Off-Site Levy Bylaw No. 2135
Edson, Alberta
· No. 2135
· adopted 2013-09-17
· summary & facts
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| | BYLAW NO. 2135
| OF THE TOWN OF EDSON
| (HEREINAFTER REFERRED TO AS THE "MUNICIPALITY")
| |
1 | IN THE PROVINCE OF ALBERTA
||
| | Being a Bylaw of the Town of Edson to establish an Off-Site Levy for land that
_ is to be subdivided or developed within the Town of Edson.
| WHEREAS the Municipal Government Act, RSA 2000, cM-26 as amended or
| | repealed and replaced from time to time, permits a Council to impose a levy
| known as an Off-Site Levy in respect of land to be developed or subdivided'
| | within a municipality's limits, and to authorize an Agreement to be entered into
| for payment of the levy;
| AND WHEREAS the Municipality has engaged in consultation with
| representatives of the development industry to address and define existing and
| future infrastructure requirements of the Municipality with respect to
| | circumstances of the Municipality and the benefits of development;
| AND WHEREAS the Council engaged the firm of Corvus Business Advisors to
| _ prepare a Report in respect of upgrades to Off-Site Infrastructure which set out
} | a fair and equitable calculation of Off-Site Levies in accordance with the
| purpose of the Municipal Government Act, RSA 2000, cM-26, as amended or
repealed and replaced from time to time;
| AND WHEREAS Council has advertised its intention to consider the provision
_ of this Bylaw pursuant to the requirements of the Municipal Government Act,
| | RSA 2000, cM-26, as amended or repealed and replaced from time to time:
| | NOW THEREFORE, THE COUNCIL OF THE MUNICIPALITY DULY
| ASSEMBLED ENACTS AS FOLLOWS:
'1. Bylaw Title
} | 4.4 This bylaw shall be cited as the Town of Edson's "Off-Site Levy Bylaw'.
} 2. Definitions
| | 2.1 The following terms shall have the following meanings in this Bylaw:
| |
| | a) "Applicant" means the person who applies for subdivision or
| | development approval:
b) "Bylaw" means this off-site levy bylaw established by the
| Municipality;
Page 2 of 6
} C) "Chief Administrative Officer" means the Chief Administrative
| Officer for the municipality, regardless of the specific title that
| may be conferred on that Officer by Council from time to time;
| | d) "Council" means the Council for the Town of Edson;
} | e) "Date of Plan Endorsement" means the date the Municipality's
} | Subdivision Authority endorses a Plan of Subdivision.
1 | f) "Developable Land" shall mean all land contained within the
|| Development Region:
| i. Upon which Development takes place after the date of
| passing of this Bylaw; or
| il. For which Subdivision approval is obtained after the date
| of passing of this Bylaw;
| Excluding all Developed Land.
| g) "Developed Land" shall mean land that has been subject to
| | Development or a Subdivision prior to the date of passing of this
| Bylaw, and in respect of which off-site levies for the same
| | services have been paid.
h) "Development" means "development" as defined in the
|| | Municipal Government Act, RSA 2000, cM-26, s616, as
amended or repealed and replaced from time to time.
| | i) "Development Agreement" means "development agreement"
| as referred to in the Municipal Government Act, RSA 2000, cM-
| 26, ss650 and ss655, as amended or repealed and replaced
1 | from time to time.
|| |
| | j) "Development Region" includes the area of land within the
| municipal boundaries of the Municipality identified in Schedule
| | "A" attached.
| | k) "Growth" shall mean:
| | i. The creation of new lots through Subdivision; and
| ii. The occurrence of Development.
l) "Municipality" means the Town of Edson.
| | m) "Off-Site Infrastructure" shall mean those components and
| | projects referred to in the Report, in relation to water facilities,
| | sanitary sewer facilities, storm water facilities and arterial
| roadways.
|
| | Page 3 of 6
| | n) "Off-Site Levy" means the offsite levy imposed pursuant to this
| | Bylaw under the authority of the Municipal Government Act, RSA
| | 2000, cM-26, as amended or repealed and replaced from time to
| time.
| |
| | 0) "Reports" means:
i.) The Corvus Business Advisors Town of Edson Off-site
| | Levy Rates Report Version 3.0 dated July 4, 2013
| (Schedule "C" of this Bylaw);
|
| ii.) The Municipal Servicing Plan Update prepared by
AECOM dated December, 2011;
iii.) ©The Storm Water Management Plan prepared by
AECOM dated July, 2005; and
iv.) |The Off-Site Levy Rates- Appendix A report prepared by
AECOM dated May, 2013.
| p) "Subdivision" means "subdivision" as defined the Municipal
| Government Act, RSA 2000, cM-26, s616, as amended or
repealed and replaced from time to time.
3: Imposition of Levy
3.1 There is hereby imposed a levy which shall be known as an Off-Site
Levy in respect of all Developable Land.
| a2 The amount of the Off-Site Levy imposed is as calculated in Schedule
"B" of this bylaw.
3.3. The Off-Site Levy is comprised of the Off-Site Infrastructure, and
pursuant to the calculation details contained in this Bylaw and the
| Report.
| 3.4 The Off-Site Levy will be assessed on all Developable Land within the
Development Region, Schedule "A" of this Bylaw, on a per hectare
basis, excluding those portions of Developable Land that are designated
| | pursuant to a Subdivision as:
| | a) Environmental Reserve;
| | b) Municipal Reserve, and
| | C) Arterial road right-of-way.
|| |
| 3.5 The Off-Site Levy shall be imposed on:
| a) A Developable Area on the date of Subdivision approval, and
|
| | b) A Developable Area, on the date of issuance of a Development
|| | Permit.
|
Page 4 of 6 |
| 3.6 Any payment of an Off-Site Levy pursuant to this Bylaw which is not
| | made when due shall be a debt owing to the Municipality by the
| Applicant. Where an Applicant fails, neglects or refuses to pay the Off-
| Site Levy imposed, the Municipality may:
a) Where the Off-Site levy is imposed as a condition of Subdivision
| approval, refuse to endorse the plan of subdivision; or
| | b) Where the Off-Site levy is imposed as a condition of the
| | Development permit, issue a stop order to cease the
| Development and if such stop order is not followed, suspend or
| cancel the Development permit in accordance with the
| Municipality's Land Use Bylaw No. 2070, as amended; or
| c) Take such other legal action;
| until the Applicant has paid the imposed Off-Site Levy.
| 4. Objects, Principles and Criteria
| 4.1 The objects, principals and criteria of the Off-Site Levy shall be in
accordance with the following:
| a) This Bylaw creates an Off-Site Levy to provide funds for the
| construction of Off-Site Infrastructure required for Growth.
|
| b) Development in new growth areas through Off-Site Levies will
provide the capital that will fund the infrastructure required for
| Growth. Those who benefit from the infrastructure, which is
defined by all Developable Land in the Development Region,
should share proportionally, on a per hectare basis, in related
| costs.
|
| | C) Provision of Off-Site Infrastructure by developers of Developable
| | Land will not create an advantage or penalty due to the time or
| location of development.
d) Off-Site Infrastructure will be provided to maintain sustainable,
cost effective and orderly Growth.
} | e) The calculation of the Off-Site Levy should be an open and
| transparent process.
| f) The calculation of the Off-Site Levy will be credited to a separate
and distinct, identifiable Off-Site Levy account, which may be
| invested as per the Municipality's Investment Policy until used for
| | the construction of the specified Off-Site Infrastructure. The
|| | management of the Off-Site Levy account should be an audited
| | process, with reports available to the public and industry.
1
g) The Off-Site Levy will help allow the Municipality to recover the
| cost of infrastructure required for Growth:
| |
|| | i. Using financing strategies that remain sustainable;
| F 2
||
Page 5 of 6
|
| il. Facilitating development by reducing risk on early
developers and ensuring future developers share the
costs of the facilities from which they benefit; and
| ili, Promoting cost effective and orderly development.
| h) The Off-Site Levy will help promote orderly development by;
|
|| | i. Providing Off-Site Infrastructure, once the appropriate
1 | planning is in place, and when warranted in development;
|
| | and
| | ii. Providing infrastructure for contiguous development.
i) The Off-Site Levy will help create a transparent process by;
i. Providing opportunity for industry input into the levy, its
definition and administration;
| ii. Conforming with the Municipal Government Act, RSA
| | 2000, cM-26, as amended or repealed and replaced from
| time to time; and
| | ili, Providing reports on the Off-Site Levy.
| }) The Off-Site Levy will help create a clear process for calculation
| of the rate, levies and credits by:
i. Creating consistent and predictable levies and credits;
| ii. Creating predictable and stable levies over time; and
|
| ili, Documenting a process for establishing the levy rate.
| oD: Development Agreement
| 5.1 The entering into of a Development Agreement with respect to, amongst
| other things, the collection of an Off-Site Levy is hereby authorized.
| 5.2 Council may from time to time adopt policies or guidelines for the
| assistance and direction of the Chief Administrative Officer in
| | determining which Development and Subdivision applications shall
| | require a Development Agreement.
| 6. Accounting
| | 6.1 All funds collected pursuant to this Bylaw shall be accounted for in a
} | special fund and expended only as permitted under the provisions of the
| Municipal Government Act, RSA 2000, cM-26, as amended or repealed
| and replaced from time to time.
||
|
||
| | Van)
|
| | Page 6 of 6
Zz General
el Nothing in this Bylaw precludes the Municipality from imposing further or
1 different levies, duly enacted by bylaw, on any portion of the
| | Developable Lands in respect of which the Municipality has not collected
| | Off-Site Levies;
7.2 This Bylaw applies to:
| a) Any Subdivision where the date of the Subdivision approval
| occurs on or after the date this Bylaw comes into force; and
|
| b) Any Development where the date of issuance of a Development
| Permit occurs on or after the date this Bylaw comes into force.
73 This Bylaw shall take effect and come into force effective after final
reading and signature thereof by the Chief Elected Official and Chief
| Administrative Officer, or their authorized delegates.
| READ a first time this 16th day of July, A.D. 2013.
