36th Annual National Workshop

Transcription

1 Canadian Property Tax Association, Inc. Association canadienne de taxe foncière, Inc. 36th Annual National Workshop Property Taxes & Municipal Restructuring What You Should Know The Québec Hilton Québec City, Québec September 29 to October 2, 2002

2 36 th Annual National Workshop Property Taxes & Municipal Restructuring What You Should Know 2002 Workshop Committee Chair: Ken Marsh, TransCanada PipeLines Ltd. Members: Jeff Cowan, WeirFoulds LLP Gilles Fafard, de Grandpré, Chait Viviane Marcotte, CPTA Jim Minett, CJLM Consultants Brent Muir, Pouliot Mercure Ike Zacharopoulos, Canadian Pacific Railway Ex-Officio Member: David Fleet, Poole Milligan LLP 2

3 Saturday, September 28 4:30 pm - 6:00 pm Registration Desk Open Villeray Room Sunday, September 29 7:30 am - 5:30 pm Golf Tournament Mont Tourbillon, Lac Beauport Tee-off times will commence promptly at 7:30 am. Tee off begins from holes 1 & 10. Awards & Prizes in the Clubhouse immediately following the golf. 5:00 pm - 6:00 pm Registration Desk Open Villeray Room 6:30 pm - 8:00 pm President s Reception & Buffet Panorama (Host Bar) Monday, September 30 8:00 am - 10:00 am Registration Desk Open 8:00 am Refreshments & Light Breakfast Sponsored by Derbyshire Viceroy Consultants Limited 8:30 am - 9:00 am Opening Ceremonies Portes Kent/Saint Louis Opening Remarks Mr. Ken Marsh, CPTA Executive V.P. and Workshop Chair Introduction of CPTA Executive & Board of Directors Welcome from CPTA President Mr. David Fleet Welcome from IPT President Mr. Tom Kuder Welcome from Québec City Assistant Mayor M. Jacques Joli-Coeur 9:00 am - 10:00 am Keynote Speaker: Mr. Peter Trent, Portes Kent/Saint Louis Former Mayor of the Former City of Westmount, Québec Topic: Municipal Mergers The Other Truth As the former Mayor of Westmount, (now the borough of Westmount) Québec, Mr. Trent was a strong opponent to the formation of a mega-city. Come hear why he opposed merging municipalities and the impact it had on the ratepayers and citizens alike. 3

4 10:00 am Refreshment Break Sponsored by Enbridge Gas Distribution Inc. 10:15 am - 12:00 Topic: Municipal Restructuring Portes Kent/Saint Louis It s Not Just a Question of Size Speakers: Ms. Enid Slack, Enid Slack Consulting Inc. Mr. Harry Kitchen, Professor of Economics, Trent University Municipal Restructuring changes more than the size of the new municipality and you should know what effect this may have on your property. Our two distinguished speakers extensive expertise in this area will provide us with an insight why municipalities seek to change existing regional boundaries and what effect mergers may have on the municipal property tax base and more importantly on you, the ratepayer. 12:00 Noon Cash Bar 2nd Floor Foyer 12:00 pm - 1:00 pm Lunch Beauport-Beaumont-Bélair Speaker: C. T. (Manny) Jules, Chairman, Indian Taxation Advisory Board Topic: First Nations Fiscal and Statistical Institutions Initiative 1:00 pm - 2:00 pm Registration Desk Open 1:00 pm - 2:15 pm Topic: The Pitfalls of Municipal Portes Kent/Saint Louis Restructuring from a Legal Perspective Speaker: Mr. Bradford Nixon, Poole Milligan LLP Mr. Nixon has been extensively involved in municipal merger issues and the effect they have on the ratepayer. Find out what can go wrong, including a case study on the tax impact such a change could have on you. 2:15 pm Refreshment Break Sponsored by Shell Canada Ltd. 2:30 pm - 4:30 pm Topic: Cross Canada Assessment Portes Kent/Saint Louis Panel Speakers: British Columbia Mr. Doug Rundell, CEO & Assessment Commissioner, BC Assessment Authority 4

