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Florida State University
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Course DescriptionCourse ObjectivesCourse GradingContact
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This course focuses upon several major topics related to infrastructure planning and financing: an overview of major infrastructure systems, the relationship between growth management and infrastructure, a discussion of municipal budgeting, and a summary of financing techniques for infrastructure projects. Urban infrastructure systems include all physical facilities relevant to the provision of school services, transportation, sewerage, water supply, storm drainage, solid waste, law enforcement, fire services, parks and recreation, libraries, health services, and general government services. Several courses would be required to cover the full range of these systems, so this course is necessarily selective, focusing on water/sewer, stormwater, and transportation infrastructure systems. The course begins with a review of these infrastructure systems, how they work, and the role of planners in the provision of these services. The course then discusses how infrastructure might be the best approach to managing growth, offering a potentially more effective means of directing the timing and intensity of development in a community. The second half of the course investigates municipal budgeting and infrastructure financing techniques. We begin by reviewing the local budgeting process and major sources of revenue and expenditures. An investigation of different capital budgeting and financing mechanisms is also undertaken, including an overview of financing techniques like user fees, impact fees, and special districts. The following topics will also be introduced in the course: infrastructure issues in developing countries, Capital Improvements Programs (CIPs), debt management, discounting, and siting public facilities. 1. To provide a basic understanding of some of the most important urban services for urban planning. 2. To understand the relationship between land use and infrastructure. 3. To understand the role of infrastructure planning and financing in growth management efforts. 4.
To
understand the relationship between urban planning and municipal budgeting. 5.
To
understand the local finance process: including knowledge of the vocabulary,
trends, important relationships, processes, and theories in local finance. 6.
To
gain skill in analytic techniques of infrastructure planning and financing. 7.
To
understand the assumptions and values underlying these financing techniques. 1.
Exercises (60%, 3 @ 20% each) Three exercises will be given out at roughly equal increments throughout the semester. These exercises are centered on real world situations and problems, with the intent of providing relevant experience in the planning and financing of community infrastructure. 2.
A Final Exam (20%) A final exam will be given during Final Exam week. The exam is centered on short response, multiple choice, and topic/term identify questions on material covered throughout the semester. 3. Small Group
Assignment (10%) Students will be divided into small groups and each group will choose one infrastructure system to study over the course of the semester. The group will gather information on that infrastructure system in the Tallahassee region. The assignment will involve a description of the characteristics of the infrastructure system selected; its administration, planning processes, and financing options. More detailed instructions will be provided in a handout. 4. Class
Participation (10%) “Class Participation” centers on two major components; attendance and preparedness. First, you need to attend class in order to reap the full benefits of the course. Second, you should be prepared for each class, having completed the required readings for each class and being prepared to discuss your understanding and interpretation of these. There will also be one mandatory field trip during the course of the semester. This will be a trip to the local wastewater treatment plant where we will be briefed by plant personnel on the operations and maintenance of this facility. This field trip is scheduled for Friday, September 19th at 1:30pm. Professor Tim Chapin, Ph.D. Course Texts 2) Kelly, Eric Damian. 1993. Planning, Growth, and Public Facilities: A Primer for Local Officials. American Planning Association Planning Advisory Service Report #447. REQUIRED Note: The Kelly PAS Report is no longer available for purchase. Copies will be made available in the DURP Reading Room. 3) Bowyer, Robert A. 1993. Capital Improvements Programs. American Planning Association
Planning Advisory Service Report #442. REQUIRED Note: This PAS report can be ordered from the American Planning Association web site (http://www.planning.org/bookservice/). (Online Price $36.00) 4) White, S. Mark. 1996. Adequate Public Facilities Ordinances and Transportation Management. American Planning Association Planning Advisory Service Report #465. REQUIRED Note: This report can be ordered from the American Planning Association web site (http://www.planning.org/bookservice/). (Online Price $40.00) 5) Tischler, Paul. 1999. Introduction to Infrastructure
Financing. International City/County Management Association. IQ Service
Report Vol 31, Number 3: March. RECOMMENDED Note: The IQ Service Report can be ordered from the ICMA web site (http://bookstore.icma.org/) in their “online bookstore”. (Hard Copy price $16.95; E-Document $14.95) 6) Anderson, L. 2000. Planning the Built Environment.
