HomeMy WebLinkAboutCHC 2019-04-11 agenda.pdf City of Maple Ridge
COMMUNITY HERITAGE COMMISSION
AGENDA
Thursday, April 11, 2019, 7:00 pm
Blaney Room, Maple Ridge City Hall
1. CALL TO ORDER
2. APPROVAL OF THE AGENDA
3. ADOPTION OF MINUTES – February 14, 2019
4. DELEGATIONS
4.1. Heritage Incentives Review - Draft Report
Donald Luxton, Senior Cultural Heritage Advisor, Donald Luxton & Associates Inc.
5. QUESTION PERIOD
6. NEW AND UNFINISHED BUSINESS
6.1. 2019 Vice Chair Elections
6.2. Business Plan Task Allocation / Proposed Subcommittee Formation
6.3. BC History Digitization Program Grant Application - update
6.4. Tourism Committee Appointment
6.5. Local Voices Event
7. FINANCE
7.1. Financial Update
7.2. BCMA Conference Attendance
8. CORRESPONDENCE
8.1. National Trust Letter
9. SUBCOMMITTEE REPORTS
9.1. Recognitions
9.1.1. Heritage Week 2019
10. LIAISON UPDATES
10.1. Maple Ridge Historical Society
11. ROUNDTABLE
12. ADJOURNMENT
QUESTION PERIOD
Question Period provides the public with the opportunity to ask questions or make comments. Each
person will be given 2 minutes to speak. Up to ten minutes in total is allotted for Question Period.
/aa
The Minutes of the Regular Meeting of the Community Heritage Commission, held in the Blaney
Room, Maple Ridge City Hall, 11995 Haney Place, Maple Ridge, British Columbia, on
February 14, 2019 at 6:58 pm.
______________________________________________________________________________
COMMISSION MEMBERS PRESENT
Councillor Ryan Svendsen City of Maple Ridge
Eric Phillips Member at Large
Len Pettit Member at Large
Russell Irvine Member at Large
Shane Gehring Member at Large
STAFF PRESENT
Amelia Bowden Staff Liaison, Planner 1
Amanda Allen Committee Clerk
ABSENT
Brenda Smith Maple Ridge Historical Society
Julie Koehn Maple Ridge Historical Society
Note: Councillor Ryan Svendsen chaired the meeting as the presiding member.
1. CALL TO ORDER
2. APPROVAL OF THE AGENDA
R/2019-001
It was moved and seconded
That the agenda for the February 14, 2019 Community Heritage Commission meeting be
approved as circulated.
CARRIED
3. ADOPTION OF MINUTES
R/2019-002
It was moved and seconded
That the minutes of the Maple Ridge Community Heritage Commission meeting dated
December 13, 2018 be adopted.
CARRIED
4. DELEGATIONS - Nil
5. QUESTION PERIOD – Nil
GMAPiLE IRIDGE
' munity Heritage
,commission
Community Heritage Commission Minutes
February 14, 2019
Page 2 of 4
6. NEW AND UNFINISHED BUSINESS
6.1. 2019 Chair and Vice Chair Elections
The staff liaison opened the floor to nominations for a Chair
R/2019-003
It was moved and seconded
That Brenda Smith be elected Chair of the Community Heritage Commission for 2019.
CARRIED
The staff liaison opened the floor to nominations for a Vice Chair. No nominations were
received and the item will be included on the next agenda.
6.2. Heritage Resources Program
The Council liaison reported on Council’s endorsement of the seven new and three revised
Statements of Significance at the February 12, 2019 Council meeting. The staff liaison
advised of updates to the Sparling Residence and why it was not included for endorsement
at this time. The staff liaison reported on the subsequent procedural requirements.
6.3. Heritage BC Membership Renewal
Russell Irvine provided context on the Heritage BC organization.
R/2019-004
It was moved and seconded
That the Community Heritage Commission authorize the expenditure of $100.00 to renew
membership with Heritage BC.
CARRIED
Mr. Irvine summarized the January 28, 2019 Heritage BC Roundtable and reported on
programming Heritage BC aims to bring forward at the conference in Nanaimo.
R/2019-005
It was moved and seconded
That the Community Heritage Commission authorize Russell Irvine to serve as the Maple
Ridge Community Heritage Commission delegate at the 2019 Heritage BC Conference; and
That $200.00 from the Community Heritage Commission budget be used towards the
registration fee for Russell Irvine to attend the Heritage BC Conference on May 9 – 11, 2019.
CARRIED
Community Heritage Commission Minutes
February 14, 2019
Page 3 of 4
6.4. Business Plan Task Allocation
The staff liaison reviewed the business plan items. There was discussion on subcommittee
protocols and on forming subcommittees to achieve the noted actions.
A Planning and Projects subcommittee was proposed to perform project based work to
advance heritage conservation and planning through formal policies, plans and initiatives.
A Recognitions subcommittee was proposed with purposes that included:
Awards and Heritage Week;
Management of existing, proposed, and requested heritage plaques, signage, and
wraps;
Development of recognition protocols, policies and practices.
R/2019-006
It was moved and seconded
That a Planning and Projects subcommittee be formed for 2019 consisting of Russell Irvine
to participate on project based work to advance heritage conservation and planning through
formal policies, plans and initiatives.
CARRIED
R/2019-007
It was moved and seconded
That a Recognitions subcommittee be formed for 2019 consisting of Eric Phillips, Len Pettit,
Shane Gehring and Councillor Svendsen to manage heritage identification and develop
recognition protocols, policies and practices.
CARRIED
Further discussion is warranted on additional proposed subcommittees and is to be included
on the next agenda:
Finance:
o Budget;
o Business Planning.
Education and Communications:
o Calendar of Events;
o Preservation of historic records;
o Education/ programming partnerships with other organizations.
Community Heritage Commission Minutes
February 14, 2019
Page 4 of 4
7. FINANCE
7.1. Financial Update
Russell Irvine reviewed the Financial Report and highlighted several project line items. The
staff liaison reported on the next steps of the Incentives Review project.
R/2019-008
It was moved and seconded
That the Community Heritage Commission Financial Report and 2019 Budget dated February
14, 2019 be received for information.
CARRIED
8. CORRESPONDENCE - Nil
9. SUBCOMMITTEE REPORTS
9.1. Recognitions
9.1.1. Heritage Week 2019
The staff liaison reported on the events scheduled to celebrate Heritage Week, February 18-
24, 2019 on the theme ‘The Tie That Binds”:
February 17, 2019 Cemetery Walking Tour;
February 21, 2019 Heritage Awards, St. Andrew’s Heritage Church Hall;
February 23, 2019 My Very Own Book, Maple Ridge Public Library;
February 24, 2019 Downtown Walking Tour;
February 24, 2019 Behind the Scenes Tour, Maple Ridge Museum.
R/2019-009
It was moved and seconded
That a maximum of $1,000.00 be allocated to the 2019 Heritage Awards event.
CARRIED
10. LIAISON UPDATES
10.1. Maple Ridge Historical Society - Nil
11. ROUNDTABLE
Members reported out on relevant local heritage topics and activities.
12. ADJOURNMENT – 8:43 pm.
R. Svendsen, Acting Chair
/aa
DRAFT APRIL 2019
HERITAGE INCENTIVES REVIEWCITY OF MAPLE RIDGE
DONALD LUXTON~
AND ASSOCIATES INC f,~
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 1 -
TABLE OF CONTENTS
1. INTRODUCTION 2
2. COMMUNITY BENEFITS OF HERITAGE CONSERVATION 3
3. ENABLING LEGISLATION 6
3.1 Local Government Act 6
3.2 Heritage Conservation Act 7
3.3 Community Charter 7
3.4 British Columbia Building Code 7
3.5 Energy Efficiency Act 8
3.6 Homeowner Protection Act 8
4. HERITAGE INCENTIVES 9
4.1 Financial Incentives 9
4.1.1 City Financial Incentives 9
4.1.1.1 Direct Grants 10
4.1.1.2 Property Tax Incentives 11
4.1.1.3 Reduced Permit Fees 11
4.1.2 Provincial Financial Incentives 11
4.1.3 Federal Financial Incentives 12
4.2 Non-Financial Incentives 12
4.2.1 Heritage Revitalization Agreements 12
4.2.1.1 New Westminster Heritage Revitalization Agreement Policy 14
4.2.2 Relaxations/Variances 15
4.2.3 Density Bonus and Transfer Procedures 15
4.2.4 Alternate Compliance 15
4.2.5 Administrative Support 15
4.2.6 Heritage Support Programs 16
5. RECOMMENDATIONS 17
Acknowledgements (to be appended to Final Report)
Appendix A: Heritage Conservation Toolkit 18
Appendix B: Community Charter Excerpts 21
Appendix C: Financial Incentive Programs 24
Appendix D: City of Port Moody Tax Exemption Program 27
Appendix E: Definitions 29
Appendix F: Websites 30
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 2 -
1. INTRODUCTION
This report will assist the City of Maple Ridge in the utilization of realistic and effective heritage incentives,
regulations and heritage procedures that will promote the conservation of historic resources throughout the
community. This report outlines a broad range of incentive and regulation-based heritage tools, and forms an
important step in the proactive management of the City’s significant historic places.
This current project builds on the potential range of heritage conservation incentives that were discussed as part
of the Hammond Heritage Conservation Area Discussion Paper 2017, prepared by Donald Luxton & Associates. This
report assesses the full range of potential heritage conservation tools and techniques available to the City,
explores those that are applicable to individual properties, and also reviews new models of financial incentives
adopted by the City of Vancouver in 2019.
Heritage can be defined as anything of a physical, cultural or social nature that is unique to, and valued by, a
community, and can be passed from generation to generation. Each community's heritage is distinctive, and the
retention of heritage character helps instill a sense of community identity and pride, develops a sense of continuity
for residents, and promotes an understanding of place character for current and future generations. Heritage
conservation is also important economically; protection of heritage resources can protect property value as well as
provide opportunities for businesses, property owners and tourism.
The value of conserving a community’s heritage is not always immediately recognized, especially if there are
perceived financial benefits from redevelopment. Municipal heritage programs provide a balance of regulations
(“sticks”) and incentives (“carrots”) based on owner cooperation; in virtually all cases, heritage protection is
achieved on a voluntary basis. Where there are external pressures threatening heritage assets, it has been
recognized that conservation will be achieved more effectively through incentives rather than by stringent
regulation.
~
' r /'
...._ k..1>1::1= ~,.~
• ~~ --
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 3 -
2. COMMUNITY BENEFITS OF HERITAGE CONSERVATION
Heritage conservation has many potential cultural, social and economic benefits. Conserving and celebrating a
community’s heritage allows it to retain and convey a sense of its history, and provides aesthetic enrichment as
well as educational opportunities. Heritage resources help us understand where we have come from so that we
can appreciate the continuity in our community from past to present to future. Historic sites become physical
landmarks and touchstones, and many other intangible heritage features - such as traditions, events and personal
histories - add to the City’s vibrancy and character. This broad range of heritage resources represents a legacy that
weaves a rich and unique community tapestry.
Cultural and heritage-based tourism, including visits to historic sites, is now one of the fastest growing segments of
the burgeoning tourism industry. Over the last twenty years, international tourism arrivals in Canada have been
growing consistently at an average of 4% per year. The United Nations World Tourism Organization forecasts the
number of international tourists globally will nearly double from 880 million in 2009 to 1.6 billion by 2020. Tourism
is an important sector of the economy in B.C., generating nearly $6.5 billion dollars or over 4% of the provincial
real GDP. In addition, employment in the tourism sector in 2010 totalled 127,000, accounting for approximately 1
in every 15 jobs in the province.
Travel research organizations have tracked cultural tourism data in recent years, identifying the trends and
characteristics of an attractive, accessible and large market. The cultural tourism market is leisure-travel based and
grows globally by 15% every year. Cultural tourists in North America tend to be represented by the baby boomers
(those over 45 years old) although there is also an emerging trend of cultural tourists in the 20-34 ‘young
professionals’ age group, who use the internet to identify where and how to travel.1 Other current research clearly
identifies the growing trend for heritage and cultural tourism, and the strength of the cultural sector in our
economy.2
Other benefits of strong heritage policies include maintaining distinctive neighbourhoods, conserving cultural
heritage, strengthening community identity and promoting civic pride. Heritage conservation is also inherently
sustainable, and supports initiatives such as landfill reduction and conservation of embodied energy. It reinvests in
existing infrastructure and promotes avoided impacts through reduced GHG emissions. These are all important
considerations in the long-term management of our built environment.
1 Ontario Cultural & Heritage Tourism Product Research Paper, February 2009.
2 http://www.allianceforarts.com/research-publications/
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 4 -
The public benefits of heritage conservation include:
• encouraging retention of unique community heritage;
• celebrations of historical events and traditions;
• partnership opportunities with senior levels of government;
• engagement of the broader community including the private and volunteer sectors;
• flexible heritage planning that assists private owners in retaining historic resources;
• conservation of a broad range of historical sites that supports other public objectives such as
sustainability initiatives, tourism development and education;
• reduction of greenhouses gases through avoided impacts;
• investment in heritage sites through community partnerships; and
• generation of employment opportunities and other economic benefits.
Heritage initiatives provide many tangible and intangible benefits, and have a strong positive impact on the
development of a complete community and the emergence of a vibrant culture of creativity and innovation. There
is, however, a widely-held perception that protecting heritage property reduces property values or inhibits
development. Numerous studies have demonstrated that this is not so; Professor Robert Shipley of the University
of Waterloo assessed almost 3,000 properties in 24 communities across Ontario between 1998 and 2000. His study
concluded that heritage designation could not be shown to have a negative impact on property values. In fact,
there appears to be a distinct and generally robust market in protected heritage properties. Generally, these
properties perform well, with 74% of them maintaining their value at average or better than average market value.
