
187,977.54
3
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2017
4
Cash Contributions
Towne Realty, Inc./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, Inc):709 & 524 (4/18/94)
50,907.31
Mudd, Ritchie:725 (8/30/94)
21,000.00
Mary/ Development:748 (218/95)
50,000.00
Ohia Development Corporation:639 (2/26/95)
21,000.00
Keauhou Sunset Corp (Luri Corp):633 (8/7/95)
10,000.00
Hawaii Island CDC.:Hualalai Elderly (1/1/97)
200,000.00
Stephenson, Howard:789(2/20/1997)
1,995.66
20,945.10
1,010.40
873.72
18,610.08
Cherry, James:786 (3/19/1997)
2,328.27
24,435.95
1,178.80
1,019.34
21,711.76
Bezona, Norman:785 (6/26/1997)
332.61
3,490.85
168.40
145.62
1,601.68
Robinson, Bruce:788(10/2/1997)
2,328.27
24,435.95
1,178.80
1,019.34
21,711.74
Beall, Alan:815 (10/15/1997)
665.22
6,981.70
336.80
291.24
6,203.36
Cardin, James:908 (10/15/97)
15,508.40
Branco, William:780 (1/15/1998)
997.83
10,472.55
505.20
436.86
9,305.56
Hao Street Hui:850 (1/27/1998)
1,330.44
13,963.40
673.60
582.48
12,406.72
Dungate, Peter:852 (2/9/1998)
1,330.44
13,963.40
673.60
582.48
Mary! Development:748 (3/16/98)
50,000.00
Mascari, Leonard:828 (11/10/1998)
665.22
6,981.70
336.80
291.24
6,203.36
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (6/21/1999)
9,313.08
4,715.20
4,077.36
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (6/21/1999)
8,980.47
4,546.80
3,931.74
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (6/21/1999)
7,650.03
3,873.20
3,349.26
Harry Foster Irrevocable Trust:859 (6/30/1999)
1,968.66
20,945.10
1,010.40
900.90
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (7/1/1999)
8,315.25
4,210.00
3,640.50
Carlson Realty Co.:830 (11/4/1999)
1,330.44
13,963.40
673.60
582.48
12,406.72
Moody, Lyle:829 (2/9/2000)
665.22
6,981.70
336.80
291.24
6,203.36
Paul, James:787 (2/23/2000)
1,330.44
13,963.40
673.60
11,541.40
Paul, James:787 (2/28/2000)
582.48
865.32
Cardin, James:908 (3/6/2000)
1,663.05
17,454.25
842.00
728.10
Nackowski, Robert:887 (3/30/2000)
2,660.88
27,926.80
1,347.20
1,164.96
24,813.44
Wilson, Randi:874 (8/16/2000)
665.22
6,981.70
336.80
291.24
6,203.36
Bush, Marion:878 (9/19/2000)
1,663.05
17,454.25
842.00
728.10
15,508.40
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (11/6/2000)
11,308.74
5,725.60
4,951.08
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (11/6/2000)
6,652.20
3,368.00
2,912.40
Ruis, Antone:790 (12/29/2000)
2,328.27
24,435.95
1,178.80
1,019.34
21,711.76
Dungate, Peter:920 (1/16/2001)
4,323.93
45,381.05
2,189.20
1,893.06
40,321.84
Sunstone Realty Partners X LLC:437 (6/15/01)
149,399.80
Knapp, Gregory:816 (6/19/2001)
665.22
6,981.70
336.80
291.24
6,203.36
Harry Foster Irrevocable Trust:859 (10/11/2001)
4,323.93
45,381.05
2,189.20
1,893.06
Newlon, Geoffrey & Janet:870 (11/19/01)
7,239.16
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (2114/2002)
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, Inc./Towne Dev of Hawaii:450 & 849 (8/14/2002)
13,132.04
6,648.86
5,749.40
4
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2017
5
rr i
King, Roy E.:991 (11/25/02)
r
,&
55,133.40
Maniniowali Equity Company LLC:940 (12/4/2002)
46,565.40
23,576.00
