Loading...
HomeMy WebLinkAboutFSD-011-25Staff Report If this information is required in an alternate accessible format, please contact the Accessibility Coordinator at 905-623-3379 ext. 2131. Report To: General Government Committee Date of Meeting: April 7, 2025 Report Number: FSD-011-25 Authored by: Michelle Pick, Accounting Services Manager, Deputy Treasurer Submitted By: Trevor Pinn, Deputy CAO/Treasurer, Finance and Technology Reviewed By: Mary-Anne Dempster, CAO By-law Number: Resolution Number: File Number: Report Subject: 2024 Annual Statement of Development Charges, Cash-in-Lieu - Parkland and Building Permit Reserve Funds Recommendation: 1.That Report FSD-011-25, and any related delegations or communication items, be received for information. Municipality of Clarington Page 2 Report FSD-011-25 Report Overview This report is prepared to comply with the reporting requirements of the Development Charges Act, 1997, Planning Act, 1990 and Building Code Act. 1. Background 1.1 The Municipality is required through various acts and regulations to report annually to Council on the reserve funds established for Development Charges, Cash -in-Lieu of Parkland and Building Permits. 1.2 Prior to 2025, these reports were separate. As they are mainly informational, and to streamline processes starting with the 2024 annual reporting period they will be consolidated into one report. 2. Development Charges General 2.1 In accordance with the Development Charges Act, 1997, section 43 the Treasurer is required to report to Council on financial information related to the development charges by-law and reserve funds. 2024 Annual Report 2.2 Attachment 1 - Schedule A - attached shows the activity in the Development Charges Reserve Funds for the year ended December 31, 2024, including opening and closing balances. 2.3 Attachment 2 - Schedule B - attached shows capital projects which were funded for the year ended December 31, 2024, with development charges. The table shows the total expenses, development charge financing and non-development charge financing. 2.4 Attachment 3 - Schedule C - attached shows operating expenses which were funded for the year ended December 31, 2024, with development charges. The table shows the total expenses, development charge financing and non-development charge financing. 2.5 Attachment 4 - Schedule D - attached shows projects which have been previously approved by Council through resolution or prior years’ budgets. The amount committed relates solely to the development charges portion. 2.6 This statement is compliant with subsection 59.1(1) of the Development Charges Act, 1997. Municipality of Clarington Page 3 Report FSD-011-25 2.7 A total of 23 capital fund (2023 – 26) and 11 (2023 – 8) operating fund projects have been financed by development charges. 2.8 The Municipality collected $3,720,274 in municipal development charges in 2024, this compares to $7,052,175 in 2023. 2.9 On January 18, 2021, Council passed by-law 2021-010, approving the Municipality’s Draft Development Charges Background Study, October 15, 2020 and the Addendum to the Development Charges Background Study, November 3, 2020 prepared by Watson & Associates Economists Ltd. The by-law came into force on January 19, 2021, and will expire five years after that date. 3. Cash-in-Lieu of Parkland General 3.1 In accordance with Section 37 (Increased Density) and Section 42 (Cash-in-Lieu of Parkland) of the Planning Act, the Treasurer must provide a financial statement including opening and closing balances to Council relating to cash -in-lieu of parkland monies and increased density funding. This statement must be made available to the public. Section 42 – Conveyance of Land for Park Purposes 3.2 Under Section 42 of the Planning Act, a municipality may require, as a condition of development, that land be conveyed to the municipality for park or other public recreational purposes. In certain circumstances, Council may require a payment in lieu of land dedication, to the value of the land otherwise required to be conveyed . 