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2021-03-24 Agenda PacketCHESTERFIELD COUNTY CHESTERFIELD, VIRGINIA 23832 AGENDA March 24, 2021 BOARD OF SUPERVISORS   JAMES M. HOLLAND CHAIR DALE DISTRICT CHRISTOPHER M. WINSLOW VICE­CHAIR CLOVER HILL DISTRICT JIM A. INGLE BERMUDA DISTRICT KEVIN P. CARROLL MATOACA DISTRICT LESLIE A.T. HALEY MIDLOTHIAN DISTRICT JOSEPH P. CASEY, Ph.D. COUNTY ADMINISTRATOR 6:00 p.m. Evening Session ­ Public Meeting Room    1.Invocation      The Honorable Jim Holland, Dale District Supervisor    2.Pledge of Allegiance      Deputy County Administrator Matt Harris    3.Approval of Minutes     4.Requests to Postpone Agenda Items and Additions, Deletions or Changes in the Order of  Presentation     5.Reports      A.District Improvement Funds (DIF) Monthly Report     6.County Administration Update     7.Board Member Reports     8.Resolutions and Special Recognitions     9.New Business      A.Consent Items      1.Real Property Requests      a.Acceptance of Parcels of Land       1.Acceptance of a Parcel of Land Adjacent to Ashton Park Drive from  Carrie E. Coyner, Successor Trustee of The Goodrich River Trust  Agreement     Page 1 of 102 Chesterfield County Board of Supervisors Meeting March 24, 2021  2.Acceptance of a Parcel of Land Adjacent to the Terminus of Boulder  Springs Drive from Principal Development Investors, LLC      3.Acceptance of Parcels of Land Adjacent to Newbys Bridge Road from  Hope Point Church      b.Conveyance of Easements       1.Conveyance of an Easement to Virginia Electric and Power Company  for a 15' Underground Easement for Service at Moseley Elementary  School       2.Conveyance of an Easement to Virginia Electric and Power Company  for a 20' Underground Easement for Service at Falling Creek Middle  School       3.Conveyance of an Easement to Virginia Electric and Power Company  for a 20' Underground Easement for Service at Chalkley Elementary  School      c.Requests to Quitclaim      1.Request to Quitclaim a Portion of a 16’ Sewer Easement across the  Property of 10141 Hull Street LLC      2.Changes in the Secondary System of State Highways, Meadowville Landing, Section 9      3.Acceptance and Appropriation of Schools Grants Totaling $120,000; Acceptance and  Appropriation of $501,514.49 in Title I Grant Funds      4.Transfer of $7,338,653.36 in existing capital project balances to purchase mega trailers for  three schools      5.Set Public Hearing        a.To Consider the Issuance by the Harrisonburg Redevelopment and Housing Authority  of up to $19,000,000 of its Multifamily Residential Rental Affordable Housing  Facility Revenue Bonds to Finance the Acquisition, Construction, and Equipping of  the Development       b.To Consider an Ordinance Amendment to Move the Polling Place for Precinct 106  from Harrowgate Elementary School at 15501 Harrowgate Road, to the New  Harrowgate Elementary School Located at 4000 Cougar Trail     10.Fifteen­Minute Citizen Comment Period on Unscheduled Matters     11.Deferred Items     12.Public Hearings     Page 2 of 102 Chesterfield County Board of Supervisors Meeting March 24, 2021  A.To Consider Proposed Ordinance Amendments Relating to Department of Utilities Fee  Changes      B.To Consider Proposed 2021 Tax Rates      C.To Consider FY2022 Proposed Budget      D.To Consider FY2022­2026 Proposed Capital Improvement Program      E.To Consider FY2022 Proposed Community Development Block Grant and the HOME  Investment Partnership Annual Plan     13.Fifteen­Minute Citizen Comment Period on Unscheduled Matters     14.Closed Session       A.1) Pursuant to § 2.2¬3711(A)(3), Code of Virginia, 1950, as Amended, to Discuss the  Acquisition by the County of Real Estate for a Public Purpose Where Discussion in an Open  Meeting Would Adversely Affect the Bargaining Position and Negotiating Strategy of the  Public Body, and 2) Pursuant to § 2.2¬3711(A)(5), Code of Virginia, 1950, as Amended, to  Discuss or Consider Prospective Businesses or Industries or the Expansion of Existing  Businesses or Industries Where no Previous Announcement Has Been Made of the  Businesses’ or Industries’ Interest in Locating or Expanding Their Facilities in the  Community     15.Adjournment      A.Adjournment and Notice of Next Scheduled Meeting of the Board of Supervisors     Page 3 of 102 CHESTERFIELD COUNTY BOARD OF SUPERVISORS AGENDA Meeting Date: March 24, 2021 Item Number: 5.A. Subject: District Improvement Funds (DIF) Monthly Report Board Action Requested: Accept the attached District Improvement Funds (DIF) Monthly Report. Summary of Information: The attached report details approved and proposed uses of DIF for FY2021. Acceptance of the report will serve as approval for staff to expend DIF funds for the proposed uses as listed. Attachments: 1.DIF Report - March 24, 2021 Preparer:Gerard Durkin, Acting Budget Director Approved By: Page 4 of 102 1 | Page DIF Report 3/24/2021 CHESTERFIELD COUNTY Monthly Report on District Improvement Funds Report Date: March 24, 2021 Prepared By: Budget and Management The County annually budgets $33,500 in discretionary funds, referred to as District Improvement Funds (DIF), for each of the five magisterial districts that are used to improve the quality of life in each district. The DIF allocations can be used for public improvements, purchase of county-owned equipment, public events or programs, public school programs, and other legally allowable expenses. In addition, if funds remain in DIF accounts at the end of each fiscal year, up to $37,500 may be reserved per district at year-end to be utilized in a future year. On July 22, 2020, the Board authorized a one-time waiver of the rollover cap on District Improvement Funds to make available in FY2021 funds that were unable to be spent due to the COVID-19 pandemic. With approval of this report, the Board consents to the use of available reserve balance, if needed. This report shows the cumulative use of District Improvement Funds for FY2021 as well as the current funding available for each district. Requests to use funds for the current month are detailed below and listed as a proposed use on the summary chart for that district. Upon Board of Supervisors acceptance of this report each month, staff will execute proposed DIF requests. There are two DIF uses proposed this month. Acceptance of this report by the Board constitutes Board approval of these requests. March 2021 Requests: Transfer up to $893.78 from the Bermuda District Improvement Fund to Streetlights for new streetlight installation at Richmond Street. Transfer up to $1,435.21 from the Matoaca District Improvement Fund to Streetlights for new streetlight installation in the Piedmont Estates subdivision. DIF Balances To Date: Bermuda – Current Balance $52,882.78 (FY21 funding plus available reserves) Request Date Use Amount 2/24/2021 North Courthouse Road library children’s picture books $1,000.00 Proposed Richmond Street streetlights $893.78 Total FY2021 Bermuda uses $1,893.78 Page 5 of 102 2 | Page DIF Report 3/24/2021 Clover Hill – Current Balance $28,109.16 (FY21 funding plus available reserves) Request Date Use Amount 8/26/2020 Communities in Schools mentoring program $2,500.00 10/28/2020 Clover Hill High School new band uniforms $1,000.00 10/28/2020 Courthouse and West Providence Road trees $7,000.00 12/16/2020 Brown’s Bluff at Colony Pointe subdivision streetlights $1,011.66 2/24/2021 North Courthouse Road library children’s picture books $1,000.00 Total FY2021 Clover Hill uses $12,511.66 Dale – Current Balance $71,593.71 (FY21 funding plus available reserves) Matoaca – Current Balance $53,037.60 (FY21 funding plus available reserves) Request Date Use Amount 11/18/2020 River Road streetlights $1,575.00 1/27/2021 Manchester High School scoreboard $7,180.00 2/24/2021 North Courthouse Road library children’s picture books $1,000.00 Proposed Piedmont Estates Subdivision streetlights $1,435.21 Total FY2021 Matoaca uses $11,190.21 Midlothian – Current Balance $90,442.00 (FY21 funding plus available reserves) Request Date Use Amount 10/28/2020 Lloyd C. Bird High School football field upgrades and improvements $3,000.00 11/18/2020 Cogbill Road at Meadow Oaks Boulevard streetlights $1,575.00 11/18/2020 Airport entrance beautification $10,240.00 2/24/2021 Meadowbrook High School light poles $2,061.00 2/24/2021 North Courthouse Road library children’s picture books $1,000.00 Total FY2021 Dale uses $17,876.00 Request Date Use Amount 11/18/2020 Oxford subdivision streetlights $1,575.00 2/24/2021 North Courthouse Road library children’s picture books $1,000.00 Total FY2021 Midlothian uses $2,575.00 Page 6 of 102 CHESTERFIELD COUNTY BOARD OF SUPERVISORS AGENDA Meeting Date: March 24, 2021 Item Number: 9.A.1.a.1. Subject: Acceptance of a Parcel of Land Adjacent to Ashton Park Drive from Carrie E. Coyner, Successor Trustee of The Goodrich River Trust Agreement Board Action Requested: Accept the conveyance of a parcel of land containing 0.026 acres adjacent to Ashton Park Drive from Carrie E. Coyner, Successor Trustee of The Goodrich River Trust Agreement and authorize the County Administrator to execute the deed. Summary of Information: Staff requests that the Board of Supervisors accept the conveyance of a parcel of land containing 0.026 acres adjacent to Ashton Park Drive from Carrie E. Coyner, Successor Trustee of The Goodrich River Trust Agreement. This conveyance is for the development of Warehouse Distribution Facility Ashton Creek Business Center and has been reviewed by the site plan team. Approval is recommended. Attachments: 1.The Goodrich River Trust Agreement Dedication Sketch 2.The Goodrich River Trust Dedication Plat Preparer:Dean Sasek, Real Property Manager Approved By: Page 7 of 102 R U F F I N M I L L R D A S H T O N P A R K D R R U F F I N M I L L P L RUFFIN MILL CT Board of Supervisors Meeting - March 24, 2021Acceptance of a Parcel of Land Adjacent to Ashton Park Drive from Carrie E. Coyner, Successor Trustee of The Goodrich River Trust Agreement Chesterfield CountyReal Property Office 1 inch = 500 feet µ 0.026 Acre Dedicatio n Page 8 of 102 Page 9 of 102 CHESTERFIELD COUNTY BOARD OF SUPERVISORS AGENDA Meeting Date: March 24, 2021 Item Number: 9.A.1.a.2. Subject: Acceptance of a Parcel of Land Adjacent to the Terminus of Boulder Springs Drive from Principal Development Investors, LLC Board Action Requested: Accept the conveyance of a parcel of land containing 0.32 acres adjacent to the terminus of Boulder Springs Drive from Principal Development Investors, LLC and authorize the County Administrator to execute the deed. Summary of Information: Staff requests that the Board of Supervisors accept the conveyance of a parcel of land containing 0.32 acres adjacent to the terminus of Boulder Springs Drive from Principal Development Investors, LLC. This conveyance is for the development of Boulders Lakes 2-Apartments and has been reviewed by the site plan team. Approval is recommended. Attachments: 1.Principal Development Investors LLC Dedication Sketch 2.Principal Development Investors LLC Dedication Plat Preparer:Dean Sasek, Real Property Manager Approved By: Page 10 of 102 P O W H I T E P K W Y S O U T H A M D R B O U L D E R S P K W Y C H I S W I C K R D BELASCO DR BROWN RD S C A R L E T O A K R D BARD LN B L U F F T O N D R BOULDER LAKE DR B O U L D E R V I E W L N H O R N B E A M R D B O U L D E R S P K W YPOWHITE P K W Y B O U L D E R S P K W Y Board of Supervisors Meeting - March 24, 2021Acceptance of a Parcel of Land Adjacent to the Terminus of Boulder Springs Drive from Principal Development Investors, LLC Chesterfield CountyReal Property Office 1 inch = 400 feet µ 0.32 Acre Dedication Page 11 of 102 11/12/2020ENGINEER: MMM CAD:TJR CK'D:MMM MIDLOTHIAN DISTRICT, VIRGINIA BOULDERS LAKE 2 - APARTMENTS Responsive People | Creative Solutions Engineers | Construction Managers | Planners | Scientists www.rkk.com P: 804.782.1903 2100 E. Cary St. Suite 309 | Richmond, VA 23223 Page 12 of 102 CHESTERFIELD COUNTY BOARD OF SUPERVISORS AGENDA Meeting Date: March 24, 2021 Item Number: 9.A.1.a.3. Subject: Acceptance of Parcels of Land Adjacent to Newbys Bridge Road from Hope Point Church Board Action Requested: Accept the conveyance of 2 parcels of land containing a total of 2.383 acres adjacent to Newbys Bridge Road from Hope Point Church and authorize the County Administrator to execute the deed. Summary of Information: Staff requests that the Board of Supervisors accept the conveyance of 2 parcels of land containing a total of 2.383 acres adjacent to Newbys Bridge Road from Hope Point Church. This conveyance is for the development of Hope Point Church Addition and has been reviewed by the site plan team. Approval is recommended. Attachments: 1.Hope Point Church Dedication Sketch 2.Hope Point Church Dedication Plat Preparer:Dean Sasek, Real Property Manager Approved By: Page 13 of 102 RT 288 NEWBYS BRIDGE RD R O C K R U N R D W IL T O N R D W A L D E N R D L E A F O R E S T T R L RT 288 Board of Supervisors Meeting - March 24, 2021Acceptance of Parcels of Land Adjacent to Newbys Bridge Road from H ope Point Church Chesterfield CountyReal Property Office 1 inch = 400 feet µ 1.189 Acre Dedicatio n 1.194 Acre Quitclaim Page 14 of 102 G P I N 7 5 0 6 7 2 1 4 7 0 D O N A L D K & L Y N N E W O O D C O C K 6 5 1 0 R O C K R U N R D . G P I N 7 5 0 6 7 2 2 3 5 8 J O N N I E T J R & I N G E B O R G M I L L N E R 6 5 2 0 R O C K R U N R D . D B 9 9 6 P G 3 7 1 G P I N 7 5 0 6 7 2 3 2 4 6 T I M O T H Y W N I E L S O N 6 5 3 0 R O C K R U N R D . D B 1 2 1 9 6 P G 4 0 3 G P I N 7 5 0 6 7 2 4 0 3 3 P H Y L L I S L H A R V E Y 6 5 4 0 R O C K R U N R D . G P I N 7 5 0 6 7 2 4 9 2 0 G L A D Y S E O R A N G E 6 5 5 0 R O C K R U N R D . G P I N 7 5 0 6 7 2 5 7 0 8 W A R R E N F R I E D E R S D O R F 6 6 0 0 R O C K R U N R D . D B 1 1 3 3 4 P G 6 1 G P I N 7 5 0 6 7 1 6 6 9 6 V I N C E N T R & L O R R A I N E B W I L S O N 6 6 1 0 R O C K R U N R D . D B 9 8 9 P G 6 0 0 G P I N 7 5 0 6 7 1 7 4 8 3 D A V I D P Z I M M E R 6 6 2 0 R O C K R U N R D . D B 6 8 4 1 P G 7 2 0 GPIN 7486715790 PHILLIP DAVID HANCOCK 10630 NEWBYS BRIDGE RD.DB 8466 PG 875 GPIN 7486717783MARSHALL B &JEANNE PINKLETON10600 NEWBYS BRIDGE RD.DB 6960 PG 78GPIN 7486718963MARSHALL B &JEANNE PINKLETON10610 NEWBYS BRIDGE RD.DB 6960 PG 78 G P I N 7 5 0 6 7 1 8 5 6 9 A N D R E W D I I I & W E N D Y G A L V I S 6 6 3 0 R O C K R U N R D . D B 9 3 7 0 P G 3 7 8 MERIDIAN PLANNING GROUP, LLC440 Premier Circle, Suite 200Charlottesville, VA 22901(P) 434.882.0121 N O T F O R R E S I D E N T I A L U S E P L A T S H O W I N G T O T A L O F 2 . 