5 Alberta Mr. Steve White, Executive Director, Assessment Services Branch, Department of Municipal Affairs Ontario Mr. Larry Hummell, VP, Property Values, MPAC Québec M. Jules Mercier, Assistant Director, Assessment Services, City of Montréal Our Panel of Assessment Representatives will provide us with a current major assessment issue impacting their jurisdiction, and an update on what changes lie ahead in their province. Monday Evening, September 30 6:00 pm The Sugar Shack an authentic Québecois Sugaring-Off Party (dress casual) Buses will pick you up at the main entrance of The Hilton. Discover a Québec tradition at its best by joining in a hearty French Canadian feast at L En-Tailleur, a family run maple sugar farm situated on L île d Orléans, 25 minutes away from down town. Reminiscent of the lumberjacks way of life in the late 1800 s, L En-Tailleur will welcome you with its authentic decor and atmosphere as folk musicians set the mood. Return trips will be at approximately 9:30. Co-sponsored by the Québec and Ontario Chapters Tuesday, October 1 8:00 am - 10:00 am Registration Desk Open 8:00 am Refreshments & Light Breakfast Co-sponsored by Shell Canada Ltd. and CPTA 8:45 am - 10:15 am Topic: Assessment Restructuring Portes Kent/Saint Louis Centralization vs. Decentralization Speakers: Ms. Francine Godin, Chief Assessor, City of Montréal Mr. Carl Isenburg, VP, Customer Relations, MPAC How does municipal boundary restructuring affect assessment 5

6 valuation? We will learn why some provinces and municipalities are maintaining regional offices and others are moving towards a centralized assessment function. 10:15 am Refreshment Break Sponsored by BC Gas Utility Ltd. 10:30 am - 12:00 Topic: Case Study: Comparison of Portes Kent/Saint Louis Valuation Procedures for Major Industrial Properties in Canada and the USA Speakers: M. Jean Guy Gélinas, Québec Department of Municipal Affairs Mr. Tom Kuder, CMI, Reliant Energy Inc. M. Gélinas will lead us through a study he has completed on the valuation of major industrial properties across Canada outlining the valuation concepts used in each province. Mr. Kuder will provide us with a case study on the assessment of major industrial properties in various states across the US outlining the differences or similarities of assessment valuation practice with Canada. 12:00 Noon Cash Bar 2nd Floor Foyer 12:00 pm - 1:00 pm Lunch Beauport-Beaumont-Bélair Co-sponsored by WeirFoulds LLP and CPTA 1:00 pm - 2:15 pm Topic: Assessment Information Portes Kent/Saint Louis Systems in Ontario and B.C. Speakers: Ms. Connie Fair, Executive Director, Corporate Services, BC Assessment Mr. Stephen Pollock, Corporate Sales Manager, Business Development, MPAC Information systems are changing, to allow the property owners on-line access to their property assessment and details. Our speakers will provide us with an update on the latest technological changes in their province. 2:15 pm Refreshment Break Sponsored by the Institute of Municipal Assessors 2:30 pm - 4:30 pm CPTA Annual General Meeting, Courville/Montmorency Election of Officers 6

7 The AGM will include updates on Chapter activities across Canada, the undertakings of the Board of Directors and the Executive, the operation of the National Office, and other topical issues. Officers for the 2002/2003 term will be elected. Tuesday Evening, October 1 6:30 pm Cash Bar Reception 7:30 pm Gala Dinner & Entertainment Panorama Wednesday, October 2 8:30 am Refreshments & Light Breakfast Sponsored by CPTA 9:00 am - 12:00 Topic: Cross Canada Law Panel Porte Saint Louis Speakers: British Columbia Mr. John Lakes, Barrister & Solicitor, Vancouver Alberta/Saskatchewan Mr. Gil Ludwig, Wilson Laycraft, Calgary Manitoba Mr. Michael Mercury, Aikins, MacAulay & Thorvaldson, Winnipeg Ontario Ms. Yvonne Hamlin, Goodman and Carr LLP, Toronto Québec Mr. Gilles Fafard, degrandpré Chait, Montréal Moderator Mr. Brent Muir, Pouliot Mercure, Montréal Our legal experts will present and discuss an important legal case that has affected assessment in the last year in their respective Provinces. They will provide in more detail some of the major cases that could impact on all assessment jurisdictions across the country. 10:15-10:30 am Refreshment Break Sponsored by the Institute of Municipal Assessors 12:00 Noon Soup & Sandwich Buffet Panorama Co-sponsored by Agrium Inc., Vieux-Port/ Citadelle Canadian National Railway Properties Inc., Enbridge Pipelines Inc. and CPTA 7

