Case Studies – Canadian

Toronto ON:  Draft Inclusionary Zoning Proposals

The City’s draft inclusionary zoning (IZ) proposals are set out in a report entitled “Inclusionary Zoning Draft Official Plan Amendment and Zoning By-Law Amendment” dated 4 September 2020. After public and stakeholder consultations, the final recommended policies are expected to be released in the first half of 2021.

When adopted, these proposals will introduce inclusionary housing requirements in certain limited areas – namely, around major transit nodes located in growth areas of the City. (See Summary of Proposals.)

Montréal QB:  By-law for a diverse metropolis

The City introduced its new affordable housing policy through  by-law for a diverse metropolis that was adopted on 26 January 2021, and will come into force on 1 April 2021.  (See Summary of By-Law.)

The new policy will require all new residential developments of 5 more units to support the provision of social, affordable and family housing through financial contributions, discounted land and/or constructed units.  This policy will replace, but build upon,  the  strategy for the inclusion of affordable housing in new residential projects adopted in 2005.  (See Summary of Strategy.)

Three Case Studies of Canadian Inclusionary Practices

Three major Canadian cities – Montreal, Toronto and Vancouver – have enacted inclusionary housing policies.  Although different in some ways, the policies share a number of key features.

This approach falls well short of mandatory inclusionary zoning as practised in the US.  It probably represents more or less the best that can be done within the limited municipal powers and resources currently available within this country.

This post provides an overview that describes and compares those policies, and identifies their key shared features.

It also provides a more detailed  examination of each of these programs:

This material was prepared by Richard Drdla in January 2010 through funding provided by the Wellesley Institute.

Inclusionary Zoning in the Media

Newspaper and Electronic Media

Response to Ontario Draft Regulations

Gord Perks: Inclusionary zoning proposal gets it wrong for Toronto”; Toronto.com, 1 Mar 2018.

Rahul Gupta: “Current System is better than Ontario proposal”; Toronto.com, 23 Feb 2018.

Peter Milczyn: “Ontario housing minister explains inclusionary zoning rationale”; Toronto Star, 30 January 2018.

Star Editorial Board: “Ontario badly botches affordable housing policy”; Toronto Star, 26 Jan 2018.

Mike Layton: “Ontario supports developers over providing affordable housing”; Toronto Star. 25 Jan 2018.

Samantha Beattie: ”Proposal to force building more affordable housing falls short, advocates say”; Toronto Star, 23 Jan 2018.

John Lorinc: “Wynne’s Liberals gut their own affordable housing policy”; Spacing, 17 Jan 2018.

Samantha Beattie: “Province’s affordable housing plan ‘achieves the exact opposite’s, councillors says”; Toronto Star, 16 Jan 2018.

Response to Ontario Legislation

Sophia Reuss: “Ontario Passes Promoting Affordable Housing Act, Introduces IZ”; UrbanToronto, 13 Dec 2016.

Sophia Reuss: “Inclusionary Debate Continues as City Opposes Bill 204″; UrbanToronto, 13 Sep 2016.

Jennifer Pagliaro: “City of Toronto challenges Queen’ Park over affordable housing legislation”; Toronto Star; 18 Aug 2016.

Laurie Monsebraaten: “Province to give cities new affordable housing powers”; Toronto Star, 18 May 2016.

Editorial Board: “A breakthrough on affordable housing”; Toronto Star, 16 Mar 2016.

Allison Jones: “Ontario to introduce legislation that would boost affordable housing units”; Globe & Mail, 14 Mar 2106

Betsy Powell: “City keen to get new affordable housing powers”; Toronto Star, 14 Mar 2016.

Laurie Monsebraaten: “Ontario to green light ‘inclusionary zoning’”; Toronto Star, 13 Mar 2016.

Other

Justin Skinner: “Social Planning Toronto looks at inclusionary zoning”; InsideToronto.com, 26 May 2015.

Editorial Board: ”Affordable housing – an obvious fix”; Toronto Star,17 May 2015.

Mike Layton: “Make developers dedicate space for affordable housing”; Toronto Star, 30 April 2015.

Marco Chown Oved: “Three paths to mixed-income neighbourhoods”; Toronto Star, 11 April 2015.

 

Radio Broadcasts

Richard Drdla fields questions about inclusionary zoning; CBC Metro Morning, 5 May 2015.

Martin Blake, Vice-President of the Daniels Corporation, endorses inclusionary zoning; C BC Metro Morning, 27 Nov 2014.

Peter Milcyzn, Liberal MPP, discusses inclusionary bill that he has introduced; 26 Nov 2014.

Case Studies – American

Chicago IL:  Affordable Requirements Ordinance

This program, adopted in 2007 and revised in 2015, has been designed primarily to secure fees-in-lieu rather than affordable units built on-site in mixed-income developments. The affordable housing obligation it places on the developers also remain less than demanding.   For these reasons, the program should be probably seen as how not to make best use of inclusionary zoning.  Read the Case Study

This case study was  originally prepared in October 2009, and then updated in May 2016, by Richard Drdla.  The original case study was prepared through funding provided by the Wellesley Institute.

New York NY:  Mandatory Inclusionary Housing

The city passed this mandatory inclusionary program in March 2016 after seeing the unsatisfactory results of its voluntary program adopted in 1987.  This program applies to certain designated neighborhoods across the city, and targets developments taking advantage of the pre-established up-zonings available as-of-right in those areas.  Read the Case Study

The case study was prepared by Richard Drdla  in May 2016.