3.3 These funds must be held in a special account (Reserve Fund), allocated interest and spent only for the acquisition of land to be used for park or other recreational purposes, including the erection, improvement or repair of buildings and the acquisition of machinery, particular to park purposes. 3.4 Attachment 5 details the Statement of the Treasurer, in compliance with the Act and provides the expected future commitments for the reserve fund. Section 37 – Increased Density 3.5 Clarington does not currently have a program set up for Section 37 Community Benefits; therefore, an annual statement is not required. The current Official Plan includes Community Benefits policies (Section 23.14 of the OP). Staff are developing a Community Benefits Charge Strategy and By-law in conjunction with the 2025 Development Charge Background Study update. The new Community Benefits Charge Municipality of Clarington Page 4 Report FSD-011-25 Strategy will be brought forward for Council approval in June 2025, with an esti mated implementation date of July 1, 2025. 4. Building Permits General 4.1 Under the Building Code Act, 1992 and the passing of subsequent amendments and Ontario Regulation 350/06, municipalities are required to prepare an annual report that records the amount of building permit fees collected and the costs incurred during the process. 4.2 In accordance with the Building Code Act, 1992 as amended, staff have prepared this report to Council with the required content on an informational basis and this report and the related attachment will be posted on the Municipality’s website. 2024 Annual Report 4.3 A Building Permit Fee Update Study was completed in 2024, by Hemson Consulting Ltd. with an effective date of March 1, 2024. The reviews are to be completed every five (5) years to ensure that the building permit fees are in line with the cost of building inspections and that all appropriate direct and indirect costs are being allocated. 4.4 In 2024, building permits issued generated total building permit revenue of $2,107,333 (2023 - $2,149,337), with total direct and overhead costs of $3,653,705 (2023 - $3,485,770), creating a deficit of $1,546,372 (2023 – deficit of $1,336,433) after reducing the total revenue by the direct and indirect expenses as outlined on Attachment 6. 4.5 As the building permit funds are to be segregated from the general funds of the Municipality, the deficit of $1,546,372 was transferred from the Building Division Reserve Fund leaving the surplus/deficit for December 31, 2024, as nil. As of December 31, 2024, the reserve fund was in a deficit position of $1,030,257. 5. Financial Considerations Not Applicable. 6. Strategic Plan Not Applicable Municipality of Clarington Page 5 Report FSD-011-25 7. Climate Change Not Applicable. 8. Concurrence Not Applicable. 9. Conclusion It is respectfully recommended that the Annual Statement for the Development Charges Reserve Funds, Annual Statement for Cash-in-Lieu of Parkland and Annual Building Permit Fess report be received for information and made available to the public by posting on the Municipality’s website. Staff Contact: Michelle Pick, Accounting Services Manager/Deputy Treasurer, 905-623-3379 x2605 or mpick@clarington.net. Attachments: Attachment 1 – Schedule A – Development Charges Reserve Funds Activity 2024 Attachment 2 – Schedule B - Development Charges Reserve