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Testimony:

Before the Committee on Energy and Natural Resources, U.S. Senate:

United States General Accounting Office:

GAO:

For Release on Delivery Expected at 2:30 p.m. EST:

Tuesday, March 30, 2004:

National Park Service:

A More Systematic Process for Establishing National Heritage Areas and 
Actions to Improve Their Accountability Are Needed:

Statement of Barry T. Hill, Director Natural Resources and Environment:

GAO-04-593T:

GAO Highlights:

Highlights of GAO-04-593T, testimony before the Committee on Energy and 
Natural Resources, U.S. Senate 

Why GAO Did This Study:

The Congress has established, or “designated,” 24 national heritage 
areas to recognize the value of their local traditions, history, and 
resources to the nation's heritage. These areas, including public and 
private lands, receive funds and assistance through cooperative 
agreements with the National Park Service, which has no formal program 
for them. They also receive funds from other agencies and nonfederal 
sources, and are managed by local entities. Growing interest in new 
areas has raised concerns about rising federal costs and the risk of 
limits on private land use.

GAO was asked to review the (1) process for designating heritage 
areas, (2) amount of federal funding to these areas, (3) process for 
overseeing areas’ activities and use of federal funds, and (4) 
effects, if any, they have on private property rights.

What GAO Found:

No systematic process currently exists for identifying qualified sites 
and designating them as national heritage areas. While the Congress 
generally has designated heritage areas with the Park Service's 
advice, it designated 10 of the 24 areas without a thorough agency 
review; in 6 of these 10 cases, the agency recommended deferring 
action. Even when the agency fully studied sites, it found few that 
were unsuitable. The agency’s criteria are very general. For example, 
one criterion states that a proposed area should reflect “traditions, 
customs, beliefs, and folk life that are a valuable part of the 
national story." These criteria are open to interpretation and, using 
them, the agency has eliminated few sites as prospective heritage 
areas. 

According to data from 22 of the 24 heritage areas, in fiscal years 
1997 through 2002, the areas received about $310 million in total 
funding. Of this total, about $154 million came from state and local 
governments and private sources and another $156 million came from the 
federal government. Over $50 million was dedicated heritage area funds 
provided through the Park Service, with another $44 million coming from 
other Park Service programs and about $61 million from 11 other federal 
sources. Generally, each area’s designating legislation imposes
matching requirements and sunset provisions to limit the federal funds. 
However, since 1984, five areas that reached their sunset dates had 
their funding extended.
 
The Park Service oversees heritage areas’ activities by monitoring 
their implementation of the terms set forth in the cooperative 
agreements. These terms, however, do not include several key management 
controls. That is, the agency has not (1) always reviewed areas’ 
financial audit reports, (2) developed consistent standards for 
reviewing areas’ management plans, and (3) developed results-oriented 
goals and measures for the agency’s heritage area activities, or 
required the areas to adopt a similar approach. Park Service officials 
said that the agency has not taken these actions because, without a 
program, it lacks adequate direction and funding. 

Heritage areas do not appear to have affected property owners’ rights. 
In fact, the designating legislation of 13 areas and the management 
plans of at least 6 provide assurances that such rights will be 
protected. However, property rights advocates fear the effects of 
provisions in some management plans. These provisions encourage local 
governments to implement land use policies that are consistent with the 
heritage areas’ plans, which may allow the heritage areas to indirectly 
influence zoning and land use planning in ways that could restrict 
owners’ use of their property. Nevertheless, heritage area officials, 
Park Service headquarters and regional staff, and representatives of 
national property rights groups that we contacted were unable to 
provide us with any examples of a heritage area directly affecting—
positively or negatively—private property values or use.

What GAO Recommends:

GAO recommends that the Park Service (1) develop consistent standards 
and processes for reviewing areas’ management plans; (2) require 
regions to review areas’ financial audit reports, and (3) develop 
results-oriented goals and measures for the agency’s activities and 
require areas to adopt a similar approach. 

www.gao.gov/cgi-bin/getrpt?GAO-04-593T.

To view the full product, including the scope and methodology, click on 
the link above. For more information, contact Barry T. Hill at (202) 
512-3841 or hillbt@gao.gov.

