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HomeMy WebLinkAboutPLN 03-25Report to Planning & Development Committee Report Number: PLN 03-25 Date: February 3, 2025 From: Kyle Bentley Director, City Development & CBO Subject: Streamlining the Development Application Review Process (DARP) File: D-1100-109 Recommendation: 1.That Report PLN 03-25, regarding the City of Pickering Streamlining the Development Applications Review Process, be received; 2.That the City of Pickering Streamlining the Development Applications Review Process Final Report prepared by Dillon Consulting dated December 20, 2024, and provided as Attachment 2, be endorsed; 3.That the Implementation Work Plan prepared by staff, and provided as Appendix I, be endorsed and considered through future budget processes; and, 4.That the appropriate officials of the City of Pickering be authorized to take the necessary actions as indicated in this report. Executive Summary: The purpose of this report is to provide information on the recently completed Streamlining the Development Application Review Process (DARP), to highlight key implementations proposed to improve the City’s planning approval process, and to obtain Council approval to carry out the Implementation Work Plan, as appropriate. On December 4, 2023, the Executive Committee received Report PLN 38-23, which sought Council’s approval to hire a consultant to conduct an in-depth review of the City’s development application review process. As a result of Resolution #356/23 (see Attachment 1), Dillion Consulting Limited and Performance Concepts Consulting Incorporated were retained to undertake a comprehensive review to identify and examine opportunities for improvements to develop a more efficient and consistent DARP and improve service delivery, both internally and externally. This report summarizes the DARP review that was undertaken, summarizes the contents of the December 20, 2024 consultant report (see Final Report, Attachment 2 to Report PLN 03-25), and discusses proposed key implementations and tasks to improve DARP. Staff recommend that Council endorse the City of Pickering Streamlining the Development Applications Review Process Final Report, as set out in Attachment 2, and authorize staff to carry out the Implementation Work Plan, as set out in Appendix I, as considered through future budget processes. PLN 03-25 February 3, 2025 Subject: Streamlining the Development Application Review Process Page 2 Relationship to the Pickering Strategic Plan: The recommendations in this report respond to the Pickering Strategic Plan Priority of Advance Innovation & Responsible Planning to Support a Connected, Well-Serviced Community. Financial Implications: City staff can implement most action items in the proposed 2025 Work Plan with no direct financial cost. However, items like reviewing Engineering, Legal and Planning fees and conducting a detailed review of the AMANDA system will require hiring consultants. These consultant costs will be funded through the 2025 Building Reserve Fund. Costs related to future action items will be considered through future budget processes. Discussion: The purpose of this report is to provide information on recently completed efforts to streamline the City’s development application review process (DARP), to highlight key implementations proposed to improve the DARP, and to obtain Council approval to carry out the corresponding Implementation Work Plan, as appropriate. 1. Background The City of Pickering is undergoing significant changes, bringing both new opportunities and challenges for its growth and development. In addition to traditional greenfield development, the City is transitioning towards high-density, mixed-use development and redevelopment in key areas, including the City Centre, major corridors like Kingston Road and Brock Road, and Seaton, where extensive development is expected, and under construction. Given the current and anticipated development activity, as well as the future build-out of these areas, a review of the City’s existing DARP was deemed necessary. The DARP is a core regulatory service provided by the City Development Department, in collaboration with other City departments and external agencies. The process is primarily guided by legislative requirements under the Planning Act and Building Code Act. The purpose of the review was for the Consultant to identify gaps, challenges and opportunities, and to propose recommendations for the City to consider implementing. 2. The DARP Study On December 4, 2023, the City retained Dillion Consulting Limited and Performance Concepts Consulting Incorporated (‘the Consultant’) to undertake the DARP study, which began in January 2024 (Resolution #356/23). The study included the following phases: • Phase 1 – Project Kick-Off and Data Collection • Phase 2 – Current State DARP – Engagement Consultation Sessions • Phase 3 – Strengths, Weaknesses, Opportunities and Threats Evaluation of Current State of DARP • Phase 4 – Case Studies • Phase 5 – Interim Summary of Key Findings and Gap Analysis • Phase 6 – Future State Validation Sessions PLN 03-25 February 3, 2025 Subject: Streamlining the Development Application Review Process Page 3 The following sections of the report will provide a discussion and summarize the key components of the above phases. 2.1 Project Initialization and Data Collection The City established a Steering Committee, consisting of 28 representatives from various City departments and divisions, involved in the development application review. These included: • City Development (Planning & Design, Building Services, and Sustainability) • Community Services • Corporate Services (Clerks, Legal Services, and Information Technology) • Economic Development & Strategic Projects • Engineering Services • Fire Services • Finance • Operations A Project Kick-Off Meeting was held on February 7, 2024, to introduce the Consultant to the Steering Committee, present the DARP model, confirm project methodology and key milestones, and discuss expected deliverables. The Consultant reviewed existing City documentation, including organization charts and an inventory of current staff levels involved in DARP. They worked closely with staff to evaluate the City’s current development application process maps and related data. The Consultant analyzed application data from 2019 to 2023 to identify trends in application volume, staff overtime across departments, and application processing timeframes. The Consultant also assessed the City’s existing technologies (including AMANDA, Bluebeam SharePoint and PRISM [My City online portal]) that support the DARP review and workflow, to evaluate their capabilities in supporting future DARP needs, particularly for data tracking and performance measurement. Additionally, a Best Practices review was conducted, examining the DARP of other municipalities including Ajax, Toronto, Vaughan, Brantford, and Clarington. This review identified best practices in areas such as resource allocation, organizational design, process streamlining, technology modernization and cost recovery. 2.2 Current State DARP and Engagement Sessions In addition to consulting the Steering Committee, engagement sessions were also conducted with the following key stakeholders: • Mayor and Members of Council • Chief Administrative Officer (CAO) • Senior Management Team • External Agencies (e.g., Toronto and Region Conservation Authority, and the Region of Durham) PLN 03-25 February 3, 2025 Subject: Streamlining the Development Application Review Process Page 4 • Development Industry (high-density residential developers, low-density residential developers, and institutional, commercial and industrial developers) In total, over 74 key stakeholders participated in 19 working sessions. Key highlights from these consultations are included in Appendix D of the Consultant’s Final Report (see Final Report, Attachment 2). The Final Report identified the City’s strong commitment to maintaining robust internal and external relationships as the central theme emerging from the consultations. This includes a focus on delivering a high-performing DARP model. The Consultant’s data review and engagement sessions identified several observations regarding organizational design and staffing: • the development community praised DARP staff for their collaborative approach to advancing applications • stakeholders described staff as communicative, friendly, cooperative, and solution-focused • some overlap in departmental responsibilities • inconsistent levels of technological training across departments • high workloads for staff involved in DARP, contributing to processing delays • delays further exacerbated by staffing shortages during periods of increased application volume • challenges in attracting and retaining new staff, and • insufficient staffing capacity to process development applications associated with anticipated growth in the near future While the engagement sessions highlighted areas for improvement within the DARP process, they also commended staff for their excellent customer service and availability. The Consultant also conducted a Strengths, Weakness, Opportunities and Threats (SWOT) analysis with the Steering Committee to assess the DARP’s current state. The analysis provided insights into the benefits of the current state model, performance challenges, and opportunities for improvement in the future. 2.3 Analysis and Interim Reporting Based on the analysis and findings, the Consultant developed key themes to guide recommendations for improving the efficiency and effectiveness of the development application review. These themes included: • Collaboration for Increased Efficiencies • Measuring Performance and Setting Target • Modernizing Technology to Support DARP • Process Improvement • Resourcing Capacity PLN 03-25 February 3, 2025 Subject: Streamlining the Development Application Review Process Page 5 On July 5, 2024, the Consultant presented these themes and preliminary findings to the Steering Committee to validate their analysis, confirm the general direction, and formulate recommendations. 2.4 Future State DARP Model Between September and October 2024, the Consultant delivered a draft set of recommendations to the Steering Committee and Senior Management, seeking feedback and input. These recommendations resulted in the City of Pickering Streamlining the Development Applications Review Process Final Report, dated December 20, 2024. The Final Report included 50 recommendations categorized into: • Strategic Recommendations: Large-scale initiative requiring a significant amount of effort, resources, or support. • Tactical Recommendations: Smaller-scale improvements that require minimal resources and can be implemented quickly. The recommendations were aligned with the key themes from Section 2.3 of this report and included an implementation timeline. The Consultant also proposed draft Key Performance Indicators (KPIs) to monitor and evaluate the success of the implemented actions. Currently, there is no formal performance management framework or associated KPIs in place for the City to measure the effectiveness of the existing DARP. The KPIs would apply to Official Plan Amendments, Zoning By-law Amendments, Site Plan Control, and Draft Plan of Subdivision, as well as post-draft Plan components of the DARP. The KPIs are intended to integrate with the City’s data workflow tools, ensuring automated data collection and reporting to avoid time-intensive manual processes. 3. Implementation of the DARP Recommendations Staff reviewed the Consultant’s 50 recommendations and condensed them into a work plan of 22 key tasks categorized under Process Improvements, Communication, and Resourcing and Strategic Initiatives. These tasks, their benefits, and proposed timelines are detailed in the Implementation Work Plan set out in Appendix I of this report. 3.1 Process Improvement Key implementation tasks include: • developing Standard Operating Procedures (SOPs) for Planning Act applications and the release of letters of credit for Site Plans and Draft Plans of Subdivision • implementing regularly scheduled Pre-Consultation Meetings and updating the SOP for these meetings • standardizing circulation memos generated through the AMANDA system PLN 03-25 February 3, 2025 Subject: Streamlining the Development Application Review Process Page 6 • reviewing the City’s existing workflow steps in the AMANDA system to ensure they align with current processes and critical dates • establishing KPIs to track application review timelines and providing annual monitoring reports to Council • working with IT to develop: • an application submission portal with fillable application forms • an online payment calculator and tracker for all Planning Act applications • that Delegation By-law 6763/07 be amended to enable the Director, City Development & CBO to approve minor rezoning applications and lifting of holding provisions 3.2 Communication Key implementation tasks include: • circulating a bi-monthly (once every two months) memo to Council summarizing newly submitted development applications • establishing a bi-monthly meeting between City Development and Engineering Services to coordinate the review and comment on development applications • establishing regular meetings between City Development and Economic Development to discuss key priority projects and new and/or potential development initiatives • updating Open House and Statutory Public Meeting notices with plain language • updating the City’s website to provide clear information about the City’s DARP, and public participation opportunities • finalizing a Site Plan Approval Manual, outlining the City’s technical standards • preparing Terms of Reference for required studies, detailing technical standards • updating application forms and creating a Development Application Review Guideline • developing a program and associated SOP to identify Strategic Priority Projects and associated criteria that can qualify for expedited development review 3.3 Resourcing and Strategic Initiatives Key recommendations and implementation tasks include: • reviewing fees for Building, Engineering, Planning and Legal services to ensure full cost recovery • assessing staffing levels in City Development, and Engineering Services to accommodate increased development activity in the coming years • hiring an Associate Solicitor focused on development and planning matters • hiring an Administrative Assistant in City Development to support staff • conducting a detailed review of the AMANDA system to determine whether it remains the best workflow tool or if further optimization is needed • exploring the feasibility of geographic-based review teams, that include planners and engineers for areas like Seaton and other strategic priority projects PLN 03-25 February 3, 2025 Subject: Streamlining the Development Application Review Process Page 7 • exploring the feasibility of implementing a series of successive adjustments in organization design to secure a fully end-to-end DARP model across Planning, Development Engineering, Building, and Sustainability Should Council endorse the Implementation Work Plan, provided as Appendix I, an Implementation Team, led by the Division Head, Development Review & Urban Design, will be formed to monitor progress, prepare a multi-year work plan, and report to the Director, City Development & CBO, and the CAO. 4. Conclusion Implementing these recommendations will improve the City’s DARP, making it more consistent, effective, and efficient for the development industry, while supporting the City’s broader city-building objectives. The Consultant noted that the effort required to execute the implementation plan will yield significant long-term benefits, including: • increased efficiency in the DARP • faster development approvals • enhanced collaboration between City departments and external agencies • greater transparency, accountability, and trust with the development industry and the public • a streamlined and modernized DARP Appendix Appendix I Implementation Work Plan Attachments 1. Resolution #356/23 2. Streamlining the Development Applications Review Process – Final Report PLN 03-25 February 3, 2025 Subject: Streamlining the Development Application Review Process Page 8 Prepared By: Amanda Dunn, MCIP, RPP Principal Planner, Development Review Nilesh Surti, MCIP, RPP Division Head, Development Review & Urban Design Approved/Endorsed By: Catherine Rose, MCIP, RPP Chief Planner Kyle Bentley, P. Eng. Director, City Development & CBO AD:NS:ld Recommended for the consideration of Pickering City Council Marisa Carpino, M.A. Chief Administrative Officer Original Signed By Original Signed By Original Signed By Original Signed By Original Signed By Appendix I to Report No. PLN 03-25 Implementation Work Plan Page 1 of 9 Implementation Work Plan: Process Improvement Key Tasks Expected Benefit Proposed Timeline Create Standard Operating Procedures (SOP) for Official Plan Amendments, Zoning By-law Amendments, Draft Plans of Subdivision and Condominium, and Site Plans, as well as for releasing letters of credit for Site Plans and Draft Plans of Subdivision. •Ensures all staff follow the same steps, reducing the risk of errors or omissions. •Streamlines processes by outlining clear, step-by-step instructions. •Reduces time spent training new staff by providing a comprehensive reference. •Clarifies roles and responsibilities for each stage of the process. •Fosters better communication with stakeholders (e.g., applicants, council, and the public) by clearly outlining procedures and timelines. •Ensures adherence to municipal, provincial, and federal regulations. •Enables monitoring of timelines, bottlenecks, and outcomes for continuous improvement. •Helps in setting benchmarks and measuring success. •Will assist in staff onboarding and training 2025 – 2026 Q2 – Q1 Create standardized circulation memos for internal departments, external agencies, and Council and have them generated from AMANDA. •Ensures all relevant stakeholders (departments, agencies and Council) receive consistent and complete information about submitted applications. •Ensures all memos have a uniform structure and format reducing administrative time to finalize these memos. •Staff can quickly generate and distribute these memos by pulling data directly from AMANDA, streamlining the circulation process. 2025 Q2 – Q3 Review existing AMANDA workflows for all Official Plan Amendments, Zoning By-law Amendments, Draft Plans of Subdivision and Condominium, and Site Plans ensuring they mirror the existing •Ensures AMANDA workflows accurately reflect the real-world review process, eliminating gaps and redundancies, and aligning system processes with departmental standards and 2025 – 2026 Q3 – Q2 Page 2 of 9 Key Tasks Expected Benefit Proposed Timeline review process, and configure AMANDA to provide automatic notifications of upcoming commenting deadlines. regulatory requirements, prompting a uniform approach. •Alerts city staff of upcoming deadlines, allowing them to prioritize their workload and reduce delays. Develop a set of key performance indicators (KPIs) to measure application review timelines, and provide a yearly monitoring report to Council. •Allow staff to analyze trends and identify bottlenecks in review timelines that can help allocate resources more efficiently and prioritize process improvements. •Allows for data-driven decisions that can enhance service deliveries. •Monitoring KPIs over time provides evidence to assess whether current policies and strategies are achieving desired outcomes. This can help inform the need for changes, such as updates to review procedures, staffing levels or technology improvements. 2025 – 2026 Q4 – Q2 Work with IT to develop an application submission portal with fillable application forms. •Ensures a streamlined application intake process, providing a simpler user interface for applicants when submitting materials and reducing the time staff spend creating file- share links and following up on submissions. 2025 – 2026 Q4 – Q2 Work with Finance and IT to implement an online payment calculation and submission tracker for all Planning Act applications. •Improves the overall efficiency of the fee calculation process, reduces calculation errors, provides clarity for applicants, and allows staff to focus on high-value tasks instead of confirming application fees. 2026 Q1 – Q2 Implement a regularly scheduled Pre- Consultation Meeting date (bi-weekly) and update the current Standard Operating Procedure (SOP) for Pre- Consultation Meetings. •Pre-scheduled pre-consultation meetings provide a predictable timeline for staff and external agencies to prioritize the review of pre-consultation requests and attend these meetings. •Predictable dates will help applicants, plan their submissions 2025 Q2 – Q3 Page 3 of 9 Key Tasks Expected Benefit Proposed Timeline effectively and know when their meetings will be held. •Creating an SOP will ensure a standardized approach, reducing delays and enhancing communication between applicants and staff. Bring forward an updated delegation by-law to delegate the approval of minor rezoning applications, the lifting of holding provisions and temporary use by-laws to the Director, City Development & CBO. •Delegating these approvals, will streamline the review and approval process, reducing the time required for the Planning & Development Committee and Council involvement in routine or minor matters. •This improves service delivery timelines, benefits applicants by expediting approvals, and optimizes staff and Council resources for strategic priorities and more significant complex applications. 2025 – 2026 Q4 – Q1 Page 4 of 9 Implementation Work Plan: Communication Key Tasks Expected Benefit Proposed Timeline Circulate a bi-monthly (every two months) memo to all members of Council summarizing the recent development applications received by the City Development. •Ensures members of Council are informed of ongoing and new development applications. •Fosters open communication and transparency between City Development staff and Council. 2025 Q2 – Q3 Establish a bi-monthly (every two months) meeting between City Development & Engineering Services to coordinate the review and comment on development applications. •Regular meetings will foster collaboration and ensure consistent communication between City Development and Engineering Services, helping to identify and resolve issues early in the review process and prioritize workloads. •This reduces delays, ensures alignment on technical matters, and provides applicants with more timely, comprehensive feedback, and consistent comments, ultimately improving the efficiency and quality of development reviews. 2025 – 2026 Q3 – Q1 Establish regular meetings between City Development & Economic Development to discuss key development projects and new or proposed development initiatives. •Regular meetings will foster collaboration and cross- disciplinary collaboration and ensure consistent information is being provided to internal and external stakeholders. 2025 – 2026 Q3 – Q1 Review Open House and Statutory Public Meeting Notices to ensure they are written in plain language. •Plain language notices make it easier for residents and community members to understand the purpose, implications and process of development proposals or policy changes. •Clear communication fosters greater participation ensuring feedback is more informed. 2025 Q2 – Q3 Update the City’s website to provide information regarding the City Planning review and approval process, and how the public can be involved in the process. •An updated website will help residents and community members understand the planning approval process, timelines, and opportunities for participation. 2025 Q2 – Q4 Page 5 of 9 Key Tasks Expected Benefit Proposed Timeline •This builds trust by demystifying the process, encourages meaningful public input, and reduces confusion, ultimately leading to more effective communication engagement. Finalize a Site Plan Approval Manual outlining the City’s technical standards to help assist the applicant in preparing a complete site plan submission; and Prepare detailed Terms of References for required Studies and Materials, outlining the City’s technical standards for preparing site plan, as well as other applicable development applications. •Providing clear technical standards and expectations reduces uncertainty for applicants, minimizes incomplete or non- compliant submissions, and reduces delays ensuring submissions meet the City’s technical requirements. 2025 Q2 – Q4 Update the City’s Application Forms •An update to the City’s development application forms would ensure that key development information is identified and consistent with required material when inputting data (i.e. AMANDA workflow tool). 2025 Q2 – Q4 Create a Development Application Review Guideline •A Development Application Review Guideline for all Development Application types would outline the application process and general timelines, general submission requirements and submission procedures as well as public notice sign requirements. •Although staff strongly encourage Pre-Consultation Meetings, it is no longer a mandatory requirement as per Bill 185. Having a Development Application Review Guideline would provide additional guidance on the development process and requirements that staff may not be able to provide through a formal Pre-Consultation meeting. 2025 – 2026 Q4 – Q2 Page 6 of 9 Key Tasks Expected Benefit Proposed Timeline Work with Economic Development to develop a program to identify the types of Strategic Priority Projects that can qualify for an expedited review. •By prioritizing development projects that align with the City’s strategic goals – such as job creation and economic growth – the expedited review process ensures that critical development proposals move forward quickly and efficiently. •This fosters a business-friendly environment, attracts investment, and supports the timely delivery of projects that provide significant social or economic benefits to the City. It also provides transparency and consistency in providing direction to Staff (internal and external) along with the Applicant to determine whether an application should be prioritized differently from others. 2025 – 2026 Q3 – Q2 Page 7 of 9 Implementation Work Plan: Resourcing and Strategic Initiatives Key Tasks Expected Benefit Proposed Timeline Review staffing levels in City Development, and Engineering Services to ensure there are sufficient staff complements to accommodate the expected increase in development review activity. Prioritize the hiring of an Associate Solicitor in Legal Services focusing on development and planning matters. Consider hiring an Administrative Assistant to support City Development staff. •Ensuring adequate staffing levels in City Development (inclusive of appropriate administrative staff), Engineering Services and Legal Services enables the City to improve service standards, and reduce delays in the review of development applications. It allows effective workload management, ensuring timely approvals and outcomes for applicants and stakeholders. 2026 Q3 – Q4 Complete a review of the Building, Engineering, Planning and Legal fees to ensure the City is recovering the full cost of the review of development applications. •Reviewing and adjusting fees ensures that the City recovers the full costs associated with the processing and review of development applications, preventing underfunding of services. •This ensures that development- related activities are adequately funded, allowing the City to continue delivering high-quality services without negatively impacting other municipal priorities. 2025 – 2026 Q2 – Q1 Conduct a detailed review of the AMANDA system / process and data workflow management tool to identify opportunities for further optimization. This includes automating key aspects of the planning application process (document submission, tracking, and routing for review), enabling applicants and stakeholders to track application status in real-time, and developing robust reporting tools to analyze trends, identify bottlenecks and generate performance metrics. •By automating key aspects of the planning review process, the City can reduce manual tasks, streamline workflows, and ensure faster processing times. This leads to improved efficiency, reduced delays, and a more consistent user experience for applicants and stakeholders •Enabling applicants and stakeholders to track application statuses in real-time, enhances transparency and reduces the need for follow-up inquiries. 2025 – 2026 Q3 – Q2 Page 8 of 9 Key Tasks Expected Benefit Proposed Timeline •This will ensure that key milestones in the planning review process can be monitored, and provide reports as required to evaluate that targets/key performance indicators are being met. •Timely and accurate data entry is critical for the evaluation of KPIs, and there must be shared accountability from the full corporation involved in the DARP process to ensure a results-driven culture. Review the feasibility of geographic- based review teams that include planners and engineers for Seaton and Strategic Priority Projects. •Geographic-based review teams combine the expertise of planners and engineers familiar with specific areas and project types, enabling more efficient and context-specific decision-making. •Integrated teams ensure all aspects of a project are reviewed holistically, reducing delays and improving outcomes. •Dedicated teams focused on specific geographic areas or projects streamline workflows, leading to quicker turnaround times. •Aligning planners and engineers to geographic areas or specific projects ensures efficient resource allocation, enhances teamwork, and leverages area-specific knowledge, leading to faster decision-making and better outcomes. 