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HomeMy WebLinkAbout2023-04-28Clarftwn Electronic Council Communications Information Package Date: April 28, 2023 Time: 12:00 PM Location: ECCIP is an information package and not a meeting. Description: An ECCIP is an electronic package containing correspondence received by Staff for Council's information. This is not a meeting of Council or Committee. Alternate Format: If this information is required in an alternate format, please contact the Accessibility Coordinator, at 905-623-3379 ext. 2131. Members of Council: In accordance with the Procedural By-law, please advise the Municipal Clerk at clerks@clarington.net, if you would like to include one of these items on the next regular agenda of the appropriate Standing Committee, along with the proposed resolution for disposition of the matter. Items will be added to the agenda if the Municipal Clerk is advised by Wednesday at noon the week prior to the appropriate meeting, otherwise the item will be included on the agenda for the next regularly scheduled meeting of the applicable Committee. Members of the Public: can speak to an ECCIP item as a delegation. If you would like to be a delegation at a meeting, please visit the Clarington website. April 28, 2023 Electronic Council Communications Information Package (ECCIP) Pages 1. Region of Durham Correspondence 1.1 Invest Durham Annual Report 2022 - April 21, 2023 3 1.2 Proposed Durham Greener Buildings Program (2023-COW-16) - April 26, 18 2023 1.3 Recognizing Intimate Partner Violence Epidemic - April 27, 2023 89 2. Durham Municipalities Correspondence 3. Other Municipalities Correspondence 3.1 Township of Archipelago - Road Management Action on Invasive 92 Phragmites - April 21, 2023 3.2 Federation of Northern Municipalities - Bail Reform - April 23, 2023 95 3.3 Region of Waterloo, Protecting the privacy of candidates and donors - 96 April 24, 2023 3.4 Township of Puslinch - Road Side Litter on Highway 401 - April 26, 2023 98 4. Provincial / Federal Government and their Agency Correspondence 4.1 Environment and Climate Change Canada Recovery Planning Document 99 on the Species at Risk Public Registry - April 25, 2023 5. Miscellaneous Correspondence 5.1 Minutes of the Orono BIA dated April 17, 2023 101 5.2 Minutes of the Tyrone Community Centre Board dated April 19, 2023 103 5.3 Minutes of the Ganaraska Region Conservation Authority dated April 20, 105 2023 5.4 Kawartha Conservation Authority 2023 Draft Budget - April 24, 2023 138 Page 2 If this information is required in an accessible format, please contact 1-800-372-1102 ext. 2564 The Regional Municipality of Durham Information Report From: Commissioner of Planning and Economic Development Report: #2023-INFO-30 Date: April 21, 2023 Subject: Invest Durham Annual Report 2022 Recommendation: Receive for information Report: 1. Purpose 1.1 The purpose of this report is to provide Council with a brief overview of the Region's Economic Development and Tourism Division's 2022 activities and programs. Included as Attachment #1 is The Invest Durham Annual Report 2022. 2. Background 2.1 The Economic Development and Tourism Division (Invest Durham) provides updates on its activities and programming to the Planning and Economic Development Committee regularly. The Annual Report is a high-level summary in addition to these regular, more detailed updates. 2.2 The Annual Report summarizes activities undertaken by the various sections of the Division which include Business Development and Investment, Agri -Food and Rural Economic Development, Marketing and Cluster Development, and Tourism. Page 3 Paae 2 of 3 2.3 In addition, the Annual Report provides an economic snapshot, and contains spotlights on entrepreneurship and innovation initiatives, sector development initiatives, highlights from special programs and activities, as well as awards and recognized achievements. 3. Previous Reports and Decisions 3.1 A Year -in -Review report from the Economic Development and Tourism Division is provided annually. 4. Relationship to Strategic Plan 4.1 This report aligns with/addresses the following strategic goals and priorities in the Durham Region Strategic Plan: a. Goal 2: Community Vitality. • 2.5: Build a healthy, inclusive, age -friendly community where everyone feels a sense of belonging. b. Goal 3: Economic Prosperity. • 3.1: Position Durham Region as the location of choice for business • 3.2: Leverage Durham's prime geography, social infrastructure, and strong partnerships to foster economic growth • 3.3: Enhance communication and transportation networks to better connect people and move goods more effectively • 3.4: Capitalize on Durham's strengths in key economic sectors to attract high -quality jobs • 3.5: Provide a supportive environment for agriculture and agri-food industries. C. Goal 5: Service Excellence. • 5.3: Demonstrate commitment to continuous quality improvement and communicating results. 5. Conclusion 5.1 The Invest Durham Annual Report will continue to be produced on an annual basis. 5.2 This report will be delivered to Durham Region area municipalities. Page 4 6. Attachments Attachment #1: Invest Durham Annual Report 2022 Respectfully submitted, Original signed by Brian Bridgeman, MCIP, RPP Commissioner of Planning and Economic Development Paae 3 of 3 Page 5 nib Invest • Durham Economic Developmen and Tourism Annual Rel Mlm%� ;;i a' 2022 was a year of booming growth in Durham, as the global economy began to emerge from the effects of the pandemic. Invest Durham had an exciting year, as we supported and celebrated several innovative projects and major investments. The new Durham College Barrett Centre for Sustainable Urban Agriculture found a great temporary home on Regionally owned lands. Ontario Power Generation broke ground on what will be North America's first small modular reactor. We celebrated as the ribbon was cut at Kubota's new Canadian headquarters. With a return to in -person events, we welcomed prospective investors from international markets to experience why Durham is in -demand. Invest Durham's business development team grew; adding some necessary bench strength to service inbound investment inquiries. This ensured Durham is positioned to land advanced automotive and clean energy investments in the near term, leveraging our talented workforce. We nurtured culinary industry change -makers at Feast on the Farm, and welcomed visitors back at Gates Open. These events brought thousands to get a taste of place and understand how farm reaches fork in Durham. At the Invest Durham pavilion at the Collision Conference —the world's premier gathering of tech companies —an abundant farm market stand showcased that Durham is a delicious place to grow your tech businesses — appealing to start ups with our vibrant and desirable lifestyle. Anticipation has built through the year as we prepared our new five-year strategy to grow the Region's economy. It sets out four bold economic aspirations 30 years in the future for the Region's people, vibrant places, accelerating sectors, and creative identity. Ready Set Future: A PLACE Blueprint for Durham was approved in December 2022. Now, it's off to the races. Simon Gill Director, Economic Development and Tourism Page 7 a' Economic Snapshot Booming Growth • Average commercial and industrial building activity of more than $900M annually over the past three years. • Durham Region's population is expected to grow to 1,300,000 by 2051. In Demand • Oshawa census metropolitan area (Bowmanville to Whitby) is the third fastest growing population in the country (2021 Census Data). • Average industrial and commercial rental rates in the east Greater Toronto Area have increased 49 per cent year -over -year, and 144 per cent in the past five years. Talented • Durham Region post -secondary student population continues to grow, reaching more than 30,000 students annually. • Durham College, Ontario Tech University and Trent University Durham GTA rank among Canada's Top 50 Research Colleges and Universities. Innovating the Future • Ontario Power Generation announces partnership with GE Hitachi Nuclear Energy, SNC-Lavalin, and Aecon to construct North America's first Small Modular Reactor (SMR) at the Darlington New Nuclear Project site. • Project Arrow, the first all -Canadian zero -emission connected concept vehicle is engineered, built, and tested at at Ontario Tech University. am; 3 a' Business Investment Highlights The following non -exhaustive list details some key new businesses, strategic investments and retained/expanded businesses in Durham Region in 2022. Please note that this list does not include any retail or franchise opportunities and may include opportunities that our team did not directly support. Excelencia Consulting locates Canadian office in 1855 Accelerator, Whitby. Key2Enable has become a member of 1855 Technology Accelerator and is working on arranging resources for its entry in the Canadian market. Vegan Delights — Commercial Kitchen and Bistro launched its commercial kitchen in Whitby. CloudTax locates corporate office in 1855 Accelerator, Whitby. Durham Region welcomes investments from FGF Brands and Hi Tech Bay to Pickering Innovation Corridor. Broccolini continues construction of 685,000 square foot facility at Garrard Road in Whitby. Atlantic Packaging expands its existing facility to add paper manufacturing. Agile Manufacturing expands to Township of Brock. TriBro Studios opens Sandy Beach Studios, a 165,000 square foot creative space with three sound stages in City of Pickering. Durham College's new Barrett Centre of Innovation in Sustainable Urban Agriculture, an urban farm on Regional land in Ajax broke ground. Kubota celebrates grand opening of Canadian corporate headquarters in Pickering Innovation Corridor. Swegon North America opens new facility and Canadian HQ in Town of Ajax. Lastman's Bad Boy announce new corporate HQ and distribution centre in the Pickering Innovation Corridor. General Motor's Oshawa Assembly adds third shift, bringing jobs total to 2600 since reopening. Ontario Power Generation continues its decade -long collaboration with Durham College and Ontario Tech University through a new $5-million investment. Ontario Tech University's ACE Climatic Wind Tunnel opens enhanced space with Moving Ground Plane. Federal government and Hamilton Oshawa Port Authority announce nearly $30 million dollar investment into upgrading and extending the Port of Oshawa. Page 9 4 a' Business Development and Investment Attraction 0 Responded to 157 Business Investment Inquiries — 28% Increase over previous year Directly landed three investments: Keys2Enable, Vegan Delights and Excelencia Consulting 10 national and 8 industry events, 9 inbound international investment conferences, and delegations and attraction missions trade shows site tours In 2022, Invest Durham substantially advanced Regional relationships with important partner organizations for investment attraction, particularly with senior government investment attraction agencies both domestically and internationally. These senior agencies, or senior government staff of foreign governments, are critical to successfully attracting investment. Strong relationships result in an awareness of Durham's brand, reputation, and value proposition for investment, and prospective investments are referred to Durham through these agencies. Entrepreneurship and Innovation Invest Durham supported a wide range of innovation and entrepreneurship organizations and initiatives, including: • Spark Centre • Synergy Pioneer Program • 1855 Accelerator • Business Advisory Centre of Durham (BACD) • Durham Entrepreneurship Ecosystem • OPEN.innovate Creative Arts Incubator of Durham Region • Digital Main Street • SiberXChange and SiberX Canadian Women in Cybersecurity • Collision Conference • Ontario Shores' Mental Health Innovation Incubator • Durham Region International Film Festival Emerging Filmmaker Incubator • The Durham Regional Technology Development Site, a part of the Ontario Vehicle Innovation Network (OVIN), a provincial network of advanced mobility support organizations. The local partnership Includes the Spark Centre, Ontario Tech University, Durham College and Durham Region/Invest Durham Page 10 5 a' Marketing Promoting Durham Region for new investment and job creation. Invest Durham Marketing Initiatives Teamed up with Durham's local innovation community —including the eight local municipal economic development teams; three post -secondary institutions; as well as 1855 Accelerator; and Spark Centre —to showcase Durham Region's exciting development potential to businesses and investors at Collision Conference, resulting in more than 1000 connections. Supported 2 Access 10 events to foster entrepreneursl and promote innovative technological solutions in the community. (9 145% increase on Average Time spent on InvestDurham.ca between 2020 and 2022 • 1387 subscribers following the launch of a Weekly Careers Round Up Linkedin Newsletter • 1,241,551 impressions of four -article series in Financial Post about Durham Region's value proposition for investment. Page 11 0 a' Tourism With promotions to bring tourists to Durham limited by the pandemic, Durham Tourism focused significant effort on supporting local tourism businesses and operators as many experienced the most severe impacts to their business due to restrictions. Initiatives included: • Shop Where You Live, Shop in Durham campaign —a joint effort with Durham's Chambers of Commerce and Boards of Trade achieved a 61% year over year growth of the campaign landing page. • Downtowns of Durham project —the website grew to reach over 62,000 page views in 2022, an increase of 7% over 2021. Other key initiatives include: 7 Search For o b�sirtess Durham Region's downtowns represent our heritage and our spirit. 71�1-�r, 'oul Support main street businesses uenur • The creation of a Township of Brock tourism website; partnership with North Durham events such as Winding Roads Festival, Mural Marathon, and the Uxbridge Holiday Trail. • Celebrated the arts, culture and creative industries through partnerships with events such as Small Town Big, The OMA's, Springtide Music Festival, The Troubadour Series and Culture Days. • Supported the establishment of the inaugural Oshawa Orientation Experience event in partnership with the Greater Oshawa Chamber of Commerce, City of Oshawa, Durham College, Ontario Tech University, Trent University, Downtown Oshawa Business Alliance, Central Counties Tourism and the province of Ontario. • Welcomed 150 guests to Feast on the Farm —an event supporting industry changemakers who are championing regenerative farming and sustainable practices —in partnership with the Culinary Tourism Alliance. Page 12 a' Twitter 8,394 followers 131,000 impressions Engagement rate 2.4% Tourism Initiative Tourism Instagram 9,363 followers 835,000 impressions Engagement rate 4.1% GTE OPEN FIND YOUR FLAVOUR Durham Tourism and Durham Farm Fresh co -hosted Gates Open: Find Your Flavour in October 2022. Gates Open is an annual celebration for Durham Farm Fresh members to "open their farm gates" and offer free, educational and experiential activities. Gates Open provides a platform for farms that are not typically open for visitors to participate in an on -farm diversified use. The 2022 event showcased 10 farms in Durham's vibrant agriculture sector to 2,500+ visitors. The event received funding support from the Reconnect Ontario granting program. Facebook 6,571 followers 290,000 reach Increase +1% .durhamtourism • Follow Scott D,gdale • 3ack Roads R-blin durhamtourism We had another great Jay dL+♦Gate,Opeu in #Uurhan ion Gates Open is a free, annual celebration of loca€ farmers, producers and rreators right here in DurhamRegion. Gates Open features on farm education, demonstrations, sampling and so much more. It also serves as a kirk off event to Ontario Agriculture Week in Durham Region. Ontario Ag Week is dedicated to celehrating the abundance of food our farmers produce, the Ontarians our industry employs, the rural communities we support and the economic engine we fuel. (�)Q7 M Liked by ourdurhamlife and others 0 Add n cccri lent.. Page 13 8 a' Sport Tourism In 2022, Durham Region was selected to host the 2023 Ontario Parasport Games from February 3 to 5, 2023. Under the leadership of Sport Durham, a Games Organizing Committee (GOC) was formed of more than 60 members. Activities included: • Planning for Opening Ceremony, dinner, and reception • Coordination of 11 sport competitions and 4 demonstration/try-it sessions • Organization of food, accommodations and transportation of nearly 500 participants • Improving accessibility for participants • Securing sponsorships • Games promotion and 100-day Countdown event Parasport Games Partnerships Durh zvz3 pnra,ie Pa•asport Games • AccessNow mapping of Games • A pilot program to add more adaptive sport venues and municipal facilities and recreational opportunities at Durham A pilot training program for College and Ontario Tech University • accessible sport athletes • Inclusive Athlete's Lounge • Sensory support kits at libraries • Collection of donations in support of and Games venues Feed the Need in Durham Page 14 a' Rural and Agriculture 70 participants in Thinking of Diversifying Your Farm webinar series Completed the Uxbridge Downtown Revitalization Strategic Plan and Action plan in partnership with the Township of Uxbridge < <R�EPoSmRa,. eventhrlte R FM Thinking of n Q ® Q Diversifying Your ryb,,��m,�,m.n Farm? NYesd.ftmSOY .=k You WaM lO Point?I a, This FREE —bin aeries is targeted tO _Ti�,,.,��s�mn� v9 husf�ssT M1sfree webinayseries Il M1ep In June 2022, Regional Council endorsed the Growing Agri -Food Durham Plan. A 5 Year Plan to Grow the Agri -Food Industry in Durham Region. This is an Action Plan associated with the Ready Set Future Regional Economic Development Strategy and focuses on advancing agri-food as a priority cluster for the region of Durham. Page 15 im \ Invest Durham 2022 Invest Durham Annual Report 53% 37% increase in film production days in Durham Region from 2021 to 2022 Broadbanf' in film production projects in Durham Region from 2021 to 2022 The Region of Durham advanced the 2019 Broadband strategy by incorporating the Region's broadband municipal services corporation, Durham OneNet Inc. to design, build, and operate the Regional Broadband Network. Visit DurhamOneNet.ca to learn more. Helped to coordinate 65 film and television productions in Durham Region 11 cl■ Invest ■� Durham C) Awards Economic Development Awards • Invest Durham's Timeline of Innovation Ad won an Economic Developers Association of Canada (EDAC) Marketing Canada Award in the category of Single Advertisement; an International Economic Development Council (IEDC) award for Excellence in Economic Development; as well as an IEDC Bronze Award for the print version. • The Durham is Home Social Media Campaign won a EDAC Marketing Canada Award in the category of Social Media/Apps. • Tap into Talent campaign earned an EDAC Award in the Advertising Campaign category. • EDCO Economic Development Awards — Finalist; Shop Durham Region Marketplace, in collaboration with Whitby BIA, Finalist; Energy Campaign. 7170 DURHAM REGION 2022 Invest Durham Annual Report AVA Digital Awards: • Invest Durham Value Prop Video — Platinum • Invest Durham Tap into Talent Video — Platinum • Invest Durham Ag Careers Series — Honourable Mention • Invest Durham Timeline of Innovation Campaign — Platinum • Invest Durham Energy Campaign — Honourable Mention MarCom Awards: • Invest Durham Innovation Ad Series — Gold • Durham at Collision — Trade Show Exhibit — Honourable Mention • Invest Durham Timeline of Innovation Campaign — Platinum • Invest Durham Energy Campaign — Honourable Mention THIS LETTER HAS BEEN FORWARDED TO THE EIGHT AREA CLERKS April 26, 2023 June Gallagher Clerk Municipality of Clarington 40 Temperance Street Bowmanville, ON L1 C 3A6 Dear June Gallagher: RE: Proposed Durham Greener Buildings Program (2023- The Regional COW-16), Our File: D19 Municipality of Durham Corporate Services Council of the Region of Durham, at its meeting held on April 26, Department — 2023, adopted the following recommendations of the Committee of the Legislative Services Whole: Division "A) That Regional Council endorse the Durham Greener Buildings 605 Rossland Rd. E. Program with an estimated 2023 cost of $150,000 as described Level 1 in Report #2023-COW-16 of the Chief Administrative Officer, to PO Box 623 be funded through the 2023 Office of the Chief Administrative Whitby, ON L1 N 6A3 Officer Business Plans and Budget; Canada B) That staff be authorized to negotiate and award a single source 905-668-7711 1-800-372-1102 agreement with the Windfall Ecology Centre to deliver the Durham Greener Buildings Program for a period of three years durham.ca (2023-2026); Alexander Harras C) That the Commissioner of Finance or designate be authorized M.P.A. to execute the necessary documents related to this single Director of Legislative Services source agreement and any ancillary agreements in forms & Regional Clerk satisfactory to the Regional Solicitor and Commissioner of Finance, to support joint implementation of the Program, as required; D) That Regional Council provide a letter of support to the Windfall Ecology Centre for their funding application to the federal Deep Retrofit Accelerator Initiative (DRAT) to enable enhancements to the proposed Durham Greener Buildings Program that will aim to facilitate deep energy retrofits of commercial, multi -unit residential, and institutional buildings; and E) That Report #2023-COW-16 and associated resolution(s) be forwarded to local area municipalities, the Ontario Ministry of If you require this information in an accessible format, please contact 1-800-372-1102 extension 2097. Page 18 Municipal Affairs and Housing, the Ontario Ministry of Energy, Natural Resources Canada, and the Federation of Canadian Municipalities for information." Please find enclosed a copy of Report #2023-COW-16 for your information. Alexander Harras, Director of Legislative Services & Regional Clerk AH/ks Enclosed c: E. Baxter-Trahair, Chief Administrative Officer Page 19 If this information is required in an accessible format, please contact 1-800-372-1102 ext. 3803 The Regional Municipality of Durham Report To: Committee of the Whole From: Chief Administrative Officer Report: #2023-COW-16 Date: April 12, 2023 Subject: Proposed Durham Greener Buildinas Proaram Recommendation: That the Committee of the Whole recommends to Regional Council: A) That Regional Council endorse the Durham Greener Buildings Program with an estimated 2023 cost of $150,000 as described in this report, to be funded through the 2023 Office of the Chief Administrative Officer Business Plans and Budget; B) That staff be authorized to negotiate and award a single source agreement with the Windfall Ecology Centre to deliver the Durham Greener Buildings program for a period of three years (2023-2026); C) That the Commissioner of Finance or designate be authorized to execute the necessary documents related to this single source agreement and any ancillary agreements in forms satisfactory to the Regional Solicitor and Commissioner of Finance, to support joint implementation of the Program, as required; D) That Regional Council provide a letter of support to the Windfall Ecology Centre for their funding application to the federal Deep Retrofit Accelerator Initiative (DRAI) to enable enhancements to the proposed Durham Greener Buildings program that will aim to facilitate deep energy retrofits of commercial, multi -unit residential, and institutional buildings; and E) This report and associated resolution(s) be forwarded to local area municipalities, the Ontario Ministry of Municipal Affairs and Housing, the Ontario Ministry of Energy, Natural Resources Canada, and the Federation of Canadian Municipalities for information. Page 20 Report #2023-COW-16 Report: Purpose Paae 2 of 9 1.1 This report seeks Council endorsement of the proposed Durham Greener Buildings Program (the `Program'), which is designed as a comprehensive voluntary energy benchmarking and disclosure program to help owners and managers of commercial, multi -unit residential, and institutional buildings gain insights into energy and water consumption, how it compares to similar buildings, and build capacity for energy retrofits in the existing building sector. 2. Background 2.1 The Council -endorsed Durham Community Energy Plan (DCEP) outlines the Region's ambitious strategy to reduce greenhouse gas (GHG) emissions and facilitate the transition towards a clean energy economy. Through the DCEP development process, a low carbon pathway was developed which calls for deep retrofits across all existing buildings in the Region as a key strategy to reduce GHG emissions. 2.2 Council endorsement of the Durham Greener Homes program, which is designed as a comprehensive voluntary residential retrofit program to support Durham Region homeowners undertaking energy conservation improvements on their property, was a critical first step in achieving emissions reductions in the Region's single family housing stock. However, there currently exists a gap in providing support for larger commercial, multi -unit residential and institutional buildings to unlock deep energy retrofits. The Durham Greener Buildings programs therefore aims to address this gap and responds to the one of the priority recommendations in the DCEP. 2.3 The Durham Greener Buildings program will also support building owners and managers in complying with the Province of Ontario's Energy and Water Reporting and Benchmarking (EWRB) Initiative, which requires most owners of building types that are over 100,000 square feet and larger to report their building's energy and water consumption annually to the province. However, compliance rates with this regulation are estimated to be relatively low to -date among buildings in Durham covered by the regulation (estimated at less than 35 per cent) and as such, the Program will be designed with an aim to increase regulatory compliance, as well as encourage voluntary reporting of energy and water usage data. 2.4 Since most institutional (including municipally -owned) buildings are required to report to the province under the Electricity Act, they are not required to report under the EWRB regulation. However, to demonstrate community leadership on climate action, program implementation will also focus on the benchmarking and disclosure of energy and water usage data of municipally owned, and other broader public sector buildings. Page 21 Report #2023-COW-16 Paae 3 of 9 2.5 The federal government's Green Buildings Strategy targets a net -zero emissions and climate -resilient buildings sector by 2050, with an interim goal of 37 per cent emissions reduction from 2005 levels by 2030. To achieve this ambitious target, the Strategy highlights deep energy retrofits as a significant emissions reduction opportunity but warns that retrofits being undertaken are not going far enough in terms of emissions reduction and increased efficiency. It therefore calls for transformative and innovative programs and investments towards deep decarbonization. 2.6 The federal government's Deep Retrofit Accelerator Initiative (DRAT) provides a unique opportunity to facilitate deep energy building retrofits and enhance the Region's proposed program. It provides a non -repayable contribution for projects that identify and/or aggregate deep retrofit projects, guides building owners in the process of implementing retrofit projects, identifies available funding and financing to support retrofits, and conducts capacity building activities, such as developing novel approaches to deep retrofits. The DRAI initiative will thus provide additional support to enable program enhancements to mobilize deep energy building retrofits and align with federal emission reduction targets. 