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Spokes
12-27-2009, 10:07 AM
Development Charges

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Successful redevelopment of Uptown Waterloo means no more subsidies for builders
December 26, 2009
By Terry Pender, Record staff

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WATERLOO — This city is poised to pass a milestone in the decade’s long struggle to redefine, redevelop and rejuvenate its downtown.

City planners believe there is now enough interest, momentum and optimism about their downtown’s future that developers should no longer be subsidized by taxpayers for building there.

On Jan. 1, the City of Waterloo ends a program that waived millions of dollars in fees for development in the core. It is the first city in this region to drop the waiver of downtown development charges since the programs were put in place in the 1990s.

Before building permits are issued, the fees — also called development charges — are collected by the city. Residential or commercial, big or small, fees are collected and used to help pay for infrastructure to service new growth.

In Waterloo for every single-detached or semi-detached house built, the developer pays $13,372 to the city, almost half of which will be spent on roads to service new homes.

For apartment buildings, the development charge is $9,302 per unit. Non-residential developments pay $51 per square metre in development charges. On a large project these fees can add millions to the cost.

But for more than a decade, the City of Waterloo waived those fees to spur development in the city centre.

“There has been a growing number of projects in the Uptown,” Ryan Mounsey, an urban planner with the city, said. “The demand is very high and there is no longer any need to maintain some financial incentives to attract developers to the Uptown.”

Developers have rushed to get approvals in place before the fee-exemption for downtown projects.

“It is a very good news story,” Mounsey said.

Next year, there could be as many as four construction cranes near Erb Street — two on the BarrelYards site, one at the Knox Presbyterian Church and another at the Balsillie School of International Affairs.

“That BarrelYards site will be under a constant state of construction for many years, and so the first phase to go will be the two 21-storey live-work units,” Mounsey said.

That will be the site of the largest redevelopment of a former industrial site in the region —1,008 apartments, 12 townhouses, 10 live-work units, a 280-room hotel, 230,000-square-feet of commercial-office-retail space, a park and 2,250 underground-parking spaces.

That area now has three buildings that have won awards for architecture: The Perimeter Institute of Theoretical Physics, the Canadian Clay and Glass Gallery and the addition that was put on the former Seagram’s building at Erb and Caroline, which now houses the Centre for International Governance Innovation.

“The expectations are very, very high for all other development,” Mounsey said.

About 20 years ago downtown Waterloo was hollowed out by the closing of four large industries. About 50 acres of former industrial land was left empty after Labatt’s, Seagrams, Canbar Exports and Sunar-Hauserman shut down.

At the same time, big-box stores started opening in the region, putting the downtown retailers, already competing with malls, under even more pressure.

But less than a generation after it was de-industrialized, central Waterloo is on the way to successful urban redevelopment.

By 1999, the City of Waterloo had exempted downtown projects from development charges.

Since then, a multi-residential building went up on William Street near City Hall, and an elder-care centre and townhouses were built on the site of Labatt Brewing near King and William streets. A complex for seniors was built on the old SunarHauserman property on Father David Bauer Drive.

The Seagram Lofts were constructed and the former Alexandra School was converted to housing. The old Waterloo Town Square Mall was chopped in half, Willis Way was extended and retail buildings constructed along the King Street sidewalks.

“There has been tremendous change and evolution in the Uptown and because it is such a compact core you notice that change,” Mounsey said.

The end of the program is not without problems.

Developers are rushing to get applications and building permits in place before the subsidies end. While developers do not pay the fees, the City of Waterloo must put an equal amount into a special reserve fund.

That amount could be as high as $13.7 million for 2008-2009. Waterloo city councillors must decide in the new year how they will come up with that amount of money.

It’s a challenge other city planners in this region are not facing.

“Uptown Waterloo has had a lot of success with redevelopment,” Janet Babcock, commissioner of planning services in Cambridge, said.

Cambridge and Kitchener will continue to exempt downtown projects from development charges.

A lot of factors came together to help in the rebirth of central Waterloo, Babcock believes.

First off, the Waterloo core is compact. And private benefactors have put money into specific projects — the Perimeter Institute, the Centre for International Governance Innovation and the Balsillie School of International Affairs.

The burgeoning high-tech sector and the presence of two university campuses nearby also helps downtown Waterloo.

“If any municipality in Ontario knew the formula for regenerating core areas, I can guarantee you a lot of municipal planners and councillors would want to make sure they got that formula,” Babcock said.

tpender@therecord.com

http://news.therecord.com/News/Local/article/649321 (http://news.therecord.com/News/Local/article/649321)

Spokes
12-27-2009, 10:16 AM
It's going to be interesting to see what the ramifications of this are, if any.

I don't know that it'll hurt Waterloo too much. I think the developers that want Waterloo bad enough, will spend the extra money.

Kitchener on the other hand, I think could benefit from this quite a bit. Should be interesting to see how it pans out.