2027 Q1 – Q4 Review the feasibility of implementing a series of successive adjustments in organization design to secure a fully end-to-end DARP organization design (Planning, Development Engineering, Building and Sustainability). •It has been identified that municipalities that combine Planning, Building and Engineering Staff into one Development Department have significantly reduced approval times. •A combined department can provide an internal ‘one window’ 2027 Q1 – Q4 Page 9 of 9 Key Tasks Expected Benefit Proposed Timeline perspective on development approvals with the key departments working under the same direction and understanding priorities and timelines. •The coordinated and focused attention on applications will reduce the amount of municipal resources and time needed to approve applications. Legislative Services Division Clerk’s Office Directive Memorandum December 15, 2023 To: Kyle Bentley Director, City Development & CBO From: Susan Cassel City Clerk Subject: Direction as per Minutes of the Meeting of City Council held on December 11, 2023 Director, City Development & CBO, Report PLN 38-23 Streamlining the Development Application Review Process -RFP 2023-4 Council Decision Resolution #356/23 Please take any action deemed necessary. Susan Cassel Copy: Director, Finance & Treasurer Chief Administrative Officer 1.That proposal for Request for Proposal No. RFP 2023-4 submitted by Dillon Consulting Limited, for the Streamlining the Development Application Review Process, in the amount of $214,669.00 (excluding HST), be accepted; 2.That the net project cost of $218,447.00 (net of HST rebate), be approved; 3.That Council authorize the Director, Finance & Treasurer to finance the net project cost of $218,447.00 for these consulting services in the amount from theApproved 2023 Current Budget from Property Taxes; and, 4.That the appropriate officials of the City of Pickering be authorized to take such actions as are necessary to give effect to this Report. Attachment 1 to Report 03-25 City of Pickering Streamlining the Development Applications Review Process Final Report December 20, 2024 Attachment 2 to Report PLN 03-25 City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 i Table of Contents 1.0 Introduction 1 2.0 DARP Review Methodology 2 2.1 Project Kick-off and Data Collection 2 2.2 Current State DARP – Engagement Consultation Sessions 2 2.3 Strengths, Weaknesses, Opportunities and Threats Evaluation of Current State DARP 3 2.4 Case Studies 3 2.5 Interim Summary of Key Findings and Gap Analysis 4 2.6 Future State Validation Sessions 4 3.0 Exploring Pickering’s Existing DARP Model 5 3.1 Development Application Volume Trends 6 3.2 Organizational Design and Staffing Resources 9 3.3 Engagement Session Findings 10 3.4 Staffing Effort 11 3.5 Progression of the DARP Regulatory Framework 11 3.5.1 Bill 13: Facilitating Greater Delegated Authority to Municipal Staff 12 3.5.2 Bill 23: Development Charges, Role of the Upper Tier Municipalities and Housing 12 3.5.3 Bill 109: Streamline Timeframes and Refunds 12 3.5.4 Bill 185: Elimination of Fee Refund Framework 13 3.6 DARP Process Execution 13 3.6.1 Pre-consultation to Deemed Complete 14 3.6.2 Technical Review Cycles to Approval 15 3.6.3 Post Draft Plan Approval Workload – A Major DARP Risk Factor 16 3.7 Technology and Workflow Tools 17 3.8 Version Control and Document Storage 18 3.9 DARP Cost Recovery Model 18 3.10 Measuring DARP Performance and Setting Targets 19 4.0 SWOT Findings, Gap Analysis, and Foundation for Success 21 4.1 Strengths, Weaknesses, Opportunities and Threats Findings 21 City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 ii 4.2 Gap Analysis 23 4.3 Strong DARP Team with a Desire to Improve: An Excellent Foundation for Success 24 5.0 Recommended Future State Pickering DARP Model 25 5.1 Collaboration for Increased Efficiency 26 5.2 Measuring Performance and Setting Targets 28 5.3 Modernizing Technology 28 5.4 Process Improvement 31 5.5 Resource Capacity 35 6.0 Roadmap to Recommended Implementation 37 6.1 Implementation Roadmap 37 6.1.1 Ongoing Monitoring and Evaluation 38 6.2 Further Advice on Tools and Tactics to Implement High-Performing DARP 38 6.2.1 LEAN Thinking 38 6.2.2 Pickering DARP Requiring KPI Driven Performance Targets: Throughputs and Controllable Timeframes 39 6.2.3 Embracing a Modernized DARP Workflow Tool 44 6.2.4 Pickering’s Housing Pledge Tracker 47 7.0 Conclusion 49 Figures Figure 1: Applications Received by Type (2019 to 2023) ......................................................................... 6 Figure 2: Application Volume by Application Type (2019 to 2023) .......................................................... 7 Figure 3: Pickering's Annual Housing Forecast ........................................................................................ 8 Figure 4: City of Pickering Organization Design .................................................................................... 10 Figure 5: Staff Overtime 2022 to 2023 ................................................................................................. 11 Figure 6: Target Timeframes Compared to Actual Timeframes ............................................................. 14 Figure 7: Fees and Deposits Derived from Full-Cost Hours Mirroring Tracked Effort Across Files .......... 19 Figure 8: SWOT Analysis ....................................................................................................................... 22 Figure 9: Characterization of Key Gaps in Pickering’s DARP .................................................................. 23 Figure 10: The Future State is the Envisioned People, Process, and Technology ................................... 25 City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 iii Figure 11: Future State Recommendation Themes ............................................................................... 26 Figure 12: LEAN Principles .................................................................................................................... 39 Figure 13: Core DARP Service Channels for KPIs ................................................................................... 39 Figure 14: Countdown Clock Functionality ........................................................................................... 40 Figure 15: Core DARP Processing Outputs ............................................................................................ 41 Figure 16: Potential Post-Draft Plan Related KPIs to Consider .............................................................. 43 Figure 17: Sandbox World Functionality ............................................................................................... 43 Tables Table 1: Case Study Overview ................................................................................................................ 3 Table 2: Collaboration for Increased Efficiencies Recommendations .................................................... 26 Table 3: Measuring Performance and Setting Targets Recommendations ............................................ 28 Table 4: Modernizing Technology Recommendations .......................................................................... 29 Table 5: Process Improvement Recommendations ............................................................................... 31 Table 6: Resource Capacity Recommendations .................................................................................... 36 Table 7: KPI Design Concepts ............................................................................................................... 41 Table 8: Potential KPIs for Consideration ............................................................................................. 42 Table 9: Functionality Checklist for a High-Performing DARP Workflow Tool ........................................ 45 Table 10: Durham Housing Pledge Tracker ........................................................................................... 47 Appendices Appendix A: Case Studies Appendix B: Process Map Recommendations Appendix C: Implementation Timeline Appendix D: Engagement Feedback Summary 1.0 Introduction City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 0 1.0 Introduction City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 1 1.0 Introduction Dillon Consulting Limited (“Dillon”) and Performance Concepts Consulting Incorporated (“Performance Concepts”) have been retained by the Corporation of the City of Pickering (“Pickering” or “the City”) to assess the Development Applications Review Process (“DARP”) and provide recommendations to improve and modernize the currently existing DARP model. In response to an active development community and provincial-wide changes to the DARP regulatory process, Pickering must identify and implement efficiencies in the development approvals model moving forward. The Dillon/Performance Concepts team have conducted an objective and evidence-informed review of Pickering’s DARP model to identify efficiencies, constraints, and areas for optimization throughout a range of technical areas, which include but are not limited to process execution, modernizing technology, performance measurement, collaboration, and resource capacity. The findings and recommendations put forward in this report encompass the findings from a review of background data and numerous engagement sessions held with members involved in Pickering’s development approvals process. A review of best practice case studies of similar fast-growing Ontario municipalities also informed the findings of this report. The findings and recommendations are intended to meet Pickering’s objectives in making informed investment decisions regarding the adoption and implementation of options for an improved Pickering-specific DARP model. The Dillon/Performance Concepts team is appreciative of the professional engagement and insights offered by Council, Pickering staff, and external stakeholders throughout this DARP review. These contributions have shaped our third-party analysis and informed our portfolio of recommendations. This report documents the DARP review and presents the resulting recommendations alongside an implementation program. 2.0 DARP Review Methodology City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 2 2.0 DARP Review Methodology 2.1 Project Kick-off and Data Collection The project kick-off meeting was held on February 7, 2024, and served to introduce the Pickering DARP team to the Dillon/Performance Concepts team, introduce the interconnected DARP model, confirm project methodology and key milestones, discuss expected deliverables and identify specific challenges that are unique to Pickering. The Dillon/Performance Concepts team worked closely with Pickering to identify an inventory of available DARP data sets, background material, organization charts, process maps and other appropriate information sources related to Pickering’s DARP model. The project initialization phase provided the Dillon/Performance Concepts team with valuable background data to inform the current state DARP model. The background review findings also informed the subsequent execution of the engagement sessions and the development of a suite of future state recommendations. 2.2 Current State DARP – Engagement Consultation Sessions Following the project initialization and a review of the data collected in the initial project phase, the Dillon/Performance Concepts team facilitated 19 engagement sessions over 20+ hours with a range of City business units, members of Regional and City Council, staff of Durham Region and Toronto and 2.0 DARP Review Methodology City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 3 Region Conservation Authority, and members of the local development community. These engagement sessions generated a fundamental understanding of Pickering’s current state DARP model and identified preliminary opportunities for DARP improvement. The insights gained through the engagement sessions were subsequently investigated by the Dillon/Performance Concepts team and have contributed to the future state findings and recommendations. 2.3 Strengths, Weaknesses, Opportunities and Threats Evaluation of Current State DARP Using insights gained through the data collection and engagement sessions, an interactive Strengths, Weaknesses, Opportunities and Threats (“SWOT”) working session using Google Jamboard was executed with the Pickering DARP staff and management team on May 13, 2024. The SWOT session both confirmed and expanded the Dillon/Performance Concepts team’s understanding of the currently existing DARP model, opportunities for improvement and desire to implement strategic changes in the transition to a future state DARP model. The results of the SWOT analysis were used to inform and contribute to the development of the future state findings and recommendations. A summary of the SWOT session can be found in Section 4.0 of this report. 2.4 Case Studies The Dillon/Performance Concepts team conducted a review of industry best practices to understand the DARP model of other fast-growing Ontario municipalities. This case study review was conducted in conjunction with the background review of Pickering’s DARP data and current state engagement. The case studies have helped shape the recommendations prepared by the Dillon/Performance Concepts team in support of DARP improvements by understanding what other municipalities are doing well to support a high-functioning DARP model. Table 1: Case Study Overview identifies the case studies which were conducted based on a best practice review of Ontario municipalities. A full summary of the case study findings can be found in Appendix A of this report. Table 1: Case Study Overview Theme Municipality Overview Resourcing Levels Town of Ajax Assess responsibilities and appropriately assign staff to the right aspects of a file Organization Design City of Toronto Redesign from classic organization design model to cohesive development application review teams Streamlining Process City of Brantford Enhanced front-ending of process to facilitate a fast-tracked post- intake process Streamlining for Higher Density City of Vaughan Specialized resources (people, practices, tools) for consistent, speedy reviews Technology Modernization Town of Clarington Resources committed to IT improvements to push through rapid transformation and investment Cost Recovery Multiple Full-cost DARP revenue streams to resource an effective system 2.0 DARP Review Methodology City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 4 2.5 Interim Summary of Key Findings and Gap Analysis The Dillon/Performance Concepts team consolidated the insights gained from the data review, stakeholder engagement, best practices review and SWOT analysis phases, identified six thematic areas of concern, and created five thematic opportunity areas for improvement1. These themes account for all the information reviewed relating to the current DARP model in Pickering and directions to achieve DARP improvement. These five thematic categories are: Collaboration for Increased Efficiencies, Measuring Performance and Setting Targets, Modernizing Technology, Process Improvement, and Building DARP Resource Capacity. The Dillon/Performance Concepts team presented an overview of the work completed to date, a summary of emerging themes and preliminary findings and the thematic areas to the Pickering DARP team on July 5, 2024. The purpose of this presentation was to validate the preliminary findings, confirm the general direction of the themes, and transition toward the future state phase of the DARP review. The valuable feedback provided by Pickering staff throughout the Interim Reporting Presentation was noted and integrated into the future state project phase. 2.6 Future State Validation Sessions Following the Interim Reporting Presentation, the Dillon/Performance Concepts team provided Pickering staff with the full suite of preliminary recommendations for review and comment through Future State Validation Sessions. These sessions served as an opportunity to receive feedback on the initial recommendations, understand areas where staff believed additional focus may be beneficial, and incorporate feedback into the final recommendations. Following comments from Pickering staff, the Dillon/Performance Concepts team revised the draft recommendations to finalize the future state recommendations for Pickering’s DARP model, as included in this report. 1 Although six thematic issues were identified, one of them is due to external forces that Pickering itself cannot resolve, which therefore results in five thematic areas for improvement; see Section 4.0 and Section 5.0 of this report for further information. 3.0 Exploring Pickering’s Existing DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 5 3.0 Exploring Pickering’s Existing DARP Model Pickering is expected to experience a growth in population and employment within the current planning horizon, with an anticipated growth of 50,000 people by 2041 and a growth in industrial, professional services, and retail employment growth.2 The majority of the anticipated growth will occur in the South Pickering and Seaton areas, where extensive development is expected, planned and under construction. The build-out of these communities will result in extensive DARP efforts in the near future. The following section of the report characterizes the existing situation of DARP in Pickering. 2 City of Pickering (2024). Community Profile. Retrieved from: https://www.pickering.ca/en/business/resources/Pickering- Community-Profile-acc.pdf 3.0 Exploring Pickering’s Existing DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 6 3.1 Development Application Volume Trends Between 2019 and 2023, the City of Pickering received a total of 141 major planning applications.3 The majority of development applications received by Pickering are Site Plan Approval applications (45% of all applications), with Zoning By-law Amendment applications following (23% of all applications), as indicated in Figure 1: Applications Received by Type (2019 to 2023) below. Figure 1: Applications Received by Type (2019 to 2023) Population within the City has grown by over 11,000 people and 5,200 households since 2006. Most of the housing stock in Pickering is single and semi-detached dwellings, although a variety of housing types have been constructed throughout this time. Figure 2: Application Volume by Application Type (2019 to 2023) below represents an annual breakdown of major application types received by the City between the same 2019 to 2023 period. Despite a decline in overall applications received in 2020 and 2021, which is likely a result of decreased development approval activity over the course of the COVID-19 pandemic, there has been a slight year- over-year increase in the amount of overall development applications. The historical volume of applications received by the City, as well as current trends within 2024, are indicative of an active and growing development industry within Pickering. 3 Excluding Minor Variance and Consent applications. 3.0 Exploring Pickering’s Existing DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 7 Figure 2: Application Volume by Application Type (2019 to 2023) In addition to historical development application trends, it is important to understand growth forecasts for both residential and non-residential uses in Pickering. The 2022 Development Charges Background Study – City of Pickering prepared by Watson & Associates Economists Ltd. on behalf of the City indicates a constant growth of housing unit supply and population growth between 2022 and 2039.4 Specifically over this planning horizon, the City of Pickering is expected to grow by over 80,000 people and 28,000 households. This rate of growth is significantly greater than that of the 2006 to 2021 planning horizon, indicating a considerable growth of people and jobs in the City. The anticipated housing stock is projected to span across all housing types, ranging from low to high- density housing types, with over 60% of all future growth occurring in the Seaton area of Pickering (Figure 3: Pickering's Annual Housing Forecast). Whereas the majority of previous residential developments within the City focused on the construction of lower-density housing types, the anticipated growth forecast indicates a significant mix of housing types. The Seaton area is also anticipated to accommodate over 70% of all non-residential growth in the City over the 2022 to 2039 planning horizon. 4 Watson & Associates Economists Ltd. (July 13, 2022). 2022 Development Charges Background Study – City of Pickering. Retrieved from https://www.pickering.ca/en/city-hall/resources/2022DevelopmentChargesBackgroundStudy.pdf 3.0 Exploring Pickering’s Existing DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 8 Figure 3: Pickering's Annual Housing Forecast 3.0 Exploring Pickering’s Existing DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 9 The overall growth of housing supply, non-residential development, and the focus on a mix of housing density greatly reflects an evolving planning landscape defined by growth. Based on this data, it is clear that Pickering is a fast-growing municipality and will be processing a significant amount of development applications to facilitate the anticipated growth. The need for a review of Pickering’s DARP model is ultimately fueled by the anticipated increase in workflow for City departments involved in application processing and is warranted to support the continuation of a high-functioning DARP model in Pickering. 3.2 Organizational Design and Staffing Resources The City of Pickering contains a total of nine departments, which together constitute the complete organization structure of the City: City Development, Community Services, Corporate Services, Economic Development and Strategic Projects, Engineering Services, Finance, Fire Services, Human Resources and Operations (Figure 4: City of Pickering Organization Design). Each department is involved in the DARP model and is responsible for various aspects of the development approvals process. The two departments that are most actively involved in DARP are the City Development Department and the Engineering Services Department. The City Development Department at the City of Pickering consists of the Development Review & Urban Design, Building Services and Sustainability Divisions. The Engineering Services consists of the Capital Projects and Infrastructure, Water Resources and Development Services, Landscape and Parks Development, and Transportation and Traffic Divisions. While all City divisions are involved in the review and advancement of development application files, the Development Review & Urban Design Section is generally the file manager for development applications that are received. 3.0 Exploring Pickering’s Existing DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 10 Figure 4: City of Pickering Organization Design 3.3 Engagement Session Findings Throughout the Dillon/Performance Concepts team data review and engagement sessions, the following observations have emerged: • Overlap of departmental responsibilities; • Varying degrees of technological training depending on the department; • Pickering has experienced difficulty in attracting and retaining new staff; • Current workload for staff involved in DARP is high, leading to processing challenges; • Difficulties associated with staffing shortages are further exemplified during periods of increased application volume; and • Lack of processing capacity for anticipated growth in the near future. A full summary of each engagement session can be found in Appendix D. 3.0 Exploring Pickering’s Existing DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 11 3.4 Staffing Effort The engagement sessions with City staff involved in DARP highlighted the inadequacies of current staffing levels to efficiently process development applications and the volume of which are received by the City. This feedback received by staff is also supported by data identified in the background review. Specifically, there is a considerable amount of overtime utilized by DARP staff to keep up with current application volumes. Figure 5: Staff Overtime 2022 to 2023 below indicates that all departments have utilized more overtime hours in 2023 compared to 2022 to accommodate processing demands, aside from Engineering Services which utilized a comparable amount of hours between the two years. Figure 5: Staff Overtime 2022 to 2023 As Pickering continues to experience growth and an increase in planning application volumes, it is imperative to ensure that City departments are adequately staffed to be able to efficiently process development applications in a timely manner while avoiding overburdening staff with excessive workloads. Despite the temporary issues which contribute to the current process not yet reaching optimal efficiency, Pickering has many favourable features within the current organization which support a positive basis for change. 3.5 Progression of the DARP Regulatory Framework The evolving planning regulatory framework under the Ontario Planning Act provides a range of both opportunities and problematic constraints to Pickering as it seeks to modernize and improve DARP execution. The Dillon/Performance Concepts team conducted a review of the changing regulatory framework and considered the regulatory contexts which impact the development review process 3.0 Exploring Pickering’s Existing DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 12 across Ontario throughout the Pickering DARP review. These regulatory frameworks include Bill 13, Bill 23, Bill 109 and Bill 185, which are described in greater detail below. 3.5.1 Bill 13: Facilitating Greater Delegated Authority to Municipal Staff On December 2, 2021, the Province passed the Supporting People and Businesses Act, 2021 (Bill 13), which amended the Planning Act to allow Councils to delegate the authority to pass minor Zoning By- law Amendment, Temporary Use By-law, and Holding Removal applications to a committee of Council or municipal Planning staff. Delegation of approval authority allows for greater flexibility and has generally been seen as an opportunity to reduce application processing timeframes without compromising governance accountability. The implementation of Bill 13 can reduce the number of decisions that local Council must make on non-controversial applications, alleviates Planning staff time from preparing detailed reports on routine files, and enables Councils to focus on more strategic priorities of the municipality. Many municipalities in Ontario have amended their Official Plans and Delegation By-laws to capitalize on the benefits of this delegated authority. 3.5.2 Bill 23: Development Charges, Role of the Upper Tier Municipalities and Housing The More Homes Built Faster Act (Bill 23) was passed on November 28, 2022 and is tied to the Province’s plans to achieve building 1.5 million residential units by 2031. Bill 23 follows recommendations from the Ontario Housing Affordability Task Force Report. Most of homes will be built in 29 large municipalities, with Bill 23 allowing each of these municipalities to develop a Council- approved pledge on how they will meet their assigned housing targets. Bill 23 also introduced changes to the Development Charges Act by reducing the role of Regional governments in planning approvals and reducing development charge funding for infrastructure. The changes introduced in Bill 23 will impact how municipalities like Pickering manage growth and could mean that current taxpayers will have to pay for new infrastructure to support the rapid construction of housing. 3.5.3 Bill 109: Streamline Timeframes and Refunds On April 14, 2022, the Province passed the More Homes for Everyone Act, 2022 (Bill 109) to enact the recommendations of the Ontario Housing Affordability Task Force. The Act amended the Planning Act and aimed to reducing red tape, accelerate development timeframes, and streamline approvals. The overall objective of the act is to increase housing supply in Ontario. Specific changes to the Planning Act included, but were not limited to, the following: • Requiring municipalities to provide refunds for Zoning By-law Amendment and Site Plan application fees where no decision or approval is delivered during the statutory timeframe; • Municipalities can mandate mandatory Pre-consultation for Site Plans and apply complete application “deemed complete” requirements for Site Plan applications (s. 41(3.4)); 3.0 Exploring Pickering’s Existing DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 13 • The introduction of a new Ministerial zoning tool, referred to as the Community Infrastructure and Housing Accelerator; • An established review process for Community Benefit Charge by-laws; • Amendments to parkland requirements on lands designated as Transit-Oriented Communities; • Empowering the Minister with new powers regarding certain Official Plan Amendments and new Official Plans; and • Empowering the Minister to make regulations for the use of surety bonds as a security for conditions imposed by a municipality on planning approvals. At the time Bill 109 was passed, municipalities across Ontario were nowhere near meeting the statutory timeframes for Site Plan, Official Plan Amendment and Zoning By-law Amendment applications. Ontario’s municipal sector had been at risk of being compelled to provide mandatory Planning fee refunds which would have eroded DARP revenue streams and triggered significant municipal property tax impacts. Municipalities across Ontario adopted a range of process adaptations to meet the timelines imposed by Bill 109, including an expanded Pre-consultation model. Pickering specifically adopted a two-stage development review model that consisted of a Pre-submission stage and an Application Package stage. This adaptation conducted a preliminary technical review of submission quality as part of the Pre- consultation process instead of within the stringent timelines for formal application review. 