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HomeMy WebLinkAboutCAO-08-008 - Region of Waterloo - Kitchener Brownfield Remediation Community Improvement Plani KITCHENER - . • - ChiefAdministrator's Office Report To: Development and Technical Services Committee Date of Meeting: June 16, 2008 Submitted By: Kathy Weiss, Director of Business Development Prepared By: Terry Boutilier, Senior Business Development Officer and Brownfield Co-ordinator Wards Involved: City Wide Date of Report: May 14, 2008 Report No.: CAO-08-008 Subject: Region of Waterloo -Kitchener Brownfield Remediation Community Improvement Plan RECOMMENDATION 1. That the "Kitchener Brownfield Remediation Community Improvement Plan", approved by the Ministry of Municipal Affairs and Housing on November 27, 2003; and amended by the Ministry of Municipal Affairs and Housing on March 31, 2008 be amended as follows: a} The existing Table of Contents and Sections 1 to 6 of the Kitchener Brownfield Community Improvement Plan is renamed as "Section 2 -Kitchener Brownfield Community Improvement Plan 2003 - 2008"; and b} Anew Table of Contents and Sections 1 to 6 entitled "Section 1 -Region of Waterloo -Kitchener Brownfield Remediation Community Improvement Plan" is added, as shown in Schedule "A" attached. BACKGROUND On November 27, 2003 the Minister of Municipal Affairs and Housing approved Kitchener's first Brownfield Remediation Community lmprovement Plan. In 2006 it was necessary to process an amendment to the Plan as it related to the definitions around Criteria and Eligibility. The Minister approved of our request for an Amendment on March 2l, 2006. In 2005 Kitchener Staff began to work with other levels of government to increase the level of financial resources which could be applied to Kitchener Brownfields lands. City Council initiated a successful `municipal resolution" campaign through AMO #o initiate legislative reform as it relates to Two-Tier municipal brownfield financing. In August of 2006 Kitchener Staff appeared before the Province of Ontario's Legislative Committee of Bill 51 to support the Province's proposal to give legislative authority to Ontario Regions to participate in CIPs. In October, 2006 Regional Council approved of the introduction of the Regional Brownfields Financial incentive Pilot Program. The Pilot Program provided for a limited amount of grants for the cost of a Phase 2 Environment Site Assessment. In January of 2007 the Province of Ontario approved and enacted Bill 51, formally enabling Regional governments to participate in Community Improvement for their own regional functions, and to participate financially in their Area municipalities" programs under Section 28 of the Planning Act. In late 2006 and throughout 2007 Kitchener Staff worked with Staff of the Region of Uvaterloo and a retained consultant, Hemson Consulting, to prepare a new comprehensive Brownfield Financial Program which all municipalities in the Region could use. Consultations were held with Kitchener's Economic Development Advisory Committee (EDAC) in August, 2001 and with Kitchener's Development and Technical Services Committee (DTS) in September, 20D7. The revised Draft Regional-City CI Plan Template was presented to the Region of VIlaterloo Planning, Housing and Community Services Committee on December 4, 2001 for information. Since that time, the Regional Brownfield V1lorking Group has worked with the Ministry of Municipal Affairs and Housing Staff to finalize the CI Plan Template which all Region of V1laterloo municipalities will use. This Amendmen# will amend Kitchener's current CI Plan to incorporate the new Region of Waterloo Brownfields Financial incentives. REPORT The proposed Amendment to the Kitchener Brownfield Community Improvement Plan is the culmination of a three year effort to develop a joint Region and City Brownfield program. The City's current program is limited in its effectiveness in that: 1. All financial assistance is provided after the project is complete thereby requiring applicants to absorb upfront all costs; and 2. The City can provide Tax Incremental Financing (TIF} using only the City's portion of property tax bill which limits the amount of remediation which can be undertaken. To address the fi t issue, the proposed Region-City Brownfield program will enhance Kitchener's Program by providing financial assistance to applicants earlier on in the remediation redevelopment process in two ways. • The Region of Waterloo will provide a grant of 50%, to a maximum of $40,000, to partially offset the cost of a Phase 2 Environmental Site Analysis. • The Region of Waterloo will waive Re Tonal Development Charges for Brownfield properties outside of the Downtown} to an amount equal to the Total Eligible Remediation Cost. This is a significant improvement as Development Charges are payable at the Building Permit stage of the development process. (Note that the City Development Charge does not change}. To address the second issue, the proposed Region-City Brownfield Program will use a Tax Incremental Grant ~TIG} formula that incorporates both the City's and Region's portion of the property tax bill. The total value of the TIG will deduct the financial assistance obtained above (i.e. Phase 2 ESA Grant, and Regional DC Credit). The balance of the Eligible Remediation Cost would then be shared between the City and the Region proportionately in accordance with the applicable Assessment category. The best way to illustrate is through an example. EXAMPLE - Redevelopment of industrial property for 178 Townhouses with 2 an Eligible Remediation Cost of $3,000,000. Table 1 Before After Pro'ect Remediation Com letion Increment Assessment $1,250,000 29,000,000 27,150,000 Taxes Kitchener 11,282 132,808 121,526 Re ion 16 903 198 966 182 063 Kitchener + Re ion $28,185 331,114 303,589 Education 21,348 85,840 58,492 Total Taxes 55,533 417,614 362,081 Under the current Kitchener Brownfield CI Program, Kitchener would provide Tax Incremental Financing equal to City Increment (121,526) over 10 years or $1,215,264. This represents about 40% of the Eligible Remediation Cost (i.e. cost of environmental clean-up.) Under the proposed Amendment, the value of the Regional Phase 2 ESA Grant ($40,000), and the Regional Development Charge is first deducted, and the balance, if any, becomes the value of the Region-City TIG, as follows: Table 2 Eligible Remediation Cost 3,000,000 Other Assistance Regional ESA Grant 40,000 Regional DC Credit 8411814 Less Total Other Assistance 887,,,._ Net Eligible Remediation Cost for TIG 2,112,186 The City and Regional Increments are then applied to the $2,112,186. Table 3 - TIG Cost Sharin Kitchener Re ion Total TIG Year 1 to 6 121, 626 X 6 182, 063 X6 303, 589 X6 Year 1 to 6 729,156.00 1, 092, 318.00 1, 821, 534.00 Year l 116 341.00 134 304.00 250,651.00, Total 845,503.00 1,226,682.00 2,112,186.00 Of note: • 100% of the cost of clean-up has been covered compared to 40% under the current Program 3 ~ Kitchener's share of the incentive funding of the total $3 million clean up is $845,503., all in the form of the City portion of the Region-City TIG. • The combined TIG is repaid in l years. The Kitchener Brownfield Program Steering Committee, consisting of Terry Boutilier Chair), Joyce Evans Finance), Jeff Willmer ~DTS), and Lesley MacDonald Legal} reviewed and approved this proposed Amendment to on May 1, 2008. The current Kitchener Brownfield Community Improvement Plan will be moved to Section 2 of the Plan, as a reference document for those applications which were approved by City Council between the years of 2003 and 2008. FINANCIAL II~IPLICATI4NS The adoption of this new Community Improvement Plan provides for the sharing of financial incentives between the City of Kitchener and the Region of Waterloo for all for future Brownfield applicants. COMMUNICATIONS This Staff Report's recommendations were advertised in the Waterloo Region Record on May 23, 2008 Appendix "B") The draft Community Improvement Plan Template was circulated to all Departments, public agencies, EDAC Members, and Neighbourhood Associations on April 3, 2008. The Notices and responses are in Appendix "D" attached. Prior to the preparation of the new Program, the Region of Waterloo held a Roundtable Discussion WorkshoplForum with key community representatives. The Minutes of the Workshop are enclosed in Appendix "D" attached. The Draft Program was previously presented to Kitchener's Economic Development Advisory Committee in August 22, 2001 and to Kitchener's DTS Committee in September 24, 2007. C4NCLUSIDN Amending the Kitchener Community Improvement Plan, as recommended, provides for an improved, coordinated, and cost-effective local government solution to providing financial incentives for Brownfield renewal. 4 erry Boutili Senior Business Development Officer & Brownfield Co-ordinator Rad Regier Executive Director of Economic Development ATTACHMENTS: Kathy eiss Director of Business Development • SCHEDULE "A" -Proposed Amendment to C! Plan • SCHEDULE "B"- Kitchener Munr'cipal Plan Community lmprovement Policies • Appendix "A" -Newspaper Advertisement--May 23rd, 2008 • Appendix "B" -Proposed Bylaw • Appendix "C" -- Public & Agency Circulation and Responses • Appendix "D" -Draft Kitchener T!G Program Process Chart SCHEDULE "A" Section 1-Region of Waterloo -Kitchener Brownfield Community Improvement Plan TABLE OF CONTENTS 1.0 INTRODUCTION 1.1 Background 1.2 Rationale for Brownfield Redevelopment 2.0 LEGISLATIVE AND PLANNING AUTHORITY 2.1 Bill 51 2.2 Planning Act and Municipal Act 2.3 City of Kitchener Municipal Official) Plan 2.4 Region of Waterloo Official Policies Plan 3.0 COMMUNITY IMPROVEMENT PLAN 3.1 Purpose 3.2 Community Improvement Project Area 3.3 Goals 4.0 REGION-CITY TAX INCREMENT GRANT (TIG) PROGRAM 4.1 Regional Brownfields Financial incentives Pilot Program Background 4.2 Program Description 4.3 What is a Remediated Brownfield? 4.4 Eligibility Requirements 4.5 Eligible Costs 4.6 Duration of TIG Program 4.l Program Administration 4.8 Monitoring 5.0 BROWNFIELDS FINANCIAL TAX INCENTIVE PROGRAM (BFTIP) 5.1 Program Description 5.2 What is a Brownfield? 5.3 Eligibility Requirements 5.4 Eligible Costs 5.5 Duration of the BFTIP Program 5.6 Program Administration fi.0 APPENDIX 1 1.0 INTRODUCTION 1.1 Background The original City of Kitchener Brownfield Community Improvement Plan was prepared in 2003 and approved by the Council of the Corporation of the City of Kitchener on July 2, 2003 by Bylaws 2003-~ 40 and 2003-141; and approved, with modifications, by the Ministry of Municipal Affairs and Housing on November 2l, 2003. The Kitchener Brownfield CIP was revised by Bylaw 2006-62, adopted on February 2l, 2006 and the revision was approved by the Ministry of Municipal Affairs and Housing on March 31, 2oa6. In October of 2006 Region of Waterloo Council gave direction to Staff to establish a Regional Brownfields Working group, and prepare a Regional Brownfield Program, in collaboration with all area municipalities. The new Region-City Program would provide a mare comprehensive financial assistance Program to replace current area municipal programs operating in Kitchener and Cambridge. This Amendment amends all provisions of Kitchener's existing Brownfield CIP, effective the date of approval of the applicable By-law by City Council. 1.2 Rationale for Brownfield Redevelopment Waterloo Region has a long history of industrial, manufacturing, and commercial development. While most businesses originally located within the core areas of Cambridge, Kitchener, and Waterloo where industrialization first occurred, some also established on sites #hroughout the Region's towns, villages, and countryside. Such development followed the ethics of the day, having little to no knowledge of, and in some cases regard for, the long term implications of their day-to-day business practises. As a result, there are now a number of properties throughout Waterloo Region which sit vacant, are underutilized or have all together been abandoned due to environmental contamination from former uses. Contaminated lands, commonly referred to as "brownfields", are often overlooked as opportunities for redevelopment due to the significant financial costs, timing uncertainties and liability associated with clean up. For municipalities, this equates to a loss in property tax revenue, inefficiencies in use of existing infrastructure, and greater pressure to expand services to outlying areas. While some brownfields within Waterloo Region have been redeveloped in recent years, there remain many properties which may be too challenging andlor costly for the private sector to rehabilitate and redevelop without financial assistance from the various levels of government. Brownfield sites pose financial challenges to remediation and redevelopment. In many cases, the cost of remediation effectively deters private sector redevelopment of these brownfield opportunities. Uncertainty forces prospective developers to pay for costly environmental studies and the element of risk makes lenders reluctant to advance capital or causes them to impose higher interest rates on loans. Brownfield redevelopment can also be hampered by higher legal and insurance costs to protect against future liability associated with brownfields. At the end of the day, clean-up costs can exceed the value of clean land, thus making the majority of brownfield sites unattractive from a market perspective. 2 These financial barriers to brownfield redevelopment are not unique to Waterloo Region. The Provincial Growth Plan for the Greater Golden Horseshoe (2006}, which strives to reduce the outward movement of the urban area through intensification, recognizes that brownfield redevelopment is a cornerstone for implementing the intensification objectives of the Province. The Growth Plan recognizes that brownfields represent prime redevelopment opportunities wi#hin the built-up area. Redeveloping these sites effectively makes higher and better use of existing urban land and its supporting infrastructure and services. Successful brownfield redevelopment can also result in significant public benefits. Brownfields are often centrally located --in downtowns and near transit nodes- so if redeveloped they can revitalize older neighbourhoods, and accommodate housing and employment. Remediation of sites also contributes to public health and safety by removing soil and groundwater contaminants, thereby reducing the risk to groundwater resources. In addition, rehabilitating and redeveloping brownfields can increase the tax assessment base of the site, the neighbourhood and the community as a whole. 2.0 LEGISLATIVE AND PLANNING AUTHORITY 2.1 Bi1151 The Planning and Conservation Land Statue Law Amendment Act, 2006, (Bill 51 }, which came into force and effect on January 1, 2001', introduced numerous amendments to the Planning Acf, 1990 that provide additional tools for the implementation of provincial policies and give further support to sustainable development, intensification and brownfield redevelopment. Under the Act, the Region of Waterloo now has the abili#y to participate in Area Municipal Community Improvement Plans (CIPs} through the provision of grants or loans to stimulate private sector development activities (e.g. brownfield redevelopment}. 2.2 Planning Act and Municipal Act Until recently, the ability to provide financial incentives for brownfield redevelopment within the Region of Waterloo has been limited to programs developed and implemented by Area Municipalities through CIPs. Under subsections 106 (1) and (2) of the Municipal Act, 2001 municipalities are prohibited from directly or indirectly assisting any manufacturing business or other industrial or commercial enterprise through the granting of bonuses. Prohibited actions include: i. giving or lending money or municipal property; ii. guaranteeing borrowing; iii. leasing or selling any municipal property at below fair market value; and iv. giving a total or partial exemption from any levy, charge or fee. However, section 106(3) of the Municipal Acl, 200 provides an exception to this bonusing rule for municipalities exercising powers under the provisions of Section 28(6) or (l) of the Planning Act, 1990 or Section 365.1 of the Municipal Acl, 200. Section 28 of the Planning Acl, X990 allows municipalities with provisions in their official plans relating to community improvement to designate by by-law a "community improvement project area" and prepare and adopt a CIP for the community improvement project area. Once the CIP is approved, the Municipality may 3 exercise authority under Section 286} or (l } of the Planning Acf or Section 365.1 of the Municipal Acf, 2001, in order that the exception provided far in Section 1063} of the Municipal Acf, 200 will apply, The Planning Act, 1990 provides the statutory framework for the development of CIPs in the Province of Ontario. Section 28 of the Act permits council to designs#e by by-law the whole or any part of an area covered by such an official plan as a "community improvement project area" where there is an official plan in effect that contains such provisions. Under the provisions of the Act a community improvement project area means a municipality or an area within a municipali#y, the community improvement of which in the opinion of the council is desirable because of age, dilapidation, overcrowding, faulty arrangement, unsuitability of buildings or for any other environmental, social or community economic development reason. Specific provisions in Section 28 of the Act provide that for the purpose of carrying out a CIP, municipalities may acquire, hold and sell land; and construct, repair, rehabilitate and dispose of buildings thereon. They may also provide grants or loans to registered owners, assessed owners and tenants of lands and buildings within the community improvement project area, and any person to whom such an owner or tenant has assigned the right to receive a grant or loan, to pay for the whole or for any part of the cost of rehabilitating such lands and buildings in conformity with the community improvement plan. 2.3 Area Municipal Official Plan The policies in Part II Section 5.4 - `Community Improvement' of the City of Kitchener Municipal Plan (1998} provide a local planning framework for the formulation, adoption, and implementation of CIPs. These policies set out the rationale and goals for community improvement and how they will be accomplished. This includes the criteria to be considered when designating a community improvement project area and the range of actions that Council may initiate to implement CIPs. Depending on the purpose for which it is designated, a community improvement project area may be the entire municipality or any part thereof. The full text of Par# II Section 5.4 - `Community Improvement' of the Kitchener's Municipal Plan is contained in Schedule "B". 