3 8 3 A C . D E D I C A T I O N A N D E A S E M E N T S F O R G P I N : 7 4 9 6 7 3 3 8 2 4 & 7 4 9 6 7 2 9 2 2 5 D A L E M A G I S T E R I A L D I S T R I C T C O U N T Y O F C H E S T E R F I E L D , V I R G I N I A S H E E T : 2 o f 2 D A T E : F E B R U A R Y 1 8 , 2 0 2 1 F I L E : H o p e P o i n t C h u r c h - S U B D . D W G P a g e 1 5 o f 1 0 2 CHESTERFIELD COUNTY BOARD OF SUPERVISORS AGENDA Meeting Date: March 24, 2021 Item Number: 9.A.1.b.1. Subject: Conveyance of an Easement to Virginia Electric and Power Company for a 15' Underground Easement for Service at Moseley Elementary School Board Action Requested: Authorize the Chairman of the Board of Supervisors and the County Administrator to execute an agreement with Virginia Electric and Power Company for a 15' underground easement for service to Moseley Elementary School. Summary of Information: Staff recommends that the Board of Supervisors authorize the Chairman of the Board of Supervisors and the County Administrator to execute an agreement with Virginia Electric and Power Company for a 15' underground easement. This is necessary to provide service to the new Moseley Elementary School. This request has been reviewed by County and Chesterfield County Public Schools staff. Approval is recommended. Attachments: 1.Moseley Elementary School Virginia Electric Easement Vicinity Sketch 2.Moseley Elementary School Virginia Electric Easement Plat Preparer:Dean Sasek, Real Property Manager Approved By: Page 16 of 102 M A G N O L I A G R E E N P K W Y COVE CREEK DR JONES RUN TRL V E R O N I C A D R Board of Supervisors Meeting - March 24, 2021Conveyance of an Easement to Virginia Electric and Power Company Chesterfield CountyReal Property Office 1 inch = 200 feetSnowD 03-01-2021 µ Moseley Elementary School7100 Magnolia Green Parkway Page 17 of 102 Page 18 of 102 CHESTERFIELD COUNTY BOARD OF SUPERVISORS AGENDA Meeting Date: March 24, 2021 Item Number: 9.A.1.b.2. Subject: Conveyance of an Easement to Virginia Electric and Power Company for a 20' Underground Easement for Service at Falling Creek Middle School Board Action Requested: Authorize the Chairman of the Board of Supervisors and the County Administrator to execute an agreement with Virginia Electric and Power Company for a 20' underground easement for service at Falling Creek Middle School. Summary of Information: Staff recommends that the Board of Supervisors authorize the Chairman of the Board of Supervisors and the County Administrator to execute an agreement with Virginia Electric and Power Company for a 20' underground easement. This is necessary to provide service to mega trailers to be installed at the school. This request has been reviewed by County and Chesterfield County Schools staff. Approval is recommended. Attachments: 1.Falling Creek Middle School Virginia Power Easement Vicinity Sketch 2.Falling Creek Middle School Virginia Power Easement Plat Preparer:Dean Sasek, Real Property Manager Approved By: Page 19 of 102 CORBRIDGE RD H O P K I N S R D LAKE HILLS RD M E L O D Y C T Board of Supervisors Meeting - March 24, 2021Conveyance of an Easement to Virginia Electric and Power Company Chesterfield CountyReal Property Office 1 inch = 200 feetSnowD 03-02-2021 µ Falling Creek Middle School4724 Hopkins Road Page 20 of 102 20 ' 575 ' 1 7 0 ' 4 5 ' QO89 COUNTY OF CHESTERFIELD4724 HOPKINS RD781691716400000 Falling Creek H o p k i n s R d Corbridge Rd Page 5 of 5OWNER INITIALS: ______________DATE:BY: LEGEND District District-Township-Borough County - City State Office Plat Number Work Request Numb er Grid Number Dale Chesterfield VA Midlothian 05-21-0014 M0045 QO8900 03-01-2021 D. Heller Chesterfield PLAT TO ACCOMPANY RIGHT-OF-WAY AGREEM ENT VIRGINIA ELECTRIC AND POWER CO MPANYdoing business as Dominion Energy Virginia UG Location of Boundary Lines of Right-of-Way20' in Width. Indicates Property Line is Right-of-Way Boundary XX' in Width.10418418 PL Scale NTS Page 21 of 102 CHESTERFIELD COUNTY BOARD OF SUPERVISORS AGENDA Meeting Date: March 24, 2021 Item Number: 9.A.1.b.3. Subject: Conveyance of an Easement to Virginia Electric and Power Company for a 20' Underground Easement for Service at Chalkley Elementary School Board Action Requested: Authorize the Chairman of the Board of Supervisors and the County Administrator to execute an agreement with Virginia Electric and Power Company for a 20' underground easement for service at Chalkley Elementary School. Summary of Information: Staff recommends that the Board of Supervisors authorize the Chairman of the Board of Supervisors and the County Administrator to execute an agreement with Virginia Electric and Power Company for a 20' underground easement. This is necessary to provide service to mega trailers to be installed at the school. This request has been reviewed by County and Chesterfield County Public Schools staff. Approval is recommended. Attachments: 1.Chalkley Elementary School Virginia Power Easement Vicinity Sketch 2.Chalkley Elementary School Virginia Power Easement Plat Preparer:Dean Sasek, Real Property Manager Approved By: Page 22 of 102 T U R N E R R D N S T E V E N S H O L L O W D R C A R I B B E A N L N Board of Supervisors Meeting - March 24, 2021Conveyance of an Easement to Virginia Electric and Pow er Company Chesterfield CountyReal Property Office 1 inch = 150 feetSnowD 03-02-2021 µ Chalkley Elem entary School3301 Turner Road Page 23 of 102 1 9 0 '1 4 0 ' 1 4 0 ' 2 2 5 ' 2 4 0 ' 2 0 ' COUNTY OF CHESTERFIELD3301 TURNER RD767694744400000 T urn er R d N S t e v e n s H o l l o w D r S e x t o n D r Hollow Wood Ct H o l l o w R i d g e C t C a r i b b e a n L n Page 5 of 5OWNER INITIALS: ______________DATE:BY: LEGEND District District-Township-Borough County - City State Office Plat Number Work Request Numb er Grid Number Central Chesterfield VA Midlothian 05-21-0015 L2346 MF91 03-01-2021 D. Heller Chesterfield PLAT TO ACCOMPANY RIGHT-OF-WAY AGREEM ENT VIRGINIA ELECTRIC AND POWER CO MPANYdoing business as Dominion Energy Virginia UG Location of Boundary Lines of Right-of-Way20' in Width. Indicates Property Line is Right-of-Way Boundary XX' in Width.10418423 PL Scale NTS Page 24 of 102 CHESTERFIELD COUNTY BOARD OF SUPERVISORS AGENDA Meeting Date: March 24, 2021 Item Number: 9.A.1.c.1. Subject: Request to Quitclaim a Portion of a 16’ Sewer Easement across the Property of 10141 Hull Street LLC Board Action Requested: Authorize the Chair of the Board of Supervisors and the County Administrator to execute a quitclaim deed to vacate a portion of a 16’ sewer easement across the property of 10141 Hull Street LLC. Summary of Information: 10141 Hull Street LLC has requested the vacation of a portion of a 16’ sewer easement as shown on the attached plat. This request is for the development of Starbucks and has been reviewed by Utilities. A new sewer easement will be dedicated. Approval is recommended. Attachments: 1.10141 Hull Street LLC Quitclaim Sketch 2.10141 Hull Street LLC Quitclaim Plat Preparer:Dean Sasek, Real Property Manager Approved By: Page 25 of 102 H U L L S T R E E T R D C O U R T H O U S E R D H U L L S T R E E T R D F S 2 4 P RIC E C L U B B L V D B R I A N R A Y C T Board of Supervisors Meeting - March 24, 2021Request to Quitclaim a Portion of a 16’ Sewer Easement across the Property of 10141 H ull Street LLC Chesterfield CountyReal Property Office 1 inch = 300 feet µ Portion of a 16' Sewer Easement to be Quitclaimed Page 26 of 102 J: \ 1 9 \ 5 0 \ 5 6 \ 5 6 1 9 0 0 5 3 . 0 0 S T A R B U C K S - H U L L S T R E E T R O A D 1 0 1 4 1 \ S U R V E Y \ D r a w i n g s \ 5 6 1 9 0 0 5 3 S E W E R D E D - V A C . d w g PLANNERS / ARCHITECTS / ENGINEERS / SURVEYORS ROANOKE / RICHMOND / NEW RIVER VALLEY / STAUNTON / HARRISONBURG / LYNCHBURG 15871 City View Drive, Suite 200 / Midlothian, Virginia 23113 / Phone (804) 794-0571 / www.balzer.cc PR E L I M I N A R Y 02-17-2021 CO. PLAN #20PR0171 CO. PROJ #19-0266 DATE: 02-17-2021 SCALE: 1" = 30' JOB: 56190053.00 DRAWN BY: WRL CHECKED BY: CMF SHEET 1 OF 1 Page 27 of 102 CHESTERFIELD COUNTY BOARD OF SUPERVISORS AGENDA Meeting Date: March 24, 2021 Item Number: 9.A.2. Subject: Changes in the Secondary System of State Highways, Meadowville Landing, Section 9 Board Action Requested: Adoption of a resolution abandoning a portion of N. Enon Church Road, State Route 746, from the Secondary System of State Highways, within Meadowville Landing, Section 9. Summary of Information: The Virginia Department of Transportation has requested the Board of Supervisors adopt a resolution abandoning a portion of N. Enon Church Road, State Route 746, from the Secondary System of State Highways, within Meadowville Landing, Section 9. This request has been reviewed by the Virginia Department of Transportation and staff. Approval is recommended. Attachments: 1.Vicinity Sketch N Enon Church Road Abandonment 2.Resolution N Enon Church Road Abandonment 3.Node Map N Enon Church Road Abandonment M-N 4.AM-4.3 VDOT Form N Enon Church Road Abandonment Preparer:Dean Sasek, Real Property Manager Approved By: Page 28 of 102 C H A N N E L M A R K D R P L N E N O N C H U R C H R D S I N K E R C R E E K DRC H A N N E L V I E W D R C H A N N E L V I E W T E R S H ALL O W COVEDR D E E P W A T E R C O V E D R B L U E W A T E R D R B L U E W A T E R T E R A N C H O R L A N D I N G D R C T P L B A S I L I A C T M E A D O W V I L L E R D MEADOWVILLE RD TIDELINE LN R O L L I N G T I D E C T C I R J A M E S O V E R L O O K D R C T S T E R N W A L K C T H E LMWAYDR D R R I V E R T I D E L I N E C I R B O A T H E L M W A Y C T A L M E R C T T W I N R I V E R S D R D O W N R I G G E R D R GALLEY PL MAINSAIL CT AL M E R LN S I N K E R C R E E K D R :1 in ch = 500 feet [ sasekd 03/04/2021 ] Abandon a Portion of N. Enon Church Road State Route 746 Ch anges in the Secondary System of State Highways Meadowville Landing Section 9 Chesterfield County, Virginia Meadowville Landing, LLC Page 29 of 102 Document No.: 2021-0121 CHESTERFIELD COUNTY: At a regular meeting of the Board of Supervisors, held in the Public Meeting Room at the Chesterfield Administration Building on March 24, 2021, at 6:00 p.m. WHEREAS, the Virginia Department of Transportation has provided a sketch and VDOT Form AM-4.3 to the Board of Supervisors which defines an adjustment required in the Secondary System of State Highways, which sketch and form are incorporated herein by reference; and, WHEREAS, a certain segment of N Enon Church Road, State Route 746, appears to no longer serve public convenience and should be abandoned as a part of the Secondary System of State Highways; and, WHEREAS, a certain segment of Channelmark Drive, State Route 7757, has been accepted into the Secondary System of State Highways. NOW, THEREFORE BE IT RESOLVED, the Board of Supervisors hereby requests the Virginia Department of Transportation to take the necessary action to abandon as part of the Secondary System of State Highways the segment of N Enon Church Road, State Route 746, identified as Segment M - N, a distance of 0.08 miles as shown on the attached sketch and Form AM-4.3 pursuant to Section 33.2-912, Code of Virginia; and, BE IT FURTHER RESOLVED, that a certified copy of this resolution be forwarded to the Permits Manager at 3301 Speeks Drive, Midlothian, VA 23112, for the Virginia Department of Transportation. Certified by: _______________________________________ Sara Hall, Clerk to the Board of Supervisors Page 30 of 102 RIVERBOAT OR K (RT 7740)Sec 7 S) cu \J\OJo/"":-::)V ""-::) c.tfl~CU ~cu vv'()-19o -I OJ -::)\51 \51'"-IF- u)-./-Q 10 ..,o ~-./ \)0 ~«,-+- o G~IA'\\ ,\-v..-+-;;:\'1~1mS~,/r6~ B Length 0.08 0.03 0.13 MEADOWVILLE RD (RT 618) o \)0 f)'\~ 00 \.-.~~0'?<O\ ~v..GY\0" 10/2019) To From P J P M I M Q ~-D ~ S)~.-III' -1-:» ())(J u)<l 011' ~ N Chesterfield County Project Meadowville Landing Sec 4,5 &7 Portion & Abandon Portion of Et 746 N Enon Church Rd Chesterfield Residency Meadowville Landing Sec 4 &Abandon Portion N Enon Church Rd (Effective Route Name Action 8004 Rolling Tide Ct Addition 8000 James Overlook Or Addition 746 N Enon Church Rd Abandon N W~ITE ~OUNT~IN ORI~E(RT 7695) -t-- ~ ~ (J~1-~1) -IS:. 0~ Length 0.30 0.10 0.05 0.07 0.04 0.21 0.01 0.01 0.02 0.05 0.03 0.13 Meadowville Landing Sec 7 Portion &Abandon Portion N Enon Church Rd (Effective 01/2021) Route Name Action To From 618 Meadowville Rd Da~a Correct A B 618 Meadowville Rd Addition B C 618 Meadowville Rd Addition C 0 7741 Sinker Creek Or Addition 0 E 8103 Helmway Or Addition 0 F 7740 Riverboat Or Addition 0 K 8J03 Helmway Or Distance Only F G 8103 Helmway Or Distance Only G H 8103 Helmway Or Distance Only H I 8103 Helmway Or Distance Only I J 7757 Channelmark Or Addition K L 746 N Enon Church Rd Abandon B I Meadowville Landing Sec 9 -Abandon N Enon Church Road 746 N Enon Church Rd Abandon M N 0.08 Meadowville Landing Sec 5 7757 Channelmark Or Addition L o 0.35 Not to Scale Page 31 of 102 In the County of Chesterfield County ICR:37497851 ---------------------------------------------------------------------------------------------------------------------------------------------------------- By resolution of the governing body adopted March 24. 2021 The following VDOT Form AM-4.3 is hereby attached and incorporated as part of the governing body's resolution for changes in the secondary system of state highways. A Copy Testee Signed (County Official): ____________________________________ _________________________________________________________________________________________________ Report of Changes in the Secondary System of State Highways _________________________________________________________________________________________________ Project/Subdivision 20 Abandon N Enon Church Road Type Change to the Secondary System of State Highways: Abandonment The following facilities of the Secondary System of State Highways are hereby ordered abandoned, pursuant to the statutory authority cited: Reason for Change: Abandonment, VDOT Project Related Pursuant to Code of Virginia Statute: §33.2-912 _________________________________________________________________________________________________ Street Name and/or Route Number N Enon Church Road, State Route Number 746 Old Route Number: 0 ------------------------------------------------------------------------------ From: James Overlook, (Rt. 8000) (M) To: Anchor Landing Drive, (Rt. 7638) (N), a distance of: 0.08 miles. VDOT Form AM-4.3 (4/20/2007) Maintenance Division Date of Resolution: October 28, 2020 Page 1 of 1 Page 32 of 102 CHESTERFIELD COUNTY BOARD OF SUPERVISORS AGENDA Meeting Date: March 24, 2021 Item Number: 9.A.3. Subject: Acceptance and Appropriation of Schools Grants Totaling $120,000; Acceptance and Appropriation of $501,514.49 in Title I Grant Funds Board Action Requested: Accept and appropriate total of $621,514.49 in Schools grants. Summary of Information: Acceptance and appropriation of two grant items brought before the School Board: 1) In regards to Memo 026-21 passed by the School Board on March 29, 2021, the School board seeks to accept and appropriate an additional $120,000 for new grants not included in the FY2021 Adopted Budget from the Jobs for Virginia Graduates to provide enhanced career development assistance to students at four high schools. Jobs for Virginia Graduates requires a 100% match, which is funded through existing staff salaries included in the FY2021 budget. 