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HomeMy WebLinkAboutSeptember 01, 2022 - Public - Development ChargesTHE CORPORATION OF THE MUNICIPALITY OF BAYHAM PUBLIC MEETING AGENDA MUNICIPAL OFFICE 56169 Heritage Line, Straffordville, ON Council Chambers Thursday, September 1, 2022 6:00 p.m. This Meeting will be held in person and will not be live-streamed or recorded to YouTube. 1. CALL TO ORDER 2. DISCLOSURES OF PECUNIARY INTEREST & THE GENERAL NATURE THEREOF 3. PURPOSE OF THE MEETING This is a public meeting of Council being held under section 12 of the Development Charges Act, 1997, as amended. The purpose of the meeting is to give the public an opportunity to ask questions, provide comments, and make representations on the development charges background study and proposed by-law. 4. PRESENTATION A. Municipality of Bayham Development Charges Background Study 5. PUBLIC PARTICIPATION 6. ADJOURNMENT Watson & Associates Economists Ltd. 905-272-3600 August 5, 2022 info@watsonecon.ca Development Charges Background Study Municipality of Bayham ________________________ Watson & Associates Economists Ltd. H:\Bayham\2022 DC\Report\Bayham DC Report.docx Table of Contents Page Executive Summary ....................................................................................................... i 1. Introduction ...................................................................................................... 1-1 1.1 Purpose of this Document ....................................................................... 1-1 1.2 Summary of the Process ......................................................................... 1-2 1.3 Changes to the D.C.A.: Bill 108, 138, 197 and 213 ............................... 1-3 1.3.1 Bill 108: More Homes, More Choice Act – An Act to Amend Various Statutes with Respect to Housing, Other Development, and Various Matters ............................................ 1-3 1.3.2 Bill 138: Plan to Build Ontario Together Act, 2019 .................... 1-4 1.3.3 Bill 197: COVID-19 Economic Recovery Act .............................. 1-4 1.3.4 Bill 213: Better for People, Smarter for Business Act, 2020 ....... 1-7 2. Anticipated Development in the Municipality of Bayham ............................ 2-2 2.1 Treatment Capacity Forecast .................................................................. 2-2 3. The Approach to the Calculation of the Charge ........................................... 3-1 3.1 Introduction ............................................................................................. 3-1 3.2 Services Potentially Involved .................................................................. 3-1 3.3 Increase in the Need for Service ............................................................. 3-1 3.4 Local Service Policy ................................................................................ 3-6 3.5 Capital Forecast ...................................................................................... 3-6 3.6 Treatment of Credits ............................................................................... 3-7 3.7 Classes of Services ................................................................................ 3-8 3.8 Existing Reserve Funds .......................................................................... 3-8 3.9 Deductions .............................................................................................. 3-9 3.9.1 Reduction Required by Level of Service Ceiling ........................ 3-9 3.9.2 Reduction for Uncommitted Excess Capacity .......................... 3-10 3.9.3 Reduction for Benefit to Existing Development ........................ 3-10 3.9.4 Reduction for Anticipated Grants, Subsidies and Other Contributions ............................................................................ 3-11 Table of Contents (Cont’d) Page Watson & Associates Economists Ltd. H:\Bayham\2022 DC\Report\Bayham DC Report.docx 3.10 Municipal-wide vs. Area Rating ............................................................. 3-12 3.11 Allocation of Development .................................................................... 3-12 3.12 Asset Management ............................................................................... 3-12 3.13 Transit ................................................................................................... 3-12 3.14 Long-Term Capital and Operating Cost Examination ........................... 3-14 4. D.C.-Eligible Cost Analysis by Service .......................................................... 4-2 4.1 Introduction ............................................................................................. 4-2 4.2 Wastewater Capital Costs and D.C. Calculation ..................................... 4-2 4.2.1 Wastewater Capital .................................................................... 4-2 4.2.2 Wastewater D.C. Calculations ................................................... 4-3 4.3 Water Connection Fees Transition ......................................................... 4-5 4.3.1 Water Charges – Port Burwell .................................................... 4-5 4.3.2 Water Charges – Vienna ............................................................ 4-6 4.3.3 Water Charges – Richmond ....................................................... 4-7 5. D.C. Policy Recommendations and D.C. By-law Rules ................................ 5-1 5.1 Introduction ............................................................................................. 5-1 5.2 D.C. By-law Structure ............................................................................. 5-2 5.3 D.C. By-law Rules ................................................................................... 5-2 5.3.1 Payment in any Particular Case ................................................. 5-2 5.3.2 Determination of the Amount of the Charge ............................... 5-3 5.3.3 Application to Redevelopment of Land (Demolition and Conversion) ................................................................................ 5-3 5.3.4 Exemptions (full or partial) ......................................................... 5-3 5.3.5 Phasing in .................................................................................. 5-4 5.3.6 Timing of Collection ................................................................... 5-4 5.3.7 Indexing ..................................................................................... 5-5 5.3.8 The Applicable Areas ................................................................. 5-5 5.4 Other D.C. By-law Provisions ................................................................. 5-5 5.4.1 Categories of Services for Reserve Fund and Credit Purposes .................................................................................... 5-5 5.4.2 By-law In-force Date .................................................................. 5-5 5.4.3 Minimum Interest Rate Paid on Refunds and Charged for Inter-Reserve Fund Borrowing ................................................... 5-6 5.4.4 Area Rating ................................................................................ 5-6 5.5 Other Recommendations ........................................................................ 5-6 6. By-law Implementation ................................................................................... 6-1 6.1 Public Consultation Process ................................................................... 6-1 6.1.1 Introduction ................................................................................ 6-1 6.1.2 Public Meeting of Council........................................................... 6-1 Table of Contents (Cont’d) Page Watson & Associates Economists Ltd. H:\Bayham\2022 DC\Report\Bayham DC Report.docx 6.1.3 Other Consultation Activity ......................................................... 6-1 6.1.4 Anticipated Impact of the Charge on Development .................... 6-2 6.2 Implementation Requirements ................................................................ 6-3 6.2.1 Introduction ................................................................................ 6-3 6.2.2 Notice of Passage ...................................................................... 6-3 6.2.3 By-law Pamphlet ........................................................................ 6-3 6.2.4 Appeals ...................................................................................... 6-4 6.2.5 Complaints ................................................................................. 6-4 6.2.6 Credits ....................................................................................... 6-5 6.2.7 Front-Ending Agreements .......................................................... 6-5 6.2.8 Severance and Subdivision Agreement Conditions ................... 6-5 Appendix A D.C. Reserve Fund Policy ................................................................... A-1 Appendix B Local Service Policy ............................................................................ B-1 Appendix C Asset Management Plan ..................................................................... C-1 Appendix D Proposed D.C. By-law ......................................................................... D-1 Watson & Associates Economists Ltd. H:\Bayham\2022 DC\Report\Bayham DC Report.docx List of Acronyms and Abbreviations Acronym Full Description of Acronym A.M.P. Asset management plan D.C. Development charge D.C.A. Development Charges Act, 1997, as amended F.I.R. Financial Information Return G.F.A. Gross floor area LPAT Local Planning Appeal Tribunal OLT Ontario Land Tribunal O.M.B. Ontario Municipal Board O.P.A. Official Plan Amendment O. Reg. Ontario Regulation P.P.U. Persons per unit S.D.E. Single detached equivalent S.D.U. Single detached unit sq.ft. square foot/feet Executive Summary Watson & Associates Economists Ltd. PAGE i H:\Bayham\2022 DC\Report\Bayham DC Report.docx Executive Summary 1. The report provided herein represents the Development Charges (D.C.) Background Study for the Municipality of Bayham required by the Development Charges Act, 1997, as amended (D.C.A.). This report has been prepared in accordance with the methodology required under the D.C.A. The contents include the following: • Chapter 1 – Overview of the legislative requirements of the Act; • Chapter 2 – Anticipated development in the Municipality; • Chapter 3 – Approach to calculating the D.C.; • Chapter 4 – D.C.-eligible cost analysis by service; • Chapter 5 – D.C. policy recommendations and rules; and • Chapter 6 – By-law implementation. 2. D.C.s provide for the recovery of growth-related capital expenditures from new development. The D.C.A. is the statutory basis to recover these charges. The methodology is detailed in Chapter 3; a simplified summary is provided below. a) Identify amount, type and location of growth. b) Identify servicing needs to accommodate growth. c) Identify capital costs to provide services to meet the needs. d) Deduct: • Grants, subsidies and other contributions; • Benefit to existing development; • Amounts in excess of 10-year historical service calculation; • D.C. reserve funds (where applicable); e) Net costs are then allocated between residential and non-residential benefit. f) Net costs divided by growth to provide the D.C. 3. The D.C. process needs to address a number of items that were established through the Smart Growth for Our Communities Act, 2015 (Bill 73). These items Watson & Associates Economists Ltd. PAGE ii H:\Bayham\2022 DC\Report\Bayham DC Report.docx have been incorporated throughout the report and in the draft by-law, as necessary. These items include: a) Area-rating: Council must consider the use of area-specific charges. b) Asset Management Plan for New Infrastructure: The D.C. background study must include an asset management plan (A.M.P.) that deals with all assets proposed to be funded, in whole or in part, by D.C.s. The A.M.P. must show that the assets are financially sustainable over their full lifecycle. c) 60-day Circulation Period: The D.C. background study must be released to the public at least 60-days prior to passage of the D.C. by-law. d) Timing of Collection of Development Charges: The D.C.A. now requires D.C.s to be collected at the time of the first building permit. 4. Further changes to the D.C.A. were introduced through four bills passed in the Ontario legislature: Bill 108, Bill 138, Bill 197, and Bill 213. The following provides a brief summary of the proposed changes. Bill 108: More Homes, More Choice: Ontario’s Housing Supply Action Plan In May 2019, the Province introduced Bill 108, More Homes, More Choice Act, 2019 which would make changes to the current D.C. legislation. The Bill was passed and given Royal Assent on June 6, 2019. While the legislation has been passed, much of the detailed changes were to be implemented by Regulation, however, these changes were not implemented (subject to Bill 197 discussed later). The following items are currently in effect: a) Effective January 1, 2020, rental housing and institutional developments shall pay D.C.s in six (6) equal annual payments commencing at first occupancy. Non-profit housing developments shall pay D.C.s in 21 equal annual payments. Interest may be charged on the instalments, and any unpaid amounts inclusive of interest payable shall be added to the property tax roll and collected in the same manner as taxes. b) Effective January 1, 2020, the D.C. amount for all developments occurring within two years of a Site Plan or Zoning By-law Amendment planning approval (for applications made after January 1, 2020), shall be Watson & Associates Economists Ltd. PAGE iii H:\Bayham\2022 DC\Report\Bayham DC Report.docx determined based on the D.C. by-law in effect on the day of Site Plan or Zoning By-law Amendment application. Bill 138: Plan to Build Ontario Together Act, 2019 On November 6, 2019, the Province released Bill 138 which provided further amendments to the D.C.A. and Planning Act. This Bill received Royal Assent on December 10, 2019, and was proclaimed which resulted in sections related to the D.C.A. (Schedule 10) becoming effective on January 1, 2020. With respect to the D.C.A., this Bill removed instalment payments for commercial and industrial developments that were originally identified in Bill 108. Bill 197: COVID-19 Economic Recovery Act, 2020 In March 2020, Canada was impacted by the COVID-19 global pandemic. As a result, the economy was put into a state of emergency in an effort to slow the spread of the virus. In response, the Province tabled legislation on July 8, 2020 which amended a number of Acts, including the D.C.A. and the Planning Act. With Bill 197, many changes proposed in Bill 108 have now been revised. With respect to the above noted changes from Bill 108, the following changes are provided in Bill 197: • Eligible Services: The list of eligible services for the D.C. has now been expanded to include most services eligible under the D.C.A. prior to Bill 108. • Mandatory 10% Deduction: The mandatory 10% deduction is removed (consistent with Bill 108). This applies to all D.C.-eligible services. • Community Benefits Charges: a lower or single-tier municipality may, by by-law impose a C.B.C. to pay for the capital costs for formerly-eligible D.C. services in addition to parkland dedication and bonus zoning contributions. A C.B.C. strategy has not been examined as part of this study process. Bill 213: Better for People, Smarter for Business Act, 2020 On December 8, 2020, Bill 213 received Royal Assent. One of the changes of the Bill that took effect upon Royal Assent included amending the Ministry of Training, Colleges and Universities Act by introducing a new section that would Watson & Associates Economists Ltd. PAGE iv H:\Bayham\2022 DC\Report\Bayham DC Report.docx exempt the payment of D.C.s for developments of land intended for use by a university that receives operating funds from the Government. These changes to the D.C.A. were proclaimed on September 18, 2020 and are further discussed in section 1.3 of this report. 5. The Municipality is undertaking a D.C. public process and anticipates passing a new by-law for eligible services. The mandatory public meeting has been set for September 1, 2022 with adoption of the by-law anticipated for October 6, 2022. 