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HomeMy WebLinkAboutFND-012-08 AddendumClarJaG~tOn &nergizing Ontario REPORT FINANCE DEPARTMENT Meeting: COUNCIL Date: MONDAY JUNE 9, 2008 Resolution #: C-~Sa-~D Report#: ADDENDUM TO FND-012-08 File #: By-law #:0~00~-' JO~ Subject: DEVELOPMENT CHARGES AMENDMENT STUDY AND BY-LAW 2008 Recommendations: It is respectfully recommended to Council the following: THAT the Addendum Report to FND-012-08 be received; 2. THAT Report FND-012-08 be lifted from the table; 3. THAT the Development Charges Amendment Study, May 2008, prepared by Hemson Consulting Ltd. be approved; 4. THAT the Development Charges quantum for Residential charge s be approved as follows, subject to annual indexing: July 1, 2008 Jan 1, 2009 Residential Single and Semi $13,012 $14,538 Townhouse and Row $11,353 $12,662 Large Apartment $ 8,907 $9,989 Small Apartment $ 5,651 $6,331 5. THAT the Development Charge quantum for both Non-Residential -Industrial and Non-Residential -Excluding Industrial charges be phased-in for all units, as follows, subject to annual indexing: Non-Residential -Industrial (per sq. m.) Non-Residential -Excluding Industrial (per sq. m.) July 1, 2008 $26.89 July 1, 2009 $30.96 July 1, 2010 $35.03 July 1, 2008 $48.35 Jan 1, 2009 $55.16 July 1, 2009 $61.97 w`- ADDENDUM TO REPORT FND-012-08 PAGE 2 6. THAT Council in approving the Amendment Study expresses its intent to ensure that the increase in the need for services attributable to the anticipated development will be met and that any future excess capacity identified in the Study will be paid for by development charges or other suitable charges to protect the public interest; 7. THAT Council has reviewed the changes made to the draft By-Law and after having considered the changes, Council determined that there is not a need for an additional public meeting; 8. THAT for completed applications as determined by the Chief Building Official received on or before June 30, 2008, where the permit is issued and development charges paid by September 12, 2008, that the applicable development charges be calculated based on By-Law 2005-108, prior to the amendment proposed as attached to this report; 9. THAT the attached By-Law (Attachment "A") be approved to amend By-Law 2005-108; and 10. THAT the Region of Durham and recorded interested parties be provided a copy of this report and be notified of Council's decision. Submitted by: Reviewed by: cy ay r, B. ., C.A., Franklin Wu, Director of FinancelTreasurer. Chief Administrative Officer. NT/hj ADDENDUM TO REPORT FND-012-08 PAGE 3 BACKGROUND AND INFORMATION: 1.0 The 2008 Development Charges Amendment Study 1.1 At the General Purpose and Administration Committee meeting of June 2, 2008, Committee heard delegations at a statutory public meeting pertaining to the proposed amendments to the existing 2005 development charges by-law. 1.2 Report FND-012-08 (Attachment B) was tabled for one week to allow the comments made by the delegations to be considered and any changes incorporated. Written communications received are attached to this report (Attachment C, D, E, F, and G). No other communications were received at the time of writing of this report. 1.3 As a result of the input received at the public meeting. Several changes are being proposed. 2.0 Non-Residential Charge 2.1 Due to the greater price/cost sensitivity surrounding attracting industrial growth as compared to other non-residential (i.e. commercial and institutional), a phasing mechanism was recommended. It is recommended that the industrial component be phased into the full rates over three increments whereby the full charge would be effective July 1, 2010. No changes have been made to this recommendation. 2.2 It was not originally recommended to include a phasing component for the other non-residential (ie. Commercial and institutional). However, in light of the comments and submissions received (Attachment D) as well as concerns over the current economic environment, consideration has been given to a short- term phasing recommendation. Incorporated in the revised By-law (Attachment A) is a phasing mechanism for this category whereby one-third of the increase is effective July 1, 2008, one-third effective January 1, 2009, and one-third effective July 1, 2009. This still meets the objective of having the charge fully implemented by July 1, 2009, but allows for somewhat more manageable proportions as requested by the proponents. 2.3 Revised transitional provisions would also apply to the non-residential charge as discussed subsequently in this report. 3.0 Residential Charge 3.1 The residential charge being recommended is now an increase of 46% over the current charge (See proposed amendments in subsequent sections). Similar to the commercial and institutional charge, originally no phasing provisions were ADDENDUM TO REPORT FND-012-08 PAGE 4 recommended. Again, in light of economic circumstances and further consideration of the proposals presented, both verbally and in writing (Attachments C, E and G) a revised recommendation is provided in this addendum. 3.2 The first consideration provided is an enhancement to the transitional provisions. This will be explained in further detail below. In light of the enhanced transitional provisions, aphase-in is being recommended. However the enhanced transitional provisions will only apply to the July 1, 2008 phase - in, not the second phase-in on January 1, 2009. 3.3 It is therefore recommended that two-thirds of the increase be effective July 1, 2008 and the final one-third on January 1, 2009. 4.0 Tax Impact 4.1 The existing taxpayer picks up any shortfall for the cost of growth related services which is not collected through the development charge. The Amendment Study has fully documented the shares of the capital program that will not be funded from development charges. This will be addressed through the annual budget process as projects come forward. Any impact of the phase-in provisions is also an impact to taxpayers. As each project comes forward during this time frame, a proportion that would otherwise have been growth related will have to be funded from other municipal sources. However, it is worthy of note that without proceeding with this amendment in advance of the normal expiry of the by-law, there would also have been impacts to the taxpayers. 5.0 Enhanced Transitional Provisions 5.1 The first effective date of change in the quantum is recommended as July 1, 2008. It is recommended that building permit applications that have been submitted to the Chief Building Official on or before June 30 and are complete in the opinion of the Chief Building Official where the permit is issued and development charges paid by September 12, 2008, that the applicable development charges be calculated based on By-Law 2005-108, prior to the amendment proposed as attached to this report and therefore will not be subject to the new amendment to the By-Law. The increase in the charge is imposed at the time of issue of the building permit and so a specific resolution has been added to this report. 5.1.1 For subsequent phase-in dates, for completed applications as determined by the Chief Building Official received on or before the close of business on the day preceeding the rate change according to the by-law, where the development charges will be paid by the close of business on the preceeding day, that the applicable development charges will be calculated based on the ADDENDUM TO REPORT FND-012-08 PAGE 5 prevailing charge on the close of business on the day prior to the phase-in rate increase. 6.0 Communication from IBI Group (Attachment F) 6.1 This section is a response to a submission received by the Municipality of Clarington from Randy M. Grimes, of IBI Group, dated June 2nd, 2008. Mr. Grimes's submission follows the release of the Municipality of Clarington Development Charges Amendment Study, May 2008 and associated draft development charges amendment by-law and a subsequent public meeting, held on June 2nd, 2008 under the Development Charges Act, regarding proposed Municipal development charges. The submission was made on behalf of the Smooth Run Developments and Brookfield Homes (Ontario) Limited with respect to their North Village project in Newcastle. 