3. Program Design Approach 3.1 The approved 2023 Business Plans and Budget includes $150,000 for the implementation of a Region -wide energy benchmarking and disclosure program, including the development of the conceptual program design and engagement with key stakeholders. Over the past seven months, Regional staff undertook research and analysis to develop a conceptual program design model. Key program design phase activities included: a. Cross -jurisdictional program analysis: review of mandatory and voluntary energy benchmarking programs across North America to evaluate main characteristics, identify best practices and success factors, draw on lessons learned, and identify challenges and opportunities to inform program design. Through detailed research and interviews with energy benchmarking experts across North America, the following advantages of a benchmarking program were identified: • enables building owners to benchmark their energy data and share best practices on energy conservation; • creates opportunities to optimize building operations and maintenance practices; • facilitates building energy efficiency improvements to generate savings; • helps stimulate market transformation and uptake of energy efficiency technologies; and • prepares industry stakeholders and local governments with future energy benchmarking policies, and Page 22 Report #2023-COW-16 Page 4 of 9 • helps achieve corporate and community environmental sustainability goals. b. Market characterization: primary market research analysis was conducted to gather available data on the building stock in the Region including location, size, and ownership of buildings that fall within the provincial EWRB reporting requirements to understand the market potential for the program. This process involved identifying key groups to target based on Class and building archetypes (commercial, multi -unit residential, social housing, etc.) to optimize program delivery and maximize program uptake. This helped identify predominant building types which offer the greatest GHG emissions reduction potential and provide an indication of the market potential for the program. C. Interviews with program partners and stakeholders: the program was developed in collaboration with local area municipalities and involved consultation with key building industry stakeholders and utility companies (OPUC and Elexicon) to gather input, highlight key considerations, and identify challenges and opportunities. Feedback was incorporated into a revised program model to ensure effective program implementation. An engagement summary is provided below, with further details included in Attachment #1 to this report. Summary of engagement: • Program benefits/ advantages: increased transparency and accountability around energy usage/ consumption, easier building comparisons, supports operational energy and water efficiency tracking, market development for energy retrofits. • Appropriate incentives: stakeholders expressed interest in awards events for public recognition, marketing tools, information to support capital spending and asset management, and deployment of incentives through Green Development Standards. • Appropriate support: capacity and staff resources to support the program, leveraging Energy Star Portfolio Manager (ESPM), and encouragement where Durham Region leases. • Potential challenges: fear/hesitation around public disclosure, uncertainty with too many reporting programs, difficulty with program marketing and identifying contact(s). Page 23 Report #2023-COW-16 4. Program Summary Paae 5 of 9 4.1 At full implementation, the program will be available Region -wide and will be designed to increase awareness among key building industry stakeholders (e.g., building owners, managers, and tenants) with an aim to create demand for energy efficiency improvements. The Region envisions this building benchmarking and disclosure support program as a first step in the development of a comprehensive platform to mobilize deep energy retrofits in commercial, institutional, and multi -unit residential buildings, which will be subject to further Council approvals. The Program will complement and expand on the Durham Greener Homes program, which is primarily focused on enabling deep energy retrofits in the Region's single family housing stock. The Program will feature the following elements which would be phased over a three-year period (a more detailed timeline is provided below in Section 4.6): a. Help Desk and training support services to build familiarity with ESPM and energy benchmarking; b. Building Challenge website with energy efficiency tools and resources; C. Peer -to -peer business network focused on building capacity around deep energy retrofits; and d. Annual Region -wide energy benchmarking community building challenge or recognition event to celebrate buildings that have made strides towards improving their energy efficiency and reduce energy consumption. 4.2 Staff propose that Windfall Ecology Centre be engaged through a single source agreement to implement the program features outlined below. Windfall Ecology Centre was selected to deliver the Durham Greener Homes program through a competitive procurement process conducted in 2021. Given the anticipated interoperability between the Durham Greener Homes program, and Durham Greener Buildings program, as well as Windfall Ecology Centre's past and current experience with programs of a similar nature — including the Ontario Benchmarking Help Centre, and the ClimateWise Building Challenge in York Region. a single source agreement would avoid significant inconvenience and duplication of costs. 4.3 Program implementation will initially focus on benchmarking and disclosing energy and water usage data of municipally -owned buildings to demonstrate community leadership to the broader community on acting on climate change. The program targets a 70 per cent compliance rate or 600 buildings from the broader public sector (BPS) over a three-year implementation period across the Region (2023- 2026). This will require support from local area municipalities in streamlining data collection and facilitating program outreach. The program will subsequently target building owners of commercial, multi -unit residential and institutional buildings and target an EWRB compliance rate of 70 per cent or 450 commercial buildings in sharing data through participation in the program (over a three-year period). Page 24 Report #2023-COW-16 Paae 6 of 9 4.4 Figure 1 below provides an overview of how building owners would interact with the program elements: Figure 1: Durham Energy Benchmarking Program Overview The current process for reporting to the EWRB program Collect building information Create account with ENERGY STAR Complete Submit Data to the EWRB by completing Request an y including gross floor area, building y EWRB ID Portfolio Manaer g Data y ♦ a Data Reporting age and type and upload building data Verification if required* Template shared by I the Province --------------------------------------------------- Proposed interaction with Durham's program Sign up for Durham's Receive additional support and incentives for reporting Benchmarking Program Submit Data to Durham via either reporting template or sharing/exchanging data -------------------------------------------------------------------------------------------------------------------- *If the building is 100,000 square feet or larger, reported data must be verified by a certified professional the first year you report, then every five years. 4.5 The program will help address challenges around building retrofits, namely arduous data collection requirements and the lack of a standardized, one -size -fits -all approach which creates uncertainty around implementing energy retrofits and identifying suitable energy efficiency measures. The program will therefore build understanding of energy/ emissions at the whole building level and help inform decision -making to support building energy retrofits. 4.6 Program implementation will be conducted over a three-year period and will focus on improving energy efficiency in buildings across the Region. In the pre -launch phase, the Region will finalize contracts with a partner organization and establish working groups, develop communication and engagement strategies, and establish budgets for key deliverables. The timeline and key deliverables for successive years is provided below: a. Year one will involve the launch of the Building Challenge, outreach to commercial buildings, engagement with municipalities and educational facilities, and the promotion of a peer -to -peer business network; b. Year two will focus on program evaluation and modification, continued outreach and communication efforts, and recruitment for the business network; and c. Year three will be similar, with additional meetings for the business network and data requests. 5. Program Enhancement — Durham Building Retrofit Accelerator 5.1 Layered on to the Durham Greener Homes (DGH) Program's retrofit concierge service model and building on the energy benchmarking program, the Durham Page 25 Report #2023-COW-16 Page 7 of 9 Greener Buildings Program would be designed to mobilize deep energy retrofits of institutional, multi -unit residential, and commercial buildings. 5.2 This additional retrofit accelerator service will require funding beyond what is included in the Council -approved climate change operating budget. As such, Regional staff are proposing to work with Windfall Ecology Centre to develop a funding application to the federal government's Deep Retrofit Accelerator Initiative (DRAT) to seek additional support to enable program enhancements which includes potential program activities listed below: a. Support building energy labelling and compliance; b. Hands-on energy coaching; C. Providing ASHRAE-level energy audits; d. Broaden capacity building activities; and e. Financing options to support deep energy retrofits. 5.3 Implementation of these activities through DRAI is envisioned to happen concurrent with the energy benchmarking and disclosure aspects of the program that are described in section 4 of this report. Implementation will require a mix of partners that must come together for large-scale retrofits including municipalities, architects, contractors, community organizations, investors, and manufacturers. To achieve new levels of performance, the initiative requires insights from new disciplines and sectors, such as data science, logistics, and marketing. Given Windfall Ecology Centre's experience in administering the Durham Greener Homes program and its relevant skill set, technical resources, capacity, access to data, and familiarity with local builders, energy advisors, and contractors, Windfall Ecology Centre is uniquely positioned to bring these actors together and support Durham Greener Buildings program implementation alongside Durham Greener Homes. 6. Financial Implications 6.1 The total estimated Regional cost of this program is $450,000 over three years (2023-2026). The approved 2023 Office of the Chief Administrative Officer includes $150,000 for this program, and a similar will be budgeted annually subject to Council approval through the Annual Business Planning and Budgets process. 6.2 As per Appendix C of the Purchasing By-law (#16-2020), single source purchases are permitted if additional deliveries by the original supplier for goods/services not included in initial procurement if a change of supplier cannot be made due to interchangeability/interoperability with existing goods/services from initial procurement and would cause significant inconvenience or substantial duplication of costs. With Council approval of the recommendations in this report, Regional staff will negotiate a single source agreement with the Windfall Ecology Centre with Page 26 Report #2023-COW-16 Page 8 of 9 terms and conditions satisfactory to the Regional Solicitor and Commissioner of Finance. 6.3 Additional funding through the DRAI application, if successful, will be used to support the development of a retrofit accelerator program enhancement. 6.4 In the case that the Windfall Ecology Centre is not successful in securing DRAI grant funding, the project team will explore alternate funding opportunities to support program enhancements. 7. Next Steps 7.1 The Program has been designed with insights from local market research, focus groups, comprehensive research and analysis of energy benchmarking and disclosure programs across North America. Program development also involved consultations with key stakeholders including local area municipalities, local energy utilities, building industry representatives, and energy efficiency experts. Discussion with local utilities involved exploring potential opportunities and/ or synergies to support alignment with complimentary utility programs. 7.2 Staff propose to collaborate with Windfall in developing program enhancement activities, explore potential partnerships to develop a local/ regional building retrofit accelerator to support program implementation, and collaborate with third -party financing partners to create pipeline of building retrofit projects. The DRAI funding will enable enhancement of the Program and help build a retrofit economy around commercial, multi -unit residential and institutional buildings in Durham Region through actions that support deep decarbonization. This will support implementation of the DCEP and reduce GHG emissions in the building sector. 7.3 Key next steps for program implementation include: a. Regional Council endorsement of program concept; b. Regional Council support to provide a Letter of Support to Windfall Ecology Centre and relevant organizations seeking DRAI funding to enable program enhancements and facilitate deep energy retrofits of commercial and institutional buildings; and C. Negotiation of supporting agreements with partners relating to program implementation. 7.4 For additional information, contact: Nayel Halim, Policy Advisor — Sustainability, at 905-668-7711, extension 3803 or Ian McVey, Sustainability Manager, at 905-668- 7711, extension 3803. 7.5 Approved by Sandra Austin, Executive Director Strategic Initiatives, 905-668-7711, extension 2449. Page 27 Report #2023-COW-16 Paae 9 of 9 8. Relationship to Strategic Plan 8.1 This report aligns with the following strategic goals and priorities in the Durham Region Strategic Plan: a. Goal #1 — Environmental Sustainability • Accelerate the adoption of green technologies and clean energy solutions through strategic partnerships and investment; and • Demonstrate leadership in sustainability and addressing climate change. 9. Attachment 9.1 Attachment #1: Energy Benchmarking Program Final Report and Engagement Summary Respectfully submitted, Original signed by Sandra Austin Executive Director, Strategic Initiatives Original signed by Elaine C. Baxter-Trahair Chief Administrative Officer Page 28 Introba FINAL REPORT Durham Region Benchmark*ing Program Last updated: March 17, 2023 JOjp�he�elebr�t�„ Join the celebration! Page 29 i Contents 1. Introduction 5. Engaging Stakeholders • Context Approach • Project Scope What We Heard 2. The Benchmarking Landscape 6. Recommendations for Program Design • What Is Building Energy Benchmarking? Overview of Recommendations • Benefits Of A Benchmarking Program • Participation By Building Type • Benchmarking Across North America • Program Targets and Phasing • The Landscape In Ontario • Roles And Responsibilities • The EWRB • Strategic Partnerships • The BPSAccountablhtyAct • Support For Building Owners • Utility Data Sharing • Ask Owners To Share Their Data With Durham Directly • Why Does Durham Need A Benchmarking Program? 0 How Should Owners Be Asked To Share Data? 3. Best Practices in Benchmarking Programs ams • Flow Chart Of Proposed Process • Approach • Expand Utility Data Access • What We Found • Outreach • Data Disclosure 4. Durham's Building Market • Driving Change • Methodology • Findings • Key Takeaways • Target Markets f��� Introba Page 30 2 el SECTION 1 _"!�. r � ram`--r�'' ��_ � ''•_ti� � _. �� ,.y _��.. - - Y7Lt' � i i _ � •, -� �"i� mwvv � ,�•`.'.'" ntroduct ion _. : - { __�v �. ~�- '+f 1pti T _i. • ter_ *ri+ NONE, �' "4X �t:. { - - .cif j� �p• 'r �' ��`�y,.'�'�+ ;-i�. .�.��1' - .y,. � ����1 f1' +•h �����. y r`�� .ice .}�.�'� y.. - lntrod/ctio �� � ���i%�%�%�/lllllll�lll�illlllllllllllllllllllllllllll��lllll(1// CONTEXT On January 29, 2020, Durham Regional Council voted to declare a climate emergency. To act on this direction, Region of Durham is implementing programs to: • Build more resilient infrastructures, communities, and natural systems to reduce the impacts of climate change, and • Reduce greenhouse gas emissions and strive to be a carbon neutral community. The Durham Community Energy Plan calls for deep energy retrofits across all existing buildings in the Region as a key strategy to reduce GHG emissions and transition to a clean energy economy. In April 2022 the Region launched Durham Greener Homes, a deep energy retrofit program focused on the residential sector and single-family homes and is now interested in taking steps to enable emissions reductions in other segments of the building sector — including commercial, institutional and multi -unit residential buildings. The Region understands that building energy benchmarking is a key first step to improving GHG performance in the building sector. urham Greener 6, Homes ri�� Introba Page 32 4 lntroduction.>,��� �������j����%�/llllllll�l�llllllllllllllllllllllllllllllllll�lllll(!// PROJECT SCOPE Durham engaged Introba to support the development of a building energy benchmarking program for commercial, institutional and multi -unit residential buildings across the Region. Project steps included the following: • Understanding the benchmarking landscape in Ontario • A best practice review of other benchmarking programs • Characterization of Durham's building stock and exploration of target markets • Drafting a program structure • Stakeholder engagement to solicit feedback on the draft program structure, further understanding the potential value and ideal nature of an energy benchmarking program in the Durham Region, as well as the barriers to (and means of encouraging) participation • Providing final recommendations for program design and implementation FP,1.3 Introba ri�� Introba Page 33 5 SECTION 2 _ _�=-— �'.. __ _ .- . _ . - —_,_�, ell . � . .. _"!�. r � ram`--r�'' ��_ � ''•_ti� � _. �� ,.y i i _ •, -"i Y y� ,�•`.'.'" The —wv -�- '+f �ti T -i- • ter_ *ram:. Landscape t 11 14!1110- 1-2 Benchmark*ing �' "4X �t:. { - - .cif j� �p• 'r �' ��`�y,.'�'�+ ;-i�. .�.��1' • .y,. ��1 f1' +rho. y r`� .ice .}j'� y.. Benchmarking Landscape����%�/llllll II�I�IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII�I�lllll(!// WHAT IS BUILDING ENERGY BENCHMARKING? Energy benchmarking is the process of measuring and tracking a building's energy performance over time and comparing the data with peers. Benchmarking programs often include disclosure, the process of making benchmarking data available and/or visible to a range of stakeholders, including local governments, peers, and the public. While benchmarking is simply the process of understanding performance, studies have shown that benchmarking and disclosure drive action and yield cumulative average energy savings of 7% to 14% over 4-5 years. ri�� Introba Pam 35 he BenchmarkingLandscape BENEFITS OF BENCHMARKING PROGRAMS ....TO OWNERS ...TO DURHAM • You can't manage what you don't measure. Benchmarking encourages owners to understand energy and emissions performance at the whole building level. • Understand how a building compares to other similar buildings. • Identify opportunities for operational efficiency improvements and retrofits, reducing costs and energy use. • Demonstrate leadership and differentiate themselves from competitors. • Attract and retain investors/prospective tenants who value transparency and responsible management. • Help achieve corporate and community environmental goals. • Provide data that can be used to help identify the sectors and building types most in need of support • Inform program and policy design for reducing GHGs in the building sector. IVi N Durham is also a building owner! ri�� Introba Page 36 8 %jh/e/Benchmarking Landscape- -- -- --- -- --- I BENCHMARKING ACROSS NORTH AMERICA There is increasing momentum in benchmarking programs and policies across North America, targeting public, commercial and multifamily buildings with mandatory of voluntary requirements. The programs and policies are summarized in the maps below, courtesy of the Institute for Market Transformation. Canadian programs and policies for benchmarking. British Columbia Vancouver ffrIntroba. Edmonton Calgary Portland _ Berkeley a♦ Reno, NV San I - Francisco^`` Franck-865bn" San Jose CA Loa Angeles --�. San Diego ii Chula Viste� rlwa Aal Seotla US programs and policies for benchmarking. Evanston Minneapolis 5t. LOu15 Park 16 St. Paul Edina-1' oomington EYan5ton Des Molne5 Land South k Portland 10.s~ Cambridge Ann Arpvr Plltsburgh wt-- Boston j New York City Phl ladelphia Wash Engton. DC Montgomery Cv, MD Takoma Park, MD Rockville, MD Miami t Benchmarking required for public Benchmarking required for public, 19 Benchmarking and additional Voluntary programs Building Performance Standard and commercial buildings commercial, and multifamily buildings actions required for public, commercial, and commitments eagand TI ltifamily buildings I Benchmarking Landscape����%�/llllll II�I�IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII�I�lllll(!// THE LANDSCAPE IN ONTARIO — EWRB Ontario is the only province in Canada that currently requires building energy benchmarking. Under the Reporting of Energy Consumption and Water Use regulation, large building owners in Ontario are required to report their building's energy and water use once a year (by July 1 St of each year, for the previous year of data) to the Ministry of Energy through the Energy and Water Reporting and Benchmarking (EWRB) program. The EWRB currently applies to commercial, residential, and industrial buildings over 100,000 square feet. From July 1, 2023, the EWRB will scale down to cover a larger number of buildings, namely those buildings over 50,000 square feet. CK T ri�� Introba Page 38 10 %jh/e/Benchmarking Landscape- _- _- __- _- __- I THE LANDSCAPE IN ONTARIO — EWRB (CONTINUED) The EWRB makes use of Energy Star Portfolio Manager (ESMP), a free online data collection and energy benchmarking platform administered by the U.S. Environmental Protection Agency and licensed to Natural Resources. It is widely used across North America and represents the industry standard for building energy data management. It can be used to benchmark the performance of one building or a whole portfolio of buildings. ESPM allows a building owner/manager to upload data in a variety of ways: manually, using import and export functions in Excel, or by a direct link to the utility provider. The building information and performance data can then be reported to/shared with anyone that the building owner/manager wishes (e.g., a jurisdiction running a benchmarking program). Methods of reporting and sharing are explored further on in the program recommendations. ri�� Introba ENERGY STAR° PotgolioManager PW ENERGYSTAR' lc ILL., lsetae 112 PortfolioManager° I "Portfdw sh.ing Plan ning aePardi A rltlnn SupermarketA-1 Es Nmdahk[o®dv:or aNeaeY srnn tztn enan street, a.namn, vam➢t Mept aercfiaerbn Porno.-e Manapar Progeny t➢. 45,1 Yaar Buik:l991 Curets i NIA 9a iii Eat NIA Summery aetalls E .W I wale weals S A t,rala d•ela �Ir JI 1 ' Meer Summary I wamaaaa Meterlela Matere rant ...... ra��a may ®mrym Welcome to Waste and Materials l hackin 9 pmperry, arras[Pwv mstxa. You arty waxy or materiels mr re ya. Ada a math aenanna ,i yoar waste ana ma:eaeis n impm:eni pm in a ampr­im sspre 11y etnriL mare ebou[wesle aM mahr:ela!reasrw. drrranl Waste wltl Macerlela Dace: Not Ar ads Four ways to Enter BIN Data he BenchmarkingLandscape THE LANDSCAPE IN ONTARIO — EWRB (CONTINUED) How does it work? What support is available? To comply with the EWRB, owners (or a designated reporting lead) must: The Province currently provides: ❑ An Online Guide 1. Request an EWRB ID ❑ A Reporting Checklist 2. Collect building information, including gross floor area, building age and type, utility data and any building certifications ❑ A Portfolio Manager Guide 3. Create an account with Energy Star Portfolio Manager and upload ❑ Support via email or phone. This is building Information and EWRB ID primarily for administrative aspects of 4. For buildings over 100,000 square feet, verify data using a certified the EWRB, rather than technical aspectsof reporting. professional the first year information is reported, and every five years thereafter (this is voluntary for buildings less than 100,000 ❑ Links to resources on ESPM from NRCan square feet) Some jurisdictions in Ontario provide extra 5. Run the Portfolio Manager Data Quality Checker resources to their building owners to support with reporting to EWRB. For 6. Submit a report using a reporting link provided by the EWRB example, the City of Toronto offers one-on- one support and has their own EWRB Guide. ri�� Introba Page 40 12 %jh/e/Benchmarking Landscape- -- -- --- -- --- I THE LANDSCAPE IN ONTARIO — THE BROADER PUBLIC SECTOR (BPS) ACCOUNTABILITY ACT Under Ontario's Broader Public Sector Accountability Act all broader public sector buildings are also required to report building information and performance data to the Province. 683 buildings in Durham are currently reporting under the Broader Public Sector Accountability Act. These buildings are not required to report to the EWRB via Energy Star Portfolio Manager, but rather only expected to input building performance data on an excel saved on a Share Point. The Province of Ontario has signaled an intention to update this reporting process to require public sector building owners to submit data through Energy Star Portfolio Manager - the same reporting mechanism used in the EWRB. This is a welcome change as it will streamline the requirement overall and help to build a larger and more comprehensive set of building performance data across the province. ENERGY STAR" PordolioManager ri�� Introba Page 41 13 he/B/enchma king Landscape�������lllll IIIIIIIIIIIIIIIIII`III� UTILITY DATA SHARING Utility data access for benchmarking has two components, both of which are critical to program success: 1. Aggregation of data: upon request from an owner, the utility aggregates data from all meters in the building by month and shares the aggregate totals. By aggregating the data, privacy is protected. Under Ontario's Reporting of Energy Consumption and Water Use regulation, utilities are required to provide building owners (those who are covered under this regulation) aggregated monthly data. 2. Direct, automated upload of data to Portfolio Manager: Using the Portfolio Manager exchange data web services, utilities can directly upload consumption information to a Portfolio Manager account with the user and customer's permission. This can be done for individual meters, but also can be done for aggregated whole building data. Direct upload eases regular reporting and compliance and allows Portfolio Manager to continuously update benchmarking results and serve as a data tracking tool. Ontario's New Energy Data Regulation requires electric and natural gas utilities province -wide to implement Green Button Connect My Data Standard, which provides residential and business energy customers with more choice in they access electricity or natural gas usage data (including accessing interval -level electricity data). Portfolio Manager does not itself interface with Green Button, but it does make it easier to connect utility systems with third party tools that do support Portfolio Manager upload. ri�� Introba Page 49 14 Benchmarking Landscape����%�/llllll II�I�IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII�I�lllll(!// WHY DOES DURHAM NEED A BENCHMARKING PROGRAM? The EWRB lacks two main components to make it successful: targeted support for building owners, and enforcement for compliance. In fact, in 2021 only 31% of covered buildings (i.e. those buildings required to report to the EWRB) in Durham Region reported to EWRB. US jurisdictions that have benchmarking programs have achieved 60-70% compliance simply by adding more support for building owners. This level of compliance would yield a more representative dataset that Durham Region can use to help better understand the overall performance of the building sector and identify areas where improvements supported through additional policy or program design would yield the greatest energy and emissions savings. By gaining a better understanding of these opportunities, Durham will be able to offer targeted support to those buildings and sectors that can best contribute to meeting the region's overall emissions reduction targets. The goal of this project is to therefore design a regional benchmarking support program to: • Increase compliance with the Province of Ontario's EWRB program, especially as it expands to cover buildings 50,000 to 100,000 square feet in size. `l Encourage voluntary benchmarking and reporting for buildings under 50,000 square feet to further support building sector emissions reductions ri�� Introba Page 43 15 L SECTION 3 Best Practices in Benchmark'ing Programs lip _ - ell Irow rav OK, Jx lie _•.'�� �' f �- .. _ •�-'��ti.� _i. � • � ter_ *r�i.+.� �a- . Best - -- --- -- /lIlllllIIII(!