2.4 Regional Official Policies Plan According to Section 281.2} of the Planning Acl, 1990, as amended, the Region may provide a grant or loan to the council of a lower-#ier municipality for the purpose of carrying out a CIP if there are provisions in the Region's Official Plan relating to the making of such gran#s or loans. On this basis, the Region amended the Regional Official Policies Plan ~ROPP} in April 2001 to incorporate the following policy to implement the Region's TIG program through the participation in Area Municipal CIPs: Policy 8.2.8 -~ The Region may make grants or loans or provide for other financial assistance as Regional Council deems appropriate for the purposes of carrying out such programs as described in an Area Municipal Community Improvement Plan. In June 2003, the Region of Waterloo approved the Regional Growth Management Strategy (RGMS},along-term planning framework that defines where, when, and how future populations and employment will occur in the Region. Developed in consultation with community partners 4 and stakeholders, the RGMS seeks to accommodate growth yet protect those features unique to the Region. One of the objectives of the RGMS is to achieve more efficient use of land and infrastructure through reurbanization. By promoting balanced growth, including more compact and transit- oriented development in the existing urban areas, the Region, the Area Municipalities, and the development industry are expected to reap a number of social, environmental, and economic benefits. The RGMS includes the preparation of a brownfield redevelopment strategy, intended to complement and build on Area Municipal, provincial, and federal initiatives to facilitate contaminated site clean-up. 3.0 COMMUNITY IMPROVEMENT PLAN 3.1 Purpose The purpose of this Brownfield Community Improvement Plan is to encourage brownfield remediation and redevelopment through the implementation of a joint City of Kitchener and Regional Tax Increment Grant ~TIG} Program and other programs as deemed appropriate. 3.2 Community Improvement Project Area The Brownfield Community Improvement Plan applies to all lands within the City of Kitchener. 3.3 Goals The goals of this Brownfield Community Improvement Plan support the brownfield redevelopmen# goals of the City of Kitchener Official Plan. This Plan is also consistent with Provincial legislation and the strategic direction of the Region of Vllaterloo. The goals of the Community Improvement Plan are as follows: • Stimulate and leverage private and public sector investment to promote the remediation, rehabilitation, adaptive re-use, and overall improvement of brownfield sites throughout the municipality; • Reduce outward expansion and make better use of existing infrastructure by encouraging the redevelopment of underutilized and vacant sites; • Increase tax assessment and property tax revenues; • Improve the physical and visual quality of the municipality; • Improve environmental health and public safety in areas within which brownfields are located; • Retain and increase employment opportunities; • Increase community awareness of the economic, environmental, and social benefits of brownfield redevelopment; and, • Utilize municipal resources to demonstrate leadership in the remediation, rehabilitation, adaptive re-use, and overall improvement of brownfield sites throughout the municipality. 5 4.0 REGION OF WATERLOO - CITY OF KITCHENER REGIONAL TAX INCREMENT GRANT PROGRAM 4.1 Regional Brownfields Financial Incentives Pilot Program Background To address the challenges associated with brownfield revitalization, the Region of Waterloo established a Brownfield Financial Incen#ives Committee in spring 2005. This committee was struck in an effort to develop a brownfield program for Vaterloo Region that would augment existing brownfield incentive programs offered by the Area Municipalities and the Province. The Commi#tee retained the services of Hemson Consulting Ltd. who reviewed incentive programs used by other municipali#ies. The Committee also consulted with various stakeholders to gain a better understanding of the programs currently in place or in the planning stages. The conclusion from this background research was that the most comprehensive approach to brownfield remediation and redevelopment is the provision of a package of financial incentives under the umbrella of a Community Improvement Plan (CIP}. At the time this review was undertaken, this tool (CIPs) was only available to single-tier municipalities and Area municipalities in atwo-tier system. Given the research findings and legislative limitations, the Committee developed the Brownfields Financial Incentives Pilot Program (BFIPP} consisting of four components: 1. Establishment of a grant program to fund up to 50 percent of eligible costs associated with the completion of a Phase 2 Environmental Site Assessment up to a maximum of $40,000; 2. Expansion of the Regional Development Charges exemptions to provide for development charge grants up to the total eligible remediation costs associated with the clean up of contaminated sites outside of core areas; 3. Development of a joint Regional and Area Municipal Tax Increment Grant Program to help off-set remediation casts of brownfield sites; and 4. Provision of funding for the Area Municipalities to assist in amending or developing CIPs which will provide for the implementation of the join#TIG Program. The goal of the Brownfields Financial Incentives Pilo# Program is to provide financial assistance for the remediation and redevelopment of brownfield sites to help level the playing field between greenfield and brownfield development. The Pilot Program was approved by Regional Council in October 2006 with a budget of $2.5 million. At the same time, the Province released for discussion a draft regulation under Bill 51 which would provide for Regional participation in Area Municipal CIPs. In anticipation of the passage of Bill 51, Regional Council also directed staff to expand the Brownfields Financial Incentives Committee to include representatives from the Area Municipalities and develop a Tax Increment Grant (TIG} program. The Committee met throughout the winter and spring of 2001 and, with the assistance of Hemson Consulting, developed the joint TIG Program. Following the passage of Bill 51 (which came into effect January 1, 2001}, the joint TIG Program was approved by Regional Council in June 2007, subject to Area Municipal concurrence. Implementation of this program is possible through the approval of this CIP. 4.2 Program Description A TIG is a grant provided to a landowner (or assignee) equal to the full amount, or a portion of the amount of the tax increase (or increment) in City and Regional property taxes after a 6 property is reassessed. The tax increment is calculated using the change in current value assessment following the completion of the remediation & redevelopment of the property. The increase in taxes, or tax increment, is based on the estimated increase in the Kitchener and Regional portions of property taxes and is calculated by subtracting the Kitchener and Regional portion of property taxes before reassessment pre-remediation & redevelopment) from the Kitchener and Regional portion of property taxes after reassessment post-remediation & redevelopment). The difference in taxes, or the increment, is used to provide a grant to the developer for eligible costs associated with environmental remediation. The amount of the TIG will equal up to ~ 00% of the City of Kitchener and Regional tax portion of property taxes per year for a maximum of ten years or the total of all grants, loans and tax assistance provided equal the cost of remediating the lands and buildings, whichever occurs first. Calculation of the tax increment grant will occur only after the site has been assessed post-remediation & redevelopment by the Municipal Property Assessment Corporation ~MPAC). The TIG will commence in the first year following receipt of the post-remediation & redevelopment assessment from MPAC. The tax increment does not include assessment increasesldecreases in municipal taxes due to a general tax rate increaseldecrease, or a change for any other reason. The TIG also does not exempt property owners from City of Kitchener or Regional taxes owing prior to, during, and after the remediation and redevelopment is completed. The total of all grants, loans and tax assistance cannot exceed the cost of remediating the lands and buildings net of any other government financial assistance received by the applicant for remediation Applicants who are approved for a joint TIG would be required to enter into a legal agreement with the City of Kitchener and the Region. Applicants may include registered owners or assessed owners of lands and buildings within the community project area, and to any person to whom such an owner or has assigned the right to receive a grant or loan who will be responsible for site remediation. For the purposes of this program a "site" consists of one or more parcels that are park of the brownfield redevelopment project for which the TIG application is being made. The Applicant responsible for the remediation does not necessarily need to be the same as the developer who will undertake the redevelopment of the site. The legal agreement will set out the terms and conditions of payment, obligations of the municipalities and applicant(s), and the defaults and remedies. The terms of the TIG are at the discretion of City of Kitchener andlor Regional Council. For sites which are of exceptional size or complexity, involve phased development, or for those that will involve very lengthy remediation, the TIG payments and schedule may be set on a case by case basis. Amendments to this program will be carried out as per Section 285) of the Planning Aef, 1990, in the following cases: • A change or expansion in the geographic area to which financial or land programs outlined in this CIP apply; • A change in the eligibility criteria; • the addition of new municipal assistance programs involving grants, loans, tax assistance or land; and or • An increase to a financial incentive to be offered within a CIP program. 7 4.3 What is a Remediated Brownfield? Many municipalities have developed a working definition for the term "brownfield" to assist in the implementation of financial incentive programs. Brownfields have most commonly been defined as sites which are abandoned, vacant or underused where redevelopment is complicated by real or perceived environmental contamination. In developing a definition for the joint TIG Program, the Brownfield Financial Incentives Committee developed aperformance-based definition that must be met before any TIG agreement is finalized. As only brownfield sites that have been remediated and redeveloped would be eligible to receive TIG funding, the term "remediated brownfield" has been defined as follows: "A property which contained environmental contamination either in the ground or buildings due to the operational activities of a previous land use, where the extent of the contamination rendered the property vacant, under-utilized, unsafe, unproductive or abandoned, and for which a Record of Site Condition has been filed. " It is recognized that some brownfield sites will not meet this definition at the time of the initial TIG application because site remediation is not yet complete. Only once the City of Kitchener and Region of Vvaterloo receives acknowledgment from the Ministry of the Environment that the RSC has been filed, will the brownfield site be considered "remediated". This condition is a prerequisite before the legal agreement outlining the TIG payments and scheduled can be finalized and any payments issued. 4.4 Eligibility Requirements To be eligible for the joint TIG Program, all of the following criteria must be met: 1. The site must be located within the designated City of Kitchener Community Improvement Project Area; 2. The applicant must be the registered owner of the site or the assignee of the owner and must demonstrate clear title and responsibility for the land at the time the TIG is approved by City of Kitchener and Regional Council; 3. The applicant cannot be responsible for causing the on-site contamination that requires remediation; 4. The remediation and redevelopment undertaken must result in a minimum increased property assessment value of $100,000; 5. The Phase I and Phase II Environmental Site Assessments must be completed by a "Qualified Person" as defined by Ontario Regulations 153104 before a TIG application can be submitted; 6. Redevelopment plans must meet all approved policy and should comply, where feasible and appropriate, with applicable design guidelines; 8 1. The site must not be in a position of tax arrears or have any other outstanding municipal financial obligations; and S. Application for a Tax Increment Grant must be made prior to the issuance of a building permits} for the redevelopment. Exceptions will be considered in cases where a building permit was issued after March 1, 2008 but before the corresponding Area Municipal Community Improvement Plan authorizing the joint Tax Increment Program was established. 4.5 Eligible Costs Eligible brownfield remediation costs shall include: 1. Phase I Environmental Site Assessments; 2. Phase II Environmental Site Assessments excluding any portion already funded by the Region of Waterloo under its Phase II ESA Grant Program}; 3. Environmental remediation work identified in a remediation work plan, excluding work completed more than 12 months prior to the filing of an application. Remediation work would include, but is not limited to: a) Remedial work plans; b} Risk assessments; c) Environmental Rehabilitation; d} Disposal of contaminated soil; e} Placing of clean fill and grading; and f} Building demolition related to remediation. 4, Indirect Remediation Casts to a maximum of 10% of eligible brownfield remediation costs. Such indirect costs related to remediation can include planning fees, legal costs, financing costs associated with remedia#ion, insurance premiums, assessment estimates, and the preparation of Record of Site Condition; The applicant must provide estimates, prepared by qualified professionals, of the cost of remediating the site to permit the filing of a Record of Site Condition, the cost of complying with any certificate of property use issued under the Environmental Protection Act, and the cost of any proposed building conversion or rehabilitation proposal, all of which must be prepared by a qualified professional. The Ci#y and Region reserve the right to independently audit the actual costs at the expense of the property owner. Note that TIGs are not intended to cover any redevelopment costs. 4.fi Duration of T1G Program The Brownfield Financial Incentive Pilot Program that was approved by Regional Council in October 2006. Development of the joint TIG program became possible on January 1, 2001 when Bill 51 came into effect allowing for the participation of the Region in Area Municipal Community Improvement Plans. The joint TIG Program will commence on or after the approval of this or any other appropriate Area Municipal CIP which provides funding for brownfield 9 remediation and redevelopment and allows for Regional participation. Regional Council allocated a budget of 2.5 million dollars to fund the Brownfields Financial Incentives Pilot Program in the 2006 budget. Once these funds have been expended or committed, Regional Council may elect to extend the Regional participation in the joint TIG Program as it deems appropriate, subject to the availability of funding as approval by Council. Year 1 of the TIG Program will be defined as the first calendar year that taxes are paid by the property owners} after the project is completed (i.e. after the site has been assessed by MPAC post-remediation & redevelopment}. The City of Kitchener may discontinue its participation in this joint TIG Program at any time without an amendment to this Plan. Any participants in the program prior to its cancellation will continue to receive the grant payments as approved by City of Kitchener Council. The Region may discontinue its participation in the joint TIG Program at any time without an amendment #o this Plan. Any participants in the program prior to its cancellation will continue to receive the grant payments as approved by Regional Council. 