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Janet Amos, Amos Environment + Planning
                                             amos@primus.ca

                                                      OPPI 2011
“Tackling the Biggest Challenges to Planning and the Profession”

                                              October 12, 2011
Workshop Contact:

Janet Amos, MCIP, RPP
Amos Environment + Planning
1236 Butter and Egg Road,
Bracebridge ON P1L 1X4
705-764-0580
amos@primus.ca
Our Conference…
Looking back and looking forward
• 2011 Conference is a chance to re-examine
  assumptions, take stock and build awareness
  about our profession and its relevance to the
  world around us

• OPPI cannot rest on our past accomplishments
Looking back
• Until August 2011 the Municipal Class
  EA offered opportunity to combine
  and integrate land use planning and
  Class EA approvals into one process

• Then, integrated approach in the
  Class EA was re-written
Looking forward
Let’s focus on what we can do…

• We can influence the infrastructure constructed
  as a result of the Class EA process

• We can contribute skillfully to the Class EA
  process by using our knowledge of planning goals
  and sustainability

• We can combine the land use planning and Class
  EA requirements via increased coordination
Janet Amos, Amos Environment + Planning
                                             amos@primus.ca

                                                      OPPI 2011
“Tackling the Biggest Challenges to Planning and the Profession”

                                              October 12, 2011
Assumptions about sustainability assessment

Understanding EA in Ontario

Using EA Studies to inform sustainability
  assessment

Coordinate planning with a Class EA Study
Understanding EA in Ontario

Using EA Studies to inform sustainability
  assessment

Coordinate planning with a Class EA Study
Assumptions
• Greater emphasis on sustainability will lead to
  better planning and more effective use of
  resources – environmental and social
• Planning for sustainability is preferable to
  ignoring it
• EA is planning process
• Therefore, more emphasis on sustainability in EA
  will lead to better planning
What is sustainability assessment?

Sustainability Assessment

 = a process that
   directs
   decision-making
   towards sustainability
Two operational sustainability concepts
• They represent two sides of the sustainability coin—
  the physical and the monetary one (Bartelmus 2004):
   – Economic sustainability refers to the established
     requisite for economic growth, capital
     maintenance, and extends the (produced) capital
     concept to include non-produced natural capital.
   – Ecological sustainability considers material flows
     from the environment, through the economy and
     back to the environment (as waste) as pressures
     on the carrying capacities of natural systems, and
     aims to reduce this pressure to tolerable levels by
     de-materializing the economy.
Two operational sustainability concepts
Source:
• Indicators of Sustainable Development: Proposals
  for a Way Forward, Discussion Paper Prepared
  under a Consulting Agreement on behalf of the UN
  Division for Sustainable Development
By László Pintér, Peter Hardi and Peter Bartelmus
• United Nations Division for Sustainable
  Development,Expert Group Meeting on Indicators
  of Sustainable Development
New York, 13-15 December 2005
How do we assess sustainability?
• Ask what decision would be most sustainable?
• Establish sustainability criteria or objectives
• Determine a range of sustainable options
• A sustainability assessment hierarchy?
• Are there measurable targets?
• Scrutinize alternatives for their ability to be
  most sustainable
• Are some impacts more sustainable? Longer
  lasting? Reversible?
• Identify the outcome or decision that would be
  most sustainable
Sustainability Policies
• Direct the development of new housing towards
  locations where appropriate levels of infrastructure
  and public service facilities are or will be available
  to support current and projected needs
• Promote the use of public transit and other
  alternative transportation modes in and between
  residential, employment (including commercial,
  industrial and institutional uses) and other areas
  where these exist or are to be developed

Provincial Policy Statement, 2005
Municipal Response
• Compare goals of proponent with Municipality’s
  goals
   – Are they aligned?
   – Are they contradictory?
   – Does this add complexity? Make it simpler?
   – What is the context in our municipality for this
     proponent?
   – What is the context in our municipality for this
     project?
• How might we conduct this comparison?
Ways to use EA to Assess Sustainability

•   Scoping of alternatives
•   Develop range of alternatives
•   Develop evaluation criteria
•   Transparent decision-making
•   Public and agency consultation
•   Develop mitigation measures early in study
•   Use adaptive management techniques
•   Coordinated approach with Planning Act
Assumptions about sustainability assessment



Using EA Studies to inform sustainability
  assessment

Coordinate planning with a Class EA Study
What is Environmental Assessment?
Environmental assessment is a decision-making
process used to promote good environmental
planning by assessing the potential effects of certain
activities on the natural and human environment

Ministry of the Environment, 2011
EA Act Context
•   Purpose of the EA Act
•   What is an undertaking?
•   Who is subject? Not subject?
•   Who is the proponent?
•   What is environment?
•   Types of EA
Purpose of EA Act
“… the betterment of the people of the whole or
any part of Ontario by providing for the protection,
conservation and wise management in Ontario of
the environment.”

