Category Archives: Budgets

HOUSE BUDGET COMMITTEE ANNOUNCES $3.65B SPENDING PLAN FOR ARPA AND STATE SURPLUS  

From the Massachusetts Municipal Association this afternoon –

HOUSE BUDGET COMMITTEE ANNOUNCES $3.65B SPENDING PLAN FOR ARPA AND STATE SURPLUS  

October 25, 2021  

Dear Osler Peterson,  

Today, the House Committee on Ways and Means announced a $3.65 billion spending plan that draws from two revenue sources: the state’s multi-billion dollar fiscal 2021 surplus and its allocation from the American Rescue Plan Act’s State and Local Coronavirus Relief Fund.  

The House proposal (H. 4219) targets seven major categories: housing, environment and climate change mitigation, economic development, workforce, health and human services, education, and food insecurity.   House members have until 3 p.m. on Tuesday to file amendments, and debate is scheduled to begin on Thursday. After the House approves its proposal, the Senate is expected to offer its own bill in the coming weeks.  

The following are the highlights of H. 4219:  

Housing The $600 million proposed for housing programs includes targeted investments in supportive housing production, public housing maintenance, homeownership assistance, the CommonWealth Building Program, and affordable housing production.  

Environment and climate The bill includes $350 million for environmental infrastructure and development spending, with a focus on environmental justice communities. Targeted investments include Marine Port Development and Offshore Wind, environmental infrastructure projects aimed at bolstering communities’ climate resiliency, water and sewer infrastructure improvements, greening the Gateway Cities, and upgrades to state parks and recreational facilities.   Of the $350 million, $100 million would go to low-income, environmental justice and urban communities to improve climate resiliency. A $100 million water and sewer infrastructure component also prioritizes projects that support environmental justice populations and those disproportionately impacted by the public health emergency.  

Economic development With $777 million allocated for economic development, the House proposal includes a $500 million investment in the Unemployment Trust Fund, aid for the recovery of the cultural sector of the economy through the Massachusetts Cultural Council, funding for the YouthWorks summer jobs program, tax relief for small businesses, and money to help close the digital divide and assist in the resettlement of Afghan refugees.  

Workforce The bill would focus $750 million on workforce issues, including $500 million for premium pay bonuses for essential workers who worked in-person during the state of emergency, as well as funds for the Workforce Competitive Trust Fund and career technical institutes and vocational schools.  

Health and human services The bill targets relief for financially strained providers, such as hospital and nursing facilities, and investments in workforce initiatives, behavioral health programs, technical infrastructure for community health center improvements, prison reentry grants, and community-based violence prevention.  

Education The House proposal seeks to address disparities in public school facilities, including $100 million for HVAC grants to be distributed through the Department of Elementary and Secondary Education under the guidance of the Racial Imbalance Advisory Council. Additional education investments include higher education capital projects, the endowment incentive program, special education needs, and pathways to educator licensure for Black, indigenous, and people of color.  

Food insecurity The bill includes $78 million to address food insecurity, focusing on infrastructure grants.  

In June, Gov. Charlie Baker proposed his plan to spend roughly half of the Commonwealth’s State and Local Coronavirus Relief Funds, and in August, the governor filed a separate supplemental budget bill to spend a large portion of the fiscal 2021 state surplus. The Legislature passed a scaled-back supplemental budget — signed by the governor on Oct. 21 — that delayed decisions on how to spend much of the state surplus.
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Higher Logic

State $ support to Medfield up $127K next year

Email received today from the Division of Local Services (DLS), a part of the Massachusetts Department of Revenue:

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FY2022 Preliminary Cherry Sheets Estimates 

The FY2022  Conference Committee Report was released on Thursday July 8th and approved by both the House of Representatives and Senate Friday July 9th.  As a result, DLS has updated the preliminary cherry sheet estimates to reflect these new funding levels. The preliminary cherry sheets can be found on the DLS website.

Click here for Preliminary Municipal Cherry Sheet Estimates or here for Preliminary Regional Cherry Sheet Estimates.

If you have any questions about the preliminary estimates, please contact the Data Analytics and Resources Bureau at databank@dor.state.ma.us.

County on our ARPA monies

This from the County Commissioners. It is not clear to me how much they intend to administer our ARPA monies, versus just paying us our ARPA monies. Reading the 2024 and 2026 dates causes me some concern about their planned level and length of involvement.

