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USING MOBILITY FEES:
WHAT? WHERE? HOW?
AUGUST 2017
1
2
3
WHAT ARE MOBILITY FEES?
2
WHERE ARE MOBILITY FEE PROGRAMS IN ACTION?
HOW TO DEVELOP A MOBILITY FEE PROGRAM?
USING MOBILITY FEES: WHAT? WHO? HOW?
1 WHAT ARE MOBILITY FEES?
WHAT?
RECENT HISTORY
4
1985- EARLY 2000s 2009 2011 2013 2016
Concurrency fell short in
addressing congestion
and infrastructure
demands while creating
unintended negative
consequences;
numerous legislative and
rulemaking modifications
to concurrency.
Florida Community Renewal Act
provided legislative direction for
establishing mobility fees.
Florida adopts the
Community Planning
Act, removing the
requirement for
transportation
concurrency and
allowing local
governments to adopt
an alternative mobility
funding system; the
first mobility fee is
adopted.
Legislature
encourages the
adoption of
mobility fees if a
local
government
repeals
transportation
concurrency.
More than 20
jurisdictions have
implemented
mobility fee
programs.
CUTR evaluates mobility
fee concept.
Florida Department of
Community Affairs and Florida
Department of Transportation
develop Joint Report on the
Mobility Fee Methodology Study.
Transportation system charge on development that allows local
governments to assess the proportionate cost of transportation
improvements needed to serve the demand generated by
development projects.
WHAT?
ABOUT MOBILITY FEES
5
MOBILITY FEE =
Additional transportation demand from development
X
Identified cost for transportation improvements to mitigate associated
development impact
MOBILITY FEE REQUIREMENTS
 May not be used to deny, time, or phase an application
 Revenue collected is used to implement needs of local gov’t plan
 Comply with rational nexus test
 Cannot fund existing transportation deficiencies
 Consistent with enabling legislation Section 163.3180
WHAT?6
SECTION 163.3180 NEW TOOLS AND TECHNIQUES
 Long-term strategies to facilitate development patterns that
support multimodal solutions
 Area wide level of service standards not dependent on any single
road segment function or multimodal level of service standards
 Exempting/discounting impacts or impact/local access fees of
locally desired development (i.e. urban, MMTDs, redevelopment,
mixed use, or affordable housing)
