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16 011 Development Charge Background Study RFP Acceptance (Hemson) By-law
THE CORPORATION OF THE MUNICIPALITY OF KINCARDINE KBT .• r • .., ,7C /PALI IN BY -LAW NO. 2016 - 011 BEING A BY -LAW TO ACCEPT A REQUEST FOR PROPOSAL FOR THE DEVELOPMENT CHARGES BACKGROUND STUDY (Hemson Consulting Ltd.) WHEREAS Section 2 (1) of the Development Charges Act, 1997 authorizes the council of a municipality to impose development charges against land to pay for increased capital costs required because of increased needs for services arising • from development of the area to which the by -law applies; AND WHEREAS Section 10 (1) of the said Development Charges Act requires a council to complete a development charge background study before passing a development charge by -law; AND WHEREAS the Municipal Act, 2001, S.O. 2001, c. 25, as amended, Section 8 (1) and 9 provides that the powers of a municipality under this or any other Act shall be interpreted broadly so as to confer broad authority on the municipality to enable the municipality to govern its affairs as it considers appropriate and to enhance the municipality's ability to respond to municipal issues and a municipality has the capacity, rights, powers and privileges of a natural person for the purpose of exercising its authority under this or any other Act; AND WHEREAS By -law No. 2011 -093, Municipality of Kincardine Development Charges 2011 By -law, expires on July 13, 2016. AND WHEREAS the Council of The Corporation of the Municipality of Kincardine deems it necessary to conduct a Development Charge Background Study and • requires a qualified consultant to supply professional services for the completion of said Study; NOW THEREFORE the Council of The Corporation of the Municipality of Kincardine ENACTS as follows: 1. That the request for proposal of Hemson Consulting Ltd. for the Development Charges Background Study in the amount of $29,900 (excluding HST) as attached to this by -law as Schedule "A" be hereby accepted. 2. That the Mayor and Chief Administrative Officer be authorized and directed to execute, on behalf of the Council of The Corporation of the Municipality of Kincardine, any contracts and other documents required to authorize such work to commence. 3. This by -law shall come into full force and effect upon its final passage. • Page 2 Development Charge Background Study RFP Acceptance (Hemson) By -law By -law No. 2016 - 011 111 4. This by -law may be cited as the "Development Charge Background Study RFP Acceptance (Hemson) By -law ". READ a FIRST and SECOND TIME this 27th day of January, 2016. READ a THIRD TIME and FINALLY PASSED this 27th day of January, 2016. Mayor Clerk Y • • • This Agreement made this 1 day of February , 2016 BETWEEN THE CORPORATION OF THE MUNICIPALITY OF KINCARDINE (the "Municipality ") -AND- HEMSON CONSULTING LTD. (the "Consultant ") For the provision of professional services to complete a Development Charges Background Study for the Municipality of Kincardine. Hemson Consulting Ltd. shall carry out the work in accordance with the RFP Submission attached as Schedule 'A' dated January 13, 2016. Hemson Consulting Ltd. is retained to deliver the results as listed in Schedule 'A'. Hemson Consulting Ltd. agrees to furnish and perform professional services in the preparation of work as set out in Schedule `A' for an amount not exceeding $29,900.00 plus HST. NOW THEREFORE IN CONSIDERATION of the mutual covenants hereinafter contained the parties hereto do covenant and agree each with the other as follows: SECTION 1 - DEFINITIONS In this Agreement: 1.1 "Consultant" means Hemson Consulting Ltd. 1.2 "Municipality" means the Corporation of the Municipality of Kincardine SECTION 2 — THE CONSULTANT'S SERVICES 2.1 General Services The Consultant agrees to furnish and perform professional services in the 1 preparation of the work as set out in Schedule 'A'. Said Schedule `A' is attached hereto and forms art of this Agreement. p g The Consultant shall perform these services for an amount not exceeding $29,900.00 broken down as follows: Total Professional Fees $28,560 Total Disbursements 1.340 Project Cost $29,900 HST 3,887 Total Project Cost $33,787 2.2 Specific Services Without limiting the generality of the foregoing, the Consultant agrees to perform the following services: (a) Performance The Consultant shall exercise reasonable care, skill and diligence in performing the services set out herein. (b) Confidentiality The Consultant shall keep strictly confidential any personal or confidential information communicated to or acquired by the Consultant during the course of completing the Project. (c) Return of Documents The Consultant shall, upon completion of the work, return all documents and materials provided by the Municipality as well as documents generated on behalf of the Municipality over the course of the Project. 2.3 Errors and Omissions The Consultant agrees that any corrections of errors and omissions will be provided at no additional cost to the Municipality, during a period of three months after the final submission of the study provided that the required corrections relate directly to the work program as described in attached Schedule `A'. SECTION 3 — THE MUNICIPALITY'S RESPONSIBILITY 3.1 Fiscal Responsibility The Municipality shall review and comment on all aspects of the Project as described in Schedule `A'. 2 The Municipality shall be fiscally responsible for all costs as described in Schedule `A' associated with the Project. SECTION 4 — FEES AND DISBURSEMENTS 4.1 Fees The Municipality agrees and covenants with the Consultant that the Consultant having in all respects complied with the provisions of this Contract, will be paid for and in respect of the works a sum not exceeding $29,900.00 plus HST as follows: $10,110 + HST upon completion of items 1 -4 as shown in Schedule A Exhibit 1 $5,880 + HST upon completion of items 5 -6 as shown in Schedule A Exhibit 1. $13,910 + HST upon completion of items 7 -10 as shown in Schedule A Exhibit 1. 4.2 Accounting Billings will be submitted in accordance with the fee schedule outlined in Section 4.1 and sent to The Municipality of Kincardine attention Director of Building and Planning. Payment to the Consultant will be made within thirty days of receipt by the Municipality. 4.3 Additional Services If during the term of agreement, additional work is required outside of the scope of the contract as listed in Schedule `A' the Consultant shall not proceed with the additional work, or incur additional expenses, without the written authorization of the Municipality. SECTION 5 — GENERAL CONDITIONS 5.1 Right of Use The Project material and report shall be performed and completed for the sole benefit of the Municipality which shall have the exclusive right to utilize and reproduce the material therein as the Municipality may see fit. The Municipality shall, however, acknowledge the Consultants authorship of any material contained in the report which the Municipality may reproduce in either original or abbreviated form in any publication which it may issue or cause to be issued. All documents and material prepared pursuant to contract are the property of the Municipality. 3 5.1.1 Copyright of Project Reports, etc. No report, document, or other data produced in whole or in part with project funds shall be copyrighted by the Consultant; neither shall any notice or copyright be registered by the Consultant in connection with any report, document, or other data developed by him for the project. The Municipality reserves all rights for copyright of all reports, documents and other material developed for the project. 5.2 Adherence to Time Schedules The services of the Consultant are to commence as soon as practicable after the execution of this Agreement. The Consultant shall carry out the work with the utmost dispatch and subject to delays beyond its control, shall complete the work in accordance with Schedule `A' or any subsequent revision that may be require. 5.3 Dismissal Clause In the event that the work performed by the Consultant is unsatisfactory to the Municipality, this agreement may be terminated by the Municipality upon notice to the Consultant and payment will be made to the Consultant for work performed to that date. 5.4 Upset Limit The upset limit for carrying out this project as specified in Schedule `A' is $29,900.00 plus HST. No funds above that limit are to be paid for work carried out by the Consultant unless prior written approval is given by the Municipality. 5.5 Notices All notices, request and other communications required in writing in this Agreement shall be deemed to have been duly given at this time of delivery or two days after the day of mailing if mailed by first class mail postage prepaid and addressed. 5.6 Non - Assignment Clause The Consultant will not assign this Agreement or any part of it without first obtaining the prior written approval of the Municipality, which approval may be withheld by the Municipality in its sole discretion, or given subject terms and conditions as the Municipality may impose. The Consultant agrees to indemnify and hold harmless the Municipality from 4 and against all suits, judgements, claims, demands, expenses actions, causes of action and losses and for any and all liability for damages to property and injury to persons (including death) which the Municipality may incur, otherwise than by reason of their own negligence or willful misconduct, as a result of or arising out of or in relation to any breach of the terms of this Agreement, or the Municipality's own negligence or willful misconduct. 5.7 Insurance The Consultant shall put in effect and maintain in its name, at its expense, all the necessary insurance that would be considered appropriate for a prudent consultant undertaking this type of agreement for the period during which the Agreement is in effect with insurers acceptable to the Municipality, including: 1. General Liability Insurance, professional liability and property damage to an inclusive limit of of not less than Two Million Dollars ($2,000,000) per occurrence. The policy shall include: a) The Corporation of the Municipality of Kincardine as an additional insured: b) Cross Liability c) Contractual Liability d) A thirty day (30) day written notice of cancellation. 2. The Consultant shall provide the Municipality with a valid Certificate of Insurance as evidence of the above noted coverage upon signing the agreement. The Consultant shall provide the Municipality with any renewal replacement certificates as may be necessary during the term of the Agreement. 5.8 Workplace Safety and Insurance Board (WSIB) The Consultant shall provide verification of WSIB coverage. The Consultant shall provide a signed copy of the Municipality of Kincardine Occupational Health and Safety Compliance form. 5.9 Accessibility Standards for Customer Service The Consultant shall comply with the Municipality of Kincardine Accessibility for Customer Service Policy GG.3.8 5.10 Integrated Accessibility Standards The Consultant shall comply with the Municipality of Kincardine Integrated 5 Accessibility Standards Policy GG.3.9. 