The County of Presidents
CLERK:
WALTER F. TIMILTY
July 12, 2021
COMMONWEAL TH OF MASSACHUSETTS
COUNTY OF NORFOLK
COUNTY COMMISSIONERS
JOSEPH P. SHEA, CHAIRMAN, QUINCY
PETER H. COLLINS, MIL TON
RICHARD R. STAITI, CANTON
Dear Norfolk County Executive,
TRUSTEES OF
NORFOLK COUNTY AGRICULTURAL SCHOOL
We are pleased to announce that on July 7, 2021, the Norfolk County Commissioners voted
unanimously to accept the funds associated with the American Rescue Plan Act of 2021 (ARPA).
This action effectively allows the County Treasurer to apply for these federal funds and to have
the County Commissioners administer the funds on behalf of the Norfolk County Communities.
Norfolk County is expected to receive a total of approximately $13 7 Million over the life of this
grant. The County Director is working to develop a program for communities to make
application and receive awards from this grant.
The Norfolk County Commissioners firmly believe that working with other counties will benefit
our shared mission to provide direct support to the communities we service. On July 1, 2021, the
County Commissioners participated in a tri-county meeting with the Plymouth and Bristol
County Commissioners to exchange ideas and gain a common knowledge of grant administration
to provide more efficient and cost effective grant management for the betterment of our
respective counties. During this meeting, Plymouth County offered detai ls of the plan they
developed to manage distribution of CARES act funds.
The Plymouth County model proposes to fund the administration costs of the ARP A program via
interest gained from the federal grant funds held by the County Treasurer until released to the
respective cities and towns. The goal of this plan is to have all available grant funds flow
directly to the communities.
As the County Treasurer prepares to make application for funds to the United States Treasury,
we will commence our program development to prepare a similar plan to administer these funds
according to the Interim Final Rule guidelines. This process will take time. We ask each
community to patiently work with us toward building a successful program. Our approach will
include the following planned steps;
ADMINISTRATIVE OFFICES 614 HIGH STREET SUITE 201 P.O. BOX 310 DEDHAM, MA 02027-0310
TEL: (781) 461-6105 FAX: (781) 326-6480 EMAIL: info@norfolkcounty.org WEBSITE: www.norfolkcounty.org
SERVING THE COMMUNITIES OF: AVON, BELLINGHAM, BRAINTREE, BROOKLINE, CANTON, COHASSET, DEDHAM. DOVER, FOXBOROUGH, FRANKLIN, HOLBROOK, MEDFIELD.
MEDWAY, MILLIS, MILTON, NEEDHAM, NORFOLK, NORWOOD, PLAINVILLE, QUINCY, RANDOLPH, SHARON, STOUGHTON, WALPOLE, WELLESLEY, WESTWOOD, WEYMOUTH, WRENTHAM
~75C
A. Within the next 30 days
Conduct a virtual meeting with Town executives and Advisory Board members. The agenda will
include hearing from community leaders about specific needs, ideas, and any questions
concerning program management.
B. Within the next 45 days
Conduct a separate virtual meeting with Norfolk County Finance Committee members to
similarly address plan management and fund management.
We understand the County communities desire to secure these funds as soon as possible. This
need, however, should be coupled with the understanding that deliberate program development
and sound management will allow us to handle our communities grant needs until December 31,
2024 when this grant ends (period of performance through December 31, 2026).
Our main goal is to provide the Norfolk County communities with exceptional service to manage
these funds with a program designed to optimize resources and expedite payments while
adhering to the grant guidelines.
We are very excited for this opportunity to share these resources and collaborate with each
community to help make all our Norfolk County communities stronger for years to come.
Peter H. Collins
County Commissioner
Joseph P. Shea
Chairman
Richard R. Staiti
County Commissioner

Medfield’s FY2022 Preliminary Cherry Sheet Estimates show a $130K increase over last year

These state aide estimates are from the Division of Local Services (DLS) at the Massachusetts Department of Revenue. Next a conference committee has to reconcile the different amounts proposed by the legislature and the senate. –

Senate W&M budget released

SENATE W&M COMMITTEE OFFERS $47.6B FY22 BUDGET WITH KEY INVESTMENTS IN MUNICIPAL & SCHOOL AID 

• INCLUDES THE FULL $39.5M INCREASE IN UGGA
• INCREASES CHAPTER 70 BY $220M ABOVE FY21,FUNDING THE STUDENT OPPORTUNITY ACT ON SCHEDULE
• INCREASES CHARTER SCHOOL REIMBURSEMENTS BY $31.7M• ADDS $46M FOR STUDENT ENROLLMENT AND SUMMER SCHOOL GRANTS
• INCLUDES $389M TO FUND THE SPECIAL EDUCATION CIRCUIT BREAKER• ADDS $1M TO McKINNEY-VENTO REIMBURSEMENTS OVER FY21
•ADDS $4M TO PILOT 

May 11, 2021 

Dear Osler Peterson, 

Earlier today, the Senate Ways & Means Committee advanced a $47.6 billion fiscal 2022 state budget plan to the full Senate for consideration later this month. The plan would increase overall state expenditures by 2.6% over the current year’s budget, and reflects a 4.3% increase over the Governor’s January budget proposal. The SW&M budget matches the 3.5% increase in Unrestricted General Government Aid (UGGA) in the Governor’s and House budgets, would significantly increase Chapter 70 school aid, and includes $40 million in a one-time grant program targeting student enrollment decline. 

The full Senate will start debate on the FY22 budget on Tuesday, May 25, and Senate members must file all budget amendments by 2 p.m. on Friday, May 14. The Senate usually considers over 1,000 amendments during budget debate week. 

The SW&M budget would increase funding for other major aid programs by adding $220 million to Chapter 70 aid over FY21; $37 million in additional funds for Charter School Mitigation payments, and an additional $1 million for McKinney-Vento transportation for homeless students. To acknowledge student enrollment declines due to the public health emergency, S. 3 would set aside $40 million in a one-time reserve account to assist districts impacted by the decline, as well as $6 million in one-time grant funding for summer school and student mental health support. The proposal would also provide an increase of $1 million for public libraries and $1 million for regional public libraries. S.3 also proposes a $4 million increase for the Payment-in-Lieu-of-Taxes (PILOT) for state-owned land account. 