2) In regards to Memo 001-21, passed by the School Board on January 12, 2021, the School Board seeks to accept and appropriate an additional $501,514.49 received in Title I grant funds, which will be used to support the extended funding of administrative salaries and benefits, replacement of Chromebook devices and prekindergarten furniture, and additional learning materials across Chesterfield Title I schools. Attachments: 1.MEMO #026-21 FY2021 - Acceptance of New Grants 2.MEMO #001-21 FY2021 Grant Changes Preparer:Gerard Durkin, Acting Budget Director Approved By: Page 33 of 102 CHESTERFIELD COUNTY PUBLIC SCHOOLS CHESTERFIELD, VIRGINIA CCPS MEMORANDUM #026-21 Mar. 9, 2021 TO:School Board FROM:Mervin B. Daugherty, Ed.D. Superintendent SUBJECT:FY2021 - Acceptance of New Grants PERTINENT INFORMATION On May 12, 2020, the School Board adopted the FY2021 annual financial plan totaling $769,687,800 for all funds, including $37,324,200 for the Grants Fund. The school division was recently awarded three new grants, which are listed and described below. In accordance with Policy 7130, the School Board must accept all grants prior to the expenditure of funds. Awards for New Grants (not included in the FY2021 Adopted Budget): 1) The Richmond Forum $7,500 The Richmond Forum has provided an additional $7,500 to support speech and debate activities. Cosby High and Midlothian High will each receive $3,750 to host speech and debate tournaments. This funding is in addition to the $9,923 received in the fall for tournament participation. 2) The Joyner Foundation $10,000 Ecoff Elementary has received $10,000 from the Joyner Foundation to implement a School House System within the school. The School House System divides the school into five houses with all of the grades represented in each house.The School House System promotes the school’s core values and teaches students how to live as a family. The above-listed grants do not require a match. 3) Jobs for Virginia Graduates $120,000 Funds were awarded to Chesterfield County Public Schools to develop programs to provide enhanced career development assistance to students identified as needing additional guidance. New programs will be established at L.C. Bird High,Meadowbrook High, and the Phoenix Center. Carver College & Career Academy, Matoaca High,and Thomas Dale High will participate in a partnership program. Each program will receive $30,000. The above-listed grant requires a 100% match. This match will be funded by existing staff salaries. Page 34 of 102 RECOMMENDED ACTION It is recommended that the School Board: a)Accept the new grants as described above that were awarded after the adoption of the FY2021 budget; and, b)Request that the Board of Supervisors increase the Instruction appropriation category by $120,000 for the Jobs for Virginia Graduates Grant. MBD/RJM Page 35 of 102 Memo #026-21 Attachment A VIRGINIA:At a regularly scheduled meeting of the Chesterfield County School Board held Tuesday evening,March 9, 2021,at 6:30 pm in the Public Meeting Room at the Chesterfield County government complex PRESENT:Ryan M. Harter,Chair Ann C. Coker, Vice Chair Dorothy L. Heffron Debbie G. Bailey Kathryn S. Haines RESOLUTION WHEREAS, Chesterfield County Public Schools has been awarded additional funds for Jobs for Virginia Graduates; and,WHEREAS, these additional funds have necessitated an increase in the instructional appropriation category in the grant fund. NOW, THEREFORE, BE IT RESOLVED , that on motion of __________________, seconded by__________________, the School Board hereby requests that the Board of Supervisors approve the increase of the Instruction appropriation category by $120,000. ___________________________________ Robert McDaniel, Clerk ___________________________________ Mervin B. Daugherty, Ed.D., Superintendent Page 36 of 102 CHESTERFIELD COUNTY PUBLIC SCHOOLS CHESTERFIELD, VIRGINIA CCPS MEMORANDUM ​#001-21 Jan. 12, 2021 TO: School Board FROM: Mervin B. Daugherty, Ed.D. Superintendent SUBJECT: FY2020 Grant Changes PERTINENT INFORMATION On ​May 12, 2020,​ the School Board adopted the FY2021 annual financial plan totaling $769,687,800 for all funds, including $37,324,200 for the Grants Fund. The VDOE has released some funding for the 2019-20 Title I Part A grant to school divisions. This release of additional funding is due to reduced state-level spending in the school improvement set-aside categories and an additional return of federal funds to Virginia. The FY2020 Title I, Part A Grant has increased $501,514.49. These funds will be utilized to support the extended funding of administrative salaries and benefits, replacement of Chromebook devices and prekindergarten furniture, and additional learning materials across Title I schools. RECOMMENDED ACTION The Superintendent recommends that the School Board approve the Resolution at Attachment A and request that the Board of Supervisors increase the Instruction appropriation category by $501,514.49 for the Title I grant. MBD/RJM/ds Page 37 of 102 Memo #001-21 Attachment A VIRGINIA:At a regularly scheduled meeting of the Chesterfield County School Board held Tuesday evening,January 12, 2021,at 6:30 pm in the Public Meeting Room at the Chesterfield County government complex PRESENT:Debbie G. Bailey, Chair Dorothy L. Heffron, Vice-Chair Ann C. Coker Ryan M. Harter Kathryn S. Haines RESOLUTION WHEREAS​, Chesterfield County Public Schools has been awarded additional funds for Title I; and, ​WHEREAS​, these additional funds have necessitated an increase in the instructional appropriation category in the grant fund. NOW, THEREFORE, BE IT RESOLVED​, that on motion of __________________, seconded by__________________, the School Board hereby requests that the Board of Supervisors approve the increase of the Instruction appropriation category by $501,515. ___________________________________ Robert McDaniel, Clerk ____________________________________ Mervin B. Daugherty, Ed.D., Superintendent Page 38 of 102 CHESTERFIELD COUNTY BOARD OF SUPERVISORS AGENDA Meeting Date: March 24, 2021 Item Number: 9.A.4. Subject: Transfer of $7,338,653.36 in existing capital project balances to purchase mega trailers for three schools Board Action Requested: Approve the transfer of $7,338,653.36 in existing capital project balances to purchase mega trailers for three schools. Summary of Information: Request the approval of the transfer of $7,338,653.36, from existing balances in CIP projects near completion, Harrowgate Elementary and Matoaca Elementary, to fund the purchase of five mega trailers to be located at Falling Creek Middle School (3 trailers), JA Chalkley Elementary School (1 trailer), and JG Hening Elementary School (1 trailer). This action will leave sufficient balances in existing projects to support anticipated expenses for referendum project preparation. Attachments: 1.MEMO #027-21 Purchase (Off Lease) of Mega Trailers for Installation at Three Schools Preparer:Gerard Durkin, Acting Budget Director Approved By: Page 39 of 102 CHESTERFIELD COUNTY PUBLIC SCHOOLS CHESTERFIELD, VIRGINIA CCPS MEMORANDUM #027-21 Mar. 9, 2021 TO: School Board FROM: Dr. Mervin B. Daugherty Ed. D. Superintendent SUBJECT: Purchase (Off Lease) of Mega Trailers for Installation at Three Schools SUPPORTING DOCUMENTS ATTACHMENT A: Modular Construction Proposal for Chesterfield County Public Schools, Relocate Buildings to (3) Sites, Revised Mar. 3, 2021 ATTACHMENT B: Notice of Emergency Award - Apr. 4, 2019 ATTACHMENT C: Apr. 9, 2019 School Board Business Meeting Minutes ATTACHMENT D: Contract: IRFP19000284 for Modular Classrooms for Reams and Crestwood Elementary Schools ATTACHMENT E: Resolution PERTINENT INFORMATION On Apr. 9, 2019, the School Board approved Memo #047-19: Temporary Facilities for Crestwood and Reams Elementary Schools. The memo authorized CCPS to enter into a contract -- in the not to exceed amount of $7.7M -- with McGrath RentCorp (Mobile Modular) to provide five modular buildings (Mega Trailers) at the Bon Air Elementary campus for Crestwood Elementary enabling and six modular buildings at the AM Davis Elementary campus for Reams Elementary enabling. This contract includes provisions to purchase off lease and the Procurement Office indicates we can proceed with the purchase and relocation under the terms of the contract. The new Crestwood Elementary is scheduled to open for instruction on Apr. 12, 2021, and the five modular buildings at Bon Air will no longer be needed for the school’s enabling after that date. Given the quantity, disbursement, and condition of single-classroom buildings (trailers) county-wide, CCPS would like to purchase these buildings off lease and relocate them to three other CCPS sites as a means to: ●Alleviate space / enrollment pressures at receiving schools. ●Enhance student / faculty safety by consolidating multiple modular classrooms under one roof. For example, Mega Trailers have restrooms and single modulars do not. This reduces the time / exposure for students walking back and forth to the school building for this purpose. ●Replace existing modular classrooms at receiving schools that are beyond their useful life. Page 40 of 102 ●Reduce the number of scattered modular classrooms and their inefficiencies with a coherent and unified plan / system. Receiving Schools and the quantity of Mega Trailers planned for their sites are: 1.Falling Creek Middle School (3) 2.JA Chalkley Elementary School (1) 3.JG Hening Elementary School (1) FISCAL IMPACT Mobile Modular delivered their revised proposal for purchase, setup, and installation of the five Mega Trailers to CCPS on Feb. 24, 2021. The Total Cost for these services is ​$5,083,871.00. Site, Utility, Soft, and Other Associated Costs for the project total​ $2,254,782.36​, bringing the full value of the Mega Trailer effort to ​$7,338,653.36​. The costs are broken down by Receiving Sites as follows: Schedule A: Mega Trailer Building Purchase Costs Mega Trailer Building Setup and Installation Costs Mega Trailer Building Site, Utility, Soft and Other Associated Costs Mega Trailer Building Total Costs (Purchase, Setup, Installation Site, Utility, Soft) RECEIVING SITE (SCHOOL) TOTALS Falling Creek Middle School (3) $ 1,498,750.00 JA Chalkley Elementary School (1) $ 648,100.00 JG Hening Elementary School (1) $ 562,838.00 Building Purchase Total Cost $ 2,709,688.00 RECEIVING SITE (SCHOOL) TOTALS Falling Creek Middle School (3) $ 1,433,516.00 JA Chalkley Elementary School (1) $ 510,684.00 JG Hening Elementary School (1) $ 429,983.00 Building Setup and Installation Total Cost $ 2,374,183.00 RECEIVING SITE (SCHOOL) TOTALS Falling Creek Middle School (3) $ 1,235,169.42 JA Chalkley Elementary School (1) $ 522,556.47 JG Hening Elementary School (1) $ 497,056.47 Building Setup and Installation Total Cost $ 2,254,782.36 RECEIVING SITE (SCHOOL) TOTALS Falling Creek Middle School (3) $ 4,167,435.42 JA Chalkley Elementary School (1) $ 1,681,340.47 JG Hening Elementary School (1) $ 1,489,877.47 Total Project Cost $ 7,338,653.36 Page 41 of 102 The proposed contract has no impact on the overall CIP Budget. The Total Project Cost of $7,338,653.36​ will be funded by shifting existing balances from CIP projects that have been completed, have received Certificate(s) of Occupancy, or have received Temporary Certificates of Occupancy. SCHEDULE School Board Approval to Award: March 9, 2021 Board of Supervisors approves use of CIP fund balance for trailer purchase: March 24, 2021 CCPS Submits Purchase Request: March 25, 2021 Purchase Order Issued: March 26, 2021 Contractor mobilizes for construction: March 29, 2021 RECOMMENDED ACTION It is recommended that the School Board: 1)Authorize the Procurement Director to proceed with the purchase of the five Mega Trailers and enter into a construction agreement with Modular Solutions, Inc. in the total amount of ​$5,083,871.00​; 2)Approve the attached resolution requesting that the Board of Supervisors authorize the transfer of an additional ​$2,254,782.36​, for a Grand Total of ​$7,338,653.36​, from existing balances from CIP projects that have been completed, have received Certificate(s) of Occupancy, or have received Temporary Certificates of Occupancy. Page 42 of 102 Memo #027-21 Attachment E VIRGINIA​: At a regularly-scheduled meeting of the Chesterfield County School Board held Tuesday evening, March 9, 2021, at 6:30 pm in the Public Meeting Room at the Chesterfield County government complex. PRESENT​:Ryan M. Harter, Chair Ann C. Coker, Vice-Chair Dorothy L. Heffron Debbie G. Bailey Kathryn S. Haines RESOLUTION WHEREAS​, on Apr. 9, 2019, the School Board approved Memo #047-19: Temporary Facilities for Crestwood and Reams Elementary schools, which authorized the Superintendent to enter into a contract with McGrath RentCorp in the not to exceed amount of $7.7M; ​WHEREAS​, the new Crestwood Elementary is scheduled to open for instruction on Apr. 12, 2021, and the five modular buildings at Bon Air will no longer be needed for the school’s enabling after that date; WHEREAS,​ staff recommends that the school division purchase these buildings off lease and relocate them to three other CCPS schools; and, ​WHEREAS​, for this purpose, the School Board requests reallocation of ​$7,338,653.36​ from the School Capital Improvement Plan for (1) $5,083,871.00​ for required Purchase, Setup, and Installation Costs; and, (2) ​$2,254,782.36​ for other project costs including removal of the old trailers, playground relocations, utility, soft, and other associated costs. NOW, THEREFORE, BE IT RESOLVED​, that on motion of __________________, seconded by__________________, the School Board approves the Division Superintendant’s recommendations as stated above and indicated in ​Schedule A​ for the ​$7,338,653.36​ be allotted from the existing Capital Improvement Plan for this project. Page 43 of 102 BE IT FURTHER RESOLVED​ that the School Board authorizes and directs the Division Superintendent to forward this Resolution memo #027-21 and Schedule A to the County Administrator for consideration by the County Board of Supervisors. ___________________________________ Robert McDaniel, Clerk ____________________________________ Mervin B. Daugherty, Ed.D., Superintendent Page 44 of 102 § 36-23. HOUSING AUTHORITY OPERATIONS IN OTHER MUNICIPALITIES In addition to its other powers, any housing authority may exercise any or all of its powers within the territorial boundaries of any municipality not included in the area of operation of such housing authority, for the purpose of planning, undertaking, financing, rehabilitating, constructing and operating a housing project or projects or a multi-family residential building or buildings within such municipality; provided that a resolution shall have been adopted (a) by the governing body of such municipality in which the housing authority is to exercise its powers and (b) by the authority of such municipality (if one has been theretofore established by such municipality and authorized to exercise its powers therein) declaring that there is a need for the aforesaid housing authority to exercise its powers within such municipality. A municipality shall have the same powers to furnish financial and other assistance to such housing authority exercising its powers within such municipality under this section as though the municipality were within the area of operation of such authority. No governing body of a municipality shall adopt a resolution as provided in this section declaring that there is a need for the housing authority (other than a housing authority established by such municipality) to exercise its powers within such municipality, unless a public hearing has first been held by such governing body and unless such governing body shall have found in substantially the following terms: (a) that insanitary or unsafe inhabited dwelling accommodations exist in such municipality or that there is a shortage of safe or sanitary dwelling accommodations in such municipality available to persons of low income at rentals they can afford; and (b) that these conditions can be best remedied through the exercise of the aforesaid housing authority's powers within the territorial boundaries of such municipality; provided that such findings shall not have the effect of establishing an authority for any such municipality under § 36-4 nor of thereafter preventing such municipality from establishing an authority or joining in the creation of a consolidated housing authority or the increase of the area of operation of a consolidated housing authority. The clerk of the city or other municipality shall give notice of the time, place and purpose of the public hearing at least ten days prior to the date on which the hearing is to be held, in a newspaper published in such municipality, or if there is no newspaper published in such municipality, then in a newspaper published in the Commonwealth and having a general circulation in such municipality. Upon the date fixed for such public hearing an opportunity to be heard shall be granted to all residents of such municipality and to all other interested persons. During the time that, pursuant to these findings, the aforesaid housing authority has outstanding (or is under contract to issue) any evidences of indebtedness for a project within the municipality, no other housing authority may undertake a project within such municipality without the consent of the housing authority which has such outstanding indebtedness or obligation. 1942, p. 324; Michie Code 1942, § 3145(41); 1984, c. 350. The chapters of the acts of assembly referenced in the historical citation at the end of this section may not constitute a comprehensive list of such chapters and may exclude chapters whose provisions have expired. Page 45 of 102 1 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 HARRISONBURG REDEVELOPMENT AND HOUSING AUTHORITY HARRISONBURG, VIRGINIA Rules, Procedures and Guidelines Relating to Revenue Bond Financing ARTICLE I Purpose and Scope Section 1.1. Purposes. These Rules shall govern the submission of Applications for revenue bond financing to the Authority, the payment of application and administrative fees, the consideration of matters relating to the authorization, issuance and sale of its revenue bonds, the approval of Financing Documents, the filing of reports with the Authority, and such other matters as are contained herein. Section 1.2. Scope. These Rules are promulgated pursuant to Section 36-19 of the Act and shall supplement the Bylaws of the Authority and the provisions of the Act. In the event of any conflict between the Act or the Bylaws and these Rules, the provisions of the Act or the Bylaws shall prevail. ARTICLE II Definitions Section 2.1. Definitions. As used in these rules, procedures and guidelines, the following terms shall have the meaning as set forth herein, unless the context clearly requires otherwise: “Act” shall mean the Virginia Housing Authorities Law, Chapter 1, and Title 36 of the Code of Virginia of 1950, as amended. “Agreement of Applicant” shall mean the Agreement of Applicant substantially in the form of Exhibit A hereto. “Applicant” shall mean any individual, person, firm, corporation, partnership or other entity applying for revenue bond financing; or for whose benefit the Authority has issued its Bonds, or who requests the Authority to take any action to provide financing for a Project. “Application” shall mean the Authority’s Application Statement for Revenue Bond Financing in the form attached as Exhibit B hereto. Page 46 of 102 2 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 “Authority” shall mean the Harrisonburg Redevelopment and Housing Authority, Harrisonburg, Virginia, a political subdivision of the Commonwealth of Virginia. “Bonds” shall mean any revenue notes, bonds and other obligations authorized to be issued by the Authority pursuant to the Act the interest income on which is exempt from Federal income taxes by virtue of Sections 103 (b)(3)(B), 103 (b)(4) or 103 (b)(6) of the Internal Revenue Code or Section 11(b) of the United States Housing Act of 1937, as amended. “Code” shall mean the Code of Virginia of 1950, as amended. “Financing Documents” shall mean any resolutions, instruments, documents, papers, elections, certificates or financing statements required to be adopted or authorized, executed and delivered by the Authority in connection with the authorization, issuance and sale of its Bonds. “Fiscal Year” shall mean the fiscal year ending December 31 of each calendar year. “Information for Applicants” shall mean the Information for Applicants substantially in the form attached as Exhibit C hereto. “Internal Revenue Code” shall mean the Internal Revenue Code of 1954, as amended. “Project” shall mean the land, improvements, machinery, equipment, facilities or property financed by the issuance and sale of the Bonds. “Rules” shall mean these Rules, Procedures and Guidelines of the Authority, together with the exhibits attached hereto, as may be in effect from time to time. ARTICLE III Policies Relating to the Issuance of Bonds Section 3.1. General Policy. The purposes of the Authority, as set forth in the Act, are to provide decent, safe and sanitary housing for purposes of low and moderate income and to prevent and eliminate slums and conditions of blight in the manner provided in the Act. Accordingly, the Authority’s decision to adopt an inducement resolution or take other action relating to a Project or the issuance of Bonds will be based largely upon the extent to which a particular Project fulfills the aforementioned statutory objectives. Section 3.2. Denial of Assistance. The Authority reserves the right to deny assistance to any Applicant although a particular Project might be deemed eligible under the Act. Section 3.3. Limited Nature of Authority Action. The Authority by adoption of any resolution does not intend for such action to constitute approval of the Applicant, its policies, its Page 47 of 102 3 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 management or the financial feasibility of the Project. Section 3.4. Adequacy of Security. The Authority will not ordinarily inquire into matters relating to the business judgment or the management of any Applicant, however, the Authority will require a showing that any issue of its Bonds is secured to its satisfaction and may examine the business decisions and other aspects of management of the Applicant should it deem that such matters are relevant to the authorization, issuance, sale or security interest in the Project financed with the proceeds of such Bond. The Authority may require an appraisal of the Project showing that it is valued in an amount sufficient to pay the outstanding principal amount of the Bonds issued to finance such Project. ARTICLE IV Application Procedures, Fees and Requirements Section 4.1. Information to be Provided Applicants. The Authority may provide copies of the Application, the Agreement of Applicant and the Information for Applicants to each prospective Applicant. The Authority may also provide, upon request by an Applicant, a copy of these Rules to such Applicant. Section 4.2. Applications. Each Applicant shall submit a completed Application, together with the Agreement of Applicant and the Application Fees required by Section 4.3, to the Executive Director of the Authority at least twenty-one (21) days before the Authority’s meeting at which the Application is to be considered. Each Application shall include all requested exhibits. In the event all requested exhibits are not available or not part of the public record, a statement of explanation will be attached to the Application. The Authority recommends that each Applicant seek the advice of the Executive Director of the Authority concerning completion of the Application before its submission to the Authority. Section 4.3. Application Fees. The Authority charges a $7,500 non-refundable application fee, which must accompany the Application when it is submitted by the Applicant. In addition, the Authority requires reimbursement of its costs and expenses and fees incurred in connection with consideration of an Application, including but not limited to expenses and fees of the Authority’s counsel, bond counsel and consultants relating to consideration of the Application and the cost of publication of notices for public hearings with respect to issuance of the Bonds. Section 4.4. Administrative Fees and Expenses. (a) For bond issues the Authority also charges an origination fee of one-half of one percent (0.5%) of the first five million dollars ($5,000,000) of the principal amount of the Bonds and two-tenths of one percent (0.2%) of the principal amount of the Bonds which exceed five Page 48 of 102 4 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 million dollars ($5,000,000) up to ten million dollars ($10,000,000); no additional fee is levied for Bonds over ten million dollars ($10,000,000). (b) The Authority also requires each Applicant to reimburse the Authority for its costs and expenses incurred in connection with the issuance, sale and/or redemption of its Bonds, its costs and expenses incurred by virtue of its Bonds being outstanding and its costs and expenses incurred in connection with the operation or use of the Project, including but not limited to the Authority’s attorney’s fees. (See Section 5.2) Section 4.5. Agenda Description; Distribution of Application. When action is to be taken with reference to a Project or the issuance of Bonds, the agenda for the meeting at which such action is to be taken shall contain a description of the type, nature of the action to be taken by the Authority, and the Secretary shall deliver to each Commissioner with such agenda a copy of the Executive Summary of the related Application. Section 4.6. Transcripts of Proceedings. Each Applicant receiving Bond financing through the Authority shall furnish to the Authority upon the sale and delivery of the Bonds a complete transcript of the Financing Documents relating to such Bonds Section 4.7. Bond Validation Proceedings. The Authority may require that before issuance, its Bonds be validated by the Circuit Court of the County of Rockingham, Virginia, pursuant to the requirements of § 15.2-2650 et seq. of the Code. The cost, expenses and fees incurred in connection with any bond validation proceeding required by the Authority, including attorney’s fees, shall be paid by the Applicant. Section 4.8. Additional Information Required of Applicants. a. The Authority may adopt any resolution conditioned upon the subsequent furnishing of certain information satisfactory to the Authority. All required information shall be promptly furnished to the Authority, and failure of any Applicant to furnish such information shall constitute a ground for rescission of any resolution adopted pursuant to such conditions. b. The Authority may, at its option, require the furnishing of appraisals, evaluations or reports respecting the Project or any portion thereof. The Authority may retain advisors and consultants, including legal counsel, to advise it regarding any Project or other action, which it is requested to undertake by any Applicant. All costs, fees, and expenses of such appraisals, reports, advisors and consultants incurred by the Authority shall be paid by the Applicant. c. Since the Authority usually acts based upon information furnished to it solely by the Applicant, the Authority reserves the right to require at any time the furnishing of additional information concerning the Applicant, its financial statements, and any other information deemed relevant by the Authority. In instances where the Applicant has undergone changes in form or management or where the security to be given for payment of the bonds has changed, the Applicant shall report such changes promptly to the Authority. Section 4.9. Public Hearing Required. The Authority will conduct a public hearing, following publication of notice thereof, concerning the proposed issuance of its Bonds in the Page 49 of 102 5 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 manner and as provided under Sections 15.2-4906 of the Code and Section 147 of the Internal Revenue Code or as consistent with law. Prior to or upon receipt of an Application, the