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AGENDA - General Committee - 20150309 TOWN OF AURORA ADDITIONAL ITEMS (REVISED) FOR SPECIAL GENERAL COMMITTEE 2015 BUDGET REVIEW MEETING Monday, March 9, 2015 (continued from February 23 and March 2, 2015) 7 p.m. Council Chambers  Item 8 – CFS15-012 – Central York Fire Services Budget Update and Funding Strategy RECOMMENDED: THAT Report No. CFS15-012 be received; and THAT the six-year strategy for funding Aurora’s share of the Central York Fire Services budget be approved as outlined in Report No. CFS15-012.  Item 9 – Memorandum from Chief Administrative Officer Re: 2014 Business Plan Report Card RECOMMENDED: THAT the memorandum regarding 2014 Business Plan Report Card be received for information.  Item 10 – Memorandum from Chief Administrative Officer Re: Potential Budget Reductions RECOMMENDED: THAT the memorandum regarding Potential Budget Reductions be received for information.  Item 11 – Memorandum from Financial Analyst Re: 2015 Operating Budget Binder Documents RECOMMENDED: THAT the memorandum regarding 2015 Operating Budget Binder Documents be received for information. Special General Committee – 2015 Budget Review Meeting Additional Items (Revised) Monday, March 9, 2015 Page 2 of 2  Item 12 – 2015 Operating Budget – Water & Sewer Budget (Binder Tab 8) Ilmar Simanovskis, Director of Infrastructure & Environmental Services RECOMMENDED: THAT the presentation by the Director of Infrastructure & Environmental Services be received for information. GENERAL COMMITTEE REPORT No. CFS15-012 SUBJECT: Central York Fire Services Budget Update and Funding Strategy FROM: Dan Elliott, Director, Corporate & Financial Services - Treasurer DATE: March 9, 2015 RECOMMENDATIONS THAT Report No. CFS15-012 be received; and THAT the six-year strategy for funding Aurora’s share of the Central York Fire Services budget be approved as outlined in Report No. CFS15-012. PURPOSE OF THE REPORT To update General Committee on the status of the 2015 budget for Central York Fire Services (CYFS), the likely impact of the draft Fire Master Plan Update (FMPU), and to provide a multiyear funding strategy for the Town of Aurora to mitigate potential significant impacts of the Fire Master Plan Update recommendations. BACKGROUND CYFS is a borderless service shared by Newmarket and Aurora. Its annual operating and capital budget are first reviewed and recommended for adoption by the Joint Council Committee (JCC) charged with overseeing the joint service. The budget for CYFS is shared using an agreed upon cost sharing formula. Aurora’s share is approximately 40%. During 2014, the Fire Master Plan was to be updated, however due to the election, the presentation of the recommendations arising from the plan were first presented to the JCC in early 2015. However, due to coincidental timing, the annual budget for CYFS was also presented, as was a multi-year forecast outlining the financial implications of the recommendations of the FMPU. COMMENTS Analysis of the budget materials, the operating forecast, and the financial impacts of the FMPU, the cost of operating the CYFS will increase a total estimated amount of $8.1 million dollars by the year 2020, assuming all recommendations of the FMPU are TOWN OF AURORA March 9, 2015 - 2 - Report No. CFS15-012 implemented, and the remaining items from the old FMP are also implemented as follows: • 2014 to 2015 base budget increases recommended by JCC $545,158 • New items now included in JCC recommended 2015 budget in addition to base increase above: $476,611 • Additional base budget inflationary pressures 2015 to 2020 $3,454,886 • Additional fire crew and station full year cost by 2020 $2,810,042 • Additional support positions, programs, wellness by 2020 785,081 $8,071,779 Based on the above, from 2014 approved budget levels, the cost of CYFS is expected to increase a total of just over $8Million by 2020, regardless of when the initiatives of the new FMP are implemented prior to that year. (It is assumed they will all be implemented by 2020). JCC will determine which new initiatives, programs or staffing will be approved in each year, including part year funding if desired. Aurora’s share of this total $8Million increase, using 2015 apportionment of 40.23%, is $3,247,000. Staff recommend phasing this increase in to the tax budget of Aurora equally over the six year period from 2015 to 2020. This approach would result in the CYFS line item within Aurora’s budget to be increasing approximately 5.4% per year in this period. To fund this, it is recommended that a 1.3% of prior year tax levy be the annual increase for the Town’s fire budget over this period, allowing an even spread of tax rate pressure over the period. Any variance in the actual final detailed approved CYFS budget and the Aurora funding amount will be transferred to/from the Town’s Tax Rate Stabilization Reserve. For 2015 the following table summarizes the differences between the expected budget and the recommended funding plan: Actual Budget from JCC Smooth Funding Proposal Difference Combined CYFS budget $23,070,791 Aurora share 40.23% $9,281,400 $9,271,500 $9,900 (last year + 1.3% TR) Fund from reserve March 9, 2015 - 3 - Report No. CFS15-012 The above table shows the impact of this smoothing proposal is relatively minor for 2015, however the differences could be significant in the next five years, and vary each year. The variance will arise based upon the final CYFS budget approved by the JCC and Aurora’s updated proportionate sharing percentage each year, The funding proposal will assure predictable tax rate pressures for Fire Protection for Aurora residents for the next six years, including 2015. Any required draws from stabilization will be recovered from years in which the actual CYFS budget is less than the smoothed amount included in the budget. LINK TO STRATEGIC PLAN Recognizing future significant tax rate pressures and mitigating them over time is an emerging best practice. Smoothing the tax pressure over time enhances the predictability of taxes and reduces annual volatility of tax pressures. Such actions support the Strategic Plan principles of Leadership in Corporate Management, and Progressive Corporate Excellence and Continuous Improvement. ALTERNATIVE(S) TO THE RECOMMENDATIONS Committee may recommend alternative funding strategy for the significant cost increases expected for CYFS over the next six years. FINANCIAL IMPLICATIONS The Town is faces with cost increases of approximately $3.25 million within the next six years for fire services costs as the service expands to meet growth of the community. This represents just under 10% of the current tax levy. The Joint Council Committee responsible for the service will determine exactly when these costs will begin to be incurred. As these costs come on line, the potential exists they will create volatility in annual tax increases in the period. The recommended strategy is to implement a fixed 1.3% tax increase each year for six years to fund the expansion and improvement of the fire service. Any surplus or deficit in any one year from the actual approved CYFS budget will be transferred to or from the tax rate stabilization reserve. For 2015, the reserve transfer is $9,900 from reserve. CONCLUSIONS Staff recommend implementing the outlined smooth funding strategy for the expected $3.25 million increase expected in the next six years for Aurora’s share of the Central York Fire Services budget. A dedicated 1.3% tax increase in necessary each year, and March 9, 2015 - 4 - Report No. CFS15-012 will accommodate expected inflationary pressures on the base costs, plus the incremental costs outlined in the draft Fire Master Plan Update document, currently before JCC for consideration. PREVIOUS REPORTS ATTACHMENTS Attachment #1 — Modified version of CYFS multi -year operating forecast presented at the JCC meeting of February 3, 2015, with highlights which support the values included in the body of this report. PRE -SUBMISSION REVIEW CAO and Treasurer only following JCC meeting of March 3, 2015 Prepared by. Dan Elliott, Director of Corporate & Financial Services - Treasurer r_ Daya,Elliott, OE.,V, CA rector of Corporate & Financial Services - Treasurer A r el Garbe ` Chief Administrative Officer 2014 Budget 2015 Forecast 2016 Forecast 2017 Forecast 2018 Forecast 2019 Forecast 2020 ForecastBASE BUDGET22,049,022 22,594,180 23,254,486 23,923,320 24,611,644 25,320,029 26,049,067Increase from prior base budget660,306 668,834 688,324 708,385 729,038 3,454,887Increase from prior base approved for 2015 545,1582.47% 2.92% 2.88% 2.88% 2.88% 2.88%PROPOSED NEW ITEMS/ENHANCEMENTS/FMPWellness130,500 130,500 130,500 130,500 130,500 130,500 Assistant Deputy Chief167,700 172,731 177,913 183,250 188,748 194,410 Additional training officer137,998 142,138 146,402 150,794 155,318 159,978 P/T AA to fulltime15,413 15,721 16,036 16,356 16,684 17,017 Training initiative25,000 25,000 25,000 25,000 25,000 25,000 New items approved by JCC for 2015 funding 476,611 AA for training77,625 79,178 80,761 82,376 84,024 Safety educator (life safety educator)119,998 123,598 127,306 131,125 135,059 139,111 Fire inspector119,998 123,598 127,306 131,125 135,059 139,111 Additional firefighters crew- 346,075 1,120,295 2,045,557 2,566,125 2,810,042 Support cost42,509 41,059 72,777 110,559 132,175 142,748 Network & Communciations Coordinator126,659 129,192 131,776 134,412 137,100 139,842 HR consultant126,659 129,192 131,776 134,412 137,100 139,842 Recovery16,982- 16,574- 26,947- 39,292- 46,384- 49,889- Total4,071,734 JCC approved for 201522,049,022Excl. crew -2,810,042545,158 Excl 2015 new -476,611476,611Other additional items 785,08123,070,791CENTRAL YORK FIRE SERVICES FORECAST2016-2020 increases total Au.",o®RA yowYe, tooe,6Co 100 John West Way Box 1000 Aurora, Ontario L4G 6J 1 Phone: 905-727-3123 ext. 4744 Email: ngarbe@aurora ca www.au ro ra.ca MEMORANDUM DATE: March 9, 2015 TO: Mayor Dawe and Members of Council FROM: Neil Garbe, Chief Administrative Officer RE: 2014 Business Plan Report Card RECOMMENDATIONS Town of Aurora Administration Department THAT this memorandum regarding the 2014 .Business Plan Report Card be received for information. COMMENTS Further to the request made by Council at the February 23, 2015 Special General Committee Budget meeting, attached to this memorandum is the 2014 Business Plan Report Card. ATTACHMENTS Attachment No. 1 2014 Business Plan Report Card ; I N /J--- � I Neil Garbe, Chief Administrative Officer 2014 Business Plan Report Card COMMUNITY GOAL - Supporting an exceptional quality of life for all DEPT. GOAL STATUS CAO Continued pursuit of obtaining Bronze (Level 1) Certification of Excellence Canada - Progressive Excellence program. COMPLETE CAO Work to establish a more robust and corporate wide performance measurement system that will help with overall accountability; and review and evaluate key performance indicators where appropriate ONGOING - KPI refinements CAO Complete the Town’s website reconstruction project which will provide improved functionality and search capability as well as, implement new Town applications (“apps”) to provide improved information dissemination and communications through hand-held devices. COMPLETE. New options ongoing. CAO Exploring options for the establishment of a meeting room which supports the live-streaming of Citizen Committee meetings ONGOING - Project now linked with its training room proposal and 2015 Town Hall A/V improvements. CAO The improved co-ordination of print and online advertising in order to improve overall advertising effectiveness and cost efficiency ONGOING. Special events now with corp communications. Financial efficiencies incorporated into 2015 budget. CAO Conduct a follow up Employee Engagement Survey to benchmark improvements from the 2011 Survey ONGOING anticipated roll-out fall 2015 CAO Continually review and enhance Corporate Human Resources Policies to ensure equality, consistency and balancing the needs of employees with organizational challenges. Solicit Employee feedback in determining policy outcomes COMPLETE CAO Continue capitalizing on N6 Partnerships with respect to Leadership Development, Employee Education and coordination of heath and benefits review COMPLETE – 2015 N6 calendar has been published. BBS Continue to monitor and update the Accessibility Plan in order to ensure compliance with the standards set out by the Accessibility for Ontarians with Disabilities Act and the Ontarians with Disabilities Act 11 Projects completed identified in Accessibility Plan and Accessible Website BBS Continue to work towards the removal of further barriers for persons with disabilities, replacing them with viable solutions which will include the establishment of policies and programs that enhance the accessibility of new and existing facilities and infrastructure As noted directly above. LLS Establish policy re: use of corporate resources during election period and review all policies & by-laws for election to ensure compliance COMPLETE LLS Report to Council regarding questions