Bolton Community Improvement Plan - Town of Caledon

Bolton6.2 Interpretation............................................................................................................................................406.3 Timing ......................................................................................................................................................406.4 Administration of Municipal Leadership Strategy.....................................................................................406.5 Administration of the Financial Incentive Programs.................................................................................406.6 Financial Management of Financial Incentive Programs .........................................................................416.7 General Eligibility Requirements of the Financial Incentive Programs ....................................................416.8 General Process and Submission Requirements of the Financial Incentive Programs...........................446.9 Application Process for the Financial Incentive Programs.......................................................................456.10 Marketing Strategy...................................................................................................................................487.0 Conclusion....................................................................................................................................................51ii

Boltone) Implement design principles and guidelines with respect to built form, streetscape, and open spaces, forexample, as part of the eligibility criteria to access the CIP’s Financial Incentive Programs; andf) Provide an Implementation and Monitoring Program for the Bolton CIP.1.6 Companion Urban Design GuidelinesThe Bolton Urban Design Guidelines, which have been prepared as a companion document to this CIP, will beimplemented in connection with the CIP program.The purpose of the UDG is to:a) Identify design principles and guidelines with respect to built form, facades, streetscape, and open spaces,for example;b) Educate property and business owners as to the Town’s principles and guidelines for design;c) Provide eligibility criteria for CIP’s Financial Incentive Programs, with respect to design; andd) Provide the Town with a tool for the review and evaluation of applications for Financial Incentive Programsand supporting materials.4

Bolton2.0 Bolton Community Improvement Strategy2.1 Bolton’s Critical NeedsAs part of the preparation of the Bolton Community Improvement Strategy, a critical needs assessment wasundertaken in order to document the conditions and identify the strengths, weaknesses, opportunities, and threatsin Bolton. The assessment built upon on work that had previously been completed by the Bolton CommunityImprovement Task Force. It also took into account the results of the Town’s participation in the First ImpressionsCommunity Exchange, which was held in July of 2008.In accordance with the priority areas identified by the Town and the BCITF, the critical needs assessment focusedon:a) The Bolton historic core;b) The Regional Road 50 Commercial Corridor; andc) The Industrial Areas of Bolton.Each of these areas was assessed based on:a) Several site visits (including a Town staff-led tour of the historic core, commercial corridor, and industrialareas) which inventoried issues related to built form, infrastructure, parking configuration and availability,the public realm, pedestrian spaces, and development character;b) A review of background documents from the Town of Caledon, including Economic Development reports,Town By-laws, existing Urban Design Guidelines, and meeting minutes and results of a SWOT analysisundertaken by the BCITF;c) A review of the planning policy context, as provided by the Town of Caledon Official Plan, including criteriafor the identification of a Community Improvement Project Area;d) A preliminary investigation into the potential for “brownfield” sites in each of the areas of Bolton; ande) Input and feedback from the project Steering Committee, stakeholders, and the public.A detailed summary of the results of the critical needs assessment is provided in Section 5.0 of the BoltonCommunity Improvement Strategy.The results led to the identification of Goals and Objectives for Community Improvement in Bolton, and to theidentification of a Community Improvement Project Area, as introduced in the following Sections. As well, theresults were used to develop the Municipal Leadership Strategy and Programs, and Financial Incentive Programsavailable to eligible property owners as part of this CIP in order to stimulate and leverage private sector investment.Bolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 20115

Bolton2.2 Bolton Community Improvement Project AreaThe Council for the Town of Caledon has designated the Community Improvement Project Area (CIPA) for theBolton CIP. The Bolton Community Improvement Plan applies to all lands included within the designated CIPA.The Bolton CIPA was identified as part of the preparation of the Bolton Community Improvement Strategy and isconsistent with all applicable legislative and policy direction/requirements. The CIPA is based upon the results ofthe critical needs assessment and consultation with the Town’s CIP Steering Committee, the BCITF, localstakeholders, and members of the public.For a detailed discussion of the identification of the Bolton Community Improvement Project Area, applicants maywish to refer to the accompanying and supporting Strategy, which includes “checklists” for each of the historic core,commercial corridor, and industrial study areas, and apply the Town’s criteria for selecting CIPAs (provided bySection 5.17 of the Town’s Official Plan).The Bolton Community Improvement Project Area, generally includes:a) Lands designated “Bolton Core” by Schedules C and C-1 of the Town of Caledon Official Plan;b) Lands located north of the Bolton Core including the Humber River, in recognition of this area’s role as agateway to the Bolton core and potential to serve as a park/public gathering space;c) Lands located south of the Bolton Core including the Albion Bolton Community Centre and Fairgrounds, inrecognition of this area’s role as a gateway to the Bolton Core and as a public gathering space;d) Lands designated “Bolton South Hill Commercial Area” and “Bolton Highway 50 Commercial Area” bySchedule C of the Town of Caledon Official Plan; ande) Lands designated “Industrial” by Schedule C of the Town of Caledon Official Plan (including the existing,older industrial lands and excluding the newer, developing industrial lands).Please note that in order to be eligible for any of the incentive programs available in accordance with Section 4.0 ofthis CIP, all projects proposed by eligible applicants must be within the designated Community Improvement ProjectArea.2.3 Goals and Objectives for Community ImprovementGoals of the CIPThe goals of the Bolton Community Improvement Plan have been developed based on the critical needsassessment of the study areas, identified in Section 2.1. They are consistent with legislation for communityimprovement planning and applicable Provincial policy. They build upon the Town’s Official Plan policies,Economic Development Strategy, and the goals for community improvement as identified by the BCITF.The goals of this CIP are to promote beautification and prosperity in the Bolton Community Improvement ProjectArea by:6

Boltona) Improving Bolton’s public infrastructure, and social and recreational facilities/services in a coordinatedmanner that reflects local issues, the Town’s priorities, and financial resources;b) Encouraging, supporting, and aiding in the coordination of private sector investment;c) Promoting the planning or replanning, design or redesign, resubdivision, clearance, development orredevelopment, construction, reconstruction and rehabilitation, and/or the improvement of energy efficiencyof buildings or properties;d) Improving the tax assessment base and revenues for the Town and the Province of Ontario;e) Endorsing the economic development and competitiveness of Bolton in order to create a diverse andsustainable economic base;f) Retaining and increasing live/work, shopping, and tourism opportunities within the Bolton historic core andcommercial corridor, and employment opportunities within the older industrial areas;g) Improving the physical environment and visual qualities of the Bolton historic core, commercial corridor,and older industrial areas in a manner that is consistent with the Town’s design principles and guidelineswith respect to built form, built form, streetscape, landscape, and architectural detail; andh) Protecting and enhancing the environmental features, and unique attributes, nature, and identity of Bolton.Objectives of the CIPThe objectives of the Bolton Community Improvement Plan are identified below and are intended to accomplish thegoals of this Plan.The objectives of this CIP are to:a) Use municipal resources to demonstrate leadership in the planning or replanning, design or redesign,resubdivision, clearance, development or redevelopment, construction, reconstruction and rehabilitation,and/or the improvement of energy efficiency of buildings, properties, or infrastructure within the designatedCommunity Improvement Project Area;b) Provide grants and refunds to eligible property owners in order to encourage the planning or replanning,design or redesign, resubdivision, clearance, development or redevelopment, construction, reconstructionand rehabilitation, and/or the improvement of energy efficiency of privately-owned buildings or propertieswithin the designated Community Improvement Project Area;c) Increase the number of property and business owners who improve the physical environment and visualqualities of buildings or properties within the designated Community Improvement Project Area;d) Implement the environmental goals for the Town of Caledon, as established by the Region of Peel OfficialPlan, and the Town of Caledon Official Plan, Environmental Progress Action Plan, and Green DevelopmentStandards, for example; ande) Monitor the performance of the Bolton Community Improvement Plan on an on-going basis to ensure thatthe goals of the Plan are being met.Bolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 2011777

Bolton2.4 Community Improvement ProgramsIn addition to identifying the boundaries of the designated CIPA for Bolton, the Bolton Community ImprovementStrategy also outlined some of the actions required in order to achieve redevelopment, revitalization, prosperity,and beautification of the historic core, commercial corridor, and industrial areas of Bolton.Generally, the Strategy for community improvement in Bolton identified a need for:a) Municipal Leadership Strategy and Programs that will apply municipal resources to contribute to, motivate,and assist in community improvement activities and undertakings; andb) Financial Incentive Programs that will be available to eligible property owners in order to stimulate andleverage private sector investment.Based on consultation with the Town’s CIP Steering Committee, stakeholders, and members of the public, theBolton Community Improvement Plan presents a number of specific programs that respond to the findings andrecommendations of the Bolton Community Improvement Strategy. The following sections of the CIP present thedetails of these programs.8

Bolton3.0 Municipal Leadership Strategy3.1 PurposeThe Bolton Community Improvement Strategy identified the need for a Municipal Leadership Strategy andPrograms that will contribute to, motivate, and assist in community improvement in Bolton. In response to thatneed, this CIP outlines a number of municipally-led initiatives that enable the Town of Caledon to provide proactiveand visible leadership, coordination, and support for the revitalization, redevelopment, and enhancement of Bolton.The Municipal Leadership Strategy described in the following section represents a short to long-term strategy onthe part of the Town to focus its efforts and financial resources on public sector investments and actions. TheMunicipal Leadership Strategy is designed to act as catalysts to further encourage private sector investment in thedesignated Bolton Community Improvement Project Area.The Town may engage in any of the initiatives outlined below as part of the implementation of the CIP, subject tothe Town’s capital budget and the availability of resources. An indication of the anticipated timing, as identified bythe Town or as recommended by the consulting team, is provided as a target for implementation.3.2 DescriptionThe following table provides an overview of the details of each of the initiatives included as part of the MunicipalLeadership Strategy.Table 1: Municipal Leadership Strategy ProgramsProgram Details AnticipatedTiminga) BoltonCommunityImprovementPlan ReviewPaneli. The Town may establish a Bolton CIP Review Panel,which will be responsible for all administrative tasksrelated to the implementation of the CIP, as indicated inSections 6.4 and 6.5 of this Plan.ii. One member of the Bolton CIP Review Panel may bedesignated as the Panel Chair, and will be responsible foridentifying roles/responsibilities for members of theReview Panel.• Recommendedas a high priorityinitiative withimmediateimplementationin 2009, uponthe adoption ofthe CIP.iii.Roles and Responsibilities may include reviewing andevaluating all CIP incentive program applications andsupporting materials against program requirements,including guidelines for urban design, and presentingrecommendations to Council for approval or refusal.iv. The Review Panel may be made up of a multi-disciplinaryteam of Town staff to ensure that a variety of interests areBolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 20119