Mayor
| Director of Finance
| | READ a second time this 20th day of August, A.D. 2013.
| |
| | Lobo
| | Director of Finance
|
| |
| - READ a third time and finally passed this 17th day of September A.D. 2013.
| : i
S ay
1 | Director of Finance
|
|
|
|
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BYLAW NO. 2177 AMENDING BYLAW NO. 2135 -- SCHEDULE "B"
SUMMARY OF OFF-SITE LEVY RATES BY AREA
PAGE ONE OF THREE
1. AMOUNT OF LEVY
For land that is to be subdivided or developed, the amount of the levy per
hectare shall be as follows:
# CHARGES CHARGES CHARGES CHARGES
Pp oan | Sazoe| = | 83,417) | $22,022
p42 | Sa7ooe] = | 83,417] = $21,022
| 13 | Sa7os| = |S 83,4a7] | $21,022
| 2a | Sa 606| = | S847] | 8.21,022
| 22 | Sa7606| S86] 83,47] = | 8.21,109 |
| 3.0 | $17,606 $47,593; $3,417; | $68,615 |
| 42 | St7oos| | 84a7| 821,022 |
p42 | Sa7oos| - | SS 884a7| | 8.21,022 |
| 43 | $17,606; ss S86| $3,417, = S| $21,209 |
| 5.0 | ___--$7,606| $47,593] $3,417, - S| $68,615,
| 60 | _--$17,606| ~--$47,593| $3,417, - S| $68,615
| 70 | $17,606] $47,593] $3,417, | $68,615 |
| 30 | _--ssizeoe| S86] $3,417, = S| $21,209 |
| 91 | $17,606] $47,593] 3,47] | | $68,615
| 92 | stoosf = | CT- S.97,606 |
| 100 | _--sizeos| Ss - S| S347] = S| $2,022
| azo | $17,606; ~~ 86] --$3,4i7|_ ~~ $21, 209 |
| 421 | $17,606] $47,593] $3,4i7| = | $68,615
| 122 | ~----$17,606| S86] $3,4a7| = | $21,209 |
| 123 | $17,606] $47,593] $3,4i7| = | $68,615 |
| 13a | St7,606| S86] $3,4t7| = | $21,209 |
| 13.2 | $17,606] -- S86| $3,417] --- ~S--| ~$21, 109 |
| 133 | --$17,606| $86] --$3,4t7| = S| $21,209 |
| 140 | $17,606; $86] $3,417] - S| $21,109 |
| 150 | _--s$17,606| S86] $3,417) = S| $21,109
| 160 | --_--_--$7,606| $47,506] --s$3,4i7|_-- = |S $68,529 |
| 170 | S37606; = | 83,47] = |S, 022|
| 180 | __--ssi7eoo| Ss - S| S847] = | 8:21,022 |
| 391 | St7606| = S| SS 83,417/ = | 8.21,022 |
| 192 | Sa7eos| = |S 88,417] = | 8:21,022 |
| 200 | ----si7eoe| = | S847] = | 821,022
| 20 | ss saveos| S| SS 4a7f |S Stn2 |)
C
BYLAW NO. 2177 AMENDING BYLAW NO. 2135 -- SCHEDULE "B"
SUMMARY OF OFF-SITE LEVY RATES BY AREA
PAGE TWO OF THREE
AREA REF. | TRANSPORTATION | WATER SANITARY STORM TOTAL
it CHARGES CHARGES | CHARGES | CHARGES
$17,606| - | $3,4a7|_ = | $21,022
$17,606 $47,593 $3,417| - | $68,615
$17,606 $3,417| = | $21,109
$17,606] - | $3,417] = | 8:2,022
$17,606] - | $3,417| = | 8:2,022
$17,606] - | $3,417| = | 8.21,022
$17,606] - | 83,417, = | 821,022
$17,606| - | $37,195] = | $54,802
$17,606 $37,195| = | $54,888
$17,606 $3,417| = | $21,109
$17,606 $3,417| = | $21,109
$17,606 §3,417| = | $21,109
$17,606 $37,195| = | $54,888
$17,606 $37,195| = | $54,888
$17,606 $47,593 $37,195; - | $102,394
$17,606 $47,593 $37,195; - | $102,394
$17,606 $47,593 $37,195| - «| _~--« $102,394
$17,606 $47,593 $37,195| - | $102,394
$17,606 $47,593 $37,195| - «| _---- $102,394
$17,606 $47,593 $37,195| = - -----| $102,394
$17,606 $47,593 $37,195| - | $102,394
$17,606 $47,593 $37,195| - ~--s«| $102,394
$17,606 $47,593 $37,195| - (| ~~: $102,394
$17,606 $47,593 $37,195| - ----s«|_----« $102,394
$17,606] - | $37,195] = | $54,802
$17,606; | $37,195] = | $54,802
$17,606| - || $37,195] = | $54,801
2. CALCULATION OF LEVY
The Off-Site Levy shall be calculated in accordance with the following:
Off-Site Levy = Subdivision Developable Areaor X_ Total (of Transportation, Water,
Development Developable Area Sanitary and Storm charges)
(in Hectares) amount of Off-Site Levy set out in
Schedule "B" , Section | above
MM)
BYLAW NO. 2177 AMENDING BYLAW NO. 2135 -- SCHEDULE "B"
SUMMARY OF OFF-SITE LEVY RATES BY AREA
PAGE THREE OF THREE
3. TIME OF PAYMENT
For land that is to be subdivided or developed, the time of payment shall be as follows:
a) Where an Off-Site Levy is imposed ona Subdivision Developable Area by Subdivision approval,
the Levy shall be paid at the date of plan endorsement.
b) Where an Off-Site Levy is imposed on Development Developable Area by the issuance of a
Development Permit, the Off-Site Levy shall be paid on the date of the issuance of the
Development Permit .
fA)
BYLAW NO. 2177 AMENDING BYLAW NO. 2135 -- SCHEDULE "C"
TOWN OF EDSON OFF-SITE LEVY RATES
VERSION 3.0
DATED FEBRUARY 1, 2016
/)
F dson
Town of Edson: Offsite Levy Rate Update
Version 3.0
February 1, 2016
ee SSS
Presented to:
Town Council
Town of Edson
605 -- 50"Street
Edson, AB
T7E1T7
780-723-4401
Ky
aN
Town of Edson Offsite Levy Rate Update
Town of Edson O'tsite bevy Rate BP@ate Eee
1 DOCUMENT INFORMATION
1.1 Revision History
Version ue
Nubes Revision Date Summary of Changes
| | July 4, 2013 Created by CORVUS Business Advisors -- Bylaw No. 2135
; July 16, 2014 Final: Passed by Town Council -- Bylaw No. 2147
February 16, 2016 Final: Presented to Town Council -- Bylaw No. 2177
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Town of Edson Offsite Levy Rate Update
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2 CONTENTS
2.1 Table of Contents |
3 INTRODUCTION
4 OFFSITE LEVY DEVELOPMENT LANDS AND STAGING.........cssssssstessssessessessnssesseeseeneseeseenseneenenesneeseee
5.2 TRANSPORTATION OFFSITE INFRASTRUCTURE GRANTS & CONTRIBUTIONS TO DATE. ..s.sssssssssesessnsesssetessnerseeseeb
5.3. TRANSPORTATION OFFSITE INFRASTRUCTURE BENEFITING PARTIES.......ssssssssesssssesssesssseccessssnsannensessseessnssssseeseessebd
5.6 TRANSPORTATION INFRASTRUCTURE BENIFITING AREAS.......ssccssssssesscssscsssssseesssssessssssssesssvesssnnessneetesnanecrareessssssnesee LA
5.7 DEVELOPMENT AND TRANSPORTATION STAGING IMPACTS...scccssssessssssesessssssssssssecsssssessssssesessuscesssesesaneaessnusaneesseerese ho
6.2 WATER OFFSITE INFRASTRUCTURE GRANTS & CONTRIBUTIONS TO DATE....ssssssssssssssessesssssesssesiesseesneseestessnnerensee 20
6.3 WATER OFFSITE INFRASTRUCTURE BENEFITING PARTIES.....scssssssssssseseossecesseccsncessvesssnessuesssesssseessecssseessessnnrensmneer sd
a a
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Town of Edson Offsite Levy Rate Update
LTT AINE TE DF BE LT ES PE A STB SEG 2 OBR I TOS TI AE BRON IS OT IE EES PTE AGE ALT IL
7.2 SANITARY OFFSITE INFRASTRUCTURE GRANTS & CONTRIBUTIONS TO DATE.......sssssessesssessessesssereessssnneeseereees SO
7.3 SANITARY OFFSITE INFRASTRUCTURE BENEFITING PARTIES. ......scsssssessessessessesnesnesnesnesnessessnsensssnssnsssessessesesesssesss SO
TERS SAE RP Ea PT WES SERIO EAE SN IO FR NER IE OIC LED PORE LEN TPM BE LIT NN ESAS ES SEES ETE ATP NS RP al EAS SEI RAS ADR AT ORS SE EEE EE
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Town of Edson Offsite Levy Rate Update
ea cc a NA ERA TR SA SE SENET OE EE ERS NEAT
> INTRODUCTION
3.1 Introduction
Town of Edson enacted its current offsite levy bylaw (Bylaw 2135) in September 2013, which was
subsequently amended by (Bylaw 2147) on July 16, 2014. The original bylaw includes charges for
transportation, water, sanitary and stormwater offsite infrastructure. Council has determined to
withdraw stormwater infrastructure projects from the offsite levy during this annual review.
Stormwater costs may be administered at the development stage in the future. As stipulated in the
Municipal Government Act (MGA), offsite levy rates must be updated regularly (annually) to account
for changing variables, and a report provided to Council.
This report outlines the methodology used in updating and establishing offsite levies and the resulting
rates for each infrastructure type.
3.2 Methodology
Town staff reviewed and amended the list of offsite projects and updated cost estimates (and actual
costs) for transportation, water, and sanitary infrastructure including and future projects to support
the growth plan within Town of Edson. Each project's benefiting area was reviewed using the Offsite
Development Areas that were established in the previous bylaw. The Town's assessment also
included an analysis of benefits to existing and future development.
The information contained in the current bylaw was current to December 31, 2013. During this
review, offsite levy information and rates were updated to December 31, 2015, the most current
completed year-end. Information pertaining to 2015 and prior is treated as an "actual"; information
pertaining to 2016 and beyond is treated as an "estimate". When the next update is completed in
2017, 2016 information will be converted from "estimates" to "actuals".
Offsite levy rates are not intended to stay static; they are based upon assumptions and the best
available information of the day. Planning assumptions, cost estimates etc. can change each year.