6. The Municipality does not currently impose D.C.s. However, the Municipality does impose water and wastewater connection charges under their fees and charges by-law, which recovers the infrastructure costs that the Municipality originally constructed for both existing and future developments. This report is to assist the Municipality in transitioning the existing connection fees under a D.C. by-law in order to appropriately impose the charge to new developments. Charges have been provided on an area-specific basis for water and wastewater services. The corresponding charges are presented in Table ES-1. These rates are submitted to Council for its consideration. 7. Considerations by Council – The background study represents the service needs arising from the potential capacity of the treatment plant. Council will consider the findings and recommendations provided in the report and, in conjunction with public input, approve such policies and rates it deems appropriate. These directions will refine the draft D.C. by-law which is appended in Appendix D. These decisions may include: • adopting the charges and policies recommended herein; • considering additional exemptions to the by-law; and • considering reductions in the charge by class of development (obtained by removing certain services on which the charge is based and/or by a general reduction in the charge). Watson & Associates Economists Ltd. PAGE v H:\Bayham\2022 DC\Report\Bayham DC Report.docx Table ES-1 Schedule of Development Charges Settlement Area Singles and Semi-Detached Multiples Apartments 2+ Bedrooms Apartments 1 Bedroom or less Port Burwell Water Services 3,955$ 2,748$ 1,942$ 1,235$ Wastewater Services 11,329$ 7,870$ 5,562$ 3,536$ Total Port Burwell 15,284$ 10,618$ 7,504$ 4,771$ Vienna Water Services 4,015$ 2,789$ 1,971$ 1,253$ Wastewater Services 12,951$ 8,997$ 6,358$ 4,043$ Total Vienna 16,966$ 11,786$ 8,329$ 5,296$ Straffordville Wastewater Services 12,951$ 8,997$ 6,358$ 4,043$ Total Straffordville 12,951$ 8,997$ 6,358$ 4,043$ Eden Wastewater Services 12,951$ 8,997$ 6,358$ 4,043$ Total Eden 12,951$ 8,997$ 6,358$ 4,043$ Richmond Water Services 13,506$ 9,382$ 6,630$ 4,216$ Total Richmond 13,506$ 9,382$ 6,630$ 4,216$ Report Watson & Associates Economists Ltd. H:\Bayham\2022 DC\Report\Bayham DC Report.docx Chapter 1 Introduction Watson & Associates Economists Ltd. PAGE 1-1 H:\Bayham\2022 DC\Report\Bayham DC Report.docx 1. Introduction 1.1 Purpose of this Document This background study has been prepared pursuant to the requirements of the Development Charges Act, 1997, as amended, (D.C.A.) (section 10) and, accordingly, recommends development charges (D.C.s) and policies for the Municipality of Bayham. The Municipality retained Watson & Associates Economists Ltd. (Watson), to undertake the D.C. study process throughout 2022. Watson worked with Municipal staff in preparing the D.C. analysis and policy recommendations. The Municipality does not currently impose D.C.s. However, the Municipality does impose water and wastewater connection charges under their fees and charges by-law, which recovers the infrastructure costs that the Municipality originally constructed for both existing and future developments. This report is to assist the Municipality in transitioning the existing connection fees under a D.C. by-law in order to appropriately impose the charge to new developments. This D.C. background study, containing the proposed D.C. by-law, will be distributed to members of the public in order to provide interested parties with sufficient background information on the legislation, the study’s recommendations, and an outline of the basis for these recommendations. This report has been prepared, in the first instance, to meet the statutory requirements applicable to the Municipality’s D.C. background study, as summarized in Chapter 3. It also addresses the requirement for “rules” (contained in Chapter 5) and the proposed by-law to be made available as part of the approval process (included as Appendix D). In addition, the report is designed to set out sufficient background on the legislation (Chapter 3), and the growth anticipated within the Municipality (Chapter 2), to make the exercise understandable to those who are involved. Finally, it addresses post-adoption implementation requirements (Chapter 6) which are critical to the successful application of the new policy. The chapters in the report are supported by Appendices containing the data required to explain and substantiate the calculation of the charge. A full discussion of the statutory Watson & Associates Economists Ltd. PAGE 1-2 H:\Bayham\2022 DC\Report\Bayham DC Report.docx requirements for the preparation of a background study and calculation of a D.C. is provided herein. 1.2 Summary of the Process The public meeting required under section 12 of the D.C.A. has been scheduled for September 1, 2022. Its purpose is to present the study to the public and to solicit public input. The meeting is also being held to answer any questions regarding the study’s purpose, methodology, and the proposed modifications to the Municipality’s D.C.s. In accordance with the legislation, the background study and proposed D.C. by-law will be available for public review on August 5, 2022. The process to be followed in finalizing the report and recommendations includes: • consideration of responses received prior to, at, or immediately following the public meeting; and • finalization of the report and Council consideration of the by-law subsequent to the public meeting. Figure 1-1 outlines the proposed schedule to be followed with respect to the D.C. by-law adoption process. Figure 1-1 Schedule of Key D.C. Process Dates for the Municipality of Bayham Schedule of Study Milestone Dates 1. Data collection, staff review, engineering work, D.C. calculations and policy work Summer 2021 to Spring 2022 2. Background study and proposed by-law available to public August 5, 2022 3. Public meeting advertisement placed in newspaper(s) No later than August 11, 2022 4. Public meeting of Council September 1, 2022 5. Council considers adoption of background study and passage of by-law October 6, 2022 6. Newspaper notice given of by-law passage By 20 days after passage 7. Last day for by-law appeal 40 days after passage 8. Municipality makes pamphlet available (where by-law not appealed) By 60 days after in force date Watson & Associates Economists Ltd. PAGE 1-3 H:\Bayham\2022 DC\Report\Bayham DC Report.docx 1.3 Changes to the D.C.A.: Bill 108, 138, 197 and 213 1.3.1 Bill 108: More Homes, More Choice Act – An Act to Amend Various Statutes with Respect to Housing, Other Development, and Various Matters On May 2, 2019, the Province introduced Bill 108, which proposes changes to the D.C.A. The Bill was introduced as part of the Province’s “More Homes, More Choice: Ontario's Housing Supply Action Plan.” The Bill received Royal Assent on June 6, 2019. While having received Royal Assent, many of the amendments to the D.C.A. would not come into effect until they are proclaimed by the Lieutenant Governor (many of these changes were revised through Bill 197). At the time of writing, the following provisions have been proclaimed: • Effective January 1, 2020, rental housing and institutional developments will pay D.C.s in six equal annual payments commencing at occupancy. Non-profit housing developments will pay D.C.s in 21 equal annual payments. Interest may be charged on the instalments, and any unpaid amounts may be added to the property and collected as taxes. • Effective January 1, 2020, the D.C. amount for all developments occurring within 2 years of a Site Plan or Zoning By-law Amendment planning approval (for application submitted after this section is proclaimed), shall be determined based on the D.C. in effect on the day of Site Plan or Zoning By-law Amendment application. If the development is not proceeding via these planning approvals, then the amount is determined the earlier of the date of issuance of a building permit. On February 28, 2020, the Province released updated draft regulations related to the D.C.A. and the Planning Act. A summary of these changes to take effect upon proclamation by the Lieutenant Governor is provided below: • Changes to Eligible Services – Prior to Bill 108, the D.C.A. provided a list of ineligible services whereby municipalities could include growth related costs for any service that was not listed. With Bill 108, the changes to the D.C.A. would now specifically list the services that are eligible for inclusion in the by-law. Watson & Associates Economists Ltd. PAGE 1-4 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Furthermore, the initial list of eligible services under Bill 108 was limited to "hard services", with the "soft services" being removed from the D.C.A. These services would be considered as part of a new community benefits charge (discussed below) imposed under the Planning Act. As noted in the next section this list of services has been amended through Bill 197. • Mandatory 10% Deduction – The amending legislation would remove the mandatory 10% deduction for all services that remain eligible under the D.C.A. • Remaining Services to be Included in a New Community Benefits Charge (C.B.C.) Under the Planning Act – It is proposed that a municipality may, by by- law, impose a C.B.C. against land to pay for the capital costs of facilities, services and matters required because of development or redevelopment in the area to which the by-law applies. The C.B.C. was proposed to include formerly eligible D.C. services that are not included in the above listing, in addition to parkland dedication and bonus zoning contributions. 1.3.2 Bill 138: Plan to Build Ontario Together Act, 2019 On November 6, 2019, the Province release Bill 138 which provided further amendments to the D.C.A. and Planning Act. This Bill received Royal Assent on December 10, 2019 and was proclaimed which resulted in sections related to the D.C.A. (Schedule 10) becoming effective on January 1, 2020. The amendments to the D.C.A. included removal of instalment payments for commercial and industrial developments that were originally included in Bill 108. 1.3.3 Bill 197: COVID-19 Economic Recovery Act In response to the global pandemic that began affecting Ontario in early 2020, the Province released Bill 197 which provided amendments to a number of Acts, including the D.C.A. and Planning Act. This Bill also revised some of the proposed changes identified in Bill 108. Bill 197 was tabled on July 8, 2020, received Royal Assent on July 21, 2020, and was proclaimed on September 18, 2020. The following provides a summary of the changes. Watson & Associates Economists Ltd. PAGE 1-5 H:\Bayham\2022 DC\Report\Bayham DC Report.docx 1.3.3.1 D.C.-Related Changes List of D.C.-Eligible Services As noted above, under Bill 108 some services were to be included under the D.C.A. and some would be included under the C.B.C. authority. Bill 197, however, revised this proposed change and has included all services (with some exceptions) under the D.C.A. These services are as follows: • Water supply services, including distribution and treatment services. • Wastewater services, including sewers and treatment services. • Storm water drainage and control services. • Services related to a highway. • Electrical power services. • Toronto-York subway extension. • Transit services. • Waste diversion services. • Policing services. • Fire protection services. • Ambulance services. • Library services. • Long-term care services • Parks and recreation services, but not the acquisition of land for parks. • Public health services. • Child care and early years services. • Housing services. • Provincial Offences Act services. • Services related to emergency preparedness. • Services related to airports, but only in the Regional Municipality of Waterloo. • Additional services as prescribed. Classes of Services – D.C. Pre-Bill 108/197 legislation (i.e. D.C.A., 1997) allowed for categories of services to be grouped together into a minimum of two categories (90% and 100% services). Watson & Associates Economists Ltd. PAGE 1-6 H:\Bayham\2022 DC\Report\Bayham DC Report.docx The Act (as amended) repeals and replaces the above with the four following subsections. • A D.C. by-law may provide for any eligible service or capital cost related to any eligible service to be included in a class, set out in the by-law. • A class may be composed of any number or combination of services and may include parts or portions of the eligible services or parts or portions of the capital costs in respect of those services. • A D.C. by-law may provide for a class consisting of studies in respect of any eligible service whose capital costs are described in paragraphs 5 and 6 of section 5 of the D.C.A. • A class of service set out in the D.C. by-law is deemed to be a single service with respect to reserve funds, use of monies, and credits. As well, the removal of the 10% deduction for soft services under Bill 108 has been maintained. Note: An initial consideration of “class” appears to mean any group of services. 10-Year Planning Horizon The 10-year planning horizon has been removed for all services except transit. 1.3.3.2 C.B.C.-Related Changes C.B.C. Eligibility The C.B.C. is limited to lower-tier and single-tier municipalities; upper-tier municipalities will not be allowed to impose this charge. O. Reg. 509/20 was filed on September 18, 2020. This regulation provides for the following: • A maximum rate will be set as a percentage of the market value of the land the day before building permit issuance. The maximum rate is set at 4%. The C.B.C. may only be imposed on developing or redeveloping buildings which have a minimum height of five stories and contain no less than 10 residential units • Bill 197 states that before passing a C.B.C. by-law, the municipality shall prepare a C.B.C. strategy that (a) identifies the facilities, services, and matters that will be funded with C.B.C.s; and (b) complies with any prescribed requirements. Watson & Associates Economists Ltd. PAGE 1-7 H:\Bayham\2022 DC\Report\Bayham DC Report.docx • Only one C.B.C. by-law may be in effect in a local municipality at a time. Furthermore, a C.B.C. may be imposed with respect to the services listed in subsection 2 (4) of the D.C.A. (eligible services), “provided that the capital costs that are intended to be funded by the community benefits charge are not capital costs that are intended to be funded under a development charge by-law.” Currently, the Municipality is not undertaking a C.B.C. process. 1.3.4 Bill 213: Better for People, Smarter for Business Act, 2020 On December 8, 2020, Bill 213 received Royal Assent. One of the changes of the Bill that took effect upon Royal Assent included amending the Ministry of Training, Colleges and Universities Act by introducing a new section that would exempt the payment of D.C.s for developments of land intended for use by a university that receives operating funds from the Government. As a result, this mandatory exemption will be included in the D.C. by-law. Watson & Associates Economists Ltd. H:\Bayham\2022 DC\Report\Bayham DC Report.docx Chapter 2 Anticipated Development in the Municipality of Bayham Watson & Associates Economists Ltd. H:\Bayham\2022 DC\Report\Bayham DC Report.docx 2. Anticipated Development in the Municipality of Bayham 2.1 Treatment Capacity Forecast On July 28, 2000, municipal staff brought forth a report to Council outlining recommendations for undertaking an expansion to the Municipality’s wastewater infrastructure system for the areas of Port Burwell, Vienna, Straffordville, and Eden. The report identified both the existing and potential population of the Municipality based on anticipated flows and capacity of the expanded wastewater infrastructure. This provided for an initial estimated service population of 3,314 people. Subsequent to the July 2000 staff report, the Municipality retained Cyril J. Demeyere Limited (CJDL) to complete an updated sanitary sewage study to assess the system’s reserve capacity. Their assessment was published on May 4, 2020 and included a review of the sewage treatment plant capacity, trunk sewer capacities and individual pumping station capacities within the Villages of Port Burwell, Vienna, Straffordville and Eden. Based on CJDL’s examination of the Municipality’s growth projections and treatment performance data, a revised service population was provided, which equals 3,650 by 2030. The potential service population provided by CJDL will be used as the basis of the D.C. calculations provided in Chapter 4. Watson & Associates Economists Ltd. H:\Bayham\2022 DC\Report\Bayham DC Report.docx Chapter 3 The Approach to the Calculation of the Charge Watson & Associates Economists Ltd. PAGE 3-1 H:\Bayham\2022 DC\Report\Bayham DC Report.docx 3. The Approach to the Calculation of the Charge 3.1 Introduction This chapter addresses the requirements of subsection 5 (1) of the D.C.A. with respect to the establishment of the need for service which underpins the D.C. calculation. These requirements are illustrated schematically in Figure 3-1. 