Capital Improvement Programming Using Value Capture to Fund Transportation Improvements

February 2021

TABLE OF CONTENTS

LIST OF FIGURES

LIST OF TABLES

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References

1. Center for Land Use Education. Planning Implementation Tools: Capital Improvement Plan. [Online] September 2008. [Cited: November 2, 2020.] https://www.uwsp.edu/cnr-ap/clue/Documents/PlanImplementation/Capital_Improvement_Plan.pdf.

2. American Society of Planning Officials. Capital Improvement Programming: Some Considerations. Planning Advisory Service. Chicago, IL: American Society of Planning Officials, 1951. Information Report No. 23.

3. Vogt, John A. Capital Improvement Programming: A Handbook for Local Government Officials. Chapel Hill, NC: Institute of Government, University of North Carolina, 1977.

4. Cristofano, Sam M. and William S. Foster. Management of Local Public Works. Washington, DC: International City Management Association, 1986.

5. Bowen, Cynthia. What Is Planning? American Planning Association. [Online] [Cited: September 28, 2020.] https://www.planning.org/educators/whatisplanning/.

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7.n Effective Local Comprehensive Plan, 2016.

8.sive Plan Elements. Municipal Association of South Carolina. [Online] May 2013. https://www.masc.sc/Pages/resources/Comprehensive-plan-elements.aspx.

9. The Massachusetts Department of Revenue’s Division of Local Services. Capital Improvement Planning Guide: Developing a Comprehensive Community Program. Boston, MA: DLS Technical Assistance Bureau, 2016.

10. Federal Highway Administration. “Value Capture: Capitalizing on the Value Created by Transportation.” Value Capture Implementation Manual. Washington, DC: U.S. Department of Transportation, 2019.

11. City of Shoreline. 2019–2024 Capital Improvement Plan, 2019.

12. Vanderburgh County. Transportation Capital Improvement Plan and Program, 2018.

13. Congressional Research Service. Federal-Aid Highway Program (FAHP). Congressional Research Service. [Online] March 1, 2021. [Cited: April 7, 2021.] https://crsreports.congress.gov/product/pdf/R/R44332. R44332.

14. Federal Highway Administration. Financing Federal-Aid Highways. U.S. Department of Transportation - Federal Highway Administration. [Online] June 21, 2017. [Cited: April 7, 2021.] https://www.fhwa.dot.gov/reports/fifahiwy/ffahappn.htm. FHWA-PL-99-015.

15. U.S. Senate Committee on Homeland Security and Governmental Affairs. Subcommittee on Federal Spending Oversight and Emergency Management. Terrible, No Good, Very Bad Ways of Funding Government: Exploring the Cost to Taxpayers of Spending Uncertainty Caused by Governing Through Continuing Resolutions, Giant Omnibus Spending Bills, and Shutdown Crises (S. Hrg. 115–204). Discover U.S. Government Information. [Online] February 6, 2018. [Cited: April 7, 2021.] https://www.govinfo.gov/content/pkg/CHRG-115shrg29446/pdf/CHRG-115shrg29446.pdf. 29-446.pdf .

16. City of Baltimore. Baltimore Capital Projects Equity Analysis (FY14–20). [Online] [Cited: November 2, 2020.] https://planning.baltimorecity.gov/sites/default/files/Baltimore%20Capital%20projects%20Equity%20Analysis%20Two%20Page%20Overview.pdf.

17. City of Phoenix. The Phoenix Capital Improvement Program 2020–25. City of Phoenix. [Online] June 17, 2020. [Cited: April 2, 2021.] https://www.phoenix.gov/budgetsite/budget-books/2020-25_Capital_Improvement_Program.pdf.

18. —. Annual Development Impact Fee Report FY 2019–20 (Pre-Audit). City of Phoenix. [Online] September 11, 2020. [Cited: April 2, 2021.] https://www.phoenix.gov/pddsite/Documents/Impact%20Fee%20Report%20FY%202019-20.pdf.

