Agenda Item No.: E.1.b. Terms of Reference for Residential Infill Strategy – Smart Choices Program (Effect of Infill on Surrounding Communities; A Proposal for a Neighbourhood Plan for Grovenor) Recommendations: That the November 8, 2005, Planning and Development Department report 2006PDP012 be received for information. Report Summary This report, and the attached Terms of Reference, outline the proposed scope, and process for preparing a Residential Infill Strategy. This report also describes how two motions of Executive Committee regarding the effect of infill on surrounding communities, and the preparation of a neighbourhood plan for Grovenor, will be addressed by the Residential Infill Strategy. History On March 23, 2004, City Council approved “Smart Choices for Developing Our Community”. This report contained nine recommendations, including the following: That a small-scale and medium density infill strategy be developed to encourage infill and enhance certainty in redevelopment situations for communities and development proponents. The strategy will investigate better ways to align community and developer expectations by: identifying characteristics that indicate strong small-scale or medium density redevelopment potential; identifying geographic areas that meet those characteristics or neighbourhoods facing significant Routing: Delegation: Written By: November 8, 2005 File: 2006PDP012 redevelopment pressure (or invite neighbourhoods to identify themselves); undertaking community development or education exercises to raise community awareness of potential redevelopment activity, to discuss community expectations and to inform the community about urban design options for redevelopment that lessen the negative impacts on the community; and developing neighbourhood specific urban design principles for potential redevelopment projects from those exercises. City Council subsequently identified the development of a Residential Infill Strategy as one of four initial priorities for the Smart Choices Program, when they approved the following recommendation contained in the "Urban Sustainability Initiative Action Plan” on August 31, 2004: That Smart Choices implementation shall initially focus on the following priority areas: 1. Neighbourhood Re-investment; 2. Transit-oriented Development; 3. Infill Strategy (supported by elements of walkability and urban design); and 4. Development Incentives for the infill and Transit-Oriented Development Strategies. On March 9, 2005, Executive Committee passed this motion, following debate on the proposed Century Park development: City Council L. Benowski/H. McRae/G. Barker/M. McConnell-Boehm G. Barker PLEASE RETAIN THIS REPORT Planning and Development Department (Page 1 of 4) FOR FUTURE MEETINGS E 1 b Terms of Reference for Residential Infill Strategy – Smart Choices Program (Effect of Infill on Surrounding Communities; A Proposal for a Neighbourhood Plan for Grovenor) That Administration report back to Executive Committee no later than August 24, 2005, on the development of a set of principles and terms of reference for addressing local and downstream infrastructure impacts of infill. On June 29, 2005, Executive Committee passed the following motion, after considering a request by the Grovenor Community League to have a neighbourhood plan prepared for their community: That the Administration prepare Terms of Reference which will facilitate the review of mature neighbourhoods from the perspective of such key elements as intensification and urban design, rather than individual neighbourhood plans. Executive Committee granted the Planning and Development Department an extension of the deadlines for a response to these latter two motions to January 2006. Report The City of Edmonton Senior Management Team approved the Terms of Reference for the Residential Infill Strategy at their meeting of December 2, 2005. The purpose of the Residential Infill Strategy project is: to identify opportunities for residential infill development in Edmonton, and to establish procedures, zoning regulations, design guidelines, and incentives that will facilitate quality, small-scale and medium density residential infill that is compatible with existing development in the city’s older neighbourhoods; and to increase public acceptance of residential intensification, enhance certainty in redevelopment situations for communities and development proponents, and reduce the number of rezoning applications which proceed to City Council Public Hearings for resolution. The scope of this Project, in accordance with the Smart Choices Recommendation and the Council Motion of March 2005, will involve the following major tasks: Preparation and testing of a list of characteristics/criteria that will be used by the Planning and Development Department to identify areas and sites in older neighbourhoods with strong potential for residential infill and redevelopment; Development and implementation of a community education program that will provide general information about the process for preparing the Residential Infill Strategy; describe the existing regulations and planning process governing residential infill, and possible changes; increase public awareness and understanding of the benefits of residential infill; and, bring to their attention potential