6.2 Issues and Responses The following provides a response to the issues raised in the letter (Attachment F). The responses follow the same order and numbering set out in the letter. 6.2.1 Cash Flow Financing Terms The cash flow calculations undertaken in the background study are based on a term borrowing rate of 6.5%, an interest earning rate of 4.5% and a general inflation rate of 2.5%. The submission suggests that current borrowing rates are lower and a more appropriate borrowing rate would be in the range of 5.0% to 5.5%. The cash flow financing factors used in the 2008 Amendment Study are consistent with the assumptions used in the Municipality's 2005 Development Charges Background Study. The factors were established based on long-term trends in interest rates. The difference between the different rate assumptions is critical and yields effective real rates. The difference between the various rates is consistent with the long-term pattern and relationship between financing rates and inflation. Therefore adjusting one factor, the long term borrowing rate, would require a review of the other factors as well. It is recognized that current financing rates are at, or near, historic lows. However, it is unclear how the rates will change over the coming months and years. It is the general expectation that financing rates will not move lower but are likely to experience some upward pressure. Response: The rates used in the 2008 Amendment Study are consistent with the Municipality's 2005 Background Study and are supported by the long-term ADDENDUM TO REPORT FND-012-08 PAGE 6 financing terms and conditions. However given the short-term life, no more than two years, of the by-law and the current low interest rates, a sensitivity analysis using lower financing has been undertaken. The cash flows, for all services, have been adjusted using a 5.75% borrowing rate and a 4.0% earnings rate. Making these changes results in a 1 % reduction in the residential rates ($143 per single detached unit), a 1.9% reduction in the non-residential commercial rates ($1.21 per square metre) and a 0.75% reduction ($0.26 per square metre) in the industrial rates. It is recommended that this change be incorporated. 6.2.2 Roads Costs The IBI submission identifies concerns about the increase in the benchmark unit costs in the roads costing from the 2005 to the 2008 Background Study. As suggested in the IBI letter, the 2005 DC Study had a typo for the construction cost of a 5 lane urban arterial road. As part of the 2008 Amendment Study municipal staff, in conjunction with TSH, reviewed all of the road construction benchmark costs based on tenders and projects completed since 2005. The road construction unit costs used in the 2008 Amendment Study, and summarized Table A of the IBI letter, reflect this analysis and the current road construction costs being experienced in Clarington. The review indicated that the values shown in the 2005 Background Study were understated for a number of road types. No adjustment in the 2008 Amendment Study roads calculations is required. 6.2.3. South Courtice Arena Value The submission raises a concern that the value of the South Courtice arena has been significantly increased from the 2005 Background Study to the 2008 Amendment Study. The South Courtice Arena has a floor area of 77,000 square feet and was valued in the 2005 Background Study at $19.25 million or $250 per square foot. The value was based on the cost of constructing the facility. The 2008 Amendment Study has a value for the area of $23.1 million or $300 per square foot. The revised cost estimate is based on the tender costs of the Newcastle Multi-Use Facility currently under construction by the Municipality. If the Municipality was to rebuild the South Courtice Arena in 2008, it is anticipated that the minimum construction cost would be $300 per square foot. The $10.1 million reference in the IBI letter is the remaining, as of January 1, 2008, principal portion of the debenture related to the original construction of the ADDENDUM TO REPORT FND-012-08 PAGE 7 South Courtice Arena. The $10.1 million does not refer to the total original construction cost of the facility. No adjustment or changes are required. 6.2.4 Use of Gross Population in New Units The 2008 Amendment Study utilizes population growth in new housing units as the driver for determining the need to expand municipal servicing and the basis over which to recover the residential growth-related costs. The 2005 Background Study made allowance for capacity in municipal infrastructure generated by the decline in the existing population base that would be available to service a share of the population in new units. Experience in Clarington, and other municipalities, has shown that this benefit has not accrued to new growth and the Municipality has had to continue to add and expand municipal infrastructure at levels equal to, or greater than, the ten year historic service levels. This is particularly true in Clarington as servicing three geographic urban centres and numerous hamlets throughout a large rural area create many challenges. The decline in population in one portion of the Municipality has not resulted in infrastructure capacity being made available where it is required, namely where growth is occurring. 6.2.5 Excess Capacity The submission expresses concern that the Background Study does not fully and appropriately deal with the issue of excess capacity. The methodology and calculations in both the 2005 Background Study and the 2008 Amendment Background Study fully and appropriately account for excess capacity. Clarington does have, in the context of the Development Charges, excess capacity in some services, most notably in the services of library and indoor recreation. The excess capacity in these services is "committed" excess capacity and at the time of creating the capacity (i.e. building the Bowmanville Library and the South Courtice Arena) the Council of the day expressed the intent to recover the eligible costs through future development charges. An example of the treatment of excess capacity may provide some clarification. Page 4 of Table 1 of Appendix B.3, Page 71, of the 2008 Amendment Study displays the treatment of excess capacity for indoor recreation services. The following is a summary of the calculations: 1. Ten Year (1998-2007) Historic Service Level $1,516.27/capita ADDENDUM TO REPORT FND-012-08 PAGE 8 2. Population in New Housing Units (2008-2014) 22,269 persons 3. DC Maximum Allowable Funding (#1 x #2) $33.8 million 4. Current (2007) Inventory Value $128.8 million 5. Inventory Value at Historic Service Level $121.3 million 6. Excess Capacity (#4 - #5) $7.5 million 7. Maximum Allowable New Facilities (#3 - #6) $26.3 million As shown above, there is indoor recreation excess capacity of $7.5 million. The excess capacity relates to the South Courtice Arena and the Bowmanville Indoor Recreation Facility. This is committed excess capacity and as permitted under the Development Charge Act, the Municipality is recovering for this growth- related cost under the calculations in the Amendment Study. The maximum allowable, net of excess capacity, for the period 2008-2014, is $26.3 million and the Municipality is permitted to recovery this level of monies for the provision of indoor recreation facilities. The 2008 Amendment Background Study provides for the recovery of $33.8 million in indoor recreation growth-related costs which includes a recovery of committed excess capacity and for future growth-related capital expenditures. 