The rate of sale among designated properties is also as good, or better than, average market trends. Moreover, the
values of heritage properties tend to be resistant to downturns in the general market. Additionally, two reports3 in
2008 and 2012 on a two-phase study of 32 well-established Heritage Conservation Districts in Ontario, many of
which were designated in or before 1992, found that real estate values in these districts remain strong. Conducted
by the Architectural Conservancy of Ontario with cooperation from the Heritage Resources Centre at the
University of Waterloo, the studies conclude “real estate values in Heritage Conservation Districts generally rise
more consistently than surrounding areas.”
The Vancouver Heritage Foundation undertook a research project to determine whether there were positive or
negative impacts to heritage designation, through a comparison of the assessed values of heritage and non-
heritage properties in four Vancouver neighbourhoods (Strathcona, Kitsilano, Mount Pleasant & Hastings Sunrise).
The study found that between 1999 and 2005, Heritage Register and designated heritage houses increased in value
by 42%, while non-heritage houses increased in value at a slightly lower rate of 39%.4
The Victoria Heritage Foundation has tracked the market values and assessments of 142 heritage houses
designated prior to 1988. Between 1988 and 1999 the tax assessments for these individual designated (and well-
maintained) heritage houses increased at a rate 26% higher than the average tax assessments for residences
throughout the City.5
The experience of these two heritage foundations – and others in the province – is that when incentives are
available, the property values of heritage houses rise at a higher rate than normal building stock.
As part of the process that led to the establishment of the First Shaughnessy Heritage Conservation Area, the City
of Vancouver commissioned an economic study by Coriolis Consulting Corp.6 to examine the financial impact of the
proposed HCA; it was concluded that the downward pressure on price was not likely to translate into an
3 See Heritage Districts Work! Heritage Conservation District Study Summary Report 2009 and Heritage Districts Work – More Stories of Success
Heritage Conservation District Study Phase Two Summary Report available at https://uwaterloo.ca/heritage-resources-centre/projects/recent-
projects
4 Research information provided by the Vancouver Heritage Foundation.
5 Research information provided by the Victoria Heritage Foundation.
6 Economic Analysis of Proposed Changes to First Shaughnessy Zoning District: Supplemental Report, June 2015. Coriolis Consulting Corp.
http://former.vancouver.ca/ctyclerk/cclerk/20150721/documents/phea-YellowMemo-Appendix2.pdf
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 5 -
immediate, significant, persistent drop in value, but that lot values could see small short term decreases and
experience smaller future increases than would otherwise have occurred, if buyers did not choose to take
advantage of the new benefits offered in the proposed new regulations and did not factor these benefits into the
price they would be willing to pay for a property with a pre-1940 house. In fact, there was no perceptible change in
property values after the HCA enactment until other intervening factors came into effect, such as the Additional
Property Transfer Tax (a 15% tax that foreign entities or taxable trustees pay in addition to the general property
transfer tax on transfers of residential property located in Metro Vancouver Regional District).
In general, heritage conservation initiatives provide community placemaking opportunities, support stability in the
marketplace and help protect property values.
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 6 -
3. ENABLING LEGISLATION
Prior to 1994, there were two provincial Acts that most directly enabled municipal heritage conservation
initiatives: the Heritage Conservation Act and the Municipal Act. These two Acts, and a number of others, were
amended by the Heritage Conservation Statutes Amendment Act 1994, which allowed municipalities to
comprehensively integrate heritage conservation activities into the mainstream of development and community
planning. The Act enabled procedures for more powerful regulations (Heritage Conservation Areas, Community
Heritage Commissions, heritage site maintenance standards, tree protection, etc.) and heritage incentives
(negotiated agreements, tax exemptions, an expanded legal protection toolkit, consolidated approvals for heritage
rehabilitation work, etc.).
Heritage tools are referenced in a number of provincial acts, such as the Community Charter (revitalization tax
exemptions) and the Land Titles Act (which enables covenants to be registered on land titles), but the majority of
the tools the City is liable to use in the conservation of heritage resources are now enabled under the Local
Government Act. Other provincial acts and policies can have adverse impacts on heritage sites unless specific
exemptions or equivalencies apply; the B.C. Building Code, the Energy Efficiency Act and the Homeowner
Protection Act now provide alternate compliance allowances for heritage buildings.
3.1 Local Government Act
Under the Local Government Act (LGA), a legal framework is provided for the establishment and continuation of
local governments to represent the interests and respond to the needs of their communities. Local governments
are enabled with the powers, duties and functions necessary for fulfilling their purposes, including stewardship of
public assets, and the flexibility to respond to the different needs and changing circumstances of their
communities. The City of Maple Ridge is empowered to regulate land development through zoning, subdivision
control, building bylaws, maintenance and occupancy bylaws, and a number of other regulatory mechanisms,
based on an Official Community Plan. Many of the tools that the City will use to provide incentives and regulations
for the heritage program are enabled under Part 15 of the LGA.
One of the tools commonly used as the basis of a municipal
heritage program is a Community Heritage Register, an official
listing of properties having heritage value, passed by
resolution of local government. The City of Maple Ridge has
already established an official Heritage Register. In addition to
the tracking and regulatory powers implied by a Heritage
Register listing, there are also important incentives that can be
offered to assist owners with conservation. Properties on a
Register are eligible for special provisions, including
equivalencies under the B.C. Building Code and exemptions
and alternative compliance under the Energy Efficiency Act and
the Homeowner Protection Act.
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 7 -
The City can legally protect heritage sites through heritage designation (as has been undertaken for several sites)
or through a Heritage Revitalization Agreement, a voluntary negotiated agreement that may vary bylaw and permit
conditions (the City has already undertaken several HRAs). The City has also established a Community Heritage
Commission to advise Council on heritage matters; a commission can also undertake other activities as directed by
Council. Further information on the provincial legislation is available in a publication, “Heritage Conservation: A
Community Guide” that is available online (see Appendix F: Websites).
3.2 Heritage Conservation Act
The purpose of this Act is to encourage and facilitate the protection and conservation of heritage property in
British Columbia. This Act is most relevant when dealing with archaeological issues, the management of which
remains a provincial jurisdiction. The province may enter into a formal agreement with a First Nation, with respect
to the conservation and protection of heritage sites and heritage objects that represent the cultural heritage of the
aboriginal people who are represented by that First Nation. Owners of identified archaeological sites are required
to conform to provincial requirements.
3.3 Community Charter
The Community Charter came into effect in 2004, and provides municipalities with a framework for local activities
and services. This legislation applies to all municipalities whose core powers were previously found in the Local
Government Act, and replaces the tradition of prescriptive legislation with enabling legislation that allows
municipalities to be innovative in meeting the needs of their communities. The Charter gives municipalities broad
powers, including revitalization tax exemptions, to regulate activities. The tax exemption provisions in the Charter
that can be used for facade improvement and heritage conservation projects are listed below (See Appendix B:
Community Charter Excerpts for further information):
• Section 225: Revitalization tax exemptions can be offered to “eligible heritage property.” A rebate on
municipal and provincial taxes can be provided. There is no specified time limit to the exemption that can
be negotiated. These provisions require a 2/3 supporting vote of Council for enactment.
• Section 226: Tax exemptions can be offered to revitalization projects. A rebate can only be provided on
municipal taxes, and can be offered to any property. There is a 10-year time limit to this exemption,
however it requires only a simple majority vote of Council for enactment.
3.4 British Columbia Building Code
The British Columbia Building Code 2018 (BCBC) is a provincial regulation that governs how new construction,
building alterations, repairs and demolitions are completed. This code establishes minimum requirements for
safety, health, accessibility, fire and structural protection of buildings and energy and water efficiency.
Building Code upgrading is the most important aspect of heritage building rehabilitation, as it ensures life safety as
well as long-term protection for the resource. It is essential to consider heritage buildings on a case-by-case basis,
as the blanket application of Code requirements does not recognize the individual requirements and inherent
strengths of each building. Over the past few years, a number of Code equivalencies have been included in the
BCBC, which facilitate heritage building upgrades. For example, the use of sprinklers in a heritage structure helps
to satisfy fire separation and exiting requirements. Heritage sites eligible for alternate compliance provisions are
defined as those protected through heritage designation or included in a community heritage register by a local
government under the Local Government Act,
Given that Code upgrading is a significant factor in the conservation of heritage buildings, it is important to provide
viable alternative methods of compliance that protect heritage value and are economically feasible. The City
should explore the full range of potential heritage building code equivalencies in order to provide consistent
review and knowledgeable advice to building owners. On individual projects, the City can also accept the report of
a Building Code Engineer as to acceptable levels of code performance.
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 8 -
Under the current Code, alternate compliance is offered only for interior rehabilitation; building envelope
compliance must be negotiated through HPO exemptions or site-specific equivalencies negotiated through the
City. The one exception is for windows; the wording of the code requires “two sheets of glass” rather than double-
glazing (as it is usually interpreted) and therefore Code requirements can be met through the use of interior or
exterior storm windows, or exempted under the heritage definitions of the Energy Efficiency Act.
3.5 Energy Efficiency Act
Heritage conservation and sustainability initiatives have mutual goals of conservation. In the case of heritage
buildings, this includes considering the inherent performance and durability of their character-defining assemblies,
systems and materials, and the minimal interventions required to achieve the most effective sustainability
improvements. The conservation of heritage buildings avoids potential impacts by retaining their embodied energy
and carbon, and reduces landfill requirements and greenhouse gases. The Energy Efficiency Act (Energy Efficiency
Standards Regulation) was amended in 2009 to include the following definition:
"designated heritage building" means a building that is
(b) protected through heritage designation or included in a community heritage register by a local
government under the Local Government Act.
Under this legislation, Energy Efficiency standards do not apply to windows, glazing products, door slabs or other
products installed in heritage buildings. This means that the City, as an incentive to listing a site on a Heritage
Register or as part of a negotiated agreement, can allow exemptions to energy upgrading measures that would
destroy heritage character-defining elements such as original windows and doors.
These provisions do not preclude that heritage buildings must be made more energy efficient, but they do allow a
more sensitive approach to alternative compliance and a higher degree of retained integrity. Increased energy
performance can be provided through non-intrusive methods such as attic insulation, improved mechanical
systems, and storm windows. Please refer to the Standards & Guidelines for the Conservation of Historic Places in
Canada for further information.
3.6 Homeowner Protection Act
Amendments to the Homeowner Protection Act Regulation (HPA) were introduced in 2010 to allow for exemptions
for heritage sites from the need to fully conform to the B.C. Building Code under certain conditions, thus removing
some of the barriers to compliance that previously conflicted with heritage conservation Standards and
Guidelines. The changes involved:
1. An amendment to the Homeowner Protection Act Regulation, B.C. Reg. 29/99 that allows a warranty
provider, in the case of a commercial to residential conversion, to exclude components of the building
that have heritage value from the requirement for a warranty; and
2. Clarification of the definition of ‘substantial reconstruction.’ The Act explains that 75% of a home must be
reconstructed for it to be considered a ‘new home’ under the HPA, thus enabling single-family dwelling to
multi-family conversions and strata conversions without the Act now coming into play.
The definition of a heritage building under the HPA is consistent with that under the B.C. Building Code and the
Energy Efficiency Act.
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 9 -
4. HERITAGE INCENTIVES
The most effective way to encourage heritage resource owners or potential owners to conserve and invest in the
rehabilitation of their properties is by offering incentives. Incentives refer to programs or measures administered
by the City or other community-based agencies to encourage the protection and retention of historic resources.
Unlike regulatory measures, these tools usually offer something to the owner or developer in return for
undertaking rehabilitation work or legal protection. They often work hand-in-hand with regulatory policies, in
order to offer tangible advantages to heritage property owners. Examples of incentives include grant programs, tax
incentives, technical assistance, or negotiated agreements that waive or vary standard requirements.
Property owners likely to benefit directly from heritage conservation incentives may be individuals, businesses,
corporations or organizations, including the following broad categories of ownership:
• Commercial (revenue-generating)
• Residential (revenue-generating)
• Residential (owner-occupied)
• Religious, Governmental, Institutional
Each of these categories has different requirements for incentives, and different types and levels of incentives
many need to be offered. For example, religious buildings will not benefit from tax incentives. Similarly, developers
of strata-titled residential property will not benefit from tax holidays, as the intent is to sell the property upon
completion. Any incentives program will need to consider the broad range of property owner requirements.
4.1 FINANCIAL INCENTIVES
Heritage conservation incentives can be provided through financial support. Each project needs to be individually
assessed to determine which incentives may apply, as different levels of assistance may be required to ensure
financial viability.
4.1.1 City Financial Incentives
There are a number of financial incentives that the City can offer to encourage heritage conservation.
Generally these can be considered to be of five types, including: (1) direct grants (“out-of-pocket”), from
either the City or a Heritage Foundation; (2) tax incentives (“tax holiday”); (3) revitalization tax exemptions; (4)
interest-free / low-interest loans; and/or (5) reduced permit fees.
4.1.1.1 Direct Grants
One of the most motivating incentives, especially for homeowners, can be direct financial assistance.
Modest financial grants are sometimes extremely effective in promoting conservation, especially in the
residential context. These are often only seed money or a show of support, rather than reflecting a large
share of restoration costs. Grants sometimes “top up” a project so that the specific heritage character-
defining elements (e.g., porches) can be restored. Sometimes relatively small projects can have a dramatic
impact on the appearance of a heritage building exterior (e.g., opening of an enclosed verandah, heritage
paint colours, or re-installation of wood windows and doors). The City of Maple Ridge could consider
allocating a budget amount for heritage restoration grants that could be directed towards the
C
I
T
Y
O
F
M
A
P
L
E
R
I
D
G
E
H
E
R
I
T
A
G
E
I
N
C
E
N
T
I
V
E
S
R
E
V
I
E
W
DR
A
F
T
D
o
n
a
l
d
L
u
x
t
o
n
&
A
s
s
o
c
i
a
t
e
s
I
n
c
.
