Tag Archives: Portland

Nancy Chase, a senior planner with expertise in …

Nancy Chase, a senior planner with expertise in natural areas acquisition, has had experience working both with Metro and smaller jurisdictions in the Portland metropolitan region. She has the unique experience of working on both a bond measure[1] that failed and those that succeeded. In the following interview, she shares her experiences on how failure was transformed into success as well as how money raised through this unique financing instrument of bond measures has helped shape the fate of natural areas and green spaces within the Portland metropolitan region. In addition, she also shares her top tips on land acquisition that could be useful in the Indian context as well.

Natural areas bond measure
What steps did you take to ensure the second bond measure for natural areas acquisition succeeded after the failure of the first $200 million bond measure in 1992?
After Multnomah County Parks and Recreation’s successful transfer to Metro, Metro had experienced staff to manage parks, trails and natural areas. We had already built political support for the region’s natural areas master plan through public outreach and political consensus building. One of the criticism from the failed bond measure was that we only had “greenies” advocating for the bond (the first bond measure was sponsored by the Audubon Society). In response to this criticism, a Blue Ribbon Committee of business leaders from the region was formed to help package the bond measure and give strategic advice. Involving the business people not only helped create a better package, but many of them also became contributors to the bond campaign fund.
The Blue Ribbon Committee stressed the need for the bond package to be specific about the natural area acquisitions and trails that would result if the bond was approved. The committee respected the biologists selections, but once they had this list, they picked out additional areas to spread the money evenly across the region — everybody would get something. They also recommended that rather than all the money coming to Metro, a percentage of the bond should go to each local government so that they could buy the smaller areas within their jurisdictions. So all of a sudden there was something for each little town. This was important for the bond to pass — after all, if people are paying taxes, they should see the benefit from it in their jurisdiction and city, regardless of how high the project ranks. Hence, the business component brought in more of the ground level realities and practical marketing approaches to the bond measure.
It should be noted that government staff  are not allowed to campaign in favour of a bond measure, but only present the facts — here is what it is going to cost you, and here is what it would buy. Informational maps were created showing where each project is going to be along with a concise description of each project on the backside of the map. There were additional fact sheets answering common questions and highlighting the economic impacts of trails and natural areas in neighbourhoods, such as an increase in tourism, property values and tax revenue. Private funds were raised to hire a campaign manager and staff who along with numerous volunteers worked with neighbourhood groups and non-profit organisations to turn out a positive vote.
We understood from many meetings with the community and park advocates what people thought was important to preserve in Portland’s quality of life. Many of the voters had moved up in the 70s and 80s from areas of the country that had been poorly developed, such as California, and had seen what happens when growth is unplanned; they had moved to this area because they liked the trees and the natural areas. So people were very supportive of protecting natural areas and providing trails that link to natural areas.

So the second bond measure was successful because we had managed to get the pricing right and were specific about where the money would go. Metro had also acquired the management ability. Politically too, Metro shared responsibility and funding with all its partner jurisdictions, making them much more cooperative.

Obviously, this bond couldn’t achieve everything, and that is where the prioritising work we had done earlier, before there was money, really helped. We could confidently tell any city or county that complained about fund allocation that it was their council that adopted this plan. The Blue Ribbon Committee picking out the best out of these priority projects was also helpful in prioritising fund allocation. For instance, Fanno Creek trail is not biologically the best, but it passes through seven jurisdictions serving a wide population base. The focus on selection was definitely to serve regional, not local needs.
Why was the third bond measure introduced?
The bond dollars were nearly expended and there was still a need for more natural area and trails acquisition. It had been quite a booming economy and a lot of people realised that the areas that they considered important were not on the second (first successful) bond measure list. So the third bond measure was proposed for finishing off some old projects and proposing a new project list. They also created a nature in neighborhoods grant fund,  to use for green projects such as bioswails for stormwater runoff, or adding natural areas in older parts of the city such as Irvington. For instance, the fund could be used by a school to pull up some of its paving to plant trees and create a community garden; or create a little nature park within developed neighborhoods.
One thing I want to note on the first successful bond measure is that we really felt it was important  to keep the public informed of our progress. So our public relations staff ensured that every time an acquisition was made, there would be press coverage. When we had all the pieces to form a particular natural area park, we would make sure that local politicians and citizen representatives were invited to do the speeches and ribbon cutting. Every two years, we also produced a formal Report to the Citizens. The reports informed citizens of the progress in terms of acres acquired, trail miles, etc. and included detailed photos and information. The report copies were made available at Metro, and distributed to all local council representatives and posted online.
So by the time we were ready with the next bond measure, people were familiar with the programme and its track record. One drawback was that in areas where we had already acquired all the desirable land parcels in the previous bond measure, the support groups were not as actively campaigning for the next bond measure although they were still supportive. The third bond measure therefore passed quite easily.
Today we have a big pot of money for natural areas preservation and development from the two successful bond measures that Metro initiated. We raised $227 million from the recent bond and $135 million from the previous one.

