AGENDA - Columbia Shuswap Regional District

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ADVISORY COMMITTEE MEETING APRIL 29, 2021 SORRENTO-BLIND BAY INCORPORATION STUDY PAGE 1 Sorrento-Blind Bay Incorporation Advisory Committee April 29, 2021 AGENDA TIME & PLACE: Thursday, April 29, 2021 6:00 pm – 8:30 pm Online Access to Zoom Meeting PURPOSE: From 6:00 pm to 8:30 pm on Thursday April 29, 2021, the Sorrento-Blind Bay Incorporation Advisory Committee will meet as part of the analysis phase of the study. The Committee will have an opportunity to revisit the sample tax notices, and will review the requests from residents of the Hilltop/Huband Road and Hendrickson/White Lake Road areas for exclusion from the Study Area. AGENDA: 1. Call to Order – 6:00 pm Chair Smith will call the meeting to order and ask for the agenda to be adopted 2. Committee Meeting Minutes The Committee will be asked to adopt the April 21, 2021, Committee Meeting Minutes 3. Change to Committee Membership Chair Smith will update the Committee on the resignation of Tim Van Den Heuvel from the Committee 4. Incorporation Study Area Boundary The consultants will re-introduce the set of proposed Boundary Assessment Criteria for the Committee to consider it its review of requests for changes to the Incorporation Study Area boundary Chair Smith will invite representatives of the residents of Hilltop/Huband Road and Hendrickson/White Lake Road to present their requests for exclusion from the Incorporation Study Area Committee members will have an opportunity to ask questions of the representatives

Transcript of AGENDA - Columbia Shuswap Regional District

ADVISORY COMMITTEE MEETING APRIL 29, 2021 SORRENTO-BLIND BAY INCORPORATION STUDY PAGE 1

Sorrento-Blind Bay Incorporation Advisory Committee April 29, 2021

AGENDA

TIME & PLACE: Thursday, April 29, 2021 6:00 pm – 8:30 pm Online Access to Zoom Meeting

PURPOSE: From 6:00 pm to 8:30 pm on Thursday April 29, 2021, the Sorrento-Blind Bay Incorporation Advisory Committee will meet as part of the analysis phase of the study. The Committee will have an opportunity to revisit the sample tax notices, and will review the requests from residents of the Hilltop/Huband Road and Hendrickson/White Lake Road areas for exclusion from the Study Area.

AGENDA: 1. Call to Order – 6:00 pm

– Chair Smith will call the meeting to order and ask for the agenda to be adopted

2. Committee Meeting Minutes

– The Committee will be asked to adopt the April 21, 2021, Committee

Meeting Minutes 3. Change to Committee Membership

– Chair Smith will update the Committee on the resignation of Tim Van Den Heuvel from the Committee

4. Incorporation Study Area Boundary

– The consultants will re-introduce the set of proposed Boundary

Assessment Criteria for the Committee to consider it its review of requests for changes to the Incorporation Study Area boundary

– Chair Smith will invite representatives of the residents of Hilltop/Huband Road and Hendrickson/White Lake Road to present their requests for exclusion from the Incorporation Study Area

– Committee members will have an opportunity to ask questions of the representatives

ADVISORY COMMITTEE MEETING APRIL 29, 2021 SORRENTO-BLIND BAY INCORPORATION STUDY PAGE 2

5. Multi-Year Budget and Sample Tax Notices

– The consultants will revisit the Multi-Year Budget to address questions and/or suggestions regarding assumptions and entries

– The consultants will review with the Committee the sample tax notices that were presented "on table" at the previous meeting

6. Questions from Public – 15 mins

– Chair Smith will invite members of the public to ask questions on the

materials presented or on related issues 7. Community Engagement

– Electoral Area Director, Paul Demenok, will present some suggestions

aimed at optimizing community engagement in the coming months during a period of ongoing uncertainty related to COVID-19

8. Updated Incorporation Study Schedule

– The consultants will outline a proposed, updated schedule for the remainder of the Incorporation Study

9. Municipal Classification and Size of Council

– The consultants will re-introduce two issues on which the Ministry is seeking Committee input: the class of municipality that would be assigned to Sorrento-Blind Bay should electors vote for incorporation; and the size of Council

10. Next Meeting 11. Adjourn — 8:30 pm

ATTACHMENTS: The following documents are included in the agenda package for the Committee's review:

– April 21, 2021, Committee Meeting Minutes – Multi-Year Budget – Proposed Boundary Assessment Criteria – Ministry Requests for Input

MULTI-YEAR BUDGET SORRENTO-BLIND BAY INCORPORATION STUDY APRIL 2021 PAGE 1

Sorrento-Blind Bay Incorporation Study April, 2021

MULTI-YEAR BUDGET

INTRODUCTION The terms of reference for the Incorporation Study calls for the development of multi-year budget for a Sorrento-Bind Bay Municipality that extends beyond term of Provincial Offer of Restructure Assistance. This document presents the budget; sample tax notices for different sample properties will be provided separately. The consultants will review the budget and tax notices with Committee at its meeting on April 21, 2021. NOTES AND ASSUMPTIONS The budget presents the municipal revenues and expenses reviewed with the Committee in the various Service Sheets, but extended over a seven-year period beginning in 2023. The budget focuses on the municipal revenues and expenses, and does not include the costs of any services provided by CSRD in which the new municipal would participate. The cost of these services will, however, show on the sample tax notices. Costs and revenues are not adjusted for inflation. Increases in service costs are primarily related to increased capital contributions for capital reserves or planned projects already referenced in the CSRD budgeting process. Per capita provincial transitional assistance and the pro-rated portion of the small communities grant for the end of 2022 are spread equally over the first five years (interest revenue is included). The Provincial assistance anticipated prior to incorporation, referenced in the Provincial Offer, is reflected in 2023. While it is not certain that the municipality would exceed a population of 5,000 in the 2026 Census, the budget includes the municipal portion of policing costs beginning in 2027. If the Sorrento-

