Community Planning & Real Estate

Transcription

1 214 FINANCIAL PLAN COMMUNITY PLANNING & REAL ESTATE Doug Gilchrist - Divisional Director Percent of General Fund Operating Division Summary = $3.8 Million 4% Urban Planning 15% Strategic Planning 7% Development Services 16% Real Estate 1% 96% Subdivision, Agriculture & Environment 16% Policy & Planning 36% Community Planning & Real Estate ($79,789) General Fund Operating = $15.4 Million Division Overview Revised Adopted Financial Plan Expenditures Change from Prior Year Percent Change Net Operating 3,388,729 3,837,7 448, % Capital 1,53,75 341,5 (712,25) (67.6%) Total Expenditure 4,442,479 4,179,2 (263,279) (5.9%) Authorized Positions % Page G1

2 214 FINANCIAL PLAN COMMUNITY PLANNING & REAL ESTATE The CP&RE Division plans for and facilitates the orderly, sustainable growth of our City and manages all land assets. All public and private sector development in the City is approved through this Division; including strategic City initiatives that strive to deliver on the multiple bottom line objectives of the community environmental, social and economic. DEVELOPMENT SERVICES Development Services develops and implements operational policies, processes and practices to ensure compliance with bylaws, codes, regulations and Council policies with respect to development approvals in the City. These rules govern the development process for subdivision development, road construction, utilities installation and the erection of buildings right through completion and occupancy. REAL ESTATE The Real Estate Department serves to maximize the value and utility of Kelowna s Real Estate Assets to a standard that sets the benchmark for the best mid-sized city in North America. In order to accomplish this goal they are committed to being fair, equitable, and efficient when acquiring, developing, managing, maintaining, and disposing of the City s real estate and building assets. STRATEGIC PLANNING The Strategic Planning Department is a flexible and innovative group mandated to address; divisional performance management, emergent planning related issues and special initiatives as required. SUBDIVISION, AGRICULTURE & ENVIRONMENT The Subdivision, Agriculture & Environment Department is focused on guiding sustainable land use which will; support the community vision in OCP, protect and enhance our natural environment, and foster healthy and productive agriculture recognizing the vital role each play in the success of our economic future. URBAN PLANNING The Urban Planning Department is a forward-looking branch that plans, promotes and advocates change that moves this city towards the Kelowna envisioned by the citizens we serve. The work of this Department concentrates on planning and executing for the development needs of today processing land use and development permit applications and providing advice and information on planning processes. POLICY & PLANNING The Policy & Planning Department is primarily responsible for land use policy development, monitoring and reporting. In addition this department develops a long range vision for the City and in part, delivers this vision through partnerships, policy and program administration. Page G2

3 214 FINANCIAL PLAN COMMUNITY PLANNING & REAL ESTATE Drivers & Activities Division Drivers Adding Value for Citizens & Customers Innovating Through Measured Risk Taking Collaborating and Communicating Effectively Balancing Facilitation with Regulation Following Through - A Focus on Results Activities by Council Priority Grow our economy Ensure City of Kelowna representation on industry Boards/Committee LGMA Approving Officer's Committee Real Estate of BC Board Advance long range planning and research partnerships Secure rail corridor for long-term transportation link and plan future use Administer four grants programs (Heritage, Social Development, Emergency, Prevention of Sexual Exploitation of Youth) Rutland revitalization initiative Aqua resort land exchange Watt Road redevelopment initiative Continue delivery of Downtown Revitalization initiatives (IHA, Parkades, etc.) Enhance quality of life Respond to Provincial and Federal legislative changes affecting municipalities. Including zoning and bylaw updates: Provincial Liquor License Policy Review Federal Government Marihuana Grow-Op regulation changes Conduct hospital area interface analysis Review of farm class usage for residential purpose Implement Climate Action Plan recommendations Support Mission Creek Restoration Plan Wildfire fuel modification review Complete upgrades to Rio Drive Define community mobility targets using community survey information Rutland Centennial Park revitalization Focus on results Complete Strategic Zoning Bylaw and Policy updates as needed Create and Test Local Area Planning/Communications Framework Implementation of Housing Strategy recommendations Reconstruct I6 Zone Implement divisional key performance indicators Complete fees and charges inventory and review Achieve first Accreditation Certification for a municipal Building & Permitting branch in Canada Advance strategic area plans on priority basis kelowna.ca