8 Saturday, September 28 4:30 pm - 6:00 pm Registration Desk Open Villeray Room Sunday, September 29 7:30 am - 5:30 pm Golf Tournament Mont Tourbillon, Lac Beauport Tee-off times will commence promptly at 7:30 am. Tee off begins from holes 1 & 10. Awards & Prizes in the Clubhouse immediately following the golf. 5:00 pm - 6:00 pm Registration Desk Open Villeray Room 6:30 pm - 8:00 pm President s Reception & Buffet Panorama (Host Bar) Monday, September 30 8:00 am - 10:00 am Registration Desk Open 8:00 am Refreshments & Light Breakfast Panorama Vieux-Port 9:00 am - 3:00 pm Tour of the Canyon of the Sainte- Anne s Falls and Beaupré Coast Buses will pick you up at the main entrance of The Hilton. You will visit the Sainte-Anne de Beaupré Basilica, admired for its vast proportions, superb stained-glass windows and numerous artistic treasures. The Neoroman basilica is the destination for pilgrims because of the many miracles that have taken place there. Only 40 minutes away from Québec City, discover a rugged canyon with a 243' high waterfall, giant potholes and century-old white pines in a private park still preserved in its natural state. Explore the site on three unique bridges, particularly the spectacular McNicoll Bridge, suspended 180' above the canyon floor. The next stop on the program is lunch at the L Aventure pub overlooking 8

9 Mont Sainte-Anne ski resort. Mont Sainte-Anne, a towering mountain overlooking the St. Lawrence River, is a mecca for skiers during the winter and a wonderful summer playground for the adventurous. Heading back to Québec City, you will travel on the well-known Chemin Royal historic road built under the French Regime. Traditionally roofed houses and numerous root cellars dot each side of the road along the Beaupré coast. You will hear about the evolution of French architecture in North America and much more. At the Albert Gilles Copper Art Museum, you will follow the Gilles Family through the captivating world of copper art and be seduced by the art of repoussé, as interpreted by the craftsman Albert Gilles whose talent has served prestigious people like Pope Pius XII and Walt Disney. 1:00 pm - 2:00 pm Registration Desk Open Monday Evening, September 30 6:00 pm The Sugar Shack - an authentic Québecois Sugaring-Off Party (dress casual) Buses will pick you up at the main entrance of The Hilton. Discover a Québec tradition at its best by joining in a hearty French Canadian feast at L En-Tailleur, a family run maple sugar farm situated on L île d Orléans, 25 minutes away from down town. Built in the late 1800s, L En-Tailleur will welcome you with its authentic decor and atmosphere as folk musicians set the mood. Return trips will be at approximately 9:30. Co-sponsored by the Québec and Ontario Chapters Tuesday, October 1 8:00 am - 10:00 am Registration Desk Open A free day to spend at your own leisure 9

10 Tuesday Evening, October 1 6:30 pm Cash Bar Reception 7:30 pm Gala Dinner & Entertainment Panorama Wednesday, October 2 12:00 pm Soup & Sandwich Buffet Panorama Vieux-Port/Citadelle Workshop Registration Fees *All fees are inclusive of GST Total Fees* Early Bird Delegate Fee: (before July 31)... $ Includes complete Workshop Program Regular Delegate Fee: (after July 31)... $ Includes complete Workshop Program Non-member Fee:... $ Includes complete Workshop Program Single Day Fee Member:... $ Includes Workshop Program the day you register for Single Day Fee Non-Member:... $ Includes Workshop Program the day you register for Partner Fee:... $ Includes complete Partner Program Extra Ticket Purchases: Extra tickets for any of the events may be purchased separately if you wish to include someone who is not registered for either the complete Partner Program or the complete Workshop Program. Sunday President s Reception:... $ Monday Partners Tour:... $ Monday Night Event:... $ Tuesday Dinner/Entertainment:... $ Sunday Golf Tournament:... $ The golf tournament is an optional part of the program and is not included in any of the above Workshop Registration fees. Golf fees are per person and pre-registration is required. The fee of $95.00 includes green fees, prizes and one golf cart per two players. 10 Business Number:

11 The CPTA sincerely thanks the following organizations that have given their generous support towards the success of our 36th Annual Workshop and Golf Tournament Agrium Inc. Aikens, MacAulay & Thorvaldson Altus Group BC Assessment BC Gas Utility Ltd. Canadian National Railway Properties Inc. Canadian Pacific Railway Co. De Grandpré Chait Derbyshire Viceroy Consultants Limited DuCharme, McMillen Canada Duke Energy Gas Transmission Canada Enbridge Gas Distribution Inc. Enbridge Pipelines Inc. The Great Atlantic & Pacific Company of Canada, Limited Institute of Municipal Assessors KPMG LLP Poole Milligan LLP Public Works and Government Services Canada / PILT Shell Canada Ltd. TransCanada PipeLines Limited WeirFoulds LLP Wilson Laycraft 11

12 Photo front & back covers: Luc-Antoine Couturier Suite 225, 6 Lansing Square Toronto, Ontario M2J 1T5 Tel: Fax: cpta@on.aibn.com