Blind Bay has not reached that threshold, the funds could be added to a reserve to prepare for the municipality's ultimate transition on policing. Property Tax Rates Property taxes shown in the budget are based on the amount of funds necessary to recover the costs of the services, once other revenue sources are deducted. No attempts have been made to smooth tax increases or to provide for additional reserve contributions beyond the capital program, as those decisions would be made by Council. The calculation of property tax rates assumes that the same tax ratios between the property classes as used by the regional district are used by the municipality. It should be noted, however, that the municipality would have the ability to alter the ratios for all property classes, including business and residential. Operating Reserve An operating reserve is assumed to be created from the transfer of operating reserve funds for each of the CSRD services in which Sorrento-Blind Bay would no longer be a participant. For each operating reserve, a portion of the reserve, estimated at the beginning of 2023, is allocated to the new municipality based on the proportion of converted assessment. The resulting operating reserve represents approximately 14% of the municipality's annual operating expenses (net of capital reserve contributions). Figure 1 shows the reserve amounts that would be transferred to the new municipality. The operating reserves would not be drawn upon, with the exception of Year 1 (2023) when a small

MULTI-YEAR BUDGET SORRENTO-BLIND BAY INCORPORATION STUDY APRIL 2021 PAGE 3

and/or construction of a municipal hall. In year six the full $250,000 is estimated to go toward the construction of a municipal hall (financed over a minimum of 20 years). By year six the municipality would also know whether it is exceeding the 5,000 population threshold. Decisions regarding police services and the need (or preference) for a local police detachment building can be made at that time in conjunction with the construction of a municipal hall.

2023 2024 2025 2026 2027 2028 2029YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 YEAR 6 YEAR 7

REVENUESTAX REVENUES FROM LOCAL SERVICES, PARCEL TAXES AND USER FEES

Street light local services $27,125 $27,125 $27,125 $27,125 $27,125 $27,125 $27,125Water parcel taxes $219,492 $205,148 $205,148 $205,148 $205,148 $205,148 $205,148Water utility fees $441,564 $441,564 $441,564 $441,564 $441,564 $441,564 $441,564Additional water reserve fees or taxes* $8,919 $31,963 $61,963 $111,963 $151,963 $181,963 $216,963

UTILITY TAX AND FRANCHISE AGREEMENTSUtility Tax (1%) $84,000 $84,000 $84,000 $84,000 $84,000 $84,000 $84,000Fortis Franchise Agreement $50,000 $50,000 $50,000 $50,000 $50,000 $50,000 $50,000

SALE OF SERVICES AND AGREEMENTSNotch Hill agreement $54,689 $54,689 $54,689 $54,689 $54,689 $54,689 $54,689Planning & Subdivision Fees (Applications) $35,000 $35,000 $35,000 $35,000 $35,000 $35,000 $35,000Building Permit fees $70,000 $70,000 $70,000 $70,000 $70,000 $70,000 $70,000Strata K49 street lights $1,928 $1,928 $1,928 $1,928 $1,928 $1,928 $1,928Water Connections & Bulk Usage $7,000 $7,000 $7,000 $7,000 $7,000 $7,000 $7,000

UNCONDITIONAL GRANTSSmall Communities Grant $485,000 $485,000 $485,000 $485,000 $485,000 $485,000 $485,000Community Works Fund $253,000 $253,000 $253,000 $253,000 $253,000 $253,000 $253,000Traffic Fine Revenue Grant $0 $0 $0 $0 $16,000 $16,000 $16,000

PROVINCIAL OFFER/TRANSITION ASSISTANCEProvincial tax rebate $391,580 $0 $0 $0 $0 $0 $0Provincial transition assistance $250,090 $250,090 $250,090 $250,090 $250,090 $0 $0Provincial post transition grants $100,000 $0 $0 $0 $0 $0 $0

OPERATING RESERVESOperating reserve/surplus $42,999 $0 $0 $0 $0 $0 $0Operating reserve/surplus interest $0 $20,376 $17,160 $13,899 $10,592 $6,735 $6,829

SUBTOTAL $2,522,386 $2,016,883 $2,043,667 $2,090,406 $2,143,099 $1,919,152 $1,954,246

MUNICIPAL PROPERTY TAXESMunicipal Revenues $2,522,386 $2,016,883 $2,043,667 $2,090,406 $2,143,099 $1,919,152 $1,954,246Municipal Expenses $5,418,551 $5,304,851 $5,334,851 $5,384,851 $6,224,851 $6,264,851 $6,299,851Property tax needed $2,896,165 $3,287,968 $3,291,184 $3,294,445 $4,081,752 $4,345,699 $4,345,605Property tax raised $2,896,165 $3,287,968 $3,291,184 $3,294,445 $4,081,752 $4,345,699 $4,345,605reserves $0 $0 $0 $0 $0 $0 $0

Property Tax Rate $1.888 $2.143 $2.145 $2.147 $2.661 $2.833 $2.833On $400,000 residential property $755 $857 $858 $859 $1,064 $1,133 $1,133Annual Increase - 13.5% 0.1% 0.1% 23.9% 6.5% 0.0%

Road improvements (in kind) $1,200,000 $500,000 $500,000 $500,000 $500,000

* TBD whether raised as parcel taxes or user fees

2023 2024 2025 2026 2027 2028 2029YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 YEAR 6 YEAR 7

EXPENSESADMINISTRATION

Grants in aid $95,000 $95,000 $95,000 $95,000 $95,000 $95,000 $95,000General administration $1,200,380 $1,200,380 $1,200,380 $1,200,380 $1,200,380 $1,200,380 $1,200,380Transition costs $150,000Municipal hall costs $250,000 $250,000 $250,000 $250,000 $250,000 $250,000 $250,000