opportunities for infill in their respective neighbourhoods; Preparation of a residential infill atlas with maps showing areas and sites within 29 older neighbourhoods that have strong potential for small-scale and medium density residential infill and redevelopment; (Page 2 of 4) Terms of Reference for Residential Infill Strategy – Smart Choices Program (Effect of Infill on Surrounding Communities; A Proposal for a Neighbourhood Plan for Grovenor) Completion of a market analysis to determine the demand for infill development in Edmonton (location, magnitude, type of housing, and amenities); Preparation of design guidelines for infill development; Amendments to zoning regulations (including the Mature Neighbourhoods Overlay), to facilitate residential infill (this could include broadening the range of permitted uses in the low density residential zones); Establishment of principles and cost – recovery mechanism(s) for addressing local and downstream impacts of residential infill and redevelopment on hard and soft infrastructure; Customization of a planning and consultation processes for infill/redevelopment applications; Completion of pro-forma analyses to determine development economics for various types of infill development; Identification of incentives that the City might use to promote small-scale residential infill and medium density redevelopment; and; Construction of demonstration projects to promote small scale residential infill and medium density redevelopment. The core work of the project and the initiation of the proposed Design-Build Residential Infill Competition is estimated to be completed in 2.5 years. Local and Downstream Infrastructure Impacts of Infill The task of developing a set of principles to address the local and downstream impacts of infill on infrastructure, as requested by the Executive Committee of Council in their motion of March 9, 2005, will be undertaken as part of the project to prepare the Residential Infill Strategy. The Infill Atlas and the Market Analysis will provide information to develop growth scenarios about the location and magnitude of potential infill. This information will be compared with information about infrastructure capacity to evaluate the possible impacts on infrastructure. A set of principles and cost-recovery mechanisms or procedures will then be developed to address these impacts. These principles and procedures will take their cue from current practices such as the Permanent Area Contributions, Land Drainage Utility Fee and the Sanitary Servicing Strategy Fund. In drafting the principles and proposals for cost-recovery mechanisms, consideration will be given to equity, ease of administration, economic impact, and fiscal results. Consideration will also be given to their possible effect of discouraging residential infill or cancelling out the benefits of any incentives that might be offered for infill. The task of preparing the principles and cost-recovery mechanisms will involve staff from the Transportation and Streets Department, the Drainage Services Branch, the Office of Infrastructure, the Law Branch, EPCOR Power and Water, and the (Page 3 of 4) Terms of Reference for Residential Infill Strategy – Smart Choices Program (Effect of Infill on Surrounding Communities; A Proposal for a Neighbourhood Plan for Grovenor) Community Services Department. The development industry will also be consulted. Once prepared, a policy and/or bylaw on Local and Downstream Infrastructure Impacts will be sent to Council for Public Hearing and approval. Urban Design and Intensification “Elements” for Mature Neighbourhoods Rather than Individual Neighbourhood Plans The attached Terms of Reference for the Residential Infill Strategy will “facilitate the review of mature neighbourhoods from the perspective of such key elements as intensification and urban design, rather than individual neighbourhood plans” as proposed by the motion of Executive Committee on June 29, 2005. The proposed Strategy will identify infill opportunities in the City’s mature neighbourhoods, and establish zoning regulations and design guidelines that will apply to residential infill in these mature neighbourhoods. 2006PDP025). These models will be tailored to the different needs of neighbourhoods, with the objective of establishing a more efficient and effective approach to issue resolution and neighbourhood renewal. Budget/Financial Implications The first year of the project’s budget ($159,300) can be accommodated within the 2006 budget of the Smart Choices Program. It is estimated that the project to develop a Residential Infill Strategy will require a total budget of $425,850 (excluding the cost of the proposed Design/Build Infill Competition), to be spent over a period of approximately 2.5 years. Background Information Attached 1. Terms of Reference for Residential Infill Strategy – Smart Choices Program It is anticipated that this “broad-brush” approach will reduce the need to prepare individual neighbourhood plans to guide redevelopment. It is also acknowledged that there will still be a need to prepare more detailed plans for some neighbourhoods or areas. It is proposed that a toolkit of new models for community-based planning be developed as part of the proposed Neighbourhood Reinvestment Program project (Council report (Page 4 of 4)