Urban Development Institute - Calgary

1. Urban Development Institute - Calgary 2008 Annual Report Vol. X November 25, 2008

2. Message from the Executive Director Dear UDI – Calgary Membership: On behalf of the Urban Development Institute – Calgary, I would like to respectfully submit the 2008 year in review. What a year! It began at the same breakneck pace as in previous years, bringing with it the now familiar challenges and opportunities confronting our industry – responding to unprecedented growth pressures and serving the needs of Calgarians. No one could have anticipated the economic shockwave which occurred later in the year and the truly global impact it is having around the world. Having said that, there is no other city which is as well equipped to ride out the difficult times ahead. The development industry will remain a cornerstone of Alberta’s economy and I am confident it will emerge even stronger in the future. The reason for my confidence rests with the UDI membership itself. From the Board of Directors down to the 140 volunteers that keep things moving, UDI – Calgary is very fortunate to enjoy the dedication and expertise of its volunteers. By the same token, UDI – Calgary has worked hard to maintain a strong working relationship with our closest partners at The City of Calgary who benefit greatly from the work of our volunteers. As you will see in the pages of this review, there is a staggering amount of work and coordination occurring with The City. That is not to say there have not been challenges; however, the strength of the relationships is such that solutions are being found to the benefit of all Calgarians.

3. Message from the Executive Director - continued The work of UDI – Calgary is not confined to the city limits of Calgary. There are committees and members working with our partners in the Municipal District of Rocky View and even further afield. Again, the knowledge and expertise of our membership is being sought out and it is having an impact, particularly with regard to the development of policy. In closing, I would like to thank the UDI – Calgary staff for all of their hard work this past year. They make coming to work each day a pleasure. We are all looking forward to an exciting 2009! Michael Flynn Executive Director

5. Board of Directors At the 2007 UDI – Calgary AGM the bylaws were amended to increase the size of the Board of Directors from 9 people to 12, one of which must be a multi-family developer representative. This will enable to Board to better meet the needs of its members, while also allowing for more effective mentorship and succession planning within the Board itself. The following screens provide information on just some of the issues the Board has been working on in the past year.

6. Board of Directors Initiatives - Outline and Tentative Plan Approval Process Review In May of 2007, initial meetings began with City Administration to discuss the implementation of the 22 recommendations which were the result of the joint UDI / City of Calgary Outline and Tentative Plan Approval Process Review. Under the new Director of Development and Building Approvals (DBA), Stan Schwartzenberger, there has been a renewed commitment to finalizing the outstanding recommendations. To that end, the Director has appointed Judy Luton, Manager of DBA ,to personally oversee the implementation of the recommendations.

7. Board of Directors Initiatives - Plan It Calgary Plan It Calgary is the integrated land use and mobility plan project that will develop a long-term plan for Calgary's land use and transportation networks. By mid-2009 , the plan will be developed under the 11 sustainability principles that were crafted from imagineCALGARY, City policy and Smart Growth principles. Plan It Calgary will eventually form the next Municipal Development Plan. The UDI – Calgary Board has dedicated considerable resources into working with The City on this exercise. Thus far the we have been able to affect some positive change; however, there is much more work to be done. The most recent success was a motion from City Council which directs City Administration to appoint a UDI representative on an advisory/oversight committee to review drafts of this exercise and provide industry feedback.

8. Board of Directors Initiatives - Development Levies This year there were two important developments with regard to levies paid by the industry. The first is that membership benefited from a negotiated compromise reached last year regarding the Community and Recreation Levy rate. It was agreed the rate would be a blend between the Canada-wide Statistics Canada index and that for the city of Calgary, as opposed to using only the city of Calgary rate. This resulted in a substantial reduction of the levy. The other important change concerns the Storm Sewer Acreage Assessments, which are referenced under the Development Agreement Negotiations section of this report. Agreement was reached to adopt a new model consisting of six new catchment areas based on long established watersheds, as opposed to 46 different catchment areas. The new model will be easier to administer and will provide improved accountability and transparency.

9. Board of Directors Initiatives - Calgary Regional Partnership The Calgary Regional Partnership (CRP) is made up of 18 municipalities and one First Nation. Together they are collaborating on common regional issues and are planning for growth by creating a regional land use plan. This plan will determine a logical process for the sustainable development of infrastructure, land and community services across the region. UDI – Calgary and been actively involved in several public engagement stakeholder sessions to ensure that Development Industry has input into the future growth of the Calgary region.