on the ballot for wards and reduction of councillors COMPLETE LLS Implement election plan & successfully conduct election COMPLETE LLS Review and update the Delegation Policy; Real Estate Policy (Administration Procedure No. 55); Notice Provisions Policy (Administration Policy No. 62); and Accountability and Transparency Policy (Administration Procedure No. 67), pursuant to subsection 270(1) of the Municipal Act, 2001, S.O. 2001, c. 25, as amended INCOMPLETE (project deferred due to 2014 municipal election; expected completion date of q3 2015) LLS Monitor litigation and administrative tribunal proceedings, taking an active role in same where appropriate ONGOING (operational requirement) LLS Identify, update, and create document precedents for client departments (one per department) to improve corporate efficiency and aid corporate standardization while adhering to risk management strategies of the Town COMPLETE CFS Deploy leading technology in telephony and Customer Relationship Management systems in support of the Town’s Customer Service initiative DELAYED – to complete Q2 2015 CFS Continue to explore partnership opportunities for efficiency in government with our neighbouring municipalities OGOING - IT initiative with NM + others CFS Ensure that useful information regarding the town’s finances, budgets, taxes and utility account processes is available to the community through our internet website Complete CFS Expand the provision of public wireless internet access at Town facilities COMPLETE PDS Continue to coordinate the corporate review of development applications and growth management initiatives with internal and external stakeholders in a comprehensive and timely manner in effort to ensure stable economic growth and that the public interest is served ONGOING PDS Prepare the Southeast Old Aurora Heritage Conservation District Study, Plan and design guidelines ABANDONED PDS Prepare subdivision agreements for the six (6) 2C Draft Plans of Subdivision ONGOING PDS Update the Evaluation of Heritage Resources within the TOA ONGOING PDS Develop a financial incentive program for the preservation of designated heritage properties COMPLETE PDS Update departmental documents and templates in order to accommodate Cityview II (Development Application Tracking System) which will improve efficiency and standardization of the overall planning process COMPLETE PDS Complete a Tertiary Plan examining the key re-development blocks, pedestrian accommodations and links to planned transit for the north Aurora Promenade DEFERRED BBS/LLS Create an Animal Control By-law, consolidating By-law Number 4747-05.P (regulating various matters relating to the licensing and control of dogs) and By-law Number 4749-05.P (prohibiting and regulating the keeping of and being at large or trespassing of cats and for requiring the identification of such animals), in consultation with Building & By-law Services COMPLETE BBS Continue to advance Access Aurora through the phasing in of additional services, the building of a corporate knowledge management system, developing performance measures, evaluating and monitoring data and trends with a view of continuous improvement Additional services phased in with LLS reorganization. First phase of KMS complete. Some data collection obtained. BBS Review the new 2012 Building Code (effective January 1, 2014), COMPLETE identify and implement any required changes, educate clients on major changes and complete staff qualification maintenance as required by the new Building Code Act BBS Review the Memorandum of Understanding with Fire Services and investigate the feasibility of providing all review and inspections of building code matters in-house Review of Fire Services underway with the objective of process improvements. Opportunities and options TBD. BBS/IES Clarify and document the roles and responsibilities of BBS and IES with regards to the processing of swimming pool enclosures COMPLETE Policy reviewed and updated in 2014 to better align with both department objectives. BBS/LLS Create and implement a new Administrative Policy and Protocol with respect to marijuana grow operation response and cost recovery, in consultation with Building & By-law Services DEFERRED (Project came out of request from Region of York to all lower- tier municipalities – need further input from all municipalities & region regarding cost recovery; marijuana grow-op response procedures for staff already in place) IES Continue to review service levels and cost effectiveness of Town infrastructure in order to support future population growth while maintaining appropriate services levels for existing communities ONGOING Updated capital delivery processes and work flow, revised fleet delivery and updating Maximo work flow to automate processes, review underground locates and identified opportunities for improvement to better leverage OneCall services. IES The roll out of the Aurora led Safe Routes to School program as a joint initiative between the 9 municipalities, York Region, and the school boards with an intention of improved coordination of school requirements with traffic management COMPLETE Aurora approved policy in Dec 2013. Policy was distributed to other municipalities for adoption. None have followed through as of yet. IES Complete a detailed service level review of roads and winter maintenance functions and make recommendations to Council on any required service level adjustments COMPLETE Report to Council on revised service levels and updated policies Sept 2014 PRS Proceed with the new sponsorship signage program at the SARC and other Town facilities COMPLETE PRS Creation of a Public Art Policy DRAFT COMPLETED - To be presented to Council in Q1 PRS Finalization of a plan for the management and display of the Aurora Historical Society Collection COMPLETE PRS Continue to explore recreational partnerships for the delivery of programs and services ONGOING PRS Development of a Cultural Master Plan for the Town of Aurora COMPLETE PRS Review and recommend revisions to service Pricing Policy ON PRAC AGENDA FOR Q1 ECONOMY GOAL: ENABLING A DIVERSE, CREATIVE AND RESILIENT ECONOMY CAO Continue to work towards the goal of attracting a post-secondary institution to Aurora ABANDONED – YorkU selected Markham CAO Kick off workshop and strategy to liaise with Downtown businesses pertaining to the establishment of a Business Improvement Association (BIA). COMPLETED Also see next steps memo dated Feb 23, 2015 CAO Proactively provide corporate messaging for events and issues affecting the Town’s business ONGOING CAO As a next step to the 2013 Service Level review will commence the implementation of several efficiency and effectiveness initiatives ONGOING CAO The initiation of a Northern Six (N6) shared service study COMPLETE LLS Clarifying legal ownership of the parking lot adjacent to Temperance Street in order to facilitate the objectives of the Promenade Study. INCOMPLETE (anticipated Q3 2015; delay due to resource issues and difficulties with submission of materials to land registry office) LLS Standardize bid documents and develop purchasing policies and procedures ONGOING (added new parameters to project to clean-up procurement files, revise procurement by-law, and prepare for a procurement audit in 2016) CFS Continue to maintain and monitor the Town’s ten year capital investment plan, which outlines fiscal and operational plans for maintenance of our community infrastructure, while balancing need with affordability ONGOING CFS Complete the formal documentation which will include the purposes for each of the Town’s reserve funds and make it readily available to all stakeholders through the Town’s website COMPLETE CFS Complete the early update of the Town’s Development Charges bylaw in an effort to optimize growth contributions which are required for the expansion of infrastructure to accommodate growth COMPLETE – non- res. Split pending Q1 2015 CFS Development of scope and plan details for the creation of a 25 year fiscal analysis and plan, leveraging the work done in our recent ten year capital plan, reserve fund strategy and development charges update. A long range fiscal plan will help to ensure the long term financial sustainability of the corporation and thereby the DEFFERED to 2015 community’s infrastructure PDS Administration of the Community Improvement Plan (CIP) for the Aurora Promenade ONGOING PDS Continue to pursue the creation of a Bio-medical campus within the Town of Aurora ONGOING PDS Investigate the feasibility of establishing an Entertainment District in the TOA DEFERRED PDS Continue to pursue the creation of an Innovation Centre in the TOA ONGOING PDS Commence the delivery of the Business Concierge Service ONGOING PDS Begin the implementation of the Business Retention & Expansion action plan ONGOING PDS Development of a climate change management strategy which will be focused on risk mitigation and asset protection for increased community resilience ONGOING – Risk mitigation workshops held BBS Continue with the Sign Bylaw Review which will include public and stakeholder consultation and the drafting of an amending bylaw for enactment Public Consultation ongoing, Draft Bylaw in progress BBS Review and amend building permit fees in order to ensure the stability of applicable reserve funds COMPLETE IES Implementation of a program which will replace black garbage bags with clear bags with the intent of promoting recycling through increased awareness ONGOING Program approval initiated in Jan 2014. Seeking Council direction on spring 2015 launch approval PRS Creation of a report with recommendations in regards to the disposition of Town-owned lands ONGOING Report to Council in Q3 NATURAL ENVIRONMENT GOAL: SUPPORTING ENVIRONMENTAL STEWARDSHIP AND SUSTAINABILITY CAO/PDS Commence the utilization of the Value Natural Capital Assets report as part of the development approvals process and for enhancements to the existing natural assets COMPLETE – PDS to prepare implementation OPA CAO Investigate opportunities for an Environment Interpretation Centre within the Town of Aurora as part of the Stronach eco-park project ECO-PARK BY-LAW APPROVED. LLS/CFS Continue to implement electronic records & document management plan (TRIM) phases 3 & 4 (less paper usage) ONGOING (multi-year project with expected completion date of q4 2016) LLS/CFS Implementation of Agenda.Net (electronic meeting management software) – less paper usage ONGOING (initial vendor contract cancelled and new capital project with revised scope of work approved by council in 2015 capital budget; expected completion in Q1 2016) CFS Through the town’s budget process, will coordinate with Council in order to ensure that adequate funding is available to corporately implement projects and programs which will advance our goal of supporting environmental stewardship and sustainability COMPLETE CFS Evaluate and implement methods and systems in order to reduce paper and labour that are required for our routine transaction systems, including e-billing for water and taxes if possible DIFFERED to 2015 PDS/IES Coordinate and support the implementation of the Corporate Environmental Action Plan which will include initiatives such as performing energy retrofits at Town Hall and the rainwater harvesting pilot project ONGOING PDS Development of sustainable development guidelines to be applied to all development applications ONGOING PDS Establishment of Green House Gas reduction targets for the Corporation ONGOING PDS Continuation and expansion of the Employee Bike Share Program ONGOING PDS Support the development of a solar PV system at the Stronach Aurora Recreation Complex ONGOING PDS Commence the delivery of corporate environmental education programs ONGOING BBS/LLS/EIS Review and amend Fill By-law in consultation with Legal Services and IES DEFERRED IES Continue to create and promote waste diversion education programs in partnership with York Region through the development and implementation of the Integrated Waste Management Master Plan COMPLETE - IWMMP reported to Council Dec 2013 with outcome of plan. A detailed work plan was reported to Council Sept 2014 IES Proceeding with the goal of achieving the Town’s first LEED Gold building certification for its new Joint Operations Centre ONGOING Building designed with LEED gold target, final certification level will depend on total eligible point achieved with final certification being either Silver of Gold to be determined at completion of project. IES Submit five year energy conservation and demand management plans to the Province of Ontario by July 1, 2014 as required through current legislation. Complete Documentation and plan submitted to Province IES Implement the conversion of all Town’s street lights to low energy LED lighting ONGOING Investigation of LED delivery options with report to Council Sept 2014. Recent updates to delivery model has staff favouring LAS program as preferred delivery model. Council report planned for Q1/2015. PRS Continue to work with the development community on the servicing and construction