Later Today or by the End of the Week, You Can Use This Link to See Your Community’s Local Aid and Preliminary Cherry Sheet Numbers in the Senate Ways & Means Budget, as Posted by the Division of Local Services 

You Can Link to the SW&M Committee’s Budget Here 

Chapter 70

The Senate Ways & Means budget would increase Chapter 70 aid by $220 million over FY21, bringing the total to $5.503 billion. S. 3 would fund the “goal rates” originally set forth in the Student Opportunity Act, which set a seven-year schedule that was to begin in FY21 but was sidelined last year due to the public health emergency. To get back on track, the MMA joined with other education advocates to ask the Legislature to fund Chapter 70 at an SOA implementation rate of one-sixth rather than one-seventh in order to return to the intended schedule. The House-Senate local aid agreement included a commitment to fund the Student Opportunity Act increases at one-sixth. S. 3 includes a one-time provision, introduced in the Governor’s budget and supported by the MMA, that would allow municipalities to use a portion of their school district’s Elementary and Secondary School Emergency Relief (ESSER II) federal grant award toward the increase from last year in their required local contribution. The House did not include this language. 

Rural School Aid
Rural School Aid is funded at $3 million, reinserting an important account for rural school districts, especially those struggling with declining enrollment. The Governor funded this account at $1.5 million, half of the FY21 appropriation, and the House did not include the line item. 

Special Education Circuit Breaker
S. 3 provides $387.9 million, including approximately $15 million funds carried over from the previous year, for the Special Education Circuit Breaker, reimbursing school districts for the high cost of educating students with disabilities at the statutorily required 75% reimbursement rate. This reimbursement rate, as well as the inclusion of costs associated with out-of-district transportation, reflect obligations outlined in the Student Opportunity Act. The total appropriation is higher than the budgets offered by the Governor and the House. 

Charter Schools
To address charter school mitigation payments, S. 3 includes $149.1 million to reimburse school districts at 75%, the rate set forth in year one of the Student Opportunity Act implementation schedule, for costs incurred when students leave to attend charter schools, which is $5 million below the House budget. The MMA points out that charter school finance presents a major challenge to many districts, in a number of cases negating the increases districts realize in Chapter 70 aid. 

School Transportation
The Senate Ways and Means budget decreases regional school transportation to $78.6 million. The House budget was higher at $82 million. The Senate Ways and Means budget would increase transportation for homeless students under McKinney-Vento by $1 million over FY21, to $14.4 million. Out-of-district vocational transportation is level-funded at $250,000. 

PILOT Funding Increased
Recognizing the importance of Payments-in-Lieu-of-Taxes (PILOTS) for state-owned land, the Senate Ways & Means Committee increased the line item to $35 million (a $4 million increase over FY21). The Governor’s budget had recommended level-funding at $31 million; the House increased the account to $33 million. Underfunding PILOT over the years has created a significant hardship for smaller communities with large amounts of state-owned property. 

Shannon Grants, Cybersecurity, and Library Aid
S. 3 includes level-funding for the Shannon grants for gang violence prevention and intervention, and includes critical funding for the Mass Cybersecurity Innovation Fund, which provides important outreach and training programs for municipalities. The accounts for public libraries and regional public libraries would each see an increase of $1 million, matching the House proposal. 

SUMMARY
It is clear that Senate leaders are prioritizing K-12 funding, unrestricted municipal aid and other increases for cities and towns, as they advance an agenda to ensure stability during a time of uncertainty. The local funding aid agreement reached by the Joint Ways and Means Committee last month, including commitments to UGGA, Chapter 70, and the acknowledgement of school enrollment challenges, creates a more stable budget-setting process for cities and towns in the weeks and months ahead. This progress is deeply appreciated. During the budget debate and legislative session, the MMA will work to build on this progress, and will continue to advocate for full funding of the education funding priorities outlined in the Student Opportunity Act, fixing the serious problems caused by the current charter school system, securing higher Chapter 70 minimum aid increases, achieving full funding for all municipal and school reimbursement programs including transportation accounts, and providing higher PILOT funding. 

Please Call Your Senators Today to Thank Them for the Local Aid Investments in the Senate Ways and Means Committee Budget. 

Please Explain How the Senate Ways and Means Budget Would Impact Your Community, and Ask Your Senators to Build on this Progress During the Budget Debate. 

State budget clears House

Medfield’s #s in the budget proposal –

Contact Your Legislator Today!
HOUSE W&M COMMITTEE OFFERS $47.65B FY22 BUDGET WITH KEY INVESTMENTS IN MUNICIPAL & SCHOOL AID   • INCLUDES THE FULL $39.5M INCREASE IN UGGA • INCREASES CHAPTER 70 BY $21M ABOVE GOV’S BUDGET TO FUND THE STUDENT OPPORTUNITY ACT ON SCHEDULE • INCREASES CHARTER SCHOOL REIMBURSEMENTS BY $37M • ADDS $55M FOR STUDENT ENROLLMENT AND SUMMER SCHOOL GRANTS • INCLUDES $367M TO FUND THE SPECIAL EDUCATION CIRCUIT BREAKER • RESTORES $6M TO LEVEL FUND REGIONAL SCHOOL TRANS. AT FY21 LEVEL • ADDS $1M TO McKINNEY-VENTO REIMBURSEMENTS OVER FY21 •ADDS $2M TO PILOT  

April 14, 2021  

Dear Osler Peterson,  

Earlier today, the House Ways & Means Committee advanced a $47.65 billion fiscal 2022 state budget plan to the full House for consideration later this month. The plan would increase overall state expenditures by 2.6 percent over the current year’s budget, and reflects a 3.9 percent increase over the Governor’s January budget proposal. The HW&M budget matches the 3.5% increase in Unrestricted General Government Aid (UGGA) in the Gov’s budget, adds a significant increase to Chapter 70 school aid and Charter School reimbursements, and includes $55 million in important new grant programs.  