[End of section]

Mr. Chairman and Members of the Committee:

I am pleased to be here today to discuss a number of issues concerning 
the designation, funding, and oversight of national heritage areas. As 
you know, over the past two decades, the Congress has established, or 
"designated," 24 national heritage areas and provided them with 
millions of dollars in financial assistance through the National Park 
Service. By providing this designation, the Congress has determined 
that these areas' local cultures, traditions, history, and resources 
are worthy of being recognized and preserved because of their 
contributions to the nation's heritage. These areas can encompass large 
tracts of land and incorporate public as well as private property. The 
number of bills introduced to study or designate new areas has grown 
considerably in recent years. In the 108th Congress alone, as of early 
March 2004, over 30 bills had been introduced to either study or 
establish new areas. This growing interest in creating new heritage 
areas has raised concerns that their numbers may expand rapidly and 
significantly increase the amount of federal funds supporting them. In 
addition, private property rights advocates are concerned that heritage 
area designations could increase the risk that federal controls or 
other limits will be placed on private land use.

Once designated, heritage areas can receive funding through the 
National Park Service's budget, although the agency has no formal 
heritage area program. The Park Service provides technical assistance 
to the areas, and the Congress appropriates the agency limited funds 
for these activities.[Footnote 1] The Park Service allocates funding to 
the areas through cooperative agreements. These funds are considered to 
be "seed" money to assist each area in becoming sufficiently 
established to develop partnerships with state and local governments, 
businesses, and other nonfederal organizations as their principal 
funding sources. Heritage areas also receive funds from other federal 
agencies through a variety of programs, primarily the Department of 
Transportation for road and infrastructure improvements.

In this context, my testimony today focuses on the results of our work 
on national heritage areas conducted at the request of this Committee. 
Specifically, it addresses the (1) process for identifying and 
designating national heritage areas, (2) amount of federal funding 
provided to support these areas, (3) process for overseeing and holding 
national heritage areas accountable for their use of federal funds, and 
(4) extent to which, if at all, these areas have affected private 
property rights.

To address these issues, we obtained information on the Park Service's 
heritage area activities from the Heritage Area national coordinator 
and program managers in the four Park Service regions that include 
heritage areas. We also obtained funding information from 22 of the 24 
existing areas for fiscal years 1997 through 2002, and discussed this 
information with the executive directors and staff of each 
area.[Footnote 2] In addition, we visited 8 of the 24 heritage areas to 
view their operations and accomplishments, and discussed various issues 
with their executive directors. Finally, we discussed concerns about 
private property rights with representatives of several organizations 
advocating property rights. We conducted our work between May 2003 and 
March 2004 in accordance with generally accepted government auditing 
standards. A more complete description of our methodology is included 
in app. I.

Summary:

In summary, we found the following:

* No systematic process exists for identifying qualified candidate 
sites and designating them as national heritage areas. While the 
Congress generally has made designation decisions with the advice of 
the Park Service, it has, in some instances, designated heritage areas 
before the agency has fully evaluated them. In this regard, the 
Congress designated 10 of the 24 heritage areas without a thorough Park 
Service review of their qualifications; in 6 of these 10 cases, the 
agency recommended deferring action. Furthermore, even when the Park 
Service fully studied prospective sites' qualifications as heritage 
areas, it found that few of these were unsuitable. The Park Service's 
criteria are not specific. For example, one criterion states that a 
proposed area should reflect "traditions, customs, beliefs, and folk 
life that are a valuable part of the national story." Using these 
criteria, the agency has determined that relatively few of the sites it 
has evaluated would not qualify as heritage areas.

* According to data from 22 of the 24 heritage areas, in fiscal years 
1997 through 2002, the areas received about $310 million in total 
funding. Of this total, about $154 million came from state and local 
governments and private sources and another $156 million came from the 
federal government. About $51 million of the federal total was 
dedicated heritage area funds provided through the Park Service. An 
additional $44 million came from other Park Service programs and about 
$61 million from 11 other federal sources. Generally, each area's 
designating legislation specifies the total amount of federal funds 
that will be provided and imposes certain conditions, such as matching 
requirements and sunset provisions, to limit the amount of federal 
funds for each heritage area. However, the sunset provisions have not 
been effective in limiting federal funding: since 1984, five areas that 
reached their sunset dates received funding reauthorization from the 
Congress.

* In the absence of a formal program, the Park Service oversees 
heritage areas' activities by monitoring the implementation of the 
terms set forth in the cooperative agreements. These terms, however, do 
not include several key management controls. Although the Park Service 
has primary federal responsibility for heritage areas, the agency does 
not always review data that it obtains from the areas on their sources 
and expenditures of all federal funds. As a result, the agency cannot 
determine how much federal funds have been provided to the areas or 
whether these funds are being spent appropriately. Furthermore, the 
Park Service has not yet developed clear and consistent standards and 
processes for reviewing areas' management plans, even though this 
review is one of the agency's primary heritage area responsibilities. 
As a result, staff in each Park Service region use different approaches 
to review and approve areas' plans. Finally, the Park Service has not 
yet developed results-oriented performance goals and measures--
consistent with the requirements of the Government Performance and 
Results Act--for the agency's heritage area activities, or required the 
areas to adopt a similar results-oriented management approach. Such an 
approach would help ensure the efficiency and effectiveness of the 
agency's heritage area activities and enable both the areas and the 
agency to determine what is being accomplished with federal funds. 
According to Park Service officials, the agency has not taken these 
actions because, without a formal program, it does not have the 
direction or funding it needs to effectively carry out its national 
heritage area activities.