Part I, Section 2, EA Act
Undertakings are Subject
An undertaking is an enterprise or activity or a
proposal, plan or program in respect of an
enterprise or activity by the province, a public body
or a municipality.


Section 1(1), EA Act
Not Subject to the Act…
a major commercial or business enterprise or
activity or a proposal, plan or program or activity of
a person or persons other than the province, a
public body or a municipality


Section 1(1), EA Act
Who is the proponent?
Proponent is a person who carries out or proposes
to carry out an undertaking, or is the owner or
person having charge, management or control of an
undertaking.


Section 1(1), EA Act
Environment
 ‘Air, land or water
 Plant and animal life, human life
 Social, economic and cultural conditions
 Any building, structure, machine or other device
 Any solid, liquid, gas, odour, heat, sound, vibration
 or radiation
 Any part or combination and the interrelationship
 between any two or more’

Section 1(1), EA Act
Purpose


Proponent             Undertaking


        Environment
Assumptions about sustainability assessment

Understanding EA in Ontario




Coordinate planning with a Class EA Study
Addressing EA Act
 Exemption      •Public housing
    from
     the        •Firehalls
   EA Act


  Individual    •New Major Highways
Environmental
 Assessment


Environmental    •Hydroelectric lines
  Screening
 Regulations     •Transit
Addressing EA Act
 Exemption
    from        Class EA Study     1.
     the
   EA Act
                    Master Plan 2.

  Individual                               3.
Environmental   Planning Act application
 Assessment
                     Integrated     4.
Environmental        Approach
  Screening          Section A.2.9.
 Regulations
5 EA Planning Principles
• Consultation with affected parties early in and throughout
  the process

• Consideration of a reasonable range of alternatives, both
  “alternatives to” and the “alternative methods” including
  the “Do nothing” alternative

• Identification and consideration of the effects of each
  alternative on natural, social cultural, technical and economic

• Systematic evaluation of alternatives’ advantages and
  disadvantages, to determine their net environmental effects

• Provision of clear and complete documentation of the
  planning process to allow “traceability” of decision-making
Class EA Planning Process
                        Identify
    Notice of           Problem
 Commencement        or opportunity


                    Review alternatives
                                           Evaluation Criteria

                         Statutory
                          Public
  Meeting Notices         meeting
                                                Detailed
                     Detailed Review          alternatives

                         Statutory
                          Public
                          meeting
  Draft & final
    reports
                      Documentation &         Implementation
                    Notice of Completion        Monitoring
Municipal Class EA Schedules

Schedule A and A+ – Pre approved
 - no Class EA studies

    Schedule B – Project screening
    - Must complete Phases 1 and 2

       Schedule C – Full planning process
       - Must complete phases 1 to 4
What you don’t want your EA
planning process to look like..
1. Brainstorm a list of ways to influence the
   EA study in order to promote your
   sustainability goal
2. Develop a way to rank these ways to
   promote your goal in this EA study. For
   example some ranking criteria may
   include: cost, time, value-added or
   available knowledge.
3. Share with the workshop your top 2-3
   ways to promote your goal
Review of Class EA Planning Process
                        Identify
    Notice of           Problem
 Commencement        or opportunity


                    Review alternatives
                                           Evaluation Criteria

                         Statutory
                          Public
  Meeting Notices         meeting
                                                Detailed
                     Detailed Review          alternatives

                         Statutory
                          Public
                          meeting
   Draft & final
     reports
                      Documentation &        Implementation
                    Notice of Completion       Monitoring
Assumptions about sustainability assessment

Understanding EA in Ontario

Using EA Studies to inform sustainability
  assessment
Integrated Approach
• Approved process to meet all Class EA
  requirements; introduced in the 2000 MEA Class
  EA for Municipal Projects
• Substituted the Planning Act approval process for
  the Class EA process where all conditions in
  Section A.2.9. of Class EA were met
• Revised in 2011 amendment by Minister of the
  Environment
Disintegrated Approach
 Amendments to the Municipal Class EA:
 • Removed status as pre-approved Schedule A
 • Removed streamlining (e.g., OMB approval no
   longer replaces Part II Order)
 • Added Notice of Study Completion requirement
 • Allowed projects off development site to use
 • Projects subject to Planning Act review not 10
   year Class EA lapsing
Class EA Activities       Planning
                                              Coordination
                           Activities