10. Board of Directors Initiatives - Liaison with Senior City Administration In the past year, UDI Board members have met regularly with the highest levels of City of Calgary management on a variety of issues. Specifically, UDI has been working closely with Water Resources to address delays in the approval of construction drawings. This has resulted in facilitated workshops commissioned by the City Manager, Mr. Owen Tobert. There is optimism that this will result in some much needed process changes, which could be exported to other City departments.

11. Board of Directors Initiatives - Alberta Land Use Framework The provincial government released its Land Use Framework (LUF) in May 2008. The LUF is meant to leave final decision making authority over land-use with the same local authorities that currently exercise it. However, municipalities will be required to comply with the plan in their region (in the case of Calgary – the Calgary Regional Partnership) which in turn must integrate with provincial land-use policies. The UDI Board has appointed two members to the UDI – Alberta task force which is coordinating industry efforts with this initiative.

12. Development Agreement Negotiations The 2008 Development Agreement was finalized with revisions made to approximately 35 clauses. Michael Roberts played an integral role in the negotiations of both the Development Agreement and Standard Specifications, and was assisted by dedicated volunteers from various committees and task forces including: Technical, Water Management, Pavement and Urban Landscape. In 2008, a Storm Sewer Acreage Assessment Working Committee was established, consisting of members of UDI – Calgary and City Administration to review the previous model, which used 46 different catchment areas. Agreement was reached to adopt a new model consisting of six new catchment areas based on long established watersheds. The new model will be easier to administer and will provide improved accountability and transparency. The levies have been calculated using a forecast of expenditures for projects that will be constructed by The City to accommodate growth. The levies will be used to fund new storm infrastructure required for Greenfield development and will NOT be used to fund retrofit projects. The following are the per hectare levies based on catchment area:   • Bow River $ 2,300 • Nose Creek $15,300 • Elbow River $ 200 • Fish Creek $ 200 • Pine Creek $ 3,100 • Shepard $41,200

13. Development Agreement Negotiations -continued Other key changes made to the 2008 Development Agreement are: • Community & Recreation Levy increased to $48,794 • Transportation Assessment Levy increased to $63,507 • The Developer Funded Infrastructure Stabilization Fund (Oversize Fund) per hectare rates remain unchanged at: • Utilities $ 5,000 • Major Roads $11,800 • Parks $ 5,500 • Traffic Signage and Road Marking Assessment Levy remains unchanged at $613.00 • Inspection Fees Levy remains unchanged at $2,208 • Annual adjustments for the Community & Recreation Levy and the Transportation Assessment Levy are based on the average between the Calgary and Canada, Statistics Canada increases of the non-residential building construction price index. For 2008, these Levies were increased by 13.7%; however, the Transit component of the Community & Recreation Levy was adjusted by 2.1%.  A copy of the 2008 Standard Development Agreement is available at www.udicalgary.com under the “Documents of Interest” tab.

14. Technical Negotiations Numerous changes were made to the 2008 Water, Sewer, Roads and Landscape Standard Specifications to address issues/deficiencies that were identified by both UDI and The City of Calgary. While the negotiations went reasonably well, problems were encountered with regard to implementation of a few specifications without UDI’s review or approval. UDI identified these specifications and formally requested that The City revoke those where consensus could not be reached. These issues will be addressed during the 2009 negotiations. A detailed listing of all specification changes can be found at the front of each Standard Specification book.

15. Website This year the staff at UDI – Calgary undertook to update their website which resulted in a number of key changes: Expanded information on “developing a community”, with the ability to "drill down" for more in-depth information if required. Better links to our members and their websites. An area devoted to “committee members” which shows the organizational structure of UDI and a summary of the issues the various committees and task forces are working on.  In the “ Members-Only” section, you can see the names of the volunteer members of each committee/task force. More information in a secure password protected area, where members can see documents, reports and technical/information bulletins, which  are no longer accessible to the general public.  We now have the ability to post committee reports and documents to UDI – Calgary’server, either for distribution to specific committee members (again, these are password-protected for access only by committee members),  and we can post reports either for other members or for the general public. Lastly, we have updated our look and feel to be both more visually pleasing and search engine friendlier.