* National heritage areas do not appear to have directly affected the 
rights of property owners. To address property concerns, the 
designating legislation of 13 of the 24 heritage areas and management 
plans of at least 6 provide explicit assurances that the areas will not 
affect property owners' rights. However, some management plans 
encourage local governments to implement land use policies that are 
consistent with the heritage areas' plans and offer to aid their 
planning activities through matching grants. Property rights advocates 
fear that such provisions may allow heritage areas to indirectly 
influence zoning and land use planning in ways that could restrict 
owners' use of their property. Nevertheless, heritage area officials, 
Park Service headquarters and regional staff, and representatives of 
national property rights groups who we contacted were unable to provide 
us with any examples of a heritage area directly affecting--positively 
or negatively--private property use.

To improve the heritage area designation process and the Park Service's 
oversight of areas' use of federal funds, we are recommending that the 
agency (1) develop consistent standards and processes for reviewing 
areas' management plans; (2) require regions to review areas' financial 
audit reports, and (3) develop results-oriented goals and measures for 
the agency's activities and require areas to adopt a similar approach.

Background:

To date, the Congress has designated 24 national heritage areas, 
primarily in the eastern half of the country (see fig. 1).

Figure 1: Locations of 24 Existing National Heritage Areas, as of March 
2004:

[See PDF for image]

[End of figure]

Generally, national heritage areas focus on local efforts to preserve 
and interpret the role that certain sites, events, and resources have 
played in local history and their significance in the broader national 
context. For example, the Rivers of Steel Heritage Area commemorates 
the contribution of southwestern Pennsylvania to the development of the 
nation's steel industry by providing visitors with interpretive tours 
of historic sites and other activities. Heritage areas share many 
similarities--such as recreational resources and historic sites--with 
national parks and other park system units but lack the stature and 
national significance to qualify them as these units.

The process of becoming a national heritage area usually begins when 
local residents, businesses, and governments ask the Park Service, 
within the Department of the Interior, or the Congress for help in 
preserving their local heritage and resources. In response, although 
the Park Service has no program governing these activities, the agency 
provides technical assistance, such as conducting or reviewing studies 
to determine an area's eligibility for heritage area status. The 
Congress then may designate the site as a national heritage area and 
set up a management entity for it. This entity could be a state or 
local governmental agency, an independent federal commission, or a 
private nonprofit corporation. Usually within 3 years of designation, 
the area is required to develop a management plan, which is to detail, 
among other things, the area's goals and its plans for achieving those 
goals. The Park Service then reviews these plans, which must be 
approved by the Secretary of the Interior.

After the Congress designates a heritage area, the Park Service enters 
into a cooperative agreement with the area's management entity to 
assist the local community in organizing and planning the area. Each 
area can receive funding through the Park Service's budget--generally 
limited to not more than $1 million a year for 10 or 15 years. The 
agency allocates the funds to the area through the cooperative 
agreement.

No Systematic Process Exists for Identifying and Designating National 
Heritage Areas:

No systematic process is in place to identify qualified candidate sites 
and designate them as national heritage areas. In this regard, the Park 
Service conducts studies--or reviews studies prepared by local 
communities--to evaluate the qualifications of sites proposed for 
national heritage designation. On the basis of these studies, the 
agency advises the Congress as to whether a particular location 
warrants designation. The agency usually provides its advice to the 
Congress by testifying in hearings on bills to authorize a particular 
heritage area. The Park Services' studies of prospective sites' 
suitability help the agency ensure that the basic components necessary 
to a successful heritage area--such as natural and cultural resources 
and community support--are either already in place or are planned. Park 
Service data show that the agency conducted or reviewed some type of 
study addressing the qualifications of all 24 heritage areas. However, 
in some cases, these studies were limited in scope so that questions 
concerning the merits of the location persisted after the studies were 
completed. As a result, the Congress designated 10 of the 24 areas with 
only a limited evaluation of their suitability as heritage areas. Of 
these 10 areas, the Park Service opposed or suggested that the Congress 
defer action on 6, primarily because of continuing questions about, 
among other issues, whether the areas had adequately identified goals 
or management entities or demonstrated community support. Furthermore, 
of the 14 areas that were designated after a full evaluation, the 
Congress designated 8 consistent with the Park Service's 
recommendations, 5 without the agency's advice, and 1 after the agency 
had recommended that action be deferred.