3.2 Services Potentially Involved Table 3-1 lists the full range of municipal services that are provided within the Municipality. A number of these services are defined in subsection 2 (4) of the D.C.A. as being ineligible for inclusion in D.C.s. These are shown as “ineligible” on Table 3-1. Two ineligible costs defined in subsection 5 (3) of the D.C.A. are “computer equipment” and “rolling stock with an estimated useful life of (less than) seven years.” In addition, local roads are covered separately under subdivision agreements and related means (as are other local services). Services that are potentially eligible for inclusion in the Municipality’s D.C. are indicated with a “Yes.” 3.3 Increase in the Need for Service The D.C. calculation commences with an estimate of “the increase in the need for service attributable to the anticipated development,” for each service to be covered by the by-law. There must be some form of link or attribution between the anticipated development and the estimated increase in the need for service. While the need could conceivably be expressed generally in terms of units of capacity, subsection 5 (1) 3, which requires that Municipal Council indicate that it intends to ensure that such an increase in need will be met, suggests that a project-specific expression of need would be most appropriate. Watson & Associates Economists Ltd. PAGE 3-2 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Figure 3-1 The Process of Calculating a Development Charge under the Act that must be followed 8. Specified Local Services The Process of Calculating a Development Charge under the Act that must be followed AnticipatedDevelopment 1. Estimated Increase in Need for Service Ceiling Re: Increased Need Needs That Will Be Met Examination of the Long-term Capital and Operating Costs for Capital Infrastructure D.C. Needs By Service Less: Uncommitted Excess Capacity Less: Benefit To Existing Development Less: Grants, Subsidies and Other Contributions D.C. By-law(s) Spatial Applicability D.C. Net Capital Costs Costs for new development vs. existing development for the term of the by-law and the balance of the period Amount of the Charge By Type of Development(including apportionment of costs - residential and non-residential) Financing, Inflation and Investment Considerations 3.4. 5. 6. 11. 12. 15. 16. 13. 14. 9. Subdivision Agreements and Consent Provisions Consideration of exemptions, phase-ins, etc. 1 3 2 Non-Transit Services Historical Service Standard 4a. Transit ServicesForward-looking Service Standard 4b. Asset Management Plan for All Capital Projects to be Funded by D.C.s 7. Non-Transit Services Financially Sustainable 7a. Transit Services Detailed Requirements 7b. 10. Municipal Services 2. Eligible Services Ineligible Services Tax Base, User Rates, etc. Watson & Associates Economists Ltd. PAGE 3-3 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Table 3-1 Categories of Municipal Services to be Addressed as Part of the Calculation Eligibility for Inclusion in the D.C. Calculation Description Yes Municipality provides the service – service has been included in the D.C. calculation. No Municipality provides the service – service has not been included in the D.C. calculation. n/a Municipality does not provide the service. Ineligible Service is ineligible for inclusion in the D.C. calculation. Categories of Municipal Services Eligibility for Inclusion in the D.C. Calculation Service Components Maximum Potential D.C. Recovery % 1. Services Related to a Highway No 1.1 Arterial roads 100 No 1.2 Collector roads 100 No 1.3 Bridges, culverts and roundabouts 100 No 1.4 Local municipal roads 0 No 1.5 Traffic signals 100 No 1.6 Sidewalks and streetlights 100 No 1.7 Active transportation 100 2. Other Transportation Services No 2.1 Transit vehicles[1] & facilities 100 No 2.2 Other transit infrastructure 100 Ineligible 2.3 Municipal parking spaces - indoor 0 Ineligible 2.4 Municipal parking spaces - outdoor 0 No 2.5 Works yards 100 No 2.6 Rolling stock[1] 100 n/a 2.7 Ferries 100 No 2.8 Airport 100 3. Stormwater Drainage and Control Services No 3.1 Main channels and drainage trunks 100 No 3.2 Channel connections 100 No 3.3 Retention/detention ponds 100 1 with 7+ year lifetime Watson & Associates Economists Ltd. PAGE 3-4 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Categories of Municipal Services Eligibility for Inclusion in the D.C. Calculation Service Components Maximum Potential D.C. Recovery % 4. Fire Protection Services No 4.1 Fire stations 100 No 4.2 Fire pumpers, aerials and rescue vehicles[1] 100 No 4.3 Small equipment and gear 100 5. Parks and Recreation Services Ineligible 5.1 Acquisition of land for parks, woodlots and E.S.A.s 0 No 5.2 Development of area municipal parks 100 No 5.3 Development of district parks 100 No 5.4 Development of municipal- wide parks 100 No 5.5 Development of special purpose parks 100 No 5.6 Parks rolling stock[1] and yards 100 No 5.7 Arenas, indoor pools, fitness facilities, community centres, etc. (including land) 100 No 5.8 Recreation vehicles and equipment[1] 100 6. Library Services No 6.1 Public library space (incl. furniture and equipment) 100 n/a 6.2 Library vehicles[1] 100 No 6.3 Library materials 100 7. Emergency Preparedness Services No 7.1 Facility space (incl. furniture and equipment) 100 No 7.2 Vehicles[1] 100 No 7.3 Equipment 100 8. Provision of Cultural, Entertainment and Tourism Facilities and Convention Centres Ineligible 8.1 Cultural space (e.g., art galleries, museums and theatres) 0 Ineligible 8.2 Tourism facilities and convention centres 0 1with 7+ year lifetime Watson & Associates Economists Ltd. PAGE 3-5 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Categories of Municipal Services Eligibility for Inclusion in the D.C. Calculation Service Components Maximum Potential D.C. Recovery % 9. Wastewater Services Yes 9.1 Treatment plants 100 Yes 9.2 Sewage trunks 100 n/a 9.3 Local systems 0 Yes 9.4 Vehicles and equipment[1] 100 10. Water Supply Services Yes 10.1 Treatment plants 100 Yes 10.2 Distribution systems 100 n/a 10.3 Local systems 0 Yes 10.4 Vehicles and equipment[1] 100 11. Waste Management Services Ineligible 11.1 Landfill collection, transfer vehicles and equipment 0 Ineligible 11.2 Landfills and other disposal facilities 0 No 11.3 Waste diversion facilities 100 No 11.4 Waste diversion vehicles and equipment[1] 100 12. Policing Services No 12.1 Policing detachments 100 No 12.2 Policing rolling stock[1] 100 No 12.3 Small equipment and gear 100 13. Long-term Care n/a 13.1 Long-term care space 100 n/a 13.2 Vehicles[1] 100 14. Child Care and Early Years No 14.1 Child care space 100 No 14.2 Vehicles[1] 100 15. Public Health No 15.1 Health department space 100 No 15.2 Health department vehicles[1] 100 16. Housing Services No 16.1 Housing services space 100 No 16.2 Vehicles[1] 100 17. Provincial Offences Act (P.O.A.) No 17.1 P.O.A. space 100 18. Social Services Ineligible 18.1 Social service space 0 19. Ambulance No 19.1 Ambulance station space 100 No 19.2 Vehicles[1] 100 No 19.3 Equipment and gear 100 1 with 7+ year lifetime Watson & Associates Economists Ltd. PAGE 3-6 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Categories of Municipal Services Eligibility for Inclusion in the D.C. Calculation Service Components Maximum Potential D.C. Recovery % 20. Hospital Provision Ineligible 20.1 Hospital capital contributions 0 21. Provision of Headquarters for the General Administration of Municipalities and Area Municipal Boards Ineligible 21.1 Office space 0 Ineligible 21.2 Office furniture 0 Ineligible 21.3 Computer equipment 0 22. Other Services No 22.1 Studies in connection with acquiring buildings, rolling stock, materials and equipment, and improving land[1] and facilities, including the D.C. background study cost 0-100 No 22.2 Interest on money borrowed to pay for growth-related capital 0-100 [1] same percentage as service component to which it pertains 3.4 Local Service Policy Some of the need for services generated by additional development consists of local services related to a plan of subdivision. As such, they will be required as a condition of subdivision agreements or consent conditions. The Municipality’s Local Service Policy is provided in Appendix B. 3.5 Capital Forecast Paragraph 7 of subsection 5 (1) of the D.C.A. requires that “the capital costs necessary to provide the increased services must be estimated.” The Act goes on to require two Watson & Associates Economists Ltd. PAGE 3-7 H:\Bayham\2022 DC\Report\Bayham DC Report.docx potential cost reductions and the regulation sets out the way in which such costs are to be presented. These requirements are outlined below. These estimates involve capital costing of the increased services discussed above. This entails costing actual projects or the provision of service units, depending on how each service has been addressed. The capital costs include: a) costs to acquire land or an interest therein (including a leasehold interest); b) costs to improve land; c) costs to acquire, lease, construct or improve buildings and structures; d) costs to acquire, lease or improve facilities, including rolling stock (with a useful life of 7 or more years), furniture and equipment (other than computer equipment), materials acquired for library circulation, reference, or information purposes; e) interest on money borrowed to pay for the above-referenced costs; f) costs to undertake studies in connection with the above-referenced matters; and g) costs of the D.C. background study. In order for an increase in need for service to be included in the D.C. calculation, Municipal Council must indicate “that it intends to ensure that such an increase in need will be met” (subsection 5 (1) 3). This can be done if the increase in service forms part of a Council-approved Official Plan, capital forecast, or similar expression of the intention of Council (O. Reg. 82/98 section 3). The capital program contained herein reflects the Municipality’s approved and proposed capital budgets and master servicing/ needs studies. 3.6 Treatment of Credits Section 8, paragraph 5, of O. Reg. 82/98 indicates that a D.C. background study must set out “the estimated value of credits that are being carried forward relating to the service.” Subsection 17, paragraph 4, of the same regulation indicates that “the value of the credit cannot be recovered from future D.C.s,” if the credit pertains to an ineligible service. This implies that a credit for eligible services can be recovered from future D.C.s. As a result, this provision should be made in the calculation, in order to avoid a Watson & Associates Economists Ltd. PAGE 3-8 H:\Bayham\2022 DC\Report\Bayham DC Report.docx funding shortfall with respect to future service needs. There are no outstanding credit obligations to be included in the D.C. calculations. 3.7 Classes of Services Section 7 of the D.C.A. states that a D.C. by-law may provide for any D.C.-eligible service or the capital costs with respect to those services. Furthermore, a class may be composed of any number or combination of services and may include parts or portions of each D.C.-eligible service. With respect to growth-related studies, section 7 (3) of the D.C.A. states that: “For greater certainty, a development charge by-law may provide for a class consisting of studies in respect of any service listed in subsection 2 (4) whose capital costs are described in paragraphs 5 and 6 of subsection 5 (3).” These provisions allow for services to be grouped together to create a class for the purposes of the D.C. by-law and D.C. reserve funds. The D.C. calculations and by-law does not currently identify any services to be grouped as a class. 3.8 Existing Reserve Funds Section 35 of the D.C.A. states that: “The money in a reserve fund established for a service may be spent only for capital costs determined under paragraphs 2 to 7 of subsection 5 (1).” There is no explicit requirement under the D.C.A. calculation method set out in subsection 5 (1) to net the outstanding reserve fund balance as part of making the D.C. calculation; however, section 35 does restrict the way in which the funds are used in future. For services that are subject to a per capita based, service level “cap,” the reserve fund balance should be applied against the development-related costs for which the charge was imposed once the project is constructed (i.e. the needs of recent growth). This cost component is distinct from the development-related costs for the next 10-year period, which underlie the D.C. calculation herein. Watson & Associates Economists Ltd. PAGE 3-9 H:\Bayham\2022 DC\Report\Bayham DC Report.docx The alternative would involve the Municipality spending all reserve fund monies prior to renewing each by-law, which would not be a sound basis for capital budgeting. Thus, the Municipality will use these reserve funds for the Municipality’s cost share of applicable development-related projects, which are required but have not yet been undertaken, as a way of directing the funds to the benefit of the development that contributed them (rather than to future development, which will generate the need for additional facilities directly proportionate to future growth). Since the Municipality does not currently have a D.C. by-law, no adjustments for reserve fund balances are required. 3.9 Deductions The D.C.A. potentially requires that five deductions be made to the increase in the need for service. These relate to: • the level of service ceiling; • uncommitted excess capacity; • benefit to existing development; • anticipated grants, subsidies, and other contributions; and • costs related to services that are ineligible as per the D.C.A. The requirements behind each of these reductions are addressed below. 3.9.1 Reduction Required by Level of Service Ceiling This is designed to ensure that the increase in need included in section 3.3 does “not include an increase that would result in the level of service [for the additional development increment] exceeding the average level of the service provided in the municipality over the 10-year period immediately preceding the preparation of the background study” (D.C.A., subsection 5 (1) 4). O. Reg. 82/98 (section 4) goes further to indicate that “both the quantity and quality of a service shall be taken into account in determining the level of service and the average level of service.” In many cases, this can be done by establishing a quantity measure in terms of units as floor area, land area, or road length per capita and a quality measure, in terms of the average cost of providing such units based on replacement costs, engineering Watson & Associates Economists Ltd. PAGE 3-10 H:\Bayham\2022 DC\Report\Bayham DC Report.docx standards, or recognized performance measurement systems, depending on circumstances. When the quantity and quality factors are multiplied together, they produce a measure of the level of service, which meets the requirements of the Act, i.e. cost per unit. With respect to water and wastewater services, these service level calculations are not required as per Section 4(3) of O. Reg 82/98. 3.9.2 Reduction for Uncommitted Excess Capacity Paragraph 5 of subsection 5 (1) requires a deduction from the increase in the need for service attributable to the anticipated development that can be met using the Municipality’s “excess capacity,” other than excess capacity which is “committed.” “Excess capacity” is undefined, but in this case must be able to meet some or all of the increase in need for service, in order to potentially represent a deduction. The deduction of uncommitted excess capacity from the future increase in the need for service would normally occur as part of the conceptual planning and feasibility work associated with justifying and sizing new facilities, e.g. if a road widening to accommodate increased traffic is not required because sufficient excess capacity is already available, then widening would not be included as an increase in need, in the first instance. 