Does this mean we could see a number of projects being approved in the near future? Or does this only apply to projects that are already approved and are just waiting for permits?

Spokes
01-06-2010, 01:22 PM
Successful redevelopment of Uptown Waterloo means no more subsidies for builders

December 26, 2009
By Terry Pender, Record staff

http://news.therecord.com/News/Local/article/649321 (http://news.therecord.com/News/Local/article/649321)

A good editorial in response to this article ^


Waterloo’s core has bright future

January 04, 2010

The City of Waterloo has a special reason to celebrate as this new year begins. It will no longer waive the development fees for buildings constructed in Waterloo’s core.

The development industry may regret the loss of this indirect subsidy, but council's decision, in general, is positive. The city, with good reason, thinks that the core area has developed so well that the city in future won’t have to offer this special incentive to encourage developers to build there.

Waterloo’s core now has such a positive reputation that the regular market forces are pushing developers toward it. What this means is that the developers should be able to make a reasonable profit on a project in Waterloo’s core without this form of public subsidy.

The development fees are significant, particularly on a large project. The city charges $51 per square metre for non-residential developments. Until now, other taxpayers have absorbed the costs that would have been covered by the fees.

During the past decade, Waterloo’s core has been one of the brightest real estate stories in the region, if not in the entire province. This is a core that was once home to a brewery and a distillery as well as other industries that closed their doors. For a time, the future looked bleak.

In recent years, numerous retail, commercial and institutional projects have blossomed on once-deserted properties. Certainly the philanthropic projects started by executives at Research In Motion, such as the Centre for International Governance Innovation and the Perimeter Institute for Theoretical Physics, have helped the core, but commercial projects such as the redevelopment of Waterloo Town Square have also had a positive impact.

Waterloo has had the right mix of high-tech businesses and educational institutions to make its core particularly vibrant.

The cores of cities such as Kitchener and Cambridge may have made progress, but they aren’t at the point at which their councils are ready to remove the subsidy from the general taxpayer. They still face challenges caused by various factors such as the shifting nature of the region’s economy and the popularity of big box stores in suburban areas.

Kitchener and Cambridge, therefore, can expect to continue to subsidize their cores by waiving development fees for some time to come. Core areas are important. Their importance goes beyond the geographical boundaries of the core because they create an image of the community in which they are located. This is why municipal councils are prepared to offer various forms of subsidies to help them. No would dispute, however, that a core that doesn’t need a subsidy is healthier than one that does.

UrbanWaterloo
05-10-2010, 11:22 AM
WAT: FINANCE & STRATEGIC PLANNING COMMITTEE MEETING
Monday, May 10, 2010 6:30PM
Packets: http://www.waterloo.ca/Portals/57ad7180-c5e7-49f5-b282-c6475cdb7ee7/CS_CLERKS_Minutes_2010/20100510_Packet_Finance_and_Strategic_Planning_Com mittee_Meeting.pdf

6. CONSENT MOTION
That Consent Motion Items (a) to (h) be approved.
c) Annual Statement of Development Charges | Page 21
Staff Report: FS2010-023
Prepared By: Erin Gray

Recommendation: “That Council receives for information the Annual Statement of Development Charge Reserve Funds for the year ended December 31, 2009.”

Summary 2009 Consolidated Statement
A consolidated statement of the Development Charges Reserve Fund for the year ending December 31, 2009 is attached and can be presented as follow:

Opening Balance January 1, 2009 | $ (12,384,297)
Revenues | $ (11,811,613)
Interest Earned | $ (227,892)
Expenditures | $ 13,654,385
Debt Charges | $ 925,125
Closing Balance December 31, 2009 | $ (9,855,292)

Revenues
Under the current Development Charge Bylaw, revenues for 2009 were targeted to be $7,062,269. At the end of the year the City had achieved $11,811,612 in revenues or 167.24% of the target. This was a direct result of the ending of the Core Area Exemption on December 31, 2009. The City has funded $3.72 million of the total obligation of the $10.62 million. Excluding the Core Area Exemption Funding, the revenues were $8,091,612 or 114.58%. There were 838 residential equivalent units, an increase of 301 from the prior year of 537 and 431 more than the budget of 407 residential equivalent units. This is also directly attributable to the end of the Core Area Exemption. Of the 838 residential equivalent units, 501 are within the Core Area leaving 337 residential equivalent units outside the Core Area. The number of non residential square metres was higher this year at 143,957m2 of which 51,889m2 was exempted under the Core Area Exemption and 24,871m2 was exempted for statutory reasons for a total of 67,196m2. This was more than the budgeted 36,000m2 however it is slightly less than the prior year of 69,993m2.

