Bill Text
The previous version of this package was based on the Florida Forever
bill. Florida Forever is still, perhaps, the most comprehensive,
well-funded, aggressive land conservation program in the country.
In this updated package, we feature, in addition to the omnibus
Florida Forever bill, exemplary programs in four other states. Please
find below an overview of the process of creating and operating
a conservation funding program, and examples of innovative and successful
programs in five states.
An effective conservation program will:
- Utilize viable, long-term funding sources;
- Include provisions for matching funds from local governments
and nonprofit organizations;
- Require an objective panel of conservation professionals to
review project proposals;
- Apply the best available scientific information and technology
to identify resource lands that are most important, the potential
threats to these lands, and areas in which preservation goals
can be maximized;
- Establish a process for collaboration and coordination among
state and local land conservation programs with the goal of linking
conserved lands into a network beneficial to habitat and natural
resource protection;
- Allow for an appropriate level of public access to protected
lands;
- Provide levels of resource protection in addition to outright
acquisition, such as easements and rights-of-first-refusal; and
- Invite the conservation expertise of local governments, nonprofit
organizations and, sometimes, private citizens.
The Process
1. A review board is created.
A board or council consisting of any manageable number (9 is common)
of objective representatives from a variety of backgrounds and affiliations
is selected. Usually, they represent differing state agencies with
a vested interest in the natural environment. The governor may opt
to appoint additional members should supplementary expertise be
needed.
Review Boards in Some States
Typically, land acquisition review boards consist of members from
state offices such as community affairs, environmental protection,
forestry, agriculture, fish and game/fish and wildlife, finance,
and the department of state. Board members are usually not elected
officials, but there are exceptions, such as the bipartisan Legislative
Commission on Minnesota Resources.
Review boards in a few states:
2. Criteria for reviewing project proposals is established.
While each state’s council or board is responsible for creating
a set of criteria by which they review project proposals, some general
guidelines to follow might include:
- Placing priority on projects priced below appraised value;
- Placing priority on areas where matching funds are available;
- Placing priority on funding local governments who have created
local growth management plans;
- Placing priority on areas that complete or encompass full ecosystems;
and
- Placing priority on areas harboring endangered species.
3. Funding sources are identified.
There are many funding sources states use to finance land conservation.
Some of these sources are listed below:
Municipal Bonds
Municipal bonds are one of the most common and sizable sources
of conservation funding. The Florida Forever program stands out
as an example of a stable and effective habitat acquisition program
funded by bonds. It requires that protection of the integrity of
ecological systems and habitat form the basis of the state’s
land acquisition programs. Approximately, $105 million per year
is generated through bond issuances.(1)
In California, between 2000 and 2002, voters approved approximately
$10 billion in bonds for the state’s conservation programs.(2)
Real Estate Transfer Tax
This can provide stable, high-level funding for habitat protection.
The real estate transfer tax is imposed when property is bought
or sold. Illinois levies a tax of 50 cents per $500 of a property’s
assessed value.(3) In Maryland, 0.5%
of a property’s selling price is paid at settlement to the
state’s conservation program, Program
Open Space.(4) (Unfortunately, many
corporations are avoiding the real estate transfer tax in Maryland
by creating holding companies, which shelter any real estate transaction
from the tax. By applying the real estate transfer tax to holding
companies, Maryland could save $9 million.(5))
State Sales and Use Tax
This is another potential source of stable, high-level funding.
The Garden State Preservation Fund in New Jersey is funded primarily
by state sales and use tax. In Minnesota, a constitutional amendment
is being proposed that would raise the state sales and use tax by
0.25% for various land conservation purposes.(6)
State Lottery
Colorado has dedicated over $1 billion to state programs, including
conservation funding, through its lottery since 1980.(7)
Dedicated Sales Tax
Several states dedicate a portion of the sales tax already being
collected for wildlife-watching equipment (binoculars, birdseed,
field guides, etc.) to non-game wildlife programs. Virginia enacted
such a law in 1998 and allocates $12 million per year from sales
tax revenue for conservation and wildlife law enforcement.(8)
Tobacco Tax
Five percent of a 25-cents-per-pack tobacco tax is dedicated to
California’s Habitat
Conservation Fund.(9)
Fish and Game Permits
Between 2001-2002, California spent about $88 million from their
Fish and Game Preservation Fund – revenue generated from the
sale of fishing and hunting permits – on protecting and preserving
fish and wildlife, including habitat acquisition. Most of the money
is restricted for specific purposes or species.(9)
Deed Recording Fee
South Carolina allocates 8% of deed recording fees for its Heritage
Trust Program. Operating costs for the Heritage Trust Program
are paid for by state appropriations, a tax check-off, and the Endangered
Species License Plate.(10)
Natural Resources Revenue
Michigan dedicates revenue from oil, gas, and mineral easing and
production on state lands toward its Natural
Resources Trust Fund. In California, the Resources Trust Fund
receives revenue from oil extraction on public lands.