M
a
r
c
h
2
0
1
9
-
10
-
co
n
s
e
r
v
a
t
i
o
n
o
f
p
r
o
p
e
r
t
i
e
s
,
s
i
m
i
l
a
r
t
o
w
h
a
t
o
c
c
u
r
s
i
n
t
h
e
Ci
t
y
o
f
S
u
r
r
e
y
a
n
d
t
h
e
T
o
w
n
s
h
i
p
o
f
L
a
n
g
l
e
y
.
T
h
e
Ci
t
y
o
f
K
e
l
o
w
n
a
o
f
f
e
r
s
a
g
r
a
n
t
p
r
o
g
r
a
m
t
h
a
t
i
s
a
d
m
i
n
i
s
t
e
r
e
d
b
y
a
n
o
u
t
s
i
d
e
a
g
e
n
c
y
(
t
h
e
C
e
n
t
r
a
l
O
k
a
n
a
g
a
n
He
r
i
t
a
g
e
S
o
c
i
e
t
y
)
.
In
2
0
1
9
,
t
he
Ci
t
y
o
f
V
a
n
c
o
u
v
e
r
in
t
r
o
d
u
c
e
d
a
su
b
s
t
a
n
t
i
a
l
He
r
i
t
a
g
e
I
n
c
e
n
t
i
v
e
s
P
r
o
g
r
a
m
,
to
s
u
p
p
o
r
t
h
e
r
i
t
a
g
e
co
n
s
e
r
v
a
t
i
o
n
a
n
d
s
e
i
s
m
i
c
u
p
g
r
a
d
e
s
o
f
h
e
r
i
t
a
g
e
d
e
s
i
g
n
a
t
e
d
b
u
i
l
d
i
n
g
s
c
i
t
y
w
i
d
e
,
t
h
r
o
u
g
h
a
m
u
l
t
i
-ye
a
r
c
a
p
i
t
a
l
pr
o
j
e
c
t
b
u
d
g
e
t
o
f
$
1
3
,
7
5
0
,
0
0
0
f
o
r
t
h
e
2
01
9
H
e
r
i
t
a
g
e
I
n
c
e
n
t
i
v
e
P
r
o
g
r
a
m
G
r
a
n
t
s
t
o
b
e
f
u
n
d
e
d
b
y
de
v
e
l
o
p
m
e
n
t
c
o
n
t
r
i
b
u
t
i
o
n
s
a
l
l
o
c
a
t
e
d
t
o
t
h
e
H
e
r
i
t
a
g
e
C
o
n
s
e
r
v
a
t
i
o
n
R
e
s
e
r
v
e.
I
n
a
d
di
t
i
o
n
,
i
t
a
d
o
p
t
e
d
a
s
$3
0
0
,
0
0
0
a
n
n
u
a
l
a
l
l
o
c
a
t
i
o
n
f
o
r
a
He
r
i
t
a
g
e
H
o
u
s
e
C
o
n
s
e
r
v
a
t
i
o
n
P
r
o
g
r
a
m
d
e
v
e
l
o
p
e
d
a
n
d
i
m
p
l
e
m
e
n
t
e
d
b
y
th
e
Va
n
c
o
u
v
e
r
H
e
r
i
t
a
g
e
F
o
u
n
d
a
t
i
o
n
t
o
s
u
p
p
o
r
t
c
o
n
s
e
r
v
a
t
i
o
n
o
f
h
e
r
i
t
a
g
e
r
e
s
o
u
r
c
e
s
c
i
t
y
w
i
d
e
.
(S
ee
Ap
p
e
n
d
i
x
C:
F
i
n
a
n
c
i
a
l
I
n
c
e
n
t
i
v
e
s
P
r
o
g
r
a
m
s
f
or
f
u
r
t
h
e
r
i
n
f
o
r
m
a
t
i
o
n
)
.
Th
e
r
e
a
r
e
a
n
u
m
b
e
r
o
f
m
u
n
i
c
i
p
a
l
i
t
i
e
s
t
h
r
o
u
g
h
o
u
t
t
h
e
p
r
o
v
i
n
c
e
t
h
a
t
o
f
f
e
r
p
r
o
g
r
a
m
s
t
h
r
oug
h
m
u
n
i
c
i
p
a
l
l
y
-
fu
n
d
e
d
f
o
u
n
d
a
t
i
o
n
s
t
h
a
t
p
r
o
v
i
d
e
d
i
r
e
c
t
f
i
n
a
n
c
i
a
l
a
s
s
i
s
t
a
n
c
e
t
o
t
h
e
o
w
n
e
r
s
o
f
r
e
s
i
d
e
n
t
i
a
l
h
e
r
i
t
a
g
e
pr
o
p
e
r
t
i
e
s
.
T
h
e
s
e
i
n
c
l
u
d
e
V
a
n
c
o
u
v
e
r
,
N
e
w
W
e
s
t
m
i
n
s
t
e
r
,
O
a
k
B
a
y
a
n
d
S
a
a
n
i
c
h
;
V
i
c
t
o
r
i
a
h
a
s
s
e
p
a
r
a
t
e
he
r
i
t
a
g
e
f
o
u
n
d
a
t
i
o
n
s
f
o
r
r
e
s
i
d
e
n
t
i
a
l
a
n
d
c
o
m
mer
c
i
a
l
p
r
o
p
e
r
t
i
e
s
.
4.1
.
1
.
2
P
r
o
p
e
r
t
y
T
a
x
I
n
c
e
n
t
i
v
e
s
Cu
r
r
e
n
t
l
y
,
i
f
a
p
r
o
p
e
r
t
y
o
w
n
e
r
u
n
d
e
r
t
a
k
e
s
a
r
e
h
a
b
i
l
i
t
a
t
i
o
n
o
f
a
h
e
r
i
t
a
g
e
b
u
i
l
d
i
n
g
,
t
h
e
y
u
s
u
a
l
l
y
e
n
c
o
u
n
t
e
r
an
i
n
c
r
e
a
s
e
d
p
r
o
p
e
r
t
y
t
a
x
a
s
s
e
s
s
m
e
n
t
d
u
e
t
o
a
n
i
n
c
r
e
a
s
e
i
n
m
a
r
k
e
t
v
a
l
u
e
.
T
h
i
s
,
c
o
m
b
i
n
e
d
w
i
t
h
t
h
e
h
i
g
h
co
s
t
o
f
me
e
t
i
n
g
b
u
i
l
d
i
n
g
c
o
d
e
r
e
q
u
i
r
e
m
e
n
t
s
,
c
a
n
m
a
k
e
t
h
e
u
p
g
r
a
d
e
o
f
h
e
r
i
t
a
g
e
p
r
o
p
e
r
t
i
e
s
a
m
a
r
g
i
n
a
l
ec
o
n
o
m
i
c
pr
o
p
o
s
i
t
i
o
n
.
T
h
e
a
s
s
e
s
s
m
e
n
t
a
n
d
t
a
x
a
t
i
o
n
p
r
o
c
e
s
s
i
s
g
o
v
e
r
n
e
d
b
y
p
r
o
v
i
n
c
i
a
l
l
e
g
i
s
l
a
t
i
o
n
.
Mu
n
i
c
i
p
a
l
i
t
i
e
s
m
a
y
c
h
o
o
s
e
t
o
f
o
r
g
i
v
e
a
l
l
o
r
p
a
r
t
o
f
t
h
e
m
u
n
i
c
i
p
a
l
po
r
t
i
o
n
o
f
t
h
e
p
r
o
p
e
r
t
y
t
a
x
o
n
a
h
e
r
i
t
a
g
e
pr
o
p
e
r
t
y
a
s
l
o
n
g
a
s
t
h
e
p
r
o
p
e
r
t
y
i
s
p
r
o
t
e
c
t
e
d
.
I
n
t
h
e
s
e
c
a
se
s
,
t
h
e
t
a
x
r
e
l
a
x
a
t
i
o
n
m
a
y
b
e
c
a
l
c
u
l
a
t
e
d
b
a
s
e
d
on
t
h
e
e
x
t
e
n
t
a
n
d
c
o
s
t
o
f
t
h
e
r
e
h
a
b
i
l
i
t
a
t
i
o
n
.
Ex
p
e
r
i
e
n
c
e
i
n
t
h
e
U
n
i
t
e
d
S
t
a
t
e
s
h
a
s
d
e
m
o
n
s
t
r
a
t
e
d
t
h
a
t
in
c
e
n
t
i
v
e
s
t
i
e
d
t
o
i
n
c
o
m
e
t
a
x
a
r
e
a
m
o
n
g
s
t
t
h
e
m
o
s
t
e
f
f
e
c
t
i
v
e
m
e
c
h
a
n
i
s
m
s
f
o
r
t
h
e
p
r
e
s
e
r
v
a
t
i
o
n
o
f
h
e
r
i
t
a
g
e
bui
l
d
i
n
g
s
.
I
n
C
a
n
a
d
a
,
f
e
d
e
r
a
l
i
n
c
o
m
e
t
a
x
i
n
c
e
n
t
i
v
e
s
f
o
r
c
o
n
s
e
r
v
a
t
i
o
n
d
o
n
o
t
c
u
r
r
e
n
t
l
y
e
x
i
s
t
,
b
u
t
m
u
n
i
c
i
p
a
l
ta
x
-ba
s
e
d
h
e
r
i
t
a
g
e
g
r
a
n
t
s
h
a
v
e
b
e
e
n
p
r
o
v
e
n
t
o
b
e
s
u
c
c
e
s
s
f
u
l
i
n
m
a
n
y
c
i
t
i
e
s
i
n
c
l
u
d
i
n
g
V
a
n
c
o
u
v
e
r
a
n
d
Vi
c
t
o
r
i
a
.
T
h
e
p
o
t
e
n
t
i
a
l
f
o
r
t
a
x
-ba
s
e
d
h
e
r
i
t
a
g
e
i
n
c
e
n
t
i
v
e
s
w
i
l
l
n
e
e
d
t
o
b
e
e
x
p
l
o
r
e
d
f
u
r
t
h
e
r
a
s
t
o
t
h
e
i
r
ap
p
l
i
c
a
b
i
l
i
t
y
w
i
t
h
i
n
t
h
e
Ma
p
l
e
R
i
d
g
e
co
n
t
e
x
t
.
Re
v
i
t
a
l
i
z
a
t
i
o
n
ta
x
ex
e
m
p
t
i
o
n
s
a
r
e
e
n
a
b
l
e
d
u
n
d
e
r
S
e
c
t
i
o
n
s
2
2
5
a
n
d
22
6
o
f
t
h
e
Co
m
m
u
n
i
t
y
C
h
a
r
t
e
r
.
Ma
p
l
e
Ri
d
g
e
h
a
s
a
l
r
e
a
d
y
u
n
d
e
r
t
a
k
e
n
t
a
x
e
x
e
m
p
t
i
o
n
a
g
r
e
e
m
e
n
t
s
i
n
c
o
n
j
u
n
c
t
i
o
n
w
i
t
h
h
e
r
i
t
a
g
e
d
e
s
ig
n
a
t
i
o
n
s
a
n
d
he
r
i
t
a
g
e
r
e
v
i
t
a
l
i
z
a
t
i
o
n
a
g
r
e
e
m
e
n
t
s
.
Th
i
s
i
s
de
s
c
r
i
b
e
d
in
Ta
x
E
x
e
m
p
t
i
o
n
–He
r
i
t
a
g
e
S
i
t
e
s
P
o
l
i
c
y
N
o
:
5
.
2
3
:
“Co
u
n
c
i
l
w
i
l
l
c
o
n
s
i
d
e
r
r
e
q
u
e
s
t
s
f
o
r
e
x
e
m
p
t
i
o
n
f
r
om
t
a
x
a
t
i
o
n
u
n
d
e
r
S
e
c
t
i
o
n
1
9
7
(
1
)
(
a
)
o
f
t
h
e
C
o
m
m
u
n
i
t
y
Ch
a
r
t
e
r
[
m
u
n
i
c
i
p
a
l
p
r
o
p
e
r
t
y
t
a
x
e
s
]
f
o
r
:
1
.
E
l
i
g
i
b
l
e
h
e
r
i
t
a
g
e
p
r
o
p
e
r
t
y
u
n
d
e
r
S
e
c
t
i
o
n
2
2
5
(
2
)
(
b
)
o
f
t
h
e
Co
m
m
u
n
i
t
y
C
h
a
r
t
e
r
;
o
r
2
.
A
h
i
s
t
o
r
i
c
a
l
b
u
i
l
d
i
n
g
w
h
i
c
h
h
a
s
p
r
e
v
i
o
u
s
l
y
r
e
c
e
i
v
e
d
a
n
e
x
e
m
p
t
i
o
n
f
r
o
m
t
a
x
a
t
i
o
n
un
d
e
r
S
e
c
t
i
o
n
4
0
0
(
2
)
(
a
)
,
n
o
w
r
e
p
e
a
l
e
d
,
o
f
t
h
e
M
u
n
i
c
i
p
a
l
A
c
t
.
Th
e
p
u
r
p
o
s
e
o
f
t
h
i
s
p
o
l
i
c
y
i
s
t
o
c
o
n
f
i
r
m
t
h
a
t
re
q
u
e
s
t
s
f
o
r
t
a
x
e
x
e
m
p
t
i
o
n
f
o
r
e
l
i
g
i
b
l
e
h
e
r
i
t
a
g
e
p
r
o
p
e
r
t
i
e
s
w
i
l
l
b
e
c
o
n
s
i
d
e
r
e
d
b
y
C
o
u
n
c
i
l
.
