RESOURCES and ISSUES

Funding the Next Generation’s Groundbreaking “How-to” Guides

• Creating Local Dedicated Funding Streams for Kids – A 65 page Step by step manual on laying the groundwork for a Children’s Fund, from deciding a revenue option to making the case.
• Summary of “Creating Local Dedicated Funding Streams for Kids”
• Children’s Fund Campaign Manual – A 115 page Guide to Passing a Local Children’s Fund on the Ballot – reviews all aspects of running a campaign from endorsements, to voter contact, to fundraising.

Local children’s fund measures and campaigns in California

Emerging campaigns for local children’s funds in California for 2018

ALAMEDA COUNTY EARLY CARE CAMPAIGN FOR JUNE, 2018

• Fact sheet on the campaign
• Powerpoint on the campaign

SAN JOAQUIN COUNTY MARIJUANA TAX MEASURE – On track for November, 2018

• Powerpoint presented by San Joaquin Alliance for Children
• Poll on voter preferences on how marijuana tax funds should be spent – November, 2017, by Fairbank, Maullin, Maslin, Metz and Associates

CITY OF RICHMOND – Budget set-aside to create a Youth Fund

• The Richmond Story – powerpoint by Kimberly Aceves, Executive Director, RYSE Center
• City of Richmond Invest in Youth Coalition

SANTA CRUZ City and County – Increasing a city marijuana tax to create a Children’s Fund and utilizing marijuana resources to create a county early care initiative

• Statement by Santa Cruz City Councilmember Watkins on children’s fund
• Early care plan approved and funded by county Board of Supervisors – Thrive by 3

YOLO COUNTY PRESCHOOL INITIATIVE – Increasing sales tax through voter initiative

• The Yolo Story – powerpoint by Jesse Ortiz, Superintendent of County Schools, Yolo County
• Yolo County Children’s Movement

Early organizing from around the state

San Francisco – 2 model measures: California’s first children’s fund and only universal preschool fund

Children’s Fund information

• Children’s Fund fact sheet
• The San Francisco Children’s Budget Story with lessons learned
• Sandboxes to Ballot Boxes, the story of the Children’s Fund Campaign by Margaret Brodkin
• Legislative language creating the SF Children’s Fund
• Legislative language re-authorizing the SF Children’s Fund, passed in November, 2014 – includes increases in fund, services to transitional age youth, and greater oversight and planning
• Overview of SF’s Department of Children, Youth and Their Families, which oversees the Children’s Fund
• Powerpoint presentation on history and lessons of SF Children’s Fund

Preschool for All information

• San Francisco’s Universal Preschool For All – program description and outcomes, presentation by First 5 San Francisco

History of early care local funding efforts in the Bay Area

• Summary – prepared by Ellen Dektar, Alameda County

2016 children’s fund campaign information

• Summary of results

• The Napa Story – powerpoint by Joelle Gallagher, Executive Director, COPE Family Center
• Napa’s launch powerpoint for Funding the Next Generation Napa
• Marin Expenditure Plan for its proposed sales tax measure
• Presentation on Marin’s progress towards getting a children’s fund on the ballot
• Solano County Children’s Fund campaign – a sales tax increase and an advisory measure

Ballot measure language for California children and youth funds – No need to re-invent the wheel

Drafting a dedicated funding measure – one-page summary created by Funding the Next Generation on elements of a funding measure

• Legislative language creating the SF Children’s Fund
• Legislative language re-authorizing the SF Children’s Fund, passed in November, 2014 – includes increases in fund, services to transitional age youth, and greater oversight and planning
• Richmond Fund for Kids – petition submitted for June, 2018 ballot
• Napa Children’s Fund – draft of proposed set-aside, 2016
• Sacramento Children and Youth Fund – marijuana tax on ballot, June, 2016
• Solano Advisory measure for Solano Children’s Fund – accompanied a general sales tax, November, 2016
• Marin Measure A – special sales tax for a children’s fund, November, 2016
• Oakland Fund for Children and Youth legislation

