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HomeMy WebLinkAbout2019 Draft Current and Capital Budget1 Table of Contents Corporate Budget Schedules ............................................... 2 Introduction to Clarington .................................................. 3 Introduction to the 2019 Budget ....................................... 5 2019 Operating Budget Overview.................................... 7 Basis of Accounting and Financial Reporting .............. 12 Staff Complement ............................................................. 14 Operating Budget Summary ........................................... 16 2019 Capital Budget Overview ....................................... 18 Departments, Agencies, and Boards ................................ 21 Mayor and Council............................................................ 21 Administration.................................................................... 23 Legal Services................................................................... 26 Corporate Services........................................................... 28 Clerks Department ............................................................ 31 Finance and Unclassified Administration...................... 35 Emergency Services ........................................................ 38 Engineering Department ................................................. 41 Operations Department ................................................... 52 Community Services ........................................................ 58 Planning Services ............................................................. 66 Clarington Library ............................................................. 69 Museums and Art .............................................................. 72 External Agencies............................................................. 74 Equity Schedules .................................................................. 76 Long-term Debt Strategy ................................................. 76 Long-term Debt Schedules ............................................. 76 Reserves and Reserve Funds ........................................ 80 Departmental Summaries 2 Corporate Budget Schedules Departmental Summaries 3 Introduction to Clarington About Clarington The Municipality of Clarington is a beautiful community that forms the eastern boundary of the Greater Toronto Area. Clarington is one of eight municipalities located in the Region of Durham. With a population of over 95,000 residents and growing, Clarington offers residents a blend of city living and rural charm. Clarington is a large municipality, covering an area of approximately 612 square kilometres consisting of four major urban centres and 13 hamlets. Residents enjoy waterfront trails alongside Lake Ontario, Greenbelt protected farmlands and the natural beauty of the Oak Ridges Moraine. Vision, Mission and Values The Municipality of Clarington adopted the following vision and mission statements as part of its 2014 to 2018 Strategic Plan. Vision Building a sustainable, creative, caring community. Mission Committed to leadership, to respect and to the delivery of quality services. Departmental Summaries 4 2018 to 2022 Municipal Council The Council for the Municipality of Clarington consists of • Mayor Adrian Foster • Regional Councillors Joe Neal (Ward 1 and 2) and Granville Anderson (Ward 3 and 4) • Local Councillors Janice Jones (Ward 1), Ron Hooper (Ward 2), Corinna Traill (Ward 3) and Margaret Zwart (Ward 4) (Back row: Janice Jones, Margaret Zwart, Ron Hooper, Corinna Traill. Front row: Joe Neal, Adrian Foster, Granville Anderson) Departmental Summaries 5 Municipality of Clarington Organizational Chart Mayor and Council Chief Administrative Officer Municipal Clerk Director of Community Services Director of Corporate Services Director of Emergency Services / Fire Chief Director of Finance / Treasurer Director of Operations Director of Engineering Director of Planning Introduction to the 2019 Budget The operating budget provides funding for the Municipality’s programs and services and pays for investments that support economic development, quality of life and our natural environment. The proposed 2019 budget includes several key changes: • Net increases in non-tax related revenues (such as investment income, program fees, other revenue) of $102,177 ($710,800 of new revenues and $608,623 lost revenue) • Net increase in operating expenses of $1,212,614 (includes decreased expenses of $2,366,577 and increase in other areas of $3,579,191) reflecting changing priorities and departmental presentation changes (e.g. Community Services reallocated costs between divisions). This includes service level changes of: o Corporate Services - $10,000 for other capital (two additional photocopiers) Departmental Summaries 6 o Operations - $385,000 for urban/rural tree replacement (funded from Tax Rate Stabilization Reserve Fund) o Operations - $90,000 for catch basin / sewer maintenance o Operations - $25,000 to create a permanent funding for emergency clean up o Community Services - $30,000 for event programming including Canada Day o Planning Services - $10,000 each for Orono and Courtice CIP funding • Reduction in reserve transfers to the operating fund of $713,214, which corresponds with several projects in 2018 which were reserve funded. • Elimination of transfer of $25,000 to tax-write off reserve. This will now be funded from the Tax Rate Stabilization Reserve Fund. • Increase contribution to the municipal election reserve of $90,000 ($125,000 in total) to fund the 2022 election and proposed ward boundary review. • Reduction in transfers from reserve funds of $215,401 which corresponds with specific projects • Decrease contributions to reserve funds $91,140 (Municipal Government Enterprise, Municipal Capital Works) • Increase to reserve funds, to provide future asset replacement funding o Fire Equipment reserve fund $25,000 o Facilities / Parks maintenance reserve fund $25,000 o Operating equipment reserve fund $25,000 o Community Services capital reserve fund $25,000 o Future Staffing reserve fund $125,000 • Increase to tax supported capital $711,781 • Proposed new staffing $430,000 • Proposed additional capital (not included in budget summaries) o Council Chamber upgrades $70,000 o Playground equipment upgrades $130,000 o Orono Town Hall accessibility upgrades $207,000 • Requests from outside parties o Hope of Durham Regional capital fund $5,000 o Grandview Children’s Centre $20,000 o Lakeridge Hospital (establish a reserve fund) $250,000 o External agencies $322,189 (includes John Howard Society providing two youth centres for a full year) Departmental Summaries 7 2019 Operating Budget Overview The proposed levy increase for 2019 is calculated as follows: Description 2019 Budget Net Levy per Management Reporter $ 51,994,199 Adjustments T / L support to capital 7,910,643 2018 Levy (56,757,965) Assessment Growth (1,814,429) New staff 430,000 Estimated health and dental benefit increase 297,952 Increase to Future Staffing 125,000 Hope of Durham Regional Capital 5,000 Grandview Children's Centre 20,000 Lakeridge Hospital Reserve Fund 250,000 Council Chamber upgrades 70,000 Playground upgrades 130,000 Orono Town Hall accessibility upgrades 207,000 Budget increase $ 2,867,400 This represents an increase of 5.1% over the 2018 Municipal budget. As the Municipality of Clarington represents approximately 33% of the overall property tax bill, this translates to an approximate increase in the property tax bill of 1.7%. Departmental Summaries 8 Historical Assessment Growth and Tax Levy Increases The Municipality has seen significant growth in assessment since 2008, primarily in residential assessment. The average annual residential assessment growth since 2009 is 6.3% per year, commercial assessment has averaged 3.8% per year over this period for an overall average growth of 5.9% per year since 2008. 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Non-Residential Assessment 949,816,1,013,52 1,085,28 1,193,26 1,276,14 1,681,89 1,820,50 1,486,96 1,529,85 1,649,63 1,236,88 1,315,15 Residential Assessment $6,515,8 $6,960,4 $7,359,8 $7,777,6 $8,263,1 $8,319,7 $8,743,5 $9,585,0 $10,026,$10,889,$11,942,$13,038, $- $2,000,000,000 $4,000,000,000 $6,000,000,000 $8,000,000,000 $10,000,000,000 $12,000,000,000 $14,000,000,000 $16,000,000,000 Historical Assessment 2008 to 2019 Residential Assessment Non-Residential Assessment Departmental Summaries 9 Historically, the Municipality of Clarington has had a high percentage of its assessment consisting of the residential assessment. With over 80% of overall assessment being from the residential tax class, the residential taxpayer in Clarington bears a significant burden of the tax levy. Residential Farmland Multi-Res Commercial Industrial Large Industrial Pipeline Managed Forest Exempt 2019 $12,353,533 548,596,334 136,333,156 925,892,753 125,299,526 175,737,765 53,145,148 35,081,997 532,214,452 $- $2,000,000,000 $4,000,000,000 $6,000,000,000 $8,000,000,000 $10,000,000,000 $12,000,000,000 $14,000,000,000 2019 Assessment By Type Departmental Summaries 10 Since 2008, the average local budget increase has been 3.5% per year. This does not include changes in the Region of Durham tax levy. 