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AGENDA - General Committee - 20080902GENERAL COMMITTEE AGENDA NO.08-20 TUESDAY, SEPTEMBER 2, 2008 7:00 P.M. COUNCIL CHAMBERS AURORA TOWN NALL PUBLIC RELEASE 28/08/08 AutoRA TOWN OF AURORA GENERAL COMMITTEE MEETING AGENDA NO. 08-29 Tuesday, September 2, 2008 7:00 p.m. Council Chambers Councillor Wilson in the Chair I DECLARATIONS OF PECUNIARY INTEREST II APPROVAL OF AGENDA RECOMMENDED: THAT the agenda as circulated by the Corporate Services Department be approved. III ADOPTION OF PREVIOUS MINUTES General Committee Meeting Minutes, 08-26, June 17, 2008 pg. 1 Special General Committee — Audit Committee Minutes, 08-27 pg. 11 June 24, 2008 Special General Committee Meeting Minutes, 08-28, July 14, 2008 pg. 13 RECOMMENDED: THAT the General Committee Meeting minutes 08-26, the Special General Committee — Audit Committee minutes 08-27 and the Special General Committee Meeting minutes 08-28 be adopted. General Committee Meeting No. 08-29 Page 2 of 8 Tuesday, September 2, 2008 IV DETERMINATION OF ITEMS REQUIRING SEPARATE DISCUSSION V ADOPTION OF ITEMS NOT REQUIRING SEPARATE DISCUSSION VI DELEGATIONS (a) Mr. Michael Rice, Rice Commercial Group pg. 16 Re: Item 11 - PL08-094 — Application for Site Plan Approval -Revised Access/Median Design for the Bayview-Wellington Commercial Site Plan Development Rice Commercial Group D11-03-07 Vll PRESENTATIONS BY THE COMMITTEE REPRESENTATIVE Vlll CONSIDERATION OF ITEMS REQUIRING SEPARATE DISCUSSION IX NEW BUSINESS/GENERAL INFORMATION —COUNCILLORS X CLOSED SESSION RECOMMENDED: THAT General Committee resolve into a Closed Session to consider: • Legal Matter — Legal Opinion regarding Stronach Aurora Recreation Centre • Personal Matter — Appointment to Committees • Labour Relations Matter— Recruitment of Town Solicitor/Interim Legal Services • Labour Relations Matter— Recruitment of CAO • Personal/Legal Matter— Identifiable Individual • Personal/Legal Matter — Human Resources Department Staff Member • Personal/Legal Matter — Marketing Division Former Staff Member General Committee Meeting No. 08-29 Tuesday, September 2, 2008 Page 3 of 8 • Legal Matter — Bondfield v. Aurora • Property Matter — Inquiry regarding Town Land • Personal Matter— Memo from Councillor Collins-Mrakas Xl ADJOURNMENT General Committee Meeting No. 08-29 Page 4 of 8 Tuesday, September 2, 2008 AGENDA ITEMS 1. LSAC08-07 — Leisure Services Advisory Committee Meeting Minutes pg. 17 August 21, 2008 RECOMMENDED: THAT the Leisure Services Advisory Committee Meeting minutes from the August 21, 2008 meeting, be received and the recommendations contained therein be approved. 2. ADM08-010 — Request for Proposal for a Review of the pg. 23 Corporate Organizational Structure of the Town of Aurora (referred from August 12, 2008 Council) RECOMMENDED: THAT the firm BMA Management Consulting Inc. be awarded the contract for the Review of the Corporate Organizational Structure of the Town of Aurora for a contract price of $68,850 plus disbursements. 3. FS08-023 — Property Tax Grant for Low -Income Seniors pg. 25 RECOMMENDED: THAT due to the introduction by the Province of Ontario of a new homeowners grant for Seniors, a Low-income Seniors Property Tax Assistance Programme not be approved for implementation in the 2008 taxation year. 4. FSO8-034 — 2009 Budget Timetable pg. 31 RECOMMENDED: THAT the 2009 budget timetable be accepted; and THAT Council request Senior Management Team to bring in a budget at General Committee Meeting No. 08-29 Tuesday, September 2, 2008 Page 5 of 8 4� 9 7 1.1 FS08-035 — Bad Debt Allowance Discretionary Reserve Fund RECOMMENDED: THAT Report No. FS08-035 be received; and pg. 45 THAT a new Allowance for Bad Debt Discretionary Reserve Fund be established; and THAT the 2007 Operating Surplus of $519,000 be transferred to this fund. FS08-040 — Capital Fund Report to July 14, 2008 RECOMMENDED: pg. 65 THAT report FS08-040 "Capital Fund Report to July 14, 2008" be received; and THAT Council authorize the re -allocation of capital project closing balances as identified in Attachment #2 of this report. FS08-041 — Asphalt Price Escalation Clause RECOMMENDED: 3M. THAT Council approve the inclusion of a price increase/decrease clause for the supply of hot mix asphalt in the terms and condition section of all new bid documents. PW08-034 —Parking Lot Lighting — Mosaics Condominium and pg. 86 Canadian Tire Corporation RECOMMENDED: THAT Council approve the recommendation to accept the maintenance and operating costs for three (3) street lights in the Canadian Tire parking lot to service residents of the Mosaics Community — York Region Condominium Corporation No. 920; and THAT Council direct staff to develop an Agreement with Canadian Tire Corporation to acknowledge the transfer of responsibility. General Committee Meeting No. 08-29 Page 6 of 8 Tuesday, September 2, 2008 9. BA08-005 — Sign Bylaw Amendment — Whitwell Developments Ltd. pg. 90 RECOMMENDED: THAT Report BA08-005 regarding a request from Whitwell Developments Ltd. to amend the permanent sign bylaw 4898-07.P to allow for additional wall signs for the Smart Centres development on the north side of Wellington Street East between Leslie Street and Highway 404 be received for information: and THAT Council enact implementing Sign By-law 5067-08.P to be brought forward at the Council meeting of September 9, 2008. 10. LS08-043 — Naming of Municipal Parks RECOMMENDED: pg.102 THAT Council approve the name Jaekel Park for the new proposed Municipal Parkette within the Ballymore Development Corporation Subdivision in the vicinity of Bloomington Road and Bathurst Street Park; and THAT Council approve the name English Park for the new proposed Municipal Parkette within the Brookvalley (Aurora) Development in the vicinity of Bayview Avenue and Vandorf Road; and THAT appropriate signage be erected on these sites indicating that the lands have been named and identified as noted for future park use. 11. PL08-094 — Application for Site Plan Approval -Revised pg. 107 Access/Median Design for the Bayview-Wellington Commercial Site Plan Development Rice Commercial Group File: D11-03-07 RECOMMENDED: THAT Council receive as information the revised access/median proposal for site plan application D11-03-07; and THAT Council determine their position on this matter. General Committee Meeting No. 08-29 Page 7 of 8 Tuesday, September 2, 2008 12. FS08-037 — 2008 Second Quarter Operating Report pg. 117 NOTE: Attachments 1 & 2 will be distributed at the meeting. RECOMMENDED: THAT the budget adjustments as identified in Attachment 2 to Financial Services Report No. FS08-037 be adopted; and THAT all departments be directed to defer purchases that can be delayed to 2009 to assist with the elimination of the projected budget deficit; and That the projected deficit for Legal Services be taken from the Future Legal Reserve Fund; and That the projected deficit for Insurance Claims and Insurance Adjuster Fees be taken from the Insurance Reserve Fund: and That any costs associated with the Sale of the Leslie Street Property be applied to the Sale of Municipal Lands Reserve fund to be recovered from the proceeds of the Sale; and That should all of the above not address the total deficit that we take the balance from the Supplementary Tax Revenue that was to go toward Capital projects to be assign at a later date. 13. Letter from Lake Simcoe Region Conservation Authority pg. 122 Re: Comments of the Lake Simcoe Region Conservation Authority in Response to the Proposed Lake Simcoe Protection Act - EBR 010-3753 RECOMMENDED: THAT the correspondence from Lake Simcoe Region Conservation Authority be received and endorsed by Council. 14. Correspondence from the Town of Newmarket pg. 131 Re: Smart Commute - Memorandum of Understanding RECOMMENDED: THAT the correspondence from the Town of Newmarket be received for information. General Committee Meeting No. 08-29 Tuesday, September 2, 2008 Page 8 of 8 15. Correspondence from the Royal Canadian Air Cadets pg. 138 166 Bulldog Squadron Re: Use of Aurora Fitness Facility for 166 Summer Biathlon RECOMMENDED: THAT the correspondence from the Royal Canadian Air Cadets, regarding the use of the Aurora Fitness Centre to hold the 166 Summer Biathlon in October 2008, be received for information. 16. CS08-024 — Corporate Group Benefits Renewal Program pg. 139 RECOMMENDED: THAT Council approve the Group Benefits Renewal Program submitted by PPI Financial Group for the employee benefits with Great West Life. GENERAL COMMITTEE - SEPTEMBER 2, 2008 GC Minutes, June 17, 2008 - 1 AUR`OR.A TOWN OF AURORA GENERAL COMMITTEE MEETING MINUTES NO, 08-26 Council Chambers Aurora Town Hall Tuesday, June 17, 2008 ATTENDANCE COMMITTEE MEMBERS Councillor Collins-Mrakas in the Chair; Mayor Morris, Councillors Gaertner, Gallo, Granger, MacEachern, McRoberts and Wilson MEMBERS ABSENT Councillor Buck was absent. OTHER ATTENDEES Chief Administrative Officer, Director of Corporate Services/Town Clerk, Director of Leisure Services, Director of Planning, Director of Public Works, Director of Financial Services/ Treasurer, and Council/Committee Secretary, Councillor Collins-Mrakas called the meeting to order at 7:00 p.m. I DECLARATIONS OF PECUNIARY INTEREST There were no, declarations of pecuniary interest under the Municipal Conflict of Interest Act. If APPROVAL OF AGENDA General Committee recommends: THAT the agendaas circulated by the Corporate Services Department, with the following additional items, be approved: New Delegation a) — Mr. Charles Sequeira, Aurora Seniors' Association Re: Item 8 - PWOB-026 — Investigation of a Snow Windrow Clearing Program for Seniors and Physically Challenged Residents Y New Delegation b)— Mr. llmar Simanovskis, Director of Public Works Re: Item 11 - PW08-028 Replacement of Downtown Core Waste Receptacles with Town Stream Receptacles ➢ REVISED Item 9 - PW08-024 - Municipal Access Agreement Town of Aurora and Rogers Communications Inc. and Various, Utility Service Providers CARRIED GENERAL COMMITTEE- SEPTEMBER 2, 2008 GC Minutes, June. 17, 2008 - 2 General Committee Report No. 08.26 _ Tuesday, June 17, 2008 . Ill ADOPTION OFPREVIOUS MINUTES General Committee Meeting Minutes, 08-25, June 3,.2008 General Committee recommends: THAT the General Committee Meeting minutes 08-25 be adopted. CARRIED IV DETERMINATION OF ITEMS REQUIRING SEPARATE DISCUSSION Items 1, 2, 3, 4, 5, 8, 9, 11, 12, 13, 14, 16 and 17 were identified for discussion. V ADOPTION OF ITEMS NOT REQUIRING SEPARATE DISCUSSION General Committee recommends: THAT the following recommendations respecting the matters listed as "Items not Requiring Separate Discussion" be adopted as submitted to the General Committee and staff be authorized to take all necessary action required to give effect to same: 6. PW08-022—Lead Sampling Update THAT report PW08-022 — Lead Sampling Update, be received for information; and THAT Council approve the continuation of the lead testing program with the use of in-house staff. . 7. PWOS-026 — Award of Tender PW2008-37 — For the Supply and Operation of Four Snow Removal Trucks THAT the number of snow plow routes increase by one additional route to a total of nine routes, of which four routes will be maintained by external contract services and five routes will be maintained by Town staff; and THAT Tender No. PW2008-37 for the supply and operation of four snow removal trucks be awarded to 614128 Ontario Ltd. c/o Trisan Construction Ltd in the amount of $378,980.00 plus CST per year for a period of three years. 10. PW08-027— Award ofTender PW2008.03— Reconstruction of Boulding Drive and Navan Crescent THAT Tender PW2008-02 - Reconstruction of Boulding Drive and Navan Crescent be awarded to IL Duca Contracting Inc.. at its tendered price of $618,105.50, excluding GST; and THAT the variances in the storm sewer costs for this project of $9,828.00 be funded from the Storm Sewer Reserve; and THAT Council authorize the Mayor and Municipal Clerk to execute the attached Form of Agreement between the Town of Aurora and IL Duca, Contracting Inc. for the reconstruction of Boulding Drive and Navan Crescent. -2- GENERAL COMMITTEE - SEPTEMBER 2; 2008 GC Minutes, June 17, 2008 - 3 General Committee Report No.08-26 Tuesday, June 17, 2008 16. PL08-069 —Zoning By-law Amendment and Site Plan Application Imperial Oil Ltd. Part of Lot 21, Concession 2 1472 Wellington Street East Files D14-02.08 and D11-21-05(A) THAT Implementing Zoning By-law 5039-08,D be enacted to permit a drive-thru and a take-out restaurant as additional permitted uses to the existing "Service Commercial C3-1 Zone (Rural)'; and THAT subject to any issues or comments raised by Council, Site Plan Amendment Application Dll-21-05 (A) be approved to permit the construction of a drive-thru facility; and THAT Council authorize the Mayor and ,Clerk to execute the Site Plan Amendment Agreement. 18. ADM08-009 — 404 Gateway Sign THAT Council approve the construction of one gateway sign, located within the loop, on the northbound lane of Highway 404; and THAT Council approve the 404 sign should be lit with a standard electrical hook-up. CARRIED VI DELEGATIONS a) Mr. Charles Sequelra, Aurora Seniors' Association Re: Item 8 - PW08-026 — Investigation of a Snow Windrow Clearing Program for Seniors and Physically Challenged Residents Mr. Charles Sequeira addressed General Committee In support of the windrow snow clearing program for seniors and physically challenged residents. Mr. Sequeira suggested that there is enough interest within the Town for such a program, as there were 100 responses to the survey as well as approximately 45 attendees at the workshop. Mr. Sequeira suggested that consideration be given to adding a hotline for emergency situations. General Committee recommends: THAT the comments of the delegate be received and referred to Item 8 on the agenda. CARRIED General Committee recommends: THAT item 8 - PW08-026.— Investigation of a Snow Windrow Clearing Program for Seniors and Physically Challenged Residents be brought forward for discussion. -3- GENERAL COMMITTEE- SEPTEMBER 2, 2008 GC Minutes, June 17, 2008 - 4 General Committee Report No. 08-26 Tuesday, June 17,2008 8. PW08-026 - Investigation of a Snow Windrow Clearing Program for Seniors and Physically Challenged Residents General Committee recommends: THAT Council endorse, in principle, the service delivery option of a contract service for a 3 year period for seniors and/or persons with physical constraints only; and THAT Council endorse, in principle, the cost recovery option using a blended funding model; and THAT the level of service would be as follows: ➢ Service will be offered to residents aged 65 and over, or residents with physical disabilities; ➢ Windrow' clearing will occur when snowfall accumulation exceeds 10 cm (4 inches) per event; ➢ - Clearing will be completed within 24 hours after completion of road plowing operations; Annual registration to be submitted to the Town by December 1 of each season; and THAT staff contact the Aurora Seniors' Association for their input; and THAT staff bring back a report to Council for consideration for the 2008-2009 season. CARRIED (b) Mr. Ilmar Simanovskis, Director of Public Works Re: Item 11 - PW08.028 - Replacement of Downtown Core Waste Receptacles with Town Stream Receptacles The Director of Public Works addressed General Committee to provide a summary of the existing waste receptacles in the downtown core, and examples of product options available for the stream receptacles. General Committee recommends: THAT the comments of the delegate be received. CARRIED General Committee recommends: THAT Item 11 - PW08-028 - Replacement of Downtown Core Waste Receptacles with Town Stream Receptacles be brought forward for discussion. CARRIED -4- GENERAL COMMITTEE- SEPTEMBER 2, 2008 GC Minutes, June 17, 2008 - 5 General Committee Report No. 08-26 Tuesday, June 17, 2008 11. PW08-028 - Replacement of Downtown Core Waste Receptacles with Town Stream Receptacles General Committee recommends: THAT the Town purchase black waste receptacles for the downtown core from OdPoint International for locations which will accommodate the larger, double receptacle units; and THAT the balance of required waste receptacles be purchased, in black, from Waste Wise Products. CARRIED General Committee recommends: THAT item 13 - PL08-050 -Application for Site Plan Approval - Sarjeant- McKoy Holding Inc. be brought forward for discussion. CARRIED 13. PL08-060-Application for Site Plan Approval Sarjeant.McKoy Holding Inc. 32 & 66 Don Hillock Drive - File D11-05-08 General Committee recommends: THAT. staff report back to Council addressing any issues that may be raised at this General Committee meeting, and - THAT consideration begiven to the following issues: Y Enhance the fagade; Y Increase the amount of glass used; - Y Decrease the brick work; ➢ Increase the landscaping Y Review the use of sustainable landscaping CARRIED General Committee recommends: THAT item 16 - LS08-029 - Brookvalley Development Park Construction be brought forward for discussion. CARRIED 16. LS08.029 - Brookvalley Development Park Construction General Committee recommends: THAT report LS08.029 - Brookvalley Development Park Construction be received for information; and THAT the matter be referred to the Leisure Services Advisory Committee. CARRIED -5- GENERAL COMMITTEE- SEPTEMBER 2, 2008 GC Minutes, June 17, 2008 - 6 General Committee Report No. 08.26 - Tuesday, June 17, 2008 General Committee recommends: THAT item 17 -- PL08-071 - Release for Registration - Brookvalley Developments (AURORA) Ltd. be brought forward for discussion. CARRIED 17. PL08.071 - Release for Registration Brookvalley Developments (AURORA) Ltd. Part of Lot 15, Concession 2, E.Y.S File D12-05-02A General Committee recommends: THAT the Mayor and Clerk be authorized to execute a Subdivision Agreement between The Corporation of the Town of Aurora and Brookvalley Developments (AURORA) Ltd. in accordance with the draft approved conditions dated November 1, 2006, subject to the provision of financial payments and securities as set out on Schedules " K" and "L" of the Agreement substantially in the form attached; and, THAT Council enact Amending By-law 5040-08.R; and. Amendment: THAT a warning clause be included in the homeowners' Offer of Purchase and Sale agreement advising of the potential for the construction of the upgrade of the transmission towers andra peak generation plant on Bloomington Sideroad, and THAT the wording of the warning clause be brought to Council for review. CARRIED Amendment. THAT the matter be referred back to staff to make the following changes: ➢ That the agreement be modified to reflect that item #16- has been removed from this plan; ➢ That, under Schedule "J", items 2a) and 2gj be removed; and THAT staff bring backa summary of the landscaping details that were originally provided in 2007, as well as the current landscaping details. CARRIED The main recommendation was CARRIED AS AMENDED. VII PRESENTATIONS BY THE COMMITTEE REPRESENTATIVE None -6- GENERAL COMMITTEE- SEPTEMBER 2, 2008 GC Minutes, June 17, 2008 - 7 General Committee Report No. 08-26 Tuesday, June 17, 2008 M CONSIDERATION OF ITEMS REQUIRING SEPARATE DISCUSSION 1. ART08-04 —Arts& Culture Advisory Committee Meeting Minutes May 22, 2008 (2) Ms Ariana Moscato Freire, Novita Interpares Limited _ Aurora Arts and Cultural Centre Strategic and Business Planning Study Part One —Strategic Planning Report, and Part Two -- Business Plan Report for the Aurora Heritage Centre General Committee recommends: THAT the delegation by Ms Ariana Moscote Freire, Novita Interpares Limited and document entitled "Church Street School Cultural Centre, Strategic and Business Planning Study": • Part One - Strategic Planning Report; and • Part Two- Business Plan Report -ADDED ITEM for the Aurora Heritage Centre be received for the purpose of moving forward to the Implementation Plan for the project; and THAT Council be provided with a copy of the Strategic Planning Report and Business Plan Report for information; and THAT the consultants be invited to provide a presentation to Council on the Strategic Planning Report and Business Plan Report. CARRIED General Committee recommends: THAT the meeting be extended beyond 10:30 p.m. CARRIED General Committee recommends: THAT the balance of the Arts & Culture Advisory Committee Meeting minutes from the May 22, 2008 meeting be received and the recommendations contained therein be approved. CARRIED 2. CS08-026-- Codes ofConduct for Members ofCouncil and Committees General Committee recommends: THAT Council enact the proposed by-laws to adopt and implement the Code of Conduct for Members of Council and the Code of Conduct for Members of Advisory & Statutory Committees; and THAT staff report back on the details required to engage the services of an Integrity Commissioner on a retainer basis, including a job description and the process for recruitment; and THAT each advisory committee member be provided with a copy of the Code of Conduct; and - 7- GENERAL COMMITTEE- SEPTEMBER 2, 2008 GC Minutes, June 17, 2008 - 8 General Committee Report No. 08-26 Tuesday, June 17, 2008 THAT the recommendations outlined in Mr. Rust D'Eye's report be included on the next Council agenda. CARRIED 3. CS08.026 - Newspaper Distribution Boxes General Committee recommends: THAT Council approve the enactment of the proposed by-law to license and regulate