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Winning Open Space Ballot Measures Tom Gilbert © Copyright The Trust for Public Land Winning Open Space Ballot Measures Tom Gilbert © Copyright The Trust for Public Land 1

Overview – TPL’s Conservation Finance Program – Trends in Local Conservation Finance – Steps Overview – TPL’s Conservation Finance Program – Trends in Local Conservation Finance – Steps to Successful Ballot Measures – Adams County Campaign – What Land Trusts Can Do 2 © Copyright The Trust for Public Land

Conserving Land for People The Trust for Public Land conserves land for people to Conserving Land for People The Trust for Public Land conserves land for people to enjoy as parks, gardens, and other natural places, ensuring livable communities for generations to come. TPL Mission Statement With over 400 staff working in 40 offices in six regions, a local TPL office is most likely located near you 3 © Copyright The Trust for Public Land

From Inner City to Wilderness Urban Suburbs Working Lands Natural Lands Heritage Lands TPL From Inner City to Wilderness Urban Suburbs Working Lands Natural Lands Heritage Lands TPL protects places of historic and cultural importance that define our communities and who we are as a people. 4 © Copyright The Trust for Public Land

TPL’s Conservation Services Conservation Vision Helping communities to develop implementation strategies for their open TPL’s Conservation Services Conservation Vision Helping communities to develop implementation strategies for their open space goals. Conservation Finance Helping government partners and communities to create funding for land conservation. Conservation Transactions Helping government partners and communities to evaluate and purchase land. 5 © Copyright The Trust for Public Land

TPL’s Conservation Finance Program • Helps states and communities create funding to protect open TPL’s Conservation Finance Program • Helps states and communities create funding to protect open space, preserve farmland historic sites, and provide parks and recreation • Provides technical assistance to state and local officials and non-profit partners to design and pass conservation finance ballot measures • Is the leading provider of knowledge on conservation finance in the U. S. – Land. Vote, Conservation Almanac, economic and other research 6 © Copyright The Trust for Public Land

TPL’s Conservation Finance Program • Since 1996, we’ve helped pass over 400 ballot measures TPL’s Conservation Finance Program • Since 1996, we’ve helped pass over 400 ballot measures raising $32 billion for parks and open space • TPL’s winning measure success rate is 84% since 1996. 7 © Copyright The Trust for Public Land

Trends in Public Conservation Finance in the U. S. 8 © Copyright The Trust Trends in Public Conservation Finance in the U. S. 8 © Copyright The Trust for Public Land

Public Land Conservation Funding in the United States (1998 – 2005) Local State Federal Public Land Conservation Funding in the United States (1998 – 2005) Local State Federal Total $16 billion $6. 75 billion $1. 02 billion $23. 77 billion Annual Avg. $2 billion $844 m $128 m $2. 97 billion Share 67% 28% 4% State and federal = actual spending Local = spending authorizations Source: TPL Conservation Almanac, TPL Land. Vote Database 9 © Copyright The Trust for Public Land

Who is Creating Funding at the Ballot? Since 1996, Voters Have Approved 1, 348 Who is Creating Funding at the Ballot? Since 1996, Voters Have Approved 1, 348 Open Space Ballot Measures, Authorizing $36. 2 Billion in Conservation Funding* Successful Measures 100% = 1, 348 State Cons. Funds Approved 100% = $36. 2 B 2% County 18% Municipal 77% 40% 36% Special District 3% 2% Analysis of Land Vote data by Peter Szabo for the Doris Duke Charitable Foundation *Note: This does not include legislatively authorized spending programs, such as those in Florida, New York, and Maryland, which were not submitted directly to voters © Copyright The Trust for Public Land 10

State and Local Ballot Measures 2004– 2008 State and Local Ballot Measures 2004 2005 State and Local Ballot Measures 2004– 2008 State and Local Ballot Measures 2004 2005 2006 2007 2008 • 218 • 141 measures • 183 • 99 • 127 measures • 163 measures passed (75%) • 111 measures passed (79%) • 136 measures passed (74%) • 65 measures passed (66%) • 90 measures passed (71%) • $4. 1 billion created • $1. 7 billion created • $6. 7 billion created • $1. 95 billion created • $8. 4 billion created 11 © Copyright The Trust for Public Land

