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HomeMy WebLinkAboutFIN-08-075 - 2007 Development Charges Reserve FundT~.,EN ~ ~ Financial Services Report To: Councillor B. Vrbanovic, Dhair, and Members of the Finance and Corporate services Committee Date of Meeting: May ~~, ~aa8 submitted B~: Dan Chapman, general Manager of Financial services Prepared By: Ruth~Anne Goetz, senior Financial Analyst ward~~ Involved; All Date of Report: May 1 G, 2a~8 Report No.: FIN-a8-g7~ subject: ~a0~ DEVELOPMENT CHARE RESERVE FUhlD RECOMMENDATION: For information. BACKGROUND: The Development Charges Act (1997} requires that the Treasurer submit to Council an annual statement of the Development Charge (DC) Reserve Fund. REPORT: Cate cries of erv~ce Developr~ent charges are collected to fund growth-related capital costs for services a allowed by legislation. services are grouped into two categories ~ discounted services and non- discounted servicesF The Development Oharges Act requires that a discount of 1 ~°lo be applied to the growth~related capital casts for "soft services" when calculating developrr-ent charge rates. Discounted services are for Recreation and Library services, Non-discounted services refer to services for v~rhich the legislation does not require a reduction. Non-discounted services are for Roads, unitary hewers, Water} Storm hewers, Various studies and Fire. A s~m~tary ~ tie DC deserve ~'un~ b~ Category of ~'ervi~e is a~ ~'a~~e ~. Rates ~'he ~0~7 ~' rakes aye set out rn ~a~~e .~. The rates are increased January 1 each year in accordance with the index prescribed by Provincial legislation. Revenue DC collections in ~~0? total X9.5 M, an increase #rorr~ 20~~ collections of 8.~ M. Of the total revenue, X9.1 was attributable to residential development and $D.4 hll was #or non-residential development. Fx erases D expenses to Decer~ber ~, 200 total 9.~ M. D expenses incurred during 200G arnaunted to ~.~ M. ~e~ai~~d ~is~s ire i~rc~uded r'~r the D es~rve ~'~nd ~'ra~rsac~i~~rs in Tables ~ a~td ~. As park of the 2oD4 by-law, the pity has irnplernented different rates for the central Neighbourhoods as compared to the Buburban Areas of the pity has defined in the D~ by-law}. Related revenues and expenses broken dawn by service are shown for both of these areas in Table E. Exer~ tiaras D~ exemptions in 2007 total X0.8 M compared to D.