20,386.80
Kamehameha Investment Corp:964 (1/31/2003)
723.76
7,596.08
366.44
316.86
6,749.26
Kamehameha Investment Corp1:959 (1/31/2003)
3,618.80
37,980.40
1,832.20
1,584.30
33,746.30
Kamehameha Investment Corp:947 (1/31/2003)
10,976.13
115,198.05
5,557.20
4,805.46
102,355.44
Windward Enterprises, Inc.:897 (3/21/2003)
1,330.44
13,963.40
673.60
582.48
12,406.72
Windward Enterprises, Inc.:897 (5/8/2003)
117.08
1,228.76
59.28
51.24
1,091.80
Kona Hwn Vac Ownership (Towne Dev.):436 (6/26/2003)
36,700.24
11,930.58
16,357.74
Kona Hwn Vac Ownership (Towne Dev.):436 (8/1/2003)
277,490.34
Exchange Property Corporation:853 (8/14/2003)
2,328.27
24,435.95
1,178.80
1,019.34
21,711.76
Sunstone Realty Partners X LLC:437 (12/17/03)
64,852.80
Gomes Family Limited Partnership:993 (4/23/2004)
5,428.20
56,970.60
2,748.30
2,376.45
50,619.45
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (5/13 2004)
5,311.45
2,689.18
2,325.41
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (5/20 2004)
15,934.50
8,067.60
6,976.35
Rinkenbach, Keven & Patricia:944 (7/16/2004) i
2,660.88
27,926.80
1,347.20
1,164.96
Hualalai Development Company (frmrly Kaup:926 (8/17/2004)
3,743.96
39,294.09
1,895.52
1,639.11
34,913.45
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (8/30/2004)
10,623.00
5,378.40
4,650.90
Young, Dennis:1003 (9/16/2004)
3,618.80
37,980.40
1,832.20
1,584.30
Grover, Richard & Christin:1040 (9/24/04)
37,888.00
Hualalai Development Company (frmrly Kaup:926 (10/5/2004)
27,228.80
285,775.20
13,785.60
11,920.80
253,916.00
International Development Projects. Ltd.:801 (11/12/2004)
1,431.29
15,021.83
724.66
626.64
Sunstone Realty Partners X LLC:996 (1/5/2005)
28,357.29
9,218.43
12,639.51
Kona Scenic Land, Inc.:854 (2/8/2005)
6,961.53
73,063.49
3,524.61
3,047.83
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (2/10/2005)
8,144.30
4,123.44
3,565.69
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (4/4/2005)
203,621.54
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (4/29/2005)
8,047.82
4,074.62
3,523.30
Knierim, Phil:1056 (5/12/05)
47,360.00
Uluwehi Properties, LLC:1036 (7/7/2005)
8,704.20
91,352.40
4,406.80
3,810.80
81,168.20
David DeLuz Sr Enterprises:982 (7/28/2005)
12,665.80
6,412.70
5,545.05
Easley, Bruce:04-30 (8/2/05)
9,472.00
Hualalai Development Company (frmrly Kaup:926 (8/4/2005)
7,383.60
77,493.78
3,738.42
3,232.74
68,854.59
Star Market, Ltd:895 (9/14/2005)
7,459.24
Star Market, Ltd:895 (9/19/2005)
710.72
359.84
311.16
6,627.68
Easley, Taylor:1031 (10/25/05)
18,944.00
Gannon, James P.:834 (10/28/2005)
2,560.60
26,874.68
1,296.47
1,121.05
5,378.61
Deutsch, Kristina:04-29 (12/21/05)
9,472.00
Gannon, James P.:834 (1/10/2006)
2,000.00
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849 (2/2/2006)
2,194.86
1,111.26
960.90
Nani Kona Aina LLC/Welton, Walter & Susan:1001 (2/21/2006)
6,151.96
64,566.68
3,114.74
2,693.31
Sunstone Realty Partners X LLC:437 (5/17/06)
135,700.00
Ken World, Inc.:832 (6/2/2006)
4,023.41
42,231.64
2,037.31
1,761.65
37,523.53
Big Island Country Club Estates (Spear):767 (7/6/06)
20,540.68
17,761.36
Bond, Thad:1058 (7/14/06)
9,472.00
Kam Center Specialty Corp:980 (9/5/06)