Accordingly, the Municipal Government Act Regulations requires that offsite levy rates be updated
with the most available information on a regular basis. Usually, this means an annual update. Should
information change, it will be reflected in a future update, and rates adjusted accordingly.
The Town utilizes the CORVUS offsite levy model to manage rates. This model is in use in dozens of
Alberta municipalities. The model utilizes a "full cost" methodology whereby the infrastructure costs,
inflation, construction staging, development staging, financing costs, and reserve interest earning and
charging impacts are all used to determine rates that allocate all costs to developers on an equitable
basis, based on degree of benefit. With the CORVUS model in place, the Town is in a position to
quickly and efficiently update offsite levy rates each year upon completion of year-end finance
activities.
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Town of Edson Offsite Levy Rate Update
SSSA Se a PST PSN A EPS DESPA BETS SF ET PE TI STACEY SPE AE PALE SE TE FS PLE ER SAAT AEST LEE DAD LE TE
4 OFFSITE LEVY DEVELOPMENT LANDS AND STAGING
Town of Edson is divided into 59 offsite levy areas, as shown in the map below. Area boundaries
conform to geographic and man-made barriers (e.g., highways), as well as sanitary basins identified
by Town engineering staff. Each area is a unique land use type, either 'residential', 'commercial' or
'industrial'. All offsite infrastructure costs are allocated to one or more offsite levy areas.
Offsite Levy Areas
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"_EOSON © The Toun of Edson makes no representation ot samanios
Town Of Edson Ee cicetenermciiiet ante
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ES Offsite Development Levy Areas 'aie econ: mene
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SY July 11, 2014 sae uiasnoaaes ie
Total net development area, the amount of land available for development across all offsite levy
areas, is ~1322 ha. As outlined in the table below. In calculating net development area only those
lands remaining to be developed within the area that have not previously paid offsite levies have been
considered (as required by legislation/regulation). Administration has made allowances in net
development area calculations for environmental reserves and rights of way.
ERS I ST RTPA BS PRM UP ANB NE ay ae EET SS TS Pe PRES PSE AIP UP RTS Rah NS Oe MA SSE TS LL SS
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Town of Edson Offsite Levy Rate Update
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Town of Edson Offsite Levy Rate Update
| SER SS RIN PEN HEN TT IAT TED APE SERA POE I SS TEE ATTEN A ME SERS FET AE PNAS ENS OBIE A EE EL
Summary of Offsite Levy Net Development Areas
Gross Development Area 1836.55
Less Environmental Reserve 56.13
Less Municipal Reserve 143.08
Less ROW Allowance 315.40
Net Development Area 1321.95
*Note: 1 Hectare (ha) = ~2.47 Acres
Net development area definitions will be applied in determining offsite levy obligations of developers
on application for subdivision or development within the Town. Net development area is defined as
follows:
e Gross Area -- The area of lands to be developed in hectares that have not previously paid an
offsite levy.
** Less: Any environmental reserves contained within the development area including
environmental reserves and environmental easements.
"* Less: A 10% allowance for Municipal Reserves
** Less: The measurement of arterial right of ways that bisect development lands.
e Equals: Net Development Area, which is the area subject to offsite levies.
4.1 Development Staging
A rate planning period of 25 years is used. This planning period is used by many municipalities as it
provides a reasonable time frame to recoup the costs associated with offsite infrastructure
construction (without risk of 'front-ending stagnation'), and it aligns with the timeframes of many
municipal capital planning and construction cycles.
Of the ~1322 ha of net development area available across all offsite levy areas, planners estimate that
54.70% of this land (~722.90 ha) will develop during the rate planning period as shown in the tables
below; a slight decrease from the ~740 ha that was forecast to develop during the previous update.
Summary of Development during the Rate Planning Period (25 years)
Developed Since Model Created 15.41 1.20%
Developed in 25 Years 722.90 54.70%
Developed Beyond 25 Years 583.65 44.10%
Net Development Area 1,321.96 100.00%
SRE APRS CA TRS ERR A GSR A LAL DRAINS Sa AS MELA EN SSL TSS RR SN AS ME DEN aS
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Net development areas have been further classified according to anticipated land use. Land use
classifications include: (1) Residential, and (2) Commercial, and (3) Industrial. The table below outlines
the anticipated development by land use type during the rate planning period, in comparison to the |
previous rate update.
Development by Land Use Type during the Rate Planning Period (25 years)
Current Update Last Update
Net Net
Development Development '
bane Uae Tie Area In Next 25 * Cand Use Type Area In Next *
Years 25 Years
Residential 310.51 43.0% Residential 318.82 43.1%
Commercial 97.36 13.5% Commercial 103.05 13.9%
Industrial 315.03 43.6% Industrial 318.42 43.0%
Other - 0.0% Other 2 - 0.0%
Total 722.90 100% Total 740.29 100%
ad a TRA 8 SARL DO STEGER STS ALAA SLED AG RN ENN TS SEIS RE ANE SLIT ES PEAS SDS I TNR PIT OE REELED ST SES LTE
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Town of Edson Offsite Levy Rate Update
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Town of Edson Offsite Levy Rate Update
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5 TRANSPORATION
5.1 Transportation Offsite Infrastructure
In order to support growth in the Town, transportation offsite infrastructure is required. Capital plans
currently contain 5 transportation offsite infrastructure projects, as shown on the map below:
Location of Transportation Offsite Infrastructure
& : a :
ven tae) ors x " x ied - (aimammacias soi een
® -- Town of Edson
5 ce) btwente ge Offsite Development Levy Study
j commas Teen thet dary Existing vs. Proposed Artorlal and Calloctor Roads
= JANUARY 30, 2013
i
The estimated total cost of this infrastructure is comprised of: (a) actual construction costs to date,
(b) debenture interest associated with financing, and (c) cost estimates. Total cost is approximately
$18.95 million as outlined in the table below. Actual costs, debenture interest (if any), and cost
estimates were provided by Town staff and engineering advisors. It is important to note that these
costs represent 'gross' costs, of which only a portion will go to support new development during the
25-year review period. The remainder of this section outlines how total costs are equitably
apportioned to new development/growth.
er ESPNS SPSS NSCS SR TE UE SER REN I OLSEN SESE NS SENSIS ACU SE SESS INSETS,
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Town of Edson Offsite Levy Rate Update
SSR SA SRR I Sn CR AAI SPENT OP PSS TIT ES
Summary of Transportation Offsite Infrastructure
Project Description Cost of Debenture | Estimated Cost Total Project
Completed Interest of Work Yetto | Estimated Cost
Work be Completed
| 1 DEED aeeeme s =| dS ~~ SS«3032,000|$ --3,032,000 |
sc in tai
| EROJECtS CalsieG ForWara ii Gin previous Bylaw,
PEIOECLS AMEN EG Or Vereen) ;
New Projects
*The numbering sequence accounts for those projects that were previously removed (if applicable).
**Cost estimates include 10% for engineering fees and 20% for contingencies.
5.2 Transportation Offsite Infrastructure Grants & Contributions to Date
The MGA enables the Town to recoup costs for infrastructure, other than those costs that have been
provided by way of special grant or contribution (i.e., contributed infrastructure). Town of Edson has
not received any special grants or contributions for transportation offsite infrastructure as shown in
the table below (note, if the Town receives other grants in the future, it will be reflected in one of the
annual updates and rates adjusted accordingly). The result is that the total reduced project estimated
cost remains at "$18.95 million.
Special Grants and Contributions for Transportation Offsite Infrastructure
Project Description Total Project Special Developer Reduced Project
Estimated Cost Provincial Agreement Estimated Cost
Grants Contributions
12A- Glenwood Drive (EastHalf)(FirstStage) |S 3,032.000[ | CC~Ci'iSCSCSCSCSC«8 032,000
12A- Glenwood Drive (WestHalf) (FirstStage) |S 3,032000[_ CT C"'(CSSC#*S:CC*C*C#C#&S,«O3 2,000
| 3 [11A-RangeRoad175(FirstStage) TS 2,653,000| S| SSSSSCSCSC*~C~C~dCSS~SSCSCSC~C~« «GS 3,000 |
| 4 [13A-Arterial N.ofHwy 16 (FirstStage) ----s|$----S 6,064,000 dT SSSSCSCSCSCSC~*dCS~SSC*~C*C«w «GA,
| 5 |i5A-S4Street(FirstStage) dS t69000[ --SCSYSSCSCSCSC~dCS ~S--SCSCSCSC« «269,000 |
Bie AS PSO OU | Basse es SR ee Poe aL Le DSO ODN |
5.3 Transportation Offsite Infrastructure Benefiting Parties
The transportation offsite infrastructure previously outlined will benefit various parties to varying
degrees. There are three potential benefiting parties:
** Town of Edson--a portion of the transportation infrastructure which is required to service
existing development.
nnn ees
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" Other Stakeholders & Oversizing -- other parties (such as neighboring municipalities) that
benefit from infrastructure, as well as that portion of the infrastructure that benefits
development beyond the 25 year review period (i.e. 'oversizing').
"Town of Edson Developers -- all growth related infrastructure (i.e., levyable transportation
infrastructure costs).
The table below outlines the allocation of transportation offsite infrastructure costs to
benefiting parties. Percentage allocations have been determined after reducing
transportation offsite infrastructure costs for grants and contributions described earlier.
Most infrastructure supports new development.
Allocation of Transportation Infrastructure to Benefiting Parties
Project Description Reduced Project Town Oversizing For OSL!
Estimated Cost Share % Dev >25 yrs (or | Developer
Other Share %
Stakeholder
| 1 [2A - Glenwood Drive (East Half) (First Stage) | $ 3,032,000 | 16.00% 84.00%
12A - Glenwood Drive (West Half) (First Stage) | $ 3,032,000 | 36.00% 64.00%
11A - Range Road 175 (First Stage) $ 2,653,000 | 16.00% 84.00%
13A - Arterial N. of Hwy 16 (First Stage) $ 6,064,000 | 16.00% 84.00%
15A - 54 Street (First Stage) $ 4,169,000 50.00% 18.00% 32.00%
$ 18,950,000
*Qversizing has been calculated by prorating costs over a 25 year period from date of construction. Those costs that fall within
the current period (2016 -- 2040) are included in the offsite levy/developer share. Those costs that fall beyond the current review
period (2041 and beyond) are included as oversizing. As rates are updated in future years, oversizing costs are gradually added
to the rate calculation.