5.11 Personnel The Consultant shall assign the following personnel to perform the work referred to in this Agreement: Craig Binning, Partner Andrew Mirabella, Consultant Jaclyn Hall, Consultant 5.12 Notice For the purposes of this agreement, notice shall be provided as follows: TO THE MUNICIPALITY: Michele Barr, M.A.A.T.O, CBO Director of Building and Planning Municipality of Kincardine 1475 Concession 5 R.R. 5, Kincardine, ON N2Z 2X6 TO THE CONSULTANT: Craig Binning, Partner Hemson Consulting Ltd. 30 St. Patrick Street, Suite 1000 Toronto, ON M5T 3A3 6 IN WITNESS WHEREOF the parties hereto have executed this Agreement as of the day and year written. HEMSON CONSULTING LTD. February 1, 2016 Craig Binning, Partner Date I/We have the authority to bind the Corporation THE CORPORATION OF THE MUNICIPALITY OF KINCARDINE l Anne Eadie, Mayor Date Obiquar `l Q Murray Clarke, CAO Date We have authority to bind the Municipality 7 SCHEDULE A RFP SUBMISSION ATTACHED 8 DEVELOPMENT CHARGES BACKGROUND STUDY & BY -LAW viclPAL, 0 great energy. balanced life. lQNCAR INL This is Schedule " A " to By - Law • No. .X1"_0 I l passed the 1 day of 71 cor 20‘6 HEMSON cons ulting Ltd. 30 St. Patrick Street, Suite 1000 Toronto, ON, M5T 3A3 January 13, 2016 U • 111 U U ■ • ■ ■ U U • U U NE 1 • • • U HEMS ON Consulting Ltd. 30 St. Patrick Street, Suite 1000, Toronto, Ontario M5T 3A3 ■ Tel 416- 593 -5090 Fax 416- 595 -7144 email hemson @hemson.com di 1 ■ ■ ■ HEMSON ■ Consulting Ltd. ■ 30 St. Patrick Street, Suite 1000, Toronto, Ontario, Canada M5T 3A3 Facsimile (416) 595 -7144 Telephone (416) 593 -5090 ■ ■ January 13, 2016 ■ ■ Ms. Donna MacDougall, Clerk Municipality of Kincardine ■ 1475 Concession 5, R.R. #5 Kincardine, ON N2Z 2X6 • ■ Dear Ms. MacDougall, ■ Re: RFP Consulting Services for a Development Charges Background Study and By -law ■ In response to your request for proposal, Hemson Consulting Ltd. is pleased to ■ provide you with this proposal to prepare a Development Charges Background Study and to develop a new DC by -law for the Municipality of Kincardine. ■ Hemson has been a leader in preparing DC background studies, having completed ■ more than 250 such studies throughout Ontario for over twenty -five years. Our ■ firm is known for its aggressive, yet fair, approach to DCs and we will provide the Municipality of Kincardine with flexibility when setting DC rates and policies. ■ Furthermore, Hemson has an intricate understanding of the issues affecting the Municipality, having completed the last Development Charges study in 2011 and ■ the last two utility rate studies and accompanying water financial plans. ■ We propose to assign experienced consultants to this project and we are confident ■ that our proposal incorporates all resources required to complete this assignment in a timely and efficient manner. Hemson agrees to all the terms and conditions as ■ described in the RFP. ■ Should you have any questions regarding the attached proposal, please do not hesitate to contact Craig Binning at (416) 593 -5090 ext. 20. We look forward to ■ the opportunity of working with the Municipality on this important project. ■ Yours very truly, ■ HEMSON Consulting Ltd. ■ ■ L �• Craig Binning ■ Partner ■ ■ ■ ■ ■ ■ v‘ V IyICIPgL� TY • great energy. l / / \� balanced life. • IQNCARDINL ■ • REQUEST FOR PROPOSAL TO CONDUCT A ■ DEVELOPMENT CHARGES BACKGROUND STUDY TO ESTABLISH A DEVELOPMENT CHARGES BY -LAW ■ FOR THE MUNICIPALITY OF KINCARDINE ■ ■ Hemson Consulting Ltd. ■ Name of Firm ■ 30 St. Patrick Street, Suite 1000 M5T 3A3 Address Postal Code ■ • 416 593 - 5090 416 - 595 - 7144 ■ Telephone Number Fax Number ■ ■ www.hemson.com hemson @hemson.com Website Address Email Address ■ ■ Craig Binning , Partner or Russell Mathew, Partner ■ Name of Person and Title with Signing Authority for Firm ■ Craig Binning ■ Name of Contact Person ■ CLOSING DATE AND TIME: PROPOSALS RECEIVED BY: ■ January 13, 2016 2:00 p.m. Donna MacDougall, Clerk 11 1475 of Kincardine 1475 Concession 5 ■ R.R. 5 Kincardine, ON ■ N2Z 2X6 ■ ■ ■ ■ ■ TABLE OF CONTENTS ■ INTRODUCTION 1 ■ A. Hemson Consulting Ltd. 1 ■ B. Proposal Format 2 ■ I COMPANY ACCEPTANCE 3 A. Project Management Will Be Guided Through Consultation With Municipal ■ Staff 3 B. Amendments to the DCA Will Be Included in the Study 3 ■ C. Hemson's Municipal Finance Practice Is Extensive 3 D. Hemson Is a Leader in Development Charges 4 ■ E. Client References 5 ■ II PROFESSIONAL SERVICES PROPOSED 8 A. Background and Study Objectives. 8 ■ B. Proposed Consulting Team 9 ■ 111 PRICING OVERVIEW 11 ■ IV TIME SCHEDULE 13 A. A Five -Month Study Process Is Proposed 13 ■ IV CONCLUSION 21 ■ A. Conflict of Interest Statement. 21 B. Hemson Will Ensure Accessibility Standards Are Met 21 C. Quality Assurance and Quality Control Plan 21 D. Contact Details 22 ■ APPENDIX A Consulting Team Resumes ■ APPENDIX B Hemson DC Experience ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ HEMSON ■ M • ■ INTRODUCTION 1 ■ Hemson Consulting Ltd. is pleased to submit this proposal to provide consulting services to prepare a Development Charges (DC) Background Study and By -law for 1 the Municipality of Kincardine. The study will cover all eligible municipal -wide ■ services as identified in DC By -law 2011 -093, and will also give consideration to the other additional DC eligible services outlined in the RFP. 1 Hemson has completed and is currently undertaking numerous DCs and other 1 municipal finance studies for municipalities across Ontario, including nearby 1 municipalities such as the Municipality of Meaford, the Town's of The Blue ii completed Wasaga Beach and Saugeen Shores and the County of Grey. Our firm completed the previous DC Background Study and By -law in 2011 for the municipality 1 as well the last two water and wastewater rate studies and water financial plans for the ■ Kincardine and Tiverton water systems. We are therefore very familiar with the servicing requirements of the Municipality. 1 In short, we believe that our extensive experience with development charges, ■ combined with our local knowledge of the Municipality of Kincardine, provides a solid 1 foundation for successfully completing this assignment. 1 Our approach to DCs is recognized by our municipal clients and members of the ■ development industry as being thorough, fair, reasonable and defensible. Our primary objective in this assignment is to provide a well - documented DC Background Study 1 for the Municipality that will form the basis for a defensible DC By -law consistent with ■ the Development Charges Act, 1997 (the DCA) and its accompanying regulations, Ontario Regulation 82/98 (O.Reg 82/98) and Ontario Regulation 428/15 • (O.Reg428 /15). ii III A. HEMSON CONSULTING LTD. . Hemson Consulting Ltd. was incorporated in 1983 and is owned by two partners: Russell Mathew and Craig Binning. The firm maintains professional and commercial 1 liability insurance and business licenses that allow it to operate throughout Canada. 1 Hemson specializes in public policy advice in the areas of municipal finance, 1 development planning, demographic and economic forecasting, and real estate 1 1 ■ HEMSON ■ ■ ■ 2 M ■ valuation. The staff includes finance professionals, planners, demographers, real estate specialists and economists. Hemson's offices are located in Toronto. a • B. PROPOSAL FORMAT a The proposal has been prepared consistent with the format prescribed in the RFP. ■ Section I sets out the consulting team's qualifications and expertise with DC studies. a Hemson has undertaken some of the most complex and detailed DC studies in the . Province and have dealt with the full range of municipal services in many different situations ranging from large, rapidly growing regional and area municipalities, to a separated cities, smaller towns, townships and counties with more moderate growth ■ rates. This experience is detailed in the proposal document. Section II sets out our understanding of the requirements of the Municipality and a ■ continuity of staff statement. a Section III sets out the proposed upset budget and consulting arrangements. a Section IV of the proposal provides the details of the proposed work plan, methodology a and approach to undertaking the assignment. The approach has been structured to a achieve the study objectives and requirements and to provide the Municipality with a DC By -law that is fair, reasonable and defensible under the DCA, as well as supportive ■ of the Municipality's other key policy obj ectives. This section also identifies the a estimated staff time required to gather the necessary information for the study. Finally, Section V provides concluding remarks, confirmation that no conflict of a interest would arise as a result of our firm undertaking the assignment, statement of . commitment to meeting the Municipality's accessibility standards and a statement that we are well equipped to undertake the project. a ii We feel confident that our experienced, highly qualified consulting team and thorough, yet fair and reasonable approach to establishing appropriate development a charges will serve the Municipality's needs well as it prepares for future development. 11 III NI • HEMSON • ■ ■ 3 ■ ■ 1 COMPANY ACCEPTANCE ■ A. PROJECT MANAGEMENT WILL BE GUIDED THROUGH CONSULTATION WITH ■ MUNICIPAL STAFF ■ We propose the DC Study be directed by a Steering Committee, with input from ■ representatives of finance, planning and other municipal departments for which DCs are proposed. Our consultants will work closely with the Steering Committee ■ throughout the assignment. Staff members will be responsible for preparing the ■ necessary background information. Our experience strongly supports the creation of this type of committee because such an arrangement provides for necessary training ■ and knowledge transfer, creates a forum to achieve consistent approaches to any issues ■ that arise, and provides a focus for departmental work necessary to prepare DCs. ■ B. AMENDMENTS TO THE DCA WILL BE INCLUDED IN THE STUDY ■ In March, 2015, the Province released proposed amendments to the DCA and ■ Planning Act through proposed legislation entitled Bill 73, Smart Growth for Our ■ Communities Act, 2015. Bill 73 received royal assent on December 3, 2015 and the ■ amended version of the DCA is now available. Shortly thereafter, on December 18, 2015, the Province released a new Regulation (428/15) relating to the changes. This ■ proposed study process will be in full compliance with the requirements of the new ■ DCA and Regulation, and we will ensure that Municipal staff and Council understand the new process and study requirements ■ ■ C. HEMSON'S MUNICIPAL FINANCE PRACTICE IS EXTENSIVE ■ Hemson's municipal practice is extensive and is anchored by professionals who have ■ considerable experience in both the municipal environment and the private sector. Our approach to each assignment is tailored to meet the specific needs of our clients ■ in areas such as full cost recovery fees and charges, rate setting, development charges, ■ fiscal impact analysis, and community and long -range planning. The following summarizes our areas of expertise: ■ • Development Charges Hemson has wide - ranging experience in preparing ■ development charges background studies for Ontario municipalities for the ■ recovery of development- related capital costs of servicing new development. We have provided development charges policy advice to both large and small ■ municipalities individually and in groups. Our assignments include studies for ■ ■ HEMSON ■ ■ 4 ■ region -wide, municipal and area - specific charges. The firm completed the Municipality of Kincardine's first DC Background Study in 2011. ■ • Full Cost Recovery Fees and Charges — In the context of moves by Ontario municipalities towards full cost recovery, Hemson has undertaken more than 30 fee setting studies under the Building Code Act, Planning Act, Municipal Act, Public Libraries Act, and Cemeteries Act. • Rate Setting — Hemson has recently undertaken numerous studies to establish full ■ cost recovery water and wastewater rates for a number of Ontario municipalities. Hemson completed the last two water and wastewater rate studies for the Municipality and has regularly provided ongoing advice to municipal staff with respect to water and wastewater rate and tangible capital asset funding. ■ • Financial Incentives — Municipalities are increasingly exploring new methods of using financial incentives to further their planning policy objectives. Hemson has assisted a number of Ontario municipalities in preparing financial incentives for redevelopment of brownfields, downtown core areas, and as a means to promote specific economic sectors. Hemson has recently completed a Community Improvement Plan for the City of Vaughan to address some of the fiscal incentives ■ available to encourage high density employment uses in the Vaughan Metropolitan ■ Centre and other intensification areas in the City. ■ • Fiscal Impact Analysis Hemson has assisted numerous municipalities in understanding the financial implications of various policy decisions. We have developed numerous financial impact models that analyse the effects of growth and development on municipal expenditures and revenues. ■ • Long