Polling on funding measures for children and youth services – getting essential information on what the public thinks

Statewide

• Choose Children 2018 – a statewide poll by the Silicon Valley Community Foundation on early care issues that could impact the 2018 election and governor’s race
• California Early Childhood Education Funding – a statewide poll conducted by the Latino Policy Coalition and the California NAACP – September, 2017
• Voter Attitudes Towards Investing in Youth – a poll in Southern California by Fairbank, Maullin, Maslin, Metz and Associates, April, 2017

Local polls and polling information with a local perspective

• Building Public Support for Investments in Early Childhood – updated polling information by Dave Metz, Fairbank, Maullin, Maslin, Metz and Associates, April, 2017
• Solano County Children’s Issues Poll – a good model for a local poll on revenue, priorities and messages
• Napa County poll on children’s issues and revenue, 2016 – another local model
• San Joaquin poll on how to best spend marijuana dollars, 2017 – a great model on an important subject
• Dave Metz, FM3 Research – powerpoint, 2016 California Election and Funding for Children and Youth, Lessons learned
• What Polling Tells Us About Investing in Children, Youth and Families – a PowerPoint presentation by Dave Metz, Fairbank, Maullin, Maslin, Metz and Associates, September, 2013
• Framing the Issues for Small Communities and Conservative Audiences – a PowerPoint presentation by Dave Metz, Fairbank, Maullin, Maslin, Metz and Associates, September, 2014

National perspective

• Celinda Lake, Lake Research Partners – powerpoint on issues heading into 2016
• Polling on Children and Youth Issues: Best Practices – a one hour webinar with noted pollster Celinda Lake, easy to register after click, with Forum for Youth Investment and Funding the Next Generation

Information on running political campaigns

Note: Most of the information on campaigns is in our campaign manual, linked here: https://www.fundingthenextgeneration.org/nextgenwp/wp-content/uploads/2017/10/Funding-the-Next-Generation-September2017-small.pdf

• How to set up a local ballot measure committee – by the Sutton Law Firm
• Ballot Measure Committee Legal Issues – by the Sutton Law Firm
• “Sidewalk Strategies: A Practical Guide for Candidates, Causes, and Communities” by Larry Tramutola’s, with a final chapter on “Winning Tax Elections” Third edition, 2012 – can be ordered on Amazon
• Children’s Fund campaign budget for 2014 campaign

Taxes and Revenue Options for a local Children and Youth Fund

Drafting a measure: Laws, fiscal opportunities and process

Examples of dedicated revenue streams – one-page chart on revenue options, created by Funding the Next Generation

Decision matrix for developing a local dedicated funding stream

• Local Government Funding Options for California’s Children, Youth and Family Services – a white paper prepared by Orrick, Herrington & Sutcliffe LLP.  This is the best overview of the legal options for creating new revenue streams for children and youth services in California.  It is a little outdated in that it does not include marijuana taxes, but it is a solid resource for basic information.
• Requirements for Common Local Government Funding Sources for Services for Children, Youth and Families – a chart summarizing the above white paper by Orrick, Herrington & Sutcliffe LLP
• Basics of Drafting a Measure – PDF by Bradley Hertz, Sutton Law Firm
• Scope of considerations and potential challenges in drafting a measure – powerpoint by Harry Berezin of Remcho, Johansen and Purcell law firm
• Engaging Community in Drafting a Measure – powerpoint by Sara Kershnar, RYSE Center
• Developing Fiscal Strategy in Drafting a Measure – powerpoint by Ed Harrrington, former Controller of San Francisco
• Sample parcel and sales tax language, developed by Children’s Defense Fund, Cal.

