This event took place November 3, 2016 in Washington, DC.

Event Description

The Peer Exchange for transportation agency CFOs facilitated an exchange of ideas and best practices, and discussions about common challenges and opportunities in four major focus areas:

• Revenue
• Finance
• Policy
• Project Management

Materials

• Executive Summary (PDF)

Relevant Web Links and Information Sources

• AASHTO FAST Act / MAP-21 Implementation Plan
  Topics: Project Management, Policy
  Up-to-date federal legislation implementation issues and AASHTO recommendations on: revenue and finance, program and project delivery, performance management, asset management, and other topics
• A CFO’s Handbook on Performance Management (AASHTO, 2011)
  Topics: Finance, Revenue, Project Management
  Addresses how performance management techniques can improve funding and financing activities by: making the case for more, increasing efficiency, improving financial management
• Current Information on Road User Charges (NCSL)
  Topics: Revenue
  Information on road user charges legislation, pilot programs, and federal involvement including demonstration programs
• Debt Finance Practices for Surface Transportation (NCHRP, 2009)
  Topics: Finance
  Presents basic principles of public agency debt issuance and suggests best practices and areas of improvement
• FHWA FAST Act Website
  Topics: Policy
  Links to FAST Act implementation milestones, bill provision summaries, funding amounts, program area factsheets, and guidance and regulations
• Guidebook on Financing of Highway P3 Projects (FHWA, 2016)
  Topics: Finance, Policy
  Reviews the financial assessment of P3 projects prior to procurement and implementation: organizational and contractual structures, financial structures, financial models and statements, and financial viability assessment
• Performance Management Final Rules and NPRMs (FHWA)
  Topics: Project Management, Policy
  Current status and information on federal rulemaking related to MAP-21 performance management requirements
• Project Finance Primer (FHWA, 2010)
  Topics: Finance, Revenue
  Reviews bonds and credit assistance tools: GARVEEs, Private Activity Bonds, 63-20 Issuance, TIFIA, Section 129 Loans, State Infrastructure Banks
• SIBs 101 (FHWA, 2016)
  Topics: Finance
  Presentation course on how SIBs work and opportunities under the FAST Act
• Successful Practices for P3s (USDOT, 2016)
  Topics: Project Management, Policy
  Compiles recommended practices related to P3 legislation and policy, project development, procurement, and performance monitoring and oversight
• The Use of Advance Construction in Financing Transportation Projects (AASHTO, 2011)
  Topics: Project Management, Revenue
  Synthesizes practices of AC’s use, presenting the range in which the technique is used, what works well and what are its limitations, and successful practices from 12 case studies
• Transportation Finance State by State
  Topics: Finance, Policy
  This interactive map provides a 2011 snapshot of Transportation Funding & Finance, Organization & Leadership, and Legislative Interaction for all 50 states.
• Comprehensive Transportation Funding & Financing information
  Topics: Finance, Revenue, Policy, Project Management
  Contains comprehensive technical content and information, organized into four major areas: Funding, Financing, Legislation & Regulations and Briefing Papers
• Recent Legislation to Increase State Gasoline Taxes (NCSL)
  Topics: Revenue
  19 states and D.C. have enacted legislation since 2013 to increase state fuel taxes. This webpage provides links and summaries to each piece of legislation.
• Transportation Funding Deep Dive (NCSL)
  Topics: Revenue
  NCSL Deep Dives are one-stop shops for all things policy related to a particular topic. This webpage holds information on all of NCSL’s transportation revenue and finance resources.
• P3 Toolkit (NCSL)
  Topics: Finance
  This document serves as an introductory and comprehensive resource on P3 policy written with a legislative audience in mind.
• P3 Statute Categorization and Analysis (NCSL)
  Topics: Finance
  This 2016 document categorizes and analyzes all transportation public-private partnership laws adopted by the 33 states, the District of Columbia and Puerto Rico that have enacted such legislation.