BoltonProgram Details AnticipatedTimingconsidered when evaluating applications. The teamshould include representatives from the Town’sdepartments, including Building and By-law Enforcement,Corporate Services, Economic Development andCommunications, Planning and Development, PublicWorks and Engineering, and Recreation and PropertyServices.v. In addition to a Bolton CIP Review Panel, the Town mayalso wish to assign a CIP administrator from theappropriate Town department in order to manageadministrative tasks associated with the implementation ofthe CIP. For instance, the administrator may beresponsible for identifying roles/responsibilities formembers of the Review Panel, convening Review Panelmeetings, preparing Recommendation Reports, attendingCouncil meetings, liaising with applicants, etc. In theabsence of a CIP Administrator, the CIP Review Panel willbe responsible for these tasks.b) MarketingStrategyc) Municipal By-lawEnforcement /Reviewi. Upon adoption of the Bolton CIP, the Town may promotethe CIP and its incentive programs through a MarketingStrategy, as described in Section 6.10 of this Plan.ii. The Strategy may be targeted to local businesses andorganizations within the CIPA in order to educate eligibleproperty and business owners about the opportunitiesavailable through the Bolton CIP.i. The Town may enhance Town By-law enforcementactivities within the CIPA in respect to buildingmaintenance, signage, and open storage screening inorder to improve the physical and visual qualities of Boltonii. In addition, the Town may undertake a review of anymunicipal By-law, such as the Town’s Sign By-law, inorder to update requirements so that they are consistentwith the goals and objectives of community improvement,as identified by this Plan.• Recommendedas a high priorityinitiative withimmediateimplementationin 2009, uponthe adoption ofthe CIP.• Recommendedfor on-goingimplementationfrom 2009 to2019.d) Open Space andPedestrian andCycling Networki. Section 5.4 of the CIP Strategy identified an open spaceand pedestrian and cycling network in Bolton that ischaracterized by unlinked open spaces, sidewalks, trails,• Recommendedas a mediumpriority, long-10

BoltonProgram Details AnticipatedTimingLinkage Programii.and public washroom facilities.As a long-term initiative, the Town may invest in theestablishment of new open spaces and the developmentof new sidewalks and trails within the CIPA, in order to:- develop a more complete network that willimprove the potential for cycling, leisure,recreational, and cultural activities;- increase public access to the Humber River; and- encourage pedestrian movement and cycling,and offer alternatives to the use of automobiles.term initiative,withimplementationin 2009 to 2014.iii.Potential linkages that would contribute to completing theopen space and pedestrian and cycling network areidentified in the CIP Strategy, and may guide the Town’slinkage program.e) StreetscapeImprovementsi. Section 5.4 of the CIP Strategy identified a number ofstreetscape improvement opportunities, specific to thehistoric core, commercial corridor, and older industrialareas, in order to:- improve the physical and visual qualities ofBolton;- protect and enhance the unique attributes,nature, and identity of Bolton; and- provide amenities that are conducive to apleasant pedestrian environment.• Recommendedas a highpriority, longterminitiative,with on-goingimplementationfrom 2009 to2019.ii.The Town may invest in the following improvements withinthe CIPA in order to implement the recommendations ofthe CIP Strategy:- develop of a continuous sidewalk network;- use consistent sidewalk materials anddimensions;- implement principles of barrier-freedesign/universal access; and- implement additional street furniture such asBolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 2011111111

BoltonProgram Details AnticipatedTimingbenches, lighting, street signs, banners, treesand planters.iii. With respect to improvement to the Regional Road 50corridor, this Municipal Leadership Program may beundertaken in partnership, or with assistance from, theRegional Municipality of Peel.f) Roadway,Crossing, andIntersectionImprovementsi. Section 5.4 of the CIP Strategy identified a number ofroadway, crossing, and intersections improvementopportunities in the historic core, commercial corridor, andolder industrial areas in order to create a safe andcomfortable environment for pedestrians.ii. The Town may invest in the following improvements withinthe CIPA in order to implement the recommendations ofthe CIP Strategy:• Recommendedas a highpriority, longterminitiative,with on-goingimplementationfrom 2009 to2019.- add bike lanes to the road cross-section;- reduce lane widths and introduce medians in thecommercial corridor;- implement marked crossings (paintedwalkways/cobblestone); and- implement crossing signals.iii.With respect to the Regional Road 50 (RR 50) specifically,upon completion of the Bolton Arterial Road, the Townmay, in partnership, or with assistance from, the RegionalMunicipality of Peel, implement the followingimprovements to RR 50:- coordinate access from RR 50;- address on-street parking;- reduce lane widths and introduce medians;- improve pedestrian amenities; and- establish a public transit route along RR 50 thatwill help to link Bolton to the broader Town andRegion.g) Transit Oriented i. The Town may work with GO Transit and other Inter- • Recommended12

BoltonProgram Details AnticipatedTimingDevelopmentStrategyii.Regional transit operators to develop a service strategyfor both bus and rail services that will best serve thecommunity of Bolton’s needs.The strategy may address issues such as stationlocations, stop locations, bus and rail routes, frequency,access to parking, and design integration with thesurrounding buildings and land uses.as a low priorityoption, withimplementationin 2013 orbeyond.iii.The strategy may also address other transit and publictransportation options.h) Update to theTown Parking /IntensificationStudyi. The Town may undertake a review of the existing BoltonDowntown Core Public Parking Study (April 2004), inorder to update the public parking options and associatedimprovements in Bolton core.ii. The Town may wish to combine this study with anintensification study that explores the developmentpotential of the core in ways that are respectful of theexisting historic character.• Recommendedas a mediumpriority initiative,withimplementationin 2009 to 2014.iii.The study may also investigate the potential and feasibilityto relax parking standards within the Bolton core in orderto promote intensification.i) MunicipalAcquisition ofLand for RoadReconfigurationand Open Spacesiv. The Town may also expand the study to consider publicparking in the commercial corridor.i. Section 5.4 of the CIP Strategy identified severalopportunities for municipal land acquisition. For example:- in the industrial area where the existing roadnetwork is incomplete, the Town may acquireland in order to reconfigure the roadways andimprove road connections andtruck/car/pedestrian movement; and- in addition to the Town’s existing plans for thedevelopment of parks and open spaces along theHumber River, there are opportunities for theacquisition of land to develop and link publicopen spaces.• Recommendedas a low priorityoption, withimplementationin 2010 to 2015.ii.The Town may undertake municipal land acquisition inBolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 2011131313

BoltonProgram Details AnticipatedTimingaccordance with Section 28 of the Planning Act, in orderto reconfigure roadways and increase the number ofpublic open spaces.14

Bolton4.0 Financial Incentive Programs4.1 PurposeThe Bolton Community Improvement Strategy identifies a need for Financial Incentive Programs that could beavailable to eligible property owners in order to stimulate and leverage private sector investment. This CIP outlinesa framework for the Town to offer a variety of incentive programs to eligible applicants that will help achieve thegoals and objectives outlined in Section 2.3 of the Plan. Availability of these programs and incentives will beevaluated and decided upon by Council on the basis of what will serve the community best at any point in time overthe implementation of the CIP.This Plan profiles a menu of the following Financial Incentive Programs:• Tax Increment-Equivalent Grant Program;• Development Charge Grant Program;• Application and Permit Fee Grant Program;• Building and Façade Improvement Grant Program;• Mixed-Use Construction/Conversion Grant Program;• Energy Efficiency Retrofit Grant Program;• Landscape Improvement Grant Program; and• Environmental Study Grant Program.For all of the incentive programs offered, there are General Eligibility Requirements (outlined in Section 6.7) thatmust be met in order to be eligible to access the financial incentives for community improvement within the BoltonCommunity Improvement Project Area. In addition, for each Financial Incentive Program, there are ProgramSpecific Eligibility Requirements, which are outlined in the tables provided in the following sections.As described in Section 6.6 and indicated in the following tables, Council will establish an annual budget for theimplementation of the Bolton Community Improvement Plan, and specifically for the provision of incentives as partof the Financial Incentive Program based on priority.In most cases, the Financial Incentive Programs made available through the Bolton Community Improvement Plancan be used individually or in combination with another CIP Financial Incentive Program (or any other existingTown incentive program) in accordance with Table 11 in Section 6.7 and as indicated in the following tables.However, this does not apply to the Tax Increment-Equivalent Grant Program, which cannot be used in combinationwith any other incentive program.4.2 Tax Increment-Equivalent Grant ProgramTable 2 provides applicants with the program specific details and requirements of the Tax Increment-EquivalentGrant Program.Bolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 201115