Future:
What are the next steps for developing natural areas in the region?
We are looking for ways to  link the natural areas together so that they are more accessible to the public as well as on foot or bicycle. We also need to increase awareness amongst people and education at every age about getting to these areas and engaging in a range of activities for enjoying these amenities. We should also look beyond the 2040 plan at maybe 2060 to see how we will find the large areas for that period.
Another thing to look at is more amenities for urbanised areas such as street trees, bioswails and naturescaping. For instance, when someone builds an office building, in many areas you are required to have a percentage of landscaping for trees in the parking lot etc. It would be good if we could focus our energies on native landscaping in yards to reduce water usage and provide habitat for bird species and insect species. In my own yard, there is no lawn but there are a lot of flowers and the insect count is tremendous; a reliable food source leads to more birds. I think even if you are in a developed neighbourhood you can do a lot to help the environment through such measures.
My takeaways:

  1. Successfully raising money through bond measures requires building a constituency, involving all stakeholders, and designing an effective and simple information and outreach campaign.
  2. Allocating the money amongst jurisdictions so that everyone benefits leads to a win-win solution so that everyone is on board and agreeable.
  3. Determining priority projects before bringing in discussions of money and financing is a useful strategy to ensure that money does not skew focus.

[1]bond measure is an initiative to sell bonds for the purpose of acquiring funds for various public works projects, such as research, transportation infrastructure improvements, and others. These measures are put up for a vote in general elections and must be approved by a majority of voters, depending on the specific project in question.

Despite a great public transit network and bicycling/pedestrian …

Despite a great public transit network and bicycling/pedestrian infrastructure, a majority of residents in Portland still choose single-occupancy car trips as their primary mode of transport. The two primary reasons for such travel behaviour are thought to be lack of information amongst road users about other modes of transport, and habit that favours car use. So with the goal of reducing vehicle miles travelled (VMT), City of Portland decided to try something different, inspired by the TravelSmart Australia Programme.
Hence, in 2002-03, City of Portland engaged individualised marketing expert SocialData to implement the Multnomah/Hillsdale TravelSmart pilot project, making it the first ever large-scale individualised marketing project in the US. The concept of individualised marketing involves providing customized information about alternate travel modes including walking, biking, transit and carpooling to individuals identified as willing to try out other modes of travel (see interview with Derek Hofbuaer). The information (delivered by bicycle 98 per cent of the times) coupled with continuous telephone contact motivates individuals to start thinking about other modes of travel as well as helps them get started.
Pilot project – TravelSmart
The pilot project, implemented with support from the Oregon Department of Transportation, Trimet and Metro, covered 600 households (approximately 1,200 individuals) and was deemed successful. Encouraged by initial successes, City of Portland decided to combine TravelSmart with the launch of the new Interstate MAX light-rail line in 2004.
The Interstate TravelSmart project covered over 14,000 people in north and northeast Portland. Prior to the marketing project, a before-survey was conducted with a randomly selected sample of 1,460 persons in the target area to determine the current household travel behaviour in the area. In addition, a control group was surveyed that did not receive any marketing materials. During September-October 2004, 6,281 households (14,446 people) were contacted for brief telephonic interviews for providing information, with a 92 per cent response rate.
A year after the before-survey was conducted, another random after-survey covering 1,708 people was conducted to measure changes in travel behaviour due to individualised marketing with the control group as the baseline reference. An in-depth study followed this project, under which selected households were interviewed in detail about their modal choices. All data was analysed to assess the viability of promoting alternative modes to cars.
Figure 1 provides a snapshot of the Interstate TravelSmart project.