 Primary prioritization of ensuring a safe, comfortable, and
attractive pedestrian environment with convenient interconnection
to transit
WHAT?7
BENEFITS OF MOBILITY FEES
 Provides an alternative to concurrency
 Allows greater flexibility in use of collected
funds
 Funds transit supportive capital improvements
& operations
 Promotes compact, mixed-use development
 Supports the development of new tools &
techniques
WHAT?8
2 WHERE ARE MOBILITY FEE PROGRAMS?
9
EXISTING PROGRAMS
WHERE?10
CITIES
1 - Altamonte Springs Mobility Fee
2 - Boca Raton Planned Mobility Developments
3 - Destin Multimodal Transportation District (MMTD)
4 - Gainesville Transportation Mobility Program*
5 - Jacksonville Mobility Fee
6 - Jacksonville Beach Mobility Fee*
7 - Kissimmee Mobility Fee*
8 - Maitland Mobility Fee*
9 - Miami Lakes Mobility Fee
10 - Orlando Multimodal Transportation Impact Fee
11 - Ormond Beach Mobility Fee
12 - Panama City Mobility Fee
13 - Plant City Transportation Mobility Fee*
14 - Sarasota Multimodal Fee
15 - Tampa Multimodal Impact Fee
16 - Tarpon Springs MMTD
* indicates if the jurisdiction has also rescinded transportation concurrency in their
Comprehensive Plan, as provided by the Florida Department of Economic Opportunity (4/2016)
COUNTIES
17 - Alachua County Multi-Modal Transportation Mitigation
18 - Broward County Transportation Concurrency Assessment
19 - Hillsborough County Mobility Fee
20 - Nassau County Mobility Fee*
21 - Osceola County Mobility Fee*
22 - Pasco County Multimodal Mobility Fee*
23 - Sarasota County Mobility Fee*
DISTINGUISHING FEATURES
 Trip basis of fee – how is the trip accounted
(ends vs. length)
 Cost basis of fee – what is included in the
cost calculation
 Disposition of expenditures – how the
collected funds are spent
 Credits and discounts – what project
elements reduce cost of fees
WHERE?11
No two
mobility fees
are the same
12
21 Florida programs allow use of
funds towards transit-supportive uses
20 Florida programs allow use of
funds towards transit capital
13
8
Florida programs
allow use of funds
towards transit
operations
14
13 Florida programs include transit capital in the cost basis of fee
5 Florida programs include transit operations in the cost basis of fee
15
13 Florida programs base costs on
planned projects
3 Florida programs base costs on
unfunded needs
Photo courtesy of seefloridago.org
16
14 Florida programs base trips on VMT/PMT
4 Florida programs base trips on # of trips
Photo courtesy of seefloridago.org
17
4 Florida programs have dedicated
transit accounts for funds
Photo courtesy of seefloridago.org
18
5 Florida programs apply
discounts for design elements
6 Florida programs apply credits
for gas tax/other revenues
Photo courtesy of seefloridago.org
3 HOW TO DEVELOP A MOBILITY FEE PROGRAM?
RESEARCH ACTIVITIES
 State of the practice – 50+ programs reviewed
 Inventory existing programs in Florida
 Identify programs similar to mobility fee programs nationwide
(GA, MD, WA, ID, MA, CO, CA, OR, WY)
 Notable Programs
 Florida (Boca Raton, Broward County, Kissimmee, Ormond
Beach, Pasco County, Sarasota County)
 Nationwide (Bellingham, WA; Portland, OR; Sacramento, CA;
San Francisco, CA; Seattle, WA)
HOW?20
OTHER FINDINGS
 Common definition of a mobility fee and understanding of an ideal
program.
 Very diverse practices
 Multiple decision points and approaches
 Different drivers and rationales
 Varied methodologies
 Common framework of five phases
 Set of emerging best practices
HOW?21
FIVE COMMON PHASES
HOW?22
To plan, develop, and implement mobility fees
 Think through key considerations and questions
 Consider various approaches and options
 Leverage notable practices
Phase
1
Phase
2
Phase
3
Phase
4
Phase
5
PRE-PLANNING
PLANNING &
PROGRAM
CONCEPT
METHODOLOGY &
COMPUTATIONS
ADMINISTRATION &
COLLECTION
PROJECT FUNDING
& PROGRAM
MONITORING
 PHASES
PRE-PLANNING: Why implement a mobility fee?
HOW?23
Phase
1
 Supporting compact development
 Providing greater transportation
funding flexibility
 Increasing overall local
transportation funding/additional
revenue generation
 Exploring alternatives to
concurrency
 Increasing funding for transit
Best Practice:
Communicating the
program goal to
clearly guide
program
development
 PHASES
PRE-PLANNING: Is a mobility fee feasible?
HOW?24
Phase
1
 Evaluating all potential sources of transportation funding
 Assessing political feasibility
 Analyzing and establishing the basis for rational nexus
 Determining project types to include in the program
 PHASES
PLANNING & PROGRAM CONCEPT: What are the basic parameters of the
program?
HOW?25
 What is the appropriate geographic
scale?
 How is the transit agency involved?
 What is the timeframe on which the
program of projects is based?
 How will the policy and program be
justified and documented?
 How is the plan or fee adopted?
Phase
2
 PHASES
PLANNING & PROGRAM CONCEPT: What is the trip and cost basis?