Range Financial Plans — Hemson has undertaken long range financial plans for a number of Ontario municipalities. These assignments often include analyses ■ and forecasting of all revenues and expenditures (capital and operating), funding and financing options, reserve fund adequacy, and financial policies (relating to debt, investments, growth management, reserve fund management, capital budgeting etc.). D. HEMSON IS A LEADER IN DEVELOPMENT CHARGES Hemson has undertaken some of the most complex and detailed development charge ■ studies in Ontario and has dealt with the full range of municipal services in many different situations. The firm is highly regarded by both its municipal clients and the development industry for its aggressive, yet fair, reasonable and thorough approach. ■ Altogether, the firm has completed over 250 DC background studies for a range of municipal clients. Some of our recent clients of particular relevance to this assignment are: ■ HEMSON ■ ■ ■ 5 ■ ■ Cities Towns Counties ■ Markham Whitchurch - Stouffville Grey ■ Vaughan Newmarket Dufferin Brampton Richmond Hill Simcoe ■ Mississauga Innisfil Oxford ■ Peterborough New Tecumseth Norfolk ■ Clarington Halton Hills Elgin ■ Windsor The Blue Mountains Townships ■ Kitchener Penetanguishene Brock ■ Niagara Falls Regions Uxbridge ■ Brantford York Springwater Toronto Waterloo Scugog ■ North Bay Niagara Essa ■ ■ Hemson has also provided advice to municipalities on DC policy since the inception of the first Development Charges Act in 1989. A full list of our municipal clients and ■ related work is provided in Appendix B. ■ A strong consulting team with extensive DC experience is proposed for the ■ Development Charges Background Study. A brief summary of Hemson's experience ■ and that of the consultants who will be involved follows. Detailed resumes are attached as Appendix A. ■ ■ E. CLIENT REFERENCES ■ The following are four examples of Hemson projects which are similar to what is ■ required by the Municipality's RFP. These assignments included the preparation of a DC Background Study, including a development forecast as well as draft By -law, ■ significant stakeholder and public consultation and substantial policy support. ■ 1) Town of Meaford Title: 2015 Development Charges Background Study ■ Description: Hemson prepared a detailed DC Background Study and by -law, area - specific growth forecasts, as well as conducted a public consultation process. Meaford's ■ DCs are levied within three service areas and within the rural areas of the Town. The ■ ■ HEMSON ■ ■ ■ 6 ■ ■ DC Background Study included calculations for both engineered and general services which were allocated through the process to the four benefitting areas. ■ Darcy Chapman, Director, Financial Services /Treasurer ■ Municipality of Meaford 21 Trowbridge Street West, Meaford ■ 519 538 -1060 ext. 1111 ■ dchapman @meaford.ca ■ 2) Town of The Blue Mountains ■ Title: 2014 Development Charges Background Study ■ Description: Hemson prepared a DC Background Study and By -laws consistent with ■ requirements outlined in the DCA. The process included consolidating the Town - wide and area - specific by -laws, calculating area - specific water and wastewater charges ■ for the various servicing areas as well as several consultation sessions with members of the public and Council. Hemson has been working with the Town for over fifteen ■ years on DCs and other municipal finance - related work. ■ Ruth Prince, Director of Finance and IT Services ■ Town of The Blue Mountains 32 Mill Street, P.O. Box 310 ■ Thornbury, ON NOH 2P0 519 - 599 -3131 ext. 228 ■ rprince @thebluemountains.ca ■ 3) City of Brampton ■ Title: 2014 Development Charges Background Study ■ Description: Hemson prepared a well- documented and defensible DC Background ■ Study and DC By -law consistent with requirements outlined in the DCA. This process included several consultation sessions with members of the local development industry ■ as well as an in -depth DC policy review. The project also involved working closely with MMM Group to develop the Roads and Related capital program and an analysis ■ to support the inclusion of a congestion factor in the Transit service level calculation. ■ John Spencer, Development Charges Project Manager 2 Wellington Street West ■ Brampton, ON L6Y 4R2 ■ 905 - 874 -3954 john.spencer@brampton.ca ■ ■ ■ ■ HEMS ON ■ ■ ■ 7 ■ ■ 4) Town of Saugeen Shores ■ Title: 2013 Development Charges Background Study Description: In 2013 Hemson prepared a DC Background Study and DC by -law for ■ the Town's general services as per the requirements of the DCA. Following Council's approval of the DC by -law, the study was appealed to the Ontario Municipal Board ■ (OMB). The methodology used in the DC calculation was defended by Craig Binning, Project Director and the Board ultimately ruled that the Town's by -law would be upheld. Hemson is currently completing a new DC Background Study for the Town of Saugeen ■ Shores. This project will involve the consolidation of the Town's current general services and engineering by -laws into one by -law, as well as a detailed policy report. ■ The study will be completed under the requirements of the new DCA and associated regulations and will include a formal asset management plan (AMP) and consideration ■ for area rated services. ■ Jay Pausner, Development Coordinator ■ 600 Tomlinson Drive, Box 820 Port Elgin, Ontario NOH 2C0 ■ 519 - 832 -2008 x.120 pausnerj@saugeenshores.ca ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ HEMSON ■ • 8 ■ 11 PROFESSIONAL SERVICES PROPOSED A. BACKGROUND AND STUDY OBJECTIVES 1 The Municipality of Kincardine Council passed its current By -law (2011 -093) on July 13, 2011. The Municipality requires a new DC Background Study and the passing of a new DC By -law in advance of the expiry of the by -law on July 13, 2016. The primary objective of the assignment is to prepare a well - documented and defensible DC Background Study and related By -law in accordance with the requirements of the Development Charges Act, 1997 (the DCA) and its accompanying regulation, Ontario Regulation 82/98 (0. Reg. 82/98) and Ontario ■ Regulation 428/15 (0.Reg 428/15). The scope of work to accomplish these objectives includes, but is not limited to: 1 ■ • Working closely with staff to collect and analyse various data necessary to calculate new DCs; • Reviewing various land use plans; master plans (including water and sewer plans); rate studies; and Community Improvement Plan policies as they apply to the DC Background Study; • Identifying all development- related expenditures eligible for funding through development charges; • Reviewing the current DC By -laws, and DC policy options, to make necessary ■ policy changes as required by the Municipality (especially as they relate to the use of local service definitions, reserve management policies, financing agreements and strategies and the administration of the proposed by -law); • Preparing of residential and non - residential development forecasts for the Municipality considering both historical and future population, housing and employment figures, Provincial and Regional forecasts and the most recent ■ Statistics Canada data and analyse trends relating to specific uses; • In accordance with the requirements of the DCA and new Regulation, we will give consideration to area rating as part of the DC Background Study; • We will review and comment on the asset management plan requirements as prescribed by the Regulation; 1 • Preparing a well - documented DC Background Study and By -law that fully complies with the DCA and any amendments thereof; 1 • HEMSON • ■ 9 ■ ■ • Conducting Steering Committee meetings, a Council information session, a ■ meeting with senior staff, and a statutory Public Meeting on DCs; and ■ • Working with staff to brief Council at various stages throughout the study and ■ providing ongoing DC training to staff. ■ Our firm's experience, qualifications, local knowledge and working relationships with staff gained through prior DC and municipal finance related work, as well as our credibility with the development industry are proven strengths that we will bring to ■ the project. The work recently undertaken for the Municipality in respect to development charges and utility rates will provide a solid foundation in developing the ■ new DC Background Study and By -law. ■ MI B. PROPOSED CONSULTING TEAM ■ A very strong consulting team with extensive DC experience is proposed for the study. For this assignment, we are proposing a consulting team led by Mr. Craig Binning, a ■ Partner at Hemson, who will direct the assignment and serve as Project Director. ■ Andrew Mirabella will act as the day -to -day contact. Craig and Andrew will be assisted throughout the study by Ms. Jaclyn Hall, a Consultant at Hemson, who will be ■ responsible for data collection and computer modeling. No additional work will be ■ undertaken and 110 staff changes will be made, without prior written authorization from the Municipality. Therefore, the continuity of staff assigned to this assignment will ■ remain throughout the term of the project. ■ Craig Binning, Pr oject Director - Craig has more than 25 years of experience in g g� ) g Y p ■ the municipal finance field and has directed more than 150 development charges studies for a range of municipalities across the province under both the 1989 and ■ 1997 DCAs. Craig directed the last DC study for the Municipality as well as the ■ last two utility rate studies. He has worked with many other municipalities in the surrounding area on DC and other finance - related studies, including: The Town's ■ of The Blue Mountains, Saugeen Shores and Meaford and the County of Grey. ■ Andrew Mirabella, Consultant - a Consultant at Hemson, with over six years' experience, will act as the day -to -day contact for the project. Andrew brings broad ■ experience in DC matters and growth management to the assignment and ■ recently assisted with DC studies for Loyalist Township, the County of Oxford, the Cities of Brampton and North Bay, and the Township's of Ramara, Uxbridge ■ and Scugog. He also brings extensive knowledge relating to area - specific DCs and water and wastewater rate setting studies. ■ ■ ■ HEMSON ■ ■ 10 ■ ■ Andrew is well known to Municipal staff and Council having completed both utility rate studies and the two water financial plans in order to renew the ■ Municipality's drinking water licence for the Kincardine and Tiverton water systems in March 2015. Andrew also completed the Municipality's first DC ■ Background Study in 2011. Jaclyn Hall, Consultant — Jaclyn will provide assistance to both Craig and ■ Andrew and brings experience in DC policy matters and growth management to the assignment. She recently assisted Craig with DC studies for the Town of ■ Shelburne, the Municipality of Clarington, and the City of Toronto. She is currently undertaking a DC Background Study for the Town of Saugeen Shores ■ and the Town of Whitby. Jaclyn has also assisted with policy research relating to DC incentives and the drafting of DC by -law policy provisions. ■ In addition to the above individuals, Hemson has a number of other consultants with ■ in -depth experience in DC and development forecast related matters and are available ■ to provide additional resources if needed. ■ Craig will be responsible for presenting expert testimony to the Ontario Municipal ■ Board, should such service be required. Importantly, Hemson's standard practice is to utilize extensive mediation and negotiation efforts with the appellants and opposing ■ parties prior to any matter moving forward to the Ontario Municipal Board. The ■ proposed workplan incorporates stakeholder involvement — all feedback is welcomed and is addressed through the proposed workplan. ■ ■ Hemson's office is located in Toronto, ON at the address noted below: ■ Hemson Consulting Ltd. 30 St. Patrick Street, Suite 1000 ■ Toronto, ON M5T 3A3 Tel: 416 - 593 -5090 ■ ■ Resumes for the consulting team are included in Appendix A. ■ ■ ■ ■ ■ ■ HEMSON ■ • • 11 • • III PRICING OVERVIEW ■ ■ Exhibit 1 provides our proposed upset consulting budget including all major phases. The total budget for the