3.5.4 Bill 185: Elimination of Fee Refund Framework Bill 185, the Cutting Red Tape to Build More Homes Act received royal assent on June 6, 2024, which introduced a number of amendments to the Planning Act, including but not limited to the removal of appeal rights for Official Plan Amendment and Zoning By-law Amendment approvals, the reversal of the fee refund structure of Bill 109 (including the elimination of mandatory pre-consultation), and the elimination of certain development charges discounts. Municipalities across Ontario had already implemented changes to DARP models to accommodate the stricter decision timelines associated with Bill 109. Although the introduction of Bill 185 has removed the legislative obligation of these timelines, it is still beneficial for application processing efficiency to continue the DARP related efficiencies that were introduced as a response to Bill 109. In response to Bill 185 and the removal of refund timelines, Pickering has retracted the two-stage Pre- consultation review model and returned to a more traditional single-stage Pre-consultation model. Despite the Bill 185 model permitting applicants to bypass Pre-consultation meetings and directly submit applications without prior consultation with staff, the City strongly encourages applicants to continue requesting Pre-consultation meetings to strengthen and avoid incomplete applications. 3.6 DARP Process Execution The City of Pickering currently operates a conventional DARP delivery model despite a growing application volume that is comparable to other fast-growing Ontario municipalities. Although the City has target application turnaround timeframes across all core Planning application categories, the City is significantly exceeding target timeframes across all application types (Figure 6: Target Timeframes 3.0 Exploring Pickering’s Existing DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 14 Compared to Actual Timeframes). Timeframe tracking is completed on an ad-hoc basis and executed manually outside of any technology-driven standardized reporting. Coordination with external agencies, particularly with respect to receiving timely input from Regional government and Conservation Authorities (CAs), is a challenge experienced on all applications requiring this external involvement. The Region of Durham and the local CAs have their own workflow or technology tools and are not participating directly in Pickering’s systems, which inherently results in a duplication of effort. Most coordination of files between Pickering and external agencies is done by email or SharePoint coordination. The following subsections provide a summary of key observations compiled through the current state review phase of the project. Figure 6: Target Timeframes Compared to Actual Timeframes 3.6.1 Pre-consultation to Deemed Complete The City of Pickering has undergone recent changes to the Pre-consultation model after having previously modified the process to accommodate timeline constraints imposed by Bill 109. The current Pre-consultation model in Pickering reflects a typical Pre-consultation model. There does not currently exist a consistent approach for receiving Pre-consultation requests. Applications can be received by the Administrative Assistant, Division Head of Development Review and Urban Design, or directly to a file Planner. Once assigned to the appropriate file Planner, the application request is then processed, and the application materials are circulated to internal departments and external agencies for comments. The file Planner then conducts their review and consolidates comments prior to the applicant meeting, which takes approximately two to three weeks to complete. The file Planner typically resolves 3.0 Exploring Pickering’s Existing DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 15 conflicting comments, with an internal vetting meeting held on an as-needed basis. Preliminary comments are not issued to the applicant prior to the Pre-consultation meeting. A discussion of the development concept and process requirements occurs with the applicant at the meeting. The Pre-consultation meeting is scheduled on an ad-hoc basis without a regular meeting schedule. Files are prioritized based on the order that they are received. It has been noted by the Dillon/Performance Concepts team that this lack of regularly scheduled Pre-consultation meetings creates time constraints for reviewers to manage workflow, deliver comments in a timely and on-time manner, and can lead to scheduling constraints where reviewers may not be able to attend the applicant meeting. Following the Pre-consultation meeting, the file Planner then compiles any outstanding comments and finalizes the Pre-consultation report for review and sign-off by the Division Head, Development Review & Urban Design before issuing the package to the applicant. The package provided to the applicant consists of technical comments in a chart format and a checklist of applicable studies or reports required for a full application submission. Due to the lack of a technology-based workflow platform, comments are manually inputted into a pre-formatted template as opposed to having technical comments inputted by the reviewer directly into the technology tool (i.e., AMANDA) and having the software produce an automatic template. Following the Pre-consultation process, the applicant submits a full application package to the City by email due to the lack of an application submission portal. A shared link to the application materials is typically provided by the applicant, although the City may create a SharePoint link for larger or more complex applications. Pickering relies on the assigned Planner to process the application through intake, coordinate with Geomatics and Finance, prepare an acknowledgement letter and decide on application completeness. The Planner conducts the completeness review based on a review of the technical reports submitted compared to the Pre-consultation checklist of required studies and it is signed off by the Chief Planner. A review of submission materials for quality is not conducted as part of the completeness decision, as such depth of review may complicate departmental timing and workflow. Through the engagement held by the Dillon/Performance Concepts team, it is evident that there is a strong reliance on the assigned Planner to conduct a range of administrative duties such as processing file payments, manually circulating notification letters, manually consolidating comments, and more. The Administrative Assistant position is currently underutilized in the Pre-consultation; if effort is reallocated from the assigned Planner to the Administrative Assistant, the assigned Planner is free to focus on value-added work such as technical review and the Administrative Assistant can advance tasks which together optimizes throughout of the process. Furthermore, considerable effort is spent throughout the deeming complete process on items that can be automated with a technology solution. 3.6.2 Technical Review Cycles to Approval Following the submission of a development application (Official Plan Amendment, Zoning By-law Amendment, Site Plan Control, Plan of Subdivision, and others), the assigned Planner oversees application intake and circulation to technical reviewers and external agencies. The Planner can use 3.0 Exploring Pickering’s Existing DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 16 discretion to include or exclude certain reviewers depending on the nature of the application and applicability of certain agencies, although a wide range of technical reviewers are notified by default of the need for technical review, even if their input is not required for the application in question. The circulation of application materials to technical reviewers is done via email and SharePoint. Delayed comments typically come from external agencies, although internal commentors such as Engineering Services are frequently delayed depending on available capacity or competing workload priorities outside of DARP. Following notification to commenters, the Planner assumes administrative custody of the file and is responsible for emailing acknowledgement letters, issuing deemed complete notices, updating the City website, coordinating open house details, preparing notices of the public open house and statutory public meetings, preparing public meeting development signs, preparing information reports related to public meetings, receiving all technical review comments, vetting the various comments and consolidating comments into a single document for issuance to the applicant. There is inefficient deployment of effort by the Planner in conducting a range of administrative activities through DARP that would be best suited for the Administrative Assistant. These responsibilities take the assigned Planner away from providing a technical lens onto a file. Furthermore, the lack of consistent automated software has led to an overabundance of manual tasks that could be automatically completed. Following a technical review, a series of meetings are held between the Planner and Division Head or Senior Management to discuss the application and consolidate a direction. The Planner then prepares an information report related to the Statutory Public Meeting, a presentation for the Statutory Public Meeting, and a staff recommendation report. In some cases, and if requested by Ward Councillors, the Planner may also be responsible for organizing and hosting an Open House Meeting. The staff recommendation report is subject to extensive senior review prior to final sign-off. Approval decisions are made by the Planning & Development Committee as well as City Council. Pickering’s use of delegated authority is limited and does not realize the full range of processing efficiencies available to Ontario municipalities. 3.6.3 Post Draft Plan Approval Workload – A Major DARP Risk Factor Forecasted Planning application volumes represent an important workload burden and execution challenge for Pickering’s DARP model. Draft Plan approved Subdivisions require Pickering and Durham Region to coordinate infrastructure design approvals prior to development agreements being executed and lot registration. Only registered lots can subsequently receive building permits. Infrastructure design approvals for an approved Draft Plan of Subdivision typically proceeds in multiple phases of lots, creating various workflow processes for Development Engineering staff. These Post Draft Plan infrastructure review phases represent a high-stake undertaking for developers. Timeframes are tight since development may already have been sold “on spec” with a legally binding future closing date. Any surge of required infrastructure design approvals over a relatively compressed timeframe, initiated by developers responding to market timing signals, represents a major DARP performance risk factor for Pickering. 3.0 Exploring Pickering’s Existing DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 17 3.7 Technology and Workflow Tools The City of Pickering has not committed to a corporate-wide technology and workflow tool software. Although there are various software solutions currently being utilized such as AMANDA, PRISM, BlueBeam and SharePoint, there is an inconsistent use of a single technology tool between internal departments. Staff are trained on technology tools based on their departmental usage, which has resulted in inconsistent technology training and gaps in workflow management. To accommodate this fragmentation of technology tools, the City primarily utilizes emails to communicate and SharePoint as a document management solution. File processing timelines are not currently tracked and reported on, aside from informal tracking in AMANDA, which is a sub-optimal process moving forward. Although Pickering has partially adopted various technology tools, the current technology-based solutions are insufficient to support a high-functioning and efficient DARP model. Pickering’s DARP management and staff teams clearly understand the need for technology upgrades, corporate-wide consistency and modernization of workflow solutions. As will be discussed later in this report, it is recommended that Pickering adopt a robustly configured AMANDA solution based on the current usage, ability to act as a document and workflow management solution and availability for timeframe tracking tools. Numerous Ontario municipalities have also adopted AMANDA as their technology solutions, and the history of this can be understood as follows: • Building departments across Ontario fully committed to AMANDA between 2005 and 2010 in response to provincially imposed mandatory building permit decision timelines introduced through Bill 124 and changes to the Building Code Act. Timeline deadlines around building inspection execution were also embedded in Bill 124. A workflow tool like AMANDA was imperative to ensure legislative compliance and triage which building permit applications and inspections needed priority. Building departments adopted zero tolerance to incomplete application submissions – exempting such applications from legislated timeframes and only dealing with them outside of formally tracked timeframes. • Historically, Planning departments across Ontario did not deal with the reality of these compressed imposed legislative timeframes faced by Building departments. There was no cultural consensus in the Ontario Planning DARP world around imposed timeframe deadlines, as the focus was primarily centred on public consultation and collaborative solutions with applicants. Application quality and completeness problems were typically addressed in an ad-hoc manner throughout the review and approval process. Whereas Building departments historically adopted technology solutions and Planning departments generally did not adopt them at the same pace, the disparity between DARP methods between the two departments grew and has had lasting impacts. Ultimately, a properly configured and corporate-wide technology solution is required to improve Pickering’s current state DARP model, minimize inefficiencies regarding file management and coordination, track timeframe targets and key performance indicators and fully transition to a high- functioning DARP model. 3.0 Exploring Pickering’s Existing DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 18 3.8 Version Control and Document Storage Throughout the engagement sessions held with City staff, the Dillon/Performance Concepts team repeatedly documented a fragmented corporate approach to the storage of application information and file management. Specifically, an applicant submits their application package to City staff by email and the assigned Planner will download these documents onto a SharePoint link. For larger applications, the City will create a SharePoint link for the applicant to submit their documents. Application documents are currently being stored by a combination of SharePoint, email, hardcopy and local files due to the lack of a corporate-wide adoption of a primary workflow management tool such as AMANDA, the lack of an online application submission portal and informal naming conventions for application materials. Additionally, application documents are inconsistently circulated to technical reviewers, external agencies or the applicant, as such circulation occurs by issuing a SharePoint link or sending documents over email. This format of multiple circulation methods can lead to improper storage of application materials, lost documents and version control issues. This fragmented approach has a significant negative impact on Current State DARP performance. Inconsistent file management disrupts efficient application processing, generates uncertainty when attempting to report or analyze DARP performance, limits access to files for staff who are not assigned to a specific project and hinders information sharing with external agencies. Additionally, this sub- optimal approach may lead to the loss of data or documents in the event of a departing staff member solely storing information on local drives. Version control problems within any given file are an ongoing risk. 3.9 DARP Cost Recovery Model Pickering has undertaken multiple full-cost DARP fee reviews since 2006. These DARP fee reviews have supplied end-to-end cost recovery opportunities based on the policy objective of “growth pays for growth”. Planning, Development Engineering and Building DARP channels have all benefited from rigorous reviews of cost-recovery under statutory compliance requirements. Properly executed DARP fee reviews in Ontario follow an activity-based costing methodology. Full cost fees are composed of staff direct costs and indirect overhead costs. Processing effort estimates (billable hours) are allocated across fee categories by the staff performing the work, organized by activity according to detailed process maps for each application category. This method allows Pickering to distribute processing costs based on staff effort measured in hours. The activity-based costing methodology is illustrated in Figure 7: Fees and Deposits Derived from Full-Cost Hours Mirroring Tracked Effort Across Files below. 3.0 Exploring Pickering’s Existing DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 19 Figure 7: Fees and Deposits Derived from Full-Cost Hours Mirroring Tracked Effort Across Files As Pickering updates its DARP processes to reflect future state improvements, the DARP fee model will need revision to provide the financial resources necessary for enhancing processing performance and ensuring consistent throughput timeframes. 3.10 Measuring DARP Performance and Setting Targets Pickering’s DARP team recognizes the pressing need for Key Performance Indicators (“KPIs”) to measure DARP execution timelines across all core application categories. Timeframe driven KPIs, countdown clock targets and results-based reporting have not yet been implemented as part of Pickering’s DARP model. Pickering’s future state DARP performance measurement model needs to be based on controllable file processing days and tracked by a countdown clock that toggles between municipal control and applicant control of a file at a given point in time. This countdown clock should support everyday DARP operations and assist Pickering in creating realistic service level standards and approval timeframe targets. Tracking and reporting DARP performance using this model is essential for Pickering and is directly tied to a software configuration for workflow that can feed meaningful KPIs and provide insight into ongoing DARP improvement. It is recognized that Pickering currently utilizes a variety of software tools and has not fully committed to the rollout of AMANDA as the sole DARP technology platform. Once fully implemented, the AMANDA system could provide the ability to track progress against established targets and generate consistent automation in reporting. Fees/Deposits Derived from Full-Cost “Billable” Hours Mirroring Tracked Staff + Consultant Effort Across File Buckets Direct Indirect Staff + Consultant Application Processing Hours Complex Re-zoning files Standard Site Plan files Building –New Houses Hourly Rate Sub-division Draft Plan files or Post- Draft Plan Eng. phases Building –Commercial Buildings 3.0 Exploring Pickering’s Existing DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 20 A commitment to the AMANDA workflow tracking and KPI derived processing time targets will be necessary to secure the benefits of a high-performing DARP model in Pickering. Although there are internal discussions related to the full adoption of AMANDA as the sole DARP management tool, an AMANDA based management solution would help deliver the enhanced business insight that management needs through well designed KPIs. 4.0 SWOT Findings, Gap Analysis, and Foundation for Success City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 21 4.0 SWOT Findings, Gap Analysis, and Foundation for Success 4.1 Strengths, Weaknesses, Opportunities and Threats Findings The SWOT analysis is a useful diagnostics tool for understanding the current state performance of Pickering’s current state DARP model. Specifically, it identifies the Strengths (S), Weaknesses (W), Opportunities (O) and Threats (T) that impact the overall DARP performance, as indicated below in Figure 8: SWOT Analysis. The Dillon/Performance Concepts team facilitated a SWOT working session with the City’s DARP staff and leadership team on May 13, 2024, to evaluate the performance characteristics of Pickering’s current state DARP model. The SWOT analysis provided insights into the benefits of the current state model, performance challenges currently faced, desires and opportunities for change in the future state model and external challenges that transitioning to and maintaining control of the future state model may bring. The results of the SWOT session have directly informed the findings and recommendations of this report, as they relate to achieving a high-performing future state DARP model. 4.0 SWOT Findings, Gap Analysis, and Foundation for Success City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 22 Figure 8: SWOT Analysis The SWOT working session utilized pre-populated Google Jamboard slides to capture the positive outcomes of the current model and complexities related to the performance issues within Pickering’s current model. The pre-populated information was informed by the data collection, background material review and current state engagement sessions held prior to May 13, 2024. Pickering staff were able to comment on and provide real-time feedback directly into the collaborative Google Jamboard platform to further populate the slides with additional information. Based on facilitated dialogue with the DARP staff team, the SWOT analysis identified numerous high- level findings which translate into performance improvement opportunities in the transition to a future state DARP model. SWOT Weaknesses can be converted into Strengths, and SWOT Threats offer the chance to pivot and capitalize on new Opportunities. The SWOT discussion and input from staff were framed around the performance themes of Resourcing, Process Execution, Technology Tools and Use and Role Clarity. The key insights gained through the SWOT session are contextualized below: • Strengths: o Knowledgeable staff with collaborative working relationships with internal departments, external stakeholders and the development community. o Customer service is a priority in Pickering’s corporate culture. o Staff have generally adopted the use of technology and understand the importance of technological reliance for streamlined DARP improvements. • Weaknesses: o Planners spend considerable effort on administrative activities. o Lack of corporate-wide technology tools and inconsistent technological training. o Outdated standard operating procedures, process guides and terms of references. o Lack of formal development application status tracker (internal or external). o Overlap in departmental responsibilities. o Complicated application fee payment model. 4.0 SWOT Findings, Gap Analysis, and Foundation for Success City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 23 • Opportunities: o Current adoption of AMANDA can support a reformatting to expand the use of the software and integration with other technologies for DARP. o Willingness to develop a roster of consultants to assist with application review. o Continue to expand positive relationships with the development community. o Update process map and application review guides in conjunction with this DARP review. o Chance to further educate the public about the planning process. • Threats: o Increased application volume increases demand on already busy staff. o Staff retention and attracting new staff. o Constantly changing regulatory framework creates internal challenges. o Many applications require high priority. o Delay of technical input from external agencies or internal departments. o Lack of corporate-wide use of a single technology tool – various departments use different technology tools. 4.2 Gap Analysis The results of the preceding SWOT findings culminate in a characterization of key gaps in Pickering’s current state of DARP that need to be closed to achieve the desired future state of a more effective and more efficient DARP. This characterization is illustrated in Figure 9: Characterization of Key Gaps in Pickering’s DARP. Figure 9: Characterization of Key Gaps in Pickering’s DARP 4.0 SWOT Findings, Gap Analysis, and Foundation for Success City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 24 4.3 Strong DARP Team with a Desire to Improve: An Excellent Foundation for Success Consultation with Pickering’s DARP team and the local development industry has yielded a wide variety of feedback on the current state DARP model (see Appendix D). The most underlying theme to emerge from consultation relates to the City’s commitment to maintaining strong internal and external relationships, including the willingness to deliver a high-performing DARP delivery model. Staff involved within the DARP model demonstrate a positive attitude in implementing LEAN-style process improvements, adopting technology tools to complement existing processes, desire to learn from the benefits of DARP models utilized by comparable Ontario municipalities, and are aware of the DARP workload challenges associated with the ever-evolving planning horizon. Consultation completed as part of engagement with the local development community rank the City’s DARP staff highly in working collaboratively in finding mutually beneficial solutions to advance development applications and further describe staff as communicative, collaborative, friendly and cooperative. Although the findings of these engagement sessions with the development community also highlight areas for improvement within the DARP process, members of the development community praised the customer service and availability of Pickering DARP staff. Pickering therefore finds itself in an advantageous position to move forward successfully with DARP improvement. The SWOT is sufficiently balanced that enough strengths and opportunities exist to overcome weaknesses and threats to the organization. Coupled with the high calibre of staff observed, there is an excellent foundation for successful DARP improvement. 5.0 Recommended Future State Pickering DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 25 5.0 Recommended Future State Pickering DARP Model Following the current state review phase and validation session held with Pickering DARP management staff, a full suite of findings and recommendations for a high-performing future state Pickering DARP model has been prepared. Preliminary feedback received from City staff through the Interim Presentation process has strengthened and assisted in refining the initial recommendation framework. The future state recommendations have also been informed by the Dillon/Performance Concept’s team experience and knowledge of DARP best practices across similar Ontario municipalities. Figure 10: The Future State is the Envisioned People, Process, and Technology The suite of proposed recommendations is organized into five key themes5, as shown in Figure 11: Future State Recommendation Themes below. Recommendations are also categorized as Strategic (large-scale recommendations that typically require a significant amount of effort, resources or support) or Tactical (smaller-scale improvements that demand little resources and can be implemented quickly). The impacts of the changing regulatory framework, and Pickering’s adaptation to these changes, have been considered. 