BoltonTable 2: Tax Increment-Equivalent Grant Program Specific DetailsTax Increment-Equivalent Grant Program Specific Detailsa) Rationale i. The Tax Increment-Equivalent Grant Program offers grants to eligible applicantswhose Municipal property tax has increased as a result of the development orredevelopment, construction, reconstruction and rehabilitation, and/or the improvementof energy efficiency of buildings or properties within the designated CommunityImprovement Project Area.ii.The program will encourage large scale property and building investment by effectivelydeferring the full increase in taxation associated with the reassessment through grantsthat are equivalent to a portion of the resulting property tax increase.iii. The program will also encourage the remediation, rehabilitation, and adaptive reuse of“brownfield” sites, as defined in Section 6.1.iv. The Town of Caledon will benefit from the property tax increase with each passingyear (as the grant decreases to the expiry of the grant agreement) and for each yearthereafter, in addition to the potential creation of jobs and local economic activityassociated with the community improvement works undertaken.b) LegislativeAuthorityi. (The Municipality may) make grants to registered owners, assessed owners andtenants of land and buildings within the community improvement project area, to payfor the whole or any part of the cost of rehabilitating such lands and buildings (Section28(7) of the Planning Act).ii.In order encourage the clean up of contaminated lands, municipalities may provideproperty tax assistance to eligible properties to offset all or a portion of remediationcosts. Municipalities have the power to cancel or defer the municipal portion ofproperty taxes on eligible properties (Section 365.1 of the Municipal Act).c) Details i. The current municipal taxes levied will be determined prior to commencement of theproposed project. The increase in the municipal portion of real property taxes(municipal tax increment) will be calculated. The program allows a municipal taxincrement equivalent to the taxes levied on the increased assessment as a result ofundertaking the project as determined by the Municipal Property AssessmentCorporation (MPAC) following project completion. The municipal tax increment will beused in the calculation of the amount of the grant.ii.When an approved project is complete, a grant will be paid annually by the Town tothe eligible applicant following the payment of all property taxes.iii. Grants are equal to a percentage of the municipal tax increment for a maximum periodof up to 10 years.iv. In year one, the grant to the approved applicant may equal 90 percent of the municipal16

BoltonTax Increment-Equivalent Grant Program Specific Detailstax increment.v. The grant will be phased down by a percentage each year thereafter, for a maximumof 10 years. Phase down rate as approved by Council.d) EligibilityRequirementsi. All of the Town of Caledon Bolton CIP General Eligibility Requirements (outlined inSection 6.7) apply.ii.Eligible community improvement projects under this program will include the largescale development or redevelopment, construction, reconstruction and rehabilitation.iii. Large scale projects are defined as those which involve 25% or more of the existinggross floor area. Infrastructure work including the improvement or reconstruction ofexisting on-site public infrastructure (water services, sanitary and storm sewers) willalso be considered eligible.iv. Small scale projects (defined as those that involve less than 25% of the existing grossfloor area) will not be considered eligible under this program, but may be eligible under(an) alternative Bolton CIP incentive program(s).v. Eligible community improvement projects will also include the remediation,rehabilitation, and adaptive reuse of “brownfield” sites.vi. It is intended that the Tax Increment-Equivalent Grant program be a “stand alone”incentive program and that the owners of property not accumulate incentives bothunder the Tax Increment-Equivalent Grant program and under other incentiveprograms or initiatives available in the Town of Caledon. The property owner will beresponsible for the entire cost of the project.vii. For all eligible projects, the Town may require the applicant to submit a Business Plan,which will be prepared to the satisfaction of the Town of Caledon.viii. For all eligible projects, the property shall be improved such that the amount of workundertaken is sufficient to at minimum result in an increase in the assessed value ofthe property.ix. For “brownfield” projects only, any of the following activities may be undertaken prior tothe increase in taxation and could be considered eligible:1. the completion of Environmental Studies (such as Phase II and III ESAs, andRisk Assessment Plans;2. environmental remediation, including the cost of preparing a Record of SiteCondition (RSC);3. placing clean fill and grading;Bolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 2011171717

BoltonTax Increment-Equivalent Grant Program Specific Details4. installing environmental and/or engineering controls/works, as specified in thePhase III ESA and/or Risk Assessment Plan;5. monitoring, maintaining and operating environmental and engineeringcontrols/works, as specified in the Phase III ESA and/or Risk AssessmentPlan;6. demolishing buildings;7. building rehabilitation and retrofit works;8. upgrading on-site infrastructure, including water services, sanitary sewers, andstormwater management facilities; and9. constructing/upgrading off-site infrastructure, including water services, sanitarysewers, stormwater management facilities, electrical and gas utilities.x. For “brownfield” projects only, an application must be accompanied by a Phase II ESA,Phase III ESA, or Risk Assessment Plan prepared by a “qualified person” (as definedin Section 6.1 and by Ontario Regulation 153/04 as amended by Ontario Regulation66/08) that contains:1. an estimate of the cost of actions that will be required to reduce theconcentration of contaminants on, in, or under the property to permit a RSC tobe filed in the Environmental Site Registry under Section 168.4 of theEnvironmental Protection Act; and2. a work plan and budget for said environmental remediation, and/or riskmanagement actions;OR3. the application must be accompanied by proof that an RSC for the proposeduse of the property has been acknowledged by the Ministry of theEnvironment.xi. In order to determine the suitability of the Tax Increment-Equivalent Grant, prior tosubmitting an application for the program, eligible applicants should attempt toestimate the total potential value of the rebate, based on current assessment valuesand anticipated investment. Upon completing the approved community improvementworks, to the satisfaction of the Town, and upon reassessment of the property, shouldthe total value of the rebate be significantly less than the applicant’s estimated value,the applicant may then have the opportunity to withdraw application for the TaxIncrement-Equivalent Grant Program, and submit an application for one or more of theadditional incentive programs offered through the Bolton CIP.18

BoltonTax Increment-Equivalent Grant Program Specific Detailsxii. Should an eligible applicant be approved for the Tax Increment-Equivalent GrantProgram, and if the subject property is sold, in whole or in part, before the originalgrant period lapses, the original owner is not entitled to receive the remaining grantpayments under the program agreement.e) Duration i. Grants will be provided upon successful completion of the approved work, andpayment of the full reassessed value of the municipal taxes.ii. Tax increment grants are provided to property owners for up to a maximum of 10years.iii. Grants will not exceed 50 percent of total costs of the approved communityimprovement works invested by the applicant.f) AllocatedProgramBudgeti. Incentives offered as part of the Tax Increment-Equivalent Grant Program (asdescribed in Section 4.3) are included within Town’s annual tax supported budget.4.3 Development Charge Grant ProgramTable 3 provides applicants with the program specific details and requirements of the Development Charge GrantProgram.Table 3: Development Charge Grant Program Specific DetailsDevelopment Charge Grant Program Specific Detailsa) Rationale i. The Development Charge Grant Program offers grants to eligible applicants to coverthe cost of Town development charges related to the development or redevelopment,construction, or reconstruction of buildings or properties within the designatedCommunity Improvement Project Area.ii.The program provides assistance to eligible applicants by reducing propertyimprovement costs through the granting of Town development charges.iii. The Town of Caledon will benefit from the tax increase on the property as a result ofthe property improvement, in addition to the potential creation of jobs and localeconomic activity associated with the community improvement works undertaken.b) LegislativeAuthorityi. According to Section 28(7) of the Planning Act, grants may be provided to owners,registered owners, assessed owners and tenants of land and buildings within thecommunity improvement project area, to offset the payment of development charges.c) Details i. Where an eligible applicant is undertaking an approved project in accordance withthe purpose of the Bolton CIP, the Town may provide a grant that is equivalent to aBolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 2011191919

BoltonDevelopment Charge Grant Program Specific Detailsportion of the cost of development charges required for the project by the Town.ii.All grants may be equal to up to 50% of the development charges paid by theapplicant, to a maximum of $15,000. The total value of grants will be determined bythe Town at its sole discretion at the time of approval of an application.iii. Additional incentives may be available through Regional Participation in thisProgram. Grants that are the equivalent of a portion of the Regional DevelopmentCharge could also be provided to eligible applicants by the Regional Municipality ofPeel.d) EligibilityRequirementsi. All of the Town of Caledon Bolton CIP General Eligibility Requirements (outlined inSection 6.7) apply.ii.Eligible community improvement projects under this program will include the large orsmall scale development or redevelopment, construction, reconstruction andrehabilitation, and/or the improvement of energy efficiency of buildings or properties.iii. Applicants must pay for all development charges prior to undertaking the approvedwork. A grant for a portion of the development charges will be provided to theapplicant once the approved work is complete to the Town’s satisfaction.iv. As indicated in Table 11 (Figure 6.7), applicants receiving the Development ChargeGrant may also be eligible for additional incentive programs offered through theBolton CIP but are not eligible for the exemptions provided through the Town’sdevelopment charges by-laws.e) Duration i. Grants will be provided upon successful completion of the approved work, to thesatisfaction of the Town.ii.Town development charges grants are provided on a one-time basis.f) AllocatedProgramBudgeti. On an annual basis, Council may allocate a portion of the Town’s Bolton CIP taxsupported budget to this program based on need and priority.4.4 Application and Permit Fee Grant ProgramTable 4 provides applicants with the program specific details and requirements of the Application and Permit FeeGrant Program.20

BoltonTable 4: Application and Permit Fee Grant Program Specific DetailsApplication and Permit Fee Grant Program Specific Detailsa) Rationale i. The Application and Permit Fee Grant Program offers grants to eligible applicants forTown planning application and/or building permit fees related to the development orredevelopment, construction, reconstruction and rehabilitation, and/or theimprovement of energy efficiency of buildings or properties within the designatedCommunity Improvement Project Area.ii.The program provides assistance to eligible applicants by reducing propertyimprovement costs through the provision of grants equal to the cost of Town planningapplication and/or building permit fees.iii. The Town of Caledon will benefit from the tax increase on the property as a result ofthe property improvement, in addition to the potential creation of jobs and localeconomic activity associated with the community improvement works undertaken.b) LegislativeAuthorityi. According to Section 69(2) of the Planning Act, despite a tariff of fees establishedunder subsection (1), the council of a municipality, a planning board, a committee ofadjustment or a land division committee in processing an application may reduce theamount of or waive the requirement for the payment of a fee in respect of theapplication where the council, planning board or committee is satisfied that it would beunreasonable to require payment in accordance with the tariff.c) Details i. Where an eligible applicant is undertaking an approved project in accordance with thepurpose of the Bolton CIP, the Town may provide a grant that is equivalent to theapplicable cost of normal planning application/building permit fees.ii.Planning application fee grants may be made available for Minor Variances, and/orSite Plan Applications to a maximum of $10,000.iii. Building permit fee grants may be made available for Building Permit fees and/orDemolition Permit fees to a maximum of $10,000.iv. All grants may be equal to up to 100% of the application fees paid by the applicant.The total value of grants will be determined by the Town at its sole discretion at thetime of approval of an application.v. Additional incentives may be available through Regional Participation in this Program.Grants equal to the cost of Regional application and permit fees could also beprovided to eligible applicants by the Regional Municipality of Peel.d) EligibilityRequirementsi. All of the Town of Caledon Bolton CIP General Eligibility Requirements (outlined inSection 6.7) apply.ii.Eligible community improvement projects under this program will include the large orBolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 2011212121

