Proportionate Share Impact Fees and Development Mitigation

著者名：Nelson, Arthur C./Nicholas, James C./Juergensmeyer, Julian Conrad/Mullen, Clancy

Routledge（2022/11/30発売）

• 言語：ENG
• ISBN：9781032372587
• eISBN：9781000782936

Description

After decades of evolving practice often tested in court, development impact fees have become institutionalized in the American planning and local government finance systems. But, they remain contentious, especially as they continue to evolve. This book is the third in a series of impact fee guidebooks for practitioners, following A Practitioner’s Guide to Development Impact Fees and Impact Fees: Proportionate Share Development Fees.

Proportionate Share Impact Fees and Development Mitigation is the culmination of the authors’ careers devoted to pioneering applications of the dual rational nexus test. That test requires (1) establishing the rational nexus between the need for infrastructure, broadly defined, to mitigate the impacts of development and (2) ensuring that development mitigating its infrastructure impacts benefits proportionately. The book elevates professional practice in two ways. First, it shows how the rational nexus test can be applied to all forms of development infrastructure impact mitigation. Second, it establishes the link between professional ethics and equity as applied to proportionate share impact fees and development mitigation.

The book is divided into four parts, with the first reviewing policy and legal foundations, the second detailing the planning, calculation, and implementation requirements, the third exploring economic, ethical, and equity implications, and the fourth presenting state-of-the-art case studies.

Proportionate Share Impact Fees and Development Mitigation sets new standards for professional practice.

Table of Contents

PART 1: POLICY RATIONALE AND LEGAL FOUNDATIONS

1. The Past, Present, and Future of Impact Fees

2. Legal Foundations

3. State Impact Fee Legislation

4. A Tale of Two States: Texas and Georgia Impact Fee Legislation Compared　

5. National Impact Fee Survey

PART 2: FOUNDATIONS OF PLANNING, CALCULATION, AND IMPLEMENTATION

6. In Accordance with the Plan

7. Impact Fee Methodology

8. Model Proportionate Share Impact Fee Ordinance

9. A Word About Independent Studies, Exemptions, and Waivers　

PART 3: EFFICIENCY, ETHICS, EQUITY, POLICY: OPTIONS AND INTERNATIONAL PERSPECTIVES

10. Evaluation of Impact Fees Against Public Finance Criteria

Douglass B. Lee, Jr.

11. Impacts of Proportionate-Share Development Fees

Gregory Burge and Trey Dronyk-Trosper

12. Toward a Supply-Side Theory of Development Impact Mitigation

13. Good Planning, Value-Added Planning, and Value Capture

14. Ethical Issues in the Use of Impact Fees to Finance Community Growth

Timothy Beatley

15. The Ethics of Impact Fee Equity

Mary Kay Peck Delk and Susan A. Wood

Chapter 15 Coda. A Standard of Professional Practice for Proportionate Share Mitigation Fees

Mary Kay Peck Delk, Julian Conrad Juergensmeyer, Clancy Millen, Arthur C. Nelson, James C. Nicholas, and Susan A. Wood

16. The Option of Impact Fees

17. Impact Fees in an International Context: Comparisons and Similar Fiscal Tools

David Amborski

PART 4: INNOVATIONS IN PRACTICE

18. A Framework for Estimating Multimodal Transportation Impacts for Sustainable Development

Kristina M. Currans and Kelly J. Clifton

19. Mobility Fees

Jonathan Paul

20. Operations and Maintenance: Mitigation Fees, and Transportation Utility Fees with Implications for Improving Impact Mitigation

21. Parking In-Lieu Fee Incentivizes Development in Downtown Oxnard, California
Alison Bouley

22. A Rational Nexus Approach Supporting Development Mitigation to Increase Workforce Housing Supply

23. Innovations in Impact Fee Adjustments to Advance Housing Affordability

24. Western Placer County, California: Habitat Conservation Fee

Robert Spencer

25. Flexible Development Funding for Large-Scale Development

Alison Bouley

26. Residential and Nonresidential School Impact Fees: Case Study of Fremont High School District, California

J. Richard Recht

27. Parks and Recreation Impact Fees for Residential and Nonresidential Development: Case Study of Tucson, Arizona

Carson Bise

28. Water Impact Fees for Residential Development Based on House Size: Case Study of Bozeman, Montana　

Carson Bise

29. Transportation Impact Fees Scaled to Residential Unit Size in Tucson, Arizona

Carson Bise

30. Impact Fee Focus Groups: Case Study of Town of Queen Creek, Arizona

Kevin Burnett

EPILOGUE: COMMENTARY BY JIM NICHOLAS