6.2.6 Library and Indoor Recreation Cash Flow Adjustment The library and indoor recreation cash-flow analysis have been adjusted to reflect anticipated slow-down in the residential building permits. Funding for growth- related library and indoor infrastructure is largely fixed, as facilities are constructed as debentures are issued. As such, aslow-down in growth will result in negative fiscal impacts to the Municipality. This sensitivity analysis has resulted in minor (approximately 8 per cent) increase in the library and indoor recreation charge. The IBI submission is questioning the rational and appropriateness of this adjustment. Response: The slowdown in the recent building permit activity in Clarington supports the concern that the level of development activity anticipated in the 2005 and 2008 Background Studies will not be achieved and the type of adjustment to the library and indoor recreation is warranted. However given the short-term life of the by- ADDENDUM TO REPORT FND-012-08 PAGE 9 law and in response to the submission, a sensitivity analysis has been undertaken. Adjusting the library and indoor recreation cash flows to the same basis as the other residential cash flows results in a 2.81 % reduction in the residential rates ($425 per single detached unit) but has no impact on the non-residential rates. It is recommended that this change be incorporated. 6.3 The net effect of the two changes recommended above is to reduce the overall residential charge for a single family dwelling to $14,538 from the original proposal of $15,102. This reduces the proposed increase from the original 52% to a revised increase of 46%. A similar effect will occur to the other dwelling types. As library and indoor recreation have no impact upon the non-residential component, the effect of the interest rate change will reduce the Industrial charge to $35.03 from the original calculated value of $35.29 or an increase of 53.5% rather than 55%. The other non-residential charge (commercial and institutional) will change to $61.97 rather than $63.18 or an increase of 49% rather than 52%. These changes are reflected in detail in the revised by-law (Attachment A). 7.0 Conclusions and Recommendations 7.1 In light of current economic concerns, the short life span of this amendment, and the concerns expressed at the public meeting, four changes have been recommended in this addendum report. Firstly, the interest rate on cost of borrowing has been reduced. Secondly, the library and indoor recreation cash flows have been revised to reflect the same basis as the other components. Thirdly, additional phase-in recommendations have been incorporated. Finally, enhanced transitional provisions have been recommended. All of these items are reflected in the attached by-law and the recommendations to this report, as applicable. Attachments: Attachment "A" -Proposed By-Law Attachment "B" -FND-012-08 Attachment "C" -Letter from Wilmot Creek Attachment "D" -Letter from Valiant Property Management Attachment "E" -Letter from Durham Region Homebuilder's Association Attachment "F" - Letter from IBI Group Attachment "G"- Letter from the Kaitlin Group ADDENDUM TO REPORT FND-012-08 PAGE 10 Interested Parties: Region of Durham Finance Department 60 Bond Street Oshawa, Ontario L1 H 8B6 CORPORATION OF THE MUNICIPALITY OF CLARINGTON 40 TEMPERANCE STREET, BOWMANVILLE, ONTARIO L1C 3A6 T (905)623-3379 F (905)623-4169 Attachment"A" THE CORPORATION OF THE MUNICIPALTTY OF CLARINGTON BY-LAW NO. 2008-XXX Being a by-law to amend Municipality of Clarington Development Charge By-law No. 2005-108, as amended by By- law No. 2007-195 and By-law 2006-160. WHEREAS Subsection 2(1) of the Development Chazges Act, S.O. 1997, c.27 (the "Act") provides [ha[ [he council of a municipality may by by-law impose development chazges against land to pay for increased capital costs required because of increased needs for services arising from the development of the azea [o which the by-law applies; AND WHEREAS the Council of The Corporation of the Municipality of Clarington enacted By-law No. 2005-108 - Being a By-law to impose development charges against land in The Municipality of Claring[on pursuant to [he Development Chazges Act, 1997 for The Corporation of the Municipality of Clarington. By-law No 2005-108 was amended by By-law No. 2006-160 and by By-law No. 2007-195; AND WHEREAS Council has before it a Background Study entitled "Development Chazges Amendment Study, Municipality of Clazing[on" dated May, 2008 (the "Study"); AND WHEREAS Section 19 of [he Act provides for the process for an amendment to a development chazge by-law, including the requirement that a public meeting ("Public Meeting") beheld before an amendment is passed; AND WHEREAS Council gave notice to the public of the Public Meeting and held the Public Meeting pursuant to sections 12 and 19 of the Acton June 2, 2008, prior to which [he Study and the proposed amending by-law were made available [o [he public, and Council heazd comments and representation from all persons who applied to be heazd and considered Report FND-012-08 dated June 2, 2008 (the "Staff Report"); AND WHEREAS staff of the Municipality considered the public comments and representations made at the Public Meeting and at the meeting of Council held on June 9, 2008 submitted to Council Addendum Report to Report FND-012-08 dated June 9, 2008; AND WHEREAS at its meeting on June 9, 2008, by Resolution No. C-XX~-08 Council approved the recommendations contained in Report FND-012-08 and the Addendum thereto; NOW THEREFORE THE COUNCIL OF THE CORPORATION OF THE MUNICIl'ALITY OF CLARINGTON ENACTS AS FOLLOWS: L THAT By-law No.2005-108, as amended, is further amended by deleting Schedule "I"attached Urere[o and replacing it with a new Schedule "1" in the form and with the content of Schedule "1" attached to and forming part ofthis by-law. 2. THAT By-law No.2005-108, as amended, is further amended by deleting Schedule " 2" attached thereto and replacing it with a new Schedule " 2" in the form and with the content of Schedule " 2" attached to and forming part of this by-law. 3. THAT By-law No.2005-108, as amended, is further amended by deleting Schedule " 3" attached thereto and replacing i[ with a new Schedule " 3" in the forth and with the content of Schedule " 3" attached [o and forming part of this by-law, a. THAT By-law No.2005-108, as amended, is further amended by deleting Schedule "a" attached thereto and replacing it with a new Schedule "a" in the form and with the content of Schedule "a" attached to and forming part ofthis by-law. 5. This by-law comes into force and is effective on July 1, 2008. By-law read a first and second time this 9`° of June 2008. By-Law read a third time and finally passed this 9's of June 2008. Jim Abernethy, Mayor Patti L. Barrie, Municipal Clerk Page 2 SCHEDULE "1" RESIDENTIAL DEVELOPMENT CHARGES SCHEDULE "1" TO BY-LAW NO. 2005-108, AS AMENDED AND AS FURTHER AMENDED BY BY-LAW 2008-XXX PHASING SCHEDULE BY EFFECTIVE DATE RESIDENTIAL DEVELOPMENT CHARGES PER UNIT July 1, 2008 January 1, 2009 Single and Semi-Detached $13,012 $14,538 Townhouse, Multiple and Row Units $11,353 $12,662 Apartments Large $8,907 $9,989 Small $5,651 $6,331 SCHEDULE"2" NON-RESIDENTIAL DEVELOPMENT CHARGES SCHEDULE "2" TO BY-LAW NO. 2005-108, AS AMENDED AND AS FURTHER AMENDED BY BY-LAW 2008-XXX PHASING SCHEDULE BY EFFECTIVE DATE NON-RESIDENTIAL DEVELOPMENT CHARGES PER SQUARE METRE OF GROSS FLOOR AREA July 1, 2008 January 1, 2009 July 1, 2009 July 1, 2010 Non-Residential (excluding Industrial) $48.35 $55.16 $61.97 $61.97 Industrial $26.89 $26.89 $30.96 $35.03 SCHEDULE"3" ALLOCATION OF RESIDENTIAL DEVELOPMENT CHARGES SCHEDULE"3" TO BY-LAW NO. 2005-108, AS AMENDED AND AS FURTHER AMENDED BY BY-LAW 2008-XXX ALLOCATION OF RESIDENTIAL DEVELOPMENT CHARGES Allocation General Government 2.67% Library Service 5.65% Fire Protection Services 5.65% Indoor Recreation 31.26% Park Development and Related Facilities 9.92% Operations (Buildings, Equipment and Fleet) 4.63% Parking 0.36% Transit n/a Roads and Related 39.86% Total Development Charge 100.00% SCHEDULE "4" ALLOCATION OF NON-RESIDENTIAL DEVELOPMENT CHARGES SCHEDULE "4" TO BY-LAW NO. 2005-108, AS AMENDED AND AS FURTHER AMENDED BY BY-LAW 2008-XXX ALLOCATION OF NON-RESIDENTIAL DEVELOPMENT CHARGES Allocation Non-Residential (excluding