Category Archives: Budgets

FY20 Budget Meeting

budget-3

Attached are the materials shared at the budget meeting last night, which meeting starts the work to get to a recommended budget to present to the annual town meeting (ATM) at the end of April.

The first pages are from Mike Sullivan (with his first draft of how the budget numbers will likely play out, given the variables we know today).  I believe the last two pages (FY16-FY19 actual budget figure comparisons) were shared by the Warrant Committee.

20181106-Budget Hearing materials

Transfers made at Tuesday BoS meeting

BoS

The Board of Selectmen was asked to and did make the following transfers Tuesday, as part of the fiscal year end details that need to get addressed:

TOWN OF MEDFIELD
Transfers Requested Under The Provisions Of
Section 77of the Acts of 2006
amends M.G.L. Chapter 44 section 33B
Fiscal Year 2018
ORG TRF FROM: TRANSFERRED TO: TRANSFER AMT
01-123-1 01-134-1 Town Administrator’s salaries to Town Accntnt salaries                    3,447.31
01-433-2 01-433-1 DPW Solid Waste Equip Repr+Svc to Solid Waste Salaries                  15,000.00
01-123-1 01-195 Town Administrator’s salaries to Town Report warrant prntng                    2,941.41
01-912-2 01-914-2 Worker’s Comp Ins to Health Ins                  34,297.00
01-945-2 01-914-2 Property+Liability to Health Ins                    5,508.00
01-945-2 01-914-2 Indemnification Ins to Health Ins                    7,757.00
01-210-4-2 01-210-1-2 Traffic Markings to Public Safety Building Op Expenses                  12,000.00
01-210-4-2 01-210-2-1 Traffic Markings to Police Salaries                  43,000.00
01-292-2 01-210-1-2 Animal Control Op Exp to Public Safety Building Op Expense                    3,000.00
01-292-2 01-292-1 Animal Control Operating to Animal Control Salaries                    1,576.00
01-220-6-1 01-220-7-1 Fire+Resc Admin salaries to Fire+Rescue Op salaries                  30,900.00
01-220-7-2 01-220-7-1 Fire+Resc Op-Contract Svc to Fire+Rescue Op salaries                    2,500.00
01-220-7-2 01-220-7-1 Fire+Resc Op-Gasoline Exp to Fire+Rescue Op salaries                    5,000.00
01-220-6-2 01-220-7-1 Fire+Resc Admin Dues+Membershps to Fire+Rescue Op salaries                       500.00
01-220-6-2 01-220-7-1 Fire+Resc Admin Training to Fire+Rescue Op salaries                    1,800.00
15
               169,226.72

Election results

All questions passed, but margins vary.  Taxes will go up about 10% to pay for budget increases and the overrides.

20180611-Spec Elec June 11 2018_1_Page_1

Election today

Election banner

 