BoltonApplication and Permit Fee Grant Program Specific Detailssmall scale development or redevelopment, construction, reconstruction andrehabilitation, and/or the improvement of energy efficiency of buildings or properties.iii. Applicants must pay for all application and permit fees prior to undertaking theapproved work. A grant for the amount of the application and permit fees will beprovided to the applicant once the approved work is complete, to the Town’ssatisfaction.iv. As indicated in Table 11 (Figure 6.7), applicants receiving the Application and PermitFee Grant may also be eligible for additional incentive programs offered through theBolton CIP or by the Town.e) Duration i. Grants will be provided upon successful completion of the approved work, to thesatisfaction of the Town.ii.Town planning application and/or building permit fees grants are provided on a onetimebasis.f) AllocatedProgramBudgeti. On an annual basis, Council may allocate a portion of the Town’s Bolton CIP taxsupported budget to this program based on need and priority.4.5 Building and Façade Improvement Grant ProgramTable 5 provides applicants with the program specific details and requirements of the Building and FaçadeImprovement Grant Program.Table 5: Building and Façade Improvement Grant ProgramBuilding and Façade Improvement Grant Program Specific Detailsa) Rationale i. The Building and Façade Improvement Grant Program offers grants to eligiblecommercial, mixed-use, or industrial property owners for façade improvements, theimprovement or restoration of building signage, and/or other exterior improvements tobuildings that are within the designated Community Improvement Project Area.ii.The program will promote aesthetic improvements to buildings by property owners thatotherwise may not occur due to cost premiums associated with these improvements.iii. The Town of Caledon will benefit from aesthetic improvements to buildings in amanner that is consistent with the purpose of the Bolton CIP, the Bolton UDG, and theTown’s vision for community of Bolton, in addition to the potential creation of jobs andlocal economic activity associated with the community improvement worksundertaken.22

BoltonBuilding and Façade Improvement Grant Program Specific Detailsb) LegislativeAuthorityi. (The municipality may) make grants to registered owners, assessed owners andtenants of land and buildings within the Community Improvement Project Area, to payfor the whole or any part of the cost of rehabilitating such lands and buildings (Section28(7) of the Planning Act).c) Details i. Grants for front, rear, or sidewall façade improvements, and other improvements to acommercial, mixed-use, or industrial building, may be provided to eligible applicantsfor a total of 50% of the construction costs to a maximum of $12,500.ii.Grants for improvements to/restoration of building signage may be provided to eligibleapplicants for 50% of the construction costs to a maximum of $5,000.iii. Additional incentives may be available through Regional Participation in this Program.The Regional Municipality of Peel could provide additional grants to eligible applicantsfor building and façade improvements, in accordance with the Region’s intent topromote proper design and effective use of the built environment in Bolton (Section5.4.3.1.1 of the Regional Municipality of Peel Official Plan).d) EligibilityRequirementsi. All of the Town of Caledon Bolton CIP General Eligibility Requirements (outlined inSection 6.7) apply.ii.Eligible improvement projects under this program will include front, rear, or sidewallfaçade, signage, or additional building improvements when the building and/orfaçade/signage being improved fronts a street or is visible from a street within theCommunity Improvement Project Area.iii. The following types of building and façade improvements are considered eligible:1. repair/replacement of storefront/rear/side, including repair or replacement ofstorefront/ rear/side. doors and windows;2. repair/replacement of façade masonry and brickwork;3. repair/replacement of architectural details;4. repair/replacement of awnings or canopies;5. façade painting and cleaning/treatments, including murals;6. addition of new lighting/upgrading of existing fixtures on exterior façade andin entrance and storefront display areas;7. addition of sidewalk cafes;8. architectural/design fees required for eligible works (to a maximum of 15% ofthe grant amount); andBolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 2011232323

BoltonBuilding and Façade Improvement Grant Program Specific Details9. other similar repairs/improvements to a building as may be approved.iv. Eligible improvements to/restoration of building signage will include theinstallation/improvement of signage as permitted by the Town’s existing Sign By-law.v. As indicated in Table 11 (Figure 6.7), applicants receiving the Building and FaçadeImprovement Grant may also be eligible for additional incentive programs offeredthrough the Bolton CIP or by the Town.vi. Prior to approval by the Town, properties which are designated under the OntarioHeritage Act are subject to review by Heritage Caledon. Properties which are listed onthe heritage register or identified on the Built Heritage Resources Inventory are subjectto review by the Town’s Heritage Resource Officer.e) Duration i. Grants will be provided upon successful completion of the approved work, to thesatisfaction of the Town.ii.Grants are provided on a one-time basis to each eligible applicant for each approvedproject.f) AllocatedProgramBudgeti. On an annual basis, Council may allocate a portion of the Town’s Bolton CIP taxsupported budget to this program based on need and priority.4.6 Mixed-Use Construction/Conversion Grant ProgramTable 6 provides applicants with the program specific details and requirements of the Mixed-UseConstruction/Conversion Grant Program.Table 6: Mixed-Use Construction/Conversion Grant ProgramMixed-Use Construction/Conversion Grant Program Specific Detailsa) Rationale i. The Mixed-Use Construction/Conversion Grant Program offers grants to eligibleapplicants for the large or small scale development, redevelopment, construction orreconstruction of a low to mid-rise mixed-use buildings, which include a commercialmain floor (with retail, personal service, or office frontage) and residential upperstoreys, as permitted by Official Plan policies and zoning standards within thedesignated Community Improvement Project Area.ii. The Mixed-Use Construction/Conversion Grant Program also offers grants to eligibleapplicants for the conversion of the upper storey non-residential space above acommercial main floor to residential units as permitted by Official Plan policies andzoning standards within the designated Community Improvement Project Area.24

BoltonMixed-Use Construction/Conversion Grant Program Specific Detailsiii. The program will provide assistance to eligible applicants in securing financing forproperty development and rehabilitation/functional improvements to existing residentialspace that otherwise may not occur due to cost premiums associated with theseimprovements.iv. The program will promote re-use of buildings as permitted by Official Plan policies andzoning standards.v. The Town of Caledon will benefit from an increase in the number of mixed-usebuildings and affordable housing units within Bolton.vi. The Town of Caledon will also benefit from the tax increase on the property as a resultof the property improvement, in addition to the potential creation of jobs and localeconomic activity associated with the community improvement works undertaken.b) LegislativeAuthorityi. (The municipality may) make grants to registered owners, assessed owners andtenants of land and buildings within the Community Improvement Project Area, to payfor the whole or any part of the cost of rehabilitating such lands and buildings (Section28(7) of the Planning Act).c) Details i. Grants for the development, redevelopment, construction or reconstruction of a low tomid-rise mixed-use buildings may be made available to eligible applicants. Grants maybe equal to 15% of the construction cost to a maximum of $5,000 per residential unit.ii. Grants for the conversion of upper storey non-residential space above a commercialmain floor to residential units may be made available to eligible applicants. Grants maybe equal to 15% of the construction cost to a maximum of $5,000 per residential unit.iii. Additional incentives may be available through Regional Participation in this Program.The Regional Municipality of Peel could provide additional grants to eligible applicantsfor mixed-use construction/conversion, in accordance with the Region’s intent toprovide within Rural Service Centres opportunities for a wide range of goods andservices for those living and working in the Rural System (Section 5.4.3.1.4 of theRegional Municipality of Peel Official Plan).d) EligibilityRequirementsi. All of the Town of Caledon Bolton CIP General Eligibility Requirements (outlined inSection 6.7) apply.ii. Eligible community improvement projects under this program will include thedevelopment, redevelopment, construction or reconstruction of a low to mid-rise mixedusebuildings (with commercial uses on the ground floor/at grade and residential unitsoccupying the upper storeys) in permitted areas.Bolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 2011252525

BoltonMixed-Use Construction/Conversion Grant Program Specific Detailsiii. Eligible projects will also include the conversion of non-residential space to residentialspace in existing buildings, or for the rehabilitation of existing residential space.iv. Existing or proposed ground floor/at grade residential space with frontage on a publicroad within the designated Community Improvement Project Area will not be eligible forthe Mixed-Use Construction/Conversion Grant Program.v. Priority eligibility may be given to applicants who propose rehabilitation of/conversion torental apartment units.vi. As indicated in Table 11 (Figure 6.7), applicants receiving the Mixed-UseConstruction/Conversion Grant may also be eligible for additional incentive programsoffered through the Bolton CIP or by the Town.e) Duration i. Grants will be provided upon successful completion of the approved work, to thesatisfaction of the Town.ii. Grants are provided on a one-time basis to the eligible applicant for an approvedproject.f) AllocatedProgramBudgeti. On an annual basis, Council may allocate a portion of the Town’s Bolton CIP taxsupported budget to this program based on need and priority.4.7 Energy Efficiency Retrofit Grant ProgramTable 7 provides applicants with the program specific details and requirements of the Energy Efficiency RetrofitGrant Program.Table 7: Energy Efficiency Retrofit Grant ProgramEnergy Efficiency Retrofit Grant Program Specific Detailsa) Rationale i. The Energy Efficiency Retrofit Grant Program offers grants to eligible commercial,mixed-use, or industrial property owners for retrofits that improve the overall energyefficiency of buildings that are within the designated Community Improvement ProjectArea.ii. The program will promote energy efficiency retrofits to buildings by property ownersand annual energy savings that otherwise may not occur due to cost premiumsassociated with these improvements.iii. The Town of Caledon will benefit from a reduction of energy use, water use, and wasteproduction by buildings in a manner that is consistent with the Town’s overallsustainability goals, in addition to the potential creation of jobs and local economic26