Industrial industrial General Government 3.03% 5.37% Library Service n/a n/a Fire Protection Services 6.42% 11.36% Indoor Recreation n/a n/a Park Development and Related Facilities n/a n/a Operations (Buildings, Equipment and Fleet) 5.25% 9.28% Parking 0.40% 0.71% Transit n/a n/a Roads and Related 84.90% 73.28% Total Development Charge 100.00% 100.00% ATTACHMENT "B" ~`~"lI~l~OII Leading the Way REPORT FINANCE DEPARTMENT Meeting: GENERAL PURPOSE AND ADMINISTRATION COMMITTEE Date: MONDAY, JUNE 2, 2008 Resolution #: Report #: FND-012-OS File #: By-law #: Subject: DEVELOPMENT CHARGES AMENDMENT STUDY AND BY-LAW 20D8 Recommendations: It is respectfully recommended the General Purpose and Administration Committee recommend to Council the fallowing: THAT the Development Charges Amendment Study, May 2008, prepared by Hemson Consulting Ltd. he approved; 2. THAT the Development Charges quantum for Residential charges be approved as follows, effective July 1, 2008, subject to annual indexing: Residential Single and Semi $15,102 Townhouse and Row $13,153 Large Apartment $14,377 Small Apartment $ 6,577 3. THAT the Development Charge quantum for both Non-Residential -Industrial and Non-Residential -Excluding Industrial charges be phased-in for all units, as follows: Non-Residential -Industrial July 1, 2008 $26.98 (per sq. m.) July 1, 2009 $31.14 July 1, 2010 $35.29 Non-Residential -Excluding July 1, 2008 $52.36 Industrial (per sq. m.) July 1, 2009 $63.18 REPORT FND-072-08 PAGE 2 4. THAT Council in approving the Amendment Study expresses its intent to ensure that the increase in the need for services attributable to the anticipated development will be met and that any future excess capacity identified in the Study will be paid for by development charges or other suitable charges to protect the public interest; 5. THAT Council has reviewed the changes made to the draft By-Law and after having considered the changes, Council determined that there is not a need for an additional public meeting; 6. THAT for completed applications as determined by the Chief Building Official received on or before June 30, 2008, where the development charges will be paid by June 30, 2008, that the applicable development charges be calculated based on By-Law 2005-108, prior to the amendment proposed as attached to this report; 7. THAT the attached By-Law (Attachment "A"), inclusive of any amendments made by Council at the meeting of June 9, 2008, be recommended to Council for approval to amend By-Law 2005-108; and 8. THAT the Region of Durham and recorded interested parties be provided a copy of this report and be notified of Council's decision. Submitted by: Reviewed b~.._.,` ~~- ~/mot ancy T or, B. ., .A., Franklin Wu, Director~f Finance/Treasurer. Chief Administrative Officer. NT/hjl REPORT FND-012-08 PAGE 3 BACKGROUND AND INFORMATION: 1.0 The 2005 Development Charges 1.1 On June 27ih• 2005, Council adopted the existing development charges with the approval of report FND-007-05 and the accompanying By-Law 2005-108. This By-Law, by statute expires after five years or June 30, 2010. 1.2 On March 315`, 2008, Report FND-007-OS pertaining to Fiscal Impact Analysis of New Development was approved. During the course of this study, it was determined that the Municipality's current development charges rates da not adequately fund the growth related costs eligible for recovery through development charges. Report FND-024-07 was approved December 10, 2007 to authorize an interim review and amendment to the 2005 Development Charges By-Law. 1.3 The legislation only allows calculation of a charge based on the historical average service level of the past 10 years. The legislation does not permit the use of development charges to increase the service levels in any category. If the allowable permitted calculated charge under the legislation is not used, the shortfall is transferred to the tax base and the historic average is eroded, such that in future less development charges can be recoverable. 2.0 The 2008 Development Charges Amendment Study 2.1 Staff from all Departments and the Library worked diligently, as a Steering Committee with Craig Binning of Hemson Consulting Ltd., to bring fornard the amendment study May 2008. The result of the analysis was to produce a revised development charge that reflects the costs of services required to support the projected new development to 2014. The executive summary is attached (Attachment "B"), with the full study circulated under separate cover on May 15, 2008. 2.2 The amendment study introduction provides an overview of the areas of focus in this report. The focus of the study was limited to adjusting the development charge rates to reflect the increased cost of servicing growth in Clarington. 3.0 Non-Residential Charge 3.1 In reviewing the non-residential development charges within the lakeshore area municipalities of Durham Region, all lower tier municipalities have a commercial and industrial development charge. The Region of Durham is currently in process to update their rates and is proposing atwo-year phasing to the full rate by July 1, 2010. REPORT FND-072-08 PAGE 4 3.2 The cities of Pickering and Oshawa both have a standard charge for all non- residential. Ajax and Whitby have separated industrial at a different rate than the other non-residential components. This is the approach previously undertaken in Clarington also. 3.3 Clarington's non-residential rate for Industrial is curcently at $22.82 per square metre and the maximum permissible under the Amendment Study is $35.29 per square metre or a 55% increase. The value for all other non-residential is currently $44.54 per square metre moving to $63.18 per square metre or a 52% increase. 3.4 Council has expressed thrcugh the Corporate Strategic Business Plan, 2007- 2010, aclear initiative to promote and attract non-residential activities to Clarington. The Amendment Study, May 2008, is determined based on the substantially increased costs for providing the capital program required to accommodate growth. However, due to the significant effect this may have on Council's priority to attract the non-residential sector, it is proposed that a phasing mechanism be employed. 3.5 Due to the greater price/cost sensitiv'~ty surrounding attracting industrial growth as compared to other non-residential (i.e. commercial and institutional), a different phasing mechanism is recommended. It is recommended that the industrial component be phased into the full races over three increments whereby the full charge would be effective July 1, 2010. For other non- residential development, the full charge would be effective by July 1, 2009. This is reflected in Schedule 2 to the proposed By-Law. 4.0 Residential Charge 4.1 The residential charge being recommended is an increase of 52% over the current charge. 5.0 Taz Impact 5.1 The existing taxpayer picks up any shortfall for the cost of growth related services which is not collected through the development charge. The Amendment Study has fully documented the shares of the capital program that will not be funded from development charges. This will be addressed through the annual budget process as projects come forward. 