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HomeMy WebLinkAboutFCS-14-054 - Development Charges By-law and Background Study REPORT TO:Planning and Strategic Initiatives Committee DATE OF MEETING: April 28, 2014 SUBMITTED BY: Dan Chapman, Deputy CAO 519-741-2200 x 7347 PREPARED BY: Ryan Hagey, Director of Financial Planning 519-741-2200 x 7353 WARD(S) INVOLVED: All DATE OF REPORT: April 14, 2014 REPORT NO.: FCS-14-054 SUBJECT: Development Charges Background Study and Bylaw RECOMMENDATION: THAT the increase in the need for services attributable to anticipated development in the City of Kitchener be met, subject to sufficient development charge revenues being generated and other City affordability criteria being met; THAT the Development Charge Background Study dated April 2014 and the capital forecasts prepared in conjunction with the Study in accordance with Section 10 of the Development Charges Act, 1997 be adopted; THAT future excess capacity identified in the Development Charge Background Study, dated April 2014, be paid for by development charges or other similar charges; THAT where grant funding is provided for a growth related project, to the extent possible, it be used to fund the non-growth portion of the project; AND FURTHER THAT the proposed Development Charge By-law in the form attached to Report FCS-14-054 be approved BACKGROUND: The Development Charges Act and its associated regulation allow municipalities to impose development charges to pay for growth-related capital costs that are needed to service new development. In order to do so, under the terms of the Act, municipalities must prepare a development charge background study and pass a bylaw to determine the development charges, taking the following into account: A forecast of the amount, type and location of development anticipated in the city for which development charges can be imposed. The average capital service levels provided by the municipality in the 10-year period immediately preceding the preparation of the background study. 1 - 1 A review of future capital projects, including analysis of gross expenditures, funding sources and net expenditures incurred or to be incurred by the municipality, to provide for the expected development. An examination of the long term capital and operating costs for capital infrastructure for each service to which the development charges relate. Development charge (DC) bylaws have a maximum term of five years. Kitchener’s primary DC bylaw expires on June 23, 2014. In order to update the bylaw, a background study must be published, and at least one public meeting must be held. In the past few months, Council has forwarded decisions on the Leisure Facilities Master Plan (report CSD-13-082) and downtown development charge exemptions (report CAO-14-006) to the DC update process. The City has retained Hemson Consulting Ltd. to assist with the preparation of the DC background study and bylaw. A representative from Hemson will be in attendance for this meeting and to make a presentation to the Committee. The purpose of this report is to: Provide the calculated DC rates Outline the financial consideration of a balanced cash flow Identify the timing of priority recreation projects as outlined in the Leisure Facilities Master Plan Identify a proposed change in the bylaw regarding industrial expansions to relax the current provisions and create a climate which is more supportive of building expansions for local industry REPORT: 2014 Development Charge Rates The single detached residential DC rate for the Central Neighbourhoods has been calculated to be $5,480, a 2% increase from the current rate of $5,591. The Suburban single detached residential DC rate has been calculated to be $10,518, a 7% increase from the current rate of $9,748. The non-residential DC rate for the Central Neighbourhoods has been calculated to be 22 $16.37/m, a 13% decrease from the current rate of $18.54/m. The Suburban non-residential 2 DC rate has been calculated to be $54.17/m, a 12% increase from the current rate of 2 $47.62/m. These rates are summarized in the table below. More rate details can be found in Tables 1 and 2 which are attached to this report. Summary of Development Charge Increases CurrentCalculated Charge Type Location% Change RateRate Residential (Single) Central Neighbourhood $5,591$5,480 -2% Residential (Single) Suburban $9,748$10,518 8% 22 Non-Residential Central Neighbourhood $18.54/m$16.37/m -12% 22 Non-Residential Suburban $47.62/m$54.17/m 14% 1 - 2 Financial Consideration of a Balanced Cashflow During the term of the 2009 Development Charge Bylaw, growth did not occur as quickly as originally anticipated. As growth was delayed, the City was not able to achieve the development charge revenue targets projected in the background study. This led to large projected deficits in the development charge reserve funds. As part of the 2012 budget process, Council chose to take action in order to avoid incurring significant reserve fund deficits. There were two options available to avoid a significant deficit; incurring debt financing or decreasing expenses. Since reduced revenue (slower growth) was the main cause of the projected deficits, Council chose to reduce expenses by deferring a number of planned capital projects to 2015 for reprioritization as part of the next DC background study. Council could have opted to mitigate the reserve fund deficits by issuing long-term debt, but that would have increased the City’s debt load, which was already higher than the accepted benchmarks. In preparing the proposed DC background study and bylaw, staff have been mindful of the previous decisions made by Council to avoid debt and have a balanced cash flow within the DC reserve funds. Having a balanced cash flow means that expenses must be aligned with the annual projection of DC revenues. While this is the ideal theoretical state, it is actually very difficult to achieve, given the typical timing of development charge revenues and expenses. Quite often significant expenses must be incurred by the City years in advance of receiving any related revenues. For example, before houses in a new subdivision can be built (and generate DC revenues), the City must first incur costs for the installation of the associated roads, water mains and sewers. Staff’s primary financial consideration in preparing the DC background study was to have a balanced cash flow and avoid deficits in the DC reserve funds. As shown in the graph below, this has largely been achieved over the first 10 years of the forecast period. The DC reserve funds are beginning with a deficit of approximately $10M, and are projected to remain in deficit until 2019. The reserve funds are projected to remain in a balanced position until 2021, when the reserve funds begin to head into a significant deficit by 2025 as a result of expensive infrastructure investments in advance of associated growth. The reserve funds then improve over the next few years before ending the forecast period of 2031 in a balanced position. It is more important that the cash flow be balanced in the short-term compared to the long-term, as the City will have the opportunity to update the projections with each successive background study to reflect actual growth patterns and servicing costs (i.e., in 2019, 2024, 2029, etc.). The commitment of the current background study and by-law is to 2019 at the latest. 1 - 3 To achieve the goal of a balanced cash flow, staff have employed two primary tactics: Assumed a more achievable growth forecast (revenue targets are lower and are more likely to be met) Deferred the timing of some capital projects (expenses are delayed) Growth Forecast The growth forecast has a direct impact on development charge revenues, as the more growth there is in the City, the more development charge revenues are generated. Over the next five years, the DC background study assumes growth will be somewhat depressed. Staff have reviewed recent development trends and assumed a gradual recovery over the next few years. If development exceeds the forecast, Council could consider accelerating the timing of deferred capital projects. Deferred Capital Projects As the DC background study assumes reduced revenues in the near term, in order to achieve a balanced cash flow, expenses must also be reduced. This has been achieved by deferring some capital projects into later years. The deferrals have been made on both engineered services (e.g. roads, water, sewer) as well as non-engineered services (e.g. indoor recreation, outdoor recreation, library). For engineered services, significant project deferrals could reduce the city’s future growth as these projects are often required to service new lands on the outskirts of existing city development. In order to accelerate the implementation of engineering projects that would service specific development lands, a developer could enter into a Credit/Refund Agreement 1 - 4 with the City. In this situation, the developer would pay to have the engineered services constructed, and then the City would pay them back in accordance with the Council approved policy. Timing of Priority Recreation Projects as Identified in the Leisure Facilities Master Plan (LFMP) In the fall of 2013, Council approved the Leisure Facilities Master Plan (LFMP). As part of the LFMP, Council approved a prioritized list of both indoor and outdoor recreation facilities to be forwarded to the development of the DC background study. This was done in recognition that there would be a limited amount of DC funding available for growth related recreation facilities, meaning that it was unlikely that all of the projects could be funded within the 10-year capital budget. Based on the LFMP resolution, staff have included the various recreation facilities in the DC background study. The tables below summarize these facilities by outlining: the relative priority of recreation facilities according the LFMP the current timing of the projects in the 2014 capital budget and forecast, and the proposed timing in the DC background study It should be noted that the current timing of the projects in the 2014 capital budget and forecast has been held constant for the past few budget cycles. Through each of these budgets it has been noted that the timing of DC funded projects should be considered tentative and will be subject to the results of the next DC background study. As shown in the tables below, the timing of facilities is relatively similar to the 2014 capital budget and forecast, although somewhat delayed. Indoor Recreation Priorities 2014 Capital DC Background Priority Project Budget Timing Study Timing 1Doon Pioneer Park Community Centre Addition 2016 2017 2New Southwest Community Centre 2018-2021 2018-2021 3 Mill Courtland Community Centre Addition 2016-2018 2019-2022 4 Southwest District Park Aquatics Facility 2020-2022 2021-2023 5 Rockway Centre N/A 2023 6 Indoor Turf Facility N/A Beyond 2023 Outdoor Recreation Priorities 2014 Capital DC Background Priority Project Budget Timing Study Timing 1 Trails (city-wide) 2014-2023 2014-2023 2 Southwest District Park Sports Fields 2014-2015 2014-2015 3Multi-Use Sports Fields 2014-2015 2014-2015 4Grand River Park N/A Beyond 2023 5 Neighbourhood Parks 2014-2023 2014-2023* 6 Soccer Fields 2019-2020 Beyond 2023 *Note: Neighbourhood parks are receiving DC funding in every year of the DC background study, but not the full amount possible. There is limited funding available for outdoor recreation projects, and as neighbourhood parks are the fifth priority, their funding has been reduced by approximately 1/3 to fully fund higher priority projects as established by Council resolution. 1 - 5 Proposed Change to the DC Bylaw Regarding Industrial Expansions In the existing DC bylaw (2009-091), there exists a provision whereby an industry can be granted a DC exemption for one or more enlargements of an existing industrial building, of up to 50% of the gross floor area as it existed on January 1, 1999, or the first industrial buildings to be built thereafter. This provision is consistent with the wording used by the Region of Waterloo. As part of the DC study process, staff have been made aware that the wording currently used by the City of Kitchener and the Region of Waterloo is unique within Ontario. Most other municipalities either have no time restriction in place (meaning any industrial expansion of less than 50% does not pay DCs), or restrict expansions to 50% of the existing industrial space in place at the passage of each DC bylaw. Staff have amended the wording in the draft DC bylaw to define existing industrial buildings as the gross floor area as it existed on June 1, 2014. By making this change, staff believe it will make Kitchener a more attractive place to expand an existing industrial facility instead of relocating to another municipality. This is because the existing industrial floor space will be reset to its current size, as opposed to 15 years ago. Staff have also met with Region of Waterloo staff to encourage similar wording be included in the Region’s bylaw update, which is currently being considered. ALIGNMENT WITH CITY OF KITCHENER STRATEGIC PLAN: Goal: Financial Management Strategic Direction: Reduce reliance on taxes Community Priority: Development Goal: An aligned strategy FINANCIAL IMPLICATIONS: The proposed DC rates are shown in Tables 1 and 2. COMMUNITY ENGAGEMENT: Inform and Consult – This report has been posted publicly as part of the agenda to inform the public about the proposed development charge rates. This meeting has also been advertised as a public meeting, whereby the public are invited to provide their comments about development charges. Staff have also met previously with industry stakeholders to garner their input on the DC background study and have made changes to the background study to reflect stakeholder feedback. ACKNOWLEDGED BY: Dan Chapman, Deputy CAO (Finance and Corporate Services) Attachments Appendix A - Tables 1 & 2 – Development Charge Rates (Residential and Non-Residential) Appendix B - Development Charges Background Study Appendix C - Draft Development Charges Bylaw 1 - 6 Appendix A Development Charge Rates (Residential and Non-Residential) 1 - 7 1 - 8 Appendix B DEVELOPMENT CHARGESDEVELOPMENT CHARGES BACKGROUND STUDYBACKGROUND STUDY City of KitchenerCity of Kitchener HEMSON C o n s u l t in g L t d April, 2014 1 - 9 TABLE OF CONTENTS Page EXECUTIVE SUMMARY.....................................................2 IINTRODUCTION....................................................8 IIAN AVERAGE COST APPROACH TO ALIGN DEVELOPMENT-RELATED COSTS AN BENEFITS IS PROPOSED..............................................10 A.DEVELOPMENT CHARGES ARE BASED ON THREE BENEFITTING AREAS..........................................10 B.KEY STEPS WHEN DETERMINING DEVELOPMENT CHARGES FOR FUTURE DEVELOPMENT-RELATED PROJECTS...................11 IIIDEVELOPMENT FORECAST...........................................15 A.RESIDENTIAL FORECAST.......................................15 B.NON-RESIDENTIAL FORECAST..................................16 IVHISTORICAL CAPITAL SERVICE LEVELS .................................18 VDEVELOPMENT-RELATED CAPITAL FORECAST ...........................20 A.A DEVELOPMENT-RELATED CAPITAL FORECAST IS PROVIDED FOR COUNCIL’S APPROVAL....................................20 B.DEVELOPMENT-RELATED CAPITAL FORECAST FOR GENERAL SERVICES..20 C.DEVELOPMENT-RELATED CAPITAL FORECAST FOR ENGINEERING SERVICES....................................................22 VIPROPOSED DEVELOPMENT CHARGES ARE CALCULATED IN ACCORDANCE WITH THE DCA .....................................24 A.DEVELOPMENT CHARGE CALCULATION..........................24 B.COMPARISON OF NEWLY CALCULATED DEVELOPMENT CHARGES WITH CHARGES CURRENTLY IN FORCE IN CITY....................30 VIILONG TERM CAPITAL AND OPERATING COSTS..........................32 A.NET OPERATING COSTS FOR CITY SERVICES TO INCREASE OVER THE FORECAST PERIOD............................................32 B.LONG TERM CAPITAL FINANCING FROM NON-DEVELOPMENT CHARGE SOURCES TOTALS $99.1 MILLION................................32 APPENDICES 1 - 10 1 LIST OF APPENDICES A.Development Forecast B.General Services Technical Appendix C.Engineered Infrastructure Technical Appendix D.Engineered Infrastructure Project Details E.Development Charge Reserve Funds F. Capital and Operating Cost Impact Analysis G. Development Charges Engineered Services Map HEMSON 1 - 11 2 EXECUTIVE SUMMARY (i)BACKGROUND •The (), and its associated regulation Development Charges Act, 1997 DCA(O. Reg. ), allow municipalities in Ontario to recover development-relate 82/98 from new development. The City of Kitchener is growing and is also an attractive location for a wide variety of residential and non-residential development. The anticipated development in the City will increase the demand on municipal services. The City wishes to continue implementing development charges to projects related to development throughout the City so that deve to be serviced in a fiscally responsible manner. (ii)INTRODUCTION The and require that a development charge background study •DCAO. Reg. 82/98 be prepared in which development charges are determined with ref A forecast of the amount, type and location of residential and non-residential development anticipated in the City; The average capital service levels provided in the City over the period immediately preceding the preparation of the background s A review of future capital projects, including an analysis of gr funding sources, and net expenditures incurred or to be incurred to provide for the expected development, including the determination of the development-related and non-development-related components of the capital projects; and HEMSON 1 - 12 3 An examination of the long term capital and operating costs for infrastructure required for each service to which the developmen by-laws would relate. This report identifies the development-related net capital cost attributable to development that is forecast to occur in the Cit apportioned to types of development (residential; non-residentia reflects the increase in the need for each service attributable to each type of development. This report therefore presents development charges for each type of development. (iii)DEVELOPMENT FORECAST The City of Kitchener is growing. Meeting the servicing demands development will require the City to expand the capacity of muni infrastructure. The following is a summary of the projected development for the General Services Engineered Services Planning Period Planning Period 20132014 - 20232014 - 2031 Development Forecast Estimate Total at GrowthGrowth Total at 2031 2023 Residential Total Occupied Dwellings88,183 16,970 105,153 35,001 123,184 Total Population Census 224,975 41,124 266,099 88,525 313,500 Population In New Dwellings 43,949 90,944 Non-Residential Employment by Place of Work 102,272 16,543 118,816 31,685 133,957 Non-Residential Building Space (sq.m.) 527,125 1,117,696 HEMSON 1 - 13 4 (iv)ALL ELIGIBLE SERVICES ARE INCLUDED IN THE ANALYSIS The following City services have been included in the developmen • General Services Library Fire Protection Indoor Recreation Outdoor Recreation Public Works Parking Cemeteries Growth-Related Studies Engineering Services Sanitary Sewer Roads and Related Watermains Engineering Studies Intensification Allowance Storm/Watercourse The City has existing infrastructure for the provision of these services. The historical service levels for the general services are shown in (v)THE CITY HAS AN EXTENSIVE DEVELOPMENT-RELATED CAPITAL PROGRAM PROVISION OF ELIGIBLE SERVICES The capital infrastructure plans for general services are based on the ten year planning period of 2014 to 2023. For engineered services a plann 2014 to 2031 is used for capital infrastructure planning. HEMSON 1 - 14 5 General Services The City’s development-related capital program for general serv $243.5 million. Of the $243.5 million development-related capital program, appr million has been identified as eligible for recovery through dev Details on the capital programs for each of the general service Appendix B of this study. Engineered Services The City’s development-related capital program for engineered s $189.8 million and provides for a wide range of infrastructure e Of the 189.8 million development-related capital program, appro million has been identified as eligible for recovery through dev Details on the capital programs for engineered services are provided in Appendices C and D to this report. ( vi)DEVELOPMENT CHARGE RATES CALCULATED WITH FULL REFERENCE TO TH Development charge rates have been established under the parameters of the . DCA This study provides the rationale and basis for the calculated r An average cost approach is used to calculate development charges for all of the eligible services. A uniform City-wide development charge has be the general services of library, indoor recreation, outdoor recr cemeteries, and growth-related studies. Charges calculated for t services of sanitary servicing, roads and related, watermains, engineering studies, and storm/watercourse, as well as the general services of fire protection and public works, are based on development anticipated in the City’s suburban areas. Charges for the intensification allowance service are calculated based on develo in the City’s central neighbourhoods. HEMSON 1 - 15 6 Based on the City of Kitchener’ development forecast, historical service levels, and development-related capital programs, the following residential rates have been calculated: Residential Charge By Unit Type (1) ServiceSingles & TownhousesMultiples & DuplexesLodging Houses Semis CentralSuburbsCentralSuburbsCentralSuburbsCentralSuburbs Library$792$792$561$561$437$437$241$241 Fire Protection$0$150$0$106$0$83$0$46 Indoor Recreation$1,776$1,776$1,258$1,258$980$980$540$540 Outdoor Recreation$1,126$1,126$798$798$621$621$342$342 Public Works$0$849$0$601$0$469$0$258 Parking$638$638$452$452$352$352$194$194 Cemeteries$15$15$11$11$8$8$5$5 Growth-Related Studies$119$119$85$85$66$66$36$36 Subtotal General Services$4,466$5,465$3,165$3,872$2,464$3,016$1,358$1,662 Sanitary Servicing$0$1,463$0$1,036$0$807$0$445 Roads And Related$0$2,984$0$2,113$0$1,647$0$907 Watermains$0$212$0$150$0$117$0$65 Engineering Studies$0$251$0$178$0$139$0$76 Intensification Allowance$1,014$0$718$0$560$0$308$0 Storm/Watercourse$0$143$0$102$0$79$0$44 Subtotal Engineered Services$1,014$5,053$718$3,579$560$2,789$308$1,537 TOTAL CHARGE PER UNIT$5,480$10,518$3,883$7,451$3,024$5,805$1,666$3,199 The proposed residential charges are recommended to vary by unit type, reflecting the different occupancy patterns expected in various unit types and the associated differences in demand that would be placed on municipal services Based on the City of Kitchener’ development forecast, historical service levels, and development-related capital programs, the following non-resident charge rates have been calculated: HEMSON 1 - 16 7 Non-Residential Charge per Sq.M. ServiceCentralSuburbs Library$0.00$0.00 Fire Protection$0.00$1.00 Indoor Recreation$0.00$0.00 Outdoor Recreation$0.00$0.00 Public Works$0.00$6.25 Parking$5.76$5.76 Cemeteries$0.00$0.00 Growth-Related Studies$1.18$1.18 Subtotal General Services$6.94$14.19 Sanitary Servicing$0.00$10.56 Roads And Related$0.00$23.38 Watermains$0.00$1.43 Engineering Studies$0.00$1.71 Intensification Allowance$9.43$0.00 Storm/Watercourse$0.00$2.90 Subtotal Engineered Services$9.43$39.98 TOTAL CHARGE PER SQUARE METRE$16.37$54.17 HEMSON 1 - 17 8 IINTRODUCTION The , and its associated ( Development Charges Act, 1997 (DCA)Ontario Regulation 82/98O. Reg. ), allow municipalities in Ontario to recover development-relate 82/98 development. This City of Kitchener Development Charges Background Study is presented as part of a process to establish development charge by-laws that c . The City of Kitchener is growing and is also an attractive location for a variety of residential and non-residential development. The anticipated development in the City will increase the demand onmunicipal services. The City wishes to implement development charges to fu projects related to development in the City so that development continues to be serviced in a fiscally responsible manner. The and require that a development charges background study be prepared DCA O. Reg. 82/98 in which development charges are determined with reference to: A.A forecast of the amount, type and location of development anticipated in the City; B.The average capital service levels provided in the City over the ten year period immediately preceding the preparation of the background study; C.A review of future capital projects, including an analysis of funding sources, and net expenditures incurred or to be incurred by the City or its local boards to provide for the anticipated development, including the determination of the development-related and non-development-rel components of the capital projects; and D.An examination of the long term capital and operating costs for the capital infrastructurerequired for eachservice to which the development charges by-laws would relate. This study identifies the development-related net capital costs development that is forecast to occur in the City. The costs are apportioned to types of development (residential and non-residential) in a manner that reflects the increase in the need for each service attributable to each type of development. The study therefore calculates development charges for each type of development. HEMSON 1 - 18 9 The provides for a period of public review and comment regarding the proposed DCA development charges. This process includes considering and respo by members of the public about the calculated charges. Following completion of this process, and in accordance with the and Council’s review of this study, it is intended that Council will DCA pass a new development charge by-law for the City. The remainder of this study sets out the information and analysis upon which the calculated development charges are based. Section II designates the services for which the development charges are proposed and the areas within the City to which the development charges will apply. It methodologies that have been used in this background study. Section III presents a summary of the forecast residential and n which is expected to occur within the City over a ten year planning horizon, from 2014 to 2023, for the general services, and over a long range planning horizon engineering services. Section IV summarizes the ten year historical average capital service levels that have been attained in the City which form the basis for the development ch In Section V, the development-related capital forecast that has departments is reviewed. Section VI summarizes the calculation of applicable development proposed development charges by class and type of development. SectionVII provides an examination ofthe long termcapitaland operating costs for eachservice included in the development charge calculation. HEMSON 1 - 19 10 IIAN AVERAGE COST APPROACH TO ALIGN DEVELOPMENT- RELATED COSTS AND BENEFITS IS PROPOSED Several key steps are required when calculating any development charge. However, specific circumstances arise in each municipality which must be reflected study, therefore, we have tailored our approach to the City of Kitchener’s unique circumstances. The approach to the proposed development charges is focused on p alignment of development-related costs with the development that necessitates them. This study uses an average cost approach for all services which the City pr A. DEVELOPMENT CHARGES ARE BASED ON THREE BENEFITING AREAS The City provides a range of services to the community it serves and has a sizeable inventory of facilities, land, infrastructure, vehicles and equipment. The provides the City with DCA flexibility when defining services that will be included in the provided that the other provisions of the and are met. The also permits the ActRegulationsDCA City to designate, in its by-laws, the areas within which the de imposed. The charges may apply to all lands in the City or to other designated development areas as specified in the by-laws. For some of the development charge eligible services that the City provides, the full range of capital facilities, land, equipment and infrastructure is availa residents therefore have access to all facilities. A widely acce development-related capital costs for such services is to apportion them over all new development anticipated in the City. Many of the general services—library, indoor and outdoor recreation, parking, cemeteries, and growth-related studies—cons as City-wide services. Development charges for the engineered services as well as fire protection and public works services are based on development in the suburban areas as the development-related infrastructure associated with these services is required to service development in these areas. Charges for these services are based on forecasts of development HEMSON 1 - 20 11 Charges for the intensification allowance service are based on development forecasts for the City’s existing built-up central neighbourhoods. The following services are included in the development charge ca Planning PeriodService AreaDC Eligible Cost Recovery General Services Library2014 - 2023City90% Fire Protection2014 - 2023Suburban Areas100% Indoor Recreation2014 - 2023City90% Outdoor Recreation2014 - 2023City90% Public Works2014 - 2023Suburban Areas100% Parking2014 - 2023City90% Cemeteries2014 - 2023City90% Growth-Related Studies2014 - 2023City90% Engineering Services Sanitary Servicing2014 - 2031Suburban Areas100% Roads and Related2014 - 2031Suburban Areas100% Watermains2014 - 2031Suburban Areas100% Engineering Studies2014 - 2031Suburban Areas100% Intensification Allowance2014 - 2031Central Neighbourhoods100% Storm/Watercourse2014 - 2031Suburban Areas100% These services form a reasonable basis on which to plan and administer the City’s development charges. It is noted that the analysis of each of these services examines the individual capital facilities and equipment that make them up. For example, the fir the fire stations and associated land, vehicles, furniture and e The resulting development charges for each of the above services would be imposed only against new development in the service area to which the service relates B.KEY STEPS WHEN DETERMINING DEVELOPMENT CHARGES FOR FUTURE DEVELOPMENT-RELATED PROJECTS Several key steps are required when calculating development charges for future development- related projects. They are summarized below. HEMSON 1 - 21 12 1.Development Forecast The first step in the methodology requires that a development forecast be prepared for the ten year period, 2014 to 2023, and long range period from 2014 to 2031, for each service area. The forecast of future residential and non-residential development u in conjunction with the City’s planning staff. For the residential portion of the forecast, a projection of both the net population growth as well as the population growth in new housing units is required. The net population growth is equivalent to the population in new housing units less the change in population in existing units. The net population growth determines the need for additional facilities and provides the foundation for the development-related capital program. When calculating the development charge, however, the development-related net capital costs are spread over the total additional population that will result from the addition of new housing units. This population in new units represents the population from which development charges will be collected. The non-residential portion of the forecast estimates the amount of building space to be developed in the City over the planning periods. Factors for flo employment category are used to convert the floorspace forecast into employment for the purposes of allocating development-related capital costs. 