Conservation Measure Passage Rates 12 © Copyright The Trust for Public Land Conservation Measure Passage Rates 12 © Copyright The Trust for Public Land

Election Day: November 4, 2008 • 89 ballot measures; 63 were approved by the Election Day: November 4, 2008 • 89 ballot measures; 63 were approved by the voters • 71% passage rate • Largest Amount Ever: $7. 3 billion in new funds for land conservation • Minnesota Clean Water, Land & Legacy constitutional amendment approved by 56% statewide: $5. 5 billion – largest single conservation measure ever 13 © Copyright The Trust for Public Land

Land. Vote Ballot Measures 1998 - 2008 14 © Copyright The Trust for Public Land. Vote Ballot Measures 1998 - 2008 14 © Copyright The Trust for Public Land

Local Conservation Ballot Measure Summary • Measures on ballot in 44 states – Approved Local Conservation Ballot Measure Summary • Measures on ballot in 44 states – Approved in 41 states • Approval rate nationwide = 77% • PA is among the leaders 15 © Copyright The Trust for Public Land

Pennsylvania Local Conservation Finance Ballot Measure Summary (1988 -2008) • 111 of 138 local Pennsylvania Local Conservation Finance Ballot Measure Summary (1988 -2008) • 111 of 138 local measures approved (80%) raising $1. 04 b • 6 of 8 measures approved in 2008 (75%) • Measures have been passed by 8 counties and 75 Townships • Median “Yes” Vote = 67% • Median Township Measure = $4. 5 m • Median County Measure = $30 m 16 © Copyright The Trust for Public Land

Pennsylvania County Ballot Measure Summary 17 © Copyright The Trust for Public Land Pennsylvania County Ballot Measure Summary 17 © Copyright The Trust for Public Land

Chesapeake Bay Watershed Conservation Finance Effort 18 © Copyright The Trust for Public Land Chesapeake Bay Watershed Conservation Finance Effort 18 © Copyright The Trust for Public Land

 • “Retaining and expanding forests in the Chesapeake Bay watershed is critical to • “Retaining and expanding forests in the Chesapeake Bay watershed is critical to our success in restoring the Chesapeake Bay. Forests are the most beneficial land use for protecting water quality, due to their ability to capture, filter and retain water, as well as absorb pollution from the air. ” Chesapeake Executive Council, September 22, 2006 Source: http: //www. chesapeakebay. net/content/publications/cbp_12604. pdf © Copyright The Trust for Public Land 19

Source: http: //archive. chesapeakebay. net/pressrelease/2007_forest_conservation_initiative. pdf © Copyright The Trust for Public Land 20 Source: http: //archive. chesapeakebay. net/pressrelease/2007_forest_conservation_initiative. pdf © Copyright The Trust for Public Land 20

Source: http: //archive. chesapeakebay. net/pressrelease/2007_forest_conservation_initiative. pdf 21 © Copyright The Trust for Public Land Source: http: //archive. chesapeakebay. net/pressrelease/2007_forest_conservation_initiative. pdf 21 © Copyright The Trust for Public Land

TPL Analysis of the Bay States Examine the potential of local governments to enhance TPL Analysis of the Bay States Examine the potential of local governments to enhance funds forest/land conservation 1. Voter support for increased local spending 2. Examination of local authority, state incentives 3. Assess potential to generate additional funds 22 © Copyright The Trust for Public Land

2007 Public Opinion Survey Results • • • State Date Maryland Jun 27 – 2007 Public Opinion Survey Results • • • State Date Maryland Jun 27 – Jul 3 Pennsylvania October 3 -7 Virginia November 15 -20 Sample 500 500 Registered, active voters 23 © Copyright The Trust for Public Land

Proposed State Enabling Legislation and Matching Funds Should your state legislator vote for a Proposed State Enabling Legislation and Matching Funds Should your state legislator vote for a law giving communities the option to have public votes on tax increases to pay for land conservation and setting aside state matching funds? Maryland Pennsylvania Virginia YES 71% 70% 66% NO 24% 23% 30% 24 © Copyright The Trust for Public Land