the location of newspaper distribution boxes in the Town of Aurora; and THAT the Mayor and Town Clerk be authorized to execute an agreement with Creative Outdoor Advertising for the provision of Newspaper Distribution Boxes Corals; and THAT staff review the number, of newspaper distribution boxes .as well as the proposed locations to determine whether they can be reduced. CARRIED b. LS08-030- Library Building Automation System General Committee recommends: THAT Council authorize Leisure Services staff to re -paint the Aurora Community Centre metal roof and re -submit the request for the Aurora Public Library building automation system in the 2009 Capital Budget. DEFEATED General Committee recommends: THAT Council authorize Leisure Services staff to proceed with updates to the building automation and controls system at the Aurora Public Library for heating, ventilation and air conditioning controls in lieu of Capital Project #71046 to re -paint the Aurora Community Centre Arena#2 metal roof system. CARRIED 9. PW08-024- Municipal Access Agreement -Town of Aurora and Rogers Communications Inc. General Committee recommends: THAT Council authorize the Mayor and Clerk to execute the Municipal Access Agreement between the Town of Aurora and Rogers Communications Inc., attached to report PW08-024, to permit Rogers Communications Inc. to install its equipment within Town owned rights -of - way under the terms and conditions of the Municipal Access Agreement. CARRIED -8 GENERAL COMMITTEE- SEPTEMBER 2, 2008 GC Minutes, June 17, 2008 - 9 General Committee Report No. 08-26- Tuesday, June 17, 2008 General Committee recommends: THAT the meeting be extended to 11:15 p.m. CARRIED 12. PW08-019 — Introduction of a "Bag Tag" System (deferred from June 3, 2008 General Committee Meeting) General Committee recommends: THAT report PW08-019 — Introduction of a `Bag Tag" System be deferred to the June 24, 2008 Council meeting. . CARRIED 14. PLOB-061 — Downtown Secondary Plan General Committee recommends: THAT report PL08-061 — Downtown Secondary Plan be deferred to. discussions pertaining to the second quarter status report, and THAT a meeting be held in early July 2008, CARRIED 4. OS08-027 — Council Pending List General Committee recommends: THAT report CS08-027— Council Pending List be deferred to the June 24, 2008 Council meeting. - CARRIED IX NEW BUSINESS/GENERAL INFORMATION— COUNCILLORS Councillor Granger requested that the Director of Public Works consider the VIVA bus stop receptacles when reviewing the new receptacles for the downtown core. Councillor MacEachern asked whether the outstanding issues pertaining to clowns and the band have been resolved for the Canada Day Parade to which the Director of Leisure Services responded that they have been. Councillor Granger requested that the matter pertaining to a storage box for the Farmers' Market be reviewed and resolved. Mayor Morris advised that a mandatory staff meeting was held recently and she requested that the CAO provide a summary of comments made by staff on the feedback form which was distributed. The Mayor advised that staff requested more information on Council's vision and achievements and that she will be working on providing a bulletin every Wednesday following the meetings for staff to review. Further, the Mayor also advised that she will be working on providing information on Council's achievements In a condensed format.to be posted on the intranet and that Council's Priority List will be made available for staff to review as well. Mayor Morris advised that she is attempting to negotiate a lesser fee with the Queen's York Rangers for the Canada Day Parade. -9- GENERAL COMMITTEE - SEPTEMBER 25 2008 GC Minutes, June 17, 2008 - 10 General Committee Report No. 08-26 Tuesday, June 17, 2008 X CLOSED SESSION None XI ADJOURNMENT" General Committee recommends: THAT the meeting be adjourned at 11:25 p.m. CARRIED THE REPORT OF THE GENERAL COMMITTEE MEETING 08-26 WAS CONSIDERED AND APPROVED BY COUNCIL AT ITS MEETING HELD ON TUESDAY. JUNE 24, 2008, WITH THE EXCEPTION OF ITEM 13 WHICH WAS DISCUSSED AND APPROVED AS AMENDED. _ PHYLLIS M. MORRIS, MAYOR BOB PANIZZA, 'TOWN CLERK - 10- GENERAL COMMITTEE - SEPTEMBER 2, 2008SPGC Minutes, June 24, 2008 - 1 Aui�pxA TOWN OF AURORA SPECIAL GENERAL COMMITTEE MEETING AUDIT COMMITTEE MINUTES NO, 08-27 Council Chambers Aurora Town Hall Tuesday, June 24, 2008 COUNCIL MEMBERS Mayor Morris in the Chair; Councillors Buck, Collins- Mrakas, Gaertner, Gallo, Granger, MacEachern, McRoberts and Wilson. - MEMBERS ABSENT None OTHER ATTENDEES Chief Administrative Officer, Director of Corporate Services/Town Clerk, Director of Leisure Services, Director of Planning, Director of Public Works, Director of Financial ServicesfTreasurer and Council/Committee Secretary. Mayor Morris called the meeting to order at 7:02 p.m. I DECLARATIONS OF PECUNIARY INTEREST There were no declarations of pecuniary interest under the Municipal Conflict of Interest Act. - II APPROVAL OF AGENDA General Committee recommends: THAT the agenda as. circulated by the Corporate Services Department be approved as presented. CARRIED I11 DELEGATIONS (a) Mr. John Gutteridge, Director of Financial Services/Treasurer Re: 2007 Financial Statements The Director of Financial Services/Treasurer provided an overview of the results of the 2007 audit reports on the basis of the consolidated financial position and statements. (b) Mr. Alister Byrne, Grant Thornton, Auditors Re: 2007 Financial Statements - Mr. Alister Byrne, of Grant Thornton Auditors, provided a detailed summary of the process for conducting the 2007 financial statements audit and he reviewed several significant findings and provided a comparison with other similar municipalities to illustrate where the Town. of Aurora stands financially. - 11 - GENERAL COMMITTEE - SEPTEMBER 2, 20OBSPGC Minutes, June 24, 2008 - 2 Special General Committee Report No. 08-27 Tuesday, June 24, 2008 Mr. Byrne advised that the Town of Aurora has had a strong financial year in 2007, and he outlined various precautionary measures and suggested best practices which should be considered In order to maintain and uphold the Town's current and future financial success. General Committee recommends: THAT the comments of the delegates be received for information. CARRIED IV ITEMS REQUIRING SEPARATE DISCUSSION 1. FS08-026 --Year End Audited Financial Statements General Committee recommends: THAT the 2007 Audit Report and Financial Statements for the year 2007 be received and be published inaccordancewith Section 295 of the Ontario Municipal Act. CARRIED 2. AC08-001 — Internal Audit Report Building Administration General Committee recommends: THAT the Building Administration Audit Report be received; and. THAT appropriate action be taken to resolve all the issues Identified and outstanding. CARRIED V ADJOURNMENT General Committee recommends: THAT this meeting be adjourned at 7:59 p.m. CARRIED THE REPORT OF THE SPECIAL GENERAL COMMITTEE MEETING 08-27 WAS CONSIDERED AND APPROVED BY COUNCIL AT ITS MEETING HELD ON TUESDAY, JULY 15, 2008. PHYLLIS M. MORRIS, MAYOR BOB PANIZZA, TOWN CLERK GENERAL COMMITTEE - SEPTEMBER 2, 2008SPGC Minutes, July 14, 2008 - 1 r- .AuRoRA TOWN OF AURORA SPECIAL GENERAL COMMITTEE MEETING MINUTES NO, 08-28 Council Chambers Aurora Town Hall Monday, July 14, 2008 ATTENDANCE COMMITTEE MEMBERS Mayor Morris in the Chair; Councillors Buck (until 10:26 p.m.), Collins-Mrakas, Gaertner, Gallo, Granger, MacEachern, McRoberts and Wilson MEMBERS ABSENT None OTHER ATTENDEES Chief Administrative Officer, Director of Corporate Services/Town Clerk, Director of Planning & Development, Manager of Policy Planning and Manager of Administration/Deputy Clerk Mayor Morris called the meeting to order at 7:00 p.m. I DECLARATIONS OF PECUNIARY INTEREST There were no declarations of pecuniary interest under the Municipal Conflict of Interest Act. 11 APPROVAL OF AGENDA General Committee recommends: THAT the agenda as circulated by Corporate Services, with the following additional item be approved: ➢ Closed Session -- consideration of a legal opinion, regarding payment of bulkhead repairs at the Stronach Aurora Recreation Complex, be added to the closed session agenda and that the closed session commence at 7:00 p.m. - CARRIED General Committee recommends: THAT General Committee convene in a Closed Session to consider the legal opinion regarding payment of bulkhead repairs at the Stronach Aurora Recreation Complex CARRIED General Committee recessed into a closed session at 7:03 p.m. GENERAL COMMITTEE - SEPTEMBER 27 2008SPGC Minutes, July 14, 2008 - 2 General Committee Report No..08-28 Monday, July 14, 2008 General Committee recommends: THAT General Committee reconvene in public session. CARRIED General Committee reconvened in public session at 9:24 p.m. 1. PL08.061 — Downtown Secondary Plan General Committee recommends: THAT Section 2.1 of the Draft Terms of Reference be amended to include the York Region Transit (YRT) transit impact study. CARRIED General Committee recommends: THAT Section 1 of the Draft Terms of Reference be amended to include the review of current and future YRT land impacts within the study area. CARRIED General Committee recommends: THAT Section 2.2 of the Draft Terms of Reference be amended to include the review of any Regional and Provincial policies regarding growth related reports including intensification policies. CARRIED General Committee recommends: THAT report PL08-061 — Downtown Secondary Plan be received and referred to the Economic Development Advisory Committee for review and to report back to Council in September, and THAT the report address, but not be limited to, the following areas of concern: ➢ As an outline, the study area include Wellington Street westerly to the Bacon Basketware building and easterly to the CNR railway tracks and Yonge Street from St. Andrews Plaza southerly to Henderson Drive ➢ Ensure that the stakeholders' consultation will provide sufficient opportunity for all to provide input ➢ Consideration of the composition of the proposed ad Hoc committee ➢ Consider likelihood that the policies during this process may be different for certain aspects of the Yonge Street stretch and Wellington Street stretch ➢ Incorporation of items on the Council pending list for the downtown revitalization CARRIED GENERAL COMMITTEE - SEPTEMBER 2, 2008SPGC Minutes, July 14, 2008 - 3 General Committee Report No. 08-28 Monday, July 14, 2008 Councillor Buck left at 10:26 p.m. 2. Council Priority List General Committee recommends: THAT the Council priority list be received and any items that do not have a Council resolution be removed from the list. CARRIED General Committee recommends: THAT the meeting be extended to 11:00 p.m. CARRIED General Committee recommends: THAT staff review the priorities that reflect the resolutions of Council. CARRIED IV ADJOURNMENT General Committee recommends: THAT the meeting be adjourned at 10:58 p.m. CARRIED THE REPORT OF THE SPECIAL GENERAL COMMITTEE MEETING 08-28 WAS CONSIDERED AND APPROVED BY COUNCIL AT ITS MEETING HELD ON TUESDAY, AUGUST 12, 2008. PHYLLIS M. MORRIS, MAYOR 80B PANIZZA, TOWN CLERK -15- GENERAL COMMITTEE - SEPTEMBER 2, 2008 Delegation a) - 1 August 28, 2008 Town of Aurora, 1 Municipal Drive, Aurora, On L4G 6J1 Attention: Bob Panizza Director of Corporate Services RE: Aurora Gateway Centre File # D11-03-07 Delegation at Council Meeting Sep. 2, 2008 Dear Mr. Panizza, Please accept this as a formal request to appear before.Council at the meeting of Sep. 2, 2008, On our behalf, the following individuals would like to address council. • Michael Rice, Rice Commercial Group Mr. Rice would like to address members of Council and answer any questions regarding our revised site plan for Aurora Gateway Centre. Please confirm acceptance of this request by return email. Trusting all is in order, Sincerely, John McGovern Vice President, Development 15 Gormley Industrial Avenue, Box 21.5, Gormley, Ontario LOH 1G0 Phone (905) 888-1277 Fax (905) 888- 1440 - 16- GENERAL COMMITTEE - SEPTEMBER 2, 2008 JITEM# 1-1 TOWN OF AURORA , AURORA GENERAL COMMITTEE No. LSAC08-07 SUBJECT: Leisure Services Advisory Committee - Recommendation Summary from August 21, 2008 FROM: Leisure Services Advisory Committee DATE: September 2, 2006 RECOMMENDATIONS ADOPTION OF MINUTES Leisure Services Advisory Committee Minutes No. 08-06 Thursday, June 17, 2008 THAT the Leisure Services Advisory Committee Minutes No. 08-06 held on Thursday, June 17, 2008 be adopted. . 1. Parks and Recreation Master Plan THAT the presentation from Monteith Brown Planning Consultants, regarding the Parks and Recreation Master Plan, be received for information. 2. Town of Aurora Pricing Policy & Fee Schedule for Recreation Services THAT the presentation from the IBI Group consultants, regarding the Town of Aurora Pricing Policy & Fee Schedule for Recreation Services, be received for information. ATTACHMENTS Attachment 41 — Leisure Services Advisory Committee Minutes of August 21, 2008 Prepared b y: Cindy Janzen, Manager of Legislative Services /Deputy Clerk Ext. 4217 Cindy Janzen Manager of Legislative Services /Deputy Clerk On behalf of the Leisure Services Advisory Committee GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM - 78 GENERAL COMMITTEE - SEPTEMBER 2, 2008 JITEM. # Au RoxA COMMITTEE MINUTES MEETING NO. 08-07 Committee: Leisure Services Advisory Committee Date: Thursday, August 21, 2008 Time and Location: 7:00 p.m., Leksand Room Committee Members: Councillor MacEachern, Chair, Councillor Granger Vice - Chair; John Clement, Michael Levesque, Councillor McRoberts, Judy Norwell and Carol Walthers Members Absent: Margaret Kingerski and Kenneth Whitehurst Other Attendees: Al Downey, Director of Leisure Services and .Carrie Eastwood, Committee Secretary The Chair called the meeting to order at 7:00 p.m. DECLARATIONS OF INTEREST There were no declarations of interest under the Municipal Conflict of Interest Act. APPROVAL OF AGENDA Moved by Councillor McRoberts Seconded by John Clement THAT the content of the agenda as circulated by the Corporate Services Department be approved. CARRIED GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # Leisure Services Advisory Committee Record No. 08-07 Thursday, August 21, 200..8 ADOPTION OF MINUTES Leisure Services Advisory Committee Minutes No. 08-06 Thursday, June 17,2008 Moved by Judy Norwell Seconded by Michael Levesque THAT the Leisure Services Advisory Committee Minutes No. 0.8.06 held on Thursday, June 17, 2008 be adopted. CARRIED DELEGATIONS See Matters for Consideration. MATTERS FOR CONSIDERATION 1. Parks and Recreation.Master.Plan Mr. Todd Brown, President/Principal Planner for Monteith Brown Planning Consultants, addressed the Leisure Services Advisory Committee to provide an overview of the research and consultative process used to compile the data and content for the Town of Aurora's Parks and Recreation Master Plan. Mr. Brown outlined the timelines and methods that his firm used to gather concise and up to date statistics, information, inventories and a clear understanding of the needs and challenges of the user groups, stakeholders and community at large with respect to indoor and outdoor facilities and parks. Mr. Brown requested that the Leisure Services Advisory Committee members. review the draft Parks and Recreation Master Plan and advise if there are any activity or facility needs which are not receiving due consideration within the plan. Mr. Brown concluded by advising that the next area of research will be a detailed assessment of leisure needs in Aurora and a review, rationalization and prioritization of the municipal service delivery system. Moved by Michael Levesque Seconded by John Clement THAT the presentation from Monteith Brown Planning Consultants, regarding the Parks and Recreation Master Plan, be received for information. CARRIED -20- GENERAL COMMITTEE - SEPTEMBER 2, Zoos JITEM# 1-5 Leisure Services Advisory Committee Record No. 08-07 Thursday, August 21, 2008 2. Town of Aurora -Pricing Policy & Fee Schedule for Recreation Services Ms Amy Shepherd, IBI Group Associate, provided a detailed review of the purpose of the .user fee study and study approach, outlining the results of the stakeholder consultation process which involved a focus group session, user group questionnaire, as well as a community open house and questionnaire. Ms Shepherd outlined the recommended guiding principles, activity cost analysis and key findings of the benchmarking analysis. Ms Shepherd concluded by advising that the next phase of research will focus on the ,categorization of activities/services, recommendations for future cost recovery and will then lead into the presentation of a draft User Fee Policy. Moved by John Clement Seconded by Michael Levesque THAT the presentation from the IBI Group consultants, regarding the Town of Aurora Pricing Policy & Fee Schedule for Recreation Services, be received for information. CARRIED ADJOURNMENT Moved by Carol Walthers THAT the meeting be adjourned at 9:45 p.m. , CARRIED ;C or Evelina MacEachern, Chair -27- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # ~ s -22- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 2 -' 4. EXTRACT FROM COUNCIL MEETING NO. 08-22 . HELD ON TUESDAY, AUGUST 12, 2008 ADM08-010 — Request for Proposal for a Review of the Corporate Organizational Structure of the Town of Aurora Moved by Councillor Gaertner Seconded by Councillor MacEachem THAT report ADMOS-010 - Request for Proposal for a Review of the Corporate Organizational Structure of the Town of Aurora be referred to the September 2, 2008 General Committee meeting. CARRIED UNANIMOUSLY -23- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # TOWN OF AURORA AURORA COUNCIL REPORT No.ADM08-010 SUBJECT: Request for Proposal for a Review of the Corporate Organizational Structure of the Town of Aurora FROM: John S. Rogers, Chief Administrative Officer DATE: August 12, 2008 RECOMMENDATIONS THAT the firm BMA Management Consulting inc. be awarded the contract for the Review of the Corporate Organizational Structure of the Town of Aurora for a contract price of $68,850 plus disbursements. BACKGROUND At the May 13, 2008 meeting of Council the Following resolution from the General Committee of May 6, 2008 was adopted: THAT the Proposal for Organizational Review, attached to reportADM08-007, be issued as pan` of the Request for Proposals for consultants for the Corporate Organizational Structure review of the Town of Aurora, with the following amendments: Section 3.2 - Organizational Structure The role and responsibilities of the Chief Administrative Officer (CAO). in respect to the legislative requirements placed on this position, and the expectations of this (remove) Council. Section 4.2 - Council Liaison Committee - 4 Members of Council An Ad Hoc Committee of Council.consisting of four members of Council will provide the opportunity for the. Consultant to liafso with Council during the entire length of the project on an as needed basis. Section 5.1- Consultant Study Team The consultant will report to the GAO and Council. Section 5.2- Deliverables The consultants may be required to make two electronic presentations to Council as required by the CAO. Electronic copies of all reports are to be provided to the Town of Aurora and will be the property of the Town of Aurora Council. -24- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # s - r TOWN OF AURORA AURORA GENERAL COMMITTEE REPORT No.FS08-023 SUBJECT: Property Tax Grant for Low -Income Seniors FROM: L. John Gutteridge, Director of Finance/Treasurer DATE: September 2, 2008 RECOMMENDATIONS THAT due to the introduction by the Province of Ontario of a new homeowners grant for Seniors, a Low-income Seniors Property Tax Assistance Programme not be approved for implementation in the 2008 taxation year; BACKGROUND The General Committee recommended at its meeting held on Monday, February 27, 2008: • THAT report FS08-011 Property Tax Assistance for Low -Income Seniors and Low-. Income Persons with Disabilities be received and THAT Council adopt a Low -Income Senior's Property Tax Assistance Program under Section 107 of the Municipal Act similar to that set out in Appendix 'A" of Report FS08- 011 for implementation in the 2008 taxation year. CARRIED This recommendation was subsequently approved by Council at its meeting on Tuesday, March . 