License Plate Sales
Several states, including Indiana, California, South Carolina,
New York, and Florida, use proceeds from the sale of personalized
and/or environmental license plates for acquiring natural areas.
Indiana, one of the first states to use license plate sales to fund
conservation, has purchased 32,923 acres at 200 sites.(11) California
generated over $500 million through its program, the Environmental
License Plate Fund, between 1970 and 2000.(9)
Energy Savings
Utah’s Quality Growth Act (Title 11, Chapter 38 of the Utah
Code) requires that state department energy savings is dedicated
to conservation funding.
4. Proposals are submitted.
A sponsor (local government, nonprofit organization, private citizen,
or other) submits a project proposal to the selected review board
outlining the ecologic potential of the selected site. If the property
meets the requirements of the board, it is placed on the approved
acquisition list. In time, an appraisal is done to determine fair
market value. In the case of an outright purchase, the state will
purchase the land and place it under protection. Other protection
mechanisms such as conservation easements, rights-of-first-refusal,
and retained life estates should also be considered.
State Conservation Programs
Florida Forever
Florida’s population has grown exponentially in recent years
– 400,000 residents immigrated to the Sunshine State from
2000 to 2001 alone – a number equivalent to the entire population
of Wyoming. Florida is also the most biodiverse state east of the
Mississippi.(12) The Preservation 2000
and Florida Forever programs are largely responsible for conserving
what remains of this biodiversity.
From 1990-2000, Florida’s Preservation
2000 (P2000) provided funds generated from bond revenues for
land acquisition programs. With the help of $3 billion and provisions
for local government matches to state funds, the program was instrumental
in the preservation of 1.75 million acres over a 10-year tenure.(13)
As the program came to an end, overwhelming bipartisan support led
to its successor program, Florida Forever. Florida Forever addresses
a wide range of conservation goals beyond land acquisition, including
the restoration of damaged environmental systems, water resource
development and supply, increased public access, public lands management
and maintenance, and increased protection of land by acquisition
of conservation easements.
Like P2000, Florida
Forever provides $3 billion over 10 years for conservation purposes.(14)
Florida Forever bonds are derived from an excise tax on recording
documents, primarily real estate transactions, and annual appropriations.
Despite the drop in funds allocated directly to conservation and
recreation from 50% under P2000 to 35% under Florida Forever, the
program remains one of the more comprehensive funding initiatives
in the country.
The Florida
Communities Trust (FCT) has been a large recipient of P2000
and Florida Forever monies. FCT grants are prioritized based on
how well the cash will further a local growth management plan. This
has spurred communities to adopt long-range visions of their conservation
needs. Between 1993 and mid-2001, more than 40,000 acres were preserved
by communities using matching FCT funds.(15)
By connecting state conservation funding to sound local growth management
plans, the FCT spends Florida Forever cash wisely and preserves
ecosystems more effectively than ad hoc conservation efforts.
Read the Florida Forever statute, Title
XVIII, Chapter 259.105.
New Jersey – Garden State Preservation Trust
New Jersey, the most densely-populated and developed state in the
U.S., has made a commitment to preserve a total of 1 million acres
(half open space, half farmland) by 2009; voters approved the Garden
State Preservation Trust Act by a two to one margin in 1998.
The act establishes a three-part Garden
State Preservation Trust:
(1) The Garden State Green Acres Preservation Trust Fund;
(2) The Garden State Farmland Preservation Trust Fund; and
(3) The Garden State Historic Preservation Trust Fund.(16)
Between June 30, 1999, when then-governor Christie Whitman signed
the act into law (codified in Constitutional Amendment [Art. VIII,
Sec. II, Para. 6, N.J.P.S. §13:8C-1]), and July 1, 2002, 260,000
acres of open space and farmland were conserved through the Garden
State Preservation Trust.(17) As of the
end of 2002, 20 of 21 counties and 187 of 556 cities approved funds
that were matched by Garden State Preservation Trust monies.(18)
The trust dedicates $98 million each year, through 2009, from the
state sales and use tax to land conservation. Additionally, the
act authorizes the state to issue up to $1.15 billion in revenue
bonds (the original amount was $1 billion – voters approved
a $150 million increase in Nov. 2003(19))
to be repaid, also through the state sales and use tax. Seven million
dollars is allocated each year to the Garden State Historic Preservation
Trust Fund and, of the remaining funds available, 65% are allocated
to the Green Acres Preservation Trust Fund and 35% to the Farmland
Preservation Trust Fund.(20) If New Jersey
meets its 1 million-acre goal, about 40% of the state’s land
mass will be preserved as open space.(16)
Maryland
For seven years in a row (1995-2002), Maryland has had the distinction
of being the only state where more land was preserved than developed.