Infrastructure         • Official plans    Combine:
projects               • Official plan     • Activities
• stormwater             amendments        • Single Notices
  management           • Secondary plans   • Meetings
• Roads                • Community         • Studies
• Water                  improvement
• Wastewater             plans
                       • Subdivisions
                       • Condominiums
Class EA Activities               Planning Activities        Coordination

         PHASE 1
   Problem Statement
For infrastructure projects          Planning Studies           OPTIONAL
                                        prepared         Notice of Commencement


           PHASE 2
Identify & evaluate alternative
infrastructure solutionsIdentify    Planning Studies          Public Meeting #1
      preferred solutions               refined          on Planning & infrastructure
                                                             alternative solutions



           PHASE 3
Identify & evaluate Alternative                              Public Meeting #2
                                    Planning Studies
Design Concepts for Preferred                             on Planning &alternative
                                        refined
           Solutions                                          design concepts



         PHASE 4
       Infrastructure
       Projects Study                   Planning           Document feedback from
    Document solutions                 documents           the public and agencies
     recommended for                    prepared
    public and agency
            input
     released to public
Class EA Activities             Planning Activities                   Consultation

                                                                 Notice of Public Meeting And
 Review of Available Studies                                      Notice of Study Completion
      for 30 day period                                               (Sample provided)


      Objection, if any           Statutory Public Meeting
      To Minister of the               (Planning Act)
        Environment


 Minister of the Environment
   considers Part II Order         Appeals to OMB, if any




                                 Decision on Planning Proposal
   Decision on Part II Order               & Projects
By Minister of the Environment    by Planning Authority or by
                                             OMB
Revised Section A.2.9.
“Under the Planning Act, decision(s) may be
appealed to the Ontario Municipal Board (OMB). ...If
a project has been appealed to the OMB, the
requirements of the integrated approach have not
been met until the OMB renders a decision allowing
the project to proceed. ... a Part II Order request
may also be made to the Minister of the environment
or delegate. However, the purpose of the
integration provisions is to coordinate requirements
... When reviewing a request, the Minister of the
Environment ... will consider the purpose and intent
of the integration provisions.”
Coordinate a Planning Act application with a Class EA
project

Two exercises – two scenarios each table
• examine advantages and disadvantages of a
  coordinated approach
• What would you recommend?
Janet Amos, MCIP, RPP
Amos Environment + Planning
1236 Butter and Egg Road,
Bracebridge ON P1L 1X4
705-764-0580
amos@primus.ca

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Amos OPPI Workshop October 12 2011 Final

