Hard Services Development Charges (DCs) Portal. User Guide

Size: px

Start display at page:

Download "Hard Services Development Charges (DCs) Portal. User Guide"

Claribel Gilmore
5 years ago
Views:

1 Hard Services Development Charges (DCs) Portal User Guide

2 Introduction The Region of Peel s new policy to collect Hard Service (HS) DCs directly for residential developments except apartments came into force on February 1, The new policy requires the payment of HS DCs before the subdivision agreement is executed. This portal allows the developer to enter an order (subdivision information, unit type, number of units, lot numbers, etc.) relating to the subdivision and submit for verification by the Region. On verification and approval by the Region, a form with the payment details can be downloaded by the developer for submission along with the required cheque/draft payment. A subdivision agreement will not be executed by the Region until this process is complete. Following is an instruction guide to brief you on how to navigate through the portal.

3 Login Page This page allows you to login or create a new profile. Option 1: If existing user, enter your Username and password Option 2: If new user, click on Sign Up link to create new profile

4 Create a new profile This page allows you to enter and save the details of your new profile. Enter details based on the fields presented o Note 1: Mandatory fields highlighted in red (e.g. your company name, address and address). o Note 2: Communication and access will be facilitated via the address provided. It is recommended that a generic company address accessible by authorized users is used in creating your profile. Submit profile upon which you will receive a welcome .

5 Welcome This welcome provides a link to start creating the order associated with the proposed subdivision agreement. Subject: Welcome to Hard Services Development Charges Portal Hi <First Name>, Welcome to Hard Services Development Charges Portal! To get started, go to You may keep this to remember your username. Username: my @mycompany.com Thank you, The Regional Municipality of Peel

6 Company Page This page lists all companies (legal entities) under which an order (application for HS DC payment) may be completed. Do any of the companies listed relate to the subdivision agreement you intend to execute? o If yes, click on the company name to create an order o If no, click the New Company button

7 Create a New Company This page allows you to enter and save information relating to a new company (legal entity). Enter details based on the fields presented o Note 1: Mandatory fields highlighted by red markers (e.g. your company name and address). Once you have entered your information click Save button. If you wish to create an additional company, click Save & New button. To go back to previous screen without saving press Cancel button.

8 Create New Order On this page you will find details of the company (legal entity) as well as prior orders related to the company. Click New Order button to start creating a new order. The order will contain the details necessary to calculate the DC s payable before the subdivision agreement is executed.

9 Entering Subdivision Details This page provides fields to enter and save the subdivision details. Enter details based on the fields presented o Note: Mandatory fields are highlighted with red markers o Note: the expected payment date is the date that you intend to submit the payment to the Region Note: Payment and execution of the subdivision agreement must occur within the current DC rate period

10 Enter Order Details This page allows you to select the product (unit type, quantity and corresponding lot numbers) related to the subdivision. Select the product (unit type, quantity and corresponding lot numbers) related to the subdivision o Note: if Regional water or wastewater is not available for this subdivision, proceed with completing the order and contact the Region to amend the pricing. Once you have entered the details, click the Save button.

11 Review and Submit Order This page allows you to review and amend order if necessary before submitting. Verify type of units, lot numbers and number of units o Note: Total price of units entered will be automatically calculated based on applicable DC rates. If information is correct, click Submit for verification by the Region. A confirmation will be sent to you upon submission.

12 Submitted Order This page provides options to recall a previously submitted order. After submission, you will have the option of recalling your order prior to approval by the Region, if necessary. A recalled order will not be reviewed by the Region unless you resubmit. The Region may return the order to you for amendment and resubmission. If returned, you will receive an with Regional comments.

13 Notification of Price Changes This page shows the details of an you will receive if your order price/payment has been amended with updated prices. Subject: Hard Services Development Charges has been CHANGED Order# {First Name}, Your order for Hard Services have been modifed Region of Peel. - Draft T-Plan Number: {Draft_T_Plan c} - Order Number: {OrderNumber} - Payment Due: {Outstanding Amount} - Valid Until: {Pricebook End Date} - Link to Order: Please review the changes by clicking this link and logging on to the portal using the same Username and Password used to create the Order Thank you The Regional Municipality of Peel

14 Notification of Amendments This page shows the details of an you will receive if your order has been amended for reasons other than amended prices. Subject: Hard Services Development Charges Approved for Payment Order# {First Name}, Your order for Hard Services have been reviewed and requires you to review and make amendments. - Draft T-Plan Number: {Draft_T_Plan c} - Order Number: {OrderNumber} - Payment Due: {Outstanding Amount} - Valid Until: {Pricebook End Date} - Link to Order: Please address the following Issues: {Reasons or Actions required} Please review, make changes and resubmit by clicking this link and logging on to the portal using the same Username and Password used to create the Order Thank you The Regional Municipality of Peel

15 Notification of Approval for Submission This page shows the details of an you will receive if your order has been approved for submission. Subject: Hard Services Development Charges Approved for Payment Order# {First Name}, Your order for Hard Services have been reviewed and approved by Region of Peel. - Draft T-Plan Number: {Draft_T_Plan c} - Order Number: {OrderNumber} - Payment Due: {Outstanding Amount} - Valid Until: {Pricebook End Date} - Link to Order: Please now print your PDF by clicking this link and logging on to the portal using the same Username and Password used to create the Order Thank you The Regional Municipality of Peel

16 Approved Order This page shows the details of your order that has been approved for submission with certified cheque/bank draft payment to the Region. Once the Region has verified the order as being correct you will receive an notification that the order is approved for submission. The will contain a link to download a PDF version of your order. o NOTE: to access PDF link you will use the same user name and password used to create the order.

Print Payment Form This page provides an illustration of the form that you will print and submit with the required cheque/draft payment to the Region.

17 Print Payment Form This page provides an illustration of the form that you will print and submit with the required cheque/draft payment to the Region. Print and have duly signed two copies of the approved PDF Payment form Submit along with the certified cheque/draft or bank draft in an amount corresponding to the total on the approved PDF form These completed forms and payment must be received by the Region before a subdivision agreement will be executed.

18 Paid Order This page shows the paid status of your paid order. For any questions relating to the portal please contact Savitri Samaroo Phone: Ext

Hard Service Development Charges (DC) Portal. User Guide Update: March 2019

Hard Service Development Charges (DC) Portal User Guide Update: March 2019 1 The Region of Peel s new policy to collect Hard Service (HS) DCs directly for residential developments except apartments came