San Francisco CA:  Inclusionary Affordable Housing Program

This program, initially adopted in 1992, was the first inclusionary program in a big and built-out city.  It has been substantially changed and enhanced over the years, generally making it more demanding and productive.  It applies both to developments needing a re-zoning and those proceeding as-of-right, while imposing a higher affordable housing obligation on the later.  It is also notable for offering no explicit density bonuses nor any other cost off-sets.  Read the Case Study

The case study was prepared by Richard Drdla in November 2009 through funding provided by the Wellesley Institute.

Montgomery County MD:  Moderately Priced Housing Program

This program was initially adopted in 1971, making it one of the very first in the country and also one of the very few county ones.  It applies to all as-of-right developments without offering density bonuses, but does provide density bonuses for affordable units provided above the minimum.   Although an important pioneering and productive program, its idiosyncratic approach to many aspects have not been emulated elsewhere.  Read the Case Study

The case study was prepared Richard Drdla in October 2009 through funding provided by the Wellesley Institute.

Davis CA:  Affordable Housing Program

The small city in northern California adopted its first program in 1977, and has subsequently revised and enhanced three times since then. It is broadly representative of the programs in this state.  It is also notable for using the program to secure a wide array of affordable housing for different types and incomes.  Read the Case Study

The case study was prepared in December 2009 by Richard Drdla through funding provided by the Wellesley Institute.

Boston MA:  Inclusionary Development Policy

This mandatory program was established in 2000 by executive order of the, and has been modified on several occasions since then.   It applies only to new developments needing a re-zoning, but because of the city’s out-of-date zoning this in effect affects all new developments. The program itself offers no density increases or any other cost-offsets, but these can be secured through the re-zoning process.  Read the Case Study

The case study was prepared by Richard Drdla in October 2009 through funding provided by the Wellesley Institute.

Burlington:  Inclusionary Zoning Ordinance

This small city in northern Vermont adopted its first inclusionary program in 1990 and modified it once since then.  It has drawn upon and incorporated many of the best practices developed elsewhere, while introducing innovations of its own.  It imposes higher affordable housing obligations on developments serving higher income levels. It also was one of first to control affordability permanently.  Read the Case Study

The case study was prepared by Richard Drdla in October 2009 through funding provided by the Wellesley Institute.

InsideToronto.com (26 May 2015): Social Planning Toronto looks at inclusionary zoning

This article reviews the panel discussion hosted by Social Planning Toronto on 21 May 2015 to discuss the opportunities and challenges presented by inclusionary zoningf or the City of Toronto . It was attended by over 100 people to hear four panelists:  Jennifer Keesmaat (Chief Planner for the City of Toronto), Remo Agostino (Vice-President for the Daniels Corporation), Michael Shapcott (long-time housing and homelessness advocate), and Richard Drdla (affordable housing consultant and inclusionary zoning advocate).

http://www.insidetoronto.com/news-story/5644583-social-planning-toronto-looks-at-inclusionary-zoning/

Inclusionary Zoning: Solutions for Below Market Housing

Thursday, May 21 from 10-12 pm College Street United Church 452 College Street (College at Bathurst)

A forum to discuss the opportunities and challenges presented by an Inclusionary Zoning program for the City of Toronto. It is a proven tool to provide much needed affordable housing.

Moderator: Brian Eng, Board Member, Social Planning Toronto

Speakers:

Jennifer Keesmaat, Chief Planner, City of Toronto
Remo Agostino, Vice President, Development for The Daniels Corporation
Michael Shapcott, long-time housing and homelessness advocate
Richard Drdla, Affordable Housing Consultant and Policy Analyst

All interested people are invited including affordable housing advocates, developers, planners, policy analysts and community builders.

LIMITED SEATING

Please reserve your seat at: http://inclusionaryzoning.eventbrite.ca  This is a free event The venue is wheelchair-accessible Light Refreshments will be served For inquires call Rebecca Phinnemore at: (416) 351-0095 Ext. 216 rphinnemore@socialplanningtoronto.org

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The Toronto Star (11 April 2015): Three paths to mixed-income neighbourhoods

This article sees the need for more mixed-income neighbourhoods to reduce polarization in Toronto, and identifies inclusionary zoning one of the key ways of achieving that.

http://www.thestar.com/news/gta/2015/04/11/three-paths-to-more-mixed-income-neighbourhoods.html

The Toronto Star (24 December 2014): A perfect storm to take action on affordable housing

Mitch Cohen, President of the Daniels Corporation, a prominent Toronto-based private development company, endorses inclusionary zoning, calling it “the most important tool in the affordable housing tool box”.

http://www.thestar.com/opinion/commentary/2014/12/23/a_perfect_storm_for_action_on_affordable_housing.html

CBC Metro Morning (27 November 2014)

Martin Blake, Vice-President of the Daniels Corporation, endorses inclusionary zoning, saying that “this is something that is absolutely necessary to ensure that Toronto is for everybody.”

http://www.cbc.ca/metromorning/episodes/2014/11/27/affordable-housing/

CBC Metro Morning (26 November 2014)

Peter Milcyzn, Liberal MPP, discusses the inclusionary zoning bill that he introduced in the Ontario Legislature on 18 November 2014.

http://www.cbc.ca/metromorning/episodes/2014/11/26/affordable-housing-bill/