763.50
Bart Cahoon Trust:989 (12/26/2006)
2,533.16
26,586.28
1,282.54
1,109.01
Clapp, Eugene:1032 (12/29/06)
28,416.00
5
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2017
6
�,, a a a"'"�`^•« a+ ? ;fit*
Hawaii Island CDC.:Hualalai Elderly (1/1/07)
�"*'
M1
f
s
ty',Y
Wb
100,000.00
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)
9,921.20
KPC Villages LLC:04-33 (3/28/2008)
47,437.35
1,499.25
2,055.60
Sunstone Realty Partners X LLC:437 (5/20/08)
483,800.00
Gesling, Scott:05-24 (12/5/08)
14,986.80
Gesling, Scott:05-24 (12/5/08)
14,986.80
Patterrson, David&Susan (aka Totah, John):05-21 (10/4/10)
9,991.20
Yim, Lerrol & Andrea:05.8 (1/4/11)
9,991.20
Ken World, Inc.:832 (7/11/2011)
2,648.64
27,798.37
1,341.00
1,159.60
24,699.30
Kona Country Club, Inc.: 09-98 (8/23/12)
15,331.14
160,905.34
7,762.14
6,712.05
142,967.10
Kona Hwn Vac Ownership (Towne Dev.):436 (7/19/13)
435,188.88
Kona Hwn Vac Ownership (Towne Dev.):436 (8/15/13)
8.00
Hualalai Dev Co (tmrly Kaupulehu):926 (11/15/2013)
5,523.24
57,967.68
2,796.36
2,418.12
51505.20
Towata Trust: 11-148 (10/07/14)
565.89
5,939.22
286.51
247.75
5,277.10
Mather Trust: 04-31(11/14/14)
10,511.08
Smith, Tom: 1048 (4/8/15)
3,675.70
38,577.99
1,861.01
1,609.30
Feeney, Sean (aka Olin, Scott): 06-50 (6/23/15)
10,368.57
Joyce E. Gregory Family Trust (fka: Wintson Nicholson): 06-000048 (8/24/15)
10,368.57
Joyce E. Gregory Family Trust (fka: Wintson Nicholson): 06-000048 (10/7/15)
410.60
Sean Feeney and Robin Ledson (fka: Scott Olin): 06-000050 (7/16/15)
410.60
Kabumoto, Gifford:03-128 (3/16/16)
23,540.09
Lorant Trust:15-188 (8/8/16)
13,506.70
Total Cash Contributions Thru 6/30/17
456,420.31
2,668,764.41
239,014.10
218,176.46
2,733,877.50
647,880.45
300,000.00
Appropriations
Alii Highway Planning:90-118 (9/26/90)
158,000.00
Mamalahoa/Kaloko intersection:94-92 (9/2/94)
48,000.00
Kailua Park Equipment:95-104 (8/23/95)
50,000.00
District 8 Park Improvements:95-114 (9/26/95)
50,907.31
Kahaluu Park Improvements:96-95 (9/1/96)
10,000.00
Kalaoa Police Substation:03-90 (7/1/03)
50,000.00
Pualani Estates Park:04-70 (1/1/04)
100,000.00
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 PIan: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 (711/08)
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) 1
250,000.00
6
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2017
7
Kaiminani Drive Roadway Improvements, Phase 1:11-60 7/1/11)
1,250,000.00
Royal Poinciana Sidewalks and Drainage:11-60 (7/1/11)
100,000.00
Alii Drive Off Street Parking:11-60 (7/1/11)
210,000.00
North Kona Connector Roads:11-60 (7/1/11)
378,000.00
Makaeo Skateboard Park:12-95 (6/27/12)
35,000.00
Kailua Park - New Canoe Hale:12-87 (7/1/12)
704,000.00
Kona Emerg. Shelter & Multi-purpose Event Center:13-36 (3/27/13)
154,264.36
Alii Kai Subdivision New Park Development: 14-82 (7/1/14)
1,280,000.00
West Hawai'i Traffic Signal Improvements:15-58 (7/1/15) I
835,106.77
Ane Keohokalole Highway- Hinalnai to Kaiminani: 16-106 (11/4/16)
84,256.00
Lapsed
Total Appropriations Thru 6/30/17
Appropriations
200,000.00
7,043,171.67
50,000.00
197,722.42
4,662,969.79
48,000.00
0.00
� ..