6.0 Meeting with Developers 6.1 Staff and the Municipality's consultant met with the development community on May 22"d to provide an overview of the amendment study, the methodology applied in the development charge calculation and to provide an opportunity for questions to be answered. The meeting was setup over and above the requirements of the Development Charges Act and in addition to the scheduled public meeting for June 2, 2008. REPORT FND-012-08 PAGE 5 7.0 Exemption Where Permits Applied For 7.1 The effective date of change in the quantum is recommended as Juiy 1, 2008. It is recommended that building permit applications that have been submitted to the Chief Building Official on or before June 30 and are complete will not be subject to the new amendment to the By-Law. The increase in the charge is imposed at the time of issue of the building permit and so a specific resolution has been added to this report. Attachments: Attachment "A" -Proposed By-Law Attachment "B" -Development Charges Amendment Study - Executive Summary Interested Parties: Region of Durham Finance Department 60 Bond Street Oshawa, Ontario L1H 8B6 CORPORATION OF THE MUNICIPALITY OF CLARINGTON 40 TEMPERANCE STREET, BOWMANVILLE, ONTARIO L1C 3A6 T (905)623-3379 F {905)623-4169 Attachment "A" THE CORPORATION OF THE MUNICIPALITY OF CLARINGTON BY-LAW N0.2008-XXX Being a by-law to amend Municipality of Clarington Development Charge By-law No. 2005-k08, as amended by By- law No. 2007-195 and By-law 2006-160. WHEREAS Subsection 2(I) of [he Development Chazges Act, S.O. 1997, c.27 (the "Act")provides that the council of a municipality may by by-law impose development charges against land to pay for increased capital costs required because of increased needs for services arising from the development of the area to wMch the by-law applies; AND WHEREAS the Council of The Corporation of the Municipality of Clarington enacted By-law No. 2005-108 - Heing a By-law to impose developmrnt charges against land in The Municipality of Clarington pursuant to the Development Charges Act, 1997 for The Corporation of the Municipality of Claring[on. By-law No 2005-108 was amended by By-law No. 2006-160 and by By-law No. 2007-195; AND WHEREAS Council has before it a Background Study entitled "Development Charges Amendment Study, Municipality of Claringtan" dated May, 2008 (the "Study"); AND WHEREAS Section 19 of the Act provides for the process for an amendment to a developmrnt charge by-law, including the requirement that a public meeting ("Public Meeting's beheld before an amendment is passed; AND WHEREAS Council gave notice to the public of the Public Meetiug and held the Public Mceting pursuant to sections 12 and 19 of the Acton June 2, 2008, prior to which the Study and the proposed amending by-law were made available to Ote public, and Council heard comments and representation from all persons who applied to be heard attd considered Report FND-012-08 dated June 2, 2008 (the "StaH'Report'~; AND WHEREAS staff of the Municipality considered the public cammmts and representations made at the Public Meeting at the meeting of Council held on June 9, 2008 and submitted to Council Addendum Report to Report FND-Olt-O8 dated June 2, 2008; AND WHEREAS at its meeting on June 9, 2008, by Resolution No. C-XXX-08 Council approved the recommendations contained in Repoli FND-012-DS and the Addendum thereto; NO W THEREFORE THE COUNCIL OF THE CORPORATION OF THE MUNICIPALITY OF CLARINGTON ENACTS AS FOLLOWS: 1. THAT By-law No.2005-108, as amended, is further amended by deleting Schedule "l" attached thereto and replacing it with a new Schedule "1" in the form and with the content of Schedule "1"attached to and forming part of this by-law. 2. THAT By-law No.2005-108, as amended, is further amended by deleting Schedule '7" attached thereto and replacing it with a new Schedule `7" in tht form and with the content of Schedule "2" attached to and fomting part of thin by-taw. 3. THAT By-law No.2005-108, as amended, is further amended by deleting Schedule " 3" attached thereto and replacing it with a new Schedule " 3" in the form and with the content of Schedule " 3" attached to and forming part ofthis by-law. 4. THAT By-law No.2005-108,as amended, is further amended by deleting Schedule "4" attached thereto and replacing it with a new Schedule "4" in fhe fotm and with the content of Schedule "4" attached to and fomting part of this by-law. 5. This 6y-law comes into force and is effective on July 1, 2008. By-law read a first and second time this 9'" of June 2008. By-Law read a thins time and finally passed this 9`" of June 2008. Jim Abernethy, Mayor Patti L. Barrie, Municipal Clerk Pagc 2 SCHEDULE "1" RESIDENTIAL DEVELOPMENT CHARGES SCHEDULE "1" TO BY-LAW NO. 2005-108, AS AMENDED AND AS FURTHER AMENDED BY BY-LAW 2008-XXX RESIDENTIAL DEVELOPMENT CHARGES PER UNIT Single and Semi-Detached $15,102 Townhouse, Multiple and Row Units $13,153 Apartments Large $10,377 Small $8,577 SCHEDULE"2" NON-RESIDENTIAL DEVELOPMENT CHARGES SCHEDULE"2" TO BY-LAW NO. 2005-108, AS AMENDED AND AS FURTHER AMENDED BY BY-LAW 2008-XXX PHASING SCHEDULE BY EFFECTIVE DATE NON-RESIDENTIAL DEVELOPMENT CHARGES PER SQUARE METRE OF GROSS FLOOR AREA July 1, 2008 July 1, 2009 July 1, 2010 Non-Residential (excluding Industrial) $52.36 $63.18 $63.18 Industrial $26.98 $31.14 $35.29 SCHEDULE"3" ALLOCATION OF RESIDENTIAL DEVELOPMENT CHARGES SCHEDULE"3" TO BY-LAW NO. 2005-108, AS AMENDED AND AS FURTHER AMENDED BY BY-LAW 2008-XXX ALLOCATION OF RESIDENTIAL DEVELOPMENT CHARGES Allocation General Government 2.57% Library Service 5.89% Fire Protection Services 5.44% Indoor Recreation 32.70% Park Development and Related Facilities 9.50% Operations (Buildings, Equipment and Fleet) 4.43% Parking 0.35% Transit n/a Roads and Related 39.12% Total Development Charge 100% SCHEDULE "4" ALLOCATION OF NON-RESIDENTIAL DEVELOPMENT CHARGES SCHEDULE "4" TO BY-LAW NO. 2005-108, AS AMENDED AND AS FURTHER AMENDED BY BY-LAW 2D08-XXX ALLOCATION OF NON-RESIDENTIAL DEVELOPMENT CHARGES Allocation Non-Residential {excluding Industrial industrial General Government 2.96% 5.30% Library Service n!a n/a Fire Protection Services 6.28°~ 11.25% Indoor Recreation n/a Na Park Development and Related Facilities n/a Na Operations (Buildings, Equipment and Fleet) 5.11% 9.15% Parking 0.40% 0.71% Transit n/a n!a Roads and Related 85.25% 73.59% Total Development Charge 10D% iD0°k Attachment "S" DEVELOPMENT CHARGES AMENDMENT STUDY Municipality of Clarington HEMSONConsulting Ltd May 2008 EXECUTIVE SUMMARY Hemson Consulting Ltd. was retained by the Municipality of Clarington to complete a Development Charges Amendment Study. This Amendment Study provides the basis and background [o update the Municipality's development charges to accurately reflect the servicing needs and fully recover the increasing costs related to servicing growth in Clarington. A. BACKGROUND AND INTRODUCTION • In February 2008, a Study of the Fiscal Impact Analysis of New Development in Clarington was completed. The Study examined the effects of allowing several large scale residential proposals [o proceed earlier than was anticipated under the Municipality's 2005 Development Charges Background Study. • The results of the Fiscal Impact Analysis show that the Municipality's current development charge rates do not adequately fund the growth-related costs eligible for recovery through development charges. The most significant funding shortages are with respect to the provision of roads and related infrastructure. • A key recommendation of the Fiscal Impact Analysis was that current development charge rates be reviewed immediately and that new rates be established to more fully recover the cost of servicing growth in the Municipality. Following this recommendation, this 2008 Development Charges Amendment Study was initiated in February 2008. • The Amendment Study provides the basis for amending Clarington's current development charges by-law, By-law No. 2005-108, as permitted under section 19 of the Development Charges Act (DCA). • The focus of the Amendment Study is limited to adjusting the development charge rates to reflect the increased cost of servicing growth in Clarington. HEMSON • The growth forecast for the Amendment Study is consistent with the growth forecast of the 2005 Development Charges Background Study and has been adjusted to account for growth that has occurred since the completion of that Study and data released from the 2006 Census. • The end date of the planning periods in the Amendment Study remains consistent with the 2005 Development Charges Background Study. The proposed planning periods for this Amendment Study are aseven-year period from 1008 to 2014 for the general services and 2008 to 2031 for the engineered services. Historic service levels are based on the ten-year historical period from 1998 to 2007. • This study calculates new development charges for the Municipality of