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 4.00% 4.50% 5.00% 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Local Budget Increase As a % Departmental Summaries 11 As part of the provision of services to the ratepayers of the Municipality, each year’s budget includes tax support to investment in capital assets. These assets may be new facilities, repairs to existing facilities or rehabilitation of roads. Since 2009 the municipality has increased tax funding to the capital budget by 9.3% per year. -30% -20% -10% 0% 10% 20% 30% $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 $9,000,000 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Tax Support to Capital 2008 to 2019 Support to Capital Budget Change in capital support Departmental Summaries 12 2019 Budget Schedule Date Subject / Meeting October 26, 2018 Departments submit 2019 operating and capital budgets November 9, 2018 2020 – 2023 operating and capital forecasts due The week of November 19, 2018 Meetings with CAO, Treasurer and department heads January 18, 2019 Budget workshop with Council (Special GGC) February 5, 2019 Budget book circulated February 15, 2019 Special GGC for agencies February 19, 2019 Special GGC for main budget February 25, 2019 Council ratification Basis of Accounting and Financial Reporting Financial information and financial statements are prepared and presented in accordance with generally accepted accounting principles for local governments as recommended by the Public Sector Accounting Board (PSAB) of Chartered Professional Accountants Canada (CPA Canada). The Municipality of Clarington follows the accrual basis of accounting for financial reporting, as required by the Ontario Municipal Act. This accrual method recognizes revenues as they are earned and expenditures as they are incurred. At year end if required revenues and expenses that have not yet been processed are recognized and then reversed in the following year when the transaction is processed. Effective Jan 1, 2008 the Municipality began reporting tangible capital assets on the annual financial statements as required by PSAB 3150, Tangible Capital Assets. The fund accounting method or cash budget prepared by the Municipality of Clarington is converted to full accrual basis accounting for the purpose of financial reporting, in the following way: • The Capital Fund is reported through the Tangible Capital Asset accounts in the Consolidated Statement of Financial Position. Departmental Summaries 13 • The Reserves or Reserve Fund is reflected in the Consolidated Statement of Financial Position as “Accumulated Surplus”. • The Operating Fund is reflected in the Consolidated Statement of Operations which is adjusted to reflect interest on debt only, the amortization expense, gain or loss on disposal of tangible capital assets, post-employment benefits and solid waste landfill closure and post closure expenses. • Capital budgets should result in tangible capital assets –capital asset management policy defines tangible capital assets in section 7 of the policy. Fund Structure and Basis of Budgeting The Municipality of Clarington uses fund accounting for budgeting purposes. The budget is composed an operating fund, capital fund and reserves and reserve funds. Tax supported services are levied on the assessed value of property. The Municipality does have user fees which support service delivery where appropriate. The Municipal Act, O. Reg. 284/09 requires municipalities to budget for amortization expense, post- employment benefits and solid waste landfill closure and post closure expenses or, if the municipality does not budget for these items, to report to Council advising of these exclusions. To comply with this regulation the Municipality reports on how these expenses are to be funded before Council adopts the budget. However, the Municipality does not budget for these items. The operating and capital budgets are approved each year by Council for the period of January 1 to December 31. General Fund Activities are budgeted annually for each program based on the estimated operating costs. The operating budget includes annual expenditures for personnel costs, administrative expenses, materials, supplies and utilities, purchased services, financial expenditures, minor capital equipment and renovations, debt charges, reserve transfers, subsidy revenue for Ontario and Canada grants and program fees and service charges. There are many considerations in developing budgets. Included are compensation agreements, inflation, mandated service requirements, Council Strategic Plan, Council Guidance, and customer needs. At the end of any given budget year as part of the year-end process, any net surplus or deficit is transferred to or from reserves and/or reserve funds. In 2019, the Finance Department is preparing to bring to Council a Surplus/Deficit policy, which will identify how surpluses are to be allocated for future use. Departmental Summaries 14 Capital Fund Capital projects are generally budgeted in one year, however they can be budgeted in multiple years if each element is considered an independent discreet project such as design and construction. Clarington’s capital budget includes expenditures and financing sources to acquire and/or construct tangible capital assets such as municipal facilities, roads, bridges, and the purchase of fleet related equipment. The capital budget is established on a project by project basis, where the budget includes the full cost of the project regardless if costs are incurred in more than one fiscal year. The corresponding expenditures may materialize over several years as the project is completed. Upon completion, each project is closed and any surplus or deficit is transferred to the applicable reserve or reserve fund to be used in the event of contingency expenditures due to a project going over budget. The Municipality will be reviewing its capital expenditure policy and the process for which variances are dealt. Reserve Funds The use of reserves is an integral part of the budget planning process and is an important financial tool in developing short and long-term fiscal policies. Prudent use of reserves help mitigate fluctuations in taxation and rate requirements and assist in funding capital projects. The Municipality will be establishing a reserve and reserve fund policy which will outline the purpose and target balance for reserves and reserve funds. Staff Complement The Municipality of Clarington employs individuals in full-time, part-time and seasonal basis. The Municipality’s full-time staff complement is summarized below: Department 2017 Full Time 2018 Full Time 2019 Full Time Mayor & Council 3 3 3 CAO 9 9 9 Legal 2 2 2 Corporate Services 24 25 25 Departmental Summaries 15 Department 2017 Full Time 2018 Full Time 2019 Full Time Clerks 23 23 23 Finance 23 23 23 Emergency Services 70 70 70 Engineering 31 32 32 Operations 69 71 71 Community Services 46 48 48 Planning 26 25 25 Total Staff 326 331 331 The above does not include proposed positions which have not been approved by Council. The following new positions are being recommended for 2019: • Extend the contract of a Planner II (Contracted already to May 2019), to December 2020 • Merge two part-time Tourism positions to one full-time position • Add three additional temporary staff and two seasonal staff in Operations to address forestry and parks maintenance requirements • Add a part-time Animal Care Attendant in Clerk’s • Create a Traffic Technician and a Development and Utility Technician to provide support in development areas • Provide municipal funding for a Climate Change Coordinator as part of a funding agreement (approved January 14, 2019) Departmental Summaries 16 Operating Budget Summary Summary Revenues 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $(23,650) $(45,020) Unassigned $0 $0 $0 $0 233,726 0 PSAB 0 0 0 0 (71,562,986) (72,349,748) Non- Departmental (67,120,152) (70,248,646) (12,843,271) 57,405,375 (252,093) (155,871) Administrator’s Office (165,500) (165,500) (159,000) 6,500 (129,503) (117,841) Legal Office (69,000) (170,000) (160,000) 10,000 (137,263) (255,577) Corporate Services (3,000) (8,000) (12,000) (4,000) (835,105) (867,965) Clerk’s (685,900) (684,900) (680,900) 4,000 (2,658,819) (1,661,569) Finance and Unclassified Admin (1,552,000) (1,502,000) (1,390,000) 112,000 (271,556) (267,912) Emergency Services (85,000) (110,000) (110,000) 0 (3,718,875) (4,117,953) Engineering Services (1,550,700) (1,605,532) (1,605,532) 0 (945,696) (1,938,492) Operations (684,800) (672,423) (653,300) 19,123 (5,055,074) (5,054,542) Community Services (5,002,965) (5,242,466) (4,949,000) 293,466 (1,082,209) (934,239) Planning Services (596,675) (702,300) (814,400) (112,100) (116,589,729) (120,524,289) Levies (113,286,356) (117,705,509) 0 117,705,509 (203,300) (211,820) Unassigned (BIA) (203,300) (211,820) (215,200) (3,380) $(203,232,132) $(208,502,838) Total Revenue $(191,005,348) $(199,029,096) $(23,592,603) $175,436,493 Departmental Summaries 17 Summary Expenditures 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $868,778 $919,633 Mayor $879,297 $920,932 $934,534 $13,602 2,124,467 2,020,886 Administrator 2,104,612 2,100,193 2,171,847 71,654 363,829 481,611 Legal Office 417,242 546,792 542,805 (3,987) 4,485,747 4,606,073 Corporate Services 4,264,170 4,720,273 4,469,127 (251,146) 3,301,809 3,607,270 Clerk’s 3,183,373 3,740,364 3,506,985 (233,379) 11,229,125 6,809,113 Finance and Unclassified Administration 5,659,677 5,475,537 5,427,813 (47,724) 13,401,053 12,528,819 Emergency Services 12,112,470 12,362,786 12,413,009 50,223 21,317,903 8,434,866 Engineering Services 7,453,765 7,987,616 5,165,545 (2,822,071) 22,558,035 20,859,276 Operations 17,691,645 19,783,324 17,866,849 (1,916,475) 17,123,442 14,348,994 Community Services 14,821,576 14,905,003 14,481,051 (423,952) 4,265,885 4,310,949 Planning Services 4,843,688 4,378,036 3,993,113 (384,923) 116,589,729 120,524,288 Levies 113,286,356 117,705,509 0 (117,705,509) 203,300 211,820 Unassigned 203,300 211,820 215,200 3,380 3,328,475 3,187,044 Libraries 3,200,886 3,261,220 3,216,248 (44,972) 522,221 498,181 Museums & Arts 499,491 499,491 529,145 29,654 383,800 430,200 External Agencies 383,800 430,200 653,531 223,331 $222,067,598 $203,779,023 Total Expenditures $191,005,348 $199,029,096 $75,586,802 $(123,442,294) Departmental Summaries 18 Net Levy Impact 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $18,835,466 $(4,723,811) Net Levy $0 $0 $51,994,199 $51,994,199 2019 Capital Budget Overview The Municipality of Clarington’s capital budget is based on the same calendar year as the operating budget. Capital projects and assets include such items as: •Fleet •Roads •Bridges •Buildings •Software and Hardware systems •Equipment The Municipality uses various forms of financing to support the capital budget plan, including: •Debt financing (long term debt financing is through the Region of Durham) •Grants and support from other levels of government (including Federal Gas Tax and the Ontario Community Infrastructure Fund) •Reserves and reserve funds (accumulated from prior years and including development charges) •Levy (current year taxes) The 2019 budget does not include any proposed new debt financing for the Municipality’s departments. However there is potential request from the Clarington Public Library for support for work at the Bowmanville branch. The $750,000 request could be handled through an internal borrowing from reserve funds, or could be included with other works as an external debenture if Council desired. Departmental Summaries 19 The bulk of our capital budget is in Engineering Services which includes new roads and road rehabilitation programs. The Operations Department includes road surfacing / rehabilitation as well as parks and building maintenance. The following table shows the 2019 capital budget by department: Project Gross Cost Tax Levy External Financing Reserve and Reserve Funds Development Charges Corporate Services $1,450,000 $(310,000) $0 $(1,140,000) $0 Clerk’s 79,000 0 0 (79,000) 0 Emergency Services 301,500 (221,500) 0 (80,000) 0 Engineering Services 17,245,500 (3,393,989) (660,000) (5,350,650) (7,840,861) Operations 4,943,750 (2,731,250) 0 (1,560,000) (652,500) Community Services 1,002,500 (383,000) 0 (619,500) 0 Planning Services 764,354 (696,728) 0 (67,626) 0 Libraries 2,351,765 (174,176 (750,000) (1,300,000) 0 $28,138,369 $(7,910,643) $(1,410,000) $(10,196,776) $(8,493,361) In addi tion to the above, there are capital requests which are late additions to the proposed budget, financing has not been identified at this time: Project Cost Reason Council Chamber upgrades $70,000 Changes to front dais to provide better accessibility and allow staff to be on same level Playground equipment upgrades 130,000 Over the last several years, deficiencies have become more prominent in some of the older play units. These units had been replaced as part of our annual pay unit replacement program but have not performed as well as expected. They have reached a point where maintenance repair and the loss of play value for the children of the communities warrant replacement before the expected life span is reached. Orono Town Hall accessibility upgrades 295,000 The Or ono Town Hall is a historic one-storey building that is not accessible and without barrier free washrooms. The scope of work includes installation of an elevator at the south Departmental Summaries 20 Project Cost Reason east corner of the building, a universal washroom and improved travel path. This project will increase accessibility and safety by providing a barrier free path of travel to both the upper level hall and the lower level meeting rooms and washrooms Departmental Summaries 21 Departments, Agencies, and Boards Mayor and Council What Does Mayor and Council Do? The Municipality of Clarington Council acts as the final decision-making body for the Municipality. Council membership includes an elected Mayor, two elected Regional Councillors and four elected Local Councillors. The Municipal Act defines the responsibilities of the Mayor who holds dual roles as the Head of Council and the Chief Executive Officer of the Municipality. As the Head of Council, the Mayor presides over Council meetings so that its business can be carried out efficiently and effectively; provides information and recommendations to Council with respect to the role of Council; and represents the Municipality at official functions. As the Chief Executive Officer, the Mayor upholds and promotes the purposes of the Municipality and fosters public interest and involvement in the Municipality and its activities. The Mayor is one of three representatives of Clarington to the Region of Durham’s Council. Regional Councillors have a number of responsibilities as elected officials. Regional Councillors participate on Regional Council and Committees to make decisions for the Region of Durham. Local Councillors have si milar responsibilities as Regional Councillors however do not represent the Municipality at Regional Council. Local Councillors may sit on several local committees as Council representatives. Departmental Summaries 22 Who Works for Mayor and Council Mayor and Council Community Co- ordinator Administrative Assistant to Council Executive Assistant to the Mayor Operating Budget Summary For the 2019 budget year, increases include regular wage increases only as well as minor increases for phone expenses related to the Region of Durham discontinuing their reimbursement of cell phones for members of Regional Council. The summary operating budget for Mayor and Council follows: 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $426,516 $425,475 Mayor $417,549 $434,299 $440,964 $6,665 398,237 442,071 Council 411,548 433,788 440,725 $6,937 27,176 32,685 Council Ward 33,464 34,788 34,788 0 17,850 19,403 Regional Council 16,736 18,057 18,057 0 $869,779 $919,634 Total Expenditures $879,297 $920,932 $934,534 $13,602 Departmental Summaries 23 Administration What Does Administration Do? The Chief Administrative Officer (CAO) is appointed by Council to oversee the administration of the corporation. One of the main roles of the CAO is to make sure that Council's decisions are carried out. The CAO also advises Council on policy and programs. One of the main governing policies has to do with transparency and accountability. The CAO is also responsible for establishing administrative policies and procedures as well as overseeing the management of Municipal staff. The CAO ensures the organization is run in an efficient and effective manner. The Chief Administration Officer also assists Council in developing a strategic plan. The document sets out Council priorities for its four-year term; it's a compilation of goals that Councillors want to achieve while in Office. The Chief Administrative Office is also responsible for Communications and Tourism. Our main priority is to inform and engage the community. We strive to make sure that residents know what's going on in the Municipality and in their Government. Communications is responsible for the Municipal website, as well as our Twitter, Facebook and YouTube sites. We also work hard to promote Clarington as a top of mind tourism destination. We have a beautiful diverse community and we want to share it. Departmental Summaries 24 Who Works for Administration? Chief Administrative Officer Manager of Internal Audit Communications and Tourism Manager Communications / Social Media Specialist Communication Co-ordinators (2) Communications / Information Clerk (2) Tourism Co -ordinator Tourism Programmer (PT) Tourism Clerks (2 PT) Executive Assistant to the CAO Departmental Summaries 25 Operating Budget Summary Summary Revenues 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $(12,718) $(2,730) Administration $(2,000) $(2,000) $0 $2,000 (44,535) (43,559) Communications (65,000) (65,000) (45,000) 20,000 (31,086) (30,940) Tourism (15,000) (15,000) (30,500) (15,500) (163,754) (78,643) Port Granby (83,500) (83,500) (83,500) 0 $(252,093) $(155,871) Total Revenue $(165,500) $(165,500) $(159,000) $6,500 Summary Expenditures 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $330,000 $339,900 Clarington Board of Trade $330,000 $339,900 $356,097 $16,197 562,666 494,649 Administration 549,510 529,027 539,459 10,432 804,589 805,203 Communications 806,566 818,177 853,429 32,252 275,097 303,461 Tourism 335,036 329,589 339,362 9,773 152,115 77,673 Port Granby 83,500 83,500 83,500 0 $2,124,467 $2,020,886 Total Expenditures $2,104,612 $2,100,193 $2,171,847 $68,654 Net Levy Impact 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $1,872,375 $1,865,014 Net Levy $1,939,112 $1,934,693 $2,012,847 $78,154 Capital Budget Summary The CAO’s Office does not have any capital requests for 2019. Departmental Summaries 26 Legal Services What Does Legal Services Do? Legal Services is responsible for providing legal advice and support to Council, municipal staff and the Chief Administrative Officer. The Municipal Solicitor provides professional advice on a variety of matters including planning and development, commercial issues, corporate matters, privacy, freedom of information, municipal elections and municipal by-laws. Legal Services is also responsible for providing transactional real estate services for the Municipality. The Solicitor provides legal representation for the Municipality before all levels of court, administrative boards and tribunals. Who Works for Legal Services? The Municipality of Clarington does participate in an arrangement with the Region of Durham to provide an articling law student to lower tier municipalities for a period of the year. This student is not included in the temporary staff figure as the incumbent is an employee of the Region of Durham. Municipal Solicitor Law Clerk Departmental Summaries 27 Operating Budget Summary Summary Revenues 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $(129,504) $(117,841) Legal Services $(69,000) $(170,000) $(160,000) $10,000 $(129,504) $(117,841) Total Revenue $(69,000) $(170,000) $(160,000) $10,000 Summary Expenditures 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $363,829 $481,611 Legal Services $417,242 $546,792 $542,805 $(3,987) $363,829 $481,611 Total Expenditures $417,242 $546,792 $542,805 $(3,987) Net Levy Impact 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $234,325 $363,771 Net Levy $348,242 $376,792 $382,805 $6,013 Capital Budget Summary The Legal Services Department does not have any capital requests for 2019. Departmental Summaries 28 Corporate Services What Does Corporate Services Do? Corporate Services provides administrative support to all municipal departments. It is responsible for human resources, for hiring staff and negotiating contracts. In Clarington, we know that the key to our success lies with our staff. Corporate Services also oversees the Municipality's Information Management Division or IT. This division supports our day-to -day operations. IT ensures we have up to date programs, systems and computers that help the Municipality service our community. Corporate services also oversee the Purchasing Division. The Division is responsible for purchasing required supplies, vehicles, equipment, products, services, rentals, consulting, construction, renovations, and printing services. The Division follows strict rules and procedures to ensure that all business conducted with the Municipality is done in a fair and transparent manner. In addition, the Division handles building construction and renovations, park development contracts, sale of obsolete and salvage materials, and road construction Departmental Summaries 29 Who Works for Corporate Services? Operating Budget Summary Summary Revenues 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $(137,263) $(255,577) Administration $(3,000) $(8,000) $(12,000) $(4,000) $(137,263) $(255,577) Total Revenue $(3,000) $(8,000) $(12,000) $(4,000) Director Information Technology Manager (10 FT) Compensation & Benefits Supervisor (2 FT) Human Resources Manager (1 FT) Health & Safety Co- ordinator Purchasing Manager (5 FT) Administrative Assistant Departmental Summaries 30 Summary Expenditures 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $225,333 $272,185 Administration $204,400 $210,400 $219,250 $8,850 1,813,537 1,692,910 Human Resources 1,636,093 1,738,375 1,741,291 2,916 1,816,026 2,003,252 Information Technology 1,827,719 2,158,330 1,882,946 (275,384) 610,495 625,740 Purchasing 578,758 598,893 611,865 12,972 20,355 11,987 Health & Safety 17,200 14,275 13,775 (500) $4,485,746 $4,606,074 Total Expenditures $4,264,170 $4,720,273 $4,469,127 $(251,146) Net Levy Impact 