Mamalahoa/Kaloko intersection:94-92 (6/30/97)
48,000.00
Kalaoa Police Substation:03-90 (lapsed 6/30/06)
50,000.00
Pualani Estates Park:04-70 (lapsed 6/30/06)
100,000.00
Alii Kai Subdivision Park (lapsed 6/30/08)
822,000.00
Kauhale connection:05-171 (lapsed 6/30/08)
377,957.68
Kailua Park Master Plan:06-80 (lapsed 6/30/09)
700,000.00
Alii Kai Subdivision Park:06-80 (lapsed 6/30/09)
335,000.00
Pualani Playground:06-80 (lapsed 6/30/09)
100,000.00
Alii Kai Subdivision Park:07-83 (lapsed 6/30/10)
317,900.00
Mamalahoa Bypass:08-60 (lapsed 6/30/10)
242,134.92
Alii Kai Subdivision Park:08-79 (lapsed 6/30/11)
822,000.00
North Kona Connector Roads:08-79 (lapsed 6/30/11)
378,000.00
Mamalahoa Bypass Mitigation:10-80 (lapsed 6/30/13)
243,000.00
Alii Kai Subdivision New Park Development:11-60 (lapsed
6/30/14)
1,000,000.00
Kona Dog Park (Kealakehe Regional Park):11-60 (lapsed
6/30/14)
30,000.00
Banyan's Beach Park:11-60 (lapsed 6/30/14)
250,000.00
Royal Poinciana Sidewalks and Drainage:11-60 (lapsed 6/30/14)
100,000.00
Alii Drive Off Street Parking:11-60 (lapsed 6/30/14)
210,000.00
North Kona Connector Roads:11-60 (lapsed 6/30/14)
378,000.00
Makaeo Skateboard Park:12-95 (lapsed 6/30/14)
10,854.21
Kalaoa Fire Station:05-87 (lapsed 6/30/08)
11,348.34
Kailua Park - New Canoe Hale:12-87 (lapsed 6/30/15)
704,000.00
Alii Kai Subdivision Park:07-83 (lapsed 6/30/15)
855.00
Kona Emerg. Shelter & Multi-purpose Event Center:13-36 (lapsed 6/30/15)
154,264.36
Total Lapses Thru 6/30/17
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 Kona
267,768.65
972,466.31
239,014.1
20,454.04
0.31
647,880.45
300,000.00
7
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2017
e.}.+".�', �'..�4F'i �a.. p�W:vc .�"ve ����.s�i,�5'd.tka"...S.e..
Cash Contributions
f��k�1 �}w.,tkY�LY'.i iT^"
� �"+s�fJ a,. a +. ''
.. �A
r.. �
..1
.
.. .4
,.
n#3✓ a»..fi: s.t".,,i.i£. 4.'3�£y��n'„�t....n��':.
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 6/30/17
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 6/30/17
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 6/30/17
0.00
78,215.00
0.00
0.00
0.00
Total Capital
Cash Contributions
Funds Available: North & South Kona
119 40699
78 215.15
60,455.60
0.00
0.00
(Total Cash Contributions Thru 6/30/17
0.00
0.00
0.00
0.00
0.00
Appropriations
'Total Appropriations Thru 6/30/17
0.00
0.00
0.00
0.00
0.00
Total Capital Funds Available: Puna
a.
� ,a: k»M1`Y,.,..«.s+F..•.,, 2 v s,y�, w'". ti.{
z,fi. ..4w.. "�..:w�,eia,.P
Cash Contributions
x+ fA v C'�a ,'�'�",
;'rte,+..,5n,..... ..:5;'r'�w.