Snapshot of the Interstate TravelSmart 2004 project

The results from the post-implementation analysis indicated that car trips had decreased in the target area and shifted to walking, biking and public transit. The total reduction in VMT was 6.8 million miles (14 per cent). It was also indicated that the trips within the community increased after the individualised marketing campaign, which indicates possible community business benefits. In addition, the combination of light rail and TravelSmart increased physical activity 25 hours each year (or about 2 hours each month).
Further, specific value addition of individualised marketing campaigns was demonstrated by comparisons with the control group. Post the opening of the Interstate MAX Line, transit ridership increased for the control group by 24 per cent as compared to a 44 per cent increase in the target area. The reductions in car trips and VMT were also greater for the target area, with 9 per cent more reductions in car trips and 8 per cent more reductions in VMT.
City-wide implementation – SmartTrips
Following the completion of its TravelSmart programme in collaboration with Socialdata in 2004, the Travel Options department of the Portland Bureau of Transportation (City of Portland) modified the programme to reduce costs, add hands-on experiential activities, and extend the contact period with residents to eight months a year.  Thus was launched Portland SmartTrips, a large-scale recurring individualised marketing project for the city. The basic objective was to ensure that everyone who lives, works or runs a business in the city knew about all the travel options available to them. Hence, the SmartTrips programme was launched in 2005 in a phased manner, starting with the Eastside Hub target area.
Objectives of Portland SmartTrips

Pilot project -Eastside Hub
The programme has a dual approach whereby residential areas are targeted with individualised marketing tools such as free bike/walk maps and information resources while partnerships are forged with businesses to offer employee incentives that encourage decreasing dependence on drive-alone car trips.
Target area for Eastside Hub SmartTrips project

Using an interactive and fun method, adequate support was provided to area residents (in the form of customized information) to make new travel choices a part of their daily life. A variety of useful materials were provided such as a Southeast Portland walking map, a schedule of strolls for seniors, customized transit route information, and walking/biking kits.
Programme rollout
Since then, the programme has reached out to all neighbourhoods in a phased manner, targeting one neighbourhood each year between late-March (weeks before the good spring/summer weather kicks in) and early-November. Selection of the target area each year is based on a multitude of favourable factors such as land-use patterns, transit services availability, bike and walking infrastructure, and new light rail or bicycle and pedestrian trails. Table 1 indicates the annual rollout of the SmartTrips programme since the pilot project was completed for the Eastside Hub area in 2005.

Year Targeted area
2006 Northeast Hub
2007 Southeast
2008 Southwest
2009 North-Northwest
2010 MAX Green Line
2011 North-Northeast
Source: Portland Bureau of Transportation

In general, a SmartTrips rollout in a targeted area involves sending each household in the area a newsletter in late-March showing a calendar of nearby walks, bike clinics and Portland By Cycle rides. Other transportation projects such as area streetscaping, Safe Routes to School projects and transit services are also included. Most importantly, the initial newsletter has a notice for residents informing them about the SmartTrips order form that residents may use to ‘order’ information and incentives for alternative transportation.
Order forms are then sent out in batches covering about 2,500 households per week. Majority of deliveries are completed on bikes. The orders are delivered in vinyl tote bags, and are accompanied with a SmartTrips Calendar of events, an area walking map and a thank you letter.
Orders are typically processed and delivered within a week of receiving the order. It is believed that the programme’s success critically depends on the speed and efficiency of delivering materials ordered, because late deliveries may fail to cash in on the moments when a household is motivated to consider other modes (which is when they place orders). Clearly, the programme relies on striking when the iron is hot.
To ensure complete outreach, households that do not reply with a filled-out order form three weeks after receiving it are sent postcard reminders. With each order, one incentive can also be chosen. I myself have been able to use many of these incentives such as the blinking lights for my bike and the free neighbourhood maps to enhance my biking experience in the city. Other incentives available are a SmartTrips umbrella, Bicycle Map Bandana and Transportation Options T-shirt.

Bicycle Map Bandana

Order form sample

A second newsletter is circulated in May containing a web address and phone number, reminding residents to order materials, in addition to a list of more events and activities. The remaining three newsletters – one on July 1, another on September 1 and the final one in mid-November – are circulated to anyone who orders materials or attends any one event.
Materials available for order

Suite of events
The suite of events/programmes used to encourage walking, biking and transit is broadly the same each year, inclusive of the Ten Toe Express Walking Campaign, Portland By Cycle Campaign, Senior Strolls, and Women on Bikes.