4.l Program Administration 1. All TIG Program applications shall be submitted to the respective Area Municipality in which the brownfield site is located, prior to the issuance of the applicant's first building permit. Exceptions will be considered in cases where a building permit was issued after March 1, 2008 but. before the corresponding City of Kitchener Community Improvement Plan authorizing the joint Tax Increment Program was established or amended. Applications can be submitted at any point prior to or during remediation. In the case where there has been a Community Improvement Plan that specified the intent to promote brownfield remediation and redevelopment in place for longer than one year, costs incurred within the 12 months prior to an application will be considered an eligible cos#. Where no such previous Community Improvement Plan existed, only costs incurred after the Community Improvement Plan comes in to effect will be considered an eligible cost. Applicants are encouraged to consult with the City of Kitchener and Regional staff prior to submitting the application. 2. Such applications shall include: • A Phase I and Phase II Environmental Site Assessments and estimates for the eligible remediation casts, to be completed by a "Qualified Person" as defined by Ontario Regulation 153104; • A project description and redevelopment plans; • A Remedial Work Plan andlor Risk Assessment which includes a work plan and cost estimate completed by a "Qualified Person" of the action to be taken to address the contamination; and • Any other details as may be required to satisfy the City of Kitchener and the Region of Waterloo with respect to the pre-remediation & redevelopment assessment value, estimated eligible costs and conformity of the project with the Community Improvement Plan. The City of Kitchener and the Region reserve the right to obtain an independent third party to review the proposed costs, at the expense of the applicant. 10 3. The TIG Program application will be reviewed by appropriate Kitchener and Regional staff to determine if it is complete. Once deemed to be complete, the application will be date stamped to establish the pre-remediation & redevelopment assessment date and cost eligibility date. 4. The TIG program application is reviewed for eligibility by the Area Municipality and the Region. If the TIG Program eligibility requirements are met, Kitchener Staff will prepare an estimate of the annual TIG payments (Kitchener and Regional portions) and payment schedule (including TIG reductions due to other assistance for brawnfield remediation). Kitchener will forward the estimated TIG payment, schedule and recommendation to Regional staff for review. 5. Both Kitchener and Regional Councils will consider recommendation reports submitted by their respective staff and approve or refuse their portion of the grant. 6. All successful applicants will enter into a formal legal agreement (draft} with the City of Kitchener and the Region. The draft legal agreement will specify the terms and conditions of payment, obligations of the municipalities and applicant, and the defaults and remedies. If the applicant does not comply wi#h all conditions of the TIG Program agreement and other relevant municipal requirements, all financial incentives, assistance and grant provided will be repaid to the City of Kitchener and Region with interest. 7. Upon completion of the site remediation, the applicant will file a Record of Site Condition with the Ministry of the Environment (MOE}. The applicant will provide a copy of the MOE's acknowledgement and Record of Site Condition to the City of Kitchener. 8. The applicant will provide invoices of all eligible costs in relation to site remediation to the City of Kitchener. The City of Kitchener will forward copies of the invoices and the MOE's acknowledgement of the RSC to the Region. This must be completed before the site is considered a "remediated brownfield" and the legal agreement can be finalized. 9. Once the project is complete and the property has been assessed by MPAC, the applicant will be issued a new tax notice based on the post-remediation & redevelopment assessment value. The applicant will submit the post-remediation & redevelopment assessment notice to The City of Kitchener. The City of Kitchener will forward the post-remediation & redevelopment assessment to the Region. 10. The actual annual and total TIG payments will be established, by the City of Kitchener and the Region and the draft legal Agreement will be modified accordingly and then finalized. 11. After the current property owners} has paid the taxes in full for one (1 }full year, the City of Kitchener will confirm that the property is not in a position of tax arrears or has any other outstanding municipal financial obligations and all other requirements of the TIG Program Agreement and CIP have been met. 12. The City of Kitchener will issue the first annual payment of the City of Kitchener and Regional portions of the TIG to the applicant. The Region will reimburse the City of Kitchener for its portion of the TIG payment. The current property owner(s) will pay property taxes for the site at its post-remediation & redevelopment assessment value. 11 Annual TIG payments continue as per the payment schedule outlined in the final TIG legal agreement. 4.8 Monitoring The joint TIG Program will be evaluated from time to time by Regional Council. The purpose of the monitoring is to determine the effectiveness of the TIG Program in relation to the goals of the CIP, identify Program modifications as required, and assist Council in determining continuation of the TIG Program. Monitoring the CIP may lead to revisions to the Regional TIG Program through amendment to the Plan. Changes to the program will be provided to the Minister of Municipal Affairs and Housing for information purposes only. 5.0 BROWNFIELDS FINANCIAL TAX INCENTIVE PROGRAM (BFTIP) 5.1 Program Description The Brownfields Financial Tax Incentive Program (BFTIP) is a provincial funding program that provides matching education property tax assistance to eligible brownfield property owners under section 365.1 of the Munrcrpa! Act, 2009. Assistance provided through BFTIP is conditional upon, and is matched to, brownfield property tax assistance (tax cancellation or deferral} that is provided by a municipality. The property tax assistance provides for the exemption of up to 100 % of Kitchener taxes levied for the period immediately following the approval of the Property Tax Assistance By-Law and continuing during the Rehabilitation Period and Development Period. The BFTIP applies only to eligible properties and is subject to Ministry of Finance approval for the education portion. The Timing and conditions that apply to the matching education property tax assistance may vary from those far the municipal property tax assistance. Further, the amount of tax assistance provided will be determined during the Application Phase to ensure that the value of the tax exemption does not exceed rehabilitation costs over a time period specified by the Property Tax Assistance By-Law. The Munrcipa! Act, 2009 and the BFTIP requires the following: • That tax assistance be suspended for a subject property where a landowner has not paid all of the #axes on a subject property for the previous years in the Rehabilitation and Development Periods (subject to any specific exceptions provided for in the Property Tax Assistance By-Law or in a Brownfields Site Agreement under the by-law}; • That the tax assistance becomes liable for payment in full, with interest, for all tax assistance granted during the Rehabilitation and Development Periods for the property, where the landowner defaults on the Property Tax Assistance By-Law or the Brownfields Site Agreement requirements; • That landowners file with the City of Kitchener an annual update of the reporting on the environmental contamination, the rehabilitation activities, the estimated costs, and the time estimates outlined under Ontario Regulation 214/04 of the Municipa! Act 2009; and • That the City of Kitchener forward the annual update to the Minister of Finance within 30 days of the anniversary of the start date of the tax assistance. 12 The City of Kitchener porkion of the property tax assistance will terminate on the date that the Occupancy Period begins or such earlier period otherwise stipulated in the municipal Property Tax Assistance By-Law. 5.2 Wha# is a Brownfield? For the purposes of this Provincial Program, a brownfield is defined as: A property which contains environmental contamination either in the ground or buildings due to the operational activities of a previous land use, where the extent of the contamination rendered the property vacant, under-utilized, unsafe, unproductive or abandoned. 5.3 Eligibili#y Requiremen#s To be eligible for this program, the following requirements must be met: • A phase two environmental sites assessment was conducted for the property; • A record of site condition ~RSC} cannot be filed for the property because it does not meet certain Environmental Protection Act standards (the standards lis#ed in clause (b} of the definition of "eligible property" found in subsection 365.1 of the Municipal Act); • The property is included in a community improvement project area for which a Community Improvement Plan, with tax assistance provisions contained in the plan, is in effect. 5.4 Eligible Cos#s Eligible Cost for provincial matching education property tax assistance are: • Any action taken to reduce the concentration of contaminants on, in, or under the property to permit a Record of Site Conditian (RSC} to be filed; • Compliance with any Certificate of Property Use issued under the Environmental Protection Act; • Environmental consultant fees; andlor • Property insurance during the remediation period. 5.5 Dura#ion of BFTlP Program Matching education property tax assistance may be granted for up to three years, and will begin from the commencement date for municipal tax assistance as stated in the specific Kitchener tax assistance by-law. Matching education property tax assistance may be extended for an eligible property if the municipality applies to the Ministry of Municipal Affairs and Housing for the extension of that assistance before the matching education tax assistance ends for the property. 13 In addition, the matching education portion of the tax assistance will end in relation to an eligible property if: • The eligible property is severed, subdivided, sold or conveyed at any time after the owner makes application to the municipality under subsection 365.1(8} of the Act; or • The owner of the eligible property fails to meet any legal requirements that applies to the owner or to the property in connection with municipal or matching education property tax assistance including without limitation any conditions in a municipal tax assistance bylaw that apply to the owner or to the property in connection with municipal or matching education property tax assistance. 5.6 Program Administration a) Municipal Portion of Property Tax Assistance The municipal portion of the property tax assistance is limited to the Rehabilitation Period and Development Period of the project. This BFTIP assistance is to be implemented for eligible properties prior to the implementation of the joint Area Municipal and Regional TIG Program. The municipal portion of the property tax assistance will be undertaken in accordance with the provisions of Section 365.1 (1) of the Municipal Act, 2001. The municipal portion of the property tax assistance may start at the beginning of the Rehabilitation Period and run for a period specified by Council in a by-law, but shall not extend beyond the time periods outlined in Section 365.1(1 } of the Municipal Act, 2001, or as outlined in the relevant by-law. The purpose of this tax assistance element is to give financial relief to proponents early in the process as Remedial Work Plans and land use planning proposals are being prepared and implemented. b} Regional Portion of Property Tax Assistance The Region of vVaterloo may match the Area Municipality's tax assistance provided to a property owner through the Region's portion of the property's tax. Participation in an Area Municipal Tax Assistance program must be established by way of a resolution by Regional Council. The Area Municipality must include a copy of the Regional Council resolution as part of any BFTIP application, made on behalf of the property owner, to the Ministry of Municipal Affairs and Housing. c} Education Portion of Property Tax Assistance The Ministry of Finance may match the municipality's tax assistance provided to a property owner through the education portion of the property's tax. The exemption may commence at the start of the Rehabilitation Period, and continue through the Development Period, for a maximum time period as defined in the relevant by-law, and subject to Program and termination requirements established by Section 365.1(1 } of the Municipa! Act, 2001. The education portion of the property tax assistance must be applied for specifically to the Ministry of Municipal Affairs and Housing prior to any Council by- lawapproval. The education portion of the property tax assistance may be delivered on a different timetable from the municipal portion of the property tax assistance for the given property. The conditions imposed by the Minister of Finance for the education portion of the property tax assistance under Section 365.1 of the Municipal Act, 2001 may differ from those outlined in this CIP. 14 6.0 APPENDIX- Notices and Minutes • Notice of Public Hearing of City Council Development and Technical Services Committee -May 23rd, 2005 Waterloo Region Record • Minutes -Public Hearing of City Council Development and Technical Services Committee, June 16, 2008 t5 SCHEDULE "B" Kitchener Municipal Plan Community Improvement Policies and properties that are in need of 5.4 Community Improvement The community improvement policies contained in this section of the Official Plan provide the basis for undertaking community improvement plans and community development projects to help ensure the ongoing maintenance, improvement and rehabilitation of Kitchener's industrial, commercial, residential and public areas. Community improvement plans and community development projects may be undertaken in conjunction with senior levels of government funding assistance programs and shall be subject to the eligibility and implementation regulations of such programs and the priorities and availability of municipal funding, Objective To maintain, improve and rehabilitate Kitchener's current and former industrial, commercial, residential and public areas. Policies 1. All lands within the City Limits of the City of Kitchener are considered eligible for Community Improvement initiatives, and eligible to be designated as a "Community Improvement Project Area", pursuant to the provisions of Section 2$ of the Ontario Planning Act. 2, Throughout the City of Kitchener, there exist areas that have one or more of the following characteristics: i) The presence of conflicting land uses; ii) The presence of old residential, industrial and commercial buildings upgrading, rehabilitation, or replacement; 111) Deficient local parks and recreation facilities in terms of size, space, location, access, landscaping, grading or equipment; iv) Def dent sanitary sewers, storm sewers, hydro, water systems or other infrastructure; v} Deficient streetscapes in terms of poor roads, curbs, sidewalk, boulevards, tree planting, street furniture and street lighting; vi) Inadequate flood protection; or vii} Are in need of environmental, social or community economic development, QFFICIAL PLAN Part 2 November 2005 Page 5-7 A endix "A" - News a er Advertisement Advertised in The Waterloo Region Record May 23, 2008 CITY OF KITCHENER COMMITTEE OF COUNCIL DEALING WITH PLANNING MATTERS INVITES PROPERTY OWNERS AND INTERESTED PARTIES TO ATTEND A PUBLIC MEETING TO DISCUSS A PROPOSED AMENDMENT TO THE CITY OF KITCHENER BROWNFIELD REMEDIATION COMMUNITY IMPROVEMENT PLAN UNDER SECTIONS ~l & 28 OF THE PLANNING ACT It is proposed that the City of Kitchener Brownfield Remediation Community Improvement Plan, approved by the Minister of Municipal Affairs and Housing an March 31, 2006, be amended by: 1. Deleting Sections 1 to 6 of the existing Kitchener Brownfield Community lm rovement Plan, and adding new Sections 1 to 6, entitled "Introduction; Legislative p . and Planning Authority, Community Improvement Plan, Kitchener-Regional Tax Increment Grant Program; Ontario 8rownfields Financial Tax Incentive Program; and Appendices". The purpose of this Amendment is to replace Kitchener's current Brownfield financial incentive formula with the new Region of Waterloo financial incentive formula which has been collaboratively developed by The Region and area municipalities. The proposed Amendment will provide for: • A reduction of Regional Development Charges, outside the Downtown to offset eligible site environmental remediation costs; • A program of Tax Incremental Financing, shared jointly by the Region of Waterloo and the City of Kitchener; • A legislative basis under Section 28 of the Planning Act to explore use of the Province of Ontario Brownfields Financial Tax Incentive Program ~BFT1P). The public meeting wilt be held by the City's DEVELOPMENT AND TECHNICAL SERVICES COMMITTEE, a Committee of Council which deals with planning matters on: MONDAY, JUNE 16, 2008 at 1:00 R.M. COUNCIL CHAMBERS, 2"d FLOOR, CITY HALL 200 KING STREET WEST, KITCHENER. Any persons may attend the Public Meeting and make written andlor verbal representation in respect of the proposed by-law. I# a person or public body does not make oral submissions at this public meeting or makewritten submissions to the City prior to the approval o#the by-law, the Ontario Municipal Board may dismiss future appeals. ADDITIONAL INFORMATION relating to the proposed Amendment is available for inspection between 8:30 a.m. and 5:00 p.m. at the Small Business Centre Ground Floor, Kitchener City Hall, 200 King Street West, Kitchener. Terry Boutilier, Senior Business Development Officer and Brownfield Coordinator 519-141-2303, terry.boutilier@kitchener.ca Appendix "B" PROPOSED BY-LAW June 23, 2008 BY-LAW NUMBER OF THE CORPORATION OF THE CITY OF KITCHENER Being a by-law to amend the City of Kitchener Brownfield Remediation Community Improvement Plan) WHEREAS Sections 28 and 17 of the Planning Act, R.S.O. 1990, Chapter P.13 as amended, provide for the adoption of a Community Improvement Plan; AND WHEREAS the Council of The Corporation of the City of Kitchener has by By-law 2003-140, passed on 2nd day of July, 2003 designated all lands within the City limits of the City of Kitchener as a Community improvement Project Area for the purposes of preparing and implementing a Brownfield Remediation Community Improvement Plan; AND WHEREAS a Community Improvement Plan, known as the City of Kitchener Brownfield Remediation Community Improvement Plan was adopted for the said area by By- law 2003-141, passed on 2nd day of July, 2043, and approved by the Minister of Municipal Affairs and Housing on the 2lt" day of November, 2003; AND WHEREAS the City of Kitchener Brownfield Remediation Community Improvement Pion was amended b B -law 2006-62; passed on the 2lt" day of February, 2006, and .. y y St approved by the Ministry of Municipal Affairs and Housing on the 31 day of March, 2006, AND WHEREAS it is deemed desirable to amend the City of Kitchener Brownfield Remediation Community Improvement Plan; NOW THEREFORE the Council of The Corporation of the City of Kitchener enacts as follows: 1. The City of Kitchener Brownfield Remediation Community Improvement Plan is amended by re-naming the existing Table of Contents and Sections 1 to 6 inclusive as Section 2. 2. The City of Kitchener Brownfield Remediation Community Improvement Plan is amended by adding the following Table of Contents and Sections 1 to 6 inclusive as Section 1 to the Plan: TABLE OF CONTENTS 1.0 INTRODUCTION z 1.1 Background 1.2 Rationale for Brownfield Redevelopment 2.0 LEGISLATIVE AND PLANNING AUTHORITY 2.1 Bill 51 2.2 Planning Act and Municipal Act 2.3 City of Kitchener Municipal (Gfficial~ Plan 2.4 Region of Waterloo official Policies Plan 3.0 COMMUNITY IMPROVEMENT PLAN 3.1 Purpose 3.2 Community Improvement Project Area 3.3 Goals 4.0 REGION-CITY TAX INCREMENT GRANT (TIG) PROGRAM 4.1 Regional Brownfields Financial Incentives Pilot Program Background 4.2 Program Description 4.3 What is a Remediated Brownfield? 4.4 Eligibility Requirements 4.5 Eligible Costs 4.6 Duration of TIG Program 4.l Program Administration 4.8 Monitoring 5.0 BROWNFIELDS FINANCIAL TAX INCENTIVE PROGRAM (BFTIP) 5.1 Program Description 5.2 What is a Brownfield? 5.3 Eligibility Requirements 5.4 Eligible Costs 5.5 Duration of the BFTIP Program 5.6 Program Administration 6.0 APPENDIX 1.0 1NTRODUCTI4N 1.1 Background The original City of Kitchener Brownfield Community Improvement Plan was prepared in 2003 and a roved ~by the Council of the Corporation of the City of Kitchener on July 2, 2003 by Bylaws 2003-140 pp and 2003-141; and approved, with modifications, by the Ministry of Municipal Affairs and Housing on November 2l, 2003. The Kitchener Brownfield CIP was revised by Bylaw 2000-02, adopted on February 2l, 2006 and the revision was approved by the Ministry of Municipal Affairs and Housing on March 31, 2006. 3 In October of 2006 Region of Waterloo Council gave direction to Staff to establish a Regional Brownfields Working group, and prepare a Regional Brownfield Program, in coClaboration with all area municipalities. The new Region-City Program would provide a more comprehensive financial assistance Program to replace current area municipal programs operating in Kitchener and Cambridge. This Amendment amends all provisions of Kitchener's existing Brownfield CIP, effective the date of approval of the applicable By-law by City Council. 1.2 Rationale for Brownfield Redevelopment Waterloo Region has a long history of industrial, manufacturing, and commercial development. While most businesses originally located within the core areas of Cambridge, Kitchener, and Waterloo where industrialization first occurred, some also established on sites throughout the Region's towns, villages, and countryside. Such development followed the ethics of the day, having little to no knowledge of, and in some cases regard for, the long term implications of their day-to-day business practises. As a result, there are now a number of properties throughout Waterloo Region which sit vacant, are underutilized or have all together been abandoned due to environmental contamination from former uses. Contaminated lands, commonly referred to as "brownfields", are often overlooked as opportunities for redevelopment due to the significant financial costs, timing uncertainties and liability associated with clean up. For municipalities, this equates to a loss in property tax revenue, inefficiencies in use of existing infrastructure, and greater pressure to expand services to outlying areas. While some brownfields within Waterloo Region have been redeveloped in recent years, there remain many properties which may be too challenging andlor costly for the private sector to rehabilitate and redevelop without financial assistance from the various levels of government. Brownfield sites pose financial challenges to remediation and redevelopment. In many cases, the cost of remediation effectively deters private sector redevelopment of these brownfield opportunities. Uncertainty forces prospective developers to pay for costly environmental studies and the element of risk makes lenders reluctant to advance capital or causes them to impose higher interest rates on loans. Brownfield redevelopment can also be hampered by higher legal and insurance costs to protect against future liability associated with brownfields. At the end of the day, clean-up costs can exceed the value of clean land, thus making the majority of brownfield sites unattractive from a market perspective. These financial barriers to brownfield redevelopment are not unique to Waterloo Region. The Provincial Growth Plan for the Greater Golden Horseshoe X2005), which strives to reduce the outward movement of the urban area through intensification, recognizes that brownfield redevelopment is a cornerstone for implementing the intensification objectives of the Province. The Growth Plan recognizes that brownfields represent prime redevelopment opportunities within the built-up area. Redeveloping these sites effectively makes higher and better use of existing urban land and its supporting infrastructure and services. Successful brownfield redevelopment can also result in significant public benefits. Brownfields are often centrally located -in downtowns and near transit nodes- so if redeveloped they can revitalize older neighbourhoods, and accommodate housing and employment. Remediation of sites also contributes to public health and safety by removing soil and groundwater contaminants, thereby reducing the risk to groundwater resources. In addition, rehabilitating and redeveloping brownfields can increase the tax assessment base of the site, the neighbourhood and the community as a whole. 4 2.0 LEGISLATIVE AND PLANNING AUTHORITY 2. ~ Bill 5? The Planning and Conservation Land Statue Law Amendment Acf, 2006, (Bill 51), which came into force and effect on January 1, 2001, introduced numerous amendments to the Planning Act, 1990 that provide additional tools for the implementation of provincial policies and give further support to sustainable development, intensification and brownfield redevelopment. Under the Act, the Region of Waterloo now has the ability to participate in Area Municipal Community Improvement Plans (CIPs} through the provision of grants or loans to stimulate private sector development activities (e.g. brownfield redevelopmen#). 2.2 Planning Act and Municipal Acf Until recently, the ability to provide financial incentives for brownfield redevelopment within the Region of Waterloo has been limited to programs developed and implemented by Area Municipalities through CIPs. Under subsections 106 (1) and (2} of the Municipal Act, 200? municipalities are prohibited from directly or indirectly assisting any manufacturing business or other industrial or commercial enterprise through the granting of bonuses. Prohibited actions include: i. giving or lending money or municipal property; ii. guaranteeing borrowing; iii. leasing or selling any municipal property at below fair market value; and iv. giving a total or partial exemption from any levy, charge or fee. However, section 106(3} of the Municipa! Act, 200? provides an exception to this bonusing rule for municipalities exercising powers under the provisions of Section 28(6) or (l} of the Planning Act, ?990 or Section 365.1 of the Municipal Act, 200?. Section 28 of the Planning Act, ?990 allows municipalities with provisions in their official plans relating to community improvement to designate by by-law a "community improvement project area" and prepare and adopt a CIP for the community improvement project area. Once the CIP is approved, the Municipality may exercise authority under Section 28(6) or (l} of the Planning Act or Section 365.1 of the Municipal Act, 200?, in order that the exception provided for in Section 106(3} of the Municipal Act, 200? will apply. The Planning Act, ?990 provides the statutory framework for the development of CIPs in the Province of Ontario. Section 28 of the Act permits council to designate by by-law the whole or any part of an area covered by such an official plan as a "community improvement project area" where there is an official plan in effect that contains such provisions. Under the provisions of the Act a community im rovement project area means a municipality or an area within a municipality, the community p im rovement of which in the opinion of the council is desirable because of age, dilapidation, p overcrowding, faulty arrangement, unsuitability of buildings or for any other environmental, social or community economic development reason. S ecific provisions in Section 28 of the Act provide that for the purpose of carrying out a CIP, p munici alities may acquire, hold and sell land; and construct, repair, rehabilitate and dispose of p buildin s thereon. They may also provide grants or loans to registered owners, assessed owners and g tenants of lands and buildings within the community improvement project area, and any person to whom such an owner or tenant has assigned the right to receive a grant or loan, to pay for the whole or for an art of the cost of rehabilitating such lands and buildings in conformity with the community Yp improvement plan. 5 2.3 Area Municipal official Plan The policies in Part II Section 5.4 - `Community Improvement' of the City of Kitchener Municipal Plan (~ 998} provide a local planning framework for the formulation, adoption, and implementation of CIPs. These policies set out the rationale and goals for community improvement and how they will be accomplished. This includes the criteria to be considered when designating a community improvement project area and the range of actions that Council may initiate to implement CIPs. Depending on the purpose far which it is designated, a community improvement project area may be the entire municipality or any part thereof. The full text of Part II Section 5.4 - `Community Improvement' of the Kitchener's Municipal Plan is contained in SCHEDULE "B". 2.4 Regional Official Policies Plan According to Section 28{l.2) of the Planning Act, 1990, as amended, the Region may provide a grant or loan to the council of a lower-tier municipality for the purpose of carrying out a GIP if there are provisions in the Region's Official Plan relating to the making of such grants or loans. On this basis, the Region amended the Regional Official Policies Plan (ROPP} in April 2001 to incorporate the following policy to implement the Region's TIG program through the participation in Area Municipal CIPs: Policy 8.2.8 -The Region may make grants or loans or provide for other financial assistance as Regional Council deems appropriate for the purposes of carrying out such programs as described in an Area Municipal Community Improvement Plan. In June 2003, the Region of Waterloo approved the Regional Growth Management Strategy {RGMS}, a long-term planning framework that defines where, when, and how future populations and employment will occur in the Region. Developed in consultation with community partners and stakeholders, the RGMS seeks to accommodate growth yet protect those features unique to the Region. One of the objectives of the RGMS is to achieve more efficient use of land and infrastructure through reurbanization. By promoting balanced growth, including more compact and transit-oriented development in the existing urban areas, the Region, the Area Municipalities, and the development industry are expected to reap a number of social, environmental, and economic benefits. The RGMS includes the preparation of a brownfield redevelopment strategy, intended to complement and build on Area Municipal, provincial, and federal initiatives to facilitate contaminated site clean-up. 3.0 COMMUNITY IMPROVEMENT PLAN 3.1 Purpose The purpose of this Brownfield Community Improvement Plan is to encourage brownfield remediation and redevelopment through the implementation of a joint City of Kitchener and Regional Tax Increment Grant (TiG} Program and other programs as deemed appropriate. 3.2 Community Improvement Project Area The Brownfield Community Improvement Plan applies to all lands within the City of Kitchener. 3.3 Goals The goals of this Brownfield Community Improvement Plan support the brownfield redevelopment goals of the City of Kitchener Official Plan. This Plan is also consistent with Provincial legislation and the strategic direction of the Region of Waterloo. 6 The goals of the Community Improvement Plan are as follows: • Stimulate and leverage private and public sec#or investment to promote the remediation, rehabilitation, adaptive re-use, and overall improvement of brownfield sites throughout the municipality; • Reduce outward expansion and make better use of existing infrastructure by encouraging the redevelopment of underutilized and vacant sites; • Increase tax assessment and property tax revenues; • Improve the physical and visual quality of the municipality; • Improve environmental health and public safety in areas within which brownfieids are located; • Retain and increase employment opportunities; • Increase community awareness of the economic, environmental, and social benefits of brownfield redevelopment; and, • Utilize municipal resources to demonstrate leadership in the remediation, rehabilitation, adaptive re-use, and overall improvement of brownfield sites throughout the municipality. 