Proposal for Local Ballot Measure Would you vote for a 1% increase in the Proposal for Local Ballot Measure Would you vote for a 1% increase in the property tax in your city or county to protect water quality and conserve forest land, open spaces and wildlife habitat, with matching funds from the state? Maryland Pennsylvania Virginia YES 66% 57% NO 29% 35% 37% 25 © Copyright The Trust for Public Land

Compare actual funding estimates from 1998 -2006 to potential with enhancements 26 © Copyright Compare actual funding estimates from 1998 -2006 to potential with enhancements 26 © Copyright The Trust for Public Land

Ballot Measure Basics 27 © Copyright The Trust for Public Land Ballot Measure Basics 27 © Copyright The Trust for Public Land

Critical Steps for a Successful Ballot Measure Step 1 Step 2 Step 3 Step Critical Steps for a Successful Ballot Measure Step 1 Step 2 Step 3 Step 4 Step 5 Feasibility Research Public Opinion Survey Program Recommendations Ballot Language Campaign 28 © Copyright The Trust for Public Land

Step 1 – Feasibility Research Conservation programs & priorities Finance options Fiscal capacity Political Step 1 – Feasibility Research Conservation programs & priorities Finance options Fiscal capacity Political profile Election history Election requirements Ballot language requirements Opposition analysis Best practices (ballot language) 29 © Copyright The Trust for Public Land

Adams County Feasibility Study 30 © Copyright The Trust for Public Land Adams County Feasibility Study 30 © Copyright The Trust for Public Land

Step 2 – Public Opinion Survey • Reality test- what will voters support? • Step 2 – Public Opinion Survey • Reality test- what will voters support? • Perspective- what matters to them? • Messages- what resonates with them? • Messengers- who is influential? 31 © Copyright The Trust for Public Land

Polling Overview - Methodology • Professional pollsters, telephone survey • Random - Not self-selected Polling Overview - Methodology • Professional pollsters, telephone survey • Random - Not self-selected • Sample - Representative slice of population • Voters - People who are likely to vote 32 © Copyright The Trust for Public Land

Polling Overview - Polling Goals • Affordable proposal- source & amount • Compelling purposes- Polling Overview - Polling Goals • Affordable proposal- source & amount • Compelling purposes- uses of funds • Accountability provisions- independent audit, citizen oversight committee, etc. 33 © Copyright The Trust for Public Land

Findings from a survey of 500 likely voters in Adams County Bob Carpenter, Vice Findings from a survey of 500 likely voters in Adams County Bob Carpenter, Vice President American Viewpoint, Inc. June 2008 300 North Lee Street, Suite 400 · Alexandria, Virginia 22314 · 703. 684. 3325 · FAX 703. 684. 9295 34 © Copyright The Trust for Public Land

Key Poll Findings 1. Strong support for a $10 million bond issue exists. Ø Key Poll Findings 1. Strong support for a $10 million bond issue exists. Ø Initially, voters favor it by a margin of 58% to 28%. Ø When the price of $17. 32 per year for the owner of a $200, 000 house is introduced, voters continue to favor the bond by a margin of 52% to 40%. Ø Following descriptions of the types of projects this bond will finance as well as proponent and opponent statements about the bond, voters favor it by a margin of 60% to 31%. 2. Voters are more favorable to the bond issue with an annual public audit. Secondarily, they like that only land from willing sellers will be purchased. 3. Protecting water sources is also very important to these voters, followed by protecting wildlife habitat and protecting farmland. 4. The most persuasive argument in support of the bond issue is the responsibility to our children and grandchildren. 35 © Copyright The Trust for Public Land

86%-9% 79%-15% 79%-17% 76%-16% 69%-26% 58%-37% 36 © Copyright The Trust for Public Land 86%-9% 79%-15% 79%-17% 76%-16% 69%-26% 58%-37% 36 © Copyright The Trust for Public Land

Step 3 – Program Recommendations Funding Source Amount (and duration) Purposes/Uses of Funds Accountability Step 3 – Program Recommendations Funding Source Amount (and duration) Purposes/Uses of Funds Accountability Measures Timing (choice of election date) 37 © Copyright The Trust for Public Land