25, 2008, Council at its meeting on Tuesday, April 22, 2008 approved the 2008 Operating Budget that included an amount of $25,000 to fund a Low -Income Senior's Property Tax Program. COMMENTS Province Announces Property Tax Grants for Seniors The Province, in its March 25, 2008 budget, acted on its campaign promise to create a new homeowners grant for seniors who have difficulty paying their taxes by providing a new property tax grant to seniors with low and moderate incomes who own their own homes. This new grant would be available in early2009 to help seniors pay their 2009 municipal and education property taxes. Grants would be provided in each year thereafter. Also included in the budget was a proposal increase the senior couples' income threshold in 2008. -25- GENERAL COMMITTEE SEPTEMBER 2y 2008 ITEM # September 2, 2008 _ - 2 - Report No. FS08-023 The new Provincial program provides that starting in 2009; senior homeowners would be ableto obtain anew grant of up to $250. The maximum grant would. be increased to $500 for 2010 and subsequent years. Senior homeowners would apply for the grant when filing their 2008 and subsequent income tax returns. Eligible single seniors with $500 or more in property taxes and income of up to $35,000 a year would receive the maximum grant. Eligible single seniors with income between $35,000 and $50,000 would receive a proportionately smaller grant. Eligible senior couples with $500 or more in property taxes and income. up to $45,000 a year would receive the maximum grant. Eligible senior couples with income between $45,000 and $60,600 would receive a proportionately smaller grant. Although the budget announcement did not specify the definition of "Seniors", Region of York. staff was able to confer with Ministry of Finance officials to obtain clarification. Region of York staff were advised that seniors, as they are referred to in the 2008 Budget proposal, were meant to be persons age 65 or older. This explanation is consistent with reference to other provincial tax relief initiatives for seniors such as the Ontario Property and Sales Tax Credit program. The following tables provided in the 2008 Ontario Budget show the combined effect of the new grant and existing property tax credit. This is in addition to the deferral program available forthe Region of York. Table 1 Single Senior Paying $2,000 in Property Taxes 2009 2010 and Subsequent Years Income New Seniors' Property Tax Grant Existing Property Tax Credit l Total Tax Relief New Seniors' Property Tax Grant Existing Property Tax Credit 1 Existing Property Tax Credit 1 $20,000 250 825 1075 500 825 1325 $25,000 250 718 968 500 718 1218 $30,000. 250 540 790 500 540 1040 $35,000 250 361 611 500 361 861 $40,000 167 183 350 334 183 517 $45,000 84 4 88 167 J 4 171 $50,000 0 0 0 0 0 0 Source: 2008 Ontario Budget (1) Calculated as a share of property and sales tax credits proportionate to eligible property tax. -26- GENERAL COMMITTEE - SEPTEMBER 2, 2008 September 2, 2008 - 3 - Report No. FS08-023 Table 2 Senior Couples Paving $U00 in Property Taxes 2009 2010 and Subsequent Years Income New Seniors' Property Tax Grant Existing Property Tax Credit 1 Total Tax Relief Now Seniors' Property Tax Grant Existing Property Tax Credit (1) Existing Property Tax Credit 1 $25,000 250 803 1,053 500 803. 1,303 $30,000 250 642 892 500 642 1,142 $35,000 250 481 731 500 481 981 $40,000 250 320 570 5 00 320 820 $45,000 250 159 409 500 '159 659 $50,000 167 0 167 334 0 334 $55,000 84 0 84 167 0 167 $60,000 0 0 0 0 0 0 Source: 2008 Ontario Budget il) Calculated as a share of property and sales tax credits proportionate to eligible property tax, using an estimate of the proposed increase to the 2008 senior couples' income threshold. Region of York staff contacted the Ministry of Finance to verify the methodology that will be used in administering the new low-income seniors' property grant. Ministry staff was able to confirm only that applications for these grants by the eligible low-income seniors will be automatic, by virtue of these seniors filing annual income tax returns starting in 2009. This would remove the burden from the seniors of having to apply for this benefit annually. Proposed Enhancements to the Ontario Property and Sales Tax Credits In addition to the new property tax grant program, the Province proposes to increase the amount of senior couples' income threshold with the new threshold amount to be determined when the federal government finalizes Old Age Security (OAS) and Guaranteed Income Supplement (GIs) amounts. The Ontario Property Tax Credit for seniors was increased in 2004 from a maximum of $500 to $625. For 2007 the income reduction threshold was subsequently increased to $23,820 per senior couple and the property tax credit is fully clawed back at $39,445. Province Is Well Equipped To Deliver Grant Programs The proposed new grant for seniors is an income redistribution program and as such properly resides with the Province. Appropriately, the administration of this proposed grant for low- income seniors will be done through the income tax system, an effective mechanism for a broad based program. - 27 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # September 2, 2008 - 4 - Report No. FS08-023 Municipal Act, Section 319 Property Tax Deferral York Region has a long standing policy of providing property tax relief for qualified seniors, a policy similar to that of the other GTA regional municipalities but one that has been enhanced a number of times since 1998. Most recently, at its February 21, 2008 meeting, Regional Council voted to reduce the threshold for property tax increases for low-income seniors aged 55-64 from $300 to $100. Key provisions of the York Region property tax relief policy for homeowners are as follows: All property tax increases in a year may be deferred for seniors 65 years of age and older and low-income disabled persons; • Low-income seniors aged 55-64 may defer increases greater than $100; • The deferral applies to the local, regional and provincial education components of the property tax bill; • All deferrals are free of interest until the property is sold or ownership changes; + The low-income threshold is $23,000 for individuals and $40,000 for a household of two persons or more, Currently, we have 10 individuals utilizing the property tax deferral program for an annual deferral of approximately $2602. Municipal Act Section 107 Grants Vaughan, Richmond Hill and Newmarket have grant programs for low-income seniors butdo not include other low-income individuals or low-income disabled persons. Staff are aware of four GTA lower -tier municipalities outside of York Region that offer a grant or loan programs for low- income seniors. These municipalities grant assistance to low-income seniors as authorized by Section 107 of the Municipal Act, 2001, which allows a municipality to provide grants. In most municipalities eligibility criteria for this grant includes a clause that such owners or the spouse of such owners or both are receiving a monthly Guaranteed Income Supplement (GIS) under the Income Security Program of the Government of Canada. The City of Vaughan verifies with Human Resources Development Canada that GIS is paid. All applicants must apply annually for the grant. Table 1 following provides a summary of the local municipal grant programs in York Region. -28- GENERAL COMMITTEE - SEPTEMBER 2, 2008 �ITEM # 3-5 September 2, 2008 - 5 - Report No. FS08-023 TABLE 1 LOCAL MUNICIPAL GRANT PROGRAMS FOR SENIORS Municipality Program Date of Number of Amount of Total Cost Name Program Participants Grant to Provided Municipality Town of Seniors 2005 49 $213 $10,437 Newmarket Tax Rebate Grant Town of Seniors 1994 330 $265 $87,450 Richmond Hill Grant City of Seniors 1970 1139 $270 $275,000 Vaughan Grant OPTIONS 1. As per the recommendation contained in this report. 2. That Council adopt the Low -Income Senior's Property Tax Assistance Program for implementation in 2009. 3. Council adopt a Low-income Senior's Property Tax Assistance Program in the amount of $150.00 under Section 107 of the Municipal Act, FINANCIAL IMPLICATIONS There are no financial implications associated with the recommendation contained in this report; however, should Council wish to implement a Low -Income Senior's Grant Program, we estimate that we could expect up to 150 seniors to apply and qualify for the program. This number is an estimate based upon the number of participants in the other municipalities. If the grant for the 2008 taxation years was set at $150.00 per qualified property; staff estimates the 2008 Cost to the Taxpayers would be: 150RESIDENTS X $150.00 = $22,500,00 In addition to the cost of the grants, there will be administrative costs. We will have to receive the applications, then do the verification of eligibility and finally process the credit. The number of applications will determine if the Financial Services Department have the resources to accommodate the requests. In addition there would be some promotional costs. -29- GENERAL COMMITTEE - SEPTEMBER 25 2008 STEM # September 2 2008 - 6 - Report No. FS08-023 CONCLUSIONS The Province acted on its promise by extending to seniors with low or moderate incomes a property tax grant that could earn eligible seniors a maximum of $250 in 2009 and $500 in 2010 a beyond. The provincial budget also proposed, starting in 2008, an increase in the threshold amounts for senior couples when the federal government finalizes OAS and GIS. These two initiatives demonstrate the Province's commitment to assisting low and moderate income senior homeowners having difficulty paying their property taxes. We believe that Council's Intentwhen considering a grant program was to recognize a need for senior tax relief that wasn't being met by other levels of government. Subsequent to Council recognizing this need the Provincial Government introduced an enhanced program that increases the assistance to Seniors. This relieves the burden from the local tax base and in our opinion puts the responsibility at the level best suited to deal with this. From the Senior's perspective it is also easier as the do not have to make a specific application for this grant from the municipality. With the provision of this new grant from the Province of Ontario, no further action is recommended. LINK TO STRATEGIC PLAN Goal D: Ensure transparent, accountable and open governance in concert with informed and involved citizens Objective D1: Continue the commitment of fiscal responsibility and accountability Objective D2: Enhance customer service ATTACHMENTS None PRE -SUBMISSION REVIEW Management Team Review — Wednesday, August 20, 2008. Prepared JayVPaul Dillman, Deputy Treasurer/Tax Collector- Ext. 4112 Director of -30- GENERAL COMMITTEE - SEPTEMBER 2, 2008 �JTEM# 4-' TOWN OF AURORA AURORA GENERAL COMMITTEE REPORT No.FS08-034 SUBJECT: 2009 Budget Timetable FROM: L. John Gutteridge, Director of Finance / Treasurer DATE_ September 2, 2008 RECOMMENDATIONS THAT the 2009 budget timetable be accepted; and THAT Council request Senior Management Team to bring in a budget at_ BACKGROUND The last two years the budget timetable was established with the intent to be completed by the end of December, in both cases the budget was not finalized until April. It would still be the Senior Management Teams objective to complete the budget by the end of December for all of the reasons detailed in previous reports on this subject. One of the major arguments, for wanting to complete the budget before the end of December is that it condenses the work involved to do the budget and it allows departments to starttheir work plans at the beginning of the years as opposed to early May. From a Financial Services perspective it separates the two major workloads of budget and year end. .However as we know Council has to feel comfortable that the process has had, the appropriate review to determine that the tax rate being recommended is acceptable. COMMENTS With this report we are suggesting a budget schedule that concludes at the end of February with final budget presentation for March 3, 2009. In order to complete this timeline the most important piece is providing Council with the information to make appropriate decisions. The purpose of this report is not only to determine the budget timetable but to discuss the process and determine the right information for a Council decision. Your Senior Management Team have reviewed the 2008 process and the following issues need to be discussed and in some cases a determination made to improve the process. -37- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 4 - 2 September 2, 2008 - 2 - Report No. FS08-034 BUSINESS PLANS Details should be brief and refer to new initiatives and not just business as usual. New initiatives should be set-up in chart form with set goals and action steps. • Business plans should be done by Department not by business unit. • CAO should complete his business plan and discuss with Senior Management Team to tie in departmental plans with CAO vision where possible • Goals and action steps should be specific and kept to a minimum, should be beyond normal expectations • Need to establish clear goals and targets to meet activities of the Department, need tangible goals that you can see the difference once it has been completed. • Need to use KPI's to show effectiveness to the Ratepayers + Management like the idea for 3 year forecast but would like to get feedback from Council as to the value. CAPITAL BUDGET First order of business is to determine effectiveness of project scoring and to obtain feedback from Council on suggested changes to scoring or criteria for scoring (Current criteria is attached hereto as Attachment #1) • ManagementTeam suggest that in addition to Corporate scoring that the report gets presented with Departmental Rankings as well. • Details on impact on Operating to be elaborated on • Projects to include detailed breakdown of components . • Revise budgets in system to determine if still a need to keep them on the list and to make sure that the timing and value is correct. OPERATING BUDGET + The RAC Budgeting System is being updated in September which will provide us the ability to create better reports, therefore we need to know what Council would like for information to assist in making their decisions • Incorporate in this years process a form with details on new employees by department • Require feedback on the Columns used for the current budget year, current suggestions are • 2009 Adjusted Base • 2008 Non -Recurring • 2009 Mandatory • 2009 Growth • 2009 Enhancements • 2009 Capital Impact • 2009 Non Recurring • 2009 Final Budget o A copy of the budget Document is attached hereto as Attachment #2 o A copy of the descriptions for each category is attached hereto as Attachment #3 -32- GENERAL COMMITTEE - SEPTEMBER 2, 2008 �JTEM# 4-3 September 2, 2008 - 3 - Report No. FS08-034 • Does Council wish to. provide Senior Management Team with a budget target? • Attachment #7 is the 2009 Budget increase projection from the 2008 Budget Process which shows a projected increase of 7.6%. • Last year we presented department budgets in two formats that showed Detailed and Summary, was this effective or is there another method of presentation that Council wishes. Senior Management Team would recommend as per2007 budget just the summary method be printed in the budget book with detail being provided to those who request it, or it can be brought up on screen when the budget is being presented. Copies of last years presentation are Attachment #4 and Attachment#5 GENERALBUDGET PRESENTATION ISSUES Establish a Schedule for the various Department budgets to be presented to Council and once time allotted is used up if there is further information required a future date be scheduled. • Mow would Council like to see Departmental budgets presented, i.e. in a common format or at the discretion of the Department • Does Council wish to have a budget open house during the process to provide ratepayers, user group or interested parties the ability to provide their input into the Current years budget. o Should this beat the beginning, the middle or the end of the process? o Where should it be held? In lieu of the fact we are upgrading our RAC Budgeting system and we will need time to get Lip to speed on this upgraded Software we are suggesting a budget timeline that would see the Business Plans adopted in Principal before the end of the year and the Budget Process be condensed into January and February with the information on the budgets provided to Council in Mid. December. A copy of a proposed Schedule is attached as Attachment #6. OPTIONS 1. As per the recommendation of this report 2. That the budget timeline be revised to provide a conclusion to the budget prior to December 31. 2008. 3. That the budget timeline be revised to provide a conclusion to the budget prior to April 1, 2009. FINANCIAL IMPLICATIONS From a budget process there should be no financial implications if we meet this budget time table, however if it extends beyond the recommended timeline there will be a cost and management will have to bring budget items forward for pre budget approval. -33- GENERAL COMMITTEE - SEPTEMBER 2, 2008 JITEM# 4 - 4 September 2, 2008 - 4 - Report No. FS08-034 From anapplication perspective there will be a number of driving factors thatwill affectthe 2009 and beyond budgets. A major change from our forecast of 7.6% in 2009 is inflation, when we were doing the 2008 budget inflation appeared to be in check and we built in a modest increase in certain cost centres. However, there appears to be a change in thinking about what will happen with inflation in the next year, CIBC World Markets are projecting "The Return of Six Percent Inflation". This projected increase is based upon the increase in the price of Oil, as we have seen the price at the pumps has increased from $.85 to $1.30. This increase in oil results in increases in all commodities and will increase our budgets in a dramatic way. As a result we will be changing our projected budget line items from our original inflation factor of 5% to the rates shown for the following goods: 2009 2010 2011. Gas and Oil 20% 8% 8% Heating Costs 20% 8% 8% Utilities 20% 8% 8% Other Commodities 4% 4% 4% Even with these numbers we may very well be still under estimating. We will reforecast our budget summary sheet to reflect these changes. Attachment #8 are excerpts from Mr. Jeff Rubin, StrategEcon, of July 30, 2008 CONCLUSIONS The budget process is Council's process and can only be effective if it is effective for Council. We need to have discussion about the information you need to make your decisions. As part of the budget time table we have incorporated a special meeting to discuss Council's Capital priorities and to review the scoring process. LINK TO STRATEGIC PLAN Goal D: Ensure transparent, accountable and open governance in concert with informed and involved citizens Objective D1: Continue the commitment of fiscal responsibility and accountability Objective D2: Enhance customer service Objective D3: Be accountable and transparent to residents by ensuring open and accessible information flow and accessible decision -making -34- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # September 2, 2008 - 5 - Report No. FS08-034 Objective D4: Create a respectful environment that fosters team work and open dialogue, consistent with a Character Community. These Objectives acknowledge the responsibilities required by governance that contribute to informed and involved citizens. ATTACHMENTS Attachment #1 -- . Priority Setting Matrix for 2008 Capital Budget. Attachment #2 -- Sample of Operating Budget Presentation Attachment #3 -- Operating Preparation Guidelines Attachment #4 -- Copy of 2008 Operating Budget Presentation Attachment #5 -- Page 2 of 2008 Operating Budget Presentation Attachment #6 -- 2000 Council Budget Timetable Attachment#7 -- Excerpts from Jeff Rubin, CIBC World Markets, StrategEcon PRE -SUBMISSION REVIEW Management Team Review — Wednesday, August 20, 2008 Prepared by: L. John Gutteridge, Director of Finance/Treasurer-Ext. #4111 L. John Gutteridge (l Director of Finance/Treasurer -35- GENERAL COMMITTEE-.SEP.TEMBER-4_2008 _.-_.- niTACHwNT#i . Priority Setting Matrix for 2008 Capital Budget Categories Potential Scores Maximum Score LegaI:04[igation - Must be done this year-25 points 25 Is the project necessary to support legal - Must be done next year- 15 points - obligations? (Regulations/Legislation/Council - Must be done in the next three to five Policy) years -5points - Must be done in more than flue years - 0 points Health and Safety - - Immediate action required to protect 20 Is the project necessary from a mandated Health and Safety - 20 points - - Health and Safety perspective? - Preventative action required to Improve Health and. Safety- 10 points - - Not necessary to protect Health"and - Safety-0 points Support Approved Town Programs/ - Supports approved pten(s) and 16 Direction identified for action In this year-15 Does,the project support approved Town points programs/directions, such as: - Supports approved plan(s) and - Strategic Plan _ identified for action next year- 10 - - Official Plan points - Master Servicing Plans - Supports approved plan(s) and - Capital Asset Management Plan. -" identified for action In the next three to - Economic Development Study' ,' five years -5points - Culture and Recreation Master Plan - Does not support any approved plans - . 0 points Growth Related - - Growth related project- 10 points 10 Is the project growth related? Partlally,growth related project - 5 points _ Not a growth related project-0 points 'External Funding - 70% ormore of funding from external 8 Will the projecll. receive external funding? sources - 8 paints: "- Government grant - - - 50% to 09% of funding from external' - Development Charge Reserve funding- sources 6 points ' - ObligatoryReserve funding - . - - Up to 60% of funding from external , sources-4 points - - -No funding to come from external , sources --0polnts' - impact of deferral - High Impact of deferral -11 ,points .