2.Service Categories and Historic Service Levels The states that the increase in the need for service attributable t DCA development: ... must not include an increase that would result in the level of service exceeding the average level of that service provided in the municipality over immediately preceding the preparation of the background study... Historical ten year average service levels thus form the basis for the development charge calculation. A review of the City’s capital service levels for buildings, land, vehicles, equipment and so on has therefore been prepared as a reference for the cal future capital projects that may be included in the development charge can be determined. The historic service levels used in this study have been calculated based on the period 2004 to 2013. Historical service levels have not been calculated for the engin infrastructure for these services is required to meet engineerinstandards. HEMSON 1 - 22 13 3.Development-Related Capital Forecast and Analysis of Net Capit in the Development Charges A development-related capital forecast has been prepared by the City’s departments as part of the study. The forecast identifies development-related projects and their gross and net costs, after allowing for capital grants, subsidies or other contributions as required by the .The DCA s.5.(2) capital forecast provides another cornerstone upon which development charges are based. The requires that the increase in the need for service attributable to the anticipated DCA development may include an increase: ... only if the council of the municipality has indicated that it intends to ensure that such an increase in need will be met. (s. 5. (1) 3.) In conjunction with the , referenced above, these sections have the effect of DCAs. 5. (1) 4. requiring that the development charge be calculated on the lesser of the historical ten year average service levels or the service levels embodied in future development-related capital forecast prepared for this study ens are only imposed to help pay for projects that have been or are intended to be purchased or built in order to accommodate future anticipated development. It is no of development charges merely to have had the service in the pas demonstrated commitment to continue to emplace facilities or inf this regard, states that: Ontario Regulation 82/98, s. 3 For the purposes of paragraph 3 of subsection 5 (1) of the , the council of a Act municipality has indicated that it intends to ensure that an inc service will be met if the increase in service forms part of an forecast or similar expression of the intention of the council and the plan, forecast or similar expression of the intention of the council has been appr For some projects in the development-related capital forecast, a portion of the project may confer benefits to existing residents. As required by the , these portions of projects and DCA, s. 5. (1) 6. their associated net costs are the funding responsibility of the City from non-development charge sources. The amount of financing for such non-growth shares of projects is also identified as part of the preparation of the development-related capital forecast. There is also a requirement in the to reduce the applicable development charge by the DCA amount of any “uncommitted excess capacity” that is available for a service. Such capacity is available to partially meet the future servicing requirements. Adjustments are made in the analysis to meet this requirement of the . Act Finally, when calculating development charges, the development-r be reduced by ten per cent for all services except engineered services, such as roads and related and storm/watercourse infrastructure, and protection services, s). DCA, s. 5. (1) 8 The ten per cent discount is applied to the other services, e.g. indoor recreation and public works, and the resulting financing responsibility from non-development charge sources is identified. HEMSON 1 - 23 14 4.Attribution to Types of Development The next step in the determination of development charges is the allocation of the development-related net capital costs between the residential an In the City of Kitchener the allocation is based on the consideration of such factors as projected changes in population and employment over the planning periods a for services. The residential component of the development charge is applied to different housing types based on average occupancy factors. The non-residential component is applied on the basis of gross building space in square metres. 5.Final Adjustment The final determination of the development charge results from a development-related net capital costs for each service and secto analysis that takes account of the timing of projects and receipt of development charges. Interest earnings or borrowing costs are therefore accounted for in the calculation as allowed under the . DCA HEMSON 1 - 24 15 III DEVELOPMENT FORECAST The following section provides a summary of the development forecasts that have been used as inputs to the development charges calculation for the City. A more detailed summary of the forecasts, including tables illustrating historic trends and forecast results, is provided in Appendix A. The development forecasts were prepared in conjunction with the Development charges for the general services of library, indoor recreation, outdoor recreation, parking, cemeteries and growth-related studies are based on City-wide forecasts. Charges for the engineered services of sanitary servicing, roads and related, wa storm/watercourse, as well as the general services of fire prote on forecasts of development in the City’s suburban areas. Charges for the intensification allowance are based on development forecasts for the City’s cent A.RESIDENTIAL FORECAST Development charges are levied on residential development as a charge per new unit. Therefore, for the residential forecast, a projection of both the population growth as well as the population in new housing units is required. The population growth determines the need for additional facili foundation for the development-related capital program. When calculating the development charge, however, the developme costs are spread over the total additional population that occupy new housing units. This population in new units represents the population from which dev collected. The total ten-year population in new units is forecast at 43,949 for the City, 38,512 for the suburban areas, 3,658 for the central neighbourhoods, and 1,779 for the downtown. The total long-range population in new units to 2031 is forecast at 90,994 for the City, 80,941 for the suburban areas, 7,172 for the central neighbourhoods, and 2,830 HEMSON 1 - 25 16 B.NON-RESIDENTIAL FORECAST Development charges are levied on non-residential development as a charge per unit of gross floor area (GFA). As with the residential forecast, the non-residential forecast requires projection of employment growth as well as a projection of the employment growth associated with new floorspace in the City In order to estimate the number of employees in new floorspace, worker (FSW) for each employment category is then applied to the new floorspace forecast. The following FSW assumptions have been used: 2 Industrial85 m per employee 2 Commercial/Office35 m per employee 2 Institutional50 m per employee The City’s employment growth is estimated at 16,543 jobs over the ten year period to 2023 and 31,685 jobs over the long-range period to 2031. The total ten year GFA growth is forecast at 527,125 square metres for the City, 417,965 square metres for the suburban areas and 76,940 square metres for the central neighbourhoods. The total long r forecast at 1,117,696 square metres for the City, 883,260 square metres for the suburban areas and 164,922 square metres for the central neighbourhoods. Table 1 summarizes the development charge development forecast f HEMSON 1 - 26 1 - 27 18 IVHISTORICAL CAPITAL SERVICE LEVELS The and require that the development charges be set at a level no higher DCAO. Reg. 82/98 than the average service level provided in the City over the ten year period immediately preceding the preparation of the background study, on a service For non-engineered services (library, fire protection, etc.) the documenting service levels for the preceding ten years: in this case, for the period 2004 – 2013. Typically, service levels for non-engineered services are measured as a ratio of inputs per capita or inputs per capita and employment. With engineered services such as watermains and roads engineering and environmental/regulatory standards are used in l requires that when defining and determining historic service le O. Reg. 82/98 and of service be taken into consideration. In most cases, the serv quantityquality initially established in quantitative terms. For example, servic in terms of square feet per unit. The qualitative aspect is introduced by the consideration of the replacement monetary value of the facility or service. In the case of buildings, for example, the cost would be shown in terms of dollars per square foot to replace or construct a facility of the same quality. This approach helps to ensure that the development-related capital facilities that are to be charged to new development reflect not only the quantity (number and size) but also the quality (value or cost) of service provided by the City in the past. Both the quantitative and qualitative aspects of service levels used in the current analysis are based on information provided by City staff. This information is generally based on historical records and the City’s and surrounding municipalities’ experience with costs to acquire equipment and infrastructure. Table 2 summarizes service levels for all services included in t Appendix B provides detailed historical inventory data upon whic levels is based for the general services. HEMSON 1 - 28 19 TABLE 2 CITY OF KITCHENER SUMMARY OF AVERAGE HISTORICAL SERVICE LEVEL S 2004 - 2013 Historical Average ServiceService Level 1.0LIBRAR$329.84per capita Y Buildings$217.12per capita Land$30.10per capita Materials$78.45per capita Furniture And Equipment$4.17per capita 2.0FIRE PROTECTION$168.55per capita & employment Buildings$78.94per capita & employment Buildings 0.25sq.ft./capita & employment Land$28.42per capita & employment Land 0.25ha/10,000 capita & employment Vehicles$38.40per capita & employment Equipment And Gear$22.79per capita & employment 3.0INDOOR RECREATION$1,401.16per capita Buildings$1,182.53per capita Buildings 4 .21sq.ft./capita Land$218.63per capita 4.0OUTDOOR RECREATION$618.96per capita Developed Parkland$300.94per capita Developed Trails$71.20per capita Park Facilities$169.54per capita Park Buildings & Fleet$77.29per capita 5.0PUBLIC WORKS$333.98per capita & employment Buildings$131.94per capita & employment Buildings 0.69sq.ft./capita & employment Land$74.39per capita & employment Land 0.62ha/10,000 capita & employment Vehicles & Equipment$127.65per capita & employment 6.0PARKING$408.44per capita & employment Parking Spaces$228.22per capita & employment Parking Spaces (Land)$179.39per capita & employment Parking Metres$0.83per capita & employment 7.0CEMETERIES$98.63per capita & employment HEMSON 1 - 29 20 VDEVELOPMENT-RELATED CAPITAL FORECAST The requires the Council of a municipality to express its intent to DCA facilities at the level incorporated in the development charges Section II, states that: Ontario Regulation 82/98, s. 3 For the purposes of paragraph 3 of subsection 5 (1) of the , the council of a municipality has Act indicated that it intends to ensure that an increase in the need for service will be met if the increase in service forms part of an official plan, capital forecast or similar expression of the intention of the council and the plan, forecast or similar expre has been approved by the council. A.A DEVELOPMENT-RELATED CAPITAL FORECAST IS PROVIDED FOR COUNCIL APPROVAL Based on the development forecasts summarized in Section III and detailed in Appendix A, staff of the City, in collaboration with the consultant, have developed a development-related capital forecast which sets out those projects that are required to service anticipated development. For all general services the capital plan covers the ten year period engineering services the capital plan covers the long range peri It is recommended that Council adopt the development-related cap the purposes of the development charges calculation. It is assum and forecasts will continue to bring forward the capital projects presented here as they will be needed to service the anticipated development in the City. It is changes to the forecast presented here may occur through the City’s normal capital budget process. B.DEVELOPMENT-RELATED CAPITAL FORECAST FOR GENERAL SERVICES A summary of the ten-year development-related capital forecast f in Table 3. The table shows that the gross cost of the City’s capital forecast is estimated to be $243.5 million. Grants or subsidies in the amount of $18.4 milli the net cost of the development-related capital program is $225. HEMSON 1 - 30 1 - 31 22 Of this $225.1 million net capital cost, approximately $57.2 million (25 per cent) is related to capital works for the indoor recreation service. Another $52.6 mper cent) is required to fund public works infrastructure. The cost of adding new outdoor recreation and library infrastructure totals $39.5 million (18 per cent) and $35.9 million (16 per cent) respectively. New infrastructure for parking adds another $33.3 million (15 per cent) to the capital forecast. That portion of the City’s forecast which relates to the provision of development-related studies is referred to as growth studies. It amounts to $2.4 million, or 1 per cent of the total. Finally, The cost of adding new cemeteries and fire protection infrastructure totals $2.4 million (1 per cent) and $1.9 million (1 per cent) respectively This capital forecast incorporates those projects identified to anticipated in the next ten years. It is not implied that all of these costs are to be recovered from new development by way of development charges (see the following Section VI for the method and determination of net capital costs attributable to developme forecast may relate to replacement of existing capital facilities, to shares of projects that benefit the existing community, or to development anticipated to occur beyond the 2014–2023 planning period. In addition to these reductions, the amounts shown on Table 3 have not been reduced by the ten per cent deduction for various “soft” services as reqof the . s. 5 (1) 8 DCA After these reductions the remaining development-related capital costs are brought forward to the development charge calculation. Further details on the capital plans for each individual general service category are available in Appendix B. C.DEVELOPMENT-RELATED CAPITAL FORECAST FOR ENGINEERING SERVICES Table 4 presents a summary of the development-related capital forecast for the City’s engineering infrastructure over the period 2014 to 2031. The table shows that the gross cost of the City’s engineered service capital forecast is estimated to be $189.8 million. Grants and subsidies in the amount of $1.3 million have been identified. Thus, the net cost capital program is $188.5 million. Further details on the development charges calculations for the engineering services are available in Appendix C. Details on individual projects in the development-related capital forecast are provided in Appendix D. HEMSON 1 - 32 1 - 33 24 VIPROPOSED DEVELOPMENT CHARGES ARE CALCULATED IN ACCORDANCE WITH THE DCA This section summarizes the calculation of development charges f the resulting total development charge by type of development. For all services, the calculation of the “unadjusted” per capita (residential) and per square metr reviewed. Adjustments to these amounts resulting from a cashflow analysis that accounts for interest earnings and borrowing costs are also discussed. For residential development, an adjusted total per capita amount is applied to different housing types on the basis of average occupancy factors. For non-residential development the proposed development charge rates are based on gross floor area (GFA) of It is noted that the calculation of the development charges does not include any provision for exemptions required under the , for example, the exemption for enlargements of up to DCA fifty per cent on existing industrial buildings. Such legislated exemptions, or other exemptions which Council may choose to provide, will result in a loss of development charge revenue for the affected types of development. Any such revenue loss may not be offset, however, by increasing other portions of the calculated charge. A.DEVELOPMENT CHARGE CALCULATION 1. Unadjusted Residential and Non-Residential Development Charge A summary of the “unadjusted” residential and non-residential development charges for the general services is presented in Table 5. Further details of the general service category are available in Appendix B. The capital forecast for the general services incorporates those to development anticipated in the next ten years. However, not all of the capital costs are to be recovered from new development by way of development charges. Table 5 shows that $56.4 million of the capital forecast relates to replacement of existing capital facilities or for shares of projects that provide benefit to the existing community. Another share of the forecast, $72.9 million, is either attributable to development beyond the 2023 period (and can therefore only be recovered under future development charge studies) or represents a service level increase in the City. In addition, $17.4 million has been committed to projects in the capital forecast from HEMSON 1 - 34 1 - 35 26 existing development charge reserve funds. Finally, the capital reduced by the legislated ten per cent discount, or $14.0 million, for various “soft” services as mandated by of the . s. 5 (1) 8. DCA The total net development related capital costs eligible for rec results in unadjusted development charges for each service expressed as a per capita charge for residential development and a charge per square metre of new gro residential development. These unadjusted development charges ar Table 5. Table 6 presents the “unadjusted” residential and non-residentia engineering infrastructure. It shows that of the total net cost of the capital program, estimated to be $188.5 million, $705,000 has been committed to the program from existing development charge reserve funds collected from prior development and $32.5 million is considered to replace existing infrastructure or to benefit the existing community. The remaining $155.3 million is carried forward to the development charge calculation. Of this cost, $123.7 million has been allocated to new residential development and $31.9 million has been allocated to new non- residential development. The allocation of engineering service costs yields unadjusted ch as a per capita charge for residential development and a charge residential development. Further details of the calculations for available in Appendix C. Additional details about specific proje provided in Appendix D. 2. Adjusted Residential and Non-Residential Development Charge R Final adjustments to the “unadjusted” development charge rates are made through a cashflow analysis. The analysis, details of which are included in Appendi borrowing cost and interest earnings associated with the timing of expenditures and development charge receipts for each service category. Table 7 summarizes th the residential component of the development charge rate. As sho rate is increased by $262 from $3,244 per capita to $3,506 per capita after the cashflow analysis. Table 7 also provides the calculated rates by residential unit w ranging from a high of $10,518 per unit for single and semi detached units in the suburban areas to a low of $1,666 per unit for lodging units in the central nei The calculated unadjusted and adjusted non-residential developme 2 in Table 8. The calculated adjusted rate for new non-residential development is $54.17 per m 2 in the suburban areas and $16.37 per m in the central neighbourhoods, which represents an 222 increase of $11.60 per m and $7.17 per m from the unadjusted rates of $42.57 per m and $9.20 2 per m respectively. HEMSON 1 - 36 1 - 37 1 - 38 1 - 39 30 B.COMPARISON OF 2014 NEWLY CALCULATED DEVELOPMENT CHARGES WITH CHARGES CURRENTLY IN FORCE IN CITY OF KITCHENER Table 9 presents a comparison of the newly calculated residential and non-residential development charges with currently imposed development charge ra It demonstrates that the newly calculated residential development charge rates are increasing in the suburban areas between 5 per cent and 11 per cent depending on the unit type. In the central neighbourhoods residential charges are decreasing by between 1 per cent and 5 per cent except for townhouse units, which are increasing by 1 per cent. The newly calculated development charge rate for non-residential 22 $6.55 per m, or 14 per cent, in the suburban areas and decreases by $2.17 p, or 12 per cent, in the central neighbourhoods. HEMSON 1 - 40 1 - 41 32 VIILONG TERM CAPITAL AND OPERATING COSTS This section provides a brief examination of the long term capit capital facilities and infrastructure to be included in the deve examination is required as one of the features of the Development Charges Act, 1997. A.NET OPERATING COSTS FOR CITY SERVICES TO INCREASE OVER THE FOR PERIOD Table 10 summarizes the estimated increase in net tax supported will experience for additions associated with the planned capita included in Appendix F. As shown in Table 10, by 2023 the City’s net tax supported operating costs are estimated to increase by about $4.8 million. The most significant portion of costs arising from increased indoor and outdoor recreation, and B.LONG TERM CAPITAL FINANCING FROM NON-DEVELOPMENT CHARGE SOURCE TOTALS $99.1 MILLION Table 10 also summarizes the components of the development-related capital forecast that will require funding from non-development charge sources as discussed above in Section VI. Of the $352.2 million 2014 to 2023 net capital forecast, about $99.1 million will need to be financed from non-development charge sources over the next ten years. This includes about $14.0 million in respect of the mandatory ten per cent discount required by th for “soft” services and DCA about $85.1 million for shares of projects related to capital re shares of projects that provide benefit to the existing community. This is largely related to the general services development-related capital programs which have to existing shares. Council is made aware of these factors so that they understand the financial implications of the quantum and timing of the projects included in the development-related capital forecast in this study. HEMSON 1 - 42 1 - 43 34 APPENDIX A DEVELOPMENT FORECAST HEMSON 1 - 44 35 APPENDIX A DEVELOPMENT FORECAST This appendix provides the details of the development forecast that was used to prepare the 2014 for the City of Kitchener. Development Charges Background Study The forecast method and key assumptions are discussed. The results of the forecasts are presented in the following tables: Historical Development A.1 Population, Dwellings & Employment A.2 Housing Activity – Completions A.3 Housing Activity – Building Permits A.4 Households by Period of Construction Showing Household Size Forecast Development A.5 City Population, Household & Employment Forecast Summary A.6 City Population & Household Growth Summary A.7 Housing Growth by Unit Type A.8 Population in New Housing by Unit Type A.9 Sub-Municipal Housing Growth A.10 Non-Residential Space Forecast A.11 Sub-Municipal Employment Growth 2 A.12 Sub-Municipal Floorspace Forecast by Type (m) A.FORECAST AND KEY ASSUMPTIONS The () requires the City to estimate “the anticipated Development Charges ActDCA amount, type and location of development” for which development charges may be imposed. The development forecast must cover both residential and non-residential development and be specific enough with regards to quantum, type, location and timing of development to allow the City to prepare a reasonable related capital program. A ten year development forecast, from 2014 to 2023, has been used for all the development charge eligible general services in the City. For engineered services, a long-term forecast from 2014 to 2031 has been prepared. HEMSON 1 - 45 36 The development forecast is based on estimates of development occurring within the City’s approved development areas. This is consistent with Provi that require development charges forecasts be based on areas approved for development in a municipality’s official plan. The forecasts used in this DC Study are consistent with the long-term population and employment targets established for the City of Kitchener by the Region of 1 Waterloo. Development charges for the general services of Library, Indoor Recreation, Outdoor Recreation, Parking, Cemeteries and Growth-Related Studies, are based on the City- wide forecasts shown below. For the purposes of calculating a development charge the City-wide forecasts exclude growth and development that is projected for the downtown core in which, under Part 1 s.2 (3) of the City’s development charges by- law, development is exempt from development charges. Costs assoc providing the above services to development in the downtown core have also been removed from the development charge calculation on a pro-rata basis. Charges for the engineered services of Sanitary Servicing, Roads and Related, Watermains, Engineering Studies, and Storm/Watercourse, as well as the general services of Fire Protection and Public Works, are based on forecasts of development in the City’s suburban areas. Charges for the Intensification Allowance are based on development forecasts for the City’s central neighbourhoods (excluding the downtown core exemption area). The previous development charge background study included downtown development and downtown development-related capital costs in the development charge calculations. It is noted that the treatment of the downtown in this study has no effect on the quantum of the calculated development charges. 