  • 1. Janet Amos, Amos Environment + Planning amos@primus.ca OPPI 2011 “Tackling the Biggest Challenges to Planning and the Profession” October 12, 2011
  • 2. Workshop Contact: Janet Amos, MCIP, RPP Amos Environment + Planning 1236 Butter and Egg Road, Bracebridge ON P1L 1X4 705-764-0580 amos@primus.ca
  • 3. Our Conference… Looking back and looking forward • 2011 Conference is a chance to re-examine assumptions, take stock and build awareness about our profession and its relevance to the world around us • OPPI cannot rest on our past accomplishments
  • 4. Looking back • Until August 2011 the Municipal Class EA offered opportunity to combine and integrate land use planning and Class EA approvals into one process • Then, integrated approach in the Class EA was re-written
  • 5. Looking forward Let’s focus on what we can do… • We can influence the infrastructure constructed as a result of the Class EA process • We can contribute skillfully to the Class EA process by using our knowledge of planning goals and sustainability • We can combine the land use planning and Class EA requirements via increased coordination
  • 6. Janet Amos, Amos Environment + Planning amos@primus.ca OPPI 2011 “Tackling the Biggest Challenges to Planning and the Profession” October 12, 2011
  • 7. Assumptions about sustainability assessment Understanding EA in Ontario Using EA Studies to inform sustainability assessment Coordinate planning with a Class EA Study
  • 8. Understanding EA in Ontario Using EA Studies to inform sustainability assessment Coordinate planning with a Class EA Study
  • 9. Assumptions • Greater emphasis on sustainability will lead to better planning and more effective use of resources – environmental and social • Planning for sustainability is preferable to ignoring it • EA is planning process • Therefore, more emphasis on sustainability in EA will lead to better planning
  • 10. What is sustainability assessment? Sustainability Assessment = a process that directs decision-making towards sustainability
  • 11. Two operational sustainability concepts • They represent two sides of the sustainability coin— the physical and the monetary one (Bartelmus 2004): – Economic sustainability refers to the established requisite for economic growth, capital maintenance, and extends the (produced) capital concept to include non-produced natural capital. – Ecological sustainability considers material flows from the environment, through the economy and back to the environment (as waste) as pressures on the carrying capacities of natural systems, and aims to reduce this pressure to tolerable levels by de-materializing the economy.
  • 12. Two operational sustainability concepts Source: • Indicators of Sustainable Development: Proposals for a Way Forward, Discussion Paper Prepared under a Consulting Agreement on behalf of the UN Division for Sustainable Development By László Pintér, Peter Hardi and Peter Bartelmus • United Nations Division for Sustainable Development,Expert Group Meeting on Indicators of Sustainable Development New York, 13-15 December 2005
  • 13.
  • 14. How do we assess sustainability? • Ask what decision would be most sustainable? • Establish sustainability criteria or objectives • Determine a range of sustainable options • A sustainability assessment hierarchy? • Are there measurable targets? • Scrutinize alternatives for their ability to be most sustainable • Are some impacts more sustainable? Longer lasting? Reversible? • Identify the outcome or decision that would be most sustainable
  • 15. Sustainability Policies • Direct the development of new housing towards locations where appropriate levels of infrastructure and public service facilities are or will be available to support current and projected needs • Promote the use of public transit and other alternative transportation modes in and between residential, employment (including commercial, industrial and institutional uses) and other areas where these exist or are to be developed Provincial Policy Statement, 2005
  • 16. Municipal Response • Compare goals of proponent with Municipality’s goals – Are they aligned? – Are they contradictory? – Does this add complexity? Make it simpler? – What is the context in our municipality for this proponent? – What is the context in our municipality for this project? • How might we conduct this comparison?
  • 17. Ways to use EA to Assess Sustainability • Scoping of alternatives • Develop range of alternatives • Develop evaluation criteria • Transparent decision-making • Public and agency consultation • Develop mitigation measures early in study • Use adaptive management techniques • Coordinated approach with Planning Act
  • 18. Assumptions about sustainability assessment Using EA Studies to inform sustainability assessment Coordinate planning with a Class EA Study
  • 19. What is Environmental Assessment? Environmental assessment is a decision-making process used to promote good environmental planning by assessing the potential effects of certain activities on the natural and human environment Ministry of the Environment, 2011
  • 20. EA Act Context • Purpose of the EA Act • What is an undertaking? • Who is subject? Not subject? • Who is the proponent? • What is environment? • Types of EA
  • 21. Purpose of EA Act “… the betterment of the people of the whole or any part of Ontario by providing for the protection, conservation and wise management in Ontario of the environment.” Part I, Section 2, EA Act
  • 22. Undertakings are Subject An undertaking is an enterprise or activity or a proposal, plan or program in respect of an enterprise or activity by the province, a public body or a municipality. Section 1(1), EA Act
  • 23. Not Subject to the Act… a major commercial or business enterprise or activity or a proposal, plan or program or activity of a person or persons other than the province, a public body or a municipality Section 1(1), EA Act
  • 24. Who is the proponent? Proponent is a person who carries out or proposes to carry out an undertaking, or is the owner or person having charge, management or control of an undertaking. Section 1(1), EA Act