0.00
,z`�C4�4wr k"
m .. , uti
0.00
rs; "ai f �ri�* W�'
,. ., s tky,
0.00
,<.. f
,.: •v
0.00
,..._, `°$^e`x
0.00
o. . ,s le �i
qp..""^' e
"4
"t bS,..s` �t
,, cw ......„...`..vPa..±ti5.r4.uc.
+� 'rz *a`.=
Kealakekua Ranch:580 (12/4/92)
161,250.00
Bush, Marion:864 (1/28/00)
1,995.66
20,945.10
1,010.40
873.72
18,610.08
Kona Scenic Land, Inc.:775 (4/26/01)
1,895.88
19,897.80
959.88
830.04
17,679.60
Central Kona Land:951 (5/21/01)
1,995.66
20,945.10
1,010.40
873.72
18,610.08
Total Cash Contributions Thru 6/30/17
5,887.20
61,788.00
2,980.68
2,577.48
216,149.76
Appropriations
Napoopoo/ Mamalahoa Impr:94-92 (9/2/94)
161,250.00
Napoopoo Park Improvements:12-87 (7/1/12)
25,000.00
Kona Emerg. Shelter & Multi-purpose Event Center:13-36
(3/27/13)
36,788.00
West Hawaii Traffic Signal Improvements:15-58 (7/1/15)
164,893.23
Total Appropriations Thru 6/30/17
0.00
61,788.00
0.00
0.00
326,143.23
Lapsed Appropriations
Napoopoo/ Mamalahoa Impr:94-92 (lapsed 6/30/97)
109,993.47
Napoopoo Park Improvements:12-87 (lapsed 6/30/15)
25,000.00
Kona Emerg. Shelter & Multi-purpose Event Center:13-36 (lapsed 6/30/15)
36,788.00
Total Lapses Thru 6/30/17
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
0.00
8
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2017
� . K :7' .v"a x.`1,.,.�iSi",:,R.'hi .. Rte$', .�. a}w. e�
Cash Contributions
'fes' s ,. •,��y�...'L°
�+, r ..
}ix v
aief
k ,
�
� ak'M an4�."m. \ m r.5 �
r ;%'#e`v.}s2s sti..iG"t
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, Inc.:907 (1/25/01)
4,989.15
52,362.75
2,526.00
2,184.30
Kaomalo LLC (R. Smart Rev Persl Trst):715 (10/8/02)
19,006.90
9,623.35
8,321.50
Kaomalo LLC (R. Smart Rev 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
Kacmalo 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 6/30/17
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
Traffic Calming Improvements:16-73 (7/1/16)
46,780.11
Total Appropriations Thru 6/30/17
50,000.00
0.00
0.00
0.00
140,340.11
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
Traffic Calming Improvements (District 9): 14-82 (lapsed 6/30/17)
46,780.00
Total Lapses Thru 6/30/17
20,392.29
0.00
0.00
0.00
93,560.00
Total Capital Funds Available: South Kohala
71,698.71
70,016.33
51,079.71
44,374.54
0.00
9
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2017
mY�'"
'` 4 .•�.�.'u:.�m3v., a. i.'3.:'}.� >. a'4 A% ..va
Cash Contributions
^ d
... '£ ..e"Yda.e9;...mty
Po . � 4 A
•
v^n.�' .Tat
eA
�
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
I
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 Far ms: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, Inc.: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 (1215/08)
952.78
9,999.82
482.40
417.14
8,885.00
Hara, Arnold H and Murakami, Lillian K:07-74 (7/29/09)
504.33
5,293.15
255.34
220.80
4,703.06
Takase, AIIan: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 (3/10111)
2,179.32
22,872.85
1,103.39
954.16
20,322.90
DuPonte, Douglas & Joseph/Hakalau Farms:860 (11/14/11)
5,318.03
2,692.51
2,328.29
Akiyama, Kevin Ken:10-125 (2/9/12)
1,108.18
11,630.66
561.06
485.18
8,783.04
Chock Family Partners:01-06(9/20/12)
361.88
3,798.04
183.22
158.43
3,374.63
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
Moaniala Holdings, LLC (aka Hilo Hillside, LLC): 738 (11/24/14)
287,752.35
Camacho Holdings, LLC (tka Guy Miller):07-63 (3/30/15)
2,759.06
28,379.51
896.97
1,229.72
24,268.02
De Ponta, Jason: 14-000173(4/14/15)
601.06
6,308.37
304.32
263.15
5,305.09
300.00
