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12/5/2011 1 Transportation Tuesdays Second in webinar series for transit CEOs & board members on economic sustainability – December 6, 2011 Election Returns: Sustainable Public Transportation Economics Alison A. Hewitt Jason Jordan Peter Varga Art Guzzetti Election Returns: Sustainable Public Transportation Economics Lessons, strategies, and messages that made the difference Alison A. Hewitt Chair, APTA Transit Board Members Committee Chair, Hillsborough Area Regional Transit, Tampa, FL Election Returns: Sustainable Public Transportation Economics Lessons, strategies, and messages that made the difference Art Guzzetti APTA Vice President-Policy, Washington, DC Election Returns: Sustainable Public Transportation Economics Lessons, strategies, and messages that made the difference Jason Jordan Director, Center for Transportation Excellence, Washington, DC Supporting Transit at the Ballot Box December 6, 2011 Transportation is on the Ballot Every Year Nearly 400 measures with a transit component since 2000 Election years remain more popular for ballot measures

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12/5/2011

1

Transportation TuesdaysSecond in webinar series for transit CEOs & board members on

economic sustainability – December 6, 2011

Election Returns: Sustainable Public Transportation Economics

Alison A. Hewitt

Jason Jordan

Peter Varga

Art Guzzetti

Election Returns:Sustainable Public Transportation Economics

Lessons, strategies, and messages that made the difference

Alison A. HewittChair, APTA Transit Board Members CommitteeChair, Hillsborough Area Regional Transit,Tampa, FL

Election Returns:Sustainable Public Transportation Economics

Lessons, strategies, and messages that made the difference

Art Guzzetti APTA Vice President-Policy, Washington, DC

Election Returns:Sustainable Public Transportation Economics

Lessons, strategies, and messages that made the difference

Jason JordanDirector, Center for Transportation Excellence,Washington, DC

Supporting Transit at the Ballot Box

December 6, 2011

Transportation is on the Ballot Every Year

• Nearly 400 measures with a transit component since 2000• Election years remain more popular for ballot measures

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Transit Finds Continued Success with Voters

• Success rate for last four years has been above the long-term average• Transit ballot measures are more than twice as successful as ballot measures

generally

Ballot Measures by Type2000 - 2011

Winning % by Type of Measure2000-2011

Red vs. BlueTransportation Ballot Measures Cross the Partisan Divide

RED• 42% of measures (13) were in

regions that voted primarily for Republican candidates.

• 69% of measures (9) were approved.

• Slightly fewer measures on ballots in right-leaning regions, but voters support them at a rate on par with the 10-year average.

Blue• 58% of measures (18) were in

regions that voted primarily for Democratic candidates.

• 77% of measures (14) were approved.

• Slightly more likely to go to the ballot with transportation issues; approval rate above average for the day.

31 transportation measures on the November 2 ballot

Challenging Climate, Positive Results

2011 Wins: 22Losses: 6Total: 28Success Rate: 79%States: 5

2010 Wins: 44Losses: 13Total: 57Success Rate: 77%States: 19

2010–2011: Voters approve $1.03 billion in annual funding at the ballot box

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Headlines & Highlights: St. LouisRaleigh / DurhamWashingtonBay Area, CAMichiganCincinnati

St. Louis, MOMultiple attempts at ballot boxApril 2010: voters finally approve half-cent sales tax increase to maintain bus service and expand light railGenerates approximately $75 million annuallyGOTV nearly doubles average special election turnout

St. Louis Supporting Transit North Carolina

Mecklenburg County votes against repealing a half‐cent transit sales tax in November 2007.

Durham County leads the way on a half‐cent sales tax when 60 percent of voters approve in November 2011.

67 percent of voters in Raleigh approve a $40 million transportation bond.

Election Day 2011Washington

Clark County: Voters approved a 0.2 percent sales tax increase to raise an estimated $8‐$9 million annually for C‐TRAN. Cuts of up to 35 percent were possible without passage. 

Initiative 1125:This sought to give the Legislature authority to set tolls, limit use of toll revenue to only maintenance of road tolled, and prevent light rail from running on the I‐90 floating bridge.

Seattle:  Voters rejected a $60 car‐tab fee that was designed to raise an estimated $204 million annually:• 49% would go to transit• 29% to road maintenance • 22% to bike/ped infrastructure.