-
....
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 11 -
A number of other municipalities have utilized these provisions to support heritage conservation,
including:
• City of Victoria: offers a Tax Incentive Program (TIP) to eligible owners of heritage
designated commercial, industrial and institutional to offset seismic upgrading costs for the
purposes of residential conversion of existing upper storeys or rehabilitation for uses other than
residential. Eligible property owners may apply under the TIP for design and construction of
approved seismic upgrading work. Property owners may receive tax exemptions based on the
annual property taxes for a period up to ten years to offset the cost of seismic upgrading.
Specifics will be subject to negotiation and approval by the Victoria City Council.
• City of Chilliwack: The Official Community Plan for the City of Chilliwack identified the
revitalization of the downtown as a priority. In 2004, the Community Charter was introduced,
offering a new revitalization tax exemption opportunity. As a result of this, the City of Chilliwack
has established a downtown revitalization tax exemption program. Council may enter into an
agreement with property owners within the designated areas and upon issuance of an
exemption certificate to the assessor, those improvements are exempt from municipal property
value taxes for a period of time not longer than five years, and with a 50% phase-in for the 6th
year.
• City of Surrey: has adopted a policy to provide property tax exemption to owners of protected
heritage properties. Application forms for property tax exemption are available from Legislative
Services. Applications must be submitted on an annual basis and Council must adopt a bylaw to
allow such tax relief to continue each year.
• City of Port Moody: in 2011, the City established a revitalization tax exemption program for
heritage properties under Heritage Revitalization Tax Exemption Bylaw, 2011, No. 2913. Eligible
properties must be listed on the City’s Heritage Register or located within the Moody Centre
Heritage Conservation and Character Areas. To qualify, a project must be either 1) heritage
conservation projects of $15,000 or above in eligible costs, or 2) projects that retain the existing
principal building with a construction value of $100,000 or greater. The tax provisions are tied to
recognized heritage conservation Standards and Guidelines. Notably, there has been very little
uptake of this program, as it is cumbersome to apply to residential projects. (See Appendix D: City
of Port Moody Tax Exemption Program for further information).
4.1.1.3 Reduced Permit Fees
The City has already offers HRAs and HAPs at negligible rates, which sends a message of administrative
support as well as a financial incentive to heritage projects.
4.1.2 Provincial Financial Incentives
Under its Heritage Conservation Program, The Heritage Legacy Fund provides financial contributions of up to
$25,000 for projects involving the preservation, rehabilitation and/or restoration of a built community
heritage resource. Eligible applicants include the City, registered non-profit societies and registered federal
charities.
4.1.3 Federal Financial Incentives
The Residential Rehabilitation Assistance Program (RRAP), offered through the Canada Mortgage and Housing
Corporation, helps low-income Canadians, people with disabilities and First Nations people live in decent,
affordable homes. These programs also support renovations to rooming houses and rental units to increase
the availability of housing for those in need. Depending on the individual situation for each resource, one of
the following programs may apply:
• Homeowner RRAP: Financial assistance to repair substandard housing to a minimum level of health
and safety
• Rental RRAP: Assistance for landlords of affordable housing to pay for mandatory repairs to self-
contained units occupied by low-income tenants
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 12 -
• Secondary/Garden Suite RRAP: Financial assistance for the creation of a Secondary or Garden Suite
for a low-income senior or adult with a disability, making it possible for them to live independently in
their community, close to family and friends.
• RRAP for Persons with Disabilities: Assistance for homeowners and landlords to improve accessibility
for persons with disabilities
• RRAP for Conversions: Assistance for converting non-residential buildings into affordable housing
It is recommended that there be further exploration of other available funding sources, especially for non-profit
organizations. Additional funding assistance may be available from a variety of other government and private
programs. Private foundations may also be willing to support local heritage conservation efforts.
4.2 NON-FINANCIAL INCENTIVES
Heritage conservation incentives may also be provided through non-monetary support. In addition to the
measures listed below, the City should examine the permit application and approval process, to ensure the
removal of any disincentives to heritage conservation.
4.2.1 Heritage Revitalization Agreements
Heritage Revitalization Agreements provide a powerful and flexible tool that enable agreements to be
specifically written to suit unique properties and situations. This formal written agreement can be negotiated
by the City and an owner to protect a heritage property, and may be used to set out the conditions that apply
to a particular property, thus providing both regulation and incentive at the same time. A Heritage
Revitalization Agreement (HRA) is a contractual agreement between a property owner and the City. The terms
of the agreement supersede local government zoning regulations, and may vary use, density, and siting
regulations. Through an HRA, heritage projects can be designed with special conditions that promote financial
viability for projects that could not otherwise proceed.
An HRA outlines the duties, obligations, and benefits negotiated by both parties to the agreement. An HRA
may:
• detail the timing of the agreement terms;
• vary or supplement the provisions of a bylaw that concerns land use designation, development cost
recovery, subdivision and development requirements;
• vary or supplement a permit, bylaw or Heritage Alteration Permit under Part 15 of the Local
Government Act; and/or
• include other terms agreed to by the City and the property owner.
HRAs are intended to provide a powerful and flexible tool that enables agreements to be specifically written to
suit unique properties and situations. They may be used to set out the conditions that apply to a particular
property. This tool is suited to unique / non-conforming conservation situations that demand creative
solutions. The terms of the HRA supersede local government zoning regulations, and may vary use, density,
and siting regulations. This can also be used to provide incentives that the owner can accept in lieu of
compensation for continuing protection.
T
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 13 -
An HRA application requires the following process:
1. The City identifies the need for the use of an HRA. The need may arise from the unusual siting of a
building, a unique lot configuration or other unique circumstances.
2. The City and the property owner negotiate the terms of the HRA, including the obligations, duties,
and benefits of the agreement.
3. The City seeks legal advice and drafts the HRA bylaw.
4. If the use and/or density of the property are proposed to be changed, a public hearing must be held.
5. Council adopts the HRA bylaw.
6. Within 30 days of adoption of the bylaw, The City files a notice in the Land Title Office to register the
HRA on the property title. The City must also notify the minister responsible for the Heritage
Conservation Act.
7. The HRA may only be altered with the consent of the property owner and the City. The City must
adopt a bylaw to amend the HRA. Amendments to legally protected property are enabled through a
Heritage Alteration Permit.
Other ways in which HRAs can be used to conserve heritage resources and their heritage value is to:
• enable relocation of a threatened resource;
• create or transfer density; and/or
• permit uses not allowed by existing zoning
The requirements of the HRA can be changed through consultation with the City, and if approved the changes
can be authorized by the issuance of an HAP. An HAP provides the flexibility to respond to the requests and
needs of owners over time. The requirements for HAPs must be established in the HRA bylaw, which can
provide exemptions for minor repairs and maintenance, repainting in the same colours, etc. An HAP cannot
vary use or density provisions, which would require a revised HRA bylaw.
IMPLICATIONS:
• The HRA supersedes local government zoning regulations and provides continuing protection.
Therefore the issue of zoning is rendered moot as each HRA is site specific.
• The application needs to conform generally to the intent of City policies, zoning and bylaws,
while making certain exceptions for the conservation of heritage property.
• HRAs are NOT precedent setting. They are always site specific. Any concerns about setting
precedents are based on how policy is applied.
• HRAs are generally used to regularize non-conforming situations and provide conservation
incentives. They should not be used as a tool for relocation except as a last resort.
• As an HRA specifies development potential, including on any newly-subdivided lots, rezoning is
not required.
• If the heritage resource is damaged or destroyed, the owner is obligated to obtain a Heritage
Alteration Permit and restore and repair to the same condition and appearance as before the
damage. If the resource is considered completely destroyed, the building is required to be
constructed in a heritage style acceptable to the City and substantially similar in design.
• An HRA can include minimum site maintenance requirements.
• An HRA can outline the owner’s obligations to protect, conserve, maintain and rebuild the
resource. This may include penalties for lack of protection until completion of the HRA, including
compensating the City in the event the heritage improvements or features on the site are moved
or destroyed other than through natural causes, or allow additional penalties if the resource has
to be replicated.7
7 City of Surrey Bylaw No.16993: George Lawrence House, 6945 185 Street.
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 14 -
The primary reason for the use of a Heritage Revitalization Agreement should be to ensure conservation of an
identified heritage resource. The proposed conservation interventions should protect the heritage value of the
resource, and should conform to the Standards & Guidelines for the Conservation of Historic Places in Canada.
4.2.1.1 NEW WESTMINSTER HERITAGE REVITALIZATION AGREEMENT POLICY
The City of New Westminster commonly uses HRAs to protect heritage properties.8 Due to community
concerns over what were considered to be inappropriate interventions being enabled by HRAs, in 2011
the City defined a process for the use of HRAs9, as follows:
Guiding Principle and Objectives for the Use of Heritage Revitalization Agreements
Principle: Preserve and encourage the rehabilitation of valued heritage resources using a clear
Heritage Revitalization Agreement policy.
Objectives:
1) Ensure that the HRA policy is integrated with other important City policies. This includes the
Official Community Plan, the Affordable Housing Strategy and the Livable City Strategy.
2) Ensure that HRAs are used appropriately, and that they balance both public and private
benefits.
3) Create an application process that is clear.
4) Establish a follow-up procedure to ensure that heritage conservation work is completed as
promised.
This HRA process defines a seven-step HRA Application Process
Step #1: Preliminary Inquiry
Step #2: Application
Step #3: Departmental Review
Step #4: Community Consultation: includes the Heritage Commission, relevant Neighbourhood
Associations, the Advisory Planning Commission, the Design Panel and immediate neighbours.
Step #5: Heritage Revitalization Agreement and Bylaw Readings
Step #6: Project Phase
Step #7: Project Completion Phase
The HRA Heritage Policy states: “Finally, for heritage conservation to be successful, it must meet a
community standard of reasonableness. A heritage building owner should be given the opportunity to
upgrade or add to the building, especially when the zoning allows it, and provided the proposed
changes do not impair the identified character-defining elements of the building.”
Overall, the City of New Westminster’s HRA policy framework is generally applicable to other
municipalities, and forms a reasonable basis for the assessment of similar applications in the City of
Maple Ridge.
4.2.2 Relaxations/Variances
When approving Development Permit applications, the City has discretionary powers and may relax some
requirements, especially when other amenities are being offered. In return for the conservation and
rehabilitation of a heritage building, the City may be able to relax requirements related to parking, setbacks
and access. Similarly, some requirements could be relaxed in order to prevent conservation principles and
guidelines from being compromised. One example would be a lot with an existing heritage home that is zoned
8 https://www.newwestcity.ca/database/files/library/Guide___Heritage_Revitalization_Agreements.pdf
9 https://www.newwestcity.ca/database/rte/files/Heritage%20Policy%20for%20the%20Use%20of%20HRAs%20Jan%202011.pdf
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 15 -
for duplex use. In this case, an infill house could be built on the property instead, and perhaps a slight increase
in allowable density could also be allowed. Each situation will be unique and will require special consideration.
4.2.3 Density Bonus and Transfer Procedures
One of the most effective heritage incentives that can be offered is the redistribution of density or an increase
in allowable density. Density refers to the ratio of floor area to the lot size. Sometimes there is an option to
increase the allowable onsite density without compromising the context of the heritage building. In other
cases, a heritage building may be located on a property that has much higher development potential than
currently occupied by the building, meaning that there is residual density that is not being utilized. In this
situation, the residual density can be transferred or sold to another property, negating the need to achieve the
allowable density onsite. In other cases, a conservation incentive – usually used to offset the costs of
rehabilitation – may be offered through the creation of an additional bonus density that can be sold to a
receiver site, with the resulting financial benefits being considered part of the incentives (compensation)
package. Each of these situations requires careful study of the potential impact on the heritage site, and an
understanding of appropriate receiver sites for transferred density. The transfer of density can be
accomplished either through the use of a Heritage Revitalization Agreement (for individual sites) or the
creation of a municipal density bank process. The density transfer process is considerably simplified when a
receiver site is identified at the time of application.
4.2.4 Alternate Compliance
As discussed in Sections 3.4, 3.5 and 3.6, alternate compliance equivalencies and exemptions are currently
available to Heritage Register or Protected Heritage Sites under the B.C. Building Code, the Energy Efficiency
Act (Energy Efficiency Standards Regulation) and the Homeowner Protection Act Regulation. The definition of a
heritage building is consistent under all three pieces of legislation. Alternate compliance is offered on a case-
by-case basis, and must be individually applied in each circumstance.
4.2.5 Administrative Support
Streamlining the development and building permit application processes for heritage properties is a desirable
objective (also known as a “Green Door” policy). Heritage projects are sometimes more complex and can
require additional review; property owners will object to a complicated procedure if they are already
concerned about costs. Time equals money, therefore it is recommended that the permit review procedure be
simplified as much as possible, and that every consideration be given to expediting heritage permit
applications.
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 16 -
4.2.6 Heritage Support Programs
The City can also provide support through:
• the provision of technical advice;
• complementary public works projects in defined heritage character areas (e.g., street improvements
such as pedestrian lighting, paving, street furniture and way-finding signage); and/or
• referral to other agencies or organizations for further assistance.
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 17 -
5. RECOMMENDATIONS
Note: These recommendations are preliminary and will be defined through the ongoing consultation process.
• Build support throughout the civic administration for the provision of heritage conservation incentives.
Ensure that staff has an understanding of the application and negotiation process, and has a good
technical understanding of the requirements of heritage conservation (e.g., Standards & Guidelines).
• Establish the order of magnitude of the City’s heritage conservation incentives. An initial step would be a
preliminary study that would review the:
o number and location of sites targeted for incentives
o lot size, existing zoning and potential for redevelopment
o current property tax assessments
This will help identify the most appropriate incentives and support mechanisms, and will also provide
estimates for what level of municipal resourcing may be necessary. Some of these may be relatively
simple to implement or already underway, such as negotiated agreements, building code equivalencies
and the streamlining of application procedures. Others may take more time to research, administer, and
adopt (e.g., grant programs, tax incentives).