1 That is, a population target of 313,000 and an employment target of 130,000 for 2029 (see Regional Official Plan, 2010, Table 1, p.11). It is noted that this population target includes a census undercount estimate of 4%. The equivalent “census” popula HEMSON 1 - 46 37 B.HISTORICAL DEVELOPMENT IN THE CITY The City has experienced steady and sustained population, household and employment growth over the last ten years. The growth was fuelled by the City’s role as the largest urban area in a Region that has both a strong loc experienced high levels of net in-migration. Historical growth and development figures presented here are based on Statistics Canada census data and the City’s historical building permit data to September 2013. A “Census-based” definition of population is used for the purposes of the development charges study. This definition does not include the Census net undercoverage which is typically included in the definition of “total” population used by the City in its and by the Region in its Official Growth Management Plan Plan. For development charges purposes, a ten year historical period of 2004 to 2013 is used for calculating service levels. Since 2011 was the year of the last Census, figures for 2012 and 2013 are estimated. Table A.1 shows that population growth across the City remained steady between 1.3% and 1.5% over the historical period to 2011. The number of the City increased at slightly higher rate than the population over the same period. This difference is the result of a decline in the average number of persons residing in dwelling units. Total employment numbers used in Table A.1 are based on Statistics Canada place of work data. Place of work employment figures record where people work rather than their place of residence. Table A.1 shows that the City’s employment grew over the last decade, from about 88,303 jobs in 2001 to about 99,251 City’s activity rate (the ratio of employment to population) has decreased in recent years as a result of the rate of population growth being higher than that of employment growth. The amount of new floorspace added in the City has fluctuated from year to year. Between 2004 and 2012, the average annual amount of new floor sp 2 76,033 m. New space has fallen below this average for the last three years (2011- 2013). HEMSON 1 - 47 38 Details on housing unit growth in the City since 2004 are provided in Table A.2. The overall market share of single-detached, semi-detached, row and other types of ground-oriented units has remained steady over the last 10 years (approximately 56% for singles and semis and 23% for rows). However, the apartment has fluctuated greatly over the same period. Apartment construct much as 46% of all units in 2013 and as low as 7% of all units i Similar trends may be seen in the building permit data show in Table A.3. Table A.4 provides details on historical occupancy patterns in the City. The overall average occupancy level in the City is 2.55 persons per housing unit (ppu). Occupancy levels for recently constructed units (2001-2011) are higher than the overall average and are used in the development charges calculation since they better reflect the number of people that will be residing in new average ppu of single and semi detached units built in the City in the period 2001 to 2011 is 3.29. Average ppus for recently constructed row housing and apartments are 2.33 and 1.82 respectively. C.FORECAST METHOD AND RESULTS This section describes the method used to establish the development forecast for the periods 2014 to 2023 and 2014 to 2031. Development charges are levied on residential development as a charge per new unit. Therefore, for the residential forecast, a projection of b population 2 as well as the is required. growthpopulation in new housing The determines the need for additional facilities and population growth provides the foundation for the development-related capital program. When calculating the development charge, however, the developmen related net capital costs are spread over the total additional population that occupies new housing units. This represents the population in new units population from which development charges will be collected. 2 Commonly referred to as “net population growth” in the context of development charges. HEMSON 1 - 48 39 Development charges are levied on non-residential development as a charge per unit of gross floor area (GFA). As with the residential forecast, the non-residential forecast requires both a projection of as well as a projection of the employment growth in the City. employment growth associated with new floorspace 1.Residential Forecast The residential forecast for the City is anchored on the population target of 313,000 in 2029 established by the Region of Waterloo (see above). The residential development charges calculation is based on a fo population growth and population growth in new housing units for the City and in each of the areas to which the charges apply: the central neighbourhoods and the suburban areas. Population growth in the downtown exemption area has been removed from the forecast for development charge calculation purposes. A detailed analysis conducted by the City as part of its (KGMS), Growth Management Strategy including annual , provide information on the City’s KGMS Monitoring Reports capacity to accommodate a share of the Region’s housing unit forecast by type. The reveals that the City can currently accommodate 2013 KGMS Monitoring Report approximately 45,700 new single-detached, semi-detached, row, and other multiples units, of which an estimated 15,650 units are single- and semi-d (mostly in the suburban areas). The residential development forecast is predicated on the City building out the entire single- and semi-detached unit supply by 2031. To achieve its 2031 population target, it is estimated that the City would also need to experience growth of about 8,359 rowhouse and other multiple uni apartment units over the period. This pattern of housing unit growth would represent somewhat higher density housing than the pattern experienced in the City over the last ten years, especially for the period leading to 2031 as the supply of Greenfield land dwindles. Such a pattern is, however, in keeping with City and Regional policies aimed at promoting intensification. Table A.5 summarizes the population and household development forecast for the City between 2014 and 2031. The City is forecast to grow by about 88,525 persons and 35,001 households over the period. Table A.6 shows the population and household development forecast for the City less the downtown core. The City less HEMSON 1 - 49 40 the downtown is forecast to grow by about 70,820 persons and 33, 2031. A breakdown of the housing unit forecast for the City less the downtown is shown in Tables A.7 and A.8. Population growth in the new units is estimated by applying the following ppus to the housing unit forecast: 3.29 for single and semi-detached units; 2.33 for rows and other multiples; and 1.82 for apartments. The ppu estimates are based upon the historical time series of population growth in housing by period of construction provided in Table A.4. The total population growth in new units in the City is forecast at 42,170 for the period 2014 to 2023 and at 88,114 for the period 2014 to 2031. Table A.9 summarizes the household development forecast for the suburban area, central neighbourhoods and downtown between 2014 and 2031. The suburban areas are forecast to grow by about 15,542 single and semi-detached un term with the market share of these unit types declining over the period as the City’s remaining greenfield land is developed. Overall, the suburban areas are forecast to grow by 14,139 units between 2014 and 2023 and by 29,775 units between 2014 and 2031. Population growth in new units in the suburban areas is es between 2014 and 2018 and at 80,941 between 2014 and 2031. The vast majority of housing unit growth in the downtown and central neighbourhoods is forecast to be in the form of row units and apartments. Overall, the central neighbourhood areas are forecast to grow by 1,859 units between 2014 and 2023 and by 3,683 units between 2014 and 2031. Population gr units in the central neighbourhoods is estimated at 3,658 betwee and at 7,172 between 2014 and 2031. Housing unit growth in the downtown is less pronounced and primarily takes the form of apartments, with more than 90% of the growth in the forecast period occurring in apartments. Overall, the downtown is expected to grow by 972 units 3 between 2014 and 2023 and by 1,543 units between 2014 and 2031. Population 3 The 400 apartment units listed in the downtown in 2014 represent known developments that will be drawing permits in 2014. HEMSON 1 - 50 41 growth in new units is estimated at 1,779 between 2014 and 2023 and at 2,830 between 2014 and 2031. 2.Non-Residential Forecast The employment forecast is anchored on the employment target of 130,000 in 2029 established by the Region of Waterloo (see above). Table A.6 shows that total Census employment by place of work (or “net” employment) is forecast to grow by about 31,685 over the forecast period to 2031. Non-residential development charges are calculated on a per unit of gross floor area (GFA) basis. Therefore, as required by the , a forecast of future non-residential DCA building space has been developed. As with the residential forec forecast covers the ten year period from 2014 to 2023 for general services and the long-term period from 2014 to 2031 for the engineered services. The floorspace forecast for industrial, commercial and institutional uses is based on historical floorspace trends and averages. The forecast also acc expected developments in the near- to medium-term as well as the long-term outlook for employment envisioned by the Regional Official Plan. An assumed floorspace per worker (FSW) for each employment category is then applied to the new floorspace forecast in order to estimate the number of associated employees. The following FSW assumptions have been used: 2 Industrial 85 m per employee 2 Commercial 35 m per employee 2 Institutional 50 m per employee The employment and floorspace forecasts for the City, less the downtown core area, are summarized in Table A.10. The total floorspace growth is forecast at 1,048,182 m2 over the long-term of which the largest component relates to commercial 2 development (554,094 m or 53%) followed by institutional development (293,591 22 m or 28%) and industrial development (200,497 m or 19%). HEMSON 1 - 51 42 Table A.11 summarizes the employment and floorspace forecasts for the suburban areas, central neighbourhoods, and downtown. The breakdown of forecast floorspace by type for each area is shown in Table A.12. HEMSON 1 - 52 1 - 53 1 - 54 1 - 55 1 - 56 1 - 57 1 - 58 1 - 59 1 - 60 1 - 61 52 APPENDIX B GENERAL SERVICES TECHNICAL APPENDIX HEMSON 1 - 62 53 APPENDIX B GENERAL SERVICES TECHNICAL APPENDIX INTRODUCTION AND OVERVIEW This appendix provides the detailed analysis undertaken to establish the development charge rates for each of the general services in the City of Kitchener. The appendix is divided into eight sub-sections, with one section for each of the general services: B.1 Library B.2 Fire Protection B.3 Indoor Recreation B.4 Outdoor Recreation B.5 Public Works B.6 Parking B.7 Cemeteries B.8 Growth-Related Studies Every sub-section, with the exception of Growth-Related Studies, contains a set of three tables. The tables provide the background data and analysis undertaken to arrive at the calculated development charge rates for that particular service. An overview of the content and purpose of each of the tables is given below. With the exception of Fire Protection and Public Works, the benefits of the general services listed above are deemed to be City-wide for the purpose of calculating a development charge. As the costs eligible for development charge recovery for Fire Protection and Public Works relate to the expansion of these services to meet the needs of development only in the suburban areas the development charge for these services is based on suburban area development only. TABLE 1 HISTORICAL SERVICE LEVELS Table 1 presents the data used to determine the ten year historical service level. The () and require that Development Charges ActDCAOntario Regulation 82/98 development charges be set at a level no higher than the average service level HEMSON 1 - 63 54 provided in the City over the ten year period immediately preceding the preparation of the background study, on a service by service basis. For the purpose of this study, the historical inventory period has been defined as 2004 to 2013 requires that when defining and determining historical service levels O. Reg. 82/98 both the quantity and quality of service be taken into consideration. In most cases, the service levels are initially established in quantitative terms. For example, service levels for buildings are presented in terms of square feet per unit. The qualitative aspect is introduced by considering the monetary value of the facility or service. In the case of buildings, for example, the cost would be shown in terms of dollars per square foot to replace or construct a facility of the same quality. This approach helps to ensure that the capital facilities that are to be charged to new development reflect not only the quantity (number and size) but also the quality (value or cost) the City in the past. Both the quantitative and qualitative aspects of service levels used in the current analysis are based on information provided by City staff. This information is generally based on historical records and experience with costs to acquire or construct similar facilities, equipment and infrastructure. The final page of Table 1 shows the calculation of the “maximum envelope”, net of uncommitted excess capacity. The maximum allowable is defined as the ten year historical service level (expressed as either $/capita or $/capita and employment) multiplied by the forecast increase in net population or net population and net employment over the planning period. The resulting figur capital infrastructure that must be constructed for that particular service so that the ten year historical service level is maintained. There is also a requirement in the to consider “excess capacity” within the City’s DCA existing infrastructure that may be available to partially meet future servicing requirements. If Council has expressed its intent, before or at the time the capacity was created, to recoup the cost of providing the capacity from new development, it is considered “committed excess capacity” under the and the associated capital DCA cost is eligible for recovery. Should uncommitted excess capacity exist it will be determined whether or not this capacity will be available to service new development and, if so, appropriate adjustments will be made to the calculat HEMSON 1 - 64 55 TABLE 2 2014 – 2023 DEVELOPMENT-RELATED CAPITAL PROGRAM & CALCULATION OF UNADJUSTED DEVELOPMENT CHARGE The requires that Council express its intent to provide future capital facilities to DCA support future development. Based on the development forecasts presented in Appendix A, a development-related capital program which sets out the projects required to service anticipated development for the ten-year period from 2014 to 2023 has been developed. The development-related capital program for shown as Table 2 of each sub-section. The gross costs of projects shown in the capital programs are ba City’s 10-year capital forecast, adjusted downwards to current (2014) dollars and by removing, for City-wide services, that portion of project costs that benefit the Downtown. To determine the share of the program that is eligible for recovery through development charges, the gross project costs are reduced by any anticipated grants or subsidies, “benefit to existing” shares, and the mandatory 10% reduction for all services except Fire Protection and Public Works. A benefit to existing share represents that portion of a capital project that will benefit the existing community. It could, for example, represent a porti that, at least in part, replaces a facility that is demolished, redeployed or will otherwise not be available to serve its former function (a “replacement” share). The benefit to existing share of the capital program is not deemed to be development-related and is therefore removed from the development charge calculation. The capital cost for benefit to existing shares will require funding from non-development charge sources, typically property taxes or user fees. When calculating development charges, the development-related ne must be reduced by 10% for all services except protection servic services ( s.5.(1)8.). The 10% discount is therefore applied to all general services DCA considered in this appendix with the exception of the Fire Protection and Public Works services. As with benefit to existing shares, the 10% mandatory reduction must be funded from non-development charge sources. The capital program less any benefit to existing shares and the 10% reduction, yields the development-related costs. Although deemed development-related, not all of the HEMSON 1 - 65 56 net development-related capital program may be recoverable from charges in the period from 2014 to 2023. For previously built facilities—such as the Central Library, Kitchener Operations Facility, and Charles and Block parking garages—that were oversized to provide services to development within the ten year period, development charge monies have already funded a portion of development-related capital costs (“committed DC reserve funds”) Additionally, for some of the services, a portion of the capital program will service development that will not occur until after 2023. This portion o is either deemed “pre-built” service capacity to be considered as committed excess capacity to be recovered under future development or represents a future service level increase that is ineligible for development charge recovery. The remaining portion of the net capital program represents the cost that may be included in the development charge calculation. In all cases this amount is equal to or less than the maximum allowable funding en calculated on the final page of Table 1, adjusted downwards by an amount equivalent to any current reserve fund deficit (see below). The result is t development-related net capital cost that is eligible for recovery through development charges over the period from 2014 to 2023. Calculation of the Unadjusted Development Charge Rates The section below the capital program displays the calculation of the “unadjusted” development charge rates. The term “unadjusted” development charge is used to distinguish the charge that is calculated prior to cash flow financing considerations. The cash flow analysis is shown in Table 3. The first step when determining the unadjusted development charge rate is to allocate the development-related net capital cost between the residential sectors. For all City-wide general services except the Library, Indoor Recreation, Outdoor Recreation, and Cemeteries the development-related costs have been allocated 79% residential and 21% non-residential. This ratio is based on forecast changes in population in new housing units and employment in new non-residential floor space over the planning period (less development in the Downtown). The development-related costs associated with the Library, Indoor Recreation, Outdoor Recreation, and Cemeteries have been allocated 100% to residential HEMSON 1 - 66 57 development because the need for these services is driven entirely by the residential sector. For Fire Protection and Public Works the development-related costs have been allocated 80% residential and 20% non-residential based on forecast changes in population in new housing units and employment in new non-residential floor space over the planning period in the suburban areas only. The residential share of the 2014-2023 development charge eligib divided by the forecast population growth in new units. This gives the unadjusted residential development charge per capita. The non-residential development-related net capital costs are divided by the forecast increase in non-residential gross floor area (GFA). This yields a charge per square foot of new non-residenti TABLE 3 CASH FLOW ANALYSIS A cash flow analysis is also undertaken to account for the timing of projects and receipt of development charges. Interest earnings or borrowing costs are, therefore, accounted for in the calculation as allowed under the . Based on the DCA development forecast, the analysis calculates the development charges rate that is required to finance the net development-related capital spending plan including provisions for any borrowing costs or interest earnings on the r flow analysis is designed so that the closing cash balance at the end of the planning period is as close to nil as possible. Opening cash balances in the cash flow analysis reflect the reserve fund balances that are available to fund development-related capital works as at 31 Where a current reserve fund is in a deficit the maximum allowable funding envelope has been reduced by an amount equivalent to the deficit (see above). A summary of the reserve fund balances, as well as projected reserve fund balances over the ten year planning period for each service, is shown in Appendix E. In order to determine appropriate development charges rates reflecting borrowing and earnings necessary to support the net development-related funding requirement, assumptions are used for the inflation rate and interest rate. An inflation rate of 2.0% is used for the funding requirements, and interest rates of 5.5% (negative balance) and HEMSON 1 - 67 58 3.5% (positive balance) are used for borrowing/earnings on the funds. This yields effective real discount rates of 3.5% and 1.5% respectively. Table 3 displays the results of the cash flow analysis and provides the adjusted or final per capita residential and per square foot (of GFA) non-residential development charges. HEMSON 1 - 68 59 APPENDIX B.1 LIBRARY HEMSON 1 - 69 60 APPENDIX B.1 LIBRARY The Kitchener Public Library provides library services in a central library facility— currently undergoing substantial renovation and expansion—and four branch libraries. The benefits of the Library are deemed to be City-wide for the purpose of calculating the development charge. TABLE 1 2004-2013 HISTORICAL SERVICE LEVELS Table 1 (pages 1-2) displays the Library’s ten year historical inventory for buildings, land, materials, and furniture and equipment (excluding personal computers). The current building area totals 86,190 sq.ft. and has a current replacement value of $33.8 million. The land associated with the buildings totals 1.60 hectares and is valued at $6.4 million. The buildings contain resource materials valued at $14.8 million and equipment (including cataloguing and self check-out systems) valued at $1.1 milliom. The 2013 full replacement value of the inventory of capital assets for the Library is $56.1 million and the ten year historical average service level (page 3). The historical service level, multiplied by the ten year forecast City net population growth (less the Downtown), results in a ten year max funding envelope of $10.9 million. No uncommitted excess capacity has been identified for the Library. However, Library capital costs must cent as per the . The resulting net maximum allowable funding envelope brought DCA forward to the development charges calculation is therefore reduced to $9.8 million. TABLE 2 2014 – 2023 DEVELOPMENT-RELATED CAPITAL PROGRAM & CALCULATION OF UNADJUSTED DEVELOPMENT CHARGE The development-related capital program for the Library totals $35.9 million and includes two facility expansions. The first is the ongoing renovation and expansion to the Central Library facility at a total cost of $24.1 million. The second is the construction of a new South End Community Library from 2019 to 2021 at a total cost of $8.7 million. A large portion of the Central Library project cost, $23.0 million, represents that part of the facility that has already been const the time of construction, Council expressed its intent to pay for part of the facility HEMSON 1 - 70 61 through development charges, the development-related capital costs are eligible for development charge funding as “committed excess capacity” under . A DCA substantial portion of the Central Library cost, $7.9 million, is related to the renovation of the existing facility and is removed from development charge consideration as a benefit to existing share. The City is also anticipating adding $430,000 worth of additional library materials and $2.8 million in other capital over the 2014-2023 planning period other capital investment, $2.1 million, represents either a replacement of existing equipment and technology or a benefit to existing share. Of the Library development-related capital costs, $2.6 million represents the ten per cent discount imposed by the . The discounted development-related net capital DCA cost of $23.3 million is carried forward to the development char $23.3 million, $3.2 million has already been funded from development charge reserve funds and $10.7 million represents that