assignment is $29,900, including $28,560 in professional fees, ■ and $1,340 for disbursements. The total upset budget inclusive of HST is $33,787. The ■ recent changes to the DCA and associated regulations have required additional analysis to be included in the Background Study and is reflected in the proposed ■ budget. It is noted that up to 90% of the cost of undertaking DC studies can be paid ■ for through DCs. • We are prepared to commence work on the assignment immediately following the award of the contract and to complete the assignment by June 2016. As well as regular • communication with municipal staff throughout the process, our work plan includes • three in person meetings with staff and one meeting via teleconference, two ■ presentations to Council and one statutory public meeting. Should further meetings be necessary, or should the Municipality require representation at the Ontario ■ Municipal Board, our standard hourly rates as shown in Exhibit 1 would apply. No ■ additional work will be undertaken, and no staff changes will be made, without prior written authorization from the Municipality. ■ The expense budget provides for travel, phone, faxes, etc., as well as the delivery of an • electronic version in Adobe PDF and MS Word format of the Background Study and • By -laws and one unbound printed copy of both the draft and final versions of the DC Study, By -law, rate schedules, and all presentations in MS PowerPoint format. As is ■ our usual practice, out -of- pocket expenses will be billed at cost. ■ The budget allocation does not make any provision for external legal or engineering ■ consulting assistance with the study. ■ Our normal practice is to bill our clients monthly on the basis of time and expenses ■ incurred. ■ ■ ■ ■ • ■ ■ HEMSON ■ a ■ 12 a EXHIBIT 1 ■ MUNICIPALITY OF KINCARDINE 2016 DEVELOPMENT CHARGES STUDY & BY -LAW ■ PROPOSED BUDGET Project Director Day -to -Day Consultant Consultant Estimated Craig Binning Andrew Mirabella Jaclyn Hall Total Staff . Hours $ Hours $ Hours $ Hours $ Hours Hourly Rates ® r ® -- 1. Kick Oft Meeting with Steering Committee ■ 1.1 Review Relevant Background Materials 1.0 $300 1.0 $150 2.0 $240 4.0 $690 1.2 Prepare Service Level Templates and Information Requests 0.0 $0 1.0 $150 2.0 0240 3.0 $390 1.3 Hold Kick -Off Meeting with Steering Committee 5.0 $1,500 5.0 $750 0.0 $0 10.0 $2250 111 1.4 Hold Kick -Off Meeting with Council 1 160 2.0 0 2.0 5300 0.0 $0 4.0 $900 Sub -Total 8.0 $2,400 4.0 2. Prepare Development Forecast ■ 21 Review Census Data and Official Plan Forecast 1.0 $300 2.0 $300 2.0 $240 5.0 $040 2.2 Prepare Residential and Non - Residential Forecasts 1.0 $300 20 $300 2.0 $240 5.0 $640 Sub-Total 2.0 $600 4.0 $600 10.0 $1,680 ®' 3. Complete DC Policy & Local Services Review II 3.1 Review DC Policies and Best Practices 1.0 1300 2.0 1300 3.0 $360 6.0 $960 3.2 Review Local Service Definitions Best Practices 1.0 $300 2.0 $300 2.0 $240 5.0 $840 ■ Sub-Total 2.0 $600 4.0 $600 5.0 0600 11.0 $1,800 iflij 4. Compile Historic Service Levels 4.1 Review ExnInventories, Replacement Costs and Land Values 0.0 00 1.0 $150 20 $240 3.0 $350 ■ 4.2 Conduct One-on-One Interview ntery rview with Department Heads 0.0 EO 5.0 $750 5.0 $600 10.0 $1,350 ■ 4.3 Review All Updated Replacement Costs and Land Values 0.0 SO 1.0 $150 1.0 $120 2.0 $270 4.4 Calculate Maximum Allowable Funding Envelopes 0.0 $0 1.0 $150 20 $240 3.0 $390 Sub -Total 0.0 $0 8.0 81,200 10.0 $1,200 18.0 $2,400 ■ 5. Prepare Development - Related Capital Program 5.1 Develop Grants $ Capital Program for Eligible Services 1.0 $300 5.0 $150 2.0 $240 8.0 5 570 Identify ■ 5.2 Identify Anticipated Grants or Subsidies 1.0 $300 1.0 $150 1.0 $120 3.0 $570 . 5.3 Identify Prior Oversized Projects and Credits for Inclusion 1.0 $300 20 $300 1.0 $120 4.0 $720 5.4 Identify Non DC- Eligible Shares of Capital Program 1.0 $300 20 $300 3.0 $360 6.0 $960 Sub -Total 4.0 $1,200 10.0 $1,600® ■ 6. Preliminary DC Calculation 6.1 Apportion Costs to Residential /Non- Residential Sectors 0.5 $150 1.0 $150 1.0 $120 2.5 0420. 6.2 Identify Reserves & Calculate Cash Flow by Service and Sector 0.5 $150 2.0 $300 1.0 $120 3.5 $570 ■ 6.3 Present Calculated DC Rates & Policy Recommendations to Senior Staff & Steering Committee Sub -Total 0.0 10 5.0 $750 5.0 $600 10.0 $1,350 1.0 $300 8.0 $1,200 16.0 $2,340 Ill 7. Finalize DC Rates and Present to Council & Stakeholders 7.1 Make Revisions to Capital Programs and DC Rates, Where Necessary 1.0 0300 1.0 $150 2.0 $240 4.0 $690 ■ 7.2 Hold Council Information Session 0.0 80 7.0 $1,050 1.0 $120 8.0 $1,170 7.3 Refine Rates and Capital Programs, Where Necessary 0.5 $150 2.0 $300 2.0 $240 4.5 $690 Sub -Total 1111.111 10.0 $1,500 5.0 $600 IIMZEZIIII=13 a 8. Prepare Draft DC Background Study. DC By -law & Asset Management Plan 8.1 Present Draft Final DC Rates to Steering Committee via Teleconference 1.0 $300 2.0 1300 2.0 $240 5.0 $840 8.2 Prepare Draft DC Background Study 1.5 $450 7.0 $1,050 7.0 $840 15.5 $2,340 ■ ■ 8.3 Prepare Asset Management Plan (AMP) 1.0 $300 5.0 $750 5.0 $600 11.0 $1,650 8.4 Prepare Draft DC By -law & Rate Schedules 1.0 $300 1.0 $150 2.0 5240 4.0 $690 Sub -Total t MEMOIEMEIM=33 ® 9. Public Consultation -- -- - - - - -- -- . 9.1 Finalize DC Background Study and By -law 1.0 $300 1.0 5150 1.0 $120 3.0 8570 9.2 Advertise for Public Meeting 0.0 10 0.0 $0 0.5 $60 0.5 $60 II 9.3 Hold Statutory Public Meeting 5.0 $1,500 5.0 $750 0.0 $0 10.0 $2,250 Sub -Total 6.0 $1,800 6.0 $900 10. By -law Consideration & Passage by Council ■ 10.1 Respond to Written Public Submissions 1.0 $300 2.0 $300 2.0 $240 5.0 $840 10.2 Refine Background Study and Draft By -Law Where Necessary 1,0 E350 2.0 $300 1.0 $120 4.0 $720 10.3 Council Passage of By -law 0.0 $0 0.0 $0 0.0 $0 0.0 $0 10.4 Prepare Notice of By -law Passage 0.0 $0 0.0 $0 0.5 $60 0.5 560 ■ 10.5 Expiry of By -law 2011 -093 0.0 $0 0.$ $0 0.0 $0 0.0 $0 Sub -Total 2.0 $600 4.0 $600 LE.1111112CI� Total Hours I Professional Fees 31.0 $9,300 78.0 $11,700 imermIzsm 172.0 $28,560 IffillEila 1111 Estimated Disbursements $1,340 TOTAL PROFESSIONAL FEES AND EXPENSES $29,900 HST (13%) $3,887 - ■ TOTAL WITH HST $33,787 - Ill 1 C 1 I i L. l HEMSON L I 1 - -1 ■ ■ 13 ■ ■ I V TIME SCHEDULE ■ A. A FIVE -MONTH STUDY PROCESS IS PROPOSED ■ ■ The overall process we are proposing is shown schematically in Exhibit 2. The process is scheduled so that the draft DC Background Study will be completed within three ■ months of project commencement and a new By -law passed in June 2016. This will ■ allow sufficient time for notification and holding of the statutory public meeting required by the DCA. We have displayed a start date in early February 2016. We would ■ be pleased to review the proposed study timeline at the first Steering Committee ■ meeting to accommodate any specific needs of the Municipality. Key phases of the study are outlined in Exhibit 2. ■ 1. Kick -Off Meeting with Steering Committee ■ Upon award of the contract, we will immediately provide the Municipality with a ■ request for information required over the course of the study. It is estimated that half ■ a day of staff time for each department will be required to gather the relevant information. At this time, we will also initiate a review of the Municipality's existing ■ studies and master plans that may influence the study process. These plans include, but are not limited to: previous DC background studies; Official Plan policies; Master Plans ■ relating to water and sewer, parks and trails. ■ The study process will begin with an orientation session with the Steering Committee. At the session, we will review the overall process and provisions of the DCA and the ■ impacts of the amendments under Bill 73 and Regulation 428/15 and thereby refresh ■ staff's knowledge of the legislative context for the study. This will include a review of the Municipality's current DC By -laws. We will also present examples of the various ■ calculations that are required to prepare defensible DCs. Timelines will be reviewed and work plan dates established. ■ At the end of the session, we will provide spreadsheet templates, for each applicable ■ service, to prepare background information (e.g. service inventories) and the related ten -year or "build -out" development- related capital plans. ■ ■ As well as kick - starting the data gathering phase of the process, the orientation meeting will focus on discussing DC policy issues and costs eligible for DC recovery. ■ The Municipality's available financing options for development - related capital projects, the assumptions used in the development forecast for specific sectors, and an ■ overview of current local service definitions will also be addressed. ■ We also propose to hold an orientation session with Council to inform of the study process, an overview of the DCA and new regulation. In accordance with the ■ requirements of the DCA and new Regulation, area rating must be considered as ■ ■ HEMSON ■ EXHIBIT 2 MUNICIPALITY OF KINCARDINE 2016 DEVELOPMENT CHARGES STUDY & BY -LAW WORK PLAN SCHEDULE YEAR 2016 MONTH FEBRUARY MARCH APRIL MAY JUNE JULY WEEK BEGINNING U0®®DOm®D0mm®©flm® 30 0® 20 ®flmm® 1. Kick Off Meeting with Steering Committee 1.1 Review Relevant Background Materials I 1.2 Prepare Service Level Templates and Information Requests , 1.3 Hold Kick -Off Meeting with Steering Committee M 1 1.4 Hold Kick -Off Meeting with Council' C1 i C : MI 2. Prepare Development Forecast 2.1 Review Census Data and Official Plan Forecast 2.2 Prepare Residential and Non - Residential Forecasts I, 3. Complete DC Policy & Local Services Review 3.1 Review DC Policies and Best Practices MIIIIIEREMIIIIMMEMIIIIIMII 3.2 Review Local Service Definitions Best Practices 4. Compile Historic Service Levels 4.1 Review Existing Inventories, Replacement Costs and Land Values i I 4.2 Conduct One-on -One Interview with Department Heads 1 I 4.3 Review All Updated Replacement Costs and Land Values � 4.4 Calculate Maximum Allowable Funding Envelopes 1 V 5. Prepare Development - Related Capital Program 5.1 Develop Capital Program for Eligible Services i _ 5.2 Identify Anticipated Grants or Subsidies j 5.3 Identify Prior Oversized Projects and Credits for Inclusion 5.4 Identify Non DC- Eligible Shares of Capital Program 6. Preliminary DC Calculation _ 6.1 Apportion Costs to Residential/Non - Residential Sectors ; - 6.2 Identify Reserves & Calculate Cash flow by Service and Sector } _ 1111=111MMEIME : 6.3 Present Calculated DC Rates & Policy Recommendations to Senior Staff & Steering Committee M2 7. Finalize DC Rates and Present to Council & Stakeholders 7.1 Make Revisions to Programs and DC Rates, Where Necessary . _ 7.2 2 Hold Council Information Session -- C2 7.3 Refine Rates and Capital Programs, Where Necessary 8. Prepare Draft DC Background Study, DC By -law & Asset Management Plan 8.1 Present Draft Final DC Rates to Steering Committee via Teleconference IEEE MS 8.2 Prepare Draft DC Background Study . _. ! _ 8.3 Prepare Asset Management Plan (AMP) 8.4 Prepare Draft DC By -law & Rate Schedules 8.5 Release DC Background Study and By -Law Prior to Public Meeting R . 9. Public Consultation 9.1 Finalize DC Background Study and By-law i .