5.4 Existing Receipts
Prior to allocating costs to benefiting parties, existing offsite levy receipts collected from developers
need to be considered in determining the residual/net costs to developers. As of December 31, 2015,
~ $0.47 million of transportation levies were collected from developers under the current bylaw as
shown in the table below. This results in a residual developer cost of "$12.66 million.
Offsite Levy Funds Collected to Date
Item Project Description Developer Cost} Offsite Levy Offsite Levy Adjusted
(Leviable Funds Collected |Funds Collected Developer
Costs) to Dec 31, 2010 Since 2011 (Levy) Cost
12A - Glenwood Drive (East Half) (First Stage) |S 2,546,880 iss | $ 92,521|$ 2,454,359
12A - Glenwood Drive (West Half) (First Stage) ]$ 1,940,480 is | $ 71,878 | $ 1,868,602
11A - Range Road 175 (First Stage) $ 2,228,520 Se $ 80,956]$ 2,147,564
13A - Arterial N. of Hwy 16 (First Stage) $ 5,093,760 ise $ 185,042 | $ 4,908,718
15A - 54 Street (First Stage) $ 1,334,080 $ 49,416|$ 1,284,664
$ 13,143,720 eo $ 479,813 |$ 12,663,907
x En so SSS SS SESS ES SSS SS SSS SESS
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Town of Edson Offsite Levy Rate Update
'RTE PR ST TET PEED PTR AAT BOA TY I PI SS ES BRS RT ER I SLI EN CIN STE I
5.5 Total Transportation Offsite Levy Costs
As shown in the figure below, the total cost for transportation infrastructure that forms the basis of |
the rate is approximately $12.66 million. The cost allocations to each benefiting party are based on
the benefiting percentages shown in Section 5.3 The offsite levy balance (due from developers) is
allocated to various benefiting areas (as described in the next section).
Total Transportation Offsite Levy Costs
Less:
Equals: & Equals:
Offsite -- Offsite
Share Neca Balance
A $13.14M ye $12.66M
if
f
f
ake Sa aeiat eauale / Equals:
Project ESS: ORES ua zi Other &
Grants & Project --
Costs . an Oversizing
$18.95M Contributions Balance Share
$0.00M $18.95M \ $3.72M
Ny Equals:
Town Share
$2.08M
*" Other Share" represents the portion of cost allocated to other benefiting parties such as neighbouring municipalities, as well as that portion
allocated to development beyond 25 years, etc.
5.6 Transportation Infrastructure Benefiting Areas
Net developer costs for each project have been allocated to multiple benefiting offsite levy areas (see
tables below). Allocations are denoted with a "1" below applicable areas. Benefiting areas were
determined by Town engineering staff and advisors. Transportation infrastructure is treated as a
single transportation "system" and, therefore, allocated to each area.
Benefiting Areas for Transportation Offsite Infrastructure
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Town of Edson Offsite Levy Rate Update
2 a a rR iE ERE BS TICES ASST TROIS
5.7 Development and Transportation Staging Impacts
Transportation offsite infrastructure will be constructed in a staged fashion over the 25-year
development period. Town staff have reviewed the availability of offsite levy funds to meet these
construction requirements and found that offsite levy reserve funds will not be sufficient to pay for
construction of transportation infrastructure from time to time -- front-ending of infrastructure will
be required. A front-ender is the party that constructs and pays up front for infrastructure that
benefits other parties. The front-ender is repaid over time as offsite levies are collected from future
development.
In order to compensate parties for capital they provide in front-ending offsite infrastructure
construction, a 3.0% interest allowance has been charged to the reserve when in a negative balance
(previously set at 3.0%). Further, a 1.1% interest credit has been provided to reduce offsite levy rates
for interest earned on positive reserve balances (previously set a 1.1%). Interest earning and charge
rates should be updated each year to reflect the current economic context. The graph and table below
outline transportation levy reserve balances over the 25-year development period.
Anticipated Transportation Offsite Levy Reserve Balances
Transportation Reserve
$3,000,000
$2,000,000 =
$1,000,000 on ee --+-- Reserve
A SSR OREAE ide OE neon
$(1,000,000) -ke--o} 11999 => tts
oe OE a & 8 STS sos
$(3,000,000) A} -- At tt
Sf i a sin nae:
$(5,000,000) } 4 >
$(7,000,000)
Year
*A "staging adjustment" is made to rates to account for the anticipated impact of interest on the reserve (earning and charging rates). In
this way, the reserve is assured to achieve breakeven at the end of the review period without collecting too much or too little from
developers or too little.
5.8 Reserve Balance
Since last update, interest impacts on the reserve were captured in alignment with the interest
earning and charging rates in effect at that time:
° 2014 & 2015 interest earning rate -- 1.1%
° 2014 & 2015 interest charging rate -- 3.0%
° % year rule -- expenditures are deemed to have been made in September each year.
° % year rule -- receipts are deemed to have been made in June each year.
T_T
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EEE.
As at December 31, 2015 the transportation reserve balance was $487,488. The Town's ledgers
reflect this balance. It is also recommended that the Town develop a set of 'sub-ledgers' to track the
amounts due to front-ending parties, including interest owed in accordance with the rates in effect
at that time.
Transportation Offsite Levy Reserve Balances
[S™~™~™CCSC*Céiescription = CRT R | Balarce_--
Opening Balance December 31, 2013 $33,848.06
poe
Interest on Opening Balance (2014) $372.33 | $34,220.39
Project Expenditures (2014) PCs
Offsite Levy Receipts (2014) $374,040.28 | $408,260.67
Offsite Levy Receipts Collected Under Old Bylaw (2014) ee
Debenture interest (2014) PCS
Interest on Project Expenditure (2014) ee
Interest on Offsite Levy Receipts (2014) $2,057.22 | $410,317.89
Interest on Offsite Levy Receipts Collected Under Old Bylaw (2014) es es
Interest on Debenture Interest (2014) ee
Balance at December 31, 2014 nn Ge $410,317.89
Interest on Opening Balance (2015) g4si3.s0[ $414,831.39
Project Expenditures (2015) a
Offsite Levy Receipts (2015) $72,25988| sid $487,091.27
Offsite Levy Receipts Collected Under Old Bylaw (2015) ee es
Debenture interest (2015) ee
interest on Project Expenditure (2015) a
Interest on Offsite Levy Receipts (2015) $397.43 | $487,488.70
Interest on Offsite Levy Receipts Collected Under Old Bylaw (2015) es es
Interest on Debenture Interest (2015) ee
Balance at December 31, 2015 ee ee $487,488.70
6 WATER
6.1 Water Offsite Infrastructure
In order to support growth in the Town, water offsite infrastructure is required. Capital plans
currently contain 17 active water offsite infrastructure projects, as shown on the maps below:
Sn SS SS I
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Town of Edson Offsite Levy Rate Update
SSE SRL 0 cA SS BT TES TD TI TSE PEAS SN ESPEN SD AT CLL EE SRL RTL ETS
é
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i | re
i i
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Water: Existing Improvements
oa Figure 1 of 2
A=COM Figure 1.1
2. H . te eee sg = = eo ee
3 Teme 0? Fomor
= Wunicwal Senwtetg Plan Updo
Water: Existing Improvements
= Figure 2 of 2
A=COM __. Figure 1.2
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Town of Edson Offsite Levy Rate Update
', "> -- eee LEGEND
t rama
: w+ fmm! |
ala I a ao Zr ~--!
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j i" |
Ped Toon of Basan
3 a ''e Yuarial Jenneing Plan Update
i ccc, GEGS Water: 2015 Improvements
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ee __ Figure 1.3
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A=COM Figure 2 of 2
a Ss -- Figure 1.4
a --------
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Town of Edson Offsite Levy Rate Update
--SEE
== _ LEGEND
it: baad " ON eee 1
i; | aon :
Be hn |
; ves ; Water: 2025 Improvements
A=COM sie aa Figure 1 of 2
eee RIERA Figure 1.5
The estimated total cost of this infrastructure is comprised of: (a) actual construction costs to date, (b)
debenture interest associated with financing, and (c) cost estimates. Total cost is approximately $20.99
million as outlined in the table below. Actual costs, debenture interest (if any), and cost estimates were
provided by Town staff and engineering advisors. It is important to note that these costs represent
'gross' costs, of which only a portion will go to support new development during the 25-year review
period. The remainder of this section outlines how total costs are equitably apportioned to new
development/growth.
eee
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Town of Edson Offsite Levy Rate Update |
SRE AA REN PI TTT ES A SEES APB TST SEL TES EE PPR ES NN SA AO SE SCE BO 12 IE SS EAE ET RE 2
Summary of Water Offsite Infrastructure
Project Description Cost of Debenture| Estimated Cost | Total Project
Completed Interest | of Work Yetto | Estimated Cost
Work be Completed
Sraundeise Wala r$ =f 1,407,000] $ 1,407,000
Sonar Wels ly yn Ra ee: 352,000 | $ 352,000
Pesonong 2 rs =f TS 6,801,000] $ 6,801,000
| 4 | RBSeraire 25) soar = : af hi ie $ 738,000 | $ 738,000
| 5 | BURISITGWERictAG) nnn Ena, 1,966,000 | $ 1,966,000
Being Ps =f YS 1,313,000 $ 1,313,000
| 7 | BURISO (2075) -- FE 252,000 | $ 252,000
| 8 | ese Reducing Vales (adstng) i ie $ 94,000 | $ 94,000
| 9 | Pressure piseliiciniey Valery ms = ---] $ 469,000 | $ 469,000
| 10 | BeSenres pasellicisiey Vela (2025) =a r$ eT $ 94,000 | $ 94,000
| 11 | WeitSr Weiss (Exietine) a an ms le] $ 501,000 | $ 501,000
| 12 |ZeRNee ei VeSrlTS 3, mse fl.) SYS 3,173,000] $ 3,173,000
| 13 ASeeCeno es Ss -| [$ 1,670,000]/$ 1,670,000
| 14 |EReiiS SNorHne ae sltlté'('( erl:*O*é'(;S:*é*CS 988,000 | $ 988,000
sige kins = 40H) Sect Lig nn i 426,000 | $ 426,000
| 17 WENN s 8 8€©=|-| °#([$ 502,000 | $ 502,000
| 19 |vetes Mens = 4007 Sues (2) iane(Z0Z5)) ms he] $ 253,000 | $ 253,000
Is - _[s = |s 20,999,000] $ 20,999,000
BEOFEetS Al ended or Merged ie
_New Projects _ :
*The numbering sequence accounts for those projects that were previously removed (if applicable).