HOW?26
Trip basis:
 Vehicles trips
 Person trips
 Vehicle miles traveled
 Person miles traveled
 Corridor capacity consumed
 Multimodal level of service
Cost basis:
 Roadway v. multimodal
 Transit capital v. transit capital and operations
Phase
2
 PHASES
METHODOLOGY AND COMPUTATIONS
HOW?27
 How to determine the fee levels?
 Standard fee = Cost Basis ($) / Trip Basis
 Will the program include credits,
discounts, or complementary programs?
 Incentivizes development in desired
locations
 Reductions by known sources of
transportation program revenue (i.e. funds
that are earmarked for programed capital
improvement projects)
 Reductions by gas tax and other revenue
sources
Phase
3
 PHASES
ADMINISTRATION AND COLLECTION
HOW?28
Phase
4
 When and how to collect fees?
 General fund or separate account?
 How to communicate the fee
effectively?
 Develop a collection process and ensure
internal communication within local
government
 Continued coordination with outside
agencies (i.e. Transit agency)
 Clear communication
 Straightforward instructions
 Preliminary fee estimates
 Maps and/or online GIS tools
4
Florida programs
have dedicated
transit accounts for
funds
 PHASES
PROJECT FUNDING AND PROGRAM MONITORING
HOW?29
Phase
5
 What projects are funded/how are
they prioritized?
 How are the projects funded?
 Why and how to evaluate the
mobility fee program (performance
evaluation, fee updates, etc)?
 When to update the fee?
Potential Projects:
Sidewalks, bike paths, bus
shelters
Transit queue jumps/
priority sys.
Transit circulators
Regional rail elements
Strategic Intermodal
System (SIS) facilities
Commuter rail and
streetcar
BEST PRACTICES
HOW?30
 Basing fees on VMT/PMT vs. trip ends
 Including transit supportive improvements and transit capital in cost basis and
in allowable expenses
 Including transit operations in the cost basis of the fee and in the allowable
expenses
 Supplementing mobility fee with other sources of revenue if funding transit
services
 Indexing the mobility fees
 Updating program of projects every 5 years and update fees accordingly
Kathleen Rooney
Project Manager
Renaissance Planning
krooney@citiesthatwork.com

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Mobility Fees - An Overview

  • 1. USING MOBILITY FEES: WHAT? WHERE? HOW? AUGUST 2017
  • 2. 1 2 3 WHAT ARE MOBILITY FEES? 2 WHERE ARE MOBILITY FEE PROGRAMS IN ACTION? HOW TO DEVELOP A MOBILITY FEE PROGRAM? USING MOBILITY FEES: WHAT? WHO? HOW?
  • 3. 1 WHAT ARE MOBILITY FEES?
  • 4. WHAT? RECENT HISTORY 4 1985- EARLY 2000s 2009 2011 2013 2016 Concurrency fell short in addressing congestion and infrastructure demands while creating unintended negative consequences; numerous legislative and rulemaking modifications to concurrency. Florida Community Renewal Act provided legislative direction for establishing mobility fees. Florida adopts the Community Planning Act, removing the requirement for transportation concurrency and allowing local governments to adopt an alternative mobility funding system; the first mobility fee is adopted. Legislature encourages the adoption of mobility fees if a local government repeals transportation concurrency. More than 20 jurisdictions have implemented mobility fee programs. CUTR evaluates mobility fee concept. Florida Department of Community Affairs and Florida Department of Transportation develop Joint Report on the Mobility Fee Methodology Study.