PLANNING & BUILDINGLand use planning $278,950 $278,950 $278,950 $278,950 $278,950 $278,950 $278,950Building Inspection $143,750 $143,750 $143,750 $143,750 $143,750 $143,750 $143,750Special Projects $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000Bylaw Enforcement & Business Licensing $113,850 $113,850 $113,850 $113,850 $113,850 $113,850 $113,850Subdivision $21,250 $21,250 $21,250 $21,250 $21,250 $21,250 $21,250

PARKS, RECREATION AND CULTURECommunity Parks $330,000 $330,000 $330,000 $330,000 $330,000 $330,000 $330,000- Parks capital reserve contributions $42,400 $70,000 $70,000 $70,000 $70,000 $80,000 $80,000Regional library $222,522 $222,522 $222,522 $222,522 $222,522 $222,522 $222,522

PUBLIC WORKS & UTILITIESWater Utilities $467,050 $467,050 $467,050 $467,050 $467,050 $467,050 $467,050- Water capital reserve contributions $163,300 $190,000 $220,000 $270,000 $310,000 $340,000 $375,000Debentures for Waverly Park extension $21,625 $21,625 $21,625 $21,625 $21,625 $21,625 $21,625Debentures for Lakeview place extension $18,000 $0 $0 $0 $0 $0 $0Street lights $27,125 $27,125 $27,125 $27,125 $27,125 $27,125 $27,125Strata K49 street lights $1,928 $1,928 $1,928 $1,928 $1,928 $1,928 $1,928Roads Operating (maintenance) $0 $0 $0 $0 $0 $1,026,000 $1,026,000- Roads capital reserve contributions $1,226,000 $1,226,000 $1,226,000 $1,226,000 $1,226,000 $200,000 $200,000

EMERGENCY SERVICESFire $375,421 $375,421 $375,421 $375,421 $375,421 $375,421 $375,421- Fire capital reserve contributions $250,000 $250,000 $250,000 $250,000 $250,000 $250,000 $250,000Police $0 $0 $0 $0 $800,000 $800,000 $800,000

SUBTOTAL $5,418,551 $5,304,851 $5,334,851 $5,384,851 $6,224,851 $6,264,851 $6,299,851

CAPITAL RESERVES FIRE WATER PARKS ROADS MUNICIPAL HALL PARKLAND

BEGINNING OF 2023 $751,079 $2,707,871 $132,993 $0 $9 $620,559In $250,000 $163,300 $42,400 $1,226,000 $200,000 $0Out ($190,000) $0 ($30,000) $0 $0 $0Investment income $10,515 $37,910 $1,862 $0 $0 $8,688

BEGINNING OF 2024 $821,594 $2,909,081 $147,255 $1,226,000 $200,009 $629,247In $250,000 $190,000 $70,000 $1,226,000 $200,000 $0Out ($200,000) $0 ($180,000) $0 $0 $0Investment income $11,502 $40,727 $2,062 $17,164 $2,800 $8,809

BEGINNING OF 2025 $883,096 $3,139,808 $39,317 $2,469,164 $402,809 $638,056In $250,000 $220,000 $70,000 $1,226,000 $200,000 $0Out ($10,000) $0 $0 $0 $0 $0Investment income $12,363 $43,957 $550 $34,568 $5,639 $8,933

BEGINNING OF 2026 $1,135,460 $3,403,766 $109,867 $3,729,732 $608,449 $646,989In $250,000 $270,000 $70,000 $1,226,000 $200,000 $0Out ($75,000) $0 ($75,000) $0 $0 $0Investment income $15,896 $47,653 $1,538 $52,216 $8,518 $9,058

BEGINNING OF 2027 $1,326,356 $3,721,418 $106,405 $5,007,949 $816,967 $656,047In $250,000 $310,000 $70,000 $1,226,000 $200,000 $0Out $0 $0 ($75,000) $0 $0 $0Investment income $18,569 $52,100 $1,490 $70,111 $11,438 $9,185

BEGINNING OF 2028 $1,594,925 $4,083,518 $102,895 $6,304,060 $1,028,404 $665,232In $250,000 $340,000 $80,000 $200,000 $0 $0Out ($450,000) $0 ($75,000) ($700,000) ($1,000,000) $0Investment income $22,329 $57,169 $1,441 $88,257 $14,398 $9,313

BEGINNING OF 2029 $1,417,254 $4,480,687 $109,335 $5,892,317 $42,802 $674,545In $250,000 $375,000 $80,000 $200,000 $0 $0Out $0 $0 $0 ($700,000) $0 $0Investment income $19,842 $62,730 $1,531 $82,492 $599 $9,444

Tax Comparison

PROPERTY LOCATION BLIND BAYPROPERTY VALUE $400,000

SERVICE/TAX CATEGORY

RateAmount Owing Rate

Amount Owing

School tax 1.9456 $778.24 1.9456 $778.24Hospital District Tax 0.3345 $133.80 0.3345 $133.80BC Assessment 0.0389 $15.56 0.0389 $15.56Municipal Finance Authority 0.0002 $0.08 0.0002 $0.08SUBTOTAL $927.68 $927.68

PLANNING & BUILDING $131.76 0.2764 $110.54 Municipal Services $113.96 CSRD Services (GIS) 0.0445 $17.80PARKS $115.54 0.2495 $99.79 Municipal Services (Community Parks) $104.30 CSRD Services (Rail Trail & Shuswap Multipurpose) 0.0280 $11.24ECONOMIC DEVELOPMENT 0.1034 $41.35 0.1034 $41.35

TRANSPORTATION 0.0344 $13.76 0.0344 $13.76

SOLID WASTE & RECYCLING 0.0511 $20.44 0.0511 $20.44

MISCELLANEOUS SERVICES $5.14 0.0126 $5.04 Municipal Services (Anti-Whistling) $0.10 CSRD Services (Dog Control & SPCA) 0.0126 $5.04ENVIRONMENTAL SERVICES 0.0259 $10.38 0.0346 $13.86

EMERGENCY SERVICES $177.03 0.5102 $204.07 Municipal Fire Service $151.76 CSRD Emergency Services 0.0632 $25.27UTILITY SERVICES $13.16 0.0329 $13.16