Marijuana taxes – California’s most recent potential funding stream

• Overview of marijuana policy, taxing options, case examples in California 
• Power point for propopsed local tax policy and children’s services – You can use this powerpoint as a model for your community.
• Power point by Youth-Forward – Social Justice and Marijuana taxes
• Position paper by First 5 Association of California – Impact of marijuana on young children
• San Joaquin County poll on how public wants marijuana taxes spent

Other resources on marijuana

• Risks of Perinatal Exposure
• Marijuana Risks – National Academy of Sciences
• Adverse Effects of Marijuana – New England Journal of Medicine
• Lessons from Tobacco for Developing Marijuana Legislative Policy – Barry and Glantz
• A Public Health Framework for Legalized Retail Marijuana Based on the US Experience: Avoiding a New Tobacco Industry – Barry and Glantz
• Marijuana – Executive Summary- Legalization of Marijuana in Colorado The Impact
• 2017 Report on impact of legalization in Colorado
• Marijuana taxes passed in California
• Humboldt Roadshow – summary of community input process about use of marijuana taxes

Soda taxes

• Berkeley vs. Big Soda website – latest information and links to videos (first video is great!)
• How Berkeley Beat Big Soda and Your City Can Too – a slide show prepared for Funding the Next Generation Learning Community
• Local taxes on sugary-sweetened beverages – A legal memo by Public Health Law and Policy
• Soda taxes – a study of the results of Berkeley’s soda tax

Tools to Help with Planning and Strategizing

Brilliant toolkit on local organizing for funding children’s services

• Local Funding for Early Learning: A Community Toolkit – written and published in Spring, 2016, by the North Carolina Early Childhood Foundation – contains worksheets, case examples and more, from budget analysis to ballot measures.  Applicable to all ages, not just early care.

Making the fiscal case for investing in children

• A GREAT OVERVIEW – Understanding local budgets in California, an introduction by Ed Harrington, former Controller of San Francisco and nationally recognized finance expert
• Research to Reality – report by Funding the Next Generation on cost-benefits of investing in children and youth
• One-page summary of Research to Reality 
• One-pagers from the Heckman Equation Project on cost-benefits of spending resources on children:
  • Four Big Benefits of Investing in Early Childhood Development – a report by the Heckman Equation Project
  • There’s more to gain by taking a comprehensive approach to early childhood development.  One pager by James J. Heckman
  • Building a Scaffolding of Support – an analysis of the economic benefits of early childhood education by the Heckman Equation Project

Youth Engagement

• Youth Engagement in Ballot Measures – handout
• Youth Engagement in Ballot Measures – training prepared by Coleman Advocates for Children and Youth

Communication tips

• “Minding Our Words” – summary of research by Anat Shenker-Osorio about communication strategies for early care campaigns – Note from Margaret – “Best piece I’ve seen on how we talk about our issues.”
• Communicating Effectively about Taxes: A short powerpoint by Public Works
• Q & A on Funding Set-asides – how to answer hard questions from critics of “carve-outs” for funding for kids, prepared by Richmond Kids First campaign
• July, 2014 editorial by Margaret Brodkin supporting Children’s Fund reauthorization
• Children’s Fund mailer for election 2014
• Children’s Fund TV ad for election 2014

Creating a local Children’s Budget – an important step in getting more money for kids

What is a Children’s Budget?  It can include many things, but its essence is a resource map of funding for children’s services.

• Children’s Budgets – power point by Funding the Next Generation introducing the basics
• San Francisco Board of Supervisors resolution creating a Children’s Budget
• Template used by County Controller to collect information from City/County departments to create a Children’s Budget

How to map the resources in your local budget – This can be a year-long project, or several months, or less.  We recommend analyzing what you need to take next steps, getting all the help from public officials possible, and doing it as quickly as it takes to accomplish your goal.

