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S H A R O N W A S O N , A I C P
T O W N P L A N N E R , F O X B O R O U G H , M A
APA Sustaining
Places Initiative
APA is considering a program to designate
comprehensive plans as meeting certain sustainability
goals and objectives.
APA’s Sustaining Places Task Force was charged with
exploring the role of the comprehensive plan as the
leading policy document and tool to help communities
achieve sustainable outcomes.
Background: APA Sustaining Places Initiative
• Sustaining Places Task Force (2010-12)
• Sustaining Places: The Role of the Comprehensive Plan (PAS
567) (2012)
• Sustaining Places Working Group (2012-13)
• Comprehensive Plan Sustainability Standards
• Comprehensive Plan Designation: Issues and Benefits
• Plan Standards Workshop 1: Chicago (2013)
• Pilot Communities (2013/14)
• Test Communities (2014)
• Plan Standards Workshop 2: Atlanta (2014)
• Forthcoming PAS Report: Sustaining Places Comprehensive
Plans: A How-to Guide (2014)
Ten communities participated across the country; two
additional cities were “scored”
Foxborough was selected as New England pilot
community
2010 Population
—  Auburn, Washington 71,517
—  Foxborough, Massachusetts 16,865
—  Goshen, Indiana 31,934
—  Memphis/Shelby County, TN 927,644
—  New Hanover County, NC 206,189
—  Oklahoma City, Oklahoma 551,967
—  Rock Island, Illinois 39,018
—  Seattle, Washington 608,660
—  Savona, New York 822
—  Wheeling, West Virginia 28,486
2014 Pilot Communities
—  Diverse! range in size from 800 residents to nearly 1
million people
—  Geographic differences span the country from east to
west
—  Plans range in scale from town/city/county/regional
—  Differing state laws and plan requirements
—  Most communities chosen are at the beginning stages of
the plan
—  “One community hopes to build on another planning
process under way to advocate for the benefits of
updating a comprehensive plan that has not been
updated for more than 30 years.”
Existing Certification or Designation Programs
—  State-level programs:
§  Sustainable Jersey
§  Minnesota GreenStep Cities
§  Sustainable Maryland Certified
—  STAR communities – Sustainability Tools for
Assessing and Rating communities
The following slides are from
an APA staff person’s conference presentation
How Can the Programs Work Together?
• APA program sets framework for successful
implementation, other certification programs help
achieve that vision
• Developing and implementing the strategies set forth
in the comp plan positions the community for
certification at the community level
Similarities to Other
Certification Programs
• Focus on sustainability – take steps to sustain quality
of life over the long term
• Voluntary programs that recognize leaders in the field
• Principles and standards align
• Make guidance and resources available to anyone interested
• Encourage innovation
• Rigorous procedures – meaningful designation
• Similar processes: apply, demonstrate how you meet a certain
level of standards, have application reviewed, reviewers
determine whether to designate/certify and at what level
How Does the APA Program Differ?
• Designates comprehensive plan (not community as a whole)
• Not everything relevant to a state certification program
belongs in a comp plan
• Not intended for traditional comp plans, but comp plans aimed
at sustaining places
• Purpose is to serve as the concise, go-to resource for desired
content for comprehensive plans for sustaining places
• Describes desired content but provides flexibility to design a
plan that best meets the needs of each individual community
Why Designate Comp Plans?
• Assert planning profession leadership in sustaining
places
• Broaden plan-making practice to include
sustainability goals
• Improve plan quality through comparison with best
practice standards
• Encourage local governments to vie for designation
Standards Framework
Principles:
•  Built environment
•  Nature
•  Economy
Processes:
•  Participation
Attributes:
•  Content
•  Equity
•  Health
•  Region
•  Implementation
—  Characteristics
Guiding Principles
• Livable built environment
• Harmony with nature
• Resilient economy
• Interwoven equity
• Healthy communities
• Responsible regionalism
Authentic Participation Accountable Implementation
•Diverse participation
•Transparent decisions
•Disadvantaged
leadership
•Ongoing information
•City & neighborhood
involvement
•Social media use
•Involve public in goal
setting
•Use indicators/metrics
•Monitor outcomes &
goal progress
•Commit resources
•Assign responsibilities
•Report during budgeting
Processes
Consistent Content
Coordinated
Characteristics
•Identify strengths,
weaknesses,
opportunities & threats
•Set measurable
objectives
•Layout future vision
•Maps, tables, graphics,
& summaries
•Comprehensive--cover
all relevant topics
•Coordinated--vertically
& horizontally
•Integrated—include other
plans’ recommendations
•Persuasive-- communicate
clearly
Attributes
How Would Designation Work?