BoltonEnergy Efficiency Retrofit Grant Program Specific Detailsactivity associated with the community improvement works undertaken.b) LegislativeAuthorityi. The eligible costs of a community improvement plan may include costs related to theprovision of energy efficient uses, buildings, structures, works, improvements orfacilities (Section 28(7.1) of the Planning Act).c) Details i. Grants for energy efficiency retrofits to commercial or mixed-use buildings may beprovided to eligible applicants for a total of 25% of the retrofit costs to a maximum of$7,500.ii. Grants for energy efficiency retrofits to industrial buildings may be provided to eligibleapplicants for 25% of the construction costs to a maximum of $15,000.iii. Additional incentives may be available through Regional Participation in this Program.The Regional Municipality of Peel could provide additional grants to eligible applicantsfor energy efficiency retrofits, in accordance with the Region’s intent to promote properdesign and effective use of the built environment in Bolton (Section 5.4.3.1.1 of theRegional Municipality of Peel Official Plan).d) EligibilityRequirementsi. All of the Town of Caledon Bolton CIP General Eligibility Requirements (outlined inSection 6.7) apply.ii. The following types of energy efficiency retrofit projects are considered eligible forcommercial or mixed-use buildings:1. replacement of existing heating systems with ENERGY STAR® systems;2. replacement of central air-conditioning systems with ENERGY STAR® unitsor systems;3. replacement of existing hot water systems with recognized energy efficientsystems;4. insulation upgrades to attics, exterior walls, exposed floors, basements, andcrawl spaces;5. replacement of doors, windows and skylights with ENERGY STAR® models;6. replacement of existing toilets with low-flush or dual-flush toilets rated at 6litres per flush or less;7. implementation of a green roof; and8. other similar repairs/improvements as may be approved.Bolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 2011272727

BoltonEnergy Efficiency Retrofit Grant Program Specific Detailsiii. Prior to approval by the Town, commercial or mixed-use applications for the EnergyEfficiency Retrofit Grant Program will require documentation to verify that any of theoriginal equipment listed above will be replaced by higher efficiency equipment.Applications will be subject to review by the Town’s Building Department.iv. The following types of energy efficiency retrofit projects are considered eligible forindustrial buildings:1. improvements to a building envelope (such as insulation upgrades,weatherization, and window and door replacement);2. replacement of inefficient equipment;3. installation of energy efficient lighting systems;4. improvements to HVAC systems;5. improvements to compressed air systems;6. improvements to fans, blowers and pumps;7. improvements to motor and drive systems;8. improvements to water heating systems;9. improvements to chillers, cooling, and refrigeration systems;10. improvements to boiler plant systems;11. improvements to combustion systems;12. improvements to process dryers, furnaces, and kilns;13. implementation of a green roof; and14. other improvements as may be approved.v. Prior to approval by the Town, industrial applications for the Energy Efficiency RetrofitGrant Program will require documentation to verify that the result of the retrofits willresult in a measurable and verifiable reduction in energy use. Applications will besubject to review by a commissioning consultant (at the expense of the applicant)and/or review by the Town’s Building Section.vi. For all commercial, mixed-use, and industrial applications, the Town of Caledonreserves the right to reject any proposed retrofit activity that cannot be supported by acredible scientific explanation or whose effectiveness in reducing energy use cannot beverified.28

BoltonEnergy Efficiency Retrofit Grant Program Specific Detailsvii. As indicated in Table 11 (Figure 6.7), applicants receiving the Energy Efficiency RetrofitGrant may also be eligible for additional incentive programs offered through the BoltonCIP or by the Town.e) Duration i. Grants will be provided upon successful completion of the approved work as measuredand verified at the expense of the applicant, to the satisfaction of the Town.ii. Grants are provided on a one-time basis to each eligible applicant for each approvedproject.f) AllocatedProgramBudgetiii. On an annual basis, Council may allocate a portion of the Town’s Bolton CIP taxsupported budget to this program based on need and priority.4.8 Landscape Improvement Grant ProgramTable 8 provides applicants with the program specific details and requirements of the Landscape ImprovementGrant Program.Table 8: Landscape Improvement Grant ProgramLandscape Improvement Grant Program Specific Detailsa) Rationale i. The Landscape Improvement Grant Program offers grants to eligible owners forimprovements to the existing landscape of properties that are within the designatedCommunity Improvement Project Area.ii. The program will promote aesthetic improvements to properties by owners thatotherwise may not occur due to cost premiums associated with these improvements.iii. Town of Caledon will benefit from aesthetic improvements to properties in a mannerthat is consistent with the purpose of the Bolton CIP, the Bolton UDG, and the Town’svision for community of Bolton, in addition to the potential creation of jobs and localeconomic activity associated with the community improvement works undertaken.b) LegislativeAuthorityi. (The municipality may) make grants to registered owners, assessed owners andtenants of land and buildings within the Community Improvement Project Area, to payfor the whole or any part of the cost of rehabilitating such lands and buildings (Section28(7) of the Planning Act).c) Details i. Grants for landscape improvements may be provided to eligible applicants for a total of50% of the landscaping costs to a maximum of $5,000.ii. Additional incentives may be available through Regional Participation in this Program.The Regional Municipality of Peel could provide additional grants to eligible applicantsBolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 2011292929

BoltonLandscape Improvement Grant Program Specific Detailsfor landscape improvements, in accordance with the Region’s intent to promote properdesign and effective use of the built environment in Bolton (Section 5.4.3.1.1 of theRegional Municipality of Peel Official Plan).d) EligibilityRequirementsi. All of the Town of Caledon Bolton CIP General Eligibility Requirements (outlined inSection 6.7) apply.ii. Commercial or industrial properties that are visible from the public realm and thatcontribute to the streetscape will be considered eligible for Landscape ImprovementGrant Program.iii. The following types of landscape improvements are considered eligible:1. replacement of sod with new sod or alternative ground cover treatments suchas water efficient/native plant species;2. planting of trees, shrubs, plants/beds;3. naturalization of parking areas;4. repair or construction of fencing or retaining walls;5. implementation of benches and planters;6. repair or construction of driveways, walkways, and rockwork;7. water efficiency improvements to irrigation systems;8. implementation of innovative stormwater management technologies, such asbioswales, and rainwater harvesting and reuse systems, for example; and9. other similar repairs/improvements as may be approved.iv. Prior to approval by the Town, applications for the Landscape Improvement GrantProgram will be subject to review and input from the Town’s Public Works andEngineering Department.v. As indicated in Table 11 (Figure 6.7), applicants receiving Landscape ImprovementGrant may also be eligible for additional incentive programs offered through the BoltonCIP or by the Town.e) Duration i. Grants will be provided upon successful completion of the approved work, to thesatisfaction of the Town.ii. Grants are provided on a one-time basis to each eligible applicant for each approvedproject.30

BoltonLandscape Improvement Grant Program Specific Detailsf) AllocatedProgramBudgeti. On an annual basis, Council may allocate a portion of the Town’s Bolton CIP taxsupported budget to this program based on need and priority.4.9 Environmental Study Grant ProgramTable 9 provides applicants with the program specific details and requirements of the Environmental Study GrantProgram.Table 9: Environmental Study Grant ProgramEnvironmental Study Grant Program Specific Detailsa) Rationale i. The Environmental Study Grant Program offers grants to eligible property owners forthe completion of a Phase II Environmental Site Assessment (ESA), a Phase III ESA,Remedial Work Plan, and/or a Risk Assessment Plan for properties that are within thedesignated Community Improvement Project Area.ii. The program will promote the completion of studies with respect to environmentalconditions of properties by owners that otherwise may not occur due to cost premiumsassociated with these assessments.iii. Town of Caledon will benefit from the undertaking of environmental studies so thatmore and better information is available with respect to the type of contamination andpotential remediation costs on potential “brownfield” properties within the Town.b) LegislativeAuthorityi. (The municipality may) make grants to registered owners, assessed owners andtenants of land and buildings within the Community Improvement Project Area, to payfor the whole or any part of the cost of rehabilitating such lands and buildings (Section28(7) of the Planning Act).c) Details i. Grants for the completion of a Phase II Environmental Site Assessment (ESA), a PhaseIII ESA, Remedial Work Plan, and/or a Risk Assessment Plan may be provided toeligible applicants for a total of 50% of the cost to complete the study (studies) to amaximum of $10,000 per property.ii. Additional incentives may be available through Regional Participation in this Program.The Regional Municipality of Peel could provide additional grants to eligible applicantsfor the completion of ESAs, in accordance with the Region’s intent to promote safe andsecure communities (Section 5.4.3.1.1 of the Regional Municipality of Peel OfficialPlan).Bolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 2011313131

BoltonEnvironmental Study Grant Program Specific Detailsd) EligibilityRequirementsi. All of the Town of Caledon Bolton CIP General Eligibility Requirements (outlined inSection 6.7) apply.ii.To be eligible for the Environmental Study Grant Program, a Phase I ESA must becompleted and submitted to the Town in order to demonstrate that site contamination islikely.iii. The following studies may be considered eligible under the Environmental Study GrantProgram:1. studies to confirm and describe contamination on the site; or2. studies to develop a plan to remove, treat, or otherwise managecontamination found on the site (Phase III ESA/Remedial Work Plan/RiskAssessment Plan).iv. All environmental studies must be completed by a “qualified person” as defined inSection 6.1.v. As indicated in Table 11 (Figure 6.7), applicants receiving Environmental Study Grantmay also be eligible for additional incentive programs offered through the Bolton CIP orby the Town.e) Duration i. Grants will be provided to the property owner following the submission of the finalcompleted study to the Town for review.ii.Grants are provided on a one-time basis to each eligible applicant for each approvedproject.f) AllocatedProgramBudgeti. On an annual basis, Council may allocate a portion of the Town’s Bolton CIP taxsupported budget to this program based on need and priority.32