• Determine eligibility requirements. Does the program extend beyond buildings and include cultural
landscapes?
• Confirm the appropriate delivery model for financial heritage incentives. The City of Maple Ridge may
wish to consider the feasibility of establishing a similar heritage foundation, which in addition to
administering grant programs could also serve an education and awareness function. A heritage
foundation would also be able to actively fundraise to fulfill its mandate and establish an identity distinct
from the municipal government. Matching funding could be sought for potential grant programs through
corporate sponsorship, private foundations and other sources. Consider the scale of what would provide
effective incentives. Note: comparable programs are generally an average of $1 per resident per annum,
or approximately $80,000 for Maple Ridge.
• Promote and market the range of incentives available to owners of heritage properties. This may be done
by holding meetings with heritage property owners, distributing brochures, and posting information on
the City’s website.
• Once updated policies, procedures and regulations are established, monitor the Heritage Program to
ensure its ongoing effectiveness. A cyclical re-examination should be initiated, to review results,
effectiveness and direction on a regular basis, and ensure that the Heritage Program remains relevant and
useful.
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 18 -
A: HERITAGE CONSERVATION TOOLKIT
The Heritage Conservation Toolkit lists the legislative tools available before,
during and after a permit application is made. For further information please
refer directly to the relevant legislation (Revised Statutes and Consolidated
Regulations of British Columbia: Web Site: http://www.bclaws.ca/).
TOOLS THAT NEED TO BE IN PLACE BEFORE NEGOTIATION:
q Official Community Plan (Local Government Act)
Sets out the City’s intent for development. States overall goals for
heritage conservation and can also include heritage area
designations. (Maple Ridge has enacted)
q Zoning and Development Bylaws (Local Government Act)
Outlines the existing general requirements for site development. (Maple Ridge has enacted)
q Development Permit Controls (Local Government Act)
Provides specific requirements for areas designated as Development Permit Areas. (Maple Ridge has
enacted)
q Heritage Conservation Areas (Local Government Act)
The City can define special areas in the Official Community Plan to provide long-term protection to
distinct heritage areas.
q Community Heritage Register (Local Government Act)
The City can establish an official listing of properties defined as having heritage character or heritage
value; this can act as the basis for offering incentives. (Maple Ridge has enacted)
q Community Heritage Commission (Local Government Act)
Enables the establishment of a Community Heritage Commission, which may have a citywide mandate or
be limited to a specific area or purpose. (Maple Ridge has established)
q Heritage Procedures Bylaw (Local Government Act)
The City can enact a bylaw that establishes civic procedures and guidelines for heritage conservation. This
bylaw may also delegate authority to an officer or authority for the negotiation of heritage issues. (Maple
Ridge has enacted)
q Heritage Site Maintenance Standards (Local Government Act)
The City can enact a ‘Heritage Site Maintenance Standards Bylaw,’ that establishes minimum
requirements for the care and maintenance of legally protected heritage properties. (Maple Ridge has
enacted). This can also include any property within an HCA.
q Reservation and Dedication of Municipal Property (Local Government Act)
The City can commit to the long-term protection of public property. Although previously enabled, there is
new scope added to this tool.
TOOLS
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 19 -
q Administrative Procedures
• Priority Routing
The City can institute a policy of expediting applications involving identified heritage resources.
• Heritage Awareness Programs
The City can continue to make the public aware of the importance of heritage resources through
education programs.
• Commemoration and Interpretation
The City can provide for commemoration and/or interpretation of historic sites or buildings. This is
not the equivalent of designation.
• Complementary Public Works
The City may commit to public works that complement the character of heritage sites or areas.
TOOLS AVAILABLE DURING NEGOTIATION:
q Financial Incentives
• Financial Assistance (Local Government Act)
Direct monetary grants can be offered in exchange for heritage conservation.
• Tax Incentives/Exemption (Local Government Act)
Full or partial tax exemptions for up to ten years can be offered.
• Revitalization Tax Exemption (Community Charter)
Full or partial tax exemptions can be offered for eligible property and revitalization projects.
q Development/Zoning Incentives
• Heritage Revitalization Agreements (Local Government Act)
This is potentially the most useful conservation tool, and has been widely used by other local
governments. It allows for a voluntary negotiated agreement, which may vary bylaw and permit
conditions. If use and density are not varied, a Public Hearing is not required. This is considered a
form of continuing protection. (Maple Ridge has enacted HRAs)
• Heritage Conservation Covenants (Land Titles Act)
Allows for the negotiation of a contractual agreement with the owner, which is registered on the
Land Title. This may not vary siting, use or density, and is considered a form of continuing protection.
(Maple Ridge has enacted Covenants)
• Equivalencies and Exemptions
Buildings identified on a Heritage Register or legally protected are eligible for building code
equivalencies under the British Columbia Building Code, the Energy Efficiency Act and the
Homeowners Protection Act.
• Heritage Density Bonuses (Local Government Act)
Increases in density, although previously available, may now be achieved more easily through a
Heritage Revitalization Agreement.
• Transfer of Density (Local Government Act)
Although previously enabled, transfers may now be expedited through negotiated agreements.
• Development Variance Permits (Local Government Act)
Allow for development requirements to be varied or waived.
q Alternate Compliance
Alternate compliance provisions (including exemptions and equivalencies) are enabled for heritage sites
(including Heritage Register sites) under the following legislation:
• B.C. Building Code
• Energy Efficiency Act
• Homeowner Protection Act
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 20 -
q Heritage Designation (Local Government Act)
This tool is now enabled under the Local Government Act, and provides long-term protection and
demolition control. Designation is generally negotiated in exchange for development incentives. This is
considered a form of continuing protection. (Maple Ridge has enacted)
q Heritage Alteration Permits (Local Government Act)
Once a Heritage Conservation Area is established, HAPs may be required for subdivision, additions, new
construction or alteration of an existing building. HAPs may also be used to allow changes to legally
protected heritage property.
q Tree Protection (Local Government Act)
Although previously enabled, there are now procedures that streamline the ways in which the City can
protect and maintain significant identified trees.
TOOLS AVAILABLE IF NEGOTIATION BREAKS DOWN:
q Temporary Heritage Protection (Local Government Act)
A heritage resource can be temporarily protected through the withholding of permits and approvals, or
adopting protection orders and bylaws. The resource must be listed on a Heritage Register, and a Heritage
Procedures Bylaw should be in place. Specific time periods apply, and this protection cannot be
indefinitely extended.
q Heritage Designation (Local Government Act)
See above for details; if the resource is of sufficient community value, the City may enact an involuntary
designation. However, doing so will make the City liable for financial compensation.
q Heritage Inspection (Local Government Act)
The City can order heritage inspections to assess heritage value and conservation needs.
q Heritage Impact Assessment (Local Government Act)
The City can order an assessment to be prepared at either the expense of the owner or the municipality in
order to predict the impact of a proposed development on adjacent heritage resources.
q Relocation
When it is not possible to save a structure on its original site, it may be desirable to move it to another
location to ensure its conservation. Costs may be borne either by the developer or the City.
q Documentation
When it is not possible to save a structure, it may be desirable to document it before demolition. Costs
may be borne either by the developer or the City. The City can set standards for documentation (such as
provided by the Township of Langley).
q Salvage
When it is not possible to save a structure, it may be desirable to salvage artifacts or portions of the
structure before demolition.
Further information on these tools may be found in Heritage Conservation: A Community Heritage Guide, or
through reference to the appropriate legislation.
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 21 -
B: COMMUNITY CHARTER EXTRACTS
GENERAL AUTHORITY FOR PERMISSIVE EXEMPTIONS
Partnering, heritage, riparian and other special exemption authority
225
(1) In this section:
"eligible property" means property that is eligible under subsection (2);
"exemption agreement" means an agreement under subsection (5).
(2) The following property is eligible for a tax exemption under this section:
(a) eligible partnering property, being property that
(i) is owned by a person or public authority providing a municipal service under a partnering
agreement, and
(ii) the council considers will be used in relation to the service being provided under the partnering
agreement;
(b)eligible heritage property, being property that is
(i) protected heritage property,
(ii) subject to a heritage revitalization agreement under section 610 of the Local Government Act,
(iii) subject to a covenant under section 219 of the Land Title Act that relates to the conservation of
heritage property, or
(iv) if property referred to in subparagraphs (i) to (iii) is a building or other improvement so affixed to
the land as to constitute real property, an area of land surrounding that improvement;
(c) eligible riparian property, being property that
(i) is riparian land,
(ii) is subject to a covenant under section 219 of the Land Title Act that
(A) relates to the protection of the property as riparian property, and
(B) has the municipality granting the exemption under this section as a covenantee in whose
favour the covenant is made, and
(iii) meets any other requirements prescribed by regulation;
(d) eligible cemetery property, being land held for cemetery, mausoleum or columbarium purposes;
(e) eligible golf course property, being land maintained as a golf course.
(3) A council may, by bylaw, exempt eligible property from taxation under section 197 (1) (a) [municipal
property taxes] to the extent provided in the bylaw and subject to the conditions established by
exemption agreement.
(4) The authority under subsection (3) is not subject to section 25 (1) [prohibition against assistance to
business].
(5) For the purposes of this section, the council may enter into an agreement with the owner of property that
is exempt or is to be exempt under this section, respecting the extent of the exemption and the
conditions on which it is made.
(6) Without limiting subsection (5), an exemption agreement may do one or more of the following:
(a) require the eligible property to be subject to a covenant under section 219 of the Land Title Act in
favour of the municipality;
(b) provide that the exemption is subject to specified conditions;
(c provide that, if
(i) a condition is not met,
(ii) a required covenant under section 219 of the Land Title Act is discharged, or
(iii) any other circumstances specified in the agreement occur,
the property owner must pay to the municipality an amount determined in accordance with the
agreement.
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 22 -
(7) A bylaw under this section
(a) must establish the term of the exemption,
(b) may only be adopted after notice of the proposed bylaw has been given in accordance with section
227 [notice of permissive tax exemptions],
(c) may only be adopted by an affirmative vote of at least 2/3 of all council members, and
(d) does not apply to taxation in a calendar year unless it comes into force on or before October 31 in the
preceding year.
(8) An exemption under this section ceases to apply to property, the use or ownership of which no longer
conforms to the conditions necessary to qualify for exemption and, after this, the property is liable to
taxation.
Revitalization tax exemptions
226
(1) In this section:
"exemption agreement" means an agreement under subsection (7);
"exemption certificate" means a revitalization tax exemption certificate issued under subsection (8);
"revitalization program bylaw" means a bylaw under subsection (4).
(2) A council may, for the purpose of encouraging revitalization in the municipality, provide tax exemptions
for land or improvements, or both, in accordance with this section.
(3) For a revitalization tax exemption under this section to apply to a particular property,
(a) the exemption must be in accordance with a revitalization program bylaw under subsection (4),
(b) an exemption agreement under subsection (7) must apply to the property, and
(c) an exemption certificate for the property must have been issued under subsection (8).
(4) A revitalization tax exemption program must be established by a bylaw that includes the following:
(a) a description of the reasons for and the objectives of the program;
(b) a description of how the program is intended to accomplish the objectives;
(c) a description of the kinds of property, or related activities or circumstances, that will be eligible for tax
exemptions under the program;
(d) the extent of the tax exemptions available;
(e) the amounts of tax exemptions that may be provided under the bylaw, by specifying amounts or by
establishing formulas by which the amounts are to be determined, or both;
(f) the maximum term of a tax exemption that may be provided under the bylaw, which may not be
longer than 10 years.
(5) A revitalization program bylaw
(a) may include other provisions the council considers advisable respecting the program including,
without limiting this,
(i) the requirements that must be met before an exemption certificate may be issued,
(ii) conditions that must be included in an exemption certificate, and
(iii) provision for a recapture amount that must be paid by the owner of the property to the
municipality if the conditions specified in the exemption certificate are not met, and
(b) may be different for
(i) different areas of the municipality,
(ii) different property classes under the Assessment Act,
(iii) different classes of land or improvements, or both, as established by the bylaw,
(iv) different activities and circumstances related to a property or its uses, as established by the
bylaw, and
(v) different uses as established by zoning bylaw.
(6) A revitalization program bylaw may be adopted only after
(a) notice of the proposed bylaw has been given in accordance with section 227 [notice of permissive tax
exemptions], and
(b) the council has considered the bylaw in conjunction with the objectives and policies set out under
section 165 (3.1) (c) [use of permissive tax exemptions] in its financial plan.
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 23 -
(7) The council may enter into an agreement with the owner of a property respecting
(a) the provision of a revitalization tax exemption under this section,
(b) any requirements that must be met before an exemption certificate is issued, and
(c) any conditions on which the tax exemption is to be provided.
(8) Once
(a) all requirements established in the revitalization program bylaw, and
(b) any additional requirements established in the exemption agreement
have been met, a revitalization tax exemption certificate must be issued for the property in accordance
with the exemption agreement.
(9) An exemption certificate must specify the following in accordance with the revitalization program bylaw
and the exemption agreement:
(a) the extent of the tax exemption;
(b) the amount of the tax exemption or the formula for determining the exemption;
(c) the term of the tax exemption;
(d) if applicable, the conditions on which the tax exemption is provided;
(e) if applicable, that a recapture amount is payable if the exemption certificate is cancelled, and how that
amount is to be determined.
(10) So long as an exemption certificate has not been cancelled, the land or improvements, or both, subject to
the exemption certificate are exempt from taxation under section 197 (1) (a) [municipal property taxes] as
provided in the exemption certificate.