~ M in 2~0. Df the total exemptions, D.4 M was attributable to residential development and ~.4 M was for non-residential development. Major exemptions ere the ~0°l~ industrial enlargement exemption, additional dwelling units in existing residential exemptions downtown core exemption, redevelapn~ent allowance and exemptions for municipal, Federal and school use as well as hospital additions. A s~ma~y o major e~em~~io~ts is inc~~cded irr ~'ab~e ~~ Debt No debt is outstanding in regards to any D funded projects. Service-in,Lleu credits The pity may, by agreer~entt permit a developer to provide services for development of land in lieu of payr~ent of the development charge. At December 31, 2007, credits of 4.0 M were outstanding compared to X5.3 at the end of 2~O, defer ~a ~'a~~e fir n~o~e ~e~ar`~s. Deferral Agreements At December ~~ , 200, there were no deferral agreements outstanding, Reserve Fund Balances The D~ Reserve Fund at Decer~ber 1, Z00~ was 1~.0 M compared to $12.1 M at the end of 2000. B~~law The current D by-law came into effect July 1, 2004 for a term of no longer than five years. vVor#cwil~ commence on the new background studythis summer. FIh~ANIAL ~N~PLI~ATI~N: None. ~I~~IIUNI~A~I~N: A copy of this report will be provided to the Iaterlao Region Hone Builder' A~ociatian and to the Il~initer o~ Municipal Affairs and Hou~ng, ~~~ Daniel R. Chapman, A M A General Manager of Finan I Services ,~ . Director, Financial Planning & Reporting f Ruth~Anne oetz, Senior Financial Ana~yt ~ ~ W ~ ~ ~ C~ / ~ IVJ 4 ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Q~ ~ ~ ~ ~ r ~ ~ M D ~ r ~ ~ /fin ~ ~ ~ ~ ~ r ~ ~ (~[~ ~/ I~ r ^^rr 4iI II~~ W ~ ~ ~ ~ ~ ~ a,d ~/ U ~ N t ~? M ~ hf ~ 0~ t ~ L V ~~yy W //mo~w ~i/ w ~ ~? r ~ ~ ~ ~ ~ ~ ~ ~i ~ ~ ~ ~ ~? O CV ~ ~ ~~ ~ F k~ ~'~1 ~ W ~ ~r ~ ~~} ~ ~ V ~v ~ i 1 ~~ /'- Y/ 4? ~ G'! (~ (D ~ r ~' ~ 00 l~7 r ~ ~ ~ N I~ N O ~CV~J w ~ F ~ ~ t~ r ~ ~ r ~ ~ ~ ~ ~ N ~ N F T ~ ~ ~ ~ ~ ` r~ ~ ~ ~ ~ ~ ~ {~ ..~ ~y ~ }'~ ~ W ~ W TALE ~ DEVELOPMENT CHARGE RATE Central suburban Residential Develo meat Neighbourhoods Areas dingle detached or semi-detached dwelling $4,925 8, ~ 591 dwelling unit Townhouse or street townhouse dwelling $4,755 X7,8771 dwelling unit Multiple or duplex dwelling X3,227 X5,3451 dwelling unit Lodging douse 1,fi99 $2,8131 dwelling unit Ikon-Residential Develo meat Gross floor area of building $12.85 $13.77 I square metre $1,1 ~ ~ .28 I square foot TABLE C CITY ~F ~ITCHENER SUBURBAN AREA DEIIELCP~IENT CHARGES 851 X21 ~~g7 TRANSACTIONS Balance December 1, ZDO~ ~2,418,9D0 Revenues D Act Revenue 9,2~~,~87 I nvestment I ncome ~ ~ ~ 5fi,324 Total Revenues ~D,357,5~1 Expenditures City Share of Subdivisions ~~,~~~ Engineering Studies ~ 57,855 Fire - Opticom 38,9aa Fire Station ~ and Pumper 3,D68,500 brand River South Pumping Station ~~D,000 East Side Sewer System and SCADA ~51~,~09} Victoria