The full House will start debate on the FY22 budget on April 26, and House members must file all budget amendments by 5:00 p.m. on Friday, April 16. The House usually considers over 1000 amendments during budget debate week.  

H. 4000, the House Ways & Means budget, provides progress on many important local aid priorities, including the full $39.5 million increase in Unrestricted General Government Aid that the Governor proposed and communities are counting on. The House Ways & Means budget also mirrors the Governor’s proposed increase for Special Education Circuit Breaker, with an increase over FY 2021 of $22.5 million.  

The HW&M budget would increase funding for other major aid programs, by adding $21 million to Chapter 70 aid above the House One recommendation, for a total increase of $219 million; $37 million in additional funds for Charter School Mitigation payments, and an additional $1 million for McKinney-Vento transportation for homeless students. To acknowledge student enrollment declines due to the public health emergency, H. 4000 would set aside $40 million in a one-time reserve account to assist districts impacted by the decline, as well as $15 million in one-time grant funding for summer school and student mental health support. The proposal would also provide an increase of $1 million for public libraries and $1 million for regional public libraries. H. 4000 also proposes a $2 million increase for the Payment-in-Lieu of Taxes (PILOT) for state-owned land account.

Later Today or By the End of the Week You Can Use this Link to See Your Community’s Local Aid and Preliminary Cherry Sheet Numbers in the House Ways & Means Budget, as Posted by the Division of Local Services   You Can Link to the HW&M Committee’s Budget Here  

$39.5 MILLION INCREASE IN UNRESTRICTED MUNICIPAL AID

In January, the Administration kept its commitment to cities and towns to tie the increase in Unrestricted General Government Aid to the projected rate of growth in state tax revenues. This year, that increase was 3.5%, representing an increase of $39.5 million. The House Ways and Means FY 2022 plan would provide $1.168 billion for UGGA, reflecting the same increase proposed by Governor Baker. In a statement released by the Chairs of the Joint Ways and Means Committee last week, the two chambers have reached an agreement on this amount and every city and town will see their UGGA funding increase by 3.5%. This is welcome news to provide stability and predictability in municipal budgeting.  

CHAPTER 70 AID RETURNS TO ORIGINAL STUDENT OPPORTUNITY ACT SCHEDULE

The House budget committee is proposing a $219 million increase in Chapter 70 education aid ($21 million higher than the $197.7 million increase in H. 1), which would fund the “goal rates” originally set forth in the Student Opportunity Act. The SOA schedule set a 7-year schedule beginning in FY 2021, but that was sidelined last year due to the public health emergency. To get back on track, the MMA joined with other education advocates to ask the Legislature to fund Chapter 70 at an SOA implementation rate of 1/6th rather than 1/7th in order to return to the intended schedule.   Last week, House and Senate leaders reached a local aid funding agreement, which included this commitment to fund the increases in the SOA at 1/6th, funding Chapter 70 at a total of $5.503 billion. While this is important progress for districts, most districts remain at minimum aid.  

CHARTER SCHOOL MITIGATION PAYMENTS WOULD INCREASE BY $37 MILLION

House Ways & Means is proposing a total of $154 million for Charter School Mitigation Payments, which reflects an increase of $37 million over the current fiscal year. In keeping with the first year of a 3-year phase-in funding schedule outlined in the Student Opportunity Act, this investment meets the Legislature’s statutory obligation to fund charter school reimbursements at 75%. Charter school finance still presents a major challenge to many districts, in a number of cases negating the increases districts realize in Chapter 70 aid.  

$367 MILLION FOR SPECIAL EDUCATION CIRCUIT BREAKER

In line with the Governor’s budget recommendation in January, the House Ways & Means Committee’s budget includes the Governor’s recommendation of $367 million for Special Education Circuit Breaker, a $22.5 million increase over FY 2021. The Student Opportunity Act expanded the circuit breaker by including out-of-district transportation, an important enhancement for cities and towns.  

HW&M PROVIDES MIXED FUNDING FOR SCHOOL TRANSPORTATION ACCOUNTS

The House Ways & Means budget level funds regional transportation at $82 million. The budget would increase transportation for homeless students under McKinney-Vento by $1million to $14.4 million. There is no line item for out-of-district vocational transportation, which last year was funded at $250,000.  

PAYMENTS-IN-LIEU-OF-TAXES (PILOT) AND LIBRARY AID

Recognizing the importance of Payments-in-Lieu-of-Taxes (PILOTS) for state-owned land, the House Ways & Means Committee increased the line-item by $2 million to $33 million. The Governor’s budget had recommended level-funding at $31 million. Underfunding PILOT over the years has created a significant hardship for smaller communities with large amounts of state-owned property. The accounts for public libraries and regional public libraries would each see an increase of $1 million.  

SUMMARY

It is clear that House leaders are prioritizing K-12 funding and other increases for cities and towns, as they advance an agenda to ensure stability during a time of uncertainty. The local funding aid agreement reached by the Joint Ways and Means Committee last week, including commitments to UGGA, Chapter 70, and the acknowledgement of school enrollment challenges, will create a more stable budget-setting process for cities and towns in the weeks and months ahead. This progress is deeply appreciated.   During the budget debate and legislative session, the MMA will work to build on this progress, and will continue to advocate for full funding of the education funding priorities outlined in the Student Opportunity Act, fixing the serious problems caused by the current charter school system, securing higher Chapter 70 minimum aid increases, achieving full funding for all municipal and school reimbursement programs, and providing higher PILOT funding.  