ADMINISTRATION SERVICES $322.74 $209.45 Municipal Administration $276.59 CSRD Administration $46.15ROADS $319.67

LIBRARY $58.02 0.1338 $53.53

PARCEL TAXES Water - Cedar Heights $114.00 $114.00 LWMP $6.19 $6.19MUNICIPAL OTHER REVENUES ($99.86)

SUBTOTALSMUNICIPAL- WIDE TAXES SUBTOTAL 2.3309 $924.54MUNICIPAL LOCAL AREA TAXES (SORRENTO) $127.16CSRD SERVICES SUBTOTAL 0.4808 $191.43 2.0500 $784.99CSRD PARCEL TAXES $6.19 $120.19LOCAL GOVERNMENT SERVICES SUBTOTAL $1,249.32 $905.18

PROVINCIAL TAXES

Provincial Rural Tax n/a n/a 0.4700 $188.00Police tax 0.2096 $83.84 0.1067 $42.68PROVINCIAL SUBTOTAL $83.84 $230.68

TOTAL TAXES

SCHOOL, HOSPITAL, BC ASSESSMENT & MFA $927.68 $927.68LOCAL GOVERNMENT SERVICES $1,249.32 $905.18PROVINCIAL $83.84 $230.68

TOTAL $2,260.84 $2,063.54

INCLUDING POLICE (POPULATION EXCEEDS 5,000) $2,381.42

* Water User Fee Utility billed separately $344.00 $344.00

INCORPORATION C1 (DEFAULT)

SCHOOL, HOSPITAL, BC ASSESSMENT & MFA

LOCAL GOVERNMENT SERVICES

Tax Comparison

PROPERTY LOCATION SORRENTOPROPERTY VALUE $400,000

SERVICE/TAX CATEGORY

RateAmount Owing Rate

Amount Owing

School tax 1.9456 $778.24 1.9456 $778.24Hospital District Tax 0.3345 $133.80 0.3345 $133.80BC Assessment 0.0389 $15.56 0.0389 $15.56Municipal Finance Authority 0.0002 $0.08 0.0002 $0.08SUBTOTAL $927.68 $927.68

PLANNING & BUILDING $131.76 0.2764 $110.54 Municipal Services $113.96 CSRD Services (GIS) 0.0445 $17.80PARKS $115.54 0.2495 $99.79 Municipal Services (Community Parks) $104.30 CSRD Services (Rail Trail & Shuswap Multipurpose) 0.0280 $11.24ECONOMIC DEVELOPMENT 0.1034 $41.35 0.1034 41.35

TRANSPORTATION 0.0344 $13.76 0.0344 $13.76

SOLID WASTE & RECYCLING 0.0511 $20.44 0.0511 $20.44

MISCELLANEOUS SERVICES $5.14 0.0126 $5.04 Municipal Services (Anti-Whistling) $0.10 CSRD Services (Dog Control & SPCA) 0.0126 $5.04ENVIRONMENTAL SERVICES 0.0259 $10.38 0.0346 $13.86

EMERGENCY SERVICES $177.03 0.5102 $204.07 Municipal Fire Service $151.76 CSRD Emergency Services 0.0632 $25.27UTILITY SERVICES $28.44 0.0711 $28.44

ADMINISTRATION SERVICES $322.74 $221.00 Municipal Administration $276.59 CSRD Administration $46.15ROADS $319.67 n/a n/a

LIBRARY $58.02 0.1338 $53.53

PARCEL TAXES Water - Sorrento $138.00 $138.00 LWMP $6.19 $6.19MUNICIPAL OTHER REVENUES ($99.86)

SUBTOTALSMUNICIPAL- WIDE TAXES SUBTOTAL 2.3309 $924.54MUNICIPAL LOCAL AREA TAXES (SORRENTO) $166.44CSRD SERVICES SUBTOTAL 0.4808 $191.43 2.0500 $811.82CSRD PARCEL TAXES $6.19 $144.19LOCAL GOVERNMENT SERVICES SUBTOTAL $1,288.60 $956.01

PROVINCIAL TAXES

Provincial Rural Tax n/a n/a 0.4700 $188.00Police tax 0.2096 $83.84 0.1067 42.68PROVINCIAL SUBTOTAL $83.84 $230.68

TOTAL TAXES

SCHOOL, HOSPITAL, BC ASSESSMENT & MFA $927.68 $927.68LOCAL GOVERNMENT SERVICES $1,288.60 $956.01PROVINCIAL $83.84 $230.68

TOTAL $2,300.12 $2,114.37

INCLUDING POLICE (POPULATION EXCEEDS 5,000) $2,420.70

* Water User Fee Utility billed separately $417.00 $417.00

INCORPORATION C1 (DEFAULT)

SCHOOL, HOSPITAL, BC ASSESSMENT & MFA

LOCAL GOVERNMENT SERVICES

BOUNDARY ASSESSMENT CRITERIA SORRENTO-BLIND BAY INCORPORATION STUDY APRIL 2021 PAGE 1

Sorrento-Blind Bay Incorporation Study April, 2021

PROPOSED BOUNDARY ASSESSMENT CRITERIA

BACKGROUND In early 2019, the consultants presented the Electoral Area C (South Shuswap) Boundary Analysis Report to the Columbia Shuswap Regional District (CSRD) Board of Directors and the Ministry of Municipal Affairs. The report was commissioned by the Ministry to define the potential study area geographies for the restructure scenarios recommended by the Committee that oversaw the Electoral Area C (South Shuswap) Governance Study in late 2017. One of the scenarios addressed in the Boundary Analysis was the incorporation of Sorrento-Blind Bay. The boundary proposed for this scenario was endorsed by the Ministry and adopted as the Incorporation Study Area boundary for the present Sorrento-Blind Bay Incorporation Study. REQUESTS FOR CHANGE Over the course of the Incorporation Study, the Incorporation Study Committee and the Ministry have been petitioned by a relatively small number of residents to adjust the Study Area boundary to exclude their properties from the area being considered for incorporation. The subject properties are located within two parts of the Study Area, including: • Hendrickson Road and White Lake Road in the

extreme southeast portion of the Area • Hilltop Road and Huband Road in the centre-

south portion of the Area Attachment I identifies in rough terms the two neighbourhoods. Letters received from residents in these neighbourhoods are enclosed as Attachment II for the Committee's review.