4 214 FINANCIAL PLAN COMMUNITY PLANNING & REAL ESTATE Deliver on our plan Implementation of the Development Application Process Review recommendations Sign Bylaw Create Project Charter to scope/plan Sign Bylaw Update project Complete evaluation of Advisory Design Team (value, efficiency) Complete evaluation of Development Permit exemptions and implement amendments Conduct quality assurance audits in the Building & Permitting Branch Track and share development statistics with community and industry Council Committee oversight (Heritage, Agriculture Advisory) Drysdale Road redevelopment initiative Cedar Avenue redevelopment initiative Completion of Citywide parking policy kelowna.ca

5 214 FINANCIAL PLAN COMMUNITY PLANNING & REAL ESTATE PROGRAM INPUT MEASURES Actual 212 Rev. Adopted 213 Financial Plan ,511 (66,865) (79,789) Net Operating Expenditures 35,511 (66,865) (79,789) PROGRAM INPUT MEASURES Actual 212 Rev. Adopted 213 Financial Plan 214 Development Services 148 Development Services (2,339,655) (2,387,375) (2,486,875) 149 Building, Plumbing & Gas Inspections 1,176,92 1,195,237 1,195, Building & Permitting 1,151,226 1,534,987 1,535, Plumbing & Gas Inspectors 6, Development Engineering 355,472 37,387 37, One Window Admin 6,419 Net Operating Expenditures 356, , ,536 PROGRAM INPUT MEASURES Actual 212 Rev. Adopted 213 Financial Plan 214 Policy & Planning 117 Community Planning 617, , , Policy & Planning 341, , , Long Range Planning 246,49 282, ,292 Net Operating Expenditures 1,24,927 1,22,352 1,42,772 PROGRAM INPUT MEASURES Actual 212 Rev. Adopted 213 Financial Plan 214 Subdivision, Agriculture & Environment 147 Subdivision, Agriculture & Environment 182, ,87 315, Subdivision, Agriculture & Environment Service 424,13 382, ,581 Net Operating Expenditures 66, ,82 612,93 PROGRAM INPUT MEASURES Actual 212 Rev. Adopted 213 Financial Plan 214 Real Estate 116 Real Estate Services 321, , , Strategic Land Development 87,853 5,542 5, Real Estate 243, ,92 234, Property Management (447,946) (268,52) (61,83) 252 Parking Services (15,) (15,) Net Operating Expenditures 24, ,789 39,88 PROGRAM INPUT MEASURES Actual 212 Rev. Adopted 213 Financial Plan 214 Urban Planning 145 Land Use Management (58,54) 75,18 69, Urban Planning 336,13 447, ,28 Net Operating Expenditures 277, , ,778 PROGRAM INPUT MEASURES Actual 212 Rev. Adopted 213 Financial Plan 214 Strategic Planning 253 Strategic Planning 149, ,692 Net Operating Expenditures 149, ,692 Total Division Net Operating Expenditures 2,955,644 3,388,729 3,837,7 Page G5

6 214 FINANCIAL PLAN COMMUNITY PLANNING REAL ESTATE PERFORMANCE MEASURES Actual 212 Estimated 213 Proposed 214 PROGRAM Finance Administration The Financial Risk Revenue Purchasing Administration Management OUTPUTS Accounting Planning Section of and the Stores payroll is Section is responsible and Section function, Systems prepares is responsible is for utility for responsible Section the providing billing administration Corporate for prepares the function for leadership development, acquiring Budget, annual and of: property and investment the manages financial direction implementation, materials, taxes, statements, reserve of to the general equipment Financial City's balances, coordination accounts funds Services addition and develops are services receivable to and the in the utility Development Applications Received Development Files Authorized By Council Development Files Authorized By Staff Subdivision Applications Soil Deposit Applications ALR Applications Reports to Council per FTE Oversight of Council Committees Construction value of Building Permits $287M $325M $265M Building Permits 1,866 1,911 1,889 Gas Permits 2,4 2,629 2,54 Plumbing Permits 1,217 1,386 1,31 Total # of Building Inspections 11,3 1,25 1,662 Total # of Plumbing & Gas Inspections 11,412 1,9 11,156 Development Applications reviewed Engineering Construction Drawings Utility Drawings reviewed Building Permit Applications reviewed Strata Applications reviewed Road Releases reviewed Deferred Revenue Releases rd Party Releases of Right of Ways As-Builts Drawings reviewed Total # of Site Inspections conducted by Dev. Engineering Property Acquisition Total Value $1.7M $5M $7M Area (acres) Parcels acquired Park Property Acquisition Value $8.5M $3M $5M Area (acre) Parcels acquired Surplus Property Disposition (full title and/or partial) Total Value $2.75M $3M $5M Area (acres) Number of dispositions Arrears ratio building (Amount Collected / Amount Due) 93% 9% 95% Rental Vacancy Rate 3% 5% 5% PROGRAM OUTCOMES Staff initiated Zoning Bylaw amendments (improvements) New or revised policies New or revised info packages (web updates, brochures etc.)