Please Call Your Representatives Today to Thank Them for the Local Aid Investments in the House Ways and Means Committee Budget   Please Explain How the House Ways and Means Budget Would Impact Your Community, and Ask Your Representatives to Build on this Progress During the Budget Debate   Thank You!

Medfield share of Federal $$$ = $1.28m. (to town), $2.4m. (to Norfolk County), & $414K (to schools)

The Town of Medfield appears in line to get the American Recovery Plan Federal monies in three separate pools:

  1. $1.28 m. from the American Recovery Plan paid to the Town of Medfield;
  2. $2.5 m. from the American Recovery Plan paid to Norfolk County for Medfield; and
  3. $414,000 from the American Recovery Plan going to the Medfield Schools under the ESSER Fund.

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This is from the Massachusetts Municipal Association chart about the first two items:

This image has an empty alt attribute; its file name is image-3.png

Town Administrator, Kristine Trierweiler, reports that the County has not determined what the County will do with their share and how it will be distributed.

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This email is from Congressman Auchincloss’ office about the third item:

From: O’Neil, Kevin
Date: Fri, Mar 19, 2021 at 12:29 PM
Subject: FW: American Rescue Plan- Estimated ESSER Funds
To:

Good morning Superintendent, State Senator, State Representatives, and Town Administrator,

The Congressional Research Service recently released estimates for grants expected to be issued to Local Education Agencies under the Elementary and Secondary School Emergency Relief (ESSER) Fund included in the American Rescue Plan. Below is the estimated amount your school district can expect to receive, along with information on how funds can be used. As the Department of Education and Department of Elementary and Secondary Education (DESE) release further guidance, our office will continue to update you all and answer any outstanding questions.

Medfield School District estimated funds under the ESSER Fund – $414,000

How funds can be used (please note this list is not exhaustive and will be subject to further agency guidance)-

  1. At least 20% of funds received by an LEA must be used to address learning loss through the implementation of evidence-based interventions, including summer learning, extended day or afterschool programs, or extended school year programs.
  2. Remaining funds may be used for any activities under current law, and other key activities including but not limited to:
    1. Purchasing sanitation and PPE, training school staff on pandemic preparedness measures and developing health protocols in alignment with CDC guidelines;
    2. Repairing school facilities to reduce virus transmission and exposure to environmental health hazards;
    3. Providing technology for online learning to all students, including hardware, software and connectivity, and meals to eligible students engaged in remote learning;
    4. Providing mental health services for students;
    5. Other activities necessary to maintain continuity of services for school districts and employment of staff

Additionally, school districts must solicit public input on and publish plans for the safe return to in-person instruction within 30 days after receipt of funds.

Please reach out if you have any questions or concerns.

Best,

Kevin O’Neil

Kevin O’Neil  | District Representative
Office of Congressman Jake Auchincloss, MA-4

29 Crafts Street, Suite 375 Newton, MA 02458

Office: (617) 332-3333

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Details will follow on how the monies can be used.

Massachusetts Community Preservation Act (CPA)

From:

  1. Richard DeSorgher (first),
  2. Norfolk Registrar of Deeds (second – Medfield paid in $166,440.00), and
  3. the Division of Local Services (DLS) newsletter this week –

===============================================

From: Richard DeSorgher
Sent: Monday, February 1, 2021 5:03 PM
To: Osler Peterson
Subject: Community Preservation Funds

Hi Pete,

 Hope you are well and staying safe during this most trying of times, especially as a town selectmen. I know you and I talked about the importance and common sense tax-saving ability adopting the Community Preservation Act would be for Medfield, so I am attaching the notice sent to me from the Registry of Deeds about the land document surcharges Medfield has forwarded to the Community Preservation fund; that sadly Medfield is missing out on but of which 186 other communities are taking advantage.

I was appointed to the Historical Committee down here in Mashpee and I have seen the advantage of those funds. Mashpee originally contributed 3% to the CPC funds. We have since reduced it by one percent, having a one percent surcharge instead go towards waste-water treatment in the town.

 We have approved through the Community Preservation funds a new war memorial for the town veterans, a community garden, a playground,  a dog park, a pickleball court (a sport I had never heard of before moving here),funding for low-income housing, money to preserve the Mashpee Parsonage, one of the oldest structures in town, preserving early town records, purchasing conservation land (a former bog), just to name a few in the short time I have been down here.

 It is such an important and money saving act that the town has adapted. 

Towns, like Medfield, are contributing to the system but are not receiving any of the benefits and instead must fund town projects at 100% instead of having the CPC funds to help lessen the taxpayers’ load.

I know I am preaching to the choir but just wanted to send along the Registry of Deeds letter in case you did not receive one and to give some re-enforcing support now that I have actually seen it in action.

 Stay well and thanks for all you and the town government does for the citizens of Medfield.