20180611-specimen ballot

2018 Override Information Town of Medfield, Massachusetts The Medfield Board of Selectmen have prepared this information sheet to provide information regarding the five (5) Override questions on the June 11, 2018 Election Ballot. What is Proposition 2 ½? Limits the annual increase in the amount of revenue a city or town may raise from local property taxes. This is known as the annual levy limit. The actual tax rate, up to the levy limit, depends on the amount of spending approved by the Annual Town Meeting and other sources of revenue like state aid and excise tax revenue. The law allows the city or town to increase the levy limit with approval of voters at an election like the one we are having on June 11th . Also restricts amounts a town can borrow without specific authorization, but this is not applicable for the items on the June 11th ballot. Operating Override—permanently increases Medfield’s levy limit and becomes part of the base for calculating future years’ allowable 2 ½ % increases in levy limits. Capital Exclusion— increases the amount of property tax revenue a community may raise for only one year in order to fund a specific project. It does not increase the community’s levy limit used to determine allowable taxes in future years. Stabilization Fund Override—permanent override that is earmarked for a stabilization fund voted by Town Meeting. After the first year, the Selectmen decide the amount to be appropriated each year into the stabilization fund up to the amount approved by voters plus an annual 2 1/2 % increase. The amount is decreased if the Selectmen vote to appropriate a lower amount than what was originally authorized when the override was approved, with the decreased amount then becoming the new base against which the 2 1/2 % increase is calculated in each future year. PROPOSITION 2 ½ BALLOT QUESTIONS Question #1: Shall the town be allowed to assess an additional One‐Million Dollars ($1,000,000) in real estate and personal property taxes for the purpose of funding the Municipal Buildings Stabilization Fund created pursuant to GL Chapter 40, Section 5B for the fiscal year beginning July first, two‐thousand and eighteen? Type: Stabilization Fund Override Yes Vote: If you vote YES you are agreeing with the Annual Town Meeting Vote to increase the levy limit by One Million Dollars and create a stabilization fund. For FY19 the One Million Dollars would fund the Dale Street Feasibility Study. In the following year the Board of Selectmen may appropriate an amount up to the One Million Dollars plus 2 ½ percent for the Municipal Buildings Capital Stabilization Fund to maintain, upgrade, or construct municipal/school buildings, with subsequent year limits rising by 2 ½ % each year. No Vote: If you vote NO, the Dale Street Feasibility study will not be funded and the Municipal Buildings Capital Stabilization Fund will not be funded. June 11, 2018 Special Election CENTER at Medfield One Ice House Road Polls Open 6AM to 8PM Question #2: Shall the Town of Medfield be allowed to assess an additional One‐Million Six‐Hundred and Sixty Three Thousand One‐Hundred Three Dollars ($1,663,103) in real estate and personal property taxes for the purpose of increasing school and town departmental operating budgets for the fiscal year beginning July first, two‐thousand and eighteen? Type: Operating Override Yes Vote: If you vote YES you are agreeing with the budget adopted by the Annual Town Meeting, which requires an increase in the levy limit of $1,663,103. This reflects a 3.88% increase to the Town’s operating budget (including a 9% increase in health and pension benefits for Town and School employees) and a 6.16% increase to the School Department budget. This increase in the tax levy will be a permanent increase in the base used to determine future year’s levy limits. No Vote: If you vote NO, the town will not increase the levy limit and will instead adopt the balanced budget as voted at Town Meeting. A balanced budget reflects a 3.37% increase to the Town’s operating budget (including a 9% increase in health and pension benefits for Town and School employees) and a 3% increase to the School Department Budget. Question #3: Shall the Town of Medfield be allowed to assess an additional Two‐Hundred Fifty Thousand Dollars ($250,000) in real estate and personal property taxes for the purpose of providing Advanced Life Support (ALS) services for the fiscal year beginning July first, two‐thousand and eighteen? Type: Operating Override Yes Vote: If you vote YES, you are agreeing with the Annual Town Meeting vote to provide ALS services within the Fire Department by hiring additional Paramedic personnel and/or training existing FF/EMT’s as Paramedics. No Vote: If you vote NO, the Town of Medfield will not provide an ALS level of service and will remain at a basic life support level (BLS) Question #4: Shall the Town of Medfield be allowed to assess an additional One‐Hundred Fifty Thousand Dollars ($150,000) in real estate and personal property taxes for the purpose of preparing a Feasibility Study for a new park and recreational facility for the fiscal year beginning July first, two‐thousand and eighteen? Type: Capital Exclusion Yes Vote: If you vote YES, you are agreeing with the Annual Town Meeting vote to temporarily increase the tax levy for one year to conduct a feasibility study to evaluate potential sites for a new Parks and Recreation facility. This increase in the levy limit will only be in effect for FY19. No Vote: If you vote NO, the feasibility study for a new Park and Recreation facility will not be completed. Question #5: Shall the Town of Medfield be allowed to assess an additional One‐Hundred and Fifty Thousand Dollars ($150,000) in real estate and personal property taxes for the purpose of preparing a Town‐wide master plan for the fiscal year beginning July first, two‐thousand and eighteen? Type: Capital Exclusion Yes Vote: If you vote YES, you are agreeing with the Annual Town Meeting vote to temporarily increase the tax levy for one year to fund an update to the last comprehensive Master Plan which was completed in 1964. This increase in the levy limit will only be in effect for FY19. No Vote: If you vote NO, completion of an update to the current Master Plan will not be accomplished in FY19.