Furthermore, the criteria the Park Service uses to evaluate the 
suitability of prospective heritage areas are not specific and, in 
using them, the agency has determined that a large portion of the sites 
studied qualify as heritage areas. According to the Heritage Area 
national coordinator, before the early 1990s, the Park Service used an 
ad hoc approach to determining sites' eligibility as heritage areas, 
with little in the way of objective criteria as a guide. Since then, 
however, the Park Service developed general guidelines to use in 
evaluating and advising the Congress on the suitability of sites as 
heritage areas. Based on these guidelines, in 1999, the agency 
developed a more formal approach to evaluating sites. This approach 
consisted of four actions that the agency believed were critical before 
a site could be designated as well as 10 criteria to be considered when 
conducting studies to assess an area's suitability.

The four critical steps include the following:

* complete a suitability/feasibility study;

* involve the public in the suitability/feasibility study;

* demonstrate widespread public support for the proposed designation; 
and:

* demonstrate commitment to the proposal from governments, industry, 
and private, nonprofit organizations.

A suitability/feasibility study, should examine a proposed area using 
the following criteria:

* The area has natural, historic, or cultural resources that represent 
distinctive aspects of American heritage worthy of recognition, 
conservation, interpretation, and continuing use, and are best managed 
through partnerships among public and private entities, and by 
combining diverse and sometimes noncontiguous resources and active 
communities;

* The area's traditions, customs, beliefs, and folk life are a valuable 
part of the national story;

* The area provides outstanding opportunities to conserve natural, 
cultural, historic, and/or scenic features;

* The area provides outstanding recreational and educational 
opportunities;

* Resources that are important to the identified themes of the area 
retain a degree of integrity capable of supporting interpretation;

* Residents, businesses, nonprofit organizations, and governments 
within the area that are involved in the planning have developed a 
conceptual financial plan that outlines the roles for all participants, 
including the federal government, and have demonstrated support for 
designation of the area;

* The proposed management entity and units of government supporting the 
designation are willing to commit to working in partnership to develop 
the area;

* The proposal is consistent with continued economic activity in the 
area;

* A conceptual boundary map is supported by the public; and:

* The management entity proposed to plan and implement the project is 
described.

These criteria are broad and subject to multiple interpretations, as 
noted by an official in the agency's Midwest region charged with 
applying these criteria to prospective areas. Similarly, according to 
officials in the agency's Northeast region, they believe that the 
criteria were developed to be inclusive and that they are inadequate 
for screening purposes. The national coordinator believes, however, 
that the criteria are valuable but that the regions need additional 
guidance to apply them more consistently. The Park Service has 
developed draft guidance for applying these criteria but has no plans 
to issue them as final guidance. Rather, the agency is incorporating 
this guidance into a legislative proposal for a formal heritage area 
program. According to the national coordinator, some regions have used 
this guidance despite its draft status, but it has not been widely 
adopted or used to date.

The Park Service's application of these broad criteria has identified a 
large number of potential heritage areas. Since 1989, the Park Service 
has determined that many of the candidate sites it has evaluated would 
qualify as national heritage areas.

National Heritage Areas Annually Receive Millions in Federal Funding:

According to data from 22 of the 24 heritage areas, about half of their 
total funding of $310 million in fiscal years 1997 through 2002 came 
from the federal government and the other half from state and local 
governments and private sources. Table 1 shows the areas' funding 
sources from fiscal years 1997 through 2002.

Table 1: National Heritage Area Funding from All Sources, Fiscal Years 
1997-2002:

Source: Total Park Service funds; 
Amount: $95,393,506; 
Percentage: 30.8.

Source: Dedicated heritage area funds[A]; 
Amount: 50,922,562; 
Percentage: 16.5.

Source: Other Park Service support funds[B]; 
Amount: 44,470,944; 
Percentage: 14.3.

Source: Total other federal funds; 
Amount: $60,545,816; 
Percentage: 19.5.

Source: Department of Transportation; 
Amount: 55,852,269; 
Percentage: 18.0.

Source: Department of Education; 
Amount: 2,000,000; 
Percentage: 0.6.

Source: Department of Agriculture; 
Amount: 547,009; 
Percentage: 0.2.

Source: Housing and Urban Development; 
Amount: 420,183; 
Percentage: 0.1.

Source: Environmental Protection Agency; 
Amount: 400,000; 
Percentage: 0.1.