(11) An exemption certificate may be cancelled by the council
(a) on the request of the property owner, or
(b) if any of the conditions specified in the exemption certificate are not met.
(12) An exemption certificate or cancellation does not apply to taxation in a calendar year unless the
exemption certificate is issued or cancelled, as applicable, on or before October 31 in the preceding year.
(13) The designated municipal officer must
(a) provide a copy of an exemption certificate to the relevant assessor as soon as practicable after it is
issued, and
(b) if applicable, notify that assessor as soon as practicable after an exemption certificate is cancelled.
(14) The authority to provide a tax exemption under this section is not subject to section 25 (1) [prohibition
against assistance to business].
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 24 -
C: FINANCIAL INCENTIVE PROGRAMS
CITY OF VANCOUVER
On March 13, 2019, the City of Vancouver approved a substantial Heritage Incentives Program, to support heritage
conservation and seismic upgrades of heritage designated buildings citywide, through a multi-year capital project
budget of $13,750,000 for the 2019 Heritage Incentive Program Grants, to be funded by development
contributions allocated to the Heritage Conservation Reserve. In addition, it adopted a $300,000 annual allocation
for a Heritage House Conservation Program developed and implemented by the Vancouver Heritage Foundation to
support conservation of heritage resources citywide.
The Heritage Incentive Program (HIP) is to encourage heritage conservation and seismic upgrades of
buildings primarily of unreinforced masonry that are listed on the Vancouver Heritage Register (VHR) and
protected by heritage designation bylaw. The HIP is proposed to replace the Heritage Building Rehabilitation
Program (HBRP) which expired in 2015, and be available citywide. The program will be available for privately
owned commercial and non-commercial properties that meet eligibility criteria, as well as those City-owned
properties operated by a non-profit organization under a long-term lease agreement. The HIP will provide
grants for 50% of eligible costs to a maximum of $4 million per qualified building. It will also provide the
transferable heritage density (THD) option for any new heritage designation of sites located in Gastown,
Chinatown, Victory Square and the Hastings Street Corridor (former Heritage Building Rehabilitation Program
incentive catchment area). Funding for the HIP will come from Community Amenity Contribution (CAC)
allocations and Density Bonus Heritage Amenity Share (DBZ) purchases from various new developments
throughout the city, held in the Heritage Conservation Reserve. During development of the HIP staff
estimated that forecast development contributions could support approximately $18 million of annual HIP
grants over a 10-year period. This forecast annual amount was also included in the 2019-2022 Capital Plan.
On average, $18 million would be sufficient to support six to eight conservation projects per year. This
funding model is dependent on ongoing funding allocated through the development activities and therefore
may fluctuate from year to year. The annual HIP budget will always be limited to the funding available in the
Heritage Conservation Reserve. As at December 31, 2018 there is $13,750,000 of funding in the Heritage
Conservation Reserve available to support the 2019 HIP grants.
Heritage Density Bank and Transfer of Density Program
This report provides the current status of the Heritage Density Bank and proposes the Transfer of Density
program to be reintroduced for implementation with the Heritage Incentive Program. If approved, this would
allow for the transfer of heritage density from eligible properties located within the THD catchment area
(Gastown, Chinatown, Hastings Street Corridor and Victory Square). The annual amount of density approved
for transfer through the HIP should not exceed 80,000 sq. ft. (or 320,000 sq. ft. over 4-year term). Transfers
of density would be in accordance with the Transfer of Density Policies and Procedures, and would require a
Heritage Revitalization Agreement approved by Council at public hearing.
The Heritage Façade Rehabilitation Program (HFRP) introduced in 2003 (and expanded in 2005) is still
available. Its intent is to provide access to grants of up to $50,000 per principal façade for the rehabilitation
of heritage building facades (buildings that are listed on the VHR). Sites in Gastown, Chinatown, Hastings
Street Corridor, and Victory Square area were eligible to apply for grants. It is proposed that the HFRP be
expanded to a citywide application and to include the additional requirement of seismic stabilization of the
heritage façade and/or its major components (e.g. cornices, pediment walls, historic signs, and other
projecting features of façade), to be funded with $1.2 million of City contributions included in the 2019-2022
Capital Plan. Annual funding for the HFRP of $300,000 will be brought forward as part of the annual Capital
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 25 -
Budget process. 2019 Capital Budget has approved the initial 2019 amount of $300,000. The HFRP Policies
and Procedures will be amended to include proposed changes
The Heritage House Conservation Program (HHCP) is designed to support privately owned single/two family
buildings, small apartment buildings, multifamily conversions or similarly adaptively reused buildings (house
typology) that are primarily constructed of wood-frame structural assemblies and otherwise ineligible for an
incentive under the HIP. The HHCP program will apply citywide and will be available to owners of buildings
that are listed on the VHR and, in case of major grants, municipally designated. It will be funded with $1.2
million of City contributions included in the 2019-2022 Capital Plan. A limited number of basic grants will be
available to heritage character properties pursuing addition to the VHR. Larger HHCP grants will have a
seismic upgrade requirement. The HHCP program is proposed to be administered by the Vancouver Heritage
Foundation (VHF) and will be supported by an annual grant of $300,000 which has been approved by Council
as part of the 2019 Capital Budget approval process. Implementation of the program will require a separate
agreement between the City and VHF, and the outcomes will be reported to Council in annual VHF report.
VANCOUVER HERITAGE FOUNDATION
The Vancouver Heritage Foundation offers a number of modest grant programs, including Restore It!, True Colours
and House Call. These programs are being reviewed and revised due to the adoption by City Council of the funding
for the Heritage House Conservation Program.
VICTORIA HERITAGE FOUNDATION HOUSE GRANTS
The House Grants Program of the Victoria Heritage Foundation (VHF) promotes the retention and preservation of
Victoria’s irreplaceable historic housing stock by assisting owners of heritage designated and covenanted houses
with the costs of rehabilitation and maintenance. Each year the VHF receives funds from the City of Victoria and
allocates them to homeowner applicants. Owners may submit one application per year per property, but an
application may contain more than one project. The House Grants Program covers a portion of project costs,
subject to VHF priorities and the availability of funds. If a grant is approved, the work should be completed within
the year. The VHF administers this program on the City's behalf. Grants are a percentage of a maximum $25,000
project cost per year. The percentage (35-40%) varies based on the current year's number of applicants and cost of
projects. Grant funds for any one house over a ten-year period will normally be limited to $25,000 of VHF monies.
The awarding of grants is subject to the demand for and availability of funding.
VICTORIA CIVIC HERITAGE TRUST BUILDING INCENTIVE PROGRAM
The Victoria Civic Heritage Trust works in cooperation with the City and community heritage groups to develop,
administer and financially support programs that preserve, promote, interpret and enhance the cultural and
natural heritage resources of the City of Victoria and its environs. The Building Incentive Program provides financial
assistance to owners of commercial or institutional heritage designated buildings to assist with facade restoration;
structural improvements, upgrading required by building codes, and other rehabilitation costs. Grants may cover
up to 50% of the cost of eligible heritage work, up to a maximum of $50,000 per project.
TOWNSHIP OF LANGLEY HERITAGE BUILDING INCENTIVE PROGRAM
The Heritage Building Incentive Program is designed to assist with the costs of restoration, repair and maintenance
of eligible heritage buildings within the Township of Langley. The objectives of the Heritage Building Incentive
Program are to:
• promote the conservation and stewardship of residential, commercial, industrial, institutional, and
agricultural heritage buildings in the Township
• encourage investment in the Township’s built heritage
• ensure the long-term viability of the Township’s historic resources
Although grant consideration will be given to buildings listed on the Township’s Heritage Inventory, to receive an
award a building must establish official heritage recognition through addition to the Community Heritage Register,
or be protected by a heritage covenant, a designation bylaw, a Heritage Revitalization Agreement, or be listed on a
Heritage Conservation Area Schedule.
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 26 -
• Grants will be considered for exterior preservation, restoration or rehabilitation projects.
• Exterior or structural repair work will take priority over general maintenance work in awarding grants.
• Seismic upgrades to a public-use building where required for public safety, as well as proposed exterior
changes to a public-use building for the purpose of improving access, will also be considered.
• All project work shall meet the intent of the Standards and Guidelines for the Conservation of Historic
Places in Canada.
Grants will be awarded based on the level of legal protection on the property and the funds available, to a
maximum of $10,000 per grant. The funding formula for grants up to the allowable maximum value, will be
calculated on a percentage of actual project costs relative to the official recognition or legal protection on a
building.
CITY OF SURREY BUILDING PRESERVATION PROGRAM
The Building Preservation Program provides grants to owners of protected heritage properties for stabilization,
maintenance, and restoration of heritage buildings. The City will contribute 50% of the cost of the work or
materials up to $5,000 in a calendar year. An owner may also claim any unclaimed amounts from the previous 2
years to a maximum of $15,000. In order to receive this grant, an owner must bring forward an application for
financial assistance to the Heritage Advisory Commission for its review and approval. Detailed requirements are
set out in the City of Surrey Heritage Sites Financial Assistance Bylaw, 1003, No. 15099.
NEW WESTMINSTER RESIDENTIAL HERITAGE BUILDING GRANTS PROGRAM
Incorporated as a Society in 1992, the New Westminster Heritage Foundation operates an annual Residential
Heritage Building Grants program. Funds were initially generated by donations from the film industry. Now there is
a long standing partnership between NWHPS and the City of New Westminster, whereby NWHPS and the City of
New Westminster’s Heritage Endowment Grant Program each contribute 50 per cent of the grant program’s
annual budget. The maximum grant award to a qualified heritage home owner is $10,000. Information, including
eligibility and application criteria, is available on the New Westminster Preservation Society’s webpage.
OAK BAY HERITAGE FOUNDATION HERITAGE RESTORATION GRANTS
Administered by the Oak Bay Heritage Foundation to provide cost-sharing grants to owners of buildings listed on
the official Oak Bay Community Heritage Register and to owners of designated heritage buildings. Buildings
protected under a Heritage Revitalization Agreement may also be eligible for the Heritage Restoration Grants
programme. A single grant will normally not exceed $1,000 for a building listed on the official Oak Bay Community
Heritage Register and $10,000 for a designated building. Priority will be given to designated buildings. Applicants
are restricted to one application per calendar year. Over a 10 calendar year period, total grants for one property
are limited to a maximum of $10,000 for a designated home and $3,000 for a home on the Register. Grants will be
awarded at the sole discretion of the Foundation.
SAANICH HERITAGE FOUNDATION HOUSE GRANTS PROGRAM
Grants are based on a maximum of 35% of project costs to a maximum of $10,000 per year per designated house.
Grant funds for any one house over a ten-year period will normally be limited to $20,000 of SHF monies; this will
apply to grant applications received for 2017 and subsequent years. These grants are subject to SHF priorities and
the funding received from the Municipality.
CITY OF KELOWNA HERITAGE GRANTS PROGRAM
The Heritage Grants Program was established in 1991 and was administered by City staff with applications
reviewed by a volunteer board. In 2008, the Central Okanagan Heritage Society (COHS) was awarded the contract
to administer the grants program. The intent of the program is to recognize the value of Kelowna’s built heritage.
Through the granting process, financial support is extended to assist with the upkeep of properties listed on the
City of Kelowna’s Heritage Register. The City of Kelowna’s Heritage Grants Program promotes the conservation of
residential, commercial, industrial, institutional and agricultural heritage buildings by assisting owners with grants
for a portion of the costs incurred in conservation work. Approximately $35,000 in total is available for distribution
annually from the City.
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 27 -
D: CITY OF PORT MOODY TAX EXEMPTION PROGRAM
Permissive tax exemptions are enabled under Section 226 of the Community Charter. The City of Port Moody has
enacted a Heritage Revitalization Tax Exemption Bylaw, 2011, No.2913 under these provisions. This is expected to
encourage revitalization by lowering costs for property owners in the initial years after a major capital investment.
The purposes of Port Moody’s tax exemption program are to:
• support conservation of heritage properties;
• foster revitalization through heritage and cultural awareness;
• increase the economic viability of the Heritage Conservation Area and Heritage Character Areas of
Moody Centre; and,
• enhance quality of life in the city.
The program is intended to accomplish these objectives by:
• lowering costs for heritage property owners to invest in the restoration, rehabilitation and repair of
heritage properties;
• establishing a financial incentive for redevelopment that meets heritage and sustainability
guidelines;
• cultivating a heritage precinct for business attraction and cultural tourism; and,
• promoting a heritage aesthetic that improves the sense of place and promotes vitality in the
identified historic area of the city.
Eligible properties must be listed on the City’s Heritage Register or located within the Moody Centre
Heritage Conservation and Character Areas. To qualify, a project must be either 1) heritage conservation
projects of $15,000 or above in eligible costs, or 2) projects that retain the existing principal building with a
construction value of $100,000 or greater, as follows:
i. Wherein the land use is consistent with the Official Community Plan land use designation, as amended
from time to time; and
ii. That involves preservation of the heritage significance of a building on the City’s Heritage Register and
results in qualifying project costs of $15,000 or greater (Type I); or
iii. Improvements on a Lot which result in a construction value of $100,000 or greater as determined by the
building permit(s) issued where (Type II):
(a) the existing principal building is retained; and
(b) the Project is exemplary of the Moody Centre Heritage Conservation Area Guidelines as
determined by the Director of Development Services; and
(c) green building elements are included such as reused materials, and/or conservation of water and
energy as demonstrated through the completion of the City’s Checklist for Community
Sustainability; or
(d) a heritage Statement of Significance is prepared to direct the Project and, upon completion of the
heritage conservation works as per the Standards and Guidelines for the Conservation of Historic
Places in Canada, the Lot is added to the Heritage Register.