5 Although six thematic issues were identified, one of them is due to external forces that Pickering itself cannot resolve, which therefore results in five thematic areas for improvement. Process Technology People 5.0 Recommended Future State Pickering DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 26 Figure 11: Future State Recommendation Themes Collaboration for Increased Efficiency Measuring Performance and Setting Targets Modernizing Technology Process Improvement Resource Capacity 5.1 Collaboration for Increased Efficiency Role alignment is critically important in a high-functioning DARP model. Clarifying roles and responsibilities will reduce redundancies in DARP processes, improve processing consistency, reduce overall timelines, promote accountability and foster stronger collaborative working relationships between DARP business units. For example, optimizing the role of the Administrative Assistant in processing development applications will provide meaningful growth opportunities for staff in that role and will also preserve the Planner’s time to focus on technical inputs into a file as opposed to conducting administrative tasks. Acknowledging opportunities to improve clarity around roles and responsibilities can also provide a safe space for participating City staff to raise concerns about recurring inefficiencies or expending excessive amounts of staff time and capacity on low-value processes. Resolving these matters collaboratively within the DARP team will contribute to a better performing DARP model. Unlike an airing of grievances, this transparent improvement process is centred around creating a forum to engage in productive discussion about the DARP transformation in Pickering and optimizing roles. The following recommendations align closely with Future State process map recommendations in Appendix B which document where specific staff members should be responsible for executing certain processes. Table 2: Collaboration for Increased Efficiencies Recommendations No. Strategic/Tactical Current State Finding/Observation Recommendation Expected Benefit CL 1 Tactical Inconsistent notification of Council members of ongoing development applications or development trends. In addition to existing circulations to the Mayor and local Councillor offices, circulate a monthly memo to all members of Council summarizing the various development applications received over the last month, including information on the contentious or complicated applications. Ensures that Council is informed of ongoing development applications. CL 2 Tactical Lack of clarity regarding which technical reviewer is responsible for providing comments can lead to duplication of effort. Inconsistencies regarding the identification of which external agencies/internal business units to circulate Pre-consultation applications to for comment. Develop a regularly updated list for file planners to identify which internal business units and external agencies should be circulated in technical review and what type of information is required to be commented on (i.e., Urban Design – Identifies applicable OP policies and provides detailed design comments to help implement a municipality’s urban design vision). Planning staff should reference this list and use their discretion in circulating review requests for Pre-consultation and technical review (i.e., Can exclude circulating to the school board if the project relates to an industrial site). Can be tied into the application Standard Operating Procedure and can specify that missing deadlines for commenting will result in an assumed 'no comment'. Clarifies which department is responsible for providing what type of information, acts as a tool for new or junior staff to guide who is circulated on technical review requests and limits the circulation of technical review requests to only the applicable reviewers (reducing unnecessary workload for uninterested business units). 5.0 Recommended Future State Pickering DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 27 No. Strategic/Tactical Current State Finding/Observation Recommendation Expected Benefit CL 3 Tactical Regular meetings with development engineering to discuss applications and issues stopped occurring, leading to community services and operations receiving review notifications too late in the process and timelines not being met. Re-introduce mandatory meetings on a regular schedule between Engineering Services, City Development and Community Services to regularly discuss workflow, upcoming development applications, and potential issues with any specific applications. Pickering can also supplement these meetings by developing and maintaining a dashboard integrated within AMANDA to track the status of applications. Promotes collaboration and communication between departments throughout the life of an application, such as Park’s review of Post Draft Plan submissions. This ensures that both infrastructure and park reviews are coordinated and a development agreement can be efficiently produced in a timely fashion. Additionally, such regular collaboration is intended to improve information sharing on application statuses, discuss application updates, avoid inconsistent messaging in technical comments/direction and further solidify the existing collaborative Pickering DARP culture. CL 4 Tactical There have been many changes to the planning process in Ontario which has had an impact on Pickering DARP. The development community and members of the public may not be familiar with the changes and how they impact Pickering DARP. Host two Public Information Centre (PIC) format sessions in 2025 (spring and fall) to inform the public and the local development community on changes to the Ontario planning process, improvements to the Pickering DARP model, development trends and objectives, and more. Ensure that records of these meetings are published on the City's website for those who cannot attend and for those who wish to learn more about the process. Further, update the notice of public meeting to include the type of information that the City is looking for public input on and what kind of information is up to the City to review/assess (i.e., the public can comment on land use matters but cannot comment on matters related to people zoning); plain language must be used. Build on the public education initiative and increase public awareness regarding their role in the DARP system. Builds new and strengthens existing relationships between the City (various departments and Council Offices) and the development community. CL 5 Tactical The quality of application materials related to the development engineering review is not always sufficient, which leads to delays in the review cycle. Mandatory requirement for Development Engineering to be involved in the preliminary document review related to the deemed complete/incomplete decision (i.e., quality check). In addition to ad-hoc coordination, it is recommended that Planning and Development Engineering meet on a regular schedule to ensure that applications are not delayed at the intake stage. Ensures a high-quality standard of documents submitted as part of review cycles and reduces staff time in collaborating with applicants to revise materials. CL 6 Tactical Some technical reviews, typically external agencies, are unfamiliar with nuances or specific development constraints on development applications and could benefit from a summary of the application. File planner to draft a project summary to be included in technical review circulation request to inform reviews of the application type, proposed amendments, development constraints, political contexts, or other site-specific information. Provides technical reviewers with key contextual information to support the review of application materials. CL 7 Strategic Pickering DARP features a positive degree of collaboration but has not yet secured the benefits of an optimal "form follows function" DARP organization design. Organization silos exist outside of the DARP umbrella. Implement a series of successive adjustments in organization design to secure a fully end-to-end DARP organization design (Planning, Development Engineering, Building, and Sustainability). Promote continuous improvement by providing an exclusive focus on DARP execution and results; eliminate silo-based organizational drag; and promote accountability, efficiency, cross-disciplinary collaboration, and transparency. 5.0 Recommended Future State Pickering DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 28 5.2 Measuring Performance and Setting Targets DARP is best understood from a systems perspective, where service delivery inputs are organized into activities and processes that produce outputs (products). These outputs generate value-added outcomes (approvals) for applicants and new taxable assessments for the City of Pickering. The perspective of this DARP system transcends traditional vertical organizational structures, by instead fostering a homogenous integration of Pickering’s DARP team across various departments. Table 3: Measuring Performance and Setting Targets Recommendations No. Strategic/Tactical Current State Finding/Observation Recommendation Expected Benefit MP 1 Strategic Absence of formalized DARP KPIs and annual performance targets to drive internal continuous improvement and promote external accountability reporting. Create a "DARP Performs" KPI working group to identify a core portfolio of KPIs, establish transparent performance targets and design a reporting framework tied to the annual budget cycle. Coordinate with the AMANDA Optimization Project. DARP KPI selection should be informed by the KPIs Case Study submitted with Dillon Consulting Limited’s Final Report. End-to-End DARP KPIs should encompass Planning/Post-Draft Plan Development Engineering/Building Permit delivery channels. KPIs promote a measurable and results based DARP execution culture and support continuous improvement in annual DARP operational/budget cycles. KPIs also create an external accountability framework where DARP results can be compared to target results. Engagement of the development industry when creating the KPIs will help these metrics align to the customer’s perspective (note: see Table 8 of this report for suggested KPIs). MP 2 Tactical AMANDA configuration does not provide "clock on/clock off" time tracking, so staff's workflow and developer's responsiveness can not be disaggregated to identify real- time performance issues and setting performance targets, including better insight on cycles of review/resubmissions. Utilize AMANDA "Attempt" functionality from the Pre- consultation stage through the Building Occupancy stage to measure DARP processing timelines, automate staff interactions, and ultimately improve efficiency and economize effort. DARP processing timelines and targets are to be measured in controllable file processing days (i.e., business). On-and-off chess clock style tracking is required to reflect custody of the file between the City and the applicant. Implement milestone notifications to appropriate staff to ensure tracking of application progress and transitions between City business units. Require DARP staff to frequently update file progression status changes in AMANDA to ensure data tracking integrity. Apply end-to-end AMANDA tracking accountability requirements across Planning, Engineering and Building DARP components. Enables DARP business intelligence data stream to drive workload priority setting and secure continuous improvement. Promotes a measurable and results based DARP execution culture and supports continuous improvement in annual DARP operational/budget cycles. 5.3 Modernizing Technology It is critically important for Pickering to commit to a robust configuration of AMANDA as the exclusive software platform for managing DARP workflow processing; including access to documents, triaging updates regarding upcoming and competing file processing deadlines, processing throughput timeframe tracking and managed routing of technical communication between City business units and applicants. Executing DARP outside of AMANDA is inefficient from a LEAN processing perspective, leading to sub-optimal organization of files, redundant staff processing and reporting effort and erosion of timeframe reporting data accuracy. The implementation of AMANDA can vary significantly across municipalities. For instance, one municipality may depend on manual staff interventions in AMANDA to document the timing of process milestone achievement whereas another municipality may adopt more dependable automation of AMANDA by using “attempts” to document milestone achievement across files. Our team supports the “attempts” driven automated AMANDA configuration approach due to the consistency and standardization benefits generated when measuring timeframe results and setting targets. Up-front commitment and resourcing for a robust configuration of AMANDA will ultimately yield significant DARP improvements around application processing and KPI target setting and reporting. 5.0 Recommended Future State Pickering DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 29 Efficient document management within an AMANDA-based technology solution must replace the current use of multiple document storage platforms. Document management consolidation focused on AMANDA and SharePoint is imperative for a high-performing DARP model in Pickering. AMANDA and SharePoint should be the central document management hub to ensure consistent document management across all DARP business units. Such configuration will ensure version control, reduce the probability of misplaced files and staff effort in tracking down these files, provide automatic receipt data and improve searchability and historical references for future City staff. Pickering has yet to adopt a consolidated corporation-wide technology tool to be used across business units, which has led to a fragmentation of technology tools used across the corporation and varying document processing and management tools used by different departments. As a result, there currently exists a corporation-wide acceptance of the necessity for a single DARP workflow tool and the elimination of inefficiencies related to fragmented document management, limited AMANDA staff training and optimizing automation driven consistency across DARP. Such technological and workflow management shortcomings have meaningful negative impacts on the overall DARP performance. Adoption of a consolidated DARP technology solution leveraging an AMANDA and SharePoint hub will significantly improve workflow management, results-based performance reporting and consistent and standardized processing timelines. A high performing DARP workflow solution is critical for Pickering considering the current and forecasted workload looming over the current and near-future planning horizon. Table 4: Modernizing Technology Recommendations No. Strategic/Tactical Current State Finding/Observation Recommendation Expected Benefit MT 1 Tactical Lack of standardized naming conventions for application submission documents and other application materials. Prior to the adoption of a wide-spread application intake tool, require both staff and applicants to follow naming conventions for application files. Once an application intake tool has been implemented, this can be done automatically through the portal. Ensures consistency between applications and improves the organization of documents. MT 2 Tactical Overlap of effort between Finance and Planning for intake and confirmation of planning fees (Finance receives fees, asks planning for confirmation, then approves). Automate fee calculation and collection into workflows and create software linkages between the DARP workflow platform and payment processing software. Automate fee collection and reduce the amount of staff effort that goes into confirming application fees. MT 3 Tactical Multiple formats of circulation memos drafted, formatted, and issued to various departments (i.e., engineering, council/department heads and all other technical reviewers). During the transition to an end-to-end DARP technology solution, consolidate the existing three different circulation memos into a single document outlining key information and include business unit specific notes regarding key information or individual staff required actions. With the deployment of AMANDA end-to-end across DARP, automated circulation memos will be prepared and circulated, including notifications and timelines related to commenting due dates. Reduces effort in drafting, formatting and issuing circulation memos. MT 4 Tactical There is no formal method of deadline notification for review timeframe dates or upcoming application milestones (i.e., Council meetings, community meetings, appeal period, etc.) and Pickering staff must contact the file planner to obtain this information. In conjunction with the recommendation for the widespread adoption of AMANDA, configure the software to provide automatic notifications to the file planner and technical reviewers for upcoming statutory deadlines, missing information, key upcoming dates and any other appropriate information. Ensures that all appropriate staff are notified of upcoming deadlines or application milestones and alleviates the need for inefficient conversations to determine deadlines. 5.0 Recommended Future State Pickering DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 30 No. Strategic/Tactical Current State Finding/Observation Recommendation Expected Benefit MT 5 Strategic Applicants, members of the public, City staff or Regional staff are unable to track the ongoing status of a DARP application without having to contact the assigned planner. Update the City's online DARP portal to feature an application progress tracker with functionality that mirrors high performing DARP municipalities (i.e., City of Mississauga). Tracker configuration to include spatial mapping of the site, a summary of the application, a URL connection to appropriate application materials, dates of any upcoming public meetings and a go-live timeline of file processing milestones achieved and upcoming. The enhanced web presence ensures that all stakeholders (agencies, proponents, the public, etc.) have access to and are aware of development application information. For the public, this can streamline where their involvement is required/adds value, and what information they can comment on. This also limits the number of inquiries that come into planning staff, allows stakeholders to be more educated on application files and supports public involvement and transparency in the planning process. MT 6 Strategic Multiple methods of circulating the documents of an application can lead to document storage and version control issues. Standardize document sharing through an AMANDA-based technology solution instead of email. Consolidates a centralized document storage and sharing location between departments and technical reviewers. MT 7 Strategic There is a lack of a corporate-wide software for development application review, meaning that various departments and individuals within the same department utilize different document storage/transfer platforms to process development applications. This inconsistency in file management leads to poor continuity of file information (searching for approval history and transfer of file ownership in the event of departing staff members), wasted effort in tracking down files and coordinating between staff members/departments, and poor document management or versioning practices. On a corporate scale, and in conjunction with other recommendations through this exercise, adopt the widespread implementation, training and acceptance of AMANDA as the sole development application review software. Require that all technical reviews input comments directly into AMANDA and ensure that all file management is conducted in an AMANDA- related document storage solution to avoid version control issues. The corporate roll-out consolidates corporate wide use of technology tools, improves consistency in document management and storage, consolidates application history and information and ensures all staff are trained on AMANDA. MT 8 Strategic The City has implemented a digital readiness strategy (8 year timeframe) and an IT capability study was also conducted; however, the DARP and the Digital Strategy initiatives have not been meaningfully aligned and integrated so far. To date, AMANDA workflow tool configuration and deployment in Pickering has not secured LEAN DARP performance results. There remain multiple methods of circulating the documents of an application, which can lead to document storage and version control issues. The level of AMANDA investment is not aligned with the high stakes of DARP performance and the Housing Pledge target of 13,000 units. Initiate a robustly funded/resourced AMANDA Optimization Project (delivering a Future State DARP configuration surge). The project needs to deliver consistent implementation/rollout across all DARP participating business units. The project objective is to maximize the functionality of AMANDA with the requisite document management tool to deliver LEAN processes and measurable DAP tracking. The AMANDA Optimization Project should be coordinated with the new "DARP Performs" KPI Working Group. The AMANDA Optimization Project will achieve the breakthrough needed at Pickering to fully streamline DARP collaboration and tracking, while positioning the City for future automation possibilities. Will create DARP business intelligence capabilities and drive continuous improvement necessary to meet upcoming Housing Pledge performance challenge of processing 13,000 new units. A centralized document storage and sharing location between departments and technical reviewers is created thereby eliminating duplication and optimizing document risk management. 5.0 Recommended Future State Pickering DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 31 No. Strategic/Tactical Current State Finding/Observation Recommendation Expected Benefit MT 9 Strategic The City Development Department has many AMANDA folders, many of which are overcomplicated. Despite the abundance of folders, no existing documentation or flowcharts are detailing their procedures or workflows. The complexity of these folders leads to maintenance issues and user errors, which can have long term effects. Conduct a comprehensive review of AMANDA folders, including observation and brainstorming sessions with key users, to identify problem areas and potential improvements. As part of this exercise, clearly redefine the objectives for each folder, ensuring that each one has a focused purpose. Emphasize the needs of the end users when reviewing and revising folders, ensuring they are straightforward, efficient and user-friendly. Improves the quality and organization of AMANDA folders, ensures ease of maintenance and update and improves user-friendliness to avoid errors and maintain adequate organization. MT 10 Tactical Technical review comments are not circulated amongst technical reviewers, which may lead to conflicting comments. Establish a portal where all comments are to be uploaded and where all technical reviewers can see the comments of other reviewers (i.e. similar to the City of Mississauga's portal). Ensures consistency of tone and direction throughout the technical review comments and relieves that the assigned planner from conducting the bulk of the quality review. 5.4 Process Improvement Once DARP fees have been updated and the City’s resourcing capacity has been optimized, superior DARP performance hinges on process execution. Pickering’s DARP processes should be standardized and consistent, with uniform application processing milestones featured across Planning, Engineering and Building channels. Optimally configured AMANDA workflows should be based on Pickering’s updated future state DARP process maps. Repetition, consistency and timeframe predictability are integral to LEAN style DARP process execution. These improvements will enable predictive forecasting of future DARP timeframes once processes are streamlined, documented and subjected to rigorous tracking in AMANDA. Process improvement will correct and ultimately replace sub-optimal activities within any given DARP processing channel, enhancing value relative to the effort expended. LEAN process improvement is iterative over time and across repetitions. LEAN process improvement is iterative, with even small incremental changes having a significant cumulative impact when combined, especially when implemented in tandem with improved clarity around roles and responsibilities. The Dillon/Performance Concepts have developed more than two dozen incremental DARP process improvements via our suite of future state recommendations set out in this Report. As part of the Process Improvement recommendation, the Dillon/Performance Concepts team have provided recommended modifications to the current state operational process maps for Pre-consultation, Zoning By-law Amendments, Official Plan Amendments, Site Plan Control and Draft Plan of Subdivision/Condominium. These process map modifications were based on the current processes for the above-mentioned applications. The Dillon/Performance Concepts team have provided revised processes in Appendix B of this report. Table 5: Process Improvement Recommendations No. Strategic/Tactical Current State Finding/Observation Recommendation Expected Benefit PI 1 Tactical Current digital versions of application forms do not allow the applicant to fill-in the fields with text, instead requiring the applicant to insert text boxes which may lead to formatting issues. Ensure that fields in application forms are text fillable for all PDF readers. Once a fully functioning portal has been implemented, require all DARP applications (including Post- Draft Plan infrastructure design drawings) to be submitted digitally through an online portal that is linked to AMANDA (digital-only submissions). Provide a universal and simpler user interface for application forms and ensure high-quality formatting for application forms received by the City. PI 2 Tactical Pre-consultation meetings are scheduled on an ad-hoc basis without a standardized meeting schedule, oftentimes prioritizing certain significant applications that are received. This short notice and shifting of prioritization has led to a rushed review of Pre-consultation packages and effort being diverted from other applications that are already underway. On a monthly basis, implement a regularly scheduled day for all Pre-consultation meetings to occur. Ensures that all technical reviewers are aware of the occurrence of Pre-consultation meetings to adequately prepare and provide comments. Ensures that external agencies can remain involved in development applications, are involved in the local planning process, and can work around meeting dates so they can participate and maintain collaboration between the City and external agencies. 5.0 Recommended Future State Pickering DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 32 No. Strategic/Tactical Current State Finding/Observation Recommendation Expected Benefit PI 3 Tactical Different documentation provided to the applicant following a Pre-consultation meeting for a standard application and a land severance application. Establish a standardized template for Pre-consultation comments across SPC, DPOS, OPA, ZBA, and complex severances with servicing requirements/land conveyances. Helps ensure that all Pre-consultation processes can occur within the proposed Pre-consultation schedule, reduces staff effort in differentiating/tailoring comments to different templates or processes and promotes consistency and clarity for applicants. PI 4 Tactical Pre-consultation comments shared with the applicant for the first time at the Pre-consultation meeting. In those circumstances when it might foster improved dialogue, provide a selected set of pre-consultation comments to the applicant to foster collaboration during the Pre-consultation meeting. Full pre-consultation comments can then be formally issued in their final form after the meeting. Informs the applicant of main themes prior to the meeting and ensures that the meeting can be a discussion of the comments or technical issues as opposed to a review of the comments. The final pre-consultation written comments fosters a technical "on- ramp" to the subsequent application. PI 5 Tactical Preliminary planning inquiries occasionally go beyond the scope of a high-level zoning/land use designation review without advancing to Pre-consultation. Formalize standards of what information can be disclosed through a phone/email inquiry, a Zoning Compliance Report, and when Pre-consultation is encouraged and communicate this through the City's website. Limit an inquiry to the identification of the applicable zone category and/or Official Plan designation, and definition clarification; limit a Zoning Compliance Report to identifying the applicable provisions and/or site plan compliance review; and encourage a Pre-consultation for policy interpretations or to discuss development plans. Ensure that the effort of responding to planning inquiries, conducting Zoning Compliance Reports, and engaging in Pre- consultation is scoped to standardized and predetermined metrics. Also ensures fee recovery for the City to ensure that the level of effort is appropriately accommodated. PI 6 Tactical Lack of tracking of inspections and condition clearance. Ensure that an adequate schedule and tracking model are implemented for post-occupancy planning inspections. Prior to the widespread adoption of a corporate-wide application such as AMANDA, this can be tracked through workflow calendars or shareable spreadsheets. Once corporate-wide software is implemented, schedules and status tracking can be automatically implemented into the technology tool where reminders are issued. Ensures that the City fulfils the statutory inspection requirements on time and further consolidates the process into a single corporate-wide software tool. PI 7 Tactical The applicant is not required to identify if, and to what extent, their development proposal was modified between Pre- consultation and formal submission to accommodate Pre- consultation comments. Require that the applicant submit a cover letter and comment response matrix with the submission of a formal application (ZBA, OPA, etc.) to identify if, how, and to what extent the technical comments from Pre-consultation have been accommodated. The formatted matrix will be provided by the City automatically through AMANDA where the applicant can provide their response in the appropriate field. Saves staff effort from compiling Pre-consultation comments during the technical review, ensures that the applicant is implementing and/or interacting with the comments from Pre- consultation, and ensures consistency in the transition from Pre- consultation to formal submission if file planners change. 