Source: Army Corps of Engineers; 
Amount: 266,000; 
Percentage: 0.1.

Source: Department of Commerce; 
Amount: 96,555; 
Percentage: 0.0.

Source: National Railroad Passenger Corporation; 
Amount: 23,800; 

Percentage: 0.0.

Source: National Endowment for the Arts; 
Amount: 5,000; 
Percentage: 0.0.

Source: Federal earmarks and awardsc; 
Amount: 935,000; 
Percentage: 0.3.

Source: Total nonfederal funds; 
Amount: $154,078,203; 
Percentage: 49.7.

Source: State governments; 
Amount: 61,404,323; 
Percentage: 19.8.

Source: Local governments; 
Amount: 46,612,624; 
Percentage: 15.0.

Source: Nonprofit organizations; 
Amount: 7,255,416; 
Percentage: 2.3.

Source: Private foundations; 
Amount: 14,515,996; 
Percentage: 4.7.

Source: Corporate sponsors; 
Amount: 2,126,870; 
Percentage: 0.7.

Source: Other nonfederal funding sources; 
Amount: 22,163,473; 
Percentage: 7.2.

Total; 
Amount: $310,017,525; 
Percentage: 100.0.

Source: GAO analysis of data obtained from 22 of the 24 heritage areas.

[A] These funds were provided through the Park Service's Heritage 
Partnership Program and Statutory and Contractual Aid budget line 
items. The Heritage Partnership Program promotes the conservation of 
natural, historic, scenic, and cultural resources. Statutory and 
Contractual Aid provides financial assistance in the planning, 
development, or operation of natural, historical, cultural, or 
recreation areas that are not managed by the Park Service.

[B] These are funds from other Park Service budget line items--
including the Land and Water Conservation Fund, Operation of the 
National Park Service, and the Construction Fund--that are not 
typically reported as part of heritage area funding, but include 
funding for specific projects undertaken by heritage areas.

[C] Funds earmarked for Federal Government Pass-Through Awards 
($610,000) and Hugh Moore Historical Park & Museums, Inc. ($325,000).

[End of table]

As figure 2 shows, the federal government's total funding to these 
heritage areas increased from about $14 million in fiscal year 1997 to 
about $28 million in fiscal year 2002, peaking at over $34 million in 
fiscal year 2000.

Figure 2: National Heritage Areas' Funding, By Major Source, Fiscal 
Years 1997 - 2002:

[See PDF for image]

[End of figure]

The Congress sets the overall level of funding for heritage areas, 
determining which areas will receive funding and specifying the amounts 
provided. Newly designated heritage areas usually receive limited 
federal funds while they develop their management plans and then 
receive increasing financial support through Park Service 
appropriations after their plans are established. The first heritage 
areas received pass-through grants from the Park Service and funding 
through the agency's Statutory and Contractual Aid appropriations. 
However, in 1998, the Congress began appropriating funds to support 
heritage areas through the Heritage Partnership Program.

In addition, the Congress has placed in each area's designating 
legislation certain conditions on the receipt of federal funds. While 
the legislation designating the earliest heritage areas resulted in 
different funding structures, generally those created since 1996 have 
been authorized funding of up to $10 million over 15 years, not to 
exceed $1 million in any single year. In conjunction with this limit, 
the designating legislation attempts to identify a specific date when 
heritage areas no longer receive federal financial or technical 
assistance. Although heritage areas are ultimately expected to become 
self-sufficient without federal support, to date the sunset provisions 
have not limited federal funding. Since the first national heritage 
area was designated in 1984, five have reached the sunset date 
specified in their designating legislation. However, in each case, the 
sunset date was extended and the heritage area continued to receive 
funding from the Congress.

Finally, the areas' designating legislation typically requires the 
heritage areas to match the amount of federal funds they receive with a 
specified percentage of funds from nonfederal sources. Twenty-two of 
the 24 heritage areas are required to match the federal funds they 
receive. Of these 22 areas, 21 have a 50-percent match requirement--
they must show that at least 50 percent of the funding for their 
projects has come from nonfederal sources--and one has a 25-percent 
match requirement.

The Park Service Lacks an Effective Process for Ensuring that National 
Heritage Areas Are Accountable for Their Use of Federal Funds:

In the absence of a formal program, the Park Service oversees heritage 
areas' activities by monitoring the implementation of the terms set 
forth in the cooperative agreements. According to Park Service 
headquarters officials, the agency's cooperative agreements with 
heritage areas allow the agency to effectively oversee their activities 
and hold them accountable. These officials maintain that they can 
withhold funds from heritage areas--and have, in some circumstances, 
done so--if the areas are not carrying out the requirements of the 
cooperative agreements. However, regional managers have differing views 
on their authority for withholding funds from areas and the conditions 
under which they should do so.