Executive Director shall provide for publication of the notice of the public hearing in a form approved by the Authority’s attorney. Section 4.10. City Council Approval. Following the public hearing, the Authority will submit the resolution to the City Council of the City of Harrisonburg for approval. This approval, if forthcoming, shall be evidenced by a formal resolution of the City Council (1) approving the issuance of the Bonds, (2) disclaiming any endorsement as to the creditworthiness of the project and denying any obligation as to the faith, credit or taxing power of the City and (3) such other approvals as may be necessary under state or federal law. ARTICLE V Provisions to be Incorporated Into Resolutions and Financing Documents Section 5.1. Reserved. Section 5.2. Payment of Authority Expenses. The Financing Documents approved by the Authority for the benefit of any Applicant shall provide that the Applicant agrees to pay all costs, fees, and expenses incurred by the Authority (including attorney’s fees) as provided in Section 4.4 hereof. Section 5.3. Indemnification of the Authority. Each Applicant shall agree to indemnify and save harmless the Authority and its officers, commissioners, directors, employees and agents (hereinafter the “Indemnities”) from and against all liabilities, obligations, claims, damages, penalties, fines, losses, costs and expenses (hereinafter referred to as “Damages”), including but not limited to the following: a. All amounts paid in settlement of any litigation commenced or threatened against any of the Indemnities, if such settlement is effected with the written consent of the Applicant; b. All expenses reasonably incurred in the investigation of, preparation for or defense of any litigation, proceeding or investigation of any nature whatsoever, commenced or threatened against the Applicant, the Project or any of the Indemnities; c. Any judgments, penalties, fines, damages, assessments, indemnities, or contributions; and; d. The reasonable fee of attorneys, auditors, and consultants; provided that the Damages arise out of: Page 50 of 102 6 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 (i) Failure by the Applicant, or its officers or agents, to comply with the terms of the Financing Documents and any agreements, covenants, obligations, or prohibitions set forth therein; (ii) Any action, suit claim or demand contesting or affecting the title of the Project; (iii) Any action, suit, claim, proceeding or investigation of a judicial, legislative, administrative or regulatory nature arising from or in connection with the construction, acquisition, ownership, operation, occupation or use of the Project; or (iv) Any suit, action, administrative proceeding, enforcement action, or governmental or private action of any kind whatsoever commenced against the Applicant, the Project or the Indemnitees which might adversely affect the validity or enforceability of the Bonds, the Financing Documents, or the performance by the Applicant or any Indemnitee of any of their respective obligations hereunder. Section 5.4. Bond Counsel Opinion Required. Before issuing and delivering any of its Bonds, the Authority shall receive an approving opinion of bond counsel to the Authority, stating, among other things, that the Bonds have been duly authorized, executed, issued and delivered, that the interest thereon is exempt from Federal income taxation and taxation by the Commonwealth of Virginia, and, if the Bonds are publicly offered, that the issuance, sale and delivery of the Bonds is exempt from registration requirements under applicable Federal and State securities laws. Section 5.5. Covenants to Preserve Tax Exempt Status of Bonds. All Financing Documents presented for approval by the Authority shall contain appropriate covenants of the Applicant designed to insure compliance with the requirements of Section 103, 103A and all other applicable provisions of the Internal Revenue Code and State and Federal law to preserve the tax exempt status of interest on the Bonds, including without limitation, public hearing and approval requirements, “arbitrage” requirements, capital expenditure limitations and reporting requirements. Section 5.6. Limitation of Liability. The Financing Documents shall state that neither the Bonds nor any covenant, agreement or obligation contained in the Financing Documents shall be deemed a personal liability or covenant, agreement or obligation of any present or future commissioner, officer, employee or agent of the Authority and no such commissioner, officer, employee or agent shall be subject to any personal liability or accountability by reason of the issuance of the Bonds or the execution of any Financing Documents. In addition, the Bonds and the Financing Documents shall provide that the Bonds are limited obligations of the Authority in the manner provided in Section 36-29 of the Act. Page 51 of 102 7 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 ARTICLE VI Reports Section 6.1. Interim Reports by Applicants. Each Applicant shall file with the Authority a written report describing the status of its proposed financing no later than the last day of the second month after the adoption of an inducement resolution for the Applicant and every six months thereafter until the adoption of any Financing Documents by the Authority, unless such information is being otherwise provided through active work on the Project involving the Authority’s attorney. Such written report shall include the proposed purchaser of the Bonds, the proposed terms of the Bonds, the status of Financing Documents, and the current status of the Project. Each Applicant shall promptly notify the Authority in writing of any significant or material changes to any information previously furnished by the Applicant to the Authority, including specific descriptions of new or changed plans for the placement of the Bonds and the security to be offered. Section 6.2. Annual Reports of Applicants. Each Applicant, after the issuance and sale of the Authority’s Bonds for the benefit of such Applicant, shall annually report to the Authority no later than the end of the Authority’s Fiscal Year the status of the Project, which shall include the outstanding and unpaid balance of Bonds issued under the Financing Documents. Section 6.3. Other Reports. The Financing Documents shall require the submission of such reports as the Authority shall require to be submitted in connection with the Project. Section 6.4. Reports by Authority Executive Director. At each regular meeting of the Authority, the Executive Director of the Authority shall report on any action taken on behalf of the Authority with respect to the Project since the last regular meeting, including receipt of information or reports required under this Article VI or Section 4.8. ARTICLE VII Enforcement Section 7.1. Enforcement of Provisions. The Authority may refuse to consider or adopt any inducement resolution, Financing Documents or any other matters presented for its consideration for any reason, including failure of the Applicant to comply with the requirements of these Rules. Section 7.2. Repeal of Actions Previously Taken. The Authority may rescind or repeal any inducement resolution previously adopted by it or any other action taken by the Authority because of failure of the Applicant to comply with the provisions of these Rules or because of substantial changes in the management, ownership, Project, financial circumstances of the Applicant or plan of financing; provided, however, no inducement resolution or action taken by Page 52 of 102 8 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 the Authority shall be repealed or rescinded unless prior written notice of such proposed action shall have been mailed or emailed to the Applicant at least three weeks before that date upon which such action is proposed to be taken. ARTICLE VIII Miscellaneous Section 8.1. Compliance with Rules. Each Applicant shall comply with these Rules in the submission of its Application to the Authority and in requesting that the Authority take any action with respect thereto, including the adoption of Financing Documents. Failure to comply with these Rules shall constitute sufficient reason for the Authority to refuse to consider any Application, Financing Documents or any other matter to be brought before the Authority by or on behalf of any Applicant. Section 8.2. Construction, Operation and Effect of Rules. These Rules are intended as guidelines to promote and insure the orderly and consistent consideration of Applicants, Financing Documents and other matters brought before the Authority. For good cause, application of these Rules may be modified and waived upon a case-by-case basis upon the consent of a majority of the Commissioners of the Authority. Any action taken by the Authority not in conformity with these Rules shall, nevertheless, be fully effective as if taken in compliance with these Rules. Section 8.3. Amendments. These Rules may be changed from time to time by the Authority by the vote of a majority of its Commissioners present at any meeting of the Authority, provided notice of such change shall have been given to each commissioner before such meeting. These Rules may, notwithstanding the foregoing, be amended without prior notice upon the affirmative vote of all Commissioners of the Authority. Page 53 of 102 9 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 Exhibit A-AGREEMENT OF APPLICANT In consideration of the processing by the Harrisonburg Redevelopment and Housing Authority of the Application Statement for Revenue Bond Financing (the “Application”), the Applicant agrees to pay all fees and costs of the Authority in connection with the Application, including without limitation the non-refundable application fee of the Authority, the costs and expenses of the Authority incurred in connection with the processing and review of the Application, the cost of any independent financial analysis, the cost of the Authority’s legal counsel, the cost of publication of notice in connection with any public hearing relating to the Application and all other out-of-pocket fees and expenses of the Authority, regardless of whether the Authority adopts an “inducement resolution,” takes any other action in connection with the Application or issues bonds on behalf of the Applicant. The Applicant further represents (1) that it understands and agrees to the conditions of the Application and the Authority’s Rules, Procedures and Guidelines Relating to Revenue Bond Financing, (the “Rules”), which Rules are incorporated by reference into this agreement, (2) that it understands that the Authority does not guarantee approval of the Application or the issuance of any bonds as a result of the Application, (3) that it will abide by the Rules and all requirements of the Authority as to the offer and sale of bonds, (4) that all statements and information furnished by the Applicant with the Application or in supporting papers are true and correct, and (5) that it will pay all administrative fees and expenses as set forth in Section 4.3 and 4.4 of the Rules. The Applicant hereby requests that the Executive Director of the Authority cause the publication of a notice of a public hearing to consider the Application. This agreement and the related Application are executed and approved by the following: Date: 2/11/2021 Applicant: Bellwood Crossing LLC Agent: By: Bellwood Crossing MM LLC, Its Manager By: __________________________ Charlie Heritage its: Manager (Title) Mailing Address: P.O. Box 543 Summerfield, NC 27358 Page 54 of 102 10 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 Exhibit B HARRISONBURG REDEVELOPMENT AND HOUSING AUTHORITY, HARRISONBURG, VIRGINIA Application Statement for Revenue Bond Financing EXECUTIVE SUMMARY Name of Applicant: Bellwood Crossing LLC Legal structure (Corporation, LLC, LLP, etc.): LLC Principal business address: P.O. Box 543, Summerfield, NC 27358 Contact representative: Charlie Heritage ; Telephone No. (336) 669-3587 Proposed Project location: 8075 Jefferson Davis Hwy, Richmond, VA 23237 Present owner of site: The Diamond Group, Inc. & Maria Chavez Acosta Present location of Applicant:__ P.O. Box 543, Summerfield, NC 27358 Type of project: 4% LIHTC/Bonds - New Construction LIHTC Apartments Number of Housing Units to be provided (if applicable): 102 Number of new jobs to be created:_ 3 Permanent and approx.. 20 during construction Type of building to be constructed or rehabilitated: (Describe construction, square footage, special features, etc.): Bellwood Crossing will be a garden style apartment community of 102 units targeted for the general population. The buildings will be four stories and the exterior will be brick and fiber cement siding. The amenities will include a community room, business center, exercise room, laundry facilities, playground, and a rental office. The approximate gross square footage of the development is 142,000 sq. ft. Maximum amount of bonds anticipated: $ 19,000,000 Proposed purchaser of bonds (if known): TBD Anticipated maturity of bonds:_TBD Page 55 of 102 11 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 APPLICANT: 1. Legal name of Applicant and state of incorporation: Bellwood Crossing LLC (Virginia) 2. Address and location of principle office: P.O. Box 543, Summerfield, NC 27358 3. Telephone number: (336) 669-3587 4. Names and addresses of current officers: Charlie Heritage : P.O. Box 543, Summerfield, NC 27358 Andy Schryver : 669 Marina Drive, Charleston, SC 29492 Dan Winters: 669 Marina Drive, Charleston, SC 29492 Bob Long: 100 2nd Ave N, Suite 240, St. Petersburg, FL 33701 5. Applicant Representative (including phone number and email address) to whom correspondence should be directed: Charlie Heritage – (336) 669-3587 charlie@southcreekdevelopment.com ; Andy Schryver--(843) 437-8470 andy@southcreekdevelopment.com 6. Name, address, phone number and email address of counsel for Applicant: Allison Domson - (Williams Mullen) 200 South 10th Street, Suite 1600, P.O. Box 1320 (23218), Richmond, VA 23219 - (804) 420-6915 – adomson@williamsmullen.com Doug Sbertoli – (Williams Mullen) 200 South 10th Street, Suite 1600, P.O. Box 1320 (23218), Richmond, VA 23219 - (804) 420-6450 – dsbertoli@williamsmullen.com Page 56 of 102 12 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 STATEMENT OF BENEFITS TO THE CITY OF HARRISONBURG AND THE COMMONWEALTH OF VIRGINIA FROM THIS PROJECT PER CODE OF VIRGINIA §15.2-4907: 1. State the maximum amount of financing sought.