3.9.3 Reduction for Benefit to Existing Development Subsection 5 (1) 6 of the D.C.A. provides that, “The increase in the need for service must be reduced by the extent to which an increase in service to meet the increased need would benefit existing development.” The general guidelines used to consider benefit to existing development included: • the repair or unexpanded replacement of existing assets that are in need of repair; • an increase in average service level of quantity or quality (compare water as an example); • the elimination of a chronic servicing problem not created by growth; and • providing services where none previously existed (generally considered for water or wastewater services). Watson & Associates Economists Ltd. PAGE 3-11 H:\Bayham\2022 DC\Report\Bayham DC Report.docx This step involves a further reduction in the need, by the extent to which such an increase in service would benefit existing development. The level of service cap in subsection 3.9.1 is related but is not the identical requirement. Sanitary, storm, and water trunks are highly localized to growth areas and can be more readily allocated in this regard than other services such as services related to a highway, which do not have a fixed service area. Where existing development has an adequate service level which will not be tangibly increased by an increase in service, no benefit would appear to be involved. For example, where expanding existing library facilities simply replicates what existing residents are receiving, they receive very limited (or no) benefit as a result. On the other hand, where a clear existing service problem is to be remedied, a deduction should be made accordingly. In the case of services such as recreation facilities, community parks, libraries, etc., the service is typically provided on a Municipal-wide system basis. For example, facilities of the same type may provide different services (i.e. leisure pool vs. competitive pool), different programs (i.e. hockey vs. figure skating), and different time availability for the same service (i.e. leisure skating available on Wednesdays in one arena and Thursdays in another). As a result, residents will travel to different facilities to access the services they want at the times they wish to use them, and facility location generally does not correlate directly with residence location. Even where it does, displacing users from an existing facility to a new facility frees up capacity for use by others and generally results in only a very limited benefit to existing development. Furthermore, where an increase in demand is not met for a number of years, a negative service impact to existing development is involved for a portion of the planning period. 3.9.4 Reduction for Anticipated Grants, Subsidies and Other Contributions This step involves reducing the capital costs necessary to provide the increased services by capital grants, subsidies, and other contributions (including direct developer contributions required due to the local service policy) made or anticipated by Council and in accordance with various rules such as the attribution between the share related to new vs. existing development. That is, some grants and contributions may not specifically be applicable to growth or where Council targets fundraising as a measure to offset impacts on taxes (O. Reg. 82/98, section 6). Watson & Associates Economists Ltd. PAGE 3-12 H:\Bayham\2022 DC\Report\Bayham DC Report.docx 3.10 Municipal-wide vs. Area Rating This step involves determining whether all of the subject costs are to be recovered on a uniform municipal-wide basis or whether some or all are to be recovered on an area- specific basis. Under the amended D.C.A., it is now mandatory to “consider” area rating of services (providing charges for specific areas and services), however, it is not mandatory to implement area rating. Further discussion is provided in subsection 5.4.4. 3.11 Allocation of Development This step involves relating the costs involved to anticipated development for each period under consideration and using allocations between residential and non-residential development and between one type of development and another, to arrive at a schedule of charges. 3.12 Asset Management The legislation requires that a D.C. background study must include an asset management plan (A.M.P.) (subsection 10 (2) c. 2). The A.M.P. must deal with all assets that are proposed to be funded, in whole or in part, by D.C.s. The current regulations provide very extensive and specific requirements for the A.M.P. related to transit services (as noted in the subsequent subsection); however, they are silent with respect to how the A.M.P. is to be provided for all other services. As part of any A.M.P., the examination should be consistent with the municipality’s existing assumptions, approaches, and policies on the asset management planning. This examination has been included in Appendix C. 3.13 Transit The D.C.A. provides for the following matters for Transit: • The background study requires the following in regard to transit costs (as per subsection 8 (2) of the regulations): o The calculations that were used to prepare the estimate for the planned level of service for transit services, as mentioned in subsection 5.2 (3) of the Act. Watson & Associates Economists Ltd. PAGE 3-13 H:\Bayham\2022 DC\Report\Bayham DC Report.docx o An identification of the portion of the total estimated capital cost relating to the transit services that would benefit, i. the anticipated development over the 10-year period immediately following the preparation of the background study, or ii. the anticipated development after the 10-year period immediately following the preparation of the background study. o An identification of the anticipated excess capacity that would exist at the end of the 10-year period immediately following the preparation of the background study. o An assessment of ridership forecasts for all modes of transit services proposed to be funded by the D.C. over the 10-year period immediately following the preparation of the background study, categorized by development types, and whether the forecast ridership will be from existing or planned development. o An assessment of the ridership capacity for all modes of transit services proposed to be funded by the development charge over the 10-year period immediately following the preparation of the background study. • A forward-looking service standard (as per subsection 6.1 (2) of the regulations) requires the following: o The service is a discrete service. o No portion of the service that is intended to benefit anticipated development after the 10-year period immediately following the preparation of the background study may be included in the estimate. o No portion of the service that is anticipated to exist as excess capacity at the end of the 10-year period immediately following the preparation of the background study may be included in the estimate. • A very detailed asset management strategy and reporting requirements (subsection 6.1 (3) of the regulation) that includes lifecycle costs, action plans that will enable the assets to be sustainable, a summary of how to achieve the proposed level of service, discussion on procurement measures and risk are required. The Municipality has not included transit as part of the D.C. calculations. Therefore, the above calculation and reporting requirements are not required. Watson & Associates Economists Ltd. PAGE 3-14 H:\Bayham\2022 DC\Report\Bayham DC Report.docx 3.14 Long-Term Capital and Operating Cost Examination As a requirement of the Development Charges Act, 1997, as amended, under subsection 10 (2) (c), an analysis must be undertaken to assess the long-term capital and operating cost impacts for the capital infrastructure projects identified within the D.C. background study. The capital and operating impacts of the water and wastewater projects identified in Chapter 4 have been assessed as part of the Municipality’s water and wastewater rate study. With respect to lifecycle costs, the Municipality has identified these works through the 2020 Asset Management Plan. Watson & Associates Economists Ltd. H:\Bayham\2022 DC\Report\Bayham DC Report.docx Chapter 4 D.C.-Eligible Cost Analysis by Service Watson & Associates Economists Ltd. PAGE 4-2 H:\Bayham\2022 DC\Report\Bayham DC Report.docx 4. D.C.-Eligible Cost Analysis by Service 4.1 Introduction This chapter outlines the basis for calculating eligible costs for the D.C.s to be applied on an area-specific bases. In each case, the required calculation process set out in subsection 5 (1) paragraphs 2 to 7 in the D.C.A. and described in Chapter 3 was followed in determining D.C.-eligible costs. As mentioned earlier, the Municipality does not currently impose D.C.s. However, the Municipality does impose water and wastewater connection charges under their fees and charges by-law, which recovers the infrastructure costs that the Municipality originally constructed for both existing and future developments. It is the intent of the Municipality to transition the existing connection fees under a D.C. by-law in order to appropriately impose the charge to new developments. This chapter provides the background to the capital projects, as well as the historical fees that will be transitioned. 4.2 Wastewater Capital Costs and D.C. Calculation 4.2.1 Wastewater Capital As described in Chapter 2, the Municipality undertook an expansion to the wastewater system in the early 2000s for the areas of Port Burwell, Vienna, Straffordville, and Eden. Staff report 2000-27, dated July 28, 2000, provided the background analysis and recommendations for upgrading the municipality’s wastewater infrastructure. The report outlined the cost of the wastewater project (valued in 2000 dollars), which totals $19,383,500. Of this amount, $15,875,346 was to be funded by grants from the Province under the Provincial Water Protection Fund. Therefore, the net amount to be funded by the Municipality is $3,508,154. Since that time, the Municipality has imposed wastewater connection fees which are currently under by-law 2019-025, as amended, for the four serviced areas noted above. The fees are a combination of “per unit” charges and a “per foot” charge based on the frontage of the property, which are to recover the Municipality’s share of the wastewater project capital cost that was constructed over twenty years ago. Watson & Associates Economists Ltd. PAGE 4-3 H:\Bayham\2022 DC\Report\Bayham DC Report.docx As part of the analysis to be undertaken in this D.C. study, the connection fees with respect to the recovery of the wastewater capital infrastructure are being converted to a D.C., which will be imposed to new development/units. As the D.C. by-law is proposed to be considered in 2022, this requires an examination of the capital costs in current year (2022) dollars. Therefore, the capital amount noted above has been indexed to 2022 dollars based on the Statistics Canada Non-Residential Building Construction Price Index, which is estimated to be 154%. This provides a net capital cost for the wastewater project of $8,902,900. As this wastewater project is to provide servicing to all customers within the four areas noted above, the cost is to be spread equally between the existing and future service population identified in Chapter 2 (3,650 people). 4.2.2 Wastewater D.C. Calculations The basis for calculating the wastewater cost per capita is presented below. The following provides for the calculation of the costs on a per capita basis using the servicing targets identified in Chapter 2: Figure 4-1 Per Capita Calculations The calculation of the capital cost per capita is based on the capital works provided in section 4.2.1. As noted earlier, the servicing targets of 3,650 have been provided by CJDL. Whether the system expands in the number of users resulting from new growth, or from existing homes that are serviced and connected to the system, the capacity is provided for them equally. Figure 4-2 provides the average occupancies for low, medium and high-density housing for all households in Bayham. This information is based on 2016 Census data and is used in the calculation of the D.C. as presented in Figure 4-3. For calculations provided herein, the following persons per unit will be use: Description Amounts Net Capital Costs 8,902,907$ Existing and Future Service Population 3,650 Cost per Capita 2,439$ Watson & Associates Economists Ltd. PAGE 4-4 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Figure 4-2 Persons Per Unit (P.P.U.) Summary Based on the above persons per unit, the following charges are calculated for residential units: Figure 4-3 Wastewater D.C. Calculation In addition to the calculated wastewater charges provided above, the Municipality also imposes a wastewater connection fee based on a per foot of property frontage. The current amounts by area are provided below: • Port Burwell: $32.53 per foot • Vienna: $51.84 per foot • Straffordville: $51.84 per foot • Eden: $51.84 per foot These charges are currently imposed through a Fees and Charges By-law (2019-025, as amended) under the Municipal Act, 2001. It is proposed that these charges are to be transitioned under a D.C. by-law in order to be appropriately imposed for new developments. As D.C.s are typically imposed on a per unit basis, the frontage charge is recommended to be converted to a charge per unit. In speaking with Municipal staff, the average frontage of the residential unit will be assumed to be 84 feet. Therefore, the frontage charges identified above will be multiplied by 84 feet. This provides a Persons Per Unit by Residential Type P.P.U. Singles and Semi-Detached 3.524 Multiples 2.448 Apartments 2+ Bedrooms 1.730 Apartments 1 Bedroom or less 1.100 Unit Type Singles and Semi-Detached Multiples Apartments 2+ Bedrooms Apartments 1 Bedroom or less P.P.U.3.524 2.448 1.730 1.100 Wastewater Charge Per Capita 2,439$ 2,439$ 2,439$ 2,439$ Wastewater Development Charge 8,596$ 5,971$ 4,220$ 2,683$ Watson & Associates Economists Ltd. PAGE 4-5 H:\Bayham\2022 DC\Report\Bayham DC Report.docx single detached frontage charge of $2,733 for Port Burwell and $4,355 for Vienna, Straffordville, and Eden. Based on the information noted above, Figure 4-4 summarizes the total Wastewater D.C.s, by unit type, for the four service areas. Figure 4-4 Proposed Wastewater D.C.s 4.3 Water Connection Fees Transition At present, there are special area charges in effect (in addition to the wastewater charges presented in section 4.2) which provide for the specific recovery of water works within the Port Burwell, Vienna, and Richmond Water Service Areas. These charges are currently imposed through the Municipal Act, 2001 and are contained within the Municipality’s Fees and Charges By-law (2019-025, as amended) and the Water Works Fee By-law (2011-046). With respect to new undeveloped lots, it would be appropriate to provide the same charges through the D.C. by-law. Therefore, these charges are being incorporated as part of the D.C. process in order to impose similar charges on new units. 