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $4,348,484 $4,350,496 Net Levy $4,261,170 $4,712,273 $4,457,127 $(255,146) Capital Budget Summary Project Gross Cost Tax Levy Reserve Funds Computer Hardware $200,000 $(110,000) $(90,000) Computer Software 1,250,000 (200,000) (1,050,000) $1,450,000 $(310,000) $(1,140,000) Departmental Summaries 31 Clerks Department What Does Clerks Department Do? The Clerk's Department is responsible for providing legislative services to Council and the public. These legislative services include the planning and conducting of the municipal elections, responsibility for maintaining official records and managing information for the corporation, and the protection of privacy. The department also provides secretariate services for Council and Committees including meeting management, agenda preparation and the publishing of meeting minutes. The Clerk's Department is also responsible for many public services including issuing Municipal Law Enforcement, Animal Shelter Services, administration services for Municipally owned cemeteries, issuing of marriage licenses, registering deaths, providing commissioner of oath services, management of the internal Printshop/mailroom, and processing requests for information. The Clerk's Department is also responsible for ensuring that the Municipality is fully accessible to all residents including people with disabilities. Departmental Summaries 32 Who Works for Clerks Department? Municipal Clerk Deputy Clerk Accessibility Co-ordinator Municipal Law Enforcement Manager MLEO II (4) MLEO I (4) Clerk II (2) MLEO PT (2) Animal Services Supervisor Animal Care Attendant (2) PT Animal Care Attendant (1) Clerk I (PT) Records Information and Legislative Project Co-ordinator Administrative Assistant Committee Co-ordinator Cermetery Services and Records Clerk Clerk II Clerk I PT Clerk II Departmental Summaries 33 Operating Budget Summary Summary Revenues 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $(0) $(0) Unassigned $(200) $(200) $(200) $(0) (133,507) (115,056) Administration (127,800) (126,800) (122,800) 4,000 (67,819) (110,668) Animal Services (77,800) (77,800) (77,800) 0 (46,892) (82,613) Municipal Law Enforcement (38,000) (38,000) (38,000) 0 (385,255) (370,304) Parking Enforcement (280,000) (280,000) (280,000) 0 0 (2,700) Municipal Election 0 0 0 0 (15,986) (16,428) Grants (22,000) (22,000) (22,000) 0 (185,645) (170,195) Cemetery (140,100) (140,100) (140,100) 0 $(835,105) $(867,965) Total Revenue $(685,900) $(684,900) $(680,900) $4,000 Summary Expenditures 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $13,975 $0 Unassigned $6,000 $6,000 $0 $(6,000) 31,174 0 PSAB 0 0 0 0 1,179,610 1,250,187 Administration 1,095,002 1,268,331 1,243,328 (25,003) 706,234 667,330 Animal Services 679,830 694,980 605,092 (89,888) 566,277 590,605 Municipal Law Enforcement 735,081 788,731 795,273 6,542 673,503 685,384 Parking Enforcement 537,610 558,068 703,842 145,774 103,053 387,628 Municipal Election 103,100 396,504 131,700 (264,804) 1,062 0 Cemetery 1,800 1,800 1,800 0 26,922 26,136 Fleet 24,950 25,950 25,950 0 $3,301,809 $3,607,270 Total Expenditures $3,183,373 $3,740,364 $3,506,985 $(233,379) Departmental Summaries 34 Net Levy Impact 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $2,466,704 $2,739,305 Net Levy $2,497,473 $3,055,464 $2,826,085 $(229,379) Capital Budget Summary Project Gross Cost Tax Levy Reserve Funds Sign for Trulls Road $55,000 $0 $(55,000) Parking lot central meters 24,000 0 (24,000) $79,000 $0 $(79,000) Departmental Summaries 35 Finance and Unclassified Administration What Does Finance Do? The Finance Department is responsible for the Municipality's overall financial activities. It is responsible for all accounti ng services and provides financial advice to Council and other departments. The Finance Department develops Municipal budgets, collects taxes, and manages the Corporation's financial assets. The Finance Department also oversees and processes insurance claims against the Municipality. The Manager of Internal Audit reports to the Director of Finance as well as the CAO. Departmental Summaries 36 Who Works for Finance? Director / Treasurer Deputy Treasurer Tax Collector Revenue Co- ordinator Revenue Clerk I (4) Manager of Internal Audit Capital Asset Manager Accountant (2) Accounting Clerk II Manager of Accounting Services Accountant Accounting Clerk II (2) Accounting Clerk I (2) Administrative Assistant Clerk II Policy Analyst Financial Analyst Departmental Summaries 37 Operating Budget Summary Summary Revenues 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $(11,462) $(0) Unassigned $(12,000) $(12,000) $(12,000) $(0) (1,502,838) (1,598,472) Administration (1,540,000) (1,490,000) (1,378,000 112,000 (1,144,519) (48,041) Unclassified Administration 0 0 0 0 $(2,658,819) $(1,661,569) Total Revenue $(1,552,000) $(1,502,000) $(1,390,000) $112,000 Summary Expenditures 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $821,548 $0 PSAB $6,000 $6,000 $0 $(6,000) 2,413,457 2,490,011 Finance Admin 2,513,141 2,616,900 2,680,668 63,768 7,994,120 4,319,103 Unclassified Admin 3,146,536 2,858,637 2,747,145 (111,492) $11,229,125 $6,809,114 Total Expenditures $5,659,677 $5,481,537 $5,427,813 $(53,724) Net Levy Impact 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $8,570,306 $5,147,545 Net Levy $4,107,677 $3,973,537 $4,037,813 $64,276 Capital Budget Summary The Finance Department does not have any capital requests for 2019. There are no capital requests for 2019 which are considered part of “Unclassified Administration”. Departmental Summaries 38 Emergency Services What Does Emergency Services Do? Clarington Emergency and Fire Services are an integral part of the community. First responders provide an essential service protecting and helping residents. Fire crews are also out in the community helping to educate residents about safety and fire prevention. Who Works for Emergency Services? Director / Fire Chief Deputies (2) Platoon Chiefs (4) Suppression Captains (8) Firefighters (44) Mechanical Technician Senior Training Officer Training Officer Senior Fire Prevention Officer Fire Prevention Inspectors (4) Administrative Assistant Clerk II (2) Departmental Summaries 39 Operating Budget Summary Summary Revenues 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $(224,983) $(213,560) Administration $(35,000) $(55,000) $(55,000) $0 (41,573) (44,352) Fire Prevention (40,000) (45,000) (45,000) 0 (5,000) (10,000) Municipal Operations Centre (10,000) (10,000) (10,000) 0 $(271,556) $(267,912) Total Revenue $(85,000) $(110,000) $(110,000) $0 Summary Expenditures 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $913,180 $0 PSAB $0 $0 $0 $0 1,963,677 1,722,072 Administration 1,626,594 1,621,447 1,525,905 (95,542) 736,927 740,174 Fire Prevention 710,799 756,138 785,012 28,874 7,728,534 8,034,898 Fire Suppression 7,728,684 7,947,577 8,039,729 92,152 193,997 265,282 Fire Training 332,074 341,000 348,404 7,404 563,397 557,407 Fire Communication 555,000 577,500 585,000 7,500 105,331 111,940 Fire Mechanical 127,500 115,000 120,000 5,000 938,995 937,932 All Stations PT Admin 856,826 841,873 844,500 2,627 102,175 27,265 Municipal Operations Centre 40,100 31,200 31,950 750 154,840 131,849 Fire Maintenance Tech Support 134,893 130,951 132,509 1,558 $13,401,053 $12,528,819 Total Expenditures $12,112,470 $12,362,686 $12,303,009 $50,323 Departmental Summaries 40 Net Levy Impact 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $13,129,497 12,260,907 Net Levy $12,027,470 $12,252,786 $12,303,009 $50,223 Capital Budget Summary Project Gross Cost Tax Levy Reserve Funds Self-Contained Breathing Apparatus (SCBA) $45,000 $(45,000) $0 Bunker Gear 75,000 (75,000) 0 Leather Bunker Boots 7,500 (7,500) 0 SCBA Air Compressor (Stn 4) 88,000 (88,000) 0 P25 Pagers 6,000 (6,000) 0 Thermal Imaging Cameras 25,000 0 (25,000) Car 1-10 55,000 0 (55,000) $301,500 $(221,500) $(80,000) Departmental Summaries 41 Engineering Department What Does Engineering Department Do? Our Engineering and Building Services Department is responsible for major capital and road reconstruction projects, as well as the development and design of parks and trails. We oversee Clarington's transportation network looking at traffic flow on municipal roads, streets and sidewalks. We also review and place traffic control signals where needed to ensure pedestrian and commuter safety. The department also issues building permits, conducts inspections, and services and reviews subdivisions. We are here to help answer your questions, so before you dig or do any kind of construction contact our Building Services division for help and information. Departmental Summaries 42 Who Works for Engineering Department? Overall Director Assistant Director Chief Building Official Infrastructure and Capital Works Manager Construction Manager Development Manager Park Development Manager Administrative Assistant Project Administration Clerk Permit Clerks (2)Clerk II (2) Departmental Summaries 43 Building Department Chief Building Official Senior Building Inspector Building Inspectors (3) Senior Plans Examiner Plans Examiner (2) Senior Plumbing / Heating Inspector Plumbing / Heating Inspectors (2) Departmental Summaries 44 Infrastructure and Capital Works Infrastructure and Capital Works Manager Traffic and Capital Works Engineer Traffic Co -ordinator Capital Works Co- ordinator Engineering Co-ordinator Infrastructure Technologist Departmental Summaries 45 Construction Construction Manager Construction Co-ordinator Senior Construction Inspector Construction Inspector Departmental Summaries 46 Development Development Manager velopment Review Technician Parks Development Manager De Departmental Summaries 47 Operating Budget Summary Summary Revenues 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $(607) $(1,171) Unassigned $(2,000) $(500) $(500) $0 (1,087,975) (874,559) Administration (40,500) (50,500) (50,500) 0 (2,630,293) (3,242,224) Building Inspection (1,508,200) (1,554,532) (1,554,532) 0 $(3,718,875) $(4,117,953) Total Revenue $(1,550,700) $(1,605,532) $(1,605,532) $0 Summary Expenditures 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $12,140,048 $0 PSAB $0 $0 $0 $0 7,287,577 6,830,480 Administration 5,909,894 6,393,056 3,525,335 (2,867,721) 1,784,135 1,443,794 Building Inspection 1,373,271 1,419,960 1,534,610 114,650 100,000 90,000 Street Lighting 100,000 90,000 0 (90,000) 1,730 3,461 Park 15,000 15,500 15,500 0 0 0 Roads & Structures 0 0 21,000 21,000 0 61,837 Safe Roads 0 63,500 63,500 0 1,385 0 Road Maintenance 50,000 0 0 0 3,028 5,294 Fleet 5,600 5,600 5,600 0 $21,317,903 $8,434,866 Total Expenditures $7,453,765 $7,987,616 $5,165,545 $(2,822,071) Net Levy Impact 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $17,599,027 $4,316,913 Net Levy $5,903,065 $6,382,084 $3,560,013 $(2,822,071) Departmental Summaries 48 Capital Budget Summary Unassigned Project Gross Cost Tax Levy Reserve and Reserve Funds Development Charges Parking Lot Resurfacing Program $215,000 $(55,000) $(160,000) $0 $215,000 $(55,000) $(160,000) $0 Streetlights Project Gross Cost Tax Levy Reserve and Reserve Funds Development Charges Street Light Installation - Various $100,000 $(100,000) $0 $0 Baseline Rd and Lambs Rd 200,000 0 0 (200,000) $300,000 $(100,000) 0 $(200,000) Parks Project Gross Cost Tax Levy External Financing Reserve and Reserve Funds Development Charges Bowmanville Valley Trail (Baseline to Waterfront) $275,000 $0 $0 $(27,500) $(247,500 Newcastle Community Park Phase I 75,000 0 0 (7,500) (67,500) Samuel Wilmot Nature Area – Trail Paving 225,000 (23,360) 0 (201,640) 0 Toyota Trail 675,000 0 (465,000) (21,000) (189,000) Waterfront Trail Vehicle Access Barriers 20,000 0 0 (20,000) 0 Outdoor Recreation Needs Study 75,000 0 0 (7,500) (67,500) Farewell Creek Trail – Phase II (Townline Rd to Phase I Trail) 1,100,000 (252,564) 0 (245,243) (407,193) Departmental Summaries 49 Project Gross Cost Tax Levy External Financing Reserve and Reserve Funds Development Charges $2,445,000 $(275,924) $(465,000) $(530,383) $(978,693) Bridges Project Gross Cost Tax Levy Reserve and Reserve Funds Development Charges Structures Rehabilitation $2,000,000 $(1,102,065) $(897,935) $0 Hancock Rd Box Culvert south of Nash Rd 90,000 0 (20,556) (69,444) $2,090,000 $(1,102,065) $(918,491) $(69,444) Roads and Structures Project Gross Cost Tax Levy Reserve and Reserve Funds Development Charges Pavement Rehabilitation Program $2,990,000 $(360,000) $(2,630,000) $0 Roadside Protection Program 150,000 (150,000) 0 0 Baseline Road Structure (west of Green Rd) 35,000 0 0 (35,000) Parkway Ave Area 40,000 (40,000) 0 0 Baseline Rd (Haines to Lambs) 85,000 0 (8,245) (76,755) Scugog St / Middle Rd 91,000 0 (29,666) (61,334) North Scugog Crt (Dan Sheehan to Conc Rd 3) 210,000 0 (23,100) (186,900) Baseline Rd (Mearns to Haines) 85,000 0 (21,760) (63,240) Concession Rd 3 (Middle to Gimblett) 200,000 0 (32,200) (167,800) Third Street (Bernard to Liberty) 27,000 (27,000) 0 0 Prospect Street (Odell to Fourth) 1,040,000 (340,000) (700,000) 0 Middle Rd (Con Rd 3 to Urban Limit) 225,000 0 (38,250) (186,750) Departmental Summaries 50 Project Gross Cost Tax Levy Reserve and Reserve Funds Development Charges Church St (Emily to King) 36,000 (36,000) 0 0 Lambert St (King to Church) 15,000 (15,000) 0 0 Lambs Rd Interchange (Environmental Assessment) 300,000 0 0 (300,000) Rural Road Rehabilitation Program 150,000 (150,000) 0 0 George St (North to Reg Rd 17) 37,000 (37,000) 0 0 Brown St (Victoria to Queen) 91,000 (91,000) 0 0 George Reynolds Drive Extension 2,350,000 0 0 (2,350,000) Nash Rd (Solina to Hancock) and bike facilities 450,000 0 0 (450,000) Whistle Cessation Study 150,000 (150,000) 0 0 Baseline Rd (Trulls to Courtice) 2,500,000 0 (143,250) (2,356,750) Nash Rd (Future Clarington Blvd) 30,000 0 (5,574) (24,426) Capital Fill Works Management 10,000 (10,000) 0 0 Queen St Extension (George to Frank) 20,000 0 0 (20,000) Trulls Rd (Yorkville to Bloor) 20,000 0 (1,852) (18,148) North St (George to Grady) 50,000 (50,000) 0 0 Trulls Rd Rural Upgrade (Baseline to Bloor) 15,000 0 (11,332) (3,668) Prestonvale Rd (Baseline to Southfield) 15,000 0 (1,696) (13,304) Lambs Rd (Concession St to Canadian Pacific Rail) 20,000 0 (2,194) (17,806) $11,437,000 $(1,456,000) $(3,649,119) $(6,331,881) Departmental Summaries 51 Sidewalks and Walkways Project Gross Cost Tax Levy Reserve and Reserve Funds Development Charges Sidewalk Replacement (Unspecified) $100,000 $(100,000) $0 $0 Pave the Waterfront Trail (Waverley to West Beach) 140,000 0 (14,000) (126,000) King Ln Sidewalk, Hampton 220,000 (220,000) 0 0 $460,000 $(320,000) $(14,000) $(126,000) Other Project Gross Cost Tax Levy Reserve and Reserve Funds Development Charges Accessible Signals (Clarington Blvd at Stevens Rd) $85,000 $(85,000) $0 $0 King Ave Corridor Study (North to RR 17) 13,500 0 (11,997) (1,503) Various Erosion Protection Works 200,000 0 (66,660) (133,340) $298,500 $(85,000) $(78,657) $(134,843) Departmental Summaries 52 Operations Department What Does Operations Department Do? The Operations Department is responsible for the provision of services from 4 distinct sections being Roads, Parks, Fleet Services and Buildings/Properties. Roads is responsible for a large network of urban and rural road right-of-way’s. Maintenance services include pothole repair, grading, bridges, signs, sweeping, ditches, culverts, sidewalks, walkways and storm sewers. Rural road resurfacing, guidepost repairs. Weed spraying pavement markings. Winter control operations also represent a major role of the section by providing timely, efficient and cost effective services for patrol, road plowing and snow removal. Parks is responsible for the maintenance of all open space areas, sports fields, trails, streetscape, forestry, horticulture, litter, beaches, playgrounds, splash pads and skate parks. The Parks section also has the responsibility for the operation of active cemeteries and the set-up, grass cutting, sport field permitting and support of municipally sponsored special events. Fleet is an internal service provider with the core responsibilities of acquiring, maintaining, regulating and disposing of vehicles and equipment utilized for the delivery of municipal services. The Fleet division performs on-going maintenance to a wide variety of equipment ranging between string trimmers to passenger vehicles, ice re-surfacers, snow plows and firefighting apparatus. Buildings and Properties is an internal service provider responsible for the operation, maintenance, upkeep and capital improvement of municipal spaces that include the Municipal Administrative Center, Operations Depots, Community buildings, Museum, Fire Halls and various other building envelopes. Building Services is also responsible for facilitating the defibrillator program for all of our community buildings. Departmental Summaries 53 Who Works for Operations Department? Director Manager of Operations Supervisor Parks Supervisor Roads (3) (44 FT, 2 PT) 22 Students 5 Seasonal Supervisor Fleet (5 FT, 1 Apprentice) Supervisor Building (9 FT, 1PT) Administrative Assistant (4 FT, 1PT) Departmental Summaries 54 Operating Budget Summary Summary Revenues 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $(210,752) $(206,107) Unassigned $(213,000) $(215,000) $(221,000) $(6,000) (367,790) (105,887) Administration (190,000) (171,123) (146,000) 25,123 (48,220) (17,203) Street Lighting (15,000) (15,000) (15,000) 0 (135,598) (135,930) Cemetery (127,800) (127,800) (127,800) 0 (24,308) (24,528) Waste Collection (22,500) (22,500) (22,500) 0 (1,799) (2,396) Recycling Collection (1,500) (1,500) (1,500) 0 (18,460) (19,420) Road Maintenance (15,000) (19,500) (19,500) 0 (138,769) (77,428) Winter Control (100,000) (100,000) (100,000) 0 0 (1,349,593) Fleet 0 0 0 0 $(945,696) $(1,938,492) Total Revenue $(684,800) $(672,423) $(653,300) $19,123 Summary Expenditures 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $119,230 $143,630 Unassigned $100,350 $141,657 $190,666 $49,009 3,029,828 0 PSAB 0 0 0 0 4,640,550 4,493,563 Administration 3,916,958 4,485,555 2,906,966 (1,578,589) 1,310,692 1,303,738 Street Lighting 1,210,000 1,360,000 1,365,000 5,000 2,038,849 2,127,494 Park 2,287,204 2,438,789 2,348,693 (90,096) 371,128 300,507 Cemetery 340,797 263,060 270,796 7,736 25,673 33,050 Waste Collection 22,500 22,500 22,500 0 1,905 2,120 Recycling Collection 1,500 1,500 1,500 0 2,406,786 2,594,191 Building & Property Services 2,452,074 2,735,981 2,135,361 (600,620) Departmental Summaries 55 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase 2,860,260 2,203,789 Road Maintenance 2,206,495 2,333,790 3,057,240 723,450 947,284 926,076 Hardtop Maintenance 838,000 909,120 997,400 88,280 377,739 331,436 Loosetop Maintenance 418,000 418,000 415,000 (3,000) 2,708,897 3,184,323 Winter Control 2,103,248 2,159,622 2,478,000 318,378 511,673 610,024 Safety Devices 485,830 769,840 527,750 (242,090) 79,648 39,626 Storm Water Management 117,500 117,500 129,500 12,000 43,205 31,392 Regional Roads 30,300 30,300 30,800 500 865,110 1,865,086 Fleet 917,027 918,026 869,201 (48,825) 191,981 637,370 Libraries 198,562 649,802 91,606 (558,196) 27,598 31,861 Other Cultural 45,300 28,282 28,870 588 $22,558,035 $20,859,276 Total Expenditures $17,691,645 $19,783,324 $17,866,849 $(1,916,475) Net Levy Impact 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $21,612,339 $18,920,785 Net Levy $17,006,845 $19,110,901 $17,213,549 $(1,897,352) Departmental Summaries 56 Capital Budget Summary Parks Project Gross Cost Tax Levy Reserve and Reserve Funds Development Charges Various Parks Upgrades $230,000 $(100,000) $(130,000) $0 Park Furniture / Equipment 120,000 0 (120,000) 0 $350,000 $(100,000) $(250,000) $0 Cemetery Project Gross Cost Tax Levy Reserve and Reserve Funds Development Charges Columbarium $45,000 $(45,000) $0 $0 $45,000 $(45,000) $0 $0 Roads and Structure Project Gross Cost Tax Levy Reserve and Reserve Funds Development Charges Retaining Walls $50,000 $(50,000) $0 $0 $50,000 $(50,000) $0 $0 Buildings and Property Services Project Gross Cost Tax Levy Reserve and Reserve Funds Development Charges Emergency Services – Stn 3 $76,250 $(76,250) $0 $0 Orono Town Hall 20,000 0 (20,000) 0 Haydon Community Hall 12,500 0 (12,500) 0 Various Roof Replacements 100,000 (100,000) 0 0 Kendal Community Centre 20,000 (20,000) 0 0 Various Arenas 100,000 (50,000) (50,000) 0 Newcastle Community Hall 100,000 (100,000) 0 0 Clarington Stormwater Pond Clearout 305,000 (305,000) 0 0 $733,750 $(651,250) $(82,500) $0 Departmental Summaries 57 Road Maintenance Project Gross Cost Tax Levy Reserve and Reserve Funds Development Charges Rural Road Resurfacing $2,360,000 $(1,885,000) $(475,000) $0 $2,360,000 $(1,885,000) $(475,000) $0 Fleet Project Gross Cost Tax Levy Reserve and Reserve Funds Development Charges Fleet Replacement - Roads $480,000 $0 $(480,000) $0 Fleet New – Roads 725,000 0 (72,500) (652,500) Fleet Replacement - Parks 200,000 0 (200,000) 0 $1,405,000 $0 $(752,500) $(652,500) Departmental Summaries 58 Community Services What Does Community Services Do? The Community Services Department works together with our Community Partners to provide a variety of fun and accessible recreation opportunities in a welcoming, safe environment. The Facilities Section is responsi ble for the development and maintenance of