Clarington in compliance with the provisions of the DCA. • The Municipality needs to continue implementing development chazges to fund capital projects related to growth throughout Clarington so that development continues to be serviced in a fiscally responsible manner. The calculated changes to the development charges rates are required in order to reflect the revised costs associated with the infrastructure requirements. • This report identifies the growth-related net capital costs which are attributable to development that is forecast to occur in the Municipality. These costs are apportioned to types of development (residential, non- residential) in a manner that reflects the increase in the need for each service attributable to each type of development. This report therefore presents developmenr charges for each type of development. B. ELIGI8LE SERVICES ARE INCLUDED IN THE ANALYSIS • The following Municipal services have been included in the development charges analysis: ^ Public Librazy ^ Emergency Services • Indoor Recreation HEMSON • Engineering -Park Development and Facilities • Operations ^ Parking • General Government ^ Roads and Related (including storm drainage, sidewalks, street lights, streetscapes, intersection and level crossings, etc.) C. THE MUNICIPALITY HAS AN EXTENSIVE GROWTH-RELATED CAPITAL PROGRAM FOR THE PROVISION OF ELIGIBLE SERVICES General Services 2008 - 2014 • Municipal staff, in collaboration with Hemson Consulting, has developed a growth-related capital program setting out projects that are required to service the anticipated growth. The growth-related capital programs are based on a seven-year planning period of 2008 to 2014. • The gross cost of the Municipality's growth-related capital program for general services amounts to $93.3 million and provides for a wide range of infrastructure expansions. A government grant of $2.2 million for the public library has been identified, and thus the net cost of the growth-related capital program is $91.1 million. Of the $91.1 million, approximately $62.2 million has been identified as eligible for recovery through development charges over the 2008 - 2014 planning period. HEMSON IV • The following is a summary of the growth-related capital program for the general services: Service Ca ital Forecast ~ Gross 3ullaldles/ Cast Raeovarlss Sooo sooD Nat Cast sgoo DC Recovanbb 2006.2014 saoo 1.00 TOTAL • PUBLIC LIBRARY 510,485.0 52,244A 58,220.8 $5,331.3 1.1 Buildings, Lantl 8 Furnishings $9,865.0 $2,244.4 $7,620.6 1.2 Material Acquisitions $600.D $0.0 $600.0 2.00 TOTAL-EMERGENCY SERVICES 511,872.0 50.0 511,872.0 57,076.9 2.1 Buildings, Land 8 Furnishings $10,280.0 $0.0 $10,260.0 z.z venidea a1,5oD.o so.o st5oo.a 2.3 Firefighter Equipment 5112.0 $D.0 5112.0 3.00 TOTAL •INDOOR RECREATION 541,089.0 ;0.0 $41,069.0 530,388.9 3.1 Buildings, Land, Fumishings 8 Equipment $41,069.0 $0.0 $41,069.0 4.OD TOTAL • ENGINEERING -PARK DEVELOPMENT AND FACILiI'lES ;17,090.0 50.0 517,090.0 ;9,927.1 4.1 Park Development, Facilities 8 Equipment $17,090.D $0.0 $17,090.0 5.00 TOTAL -OPERATIONS 56,619.4 50.0 58,619.4 ;5,774.0 5.1 Buildings. Land 8 Equipment $5,179.5 50.0 $5,179.5 5.2 MuniGpal Fteet 53,438.9 50.0 $3,439.9 6.00 70TA1. • PARKING 5818.1 50.0 5518.1 5432.9 6.1 New Parking Spaces $518.1 $D.0 $518.1 7.00 TOTAL-GENERAL GOVERNMENT 53,680.0 ;0.0 53.680.0 53,312.0 7.1 Gmwth Studies 53,680.0 50.0 $3,860.0 TOTAL-7 YEAR GENERAL SERVICES 593,313.5 52,244A 591,089.1 582,243.2 • Details regazding the capital programs for each of the general services aze provided in Appendix B of this report. HEMSON V Engineered Services 2008 - 2031 • The growth-related capital program for roads and related services is based on a build-out planning period of 2008 to 2031. • 1"he Municipality's growth-related capital program for roads and related services amounts to a gross cost of $153.1 million and provides for roads construction, storm drainage, sidewalk, street lights, streetscapes and other related works. No government grants have been identified, and thus the net cost of the growth-related capital program remains at $153.1 million. Of the $153.1 million, approximately $133.6 million has been identified as eligible for rewvery through development charges. • The following is a summary of the growth-related capital program for the roads and related services: Ca ital Forecast DC Gross Subsidies! Net Rewverebls Service Cost Recoveries Cost 2006-2014 5000 $000 $000 5000 1.00 TOTAL -ROADS AND RELATED 5153,058.4 50.0 5153,0584 8'133,593.0 1,1 Roads 3 Related Proiecta $150,961.8 $0.0 $150.961.8 1.2 Ottier Road Related Prgeds $2,096.6 $0.0 $2,096.6 TOTAL • ENGINEERED SERVICES 5153,058.4 50.0 5153,058.4 $133 593.0 • Details regarding the capital programs for the roads and related services aze provided in Appendix C of this report. HEMSON VI D. DEVELOPMENT CHARGES RATES CALCULATED WITH FULL REFERENCE TO THE DCA • Development charges rates have been established under the parameters and limitations of the DCA. This study provides the rationale and basis for the calculated rates. • A Municipality-wide uniform cost approach is used to calculate development charges for the eligible services. This results in uniform residential and non- residential charges throughout the Municipality. • The calculated chazges are the maximum charges the Municipality may adopt. Lower charges can be approved; however this will require a reduction in the capital plan and reduced service levels or financing from other sources, most likely through property tax increases. • It should be noted that the capital programs put forward for Operations and Parking have not fully utilized the maximum allowable funding envelope. • The fully calculated residential chazges aze recommended to vary by unit type, reflecting the difference in occupancy patterns expected in various unit types and the associated differences in demand that would be placed on Municipal services. • The fully calculated non-residential charges are recommended to be applied on a Municipal-wide basis. This study has differentiated anon-residential charge for the roads and related component, remaining consistent with the currently imposed non-residential charges. The charge is differentiated between industrial and all other non-residential land uses (commercial, institutional). HEMSON vii • Based on the Municipality of Clarington's growth forecast and growth-related capital programs, new residential development charges rates have been calculated. The following is a summary of the calculated residential development charges by unit type: Calculated Char e Char e6 Unit e 1 g SERVICE Alter Rows 3 Cashflow SingleaS Other Larga Small Per Ca ita ~ Semis Multi les artments A artmanfa PUBLIC LIBRARY §287 $890 $775 $611 $387 EMERGENCY SERVICES $Z65 $822 $716 $564 $358 INDOOR RECREATION $1,593 $4,938 $4,301 $3,393 $2,151 ENGINEERING-PARK $463 $1,435 $1,250 $986 $625 DEYELOPMENTAND FACILITIES OPERATIONS $216 $670 $683 $460 $292 PARKING §17 $53 $46 $36 $23 GENERAL GOVERNMENT $125 $388 $338 $266 $169 SUB-TOTAL GENERAL 52,966 $9,195 $8,008 $8,318 $4,004 SERVICES MUNICIPALITY-WIDE $1,906 $5,908 §5,145 $4 059 $2 573 ENGINEERING SERVICES , , SUB-TOTAL ENGINEERING $1,906 $5,908 $5,145 $4,059 §2,573 SERVICES TOTAL RESIDENTIAL $4,872 $15,102 §13,153 §10,377 $8,577 CHARGE PER UNIT (1) Based on Persona Par Unit O(; 3.1 D 2.70 2.73 1.35 HEMSON viii • Based on the ivlunicipality of Clarington's growth forecast and growth-related capital programs, new non-residential development charges rates have been calculated. The fallowing is a summary of the calculated non-residential development charges:. Commercial 8 I nd ualrial Institutional SERVICE Affar Cashflow After CaahBow Par Square Metre Par Square Metre PUBLIC LIBRARY $0.00 $0.00 EMERGENCY SERVICES $3.97 $3.97 INDOOR RECREATION $0.00 $0.00 ENGINEERING -PARK DEVELOPMENT AND FACILITIES $0.00 $0.00 OPERATIONS $3.23 $3.23 PARKING $0.25 $0.25 GENERAL GOVERNMENT $1.67 $1.67 SUH-TOTAL GENERAL SERVICES $9.32 $9.32 MUNICIPALITY-WIDE ENGINEERING SERVICES $53.86 $25.97 SUB-TOTAL ENGINEERING