16. Pavement Task Force As part of the 2008 Technical negotiations for Roads Specifications, the Pavement Task Force consisting of: Chris Plosz, Jim Montgomery, Sandy McIntosh and Charles Kwok addressed a multitude of issues and was able to implement a number of changes to the specs regarding conventional mixes design, lanes & walkways, lighting, clauses pertaining to CCC’s and changes to various sheets/details. UDI continues to work with The City to resolve issues associated with winter paving mix, concrete bus bay construction, transit bus bay design and walkway/emergency access lighting.

17. Planning Committee In 2008, the Planning Committee was extremely busy reviewing and providing comment on a multitude of City of Calgary policy documents and initiatives. Under the leadership of David Allen, the Committee addressed the following:   • Draft Slope Adaptive Development Policy & Conservation Planning & Design • Framework for Allocating Creditable Reserve Land in Communities • Draft Fire Department Access Standards • Draft Smart Growth Incentive System • Review of the manner in which The City of Calgary calculates density • Sustainable Suburbs Review Project • Suburban Residential Growth 2008-2012 • Accommodating Growth 2008 • Elbow River and Bow Basin Water Management Plans and their associated impacts from a planning perspective • Transit and pedestrian oriented development • Ongoing discussions re CPAG improvements • Draft East Regional Context Study • Calgary Regional Partnership Land Use Plan • Regional Context Study and Area Structure Plan process/flow charts • Plan It Calgary

18. Planning Committee - continued The 2008 Planning Committee: Kelly Blenkin, Roberto Binda, Darrell Grant, Marcello Chiacchia, Gillian Lawrence, Ben Lee, Dale Johnson, Bill MacDonald, Sean Nolan, Sue Paton and Tyler Stevenson also worked diligently on addressing issues associated with the implementation of the new Land Use Bylaw 1P2007. A Land Use Bylaw Stakeholder Advisory Committee has been formed and the Planning, Urban Densification and Commercial Committees have been instrumental in achieving several revisions to the Bylaw. It is essential that the Bylaw becomes a well functioning, living and perpetually evolving document; one that can strategically adapt to the city’s changing needs and can accommodate innovative ideas in a timely fashion. UDI is committed to working with The City of Calgary to ensure that this occurs and will continue to advance issues that are of concern to the Development Industry.

19. Urban Densification Committee The Urban Densification Committee continues to pursue its goal of providing leadership & guidance to The City of Calgary, the Development Industry and Calgarians as we move toward increased density in the urban core. Through the work of its dedicated volunteers in 2008: ChairmanJaydan Tait, Ben Lee, Glen Pardoe, Andrew Wallace, Alex Ferguson, Linda Hackman, Eileen Stan, Chris Ollenberger, Richard White and Rick Lewis, the Committee is making strides toward the transformation of Calgary into a sophisticated urban environment. Issues addressed in 2008 included: • Review of City of Calgary policy documents and reporting mechanisms for the Centre City Levies and the 17th Avenue SE Urban Development Strategy • Implementation/sustainment issues associated with the new Land Use Bylaw 1P2007, including the Beltline Land Use Districts • Affordable housing and secondary suites initiatives, as addressed in the Chamber of Commerce Report and the Report from the Committee to End Homelessness • Transit oriented development policies and their impact on industry • Beltline land value study • Draft Fire Department Access Standards • Rivers Revitalization Plan • Cash-in-lieu parking strategies • Identifying barriers to innovative development • Discussion on how to encourage developments that are built to allowable densities • Developing a strategy for recruiting more multi-family developers to UDI • Discussion re strategies to reduce delays resulting from the CPAG process • Review of density bonusing for the City core • Review of the City's Building Construction and Demolition Site Management Code of Practice