WEBINAR ON UNDERSTANDING CALIFORNIA COUNTY BUDGETS, with Chris Hoene, ED California Policy and Budget Center; Ed Harrington, former Controller of San Francisco; and Margaret Brodkin, Director, Funding the Next Generation – July, 2017

• Webinar slides only

Other tools for mapping resources:

• Sacramento budget tracking form in preparation for establishing a department of youth
• Sacramento instructions for budget tracking form
• Guide for Mapping Public Resources for Children, The Finance Project
• Webinar on Resource Mapping for Children and Youth – sign into the Ready Talk link here and access excellent information from the Forum for Youth Investment
• Realignment Reality for Children’s Advocates: Local Control Demands Local Organizing – a one-page summary of opportunities and challenges by Reed Connell, Managing Partner, Policy and Advocacy, Social Change Partners, LLC

Budget advocacy – fighting for money for kids through the local budget process

• On Becoming a Budget Champion for Children
• Starting your journey as a budget champion, criteria for picking an issue

Examples of Children’s Budgets and Children’s Bills of Rights

Cities and Counties in California

Other Planning Tools – created by Funding the Next Generation

• Decision matrix for developing a local dedicated funding stream
• Community discussion guide
• Work Plan Planning sheet
• Top 10 Places to Start the Journey

State and National Information

Statewide issues and policies that impact local revenue challenges and opportunities

STATEWIDE BALLOT MEASURE TO CLOSE PROP 13 LOOPHOLE AND FUND SCHOOLS AND LOCAL SERVICES

• The California Schools and Local Communities Funding Act of 2018

CALIFORNIA SUPREME COURT CASE THAT COULD IMPACT VOTER THRESHOLD NEEDED WITH VOTER-INITIATED TAXES – August, 2017

• LA Times article on case
• Ballotpedia information on case
• Copy of court opinion filed August 28, 2017
• San Francisco City Attorney’s interpretation of the opinion

TAXPAYER BALLOT MEASURE THAT WOULD REQUIRE A 2/3 VOTE FOR ALL LOCAL TAXES

• Taxpayer Protection Act 2018 – the measure filed by taxpayer associations undoing Supreme Court decision

National Perspective

• FIRST NATIONAL WEBINAR ON DEVELOPING LOCAL DEDICATED REVENUE STREAMS, sponsored by Funding the Next Generation, Forum for Youth Investment, NAEYC, and National AfterSchool Association.   Featuring Margaret Brodkin and Elizabeth Gaines
• Brookings Institution report on local communities investing in children, featuring dedicated funding streams
• Children’s Funding Project – link to website for national perspective
• Funding Brighter Futures: How Local Governments are Embracing Children’s Funding, Feb. 2017 – by Children’s Funding Project, Director Elizabeth Gaines
• Governing Magazine article on children’s funds

Dedicated funding streams around the country beyond California

• The Billion-Dollar Bet On a Community’s Future: How the Children’s Trust persuaded the 2.4 million residents of Florida’s largest county to tax themselves during an economic downturn
• Creating Dedicated Funding Streams, The Finance Project
• Seattle Families and Education Levy: 7 Year Summary
• Maryland Opportunity Compact (variation on social benefit bond)
• Ohio local tax measure for youth mental health services, 2014

More about Funding the Next Generation

• Fact Sheet on Funding the Next Generation
• Project Summary
• Project leadership and partners – our team
• Infograph

Lessons learned

• Review of Progress and Recommendations for future campaigns for Children’s Funds – powerpoint by Margaret Brodkin, Director, Funding the Next Generation
• Advice from successful campaign consultant, Larry Tramutola, on developing a children’s fund
• Final Report on Phase One of “Funding the Next Generation” – a report by Margaret Brodkin on accomplishments and conclusions

Newsletters

• November 2017 – Updates on Alameda, San Joaquin, Santa Cruz, marijuana, state measures impacting local taxing
• October 2017 – Summary of communications training by Shenker-Osario, Brookings national report on children’s funds, and our new campaign manual
• February 2017 – Reflections on 2016 children’s fund campaigns, summary of outcomes and learnings
• May 2016 – Report on statewide conference, lessons learned, keynote by Newsom, perspectives of local elected officials on children’s funds
• January 2016 – Report on San Joaquin Bill of Rights, advice from political consultant Nicole Derse

Previous issues

• October 2015
• April 2015
• February 2015
• November 2014
• July 2014
• May 2014
• January 2014
• December 2013
• October 2013
• August 2013
• July 2013