Bolton5.0 Monitoring Program5.1 PurposeThe Town will conduct periodic reviews of the Community Improvement Plan in order to determine its effectiveness.Specifically, the purpose of the Monitoring Program is to determine if:a) the programs are achieving the goals and objectives set out by the CIP; and/orb) program adjustments are required.The Bolton Community Improvement Task Force will also contribute to the monitoring of the CIP on an annual basisby advising the Town on the effectiveness of the Municipal Leadership and Financial Incentive Programs.5.2 DescriptionIn order to successfully monitor the CIP, the Town of Caledon’s CIP Review Panel and/or Administrator willundertake the collection of statistical data in order to determine baseline information upon the adoption of the CIP.The collection of baseline data will allow the Town to compare results and to determine if the program is achievingthe goals and objectives set out by the CIP or if program adjustments are required.Baseline statistical data could include:a) commercial vacancy rates;b) total residential property/unit numbers;c) total mixed-use building numbers;d) commercial parking space counts;e) total number of parks, gathering spaces, and trails, and extent of urban tree canopy, for example.On a regular and on-going basis, a database or commercial property management software will be used by the CIPReview Panel and/or Administrator in order to track the details, progress, and results of Financial Incentive Programapplications for statistical and monitoring purposes. Guidelines for the use of property management software,specifically in regard to required fields and frequency of updating, are provided as a Technical Appendix to thisPlan.In addition, the Bolton CIP Review Panel and/or Administrator will be responsible for monitoring the performanceand impact of the Financial Incentive Programs. Table 10 presents a list of the variables that will be monitored onan individual application/project basis for the Financial Incentive Programs.The CIP Review Panel and/or Administrator may also, at their discretion, obtain feedback received from successfulor unsuccessful applicants of the Financial Incentive Program, and this feedback will be considered as part of theMonitoring Program.Bolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 201133

BoltonTable 10: Variables to be MonitoredFinancialIncentivePrograma) Tax Increment-Equivalent GrantProgramVariables to be Monitoredi. Number of successful and unsuccessful applications by type;ii. Project details as proposed by application;iii. Municipal assessment and taxes prior to commencement of approved project;iv.Project details as completed;v. Number of residential units by type and square footage of residential spaceconverted, rehabilitated or constructed;vi.Square footage of habitable floor space created;vii. Square footage of industrial or commercial space rehabilitated or constructed;viii. Acreage of land remediated and/or redeveloped; andix.Total dollar amount value of project;x. Increase in assessed value of property and municipal property taxes uponcompletion of project;xi.Total dollar amount granted by tax increment per year; andxii. Number of program defaults.b) DevelopmentCharge GrantProgrami. Number of successful and unsuccessful applications by type;ii. Project details as proposed by application;iii. Other incentives applied for by applicant;iv. Project details as completed;v. Number of residential units by type and square footage of residential spaceconverted, rehabilitated or constructed;vi. Square footage of habitable floor space created;vii. Square footage of commercial space rehabilitated or constructed;viii. Total dollar amount value of construction;ix. Total dollar amount value of project;x. Total dollar amount and percentage of development charges refunded;34

BoltonFinancialIncentiveProgramVariables to be Monitoredxi. Additional incentives received by applicant;xii. Increase in assessed value of property and municipal property taxes uponcompletion of project; andxiii. Number of program defaults.c) Application andPermit Fee GrantProgrami. Number of successful and unsuccessful applications by type;ii. Project details as proposed by application;iii. Other incentives applied for by applicant;iv. Project details as completed;v. Number of residential units by type and square footage of residential spaceconverted, rehabilitated or constructed;vi. Square footage of habitable floor space created;vii. Square footage of commercial space rehabilitated or constructed;viii. Total dollar amount value of construction;ix. Total dollar amount value of project;x. Total dollar amount and percentage of application/permit fees refunded;xi. Additional incentives received by applicant;xii. Increase in assessed value of property and municipal property taxes uponcompletion of project; andxiii. Number of program defaults.d) Building andFaçadeImprovementGrant Programi. Number of successful and unsuccessful applications by type;ii. Project details as proposed by application;iii. Other incentives applied for by applicant;iv. Project details as completed;v. Type and total cost of façade improvements;vi. Type and total cost of other exterior building improvements;vii. Total cost of building signage;Bolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 2011353535

BoltonFinancialIncentiveProgramVariables to be Monitoredviii. Total dollar amount of grant;ix. Additional incentives received by applicant;x. Increase in assessed value of property and municipal property taxes uponcompletion of project; andxi. Number of program defaults.e) Mixed-UseConstruction/Conversion GrantProgrami. Number of successful and unsuccessful applications by type;ii. Project details as proposed by application;iii. Other incentives applied for by applicant;iv. Project details as completed;v. Square footage of habitable floor space created;vi. Number of units created by type (rental, ownership, 1 bedroom, 2 bedroom, 2+bedroom);vii. Square footage of commercial floor space created;viii. Total dollar amount value of construction;ix. Total dollar amount of grant;x. Additional incentives received by applicant;xi. Increase in assessed value of property and municipal property taxes uponcompletion of project; andxii. Number of program defaults.f) EnergyEfficiencyRetrofit GrantProgrami. Number of successful and unsuccessful applications by type;ii. Project details as proposed by application;iii. Other incentives applied for by applicant;iv. Energy savings anticipated by application;v. Project details as completed;vi. Energy savings measured upon completion;vii. Building type;36

BoltonFinancialIncentiveProgramVariables to be Monitoredviii. Total dollar amount value of construction;ix. Total dollar amount of grant; andx. Additional incentives received by applicant;xi. Number of program defaults.g) LandscapeImprovementGrant Programi. Number of successful and unsuccessful applications by type;ii. Project details as proposed by application;iii. Other incentives applied for by applicant;iv. Project details as completed, such as number/amount of trees/vegetation, andstormwater management/rainwater harvesting and reuse methods;v. Building type;vi. Total dollar amount value of construction;vii. Total dollar amount of grant;viii. Additional incentives received by applicant;ix. Increase in assessed value of property and municipal property taxes uponcompletion of project;x. Measured water savings; andxi. Number of program defaults.h) EnvironmentalStudy GrantProgrami. Number of successful and unsuccessful applications by type;ii. Type of study/studies as proposed by application;iii. Other incentives applied for by applicant;iv. Type of study/studies as completed;v. Summary of study outcome (contaminated/not contaminated/work required forremediation/etc.);vi. Total cost of studies;vii. Total dollar amount of grant;viii. Additional incentives received by applicant;Bolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 2011373737

BoltonFinancialIncentiveProgramVariables to be Monitoredix. Additional studies/work undertaken upon completion of study; andx. Number of program defaults.5.3 ReportingBased on the information obtained through the regular and on-going tracking of Financial Incentive Programapplications, the monitoring of variables, and from applicant feedback, the CIP Review Panel and/or Administratorwill prepare a brief annual report in order to provide an overview of the feedback from monitoring to Council, thebusiness community, and other local stakeholders and interested parties.The overview of the results will be provided annually by the CIP Review Panel and/or Administrator to Council, andwill be used to recommend any adjustments that should be made to the terms and requirements of the CommunityImprovement Plan in order to improve the programs offered through this Plan.5.4 Program AdjustmentsThe feedback from monitoring of the CIP will allow the CIP Review Panel and/or Administrator to determine ifadjustments may be required to the Community Improvement Plan. The CIP Review Panel and/or Administratormay periodically review and adjust the terms, requirements, and funding of any of the programs contained in thisPlan, or discontinue any of the programs contained in this Plan.An amendment to the Bolton Community Improvement Plan will not be required in order to discontinue any of theprograms contained in this Plan. However, the addition of any new programs, or the addition of any new criteriarelated to any of the programs offered by this Plan, will require a formal amendment in accordance with Section 28of the Planning Act.Should the Town wish to expand any of the Community Improvement Project Area of the Bolton CIP, or make anyother changes to the Bolton CIPA as appropriate, an amendment to the Town’s implementing CommunityImprovement By-law will be required.Any change to the funding levels provided by the Town for the Municipal Leadership Strategy and the FinancialIncentives Programs of this CIP will be made at the sole discretion of Town Council, without an amendment to thisPlan. The Town may adjust the funding on an annual basis to any percentage of the total variable CIP budget.38

Bolton6.0 Implementation6.1 Glossary of TermsThe following defines the terms used in this CIP:“Applicant”, unless otherwise specified, means a registered owner, assessed owner or tenant of lands andbuildings within the community improvement project area, and any person to whom a registered owner, assessedowner or tenant of lands and buildings within the community improvement project area has assigned the right toreceive a grant or loan. Applicants may also be referred to as “building owners” or “property owners” throughoutthis Plan.“Bioswale” means a landscape element that, as a result of its design and use of vegetation, removes pollutantsand silt from surface water runoff prior to being released to the sewer system.“Brownfield” as defined by the 2005 Provincial Policy Statement is an undeveloped or previously developedproperty that may be contaminated. Brownfields are usually, but not exclusively, former industrial or commercialproperties that may be underutilized, derelict or vacant.“Community Improvement”, unless otherwise specified, is as defined in accordance with its definition underSection 28 of the Planning Act.“Community Improvement Plan”, unless otherwise specified, is as defined in accordance with its meaning underSection 28 of the Planning Act.“Community Improvement Project Area”, unless otherwise specified, is as defined in accordance with itsmeaning under Section 28 of the Planning Act.“Eligible Applicant” means an applicant (as defined above) who meets all of the general and program specificrequirements of the Financial Incentive Programs, and prepares and submits an application for communityimprovement works that is in accordance with the definition of the Planning Act and the program specificrequirements, as outlined in this Plan. The CIP Review Panel and/or Administrator reserves the right to determinewhether or not an applicant is eligible for the CIP Financial Incentive Programs. Eligible Applicants may also bereferred to as “eligible building owners” or “eligible property owners” throughout this Plan.“Green Roof” is a roofing system that is partially or completely covered with vegetation in order to absorbrainwater and to provide insulation.“Qualified Person” is a person as defined by Section 168.1 of the Environmental Protection Act OntarioRegulation 153/04 (as amended by Ontario Regulation 66/08) who meets the qualifications to be a qualified personfor the purposes of:(a) conducting or supervising a phase one environmental site assessment;(b) conducting or supervising a phase two environmental site assessment; andBolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 201139