**Cost estimates include 10% for engineering fees and 25% for contingencies.
Please note, items #16 and #18 have been removed from the offsite levy model as it has been determined
that these projects will not be completed in the next 25 years. They may be added back in the future if
required.
6.2 Water Offsite Infrastructure Grants & Contributions to Date
The MGA enables the Town to recoup costs for infrastructure, other than those costs that have been
provided by way of special grant or contribution (i.e., contributed infrastructure). Town of Edson has
not received any special grants or contributions for water offsite infrastructure as shown in the table
below (note, if the Town receives other grants in the future, it will be reflected in one of the annual
updates and rates adjusted accordingly). The result is that the total reduced project estimated cost
is ~$20.99 million.
Re EAE EEE ERIS Ses SL teat a ESE REO 2d DTD PE SE AUER RAE a RE) TY ERE MOPAR EAD SECIS PO SE ag St EN aE a A SR Ee MRL ST
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Town of Edson Offsite Levy Rate Update
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Special Grants and Contributions for Water Offsite Infrastructure
Project Description Total Project Special Developer Other Reduced
Estimated Cost |Provincial| Agreement |Contributio| Project
Grants | Contributions ns Estimated
| 1 {Groundwater Wells $ i4o7oof [| | {S$ 1,407,000
| 2 [Groundwater Wells $ 352,000 | | {$352,000
SSa0o00[ | |__| § 6,804,000
a [Resencirs (2025) s__raooof | ----~+| --------«d'S 738,000
|S [Pumping (Existing) 5 t966,000[ | | __[S 1,986,000
Fe [Pumping SSSCSCS~CSCSS St 00 CS 1.919,000
[7 [Pumping (2025) s___2s2000| | | '| $282,000
| 8 [Pressure Reducing Valves (Existing) $ oot | | {$94,000
| 9 [Pressure Reducing Valves $ 469,000 a ee $ 469,000
Pressure Reducing Valves (2025) $ ooo; iTS tt--i'iT:SCCd (84,000
| 11 [Water Mains (Existing) $ soro00f S| ttst--"'"'zTSSSCCd $501,000
| 12 [Water Mains - West Line $s 3,173,000, | | {8 3,173,000
| 13 [Water Mains - Central Line (2025) $ 1,670,000; | ~*<| --__| $ 1,670,000
| 14 [Water Mains - North Line $ oa8,o00{ | | ----__--=«L S_ 988,000
| 15 [Water Mains - 40th Street Line $ 426,000. | | {$426,000
| 17 [Water Mains - Central (2) Line (2025) $ 502,000, | | _~*<|$ 502,000
Water Mains -East Grossing Road une@oas) [s_--- | | iT dS
| 19 [Water Mains - 40th Street (2) Line(2025) $ 253,000; | | {$253,000
s_20,000,000/§ - |[§ = |[s = | $20,999,000
6.3. Water Offsite Infrastructure Benefiting Parties
The water offsite infrastructure previously outlined will benefit various parties to varying degrees.
There are three potential benefiting parties:
* Town of Edson -- a portion of the water infrastructure which is required to service existing
development.
* Other Stakeholders & Oversizing -- other parties (such as neighboring municipalities) that
benefit from infrastructure, as well as that portion of the infrastructure that benefits
development beyond the 25 year review period (i.e., "oversizing").
* Town of Edson Developers -- all growth related infrastructure (i.e., levyable water
infrastructure costs).
The table below outlines the allocation of water offsite infrastructure costs to benefiting parties.
Percentage allocations have been determined after reducing water offsite infrastructure costs for
grants and contribution described earlier. Most infrastructure supports new development. That
portion of developer cost that has been "deferred" beyond the 25 year review period has been
separated from that portion of cost which is included in the current rates.
cna PS ES
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Town of Edson Offsite Levy Rate Update
SDF TR AF SAS ES AS AYES EE SS ETM BLE LE IY T ST OEE ET LE DAE EE IES LESLIE EE RL a REA
Allocation of Water Infrastructure to Benefiting Parties
pe |e eee
Project |Share %| >25yrs(or Other |Developer
Estimated Stakeholder Share)} Share %
1 [Groundvaterweis '(|S 140700] | ----=--«00%| 96.00%
[2 [GrounduaterWels [8352000] | __---44.00%| 86.00%
Pa [Resencirs ----SSSSCSCSC~S~SBOHLCDO|------=dSCSC*~*~*«OHYC*« OO
[+ [Resenors (025) ------SSSCSCS~S~dS SHOOT «i CSC*«S OH --8. CO
[5 [Pumping Existing) [8 1,906000] 100.00] S|
pe [Pumping SSSSSSCSC~dS OT | SCSCSC*« |=. CO
[7 [Pumping 2005) ------S~SCSCS~*dS Cs, 000| ----«SCSC*~*«é YC'
[8 [Pressure Reducing Vahes (Existing) |S 94000] S6.00%| ____--0.00%[ 44.00%
[a Pressure Reducing Vanes --==SSCSC*dS 460,000] «| --SCSCSC*~«H|-- LH
[70 [Pressure Reducing Vatves (2025) |S _94000| | 44.00% 86.00%
at [WaterWains Existing) --__----=--SS~*dtS~--=80N.000| TOO]
[2 [WaterMains-Westtine [8 saraooo[ | --~--=~C« | --_-- 08,000
[13 [Water Wains - Central Line @025)_____--_-[S 1670000| | ----.00%| 96.00%
[74 [WaterMains=Nonhtine _------SCS~wS--88HOOOT------«d|SCSCSC*C« O_O
[75 |WaterMains- 40h Steet Line [8 #26000, | ______400%| 96.00%
[16 [WaterMans-Easttine SS |
[| 17 [Water Mains - Central (2) Line (2025) [S$ 502,000[ | 44.00%] 56.00%
[18 [Water Wains -East Crossing Road une (aos) {s__- | | |
[19 [Water Wains -40th Steet 2)Line(@ozs) |S 258,000] | ____#4.00%| 66.00%
*Oversizing has been calculated by prorating costs over a 25 year period from date of construction. Those costs that fall within the current
review period (2016 -- 2040) are included in the offsite levy/developer share. Those costs that fall beyond the current review period (2041
and beyond) are included as oversizing. As rates are updated in future years, oversizing costs are gradually added to the rate calculation.
6.4 Existing Receipts
Prior to allocating costs to benefiting parties, existing offsite levy receipts collected from developers
need to be considered in determining the residual/net costs to developers. As of December 31, 2015,
~$99,943 of water levies were collected from developers under the current bylaw as shown in the
table below. This results in a residual developer cost of ~$16.76 million.
SSS ah ea a STRESS A PS LR SSAA AR TT SRS NT aE ET SE SS SEE,
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Town of Edson Offsite Levy Rate Update
STEARATE MERA ANTE EPR EEE LD ECR DENG EET ERAN SPE OTE VY ETE RTE TORE EAL BES PN SOI PRI TFs EE OSTA TEED A PTET ESE EP ELBE D OE,
Offsite Levy Funds Collected to Date
Te ee
Cost Collected to Dec | Funds Collected | Developer (Levy)
(Leviable 31, 2011 Since 2011 Cost
[7 [GroundvaterWels--------SCSCS~dS CET] --CSSCSCS*«*SSCSC S| | 9
[2 [GroundwaterWels----SSSSSC~dS torte] SSCSC~SSC*«OS| STON
[3 |Resenoirs ----SSSCSC*~*~'~sS BGO] C~C*~"'*'"dS:~C~*«t AGS (BATHS
4 [Resenors (os) SSCSCSC~SC BOT CSCS*~*~*~«~SC*«'t RT| ST
-S [Pumping Existing) SiS OC dP CdS TT dT
[6 |Puming Ss SSSSCSCSC~S Cwm] CSC~*~*~*~dSC*«w OTST
7 [Pumping @005) SS SSSC«*SCtazof SSCSC~*dSSC*« OY STA
[8 [Pressure Reducing Vahes Existing) _-(S _4t.zeof----S~«dS CTSA a
[e [Pressure Reducing Vanes ----SSSC=«S M02] --SCSSSC«dS CTO SSB
[70 [Pressure Reducing Vahes (2025) «Ss szeaot----SCSCSC*«idSSCSC*C«ONB |S.
Pit WaterMains Existing) CdS | CdS OSC
[12 |WaterMains-Westline [8 soaeoao| ----*+(S __14.g07.90|$ 3037,082|
[13 [Water Mains - Central Line (2026) [$1,603,200] _----~«(S __--7,808.68[$ 1,505,306
[14 |WaterMains -Nothtine _------«diS~--eva.aao| --=~=~*~"~*~drS:C*C*«w STOO S88
[75 |WaterMains 40th Stresttine |S 40g] ----~«(S ~---20vs60|s 405.046)
[16 |WaterMains-Easttne «dts <[ «S zz S (12500)
[17 [Water Mains - Central (2)Line (2025) [S$ 2att2zo{ TS 1.384.15[$ 279,736 |
[18 |WaterMains East Grossing Road tine @oa5|$ "| ----~dS~--rao2 [$03,703]
[19 [Water Mains 40th Street (2)Line@o2s) [S$ 14iea0| --~*«(tS~--=«a.S9|S 140,082,
[$16,805,440|/$ ss - «=f $s 99,043.43 $ 16,765,497 |
Note: Offsite levy funds collected to date for Projects #16 and #18 are to be utilized for any of the remaining offsite projects.
6.5 Total Water Offsite Levy Costs
As shown in the figure below, the total cost for water infrastructure that forms the basis of the rate is
approximately $16.76 million. The cost allocations to each benefiting party are based on the
benefiting percentages shown in Section 6.3. The offsite levy balance (due from developers) is
allocated to various benefiting areas (as described in the next section).
SLD LN ES EE
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Town of Edson Offsite Levy Rate Update
CC '"_ ___
Total Water Offsite Levy Costs
SS:
Equals: ml Equals:
Offsite Le Offsite
Share Gecalcis Balance
; 16.76M
$16.86M $99,943 $
F Equals:
Less: | :
Project a er Equal Other &
Costs ----->| Grants & ree Oversizin
$20.99M Contributions Balance Shaye 8
$0.00M $20.99M aiBIM
Equals:
Town Share
$2.52M
*:Other Share" represents the portion of cost allocated to other benefiting parties such as neighbouring municipalities, as well as that portion
allocated to development beyond 25 years, etc.