// APPROACH A selection of the programs across North America was reviewed to inform the design of Durham's program. General information on these programs was obtained through desktop research, as well as building on prior research and interviews conducted by Introba. Interviews were then conducted with to get further insights on best practices and lessons learned from their programs - these were primarily jurisdictions with voluntary programs as they are most applicable to Durham's program. An interview was also conducted with Open Technologies, developer of the benchmarking platform GRID, to gain insights around disclosure and visualization. Summary of programs and platforms included in the best practice review. Voluntary Programs Building Energy Benchmarking Program Edmonton ✓ Sustainable Towers, Engaging People (STEP) Toronto ✓ CAGBC Disclosure Challenge Canada ✓ Building Benchmark BC BC Better Buildings Ottawa Ottawa ✓ Business Climate Challenge London, UK Mandatory Programs Energy and Water Reporting and Benchmarking (EWRB) Ontario DC Energy Benchmarking Program Washington, DC Chicago Energy Benchmarking Chicago, IL NYC Benchmarking Law New York City, NY Building emissions Reduction and Disclosure Ordinance (BERDO) Boston, MA Building Energy Use Disclosure Ordinance (BEUDO) Cambridge, MA Energy Benchmark Compliance GRID California DeveloperPlatforms Open Technologies -. ✓ ffrIntroba 17 Best - -- --- -- /lIlllllIIII(!// APPROACH (CONTINUED) The information collected through the desktop research is available in a supporting excel document), this information along with takeaways from the interviews are summarized on the following pages. Information Collected • Program Name • Website • Key Contact • Overarching Goals/Targets • Building Types and Sizes Covered/Targeted • Key Metrics Reported • Administrative/Delivery Model • Dis/Incentives for Participation • Number of Buildings • Sq.Ft. of Buildings • Energy Savings • Covered Buildings List • Form of Disclosure • Compliance Rate • Available Benchmarking Data ri�� Introba Page 46 18 Best - _- __- _-/1IlllllIIII(!// WHAT WE FOUND I PROGRAM DESIGN General • Programs typically target buildings over 20,000, 25,000 or 50,000 square feet. (Below 20,000 ft2, private owner capacity and potential impact both decline rapidly.) • Some programs set a lower bar for public sector buildings at 10,000 square feet . • All mandatory programs in the US introduce fines to increase compliance. • All programs saw a decrease in energy use in buildings participating in benchmarking programs. ri�� Introba Administrative Requirements Programs usually require 0.5-1 FTE for administrative purposes Additional FTEs required if on call technical support is being provided. Programs often engage external consultants to provide technical support, if capacity and skills are not available in-house. Individual follow-up with participants to resolve data issues is often required Key Partners to Consider • Industry associations (e.g. BOMA) • Large portfolio owners • Private landlords (e.g. REITS) • Non-profit housing associations • Healthcare authorities • Educational institutions • Public sector buildings • Building management companies • Elected officials (to champion the program publicly and attend events) • Technology companies for visualization and data sharing 19 Best - _- __- _-/1IlllllIIII(!// WHAT WE FOUND I ENCOURAGING PARTICIPATION Forms of Owner Support • Workshops and webinars • One-on-one training by request • Help desk phone line • Online "how to videos" and Frequently Asked Questions (FAQ) lists • Working groups meetings among peers • Site tours and case studies • Training programs on effective building operations and strategic energy management ri�� Introba Incentives Use benchmarking as a requirement for participation in other programs, incentives, or financing (e.g., energy audits, thermal inspections) • Offer recognition and awards to participants • Provide performance scorecards and insights into energy usage and how it compares with similar buildings • Provide tailored recommendation reports and support owners in identifying energy/cost-saving measures and develop retrofit plans (though benchmarking data alone may be insufficiently detailed for this) Communication Channels ' Launch events with elected officials • Regular e-mail newsletters • Promote in industry newsletters • Promote through conferences and events • Relevant touchpoints with local government (e.g., permitting and planning). • Individual outreach to potential participants. 20 Best - _- __- _-/1IlllllIIII(!// WHAT WE FOUND I CHALLENGES AND LESSONS LEARNED Main Challenqes • Accessing whole building utility data can be challenging for building owners. Governments need to work with utilities to facilitate this process. Note: in Ontario there is no direct utility upload to ESPM from any utilities yet, but they are working on Green Button access and direct upload could be initiated by any utility that wanted to set it up. • Certain building types are more challenging to benchmark than others (based on data access and metering —multifamily buildings with separate tenant meters for example) • Smaller buildings and owners tend to have fewer resources and require more support. ri�� Introba Key Lessons Learned • Lead by example by benchmarking and disclosing data for public sector buildings • Align with other local/regional governments in Ontario to avoid creating too much complexity • Ensure any program is free, low -barrier and low tech • Some interviewees recommended allowing buildings to participate in voluntary programs, even if they don't have access to complete data, as having these buildings enrolled means you can target support in subsequent years. However, such partial reporting is not be compliant with EWRB, so correct messaging is essential. 21 ell SECTION 4 _"!�. r � ram`--r�'' ��_ � ''•_ti� � _. �� ,.y _��.. - - Irow �` 'r. _ 'tom — � � '- _ - , r- �`7. �i . Y�' � i i _ � •, -� �"i� Y y� ,�•`.'.'" Durham's 1pti T _i. •Rue ter_ *ri+ Bu*ild*ing lip MW �' "4X �t:. { - - .cif j� �p• 'r �' ��`�y,.'�'�+ ;-i�. .�.��1' { } i Durham's Building.-. Market- METHOnOLOGY To further understand the opportunity associated with a regional benchmarking support program, the consultant team undertook a market characterization to: 1) Understand the building stock and identifying the buildings that are required to report to the EWRB, those that will be targeted as part of Durham's program. 2) Identify building owners and target markets for Durham's program. The market characterization was completed using data provided by CoStar, a platform that collects commercial real estate information, as well as data from Ontario's Data Catalogue, which publishes data on the Broader Public Sector (BPS). 4** #.,gr CoStar TM ri�� Introba Ontario Q 23 Durham's Building.-. Market - FINDINGS The following table provides a breakdown of all privately -owned buildings over 20,000 square feet and all broader public sector buildings in the region that could be a target for the program. It also highlights any current reporting requirements. Breakdown of the buildings in Durham Region. Privately -Owned Buildings (Breakdown Below) 316 382 692 1390 Commercial Automotive Commercial Office Buildings = Entertainment/Public Assembly Hotels/Motels i Medical Offices Religious Worship c m Retail Stores cc Supermarkets and Food Stores ,= W 2 16 v 9 c M 7 r c 1 v ^ 0 r�, 52 ° 0 c 13 = 67 °�'tr 3 .o W 6 18 122 2 c c Z 41 45 35 71 122 19 30 58 7 13 27 2 10 13 1 7 8 80 196 328 2 9 11 Industrial Other Industrial Q Warehouses 7 15 35 76 170 313 Institutional Hospitals c (Non -BPS) K-12 Schools V Senior Living and Residential Care Q 2 1 6 6 24 36 15 12 45 Residential Multifamily 128 93 343 Broader Public Sector (BPS) Buildings Required to report to the Province under the Broader Public SectorAccountabilit Act _ 683 _ All Buildings 2073 Q Introba 24 Durham's Building Market-, �/��%�%�/llllll l�lll�illlllllllllllllllllllllllllll��lllll(1// As can be seen in this figure, the largest building types by floor area in Durham Region are retail stores, commercial offices, warehouses and multifamily residential. Most buildings are either Class B or Class C (i.e. not prime real estate) 45 c 40 35 30 LL LA 25 c6 N 20 Q 15 0 10 0 N a) O v LA kn Q N in N O 0 cv *' Ln � O N M -a -C v � 0 In +� 2 cV 0 a E v S _ 0 `0 � 0 � Q �, N W Ln :_ o U a }, � o C w Commercial Industrial Institutional (Non -BPS) Residential ■ Class A Class B ■ Class C fir Introba Floor area of privately -owed 8tg' lings by building type and class. 25 Durham's Building Market - This figure shows that Oshawa, Whitby, Pickering, Ajax, and Clarington are the member municipalities with largest building floor areas. 40 tA 0 2 35 30 N 25 c6 N Q 20 14 O O 15 U_ 10 5 0 Ajax Brock Clarington Oshawa Pickering Scugog Uxbridge Whitby ■ Commercial Industrial m Institutional (Non -BPS) ■ Residential f��� Introba Floor area of privately-owned�uildi�gs by municipality and sector. age 26 Durham's Building.-. Market - KEY TAKEAWAYS • Oshawa, Whitby, Pickering, Ajax, and Clarington are key member municipalities to engage as part of the program. • Predominant building types in Durham are Retail and Offices (Commercial), Warehouses (Industrial), and MURB. • Most buildings are either Class B or Class C. Class A buildings in the region are likely to be the same buildings already reporting to the EWRB. • Most institutional buildings are required to report to the Province under the Broader Public Sector (BPS) Accountability Act and are not required to report to the EWRB. Buildings reporting under the BPS should could also report to Durham's Program to demonstrate leadership but would not increase the EWRB compliance rate. • Durham should focus on buildings over 50,000 square feet, as these represent buildings required to report to the EWRB with significant GHG emissions reduction potential. • Key groups to target have been established based on these findings and their shared and/or unique opportunities for communication, challenges and value propositions. Click on the key groups below to find out more on each group. ri�� Introba Paap 55 27 Durham's Building Market - TARGET MARKETS - COMMERCIAL CLASS B Type of Building • Retail stores or offices • Offer a utilitarian space without special attractions • Attract a wide range of tenants with average rents Ownership and Management • Usually, Single owner • In some cases, may have multiple owners, represented by a condominium corporation • Building/units may be owner -occupied or leased • Building/units may be managed by a third -party • Companies and owners of multiple buildings (e.g., REITS) are likely to have more resources Typical Priorities • Competition from other building owners with leasable area • Attracting reliable tenants �y�yyLih -*Ift 14. � ri�� Introba Page 56 28 Durham's Building.-. Market - TARGET MARKETS - COMMERCIAL CLASS C Type of Building • Retail stores or offices • Tend to be older and/or offer more basic space. • Often depend on lower prices to attract tenants and investors. Ownership and Management • Often single owner but may have multiple owners, represented by a condominium corporation • Building/units may be owner -occupied or leased • Building/units may be managed by a third -party property management company Typical Priorities • Competition from other building owners with leasable area • Maintaining low costs and overhead ri�� Introba Page 57 _ 29 am= Durham's Building --Market TARGET MARKETS -COMMERCIAL CLASS A/B/C OWNERS Area (Sf) All Commercial Buildings over 20,000 SQFT 9�II'I''I'll Illllllllllllllllllllll(((1(����� �i Municipal Owners ikrea (SF) Area (SF) Area (5f) Fioor Area i 2714615 22626014 1304116900. Owner not listed in Costar 127 5705610 14% 83327 2985763 2526652 109868 1 RioCan Real Estate Investment Trust 28 1963513 5% 0 842316 1121197 0 2 SmartCentres Real Estate Investment Trust 27 1908833 5% 0 1365406 543427 0 3 Ivanhoe Cambridge 2 1192524 3% 1108788 83736 0 0 4 Ontario Pension Board 2 1054911 3% 127770 927141 0 0 5 Choice Properties Real Estate Investment Trust 12 796441 2% 0 344241 452200 0 6 Triple Group of Companies 4 748257 2% 457109 177488 113660 0 7 City of Oshawa 722218 2% 406582 315636 0 8 Town of Whitby 720481 2% 0 720481 0 9 Rekker's Garden Centre 1 665593 2% 0 0 0 665593 10 City of Pickering 5 621846 2% 0 493220 128626 11 Valiant Rental Properties Limited 6 611888 2% 0 330690 281198 0 12 First Capital Real Estate Investment Trust 7 577795 1% 0 440556 137239 0 ff�i Introba P 58 30 Durham's Building.-. Market - TARGET MARKETS - INDUSTRIAL Type of Building • Warehouses used for manufacturing, distribution and logistics Ownership and Management • Usually single owner (an individual or company) • In some cases, may have multiple owners (individuals and/or companies), i.e. strata units with different owners • Building/units may be owner -occupied or leased • Building/units may be managed by a third -party property management company Typical Priorities • Competition from other building owners with leasable area • Functionality of quality of space ri�� Introba Page 59 — 31 Durham's Building.__Mark et TARGET MARKETS - INDUSTRIAL OWNERS All nnn Cf-%rT - Owner not listed in Costar 79 8,410,993 25% 1 Choice Properties Real Estate Investment Trust 2 1,753,790 5% 2 Panattoni Canada 4 1,310,000 4% 3 Pure Industrial 1— 7 1,184,824 4% 4 Summit Industrial Income REIT 5 1,131,013 3% 5 Crestpoint Real Estate Investments Ltd. 2 913,635 3% 6 Dream Industrial REIT 4 695,950 2% 7 Transmetro Properties Limited 2 631,262 2% 8 Nova Scotia Pension Plan 3 511,215 2% 9 LCBO 1 458,065 1% 10 Manulife Financial Corporation 2 449,281 1% 11 Empire Company Limited 1 431,549 1% 12 Forgestone Capital 1 411,797 1% ff�i Introba P 60 32 Durham's Building Market - TARGET MARKETS - MURB CONDO Type of Building • High-rise, mid -rise, or low-rise multifamily building, or complex of apartment buildings • Single owner and multiple tenants • Market rate rental Ownership and Management • Units have different owners • Units may be owner -occupied or rental. • Owners may be represented by a condominium corporation or a strata council Typical Priorities • Keeping utility costs low • Maintaining reliable assets • Preserving resident health and safety ri�� Introba Page 61 33 Durham's Building.-. Market - TARGET MARKETS - MURB RENTAL Type of Building • High-rise, mid -rise, or low-rise multifamily building, or complex of apartment buildings • Multiple tenants Ownership and Management • Typically single owner (entity/company) • Building may be managed by the owners or through a third -party property management company Typical Priorities • Attracting reliable tenants • Resident health and safety • Reduced utility bills ri�� Introba Page 62 34 Durham's Building Market - TARGET MARKETS - SOCIAL HOUSING Type of Building • High-rise, mid -rise, or low-rise multifamily building, or complex of apartment buildings • Multiple tenants Ownership and Management • Typically single owner (entity/company) • Municipally -owned social and community housing falls under the BPS, but privately -owned housing and non -profits do not. Typical Priorities • Resident health and safety • Reduced utility bills ri�� Introba Page 63 35 Durham s Building. Market - TARGET MARKETS - MURB RENTAL AND SOCIAL HOUSING OWNERS 'I'Ill�llllllllllllllllllllllll(((1(����� �i Municipal Owners nnnnnnr-1 - Owner not listed in Costar 142 18736159 48% 1 Canadian Apartment Properties REIT 7 2610617 7% uurnam Kegion Non -Profit Housing Corporation 24 2064069 5% 3 Q Residential 7 1111222 3% 4 Valiant Rental Properties Limited 7 924346 2% Ajax Municipal Housing 6 686628 2% 6 KingSett Capital Inc. 6 682381 2% 7 Realstar Asset Management 6 654968 2% 8 Starlight Investments Ltd. 6 618757 2% 9 Homestead Land Holdings Ltd. 2 557770 1% 10 Ventas, Inc. 3 531034 1% 11 JD Development Group 1 379000 1% 12 Acorn Properties 3 361600 1% Condominium buildings not included as each has their own strata council Q Introba Page 64 36 el SECTION 5 _"!�. r � ram`--r�'' ��_ � ''•_ti� � _. �� ,.y _��.. - - Irow �` 'r. _ 'tom — � � '- _ - , r- �`7. �i . Y�' � i i _ � •, -� �"i� Y y� ,�•`.'.'" Engag*ing • VAR V Stakeholders r� ,. - Mm 4 as- - - .cif j� �p• 'r �' ��`�y,.'�'�+ ;-i�. .�.�A1' +1 k} { } i E/n gaging /Stakeholder s �/�j����%�/llllll II�I�IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII�I�lllll(!// APPROACH The purpose of the engagement in this project was to solicit feedback from key stakeholders on the potential value and ideal nature of an energy benchmarking program in the Durham Region. Three main groups of stakeholders were engaged as part of this process, the approach and objectives of the engagement of each of these groups are detailed in the table below. Summaries of the feedback received from each stakeholder group are provided on the following pages, and detailed feedback from the workshops that were conducted is provide in supporting document. Approach and objectives of engagement. Building owners, • Present the proposed architecture for a regional benchmarking program Workshop (13 property managers • Solicit feedback on the factors that would encourage or discourage broad uptake and participation participants) and major tenants • Refine the draft program structure based on feedback • Identify strategic partners who keen to actively support the program's success Regional and • Present the idea and purpose of a regional benchmarking program Workshop (13 municipal staff • Solicit input on the draft program outline, focusing on program administration and potential roles/ responsibilities participants) between the region and its members • Solicit ideas for encouraging participation in the program, including leveraging any existing contacts with building owners/managers/tenants Utilities • Identify potential interest and role in supporting a regional benchmarking program One -to -One Meetings • Identify key considerations and issues that need addressing around data access for buildings subject to EWRB Discussion. • Explore potential synergies with complimentary utility programs, such as the Green Button standard implementation. f��� Introba Page 66 38 5E/nga/grog/Stakeholder s�/�j����%�/llllll II�I�IIIIIIIIIIIIIIIIIIIIII) WHAT WE HEARD - BUILDING OWNERS, PROPERTY MANAGERS AND MAJOR TENANTS Benefits of the Program Increased retention of high -profile tenants with corporate goals. ❑ Differentiation from other landlords. ❑ Support in identifying quick wins to improve building performance. ❑ Having more data available to make more informed decisions. LJ Demonstrating community commitment to sustainability. LJ Opens up a conversation around improvement and best practices. i ri�� Introba Page 67 39 5E/nga/grog/Stakeholder s�/�j����%�/llllll II�I�IIIIIIIIIIIIIIIIIIIIIII WHAT WE HEARD - BUILDING OWNERS, PROPERTY MANAGERS AND MAJOR TENANTS (CONTINUED) Potential Challenges to Address Could represent another "to-do" on the list, especially for owners with low capacity. • Need for clarity on how data will be shared • Owners/businesses may already be tracking for internal goals. ' Getting a certified professional to verify data also seems like another 'to do'. How To Encourage Uptake? • Clearly showcase the value of program participation • Ensure a very low ask on participant time. • Communicate how the information will be used and who will have access to it. Consider using a disclosure of intent. • Clarify the role of the utility and how data will be transferred. • Move beyond plaques to consider visibility in town squares, city -owned digital displays, etc. Consider incentives e.g., relief of development charges or through promotional programs run by the local utilities. • Provide an FAQ to clarify program components. ri�� Introba Page 68 40 5E/nga/grog/Stakeholder s�/�j����%�/llllll II�I�IIIIIIIIIIIIIIIIIIIIIIII WHAT WE HEARD - REGIONAL AND MUNICPAL STAFF Benefits of the Program ' Increased accountability within the organization. ' Improved understanding of sector wide building performance ' Access to building performance data to inform emission tracking and reporting Use as a marketing tool to encourage tenant selection in government -owned buildings ' Ability to understanding relative performance between buildings. ' Inform capital spending and asset management. Supports member municipalities' Climate Emergency Response Program and Green Development Standard. ri�� Introba Page 69 41 5E/nga/grog/Stakeholder s�/�j����%�/llllll II�I�IIIIIIIIIIIIIIIIIIIIIIII WHAT WE HEARD - REGIONAL AND MUNICPAL STAFF Potential Challenges to Address General concerns about the ability to dedicate municipal staff capacity and resources to supporting the program. ' Potential fear/hesitation among owners around public disclosure. ' Need to avoid confusion and ensure coordination with other similar programs. • Ensuring a compelling value proposition for building owners and supporting them in tracking down the data needed to benchmark. • Identifying key contact information for building owners and keeping that info current. ri�� Introba Page 70 42 5E/nga/grog/Stakeholder s�/�j����%�/llllll II�I�IIIIIIIIIIIIIIIIIIIIIII WHAT WE HEARD - REGIONAL AND MUNICIPAL STAFF (CONTINUED) How To Encourage Uptake? INCENTIVES • Deploy incentives, including through Green Development Standards. • Require benchmarking as a pre- requisite for funding. • Consider a "ladder of participation" to allow participants to join without completing all program steps (e.g. provide options with or without public disclosure of data). ri�� Introba AWARDS AND RECOGNITION RECRUITMENT • Create a portal or website to • Use planning and building showcase the "best of" in each class. permitting as a touch point for the • Recognize improvements/progress program. across an owner's portfolio. • Consider advertising the program • Consider recognition of not only through utility/tax bill inserts. buildings, but the businesses within • Encourage participation where buildings. Durham or member municipalities lease building. Page 71 43 �5E/nga/grog/Stakeholder s�/�j����%�/llllll II�I�IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII�I�lllll(!// WHAT WF HEARD - UTILI IES Utilities' customer base mostly comprises residential and commercial building customers, which is a key target for the Region's energy benchmarking program. This presents a unique opportunity to streamline marketing and outreach efforts and further support compliance with EWRB. Utility -data integration is an underlying issue of energy benchmarking programs as utilities systems require third party software to interface with ESPM web services. However, the emergent OEB regulation of Green Button Implementation may help alleviate this issue as it will support data sharing/reporting. Starting November 1, 2023, most regulated Ontario electricity and natural gas utilities will be required to provide their customers with access to their energy usage data in Green Button format. Green Button is a data standard that provides residential and business energy customers with more choices in accessing and analyzing their electricity / natural gas usage data to help facilitate energy efficiency improvements. Though Portfolio Manager does not currently offer the ability to upload Green Button files, nor support the Green Button Connect My Data API, utilities that implement Green Button have an easier time connecting to third party tools for Portfolio Manager upload.) ri�� Introba U o I a el SECTION 6 RecommendationsWei -•'-�- �'f. �" .` „� -���.T „!r --� . � ter_ .rra:...� �.�� , � .. - . �f. *� 'ram. ;`�+- tr"• � L. .. � for PF= .� Design 404 ai 4 { } i f / ' 6R/ecomm/e dat o s for Program Desig/n)))llll IIIIIIIIIIIIIII`Illlllllllllll��(I������ OVERVIEW OF RECOMMENDATIONS 1. Structure program to be accessible to buildings of all sizes and allow them to participate at different levels. Prioritize EWRB buildings, but also include broader public sector buildings and smaller private buildings. Phase program outreach and expansion over three years to build capacity. 2. Use a third party to administer key program elements, and establish clear divisions of responsibility between the Region, member municipalities, and the third party, and leverage strategic partnerships. 3. Support owners in benchmarking with a range of technical assistance options; providing additional support to buildings covered by EWRB will increase compliance. 4. Ask building owners to share the building information they are reporting to the EWRB with Durham as well, rather than trying to get the data from the Province or act as an intermediary. 5. Emphasize "sharing" of data and lower barriers to entry; consider using the sharing or exchange data features in ESPM. 6. Work with utility partners to support benchmarking data access and increase alignment across energy conservation programs. 7. Target communications and messaging by building/owner type to increase engagement and uptake. 