4.0 REGION OF WATERLOO - CITY OF KITCHENER REGIONAL TAX INCREMENT GRANT PROGRAM 4.1 Regional Brownfields Financial lncenfives Pi1o~ Program Background To address the challenges associated with brownfield revitalization, the Region of Uvaterloo established a Brownfield Financial Incentives Committee in spring 2005. This committee was struck in an effort to develop a brownfield program for vllaterloo Region that would augment existing brownfield incentive programs offered by the Area Municipalities and the Province. The Committee retained the services of Hemson Consulting Ltd. who reviewed incentive programs used by other municipalities. The Committee also consulted with various stakeholders to gain a better understanding of the programs currently in place or in the planning stages. The conclusion from this background research was that the most comprehensive approach to brownfield remediation and redevelopment is the provision of a package of financial incentives under the umbrella of a Community Improvement Plan (CIP}. At the time this review was undertaken, this tool (CIPs) was only available to single-tier municipalities and Area municipalities in a two-tier system, Given the research findings and legislative limitations, the Committee developed the Brownfields Financial Incentives Pilot Program (BFIPP} consisting of four components: 1. Establishment of a grant program to fund up to 50 percent of eligible costs associated with the completion of a Phase 2 Environmental Site Assessment up to a maximum of $40,000; 2. Expansion of the Regional Development Charges exemptions to provide for development charge grants up to the total eligible remediation costs associa#ed with the clean up of contaminated sites outside of core areas; 3. Development of a joint Regional and Area Municipal Tax Increment Grant Program to help off-set remediation costs of brownfield sites; and 4. Provision of funding for the Area Municipalities to assist in amending or developing CIPs which will provide for the implementation of the joint TIG Program. The goal of the Brownfields Financial Incentives Pilot Program is to provide financial assistance for the remediation and redevelopment of brownfield sites to help level the playing field between greenfield and brownfield development. The Pilot Program was approved by Regional Council in October 2006 with a budget of $2.5 million. At the same time, the Province released for discussion a draft regulation under Bill 51 which would provide far Regional par#icipation in Area Municipal CIPs. In anticipation of the passage of Bill 51, Regional Council also directed staff to expand the Brownfields Financial Incentives Committee to include representatives from the Area Municipalities and develop a Tax Increment Grant (TIG) program. The Committee met throughout the winter and spring of 2001 and, with the assistance of Hemson Consulting, developed the joint TIG Program. Following the passage of Bill 51 (which came into effect January 1, 2001}, the joint TIG Program was approved by Regional Council in June 2001, subject to Area Municipal concurrence. Implementation of this program is possible through the approval of this CIP. 4.1 Program Descrjpfion A TIG is a gran# provided to a landowner (or assignee} equal to the full amount, or a portion of the amount of the tax increase (or increment} in City and Regional property taxes after a property is reassessed. The tax increment is calculated using the change in current value assessment following the completion of the remediation & redevelopment of the property. The increase in taxes, or tax increment, is based on the estimated increase in the Kitchener and Regional portions of property taxes and is calculated by subtracting the Kitchener and Regional portion of property taxes before reassessment (pre-remediation & redevelopment) from the Kitchener and Regional portion of property taxes after reassessment (post-remediation & redevelopment}. The difference in taxes, or the increment, is used to provide a grant to the developer for eligible casts associated with environmental remediation. The amount of the TIG will equal up to 100% of the City of Kitchener and Regional tax portion of property taxes per year for a maximum of ten years or the total of all grants, loans and tax assistance provided equal the cost of remediating the lands and buildings, whichever occurs first. Calculation of the tax increment grant will occur only after the site has been assessed post-remediation & redevelopment by the Municipal Property Assessment Corporation (MPAC). The TIG will commence in the first year following receipt of the post-remediation & redevelopment assessment from MPAC. The tax increment does not include assessment increasesldecreases in municipal taxes due to a general tax rate increaseldecrease, or a change for any other reason. The TIG also does not exempt property owners from City of Kitchener or Regional taxes owing prior to, during, and after the remediation and redevelopment is completed. The total of all grants, loans and tax assistance cannot exceed the cost of remediating the lands and buildings net of any other government financial assistance received by the applicant for remediation Applicants who are approved for a joint TIG would be required to enter into a legal agreement with the City of Kitchener and the Region. Applicants may include registered owners or assessed owners of lands and buildings within the community project area, and to any person to whom such an owner or has assigned the right to receive a grant or loan who will be responsible for site remediation. For the purposes of this program a "site" consists of one or more parcels that are part of the brownfield redevelopment project for which the TIG application is being made. The Applicant responsible for the remediation does not necessarily need to be the same as the developer who will undertake the redevelopment of the site. The legal agreement will set out the terms and conditions of payment, obligations of the municipalities and applicant(s), and the defaults and remedies. The terms of the TIG are at the discretion of City of Kitchener andlor Regional Council. For sites which are of exceptional size or complexity, involve phased development, or for those that will involve very lengthy remediation, the TIG payments and schedule may be set on a case by case basis. Amendments to this program will be carried out as per Section 28(5) of the Planning Act, X990, in the following cases: 8 • A change or expansion in the geographic area to which financial or land programs outlined in this CIP apply; • A change in the eligibility criteria; • the addition of new municipal assistance programs involving grants, loans, tax assistance or land; and or • An increase to a financial incentive to be offered within a CIP program. 4.3 Whaf is a Rernediated Brownfield? Many municipalities have developed a working definition for the term "brownfield" to assist in the implementation of financial incentive programs. Brownfields have most commonly been defined as sites which are abandoned, vacant or underused where redevelopment is complicated by real ar perceived environmental contamination. In developing a definition for the joint TIG Program, the Brownfield Financial Incentives Committee developed aperformance-based definition that must be met before any TIG agreement is finalized. As only brownfield sites that have been remediated and redeveloped would be eligible to receive TIG funding, the term "remediated brownfield" has been defined as follows: "A property which contained environmental contamination either in the ground or buildings due to the operational activities of a previous land use, where the extent of the contamination rendered the property vacant, under-utilized, unsafe, unproductive or abandoned, and for which a Record of Site Condition has been filed. " It is recognized that some brownfield sites will not meet this definition at the time of the initial TIG application because site remediation is not yet complete. Only once the City of Kitchener and Region of Waterloo receives acknowledgment from the Ministry of the Environment that the RSC has been filed, will the brownfield site be considered "remediated". This condition is a prerequisite before the legal agreement outlining the TIG payments and scheduled can be finalized and any payments issued. 4.4 Eligibility Requirements To be eligible for the joint TIG Program, all of the following criteria must be met: 1. The site must be located within the designated City of Kitchener Community Improvement Project Area; 2. The applicant must be the registered owner of the site or the assignee of the owner and must demonstrate clear title and responsibility for the land at the time the TIG is approved by City of Kitchener and Regional Council; 3. The applicant cannot be responsible for causing the on-site contamination that requires remediation; 4. The remediation and redevelopment undertaken. must result in a minimum increased property assessment value of $100,000; 5. The Phase I and Phase ll Environmental Site Assessments must be completed by a "Qualified Person" as defined by Ontario Regulations 153104 before a TIG application can be submitted; 9 6. Redevelopment plans must meet all approved policy and should comply, where feasible and appropria#e, with applicable design guidelines; 7. The site must not be in a position of tax arrears or have any other outstanding municipal financial obligations; and 8. Application far a Tax Increment Grant must be made prior to the issuance of a building permits}for the redevelopment. Exceptions will be considered in cases where a building permit was issued after March 1, 2008 but before the corresponding Area Municipal Community Improvement Plan authorizing the joint Tax Increment Program was established. 4.5 Eligible Costs Eligible brownfield remediation costs shall include: 1. Phase I Environmental Site Assessments; 2. Phase II Environmental Site Assessments (excluding any portion already funded by the Region of Waterloo under its Phase ll ESA Grant Program}; 3. Environmental remediation work identified in a remediation work plan, excluding work completed more than 12 months prior to the filing of an application. Remediation work would include, but is not limited to: a) Remedial work plans; b) Risk assessments; c) Environmental Rehabilitation; d} Disposal of contaminated soil; e} Placing of clean fill and grading; and f} Building demolition related to remediation. 4. Indirect Remediation Costs to a maximum of 10% of eligible brownfield remediation costs. Such indirect casts related to remediation can include planning fees, legal costs, financing costs associated with remediation, insurance premiums, assessment estimates, and the preparation of Record of Site Condition; The applicant must provide estimates, prepared by qualified professionals, of the cost of remediating the site to permit the filing of a Record of Site Condition, the cost of complying with any certificate of property use issued under the Environmental Protection Act, and the cost of any proposed building conversion or rehabilitation proposal, all of which must be prepared by a qualified professional. The City and Region reserve the right to independently audit the actual costs at the expense of the property owner. Note that TIGs are not intended to cover any redevelopment costs. 4.6 Duration of TIG Program The Brownfield Financial Incentive Pilot Program that was approved by Regional Council in October 2006. Development of the joint TIG program became possible on January 1, 2001 when Bill 51 came into effect allowing for the participation of the Region in Area Municipal Community Improvement Plans. The join# TIG Program will commence on or after the approval of this or any other appropriate Area Municipal CIP which provides funding for brownfield remediation and redevelopment and allows for Regional participation. Regional Council allocated a budget of 2.5 million dollars to fund the 10 Brownfields Financial Incentives Pilot Program in the 2006 budget. Once these funds have been ex ended or committed, Regional Council may elect to extend the Regional participation in the joint p TIG Program as it deems appropriate, subject to the availability of funding as approval by Council. Year 1 of the TIG Program will be defined as the first calendar year that taxes are paid by the property owner(s) after the project is completed ~i.e. after the site has been assessed by MPAC post- remediation & redevelopment). The City of Kitchener may discontinue its participation in this joint TIG Program at any time without an amendment to this Plan. Any participants in the program prior to its cancellation will continue to receive the gran# payments as approved by City of Kitchener Council. The Region may discontinue its participation in the joint TIG Program at any time without an amendment to this Plan. Any participants in the program prior to its cancellation will continue to receive the grant payments as approved by Regional Council. 4.l Program Adminrsfrafion 1. All TIG Program applications shall be submitted to the respective Area Municipality in which the brownfield site is located, prior to the issuance of the applicant's first building permit. Exceptions will be considered in cases where a building permit was issued after March 1, 2008 but before the corres onding City of Kitchener Community Improvement Plan authorizing the joint Tax p Increment Program was established or amended. Applications can be submitted at any point rior to or during remediation. In the case where there has been a Community Improvement p Plan that s ecified the intent to promote brownfield remediation and redevelopment in place for p Ion er than one year, costs incurred within the 12 months prior to an application will be 9 considered an eligible cost. Where no such previous Community Improvement Plan existed, onl costs incurred after the Community improvement Plan comes in to effect will be considered Y an eli able cost. Applicants are encouraged to consult with the City of Kitchener and Regional g staff prior to submitting the application. 2. Such applications shall include: • A Phase l and Phase it Environmental Site Assessments and estimates for the eligible remediation casts, to be completed by a "Qualified Person" as defined by Ontario Regulation 153104; • A project description and redevelopment plans; • A Remedial Work Plan andlor Risk Assessment which includes a work plan and cost estimate com leted by a "Qualified Person" of the action to be taken to address the p contamination; and • An other details as may be required to satisfy the City of Kitchener and the Region of Y Waterloo with respect to the pre-remediation & redevelopment assessment value, estimated eli able costs and conformity of the project with the Community Improvement 9 Plan. The City of Kitchener and the Region reserve the right to obtain an independent third party to review the proposed costs, at the expense of the applicant. 3. The TIG Pro ram a placation will be reviewed by appropriate Kitchener and Regional staff to 9 p determine if it is complete. Once deemed to be complete, the application will be date stamped to establish the pre-remediation & redevelopment assessment date and cost eligibility date. 4. The TIG ro ram a placation is reviewed for eligibility by the Area Municipality and the Region. p g p ~ ~ ~ ~ ~ an estimate of If the TIG Program eligibility requirements are met, Kitchener Staff will prepare the annual TIG a ments Kitchener and Regional portions) and payment schedule including pY 11 TIG reductions due to other assistance for brownfield remediation). Kitchener will forward the estimated TIG payment, schedule and recommendation to Regional staff for review. 5. Both Kitchener and Regional Councils will consider recommendation reports submitted by their respective staff and approve or refuse their portion of the grant. 6. All successful applicants will enter into a formal legal agreement (draft} with the City of Kitchener and the Region. The draft legal agreement will specify the terms and conditions of payment, obligations of the municipalities and applicant, and the defaults and remedies. If the applicant does not comply with all conditions of the T1G Program agreement and other relevant municipal requirements, all financial incentives, assistance and grant provided will be repaid to the City of Kitchener and Region with interest. 1. U on completion of the site remediation, the applican# will file a Record of Site Condition with p the Ministry of the Environment ~MOE}. The applicant will provide a copy of the MOE's acknowledgement and Record of Site Condition to the City of Kitchener. 8. The a plicant will provide invoices of all eligible costs in relation to site remediation to the City of p Kitchener. The City of Kitchener will forward copies of the invokes and the M4E's acknowledgement of the RSC to the Region. This must be completed before the site is considered a "remediated brownfield" and the legal agreement can be finalized. 9. Once the project is complete and the property has been assessed by MPAC, the applicant will be issued a new tax notice based on the post-remediation & redevelopment assessment value. The a licant will submit the post-remediation & redevelopment assessment notice to The City pp of Kitchener. The City of Kitchener will forward the post-remediation & redevelopment assessment to the Region. 10. The actual annual and total TIG payments will be established by the City of Kitchener and the Re ion and the draft legal Agreement will be modified accordingly and then finalized. g 11. After the current property owners} has paid the taxes in full for one (1 } full year, the City of Kitchener will confirm that the property is not in a position of tax arrears or has any other outstanding municipal financial obligations and all other requirements of the TIG Program Agreement and CI P have been met. 12. The Cit of Kitchener will issue the first annual payment of the City of Kitchener and Regional y onions of the TIG to the applicant. The Region will reimburse the City of Kitchener for its p onion of the TIG payment. The current property owners} will pay. property taxes for the site at p its ost-remediation & redevelopment assessment value. Annual TlG payments continue as per p the payment schedule outlined in the final TIG legal agreement. 