A Campaign for Transit: Getting to Yes in Ohio Executive Summary Greater Ohio Policy Center & Erica Spaid June 1, 2010 The Time is Ripe to Raise Awareness and Funding for Transit After intensively evaluating the feasibility of undertaking a winnable transit campaign, the Greater Ohio Policy Center concludes that the moment is now to launch a statewide transit funding campaign in Ohio. We request an amount of up to $300,000 from the Rockefeller Foundation to fund an initial pre-campaign education and coalition-building phase of the Ohio 2012 Transit Campaign that will ultimately leverage a winning ballot initiative. We view this investment as “seed money,” that much like venture capital, is invested based on the presence of important indicators of success and that has the ability to leverage huge rewards for Ohioans, in terms of increasing transit funding and leveraging victories in other transit debates currently happening in the state. The Ohio 2012 Transit Campaign Phase One consists of a comprehensive and all-encompassing education and coalition-building campaign that builds on regional projects and economic need, and leverages an emerging reform mentality among voters. Phase Two will focus on galvanizing support for the targeted policy change—a ballot initiative that amends the state constitution to raise state transit funding. Throughout this assessment period, Greater Ohio uncovered both political and economic indicators of the potential for campaign success. In the area of building political will, we witnessed widespread pent-up energy and demand from a range of constituencies around Ohio for transit. It was evident at a coalitionbuilding convening we hosted for transit-interested groups, was reiterated throughout ongoing “kitchen cabinet” meetings with key stakeholders, and also observed in the momentum of localized organizing efforts in parts of the state affected by service cuts and fare increases. The campaign plan we propose will merge these local organizations, coalitions and efforts to form an unprecedented statewide coalition to raise awareness about the role transit can play in community and economic revitalization and ultimately sway voters to support increasing transit funding. Throughout this research phase, we also discovered receptivity to our message from members of the business community and state legislature who are open to our ideas but want to see more evidence. This initiative will provide that. In addition to signs of mounting political will, there are several economic and demographic trends aligning that form an unprecedented climate for such an effort. These include: • Ohio’s recent ARRA award for an intra-state passenger rail line • Service cuts and fare increases in nearly every major transit district • Population projections indicating that one in four Ohioans will be 60 or older by 2030 and face pending mobility issues • Poll results and several recent winning regional transit funding measures reveal bright spots of receptivity among Ohio voters that will be stoked through the first phase of a comprehensive education and outreach effort • Several proposed capital projects being debated in the state, including streetcars in Cincinnati, light rail in Columbus, and intrastate high speed rail • State legislators working to incorporate the CNT Housing + Transportation paradigm, which looks at the true cost of housing based on location and transportation costs, into statewide policy making • Ohio’s status as a battleground state in the 2012 Presidential Election provides an opportunity to engage national candidates on this issue and a means to foster a national transit dialogue • Expanded transit opportunities being increasingly viewed by policy makers, local leaders and residents as one of four crucial elements that drive prosperity in a paradigm that offers an antidote to Ohio’s long-term economic woes Greater Ohio Policy Center - A Campaign for Transit: Getting to Yes in Ohio – Executive Summary 1 Ohio is currently poised to embrace a new economic paradigm. After a long love affair with the automobile and cheap energy, many leaders and citizens of Ohio have recognized that continuing status quo transportation and development policies will not position the state to prosper and will only erode Ohio’s economic future. There are currently several sophisticated and viable efforts underway in Ohio to address this situation, but this initiative is constructed to leverage these efforts, bring them to scale and provide the momentum to move the state into a new era of prosperity. Primary Campaign Goal: Raise $250 Million Annually The primary goal of the Ohio 2012 Transit Campaign is to raise $250 million annually for transit capital and operations through a quarter percent addition to the state sales tax. 1 Increasing funding to this level and providing