portion of the development-related costs that exceed the maximum allowable and is either a post-2023 share or a future service level increase. The remaining $9.3 million (equal to the maximum allowable adjusted downwards to account for a $420,831 reserve fund deficit) is car development charges calculation. As shown at the base of Table 2, the entire development-related the Library is allocated against residential development in the City (less the Downtown). This results in an unadjusted development charge of $221.61 per capita. TABLE 3 CASH FLOW AND RESERVE FUND ANALYSIS The cash flow analysis is displayed in Table 3. It considers the timing of the projects as well as the timing of the development charge revenues to adjust A negative reserve fund balance in the Library development charges reserve fund of ($420,831) is also eligible for development charge recovery and is treated as committed excess capacity. After cash flow, this contributes to increasing the Library charge to $240.80 per capita. The following table summarizes the calculation of the Library development charge: HEMSON 1 - 71 62 LIBRARY SUMMARY 10-year Hist.2014 - 2023Unadjusted Adjusted Service LevelDevelopment Charge Development Charge Development-Related Capital Program per capitaTotalNet DC Recoverable$/capita$/sq.m $/capita$/sq.m $329.84$35,931,113$9,345,483$221.61$0.00 $240.80$0.00 HEMSON 1 - 72 1 - 73 1 - 74 1 - 75 1 - 76 1 - 77 68 APPENDIX B.2 FIRE PROTECTION HEMSON 1 - 78 69 APPENDIX B.2 FIRE PROTECTION The Fire Department is responsible for the provision of fire protection services across the entire City. However, as the costs eligible for development charge recovery relate to the expansion of fire services to meet the needs of development in the suburban areas, the development charge for fire is based on suburban area development only. TABLE 1 2004-2013 HISTORICAL SERVICE LEVELS The Fire ten year historical inventory of capital assets includes seven fire stations (page 1). The combined area of the stations is 79,818 sq.ft. and valued at $25.3 million. The land area associated with the buildings is 8.01 hectares and is valued at almost $8.8 million. Fire vehicles add another value of the inventory. Finally, personal fire fighter equipment, office furniture, equipment, and software, and specialized equipment add another $6.0 million to the value of the inventory (page 2). The current replacement value of the Fire capital infrastructure is $52.4 million. It has provided the City with a ten year average service level of $168.55 per capita and employment (page 3). This service level, when multiplied by the ten year growth in net population and employment in the suburban areas, results in allowable funding envelope of $5.8 million that can be considere through development charges. No uncommitted excess capacity of service has been identified. Thus the full $5.8 million, being exempt from the mandatory 10% capital cost reduction, can be considered for recovery through development charges. TABLE 2 2014 – 2023 DEVELOPMENT-RELATED CAPITAL PROGRAM & CALCULATION OF UNADJUSTED DEVELOPMENT CHARGE The City is currently undertaking a Fire Master Plan. It is anticipated that the Plan will recommend that no new buildings, land, or furnishings are required to accommodate the increased need for service arising from development. However, in order to maintain response time and other service level standard HEMSON 1 - 79 70 areas, provision has been made for an additional tanker ($726,75 technologies ($1.0 million). A small portion of the investment in radio system upgrades in 2014 and 2020 is also considered to be development-related. The total ten year capital forecast for Fire amounts to $1.9 million, of which $1.8 million is considered to be related to development in the surburban areas. This cost, being exempt from the ten per cent reduction applied to other general services and being less than the $5.4 maximum allowable funding envelope (adjusted downwards to account for a $373,076 reserve fund deficit), is carried forward to the development charges calculation. The ten year development-related net capital cost of $1.8 million is allocated 80 per cent against residential development, or $1.4 million, and 20 pe residential development, or $350,419. The allocation is based on changes in population in new housing units and employment over the 10 year planning period in the suburban areas. The resulting unadjusted development charge rates are $36.46 per capita for new residential development and $0.84 per square metre for new non-residential development. TABLE 3 CASH FLOW ANALYSIS The cash flow analysis is displayed in Table 3. It considers the timing of the projects as well as the timing of the development charge revenues to adjust A negative reserve fund balance in the Fire Protection development charges reserve fund of ($373,076) is also eligible for development charge recov committed excess capacity. After cash flow, this contributes to increasing the Fire charges to $45.60 per capita and $1.00 per square metre. The following table summarizes the calculation of the Fire development charge: FIRE PROTECTION SUMMARY 10-year Hist.2014 - 2023Unadjusted Adjusted Service LevelDevelopment Charge Development Charge Development-Related Capital Program per pop & empTotalNet DC Recoverable$/capita$/sq.m $/capita$/sq.m $168.55$1,895,750$1,754,662$36.46$0.84 $45.60$1.00 HEMSON 1 - 80 1 - 81 1 - 82 1 - 83 1 - 84 1 - 85 1 - 86 77 APPENDIX B.3 INDOOR RECREATION HEMSON 1 - 87 78 APPENDIX B.3 INDOOR RECREATION The City provides indoor recreation services to City residents at a number of community centres, studios, arenas, seniors centres and other facilities. All City residents have access to all facilities. The benefits of the Indoor Recreation service are deemed to be City-wide for the purpose of calculating the development charge. TABLE 1 2004-2013 HISTORICAL SERVICE LEVELS The combined area of the Indoor Recreation facilities is 1,018,186 sq.ft. and the buildings, including all the furniture and equipment they contai million (page 2). The land area associated with the buildings is 37.49 hectares and is valued at $50.1 million (page 4). The current replacement value of the Indoor Recreation capital infrastructure is $333.2 million. It has provided the City with ten year average service level of $1,401.15 per capita (page 5). This service level, when multipli population growth in the City (less the Downtown), results in a ten year maximum allowable funding envelope of $46.1 million. However, recent facility expansions (primarily the Activa Sportsplex and Sportsworld) has resulted i of service. This excess capacity is valued at $17.9 million and must be netted off the maximum allowable. In addition, Indoor Recreation capital costs must be reduced by 10 per cent as per the . The discounted maximum allowable funding envelope is DCA therefore $25.3 million. This amount is brought forward to the development charge calculation. It is noted that the previous background study calculated ten year maximum allowable funding envelopes for each category of facility identified in the Indoor Recreation capital asset inventory. This category-specific approach is no longer considered appropriate given the City-wide benefit of the development-related capital program. HEMSON 1 - 88 79 TABLE 2 2014 – 2023 DEVELOPMENT-RELATED CAPITAL PROGRAM & CALCULATION OF UNADJUSTED DEVELOPMENT CHARGE The development-related capital program for Indoor Recreation includes one arena project, one indoor pool project, one indoor turf facility, the renovation and expansion of an existing seniors centre, and three community centre projects: The arena project is a new $17.2 million facility to be constructed in the southern part of the City at the end of the ten year planning period. The indoor pool is to be constructed in the City’s south end between 2021 and 2023 at a total cost of $12.2 million. The renovation and expansion of the Rockway Senior Centre, at a total cost of $9.6 million, is planned for the end of the ten year planning period. This project has been included in the development-related capital pro resolution of Council date March 17, 2014. The new indoor turf facility is to be constructed in the City’s south end at the end of the ten year planning period. This project has also been included in the development-related capital program by resolution of Council dat 2014. Three community centre projects, totalling $10.5 million with construction starting in 2017, have been identified in the development-related capital program. Altogether, the Indoor Recreation capital program amounts to $57.2 million. No grants or subsidies are anticipated to offset the cost of the program. The entire cost of the arena, pool, and indoor turf facility and considered to be development-related. Significant portions of the Rockway and community centre project costs, $4.7 million and $3.5 million respectively, represent either a benefit to the existing community or a replacement of existing facilities and are removed from development charge consideration. Of the development-related cost, $4.9 million is removed as it represents the mandatory ten per cent capital cost reduction under the . Of the remaining $44.1 DCA million, $18.7 million represents that portion of the program that exceeds the maximum allowable funding envelope. This $18.7 million post-2023 share may be HEMSON 1 - 89 80 recovered from future development charges. The remaining $25.3 million (equal to the maximum allowable) is carried forward to the development cha The development charge eligible cost of $25.3 million is allocated 100% against residential development. This yields an unadjusted development charge rate of $600.75 per capita. TABLE 3 CASH FLOW ANALYSIS The cash flow analysis is displayed in Table 3. It considers the timing of the projects as well as the timing of the development charge revenues to adjust A positive reserve fund balance in the Indoor Recreation development charges reserve fund of $1,661,835 contributes to reducing the charge to $539.90 per capita. The following table summarizes the calculation of the Indoor Recreation development charge: INDOOR RECREATION SUMMARY 10-year Hist.2014 - 2023Unadjusted Adjusted Service LevelDevelopment Charge Development Charge Development-Related Capital Program per capitaTotalNet DC Recoverable$/capita$/sq.m $/capita$/sq.m $1,401.15$57,160,000$25,333,765$600.75$0.00 $539.90$0.00 HEMSON 1 - 90 1 - 91 1 - 92 1 - 93 1 - 94 1 - 95 1 - 96 1 - 97 88 APPENDIX B.4 OUTDOOR RECREATION HEMSON 1 - 98 89 APPENDIX B.4 OUTDOOR RECREATION The City provides outdoor recreation services to residents through a number of parks, trails, golf courses and other open spaces, all of which contain numerous facilities, buildings and other amenities. As with Indoor Recreation, all City residents have access to all facilities. The benefits of the Outdoor Recreation service are therefore deemed to be City-wide (less the Downtown) for the purpose of calculating the development charge. TABLE 1 2004-2013 HISTORICAL SERVICE LEVELS The City contains almost 1,802 hectares of developed parkland that includes 753 hectares of parks, 898 hectares of open space and 151 hectares of golf course land ($64.1 million value). The City also maintains a 327,923 linear metre trail system. The cost to develop this trail system is estimated at $19.7 million. Development costs associated with the City’s 253 hectares of hazardlands are estimated at $2.8 million (page 1). The outdoor facilities which have been added to the parks include playground equipment, outdoor ice rinks, ball diamonds, basketball courts, a skate park, stadiums, a cricket field, lawn bowling greens, outdoor aquatic facilities, soccer fields, tennis courts, and other amenities. These facilities have a combined value of $40.4 million (pages 2-13). Outdoor buildings, field houses, vehicles, and golf course buildings have an additional value of almost $18.5 million (pages 14-17). The current replacement value of the Outdoor Recreation capital infrastructure is $145.5 million. It has provided the City with a ten year average service level of $618.96 per capita (page 18). This service level, when multiplied by the ten year net population growth in the City (less the Downtown), results in a ten year maximum allowable funding envelope of $20.4 million. Recent capital investments have resulted in an excess capacity of service. The uncommitted portion of this excess capacity is valued at $4.9 million and must be netted off the maximum allowable. The resulting development char costs must be reduced by ten per cent ($1.6 million) under the . DCA HEMSON 1 - 99 90 The discounted maximum allowable funding envelope brought forward to the development charges calculation is $14.0 million. TABLE 2 2014 – 2023 DEVELOPMENT-RELATED CAPITAL PROGRAM AND CALCULATION OF UNADJUSTED DEVELOPMENT CHARGES The development-related capital program for Outdoor Recreation includes $39.5 million of capital works, including $34.8 million of park development projects (page 1) and $4.6 million of trail development projects (page 2). No grants or subsidies have been identified to offset the cost of the program. A significant portion of the neighbourhood park redevelopment, the district park development and redevelopment, and the new community trails, $4.8 million, relates to remediation and repair of the parkland, trails, and park amenities, and is treated as a benefit to the existing community. The $34.6 million development-related cost becomes subject to the ten per cent reduction imposed by the . The discounted development-related net capital cost DCA of $31.2 million is carried forward to the development charges calculation. Of this $31.2 million, $18.6 million represents that portion that exceed allowable for Outdoor Recreation (adjusted downwards to account for a $1.4 million reserve fund deficit) and is either a post-2023 benefit share or a future service level increase. The total Outdoor Recreation ten year development-related net caital cost of $12.6 million is allocated 100 per cent against residential development. This yields an unadjusted development charge rate of $298.97 per capita. TABLE 3 CASH FLOW ANALYSIS The cash flow analysis is displayed in Table 3. It considers the timing of the projects as well as the timing of the development charge revenues to adjust A negative reserve fund balance in the Outdoor Recreation development charges reserve fund of $1.4 million is also eligible for development charge recovery and is treated as committed excess capacity. After cash flow, this contributes to increasing the Outdoor Recreation charge to $342.30 per capita. HEMSON 1 - 100 91 The following table summarizes the calculation of the Outdoor Recreation development charge: OUTDOOR RECREATION SUMMARY 10-year Hist.2014 - 2023Unadjusted Adjusted Service LevelDevelopment Charge Development Charge Development-Related Capital Program per capitaTotalNet DC Recoverable$/capita$/sq.m $/capita$/sq.m $618.96$39,453,432$12,607,508$298.97$0.00 $342.30$0.00 HEMSON 1 - 101 1 - 102 1 - 103 1 - 104 1 - 105 1 - 106 1 - 107 1 - 108 1 - 109 1 - 110 1 - 111 1 - 112 1 - 113 1 - 114 1 - 115 1 - 116 1 - 117 1 - 118 1 - 119 1 - 120 1 - 121 1 - 122 113 APPENDIX B.5 PUBLIC WORKS HEMSON 1 - 123 114 APPENDIX B.5 PUBLIC WORKS The capital costs associated with public works functions “related to a highway” are accounted for in this section. Note that the capital costs associated with road construction are dealt with under the Roads and Related service. For the purpose of calculating a development charge for Public Works only the popul employment growth in the suburban areas is considered. TABLE 1 2004-2013 HISTORICAL SERVICE LEVELS The Public Works ten year historic inventory of capital assets includes 351,000 sq.ft. of buildings, including the recently constructed Kitchener Operations Facility. The buildings are valued at $27.6 million (page 1). The land area associated with the buildings is 24.6 hectares and is valued at almost $26.7 million. The fleet of 2,808 vehicles is valued at $44.2 million (page 2). The current replacement value of the Public Works capital infras million. It has provided the City with a ten year average service level of $333.98 per capita and employment (page 3). This service level, when multiplied by the ten year net population and employment growth in the suburban areas, resu maximum allowable funding envelope of $11.4 million. This amount, being exempt from the mandatory ten per cent capital cost reduction, can be considered for recovery through development charges. TABLE 2 2014 – 2023 DEVELOPMENT-RELATED CAPITAL PROGRAM AND CALCULATION OF UNADJUSTED DEVELOPMENT CHARGES The development-related capital program for Public Works includes the recovery of a portion of the construction cost of the Kitchener Operations Facility, a facility that both replaced previous public works buildings and associated lands and expanded the capacity of the public works functions. The total cost of the project was $45.5 million, of which $1.8 million was funded from Federal and Provincial grants. Of the $43.7 million net cost, $21.7 million (50%) represents a replacement share that is ineligible for development charge funding. About $6.2 million of developmen funds have been spent on the project to date. Of the remaining $15.8 million, $4.6 HEMSON 1 - 124 115 million can be funded from development charges within the 10 year planning period, with $11.2 million representing that portion of the development-related cost that exceeds the maximum allowable (adjusted downwards to account for a $3.7 million reserve fund deficit). The capital program also includes the recovery of $900,000 of development-related vehicle acquisition costs that were, at the time of acquisition, were not funded from development charges. These costs are being recovered as committed excess capacity under the . DCA A further $8.0 million worth of new equipment acquisitions and upgrades is also projected to be required over the ten year planning period. A significant portion of this cost, $4.0 million (50%), is considered to be a benefit to the existing community as it represents a replacement of existing equipment. The total ten year capital program for Public Works amounts to $54.4 million, of which $26.9 million is considered to be related to development in the suburban areas. Of this $26.9 million, $6.2 million has already been funded from development charges and $12.9 million represents either a post-2023 benefit share or a future service level increase. The remaining $7.8 million is carried forward to the development charges calculation. The development charge eligible cost of $7.8 million is allocated 80% against residential development, or $6.2 million, and 20% against non-residential development, or $1.6 million, based on the ratio of forecast growth in population in new units and employment in new floor space in the suburban area 2 unadjusted development charge rates of $161.91 per capita and $3.72 per m respectively. TABLE 3 CASH FLOW ANALYSIS The cash flow analysis is displayed is Table 3. It considers the timing of the projects against the timing of the development charge revenues to determine adjusted calculated rates. After cash flow analysis, the residential charge increases to $258.10 2 per capita and the non-residential charge increases to $6.25 per m. The increase in the charge reflects the current $3.7 million reserve fund deficit. HEMSON 1 - 125 116 The following table summarizes the calculation of the Public Works development charge. PUBLIC WORKS SUMMARY 10-year Hist.2014 - 2023Unadjusted Adjusted Service LevelDevelopment Charge Development Charge Development-Related Capital Program per pop & empTotalNet DC Recoverable$/capita$/sq.m $/capita$/sq.m $333.98$54,395,894$7,791,419$161.91$3.72 $258.10$6.25 HEMSON 1 - 126 1 - 127 1 - 128 1 - 129 1 - 130 1 - 131 1 - 132 123 APPENDIX B.6 PARKING HEMSON 1 - 133 124 APPENDIX B.6 PARKING The City of Kitchener currently owns and operates 32 parking lots. The benefits of the parking service are deemed to be City-wide for the purpose of calculating the development charge. TABLE 1 2014 – 2023 DEVELOPMENT-RELATED CAPITAL PROGRAM AND CALCULATION OF UNADJUSTED DEVELOPMENT CHARGES The current inventory of capital assets for parking includes 3,714 parking spaces. The total cost to develop the spaces amounts to $92.3 million (page with the spaces, totalling 9.50 hectares, is valued at $58.4 million (page 2). The City also owns 132 parking meters which are valued at $286,000 (page The current total value of parking capital infrastructure is estimated to be $151.0 million. This infrastructure has provided the City with a ten year average service level of $408.44 per capita and employment (page 4). The service level, when multiplied by the ten year net population and employment growth in the City (less the Downtown), results in a ten year maximum allowable funding envelope of $18.7 million. Recent investments in structured parking have resulted in an excess capacity of service. The uncommitted portion of this excess capacity is valued at $7.7 million and must be netted off the maximum allowable. The resulting development charge eligible Parking capital costs must be reduced by ten per cent ($1.1 million) und. DCA The discounted maximum allowable funding envelope brought forward to the development charges calculation is $9.9 million. TABLE 2 2014 – 2023 DEVELOPMENT-RELATED CAPITAL PROGRAM AND CALCULATION OF UNADJUSTED DEVELOPMENT CHARGES The ten year development-related capital program for Parking inc portion of the construction costs of three structured parking lots as well as one new parking lot at a total cost of $49.9 million. Federal and Provincial grants in the amount of $16.6 million were received for the recently construct HEMSON 1 - 134 125 Benton and Civic District structures. The total net cost of the program is therefore $33.3 million. A number of the spaces created in the new lots will replace 582 existing parking spaces in the City. The replacement share which represents these amounts to $5.1 million. The development-related cost of $28.2 million becomes subject to the ten per cent reduction required by the ($2.8 million). DCA Of the remaining $25.3 million development-related cost, $8.0 million has already been from development charge reserve funds and a further $11.7 million represents either a post-2023 benefit share or a future service level increase. The remaining $5.7 million (equal to the maximum allowable, adjusted downwards to account for a $4.3 million reserve fund deficit) is carried forward to the development charge calculation. The ten year development-related net capital cost of $5.7 million is allocated 79 per cent against residential development, or $4.5 million, and 21 pe residential development, or $1.2 million. This yields unadjusted development charge 2 rates of $106.08 per capita and $2.42 per m respectively. TABLE 3 CASH FLOW ANALYSIS After cash flow analysis, the residential charge increases to $193.90 per capita and the 2 non-residential charge increases to $5.76 per m. The increase is the result of the substantial deficit in the Parking development charge reserve fund that is to be funded as committed excess capacity under the . DCA The following table summarizes the calculation of the Parking development charge. PARKING SUMMARY 10-year Hist. 2014 - 2023Unadjusted Adjusted Service LevelDevelopment Charge Development Charge Development-Related Capital Program per pop & empTotalNet DC Recoverable$/capita$/sq.m $/capita$/sq.m $408.44$49,910,296$5,671,869$106.08$2.42 $193.90$5.76 HEMSON 1 - 135 1 - 136 1 - 137 1 - 138 1 - 139 1 - 140 1 - 141 1 - 142 133 APPENDIX B.7 CEMETERIES HEMSON 1 - 143 134 APPENDIX B.7 CEMETERIES The benefits of Cemeteries service are deemed to be City-wide for the purpose of calculating the development charge. TABLE 1 2004-2013 HISTORICAL SERVICE LEVELS Table 1 (pages 1-2) displays the Cemetery’s ten year historic inventory for land, buildings, and other facilities. The land totals 54.4 hectares and is valued at $15.1 million. The buildings and other facilities have a current repla million. The current replacement value of the inventory of capital assets for Cemeteries is $21.2 million and the ten year historic average service level is $98.63 per capita (page 3). The historical service level, multiplied by the ten year forecast net population growth in the City (less the Downtown), results in a ten year maximum allowable of $3.2 million. No uncommitted excess capacity has been identified in the Cemeteries service. The maximum allowable must be reduced by ten per cent ($325,000) under the . The remaining maximum allowable of $2.9 million is carried forward to the DCA development charge calculation. TABLE 2 2014 – 2023 DEVELOPMENT-RELATED CAPITAL PROGRAM AND CALCULATION OF UNADJUSTED DEVELOPMENT CHARGES The development-related capital program for the Cemeteries service totals $2.4 million and relates to the Phase II expansion of the Williamsbur purpose of calculating a development charge the Williamsburg expansion is assumed to service the City’s Cemetery needs until 2031, notwithstanding that it is likely that the City will need to acquire and develop more cemetery land before 2031 in order to meet demand. No grants or subsidies have been identified to offset the cost of the program. The $2.4 million gross cost of the expansion is entirely related to increasing the capacity of current cemetery at the Williamsburg site. However, a significant portion of that capacity will be required to accommodate deaths of existing City residents HEMSON 1 - 144 135 rather than population growth arising from development. A “benefit to existing” share of $1.7 million has therefore determined and has been excluded from the development charge calculation. The $650,000 development-related costs become subject to the ten per cent reduction under the ($65,000). Of the remaining $585,000, DCA $305,000 represents that portion of the costs that relate to the need for cemeteries arising from development between 2024 and 2031 (the “post-2023” share). Altogether, $280,000 in development-related net capital costs are eligible for development charge recovery. The $280,000 is allocated 100% against residential development and yields an unadjusted development charge rate of $6.63 per capita. TABLE 3 CASH FLOW ANALYSIS The cash flow analysis is displayed is Table 3. It considers the timing of the projects against the timing of the development charge revenues to determine adjusted calculated rates. After cash flow analysis, the charge is reduced to $4.60 per capita. The reduction is in part driven by a surplus of $79,964 in the Cemeteries development charge reserve fund. The following table summarizes the calculation of the Cemeteries development charge: CEMETERIES SUMMARY 10-year Hist. 2014 - 2023Unadjusted Adjusted Service LevelDevelopment Charge Development Charge Development-Related Capital Program per pop & empTotalNet DC Recoverable$/capita$/sq.m $/capita$/sq.m $98.63$2,361,658$279,738$6.63$0.00 $4.60$0.00 HEMSON 1 - 145 1 - 146 1 - 147 1 - 148 1 - 149 1 - 150 141 APPENDIX B.8 GROWTH-RELATED STUDIES HEMSON 1 - 151 142 APPENDIX B.8 GROWTH-RELATED STUDIES When calculating development charges, the allows for the inclusion of the costs DCA of undertaking studies related to the provision of development-related infrastructure, including development charges background studies. The benefits of the growth-related studies are deemed to be City-wide for the purpose of calculating the development charge. TABLE 1 2014 – 2023 DEVELOPMENT-RELATED CAPITAL PROGRAM AND CALCULATION OF UNADJUSTED DEVELOPMENT CHARGES Table 1 provides a list of development-related studies the City during the 2014-2023 period. As required by the , development charges studies DCA must be undertaken every five years, thus