-- i , 9.2 Advertise for Public Meeting i 9.3 Hold Statutory Public Meeting : 1 I'M 10. By -law Consideration & Passage by Council 10.1 Respond to Written Public Submissions 10.2 Refine Background Study and Draft By -Law Where Necessary ___ 10.3 Council Passage of By -law BI' 10.5 Expiry of By -law 2011- 093 assage EXP 1 The orientation session with staff and Council s proposed to oecaren the seine day M: Meetings with Project Steering Committee I C: Council Information Session I INT: One-on-one interviews with Department Heads R: Release Background Study and By -Law A: Advertise for Public Meeting PM: Statutory Public Meeting BP: DC Bylaw Passage by Council EXP: Expiry 012011 DC Bylaw HEMSON 15 . part of the DC Background Study. Therefore, we anticipate receiving direction from Council on the use of area rating in the forthcoming DC Background Study and associated by -law. ■ 2. Prepare Development Forecast The DCA requires municipalities to estimate "the anticipated amount, type and location of development" for which DCs may be imposed. The development forecast • must cover both residential and non- residential development and be specific enough ■ with regard to the quantum, type, location and timing to allow the Municipality to prepare reasonable development- related capital forecasts. It is estimated that half a day in of staff time will be required to gather the relevant information. ■ We will review Census Data, building permit activity, Official Plan forecasts, Bruce County planning documents, as well as other relevant population forecasting data to identify the historic, current and forecast population, household and employment figures for the last ten years or longer, and for a planning period up to 2031 or to build - out. Importantly, this task will also involve a review of specific residential and non- residential sectors. In particular, our forecast will also identify the potential growth of non - residential users such as service industrial /commercial and institutional uses. All ■ sectors will be forecast for a planning period for ten years of longer or to build -out. ■ In accordance with the requirements of the DCA and new Regulation, area rating must be considered as part of a DC Background Study. If the Municipality decides to proceed with area - specific development charges, development forecasts for each service area will need to be established. 3. Complete DC Policy & Local Services Review ■ The third task of the assignment involves a comprehensive review of the Municipality's current DC policies and local service definitions. For the purposes of ■ the review, we will examine the two policy areas separately. First, we will review the Municipality's current DC policies and by -law provisions and identify those which may require revision, and compare our findings with other municipal best practices. Second, a review of municipal best practices for local service definitions will provide the basis for recommending changes, if any, to the Municipality's current definitions. We strongly recommend that this policy review occur at the beginning of the DC study ■ process to identify issues early on so that they may be discussed with the Steering Committee and Council throughout the process. • 4. Compile Historical Service Levels One of the key features of the DCA is the requirement to base the calculation on the • average level of service provided by the municipality over the previous ten years. This ■ HEMSON 11 ■ ■ 16 ■ ■ phase will proceed hand -in -hand with preparation of the development- related capital forecast (see Task 5) since the appropriate classification of services depends in part on ■ the nature of the facilities and equipment the Municipality intends to construct or purchase in the future. Services and service level information will be defined in such a ■ way as to provide flexibility to the Municipality when accommodating future service ■ needs. ■ Our proposed approach is highly consultative. We will hold one -on -one interviews with staff to determine appropriate service groupings, define service level measures and ■ identify the relevant data required for each service. Although data from the previous DC study can be drawn upon, we will review the full history of asset inventories to ■ ensure that accurate service levels are determined. Depending on the complexity of the service, we estimate that approximately a half day of staff time per department will ■ be required to gather the relevant data. ■ We will prepare an analysis of the quantum and type of land, facilities and equipment ■ that would be permissible for inclusion in the DCs based on the application of the ten - year average historical service levels against the development forecast. This will serve ■ as a basis for determining whether there are projects that would fit within this "maximum allowable" DC limit. ■ 5. Development- Related Capital Program ■ Identifying the development- related capital works required over the next ten years or ■ over the longer planning horizon to 2031 is a critical step in the DC calculation. Compilation of the capital program will involve the assistance of municipal staff to ■ provide information, estimated to require one -day commitment from each department. ■ We will also rely upon the Municipality's current capital budget, information from department representatives, as well as recently completed master planning documents ■ and rate studies. The following describes the process for preparation of the development- related capital forecast: ■ a. Develop Capital Programs for Eligible Services ■ We will work with various staff to create a development- related capital forecast for ■ all eligible services. Every effort will be made to identify required projects with as ■ much precision as possible, considering project land requirements, cost estimates, anticipated project timing, legislated requirements to reduce development- related ■ capital cost by ten per cent for certain services, available capital subsidies, available reserve funds, identification of development and non - development related shares ■ of projects and identification of residential /non - residential cost allocations. ■ We feel that it is important to understand the effect of the timing of works in the capital forecast as this will, at least partially, determine the service levels for the ■ next DC update. Since the charges are based on a ten -year moving average and by- laws must be renewed at least every five years, it is important that the timing of ■ ■ HEMSON ■ ■ ■ 17 ■ capital projects not lead to unintentional reductions in service levels over time. We will carefully review the timing of projects to avoid such situations. ■ b. Identify Anticipated Grants or Subsidies ■ In accordance with the requirements of the DCA, any anticipated grants or ■ subsidies for projects are to be identified and removed from the total eligible cost included in the DC calculation. Funding received through grants or through ■ fundraising will be identified on a project -by- project basis through discussions with ■ municipal staff. ■ c. Identify Prior Oversized Projects and Credits for Inclusion ■ In addition to identifying new facilities and infrastructure to be acquired or constructed in the planning period, we will also work with the Municipality to ■ identify development- related works that were previously constructed or acquired and oversized to accommodate growth within the forecast period. Where possible ■ under the regulation to the legislation, the oversized component may be included as an eligible cost in the calculation of the DCs. ■ d. Identify Non DC- Eligible Shares ■ The development - related capital forecast will be analysed in association with Municipality staff to focus particular attention on any non - development shares of ■ capital projects. These shares may include available DC reserve funds, the ten per cent discount to be provided for "soft services" as required by the DCA, as well as ■ shares of projects that benefit the existing community in Kincardine. It is possible that substantial portions of various projects may require funding from non -DC ■ sources, which will be identified (e.g. taxes). It will be critical to the success and ■ defensibility of the study to ensure that Council understands the overall capital financing responsibilities contained therein and to have a plan that covers the ■ non -DC capital funding requirements. We will also examine the applicability of any Municipal Act charges and identify the long -term capital cost and operating ■ impacts related to eligible projects. Financial policy recommendations, as discussed in subsection three above, will provide additional insight to how non -DC eligible ■ shares are funded. ■ 6. Preliminary DC Calculation During this step of the process, preliminary DC rates will be calculated by service and ■ allocated to residential and non - residential development anticipated in the Municipality and will require a half -day commitment from staff. The following ■ describes the process by which DC rates are calculated: ■ ■ ■ HEMS ON ■ ■ ■ 18 ■ ■ a. Apportion Costs to Residential and Non - Residential Sectors • We will assign the development- related costs to appropriate property classes. Under the DCA, the costs of servicing exempt uses cannot be shifted to other uses ■ or sectors. We will review the current allocation methods and make recommendations for change where warranted. This will examine alternative • approaches for the allocation of development - related costs between residential and ■ non- residential development on a service by service basis. Where possible, we will use allocations that relate costs to projected use. Non - residential charges can be • differentiated by use (industrial, commercial) where sufficient data exists. Residential charges can be calculated for each type of dwelling unit (singles /semis, ■ apartments, rows, etc.). b. Identify Reserves & Calculate Cashflow by Service and Sector The determination of the DCs must also account for adjustments made to development - related net capital costs for each service and sector resulting from the • following: ■ • any unallocated development - related reserve fund balances that are ■ available to finance the development- related costs in the capital forecast; and ■ • a cash flow analysis that takes account of forecast expenditure patterns for • the development - related net capital costs compared to the revenue derived from the DCs with appropriate provisions for borrowing costs and /or ■ interest earnings. ■ c. Present Preliminary Calculated DC Rates & Policy Recommendations to ■ Senior Staff & Steering Committee • The resulting full cost recovery DC rates, along with a review of the policy recommendations, will be reviewed during a meeting with the Steering • Committee. It is recommended that any senior staff outside of the Steering Committee should attend the meeting. This meeting is anticipated to take place • at the end of March 2016. ■ 7. Finalize DC Rates and Present to Council and Stakeholders ■ Hemson will make the necessary revisions to the capital programs and DC rates where ■ necessary, incorporating feedback from the Steering Committee and senior staff. At ■ this time, a Council Information Session will be held to present the draft final rates, review outstanding DC policy items and advise Councillors of the process to -date. We • will ensure that Council understands the magnitude of the proposed DC rates and the reasons for the changes. Council will have the opportunity to ask any questions ■ ■ ■ HEMSON ■ ■ 19 ■ regarding the rate calculation or the capital program. Authority to prepare a draft DC Background Study will be requested of Council at this time. ii Following the Council Information Session, further revisions to the capital programs ■ and DC rates will be made, incorporating feedback received. ■ 8. Prepare Draft DC Background Study, By -Law & Asset Management Plan • Hemson will provide a well- documented DC Background Study for the Municipality setting out the results of the DC calculations. The study will make recommendations regarding any changes to current DC policies and practices that may be required as a ii administrative of the policy review previously undertaken. Recommendations regarding administrative issues, should they arise during the implementation of the new by -law, in and all other matters required to be dealt with under the DCA and Regulation, will also be addressed. Two hours of staff time is estimated for this task. ■ As identified under the new regulation, municipalities will be required to provide an in asset management plan (AMP) in addition to the long term capital and operating cost analysis that is currently required. The intent of the plan is to demonstrate that ii "development- related" capital assets are financially sustainable over their full life ii ensure Although the term "financially sustainable" is not defined, this provision would ensure that Council has more financial information at hand when making decisions ■ about meeting the servicing needs of development and imposing DCs during the DC Background Study and By -law process. ■ Under the recent amendments to the DCA, the