Richard 

WILLIAM P. O 'DONNELL
REGISTER OF DEEDS
ASSISTANT RECORDER OF THE
LAND COURT
Selectman Osler L. Peterson
Medfield Board of Selectmen
10 Copperwood Road
Medfield, MA 02052
Dear Selectman Peterson,
COUNTY OF NORFOLK
COUNTY O F PRESIDENTS
REGISTRY OF DEEDS
NORFOLK REGISTRY DISTRICT OF THE LAND COURT
January 20, 2021
The fees for the Community Preservation Act are set by the State Legislature on land documents
recorded here at the Norfolk County Registry of Deeds. I thought the chart on the reverse side would be
of interest to you. It provides an illustration of the funds generated by the Community Preservation Act
(CPA) in your community based on recorded real estate filings during the 2020 calendar year.
The Community Preservation Act was signed into law on September 14, 2000. Today there are
186 Massachusetts communities that have adopted this act. 16 communities out of the 28 communities
that make up Norfolk County have adopted the law. As of December 31, 2019, fees collected for the
Community Preservation Act were increased to $50.00 for most land documents recorded and $30.00 for
municipal lien certificates. The Registry of Deeds, at no additional cost to the Commonwealth or local
communities, collects these revenues once a land document is recorded and forwards the monies to the
Massachusetts Department of Revenue on a monthly basis. The funds forwarded to the Commonwealth
are then redistributed back to the communities that have adopted the Community Preservation Act.
The Norfolk County Registry of Deeds which is located at 649 High Street, Dedham, is the
principal office for real property in Norfolk County. The Registry is a resource for homeowners, title
examiners, mortgage lenders, genealogists, municipalities and others with a need for secure, accurate,
accessible land record information. For assistance, please contact our Customer Service Center at (781)
461-6101 , or visit our website at www .norfolkdeeds.org.
1 hope you find this data to be informative and helpful. In the meantime, if I can be of assistance
to you, please do not hesitate to contact me at 781-461-6116 or by email at
registerodonnell@norfolkdeeds.org. 2020 was certainly a challenging year and one we will not soon
forget. I wish you a happy and healthy 2021. Be well. Be safe.
WPO/rg
Sincerely yours,
~//frJP~
William P. O'Donnell
Norfolk County Register of Deeds
649 HIGH STREET. DEDHAM . MASSACHUSETTS 02026
TE L EPHONE : 781 -461-6 11 6 FAX : 781-326-4246
EM Al L : registerodonnell@norfolkdeeds.org
www.norfolkdeeds.org
I] facebook.com/NorfolkDeeds ~ twitter.com/NorfolkDeeds You(g youtube.com/NorfolkDeeds
linked fm linkedin.com/company/Norfolk-County-Registry-of-Deeds ~ @NorfolkDeeds
NORFOLK COUNTY REGISTRY OF DEEDS
COMMUNITY PRESERVATION ACT (CPA)
SURCHARGES BY TOWN FOR CALENDAR YEAR 2020
TOWN TOTAL
AVON $60,260.00
BELLINGHAM $219,660.00
BRAINTREE $400,235.00
BROOKLINE $478,050.00
CANTON $269,455.00
COHASSET $147,775.00
DEDHAM $288,320.00
DOVER $86,525.00
FOXBOROUGH $199,605.00
FRANKLIN $393,210.00
HOLBROOK $125,170.00
MEDFIELD $166,440.00
MEDWAY $158,550.00
MIUJS $117,615.00
MILTON $329,310.00
NEEDHAM $389,610.00
NORFOLK $155,295.00
NORWOOD $266,565.00
PIAINVILLE $102,095.00
QUINCY $731,850.00
RANDOLPH $279,160.00
SHARON $230,840.00
STOUGHTON $288,795.00
WALPOLE $314,670.00
WELLESLEY $312,495.00
WESTWOOD $189,110.00
WEYMOUTH $620,970.00
WRENTHAM $171,120.00

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Ask DLS: Community Preservation Act – Part 8

This month’s Ask DLS features Part 8 of frequently asked questions concerning the Community Preservation Act (CPA) and CPA funding for eligible open space projects. Additional questions about the CPA will be featured in future editions of City & Town. For Part 7 of the series, see the January 7, 2021 edition of City & Town. For additional information on the Community Preservation Act see Informational Guideline Release (IGR) 19-14. Please let us know if you have other areas of interest or send a question to cityandtown@dor.state.ma.us. We would like to hear from you.

In general, what community preservation projects are eligible for funding under the CPA?

There are three community preservation project or asset categories: (1) open space (including land for recreational use); (2) historic resources; and (3) community housing. These FAQs will discuss CPA funding for projects relating to open space.

What is the definition of “open space?”

“Open space”  is defined in G.L. c. 44B, § 2 to “include, but not be limited to, land to protect existing and future well fields, aquifers and recharge areas, watershed land, agricultural land, grasslands, fields, forest land, fresh and salt water marshes and other wetlands, ocean, river, stream, lake and pond frontage, beaches, dunes and other coastal lands, lands to protect scenic vistas, land for wildlife or nature preserve and land for recreational use.”

For what purposes may CPA funds be spent regarding open space?

The CPA clarifies allowable community preservation project expenditures through its definitions which are found in G.L. c. 44B, § 2. As a result, the CPA definitions should always be reviewed when determining if an expenditure is allowable.

Acquisition, creation, and preservation – CPA funds may be spent for the acquisition, creation, and preservation of open space.

“Acquisition” is defined in G.L. c. 44B, § 2 as “obtain[ing] by gift, purchase, devise, grant, rental, rental purchase, lease or otherwise.” ”Acquire” does not include a taking by eminent domain, except as provided under c. 44B.

“Creation” – There is not a specific definition of “creation” under the CPA; however, “creation” was defined by the court for CPA purposes in the case of Seideman v. City of Newton, 452 Mass. 472 (2008) to mean “to bring into being or to cause to exist.”