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 28 -
iv. In the case of a Type I project as described in this bylaw, qualifying project costs shall include any of the
following:
(e) conservation and repair of significant original architectural elements, including doors, windows,
roofing, or other significant features as identified in the Statement of Significance documented in
the Heritage Register;
(f) reconstruction of significant historical features, using materials that replicate the original;
(g) work to restore a building to structural soundness as per the Standards and Guidelines for the
Conservation of Historic Places in Canada, with reference to the B.C. Building Code;
(h) the conservation of interior elements will be eligible if it is necessary for a building's structural
integrity;
(i) interior services including plumbing, electrical and heating are eligible if necessary to ensure the
continued use of the building and the replacement technology is consistent with a recognized
Canadian green building standard;
(j) professional design and engineering reports, drawings, cost estimates, and specifications as
required by the City for the project.
The tax provisions are tied to recognized heritage conservation Standards and Guidelines. Notably, there has been
very little uptake of this program, as it is cumbersome to apply to residential projects.
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 29 -
E: DEFINITIONS
Character-Defining Elements: the materials, forms, location, spatial configurations, uses and cultural associations
or meanings that contribute to the heritage value of a historic place, which must be retained in order to preserve
its heritage value.
Conservation: all actions or processes that are aimed at safeguarding the character-defining elements of a cultural
resource so as to retain its heritage value and extend its physical life. This may involve “Preservation,”
“Rehabilitation,” “Restoration,” or a combination of these actions or processes. Reconstruction or reconstitution of
a disappeared cultural resource is not considered conservation and is therefore not addressed in this document.
Heritage Guidelines: statements that provide practical guidance in applying the Standards for the Conservation of
Historic Places. They are presented as recommended and non-recommended actions.
Heritage Value: the aesthetic, historic, scientific, cultural, social or spiritual importance or significance for past,
present or future generations. The heritage value of a historic place is embodied in its character-defining materials,
forms, location, spatial configurations, uses and cultural associations or meanings.
Historic Place: a structure, building, group of buildings, district, landscape, archaeological site or other place in
Canada that has been formally recognized for its heritage value.
Intervention: any action, other than demolition or destruction, that results in a physical change to an element of a
historic place.
Maintenance: routine, cyclical, non-destructive actions necessary to slow the deterioration of a historic place. It
entails periodic inspection; routine, cyclical, non-destructive cleaning; minor repair and refinishing operations;
replacement of damaged or deteriorated materials that are impractical to save.
Minimal Intervention: the approach that allows functional goals to be met with the least physical intervention.
Standards: Principles for the respectful conservation of historic places.
C I T Y O F M A P L E R I D G E H E R I T A G E I N C E N T I V E S R E V I E W
DRAFT Donald Luxton & Associates Inc. March 2019
- 30 -
F: WEBSITES
FEDERAL GOVERNMENT
Canadian Register of Historic Places
http://www.historicplaces.ca
Standards and Guidelines for the Conservation of Historic Places in Canada
http://www.historicplaces.ca/en/pages/standards-normes.aspx
Canada Mortgage and Housing Corporation
https://www.cmhc-schl.gc.ca/en/
PROVINCE OF BRITISH COLUMBIA
Statutes and Consolidated Regulations of British Columbia
http://www.bclaws.ca/
Local Government Act
http://www.bclaws.ca/civix/document/id/complete/statreg/r15001_00
Community Charter
http://www.bclaws.ca/Recon/document/ID/freeside/03026_00
Heritage Branch, Province of British Columbia
http://www2.gov.bc.ca/gov/content/governments/celebrating-british-columbia/historic-
places/conserving-buildings-properties
Heritage Conservation: A Community Guide (“Read the Guide”)
http://www2.gov.bc.ca/gov/content/governments/celebrating-british-columbia/historic-
places/conserving-buildings-properties
Heritage Legacy Fund of British Columbia
http://www.heritagebc.ca/funding/heritage-legacy-fund
Interoffice
Memorandum
_______________________________________________________________________________________________________________________
To: Community Heritage Commission
From: Amelia Bowden, Planner 1
Date: February 14, 2019
Subject: Business Planning Task Implementation
The Community Heritage Commission has identified a number of ongoing and new projects for 2019 in its Business
Plan. With membership changes over the course of 2018, it is timely to review the workplan and subcommittee
assignments.
The table below outlines Business Plan action items, which need to be prioritized for the upcoming year. Further,
this is an opportunity to identify which subcommittees and members will spearhead each initiative, determine next
steps for each project and set a project timeline.
Action Item Status Subcommittee
and Lead
Next Steps Timeline
Encourage the production of
Statements of Significance
to support the maintenance
of the Heritage Inventory
and facilitate promotion of
tangible and intangible
heritage features to the
Heritage Register
Pending Council decision
Feb.12
Geocaches Restocking to occur throughout
2019
Heritage Marker Inventory
Update
Decision on maintenance and
next steps
Open Access Digitization
Project
Pending grant application.
Funds re-directed if grant
successful
Host CHC Networking
Conference
On hold pending Heritage BC
intentions
Communications Strategic
Task Force
BC 160 On hold pending provincial
plans
Maple Ridge 150 On hold pending civic plans
Heritage Incentives Review Consultant hired, preparing
report
Russell
Heritage Conservation
Master Plan
Pending RFP Russell
Review Heritage Plan Russell
MAPLE RIDGE
Briti sh Columbia
Subcommittee Protocol
Mandate:
o The purpose of the subcommittee will be determined by the Advisory Committee and formed by
resolution.
o The composition of the subcommittee membership will be determined by the Advisory
Committee and may include members of the public with specific skills.
o A timeframe for the expiration of the subcommittee will be established.
o Term lengths of subcommittee membership will be determined (if required).
o A schedule for written progress reports to be submitted to the Advisory Committee will be
established (if required).
Schedule:
o The meeting schedule will be established and communicated by the subcommittee Chair.
Chair Election:
o A subcommittee Chair will be elected by the members of the subcommittee.
Meeting Notes:
o The subcommittee Chair will assign the task of recording meeting notes to one or more
subcommittee members.
Reporting:
o The subcommittee will provide a verbal update at specified meetings of the Advisory Committee.
o The subcommittee will provide written reports to be circulated with the agenda when direction or
resolution by the Advisory Committee is required.
Interoffice
Memorandum
_______________________________________________________________________________________________________________________
To: Community Heritage Commission
From: Amelia Bowden, Planner 1
Date: April 11, 2019
Subject: BC History Digitization Program Update
The BCHDP adjudication committee has offered the City of Maple Ridge funding in the amount of $7,500 for the Tax
and Collector Roll Digitization Project, which is 50% of the grant amount that was requested.
The committee were intrigued by the content and the ability for users to look up the history of their property as well
as the depictions of the early years of colonialism and wants the project to be able to move ahead albeit in a
reduced capacity. Accordingly, the project must be scaled down to match the reduced funding amount. The
committee has suggested digitizing the earliest material which they suspect would be of most interest and value.
The original project proposed the digitization of 18,500 sheets for $13,545 of requested funds which equates to
$1.37/sheet. Using that rate, for $7,500, the digitization of approximately 5,475 sheet should be possible.
Years to be digitized: 1875-1881,1891, 1897-1901, 1900-1905, 1902-1903, 1904-1905, 1906-1909
The project budget amounts would be reduced by 45% or 55% of the original amounts:
Cash In-kind Total
Applicant 7,500 0 7,500
IKBLC 7,500 n/a 7,500
Total 15,000 0 15,000
Funding for the Bylaw Digitization Project did not secure grant funding.
In December, the CHC passed the following resolution:
That That $6,000.00 in the Digitization budget be allocated to the City’s Bylaws and Tax Collector
Rolls digitization project should the City be successful in one or more of the BC History Digitization
Program Grant applications; and
That the Community Heritage Commission submit an incremental package to Council in 2019 for a
minimum of $6000.00 to be used for the inventory of these Maple Ridge Historic Municipal
records.
As the full grant funding has not been received, it is appropriate for CHC to reconsider the level of financial support
for this project.
MAPLE RIDGE
British Columbia
Interoffice
Memorandum
_______________________________________________________________________________________________________________________
To: Community Heritage Commission
From: Amelia Bowden, Planner 1
Date: April 11, 2019
Subject: Tourism Committee
The Economic Development Department is bringing together a working group composed of community stakeholders to
meet monthly and develop strategies for vibrant and sustainable tourism. There is an open position on the committee
for someone to represent Maple Ridge Heritage and a representative from the Community Heritage Commission is
invited to participate.
The committee will be meeting on the first Tuesday of every month, 2:00 – 3:30 PM in the Bridges Boardroom, Economic
Development Office at Maple Ridge City Hall.
Location:
Bridges Boardroom, EcDev Office
Maple Ridge City Hall, 2:00 – 3:30 PM
22470 Dewdney Trunk Road, Maple Ridge
604-467-7459
Meeting dates:
The first Tuesday of every month: April 2, May 7, June 4, July 2, August 6, September 3, October 1, November 5,
December 3.
Maple Ridge Tourism Committee:
A working committee composed of Maple Ridge community stakeholders that meets monthly to develop and help
implement strategies for vibrant and sustainable tourism.
Objectives:
- Build awareness and motivate travel to Maple Ridge as a year round preferred destination
- Build pride among residents living in and visiting Maple Ridge
- Enhance public awareness of tourism and its economic value to Maple Ridge
- Provide leadership and strategic thinking to Maple Ridge’s tourism industry
- Support local businesses that service travelers
- Promote training and development related to tourism marketing
- Provide support to the mobile Visitor Centre
- Provide recommendations on tourism-related matters
MA PLE RIDGE
British Columbia
Community Heritage Commission - 2019 Financial Accounting
Program/Project Vol. Hrs
2018 Committed
Funds Not Yet
Billed
2019 Budget Amount Opening Balance Jan-19 Feb-19 Mar-19
2019
Committed
Funds
2019 Running
Total Notes
Yearly Allocation $ 2,000.00
Fundraising Income $ - $ 138.00
Meeting Refreshments $ -
EDUCATION
Delegate Fees 30 500.00$ 500.00$
MEMBERSHIP SUPPORT PROGRAM
Membership Annual Fees 690.00$ 690.00$ 100.00$
Membership Conference Fees 350 -$ -$ 200.00$
COMMUNICATIONS AND OUTREACH
COMMUNICATIONS STRATEGY 5,000.00$ 5,000.00$
Newsletter 40 1,600.00$ 1,600.00$
Marketing Package 5 500.00$ 500.00$
HERITAGE RECOGNITIONS PROGRAMS
Heritage Awards 60 498.22$ 498.22$ 541.55$ 180.84$
KARINA LEBLANC UTILITY BOX WRAP 1,500.00$ 1,500.00$ 1,500.00$
Heritage Conversation 15 500.00$ 500.00$
Partnered Event 15 200.00$ 200.00$
Plaque Program 5 400.00$ 400.00$
Heritage Marker Replacement 10 400.00$ 400.00$
Canada 150 - Reminisce Kits 30 2,285.55$ 2,285.55$
OPEN ACCESS DIGITIZATION PROJECT
Phase III 50 6,000.00$ 6,000.00$ 6,000.00$
HERITAGE PLAN UPDATE
Heritage Inventory Update -$ (3,908.00)$
Heritage Master Conservation Plan 30,000.00$ 30,000.00$
HERITAGE PLAN REVIEW 3,500.00$ 3,500.00$
HERITAGE INCENTIVE REVIEW
Heritage Incentives Review 50 10,000.00$ 20,000.00$ 20,000.00$
ROBERTSON CEMETERY RESEARCH -$ (1,000.00)$ 1,000.00$
Yearly Total 17,500.00$ 73,573.77$ 70,803.77$
Monthly Total 1,000.00$ 541.55$ $480.84
Expenses
April 11, 2019 ,
Briefing Material
for the
Community Heritage Commission
11 April 2019 Meeting
Reports of the National Trust
Concerning
2019 Federal Budget
As CHC members will recall that over the past two years time has been given at
commission meetings to study the preparations of the House of Commons
Environment and Sustainable Development Committee report, Preserving Canada's
Heritage. The report was presented to Parliament in December 2017.
Many of the recommendations contained in the report were seen to address how
federal leadership was required for historic places. In describing necessary
undertakings in the heritage field the report's recommendations covered a number of
issues that pertained to local government. In 2018 much interest was raised across
Canada on how the Federal government would respond to recommendations
particularily in the scope of new or enlarged programs and financial resources. In a
major way the follow-up was seen to be through the 2019 Federal budget.
Two reports have been recently prepared by the National Trust to provide updates on
this matter.
Report 1: Written Submission for the Pre-Budget Consultation in Advance of the 2019
Budget by the National Tfust
Report 2: National Trust Responds to Federal Budget 2019: Historic Disappointment
for Historic Places
:: :.::::: .::· ... ::: :.::: ... : ••
B..ttf(gt/ig h~ritage to life i . . . . ' . . '
. .. :, :· :·.:: . . . ·::.:· :·:.,·:·:·.·.:
: Le patrimoine en vie·':? i:
Written Submission for the Pre-Budget
Consultations in Advance of the 2019 Budget
ARCHITl!CTURAl
CC>IISER.VANCY
ONTARIO
by:
NATIONAL TRUST FOR CANADA
-
• Hmti'.i'A(>E,
tfitOST.Oi!·
' ' . NOVA-StOTht , l.r. ... '· • •. ~, ,, ;
Mtc[llfAC
~~~~t~~~~i~-
-l'l\DtAATION :msronu:
q_ulREC
HeritageBC
iliilill
GJ;•katcbcwan ..... ,.,.~
Architectural Conservancy of Ontario, Association Heritage New Brunswick, Association of Heritage
Industries Newfoundland and Labrador, Canadian Association of Heritage Professionals, Federation
Histoire Quebec, Heritage BC, Heritage Saskatchewan, Heritage Trust of Nova Scotia, Historical Society
of Alberta, Newfoundland Historic Trust, Nova Scotia Lighthouse Preservation· Society, Ontario Historical
Society, Quebec Anglophone Heritage Network, RAIC, Saskatchewan Heritage Foundation
Recommendations for the 2019 Budget from the National trust for Canada
1. Renewal and Expansion of Parks Canada's National Cost-Sharing Program for Heritage
Places:
a. $33 million over 3 years in matching grant funding for National Historic Sites,
Heritage Lighthouses, and Heritage Railway Stations -with an e·stimated leverage
effect of 5 times the federal contribution;
b. $35 million over 3 years to attract corporate investment and bring new productive
uses to revenue-generating commercial heritage properties -with an estimated
leverage effect of at least 5 times more in private investment, and the creation of an
estimated 2000 jobs;
c. An additional multi-million dollar fund for heritage places of significance to
Indigenous Peoples. The Federal Government's response to the Truth and
Reconciliation Commission of Canada's Call to Action 79 must not fail to include
substantial funding to support the efforts of Indigenous Peoples to save and renew
their heritage places, and commemorate their contributions to Canada's history.