APA Press: Chicago, IL. RECOMMENDED Honor Code Students are expected to uphold the Academic Honor Code. The Academic Honor System of The Florida State University is based on the premise that each student has the responsibility to:
ADA Requirements Students with disabilities needing academic accommodations should:
(This syllabus and other class materials are available in alternative format upon request.) For more information about services available to FSU students with disabilities, contact the Assistant Dean of Students: sdrc@admin.fsu.edu, Disabled Student Services, 08 Kellum Hall, Florida State University, Tallahassee, FL 32306-4066, (850) 644-9566. COURSE INTRODUCTION, ASSESSING THE INFRASTRUCTURE CRISIS Week 1: Aug 26 Why do we study Infrastructure? Week 1: Aug 28 Assessing America’s Infrastructure “Crisis” **ASCE 2001 Report Card for America’s Infrastructure (http://www.asce.org/reportcard/) (Online: Web) **Gakenheimer, R. 1989. “The Infrastructure Shortfall: The Institutional Problems.” Journal of the American Planning Association, Winter. (Handout) **Turner, Daniel 1999. “America’s Crumbling Infrastructure.” USA Today Magazine 27. (Online: Course Website) **Sanders, H.T. 1993. “What Infrastructure Crisis?” The Public Interest, 110. (Online: Course Website) STORMWATER MANAGEMENT Week 2: Sept 2 Organization and Functioning of Urban Drainage Systems --Anderson PTBE Chapter 6 Week 2: Sept 4 Planners and Stormwater Management **American Public Works Association. 1981. Urban Storm
Water Management (Special Report No. 49), Chicago: American Public Works
Association, selected pages. (Reserve) WATER AND WASTEWATER (SEWER) SYTEMS Week 3: Sept 9 Organization and Functioning of Water and Sewer Systems --Anderson PTBE Chapter 4 --Anderson PTBE Chapter 5 Week 3: Sept 11 Wastewater Treatment **U.S. Environmental Protection Agency. 1980. Primer for Wastewater Treatment (MCD-65), Washington: USEPA, Office of Water Program Operations, July. (Reserve) TRANSPORTATION Week 4: Sept 16 Organization and Functioning of
Transportation Systems --Anderson PTBE Chapters 8, 9 --Anderson PTBE Chapters 10, 11 recommended Week 4: Sept 18 Learning from Transportation
Infrastructure **Cervero, R. 1989. “Congestion Relief: The Land Use Alternative.” Journal of Planning Education and Research 10(2). (Reserve) WASTEWATER TREATMENT PLANT
VISIT FRIDAY, SEPTEMBER 19TH,
1:30-3:00PM INFRASTRUCTURE AND GROWTH MANAGEMENT Week 5: Sept 23 Infrastructure and Urban Development **Catanese, A.J. “Planning Infrastructure for Urban Development.” (Reserve) **Tabors, R. D., M. H. Shapiro, and P. P. Rogers. 1976 Land Use and the Pipe. Lexington, Ma.: Lexington Books. Chapters 4-6. (Reserve) Week 5: Sept 25 Using Infrastructure to Manage Growth **Kelly, E.D. 1993. Planning,
Growth, and Public Facilities. Planning Advisory Service (PAS) Report
#447. (DURP Reading Room) Week 6: Sept 30 Florida’s Growth Management Approach **Arline. 1998.