Although Park Service has oversight opportunities through the 
cooperative agreements, it has not taken advantage of these 
opportunities to help to improve oversight and ensure these areas' 
accountability. In this regard, the agency generally oversees heritage 
areas' funding through routine monitoring and oversight activities, and 
focuses specific attention on the areas' activities only when problems 
or potential concerns arise. However, the Park Service regions that 
manage the cooperative agreements with the heritage areas do not always 
review the areas' annual financial audit reports, although the agency 
is ultimately the federal agency responsible for heritage area projects 
that are financed with federal funds.[Footnote 3] For example, managers 
in two Park Service regions told us that they regularly review heritage 
areas' annual audit reports, but a manager in another region said that 
he does not. As a result, the agency cannot determine the total amount 
of federal funds provided or their use. According to these managers, 
the inconsistencies among regions in reviewing areas' financial reports 
primarily result from a lack of clear guidance and the collateral 
nature of the Park Service regions' heritage area activities--they 
receive no funding for oversight, and their oversight efforts divert 
them from other mission-critical activities.

Furthermore, the Park Service has not yet developed clearly defined, 
consistent, and systematic standards and processes for regional staff 
to use in reviewing the adequacy of areas' management plans, although 
these reviews are one of the Park Service's primary heritage area 
responsibilities. Heritage areas' management plans are blueprints that 
discuss how the heritage area will be managed and operated and what 
goals it expects to achieve, among other issues. The Secretary of the 
Interior must approve the plans after Park Service review. According to 
the national coordinator, heritage area managers in the agency's 
Northeast region have developed a checklist of what they consider to be 
the necessary elements of a management plan to assist reviewers in 
evaluating the plans. While this checklist has not been officially 
adopted, managers in the Northeast and other regions consult it in 
reviewing plans, according to the national coordinator. Heritage area 
managers in the Park Service regions use different criteria for 
reviewing these plans, however. For example, managers in the regions 
told us that, to judge the adequacy of the plans, one region uses the 
specific requirements in the areas' designating legislation, another 
uses the designating legislation in conjunction with the Park Service's 
general designation criteria, and a third adapts the process used for 
reviewing national park management plans. While these approaches may 
guide the regions in determining the content of the plans, they provide 
little guidance in judging the adequacy of the plans for ensuring 
successful heritage areas.

Finally, the Park Service has not yet developed results-oriented 
performance goals and measures--consistent with the requirements of the 
Government Performance and Results Act--that would help to ensure the 
efficiency and effectiveness of its heritage area activities. The act 
requires agencies to, among other actions, set strategic and annual 
goals and measure their performance against these goals. Effectively 
measuring performance requires developing measures that demonstrate 
results, which, in turn, requires data. According to the national 
coordinator, the principal obstacles to measuring performance are the 
difficulty of identifying meaningful indicators of success and the lack 
of funding to collect the needed data. With regard to indicators, the 
national coordinator told us that the agency has tried to establish 
meaningful and measurable goals both for their activities and the 
heritage areas. The agency has identified a series of "output" measures 
of accomplishment, such as numbers of heritage areas visitors, formal 
and informal partners, educational programs managed, and grants 
awarded. However, the national coordinator acknowledged that these 
measures are insufficient, and the agency continues to pursue 
identifying alternative measures that would be more meaningful and 
useful. However, without clearly defined performance measures for its 
activities, the agency will continue to be unable to effectively gauge 
what it is accomplishing and whether its resources are being employed 
efficiently and cost-effectively.

The Park Service also has not required heritage areas to adopt a 
results-oriented management approach--linked to the goals set out in 
their management plans--which would enable both the areas and the 
agency to determine what is being accomplished with the funds that have 
been provided. In this regard, the heritage areas have not yet 
developed an effective, outcome-oriented method for measuring their own 
performance and are therefore unable to determine what benefits the 
heritage area--and through it, the federal funds--have provided to the 
local community. For example, for many heritage areas, increasing 
tourism is a goal, but while they may be able to measure an increase in 
tourism, they cannot demonstrate whether this increase is directly 
associated with the efforts of the heritage area. To address these 
issues, the Alliance of National Heritage Areas is currently working 
with Michigan State University to develop a way to measure various 
impacts associated with a national heritage area. These impacts 
include, among others, the effects on tourism and local economies 
through jobs created and increases in tax revenues.

According to Park Service officials, the agency has not taken actions 
to improve oversight because, without a formal program, it does not 
have the direction or funding it needs to effectively administer its 
national heritage area activities.