Bolton(c) completing the certifications that must be completed by a qualified person in a record of site condition in respectof a property.AND meets the qualifications to be a qualified person for the purposes of subsection (1) if:(a) the person holds a license, limited license or temporary license under the Professional Engineers Act; or(b) the person holds a certificate of registration under the Professional Geoscientists Act, 2000 and is a practicingmember, temporary member or limited member of the Association of Professional Geoscientists of Ontario.“Town” means Town of Caledon.6.2 InterpretationThe Town of Caledon Bolton Community Improvement Plan must be read and interpreted in totality, and inconjunction with the Planning Act, and all other municipal planning documents.In addition, the CIP will be interpreted at the sole discretion of the Town of Caledon Council in consultation with, orbased on advice from, Town of Caledon staff.6.3 TimingIt is anticipated that the CIP will be implemented over a 10-year period. Council may elect to extend theimplementation period as it deems appropriate or necessary, subject to funding, as approved by Council.6.4 Administration of Municipal Leadership StrategyThe Municipal Leadership Strategy offered through the Bolton Community Improvement Plan will be administeredby Town of Caledon. Specifically, the Town, with input from the CIP Review Panel and/or Administrator, will identifya lead department that will be primarily responsible for administering and coordinating the implementation of eachof the Municipal Leadership Strategy outlined in Table 1.Administration and coordination of each initiative will be undertaken by lead departments in accordance with theanticipated timing, as outlined in Table 1, where possible.Implementation of the Municipal Leadership Strategy will be dependent on the commitment of the Town tocontribute to, motivate, and assist in community improvement activities and undertakings, in addition to availablebudget, and Council approval. Council will establish an annual budget related the Municipal Leadership Strategy.6.5 Administration of the Financial Incentive ProgramsThe Financial Incentive Programs offered through the Bolton Community Improvement Plan will be administered byTown of Caledon.Specifically, as part of the Financial Incentive Programs (as discussed in Table 1), the Town will establish a BoltonCommunity Improvement Plan Review Panel, which may be responsible for evaluating incentive applications40

Boltonagainst program eligibility requirements. The responsibilities of the Review Panel are further identified in Section6.7 and 6.8. A CIP Administrator position may also be established by the Town, who will be responsible for anyadministrative tasks related to the implementation of the CIP.Final decisions on complete applications and Financial Incentive Program Agreements will be made by Council.However, should an application be refused, all applicants will be given an opportunity to request Council toreconsider its decision, or to reconsider the recommendation of the CIP Review Panel and/or Administrator.An application tracking system will be used as part of the on-going administration of the Financial IncentivePrograms.6.6 Financial Management of Financial Incentive ProgramsSimilar to the Municipal Leadership Strategy, Council may establish an annual budget each year over the 10 yearimplementation period related to the following Financial Incentive Programs:• Tax Increment-Equivalent Grant Program;• Development Charge Grant Program;• Application and Permit Fee Grant Program;• Building and Façade Improvement Grant Program;• Mixed-Use Construction/Conversion Grant Program;• Energy Efficiency Retrofit Grant Program;• Landscape Improvement Grant Program; and• Environmental Study Grant Program.Applications will be received on a first-come, first-served basis. If and when the allocated budget has beenexpended on successful applications, and if required based on additional applications, the CIP Review Panel and/orAdministrator will bring the matter forward to Council for consideration on a case by case basis.In accordance with the Monitoring Strategy in Section 5.0, Council will determine if changes in the funding andincentive levels are necessary or warranted to ensure that the CIP functions properly in light of the Town’s financialcircumstances.Any change to the funding levels provided for the Financial Incentives Programs of this CIP will be made at the solediscretion of Town Council, without an amendment to this Plan.6.7 General Eligibility Requirements of the Financial IncentiveProgramsThe following General Eligibility Requirements are applicable to all incentive programs, and must be met in order foran application to participate in any of the Financial Incentive Programs to be approved.Bolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 2011414141

BoltonThe General Eligibility Requirements must be read by the applicant in association with Program Specific EligibilityRequirements and program details, as identified within the detailed incentive program tables presented in Section4.0.General Eligibility Requirements include:a) In order to be eligible for any incentive program offered by the Bolton Community Improvement Plan, aFinancial Incentive Program application must be submitted to the Town prior to commencing anycommunity improvement works. Complete applications must be submitted and approved prior toapplication for planning approval and/or building permit and prior to commencing community improvementworks.b) In order to be eligible, all incentive program applications must include completed application forms andsupporting materials such as detailed work plans, cost estimates and contracts, applicable reports, and anyadditional information as required by the Town’s CIP Review Panel and/or Administrator.c) Eligible applicants must be either the owner of the property, an agent for the owner of the property, or thetenant of a property to whom the owner has provided written consent for the application.d) In order to be eligible for any incentive program, all proposed projects must be within the designatedCommunity Improvement Project Area, as presented in the Town’s By-law No. 2008-XXX.e) All proposed projects must also be consistent with the goals and objectives for community improvement inBolton, as presented in the Bolton CIP.f) All proposed community improvement works (such as the exterior design of buildings, including signage)associated with applications for Financial Incentive Programs available through this Plan must beconsistent with the Town’s principles and guidelines for design and built form as presented by the CIP’scompanion Urban Design Guidelines. The Town’s CIP Review Panel and/or Administrator will considerdetails of exterior design proposed by each application when determining eligibility for incentive programsof the CIP.g) Community improvement works associated with an incentive program application must be undertakenpursuant to application for planning approval and/or building permit, and any additional required permits,and in accordance with the Ontario Building Code, Provincial standards for barrier-free design, and allapplicable Provincial and Town planning policies and standards.h) Existing and proposed land uses must be in conformity with the policies and standards provided by theTown’s Official Plan, Zoning By-law, and all other planning documents.i) Community improvement works associated with an incentive program application must be in accordancewith all Town by-laws, policies, procedures, standards, and guidelines in order to be approved, includingbut not limited to the Town’s Parking Study and Sign By-law.j) The property owner must not be in arrears in regard to tax payments and accounts receivable with theTown of Caledon and must be in good standing with regard to taxation and all other financial matters at the42

Boltontime of application and throughout the duration of the incentive benefit period, as identified withinapplicable incentive program table in Section 4.0.k) Community improvement works undertaken and completed that are associated with an approved incentiveprogram application must be consistent with the project description contained in the application form andsupporting materials, and with the program agreement. Should the undertaken or completed works not beconsistent with the original project description, to the satisfaction of the Town, the Town may delay, reduce,or cancel the approved incentive program benefits, and may require repayment of any of the incentiveprogram benefits, at the discretion of the Town.l) In most cases, the Financial Incentive Programs made available through the Bolton CommunityImprovement Plan can be used individually or in combination with another CIP Financial Incentive Program(or any other existing Town incentive program) in accordance with Table 11 below. However, this does notapply to the Tax Increment-Equivalent Grant Program, which cannot be used in combination with any otherincentive program.m) The total of all incentive benefits (including grants and refunds) provided to each applicant for eachcommunity improvement proposal for a building or lands within the CIPA must not exceed the project’scosts related to the planning or replanning, design or redesign, resubdivision, clearance, development orredevelopment, and/or reconstruction and rehabilitation associated with an application.Table 11: Potential to Combine Financial Incentive ProgramsTax Increment-Equivalent GrantProgramDevelopment ChargeGrant ProgramTax Increment -Equivalent GrantProgramDevelopment ChargeGrant ProgramApplication and PermitFee Grant ProgramBuilding and FaçadeImprovement GrantProgramMixed-UseConstruction/ConversionGrant ProgramEnergy Efficient RetrofitGrant ProgramLandscape ImprovementGrant ProgramEnvironmental StudyGrant ProgramGreen DevelopmentProgramx x x x x x x xx x x xApplication and PermitFee Grant ProgramBuilding and FaçadeImprovement GrantProgramMixed-UseConstruction/ConversionGrant ProgramEnergy Efficient RetrofitGrant Programx x xx x x xx x x x x xBolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 2011434343

BoltonTax Increment -Equivalent GrantProgramDevelopment ChargeGrant ProgramApplication and PermitFee Grant ProgramBuilding and FaçadeImprovement GrantProgramMixed-UseConstruction/ConversionGrant ProgramEnergy Efficient RetrofitGrant ProgramLandscape ImprovementGrant ProgramEnvironmental StudyGrant ProgramGreen DevelopmentProgramLandscape ImprovementGrant ProgramEnvironmental StudyGrant Programx x xx x x x x – indicates programs may be combined, subject to availability.X – indicates programs may not be combined.6.8 General Process and Submission Requirements of the FinancialIncentive ProgramsIn order to be eligible for any of the incentive programs, applicants must submit a complete application inaccordance with the General Process and Submission Requirements outlined below.A complete application will include:a) Completed application forms; andb) Supporting materials such as plans, cost estimates and contracts, applicable reports, and any additionalinformation required by the Town.General Process and Submission Requirements include:a) The Town is not responsible for the costs associated with a CIP application, costs related to theanticipation of an incentive program, or any other costs incurred in relation to any of the programs,including pro-forma financial information, a third party financial review (contracted by the Town), audits,etc.b) An application must be submitted to the Town prior to commencing any community improvement works.Should an application be submitted following the commencement of community improvement works, theapplication will be rejected upon receipt.c) All sources of additional funding/incentives must be declared at the time of application submission. TheBolton CIP Review Panel and/or Administrator is entitled to make recommendations for incentivereductions based upon any declared funding/incentive.d) The Bolton CIP Review Panel and/or Administrator will evaluate all applications and supporting materials.Based on the panel’s evaluation, a recommendation will be made to the Town’s Treasurer. The Treasurerwill approve CIP grant applications upon the unanimous recommendation of the Bolton CIP Review Panel.44