  • 5. Transportation system charge on development that allows local governments to assess the proportionate cost of transportation improvements needed to serve the demand generated by development projects. WHAT? ABOUT MOBILITY FEES 5 MOBILITY FEE = Additional transportation demand from development X Identified cost for transportation improvements to mitigate associated development impact
  • 6. MOBILITY FEE REQUIREMENTS  May not be used to deny, time, or phase an application  Revenue collected is used to implement needs of local gov’t plan  Comply with rational nexus test  Cannot fund existing transportation deficiencies  Consistent with enabling legislation Section 163.3180 WHAT?6
  • 7. SECTION 163.3180 NEW TOOLS AND TECHNIQUES  Long-term strategies to facilitate development patterns that support multimodal solutions  Area wide level of service standards not dependent on any single road segment function or multimodal level of service standards  Exempting/discounting impacts or impact/local access fees of locally desired development (i.e. urban, MMTDs, redevelopment, mixed use, or affordable housing)  Primary prioritization of ensuring a safe, comfortable, and attractive pedestrian environment with convenient interconnection to transit WHAT?7
  • 8. BENEFITS OF MOBILITY FEES  Provides an alternative to concurrency  Allows greater flexibility in use of collected funds  Funds transit supportive capital improvements & operations  Promotes compact, mixed-use development  Supports the development of new tools & techniques WHAT?8
  • 9. 2 WHERE ARE MOBILITY FEE PROGRAMS? 9
  • 10. EXISTING PROGRAMS WHERE?10 CITIES 1 - Altamonte Springs Mobility Fee 2 - Boca Raton Planned Mobility Developments 3 - Destin Multimodal Transportation District (MMTD) 4 - Gainesville Transportation Mobility Program* 5 - Jacksonville Mobility Fee 6 - Jacksonville Beach Mobility Fee* 7 - Kissimmee Mobility Fee* 8 - Maitland Mobility Fee* 9 - Miami Lakes Mobility Fee 10 - Orlando Multimodal Transportation Impact Fee 11 - Ormond Beach Mobility Fee 12 - Panama City Mobility Fee 13 - Plant City Transportation Mobility Fee* 14 - Sarasota Multimodal Fee 15 - Tampa Multimodal Impact Fee 16 - Tarpon Springs MMTD * indicates if the jurisdiction has also rescinded transportation concurrency in their Comprehensive Plan, as provided by the Florida Department of Economic Opportunity (4/2016) COUNTIES 17 - Alachua County Multi-Modal Transportation Mitigation 18 - Broward County Transportation Concurrency Assessment 19 - Hillsborough County Mobility Fee 20 - Nassau County Mobility Fee* 21 - Osceola County Mobility Fee* 22 - Pasco County Multimodal Mobility Fee* 23 - Sarasota County Mobility Fee*
  • 11. DISTINGUISHING FEATURES  Trip basis of fee – how is the trip accounted (ends vs. length)  Cost basis of fee – what is included in the cost calculation  Disposition of expenditures – how the collected funds are spent  Credits and discounts – what project elements reduce cost of fees WHERE?11 No two mobility fees are the same
  • 12. 12 21 Florida programs allow use of funds towards transit-supportive uses 20 Florida programs allow use of funds towards transit capital
  • 13. 13 8 Florida programs allow use of funds towards transit operations
  • 14. 14 13 Florida programs include transit capital in the cost basis of fee 5 Florida programs include transit operations in the cost basis of fee
  • 15. 15 13 Florida programs base costs on planned projects 3 Florida programs base costs on unfunded needs Photo courtesy of seefloridago.org
  • 16. 16 14 Florida programs base trips on VMT/PMT 4 Florida programs base trips on # of trips Photo courtesy of seefloridago.org
  • 17. 17 4 Florida programs have dedicated transit accounts for funds Photo courtesy of seefloridago.org
  • 18. 18 5 Florida programs apply discounts for design elements 6 Florida programs apply credits for gas tax/other revenues Photo courtesy of seefloridago.org
  • 19. 3 HOW TO DEVELOP A MOBILITY FEE PROGRAM?