the Municipality’s eight recreation facilities, represented by the South Courtice Arena, Courtice Community Complex, Darlington Sports Centre, Garnet B. Rickard Recreation Complex, Bowmanville Indoor Soccer, Orono Park Pool, Alan Strike Aquatic and Squash Centre and the Diane Hamre Recreation Complex. Our Recreation Services Section provides a wide variety of programming opportunities to all residents. This section’s key areas of program delivery are aquatics, health and fitness, youth and adult recreation programming, as well as older adult services. The Client Services Section coordinates the Department’s Customer Services function and involves the operation of our facility customer services and reception areas, the facility permitting process, the preparation of the Community Guide and overall maintenance of our Recreation Software system. In addition, Client Services is also responsible for our Community Development portfolio providing services and support such as Municipal Grants and Sponsorships, special events, workshops, community support, and provides representatives and guidance to the Municipal Diversity Committee. Departmental Summaries 59 Who Works for Community Services? Director Facilities Manager Recreation Manager Client Service Manager Administrative Assistant Clerk II (2) Departmental Summaries 60 Facilities Facilities Manager Supervisors (Arena) (2) Facility Leadhands (2) Facility Operators (11) Maintenance (PT 41) Bartenders (PT 7) Facility Supervisors (Aquatic) (2) Facility Leadhands (2) Facility Operators (8) Maintenance (PT 41) Facility Departmental Summaries 61 Recreation Recreation Manager Aquatics Co-ordinator Aquatic Programmer Part Time Staff (85) Recreation & Fitness Co-ordinator Recreation Programmer Fitness Programmer Recreation Program PT Staff (100) Fitness Program PT Staff (34) Older Adult Co-ordinator Older Adult Programmer Part Time Staff (25) Departmental Summaries 62 Client Services Client Services Manager ommunity Development Co- ordinator Community Development Programmer Customer Services Co- ordinator Recreation Software Clerk Clerk II (3) PT Clerk I PT Lead Customer Service Reps (5) PT Customer Service Reps (25) C Departmental Summaries 63 Operating Budget Summary Summary Revenues 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $(61,388) $(66,130) Administration $(41,500) $(43,500) $(43,500) $0 (6,490) (6,699) Programs Admin (6,000) (8,000) (3,900) 4,100 (2,175,426) (2,252,018) Facilities (2,259,265) (2,264,166) (2,283,700) (19,534) (11,790) (14,451) Proshop (10,000) (11,000) 0 11,000 (390,836) (190,222) Concessions (413,700) (418,500) (66,100) 352,400 (1,100,733) (1,157,823) Aquatic Programs (981,700) (1,072,800) (1,129,300) (56,500) (520,957) (510,787) Fitness Programs (572,000) (612,000) (576,500) 35,500 (529,924) (538,626) Recreation Programs (500,000) (537,000) (544,500) (7,500) (165,220) (208,378) Community Development (150,100) (176,400) (177,400) (1,000) (92,309) (109,408) Older Adult Program (68,700) (99,100) (112,600) (13,500) 0 0 Customer Service 0 0 (11,500) (11,500) $(5,055,074) $(5,054,542) Total Revenue $(5,002,965) $(5,242,466) $(4,949,000) $293,466 Summary Expenditures 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $1,993,895 $0 PSAB $0 $0 $0 $0 1,789,923 1,889,596 Administration 1,737,807 1,968,352 1,533,788 (434,564) 1,077,609 1,178,714 Programs Admin 1,116,565 1,118,688 922,880 (265,808) 9,740,544 8,794,817 Facilities 9,568,803 9,013,672 8,267,582 (746,090) 6,052 6,702 Proshop 4,900 5,700 0 (5,700) 365,159 211,995 Concessions 344,402 400,479 0 (400,479) 818,808 822,620 Aquatic Programs 780,115 852,837 914,106 61,269 367,606 377,483 Fitness Programs 351,460 393,049 389,116 (3,933) Departmental Summaries 64 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase 524,403 609,380 Recreation Programs 499,991 625,664 588,127 (37,537) 224,898 237,738 Community Development 194,853 200,773 237,201 36,428 119,546 126,198 Older Adult Program 127,680 160,789 145,795 (14,994) 0 0 Customer Service 0 0 1,023,424 1,023,424 0 0 Community / Customer Service 0 0 364,032 364,032 60,000 59,250 Community Grant Program 60,000 60,000 60,000 0 35,000 34,500 Sponsorship Program 35,000 35,000 35,000 0 $17,123,442 $14,348,994 Total Expenditures $14,821,576 $14,905,003 $14,481,051 $(423,952) Net Levy Impact 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $12,068,368 $9,294,452 Net Levy $9,818,611 $9,662,537 $9,532,051 $(130,486) Departmental Summaries 65 Capital Budget Summary Project Gross Cost Tax Levy Reserve and Reserve Funds Admin – Annual Building Studies $40,000 $(40,000) $0 South Courtice Arena (SCA) – Heat Pump Compressors Replacement 38,000 0 (38,000) Courtice Community Centre (CCC) – Fitness Equipment Replacement 58,000 (58,000) 0 Darlington Sports Complex (DSC) – Walk Behind Scrubber 10,000 (10,000) 0 Admin – Furnishings and Equipment 15,000 (15,000) 0 SCA – Walk Behind Scrubber Replacement 10,000 (10,000) 0 Diane Hamre Recreation Complex (DHRC) – Duct Insulation Repairs 20,000 (20,000) 0 Rickard Recreation Complex (RRC) – Roof Top HVAC Replacement 99,000 0 (99,000) RRC – Pad A Metal Roof Refurbishment 250,000 0 (250,000) RRC – Refrigeration Plate and Frame Exchanger – Gasket Replacement 82,500 0 (82,500) RRC – Olympia Room Concrete Floor Replacement 35,000 (35,000) 0 CCC – Re-grout Pool Tanks 55,000 (55,000) 0 CCC – Refinish Pool Change Room Floors 15,000 (15,000) 0 CCC – Pool Locker Replacement 40,000 (40,000) 0 CCC – Older Adults Convection Ovens 10,000 (10,000) 0 DSC – Lobby Skylight Replacement 25,000 (25,000) 0 SCA – Safety Ladder and Railing Rooftop Cooling Tower 20,000 (20,000) 0 SCA – Re-caulk Exterior Window and Control Joints 30,000 (30,000) 0 SCA – Roof Replacement 150,000 0 (150,000) $1,002,500 $(383,000) $(619,500) Departmental Summaries 66 Planning Services What Does Planning Services Do? This department is further broken down into the following divisions; Development Review, Community Planning, Special Projects as well as Administration (which includes Crossing Guards). Development Review provides comments, analysis and recommends approval on a variety of development related planning applications and policies. This division implements Provincial and Regional policies that guide growth and manage the use of land within Clarington. The Community Planning division promotes strategic growth and policy through land use planning, community planning. Some of its responsibilities include urban growth management, Secondary Plan studies as well as commercial development applications. The Special Projects division provides comments on Environmental Assessments that affect Clarington such as the 407, Clarington Transformer and Port Granby Project. In addition, special projects is responsible for heritage planning and incentives, the Community Improvement Plans and incentives, Real Estate acquisitions and disposals and commenting on environmental impacts. The Administration division supports the other 3 divisions by providing administrative services including minutes of Pre- Consultations, development application tracking and Crossing Guard co-ordination. Departmental Summaries 67 Who Works for Planning Services? Director Manager Community Planning & Design (5 FT) Manager Development Review (8 FT) Manager Special Projects (4 FT) Administrative Assistant (4 FT, 40 PT) Departmental Summaries 68 Operating Budget Summary Summary Revenues 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $(1,082,209) $(933,069) Administration $(596,675) $(702,300) $(814,400) $(112,100) 0 (1,170) Environmental 0 0 0 0 $(1,082,209) $(934,239) Total Revenue $(596,675) $(702,300) $(814,400) $(112,100) Summary Expenditures 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $1,133,606 $1,220,533 Unassigned $1,119,683 $1,334,201 $672,954 $(661,247) 2,863 0 PSAB 0 0 0 0 3,129,416 3,089,282 Administration 3,544,005 3,043,835 3,318,659 274,824 0 1,135 Small Boards 0 0 1,500 1,500 0 0 Courtice CIP 100,000 0 0 0 $4,265,885 $4,310,950 Total Expenditures $4,763,688 $4,378,036 $3,993,113 $(384,923) Net Levy Impact 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $3,183,676 $3,376,711 Net Levy $4,247,013 $3,675,736 $3,178,713 $(497,023) Capital Budget Summary Project Gross Cost Tax Levy Reserve and Reserve Funds Land Acquisition $764,354 $(696,728) $(67,626) $764,354 $(696,728) $(67,626) Departmental Summaries 69 Clarington Library What Does Clarington Library Do? Clarington Public Library empowers and enriches the lives of all residents by connecting them to responsive, accessible, high quality services and resources. The Library provides service through four branch locations: Bowmanville, Courtice, Newcastle, and Orono. Clarington Public Library is a cornerstone of the community that enhance s cultural, educational and economic well-being. The Library is an active connector for social interaction and learning, which facilitates and strengthens community partnerships. Library service is comprised of (a) lending collections (books, dvds, magazines, video games, audio books, etc.); (b) online resources including e-books, digital audio books, and online resources; (c) children’s literacy programs; (d) educational workshops and life-long learning; (e) computer access and Wi -Fi hotspots; (f) quiet study space; and (g) meeting room access. The Clarington Public Library Board oversees the strategic direction of the Library under the provisions of the Ontario Public Libraries Act. Departmental Summaries 70 Operating Budget Summary Historical Funding The following graph shows the operating funding to the Clarington Public Library since 2012. $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 2012 award 2013 award 2014 award 2015 award 2016 award 2017 award 2018 award 2019 request Clarington Library Operating Support Clarington Library Departmental Summaries 71 Capital Budget Summary The Municipality provides support to the Library for capital projects. Project Gross Cost Tax Levy External Financing Reserve and Reserve Funds Development Charges Library Technology $110,000 $(110,000) $0 $0 $0 Library Collection 141,765 (14,176) 0 0 (127,589) Library Studies 50,000 (50,000) 0 0 0 Library Refurbishment – Bowmanville Branch 2,050,000 0 (750,000) 1,300,000 0 $2,351,765 $(174,176) $(750,000) $(1,300,000) $(127,589) Please note that $750,000 of the proposed library refurbishment will need to be funded from either external debentures or internal intra -reserve fund borrowing. The Library’s capital reserve fund has sufficient funds for $1,300,000 towards the project. Departmental Summaries 72 Museums and Art What Does Museums and Art Do? The Clarington Museums and Archives has year round exhibits where