two are included in the list. The total estimated cost of all studies is $2.4 million. No grants or subsidies have been identified. A benefit to existing share of $673,000 has been identified for many of the growth- related planning studies. The remaining $1.8 million development become subject to the ten per cent discount required by the ($176,000). The DCA remaining $1.6 million is attributable to development in the City from 2014 to 2023. Of this $1.6 million, 79% ($1.3 million) is allocated against residential development and 21% ($335,000) is allocated against non-residential development. The calculated unadjusted charges that result are $29.68 per capita for new residential development 2 and $0.68 per m for new non-residential development. TABLE 2 CASH FLOW ANALYSIS After cash flow analysis, the residential charge increases to $36.30 per capita and the 2 non-residential charge increases to $1.18 per m. The increase is the result of a deficit of $570,157 in the Growth-Related Studies development charge reserve fund that is to be funded as committed excess capacity under the . DCA The following table summarizes the calculation of the Growth-Rel development charge. HEMSON 1 - 152 143 GROWTH-RELATED STUDIES SUMMARY 2014 - 2031Unadjusted Adjusted Development-Related Capital ProgramDevelopment Charge Development Charge TotalNet DC Recoverable$/capita$/sq.m $/capita$/sq.m $2,436,299$1,586,757$29.68$0.68$36.30$1.18 HEMSON 1 - 153 1 - 154 1 - 155 1 - 156 147 APPENDIX C ENGINEERED INFRASTRUCTURE TECHNICAL APPENDIX HEMSON 1 - 157 148 APPENDIX C ENGINEERED SERVICES TECHNICAL APPENDIX INTRODUCTION AND OVERVIEW This appendix provides the detailed analysis undertaken to establish the development charge rates for each of the engineered services in the City of Kitchener. The appendix is divided into six sub-sections, with one section for each of the engineered services: C.1 Sanitary Servicing C.2 Roads and Related C.3 Watermains C.4 Engineering Studies C.5 Intensification Allowance C.6 Storm/Watercourse Every sub-section contains a set of two tables. The tables provide the background data and analysis undertaken to arrive at the calculated development charge rates for that particular service. An overview of the content and purpose of each of the tables is given below. With the exception of the Intensification Allowance service, the benefits of the engineered services listed above are deemed to relate to the suburban areas. The development charges for these services are therefore calculated based on development forecasts for the suburban areas only. The Intensification Allowance service is intended to pay for the development-related capital costs of new infrastructure only in the City’s designated central neighbourhoods. Thus, the development charge for this service is calculated based on a development forecast for the central neighbourhoods only. HEMSON 1 - 158 149 TABLE 1 2014 – 2031 DEVELOPMENT-RELATED CAPITAL PROGRAM & CALCULATION OF UNADJUSTED DEVELOPMENT CHARGE The requires that City Council express its intent to provide future capital DCA facilities at the level incorporated in the development charges calculation. Based on the development forecasts presented in Appendix A, the Council approved 2014 ten year capital program, the Kitchener Growth Management Plan, and the desire to maintain a balanced cashflow in development charge reserve funds next ten years (2014 to 2023), City staff have compiled a development-related capital program for the engineering services which sets out those projects that are required to service anticipated development for the period to 2031. The development-related capital program for each engineered service is shown on Table 1 of each sub-section. Gross and net cost estimates are in provided current (2014) dollars. A detailed breakdown of cost estimates for each capital project is provided in Appendix D. To determine the share of the program that is eligible for recovery through development charges, the net project costs are reduced by any “benefit to existing” shares. A benefit to existing share represents that portion of a capital project that will benefit the existing community. It could, for example, represent a portion of a new facility that, at least in part, replaces a facility that is demolished, redeployed or will otherwise not be available to serve its former function (a “repl benefit to existing share of the capital program is not deemed to be development- related and is therefore removed from the development charge calculation. The capital cost for benefit to existing shares will require funding from non-development charge sources, typically property taxes or user fees. Consistent with s. 5. (1)7. of the , there is no legislated percentage reduction in DCA the eligible growth-related capital cost for the provision of the engineered service infrastructure. The net capital program less any benefit to existing shares yields the development- related costs. Although deemed development-related, not all of the net development- related capital program may be recoverable from development charges in the period from 2014 to 2023. For some projects, development charge funds have been committed to project accounts and are not accounted for in the development charge HEMSON 1 - 159 150 reserve funds. These “committed DC reserve funds” are allocated to each project and are shown in Table 1. Unlike some of the general services in Appendix B, no portion of the engineered services capital program is considered to benefit development beyond 2031. Calculation of the Unadjusted Development Charge Rates Table 1 also displays the calculation of the unadjusted development charge rates. The term “unadjusted” development charge is used to distinguish the charge that is calculated prior to cash flow financing consideration. The cash flow analysis is shown on Table 2. The first step in the determination of the unadjusted development charges rate is the allocation of the development-related net capital costs between the residential and the non-residential sectors. For all services except the Intensification Allowance the development-related costs have been allocated 81% residential an residential based on the ratio of forecast changes in population in new housing units and employment in new non-residential floorspace in the suburban areas over the planning period. For the Intensification Allowance the development-related costs have been allocated 66% residential and 34% non-residential based on the ratio of fo population in new housing units and employment in new non-residential floorspace over the planning period in the Central Neighbourhoods. The residential development-related costs are then divided by the forecast population in new housing units in the respective service area. This gives the unadjusted residential development charge per capita. The non-residential development-related costs are divided by the forecast increase in non-residential gr the respective service area. This yields a charge per square metre of new non- residential GFA. HEMSON 1 - 160 151 TABLE 3 CASH FLOW ANALYSIS A cash flow analysis is also undertaken to account for the timing of projects and receipt of development charges. Interest earnings or borrowing costs are, therefore, accounted for in the calculation as allowed under the . Based on the DCA development forecast, the analysis calculates the development charges rate that is required to finance the net development-related capital spending plan including provisions for any borrowing costs or interest earnings on the r flow analysis is designed so that the closing cash balance at the end of the planning period is as close to nil as possible. Opening cash balances in the cash flow analysis reflect the reserve fund balances that are available to fund development-related capital works as at 31 summary of the reserve fund balances, as well as projected reserve fund balances over the ten year planning period for each service, is shown in Appendix E. In order to determine appropriate development charges rates reflecting borrowing and earnings necessary to support the net development-related funding requirement, assumptions are used for the inflation rate and interest rate. An inflation rate of 2.0% is used for the funding requirements, and interest rates of 5.5% (negative balance) and 3.5% (positive balance) are used for borrowing/earnings on the funds. This yields effective real discount rates of 3.5% and 1.5% respectively. Table 2 displays the results of the cash flow analysis and provides the adjusted or final per capita residential and per square foot (of GFA) non-residential development charges. HEMSON 1 - 161 152 APPENDIX C.1 SANITARY SERVICING HEMSON 1 - 162 153 APPENDIX C.1 SANITARY SERVICING The City’s Engineering Services Department is responsible for the design, construction and maintenance of the City’s sanitary sewers. The Sanitary Servicing service are deemed to relate to the suburban areas for the purpose of calculating the development charge. TABLE 1 2014 – 2031 DEVELOPMENT-RELATED CAPITAL PROGRAM & CALCULATION OF UNADJUSTED DEVELOPMENT CHARGE The development-related capital program for Sanitary Servicing includes $70.6 million of capital works, including $69.3 million of trunk sewer extensions, pumping stations and pumping station upgrades, and storage facilities, and $1.3 million of sanitary servicing development charge credit and/or refund repayments to which the City is committed. No grants or subsidies have been identified for any of the projects. Therefore the net cost of the program remains at $70.6 million. Of this $70.6 net capital cost, more than $9.7 million has been replacement share or a benefit to the existing community and has development charge consideration. The remaining $60.8 million is related to development in the suburban areas. Existing development charge reserve funds of $69,625 have been committed to the Old Mill Pumping Station project starting in 2015. This leaves $60.8 million that requires funding from development charges. The 2014-2031 development-related net capital cost of $60.8 million is allocated 81 per cent to new residential development, or $49.0 million, and 1 non-residential development, or $11.8 million. This yields unadjusted development 2 charge rates of $605.67 per capita and $13.30 per m respectively. TABLE 2 CASH FLOW AND RESERVE FUND ANALYSIS An uncommitted reserve fund balance in the Sanitary Servicing de reserve fund of $16.6 million is available to fund the development-related capital program. After cash flow analysis, this contributes to reducing the Sanitary Servicing HEMSON 1 - 163 154 2 charge to $444.60 per capita for new residential development and $10.56 per m for new non-residential development. The following table summarizes the calculation of the Sanitary Servicing development charge: SANITARY SERVICING SUMMARY 2014 - 2031Unadjusted Adjusted Development-Related Capital ProgramDevelopment Charge Development Charge TotalNet DC Recoverable$/capita$/sq.m $/capita$/sq.m $70,560,419$60,773,281$605.67$13.30$444.60$10.56 HEMSON 1 - 164 1 - 165 1 - 166 1 - 167 158 APPENDIX C.2 ROADS AND RELATED HEMSON 1 - 168 159 APPENDIX C.2 ROADS AND RELATED This service category includes all roads and related infrastructure including the road network, streetlights, intersection improvements, traffic signalization and other related structures. The benefits of the Roads and Related service are deemed to relate to the suburban areas for the purpose of calculating the development charge. TABLE 1 2014 – 2031 DEVELOPMENT-RELATED CAPITAL PROGRAM & CALCULATION OF UNADJUSTED DEVELOPMENT CHARGE The development-related capital program for Roads and Related in million of capital works, including $65.5 million of new road construction and $792,000 of intersection improvements. No grants or subsidies have been identified for any of the projects. Therefore the net cost of the program remains at $66.3 million. Given that all of the capital projects in the Roads and Related capital program represent entirely new infrastructure—road links, intersections, and bridges—to meet the increased need for service arising from development, the entire $66.3 net capital cost is considered development-related. The 2014-2031 development-related net capital cost of $66.3 million is allocated 81 per cent to residential development, or $53.5 million, and 19 per cent to non- residential development, or $12.8 million. This yields unadjusted development charge 2 rates of $660.61 per capita and $14.51 per m respectively.. TABLE 2 CASH FLOW ANALYSIS A reserve fund deficit of $19.4 million in the Roads and Related development charges reserve fund is eligible for development charge recovery as committed excess capacity under the . After cash flow, this contributes to increasing the Roads and Related DCA 2 charge to $907.00 per capita and $23.38 per m respectively. The following table summarizes the calculation of the Roads and Related development charge: HEMSON 1 - 169 160 ROADS AND RELATED SUMMARY 2014 - 2031Unadjusted Adjusted Development-Related Capital ProgramDevelopment Charge Development Charge TotalNet DC Recoverable$/capita$/sq.m $/capita$/sq.m $66,286,550$66,286,550$660.61$14.51$907.00$23.38 HEMSON 1 - 170 1 - 171 1 - 172 1 - 173 164 APPENDIX C.3 WATERMAINS HEMSON 1 - 174 165 APPENDIX C.3 WATERMAINS The Watermain service incorporates the capital cost of installing new watermains for which the City is responsible. The benefits of the Watermain service are deemed to relate to the suburban areas for the purpose of calculating the development charge. TABLE 1 2014 – 2031 DEVELOPMENT-RELATED CAPITAL PROGRAM & CALCULATION OF UNADJUSTED DEVELOPMENT CHARGE The development-related capital program for Watermains totals $8.9 million. No grants or subsidies have been identified for any of the projects. Therefore the net cost of the program remains at $8.9 million. Of this $8.9 net capital cost, $902,520 has been identified as a benefit to the existing share and has been removed from development charge consideration. The remaining $8.0 million is related to development in the suburban areas and is carried forward to the development charge calculation. The 2014-2031 development-related net capital cost of $8.0 million is allocated 81 per cent to residential development, or $6.4 million, and 21 per residential development, or $1.5 million. This yields unadjusted development charge 2 rates of $79.37 per capita and $1.74 per m respectively.. TABLE 2 CASH FLOW ANALYSIS A $1.1 million surplus in the Watermains development charge rese 2 the adjusted development charge increasing to $64.50 per capita and $1.43 per m. The following table summarizes the calculation of the Watermains development charge: HEMSON 1 - 175 166 WATERMAINS SUMMARY 2014 - 2031Unadjusted Adjusted Development-Related Capital ProgramDevelopment Charge Development Charge TotalNet DC Recoverable$/capita$/sq.m $/capita$/sq.m $8,866,813$7,964,293$79.37$1.74$64.50$1.43 HEMSON 1 - 176 1 - 177 1 - 178 1 - 179 170 APPENDIX C.4 ENGINEERING STUDIES HEMSON 1 - 180 171 APPENDIX C.4 ENGINEERING STUDIES When calculating development charges, the allows for the inclusion of the costs DCA of undertaking studies related to the provision of development-related infrastructure, including development charges background studies. The benefits of the engineering development-related studies are deemed to relate to the suburban areas for the purpose of calculating the development charge. TABLE 1 2014 – 2031 DEVELOPMENT-RELATED CAPITAL PROGRAM AND CALCULATION OF UNADJUSTED DEVELOPMENT CHARGES Table 1 provides a list of engineering development-related studi undertaking during the 2014-2031 period. As required by the , development DCA charges studies must be undertaken every five years, and the engineering component of the studies are included in the list. The total estimated cost of all the studies is $6.3 million. No benefit to existing share has been identified. Thus the entire $6.3 million is attributable to development in the suburban areas from 2014 to 2031 and is carried forward to the development charge calculation. Of the $6.3 million development-related net capital cost, 81 per cent is allocated against residential development, or $5.1 million, and 19 per cent is allocated against non-residential development, or $1.2 million. This yields unadjusted development 2 charge rates of $62.94 per capita and $1.38 per m respectively.. TABLE 2 CASH FLOW ANALYSIS The cash flow analysis is displayed in Table 2. It considers the timing of the projects as well as the timing of the development charge revenues to adjust A reserve fund deficit in the Engineering Studies development charges reserve fund of $789,800 is also eligible for development charge recovery and is treated as committed excess capacity. After cash flow analysis, this contributes to increasing the 2 Engineering Studies charges to $76.40 per capita and $1.71 m. The following table summarizes the calculation of the Engineerin development charge: HEMSON 1 - 181 172 ENGINEERING STUDIES SUMMARY 2014 - 2031Unadjusted Adjusted Development-Related Capital ProgramDevelopment Charge Development Charge TotalNet DC Recoverable$/capita$/sq.m $/capita$/sq.m $6,315,577$6,315,577$62.94$1.38$76.40$1.71 HEMSON 1 - 182 1 - 183 1 - 184 1 - 185 176 APPENDIX C.5 INTENSIFICATION ALLOWANCE HEMSON 1 - 186 177 APPENDIX C.5 INTENSIFICATION ALLOWANCE The City has for many years levied a development charge in the C Neighbourhoods to pay for the capital cost of additional engineering service capacity and upgrades for development and redevelopment. In keeping with past practice, the benefits of this “Intensification Allowance” are deemed to relate to the Central Neighbourhoods (less the Downtown) for the purpose of calculating the development charge. It should be noted that the Ontario Municipal Board ruled in 2006 that “the City’s approach [to the Intensification Allowance] is fair, reasonable and makes good sense” (Decision/Order No. 2483, p.32). TABLE 1 2014 – 2031 DEVELOPMENT-RELATED CAPITAL PROGRAM AND CALCULATION OF UNADJUSTED DEVELOPMENT CHARGES Table 1 provides for an annual capital expenditure of $250,000 or $4.5 million over the period 2014 to 2031, to account for the intensification allowance. The entire $4.5 million is attributable to development in the Central Neighbourhoods (less the Downtown) from 2014 to 2031 and is carried forward to the development charge calculation. Of the $4.5 million development-related net capital cost, 66 per cent is allocated against residential development, or $2.0 million, and 34 per cent is allocated against non-residential development, or $1.0 million, based on the ratio of anticipated growth in population in new units to employment growth in new non-residential floorspace in the Central Neighbourhoods to 2031. This yields unadjusted development charges of 2 $277.98 per capita and $6.10 per m respectively. TABLE 2 CASH FLOW ANALYSIS A reserve fund deficit in the Intensification Allowance development charges reserve fund of $469,004 is eligible for development charge recovery and is treated as committed excess capacity under the . After cash flow, the Intensification DCA HEMSON 1 - 187 178 Allowance residential charge is increased to $308.30 per capita and the non- 2 residential charge is increased to $9.43 per m. The following table summarizes the calculation of the Intensification Allowance development charge. INTENSIFICATION ALLOWANCE SUMMARY 2014 - 2031Unadjusted Adjusted Development-Related Capital ProgramDevelopment Charge Development Charge TotalNet DC Recoverable$/capita$/sq.m $/capita$/sq.m $4,500,000$3,000,000$277.98$6.10$308.30$9.43 HEMSON 1 - 188 1 - 189 1 - 190 1 - 191 182 APPENDIX C.6 STORM/WATERCOURSE HEMSON 1 - 192 183 APPENDIX C.6 STORM/WATERCOURSE The benefits of the Storm/Watercourse service are deemed to relate to the suburban areas for the purpose of calculating the development charge. TABLE 1 2014 – 2031 DEVELOPMENT-RELATED CAPITAL PROGRAM AND CALCULATION OF UNADJUSTED DEVELOPMENT CHARGES The development-related capital program for Storm/Watercourse includes $33.2 million of capital works, including a $13.5 million reconstruction of the Schneider Creek watercourse. A $1.3 million grant has been identified for the Middle and South Strasburg Creek Watercourse project. Therefore the net cost of the program is $32.0 million. Of this $32.0 net capital cost, approximately $20.4 million has been identified as a benefit to the existing community and has been removed from development charge consideration. This includes a $6.8 million benefit to existing share of the Schneider Creek rehabilitation project (based on the Ontario Municipal Board order no. 2483, pp.25, 35). Additional benefits to existing total $13.6 million for the Balzer Creek rehabilitation, Hidden Valley Watercourse improvements, Idlewood Creek improvements, Kolb Drain, and Laurel Creek Watercourse. The remaining $11.2 million is related to development in the suburban areas. The 2014-2031 development-related net capital cost of $4.7 million relating to all projects except for the Schneider Creek project is allocated 81 residential development and 19 per cent against non-residential development. The development-related net capital cost of the Schneider Creek proj allocated 60% residential and 40% non-residential development in accordance with the above noted Ontario Municipal Board ruling. The resulting unadjusted development charge rates are $94.91 per 2 residential development and $3.97 per m for non-residential development. HEMSON 1 - 193 184 TABLE 2 CASH FLOW ANALYSIS A $4.2 million surplus in the Storm/Watercourse development charges reserve fund of is available to fund the development-related capital program. After cash flow analysis, this contributes to reducing the Storm/Watercourse charge to $43.60 per capita for 2 new residential development and $2.90 per m for new non-residential development. The following table summarizes the calculation of the Storm/Watercourse development charge. STORM/WATERCOURSE SUMMARY 2014 - 2031Unadjusted Adjusted Development-Related Capital ProgramDevelopment Charge Development Charge TotalNet DC Recoverable$/capita$/sq.m $/capita$/sq.m $33,234,403$11,186,545$94.91$3.97$43.60$2.90 HEMSON 1 - 194 1 - 195 1 - 196 1 - 197 188 APPENDIX D ENGINEERED INFRASTRUCTURE PROJECT DETAILS HEMSON 1 - 198 189 Development Charges Project Sheet PRJ. NAMEBiehn Drive and Sanitary Trunk Extension EAPROJECT #SA1 PROJECTEnvironmental AssessmentPRJ. TYPESanitary LOCATION Biehn Drive Extension Rev. April 2014 PROJECT DESCRIPTION KEY MAP This Environmental Assessment and preliminary design will determine the preferred alternative for the alignment and configuration of the proposed Biehn Drive extension from its current terminus to the Strasburg Road / Robert Ferrie Drive extension. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST EitlAtEnvironmental Assessmen1LS$400000400,000 t$ 25%$100,000 Contingency $500,000 Sub-total 1LS$200,000 Preliminary Design (30%) Total Project Cost$700,000 Attributable to new growth100%$700,000 Growth Related Balance Required$700,000 HEMSON 1 - 199 190 Development Charges Project Shee t PRJ. NAMEBorden Greenway TrunkPROJECT #SA2 PROJECTPRJ. TYPESanitaryTrunk Sanitary Sewer just south of Ottawa Street South to just north of Ottawa LOCATION Revised April 2014 Street South PROJECT DESCRIPTIONKEY MAP The Borden Greenway Trunk Sanitary Sewer for a short section from 46 metres south of Ottawa Street South to a manhole just north of Ottawa Street South requires a upgrade in order to accommodate the ultimate flows from areas west of Westmount Road. An Environmental Assessment Study will be required to determine the preferred method of achieving these upgrades. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Sanitary Sewer Upgrades128m$2,700$345,600 SanitarySewerUpgrades128m$2,700$345,600 Contingency25%$86,400 Sub-total$432,000 Engineering & Services During Construction20%$86,400 Environmental Assessment$100,000 Total Project Cost$618,400 Attributable to new growth70%$432,880 Growth Related Balance Required$433,000 HEMSON 1 - 200 191 Development Charges Project Shee t PRJ. NAMECity Wide Flow Monitoring and S.C.A.D.A. ControlsPROJECT #SA3 PROJECTPRJ. TYPESanitarySanitary Pumping Station Capacity Upgrades Five stations in Ottawa-Manchester-Montgomery trunk LOCATION Revised Oct. 2013 sanitary sewer system PROJECT DESCRIPTIONKEY MAP In 2002/2003 the City of Kitchener retained Dillon Consulting Ltd. to complete a report entitled "Master Plan, Ottawa- Manchester-Montgomery Trunk Sanitary Sewer System, Phasing & Implementation Plan". As a result of the study, it was determined that a flow control system, permanent monitoring stations and a new and upgraded S.C.A.D.A system would be required on five pumping stations in this area in order to control flows to the Montgomery Trunk Sanitary Sewer. These systems will be monitoring both existing and new growth areas on the East side. Based on a need to understand the system City-wide, this study has been expanded to all areas of the City. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Flow Monitors and SCADA1LS$1,200,000 FlowMonitorsandSCADA1LS$1,200,000 Contingency20%$240,000 Sub-total$1,440,000 Engineering20%$288,000 Total Project Cost$1,728,000 Attributable to new growth30%$518,400 Growth Related Balance Required$519,000 HEMSON 1 - 201 192 Development Charges Project Sheet PRJ. NAMEDoon South Sewage FacilityPROJECT #SA4 PROJECTSanitary Pumping Station Capacity UpgradesPRJ. TYPESanitary LOCATIONDoon South / Brigadoon Rev. April 2014 PROJECT DESCRIPTION KEY MAP The Doon South Pumping Station Environmental Study Report recommends the construction of a new pumping station and a forcemain in the Doon south Area. Doon south pumping station project will initially include a storage tank and a temporary forcemain until the ultimate forcemains identified in the EA study are required. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST NewSanitaryPumpingStationandTemporaryewanaryumpngaon anemporary1LS$6388040,, NSitPiSttidT1LS$6388040 Forcemain Contingency20%$1,277,608 Sub-total$7,665,648 Engineering & Services During Construction15%$1,149,847 Total Project Cost$8,815,495 Attributable to new growth100%$8,815,495 Growth Related Balance Required$8,816,000 HEMSON 1 - 202 193 Development Charges Project Shee t PRJ. NAMEFalconridge Sanitary Pumping Station UpgradesPROJECT #SA5 PROJECTPRJ. TYPESanitarySanitary Pumping Station Capacity Upgrades Falconridge Drive LOCATION Revised March 2014 PROJECT DESCRIPTIONKEY MAP The Falconridge Sanitary Pumping Station requires capacity upgrades (include pumps, valves and electrical only) to service future development within the catchment. An Environmental Assessment will be required. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Pumping Station Upgrades including EA1LS$200,000 PumpingStationUpgradesincludingEA1LS$200,000 Contingency20%$40,000 Sub-total$240,000 Engineering and Construction Services20%$48,000 Total Project Cost$288,000 Attributable to new growth100%$288,000 Growth Related Balance Required$288,000 HEMSON 1 - 203 194 Development Charges Project Sheet PRJ. NAMEFreeport Sanitary ForcemainPROJECT #SA6 PROJECTPRJ. TYPESanitarySanitary Pumping Station Capacity Upgrades LOCATION Freeport Pumping Station to Wabanaki Drive Revised April 2014 PROJECT DESCRIPTION KEY MAP The Freeport Pumping Station Environmental Study Report - 2010 recommends construction of a new 400mm twin barrel forcemain from the pumping station to Wabanaki Drive, following the proposed route for the River Road extension. The new forcemain includes a trenchless crossing under highway 8. Construction to be coordinated with the construction of the River Road Extension. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Itlltifti400fiInstallation of twin 400 mm forcemains26802680m$1,200$3,216,000$1200$3216000 Contingency20%$643,200 Sub-total$3,859,200 Engineering & Services During Construction10%$385,920 Total Project Cost$4,245,120 Attributable to new growth64%$2,716,877 Growth Related Balance Required$2,717,000 HEMSON 1 - 204 195 Development Charges Project Shee t PRJ. NAMEFreeport Sanitary Pumping StationPROJECT #SA7 PROJECTPRJ. TYPESanitarySanitary Pumping Station Capacity Upgrades 3563 King St. E. across from the Freeport Hospital in the LOCATION Chicopee Community Revised April 2014 PROJECT DESCRIPTIONKEY MAP The City requires that the existing pumping station and infrastructure be evaluated and upgrades determined. An EA will be required to determine the improvements. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Pumping Station Upgrades1LS$6,700,000 PumpingStationUpgrades1LS$6,700,000 Contingency10%$670,000 Sub-total$7,370,000 Engineering & Services During Construction10%$737,000 Total Project Cost$8,107,000 Attributable to new growth65%$5,269,550 Growth Related Balance Required$5,270,000 HEMSON 1 - 205 196 Development Charges Project Shee t PRJ. NAMEMiddle Strasburg Creek Sanitary Sewer TrunksPROJECT #SA8 PROJECTPRJ. TYPESanitarySanitary Pumping Station Capacity Upgrades Brigadoon subdivision to Bleams Road and Strasburg Road LOCATION to Huron Road to Plains road Revised March 2014 PROJECT DESCRIPTIONKEY MAP The portion of the Middle Strasburg sanitary trunk sewer south of Huron Rd. to the crossing of Strasburg Rd. and Strasburg Creek has been constructed. The Middle Strasburg portion from Huron Road to Bleams Road is currently ongoing with approximately 1250m of 3100m completed. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Middle Strasburg - Strasburg Creek to Huron RoadComplete MiddleStrasburgStrasburgCreektoHuronRoadComplete Middle Strasburg - Huron to Bleams Road1250m$1,400$1,750,000 micro tunneling portion600m$8,000$4,800,000 Contingency25%$1,637,500 Sub-total$8,187,500 Engineering and Construction Services15%$1,228,125 Environmental AssessmentComplete Total Project Cost$9,415,625 Attributable to new growth100%$9,415,625 Growth Related Balance Required$9,416,000 HEMSON 1 - 206 197 Development Charges Project Shee t PRJ. NAMEOld Mill Road Pumping StationPROJECT #SA9 PROJECTPRJ. TYPESanitarySanitary Pumping Station Capacity Upgrades Pinnacle Drive and Old Mill Road LOCATION Revised March 2014 PROJECT DESCRIPTIONKEY MAP In order to adequately service the Lower Doon area, the existing pumping station at Pinnacle Drive and Old Mill Road will have to be upgraded to handle the expected flows. An Environmental Assessment will be required to determine how this station is to be upgraded. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Pumping Station Upgrades1L.S.$4,000,000 PumpingStationUpgrades1L.S.$4,000,000 Upstream pipe upgrades870m$1,000$870,000 Contingency25%$1,000,000 Sub-total$5,870,000 Engineering & Services During Construction20%$1,174,000 Environmental Assessment$150,000 Total Project Cost$7,194,000 Attributable to new growth45%$3,237,300 Existing in capital account$69,625 Growth Related Balance Required$3,168,000 HEMSON 1 - 207 198 Development Charges Project Shee t PRJ. NAMEOttawa-Trussler Area Sewage FacilityPROJECT #SA10 PROJECTPRJ. TYPESanitarySanitary Pumping Station Capacity Upgrades Ottawa St. - Trussler Road area LOCATION Revised March 2014 PROJECT KEY MAP DESCRIPTION In accordance with the draft Class Environmental Study Report, a pumping station and forcemain to service the Laurentian West Phase 3b Community and surrounding areas will need to be constructed. Activa Holdings has front ended the cost of the Class EA, these cost will be recovered through a Credit for Service Agreement. In addition to the cost of the study, and dependent on the outcome of the Environmental Assessment, the Developer has agreed to pay for the detailed design and construction of the sanitary pumping station, forcemain, and related downstream gravity sewer improvements, through a second Credit for Service Agreement upon the completion of the study. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Sanitary Pumping Station1LS$1,683,000$1,683,000 Forcemain1LS$1,277,000$1,277,000 Contingency25%$740,000 Sub-total$3,700,000 Engineering and Construction Services15%$555,000 Environmental Assessment$302,776 Total Project Cost$4,557,776 Attributable to new growth100%$4,557,776 Growth Related Balance Required$4,558,000 HEMSON 1 - 208 199 Development Charges Project Shee t PRJ. NAMEPioneer Tower Sanitary Pumping Station UpgradesPROJECT #SA11 PROJECTPRJ. TYPESanitarySanitary Pumping Station Capacity Upgrades Pioneer Tower Road LOCATION Revised March 2014 DESCRIPTIONKEY MAP The City requires that the existing pumping station be upgraded to accommodate planned future development. This pumping station was built in phases and due to Pincott and Deer Ridge Subdivisions being almost complete, additional pumps and valves are required to support the increase in sanitary flows. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Pumping Station Upgrades$200,000 PumpingStationUpgrades$200,000 Contingency20%$40,000 Sub-total$240,000 Engineering and Construction Services20%$48,000 Total Project Cost$288,000 Attributable to new growth100%$288,000 Growth Related Balance Required$288,000 HEMSON 1 - 209 200 Development Charges Project Shee t PRJ. NAMESouth Strasburg Creek Sanitary Sewer TrunkPROJECT #SA12 PROJECTPRJ. TYPESanitarySanitary Pumping Station Capacity Upgrades Strasburg Road to Becker Estates Lands LOCATION Revised March 2014 PROJECT DESCRIPTIONKEY MAP The South portion of the south Strasburg sanitary sewer trunk needs to be designed and constructed from Strasburg Road to approximately 2.2km upstream in accordance with the South Strasburg Gravity Trunk Sanitary Sewer Environmental Study Report. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST 2200m$1,500$3,300,000 South - Strasburg Road to upstream limit 25%$825,000 Contingency $4,125,000 Sub-total Engineering and Construction Services15%$618,750 Total Project Cost$4,743,750 Attributable to new growth100%$4,743,750 Growth Related Balance Required$4,744,000 HEMSON 1 - 210 201 Development Charges Project Shee t PRJ. NAMEStrasburg Road Sanitary Trunk ExtensionPROJECT #SA13 PROJECTPRJ. TYPESanitarySanitary Pumping Station Capacity Upgrades Strasburg Road Extension LOCATION Revised April 2014 PROJECT DESCRIPTIONKEY MAP The South Strasburg Trunk Extension from current terminus near Rushmeadow street to 550m south along the planned Strasburg Road extension. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Sanitary Sewer with Appurtenances550m$4,960,738 SanitarySewerwithAppurtenances550m$4,960,738 Contingency10%$496,074 Sub-total$5,456,812 Engineering & Services During Construction10%$545,681 Environmental Assessmentcomplete Total Project Cost$6,002,493 Attributable to new growth100%$6,002,493 Growth Related Balance Required$6,003,000 HEMSON 1 - 211 202 Development Charges Project Sheet PRJ. NAMEUpper Hidden Valley Sewage FacilityPROJECT #SA14 PROJECTSanitary Pumping Station Capacity UpgradesPRJ. TYPESanitary Upper Hidden Valley LOCATION Revised March 2014 PROJECT DESCRIPTION KEY MAP In order for development to take place in the Upper Hidden Valley area, the City requires that a sewage facility be built. In order to determine the preferred solution for servicing this area, an Environmental Assessment will be required. Forcemain to be installed with Freeport Pumping Station twin forcemains along Hidden Valley Road as part of River Road extension (if possible). ESTIMAT E DESCRIPTION QTYUNITCOST PERTOTAL COST Pumping Station Upgrades 1L.S.$2,500,000 Forcemain2900m$500$1,450,000 Contingency25%$987,500 Sub-total $4,937,500 Engineering & Services During Construction 20%$987,500 Environmental Assessment $200,000 Land Cost Value0.5acre$250,000$125,000 Total Project Cost $6,250,000 Attributable to new growth 100%$6,250,000 Growth Related Balance Required$6,250,000 HEMSON 1 - 212 203 Development Charges Project Shee t PRJ. NAMEPROJECT #SA15 Woolner Trail Pumping Station Storage Facility (formerly Grand River South) PROJECTPRJ. TYPESanitarySanitary Pumping Station Capacity Upgrades Zeller Drive / Lackner Boulevard LOCATION Revised March 2014 PROJECT DESCRIPTIONKEY MAP In 2002/2003 the City of Kitchener retained Dillon Consulting Ltd. to complete a report entitled "Master Plan, Ottawa- Manchester-Montgomery Trunk Sanitary Sewer System, Phasing & Implementation Plan". As a result of this study, it was determined that a equalization basin would be required along with the aforementioned station. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Pumping Station Upgrades$3,062,460 PumpingStationUpgrades$3,062,460 Contingency25%$765,615 Sub-total$3,828,075 Engineering and Construction Services25%$957,019 Environmental Assessment$150,000 Total Project Cost$4,935,094 Attributable to new growth100%$4,935,094 Growth Related Balance Required$4,936,000 HEMSON 1 - 213 204 Development Charges Project Shee t PRJ. NAMEForwell SPS UpgradesPROJECT #SA16 PROJECTPRJ. TYPESanitarySanitary Pumping Station Capacity Upgrades Misty Street / Otterbein LOCATION Revised April 2014 PROJECT DESCRIPTIONKEY MAP The Forwell SPS requires capacity upgrades to support area development. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Pumping Station Upgrades$800,000 PumpingStationUpgrades$800,000 Contingency25%$200,000 Sub-total$1,000,000 Engineering and Construction Services25%$250,000 Environmental Assessment$126,000 Total Project Cost$1,376,000 Attributable to new growth100%$1,376,000 Growth Related Balance Required$1,376,000 HEMSON 1 - 214 205 Development Charges Project Shee t PRJ. NAMEPROJECT #SA15 Woolner Trail Pumping Station Storage Facility (formerly Grand River South) PROJECTPRJ. TYPESanitarySanitary Pumping Station Capacity Upgrades Zeller Drive / Lackner Boulevard LOCATION Revised March 2014 PROJECT DESCRIPTIONKEY MAP In 2002/2003 the City of Kitchener retained Dillon Consulting Ltd. to complete a report entitled "Master Plan, Ottawa- Manchester-Montgomery Trunk Sanitary Sewer System, Phasing & Implementation Plan". As a result of this study, it was determined that a equalization basin would be required along with the aforementioned station. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Pumping Station Upgrades$3,062,460 PumpingStationUpgrades$3,062,460 Contingency25%$765,615 Sub-total$3,828,075 Engineering and Construction Services25%$957,019 Environmental Assessment$150,000 Total Project Cost$4,935,094 Attributable to new growth100%$4,935,094 Growth Related Balance Required$4,936,000 HEMSON 1 - 215 206 Development Charges Project Shee t PRJ. NAMEAmand DrivePROJECT #R1 PROJECTPRJ. TYPERoadNew Road Strasburg Road from its present terminus to 880m North of LOCATION Staufer DriveRevised April 2014 PROJECT DESCRIPTIONKEY MAP A North-South Major Collector Road is needed to support the Rosenberg Community transportation network, running parallel to Fischer Hallman Road. A portion of the proposed road is outside of development applications and requires a Class Environmental Assessment. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST RoadExtension715m$2900,$2073500,, RoadExtension715m$2900$2073500 Contingency20%$414,700 Sub-Total$2,488,200 Engineering and Consultant Services20%$497,640 Class EA1LS$350,000$350,000 Land Acquisition1LS$1,000,000$1,000,000 Total Project Cost$4,335,840 Attributable to new growth100%$4,335,840 Growth Related Balance Required$4,336,000 HEMSON 1 - 216 207 Development Charges Project Shee t PRJ. NAMEBlair Creek BridgePROJECT #R2 PROJECTPRJ. TYPERoadNew Bridge Blair Creek Drive from Strasburg Road to Reidel Drive LOCATION Revised April 201 4 PROJECT DESCRIPTIONMAP NOT APPLICABLE In accordance with Strasburg Road Environmental Study Report 2013, Blair Creek Drive needs to be extended from Strasburg Road to Reidel Drive. This bridge will be constructed over Blair Creek. The City completed a credit refund agreement with Activa Holdings to cover the cost of this bridge. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST NewBridge1LS$2716667,, NewBridge1LS$2716667 Contingency20%$543,333 Sub-total$3,260,000 Engineering and Construction Services15%$489,000 Total Project Cost$3,749,000 Attributable to new growth100%$3,749,000 Growth Related Balance Required$3,749,000 HEMSON 1 - 217 208 Development Charges Project Shee t PRJ. NAMECity Share Of Subdivision WorksPROJECT #R3 PROJECTSubdivision WorksPRJ. TYPERoads various LOCATION Rev. Nov. 2013 PROJECT DESCRIPTIONMAP NOT APPLICABLE The City sets aside monies from the Development Charge Fund for the City's share of works to be done in subdivisions or adjacent thereto, including Regional Roads (e.g. extra width of roads, noise wall, sidewalks on backlotted arterials). ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Works18years$780,000$14,040,000 Total Projected Cost$14,040,000 Growth Related Balance Required$14,040,000 HEMSON 1 - 218 209 Development Charges Project Shee t PRJ. NAMEHuron Road WideningPROJECT #R4 PROJECTPRJ. TYPERoadsRoad Widening and Urbanization From Fischer Hallman Rd. to Trussler Rd. LOCATION Revised April 2014 PROJECT DESCRIPTIONMAP NOT APPLICABLE Huron Road Improvements from Strasburg road to Fischer Hallman were completed in 2012. Phase 2 of Huron road widening, the road improvements (urbanization) will be completed from Fischer Hallman to Trussler Road. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST RoadWidening2225m$3,100,$6,897,500,, RoadWidening2225m$3100$6897500 Contingency20%$1,379,500 Sub-total$8,277,000 Engineering and Construction Services20%$1,655,400 Hydro Cost (street Lighting)$1,000,000 Land Acquisition$1,000,000 Total Project Cost$11,932,400 Attributable to new growth100%$11,932,400 Growth Related Balance Required$11,940,000 HEMSON 1 - 219 210 Development Charges Project Sheet PRJ. NAMEStrasburg Road ImprovementsPROJECT #R5 PROJECTRoad Widening and ImprovementsPRJ. TYPERoad Strasburg Rd. (Block Line road Rd. to Bleams Road) LOCATION Revised April 2014 PROJECT DESCRIPTIONMAP NOT APPLICABLE As per Kitchener integrated transportation master plan, Strasburg Road requires major improvements and widening from Block Line road to Bleams Road. This project will include a roundabout at Strasburg Road and Block Line Road. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST RoadWidening1100m$2650,$2915000,, RoadWidening1100m$2650$2915000 Contingency20%$583,000 Sub-total$3,498,000 Engineering and Construction Services20%$699,600 Environmental assessmentLS$450,000 Land Acquisition$600,000 Total Project Cost$5,247,600 Attributable to new growth100%$5,247,600 Growth Related Balance Required$5,248,000 HEMSON 1 - 220 211 Development Charges Project Shee t PRJ. NAMEStrasburg Road NorthPROJECT #R6 PROJECTRoad ExtensionPRJ. TYPERoad Strasburg Road from its present terminus to 880m North of LOCATION Stauffer Drive Revised April 2014 PROJECT DESCRIPTIONKEY MAP The City has completed the detail design of Strasburg Road extension from its present terminus to 880m North of Stauffer Drive. This is a secondary collector road and will provide an alternate access to the Brigadoon and Doon south area. This road will also cross the South branch of Strasburg Creek. This project includes construction of four lane road with multi-use trail, a bridge, landscaping, signals, street lights and installation of noise wall along portion of the road and a wildlife passage culvert. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST 1LS$12,106,554,, RoadExtension(1200minlengthincludinggradingroadx,u, RoadEtension(1200minlengthincldinggradingroad 1LS$12106554 works, new bridge, sound wall and wildlife passage) Contingency10%$1,210,655 Sub-Total$13,317,209 Engineering and Consultant Services10%$1,331,721 KW Hydro Cost (street Lighting)1LS$700,000 Total Project Cost$16,559,586 Attributable to new growth100%$16,559,586 Growth Related Balance Required$16,560,000 HEMSON 1 - 221 212 Development Charges Project Shee t PRJ. NAMEStrasburg Road SouthPROJECT #R7 PROJECTRoadsPRJ. TYPERoads Strasburg Road from 880m South of Stauffer Drive to New LOCATION Dundee Road Rev. Nov. 13 PROJECT DESCRIPTIONKEY MAP The City has completed an Environmental Study Report for Strasburg Road from 880m North of Stauffer Drive to New Dundee Road. This secondary arterial road will provide an alternate access to the Brigadoon and Doon south area. This road includes construction of a 4 lane road with multiuse trail, storm sewers, storm water management pond, streetlights and landscaping. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Roadextension2560,m$2590,$6630400,, Roadextension2560m$2590$6630400 Sub-total$6,630,400 Contingency and miscellaneous25%$1,657,600 Engineering and Consultant Services15%$994,560 Total Project Cost$9,282,560 Attributable to new growth100%$9,282,560 Growth Related Balance Required$9,283,000 HEMSON 1 - 222 213 Development Charges Project Shee t PRJ. NAMEPROJECT #R8 Doon South Road (from Winding Wood Crescent to Doon Village) PROJECTRoadsPRJ. TYPERoad Doon South Road from Winding Wood Crescent to Doon LOCATION Village Revised March 2014 PROJECT DESCRIPTIONKEY MAP The Cycling Master Plan proposes 1.04 kilometers of cycle track for this section, (inclusive of both sides of the roadway). This is proposed to include approximately 500 m of boulevard multi-use trail and a pedestrian refuge island ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Multi-useTrailandRefugeIsland1LS$225000,$225000, Multi-useTrailandRefugeIsland1LS$225000$225000 Contingency20%$45,000 Sub-total$270,000 Engineering and Consultant Services25%$67,500 Total Project Cost$337,500 Attributable to new growth100%$337,500 Growth Related Balance Required$337,500 HEMSON 1 - 223 214 Development Charges Project Shee t PRJ. NAMECedar Street North (from Weber Street to King Street)PROJECT #R9 PROJECTRoadsPRJ. TYPERoads Weber Street to King Street LOCATION Revised March 2014 PROJECT DESCRIPTIONKEY MAP The Cycle Master Plan proposes 0.3 kilometers of bicycle priority street. This work will include new signage and super- sharrows. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Bicycle Priority Street1LS$7,,000$7,,000 BicyclePriorityStreet1LS$7000$7000 Contingency and Miscellaneous25%$1,750 Sub-total$8,750 Engineering and Consultant Services15%$1,312.50 Total Project Cost$10,063 Attributable to new growth100%$10,063 Growth Related Balance Required$10,100 HEMSON 1 - 224 215 Development Charges Project Shee t PRJ. NAMEIntersection ImprovementsPROJECT #IN1 PROJECTPRJ. TYPEIntersectionIntersection Improvements Homer Watson Blvd. and Doon Village Rd/Manitou Dr. LOCATION Revised April 2014 PROJECT DESCRIPTIONKEY MAP Doon South Community Traffic Impact Study recommends intersection improvements at Homer Watson Blvd. and Doon Village Rd./Manitou Dr. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST IntersectionImprovements1LS$100,000, IntersectionImprovements1LS$100000 Contingency20%$20,000 Sub-total$120,000 Engineering20%$24,000 Environmental Assessment$0 Total Project Cost$144,000 Attributable to new growth100%$144,000 Growth Related Balance Required$144,000 HEMSON 1 - 225 216 Development Charges Project Shee t PRJ. NAMEIntersection ImprovementsPROJECT #IN2 PROJECTPRJ. TYPEIntersectionIntersection Improvements Pioneer Drive and Doon Village Road LOCATION Revised April 2014 PROJECT DESCRIPTIONKEY MAP Doon South Community Traffic Impact Study recommends intersection improvements at Doon Village Rd. and Pioneer Dr. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST IntersectionImprovements$100,000, IntersectionImprovements$100000 Contingency20%$20,000 Sub-total$120,000 Engineering20%$24,000 Environmental Assessment$0 Total Project Cost$144,000 Attributable to new growth100%$144,000 Growth Related Balance Required$144,000 HEMSON 1 - 226 217 Development Charges Project Shee t PRJ. NAMEIntersection Improvements - Doon SouthPROJECT #IN3 PROJECTPRJ. TYPEIntersectionIntersection Improvements - Doon South Strasburg Rd. and Huron Rd. LOCATION Revised April 201 4 PROJECT DESCRIPTIONKEY MAP Reconstruction of Huron Road from Strasburg Road to Fischer Hallman is completed in 2012 as per Huron Road Environmental Study Report. Addition of a new right turn lane on north bound Strasburg Road is required as per this study. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST IntersectionImprovements1LS$350000, IntersectionImprovements1LS$350000 Contingency20%$70,000 Sub-total$420,000 Engineering20%$84,000 Total Project Cost$504,000 Attributable to new growth100%$504,000 Growth Related Balance Required$504,000 HEMSON 1 - 227 218 Development Charges Project Shee t PRJ. NAMEAmand DrivePROJECT #W1 PROJECTPRJ. TYPEWaterWatermain Amand Drive LOCATION Rev. Nov. 13 PROJECT DESCRIPTIONKEY MAP The City requires the connection of the a 300mm diameter watermain along Amand Drive to service the Rosemberg Community. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST 300mmDiameterWatermain715m$530$378950, 300mmDiameterWatermain715m$530$378950 Contingency20%$75,790 Sub-Total$454,740 Engineering and Consultant Services20%$90,948 Total Project Cost$545,688 Attributable to new growth100%$545,688 Growth Related Balance Required$545,700 HEMSON 1 - 228 219 Development Charges Project Shee t PRJ. NAMEHighway 7 ExtensionPROJECT #W2 PROJECTPRJ. TYPEWaterWatermain from Shirley Ave to Bridge Street LOCATION Revised April 2014 PROJECT DESCRIPTIONKEY MAP For security of water supply into the Bridgeport Area a secondary watermain connection is necessary. An additional benefit of this connection will be an increase in water circulation to maintain quality. This main is to be installed at the time of the construction of a new Highway 7 Grand River crossing. The main is approximately 1900 metres of 300mm diameter watermain and in is anticipated that six valves will be needed. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST 300 mm Diameter Watermain1900m$615$1,168,500 300mmDiameterWatermain1900m$615$1,168,500 450mm Crossing of Grand River1ea$65,000$65,000 Connections / Commissioning$20,000 Contingency20%$250,700 Sub-total$1,504,200 Engineering and Construction Services20%$300,840 Environmental Assessment$0 $1,805,040 Total Project Cost 50%$902,520 Attributable to new growth Attributable to existing50%$902,520 Growth Related Project Cost$902,600 HEMSON 1 - 229 220 Development Charges Project Shee t PRJ. NAMEHuron Road water mainPROJECT #W3 PROJECTPRJ. TYPEWaterSanitary Pumping Station Capacity Upgrades Trussler Rd. to Fischer Hallman Rd. LOCATION Revised April 2014 PROJECT DESCRIPTIONKEY MAP Estimate need for watermain for Huron Road - Trussler Road to approximately 205m east of Amand Drive. (approximately 1510m). ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST 300 mm Diameter Watermain1510m$530$800,300 300mmDiameterWatermain1510m$530$800,300 Valves5ea$8,500$42,500 Contingency20%$168,560 Sub-total$1,011,360 Engineering and Construction Services20%$202,272 Environmental Assessment$0 Total Project Cost$1,213,632 Attributable to new growth100%$1,213,632 Growth Related Project Cost$1,214,000 HEMSON 1 - 230 221 Development Charges Project Shee t PRJ. NAMEStrasburg Road SouthPROJECT #W4 PROJECTWatermainPRJ. TYPEWater Strasburg Road from 880m South of Stauffer Drive to New LOCATION Dundee Road Revised April 2014 PROJECT DESCRIPTIONKEY MAP The City has completed an Environmental Study Report for Strasburg Road from 880m North of Stauffer Drive to New Dundee Road. A 300mm diameter watermain needs to be constructed along Strasburg Road. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST 300 mm Diameter Watermain2,,560m$530$2,,205,,900 300mmDiameterWatermain2560m$530$2205900 Contingency and miscellaneous15%$330,885 Sub-total$2,536,785 Engineering and Consultant Services15%$380,518 Total Project Cost$2,917,303 Attributable to new growth100%$2,917,303 Growth Related Balance Required$2,918,000 HEMSON 1 - 231 222 Development Charges Project Shee t PRJ. NAMETrussler Road water mainPROJECT #W5 PROJECTPRJ. TYPEWaterWatermain Trussler Road - Huron Road to Bleams Road LOCATION Revised April 2014 PROJECT DESCRIPTIONKEY MAP Estimate need for watermain along Trussler Road - Huron Road to Bleams Road. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST 450 mm Watermain2670m$530$1,415,100 450mmWatermain2670m$530$1,415,100 Appurtenances1LS$25,000 Contingency25%$360,025 Sub-total$1,800,125 Engineering and Construction Services20%$360,025 Environmental Assessment$0 Total Project Cost$2,160,150 Attributable to new growth100%$2,160,150 Growth Related Project Cost$2,161,000 HEMSON 1 - 232 223 Development Charges Project Sheet Balzer Creek Rehabilitation PRJ. NAMEPROJECT #SW1 PROJECTSanitary Pumping Station Capacity UpgradesPRJ. TYPESWM Homer Watson Blvd to confluence with Schneider Creek (near LOCATION Manitou Drive) Revised April 2014 PROJECT DESCRIPTION KEY MAP Balzer Creek is a tributary to Schneider Creek and it's catchment area is approximately 250 ha. Development upstream of Homer Watson (west), comprised mostly of residential subdivisions, proceeded stormwater management requirements. The development to the east of Homer Watson required stormwater controls and these were draft plan approved in the 1990s. A trunk 750 mm sanitary sewer, which followed the alignment of Balzer Road, runs along and through portions of the creek. A manhole near the rear of 533 Brisbane Crt is jutting out in the middle of the creek. The creek in this area is braided and is also causing property damage to 517 Brisbane Crt. Furthermore, portions of the proposed lots off of Jeffrey Place (not yet constructed) may also be located within the stable slope limit associated with Balzer Creek. It is recommended that the creek alignment be altered to support new growth (10%), protect the sanitary sewer infrastructure as well as private property. ESTIMATE DESCRIPTION QTYUNITCOST PERTOTAL COST Approximately 850 m of water course work (Homer Watson to confluence with Schneider Creek)850m$1,500$1,275,000 Contingency25%$318,750 Sub-total$1,593,750 Engineering and Construction Services20%$318,750 Environmental Assessment$100,000 Total Project Cost$2,012,500 Pumping Station Upgrades Attributable to new growth10%$201,250 Non development charge (capital)90% stormwater utility portion45%$905,625 sanitary sewer portion45%$905,625 Growth Related Balance Required $201,300 HEMSON 1 - 233 224 Development Charges Project Shee t PRJ. NAMEDoon Creek Limited CulvertsPROJECT #SW2 PROJECTPRJ. TYPESWMSanitary Pumping Station Capacity Upgrades Tilt Drive at Stauffer Drive just north of Stauffer LOCATION Revised April 2014 PROJECT DESCRIPTIONKEY MAP As part of the development in that area, the internal street system crosses over the Doon South Creek in two locations. As such, two culverts were constructed in 2010 by the developer. There was an agreement put into place to reimburse the developer for costs in the amount of $1,014,781. a partial payment has been made to the developer ($445,000) with the remainder agreed to be paid in 2016. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Two New Culverts 1LS$570,000$570,000 (amount agreed to be repayed by TwoNewCulverts(amountagreedtoberepayedby 1LS$570,000$570,000 developer) Contingency0%$0 $570,000 Sub-total Engineering and Construction Services (actual)$0 Environmental Assessment$0 Total Project Cost$570,000 Attributable to new growth 100%$570,000 Growth Related Balance Required (in 2016)$570,000 HEMSON 1 - 234 225 Development Charges Project Sheet Hidden Valley Watercourse Improvements PRJ. NAMEPROJECT #SW3 PROJECTSanitary Pumping Station Capacity UpgradesPRJ. TYPESWM Hidden Valley Creek - from confluence at the Grand River LOCATION to upstream end Revised April 2014 PROJECT DESCRIPTION KEY MAP The catchment to this creek is a mixture of commercial and residential and includes a Regional ESPA east of Wabanaki. It is expected that the majority of the built up area was developed prior to the requirement for SWM controls. An EA is required to fully understand the creek system in light of future development including the extension of River Road and greenfield development and the potential for increased erosion and sediment deposition entering the watercourse along with incremental flows due to increased runoff. ESTIMATE DESCRIPTION QTYUNITCOST PERTOTAL COST Water Course Restoration/Rehabilitation2000m$1,500$3,000,000 Contingency25%$750,000 Sub-total$3,750,000 Engineering and Construction Services20%$750,000 Environmental Assessment$150,000 Total Project Cost$4,650,000 Attributable to new growth10%$465,000 Growth Related Balance Required$465,000 HEMSON 1 - 235 226 Development Charges Project Shee t PRJ. NAMEIdlewood Creek ImprovementsPROJECT #SW4 PROJECTPRJ. TYPESWMSanitary Pumping Station Capacity Upgrades Idlewood Creek from Grand River to Fairway Rd LOCATION Revised April 2014 PROJECT DESCRIPTIONKEY MAP Idlewood Creek, located in the southeastern portion of the City has a drainage area of 442 ha. This creek is classified as a cold water fishery. Idlewood Creek has experienced detrimental erosion over the past few decades likely as a result of new and increased development. In the early 1990s, in response to concerns from downstream property owners as well as an appeal to the Ontario Municipal Board opposing zoning bylaw amendments for residential development to occur, the City commissioned the Idlewood Creek Master Drainage Plan. The intent of the study was to determine whether additional measures were required to address flooding and erosion. The study recommended that more stringent SWM criteria be required with future development and also recommended erosion protection works on private property. There is also a second online dam structure on Idlewood Creek, immediately downstream (south) of Fairway Road, which is on City owned park lands. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST 900m$1,500$1,350,000 Water Course Restoration / Rehabilitation 25%$337,500 Contingency $1,687,500 Sub-total Engineering20%$337,500 Environmental Assessment$100,000 Total Project Cost$2,125,000 Attributable to new growth20%$425,000 Existing DC funds in capital account$39,540 Growth Related Balance Required$386,000 HEMSON 1 - 236 227 Development Charges Project Shee t PRJ. NAMEKolb DrainPROJECT #SW5 PROJECTSanitary Pumping Station Capacity UpgradesPRJ. TYPESWM from Grand River to Brookfield Boulevard LOCATION Revised April 2014 PROJEC T DESCRIPTION KEY MAP An Environmental Assessment (EA) Study was undertaken and filed October 2013 which provides the preferred solution for upgrading the Drain between Smetana Drive and Forfar Ave. The preferred solution is to provide an overflow sewer along Rothsay Avenue and to upgrade the Stormwater Management Facility within Forfar Park. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST 1LS2,307,500$$ 2,307,500 Channel Works Manchester Rd SWM Facility (SWMF6) retrofit1LS332,500$ $ 332,500 Contingency20%$ 461,500 Sub-total$ 3,101,500 Engineering and Construction Services20%$ 620,300 Environmental Assessment (costs- SAP to Nov 13)1LS143,063$ $ 143,063 Total Project Cost$ 3,864,863 Attributable to new growth10%$ 386,486 Existing DC in capital account$ 48,153 Growth Related Balance Required$338,400 HEMSON 1 - 237 228 Development Charges Project Shee t PRJ. NAMELaurel Creek WatercoursePROJECT #SW6 PROJECTPRJ. TYPESWMSanitary Pumping Station Capacity Upgrades Lower Laurel Creek from Bridge Street to City Of Kitchener LOCATION municipal boundaryRevised April 2014 PROJECT DESCRIPTIONKEY MAP In 1995 the Grand River Conservation Authority finalized the Slope Stabilization and Erosion Control Class Environmental Assessment for the Lower Laurel Creek between the Grand River and City of Kitchener Municipal boundary. A portion of this creek was upgraded in accordance with this plan. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Watercourse1200m$1,500$1,800,000 Watercourse1200m$1,500$1,800,000 Contingency25%$450,000 Sub-total$2,250,000 Engineering and Construction Services20%$450,000 Environmental Assessment - revision$50,000 Total Project Cost$2,750,000 Attributable to new growth10%$275,000 Growth Related Balance Required$275,000 HEMSON 1 - 238 229 Development Charges Project Shee t PRJ. NAMEStrasburg Creek Watercourse Structure(s)PROJECT #SW7 Sanitary Pumping Station Capacity Upgrades PROJECTPRJ. TYPESWM Fischer Hallman Rd. LOCATION Revised April 2014 PROJEC T DESCRIPTIONKEY MAP The Strasburg Creek Master Watershed Plan identified requirements for flow control structures on the middle branch of the creek. The EA provided preliminary design concepts for structures at Huron Rd and at the confluence of the west branch (upstream of Wards Pond). It included that an EA was required to determine appropriate locations for these structures. The updated EA (Draft October 2013) determined the preferred location for flow control was at Huron Rd and at Fischer Hallman. The Huron Rd crossing has been constructed. ESTIMAT E DESCRIPTION QTYUNITCOST PERTOTAL COST Two Box Culverts at Fischer Hallman Road1LS$1,339,3081,339,308$ Contingency20%$ 267,862 Sub-total $ 1,607,170 Engineering & Services During Construction 20%$ 321,434 Total Project Cost $ 1,928,604 Attributable to new growth 100%$ 1,928,604 Region of Waterloo cost sharing $ 1,270,135 Growth Related Balance Required$ 658,500 HEMSON 1 - 239 230 Development Charges Project Shee t PRJ. NAMEMisc. Creek Rehabilitation ProjectPROJECT #SW8 PROJECTPRJ. TYPESWMSanitary Pumping Station Capacity Upgrades TBD LOCATION Revised April 2014 PROJECT DESCRIPTIONKEY MAP This project is intended to support creek rehabilitation projects required either as a result of future development within the City or as it relates to other Development Charge projects. As an example the development in Doon South currently taking place may have a negative impact on the creek. Increased run-off or other deleterious effects such as erosion due to changes in peak flows may require rehabilitation of the creek. Development Charge funding will be required to evaluate and rectify any negative impact this type of future development may cause. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST Miscellaneous (Project 2014 - 2031)1LS$1,800,000$1,800,000 Sub-total$1,800,000 Total Project Cost$1,800,000 Attributable to new growth100%$1,800,000 Growth Related Balance Required$1,800,000 HEMSON 1 - 240 231 Development Charges Project Shee t Schneider Creek Watercourse PRJ. NAMEPROJECT #SW9 Sanitary Pumping Station Capacity Upgrades PROJECTPRJ. TYPESWM Manitou Drive to Hayward Avenue; Homer Watson to Grand LOCATION River Revised April 2014 PROJECT DESCRIPTION KEY MAP The Class Environmental Study Report for Schneider Creek between Manitou Drive and Hayward Avenue has been completed. Preferred alternatives are broken into 3 reaches. Reach 1 has been constructed. Reach 2&3 cost estimates have been updated. It is also proposed to undertake remedial work on the creek from Homer Watson to the Grand River due to extensive erosion problems and an EA will be required. The inclusion of this project in the DC fund was established at the OMB. ESTIMATE DESCRIPTION QTYUNITCOST PERTOTAL COST Phase 1 - stage 2 - Hydro crossing to rail crossing1LS$ 3,409,675$3,409,675 Phase 1 - stage 3 - Rail Crossing - Manitou1LS$ 669,100$669,100 Contingency(stage2&3only)yy20%$815755, Contingenc(stage2&3onl)20%$815755 Engineering and Const. Services (Phase 1 - Stage 2&3 on20%$978,906 Total Phase 1$5,873,436 Phase 2: Grand River to Homer Watson water course work3500m$1,500$5,250,000 Contingency (Phase 2)20%$1,050,000 Engineering and Construction Services (Phase 2)20%$1,260,000 Total Phase 2$7,560,000 Environmental Assessment (update for Phase 2)$100,000 Total Project Cost (Phase 1 & 2)$13,533,436 Attributable to new growth (residential)30%$4,060,031 Attributable to new growth (non-residential)20%$2,706,687 Non development charge (capital)50%$6,766,718 Existing DC in capital account$273,686 Growth Related Balance Required$6,494,000 HEMSON 1 - 241 232 Development Charges Project Shee t PRJ. NAMEStrasburg Road NorthPROJECT #R6 PROJECTRoad ExtensionPRJ. TYPERoad Strasburg Road from its present terminus to 880m North of LOCATION Stauffer Drive Revised April 2014 PROJECT DESCRIPTIONKEY MAP The City has completed the detail design of Strasburg Road extension from its present terminus to 880m North of Stauffer Drive. This is a secondary collector road and will provide an alternate access to the Brigadoon and Doon south area. This road will also cross the South branch of Strasburg Creek. This project includes construction of four lane road with multi-use trail, a bridge, landscaping, signals, street lights and installation of noise wall along portion of the road and a wildlife passage culvert. ESTIMATE DESCRIPTIONQTYUNITCOST PERTOTAL COST 1LS$12,106,554,, RoadExtension(1200minlengthincludinggradingroadx,u, RoadEtension(1200minlengthincldinggradingroad 1LS$12106554 works, new bridge, sound wall and wildlife passage) Contingency10%$1,210,655 Sub-Total$13,317,209 Engineering and Consultant Services10%$1,331,721 KW Hydro Cost (street Lighting)1LS$700,000 Total Project Cost$16,559,586 Attributable to new growth100%$16,559,586 Growth Related Balance Required$16,560,000 HEMSON 1 - 242 233 APPENDIX E RESERVE FUNDS HEMSONHEMSON 1 - 243 234 APPENDIX D TABLE 1 CITY OF KITCHENER 2014 DEVELOPMENT CHARGES BACKGROUND STUDY DEVELOPMENT CHARGES RESERVE FUND BALANCES AS AT DECEMBER 31, 2013 1 Adjusted Uncommitted Reserve FundReserve Fund ServiceBalance as atBalance as at Dec. 31, 2013Dec. 31, 2013 Library($438,588)($420,831) Indoor Recreation$1,731,956$1,661,835 Outdoor Recreation($1,404,366)($1,347,508) Parking($4,474,517)($4,275,178) Cemeteries$83,338$79,964 Growth-Related Studies($596,742)($570,157) Total Discounted Services($5,098,919)($4,871,876) Roads($19,425,562)($19,425,562) Sanitary Sewer$16,682,405$16,682,405 Watermains$1,128,812$1,128,812 Storm/Watercourse$4,879,973$4,879,973 Fire Protection($373,076)($373,076) 2 Public Works ($3,650,068)($3,650,068) Engineering Studies($789,800)($789,800) Intensification Allowance($469,004)($469,004) Total Non-Discounted Services($2,016,320)($2,016,320) Total Development Charge Reserve Funds($7,115,239)($6,888,196) Source:CityofKitchenerReserveFundTransactionReport2013,TableE. Notes: 1.Adjustedtoremovepriorcontributionsfromdowntowndevelopment. 2.PublicWorksserviceto2013wastreatedasanondiscountedservice. HEMSON 1 - 244 235 APPENDIX F CAPITAL AND OPERATING COST IMPACT ANALYSIS HEMSON 1 - 245 1 - 246 237 APPENDIX F TABLE 2 - PAGE 1 CITY OF KITCHENER SUMMARY OF TAX SUPPORTED FUNDING REQUIREMENTS Net Capital Cost of2014201520162017201820192020202120222023TOTAL Development-Related Projects($000)($000)($000)($000)($000)($000)($000)($000)($000)($000)($000) LIBRARY Total Net Cost (1)3,128.92,841.92,808.92,583.92,583.93,871.96,524.96,418.92,583.92,583.935,931.1 Net Cost From Development Charges (2)1,221.21,047.71,027.8891.8891.8853.1853.1853.1853.1853.19,345.5 Net Cost From Non-DC Sources1,907.71,794.21,781.11,692.21,692.23,018.95,671.95,565.91,730.91,730.926,585.6 - Discount Portion (3)198.1178.8176.6161.5161.5290.3555.6545.0161.5161.52,590.6 - Available DC Reserves (4)324.2324.2324.2324.2324.2324.2324.2324.2324.2324.23,242.0 - Replacement & Benefit to Existing1,147.71,053.51,042.6968.8968.8968.8968.8968.8968.8968.810,025.3 - For Post 2023 Development (5)237.7237.7237.7237.7237.71,435.63,823.33,727.9276.4276.410,727.7 FIRE PROTECTION Total Net Cost (1)180.0100.0100.0100.0100.0100.0189.0100.0100.0826.81,895.8 Net Cost From Development Charges (2)113.2100.0100.0100.0100.0100.0114.7100.0100.0826.81,754.7 Net Cost From Non-DC Sources66.80.00.00.00.00.074.30.00.00.0141.1 - Discount Portion (3)0.00.00.00.00.00.00.00.00.00.00.0 - Available DC Reserves (4)0.00.00.00.00.00.00.00.00.00.00.0 - Replacement & Benefit to Existing66.80.00.00.00.00.074.30.00.00.0141.1 - For Post 2023 Development (5)0.00.00.00.00.00.00.00.00.00.00.0 INDOOR RECREATION Total Net Cost (1)0.00.00.03,412.0432.01,972.02,745.05,906.04,490.038,203.057,160.0 Net Cost From Development Charges (2)0.00.00.03,070.8221.6902.31,390.24,417.03,926.711,405.125,333.8 Net Cost From Non-DC Sources0.00.00.0341.2210.41,069.71,354.81,489.0563.326,797.931,826.2 - Discount Portion (3)0.00.00.0341.224.6100.3154.5490.8436.33,346.84,894.4 - Available DC Reserves (4)0.00.00.00.00.00.00.00.00.00.00.0 - Replacement & Benefit to Existing0.00.00.00.0185.8969.51,200.3998.2127.04,735.18,215.9 - For Post 2023 Development (5)0.00.00.00.00.00.00.00.00.018,715.918,715.9 OUTDOOR RECREATION Total Net Cost (1)2,260.52,015.11,488.91,507.91,659.61,711.91,712.26,686.36,687.213,723.839,453.4 Net Cost From Development Charges (2)1,392.61,187.3708.8726.0833.1874.4874.85,351.5627.631.512,607.5 Net Cost From Non-DC Sources868.0827.9780.1781.9826.5837.5837.41,334.86,059.613,692.226,845.9 - Discount Portion (3)176.8153.8101.2103.0117.8122.9122.9620.3620.41,324.03,463.0 - Available DC Reserves (4)0.00.00.00.00.00.00.00.00.00.00.0 - Replacement & Benefit to Existing492.6477.5477.1477.9481.2483.3483.3483.2483.5483.34,823.0 - For Post 2023 Development (5)198.5196.7201.8201.0227.4231.4231.2231.34,955.711,884.918,559.9 PUBLIC WORKS Total Net Cost (1)4,868.65,302.95,302.95,302.95,302.95,302.95,302.95,302.95,302.95,302.952,594.7 Net Cost From Development Charges (2)751.8968.9968.9968.9968.9968.9548.8548.8548.8548.87,791.4 Net Cost From Non-DC Sources4,116.84,334.04,334.04,334.04,334.04,334.04,754.14,754.14,754.14,754.144,803.3 - Discount Portion (3)0.00.00.00.00.00.00.00.00.00.00.0 - Available DC Reserves (4)617.6617.6617.6617.6617.6617.6617.6617.6617.6617.66,175.6 - Replacement & Benefit to Existing2,377.32,594.42,594.42,594.42,594.42,594.42,594.42,594.42,594.42,594.425,727.3 - For Post 2023 Development (5)1,122.01,122.01,122.01,122.01,122.01,122.01,542.11,542.11,542.11,542.112,900.5 PARKING Total Net Cost (1)2,763.72,763.72,763.72,763.72,763.72,763.72,763.72,763.72,763.78,403.733,276.6 Net Cost From Development Charges (2)567.2567.2567.2567.2567.2567.2567.2567.2567.2567.25,671.9 Net Cost From Non-DC Sources2,196.52,196.52,196.52,196.52,196.52,196.52,196.52,196.52,196.57,836.527,604.7 - Discount Portion (3)228.7228.7228.7228.7228.7228.7228.7228.7228.7756.92,815.0 - Available DC Reserves (4)800.0800.0800.0800.0800.0800.0800.0800.0800.0800.08,000.0 - Replacement & Benefit to Existing476.9476.9476.9476.9476.9476.9476.9476.9476.9834.55,126.5 - For Post 2023 Development (5)690.9690.9690.9690.9690.9690.9690.9690.9690.95,445.111,663.2 CEMETERIES Total Net Cost (1)0.089.4425.2417.7409.50.00.00.00.01,019.92,361.7 Net Cost From Development Charges (2)0.010.650.449.548.50.00.00.00.0120.8279.7 Net Cost From Non-DC Sources0.078.8374.8368.2361.00.00.00.00.0899.12,081.9 - Discount Portion (3)0.02.511.711.511.30.00.00.00.028.064.9 - Available DC Reserves (4)0.00.00.00.00.00.00.00.00.00.00.0 - Replacement & Benefit to Existing0.064.8308.2302.9296.90.00.00.00.0739.41,712.2 - For Post 2023 Development (5)0.011.554.953.952.90.00.00.00.0131.6304.8 GROWTH-RELATED STUDIES Total Net Cost (1)261.8519.6503.1303.7183.4278.7117.882.593.092.72,436.3 Net Cost From Development Charges (2)176.5327.7310.6188.7120.0205.870.059.862.165.41,586.8 Net Cost From Non-DC Sources85.3191.9192.5115.063.372.947.822.630.927.3849.5 - Discount Portion (3)19.636.434.521.013.322.97.86.66.97.3176.3 - Available DC Reserves (4)0.00.00.00.00.00.00.00.00.00.00.0 - Replacement & Benefit to Existing65.7155.5158.094.050.050.040.016.024.020.0673.2 - For Post 2023 Development (5)0.00.00.00.00.00.00.00.00.00.00.0 Notes: (1) For total development-related capital program see Appendix B. (2) Share of capital program to be funded from development charges if calculated rates are fully implemented (3) Mandatory 10% reduction for applicable services (4) Portion of development-related capital program funded from DC reserves. (5) Post 2023 development-related net capital costs may be eligible for development charges in future DC by-laws, but interim financing of this share may be required HEMSON 1 - 247 238 APPENDIX F TABLE 2 - PAGE 2 CITY OF KITCHENER SUMMARY OF TAX SUPPORTED FUNDING REQUIREMENTS Net Capital Cost of2014201520162017201820192020202120222023TOTAL Development-Related Projects($000)($000)($000)($000)($000)($000)($000)($000)($000)($000)($000) SANITARY SERVICING Total Net Cost (1)4,578.813,352.69,277.33,098.22,010.25,918.85,491.796.04,803.89,361.657,988.9 Net Cost From Development Charges (2)3,092.99,818.77,231.72,521.61,433.65,342.25,424.528.84,736.69,294.448,924.9 Net Cost From Non-DC Sources1,485.93,533.92,045.6576.6576.6576.667.267.267.267.29,064.0 - Discount Portion (3)0.00.00.00.00.00.00.00.00.00.00.0 - Available DC Reserves (4)0.069.60.00.00.00.00.00.00.00.069.6 - Replacement & Benefit to Existing1,485.93,464.32,045.6576.6576.6576.667.267.267.267.28,994.4 - For Post 2031 Development (5)0.00.00.00.00.00.00.00.00.00.00.0 ROADS AND RELATED Total Net Cost (1)780.01,127.61,068.0780.0780.0780.06,299.96,299.911,048.91,530.030,494.1 Net Cost From Development Charges (2)780.01,127.61,068.0780.0780.0780.06,299.96,299.911,048.91,530.030,494.1 Net Cost From Non-DC Sources0.00.00.00.00.00.00.00.00.00.00.0 - Discount Portion (3)0.00.00.00.00.00.00.00.00.00.00.0 - Available DC Reserves (4)0.00.00.00.00.00.00.00.00.00.00.0 - Replacement & Benefit to Existing0.00.00.00.00.00.00.00.00.00.00.0 - For Post 2031 Development (5)0.00.00.00.00.00.00.00.00.00.00.0 WATERMAINS Total Net Cost (1)0.00.00.00.00.0545.70.00.0404.53,263.74,213.9 Net Cost From Development Charges (2)0.00.00.00.00.0545.70.00.0404.52,361.23,311.4 Net Cost From Non-DC Sources0.00.00.00.00.00.00.00.00.0902.5902.5 - Discount Portion (3)0.00.00.00.00.00.00.00.00.00.00.0 - Available DC Reserves (4)0.00.00.00.00.00.00.00.00.00.00.0 - Replacement & Benefit to Existing0.00.00.00.00.00.00.00.00.0902.5902.5 - For Post 2031 Development (5)0.00.00.00.00.00.00.00.00.00.00.0 ENGINEERING STUDIES Total Net Cost (1)442.7343.5343.2342.9343.5443.2321.5321.5321.4321.43,544.7 Net Cost From Development Charges (2)442.7343.5343.2342.9343.5443.2321.5321.5321.4321.43,544.7 Net Cost From Non-DC Sources0.00.00.00.00.00.00.00.00.00.00.0 - Discount Portion (3)0.00.00.00.00.00.00.00.00.00.00.0 - Available DC Reserves (4)0.00.00.00.00.00.00.00.00.00.00.0 - Replacement & Benefit to Existing0.00.00.00.00.00.00.00.00.00.00.0 - For Post 2031 Development (5)0.00.00.00.00.00.00.00.00.00.00.0 INTENSIFICATION ALLOWANCE Total Net Cost (1)250.0250.0250.0250.0250.0250.0250.0250.0250.0250.02,500.0 Net Cost From Development Charges (2)166.7166.7166.7166.7166.7166.7166.7166.7166.7166.71,666.7 Net Cost From Non-DC Sources83.383.383.383.383.383.383.383.383.383.3833.3 - Discount Portion (3)0.00.00.00.00.00.00.00.00.00.00.0 - Available DC Reserves (4)0.00.00.00.00.00.00.00.00.00.00.0 - Replacement & Benefit to Existing83.383.383.383.383.383.383.383.383.383.3833.3 - For Post 2031 Development (5)0.00.00.00.00.00.00.00.00.00.00.0 STORM/WATERCOURSE Total Net Cost (1)0.0105.96,665.76,768.4764.4105.9355.9105.96,747.66,747.628,367.2 Net Cost From Development Charges (2)0.0105.91,399.7772.1764.4105.9105.9105.93,278.13,426.710,064.5 Net Cost From Non-DC Sources0.00.05,266.15,996.30.00.0250.00.03,469.53,320.918,302.7 - Discount Portion (3)0.00.00.00.00.00.00.00.00.00.00.0 - Available DC Reserves (4)0.00.087.70.00.00.0125.00.0148.70.0361.4 - Replacement & Benefit to Existing0.00.05,178.45,996.30.00.0125.00.03,320.93,320.917,941.3 - For Post 2031 Development (5)0.00.00.00.00.00.00.00.00.00.00.0 TOTAL MUNICIPAL SERVICES Total Net Cost (1)19,515.028,812.130,996.827,631.317,583.024,044.632,074.434,333.545,596.991,630.8352,218.4 Net Cost From Development Charges (2)8,704.715,771.613,942.911,146.17,239.211,855.216,737.118,820.026,641.631,519.0162,377.5 Net Cost From Non-DC Sources10,810.313,040.517,053.916,485.210,343.812,189.315,337.315,513.418,955.360,111.8189,841.0 - Discount Portion (3)623.2600.2552.7866.8557.2765.01,069.41,891.41,453.85,624.614,004.3 - Available DC Reserves (4)1,741.81,811.41,829.41,741.81,741.81,741.81,866.81,741.81,890.41,741.817,848.6 - Replacement & Benefit to Existing6,196.38,370.212,364.611,571.15,714.06,202.86,113.65,688.18,146.114,749.585,116.1 - For Post Period Development (5)2,249.12,258.72,307.22,305.52,330.83,479.86,287.56,192.27,465.137,996.072,872.0 Notes: (1) For total development-related capital program see Appendix B. (2) Share of capital program to be funded from development charges if calculated rates are fully implemented (3) Mandatory 10% reduction for applicable services (4) Portion of development-related capital program identified as available DC reserves (to be funded from present Development Charge reserve fund balances). (5) Post Period development-related net capital costs may be eligible for development charges in future DC by-laws, but interim financing of this share may be required (6) Hard Services Capital Programs extend to 2031, however only ten-year funding requirements are shown in this table. HEMSON 1 - 248 239 APPENDIX G DEVELOPMENT CHARGES ENGINEERED SERVICES MAP 1 - 249 F SO I I LANCASTER ST W Y D E IRA NEEDLES BLVD 1 - 250 Appendix C BY-LAW NUMBER OF THE CORPORATION OF THE CITY OF KITCHENER (Being a by-law to establish development charges for the City of Kitchener and to repeal Development Charge By-law No. 2009-091 as amended by By-law No. 2010-086 and By-law No. 2010-106) WHEREAS the City will experience growth through development and redevelopment of land which will increase the need for services to be provided by the City; AND WHEREAS section 2(1) of the Development Charges Act, 1997, S.O. 1997, c. 27 (the "Development Charges Act") enables the Council to pass by-laws for the imposition of development charges against land to pay for increased capital costs required because of increased needs for services arising from the development or redevelopment of land; AND WHEREAS Council wishes to ensure that the capital cost of meeting growth related demands for services is met but does not place a financial burden upon the City's existing taxpayers, and also that new taxpayers bear no more than the net capital cost attributable to providing the current level of services; AND WHEREAS the City has undertaken a Development Charges Background Study, dated April, 2014, to forecast, to the year 2031 for engineering services and to the year 2023 for all other services, growth within the municipality through development and redevelopment, to determine the need for services at specified service standards resulting from growth and to calculate 1 1 - 251 the net capital costs of services attributable to growth (the "Study"); AND WHEREAS Council, in accordance with section 12 of the Development Charges Act and section 9 of Ontario Regulation 82/98, gave notice on April 4, 2014 of a public meeting to consider the passing of a development charges by-law, made available before and at the public meeting sufficient information to enable the public to understand generally the development charges proposal, held the public meeting on ___________ and heard representations from all persons who applied to be heard whether in objection to or in support of the proposal; AND WHEREAS Council, by resolution dated ___________, has indicated that it intends to ensure that the increase in the need for services attributable to the anticipated development will be met, subject to sufficient development charge revenues being generated and other City affordability criteria being met; AND WHEREAS Council, by resolution dated____________, has indicated its intent that the future excess capacity identified in the Study shall be paid for by the development charges or other similar charges; AND WHEREAS Council, by resolution dated __________adopted the capital forecasts prepared in conjunction with the Development Charges Background Study for the City of Kitchener dated April, 2014; AND WHEREAS Council, having reviewed the Study and the proposed by-law and having considered all of the representations made at the public meeting, directed that this by-law be enacted; 2 1 - 252 NOW THEREFORE the Council of The Corporation of the City of Kitchener enacts as follows: Article 1 Short Title 1.1This By-law may be cited as the “Development Charges By-law”. Article 2 Interpretation In this by-law, the following definitions apply: "accessory use" 2.1 means a use, including a building, which is commonly incidental, subordinate and exclusively devoted to the main use or main building situate on the same lot; "agricultural use" 2.2 means the use of land and buildings for apiaries, fish farming, animal husbandry or the cultivation of trees, shrubs, flowers, grains, sod, fruits, vegetables and other crops or ornamental plants ("agricultural products") but shall not include any building or structure where agricultural products are displayed for sale in more than twenty-five per cent of the gross floor area of such building or structure; "capital cost" 2.3 means costs incurred or proposed to be incurred by the City or a local board thereof directly or by others on behalf of, and as authorized by, the City or a local board thereof, i) to acquire land or an interest in land, including a leasehold interest and land for an enclosed structure used throughout the year for public recreation and 3 1 - 253 land that is necessary for the structure to be used for that purpose, including parking and access to the structure, ii) to improve land, iii) to acquire, lease, construct or improve buildings and structures, iv) to acquire, lease, construct or improve facilities including, 1) rolling stock with an estimated useful life of seven years or more, furniture and equipment other than computer equipment, and 2) materials acquired for circulation, reference or information purposes by a library board as defined in the Public Libraries Act, R.S.O. 1990, c.P.44, and v) to undertake studies in connection with any of the matters in clauses i) to iv), and the development charge background study required under section 10 of the Development Charges Act, required for the provision of services designated in this by-law within or outside the City, including interest on borrowing for those expenditures under clauses i), ii), iii) and iv); "development" 2.4 includes redevelopment; "development charge" 2.5 means a charge imposed with respect to growth-related net capital costs against land under this by-law; "duplex" 2.6 means a dwelling or residential building divided predominantly horizontally into two dwelling units; "dwelling unit" 2.7 means a room or suite of rooms which: 4 1 - 254 i) is located in a building (including a non-residential building), ii) is occupied or designed to be occupied by a household as a single, independent and separate housekeeping establishment, iii) contains both a kitchen and bathroom for the exclusive common use of the occupants thereof, and iv) has a private entrance leading directly from outside the building or from a common hallway or stairway inside the building; "excess capacity" 2.8 means uncommitted excess capacity but excludes uncommitted excess capacity if, either before or at the time the excess capacity was created, the Council of the City expressed a clear intention that the excess capacity would be paid for by development charges or other similar charges; "existing industrial building" 2.9 means a building or buildings existing on a site in the City of Kitchener on June 1, 2014 or the first building or buildings constructed and occupied on a vacant site pursuant to site plan approval under section 41 of the Planning Act, R.S.O. 1990, c.P.13 (the "Planning Act") subsequent to June 1, 2014 for which full development charges were paid, and is used for or in connection with, (i) the production, compounding, processing, packaging, crating, bottling, packing or assembling of raw or semi-processed goods or materials in not