The concerns raised in the letters differ to a certain extent by writer; the following common themes, however, are evident: • Rural — The residents view their properties as

rural in terms of population density and infrastructure.

• Connection to Rural Communities — The residents consider their properties to be more similar to those in Notch Hill and/or White Lake than to those in Sorrento and Blind Bay. The residents express a strong sense of connection to these neighbourhoods, and a shared history.

• Level of Servicing — The residents do not wish to receive, and do not believe that it is feasible to expect, increased services including infrastructure.

• Regulation — The residents associate incorporation with increased property regulation, bylaws, and the need to seek permission for activities that they are free to do at present. Increased regulation is not desired.

• Farm Land — Residents on farm land, including that which is identified as Class 9 (Farm), but also that which being used for farming but not listed as Class 9, do not view farming as compatible with incorporation.

• Cost — Residents believe that costs would increase post-incorporation, if not in the short term then over time.

BOUNDARY ASSESSMENT CRITERIA SORRENTO-BLIND BAY INCORPORATION STUDY APRIL 2021 PAGE 2

MINISTRY OF MUNICIPAL AFFAIRS The Ministry of Municipal Affairs commissioned the Boundary Analysis through which the Incorporation Study Area boundary was proposed. The Ministry accepted the recommendation of the CSRD (based on the Boundary Analysis) to endorse the current boundary that has been the focus of the Incorporation Study to date. The Minister of Municipal Affairs has received the requests from the affected residents, and has indicated a willingness to consider changes to the boundary. Ministry staff have been clear, however, that the Minister will only consider changes in cases where "there is a strong rationale, a special circumstance, and the request is informed by the results of the service and taxation analysis".1 Ministry staff have also noted, separately, that the Ministry will look to input from the Study Committee and consultants to help inform decisions on changes. COMMITTEE REVIEW The consultants, in discussion with the Committee Chair, have suggested that the Committee review the requests for boundary adjustment at the April 29, 2021, meeting. The consultants have also suggested that the Committee offer the residents of Hendrickson/White Lake and Hilltop/Huband neighbourhoods who have submitted requests the opportunity to appear before the Committee. This suggestion was based on discussion by the Committee at its February 11, 2021, meeting. To assist the Committee in its review of the requests the consultants have developed a set of proposed assessment criteria for consideration. These criteria, which are outlined in Figure 1, include some but not all of the criteria that were used in the original Boundary Analysis in 2019. NEXT STEPS The consultants will introduce the boundary change topic and the proposed assessment criteria at the April 21, 2021, meeting. The Committee's review of the specific requests is planned for the April 29, 2021, meeting. The letter writers, who

1 January 28, 2021, letter from Kailey Laidlaw,

Ministry of Municipal Affairs, to John Smith, Chair

will be notified formally following the April 21 discussion, will be given the opportunity to address the Committee on April 29. Based on the information from the affected residents, the Committee's own review, and advice from the consultants, the Committee will be asked to make recommendations on the boundary to the Minister at the close of the April 29, 2021, meeting, or at a later date of the Committee's choosing.

of Sorrento-Blind Bay Incorporation Study Committee.

on the land of the original farm, from where fruit was shipped by rail out of Notch Hill, then a busier trading centre than Salmon Arm. Some of us walk the forest trails which are remnants of the horse drawn logging done in the 1920s and 1930s. Some of us remember going to the general store in Notch Hill for groceries.

• The current owner of the log house, built in 1910, can tell stories of how the and the socialized and helped each other with farming.

• We hire people to do the things that are required to be done by certified professionals, but beyond that, many of us like to do things by ourselves. There is a creativity and satisfaction in solving problems that come up and finding a solution that makes sense to a person. Having to investigate whether there may be a bylaw to be followed, would take away this freedom to be creative and take away a lot of the satisfaction.

• “Never has a new level of government been added and through this addition has bureaucracy been minimized. Just the opposite is true – not only will we have the federal, provincial and CSRD laws, rules and regulations to contend with but municipal bylaws, ordinances and the like. And they will come, because every bureaucracy has to justify its existence and importance. Not only will bureaucracy grow, so will the bodies that need to administer this bureaucracy. And these bodies will need office spaces and ongoing costs. And they will cost money, our money.

Also, while we know what the advantages of living in this area are, we have yet to realize what any possible advantages of incorporation would be.”

• “We came here to get away from the city, its madness and horn-honking humdrum. That was 31 years ago. We had to put in our own water and many other things. We did that without inspectors and regulations. This tiny area is all small acreages. That being said, the new proposals amalgamating Sorrento and Blind Bay, or dividing area C, sound good to me. Where people dwell close-knit together, rules and regulations are necessary. We feel, however, we are much more closer to Notch Hill and rural living and would rather be excluded from the amalgamation borderline.”

• “…I would re-emphasize …the unilateral nature of the boundary decision which nobody in the community had an opportunity to review and comment on. That is what has led to the present situation and will continue to divide and cause conflict within the local community throughout this process….”

Thank you for your attention to our submissions. We understand that your recommendations will carry a lot of weight with the Ministry of Municipalities. We sincerely hope that some of us will be given the opportunity to speak to the committee and to hear your questions.