19. —. Biennial Certified Audit of Land Use Assumptions, Infrastructure Improvement Plan, and Development Fees (July 1, 2016–June 30, 2018). City of Phoenix. [Online] February 9, 2020. [Cited: April 2, 2021.] https://www.phoenix.gov/pddsite/Documents/PZ/Phoenix%20DIF%20Audit%20-%20Final%20Report%20February%202020.pdf.

20. Dovalina, Ray and Douglas Frost. Baseline and Loop 202 Intersection Project - Case Study Description. Phoenix, AZ, January 2021.

21. Fairfax County, Virginia. FY 2020–FY 2024 Adopted CIP, 2020.

22. Dulles Corridor Metrorail Project. What is Dulles Metrorail. [Online] [Cited: April 9, 2021.] https://www.dullesmetro.com/about-dulles-rail/what-is-dulles-metrorail.

23. —. Silver Line Stations. [Online] [Cited: April 9, 2021.] https://www.dullesmetro.com/silver-line-stations/.

24. Aratani, Lori. Silver Line’s Second Phase Should Reach ‘Substantial Completion’ by Labor Day, Project Director Says. Washington, DC: The Washington Post, March 5, 2021.

25. Washington Metropolitan Area Transit Authority. Silver Line Phase 2 Update, 2020.

26. Federal Highway Administration. Case Studies - Silver Line/Dulles Metrorail Special Assessment District. Center for Innovative Finance Support. [Online] [Cited: April 9, 2021.] https://www.fhwa.dot.gov/ipd/value_capture/case_studies/silver_line_dulles_metrorail_special_assessment_district.aspx.

27. District Commission. Presentation to Silver Line Phase 1 Transportation District. Fairfax County, Virginia: s.n., 2020.

28. District Commission. Presentation to Phase 2 Dulles Rail Transportation Improvement District. Fairfax County, Virginia: s.n., 2020.

29. Fairfax County. Board of Supervisors Joint Meeting with the Phase 1 Dulles Rail Transportation Improvement District Commission: March 31, 2020. Fairfax County, Virginia. [Online] 2020. [Cited: April 9, 2021.] https://www.fairfaxcounty.gov/boardofsupervisors/board-supervisors-joint-meeting-phase-1-dulles-rail-transportation-improvement-district-commission.

30. —. Board of Supervisors Joint Meeting with the Phase 2 Dulles Rail Transportation Improvement District Commission: March 31, 2020. Fairfax County, Virginia. [Online] 2020. [Cited: April 9, 2021.] https://www.fairfaxcounty.gov/boardofsupervisors/board-supervisors-joint-meeting-phase-2-dulles-rail-transportation-improvement-district-commission.

31. City of Hillsboro. Hillsboro 2035 Community Plan, 2020.

32. —. Report to the Transportation Committee Proposed Hillsboro Transportation Utility,2006.

33. —. City of Hillsboro. Hillsboro Public Works. [Online] 2020. [Cited: January 15, 2021.] https://www.hillsboro-oregon.gov/our-city/departments/public-works/transportation/street-and-road-maintenance/transportation-utility-fee.

34. —. Hillsboro Public Works. Jackson School Road Project. [Online] 2020. [Cited: January 15, 2021.] https://www.hillsboro-oregon.gov/our-city/departments/public-works/projects-bids/jackson-school-rd.

35. Federal Highway Administration. Project Profile: Jackson School Road Project, Hillsboro, Oregon. Center for Innovative Finance Support. [Online] 2020. [Cited: April 9, 2021.] https://www.fhwa.dot.gov/ipd/project_profiles/or_jackson_school_road_project.aspx.

36. Washington County Department of Land Use & Transportation Long Range Planning Division. Countywide Transportation Development Tax - Procedures Manual, 2020.

37. City of Hillsboro. Adopted Budget 2019–20. City of Hillsboro: s.n., 2019.

38. —. Adopted Budget 2016–17. City of Hillsboro: s.n., 2016.