St, N. Pumping Station Storage {358,~0~} Heritage Irnpact Assessments 17,744 ~~ Study 8,99 Strasburg Road ~~,355, ~ 95} Blockline Road ~~~,~~~ boon Village Rd {595,557} Shirley AvelLaclcner Blvd ~5D1,47} Huron Rd X838,584} I ntersectian I mp'ts-SportsworldlTulane {47,91 ~} boon CreeklTilt Dr Culverts 33Q,OO5 Lower Laurel Creek ~~,~~~ Now ~Ivatermeins 334,544 Activa group Sportsplex 5,885,81 ~ Kingsdale Community Centre 4~r5~1 Corr~r~unity Trails 32,55 general Park Development X05,941 Major Park Development ~44,33~ (~cLennan Park 345, ~ 87 Fleet Acquisitions ~84,85~ Consolidated Maintenance Facility 575,OD9 To#a~ Expenditures 8,~53,90~ Balance December 3~, 20~~ 14,22,509 TABLE --- ~ CITY GF i'CITCHENER CENTRAL NEIGHBG~JRH~~D DEVELGP~IENT CHARGES 8~~~~~ ~~0~ TRANACTIDN Balance December 3~1, zao~ Revenues DC Act Revenue Investment Incorrre Total Revenues Expenditures Heritage Impact Assessments DC Act study Blockline Rd Intensification Allowance Activa Grau~ portsplex Kingsdale Cor~r~unity Centre Community Trails General Park Development Major Park Development McLennan Park Total Expenditures 337,28 ~49,~5~~ 2,~G 1,80 5,099 280,549 ~,g30,733 ,879 4, 984 1,858 3,59 ~~,81 45,79 288,a73 1,485,889 Balance December ~, ~Da'T ~1,~5Z,43~~ TABLE D CITY DI= l~ITCHENER pEVELOPMENT CFIARE REERUE ~aa7 E~PENE Funded from Funded from Suburban Centrai Area Neighbourhoods ether DC Reserve D Reserve Funding City Share of uhdivisions 263,aa8 Engineering Studies ~ ~~',~~~ Fire - Dpticar~ S,9aa 6F493 Fire station 7 and Pumper 3,afiS,5aa X79,909 brand River South Pumping Station 200,000 - East Side Seaver ys~em and SCADA ~51~,709} ~793,858~ 1lictoria Bt. IV. Pumping Station Storage ~388,a0a} ~~ , ~ ~~, ~ aa~ Heritage lrnpact Assesm~nts ~ 7,744 x,656 - aC study 8,899 1,3a1 Strasburg Raad ~2,355,195~ - Blockline Raad 495,893 55,099 ~ 37,748 Qoon l~lllage Pd ~895,6fiT} - hirley Ave~Lackner Blvd X541,947} - Huron Rd X838,584} - lntensificat~on Allowance ~~~,~~~ Intersection Ir~p'ts-SportswarldlTulane X47,912} - Doan CreeklTilt Dr Culverts 830,Oa4 Laver Laurel Creek 4a,a40 360,440 New vVatermains X34,644 65,355 Activa group Sportsplex 6,88~a,817 1,030,738 3,85,450 liingdale Community Centre 4,821 6,379 ~4,aaa Community Trails 3,968 4,934 234,100 general Park ~evelopr~ent 145,941 15,856 21,43 Maur Park development 244,331 3fi,589 255,9D4 McLennan Park 348,187 51,813 449,725 Fleet Acquisitions 284,804 33,225 Consolidated Maintenance Facility 875,004 2,150,OD0 8,253,9a2 1,485,889 4,341, ~ 42 H r D1~ -~ ~R OY~l1 DCl d{70u1#Iti eke ~ QD h r rr1wQ0~ rM DOON'?+tJ~O 4D QO 4]ING CM7.