proposed DC Background Study must • be made available for public review at 60 days prior to the passing of the by -law. The DC by -law itself can be made public 14 days prior to the public meeting. Hemson will in work with legal staff to prepare the updated DC By -law. As is legislatively required, ii exemptions, by -law will incorporate numerous rules regarding polices related to collections, exemptions, phase -ins (if desired), indexing, refunds, reserve fund administration and • reporting, and other administrative matters. ■ 9. Public Consultation • Prior to the release of the DC Background Study and By -law to the public, staff will have an opportunity to review and make comments. Any required revisions will be • made prior to the DC Background Study and draft By -law being made available to the public in late April, 2016. ii ii purpose DCA requires a Council to hold a public meeting when passing a new by -law. The purpose of the meeting is to discuss the proposed DC policies, methodology and by- ii law, as well as the supporting DC Background Study in an open forum. We will prepare the appropriate materials and notices for the public meetings and present the findings. • We understand that the Municipality will provide a venue for the meeting and will be responsible for its advertisement. in a WI HEMSON ■ 1 ■ 20 1 ■ This meeting, planned for early June, will be used to elicit comments from stakeholders and members of the public and to invite submissions for consideration. We have provided a two -week period for such submissions to be made. It is estimated that this task will require one hour of staff time. ■ 10. By -Law Consideration and Passage by Council 1 Based on feedback from staff and the public consultation process, we will revise the ■ final DC Background Study and By -law as necessary. We will also assist the Municipality in responding to all comments and written submissions received during 1 the public consultation process. Once the revised DC Background Study and by -law receive the final approval of the ■ Steering Committee, the documents will form the basis for consideration for the 2016 DC By -law passage by Council. We anticipate that a staff report dealing with DC matters and recommending adoption of the by -law will be the basis for Council's consideration. We expect to pass the new By -law at a Council meeting in June 2016. 1 Upon approval of the DC By -law, we will assist in preparing an information pamphlet in accordance with the DCA and also prepare a by -law passage notice. It is estimated ■ that this task will require one hour of staff time. 1 1 1 11 1 ■ 1 1 ■ 1 1 1 1 HEMSON 111 1 ■ 21 1 III V CONCLUSION t We wish to thank you for the opportunity to submit this proposal. Our approach to 1 DCs and growth forecasting is highly regarded by our municipal clients. We are M confident that we can work effectively with the Municipality and that our approach will lead to the passage of reasonable and defensible DCs. In addition, we believe that in this is an excellent opportunity for municipal staff to increase familiarity with DCs. in We look forward to the opportunity of working with the Municipality on this important project. ni ■ Hemson Consulting Ltd. is in receipt of Addenda 1 and has incorporated the comments into this RFP response. 1 • A. CONFLICT OF INTEREST STATEMENT in We can confirm that we have no conflict of interest that would prevent us from ■ completing a successful study. in B. HEMSON WILL ENSURE ACCESSIBILITY STANDARDS ARE MET 1 In recent years, we have worked with our municipal clients to ensure that all 1 documentation is produced in a format that meets the requirements of the in Accessibility for Ontarians with Disabilities Act, 2005, and associated local municipal accessibility standards. We are committed to working with the Municipality to ensure in that such standards in Kincardine, where applicable, are met. 1 ■ C. QUALITY ASSURANCE AND QUALITY CONTROL PLAN II Hemson has the staff capacity, the technical ability, and the professional expertise IN to to successfully complete this project. The proposed consulting team is ready to work within all conditions set out in the RFP and has the capacity to meet all M deadlines and produce all deliverables on time. in Hemson implements internal controls for its job -cost accounting system in order to in keep track of recording and accumulation of project costs. Any cost or schedule overruns will be identified through careful financial and project management 1 involving the consulting team, who track the progress on the project through its in deliverables and Hemson's accounting staff who track expenses at task levels. Active 1 11 HEMSON ■ • • 22 ■ monitoring of both progress and expenses enables the consulting team to manage next steps, to communicate the costs and progress of the project with the Municipality and to avoid or anticipate any events that may lead to an overrun. • D. CONTACT DETAILS Questions concerning this proposal may be directed to Craig Binning at: Hemson Consulting Ltd. 30 St. Patrick Street, Suite 1000 Toronto, ON M5T 3A3 Tel: 416- 593 -5090 ext. 20 Fax: 416 - 595 -7144 ■ cbinning @hemson.com • • • • • • • • • • • • E l ■ HEMSON • • • • • • • • • • • APPENDIX • • • CONSULTING TEAM RESUMES • • • • • • • • • • • • HEMSON • II II II II EDUCATION CRAIG S. BINNING • Bachelor of Arts (Economics), Partner Queen's University, Canada, 1986 BIOGRAPHY . Masters of Philosophy (Political Mr. Binning is a Partner at Hemson Consulting Ltd. . Economics), University of with over 25 years of professional consulting Glasgow, Scotland, 1989 experience. Mr. Binning directs the firm's municipal in finance and long -range financial planning practice, and has extensive experience in public sector II PROFESSIONAL EXPERIENCE economic and fiscal impact modelling and analysis, cost benefit assessment, rate setting, user fee 1999— Present evaluation and development charges. Partner, Hemson Consulting . Mr. Binning has managed and participated in a wide ii Senior — 1999 range of municipal finance assignments for Senior Consultant, Hemson communities throughout Ontario, including the . Consulting Ltd. analysis of the long -range fiscal impacts of land use planning decisions, the provision of municipal services ■ 1990 — 1997 and the examination and quantification of municipal Senior Consultant, C.N. Watson revenue sources including property taxes, user fees and li & Associates Ltd. alternative revenue sources. He has extensive experience with the Development Charges Act and has • 1989 — 1990 prepared many development charge studies including Economic Analyst, Segal, implementation, reserve fund continuity and policy ll Quince, Wicksteed Ltd. amendments. Mr. Binning regularly appears as an 111 Ontario witness in municipal finance matters before the Ontario Municipal Board. AFFILIATIONS & OTHER II EXPERIENCE In addition to his consulting practice, he has lectured ■ on municipal finance. Since 2008, he has taught the 2008 — Present Municipal Finance for Planners (PLG 710) course at in Lecturer (Municipal Finance for the School of Urban and Regional Planning, Ryerson Planners), School of Urban and University. Mr. Binning has also been a guest lecturer ii Regional Planning, Ryerson on municipal finance at the University of Waterloo University and the University of Toronto. Furthermore, he is li frequently invited to speak at conferences on a variety Ontario Professional Land of municipal finance topics. Select relevant examples ii Economist (PLE) of his professional experience are summarized below. II Lambda Alpha International . (LAI) R ■ HEMSON II { r,, 11 1t n,;1i.i. 1 IN 111 V DEVELOPMENT CHARGES Mr. Binning has extensive development charges experience, having undertaken MI numerous numerous studies under the 1989 and the 1997 Development Charges Acts. He has Z worked on behalf of cities, towns, townships, upper -tier governments and utility S Z commissions throughout the Province. His experience extends beyond undertaking the studies to include post by -law passage development charge matters such as: ii CC appeal resolutions, implementation matters, reserve fund management and fund utilization. Since 1990, Mr. Binning has completed over 150 development charges studies for municipalities across Ontario. For many of his clients, Mr. Binning has U completed background studies of each of the four rounds of DC studies. His clients Q include: ii CC • County of Grey • Town of Midland V • County of Oxford • Town of Newmarket • County of Peterborough • Town of New Tecumseth • County of Simcoe • Town of Penetanguishene • Region of Niagara • Town of Saugeen Shores • City of Brantford • Town of Wasaga Beach • • City of Clarence - Rockland • Township of Brock ■ • City of Markham • Township of Essa • City of Mississauga • Township of Loyalist • • City of Niagara Falls • Township of Ramara • City of Orillia • Township of Russell il • City of Peterborough • Township of Springwater • City of Thorold • Township of Scugog ii • City of Toronto • Township of Strathroy - Caradoc • City of Windsor • Township of Tay in • City of Woodstock • Township of Tiny . • Town of Aurora • Township of Uxbridge • Town of Bancroft • Municipality of Brighton ■ • Town of the Blue Mountains • Municipality of Clarington • Town of Fort Erie • Municipality of Kincardine • • Town of Halton Hills • Municipality of Meaford • Town of Innisfil • Peterborough Utility Services Mr. Binning has also advised a number of municipalities on the issue of using area - specific development charges as a fine -tuned cost recovery tool rather than the ■ average municipal -wide uniform charge that is commonly used. ■ He has assisted many municipalities and landowners in establishing reasonable and equitable agreements with respect to the construction of municipal infrastructure ■ and related facilities. These analyses include the consideration of the full range of funding and cost recovery mechanisms including front - ending agreements, service - in -lieu agreements, cost - sharing agreements, prepayment agreements, etc. IN H EMSON ■ k.,,I :,1 r1 I1 I I ■ I • ■ V MUNICIPAL LONG -RANGE FINANCIAL PLANNING Z City of Leduc 2013 -2014 Mr. Binning is currently the project director for the Long Term Financial Z Sustainability Plan. The plan will provide the tools and decision making framework ..� required to improve and achieve financial sustainability, ensuring that the City is in a good financial position to generate and manage revenues sufficiently and minimizes expenses while providing the necessary infrastructure and services. The Plan is G/) developed on a horizontal basis encompassing all departments within the ■ V organization and includes information relative to all known and potential risks and in recognition of all economic changes that may face the organization over the long ■ term. By integrating the Plan with overall strategic objectives, it will allow the City to create a roadmap and provide direction for Council and Administration to follow in consideration of financial decisions. ■ Town of Newmarket 2013 -2014 Mr. Binning is currently leading a project team that is undertaking a Capital Financing Sustainability Strategy. Part 1 of the report focused on the life -cycle based replacement of Town assets and the associated funding required for the Town's Asset Replacement Fund. The report contained a series of technical or data focused recommendations and some initial policy recommendations. As a result, Council passed a 0.8% tax supported infrastructure levy to help address the infrastructure funding shortfall identified in the Part 1 report. Part 2 of the report reviews the forecast capital expenditures for replacement, enhancement and growth- related infrastructure and provides funding options to address the expenditures. . Region of Peel 2012 -2013 Mr. Binning lead a project team that undertook a Long Range Financial Plan that concluded with a financial forecasting model to enable regular reviews of the financial consequences and policy adjustments that may be required to achieve corporate goals and objectives and financial sustainability. The proposed financial modeling application will identify the Region's