Snow deficit was $122,664.58

Per email today forwarded by Mike Sullivan –

snow plow

From: Joy Ricciuto
Date: Thu, Jun 7, 2018 at 12:37 PM
Subject: Final snow deficit

$122,664.58

MMA on state budget

This today from the Massachusetts Municipal Association, with a good summary of the state budget issues –

MMA-2

LEGISLATIVE CONFERENCE COMMITTEE FINALIZING FISCAL 2019 STATE BUDGET – MILLIONS IN MUNICIPAL AND SCHOOL FUNDING AT STAKE

 

PLEASE CALL YOUR LEGISLATORS TODAY TO SUPPORT LOCAL AID FUNDING AND KEY MUNICIPAL ISSUES

June 7, 2018

 

Dear Osler Peterson,

 

Now that the House and Senate have each passed their own versions of next year’s fiscal 2019 state budget, the next step is for a conference committee to iron out the differences and present a balanced budget for adoption by July 1.

 

While both budgets would increase municipal and school aid, there are significant differences between the branches, especially in funding for essential K-12 education accounts. It is imperative that you contact your legislators today and ask them to support the full appropriations, and make municipal and education aid a top priority.

 

Earlier this morning, the MMA delivered a detailed letter to the conference committee emphasizing the key local aid accounts that need to be funded at the highest possible level. Please call your legislators today and ask them to support the highest possible funding amounts for these municipal and school aid programs.

 

Please click here to download a copy of the MMA’s letter, so you can read and reference it when you speak with your legislators

 

The House and Senate budgets would both add to the municipal and school aid recommendations made by the governor in January, which is good news. When you talk with your local legislators, please thank them for making local aid a priority during the budget process this year, and ask that they contact conference committee members in support of the highest possible funding for municipal and school aid.

 

Millions of dollars are at stake: if the conference committee agrees on full funding by adopting the higher number for municipal and school aid accounts, this would return over $75 million more to cities and towns, compared to the funding that would result from adopting the lower number.

 

Here is a summary of the key priorities for cities and towns:

 

Unrestricted General Government Aid (UGGA)

The House and Senate both appropriated $1.099 billion for the Unrestricted General Government Aid (UGGA) account, an increase of $37.2 million over the fiscal 2018 level of funding. The 3.5 percent increase reflects the policy of increasing general municipal aid at the rate of growth in state tax collections reflected in the consensus tax forecast. This policy has been adopted by the Governor and the House and Senate since fiscal 2016, and is supported by the MMA. The good news is that the $37.2 million UGGA increase has already been agreed to by the House and Senate!

 

Chapter 70 School Aid and Local Contributions

The House funds the basic requirements of Chapter 70 education aid (7061-0008 and section 3), adopts provisions to continue to implement the recommendations of the Foundation Budget Review Commission, phases in target share funding for those communities where the local contribution exceeds the target share amount, and funds minimum aid at $30 per student. This would provide a Chapter 70 increase of $124.6M – which is significantly higher than the $103.6M increase in the governor’s budget proposal.

 

The Senate budget builds on the House approach by closing 100% of the target share gap and establishing an enhanced English language learner (ELL) foundation budget factor. These two changes would provide a Chapter 70 increase of $160.6M, or $36M more than the House. The MMA is supporting the Senate funding level.

 

Both the House and Senate would supplement Chapter 70 by providing $12.5 million to provide assistance to communities impacted by changes in how low-income students are counted. They do this in different accounts. What matters is that the final budget maintain the $12.5 million.

 

Special Education Circuit Breaker

Please ask your legislators to support the Senate’s full funding of the Special Education Circuit Breaker Program at $319.3 million, through which the state provides a measure of support for services provided to high-cost special education students. This is critically important.

 

Charter School Impact Mitigation Payments

Please ask your legislators to support the Senate appropriation of $100 million for Charter School Impact Mitigation Payments (7061-9010). This reflects an increase of $19.5 million above the current fiscal 2018 level of funding. This is a vital account for those communities impacted by charter schools.