Adams County Program Recommendations Source- bond measure Amount- $10 million Purposes- water, wildlife habitat, Adams County Program Recommendations Source- bond measure Amount- $10 million Purposes- water, wildlife habitat, farmland, open space, recreation Accountability Measures- annual public audit, land purchased from willing-sellers only Timing- Nov. 2008 General Election 38 © Copyright The Trust for Public Land

Step 4 – Ballot Language Legal Constraints Best Practices Integrate Survey Findings Negotiate with Step 4 – Ballot Language Legal Constraints Best Practices Integrate Survey Findings Negotiate with public attorney, bond counsel 39 © Copyright The Trust for Public Land

Ballot Language Checklist Meets Legal Standards Includes Benefits Presents Costs in Understandable Ways Includes Ballot Language Checklist Meets Legal Standards Includes Benefits Presents Costs in Understandable Ways Includes Accountability Provisions Includes a Title 40 © Copyright The Trust for Public Land

Adams County Ballot Language Adams County Water and Land Protection Referendum Shall Adams County Adams County Ballot Language Adams County Water and Land Protection Referendum Shall Adams County incur debt in sum not to exceed ten million dollars for the purposes of financing land conservation for the protection of drinking water sources, water quality of streams, wildlife habitat, farmland, open space and recreation lands for future generations be authorized to be incurred as debt approved by the electors, with lands preserved in cooperation with willing sellers, and an annual independent audit of how funds are spent? YES 75% 41 © Copyright The Trust for Public Land

Step 5 – Campaign committee Fundraising Endorsements Communications (media) • Earned media • Campaign Step 5 – Campaign committee Fundraising Endorsements Communications (media) • Earned media • Campaign literature • Direct mail • Paid media Election Day visibility, GOTV 42 © Copyright The Trust for Public Land

Adams Campaign Budget Campaign Manager Main Headquarters Phones, Supplies (printing/postage), Equipment Polling Media Direct Adams Campaign Budget Campaign Manager Main Headquarters Phones, Supplies (printing/postage), Equipment Polling Media Direct mail: 6 pieces @ 41 ¢, 37, 203 households Website Phones Two recorded phone calls: 20, 000 households @ 10¢ each Other Contingency Legal (TPL 501 c 4 staff attorney) TOTAL CAMPAIGN BUDGET In-Kind $1, 000 Completed $91, 420 $5, 000 $4, 000 $10, 000 In-kind $111, 420 43 © Copyright The Trust for Public Land

Adams Campaign • Strong campaign committee- LCAC, TNC, TCF, TPL • Five direct mail Adams Campaign • Strong campaign committee- LCAC, TNC, TCF, TPL • Five direct mail pieces to 23, 000 households ($51 K) • Message about water, quality of life, future generations • “For about the cost of a cup of coffee a month” • Earned media (press, editorials, letters) • Endorsements (Farm Bureau, Garden Clubs, etc. ) • Volunteers/info at polling places 44 © Copyright The Trust for Public Land

What Land Trusts Can Do • Contribute funds to campaign committees • Participate in What Land Trusts Can Do • Contribute funds to campaign committees • Participate in campaign committees • Provide in-kind contributions to campaigns (staff time, other resources) • Endorse ballot measures • Educate the public, their membership 45 © Copyright The Trust for Public Land

Conservation Finance Services Available from TPL • Feasibility Research • Public Opinion Surveys • Conservation Finance Services Available from TPL • Feasibility Research • Public Opinion Surveys • Program Recommendations • Ballot Language • Campaign Assistance • Campaign Finance Law • Campaign Strategy • Direct Mail, Communications 46 © Copyright The Trust for Public Land

Resources Available- www. tpl. org 47 © Copyright The Trust for Public Land Resources Available- www. tpl. org 47 © Copyright The Trust for Public Land

THANK YOU! Tom Gilbert Regional Conservation Services Director The Trust for Public Land 741 THANK YOU! Tom Gilbert Regional Conservation Services Director The Trust for Public Land 741 Grenoble Rd. Jamison, PA 18929 215 -343 -1110 tom. [email protected] org 48 © Copyright The Trust for Public Land