of parkland and Open Space within the 2C Planning area ONGOING AV ��i�11 yowYe, 1�& Goon coley 100 John West Way Box 1000 Aurora, Ontario L4G 6J1 Phone: 905-727-3123 ext. 4744 Email: ngarbe@aurora.ca www.au rora.ca MEMORANDUM DATE: March 9, 2015 TO: Mayor Dawe and Members of Council FROM: Neil Garbe, Chief Administrative Officer RE: Potential Budget Reductions RECOMMENDATIONS Town of Aurora Administration Department THAT this memorandum regarding potential budget reductions be received for information. COMMENTS Further to the request made by Council at the March 2, 2015 Special General Committee Budget meeting, attached to this memorandum is a breakdown of potential budget reductions. ATTACHMENTS Attachment No. 1 Potential Budget Reductions — March 9, 2015 tlJ6 1 Neil Garbe, Chief Administrative Officer Potential Budget Reductions - March 9, 2015 Item Current Proposed Savings Comments Building fees Overhead Charge $97,200 $50,000 $47,200 Increase allocation of fire costs to Building Services Stablize Recreation Program Revenue $99,900 $50,000 $49,900 Analyze revenue in 2015, reduce as appropriate in 2016 Adjustment to dependence on Hydro Interest $100,000 $50,000 $50,000 Council operating contingency $50,000 $35,000 $15,000 Waste Management Advertising $22,000 $12,000 $10,000 Will result in the creation of an e-calendar version and the generation of a limited number of paper copies of the annual waste calendar and/or a reduction in clear bag advertising. Aurora Cultural Centre $387,000 $377,000 $10,000 Grant will be maintained at 2014 funding levels. Historical Society $70,000 $67,500 $2,500 Grant increase is $2,500 less than requested. Energy Cost increase $278,000 $268,000 $10,000 Will be absorbed within existing approved funding levels. N6 Shared Waste Management Resource $10,000 $0 $10,000 Will be absorbed within existing approved funding levels. Library Requistion increase $103,100 $100,000 $3,100 Will invest less into 2015 Library Collections Purchase. Chamber of Commerce waiver of permit fees $0 $0 $0 Reduction of Recycling Collection Contract $10,000 General Inflationary pressures - general reductions $75,700 $65,700 $10,000 Minimal impacts. Total $227,700 Date: March 9, 2015 To: Mayor and Council From: Tracy Pardue, Financial Analyst Re: 2015 Operating Budget Binder Documents Attached to this memo, you will find the following documents in regards to the 2015 Operating Budget. 1) Replacement Documents a. Updated Attachment 5a to Report CFS15-003 which includes an additional FTE in relation to the Heritage Curator which was approved by Council on July 29, 2014 b. Operating Budget Binder – Tab #3; Page 3-1 to 3-4 c. Operating Budget Binder – Tab #4; Page 4-1 to 4-3 d. Operating Budget Binder – Tab #5; Page 5-4 to 5-9 e. Operating Budget Binder – Tab #6; Page 6-43 to 6-58 Page 6-69 to 6-76 2) Additional Reference Documents For your reference, we have included a Five Year Operating Budget History which presents a summary of the Town’s historical operating expenditures for 2011, 2012 and 2013, as well as the approved budget for 2014 compared to the 2015 recommended budget. The updated Attachment 5a and Five Year Operating Budget History documents can both be inserted into Tab #9 of your Operating Budget Binders. MEMORANDUM Corporate & Financial Services Town of Aurora Attachment 5a 2015 Draft Operating Budget Impacts CONVERTED AND NEW POSITIONS IN 2015 BUDGET 2015 Budget Requests Full-Time Net Cost Complement 2015 Base Full-Time Complement 207 Add: Heritage Curator*1 Revised 2015 Base Full-Time Complement 208 FULL-Time Staffing - Conversion Requests Water & Tax Administrative Clerk 37,648 1 Position will be funded 90% from water and is costed for 6 months (33,883) Plan Examiner / Inspector 51,238 1 Position will be funded 100% from Building Services and is costed for 6 months (51,238) Youth Programer 39,268 1 Position will be funded 100% from the Tax Levy and costed for 6 months - 128,154$ (85,122)$ Net Full-Time 43,033$ 211 CONTRACT Staffing - Requests Customer Service Representative 27,418$ Facility Bookings Administrator 18,971 Youth Leader - Climbing Wall 27,000 73,390$ -$ Net Part-Time 73,390$ Total Net 2015 Budget Requests 201,544$ (85,122)$ 116,422$ * Heritage Curator was approved by Council on July 29, 2014 via report PR14-036. D o l l a r s Gross Cost Offsets Special General Committee Monday, March 9, 2015 Town of Aurora Consolidation of Key Performance Indicators (KPI) Corporate Level KPIs Measure Results 2015 Target 2011 2012 2013 2014 Recreation Program Utilization Rates (%) 50 53 55 77 80 Prime Ice Time Rentals (%) 85 81 80 76 90 Square Meters of Indoor Recreational Facilities per 1,000 Residents (square meters) 860 850 845 841 840 Operating costs of providing Recreation Programs per Town Resident ($’s) 4.15 3.88 3.88 - 3.90 Administrative Costs as a percentage of Overall Budget (%) 11.7 10.9 10.9 10.4 10.5 Road Operating Cost per Lane KM ($’s) 8.17 8.39 9.05 8.43 8.50 Water Program Costs per Account ($’s) 786 870 866 912 920 Solid Waste Costs per Account ($’s) 95 97 90 92 92 Facility Cost per Square Meter ($’s) 90 97 103 100 105 Percentage of ‘House’ Building Permit Applications Reviewed within Legislated Timeframes (%) 99 98 95 51 85 Percentage of Small Building Permit Applications Reviewed within Legislated Timeframes (%) 100 100 89 71 85 Percentage of Large Building Permit Applications Reviewed within Legislated Timeframes (%) 99 98 85 83 85 Sick Days per Year per Employee (Quantity) 5.64 6.14 6.19 6.12 5.00 Percentage of Total Full Time Employee Turnover per year (%) 4.23 3.29 5.25 5.60 6.00 Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 3-1 Departmental Level KPIs (Consolidated from Departmental Business Plans) C.A.O. / Administrative Services Measure Results 2015 Target 2011 2012 2013 2014 Sick Days per year per employee (days) 5.64 6.14 6.19 6.12 5.0 Percentage of Total Full Time Employee Turnover per year (%) 4.23 3.29 5.25 5.60 6.00 Number of FTEs per Human Resource Staff (FTEs) - 37.8 37.8 39.2 - Time to Hire (Days) - 57.9 57.9 64.2 50.0* Number of Health & Safety Issues (Quantity) - <10 <10 <10 <10 *2015 will be from Posting Close Date to Date of Offer Acceptance. Legal & Legislative Services Measure Results 2015 Target 2011 2012 2013 2014 Average number of business days to complete a review of standard, non-complex By-Laws for form and legislative compliance - - 5 5 5 Average number of business days to complete a review of standard/routine procurement documents prior to release of advertisement for bidding - - 5 5 5 Appropriate tracking of external legal expenses and monitoring of external advocacy budget (including OMB advocacy) - - Within budget Within budget Stay within 2015 external advocacy budget (including OMB advocacy) Median number of working days to respond to and commence processing of insurance claims from the receipt of the claim - - - 2 2 Median number of working days to respond to internal request for records - - - 2 2 Median number of working days to prepare and post minutes from a meeting - - - 3 3 Median number of working days to issue a purchase order after completed requisition is received - - - 3 3 Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 3-2 Corporate Financial Services Measure Results 2015 Target 2011 2012 2013 2014 Network Availability (%) 99.00 99.97 99.90 99.83 99.90 Planning & Development Services Measure Results 2015 Target 2011 2012 2013 2014 Number of Hectares of Serviced Vacant Employment Lands within the Municipality (Ha) - - 92.31 85.91 125.00 Percentage of 2031 Intensification Target Constructed to Date (%) - - 27 30 30 Number of New Residential Units Constructed in the Regional Corridor (Units) - - 96 5 50 Building, Bylaw & Customer Services Measure Results 2015 Target 2011 2012 2013 2014 Percentage of ‘House’ Building Permit Applications Reviewed within Legislated Timeframes (10 days)(%) 99 98 95 51 85 Percentage of Small Building Permit Applications Reviewed within Legislated Timeframes (15 days)(%) 100 100 89 71 85 Percentage of Large Building Permit Applications Reviewed within Legislated Timeframes (20 days)(%) 99 98 85 83 85 Infrastructure & Environmental Services Measure Results 2015 Target 2011 2012 2013 2014 Roads Program Cost per Resident ($) - 56.09 61.02 57.37 55.65 Facilities Program Cost per Resident ($) - 80.59 84.36 80.42 82.74 Solid Waste Program Cost per Resident ($) - 30.41 28.67 29.79 31.67 Fleet Program Cost per Resident ($) - 14.59 15.18 14.59 14.21 Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 3-3 Parks & Recreation Services Measure Results 2015 Target 2011 2012 2013 2014 Number of Annual Participant Hours for Special Events (hours) - 371,000 371,000 417,400 - Number of Annual Participant Hours for Registered Programs (hours) - 194,061 194,061 206,934 - Percentage of Fitness Membership Retention (%) - 60 60 48.56 65 Revenue per Fitness Member ($) - 217.44 217.44 113.91 225.00 Percentage of Registered Programs Operating at Capacity (%) - 52.8 55 73 57 Percentage of Population Utilization of Registered Programs (%) - - - 27 - Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 3-4 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Summary of Strategic Plan Initiatives During 2012, Council approved the Town of Aurora Strategic Plan and a Strategic Plan Actions and Measures Document. The Strategic Plan provides direction to corporate plans, department plans, business plans, budget and individual performance plans. As part of this, all new budget requests will include a description of how the requested funding supports the implementation of the Strategic Plan. In each operating department’s Business Plan document their 2015 initiatives that support the Town’s Strategic Plan have been identified and classified under the appropriate Strategic Plan Goal. The following provides a categorized listing of all 2015 identified initiatives by Strategic Goal. COMMUNITY GOAL: Supporting an exceptional quality of life for all Description of Initiative Completion Date CAO/Administration Continued pursuit of obtaining Silver (Level 2) Certification from Excellence Canada. Submit certification application. December, 2015 Creation of a more robust system of communications / public engagement for Planning and other consultations. June, 2015 Strategic Plan Update. September, 2015 Organizational Review. December, 2015 Legal & Legislative Services Draft work plan and clean-up of Town By-Laws to assist with the future implementation of a Municipal Code for the Town. Ongoing Establish procedures/policy and bring forward a By- Law for Council to allow the Town Clerk to officiate wedding ceremonies. September, 2015 Corporate & Financial Services Introduce multi-year budgeting and other budget process changes to improve accountability, and streamline budget preparation and review cycles. November, 2015 Explore partnership opportunities for efficiency in government with Newmarket for IT services. December, 2015 Enable Town website for e-commerce capability. March, 2015 Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 4-1 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Summary of Strategic Plan Initiatives Planning & Development Services Preparation of a new Comprehensive Zoning Bylaw. June, 2015 Building/By-Law & Customer Service Commence the development of a Customer Experience Plan in support of Excellence Matters initiative 2016 Commence a review the corporate mail process and implement process improvements. March, 2016 Fire Services review and inspections on building code matters – process improvements. Linked to service level review. September, 2015 Zoning Bylaw Review December, 2015 Review and update ICI development agreements. December, 2015 Infrastructure & Environmental Services Convert street lights to LED for energy savings. Strategic Environmental Master Plan. December, 2015 Town Wide Stream Erosion Management Plan Strategic Environmental Master Plan. December, 2015 Parks & Recreation Services Public Art Policy. June, 2015 ECONOMY GOAL: Enabling a diverse, creative and resilient economy Description of Initiative Completion Date CAO/Administration Creation of a Business Improvement Area in Downtown Aurora. September, 2015 Conduct a comprehensive study to explore further shared service and collaboration opportunities among the N6 municipalities. June, 2015 Development of a Tourism Strategy May, 2015 Legal & Legislative Services Clarifying legal ownership of parking lot adjacent to Temperance Street in order to facilitate the objectives of the Promenade Study. September, 2015 Complete the update of the Town-owned land index. September, 2015 Corporate & Financial Services Develop long term fiscal sustainability plan. January, 2016 Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 4-2 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Summary of Strategic Plan Initiatives Planning & Development Services To complete detailed streetscape designs for the Aurora Promenade. September, 2015 Building/By-Law & Customer Service Temporary and Permanent Sign Bylaw Review. September, 2015 Parks & Recreation Services Pricing Policy. December, 2015 NATURAL ENVIRONMENT GOAL: Supporting environmental stewardship and sustainability Description of Initiative Completion Date Legal & Legislative Services Continue to implement records & document management plan (TRIM) phases 3 & 4. Ongoing Purchase and implement a new e-agenda system for Council and Committee meetings. January, 2016 Corporate & Financial Services Implementation of paperless billings (e-billings) for tax and water. January, 2016 Planning & Development Services Preparation of Green/ Sustainable Development Guidelines. June, 2015 Building/By-Law & Customer Services Begin the development of a Septic Maintenance Program as required by Building Code regulatory changes. March, 2016 Infrastructure & Environmental Services Implement clear bags for household waste SM4RT Living Plan. June, 2015 Parks & Recreation Services Disposition of Vacant Buildings. September, 2015 Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 4-3 BUDGET DECISION UNIT BUSINESS CASE Budget Decision Unit #: 1.1 Department: Building and Bylaw Services Project / Initiative Title: New Full Time Building Plan Examiner / Inspector Description: Addition of one Full Time Building Inspector/Plans Examiner position. Background: General Building Services processes building permit applications, bylaw permit applications (fill permits, sign permits, pool fence enclosure permits), model home certification applications as well as responds to the inspection requests related to these permits. The division responds to complaints regarding construction and certain bylaw infractions. General enquiries about construction, zoning and other related processes are also addressed. Legislative Considerations Much of the work that building services deals with is subject to provincial legislation (Ontario Building Code) and municipal policies to ensure that work is carried out in a consistent and time- predictive manner so as to meet the needs of homeowners, developers and others who require these services. The Ontario Building Code (OBC) contains time frames related to permit applications and inspection requests. Municipal policies state the required response times by which complaints are to be addressed. Key Performance Indicators The Building Division has key performance indicators used to establish service levels. These key performance indicators (KPI’s) are reported on for the purpose of Municipal Performance Measurement Program (MPMP) reports. The KPI’s are derived from Ontario Building Code (OBC) requirements regarding responses to building permit applications and inspection requests as well as in-house policies regarding responses to complaints. The OBC requires that building permit applications receive a response by issuing the permit or by providing in writing the reasons why the permit cannot be issued within the time frame corresponding to their class of permit. The OBC also states when notices of the completion of certain construction stages are required to be provided to the municipality and the time frame Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 5-4 (typically 2 days) by which the municipality must respond with an inspection being carried out. Policies which contain time frames to address complaints also create KPI’s that Building Services strive to achieve. Complaints received by Building Services are required to be acknowledged within 1 business day, initially investigated within 2 days following the acknowledgement and addressed (closed or prosecution commenced) within 6 months of receipt of the complaint. Increased Workloads A large section (2C lands) of the Town is under development with approximately 3,000 houses being constructed over the next few years as well as approximately 500 houses to be constructed (outside of 2C). Approximately 3 builders have started construction with another 12 awaiting approvals to begin. This will result in large batches of plans being submitted for plans review which will need responses subject to the OBC prescribed time frames in order to meet the development community needs and expectations. Permit issuance is a high priority for the development community as well as the construction industry in general (DIYers, general contractors etc). Following the issuance of this large number of permits will be the large number of inspection requests to be addressed which are also subject to the required time frames. Plan reviews and inspections are happening concurrently as there are subdivisions under full construction at this time with more phases being reviewed and started almost monthly. While these subdivisions constitute a large portion of our workload, there are residential infill and commercial projects which must also be accommodated. Building Services also provides investigation and resolution of complaints. Building Services addresses complaints of working without a permit, zoning infractions, deviation from plans, illegal secondary dwelling units and others. As our population grows and intensification through secondary dwelling units continues, there is an expectation of increased numbers of complaints. As workloads increase, absences due to illness, vacation and training become more difficult for the team to absorb. The ability to operate seamlessly to the public will become more difficult. Staff who are available to cover will already have heavy workloads and will have to accommodate more requests for their time to address the issues that the absent staff member would normally address. Increased Complexities The 2006 OBC and the 2012 OBC have introduced requirements around energy efficiency, occupancy of certain residential buildings, accessibility, designer qualifications as well as requiring new program development such as septic maintenance. These requirements have significantly increased the complexity of plans review and inspection. To address these new requirements requires a more intensive review of the plans and more intensive inspections to ensure that municipal obligations and due diligence to enforce the code are being carried out. This also requires a more complex process for application intake. The result of the increase in complexity is that more time must be spent at the application, plans review and inspection stages to ensure compliance. Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 5-5 The 2012 OBC has also made changes to the existing requirements in both regulation and structure. Sections of the code have been revamped with new code references and regulations as well as some existing regulations being amended. This means that plans reviews and inspections may take longer as staff have to absorb the changes and their impact. Increased Quality In response to community expectations, claims against the Town and the increased complexities of the OBC, the Building Division has increased the quality of inspections. This has been derived from the use of checklists, implementation of an improved computer system, clearer inspection requirements, the introduction of the ICE (inspection, compliance and enforcement) program whereby there are clearer processes and expectations with regards to obtaining compliance in a timely fashion. There have also been changes in department structure including having a senior plans examiner and a senior building inspector. Through these measures Building Services strive to provide the quality of service that meets our community expectations. As workloads increase the quality of the services provided will suffer as staff balance competing priorities in order to meet required time frames. This may result in inspections and plans review that miss issues that would otherwise be addressed. This may also result in potentially greater risk and liability to the Town. Conclusion Building Services recommends that one plans examiner/building inspector be added to the staff complement. As workloads increase it will become more difficult for Building Services to maintain the level of service compared to the KPI’s. The quality of plans review and inspections as well as addressing and resolving complaints may drop as staff try to stay on top of their workloads. The pressure to respond in the expected time frame will increase due to the increased demand. This may result in lower standards being applied, greater stress on staff which may lead to greater sick time (further adding pressure), and a less cohesive team approach as there may be less time to collaborate or seek team input. This may lead to a reduction in the quality of the service. Adding a building inspector/plans examiner to the Building Services staff complement will aid in ensuring that Building Services meets their legislative requirements, ensure that the proper attention to detail is applied to appropriately address the complexities of plans review and inspection and that community expectations are met as demands for service increase. Building Services currently has 3 plans examiners/building inspectors, 1 senior plumbing inspector, 1 senior building inspector and 1 senior plans examiner to address these requirements. Link to Strategic Plan: The goal of supporting an exceptional quality of life for all through meeting the objective of strengthening the fabric of our community is met by collaborating with the development community to ensure future growth includes housing opportunities for everyone. The development community as well as general contractors need to work with clear time frames to ensure their sustainability. The community have expressed that time frames are important for them to reach their goals. Their processes are tailored to OBC and municipal requirements around time frames so they can plan the successful construction of subdivisions and other Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 5-6 construction projects. Increasing the number of building inspector/plans examiners will allow the division to be better able to meet the required time frames while maintaining a high level of quality to ensure that developers', builders' and residents' expectations are met. Ensuring that time frames are adhered to is an important component of the collaboration with the development community. This allows the Town to meet the strategic objective of collaborating with the development community with regards to future growth which supports the strategic goal of supporting an exceptional quality of life for all. Level of Service Impact: The ability of the Building Division to respond to the OBC prescribed notices for inspection and complete permit plans review within the required time frames will be affected as the increased demand for services continues. As the Town grows, the number of complaints will increase. The increase in workload together with the required comprehensiveness of plans reviews and inspections will result in a reduction of service levels as staff struggle to keep up. Lower service levels increase the Town’s risk and liability resulting from errors or omissions. Staff aims to provide the highest level of service possible. The pressure to meet KPI’s and service expectations of the development industry and residents will impact on the quality of that service. The level of service impact will be reduced by increasing the number of plans examiners/building inspectors allowing for attendance to sites in a timely fashion, better quality enforcement (which is time consuming) and better coverage. These benefits will increase staff work/life balance, job satisfaction and job engagement. Increasing the staff complement will allow the town to maintain the high quality of inspections and investigations which may reduce future liabilities and increase resident satisfaction of their decision to live in the Town of Aurora. An increase in staffing will have a positive impact on Building Services’ ability to meet the KPI’s associated with response times. Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 5-7 Budget Impact ( Incremental Funding Need ): Direct Impacts 2015 2016 2017 2018 Incremental Operational Requirement $51,238 $87,837 $87,837 $87,837 Less: Savings Achieved Revenues ($51,238) ($87,837) ($87,837) ($87,837) Net Incremental Direct Funding Rqmts $0 $0 $0 $0 Indirect Impacts 2015 2016 2017 2018 Required Internal Support Services: ☒ Information Technology ☐ Financial Services ☒ Human Resources ☒ Facility Services ☐ Legal Services ☐ Corporate Communications Net Incremental All Funding Rqmts $0 $0 $0 $0 Consequences of not Funding: Not approving this position may result in: • reduced performance as noted in the MPMP reports • inability to meet legislated time frames • inability to meet residents and builders expectations resulting in more complaints • lower quality inspections/investigations (issues may be missed due to staff trying to meet workload demands) • Increased risk of liability to the town (i.e. increased claims against the town from missed technical items) • increased frustration and stress on staff • reduced job engagement by staff Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 5-8 • negative impacts on job satisfaction • reduced work/life balance for staff Alternative Resolutions: Alternatives to adding 1 FTE building inspector/plans examiner: Maintain current staffing levels resulting in reduced service levels; Contract the position requiring the difficult task of recruiting qualified, experienced staff on a temporary basis; Sharing a resource with other municipalities requiring agreements and may only partially address the needs; Paid overtime, as a temporary solution that would be difficult to maintain and may not fully address the needs. Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 5-9 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Building and By-Law Services Department About the Building and By-Law Services Department The Building and By-law Services Department is responsible for public health and safety, property protection and Corporate Customer Service. Building Division The Building division is responsible for the administration of the Ontario Building Code ensuring minimum building standards are achieved for new buildings, additions and renovations with reference to public health and safety, structural sufficiency, fire protection, energy conservation, accessibility and water and sewage protection. Qualified building officials review and inspect all construction projects within the Town of Aurora as mandated for compliance with the Ontario Building Code, the Town of Aurora Zoning By-law and other applicable legislation. Bylaw Services The By-law Services division is responsible for promoting healthy, safe and harmonious communities through education, investigation and resolution of by- law related issues. The division’s goal is to achieve voluntary compliance with Town by-laws and regulations through regular and consistent dialogue with residents, the public and other stakeholders. At times, progressive enforcement may be necessary to achieve compliance. Customer Care Centre – “Access Aurora – Serving Our Community” On November 1, 2013 the customer care centre known as Access Aurora opened its counter and various service channels with a “We can Help” model . The customer service team is staffed with a manager, four customer services representatives (CSR’s) and the Town’s Accessibility Advisor. During the initial launch Access Aurora demonstrated their value and resiliency in providing Corporate and Community support through the challenges of the 2013 ice storm followed by an extremely difficult winter. Access Aurora has become the hub of corporate messaging and customer management. The development of Access Aurora continues to expand as new services and applications come on board such as Ping Street and “Where is my Plow”. Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-43 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Building and By-Law Services Department Services That We Provide The Department has three major divisions:  Building Division o Review and issuance of building permits o Conducting on-site inspections o Zoning by-law administration and interpretation o Issuance and inspection of sign permits, pool enclosures and hot tubs  By-law Enforcement and Licensing Division: o Parking control o Property standards o Clean yards o Noise o Business licensing, mobile and stationary o Animal licensing and control o Enforcement support for other Departments  Access Aurora o Greet all visitors entering Town hall and provide way finding assistance o Single point of contact for general enquiries o Corporate call centre for all service channels ie. phone calls, e-mails o Cashiering and posting of payments o Corporate mail sort and distribution o Issuance of Lottery Licenses, Marriage Licenses, Death Registration and Municipal Clearance for Liquor Licenses. o Ensuring support for, and compliance with, the Accessibility for Ontarians with Disabilities Act and the Ontarians with Disabilities Act including the provision of accessible customer service Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-44 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Building and By-Law Services Department Departmental Initiatives that advance the Strategic Plan * Fiscal Year: 2015 Strategic Plan Linkage Description of Initiative Completion Date Community Goal: Strengthening the fabric of our community. Development of a Customer Experience Plan in support of Excellence Matters initiative 2016 Community Goal: Strengthening the fabric of our community. Review corporate mail process and implement process improvements Q1 2016 Community Goal: Supporting an exceptional quality of life for all. Fire Services review and inspections on building code matters – process improvements. Linked to service level review. Q3 2015 Community Goal: Strengthening the fabric of our community. Zoning Bylaw Review Q4 2015 Community Goal: Strengthening the fabric of our community. Review and update ICI development agreements. Q4 2015 Economy Goal: Supporting small business and encouraging a more sustainable business environment. Temporary and Permanent Sign Bylaw Review Q3 2015 Natural Environment Goal: Encouraging stewardship of natural resources. Development of a Septic Maintenance Program as required by Building Code regulatory changes. Q1 2016 Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-45 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Building and By-Law Services Department Fiscal Year: 2016 – 2018 (subject to internal coordination with other departments, and where applicable, subject to budget approval) Strategic Plan Linkage Description of Initiative Completion Date Community Goal: Strengthening the fabric of our community. Development of a Customer Experience Plan in support of Excellence Matters initiative 2016 Community Goal: Supporting an exceptional quality of life for all. Mobile Devices for Inspections 2016 Community Goal: Supporting an exceptional quality of life for all. Investigate, prioritize and implement e-services ongoing Community Goal: Supporting an exceptional quality of life for all. Participate in the development of a Municipal Code ongoing Community Goal: Supporting an exceptional quality of life for all. Continue to implement Accessibility Plan ongoing Community Goal and Environmental: Implement new Ontario Building Code requirements ongoing Community Goal: Strengthening the fabric of our community Consider additional services and phasing of customer service strategy ongoing Community Goal: Supporting an exceptional quality of life for all. Consider options for Animal Control services including potential municipal partnerships 2016 * Business plan goals and initiatives for outlook years contribute to departmental budget planning for 2016-2018, but are subject to modification due to changing corporate/departmental requirements, or to respond to other situations that may arise beyond the current fiscal year. Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-46 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Building and By-Law Services Department Key Performance Measures KPI: Building Permit Review for the Building Code Class ‘The House’ Link to the Strategic Plan: Community Objective - Strengthening the fabric of our community Objective: 10 day time period for the review of a complete building permit application 0 100 200 300 400 500 2011 2012 2013 2014 186 152 215 451 Total Building Permits 'The House' 0% 20% 40% 60% 80% 100% 2011 2012 2013 2014 99% 98% 95% 51% % Building permits that met Legislative requirements 'The House' Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-47 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Building and By-Law Services Department The Story Behind the Baseline 1. The division received 718 ‘House’ permit applications of which 451 were considered ‘complete’ (applications submitted with all prescribed information and approvals). 2. Building activity for 2C lands is underway with several builders seeking building permits. At times we had multiple builders seeking permits at the same time with high volumes of applications. 3. There was significant effort and resources assigned to certifying models which is work not captured as applications but streamlines the process for future applications. 4. Staff performs both plan review and inspections, both duties subject to legislated timeframes. Under the building code construction may proceed if inspections are not responded to within the timeframe. Therefore, at times, prioritizing work based on risk is necessary. 5. The percentage of permits reviewed within the time period decreased but the number of permits actually issued within time period increased (230 in 2014 versus 206 in 2013). Volumes of permits are considerably higher in 2014. Partners (Internal and external) 1. Applicants and Owners 2. Developers, builders and designers 3. Internal stakeholders (IES, Planning, Legal, Finance) Action Plan 1. Request for an additional staff resource in 2015. 2. Continue to communicate with the various builders and/or developers to discuss their targets and timelines and prioritize work to meet their needs. 3. Continue to review internal processes to increase capacity of the inspection staff. For example in 2014 pool inspections were transferred to Bylaw Officer. 4. Continue to explore efficiency opportunities such as mobile devices for inspections. Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-48 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Building and By-Law Services Department KPI: Building Permit Review for the Building Code Class ‘Small Buildings’ Link to the Strategic Plan: Community Objective - Strengthening the fabric of our community Objective: 15 day time period for the review of a complete building permit application 0 2 4 6 8 10 12 14 2011 2012 2013 2014 4 8 9 14 Total Building Permits 'Small Buildings' 0% 20% 40% 60% 80% 100% 2011 2012 2013 2014 100% 100% 89% 71% % Building permits that met Legislative requirements 'Small Buildings' Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-49 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Building and By-Law Services Department The Story Behind the Baseline 1. The division received 30 ‘small building’ permit applications of which 14 were considered ‘complete’ (applications submitted with all prescribed information and approvals). 2. The percentage of permits issued within time-frame has decreased but the number of permits issued within time-frame increased to 10 which is more than the number of ‘complete’ applications received the previous year. 3. Volume of permit applications in all classes of buildings has increased and balancing workload and priorities is challenging. 4. Staff performs both plan review and inspections, both duties subject to legislated timeframes. Under the building code construction may proceed if inspections are not responded to within the timeframe. Therefore, at times, prioritizing work based on risk is necessary. Partners (Internal and external) 1. Applicants and Owners 2. Developers, builders and designers 3. Central York Fire Services 4. Internal Stakeholders (IES, Planning, Legal, Finance) Action Plan 1. Request for an additional staff resource in 2015. 2. Continue to communicate with the various builders and/or developers to discuss their targets and timelines and prioritize work to meet their needs. 3. Continue to review internal processes to increase capacity of the inspection staff. For example in 2014 pool inspections were transferred to Bylaw Officer. 4. Continue to explore efficiency opportunities such as mobile devices for inspections. Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-50 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Building and By-Law Services Department KPI: Building Permit Review for the Building Code Class ‘Large Buildings’ Link to the Strategic Plan: Community Objective - Strengthening the fabric of our community Objective: 20 day time period for the review of a complete building permit application 0 20 40 60 80 100 2011 2012 2013 2014 70 44 46 84 Total Building Permits 'Large Buildings' 0% 20% 40% 60% 80% 100% 2011 2012 2013 2014 99% 98% 85% 83% % Building permits that met Legislative requirements 'Large Buildings' Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-51 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Building and By-Law Services Department The Story Behind the Baseline 1. The division received 175 ‘large building’ permit applications of which 84 were considered ‘complete’ (applications submitted with all prescribed information and approvals). 2. The percentage of permits reviewed in time-frame decreased but the number of permits issued within time frame increase to 70 compared to 40 the previous year. 3. Volume of permit applications in all classes of buildings has increased and balancing workload and priorities is challenging. 4. Staff performs both plan review and inspections, both duties subject to legislated timeframes. Under the building code construction may proceed if inspections are not responded to within the timeframe. Therefore, at times, prioritizing work based on risk is necessary. Partners (Internal and external) 1. Applicants and Owners 2. Developers, builders and designers 3. Central York Fire Services 4. Internal Stakeholders (IES, Planning, Legal, Finance) Action Plan 1. Request for an additional staff resource in 2015. 