20. Technical Committee The Technical Committee, led by Michael Roberts, continues to be one of UDI’s busiest committees. Committee members in 2008 included: Mark Wynker,Richard Geleta, Terry Smith, Chris Ollenberger, Chris Plosz, Ian Hunsche, Bill Hargrave, Jim Montgomery, Ray Ling, Neil MacKimmie and Reg Jans. Issues addressed by this year’s Technical Committee included: • Addressing City requirements/road standards for new development adjacent to School sites • Review of Roads, Water, Sewer and Landscape Standard Specifications • Working with Water Resources on process improvement strategies to address engineering drawing circulation delays and delays in the approval of as-built construction drawings • Loam stockpiles on MSR sites • Coordination of electronic submission standards for as-built block profile drawings. • Discussions with the Fire Department re Draft Fire Access Standards. • Residential Street Standards Pilot Project • Addressing issues related to concrete maintenance and replacement • Mandrell testing and video inspections • Review of City of Calgary policy documents and guidelines, including: Slope Adaptive Development Policy, DSSP Guidelines and Erosion and Sediment Control Guidelines The majority of the Technical Committee’s workload comes from the various Committees and Task Forces that report directly to it. These include: Developer Safety, Electronic Submissions, Environmental, Erosion & Sediment Control, Pavement, Residential LID Subdivision Study, Residential Street Standards Pilot Project, Sewer Specifications, Technical Negotiations, Urban Landscape and Water Management.

21. Urban Landscape Committee Led by ChairmanPaul Douglas, the Urban Landscape Committee members also include Henry Heuver, Victor Kallos, Bruce Laing, Scott Wright, Barry Paxton, Jason Palacsko, Brett Friesen and Craig Norris, the Committee’s focus in 2008 included: • Review of The City of Calgary Water Management and Urban Forest Strategic Plans to determine their impact on the Standard Specifications for Landscape Construction. This will be a key area of focus in 2009 • Assist with the annual review of the 2008 Standard Specifications for Landscape Construction • Involvement in the Residential LID Subdivision Study initiative • Recommendations to The City of Calgary regarding the testing and approval of new irrigation products • Developing base guidelines/parameters to address one-off situations with private irrigations specifications

22. Water Management Committee Water has become an increasingly important factor in the development of the city of Calgary and surrounding municipalities, which is evidenced by the numerous water management plans and studies that were reviewed this year. Committee members in 2008 included Rick Carnduff (Chair), Paul Douglas, Chris Ollenberger, Tony Pasquini, Chris Plosz, Craig Norris, Michael Roberts, Dennis Westhoff, Paul Jacobs, Trevor Huber and Martin Nguyen who were tasked with: • Review of the Elbow River and Bow Basin Water Management Plans • Review of the Draft Western Irrigation District Stormwater Guidelines • Quarterly meetings with Water Resources to discuss issues such as the approval process, delays in issuing CCC's for storm ponds, peer reviews of engineering drawings, LID subdivision study updates and process improvement initiatives • Review of the Draft Langdon Stormwater Management Analysis • M.D. of Rocky View Riparian Policy Development Project • Review of the Western Irrigation District Stormwater Guidelines • Discussions with The City regarding the performance of stormwater ponds • Discussions with The City regarding the Stormwater Management & Design Manual, Water Management Strategic Plan and the Shepard Drainage Corridor Study

23. Commercial/Industrial Committee In 2008, ChairmanDavid Dalen along with Chris Davis, Carmel Gatt, Jane Power, Brent MacKay, Eileen Stan, Sandy Menzies, Warren Paulsen, Don Larke and James Scott focused their efforts on: • Issues associated with the new Land Use Bylaw 1P2007, including the method for determining height in a commercial district, maximum height in the IB district and other implementation/sustainment concerns • Review of The City of Calgary's "Local Commercial Study" and the implications of this policy document for the Development Industry • Improving dialogue/collaboration with City of Calgary planners, including coordination with the City to develop an education program for new planners • Providing input into The City’s draft Smart Growth Rating system • Reviewing the implications of Plan It on the commercial/industrial sectors

24. Developer Safety Committee In 2008, Chairman Rob Kirsch and Committee members John Tucker, Phil Wareham, Gerry Barron, Colin Friesen, Darrell Landon, Ian Hunsche, Francis Pierrard and Duncan Smaill focused their efforts on addressing: • Legislative issues associated with the definition of "prime contractor“ • Participation on the Calgary Region Utility Damage Prevention Committee • Working with Enmax, Atco Gas and the CHBA - Calgary Region on a "4 Party Housing Starts Task Force" to address safety issues associated with the installation of shallow utilities • Review The City of Calgary's Building Construction and Demolition Site Management Code of Practice