Yours truly,

( for myself and others)

cc: Ministry of Municipal Affairs

cc: CSRD

Total of those contacted that are not in favor of being included in the existing boundary: 28 Undecided: 2 The residents of this area are hoping we can influence the Study and the Committee without having any negative influence on the remainder of the Study area. We are asking the Committee to recognize that the interests, lifestyles and service needs of our small area align more with the other rural areas that have been excluded. Many of our residents feel very strongly about this issue and we are hoping that this letter will provide the Committee and Neilson Strategies with enough information to consider adjusting the boundary to exclude us. At this time we would like to know the following:

1) Will this information be adequate for the Committee to change the boundaries? 2) If not, what would? 3) Would there be an opportunity after the study is complete to change the

boundaries? 4) What criteria would be required after the study to have the boundaries changed?

We are hoping that by providing this information, at this time, that action may be taken prior to public meetings in hopes of avoiding having a small number of angry residents negatively influencing the opinions of those who are not affected by the current boundary. We would also like to thank the Committee for their part in this study. This is a timely exercise and has the potential to benefit the Sorrento and Blind Bay areas. Sincerely,

On behalf of the Hendrickson/White Lake Road residents

From:To: Minister, MUNI MUNI:EXSubject: Sorrento/Blind Bay Incorporation Study Date: December 14, 2020 9:22:52 AM

[EXTERNAL] This email came from an external source. Only open attachments or links that you are expecting from a known sender.

To the Honourable Josie Osbourne,

Greetings to you in beautiful Tofino and congratulations on your recent appointment as Minister of Municipal Affairs.

We are residents of Hendrickson Road, Sorento BC. We are writing to ask you to investigate the proposed boundary for our rural road being included in the Sorrento/Blind Bay incorporation study.

The Columbia Shuswap Regional District has told us that the Ministry is the only governing body with the power to help us.

The following are some of our concerns and questions:

1) “Farm” land on Hendrickson Road

According to the map provided by the CSRD entitled “Blind Bay Municipality Scenario - Map 2” there is only one 20 acre parcel designated as “farm" land that is serviced by Hendrickson Road. It belongs to myself and my wife (

).

This does not accurately reflect the amount of actual“farm" land on our road. We own an additional 160 acres which includes our house and barns. The original farmstead is located on our property. There are a further 90+ acres on Hendrickson Road which are involved in agricultural production, much of which has farm status, because of our farming operation. We are wondering why this reality is not

shown on the map provided?

2) Criteria for selection of boundary

Here is a quote from the CSRD to one of the Hendrickson Road residents:

“Allan Neilson presented to the Committee a letter written on behalf of a group of White Lake Road/Hendrickson Road residents. The residents asked to be removed from the proposed incorporation area. Mr. Neilson then reviewed how the boundaries were decided on (e.g.. fire service areas). Since boundaries would be the decision of the province and would not be considered until after the Incorporation Study is complete, no action is required by this Committee.” For your information, the Incorporation Study Area boundary was selected by the Ministry of Municipal Affairs and Housing on the basis of a boundary analysis that was completed in 2018. Any change to this boundary is the Ministry’s to determine.”

Looking at the map, the boundary for incorporation to the south, is drawn adjacent to the firehall and excludes the farmland of Notch Hill that is directly beside it. Our road has more similarities to the rural Notch Hill, White Lake or Tappen areas than to the more urban Sorrento and Blind Bay. Many in our neighbourhood were very surprised to see the boundaries for the above study included the Hendrickson Road and White Lake Road properties.

Why is our farmland not recognized/able to be excluded? Back in 2018, when this study was first initiated, how were the boundaries determined? We would appreciate clarification.

We do not object to Sorrento/Blind Bay becoming a Municipality, but as rural property owners our life style and values do not align with urban lifestyle. Many of the proposed new or improved services that would greatly benefit those in the urban areas are simply not applicable to the

From: Laidlaw, Kailey MAH:EX Ka ey.La d [email protected]: RE: Concerns - Sorrento-B nd Bay Incorporat on Study

Date: March 8, 2021 at 9:34 AMTo: mCc: [email protected], A an Ne son ane son@ne sonstrateg es.ca, Jenn fer Sham [email protected]

Hello ,

Thank you for writing, I am in receipt of your message copied to the Minister. I appreciateyou expressing your perspectives on the proposed municipal boundary and would like toassure you that your request will be considered at the appropriate time after the serviceand taxation analysis is complete. We have filed your email on the boundary matter forreview.

The Ministry is willing to consider changes provided there is a strong rationale, a specialcircumstance and it is informed by the service and taxation analysis. For furtherbackground, the current boundary was accepted by the Ministry as the basis for theStudy following a Boundary Analysis Study and recommendation from the CSRD Board. The Ministry is requesting input from the Study Committee and the professional opinionfrom Mr. Neilson to help inform any decisions needed. The Ministry also welcomes inputdirectly. The Minister is expected to make the final decision on the boundary before publicengagement and the possible vote.

Please let me know if you would like to discuss the process or share any additionalinformation.

All the best, Kailey

Kailey LaidlawPronouns: She/HerSenior Planning Analyst |Governance and StructureMinistry of Municipal AffairsPhone: 236-478-1771 | Fax: 250-387-7972 | Email: [email protected]

From: Sent: February 27, 2021 9:42 PMTo:Cc: [email protected]; Minister, MUNI MUNI:EX <[email protected]>Subject: Concerns - Sorrento-Blind Bay Incorporation Study [EXTERNAL] This email came from an external source. Only open attachmentsor links that you are expecting from a known sender. Dear Mr. Smith, Chairperson, Sorrento-Blind Bay Incorporation Study Committee We would like to express our concern over two aspects of the Sorrento-Blind BayIncorporation Study - the current boundary lines and the difficulty in being able to engagewith the Committee and feel like our concerns are being seriously considered.