Funds Capital Projects 2024 Attachment 3 – Schedule C - Development Charges Reserve Funds Operating Expenses 2024 Attachment 4 – Schedule D - Development Charges Reserve Funds Commitments 2024 Attachment 5 – Cash-In-Lieu of Parkland Reserve Fund 2024 Attachment 6 – Annual Building Permit Fees 2024 Interested Parties: There are no interested parties to be notified of Council's decision. Municipality of Clarington Attachment 1 - Report FSD-011-25 Development Charges Reserve Funds Statement Schedule A For the 2024 Year Growth Studies Library Services Fire Protection Services Parks & Recreation Services Services Related to Highways Total Balance as of December 31, 2023 (2,006,847)$ (2,058,539)$ (7,599,298)$ (7,604,437)$ (44,948,268)$ (64,217,389)$ Plus: Development Charge Proceeds (50,395) (110,612) (90,126) (843,848) (2,625,293) (3,720,274) Development Charge Incentives - Accrued Interest Apportionment (168,530) (150,103) (634,620) (537,989) (4,132,455) (5,623,697) Transfer from Revenue Fund - Transfer from Capital Fund - Subtotal (218,925) (260,715) (724,746) (1,381,837) (6,757,748) (9,343,971) Less: Amount Transferred to Capital Fund * 276,412 542,633 2,028,118 1,653,070 4,500,233 Amount Transferred to Operating Fund** 147,650 78,511 1,340,050 533,240 2,099,451 Amount Transferred between Reserve Funds (34,841) (88,443) (1,132,413) (1,216,768) (2,472,465) Subtotal 112,809 354,923 454,190 2,235,755 969,542 4,127,219 Closing Balance as of December 31, 2024 (2,112,963) (1,964,331) (7,869,854) (6,750,519) (50,736,474) (69,434,141) Committed Amounts from Prior Years *** 1,731,700 - 2,504,763 2,128,446 13,487,109 19,852,018 Available at December 31, 2024 (381,263) (1,964,331) (5,365,091) (4,622,073) (37,249,365) (49,582,123) Committed Amounts from 2025 Budget **** 81,244 4,056,100 799,422 4,936,766 Balance Available for Future Needs (381,263)$ (1,883,087)$ (5,365,091)$ (565,973)$ (36,449,943)$ (44,645,357)$ * See Schedule B Total Development Charges collected on behalf of the Region in 2024 8,904,462$ ** See Schedule C Less: amounts paid to the Region 2024 8,904,462$ *** See Schedule D Total Development Charges due to the Region at December 31, 2024 - **** 2025 Budget (includes 2025 debenture payments) Note: brackets = funds available, no brackets = shortfall Municipality of Clarington Attachment 2 - Report FSD-011-25 Development Charges Reserve Funds Statement Schedule B For the 2024 Year Capital Fund Expenses Total Expenses for 2024 D/C RF Financing Non D/C Financing Non-DC Funding Sources D/C - Library Services Library Collections 2024 276,412 276,412 276,412$ 276,412$ -$ D/C - Fire Protection Services Station #1 Expansion 196,764 196,764 Tankers 2025 1,383,476 345,869 1,037,607 Corporate Fleet Capital RF 1,580,240$ 542,633$ 1,037,607$ D/C - Parks & Rec Services North Bowmanville Dog Park 18,866 18,866 Soper Creek Trail - Phase 3 & Outdoor Fitness Equipment 395,927 395,927 Foster Creek Neighbourhood Park West 5,597 5,597 Newtonville Estates Parkette 13,363 13,363 Northglen East Park 1,051,127 1,051,127 SCA Tennis Courts 543,238 543,238 2,028,118$ 2,028,118$ -$ D/C - Service Related to Highways New Operations Center 567,142 567,142 Active Transportaion Masterplan 119,600 70,000 49,600 Infrastructure Canada Grant RR17 Sidewalk (Mill St - CPR Eastside) 46,902 46,902 Sidewalk - North Street (George St to Remi Court) 151 151 Port Darlington Subdivision 148,038 148,038 Green Rd Roundabouts (Boswell Dr/Clarington Blvd) 103,227 103,227 Hancock Rd (Hwy2 to Nash Rd) 18,136 13,994 4,142 Municipal Capital Works North Scugog Crt Surface Asphalt (Dan Sheehan ln to W Scugog Lane) 73,594 65,665 7,929 Municipal Capital Works Bowmanville Cemetery Expansion - Design 32,914 29,622 3,292 