$19,000,000 2. State the estimated taxable value of the facility's real property to be constructed in the locality. $Approx. $25,000,000 3. State the estimated real property tax per year using present tax rates. Approx. $15,000 We are receiving a partial tax abatement from the county. _ 4. State the estimated personal property tax per year using present tax rates. $0 5. State the estimated merchants' capital tax per year using present tax rates. $0 6. a. State the estimated dollar value per year of goods that will be purchased from Virginia companies within the locality. $15,000 b. State the estimated dollar value per year of goods that will be purchased from non-Virginia companies within the locality. $5,000 c. State the estimated dollar value per year of services that will be purchased from Virginia companies within the locality. $60,000 d. State the estimated dollar value per year of services that will be purchased from non-Virginia companies within the locality. $10,000 7. State the estimated number of regular employees on year round basis. 2-3 Full time During operations; 20 Full time during construction 8. State the average annual salary per employee.$_40,000____ IDENTIFICATION AND DESCRIPTION OF PROPOSED PROJECT: 1. Project Name. Bellwood Crossing Page 57 of 102 13 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 2. Location of project. 8075 Jefferson Davis Hwy, Richmond, VA 23237 3. Describe the type of facility for which you are applying for financing. 4% LIHTC and Tax-Exempt Bonds 4. Describe the proposed arrangement to finance the cost of acquisition, construction or rehabilitation of the project. Briefly detail a projected time schedule. 4% LIHTC, bonds for construction and perm debt. Proposed timeline: start construction 7/2021, complete construction 8/2022, complete lease-up 12/2022 5. If the Applicant now owns the project site, indicate: a. Date of purchase _____________________________________________ b. Purchase price_______________________________________________ c. Balance of existing mortgage ___________________________________ e. Site information i) Dimensions: _____ft. by _____ft. or 4.18 +/-acres ii) Tax Map Reference Number: 7926762366, 7926760465, 7926760271, 7926760175, 7916769979, 7916769987, 7926761487, 7926764774, 7926763871 iii) Present Zoning Classification: C5 & R7 iv) Describe the following. a) Are there any buildings on the site? 2 b) Is demolition planned? Yes c) To your knowledge, does the structure(s) have any historical significance? No 6. If the Applicant is not the owner of the project site, does the applicant have an option to purchase the site and any buildings on the site? If yes, indicate: a. Date option agreement signed with owner _ b. Purchase price c. Expiration date of option _ 7. Has the Applicant entered into a contract to purchase the site? If yes, indicate: The Diamond Group, Inc. Maria Chavez Acosta a. Date signed _1/24/2020________________10/23/2020________ b. Purchase price _$1,350,000_____________$480,000_________ c. Settlement date _5/29/2021______________8/31/2021___________ 8. Present owner of the site of the project and relationship between the present legal owner and the Applicant. 1st Parcels: The Diamond Group, Inc.; 2nd Parcels: Maria Chavez Acosta. No Page 58 of 102 14 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 relationship exists between the sellers and applicant. 9. Development team. Please indicate the name, address and telephone number of the architect, engineer, general contractor, major subcontractors, consultants, management agents, lenders, underwriters and other financing participants. Architect: Jackie Martin – Martin Riley Associates – Architects, PC 215 Church St., Decatur, GA 30030 (404)373-2800 Engineer: Derrick Johnson – Timmons Group 4701 Owens Way, Suite 900, Prince George, VA 23875 (804) 541-6600 General Contractor: WeaverCooke 8401 Key Boulevard, Greensboro, NC 27409 (336) 378-7900 Consultant: Ryne Johnson – Astoria, LLC 3450 Lady Marian Ct., Midlothian, VA 23113 (804) 320-0585 Management Company: Rick Allen - Partnership Property Management P.O. Box 26405, Greensboro, NC 27404 (336) 544-2300 Attorneys: Allison Domson and Douglas Sbertoli – Williams Mullen 200 South 10th Street, Suite 1600, Richmond, VA 23219 (804) 420-6915 Lenders/Financing: TBD ______________________________________________________________________________ 10. State the proposed uses of bond proceeds: Land $1,780,000 Buildings $15,500,000 Costs of financing and contingencies $1,720,000 Other (please explain) ________________________________________ $______________ Face amount of issue $Up to 19,000,000 Page 59 of 102 15 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 11. Have any of the above expenditures already been made by the Applicant? If yes, please describe: Non-Refundable Land Deposits : $282,500 Architect: $40,000 Consultant: $10,000 Attorneys: $9,900 Market Study: $2,600 Engineering and Engineering Reports: $42,800 12. Have any of the above expenditures been incurred but not paid by the Applicant? If yes, please describe: Architect: $40,000 Engineering: $30,000 13. Will any of the funds to be borrowed through the Authority be used to repay or refinance an existing mortgage or outstanding loan? No 14. Please state the type and amount of the outstanding bonds or other obligations, if any, on the present facilities and the year(s) when such obligations will be paid off. N/A FINANCIAL 1. Description of Applicant’s (or related entity’s) present debt, guaranty, long-term contracts, prior liens and other contingent liabilities. Please see the attached schedule of contingent liabilities. 2. Commercial banking connections and duration. Regions Bank – 4 years Bank OZK – 4 years BB&T – 3 years M1 Bank – 3 years Bellwether Enterprise– 3 years Page 60 of 102 16 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 3. Has the Applicant, any proposed guarantor or any of their principal partners or shareholders ever declared bankruptcy or been involved in any bankruptcy or insolvency proceeding, whether voluntary or involuntary? If so, please describe. No. 4. Has any underwriter, broker or investment banker been retained by Applicant in connection with this proposed bond issue? If so, please provide their name and address. We have had discussions, but an underwriter, broker or investment banker have not been retained at this point in time. 5. Please indicate the person or institution to whom the bonds will be sold or any persons or institutions which have indicated an interest in purchasing the bonds. To be determined. Stifel has indicated an interest in the bonds. Page 61 of 102 17 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 6. Is the Applicant or any shareholder, partner or affiliate of the Applicant presently involved in any litigation, investigation or proceeding? If so, please describe. No. 7. Is the Applicant or any shareholder, partner, or affiliate of the Applicant, or any other person working for or with the Applicant in this proposed financing subject to any order, decree or judgment of any court, administrative or other governmental agency or body? If so, please describe. No. 8. Is the Applicant, or any of its shareholders, partners, or any guarantor, or any other person representing or affiliated with the Applicant in connection with this proposed financing, involved in any investigation, litigation or proceeding relating to the issuance or sale of securities or any applicable banking laws or regulations? Have any of the foregoing persons ever been involved in any such investigation, litigation or proceeding? If so, please describe. No. 9. Is the Applicant or any of its partners, shareholders or affiliates subject to regulation (other than in the ordinary course of business) by any Federal or State administrative agencies or bodies? If so, please provide details. No. Page 62 of 102 18 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 DETAIL CONCERNING DESCRIPTION OF MULTI-FAMILY HOUSING PROJECT (Only complete if applicable.) 1. Type of Development (check all that apply) ___X_ Rental __X_ New Construction ______ Co-op _____ Elderly ______ Condominium __X__ Family ______ Rehabilitation 2. What is the total number of buildings planned: __102___________ 3. Number of units proposed: Total __102______; Family _102______; Elderly _______ 4. In the event of Rehabilitation, provide a brief description of the work to be performed: __N/A________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ____ 5. List community facilities and project amenities planned for the development (include square footage of each): Community Room , Business Center, Exercise Room, Laundry Facilities, Playground, and Rental Office. The square footages are TBD at this point in time. ______________________________________________________________________________ ______________________________________________________________________________ ______ 6. List any Commercial or Professional Facilities: N/A__________________________________________________________________________ _____________________________________________________________________________ Applicant Information: 7. List previous multi-family experience of Applicant or any principals of Applicant. Include project name, location, and number of units, type of financing and whether subsidized. (If no previous experience, please indicate). Please see the attached Hill Tide Development and Ventures Experience Summary. 8. Has the Applicant or any shareholder, partner, or affiliate of the Applicant ever had a financial interest in real estate that: a. Was foreclosed upon? No. b. Was assigned to the lender (or nominee) or to FHA? No. Page 63 of 102 19 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 b. Was assigned to the lender (or nominee) or to FHA? No. c. Was the subject of a forbearance or other deferment arrangement with the FHA, or any mortgage? No. If so, please describe. ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ATTACH THE FOLLOWING AS EXHIBITS TO THIS APPLICATION 1.Site Plan 2.Photograph(s) of Site 3.Copy of applicable Housing Assistance Plan NOTE: IF THE AUTHORITY HAS ACCEPTED A PARTIALLY COMPLETED APPLICATION, UPON THIRTY DAYS WRITTEN NOTICE THE APPLICANT SHALL COMPLETE THIS APPLICATION IN ITS ENTIRETY, INCLUDING PROVIDING ALL ATTACHMENTS, OR COMPLETE SUCH PORTIONS AS MAY BE REQUESTED BY THE AUTHORITY FROM TIME TO TIME. ANY AND ALL COSTS TO THE AUTHORITY, INCLUDING ITS ATTORNEY’S FEES INCURRED IN SUCH PROCESS WILL BE PAID BY THE APPLICANT. Applicant: Bellwood Crossing LLC By: Bellwood Crossing MM LLC, Its Manager By: __________________________ Charlie Heritage Its: Manager (Title) Date: 2/11/2021 - Attached - Attached - N/A Page 64 of 102 20 adp/JJH/HRHA/HRHA Bond App.17;JJH/adp;181-1;10.8.19 Exhibit C INFORMATION FOR APPLICANTS HARRISONBURG REDEVELOPMENT AND HOUSING AUTHORITY HARRISONBURG, VIRGINIA The Harrisonburg Redevelopment and Housing Authority is a political subdivision of the Commonwealth of Virginia, which is empowered to issue bonds to finance housing and other facilities qualifying under the Virginia Housing Authorities Law (the “Act”). The main purpose of the Authority is to provide decent, safe and sanitary housing in the City of Harrisonburg and to prevent and eliminate slums and conditions of blight within the City. In order to issue bonds the Authority must make a finding that the facility to be financed will serve either of these purposes. All bonds issued by the Authority are limited obligations payable solely from the revenues of the facilities financed and do not involved the credit of the Authority, the City of Harrisonburg or any other political subdivision. The Authority does not assist in the placement of any bonds. Any public sale of bonds must be by means of a prospectus meeting the disclosure requirements of the Federal securities laws. Any private placement of bonds must be exclusively with institutional investors who provide appropriate assurances to the Authority as to their financial sophistication and intent to hold the bonds. Each applicant must agree to pay legal fees and other out-of-pocket expenses of the Authority and the fees outlined in Article IV of the Authority’s Rules, Procedures and Guidelines Relating to Revenue Bond Financing. Under applicable Federal law, most financings must be considered at a public hearing conducted by the Authority and must be approved by the City Council of the City of Harrisonburg. Notice of such public hearing must be published twice in consecutive weeks, between 28 and 7 days prior to the hearing, in a newspaper of general circulation in the City of Harrisonburg. The public hearing will normally be held at the meeting at which the resolution evidencing the Authority’s intent to provide financing (the inducement resolution) is considered. Page 65 of 102 Schedule of Contingent Liabilities Guarantor (Entity) Name:Hill Tide Ventures, LLC/Hill Tide Development, LLC Date as of: 01/15/21 Project Name City, State Partner Ownership*Additional Guarantors Closing Date Status Construction/ Predev Lender Construction/ Predev Loan Amount Current Balance / Amount Spent Maturity Date Equity Investor Operating Deficit Guaranty Maturity Date Tax Credit Guaranty Year 15 Recourse Perm Loan Other Contingent Liabilities MPI Equity Guarantor? MPI Const Loan Guarantor? 