- - 11 Impact of deferral - . Medium impact of deferral - 8 points l - Low Impact of deferral - 5 points . No impact of deferral - 0 points - Impact on Operations - - Decrease in ongoing operational costs, 6 - Impact on operating budgets net of revenues - 6 points - - No impact on ongoing operational - - casts, net of revenues - 3 points Increase in ongoing operational costs, net of revenues - 0 points Related -to Service Levels Required to improve service levels - 5 5 Is the project related to service levels? points - Required to maintain service levels-3 ' points Not related to service levels -0 points - -36- GENERAL. COMMITTEE -. SEPTEMSER..2,_.2D08--_-_-____._...__ �JT-EM# 4-7 ' m.�py oo-o ulo 000 G;booObOoo bO � - p O . cq R Ci �rc W z4 L, CM � c ' N �g ' 6 �. N Q 12 rc' ❑ LG yy(( 10 o ttqq pp m W v �' w '� n` L o LL74J J 2 U4'f-S ;,' +Wa IL V85_ Operating Budget Workshect Financial Services will do the salary and benefit calculations for the budget sheets and . will provide you with 2 copies of the calculation, one copy will be.signed by you and returned to the Financial Services Department and the second copy will be for your record: All new staff will be budgeted for the full year as in the 2009 budget. Presentation:. Budget layout is the same as in 2008 with this budget we are developing a business strategy for the remainder of the term of Council and We will be looking at the years 2010 through 2011 as closely as the 2009year; As a reminder the columns are as follows:. Adjusted Base: Cost required to maintain the level of service offered in the prior year (includes inflationaryincreases for those items such as utilities, and inflationary increases for contracted services) 2008 Non -Recurring: This column is used to back our any amounts that were in the 2008 Non -Recurring Column, or items that were required in 2008 but will not be required in future years. 1ldandatorvlLeeislative: Uncontrollable costs imposed/committed by Council, the Province or others Growth: Costs required to maintain service at prior year, levels directly related to the Growth Area's for the Town's increased population .Enhancements IWVJI GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM I This Column is used to identify costs to the budget for new or enhanced levels of service over and above the service that was'proyided for in the previous budget year. An example would be where we wash to windows at Town hall twice instead of the one time . we did it'm the previous budget year. The cost to increase the window washing for the . second time would appear in this column. Note: - any reductions in service levels should be recorded.here and Reflected as a negative value. Capital Impact In this column you identify: the impact the completion of a capital project would have, either positively or negatively on that years operating budget. For example construction of a new building will result in maintenance costs, these maintenance costs will appearin i this column. Non recurring Costs that are one time and will not occur in the following budget year. i -39- GENERAL COMMITTEE - Sgf, r ' o C C 00 000,000 O a 0 0 d aq q 0 0 F=a{ ' O 4 O0 O O O D �iD. D' 4] O O Pa !3 0 -d O -p�,. ;,, •, m U co 060 O O O 0600000006 I O O%o 0 0 o00 .♦y _ tri w �-' d o c c oP o, oo.oq "i, oodat]oo'o ct � my oci oppogo �; oopo pp �000a o,%o `' C m CL A _ T N a Aq � O N (n N ` e �',, - d C •y � to 'C[' tz 12 -85^. -40- GENERAL COMMITTEE. -_.SEPTEMBER 2, 2008 JITEM# " SPECdAL OENERAL..COMMITTEE — NOVEMBER;10, 2007 . .. p �G wOONOO,O OBI,' O.O op.0 OOO.O OO C'! c- r ' � o•� WO'o �OOD 00 � OOOO O:O "'Q OSJ'00 O 000 O O bto to 00 O O O i ..W j„•'d OO�NO O.O'Q ry1p,H:'OO$.o;o_b'OQ OO QN U� M o, tp N �,^{OryOOO 00p-M,OO Gi 0p0 W CN O _ y �p VVN. tp CD ow ^o��ootio ooco bo,000.o am, O u� U O O . w Q„ � h'Ow r'O. uimo.o oo Stti� o 000 o bo qo,0 N SOO .. 0$ o b o ro o _. � ois �i gg 6 N O � R CL �1 go aR S v C to m M gy N U ,01 to N C !a N E N C tryry �• N _: � W C C, v y � 0'.IG E ' ❑ Cl) w�- Cl)m � CIS YY LL E' v� 6. � � N N O 'Ell AU LL r �lxVrt N C �i �- C ,{%i�' 0' .J IL � .•�� � � I"Rj J CI U .•11J'. �:. no GENERAL COMMITTEE - SEPTEMBER 2, 2008 ATTACHMENT#6 2009 Budget Timetable # 4-12 Process Dale Processes Budget Timetable September 9, 2008 Budget Time Table Approved by Council Approval Monday, Oct.20108 Special GC Meeting - BusinessPlans . Monday, Oct. 27108 Special GC Meeting - Business Plans Wednesday, Dec. 17J08 Budget Book to Council Special GC Meeting - To discuss Council Monday, Sept. 20100 Capital Prorities and to review and discuss scoring process Wednesday, Dec. 17108 Budget Book to Council Monday , Jan. 5109 Special GC Meeting -Capital Monday, Jan. 12/09 Special GC Meeting - Capital Monday, Jan. 19/09 Special GC Meeting - Capital Wednesday, Dec..17103 Budget Book to Council ' Monday, Jan. 26109 Special GC Meeting - Operating Budget Meetings Monday, Feb. 2109 Special GC Meeting - Operating Monday, Feb. 9/09 Special GC Meeting - Operating Monday, Feb. 16/09 Special GC Meeting - Finalize Budget Monday, Feb. 23109 Special GC Meeting -finalize, Budget Approve Budget Tuesday, March 3, 2009 Council Meeting Approve Water Budget March 2009 Water Budget Council S.Vinandal servimsT05 Budgets &Estimates12009 Budget\0pera0ng\2008 SMT Budget Time Table -42- . GENERAL COMMITTEE - SEPTEMBER 2, 2008 JITEM# 4 - 43 GBC WORLD MARKETS INC. Electricity Prices To Surge Benjamin Tal and Krishen Rangasamy While natural gas prices have dipped in recent weeks, the longer -term outlook for the commodity remains bullish. Natural oas prices are up 50% in the past year and should continue to rise alongside oil prices. This will cause electricity bills to surge in North American centers that use natural gas to run their generating, stations. Natural Gas Prices Will Rise The relationship between oil prices and natural gas prices is complex, being a substitute and complement in consumption and a rival in production, but as illustrated in Chart 1, oil prices clearly drive natural gas prices. Even with domestic production staging a modest rebound, the latest surge in WT.] prices led to a 50% rise in benchmark Henry Hub natural.gas prices from $6/mn Btu in late 2007 to the current $9, ,And ,it's: far from over. As oil moves towards the $150 mark, and given that the full impact of higher oil prices on natural gas prices usually works with a 12-month Jag, Icok for natural -oaf to reach a record high of $15/mn'�Btu nett year. Ard the fundamentals suggest that natural gas prices will not stop there. Simply put, global warming is bullish for natural gas. Demand for natural gas is sensitive to rising temperatures. Many coal-fired generation capacity plans are likely to be canceled all over North America and to be Chart I Nat. Gas Prices Will Rise Alongside oil Prices Oil vs. Natural Gas. . Natural Gas 140 $/Oarrel $/mmbtu 14 16 $/mmbtu 120 12 14 100 10 12 80 F7 1 Q 10 60 Y' in 6 A.i '- 6 40 Si 4 :: /AY 4. 0 0 2 94969800020406 08 0- -Oil Price (L.) 02 03 04 05 06 07 08-09F —Natural Gas Price (R) * Year to date 0 30, 2008 replaced by nuclear and natural gas facilities. And given that half of the energy content of ethanol comes from natural gas, demand for natural gas will rise alongside ethanol production: Rising Electricity Bills With natural gas now representing one -fifth of total power generation in the US, up from 15% ten years ago, and gas -fired generation accounting for the lion's share of planned increased capacity in the coming five years, natural gas prices are, increasingly becoming an important driver of US electricity prices. Average electricity prices in the US have already risen by 20% over the past three years (Chart 2)- And with gas prices continuing to rise, look for Us electricity prices to rise by an additional 20% by 2010, with regions that rely heavily on gas -fired generation such as New England seeing the largest increases. Rising electricity prices south of the border are clearly bullish for the Canadian provinces that supply the US with power (Chart 3). By far the largest winner here is Quebec with over C$1 billion of net power exports to the US. Based on the average price of the province's main electricity export destinations (New England, New York Chart 2 US Electricity Prices - 43.- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # CIBC WORLD MARKETS INC. Chart 3 Net Electricity Exnorts to the US (2007) source: Nanonai Energy roam, cwcwrw - and Vermont) we. estimate that the upcoming rise in electricity prices in North America will add some C$300 million to the province's electricity revenues. Ontario is also a net exporter of electricity, but its growing reliance on gas -fired generation makes it increasingly sensitive to rising natural gas prices. As illustrated in Chart 4 electricity prices in Ontario dance very. c ose y to the time. of natural nas The surge in natural gas prices in the aftermath of hurricane Katrina led to a 40% increase in electricity prices in. Ontario. On average, a one percentage point increase in natural gas prices in the province leads to a 0.6% rise in electricity prices in Ontario. I . Chart 4 Natural Gas Drives Electricity Prices in Ontario 30, 2008 And electricity prices in the province are already rising up from just over 4 reins per kWh earlier in the yu,�[ to 6.2 cents per kWh in June. But a second glance at Chart 4 clearly reveals that this adjustment is still too' small given the average level of natural qas prices this year. In fact. electricity prices in Ontario will have to rise an additional 25% to Z$cents per kWh just to catch up with natural gas prices, and by an additional 15% (to roughly 9 cents per kWh) as natural gas prices climb further to an average $15 next year. And that's in an environment in which natural gas accounts for less than 15% of Ontario's electricity supply. But given that 50% of projected new sources of power between now and 2015 will be based on natural gas (Chart 5), the province's sensitivity to swings in natural gas prices will double. The other casualty of higher electricity prices is Alberta - Not only is the province a net importer of electricity, but its reliance on gas -fired generation is the largest in the nation. Roughly 20% of the province's electricity generation comes from burning natural gas, and as is the case in Ontario, a one percentage point increase in the price of natural gas leads to an electricity price increase of about 0.6%. And this elasticity will increase given that the share of natural gas in electricity generation will be. rising in the coming years with new gas -fired plant additions to capacity. Overall, look for electricity prices in Alberta to rise by 15% by 2010 just in time for the regulated rate, which was implemented in 2006, to have completely expired, and expose Albertans to the full impact of a rising free market price. Chart 5 Distribution of Planned New Power Resources in Ontario (2007-2015) Conservation Refurblsh'd and Demand Nuclear � ,M Management,x- ==5_ Sola:a r �_ �'—�"�-'. New Wind ""- Renewables Water New Gas Source: OPA, CfBCWM -44- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 5 TOWN OF AURORA AURORA GENERAL. COMMITTEE REPORT No. FSOB-035 SUBJECT: Bad Debt Allowance Discretionary Reserve Fund FROM: L. John Gutteridgs, Director of Finance/Treasurer DATE: September 2, 2008 RECOMMENDATIONS THAT Report No. FSOB-035 be received; and THAT a new Allowance for Bad Debt Discretionary Reserve Fund be established; and THAT the 2007 Operating Surplus of $519,000. be transferred to this fund. BACKGROUND' At the May 20, 2008 meeting of Council Report No. FS08-15 was presented with the following recommendation: THAT Report No. FSOB-015 be received, and; THAT the additional operating surplus to that previously report be transferred to the Allowance for .Bad Debt Account. This report was referred back by Council to clarify why the recommendation was to the Allowance for Bade Debt Account as opposed to a Reserve for Bad Debt. COMMENTS After reviewing the appropriate accounting handbooks and regulations we agree that this would be better suited as a Discretionary Reserve Fund as opposed to an Allowance. In this regard we are recommending that Council establish a new Discretionary Reserve Fund to be called "Allowance for Bad Debt Discretionary Reserve Fund". The described purpose for this Reserve Fund will be: "This fund to be used to fund large write-offs as a result of Assessment Appeals or larger than budgeted uncollectable taxes." -45- GENERAL COMMITTEE - SEPTEMBER 25 2008 ITEM # s-z September 2, 2008 -2 - Report No, FS08-035 This fund is being recommended as a result of some pending decisions on outstanding assessment appeals and some tax arrears issues that were identified to Council. OPTIONS 1. As stated in the recommendations of this report. FINANCIAL IMPLICATIONS There are a number of assessment appeals outstanding that could if the municipality loses result in large repayment of taxes. If this were to happen with no provision the cost would be a direct hit on the current years levy resulting in a large tax increase. This allowance was recommended in a previous report to Council on the 2007 Operating Surplus. . 1. CONCLUSIONS We believe that the best method to deal with this is through a Reserve Fund. LINK TO STRATEGIC PLAN Goal "A" — To Maintain a Well Managed and Fiscally Responsible Municipality. ATTACHMENTS 7k F/M PRE -SUBMISSION REVIEW Management Team — Wednesday, August 20, 2008. Prepared by: L. John Gutteridge, ext. 4111 r - L. JohlrG4itteridge Director of Finance/Treasurer 46 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 5-3 August 12, 2008 -2- Report No. ADM08-010 In addition to this resolution there was a Capital Project No. 12009 for Corporate Organizational Structure Review in the amount of $95,000.00 a copy of the project sheet is attached hereto as Attachment #1. As a result a Request for Proposal fora review of the Corporate Organizational Structure of the Town of Aurora was issued July 5, 2008 with a closing date of June 20, 2008. COMMENTS We received a very good response to our proposal with 12 companies submitting proposals, these companies were (in no particular order): 1. PSTG CONSULTING 2. ROCG HOBB 3. AM FM CONSULTING 4. OCG STRATEGY, 5. BERKELEY CONSULTANT 6: BURKE GROUP 7. BMA MANAGEMENT 8. IMAGINATE 9 COVENCO LTD 10. DPRA CANADA 11.OLIVER WYMAN-DELTA 12,BLACKSTONE PARTNERS A Staff review team was formed with the following members: Director of Planning and Development Manager of Administration/Deputy Clerk Manager of Information. Technology The evaluation criteria were as follows: CRITERIA Wei htin Proposal meeting/exceeding our needs 35% Fee charges 25% Firm profile & people assigned 20% Performance commitments & Times 10% Additional support/value added 5% Reference check comments 5% TOTAL 100% After a thorough review of the proposals and interviews with the three of the proponents the firm of BMA received the highest marks and are being recommended for this work. The BMA price is $68,850 including disbursements. -47- GENERAL COMMITTEE - SEPTEMBER 2, 2008 JITEM# 5-4 August 12, 2008 - 3 - Report No. ADM08-010 BMA Consulting produces an annual report called Municipal Study that the Town subscribes to and the report provides us with useful comparative data relating to financial information. OPTIONS 1. As stated in the recommendations of this report. 2.. That the Review of the Corporate Organizational Structure project not be awarded at this time. FINANCIAL IMPLICATIONS The price of this proposal is well within the budget amount of $95,000.00. CONCLUSIONS We believe that the firm of BMA Management Consulting Inc. are capable of meeting the needs for this proposal LINK TO STRATEGIC PLAN Goal D: To Maintain a Well Managed and Fiscally Responsible Municipality. ATTACHMENTS Attachment #1 — Copy of Capital Budget for Review of Corporate Organizational Structure Attachment #2 -- Terms of Reference for Organizational Review Attachment #3 — Project Schedule and Work Plan PRE -SUBMISSION REVIEW Management Team Meeting - July 30, 2008 Prepared by. John S. Rogers, Ext. 4744 �n�S. R"ogers Chief Administrative Officer -48- GENERAL COMMITTEE - SEPTEMBER 2, 2008 �JTEM# 5-5 Final 2008 Operating and Capital Budget -April 22, 2008 TOWN OF AURORA CAPITAL BUDGET - ANALYSIS BY PROJECT Page No: 3 Project ID : Project Name Department: Service / Program Year of Initiation : Addresses Council Direction 2008 No Organizational Structure Review �� "'� '��CIIIiiHf��H�fH111H�1N�i �7"? ' � �IIH�IIVHHHIIH�A%�af�' m ®��'H"i;H�rr���A�if, ��HIHf�IINIgHH11�911�8�1dll�l` 1 Review the current corporate organizational structure to determine if there is a need for organizational change and If necessary develop an implementation strategy. in the overall efficiency and effectiveness of the organization. Retain consultants to conduct a review of the corporate structure of the Town b Council, staff .and stakeholders. If changes are suggested then an appropriate implementation strategy will be developed. � ! illll 1111111 1..111.9 :i a : k?!, � a Ilid'' �; �.... , r '�I o — ,.� 'tl(,. P'i` piiih? It „f(!�li�. T �,,, , � _.., ,::iql I If Estimated E# endltUres Contracts 5,0DD Tot,',I E$; ili�afiei;;ExpefrdrttiCpS ;; 95,t1'6i) �s;a�al�',;,,� � , ,t I �ttmaEedllnanr ing I r Contribution from General 9 t}A01 95 000 dtb' r aCe, t ..: I., ... total Esttrnw ed, j lna4.Crng 1 95,'OOd 1 ;eI,FI!�.S''Y!'Qii' ',c''.t.''!7 l :,t•..'i: , a Total Ciweahi'der) Funded+`I 4A2�°ill it t 1'.' I I tl3' I' tl -49— GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # Request for Proposals for Corporate Organizational Structure Review of the Town of Aurora 1.0 2.0 Definitions The term "Municipality" shall be understood to mean The Corporation of the Town of Aurora. The term "Town" shall be understood to mean The Corporation of the Town of Aurora. Introduction 2.1 Introduction The Town of Aurora is a growing municipality located in the centre of York Region. The Town of Aurora's current population is approximately 50,000 persons. The Town recognizes that there is opportunity to improve our current organizational structure and to increase the organization's efficiency and effectiveness, ensuring the best use.of staff and municipal resources. An overall review of the corporation's structure has not been conducted since 1985. Council and staff are committed to building a more focused, responsive, resource -conscious and results -oriented organization. An organizational review would be helpful in this process. 2.2 Purpose To undertake an Organizational Review of the overall departmental operations comprehensive and organizational structure of the Corporation of the Town of Aurora ("the Town") in order to build a more efficient and effective organization. 2.3 Organizational Review Principles This Organizational Review will be based on the following principles: • Council will make the final decision on any changes to the current organizational structure and/or processes. • The current level of municipal service will not be compromised, and should improve. • The Town's organizational structure should foster the efficient and effective delivery of municipal services to the residents of Town of Aurora. ■ The Organizational Review will incorporate fiscal responsibility. The existing CUPE agreement will be respected and acknowledged. 2 50 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 �JTEM# 5-7 3.0 Organizational Review Objectives 3.1 Organizational Design To assess the Town's current organizational structure in light of both the municipality's goals and service requirements, as well as sound organizational principles. To identify options and make recommendations to improve the efficiency and effectiveness of the structure. To benchmark the Town's organizational structure against comparable organizations to identify "best .practices", and to make recommendations as to whether the "best practices" can and should be integrated into the Town of Aurora's organizational structure. To review and identify whether staff levels are appropriate to meet work loads in each division, and provide comparisons, -with other similar jurisdictions. To evaluate the current decision -making processes and make recommendations that foster corporate -based decisions. 3.2 Organizational Culture To evaluate and make recommendations in regard to the following areas: • The steps Council has taken to date in reviewing or establishing the vision, mission, values and priorities which set the course for the municipality. • The current working relationship between Council and management. • Employee retention and succession planning. • Internal and external communication processes. • The role and responsibilities of the Chief Administrative Officer (CAO) in respect to the legislative requirements placed on this position, and the expectations of Council. • Principles for conducting business. • Individual accountability and Township. 3.3 Summary and Recommendations To provide a high-level implementation plan for any proposed changes. 3 -51- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 5 - 8 4.0 Organizational Review Team. 4.1 Organizational Review Team An Organizational Review Team comprised of the Town of Aurora's CAO and staff members from across the organization will be established to work in conjunction with the selected consultant. The primary role of the Organizational Review Team is to assist the consultant in completing the review. The consultant will carry out the review in consultation with this team. The Organizational Review Team will act as a liaison between the consultant and Staff, and will participate in: • The review of the organization structure and culture The review of administrative processes • The formulation and evaluation of options • The creation of recommendations for consideration by the Town Council The Organizational Review Team, under the direction of the CAO, will be responsible for informing Town of Aurora Council of the organizational review's progress and matters relating thereto. 