residents and visitors can learn and explore at its three locations: Bowmanville Museum, Clarke Museum and Archives, and Sarah Jane Williams Heritage Centre. The Visual Arts Centre of Clarington is a not-for-profit charitable organization which nurtures the cultural development of Clarington by encouraging the creativity through arts education, exhibition, and promotion. Operating Budget Summary The operating budget for the following organizations is the Municipality’s contribution to these organizations. Summary Expenditures 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $210,848 $209,539 Visual Arts Centre $210,848 $210,848 $215,065 $4,217 305,373 282,643 Clarington Museums and Archives 282,643 282,643 308,080 25,437 3,000 3,000 Bowmanville Museum Transfer to Reserve Fund 3,000 3,000 3,000 0 3,000 3,000 Clarke Museum Transfer to Reserve Fund 3,000 3,000 3,000 0 $522,221 $498,182 Total Expenditures $499,491 $499,491 $529,145 $29,654 Departmental Summaries 73 Historical Funding The following graph shows the historical grants from 2012 to 2018 as well as the 2019 request. Clarington Museum Visual Arts Centre 2012 award $246,383 $185,482 2013 award $258,702 $192,901 2014 award $270,342 $198,688 2015 award $277,101 $202,661 2016 award $282,643 $206,714 2017 award $282,643 $210,848 2018 award $282,643 $210,848 2019 request $308,080 $215,065 $- $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 $350,000 Historical Support for Cultural Agencies 2012 award 2013 award 2014 award 2015 award 2016 award 2017 award 2018 award 2019 request Departmental Summaries 74 External Agencies Operating Budget Summary These organizations are not related to the Municipality and are not consolidated into the Municipality’s financial statements for reporting purposes. The only activity is the operating grants provided to these organizations. Summary Expenditures 2017 Actual 2018 Actual Description 2017 Budget 2018 Budget 2019 Budget Increase $61,200 $65,200 Firehouse Youth (John Howard) $61,200 $65,200 $276,731 $211,531 40,500 50,000 Clarington Community Care 40,500 50,000 50,000 0 260,100 295,000 Bowmanville Older Adults 260,100 295,000 306,800 11,800 22,000 20,000 Newcastle Community Hall 22,000 20,000 20,000 0 $383,800 $430,200 Total Expenditures $383,800 $430,200 $653,531 $223,331 Departmental Summaries 75 Historical Funding The following graph shows the historical grants from 2012 to 2018 as well as the 2019 request. Community Care Durham Bowmanville Older Adult FireHouse Youth Newcastle Community Hall 2012 award $27,157 $180,225 $55,000 $13,000 2013 award $28,110 $204,000 $55,000 $18,000 2014 award $28,953 $255,000 $55,000 $18,000 2015 award $29,532 $255,000 $57,200 $18,000 2016 award $39,500 $255,000 $57,200 $20,000 2017 award $40,500 $260,100 $61,200 $22,000 2018 award $50,000 $295,000 $65,200 $20,000 2019 request $50,000 $306,800 $276,731 $- $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 $350,000 Historical Support for External Agencies 2012 award 2013 award 2014 award 2015 award 2016 award 2017 award 2018 award 2019 request Equity Schedules 76 Equity Schedules Long-term Debt Strategy Capital Program Funding Model The purpose of the capital program funding model is to balance immediate and future needs, affordability and sustainability, while minimizing risk and supporting economic development in the Municipality. The prudent use of debt is a funding tool available to the Municipality in implementing the capital program. Long-term Debt Schedules Issued Debt Forecast The Municipality currently has issued long -term debt for 7 projects: • Bowmanville Indoor Soccer facility • Rickard Recreation Centre • Diane Hamre Recreation Centre • Green Road • Courtice Library • Rickard Recreation Centre Improvement (2017) • Municipal Administration Centre In 2018 the Municipality also internally borrowed funds from Reserve Funds for the following two projects: • Rickard Recreation Centre parking lot (to be funded annually from contributions to the Parking Lot Rehabilitation Reserve Fund) • LED streetlight retrofit (to be funded from savings related to the implementation of LED streetlights) Equity Schedules 77 The following chart summarizes the ending balance each year for currently issued long term debt: 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 MAC Improvement 1,504 1,396 1,289 1,181 1,073 965,9 858,4 750,8 643,3 535,9 428,6 321,4 214,2 107,1 0.00 - RRC Improvement 1,172 1,088 1,004 920,6 836,6 752,8 668,9 585,1 501,3 417,6 334,0 250,5 166,9 83,48 -- Courtice Library 1,016 938,0 859,6 781,1 702,7 624,2 546,0 468,0 389,4 311,4 233,0 155,4 77,68 --- Green Road 5,965 5,423 4,878 4,332 3,785 3,239 2,693 2,149 1,607 1,067 531,6 0.00 0.00 0.00 0.00 - Newcastle Library ---------------- DHRC 5,422 3,665 2,060 1,006 ------------ RRC 314,1 209,3 104,5 0.01 ------------ BIS 980,8 815,6 650,8 487,0 323,4 160,6 ---------- - 2,000,000.00 4,000,000.00 6,000,000.00 8,000,000.00 10,000,000.00 12,000,000.00 14,000,000.00 16,000,000.00 18,000,000.00 Ending Balances for Existing Long Term Debt (By Project) BIS RRC DHRC Newcastle Library Green Road Courtice Library RRC Improvement MAC Improvement Equity Schedules 78 The Municipality has seen a steady decline on long term debt since 2007 with an increase in 2015 the Green Road infrastructure work. Existing debt will be retired by 2030. - 5,000,000.00 10,000,000.00 15,000,000.00 20,000,000.00 25,000,000.00 30,000,000.00 Total Ending Balance for Long Term Debt 2007 to 2033 Total Equity Schedules 79 Annual Repayment Limit Forecast The Municipality of Clarington is legally restricted to an Annual Repayment Limit (ARL) of 25% of its net revenues as calculated by the Ministry of Municipal Affairs and Housing. The ARL for 2018 for the Municipality was $19,052,238 in total. The Municipality had approximately $15,312,000 of additional annual debt servicing costs available within the annual repayment limit. The following chart shows the annual debt servicing costs for existing long-term debt for each year from 2018 to 2033. The vertical line is the annual repayment limit based on the 2018 published figures. The ARL is subject to fluctuation based on the Municipality’s own source revenue. - 5,000,000.00 10,000,000.00 15,000,000.00 20,000,000.00 25,000,000.00 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 Debt Servicing Costs vs Annual Repayment Limit (2018 to 2033) Total Annual Repayment Limit (2018) Equity Schedules 80 Reserves and Reserve Funds The Municipality of Clarington maintains several reserves and reserve funds for use in fiscal planning. There are three categories of reserves and reserve funds: Reserves Reserves are allocations of accumulated net revenue that makes no reference to any specific asset and does not require the physical segregation of money. Established primarily for the purpose of establishing working funds, it does not earn revenue or incur expenses for itself. Discretionary Reserve Funds Discretionary reserve funds are funds which are established by Council and are not required by legislation or agreement. Funds are segregated from the general funds of the Municipality and earn interest which is applied to the balance in the reserve fund. Obligatory Reserve Funds Obligatory reserve funds form part of the Municipality’s deferred revenue. These are funds that are established by legislation or as a requirement of an agreement. The funds are segregated from the Municipality’s general funds and may only be used for the purpose as described in the applicable legislation or agreement. Equity Schedules 81 Balance of Reserve and Reserve Funds The Municipality of Clarington has seen an increase in reserve and reserve fund balances over the past five years. The majority of the Municipality’s obligatory reserve funds relate to development charges collected for future growth infrastructure investment. 2013 2014 2015 2016 2017 Reserve Funds $38,385,845 $40,891,598 $39,035,534 $38,231,038 $40,459,920 Reserves $4,365,810 $4,463,260 $4,941,885 $5,036,223 $4,942,747 Obligatory Reserve Funds $16,337,828 $19,287,903 $24,853,371 $30,626,174 $36,793,877 $- $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 $80,000,000 $90,000,000 Year End Balances Reserves and Reserve Funds Obligatory Reserve Funds Reserves Reserve Funds Equity Schedules 82 Reserves The Municipality holds several reserves which are not segregated from the general funds of the Municipality. Tax write-off Acquisition of capital assets Legal / consulting issues Election expenses Fire prevention 2013 $256,045 2,777,982 967,016 235,686 97,132 2014 $306,045 3,007,947 1,084,776 18,312 12,132 2015 $381,045 3,162,044 1,213,920 91,812 75,694 2016 $456,045 3,054,179 1,242,819 181,812 85,969 2017 $-3,277,989 1,283,376 281,812 83,730 $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 Reserves Ending Balances 2013 to 2017 2013 2014 2015 2016 2017 Equity Schedules 83 Discretionary Reserve Funds Discretionary reserve funds are established by Council through by-law, or through the budget process. The reserve funds are segregated from the general funds of the Municipality and earn interest which is reinvested into the reserve fund. Each reserve fund has criteria for how funds may be used. $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 General municipal purposes Rate stabilization Strategic capital Acquisition of capital assets Municipal capital works Other capital - unspecified Road contributions Reserve Funds With Balances $1,000,000 Years 2013 to 2017 2017 2016 2015 2014 2013 Equity Schedules 84 The Strategic Capital Reserve Fund has been established for use in providing funds for economic development opportunities within the Municipality. During 2018, funds provided for work on Lake Road have been repaid and there are no outstanding receivables for this fund. Obligatory Reserve Funds The majority of the Municipality of Clarington’s obligatory reserve funds relate to funds collected under the Municipality’s Development Charges By-law. These funds are collected from developers for use in growth-related infrastructure such as roads, recreation, library, emergency services, and general government. Other funds include receipts of grants for infrastructure projects from the Province of Ontario, permit fees and other user fees collected under the Building Code Act, receipts from the Federal Gas Tax Fund, and funds collected for parkland dedications. $- $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 Parkland cash-in-lieu Federal gas tax Building code act Provincial infrastructure Development charges Obligatory Reserve Funds 2017 2016 2015 2014 2013 Equity Schedules 85 Transfers to Reserves and Reserve Funds The following provides the