25. 4 Party Housing Starts Task Force A joint Task Force was established with the Shallow Utilities Consortium, UDI - Calgary and the CHBA – Calgary Region to address safety and productivity issues that arise when house construction and shallow utility installations occur concurrently in residential development projects. Key focus areas include: •  Safety concerns for all workers on the jobsite • Access concerns for the shallow utility construction contractors regarding their utility easements and alignments • Negative impact on productivity for the shallow utility contractors, developers and home builders. To address these issues, a pilot project was developed to increase communication and coordination between parties working within the development project. This is achieved through a “joint coordination meeting” to discuss site coordination and safety requirements prior to construction commencing. The discussion is then augmented with additional weekly site meetings as required, in order to highlight the contractor’s construction plan. The pilot projects have been very successful and the Task Force intends to prepare a joint publication in late 2008 to be distributed to all stakeholders, describing the agreed upon meeting process and communication best practices.

26. Municipal District of Rocky View Liaison Committee The Committee meets monthly to address a wide variety of issues pertaining to development in the M.D. of Rocky View. In 2008, Committee reps included Richard Geleta (Chair), Dale Johnson, Charles Boechler, Paul Mercer, Don Canning, Ron Sawchuk, Patrick Burke and Marianne Wade. The M.D of Rocky View participants include: Derek Lovlin, Lorie Pesowski, Rob Deverell and Rick Wiljamaa. • Discussions regarding Development Agreement and Specifications negotiations • Issues/requirements associated with CCC's, FAC's and As-Built drawings/cover sheets • Participation in a study regarding the use of accessory dwelling units in the M.D. • Review of the approval process • Related issues associated with the Calgary Regional Partnership's Land Use Plan • Review of policy documents and associated bylaws, including: Airdrie East ASP, Plan 8 ASP, Waste Water Levy Bylaw and M.D. of Rocky View & City of Calgary Inter-Municipal Development Plan

27. Residential Low Impact Development (LID) Subdivision Study In response to concerns raised by the Development Industry regarding the challenges experienced when trying to implement LID initiatives (lack of design experience, lack of adequate design and modeling tools, longer approval process and the limited cost information related to the implementation of stormwater source control practices), The City of Calgary commenced a study to design a theoretical innovative residential subdivision that incorporates a number of feasible stormwater source control/LID practices, including: layout, final design, identification of potential stormwater source control/LID practices that may be applied throughout the city and identification of approval process requirements/obstacles. The team is lead by Liliana Bozic (City of Calgary) and includes the following UDI volunteers: Kelly Blenkin, Rick Carnduff, Paul Douglas, Martin Nguyen, Paul Jacobs, Victor Kallos, Ben Lee, Tony Pasquini, Chris Plosz, Manoj Raythatha, Michael Roberts and Arnie Stafaniuk.

28. Environmental Task Force The members of the Environmental Task Force include Chris Plosz (Chair), Heather Charbonneau, Ken Cook, Bob Faktor, Russ Kalmacoff and Tony Gregov. In 2008, the group focused its efforts on a review of The City's Brownfield Strategy and how the policies affect the development industry, reviewing Plan It Calgary and the associated environmental impacts relative to what is proposed and involvement with the Calgary Synergy Advisory Panel. UDI – Calgary also has a seat on The City of Calgary's Environmental Advisory Committee (EAC), which reviews and provides comment on environmental activities and policies of The City. The Committee is comprised of representatives from The City of Calgary, Calgary Health Region, Sierra Club, River Valleys Committee, Sustainable Calgary Society and other organizations that focus on environmental issues. Bob Faktor is UDI’s representative on the EAC. While UDI will often disagree with the recommendations put forth by the EAC, our participation on the committee ensures that we have a pulse on environmental issues that affect the development industry.