SERVICES $53.66 $25.97 TOTAL NON-RESIDENTU\L CHARGE PER SO.M 563.'16 $3529 HEMSON ix E. NEWLY CALCULATED RATES ARE 50% HIGHER THAN CURRENT RATES • The fully calculated Municipality-wide residential charge fora single~semi- detached unit, $15,102, represents an increase of 52% over the Municipality's current charge, $9,961. • The $63.18 per square metre of gross floor area represents a 52% increase over the Municipality's current non-residential commercial and institutional charge of $41.54 per square metre. The newly calculated non-residential industrial charge is $35.29 per square metre, which is a 55% increase over the current charge of $22.82 per square metre of gross floor azea. • The scale of these increases is consistent with the experience of many municipalities in Southern Ontario as the development charge inflation index has outpaced inflation and resulted in rapid increases in construction costs. • The calculated development chazges rates are increasing in the Municipality of Clarington largely as a result of significant increases in the costs of constructing municipal infrasttucture. F. THIS AMENDMENT IS NOT PROPOSING ANY CHANGES TO DEVELOPMENT CHARGE POLICIES AND PRACTICES • The scope of this amendment is limited to a review of the cost of servicing growth in Clarington. • The proposed amending by-law does not alter any of the terms of the by-law and all existing rules, exemptions and other provisions will remain unchanged. • The expiry date of the by-law, June 30, 2010, is not altered by the proposed amendment, HEMSON ~: ~ ~; #Gn #~ 1 ®in' WILMOT CREEK 27 May 2008 Via Mail & Fax: 905-623-4169 Ms. Nancy Taylor Director of Finance THE MUNICH'ALITY OF CLARINGTON 40 Temperance Street Bowmanville, Ontario L1C 3A6 Re: Development Charges Dear Nancy: Total # of Pages: (1 ) First, we would like to thank you for including us in the Developers' Workshop for the development charges. Our comment is related to a matter that was brought up at the meeting by another builder. We presently have 12-14 sales that we are committed to and these sales had anticipated a cost reflecting the existing development charge. If possible, we would like agreements entered into prior to July 1, 2008 or even June 1, 2008 to be `'grand-fathered" and be required to pay the existing development charge. As a fallback position, if building permits have been applied for prior to July 1, 2008, then the development charge at the time of application be applied and not the new rate. We recognize the difficulty that the Municipality faces in providing the services for new residents and paying for those services. We are, however, faced with a similar problem in that we are being asked to bear a cost on homes that we have already entered into an agreement with the purchasers on. We would appreciate the Municipality's undertaking and co-operation in this regard. Yours truly, RIDGE PINE PARK INC. _, ~ David W. Rice DWR:fc/F,wnmo~„M~~a~mg~o~~g°~[ieelhouse Drive, Unit 1, Newcastle, Ontario L1B 1B9 Toronto Direct (416) 369-0000 Administration (905) 697-5805 Sales (905) 697-5806 Fax (905) 097-2501 ATTACHMENT "C" ~4L~l~~ JuN o z zoos ~J MONICIPA~ITY OF CLARING70N fINgNCE www.anewbe~inning.ca 05-30-'08 13;09 FROM-PAN Group/Halloway May 29, 2008 Mayor7im Abernathy Members of Clarington Councii 40 Temperance Street Clarington, Ontario L1C 3A6 905-579- ATTACHMENT"D" IiUIT,DII~IG COR YOtJ S1A'CE 1922 Re: CCartnglon Commereirtt Development Clberge-Increase of SZ% I respectfully request you reconsider this extraordinary jump in the non-residential charge. In our negotiations with prospective tenants we had expected the usual 6-~% construction cost index increase for January T", 2009 not ten. times that much. Our current and future commercial tenants simply cannot afford [o pay these proposed fee increases, because their business is slowing down. Your timing could not be worse in this current economic cycle. Currently four of our five Shopping Centres across Durham Region have empty units for rent, with a combined square footage in excess of 36,600 sq. ft, vacant. Townline and Claringtoa Centre account for over 25,000 sq. ft. of this total. The amounts of revenue Clarington will receive, may at first be close to your expectations. Tlowever, after the cumnt deals are fiaali2ed, T can only mothbalt future developments. Commercial tertts are on a rapid decline because of so much retail being built in Durham Region and because business in Ontario is slacking off generally. I respectfully request Claiington Council consider as increase of 15% as of July 1`~ and quarterly thereafter of 12% for the next year (as a phase-in). 1 firmly believe increases in mane,geabie proportions will earn Clarington more than huge increases at one fell swoop which will curtail retail business. Yours true ly~~~ ~~ Robert Tfiatm President RFl:kd _.___....._.---q •----rx---_.-...__..__ ----~_. .__._._.._ 17/Non uon Road, 20 Moor. Oshawa, Ontario t.1G 3S2 7e1: 905.579-161.6 Fax:905-579.947?. E-rnaif: velianlprpporlyy~rat8rs.rAm Durham Region ATTACHMENT "E" Home Builders' Association May 30, 2008 King Street Postal Outlet P.O. Box 26064 206 King Street East, Oshawa, Ontario L1 H 1 CO Tel. (905) 579-8080 Fax (905) 579-8080 Mayor Jim Abernathy Members of Clarington Council Municipality of Clarington 40 Temperance Street Bowmanville, Ontario LIC 3A6 Re: Proposed Development Charge By-Law 2008 -July Is` The Durham Region Home Builders Association is continuing its review and analysis of the proposed development charges by-law. While we cannot provide comment specifically on the quantum adjustments at this time, we can offer the following for consideration by the General Purpose and Administration Committee. DRHBA suggests that Staff and Council consider implementing aPhase-In option for 50% of the proposed increase ($2,570) effective July 1S`. The remaining 50% be implemented Jan 1st, 2009. This would coincide with the annual indexing as specified in your current D.C. By-Law. In addition, DRHBA is recommending Staff and Council consider implementing a Transition provision as follows. All complete Building permit applications,. corresponding fees and documentation meeting the submission requirements set by the Chief Building Official, that are dated and received prior to July 1St and that are processed on or before August IS`, be subject to the Development Charge rates in effect at that time. Finally, DRHB supports and recommends a graduated phase-in of the Non-Residential increase of $21.64 per sq. m or (+52%). Increases of this magnitude without aphase-in would cause a considerable drop in retail business. We appreciate the open dialogue and information exchange with staff to date and look forward to additional discussions prior to By-Law implementation. Sincerely, Wayne Clarke Chair of Legislative Affairs Committee DRHBA www.drhba.com /~C ffacstC /eClolL ATTACHMENT "F" IBI CROUP June 2, 2008 Ms. Nancy Taylor Director of Finance(Treasurer The Municipality of Clarington 40 Temperance Street Bowmanville, Ontario L1C 3A6 Dear Ms. Taylor: Proposed 2008 Clarington DC Sy-law Amendment I was asked by Council to put in writing my comments at the June 2, 2008 public meeting. IBI Group represents Smooth Run Developments and Brookfield Homes (Ontario) Limited with respect to their North Village project in Newcastle. As noted, some of these issues were raised at the DC workshop and the others are new points that we discovered subsequent to the workshop. Clarington should utilize for the calculation of the charge (cash flow adjustment) a financing rate for any negative balances based on its current cost of borrowing which we believe is closer to 5°/a to 5.5% rather than the 6.5% used in the background study. 