Primer on Florida’s Growth Management System. (http://sustainable.state.fl.us/fdi/fscc/news/state/9804/fgme.htm)
(Online: Web) **APA Planning
Statutes Summary: Florida (Online:
Course Website) Week 6: Oct 2 Growth Management Approaches in Other States **Planning
Communities for the 21st Century. Report prepared by the American Planning
Association that provides an overview of Comprehensive Planning/Growth
Management systems in six states, including Maryland, New Jersey, Oregon, and
Washington. http://www.planning.org/documents/ **Growth
Management Programs: A Comparison of Selected States This study reviewed
GM efforts in seven states including Florida, Maryland, Oregon, Washington,
Georgia, and New Jersey. http://www.floridagrowth.org/ **http://www.vapreservation.org/growth/state.htm (Online:
Web) DETERMINING INFRASTRUCTURE NEEDS Week 7: Oct 7 Determining
Infrastructure Needs **Hanousek, D. 1989. Project Infrastructure Development Handbook. Washington, D.C.: Urban Land Institute. Chapter 2: Planning. (Reserve) **Nelson, A.C. and J.C. Nicholas. 1992. “Estimating Functional Population for Facility Planning.” Journal of Urban Planning and Development. Vol. 118, 2. (Reserve) Week 7: Oct 9 Determining Infrastructure Needs ** White, S. Mark. 1996. Adequate Public Facilities Ordinances and Transportation Management. PAS Report #465. (Purchase) **City of
Tallahassee LOS Standards INFRASTRUCTURE ISSUES IN DEVELOPING AREAS Week 8: Oct 14 Infrastructure in Developing Areas **World Development Report 1994: Infrastructure for Development. (Excerpt) (Reserve) Week 8: Oct 16 Sanitation and Transportation in
Developing Areas **Kalbermatten et al. 1982. Appropriate Sanitation Alternatives: A Technical and Economic Appraisal. Selected pages. (Reserve) **Dimitriou, H. T. 1990. "Transport Problems of Third
World Cities," in H. T. Dimitriou’s (ed.) Transport Planning for Third World Cities, London: Routledge. (Reserve) MUNICIPAL BUDGETING Week 9: Oct 21 Local
Government Budgeting **Aronson and Schwartz (Green Book) Chapters 4, 6 --Aronson
and Schwartz (Green Book) Chapters 1-3 Week 9: Oct 23
Typical Municipal Revenue Sources; The City of Tallahassee’s Budget **Aronson and Schwartz (Green Book) Chapters 8-10 **The City of Tallahassee’s Budget selected pages. (Handout) CAPITAL
IMPROVEMENTS PLANNING Week 10: Oct 28 Capital Improvements Planning **Aronson and Schwartz (Green Book) Chapter 17 **Bowyer, R. A.
1993. Capital Improvements Programs:
Linking Budgeting and Planning. PAS Report 442. (Purchase) Week 10: Oct 30 The CIP Process **Riordian, T.H., Maria E. Oria, and J.P. Tuss. 1989. “Dayton’s Capital Allocation Process.” In Capital Projects. (Reserve) **Kee, R., W. Robbins, and N. Apostolou. 1989. “Capital
Budgeting Practices of U.S. Cities: A Survey” in Capital Projects. (Reserve) FINANCING
INFRASTRUCTURE Week 11: Nov 4 Debt Management **Aronson and Schwartz (Green Book) Chapter 12 **Fulton, W. 1989. “Making a beeline for Wall Street.” Planning, June. (Handout) --Tischler, Paul. 1999. Introduction to Infrastructure
Financing. International City/County Management Association. IQ Service
Report Vol 31. (Purchase) Week 11: Nov 6 An Overview of Discounting **Reading TBA Week 12: Nov 11 Impact Fees/Development Exactions **Nelson, A.C. 1988. “Financing New Development with Development Impact Fees.” In J. Stein’s (ed.) Public Infrastructure Planning and Management. (Reserve) **Ross, D.H. and S.I. Thorpe. Impact Fees: Practical Guide for Calculation and Implementation. (http://www.revenuecost.com/imp_fees.html) (Online: Web) Week 12: Nov 13 Special Districts ** Porter, D. (1992). Special Districts: A Useful Technique for Financing Infrastructure. Wash. D.C.: ULI. Selected pages. Week 13: Nov 18 Tax Increment Financing **Klacik, J.D. and K.A. Kriz (2001). “A Primer on Tax Increment Financing.” in Johnson and Man’s Tax Increment Financing and Economic Development. (Reserve) Week 13: Nov
20 Full Cost
Accounting/Fiscal Impact Analysis **Burchell, R. W., D. Listokin et al. 1994. Chapter 8. “Fiscal Impact Analysis.” In Development Impact Assessment Handbook. Wash. D.C.: ULI. Selected pages. (Reserve) Week 14: Nov 25 Fiscal Impact Analysis Example: Florida’s
FIAM Model Week 14: Nov 27 NO
CLASS: Thanksgiving Holiday Week 15: Dec 2 Siting Public Facilities --No Reading Week 15: Dec 4 Siting Public Facilities GIS Exercise (Class
will meet in the COSS GIS Lab) --No Reading FINAL EXAM: Wednesday,
December 10th 7:30-9:30 AM |
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