7 214 FINANCIAL PLAN COMMUNITY PLANNING REAL ESTATE % of 1-2 family building permit applications approved for 93% 95% 96% issuance within 1 working days % of building permit applications for commercial, multi-family, 8% 83% 85% % of inspections made within 48 hours of request 91% 96% 97% % of Service Requests concluded within 5 working days of report 9% 92% 93% Okanagan Lake Foreshore Restoration & Rehabilitation 5538 m m 2 3 m 2 Stream Restoration & Rehabilitation 11,113 m 2 83,771 m 2 14, m 2 Natural Slope Restoration & Rehabilitation 65,278 m 2 135,7 m 2 14, m 2 Infrastructure Tenure (Drainage, Sewer, Water, Hydro) Requested (Civic / Development) Completed Transportation Tenure (Road reserves, widenings) Requested (Civic / Development) Completed Assessed value of City Real Estate Assets Land $1.1 B $1.2B $1.3B Improvements $295M $3M $35M Area of City owned Land 4,8 ac 4,85 ac 4,9 ac Percentage of municipality owned by the City excl. roads 9.82% 9.93% 1.% EFFICIENCY MEASURES Average number of development applications per Planner Average number of total applications per Planner Average number of inspections per inspector 2,271 2,91 2,1 % of inspection costs recovered by permit revenues 1% 1% 1% Interdepartmental initiatives participated in Director Approved Development/Heritage Permits Monthly Average of Development Customer Inquiries n/a Maintenance program ratio 2% 2% 5% Current agreement ratio 85% 9% 95% CUSTOMER SATISFACTION Closed service requests: Policy & Planning Real Estate 4 4 Urban Planning 75 Strategic Planning Subdivision, Ag, Env. 1 Development Services Presentations to external interests 25 Business improvement initatives 8 1 Online satisfaction survey (internal clients) - Real Estate 8% 8% 8% Online satisfaction survey rating (Commercial tenants) 75% 8% 8% Online satisfaction survey rating (Residential tenants) 75% 8% 8% Online satisfaction survey rating (Civic tenants) 8% 85% 9% INNOVATION AND LEARNING 22 Building & Permitting staff achieved certification Building BCBC & Permitting created an information booklet major Development 212 Building Process Code Review changes; undertaken which is has been used by 1 Creation of Development 11 program 1 1

8 214 FINANCIAL PLAN COMMUNITY PLANNING & REAL ESTATE General Fund REVENUES / EXPENDITURES BY CATEGORY Actual 212 Revised 213 Provisional 214 REVENUE PROPERTY TAX PARCEL TAX FEES AND CHARGES ( 7,374,695) ( 6,734,684) ( 6,871,785) OTHER REVENUE ( 58,774) ( 65,59) ( 32,34) TRANSFERS FROM FUNDS Special (Stat Reserve) Funds ( 19,) Development Cost Charges Accumulated Surplus ( 92,92) ( 1,126,71) ( 14,) TOTAL REVENUE ( 7,525,561) ( 7,926,984) ( 7,63,125) EXPENDITURES SALARIES AND WAGES 6,239,563 6,553,575 6,91,976 INTERNAL EQUIPMENT 189, , ,188 MATERIAL AND OTHER 1,443,546 2,852,389 2,15,747 CONTRACT SERVICES 95, , ,318 DEBT INTEREST DEBT PRINCIPAL INTERNAL ALLOCATIONS 125,595 97,8 97,8 TRANSFERS TO FUNDS Special (Stat Reserve) Funds 948, , ,834 Development Cost Charges Accumulated Surplus 583,385 24,4 24,962 TOTAL EXPENDITURES 1,481,25 11,315,713 1,9,825 NET OPERATING EXPENDITURES 2,955,644 3,388,729 3,837,7 CAPITAL EXPENDITURES GROSS EXPENDITURES 3,58,565 3,215,7 3,637, OTHER FUNDING SOURCES ( 3,364,187) ( 2,161,32) ( 3,295,5) TAXATION CAPITAL 144,378 1,53,75 341,5 NET OPERATING & TAX CAPITAL EXP. 3,1,22 4,442,479 4,179,2 AUTHORIZED F.T.E. POSITIONS Budgeted Fte's 212 Actual 212 Revised 213 Provisional 214 Salaried Hourly Page G8