2. Continue to communicate with the various builders and/or developers to discuss their targets and timelines and prioritize work to meet their needs. 3. Continue to review internal processes to increase capacity of the inspection staff. For example in 2014 pool inspections were transferred to Bylaw Officer. 4. Continue to explore efficiency opportunities such as mobile devices for inspections. Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-52 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Building and By-Law Services Department Departmental Organization The department has four functional divisions through which it delivers its services. Each of these divisions are headed by a manager reporting to the Director. Total: 27 FTEs Building & Bylaw Services Director's Office ( 2 FTEs ) Building Services ( 6 FTEs ) Code Review & Inspections ( 7 FTEs ) Bylaw Services (6 FTEs ) Customer Service (6 FTEs)  Building Code Review & Inspections  Building Code Enforcemen t  Bylaw Enforcement  Licensing  Parking Control  Animal Control  Permit Application  Zoning Interpretation & Review  Permit Issuance  Collection of Development Fees  Customer Care Centre  Cashiering  Accessibility Support  Lottery and marriage licenses, death registration  Corporate mail distribution Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-53 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Building and By-Law Services Department 2015 Budget Highlights: Personnel Costs 2,513.4 2,826.6 2,710.1 2,972.1 3,215.0 3,382.0 3,504.6 Other Expenditures 705.0 983.0 1,145.5 1,045.9 1,343.2 1,093.8 940.2 Total Expenditures 3,218.4 3,809.6 3,855.6 4,017.9 4,558.2 4,475.8 4,444.8 External Revenue (1,200.4) (2,296.4) (2,729.1) (2,661.9) (3,052.0) (2,855.0) (1,855.1) Transfer From Reserve (893.6) (256.9) - - - - (894.2) Total Revenue (2,093.9) (2,553.2) (2,729.1) (2,661.9) (3,052.0) (2,855.0) (2,749.3) Net 1,124.4 1,256.4 1,126.5 1,356.1 1,506.3 1,620.9 1,695.5 Change from 2014 Budget 7.9% Unfavorable Change from 2015 Approved Outlook: 0.7% Unfavorable 2016 Outlook 2017 Outlook 2018 Outlook 2013 Actual 2014 Forecast (as of Oct. 31) 2014 Budget (adjusted) 2015 Draft Budget Total Building & By-law Services Personnel Costs 1,401.3 1,634.6 1,548.8 1,718.8 1,812.1 1,871.1 1,925.6 Other Expenditures 442.5 583.2 865.4 651.2 940.9 683.9 523.7 Total Expenditures 1,843.8 2,217.7 2,414.2 2,370.0 2,753.0 2,555.0 2,449.2 External Revenue (950.2) (1,960.9) (2,414.2) (2,370.0) (2,753.0) (2,555.0) (1,555.0) Transfer From Reserve (893.6) (256.9) - - - - (894.2) Total Revenue (1,843.8) (2,217.7) (2,414.2) (2,370.0) (2,753.0) (2,555.0) (2,449.2) Net (0.0) 0.0 (0.0) (0.0) (0.0) - 0.0 2016 Outlook 2017 Outlook 2018 OutlookBuilding Services 2013 Actual 2014 Budget (adjusted) 2014 Forecast (as of Oct. 31) 2015 Draft Budget Personnel Costs 1,112.1 1,192.0 1,161.3 1,253.3 1,402.8 1,510.9 1,579.0 Other Expenditures 262.5 399.9 280.1 394.7 402.4 410.0 416.6 Total Expenditures 1,374.6 1,591.9 1,441.4 1,647.9 1,805.2 1,920.8 1,995.6 External Revenue (250.2) (335.5) (314.9) (291.9) (299.0) (300.0) (300.1) Total Revenue (250.2) (335.5) (314.9) (291.9) (299.0) (300.0) (300.1) Net 1,124.4 1,256.4 1,126.5 1,356.1 1,506.3 1,620.9 1,695.5 Change from 2014 Budget 7.9% Unfavorable Total By-law & Customer Services 2013 Actual 2014 Budget (adjusted) 2014 Forecast (as of Oct. 31) 2015 Draft Budget 2016 Outlook 2017 Outlook 2018 Outlook Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-54 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Building and By-Law Services Department The overall departmental costs and revenues are as follows: $ % Personnel Costs 2,513.4 2,826.6 2,710.1 2,972.1 (145.4) (5.1%) Other Costs: Animal Control Contract 206.8 220.0 217.6 224.5 (4.5) (2.0%) Manditory & Other Courses 11.6 17.7 15.1 18.0 (0.3) (1.8%) Mileage, Vehicle Repairs & Supplies 23.9 12.3 13.0 15.8 (3.6) (29.0%) Accessibility Costs 23.1 25.0 20.7 25.0 - - Office Supplies/Equipment 13.4 14.2 11.0 14.0 0.2 1.4% Consulting 2.5 9.0 8.9 9.0 - - Clothing Allowance 5.9 8.5 7.1 8.0 0.5 5.9% By-law Property Improvement 0.6 1.0 0.6 1.0 - - All Other Controllable Expenditures 18.5 148.8 325.0 301.2 (152.4) (102.4%) Total Controllable Expenses 306.4 456.4 618.9 616.5 (160.0) (35.1%) Allocation of Costs from Other Depts. 398.6 526.6 526.6 429.4 97.2 18.5% Total Other Costs 705.0 983.0 1,145.5 1,045.9 (62.8) (6.4%) Total Expenditures 3,218.4 3,809.6 3,855.6 4,017.9 (208.3) (5.5%) Revenues: Building Permits (903.7) (1,904.5) (2,386.0) (2,300.0) 395.5 20.8% All Other Building Revenues (85.1) (136.9) (64.1) (142.0) 5.1 3.8% By-law Revenues (211.5) (255.0) (279.0) (219.9) (35.2) (13.8%) All Other Revenues (1,200.4) (2,296.4) (2,729.1) (2,661.9) 365.5 15.9% Transfer from Building '124' Reserve (893.6) (256.9) - - (256.9) 100.0% Total Revenues (2,093.9) (2,553.2) (2,729.1) (2,661.9) 108.6 4.3% Net 1,124.4 1,256.4 1,126.5 1,356.1 (99.7) (7.9%) Building & By-law Services Fav / (UnFav) 2015 Budget vs 2014 Budget2013 Actual 2014 Forecast (as of Oct. 31) 2014 Budget (adjusted) 2015 Draft Budget Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-55 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Building and By-Law Services Department Budget Breakdown by Town Service FTEs $'s Code Review 7.66 856.8 327.7 (1,184.5) 0.0 7.66 0.0 7.66 0.0 7.66 0.0 Inspections 5.36 494.3 229.3 (837.1) (113.5) 5.36 (116.2) 5.36 (119.3) 5.36 (122.6) Zoning Interpretation & Review 2.20 254.3 94.1 (348.4) (0.0) 2.20 0.0 2.20 (0.0) 2.20 (0.0) Bylaw Enforcement 4.27 614.5 250.8 (215.0) 650.3 5.27 695.5 7.27 764.2 7.27 813.1 Licensing 2.37 208.2 11.3 (43.9) 175.7 2.37 182.6 2.37 190.0 2.37 200.1 Access Aurora 6.14 544.1 132.5 (33.0) 643.6 7.14 744.4 7.14 785.9 7.14 804.7 28.00 2,972.1 1,045.9 (2,661.9) 1,356.1 30.00 1,506.3 32.00 1,620.9 32.00 1,695.5 2016 2017 2018 FTEsSERVICE IMPACT 2015 SERVICE IMPACTFTEs NET OPERATING SERVICE IMPACT NET OPERATING SERVICE PERSONNEL OTHER OPERATING REVENUE NET OPERATING NET OPERATING SERVICE IMPACTFTEs Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-56 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Building and By-Law Services Department The above graphic illustrates the Building and By-law Services (BBS) Department’s historical and planned net operating budget requirements. The 2013 amount reflects the department’s final net operating expenditures for that year. The amount presented for 2014 is the department’s approved net operating budget for the year. And, the figures presented for 2015 to 2018 are the department’s projected net resource requirements for those years. The identified changes between fiscal years reflect the change in net operating requirements from the year presented versus the previou s year’s net financial resource need. In general, the presented trend of increasing net operating resource needs is predominantly driven by inflationary pressures such as growing salary and benefit costs; as well as, maintaining existing service levels in an environment of a growing client base both externally and internally. The BBS Department’s proposed net operating budget increases for 2015 to 2018 represent a tax pressure of 0.03%, 0.04%, 0.03% and 0.02%, respectively. BBS’ 2015 net operating budget pressures are presented in more detail under the following Key Financial Pressure(s) section of this report. - 200.0 400.0 600.0 800.0 1,000.0 1,200.0 1,400.0 1,600.0 1,800.0 2013 Final 2014 Budget 2015 2016 2017 2018 9.5% 7.9% 11.1% 7.6% 4.6% Net Operating Budget Requirement Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-57 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Building and By-Law Services Department Key Financial Pressure(s): Pressure Pressure Category1 Description Amount ($000’s) NEW Building Plan Examiner Inspector Decision Unit #1.1 Proposal to create a new full time position to be funded 100% by Building Services Revenues $ 0.0 NEW Customer Service Representative (CSR) Decision Unit #1.2 Proposal to create a new part time CSR position 27.4 Annualization of Licensing & Court Administrator Notable Incremental requirement in relation to the recognition of a full 12 months’ worth of salary for 2014 approved position 58.1 Salary related COLA & Step Increases Other Incremental cost of living allowance & step increases in relation to existing positions 14.2 Total $ 99.7 Note(s): 1) Pressure categories: a. Decision Unit: Represents a financial pressure where a decision point is possible. b. Notable: Represents a financial pressure which is notable, but no decision point is possible. c. Other: Represents any other pressures that do not fall under one of the above two categories. Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-58 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Parks and Recreation Services Department About the Parks and Recreation Services Department The Parks and Recreation Services Department is responsible for the planning, development, general/financial management and administration of Parks and Recreation. We oversee planning, construction and maintenance of parks, as well as development and delivery of community and heritage programs to enhance and improve the quality of life of Aurora residents through participation in recreation programs and use of recreation facilities and active/passive green spaces. The Parks and Recreation Services Department provides essential public services which ensure a high quality of both natural and urban environments and promote a healthy, satisfying lifestyle for all Aurora citizens. Parks and open spaces, recreational facilities, sports, fitness, creative and social programs are all managed with the aim of encouraging the greatest possible public participation in fitness and leisure. Services That We Provide The Parks and Recreation Services Department delivers a wide range of programs and services primarily focused on the following areas: 1) Parks and Recreation Services Administration 2) Parks and Open Spaces and Trails 3) Recreational Programming and Community Development Initiatives 4) Business Support Services 5) Cultural Services Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-69 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Parks and Recreation Services Department Departmental Initiatives that advance the Strategic Plan Fiscal Year: 2015 Strategic Plan Linkage Description of Initiative Anticipated Completion Date Community Goal: Supporting an exceptional quality of life for all Public Art Policy Q2 Economy Goal: Enabling a diverse, creative and resilient economy Pricing Policy Q4 Natural Environment Goal: Supporting environmental stewardship and sustainability Disposition of Vacant Buildings Q3 Fiscal Year: 2016 – 2018* Strategic Plan Linkage Description of Initiative Community Goal: Supporting an exceptional quality of life for all Historical Collection - Next Steps New Recreation Complex Design New Recreation Complex Construction Economy Goal: Enabling a diverse, creative and resilient economy Parks and Recreation Master Plan Trails Master Plan Review Cultural Master Plan Review Natural Environment Goal: Supporting environmental stewardship and sustainability Wildlife Park Phase I Construction Wildlife Park Phase II Construction Wildlife Park Phase III Construction * Business plan goals and initiatives for outlook years contribute to departmental budget planning for 2016-2018, but are subject to modification due to changing corporate / departmental requirements, budget approval, or to respond to other situations that may arise beyond the current fiscal year. Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-70 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Parks and Recreation Services Department Key Performance Measures Measure 2012 Result 2013 Result 2014 Target 2014 Result 2015 Target # Participant hours special events (annually)-based on MPMP stats 371,000 371,000 417,400 # Participant hours registered programs (annually)-based on MPMP stats 194,061 194,061 206,934 % of Membership retention (Fitness) 60 60 60 48.56 65 Revenue per Fitness Member 217.44 217.44 217.44 113.91 225.00 % registered program capacity used 52.8 55.0 55.0 73 57.0 % of population utilization of registered program n/a n/a n/a 27 Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-71 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Parks and Recreation Services Department Departmental Organization The department has four functional divisions through which it delivers its services. Each of these divisions are headed by a manager reporting to the Director. Total: 47.5 FTE Parks & Recreation Director's Office ( 3 FTEs ) Manager, Parks and Open Spaces ( 17.5 FTEs ) Manager, Recreation Programming ( 17 FTEs ) Manager, Business Support (10 FTE)  Parks Management  Recreation Programming, Registration & Reception  Fitness  Culture / Special Events  Facilities Booking & Advertising Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-72 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Parks and Recreation Services Department 2015 Budget Highlights: Personnel Costs 5,688.2 6,068.7 6,029.3 6,308.3 6,707.8 7,003.3 7,223.2 Other Expenditures 2,199.1 1,995.9 2,872.7 2,012.6 2,156.9 2,136.8 2,141.1 Total Expenditures 7,887.4 8,064.5 8,902.0 8,320.9 8,864.7 9,140.0 9,364.3 Revenues (5,350.7) (5,553.0) (5,859.0) (5,423.0) (5,494.5) (5,474.5) (5,450.8) Net 2,536.6 2,511.6 3,042.9 2,897.9 3,370.2 3,665.6 3,913.5 Change from 2014 Budget 15.4% Unfavorable Change from 2015 Approved Outlook: (1.1%) Favorable Total Parks & Recreation Services 2013 Actual 2014 Actual (est.) 2014 Budget (adjusted) 2015 Draft Budget 2016 Outlook 2017 Outlook 2018 Outlook The overall departmental costs and revenues are as follows: $ % Personnel Costs 5,688.2 6,068.7 6,029.3 6,308.3 (239.7) (3.9%) Other Costs: Contracts Cultural Services 375.9 377.0 377.0 377.0 - - Community Programs 357.1 195.6 389.7 186.1 9.5 4.9% Special Events 99.2 103.8 91.0 112.6 (8.8) (8.4%) Grass Cutting 26.2 35.0 30.9 35.0 - - Shrub Bed Maintenance 58.5 100.0 98.3 100.0 - - Arboricultural Services 58.5 60.0 60.9 60.0 - - Other 50.2 76.1 67.4 105.6 (29.5) (38.8%) Operating Materials & Supplies Park Maintenance Materials 174.9 200.5 202.9 206.0 (5.5) (2.7%) Program Materials 46.6 39.3 34.8 44.2 (4.9) (12.5%) Other 5.8 6.4 3.1 6.4 (0.0) (0.0%) Park Operation Utilities (incl. water) 196.3 200.0 200.0 200.0 - - Soccer Bubble Reality Taxes 49.1 55.3 49.4 56.3 (1.0) (1.8%) Security 36.3 35.0 34.9 35.0 - - Purchase of Trees 51.7 50.0 94.3 50.0 4.1 6.7% Printing - Advertising 67.5 60.5 44.8 56.5 13.1 59.6% Courses & Seminars 9.3 22.0 10.8 8.9 6.2 1.6% All Other Expenses 535.9 379.4 1,082.6 373.2 6.2 1.6% Total Other Costs 2,199.1 1,995.9 2,872.7 2,012.6 (16.7) (0.8%) Total Expenditures 7,887.4 8,064.5 8,902.0 8,320.9 (256.4) (3.2%) Revenues: Community Program Revenues (2,458.0) (2,628.9) (2,194.9) (2,604.0) (24.9) (0.9%) Facility Driven Revenues (2,118.9) (2,155.6) (2,169.7) (2,097.3) (58.3) (2.7%) Parks Dev DC Revenues (208.2) (177.0) (177.0) (160.6) All Other Revenue (565.6) (591.5) (1,317.4) (561.1) (30.4) (5.1%) Total Revenue (5,350.7) (5,553.0) (5,859.0) (5,423.0) (129.9) (2.3%) Net 2,536.6 2,511.6 3,042.9 2,897.9 (386.3) (15.4%) 2015 Draft Budget 2015 Budget vs 2014 Budget Fav / (UnFav) 2014 Budget (adjusted) Total Parks & Recreation Services 2014 Forecast (as of Oct. 31) 2013 Actual Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-73 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Parks and Recreation Services Department Budget Breakdown by Town Service FTEs $'s Recreation Programming, Registration & Reception 21.79 2,986.5 436.0 (2,084.5) 1,338.0 22.79 1,617.2 22.79 1,702.5 23.79 1,804.8 Fitness 2.51 530.2 29.9 (520.0) 40.1 2.51 50.4 2.51 64.9 2.51 80.2 Culture/ Special Events 3.42 429.4 608.1 (154.3) 883.2 3.42 901.7 3.42 917.3 3.42 932.0 Facilities Booking & Advertising 2.55 239.4 8.8 (2,096.8) (1,848.7) 3.55 (1,833.4) 3.55 (1,811.4) 3.55 (1,800.5) Parks Management 18.23 2,122.9 929.8 (567.5) 2,485.3 19.73 2,634.4 20.73 2,792.2 20.73 2,897.0 48.50 6,308.3 2,012.6 (5,423.0) 2,897.9 52.00 3,370.3 53.00 3,665.6 54.00 3,913.5 SERVICE PERSONNEL OTHER OPERATING REVENUE NET OPERATING NET OPERATING SERVICE IMPACT 2016 2017 2018 NET OPERATING SERVICE IMPACTFTEs FTEs FTEs NET OPERATING SERVICE IMPACT 2015 SERVICE IMPACT Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-74 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Parks and Recreation Services Department The above graphic illustrates the Parks & Recreation Services (PRS) Department’s historical and planned net operating budget requirements. The 2013 amount reflects the department’s final net operating expenditures for that year. The amount presented for 2014 is PRS’ approved net operating budget for the year. And, the figures presented for 2015 to 2018 are the department’s projected net resource requirements for those years. The identified changes between fiscal years reflect the change in net operating requirements from the year presented versus the previous year’s net financial resource need. In general, the presented trend of increasing net operating resource needs is predominantly driven by inflationary pressures such as growing salary and benefit costs, increased operating material costs; as well as, maintaining existing service levels in an environment of a growing client base both externally and internally. The PRS Department’s proposed net operating budget increases for 2015 to 2018 represent a tax pressure of 1.09%, 1.23%, 0.73% and 0.81%, respectively. PRS’ 2015 net operating budget pressures are presented in more detail under the following Key Financial Pressure(s) section of this report. Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-75 TOWN OF AURORA 2015 BUSINESS PLAN AND BUDGET Parks and Recreation Services Department Key Financial Pressure(s): Pressure Pressure Category1 Description Amount Annualization of previously approved positions Other Special Events Assistant Heritage Curator 147,800 Facility Booking Administrator Decision Unit ( 1.4 ) Proposal to add a new PT position 19,000 Youth Room Climbing Wall Staff Decision Unit (1.5) Proposal to add a new PT position 27,000 Youth Programmer Decision Unit (1.6) Proposal to add a new FT position 39,300 Special Events Revenue Increase Decision Unit (2.6) Proposal to increase Ribfest Event Revenues 30,000 Recreation Program Revenue Decreases Notable Decrease in planned recreation program revenues as a result of budget correction 99,900 Minor Variances Other 23,300 Total $ 386,300 Note(s): 1) Pressure categories: a. Decision Unit: Represents a financial pressure where a decision point is possible. b. Notable: Represents a financial pressure which is notable, but no decision point is possible. c. Other: Represents any other pressures that do not fall under one of the above two categories. Special General Committee 2015 BUDGET Draft 1 Monday, March 9, 2015 6-76 Revised March 4, 2015 Town of Aurora - Five Year Operating Budget History DEPARTMENTAL TOTAL NET BUDGETS Mayor & Council Chief Administrative Officer Legal & Legislative Services Corporate & Financial Services Corporate Revenue & Expense Building / Bylaw & Customer Services Planning & Development Services Infrastructure & Environmental Services Parks & Recreation Total Departmental Budgets Plus: Fire Services Plus: Library Net before Tax Levy Tax Levy Net SUMMARIZED AS FOLLOWS: Total Departmental Costs Total Departmental Revenues Net Departmental Budgets Plus Fire Services & Library Budget before Tax Levy Tax Levy Net 2011 2012 Act vs 2011 Act 2012 2013 Act vs 2012 Act 2013 2014 Bud vs 2013 Act 2014 2015 Bud vs 2014 Bud 2015 Actual Actual Actual Approved Proposed Dollars Percent Dollars Percent Dollars Percent Budget Dollars Percent Budget Fav / (UnFav) Fav / (UnFav) Fav / (UnFav) Fav / (UnFav) 537,029 (3,075) (1 96) 540,104 (17,024) (3 %) 557,128 (62,505) (11 %) 619,633 (8,000) (1 %) 627,633 1,545,530 (3,409) (051.) 1,548,939 (266,664) (17%) 1,815,603 (78,979) (4T.) 1,894,582 (13,752) (1 /0) 1,908,334 2,484,157 452,506 18 % 2,031,651 (4,108) (0 %) 2,035,759 (337,453) (17 %) 2,373,212 (91,873) (4%) 2,465,085 2,084,197 (304,608) (15 %) 2,388,805 (214,412) (9 %) 2,603,217 (249,353) (10 %) 2,852,570 (234,031) (8 %) 3,086,601 (606,722) (406,278) (67 %) (200,444) 681,509 340 % (881,953) (722,974) (82 %) (158,979) (468,525) (295 %) 309,546 931,549 (145,881) (16%) 1,077,430 (174,492) (16%) 1,251,922 (4,481) (0%) 1,256,403 (99,678) (8%) 1,356,081 311,111 (172,599) (55 %) 483,710 89,624 19 % 394,086 (26,626) (7 %) 420,712 (110,257) (26 %) 530,969 9,586,094 (720,151) (8 %) 10,306,245 (656,623) (6 %) 10,962,868 163,641 1 % 10,799,227 (763,559) (7 %) 11,562,786 2,330,535 89,890 4% 2,240,645 (290,117) (13%) 2,530,762 19,199 1 % 2,511,563 (386,318) (15%) 2,897,881 19,203,480 (1,213,605) (6 %) 20,417,085 (852,307) (4 %) 21,269,392 (1,299,531) (6 %) 22,568,923 (2,175,993) (10 %) 24,744,916 7,264,829 (714,273) (10 %) 7,979,102 (453,865) (6 %) 8,432,967 (381,633) (5 %) 8,814,600 (462,900) (5 %) 9,277,500 2,991,609 (128,129) (4%) 3,119,738 (193,746) (6%) 3,313,484 (125,695) (4%) 3,439,179 (103,108) (3%) 3,542,287 29,459,918 (2,056,007) (7 %) 31,515,925 (1,499,918) (5 %) 33,015,843 (1,806,859) (5 9b) 34,822,702 (2,742,001) (8 %) 37,564,703 (29,459,918) 2,056,007 7 % (31,515,925) 1,499,918 5 % (33,015,843) 1,806,859 5 % (34,822,702) 782,111 2 % (35,604,813) - - - - (1,959,890) 2011 Actual 2012 Act vs 2011 Act 2012 Actual 2013 Act vs 2012 Act 2013 Actual 2014 Bud vs 2013 Act 2014 Budget 2015 Bud vs 2014 Bud 2015 Budget Dollars Percent Dollars Percent Dollars Percent Dollars Percent Fav / (UnFav) Fav / (UnFav) Fav / (UnFav) Fav / (UnFav) 38,251,094 (19,047,614) (120,787) (0%) (1,092,818) (6 %) 38,371,881 (17,954,796) (1,482,719) (4%) 630,412 4% 39,854,600 (18,585,208) (1,520,102) (4%) 220,571 1 % 41,374,702 (18,805,779) (2,191,857) (5%) 15,864 0% 43,566,559 (18,821,643) 19,203,480 10,256,438 (1,213,605) (6%) (842,402) (8 %) 20,417,085 11,098,840 (852,307) (490) (647,611) (6 %) 21,269,392 11,746,451 (1,299,531) (60/.) (507,328) (4 %) 22,568,923 12,253,779 (2,175,993) (10%) (566,008) (5 %) 24,744,916 12,819,787 29,459,918 (29,459,918) (2,056,007) (791.) 2,056,007 7 % 31,515,925 (31,516,925) (1,499,918) (5 %) 1,499,918 5 % 33,015,843 (33,015,843) (1,806,859) (5 %) 1,806,859 5 % 34,822,702 (34,822,702) (2,742,001) (8 %) 782,111 2 % 37,564,703 (35,604,8E13) - - - - 1,959,890 Revised March 4, 2015 Town of Aurora - Five Year Operating Budget History TOTAL DEPARTMENTAL EXPENDITURES and VARIANCES: Mayor & Council Chief Administrative Officer Legal & Legislative Services Corporate & Financial Services Corporate Revenue & Expense Building / Bylaw & Customer Services Planning & Development Services Infrastructure & Environmental Services Parks & Recreation TOTAL DEPARTMENTAL COSTS Made Up Of: Salaries OMERS Other Benefits Utilities Fuel Costs Operating Materials Contracts Solid Waste Collection Contracts Recycling Contract Equipment Service Contract,, Animal Control Contract Consulting Advertising External Legal Cost: Building & Equipment Repair & Mtce Corporate Insurance Trees & Shrubs Maintenance Software Licenses & Maintenance Capital Loan Repayment: Trans to Capital Trans to Reserves Tax Write -Off All Other TOTAL DEPARTMENTAL COSTS 2011 2012 Act vs 2011 Act 2012 2013 Act vs 2012 Act 2013 2014 Bud vs 2013 Act 2014 2016 Bud vs 2014 Bud 2015 Actual Actual Actual Approved Proposed Dollars Percent Dollars Percent Dollars Percent Budget Dollars Percent Budget Fav / (UnFav) Fav / (UnFav) Fav / (UnFav) Fav / (UnFav) 539,654 (12,050) (2 %) 551,704 (9,024) (2 %) 560,728 (63,905) (11 %) 624,633 (8,000) (190) 632,633 1,545,530 (3,409) (0 %) 1,548,939 (266,861) (17 %) 1,815,800 (78,782) (4 %) 1,894,582 13,752 ( ) (1 %) 1,908,334 2,802,250 731,426 26 % 2,070,824 (39,504) (2 %) 2,1 10,328 (571,425) (27 %) 2,681,753 25,992 1 % 2,655,761 2,226,433 (295,790) (13 %) 2,522,223 (204,104) (8 %) 2,726,327 (245,243) (9 %) 2,971,570 (244,031) (8 %) 3,215,601 7,951,445 69,296 1 % 7,882,149 255,194 3 % 7,626,955 229,172 3 % 7,397,783 (631,481) (9%) 8,029,264 3,038,681 (107,444) (4 %) 3,146,125 (229,326) (7 %) 3,375,451 (434,194) (13 %) 3,809,645 (208,286) (5 %) 4,017,931 1,724,223 (74,082) (4%) 1,798,305 (25,905) (1 %) 1,824,210 (174,432) (10%) 1,998,642 (42,787) (2%) 2,041,429 10,847,379 (440,745) (4 %) 11,288,124 (645,194) (6%) 11,933,318 1,772 0% 11,931,546 (813,139) (7%) 12,744,685 7,575,499 12,011 0 % 7,563,488 (317,995) (4 %) 7,881,483 (183,065) (2 %) 8,064,548 (256,373) (3 %) 8,320,921 38,251,094 (120,787) (00/) 38,371,881 1 (1,482,719) (4%) 39,854,600 (1,520,102) (4%) 41,374,702 (2,191,857) (5%) 43,566,559 14,766,814 (309,569) (2 %) 15,076,383 (855,679) (6 %) 15,932,062 (592,786) (4 %) 16,524,848 (889,123) (5 %) 17,413,971 1,041,715 (148,806) (14%) 1,190,521 (315,594) (27%) 1,506,115 (28,800) (2 %) 1,534,915 (74,009) (5 %) 1,608,924 2,180,025 (157,422) (7 %) 2,337,447 (244,859) (10 %) 2,582,306 (356,302) (14 %) 2,938,608 331,727 11 % 2,606,881 17,988,554 (615,797) (3 %) 18,604,351 (1,416,132) (8 90) 20,020,483 (977,888) (5 5') 20,998,371 (631,405) (3 9b) 21,629,776 1,710,731 32,597 2% 1,678,134 (311,632) (19%) 1,989,766 245,026 12% 1,744,740 (153,060) (9%) 1,897,800 498,352 108,797 22 % 389,555 (67,455) (17 %) 457,010 8,460 2 % 448,550 (125,618) (28 %) 574,168 730,787 (3,502) (0 %) 734,289 (12,864) (2 %) 747,153 29,453 4 % 717,700 (53,535) (7 %) 771,235 2,561,956 (310,644) (12 %) 2,872,600 135,359 5 % 2,737,241 (133,222) (5 %) 2,870,463 (115,262) (4 5') 2,985,725 454,954 (3,791) (1 0/.) 458,745 (1,589) (0 %) 460,334 (19,666) (4 %) 480,000 (20,000) (491.) 