1 Legacy Trails of Lindale Lindale , TX LKC Development 35%LKC Development (65%)11/8/2018 100% Leased Regions 3,295,000$ 3,295,000$ 5/9/2021 Regions 300,000$ 2024 7,874,863$ 2034 none none Yes Yes 2 Tranquility at Griffin Griffin, GA Timshel Development 50%Allan Rappuhn (50%)11/30/2018 100% Leased Bank OZK 14,400,000$ 10,229,406$ 6/1/2021 Raymond James 535,000$ 2024 6,662,747$ 2034 none none No No 3 Harmony at Conyers Conyers , GA Timshel Development 50%Allan Rappuhn (50%)1/15/2019 Lease-Up BBT 14,300,000$ 14,287,918$ 8/1/2021 Raymond James 540,000$ 2025 6,874,059$ 2035 none none No Yes 4 Legacy Trails of Decatur Decatur, TX LKC Development 35%LKC Development (65%)3/26/2019 Lease-Up M1 Bank/RD 538 8,160,501$ 8,160,501$ 3/25/2021 AHP 295,000$ 2025 5,258,345$ 2035 none none Yes Yes 5 Harmony at Covginton Covington, GA Timshel Development 50%Allan Rappuhn (50%)6/7/2019 Construction Bank OZK 14,800,000$ 14,273,739$ 1/1/2022 Raymond James 545,000$ 2025 6,953,820$ 2035 none none No Yes 6 Oklawaha Village Hendersonville, NC Housing Assistance Corporation 0%HAC (50%)7/23/2019 100% Leased Capital Bank/ Churchill 538 6,489,951$ 6,489,950$ 7/22/2021 First Tennessee N/A 2025 7,635,236$ 2035 none none No Yes - Bridge Loan, No RD 538 ($2.1M const perm) 7 Pegram Landing Lewisville, NC South Creek Development 100%none 7/30/2019 100% Leased M1 Bank 7,000,000$ 6,911,250$ 7/30/2021 BFIM 188,194$ 2025 6,292,171$ 2035 Malfeasance, etc. - personal DW none Yes Yes 8 Woodfield Cove Havelock, NC South Creek Development 100%none 8/13/2019 100% Leased M1 Bank 10,000,000$ 9,199,448$ 8/13/2021 Aegon 216,181$ 2025 7,903,850$ 2035 Malfeasance, etc. - personal DW none No Yes 9 Heritage Estates of Huntsville Huntsville, TX Generations Housing 100%none 11/25/2019 Construction M1 Bank 3,850,000$ 3,850,000$ 11/25/2021 AHP 172,000$ 2025 5,339,466$ 2035 none none TBD Yes 10 Estates at Rockwell Rockwell, OK Generations Housing 100%none 12/19/2019 Construction M1 Bank, HUD/ Bellwether 10,200,000$ 5,511,849$ 12/19/2021 AHP 290,000$ 2025 6,415,608$ 2035 Malfeasance at conversion none Yes Yes 11 Estates at Shiloh Dallas, TX Generations Housing 100%none 12/23/2019 Construction Freddie/ Bellwether, Bank OZK 30,000,000$ 13,868,262$ 7/1/2022 Monarch/ BkOZK 1,175,000$ 2026 13,254,320$ 2036 N/A none Yes Yes 12 Heritage Heights at Abilene Abiliene, TX Generations Housing 100%none 8/21/2020 Construction M1 Bank 5,999,400$ 1,174,165$ 8/1/2022 AHP 170,000$ 2026 6,000,000$ 2035 N/A none Yes Yes 13 Heritage Heights at Big Spring Big Spring, TX Generations Housing 100%none 9/24/2020 Construction M1 Bank 6,099,390$ 588,984$ 10/9/2022 Aegon 237,000$ 2022 9,000,000$ 2035 N/A none Yes Yes 14 The Heights at Owen Tech Austin, TX Generations Housing 70%none 7/1/2020 Construction Bank OZK 23,800,000$ 6,943,730$ 7/1/2023 Monarch/ BkOZK 973,736$ 2025 10,635,547$ 2035 Malfeasance at conversion none Yes Yes 15 Goose Creek Crossing Staunton, VA South Creek Development 90%none 4/1/2021 Preclosing M1 Bank 300,000$ 214,164$ 7/20/2021 16 Oak Terrace Suffolk, VA South Creek Development 90%none 4/1/2021 Preclosing M1 Bank 375,000$ 214,164$ 7/20/2021 17 Milton Milton, FL Timshel Development 100%none 4/1/2021 Preclosing M1 Bank 550,000$ 523,240$ 8/11/2021 18 Albemarle Landing Albemarle, NC South Creek Development 100%none 5/1/2021 Preclosing M1 Bank 754,310.00$ 569,454.03$ 9/4/2021 19 Woodfield Landing Havelock, NC South Creek Development 100%none 5/1/2021 Preclosing M1 Bank 340,280.00$ 306,199.21$ 9/14/2021 20 Pegram Landing II Lewisville, NC South Creek Development 100%none 5/1/2021 Preclosing M1 Bank 314,002.00$ 209,547.32$ 9/14/2021 21 Rock Quarry Raligh, NC South Creek Development 100%none 5/1/2021 Preclosing M1 Bank 743,591.00$ 611,643.37$ 9/16/2021 22 The Trails at Abilene Abilene, TX Generations Housing 100%none 2/24/2021 Preclosing M1 Bank 500,000.00$ 345,444.07$ 9/18/2021 23 Westview Terrace Spartanburg, SC South Creek Development 100%none 6/1/2021 Preclosing M1 Bank 400,000.00$ 152,246.50$ 12/8/2021 24 Harmony at Stonecrest Stonecrest, GA Timshel Development/JPM 60%Outlook Development/Parent Development5/1/2021 Preclosing M1 Bank 625,000.00$ 92,257.00$ 12/8/2021 25 Rio Mercado Apartments Tucson, AZ Rio Mercado Corporation 49%Rio Mercado Corporation 1/7/2021 Construction M1 Bank 4,500,000.00$ -$ 1/31/2023 AHP 500,000$ 2028 11,124,130$ 2036 N/A none Yes Yes *Guarantees are joint and several. Each guarantor is responsible for their prorata share, based on ownership, of any guarantee amount Page 66 of 102 Project Name City, State Units Type of Financing LIHTC %Subsided? Legacy Trails of Lindale Lindale , TX 76 LIHTC Equity + Traditional Construction & Perm Loan 9%No Tranquility at Griffin Griffin, GA 120 LIHTC Equity + Traditional Construction & Perm Loan 4%No Harmony at Conyers Conyers , GA 122 LIHTC Equity + Traditional Construction & Perm Loan 4%No Legacy Trails of Decatur Decatur, TX 70 LIHTC Equity + Construction Loan + USDA 538 9%No Harmony at Covington Covington, GA 122 LIHTC Equity + Traditional Construction & Perm Loan 4%No Oklawaha Village Hendersonville, NC 78 LIHTC Equity + Construction Loan + USDA 538 9%No Pegram Landing Lewisville, NC 60 LIHTC Equity + Traditional Construction & Perm Loan 9%No Woodfield Cove Havelock, NC 72 LIHTC Equity + Traditional Construction & Perm Loan 9%No Heritage Estates of Huntsville Huntsville, TX 48 LIHTC Equity + Traditional Construction & Perm Loan 9%No Estates at Rockwell Rockwell, OK 68 LIHT Equity + Construction Loan + HUD 221(d)(4)9%No Estates at Shiloh Dallas, TX 264 LIHTC Equity + Construction Loan + Freddie Mac 4%No Heritage Heights at Abilene Abiliene, TX 48 LIHTC Equity + Traditional Construction & Perm Loan 9%No Heritage Heights at Big Spring Big Spring, TX 66 LIHTC Equity + Traditional Construction & Perm Loan 9%No The Heights at Owen Tech Austin, TX 174 LIHTC Equity + Traditional Construction & Perm Loan 4%No Rio Mercado Apartments Tucson, AZ 107 LIHTC Equity + Traditional Construction & Perm Loan 4%No Harmony at Stone Mountain Stone Mountain, GA 118 LIHTC Equity + Traditional Construction + Freddie Mac 4%No Tranquility at Hope School Marianna, FL 30 Traditional Construction + Freddie Mac NA No Promenade at Grande Park Weeki Wachee, FL 80 LIHTC Equity + Traditional Construction & Perm Loan 9%No Hill Tide Development / Hill Tide Ventures Prior Experience Page 67 of 102 S i t e P l a n P a g e 6 8 o f 1 0 2 View south along Jefferson Davis Highway View north along Jefferson Davis Highway View west along Dwight Avenue View east along Dwight Avenue View east along Myron Avenue View south from Myron Avenue Site Photographs - Bellwood Crossing Page 69 of 102 Subject site Subject site Subject site Subject site Subject site Subject site Page 70 of 102 P a g e 7 1 o f 1 0 2 P a g e 7 2 o f 1 0 2 P a g e 7 3 o f 1 0 2 P a g e 7 4 o f 1 0 2 CHESTERFIELD COUNTY BOARD OF SUPERVISORS AGENDA Meeting Date: March 24, 2021 Item Number: 9.A.5.b. Subject: To Consider an Ordinance Amendment to Move the Polling Place for Precinct 106 from Harrowgate Elementary School at 15501 Harrowgate Road, to the New Harrowgate Elementary School Located at 4000 Cougar Trail Board Action Requested: The Board is requested to set a public hearing for April 28, 2021 to consider an ordinance amendment to move the polling place for Precinct 106 from Harrowgate Elementary School at 15501 Harrowgate Road, to the new Harrowgate Elementary School located at 4000 Cougar Trail. Summary of Information: The polling place for Precinct 106 in the Bermuda Magisterial District has been Harrowgate Elementary School at 15501 Harrowgate Road. The County has built a new elementary school to replace the old Harrowgate Elementary School; therefore, it is proposed that the the polling place be moved to the new Harrowgate Elementary School at 4000 Cougar Trail. Although the General Assembly has enacted a moratorium on changing precinct boundaries until after the 2020 census and redistricting cycle has been concluded, this moratorium does not preclude polling place changes. Attachments: 1.Ordinance Amendment - Polling Place for Harrowgate Elementary School Preparer:Jeff Mincks, County Attorney Approved By: Page 75 of 102 AN ORDINANCE TO AMEND THE CODE OF THE COUNTY OF CHESTERFIELD, 1997, AS AMENDED, BY AMENDING AND RE-ENACTING SECTION 7-3 BY MOVING THE POLLING PLACE HARROWGATE VOTING PRECINCT BE IT ORDAINED by the Board of Supervisors of Chesterfield County: (1)That Section 7-3 of the Code of the County of Chesterfield, 1997, as amended, is amended and re-enacted to read as follows: Sec. 7-3. Precinct boundaries and polling places. The following shall be the precinct boundaries and polling places for magisterial districts in the county: o o o BERMUDA MAGISTERIAL DISTRICT o o o Harrowgate Voting Precinct (106): o o o The voting place for Harrowgate Voting Precinct shall be Harrowgate Elementary School, 15501 Harrowgate Road 4000 Cougar Trail. o o o (2)That this ordinance shall become effective immediately upon adoption. 116677.1 Page 76 of 102 CHESTERFIELD COUNTY BOARD OF SUPERVISORS AGENDA Meeting Date: March 24, 2021 Item Number: 12.A. Subject: To Consider Proposed Ordinance Amendments Relating to Department of Utilities Fee Changes Board Action Requested: Hold a public hearing on proposed ordinance amendments relating to Department of Utilities fee changes. Summary of Information: This date and time has been scheduled to hold a public hearing on proposed Utilities ordinance fee changes. The Utilities Department’s analysis of the FY2022 budget, capital replacement and maintenance projects, and projections over the next ten years indicate that current revenues, without fee increases, will not be sufficient to cover operating and capital expenses. As an enterprise fund fully supported by payments from users, fee increases are necessary to offset costs of capital projects for rehabilitation of pump stations, new and replacement water tanks, new and replacement water and wastewater lines, investments in older neighborhoods to replace water and wastewater lines, the county’s contractual share of Richmond water plant projects, as well as maintaining the integrity of the county’s water and wastewater facilities. The additional revenues are required to meet the projected longer term operating and capital costs. This rate setting approach supports a financial plan to manage current and projected capital expenses and is prudent financial management necessary to maintain the triple AAA bond rating. The proposed changes in utility rates are displayed below. Fee: Rate: Customer cost charges $5.08 /month Water commodity cost charge $2.25/CCF Water capacity cost charge $7.95/ERU/month Wastewater commodity cost charge $2.32/CCF Wastewater capacity cost charge $14.15/ERU/month A net total increase of $3.1 million in revenues is anticipated from the change in the unit rate of the commodity charges and the water capacity charge ($2.5 million in commodity charges and $600,000 in the water capacity charge). The customer and wastewater capacity charges are unchanged from FY2021. A typical residential combined water and wastewater charge will increase $1.50 per month, from $57.67 to $59.17, or 2.6%, based on consumption of 7 CCFs (one CCF is 100 cubic feet or 748 gallons of water). Utility Connection Fees – There are no proposed fee changes for the water and wastewater capital cost Page 77 of 102 recovery charge portion of connection fees. Meter Charge - The meter charge for a residential five-eighth inch meter will increase by $120, from $80 to $200, due to installation of new advanced metering system meters. Larger meter sizes will increase as well. Companion Meter Charge – The installation of a residential companion meter for irrigation usage will increase from by $120, from $500 to $620. This is due to installation of new advanced metering system meters. The proposed ordinance is attached. Attachments: 1.Legal Notice - Utilities Fees Public Notice 3-10-21 2.FY22 Public Hearing Presentation (002) Preparer:Gerard Durkin, Acting Budget Director George Hayes, Director of Utilities Approved By: Page 78 of 102 TAKE NOTICE Take notice that the Board of Supervisors of Chesterfield County, Virginia, at an adjourned meeting on Wednesday, March 24, 2021, at 6 p.m. in the County Public Meeting Room at 10001 Iron Bridge Road, will hold a public hearing to consider: An ordinance to amend the Code of the County of Chesterfield, 1997, as amended, by amending and re-enacting Sections 18-22 and 18-27 relating to utilities connection fees and utilities user charges. This ordinance is being proposed pursuant to authority granted to the County by the County’s Charter and by Va. Code §§ 15.2-2109, 15.2-2118, 15.2-2119, 15.2-2122, and 15.2-2143. The full text of the ordinance is reproduced below. A copy of the ordinance and supporting documentation are also on file in the County Administrator’s office, Room 504, 9901 Lori Road, Chesterfield County, Virginia and may be examined by all interested persons between the hours of 8:30 a.m. and 5:00 p.m., Monday through Friday. The ordinance may also be reviewed at the County’s website at www.chesterfield.gov/utilities. NOTICE: Due to the COVID-19 coronavirus health emergency, the meeting may proceed under modified procedures. The meeting may take place (i) with Board members, staff, applicants and citizens present at the Public Meeting Room subject to masking and social distancing requirements or (ii) at a different location or (iii) entirely by electronic and remote means without persons physically present in the same room. Access to the Public Meeting Room may be severely restricted or even eliminated, depending on the prevailing circumstances on the day of the meeting. For the most current information, contact the Clerk of the Board of Supervisors at 748-1200 PRIOR to coming to the Public Meeting Room. The public is encouraged to submit comments through electronic means, email, by the internet, through the mail or by telephone. Citizens are encouraged to use the on-line comment form at https://www.chesterfield.gov/1231/Board-Meetings (to be activated on March 18, 2021). Although the Board of Supervisors will endeavor to accept such comments up to the start of the meeting, citizens are encouraged to submit comments no later than 5:00 p.m. on March 23, to ensure that the comments are provided to the Board of Supervisors prior to the meeting for their consideration. To obtain a copy of the referenced items, please contact the Clerk to the Board. Any persons with questions on the accessibility of the meeting or the need for reasonable accommodations should contact Sara Hall, Clerk to the Board, at 748-1200. Persons needing interpreter services for the deaf must notify the Clerk to the Board no later than March 19, 2021. AN ORDINANCE TO AMEND THE CODE OF THE COUNTY OF CHESTERFIELD, 1997, AS AMENDED, BY AMENDING AND RE-ENACTING SECTIONS 18-22 AND 18-27 RELATING TO UTILITIES CONNECTION FEES AND UTILITIES USER CHARGES BE IT ORDAINED by the Board of Supervisors of Chesterfield County: (1)That Sections 18-22 and 18-27 of the Code of the County of Chesterfield, 1997, as amended, are amended and re-enacted to read as follows: Sec. 18-22. - Connection fees. o o o Page 79 of 102 (c)  The meter and water service line installation charge shall be: o o o (2)  For installing meters: Inches Charge 5/8 $80.00 200.00 1 130.00 240.00 1½ 320.00 460.00 2 420.00 600.00 (3)  For installing residential outside use meters using existing service lines: $500.00 620.00. o o o Sec. 18-27. - Utility charges. Effective with bills issued on and after July 1, 201921, the consumer shall pay charges for utility service in accordance with the following schedules: (a)  Monthly service charges. The monthly service charge shall be: (1)  