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This guide outlines the essential steps and strategies for garnering public support for school district referendum votes on electoral debt financing. It details the local government unit debt act's provisions, including the process for proposing ballots, conducting elections, and managing the necessary communications. Lessons learned from past referendum campaigns illustrate effective methods for addressing voter concerns, simplifying complex information, and engaging the community. Use this as a roadmap for your district's next referendum endeavor to ensure a better chance of success.
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Referendum for Electoral Debt • Local Government Unit Debt Act: • Department of Community and Economic Development • PA Law – 53 Pa.C.S. Sections 8041-8049
Options Under the Debt Act: • Electoral Debt: • Board authority to incur debt within borrowing limits • Non-Electoral Debt: • Board may incur additional debt if: • Majority of voters approve in a referendum • Proceeds used for a defined project • Mills reduced/eliminated when debt is paid • Allows board to exceed Act 1 index
Steps for electoral debt • Adopt resolution - 90 days of election. • Advertise Election – not less than 14, nor more than 21 days before election (newspaper, legal journal) • Present Ballot Question to County Board of Elections: a. Specific language b. At least 45 days before election
Types of Election • Regular Scheduled by County – No Cost to District: • Municipal • General • Primary • Special – District incurs all costs: • As defined by board (assumes notification requirements)
Ballot Question • Shall debt in the sum of $47,900,000 for the purpose of financing construction of a new high school be authorized to be incurred as debt approved by the electors? • May not use alternate wording • May note “and other capital projects”
After the Vote • If yes: • Issue debt • Spend debt only on projects defined in question • Increase millage above Index • Decrease when debt paid off • If no: • Seek additional referendum – 155 days or more after election • Issue non-electoral debt within debt limit (tax increase within Act 1 limit) • Delay, refinance, or cancel project
A tale of two campaigns: Unionville-Chadds Ford
Referendum – Round 1 • Shall debt of Unionville-Chadds Ford School District, Chester and Delaware Counties, Pennsylvania, be authorized to be incurred as debt approved by the electors in the sum of up to Sixty-Two Million Five Hundred Thousand Dollars ($62,500,000) for the purpose of renovations and additions to Unionville High School and its campus? • Regular Election • YES 40.2% (3,979) NO 59.8% (4,755) • 49.5% Voter Turnout
Referendum – Round 2 • Shall debt of Unionville-Chadds Ford School District, Chester and Delaware Counties, Pennsylvania, be authorized to be incurred as debt approved by the electors in the sum of up to Thirty Million Dollars ($30,000,000) for the purpose of renovations and additions to Unionville High School and its campus? • Regular Election • YES 45.6% (3,222) NO 54.4% (4,791) • 59.97% Voter Turnout
A tale of two campaigns: Donegal School District
Referendum – Round 1 • Comprehensive K-12 Plan • Included athletic facilities • $117,000,000 • Special election • Designs and elevations developed • “Yes” votes energized … but so were “no” votes • Defeated 72% to 28%
Referendum – Round 2 • Focused on common ground from first referendum … New High School • Eliminated “moving parts” • Held community forums • Acknowledged public input when appropriate: • No additional architect fees • No special election • Eliminated “hot buttons” • Modified design • Defeated – 52% to 48% (176 votes)
Observation Two approaches to referendum: • Sell the project board/administration develops to voters, or • Ask the voters what they can support and develop project around those expectations
Lesson #1 • Every decision is impacted when a referendum is pending: • Annual budget • Contract negotiations • Conference attendance • Customer service
Lesson #2 • Keep it simple … • Then make it more simple • Define acronyms, terms, Acts • Assume zero knowledge … but don’t “talk down” • Minimum information as part of presentation – but: • Anticipate questions (state reimbursement, zoning issues, PSERS rate, etc.)
Lesson #3 • Don’t assume support (or lack thereof) from: • Teachers • Parents • Senior citizens
Lesson #4 • Consider community standards in your presentations: • Too flashy? • Too tacky?
Lesson #5 • Less is more: • Remove excess “moving parts” • Focus on most important item – example: overcrowded conditions • Avoid temptation to answer every question – “I don’t know” or “I can’t predict” is acceptable • Ability to say “we haven’t decided … what do you think?”
Lesson #6 • Stick to the facts, don’t: • Embellish • Criticize previous board decisions • Predict
Lesson #7 • Remove reasons to vote “no:” • Athletics • Impact to low-income tax payers • Perceptions of excess (“weight room” vs. “fitness center;” “art classroom” vs. “art studio,” etc.) • Architect fees
Lesson #8 • Consider “customer service” impact when developing procedures: • Right to Know requests • “Live” person vs. automated attendant • Board meetings
Lesson #9 • Recognize that matters beyond your control may occur: • Poor economy • Election day weather • Stealth campaign • Placement of question on ballot
Lesson #10 • Even if no referendum on the horizon; never too early to: • Listen • Give credit to community, others • Improve relations • Build community support/understanding • Identify key communicators – including opposition: • Develop communication links: • E-mail list, breakfasts, community events
Lesson #11 • If you anticipate referendum - plan early • Develop strategy: • Sell vs. listen • Large vs. small • Once vs. multiple • Prepare to modify plans – incorporate ideas because “we heard you say …” • Communicate message – then repeat
Lesson #12 • Plan what you will do if campaign is not successful: • If options truly do exist • If no options exist
Summary • Voter support of a referendum for building projects is possible: • As referendum becomes more common • Where public trust is in place • As districts develop and implement PR strategies
Contact information: • Rich Hug, PRSBO • Director of Technology & Communications • Unionville-Chadds Ford School District • 740 Unionville Road • Kennett Square, PA 19348 • (610) 347-0970 • rhug@ucfsd.org Amy J. Swartz, PRSBA Business Administrator Donegal School District 1051 Koser Road Mount Joy, PA 17552 (717) 492-1305 amy.swartz@donegal.k12.pa.us