2. Funding to create a transformative culture of philanthropy for historic places, to
encourage public and corporate donations to heritage places that matter to Canadians,
including Indigenous Peoples:
a. $6 million to build the capacity of charities and not-for-profit organizations to raise
funds and forge corporate partnerships for community-led projects to renew surplus
federal lighthouses, places of faith, cultural landscapes and other heritage places;
.b. $2 million for national crowdfunding competitions to spur community philanthropy
for heritage places.
2
Submission: Recommendations for the 2019 Budget
from
the National Trust for Canada and its partner organizations
The National Trust for Canada and its partners in the historic places sector recommend that Federal
Budget 2019 provide $76 million over three years (2019 through 2021} to encourage private sector
investment in heritage property, stimulate heritage philanthropy for historic places, and support
the efforts of charities and not-for-profit organizations to save and renew historic places in every
province and territory.
We also signal the need for the Federal Government to expand existing historic places funding
programs with new dedicated funding to support the efforts of Indigenous Peoples to save and
renew their heritage places.
The proposed funding will serve to bridge the urgent gap in federal funding, and demonstrate the
economic leverage effect of historic places investments, pendi_ng future action on
recommendations in Preserving Canada's Heritage: the Foundation for Tomorrow -a milestone
study completed by the House of Commons Standing Committee on Environment and Sustainable
Development in December 2017.
Federal Government Priorities Supported by These Recommendations:
1. Unlocking Local Capital and Creating New Jobs in Urban, Rural and Remote
Regions. Rehabilitation is a multi-billion dollar industry. Residential renovation alone
employs 690,000 Canadians and generates $41.3 billion in wages. Heritage
rehabilitation generates upwards of 21% more jobs, including skilled jobs, than the same
investment in new construction. Heritage rehabilitation also incurs less "leakage" out of
the Canadian economy for foreign goods.
The recommended Budget investments would impr9ve the environment for private
sector investment in the adaptive use and retrofitting of older commercial property
including the creation of affordable housing.
2. Enc;ouraging corporate and citizen philanthropy to amplify the work of charities and
non-profits, and support heritage construction and renovation projects in every
province and territory.
3. Support the efforts of Indigenous Peoples to save and renew places of significance to
them, as part of a movement of Reconciliation.
4. Help Canadian property owners take important steps toward a low-carbon economy,
through rehabilitating existing buildings and capitalizing on their sunk carbon antj
natural resources. Historic buildings can be a key part of Canada's goal to reduce GHG
3
emissions by 40% by 2030 and 80% by 2050. Investing in the rehabilitation of heritage
buildings is a key component of the low carbon economy: building renewal and re-use
capitalizes on materials and embedded carbon already invested, reduces construction
and demolhion waste, and avoids environmental impact associated with new
development. Studies demonstrate that it takes from 10 to 80 years for a new "green"
building to make up for the negative climate change impacts of its construction. The
House of Commons ENVI Report 17 -Better Buildings for a Low Carbon Future (June
2018) -underscored the crucial role of adaptati_on and reuse in its recommendations.
• 5. Encourage transfer of ownership of surplus federal lighthouses and other assets into
the hands of co_mmunity groups who are equipped to generate revenue and donations
for their long term sustainability.
6. Fill gaps in Federal Leadership for historic places, and in Canada's compliance with
international commitments as a signatory of the UNESCO Convention Concerning the
Protection of the World Cultural and Natural Heritage which requires State Parties to
ensure that "appropriate ... financial measures" are in place for the protection and
rehabilitation of this heritage (Article 5).
The historic places sector is a shared.jurisdiction, with essential roles for governments at
all levels. The Federal Government has been largely absent since 2007. The Standing
Committee on Environment and Sustainable Development during 2017 hearings and in
its subsequent Report 10-Preserving Canada's Heritage: the Foundation for Tomorrow
-identified the need for federal leadership, including funding and incentives for historic •
places not owned by the Federal Government.
What Historic Places Wo.uld Benefit?
Eligible properties include those listed on, or eligible for listing on, the Canadian Register'of
Historic Places -for example: some of the estimated 25,000 commercial heritage structures
found in every Canadian downtown: office buildings; historic apartm~mt complexes; existing or
potential affordable housing; historic sites open to the public; cemeteries; cultural landscapes
such as historic farming complexes and Indigenous traditional sites; lighthouses (some 450
slated to be the deaccessioned by the Federal Government); places of faith (an estimated
27,000, many facing an uncertain future); former residential scHools; institutional buildings;
historic town halls; recreational structures (eg. cinemas and opera houses) and engineering
works (eg. bridges and canals) ..
Owners and project proponents would include NGOs and charities, taxable Canadian
corporations, and provincial, municipal and Indigenous governments.
4
Recommendations for the 2019 Budget
1. Renewal and Expansion of Parks Canada's National Cost-Sharing Program for Heritage
Places:
Re-introduced as an economic stimulus measure in 2009 after many years dormant, Parks
Canada's National Cost-Sharing Program for Heritage Places offers matching funds to the
736 National Historic Sites not owned by tlie Government of Canada. It saw an investment
of $20 million over two years (2016-17 and 2017-18), but has otherwise been severely
underfunded (typically $1 million per year) and consistently oversubscribed. Since 2009
there have been applications for $107 million but only $40 million in available funding.
Recommended:
a. $33 million over 3 years in matching grant funding for National Historic Sites,
Heritage Lighthouses, and Heritage Railway Stations -with an estimated leverage
effect of 5 times the federal contribution.
b. $35 million over 3 years to attract corporate investment and bring new productive
uses to revenue-generating commercial heritage properties -with an estimated
leverage effect of at least 5 times more in private investment, and the creation of
an estimated 2000 jobs.
A comparable Canadian federal incentive program for commercial heritage
properties (2005-2008) provided 20% of eligible project costs with a maximum grant
of $1 million, and yielded impressive results, with contributions totalling $14.95
million leveraging $143.4 million in construction costs, creating jobs and giving
empty, derelict buildings vibrant new uses.
It should be noted there is widespread support in Canada for a federal income-tax-
based incentive to attract corporate investment to revenue-generating heritage
property. US heritage tax credits have leveraged 5 times their value in private
investment, preserved more than 40,000 historic properties, created thousands of
affordable housing units, and stimulated a booming "heritage construction
industry."
The Liberal Party of Canada stated its willingness in October 2015 to consider tax
incentives for heritage buildings, and there are positive signals about tax incentives
contained in Preserving Canada's Heritage: the Foundation for Tomorrow -
however the Government has expressed reservations. Given these re·servations, and
the urgent need to stimulate investment without delay, this $35 million in _federal
grant funding is recommended as an acceptable compromise over the next 3 years,
pending action on recommendations in the Environment Committee's Report.
5
c. An additional multi-million dollar fund for he_ritage places of significance to
. Indigenous Peoples.
The Federal Government's response to the Truth and Reconciliation Commission of
Canada's Call to Action 79 must not fail to include substantial funding to support the
efforts of Indigenous Peoples to save and renew their heritage places, and
commemorate their contributions to Canada's history. The dollar value, terms and
conditions including contribution matching ratios should be established in
accordance with the collaborative approach called for in TRC Call to Action 79.
2. Funding to cr~ate a transformative culture of philanthropy for historic places, to encourage
public and corporate donations to heritage places that matter to Canadians. including
Indigenous Peoples:
This game-changing investment would expand the universe of funding available for historic
places.
Recommended:
a. · $6 million to build the capacity of charities, not-for-profit organizations and
volunteers to raise funds and forge corporate partnerships for community-led
projects to renew surplus federal lighthouses, places of faith, cultural landscapes
and other heritage places.
This would fund a team of seasoned fundraising and sponsorship experts to provide
one-on-one training, coaching and support to the staff and .volunteers of historic
places and to execute major fundraising campaigns. The majority of the funding
. would be delivered to participating organizations for use as "challenge grants" or
matching funds to kick-start their donation campaigns and/or leverage corporate.
funding.
Federal governments in other countries have seen the benefit of such investments:
Save America's Treasures was a successful private-public partnership between the
US National Trust, the National-Park Service and other federal agencies, with the US
National Trust leading efforts to secure $55 million in corporate funding, and offer
technical support to successful applicants.
6
b. $2 million for national crowdfunding competitions to spur community philanthropy
for heritage places.
THIS PLACE MATTERS (thisplacematters.ca) is a proven crow~ffunding platform that
has directed $1.4 million to worthy community-led heritage projects since launching
in the spring of 2015. Unlike a granting program, which would typically require
applicants to match funding 1:1, THIS PLACE MATTERS benefits from the excitement
of competition, which mobilizes community participation and stimulates community
philanthropy. During the 2016 and 2017 competitions, every dollar invested in the
prize pool resulted in an additional $2.50 in donations raised at the local level, with
the excitement reaching millions of Canadians through social media, and giving
Canadians a voice in funding places that matter to them.
There are Canadian precedents for using federal matching funds to stimulate
philanthropy and kick-start local projects and investments -eg. the Government of
Canada's response to the Syrian refugee crisis and to disaster relief for Haiti.
Conclusion
This past year saw substantial discussion about Canada's historic places on Parliament Hill, and
a recognition that federal leadership and investment is needed. Inclusion of the new funding
for historic places in Budget 2019. would unlock new investment and economic impact, reduce
GHG emissions, contribute to Reconciliation, promote environmental sustainability, and renew
places that matter to communities.
Sincere thanks to members .of the House of Commons Standing Committee on Finance for
considering these recommendations.
About the National Trust for Canada www.nationaltrustcanada.ca
The National Trust for Canada is a national registered charity that leads and inspires action for
historic places. We know that historic places can be transformed to meet community needs,
and we offer tools, resources and funding to help communities do just that.
We are connected across the cOuntry through our National Council to heritage organizations in
every province and territory.
Since 2016, the National Trust's crowdfunding competition platform THIS PLACE MATTERS has
delivered $1.4 million to help save and renew 89 worthy historic places.
Contact: Natalie Bull, Executive Director
Tel. 613 237 1066 ext. 222
nbull@nationaltrustcanada.ca
7
March 20, 2019
National Trust
for Canada
Fiducie nationale
du Canada
National Trust Responds to Federal Budget 2019:
Historic Disappointment for Historic Places
While Federal Budget 2019 includes positive signals for Indigenous languages and
Reconciliation, the National Trust for Canada expresses dismay that it fails to reflect the
recommendations in the landmark House of Commons Environment and Sustainable
Development Committee report, Preserving Canada's Heritage: The Foundation for Tomorrow,
which included financial measures that would have stimulated private investment and
philanthropy for historic places.
Over the past year, heritage groups and thousands of Canadians have called for federal
leadership for historic places that would have unlocked economic potential and social capital,
and created new green jobs in urban, rural and remote communities. The sector's
recommendation for a multimillion-dollar fund in Budget 2019 would have supported the efforts
of charities, not-for-profits, and the private sector to save and renew historic places, including
places of significance to Indigenous peoples. Not only is the Budget 2019 missing these long-
awaited federal measures for historic places, it is also silent on providing adequate funding for
Parks Canada's National Cost-Sharing Program for Heritage Places, which provides much-
needed bricks-and-mortar funding for places that are touchstones for our nation's history.
The National Trust applauds the investment of $33.8 million over three years to develop and
maintain the National Residential School Student Death Register and support commemoration
efforts at school cemeteries, $15.2 million over three years for Canada Roots Exchange
(promoting understanding between Indigenous and non-Indigenous youth), as well as $333.7
million over five years to support Indigenous language revitalization projects. The budget
provides modest funding of $24 million over two years to the Building Communities Through
Arts and Heritage Program and the Celebration and Commemoration Program, including $10
million for a National Day for Truth and Reconciliation.
While the announcement of $1.01 Billion in 2018-19 to increase energy efficiency in residential
and commercial buildings is laudable, it will be essential to ensure these measures do not have
unintended negative impacts on historic places; these measures will need to be calibrated to
account for the substantial contributions historic places currently have on carbon reduction
through, for example, resilient materials and historic design strategies. New tourism funds may
also touch historic places in some way: $58.5 million over two years for a Canadian
Experiences Fund tourism related infrastructure (e.g. rural and remote communities, Indigenous
tourism); $5 million for tourism marketing to help Canadians discover lesser-known areas and
hidden national gems.
"The absence of federal measures for historic places in Budget 2019 is a missed opportunity to
support the fight against climate change and create skilled green jobs," said Natalie Bull,
Executive Director of the National Trust. "In the run up to a federal election, no party's platform
will be complete without a robust strategy to encourage investment and promote adaptive use of
existing and historic places."
To review the entire 2019 budget, please click here.