5.0 Recommended Future State Pickering DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 33 No. Strategic/Tactical Current State Finding/Observation Recommendation Expected Benefit PI 8 Tactical Multiple roles involved in the administrative effort, general underutilization of administrative assistants, and often overlap in the responsibilities of planning and administration. There currently exists a large reliance on the Planner to do administrative tasks such as fee calculations, notice mailouts, and website updates. The Administrative Assistance position is currently underutilized, especially in the Pre-consultation process. Fully leverage the Administrative Assistant to relieve the File Planner from conducting a range of lower value-added administrative tasks (e.g. application intake, fee calculation, circulation, notice mailouts, website updates, etc.). Planning and Development Engineering are to conduct a shallow quality check of submission items prior to the deemed complete decision. Marked-up process maps provide a detailed "who does what" guideline for specific administrative activities the Planner can be relieved from to focus on a higher value-added workload. Reduces the amount of staff involved in application intake and circulation, improves efficiency, and ensures that only the applicable technical reviews are circulated to ensure that the review is efficient. PI 9 Tactical The assumption process varies between applications despite conditions which could be standardized. Develop a set of standardized conditions of assumption that can be applied consistently to various applications, with a prioritized focus on Site Plan Control, Draft Plan of Subdivision, and release of securities. Ensures consistency between applications and reduces the amount of back-end staff effort. PI 10 Tactical Inconsistent notification to Finance of incoming payments and EFT payments does not indicate which application the payment is for, leading to wasted staff effort and coordination between departments to track down where to assign the payment. Update the EFT payment form to include an additional field where the applicant is required to note the address of the property or planning application number and require the Planning Department to notify finance of expected payments. Reduces wasted communication effort to confirm which applications an EFT is tied to, ensures consistency, and ensures that payments are deposited quickly. PI 11 Tactical Inconsistent training on technological roll out between staff/departments. Compliment the increase in staffing effort with additional training (use and implementation of technologies such as AMANDA and BlueBeam) for all staff members. Ensures that all staff are capable of involvement in the DARP process. PI 12 Tactical City staff are responsible for creating notice boards, leading to increased responsibility and coordination. Require the applicant to draft notice boards based on pre- established templates, limiting the role of the planner/clerk to only reviewing the graphic for clarity and conformity with City standards. Limits staff effort to a position of reviewer, not sign creator. PI 13 Tactical The process of building permit review and issuance in the current state is sufficient, but not yet optimized for timing and accommodating market factors. Develop consistent standards for the issuance of conditional building permit approval and when to utilize conditional building permit approval. Fast-track the building permit process for items that are already finalized to begin components of construction earlier. PI 14 Tactical Although not regular, there are occurrences of conflicting comments between internal departments and external agencies. Assigned file planner to screen pre-consultation or technical review comments as they are received to identify and resolve any conflicting comments prior to issuance to the applicant. Pre-emptively resolves conflict in comments or technical review direction early in the process and ensures that the comments issued to the applicant are meaningful, so time is spent resolving comments as opposed to clarifying them. PI 15 Tactical Lack of clearly defined securities release timeline. To support an end-to-end DARP performance measurement initiative, develop a guideline and standardized milestone tracker for securities release (applicable to Site Plan and Draft Plan). The process milestone tracker should identify trigger points for scheduling inspections and subsequently releasing securities. Ensures transparency and clarity of the securities release process, improving relationships with the development community and reducing staff effort in tailoring securities release on a case-by- case basis. 5.0 Recommended Future State Pickering DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 34 No. Strategic/Tactical Current State Finding/Observation Recommendation Expected Benefit PI 16 Tactical Inconsistent requirement for zoning review within the site plan process. Require a zoning review for all site plan applications to ensure that zoning of site plan control applications is consistent with regulations. This zoning review should be a standardized document for all zoning examiners to use to remain consistent between applications and reviewers. Provides consistency and ensures zoning compliance for all site plan applications, regardless of whether they are tied with a rezoning application or not. PI 17 Tactical Applications which include a high level of detail are typically only prepared by consultants or applicants familiar with Pickering standards. Applications coming from consultants or applicants who do not regularly do work in Pickering are often not of the same quality. Publicize application requirement standards more clearly on the City's website and application form process, and recommend that the applicant participate in Pre- consultation (i.e., City of Mississauga, City of Burlington, City of Hamilton, City of Vaughan, City of Markham, City of Toronto). Improves public knowledge of submission standards and contributes to a high quality of application materials, reducing rework and improving downstream process flow. PI 18 Tactical Multiple levels of file handoff and senior review increases the time it takes for an application to get reviewed and for a decision/recommendation to be made. Formalize process maps and internal standard operating procedures to define major and minor application types, which each require different levels of senior management review. Adopt technology workflow solutions for accepting and assigning review to staff/senior management and for coordinating with other internal departments. A revision of the 2021 fee review may be required to complete this recommendation based on the proposed changes. Minimizes redundancy of senior management review, reduces workload of all Development Engineering staff, and improves application turnaround time. PI 19 Tactical Comments are received in piece-meal by the file planner from technical reviewers, meaning that file planners have to format responses into a consolidated location and comments can be lost. Lack of consistent or centralized technical review comment response template. As part of the City-wide adoption of AMANDA, require all City technical reviewers and key external reviewers to input technical comments directly into AMANDA. Configure AMANDA to automatically compile a matrix-style comment response template for the assigned planner to provide to the applicant. In the meantime, develop a standardized SharePoint document consisting of a pre-formatted table for Pre-consultation and technical review comments that can be accessed by both the City of Pickering and external reviewers. The link to this document can be located in each SharePoint folder and circulated along with the application material. Centralizes technical review comments and automatically produces a formatted table of comments; alleviates coordination effort of file planner. PI 20 Tactical Notices of complete applications are mailed to applicants. Eliminate mail-out application completeness notifications and build in automated digital notifications in AMANDA. Limit mail outs to public notice notifications. Reduces redundant resource use (i.e. postage and stationary costs & staff effort) and integrates digital notification processes into AMANDA milestones. PI 21 Tactical Many of the checklists and other configurations in AMANDA are overly complex and can be streamlined to create a "one- click" end-user experience for staff. Staff often ignore most of the info fields due to confusion or feeling overwhelmed by the large amount of data they need to input. This leads to inaccuracies, incomplete information, and sometimes errors when the system requires specific data to proceed to the next step. Conduct a review of the current AMANDA folders to identify each info field and its purpose—whether it is for fee calculation, statistical reporting, or providing information about the file. Remove any info fields that do not support the main goal or are not essential for specific statistics or calculations. This will reduce unnecessary data input and make the system more user-friendly and efficient. 5.0 Recommended Future State Pickering DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 35 No. Strategic/Tactical Current State Finding/Observation Recommendation Expected Benefit PI 22 Strategic Regular meetings have been arranged with specific representatives for the Seaton community, which has been a successful model. A planning lead was identified for this development area as well. Implement a pilot project to evaluate the risk/reward of a geography specific DARP team for a priority development area (e.g., Seaton). The pilot should implement a streamlined/customized DARP model and develop specialized staff expertise across disciplines for applications within the catchment area. Use the results/insights of the pilot project to consider whether a geography specific DARP model can work City-wide. A geography-based DARP processing model can foster greater teamwork, bolster staff knowledge of area-specific issues to be resolved and may lead to faster day-to-day decision-making by drawing upon this depth of expertise. The pilot project will help determine the broader applicability of a geography based DARP processing model moving forward. PI 23 Strategic Applications are currently assigned based on the capacity and skill set of the planning team. A formalized approach for triaging priority applications (e.g., concierge service) has not been established, but may be done on an ad hoc basis. Develop a formalized Standardized Operating Procedure that identifies priority projects that warrant a streamlined approach, as well as specific targets to accompany that streamlined approach. Removes the debate and potential for lengthy dialogue to determine whether a given application should be triaged differently/prioritized. Once this new system has been tested (e.g. 6 months - 1 y), it can be formalized or abandoned depending on results. PI 24 Strategic Lack of delegation for the approval of minor application types. Adopt a By-law to delegate Minor Zoning By-law Amendment and Holding Removal decision authority to the Director of the City Development Department. Increases the overall efficiency of application turnaround time by freeing City Council from deciding on minor applications and builds upon the delegated authority intent of Bill 13. 5.5 Resource Capacity High-performing DARP models are characterized by three interdependent performance drivers: 1. Full-cost DARP fees that provide adequate financial support for Pickering to ensure consistent timeframe performance. DARP fees provide the opportunity to secure necessary levels of DARP processing muscle. 2. Deploying the necessary DARP processing muscle to meet expected workload demands by utilizing a mix of qualified City staff and readily available roster of external consulting expertise. 3. Executing standardized, consistent DARP processes (mapped and integrated with workflow technology) to achieve targeted application processing throughput times. Assembling an evidence-supported business case to justify DARP resourcing investments is essential to secure Council and development community support. Securing and updating the DARP fee structure’s resourcing basis to fund investments is also required. In fact, a DARP fee update will generate the processing effort data to justify the required resourcing investments business case. Even prior to business case finalization it is clear that potential Development Engineering processing capacity chokepoints represent a serious DARP performance risk if pending post-Draft Plan engineering phases proceed in a compressed timeframe. Rostered external resources for engineering review as well as other DARP potential chokepoints should proceed in advance of a finalized DARP fee review and the associated multi-year resourcing plan. Decisions regarding resourcing and staffing must be made by Pickering to enact meaningful improvements to the DARP model. Pickering should consider creating new technical staff positions to support the current and future DARP workflow demands and maintain rosters of external support to facilitate backstopping of resources to maintain service delivery throughput. Resources will also be required to enact organizational changes, improve processes, train staff, and adopt a corporate-wide technology tool to support a high-functioning DARP model. 5.0 Recommended Future State Pickering DARP Model City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 36 Table 6: Resource Capacity Recommendations No. Strategic/Tactical Current State Finding/Observation Recommendation Expected Benefit RC 1 Strategic Full-cost recovery of DARP (mitigating property tax subsidization) is a necessity for Pickering but requires a DARP fees update to reflect “As Should Be” processes and recent Provincial regulatory changes. Conduct a DARP Full-Cost Fees Review to reflect new “As Should Be” process improvements and the evolving regulatory regime. Updated DARP fees will deliver cost recovery fairness between existing development and new development. Mitigation of inappropriate property tax subsidization of DARP will improve the fiscal health of the City moving forward. RC 2 Strategic Existing DARP processing capacity may not be adequate to ensure timely processing of existing and/or future workload demands. Housing Pledge target achievement may be at risk if existing difficult-to-predict Post-Draft Plan workload and future application volumes peak at the same time. Furthermore, the Development Engineering team does not have sufficient staffing to support the development application workload demand and documents a significant amount of annual overtime hours. Implement a multi-year DARP resourcing strategy informed by the analysis/commentary set out in this review. Ensure initial emphasis on closing the high-risk Development Engineering capacity gap that could erode Pickering's ability to process the Post-Draft Plan infrastructure design phase that delivers registered lots; consider a combination of fully cost-recovered additional staff and/or consultant resources. Proactive risk mitigation will improve the probability of meeting Council-endorsed DARP processing timeframe targets as well as securing Housing Pledge commitments to process 13,000 units. RC 3 Strategic The Development Engineering department does not have sufficient staffing to support the workload demand and logs significant overtime hours. Increase staffing levels in the Development Engineering department or manage a roster of independent third-party reviewers. Increases application turnaround time and alleviates workload of staff. RC 4 Strategic Based on workload, resource capacity and shifting responsibilities in a two-tier system, the City sometimes experiences delays in receiving technical input and/or legal expertise during the agreement phase. Establish and retain a pre-approved roster for capacity as required for timely/rapid deployment; encompassing Planning, Environmental, and Legal services. Protects DARP capacity erosion in an OLT appeal and allows the City to mobilize quickly with external resources consisting of consultants who are familiar with the Pickering landscape. RC 5 Tactical The file planner often coordinates the intake of securities and the securities bond, which takes away from technical input in the approval process. Update process maps and standard operating procedures to fully utilize the Finance business unit in DARP specifically related to post- condition clearance securities release (see revised process maps). Alleviates administrative effort from the file planner and allows the file planner to focus primarily on technical input throughout the approval process as opposed to a heavy coordination workload. RC 6 Tactical Inconsistent file delegation in the legal department where senior staff process a large workflow while associate solicitors rarely assist. Delegate files where appropriate to leverage the associate solicitor position and hire a junior solicitor if staff processing capacity is an issue. Reduces workload on a limited number of individuals and ensures additional staffing support in the legal department to process requests. RC 7 Strategic Current underutilization of administrative assistants and lack of resourcing to support the growth of the administrative assistant DARP function. Expand resources to support the expanded responsibility of the Administrative Assistant in the DARP model and create new Administrative Assistant roles. Supports the available resources related to the expanded role of the Administrative Assistant in the DARP model. 6.0 Roadmap to Recommended Implementation City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 37 6.0 Roadmap to Recommended Implementation 6.1 Implementation Roadmap The Dillon/Performance Concepts team recognizes the cost required to enact the recommended process improvements and understands that Pickering has finalized the municipal budgets for 2025. To address this, most low-effort and low-cost recommendations included as part of this report are suggested to be implemented in the short term. Alternatively, the recommendations which require a higher degree of effort and come with a higher cost are suggested to be implemented in 2026 and beyond to provide the City with an opportunity to review budgets and weigh the full cost of accommodating certain recommendations. While acknowledging the monetary and temporal cost related to improving the current DARP model, it is recommended that Pickering make these investments to create a more efficient and effective DARP. The full transition from current state processes to those of an ideal future state model will require a series of successive changes and will take time for Pickering to work out the nuances of change. Investment into the DARP process in the short-term will result in long-term benefits and help ensure that Pickering is properly suited to accommodate the anticipated population and development growth in the near future. 6.0 Roadmap to Recommended Implementation City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 38 Pickering’s DARP transformation needs to be implemented through leadership, assigning resources and setting achievable timeframes for implementing the recommendations. It is expected that the Planning Department will lead implementation in close coordination with the Building Services and Engineering divisions, respectively. If significant resources are needed, implementation will follow after approval of funding. The provided implementation roadmap identifies timeframes for the implementation of the various recommendations according to the following categories: • Do now, which refers to activities that can and should be undertaken immediately; • Do soon, which refers to activities that may have longer lead times due to associated pre-work or other dependencies, but which should still be undertaken sooner than later (i.e., within approximately one to two years); • Do later, which refers to activities that will require lengthier implementation periods or which should follow others due to pre-work or other dependencies; such activities should be fully executed within approximately two to three years. The proposed implementation timeframes have been based on the relative priority and assumed level of effort needed to successfully implement each recommendation. The roadmap is presented in Appendix C. 6.1.1 Ongoing Monitoring and Evaluation The successful implementation of any plan necessitates meaningful monitoring and evaluation along the way to ensure that things get done, or to modify the plan if needed. As it proceeds through implementation, Pickering should prepare end-of-year internal progress reporting on an annual basis. The progress reports should function as a brief summary of what has been achieved in the preceding year, the activities that are actively underway, and the roadmap for remaining implementation activities yet to be undertaken. 6.2 Further Advice on Tools and Tactics to Implement High- Performing DARP 6.2.1 LEAN Thinking LEAN thinking can be applied to DARP to secure continual improvements in service delivery (see Figure 12: below). This involves a constant effort to streamline processes, aligning KPI-derived targets, implementing workflow technology solutions, and ensuring accountability in results reporting. LEAN concepts such as value stream mapping, creating flow and establishing push are directly applicable to DARP. 6.0 Roadmap to Recommended Implementation City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 39 Figure 12: LEAN Principles 6.2.2 Pickering DARP Requiring KPI Driven Performance Targets: Throughputs and Controllable Timeframes Pickering's DARP model features core service delivery channels: front-end Planning Act decisions, mid- way Development Engineering reviews, and back-end Building Code approvals. For applicants, the DARP process is a single, time-sensitive regulatory necessity that incurs costs. Therefore, KPIs applied to DARP must capture the end-to-end performance requirements of both collaboration and timeline expectations of the City and applicant. Figure 13: Core DARP Service Channels for KPIs 6.0 Roadmap to Recommended Implementation City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 40 DARP application processing throughputs are central to the designing of KPIs and are driven by the following factors: • Number of City Technical Review Cycle days for any given file. More review cycles lead to a longer duration to secure DARP approval outputs. • Number of Controllable File Processing days, when a DARP file is in the custody of the City. • Number of Controllable File Processing days, when a DARP file is in the custody of the applicant. This highlights the key DARP effort driver, technical review cycles and the necessity of back-and-forth file control transfer between Pickering and the applicant. Figure 14: Countdown Clock Functionality below sets out a detailed illustration of required DARP workflow tool configuration features (i.e., AMANDA). Countdown clock throughput targets between application milestones have been established (i.e., 20 business days) and actual throughput times between processing milestones are tracked and compared against the targets. Controllable file processing days are assigned to the City or the applicant according to file custody and are tracked based on which party is in control of the file. Figure 14: Countdown Clock Functionality KPIs should help report on throughput times associated with core outputs that are countable and measurable, such as throughput times for technical review cycles or final application approval decisions. 6.0 Roadmap to Recommended Implementation City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 41 Figure 15: Core DARP Processing Outputs Table 7: KPI Design Concepts below outlines appropriate approaches to KPI design for Pickering DARP. Technical review cycles are the major component contributing to DARP application throughput times. The percentile approach to timeframe measurement, used by Fire and Ambulance services, can be applied to DARP technical review cycles. Additionally, measuring the required number of technical review cycles to secure application approval against the target number of technical review cycles is a powerful KPI for assessing process throughput timeliness. Table 7: KPI Design Concepts KPI Design Concepts Technical Review Timeframes Technical Review Cycle Counts • Percentile approach (e.g., 8 out of 10 site plan circulations executed in 30 controllable file days or less) • Average (actual) timeframes versus average (target) timeframes • Percentile approach (e.g., 6 out of 10 applications are executed in less than 2 review cycles) • Average (actual) number of review cycles versus average (target) number of review cycles 6.2.2.1 Potential KPIs for Pickering’s Consideration Table 8: Potential KPIs for Consideration and Figure 16: Potential Post-Draft Plan Related KPIs to Consider below identify potential DARP KPIs that Pickering can apply to the DARP model. These KPIs are consistent with the design concepts mentioned earlier and apply to Zoning By-law Amendment, Official Plan Amendment, Site Plan Control, Draft Plan of Subdivision and Post Draft Plan components of DARP. These KPIs focus on application decision throughput times and technical review cycle metrics. A properly configured AMANDA workflow solution will track the required throughput timeframes across processing milestones for Zoning By-law Amendment, Official Plan Amendment, Site Plan Control, Draft Plans of Subdivision and Post-Draft Plan engineering review phases. These milestones can be documented in "As Should Be" process maps and configured within AMANDA. A robust report writing assistant, such as Microsoft BI, can be connected to AMANDA to facilitate easy access to throughput timeframe reports, including actual versus target analyses. Core DARP Processing Outputs Pre-consults navigated forward to official application submissions Application submissions navigated forward to “deemed complete” status Complete applications/engineering review phases that move through Technical Review Cycles enroute to a municipal approval decision All 3 of these core DARP outputs are countable and measurable! # DARP Pre-consults # Submitted/Processed DARP Applications/Phases # DARP Technical Review Cycles 6.0 Roadmap to Recommended Implementation City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 42 Timely and accurate data entry in AMANDA is critical for KPIs to add value to DARP. AMANDA must be seen as a DARP tool with shared accountability and ownership across all DARP-participant business units in Pickering, not just as a Planning tool. Ultimately, cultivating a results-driven culture around AMANDA data population is essential for all DARP staff teams. Table 8: Potential KPIs for Consideration DARP Service Channel Key Performance Indicator Official Plan Amendment and Zoning By-law Amendment • Average number of City controlled processing days to application approval decision by Council • Average number of Applicant controlled processing days to application approval decision by Council • Average number of Technical Review Cycles to secure Council application approval decision • Average number of City controlled processing days from end of final Technical Review Cycle to application approval decision by Council Site Plan Approval • Average number of City controlled processing days to application approval decision • Average number of Applicant controlled processing days to application approval decision • Percent of SPC applications approved after two Technical Review Cycles • Average number of Technical Review Cycles to secure delegated approval decision Draft Plan of Subdivision Approval • Average number of City controlled processing days to delegated staff approval decision • Average number of Applicant controlled processing days to delegated staff approval decision • Average number of Technical Review Cycles to secure delegated staff approval decision • Number of processing days per application relative to the “No Municipal Decision” OLT appeal trigger deadline 6.0 Roadmap to Recommended Implementation City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 43 Figure 16: Potential Post-Draft Plan Related KPIs to Consider 6.2.2.2 DARP Technology Solution Supporting KPIs A workflow technology solution such as AMANDA can serve as the central system to coordinate DARP execution. Pickering’s DARP workflow solution should be composed of Sandbox World (internal to the City) and Portal World (entry point for external stakeholders). Figure 17: Sandbox World Functionality below illustrates essential functionality requirements for the workflow tool in Sandbox World. External stakeholders should have input access to Sandbox World data and receive reports on application processing status. Figure 17: Sandbox World Functionality Proposed Post-Draft Plan Approval KPIs Stormwater Infrastructure Parks/Open Space Infrastructure Roads/Transportation Infrastructure Water & Wastewater Infrastructure Potential KPIs # Technical Review Cycles to secure City approvals Average # City controlled processing days to secure approvals Average # Applicant controlled processing days to secure City approvals # Technical Review Cycles to secure approvals Average # controlled processing days