8. Aim to disclose data and explore options for visualization of the data to make it more impactful and user-friendly. ri�� Introba Page 74 46 f / ' 6R/ecomm/e dat o s for Program Desig/n)))llll IIIIIIIIIIIIIII`Illlllllllllll��(I������ PARTICPATION BY BUILDING TYPE Current support available and... ...additional support and incentives provided by Durham ---o. Required / Mandatory Use ESPM to report data — ♦ Encouraged / Voluntary Report to the Province under the EWRB Report to Durham Report to the Province under the BPS Act Buildings required to report to the EWRB may or may not use the additional support and incentives provided by Durham when reporting under the EWRB; either way, they will be encouraged to report their data with Durham as well. Buildings not required to report to the EWRB will be able to voluntarily report to Durham, they may or may not use the additional support and incentives provided by Durham. Encouraging these buildings to participate will simplify participation by portfolio owners and prepare buildings if broader reporting requirements are introduced. ;raader Public Se%.Lor Buildings may or may not use the additional support and incentives provided by Durham when reporting under the BPS Act, either way, they should also report their data to Durham as well, to demonstrate leadership. ri�� Introba Page 75 47 f / ' 6R/ecomm/e dat o s for Program Desig/n)))llll IIIIIIIIIIIIIII`Illlllllllllll��(I������ PROGRAM TARGETS AND PHASING Total number of buildings in Durham 281 / 663 Number of buildings reporting to the EWRB and/or Durham's Program 2,038 2021 (Actual) 86 31% - - 86 Year 1 Targets 150 — 200 20 - 30% 0 - 50 300 — 400* 450 — 650 Year 2 Targets 350 - 400 50 - 60% 50 - 100 400 — 500* 800 — 1,000 Year 3 Targets 400 - 450 60 - 70% 100 - 150 500 — 600* 1,000 — 1,200 *Dependant on when the BPS switches to using ESPM for reporting A phased approach to target setting is suggested to allow for a reasonable expectation of participation, and allow the Region to establish the program. An initial drive should be focused on getting broader public sector buildings reporting to the program to demonstrate leadership, followed by (or alongside) leaders in the building sector (e.g. Class A buildings). Q Introba Page 76 48 f / ' 6R/ecomm/e dat o s for Program Desig/n)))llll IIIIIIIIIIIIIII`Illlllllllllll��(I������ ROLES AND RESPONSIBILITIES Given the expertise and time involved in program development and administration, it is recommended that Durham Region engage a third party to provide the technical and administrative support for the program. (Windfall Ecology Centre is a potential candidate, given that they already operate the EWRB Help Desk and support other local governments in Ontario with similar programs such as Climate Wise). The potential roles of Durham Region, the member municipalities and a third -party service provider are outlined below. Durham Reaior • Hosts and funds benchmarking support program • Ensures coordination between program partners • Supports broader outreach and advisement of the program to the building sector • Coordinates recognition and awards program ri�� Introba Member Municipalities • Supports outreach to building sector members • Supports awareness building and advertising • Undertakes benchmarking and disclosure for municipally -owned buildings • Showcases municipal facility achievements Third -Party Service Provider • Develops covered buildings list • Creates reporting template for building owners to report ESPM data to Durham • Provides technical support and guidance to participants, including a help desk • Provides reminders/prompts to covered buildings 49 f / ' 6R/ecomm/e dat o s for Program Desig/n)))llll IIIIIIIIIIIIIII`Illlllllllllll��(I������ STRATEGIC PARTNERSHIPS Durham may also wish to form strategic partnerships to support the implementation and success of the program, potential groups Durham could partner with, and their value are noted in the table below. Durham Region / Member • Department Representatives • Elected Officials • Internal co-ordination and messaging Municipalities • Service Providers • Energy Managers • Promotion through programs and services • Leverage local building owner contacts • Get public sector buildings to report to demonstrate leadership EWRB / Ministry of Energy • Rae Whitton • EWRB Working Groups • Support program Industry Associations • BOMA (Jeff Ranson) • Chambers of Commerce and • Reach out to their members to encourage • CHBA Boards of Trade participation • Durham Region Association of Realtors • BIAs / Downtowns of Durham Resident Associations • Strata Councils • Condominium Cooperations Portfolio Owners • Canadian Apartment Properties • Panattoni Canada • Champion the program • Choice Properties • Ivanhoe Cambridge • Benchmark their own buildings • RioCan • Pure Industrial • SmartCentres • Durham Region Non -Profit • Valiant Rental Properties Housing Corporation Post- Secondary Institutions • Ontario Tech University • Durham College • Champion the program • Trent University • Benchmark their own buildings Utilities • Enbridge • Oshawa Power • Champion the program • Elexicon • Hydro One • Support building owners with access to data Research • Clean Air Partnership • TAF • Champion the broaram f��� Introba Pie 7$ 50 �6R /ecom/m/e dat o s for Program Desig/n)))llll IIIIIIIIIIIIIIIIII`Illlllllll�ll��(I������ SUPPORTING BUILDING OWNERS What support could nurham provide? While some support for owners required to ❑ Provide annual reminders for when action is required via email or report to the EWRB is already offered by the individual outreach Province of Ontario, it is currently insufficient ❑ Additional technical support & guidance to ensure a high level of compliance. Based on Online educational materials (e.g., guides and how to videos) best practices and stakeholder engagement, Online training sessions and tutorials the items to the right represent successful Call Centre / Help Desk engagement methods that Durham should consider in program design. ❑Convening working groups/cohorts ❑ Recognition and awards programs ❑ Make participation a requirement of rebate and other programs ❑ Scorecards and recommendation reports ❑ Provide training programs on operating buildings effectively and strategic energy management ❑ Access to or a raffle for energy audits, commissioning services, envelope thermal inspections etc. ❑ Access to additional pro bono support by third parties (e.g., graduate students) ri�� Introba Page 79 51 f / ' 6R/ecomm/e dat o s for Program Desig/n)))llll IIIIIIIIIIIIIII`Illlllllllllll��(I������ ASK OWNERS TO SHARE THEIR DATA WITH DURHAM DIRECTLY It will be important to be clear in how data can be requested, and to ensure that it constitutes a very low level of effort for participants. Three main approaches to this are explored in the table below. As noted by building owners engaged for this project, many potential participants may be confused or offput by the request to share their data with the Region. However, requesting reporting to both entities may represent the best approach to ensure Durham receives the right data. 1. Buildings subject to EWRB report to EWRB every 1. Buildings subject to EWRB report to EWRB every 1. All building owners report to Durham using = V year using ESPM year using ESPM ESPM 2. Province shares data once a year with Durham 2. Building owners also share data from ESPM with 2. Durham submits the data to the EWRB for a Region Durham. buildings that are required to report. a 3. Smaller buildings use ESPM to report data to 3. Smaller buildings use ESPM to report data to Durham Durham • Does not change the EWRB reporting process 0 Durham gets data directly without relying on 0 Simplest process for building owners • Simplified messaging for larger buildings Province 0 Aligns with existing best practice from California p 0 Durham gets more data, more regularly and can Durham gets more data, more regularly a use it for more purposes • Durham can provide real-time feedback on data submissions • Province may not regularly share data with Potential for confusion as building owners must May not comply with legal requirements of EWRB Durham in sufficient detail submit twice, to two different governments. Potential liability exposure for Durham LA Z Durham would have difficulty verifying if/what Durham would promote EWRB but not be linking Region would be perceived as enforcement entity 0 building data was in fact reported to it directly in any way. for Province, which is undesirable • Different approach for smaller buildings from No easy path for EWRB to enforce larger buildings rr-� rl rQ a Page 80 52 f / ' 6R/ecomm/e dat o s for Program Desig/n)))llll IIIIIIIIIIIIIII`Illlllllllllll��(I������ HOW SHOULD OWNERS BE ASKED TO SHARE DATA? There are three main ways for owners to share data with the Region. Stakeholders evidenced a strong preference for one of the share/exchange options. Regardless, it is recommended that Durham frame the request as "sharing" the data with Durham and "reporting" the data to EWRB, to help distinguish the nature of the ask and emphasize that both need to happen. 1. Jurisdiction defines the fields they want as in a 1. Building owner initiates a "connection" in custom template Portfolio Manager to a jurisdiction's account 2. Link to reporting template online 2. Owner shares "read-only access" to properties W3. Owner clicks the link and follows defined steps with thejurisdiction N to select which properties to report, review the 3. Thejurisdiction exports shared data data, and hit submit 4. Only done once (though owner must keep 4. Jurisdiction receives a spreadsheet Portfolio Manager data up to date) 5. Must be done every year 1. Building owner initiates a "connection" in Portfolio Manager to a data exchange account 2. Owner shares "read-only access" to properties with the jurisdiction 3. The jurisdiction has software that connects automatically to ESPM and pulls data 4. Only done once (though owner must keep Portfolio Manager data up to date) • Clear limits to owners on what data will be 0 Easiest to do for building owner — strong 0 Automated Reporting is only proven technique o accessed stakeholder preference for reaching 99% compliance in anyjurisdiction 0 Forces people to run a data quality check and 0 Gives access to all data 0 Gives access to all data a review performance data each year 0 Only needs to happen once 0 Only needs to happen once • Least associated with "regulatory" systems 0 Third party such as Open could operate • Must happen each year 0 Despite its name, it is difficult to use Portfolio Most complex to set up initially —needs either cn Has a "regulatory" feel Manager as a data management tool; data still third party to run or high level of technical ZO High drop -out rate as people forget to report would need exporting to a spreadsheet. capacity in-house Cumbersome and slow for all parties 0 Does not force owners to keep data up to date • Does not force owners to keep data up to date • Does not grant access to all data f��� Introba Page 81 53 f / ' 6R/ecomm/e dat o s for Program Desig/n)))llll IIIIIIIIIIIIIII`Illlllllllllll��(I������ FLOW CHART OF PROPOSED PROCESS Based on the above recommendations, the following process is envisioned for a building owner sharing data: ----------------------------------------------------------------------------------------------------------------------------------, The current process for reporting to the EWRB program Create account with ENERGY STAR Complete Submit Data to the Collect building information EWRB by completing EWRB ID and Verification Request an including gross floor area, building y Portfolio Manager Data a Data Reporting age and type Template shared by upload building data if required* the Province --------------------------------------------------------- i Proposed interaction with Durham's program Sign up for Durham's Benchmarking Receive additional support and incentives for reporting y Program ------------------------------� i Submit Data to ' Durham via either reporting template or sharing/exchanging data *If the building is 100,000 square feet or larger, reported data must be verified by a certified professional the first year you report, then every five years. f��� Introba Page 82 - 54 f / ' 6R/ecomm/e dat o s for Program Desig/n)))llll IIIIIIIIIIIIIII`Illlllllllllll��(I������ EXPAND UTI LTY DATA ACCESS Municipal/public utilities in the Durham region are a key partner in helping ensure the program succeeds. Utilities can help support Durham's program in three ways: 1. Provide aggregate data for all residential and commercial buildings. All utilities do provide this service, as required by the Ontario EWRB regulations, but it isn't always accessible. We recommend that Durham work with member municipalities and utilities to request (or require, to the extent possible) clearer information about how building owners can request benchmarking data. At a minimum, utilities should create "bench marking" pages on their website that explain how to request this data, but online web portals for requesting the data are even better. 2. Introduce free direct utility data upload to Portfolio Manager. Regional utilities have a great opportunity here to show Provincial leadership and greatly support government initiatives by offering this service free of charge to their customers. We recommend that Durham work with utility partners and get at least one to offer this service. 3. Collaborate on energy efficiency programs: We recommend that Durham continue to work with its utility partners to support alignment across energy conservation programs, such as connecting poor performing buildings with utility incentives and programs. ri�� Introba Page 83 55 f / ' 6R/ecomm/e dat o s for Program Desig/n)))llll IIIIIIIIIIIIIII`Illlllllllllll��(I������ OUTREACH: COMMUNICATE VALUE OF PARTICIPATING IN PROGRAM Different value propositions should be used for outreach and messaging for different building and owner types to maximize interest and avoid confusion, as per the table below. See how your building is comparing year to year, and in comparison to It/ ✓ ✓ ✓ ✓ ✓ other buildings of a similar type. Identify opportunities for operational efficiency improvements and ✓ ✓ retrofits, reducing costs and energy use. Attract and retain investors/prospective tenants who value transparency and responsible management and give them the information they need to choose your building over your competition's. Let prospective tenants know that they can expect a well -performing building with lower operating costs. Gain an understanding of the total energy usage across all tenants with aggregate data from utility providers. Join your fellow building owners/managers in leading the building industry. ✓ ✓ Help achieve your corporate social environmental goals. Collecting and sharing your building's performance will help give provincial and local government information they can use to shape supportive programs (e.g. rebates and incentives) for lower -performing buildings. ffrIntroba Page 84 56 f / ' 6R/ecomm/e dat o s for Program Desig/n)))llll IIIIIIIIIIIIIII`Illlllllllllll��(I������ OUTREACH: COMMUNICATE INCENTIVES OF PARTICIPATING IN PROGRAM Similarly, different incentives and benefits should be promoted to different building and owner types to maximize interest and avoid confusion. Receive extra support to fulfill requirement of reporting to the EWRB Gain recognition from your peers, for participating, even if your ✓ performance is low compared to others in the program. Collecting and sharing your building's performance will help Durham the information they can use to shape supportive programs (e.g. rebates and incentives) for lower -performing buildings. Engage with peer building owners, tenants and managers and share ✓ ✓ ✓ ✓ ✓ ✓ experiences and lessons learned. Gain recognition from your peers, for participating, even if your ✓ ✓ ✓ ✓ ✓ ✓ performance is low compared to others in the program. Introba Page 85 57 f / ' 6R/ecomm/e dat o s for Program Desig/n)))llll IIIIIIIIIIIIIII`Illlllllllllll��(I������ OUTREACH: METHODS There are various methods for reaching buildings owners as listed below: • Conduct direct outreach to known building owners and property management companies (i.e., by phone or email), targeting large portfolio owners. Sources of contact information for direct information are explored in the table to the right • Promote through regional and municipal services, processes and programs, e.g., business license renewals, permitting and planning, tax and utility bills inserts. • Promote through conferences, newsletters, media and events, potentially with elected officials. • Engage through industry/business associations, e.g., Chambers of Commerce and Boards of Trade • Advertise the program at relevant touchpoints with local government, e.g., permitting, licensing • Leverage existing relationships, e.g., between member municipalities and businesses/housing providers • Engage with local engineers, architects and consultants who work in energy auditing, commissioning, and/or retrofit work. Sources of Contact Information for Direct Outreach MPAC Tax Data No contact information is available in MPAC Data that Durham has access to. Costar Data No contact information is available in Costar Data that Durham has access to, but the does include building owner names that can be searched for contact information. Business License To be explored by Durham. Information Durham Water Utility To be explored by Durham. Existing Relationships To be explored by Durham. (Municipalities, Industry Associations) Google Search Would require resources. During Sign Up to To be explored by Durham. Program Will only give contact information to those already interested. ffrIntroba f / ' 6R/ecomm/e dat o s for Program Desig/n)))llll IIIIIIIIIIIIIII`Illlllllllllll��(I������ DATA DISCLOSURE The Province of Ontario currently publishes the data collected through the EWRB annually through their online data catalogue. All members of the public have access to this dataset. The data set only includes high-level building information and location by FSA. Regions and municipalities in the Province do not receive more granular data from the Province, so it is recommended that Durham along with other jurisdictions in the Province advocate for access to this. Regardless, a key recommendation of this report is that Durham requests data from building owners directly. Having more granular data will allow Durham to develop programs and polices and create an ecosystem of support for retrofitting existing buildings. The Province also does not currently visualize the data they collect, i.e. on a data disclosure map. This is something Durham could consider doing in the future if they collected data themselves. GRID by Open Technologies is an example of a platform where data can be pulled directly from ESPM and visualized with minimal effort from Durham. Building owners tend to have concerns around data disclosure, so if Durham request data directly it is recommended to provide clear direction on the intent for using this data. Publicly disclosing non-anonymized data in a user-friendly format increases the benefits of benchmarking by enabling direct peer -to -peer comparisons. Durham could consider a 'ladder of engagement', allow buildings owners to approve certain uses of the data they are sharing - however, if given option no one will approve public disclosure. ri�� Introba Page 87 59 f / ' 6R/ecomm/e dat o s for Program Desig/n)))llll IIIIIIIIIIIIIII`Illlllllllllll��(I������ DRIVING CHANGE Having granular benchmarking data will allow Durham to develop programs and polices and create an ecosystem of support for retrofitting existing buildings. Beyond simple public disclosure, additional ways the data could be used include: • Creating building "report cards" that help buildings understand how they compare to their local peers and promote improvements —this can be done without full public disclosure • Identify the highest energy users and directly recruit them for efficiency incentives of retrofit programs • Use cohorts to connect building owners with one another to share best practices, and with financing opportunities • Identify best public building candidates for audits and retrofits • Understanding local building performance will help improve modelling of future climate plan impacts and target highest use sectors with specific programs and incentives • Promote high performers and all -electric buildings as case studies from which others can learn • Combining with geospatial data, benchmarking data can identify good candidates for solar PV installations ri�� Introba Pacae 88 60 April 27, 2023 The Honorable Doug Downey Attorney General of Ontario McMurtry -Scott Building 720 Bay Street, 1111 Floor Toronto ON, M7A 2S9. Doug. Downey(a_ontario.ca Dear Mr. Downey: The Regional RE: Motion Regarding Recognizing the Intimate Partner Municipality of Violence Epidemic, Our File: A00 Durham Corporate Services Council of the Region of Durham, at its meeting held on April 26, Department — 2023, adopted the following resolution: Legislative Services Division "WHEREAS Intimate partner violence (IPV) is physical, sexual and emotional abuse and aggression that occurs in an intimate 605 Rossland Rd. E. relationship; Level 1 PO Box 623 AND WHEREAS on the morning of September 22, 2015, Carol Whitby, ON L1 N 6A3 Culleton, Anastasia Kuzyk and Nathalie Warmerdam were murdered Canada by a former partner; 905-668-7711 1-800-372-1102 AND WHEREAS on June 28, 2022, a five -person jury established as durham.ca part of a coroner's inquest into the events of September 22, 2015 delivered 86 recommendations; Alexander Harras M.P.A. AND WHEREAS specific legislation addressing family and domestic Director of violence has been passed by six provinces and three territories; Legislative Services however, Ontario has not implemented this type of legislation; & Regional Clerk AND WHEREAS the Violence Prevention Coordination Council of Durham (VPCC), which represents 35 local agencies including Luke's Place, Herizon House, and the Durham Rape Crisis Centre, reported a significant increase in demand for assistance from local IPV support providers on behalf of member Victim Services of Durham Region, with IPV victim support up 32% over four years and sexual violence victim support up 277% over four years; If you require this information in an accessible format, please contact Eamon n.Rodgers durham.ca or call 1-800-372-1102 extension 3677. AND WHEREAS the City of Ottawa, Renfrew County, and Lanark County have passed motions declaring an IPV epidemic, and acknowledging the 86 recommendations in the Renfrew County Inquest; NOW THEREFORE BE IT RESOLVED THAT: The Region of Durham declare an IPV epidemic and call on the Ontario Government to do the same, as per recommendation #1 of the Renfrew County Inquest; and 2. The Region of Durham integrate IPV into the Region's Community Safety and Well -Being Plan, as per recommendation #10 of the Renfrew County Inquest; and 3. This motion be distributed to all Durham MPPs and MPs; the Provincial Ministries of the Attorney General, the Solicitor General, and the Office of Women's Social and Economic Opportunity; the Federal Ministries of Justice and the Attorney General, Women and Gender Equality and Youth, and Public Safety; all lower tier Durham municipalities, Durham Regional Police Services Board, Ontario Provincial Police, Renfrew County, the Association of Municipalities of Ontario, and the Federation of Canadian Municipalities (FCM)." Alexander Harras, Director of Legislative Services & Regional Clerk AH/nb C: Hon. David Lametti, Minister of Justice and Attorney General of Canada Hon. Marci len, Minister for Women and Gender Equality and Youth Hon. Marco E. L. Mendicino, Minister of Public Safety Hon. Michael S. Kerzner, Solicitor General Hon. Charmaine Williams, Associate Minister of Children, Community & Social Services Patrice Barnes, MPP, Ajax Todd McCarthy, MPP, Durham Laurie Scott, MPP, Haliburton/Kawartha Lakes/Brock David Piccini, MPP, Northumberland/Peterborough South Jennifer French, MPP, Oshawa If you require this information in an accessible format, please contact Eamonn.Rodgers _durham.ca or call 1-800-372-1102 ext. 3677. Page 90 Peter Bethlenfalvy, MPP, Pickering/Uxbridge Lorne Coe, MPP, Whitby Mark Holland, MP, Ajax Erin O'Toole, MP, Durham Jamie Schmale, MP, Haliburton/Kawartha Lakes/Brock Philip Lawrence, MP, Northumberland/Peterborough South Colin Carrie, MP, Oshawa Jennifer O'Connell, MP, Pickering/Uxbridge Ryan Turnbull, MP, Whitby Nicole Cooper, Clerk, Town of Ajax Fernando Lamanna, Clerk, Township of Brock, June Gallagher, Clerk, Municipality of Clarington Mary Medeiros, Clerk, City of Oshawa Susan Cassel, Clerk, City of Pickering Becky Jamieson, Clerk, Township of Scugog Debbie Leroux, Clerk, Township of Uxbridge Chris Harris, Clerk, Town of Whitby Bill Clancy, Executive Director, Durham Regional Police Services Board Thomas Carrique, Commissioner, Ontario Provincial Police Rose Gruntz, Executive Assistant/Deputy Clerk, County of Renfrew B. Rosborough, Executive Director, Association of Municipalities of Ontario (AMO) Carole Saab, CEO, Federation of Canadian Municipalities (FCM) If you require this information in an accessible format, please contact Eamon n.Rodgers(cD-durham.ca or call 1-800-372-1102 ext. 3677. Page 91 "RN o R A7 vo The Corporation of The Township of The Archipelago Council Meeting Agenda Number: 15.1. Resolution Number 23-058 Title: Road Management Action on Invasive Phragmites Date: Friday, April 21, 2023 Moved by: Councillor Barton Seconded by: Councillor Lundy WHEREAS Phragmites australis (Phragmites) is an invasive perennial grass that continues to cause severe damage to wetlands and beaches in areas around the Great Lakes including Georgian Bay; and WHEREAS Phragmites australis grows and spreads rapidly, allowing the plant to invade new areas and grow into large monoculture stands in a short amount of time, and is an allelopathic plant that secretes toxins from its roots into the soil which impede the growth of neighboring plant species; and WHEREAS Phragmites australis results in loss of biodiversity and species richness, loss of habitat, changes in hydrology due to its high metabolic rate, changes in nutrient cycling as it is slow to decompose, an increased fire hazard due to the combustibility of its dead stalks, and can have an adverse impact on agriculture, particularly in drainage ditches; and WHEREAS invasive Phragmites has been identified as Canada's worst invasive plant species by Agriculture and Agrifood Canada; and WHEREAS the Ontario government has made it illegal to import, deposit, release, breed/grow, buy, sell, lease or trade invasive Phragmites under the Invasive Species Act; and WHEREAS Phragmites occupy over 4,800 hectares of land around Lake St. Clair alone, while 212 hectares of Phragmites occupy land along the St. Lawrence River. The Georgian Bay Area is particularly affected by Phragmites australis, with more than 700 stands along the shorelines and multiple visible stands on the highways and roads that threaten valuable infrastructure and wetland areas; and Page 92 WHEREAS volunteers, non -governmental organizations, and various municipalities have invested tens of thousands of dollars in investments and labour annually for more than eight years in executing managements plans to control invasive Phragmites on roads, coasts, shorelines and in wetlands; and WHEREAS roads and highways where Phragmites that are left untreated become spread vectors that continually risk new and treated wetlands and coastal shoreline areas; and WHEREAS according to "Smart Practices for the Control of Invasive Phragmites along Ontario's Roads" by the Ontario Phragmites Working Group, best road management practices for Phragmites australis include early detection, herbicide application, and cutting; and WHEREAS these best management practices are most effective when used in a multi -pronged approach as opposed to when used as stand-alone control measures; and WHEREAS Mother Nature does not recognize political boundaries. Therefore, it is imperative that Municipalities, Districts, the Province, and the Federal government work together in collaboration to eradicate Canada's worst invasive plant species Phragmites australis. NOW THEREFORE, BE IT RESOLVED that Council for the Township of The Archipelago directs its staff to implement best management practices to promote early detection of invasive Phragmites, and to implement best management practices for invasive Phragmites, and to join the Ontario Phragmites Working Group to collaborate on the eradication of Phragmites in Ontario. BE IT FURTHER RESOLVED that Council for the Township of The Archipelago directs staff to insert clean equipment protocols into tenders and that there is oversight that the protocols are followed. BE IT FURTHER RESOLVED that Council for the Township of The Archipelago requests the Ontario Ministry of Transportation to map and treat invasive Phragmites annually on all its highways. BE IT FURTHER RESOLVED that the Ontario Ministry of Transportation (MTO) communicates the strategy on mapping (detecting sites) and controlling invasive Phragmites on provincial highways, the specific highway management plans and results by each MTO region and each highway in the region and work in coordination with Township of The Archipelago. BE IT FURTHER RESOLVED that Council for the Township of The Archipelago directs its staff to send this resolution to all municipalities that are part of the Georgian Bay watershed, to the Minister of Transportation, Christopher Balasa the Manager, Maintenance Management, and MPP (the Municipality's local MPP). BE IT FINALLY RESOLVED that Council for the Township of The Archipelago requests all levels of government to consider funding support to aid the Township of The Archipelago in managing invasive Phragmites; and directs staff to send a copy of this resolution to the Ontario Minister of Environment, Conservation and Parks and the Minister of Environment and Climate Change Canada. Page 93 Carried Page 94 Bail Reform Resolution WHEREAS the cost of Policing and Emergency Services in Northern Communities is harming a community's ability to support local Social and Health issues WHEREAS a small percentage of those affected by an Addiction in the communities of Northern Ontario are committing crimes WHEREAS many of those committing crimes are not housed in the correctional system, therefore, remain in our communities, often those that do require treatment for their Addiction issue receive none. WHEREAS some committing crimes become violent, but are released back into the community, due to the negative impacts Federal Bill C75 WHEREAS the Federation of Northern Ontario Municipalities (FONOM) believes that more must be done by the Federal Government on Bail Reform THEREFORE BE IT RESOLVED THAT the Federation of Northern Ontario Municipalities (FONOM) requests the Federal Government make these Legislative changes Create a Designation of a chronic persistent offender. Allow community impact statements at bail and at bail hearings. 3. Creating reverse onus in bail for all firearms offences. 