4.8 Monitoring The 'oint TIG Pro ram will be evaluated from time to time by Regional Council. The purpose of the j g the oafs of the CIP monitoring is to determine the effectiveness of the TIG Program in relation to g , identif Pro ram modifications as required, and assist Council in determining continuation of the TIG Y g Program. Monitorin the CIP ma lead to revisions to the Regional TIG Program through amendment to the Plan. g Y Chan es to the ro ram will be provided to the Minister of Municipal Affairs and Housing far information g p9 purposes only. 12 5.0 BROWNFIELDS FINANCIAL TAX INCENTIVE PROGRAM (BFTIP) 5.1 Program Description The Brownfields Financial Tax Incentive Program (BFTIP) is a provincial funding program that provides matching education property tax assistance to eligible brownfield property owners under section 365.1 of the Municipal Acf, 2009. Assistance provided through BFTIP is conditional upon, and is matched to, brownfield property tax assistance (tax cancellation or deferral) that is provided by a municipality. The property tax assis#ance provides for the exemption of up to 100 % of Kitchener taxes levied for the period immediately following the approval of the Property Tax Assistance By-Law and continuing during the Rehabilitation Period and Development Period. The BFTIP applies only to eligible properties and is subjec# to Ministry of Finance approval for the education portion. The Timing and conditions that apply to the matching educa#ion property tax assistance may vary from those for the municipal property tax assistance. Further, the amount of tax assistance provided will be determined during the Application Phase to ensure that the value of the tax exemption does not exceed rehabilitation costs over a time period specified by the Property Tax Assistance By-Law. The Municipal Act, 2009 and the BFTIP requires the following: • That tax assistance be suspended for a subject property where a landowner has not paid all of the taxes on a subject property for the previous years in the Rehabilitation and Development Periods (subject to any specific exceptions provided for in the Property Tax Assistance By-Law or in a Brownfields Site Agreement under the by-law}; • That the tax assistance becomes liable for payment in full, with interest, for all tax assistance granted during the Rehabilitation and Development Periods for the property, where the landowner defaults on the Property Tax Assistance By-Law or the Brownfields Site Agreement requirements; • That landowners file with the City of Kitchener an annual update of the reporting on the environmental contamination, the rehabilitation activities, the estimated costs, and the time estimates outlined under Ontario Regulation 214/04 of the Municipal Ac! 2009; and • That the City of Kitchener forward the annual update to the Minister of Finance within 30 days of the anniversary of the start date of the tax assistance. The City of Kitchener portion of the property tax assistance will terminate on the date that the Occupancy Period begins or such earlier period otherwise stipulated in the municipal Property Tax Assistance Sy-Law. 5.2 What is a Brownfield? For the purposes of this Provincial Program, a brownfield is defined as: A property which contains environmental contamination either in the ground or buildings due to the operational activities of a previous land use, where the extent of the contamination rendered the property vacant, under-utilized, unsafe, unproductive or abandoned. 5.3 Eligibility Requirements To be eligible for this program, the following requirements must be met: 13 • A phase two environmental sites assessment was conducted for the property; • A record of site condition ~RSC) cannot be filed for the property because it does not meet certain Environmental Protection Act standards the standards listed in clause (b} of the definition of "eligible property" found in subsection 365.1 of the Municipal Act}; • The property is included in a community improvement project area for which a Community Improvement Plan, with tax assistance provisions contained in the plan, is in effect. 5.4 Eligible Costs Eligible Cost for provincial matching education property tax assistance are: • Any action taken #o reduce the concentration of contaminants on, in, or under the property to permit a Record of Site Condition (RSC} to be filed; • Compliance with any Certificate of Property Use issued under the Environmental Protection Act; • Environmental consultant fees; andlor • Property insurance during the remediation period. 5.5 Duration of BFTIP Program Matching education property tax assistance may be granted for up to three years, and will begin from the commencement date for municipal tax assistance as stated in the specific Kitchener tax assistance by-law. Matching education property tax assistance may be extended for an eligible property if the municipality applies to the Ministry of Municipal Affairs and Housing for the extension of that assistance before the matching education tax assistance ends for the property. In addition, the matching education portion of the tax assistance will end in relation to an eligible property if: • The eligible property is severed, subdivided, sold or conveyed at any time after the owner makes application to the municipality under subsection 365.1 ~8} of the Act; or • The owner of the eligible property fails to meet any legal requirements that applies to the owner or to the property in connection with municipal or matching education property tax assistance including without limitation any conditions in a municipal tax assistance bylaw that apply to the owner or to the property in connection with municipal or matching education property tax assistance. 5. fi Program Administration a} Municipal Portion of Property Tax Assistance The municipal portion of the property tax assistance is limited to the Rehabilitation Period and Development Period of the project. This BFTIP assistance is to be implemented for eligible properties prior to the implementation of the joint Area Municipal and Regional TIG Program. The municipal portion of the property tax assistance will be undertaken in accordance with the provisions of Section 365.1 (1} of the Municipal Act, 2001. The municipal portion of the property tax assistance may start at the beginning of the Rehabilitation Period and run for a period specified by Council in a by-law, but shall not extend beyond the time periods outlined in Section 365.1(1 } of the Municipal Act, 2001, or as outlined in the relevant by-law. The purpose of this tax assistance element is to give financial relief to proponents early in the process as Remedial Work Plans and land use planning proposals are being prepared and implemented. 14 b) Regional Portion of Property Tax Assistance The Region of Waterloo may match the Area Municipality's tax assistance provided to a property owner through the Region's portion of the property's tax. Participation in an Area Municipal Tax Assistance program must be established by way of a resolution by Regional Council. The Area Municipality must include a copy of the Regional Council resolution as part of any BFTIP application, made on behalf of the property owner, to the Ministry of Municipal Affairs and Housing. c) Education Portion of Property Tax Assistance The Ministry of Finance may match the municipality's tax assistance provided to a property owner through the education portion of the property's tax. The exemption may commence at the start of the Rehabilitation Period, and continue through the Development Period, for a maximum time period as defined in the relevant by-law, and subject to Program and termination requirements established by Section 365.1(1) of the Municipa! Acl, 200. The educa#ion portion of the property tax assistance. must be applied for specifically to the Ministry of Municipal Affairs and Housing prior. to any Council by-law approval. The education portion of the property tax assistance may be delivered on a different timetable from the municipal portion of the property tax assistance for the given property. The conditions imposed by the Minister of Finance for the education portion of the property tax assistance under Section 365.1 of the Municipa! Act, 20D~ may differ from those outlined in this CIP. 6.0 APPENDIX-Notices and Minutes Notice of Public Hearing of City Council Development and Technical Services Committee -May 23rd, 2008 Waterloo Region Record • Minutes -Public Hearing of City Council Development and Technical Services Committee, June 16, 2008" PASSED atthe Council Chambers in the City of Kitchener this day of A.D. 2008. Mayor Deputy Clerk APPENDIX "C" • Public & Agency Circulation and Responses • Minutes of Roundtable Discussion Forum • Minutes of the Economic Development Advisory Committee in August 22, 2001 • Minutes of the Kitchener DTS Committee in Septem-ber 24, 2001. 4 rage ~ a~ L Terry Boutilier From: Terry Boutilier Sent: Thursday, April 03, 200812:19 PM To: Jeff Willmer; Alain Pinard; Tina MaloneWright; Rod Regier; Silvia Wright; Hans Gross; Kathy Weiss; Grant Murphy; John McBride; Mike Selling; Peter Wetherup; Lesley MacDonald; Dan Chapman; Joyce Evans; Bell -Daniel Steffler (daniel.steffler@bell.ca}; Bell -John La Chapelle (rowcentre@bell.ca}; Bell - Nicholas Muza (nicholas.muza@bell.ca}; GRCA -Samantha Lawson (slawson@grandriver.ca}; GRCA -Shari Muscat (smuscat@grandriver.ca}; Hydro One - Laura Giunta (laura.giunta@hydroone.com); K-W Hydro -Bruce McKague (bmckague@kwhydro.on.ca}; Kevin Eby; Brooke Lambert @ Region ;Wendy Fisher @ Region (fwendy@region.waterloo.on.ca}; Dwayne Evans @MMAH (London) (dwayne.evans@mah.gov.on.ca}; Bruce Curtis; Mayor's Office -Council; Marcia Wallace @MMAH (marcia.wallace@mah.gov.on.ca}; shawn.parry@ontario.ca Subject: Proposed Kitchener Brownfield Community Improvement Plan Amendment Attachments; Region of Waterloo - Kitchene Brownfield CIP 2008.DOC To: All Agencies, RE: Proposed Region of Waterloo -Kitchener Brownfield Community improvement Plan 2008 Amendment City Initiated City Wide The City of Kitchener's current Kitchener Brownfield Community Improvement Plan has been in operation since November, 2003. The Program provides a financial incentive in the form of Tax Incremental Financing (TIF} to encourage private industry to cleanup (remediate} and re-use contaminated properties for more productive urban uses. Since 2006, Staff have been working closely with the Region of Waterloo and sister municipalities to form one Brownfield Program which all regional municipalities can use. We previously presented the features of the new Program to the Economic Development Advisory Committee in August, 2001 and the Development and Technical Services Committee in September, 2001. The features are; 1, Tax Incremental Grant (TIG}which includes both the City' and the Region's portion of the Property Tax Bill, whereas our current Program only includes the City of Kitchener portion. 2. An administration process modelled after the City of Kitchener Program, allowing both City and Regional Staff and Councils involvement with each application. 3, A comprehensive grant formula which accounts for all other credits (such as Development Charge credits and Study Grants}. 4. Better coordination between City and Regional efforts to promote clean up. To implement the new Program, the City of Kitchener needs to amend its existing Community improvement Plan, pursuant to Sections 28 and 1l of the Planning Act. Attached please find a copy of the Draft "Region of Wa#erloo - Ki#chener Brownfield Communi#y Improvemen#P~an 2008", for your review and comment. Please send any comments to me, either in writing or by email, at the following addresses. Written comments received prior FRIDAY, APRIL 25, 2408 will be considered in the formulation of our Staff Report. Persons or public bodies may attend the Public Meeting and make written andlor verbal representation in respect of the proposed policies. If a person or public body does not make oral submissions at this public meeting or make written submissions to the City prior #o the approval of the policies, the Ontario Municipal Board may dismissed future appeals 5/8/2008 rd~,C~u~L A public meeting will beheld by the City's DEVELOPMENT and TECHNICAL SERVICES COMMITTEE, a Committee of Council which deals with Planning Matters on MONDAY, JUNE 16TH, 2048 AT 1:00PM IN THE COUNCIL CHAMBERS, 2nd FLOOR, CITY HALL, 200 KING STREET WEST, KITCHENER. If ou have any questions or require further clarification regarding this Amendment, please feel to contact me at Y 74~-23a3. Terry Boutifier Senior Business Development Officer & Brawnfiel~ Co-ordinator City of Kitchener City Na11 200 King Stree# West PO Box 1118 Kitchener, Ontario N2G 4G7 p.519-741-2303 f, 519-741-2722 c.519-591=4355 ter .bou#ilier cit .ki#chener.on.ca 5/8/2005 rage ~ ~1 ~ Terry Boutilier From: Terry Boutilier Sent: Thursday, April 03, 2008 2:53 PM To: 'dbradshaw@myneighbour.org'; 'hayward@kw.igs.net'; 'wstewart@golden.net'; 'karen.taylor- harrison@sympatico.ca'; 'corbettdb@hotmail.com'; 'cfna@bellnet.ca'; 'sherrygross2003@yahoo.ca'; 'cpna@rogers.com'; 'danbev@rogers.com'; 'adeline@sympatico.ca'; 'johnduff@rogers.com'; 'davishess@sympatico.ca'; 'daniel_glenn- graham@wsib.on.ca'; 'adeline@sympatico.ca'; 'president@fhcakitchener.ca'; 'dilysmiehm@hotmail.com'; 'pabassin@sympatico.ca'; 'jchapman@ctg.queensu.ca'; 'highlandstirling@bellnet.ca'; 'nicole_smith_794@hotmail.com'; 'lorickrjp@rogers.com'; 'trudy@waterlooregion.org'; 'gbender@on.aibn.com'; 'bob@rmccoll.com'; 'ahastie750@rogers.com'; 'janicefarr@rogers.com'; 'sherriegrise@hotmail.com' Subject: Proposed Kitchener Brownfield Community Improvement Plan Amendment Attachments: Region of Waterloo - Kitchene Brownfield CIP 2008.DOC To: All Kitchener Neighbourhood Associations, RE: Proposed Region ofWaterloo -Kitchener Brownfield Community Improvement Plan 2008 Amendment City Initiated City Wide The Cit of Kitchener's current Kitchener Brownfield Community Improvement Plan has been in operation since v November, 2003. The Program provides a financial incentive in the form of Tax Incrementa! Financing ~TIF} to encoura a rivate industry to clean up ~remediate) and re-use contaminated properties for more productive urban 9p uses. Since 2006, Staff have been working closely with the Region of Waterloo and sister municipalities to form one Brownfield Pro ram which all regional municipalities can use. We previously presented the features of the 9 new Pro ram to the Economic Development Advisory Committee in August, 2007 and the Development and g Technical Services Committee in September, 2007. The features are: a, Tax Incremental Grant (TIG}which includes both the City' and the Region's portion of the Property Tax Bill, whereas our current Program only includes the City of Kitchener portion. 2, An administration rocess modelled after the City of Kitchener Program, allowing both City and Regional p Staff and Councils involvement with each application. 3. A com rehensive grant formula which accounts for all other credits such as Development Charge credits P and Study Grants}, 4, Better coordination between City and Regional efforts to promote clean up. To im lementthe new Pro ram, the City of Kitchener needs to amend its existing Community Improvement Plan, p g pursuant to Sections 28 and 17 of the Planning Act. Attached lease find a copy of the Draft "Region of Waterloo -Kitchener Brownfield Community p lm rovement Plan 2008", for your review and comment. Please send any comments to me, either in writing or p b email at the following addresses. Written comments received prior FRIDAY, APRIL 25, 2008 will be Y t considered in the formulation of our Staff Report. Persons or ublic bodies may attend the Public Meeting and make written andlor verbal representation in respect p of the ro osed olicies. If a person or public body does not make oral submissions at this public meeting pp p or make written submissions to the City prior to the approval of the policies, the Ontario Municipal Board may dismissed future appeals. 