Municipal Capital Works Storm Water Management Pond 186 186 Streetscape Newcastle Improvements 516 136 380 Municipal Capital Works New Equipment Purchase - Roads 2022 8,325 5,516 2,809 Municipal Capital Works New Equipment Purchase - Roads 2024 37,649 37,649 Baseline Road Reconstruction (Trulls Rd to Courtice Rd) 600,897 564,842 36,055 Municipal Capital Works 1,757,277$ 1,653,070$ 104,207$ Total Capital Expenses 3,337,517$ 4,500,233$ 1,141,814$ Summary of Financing:276,412 D/C - Library Services 542,633 D/C - Fire Protection Services 2,028,118 D/C - Parks and Recreation Services 1,653,070 D/C - Service Related to Highways 1,037,607 Corporate Fleet Capital RF 49,600 Infrastructure Canada Grant 54,607 Municipal Capital Works Total Financing 3,337,517$ 4,500,233$ 1,141,814$ Municipality of Clarington Attachment 3 - Report FSD-011-25 Development Charges Reserve Funds Statement Schedule C For the 2024 Year Operating Fund Expenses Total Expenses for 2024 D/C R/F Financing Non D/C Financing Description D/C - Growth Studies Planning Studies-Tooley Robinson Subwatershed Study 113,399 10,788 1,199 Secondary Plan Reserve 56,561 Recoverable from Developer 44,851 Tax Levy Planning Studies-Bow East Town Ctre Sec Plan 24,918 2,428 270 Secondary Plan Reserve 3,145 Recoverable from Developer 19,075 Streamline Development Approvals Fund (SDAF) Planning Studies - Bow West Urban Ctre Sec Plan 3,991 1,996 1,995 Secondary Plan Reserve Planning Studies - Energy Park Sec Plan 84,527 70,177 14,350 Recoverable from Developer Planning Studies - Courtice TOC Sec Plan 99,236 35,357 23,167 Secondary Plan Reserve 40,712 Recoverable from Developer Legislative Services - OP Appeal Legal Costs 26,904 26,904 352,975$ 147,650$ 205,325$ D/C - Library Services DC Library Services Budget commitments - Courtice Library Debenture 78,511 78,511 78,511$ 78,511$ D/C - Parks and Recreation Services DC Parks and Rec Services Budget commitment - 75% Recreation Study 174,544 130,908 43,636 25% Tax Levy DC Parks and Rec Services Budget commitments - South Bowmanville Recreation Center 1,517,398 1,062,178 455,220 10% Tax Levy DC Parks and Rec Services Budget commitments - BIS Debenture 163,293 146,964 16,329 10% Debt Retirement 1,855,235$ 1,340,050$ 515,185$ D/C - Service Related to Highways DC Service Related to Highways Budget commitment - Green Road Debenture 533,240 533,240 - 533,240$ 533,240$ -$ Total Operating Fund Expenses 2,819,961$ 2,099,451$ 720,510$ Summary of Financing:147,650 D/C - Growth Studies 78,511 D/C Library Services 1,340,050 D/C Parks and Recreation Services 533,240 D/C Service Related to Highways 26,631 Secondary Plan Reserve 114,768 Recoverable from Developer 19,075 Streamline Development Approvals Fund (SDAF) 543,707 Tax Levy 16,329 Debt Retirement Total Financing 2,819,961$ 2,099,451$ 720,510$ Municipality of Clarington Attachment 4 - Report FSD-011-25 Development Charges Reserve Funds Statement Schedule D For the 2024 Year Committed Amounts From Prior Years' Budgets and Council Approvals Year Project Description Amount Committed D/C - Growth Studies 2012 Operating Planning studies-Technology & Planning/Review project 27,686 2015 Operating Planning studies-zoning bylaw review-90% DC [10% Prof fees Res tax levy] 108,641 2017 Council Secondary Plan Agreement template [10% tax levy] 18,000 2017 Operating Planning Studies-Bow West Secondary Plan 8,408 2019 Operating DC Study 7,966 2019 Operating OP Appeal Legal Costs 44,176 2019 Operating Planning Studies 144,000 2020 Operating DC GG Budget commitments - Plan Studies 1,233,000 2022 Operating Courtice Waterfront Design Study 49,823 2023 Operating DC GG Budget commitments - DC Study 90,000 Total Commitments - Growth Studies:1,731,700$ D/C - Library