Presented
by Royce Hanson
Chairman of the Board of Trustees of the Maryland Environmental
Trust
A quarter
of a century ago, the Montgomery County adopted a unique master
plan that placed almost a fourth of the county's land area
in an Agricultural Reserve. The plan combined downzoning over
90,000 acres from five acres to 25 acres per residential unit
with a system of that assigned one Transferable Development
Right (TDR) for every five acres.
The master
plan was the result of many months of study and debate over
how to protect a great and endangered natural, economic, and
cultural resource, stretching from the Great Seneca to the
foot of Sugarloaf Mountain, and to maintain the integrity
of the county's Wedges and Corridors General Plan. The "Western
Wedge" had heretofore been maintained only because the
soils required large acreages to support septic systems, and
public water and sewer had not reached it. Although shown
on the 1960 General Plan as low density, prior councils had
in fact zoned most of it half-acre residential. In the 1970s
the council agreed to a comprehensive rezoning of the area
to five-acres-the least dense zone then on the books--to correspond
more closely to the highest achievable residential densities
on the land, but everyone recognized that if it developed
at those densities Montgomery County's development pattern
would contain neither wedges nor corridors.
The 1980
Master Plan for Agricultural Preservation was, then, the culmination
of over thirty years of controversy about how to allow farmers
at the edge of an urbanizing region to recover their equity
in the land, some of which had been in the same families for
many generations, without consigning it to development as
was being done in Northern Virginia, maintain an agricultural
economy in the county, and allow for development to occur
in areas where the county's existing and planned public facilities
could reasonably and more efficiently accommodate it.
It represented
an historic agreement among landowners and farmers in the
area, builders, conservationists, and public officials. It
could not have been achieved without the good will of all
the interested parties, the creative work of planners and
attorneys, and the vision, commitment, and steadfastness of
the County Council. It marked the beginning of Maryland's
and the nation's most successful experiment in using the private
market to achieve an important public purpose.
The Reserve
has worked. A satellite image of the National Capital Region
clearly demonstrates its success when compared with development
patterns of its neighboring counties on both sides of the
Potomac. By allowing landowners in the Reserve to sell their
development rights on an open market to builders to increase
densities of projects in receiving areas of the county planned
for higher densities, four important goals were achieved.
First,
the transfer of the development rights from a farm in the
Reserve to a residential development in a receiving area in
an area with capacity to serve it is accompanied by an easement
extinguishing the rights transferred. As a result, the most
populous county in MarylandMontgomeryleads the
state in both the percentage of its land area that is preserved,
as well as the percentage that has been developed. In the
entire state, a half-million acres are protected by easements.
More than ten percent of all eased land is in Montgomery County
and most of that involves TDRs. A new study for the Maryland
Agro-Ecology Center found less fragmentation of the agricultural
land mass in Montgomery County than any urban or urbanizing
county, and greater potential in than anywhere else in the
State for successful resource conservation over the next 25
years because of the strength of the comprehensive program
that supports it. If you have difficulty imagining an alternative
future, drive out Ridge Road into Carroll County or along
Brighton Dam Road in western Howard County. Or for a more
dramatic vision, cross the Potomac and go back to the future
in Fairfax or watch unmanaged growth consume Loudoun County.
Second,
farmers who sold their development rights for their present
value recovered equity invested in their land, without giving
up the land itself. Moreover, because it is protected by both
easements and zoning, the land has not only retained, but
its value increased and any proceeds from the sale of TDRs
that were invested have also appreciated.
Third,
the Reserve has helped contain urban sprawl, not only conserving
land, but also making more efficient use of public investments
in public facilities and services. The great lure of the forces
of local growth machines is that development brings new revenues
for roads, schools, and other services citizens need and want.
But all development is not equal. From a local fiscal perspective,
housing subdivisions tend to generate less revenue than they
require in services. Studies in Maryland, Minnesota, Pennsylvania,
and Ohio found that farms generate more in local revenues
than they cost in services. A 1995 study of Frederick County,
for example, found that its farmland generated a dollar of
revenue for every 53 cents the county spent in services to
the farm community. In its residential subdivisions, the county
spent $1.14 in services for every tax dollar it collected
there.
And fourth,
more than 40,000 acres have been protected in perpetuity at
no cost to the county's taxpayers. It has been achieved without
the use of Eminent Domain, or taking land out of private ownership
and production.
Looking
again at this great landscape a generation after its creation,
the Agricultural Reserve is one of three things to which I
have contributed in my public life of which I am proudest.
The other two are establishment of one-person-one-vote as
a principle of constitutional law, which resulted in the reapportionment
of the Maryland General Assembly, and the adoption of the
1968 County Charter.
I concede
that some things might have been done better. We were too
late to save some land that had already been fragmented by
scattered residential development. Some problems have emerged
that we did not foresee. Others we did but lacked the votes
to prevent them. I have always regretted that we could not
set the residential density at a minimum of 50 acres per residence,
as was achieved in Baltimore County. In 1980 it was hard to
imagine that the value of the residual development rights-those
that are retained to permit development at one unit per 25
acres, the land willing-would become as valuable as they have.