4.3.1 Water Charges – Port Burwell Within the Port Burwell area, the water system required capital upgrades in order to service future units on undeveloped lots. The upgrades included the construction of a new watermain, pumps, meters, chambers, and associated equipment. Description Singles and Semi-Detached Multiples Apartments 2+ Bedrooms Apartments 1 Bedroom or less Port Burwell Wastewater Services 11,329$ 7,870$ 5,562$ 3,536$ Vienna Wastewater Services 12,951$ 8,997$ 6,358$ 4,043$ Straffordville Wastewater Services 12,951$ 8,997$ 6,358$ 4,043$ Eden Wastewater Services 12,951$ 8,997$ 6,358$ 4,043$ Watson & Associates Economists Ltd. PAGE 4-6 H:\Bayham\2022 DC\Report\Bayham DC Report.docx The fees for the water infrastructure are a combination of a flat “per unit” charges and a “per foot” charge based on the frontage of the property. The fees are summarized below: • By-law 2011-46: o $1,388.64 per unit • By-law 2019-025, as amended: o $1,645.79 per unit o $10.97 per foot of frontage The fees outlined above are proposed to be included as a fee under the D.C. by-law. Similar to wastewater, the average frontage of the residential unit will be assumed to be 84 feet. This would provide a frontage charge of $921 per single detached dwelling. Therefore, in addition to the other per unit fees, the water D.C. to be included for Port Burwell is $3,955 and shall be payable prior to building permit issuance. Figure 4-5 outlines the proposed D.C. charges based on the residential unit type using the P.P.U. information in Figure 4-2. Figure 4-5 Port Burwell – Proposed Water D.C.s 4.3.2 Water Charges – Vienna Similar to Port Burwell, the water system in Vienna required capital upgrades in order to service future units on undeveloped lots. The upgrades included the construction of a new watermain, pumps, meters, chambers, and associated equipment. The fees for the water infrastructure are a combination of a flat “per unit” charges and a “per foot” charge based on the frontage of the property. The fees are summarized below: • By-law 2011-46: o $1,388.64 per unit Description Singles and Semi-Detached Multiples Apartments 2+ Bedrooms Apartments 1 Bedroom or less Port Burwell Water Services 3,955$ 2,748$ 1,942$ 1,235$ Watson & Associates Economists Ltd. PAGE 4-7 H:\Bayham\2022 DC\Report\Bayham DC Report.docx • By-law 2019-025, as amended: o $1,684.07 per unit o $11.21 per foot of frontage The fees outlined above are proposed to be included as a fee under the D.C. by-law. As mentioned earlier, the average frontage of the residential unit will be assumed to be 84 feet. This would provide a frontage charge of $942 per single detached dwelling. Therefore, in addition to the other per unit fees, the water D.C. to be included for Vienna is $4,015 and shall be payable prior to building permit issuance. Figure 4-6 outlines the proposed D.C. charges based on the residential unit type using the P.P.U. information in Figure 4-2. Figure 4-6 Vienna – Proposed Water D.C.s 4.3.3 Water Charges – Richmond Within the area of Richmond, the Municipality imposes a capital charge under Part 12 of the Municipal Act, 2001 to recover the cost of constructing a new municipal drinking water system. The capital charge is to be collected from both existing and new users that will benefit from the water system. Similar to the previous sections, the current charge for this system is being included as part of the D.C. by-law in order to impose the fee on new units. This capital charge is a flat rate of $13,506 per unit and shall be payable prior to building permit issuance. This amount has been converted to a charge based on the residential unit type by using the P.P.U. information in Figure 4-2 and is presented in Figure 4-7. Description Singles and Semi-Detached Multiples Apartments 2+ Bedrooms Apartments 1 Bedroom or less Vienna Water Services 4,015$ 2,789$ 1,971$ 1,253$ Watson & Associates Economists Ltd. PAGE 4-8 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Figure 4-7 Richmond – Proposed Water D.C.s Description Singles and Semi-Detached Multiples Apartments 2+ Bedrooms Apartments 1 Bedroom or less Richmond Water Services 13,506$ 9,382$ 6,630$ 4,216$ Watson & Associates Economists Ltd. H:\Bayham\2022 DC\Report\Bayham DC Report.docx Chapter 5 D.C. Policy Recommendations and D.C. By-law Rules Watson & Associates Economists Ltd. PAGE 5-1 H:\Bayham\2022 DC\Report\Bayham DC Report.docx 5. D.C. Policy Recommendations and D.C. By-law Rules 5.1 Introduction Subsection 5 (1) 9 states that rules must be developed: “to determine if a development charge is payable in any particular case and to determine the amount of the charge, subject to the limitations set out in subsection (6).” Paragraph 10 of the section goes on to state that the rules may provide for exemptions, phasing in and/or indexing of D.C.s. Subsection 5 (6) establishes the following restrictions on the rules: • the total of all D.C.s that would be imposed on anticipated development must not exceed the capital costs determined under subsection 5 (1) 2-7 for all services involved; • if the rules expressly identify a type of development, they must not provide for it to pay D.C.s that exceed the capital costs that arise from the increase in the need for service for that type of development; however, this requirement does not relate to any particular development; and • if the rules provide for a type of development to have a lower D.C. than is allowed, the rules for determining D.C.s may not provide for any resulting shortfall to be made up via other development. With respect to “the rules,” section 6 states that a D.C. by-law must expressly address the matters referred to above re subsection 5 (1) paragraphs 9 and 10, as well as how the rules apply to the redevelopment of land. The rules provided are based on the Municipality’s existing policies, with consideration for the changes to the D.C.A. resulting from Bills 108, 197 and 213. There are items under consideration at this time, however, and these may be refined prior to adoption of the by-law. Watson & Associates Economists Ltd. PAGE 5-2 H:\Bayham\2022 DC\Report\Bayham DC Report.docx 5.2 D.C. By-law Structure It is recommended that: • the Municipality uses an area-specific D.C. calculation for the water and wastewater services (contained within this report); and • one municipal D.C. by-law be used for the services referenced above. 5.3 D.C. By-law Rules The following subsections set out the recommended rules governing the calculation, payment and collection of D.C.s in accordance with section 6 of the D.C.A. It is recommended that the following sections provide the basis for the D.C.s.: 5.3.1 Payment in any Particular Case In accordance with the D.C.A., subsection 2 (2), a D.C. be calculated, payable, and collected where the development requires one or more of the following: “(a) the passing of a zoning by-law or of an amendment to a zoning by- law under section 34 of the Planning Act; (b) the approval of a minor variance under section 45 of the Planning Act; (c) a conveyance of land to which a by-law passed under subsection 50 (7) of the Planning Act applies; (d) the approval of a plan of subdivision under section 51 of the Planning Act; (e) a consent under section 53 of the Planning Act; (f) the approval of a description under section 9 of the Condominium Act, 1998; or (g) the issuing of a permit under the Building Code Act, 1992 in relation to a building or structure.” Watson & Associates Economists Ltd. PAGE 5-3 H:\Bayham\2022 DC\Report\Bayham DC Report.docx 5.3.2 Determination of the Amount of the Charge The following conventions be adopted: 1) Costs allocated to residential uses will be assigned to different types of residential units based on the average occupancy for each housing type constructed during the previous decade. 5.3.3 Application to Redevelopment of Land (Demolition and Conversion) Where, as a result of the redevelopment of land, a building or structure existing on the same land within 60 months prior to the date of payment of D.C.s in regard to such redevelopment was, or is to be demolished, in whole or in part, or converted from one principal use to another principal use on the same land, in order to facilitate the redevelopment, the D.C.s otherwise payable with respect to such redevelopment shall be reduced by the following amounts: 1) the number of dwelling units demolished/converted multiplied by the relevant D.C.s when the D.C.s are calculated with respect to the redevelopment; 2) the G.F.A. of the building demolished/converted multiplied by the relevant D.C.s when the D.C.s are calculated with respect to the redevelopment. The credit can, in no case, exceed the amount of D.C.s that would otherwise be payable. 5.3.4 Exemptions (full or partial) a) Statutory exemptions: • industrial building additions of up to and including 50% of the existing G.F.A. (defined in O. Reg. 82/98, section 1) of the building; for industrial building additions that exceed 50% of the existing G.F.A., only the portion of the addition in excess of 50% is subject to D.C.s (subsection 4 (3) of the D.C.A.); • Bayham municipal facilities, or a local board thereof; • A board as defined in subsection 1 (1) of the Education Act; Watson & Associates Economists Ltd. PAGE 5-4 H:\Bayham\2022 DC\Report\Bayham DC Report.docx • residential development in existing buildings: development that results only in the enlargement of an existing dwelling unit, or that results only in the creation of up to two additional dwelling units (based on prescribed limits set out in section 2 of O. Reg. 82/98); • residential development in new dwellings: development that includes the creation of up to two detached dwelling units (based on prescribed limits set out in section 2 of O. Reg. 82/98); and • land vested in or leased to a university that receives regular and ongoing operating funds from the government for the purposes of post-secondary education is exempt from development charges imposed under the Development Charges Act, 1997 if the development in respect of which development charges would otherwise be payable is intended to be occupied and used by the university. 2020, c. 34, Sched. 10, s. 1. b) Non-statutory exemptions for Council’s Consideration: • Non-residential development 5.3.5 Phasing in No provisions for phasing in the D.C. are provided in the D.C. by-law. 5.3.6 Timing of Collection The D.C.s for all services and classes are payable upon issuance of a building permit for each dwelling unit, building, or structure, subject to early or late payment agreements entered into by the Municipality and an owner under section 27 of the D.C.A. Rental housing and institutional developments will pay D.C.s in six equal annual payments commencing at occupancy. Non-profit housing developments will pay D.C.s in 21 equal annual payments commencing at occupancy. Moreover, the D.C. amount for all developments occurring within two years of a Site Plan or Zoning By-law Amendment planning approval (for applications submitted after January 1, 2020), shall be determined based on the D.C. in effect on the day of the applicable Site Plan or Zoning By-law Amendment application. Watson & Associates Economists Ltd. PAGE 5-5 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Instalment payments and payments determined at the time of Site Plan or Zoning By- law Amendment application are subject to annual interest charges calculated based on 6.5%. 5.3.7 Indexing Indexing of the D.C.s shall be implemented on a mandatory basis annually commencing on January 1, 2023 and each January 1st thereafter, in accordance with the Statistics Canada Quarterly, Non-Residential Building Construction Price Index (Table 18-10- 0135-01)[1] for the most recent year-over-year period. 5.3.8 The Applicable Areas The charges developed herein provide water and wastewater charges applicable to all development in the areas of Port Burwell, Vienna, Straffordville, Eden, and Richmond. 5.4 Other D.C. By-law Provisions It is recommended that: 5.4.1 Categories of Services for Reserve Fund and Credit Purposes It is recommended that the Municipality create new reserve funds for water and wastewater services. Appendix A outlines the reserve fund policies that the Municipality is required to follow as per the D.C.A. 5.4.2 By-law In-force Date A by-law under the D.C.A. comes into force on the day after which the by-law is passed by Council. [1] O. Reg. 82/98 referenced “The Statistics Canada Quarterly, Construction Price Statistics, catalogue number 62-007” as the index source. Since implementation, Statistics Canada has modified this index twice and the above-noted index is the most current. The draft by-law provided herein refers to O. Reg. 82/98 to ensure traceability should this index continue to be modified over time. Watson & Associates Economists Ltd. PAGE 5-6 H:\Bayham\2022 DC\Report\Bayham DC Report.docx 5.4.3 Minimum Interest Rate Paid on Refunds and Charged for Inter- Reserve Fund Borrowing The minimum interest rate is the Bank of Canada rate on the day on which the by-law comes into force (as per section 11 of O. Reg. 82/98). 5.4.4 Area Rating As noted earlier, Bill 73 has introduced two new sections where Council must consider the use of area specific charges: 1. Subsection 2 (9) of the D.C.A. now requires a municipality to implement area- specific D.C.s for either specific services which are prescribed and/or for specific municipalities which are to be regulated (note that at this time, no municipalities or services are prescribed by the regulations). 2. Subsection 10 (2) c.1 of the D.C.A. requires that “the development charges background study shall include consideration of the use of more than one development charge by-law to reflect different needs for services in different areas.” In regard to the first item, there are no services or specific municipalities identified in the regulations which must be area rated. The second item requires Council to consider the use of area rating. With respect to the water and wastewater services identified in this D.C. study, the associated capital works are intended to provide a direct benefit to developments within the urban settlement areas of Port Burwell, Vienna, Straffordville, Eden, and Richmond. Therefore, it is recommended that the D.C.s are imposed on an area-specific basis. 5.5 Other Recommendations It is recommended that Council: “Adopt the D.C. approach to calculate the services on an area-specific basis for the Settlement Areas of Port Burwell, Vienna, Straffordville, Eden, and Richmond;” Watson & Associates Economists Ltd. PAGE 5-7 H:\Bayham\2022 DC\Report\Bayham DC Report.docx “Confirm the capital and associated rates calculated in former by-laws identified in Chapter 4 of the D.C. study dated August 5, 2022, as amended (if applicable);” “Approve the D.C.s Background Study dated August 5, 2022, as amended (if applicable);" “Determine that no further public meeting is required;” and “Approve the D.C. By-law as set out in Appendix D.” Watson & Associates Economists Ltd. H:\Bayham\2022 DC\Report\Bayham DC Report.docx Chapter 6 By-law Implementation Watson & Associates Economists Ltd. PAGE 6-1 H:\Bayham\2022 DC\Report\Bayham DC Report.docx 6. By-law Implementation 6.1 Public Consultation Process 6.1.1 Introduction This chapter addresses the mandatory, formal public consultation process (subsection 6.1.2), as well as the optional, informal consultation process (subsection 6.1.3). The latter is designed to seek the co-operation and participation of those involved, in order to produce the most suitable policy. Subsection 6.1.4 addresses the anticipated impact of the D.C. on development from a generic viewpoint. 6.1.2 Public Meeting of Council Section 12 of the D.C.A. indicates that before passing a D.C. by-law, Council must hold at least one public meeting, giving at least 20 clear days’ notice thereof, in accordance with the regulation. Council must also ensure that the proposed by-law and background report are made available to the public at least two weeks prior to the (first) meeting. Any person who attends such a meeting may make representations related to the proposed by-law. If a proposed by-law is changed following such a meeting, Council must determine whether a further meeting (under this section) is necessary (i.e. if the proposed by-law which is proposed for adoption has been changed in any respect, Council should formally consider whether an additional public meeting is required, incorporating this determination as part of the final by-law or associated resolution. It is noted that Council’s decision, once made, is final and not subject to review by a Court or the Ontario Land Tribunal (OLT) (formerly the Local Planning Appeal Tribunal (LPAT) and Ontario Municipal Board (OMB)). 6.1.3 Other Consultation Activity There are three broad groupings of the public who are generally the most concerned with Municipal D.C. policy: 1. The first grouping is the residential development community, consisting of land developers and builders, who are typically responsible for generating the majority Watson & Associates Economists Ltd. PAGE 6-2 H:\Bayham\2022 DC\Report\Bayham DC Report.docx of the D.C. revenues. Others, such as realtors, are directly impacted by D.C. policy. They are, therefore, potentially interested in all aspects of the charge, particularly the quantum by unit type, projects to be funded by the D.C. and the timing thereof, and Municipal policy with respect to development agreements, D.C. credits, and front-ending requirements. 