to secure approvals Average # Applicant controlled processing days to secure approvals Pickering Durham Infrastructure/Asset Categories Firewall Portal World (External)Sandbox World (Internal) “As Should Be” DARP Workflow/Process Milestones to document/track progress (# business days file under City control) KPI Dashboard –Targets versus Actuals Processing discipline strengthened via milestone “drawbridges” triggered by business rules & countdown clocks •Applicants •Public •Other Agencies DARP public reporting re. actual timelines versus One always-current set of technical submission data/drawings/comments 6.0 Roadmap to Recommended Implementation City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 44 6.2.3 Embracing a Modernized DARP Workflow Tool The technology best practices case submitted to Pickering is highly relevant as the City evolves towards a high-performance DARP model. The evolution of DARP workflow technology solutions over the past 20-years has followed a recognizable pattern across Ontario municipalities, particularly those adopting an AMANDA workflow solution. Workflow tools like AMANDA were widely implemented after the 2006 changes to the Building Code Act, which mandated building permit decision timeframes for complete applications. Chief Building Officials oversaw these changes in their service delivery model, emphasizing zero tolerance for incomplete submissions and deploying tools like AMANDA to manage workflows and report results accurately. This led to a measurement-oriented culture within Building departments across Ontario, with AMANDA becoming central to managing applications, inspections and performance targets. In contrast, Planning and Engineering DARP teams were slower to adopt workflow technology tools such as AMANDA due to the lack of mandatory application timeframes. These teams prioritized collaboration and negotiation over LEAN process execution over technology solutions. Tools like AMANDA were subsequently often underutilized or seen as a specific tool of the Planning department rather than a critical enterprise system, which resulted in an inconsistent commitment to technology solutions. Recent changes, such as compressed Ontario Land Tribunal appeal timeframes, Bill 109 targets and Housing Pledge accountability pressures, have transformed the landscape for Planning DARP. These teams now face the same timeframe-driven pressures that Building DARP experienced in 2006. The need for rigorous workflow management and performance tracking is now universally recognized by Planning Departments across Ontario. Lessons learned by Building departments still apply, which include but are not limited to, timely data population, AMANDA literacy, current workflows reflecting streamlined processes and insightful timeframe reporting. Pickering directly reflects this historic evolution and inconsistency around technology tools such as AMANDA. Pickering must ensure its Planning and Engineering DARP teams catch up to the Building department's diligent use of AMANDA. This includes training, modernized workflows, timely reporting and promoting a measured results-driven culture built around LEAN principles. A modernized DARP technology platform typically consists of a portal, a document management solution, a drawings mark-up application and a workflow software tool. The various component pieces typically work in a hub and spoke configuration with the DARP workflow software tool playing the central role in driving LEAN performance improvement and service delivery transformation. AMANDA can deliver what Pickering needs to evolve into a high-performing DARP model. Table 9: Functionality Checklist for a High-Performing DARP Workflow Tool below outlines the essential functionalities for a high-performing DARP model. With proper configuration and staff commitment, AMANDA can meet these needs. Additional components like document management, drawing mark- up software, a PRISM portal expansion and report writer tools can further enhance the Planning and Engineering DARP workflow solution. Table 9: Functionality Checklist for a High-Performing DARP 6.0 Roadmap to Recommended Implementation City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 45 Workflow Tool below details the value-added configuration that Pickering should aim for as AMANDA takes center stage in improving DARP. Table 9: Functionality Checklist for a High-Performing DARP Workflow Tool No. Functionality Explanation 1 User Configurability Municipal IT support must be able to easily change process milestones, timeframe metrics and staff approval authorities. 2 User Permission Setting Municipal IT support must be able to create user accounts for internal staff and external agencies, with customizable permission settings. 3 Integration with Land Parcel Information Systems (GIS) DARP Workflow Tool must link all Planning, Engineering and Building applications back to the originating land parcel or applicant. 4 Application Milestone Tracking Track the progress of each DARP file against standardized milestones linked together in a mapped process (DARP is linear). 5 Application Milestone Measuring Count "controllable business days" for each file based on custody of the file (municipality and applicant). 6 System Wide Measurement (KPIs) Ability to count "system-wide" units of work (e.g., number of pre- consults, number of complete applications, number technical review cycles, number of approved applications, other KPIs etc.). 7 Timeframe Actuals Setting DARP Workflow Tool must have the ability to set countdown clock performance timeframes for each file category. 8 Timeframe Actuals Reporting DARP Workflow Tool must be able to report actual timeframes versus targets for each application and system-wide by application category. 9 File Ageing and Triaging DARP Workflow Tool must be able to provide "real-time" progress status on files approaching timeframe target deadlines. 10 Staff Prompting DARP Workflow Tool must be able to prompt staff regarding file status and file triage based on red, amber, green status or similar notification schemes. 11 Usable by all Business Units DARP Workflow Tool must be accessible by all DARP participating staff in the municipality. 12 Intuitive and Friendly User Interface DARP Workflow Tool must be easy to understand, user-friendly and intuitive for both full-time users and occasional part-time users from external agencies. 13 Document Version Manager Ability to access a constant working version of all submission documents while providing access to previous versions. Documents stapled to specific milestones. Creates file audit capacity. 14 Fee Calculation and Processing Workflow Tool functionality should include calculation and payment confirmation of DARP fees and Development Charges (at the point of application or later). 15 Training Vendor capacity to provide training relevant to applicants, consultants, external agencies and municipal staff. 6.0 Roadmap to Recommended Implementation City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 46 No. Functionality Explanation 16 Cloud-based Service Delivery Will minimize internal support workload and support cost and deliver baseline workflow tracking. 17 Ease of Implementation and Deployment Implementation in two months or less. 18 Ease of Integration with Portal Simple user interface for external users using a web-based portal. 6.2.3.1 DARP Technology Transformation Do’s and Don’ts Change initiatives can succeed due to a variety of reasons, but can also fail due to: • Lacking a Change Vision • Under-communicating a Change Vision • Not Creating a Powerful Enough Guiding Coalition • Not Establishing a Great Enough Sense of Urgency • Not Systematically Planning for, and Creating Short-Term Wins • Not Anchoring Changes in the Corporation’s Culture A DARP workflow tool is not intended for accounting, document management or organizational workflow tracking tools. Instead, it is a LEAN transformation tool that facilitates performance by aligning workflow information with targets and establishing an enterprise-wide results-based culture. The following lists reflect the Dillon/Performance Concepts team’s DARP technology learnings around performance improvement: • Technology Do’s o Commit to a surge approach with appropriate resources and realistic-yet-ambitious timeframes to create focus and avoid losing momentum over time. o Ensure DARP fundamental business needs to drive the functionality of workflow tools and not vice versa. o Avoid automating current workflows and focus automation on future state workflows. o Use the workflow tool to set performance targets and measure results to promote a culture of accountability in the DARP team. o Strongly consider cloud-based versus on-premises solutions that already deliver strong reporting and configuration. • Technology Don’ts o Underestimate the importance of a measurement-friendly and results oriented culture. The workflow tool should be a central aspect of the DARP model. o Accept anything other than the timely, daily, and consistent population of the workflow tool. o Settle for an in-between solution to existing issues or intended outcomes. o Place too much importance on cost-saving measures because an effective DARP approach is essential for the City and local economy. Investments made into the DARP model will result in long-term benefits and can be recovered from non-tax fees or reserve funds. 6.0 Roadmap to Recommended Implementation City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 47 6.2.4 Pickering’s Housing Pledge Tracker Pickering’s Housing Pledge target of 13,000 new housing units was established by Council in February 2023. The Pledge is rooted in the City’s Housing Strategy and Action Plan. An excerpt from a 2023 Pickering staff report emphasizes the need for reporting that reflects the City’s DARP interdependence with the development community: The City had undertaken a Housing Study between 2019 and 2021. As a result of that Study, Council adopted the “Pickering Housing Strategy & Action Plan 2021-2031”, dated December 22, 2021, on January 24, 2022. Based on this information, and in consideration of forecasted growth within Seaton and the City Centre Neighbourhood, staff believe the 13,000 new homes target is achievable by 2031. However, there are many factors that determine when development occurs. One of the largest factors is the market conditions that influence the housing market in a particular area. The City will undertake a variety of initiatives to facilitate this housing target. However, staff strongly encourage MMAH to obtain similar housing pledge commitments from the building community. To date, senior government narratives around municipal Housing Pledge progress have not reflected the interdependent realities of DARP. The Province’s published online Housing Pledge scoreboard is an example of this. The following excerpt from Ontario’s online Housing Pledge tracker illustrates this interdependency measurement problem and the risks associated with poor measurement framework design. Table 10: Durham Housing Pledge Tracker Municipality 10-year Housing Target Total Housing Progress Since 2022 2024 Target Total 2024 Housing Progress to Date 2024 Progress % Ajax 17,000 1,764 1,417 450 31.8% Clarington 13,000 1,709 1,083 514 47.5% Oshawa 23,000 3,870 1,917 756 39.4% Pickering 13,000 4,631 1,083 1,579 145.8% Whitby 18,000 2,798 1,500 340 22.7% Municipalities do not entirely control the timing of housing construction. Municipalities only partially control the timing of housing approvals while developers play a significant role by initiating approval requests based on a variety of business and economic considerations. Municipalities only control the throughput times of DARP applications once they are advanced by development industry applicants; furthermore, municipalities only control the timeline to provide comments or a decision, and do not control how long it takes a developer to consider comments then organize resubmissions. 6.0 Roadmap to Recommended Implementation City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 48 Any meaningful progress tracking metrics for the City’s Housing Pledge will need to incorporate development industry housing approval requests and City DARP approval decision throughputs. The result will be shared targets and shared accountability between the City and its development industry partners as they strive to meet their common goal of 13,000 housing units by 2031. This approach offers an effective response to the risks associated with simplistic Housing Pledge progress tracking. 7.0 Conclusion City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 49 7.0 Conclusion Receipt of this report marks only the commencement of DARP improvement in Pickering. This report has delivered a robust series of strategic and tactical recommendations to improve overall DARP performance that can be gradually implemented over the next three years. The Dillon/Performance Concepts team has provided a draft implementation timeline of each recommendation to critically navigate the scheduling of change management efforts that can be conducted to improve the current model of DARP services. Through the process of understanding the current model of DARP service in the City, it is evident that the staff and culture surrounding development approvals is based in strong customer service, and a desire to achieve good planning. This has been noted by staff and echoed by external agencies and members of the development community. However, it has also been observed that there are significant process, workflow, and technological limitations to existing staff that hinder their ability to achieve an expedited turnaround timeframe for development applications. The suite of recommendations proposed seeks to build upon the strengths of the existing DARP culture in Pickering and provide recommendations as a path forward to achieving an optimized DARP model. Modernizing the existing model through increased resourcing, staff expansions, and technological improvements to assist staff will improve the experiences of Pickering staff and applicants across the diverse local development industry. Overall, the City is well positioned to advance the proposed DARP Performance Improvement Implementation Roadmap with determination of existing staff members and both available and planned resources. Further resourcing will support DARP performance through an efficient implementation of required processes, organization design and technology solutions. Effort spent on 7.0 Conclusion City of Pickering | Streamlining the Development Applications Review Process | December 20, 2024 50 executing the implementation plan is expected to produce a significant return on investment for Pickering by providing long-term DARP efficiencies and quicker development approvals. It is difficult to estimate the dollar value of efficiency gains from all the recommendations in the absence of detailed time-tracking and workflow analysis; however, in a report by the Association of Municipalities of Ontario6, the digital solutions for DARP streamlining “experienced time savings of 65%... printing cost savings of up to 72% and reduction of hardcopy storage by up to 54%” which represents only some of the recommendations in this study. By relentlessly focusing on implementing the recommendations generated during this DARP exercise, Pickering will be well positioned to create a high performing DARP model, and secure successful development outcomes for years to come. 6 See: https://www.amo.on.ca/sites/default/files/assets/DOCUMENTS/Reports/2020/ StreamliningtheMunicipalDevelopmentReviewProcess20200123.pdf Appendix A: Case Studies Memo DILLON CONSULTING LIMITED www.dillon.ca Page 1 of 2 To: City of Pickering From: Dillon Consulting Limited & Performance Concepts Limited Date: October 2024 Subject: Pickering DARP Best Practice Scan – Case Study #1 (Resourcing Levels) Our File: File #237206 This memo has been prepared to summarize Case Study #1 (Resourcing Levels) of the Development Approvals Review Process (DARP) Best Practices Scan that was undertaken by Dillon Consulting Limited and Performance Concepts (Project Team). Through our working sessions, we have identified the following key issues/priorities related to resourcing levels within the City of Pickering: • A need to conduct a formal staffing resources review (including cost recovery methods) and workload forecast to consider additional hires. • A need to complement any increase in staffing effort with additional training (on the use and implementation of technologies such as AMANDA and BlueBeam). • A need to investigate and target specific staffing needs for departments that complement the development review process (i.e., a strong need for development specific lawyers at the City to deal with appeals, a need for more Building, Fire and Corporate staff). • A need to shift administrative responsibilities away from planners. However, more admin staff/support is needed. As a result of these issues/priorities identified and Best Practice Scan, the Town of Ajax’s Core Services Review for the Planning & Development Department (2022) was identified as a strong candidate case study to examine further. 1.0 Case Study: Town of Ajax’s Core Services Review for the Planning & Development Department (2022) Like Pickering, Ajax is one of the fastest growing towns in the eastern Greater Toronto Area. As the population of the Town continues to grow, the demands placed on the Department have increased. Ajax identified resourcing and employee retention in the Planning and Development Department (which consists of planning, engineering, transportation, building and economic development) as a common theme to be addressed through their 2022 improvement exercise. According to the Final Report prepared by Grant Thornton (2022) as part of their Core Services Review, 15 out of 41 staff members quit in the 2 years between 2020 and 2022. That accounts for 36.5% of the Planning and Development staff (supervisor and below positions), and 28.3% of total staff count in the Town of Ajax. This, coupled with an increased workload due to ongoing development pressures and a difficulty in hiring, has created DILLON CONSULTING LIMITED www.dillon.ca Page 2 of 2 a knock-on effect with existing staff feeling overworked. In addition, the long and complex hiring process is a contributing factor to long resourcing gaps and the inability to attract the right talent. In order to alleviate the impacts of the resourcing gap, the following items were recommended in the Core Service Review for the Planning and Development Department to prioritize: 1. Consider additional work perks, which will both entice existing staff to stay and attract new staff (e.g., working from home, extra vacation/personal days, referral bonus, employee of the month awards, etc.); 2. Review the hiring process and, where possible, eliminate the number of review and approval cycles to be more efficient; 3. Use benchmark findings from current department review as an indicator of where the departments’ pay scale falls, when compared to other municipalities; and, 4. Create a customized onboarding process, which includes a robust training program for all department hires (i.e., a development plan, success metrics, and result tracking). RACI Matrix The RACI Matrix was recommended as a tool the Town could use to adapt to new service constraints while dealing with resourcing gaps and task allocation. The RACI Matrix is an organizational design tool used to map the roles and responsibilities of team members. Its goal is to better serve residents by putting the right people in front of tasks. The matrix helps assign tasks to team members. It also identifies the tasks that supervisors, or those accountable, need to be consulted on or informed of. Having clearly defined tasks and processes also ensures that staff do not take on additional tasks and helps reduce employee stress and overwork. The RACI Matrix gives transparency on workloads, distribution of work, redundant work processes, skills risks, etc. It creates objective conversations about organizational improvement. The City can consider holding RACI workshops to help resolve task allocation issues by clarifying project workflow. This will help pay dividends by ensuring accountability, clarifying delegation issues, identifying expertise, and establishing boundaries. This will, in turn, help alleviate overworked staff by provide an opportunity to clarify and shift responsibilities where appropriate. Memo DILLON CONSULTING LIMITED www.dillon.ca Page 1 of 7 To: City of Pickering From: Dillon Consulting Limited & Performance Concepts Limited Date: October 2024 Subject: Pickering DARP Best Practice Scan – Case Study #2 (Organizational Design) Our File: File #237206 This memo has been prepared to summarize Case Study #2 (Organizational Design) of the Development Approvals Review Process (DARP) Best Practices Scan that was undertaken by Dillon Consulting Limited and Performance Concepts (Project Team). Through our working sessions, we have identified the following key issues/priorities relating to organizational design within the City of Pickering: • Opportunity to better centralize the development review team (i.e., creating a cross departmental development review team that functions as a unit). • A need to reduce unnecessary circulation and screening efforts in the circulation period (i.e., who to circulate to on what type of application/circumstance). • Pre Consultation Application meetings are currently scheduled on an ad-hoc basis and need to be better structured/formalized under a standard process. • A need to formalize the differences between a phone/email inquiry, a Zoning Compliance Report, and a Pre Consultation meeting. As a result of these issues/priorities identified and Best Practice Scan, the City of Toronto’s Concept 2 Keys (2023) program was identified as a strong candidate case study to examine further. 1.0 Case Study: City of Toronto’s Concept 2 Keys (2023) Program Like Pickering, the City of Toronto was looking for ways to better optimize their development review process through a centralized approach where staff know their roles, responsibilities, and areas of focus. In 2019, the City of Toronto adopted an End-to-End (E2E) Review of the Development Review Process. E2E serves as a blueprint for the transformation of the City's development review service, which is underway through the Concept 2 Keys program, implemented in 2020, and ongoing divisional program reviews. The implementation of the E2E review, became further imperative as a result of the legislative timeline provisions introduced through Bill 109. The new operating model consists of three key components - organizational structures, process improvements and new technology - all aimed at improving the outcomes of the development review process. To improve the City’s development review organizational structure, the City implemented a team-based structure across its development review service to streamline the processing of all development applications. The new team-based structure comprises a core development review team of staff from DILLON CONSULTING LIMITED www.dillon.ca Page 2 of 7 Community Planning, Urban Design, Transportation Planning, Engineering and Construction Services, Transportation Services and Parks, Forestry & Recreation, and as-needed input from other divisional subject matter experts. The team-based structure and standardized weekly team meeting schedule establishes clear interdivisional roles, internal review team timelines, and defined accountability for all aspects of review. The team-based structure enables the various divisions and partners engaged in development review to collaborate, coordinate and communicate regularly. Furthermore, the C2K program established an operational pilot program incorporating several key changes to the development review process: 1. New Triage Program: A new triage program will determine if an application is complete before assigning it to an application review team. This will provide a predictable standard and consistent experience to applicants. 2. Priority Application Stream: Works to ensure Council directed priorities, such as affordable housing, are given precedence over other applications. This can include designated specific priority review teams. 3. Milestone Meetings with Review Teams and Applications: Setting internal milestone team meetings ensures the City identifies issues early on, thereby more quickly resolving internal conflicts and achieving consensus on the position of each application. 4. Interdivisional Application Review Teams: Introduces standing review teams is a core element of the transformation. 5. New Roles and Positions: Pilot new roles such as Application Manager, Application Coordinators and Manager of Strategy and Business Improvement to lead the implementation and standardization of process and organizational changes. 6. Escalation Protocols: The application manager will escalate issues to an interdivisional governance structure for resolution by senior staff involved in development review. Further, C2K will identify common sources of conflict and standardize solutions so that quicker resolution is possible in the future. 7. Customer Centric Digital Solutions: utilizing technology to simplify, enable collaboration, and improve transparency within the process both internally and externally. 8. Key Performance Indicators (KPIs): KPIs will be understandable and measurable, and will be integrated into the City’s technology to allow for more efficient and accurate reporting and data analysis. The City of Pickering can look to these key changes for inspiration on how to support improved internal organizational design. DILLON CONSULTING LIMITED www.dillon.ca Page 3 of 7 2.0 Form Follows Function Organization Design Municipal governments across Ontario frequently opt for organization design solutions when they encounter service delivery performance challenges. DARP is no exception. While organization design can improve DARP performance - when aligned with other DARP improvement tools and tactics - it should not be considered a DARP performance “game changer” when implemented in isolation. Organization design is best understood as one ingredient in the DARP improvement recipe. 2.1 Understanding DARP from a “Form Follows Function” Perspective DARP is a core municipal regulatory service. DARP requires complex/timely process execution involving a range of development industry consultants and municipal subject matter experts (covering various disciplines). DARP service delivery is best understood using horizontal systems thinking. Labour and other inputs are organized into activities/processes that produce regulatory decision outputs or “products”. The horizontal complexities of DARP simultaneously processing numerous application files – with each file composed of detail-oriented internal milestones – is daunting from an execution standpoint. In contrast, municipal DARP staff are traditionally organized vertically into distinct organizational silos based on their respective DARP disciplines. Vertical silos based on disciplines (e.g. Planners versus Engineers) may not be optimal for DAP execution. Accountability for overall DARP results may be unclear in a widely distributed, multi-business unit organizational model. Some business units have DARP execution as their sole mission while others have non-DARP missions that pull focus and resources in other directions. Multiple DARP-participating business units located across different City departments – featuring differing levels of mission/resource commitment to DARP – may not deliver the required focus for LEAN DARP execution. DILLON CONSULTING LIMITED www.dillon.ca Page 4 of 7 2.1.1 Form Follows Function Org Design - Diagnosing DARP Org Design Performance Issues A “form follows function” approach to DARP organization design is all about creating focus through consolidation – minimizing vertical organization silos. The key is to align org design, resources, processes and priorities across the City’s staff team in order to deliver LEAN service delivery performance and consistently meet measurable DARP performance targets. Organization design is evaluated in terms of how it can be optimized to achieve the overriding DARP mission to deliver LEAN results. 2.1.2 Capability Maturity Model (CMM) This highly regarded diagnostic tool can provide valuable insights about the evolving performance capabilities of a municipal DARP delivery model. A municipality that has not yet achieved Maturity Levels 4-5 may well benefit from adopting mix of continuous improvement tools. Organization re-design around a One Stop Shop concept may provide enhanced focus around DARP execution and achieving quantitatively managed results targets. DILLON CONSULTING LIMITED www.dillon.ca Page 5 of 7 2.2 Common DARP Org Design Pain Points to Resolve Across numerous assignments, our team has encountered a recurring set of decision points when designing a consolidated “form follows function” DARP organization structure. 2.2.1 Absence of Overall DARP “Decider” on Senior Management Team There are demonstrable benefits in terms focus and accountability when a single member of a municipal Senior Management Team is the recognized DARP “decider”. Avoiding organizational tug-of-war across silo-based business units when it comes to DARP resourcing and priority setting can secure LEAN DARP delivery. With clear authority and accountability comes decision-making efficiency and focus. Empowered leadership of horizontal DARP by a single vertical “decider” will improve overall results – in marked contrast to the time-consuming consensus-building approach necessary in a distributed org design model that artificially separates DARP’s core technical disciplines. 