4. All bail -related gun charges go to the superior court for bail release. BE IT FURTHER RESOLVED THAT a copy of this resolution be sent to the Prime Minister, Federal Justice Minister, Premier of Ontario, The Attorney General, the Solicitor General, Minister of Infrastructure, Minister of Municipal Affairs, Northeastern MPs and MPPs, Leaders of the Opposition, the Association of Municipalities of Ontario, and the Federation of Northern Ontario Municipalities. Page 95 REGIONAL MUNICIPALITY OF WATERLOO OFFICE OF THE REGIONAL CLERK 150 Frederick Street, 2nd Floor Kitchener ON N2G U Canada Telephone:519-575-4420 J& TTY: 519-575-4608 ,�� P Fax: 519-575-4481 www.regionofwaterloo.ca April 24, 2023 Area Members of Provincial Parliament Sent via email Dear Area Members of Provincial Parliament: Re: Councillor J. Erb Notice of Motion Please be advised that the Council of the Regional Municipality of Waterloo at their regular meeting held on April 19, 2023, approved the following motion: WHEREAS the Municipal Elections Act requires all individuals wishing to be a candidate in a municipal or school board election to file Nomination Paper - Form 1 with the municipal clerk; AND WHEREAS the Municipal Elections Act requires all candidates who sought election to a municipal council or school board to file Financial Statement — Auditor's Report Candidate — Form 4 with the municipal clerk; AND WHEREAS Form 1 requires candidates to provide their qualifying address; AND WHEREAS Form 4 requires candidates to list the name and home address of any donor contributing over $100.00 AND WHEREAS the Municipal Elections Act specifies that these documents are not protected by the Municipal Freedom of Information and Protection of Privacy Act, and requires the municipal clerk to make Form 4 available on a website; AND WHEREAS there has been concern expressed about those who hold public office and those who support them that they have been the subject of unnecessary attention and excessive scrutiny; AND WHEREAS the requirement to publish the personal home address of donors to specific candidates may discourage individuals from Page 1 of 2 Page 96 engaging in the democratic process to elect municipal and school board politicians. THEREFORE, BE RESOVLED THAT the Regional Municipality of Waterloo calls on the Minister of Municipal Affairs and Housing for the Province of Ontario to protect the privacy of candidates and donors by removing the requirement for their street name, number and postal code to be listed on publicly available forms. AND FURTHER THAT for verification purposes, the addresses of all candidates and all donors over $100 be submitted to the municipal clerk on separate forms that are protected by the Municipal Freedom of Information and Protection of Privacy Act and will not be published. AND FINALLY, that this resolution be forwarded to the Area Members of Provincial Parliament, the Association of Municipalities of Ontario, the Association of Municipal Clerks and Treasurers of Ontario, the Ontario Public School Boards' Association, the Ontario Catholic School Trustees' Association, and all Ontario municipalities. Please accept this letter for information purposes only. If you have any questions or require additional information, please contact Rebekah Harris, Research/Administrative Assistant to Council, at RHarris regionofwaterloo.ca or Regards, William Short Regional Clerk/Director, Council and Administrative Services WS/hk cc: Association of Municipalities of Ontario Association of Municipal Clerks and Treasurers of Ontario Ontario Public School Boards' Association Ontario Catholic School Trustees' Association Ontario municipalities Page 97 Page 2 of 2 Hon. David Piccini, MPP Minister of the Environment Conservation and Parks Ministry of the Environment, Conservation and Parks 5t" Floor 777 Bay St. Toronto, ON, M5B 21-17 VIA EMAIL: david.piccinidavidpiccini@pc.ola.orr Township of Puslinch 7404 Wellington Road 34 Puslinch, ON NOB 2.10 www.ouslinch.ca April 26, 2023 RE: 11.1 Mayor's Updates - 11.1.1 Mayor Seeley gave an update on the upcoming spring clean-up day being the second weekend of May. Please be advised that Township of Puslinch Council, at its meeting held on April 12, 2023 considered the aforementioned topic and subsequent to discussion, the following was resolved: Resolution No. 2023-127: Moved by Councillor Bailey and Seconded by Councillor Sepulis That Council receive the Mayors and Council member updates for information; and That Council direct staff to send notice to the MECP requesting that the litter on the roadside of the 401 be cleaned up in accordance with the Ministry initiative "Act on Litter Ontario"; and That this resolution be circulated to all municipalities in Ontario. CARRIED As per the above resolution, please accept a copy of this correspondence for your information and consideration. Sincerely, Courtenay Hoytfox Municipal Clerk CC: All Ontario Municipalities 7404 Wellington Road 34, Puslinch, ON NOB 2JO Tel: (519) 763-1226 Fax: (519) 763-5846 admin(7a puslinch.ca Page 98 Chambers, Michelle From: EEP Ontario / SAR Ontario (ECCC) <SpeciesatRisk.Ontario@ec.gc.ca> Sent: April 25, 2023 10:59 AM To: EEP Ontario / SAR Ontario (ECCC) Subject: Environment and Climate Change Canada Recovery Planning Document on the Species at Risk Public Registry / Document de planification du retablissement d'Environnement et Changement climaticlue Canada clans le Registre public des especes en peril Some people who received this message don't often get email from speciesatrisk.ontario@ec.gc.ca. Learn why this is important EXTERNAL (La version frangaise suit) On April 18, 2023, Environment and Climate Change Canada posted the following recovery planning document on the Species at Risk (SAR) Public Registry: The following document is now posted as proposed on the Public Registry and is open for a 60-day comment period: • Recovery Strategy for the Louisiana Waterthrush (Parkesia motacilla) in Canada [Proposed version]: https://species-registiy.canada.ca/index-en.html#/consultations/3795 For more information on the Species at Risk Act, recovery planning documents and species at risk, please visit the SAR Public Registry at: https://www.canada.ca/en/environment-climate-change/services/species-risk- public-regis .try html. If you have any comments or questions about the recovery planning document, please contact the Consultation Biologist at: Canadian Wildlife Service - Ontario Environment and Climate Change Canada 4905 Dufferin Street Toronto, ON M3H 5T4 E-mail: SpeciesAtRisk.Ontariogec.gc.ca This email message has been sent with the purpose of sharing information about proposed amendments to Schedule 1 of the Species at Risk Act and/or recovery document postings (including the public comment periods) on the Species at Risk Public Registry: https://www.canada.ca/en/environment-climate- change/services/species-risk public-registry.html For more information, or if this message was forwarded to you and you would like to be added to this email list, or if you do not wish to be included in future messages, please email SpeciesAtRisk.Ontario&ec.gc.ca directly with 'add to (or remove from) list' in the subject line. Page 99 Le 18 avril 2023, Environnement et Changement climatique Canada a affich6 le document de planification du r6tablissement suivant dans le Registre public des especes en peril. La version propos6e de document suivant est maintenant affich6e dans le Registre public. Le document suivant fera l'objet d'une p6riode de commentaires de 60 jours: • Programme de r6tablissement de la Paruline hochequeue (Parkesia motacilla) au Canada [Proposition] : https:Hre ist�peces.canada.ca/index-fr.html#/consultations/3795 Pour plus de renseignements sur la Loi sur les especes en peril (LEP), les programmes de r6tablissement et les especes en peril, veuillez consulter le site Web du Registre public des especes en peril a 1'adresse suivante : https://www.canada. ca/fr/environnement-changement-climatique/services/registre-public-especes-peril.html. Si vous avez des commentaires ou des questions au sujet de document de planification du r6tablissement, veuillez communiquer avec le Biologiste de consultation dont les coordonn6es sont les suivantes: Service canadien de la faune — R6gion de 1'Ontario Environnement et Changement climatique Canada 4905, rue Dufferin Toronto (Ontario) M3H 5T4 Courriel : SpeciesAtRisk.Ontariokec.gc.ca Ce courriel a &6 envoys dans le but de partager des renseignements sur des propositions d'amendements a l'Annexe 1 de la Loi sur les especes en peril (LEP) et les mises a jour relatives aux programmes de r6tablissement (y compris les psriodes de consultation publique) concernant le Registre public des especes en peril: https://www.canada.ca/fr/environnement-changement-climatique/services/re ig s�public-especes- peril. html Pour obtenir plus de renseignements, ou si ce message vous a sts transfers et que vous souhaitez vous inscrire a la prssente liste de diffusion, ou si vous ne souhaitez plus recevoir de messages a Pavenir, envoyez un courriel a Padresse SpeciesAtRisk.Ontario(d),ec.gc.ca en indiquant a la mention en objet o Ajouter a la liste ou a Supprimer de la liste ». Page100 ORONO DOWNTOWN BUSINESS IMPROVEMENT Meeting - April 17, 2023 at 8:00 a.m. The Municipality of Clarington is situated within the traditional and treaty territory of the Mississaugas and Chippewas (chip-uh-WUH) of the Anishinabeg (uh- NISH-in-NAH-bek) known today as the Williams Treaties First Nations. Our work on these lands acknowledges their resilience and their longstanding contributions to the area now known as the Municipality of Clarington In attendance Gavin Crabb — Chair / Frank Maitland — Treasurer / Scott Story — head of events committee / Perry Kirbride — liaison to the Orono Town Hall / Julie Cashin-Oster - Orono Weekly Times/ Margaret Zwart — Municipal Councillor / Karen Lowery — Vice Chair It is at the request of the Municipality that the above statement be included with every meeting. 1 — Banners — voted to have "Orono" only on the bottom of the Banner Panels. Cleaner look, easier to read Wording on Panels — Explore / Discover / Play / Shop / Learn / Engage / Agriculture Heritage — replaced by agriculture Requesting 2 possible picture options for Agriculture & Shop 2 — Planters — Rail boxes only this year — Frank, Scott, & Karen to co-ordinate with Rick of I Wood. Request (application)for funding has been put in with Capstone. 3 — Margaret to check with Municipality re permanentremoval of cement planter boxes. There was a request to purchase boxes. Margaret will also check with the Municipality to see if they can be sold. 4 — Easter Egg Hunt a success — Suggestion — Have 2 times for children. Older kids over run the younger children. Groups — 1 to 5 and 5 up. Half of the hot chocolate is thrown out each time. Suggestion — don't bother — Parents are busy with children Coloring contest was again done — Two randomly drawn prizes were handed out. Compliments of Julie at Orono Times. 5 — News from the Municipality — Councillor Marg Zwart — re updates on earlier request.... Turnover of Main St. to the municipality from Durham Region — Municipality will not take over the Road until the Region has down the repairs first. Page 101 Painting the black poles on the west side of the street - .......to check Trail entrance update - ......to check 6 — Monies from the Santa Claus Parade total $2110.00. It has been proposed that the funds from the parade, now called "the Winter Festival", be turned over to the Events Committee And possibly have the OCC participate in a bigger event with Shelly and Scott. 7. Bank — end of March 2023 - 13481.62 minus $40 for removal of winter wreaths and the 2110. Of parade money. 8 — Update for the Town Hall by Perry IF the OCC is a go they will be talking to the OCC about a possible movie night maybe once a month Annual Spaghetti Night on the 21st is still a drive through. There will be a golf tournament again this year It is the 125th anniversary this year ..... 9 — Sam is to firm up the location of the farmers market. Karen Lowery Vice -Chair ODBIA Page102 April Minutes April 19, 2023 Attendees: Larry Quinney DaveTaylor Kyle Young Joy Vaneyk Jacquie MacEachern Crystal Ovenden Diane Woodly Marlene Craig Brian Gaspell Regrets: Alvina Hare Danielle Carrol Greg Carrol Lindsay Luckhardt Paul Rowan Nancy Johnson Corinna Traill Marlene Wotten Municipal staff originally requested to attend this meeting but have postponed their visit until May. Committee Reports • Appointed Jacquie MacEachern to Secretary. • Maintenance- Kyle and Larry Everything has been checked. Ex Fire extinguisher, de -fib etc. Caught 1 mouse and was taken care of. Going to set new traps. Graffiti was noticed on the basketball court by Jacquie and was taken care of. Also, there was a report about it through the municipality and they did come out. Need to replace bulbs in some of the lights but waiting for Tim to get them. • Bookings- Joy April is busy, May is a bit slower. Committee members need to work together better with cleaning. Work together more. Volunteers need to help out more with the functions. Booked the next Pancake Breakfast with Santa, Dec 9th. Waiting to hear about the Air conditioner. Looking at dates in June Monday- Friday and in July Monday to Friday. • Dance- Larry 124 people in attendance, DJ was good brought some lights. Did not know the money figure for the dance. • Treasurer- Brian Gaspell Cheq- $26,233.91 Saving- $25 599.44 • Old Business Page103 Sea Can- Some people feel that there will be a problem getting the table and chairs in and out of the community centre. (specially in the winter) people suggested keeping the hall set up and also leaving the chairs lined up in the hall along the wall. We passed the Health and Safety inspection. Grading and outside repairs, kyle said he would reach out to Tim and see what is going on. • New Business Gardening needs to be planned and kept after. Marlene C has offered her services to help look after it. May 13th Garden/Community Clean up. 10-12pm Suggested that the community get invovled and do a plant swap and donate to the garden. May 27th the community church is doing a plant/bake sale. June 1 Oth the community of Tyrone will do a yard sale. Motion Adjourn by Crystal at 8:51 Page104 GANARASKA REGION CONSERVATION AUTHORITY MINUTES OF THE BOARD OF DIRECTORS April 20, 2023 (Hybrid) GRCA 02/23 1. Welcome, Land Acknowledgement and Call to Order The Chair called the Ganaraska Region Conservation Authority (GRCA) Board of Directors meeting to order at 4:00 p.m. MEMBERS PRESENT: Mark Lovshin, Chair - Township of Hamilton Vicki Mink, Vice - Chair - Municipality of Port Hope Randy Barber — Town of Cobourg Bruce Buttar — Agricultural Representative Miriam Mutton - Town of Cobourg Lance Nachoff - Township of Cavan Monaghan Adam Pearson - Municipality of Port Hope Tracy Richardson - City of Kawartha Lakes Joan Stover - Township of Alnwick/Haldimand Willie Woo - Municipality of Clarington Margaret Zwart - Municipality of Clarington ALSO PRESENT: Linda Laliberte, CAO/Secretary-Treasurer Cory Harris, Watershed Services Coordinator Ken Thajer, Planning and Regulations Coordinator Pam Lancaster, Conservation Lands Coordinator Ed Van Osch, Forest Recreation Technician ABSENT WITH REGRETS: Willie Woo — Municipality of Clarington ALSO ABSENT: Land Acknowledgement The Ganaraska Region Conservation Authority respectfully acknowledges that the land on which we gather is situated within the traditional and treaty territory of the Mississauga's and Chippewa's of the Anishinabek, known today as the Williams Treaties First Nations. Our work on these lands acknowledges their resilience and their longstanding contribution to the area. We are thankful for the opportunity to live, learn and share with mutual respect and appreciation. 2. Disclosure of Pecuniary Interest None. Page105 Minutes GRCA Board of Directors 02/23 Page 2 3. Minutes of Last Meeting G RCA 11 /23 MOVED BY: Joan Stover SECONDED BY: Lance Nachoff THAT the Ganaraska Region Conservation Authority approve the minutes of the March 16, 2023 meeting. CARRIED. 4. Adoption of the Agenda G RCA 12/23 MOVED BY: Randy Barber SECONDED BY: Lance Nachoff THAT the Ganaraska Region Conservation Authority adopt the agenda. CARRIED. 5. Business Arising from Minutes: a) Proposed Public Question Period The Board made some suggestions to allow the Chair some discretion to allow for questions that have not been provided in advance of the meeting and if the time required to answer the questions takes more than 10 minutes. The guidelines will be updated to reflect these changes. G RCA 13/23 MOVED BY: Miriam Mutton SECONDED BY: Vicki Mink THAT the Ganaraska Region Conservation Authority approve the updated guidelines as outlined in the proposed public question period staff report. CARRIED. 6. Delegations None. 7. Presentations a) Ganaraska Forest Recreational Update Ed Van Osch, Forest Recreation Technician, provided an update on the trails in the Ganaraska Forest as well the ongoing recovery efforts in preparation for the May 1, 2023 opening. It was noted that this would be the final monthly update. G RCA 14/23 MOVED BY: Randy Barber SECONDED BY: Lance Nachoff Page106 Minutes GRCA Board of Directors 02/23 Page 3 THAT the Ganaraska Region Conservation Authority receive the presentation for information. CARRIED. b) Natural Hazards Presentation Series — Part 2: River and Stream Valleys Staff provided another information session on natural hazards regulated under the Conservation Authorities Act and focused this month's talk on valley and stream corridors. Cory Harris, Watershed Services Coordinator, provided a description of the two types of valleys, apparent and non -apparent, and the difference between them. He further explained the reason for regulating these types of lands and gave a brief overview of the technical elements outlined in the guidelines that are provided by the Ministry of Natural Resources and Forestry (MNRF). Ken Thajer, Planning and Regulations Coordinator, spoke about the causes of slope instability and the technical requirements with regards to permitting for development in or adjacent to these areas. G RCA 15/23 MOVED BY: Miriam Mutton SECONDED BY: Adam Pearson THAT the Ganaraska Region Conservation Authority receive the presentation regarding natural hazards for information. CARRIED. 8. Correspondence 01/23 Lynch Rutherford Tozer re: Audit Management letter G RCA 16/23 MOVED BY: SECONDED BY: Joan Stover Lance Nachoff THAT the Ganaraska Region Conservation Authority note and file correspondence item 01 /23. CARRIED. 9. Applications under Ontario Regulation 168/06: Permits approved by Executive: G RCA 17/23 MOVED BY: SECONDED BY: Randy Barber Lance Nachoff THAT the Ganaraska Region Conservation Authority receive the permits for information. CARRIED. Permit Application requiring Ganaraska Region Conservation Authority Board of Directors discussion: None. Page107 Minutes GRCA Board of Directors 02/23 Page 4 10. Committee Reports: a) Ganaraska Forest Recreational Users Committee — April 6, 2023 minutes G RCA 18/23 MOVED BY: Adam Pearson SECONDED BY: Bruce Butter THAT the Ganaraska Region Conservation Authority receive the Ganaraska Forest Recreational Users Committee minutes for information. CARRIED. 11. New Business: a) 2023 Financial Budget Board members complimented staff on the new comprehensive format of the 2023 financial budget. G RCA 19/23 MOVED BY: SECONDED BY: Vicki Mink Miriam Mutton THAT the Board of Directors approve the 2023 Financial Budget. CARRIED. 12. Other Business None. 13. In Camera None. 14. Adjourn Chair Mark Lovshin thanked staff for all their hard work in getting the forest ready to open May 1. He also congratulated CAO/Secretary-Treasurer on being elected to Conservation Ontario Board of Directors and as the Treasurer of Conservation Ontario for another year. G RCA 20/2023 MOVED BY: SECONDED BY: Joan Stover Adam Pearson THAT the meeting adjourned at 4:50 p.m. CARRIED. CHAIR CAO/SECRETARY-TREASURER Page108 Natural Hazards Presentation Series -Part 2: Valleys and Stream Corridors Ken Thajer, MCIP, RPP Planning and Regulations Coordinator Cory Harris, P. Eng. Watershed Services Coordinator GRCA Board Meeting April 20, 2023 Page109 Ganaraska CONSERVATION Outline • Background • Natural Hazards Presentation Series • Overview of River and Stream Valley Corridor Hazards • Policy and Technical Considerations • Conclusion Au iutrodueory guide for public health and safety poba. 3.1, pcovinnal policy stew—t f Background • Conservation Authorities Act enacted in 1946 in response to erosion and drought concerns. These issues are best managed on a watershed basis. • It provided the means by which the province and the municipalities could join together to form a Conservation Authority within a specified area - the watershed - to undertake programs for natural resource management. • The Conservation Authorities Act and corresponding regulations are designed to protect people and property from flooding and erosion hazards • Development and construction within hazardous lands is costly to build and requires maintenance • Good planning saves the taxpayer significant dollars Natural Hazards Presentation Series Over the coming months, staff will provide an overview of the various hazardous areas in which CAs regulate development and activities: • In or adjacent to river or stream valleys (Section 2 1 b • Adjacent or close to the shorelines of the Great Lakes and inland lakes (Section 2(1)(a)) • Watercourses (Section 5) • Hazardous lands (Section 2(1)(c)) • Wetlands (Sections 2(1)(d) and 5) • Other Areas that could interfere with the hydrologic function of a wetland (Section 2(1)(e)) River and Stream Valleys River & Stream Valleys are described in the Regulation as; `...depressional features associated with a river or stream, whether or not they contain a watercourse...' River & Stream ,Valleys can be identified under two distinct situations, namely; where the river or stream valley is apparent...' , or where the river or stream valley is not apparent...' M- River and Stream Valleys Section 2(l)(b) (b) river or stream valleys that have depressionaI features associated with a river or stream; whether or not they contain a watercourse, the limits of which are determined in accordance with the following rules: (i) where the river or stream valley is apparent and has stable slopes; the valley extends from the stable top of bank, plus 1 metres; to a similar point on the opposite side; (ii) where the river or stream valley is apparent and has unstable slopes; the valley extends from the predicted long term stable slope projected from the existing stable slope or, if the toe of the slope is unstable, from the predicted location of the toe of the slope as a result of stream erosion over a projected 100-year period; plus 15 metres; to a similar point on the opposite side, (iii) where the river or stream valley is not apparent, the valley extends the greater of; (A) the distance from a point outside the edge of the maximum extent of the flood plain under the applicable flood event standard, plus 15 metres; to a similar point on the opposite side, and (B) the distance from the predicted meander belt of a watercourse; expanded as required to convey the flood flows under the applicable flood event standard, plus 15 metres; to a similar point on the opposite side; Why Regulate Stream and River Valleys? Subject to hazardous conditions that pose a threat to life and property d- r- 41, Valleys - What Apparent is Regulated? Not Apparent Apparent (Confined) Valleys Allowance up to15m i Similar point on the opposite side REGULATED RIVER OR STREAM VALLEY (apparent valley) Stable toe of slope Stream i Channel i i Stable tap Stable slope of bank i Predicted stream bank erosion (100-year period) i i Allowance up to15m Apparent (Confined) Valleys With stream/valley toe erosion hazard REGULATED RIVER OR STREAM VALLEY ----)D.- Top of Erosion Hazard stable Limit s lop I A i I ♦ l�llovr�r1 4� ♦ up to 15 m �� ♦♦ Aduel slope Stable angle �•% Channel a i Toe erosion allowance 100 yea r:s �A Technical Guidelines An introductory guide for public health and safety pol icics 3,1, provincial policy statement a Not Apparent (Unconfined) Valleys Erosion Hazard Limit" Erosion access allowance Flooding Hazard Limit or Meander belt allowance* Bankfull width Normal water level Bankfull Erosion access allowance Not Apparent (Unconfined) Valleys Where valley top of bank feature not. apparent the hazard is the greater of the flood plain or meander belt. i River or stream valley I Y;u Scy nop a ppa rcntI up to ism , pup to ISM RepLatory Floo4pbin r 4 � S&OM dmf r 1 Not Apparent (Unconfined) Valleys Meander Belt: the part of a valley bottom across which a stream shifts its channel from time to time especially in flood (taken from merriam-webster.com). ILI M 1 0 t Allowance POP - up t015 M �- 4 M� i . . . . -*---Channel bankfull wid1b Meander belt �r;5 ■ {i f 0 w ■ t O h 2 Meander 0 belt allowance or 20 X bankfull 6- width Allowanoe up to15m Meander Belt Example Ucayali River in Peru 33 Year Time Lapse Slope Failure Types _W CEXA+-rd F, n = - -0fL�-.- s- _ t I:++ daw m M. WUON � h�rgc+lanI rrx" LIPS ;W, Cl2 � ri ' Wage 124 Slope Failure Types TRANSLATIONAL SLIDES %JI%j 6; %JI Ikr%d 4 %..Pi V. i'. Causes of Slope Instability • Proximity of watercourse to a valley wall • Internal seepage (ground water) • Surface runoff • Soil composition • Angle of slope (GRCAwatershed slopes considered stable at 3:1) • Natural cover (vegetation) • Human activities (leakage from swimming pools, septic systems, cut & fill activities, improperly constructed retaining walls etc.) •1[we IKol&.'lffolsibft7[0l•I:AIIE Iva1• • r It a L I'l 0 .1 W.100 Ala iv 1040 Ae- L"J;( .06 •llw4o1K•lSZlK9 �T *7111 :Lo r T ^ IL 1 r_ , ti•-r 4r. L m r .0 I -ore r h I :1• W, Indicators of Slope Instability r ►Ir C.L -1 h f &I =%F P- 1L , https://pages.mtu.edu/-raman/Silverl/HoughtonEC/Bent-trees.html Indicators of Slope Instability - 'F1 Fr ; 3 • � 1'f I F�`I � � tZ_ f iF i •r r ' r fAL F A or -i f"q%woOr •llwalt• P� �As - • •l •Iw t10 woo Provincial Policy Statement (PPS, 2020) 3.1.1 Development shall generally be directed, in accordance with guidance developed by the Province to areas outside of: b) hazardous lands adjacent to river, stream and small inland lake systems which are impacted by flooding hazards and/or erosion hazards 3.1.2 Development and site alteration shall not be permitted within: c) areas that would be rendered inaccessible to people and vehicles during times of flooding hazards, erosion hazards and/or dynamic beach hazards unless it has been demonstrated that the site has safe access appropriate for the nature of the development and the natural hazard GRCA Policy • In general, no new development within the valleylands; • All new development to be outside long term stable slope/top of bank, whichever is greater Exemptions include: • Where development currently exists in the valleylands and/or there is no feasible alternative; • Public infrastructure where there is a demonstrated need to be located within th valley • Public parks; • Stream bank restoration or valley stabilization projects; • Driveway or access where there is no viable alternative; Policies for the Implementation of Ontario Regulation 168/06 Development, Interference with Wetlands and Alterations to Shorelines and Watercourses Regulation January 2014 Shard Resolution FA 04114 Ganaraska CONSERVATION Technical Requirements for Permitting • GRCA staff strive to prevent the need to request costly studies where possible; • GRCA staff stake physical top of bank features with an OLS • To determine the limits of development, a Geotechnical Study may be needed to establish the limit of the stable top of bank (long term stable slope line) • In some occasions the Geotechnical Study may need to be completed in concert with a Fluvial Geomorphologist • Promote stabilization of slopes using deep rooting vegetation (trees) where possible; How Stream and Valley Mapping Information is Used • GRCA hazard mapping layers • Used in Official Plan and Zoning Bylaw maps • Real Estate and Lawyers inquiries • Insurance investigations • Planning and permit approvals • Emergency Preparedness Planning • Assessing risk levels for asset management purposes ri it anarasl<a CONSERVATION Thank you! ,%;Z� KAWA RT H A CONSERVATION Discover• Protect• Restore April 24, 2023 The Mayor and Members of Council Municipality of Clarington 40 Temperance Street, Bowmanville, ON L1C 3A6 RE: Kawartha Conservation 2023 Preliminary Budget Dear Mayor Foster and Members of Council: We are pleased to provide our 2023 Preliminary Budget, supported in principle by our Board of Directors, and approved for a 30-day review period by Resolution #48/23: RESOLVED, THAT, the Draft 2023 budget is updated to reflect any Board recommendations prior to circulation, AND, THAT, the Draft 2023 budget be endorsed, and the Information for Municipal Partners be developed and circulated to member municipalities. CARRIED The 2023 Draft Budget document outlines the conservation programs and projects proposed for delivery in 2023 in accordance with our Strategic Plan, and associated funding requirements. The scope of operating programs has been maintained at the previous year's level. The Operating Levy and General Benefiting Levy are shared by the municipal partners based on apportionment percentages supplied to us by the Ministry of the Environment, Conservation and Parks. The apportionment percentage is based on current value assessment (CVA) information generated by MPAC. Individual municipal increases or decreases vary due to changes in the CVA apportionment year over year. Information on apportionment can be found on page 6 of the Budget document. Our request for Operating Levy is $707,684 which meets the Region's guidelines and includes a $3,214 CVA adjustment to levy, and land management expenditures of $15,000. We have proposed Special Projects for the Region of Durham totalling $171,400 for consideration. This request also meets the Region's guidelines. We have submitted Special Funding Requests for support for the following projects: Watershed Planning Project (Final year) - The purpose of this project is to ensure that Durham Region has the most up to date information related to Water Resource Systems and Watershed Planning to assist with Municipal Conformity Review exercises. Further, as per the Planning Services Partnership Memorandum of Understanding (MOU) with Durham Region, Kawartha Conservation is responsible for providing comments KAWARTHA CONSERVATION 277 Kenrei Road, Lindsay, ON K9V 4R1 705.328.2271 Fax 705.328.2286 Kawa rthaConservation.co m Our Watershed Partners: Page 138 City of Kawartha Lakes - Region of Durham • Township of Scugog • Municipality of Clarington • Township of Brock • Municipality of Trent Lakes • Township of Cavan Monaghan Conservation ( TARIO KAWARTHA CONSERVATION Discover • Protect • Restore and information to assist in the review and approval of development applications under the Planning Act. This project will help the municipality conform to provincial planning guidance related to watershed resources management (e.g., Provincial Policy Statement, Growth Plan, Greenbelt Plan, Oak Ridges Moraine Conservation Plan, etc.). As a result, this will help to process Planning Act applications faster while ensuring conformity with provincial policy. The project cost is $27,300 with the Region providing the full apportionment as the sole benefactor for the project. Information Management Project - The digitization of records into the Information Management System is integral in expediting applications and improving customer service along with meeting our requirements under the Information & Privacy Act. To date, we have digitized over 290,000 records. The expenditures for this project are apportioned between our participating municipalities. The total project cost is $15,000 with the Region's apportionment being $5,408, inclusive of a $28 CVA adjustment. Environmental Monitoring Strategy - We have submitted Special one-time funding requests for support for the implementation of our 10-year Environmental Monitoring Strategy. This is a new funding request to provide a cost-effective environmental monitoring network that facilitates evidence -based decision making, and that provides accessible, real-time science and data to our community, while aligning with our strategic goals and that of our municipal partners. This strategy was endorsed by our Board of Directors in 2022 for the 2023 budget process (resolution #83/22). The expenditures for this project are apportioned between our participating municipalities. The total project cost is $25,000 with the Region's apportionment being $9,014. Our Board of Directors will hold a weighted vote on the 2023 Operating Budget, General Benefiting Projects and associated municipal levies on May 25, 2023. Special Benefiting Projects proceed based on municipal funding approvals. Information on the weighted vote can be found on page 7. If you have any questions, or if we can provide further information, please do not hesitate to contact me at extension 215 or Jonathan Lucas, Acting Director, Corporate Services, extension 233. Yours truly, Mark Majchrowski Chief Administrative Officer Ends. 2023 Preliminary Budget cc: M. Dempster, Chief Administrative Officer J. Gallagher, Clerk T. Pinn, Treasurer KAWARTHA CONSERVATION 277 Kenrei Road, Lindsay, ON K9V 4R1 705.328.2271 Fax 705.328.2286 Kawa rthaConservation.com Our Watershed Partners: Page 139 City of Kawartha Lakes • Region of Durham • Township of Scugog • Municipality of Clarington • Township of Brock • Municipality of Trent Lakes • Township of Cavan Monaghan Conservation ONTARIO r1 LJ :j r.zl � - .'