“Preservation” is defined under G.L. c. 44B, § 2 as “protection of personal or real property from injury, harm or destruction.”

Rehabilitation or restoration of open space – CPA funds may also be spent for the rehabilitation or restoration of open space; provided the open space was acquired or created with community preservation funds.

”Rehabilitation” is defined under G.L. c. 44B, § 2 as “capital improvements, or the making of extraordinary repairs, to historic resources, open spaces, lands for recreational use and community housing for the purpose of making such historic resources, open spaces, lands for recreational use and community housing functional for their intended uses including, but not limited to, improvements to comply with the Americans with Disabilities Act and other federal, state or local building or access codes; provided, that with respect to historic resources, ”rehabilitation” shall comply with the Standards for Rehabilitation stated in the United States Secretary of the Interior’s Standards for the Treatment of Historic Properties codified in 36 C.P.R. Part 68; and provided further, that with respect to land for recreational use, ”rehabilitation” shall include the replacement of playground equipment and other capital improvements to the land or the facilities thereon which make the land or the related facilities more functional for the intended recreational use.

“Restoration” is not defined under the CPA and we are not aware of any cases defining “restoration” in the CPA context. In the absence of such an interpretation, we look to the usual and generally understood meaning of words from sources known to the legislature, such as use in other legal contexts and dictionary definitions. See Seideman v. Newton, 452 Mass. 472, 477-478 (2008). At webster-dictionary.org, “restoration” is defined as “the act of restoring or bringing back to a former place, station, or condition.”

What are some examples of allowable CPA open space projects?

Acquisition of open space – Acquisition of real property or an interest in real property is allowable for open space purposes, including the acquisition of agricultural land, grasslands, fields, forest land, watershed land, fresh and salt water marshes and other wetlands, ocean, river, stream, lake and pond frontage, beaches, dunes and other coastal lands, land to protect scenic vistas, land for wildlife or a nature preserve, land for recreational use and land to protect existing and future well fields, aquifers and recharge areas. Again, one must look to G.L. c. 44B, § 2, to determine the definitions of “real property” and “real property interest” for CPA expenditure purposes. Under G.L. c. 44B, § 5(f), the price of an acquisition must not exceed the value of the property as determined through “procedures customarily accepted by the appraising profession as valid.” And, under G.L. c. 44B, § 12,  real property interests financed in whole or in part with CP Fund monies must be bound by a permanent restriction which conforms to the requirements of G.L. c. 184, §§ 31-34 and the city or town must own any real property interest acquired with community preservation monies. Management of the properties may be delegated by the legislative body to the conservation commission, park commission or to a nonprofit corporation created under G.L. c. 180 or nonprofit trust created under G.L. c. 203.

Acquisition of open space – Appropriation of CP funds to a conservation fund established by G.L. c. 40 § 8C is allowable; however, any expenditure of such funds remains subject to the restrictions imposed by the CPA, including the requirement that any land acquired must be bound by the restriction described in G.L. c. 44B, § 12. Therefore, the conservation commission may spend CPA funds only for those purposes that are authorized by both G.L. c. 40 § 8C and the CPA, for example, acquisition of land for open space purposes. To ensure that these requirements are carried out, the CPC recommendation and any legislative body appropriation vote should expressly include these conditions.

Rehabilitation of open space – Expenditures for rehabilitation and restoration of open space (not including lands for recreational use) are not allowable unless the open space was acquired or created using CPA funds pursuant to G.L. c. 44B, § 5(b)(2). For example, funding is allowable for “rehabilitation” of municipal forest land only if the forest land was acquired with community preservation funds. CP funds cannot be used, however, to fund any expenditure that would fall within the CPA definition of “maintenance,” even if the expenditure is required by a forest management plan. G.L. c. 44B, §§ 2 and 5(b)(2). See Part 6 of these FAQs for more information on prohibited CPA expenditures, published in the December 3, 2020 edition of City & Town.

Stay tuned for next month’s City & Town for Part 9 in our FAQ series on the CPA when we will discuss allowable CPA land for recreational use projects. For more information, see Informational Guideline Release (IGR) 19-14.

Medfield’s cherry sheet numbers

Below are Medfield’s cherry sheet numbers in the Governor’s budget released by Division of Local Services (DLS) this week. The town’s state monies will be up $335K or 3.96% over last year per these numbers.

The town’s state revenue numbers are called “cherry sheet” numbers because historically these budget numbers were issued on red paper – back when things were still done on paper.

Next in the annual state budget process the House will produce its budget numbers, followed by the Senate version, the consensus version of the two, the Governor’s vetos, any legislative veto overrides, which is what will then be next year’s budget. That process usually takes until April.

MMA on Gov’s budget

GOV. BAKER FILES $45.6 BILLION FY 2022 SPENDING PLAN

• $39.5M INCREASE IN UNRESTRICTED MUNICIPAL AID (3.5%)

• GOV’S CH. 70 PLAN WOULD INCREASE FY 2022 SCHOOL AID BY $197.7M (3.7%)

• CHARTER SCHOOL & SPECIAL ED REIMBURSEMENTS INCREASE

• MIXED RESULTS FOR OTHER MUNICIPAL AND SCHOOL ACCOUNTS

 

January 27, 2021

Today at noon, Gov. Charlie Baker submitted a $45.6 billion fiscal 2022 state budget plan with the Legislature, proposing to reduce overall state expenditures by almost 1 percent next year as the Administration plans a sustainable recovery from the fiscal and service delivery disruptions caused by the ongoing coronavirus public health emergency and the related economic recession. Similar to the recently finalized fiscal 2021 budget, the Governor’s spending plan for next year relies on temporary and one-time revenues, including emergency federal funds related to the pandemic and up to $1.6 billion from the state’s Stabilization Fund.