National Heritage Areas Do Not Appear to Have Affected Individual 
Property Rights:

National heritage areas do not appear to have affected private property 
rights, although private property rights advocates have raised a number 
of concerns about the potential effects of heritage areas on property 
owners' rights and land use. These advocates are concerned that 
heritage areas may be allowed to acquire or otherwise impose federal 
controls on nonfederal lands. However, the designating legislation and 
the management plans of some areas explicitly place limits on the 
areas' ability to affect private property rights and use. In this 
regard, eight areas' designating legislation stated that the federal 
government cannot impose zoning or land use controls on the heritage 
areas. Moreover, in some cases, the legislation included explicit 
assurances that the areas would not affect the rights of private 
property owners. For example, the legislation creating 13 of the 24 
heritage areas stated that the area's managing entity cannot interfere 
with any person's rights with respect to private property or have 
authority over local zoning ordinances or land use planning. While 
management entities of heritage areas are allowed to receive or 
purchase real property from a willing seller, under their designating 
legislation, most areas are prohibited from using appropriated funds 
for this purpose.[Footnote 4] In addition, the designating legislation 
for five heritage areas requires them to convey the property to an 
appropriate public or private land managing agency.

As a further protection of property rights, the management plans of 
some heritage areas deny the managing entity authority to influence 
zoning or land use. For example, at least six management plans state 
that the managing entities have no authority over local zoning laws or 
land use regulations. However, most of the management plans state that 
local governments' participation will be crucial to the success of the 
heritage area and encourage local governments to implement land use 
policies that are consistent with the plan. Some plans offer to aid 
local government planning activities through information sharing or 
technical or financial assistance to achieve their cooperation. 
Property rights advocates are concerned that such provisions give 
heritage areas an opportunity to indirectly influence zoning and land 
use planning, which could restrict owners' use of their property. Some 
of the management plans state the need to develop strong partnerships 
with private landowners or recommend that management entities enter 
into cooperative agreements with landowners for any actions that 
include private property.

Despite concerns about private property rights, officials at the 24 
heritage areas, Park Service headquarters and regional staff working 
with these areas, and representatives of six national property rights 
groups that we contacted were unable to provide us with a single 
example of a heritage area directly affecting--positively or 
negatively--private property values or use.

Conclusions:

National heritage areas have become an established part of the nation's 
efforts to preserve its history and culture in local areas. The growing 
interest in establishing additional areas will put increasing pressure 
on the Park Service's resources, especially since the agency receives 
limited funding for the technical and administrative assistance it 
provides to these areas. Under these circumstances, it is important to 
ensure that only those sites' that are most qualified are designated as 
heritage areas. However, no systematic process for designating these 
areas exists, and the Park Service does not have well-defined criteria 
for assessing sites' qualifications or effective oversight of the 
areas' use of federal funds and adherence to their management plan. As 
a result, the Congress and the public cannot be assured that future 
sites will have the necessary resources and local support needed to be 
viable or that federal funds supporting them will be well spent.

Given the Park Service's resource constraints, it is important to 
ensure that the agency carries out its heritage area responsibilities 
as efficiently and effectively as possible. Park Service officials 
pointed to the absence of a formal program as a significant obstacle to 
effective management of the agency's heritage area efforts and 
oversight of the areas' activities. In this regard, without a program, 
the agency has not developed consistent standards and processes for 
reviewing areas' management plans, the areas' blueprints for becoming 
viable and self-sustaining. It also has not required regional heritage 
area managers to regularly and consistently review the areas' annual 
financial audit reports to ensure that the Park Service--the agency 
with lead responsibility for these areas--has complete information on 
their use of funds from all federal agencies as a basis for holding 
them accountable. Finally, the Park Service has not defined results-
oriented performance goals and measures--both for its own heritage area 
efforts and those of the individual areas. As a result, it is 
constrained in its ability to determine both the agency's and areas' 
accomplishments, whether the agency's resources are being employed 
efficiently and effectively, and if federal funds could be better 
utilized to accomplish its goals.

Recommendations for Executive Action:

In the absence of congressional action to establish a formal heritage 
area program within the National Park Service or to otherwise provide 
direction and funding for the agency's heritage area activities, we 
recommend that the Secretary of the Interior direct the Park Service to 
take actions within its existing authority to improve the effectiveness 
of its heritage area activities and increase areas' accountability. 
These actions should include:

* developing well-defined, consistent standards and processes for 
regional staff to use in reviewing and approving heritage areas' 
management plans;

* requiring regional heritage area managers to regularly and 
consistently review heritage areas' annual financial audit reports to 
ensure that the agency has a full accounting of their use of funds from 
all federal sources, and:

* developing results-oriented performance goals and measures for the 
agency's heritage area activities, and requiring, in the cooperative 
agreements, heritage areas to adopt such a results-oriented management 
approach as well.