~NN N ~~7 N ~~~ Dh OG1i'7r f+') W dl # Iw N t~Ni.904Na]N{oof of.-~co oo#m NN't1 ~ NOi ID S'7~7 ~r{y~ 4r r~ ~- V! 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N ~,} y+y ~ L ~ a ~ J ~_ O L W ~ W Q: ~ ~ ~ ~. ~ ~ ~W~{J J ~ _ ~=U1~ F ~ ~ J W? ~WW ~~ ~ ~ } W ii! iIJ p W ., r G ip O 4! ~ ~ ..+ ~ ~ i ~ ~ ~ ~ i ~ ~ Q r I~ O ~i l71 ~C1 Qt SD iV i i r s- N ~ ti m ~ ~ ar~ r t ' F G i r i ~ ~ N~ h ~ ~ ~ W r ir} C ~' ~~ ~~ W G ~ '~ s d ~~ N~ ~' ~~ rt ~~ w~~ i ~ i ~ i ~ r {~ r CY fti Ni t!l d u1 ~ ~ F ~ ~ ~ ~ ~ ~ ~ ~ Ot m 0 Q N u V ~ ~, ~ ~ w ~ ~' ~ ~ C ~C y C V O ~~ 4 ~ C 7 ~ ~ ~.. ~ u ~ ~ rd ~ ~ a ~ ~ ~~ 7 mm{O ~ ~ ~ ~ ~ ~ n ~ ~y ~ ~ L U C ~ {~ C ~ ~ 71 ~ ~ C ~ ~ ~ ~ ~ G ~ ~ ~ ~ ~ ~ We ~ ~ ob ~ ~yy ~ ~ `h ~ ~ C 41 ~ ~ ~ ~~5~~o~~d~ ~ ~ ~ ~ U~J r ~ U ~}p p ~ Q G. ~0 i m~ ~~ p ~ ~ N a-- ~ ~ ~ ~ ~~c.a~, ~a~ O C1 O~ B O G W n 2^W ~YU(9~~ m ~ a in ~ ~ ~ U H m ~ TABLE F DE1IEL~PMEN7 CLARE ~~07 E~EMP7IDN 5D°l~ Industrial Enlargement 59, ~ 57 Accessory Build'rr~g x,334 Additional Dwelling Units} in Existing 1 X7,351 Conversion of Use 1,5x8 Downtown Exemption boo, ~ ~ ~ Local Boards x,023 Municipal Use 55,728 Public Hospital Addition 1 ~ 1,997 Public Bchool Board 74,742 Redeveiopment Allowance 148,99 798,57 ~ ~ E ~] ~ I 1' ~ ~ ( 1~ ~ ~ a ~ " ~ ~` r ~ ~ ~ ~ ~ • a r ~ N [,~ U r U ~ .O ~-~+ R4 O ~ ~j~ iD ' ffY 47 0~ Ul ~ ~ ~ ~~ p ~ (V ~~ r O ~ -~ r ~ I ~, r, 4 ~ ~~ ~ ~ U C ~ ~~ ~ ~ _~ ~'w ~~ T ~ ~ ~ r o ~ rc~w ~ m~ oa ~~ J z~° ~ ~~~ w ~, v, c ~ ~ a Y~ ~ ~~ C ~ 1 C) ~ ~ ~ r- r Y N _ lf} ~ '~ ~r ~ ~C iVU ] a~, ~~~ ~ ~ ~ ~ ~= ~ ~~ ~~ w~ ~a ~w a ~ v ' ~ ui5~om I ~ W ~ I ~ ~ `m ~° W HW W~ ~~ ~ ~ ~ r 7 C~~~,•- ~'a~Hrc~r ~ON~ ~ ~ 7 0] W J R4 ~ ~ CV R Cn c7 ~ ~ ~ ~ ~ a~ ~ ~ ~~ ~ ~~ ~ w ~~ ~ ~ ~ ao cv m ~ ° ~, ~ " *~ ~, ~ ~ C ~ i (~ ~} ~ ~ Q} I 1 ~ ~ ~ y ~ Q r Q ~ CC..++ ~ ~ ~ ~ ~ ~ ~ ~ ~ '~ p ~ u} ~ p iV (~ ~ ~, a ~ ~ m_ c ~ Ulm T ~~Y r~ ~T ~ 4 I ~~i•LJ {W ~ ~a ~ o ~ ~ ~ m c ~ ~ `~ a ~ a (V o N r ~} r C7 L ~ o ~ o ~ ~~ ~ ~ ~ ~ 4~ ~~ Q C C (p = ~ C 49 ~ ~ QF ~ ~1 .. ~ ._ W ~ J C m h .. u~ [~ ~ ~ ~J ~~ ~? ~~ ~w J Ca li li ~ ~ u~ ar c~~y ~ ~- o ~ ~ ni o ~m ~ r ~ ~ m ~ ~1 ~~ ~ ~ s n rk ~ {'~- ~ .~~ r ~ ~ ~ W m c0 r (+7r r C ~f7 4~ ~~ ~ U~~ W~ .YmCx~~ L L u~ ~ u7 ~ ~ ~ N u] N p ~ ~ ~ ~ ~ ~ ~ .~ .~ ~ ~ ~ ~ ~ i!1 y, C7 ~ ~ ~ ~~ v~ ~~ o~ rr ~ p~p C~ ~r ~D 07 U ~lQp r p ~~ ~a ~ .~ ~ ~ .~ ~ ~ ~~ ~ r C ~ _ is ~ o r ~ ~ ~c~v ~ ~~ ~~ ~ r i T I r ~ ~ ~ ~ r ~ i ~ ~. a E i i ~~ ~ ~ ~ J ~ a N r r ~~aNN ~~~~ ~ ~ ~~~ ~ ~4 o ~~ ~~ a ' as u~ }o ~ 0 0 '~ ~v~~~ ~( *1 ~ ' ('4 ~ H ~~~ N~ ~ ~` er v~uic v N r ~ ~ ~ ~ ao m ~ ~~~~~ ~` ~ ~ ~ ~ r r (q ti p} ~ ~ ~ ~ y d ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ L1 ~ (} « ~ ~ ~ ~ ~ ~ ~ ~ ~1 ~ ~7