UNRESTRICTED MUNICIPAL AID INCREASED BY $31.6 MILLION

As Gov. Baker pledged to local officials at the beginning of his administration, his budget includes a $39.5 million increase in Unrestricted General Government Aid, tracking the expected 3.5% increase in state tax revenues. Implementing this state-local revenue sharing framework is good news in a very challenging time for state and local finances.

Click here to see the Division of Local Services preliminary fiscal 2021 Cherry Sheet aid amounts for your community

OVERALL CHAPTER 70 SCHOOL AID WOULD GO UP BY $197.7 MILLION, A 3.7% INCREASE – ALTHOUGH A LARGE NUMBER OF DISTRICTS ARE EXPECTED TO REMAIN AT MINIMUM AID ONLY

The Governor’s budget recommendation re-starts implementation of the funding schedules in the 2019 Student Opportunity Act (SOA) that were delayed last year after the coronavirus recession upset the original first year funding plan.

Fulfilling the commitments in the new Student Opportunity Act, the Governor’s fiscal 2022 budget submission would bring Chapter 70 school aid up to $5.48 billion, a $197.7 million increase in school aid. This would fund the first year of the 7-year plan to add $1.5 billion in new state funding for K-12 education. The majority of the funds would implement the improvements to the foundation budget, adding weight for low-income students, English Language Learners, special education costs, and school employee health benefits. While this is important progress, an initial look at the budget indicates that a large percentage of cities, towns and school districts would remain minimum-aid-only, and receive the minimum $30 per-student increase in the Act. The MMA will continue to strongly advocate for significantly higher minimum aid throughout the budget process.

The Governor’s Chapter 70 recommendation would make a significant change in how cities and towns can meet their required local contributions for fiscal 2022. Municipalities may use up to 75% of the total grant awarded to the local school district through the Elementary and Secondary Education Emergency Relief (ESSER) program enacted by Congress last month (also known as ESSER II) to fund a part of the increase in its local contribution requirement under Chapter 70, but not more than the increase in required local contribution in FY2022 relative to FY2021. This is a new temporary provision that is explained in the narrative and slides on the DESE school finance website provided below.

Click here to see DESE’s calculation of fiscal 2022 Chapter 70 aid and Net School Spending requirements for your city, town, or regional school district, based on the Governor’s proposed budget and legislation.

This landing page will also include the preliminary fiscal 2022 charter school assessments and reimbursements.

CHARTER SCHOOL REIMBURSEMENTS WOULD INCREASE TO $143.5M – CHARTER FUNDING REMAINS A SERIOUS PROBLEM TO BE SOLVED

The Governor’s budget would increase the charter school reimbursement account up to $143.5 million, intended to meet the commitment in the Student Opportunity Act to fund 75% of the state’s 100-60-40 statutory obligation to mitigate Chapter 70 losses to charter schools.

The Student Opportunity Act pledges to phase in full funding of the statutory reimbursement formula over three years, and while this plan may meet that requirement, it would not fix the serious flaws in the charter school finance system. Charter schools will continue to divert a high percentage of Chapter 70 funds away from many municipally operated school districts, and place greater strain on the districts that serve the vast majority of public school children. Major problems will continue unless a true resolution of the charter school funding problem is achieved, a top MMA priority.

SPECIAL EDUCATION CIRCUIT BREAKER INCREASED TO $367.7M

The Governor’s budget would add $22.5 million to fund the Special Education Circuit Breaker program at $367.7 million, an increase of 6.5%. The Student Opportunity Act expanded the special education circuit breaker by including out-of-district transportation, an important enhancement for cities and towns.

REGIONAL SCHOOL TRANSPORTATION REIMBURSEMENTS REDUCED

Gov. Baker’s budget submission would reduce funding for regional transportation reimbursements from $82.2 million this year to $75.9 million. This will be a hardship for virtually all communities in regional districts. Reimbursements for transportation of out-of-district vocational students remains significantly underfunded at $250K. Increasing these accounts is a priority for cities and towns and the MMA.

McKINNEY-VENTO REIMBURSEMENTS REDUCED

The Governor’s budget would reduce reimbursements for the transportation of homeless students from $13.5 million this year to $11.1 million in fiscal 2022. The impact of this funding level will vary from community-to-community depending on the number of homeless families that remain sheltered in local hotels and motels. The Administration has been successful in reducing the number of homeless students who are dislocated from their original district, but those communities that continue to provide transportation to many students may continue to see shortfalls.

PAYMENTS-IN-LIEU-OF-TAXES (PILOT) LEVEL FUNDED

The Governor’s budget would level fund PILOT payments at $31 million, which would be a significant hardship for many smaller, rural communities with large amounts of state-owned land. This is a key account due to the major impact that PILOT payments have on budgets in very small communities.

Please contact your legislators today and ask them to support the $39.5M increase in municipal aid and the $197.7M increase in Chapter 70 aid.

Please ask your legislators to address the serious flaws in charter school funding, increase minimum Ch. 70 aid to $100 per student, and increase funding for school transportation, PILOT payments, and ensure full funding for the Special Education Circuit Breaker