Morris, Melvin & Brenda:15-34 (5/17/16)
1,223.32
12,839.26
619.36
535.58
11,407.88
Higashi, Roland: 96-121 (6/22/16)
9,987.61
5,056.72
4,372.68
B2 -II Educational Trust: 14-103 (5-17-16)
1,202.12
12,616.74
608.64
526.30
11,210.18
Total Cash Contributions Thru 6/30/17
93,452.25
637,207.05
45,336.79
41,000.44
621,094.64
30,000.00
300.00
10
Table 1: Contributions, Appropriations, and Capital Funds Available
As of June 30, 2017
Appropriations
Reed's Bay Beach Park:04-75 (7/1/04)
18,000.00
Mooheau Bandstand and Related Park Improvements:11-60 (7/1/11)
40,000.00
Kaipalaoa Landing Park Amenities and Improvements:11-60 (7/1/11)
40,000.00
Kalakaua Park Revitalization Improvements:11-60 (7/1/11)
39,000.00
Parking Facilities & Related Imprvnts in Dtwn Hilo:11-60 (7/1/11)
100,000.00
Downtown Hilo Accessibility & Mobility Imprvnts:l1-60 (7/1/11)
100,000.00
Downtown Hilo Restrooms:12-87 (7/1/12)
25,000.00
Manono Street Improvements: 13-66 (7/1/13)
66,000.00
Refund per Reso 41-15 (Edwin Y. Nagata Trust:09-99) (3/12/15)
2,400.00
Kuawa Street New Sport Fields: 17-44 (6/21/17)
400,000.00
Traffic Calming Improvements:16-73 (7/1/16)
303,219.89
Refund over payment (De Ponte,Jason: 14-000173)(11/29/16)❑
300
Total Appropriations Thru 6/30/17
0.00
562,000.00
0.00
0.00
571,619.89
0.00
300.00
Lapsed Appropriations
Mooheau Bandstand and Related Park Improvements:11-60 (lapsed 6/30/14)
40,000.00
Kaipalaoa Landing Park Amenities and Improvements:11-60 (lapsed 6/30/14)
40,000.00
Kalakaua Park Revitalization Improvements:11-60 (lapsed 6/30/14)
39,000.00
Downtown Hilo Restrooms:12-87 (lapsed 6/30/15)
25,000.00
Manono Street Improvements: 13-66 (lapsed 6/30/16)
43,272.98
Manono Street Improvements: 13-66 (lapsed 6/30/17)
9,616.98
Total Lapses Thru 6/30/17
0.00
144,000.00
0.00
0.00
52,889.96
0.00
Total Capital Funds Available: South Hilo
. t
Total Contributions
10,675,088.15
93,452.25
817,322.32
219,207.05
45,336.79
419,295.14
41,000.44
102,364.71
30,000.00
0.00
376,316.48
3,955,879.55
677,880.45
300,300.00
4,128,094.21
Total Appropriations
14,847,747.69
251,900.00
8,396,474.67
50,000.00
250,000.00
5,851,073.02
48,000.00
300.00
Total Lapsed Appropriations
8,117,557.54
33,640.63
5,800,380.88
50,000.00
0.00
2,185,536.03
48,000.00
0.00
Net Appropriations
6,730,190.15
218,259.37
2,596,093.79
0.00
250,000.00
3,665,536.99
0.00
300.00
Total Capital Funds Available
3,944,898.00
599,062.95
1,532,000.42
419,295.14
126,316.48
290,342.56
1 677,880.45
300,000.00
11
Table 2: Total In Lieu Contributions
Through June 30, 2017
02/25/2003 Big Island Country Club Estates (Spear):767
05/05/2004 Hale Wailani Partners/Nansay Hawaii:759
06/16/2009 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710
Total Fire
10/25/2001
02/25/2003
02/09/2004 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710
02/09/2004 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710
04/28/2004 Towne Realty, Inc./Towne Dev of Hawaii:450 & 849
07/19/2004 Kaomalo LLC (R. Smart Rev Persl Trst):715
11/30/2004 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710
01/10/2005 Sunstone Realty Partners X LLC:996
01/20/2005 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710
02/22/2005 Kohala Rnch Dev Crp (aka Kohala Jnt Vntr):710
10/18/2005 David DeLuz Sr Enterprises:982
11/29/2006 Hanaula Village Partners LLC(frmrly Pro):883
03/12/2008 Kaomalo LLC (R. Smart Rev Persl Trst):715
04/03/2008 Oceanside 1250:765 & 812
06/06/2012 Kaomalo LLC (R. Smart Rev Persl Trst):715
Waikoloa Beach Club LLC (Hoffee, John W.)