Community: Employs standards in plan making
Self-scores plan
Applies for designation
Plan Review: Trained 2-person teams reviews plans
Determine plan score
Write review narrative
APA: Train reviewers
Assign plans to be reviewed
Report final plan review and score to applicant
Maintain database of designated plans
Scoring
• NA = Not Applicable (not counted against total)
• 0 = Applicable but absent
• 1 = Low
• 2 = Medium
• 3 = High
Bonus Points – reviewers may assign up to 15 bonus points
for outstanding innovation
Possible Designation Levels
Plan score as % of total applicable practices, processes, &
attributes, plus any bonus points:
Designated (Basic) = 70%
Silver (Medium) = 80%
Gold (High) = 90%
Changes Made to Program
• Added content to application to supplement scoring matrix (added a
qualitative component to the process)
• Developed a Plan Designation Procedure that provides details on scoring
(when to assign a “2” vs. a “1”)
• Require community to undertake a self assessment as a part of the
application
• Development of a “How-to-Guide” PAS Report to help communities
through designation process (forthcoming)
• Added bonus points for innovation
• Added a N/A Category (prevents community from being penalized for
practices that do not apply)
• Concluded designation needed to be determined by an impartial review
team
Outstanding Items
• Securing reviewers
• The specifics of the reviewer training (content, process,
timeframe)
• Funding to support program
• Costs to apply for designation
• Organization of plan database and plan resources
• Finalize standards and designation program and launch
program
• What to do if reviewers cannot agree on plan score
• How to keep standards relevant over time
• Designation Maintenance
End of APA materials
Thoughts
—  Can “one size really fit all?” Urban/rural, very large/
very small
—  Are criteria universally applicable?
—  Most communities will incorporate sustainability
into a “master plan,” not do a stand-alone
sustainable community plan. Are APA criteria
flexible and malleable enough to fit fifty different
state requirements for a master plan?
(cont.)
—  Process ends with report and score. Should there be the
ability to discuss findings or explain conclusions?
—  What is the advantage of being designated (other than
where it might replace state reviews?)
—  To what extent can the principles, processes, and
attributes be used without going through designation
process?
—  Why?
contact
Sharon Wason, AICP
Town Planner
Town of Foxborough
40 South Street 02035
508-543-1250
swason@town.foxborough.ma.us

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APA Sustaining Places Initiative

  • 1. S H A R O N W A S O N , A I C P T O W N P L A N N E R , F O X B O R O U G H , M A APA Sustaining Places Initiative
  • 2. APA is considering a program to designate comprehensive plans as meeting certain sustainability goals and objectives. APA’s Sustaining Places Task Force was charged with exploring the role of the comprehensive plan as the leading policy document and tool to help communities achieve sustainable outcomes.
  • 3. Background: APA Sustaining Places Initiative • Sustaining Places Task Force (2010-12) • Sustaining Places: The Role of the Comprehensive Plan (PAS 567) (2012) • Sustaining Places Working Group (2012-13) • Comprehensive Plan Sustainability Standards • Comprehensive Plan Designation: Issues and Benefits • Plan Standards Workshop 1: Chicago (2013) • Pilot Communities (2013/14) • Test Communities (2014) • Plan Standards Workshop 2: Atlanta (2014) • Forthcoming PAS Report: Sustaining Places Comprehensive Plans: A How-to Guide (2014)
  • 4. Ten communities participated across the country; two additional cities were “scored” Foxborough was selected as New England pilot community
  • 5.
  • 6. 2010 Population —  Auburn, Washington 71,517 —  Foxborough, Massachusetts 16,865 —  Goshen, Indiana 31,934 —  Memphis/Shelby County, TN 927,644 —  New Hanover County, NC 206,189 —  Oklahoma City, Oklahoma 551,967 —  Rock Island, Illinois 39,018 —  Seattle, Washington 608,660 —  Savona, New York 822 —  Wheeling, West Virginia 28,486
  • 7. 2014 Pilot Communities —  Diverse! range in size from 800 residents to nearly 1 million people —  Geographic differences span the country from east to west —  Plans range in scale from town/city/county/regional —  Differing state laws and plan requirements —  Most communities chosen are at the beginning stages of the plan —  “One community hopes to build on another planning process under way to advocate for the benefits of updating a comprehensive plan that has not been updated for more than 30 years.”
  • 8. Existing Certification or Designation Programs —  State-level programs: §  Sustainable Jersey §  Minnesota GreenStep Cities §  Sustainable Maryland Certified —  STAR communities – Sustainability Tools for Assessing and Rating communities
  • 9.