less than seventy-five per cent of the total gross floor area of the building or buildings on asite ("manufacturing") or warehousing; (ii)research or development in connection with manufacturing in not less than seventy- 5 1 - 255 five percent of the total gross floor area of the building or buildings on a site; (iii) retail sales by a manufacturer, if the retail sales are at the site where the manufacturing is carried out, such retail sales are restricted to goods manufactured at the site, and the building or part of a building where such retail sales are carried out does not constitute greater than twenty-five per cent of the total gross floor area of the building or buildings on the site; or (iv) office or administrative purposes, if they are, (1) carried out with respect to manufacturing or warehousing; and (2) in or attached to the building or structure used for such manufacturing or warehousing; "floor area" 2.10 means the area of floors of a building or structure measured between the outside surfaces of exterior walls or between the outside surfaces of exterior walls and the centre line of party walls, and in the case of a dwelling unit includes only those floor areas above grade. This shall not include any area which is specifically designed for parking and is not being used for the repair or sale of vehicles; "grade" 2.11 means the average level of finished ground adjoining a dwelling unit at all exterior walls; "gross floor area" 2.12 means the total floor area of a building or structure; "growth-related net capital cost" 2.13 means the portion of the net capital cost of services that is reasonably attributable to the need for such net capital cost that results or will result from the anticipated development in all or a defined part of the City less the City's excess capacity 6 1 - 256 and the extent to which an increase in service to meet the increased need will benefit existing development within the City; "home business" 2.14 means a vocational use, as permitted by the applicable City zoning by- law, conducted in a dwelling unit which is secondary to the use of the dwelling unit as a private residence; “hospital” 2.15means a hospital as defined in the Public Hospitals Act, R.S.O. 1990, c. P.40; "household" 2.16 means one or more persons living together as a single non-profit, housekeeping unit, sharing all areas of the dwelling unit and may, in addition, be designed to accommodate lodging units containing less than four residents; "local board" 2.17 means a municipal service board, transportation commission, public library board, board of health, police services board, planning board or any other board, commission, committee, body or local authority established or exercising any power under any Act with respect to any of the affairs or purposes of the City or the Regional Municipality of Waterloo (the "Region") or any part or parts thereof, excluding a school board, a conservation authority and any other board excluded under any general or special Act; "local services" 2.18 means services related to a plan of subdivision or within the area to which the plan relates, to be installed or paid for by the owner as a condition of approval under section 51 of the Planning Act, or as a condition of approval under section 53 of the Planning Act; "lodging house" 2.19 means a dwelling or residential building containing one or more lodging 7 1 - 257 units designed to accommodate four or more residents. The residents may share common areas of the dwelling other than the lodging units, and do not appear to function as a household. This shall not include a group home, nursing home, hospital or any residential care facility licensed, approved, or supervised under any general or specific Act, or a hotel or motel. This shall include but not be limited to student residences, convents, unlicensed nursing homes and tourist homes; "lodging unit" 2.20 means a room or set of rooms located in a lodging house designed or intended to be used for sleeping and living accommodation, which: i) is designed for the exclusive use of the resident or residents of the unit; ii) is not normally accessible to persons other than the resident or residents of the unit; and iii) may contain either a bathroom or kitchen but does not contain both for the exclusive use of the resident or residents of the unit; "multiple dwelling" 2.21 means a dwelling or residential building containing three or more dwelling units, but shall not include townhouse or row dwellings; "net capital cost" 2.22 means the capital cost less capital grants, subsidies and other contributions made to the City or that the Council of the City anticipates will be made but only to the extent that the grant, subsidy or other contribution is clearly intended by the person making it to benefit new development and includes conveyances or payments under sections 42, 51.1 and 53 of the Planning Act, in respect of the capital cost; "non-residential use" 2.23 means the use of land, building or structures for a use other than residential use, including all commercial, industrial and institutional uses and excluding 8 1 - 258 agricultural uses; "owner" 2.24 means the owner of land or a person who has made application for an approval for the development or redevelopment of land upon which a development charge is imposed; "residential use" 2.25 means the use of land, buildings or structures for one or more single detached, semi-detached, townhouse, row dwelling, multiple dwelling or duplex dwelling units and lodging houses; "semi-detached dwelling" 2.26 means a dwelling or residential building divided predominantly vertically into two dwelling units; "services" 2.27 means services designated in Schedule "A" attached to this by-law; "single-detached dwelling" 2.28 means a dwelling or residential building consisting of one dwelling unit and not attached to another residential structure, and shall include a mobile home located on a foundation; "site" 2.29 means a parcel of land which can be legally conveyed pursuant to section 50 of the Planning Act and includes a development having two or more lots consolidated under one identical ownership; "townhouse or row dwelling" 2.30 means a dwelling or residential building divided predominantly vertically into three or more attached dwelling units, each of which has a separate entrance from the outside; and "warehousing" 2.31means a building or buildings on a site having not less than seventy-five per cent of the total gross floor area of such building orbuildings used for the storage or distribution of goods or materials. 9 1 - 259 Article 3 Application and Exemptions 3.1 Subject to section 3.2, this by-law applies to all lands within the City of Kitchener and any lands outside the City of Kitchener to which services are provided by the City, whether or not the land or use thereof is exempt from taxation under section 3 of the Assessment Act, R.S.O. 1990, c.A.31. 3.2 This by-law does not apply to land owned by and used for the purposes of: (a) a board of education as defined by subsection 1(1) of the Education Act, R.S.O. 1990, c.E.2; (b) the City of Kitchener or any local board thereof; (c) the Region or any local board thereof; (d) any area municipality within the Region; and (e) the Crown in right of Ontario or the Crown in right of Canada. 3.3 Notwithstanding section 3.1., the following lands shall be exempt from the payment of development charges as of the effective date specified: (a)all lands within the Existing Downtown Core Boundary, the limits of which is shown in Schedule ‘C’ effective as of July 1, 2014; (b)all lands within the Existing Downtown Core Boundary and the Expanded Downtown Core Boundary as shown in Schedule ‘C’ effective as of July 1, 2016. It is further noted that Council has expressed the intention to discontinue the Downtown Exemption as set out in this section by March 1, 2019 or the repeal of this By-law, whichever ever occurs first; said discontinuance to be in advance of the next 10 1 - 260 Development Charges Background Study and By-law, currently anticipated for 2019. 3.4 Subject to sections 3.5 to 3.10 inclusive, development charges shall apply on land to be developed or redeveloped for residential and non-residential use, where: (a) the development or redevelopment of the land will increase the need for services; and (b) the development or redevelopment requires one or more of the approvals which follow: (i) the passing of a zoning by-law or of an amendment thereto under section 34 of the Planning Act, R.S.O. 1990, c. P. 13; (ii)the approval of a minor variance under section 45 of the Planning Act, R.S.O. 1990, c. P. 13; (iii)a conveyance of land to which a by-law passed under subsection 50(7) of the Planning Act, R.S.O. 1990, c. P. 13 applies; (iv) the approval of a plan of subdivision under section 51 of the Planning Act, R.S.O. 1990, c. P. 13; (v) a consent under section 53 of the Planning Act, R.S.O. 1990, c. P. 13; (vi) the approval of a description under section 9 of the Condominium Act, S.O. 1998, c. 19; or (vii) the issuing of a permit under the Building Code Act, 1992, S.O. 1992, c.23 (the "Building Code"), in relation to a building or structure. 11 1 - 261 3.5 Section 3.4 shall not apply in respect of, (a) local services; or (b) local connections to water mains, sanitary sewers and storm drainage facilities installed at the expense of the owner including amounts imposed under a by-law passed under section 326 of the Municipal Act, 2001, c. 25, as amended. 3.6 Where two or more of the actions described in section 3.4 are required before the land to which a development charge applies can be developed or redeveloped, only one development charge shall be imposed, calculated and collected in accordance with the provisions of this by-law. 3.7 Despite section 3.6, if two or more of the actions described in section 3.4 occur at different times and if the subsequent action or actions has the effect of increasing the need for services as designated in this by-law, additional development charges shall be imposed, calculated and collected in accordance with the provisions of this by-law. 3.8 Despite section 3.4, any subdivision agreement or development agreement made under section 51 or section 53 of the Planning Act R.S.O. 1990, c. P.13 or any predecessor thereof, which provides for the payment of a lot levy, development charge, capital contribution or other charge shall remain in full force and effect, be enforceable according to its terms and prevail to the extent that there is any conflict with this by-law. This section, however, shall not apply with respect to any lot or block which is further subdivided by a . new plan of subdivision orconsent 3.9 Where there is a conflict between the charge specified in an agreement set out in section 3.8 or in a condition of draft plan approval for a plan of condominium and the development 12 1 - 262 charge specified in this by-law, the lower charge shall apply. 3.10 Section 3.4 shall not apply to: (a) a temporary use permitted under a zoning by-law enacted under sections 39 or 39.1of the Planning Act, R.S.O. 1990, c.P.13; (b) an accessory use to residential uses; (c) a home business; (d) an agricultural use; (e) temporary erection of a building without foundation for a period not exceeding six consecutive months and not more than six months in any one calendar year on a site for which development charges or lot levies have previously been paid; and (f) the enlargement of an existing dwelling unit or the creation of up to two additional dwelling units as prescribed by Ontario Regulation 82/98 and set out in Schedule "D" attached hereto, and as such Regulation may be amended from time to time, provided that: (i) the number of dwelling units created in the renovated or enlarged residential building does not exceed the applicable maximum number of additional dwelling units set out in Schedule "D" attached hereto, and the total gross floor area of the additional dwelling units does not exceed the applicable maximum gross floor area provisions set out in Schedule "D" attached hereto; and (ii) no more than one or two additional dwelling units in accordance with 13 1 - 263 this subsection may ever be created without the imposition of development charges. 3.11 Development charges as set out in Articles 4, 5 and 6 of this by-law shall apply to all lands that are developed or redeveloped for residential and non-residential use in accordance with this by-law, but only insofar as, (a) the growth-related net capital costs of services are attributable to residential or non- residential use, as the case may be; and (b) the growth-related net capital cost of each service is attributable to the anticipated development and at standards no higher than the average level of each such service provided by the City over the ten year period immediately preceding the preparation of the Study. 3.12 The rates set out in Schedule "B" attached hereto shall be determined so as to reflect a ten per cent reduction to the growth-related net capital costs, except that there shall be no percentage reduction for the following growth-related net capital costs: (a) water supply services, including distribution and treatment services; (b) waste water services, including sewers and treatment services; (c) storm water drainage and control services; (d) services related to a highway as defined in section 26 of the Municipal Act, 2001, c. 25 as amended; and (e) fire protection services. 14 1 - 264 Article 4 Residential Development Charges 4.1 Development charges against land to be developed or redeveloped for residential use shall be based upon the services to be provided by the City which are designated in Schedule "A" attached hereto. 4.2 Subject to the provisions of this by-law, development charges are hereby imposed against land to be developed or redeveloped for residential use located within the Suburban Area the boundary of which is shown on Schedule “C-2” attached hereto and shall be calculated and collected at the rates set out in Schedule "B" attached hereto. 4.3 Subject to the provisions of this by-law, development charges are hereby imposed against land to be developed or redeveloped for residential use located within the Central Neighbourhoods the boundary of which is shown on Schedule “C-1” attached hereto and shall be calculated and collected at the rates set out in Schedule “B” attached hereto. 4.4 Subject to the provisions of this by-law, development charges against land to be developed or redeveloped for mixed residential use shall be the aggregate of the amount applicable for each dwelling unit according to its type as set forth in Schedule "B" attached hereto. Article 5 Non-residential Development Charges 5.1 Development charges against land to be developed or redeveloped for non-residential use shall be based upon the services to be provided by the City which are designated in Schedule 15 1 - 265 "A" attached hereto. 5.2 Subject to the provisions of this by-law, development charges are hereby imposed against land to be developed or redeveloped for non-residential use located in the Suburban Area the boundary of which is shown on Schedule “C-2” attached hereto and shall be calculated and collected at the rate set out in Schedule "B" attached hereto. 5.3 Subject to the provisions of this by-law, development charges are hereby imposed against land to be developed or redeveloped for non-residential use in the Central Neighbourhoods the boundary of which is shown on Schedule “C-1”attached hereto and shall be calculated and collected at the rate set out in Schedule “B” attached hereto. 5.4 Despite anything in this by-law, there shall be an exemption from the payment of development charges for one or more enlargements of an existing industrial building on its site, whether attached or separate from the existing industrial building, up to a maximum of fifty per cent of the gross floor area before the first enlargementfor which an exemption from the payment of development charges was granted pursuant to the Development Charges Act or this section. Development charges shall be imposed in accordance with Schedule “B” with respect to the amount of floor area of an enlargement that results in the gross floor area of the industrial building being increased by greater than fifty per cent of the gross floor area of the existing industrial building. 5.5 For the purpose of this section, despite any new sites created which result in an existing industrial building being on a site separate from its enlargement or enlargements for which an exemption was granted under this Article, further exemptions, if any, pertaining to the 16 1 - 266 existing industrial building shall be calculated in accordance with section 6.4 on the basis of its site prior to any division. 5.6 Despite anything in this by-law, there shall be an exemption from the payment of development charges in respect of any enlargement of a hospital. Article 6 Mixed Use 6.1 Subject to the provisions of this by-law, development charges against land to be developed or redeveloped for mixed residential and non-residential use shall be the aggregate of the amount applicable to the residential component and the amount applicable to the gross floor area of the non-residential component. Article 7 Administration Payment 7.1 All development charges required to be paid to the City pursuant to this by-law shall be paid by cash or certified cheque and directed to the City's Chief Building Official. Calculations 7.2 Subject to the provisions of this Article, development charges shall be calculated and payable in full on the date that a building permit is issued in relation to a building or structure on land to which a development charge applies. 17 1 - 267 7.3 Where development charges apply to land where a building permit is required, no building permit shall be issued until the development charge is paid in full. 7.4 Despite section 6.1, the City may require that development charges applicable with respect to the services described in subsections 3.12 (a) to (d) inclusive of this by-law ("Engineering Services"), be calculated as set forth in Schedule "B" hereto and payable immediately upon the execution of a subdivision agreement under section 51 of the Planning Act, R.S.O. 1990, c. P. 13. or a consent agreement under section 53 of the Planning Act, R.S.O. 1990, c. P. 13., . with respect to the lands to which such agreement, as the case may be, relates Credits 7.5 The City may by agreement permit the owner of land to which development charges apply to provide services for development or redevelopment of that land in lieu of the payment of all or any portion of a development charge, including services additional to or of a greater size or capacity than is required under this by-law ("services in lieu"). 7.6 Upon proof of the installation or construction of services in lieu to the satisfaction of the City's Engineer, a credit, without interest, shall be applied against development charges payable for an amount equal to the reasonable cost to the owner of providing services in lieu, as determined by the City's Engineer, not to exceed the total amount of the development charges otherwise payable. 7.7 Any unused credit may be applied, upon proof satisfactory to the City's Chief Building Official, to any subsequent development charge payable with respect to the same land as referred to in section 7.5, or transferred and applied to any development charge payable with 18 1 - 268 respect to other land owned by the same owner to be developed or redeveloped with the consent of the City on terms satisfactory to the City Solicitor. Redevelopment Allowances 7.8 Subject to the provisions of this Article, where any redevelopment or re-use of land replaces or changes a former or existing development and, in the case of demolition upon proof of issuance of a demolition permit for the land being provided, the development charge applicable to the redevelopment or re-use shall be reduced by a redevelopment allowance, without interest, not to exceed an amount equal to the total of: (a) the number and types of legally established residential units in the former or existing development; and (b) the legally established non-residential gross floor area of the former or existing development, as determined by the City's Deputy Chief Administrative Officer, Community Services and Chief Building Official at the rates applicable to such units or gross floor area at the time the first building permit for the re-development is issued. 7.9 No redevelopment allowance shall be made in excess of the development charge payable for a redevelopment; however, the redevelopment allowance may be carried forward and applied, upon proof satisfactory to the City's Chief Building Official, to any subsequent development charge payable with respect to the same land as referred to in section 7.8. Reserve Funds 7.10 Monies received from payment of development charges shall be maintained in a separate 19 1 - 269 reserve fund or funds, and shall be used only to meet the growth-related net capital costs for which the development charge was imposed under this by-law. 7.11 Income received from investment of the development charge reserve fund or funds shall be credited to the development charge reserve fund or funds in relation to which the investment income applies. 7.12 Where any development charge, or part thereof, remains unpaid after the due date, the amount unpaid shall be added to the tax roll and shall be collected as taxes. 7.13 Where any unpaid development charges are collected as taxes under section 7.12, the monies so collected shall be credited to the development charge reserve fund or funds referred to in section 7.10. Article 8 General Provisions 8.1 This by-law shall be administered by the City's Deputy Chief Administrative Officer, Community Services; Deputy Chief Administrative Officer, Finance and Corporate Services and City Treasurer; and the Chief Building Official. Annual Adjustment 8.2 The development charges set out in Articles 4, 5, 6 and Schedule "B" attached hereto shall be adjusted annually, without amendment to this by-law, as of the 1st day of January in each year, commencing on January 1, 2015, in accordance with the index prescribed by Ontario Regulation 82/98 and as such Regulation may be amended from time to time. 20 1 - 270 8.3 The minimum interest rate that the City shall pay under subsection 18(3) and 25(2) of the Development Charges Act, 1997, c.27 in relation to a development charges by-law shall be the Bank of Canada interest rate on the day the by-law comes into force and thereafter as such rate is adjusted on the first business day of every January, April, July and October of each year. Article 9 Repeal – Enactment Term 9.1 This by-law shall come into force and effect on July 1, 2014. 9.2 This by-law shall continue in force and effect for a term not to exceed five years from the date of its coming in to force and effect unless it is repealed or replaced at an earlier date by a subsequent by-law. 9.3 Nothing in this by-law shall be construed so as to commit or require the City or its Council to authorize or proceed with any specific capital project at any specific time. 9.4 Each and every provision of this by-law is severable and, if any provision or provisions of this by-law should, for any reason, be declared invalid by any court, it is the intention of Council that each and every of the then remaining provisions of this by-law shall remain in full force and effect. 9.5 The Clerk is hereby directed to make this by-law a part of The City of Kitchener Municipal 21 1 - 271 Code as Chapter 315 by adding it to the Concordance and arranging and numbering it so as to fit within the scheme of the Code. 9.6 By-law No. 2009-091 as amended by By-law Nos. 2010-086 and 2010-106 and the contents of Chapter 315 of The City of Kitchener Municipal Code, as amended, are hereby repealed effective at midnight on June 30, 2014. PASSED at the Council Chambers in the City of Kitchener this day of , A.D. 2014. ________________________________________ Mayor ________________________________________ 22 1 - 272 Clerk 23 1 - 273 Schedule ‘A’ to Development Charge By-law Services - Designations SERVICES DESIGNATION Residential/Non-residential 1.Sanitary Servicing 2.Roads and Related 3.Watermains 4.Engineering Studies 5.Intensification Allowance 6.Storm/Watercourse Residential/Non-residential 7.Public Works 8.Fire Protection Residential 9.Indoor Recreation 10.Library 11.Outdoor Recreation 12.Cemeteries Residential/Non-residential 13.Parking 14.Growth-Related Studies 24 1 - 274 SCHEDULE ‘B’ DEVELOPMENT CHARGE RATES Full Full Partial Partial Services Services Services Services Central Neighbourhoods Suburban Area Suburban Area Suburban Area (no sanitary sewer) (no sanitary sewer or water services) Residential Development (effective July 1, 2014) Single detached $ 5, 480 $ 10, 518 $ 9, 055 $ 8, 843 or semi-detached per dwelling unitper dwelling unitper dwelling unit per dwelling unit dwelling Townhouses or $ 3, 883 $ 7, 451 $ 6, 415 $ 6, 265 Row dwelling per dwelling unitper dwelling unitper dwelling unit per dwelling unit Multiple or $ 3, 024 $ 5, 805 $ 4, 998 $ 4, 881 duplex dwelling per dwelling unitper dwelling unitper dwelling unit per dwelling unit Lodging house $ 1, 666 $ 3, 199 $ 2, 754 $ 2, 689 per lodging unitper lodging unitper lodging unit per lodging unit Non-Residential Development (effective July 1, 2014) Gross floor area $ 16.37 $ 54.17 $ 43.61 $ 42.18 of building per square metre per square metre per square metre per square metre $ 1.52 $ 5.03 $ 4.05 $ 3.92 per square footper square footper square foot per square foot Note: All rates in this schedule are subject to annual indexing as per section 8.2 of this by-law. 1 square metre = 10.76391 square feet. The development charges are imposed on all lands in THE CITY OF KITCHENER except those shown on Schedule “C” of the By-law. 25 1 - 275 1 - 276 SCHEDULE 'C1' City of Kitchener Central Neighbourhoods Boundary of Central Neighbourhoods Area to be added to Downtown Core Boundary (Effective July 1, 2016) Corporate Services Department Information Technology - GIS April 14, 2014 Sources: Parcel Fabric: Teranet (up to Aug 1998), Strategic Services - I.T. - GIS (1998 - current); Railways: Finance and Corporate Services - Information Technology - GIS (July 2004); Street Network: Strategic Services - I.T. - GIS (Current to date of printing) 1 - 277 SCHEDULE 'C2' City of Kitchener Suburban Area Boundary of Suburban Area Corporate Services Department Information Technology - GIS 1 - 278 Sources: Parcel Fabric: Teranet (up to Aug 1998), Strategic Ser April 14, 2014 Corporate Services - Information Technology - GIS (July 2004); S DEVELOPMENT CHARGES Schedule ‘D’ – Classes of Development Name of Class of Description of Class of Maximum number of Restrictions Residential Buildings additional dwelling units Residential Building Single detached dwellings Residential buildings, Two The total gross floor each of which contains a area of the additional single dwelling unit, that dwelling unit or units are not attached to other must be less than or buildingsequal to the gross floor area of the dwelling unit already in the building Semi-detached dwellings or Residential buildings, One The gross floor area Row dwellingseach of which contains a of the additional single dwelling unit, that dwelling unit must be have one or two vertical less than or equal to walls but no other parts, the gross floor area of attached to other the dwelling unit buildingsalready in the building. Other residential buildings A residential building not One The gross floor area in another class of of the additional residential building dwelling unit must be described in this tableless than or equal to the gross floor area of the smallest dwelling unit already in the building. 29 1 - 279