DRAFT CONFERENCE PROGRAM GIC Conference 2013

1 DRAFT CONFERENCE PROGRAM . GIC CONFERENCE 2013. Funding the Next Generation of Infrastructure . Chaparral Suites Resort, Scottsdale, AZ. Day/Time Dining Room (Hacienda) Breakout #1 (Paloma 1) Breakout #2 (Paloma 2). Wednesday, October 2. 3:00-7:00 pm Registration 5:30-7:00 pm Opening Reception (free for hotel guests, non-guests will receive coupons). Thursday, October 3. 7:00 am-4:00 pm Registration 6:30 - 8:00 am Free Cooked-to-Order Breakfast in Hotel Restaurant for Hotel Guests (non-guests will receive coupons). 8:00 - 8:15 am Welcome Meeting Designing Local Improvement Impact Fee Basics: Keeping it Between 8:15 - 9:30 am Districts So Everyone Wants In the Lines Fiscal Impacts of Smart Growth: Administrators' Roundtable: Most 9:45 - 11:00 am When Research/Advocacy Collide Difficult/ Challenging Cases The NMTC Blender: Using New Living with SB 1525: Impact Fees 11:15 - 12:30 pm Markets Tax Credit Financing under Arizona's New Act (part 1).

2 Lunch and Plenary Session: The Reality of Infrastructure: So Solid and 12:30 - 2:15 pm Permanent Everyone Takes it for Granted (1:00 - 2:15 pm). Trends in Water and Wastewater 2:30 - 3:45 pm The Banberry Legacy at 30. Rates and Finance 3:45 - 4:00 pm Refreshments Not Your Father's Transportation Innovative Community Engagement 4:00 - 5:15 pm Funding with Mobile Apps 6:30 - 8:30 pm Thursday Evening Dinner (Off-Site - walkable or transportation will be provided). Friday, October 4. All Morning Registration Deluxe Continental Breakfast and 7:30 - 8:30 am Annual Membership Meeting Funding Transportation Infrastructure Living with SB 1525: Impact Fees 8:30 - 9:45 am and Maintenance under Arizona's New Act (part 2). How Will We Grow?: Manatee The Balanced Approach to Capital 10:00 - 11:15 am County's Approach Improvements Programming Lunch and Plenary Session: 2013. Case Law Update, the Meaning of 11:30 - 1:00 pm Koontz and Impact Fee Trends (11:45- 1:00 pm).

3 1:30 - 5:00 pm Optional Field Trip: Transportation to and 90-minute tour of Frank Lloyd Wright Taliesin West House ($40). 1. SESSION DESCRIPTIONS. Designing Local Improvement Districts (LIDs) so Everyone Wants In This is not your father's LID formation technique that applied a simple proportionate share calculation, and then hoped for buy in. Instead, engineers, planners, real estate appraisers and noise abatement experts are combining their unique expertise to create innovations in LID. financial models using sound reduction and property valuations as a basis for establishing the assessment formula. LID assessments which utilize a zone and termini assessment methodology are the industry standard and most often cited in building an assessment model. The zone/termini method is so standardized that in many cases the assessment formula is prescribed in state statute (ex.)

4 Washington State). Despite that standardization, most state statutes allow the development of alternative assessment methodology. In those cases, it is imperative that the local jurisdiction develop sufficient rationale and technical analysis to justify an alternative assessment method. This presentation will review LID case studies from Vancouver (WA) and Portland (OR), including perhaps the first ever LID assessments that were used for Streetcars, Tramways, and Railroad noise mitigation. These case studies represent the state of practice in the Pacific Northwest. Utilization of this methodology and other innovative methodology opens the door to new ways of thinking about building technical analysis and models for future LID assessments. Speakers: Matt Ransom (Vancouver, WA); Todd Chase (FSC). Impact Fee Basics: Keeping it Between the Lines We will review key principles of impact fee practice, but also discuss non-impact fee factors that fee administrators face, including prior development agreements, the relationship of other funding sources to the fee PROGRAM , and emerging trends in light of the political resistance impact fees face in this economy.