a dedicated funding source that adjusts to inflation is a game-changer for public transportation in Ohio, representing an increase of 25 times current funding levels, as shown in Figure 1. Figure 1 - Current vs. Proposed Annual Transit Funding Levels Every transit agency in the state will benefit from increased funding and ninety percent of the state’s population resides in the counties that will receive new funding (Figure 2). The new funding will: $275,000,000 $250,000,000 $225,000,000 $200,000,000 $175,000,000 $150,000,000 $125,000,000 $100,000,000 $75,000,000 $50,000,000 $25,000,000 $Current Proposed Annual Funding • Eliminate the need for fare hikes and stabilize the state’s public Figure 2 – Location of Proposed New Investment, by County transportation systems that have experienced funding cuts for the last ten years. • Expand service throughout the state and fund new rail and streetcar projects based on competitive scoring measuring economic, social equity, and environmental benefits. • Cleveland Toledo Youngstown Akron Canton Create incentives for TOD and transitsupportive land uses around stations. Columbus Dayton • • 1 Allow investment in new, energyefficient bus fleets. Counties that will receive an increase of funding Cincinnati Reduce sprawl and provide other land use planning improvements. Counties with no transit service Location targeted for new capital investment Equal to a $0.25 cent increase in the current state sales tax rate. Greater Ohio Policy Center - A Campaign for Transit: Getting to Yes in Ohio – Executive Summary 2 Equity & Transit Oriented Development: A Central Focus of New Revenue The revenue from the sales tax will also promote transit-oriented, mixed use, and mixed-income development around stations. We will allocate: • • 1 percent of revenue for station-area planning efforts 3 percent of revenue to form an infrastructure loan fund Station area planning monies will ensure that cities along new transit lines are well-positioned to generate ridership and capture economic development benefits. An infrastructure loan fund will help unleash the market potential of sites on the proposed transit lines and facilitate transit oriented development by providing low- or zero-interest loans to fund infrastructure investments needed to leverage private development along the line. Projects seeking funding will compete based on economic, environmental, and social equity criteria. To further ensure that equity remains a strong and ongoing component of the campaign and the benefits of the new funding stream are inclusive, we are partnering with the NAACP, Coalition on Homelessness and Housing in Ohio (COHHIO), Local Initiatives Support Corporation, Ohio CDC Association, and Enterprise Community Partners, among others. Two-Phased Campaign Strategy Greater Ohio has concluded that a two-phased approach is an essential part of our campaign strategy. By launching an initial education and outreach phase in the first eighteen months of the Ohio 2012 Transit Campaign, we will work with and grow an emerging diverse statewide transit coalition, coalesced by Greater Ohio, that is seeking a transit leader around which to rally. During the outreach phase, we will unleash additional support for transit, lay the groundwork for a successful ballot initiative, and earn shortterm victories for the coalition by lending vocal support to several transit projects currently under consideration in Ohio. See Figure 3 for the campaign timeline. Phase One – Education, Outreach, and Building Support During this crucial phase, we have two objectives: (1) build a platform for advancing public understanding of transit in Ohio and (2) lay the groundwork for Phase Two. We will continue coalitionbuilding and conduct outreach to business and community leaders, elected officials, and other key stakeholders. The campaign will also orchestrate an ambitious speakers series, new media and web presence, and earned media campaign to spread our message and educate Ohioans on the value of transit. To prepare for the electoral phase, we will hire key staff, fundraise, and conduct polling to begin establishing voter targets. Measurable metrics for the success of Phase One goals are discussed in more detail in the campaign plan. Phase Two – Running a Winning Ballot Initiative Phase Two will start with a signature gathering effort to put the initiative on the ballot. This will involve a massive direct-voter-contact field effort focused on eight critical regions but with reach throughout the state. Field staff will build and manage the volunteer base, deploy speakers, earn local media, and manage comprehensive get out the vote efforts. This phase will also feature a substantial, strategic paid media component, robust earned media, and a new media strategy. In addition, it will include public opinion and