• Cover and Introductory Materials
• Executive Summary
• Chapter 1. Introduction
  • 1.1 Context and Objectives of This Primer
• Chapter 2. Definition and Overview
  • 2.1 Background and Definition
  • 2.2 Local Implementing Statutes
  • 2.3 Other Development Charges
  • 2.4 DIF vs. Special Assessments and Other Alternative Funding Sources 14
• Chapter 3. Efficiency and Equity Concerns
  • 3.1 Efficiency Concerns
    • 3.1.1 Efficiency Concerns
    • 3.1.2 Proportionality (Horizontal Equity)
    • 3.1.3 Marginal Pricing Opportunity (Geographical Equity)
  • 3.2 Social Equity Concerns (Vertical Equity)
  • 3.3 Who Ultimately Bears the DIF Burden?
• Chapter 4. Legal Issues and Legislative Needst
  • 4.1 Constitutional History and Legal Challenges
  • 4.2 State Enabling Legislations
  • 4.3 Local Ordinances and Legislative Processes
    • 4.3.1 Florida
    • 4.3.2 California
    • 4.3.3 Oregon
    • 4.3.4 Ohio
    • 4.3.5 Local DIF Implementation Process—California Example
• Chapter 5. NEXUS Studies and Fee Structuring
  • 5.1 Nexus Studies and Development Feasibility
    • 5.1.1 Nexus Studies
    • 5.1.2 Effect on Development Feasibility
  • 5.2 Fee Design and Structuring
    • 5.2.1 Defining Service Areas—Locational Characteristics
    • 5.2.2 Establishing LOS Standards
    • 5.2.3 Determining the Fee Basis—Use Characteristics
    • 5.2.4 Inter-Jurisdictional Issues and Other Considerations
  • 5.3 Nexus Studies and Development Feasibility
    • 5.3.1 Fee Imposition
    • 5.3.2 Fee Collection
• Chapter 6. Implementation Considerations
  • 6.1 Basic Principles
  • 6.2 Key Implementation Elements/Processes
  • 6.3 Standardization and Transparency
  • 6.4 Internal Administrative Capacity
• Chapter 7. Transportation Impact Fee Case Example—City of East Palo Alto
  • 7.1 Background and Overview
  • 7.2 Transportation Impact Fee Nexus Study—Trip Generation Approach
  • 7.3 Trip Reduction Credits—TDM and TODs
  • 7.4 Comparative Transportation Impact Fees
• Glossary of Terms
• References

LIST OF FIGURES

• Figure 1. Graphs. DIF Burden vs. Demand Elasticity
• Figure 2. Chart. Nollan/Dolan/Koontz Relationship Test Guidelines for Exactions
• Figure 3. llustration. DIF Legal Evolution/Timeline—California Example
• Figure 4. Chart. Legislative Process for Local DIF Ordinance—California Example
• Figure 5. Chart. Basic Steps in Transportation Fee Nexus Study—East Palo Alto

LIST OF TABLES

• Table 1. Various Fee Types, Uses, and Regulatory Authority—California Example.
• Table 2. Economic Characteristics and Preferred Funding by Infrastructure Category
• Table 3. Fee Schedule Basis by Public Facility Type.
• Table 4. DIF and Other Development Charges—East Palo Alto.
• Table 5. Demographic and Development Projections—Incremental (2015–2040)
• Table 6. Ten-Year CIP—East Palo Alto
• Table 7. Ten-Year CIP—Transportation Projects.
• Table 8. Trip Generation Adjustments—PM PH Vehicle Trips.
• Table 9. Maximum Impact Fee Calculation for Transportation (Citywide).
• Table 10. Transportation Impact Fees at Comparable Cities