State of California
Governor's Office of Planning and Research
Sources: An Annotated Bibliography for California Planners
A Planner's Guide
to Financing Public Improvements (revised 1997); $9.00 from the
Governor's Office of Planning and Research, 1400 Tenth St., Sacramento,
CA 95814, (916) 322-3170. Available on the Internet at http://ceres.ca.gov/planning/.
This is an introduction to some of the
financing options available to local governments in California. It includes
chapters on general taxes, special taxes, school financing, developer fees
and exactions, special assessments, and leasing.
Calculating Proportionate-Share Impact Fees, PAS Report No. 408
(1988); by James C. Nicholas; $20.00 from the American Planning Association
Planners Book Service, 122 S. Michigan Ave., Suite 1600 Chicago, IL 60603-6107,
(312) 786-6344.
The report shows how to calculate impact
fees so that developments pay only their fair share of capital improvement
needs. Emphasis is placed on fees for schools, libraries, roads, and law
enforcement and on how to adjust fees to avoid legal challenges.
California Debt Issuance Primer (1988); $20.00 from the California
Debt and Investment Advisory Commission, P.O. Box 942809, Sacramento, CA
94209-0001, (916) 324-2585.
This is a comprehensive guide to debt
financing in California. It reviews various financing techniques available
to local government (such as bonds and certificates of participation), the
participants in typical debt issues, and the steps involved in issuing debt.
Development Exactions (1987); James E. Frank and Robert M. Rhodes,
(eds.); $34.95 for APA members or $38.95 for non-members from the American
Planning Association Planners Book Service, 122 S. Michigan Ave., Suite
1600 Chicago, IL 60603-6107, (312) 786-6344.
This book takes a look at how exactions
work, what's been tried, and how they've fared in the courts. The book includes
a large-scale survey on exactions and how they are calculated.
Development Impact Fees (1988); Arthur C. Nelson, (ed.); $30.95
for APA members or $36.95 for non-members from the American Planning Association
Planners Book Service, 122 S. Michigan Ave., Suite 1600 Chicago, IL 60603-6107,
(312) 786-6344.
This comprehensive book evaluates the
theory, application, and administration of development exactions. It shows
how to draft impact fee ordinances, reviews the legal aspects of exactions,
discusses the need for a rational nexus, and illustrates how excise taxes
can be used as an alternative to impact fees.
Financing Infrastructure: Innovations at the Local Level; by Richard
R. Mudge and Susan Jakubiak for the National League of Cities; $15.00 from
the National League of Cities, 1301 Pennsylvania Ave. N.W., Washington D.C.
20004, (202) 626-3000.
This is a review of 26 case studies of
how local governments pay the cost of public works. It describes four techniques
-- special assessment districts, exactions, independent utilities, and shared
ownership between public and private sectors.
Guide to Public Debt Financing in California (1987); by Virginia
L. Horler; $27.95, plus tax and handling, from Packard Press Pacific, 221
Main St., Suite 100, San Francisco, CA 94105, (415) 974-1100.
This book discusses and compares a broad
variety of financing alternatives, including general obligation bonds, special
assessments, certificates of participation, leasing, and revenue bonds.
Mello-Roos Community Facilities Act of 1982 (1994); free from
Bowie, Arneson, Kadi and Dixon, 4920 Campus Drive, Newport Beach, CA 92660,
(714) 851-1300.
This booklet contains a summary and the
text of the Mello-Roos Act as amended through January 1, 1994.
Paying for Growth: Using Development Fees to Finance Infrastructure;
by Thomas P. Snyder and Michael A. Stegman; $32.50 for ULI members or $42.00
for non-members from the Urban Land Institute, 1090 Vermont Ave. N.W., Suite
300, Washington, D.C. 20005, (202) 289-8500.
This book is a detailed examination of
the potential economic impacts of development fees and the proper procedures
for their calculation and enactment.
Public Needs and Private Dollars (1995), by William Abbot, et
al.; $38 plus sales tax and shipping from Solano Press, P.O. Box 773, Point
Arena, CA 95468, (707) 884-4508.
This detailed discussion of exactions
practice in California compares the characteristics of fees, assessments,
taxes, and dedications. It also discusses nexus requirements, Constitutional
considerations, and AB 1600.