  • 20. RESEARCH ACTIVITIES  State of the practice – 50+ programs reviewed  Inventory existing programs in Florida  Identify programs similar to mobility fee programs nationwide (GA, MD, WA, ID, MA, CO, CA, OR, WY)  Notable Programs  Florida (Boca Raton, Broward County, Kissimmee, Ormond Beach, Pasco County, Sarasota County)  Nationwide (Bellingham, WA; Portland, OR; Sacramento, CA; San Francisco, CA; Seattle, WA) HOW?20
  • 21. OTHER FINDINGS  Common definition of a mobility fee and understanding of an ideal program.  Very diverse practices  Multiple decision points and approaches  Different drivers and rationales  Varied methodologies  Common framework of five phases  Set of emerging best practices HOW?21
  • 22. FIVE COMMON PHASES HOW?22 To plan, develop, and implement mobility fees  Think through key considerations and questions  Consider various approaches and options  Leverage notable practices Phase 1 Phase 2 Phase 3 Phase 4 Phase 5 PRE-PLANNING PLANNING & PROGRAM CONCEPT METHODOLOGY & COMPUTATIONS ADMINISTRATION & COLLECTION PROJECT FUNDING & PROGRAM MONITORING
  • 23.  PHASES PRE-PLANNING: Why implement a mobility fee? HOW?23 Phase 1  Supporting compact development  Providing greater transportation funding flexibility  Increasing overall local transportation funding/additional revenue generation  Exploring alternatives to concurrency  Increasing funding for transit Best Practice: Communicating the program goal to clearly guide program development
  • 24.  PHASES PRE-PLANNING: Is a mobility fee feasible? HOW?24 Phase 1  Evaluating all potential sources of transportation funding  Assessing political feasibility  Analyzing and establishing the basis for rational nexus  Determining project types to include in the program
  • 25.  PHASES PLANNING & PROGRAM CONCEPT: What are the basic parameters of the program? HOW?25  What is the appropriate geographic scale?  How is the transit agency involved?  What is the timeframe on which the program of projects is based?  How will the policy and program be justified and documented?  How is the plan or fee adopted? Phase 2
  • 26.  PHASES PLANNING & PROGRAM CONCEPT: What is the trip and cost basis? HOW?26 Trip basis:  Vehicles trips  Person trips  Vehicle miles traveled  Person miles traveled  Corridor capacity consumed  Multimodal level of service Cost basis:  Roadway v. multimodal  Transit capital v. transit capital and operations Phase 2
  • 27.  PHASES METHODOLOGY AND COMPUTATIONS HOW?27  How to determine the fee levels?  Standard fee = Cost Basis ($) / Trip Basis  Will the program include credits, discounts, or complementary programs?  Incentivizes development in desired locations  Reductions by known sources of transportation program revenue (i.e. funds that are earmarked for programed capital improvement projects)  Reductions by gas tax and other revenue sources Phase 3
  • 28.  PHASES ADMINISTRATION AND COLLECTION HOW?28 Phase 4  When and how to collect fees?  General fund or separate account?  How to communicate the fee effectively?  Develop a collection process and ensure internal communication within local government  Continued coordination with outside agencies (i.e. Transit agency)  Clear communication  Straightforward instructions  Preliminary fee estimates  Maps and/or online GIS tools 4 Florida programs have dedicated transit accounts for funds
  • 29.  PHASES PROJECT FUNDING AND PROGRAM MONITORING HOW?29 Phase 5  What projects are funded/how are they prioritized?  How are the projects funded?  Why and how to evaluate the mobility fee program (performance evaluation, fee updates, etc)?  When to update the fee? Potential Projects: Sidewalks, bike paths, bus shelters Transit queue jumps/ priority sys. Transit circulators Regional rail elements Strategic Intermodal System (SIS) facilities Commuter rail and streetcar
  • 30. BEST PRACTICES HOW?30  Basing fees on VMT/PMT vs. trip ends  Including transit supportive improvements and transit capital in cost basis and in allowable expenses  Including transit operations in the cost basis of the fee and in the allowable expenses  Supplementing mobility fee with other sources of revenue if funding transit services  Indexing the mobility fees  Updating program of projects every 5 years and update fees accordingly
  • 31. Kathleen Rooney Project Manager Renaissance Planning krooney@citiesthatwork.com