contributions from and to the General Fund (operating budget) for 2019. Transfers from Reserve Funds for capital purposes are identified in the department summaries. Reserves Reserve 2019 Proposed Transfer In Purpose Pits and Quarries $330,000 Funding from aggregates Municipal Acquisition of Property 40,000 Acquiring land for library parking Records Maintenance 10,000 Records management program Election Expenses 125,000 Funding for 2022 municipal election $505,000 Reserve Funds Reserve Fund 2019 Proposed Transfer In Purpose Computer Equipment $100,000 Contribution for asset replacement Clerk’s Fleet 5,000 Contribution for asset replacement Animal Services Capital 7,000 Contribution for asset replacement Parking Lot 280,000 Meter revenue Future Staffing 125,000 Contribution for future firefighters Economic Development 50,000 Contribution for economic development Municipal Government Enterprise 30,000 Repayment to fund from energy savings Municipal Capital Works 285,000 Contribution for asset replacement Municipal Capital Works 250,000 Funding for DC incentives Fire Equipment 375,000 Contribution for asset replacement Engineering Fleet 5,000 Contribution for asset replacement Equity Schedules 86 Reserve Fund 2019 Proposed Transfer In Purpose Parking Rehabilitation 310,000 Contribution for asset replacement Cemeteries Capital 5,000 Contribution for asset replacement Facilities / Parks Maintenance 328,000 Contribution for asset replacement Operations Equipment 159,500 Contribution for asset replacement Community Services Building Refurbishment 85,000 Contribution for asset replacement Community Services Capital 325,000 Contribution for asset replacement General Municipal Purposes 49,200 CCD Leasehold improvements Community Improvement 12,500 Contribution to program Library Capital 30,000 Contribution for asset replacement Bowmanville Museum 3,000 Contribution for asset replacement Clarke Museum 3,000 Contribution for asset replacement $2,822,200 Transfers from Reserves and Reserve Funds Reserves Reserve 2019 Proposed Transfer Out Purpose Legal $(35,000) Funding for specific files $(35,000) Equity Schedules 87 Reserve Funds Reserve Fund 2019 Proposed Transfer In Purpose DC Roads and Related $(11,500) 50% North Newcastle Drainage Study DC Engineering Parks (13,500) Consulting – Parks Design DC Indoor Recreation (148,658) Debenture repayment BIS DC Indoor Recreation (1,581,886) Debenture repayment DHRC DC Roads and Related (75,000) Engineering design DC Roads and Related (541,802) Debenture repayment Green Rd DC General Government (144,000) Plan studies DC General Government (72,000) DC Study DC Library Board (78,146) Debenture repayment Courtice Debt Retirement (16,518) Debenture repayment BIS Economic Development (75,368) Senior Planner salary (zoning bylaw) Engineering Parks Capital (7,850) Maintenance of Clarington Fields portable washrooms Engineering & Inspection (104,630) Salary for Engineering Capital Works Coordinator Engineering & Inspection (325,000) Funding for engineering division General Municipal (250,000) Interest from Veridian Parking Lot (350,000) Parking enforcement Rate Stabilization (600,000) Funding to offset levy Rate Stabilization (385,000) Funding for Emerald Ash Borer tree replacement DC General Government (90,000) Funding for OP Appeal Perpetual Care (20,300) 2019 Interest revenue $(4,891,158) In 2019, the annual draw from the Rate Stabilization Reserve Fund was reduced from $800,000 to $600,000. It is recommended that this reliance to balance the budget be phased out over the next four years; however at the same time clearly one-time expenditures will begin to be funded specifically from this reserve fund. Equity Schedules 88 Estimated Reserve Activity Reserves General Reserve Estimated 2018 Ending Available Expenditure – Capital Expenditure – Operating Contributions from General Estimated Revenues Estimated 2019 Ending Balance Self Insured Losses $207,837 $0 $0 $0 $0 $207,837 Municipal Acquisition of Property 539,189 (70,000) 0 40,000 0 509,189 General Capital 160,973 0 0 0 0 160,973 Legal Fees 188,709 0 (35,000) 0 0 153,709 Clarington Heritage Committee 8,222 0 (1,000) 0 0 7,222 Consultant / Professional Fees 218,756 0 0 0 0 218,756 $1,323,686 $(70,000) $(36,000) $40,000 $0 $1,257,686 Clerk’s Reserve Estimated 2018 Ending Available Expenditure – Capital Expenditure – Operating Contributions from General Estimated Revenues Estimated 2019 Ending Balance Records Maintenance $37,670 $0 $0 $10,000 $0 $47,670 Election Expenses 22,338 0) 0 125,000 0 147,338 $60,008 $0 $0 $135,000 $0 $195,008 Equity Schedules 89 Fire Reserve Estimated 2018 Ending Available Expenditure – Capital Expenditure – Operating Contributions from General Estimated Revenues Estimated 2019 Ending Balance Fire Prevention Reserve $4,803 $0 $0 $0 $0 $4,803 $4,803 $0 $0 $0 $0 $4,803 Roads and Parks Reserve Estimated 2018 Ending Available Expenditure – Capital Expenditure – Operating Contributions from General Estimated Revenues Estimated 2019 Ending Balance Pits & Quarries $47,123 $(375,000) $0 $330,000 $0 $2,123 Rural Road Rehabilitation 2,168 0 0 0 0 2,168 Park Development 812 0 0 0 0 812 Burketon Park Improvements 7,569 0 0 0 0 7,569 Samuel Wilmot Nature Area 49 0 0 0 0 49 $57,721 $(375,000) $0 $330,000 $0 $12,721 Equity Schedules 90 Reserve Funds General Reserve Fund Estimated 2018 Ending Available Expenditure – Capital Expenditure – Operating Contributions from General Estimated Revenues Estimated 2019 Ending Balance Economic Development $516,877 $0 $(75,368) $50,000 $0 $491.509 Strategic Capital 10,000,000 0 0 0 0 10,000,000 Municipal Capital Works 121,723 (813,575) 0 535,000 0 (156,852) General Municipal 2,513,098 0 (250,000) 49,200 0 2,312,298 Debenture Retirement 266,879 0 (16,518) 0 0 250,361 Computer Equipment 360,730 (140,000) 0 100,000 0 320,730 Impact / Escrow 126,429 0 0 0 0 126,429 Rate Stabilization 5,373,661 0 (985,000) 0 0 4,388,661 ASO Benefits 539,789 0 0 0 0 539,789 Future Staffing 252,805 0 0 125,000 0 377,805 Clarington Station A Account 817,835 0 0 0 0 817,835 Municipal Government Enterprise - Other 651,636 0 0 0 0 651,636 $21,541,462 $(953,575) $(1,326,886) $859,200 $0 $20,120,201 Clerk’s Reserve Fund Estimated 2018 Ending Available Expenditure – Capital Expenditure – Operating Contributions from General Estimated Revenues Estimated 2019 Ending Balance Parking Lot $895,679 $(79,000) $(350,000) $280,000 $0 $746,679 Animal Services Capital 114,342 0 0 7,000 0 121,342 Clerk Fleet 28,394 0 0 5,000 0 33,394 $1,038,415 $(79,000) $(350,000) $292,000 $0 $901,415 Equity Schedules 91 Fire Reserve Fund Estimated 2018 Ending Available Expenditure – Capital Expenditure – Operating Contributions from General Estimated Revenues Estimated 2019 Ending Balance Fire Equipment $995,938 $(80,000) $0 $375,000 $0 $1,290,938 Community Emergency Management 344,116 0 0 0 0 344,116 $1,340,054 $(80,000) $0 $375,000 $0 $1,635,054 Engineering Reserve Fund Estimated 2018 Ending Available Expenditure – Capital Expenditure – Operating Contributions from General Estimated Revenues Estimated 2019 Ending Balance Roads Capital $357,908 $0 $0 $0 $0 $357,908 Engineering Fleet 114,236 0 0 5,000 0 119,236 Engineering Inspection 2,453,902 0 (429,630) 0 0 2,024,272 Roads Contribution 659,567 0 0 0 0 659,567 Engineering Parks Capital 291,202 (20,000) (7,850) 0 0 263,352 Cemeteries Capital 28,613 0 0 5,000 0 33,613 Federal Gas Tax Receipts 1,347,636 (2,749,500) 0 0 2,791,328 1,389,464 Building Division 2,587,903 (1,000,000) 0 0 0 1,587,903 Engineering Review 688,130 0 0 0 0 688,130 Parking Lot Rehabilitation 134,479 (160,000) 0 310,000 0 284,479 Provincial Infrastructure 1,635,351 (1,797,935) 0 0 1,797,935 1,635,351 $10,298,927 $(5,727,435) $(437,480) $320,000 $4,589,263 $9,043,274 Equity Schedules 92 Operations Reserve Fund Estimated 2018 Ending Available Expenditure – Capital Expenditure – Operating Contributions from General Estimated Revenues Estimated 2019 Ending Balance Facilities / Park Maintenance $543,504 $(332,500) $0 $328,000 $0 $539,004 Operations Equipment 718,871 (680,000) 0 159,500 0 198,371 Stormwater Management Pond Maintenance 32,161 0 0 0 0 32,161 $1,294,536 $(1,012,500) $0 $487,500 $0 $769,535 Community Services Reserve Fund Estimated 2018 Ending Available Expenditure – Capital Expenditure – Operating Contributions from General Estimated Revenues Estimated 2019 Ending Balance Community Services Capital $506,043 $(400,000) $0 $325,000 $0 $431,043 Older Adults Programming 37,252 0 0 0 0 37,252 CSD Building Refurbishment 331,132 0 0 85,000 0 416,132 $874,427 $(400,000) $0 $410,000 $0 $884,427 Equity Schedules 93 Planning Reserve Fund Estimated 2018 Ending Available Expenditure – Capital Expenditure – Operating Contributions from General Estimated Revenues Estimated 2019 Ending Balance Parkland Cash In Lieu $2,610,746 $0 $0 $0 $0 $2,610,746 Westside / Bowmanville Marsh 8,193 0 0 0 0 8,193 Newcastle Waterfront 202,249 (201,640) 0 0 0 609 Port Granby LLRW Agreement 179,809 0 0 0 0 179,809 Community Improvement Plan 185,163 0 0 12,500 0 197,663 Beautification / Tree Planting 8,887 0 0 0 0 8,887 $3,195,047 $(201,640) $0 $12,500 $0 $3,005,907 Library Reserve Fund Estimated 2018 Ending Available Expenditure – Capital Expenditure – Operating Contributions from General Estimated Revenues Estimated 2019 Ending Balance Library Capital $1,773,930 $(1,300,000) $0 $30,000 $0 $503,930 Library Computer Equipment 315,387 0 0 0 0 315,387 $2,089,317 $(1,300,000) $0 $30,000 $0 $819,317 Equity Schedules 94 Museums / Cemeteries / Other Reserve Fund Estimated 2018 Ending Available Expenditure – Capital Expenditure – Operating Contributions from General Estimated Revenues Estimated 2019 Ending Balance Museum Capital – Bowmanville $40,816 $0 $0 $3,000 $0 $43,816 Museum Capital – Clarke 68,271 0 0 3,000 0 71,271 Bowmanville BIA 14,851 0 0 0 0 14,851 Newcastle BIA 115,031 0 0 0 0 115,031 Newcastle Arena – Operating 2,462 0 0 0 0 2,462 Orono BIA 79,568 0 0 0 0 79,568 $320,999 $0 $0 $6,000 $0 $326,999 Development Charges Reserve Fund Estimated 2018 Ending Available Expenditure – Capital Expenditure – Operating Contributions from General Estimated Revenues Estimated 2019 Ending Balance General Government $1,854,198 $0 $(216,000) $0 $0 $1,638,198 Public Library 1,440,569 (127,589) (78,146) 0 0 1,234,834 Emergency Services 5,068,344 0 0 0 0 5,068,344 Indoor Recreation 815,082 0 (1,730,544) 0 0 (915,462) Engineering Park Development & Facilities 3,180,930 (978,693) (13,500) 0 0 2,188,737 Operations 3,379,951 (652,500) 0 0 0 2,727,451 Roads & Related 24,887,763 (6,862,168) (625,802) 0 0 17,399,793 Parking 413,184 0 0 0 0 413,184 $41,040,021 $(8,620,950) $(2,663,992) $0 $0 $29,755,079