  • Ten Toe Express Walks – Around 4-6 guided walks are organized every month from May through September to encourage people to explore routes on foot and make walking buddies.
Ten Toe Express Walks logo
  • Senior Strolls – Guided walks are offered from May to October under this banner, aimed particularly at seniors to help them become active and comfortable with walking as a transportation option. This is especially useful since often the ageing community feels most disconnected and requires options to get around and lead an active lifestyle. These slower paced strolls start and end on public transit routes.
Senior strolls example
  • Portland By Cycle Rides and Classes – This is a series of evening rides and classes offered from May up to September. The rides are designed for new cyclists as well as people who have not ridden a bike in years.  A safety briefing opens the ride program, and safety tips are offered along the ride by trained volunteer and staff ride leaders. Eight free classes are offered covering varied topics ranging from shopping by bicycle, introduction to bike commuting, to bicycle touring, riding in the rain and basic bike maintenance.
Portland By Cycle logo
  • Women on Bikes – This series is targeted particularly at women, since research suggests that the average bicyclist is a young white male and male bicyclists outnumber female bicyclists. The series includes bike clinics, conversations and rides covering topics such as bike selection, gear for bike and cyclist, bike handling skills, basic bike maintenance, the city’s bikeway network, cyclists’ rights and responsibilities, how to ride with children, how to shop by bike, and bike advocacy. Rides are scheduled to practice skills, try different routes, meet other women to ride with, and demonstrate the ease of commuting by bike.

Women on bikes logo

SmartTrips Business and Welcome
In addition to the residential track, City of Portland is also offering two parallel programmes to increase impact. These are the SmartTrips Business, targeted at employers; and Welcome SmartTrips for residents who recently moved into a new area. The Welcome SmartTrips is a pilot project and is available only for limited zipcodes for now. To eligible households, a goodie bag containing maps and guidebooks, as well as a choice between a chocolate bar from Portland’s Moonstruck Chocolate or an All Day TriMet ticket, is delivered on bike.
SmartTrips Business logo

Welcome SmartTrips logo

Goodie bag for new residents

Photo of the goodie bag courtesy of Paul Smith (@GreenSmith on Twitter).

In addition, to reach out to diverse communities, Portland Bureau of Transportation recently came out with bike maps in five new languages (Burmese, Nepali, Somali, Russian and Arabic), for immigrants whose first language is not English. The maps are already available in English and Spanish.
Results
The individualised marketing projects run by City of Portland have succeeded in reducing drive-alone car trips by 8-12 per cent every year (2004-11), with a simultaneous increase in the use of walking, biking and public transit as well as carpooling. This is evident in the current modal split. In 2008, this change in modal behaviour was estimated to result in reduction in carbon dioxide emissions amounting to 19 million pounds. Using this as an average, this would imply a reduction of over 110 million pounds of carbon dioxide emissions during 2005-10. A particularly significant reduction in drive-alone trips was recorded with the completion of the SmartTrips Green Line (2009) with the final report showing a decrease in drive-alone trips by 18.4 per cent in the target area, helping to save 48 million VMT in the area.
These impressive results have been confirmed through random telephone surveys as well as trip diaries recorded post-marketing. The participation rate (indicated by percentage of area residents that either ordered materials or participated in an activity) for all areas was an average of 30 per cent (similar to the modal share for alternate transportation). Each walk is attended by 30-50 particpants (with new people joining in each time), and each bike ride is attended by about 18 cyclists. The programme is also popular with area residents who submit an average of 1,000 comments annually in praise of the programme.
In addition, bike-friendliness through the availability of information and institutional support under the SmartTrips programme has been a key determinant in the choice made by many to move to Portland (over a third of recently moved respondents in a survey). Businesses have also come out in support of the programme, claiming that biking and walking helps them market their business better.
Comparing these benefits to the cost of the programme allows greater appreciation for the cost-effectiveness of the programme given such impressive results. A typical 20,000-household programme costs $570,000, which translates into $10 per person in any SmartTrips area.
Hence, Portland’s individualised marketing programme has been and continues to be quite impactful in encouraging people to choose sustainable modes of transport. With a large number of captive users of biking and walking and public transport in India, a similar programme would be extremely beneficial in ensuring that the captive users continue to remain choice users even when motorized personal transportation modes such as personal cars and motor bikes become affordable to them.
Useful links
http://www.walkinginfo.org/library/details.cfm?id=3961
http://www.c40cities.org/docs/casestudies/transport/Portland%20-%20SmartTrips.pdf
http://www.portlandonline.com/transportation/index.cfm?a=142341&c=39300
http://www.portlandonline.com/transportation/index.cfm?c=46030&a=220818
http://www.portlandonline.com/transportation/index.cfm?c=52160&a=331242
http://bikeportland.org/2007/04/23/pdots-new-bike-map-bandanna-3463
http://bikeportland.org/2008/02/12/smarttrips-leads-to-less-car-trips-in-southeast-6678
http://bikeportland.org/2010/12/28/pbots-smarttrips-program-results-in-fewer-drive-alone-trips-in-east-portland-45043
http://www.portlandonline.com/transportation/index.cfm?c=46030&amp