2. The second public grouping embraces the public at large and includes taxpayer coalition groups and others interested in public policy. 3. The third grouping is the industrial/commercial/institutional development sector, consisting of land developers and major owners or organizations with significant construction plans, such as hotels, entertainment complexes, shopping centres, offices, industrial buildings, and institutions. Also involved are organizations such as Industry Associations, the Chamber of Commerce, the Board of Trade, and the Economic Development Agencies, who are all potentially interested in Municipal D.C. policy. Their primary concern is frequently with the quantum of the charge, G.F.A. exclusions such as basements, mechanical or indoor parking areas, or exemptions and phase-in or capping provisions in order to moderate the impact. 6.1.4 Anticipated Impact of the Charge on Development The establishment of sound D.C. policy often requires the achievement of an acceptable balance between two competing realities. The first is that high non- residential D.C.s can, to some degree, represent a barrier to increased economic activity and sustained industrial/commercial growth, particularly for capital intensive uses. Also, in many cases, increased residential D.C.s can ultimately be expected to be recovered via higher housing prices and can impact project feasibility in some cases (e.g. rental apartments). On the other hand, D.C.s or other Municipal capital funding sources need to be obtained in order to help ensure that the necessary infrastructure and amenities are installed. The timely installation of such works is a key initiative in providing adequate service levels and in facilitating strong economic growth, investment, and wealth generation. Watson & Associates Economists Ltd. PAGE 6-3 H:\Bayham\2022 DC\Report\Bayham DC Report.docx 6.2 Implementation Requirements 6.2.1 Introduction Once the Municipality has calculated the charge, prepared the complete background study, carried out the public process, and passed a new by-law, the emphasis shifts to implementation matters. These include notices, potential appeals and complaints, credits, front-ending agreements, subdivision agreement conditions, and finally the collection of revenues and funding of projects. The sections that follow overview the requirements in each case. 6.2.2 Notice of Passage In accordance with section 13 of the D.C.A., when a D.C. by-law is passed, the Municipal clerk shall give written notice of the passing and of the last day for appealing the by-law (the day that is 40 days after the day it was passed). Such notice must be given no later than 20 days after the day the by-law is passed (i.e. as of the day of newspaper publication or the mailing of the notice). Section 10 of O. Reg. 82/98 further defines the notice requirements which are summarized as follows: • notice may be given by publication in a newspaper which is (in the clerk’s opinion) of sufficient circulation to give the public reasonable notice, or by personal service, fax or mail to every owner of land in the area to which the by- law relates; • subsection 10 (4) lists the persons/organizations who must be given notice; and • subsection 10 (5) lists the eight items that the notice must cover. 6.2.3 By-law Pamphlet In addition to the “notice” information, the Municipality must prepare a “pamphlet” explaining each D.C. by-law in force, setting out: • a description of the general purpose of the D.C.s; Watson & Associates Economists Ltd. PAGE 6-4 H:\Bayham\2022 DC\Report\Bayham DC Report.docx • the “rules” for determining if a charge is payable in a particular case and for determining the amount of the charge; • the services to which the D.C.s relate; and • a description of the general purpose of the Treasurer’s statement and where it may be received by the public. Where a by-law is not appealed to the OLT, the pamphlet must be readied within 60 days after the by-law comes into force. Later dates apply to appealed by-laws. The Municipality must give one copy of the most recent pamphlet without charge to any person who requests one. 6.2.4 Appeals Sections 13 to 19 of the D.C.A. set out the requirements relative to making and processing a D.C. by-law appeal and OLT hearing in response to an appeal. Any person or organization may appeal a D.C. by-law to the OLT by filing a notice of appeal with the Municipal clerk, setting out the objection to the by-law and the reasons supporting the objection. This must be done by the last day for appealing the by-law, which is 40 days after the by-law is passed. The Municipality is carrying out a public consultation process, in order to address the issues that come forward as part of that process, thereby avoiding or reducing the need for an appeal to be made. 6.2.5 Complaints A person required to pay a D.C., or his agent, may complain to the Municipality’s Council imposing the charge that: • the amount of the charge was incorrectly determined; • the reduction to be used against the D.C. was incorrectly determined; or • there was an error in the application of the D.C. Sections 20 to 25 of the D.C.A. set out the requirements that exist, including the fact that a complaint may not be made later than 90 days after a D.C. (or any part of it) is payable. A complainant may appeal the decision of Municipality’s Council to the OLT. Watson & Associates Economists Ltd. PAGE 6-5 H:\Bayham\2022 DC\Report\Bayham DC Report.docx 6.2.6 Credits Sections 38 to 41 of the D.C.A. set out a number of credit requirements, which apply where a Municipality agrees to allow a person to perform work in the future that relates to a service in the D.C. by-law. These credits would be used to reduce the amount of D.C.s to be paid. The value of the credit is limited to the reasonable cost of the work which does not exceed the average level of service. The credit applies only to the service to which the work relates, unless the Municipality agrees to expand the credit to other services for which a D.C. is payable. 6.2.7 Front-Ending Agreements The Municipality and one or more landowners may enter into a front-ending agreement that provides for the costs of a project which will benefit an area in the Municipality to which the D.C. by-law applies. Such an agreement can provide for the costs to be borne by one or more parties to the agreement who are, in turn, reimbursed in future by persons who develop land defined in the agreement. Part III of the D.C.A. (sections 44 to 58) addresses front-ending agreements and removes some of the obstacles to their use which were contained in the D.C.A., 1989. Accordingly, the Municipality assesses whether this mechanism is appropriate for its use, as part of funding projects prior to Municipality funds being available. 6.2.8 Severance and Subdivision Agreement Conditions Section 59 of the D.C.A. prevents a municipality from imposing, directly or indirectly, a charge related to development or a requirement to construct a service related to development, by way of a condition or agreement under section 51 or section 53 of the Planning Act, except for: • “local services, related to a plan of subdivision or within the area to which the plan relates, to be installed or paid for by the owner as a condition of approval under section 51 of the Planning Act;” and • “local services to be installed or paid for by the owner as a condition of approval under section 53 of the Planning Act.” Watson & Associates Economists Ltd. PAGE 6-6 H:\Bayham\2022 DC\Report\Bayham DC Report.docx It is also noted that subsection 59 (4) of the D.C.A. requires that the municipal approval authority for a draft plan of subdivision under subsection 51 (31) of the Planning Act, use its power to impose conditions to ensure that the first purchaser of newly subdivided land is informed of all the D.C.s related to the development, at the time the land is transferred. In this regard, if the Municipality in question is a commenting agency, in order to comply with subsection 59 (4) of the D.C.A. it would need to provide to the approval authority, information regarding the applicable Municipality D.C.s related to the site. If the Municipality is an approval authority for the purposes of section 51 of the Planning Act, it would be responsible to ensure that it collects information from all entities that can impose a D.C. The most effective way to ensure that purchasers are aware of this condition would be to require it as a provision in a registered subdivision agreement, so that any purchaser of the property would be aware of the charges at the time the title was searched prior to closing a transaction conveying the lands. Appendices Watson & Associates Economists Ltd. PAGE A-1 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Appendix A D.C. Reserve Fund Policy Watson & Associates Economists Ltd. PAGE A-2 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Appendix A: D.C. Reserve Fund Policy A.1 Legislative Requirements The Development Charges Act, 1997, as amended (D.C.A.) requires development charge (D.C.) collections (and associated interest) to be placed in separate reserve funds. Sections 33 through 36 of the D.C.A. provide the following regarding reserve fund establishment and use: • A municipality shall establish a reserve fund for each service to which the D.C. by-law relates; section 7, however, allows services to be grouped into categories of services for reserve fund (and credit) purposes and for classes of services to be established. • The municipality shall pay each D.C. it collects into a reserve fund or funds to which the charge relates. • The money in a reserve fund shall be spent only for the “capital costs” determined through the legislated calculation process (as per subsection 5 (1) 2-8). • Money may be borrowed from the fund but must be paid back with interest (O. Reg. 82/98, subsection 11 (1) defines this as Bank of Canada rate either on the day the by-law comes into force or, if specified in the by-law, the first business day of each quarter). • D.C. reserve funds may not be consolidated with other municipal reserve funds for investment purposes and may only be used as an interim financing source for capital undertakings for which D.C.s may be spent (section 37). Annually, the Treasurer of the municipality is required to provide Council with a financial statement related to the D.C. by-law(s) and reserve funds. This statement must be made available to the public and may be requested to be forwarded to the Minister of Municipal Affairs and Housing. The D.C.A. does not prescribe how the statement is to be made available to the public. We would recommend that a resolution of Council make the statement available on the municipality’s website or upon request. Subsection 43 (2) and O. Reg. 82/98 prescribe the information that must be included in the Treasurer’s statement, as follows: • opening balance; Watson & Associates Economists Ltd. PAGE A-3 H:\Bayham\2022 DC\Report\Bayham DC Report.docx • closing balance; • description of each service and/or service category for which the reserve fund was established (including a list of services within a service category); • transactions for the year (e.g. collections, draws) including each asset’s capital costs to be funded from the D.C. reserve fund and the manner for funding the capital costs not funded under the D.C. by-law (i.e. non-D.C. recoverable cost share and post-period D.C. recoverable cost share); • for projects financed by D.C.s, the amount spent on the project from the D.C. reserve fund and the amount and source of any other monies spent on the project; • amounts borrowed, purpose of the borrowing, and interest accrued during previous year; • amount and source of money used by the municipality to repay municipal obligations to the D.C. reserve fund; • list of credits by service or service category (outstanding at the beginning of the year, given in the year, and outstanding at the end of the year by the holder); • for credits granted under section 14 of the previous D.C.A., a schedule identifying the value of credits recognized by the municipality, the service to which it applies and the source of funding used to finance the credit; and • a statement as to compliance with subsection 59 (1) of the D.C.A., whereby the municipality shall not impose, directly or indirectly, a charge related to a development or a requirement to construct a service related to development, except as permitted by the D.C.A. or another Act. Based upon the above, Figure 1 and Attachments 1 and 2, set out the format for which annual reporting to Council should be provided. A.2 D.C. Reserve Fund Application Section 35 of the D.C.A. states that: “The money in a reserve fund established for a service may be spent only for capital costs determined under paragraphs 2 to 7 of subsection 5(1).” This provision clearly establishes that reserve funds collected for a specific service are only to be used for that service, or to be used as a source of interim financing of capital undertakings for which a D.C. may be spent. Watson & Associates Economists Ltd. PAGE A-4 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Figure 1 Municipality of Bayham Annual Treasurer's Statement of Development Charge Reserve Funds Services to which the Development Charge Relates Description Water Services Wastewater Services Opening Balance, January 1, ________0 Plus: Development Charge Collections 0 Accrued Interest 0 Repayment of Monies Borrowed from Fund and Associated Interest1 0 Sub-Total 0 0 0 Less: Amount Transferred to Capital (or Other) Funds2 0 Amounts Refunded 0 Amounts Loaned to Other D.C. Service Category for Interim Financing 0 Credits3 0 Sub-Total 0 0 0 Closing Balance, December 31, ________0 0 0 1 Source of funds used to repay the D.C. reserve fund 2 See Attachment 1 for details 3 See Attachment 2 for details The Municipality is compliant with s.s. 59.1 (1) of the Development Charges Act , whereby charges are not directly or indirectly imposed on development nor has a requirement to construct a service related to development been imposed, except as permitted by the Total Watson & Associates Economists Ltd. PAGE A-5 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Attachment 1 Municipality of Bayham Amount Transferred to Capital (or Other) Funds - Capital Fund Transactions D.C. Recoverable Cost Share Non-D.C. Recoverable Cost Share D.C. Forecast Period Post D.C. Forecast Period Capital Fund Transactions Gross Capital Cost D.C. Reserve Fund Draw D.C. Debt Financing Grants, Subsidies Other Contributions Post-Period Benefit/ Capacity Interim Financing Grants, Subsidies Other Contributions Other Reserve/Reser ve Fund Draws Tax Supported Operating Fund Contributions Rate Supported Operating Fund Contributions Debt Financing Grants, Subsidies Other Contributions Water Services Capital Cost A Capital Cost B Capital Cost C Sub-Total - Water $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Wastewater Services Capital Cost D Capital Cost E Capital Cost F Sub-Total - Wastewater $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Amount Transferred to Operating (or Other) Funds - Operating Fund Transactions D.C. Reserve Fund Draw Post D.C. Forecast Period Non-D.C. Recoverable Cost Share Operating Fund Transactions Principal Interest Principal Interest Source Principal Interest Source Water Services Capital Cost G Capital Cost H Capital Cost I Sub-Total - Water $0 $0 $0 $0 $0 $0 $0 Wastewater Services Capital Cost J Capital Cost K Capital Cost L Sub-Total - Wastewater $0 $0 $0 $0 $0 $0 $0 Annual Debt Repayment Amount Watson & Associates Economists Ltd. PAGE A-6 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Attachment 2 Municipality of Bayham Statement of Credit Holder Transactions Credit Holder Applicable D.C. Reserve Fund Credit Balance Outstanding Beginning of Year ________ Additional Credits Granted During Year Credits Used by Holder During Year Credit Balance Outstanding End of Year ________ Credit Holder A Credit Holder B Credit Holder C Credit Holder D Credit Holder E Credit Holder F Watson & Associates Economists Ltd. PAGE B-1 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Appendix B Local Service Policy Watson & Associates Economists Ltd. PAGE B-2 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Appendix B: Local Service Policy This Appendix sets out the Municipality’s General Policy Guidelines on Development Charges (D.C.) and