9 214 FINANCIAL PLAN COMMUNITY PLANNING & REAL ESTATE Description of Operating Program Changes TOTAL FTE 213 Revised Budget 3,388, Net Impacts One-time Operating Requests One-time Expenditure Reductions 184,59 2. Incremental Costs - Prior year(s) 16 Salary Adjustments 38,291 Other Adjustments (21) Departmental Adjustments 4, , ,615, Program Additions 214 Operating Requests 221, Expenditure Reductions 221, Provisional 3,837, Unfunded 214 Requests 214 Operating Requests 214 Expenditure Reductions - Total Unfunded Requests for 214. Page G9

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11 214 Operating Requests PROVISIONAL Budget Summary General Fund Page Description Cost Reserve Borrow Gov/Contr Revenue Utility Cat G1 Statutory Rights of Way 1, (1,) G2 Manager, Strategic Land 15, (15,) OT Development - Special Projects G3 Permit & Inspection Revenue (1,) 1, OT Increase G4 City of Kelowna Heritage Grants 5, (5,) OG Program G5 Rutland Renaissance 11, (11,) OT Community Engagement G6 Mission Community Police 6, (6,) OG Office Lease G7 Rental Properties, Concessions 63,894 72,856 (136,75) OG & Kiosks Adjustments 8 Library Plaza Parkade - 19, (19,) OT Construction of Office Space 9 Parking Equipment & Parkade 21,84 (21,84) OG Expansion Operating Changes 1 Parking Services Manager 14,53 (14,53) OG 11 Development Application 1, (1,) OT Process Improvement Division Priority 1 Total 355,37 (84,636) (48,984) (221,75) OG Total Priority 1 Operating 355,37 (84,636) (48,984) (221,75) Page

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13 214 Operating Request Details Division: Department: Real Estate ON-GOING Title: Statutory Rights of Way NEW The Public Sector Accounting Board requires that Statutory Rights of Way be funded from an operating instead of a capital budget. These funds are required for acquiring general Statutory Rights of Way as they occur from time to time. Deliver on Our Plan 214 1, (1,) 215 1, (1,) 216 Division: Department: Title: 1, Real Estate Manager, Strategic Land Development - Special Projects ONE-TIME The identification of future strategic land assemblies, the adding of value to real property dispositions, and the realization of the Official Community Plan (OCP) and corporate objectives through creative real estate strategies encompass the mandate of the Strategic Land Development branch. Several projects and properties have been identified that have the potential of returning social, economic, environmental, and cultural benefits to the City. To deliver many of these projects, an additional Project Manager is required. This cost will be recovered as part of redevelopment and disposition. NEW (1,) The key project that this position will be monitoring is the Kelowna Pacific Railway bankruptcy as well as assisting with other on-going redevelopment initiatives across the City. Deliver on Our Plan , (15,) Page G13

14 214 Operating Request Details Division: Department: Development Services Title: Permit & Inspection Revenue Increase This request is to increase permit and inspection revenue to reflect actual experience. ONE-TIME EXISTING 214 Base Budgets: Commercial - Alteration Value (S35) $157, Plumbing Permits (S358) $256,921 Residential Apartment - Alteration Value (S3512) $4 Residential Semi-Detached - New Value (S3517) $12,2 Swimming Pools (S3525) $7,7 Heating Permits (S3527) $119,331 Deliver on Our Plan 214 (1,) 1, Division: Department: Title: Policy & Planning City of Kelowna Heritage Grants Program ON-GOING EXISTING Council resolution from the February 18, 213 meeting requested 'THAT Council directs staff to increase the funding for the City of Kelowna Heritage Grants Program from $3, to $35, as a Priority 1 or 2 in the 214 Budget.' The additional funds would be used to increase the grants available to Kelowna Heritage Register homeowners undertaking property improvements that preserve heritage character. Applications for assistance are reviewed and prioritized by a committee to ensure compliance with grant program terms of reference and achievement of program objectives. Deliver on Our Plan 214 5, (5,) 215 5, (5,) 216 5, (5,) Page G14