6.6 Water Infrastructure Benefiting Areas
Net developer costs for each project have been allocated to multiple benefiting offsite levy areas (see
table below). Allocations are denoted with a "1" below applicable areas. Benefiting areas were
determined by Town engineering staff and advisors.
Benefiting Areas for Water Offsite Infrastructure
fren] ___WokeOwswinion | Peveoner Co [ssTsalss[za[za] 0] 4a] s2|e3|s0]eo|7a) sa] a] a|so.|ss0|:23[ za] z]s3a) 32] :33]:40]350|360|370]:00) 193] 92
a lemengerwele ______|s wseaoes] | [1 [lat lt (statat at pay day py ae
[a lersundwaterwals sds ses] (| 1a) 1 | (eater at ad Pe ae
7 TY OH OO GG OD CO
a lessees Gol tes | i) I ae ey eee
Us" lrumeing teste SL ee i el ee ee aera
Cebus eee) I et | Pee fe ee ae ee
7 eumping os) ows | PP | ot TP et a a a
Ia pressure Reducing Valves [edsting) 1s aoaso] | | | Jala] | [tlafa|ata|a| | [alatatatatatatagay toy tt
Io [pressureReducingValves 1s agnat | | | 1 ta] 1 latat ap fT fat tat PP ay
[ho leressure Reducing Vaives (2005) [s sa3en]_ |_| || 12/11 Iatttal fa, | [fat fay PP py ya
Far Weeekiinstontg! te et el er er eee
ag IwaterMains<Westline a aoe | Ie |) ae ea Pee
[13 [water Mains =central Line D025) Ts ases30e-- | | | 11} 11 stat jap | [| tat fay PP yp pag tf
Mia [Waar MaineNethlne Sea ee a a Pe Ce are
ae. [Water neaiea=aom strestiion' |e aoeses ee | ead pe ae bata ee
ie Wwineaicceie is esol at ee ee a ee
{a7 [water Mains Central (2)Une(ovs) [s 279736] | || 11111 | Jalstat fat | [ fat tat yy yy fat ty
[1s [waue Matis veast cossinenoadiing | @zoal | 1 a | taeda ta a a ae
[ia lwate Moins dom svest(alunetorsits----ssogen TT a PP tata a ra ra Py ty tat Tt tt
fren] ___Pemaoesaiton | Developer [aoa[ruo]ano|z0| 2ao]2sa| 2a] 3] 200] 7a] 00) 290) 0a sa2|su.]s.2|sza[sz2|ssa[ssa] ea] 24a] sa|ss2] sa[352|
a leroundwater wes Is a3spes]_[-[ Ja; | | | | | | | | tT TT Vatatajayatatatatalal
> Teroundwater Wells tetas tT tat | tT PT TT TT ae aaa tata
a [nesevoirs TS asesst | | tat 7 | | PT PT ea a aaa api tata
a Ineservoirs BOIS) ss | tt) | TT a a aa a a a
Fs bumigitisig) ns ee et en ee ea et
La CM DS PC Pe Fe Fe Oe ee
SL a CET A AR) lS (SC FS FO NN HAM Bm PB FEO eR WW
{ios levescure neateregvatuey (euangy [SS agasot oe eee fee Ean fe Paco fie ae Pala ae aa
[or lereivurenacicina vives Saas | a a ee ee ae ee
io [pressure Reducing valves (2005) 1s saaany 11 12] 1 11 | 1) 1 | | | | Talsatatatatatatatital
Sy a TY a a a A a a (Cl el CG Se NY PN Cae (EC PR
lig lwatermatns-Westune' Is sonpext Jot pal) | 1 | |) 1. 1 1) balay areata ta pa
[a5 [water Mains <central une2025) 1s 1.59530e] || -a) 1 1 | 1 | | | | | [| T tatatatatayatatitata|
aa |waterMains <Northune 1s sagsiof_1_| [al _1 | | 1 | [| | | | TU yatatayatayatayatil a)
I is [Welter Mains =40th steetUne(saosoasT | 1. 1a). 1) [11 [| | 1 {tata ys tap pata tata
ie lneerMaincestine is se ae Ss a a eee ee
a7 [water Mains -Central (Q)UneQous) 1s 270738] | | 1a} 11 | 1 [| | | | | Tt Uti titatatayatayatiata|
[is lwatermamcentcosimanadae|s? Spall ol i en ee a a ee [oe es ea
[is [water Maing -4oty street (2) ne(2025)[§ 140982 | es a SS a A
us Rn AE RR TPES ES EER ELAS SA EE TS
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Town of Edson Offsite Levy Rate Update
Ce ___ ee
6.7 Development and Water Staging Impacts
Water offsite infrastructure will be constructed in a staged fashion over the 25-year development
period. Town staff have reviewed the availability of offsite levy funds to meet these construction
requirements and found that offsite levy reserve funds will not be sufficient to pay for construction
of water infrastructure from time to time -- front-ending of infrastructure will be required. A front-
ender is the party that constructs and pays up front for infrastructure that benefits other parties. The
front-ender is repaid over time as offsite levies are collected from future development.
In order to compensate parties for capital they provide in front-ending offsite infrastructure
construction, a 3.0% interest allowance has been charged to the reserve when in a negative balance
(previously set at 3.0%). Further, a 1.1% interest credit has been provided to reduce offsite levy rates
for interest earned on positive reserve balances (previously set at 1.1%). Interest earning and charge
p y
rates should be updated each year to reflect the current economic context. The graph and table below
outline water levy reserve balances over the 25-year development period.
Anticipated Water Offsite Reserve Balances
Water Reserve
$2,000,000 7---------------_-------------
5(2,000,000) 18 SRS ag | fee
(4,000,000) £5 S-R-eT ee ae >
e000 000) --_--
-------- I
10.00 000) |p
mee i es
=
pe Laan eae
$(18,000,000)
Year
*A "staging adjustment" is made to rates to account for the anticipated impact of interest on the reserve (earning and charging rates). In
this way, the reserve is assured to achieve breakeven at the end of the review period without collecting too much from developers or too
little.
6.8 Reserve Balance
Since last update, interest impacts on the reserve were captured in alignment with the interest
earning and charging rates in effect at the time:
e 2014 & 2015 interest earning rate -- 1.1%
e 2014 & 2015 interest charging rate -- 3.0%
e year rule-- expenditures are deemed to have been made in September each year.
e 'year rule -- receipts are deemed to have been made in June each year.
ea cP ST ES SSS SETS EP ESS SS SS SN
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Town of Edson Offsite Levy Rate Update
RSE SSS SS A AT SS EPS PI SSE LTT EE ENOL EAB TT Sb SETA TPT SDE SE EET DOT OIE CB AEE ED TEREST
As at December 31, 2015 the water reserve balance was $101,456. The Town's ledgers reflect this
balance. It is also recommended that the Town develop a set of 'sub-ledgers' to track the amounts
due to front-ending parties, including interest owed in accordance with the rates in effect at that
time.
Water Offsite Levy Reserve Balance
Pi escription CE RTT] Balance
UB Se SHES aE A eR OR SR ees be ee
p20
[InterestonOpeningBalance(2014) | SS || 8G |
| ProjectExpenditures(2014), |
[ Offsite LevyReceipts(2014) ss CC*i'(TCSC"'é'éSBGATWG || $87,016.36 |
| Offsite Levy Receipts Collected Under Old Bylaw(2014), | |
| Debentureinterest(2014) CC
[Interest on Project Expenditure(2014) |
[ Interest on Offsite LevyReceipts(2014) CTC S78. || 887,494.57 |
| Interest on Offsite Levy Receipts Collected Under Old Bylaw(2o14) | |
[InterestonDebentureinterest(2014) | |
| Balance at December 31,2014 | $87,494.57 |
a
| InterestonOpeningBalance(2015) CGC || $88,457.01 |
[ ProjectExpenditures(2015) CPT
| Offsite LevyReceipts(2015)CC--C--ié'YCSCSC*éS AWAD] $202,385.13 |
| Offsite Levy Receipts Collected Under Old Bylaw (2015) | |
| Debentureinterest(2015) |
[ Interest on Project Expenditure(201s) |
[ Interest on Offsite LevyReceipts(2015) C--Ci'RSSSSCS7to | | $202,456.23 |
| Interest on Offsite Levy Receipts Collected Under Old Bylaw(20is) | |
[ Interest onDebentureinterest(2015) CT CT
[Balance atDecember 31,2015, | L810, 456.23
ae ee eerer reer eeee ee eeeee eee ee eee eee eee ee eee eee eee
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be
Town of Edson Offsite Levy Rate Update
eee
7 SANITARY
7.1 Sanitary Offsite Infrastructure
In order to support growth in the Town, sanitary offsite infrastructure is required. Capital plans
currently contain 5 sanitary offsite infrastructure projects, as shown on the maps below:
Location of Sanitary Offsite Infrastructure
ap: _ ae a a LEGEND
3? 3 Tue of Eosan
if . Muaicinal teeweang Plan Upsate
4 Sanitary:
=COM Phase 1 Improvements
AS Figure 1.8
$e
ee ea rn SSNS
Version 3.0-- February 1, 2016 Bylaw No. 2177
Page 27 pw
¢
his a
|
Town of Edson Offsite Levy Rate Update
SSS BEE LET LETS ETE SDE SE A EL EL Fe ES TS EY TE OBER PE TS TAL EES TE IE LEELA LE EAE EE TO OT LE LS RE LO I EEE
\ :
#1, |
ate ro
i ; ; yo a |
; { ¢ oN, St ' wen | vs <3 2
: iy ii oy . ly he Tf We ee as
t anew: t ty 4 Siren » ny L- eet oh Fg
wee, We eet OS eh pot 4
BR PS tap Wee VER UR res a od !