Washington11 measures in the past four yearsMore than 72 percent successMostly sales tax increases

One vehicle fee measureOne anti‐tolling measure

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2010 – 2011Election HighlightsCalifornia

Vehicle Fees in Bay AreaFive out of seven counties approved $10 vehicle fee increases to support local transportation projects.• Counties that approved: Alameda, Marin, San 

Francisco, San Mateo, and Santa Clara.• Contra Costa and Sonoma Counties did not approve.

30/10 Initiative in Los Angeles• Los Angeles County voters approved Measure R—a half‐cent 

sales tax for transportation projects—in November 2008.• The original plan was to complete projects over 30 years, but 

the 30/10 Initiative is designed to accelerate construction of 12 projects to be complete in 10 years.

California Con’t:Statewide Measures

Voters send conflicting messages on statewide measures in November 2010

• Prop 22 ‐ Prohibits the state from raiding local transportation, safety and other funds

• Prop 25 ‐ Reduces the two‐thirds requirement to a simple majority for the Legislature to approve the budget

• Prop 26 ‐ Requires a two‐thirds supermajority in the Legislature to pass many fees that could previously have  been enacted by a simple majority vote. 

What does this mean for 2012 and beyond?• Petition drive to lower referendum approval 

threshold to 55 percent for certain tax measures• Efforts to alter initiative process

Ohio & Michigan

OhioAnti‐streetcar charter amendments in CincinnatiSales tax measures in Lorain, Stark, Mahoning, and Summit CountiesProperty tax measures in Toledo and Trumbull, Jefferson, and Belmont Counties

MichiganLocal property tax measures appear     on ballots almost every yearHighly successful:

88 percent success in 201190 percent success in 2010

Hallmarks of Successful CampaignsEarly Steps…

• Clear & Specific— "What's in it for me?” “What are we ‘buying’?”

• Messengers & Champions—Well‐known, public or private sector figures can be valuable assets.

• Polling and Research—Identify voters’ values and concerns; level of funding they can support.

• Fundraising—Start early!• Know the Local Politics—Manage 

timing, reputations, and other issues.• Coordination – Plan for smooth 

collaboration with the agency, coalition and campaign.

• Messaging matters.

…Keep Going• Strong coalition—Organize support 

from allies, grassroots, and business. 

• Respond to critics—Be prepared for criticism and address it directly.

• Stay on message—Don’t let criticisms distract voters.

• Incorporate new tools & tactics—New media, aggressive field ops

• It’s a campaign. Run it like one.

Message Matters• The Value to Me

“Some of us use transit,   all of us need it.”

• Local Values• Use of Champions

• Turning the Tables on Taxes

• Reputation Management

• Specific, Targeted

2012 Election OutlookSelected confirmed & likely measures:

• Atlanta: Regional 1% sales tax; $6.1B total with 51.5% for transit • Orange & Wake Counties, NC:  Sales tax increase for local and regional service• Alameda County, CA:  Extension of Measure B sales tax with possible temporary 

increase

• Marin & Sonoma Counties, CA:  Effort underway by SMART opponents to get a measure on ballot to repeal tax approved in 2008

• San Francisco, CA:  Considering various ballot options to contend with major budget cuts

• Denver, CO:  Sales tax increase to complete FasTracks on time.

• Baton Rouge, LA:  Financing for local transit system• Idaho statewide:  Measure asking voters for local authority to go to the ballot 

with transportation finance measures

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Jason [email protected]

Find CFTE On:

Election Returns:Sustainable Public Transportation Economics

Jason JordanDirector, Center for Transportation Excellence,Washington, DC

Election Returns:Sustainable Public Transportation Economics

Peter VargaMember, APTA Board of Directors Chief Executive Officer, Interurban Transit

Partnership (The Rapid), Grand Rapids, MI

Fifty Percent Plus 136

Planning for Local Ballot Initiatives

Ballot Measure History• The Rapid (ITP) officially formed in 2000 after a majority of 

voters in the six city service area voted to join a regional taxing authority

• This initial millage was followed by two additional successful millages in 2003 and 2007

• In 2009, a millage request was defeated by less than 1,300 votes (out of 28,000+)

– The 2009 effort would have raised funds exclusively for a Bus Rapid Transit project that served 3 of the 6 cities in the service area

May 3, 2011

• On May 3, 2011, voters in the metropolitan Grand Rapids area served by The Rapid (Interurban Transit Partnership) approved a property tax millage renewal and increase – 50.2% Yes, 49.8% No– 34,432 votes cast– 136 vote margin of victory

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The Transit Master Plan

• Following the unsuccessful millage in 2009, a new strategy was adopted

• The Rapid formed the “Mobile Metro 2030 Task Force” to guide the development of a new 20 year long range plan– 30 member task force representing the entire service area– Community business leaders, non‐profit advocates, higher education professionals, members of the faith community, etc.