39. —. Adopted Budget 2017–18. City of Hillsboro: s.n., 2017.

40. —. Adopted Budget 2018–19. City of Hillsboro: s.n., 2018.

41. —. Adopted Budget 2020–21. City of Hillsboro: s.n., 2020.

42. Federal Highway Administration. Transportation Utility Fees: Maintaining Local Roads, Trails, and Other Transportation. Washington, DC: s.n., 2020. FHWA-HIN-19-005.

43. Springer, Carl D. and John Ghilarducci. Transportation Utility Fee: Oregon experience. 1, s.l.: Transportation Research Record, 2004, Vol. 1895, pp. 15–24.

44. Aldrete, Rafael M., David Salgado, and Okan Gurbuz. Review of Value Capture Techniques Available in the State of Texas, 2021.

45. Quezada, Teresa. Utilizing TRZs: Town of Horizon City Eastlake Boulevard Extension Phase 2. Austin, TX: s.n., 2019.

46. Camino Real Regional Mobility Authority. 2013 El Paso County Comprehensive Mobility Plan. El Paso, TX: County of El Paso, 2013.

47. Texas A&M Transportation Institute. Transportation Reinvestment Zone Financing for Multiple Jurisdictions in El Paso County. El Paso, TX: El Paso Metropolitan Planning Organization, 2012.

48. Town of Horizon City. Ordinance No. 0219. The Official Website of Horizon City. [Online] December 16, 2014. [Cited: January 27, 2021.] https://www.horizoncity.org/wp-content/uploads/Ord-0219-Creation-of-TRZ-No.-2.pdf.

49. Quezada, Teresa. Utilizing TRZs: Town of Horizon City Eastlake Boulevard Extension Phase 2. Austin, TX: s.n., 2019.

50. Camino Real Regional Mobility Authority. 2013 El Paso County Comprehensive Mobility Plan Update. Camino Real Regional Mobility Authority. [Online] January 13, 2016. [Cited: January 27, 2021.] https://crrma-production.s3.amazonaws.com/documents/files/000/000/475/original/ITEM_4A_-_2013_CMP_Report_v2.pdf?1482987941.

51. —. Interlocal Agreement VRF Project Agreement for the Eastlake Blvd., Phase 2 Roadway Improvement Project. Camino Real Regional Mobility Authority. [Online] March 25, 2015. [Cited: January 27, 2021.] https://crrma-production.s3.amazonaws.com/documents/files/000/000/300/original/2015-03-25-BA-ITEM7I.pdf?1481788416.

52. —. Second Amendment to Interlocal Agreement – VRF Project Development Agreement for the Eastlake Blvd., Phase 2 Roadway Improvement Project with the County of El Paso and the Town of Horizon City. Camino Real Regional Mobility Authority. [Online] November 9, 2016. [Cited: January 27, 2021.] https://crrma-production.s3.amazonaws.com/documents/files/000/000/502/original/2016-11-09-BA-ITEM6.pdf?1487987102.

53. HorizonCity.com. Horizon City. [Online] April 3, 2018. [Cited: January 4, 2021.] https://horizoncity.com/eastlake-extension-to-horizon-boulevard-set-to-open-april-11th/.

54. Quezada, Teresa. Eastlake Boulevard Extension Phase 2 Project - Case Study Description. El Paso, TX, February 2021.

55. City of South St. Paul. 2019-2023 Capital Improvement Plan, 2019.

56. EDC-Value Capture Implementation Team. Value Capture: Capital Improvement Plan. s.l.: Federal Highway Administration, July 18, 2019.

57. Aldrete, Rafael M., et al. Transportation Reinvestment Zones - Final Report. Austin, TX: Texas A&M Transportation Institute - Policy Research Center, 2015.

58. Rybeck, R. Public Works and Management Policy. Using value capture to finance infrastructure and encourage compact development. 2004, Vol. 8, 4, pp. 249–260.


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