2.2.2 A Conflicted Development Engineering Function Development Engineering subject matter experts are often at the heart of the debate when it comes to DARP org design. These subject matter experts experience competing linkages and relationships within and beyond DARP. They must coordinate their work seamlessly with Planners to generate LEAN processing of applications – achieving timely file processing throughputs. They must also ensure the municipal interest of public works operating efficiency and maintenance costs are considered/respected when they review applications. The resulting tug-of-war between DARP priorities and other non-DARP priorities can be counter-productive – especially when the same Engineering staff are doing DARP and non-DARP work. A One Stop Shop approach to DARP org design re-positions Development Engineering staff into cross-functional teams with Development Planners as their colleagues. Non-DARP engineering work is located and resources outside the One Stop Shop team. The team has a direct reporting relationship upwards to the designated Senior Management Team DARP “decider”. The One Stop Shop solution may well require the dissolution of an existing Engineering business unit that handles DARP and non-DARP workload. The overriding benefit of the cross-disciplinary One Stop Shop is a relentless focus and specialization around DARP execution – with no competing workload distractions. 2.2.3 Unclear Priorities Around Zoning Examination Function Zoning technical reviews are embedded in Planning DARP processes as well as Building DARP processes. Zoning Examiner positions can be located within a Development Planning business unit or within the Building Department. DARP performance can be compromised by the competing workload demands placed on the Zoning Examiners – especially when priorities are ambiguous between Planning versus Building workloads. The key is to establish measurable service level standards, ensure robust resourcing, and avoid tug-of-war inefficiencies across Planning and Building zoning review tasks. Ideally a One Stop Shop DARP org design places Planning and Building under the leadership of a single DARP DILLON CONSULTING LIMITED www.dillon.ca Page 6 of 7 leader/decider in order to broker priorities and ensure Zoning Examiners can meet the dual priorities of Planning versus Building DARP. 2.2.4 Gaining Dependable Performance of Business Units Outside the One Stop Shop Business units located outside the DARP One Stop Shop will continue to deliver subject matter expertise/commentary via application Technical Review Cycles. The primary focus of these business units will continue to be non-DARP work, but their adherence to DARP timeframe targets will be non- negotiable. Accountability reporting of actual timeframes versus targets will be critically important to ensure the overall DARP system functions optimally. Comments that are delivered late will simply be disregarded by core DARP business units as files move forward. Competing workload priorities outside DARP cannot be permitted to compromise DARP execution. 2.3 Aligning Org Design with DARP Process Execution and “Who Does What” Role Clarity One Stop Shop organization design will not deliver DARP improvement unless it is aligned with “As Should Be” process mapping and a clear delineation of “who does what” within those mapped processes. LEAN DARP will feature processes with fewer/no low-value activities and the elimination of duplicated effort by business units within any given mapped process. Org design, mapped processes, and role clarity are all sides of the same LEAN DARP Rubik’s cube. DILLON CONSULTING LIMITED www.dillon.ca Page 7 of 7 2.4 Transitioning DARP Org Design Changes – Be Deliberate The migration to a DARP One Stop Shop can be phased as per the sequence set out in the figure below. DARP “As Should Be” process mapping and “Who Does What” role clarity should be established before the required changes to the organization structure. Memo DILLON CONSULTING LIMITED www.dillon.ca Page 1 of 2 To: City of Pickering From: Dillon Consulting Limited & Performance Concepts Limited Date: October 2024 Subject: Pickering DARP Best Practice Scan – Case Study #3 (Streamlining #1– Overall Process Overhaul) Our File: File #237206 This memo has been prepared to summarize Case Study #3 (Streamlining #1 – Overall Process Overhaul) of the Development Approvals Review Process (DARP) Best Practices Scan that was undertaken by Dillon Consulting Limited and Performance Concepts (Project Team). Through our working sessions, we have identified the following key issues/priorities related to streamlining the overall DARP process through an overall process overhaul within the City of Pickering: • A need for a more consistent submission process for Applicants (i.e., creating an application submission portal, updated SOPs and TOR/user guides for Applicants, having standard naming conventions for application submission material, updating application forms to ensure they are text fillable, requiring a comment response matrix to Pre Consultation comments at the time of formal application submission). • A need to revise the application intake and circulation process, including how applications are deemed complete and with what level of review. • Other internal process efficiencies needed (i.e., process guides for internal staff on how to draft an OPA, etc.). As a result of these issues/priorities identified and Best Practice Scan, the City of Brantford’s DARP Process (2021) was identified as a strong candidate case study to examine further. 1.0 Case Study: City of Brantford DAP Process Like Pickering, the City of Brantford is continually challenged by major growth in the forms of infill growth in the existing built-up area, greenfield growth within the City’s traditional urban boundary, and new greenfield growth across boundary lands. Over the coming three decades, an estimated 29,000+ housing units will need to be approved across Planning/Engineering/Building DARP. This, coupled with the Province’s increased pressures on municipalities to accelerate their DAP processing velocity, required the City to consider overhauling their approval processes to deal with this continued growth surge and create a high-performance service delivery model. Through the DARP review, three “big picture” performance lenses were identified. The first was the DARP cost recovery/revenue stream lens. DARP fee design innovations and aggressive “growth pays for growth” fees pricing are critical ingredients to provide the fuel for robust/necessary DAP staffing investments. DILLON CONSULTING LIMITED www.dillon.ca Page 2 of 2 The second “big picture” performance lens is the DARP staffing/org design lens. A robust staffing model that delivers the right amount/right cross-disciplinary mix of staff processing hours is essential to high performing DARP. Councils are more likely to approve robust staffing investments when the DAP fees fuel or minimize/eliminate property tax subsidization. An optimal org design is the final ingredient. One- stop-shop integrated Planning/Development Engineering models can be effective and so can integrated development engineering/public works models. The third performance lens is the creation of “As Should Be” streamlined/coordinated DARP processes supported by modernized IT workflow tool solution. This would recognize that process innovations that improve up-front submission quality pay downstream dividends during effort intensive Technical Review Cycles. Delegated Council approvals to staff also pay significant processing time dividends. Further, to increase the quality of submissions being received at the City, a two-step review of applications was recommended to be established prior to deeming them complete. First, staff would do the traditional “piece count” to ensure everything requested was submitted; and second, they would undertake a “shallow dive” into the submission pieces to ensure they were adequate to commence a technical circulation. The City’s DARP business units/assigned staff would access the application submission package in AMANDA, and then target the content adequacy through a “shallow dive” review of the specific submission pieces to ensure they are accounted for. An interdisciplinary staff meeting would then be held to certify the application is adequate/complete or to deem it inadequate/incomplete. This adequacy/completeness decision would be made within 30 days, as per Planning Act requirements. If deemed complete, the file would proceed for Technical Review Cycle “deeper dive” review. High quality submissions by applicants are thus rewarded with an expeditious pivot to the Technical Review Cycle section of the DARP conveyor belt. The City of Pickering can consider implementing a similar overhaul of their development review process or consider specific lenses to focus on. Memo DILLON CONSULTING LIMITED www.dillon.ca Page 1 of 2 To: City of Pickering From: Dillon Consulting Limited & Performance Concepts Limited Date: October 2024 Subject: Pickering DARP Best Practice Scan – Case Study #4 (Streamlining #2– Focus on Higher Density Development) Our File: File #237206 This memo has been prepared to summarize Case Study #4 (Streamlining #2 – Focus on Higher Density Development) of the Development Approvals Review Process (DARP) Best Practices Scan that was undertaken by Dillon Consulting Limited and Performance Concepts (Project Team). Through our working sessions, we have identified the following key issues/priorities related to streamlining the process for higher density development within the City of Vaughan: • A need to have specific Terms of Reference and standards for different types of development, given the increase in medium to high-rise development applications in Pickering. • A need for review guideline examples from municipalities west of Pickering (or those who have already taken the leap towards substantial high-rise development) as opposed to relying on more strict guidelines from municipalities east of Pickering (who predominantly see low rise development). • Potential to establish and solidify a review team with a specific focus on certain types of development applications (i.e., Draft Plan of Condominium and Site Plan Control for high-rise development) in high density areas of the municipality. As a result of these issues/priorities identified and Best Practice Scan, the City of Vaughan’s Comprehensive Review of Development Review and Formulation Process (2021) was identified as a strong candidate case study to examine further. 1.0 Case Study: City of Vaughan’s Comprehensive Review of Development Review and Formulation Process (2021) Like Pickering, the City of Vaughan is a fast-growing municipality that is seeing its skyline continue to grow with substantial high-rise development concentration. The Vaughan Metropolitan Centre (VMC) is a downtown area poised for continued large-scale growth. To anticipate and accommodate this, the City of Vaughan established an interdisciplinary team-based approach to development review for applications submitted within the VMC. Not only does the City mobilize specific staff resources to this area of the City, they also created templates, meeting structures and other commenting practices with a specific focus on the VMC. The VMC uses a team-based model for development review that integrates core commenting partners (urban planners, urban designers, development engineers and transportation engineers) within a single DILLON CONSULTING LIMITED www.dillon.ca Page 2 of 2 organizational structure for increased collaboration. The team-based model is used by other comparable municipalities. Internal and external stakeholders consistently indicated that the VMC model has been highly successful. The benefits of a team-based approach include: • Improved coordination, collaboration and communication, which reduces interdepartmental conflict, accelerates application reviews timelines and improves service delivery levels; • Enhanced accountability for development applications; and, • Professional development opportunities for staff through consistent exposure to the expertise and experience of other team members. It was recommended that this team-based model be expanded to other high-growth areas in the City, which would allow the City of Vaughan to leverage the tools, templates and structures developed form the VMC in high-growth areas such as Yonge-Steeles with relative ease. A Terms of Reference was also recommended to be developed for this team-based approach, to identify membership, and establish the mandate, processes, and accountability structures. This would allow for clear and accurate governance. This team-based model can also be used for high-growth areas in the City of Pickering as a mechanism for dealing with complex high-rise projects. Recognizing the unique development opportunities, the City of Pickering can create a tailored service delivery model for the geographic area. Memo DILLON CONSULTING LIMITED www.dillon.ca Page 1 of 8 To: City of Pickering From: Dillon Consulting Limited & Performance Concepts Limited Date: October 2024 Subject: Pickering DARP Best Practice Scan – Case Study #5 (Cost Recovery – Growth Pays for Growth) Our File: File #237206 This memo has been prepared to summarize Case Study #5 (Cost Recovery – Growth Pays for Growth) of the Development Approvals Review Process (DARP) Best Practices Scan that was undertaken by Dillon Consulting Limited and Performance Concepts (Project Team). “Growth should pay for growth” has been the cost recovery mantra across Ontario’s municipal sector for decades. There is an enduring consensus that beneficiary pay principles should be applied to DARP fee design as well as Development Charge calculations to fund growth related capital and infrastructure investments. By adopting a growth pays for growth fiscal framework, Ontario municipalities have tried to avoid inappropriate property tax subsidization of new development by existing development. The growth pays for growth fiscal consensus has recently come under increased scrutiny as Canadian governments at all levels come to grips with the national housing supply/affordability crisis. Critics claim that municipal DARP fees and/or Development Charges are passed through to homebuyers and unnecessarily drive-up housing prices. SITUATION ANALYSIS: ONTARIO MUNICIPALITIES ARE TRAPPED IN A FISCAL VICE Ontario municipalities are caught in a tightening fiscal vice. The vice is structural and can be traced back to the constitutional subservience of municipal governments as creatures of the provinces in Canada’s federal system. The municipal sector fiscal vice in Ontario has the following characteristics described below. 1.1 Development Charge Cost Recovery Leakage The non-partisan Institute on Municipal Finance and Governance (IMFG) has conducted a thorough analysis of the current state of Development Charges in Ontario. The IMFG has documented a number of statutory flaws that seriously compromise municipal recovery of growth related infrastructure and other capital investments (see figure below). IMFG have concluded that at least 25% of municipal growth related infrastructure/capital costs are being transferred to existing development. Property taxes and water/sewer rates are inappropriately cross-subsidizing new development. The 25% fiscal impact of Development Charge leakage is often deferred via increased debt levels in capital budgets/forecasts. Debt is simply a deferred utility rate or property tax increase. DILLON CONSULTING LIMITED www.dillon.ca Page 2 of 8 The IMFG also refutes the claim that Development Charges inflate housing prices. The 25% Development Charge leakage creates highly problematic utility rate and property tax pressures. In order to slow down the trajectory of rate/tax increases, IMFG economists forecast municipalities would defer or halt development. The unanticipated impacts of retreating from Development Charge cost recovery would be less housing and higher prices due to increased supply-demand imbalances (see figure below). DILLON CONSULTING LIMITED www.dillon.ca Page 3 of 8 1.2 Infrastructure Funding Backlog The Province requires Ontario municipalities to develop detailed asset management plans that feature asset inventories, condition ratings, defined levels of service, and lifecycle based financial forecasts. Provincial Regulation 588-17 sets out the specific requirements. After a multi-year runway of preparations, municipalities are fast approaching the final implementation deadline in mid-2025. The Provincial rationale for mandating asset management cross the municipal sector is entirely justified – there is a pressing need for financially sustainable governance preserving the cost-effectiveness of taxpayer funded infrastructure. Traditional municipal decision-making has typically deferred difficult/expensive decisions around asset renewal versus asset replacement versus asset divestment. With Regulation 588-17 these important decisions about publicly funded infrastructure, facilities, equipment and fleets will no longer be postponed for political reasons. Municipalities will need to address asset lifecycle unfunded liabilities. The Financial Accountability Office of Ontario (FAO) has undertaken important analytical work to quantify the municipal sector infrastructure backlog (see figures below). The FAO has established a 2020 $45B to $59B range quantifying the municipal infrastructure backlog – which they highlight using a $52B midpoint estimate. The backlog is defined as the capital spending required to bring existing assets up to a State of Good Repair. The backlog $ estimate is almost certainly too low since $47B worth of municipal assets had undocumented condition ratings DILLON CONSULTING LIMITED www.dillon.ca Page 4 of 8 In the figure below the FAO concludes that 45% of municipal assets (worth $197B) are not in a State of Good Repair. The cost of repair requires $24.3B in renewal and $27.9 in rehabilitation – totalling $52.1B. The multi-year utility rate/property tax impacts of bringing assets back to a State of Good Repair were not quantified, but they are sure to be very significant - even with senior government funding support. DILLON CONSULTING LIMITED www.dillon.ca Page 5 of 8 1.3 Property Tax System Design Challenges Non-partisan academic evaluations have concluded that municipalities face a structural mismatch between service delivery responsibilities (drivers of spending) and revenue sources. The municipal reliance on property taxation is central to these evaluations. While property taxation is seen a stable/predictable revenue source, it has significant structural deficiencies. • Property taxes are regressive. Property values do not correlate well with personal income. They do not accurately reflect owner’s ability to pay. Homeowners with relatively modest incomes may reside in relatively valuable properties – a.k.a. high Current Value Assessments – that generate relatively higher property tax burdens. • The property taxation regime in Ontario permits municipalities to artificially redistribute tax burdens across property classes in ways that do not reflect their relative assessed $ values. Rental apartments are taxed more heavily than single family residences with the same assessed value. The relative degree of tax burden redistribution favouring single family residential taxpayers varies across Ontario municipalities. • Ontario’s base year for Current Value taxable assessment is 2016. The Province has so far been unwilling to update the assessment base; presumably due to the significant property tax burden shifts that would occur within and between property classes. Tax fairness becomes more difficult to achieve as the base year of Current Value Assessment ages over time. Every other province in Canada has updated the base year for property tax assessments while Ontario remains dependent on outdated 2016 values. 1.4 Implications of the Fiscal Vice and the DARP Fee Design & Cost Recovery Best Practice The Province has ratcheted-up regulatory pressures on municipalities to accelerate DAP processing velocity across their conveyor belt of applications. Bill 108 compressed “No Municipal Decision” timeframe triggers for an OLT appeal to almost-impossible-to-achieve levels (see table below). The “No Municipal Decision” timeframe triggers are measured in calendar days, as opposed to business days which can be defined as controllable file processing days. While now newly repealed, Bill 109 created unprecedented financial uncertainty across the Ontario municipal sector by mandating DARP fee refunds when municipalities failed to meet legislated decision timeframes. Municipalities now face the prospect of unwinding DARP process changes and fee design they recently put in place to deal with Bill 109 refunds. The shifting regulatory regime in Ontario continues to create uncertainty and destabilize DARP performance - hindering efforts across the municipal sector to generate streamlined housing approvals. DILLON CONSULTING LIMITED www.dillon.ca Page 6 of 8 Legislated compression of Planning Act processing timeframes have exacerbated already-problematic DARP resourcing chokepoints across numerous Ontario municipalities. Development approvals teams across Ontario suffer from chronic under-resourcing. Development Engineering teams (including designated subject matter experts) are especially prone to staffing chokepoints. Development Engineering staffing levels typically do not reflect the fact that Draft Plan of Subdivision applications generate multiple Detailed Engineering Review phases per approved Draft Plan. The result is a volume multiplier workload challenge when executing multiple Engineering DAP phases - with each phase requiring approval of infrastructure design packages, production of an Early Servicing Agreement, production of a Subdivision Agreement, and its own standalone lot Registration process. Modernized full-cost Planning/Engineering DAP revenue streams are required to fuel the necessary DARP staffing muscle and IT workflow tool investments that offer a fighting chance to secure reasonable/predictable processing timeframes. •Site Plan Section 41 “no municipal decision” trigger for OLT/LPAT is 30 calendar Days Pre-Bill 139 Bill 139 Bill 108 Official Plan Amendment or OPA/Re-Zoning Combo Pack 180 Days 210 Days 120 Days Re-Zoning 120 Days 150 Days 90 Days Subdivision Draft Plan 180 Days 180 Days 120 Days DILLON CONSULTING LIMITED www.dillon.ca Page 7 of 8 Full-cost DARP fee reviews can provide the technical justification necessary for growth pays for growth cost recovery that eliminate property tax subsidization burdens traditionally imposed on existing development. The figure below illustrates a “best practices” Activity-Based Costing approach to DARP fee calculations. Activity-Based Costing generates DARP fees based on granular estimates of processing effort expended by cross-disciplinary municipal staff teams across various Planning/Engineering/Building DAP delivery channels. DARP costs mirror these effort estimation pathways. DILLON CONSULTING LIMITED www.dillon.ca Page 8 of 8 Innovation in the design of Planning DAP fees is critically important for growth municipalities. Transitioning away from flat/fixed base fees for Subdivisions and Site Plans is necessary for optimal cost recovery. The alternative of a base fee ($) plus a per-unit/lot/hectare escalator ($) is an emerging best practice. Planning fees featuring a base + an escalator account for the added complexity of some applications versus others within a given DAP approvals category. Per unit escalators can be capped to recognize that the complexity/processing effort for larger files eventually plateaus. OLT fee appeals have latched onto open-ended per unit fee escalators as problematic and indefensible. 1.4.1 Go-forward DARP Cost Recovery Best Practice In the past, numerous Ontario growth municipalities have opted to discount their modeled 100% cost- recovery DARP fees to a lower 75% recovery level in order to share the burdens of DARP between applicants (new development) and property taxpayers (existing development). Historically, there was a public policy rationale for doing so, since DARP often addresses/considers the interests of existing development. However, the increasingly problematic fiscal impacts of the Province’s Fiscal Vice cannot be ignored. Property tax burdens cannot continue to support a DARP cost recovery discount to developers while simultaneously absorbing Development Charge cost recovery leakage plus the reversal of the $52B municipal sector infrastructure backlog via asset management Regulation 588-17. New housing development will need to absorb 100% of DARP processing effort through modernized base + capped escalator fee structures. The figure below – extracted from a recent DARP full-cost fees review conducted by Dillon/Performance Concepts - confirms that the quantum of DARP processing costs are relatively minor in terms of overall housing prices – typically hovering around/below the 1% range of market-driven housing purchase prices. Memo DILLON CONSULTING LIMITED www.dillon.ca Page 1 of 8 To: City of Pickering From: Dillon Consulting Limited & Performance Concepts Limited Date: October 2024 Subject: Pickering DARP Best Practice Scan – Case Study #5 (Technology & LEAN Transformation) Our File: File #237206 This memo has been prepared to summarize Case Study #5 (Technology & LEAN Transformation) of the Development Approvals Review Process (DARP) Best Practices Scan that was undertaken by Dillon Consulting Limited and Performance Concepts (Project Team). A modernized DARP technology platform typically consists of a portal, a documents management solution, a drawings mark-up application, and a workflow software tool. The various component pieces typically work in a hub and spoke configuration with the DARP workflow software tool playing the central role in driving LEAN performance improvement and service delivery transformation. DARP workflow tool functionality, configuration, and performance reporting capabilities will play an important role in Pickering meeting its Housing Pledge target of 13,000 new homes by 2031. 1.1 Applying Systems Thinking + Results Based Management to DARP DARP is a core municipal regulatory service. DARP requires complex/timely process execution involving a range of development industry participants and public sector actors working within and beyond the City. DARP service delivery is best understood via a systems approach. Labour and other inputs are organized into activities/processes that produced regulatory decision “products”. The horizontal complexities of DARP simultaneously processing numerous application files – with each file composed of detail oriented internal milestones – is daunting from an execution standpoint. The execution challenge is heightened by legislated timeframe pressures and the urgency of the current housing supply crisis. DAPR workflow software can play an important role in managing service delivery complexities and driving LEAN performance. DILLON CONSULTING LIMITED www.dillon.ca Page 2 of 8 Results Based Management (RBM) is a cyclical approach/model for achieving efficient and accountable municipal service delivery. The RBM cycle consists of Plan-Do-Check-Act components (see figure above). DARP performance targets and a properly resourced service delivery model define the “Plan” component. Consistent and dependable execution of mapped/measured DARP end-to-end processes define the “Do” component. The “Check” component involves the comparison of actual DARP results (i.e. application throughput timeframes) against performance targets. Based on the “Check” information and conclusions the “Act” component involves performance target refinements, resourcing adjustments and/or process execution changes. The RBM cycle is all about continuous improvement and LEAN performance. A modernized municipal DARP model should feature an RBM cycle supported by KPI-derived performance targets. 1.2 Towards a DARP LEAN Assembly Line In order to meet Plan-Do-Check-Act continuous improvement objectives, DARP must be configured using LEAN thinking. The figure below is instructive in the sense that DARP can be easily understood using Toyota-style assembly line concepts. A DARP workflow tool must be configured to manage and measure the Velocity of the various Planning, Development Engineering, and Building assembly lines. A DARP workflow tool can be configured to support/add rigour to service delivery processes specifically designed to drive LEAN assembly line Quality. By properly/accurately tracking Velocity and Quality within the workflow tool, and generating timely diagnostic reporting, assembly line consistency can be optimized. LEAN performance can be realized DARP Workflow Tool Drives Results Based Management DILLON CONSULTING LIMITED www.dillon.ca Page 3 of 8 when results based culture, “as Should Be” process execution, and workflow technology tools are in alignment. 