2. As indicated on the attached table, with respect to the historical level of service for roads, there is signifcant cost increases when comparing the 2008 DC Background Study to the 2005 Background Study. While we acknowledge that costs have increased since 2005, some of these cost increases seem to be particularly high and we would ask for clarification on the cost increases for the roads. As we noted, it may be that the cost increase for the 5 lane urban arterial may have been a typo in the 2005 study but perhaps you could clarify this. As we indicated at the presentation to Council, while the calculated maximum allowable for roads is greater than the proposed road program, these costs may then have used to generate the road program. This should be reviewed in terms of the road capital program included in the Background Study. 3. As we noted at the workshop, the new historical level for the Courtice arena is now $300/sq. ft. which would place the total cost of the arena at over $23 million (77,000 sq. ft. x $300 per sq ft.) plus the cost of land, furnishing and equipment which is more than 2x what appears to be the original cost of the arena ($10.1 million) as shown on Page 72 of the background study. You suggested at the workshop this may be because the total cost of the arena is not as indicated. Perhaps you could clarify this and provide some supporting documentation for the cost of the Courtice arena. 4. As we pointed out, Hemson seems to have changed their approach from 2005 study and is now using the gross population in new units for the 7 year period (22,269 population) whereas in the 2005 study and in previous background studies provided by Hemson they have always used net population growth to calculate the maximum allowable amount. As we indicated this has a 230 Richmond Street West, 5th Floor, Toronto, Ontario, Canada MSV 7V6 (416) 596-1930, FAX (416) 596-0644 IBI is a group of companies providing professional services and is affiliated with IBI Group Architects. Nla. Nancy Taylor -2 - June 2, 2008 signifcant impact particularly for the soft services. We would appreciate an explanation as to why this is done and the justification for this new approach which would seem to disregard capacity freed up by decreasing population in existing units. 5. From our reading both the 2005 or 2008 background study, excess capacity does not appear to have been taken into account (where the latest year inventory is above the 10 year historical level), Hemson has typically subtracted that excess amount as a excess capacity adjustment. Because this does not appear to be the case in either the 2005 and 2008 study, some rationale for this approach would be appreciated. 6. Finally, we note that for that the cashflow adjustment, the population in new units in the case of indoor recreation and public libraries seems to be adjusted downward by 10%. We are not sure why this was done as it serves to impact the required cashflow adjustment upward. Please provide an explanation as to why this was done. We will suggest as a result of some or all of the above comments the DC quantum should be adjusted downward. We do very much appreciate the cooperation shown by you, the rest of Clarington staff and your consultants. Yours truly, IBI GROUP J lC~"'~~ Randy M. Grimes Director RMG/dd attch. cc: Patti Barrie, Clerk Peter Schut Bruce Fischer Cynthia Bird Thomas Albani Reg Webster Bryce Jordan Roslyn Houser Rob Howe Craig Binning Kelvin Whalen Paula Tenuta Ja10W9t22 Correo-ExlemallPTUaylor-Garington200B-W-02.tloc@OO&08-031DD Lanes 2 2 2 3 4 2 3 4 5 Table A Municipality of Clarington Comparison of Road Costs ROADS Value er Km Change In 2005 DC In 2008 DC Rural Collector $56Q,000 $67Q,000 20% Semi-Urban Collector $880,000 $1,730,000 97% Urban Collector $1,190,000 $2,500,000 110% Urban Collector $1,380,OD0 $2,660,000 93% Urban Collector $1,560,000 $2,89Q,ODD 85% Semi-Urban Arterial $1,130,000 $1,340,000 l9% Urban Arterial $I,SOQ000 $2,800,000 87% Urban Arterial $1,690,000 $3,030,000 79% Urban Arterial $560,000 $3,450,000 516% PCSn newcastle_comparison_20D7-OS-29 I V I GROUP Page 1 6/3/2008 JUN-84-08 11:52At7 FROtI-KAITLIN GROUP ATTACHMENT"G" 7Fe ~titCtn Group Ltd. - - - - 1029 McNicoll Avrnme Scerbor°ugh,0etari° M1W3W6 Tcleppona (416) 4957050 Fax (41 t7 495.8620 June 3, 2008 hepllwww.keidingroup.c°m e-mail: info®kaiuiagroup.com Mayor James Abernethy ~~~~j j~~~ The Municipality of Clarington ~~,11 40 Temperance Street Bowmanville, Ontario ~ JUN O 4 2008 L1C 3A6 MUNICI?AiITY OF CIARINGTON Dear Mayor Abemethy FINANCE Re: Staff ReportFND-012-OS Proposed Development Charges By-Law Further to my presentation at the public meeting for the proposed amendment to tho Municipality's Development Charges by-law, I offer the following comments for Council's consideration; The background report, prepared by J3emson Consulting, and released May 12, 2008 indicates a potential maximum charge increase of approximately 52°/a from the current rates for various residential housing forms. These current rates were originally established when the current by-law was enacted in July 2005. Staft'report FND-012-08 suggests that the new rates, wide their full increase, would came into effect for any building permits issued after July 1, 2008. The magnitude of this increase, coming only partway through the lifetime of the current by-law, coupled with similar increases being concurrently introduced at the Regional level, cause great concern to ourselves and other builders in the Municipaliiy. Clarington's principal atu~action to new home buyers, in addition to its quality of life, stems from the relative affordability and choice of housing accommodation. In this regard, there is greater sensitivity to price increases in Clarington than hr many other municipalities shunted in closer proximity to Toronto. In other words, the effect of price increases on housing demand tends to be more acute in Clariagton than most other GTA municipalities. - Purthermaro, in consideration of other regional factors including employment uncertainties and increased energy and fuel costs, the Municipality should exercise extreme caution in consideration of any aetioas that could contribute fur[her dis- incentives to the health and affordability of its housing stock. Applying the full value of the charge immediately, presents an unfair and unreasonable hardship upon local builders who have already entered into binding Purchase and Sale agreements, but who may not be in a position to obtain their building permit by July 1, 2008. The nature of the business is such that financial institutioas often require pre-sale levels to be achieved, prior to project funding being made available. This means that a builder often needs to stet marketing wall in advance of building permit issuance. ../2 UUN-04-03 11:53AL1 FROM-KAITLIN GROUP _2. i-056 P.003/003 F-167 - Onco entered into, those purchase and sale agreements fix the final retail price -the increased development charges are not assignable to the purchaser -nor should they be. In fairness, and particulazly since the Municipality has chosen to amend their by-law well before its current term should have ended, it behooves Council to entertain aphase-in of the charge to allow the increases to gradually absorb into the market pricing. Jn consideration of the above, it is our suhraission that Council should consider aphase- in of the new cha[ge as follows; 0 1/3 of the increase effective July 1, 2008 o a further 1/3 of the increase effective January 1, 2009 and o the final 1/3 of the increase effective July 1, 2009. - A further benefit of this approach is that should subsequent review and analysis of the background study, as has been suggested by other parties ,result in the need to refine the charge quantum, such adjustments could be made coincident with the milestone dates shove, I appreciate the opportunity to offer these comments to Council and would be pleased to discuss thetn further, or elaborate on the rationale applied, if so requested. I trust that upon reflection of these points, that Council will recognize the important role of the housing industry and the economic impact that it has within the Municipality. Yours very truly' Kelvin Whalen, P. Eng„ Vice-President, Land Development Cc: Councillor Foster Councillor Hooper Councillor Novak Councillor Robinson Councillor Trim Councillor Woo / Ms. Nancy Taylor/ IIILD Ontario