Big Island Country Club Estates (Spear):767
Total Parks
Release of bond for construction of Puuanahulu
Fire Station
49 Lots
payment to Kohala Coast Volunteer Fire Co (33
RS credits)
Per Director's Ltr for handicap parking
Puuanahulu Community Center
payment to Waikoloa Village Assn for Hooko St
Park
payment to non -County for Waimea skatebd
park
YMCA conveyance
Waimea multi-purpose athletic field
Reimbursement cost of new sign for Spencer
Park
Honl's Beach Park Improvements
Credit for cost of Kamehameha Park restroom
design
Deposit into DHHL account for park
improvements on DHHL lands at Kawaihae
35 lots (Res 173-05)
34 units (Res 519-06, actual in -lieu based on
amount spent)
Waimea greenways and trails easements
Shoreline Park Land Value and Improvements
Phase III- neighborhood park site
improvements
500,000.00
833,320.00
16,191.99
1,349,511.99
7,770.96
1,460,000.00
37,700.00
60,000.00
1,625,000.00
339,479.30
582.80
305,721.00
15,667.44
100,000.00
132,931.40
122,895.03
563,259.65
3,486,182.00
321,895.00
8,579,084.58
05/05/2004
Total Police
Hale Wailani Partners/Nansay Hawaii:759
12
49 Lots
421,680.00
421,680.00
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
04/07/2005
04/19/2006
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
Table 2: Total In Lieu Contributions
Through June 30, 2017
Bezona, Norman:785
Dungate, Peter:852
Harry Foster Irrevocable Trust:859
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849
Oceanside 1250:765 & 812
Parker Ranch, Inc.: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, Inc./Towne Dev of Hawaii:450 & 849
Young, Dennis:1003
Rinkenbach, Keven & Patricia:944
Kona Scenic Land, Inc.:854
International Development Projects. Ltd.:801
Sunstone Realty Partners X LLC:996
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849
David DeLuz Sr Enterprises:982
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, Inc.:833
Kaomalo LLC (R. Smart Rev Persl Trst):715
Hale Wailani Partners/Nansay Hawaii:759
Towne Realty, Inc./Towne Dev of Hawaii:450 & 849
13
payment to DPW for Kaloko street Tight
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
credit for 35 lots approved by Res 282 06
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 111 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
118,112.05
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
09/20/2010
11/14/2011
02/09/2012
Table 2: Total In Lieu Contributions
Through June 30, 2017
Nobriga, Kar1:1000
DuPonte, Douglas & Joseph/Hakalau Farms:860
Akiyama, Kevin Ken:10-125
03/20/2012 Plant -Mason Family Trust:06-37
02/18/2015 Nagata, Edward: 09-99
07/01/2315 Hualalai Vistas LLC:1026
07/14/2016 Higashi, Roland: 833
Total Roads
TOTAL IN LIEU CREDITS
14
credit for water system cost- 2 Tots
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
credit for Kulana Street improvements
6,749.26
49,592.14
1,551.00
35,000.00
2,400.00
182,628.45
93,137.25
20,615,958.36
30,966,234.93