15 214 Operating Request Details Division: Department: Policy & Planning ONE-TIME Title: Rutland Renaissance Community Engagement NEW Much planning work has been undertaken in the Rutland area, which has typically involved discussions with residents, businesses and community groups. Through those discussions, a consistent theme has evolved - the community is yearning for immediate, tangible, and effective achievement of their goals for an aesthetically pleasing and economically thriving town centre. During the timeframe, there is an initiative to advance the revitalization of Rutland Town Centre, building on the desire from merchants, residents, property owners and other stakeholders. The "Rutland Renaissance" community engagement and project delivery initiative is intended to generate short term (6-12 month) wins through city-funded, community-determined and implemented Rutland-focused actions. The City will request input and liaison assistance from The Rutland Unified Stakeholders Team (TRUST) and other community stakeholders. Focus on Results , (11,) Division: Department: Title: Real Estate Mission Community Police Office Lease ON-GOING In 213, a Financial Plan amendment was approved for the lease of office space at the Regional District for moving the Mission Community Police Station. This request provides for the ongoing lease requirement for that facility. NEW Focus on Results 214 6, (6,) 215 6, (6,) 216 6, (6,) Page G15

16 214 Operating Request Details Division: Department: Real Estate ON-GOING Title: Rental Properties, Concessions & Kiosks Adjustments NEW The Property Management branch has been mandated to administer the City of Kelowna's rental properties including residential, commercial, industrial, waterfront, vacant land and activity concessions at various locations throughout the City. This request acknowledges fluctuating rental revenues (including rental increases) and concession properties and other changes that have occurred in the City's rental portfolio. The summary of the impact is as follows: Concession revenue adjustment: $5,458 Residential rental revenue adjustment: $42,152 Commercial rental revenue adjustment: $782 Significant changes to the portfolio in 214 include loss revenue from 165 Dougal Road, 4761 Gordon Drive, 641 Cambridge Ave, 325/345 Rutland Road and Hardy Street Commercial Properties. Commercial retail revenue was adjusted for tenants in the parkade that need to contribute to the Parking Reserve. Deliver on Our Plan ,894 72,856 (136,75) ,894 73,421 (137,315) 216 Division: Department: Title: 63,894 Real Estate Library Plaza Parkade - Construction of Office Space 73,31 ONE-TIME NEW (137,195) As part of the Library Plaza Parkade expansion project, the City's downtown parking contractor will be relocated into a small commercial space within the facility. This move will provide a physical presence at the parkade to improve security and customer service. The full cost of these improvements will be recovered within the first year from cost savings realized through a reduction in the monthly management fee of $1,667/month ($2,4/year) currently paid to Imperial Parking to provide a downtown storefront location in 215. Deliver on Our Plan , (19,) Page G16

17 214 Operating Request Details Division: Department: Real Estate ON-GOING Title: Parking Equipment & Parkade Expansion Operating Changes NEW This request includes estimated increased revenues and expenses related to the expansion of the Library Plaza Parkade and loss of revenue from the closure of the Doyle and Ellis Lot. The new ongoing expenses shown in this request are not inclusive as debt payments on the loan obtained for expansion of the parkade will be charged directly to the Downtown parking reserve. Also included are increased operating costs for additional on-street parking meters, ongoing maintenance of the Chapman Parkade security camera system and an additional enforcement handheld device. Net of revenue and expenses = $16,31 (Beginning in 215) will be contributed to the Downtown parking reserve ** RELATED TO 214 CAPITAL REQUEST (PARKING-EQUIPMENT) Deliver on Our Plan ,84 (21,84) ,93 16,31 (58,24) 216 Division: Department: Title: 41,93 Real Estate 16,31 Parking Services Manager (58,24) ON-GOING This request is to support the reorganization of the management structure within the Community Planning & Real Estate Division. The reach and complexity of parking management, technology, infrastructure, systems and enforcement has continued to increase over the last several years. A review of the current department structure was completed and it was determined that a manager is required to lead the Parking Services branch as a separate business unit. With continued growth and emerging issues in several town centers, a greater emphasis on parking issues, with a focus on development of new programs and efficient parking management initiatives is urgently needed. Creation of an asset management plan to continue renewal of parking infrastructure (equipment and facilities) and implementation of the City-wide parking strategy will be key responsibilities for this position. If approved, the current Parking Coordinator will move into this position. The Parking Coordinator position will be reviewed in the future to assesses the needs of the parking management branch. NEW Focus on Results ,53 (14,53) ,53 (14,53) ,53 (14,53) Page G17

18 Division: Department: Title: 214 Operating Request Details Strategic Planning Development Application Process Improvement ONE-TIME NEW In May of 213, Council endorsed the Development Application Process Review report and associated recommendations. In order to facilitate the implementation of several of the recommendations (improved website design for development information, YouTube informational video, web application) staff is seeking an increase of $1,. Focus on Results 214 1, (1,) Page G18