500,000 1,353,266 3,298 0% 1,349,968 64,831 5% 1,285,137 (154,863) (12%) 1,440,000 (30,000) (2%) 1,470,000 145,032 (24,258) (17 %) 169,290 17,569 10 % 151,721 18,721 12% 133,000 (31,450) (24 %) 164,450 200,829 (3,211) (2 %) 204,040 (2,726) (1 %) 206,766 (13,234) (6%) 220,000 (4,500) (29b) 224,500 171,948 (34,054) (20 %) 206,002 35,066 17 % 170,936 2,586 2 % 168,350 (19,250) (11 %) 187,600 228,063 19,919 9 % 208,144 (17,781) (9 1Y.) 225,925 (21,711) (10 9'o) 247,636 (12,824) (5 %) 260,460 1,075,969 998,295 93s% 77,674 33,183 43 % 44,491 (152,509) (343 %) 197,000 (3,000) (2 %) 200,000 359,223 25,871 7 % 333,352 (22,869) (7 %) 356,221 22,471 6 % 333,750 (57,250) (17 %) 391,000 411,425 (40,181) (10 %) 451,606 54,130 12% 397,476 (175,651) (44%) 573,127 (58,273) (10 %) 631,400 106,265 (11,"5) (11 %) 117,710 656 1 % 117,054 (42,946) (37 %) 160,000 - - 160,000 260,367 (128,287) (49 %) 388,654 18,219 5 % 370,435 (56,665) (15 %) 427,100 (174,114) (41 %) 601,214 1,862,566 (2,605) (01Y.) 1,865,171 (2,324) (0%) 1,867,495 (15,605) (1 %) 1,883,100 (1,000) (01Y.) 1,884,100 3,210,000 (300,500) (9 %) 3,510,500 (313,400) (9 90) 3,823,900 (208,000) (5 %) 4,031,900 (180,300) (4 %) 4,212,200 3,137,441 519,542 17 % 2,617,899 442,775 17 % 2,175,124 319,099 15 % 1,856,025 (550,608) (30 %) 2,406,633 137,062 (406,167) (296 %) 543,229 512,665 94 % 30,564 (149,436) (489 %) 180,000 - - 180,000 1,646,304 55,336 3 % 1,590,968 (628,400) (39 %) 2,219,368 (44,522) (2 %) 2,263,890 29,592 1 % 2,234,298 38,251,094 (120,787) (0%) 38,371,881 (1,482,719) (4%) 39,854,600 (1,520,102) (4%) 41,374,702 (2,191,857) (5 %) 43,566,559 Revised March 4, 2015 Town of Aurora - Five Year Operating Budget History TOTAL DEPARTMENTAL REVENUES and VARIANCES: Mayor & Council Chief Administrative Officer Legal & Legislative Services Corporate & Financial Services Corporate Revenue & Expense Building / Bylaw & Customer Services Planning & Development Services Infrastructure & Environmental Services Parks & Recreation TOTAL DEPARTMENTAL REVENUE Made Up Of: Financial Services Fees Planning Application Fees Other Planning Fees Investment Income / Interest Engineering Fees Parks & Rec Fees Supplemental Taxes Payments in Lieu of Taxes Federal & Provincial Grants Other Grants Parking Fines Building Permits All Other Bylaw Fines & Fees Animal Tag Revenue Trans From DC Reserves Trans From Capital & Other Reserves All Other TOTAL DEPARTMENTAL REVENUE 2011 2012 Act vs 2011 Act 2012 2013 Act vs 2012 Act 2013 2014 Bud vs 2013 Act 2014 2015 Bud vs 2014 Bud 2015 Actual Actual Actual Approved Budget Proposed Budget Dollars Percent Dollars Percent Dollars Percent Dollars Percent Fav / (UnFav) Fav / (UnFav) Fav / (UnFav) Fav / (UnFav) (2,625) 8,975 342 % (11,600) (8,000) (69 %) (3,600) 1,400 39 % (5,000) - - (5,000) - - n/a - 197 n/a (197) (197) (100 %) - - n/a - (318,093) (278,920) (88 %) (39,173) 35,396 90 % (74,569) 233,972 314 % (308,541) (117,865) (38 %) (190,676) (1,381,224) (365,086) (26%) (1,016,138) 152,911 15% (1,169,049) (500,049) (43%) (669,000) 321,000 48% (990,000) (7,319,179) (119,306) (2%) (7,199,873) 263,096 4% (7,462,969) (456,207) (6 %) (7,006,762) (148,044) (2 %) (6,858,718) (2,107,132) (38,437) (2%) (2,068,695) 54,834 3% (2,123,529) 429,713 20% (2,553,242) 108,608 4% (2,661,850) (1,413,112) (98,517) (7%) (1,314,595) 115,529 9% (1,430,124) 147,806 10% (1,577,930) (67,470) (4%) (1,510,460) (1,261,285) (279,406) (22%) (981,879) (11,429) (l %) (970,450) 161,869 17% (1,132,319) 49,580 4% (1,181,899) (5,244,964) 77,879 1 % (5,322,843) 27,878 1 % (5,350,721) 202,264 4% (5,552,985) (129,945) (2 %) (5,423,040) (19,047,614) (1,092,818) (6 %) (17,954,796) 630,412 4% (18,585,208) 220,571 1 9a (18,805,779) 15,864 0 % (18,821,643) (142,236) (8,818) (6 %) (133,418) (10,308) (8 %) (123,110) (4,110) (3%) (119,000) 10,000 8 % (129,000) (1,047,839) (218,110) (21 0/6) (829,729) (97,240) (12%) (732,489) (8,489) (1 %) (724,000) (106,200) (15%) (617,800) (138,583) (45,521) (33 %) (93,062) 20,792 22 % (113,854) (17,854) (16 %) (96,000) 55,300 58 % (151,300) (2,121,688) 40,844 2% (2,162,532) 515,395 24% (2,677,927) (727,927) (2791.) (1,950,000) (100,000) (5%) (1,850,000) (403,569) (247,616) (61 %) (155,953) 411,819 264 % (567,772) 132,228 23 % (700,000) 6,300 1 % (706,300) (5,038,281) 19,634 0 % (5,057,915) (7,111) (0 %) (5,050,804) 263,285 5 % (5,314,089) (115,612) (2 9' ) (5,198,477) (1,022,881) (416,713) (41 %) (606,168) 144,635 24 % (750,803) (500,803) (6791.) (250,000) 325,000 130 % (575,000) (216,107) 60,445 28 % (276,552) 18,584 7 % (295,136) 4,864 2% (300,000) (14,000) (5 %) (286,000) (57,440) 8,087 14 % (65,527) 3,043 5 % (68,570) (26,570) (39 %) (42,000) 3,600 9 % (45,600) (1,712,884) (24,264) (1 %) (1,688,620) 4,723 0% (1,693,343) 17,657 1 % (1,711,000) 314,118 18% (2,025,118) (168,616) (35,847) (21 %) (132,769) (24,194) (18 %) (108,575) 46,425 43 % (155,000) (40,000) (26 %) (115,000) (871,625) (108,205) (12%) (763,420) 140,286 18 % (903,706) 1,000,794 ill % (1,904,500) 395,500 21 % (2,300,000) (254,806) (45,954) (18 %) (208,852) (59,405) (28 %) (149,447) 15,403 10 % (164,850) 14,500 9 % (179,350) (41,706) 4,821 12% (46,527) (8,167) (18 %) (38,360) 6,640 17 % (45,000) (6,000) (13 %) (39,000) (2;471,410) 110,192 4% (2,581,602) 59,091 2% (2,640,693) (30,308) (1 %) (2,610,385) (16,177) (l 0/-) (2,594,208) (1,848,025) (223,122) (12%) (1,624,903) (111,316) (7%) (1,513,587) 40,603 3% (1,554,190) (1,019,277) (669.) (534,913) (1,489,918) 37,329 3% (1,527,247) (370,215) (240%) (1,157,032) 8,733 1 % (1,165,765) 308,812 26% (1,474,577) (19,047,614) (1,092,818) (6%) (17,954,796) 630,412 4% (18,585,208) 220,571 1 % 1 (18,805,779) 15,864 0% (18,821,643) 1 Infrastructure and Environmental Services Water, Wastewater and Stormwater Systems 2015 Budget Presentation March 9, 2015 2 Background •Comply with legislative and regulatory requirements –Clean Water Act –Environmental Protection Act –Health Protection and Promotion Act –Ontario Water Resources Act –Safe Drinking Water Act –Sustainable Water and Sewage Systems Act •Financial sustainability through full cost recovery including replacement funding •Water services costs are passed through from production to the final consumer. Toronto/Peel, York Region, Town, Consumer 3 Full Cost Recovery Council approved water system Financial Plan in February 2012 (staff report IES12-004) Goal is to achieve all aspects of the full cost model 4 System Overview •Drinking Water Supply –Blended Supply, 2014 ratio was 30% well supply and 70% Lake Ontario supply –Source is from 6 regional wells within Aurora, Toronto Water System and Peel Water System –Toronto and Peel wholesale to York Region who then wholesale to local municipalities –Town Responsible for distribution to end consumer (193 km town watermains) –592 commercial, 14,543 residential accounts 5 System Overview •Wastewater System –Primarily gravity collection system with 5 local pumping stations –Town responsible for wastewater collection from consumer and delivery to regional system (175 km of town sewers) 6 2015 Objectives •Wholesale Costs Increase 10% –York Region approves 10% annual increase on rates to 2015 •Actual Consumption Meets Forecast –Increase in accuracy of forecast reduces risk of revenue shortfall and minimizes reliance on reserve funding •Continued reduction of reserve reliance for operating costs 7 Operating Budget W/WW 2012 2013 2014 2015 2016 2017 2018 Gross Budget 13,953,839 15,437,665 16,629,011 17,793,335 19,073,041 20,149,456 21,043,895 Gross Actuals 13,908,982 14,322,150 15,984,229 $1,500,000 $6,500,000 $11,500,000 $16,500,000 $21,500,000 $26,500,000 W/WW Gross Operating Costs 8 Budget by Component W/WW 2012 2013 2014 2015 2016 2017 2018 Regional Charges Budget 8,903,556 9,897,116 10,580,942 11,639,036 12,660,641 13,519,161 14,166,030 Reserve Budget 1,726,000 1,800,000 1,800,000 2,100,000 2,300,000 2,500,000 2,700,000 Operating Budget 3,324,283 3,740,549 4,248,069 4,054,299 4,112,400 4,130,296 4,177,865 Regional Charges Actual 9,070,894 9,471,472 9,900,000 Reserve Actual 1,726,000 1,800,000 1,929,084 Operations Actual 3,112,088 3,050,678 4,155,145 - 5,000,000 10,000,000 15,000,000 20,000,000 25,000,000 9 2014 Budget to Actual Variance Salaries underspent $97,000 Materials and supplies ($36,000) Annual system maintenance and repair contracts underspent $86,000 Regional supply purchases underspent $680,000 Total underspent Gross 2014 budget $16,629,011 for variance of 5% Primary reason for Regional supply underspend is wet cool summer resulting in lower water consumption. $827,000 10 2015 Budget 2014 Budget Budget by Component W/WW Regional Supply 64% Salaries 9% Materials and Supplies 1% Contracted Services 14% Internal Transfers 1% contribution to reserves 11% Regional Supply 65% Salaries 9% Materials and Supplies 2% Contracted Services 11% Internal Transfers 1% contribution to reserves 12% 11 Regional Rate Forecast Wholesale water Supply 12 - 1 2 3 4 5 6 2012 2013 2014 2015 2016 2017 2018Cubic Metres Millions forecast Actuals 13 Calculation of Region Charge Estimated Volume to purchase from Region m3 Blended Rate Region Charges (reflecting May 1 rate change date) Cost 2014 5,500,000 $1.9238/ m3 $ 10,581,000 2015 5,500,000 $2.1162/ m3 $ 11,639,000 Percent Change 0% 10.0% 10% 14 W/WW Budget Overview 2014 Budget 2015 Budget % Change Region Charges 10,581,000 11,639,036 10.0% Operations 4,248,069 4,054,299 -4.6% Subtotal Expenses 14,829,011 15,693,335 5.8% Reserve Contributions 1,800,000 2,100,000 16.7% Less: Misc Revenue* (440,000) (334,000) -24.1% Net Expenses 16,189,011 17,459,335 7.8% Reserve to offset operating (624,000) (380,348) -39.0% Required rate revenues 14,471,175 15,454,109 9.7% 15 Composition of 9.7% increase in 2015 program costs Components Net Impact on Costs Salaries 0.4% $65,087 Materials costs 0.7% $105,300 Contracts -2.3% ($363,156) Reliance on reserve for operating 1.6% $243,652 Reserve Contribution (R/R program) 1.9% $300,000 Internal Transfers 0% $1,000 Misc Revenue 0.7% $106,000 Sum of Controllable cost pressures 2.9% $455,882 Regional Charges increase 6.8% $1,058,094 Sum of Impacts on Required Customer Revenues 9.7% $1,513,976 16 Cost/ Revenue Summary Costs Revenues Net Program Cost Estimated Volume sold to consumers m3 Blended Retail Rate (reflecting May 1 rate change date) Expected Revenues 2014 $15,565,000 4,785,000 $3.2529/ m3 $15,565,000 2015 $17,079,000 4,793,700 $3.5628/ m3 $17,079,000 Percent Change 9.7% 0.2% 9.5% for May 1, 2014) 9.7% 17 Region and Town Rate Contribution 0.0000 0.5000 1.0000 1.5000 2.0000 2.5000 3.0000 3.5000 4.0000 4.5000 5.0000 2012 2013 2014 2015 2016 2017 2018 Retail Rate Forecast Regional Wholesale Costs Town Costs 18 2015 Water Rate Retail Water Rate: 2014 $1.8015 per m3 2015 $1.9855 per m3 Increase $0.1840 per m3 Region Impact 5.1% Town Impact 5.1% Net Increase 10.2% 19 2015 Wastewater Rate Retail Wastewater Rate: 2014 $1.5287 per m3 2015 $1.6812 per m3 Increase $0.1525 per m3 Region Impact 6.8% Town Impact 3.1% Net Increase 9.9% 20 2015 Combined Rate Combined Retail Rate: 2014 $3.3301 per m3 2015 $3.6667 per m3 Increase $0.3366 per m3 Percent Increase 10.1% Impact on Residential User (245m3 annual average) Annually Quarterly 2014 $815.95 $203.99 2015 $898.35 $224.59 Net Increase $82.40 $20.60 21 Stormwater Budget 22 System Overview •Stormwater System –Entirely owned and operated by the Town (154 km town sewers) –Stormwater discharges predominantly into the Lake Simcoe watershed which is undergoing a provincially led water quality improvement initiative 23 Objectives •Comply with legislative and regulatory requirements –Conservation Authorities Act –Environmental Protection Act –Lake Simcoe Protection Act –Lakes and Rivers Improvements Act –Source Protection Act •Create sustainable funding for the long term maintenance and preservation of the infrastructure assets 24 Budget Objectives •Ensure adequate reserve contributions to sustain long term storm water system maintenance •Optimize program services •Establish rate to achieve fully funded program 25 Gross Cost Summary 2012 2013 2014 2015 2016 2017 2018 Operating Budget 429,543 372,667 423,260 458,640 486,187 502,106 505,387 Reserve 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 Operating Actual 425,005 235,709 320,503 Reserve Actual 1,000,000 1,000,000 1,000,000 - 200,000 400,000 600,000 800,000 1,000,000 1,200,000 1,400,000 1,600,000 Gross Costs 26 2014 Budget to Actual Variance Program Underspend Salaries 62,157 Operations 39,600 Gross 2014 Budget of $1,423,260 for variance of 7.8% 27 Stormwater Budget Overview 2014 Budget 2015 Budget % Change Operations 423,260 458,640 8.4% Reserve Contributions 1,000,000 1,000,000 0% Gross Expenses 1,423,260 1,458,640 2.5% Reliance on reserve for operating (110,260) (145,640) 32% Net program costs (to be recovered from Rates) 1,313,000 1,313,000 0% 28 Composition of 0% increase in 2015 program costs Components Net Impact on Costs Salary 0.04% $494 Materials costs 0% $0 Contracts 2.7% 35,400 Reliance on reserve for operating -2.69% ($35,380) Reserve Contribution no change 0% 0 Internal Transfers -0.04% ($514) Sum of Impacts on Required Customer Revenues 0% 0 29 2015 Storm Water Rate Year Residential Commercial 2014 (Annual Fees) $57.34 $755.57 2015 (Annual Fees) $57.34 $755.57 Increase $0 $0 30 Residential Annual Fees $0.00 $10.00 $20.00 $30.00 $40.00 $50.00 $60.00 $70.00 2011 2012 2013 2014 2015 Annual Residential Stormwater Fee