Heh fh ASM ts Tooke e; as wy as!' Mi ae so
sii bea eases Him de" 7 5 gh Oa 4
a & EO Oe as
" gO NX gO oe %
aft 7 He an oa ee hae
3 a es eS Dae "sates Stee ee
5 t fry mires UNE Ree
{ =: ss oe
nd Town ot Extson
: Sanitary:
-_,
A = 'COM Phase 2 Improvements
I ee: MUU ELD
3 ne j >
= 1 i fiery Rs
V3 LE te Oy CU a gt
ae S44 ra id pm wa % he eee Ne eee
aco Ug BO Ae 5 a
<< | aR Se es Nee et Ne ol en oe ee a
3 ail | Be ae a aa
5 i AG SPS ot oN oe et -
i ia ee Me wes wt
Bi irs na Y < eg 5; ue
aa: -- j f } 4." ~~ er a
te a Pie LEGEND
3 aN TAR ele
F Ea06" Ped WS,
#3 Tower of Bonar
"8 Wumemal Serneterg Plan Updam
: Sanitary:
A=COM Phase 3 Improvements
ne eal
i
Version 3.0-- February 1, 2016 Bylaw No. 2177
Page 28 MN
"
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Town of Edson Offsite Levy Rate Update
FRA TA RET LT SRP SPN TARO EER SOG FEES OB DOE ATUL SO PE ARIES EEE UAE RESP SD A EP PE OEE TEES
F a RS Ot ee eee ee
. j AREAT 5 zt .
ci oe Sy ~~ & ae; |
(iheieieietenieniel a. "C~C~«~&s EN FS ee ea > = ; =a
ji | |
3 nets a
ali: Town of Busan
ahs Meatemal Sermting Plan Undate
; Sanitary:
A=COM 2015 and 2025 Improvements
erences SS rete EEE
The estimated total cost of this infrastructure is comprised of: (a) actual construction costs to date,
(b) debenture interest associated with financing, and (c) cost estimates. Total cost is approximately
$40.43 million as outlined in the table below. Actual costs, debenture interest (if any), and cost
estimates were provided by Town staff and engineering advisors. It is important to note that these
costs represent the "gross" costs, of which only a portion will go to support new development during
the 25-year review period. The remainder of this section outlines how total costs are equitably
apportioned to new development/growth.
Summary of Sanitary Offsite Infrastructure
Project Description Cost of Completed /|Debenture Interest) Estimated Cost of Total Project
Work Work Yet to be Estimated Cost
Completed
MI" CS Eee 8,238,000 | $ 8,238,000
MM mes SSS | 'YTS 5,980,000] $ 5,980,000
|_ 3 [SReSStSts ee ee 707,000 | $ 707,000
[Bees eas nd SS oe eS 40,425,002|$ 40,425,002
nn _______--___s
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Town of Edson Offsite Levy Rate Update
EET SS TT AT EEL TBARS PTE SST SALE ECE AAT RPE PENT EEA
| Projacts Cirsise Forward From Previous SyEWy
| erojects Anaridsed or Maroc bees ahaa
*The numbering sequence accounts for those projects that were previously removed (if applicable).
**Cost estimates include 10% for engineering fees and 25% for contingencies.
7.2 Sanitary Offsite Infrastructure Grants & Contributions to Date
The MGA enables the Town to recoup costs for infrastructure, other than those costs that have been
provided by way of special grant or contribution (i.e. contributed infrastructure). The Town has not
received any special grants or contributions for sanitary offsite infrastructure as shown in the table below
(note, if the Town receives grants in the future, it will be reflected in one of the annual updates and rates
adjusted accordingly). The result is that the total reduced project estimated cost remains at ~$40.43
million.
Special Grants and Contributions for Sanitary Offsite Infrastructure
Project Description Total Project | Special Grants Developer Reduced Project
Estimated Cost Agreement Estimated Cost
Contributions
|_1 |Phase1Replacement ss [SS 8238,000[_ CT CC"'"'CS:#C*dCS«~_«C8,238,000 |
[2 [Phase 2 Replacement [S$ _,980,000| | | 6,980,000]
| 3 [Phase 3Replacement CdS ~--SsC7.00|@---- --"C~«~idT=Citi'(t;';™S Cd SSC 07,000 |
5 |West tiesto Unwases [8 Wevoone| [8 ron
[5 [wesc Waterson Pan Upeade|S--eamamoo] SB
[$s 40,425002/$ [SS 40,425,002 |
7.3 Sanitary Offsite Infrastructure Benefiting Parties
The sanitary offsite infrastructure previously outlined will benefit various parties to varying degrees.
There are three potential benefiting parties:
** Town of Edson --a portion of the sanitary infrastructure which is required to service existing
development.
** Other Stakeholders & Oversizing -- other parties (such as neighboring municipalities) that
benefit from infrastructure, as well as that portion of the infrastructure that benefits
development beyond the 25 year review period (i.e., "oversizing").
** Town of Edson Developers -- all growth related infrastructure (i.e., levyable sanitary
infrastructure costs).
The table below outlines the allocation of sanitary offsite infrastructure costs to benefiting parties.
Percentage allocations have been determined after reducing sanitary offsite infrastructure costs for grants
described earlier. Most infrastructure supports new development. That portion of developer cost that
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has been "deferred" beyond the 25 year review period has been separated from that portion of cost which
is included in the current rates.
Allocation of Sanitary Infrastructure to Benefiting Parties
Project Description Reduced Project} Town Oversizing For OSL/
Estimated Cost | Share % Dev >25 yrs(or | Developer
Other Share %
Stakeholder
Share) %
Phase 1 Replacement $ 8,238,000 100.00%| {| _--i«t
Phase 2 Replacement $ 5,980,000 100.00%] ----s | ss
Phase 3 Replacement $ 707,000{ 100.00%{ | |
| 5 [West Line/System Upgrades $ 17,000,002 | 29.33% 70.67%
| 8 [Waste Water Treatment Plant Upgrade | $ 8,500,000 70.63% FY 29.38%
$ 40,425,002
*Oversizing has been calculated by prorating costs over a 25 year period from date of construction. Those costs that fall within the
current review period (2016-2040) are included in the offsite levy/developer share. Those costs that fall beyond the current review
period (2041 and beyond) are included as oversizing. As rates are updated in future years, oversizing costs are gradually added to the
rate calculation.
7.4 Existing Receipts
Prior to allocating costs to benefiting parties, existing offsite levy receipts collected from developers
need to be considered in determining the residual/net costs to developers. As of December 31, 2015,
~$94,624 of sanitary levies were collected from developers under the current bylaw as shown in the
table below. This results in a residual developer cost of $14.42 million.
Offsite Levy Funds Collected to Date
Project Description Developer Cost Offsite Levy Offsite Levy Adjusted
(Leviable Costs) | Funds Collected Funds Developer
to Dec 31, 2010 Collected (Levy) Cost
Since 2011
Phase 1 Replacement hi a ae
Phase 2 Replacement ee ee ee
Phase 3 Replacement is - TtC"'iTS CU TS -
| 5 [West Line/System Upgrades $ 12,013,154 Ps $ 67,659|$ 11,945,495
| 8 [Waste Water Treatment Plant Upgrade | $ 2,496,875 Se $ 26,965|$ 2,469,910
$=. 44510020 ($s TS 94,624|$ 14,415,404
7.5 Total Sanitary Offsite Levy Costs
As shown in the figure below, the total costs for sanitary infrastructure that forms the basis of the
rate is approximately $14.42 million. The costs allocations to each benefiting party are based on the
benefiting percentages shown in Section 7.3. The offsite levy balance (due from developers) is
allocated to various benefiting areas (as described in the next section).
RAS ARS SR 2 op PR fate RT CT Ct ER LTE ETB RN ED A 0? aE WS SEE SR a a SR eS iy Det SR aR reas
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Town of Edson Offsite Levy Rate Update
aS isi ll sSlcssssasannNnSNSGNNAINSGE
Total Sanitary Offsite Levy Costs
Less:
Equals: : Equals:
Offsite or Offsite
Share facets Balance
14.41M
$14.51M $94,624 $14.41
: ' . Equals:
Project Less: Special Equals: Other &
Grants & Project pe
Costs ae Oversizing
$40.42M Contributions Balance Shara
$0.00M $40.42M $4.98M
Equals:
Town Share
$20.93M
*"Other Share" represents the portion of cost allocated to other benefiting parties such as neighbouring municipalities, as well as that
portion allocated to development beyond 25 years, etc.
7.6 Sanitary Infrastructure Benefiting Areas
Net developer costs for each project have been allocated to multiple benefiting offsite levy areas (see
tables below). Allocations are denoted with a "1" below applicable areas. Benefiting areas were
determined by Town engineering staff and advisors.
Benefiting Areas for Sanitary Offsite Infrastructure
Project Di 'ipti: Devel
Fd ici ca PP a PP
Ea
|.2 |Phase2Replacement TS TT TT Tatar Py dT PrP Pl lt
[3 [Phase aReplacement TST TT TE TT dT data? |] |} 7] PT PT TTL tt LLL
| 5 [Westtine/systemUpgrades [sanoasaasl TTT TT tTrytrt ttt} t ttt PTT TE PT EEL ULL
[_8 [waste Water Treatment Plant Upgrade| $_2469910/ 1] 4] 1/4] 4141414111414] 414141 [altlilililalalalatilalataala)
Project Description Developer
Es PER esr DER a tP A 0
[1 [Phase rReplacement st TT Pate PTT TT fstttsttts? 7 Pd PT PE TT TTT
|.2 [Phase 2Replacement Ts TT at TP TP sy tt PTTL LLL
}-3 [Phases Replocement Ss TT a ttt ee LLLIL ELLE
| 5 [westine/system Upgrades [sansasas{ | TT TT | 1 | talal 1 | itittsiaials alata tia
[_8 [waste Water Treatment Plant Upgrade| $ 24690101 1] 11a [4]lala]4[ 4111114111414] 1111111111414] t1a batalla]
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7.7 Development and Sanitary Staging Impacts
Sanitary offsite infrastructure will be constructed ina staged fashion over the 25-year development
period. Town staff have reviewed the availability of offsite levy funds to meet these construction
requirements and found that offsite levy reserve funds will not be sufficient to pay for construction
of sanitary infrastructure from time to time -- front-ending of infrastructure will be required. A front-
ender is the party that constructs and pays up front for infrastructure that benefits other parties. The
front-ender is repaid over time as offsite levies are collected from future development.
In order to compensate parties for capital they provide in front-ending offsite infrastructure
construction, a 3.0% interest allowance has been charged to the reserve when ina negative balance
(previously set at 3.0%). Further, a 1.1% interest credit has been provided to reduce offsite levy rates
for interest earned on positive reserve balances (previously set a 1.1%). Interest earning and charge
rates should be updated each year to reflect the current economic context. The graph and table below
outline sanitary levy reserve balances over the 25 year development period.