financial condition, including revenue, expenditure, and assets and liabilities. This will inform strategy and policy recommendations to ensure long term financial sustainability. The model's main goal is to support deliberations by Council to prioritize financing and resource allocation ■ decisions for program altematives and service level preferences. ■ City of Vaughan 2004 Mr. Binning was the project manager of a study that developed a long -range . financial planning model. The model provides forecasts of capital and operating costs and revenues for all tax - supported city services over 25 years and estimates tax ■ and other financial impacts. All capital assets were reviewed and rehabilitation /replacement schedules and financial provisions included. The study also reviewed and recommended financial management policies for the City. HEMSON ■ ■ ✓ FISCAL AND ECONOMIC IMPACT ANALYSIS r Z City of Regina 2012/13 Mr. Binning lead a project team that completed a Financing Growth Study for the ✓ Z City of Regina as part of an overall Official Plan review and update. The Study provides the City with the financial information it needed to make choices r m concerning growth and how best to achieve financial sustainability. The Study • reviewed the City's infrastructure funding policy options in the context of its current infrastructure plans, possible changes to those plans arising from Design Regina, and ■ (� municipal best practices. The second part of the Study, a fiscal impact analysis, Q examined the impact of various growth scenarios and policy options for funding new infrastructure and was developed and presented through a public process. V r City of Saint John 2010 -2011 r Hemson completed a fiscal impact analysis of Plan SJ, the first comprehensive municipal plan developed by the City in 35 years. The analysis examines the effect of three growth scenarios on municipal expenditures and revenues and makes recommendations on a preferred growth scenario to be considered by Common Council. The study was prepared with a spreadsheet based model than can be used by the City to assess the fiscal impact of individual development proposals. Mr. Binning directed the project and conducted the related Council and public presentations. ■ Region of York 2010 ✓ Hemson was part of a larger consulting team undertaking a comprehensive review of the transportation needs of servicing the full development of the provincially important Richmond Hill Langstaff Urban Growth Centre. Mr. Binning's role in the ■ study was to examine the fiscal viability and identify funding mechanisms including upper level government funding, land value capture, and Public Private Partnerships ■ The financial analysis examined operating and capital costs of the provision of the identified transportation infrastructure on all stakeholders; the Federal and ■ Provincial governments, the Region of York, the area municipalities of Markham, Richmond Hill and Vaughan, and the local development industrial. r Town of Innisfil 2009 Mr. Binning was retained to examine the Town's current fiscal status in the context of funding and operating a number of recently completed major facilities, including a new Administration Centre and a major multi -use recreation complex. The analysis ✓ includes impacts on tax rates, development charges, and long -term debt. The project concluded with a comprehensive presentation and discussion with Council. ■ ■ ■ ✓ HEMSON C_ ,p > ;1 t 11 1 _1,1 1111 ■ a a V COST SHARING AGREEMENTS . Z Township of Russell 2010 — In the early 2000's the Township of Russell identified ground water supply sources ■ Z would not have sufficient capacity or quality to meet the needs of current and future residents. The Township was unsuccessful in identifying an adequate local water r m supply source and subsequently entered into agreement with the City of Ottawa for the supply of water via a 28km watermain. Hemson worked with the Township to G/) develop alternative approaches to financing the watermain. Shares of the water supply were required to meet the servicing needs of development and as such, were — eligible for recovery from development charges. Hemson developed DC rates for the Q funding of the watermain that included a rate that could be incorporated in the DC prepayment agreement. Hemson then worked with Township staff and solicitor to develop a DC prepayment agreement structure. The group then secured sufficient support from a wide number of developers securing sufficient prepaid DC monies to allow the Township to fiscally manage the project. Hemson continued to work with the Township in establishing DC rates, connection charges (existing residents) and water rates to fund the balance of the cost of the works. Mr. Binning was recently contacted by the Township to develop similar prepayment DC charges for the funding of necessary wastewater works. WATER AND WASTEWATER RATE STUDIES AND FINANCIAL PLANS Mr. Binning is an expert in the fiscal management of water and wastewater services. ■ He has worked with many municipalities in preparing studies and rates to comply with Bill 175 - The Sustainable Water and Sewage Systems Act (SWSSA), and has ■ presented an overview of the then proposed Act, background regarding the move toward the Act, and its implications for municipalities, to the Municipal Finance in Officers Association's September 2002 Conference. Mr. Binning is currently working on Financial Plans for several municipalities consistent with requirements of the Safe Drinking Water Act (SDWA) and associated Ontario Provincial regulation (0. Reg.453/07). County of Oxford 2008 - Present Mr. Binning was involved with the development of a full cost recovery plan ■ consistent with the anticipated future requirements of the Sustainable Water and Wastewater Systems Act, 2002 and established a strategy for fully funding the ongoing ■ rehabilitation and eventual replacement of the County's extensive inventory of water and wastewater related infrastructure. ■ Mr. Binning is currently working with the County of Oxford to update their water and wastewater rates for 2014 -2016. HEMSON 1 ■ Region of Peel 2012 Hemson was part of a consulting team to explore a variety of funding alternatives to ■ provide wastewater servicing to fifteen communities in North Peel. The focal point Z of this assignment was to reduce the fiscal impact of servicing these communities on Z the residents and businesses anticipated to receive wastewater servicing by way of funding the construction of these works through capital connection charges as well as a Region -wide wastewater utility rate increase. 111 Lr) SERVICE DELIVERY REVIEW V Q County of Simcoe 2006 ■ p) As one of the sub - committees for the County of Simcoe's Growth Management V Plan, Hemson was retained to review and recommend the most efficient method for ■ the delivery of water and wastewater services to the County's 18 local area municipalities. The report focused on three main topics: ■ • The examination of the current provision of water and wastewater services throughout the County, including a review of constructed and planned infrastructure capacity and current utilization; • Identification and discussion of alternative structures for the delivery of water and wastewater services in the County; and • The development of an evaluation criteria matrix for the purposes of examining ■ service delivery options and alternatives. ■ The report identifies five options for the provision of water and wastewater services in the County of Simcoe, and constructs a framework in which to evaluate these ■ options. A matrix to evaluate the criteria for the review and examination of service delivery alternatives was created, which include six criteria considerations; equity, efficiency, administration and accountability, planning and growth management, health, safety and environment, and fiscal viability. 1 SELECT PUBLIC SPEAKING ENGAGEMENTS 1 Sustainable Financing of Growth Workshop: Growth Financing Options — Region of ■ Peel Workshop, September 2014. ■ Municipal Finance 101: A Fundamentals Course, Long Term Financial Planning - Municipal Finance Officers Association of Ontario Workshop, November 2013. ■ Asset Management and Your Long -Term Financial Plan - Presentation at the ■ Municipal Finance Officers Association of Ontario Annual Conference, September 2013. ■ Long -Term Financial Sustainability Planning — Alberta Treasurers Spring Meeting, April 2013. HEMSON ■ t ' ; i; ,i 1 r n Lrd. 111 ■ V Development Charges 101: Back to the Basics – Municipal Finance Officers ■ Z Association of Ontario Workshop, May 2013. z Z Development Charges Seminar – DC Expert Panel Member at the Ontario Home Builders' Association Seminar, December 2012 Advanced Tools for Finance Officers: Long -Term Financial Planning Modeling, Measuring and Managing Municipal Financial Condition - Municipal Finance ■ V Officers Association of Ontario Workshop, November 2012. ■ p� How to Put Your Growth - Related Capital Program on Steroids — Presentation at the Municipal Finance Officers Association Development Charges Seminar, April 2012 Squaring Sound Impact Fees with Aspirational Planning in the Current Fiscal Environment — Presentation at the Growth & Infrastructure Consortium Conference, October 2011. Development Charges — What Is the Other Side Saying? — Presentation at the ■ Municipal Finance Officers Association of Ontario Annual Conference, September 2011. Funding the Cost of Municipal Services — Who Pays? — Presentation as part of ■ Canadian Urban Institute's Roundtable Breakfast Series, May 2011. Property Tax vs. Development Charges — Differences and Overview — Presentation as part of CPTA National Valuation and Legal Symposium, February 2011. HEMSON ■ ■ EDUCATION ANDREW MIRABELLA Bachelor of Urban and Regional Consultant Planning, Ryerson University, Canada, 2009 111 BIOGRAPHY Andrew Mirabella joined Hemson Consulting in 2009. PROFESSIONAL EXPERIENCE Mr. Mirabella has a comprehensive understanding of ■ development charge policy and implementation which 2009 — Present was acquired through work at Hemson. Mr. Mirabella Consultant, Hemson Consulting also has experience in other fields including: water and Ltd. sewer rate setting exercises, asset management, ■ financial impact assessment, development planning, and growth management. Prior to Mr. Mirabella's ■ arrival at Hemson, he has prepared financial and planning studies coordinated by the School of Urban and Regional Planning for the Toronto Economic Development Corporation and the City of Toronto. The following is a summary of Mr. Mirabella's professional experience. ■ DEVELOPMENT CHARGES Mr. Mirabella has been involved in several development charge studies for numerous municipalities across the province under Ontario's 1997 Development Charges Act. A sample of clients includes the Cities of Waterloo, Brampton, Vaughan and North Bay, the Counties of Grey and Oxford, the Municipalities of Kincardine, Strathroy - Caradoc and Meaford, the Township of Ramara, and the Town of Wasaga Beach. WATER & WASTEWATER RATE STUDIES AND ■ FINANCIAL PLANS Mr. Mirabella has worked with several municipalities on water and wastewater full cost recovery rate studies ■ (including asset life cycle cost analyses) under the Sustainable Water and Sewage Systems Act (SW SSA) ■ and the Safe Drinking Water Act (SDWA). Mr. Mirabella has also been involved in preparing Financial Plans for several municipalities consistent with requirements of the SDWA and associated Ontario Provincial regulation (0. Reg.453 /07). A sample of HEMSON ■ 1 R ■ clients includes the County of Oxford, the Cities of North Bay and Belleville, the Town's of Midland and New Tecumseth, the Municipalities of Kincardine, Strathroy- ■ Caradoc and Marmora and Lake, and the Township's of Springwater, Loyalist, Russell W and Ramara. Currently, Mr. Mirabella is in the process of completing a water and wastewater rate study for the Cities of Moncton (NB) and Clarence - Rockland, the Q Municipality of Tweed, the Town of Midland and Parkland County (AB). In addition, he is currently developing a user - friendly financial model (in MS Excel) for the City of Fort Saskatchewan. This model will be used