4.2 Council Liaison Committee — 4 Members of Council - An Ad Hoc Committee of Council consisting of four members of Council will provide the opportunity for the Consultant to liaise with Council during the entire length of the project on an as needed basis. 4.3 The Role of the Consultant The consultant will provide independent expertise and advice on the Organizational Review. The consultant will lead the Organizational Review Team and: Guide, manage and monitor the progress of the Organizational Review process • Identify methods to engage and obtain feedback from the organization and stakeholders • Identify best management practices in other comparable organizations • Formulate options for organizational change • Provide expert advice on each key decision and recommendation 4 -52- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 5 - 9 4.4 Stakeholders The following stakeholders will provide critical input and feedback in the review process: a) Town of Aurora Council — Mayor Morris and Members of Council. b) Town of Aurora Staff (individuals) — Including the Chief Administrative Officer, Directors, Managers, Supervisors and representatives from Town Staff c) Citizens of the Town of Aurora — All citizens of the Town of Aurora are stakeholders in the review process. It is not essential that a broad based communication process be established with the general public or local agencies; however some level of community / agency involvement is required. A communication strategy directed at the general public and local agencies is required as part of the implementation of the new / modified organizational structure. 5.0 Work Program & Schedule Proposals must contain a detailed work schedule or work plan containing dates for completion of major tasks. 6.1 Consultant Study Team The proposal must contain detailed curriculum vitae of the consulting staff to be involved on this project, including qualifications and previous experience. The consultant will report to the CAO and Council. 5.2 Deliverables The consultants may be required to make two electronic presentations to Council as required by the CAO. The consultant will prepare progress reports for the CAO for each milestone in the approved work plan, including a breakdown of the costs to achieve the milestone. The consultant will prepare a final reportforCouncil consideration detailing the Organizational Review's findings, organizational observations and recommendations for change. The final report will include an implementation plan that provides detailed recommendations on transitionirig in the new/modified organizational structure, as well as a detailed monitoring plan. Electronic copies of all reports are to be provided to the Town of Aurora and will be the property of the Town of Aurora Council 6.0 Fees Including all reimbursable expenses and GST. The consultant should provide an itemized cost estimate required to achieve each milestone within the consultant's recommended approach, including consulting fees (hourly and per diem rates for each member .of the team), miscellaneous expenses, disbursements and GST to, achieve deliverables. The proposal will also include an itemized.cost for additional meetings, workshops, and presentations, if required. -53- GENERAL COMMITTEE - SEPTEMBER 2, 2008 JITEM# 5 - 10 Corporate Organization Structure —Town of Aurora Submitted by BMA Management Consulting Inc. In addition to examining the elements listed above, BMA will conduct a survey of staff to measure job satisfaction levels on a variety of topics ranging from the quality of internal communications, i comprehension of job expectations, training opportunities, physical work environment and organizational effectiveness. Through this process recommendations will be made to increase the effectiveness of each HR management strategy in order to achieve optimal service delivery { and maintain a positive and desirable organizational culture. Corporate culture is often determined by the behaviors within the more formal aspects of an organization and as part of our process, BMA will examine the Town's Corporate Vision, Mission Statement and Values to ensure alignment with the desired corporate culture. This will include an examination of high level job functions, responsibilities, internal connectivity and the quality of working relationships between Town Departments, between staff and Town Council and the corporation as a whole. Individual and corporate accountabilities and tracking methodologies will also be examined to ensure that appropriate checks and balances are in place in support of good and responsible business practices. Project Schedule and Work Plan The chart below provides an overview of the basic process that will be followed. The CAO and `j Project Team will be updated on a regular basis, after each milestone in the review has been -j completed. This ensures that the Town is aware of the findings and is given ample opportunity to provide feedback throughout the engagement. The next section of the proposal provides additional detail on each step, followed by some specific areas of review that will be undertaken on a service by service basis. U,31 A.,.t 5-$epl. 12 Sept 16,10 $epl. 22Ad.16 W.15-D.. 10 Page 24 -54- GENERAL COMMITTEE SEPTEMBER 2, 2008 JITEM# 5 - 19 Corporate Organization Structure —Town of Aurora _ Submitted by BMA Management Consulting Inc. `First Principles" Meeting The project will start from a "first principles" basis to confirm the desired outcomes prior to developing the final work plan. We will organize a meeting with the Organizational Review Team to: • Review the key objectives and confirm that our interpretation of these objectives Is consistent with the Town's position • Review the methodology • Review staff, Council and stakeholder consultation Discuss communications • Review the proposed work plan prepared by our team and the time line for project completion, staff involvement and reporting requirements • Gather all, relevant background reports and documents including, but not limited to: • Departmental organizational charts and staff headcount • Position descriptions of management • CUPE contract • Current and capital budgets • Major background reports Pertinent studies • Strategic Plan and Corporate Business Plan • Any other pertinent studies or reports Page 25 -55- GENERAL COMMITTEE - SEPTEMBER 25 2008 �JTEM# 5 - 12 Corporate Organization Structure —Town of Aurora Submitted by BMA Management Consulting Inc. Communications and Change Management Ulan The communications and change management plan will employ the following guiding principles through the consultation process; Timing • Consultation will be undertaken before decisions are made • Consultation will provide stakeholders adequate time to consider issues Responsiveness • Consultation must be responsive to the expectations of those being consulted Transparency • The objectives and scope of consultation will be clearly communicated before consulta- tion begins • The steps in the consultation process will be clearly defined at the outset Respect • Consultation will be undertaken in a climate of mutual respect • The methods used will be adapted to the participants, the purpose of consultation and the available resources The consultation may not always lead to consensus, but it will -be designed to lead to a better understanding of the perspectives and positions of all involved Responsibility • Consultation is a two-way communication process • Engaging in. the consuitation.proeess carries with it the responsibility to participate in good faith and with due attention to the public as well as private interest Change management is about developing a positive forward motion throughout the project through the use of a variety of continuous strategies to connect with stakeholders. This Involves taking a good base read on the expectations of all parties and providing clear Information about the "rules of engagement' throughout the process. Our plan will provide a variety of communications strategies to be used throughout the project and we will guide key personnel in the management of all two-way information flow in order to minimize concerns and maximize the opportunities for positive engagement. We will prepare all supporting materials and review with the GAO, prior to release. -56- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 5 -13 ft Corporate Organization Structure —Town ofAurora Submitted by SMA Management Consulting Inc. Review Existing Programs, Services and Organizational Structure The consultants will use a multifaceted approach .to reviewing theexisting programs, services and organizational structure to ensure that there are opportunities for feedback and input throughout the engagement. As identified in the terms of reference, BMA will meet with management/professional staff, front-line, clerical and administrative staff, staff from all departments and members of -Council. Consultation will include: 1. One-on-one meetings —Management Staff, Council 2. Focus group sessions —Stakeholders, Management Staff, Staff in the Organization 3. Surveys —All Staff BMA will meet with each Councillor to gain their perspective of Town Services *and specifically to discuss: • how each Department supports Council's decision -making process • the processes involved in the working relationship between Council and staff suggestions that may be helpful In improving the communication and decision -making processes The Town's corporate culture In order to gain a clear understanding of the roles and responsibilities and how the organization is currently structured, BMA will undertake a review of the programs and services provided by each Department and Division. One-on-one meetings with each of the Department Directors and Division's manager/supervisors will focus on gaining a clear understanding of the existing programs and services with a focus on the following: • What are the objectives of the program/functional area? • Does the program/service support the Town's priorities? • Are .the service levels and standards defined? What are they? • Are the objectives currently being met? • What are the future challenges and how will these impact staffing decisions? • What are the staffing levels, roles and responsibilities? • What skills/competencies and training is required within your division? * How is performance currently measured/tracked? • Are there opportunities to re -align priorities and resources? • How is technology used and what impact does this have on staffing? • What are the policies, practices and procedures? • How has the organizational structure changed over the years and what is needed to be L jsueegssful in the future? Pago 27 -57- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 5-'a a Corporate Organization Structure —Town of Aurora Submitted by BMA Management Consulting Inc. This step in the process will also include a review of all relevant documents available including any studies, policies, by-laws, internal procedures, organizational structures, job descriptions, current and capital budgets and performance measurements gathered from the first principles meeting. This will. provide BMA an opportunity to seek clarification from senior management on current policies and practices. In addition to the one-on-one meetings with senior and mid level managers, the consultants will conduct function specific individual interviews with internal customers wherein a department provides corporate support services or regularly interfaces within the corporation in order to provide service. This will assist in identifying opportunities for greater corporate -wide synergy in ways that may not be traditional at this time. It will also help to identify any inefficiencies by assessing the functional relationships between Departments including documenting the extent and nature of interactions, degrees of overlap, gaps and opportunities for improvement. It is proposed that the consultant will hold focus group sessions with each of the Departments to solicit input from front-line staff. These structured sessions will focus on the strengths, weaknesses, opportunities and challenges of each Department, co-ordination of tasks and processes, work flows, workloads, etc. ' Further, opportunities for confidential one-on-one meetings will also be provided to ensure that staff have opportunities to share their Ideas in a non - confrontational environment. In consultation with the CAO and the Project Management Team, BMA will determine an appropriate listing of community stakeholders to participate in 6 targeted focus group interviews. These Will be structured discussions to determine input from identified client groups or community stakeholders who may have views that need to be considered relative to the structure and. provision of specific service areas provided by the Town. In addition, any key community agency representatives or York Region partners will be identified at this point to be contacted for individual Key Informant Interviews. Value Added: Upon discussion with the CAD and Project Management Team, an e-survey of all staff may be undertaken to provide an opportunity for anonymous feedback. The completed surveys will be sent directly to BMA and will focus on opportunities for 'efficiencies from an operational perspective and provide feedback with respect to the culture of the organization. We have found this tool effective in other studies to assess workloads, resources, staff involvement in declsion-making,, teamwork, quality and customer focus, job satisfaction, opportunities for growth and departmental communications. This information will prove to be very useful in understanding the culture of the organization. As � Page 28 -58- GENERAL COMMITTEE - SEPTEMBER 21 2008 JITEM# 5 - 15 Corporate Organization Structure --Town of Aurora Submitted by BMA Management Consulting Inc. An environmental review and assessment of all existing operations will be undertaken to provide an understanding of the existing operations, areas of concern and areas where programs and services are being effectively delivered. Opportunities will be investigated to ensure that high quality services are being delivered efficiently and effectively within the framework of the values and goals of the Town and to ensure that these are flexible enough in structure to meet changing demands. The internal analysis will also identify trends and patterns. We will prepare a.summary of the key j — findings with respect to all operations and organizational entities and will identify any duplication/ �— overlap, gaps and workload challenges. Quality service delivery is also dependent' upon a well designed performance measurement system that clearly articulates the service goals and objectives, demonstrates the expected . service outputs and articulates the expected quality levels for these outputs. We will review the existing performance measurements currently in place, determine their appropriateness and make any needed recommendations for improvements in this regard. Summary of.Consultation.and.Review.of: Existing. Programs and Services The results of the consultation will be summarized and will not reflect the source of the comments. This will identify and summarize: • Significant patterns and trends in perceptions regarding the current level of services provided, organization structure,:reporling relationships and position functions • Suggestions and comments for improving the quality of services Identification of skills/competencies required for the positions • Based on feedback from staff, Council and stakeholders, a list ofpriority improvements to increase the efficiency of the Department and/or cost effectiveness The consultants will further analyze and provide preliminary feedback in the following key areas: Organizational structure Duplication/overlap of effort and service gaps within the Department Operational, administrative and business systems _ Policies, procedures, practices • Program effectiveness Compliance with legislation Employee work assignment Administrative, financial, human resource management V-1 Page 29 I -59- GENERAL COMMITTEE - SEPTEMBER 2, 2008 �JTEM# 5 - 16 -. Corporate Organization Structure —Town of Aurora Submitted by BMA Management Consulting Inc. Conduct External Analysis and Benchmarking A comprehensive external analysis willbe conducted by the BMA project team. This .will include a survey of approximately 6.8 municipalities and will explore all aspects of service provision identified in the internal analysis section of the work plan. In consultation with the CAO and the Project Team, we will select municipalities of similar size and service portfolio, municipalities considered to be innovative or that have recently undertaken an organization review and in consideration of technologies employed. Through a phone survey and receipt of supporting documentation, we will gather information on: J • How services are provided in other jurisdictions _a Staffing levels, management job descriptions, roles and responsibilities. • Organization structure, # divisions • Centralize/decentralization of services across the Corporation - Processes, policies, departmental/corporate budgets • Trends, what's working and what is not and whether there are gaps in the provision of services This will be used during the process to assess alternative organization models and to determine whether they may be suitable for Aurora to provide the most efficient and effective services. Further, a comparison of staffing levels, positions and responsibilities will be undertakenand included in the report. We will also gather job descriptions from management/ supervisory positions, as appropriate. SWOT Analysis Upon completion of the Internal and external analysis, the consultants will complete a SWOT analysis. This is an effective way of identifying the Department's Strengths and Weaknesses, and of examining the Opportunities and Threats. Carrying out an analysis using the SWOT framework will help focus the recommendations into areas where there are greatest opportunities and to mitigate threats to program effectiveness. The evaluation will include the following key areas: • Significant patterns and trends in perceptions regarding the current level of services provided, organization structure, reporting relationships and position functions j0 Effectiveness and efficiency of the services and programs being delivered • Appropriateness of the systems/processes in place and impact of new technologies • Current staffing levels, roles and responsibilities in comparison to Industry benchmarks • Appropriateness of the service levels based on stakeholder feedback • Duplication/overlap of responsibilities within and between Divisions and other Departments Assessment of customer service processes, current communications and culture • Identification of any risks with respect to compliance with legislation/regulations I OWunitles to improve the current services and how to address potential, threats l r lcta Page 30 -60- GENERAL COMMITTEE - SEPTEMBER 2, 2008 1 TEM # 5- •s Corporate Organization Structure —Town of Aurora Submitted by BMA Management Consulting Inc. Prepare Options and Draft Recommendations j Based on the SWOT analysis and discussions with the CAD and Project Management Team, BMA will provide preliminary options and draft recommendations in the following key areas: • A list of priority improvements to increase the efflciency,`effectiveness or quality of the corporation's services by Department and on a corporate -wide basis Organizational structure options and .the .pros/cons of each II Proposed staffing ievels,.typ'es of positions and roles and responsibilities, employee work assignment and workloads and interfaceialignment between Departments Management/professional positions and core competencies required • Recommended performance and quality standards Streamlining of services to align with new technologies —Integration, co-ordination, training requirements, process changes required • Actions to improve communications within the Divisions and other.Town Departments • Succession planning and career paths to attract and retain high caliber talent This information will be presented to the. CAO for further feedback. The recommendations will be supported by sound rationale, specific examples and benchmarking data. Page 31 -61- GENERAL COMMITTEE - SEPTEMBER 2, 2008 JITEM_# 5 - 98 Corporate Organization Structure —Town of Aurora Submitted by BMA Management Consulting Inc. Prepare New Proposed Organization Structure Upon completion of. the internal and .extemal analysis, the SWOT analysis, and input from staff, the consultant's will; then focus on the 'organization structure and will address the following keygfi.estio'ns. Strategy Alignment What is the hotel.. Whatis.the- How do llie How should Department's the plan for organization the Plan to deliver Department acquiring, and the organlzat[an optimal value? need to do Investing in programs & be designed well to and deploying practices to support Implement people to build create, the people the business the needed sustain and sbstegies7 strategy? capabilities? reward the How do they workforce? compare to What are the other similar training needs organizations - of the. intheses Department capabilities? Strategy �. -Planning Implementation •Dudgeling !'