Capital Budget Expenditures
The 2009 Capital Budget included $21.387 million in forecasted expenditures to be funded from the Development Charge Reserves. Actual funding for projects receiving approval was in the amount of $13.654 million. The variance is the result of the deferral of several projects including: Clair Creek (North Branch) - Vista Hills (north pond) $2.1 million, Columbia Street Extension $3.7 million, Wilmot Line - Erb St. to Columbia $1.3 million and several smaller projects.

Total Outstanding Debt
The total outstanding debt or the principal unpaid which is related to the Development Charges Reserve Fund has a balance of $2,902,203 at December 31, 2009. The annual payments that are associated with these debentures are being expensed from this reserve fund and are not tax supported. Last year these debenture payments were in the amount of $925,125.

Financial Implications: Council is still in the process of identifying and appropriate funding source for the remaining $6.9 million obligation resulting from the Core Area Exemption

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UrbanWaterloo
05-26-2010, 05:31 AM
2009 DEVELOPMENT CHARGE TRANSACTION REPORT
REGION OF WATERLOO FINANCE DEPARTMENT: Financial Services and Development Financing
TO: Chair T. Galloway and Members of the Administration and Finance Committee
DATE: May 18, 2010 | Report: F-10-041 (http://www.region.waterloo.on.ca/web/region.nsf/8ef02c0fded0c82a85256e590071a3ce/DDEF105A02B9AA1585257723006AD0FD/$file/F-10-041.pdf?openelement)

REPORT:

Development Charge Reserve Fund Balances
The Regional Development Charge Reserve Fund (RDC Fund) started the year with a balance of $73.1 million. At the end of 2009, the RDC Fund had a balance of $96.8 million as a result of the transactions detailed below (see Appendix A). As noted below, collections were approximately $7.7 million higher than capital funding in 2009. The increase in the Reserve also results from interest income and funding of exemptions and discounts from user rates and property taxes. In 2009, exemptions were approximately $12.9 million, a large part of which was a result of the City of Waterloo ending their downtown core development charge exemption as of December 31, 2009, which greatly increased development in this area. 2009 discounts of approximately $10 million are another major factor for the Reserve Fund increase. The August 1, 2009 RDC rate increase was deferred for the period of August 1 to December 31, 2009, resulting in the 2009 discount. Both exemptions and discounts are funded from user rates and property taxes. The current RDC balances will be drawn down as the expansion capital programs are implemented.

2009 Development Charge Collections
Development charge collections (including $10 million in discounts) in 2009 totaled $39.5 million, an increase of approximately 34.8% over 2008 collections of $29.3 million. Of the total collections, $22.4 million was attributable to residential developments and $17.1 million was for non-residential developments (see Appendix B).

2009 Development Charge Capital Appropriations
In 2009, appropriations to finance growth-related capital projects and debt charges totaled $31.8 million. Table 1 provides a breakdown of 2009 appropriations by service groups (see Appendix B for summary and Appendix C for details by project).

Table 1: 2009 Appropriations to Capital Projects
Item | 2009 Appropriations
Roads Capital Projects $11,816,614
Airport Projects $102,886
Water Supply Capital Projects $12,401,351
Wastewater Treatment Capital Projects $5,220,559
Police Projects $1,273,630
Administration $108,733
Library Capital Projects $81,788
Transit Capital Projects $479,220
Debt Charges $334,076
Total $31,818,857
Exemptions and Discounts
Major exemptions provided in the RDC By-law are: Downtown core exemption, and exemption for Contaminated Sites. The DC Act specifies that any shortfall in development charge revenue resulting from exemptions and/or discounts must be made up from sources other than higher charges on other development. The total cost of development charge exemptions is financed from user rate reserves and property tax levies. Table 2 provides a summary of exemptions applied in 2009.

Table 2: 2009 Exemptions
Type | Exemptions
Residential $ 7,942,897
Non-Residential $4,953,577
Total $12,896,474
The components of the current year exemptions include approximately $12,225,000 related to downtown core developments, and $619,000 related to brownfield site developments. The balance of $52,000 was related to other exemptions, as provided in the RDC By-law. Approximately $8.7 million of the exemption costs was funded from property tax (mostly Roads Capital Levy), and $4.2 million from User Rate Reserve Funds.

Discounts
Council in an effort to create a stimulus to boost the economy in very tough economic times approved a deferral of the August 1, 2009 RDC rate increase. The result of the Council decision to approve a RDC rate discount for the period August 1 to December 31, 2009, resulted in a funding increase of approximately $10 million, which was funded from the Roads Capital Levy and Water/Wastewater Reserve Funds. The impact of this significantly reduced the balances in the Reserves previously mentioned, however it is important to note that this was a one-time allocation to these Reserve Funds and funding of discounts will not continue after December 31, 2009. Table 3 provides a summary of discounts applied in 2009.

Table 3: 2009 Discounts
Type | Discounts
Residential $ 3,961,970
Non-Residential $6,066,831
Total $10,028,801