Planning Process

• The task force met monthly for approximately one year– Guided by a consulting team, the task force prioritized service enhancements and expansions, reviewed multiple future planning scenarios, and eventually voted to adopt a comprehensive 20 year vision 

• This process provided a contrast from the 2009 millage proposal – Visible focus on planning input from high‐profile community leaders and citizens at large

Reframing the Message

• The Transit Master Plan provided a very specific set of outcomes to present to the voters– The 2009 millage effort was characterized by opposing forces as a “federal money grab” and a “boondoggle”

– The Transit Master Plan presented an opportunity to reverse this dialogue by championing a plan that was developed by “the people”

Education and Outreach

• Previous Election Analysis• Targeting• Timeline• Prioritization• Messaging• Outreach 

Telling the Story• Arm your advocates and supporters with a simple narrative based on the facts and benefits of your proposal– Depending on your agency’s capacity, divide and conquer as many outreach opportunities as possible (i.e. Chamber(s) of Commerce, neighborhood associations and business organizations, local city councils and commissions, student groups, economic development groups, local elected officials, etc.)

– Identify opportunities to spread your message: newsletters, organizational email blasts, collateral materials for 3rd party distribution

Media Outreach

• Assess existing relationships and conduct outreach/briefings as necessary.

• Err on the side of “over‐education.”• Provide an accessible, credible, fact‐based resource for reporters.

• Identify opportunities for positive media coverage that highlight third‐party validation of your agency.

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Educational Materials

• Focus on message discipline– Simplicity– Poll tested– Positive– Tailor to your audience– Diffuse opposition without engaging directly

Campaign and Opposition

• Coordination with a “vote yes” campaign is illegal– However, a “vote yes” campaign has the same right to information as a “vote no” campaign

• i.e. Freedom of Information Act (FOIA) requests

• Be proactive: don’t let the opposition frame the debate, and let the “yes” campaign do the fighting for you

The Rapid’s EducationalMaterials

The Rapid Reporter

Newspaper‐style publication issued 2‐3 times per year

Transit Master Plan BrochureThis document summarizes the highlights of the Transit Master Plan (TMP).

The focus of this brochure is the TMP process, proposed service enhancements, and cost/service efficiencies.

It is an 8.5”x 11” tri‐fold that served as the ‘folder’ for the following materials.

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Depending on your demographics, multi‐lingual materials may be necessary.

RapidYes Campaign Materials

Door to Door Literature

Front Back

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Absentee Voter Mailer

Front

Back

Micro‐targeted Mailers

Generic Back

Micro‐targeted Mailers

Environmental Front

Environmental back

Youth Front

Youth back

Yard Sign

Social Media/Guerilla Marketing

This incredibly simple design took on a personality of its own and served as a social media share pic, a lapel button, t‐shirt logo, and customizable icon. 

A Note about Social Media

• Make sure agency postings are neutral.• Allow discussion to happen, even if it is not positive.  We saw many of our supporters actively engage on our profile and others.

• Establish community guidelines and enforce them.

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Peter VargaCEO 

The Rapid 300 Ellsworth Ave SW 

Grand Rapid, MI 49503

[email protected]

Election Returns:Sustainable Public Transportation Economics

Lessons, strategies, and messages that made the difference

Alison A. Hewitt

Jason Jordan

Peter Varga

Art Guzzetti

Transportation TuesdaysSecond in webinar series for transit CEOs & board members on

economic sustainability – December 6, 2011

The audio and PowerPoint®for today’s webinar will be available at

www.apta.com under “Resource Library” (top of home page) –

“Professional Development” –“APTA Webcasts, Webinars & Online Training”

http://www.apta.com/resources/profdev/webinars/Pages/default.aspx

Transportation TuesdaysAPTA Executive/Board Webinar Series on

Economic Sustainability

Eight Webinars November‐through‐June (2‐3 p.m. Eastern)

•November 8, 2011:  Congestion reduction charge & property tax millage 

•December 6, 2011:  Election results 

•January 17, 2012:  Financing tools

•February 7, 2012:  State commissions 

•March 6, 2012:  Public‐private partnerships 

•April 10, 2012:  Naming rights and other miscellaneous revenue sources

•May 15, 2012:  Value capture

•June 19, 2012:  Road tollsAPTA reserves the exclusive right to revise the program and dates.