29. UDI – Calgary Events In 2008 UDI - Calgary hosted seven luncheons, four breakfast seminars, a PVC Pipe Seminar, the Spirit of UDI Awards, the annual Golf Tournament and the 2007 Christmas Reception. • The total year event attendance was approximately 2860 members. • The 2007 Christmas Reception was attended by over 600 people from the City of Calgary, surrounding municipalities and our membership. • The 2008 Ron Nolan Memorial Award was presented to Ron Sinden for his many years of industry service and the Spirit of UDI Award was presented to Richard Priest for his exceptional leadership and dedication to UDI – Calgary and UDI Alberta. • 238 members participated in the 2008 golf tournament at Heritage Pointe, over $6000 was raised for the Calgary Habitat for Humanity and we successfully filled our truck for the annual Tool Drive. Congratulations to Johnny Walker and Maureen Boudreault who won the men's and women’s low gross. Thank you to all of our event speakers and presenters who graciously donated their time. • Ian Morely(City of Calgary) • Jennifer Sharp (City of Calgary) • Rick Butler (Calgary Regional Partnership) • Gordon Branson (M.D. of Rocky View) • Dr. Frank Atkins (University of Calgary) • Bruce Graham (Calgary Economic Development) • Nicole Martel (UDI Alberta) • Onufry Shinkewski (UDI Alberta) • George Brookman(Calgary Stampede) • Dave Borutski(Government of Alberta) • Chief Rick Hanson (Calgary Police) • Frank Boyd (Apex Limited Partnership) • Decker Shields (City of Calgary) • Craig Fisher (UNI-BELL PVC Pipe Association) • Jeff Phillips (Ipex Inc.) • Preston Creelman(Royal Pipe Systems) • Doug Clark (Morrison Hershfield)

30. Our accomplishments would not be possible without our continued member support. Thank you to the 55 UDI – Calgary member companies who generously allowed their employees to work in a volunteer capacity on the many challenges faced by the development industry in 2008. Alberta Erosion Control Ltd. Almor Testing Services Ltd. Alpha Better Landscaping Apex Limited Partnership Brown & Associates BSEI Bunt & Associates Engineering Ltd. Calgary Municipal Land Corporation Canada Lands Company Limited Carma Developers LP CohosEvamy Dundee Development Corp. Enmax Power Services Corp. Focus Corporation Foothills Landscaping Limited Genstar Development Company Gibbs Gage Architects GLB Planning Ltd. Golder Associates Limited Grosvenor GWL Realty Advisors Inc. Harmony Park Developments Corp. Hopewell Residential Communities IBI Group Jacques Whitford Kidco Construction Limited L.A. West (Calgary) Inc. Marmot Concrete Services Ltd. Matrix Landscaping Architecture McIntosh-Lalani Engineering MD of Rocky View Medallion Development Corporation Morrison Hershfield Municipal Counsellors North Star Excavating Inc. Pacific Continental Developments Ltd. Progressive Engineering Ltd. Qualico Communities Remington Development Corp. Resiance Corporation Riddell Kurczaba Architecture Rockmount Financial Ronmor Holdings Inc. Southwell Trapp & Associates Ltd. Stantec Consulting Limited Stormwater Solutions Inc Streetside Development Corp. Tamani Communities Telus Communications Inc. Torode Commercial Ltd. United Communities University of Calgary Urban Systems Limited WestCreek Developments

31. New Members In 2008, the following companies joined UDI – Calgary: • Atlantic Industries Ltd. (Canada) • Blue-Con Excavating Ltd. • Calgary Economic Development • CondoSource • Eco-Industrial Solutions • Fraser Milner Casgrain LLP • GLB Planning Ltd. • Hazco • Lake Placid Group of Companies • Lansdowne Equity Venture Ltd. • Layfield Group • Nucor Systems Inc. • Prairie Communities Corp. • Scheffer Andrew Ltd. • Stikeman Elliott • Stratacon Inc. • Summit Environmental Consultants Ltd.

32. UDI – Calgary 2008 Board of Directors • Michael Dutczak, Carma Developers LP. – Chairman • Richard Priest, Apex Limited Partnership – Past Chairman • Michael Roberts, Progressive Engineering Ltd. – Associate Vice Chairman • Chris Kolozetti, United Communities – Treasurer • Glynn Hendry, Qualico Communities – Director • Paul Taylor, Hopewell Residential Communities – Director • Doug Porozni, Ronmor Holdings Inc. - Director • James Hammermeister, Genstar Development Company – Director • Don McLeod, WestCreek Developments – Director • Marcello Chiacchia, Genstar Development Company – Director • Don Merlo, Carma Developers LP – Director • UDI - Calgary Administration • Michael Flynn - Executive Director michael.flynn@udicalgary.com • Maureen Boudreault - Project Manager maureen.boudreault@udicalgary.com • Kimber Higa - Administrative Assistant kimber.higa@udicalgary.com  • Pat McHale - Office Administrator info@udicalgary.com