• •Proeretnoaaelapmam Pumhaeln •Acvountlng/Pinenaelgopwtlag •Process Cohbol PapltM Anle Managamant •Communlca4�ns •Capital llGcetlon •Customer Sert'ica •Dolegetloti a(AUMody _ •ReaourmNignment `'1 •Planning '.x t •Stalling ip veto matt& •Vblan and Veluea rain1ng •EmploYea Invavoment 'Rawarde •Citlzen Paaa •0tgerltdra Concept P m5a&nco •quality Menagomanl •Deplhand8panconwl MaPagar Wort, •De4e1W.MeW1g Style Environment •Padomtonoa Focus - 'SWauml(mmewoM :CIA µ�..u4�T...n.�mnmAmA Page 32 -62- GENERAL COMMITTEE - SEPTEMBER 2y 2008 ITEM # 5 - 19 1 Corporate Organization Structure —Town of Aurora Submitted by BMA Management Consulting Inc. To ensure that the proposed organization structure is appropriate and has the sufficient staffing levels, the consultants Will undertake the following steps: Identify and discuss; -Key Issues -Organizational requirements -Preliminary selection criteria -identify data required to describe 'as is" situation -Interviews -Focus groups -Surveys -Document review -team member analysis 7RAININ GICO RE SKILLS •Process design Data requirements Identification -Opportunity dentition and identification •Intervlevving •Prioritizing work activities -Work cluster summary •Major undedyying processesisubproceses assessment -Process maps/preliminary analysis -Root cause analysis -Opportunities -Determine how to address -Review options with senior mgmt Prepare Final Report The Town will receive a detailed report highlighting the findings, recommendations and action plan. This will include a summary of potential financial implications of the recommendations (one-time and ongoing) and next steps. BMA will present the findings to the CAO and Project Management Team. This will include organization alternatives and specific recommendations. Page 33 -63- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # Corporate Organization Structure —Town of Aurora Submitted by BMA Management Consulting Inc. Communications and Change Management Plan The quality of communications will drive the quality of the perceptions. It will be critical to build in supports to ensure that key leaders are vigilant. about the _quality of.the Information, the timing and the tone. The .best outcomes are realized when there is a clear and universal understanding of next steps. At this stage in the process, BMA will develop a communications and change management plan, with a focus on strategies to roll out the recommendations for the new organization. The above noted elements will be incorporated into the communication and change management plan. The objectives.of the communication and change management plan are to: • Use communication mechanisms to be inclusive, empowering, open and transparent as well as providing staff with critical information, feedback mechanisms and support during the change • Assist with the implementation of the recommendations Develop an environment conducive to the successful implementation of change A draft plan will be prepared by BMA for review by the CAO. The communication and change management plan will occur in, phases including: 16 Awareness —developing knowledge of the change + Understanding —staff comprehending the nature and intent of the change and start developing an understanding of what itwill mean to them Positive perception —strategies will be implemented to try and engage staff in developing a positive perception of the change • Implementation —change becomes operational Adoption —strategies for continuous communication after implementation Presentations BMA will be available to make two presentations to Council on the project and findings in accordance with the RFP and additlonal presentations upon request from the CAO. Page 34 -64- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 6 -' TOWN OF AURORA ACJR_ORA GENERAL COMMITTEE No. FS08-040 SUBJECT: Capital Fund Report to July 14, 2008 FROM: L. John Gutteridge, DirectorbfFinance/Treasurer DATE: September 2, 2008 RECOMMENDATIONS THAT report FS08-040 "Capital Fund Report to July 14, 2008" be received and; THAT Council authorize the re -allocation of capital project closing balances as identified in Attachment #2 of this report. BACKGROUND Attachment #1 is the financial report for the Capital Fund to July 14, 2008. Financial Services compiled a report and shared this with the appropriate Director from which we have provided a project status and proposed resolution if necessary. If there is a surplus or deficit it is identified in the proposed resolution section.of the. report. . This report has been enhanced from the last time the report was presented as a result of a report from the Auditors. This report includes a new column that asks the question "Do you anticipate over expenditure forthis project Y/M', this question gives the appropriate Director the opportunity to identify at this stage if they anticipate the project to be within budget. If they are anticipating a deficit it is expected that in the Proposed Resolution Column they will provide options to Council as to how they will fund the deficit, this can be done by either finding the funds elsewhere in the budget or recommendations on where the project can be cut back to save the money required. COMMENTS There are still a number of Capital Budget's that represent projects prior to 2008 our objective is to keep the carry over projects to a minimum. We can accomplish this in two ways, the first is the timing of budget approval, the second is the appropriate department assigning appropriate staff to complete projects as scheduled. The objective should be that we complete budgeted projects in the year of the budget or worse case the year following. - 65 - GENERAL COMMITTEE - SEPTEMBER 21 2008 ITEM # September 2 2008 - 2 - Report No. FSOB-040 Due to the budget not being approved until April of this year, many of the 2008 projects are either still in the early stages or have not yet been started. OPTIONS 1. As per the recommendation of the report. 2. The report identifies the status of the various capital projects and a proposed resolution, Council may wish to adjust any particular recommendation. FINANCIAL IMPLICATIONS The purpose of the report is to provide Council with regular reporting on the various funds of the municipality. One of the consequences of the report will be a need to make appropriate budget adjustments, this report identifies the budget adjustments required for this period. Attachment #2 is a summary of the projects on Attachment #1 that identifies what fund the surplus or deficit will affect, by approving this report you are approving the transferof funds as summarized below: Reserve/Fund Amount to/(from) Reserve Municipal Ca ital $ 436. Develo ment Char es - General $8,053. Development Charges - Road Related $6,700. Cash in Lieu of Parkland $10,939. Development Charges — Water/Sewer $6,693. Major Capital Repairs Reserve $15,000. Engineering Reserve $401. Storm Sewers Reserve Fund $359,158. Once the funds are transferred to the appropriate reserves, they will once again be subject to the restrictions specific to each reserve. CONCLUSIONS This will clean up a number of capital projects and re -allocate surplus funds to other projects or reserves. LINK TO STRATEGIC PLAN Goal D: Ensure transparent, accountable and open governance in concert with informed and involved citizens Objective D1: Continue the commitment of fiscal responsibility and accountability -66- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 6-3 September 2, 2008 - 3 - Report No, FS08-040 ATTACHMENTS Attachment #1 Capital Budget Report Attachment #2 Summary of Financial Transfers for Capital Projects PRE -SUBMISSION REVIEW Senior Management Team Wednesday August 27, 2008 Director of Finance/Treasurer - 67 - GENERAL COMMITTEE - SEPTEMBER 25_2008 ITEM # 6-4 o, cOct m rn a - - 0oa mO ' m N N p OO� aoom gym_° a yaE v�NQaoiN fL ova .mcEEm .t°c oim L O 'O a N N3M1 > N N u o a 'a NN O a 0 _A� m c oma.a mo a n. E Nm:a ma a mT� m era' pm c V Vl =T w U� 'C N f0 N O Of m� dj d m in N '_U N N O E dEO O p O LL C a \ 2 Ci a¢ U'b z K m CC a U a s K u a s. a z z zZ Z z Z Z Z R _ U O C} r W w m of 0 0 o M O sF N N N N N N N N N N O r0< cu M O O O O to U fp N W 0. An�M M N V1 O' O N � N � a O m 7 p U m N � '� to VY fA 69 N w. �Y f9 E9 1H N M 0 N .fir C V c0 N N d 0 O O E WN fR 69 fIi 64 ti} Hi Kl Qa y m o ro 0 o 0 0 0 0 0 0 0 0 0 o 0 n 0 o o a _ N N �':. a N O N� M Ep J fn o UJ o (m N V m W 0 0 W -68_ GENERAL COMMITTEE- SEPTEMBER 2, 2008 I TEM # 6-5 il a O O m O N o O M d N O r C L6 o Q N d s m c —0 w m o ,o a Y a c 0 0 � o. � o � c m � c o c of p K c a' m 0 d C C o O E aai N N ro u°i L o iJ r U C O U L O c E d in O N 10 {II, Cn 0. O N EU. p` E° a y ro N O C O — n ° 9 O _C as o aia f1) crn y 4 U U N O Km•a N 0 o y E NA N N O Em OO VNEp ad OUNNNiN =_ a a C Or/j GvE G Tm rowm c_ fl a 0i m m¢ 2m a`.- a.E a=Ra d `O Z z z z z z z z z G N w d m > 0 4 O O O O O O p 4 O O O O O •UC a d N N N N N N N N N N N N N N w� �- •� t0 V M to" o N O sf W o N O N O O W lD O (p d O b O O O d O C N d w � N � p UmN„ N vi ui ua ur ua e> va » » <n yr vs m u3 rn a w m o rn (D m o rn le o. w m O W N O O O O O O O O o � O O OJ O p 41 O �O f� O O" O -D O ro O O O O O c0 N � p N O O O Q � fA fR fR fH fR M to M Vf EA ER H3 V3 fA O p � N O fn W ro � n in E o c O v o L a E m > to o� o m w O I N 0 4 O a' O — > Of N E O O N E cci g E D U m ° 2 a a m °o E _o N 10 O N .Y.. ^• j N vOi m N N C Q m m ° U v> E o E u, m y 8 d o sc EQQ z: <o loZ� 18 m W (if wr.� U'- N W.-f-olm GENERAL COMMITTEE - SEPTEMBER 2, 2008 C O 9 U w odm E' pyj N Y E .0 C 'C w N N �4t a om p iL N C ❑ N l9C!n. FL-ro0 C X0 CL a W y p 1l U N y a tU O N � N N N a C O p d C Y w 0 C O m N N N41 v1 O N a N N N eon !m_ G'S N P i a N Q a a W V O a Opax T •-; m z Z z z z p fl. r ❑ � O w oo� r- r• ti � U N N N N O r O 4 C 0 N u O O W ZZ LC 1 b n O cn : r rn rn d E _ o M V w w a s dm o o u O a C N M V y N co — N O C Ol LL VI o r U In d 0 ITEM # 6-6 N � N O - O M O 9 O 0 Q fr y D w C 6 N K N m N E U b M CO o m a io f9 M (i} (fl fA NU j m y C E m 3 0 U � e a m c m - 70 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 6-' a c o G `o o @ O r V O O 0. n` u m C N CO1 M O M O N N O O O N p. c N N N o v 'U c C O C 'a N a N .O m E O E O E. O C a ro 7 m O. '@ U 'to U N '@ U a fl. N N E E N E N o E v s E@ G N 'O O -8 am N 0cSpp d� 0 c J N; N m N F O N N16 Jm `m[$ 1E5 a O Um po E flNOO6No EO @ Wo a �Naop U oN s a aGc,n.ya ac)- ro C Z Z Z Z Z Z Z Z Z Z Z Z ❑ G O w 6 ro > 0 rn v o 0 o p o- o o a o o o i � N N N N- N N N N N y M O M p O W SQ N N C 3 •) a - P+ O� O U tG N O O t0 to tp N M W M lA w. eR fA W w to fn rii cA Ur �vp3 6Ni 6) N Q 0: W W C � m d' ul CV 4i p �L1 W N Q O N (V W A N} FH fn EA fA fA H3 64 b3 Vi N 4) O O p In O O N d' O O O (DIQ(7) M N O V• h N LL� (gyp � p. G 6mi N d0'- N Cl r W CV fPr V> Ui N ffj d1 fA d> ff) da fA Eq {p G C O � N (y,t5 2 O U N V c p @ O O G C7 N O r6 8 O MO mrn pcp •O a a > Ol Id N a U O W. Ol > W O � •- Z J Cn U E o 'm KS N > @� in N a > 2 06 o a � U @�n o E c Y o Em om= Z �� �5M QO Y M (.7 O o�00 W �m 0_Q v GENET ?AL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 6-3 a 0 N 3 16 O C _ p N c p y N O 9 @ d Q N N d t L �6 � 4 H�au� co O m � a@ �' 22 and C N d R'@�' E 6) ❑ N C C d)N .S > @ Q 'C "� pNp N m 00J @ N O O' E C H d E C H "% Q) C O O O @ N C O• 0! N N OI @ C 61 ,fr d @ d 'p 2 O v 0 H H O Y d L O U C C •Yd U 1!� 'p d' y .I� U y Q • a ro 0 .o -p % .� "p o .� U) N 0 .o No. Q .o =. o o c •o c IL a_0. � pCCv a a a 0, -0 @ (L c 0� a5u.0 E a .S c Y Z Z. Z } Z Z Z Z Z Z Z 2. Z y ro > p x d @ ro 1 • o a o 0 0 0 0 0 o a a o o � N N N N N N{} ? . t0 O M O f0 O o W a N W O O O 01 . ll:: C a ,a N M tC !D O O N O p. �� O � N M1• M � N M N r n O O N W Y —'' m w N cii Ir vi o3 ri - r� of 00 ao h" co N O E w ro e n n 4» c @ E » w y n a e g N l0 O O O O tp O N O p O O II O N M 4 N cp ro N O O O O 4 O h IQ O O 1p r O• (D O O O O c0 Ir p ? •� p C (7 r (upi i ui C1 o d' d m O O O o - F .- .•. .-- Q LL £ ty V3 fA y FA fA cA Vi fA f9 fA fR fH EH U o `a m O' m a 0 `w rn 0 m U @ G p o o 4�5 @ c > 4J L G w U) HWp N O N _>O VN' N U �. U%"'W 'N N Z O m. Y. O ❑ �.• 0p-' ij C L O� @ ..• O d'LAJ 'V O @ wNt tb .V C @ N d' d @ H3Q. N« Nq E NN U O UL d ON ON O (p ON4 i � N d'�dSd0 Q l�(/)ND v ZNL d'S nMV NQ U@7 Smc: /@-1' U 72 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 0 3 C9c �o K a3 �-°Oti aw y v�nam 7 d� lL0.8 S a C� E u a m O N E L O O c E o b m Q 2 o m vu C C �$ a 0 aai U cm C C � ttl U N F c c ro c 'o m o o fn E p a m o o w ° o d ro m d a a IL m w o a` a` O �mm y•• m o ade. p- �a'�oy z z z z z ++ .Q o Q N O w V M o W bi h U aq y .— •= •- � T J c- V cb 0O` r ci m m ro C N N YS m N OM ITEM # 0- s o O U c z a E m P c C L O N E 0 10 (�l N m E c a ro c N n o,rom a E80o oo 0^0E�° N�Fm z z z I z z S N E`- vo rn c E ro rn m m M N E o O� a m m a lLv 4`r? �Oa' O EMwa N 9 O ftl O t6 0 0 0 N N O@ QmUU of m x v A O O y N N � m O N M tl. of w m U O N °b m � E L S � O co 0 0 C U 0 N y O a m y O L m t0 O N ..ro � co .CIY N bN i - 73 - GENERAL COMMITTEE - SEPTEMBER 21 2008 ITEM # 6 - 10 r =_ a° 0 o -- v -- y o - o. -= a `= n E E o 1 n m E v .� ' N o o o 0 N o �t361�rooro2o CO._ _3 NO If Q, .0 z Z z z z z o° i6 �m� a '. CL fC Bme y G= V O O Q _- O 4 O Fa w fn v� vi va E _ w m 9 a � o F m w N U ao N w m y'+ O O (OD M �- n W M d � m m �m-mo o mm�Nm 3 0 0. m 0 0 C N N d(n C N mom 'o y Z'a�i G' y2`cmm �_o rc O o a H o m K a iM th [ s=M ,I)I�G r` J. - 74 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM C N o0.� 9 O of i0 O o D N w wC2 4 N O� N lh C w V j Y p N O N 9 f9 O 9 O N O. N N 'U ��, O �• 'e O � N a N I-7kUl-u�� �a'a 9 � _ •Ul tU - C 3 -20 '� c - j 9 N cp L C m N .pc N N ......: a O > Q v H d � p E a E E � m= �=y... _ o d $y�oa �aw N Q 3 a Z Z Z ZY Z Qa �•�•,0} O a m O op- ci a o 0 n Ono 0 nm 0 4" O ro`q CU m4°o S2 ca H o I let lc ; CID N M Ci R� N iN % N lu N V) M FPr to N tg N O O O M � _ d G W jc 4 V - F 2 C n NON d' N d' Nm IE M N M rJU;i ` o N 08 ��yy R O c w• • `J an OO N O 0�= N E pir U 0. U', y o U N N m N ❑ N c E N N C c Y c « (If N p m d :iL'N c NUU'am UU O q 1SY"r�; y L N 9I N N n U o 9 ..1t7 ¢ cn¢gW m u7= [n # 6-11 M - 75 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 # 6-12 p W U O 7 0 0 a o # co) @ p J yN" O �p +�+ c 0 M o z z z .Q 0 0 0 0 0 0 0 0 ti ON 0 �� 6 Q N N N N SOV N U myCa O N ab. m N .L F yw N V a o Q O O M o 0 0 N L Cp7 O 4 O O O O O QLL fA f9 'ffl d} f9 fA Vi 0 3 w 0 c0 .Q E m c no 3N n�m @ro. o m on U y F o? .nM.. o IL OI O 00 N U N N V N O ? a c aC N M c O N K FL O ❑ U � N VW) O mN N pCd c Q O IL _N IL %—N: ' NCV O Oa. J...1nm (L M O nJ M v N m co C Oz 0 N QY T Y a Z 0 N 0 m - 76 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 ZO o w O o f •o M °' c w p o o 0- •Eoo °Am oa �n elf d N ui `O U - c •10 O 8 C N O O. "O E N •O m p. O co�.�,c—L 3oi Eo o a O o ob Jpp U p E'i b Q w wdr� Y c o of ro c a N o N O r n!Y 10 N L D O (piO 00 L 0 y w C > C p0 W N O OlU c O)� ❑ a e p y N b0 �, {0 (O O O� ro O ro O U of 00 C w C w d M m a N W- N N N¢ c C J di N E N uJ) •[� N. L Ewe E 3 E ao. o'o a. C O m 4 C O G O O U p U V O U C N O U ry U m yN_, N O O m o ii a 15 'o 'o o R 'o o � 'o E 'm 3 a aoL. a a o c� a` D. 8 a a_ 8 >m in z Q 'v o•� y w•A} z z z z z z z z m > O � c� n n n m co <o cbp ca m n m w w w m W O O O O O p O b O O } 0 C oQ N N N N N N N N N N N N N" N J •U Ol M - h 0 M V O o O OI Ol o O h LU ❑ Ip U a1 U)� F» t» rn ur es' vs en � vs <n w ur *a w ap N W m ffi ffJ UN FA - fA d3 U3 U> (A •O O O O O O 0 O 0 O O O O O W (O p O O O of O O b O O O UI O O O O O O O) N O O m O O n p Q n m M O ro N dam' N M (00 O. LL Q H3 Hi H3 U3 U3 tiJ to 63 ffl (ff t9 U3 ui fA c N M 'O N ctl U m N m U M M N O M (C w0 N N ia. c C tf IL °' co e o o -' o. y� c a o m of U)O0 ? a Y O > O m a y ru N Y i C U Q1 O N O C N "O U -ja m m E czv LL�S d c.ro m n% E o((pOmaoCL o=m N O N w o b m m@A M m N E N, M W lYJ �U) N N �FZ �.N L U) N a W C �- n Q N F-:5 W C - 77 - GENERAL COMMITTEE -a£PT MBER $ 2 0 ITEM fL / \\ \0 02 d * 7f ;\§ ƒ)ƒ )4 ®eJ 00 {)o \} \/ \\ / .ƒ0< m> gS \\ )k// o2 7� - mG � q= k! `® }c» 7y 7f \{\ 3a ) aG{ -78- GENERAL COMMITTEE - SEPTEMBER 2, 2008 JITEM # 6 - 15 4 U d .p L f6 w_ Q U L 4- 6 40- UJ lC L f6 C R C 4- 0 f�ti^ G E 7 U) N C N. E s U w 5 sE e 0000 F- l L 9 LL 1-- ° w- aqa` N � N (� N M Q � o O V v m c N c w W H3 ro Z o tro' y O aro � U� N o ro m � d K �+ � m m E N d o ro m � m � U m 4 'S y3 o � O J N G ` L ro �a U y C O y O CD r ECL 0 p o m > U 0 m a n o 2 � to xv en ro c O Y E vl N 13 o 0 my c N L Ug� C N w C m ro O N a LL� M 2� �L°oao N U C .c o cp ro ro o w ro N O d w- N O M N O] Ql f <V' UJ n ro E N O m V O (h m M w0000000 M l 0 0 O 0-00000o N (O r f t 0 O r M ao V §ik M 4# .- 9k Yk i#7kgk# ik� IV C 0 O U L N LD N 0 O 0 O E2 w N C m N t6 N N 9 E 3 C N a c @ c 8 O @ Z N N N Y O c N N ID @ N (D .o E C :N Q. a) O d m it - iy - GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 7-' / TOWN OF AURORA AUR-OP-A GENERAL COMMITTEE REPORT No. FSO.8-041 SUBJECT: ASHPHALT PRICE ESCALATION CLAUSE. FROM: L. John Gutteridge, Director of Finance / Treasurer DATE: September2, 2008 RECOMMENDATIONS THAT Council approve the inclusion of a price increaseldecrease clause for the supply of hot mix asphalt in the terms and condition section of all new bid documents. BACKGROUND One of the price components in many construction projects is asphalt. Oil prices have increased dramatically over the last few months. As oil is a large component in the manufacture of asphalt, there have been several unprecedented price increases associated with hot mix asphalt and bidders are unable to estimate realistic pricing for the asphalt component of projects. These increases have been confirmed by the hot mix asphalt manufacturing plants. These increases are illustrated on Attachment #1. As such, bid prices may be overestimated to compensate for any increases which may occur between the bid closing date and the actual date of asphalt work to be done (asphalt cannot be purchased in advance). As well, bidders may choose to not bid on, or not complete jobs which have an asphalt component. Bid prices, as per the terms and conditions of our bid documents, must be kept firm for a period of 60 days from anticipated date of completion. Several Municipalities have addressed this problem. by adding the following clause in the general terms and conditions section of bids that will address price increases or decreases. Allowances are made for price fluctuations according to the Ministry of Transportation's (MTO) Performance Graded Asphalt Price (PGAC) price index (updated monthly). Bidders are therefore able to bid a more realistic price, knowing that they will be compensated for unpredictable price increases. As well, should there be decreases in the cost of hot mix asphalt, the Town will benefit from the price decrease. Price adjustments will be made in accordance with the formula described below. - 80 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # , - 2 September 2 2008 - 2 - Report No. FS08-041 HOT MIX ASPHALT PRICING BASED ON THE LIQUID ASPHALT CEMENT PRICE INDEX The Town of Aurora will adjust the payment for hot mix asphalt to the Bidder based on changes to the Ministry of Transportation's (MTO) Performance Graded Asphalt Price (PGAC) price index. The price index is published monthly in the MTO Contract Bulletin and will be displayed on the OHMPA (www.ohmoa.org) and MTO websites (www.ragsa.mto.gov.on.ca). The price index will be used to calculate the amount of the payment adjustment per tonne of new asphalt cement. The price index will be based on the price, excluding taxes, FOB the depots in the Toronto area, of asphalt cement grade PG 58-28 or equivalent. One index will be used to establish and calculate the payment adjustment for all grades. The price index for each month will reflect the previous month's prices. A payment adjustment pertonne of new asphalt cement will be established for each month in which paving occurswhen the price index for the month differs by more than $15.00/tonne from the price index for the month in which the tender. closed. When the price index differential is less than $15.00/tonne, there will be no payment adjustment for that month. The payment adjustment per tonne will apply to the quantity asphalt cement purchased during the month. The payment adjustment for the month will be calculated by the following means: 1. When AC Prices are Rising by more than a $15.00/tonne difference: the payment adjustment to be paid to the Bidder Is the result of subtracting the price index in effect when the tender closed from the price index in effect when paving took place, minus the $15.00 float, multiplied by the number of tonnes of PGAC Incorporated in the mix as determined by the job mix formula. If the answer is negative, no adjustment is made. 2. When AC Prices are Falling by more than $15.00/tonne difference: the payment adjustment made in favour of the Town is the result of subtracting the price index in effect when paving took place from the price index when the tender closed, minus the $15.00 float, multiplied by the number oftonnesof PGAC incorporated in the mix as determined by the job mix formula. If the answer is negative, no adjustment is made. The quantity of new asphalt cement includes all grades of asphalt cement supplied by the Bidder with and without polymer modifiers. For each month In which a payment adjustment has been established, the quantity will be calculated' using the hot mix quantity purchased that month and its corresponding total asphalt cement content as required by the job mix formula. ' Example 1 —AC prices rising by more than $15.00(tonne • PGAC 64-28 specified, 3,000 tonnes of HL3 @ 5.2% AC (156.0 tonnes AC) • Price index on April 51", 2005 on tender closing $330/tonne (PG58-28) • Price index on August 17"-241h, 2005 actual paving dates - $365/tonne (PG 58-28) • Payment adjustments to be paid to the Contractor: _ ($365-$330) - $15 (float) = $20 x 156 tonnes AC = $3,120.00 Example 2—AC prices falling by more than $15.00/tonne PGAC 58-28-specified, 4,500 tonnes of HL4 @ 4.6% AC (207.0 tonnes AC) • Price index on April 5". 