Boltone) Should the application be approved, a Financial Incentive Program Agreement will be required, which willoutline the terms, duration, default, and any other provisions of the incentive program.f) Should the CIP Review Panel and/or Administrator, require additional information, plans, studies, or anyadditional works related to the proposed project and incentive program application, the requestedinformation and/or works must be adequately provided and/or undertaken prior to approval of theapplication, at the applicant’s expense.g) Upon approval and/or completion of community improvement works, the Town reserves the right to auditthe costs associated with any of the works described by the approved CIP application. Audits will beundertaken at the expense of the applicant.h) Upon approval and/or completion of community improvement works, the Town reserves the right to inspectany properties/buildings that are associated with an incentive program application offered within this CIP.i) Should the applicant fall into default of any of the General Eligibility Requirements, or fail to meet thedetailed requirements of each of the incentive programs or any other requirements of the Town, the Townmay delay, reduce, or cancel the approved incentive program benefits, and may require repayment of anyof the incentive program benefits, at the discretion of the Town.j) All Bolton CIP Incentive programs will be monitored for effectiveness on an annual basis with a detailedreview in year 5 of the program to determine whether the program has effectively met the goals andobjectives of the Bolton CIP. Based upon the results of either the annual review or the 5-year detailedreview, the Town may decide to modify, continue, or discontinue any or all of the incentive programs at itsdiscretion.k) The Town may discontinue any of the CIP incentive programs at any time; however, all applicants withapproved incentive program benefits will continue to receive the benefits in accordance with the termsoutlined in the CIP, subject to fulfilling any requirements and agreements and subject to available fundingas approved by Council.l) Any program commitments may be cancelled if work does not commence within six months of approval ofan application, or in accordance with an agreement with the Town.6.9 Application Process for the Financial Incentive ProgramsTable 12 provides a detailed outline of the steps involved in the application process for the Financial IncentivePrograms. The table must be read in association with the General Process and Submission Requirements of theFinancial Incentive Programs, as presented in Section 6.8.Table 12: Application Process for the Financial Incentive ProgramsSTEP 1:APPLICATION SUBMISSIONa) Applicants are required to arrange and participate in a pre-application consultation meeting with one or moremembers of the Bolton CIP Review Panel and/or Administrator, in order to discuss and confirm applicationBolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 2011454545

Boltonrequirements, program eligibility, proposed scope of work, project timing, supporting documentationrequirements, etc.b) The applicant will be required to submit a complete application, which will include all of the requiredapplication forms, in addition to any supporting documentation, required by the CIP Review Panel and/orAdministrator, which may include but is not limited to:i. photographs of the existing building condition;ii.iii.iv.historical photographs and/or drawings;a site plan and/or professional design study/architectural drawings;a landscape planv. specification of the proposed works, including a work plan for the improvements andconstruction drawings;vi.vii.any additional requirements as outlined in the Program Specific Eligibility Requirement tablesin Section 4.0; andtwo cost estimate(s) for eligible work provided by licensed contractors.c) Once all of the required forms and supporting materials are received, the CIP Review Panel and/orAdministrator will undertake a preliminary screen of the proposal and application.d) Based on the application and proposal, and the results of the preliminary screening, the CIP Review Paneland/or Administrator may perform an initial site visit and inspection of the building/property (as necessary).e) If the application clearly does not meet the program requirements, the application will not be accepted.f) If the application meets the program requirements, the application will be accepted.g) By accepting an application for any of the Financial Incentive Programs, the CIP Review Panel and/orAdministrator does not guarantee program approval.STEP 2:APPLICATION REVIEW & EVALUATIONa) Once an application has been accepted by the CIP Review Panel and/or Administrator, information relatedto the applicant, application, and proposal information will be entered into the Town’s database system inorder to track the application details, progress and results. This will be an on-going task throughout theremainder of the application process.b) Applications and supporting documentation will be considered by the CIP Review Panel and/orAdministrator against the incentive program eligibility requirements (including both general and specificrequirements).c) Based on the proposal, application, and fulfillment of eligibility requirements, the CIP Review Panel and/orAdministrator will determine if the proposal and application will be considered eligible.46

Boltond) Based on eligibility, the CIP Review Panel and/or Administrator will recommend approval or not. Therecommendation will be forwarded to the Treasurer.e) Should the CIP Review Panel and/or Administrator recommend approval of the application, a FinancialIncentive Program Agreement will be prepared by Legal staff.f) If applicable, the Financial Incentive Program Agreement will be forwarded to the applicant to be dated andsigned.g) Once the Agreement has been signed and returned to the Town, work may begin on the project.h) Should an agreement be forwarded by the CIP Review Panel and/or Administrator to the applicant forsignature, the CIP Review Panel and/or Administrator does not guarantee program approval.STEP 3:APPLICATION APPROVALa) If the CIP Review Panel and/or Administrator has recommended that the application be refused, notificationin writing will be sent to the applicant.b) Approval authority for grant applications is delegated to the Town’s Treasurer (By-Law 2011-038). TheTreasurer will only approve applications that have been unanimously recommended by the Review Panel.c) Alternatively, if the CIP Review Panel has not unanimously recommended approval a report with theapplication details will be forwarded to Council who will determine if approval will be granted.d) If Council or the Treasurer approves an application, the Agreement will be executed by the signing anddating of the agreement by Town officials and the applicant.e) A copy of the signed and dated Financial Incentive Program Agreement will be provided to the applicant.STEP 4:PAYMENTa) Once an application has been approved, and the agreement signed and dated, and once all of the requiredapprovals and permits for the work are secured, the applicant may commence community improvementworks.b) Payment of the financial incentive, in accordance with the Financial Incentive Program Agreement, will beprovided upon successful completion of the approved work, to the satisfaction of the Town.c) Prior to issuance of the financial incentive, the applicant may be required to provide the CIP Review Paneland/or Administrator with final supporting documentation, which may include but is not limited to:i. photographic evidence of the completed works satisfactory to the Town;ii.iii.other documentation proving successful completion of the project according to ProgramSpecific Eligibility Requirements as described in Section 4.0;original invoices for all eligible work done, indicating the total amount paid for eligible works(excluding all taxes); andBolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 2011474747

Boltoniv.proof of payment to contractors in full (original cancelled cheques).d) The CIP Review Panel and/or Administrator may perform final site visit and inspection of thebuilding/property (as necessary) in order to ensure that the project has been completed in accordance withthe Financial Incentive Program Agreement.e) Prior to issuance of the financial incentive payment, the CIP Review Panel and/or Administrator will ensurethat all program requirements and details of the agreement have been met.f) The CIP Review Panel and/or Administrator will take appropriate remedies as specified in the agreement ifthe applicant defaults on the agreement.g) If all program requirements and Financial Incentive Program Agreement requirements have been met to theCIP Review Panel and/or Administrator’s satisfaction, the CIP Review Panel and/or Administrator will issuepayment of the approved grant in accordance with the general and specific program eligibility requirements,and the agreement.6.10 Marketing StrategyIn order to achieve the goals and objectives identified by this CIP, the Town must successfully market the possibleincentive options available under the CIP to property owners and other interested parties.The following identifies specific activities that will be undertaken by the Town, as appropriate, upon adoption of theCIP in order to market the opportunities available through this Plan.Information/Communication:a) Upon initiation and completion of an initiative that is part of the Municipal Leadership Strategy, the Town ofCaledon may advertise the initiative in association with the Bolton CIP, in order to raise awareness to thegoals, objectives, and opportunities available as part of the CIP.b) The Town may prepare educational newsletters and/or brochures that will provide an overview of theBolton CIP, and the possible incentive options available. Brochures and newsletters may be delivered toall property owners, tenants, and other interested parties within the designated Community ImprovementProject Area. Brochures and newsletters may also be displayed by the Town at its municipal office, and onthe Town’s website.c) The Town may also prepare a promotional display that will provide an overview of the Bolton CIP, and thepossible incentive options available. The Town may use the display at local community or economicdevelopment events that the Town has sponsored and/or in which it is participating.d) The Town may hold a series of informational workshops upon adoption of the CIP and at the beginning ofevery year to educate property owners, tenants, and other interested parties within the designatedCommunity Improvement Project Area with respect to the Financial Incentive Programs available and theannual priorities/levels of funding.48

Boltone) The CIP Review Panel and/or CIP Administrator will be available on an on-going basis to answer questionsfrom potential applicants with respect to the CIP programs. As well, the Review Panel and/or CIPAdministrator will participate in pre-application consultation meetings prior and site visits to discuss themerits of a potential application with property owners, tenants, and other interested parties.f) Information obtained as a result of the monitoring program, including progress on implementation and thestatistical results of the Financial Incentive Programs may also be made available through newsletters andinformation sheets to promote the successes of the CIP.g) The Bolton Community Improvement Task Force, Bolton Business Improvement Areas, Bolton MerchantsAssociation, and Chamber of Commerce may also play a role in ensuring that information related to theBolton CIP is displayed and shared with property owners, tenants, and other interested parties. Theseorganizations may circulate newsletters/brochures, hold workshops, and liaise with potential applicants.h) The Town may organize and participate in other appropriate activities to encourage participation byproperty owners, tenants, and other interested parties in the CIP programs.Bolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 2011494949

Bolton7.0 ConclusionThe Town of Caledon Bolton Community Improvement Plan provides a framework that guides communityimprovement in the Town, and is based upon the Strategy (March 2009) that was developed as part of the CIPStudy.In order to implement the strategy, this CIP provides a set of goals and objectives for community improvement ofBolton, Municipal Leadership Strategy and a set of incentive programs available to eligible property owners in orderto stimulate and leverage private sector investment. Implementation and monitoring of the program will beundertaken by the Town and its CIP Review Panel and/or Administrator.It is anticipated that the CIP will be implemented over a 10-year period. Implementation of this Plan will promotebeautification and prosperity in the Bolton Community Improvement Project Area by:a) Improving Bolton’s public infrastructure and social and recreational facilities/services in a coordinatedmanner, reflecting localized issues, the Town’s priorities, and financial resources;b) Encouraging, supporting, and aiding in the coordination of private sector investment;c) Promoting the planning or replanning, design or redesign, resubdivision, clearance, development orredevelopment, construction, reconstruction and rehabilitation, and/or the improvement of energy efficiencyof buildings or properties;d) Improving the tax assessment base and revenues for the Town and the Province of Ontario;e) Endorsing the economic development and competitiveness of Bolton in order to create a diverse andsustainable economic base;f) Retaining and increasing employment, live/work, shopping, and tourism opportunities within the Boltonhistoric core, commercial corridor, and older industrial areas;g) Improving the physical environment and visual qualities of the Bolton historic core, commercial corridor,and older industrial areas in a manner that is consistent with the Town’s design principles and guidelineswith respect to built form; andh) Protecting and enhancing the environmental features, and unique attributes, nature, and identity of Bolton.Bolton Community Improvement Plan | Town of CaledonMMM Group Limited | April 2009Rev. 2 as approved by Council April 201150