to establish utility rates to fund the full cost of providing water and wastewater services. ■ {y City of North Bay 2014 -2015 The City of North Bay has recently completed a Universal Water Metering Program, ■ Q which involved the installation of new residential water meters and the replacement Z and retrofit of the existing non - residential meters throughout the City. The key ■ Q objective of the study was to review and recommend a new user rate structure to accommodate the new residential water meters and calculate water and sanitary sewer $ rates that fully fund all of the City's anticipated 2015 budget requirements, including operating and capital costs as well as capital financing needs. A user - friendly financial model was developed for the 10 -year period from 2015 to 2024 to inform utility rate decisions on a going forward basis. This model allowed ■ Hemson and the City to test variety of utility rate structures and funding scenarios on a range of typical residential and non - residential users. County of Oxford 2013 ■ In 2013, in the capacity of project manager, Mr. Mirabella completed an update study for the County of Oxford to revise their water and wastewater rates for 2014 -2016. ■ The update study included the development of a user - friendly full costing financial model to be used by County staff to test various rate scenarios and funding alternatives. ■ This study process also included an in -depth consultation process in which members of the public, key industry members, council and staff were continually involved throughout the process. ■ Region of Peel 2012 Hemson was part of a consulting team to explore a variety of funding alternatives to provide wastewater servicing to fifteen communities in North Peel. The assignment ■ assessed the use of capital connection charges as well as a Region -wide wastewater utility rate increases as a means of funding the construction of these capital works. ASSET MANAGEMENT • Building on the recent Provincial (Ontario) funding commitment for municipal asset ■ management, Mr. Mirabella has assisted many municipalities complete their asset management plans consistent with the format prescribed in the Building Together: Guide for Municipal Asset Management Plans released by the Ontario Ministry of HEMSON ■ 1) Ltd. 111 ■ ■ Q Infrastructure. In this context, he has prepared asset management plans for the Municipality of Marmora and Lake, the Township's of Springwater, Addington- Highlands and Georgian Bay as well as the Town's of Greater Napanee and The Blue W Mountains. C0 Mr. Mirabella is currently working with the Township of Scugog on developing an Asset Management Plan for the Townships non - engineering related assets (i.e. C � C Buildings, Vehicles, Equipment, etc.). Municipal Finance Officers' Association of Ontario (MFOA) 2014 Mr. Mirabella recently completed the development of six comprehensive "tip sheets" ■ 1.1.1 in an effort to help guide Ontario municipalities in advancing and implementing their asset management plans. The tip sheets zero in on common hurdles and innovative ■ strategies on topics such as reporting on asset plans to Council, meeting balanced budget requirements and prioritizing investments. The tip sheets have been posted Q online (through MFOA) and made available to all Ontario municipalities free of charge. ECONOMIC DEVELOPMENT AND MARKET ANALYSIS City of Edmonton 2013 Hemson worked in collaboration with 02 Planning and Design on the Jasper Place Redevelopment Plan for the City of Edmonton. Hemson's role was to study the supply of residential and commercial land in the context of the local and regional market demand. The market feasibility of different scenarios was then evaluated. 1111 Mr. of Vaughan 2009 -2010 Mr. Mirabella helped prepare an employment sectors strategy for the City of Vaughan. ■ Phase 1 and Phase 2 of the work included a detailed statistical analysis of Vaughan's employment base and a SWOT analysis. Phase 3 recommendations were prepared that ■ identify the sectors the City should target and ways of advancing growth in the identified sectors. The recommendations consider several secondary plan areas and general policies that can be adopted City -wide. LONG -RANGE FORECASTS AND DEMOGRAPHIC STUDIES ■ Serco DES Inc. 2013 As input to Serco's bid to the Ontario Ministry of Transportation to operate and $ provide Driver Examination Services (DES) in Ontario, Mr. Mirabella assisted in preparing forecasts of examinations and transactions for DES based on demographic and economic analysis. Ministry of Transportation 2012 . For the Ministry of Transportation, Mr. Mirabella assisted in preparing long -range demographic forecasts to 2051 for every municipality in Ontario. The detailed forecasts include age structure, housing unit by type, employment by industry, and HEMSON 1 r ■ ✓ other important data that will be used by the Ministry to better plan future transportation facility requirements. I L FEE SETTING STUDIES CO Q City of Vancouver 2015 (Ongoing) Hemson has been retained by the City of Vancouver to undertake a full cost recovery analysis of planning, development and building permit fees. The study process included several stakeholder consultation sessions and presentations to the City's ■ project team. The project is currently in the final phases. W Town of Innisfil 2013 For the Town of Innisfil, Mr. Mirabella undertook a development application review ■ Q study. The main objective of the study was to estimate the cost of processing each type Z of application made in respect to planning matters in the Town, and to establish a ■ tariff of fees to meet the anticipated cost of processing each type of application. This Q process incorporated local construction industry stakeholders and Council in a ■ collaborative process. ■ Town of Essex 2013 Hemson was retained by the Town to undertake a full cost recovery analysis of all fees, including fees under the Planning Act, Building Code Act, and Municipal Act, including recommendations on service delivery and new fees. Mr. Mirabella also assisted in creating an MS Excel based model that can be used by the Town to calculate full cost recovery fees in the future. Town of Whitchurch - Stouffville 2013 Hemson was retained by the Town to undertake a full cost recovery analysis of fees levied under the Planning Act and the Municipal Act for parks, recreation and corporate fees and included recommendations on service delivery and new fees. A ■ presentation of the results, as well as fee implementation options, was recently made to Council. The study process also included a stakeholder consultation session. ■ Town of Orangeville 2012 ■ For the Town of Orangeville, Mr. Mirabella undertook a full cost recovery analysis of fees under the PlanningActand the Building Code Act. The purpose of the study was to establish the full cost of providing services and determine the appropriate fee rates for recovering some or all costs permitted by legislation. The assignment involved an evaluation of different fee structures and resulted in the Town changing its building permit fee structure from one based on construction value to one based on floor area. in ■ in ■ ✓ HEMSON (- ul i, ��L;41. 11 NI II 11 EDUCATION JACLYN HALL Bachelor (Honours) of Urban Consultant and Regional Planning, Ryerson II University, Canada, 2014 $ II PROFESSIONAL EXPERIENCE BIOGRAPHY ■ April 2014 — Present Jaclyn Hall joined Hemson Consulting Ltd. in April 2014 Consultant, Hemson Consulting after graduating with honours with a Bachelor of Urban I Ltd. and Regional Planning from Ryerson University. Prior to joining Hemson, Jaclyn held various planning and January 2014 — Apri12014 development positions at the City of Toronto and TDL Planning Intern, City of Group Corporation where she undertook a range of land II Toronto, Zoning and use planning assignments, research tasks, and also provided Environmental Planning technical support. Jaclyn is also a provisional member of III Division the Canadian Institute of Planners. III May August2010 - 2013 DEVELOPMENT CHARGE STUDIES . Planning Development Intern, TDL Group Corporation (Tim Since joining Hemson, Jaclyn has been involved in several II Hortons) development charges background studies under Ontario's Development Charges Act, 1997. This includes: the III Municipality of Clarington, the Town of Shelbume, the AFFILIATIONS Town of Newmarket, the Township of East Zona- l" Tavistock, and the Township of Blandford- Blenheim. Ontario Professional Planners Jaclyn is currently assisting with a Development Charges 111 Institute, Candidate Member Study for the Town of Saugeen Shores and a Development iii Whitby. Study and Fiscal Impact Analysis for the Town of Whitby. II ONTARIO MUNICIPAL BOARD APPEALS II Jaclyn played a major role in respect of a joint Ontario ■ Municipal Board hearing for the municipalities of Mississauga, Markham and Clarington on development Ill charge matters. Working closely with Craig Binning, a Partner at Hemson, and other senior staff, she assisted with II the drafting of witness statements, undertook supportive financial analysis, and reviewed critical evidence to II support development charge methodologies advocated on II behalf of municipal clients. II II HEMSON r („i . „1,, i _1_H. im i 1 1 LONG RANGE FINANCIAL PLANS J Jaclyn has also assisted with a long range financial planning analysis for the Town's of = Georgina, Innisfil and the Township of Springwater. Working closely with Craig Z Binning and other senior staff, her responsibilities include analyzing data sets, financial model management, developing model inputs and assumptions relating to 1 V financial drivers and preparing presentation materials for senior staff and Council. COMMUNITY IMPROVEMENT PLANS Ms. Hall is currently assisting with the development of a Community Improvement Plan (CIP) strategy to encourage major office uses within targeted growth areas for the City of Vaughan. The study examines the available financial tools to promote office a growth to meet local, regional and provincial targets. The recommendations from the study will provide the basis for the development of a CIP by -law. OTHER RELATED EXPERIENCE • In her work since joining Hemson, Jaclyn has developed and maintained financial models, managed inventories and databases, prepared material for presentations, written reports and memoranda, and drafted information packages for development industry stakeholders, as well as municipal staff and council. She has also conducted reviews of municipal best practices and assisted with drafting development charge policies for municipal clients. 1 ■ 1 1 ■ 1 1 t 1 1 1 is HEMSON 1 1 s ■ 11 Development Charges Client List U Hemson has provided advice to Ontario municipalities and utility corporations on all aspects of development 11 charges for more than 25 years. Our development charges clients since the passage of the 1997 DCA include: ■ 11 Single -Tier Upper -Tier Cities Counties Regions Counties IN Brantford Haldimand Halton Dufferin Greater Sudbury Norfolk Peel Elgin North Bay Waterloo Grey 11 Orillia Oxford Peterborough* Peterborough III Quinte West Simcoe St. Thomas Toronto Windsor IN Lower -Tier Cities Towns Municipalities Townships . Brampton Aurora Brighton Asphodel- Norwood Clarence - Rockland Bancroft Clarington Blandford - Blenheim 1 ii Gloucester Bracebridge Kincard Brock Kitchener Flamborough Meaford East Zorra Tavistock Markham Fort Erie Strathroy - Caradoc Elizabethtown - Kitley . Mississauga Georgian Bay Essa Niagara Falls Georgina Glanbrook ■ Owen Sound Gravenhurst Lake of Bays Thorold* Halton Hills Loyalist III Vaughan* Ingersoll Muskoka Lakes Waterloo Innisfil* North Dumfries Woodstock Midland Norwich ■ New Tecumseth Ramara* Newmarket Richmond Hill ■ Oakville Russell Orangeville Scugog II Penetanguishene South -West Oxford Plympton- Wyoming Springwater III Saugeen Shores St. Clair Shelburne Tay The Blue Mountains* Tiny Tillsonburg Uxbridge Wasaga Beach Wellesley III Whitby Zorra ■ _ } U Corporations Province of Ontario Springwater Hydro Ministry of Municipal Affairs and Housing ! Peterborough Utility Services Innisfil Hydro II Orangeville Hydro ■ * Included an area - specific DC L ' I HEMSON