2005 on tender closing $330/tonne (PG 58-28) • Price index on October 111h-181", 2005 actual paving dates - $285/tonne (PG 58-28) Payment for hot mix items reduced by: ($330 - $285) - $15 (float) = $30 x 207 tonnes AC = $6,210.00 Notes Bidders should bid the hot mix asphalt item using the cost of the PGAC specified. The AC Price Index is only a tool for qualifying hot mix prices and is not intended as a standard AC price to be incorporated Into the bid. The payment adjustment calculated using this formula is full compensation for any and all PGAC grades specified. • This AC price adjustment applies only to items that are measured on a tonnage basis; there will be no AC price adjustment for asphalt measured for payment on a square meter basis or for asphalt not measured but included in pavement under other items. If the AC index has not changed more than $15.00 per tonne up or down, no adjustment is required. Only the amount of the change that is greater than $15.00 is used to calculate payment adjustments, - -81- GENERAL COMMITTEE - SEPTEMBER 25 2008 JITEM# 7-3 September 2, 2008 - 3 - Report No. FS08-041 When it is recognized that the Town has no obligation to provide compensation in this matter, staff also recognize that the increased prices associated with petroleum based products are in fact unprecedented, this was deemed an appropriate matter to present to Council for consideration. COMMENTS The Town of Aurora participates in a York Public Buyers Co-op bid for the supply of hot mix asphalt which is released as required for a period of one year. The fluctuations in price have been addressed and Co-op pricing is re -calculated every month (prices in previous years have been held firm for one year) OPTIONS 1. Option 1: As per the recommendation included in this report 2. Option 2: Not adopt the resolution included in this report FINANCIAL IMPLICATIONS We believe that this provision in our tender documents will save the Town money as bidders will continue to bid their best price as they know they are protected should there be wide fluctuation in the price. The only difficulty will be, we will not know the amount of the contract until the end of a project and we have applied the appropriate calculation. The other issue would be, that should the escalation cost be invoked this could drive the cost of a tender up over $50,000 threshold and that would require the approval of Council. We would suggest in these very rare cases that the final project report to Council would be sufficient. CONCLUSIONS We believe that a policy such as this would be in the best interest of the Town. LINK TO STRATEGIC PLAN Goal D: Ensure transparent, accountable and open governance in concert with informed and involved citizens Objective B1: Plan for the future to continue controlled and well -planned growth Objective D1: Continue the commitment of fiscal responsibility and accountability -82- GENERAL COMMITTEE - SEPTEMBER 2. 2008 11TEM # September 2 2008 - 4 - Report No. FS08-041 Objective 103: Be accountable and transparent to residents by ensuring ' open and accessible information flow and accessible decision -making Objective D4: Create a respectful environment that fosters team work and open dialogue, consistent with a Character Community. These Objectives acknowledge the responsibilities required by governance that contribute to informed and involved citizens, ATTACHMENTS Attachment 41 — OHMPA AC Price Index and Graph OHMPA website (www.ohmpa.org) MTO website (www.ragsa.mto.gov.on.ca) PRE -SUBMISSION REVIEW Management Team Review— Wednesday, August 20, 2008 Prepared by: Kathie Bishop, Purchasing Coordinator - ext 4121 L:lJohn Gutteridge Director of Finance/Treasurer -83- GENERAL COMMITTEE - SEPTEMBER 21 2008 11TEM# 7-5 Ontario Hot Mix Producers Association ;: Ontario Hot Mix Producers Association AC Price Index ATTACHMENT #1 About OHMPA I Our Members I Education/Training Resources I. MTO 2001 2002 2003 2004 2005 2006 2007 2008 Jan $298.90 $258.80 $291.00 $283.75 $270.00 $312.20 $41420 $435.90 Feb $298.90 $268.80 $291,00 $283.75 $270.00 $312.20 $414.20 $435M Mar $298.90 $258.80 $327.50 $283.75 $270.00 $31220 $414.20 $435.90 Apr $289.25 $258.80 $349.75 $284.50 $270.60 $332.90 $508.60 $676.47 May $286.75 $260.OD $33925 $293.25 $282.80, $377.40 $5MOO $633.60 Jun $281.75 $273.50 $315.75 $283.75 '$285:5D $433.80 $505.45 $691.53 $288.76 $298.75 $281.25 $285.40 $522.05 $607.00 $845.53 Aug $287.50 $298.25 $281.25 $28U0 $521.45 $504.00 IDK$� $285.95 $282.60 $277.80 $302.75 $518.30 $475.60 $289.50 $289.50 $270.00 $310.00 $451.66 $451.35 $291.00 $283.75 $270,00 $312.20 $414.20 $435.90 9d $291.00 $283.76 $270.00 $312.20 $414.2D $435.90 Dedicated to Excellence in Asphalt Pavements T YaxwnB 8811(d8170t s 3 http://www.ohiiip,i.org/aepi/aepiView.asp 84 - 8/19/2008 GENERAL COMMITTEE - SEPTEMBER 25 2008 ITEM # ' s e e • s a -fi „�._n � x sR ;.Pis �P About OHMPA I Our Members I Educationlrraining Resources I MTO AG �[ Irrdtttrfirxt -^-? ,. 80D' ' ..._ s � _ —. .r. �j 1�-__a.�.— I u. r�..,s r1 2-ys} • r � - ._I _ s.. .,... — — - C ' 40.iY i E l`'iw) Dedicated to Excellence in Asphalt Pavements twv�«isa �Astroci9fiit liup://www.ofimpa.urg/aepi/GraphSuintnary.asp _ 85 - 8/19/2008 GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 8-1 TOWN OF AURORA AURORA GENERAL COMMITTEE REPORT No. PW08-034 SUBJECT: Parking Lot Lighting -- Mosaics Condominium and Canadian Tire Corporation FROM: llmar Simanovskies, Director of Public Works DATE: September 2, 2008 RECOMMENDATIONS THAT Council approve the recommendation to accept the maintenance and operating costs for three (3) street lights in the Canadian Tire parking lot to service residents of the Mosaics Community— York Region Condominium Corporation No. 920; and THAT Council direct staff to develop an Agreement with Canadian Tire Corporation to acknowledge the, transfer of responsibility. BACKGROUND At its meeting of June 26, 2007, staff presented Report ADM07-008 regarding a parking lot lighting dispute between Canadian Tire Corporation and the Mosaics Condominium Community located on Murray Drive west of Yonge Street. Council directed staff to assist with mediation between the two parties and resolve the issues. Staff has worked closely with both the Canadian Tire Corporation and the Mosaics Condominium Community and have negotiated a resolution acceptable to both parties which is the subject of this report. COMMENTS The three street lights being considered are identified in the Key Map attached as Appendix "A" and are currently owned and operated by Canadian Tire. These lights are operated during normal business hours and do not remain on through the night. The Canadian Tire access road is considered private property but is also a common access route for the Mosaics Community. Residents from that community are requesting that these lights remain on through the night similar to other town owned street lights. The Town's responsibility is to operate street lighting within municipal rights of way. Since these lights are not on a municipal right.of way, the town will be required to enter into an agreement with Canadian Tire detailing an operation and maintenance agreement. Although not a common practice, this type of arrangement will address the concerns of the residents. - 86 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 JITEM# 8-2 September 2, 2008 -2- Report No. PW08-034 Discussions with the parties have resulted in the following proposal: • Canadian Tire and the Mosaics community will cost share the work required to convert the existing lights to the Town's system on a 50/50 basis. • The Town will. enter into an agreement with Canadian Tire Corporation to formalized and acknowledge the maintenance arrangement. • The Town will issue a purchase orderto our street lighting Contractorto perform the works at a quoted cost of $9,195,00, plus GST. • Funding for this work will be collected in advance of the work proceeding. • Once converted, the three light standards will then become the responsibility of the Town. OPTIONS Recommendations as stated in this report. FINANCIAL IMPLICATIONS The cost of converting the three light standards is expected to be $9,195.00 plus GST. This cost will be covered by the two parties as agreed. , The annual operating .and maintenance costs will be assumed by the Town and are expected to be $360.00 per year for the three lights. These costs will be included in the street light operating budget: CONCLUSIONS An agreement has been reached to permit the Town to assume ownership of three street lights along a common private driveway that services both a Canadian Tire store and the Mosaics Community. The initial capital conversion costs will be paid for by the two parties, and the Town will assume all future operating and maintenance costs. This resolution will address street lighting safety concerns raised by the Mosaics Community, LINK TO STRATEGIC PLAN Goal D: Ensure transparent, accountable and open governance in concertwith informed and involved citizens. Objective C2: Enhance and promote public safety. Objective DI: Continue the commitment of fiscal responsibility and accountability. Objective D2: Enhance customer service. - 87 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 JITEM # 8-3 September 2, 2008 - 3 - Report No. PW08-034 ATTACHMENTS • Appendix "A" - Key Map showing location of streetlights PRE -SUBMISSION REVIEW Management Team Meeting —August 20, 2008 Prepared by. Peter.Horvath, Manager of Operations Services- Ext. 3446 dr-sGanovskis Director of Public Works 411111ZAAPIT01"T , 7qk 'F GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 9 - /-�— TOWN OF AURORA AURORA GENERAL COMMITTEE REPORT No.BA08-005 SUBJECT: Sign Bylaw Amendment-- Whitwell Developments Limited FROM: Tocha van Leeuwen, Director of Building Administration DATE: September 2, 2008 RECOMMENDATIONS THAT Report BA08-005 regarding a request from Whitwell Developments Ltd. To amend the permanentsign bylaw4898-07.P to allow foradditional wall signs for the Smart Centres development on the north side of Wellington Street East between Leslie Street and Highway 404 be received for information; and THAT Council enact implementing Sign By-law 5067.08.P to be brought forward at the Council meeting of September 9, 2008. BACKGROUND Building Administration has received a request from Whitwell Developments Limited, as owner of the lands, to amend the permanent sign bylaw to permit additional wall signs for the multi -unit buildings in the Smart Centres development located at First Commerce Drive and Wellington Street East. The first phase of the development received Site Plan approval in June of 2007 for a Walmart anchor store and nine perimeter multi -tenant pad buildings. The Zoning bylaw permits a mix of retail and service commercial uses. Building permits for the shell buildings were issued subsequent to the Site Plan approval with a requirement for further tenant improvement permits for the individual occupancies. To date Building Administration has issued 32 occupancy permits in phase 1.Only two units remain vacant. As retailers and service providers opened their doors to the public Building Administration began receiving requests for business advertising signs. Given the vastness of the development and the layout of the buildings almost all individual tenants were seeking sign variances to permit additional wall signs on the rear wail of their units particularly units facing the arterial roads. In order to be consistent and equitable to all businesses, staff recommended the developer approach Council with a request for a sign bylaw amendment to encompass the entire development. 90 - GENERAL COMMITTEE - SEPTEMBER 25 2008 11TEM # s-2 September 2, 2008 - 2 - Report No. BA08-005 The second phase of the development is well underway. Foundation permits have been issued fonnine buildings. Tenant occupancies are expected for spring of 2009. Similarly, tenants will be seeking business advertising signs at that time. The proposed bylaw amendment would apply to both phases of the development. COMMENTS The subject lands are zoned Business Park (BP-5) Exception Zone and were rezoned in 2005 to allow for a regional shopping centre. In 2007, staff initiated amendments to the sign bylaw mainly for the purpose of creating a temporary sign bylaw administered through a different Department and house cleaning the numerous errors contained within the bylaw. The permission for signage under the bylaw is dependant on the zone designation. The recent amendment recognized the business park zone designation by reference to either the Commercial Zones or Industrial Zones depending on the proposed use. Commercial Zones within the Town of Aurora are generally located in the downtown core and along arterial roads. Development within these zones is smaller and more compact in comparison to the Whitwell development. The sign bylaw permissions for commercial zones may not meet the business advertising needs of a regional shopping centre. Therefore staff is in agreement that the permanent sign bylaw should be amended to include provisions specific to the Business Park (BP-5) Zone. Smart Centres, as acting agent for the owner, has provided a transmittal letter (attachment #1) outlining reasons and justification for the request. They are requesting a secondary sign for all tenants that face a public or private street and are relying on the Urban Design Guidelines as the principle document for allowing the additional signs. Turner Fleischer Architects Inc.,. the architects who prepared the Urban Design Guidelines has also submitted a letter of support (attachment#2). In considering this request Building Administration has worked with Planning staff to ensure the integrity of the Urban Design. Guidelines is not compromised. Staff felt it was prudent to retain the services of the Town's consultant, Anne Mcillroy of Brook Mcllroy Inc, Smart Centres has agreed to cover the cost of the peer review. The proposal was circulated to Anne Mcllroy for comment and the Town is in receipt of the following. recommendations. The sign proposal and recommendations will result in Urban Design Uniformity. These large box commercial areas tend to be overly sterile in the design and corporate architecture. Sign design is a way to add the character of place, The proposed sign area for the secondary sign is appropriate. Whitwell Developments Ltd. is proposing a secondary sign with a maximum sign area of 0.57 square metres per linear metre of fagade with a maximum wall coverage of 15%. -91- GENERAL COMMITTEE - SEPTEMBER 2, 2008 JITEM # 9 - 3 September 2, 2008 - 3 - Report No. BA08-005 The primary sign -is permitte&at 0.75 square metres per linear metre of fagade with a maximum coverage of 20%. Whitwell has determined through consultants thatthe proposed smaller sign area is indicative of the size of sign required in order to be legible from approaching customers External illumination is preferred for signs along Wellington Street East and First Commerce Drive. Avoid Sign boxes as they do not add character to architectural design. The current sign bylaw is quite restrictive considering the type of development that is occurring. It is important that large shopping complexes such as this have appropriate signage to assist in customers finding their destination from numerous approaches. On a single tenant building allow for 1 additional sign on all elevations. For multi -tenant buildings allow for three signs for end units and two signs for interior units. The current bylaw allows for signs on two elevations with a maximum wall coverage of 20%. Staff is recommending the additional signs be limited to a maximum of 15% wall coverage with external illumination only. With respect to the recommendations from the peer reviewer staff is in agreement and has prepared an implementing sign bylaw amendment to be tabled at the Council meeting of September 9, 2008 with one exception. Staff has not included a prohibition on internally lit signs since all the buildings in phase have been constructed without wiring for external lights. Retrofitting the buildings at this point would be costly. Staff has also received sign details from all the tenants for phase 1 which indicate their corporate messaging. Sample drawings are attached to this report for reference. All the signs will be individual lettering internally lit. No sign boxes are proposed and the implementing bylaw will prohibit standard sign boxes for future tenants. For the single tenant buildings staff is in agreement with signs on four elevations with limitations and controls with respect to size and illumination. The amendments include a 15% maximum wall coverage for the additional signs with external illumination only. These provisions for single tenant buildings are geared toward phase 2 of the development where many of the buildings will be used solely as restaurants and financial institutions. Recognizing that signage is key for business viability and sustainability and has significant impacts Urban Design impact, staff from Building Administration and Planning and Development services are committed to reviewing the Site Plan process in 2009 thatwould include a much more comprehensive sign review at the early stages of future development. Staff is aware that a some tenants have erected secondary signs unlawfully and have advised the tenants that if the sign bylaw amendments are not enacted they will be required to remove the signs immediately. The unlawful signs do comply with the proposed amendments. Also there are some temporary banner signs that will be removed in accordance with the temporary sign bylaw upon approval of a secondary permanent sign. It should be noted that if Council enacts the sign bylaw amendments, staff will likely not be -92- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 9-4 September 2, 2008 - A - Report No. BA08-005 supportive of future sign variances for individual tenants. However there will be a request before Council in, the near future for the pylon sign for phase 2 of the development similar to the pylon signs for phase 1 which did receive approval from Council. Staff will be supporting the variance for the pylon sign and is currently working with Smart Centres on the appropriate location. OPTIONS 1. As recommended in this report 2. Council could deny the request for the sign bylaw amendment and impose the current bylaw restrictions. 3. Council could request staff to report back with a modified sign bylaw amendment. Staff would require some direction from Council on the modifications for this option. FINANCIAL IMPLICATIONS NIL CONCLUSIONS For reasons outlined in this report staff is in agreement that the current sign bylaw restrictions are not suitable for this type of regional shopping centre development. Staff is recommending site specific amendments to the bylaw to support the business needs of the tenants as well as add to the character of the development as a whole. LINK TO STRATEGIC PLAN Goal A: Foster and enhance a strong and stable economy consistent with the attributes of a sustainable community. Goal B: Promote a sustainable community that respects its historic culture and character and embraces diverse cultural development and renewal in harmony with sound environmental management and business development activity Objective Al: Develop economic opportunities to aid in the growth and progress of Aurora as a desirable place to do business Objective A2: Support the growth of a variety of businesses to encourage a sustainable business environment Objective A3: Increase the quantity and diversity of employment opportunities in Aurora to enhance local live/work opportunities and to promote efforts to reduce commuting through local economic initiatives -93- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 9 5 September 2, 2008 - 5 - Report No. BA08-005 Objective 131: Plan for the future to continue controlled and well -planned growth resources ATTACHMENTS Attachment #1 — Transmittal Letter from Smart Centres Attachment #2 — Letter of Support from Turner Fleischer Architects Inc. Attachment #3 — Samples of Signage PRE -SUBMISSION REVIEW Senior Management Team —August 27, 2008 Prepared by. Techa van Leeuwen, Director of Building Administration Ext, 4748 Tech van Leeuwen Director of Building Administration WOZIM GENERAL COMMITTEE - SEPTEMBER 25 2008 ITEM # September 2 2008 - 6 - Report No. BA08.005 CJWa&9ba aot+Gllil G7 700 Apprewood Crescent; Vaughan, ON, IAK 5X3 Telephone (905) 760-6900 Fax (905) 760.6202 April 17, 2008 i . Techa Van Lecuwen Chief Building Official . Town of Aurom I Municipal Drive, Box 1000 .. Aurora, ON L4G 011 Ite: Application for Amendment or Vaiiaum for Building Signs Whitwell Developments Limited Aurora Gateway Centre, Wellington Street East and FnstComa"ce Drive - Dear Ms. Van Leeuwen: Whitwell Developments Limited ("Whitwell") Is the owner of the lands treated on the nonh,side of Wellington Street East between Leslie Street and highway 404, in the Town of Aurora ((he "Aurora Gateway Centre'). The Aurora Gateway Centre lands are designated Business Park (BP-5) Exception Zone according to the Zoning Bylaw No. 2213 78. Whitwell requests an amendment to By-law Number 4898-07.P (the "Sign By-law) to permit sworulacy wall, awning or canopy signs on each wall/facade with public street, private roadway, pedestrian walkway or other public aces frontages within the Aurora Gateway Centre, The Aurora Gateway Centre is a regional serving shopping centre,cotnprised of a number of commercial buildings in a campus format. 