5 Tyson Smith will cover the legal issues, discussing fundamental authority issues and legal parameters. He also will review typical challenges to impact fee programs and suggest Practice Points for avoiding litigation. Carson Bise will discuss alternative means of calculating impact fees based on the needs of a particular local government, the data available, and local planning and CIP practices. Mr. Bise also will review several case studies to illustrate implementation techniques. Scott McCarty will, using case studies, discuss the key elements of PROGRAM implementation and administration including the importance of reporting, comparing performance to long-term projections and economic impact studies, and identifying key policy issues for elected officials. Speakers: Tyson Smith (White & Smith, LLC); Carson Bise (TischlerBise); Scott McCarty (Paradise Valley, Arizona).

6 Fiscal Impacts of Smart Growth: When Advocacy and Research Collide No One Wins This will be a session on the most recent report by Smart Growth America on the fiscal impacts of smart growth. This is a Chamber of Commerce research report which glorifies simple positive impacts and provides no context as to why impacts are positive and what other locations are getting the negative. This was a report that fired its consultant when the consultant came out with a much more balanced view of the findings. To what degree do we accept this as reflecting the truth when the research consultant has been terminated? What are the real results that Smart Growth America couldn't deal with? How much positive is necessary to communicate a point? Can we not have a more balanced view and still communicate the same message? Speakers: Robert Burchell (Rutgers); Terry Moore (ECON orthwest); Carson Bise (TischlerBise).

7 2. Administrative Roundtable: Most Difficult/Challenging Cases This session is envisioned as a combination of a panel and an administrative roundtable. The panel will include impact fee managers/coordinators as well as technical and legal consultants. Examples of some of the most challenging issues faced by the administrators on the panel will be discussed. In addition, the audience is encouraged to come prepared with some of their most significant challenges in administering their impact fee programs. Each issue will be discussed in terms of the background, how it was handled, and whether the panel and/or the audience/session participants would recommend a different approach. The goal of the session is a lively discourse as well as gaining new perspectives and solutions to hard-to-answer questions and complex projects. If this format is successful it would be a great addition to future conferences, thereby creating a venue for administrators and professionals to brainstorm, problem solve and work towards consistent best practices.

8 Panelists: Steve Tindale and Nilgun Kamp (Tindale-Oliver); Tyson Smith (White . Gilbert Moncivaiz (Collier County, FL). The NMTC Blender Utilizing New Markets Tax Credit Financing With the end of Redevelopment financing, many public agencies are looking to the New Markets Tax Credit (NMTC) PROGRAM and Public-Private Partnerships (PPP) to finance community facilites, and other local projects. This panel will discuss PPP and NMTCs and how public agencies can benefit from these financing structures. City Staff and PPP practitioners will share their experiences leveraging different financing sources in order to deliver the largest benefit to their project. Find out how PPP and NMTCs operate, which sources are easier to leverage and why. The panel will discuss the use of foundation money, bonds, grants, and HUD sources, to name a few. Speakers: Jose Ometeotl (Willdan); Alberto Lemus (Lowe Enterprises); Andrew Palomares (Port of Hueneme Harbor District).)

9 Living with SB 1525: Impact Fee Updates Under Arizona's New Act, Part 1. Detailed discussion of practical issues encountered in updating impact fees under Arizona new act, in two parts. The two parts are the same format, with different panelists in the second part. The format is panel discussion plus audience participation. The physical layout will be a moderator front and center, and four panelists sitting at tables in a V, facing each other and the audience. There will be no PowerPoint presentations. The panelists will each in turn pose a topic to stimulate discussion among the panel. No topic will get more than 12 minutes. The presentation of each topic will be no more than one minute, the rest of the panel will get up to 5 minutes to respond, and then we will open it up to the audience for discussion. After 12 minutes or if discussion lags, we will move on to the next topic.

10 Topics for this first part will include, time permitting: (1) What is the role of the Infrastructure Improvements Plan in light of the requirement that fees be based on the existing level of service? (2) What changes would cities and towns like to see in Arizona's enabling legislation? (3) How and when are refunds required? (4). What kind of debt information is necessary for a fee update? (5) How do you track and apply developer credits? (6) Can impact fees be used to recoup the cost of excess capacity that has been fully paid for? (7) What do you do if the League's model ordinance does not work for your community? (8) Must park and library fees be assessed on nonresidential development? (9) Will refunds be required if an improvement in the IIP is not built? Moderator/Timekeeper: Clancy Mullen (Duncan Associates). Panelists: Dwayne Guthrie (TischlerBise); Andrew McGuire (Gust Rosenfeld); Katie Gregory (Peoria, AZ); Tracy DeSomma (Goodyear, AZ).