Thank you, Mr. Chairman and Members of the Committee. This concludes my 
prepared statement. I would be happy to respond to any questions that 
you or Members of the Committee may have.

Contacts and Acknowledgments:

For more information on this testimony, please contact Barry T. Hill at 
(202) 512-3841. Individuals making key contributions to this testimony 
included Elizabeth Curda, Preston S. Heard, Vincent P. Price, and 
Barbara Timmerman.

[End of section]

Appendix I: Scope and Methodology:

To examine the establishment, funding, and oversight of national 
heritage areas and their potential effect on private property rights, 
we (1) evaluated the process for identifying and designating national 
heritage areas, (2) determined the amount of federal funding provided 
to support these areas, (3) evaluated the process for overseeing and 
holding national heritage areas accountable for their use of federal 
funds, and (4) determined the extent to which, if at all, these areas 
have affected private property rights.

To address the first issue, we discussed the process for identifying 
and designating heritage areas with the Park Service's Heritage Area 
national coordinator and obtained information on how the 24 existing 
heritage areas were evaluated and designated. To determine the amount 
of federal funding provided to support these areas, we discussed 
funding issues and the availability of funding data with the national 
coordinator, the Park Service's Comptroller, and officials from the 
agency's Northeast, Midwest, Southeast, and Intermountain Regional 
Offices. We also obtained funding information from 22 of the 24 
heritage areas for fiscal years 1997 through 2002, and discussed this 
information with the executive directors and staff of each area. As of 
mid-March 2004, two heritage areas had not provided us with funding 
data. To verify the accuracy of the data we obtained from these 
sources, we compared the data provided to us with data included in the 
heritage areas' annual audit and other reports that we obtained from 
the individual areas and the Park Service regions. We also discussed 
these data with the executive directors and other officials of the 
individual heritage areas and regional office officials.

To evaluate the processes for holding national heritage areas 
accountable for their use of federal funds, we discussed these 
processes with the national coordinator and regional officials, and 
obtained information and documents supporting their statements.

To determine the extent to which, if at all, private property rights 
have been affected by these areas, we discussed this issue with the 
national coordinator, regional officials, the Executive Director of the 
Alliance of National Heritage Areas--an organization that coordinates 
and supports heritage areas' efforts and is their collective interface 
with the Park Service--the executive directors of the 23 heritage areas 
that were established at the time of our work, and representatives of 
several private property rights advocacy groups and individuals, 
including the American Land Rights Association, the American Policy 
Center, the Center for Private Conservation, the Heritage Foundation, 
the National Wilderness Institute, and the Private Property Foundation 
of America. In each of these discussions, we asked the individuals if 
they were aware of any cases in which a heritage area had positively or 
negatively affected an individual's property rights or restricted its 
use. None of these individuals were able to provide such an example.

In addition, we visited the Augusta Canal, Ohio and Erie Canal, Rivers 
of Steel, Shenandoah Valley Battlefields, South Carolina, Southwestern 
Pennsylvania (Path of Progress), Tennessee Civil War, and Wheeling 
National Heritage Areas to discuss these issues in person with the 
areas' officials and staff, and to view the areas' features and 
accomplishments first hand.

We conducted our work between May 2003 and March 2004 in accordance 
with generally accepted government auditing standards.

FOOTNOTES

[1] Although no heritage area program exists within the Park Service, 
the Congress has provided the Park Service an annual appropriation for 
administering its heritage area activities. The agency has allocated 
these amounts to fund a national coordinator position in the Park 
Service's headquarters, which directs and monitors the agency's 
heritage area activities.

[2] As of mid-March 2004, two heritage areas had not provided us with 
funding data.

[3] Under regulations implementing the Single Audit Act, recipients 
spending $500,000 or more of federal funds during a fiscal year are 
required to have an audit conducted for that year. They are also 
required to (1) maintain internal controls; (2) comply with laws, 
regulations, contracts, and grant agreements; (3) prepare appropriate 
financial statements; (4) ensure that audits are properly performed and 
submitted when due; and (5) take corrective actions on audit findings. 
This act is intended to, among other things, promote sound financial 
management of federally funded projects administered by state and local 
governments and nonprofit organizations. Prior to 2003, the dollar 
threshold for a single audit was $300,000 or more in expenditures in a 
fiscal year.

[4] The Shenandoah River Valley Battlefields National Historic District 
is the only heritage area that has received authority and 
appropriations to acquire land.