Anticipated Sanitary Offsite Levy Reserve Balances
Sanitary Reserve
$2,000,000
$(2,000,000) Ss ley rs 2 cO acini aiaiaa ie
$(4,000,000) 2 _<--% S = = (2 2 2 FF
a as
Se
5(12,000000) || tee, 7
$(12,000,000) a @een
$(14,000,000) SS Reserve
s(16,000000) | ew --'--sSCSCSCsz aaa ses
$(18,000000) Lr C--~C~C--isS
Year
*A "staging adjustment" is made to rates to account for the anticipated impact of interest on the reserve (earning and charging rates). In
this way, the reserve is assured to achieve breakeven at the end of the review period without collecting too much or too little from
developers.
7.8 Reserve Balance
Since last update, interest impacts on the reserve were captured in alignment with the interest
earning and charging rates in effect at that time:
e 2014 & 2015 interest earning rate -1.1%
e 2014 & 2015 interest charging rate -- 3.0%
e %year rule -- expenditures are deemed to have been made in September each year.
e year rule -- receipts are deemed to have been made in June each year.
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As at December 31, 2015 the sanitary reserve balance was $95,868. The Town's ledgers reflect this
balance. It is also recommended that the Town develop a set of "sub-ledgers" to track the amounts
due to front-ending parties, including interest owed in accordance with the rates in effect at that
time.
Sanitary Offsite Levy Reserve Balances
J scription RT COdSCialarce i
Opening Balance December 31, 2013 $1,857.31
Interest on Opening Balance (2014) $20.43 fT 81,877.74 |
Project Expenditures (2014) a ee ee
Offsite Levy Receipts (2014) 6095658 | sd $62,834.32
Offsite Levy Receipts Collected Under Old Bylaw (2014) nn Pn a
Debenture Interest (2014) a es
Interest on Project Expenditure (2014) rs es as
Interest on Offsite Levy Receipts (2014) $335.26 | $63,169.58
Interest on Offsite Levy Receipts Collected Under Old Bylaw (2014) ee es
Interest on Debenture Interest (2014) nn ieee eee
Balance at December 31, 2014 pT 563,169.58
Interest on Opening Balance (2015) $694.87 fF $63,864.45
Project Expenditures (2015) ee ee
Offsite Levy Receipts (2015) $31,928.98 | $95,693.43
Offsite Levy Receipts Collected Under Old Bylaw (2015) i Gn ne
Debenture Interest (2015) i ee
Interest on Project Expenditure (2015) a
Interest on Offsite Levy Receipts (2015) $175.06 | $95,868.48
Interest on Offsite Levy Receipts Collected Under Old Bylaw (2015) ae ee
Interest on Debenture Interest (2015) el Re
Balance at December 31, 2015 ee ee $95,868.48
8 STORMWATER
8.1 Stormwater Offsite Infrastructure
In the Offsite Levy Bylaw 2135, there were 12 stormwater offsite infrastructure projects included.
Town Council has determined to remove all 12 stormwater offsite infrastructure projects as it is
believed all stormwater infrastructure is "onsite" in nature and may be administered at the
development stage in the future. These 12 projects are shown below and all reflect a zero balance
for project costs as they are no longer a part of the Offsite Levy Rate Model:
EL SS STE SS SS SSS
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Town of Edson Offsite Levy Rate Update
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Z , Town of Eamon
3 ' Mue gat Serwiceng Place Upcate
" Stormwater:
A=COM Proposed improvements
Figure 1.12
etn irene ES
: Fe, [TTT te Rn ne en a er am
| Lal I
| * > E
i t4 | --
: i
| tow -------!
, |
Eee = = = Moo a. --
: > ~~ LLs r ae isa ie
: -- a f aS oe BOT
A = eee. MO eT See
i --
' Stormwater:
A=COM 20182025 knprovements
Figure 1.13
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Summary of Stormwater Offsite Infrastructure
Project Description Cost of | Debenture Estimated | Total Project
Completed Interest | Cost of Work | Estimated
Work Yet to be Cost
Completed
| 1 | SA SUIG Soar foe s -| | S$ - $ :
4 a a ee ee
Boi Be
m0) a eee
8.2 Reserve Balance
Since last update, interest impacts on the reserve were captured in alignment with the interest
earning and charging rates in effect at that time:
e 2014 & 2015 interest earning rate --1.1%
e 2014 & 2015 interest charging rate -- 3.0%
e % year rule -- expenditures are deemed to have been made in September each year.
e '% year rule --receipts are deemed to have been made in June each year.
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As at December 31, 2015 the stormwater reserve balance was $82,594. The Town's ledgers reflect
this balance.
Stormwater Offsite Levy Reserve Balances
| escription SC«dSSCiRSSCdESSCRS*dYSCS*S*Ci alae)
er ee a ee
a
[Interest on Opening Balance (2014) SSSCdTSSC~C'iS OO ]™S~C~*~YSC*«'"t'"t*'*~'SCT
| Project Empenditues(zoia) SS CdTSCiSSC"'NNSL''"C"C*'(W*SYd
[Offsite Levy Receipts(2014) SSS*dSCSC«iS ga | _S~*wdSCO*t*t*~CS |
[Offsite Levy Receipts Collected Under OldByaw(o1a) | TSSC~C<~sdSOSC"CSst~'Ss~SCSCS*SY
| Oebentureinterest(2oi) ss |SS™*~"'"*SSOC"'SSCNNNNN
[Interest on Project Expenditure(2014) | SSCSC~<'"dRSC'"'('CSNN CW"
[Interest on Offsite Levy Receipts (2014) SSSS*«~SCS*é DD | _"S"S~*~*dC*éi'"C*é's TA
Interest on Offsite Levy Receipts Collected Under Old Bylaw(201a) |--=ssS«d| SStC~--<~idSOSC"st'"CCSCS*SC*"d
| Interest on Debentureinterest(204) | SSSC*~='idSC"'CSNSN CN"
| Balance at December 31,2014 s=~=<"CS*~'~*~*~*™ at December 31, 2014 ee
EC
[Interest on Opening Balance (2015) SSSC*;SCSC«SaSSBGH | ~S"~*dt~SO*~"~«és |
[Project Empenditues(20i5) CTSSC*iESCS"'('N$NNN:CSUNSS"'=S=sSCiC"
[Offsite Levy Receipts (2015) SSS*d?SC*«éS S| SSCS~*«dtCS*~*« ST
| Offsite Levy Receipts Collected Under Old Bylaw (201s) S| SCdSSSC~--~iSOSCti'"'C:*t*~S*S
[Debentureinterest(2is)]SSS™*~<'dSC'"'('CSSCSYOONNN
| Interest on Project Expenditure(20is) SS SSTSSC*~=<'idSC*'"'(CSNCSLWW'"S
| Interest on Offsite LevyReceipts (2015) SSSSC*d;CS*~*~'s WT | S~S~*dSCOSSS soa |
| Interest on Offsite Levy Receipts Collected Under Old Bylaw(20is) | --=Sss«d|Stt~=<~idSSC"sé'"';C*t*~*S
[interest onDebentureinterest(20i5) | SSC*«iESSC"'O'OSO.
[Balance at December31,205 S| SSS~*~<'"dTSC'"'CSOW CU SOT |
9 SUMMARY OF OFFSITE LEVY RATES
The table below shows the combined offsite levy rates (per ha) associated with construction of roads,
water, sanitary and stormwater offsite infrastructure for each offsite levy area. Rates vary from each
offsite levy area. Rates vary from a low of $17,606 per ha to a high of $102,394 per ha. The weighted
average rate of all areas is $60,689 per ha. (Note, the weighted average rate is provided for
information purposes only; developers are charged the rate applicable to their specific offsite levy
area). This updated rate represent a ~21.62% reduction from the last rate (weighted average
~$77,434 per ha). This reduction stems primarily from the removal of Storm Infrastructure projects
from the Offsite Levy Model and the removal of the 2 projects from the Water Infrastructure.
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Town of Edson Offsite Levy Rate Update
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Summary of Offsite Levies by Area
Area Ref. # Charges Water Charges Charges ge Total
| 21 |$ iweoe}s [Satis TS 21,022
| 22 [see |S BLS aa $. tS 21,1091
| 30 [$s 47606 |S a7se3t$34i7[$ = | $68 615 |
MN FST eee Fr A ES Fd
| 4.2 SSS 5 hg aa ys ee ge I |
| 43 [$s a7eoe[S e6[Sgai7{s «4S 21.1091
| 50 [$4760 |$a7so3|$a4i7|s S865 |
| 60 [s 47606 $a7so3l$aai7|s «dt $68 615 |
|_ 7.0 |S 47.606/$a7s03/$g4i7[s5 ($68.65 |
| 11.0 SRT AUB Y Se age Con Sines erry as eorernemnreerae me
| 12.1 [Ss 17,606] $ 47503)$3417/$ = 1S 68615 | |
| 131 [iS 17606] $ aI S 3 ai7{S§ $28,109 |
|_ 132 [ig arog [Sees aai7is dS 2.09 |
|_ 13.3 [SEER 606 San nee | Sina ai7t Sak TSE TICS
| 140 [$ a7e06|S eefs a7] S S210 |
| 15.0 [iS treo |S ee fs gaits S210 |
| 160 [S$ 47.606 |S 47s0e| S$ s4i7|$ = S850 |
|_200 [is 47.606|$ = |S 34i7/S$ IS 24022
| 230 [is 17.606 |S 47503]$ 341718 1S 8.615 |
| 25.2 [$1760 |$ = S347 |$ eS 24,002
| 200 [S$ ie0e|$ eS 34t7is $21,109]
| 30.1 [is a7e06[$ ees aar7]s [$21,109 |
| 30.2 [ISSN 7/608 | i aie aioe is San 771 LEST
| 31.1 [SO 7606| Sees a7a5]s = Ss oa.ee8 |
|_ 312 [$s i7606[$ 86S --37,t95|$ - ~+(|$ 54.688 |
| 321 [is a7.e06'§47.593[$ 37195|$ = +t $902,394 |
| 322 [Ss i7e06[$ 47,593[$ _37,95|$ - [$102,304 |
|_331 [is "47,606 [$47,593 [$ --37,195|$ | $102,394 |
| 332 [s i7eoe|$ 47.593[$ _37.195[$ _- |$ 102,304 |
| 341 1S ives a7so3($ 37,9515 _- _|§ 102,304
| 351 |S 17606/$ 47593/$ 37195/5 = S 102,394
enna an ae
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