� ''I� 'f •'� , � ••,. Il. i. ♦ � sf •errs s „y • 4 . 'L'. r a h '�Y ` .� � � � •fir / • � *+` - . '+► � F,. r �` it t KAWARTHA CONSERVATION 2023 Draft Budget.....................................................................................................................................................................5 MunicipalLevy —Summary ....................................................................................................................................................5 MunicipalOperating Levy......................................................................................................................................................5 MunicipalProjects Levy.........................................................................................................................................................6 GeneralBenefiting Projects...................................................................................................................................................6 SpecialBenefiting Projects....................................................................................................................................................6 BudgetProcess......................................................................................................................................................................7 BudgetVote...........................................................................................................................................................................7 Sources of Revenue and Expenditures..................................................................................................................................8 Statement of Revenue and Expenditures..............................................................................................................................9 OperatingDepartments...........................................................................................................................................................10 Planning and Development Services...................................................................................................................................10 Municipal Agreement, City of Kawartha Lakes Risk Management Official.........................................................................12 Integrated Watershed Management...................................................................................................................................14 Stewardship and Conservation Lands.................................................................................................................................16 CorporateServices...............................................................................................................................................................20 GeneralBenefiting Projects.....................................................................................................................................................23 Drinking Water Source Protection......................................................................................................................................23 Digitization of Corporate Records.......................................................................................................................................24 Environmental Monitoring Strategy Implementation.........................................................................................................24 Proposed Special Benefiting Projects......................................................................................................................................27 Region of Durham — Watershed Plan Implementation 2023..............................................................................................27 Region of Durham — Watershed Planning 2023..................................................................................................................31 City of Kawartha Lakes - Lake Dalrymple Management Plan..............................................................................................33 City of Kawartha Lakes - Lake Management Plan Implementation 2023...........................................................................35 Municipality of Trent Lakes — Flood Plain Mapping Studies................................................................................................41 Proposed Joint Special Benefiting Projects.............................................................................................................................43 City of Kawartha Lakes and Region of Durham -Tree Planting Program............................................................................43 CapitalExpenditures................................................................................................................................................................45 Page 141 Governance The municipalities within the boundaries of the watershed govern Kawartha Conservation through a Board of Directors comprised of nine representatives. Directors are responsible for making decisions as a collective working for the benefit of the whole watershed. They act as liaisons between their municipalities and Kawartha Conservation. 2023 Board of Directors CHAIR Robert Rock Township of Scugog VICE CHAIR Pat Warren City of Kawartha Lakes DIRECTORS Eric Smeaton City of Kawartha Lakes Tracy Richardson City of Kawartha Lakes Cira Pettingill Township of Brock, Region of Durham Lloyd Rang Municipality ofClarington, Region of Durham Harold Wright Township of Scugog, Region of Durham Gerry Byrne Township of Cavan Monaghan Peter Franzen Municipality of Trent Lakes Jeff Forbes Mississaugas of Scugog Island First Nation We would like to acknowledge that many Indigenous Nations have longstanding relationships, both historic and modern, with the territories upon which we are located. Today, this area is home to many indigenous peoples from across Turtle Island. We acknowledge that our watershed forms a part of the treaty and traditional territory of the south-eastern Anishinaabeg. It is on these ancestral and treaty lands that we live and work. To honour this legacy, we commit to being stewards of the natural environment and undertake to have a relationship of respect with our Treaty partners. Member Municipalities City of Kawartha Lakes Region of Durham • Township of Scugog • Municipality ofClarington • Township of Brock Municipality of Trent Lakes Township of Cavan Monaghan Page142 KAWARTHA CONSERVATION 2023 Draft Budget KAWARTHA CONSERVATION Disoover•Prptect•Re$tpre Page143 2023 Draft Budget The 2023 Operating and Special Projects Budget is developed and reviewed in detail by our Board of Directors, and it was approved for circulation to our municipal partners for comments. The 2023 operating expenditure budget is organized into business units and each department is intended to reflect all associated costs. The operating levy is shared by the municipal partners based on an apportionment percentage supplied to us by the Ministry of the Environment, Conservation and Parks. Durham East Cross Forest Conservation Area is an operating program funded solely by the Region of Durham Special Operating Levy. There is $2,700 of deferred revenue that will be used in addition to the collected levy for 2023 operating. The projects budget is organized by General Benefiting Projects and Special Benefiting Projects. The municipal levy for General Benefiting Projects is shared by the municipal partners based on the same apportionment percentage as the operating levy. Special Benefiting Projects are funded by the benefiting municipality/municipalities. Municipal Levy —Summary Proposed 2023 Levy Operating Special Special 2023 Total 2022 Levy Operating General Projects Municipal Approved Increase Projects Levy Municipal (Decrease) Levy City of Kawartha $1,017,555 - $23,729 $396,250 $1,437,534 $1,395,675 $41,859 Lakes Region of Durham 618,484 104,200 14,423 171,400 908,506 882,385 26,121 Municipality of 72,682 - 1,695 273,000 347,377 71,655 275,722 Trent Lakes Township of Cavan 6,604 - 154 - 6,758 6,360 398 Monaghan Total $1,715,325 $104,200 $40,000 $840,650 $2,700,175 $2,356,075 $344,100 Municipal Operating Levy The Operating Levy is shared by the municipal partners based on apportionment percentages supplied to us by the Ministry of the Environment, Conservation and Parks. The apportionment percentage is based on current value assessment (CVA) information generated by MPAC. Individual municipal increases vary due to changes in the CVA apportionment year overyear. Page 144 2022 2023 Increase MUNICIPAL 2022 2023 Increase General General in General %Increase OPERATING LEVY Apportionment Apportionment (decrease) Operating Operating Operating Levy Levy Levy City of Kawartha p 59.5102/0 o 59.3214/0 0 (0.1888)/0 $983,896 $1,017,555 $33,659 0 3.42/0 Lakes Region of Durham 35.8690 36.0564 0.1874 4.29% 593,031 618,484 25,453 Municipality of Trent 4.2442 4.2372 (0.0070) 3.58% Lakes 70,170 72,682 2,512 Township of Cavan Monaghan ... 03767 03850 00083 6,228 6,604 376 6.04/0 o Total 100.00% 100.00% (0.00)% $1,653,325 $1,715,325 $62,000 3.75% Municipal Projects Levy Projects are developed to implement priorities within our Strategic Plan and in response to municipal concerns. The projects address strategic plan directions and issues identified by our board of directors, municipal leaders, senior municipal staff, and community stakeholders. We use municipal funds to leverage grant opportunities whenever possible. General Benefiting Projects General Benefiting projects have a watershed wide benefit and the levy is shared by the municipal partners on the same apportionment percentage as the operating levy. Projects include Drinking Water Source Protection (fully funded), 10-year Environmental Monitoring Strategy Implementation (Year 1 of 10) and digitization of corporate records. Summary of General Benefiting Projects: 2022 Approved General Benefiting Levy 2023 Proposed General Benefiting Levy City of Kawartha Lakes $20,829 $23,729 Region of Durham 12,554 14,423 Municipality of Trent Lakes 1,485 1,695 Township of Cavan Monaghan 132 154 Total $35,000 $40,000 Special Benefiting Projects Special Benefiting projects are designed to meet the needs or concerns of a specific municipality, and thus directly benefit the individual municipality. The benefiting municipality funds the projects. Projects continue our work to develop and implement Lake Management Plans and initiate updates to our watershed plans in the Region of Durham and a new project will be completed for Trent Lakes Flood Plain Mapping. Page145 Summary of Special Benefiting Projects: 2022 Approved Special Benefiting Levy 2023 Proposed Special Benefiting Levy City of Kawartha Lakes $390,950 $396,250 Region of Durham 170,600 171,400 Municipality of Trent Lakes - 273,000 Township of Cavan Monaghan - - Total $561,550 $840,650 Budget Process On February 23rd, 2023, the Board of Directors received a staff report on the preliminary budget for 2023 and passed a resolution that the budget is developed with the direction provided. The preliminary budget was approved by the Board of Directors for circulation on April 20, 2023. The Board of Directors vote on the budget and associated municipal levy is scheduled for May 25th, 2023. Budget Vote Eligible Directors of the Board will vote on the budget and levy using a weighted vote based on the Current Value Assessment levy apportionment formula. Non -voting members or agricultural members appointed by the Province are ineligible to vote as identified in the Conservation Authorities Act. The provincial regulation governing the weighted vote does not permit an individual municipality to have a weighted vote in excess of 50% of the weighting unless that municipality has more than 50% of the members on the Board of Directors. A weighted majority of 51% carries the vote. The weighted vote is distributed amongst Directors as follows: City of Kawartha Lakes 1st of 3 representatives 16.6667% 2nd of 3 representatives 16.6667% 3rd of 3 representatives 16.6666% Region of Durham 1st of 4 representatives 11.0734% 2nd of 4 representatives 11.0734% 3rd of 4 representatives 11.0734% 4th of 4 representatives 11.0734% Municipality of Trent Lakes 1 representative 5.2411% Township of Cavan Monaghan 1 representative 0.4653% Page146 Sources of Revenue and Expenditures Projedt G rants _ . Drinking Water Sourne — - Prctection $63,20D 2% Program Generated _ Revenue $1r286, ifl0 2e% Municipal Agreements__ 19fi Transfers from reserves $52,725 2% Revenues $1,009,9DO }au,wu 229E 146 Expenditures Operating Levy $i*715,325 38% al Operating levy, ion of Durham $106,900 2% Special Benefiting Mu nicipal AgFeements $1r202r1DD $fi0,000 Drinking 2646 19: Water General Benefiting Source $40,000 — — Capital Eqenditu, s Protection $144,200 igr. $53,200_, 19fi "•� vehicle pool Planning and $�29�000j� Development Services Amortization Of tangA 167o- capital assets $so,000 19: Corporate Services_ + $924,050 2V% Stewardshi ConservaWn Lands $Ma,25O 14% Integrated Watershed Management $569,5w 149: Page147 8 Statement of Revenue and Expenditures KAWARTHA CONSERVATION 2023 Preliminary Budget STATEMENT OF REVENUE AND EXPENDITURES REVENUE Municipal levy Operating Special operating, Region of Durham General benefiting projects Special benefiting projects Transfers from (to) reserves Municipal Agreements CKL, Risk Management Official, Clean Water Act Program Generated Revenue Planning and Development Services Intergrated Watershed Management Stewardship and Conservation Lands Corporate Services Special Projects management Benefiting Projects Drinking Water Source Protection Grants, Durham special projects Grants, CKL special projects Budget Budget Variance to 2022 2023 2022 Budget $ 1,653,325 $ 1,715,325 $ 62,000 123,000 106,900 (16,100) 35,000 40,000 5,000 699,100 1,009,900 310,800 - 62,725 62,725 2,510,425 2,934,850 424,425 60,000 60,000 60,000 60,000 545,800 486,000 (59,800) 50,900 70,400 19,500 333,800 224,950 (108,850) 63,000 86,800 23,800 330,500 417,950 87,450 1,324,000 1,286,100 (37,900) 57,000 63,200 6,200 61,700 80,550 18,850 105,300 141,850 36,550 224,000 285,600 61,600 Total Revenue $ 4,118,425 $ 4,566,550 $ 448,125 EXPENDITURES Operations Planning and Development Services Integrated Watershed Management Stewardship and Conservation Lands Corporate Services Amortization of tangible capital assets Vehicle pool Benefiting Projects General Benefiting, Drinking Water Source Protection General Benefiting Special Benefiting Municipal Agreements CKL, Risk Management Official Operating Expenditures Capital Expenditures $ 771,200 $ 814,200 43,000 686,400 669,550 (16,850) 732,400 649,250 (83,150) 910,325 924,050 13,725 60,000 60,000 - (25,000) (25,000) 3,135,325 3,092,050 (43,275) 57,000 63,200 6,200 35,000 40,000 5,000 866,100 1,202,100 336,000 958,100 1,305,300 347,200 60,000 60,000 60,000 60,000 $ 4,153,425 $ 4,457,350 $ 303,925 144,200 144,200 Total Expenditures $ 4,153,425 $ 4,601,550 $ 448,125 Annual Surplus (Deficit) $ (35,000) $ (35,000) $ (0) Page148 9 Operating Departments Planning and Development Services Planning Planning helps to protect properties against the loss of life, property damage and social disruption, and encourages the responsible management of natural hazard related features, while ensuring compliance with provincial legislation at the local level. Conservation Authorities have been delegated the responsibility of commenting on behalf of the Province of Ontario on planning matters related to natural hazards (Section 3.1 of the Provincial Policy Statement, 2020). In addition, Conservation Authorities provide plan review advice with respect to the health of watersheds including the management of water and natural heritage resources. Permitting Permitting through the Conservation Authority ensures public safety and protection of property from damage caused by natural hazards, protects watershed health by preventing pollution and damage to sensitive environmental areas such as wetlands, shorelines, and watercourses, and promotes long term sustainability of the watershed. Kawartha Conservation administers the Section 28 Regulation of the Conservation Authorities Act. Ontario Regulation 182/06, the regulation of Development, Interference with Wetlands and Alterations to Shorelines and Watercourses regulates development in relation to river and stream valleys, steep slopes, watercourses, floodplains, and wetlands, plus the respective allowances that are associated with each feature. Enforcement Conservation staff are responsible for regular monitoring of development activities impacting on natural regulated features, following up on public and municipal complaints regarding any potential violations and obtaining regulatory compliance through compliance agreements or judicial methods as pertains to Section 28 of the Conservation Authorities Act and associated specific Ontario Regulation 182/06. Page 149 10 KAWARTHA CONSERVATION 2023 Operating Budget PLANNING AND DEVELOPMENT SERVICES Sources of Revenue Municipal operating levy Special projects management Planning and permitting fees Largescalefill permits Muncipal agreement project management, RMO MOU, Haliburton County PLANNING/PERMITTING Expenditures Direct labour Overhead Legal Consulting Fi I I permit compliance costs IMS Records management Flood plain ma ppi ng servi ces Supplies &equipment Professional development Travel Audited Actual Budget Budget Variance to 2021 2022 2023 2022 Budget $ 214,671 $ 225,400 $ 328,200 $ 102,800 43,987 - - - 407,966 367,000 420,000 53,000 18,187 100,000 10,000 (90,000) 6,042 6,000 6,000 - 42,544 72,800 50,000 (22,800) $ 733,396 $ 771,200 $ 814,200 $ 43,000 $ 522,608 $ 599,500 $ 683,000 $ 83,500 41,611 50,900 62,700 11,800 - 5,000 5,000 - - 7,000 30,000 23,000 2,104 60,000 5,000 (55,000) 10,000 10,000 10,000 - 7,074 20,500 1,000 (19,500) 11,821 11,300 11,500 200 1,535 1,500 2,500 1,000 1,813 5,500 3,500 (2,000) $ 598,566 $ 771,200 $ 814,200 $ 43,000 Page 150 11 Municipal Agreement, City of Kawartha Lakes Risk Management Official Clean Water Act, Part IV, Enforcement Purpose Source Water Protection Plan policies are designed in the best interests of a community and are required to be implemented for the long-term protection of safe and healthy drinking water sources. Risk Management Plans and developing the land surrounding water supply systems in a suitable way is required. This is a proactive method of ensuring contamination risks are reduced and expensive clean-up costs can be averted. Benefits A Source Protection Plan helps municipalities save money by creating and implementing a multi -barrier approach to strengthen the protection of municipal drinking water sources. By implementing source protection plan policies requiring a risk management official (RMO), as per the Clean Water Act, threat assessments of groundwater and surface water quality and quantity on a site specific and watershed scale are determined and monitored. These plans and activities directly support the City of Kawartha Lakes specifically in implementation of plan policies requiring a Risk Management Plan and providing information for planning/building applications for development where the activity or land use could impact upon municipal drinking water supplies. Deliverables This project to date has involved the establishment of a risk management office and the development of plans with landowners designed to eliminate risks to municipal water supply systems, as delegated by the City of Kawartha Lakes through agreement. Policies and procedures have been developed to guide implementation activities. Activities in 2023 will continue to focus on the negotiation and establishment of risk management plans, issuing notices to proceed with an activity under the Planning Act and Building Code Act and reporting. Risk Management Plans address various risks to drinking water sources and agricultural uses and residential fuel oil are most common. Risk management plans need to be negotiated with landowners and tenants, which will address threats to community drinking water supply systems. Risk management plans ensure that activities that pose a potential threat to municipal drinking water supply systems are adequately managed, such as by improvements to infrastructure, changes in process and handling of chemicals, and ensuring spill containment measures are in place. Activities of the Risk Management Official are guided by a Project Oversight Committee comprised of public works, planning and building staff, and staff at Kawartha Conservation. Page 151 12 KAWARTHA CONSERVATION 2023 Municipal Agreement Budget .l f t City of Kawartha Lakes Audited Risk Management Official Actual Budget Budget Variance to CLEAN WATER ACT, PART IV, ENFORCEMENT 2021 2022 2023 2022 Budget Sources of Revenue City of Kawartha Lakes, service agreement Expenditures Direct labour In-house expertise Supplies Technology and data management Travel Administration fee $ 41,771 $ 60,000 $ 60,000 $ - $ 35,437 $ 43,500 $ 45,000 $ 1,500 2,610 6,000 6,000 - 100 2,000 2,000 - 128 2,000 2,000 - 64 500 500 - 3,432 6,000 4,500 (1,500) $ 41,771 $ 60,000 $ 60,000 $ - Note: This budget is funded through a municipal agreement and is not considered a part of the municipal general operating levy Page 152 13 Integrated Watershed Management Environmental Information Services Environmental Information Services supports our stakeholders and partners by providing environmental spatial information to assist with decision making across our watershed. As part of this service, we develop maps for both our internal programs and projects and as a service to our external partners. Environmental Monitoring Services We maintain a core watershed monitoring network, including water quality and quantity for both surface and ground water. This enables us to identify issues requiring attention early on, while gauging the effectiveness of current planning practices. Collaboration and the pooling of resources assist with the coordination of program delivery and is key to planning and permitting functions, while combining expertise and experience to ensure consistency and cost efficiency. We partner with provincial ministries, such as the Ministry of the Environment, Conservation & Parks, Ministry of Northern Development, Mines, Natural Resources and Forestry, local volunteer groups, Fleming College, Ontario Technical University, Trent University, local high schools, and agencies such as the Greenbelt Golden Horseshoe Conservation Authority Collaborative — a grouping of 12 Conservation authorities. Flood & Water Level Monitoring Our flood contingency and flood response plans, daily monitoring of water levels and precipitation, assessment of potential flood threats, communication with municipalities and the community, and participation in municipal flood response activities helps support and protect the people and property across the watershed. Flood forecasting and warning is a fundamental responsibility delegated to conservation authorities by the province since 1984. We fulfill this duty by monitoring the water level, precipitation, and watershed conditions. Close collaboration and partnership with federal (Ontario Waterways —Trent Severn Waterway, Environment and Climate Change Canada), and provincial (MNRF, Ontario Hydro) agencies and partner conservation authorities allow for accurate forecast and reliable information which is put in context of the local watershed and provided to the community when flooding concerns are warranted. Page 153 14 KAWARTHA CONSERVATION 2023 Operating Budget INTEGRATED WATERSHED MANAGEMENT Actual Budget Budget Variance to 2021 2022 2023 2022 Budget Sources of Revenue Municipal operating levy $ 498,569 $ 635,500 $ 599,150 (36,350) Special Projects Management 102,158 - - - MNRF transfer payment 24,640 24,600 24,600 - Technical Services fees 5,046 1,000 1,000 - Innovation Hub 10,773 10,000 34,500 24,500 Employment grants 6,778 10,000 10,000 - Climate Changegrant 14,538 5,000 - (5,000) Other grants 300 300 300 - $ 662,800 $ 686,400 $ 669,550 $ (16,850) Expenditures INTEGRATED WATERSHED MANAGEMENT Direct labour $ 508,308 $ 532,700 $ 516,000 $ (16,700) Seasonal labour 16,397 23,200 12,200 (11,000) Overhead 49,226 61,100 62,700 1,600 Supplies & equipment 9,043 15,500 11,000 (4,500) Technology and data management 16,776 14,300 14,200 (100) Professional development 811 4,400 5,900 1,500 Innovation Hub 3,847 4,000 24,000 20,000 Travel 21015 3,000 3,200 200 Oa k Ri dges Mora i ne Al I i a nce 1,250 2,500 2,500 - Surface water monitoring 5,630 6,000 5,000 (1,000) Groundwater monitoring 21105 8,000 8,250 250 Citizen Science Program 8,850 11,700 4,600 (7,100) $ 624,258 $ 686,400 $ 669,550 $ (16,850) Page 154 15 Stewardship and Conservation Lands Conservation Areas Kawartha Conservation owns and manages over 1,300 hectares of natural areas including Ken Reid Conservation Area, Durham East Cross Forest, Pigeon River Headwaters, Windy Ridge / Tuckerman property, Fleetwood Creek Natural Area, and Dewey's Island. Visitors to our Conservation Areas include the public, schools, special interest groups, and tourists. With an estimated 30,000 visits per year, our Conservation areas provide opportunities to relax, discover the natural world and enjoy the many health benefits of being in nature. This program strives to provide