5/8/2008 ra~c~~l~ A public meeting will beheld by the City's DEVELOPMENT and TECHNICAL SERVICES COMMITTEE, a Committee of Council which deals with Planning Matters on MONDAY, JUNE 16TH, 2008 AT 7:04PM IN THE COUNCIL CHAMBERS, 2nd FLOOR, CITY HALL, 200 KING STREET WEST, KITCHENER. if you have any questions or require further clarification regarding this Amendment, please feel to contact me at 741-2303. Terry Boutilier Senior Business Development Officer & Brownfield Co-ordr'nator City of Kitchener City Ha!! 240 King Street West PO Boer 1118 Kitchener, Ontario N2G 40T p.519-T41-2303 f. 519-T49.2122 c.599-599-4355 terr .boutilier cit .kitchener.an.ca 5/8/2008 rage ~ o~ L Terry Boutilier From: Terry Boutilier Sent: Thursday, April 03, 2008 3:41 PM To: Tracey DeVille Subject: Proposed Kitchener Brownfield Community Improvement Plan Amendment Attachments: Region of Waterloo ~ Kitchener Brownfield CIP 2008.DOC To: All Members Kitchener Economic Development Advisory Committee, RE: Proposed Region of Waterloo -Kitchener Brownfield Community Improvement Plan 2008 Amendment City Initiated City Wide The City of Kitchener's current Kitchener Brownfield Community Improvement Plan has been in operation since November, 2003. The Program provides a financial incentive in the form of Tax Incremental Financing (TIF} to encourage private industry to cleanup (remediate} and re-use contaminated properties for mare productive urban uses. Since 2006, Staff have been working closely with the Region of Waterloo and sister municipalities to form one Brownfield Program which all regional municipalities can use. We previously presented the features of the new Program to the Economic Development Advisory Committee in August, 2001 and the Development and Technical Services Committee in September, 2007. The features are: 1. Tax Incremental Grant (TIG}which includes both the City' and the Region's portion of the Property Tax Bill, whereas our current Program only includes the City of Kitchener portion. 2. An administration process modelled after the City of Kitchener Program, allowing both City and Regional Staff and Councils involvement with each application. 3. A comprehensive grant formula which accounts for all other credits (such as Development Charge credits and Study Grants}. 4. Better coordination between City and Regional efforts to promote clean up. To implement the new Program, the City of Kitchener needs to amend its existing Community improvement Plan, pursuant to Sections 28 and 1l ofthe Planning Act. Attached please find a copy of the Draft "Region of Waterloo -Kitchener Brownfield Community Improvement Plan 2008", for your review and comment. Please send any comments to me, either in writing or by email, at the following addresses. Written comments received prior FRIDAY, APRIL 25, 2008 will be considered in the formulation of our Staff Report. Persons or public bodies may attend the Public Meeting and make written andlor verbal representation in respect of the proposed policies. If a person or public body does not make oral submissions at this public meeting or make written submissions to the City prior to the approval of the policies, the Ontario Municipal Board may dismissed future appeals. A public meeting will be held by the City's DEVELOPMENT and TECHNICAL SERVICES COMMITTEE, a Committee of Council which deals with Planning Matters on MONDAY, JUNE 16TH, 2008 AT 1:00PM IN THE COUNCIL CHAMBERS, 2nd FLOOR, CITY HALL, 200 KING STREET WEST, KITCHENER. if you have any questions or require further clarification regarding this Amendment, please feel to contact me at 1'41-2303. 5/8/2008 Ministry of Municipal Affairs and Housing Municipal Services Office - western 659 Exeter Road, 2"d Floor London ON N6E 1 L3 Tel. (519} 873-4020 Toll Free 1-800-265-4736 Fax X519} 873-4018 April 28, 2008 Ministers des Affaires municipales et du Logement Bureau des services aux municipaiites - region de I'4uest 659, rue Exeter, 2~ a#age London oN N6E 1 L3 Tel, X519} 873-4020 Sans frail 1800 265-4736 Telec X519} 873-4018 Mr. Terry Boutilier Senior Business Development Office & Brownfield Co-ordinator City of Kitchener City Hall 200 King Street west P.4. Box 1118 Kitchener, ~N N2G 4G7 Dear Mr. Boutilier, r~~ ~r" Ontario Re: Proposed Amendments to Brownfield Community improvement Plan Cit of Kitchener Re Tonal Munici alit of waterloo Thank you for your recent circulation of the above-noted matter. It is understood the purpose of the proposed amendments to the City of Kitchener Brownfield Community Improvement Plan is to implement features of a new Brown#ield Program developed by the Region of Waterloo and its local municipalities. More specifically, the amendments will integrate the Region of Waterloo's support #or brownfield remediation into the City of Kitchener's existing Brownfield Community Improvement Plan. As a result of changes made to Section 288} of the Planning Act and Section 365.1 of the Municipal Actand provided community improvement policies exist in the official Plan, municipalities are no longer required to submit community improvement plans, or amendments to the Ministry for approval. However, municipalities are still required to pre-consult with the Ministry prior to adoption has per ss. 28 ~5) of the Planning Act}. As you are aware, Ministry staff have been working with the Region of Waterioo and a brownfield working group comprised of local municipalities, in developing a brownfield community improvement plan template. The template was developed for the purposes of encouraging brownfield remediation and redevelopment in the Region of Waterloo, including the implementation of joint municipal and Regional tax increment equivalent grant programs. The template also implements a Brownfields Financial Tax incentive Program ~BFTIP~. As discussed, it is understood the proposed amendments to the City of Kitchener's Brownfield Community Improvement Plan will be changed to reflect the most recent version of the Brownfield Community Improvement Plan template which was developed by the brownfield working group, in consultation with Ministry staff. The most recent version of the template was shared with the Ministry in an email dated April 18, 2008. 1t is understood the Region of Waterloo will be sharing this version of the template with all of the local municipalities, including the City of Kitchener, an the basis that the proposed amendments to the City of Kitchener Brownfield Community Improvement Plan incorporates the brownfield template and further, that no new policies or programs are added to the City of Kitchener Brownfield Community Improvement Plan which are not part of the brownfield template, the Ministry has no comments. I trust this is satisfactory. If you have any questions or comments, please telephone me at X519) 873-4695. Sincerely, ~. ~ ,~ Dwayne Evans Planner MSO-Western c.c Janice Willis, Senior Municipal Finance Advisor, MAH Saifullah Sumbal, Municipal Government Advisor, MAH Carol Healy, Policy Advisor, MAH Marcia Wallace, Brownfields Coordinator, MAH BROWNFIELD ROUNDTABLE DISCUSSION FORUM FLIP-CHART PINTS FEBRUARY 8, 20Q6 ATTENDEES FLlP CHART P4~NTS The followin numbered points are reproduced directly from the flip-chart used at the g , Brownfield Roundtable Discussion Forum. Bullets have been added to better explain some of the points, 1. Public unaware • There is a general lack of awareness about the complexities of site contamination, and opportunities to clean it up. Z. Not enough money • Depending on what type of sites and projects maybe addressed by an incentive program, $2.5 million may not be enough to make a difference, 3. Coordinated package • A ran e of incentives, administrative streamlining, and more flexible standards g should be included in a program to address brownf fields 4. Community leadership • The municipality's effort should gain sufficient publicity so as to communicate its intent to redevelop brownf fields 5. Too much red tape 6. Pre-approval Jpre-zone sites • Anything that can be done proactively topre-approve development at candidate sites would help by enhancing certainty and reducing timelines ?. Adjacent infrastructure -proactive • Public investment in works and aesthetic improvements adjacent to brownf field sites would help in marketing the neighbourhood 8. Site owners think sites are worth mare, but cleanup costs uncertain • Current owners of Brownfield sites have inflated opinions of their land price, and are unaware of the complexity of the contamination issue 9. Regulatory risk • The standards keep changing, and liability for past owners continues 10. How to carry residual land after phase 1 of project -banker's perspective 11. How are relationships with development partners organized • As part of the Brownfield program, what will be the relationship between the Region and the developer? 12. Experience J track record of developer should be criteria for approval • Region should go with experience 13. Training J accumulated experience implications of # 12 • But how will interested developers gain experience if only those who already have it are chosen... 14. Broaden geographic area -regional perspective. (Money already available} • The area municipalities already have money on the table for brownfields. ~Uhat will be Regional priority? Should include entire area. 15. All about the money 16. Banks J financial institutions won't lend till RSC, especially domestic lenders • Seems that Canadian lenders are more conservative that foreign counterparts 17. Due diligence costs should be eligible • Costs to determine whether a project is viable are themselves an impediment. A brownf field incentive program should cover this exploratory stage 1 S. "Science" rocess long and uncertain, and then still not sure what's underground --> p ?~ • Discovery of contamination is not an exact science. Although problem may seem to be defined, continued investigation may find new issues. Creates expensive risks 19. Continuing legal liability for consultants ~ owners • Environmental consultants are averse to signing-off on remediated sites due to fear they will be liable for future problems if found 20. Publicly funded report should be public info BUT confidentiality concerns • If the Re ion's funding a study, should it gain access to the results possibly g allowin for ublic disseminations?However, this is sensitive data that affects g p property values 21. Fragmented ownership limits environmental investigations • Contamination movement underground does not respect property lines. Assessin the source and extent of contamination requires cooperation with g neighbours 22. Education of development community • Develo ers are not aware of complexities of contamination either... p 23. Education of purchasers -will they buy? • When urchasers see RSC on title or other documents implying past or potential p health risks, will they still be interested in buying a condo ~ renting space? 2 . Definition of brownfields~ narrow vs. broad <-- should be. There are `greenfield' sites 4 considered possibly contaminated due to adjacent use • Contamination issues may be hard to define; authorities often regulate in a conservative manner. Therefore, eligibility for incentives should be flexible 25. Front end $ • All agree, money is needed up front 26. Estimated 6 proposals in 1 years -Royal Bank. Hurdles outweigh incentives 27. Banks learning more about risk assessment over time 28, Coordinated a roach among levels of government, agencies, private interests (i.e, pp rail} 29. Market uncertain plus incentives that pay later are bad mix • Re ion should work to compensate for uncertainty in early stages of project to get g the development off the ground 30. Money is in rehabilitation • The ma'or costs of a brownfield site are in the remediation, as opposed to l environmental studies 31, Region buy space in projects? • Suggestion that region could buy housing units or space in projects as one way to assist redevelopment 3 2. Reduced rate to deliver f ill to landfill and relaxed standards • '~ A lot of talk centred on the cost of disposing contaminated--but non-toxic - fill. Dis osal of soil is a significant cost that could be reduced with better, p coordinated management at a regional scale 33. MoE: - makes no sense - rules keep changing - rules are inconsistent - onerous process - timelines too long - contributes to lender uncertainty rance remium on brownfield site deducted from property tax -- or make eligible 34. Insu p cost • Cost ca in insurance can be purchased to guard against future Liability. Pp g Insurance premiums should be covered by a brownf field program. 35. Cost cap insurance. Is cost effective with pool of sites • Region might be able to put together a portfolio of sites 3b. Criteria should consider whether delay for public health may occur 4redevelopment versus rehabilitation) 37. Spend money to determine consequences of contamination Studies generally focus on presence of contamination, without accounting for whether the contamination is truly a health concern for the proposed use 38. Coordinated policy on approvals 39. No standard process for brownfields, like greenfields -time, rules, awareness At each development approval stage, brownfields run into unique issues unlike greenfields which follow an established procedure 40. Target developers interested in core -not only experienced Inex erienced developers with goals that are consistent with regional objectives p should be chosen -not only developers with a track record. Developers specializing in greenfields may not want to do inner city projects. 41. $2.S million not enough. Ma~_y buy k~ dge,• KNGwLEDGE MAY MAKE SOMETHING HAPPEN • Send the move on investigations, training, and improved procedures. Spending p y it on redevelopments will not achieve as much with the given funding 2. ether sources of risk from existing buildings unrelated to contamination: designated 4 substances; structural remediation Brownfields are not only risky due to contamination. They often have other sources of uncertainty as well -like reuse of structurally unsound old building 43. Size of site influences effectiveness ~ economy of incentive 2 million for a lar a site maybe drip in the bucket, but $200,000 for a small site $ g may be a signif icant contribution 44. Soil management, storage for future use, utilize elsewhere 45. Collective soil waste facility among municipalities 46. PROBLEM IS UNCERTAINTY. UNI~NC~VN REQUIREMENTS FCR CLEANUP 4?. RSC on title is impediment 48. Make costs as fixed as possible -liability transfer 49. Enli hten people, people not aware - do PILOT PRG~ECT at actual site that gains g publicity 50. Region can learn through taking risk and doing a development • It would be instructive, as well as make a public statement, for the Region to carry out its own project in cooperation with developers and consultants 51. DC reduction brought people to sites that wouldn't have been looked at 5Z. Issue building permits before MBE approval. I.e., below-grade permit, above-grade later. Occupancy after MBE approval. • Be flexible at intermediate steps -many little helps add up to a lot 53. Current owners use DC program, other incentives, as negotiating leverage on price. MATTER OF TARGETTING WHD GETS INCNETIVES WHEN J HOW • The recipient of the benefit from incentives is not always who it seems 54. Program must be set so tax advantage goes to developer or even consultant in condo J other change of ownership 55.Owners of land need to be educated on contamination issues 56. Region should have Brownfield award 5 ? .Educate; Developers - Consumers - Region J area tier staff - Public - Consultants 58. DEBATE: Look at variety -residential, nonresidential, different areas or concentrate on few • There were different opinions about whether many different types of projects throughout the region should be targeted, or the pilot project should target only a few projects 59. Make approval strict business decision • Whichever one achieves the most with respect to regional objectives should be chosen 60. Tie assistance to presales 61. Developers do value contribution to community goals 62. MUNICIPALITIES MUST BE WELL TRAINED TC DEAL WITH CQMPLEXITY 63. Lack of thorough review of application will generate negative publicity, bad faith 64. Pilot project may need champion 65. Edmonton pilot project: targeted 6 projects, got 3 or 4 responses 6b, Region should deal with perennial issues holding up bxownfield in particular cases, i.e. groundwater in Cambridge THEMES FRE~M STAKEHOLDER WORKSHOP Education ' of awareness and training regarding brownfield issues among the public, • There is a lack munici al staff, developers, consultants, site owners, and purchasers P ' inflated o inians about the value of their sites. They are not aware of the • Site owners have p costs and complications of dealing with contamination Administration ' oordinated a roach or ackage, including administrative streamlining, • $rownf fields reduire a c pp p ' ' centives trainin ,assistance with marketing, and a stable regulatory environment. f tnancial in g ' sto otential a licants from using a program. Timelines and • Too much red tape wail p p pp ad extended and the value of incentives are simply not worth it approvals are alre y • overnrnents need to co-ordinate their programs and procedures so as not to create G conflicting requirements ' inion re ardin whether money should be spent on only a few • There are differences of op g g ' read around there ion more evenly and on different types development show projects, or sp g • Size of the site impacts the effectiveness of incentives nfidentiali of environmental reports paid for with public funds • There ~s concern about the co ty • Fra rnented ownership can impede discovery of contamination g • MOE re lations are inconsistent and keep changing , ' ' • ' e' interest in ursuit of regional goals; financial stability; duality • Evaluation criteria. experienc , p am~ net fiscal benefit on'public accounts; size of site; severity of and experience of consultant to , contamination; geographic spread; Land use class • Regulations should be internally