local service funding for Water, Wastewater, and Stormwater Management Works. The guidelines outline, in general terms, the size and nature of engineered infrastructure that is considered as a local service, to be emplaced separately by landowners, pursuant to a development agreement. The following policy guidelines are general principles by which staff will be guided in considering development applications. Each application will be considered, however, in the context of these policy guidelines and subsection 59 (2) of the Development Charges Act, 1997, S.O. 1997, c. 27 (D.C.A.), on its own merits having regard to, among other factors, the nature, type and location of the development and any existing and proposed development in the surrounding area, as well as the location and type of services required and their relationship to the proposed development and to existing and proposed development in the area. A. WATER AND WASTEWATER 1. Underground services (linear infrastructure for water, and sanitary services) within the road allowance are not included in the cost of road infrastructure and are treated separately. The responsibility for such services as well as pumping stations, which are undertaken as part of new developments or redevelopments, will be determined by the following principles: 2. The costs of the following items shall be direct developer responsibilities as a local service: a) providing all underground services internal to the development, including water and sanitary services; b) providing service connections from existing underground services to the development; c) providing new underground services or upgrading existing underground services external to the development if the services are required to service the development. If external services are required by two or more developments, the developer for the first development will be responsible for the cost of the external Watson & Associates Economists Ltd. PAGE B-3 H:\Bayham\2022 DC\Report\Bayham DC Report.docx services and may enter into front-ending/cost-sharing agreements with other developers independent of the Municipality; d) providing other facilities required by the development including all associated features such as landscaping and fencing; e) water booster pumping stations, reservoir pumping stations and/or sanitary pumping stations serving individual developments; and f) existing water booster pumping stations, reservoir pumping station and/or sanitary pumping station which require upsizing as a result of a development, shall be upgraded at the expense of the developing landowner. 3. The costs of the following items shall be paid through development charges: a) external underground services involving trunk infrastructure and pipe sizes for water and sanitary services that are not identified in 2(c); b) water, reservoir and/or sanitary pumping stations not required for the individual development; c) Water treatment, storage facilities, transmission mains, re-chlorination/sampling stations and wells associated with municipal service areas to be included within the D.C.; and d) Wastewater treatment plants and transmission mains associated with municipal service areas shall be included in the D.C B. STORM WATER MANAGEMENT 1. Storm Sewer systems and drainage works that are required, related to, or within the area needed to support the development, either internal or external to the area to which the plan relates: Direct developer responsibility under section 59 of the D.C.A. as a local service. 2. Storm Water facility for quality and/or quantity management: a) inclusive of land and all associated infrastructure, such as landscaping and perimeter fencing: Direct developer responsibility under section 59 of the D.C.A. as a local service. Watson & Associates Economists Ltd. PAGE B-4 H:\Bayham\2022 DC\Report\Bayham DC Report.docx b) the over-sizing cost of a facility’s capacity, excluding land, to accommodate runoff from new, widened, extended or upgraded arterial roadways that are included in the D.C.: Included as part of Services related to a Highway funded by the Municipality. 3. Erosion works, inclusive of all restoration requirements, related to, or within the area needed to support the development: Direct developer responsibility under section 59 of the D.C.A. as a local service. Watson & Associates Economists Ltd. PAGE C-1 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Appendix C Asset Management Plan Watson & Associates Economists Ltd. PAGE C-2 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Appendix C: Asset Management Plan The recent changes to the Development Charges Act, 1997, as amended (D.C.A.) (new subsection 10 (2) (c.2)) require that the background study must include an asset management plan (A.M.P.) related to new infrastructure. Subsection 10 (3) of the D.C.A. provides: “The asset management plan shall, (a) deal with all assets whose capital costs are proposed to be funded under the development charge by-law; (b) demonstrate that all the assets mentioned in clause (a) are financially sustainable over their full life cycle; (c) contain any other information that is prescribed; and (d) be prepared in the prescribed manner.” In regard to the above, section 8 of the regulations was amended to include subsections (2), (3), and (4) which set out specific detailed requirements for transit (only). For all services except transit, there are no prescribed requirements at this time, thus requiring the municipality to define the approach to include in the background study. At a broad level, the A.M.P. provides for the long-term investment in an asset over its entire useful life along with the funding. The schematic below identifies the costs for an asset through its entire lifecycle. For growth-related works, the majority of capital costs will be funded by the development charge (D.C.). Non-growth-related expenditures will then be funded from non-D.C. revenues as noted below. During the useful life of the asset, there will be minor maintenance costs to extend the life of the asset along with additional program-related expenditures to provide the full services to the residents. At the end of the life of the asset, it will be replaced by non-D.C. financing sources. It should be noted that with the recent passing of the Infrastructure for Jobs and Prosperity Act (I.J.P.A.) municipalities are now required to complete A.M.P.s, based on certain criteria, which are to be completed by 2022 for core municipal services and 2024 for all other services. The amendments to the D.C.A. do not require municipalities to complete these A.M.P.s (required under I.J.P.A.) for the D.C. background study, rather the D.C.A. requires that the D.C. background study include information to show the assets to be funded by the D.C. are sustainable over their full lifecycle. Watson & Associates Economists Ltd. PAGE C-3 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Purchase Install Commission Operate Maintain Monitor (Throughout Life of Assets) (To End of Useful Life) Removal/Decommission Disposal New Assets Replacement Assets Reserves/Reserve Funds Debentures User Fees Grants Other Proceeds on Disposal Funding of Disposal / Decommissioning Costs Operating Budget Financing Methods Purchase Install Commission Operate Maintain Monitor (Throughout Life of Assets) (To End of Useful Life) Removal/Decommission Disposal In 2012, the Province developed Building Together: Guide for municipal asset management plans which outlines the key elements for an A.M.P., as follows: State of local infrastructure: asset types, quantities, age, condition, financial accounting valuation and replacement cost valuation. Desired levels of service: defines levels of service through performance measures and discusses any external trends or issues that may affect expected levels of service or the municipality’s ability to meet them (for example, new accessibility standards, climate change impacts). Asset management strategy: the asset management strategy is the set of planned actions that will seek to generate the desired levels of service in a sustainable way, while managing risk, at the lowest lifecycle cost. Financing strategy: having a financial plan is critical for putting an A.M.P. into action. By having a strong financial plan, municipalities can also demonstrate that they have Watson & Associates Economists Ltd. PAGE C-4 H:\Bayham\2022 DC\Report\Bayham DC Report.docx made a concerted effort to integrate the A.M.P. with financial planning and municipal budgeting and are making full use of all available infrastructure financing tools. Commensurate with the above, the Municipality prepared an A.M.P. in 2020 and includes an analysis of the water and wastewater assets identified in this D.C. study. Watson & Associates Economists Ltd. PAGE D-1 H:\Bayham\2022 DC\Report\Bayham DC Report.docx Appendix D Proposed D.C. By-law Watson & Associates Economists Ltd. PAGE D-2 H:\Bayham\2022 DC\Report\Bayham DC Report.docx The Corporation of the Municipality of Bayham By-Law Number 2022-___ A by-law to establish development charges for the Municipality of Bayham WHEREAS subsection 2(1) of the Development Charges Act, 1997 c. 27, as amended (hereinafter called "the Act") provides that the council of a municipality may pass By- laws for the imposition of development charges against land for increased capital costs required because of the need for services arising from development in the area to which the by-law applies; AND WHEREAS the Council of The Corporation of the Municipality of Bayham has given notice on August __, 2022 according to section 12 of the Development Charges Act, 1997 as amended, of its intention to pass a by-law under Section 2 of the said Act; AND WHEREAS the Council of the Municipality of Bayham has heard all persons who applied to be heard no matter whether in objection to, or in support of, the development charge proposal at a public meeting held on September 1, 2022; AND WHEREAS the Council of the Municipality of Bayham had before it a report entitled Development Charge Background Study dated August 5, 2022, prepared by Watson & Associates Economists Ltd., wherein it is indicated that the development of any land within the Municipality of Bayham will increase the need for services as defined herein; AND WHEREAS the Council of the Municipality of Bayham on September 1, 2022, approved the applicable Development Charge Background Study, as amended (if applicable) inclusive of the capital forecast therein, in which certain recommendations were made relating to the establishment of a development charge policy for the Municipality of Bayham pursuant to the Development Charges Act, 1997, as amended; AND WHEREAS the Council of the Municipality of Bayham on September 1, 2022, determined that no additional public meeting was required to be held as part of the approval process NOW THEREFORE THE COUNCIL OF THE CORPORATION OF THE MUNICIPALITY OF BAYHAM ENACTS AS FOLLOWS: Watson & Associates Economists Ltd. PAGE D-3 H:\Bayham\2022 DC\Report\Bayham DC Report.docx 1. INTERPRETATION 1.1 In this By-law the following items shall have the corresponding meanings: “Act” means the Development Charges Act, as amended, or any successor thereof; “accessory use” means where used to describe a use, building or structure, that the use, building or structure is naturally and normally incidental, subordinate in purpose of floor area or both, and exclusively devoted to a principle use, building or structure; “agricultural use” means a bona fide farming operation; “ancillary” will have the same definition as “accessory”; “apartment unit” means any residential dwelling unit within a building containing three or more dwelling units where access to each residential unit is obtained through a common entrance or entrances from the street level and the residential units are connected by an interior corridor; “bedroom” means a habitable room larger than seven square metres, including a den, study or other similar area, but does not include a living room, dining room or kitchen; “benefiting area” means an area defined by a map, plan or legal description in a front-ending agreement as an area that will receive a benefit from the construction of a service; “board of education” has the same meaning as set out in the Education Act, R.S.O. 19990, Chap. E.2, as amended, or any successor thereof; “bona fide farm uses” means the proposed development will qualify as a farm business operating with a valid Farm Business Registration Number issued by the Ontario Ministry of Agriculture, Food and Rural Affairs and be assessed in the Farmland Realty Tax Class by the Ontario Property Assessment Corporation; Watson & Associates Economists Ltd. PAGE D-4 H:\Bayham\2022 DC\Report\Bayham DC Report.docx “Building Code Act” means the Building Code Act, S.O. 1992, as amended, or any successor thereof; “cannabis/marijuana facilities" means a building used, designed or intended for growth, producing, testing, destroying, storing or distribution, excluding retail sales, of medical marijuana or cannabis authorized by a license issued by the federal Minister of Health pursuant to section 25 of the Marihuana for Medical Purposes Regulations, SOR/2013-119, under the Controlled Drugs and Substances Act, S.C. 1996, c.19; “class” means a grouping of services combined to create a single service for the purposes of this by-law and as provided in section 7 of the Act; “capital cost” means costs incurred or proposed to be incurred by the Municipality or a local board thereof directly or by others on behalf of and as authorized by the Municipality or local board, (a) to acquire land or an interest in land, including a leasehold interest, (b) to improve land, (c) to acquire, lease, construct or improve buildings and structures, (d) to acquire, construct or improve facilities, including: (i) furniture and equipment other than computer equipment; and (ii) material acquired for circulation, reference or information purposes by a library board as defined in the Public Libraries Act, R.S.O. 19990, Chap. P.44, as amended, or any successor thereof; and (iii) rolling stock with an estimated useful life of seven years or more; and (e) to undertake studies in connection with any matter under the Act and any of the matters in clauses (a) to (d) above, including the development charge background study, Watson & Associates Economists Ltd. PAGE D-5 H:\Bayham\2022 DC\Report\Bayham DC Report.docx required for the provision of services designated in this By-law within or outside the Municipality, including interest on borrowing for those expenditures under clauses (a) to (e) above that are growth-related; “commercial” means any non-residential development not defined under “institutional” or “industrial”; “Council” means the Council of the Municipality; “development” means the construction, erection or placing of one or more buildings or structures on land or the making of an addition or alteration to a building or structure that has the effect of increasing the size of usability thereof, and includes redevelopment; “development charge” means a charge imposed with respect to this By- law; “dwelling unit” means any part of a building or structure used, designed or intended to be used as a domestic establishment in which one or more persons may sleep and are provided with culinary and sanitary facilities for their exclusive use; “existing” means the number, use and size that existed as of the date this By-law was passed; “existing industrial building” shall have the same meaning as the term is defined in the Regulation, “farm building” means that part of a bona fide farming operation encompassing barns, silos and other ancillary development to an agricultural use, but excluding a residential use; “grade” means the average level of finished ground adjoining a building or structure at all exterior walls; “gross floor area” means: (a) in the case of a residential building or structure, the total area of all floors above grade of a dwelling unit measured between the outside Watson & Associates Economists Ltd. PAGE D-6 H:\Bayham\2022 DC\Report\Bayham DC Report.docx surfaces of exterior walls or between the outside surfaces of exterior walls and the centre line of party walls dividing the dwelling unit from any other dwelling unit or other portion of a building; and (b) in the case of a non-residential building or structure, or in the case of a mixed-use building or