a safe and meaningful way for our community to access quality greenspaces. In 2022, our conservation areas appeared in over 760,000 direct searches in Google. Those searches resulted in over 31,000 requests for directions or visits to our website, demonstrating the ongoing popularity and demand for access to green spaces and natural areas. Our properties offer safe opportunities to get active and get outside. Our conservation lands also provide sites to compensate for species or habitat disruption because of development activity to restore these vulnerable habitats in our conservation properties, and by providing expert advice and support for private land restoration projects. This program is initiated by provincial requirements and generates revenue for other programming, improves habitat across Conservation and private lands, and builds relationships between the development industry and the Conservation Authority. Community Engagement and Education Our Community Engagement programs include our geared to curriculum education program, community events, and a variety of community hikes throughout the year. These popular programs were cancelled for the last few years due to the pandemic. With easing restrictions, 2022 saw a return to in person programming and community events. We are preparing to build on the success of 2022 and to continue to deliver these programs on a cost recovery basis in 2023. These activities provide key opportunities to connect with our community and to provide unique ways for people and families to connect with nature in a way that is meaningful for them. The education program is designed to provide a variety of engagement and educational opportunities to all members in our community, and include youth, families, and seniors in the delivery models. We strive to provide excellence in our curriculum and community programs. The goals of conservation education align with our strategic vision and contribute to communities that love, respect, and appreciate our natural environment. Page 155 16 KAWARTHA CONSERVATION 2023 Operating Budget STEWARDSHIP AND CONSERVATION LANDS Audited Actual Budget Budget Variance to 2021 2022 2023 2022 Budget SOURCES OF REVENUE Municipal operating levy $ 200,991 $ 275,600 $ 317,400 41,800 Municipal funds, Region of Durham 81,243 123,000 106,900 (16,100) Special Projects Management 41,184 - - - 323,418 398,600 424,300 25,700 Restoration Management Habitat Compensation projects, cost recovery 105,044 81,000 40,000 (41,000) Project management fees Habitat Compensation 5,205 45,000 34,500 (10,500) 110,249 126,000 74,500 (51,500) Conservation Areas Conservation Area Employment grants 13,405 21,000 18,000 (3,000) Conservation Areas User fees 20,443 2,500 2,500 Conservati on Area s Parkingfees 36,164 32,000 32,000 Conservation Area Agricultural rent 12,962 12,000 12,000 - Reserve funds, Windy Ridge - 3,300 3,750 450 Fleetwood Creek cost recovery 12,551 8,700 8,700 - Property management fees Fleetwood Creek 8,369 7,500 7,500 Property management fees East Cross Forest 47,812 65,800 46,700 (19,100) Donation (Ken Reid Conservation Area) 1,762 10,000 5,000 (5,000) Community Events, Sponsors and Grants - - 10,000 10,000 153,468 162,800 146,150 (16,650) Education 13,244 45,000 4,300 (40,700) $ 600,378 $ 732,400 $ 649,250 $ (83,150) Expenditures Direct labour $ 267,768 $ 300,300 $ 311,000 10,700 Seasonal labour 27,324 57,000 36,000 (21,000) Overhead 33,289 40,700 62,700 22,000 Professional development 1,553 2,000 1,500 (500) Supplies, brochures and publications 14,303 7,200 7,200 - Travel 476 4,100 600 (3,500) Community Events - 10,000 10,000 Education program 550 39,500 1,300 (38,200) Ken Reid Conservation Area 61,947 60,500 49,050 (11,450) Pigeon River Headwaters Conservation Area 5,726 11,000 10,450 (550) Windy Ridge Conservation Area 2,701 3,300 3,750 450 Fleetwood Creek Natural Area 12,551 8,700 8,700 - Dewey's Island - 100 100 Nogies Creek 367 - - Durham East Cross Forest Conservation Area 81,243 123,000 106,900 (16,100) Restoration projects 12,799 65,000 40,000 (25,000) $ 522,594 $ 732,400 $ 649,250 $ (83,150) Page 156 17 KAWARTHA CONSERVATION 2023 Operating Budget SCHEDULE OF CONSERVATION AREAS Audited Actual Budget Budget Variance to 2021 2022 2023 2022 Budget Ken Reid Conservation Area Road and parking lot maintenance $ 23,984 $ 20,000 $ 23,600 $ 3,600 Vehicle usage 1,510 1,800 1,000 (800) Equipment usage 5,090 6,200 5,400 (800) Supplies and small tools 10,168 11,700 10,150 (1,550) Infrastructure repair and maintenance 17,320 17,000 4,000 (13,000) Utilities 3,742 3,200 4,700 1,500 Property taxes 133 600 200 (400) 61.947 60.500 49.050 (11.450) Pigeon River Headwaters Conservation Area Road and parking lot maintenance - 500 500 - Vehicle usage 1,001 800 1,000 200 Equi pment usage 600 1,200 1,200 - Supplies and small tools 687 300 2,350 2,050 Infrastructure repair and maintenance 2,536 6,800 4,000 (2,800) Property taxes 902 1,400 1,400 5,726 11,000 10,450 (550) Windy Ridge Conservation Area Road and parking lot maintenance 1,175 900 850 (50) Vehicle usage 596 800 450 (350) Equipment usage 122 350 200 (150) Supplies and small tools 310 250 1,250 1,000 Infrastructure repair and maintenance - 500 500 - Property taxes 498 500 500 - Fleetwood Creek Natural Area Vehicle usage Equipment usage Supplies and small tools Property management Dewey's Island Travel and equipment 2,701 3,300 3,750 450 559 600 600 - 158 350 350 - 3,465 250 250 - 8,369 7,500 7,500 - 12.551 8.700 8.700 - 100 100 - Page 157 18 KAWARTHA CONSERVATION 2023 Operating Budget SPECIAL OPERATING PROGRAM Region of Durham Audited DURHAM EAST CROSS FOREST CONSERVATION AREA Actual Budget Budget Variance to 2021 2022 2023 2022 Budget Sources of Revenue Region of Durham special and operating levy $ 81,243 $ 106,200 $ 104,200 $ (2,000) Grants and other sources of revenue - - - - Deferred municipal levy - 16,800 2,700 (14,100) $ 81,243 $ 123,000 $ 106,900 $ (16,100) Expenditures Directlabour $ 8,892 $ 20,000 $ 16,000 $ (4,000) In-house expertise 40,430 54,600 37,000 (17,600) Infrastructure and supplies 16,239 23,500 29,000 5,500 Travel 2,093 5,100 4,200 (900) Equipmentusage 891 1,600 2,000 400 Professional development - - 1,000 1,000 Professional services and security 493 2,000 2,000 - Property taxes 4,824 5,000 6,000 1,000 Program administration 7,382 11,200 9,700 (1,500) $ 81,243 $ 123,000 $ 106,900 $ (16,100) Durham East Cross Forest is considered to be an operating program funded solely by the Region of Durham Levy. Page 158 19 Corporate Services Corporate Services supports each of the departments and the organization as a whole by providing administrative support, coordination, policy development and implementation, program direction and development, strategic and business planning and Board support including agendas and minutes. Finance, Budget, Audit This area of business provides financial leadership and support to the organization through financial direction, reporting and management. All accounting processes, financial statements, and audits are conducted and prepared through strict adherence to the Canadian public sector accounting standards. Ongoing scrutiny and analysis contribute to effective and efficient processing, and adherence to applicable legislation. We produce internal financial statements and reports regularly for our leadership team and the Board of Directors. Human Resources, Health & Safety Human Resources provide comprehensive services and advice to all departments in the areas of legislative compliance, recruitment, orientation, on -boarding, talent management, metrics reporting, performance management, employment grants and policies and procedures. Within the Health and Safety function, education and training continue to be a focus to create a culture of safety in our organization. We continue to invest resources to produce an effective and progressive Health and Safety program and ensure compliance with the Occupational Health and Safety Act. In 2023, a Compensation Review will be completed to ensure that our practices are aligned with organizational strategy, to ensure competitiveness to retain and attract top talent and ensure legislative compliance through Pay Equity. Infrastructure, Asset Management, Information & IT Management Assets include land, buildings, information technology infrastructure, vehicles, and equipment. The Corporate Services team provides support in managing, maintaining, replacing, and monitoring risk and liability issues. This business area also includes the management of corporate records involving soft and hard copies along with the proper retention criteria as well as the implementation of the Information Management System (IMS). This system enables timely responses to client requests, helps us to meet MFIPPA obligations, and improves search capabilities. Hardware and software for the computer network, including system support and security, are a function of this division. Through partnership with the Federation of Canadian Municipalities Asset Management Plan Grant, providing 80% of eligible expenditure support up to $32,800, we are in the process of completing an Asset Management Plan and Software Implementation. This project will optimize the use and maintenance of our infrastructure and equipment, leading to cost savings and improved service delivery to the public. This will also help us to prioritize and plan for future investments, identify potential risks, and ensure long-term financial sustainability of the organization and our municipal partners. Corporate Communications Corporate communications ensure organization transparency and accountability to our Board of Directors, Municipal partners, staff, and the watershed community, while representing our organization in a strong, positive manner that is consistent with our vision, mission, and focus. This business area also supports all of our programs, projects and services through the development and implementation of communication plans. Some of the regular services and products provided include: strategic communication guidance, plan development and implementation, media relations, image and brand management, website development and maintenance, and photography management. Page 159 20 KAWARTHA CONSERVATION 2023 Operating Budget CORPORATE SERVICES Sources of Revenue Municipal operating levy Special Projects Management Investment income Donations Grants, wage subsidies and other Expenditures Direct labour Overhead Technology, supplies & equipment Professional services Asset Management Plan Directors travel and expenses Strategic Plan Reports, brochures, publications Professional development Travel Audited Draft Actual Budget Budget Variance to 2021 2022 2023 2022 Budget $ 698,769 $ 847,325 $ 842,650 $ (4,675) 143,179 - - - 12,673 20,000 62,600 42,600 4,048 - 500 500 10,662 43,000 18,300 (24,700) $ 869,331 $ 910,325 $ 924,050 $ 13,725 $ 663,179 $ 816,800 $ 782,000 41,611 50,700 62,700 15,987 22,000 19,500 37,222 12,000 20,000 - - 25,300 230 1,800 7,050 1,029 - - 1,992 525 1,000 3,942 5,500 5,500 144 1.000 1.000 (34,800) 12,000 (2,500) 8,000 25,300 5,250 475 $ 765,336 $ 910,325 $ 924,050 $ 13,725 Page 160 21 KAWARTHA CONSERVATION 2023 Operating Budget a rr_ Schedule of OVERHEAD Audited Actual Budget Budget Variance to 2021 2022 2023 2022 Budget Administration building utilities $ 10,900 $ 12,000 $ 13,000 $ 1,000 Administration building maintenance 18,643 23,000 29,000 6,000 Office equipment supplies, maintenance 1,591 2,500 3,000 500 Telephone & internet 11,977 15,000 14,200 (800) Audit & legal 10,532 21,500 32,500 11,000 Banking & administration fees 4,638 3,000 4,700 1,700 Insurance 40,770 40,000 55,400 15,400 Website hosting, licenses, ecommerce 7,308 9,000 11,000 2,000 Conservation Ontario membership 24,761 26,000 26,000 - Information Technology & Corporate Software 19,412 38,400 46,500 8,100 Human Resources & Safety 15,911 13,000 15,500 2,500 $ 166,443 $ 203,400 $ 250,800 $ 47,400 Distributed to departments: Planning and Development Services 25% $ 50,850 $ 62,700 $ 11,850 Integrated Watershed Management 25% 50,850 62,700 11,850 Conservation Areas 25% 50,850 62,700 11,850 Corporate Support Services 25% 50,850 62,700 11,850 100% $ 203,400 $ 250,800 $ 47,400 Page 161 22 General Benefiting Projects Drinking Water Source Protection Purpose To help implement a multi -barrier approach to strengthen the protection of municipal drinking water sources, through the support of actions required to implement source protection planning. A Source Protection Plan is based on threat assessments of groundwater and surface water quality and quantity. Activities support the Source Protection Committee, Source Protection Authority, and stakeholders in the implementation of the Source Protection Plans. Benefits A multi -stakeholder Source Protection Committee (SPC) which includes representatives from municipal and local stakeholders (agriculture, industry, commerce, environmental, rural and urban property owners) is responsible for the development of an effective and proactive approach to protect municipal drinking water sources. This is completed through policy development detailed in a local Source Protection Plan. The plan uses a preventative planning approach to actively manage development and activities around municipal water supply source areas. Our work has been fully funded by the Ministry of Environment, Conservation and Parks. Background and detail In response to Justice O'Connor's recommendations in the Report of the Walkerton Inquiry, Ontario's Clean Water Act was released in 2006. The Act requires Source Protection Plans be developed on a local watershed basis by a local committee comprised of a variety of stakeholders known as a Source Protection Committee (SPC). The best available science, technical data and local knowledge has been used by the SPC to make decisions in the interest of the long-term protection of safe and healthy drinking water sources. Our local SPC has since developed the terms of reference guiding the overall work, the assessment report (September 2014) identifying the science behind source protection planning, and the source protection plan (effective Jan 1, 2015) outlining the policies to protect water supply. The current challenge is the implementation of the plans, which includes an annual reporting component. The implementation of policies in the source protection plan forms the current phase in the planning cycle. Activities include the update of planning policies (Official Plans, Zoning bylaws), emergency management plans, and the development of risk management plans, which will reduce the likelihood of an activity on the landscape impacting the municipal water supplies. Updates to the assessment report and source protection plan are also slated for 2023. Deliverables • Assist municipalities in the implementation of the Source Protection Plan • Respond to inquiries regarding the plan and deliver communications and education services • Conduct annual reporting requirements specified in the plan • Provide management of source water related information and data • Update assessment report science and plan policy updates as per the Minister -ordered five- year work plan Page 162 23 Digitization of Corporate Records In conjunction with our Information Management System the digitization of these hard copy files will help contribute to faster processing of planning applications and can provide both parties with instant copies of important documents. As technology improves, more and more companies are moving to paperless offices to preserve these documents. Benefits of shifting to digitized documents will allow for easy storage, retrieval, updating and improved access and transport of information. The digitization of corporate records is projected to be an ongoing project to transfer our paper files to a digital format for the next five years. Environmental Monitoring Strategy Implementation In 2022, a 10-year environmental monitoring strategy was endorsed. To achieve the recommendations and actions outlined in the strategy, a financial commitment is required. Over the next 10 years a plan has been laid out to facilitate enhancements each year that focus on upgrading infrastructure to access real time data, enhancing our monitoring network to fill data gaps, and improving environmental information by investing in more recent aerial imagery. In 2023, our priorities include: • Upgrading of 3 existing Provincial Groundwater Monitoring wells to Real Time • Installment 1 of Ortho-imagery Acquisition. Page 163 24 KAWARTHA CONSERVATION 2023 General Benefiting Project Budget DRINKING WATER SOURCE PROTECTION PLAN Audited Actual Budget Budget 2021 2022 2023 Sources of Revenue Regional Transfer funds $ 50,393 $ 57,000 $ 63,200 Expenditures Directlabour $ 35,437 $ 39,300 $ 45,000 In-house expertise 10,300 7,500 7,500 Travel 4,582 500 500 Supplies & equipment - 4,400 4,400 Project administration 74 5,300 5,800 $ 50,393 $ 57,000 $ 63,200 Page 164 25 KAWARTHA CONSERVATION 2023 General Benefiting Project Budget GENERAL BENEFITING PROJECTS Digitization of corporate records Environmental Monitoring Strategy Implementation Website- design/application tracking Apportionment share: City Kawartha Lakes 59.3214 Region of Durham 36.0564 Municipality of Trent Lakes 4.2372 Cavan Monaghan 0.3850 100.0000 Audited Actual Levy Levy 2021 2022 2023 $ 4,502 $ 15,000 $ 15,000 - - 25,000 7,075 20,000 - $ 7,075 $ 35,000 $ 40,000 $ 20,900 $ 23,729 12,478 14,423 1,492 1,695 130 154 $ 35,000 $ 40,000 Page 165 26 Proposed Special Benefiting Projects Region of Durham —Watershed Plan Implementation 2023 Project Purpose This program implements recommendations for high priority objectives identified within the Lake Scugog Environmental Management Plan (endorsed in 2010), Oak Ridges Moraine Watershed Plans (endorsed in 2012), Port Perry Stormwater Management Plan (endorsed in 2014), and the Kawartha Conservation Stewardship Strategy (endorsed by the Board of Directors in 2020). In addition, the Kawartha Conservation Climate Change Strategy (endorsed by the Board of Directors in 2016) recommends a wide range of adaptation and mitigation activities that also support watershed plan implementation. The maintenance of a healthy aquatic environment, recreational opportunities, and attractive waterfront area, with enhanced stormwater management, are important to the economic and social well-being of Lake Scugog and the Port Perry area. Implementation activities are geared to the improvement of water quality and the sustainability of natural heritage features. They are categorized into major groupings of activities as identified below: • Stewardship and Natural Heritage • Scugog Water and Terrain Environmental Restoration (WATER) Fund • Water Quality Monitoring • Lake Scugog Enhancement Project Stewardship and Natural Heritage Urban Deliverables include: The Port Perry urban landscape is largely hardened surfaces that promote faster moving storm runoff and reduces the ability for the land to absorb water. The Urban Stewardship program is designed to help protect our urban communities by providing low impact development solutions at the lot level. Working with private landowners and the landscaping community, Kawartha Conservation will deliver a program designed to support private landowners looking to retrofit their properties including scalable templates for urban rain gardens and support for a variety of options to suit landowners with varying capacity for implementation. Deliverables for 2023 include: Urban Tree Planting on Municipal Property On -Site landowner Consultations for Low Impact Development or Runoff management projects Implementation of permeable pavement pathway near the boat launch (delayedfrom 2022) Rural Agriculture Deliverables Include: Farmland makes up 50% of the Kawartha watershed and is particularly important in sustaining our rural communities, with agriculture and healthy lakes being the two pillars of our vibrant local economy. This program works directly with the farming community to provide a range of technical services and incentives to assist farmers in practicing beneficial farmland management to improve groundwater and surface water quality. Page 166 27 Deliverables for 2023 include: Collaboration and consultation with commodity groups across the region On -site landowner consultations and support to connect them with other cost sharing program opportunities On -site landowner consultations to support Scugog WATER Fund applications and project opportunities Shoreline Deliverables Include: The majority of shoreline around Lake Scugog is privately owned. With this sensitive area having a considerable influence on surface water quality, the daily actions of these landowners are important to ensuring the ability for our community and tourists to enjoy the lake. The Shoreline Stewardship Program works with private landowners to provide an array of technical supports to encourage better land management decisions and actions. Deliverables for 2023 include: On -Site landowner Consultations on shoreline related restoration projects Implementation of a restoration plan for Rotary Trail Park Scugog WATER Fund Since 2007, Kawartha Conservation has worked in partnership with the Township of Scugog, local landowners and businesses to deliver the Scugog Water and Terrain Environmental Restoration (WATER) Fund. To date we have assisted with over 290 water quality improvement projects on private properties and leveraged over $1 Million in landowner contributions. Deliverables for 2023 include: • Provide seed funding grants to private landowners to support water quality improvement projects that align with our stewardship outreach programs and the various management plan recommendations • Continue to expand our reach to embrace rural non-agricultural landowners with pilot project seed funding that improve water quality and incorporate climate change adaptation recommendations • Continue to provide support for community and private urban projects that improve water quality and incorporate climate change adaptation recommendations at the lot level • Report on Implementation successes to community stakeholders, municipal partners, and other agencies • Minimum 50% match from landowners Water Quality Monitoring Upstream Investigative Water Quality Examination The intention of the upstream investigative program is to reduce the data gaps by performing more comprehensive water quality and quantity data collection (more sites on one stream) in a specific area in order to identify causality of water quality degradation and plan for remediation or restoration efforts through our stewardship department. This program includes comprehensive water chemistry and flow data being collected simultaneously to achieve accurate nutrient loading calculations. The information gathered will serve to identify specific stewardship priorities and areas for actions / improvements. Data collection is performed monthly during the ice -free period of May — November. A report will identify findings and provide recommendations for Page 167 28 stewardship prioritization. Ongoing data analysis will identify changes across time. • Produce a final report for the Layton River on the past 3 years of monitoring • Continuation of monitoring on 2 streams, East Cross Creek and Blackstock Creek (Year 2 of 3) • 11 sites beingsampled in total • 6 rounds of sampling (3 high flow and 3 low flow events) • Water quality and discharge rates (flow volumes) • Data maintenance, analysis and report writing Watershed Quality Monitoring - Lake Scugog and Major Oak Ridges Moraine Tributaries The Lake Scugog Environmental Management Plan (LSEMP) identified recommendations for ongoing monitoring and the identification of 'hot spots' and data gaps. Research and monitoring activities conducted for watershed planning purposes provided detailed baseline information on water quality and quantity for Lake Scugog and watershed tributaries. This annual project maintains a basic level of monitoring, providing a basis for evaluating implementation activities for future stewardship priorities, and providing recommendations for land use planning. • 14 sites across Lake Scugog and its watershed (6 lakes and 8 tributary sites) • 6 rounds of sampling on the lake • 7 rounds of sampling on tributaries In addition to the research and monitoring activities in 2023, we will collaborate with the Scugog Lake Stewards to implement the Lake Scugog Festival. This event aims to provide environmental education and awareness to Lake Scugog during the month of August. Lake Scugog Enhancement Project The purpose of this project is to provide technical and project management support to the Healthy Lake Scugog Steering Committee with a project to revitalize Port Perry Bay. Proposed strategies involve a combination of activities such as dredging, creating a berm and constructed wetland to improve urban storm water treatment, and aquatic plant harvesting. These activities will involve environmental assessment processes, public input, and permitting. A contract was awarded to GHD Consulting to investigate options, develop a project plan, and conduct the public consultation process. A draft conceptual design was unveiled in 2016 for public review and input, along with a subsequent open house in late 2017. Work is being undertaken by GHD in response to recommended project refinements and amendments as part of the ongoing permitting processes with external regulatory organizations in conjunction with our support for managing the project as provided below. • Provide ongoing science and technical support in addition to project management services, in collaboration with the Township of Scugog. • Oversee GHD to provide detailed final conceptual preferred design • Work through agency comments on submitted permits and applications including: o Municipal Class Environmental Assessment file o Basic Impact Assessment for Parks Canada o DFO fish offsetting plan and 'In Water Works' permit from Parks Canada for DFO offsets • Installation of 2 Oil Grit Separators within the Town of Port Perry • Review of project deliverables and reports Page 168 29 KAWARTHA CONSERVATION 2023 Preliminary Special Project Budget SPECIAL BENEFITING PROJECTS Region of Durham WATERSHED IMPLEMENTATION PROJECTS Audited Actual 2021 Budget 2022 Budget 2023 Sources of Revenue -Stewardship programs Special projectfunding, Region of Durham $ 59,252 $ 64,400 $ 65,800 $ 59,252 $ 64,400 $ 65,800 Expenditures -Stewardship programs Direct labour $ 24,738 $ 31,500 $ 32,900 In-houseexperti se 6,305 4,000 4,600 Supplies & professional fees 1,661 2,000 1,600 Landowner grants 20,895 20,000 20,000 Travel and equipment 265 800 700 Project administration 5,387 6,100 6,000 $ 59,252 $ 64,400 $ 65,800 Sources of Revenue -Science and Technical Special projectfunding, Region of Durham $ 70,000 $ 77,600 $ 78,300 Deferred project funds 4,020 12,800 42,700 ScugogLakeStewards 15,430 7,200 1,600 Grants, employment - 2,000 2,000 $ 89,449 $ 99,600 $ 124,600 Expenditures -Science and Technical Direct labour 9,110 11,500 18,400 In-houseexperti se 23,310 24,700 21,200 Lake Scugog Enhancement Project 32,209 27,200 37,800 Supplies & professional fees 3,162 4,000 3,800 Travel and equipment 3,800 6,300 6,800 Lab costs 9,722 16,800 25,200 Project administration 8,137 9,100 11,400 $ 89,449 $ 99,600 $ 124,600 PROJECT EXPENDITURE TOTAL $ 148,701 $ 164,000 $ 190,400 Total Municipal Special Project Levy $ 129,252 $ 142,000 $ 144,100 Page 169 30 Region of Durham — Watershed Planning 2023 Project Purpose This project will help the municipality conform to provincial planning guidance related to watershed resources management (e.g., Provincial Policy Statement, Growth Plan, Greenbelt Plan, Oak Ridges Moraine Conservation Plan, etc.) and will also contribute to more efficient processing of Planning Act applications. Several recommendations to fill data gaps in features mapping within Durham Region were made in recent published reports such as Durham Watershed Planning Project, Provincial Conformity of Watershed Plans and Water Resources System (Kawartha Conservation, 2020). Updating this information will assist with more efficient processing of Planning Act applications and land use planning activities for the Region. This 1-year project will address the following recommendations: ■ Update the delineation of key hydrologic features and areas on a routine basis, particularly in areas with rapidly changing land use or areas that are scheduled for future development ■ Fill gaps in current information with respect to fish habitat, particularly with respect to the location of coldwater fish habitat ■ Fill gaps in current information with respect to sand barrens, savannahs, and tallgrass prairies ■ Centralize information in a digital manner (e.g., using geographic information systems), and make available to all local planning authorities through an easy -to -use mapping tool Deliverables for 2023 include: • Confirm the location of 19.1 km of perennial and intermittent streams within the Port Perry urban boundary, through field verification of drainage pathways • Confirm the location of coldwater fish habitat through field sampling areas that are 'likely supporting coldwater habitats' but are not currently mapped • Identify the location of sand barrens, savannahs, and tallgrass prairies through aerial imagery interpretation • Routine updating of mapping tools to include most up-to-date information related to water resources, natural heritage, and watershed planning data Page170 31 KAWARTHA CONSERVATION 2023 Preliminary Special Project Budget SPECIAL BENEFITING PROJECTS Region of Durham WATERSHED PLANNING Audited Actual Budget Budget 2021 2022 2023 Sources of Revenue Special projectfunding, Region of Durham $ 26,237 $ 28,600 $ 27,300 Expenditures Di rect I a bou r $ - $ 3,000 $ 5,300 In-houseexperti se 22,295 21,000 16,200 Supplies & professional fees 1,309 1,800 500 Travel and equipment 248 200 2,800 Project administration 2,385 2,600 2,500 $ 26,237 $ 28,600 $ 27,300 Page 171 32 City of Kawartha Lakes - Lake Dalrymple Management Plan Project Purpose The primary purpose of this project is to work collaboratively with lake stakeholders towards obtaining a better understanding of the pressures on the lake and to determine priority management activities. 