We own and live on a property on the north side of Huband Road. The current boundaryline for the proposed area of incorporation includes our property, as well as all the otherson the north side of the road, but not the properties on the south side of the road. It is ouropinion that all of these properties should not be included in the discussion regardingpossible incorporation of nearby areas, and all of the neighbours we have been able totalk to agree. This goes beyond the obvious absurdity of a boundary line being drawndown the middle of a populated road. Our properties fit the description of 'rural'. We lack much of the infrastructure thatproperties in the more densely populated areas in Blind Bay and Sorrento have. As anexample, our water supply is from a well and it is not practical or realistic to expect that tochange. Any person visiting our area would recognize that we cannot be put in the samecategory, with the same considerations, as most of the properties that have been chosenfor potential incorporation. We do not think it makes sense for us to be subject to thesame regulations and taxes when we are not in a physical position to benefit from themor will not be affected in the same way as the majority of residents included in theproposal. If incorporation was approved for the area as currently proposed, there would be at leasttwo very distinct segments of land owners affected. The population in our area is muchless dense. As such, we would have much less representation and inevitably be givenless consideration in any decision-making process. Even a well-meaning elected officialor governing body would not be able to meet the needs of the entire population, or makedecisions that truly benefit everyone, because the spectrums of needs and desires are sobroad. For those of us living in this area, we see incorporation as bringing us more regulationsand more taxes, with very little to show for it. The information gleaned from hours oflistening to the committee meetings has not done much to change that opinion. Patientlywaiting for opportunities to engage in conversations with the Committee at meetings isgenerally fruitless, as not enough time is allowed for any meaningful discussion. So far,none of the residents we have spoken to has felt that they have truly been given time tohave their questions addressed. We would welcome an opportunity to discuss these matters further with the Committee,along with others in our neighbourhood. It is our hope that the process of engaging withthe community at the scheduled meetings becomes a higher priority for the Committee. Regards,

BR I D A L VE I L R O A D

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Sp ecial Grid lines established for White Lake Road -starts at TCH & Carlin H ill as Nort h-South Road -stretched North-So uth fro m Parr i Road Jxn to TCH & Balmora l.

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Sp ecial Grid lines established for White Lake Road -starts at TCH & Carlin H ill as Nort h-South Road -stretched North-So uth fro m Parr i Road Jxn to TCH & Balmora l.

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Sp ecial Grid lines established for Trans Canad a Hwy -when a p redominate ly East-West ro ad turn s no rth and /or south.

Sp ecial Grid lines established for Trans Canad a Hwy -when a p redominate ly East-West ro ad turn s no rth and /or south.

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Sp ecial Grid lines established for Tappen Notch Hill Ro ad -when a p redominate ly North-Sou th roa d turns east/west.

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N-S gridlines between 0 and 7 00 are 100 0 meters a part.

N-S gr idlines between 0 and 7 00 are 100 0 meters a part.

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Lee Creek Drive is a north-south ro adthat has been stretch ed.Sp ecial gridlin es indicate the spacing.

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Sp ecial Grid Lines esta blished for Eagle Bay Road -when a p redominate ly East-West Roa d turns south.

Sp ecial Grid Lines esta blished for Eagle Bay Road -when a p redominate ly East-West Roa d turns south.

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Sp ecial Grid lines established for Trans Canad a Hwy -when a p redominate ly East-West ro ad turn s no rth and /or south.

Trans Canada Hwy use d norm al East-We st gr id at numbers less than 230 0.Sp ecial Grid Lines esta blished for TCHwhen road turns sou th.

Sp ecial gridlin es a ssigned to Squilax-Anglemont Roadwhen predominately east-west roadturn south te mpora rily.

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Leppold Road is stretched f romgridline 4 500 to 4300 when apredom inate ly east-west roadturns north-south.

Sq uilax-Anglemon t Road uses standard east-west 400 0 and 4100 gridlines.

Sp ecial grids assigned to Squilax-An glem ont Road -for sectio n that is stretched when predo mina telyeast-west road is t urned n orth-so uth.

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4207

2- 41 8 63- 41 8 6

4- 41 8 65- 41 8 6

8- 41 8 6

41 86

7- 41 8 6

3044

25 00

1227

4-180 1

2727

24 07

27 25

2724

1390

37 19

28 80

2486

3958

15 64

1415

12 35

21 74

2498

2602

12 52

28 71

1- 13 3 6

27 41

1397

43 02

27 36

1393

34 02

26 37

27 70

12 06

2710

288 4

2885

29 80

2484

21 64

2622

2200

62 0

2515

4040

4107

411 5

2542

2607

28 52

32 74

33 90

2519

25 33

39 06

3428

3640

28 63

28 7728 76

28 7228 6828 6428 6028 56

1- 27 9 8

2593

1075

2594

2589

2621

2550

25 05

14 271415

2659

2302

2546

2526

25 82

2577

23 00

2605

30 57

28 74

2682

12 27

33 85

27 30

2590

1298B

2596

24 81

1416

28 81

27 25

23 86

2185

25 11

25 60

2500

28 67

41 67

2601

2587

26 00

1-37

8337

91

2630

28 63

27 85

2508

30 06

2565

2427

2512

14 19

13 65

29 16

2538

2375

254 9

2504

2601

Cruikshank Point

ReedmanPoint

CopperIsland

ELECTORAL AREA F

ELECTORAL AREA C

Balmoral

Santabin LakeLoftusLake

RabieLake

MossyLakeBroderick Creek

Newso me Creek

Shuswap LakeBlind Bay

Notch Hill

Sorrento

Highlands

CedarHeights

Blind Bay

Scotch Creek

Lee Creek

³²

³²

Signees Who AreNot in Favor of

Being Included in theIncorporation Study LS 3

for Sorrento/Blind Bay

Scale: 1:40,0000 200 400 600 800 1,000 m

¨

The information on this map was compiled by theCSRD for regulatory and internal referencepurposes only. No representation or warranty ismade as to the accuracy of the information.

