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ALI-ABA Annual Land

Use Institute

Defensible Moratoria



Dwight H. Merriam, FAICP,CRE

Tahoe-Sierra Preservation Council v. Tahoe

Regional Planning Agency









…The Nutshell Version…

 Is a 32-month moratorium a facial (per se) taking?

 Moratorium imposed on residential development in

most sensitive areas while the planning agency

developed a plan to save the lake from further

damage by stormwater runoff

 1980 Compact

 Regional plan adopted 1984 – 32 months later

 750 property owners, four time periods of claims,

several district court decisions, three Ninth Circuit

decisions

 22 years of no development

 “10 or 15 minutes” is claimed to be a compensable

taking

Essentially a Relevant Parcel Case

 The numerator-denominator problem

 Justice Stevens’ dissent in First English

 Physical, functional, temporal

…And the Decision Was a Narrow

One

As Justice Stevens put it:

[i]n rejecting petitioner’s per se rule, we do

not hold that the temporary nature of a land-

use restriction precludes finding that it effects

a taking; we simply recognize that it should

not be given exclusive significance one way

or the other.

The Court Expressed Support

for Moratoria

The interest in facilitating informed

decisionmaking by regulatory agencies

counsels against adopting a per se rule that

would impose such severe costs on their

deliberations. Otherwise, the financial

constraints of compensating property owners

during a moratorium may force officials to

rush through the planning process or to

abandon the process altogether.



To the extent that communities are forced to

abandon using moratoria, landowners will

have incentives to develop their property

quickly before a comprehensive plan can be

enacted, thereby fostering inefficient and ill-

conceived growth.

 Not a categorical take

 Planning is essential

 But what they didn’t decide….

 What about as-applied takings?

 What moratoria are defensible?

 Does whole parcel rule rule?

 Whither goes the “fairness and justice”

debate?

Defensible Moratoria

Six Major Factors



1. Authority to enact moratoria

2. Duration of the moratorium

3. Public interest intended to be served

4. Burden on the private property owner

5. Extent of other economic uses of the

property during the moratorium

6. Availability of local administrative relief

Authority to Enact Moratoria







Better to have it than not.

Duration of the Moratorium









Shorter is better.

Public Interest Intended to be

Served









Life safety and other heavy

weight objectives are best.

Burden on the Private Property

Owner









Make it is small as you can.

Extent of Other Economic Uses of

the Property During the

Moratorium







Preserve as much as you can.

Availability of Local

Administrative Relief









Try local procedures.

So, How Do You Do It?

Within the authority of your enabling legislation,

express or implied, you may enact a defensible

moratorium for a critical public purpose if you

narrowly tailor the moratorium and limit its duration

to the shortest period possible, while minimizing the

burden on the private property owner in part by

maintaining as much use of the property as

possible, ultimately relying on local adjudicatory

relief for those few special cases….



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