Services Total Commitments - Library Services:-$ D/C - Fire Protection Services 2023 Capital 2023 Rescue Truck 1,000,000 2023 Capital 2023 Fire HQ Expansion 1,504,763 Total Commitments - Fire Protection:2,504,763$ D/C - Parks and Recreation Services 2020 Operating Consulting Parks Design 13,500 2021 Capital Newtonville Estates Parkette 236,638 2021 Capital North Bowmanville Dog Park 194,247 FSD-047-21 Toyota Trail 118,794 2022 Capital Brookhill Parkette 68,334 2023 Capital Newtonville Estates Parkette 100,000 2023 Capital Soper Creek Trail - Phase 3 90,030 2023 Capital Farewell Creek Trail Phase 2B 100,000 2024 Council Approved Bowmanville Zoo Lands Trails-Phase 1 1,112,500 2024 Capital Foster Creek Neighbourhood Park West 94,403 Total Commitments - Parks and Recreation Services:2,128,446$ D/C - Services Related to Highways 2014 Capital Brookhill Blvd Oversizing 310,000 2015 Capital Sidewalk-Rudell Rd (Sunset Blvd to Hart) 43,000 2016 Capital Middle Rd reconstruction (Con Rd 3 to urban limit) 53,230 2018 Capital Street lighting - RR57 (Hwy2 to 150m N of Stevens Rd) 15,792 2018 Capital Darlington Blvd (South limit to Hwy2) 54,018 2018 Capital Green Rd (Harvey Jones to Ross Wright) 70,890 2018 Capital King St Cycling Facility 114,928 Page 1 of 3 Municipality of Clarington Attachment 4 - Report FSD-011-25 Development Charges Reserve Funds Statement Schedule D For the 2024 Year Committed Amounts From Prior Years' Budgets and Council Approvals Year Project Description Amount Committed 2018 Capital Sidewalk - RR 57 Multi-use Trail - Aspen Springs to Hwy2) 15,000 2018 Memo Port Darlington subdivision Rd (Port Darlington to east) 1,406 2018 Operating 50% North Newc Drainage Study 11,500 2018 Operating Eng - design 21,141 2019 Capital Middle Rd reconstruction (Con Rd 3 to urban limit) 186,750 2019 Capital Baseline Rd Reconstruction (Haines to Lambs Rd) 68,980 2019 Capital Baseline Rd Reconstruction (Mearns to Haines) 63,240 2019 Capital Baseline Rd Structure ( W of Green Rd ) 22,120 2019 Capital Hancock Rd Box Culvert (S of Nash rd) 55,450 2019 Capital Lambs Rd Interchange @ Hwy 401 - Environmental Assessment 72,311 2019 Capital Baseline Rd Reconstruction (Trulls Rd to Courtice Rd) 632,291 2019 Operating Eng - design 72,500 2019 Operating 50 % North Newc Drainage Study 11,500 2020 Capital Streetlighting - Hwy#2 to 150m N of Stevens Rd 228,000 2020 Capital Rudell Rd Reconstruction 981,076 2020 Capital Sidewalk - Hwy#2 ( E of Clarington Blvd to RR57) South Side 135,000 2020 Capital Sidewalk - Bloor St (Townline Rd S to 415m Easterly) South Side 30,000 2020 Capital Sidewalk - RR17 (Mill St to CPR) East Side 182,026 2020 Capital Sidewalk - North Str (George St to Remi Court) 24,471 2020 Capital Sidewalk - Trulls Rd (Avondale Rd to Hwy#2) East Side 30,000 2020 Capital Sidewalk - RR57 Multi-use Trail - CPR Bridge to Stevens Rd 82,500 2020 Capital SWM Pond - Technology Park 1,594,828 2020 Operating Eng - design 75,000 2020 Capital Bowmanville Cemetery expansion - design & construction 106,384 CL2016-17 Pavement Rehabilitation -Green Road cycling lanes [DC -project #25] - trsf UECF from Trulls Rd 12,003 PO#10021 CIMA-Clarington Ponds/Clarnew, Newc & WestSide, Bow [50% Prof fees tax levy] 5,068 PO#8394 Eng - design - CIMA/Longworth Ave W. EA [50% Prof Fees Res] 446 2021 Capital Darlington Blvd (South limit to Hwy2) 1,183,488 2021 Capital Green Rd (Harvey Jones to Longworth) 375,345 2021 Capital Various Erosion Protection Works 10,042 Trsf from RR57 Multi Use Trail King St Cycling Facility 37,500 2022 Capital Green Rd Roundabout 52,055 2022 Capital Hancock Rd ( Hwy#2 to Nash Rd) 47,458 2022 Capital Nash Rd ( 50m E of Harryt Gay Dr to Hancock Rd) 63,288 2022 Capital Bowmanville Ave MUP 