Customer cost charge. A customer cost charge of $2.54 for each service account. However, customers who have only a water account or a wastewater account shall pay a customer cost charge of $5.08. (2)  Commodity cost charge. (i)  Water: $2.15 2.25 per 100 cubic feet (Ccf). (ii)  Wastewater: $2.25 2.32 per 100 cubic feet (Ccf). (3)  Capacity cost charge. Monthly Capacity Charge Customer Class Meter Size (inches) Number of ERUs per Unit Water Wastewater (i) Dwelling, single-family, including townhouses and manufactured homes that are not located in a manufactured home park 5/8 1.00 $7.64 7.95 $14.15 (ii) Dwelling, two-family (per unit) 5/8 1.00 7.64 7.95 14.15 (iii) Manufactured homes that are located in a manufactured home park and multiple-family 0.85 6.49 6.76 12.03 Page 80 of 102 dwellings other than multiple-family dwellings used exclusively as housing for colleges or universities (per unit) (iv) All other customer classes 5/8 and ¾ 1.00 7.64 7.95 14.15 1 2.50 19.10 19.88 35.38 1½ 5.00 38.20 39.75 70.75 2 8.00 61.12 63.60 113.20 3 16.00 122.24 127.20 226.40 4 25.00 191.00 198.75 353.75 6 50.00 382.00 397.50 707.50 8 80.00 611.20 636.00 1,132.00 10 115.00 878.60 914.25 1,627.25 12 155.00 1,184.20 1,232.25 2,193.25 (v) The capacity cost charge for a dwelling that is served by a meter that is larger than five-eighths inch shall be the capacity cost charge in subsection (a)(3)(iv). o o o (2)That this ordinance shall become effective July 1, 2021. Notice to appear in the Richmond Times-Dispatch on March 10 & 17, 2021. Page 81 of 102 Page 82 of 102 PROPOSED FY2022 BUDGET March 24, 2021 Public Hearing Page 83 of 102 PROPOSED WATER & SEWER RATES AVERAGE MONTHLY INCREASE $1.50 $59.17 $64.95 $75.41 $111.07 $0.00 $50.00 $100.00 Chesterfield FY22 Proposed Hanover FY21 Henrico FY21 Richmond FY21 Chesterfield’s FY2022 Proposed Monthly Residential Charge Compared to the Current FY2021 Charge In Other Localities Wastewater Water Total Average Residential Customer’s Monthly Charge Water and Wastewater Service 7 CCF Monthly Usage Current Rates Proposed Rates Monthly Increase Water $25.23 $26.24 $1.01 Wastewater $32.44 $32.93 $0.49 Combined $57.67 $59.17 $1.50 Page 84 of 102 PROPOSED FY2022 BUDGET March 24, 2021 Public Hearing Page 85 of 102 PROPOSED FY2022 TAX RATES •NO CHANGES TO EXISTING TAX RATES •REAL ESTATE RATE REMAINS AT $0.95 •$10 GROSS RECEIPTS THRESHOLD FOR BUSINESS PROFESSIONAL OCCUPANCY LICENSE (BPOL) TAX WILL INCREASE FROM $300,000 TO $400,000 Page 86 of 102 PROPOSED FY2022 BUDGET March 24, 2021 Public Hearing Page 87 of 102 FY2022 THEMES •Recognizing the workforce •Public Safety pay plans totaling $13.8M in year one, covering over 1,300 employees •Teacher pay study; impacts over 4,700 teachers and other staff, totaling more than $23.2M •Mid-year 2% merit increase for all other general government employees and restores all career development and training programs •Investing in our children’s future •$18.0M increase (over FY2021) in local support for schools -the largest increase in history •Also includes funding (+$4.0M) for differentiated financial support for schools and differentiated staffing support •Preventative and major maintenance ($947,500); on the heels of December’s $58M major maintenance investment •Continuing our commitment to public safety •Includes 20 positions to fully staff the new Midlothian fire station which will add a ladder truck and a medic to the system •Implements new police deployment plan; first major update to patrol command structure since 1989 (9 positions; $1.8M) •Adding four new Sheriff positions to allow for staffing flexibility/facility maximization Page 88 of 102 FY2022 THEMES •Enhancing quality of life •Libraries focus on multi-year transition from part-time to full-time positions; adds 7 positions in FY22 proposal •$1.1M included to establish new athletic field crew and principal maintenance workers -largest investment in parks staffing in over a decade •Diversifying and bolstering our economic base •The plan is also mindful of Chesterfield businesses; the business license exemption threshold is proposed to increase from $300k to $400k which would exempt an additional 400+ businesses from the tax and reduce the BPOL bill for another 3,200 county businesses •Raises personal property exemption from $1,000 to $1,500 which alleviates the personal property bill on approximately 14K vehicles •Expands tax relief for the elderly and disabled citizens by factoring inflation into income eligibility to restore and target relief where needed most •Strengthening investment in infrastructure and technology •Large increase in sidewalk/trail budget; $19M programmed over next five for promote community connectivity •Plan reflects new capital funding source, Central Virginia Transportation Authority (CVTA); additional investment of $116.6M over next five years; transportation investment of over $200M Page 89 of 102 EDUCATION$0.44 HEALTH & WELFARE CAPITAL$0.07 PUBLIC WORKS & COMMUNITY DEVELOPMENT GENERAL GOVERNMENT$0.06PUBLIC SAFETY$0.27 OTHER MISC. $0.01 PARKS, RECREATION, CULTURAL $0.03 $0.07 $0.05 $0.78 of every dollar dedicated to education, public safety and capital Page 90 of 102 PROPOSED FY2022 BUDGET March 24, 2021 Public Hearing Page 91 of 102 GENERAL GOVERNMENT FY2022-2026 CIP Libraries $36,000,000 8% Human Services $13,450,000 3% Airport $16,448,900 4% Major Maintenance $62,435,900 14% Parks and Recreation $22,450,000 5% Public Safety $52,816,700 11% Community Development $226,811,900 50% Technology $24,959,000 5% •Community Development •General road improvements ($26.5M), site acquisition ($4.0M), continued investment in stormwater ($10.2M) •Major Maintenance •Major maintenance planned for parks ($15.8M) will include picnic shelter replacements, athletic field lighting, building renovations and roof replacements, adult fitness exercise stations •CIP also includes $150M for planned County referendum projects and $300M for Schools referendum •County referendum projects include police and fire stations, libraries, parks •Schools referendum emphasis on middle schools replacement and renovation Page 92 of 102 PROPOSED FY2022 BUDGET March 24, 2021 Public Hearing Page 93 of 102 CDBG AND HOME ANNUAL PLANS Program FY2022 Better Housing Coalition 450,000 CDBG Program Administration 167,300 Emergency Home Repair Program 100,000 Local Initiatives Support Corporation (LISC)65,000 Maggie Walker Community Land Trust 270,000 Project: HOMES Critical Home Repair 300,000 Rebuilding Together 75,000 Richmond Metropolitan Habitat for Humanity 200,000 Route One Association for Revitalization (ROAR)104,000 Route One Corridor Business Survey 27,500 Subtotal FY2022 CDBG $1,531,500 Repurposed Appropriation $227,300 Housing Opportunities Made Equal 101,600 Project: HOMES Comprehensive Home Repair Program 334,500 Project: HOMES Community Housing Development Organization (CHDO)150,000 Subtotal HOME $586,100 Total FY2022 Recommended CDBG and HOME Projects $2,117,600 Page 94 of 102 PROPOSED FY2022 BUDGET March 24, 2021 Public Hearing Page 95 of 102 CHESTERFIELD COUNTY BOARD OF SUPERVISORS AGENDA Meeting Date: March 24, 2021 Item Number: 12.B. Subject: To Consider Proposed 2021 Tax Rates Board Action Requested: Hold a Public Hearing on the Proposed 2021 Tax Rates Ordinance Summary of Information: This date and time has been scheduled to hold a public hearing on tax rates for the tax year 2021. The County Administrator's Proposed FY2022 Budget holds rates constant with those in tax year 2020 and recommends an increase in the $10 gross receipts threshold for business professional occupancy license (BPOL) tax. The real estate tax rate advertised for this public hearing is $0.95. All tax rates advertised were unchanged from 2020. The $10 gross receipts threshold for BPOL tax is recommended to increase from $300,000 to $400,000. Based on the advertisement, the Board of Supervisors cannot adopt tax rates higher than those advertised. Attachments: 1.Ordinance to Establish the Annual Tax Levy on Various Classes - 2021 Preparer:Gerard Durkin, Acting Budget Director Approved By: Page 96 of 102 0623:114106.1 1 AN ORDINANCE TO ESTABLISH THE ANNUAL TAX LEVY ON VARIOUS CLASSES OF PROPERTY FOR THE COUNTY OF CHESTERFIELD BE IT ORDAINED by the Board of Supervisors of Chesterfield County: (1)That for the year beginning on the first day of January, 2021, and ending on the thirty-first day of December, 2021, the taxes on property in all the Magisterial Districts of the County of Chesterfield shall be as follows: Sec. 1. Real Property and Mobile Homes. (a)Except as provided in Sec. 1 (b), on tracts of land, lots or improvements thereon and on mobile homes the tax shall be $0.95 on every $100 of assessed value thereof. (b)On tracts of land, lots or improvements thereon and on mobile homes in the Powhite Parkway-Charter Colony Parkway Interchange Service District the tax shall be the tax provided in Sec. 1 (a) plus $0.05 on every $100 of assessed value thereof. Sec. 2. Personal Property. (a)On automobiles, trailers, boats, boat trailers, other motor vehicles and on all tangible personal property used or held in connection with any mining, manufacturing or other business, trade, occupation or profession, including furnishings, furniture and appliances in rental units, the tax shall be $3.60 on every $100 of the assessed value thereof. (b)On aircraft as defined by Section 58.1-3503 and -3506 of the Code of Virginia, 1950, as amended, the tax shall be $.50 on every $100 of the assessed value thereof. (c)On motor vehicles owned or leased by members of volunteer rescue squads, volunteer fire departments, volunteer police chaplains and by auxiliary police officers as provided in Section 9-57, Code of the County of Chesterfield, 1997, as amended, the tax shall be $.96 on every $100 of the assessed value thereof. (d)On wild or exotic animals as defined by Section 58.1-3506 of the Code of Virginia, 1950, as amended, the tax shall be $0.01 on every $100 of the assessed value thereof. (e)On motor vehicles which use clean special fuels as defined in Section 46.2- 749.3 of the Code of Virginia, 1950, as amended, the tax shall be $3.24 on every $100 of the assessed value thereof. Page 97 of 102 0623:114106.1 2 (f)On motor vehicles, trailers, and semitrailers with a gross vehicle weight of 10,000 pounds or more used to transport property for hire by a motor carrier engaged in interstate commerce, the tax shall be $.96 on every $100 of the assessed value thereof. (g)On motor vehicles which are specially equipped to provide transportation for physically handicapped individuals, the tax shall be $.01 on every $100 of the assessed value thereof. (h)On computer equipment and peripherals used in a data center as defined by Section 58.1-3506(A)(43) of the Code of Virginia, 1950, as amended, the tax shall be $0.24 on every $100 of assessed value thereof. Sec. 3. Public Service Corporation Property. (a)On that portion of real estate and tangible personal property of public service corporations which has been equalized as provided in Section 58.1-2604 of the Code of Virginia, 1950, as amended, the tax shall be $0.95 on every $100 of the assessed value thereof determined by the State Corporation Commission. (b)The foregoing subsections to the contrary notwithstanding, on automobiles and trucks belonging to such public service corporations the tax shall be $3.60 on every $100 of assessed value thereof. Sec. 4. Machinery and Tools. On machinery and tools used in a manufacturing or mining business the tax shall be $1.00 on every $100 assessed value thereof. Page 98 of 102 CHESTERFIELD COUNTY BOARD OF SUPERVISORS AGENDA Meeting Date: March 24, 2021 Item Number: 12.C. Subject: To Consider FY2022 Proposed Budget Board Action Requested: Hold a Public Hearing on the FY2022 Proposed Budget Summary of Information: This date and time has been scheduled to hold a public hearing on the County Administrator's FY2022 Proposed Budget which totals $1,554,072,500. Attachments: None Preparer:Gerard Durkin, Acting Budget Director Approved By: Page 99 of 102 CHESTERFIELD COUNTY BOARD OF SUPERVISORS AGENDA Meeting Date: March 24, 2021 Item Number: 12.D. Subject: To Consider FY2022-2026 Proposed Capital Improvement Program Board Action Requested: Hold a Public Hearing to consider the FY2022-2026 Proposed Capital Improvement Program. Summary of Information: This date and time has been scheduled to hold a public hearing on the County Administrator's Proposed five- year Capital Improvement Program for FY2022-2026. The $1,196,907,900 program for County, Roads, Schools, and Utility projects is as follows: General County Projects $243,650,500 Roads 211,721,900 School Projects 421,445,500 Utility Projects 320,090,000 Total $1,196,907,900 Attachments: None Preparer:Gerard Durkin, Acting Budget Director Approved By: Page 100 of 102 CHESTERFIELD COUNTY BOARD OF SUPERVISORS AGENDA Meeting Date: March 24, 2021 Item Number: 12.E. Subject: To Consider FY2022 Proposed Community Development Block Grant and the HOME Investment Partnership Annual Plan Board Action Requested: Hold a Public Hearing on the FY2022 Proposed Community Development Block Grant and the HOME Investment Partnership Annual Plan Summary of Information: This date and time has been scheduled to hold a public hearing on the FY2022 Proposed Community Development Block Grant and the HOME Investment Partnership Annual Plan. The FY2022 recommendation for this program totals $2,117,600, which is comprised of $1,304,200 in new CDBG allotments, $227,300 in repurposed appropriation, and $586,100 in new HOME Investment Partnership allotments. These allocations are based upon the final award notification from HUD of an approved grant amount for FY2022. The County's Community Development Block Grant and HOME Investment Partnership Annual Plan for FY2022 is required to be submitted to the U.S. Department of Housing and Urban Development by August 16, 2021. The submission must follow a required public hearing by the Board of Supervisors. Attachments: None Preparer:Gerard Durkin, Acting Budget Director Approved By: Page 101 of 102 CHESTERFIELD COUNTY BOARD OF SUPERVISORS AGENDA Meeting Date: March 24, 2021 Item Number: 15.A. Subject: Adjournment and Notice of Next Scheduled Meeting of the Board of Supervisors Board Action Requested: Summary of Information: Motion of adjournment and notice of the Board of Supervisors meeting to be held on April 7, 2021 at 6:00 p.m. in the Public Meeting Room. Attachments: None Preparer:Sara Hall, Clerk to the Board of Supervisors Approved By: Page 102 of 102