  • 25. Environment ‘Air, land or water Plant and animal life, human life Social, economic and cultural conditions Any building, structure, machine or other device Any solid, liquid, gas, odour, heat, sound, vibration or radiation Any part or combination and the interrelationship between any two or more’ Section 1(1), EA Act
  • 26. Purpose Proponent Undertaking Environment
  • 27. Assumptions about sustainability assessment Understanding EA in Ontario Coordinate planning with a Class EA Study
  • 28. Addressing EA Act Exemption •Public housing from the •Firehalls EA Act Individual •New Major Highways Environmental Assessment Environmental •Hydroelectric lines Screening Regulations •Transit
  • 29. Addressing EA Act Exemption from Class EA Study 1. the EA Act Master Plan 2. Individual 3. Environmental Planning Act application Assessment Integrated 4. Environmental Approach Screening Section A.2.9. Regulations
  • 30. 5 EA Planning Principles • Consultation with affected parties early in and throughout the process • Consideration of a reasonable range of alternatives, both “alternatives to” and the “alternative methods” including the “Do nothing” alternative • Identification and consideration of the effects of each alternative on natural, social cultural, technical and economic • Systematic evaluation of alternatives’ advantages and disadvantages, to determine their net environmental effects • Provision of clear and complete documentation of the planning process to allow “traceability” of decision-making
  • 31. Class EA Planning Process Identify Notice of Problem Commencement or opportunity Review alternatives Evaluation Criteria Statutory Public Meeting Notices meeting Detailed Detailed Review alternatives Statutory Public meeting Draft & final reports Documentation & Implementation Notice of Completion Monitoring
  • 32. Municipal Class EA Schedules Schedule A and A+ – Pre approved - no Class EA studies Schedule B – Project screening - Must complete Phases 1 and 2 Schedule C – Full planning process - Must complete phases 1 to 4
  • 33. What you don’t want your EA planning process to look like..
  • 34. 1. Brainstorm a list of ways to influence the EA study in order to promote your sustainability goal 2. Develop a way to rank these ways to promote your goal in this EA study. For example some ranking criteria may include: cost, time, value-added or available knowledge. 3. Share with the workshop your top 2-3 ways to promote your goal
  • 35. Review of Class EA Planning Process Identify Notice of Problem Commencement or opportunity Review alternatives Evaluation Criteria Statutory Public Meeting Notices meeting Detailed Detailed Review alternatives Statutory Public meeting Draft & final reports Documentation & Implementation Notice of Completion Monitoring
  • 36.
  • 37. Assumptions about sustainability assessment Understanding EA in Ontario Using EA Studies to inform sustainability assessment
  • 38. Integrated Approach • Approved process to meet all Class EA requirements; introduced in the 2000 MEA Class EA for Municipal Projects • Substituted the Planning Act approval process for the Class EA process where all conditions in Section A.2.9. of Class EA were met • Revised in 2011 amendment by Minister of the Environment
  • 39. Disintegrated Approach Amendments to the Municipal Class EA: • Removed status as pre-approved Schedule A • Removed streamlining (e.g., OMB approval no longer replaces Part II Order) • Added Notice of Study Completion requirement • Allowed projects off development site to use • Projects subject to Planning Act review not 10 year Class EA lapsing
  • 40. Class EA Activities Planning Coordination Activities Infrastructure • Official plans Combine: projects • Official plan • Activities • stormwater amendments • Single Notices management • Secondary plans • Meetings • Roads • Community • Studies • Water improvement • Wastewater plans • Subdivisions • Condominiums
  • 41. Class EA Activities Planning Activities Coordination PHASE 1 Problem Statement For infrastructure projects Planning Studies OPTIONAL prepared Notice of Commencement PHASE 2 Identify & evaluate alternative infrastructure solutionsIdentify Planning Studies Public Meeting #1 preferred solutions refined on Planning & infrastructure alternative solutions PHASE 3 Identify & evaluate Alternative Public Meeting #2 Planning Studies Design Concepts for Preferred on Planning &alternative refined Solutions design concepts PHASE 4 Infrastructure Projects Study Planning Document feedback from Document solutions documents the public and agencies recommended for prepared public and agency input released to public
  • 42. Class EA Activities Planning Activities Consultation Notice of Public Meeting And Review of Available Studies Notice of Study Completion for 30 day period (Sample provided) Objection, if any Statutory Public Meeting To Minister of the (Planning Act) Environment Minister of the Environment considers Part II Order Appeals to OMB, if any Decision on Planning Proposal Decision on Part II Order & Projects By Minister of the Environment by Planning Authority or by OMB
  • 43. Revised Section A.2.9. “Under the Planning Act, decision(s) may be appealed to the Ontario Municipal Board (OMB). ...If a project has been appealed to the OMB, the requirements of the integrated approach have not been met until the OMB renders a decision allowing the project to proceed. ... a Part II Order request may also be made to the Minister of the environment or delegate. However, the purpose of the integration provisions is to coordinate requirements ... When reviewing a request, the Minister of the Environment ... will consider the purpose and intent of the integration provisions.”
  • 44. Coordinate a Planning Act application with a Class EA project Two exercises – two scenarios each table • examine advantages and disadvantages of a coordinated approach • What would you recommend?
  • 45. Janet Amos, MCIP, RPP Amos Environment + Planning 1236 Butter and Egg Road, Bracebridge ON P1L 1X4 705-764-0580 amos@primus.ca