454,496 2022 Capital Bowmanville Ave Sidewalk 210,000 2022 Capital Liberty St Sidewalk ( Longworth to Conc Rd 3) 330,000 2022 Capital Prestonvale Sidewalk (230m N to Bloor St) 80,000 2022 Capital Hancock Rd Sidwalk (Hwy#2 to 275 m S of Nash Rd) West Side 36,500 Page 2 of 3 Municipality of Clarington Attachment 4 - Report FSD-011-25 Development Charges Reserve Funds Statement Schedule D For the 2024 Year Committed Amounts From Prior Years' Budgets and Council Approvals Year Project Description Amount Committed 2022 Capital Streetscape - Newcastle 207,104 2022 Capital Various Erosion Protection Works 133,340 2022 Capital 2022 Fleet New Roads 220,577 2022 Capital 2022 Fleet New Parks 16,003 Add'l Funding PSD-018-22 Bowmanville Cemetery expansion - design & construction 22,657 2023 Capital 2023 - Fleet New - Roads 905,506 2023 Capital 2023 - New Operations Centre 156,400 2023 Capital 2023 - Streetlighting - Haines St to Bennet Rd 20,000 2023 Capital 2023 - Streetlighting - Hwy 35 to Fire Hall 20,000 2023 Capital 2023 - Longworth Ave. Extension EA (Green Rd to Holt Rd) 200,000 2023 Capital 2023 - Sidewalks - Baseline Rd MUP (Spicer Sq to Bowmanville Ave) 50,000 2023 Capital 2023 - Newcastle Streetscape Improvements - Phase 1 60,000 2023 Capital 2023 - Various Erosion Protection Works 133,340 2024 Capital 2024 - Fleet New Roads 1,029,361 2024 Capital 2024 - Fleet New Parks 383,800 2024 Capital 2024 - Streetlighting Bowmanville Ave Baseline Rd to CPR Bridge 743,000 2024 Capital 2024 - Concession Rd 3 (Liberty St to 110m East) 107,000 2024 Capital 2024 - Baseline Rd Improvements (Means Ave to Lambs) 274,000 2024 Capital 2024 - Liberty St Cycle Track & Sidewalk (Longworth Ave to Conc 3) 42,000 2024 Capital 2024 - Stormwater Mgmt Facility - Clarington Tech Business Park 500,000 Total Commitments - Services Related to Highways:13,487,109$ Total Commitments - Development Charges Reserve Funds:19,852,018$ Page 3 of 3 Attachment 5 to Report FSD-011-25 Municipality of Clarington Cash-in-lieu of Parkland Reserve Fund For the Year Ended December 31, 2024 Balance as of December 31, 2023 $8,173,177 Plus: 2024 Cash-in-lieu Collected 813,191 2024 Reserve Fund Interest 265,271 2024 Amount Transferred from Capital Fund – Land Acquisition - Less: 2024 Amount Transferred to Capital Fund – Land Acquisition - Closing Balance as of December 31, 2024 $9,251,639 Committed Amounts 4,903,900 Available Balance as at December 31, 2024 $4,347,739 Municipality of Clarington Cash-in-lieu of Parkland Reserve Fund – Committed Amounts For the Year Ended December 31, 2024 Project Description Period Amount Committed Ward 3 – Park development/acquisition – East Bowmanville 2025-2030 4,903,900 Total Commitments 4,903,900 Attachment 6 to Report FSD-011 -25 Municipality of Clarington Building Permit Fee Report December 31, 2024 2024 Actual Building Permit Fees Revenue $ 2,107,333 Transfer from Reserve Fund 1,546,372 Total Revenue $ 3,653,705 Direct costs (Note 1) Payroll 2,750,403 Office Space 80,786 Other Operating and Capital Costs 259,427 Subtotal Direct Costs $ 3,090,616 Overhead Costs (Note 2) 563,089 Total Costs $ 3,653,705 Revenue (Under) / Over Expenditures - Note 1 - Direct costs are deemed to include the costs of the Building Division for the processing of building permit applications, the review of building plans, conducting inspections and building-related enforcement duties. Direct costs also include costs from Public Works, Legislative Services, Fire and Emergency Services and Planning and Infrastructure Services which can be directly attributed to the building permit function. Note 2 - Overhead or Indirect costs are deemed to include the costs for support and overhead services to the Building Division.