'rho concept plan for the Aurora Gateway Centre was developed in consultation" with the staff and consultants of the Town of Aurora: - Urban Design Guidelines were prepared for die Aurora Gateway Centro by Tamer Fleischer Architects Inc, in consultation with the Town's urban design consultant. The Urban Design Guidelines were formally approved by Council of the Town of Aurora in May 2005.(the "Urban Design Guidelines"). - - The 'Urban Design Guidelines specifically address the issue of site signage (section 4.2) and building facades (section 8.3.1), The Urbarr Design Guidelines emphasize that all die facades of the buildings in the Amore Gateway Centre should be animated. In particular, the Urban Design Qddelivas provide that signage is to be located on all publicly visible facades (Urban Design Guidelines, section V.L12), The Sign By-law, section 530), limits the number of wall, awning or canopy signs on a business premises. It is reasonable wassumo the. intent of the Sign By -Law restrictions regarding wall, awing or canopy signs was primarily intended to regulate signs for smaller neighbourhood and community retail developments located in urban and downtown areas and are not directly applicable to the regional serving shopping centre format of the Aurora Gateway Centre. Accordingly, Whitwell requests that each tenant business promises in the Aurora Gateway Comic be - permitted to have one or more wall, awning or canopy signs on mob walUfagade that faces a public street, private roadway; pedestrian walkway or other public area The primary wall, awning or canopy sign will . be located above the :front entrance for each tenant and will comply with the rostricfions'of section 5.9 and 8(b). hi addition, it is proposed that one or.more secondary wall, awning or canopy signs be permitted on the other walisbfacades of the building. It is intended that secondary wall, awning or canopy signs will be Attachment #1 —Transmittal Letter from Smart Centres -95- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 9-7 September 2, 2008 - 7 - Report No. BA08-005 smaller (75%) than the primary wall, awning or canopy signs. Specifically, it is proposed that the aggregate area of the one or more secondary wall, awning or canopy signs on a wall shall have a maximum area of M7 mz per linear metre of the wall face on which they are located and shall not cover more than 15% of the total aggregate wall area on which they are located. The general location and size of the proposed secondary wall, awning or canopy signs is, contained on the drawings prepared by Tumer Fleischer Architects Inc., copies of which are attached to this application. We also enclose a letter report from Turner Fleischer Architects Inc. confirming that the proposed signs comply with the Urban Design Guidelines. :The specific amendment requested to the Sign By-law to permit the proposed secondary wall, awning or canopy signs on each tenant or business promise within the Aurora Gateway is set out below. ,In addition to the wall signs, awning signs and canopy signs permitted in section 5.7 and section 8(b), the following will be permitted in the Aurora Gateway Centre, BP-5 zone: To permit all business premises in the Aurora Gateway Centre to have one or more secondary wall signs, awning signs and/or canopy signs on each wall or facade that faces a public street, private roadway, pedestrian walkway or other public area, provided that on each, wall the aggregate area of the one or more secondary wall signs, awning signs or canopy signs shall be a maximum of 0.57 m' per linear metre of the wall face on "which they are located andshall not cover more than 15$b of the total aggregate wall area on which they are is located, In our opinion, the proposed additional secondary wall, signs am appropriate for the Aurora Gateway Centre. They are consistent with the Urban Design Guidelines that apply to theAmom Gateway Centre and conform with the general intent and purpose of the Sign By-law. The proposed amendment to the Sign By-law will'ensuie that the Aurora Gateway Centre becomes a successful and vibrant component of the Aurora community and astrong regional commercial hull. Application Submission Please find enclosed the 61lowing materials in support of the sign variance application: • Site Concept Plan of the Aurora Gateway Centre; • Two (2) dimensioned elevations of building facades with proposed signage; and • Letter from Turner Fleischer Architects Inc. regarding conformity to. the Urban Design Guidelines Should you have any questions, please contact the undersigned or Who I,akha at (goo 760-620o. Xours very truly, Ptakash David - 96 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # September 2 2008 - 8 - Report No. BA08-005 TURNER FLEISCHER ARCHITECTS' INC. 11 Techa Van Leeuwen Chief Building' Official Town of Aurora, 1 Municipal Drive, Box 1000 Aurora, Ontario L4G 6A Dear Mrs. Van Leeuwen, I- IVI )1 7 2008 Re: Amendment Application for Wall, Awning or Canopy Signs Aurora Gateway Centre Wiiftwell Developments Limited Wellington Street East and First Commerce Drive 67 Lesmill Road Toronto, ON M35 2T8 1e1416 425 2222 fax 416 425 6717 tussellrolUal.com www.Uatcom ' April 14, 2008 File 03.023 We are the architects who prepared the Urban Design Guidelines for the Aurora Gateway Centre in conjunction with and under review with the Town of Aurora's Urban Design' consultant Anne Molloy of Brook Mcllroy Inc. Please refer to Section 4.2 of the Guidelines which outlines the intention of the signage for all of the building facades, which are not only an integral part. of thedevelopment and design but will contribute to an 'artful and dynamic building presence". These signs are to be located'on all publicly visible facades (refer to Section 5.3.1). Signage is an important element of the centre and will contribute to the quality of the public realm. We have attached drawings "pad 09 Area" and "Multi 08 Area", which indicates the proposed signage criteria for a single tenant, pad building and a multi -tenant building. PrincipaM SeMorAssocie(es Assodales - PelerTumer BArM., ALP. P.O.], OAA, Claudia Rabaglno CAA, MRAIC einoolvtdo B.Tallh rah.Onsgn ' AAMI, NSAA, AAA, MAIBC, Ellen9enaky Clroarnof Finance Kojo La-Any'"a M.Sc. [Afch.1 OAA - r - MRAIC, KIP Jasul mccauley B.Tadr. rAmh.) 010- uah. Russell Pfelaaher BArch, OAA, AANB, NSAA, Davtd McConrmll AA.tli0,0AA,MRAIC AAPUI, AAA, MRAIC _ John Ohm BArch„ OAA, AAPEI, MNAA, -' AAA, MAIBC, MRAIC - Jar«nynoPe BARh.,MROAA' NSAA,anA, Attachment #2 - Letter of Support from MAIBC, MRAIC Turner Fleischer Architects Inc. P:rPmtA3g23100. Aamin�XynU7. LaUers1080414aeucrM1d.daa , ..: .... - 97 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 9 - 9 September 2, 2008 - 9 - Report No. BA08-005 TURNER FLEISCHER ARCHITECTS INC, - - It is our opinion that the proposed signage Is not only appropriate for.the Aurora Gateway Centre but Is an integral element inthe establishment of this successful centre in the Town of Aurora. Y.ourst Russeli Fleischer B.Arch., CAA, AANB, NSAA, AAPEI, AAA, MRAIC c.c.: Prakash David SmartCentres . Irfan Lakha SmartCentres -98- GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 9 - 10 September 2 2008 -10 - Report No. BA08-006 g � ^l w_ H9 NIg— J @ €y vx�2Y avz E u �z r.i . =4 'f, o 9 ❑�Qp pggzgtlA EMKPH % ` 1HP ci � . Q w Tr d: F$��Fjj E uuuSSS Tj ym ryryryw_ +� Attachment #3 "Samples of Signage -99— GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 9 September 2, 2008. -11 - Report No. BA08-005 ax/e; des � I y N M y ma 95 38 zd3`� a� full: - 100 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 �ITEM # September 2, 2008 -12- Report No. BA08-005o. V, 01 GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 10 - TOWN OF AURORA AURORA GENERAL COMMITTEE REPORT No. LSO$-043 SUBJECT: Naming of Municipal Parks FROM: Allan Downey Director of Leisure Services DATE: September 2, 2008 RECOMMENDATIONS THAT Council approve the name Jaekel Park for the new proposed Municipal Parkette within the Ballymore Development Corporation Subdivision in the vicinity of Bloomington Road and Bathurst Street Park; and THAT Council approve the name English Park for the new proposed Municipal Parkette within the Brookvalley (Aurora) Development in the vicinity of Bayview avenue and Vandorf Road, and THAT appropriate signage be erected on these sites indicating that the lands have been named and identified as noted for future park use. BACKGROUND With the conveyance of municipal park land within the Ballymore and Brookvalley Homes Subdivision developments it will be necessary to appropriately name these parks. As such and in accordance with the Towns Facilities Naming Policy the names for these parks have been selected through a process whereby the naming rights to these Parks were purchased via a significant individual donations. These donations were the result of the Town of Aurora participationg in the Southlake Regional Health Centres Expansion Fund Raising event in 2007 by auctioning off the naming rights to the highest bidder with all proceeds being returned to South Lake Regional Health Centre. In view of this situation and to complete this naming process it is necessary to officially dedicate these park names to the actual parks and proceed with preparing the standard park signage for installation on the sites. - 102 GENERAL COMMITTEE - SEPTEMBER 2, 2008 JITEM# 10 - 2 September 2, 2008 - 2 - Report No. LS08-04 COMMENTS Given the fact that these parks have not yet been constructed it may be necessary to install temporary name signs in the vicinity of the proposed park, Staff would suggest that the signs display the following content on an interim basis only, e:g. "Future home of Jaekel Park" and "Future home of English Park" OPTIONS 1. No viable options exist in this matter as the Corporation is committed to honouring the donation in this regard FINANCIAL IMPLICATIONS Funds in the amount of $250.00 for the purchase and installation of temporary signage.are available in the following Parks Operating account # 1-4-07302-4049 Park Signage CONCLUSIONS That Council approve the names Jaekel Park and English Park and authorize staff to proceed with installing temporary signage in each location. LINK TO STRATEGIC PLAN Goal D: Ensure transparent, accountable and open governance in concert with informed and involved citizens Objective D1: Continue the commitment of fiscal responsibility and accountability Objective D3: Be accountable and transparent to residents by ensuring open and accessible information flow and accessible decision -making Objective D4: Create a respectful environment that fosters teamwork and open dialogue, consistent with a Character Community. These Objectives acknowledge the responsibilities required by governance that contribute to informed and involved citizens. ATTACHMENTS Attachment #1 Jaekel Park Location Plan Attachement #2 English Park Location Plan - 103 GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 10-3 September 2, 2008 - 3 - Report No. LS08-04 PRE -SUBMISSION REVIEW Management Team Review — Wednesday, August 20, 2008. Prepared by. Jim Tree, Manager of Parks Ext. 3222 Lv Allan Downey, Director of Leisure ondces - 104 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # '0-4 ATTACHMENT1 LOCATION PLAN GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 10 - 5 ATTACHMENT VANDURF ROAD ��'• ,� BLOCK 76 3 .] MANAG£MENTT POND Q 2 a 6 A S1REE� Al � y 7 d I g 97 46 45 A4 43 42 41 40 39 o I9 71 38 j48 EXIVIx6 72 73 37 1 10 IxM A¢ xonc b+ 49 C--!::] 74 36 I� 11 50 70 12 51 69� 75 35 34 13 52 68 33 53 64 3 BLOCK 7 14 � 54 67 66 65 32 t: 63 31 BLOCN HI 15 55 WALKWAY 16 56 30 C _ J7 57 5059 60 61 62 29 CXISITIG BUN ?8 Lan IIBUSC 18 OPFN SPACE 19 20 21 22 23 24 25 26 27 _.....4.._� 90 N FU .. _ ... _. OPEN SPACE GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # 11-1 TOWN OF AURORA AURORA GENERAL COMMITTEE No. PL08-094 SUBJECT: Application for Site Plan Approval -Revised Access/Median Design for the Bayview-Wellington Commercial Site Plan Development Rice Commercial Group D11-03-07 FROM: Marco Ramunno, Director of Planning and Development Services DATE: September2, 2008 . RECOMMENDATIONS THAT Council receive as information the revised access/median proposal for site plan application D11-03-07; and, THAT Council determine their position on this matter. BACKGROUND At the Council meeting of August 12, 2008, the applicant appeared as a delegation requesting Council's reconsideration of access to the subject property that was previously considered at the June 10, 2008 Council meeting. The applicant advised that an alternative access arrangement had been designed and the associated supporting traffic reports had been prepared which would minimize impact to the median on Wellington Street East. Council passed the following resolution: "THAT Council approve re -consideration of the matter pertaining to access into the Aurora Gateway Centre at Bayview Avenue and Wellington Street East." Accordingly, this report outlines the proposed alternative access arrangement proposed by the applicant for Council's reconsideration as well as staffs comments on said proposal. PROPOSAL As illustrated on Figures 3 thru 5, the applicant is now proposing an alternative access arrangement to the subject property that consists of left-in/right-in/right-out movements from Wellington Street East in lieu of a full moves signalized intersection. Access to the site would also include a right-inlright-out from Bayview Avenue and would also have an interconnection to the abutting properties to the north. The design of the proposed alternative access arrangement incorporates a 40 metre storage component and a 30 metre taper length resulting in approximately 190m2 of the - 107 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # "- 2 September 2, 2008 - 2 - Report No. PL08-094 Wellington Street median being removed. The applicant has estimated that approximately 6 median trees will be lost however, the applicant is willing to compensate the loss in additional plantings or the replacement of these trees elsewhere along the median. The applicant is also proposing to use a similar roll-over curb design (as is the case further west along the median where the flagpoles are located) with the same coloured concrete material used elsewhere along the median. Further, As part of the Traffic Report prepared by Cole Engineering a site line assessment was also undertaken. This assessment concluded that based on the design of the proposed left -in access, appropriate sight lines for vehicles would be maintained and none of the existing vegetation, beyond the area that is proposed to be removed, would be required to be removed to accommodate the proposed left -in access. The applicant has submitted a revised site plan illustrating the alternative access arrangement described above accompanied by a Traffic Report prepared by Cole Engineering dated August 7, 2008 to Town Staff and the Region of York Transportation and Works Staff. Town Staff and Region of York staff have reviewed said documents and have provided comments outlined below. Planning and Development Services Planning Staff have reviewed the proposed alternative access arrangement.. The previous proposal for full moves access to the subject property required a 37m storage length, a 35 metre taper, a 30 metre deceleration length in the easterly direction, and, a 15m storage length, a 30 metre deceleration and a 30 metre taper in the westerly direction. Accordingly, this would have resulted in the removal of 625m2 of the median. To facilitate the current proposal, only a 40 metre storage component and a 30 metre taper length is required thereby resulting in approximately a 190m2 area of the median being removed. This represents a significant reduction of area that is proposed to be removed, and the proposed use of similar materials, namely, coloured concrete and rolled curbs, as is used elsewhere along the median will maintain the appearance of the median and provide the lookof continuity. Public Works The Town's Public Works staff advise they have no objection to the proposed right-inlright- out/left-in access arrangement proposed by the applicant subject to the following: ■ the Region providing comments on the geometric suitability of both accesses from Wellington Street East and Bayview Avenue; • that the commercial property (Aurora Toyota Dealership) acknowledge in writing - 908 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # "-3 September 2, 2008 - 3 - Report No. PL08-094 thatthey are in agreementwith the proposed access arrangement and thattheywill not be requesting and/or requiring additional accessibility to their site from Wellington Street East; • any financial securities associated with the site plan agreement be adjusted accordingly; and, • that Lake Simcoe Region Conservation Authority review the proposed access arrangement regarding any stormwater management issues that may relate to the revised access arrangement. . York Region Transportation and Works York Region Transportation staff have also indicated that they have no objection alternative access arrangement proposed taking into taking into consideration the Town's desire to maintain as much of the median island as possible, and in light of their earlier indication that itwould consider an access at this location provided that suitable minimum standards could be achieved. York Region staff offer their endorsement of this revised access conditional upon the following: ■ additional design efforts being made to consider/add provisions to try to preclude left turns to/from the opposing entrance on the south side of Wellington Street East, subject to York Region approval; • the applicant's agreement that York Region reserves the right to provide additional technical design requirements for the median, the access, and entire .site plan once a revised detailed fullsubmission is made; and, • the submission is supplemented by the written confirmation from the land -owner (Aurora Toyota) on the south side of Wellington Street that they have no objection. OPTIONS . Council has the following options regarding the subject site plan application: Option 1: As stated in the Recommendation section of this report; or, Option 2: Direct staff to report back to Council addressing any issues that may be raised at the General Committee Meeting. FINANCIAL IMPLICATIONS There would be no financial implications to the municipality associated with the proposed left turn access design to the subject lands since all construction costs would be incurred by the applicant. As part of the site plan approval process, development charges, securities and other fees have already been received for this commercial development. - 109 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # September 2 2008 - 4 - Report No. PL08-094 LINK TO STRATEGIC PLAN Goal B: Promote a sustainable community that respects its historic culture and character and embraces diverse cultural development and renewal in harmony with sound environmental management and business development activity Objective 131: Plan for the future to continue controlled and well -planned growth Link to Goals and Objectives Critical review of the subject application through the Site Plan approval process contributes to the development of a well -planned and sustainable community. CONCLUSIONS Regional and Town Staff have reviewed the alternative access arrangement for the Bayview-Wellington commercial development and are of the opinion that access from Wellington Street East as proposed will function appropriately while protecting .the existing landscaped median to the greatest extent possible. ATTACHMENTS Figure 1: Location Plan Figure 2: Revised Site Plan with Left -In Access Figure 3: Details of Left -in Access Figure 4: Existing Median Figure 5: Median with Proposed Left -In Access Appendix A: Letter from John Chapman (Owner of Aurora Toyota Dealership) PRE -SUBMISSION REVIEW Management Team Meeting - August 27, 2008. Prepared by: Deborah Gfannetta, M.Sc.PI, Planner Extension 4347 Marco Ramunno, M.C.I.P., R.P.P. Director of Planning and Development Services timer Simanovskis Director of Public Works - 110 - GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # " - 5 �ftazr- c 6m o � rob3>_ m �O �Z Z a � s CD c, m o Hydro Corridor 101 SAYVIEWA VENUE GENERAL COMMITTEE - SEPTEMBER 2, 2008 ITEM # " - s „o�� m c'm m a q C m M �v orn Fwr m II,IW � �I .-• 7 . I If I � I l COO)idi \`� lilt �I�` YJ �FH B la ..,7 (I[ 6h- r Ww+- T —F S -_ - I lir z III It � - �. � xf b w w a 5. m co 712 -