1.3 DARP Workflow Functionality Test Whether Pickering uses the AMANDA workflow tool or any other commercially available solution, a series of functionality requirements must be secured. The basic architecture of a properly functioning DARP workflow solution is described in the figure below. Sandbox World is internal to City staff executing DARP. The DARP technology solution should include a bolt-on documents management solution to supply always-current data/drawings/comments. The central DARP workflow tool (e.g. AMANDA) should be configured to mirror/track “As Should Be” workflows/process milestones. Chess clock functionality can/should track the relative shares of controllable processing days the file is under the control of the City versus the applicant. Configuring processing drawbridges in the workflow tool (between completed versus pending file milestones) adds measurement rigor and discipline. Unless completed process execution milestone X is closed in the AMANDA workflow, process milestone Y cannot be completed. Building a DARP “LEAN” Assembly Line 1.Velocity of the DARP assembly line (timelines for generating DARP outputs) 2.DARP assembly line Quality (completeness/quality of applicant submissions & City technical review) 3.Consistency of the DARP assembly line (Maintaining/Tracking Velocity + Quality across multiple DARP files at any given point in time) DAP File“Black Boxes” DAP Assembly Line –LEAN Thinking in Action DILLON CONSULTING LIMITED www.dillon.ca Page 4 of 8 Portal World is the external viewfinder into the execution of DARP. External actors/stakeholders can gain useful insight into DARP application processing status/progression. Public accountability reporting versus targets can be viewed transparently. Portal World and Sandbox World align and are coordinated on both sides of a security/privacy firewall. Inside Sandbox world the DARP workflow tool can populate a series of diagnostic reports that can drive LEAN execution or populate an external publicly facing Scoreboard. Throughput timeframes should be the central focus of DARP measurement and reporting. Controllable file processing days – NOT calendar days – should serve as the standardized unit of throughput measurement. File processing days should be organized/reported according to a “chess clock” configuration based on file custody hand-offs between the City and the applicant. Firewall Portal World (External) Sandbox World (Internal to staff) “As Should Be” DARP Workflow/Process Milestones to document/track progress (# business days file under municipal control) KPI Dashboard –Actuals versus Targets Process discipline strengthened via milestone drawbridges triggered by business rules & countdown clocks •Applicants (View File Progress) •Public •Other Agencies (Sandbox Inputs from across Portal) DARP public reporting re. actual timelines versus targets One always-current set of technical submission data/drawings/comments AMANDA Must Meet DARP Workflow Tool Functionality Test DILLON CONSULTING LIMITED www.dillon.ca Page 5 of 8 The figure below sets out a detailed illustration of a DARP workflow tool configuration. Countdown clock throughput targets have been put in place. Actual throughput times between processing milestones are counted and then tracked against the targets. Controllable file processing days are assigned to the City or the applicant according to custody hand-offs. Chess clocks turn On/Off based on which party is in control of the file. 1.4 Performance Measurement & Target Setting Key Performance Indicators (KPIs) should measure categories of DARP processing outputs, as well as the throughput times associated with those output categories. Pre-consults, Application Submissions, and Required Functionality to Generate DARP Performance Metrics Requirements: 1.DAP file tracking & reporting of Actual versus Targeted Timeframes 2.Countdown clocks based on Municipal Controllable File Processing Days 3.Reporting on Applicant File Processing Days DARP File“Black Boxes” Milestone Tracking + Chess Clock On/Off Functionality ▪Workflow tool sets Countdown time based on a targeted timeframe to move from DARP processing milestone X to milestone Y ▪Workflow tool time stamps actual time to move from DARP processing milestone X to milestone Y ▪Clocks turn On/Off based on file custody “chess clock” with applicants Milestone A Milestone B Milestone C Day 1 Day 20Day 1 Day 20 Controllable Processing Days Controllable Processing Days File custody Chess Clock switch Clock On/Off DILLON CONSULTING LIMITED www.dillon.ca Page 6 of 8 Technical Review Cycles are all appropriate workload outputs to track across all DARP Planning application categories. When measuring throughput times for a core workload driver like Technical Review Cycles, the KPI design concepts outlined below are relevant. Percentile based reporting is about batting averages. What share of Site Plan Review Cycles take 30 days or less? Average based reporting focuses more on typical throughput speed. The number of required Review Cycles per application is another powerful metric focused on managing DARP throughput timeframes to a final application decision. 1.5 DARP Workflow Technology Evaluation/Diagnostic Criteria When evaluating functionality of an existing or new DARP workflow tool it is useful to have diagnostic criteria to inform the exercise. Our team has developed a checklist of 18 diagnostic criteria to support an evaluation of an existing DARP workflow tool configuration or a DARP workflow tool that is unconfigured or only partially configured. A DARP workflow tool that cannot check most/all of these functionality criteria will not deliver/support LEAN performance. Core Planning/Eng. DAP Processing Outputs 1.Pre-consults navigated forward to application submissions 2.Application submissions navigated forward to complete applications 3.Complete applications that move through Technical Review Cycles enroute to a municipal approval decision All 3 of these DAP outputs are countable & measurable! # Pre-consult Understandings generated # Submitted applications navigated forward to Deemed Complete # Technical Review Cycles executed KPI Design Concepts Technical Review Timeframes ✔Percentile approach (8 out of 10 Site Plan circulations in 30 controllable file days or less) ✔Average (Actual) Timeframes versus Average (Target) Timeframe Technical Review Cycle Counts ✔Percentile approach (6 out of 10 Site Plans in executed in < 3 circulations ✔Average Actual # circulations versus Average Target # of circulations DILLON CONSULTING LIMITED www.dillon.ca Page 7 of 8 AMANDA or Alternative Functionality Evaluation Tool #Functionality:Explanation:Priority:AMANDA Y/N 1 User Configurability Municipality IT support must be able to easily change process milestones, timeframe metrics and staff approval authorities internally Required 2 User Permission Setting Local municiplaity IT support must be able to create user accounts for internal staff and external agencies, with customizable permission settings Required 3 Integration with Land Parcel Information Systems (GIS) DAP Workflow Tool must link all Planning/Engineering and Building applications back to the orginating land parcel/property owner/applicant Required 4 Application Milestone Tracking / Current Status Track the progress / current status of each/every DARP file against/across standardized milestones linked together in a mapped process (DARP is horizontal/linear). Required 5 Application Milestone Measuring Have the ability to count "controllable business days" for each file based on the "chess clock" custody of the file (municipal custody + applicant custody)Required 6 System Wide Measurement (KPIs) Ability to count "system-wide" units of work (e.g. number of pre-consults, number of complete applications, number technical review cycles, number of approved applications, other KPIs etc) Required 7 Timeframe Target Setting DARP Workflow Tool must have the ability to set countdown clock performance timeframes for each milestone/application category Required 8 Timeframe Actuals Reporting DARP Workflow Tool must be able to report actual timeframes vs targets for each individual application and system-wide by application category Required 9 File Aging/Triaging DARP Workflow Tool must be able to provide "real time" progress status on files approaching timeframe target deadlines Optional 10 Staff Prompting DARP Workflow Tool must be able to prompt staff regarding file status, aging and file triage based on red, amber, green status or similar notifiation scheme Optional 11 Usable by all Business Units DARP Workflow Tool must be accessible by all DARP participating staff in the municipality Required 12 Intuitive/Friendly User Interface DARP Workflow Tool must be easy to understand, user-friendly and intuitive for both full time users and occasional part-time users from external agencies/actors Required 13 Document Version Manager Ability to access a constant "working" version of all Submission documents/attachments/staff comments while providing access to previous versions. Documents stapled to specific milestones. Creates file audit capacity. Required 14 Fee Calculation/Processing Workflow Tool functionality should include calculation and payment confirmation of DAP fees and Development Charges (at point of application or later) Optional 15 Training Vendor capacity to provide training relevant to applicants, consultants, external agencies and municipal staff Required 16 Cloud-based Service Delivery Will minimize internal support workload and support costs…also delivers baseline workflow tracking Required 17 Ease of Implementation/Deployment "Out of the Box" in two months or less Optional 18 Ease of Integration with Portal Simple user interface for external users using web-based portal Required DILLON CONSULTING LIMITED www.dillon.ca Page 8 of 8 1.6 DARP Technology Transformation Do’s & Don’ts Change initiatives succeed or fail for a variety of reasons. Among the classic causes of change project failure are the following: • Lacking a Change Vision • Under-communicating a Change Vision • Not Creating a Powerful Enough Guiding Coalition • Not Establishing a Great Enough Sense of Urgency • Not Systematically Planning for, and Creating, Short-Term Wins • Not Anchoring Changes in the Corporation’s Culture A DARP workflow tool is not an accounting or documents management tool. Its not a just an organizational tool to keep track of complexities. It is a LEAN transformation tool that drives performance forward by aligning information with targets and a results-based culture that is focused on keeping score and winning. The following Do’s and Don’ts reflect our teams DARP technology learnings around performance improvement. DARP Technology Do’s & Don’ts Do…. ü Commit to a Surge approach with abundant resources & realistic-but-ambitious timeframes…create focus and avoid losing momentum with overly long timeframes for project success ü Ensure DARP “must have” business needsdrive workflow tool functionality and not vice versa…this may require a better workflow solution if it cannot deliver ü Avoid automating“AsIs” workflows…Insiston automating LEAN “As ShouldBe” workflows ü Use the workflow tool to set performance targets & measure results…drive an accountability culture across the DARP team ü Strongly consider Cloud vs On-Prem solutions that already deliver strong out of the box configurations & reporting Don’t… §Underestimate theimportance ofa measurement friendly and results oriented culture…the workflow tool has tobe portrayed as a mission-critical information management backbone for DARP. Insist on tracking rigor despite predictable “…but I’m so busy” excuses §Accept anything other than timely/consistent population of the workflow tool every day…without accurate milestone documentation tracking though-puts (time stamping) nobody will trust your back-end performance measurement reporting §Settle for a half-way solution…everybody in DARP-world must be trained, must populate the tool, must have relatively wide access to see the end-to-end journey of files, and must have access to report card type performance reporting. Teams that keep score play harder §Pinch pennies. DARP is mission critical to the City & the economy. Spend what is required and recover it from non- tax fees or reserve funds Appendix B: Process Map Recommendations Table of Contents Symbol Meaning Mandatory flow of process Optional/additional flow of process Application intake and closure Internal meeting Action/AMANDA Action Reference to alternate process map Meeting Ap p l i c a n t Ad m i n i s t r a t i v e A s s i s t a n t Pl a n n e r Te c h n i c a l R e v i e w e r s Di v i s i o n H e a d (1) Submit Pre- consultation Request Resolve missing information, if applicable (3) Input into AMANDA (6) Conduct preliminary review, prepare technical comments, resolve interpretation issues. Provide comments to planner. (5) Conduct preliminary review, prepare technical comments, resolve interpretation issues (7a) Internal Vetting Meeting (if required) (9) Consolidate comments from external meeting and comments received from technical reviewers using template. Compete technical report checklist and update AMANDA (10) Finalize meeting minutes and technical report checklist (12) Issue final Pre- consultation Letter/Checklist to applicant and technical reviewers. Provide two weeks to applicant and technical reviewers to review prior to closing file. (Update AMANDA). (13) File closed Pr e -co n s u l t a t i o n Day 1 - 10 Day 10 - 30 Day 30 - 60 Day 61 Application Intake and Circulation Concept Review and Pre-consultation Meeting Consolidate Comments Preparation of Notes/Checklist, Division Head Review, and Issue Letter/Checklist Close Pre-consultation (8)Pre- con Meeting (4) Update AMANDA, upload material Confirm Complete application. Complete a Geomatics Request Form for Location Maps. Arrange meeting date with Applicant and internal reviewers (based on staff/key internal reviewers schedule). Send meeting invite (held virtually on Microsoft Teams). Complete City Development Voucher and provide to Finance. (11) Review Final Meeting Minutes and Checklist, Finalize document in AMANDA (2) Confirm request (7) Consolidate comments and issue preliminary comments to applicant (7a) Internal Vetting Meeting (if required) (7a) Internal Vetting Meeting (if required) (8)Pre- con Meeting (8)Pre- con Meeting (8)Pre- con Meeting (3) Assign the application to a Planner in AMANDA Planner and Engineering review the application submission for completeness and a preliminary quality check Planner makes completeness decision in AMANDA, which automatically produces an acknowledgement letter and request for fee payment Planner notifies GIS Technologist to create a location map Planner distributes the circulation letters for departments and agencies and prepare notice of complete application Existing process New process Application Intake & Adequacy Check Administrative Assistant to update the City’s website with application information Planner and technical reviews begin their technical review of the submission materials Planner to coordinate with Division Head, Ward Councillors, and Applicant as applicable Administrative Assistant to coordinate a date for an open house, book facilities for open house, prepare notice of open house, prepare notice sign Existing process New process Intake and Technical Review Cycles Administrative Assistant to issue notice sign to applicant; update website to include notice; request geomatics to make poster boards; and prepare materials for open house Administrative Assistant to mail out public notices to a radius of 150 m or greater, as requested by Ward Councilor Mandatory Open House Planner to consolidate comments received by the public, Council, and City departments; and draft status letter Existing process New process Voluntary Open House Planner to upload status letter into AMANDA, which automatically notifies applicant. Applicant resubmits documents, if necessary Planner and Engineer to review revised application and discuss with Division Head, if necessary If application is complete, Planner to automatically notify applicant and circulate to technical reviewers in AMANDA. If incomplete, Planner to notify applicant for additional materials automatically in AMANDA Technical reviewers to conduct/continue technical review of submission materials Existing process New process Resubmission Planner to issue review reminder to technical reviewers automatically through AMANDA and consolidate comments as they are received Administrative Assistant to prepare public notice sign, notice of statutory public meeting, memorandum to Clerk’s Department, and Agency List for the Clerk’s Department Administrative Assistant to email notice sign to applicant for posting, provide outstanding information to the Clerk’s Department, and update the City’s website Planner to draft the recommendation report, draft OPA/ZBA by-law, and coordinate with GIS Technician to create maps and exhibits Existing process New process Preparation for Planning and Development Committee Clerk’s Office to confirm that no appeals have been filed, or if an appeal has been processed, if applicable Administrative Assistant to prepare memorandum to Council notifying receipt of appeal process Chief Planner and Division Head to review memorandum to Council and provide approval to Administrative Assistant Administrative Assistant to finalize the memorandum and issue to Clerk’s Department Existing process New process Appeal Process General Process Recommendations Applicable to all DARP Files •All intakes and file document to be conducted in AMANDA. •Leverage Administrative Assistant where possible. •Automate in AMANDA or other technology solutions where possible. •Reduce manual inputs where possible by using automated templates in AMANDA. Appendix C: Implementation Timeline Appendix D: Engagement Feedback Summary Internal City of Pickering Engagement Sessions Internal Engagement Session 1 Lack of standardized Pre-consultaƟon meeƟng schedule. Two different Pre-consultaƟon processes for development applicaƟons and land division. The overall quality of applicaƟons received by the City are generally high. Lack of formalized disƟncƟon of when to conduct a property inquiry/development due diligence, zoning cerƟficate, or formal Pre-consultaƟon. Inefficient method of tracking applicaƟons or inquiries for a property in the Planning Department, although this is parƟally developed for the Building Department. MulƟple memos sent to reviewers for noƟficaƟon. Lack of standardizaƟon for file naming, formaƫng, storage. No consistent applicaƟon submission portal. Planning takes on a lot of administraƟve roles which slows down applicaƟon review. Lack of staffing resources in the Legal Department to process appeals. Lack of an internal legal specialist devoted to development and planning. Standard OperaƟng Procedures and process guides are rudimentary and are not consistently stored, used, or referenced. Internal Engagement Session 2 The formal Pre-consultaƟon process typically marks the beginning of a planning applicaƟon, although informal discussions with Planning staff prior to Pre-consultaƟon is common. Standardized comments are someƟmes provided, although it depends on the type and/or complexity of the applicaƟon. Design standards currently exist and are regularly updated. The overall quality of applicaƟons received by the City varies and relies heavily on the consultant and their familiarity with the Pickering standards. Many people in the department are involved in receiving, preparing, reviewing, and providing technical comments. Issues with meeƟng agreed upon turnaround Ɵmelines and subopƟmal communicaƟon between departments. Staffing resourcing limitaƟons coupled with the underuƟlizaƟon of third-party review or maintaining a roster of consultants with pre-approved work plans. Lack of city-wide training and access to AMANDA. Internal Engagement Session 3 The level of involvement in Pre-consultaƟon for departments outside of Planning depends on the complexity of the applicaƟon. Some standard Pre-consultaƟon comments are issued to the applicant. File transfer is someƟmes done by compressed ZIP Files and local file downloads. MulƟple technology tools used across City departments for file management and communicaƟon (BlueBeam, Prism, MS Teams, email, etc.) No condiƟonal site plan approval or condiƟonal servicing agreements. Lack of standardized fee collecƟon model (Moneris, EFT, cheques, and e-transfers are all used). The annual City-wide budgeƟng exercise only considers corporate wide budgets and is not detailed on a department basis, which can make the findings difficult to understand from a cost recovery perspecƟve. General staffing issue with limited staff members acƟng in backup or secondary roles. Lack of staffing to support technological roll out (development, implementaƟon, training, etc.). Internal Engagement Session 4 SAP system was recently introduced, full EFT rollout has been put on hold to prioriƟze implementaƟon of SAP. Lack of consistency for charging the correct fees for planning applicaƟons. MulƟple payment types accepted and used which can lead to confusion and administraƟve inconsistencies (in-person check, mail-in check, in-person credit card, EFT, eStore, AMANDA, Core, etc.) EFTs do not indicate the applicable project/applicaƟon number, leading to wasted effort in connecƟng a payment to an applicaƟon. Many departments are not trained on the use of AMANDA, reflecƟng a technological discrepancy between departments. Internal Engagement Session 5 Regularly scheduled meeƟngs with between internal departments to discuss workflow and Ɵmelines were previously held but were stopped due to an increased workflow of internal departments, resulƟng in weakened intra-departmental communicaƟon. Lack of formal design standards. ExpectaƟons are not always clearly communicated during technical review. Internal Engagement Session 6 InformaƟon sharing is not standardized between departments due to differing technology tools, varying workflow prioriƟes, and busy staff. The exisƟng templates used for draŌing legal agreements are useful and are based on precedent cases managed by the City. Lack of formal communicaƟon with regards to deadlines, assignment of work, and project status. Overworked staff members with limited delegaƟon of tasks. Lack of formal project tracking/status tracking. Informal document management and version control. Internal Engagement Session 6 Strong exisƟng network of communicaƟon and strong sense of knowing who to speak to for various components, although lack of status tracking can present challenges to understand file leads. There is a sense of trust between departments to inform the other of potenƟal applicaƟons, issues in applicaƟons, etc. Strong connecƟon to the development community. Digital file sharing is currently done through email and SharePoint. Comments are provided through an email response (no memo) or verbal response. The departments who are not technical reviewers but sƟll involved within planning and development operaƟons could benefit from more frequent updates on ongoing applicaƟons or to have the ability to quickly check applicaƟon statuses. Internal Engagement Session 7 AMANDA was primarily introduced as temporary in 2002 but has never been fully adopted. The lack of historical cultural shiŌ to use AMANDA and conƟnuaƟon of using various tools in different departments has had lasƟng results. Only 10%-15% of a planner’s work is done in AMANDA. AMANDA could be configured to track effort on applicaƟons and turnaround Ɵmelines, but it has not been configured this way. Building, Engineering, and Planning applicaƟons do not overlap in the same workflow tool, even if it’s related to the same property. Lack of required staffing resources available to adequately process development applicaƟons and funcƟon comfortably. Internal Engagement Session 8 The City is generally supporƟve of development, efficiency, building homes faster, and being customer focused. Efficiency and streamlining the process while remaining customer focused should be the main outcome of any transformed DARP model. Main City issues are parking, greenspace, transit supporƟve communiƟes, greenfield growth, and intensificaƟon of the City centre. External agencies tend to not work together which results in communicaƟon and review challenges. The Mayor typically meets with staff at the beginning of the process and again at the end to advance the back-end process. Internal Engagement Session 9 Consistent challenges with waiƟng on comments from external agencies. The City deals with the applicants very well, there is a collaboraƟve process in place. ApplicaƟons are oŌen waiƟng on comments from the same City departments that have staffing and workflow issues. City has implemented a digital automaƟon strategy and completed an IT Capability Study to assess the possibiliƟes and capabiliƟes of technological soluƟons. Internal Engagement Session 10 Concern that the role of council and the ability to incorporate interest into the planning process is decreasing with the streamlined approval process. The planning checklists/requirements don’t always reflect the large-scale goals of the City. Internal Engagement Session 11 Lack of awareness of the City’s public development applicaƟon informaƟon reflects the need for beƩer communicaƟon and awareness to reduce effort on low value updates from staff. On occasion,there may be conflicƟng comments between internal City technical reviewers. BeƩer collaboraƟon could be beneficial. Desire for increased public awareness of the development approvals process, including several significant recent changes. A simple quick win could be developing plain language noƟces to make the process more accessible to the public. External Agencies ConsultaƟon External Engagement Session 1 Strong working relaƟonship with Pickering staff and saƟsfied with the level of engagement in planning review. DARP tracking systems are not aligned with those of other nearby municipaliƟes within the region. Generally appropriate use of strong mayor powers in Pickering. The three-week turnaround for Pre-consultaƟon is typically enough Ɵme for external reviewers. External Engagement Session 2 External reviewers are typically circulated on all applicaƟons, even if applicaƟons are not fully included in the area of experƟse. This approach is preferred, albeit less efficient. External reviewers do parƟcipate virtually in Pre-consultaƟon meeƟngs for complex or notable applicaƟons, although involvement in Pre-consultaƟon is not regular. Pickering staff are accessible and there are strong lines of communicaƟon. External reviewers have different technological soluƟons compared to Pickering. External reviewers could benefit from being able to see comments from other reviewers/agencies. External Engagement Session 3 DARP is typically a slow process, with the back end of development applicaƟons taking a significant amount of Ɵme. While communicaƟon with the City is generally good and staff are cooperaƟve, there is a lack of effecƟve meeƟng scheduling. Submission expectaƟons are clear and planning staff provide updates. However, the process is inefficient due to extended Ɵmelines. The City struggles to keep up with the high volume of applicaƟons which affects the efficiency of the overall process. The City uses a template for Pre-consultaƟon checklists without much discreƟon which adds Ɵme to the process, especially in areas like Seaton where old guidelines are grandfathered in. External agencies are oŌen difficult to deal with and not bound by municipal approval Ɵmeframes, causing addiƟonal delays. The City Clerk handles approvals and condiƟons efficiently, but there are oŌen administraƟve hold-ups in issuing comments due to a significant amount of sign-off needed. Staff are overwhelmed, leading to slow approval, inspecƟons, and securiƟes release. A peer review system is suggested to alleviate staff workload. External Engagement Session 4 Strong communicaƟon with Pickering staff but there is no ability to track progress of applicaƟon (potenƟal for GIS Mapping or online applicaƟon tracking). External agencies can cause delays in technical review, not necessarily Pickering. While the City does their best to manage, there can exist conflicƟng technical review comments between departments/reviewers. Lack of standardized and regularly enforced guidelines for engineering/transportaƟon. The early public meeƟng process flushes out certain details and allows applicants to respond to the public comments, later minimizing public concerns at the formal meeƟng. External Engagement Session 5 There is a suggesƟon to consider condiƟonal building permits to expedite the building process. Bi-weekly meeƟngs with the principal planner and a building department representaƟve are held to ensure the applicaƟon process is smooth and complete. RecommendaƟon for having a dedicated person in Pickering to manage growth and support economic development. The primary focus is on obtaining approval rather than fee refunds. Challenges with external agencies include general poor responsiveness. ParƟcipaƟon in Economic Development meeƟngs fosters relaƟonships with the city and support a well-facilitated development community. Recommends a gradual implementaƟon of technology as opposed to a rollout of new all new soŌware or processes. External Engagement Session 6 Challenges exist in awaiƟng comments or approval from some departments who are generally understaffed and deal with limited workflow processing capabiliƟes. CoordinaƟon between internal departments and external agencies needs improvement, as conflicƟng comments from different agencies are common. It is recommended that planners screen for conflicts before issuing comments. There is a need for more clarity from the City regarding the Ɵmeline and noƟficaƟon of trigger points for the release of securiƟes. Overall, the City can benefit from beƩer communicaƟon, coordinaƟon, and structured processes to address delays and inefficiencies in the development applicaƟon process.