structure with respect to the non- residential portion thereof, the total area of all building floors above or below grade measured between the outside surfaces of the exterior walls, or between the outside surfaces of exterior walls and the centre line of party walls dividing a non-residential use and a residential use, except for: (i) a room or enclosed area within the building or structure above or below that is used exclusively for the accommodation of heating, cooling, ventilating, electrical, mechanical or telecommunications equipment that service the building; (ii) loading facilities above or below grade; and (iii) a part of the building or structure below grade that is used for the parking of motor vehicles or for storage or other accessory use; “industrial” means lands, buildings or structures used or designed or intended for use for manufacturing, processing, fabricating or assembly of raw goods, warehousing or bulk storage of goods, and includes office uses and the sale of commodities to the general public where such uses are accessory to an industrial use, but does not include the sale of commodities to the general public through a warehouse club. The portion of a Cannabis/Marijuana facility not used for growing of the product will also be included in this category; “Institutional” means development of a building or structure intended for use (a) as a long-term care home within the meaning of subsection 2 (1) of the Long-Term Care Homes Act, 2007; Watson & Associates Economists Ltd. PAGE D-7 H:\Bayham\2022 DC\Report\Bayham DC Report.docx (b) as a retirement home within the meaning of subsection 2 (1) of the Retirement Homes Act, 2010; (c) by any of the following post-secondary institutions for the objects of the institution: (i) a university in Ontario that receives direct, regular, and ongoing operating funding from the Government of Ontario, (ii) a college or university federated or affiliated with a university described in subclause (i), or (iii) an Indigenous Institute prescribed for the purposes of section 6 of the Indigenous Institutes Act, 2017; (d) as a memorial home, clubhouse or athletic grounds by an Ontario branch of the Royal Canadian Legion; or (e) as a hospice to provide end of life care; “interest rate” means the Municipality’s annual rate of interest of 6.5%; “local board” means a local board as defined in the Development Charges Act; “local services” means those services, facilities or things which are under the jurisdiction of the Municipality and are related to a plan of subdivision or within the area to which the plan relates with respect to the lands under sections 41, 51 or 53 of the Planning Act, R.S.O. 19990, Chap. P.13, as amended, or any successor thereof; “mobile home” means any dwelling that is designed to be made mobile, and constructed or manufactured to provide a permanent residence for one or more persons, but does not include a travel trailer or tent trailer; “multiple dwellings” means all dwellings other than single detached, semi- detached and apartment unit dwellings; “Municipality” means the Corporation of the Municipality of Bayham; Watson & Associates Economists Ltd. PAGE D-8 H:\Bayham\2022 DC\Report\Bayham DC Report.docx “non-profit housing” means development of a building or structure intended for use as residential premises by, (a) a corporation without share capital to which the Corporations Act applies, that is in good standing under that Act and whose primary object is to provide housing; (b) a corporation without share capital to which the Canada Not-for- profit Corporations Act applies, that is in good standing under that Act and whose primary object is to provide housing; or (c) a non-profit housing co-operative that is in good standing under the Co-operative Corporations Act; “non-residential use” means a building or structure of any kind whatsoever used, designed or intended to be used for other than a residential use and includes all commercial, industrial and institutional uses; “owner” means the owner of land or a person who has made application for an approval for the development of land upon which a development charge is imposed; “place of worship” means that part of a building or structure that is exempt from taxation as a place of worship under the Assessment Act, R.S.O. 1990, Chap. A.31, as amended, or any successor thereof; “regulation” means any regulation made pursuant to the Act; “rental housing” means development of a building or structure with four or more dwelling units all of which are intended for use as rented residential premises; “residential use” means land or buildings or structures of any kind whatsoever used, designed or intended to be used as living accommodations for one or more individuals; “Secondary dwelling unit” means a dwelling unit, whether contained within a proposed single detached dwelling or semi-detached dwelling, or ancillary to a single detached dwelling or a semi-detached dwelling Watson & Associates Economists Ltd. PAGE D-9 H:\Bayham\2022 DC\Report\Bayham DC Report.docx including but not limited to a coach house, laneway suite or structure constructed above an existing garage or other structure separate from the primary dwelling unit, which comprises an area less than the gross floor area of the primary dwelling unit and is not capable of being legally conveyed as a separate parcel of land form the primary dwelling unit; “semi-detached dwelling” means a dwelling unit in a residential building consisting of two dwelling units having one vertical wall or one horizontal wall, but not other parts, attached or another dwelling unit where the residential units are not connected by an interior corridor; “service” (or “services”) means a service designated in Schedule “A” to this By-law; “servicing agreement” means an agreement between a landowner and the Municipality relative to the provision of municipal services to specified land within the Municipality; “single detached dwelling unit” means a residential building consisting of one dwelling unit and not attached to another structure, including mobile homes; and “zoning by-law” means the Zoning By-Law of the Municipality or any successor thereof passed pursuant to Section 34 of the Planning Act, S.O. 1998. 2. DESIGNATION OF SERVICES AND CLASSES 2.1 The categories of services and classes for which development charges are imposed under this By-law are as follows: (a) Water Services; and (b) Wastewater Services. 2.2 The components of the services and classes designated in section 2.1 are described in Schedule A. 3. APPLICATION OF BY-LAW RULES Watson & Associates Economists Ltd. PAGE D-10 H:\Bayham\2022 DC\Report\Bayham DC Report.docx 3.1 Development charges shall be payable in the amounts set out in this By- law where: (a) the lands are located in the area described in section 3.2; and (b) the development of the lands requires any of the approvals set out in subsection 3.4 (a). Area to Which By-law Applies 3.2 Subject to section 3.3, this By-law applies to the settlement areas described in Schedule A where water and/or wastewater services are available, whether or not the land or use thereof is exempt from taxation under s.13 of the Assessment Act. 3.3 Notwithstanding clause 3.2 above, this By-law shall not apply to lands that are owned by and used for the purposes of: (a) a board as defined in subsection 1 (1) of the Education Act; (b) the Municipality of Bayham or a local board thereof. Approvals for Development 3.4 (a) Development charges shall be imposed on all lands, buildings or structures that are developed for residential or non-residential uses if the development requires: (i) the passing of a zoning by-law or of an amendment to a zoning by-law under section 34 of the Planning Act; (ii) the approval of a minor variance under section 45 of the Planning Act; (iii) a conveyance of land to which a by-law passed under subsection 50 (7) of the Planning Act applies; (iv) the approval of a plan of subdivision under section 51 of the Planning Act; Watson & Associates Economists Ltd. PAGE D-11 H:\Bayham\2022 DC\Report\Bayham DC Report.docx (v) a consent under section 53 of the Planning Act; (vi) the approval of a description under section 50 of the Condominium Act, R.S.O. 1990, Chap. C.26, as amended, or any successor thereof; or (vii) the issuing of a permit under the Building Code Act in relation to a building or structure. (b) No more than one development charge for each service designated in subsection 2.1 shall be imposed upon any lands, buildings or structures to which this By-law applies even though two or more of the actions described in subsection 3.4 (a) are required before the lands, buildings or structures can be developed. (c) Despite subsection 3.4 (b), if two or more of the actions described in subsection 3.4 (a) occur at different times, additional development charges shall be imposed if the subsequent action has the effect of increasing the need for services. Exemptions 3.5 Notwithstanding the provisions of this By-law, development charges shall not be imposed with respect to the following residential criteria: Watson & Associates Economists Ltd. PAGE D-12 H:\Bayham\2022 DC\Report\Bayham DC Report.docx 3.6 Other Exemptions: (a) Notwithstanding any other provision of this by-law, development charges shall not be imposed with respect to: (i) Non-residential uses Amount of Charges Residential 3.7 The development charges set out in Schedule B shall be imposed on residential uses of land, buildings or structures, including a dwelling unit accessory to a non-residential use and, in the case of a mixed-use building or structure, on the residential uses in the mixed-use building or structure, according to the type of residential unit and calculated with respect to each of the services according to the type of residential use. Reduction of Development Charges for Redevelopment 3.8 Despite any other provisions of this By-law, where, as a result of the redevelopment of land, a building or structure existing on the same land Watson & Associates Economists Ltd. PAGE D-13 H:\Bayham\2022 DC\Report\Bayham DC Report.docx within 60 months prior to the date of payment of development charges in regard to such redevelopment was, or is to be demolished, in whole or in part, or converted from one principal use to another principal use on the same land in order to facilitate the redevelopment, the development charges otherwise payable with respect to such redevelopment shall be reduced by the following amounts: (a) in the case of a residential building or structure or, in the case of a mixed-use building or structure, the residential uses in the mixed- use building or structure, an amount calculated by multiplying the applicable development charge under section 3.7 by the number, according to type, of dwelling units that have been or will be demolished or converted to another principal use; provided that such amounts shall not exceed, in total, the amount of the development charges otherwise payable with respect to the redevelopment. Time of Payment of Development Charges 3.9 Development charges imposed under this By-law are calculated, payable and collected upon issuance of a building permit with respect to each dwelling unit, building or structure. 3.10 Notwithstanding subsection 3.7, development charges for rental housing and institutional developments are due and payable in 6 instalments commencing with the first instalment payable on the date of occupancy, and each subsequent instalment, including the applicable interest rate, payable on the anniversary date each year thereafter. 3.11 Notwithstanding subsection 3.7, Development Charges for non-profit housing developments are due and payable in 21 instalments commencing with the first instalment payable on the date of occupancy, and each subsequent instalment, including the applicable interest rate, payable on the anniversary date each year thereafter. 3.12 Where the development of land results from the approval of a Site Plan or Zoning By-law Amendment received on or after January 1, 2020, and the Watson & Associates Economists Ltd. PAGE D-14 H:\Bayham\2022 DC\Report\Bayham DC Report.docx approval of the application occurred within two years of building permit issuance, the development charges under subsection 3.7 shall be calculated on the rates set out in Schedule "B" on the date of the planning application, including the applicable interest rate. Where both planning applications apply development charges under subsection 3.7 shall be calculated on the rates, including the applicable interest rate, set out in Schedules "B" on the date of the later planning application. 3.13 Despite section 3.9, Council from time to time, and at any time, may enter into agreements providing for all or any part of a development charge to be paid before or after it would otherwise be payable, in accordance with section 27 of the Act. 4. PAYMENT BY SERVICES 4.1 Despite the payment required under section 3.7, Council may, by agreement, give a credit towards a development charge in exchange for work that relates to a service to which a development charge is imposed under this By-law. 5. INDEXING 5.1 Development charges imposed pursuant to this By-law shall be adjusted annually, without amendment to this By-law, commencing on the 1st of January 2023 and each year thereafter, in accordance with the prescribed index in the Act. 6. SCHEDULES 6.1 The following schedules shall form part of this By-law: Schedule A – Components of Services Designated in section 2.1 Schedule B – Residential Development Charges. 7. CONFLICTS 7.1 Where the Municipality and an owner or former owner have entered into an agreement with respect to land within the area to which this By-law Watson & Associates Economists Ltd. PAGE D-15 H:\Bayham\2022 DC\Report\Bayham DC Report.docx applies, and a conflict exists between the provisions of this By-law and such agreement, the provisions of the agreement shall prevail to the extent that there is a conflict. 7.2 Notwithstanding section 7.1, where a development which is the subject of an agreement to which section 7.1 applies, is subsequently the subject of one or more of the actions described in subsection 3.4 (a), an additional development charge in respect of the development permitted by the action shall be calculated, payable and collected in accordance with the provisions of this By-law if the development has the effect of increasing the need for services, unless such agreement provides otherwise. 8. SEVERABILITY 8.1 If, for any reason, any provision of this By-law is held to be invalid, it is hereby declared to be the intention of Council that all the remainder of this By-law shall continue in full force and effect until repealed, re-enacted, amended or modified. 9. DATE BY-LAW IN FORCE 9.1 This By-law shall come into effect at 12:01 AM on __________, 2022. 10. DATE BY-LAW EXPIRES 10.1 This By-law will expire at 12:01 AM on __________, 2027 unless it is repealed by Council at an earlier date. PASSED THIS __________ day of __________, 2022. Mayor Clerk Watson & Associates Economists Ltd. PAGE D-16 H:\Bayham\2022 DC\Report\Bayham DC Report.docx SCHEDULE “A” TO BY-LAW 2022-XXX COMPONENTS OF SERVICES DESIGNATED IN SECTION 2.1 Settlement Area of Port Burwell: • Water Services • Wastewater Services Settlement Area of Vienna: • Water Services • Wastewater Services Settlement Area of Straffordville: • Wastewater Services Settlement Area of Eden: • Wastewater Services Settlement Area of Richmond: • Water Services Note: Refer to the Municipality’s Official Plan for maps of the Settlement Areas Watson & Associates Economists Ltd. PAGE D-17 H:\Bayham\2022 DC\Report\Bayham DC Report.docx SCHEDULE “B” TO BY-LAW 2022-XXX SCHEDULE OF DEVELOPMENT CHARGES Settlement Area Singles and Semi-Detached Multiples Apartments 2+ Bedrooms Apartments 1 Bedroom or less Port Burwell Water Services 3,955$ 2,748$ 1,942$ 1,235$ Wastewater Services 11,329$ 7,870$ 5,562$ 3,536$ Total Port Burwell 15,284$ 10,618$ 7,504$ 4,771$ Vienna Water Services 4,015$ 2,789$ 1,971$ 1,253$ Wastewater Services 12,951$ 8,997$ 6,358$ 4,043$ Total Vienna 16,966$ 11,786$ 8,329$ 5,296$ Straffordville Wastewater Services 12,951$ 8,997$ 6,358$ 4,043$ Total Straffordville 12,951$ 8,997$ 6,358$ 4,043$ Eden Wastewater Services 12,951$ 8,997$ 6,358$ 4,043$ Total Eden 12,951$ 8,997$ 6,358$ 4,043$ Richmond Water Services 13,506$ 9,382$ 6,630$ 4,216$ Total Richmond 13,506$ 9,382$ 6,630$ 4,216$