consistent • Standards should not change, once set. They should vest Risk there is continuin risk and liability for developers and consultants • Despite cleanup efforts, g involved with rehabilitating brownfield sites ' five with res ect to contaminated sites, especially Canadian bankers. • Financiers are conservat p ' f contamination continue, adding to risk more pollutants will be • Improvements to detection o found on the site in future ram should include some degree of risk transfer to increase the certainty of costs to Any prog the developer of risk be and contamination impact brownf fields ~ structural unsoundness of • ether sources y existing buildings and marketability) Incentives ' ' ion has set aside ma not be enough. However, the effectiveness depends • $2.5 million the Reg y on the size of sites targeted for incentives 'ves for brownfields should be delivered upfront, to help with rehabilitation expenses Incenti that occur at the beginning stages of development ' to retation should be given to Brownfield sites as well as the geographic area to Abroad to rp which an incentive program applies be considerable flexibility in defining the role and relationship of the • There should municipality in partnerships with the private sector ' overnment are used as negotiating leverage by site owners. The • Incentives offered by g neficia of incentives is therefore not always straightforward be ry ether ideas • A regional soil management system • Foaling of risk for cost effective insurance • Municipally-led developments • Eligibility for due diligence costs and insurance premiums • Pre-approval and pre-zoning of candidate sites ' the copse uences of contamination rather than only managing the • Policy should consider q presence of contamination ' has roundwater in downtown Cambridge, could be addressed • Perennial prablerns, suc g r • ' ect some incentives to consultants in designing a Brownfield program Dir ECONOMIC DEVELOPMENT ADVISORY COMMITTEE MINUTES Au ust 22 2001 Cit of Kitchener The Economic Development Advisory Committee rnet this date, chaired by Councillor Christina Weylie, the following members were in attendance: Steven Voll, Lawrence Bingeman, Adrian Conrad, Willy Heffner, Ian Cook, Glen Woolner, Bob Denton, Len Corker, A. Paul Singh, Mayor Carl Zehr The following people sent their regrets: Peter Benninger, Sherry) Petricevic, Howie Budd, Dan Piedra, Don Zehr, Mark Collins, Jahn Smola The following people were absent: Jeremy Auger, Staff in attendance: Kathy Weiss, Rob Morgan, Silvia Wright, Hans Gross, Janette MacDonald, Cory Bluhm, Brandon Sloan Approval of Minutes Minute approval was deferred to the September meeting. 1. Discussion Items T.1 Brownfield Discussion Terry Boutilier, Senior Business Development Officer & Brownfield Coordinator, was in attendance to provide a presentation and receive comments and recommendations from the Committee to bring forward to the Finance and Corporate Services Committee, Council and the Region of Waterloo. Brownfield Incentive Program.. Mr. Boutilier provided an overview of how the current program works and identified the fallowing changes to the program: - studies and remediation work but no redevelopment work, add administration costs - matching 50°lQ grant for Phase 2 ESA - reduction of development charge to equal remediation costs - combined region & city TIG - Payment use 100°/0 of region and city increment until paid or 14 years whichever comes first Mr. Boutilier did s ecif that there are no additional benefit to areas that are p Y exempt. t The Committee discussed the details of the new Regional Brownfield Program. The following was raised: - concern for current applicants not being included in the new program - need for a da#a base that identifies these lands (Committee was advised that to date only Quebec has a listing and that the City is unaware of contaminated sites until they are told about them} - have a timeline for the project sa Council can look at it again The Cammittee agreed that they would endorse the proposed recommendation to Council; however, only the following would be endorsed at this time; "That Kitchener's Economic Development Advisory Committee concur with the Proposed Joint. Regiona! -- Cr'fy Brawnfietds Financial lncenfive Pro ram as outlined in Region of Ul~aterloo Staff Report F-O1-0461P-O1- g 079" The Committee would like Mr. Boutilier to come back to discuss the further and details of the Cit endorsin the program and revising the current impact Y 9 policies. DEVEL~RMENT & TECHNICAL SERVICES COMMITTEE MINUTES SEPTEMBER 24 2~~7 - g~ - CITY C1= KITCHENER ?. CAU-g?- - PRU~C~~~~ JC~~IT ~~GICN-CITY BP~w~VF~~LD~ F~I~ANCIAL INCENTIVE PROGRAM The Committee considered Chief administrator's Office report DTS~07.043, dated September 15, 2001, outlining the Proposed Joint Regional -~ City Brownfie(ds Financial Incentive Program, subject to some further negotiations about calculation of the allowance for administrative costs and that all applications mast meet all adopted policy and design guidelines, Mr. Boutilier reported on ire progress made with respect to encouraging tf'~e Region of Waterloo to become Involved (n financial incentives for Brownfield redevelopment, He noted that this Council was inst~umer~a( in get~ng the legislation changed so that regional municipalities can partic'pate In these financial incentives. Mr. Boutilier then explained the new incentive program, and that more discussion with the Region is required on ~e calculation of administrative c~s~, and the desire that redevelopment plans meet all approved poky and design guidelines. Mr. Boutl(ier noted that one of the new advantages for a developer is that they will receive some of the financ'a(incentives in the early part of the process, He stated the intension that this program will be ready to start easy in 2008. Counal(or Smo(a moved the staff recommendation noting that the key benefit of this financial Incer~ive program is the fact that developers w'fl be able to access same of the funding at the beginning pf the process. Councillor Vrbanovic spoke In support of the motion no~ng that properties are being cleaned up and developed under this program that may never have been redeveloped ~'thout it, On motion by Councillor ~. Smola• It was ~esolvetl: "That the Proposed Joint Regional - Gity Brownfields Financial Incentive Program as autl~ned in Reg~vn of Waterloo ~ta~ Report F•O?•048(PM07~g7g be supported, subject t0 further discussion on the calculation of ~e allowance for administrative costs, and the requirement that all applica~ons must meet all adopted policy and design guidelines," aEVEL~PMENT & TECHNICAL SERVICES COMMITTEE MINUTES ,~~ SEPT~~IBER ~4, ~I~T - 9~ ~ CITY OP KI'~CI~IENER 8, ADJOURNMENT On motions the meeting adjourned at 8:20 p.m. Q. Gilchr'st Committee l~dministrator APPENDIX "D" DRAFT Tax Increment Grant (TIG) Program Process Chart Ste Details Res onsibiiit 1 A licant com letes Phase I and Phase II Environmental Site Assessments A licant 2 Provide Applicant with TIG Program Application and arrange apre- City consultation meetin with Cit and Re ion if re uired. 3 Submit complete TIG Program Application to City staff. The TIG Program Applicant application must include 2 copies of all supporting documentation (see section ~.3 4 City of Kitchener TIG Committee reviews the application and determines if it City (TIG is complete. Once it is determined that it is complete, the TIG Committee will Committee} date stamp the application to establish cost eligibility date. This date will be considered the "pre-remediation and redevelopment assessment date" in relation to the MPAC assessment information. 5 City forwards copy of application and supporting documentation to Region for city*** internal review of eli ibilit . 6 The City TIG Committee} and Region will review the application for eligibility Region TIG as per internal process. Review Committee} & City (TIG Internal Region review of the application for eligibility based on TIG program Committee} criteria. If the Region deems the applicant eligible, the application will move to step #9. 7 If the applicant is deemed ineligible by the City, the City will: City*** 1. Identify the reasons far ineligibility; ' ; and 2. Notify Region to consult and discuss possible recourse 3. Contact applicant to identify reasons for ineligibility and discuss next steps for resubmission. 8 If the applicant is deemed ineligible by the Region, the Brownfields Region Coordinator will: 1. Identify the reasons for ineligibility; d 2 ; an 2. Notify City to consult and discuss possible recourse 3. Contact applicant to identify reasons for ineligibility and discuss next steps for resubmission. 9 If deemed eligible by both the Region and the City, the City of Kitchener City Finance} Finance Division will obtain the pre-remediation & redevelopment assessment value of the property from MPAC based on the date the application was time- stam ed. 14 Based on the MPAC assessment, the City will estimate the amount of the City (Finance} annual TiG payments Regional and City portions} and payment schedule includin TIG reductions due to other assistance for Brownfield remediation . 1 At this stage it is expected that the Area Municipality will have determined their respective position on the TIG application. if the Area Municipal position differs from that of the Region, consultation betwe en the Region and the Area Municipality will occur, At this stage it is expected that the local municipality will have determined their respective position on the TIG application. If the Area Municipal position differs from that of the Region, consultation between the Region and the Area Municipality will occur. DRAFT Tax Increment Grant (TIG) Program Process Chart Ste - Details Res onsibiiit 11 City will forward TIG payment and schedule estimates and notification of the City *** City TIG Committee recommendation re. the application to Regional staff for 12 review. The City and Region will submit a report with the eligible TIG Program City (TIG Application to their respective City and Regional Councils, Each repor# will Committee)& include the following: Region • Staff recommendations}; (Brownfields • Background (location and description of property, contamination and Coordinator} remediation, existing and projected assessment, environmental expenses); • Financial Implications to the City of Kitchener and the Region (estimated TIG calculations, payment schedule}; • Area MunicipallRegional Staff position or recommendation on respective application and coordinationlcommunication to date; • Area MunicipaVRegianal Council decision (depending on respective report dates); • A roved Site Plan for Pro osed Develo meet. 13 City and Region Council will make a recommendation for approval or refusal City & Regional of their onion of the TIG. Council 14 The Applicant is advised of City and Regional Council's decisions. City (TIG If City and Region both approve their portion of the TIG, proceed to Step#15. Committee} & If one Council refuses the application, the following will occur: Region 1. Staff will clarify and respond to any concerns CitylRegional Council (Brownfields may have; Coordinator}*~* ~. Staff will identify a possible course of action that may address these concerns; 3. Staff will notify City (if Region} or Region (if City) of the issues; 4. Staff will notify the applicant and determine whether or not the issues can be resolved. 15 ADraft Tri-Partite Legal Agreement (Draft) is executed between the City, the City& Region Region and the Applicant outlining the terms and conditions of the estimated TIG, estimated annual TIG payments (Regional and City) and estimated total TIG Pro ram fundin Re Tonal and Cit . 16 A copy of the Draft Legal Agreement will be provided to the City's Finance City (Finance}*** Division, the Re ion and the A licant. 1l The Applicant engages the consultant(s) andlor contractors} to proceed with Applicant the site remediation work. 18 Upon completion of the remediation work, the Applicant files a Record of Site Applicant Condition with the Ministry of the Environment. The Applicant then provides 2 copies of the Ministry's acknowledgement and Record of Site Condition to the City. Two copies of a Record of Site Condition, certifying site remediation to appropriate contaminant levels according to Provincial criteria, must be submitted to the City and acknowledged by the Ministry of the Environment rior to commencin an develo mentor redevelo ment. 19 Cit forwards ca ies of Minist letter and RSC to Re ion. Cit *** DRAFT Tax Increment Grant (TIG) Program Process Chart Ste Details Res onsibilit 20 Applicant The Applicant obtains Building Permits} andlor other required permits from the City and commences development. • The Redevelopment Plan for the site must meet City of Kitchener policies and other approved documents; and • Ail improvements to buildings or land shall have been made pursuant to an approved Building Permit, and constructed in accordance with the Ontario Building Code, all applicable zoning requirements, and any conditions of Planning Approvals. Incentive recipients must resolve any outstanding Orders (such as Building, Fire, By-law Enforcement, or Public Health orders satisfactoril . 21 Re-development complete. Final inspection of redeveloped site and Building Division occu anc ermits issued. 22 Once the development is complete and the property will be assessed by Applicant MPAC. The property owner will be issued a new tax notice based on the post- remediation &redevelo ment assessment value. 23 Applicant forwards the post-remediation Applicant &redevelo ment assessment to the Ci of Kitchener Finance Division. 24 Cit forwards ost-remediation &redevelo ment assessment to Re ion. Cit *** 25 The actual annual and total TIG payments are established by the City of City Finance) & Cambridge Finance Division and the Region and added into the Legal Region Agreement. The Legal Agreement is then finalized using the confirmed financial amounts. 26 After the current property owner has paid the taxes in full for one ~1 }year, the TIG Finance City wi11 confirm that the property is not in tax arrears and all other requirements of the TlG Program Agreement and Community Improvement Plan have been met. 27 The City issues the first annual payment of the TIG to the successful Finance applicant. Current property owners} continues to pay property taxes for the site at its current ost- remediation &redevelo ment assessment value. 28 Annual TIG payments continue until the end of the 10 year or in the year in Finance which all costs eligible for TIG Program funding are reimbursed, whichever occurs first. 1 ~ ~ 0 C~ ,= 4~ ~ L ~. o~ ~ ~~ ~~ ~~ ~: ~.. .. ^~ ~~ 0 0 0 as ea 0 0 ^ ~ ^ ^ ^ ^ ^ ^ ~ ,Y . V+ 's , _ ~ a v C 'c ~ j ~o ' o ~ a~ o .~ ~ c _ J ~ ...... ~ C . Y r S , , y '~ ~ ~ _` A 7 ~ r. s ~ " o E ~ a t., ~ - t .t~ - - .~ ~ •~ ~ c ~ ,~ m C~~ -~ ~ ~ ~' ~ oE~'` ~. .~. g c ~ i 1~ ~ co~~ot J ~ ,~ o~~~ ~~ ~~ a 0 d a~ oG G 0 ,_ d d m N 0 c a 0 roV ~ N~ ^ ~- ~ ~ `~ v ~ ~o~ ~m~ a • • ~~ ~ i ~ ~ y ~ 4~i ~~«~-,N o~~ .~Oc~ ~m~ C '~ 0 0 oU ~. ~ N ~p ~ ~ N o~ ~ ~ ~- c ~. c ,~O~,C~ ~mJlLa i r e r Attachment 2 -REGION OF WATERLOO Brown~ields Working Group Terms of Reference objectives: ^ Furthering the goals of Local, Regional and Provincial growth management reurbanization initiatives by romotin the remediation, rehabilitation, and redevelopment of financially challenging sites throughout the p g Region that would most likely serve as a catalyst for additional development; ^ Provide and maintain a coordinated approach between local partners for the administration, improvement and monitoring of established brownfield incentive programs; and ^ Create a forum to discuss the opportunities and challenges related to brownfield redevelopment, including the identification of strategies to address them. Principles: ^ Advance shared interests, priorities, andlor policies; ^ Target financial incentives where most needed to overcome barriers to redevelopment; and ^ Promote both residential and non-residential development. Role: ^ Will serve primarily as a liaisonlresource body for the purpose of sharing information related to the im lementation of existing programs as well as specific brownfield projects; p ^ Will rovide an opportunity to further develop existing brownfield programs in terms of administration, p improvement and monitoring; ^ Will work with the Province to continue developing the broader framework required for brownfield remediation and redevelopment; and ^ Will assist in the coordination of shared andlor individual communication and marketing efforts to ensure consistent messages and end user clarity. Proposed Membership: ^ Region of Waterloo Brownfields Coordinator; ^ City of Cambridge Representative (PlanninglEconomicbevelopment}; ^ City of Kitchener Representative (PlanninglEconomic Development}; ^ City of Waterloo Representative (PlanninglEconomic Development}; ^ Township of Wellesley Representative; ^ Township of Wilmot Representative; ^ Township of Woolwich Representative; Township of North Dumfries Representative; and ^ Represen#ative from MPAC. Resources Required: ^ It is expected that this Committee would meet on a quarterly basis or as needed; ^ Email correspondence as required.