We did expect that some people would use residual development
rights to build houses and the all buyers of those homes would
not be farmers, and that as a result some of the land in the
reserve would not be farmed, at least for a time. We did,
however believe, based on studies conducted at the time, that
even if we ended up with a fairly large number of 25-acre
parcels, such parcels can support farming. We were under no
illusions that farming would be the principal source of income
for every owner of 25 acres, or even of 100 acres. We expected
some owners to be hobby farmers, others to grow flowers for
the market or produce for themselves, keep and board horses,
or lease their land to full-time farmers. Some land may lie
fallow for years, providing nothing more than open space.
We also understood that over generations and centuries, as
agriculture and forestry change in method, products, and acreages
needed, the one constant is that all these changing uses require
a critical mass of land. Our purpose, therefore, was to provide
a set of public policies that could protect in perpetuity
the opportunity for a working landscape close in to a great
urban region.
And we
did not foresee that the provision to allow farmers to subdivide
a lot for a son or daughter that wished to continue family
farming might be used by a few to flip the "tot lot"
to someone more interested buying the view than working the
farm.
We foresaw
that new septic technologies would encourage some landowners
to seek to maximize the density allowed by the zoning. The
Master Plan strongly warned against their use in the Reserve,
explicitly recommending: " Support of a rural sanitation
policy that does not encourage development within the critical
mass of active farmland," and urging that the county
"Deny private use of alternative individual and community
systems in all areas designated for the Rural Density Transfer
Zone." The Plan also noted that the holding capacity
of the Reserve was determined by the suitability of the land
to support septic systems, adding: "it is imperative
to develop not only land use recommendations for this area,
but a comprehensive public policy regarding the private use
of alternative individual or community sewerage systems outside
of the sewer envelope." The reason for this policy is
that the principal use permitted in the zone is agriculture.
The zone's residential density does not create an entitlement
to achieve that density on every parcel. Rather, it establishes
a limit defined not only by a density limitation but also
by the natural capacity of the land to absorb domestic waste.
We frankly
did not imagine a subsequent county council would approve
use of the alternative technology of sand mounds other than
to deal with failing septics on existing farms or to permit
creation of homes for family members to live on and continue
to work the family farm.
Let me
repeat: The objective of the Agricultural Reserve is simple:
to protect the land so that a working rural landscape can
continue to exist even as specific crops and agricultural
practices change with technologies and markets. And I repeat:
It has worked for a generation and worked better than any
other effort in the nation.
The question now is whether it can endure.
A recent
Washington Post article on the loss of farm acreage
in Montgomery County suggested that policies designed to protect
farmland, farming, and the rural character of the Reserve
were not effective and it faced inevitable shrinkage from
development. ("In Montgomery, Farm Acres Wane: Agricultural
Land Decreasing Despite 'Reserve' Program, Census Says",
p. B-1, June 4, 2004)
Contrary
to the article's assertion, no other county in the region
has adopted a similar plan, which involves a strategic combination
of market-based incentives and more traditional low-density
zoning for agricultural and rural uses. More recent regulations
for rural and scenic roads have also helped maintain the character
of the Reserve.
By combining
market-based incentives to farmers to sell development rights,
and to builders to buy them, the Reserve does not restrict
opportunity for affordable housing. In the first instance,
the availability of marketable development rights allows builders
in designated urban areas of Montgomery County to increase
density at lower cost per unit than would be possible if they
had to purchase the additional land to build the same number
of units. The current offer value of TDRs at $30,000 would
seem to confirm that fact. A recent TDR task force has recommended
additional policies that should enhance the use of TDRs in
increasing the county's supply of affordable housing. Those
recommendations have been languishing without action before
the County Council for many months.
No one
is under the illusion that no farmland will be lost to residences
or that some will become fallow, at least for a time. Speculators
and other self-proclaimed "realists" will see only
the price that could be obtained for individual parcels but
ignore the value of the Reserve to the County and region as
an enhancement of the environmental quality of the area. It
protects important historical, natural and cultural amenities
and values. It makes the county a better place to live and
work, adding value to other land. It even seems to attract
new farmers.
There
are real threats to the integrity of the Reserve, from sand
mounds to the region's very own policy vampirethe "Techway"
which keeps trying to pry open its coffin, sever the Reserve
and increase its vulnerability to even further development.
But perhaps the greatest of all dangers the Reserve faces
is public or official complacency that allows incremental
openings for the noses of acquisitive camels.
Given
the actuarial probabilities, I do not expect to speak at the
golden anniversary of the Reserve in 2030, although I promise
to haunt any artful dodger whose lip service for it fails
to be matched with a zeal for policies and actions necessary
to protect and enhance it. So I am taking this opportunity
to lay out what needs to be done, and because it needs doing,
it can be done.
First:
Plug the opening for subdivisions that will fragment the
landscape and destroy its capacity to sustain agriculture.
That requires three immediate actions:
- The
Planning Board should enforce the Master Plan by rejecting
residential subdivision plans that are inconsistent with
its explicit recommendations and provisions. There is
ample authority to do it in existing law. If stronger
authority is needed, draft it and ask the Council to approve
it.