2023 is year three of a four-year project and builds on several accomplishments in year one, which included the establishment of a 10+ member Community Working Group, comprehensive water quality and quantity monitoring program, project website and numerous social media interactions. The planning process involves science -based lake and watershed studies, in conjunction with strategic partnerships across all areas of interest to facilitate plan development and implementation. Comprehensive monitoring of water quality, water quantity, and land use parameters will be undertaken over multiple years. This allows us to develop baseline documentation — or 'state of the lake' — as the foundation for developing management recommendations. Deliverables for 2023 include: • Continuation of Lake Working Group to help focus priority management recommendations • Continuation of water quality and quantity monitoring to help capture "average" and "atypical" conditions • Continuation of communications initiatives to increase profile of project, capture local issues and opportunities, and to disseminate lake health and management recommendations information • Routine updating of Lake Dalrymple webpage and data dashboard. This includes posting up-to-date information on: Working Group meeting minutes and presentations, Open House presentations, available technical reports, and key findings of our monitoring efforts. Page 172 33 KAWARTHA CONSERVATION 2023 Special Project Budget City of Kawartha Lakes LAKE MANAGEMENT PLANS, Budget Budget Lake Dalyrmple 2023 2024 Sources of Revenue Special project funding, City of Kawartha Lakes Expenditures Direct I a bour I n-house expertise Supplies Lab fees Travel and equipment Project administration $ 69,300 $ 62,700 $ 11,600 $ - 33,600 51,000 2,100 2,000 8,800 2,500 6,900 1,500 6,300 5,700 $ 69,300 $ 62,700 Page 173 34 City of Kawartha Lakes - Lake Management Plan Implementation 2023 Project Purpose Implementation of the Lake Management Plans is important to our local economy, the attractiveness of the area for tourism and to the continued growth of our communities that have developed around our lakes and rivers. Building on the momentum established through early implementation, Kawartha Conservation and the Implementation Task Force developed a 5-year Implementation Action Plan to improve the appeal of our lakes as an engine for economic growth. In June of 2018, the Implementation Action Plan was approved by the City of Kawartha Lakes Council. The preferred options provided here address the greatest common concerns expressed by residents throughout the City and proposes science -based solutions to address these concerns. The programs are broken into five areas as outlined in the Action Plan. They are as follows: • Incentive Grant Program • General Program • Shoreline Program • Urban Program • Rural Program Incentive Grant Program Community Grant Program Grassroots organizations play a critical role in the implementation of the Lake Management Plans. The Community Grant program provides support to local groups so that they are empowered to act towards the implementation of the Lake Management Plan recommendations specific to their community. Since 2019, this program has leveraged more than $122,000 in committed community investment through volunteer and fundraising efforts. Deliverables for 2023 include: • $15,500 in grants available for a 50/50 match • Community planting projects • Aquatic plant management projects • Community engagement projects • Implementation of other LMP recommendations • Leverage additional investment of $15,000 in external support • Return on investment of 100% Landowner Incentive Fund Provides seed funding for private land stewardship to landowners looking to undertake key projects that improve water quality through the implementation of high priority recommendations from the Lake Management Plans. Since 2019, this program has leveraged more than $490,000 in committed landowner investment in beneficial management practices. Deliverables for 2023 include: • $45,000 in grants available for: o Agricultural Best Management Practices o Septic upgrades o Rainwater harvesting o Shore and stream side plantings o Low impact development solutions Page 174 35 o Well decommissioning/upgrades Leverage additional investment of $150,000 in external support Return on investment of 333% General Program Implementation Oversight & Coordination A key component of the Implementation Action Plan is collaboration among community groups and institutions already active on the lake. This program will ensure that collaboration continues between multiple partners at various levels to make sure that projects and programs within partner agencies include actions recommended with the Lake Management Plans. It will also support grass roots organizations that are looking for support in identifying and implementing high priority actions. A key component of this program in 2023 will be the development of the next 5-year strategy that will come to City Council for endorsement in 2023. This updated plan will outline the next five years of implementation priorities and goals. Deliverables for 2023 include: • Coordinate 3 Advisory group meetings • Collaborate with Lake Associations, and other communitygroups • Produce an annual report on implementation success • Report on Implementation successes to community stakeholders, municipal partners, and other agencies • Promote the Implementation Action Plan and Community Grant Program to partner groups, agencies, and individuals throughout the City of Kawartha Lakes • Draft an update to the Implementation Action Plan for 2024 — 2029 based on previous accomplishments, emerging trends, and priority actions • Preparations for the International Plowing Match in 2024 • Return on Investment of 16% Sediment and Erosion Control Planning Better erosion and sediment control management is a priority recommendation in all Lake, Watershed, and Storm Water Management Plans to address this significant threat to the health of local lakes and connecting waters. The purpose of this project is to increase local expertise and application of erosion and sediment control standards when reviewing, undertaking, and inspecting development and site alteration projects. Training and expert resource materials will be learned, provided to, and shared among staff at municipalities, Kawartha Conservation, and local contractors. Release of materials from construction/development sites to local watercourses can have significant long-term impacts, including filling in shallow areas, smothering fish habitat, water pollution, and poor aesthetics, among others. Deliverables for 2023 include: • Enhanced staff skills including certification by CISEC (Certificated Inspector of Sediment and Erosion Control). • Attendance at TRIECA (industry conference among subject experts). • Coordinated site visits to local construction sites. • Host 2 training webinars in partnership with STEP (Sustainable Technology Evaluation Program) on Erosion Sediment Control fundamentals and application for construction projects. • Organize an annual workshop in partnership with local experts and contractors Page 175 36 Rural Program Agricultural Stewardship Farmland makes up nearly 50% of the Kawartha watershed and is particularly important in sustaining our rural communities, with agriculture and healthy lakes being the two pillars of our vibrant local economy. This program works directly with the farming community to provide a range of technical services and incentives to assist farmers in practicing beneficial farmland management to improve groundwater and surface water quality. Deliverables for 2023 include: • Collaboration and partnerships with agricultural commodity groups • On -farm consultations to develop and support project implementation • Collaboration with the East Central Farm Stewardship Collaborative • Collaboration with the Peterborough chapter of ALUS • Implementation of 4 natural buffer demonstration sites on local farms • Coordination of a demonstration tour for local producers in the fall • Leverage an additional $82,400 in funding support • Total Return on Investment of 400% Investigative Upstream Monitoring The Investigative Upstream Monitoring program will reduce existing data gaps by providing qualitative and quantitative data. This data will be invaluable to allowing Kawartha Conservation to identify problem areas and establish remediation and restoration options moving forward. The City of Kawartha Lakes Lake Management implementation plan is a result of recommendations made from the lake management planning process for Sturgeon, Balsam, and Cameron and Pigeon lakes. These recommendations include the identification of 'hot spots' or problem areas (i.e. high nutrient concentrations, reduced forest cover, impaired riparian zones). Deliverables for 2023 include: • Continuation of monitoring on Janetville Creek, Stoney Creek and Sucker Creek (Year 2 of 3) in collaboration with Trent University • Kawartha will undergo routine monitoring, while Trent University will sample during extreme events • Sampling 12 sites in total for water quality and flow 8 times a year • Parameters include nutrients (phosphorus & nitrogen, total suspended solids, chloride) As an extension to the upstream monitoring program, in 2023 we will also focus on rural streams that discharge into the Scugog River. The Scugog river is important watercourse as it is a transition between Lake Scugog and Sturgeon Lake, not to mention, it is relied upon for drinking water for the most populated area in City of Kawartha Lakes region. Deliverable for 2023 Include: • We will sample the outlet of Distillery, Sinister, Jennings and Albert Creeks for water quality, flow and benthic communities • Twice a month sampling from April -November • Parameters include nutrients (phosphorus & nitrogen, total suspended solids, chloride) • Explore innovative approaches to sample by using conductivity loggers, an autosampler and siphon samplers, to help capture high loading events (rain events) without staff Page 176 37 Shoreline Program Aquatic Plant Control Waterfront residents need practical approaches for controlling nuisance aquatic plants along their shoreline. Aquatic plant management is a priority recommendation in the majority of completed lake management plans. The proliferation of aquatic plants can have significant effects on the enjoyment, perception of water quality, and sustainability of the lakes. Aquatic thrusters are an emerging aquatic plant control method being used by landowners even though it is not currently a recognized activity by regulating agencies who require permits to be issued for their use. This proposal is a 4-year project to study the degree to which aquatic thrusters impact the growth of nuisance aquatic plants, and evaluate the effect on physical, chemical, and biological parameters of nearshore waters. 2023 is year 4 of the project. The viability of using thrusters is being tested to understand the return more clearly on investment of using thrusters. We are working in a research collaborative with Parks Canada, Carleton University, Ontario Tech University, University of Ottawa, and Rideau Valley Conservation Authority to scientifically test the impacts and effectiveness of thrusters on controlling plant populations along the nearshore environment of lakes. The results will inform Parks Canada and other regulatory agencies on the potential use of these aquatic thrusters for controlling aquatic plants. Deliverables for 2023 include: • Regular check -in meetings with Research Collaborative on project implementation status. • Lead the 'Technical Equipment' component of the project, which includes securing, testing, installing, and maintaining 6 aquatic thrusters and associated equipment on six shorelines total on two lakes (Scugog and Canal). • Assist Research Collaborative with securing 6 private shoreline properties (3 on Scugog, 3 on Canal) on which to install aquatic thrusters. • Finalize technical report on Kawartha Conservation's Aquatic Thruster pilot project. Shoreline Stewardship The Shoreline Stewardship Program works with private landowners to provide an array of technical supports to encourage better land management decisions and actions. Most shoreline properties in the City of Kawartha Lakes are privately owned. With this sensitive area having such a large influence on surface water quality, the daily actions of these landowners impact the ability for our community and tourists to enjoy our lakes. Deliverables for 2023 Include: • On -site Shoreline consultations with landowners • Watershed Welcome program in partnership with Real Estate Professionals and KLEAC • Native Plant sale to empower landowners to act • Septic management information for private landowners Urban Program The Urban Stewardship program helps to protect our urban communities by providing low impact development recommendations at the individual property level. Much of our urban landscape is hardened surface that promotes faster moving storm runoff and reduces the ability for the land to absorb water. We work with private landowners and the landscaping community to develop a program Page 177 38 for retrofitting existing properties including a variety of options to suit landowners with varying capacity for implementation. Deliverables for 2023 include: • On -site landowner consultations • Development of rain garden templates and manuals available on our website • Implementation of lot level stormwater feature as part of new development model homes • Consult and partner with local landscaping professionals to develop feature landscape plans • Leverage investment of $5,300 • Return on investment of 46% Page 178 39 KAWARTHA CONSERVATION 2023 Special Project Budget City of Kawartha Lakes LAKE MANAGEMENT PLANS, IMPLEMENTATION Sources of Revenue -Stewardship programs Special project funding, CKL Deferred revenue Grants, Federal Grants, Provincial Fees for service Expenditures -Stewardship programs Audited Actual Budget Budget 2021 2022 2023 $ 93,589 $ 157,800 163,200 - 105,000 77,800 21,417 53,400 - 95,128 8,400 68,900 - 2,000 7,000 210,134 326,600 316,900 Direct labour 55,919 123,000 117,500 In-house expertise 40,520 66,300 44,000 Supplies and events 9,269 18,200 18,500 Landowner grants 33,572 66,000 55,500 Contractor and consulting services 50,604 20,000 48,500 Travel and equipment 1,147 3,400 4,100 Project administration 19,103 29,700 28,800 210,134 326,600 316,900 Sources of Revenue -Science and Technical Special project funding, CKL 61,700 121,200 128,950 Deferred projectfunding 48,485 - 24,250 Employment grants - 2,000 2,000 Grants, fees, sponsors 38,463 5,000 5,000 148,648 128,200 160,200 Expenditures -Science and Technical Direct labour 11,963 8,400 14,100 Sti pends 17,000 10,000 10,000 I n-house experti se 65,315 61,800 67,300 Suppl i es 18,377 13,500 11,400 La boratory fees 15,539 17,000 24,000 Travel and equipment 61940 5,800 18,800 Project administration 13,513 11,700 14,600 148,648 128,200 160,200 PROJECT TOTAL $ 358,782 $ 454,800 $ 477,100 Total Municipal Special Project Levy $ 155,289 $ 279,000 $ 292,150 Page 179 40 Municipality of Trent Lakes — Flood Plain Mapping Studies Purpose The objective of these studies is to update flood plain mapping along two stretches of rivers in the Municipality of Trent Lakes, using new hydrologic and hydraulic models based on the latest ground survey, future land -use conditions, topographic maps, aerial photography, and provincial guidelines. The updated flood plain mapping will allow communities, municipalities, and Kawartha Conservation staff to make informed decisions about future land use and identify flood hazard reduction opportunities within the region. Background and detail One of the core responsibilities of Conservation Authorities is to advise on improvements or help mitigate flood risks within the watershed; which can be partially achieved through up-to-date and refined data. To do this, flood plain mapping study models (a digital representation of the study area) are created using information collected for the study such as LIDAR, survey data, soil type and land use types. These studies help synthesize representations of what the landscape is like and how excess water volume will be displaced during large storm events within the watershed. Ultimately the model produces a flood line that can be used to create flood hazard mapping. This model will also help inform consultants and other engineers produce updated mapping for safe future development within or adjacent to flood plains. In an effort to achieve this core responsibility, Kawartha Conservation is partnered with Municipality of Trent Lakes to provide studies along the Miskwaa Ziibi River and Nogies Creek, which is being funded through the Federal Flood Hazard Identification and Mapping Program (FHIMP) and managed by the Ministry of Natural Resources and Forestry (MNRF). The Miskwaa Ziibi River is approximately 32 km long and flows south into Little Bald Lake. It has a watershed area of approximately 200 square kilometers. Most properties of concern are located at the south end of the Miskwaa Ziibi river. There are approximately 200 residential properties that are assumed to be within the flood plain. This mapping will help identify which properties are at risk along the east and west side of the Miskwaa Ziibi River. Nogies Creek is approximately 6.5 km long and flows south into Pigeon Lake. It has a watershed area of approximately 200 square kilometers. Most properties of concern are located at the southern half of Nogies Creek. This Creek has approximately 200 residential properties that are assumed to be within the flood plain. This mapping will help identify which properties are at risk along the east and west side of Nogies Creek. Deliverables • Attend quarterly coordination meetings; • Provide management of flood plain related information and data; • Prepare progress reports for March 1, 2023 (completed) and September 1, 2023; • Provide Flood Plain Mapping Technical Report by March 1, 2024, outlining the findings for each study; and, • Assist in the implementation of planning decisions. Page 180 41 KAWARTHA CONSERVATION 2023 Special Project Budget avalft Municipality of Trent Lakes Budget Budget Forecast FLOOD PLAIN MAPPING SERVICES 2023 2024 Sources of Revenue Special projectfunding, Trent Lakes Deferred revenue, transfers from (to) Expenditures Direct labour In-house expertise Supplies and materials Contractor and consulting services Travel and equipment Project administration PROJECT TOTAL $ 273,000 - (22.700) 31.200 $ 250,300 $ 31,200 $ 8,500 $ - 58,600 24,800 3,000 - 152,400 - 5,000 - 22,800 6,400 $ 250,300 $ 31,200 Page 181 42 Proposed Joint Special Benefiting Projects City of Kawartha Lakes and Region of Durham -Tree Planting Program Tree planting within the watershed is a key deliverable of the 2020 Stewardship Strategy which outlines the need for increased forest cover across the watershed. Municipal guidance indicates a desired 30% tree canopy to help address the impacts of climate change. To achieve this coverage will require multiple organizations working together to support private landowners in rural and urban areas. Kawartha Conservation has focused programs to support private landowners including participating in the 50 Million Tree program, the Forest Recovery Program, and through over the counter tree seedling sales. Urban tree planting is encouraged through our TD Tree days work and in partnership with our municipal partners to identify public space that would benefit from increased canopy coverage. These programs provide incentives that support for tree planting projects on private and public properties. Tree planting through these programs also supports the implementation of the Implementation Action Plan as well as Protect and enhance our tree canopy; both highlighted in the City of Kawartha Lakes 2020-2023 Strategic Plan. This new program is heavily invested in by Forest Ontario, Highway of Heroes, and the private landowner. Program benefits and value include: • On -site Landowner consultations • Survival assessments of previous planting sites • Development of planting plans to support canopy growth • Planting of private land • Over the counter tree seedling sales • Urban tree planting projects • Leveraged external funding of $118,140 • Return on Investment of 170 Page 182 43 KAWARTHA CONSERVATION 2023 Preliminary Special Project Budget JOINT SPECIAL BENEFITING PROJECTS Region of Durham City of Kawartha Lakes Audited Actual Budget Budget WATERSHED IMPLEMENTATION PROJECTS 2021 2022 2023 Revenue Deferred Revenue, Region of Durham $ 21,105 $ 19,750 $ 17,000 Special projectfunding, City of Kawartha Lakes 19,745 37,750 34,800 Region of Durham, climate changefunding 9,000 18,000 18,000 Productsales 19,838 20,000 27,000 Gra nts, Provi nci a 1 11,526 18,500 55,500 Grants, other 10,000 17,800 4,000 Fees for service 7.399 12.700 31.400 Expenditures Direct Labour I n-house expertise Supplies Project Contra ctor Travel and equipment Project administration $ 98,614 $144,500 $187,700 $ 43,309 $ 72,100 $ 76,000 10,740 4,000 9,100 8,965 39,400 57,000 7,624 14,000 26,000 27,201 1,800 2,500 775 13.200 17.100 $ 98,614 $ 144,500 $ 187,700 Page 183 44 Capital Expenditures Asset Management Software Implementation As part of our initiative to implement an Asset Management Plan, a supporting software is being invested in to manage our assets in accordance with Public Sector Accounting Standards. The investment in this software is treated as a Tangible Capital Asset. The software will allow us to maintain and modify our Asset Management Plan, conduct Capital Forecasts, amortization, net book value reports and other analysis. Strategic Link(s): Innovate and Enhance - Continue to drive positive change as an industry leader in business and environmental best practices. Off -leash Dog Park Fencing As part of our efforts to ensure the community has a positive experience at our Conservation Areas, the fencing around the perimeter of our Off Leash Dog Park will be implemented in 2023. Ongoing challenges with dogs escaping the enclosure puts visitors and animals at risk. Improving the fence will address user concerns and ensure a safe experience for park users and reduce unexpected challenges associated with dogs escaping the enclosure. Strategic Link(s): • Engage and Inspire — Maintain and enhance our Conservation Areas to provide healthy outdoor experiences. Pigeon River Headwaters Conservation Area Vehicle Bridge In 2022, we launched the re -opening of the Pigeon River Headwaters Conservation Area after the installation of a pedestrian bridge. The maintenance of the trails at this Conservation Area requires an ability to get equipment over the Pigeon River as well. The existing vehicle bridge was installed in the late 1980s and has had some upgrades over time to prolong the life of the bridge. At present, this bridge is not structurally sound enough to take many pieces of equipment over the bridge safely. To ensure the safety of our property, an upgrade to this bridge is required so that we can get mowers, and other vehicles safely across. Strategic Link(s): • Engage and Inspire — Maintain and enhance our Conservation Areas to provide healthy outdoor experiences. Equipment Purchase, City of Kawartha Lakes Special Project The Investigative Upstream project will extend its monitoring in 2023 to include the rural streams discharging into the Scugog River. We will focus our monitoring on both water quality and quantity. To ensure we capture all high flow events, we will be installing an auto sampler, which captures water quality samples triggered at selected time intervals along a rainfall event or at water levels observed in streams. This innovative technology will help to reduce travel time and staff visits to sites and increase the number of samples that can be collected. The purchase of a data logger will allow us to monitor water levels and volume continuously at a given location along the stream. Conductivity data loggers will record chloride concentrations which will help to identify impacts on how salt usage is impacting our watercourses and help implement best management practices. Page 184 45 Strategic Link(s): • Protect and Restore - Implement, update, and adapt Lake Management Plans to address emerging issues. • Protect and Restore - Provide data -driven recommendations to advise on water resource issues. • Protect and Restore — Track key environmental trends impacting the watershed and report on results at least every 3 years. Building Infrastructure Initiatives We are proposing a number of infrastructure improvements be included in the 2023 budget. These improvements include: • Security improvements and expansion for owned buildings to update our security system with remote management capabilities to increase visibility and security along with expanding coverage to vulnerable areas. • Replacement of our front door to provide a barrier free path of entry for visitors. Additionally, the current front door is outfitted with an aging residential inward swinging door without a panic escape. With replacement to a commercial door, we will increase accessibility for visitors, reduce liability and save on energy with a door with higher R-Value. • Purchase of two stand/sit desks that will be available to staff as shared desks. The desks will provide employees with the option to stand or sit while they work, promoting better posture and reducing sedentary posture whilst improving employee morale. • Replacement of aging furniture and fixtures within the building that are failing or nearing increased failure rates. Strategic Link(s): • Innovate and Enhance - Continue to drive positive change as an industry leader in business and environmental best practices. • Protect and Restore - Ensure the safety of people, property, and public infrastructure. Vehicle Replacement Our current vehicle fleet is aging and requires replacement. Two vehicles have been pulled from circulation for auction (2005 Pontiac Vibe with 300,OOOkm and 2006 Toyota Matrix with 300,OOOkm) as the investment to continue operating is exponentially increasing. We anticipate that a third vehicle (2006 GMC Sierra), may be disposed this year. We are planning to replace one vehicle this year with a hybrid or electric option, if available and within budget. Additionally, we are piloting a short-term leasing program for the field season to determine if our fleet can be supplemented with short term leases to reduce the owned fleet requirements and large capital outlays required. Strategic Link: • Innovate and Enhance - Increase efficiency and effectiveness of service delivery. • Climate Change Strategy. Page 185 46 KAWARTHA CONSERVATION 2023 Preliminary Capital Expenditures Budget CAPITAL EXPENDITURES 2023 Sources of Revenue General Levy $ 45,875 Transfers from (to) reserve 62,725 Special Benefitting Levy, City of Kawartha Lakes, Deferred 30,200 Federal Grant, Asset Management Plan 5,400 144,200 Expenditures Asset Management Software Implementation $ 7,500 Building Infrastructure Initiatives 32,000 Howlers Corners Fencing 24,500 Pigeon River Car Bridge 5,000 Equipment Purchase, City of Kawartha Lakes Special Project 30,200 Vehicle Replacement 45,000 $ 144,200 Page 186 47