Maryland has preserved over 1.8 million acres, about 19% of the
state’s land mass, through five conservation programs. The
state’s profound success at land conservation can be attributed
to two factors. First of all, Maryland’s conservation programs
utilize stable funding sources, primarily funds generated from the
real estate transfer tax and general obligation bonds. Second, there
is a high level of coordination between state, local, and private
conservation authorities.
The Smart Growth and Smart Conservation Initiative (SB 389, 1997)
ended state funding for misguided development and redirected the
cash to existing communities and areas approved for growth. Since
1997, the Rural
Legacy Program has helped create 25 rural legacy areas with
the participation of 21 of 23 counties and 21 local land trusts.
In total, the Rural Legacy Program allocated $132 million in grants
between 1998 and 2003, $92.5 million of which was used to acquire
39,000 acres of contiguous open space.
Maryland’s long-term vision for conservation is its GreenPrint
program. Established in 2001, GreenPrint coordinates ongoing public
and private conservation efforts to preserve a statewide network
of green infrastructure. GreenPrint’s goal is to increase
Maryland’s conservation capacity by 10,000 acres per year.
Scientists, local governments, and conservation organizations work
together using satellite data to target their choices for conservation.
So far, they have mapped 1.5 million acres of important unprotected
lands. GreenPrint operates under the premise that organized conservation
is much more effective than ad hoc conservation. By linking conserved
parcels together, Maryland has a better chance of preserving critical
wildlife corridors, habitats, ecosystems, and watersheds.(21)
For more information about green infrastructure, read SERC’s
Policy Issues Package on this topic (coming soon).
Massachusetts – Community Preservation Act
In November 2002, the Community
Preservation Initiative was selected by the U.S. Environmental
Protection Agency for the 2002 National Award for Smart Growth Achievement.(22)
The success of Massachusetts’s conservation efforts is attributable
to stable funding and a strong relationship between state, local,
and private conservation organizations.
Through Community
Preservation Act (CPA) funds, Massachusetts allocated $26 million
in matching grants to local governments between 2000 and 2003. The
CPA funding is paid for through a $20 surcharge on each recording
fee and a $10 fee on the recording of a municipal lien certificate.
If a city wants a matching grant, they must, through local referenda,
create Community Preservation Trust Funds financed by up to 3 percent
surcharges on property taxes. Cities must also create a Community
Preservation Committee to assess community preservation needs and
make recommendations to local officials regarding how to spend CPA
money. If a community passes a CPA they also receive priority in
their application for funding from the Self-Help and the Urban Self-Help
conservation programs.(23)
California
California is home to over 15 million people, over 1,000 rare,
endangered, or threatened species, and 75 million acres of wildlands.
The state has a long history of funding conservation efforts, particularly
through voter approved bond measures. In 2002, voters approved the
largest conservation bond in U.S. history. Proposition 40 dedicated
$2.6 billion to various state and local land and water conservation
projects. Proposition 12 passed in 2000, dedicating $2.1 billion
for conservation projects. A total of $10.1 billion in voter-approved
conservation bond measures passed between 2000 and 2002.
The immense bonding authority granted by Californians funds numerous
conservation programs. A handful of the more important ones are
summarized below, as are some additional sources of revenue for
conservation projects.
The key California agency responsible for wildlife protection.
Most of the land protected by the WCB is critical habitat for cougars,
deer, and rare or endangered species. As of 2002, the board had
preserved almost 600,000 acres of critical habitat and restored
about 210,000 acres. The WCB receives money from the Habitat Conservation
Fund, general fund appropriations, and Proposition 12 bonds.
The HCF was created in 1990 by authority of the voter-approved
Wildlife Protection Act. The fund receives $30 million per year,
through 2020, from the unallocated account created in the Cigarette
and Tobacco Products Surtax Fund and the state’s general fund.
Most of the HCF is allocated to the Wildlife Conservation Board.
Created in 1997, the RTF helps preserve and protect natural and
recreational resources in the state. It receives a portion of its
cash from the state revenue derived from oil, gas, and other minerals
mined out of state tidelands.(24)(9)
For more information on planning and conversation in California,
visit the Planning
& Conservation League and PCL Foundation online.
For further examples of state conservation programs, see the State
Activity Page for this package.
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