- The
County Council should reinforce the Master Plan by rescinding
the language of the sand mound policy that suggests that
every landowner is entitled to all the residential density
zoning allows regardless of the natural soil conditions.
- The
County Council should amend the county 10-year Water and
Sewerage Plan and the Health Regulations to make it clear
that the use of new and non-traditional sanitary technologies
in the Agricultural Reserve must be consistent with the
intent and purpose of the Reserve to sustain agriculture
and that any technology that could lead to fragmentation
of the critical mass of land should be disapproved. Alternative
sewerage technologies should be restricted to solving
public health problems arising from failure of existing
systems and, where necessary to support of family farms
and agricultural activity.
Second:
The County Council should schedule hearings and take action
on recommendations from the TDR Task force that spent two
years looking at means of improving the use of TDRs. Some
of its recommendations may need tweaking, due to the lapse
of time, but they are a good place to start ensuring the
future of the Reserve and the utility of the remaining TDRs.
Third:
The Planning Board should take a hard look at the use of
cluster in the RTD Zone to determine the appropriate uses,
location, and size of cluster development. Clusters may
do more for preserving open space than facilitating the
future of agriculture. They also increase the temptation
to fragment the landscape with subdivisions that are not
primarily interested in protecting the opportunity for farming.
Fourth:
The Board and council should consider ways of extinguishing
some of the residual development rights through the donation
or purchase of easements, or if necessary, rezoning to 50
acre-minimum residential density. Moreover, the county and
the Planning Board should consider co-holding its easements
that extinguish development rights on the land with the
Maryland Environmental Trust and local land trusts to strengthen
their protection.
Fifth:
The Board and council should carefully revisit issues of
appropriate agricultural and rural land uses to ensure that
the zoning regulations are sufficiently flexible to keep
pace with different kinds of farming and animal husbandry
that can keep them economically viable. And review the regulations
that allow lots for children of farmers to ensure they are
used as intended-to allow the continuation of family farming-rather
than to evade restrictions on subdivision.
Sixth:
Work closely with the farm community, the Maryland Center
for Agro-Ecology, and the State and U.S. Departments of
Agriculture to find ways to support and strengthen farming,
but keep in mind that for farming to survive, there has
to be a landscape to work, and other tools-zoning, subdivision
regulations, transportation, environmental regulations,
and tax policy--have to be coordinated.
Seventh:
The local land trusts in the Reserve, working with the Maryland
Environmental Trust, need to become more aggressive in securing
conservation easements that limit use of residual development
rights that can impair the agricultural future of the land.
There are effective models elsewhere in the state and nation
on which to draw that build a community conservation ethic
and make effective use of federal and state tax incentives
for voluntary donations, easement purchase programs, and
conservation buyers. The County government should encourage
these programs by leveraging these efforts with the funds
it has available for agricultural easements and programs
such as Legacy Open Space, to protect strategically important
lands from being lost.
Eighth:
The county government, in cooperation with farm, conservation,
and other community organizations, should undertake an active
program of public information and education about the value
of the Reserve to the quality of life of the county and
region. This needs to be a program that builds both a rural
and an urban constituency that understands that the Reserve
must adapt as agriculture changes, but that to do so we
will need to safeguard the land. As Will Rogers said, they
ain't makin' any more of it.
There
are those that despair of sustaining the Reserve; who say
the county will succumb to the persistent assertions of speculators
that its conversion is inevitable; that its development would
bring fiscal benefits and meet needs for affordable homes;
and that some future council will rezone it if it thinks its
urban constituency is indifferent to its future.
The creation
of the Reserve was not based in nostalgia. The Reserve does
not attempt to preserve itself, circa 1980, in amber, but
to provide for a dynamic, ever changing working landscape
that has continuity with its cultural heritage but is not
an agricultural museum. The Reserve is a resource for the
county that allows us to experience the connections of urban
and rural life, to appreciate the landscape and the ways in
which we have shaped it through the ages of human settlement
and labor; and to enrich all our lives, whether it be enabling
children to pick their own fruit at Benoni Allnutt's Homestead
Farm, buy a new variety of peaches or apples at Kingsbury's
Orchard; know where the turf for their lawns came from; or
have local sources of other foods and fiber in some long distant
future when that may be far more important than it is right
now. Value is added to every home and household in the area
when we know future generations can see Sugarloaf rise from
fields instead of roofs; bike a country road on the weekend
without having to drive to West Virginia; and learn that it
is both possible and practical to grow smart. And, if we remain
constant in purpose and inventive in spirit and policy, this
broad wedge of piedmont will forever interrupt an unremitting
urban advance. It will tomorrow, as today, give us a chance
to catch our breath, enjoy a trace of what the county's landscape
once was, and realize a rare promise of how to reconcile urbanization
and the environment.
Royce
Hanson is Chairman of the Board of Trustees of the Maryland
Environmental Trust, and a member of the Board of Directors
of the Maryland Center for Agro-Ecology. The Montgomery County
Agricultural Reserve and its transferable development rights
(TDR) program were adopted in 1980 under his leadership as
Chairman of the Montgomery County Planning Board.
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