Prepared by: GIS DepartmentColumbia Shuswap Regional District555 Harbourfront Dr NE, Salmon Arm, BC V1E 4P1Name: Area_C_Sorrento_Blind_Bay_Scenario_Signees_11x17

Nad 83 CNT DatumUTM Zone 11 Projection

Potential BoundaryCSRD BoundaryParcel BoundaryCreekWetlandLake

HighwaySecondary RoadTertiary RoadAlleyRailwayUnconstructed RoadUnsurveyed Road

Legend

Roads

Signee Property

2995 Fosberry Rd 2661 Hilltop Rd 2127 Huband Rd2390 Hendrickson Rd 2703 Hilltop Rd 2133 Huband Rd2446 Hendrickson Rd 2707 Hilltop Rd 2173 Huband Rd2460 Hendrickson Rd 2713 Hilltop Rd 2455 Lyons Rd2483 Hendrickson Rd 2719 Hilltop Rd 2460 Lyons Rd2489 Hendrickson Rd 2723 Hilltop Rd 2433 Sherry Rd2496 Hendrickson Rd 2724 Hilltop Rd 2451 Sherry Rd2519 Hendrickson Rd 2727 Hilltop Rd 3986 White Lake Rd2522 Hendrickson Rd 2735 Hilltop Rd 4004 White Lake Rd2544 Hendrickson Rd 2739 Hilltop Rd 4050 White Lake Rd2559 Hendrickson Rd 2747 Hilltop Rd 4074 White Lake Rd2560 Hendrickson Rd 2750 Hilltop Rd 4210 White Lake Rd2630 Hendrickson Rd 2807 Hilltop Rd2640 Hendrickson Rd 2833 Hilltop Rd2645 Hendrickson Rd

Signee Addresses

MINISTRY REQUESTS FOR INPUT SORRENTO-BLIND BAY INCORPORATION STUDY APRIL 2021 PAGE 1

Sorrento-Blind Bay Incorporation Study Issue Sheets April, 2021

MINISTRY REQUESTS FOR INPUT

INTRODUCTION At the end of the Sorrento-Blind Bay Incorporation Study, the Incorporation Study Committee will be expected to make a recommendation to the Columbia Shuswap Regional District (CSRD) Board of Directors on the matter of an incorporation referendum. The Committee will be expected, specifically, to advise whether there is sufficient interest in and support for incorporation to hold a formal vote on the matter. If the Committee recommends that a referendum be held, the CSRD will be expected to make its own recommendation on the matter, informed by the Committee's recommendation, to the Ministry of Municipal Affairs. If the Ministry chooses to accept the recommend-ation and proceed to referendum, a vote will be held for electors in the Study Area. In the event that electors choose to incorporate, the Ministry will need to classify the new municipality and set out the size of the new Council. The decisions on classification and size of Council will only matter in the event that incorporation is chosen, and will not be formalized until that time. Questions on the two items, however, are likely to arise during the community engagement phase of the Study. For that reason, the Ministry is seeking the Committee's input now. CLASSIFICATION OF MUNICIPALITY Legislation Section 10(1) of the Local Government Act identifies the system of classification that applies to new municipalities. As per that section, municipalities with 2,500 residents or fewer must

be incorporated as villages, places with more than 5,000 persons must be incorporated as cities, and municipalities with more than 2,500 people but fewer than 5,001 must be classified as towns. This system of classification would result in Sorrento-Blind Bay being incorporated as a town. Section 10(1)(d) of the Act, however, explains that if the area to be incorporated is greater than 800 hectares and has an average population density of fewer than five persons per hectare, the municipality must be incorporated as a district municipality. Sorrento-Blind Bay has both of these attributes, and would therefore be designated a district municipality. Finally, section 10(3) states that despite subsection (1), if the "Lieutenant Governor in Council considers it to be in the public interest to do so, a municipality may be incorporated in another classification provided for in this Act." This authority granted to Cabinet is the basis on which the Ministry is seeking input from the Committee. The Ministry wishes to know, specifically, if the Committee feels that there is some reason Sorrento-Blind Bay, if incorporated, should be referred to as a town instead of as a district municipality (the default classification). Does it Matter? In almost all respects, towns and district municipalities operate with the exact same authorities, under the exact same rules and regulations. One difference, however, relates to the regulation of drainage. While all municipalities may regulate drainage, section 639 of the Local Government Act gives district municipalities the

MINISTRY REQUESTS FOR INPUT SORRENTO-BLIND BAY INCORPORATION STUDY APRIL 2021 PAGE 2

power to collect water from any road using drains or ditches, and to discharge the water into the most convenient natural waterway or watercourse. The same section extends some protection to district municipalities against claims for damages related to drainage. A second difference concerns the size of council assigned, by default, to each type of municipality. This connection to size of Council is explained in the next section of the issue sheet. SIZE OF COUNCIL Legislation Section 118(1) of the Community Charter sets out the size of the municipal council for different types of municipalities. The section notes, specifically, that unless otherwise provided by letters patent: • a city or district municipality with fewer than

50,000 people shall have a council of one mayor and six councillors

• a village or town shall have a council of one mayor and four councillors

Subsection (1) notwithstanding, the municipal council once formed may, by bylaw, change the size of council to make it larger or smaller than that which is set out at the time of incorporation. The choice of classification (i.e., town or district municipality) would automatically determine the size of the municipal council unless the letters patent established by Cabinet (on the advice of the Ministry) stated otherwise. The Ministry is seeking input from the Committee to understand if there is any reason to depart from the classification-determined size. Does it Matter? A smaller council of five may be preferred by community members who wish to minimize the cost — or, more accurately, the perception of cost — associated with governance and administration. The actual cost of two additional council members would not be significant; however, the choice of a small council may be considered as a demonstration of efficient, low-cost government.

A larger council of seven may be preferred by residents who wish to provide the opportunity for broader community representation on the municipality's governing body and in decision-making. QUESTIONS TO ADDRESS Given the information presented in this issue sheet, the Committee has two basic questions to address: • Would there be any reason, in the event of a

decision by the community to incorporate, to classify Sorrento-Blind Bay as a town instead of as a district municipality (i.e., the default classification)?

• Does the Committee support the default district municipality council size of seven (one mayor and six councillors)?