demographic research and voter mapping to strategically target field efforts and messaging. Greater Ohio Policy Center - A Campaign for Transit: Getting to Yes in Ohio – Executive Summary 3 Figure 3: Campaign Timeline and Milestones July 2010 Phase One – Education, Outreach, and Support-Building Phase Two – A Winning Initiative 2011 2010 Poll & Focus Groups Campaign Chairs and Honorary Chairs are On Board Hire Campaign Manager and Communications Director Hire Field Staff Paid Media Launched (runs for final 12 weeks) Start Petition Drive GOTV Begins (runs for 30 days) Baseline Poll LAUNCH FORMAL CAMPAIGN • Recruit campaign manager and communications director • Fundraise for remaining Phase One funds • Begin speakers series • Speak at coalition members’ events and outreach to their members • Establish volunteer pool • Establish campaign structure, including staffing, fundraising plan, refined field plan and targets, etc. • Launch outreach/education program Fundraise for campaign • Launch communications/media shop • Mobilize coalition around existing transit debates • Gather major endorsements • Administer mini-grants to transit authorities Greater Ohio Policy Center - A Campaign for Transit: Getting to Yes in Ohio – Executive Summary November 2012 2012 Write Ballot Language Complete Finance Plan Hire Coalition Coordinator and Finance Director January 2012 • Train field staff • Launch local organizing in ELMAs • Volunteer direct voter contact begins • Major earned media events begin • Focus groups • Early ads • Ongoing fundraising • Ongoing direct voter contact • Test paid media • Direct mail (final 6-8 weeks) • Ongoing fundraising 4 Continuing to Build a Diverse Coalition Greater Ohio developed this proposal in consultation with a broad coalition that includes: transit directors; MPO executives; connected political advisors; a network of transit professionals from around the state; and stakeholders from business, environmental, disability, and agricultural interests. A major objective of Phase One is to continue to expand the breadth and depth of this coalition. During the campaign, we expect key support from: Ohio Business Roundtable, Ohio Contractors Association, Ohio Convening Stakeholders in Columbus, January 2010 Hospital Association, Ohio Chamber of Commerce and local chambers of commerce, NAACP, The Ohio State University, Inter-University Council, Ohio Public Transit Association, and the Ohio Farm Bureau. Campaign Budget and Funding Sources The total budget for both phases of the campaign is $12 million—$1 million for Phase One and $11 million for Phase Two. During Phase I, we will target fundraising efforts at businesses around Ohio, many of whom have provided financial support to transit campaigns in the past. These include: Nationwide Insurance, The Cleveland Clinic, PNC Bank, University Hospitals, Forest City Enterprises, KeyBank, P&G, and Medical Mutual. Additionally we will target: The Limited Companies, Kroger, JP Morgan Chase, and Meijers. We also plan to seek additional philanthropic support from several foundations within Ohio and around the country, including: The Gund Foundation, John D. and Katherine T. MacArthur Foundation, and Lewis Family Foundation. Funding Request As mentioned earlier, we ask the Rockefeller Foundation to provide $300,000 to launch Phase One. We believe strongly that this “seed money” will reap high returns, resulting in permanent and deep-seated transformation of attitudes toward transit in Ohio and lay the foundation for game-changing advances in how transit is funded here. With this commitment, we believe we can leverage the balance of the $1 million ($700,000) needed for the educational phase by the Spring 2011. Once we have demonstrated our effectiveness, we will return to the national funders with an opportunity to support the ballot phase. Seed funding from national funders will formalize a statewide transit coalition that will impact current and future transit debates in the state. There are several efforts that a fully-realized coalition can influence today, including proposals for a streetcar in Cincinnati, light rail in Columbus, and statewide high speed rail. Such a coalition will also be instrumental in holding the Ohio Department of Transportation (ODOT) accountable to their recent commitment to more adequately fund multi-modal transportation. And ultimately, foundation capital will leverage a campaign to increase transit funding in Ohio by 250 times current levels, greatly increasing service options and opening the door to new fixedguideway systems. Because of Ohio’s population, the 7th largest state in the nation, better transit service in Ohio means improved transit options for millions of people and a significant step toward a more prosperous future for the state. 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