  • 10. The following slides are from an APA staff person’s conference presentation
  • 11. How Can the Programs Work Together? • APA program sets framework for successful implementation, other certification programs help achieve that vision • Developing and implementing the strategies set forth in the comp plan positions the community for certification at the community level
  • 12. Similarities to Other Certification Programs • Focus on sustainability – take steps to sustain quality of life over the long term • Voluntary programs that recognize leaders in the field • Principles and standards align • Make guidance and resources available to anyone interested • Encourage innovation • Rigorous procedures – meaningful designation • Similar processes: apply, demonstrate how you meet a certain level of standards, have application reviewed, reviewers determine whether to designate/certify and at what level
  • 13. How Does the APA Program Differ? • Designates comprehensive plan (not community as a whole) • Not everything relevant to a state certification program belongs in a comp plan • Not intended for traditional comp plans, but comp plans aimed at sustaining places • Purpose is to serve as the concise, go-to resource for desired content for comprehensive plans for sustaining places • Describes desired content but provides flexibility to design a plan that best meets the needs of each individual community
  • 14. Why Designate Comp Plans? • Assert planning profession leadership in sustaining places • Broaden plan-making practice to include sustainability goals • Improve plan quality through comparison with best practice standards • Encourage local governments to vie for designation
  • 15. Standards Framework Principles: •  Built environment •  Nature •  Economy Processes: •  Participation Attributes: •  Content •  Equity •  Health •  Region •  Implementation —  Characteristics
  • 16. Guiding Principles • Livable built environment • Harmony with nature • Resilient economy • Interwoven equity • Healthy communities • Responsible regionalism
  • 17. Authentic Participation Accountable Implementation •Diverse participation •Transparent decisions •Disadvantaged leadership •Ongoing information •City & neighborhood involvement •Social media use •Involve public in goal setting •Use indicators/metrics •Monitor outcomes & goal progress •Commit resources •Assign responsibilities •Report during budgeting Processes
  • 18. Consistent Content Coordinated Characteristics •Identify strengths, weaknesses, opportunities & threats •Set measurable objectives •Layout future vision •Maps, tables, graphics, & summaries •Comprehensive--cover all relevant topics •Coordinated--vertically & horizontally •Integrated—include other plans’ recommendations •Persuasive-- communicate clearly Attributes
  • 19. How Would Designation Work? Community: Employs standards in plan making Self-scores plan Applies for designation Plan Review: Trained 2-person teams reviews plans Determine plan score Write review narrative APA: Train reviewers Assign plans to be reviewed Report final plan review and score to applicant Maintain database of designated plans
  • 20. Scoring • NA = Not Applicable (not counted against total) • 0 = Applicable but absent • 1 = Low • 2 = Medium • 3 = High Bonus Points – reviewers may assign up to 15 bonus points for outstanding innovation
  • 21. Possible Designation Levels Plan score as % of total applicable practices, processes, & attributes, plus any bonus points: Designated (Basic) = 70% Silver (Medium) = 80% Gold (High) = 90%
  • 22. Changes Made to Program • Added content to application to supplement scoring matrix (added a qualitative component to the process) • Developed a Plan Designation Procedure that provides details on scoring (when to assign a “2” vs. a “1”) • Require community to undertake a self assessment as a part of the application • Development of a “How-to-Guide” PAS Report to help communities through designation process (forthcoming) • Added bonus points for innovation • Added a N/A Category (prevents community from being penalized for practices that do not apply) • Concluded designation needed to be determined by an impartial review team
  • 23. Outstanding Items • Securing reviewers • The specifics of the reviewer training (content, process, timeframe) • Funding to support program • Costs to apply for designation • Organization of plan database and plan resources • Finalize standards and designation program and launch program • What to do if reviewers cannot agree on plan score • How to keep standards relevant over time • Designation Maintenance
  • 24. End of APA materials
  • 25. Thoughts —  Can “one size really fit all?” Urban/rural, very large/ very small —  Are criteria universally applicable? —  Most communities will incorporate sustainability into a “master plan,” not do a stand-alone sustainable community plan. Are APA criteria flexible and malleable enough to fit fifty different state requirements for a master plan?
  • 26. (cont.) —  Process ends with report and score. Should there be the ability to discuss findings or explain conclusions? —  What is the advantage of being designated (other than where it might replace state reviews?) —  To what extent can the principles, processes, and attributes be used without going through designation process? —  Why?
  • 27. contact Sharon Wason, AICP Town Planner Town of Foxborough 40 South Street 02035 508-543-1250 swason@town.foxborough.ma.us