 

Charter School Impact Analysis and Accountability

Please ask your legislators to support sections 61 and 62 in the Senate bill, which would bring a much-needed level of accountability related to state decisions to approve new and expanded charter schools that would include an assessment of the impact on local public schools.

 

Regional School District Student Transportation

Please ask your legislators to support the Senate appropriation of $68.9 million to reimburse regional school districts for a portion of the cost of transporting students.

 

McKinney-Vento Homeless Student Transportation

Please ask your legislators to support the House appropriation of $9.1 million for this account to reimburse municipalities and school districts for a portion of the cost of transporting homeless students as required under state and federal rules.

 

Payment in Lieu of Taxes on State-owned Land

Please support the Senate appropriation of $28.5 million to pay a portion of the payment-in-lieu-of taxes amount due to cities and towns to offset the property tax exemption for state-owned land. We support the additional $1.7 million set aside in the Senate appropriation language to ensure that Cherry Sheet PILOT payments next year are not reduced below the fiscal 2018 level due to the revaluation of state-owned land that takes effect next year.

 

Shannon Anti-Gang Grant Program

Please support the Senate level of funding of $8 million for the highly effective and valuable Shannon Anti-Gang Grant Program that has helped cities and towns respond to and suppress gang-related activities.

 

Reserve Fund for Municipal Improvements

Please support the House appropriation that would provide $2.8 million for the District Local Technical Assistance Fund (DLTA) that helps support local efforts to regionalize local government services. Please support the Senate appropriation that includes $2 million to support the Community Compact Cabinet program to facilitate the adoption of municipal best practices in cities and towns.

 

Community Preservation Act

Please support sections 45, 46, 47, 142, 143 and 196 of the Senate bill which would strengthen the Community Preservation Act (CPA) by updating the Registry of Deeds fee schedule to provide adequate revenue to restore the state match to an estimated 30 percent.

 

Municipal Police Training Fund

Please support sections 13, 14, and 70 in the Senate bill that would create a $2 surcharge on each rental car transaction in the Commonwealth to help fund an expanded police training program.

 

If you have any questions or need additional information, please contact MMA Legislative Director John Robertson at 617-426-7272 ext. 122 or jrobertson@mma.org.

 

Thank you very much!

EQV set for state $

The state’s Division of Local Services (DLS) in the DOR emailed today about their having set the Estimated Full Value for the Equalized Valuations (EQVs) for all 351 cities and town.  Medfield is worth $2.8b.  That amount is used to say how much state money we get (a copy of the DLS email appears below).

LA19_Report

Proposed 2018 Equalized Valuations

Today, the Bureau of Local Assessment (BLA) posted the 2018 Equalized Valuations (EQVs) representing the full and fair cash value of all taxable property for each municipality as of January 1, 2018 to the Division of Local Services Gateway website at https://dlsgateway.dor.state.ma.us/gateway/Login. Access can be made directly from the landing page by clicking on the LA19 Equalized Valuation Report.

These EQVs will be used as a basis of comparison among the 351 municipalities within the Commonwealth for certain state and local purposes. Specifically, EQV is used in the allocation of aid to public libraries, in the calculation of Chapter 70 funding, and in the reimbursement rate of school construction projects. Certain Cherry Sheet charges also use EQV: County Tax, Boston Metropolitan Transit District, Mosquito Control Projects and Air Pollution Control Districts. In addition, EQV is used in calculating a community’s debt limit (M.G.L. c.44, § 10).

Informal hearings will be conducted for the convenience of communities who wish to question their proposed EQV. These hearings will be held from June 4th through June 8th. BLA representatives will meet personally with boards of assessors in Boston or conduct telephone conference calls to address concerns and discuss documentation submitted by assessors that support different values.

In addition, a Formal Public Hearing on the proposed 2018 Equalized Valuations will be held in Boston, Massachusetts at the Saltonstall Building, 100 Cambridge Street, 6th floor conference room on Wednesday, June 6, 2018 at 10:00 a.m.