Category Archives: Financial

Town Meeting Monday – 7PM

Posted on April 26, 2019 | Comments Off on Town Meeting Monday – 7PM

From the Moderator, Scott McDermott – NB starts at 7PM, not 7:30

2019 ANNUAL TOWN MEETING INVITATION Friends and neighbors: When spring comes to Medfield, it becomes my pleasure to invite you to attend our Annual Town Meeting next Monday evening, April 29, 2019 at 7:00pm at the Amos Clark Kingsbury High School gymnasium. Please note that 7:00pm is our new starting time. I encourage all voters to come to Town Meeting. Together we are the legislative branch. Our collective determinations next Monday continue to set the course of Medfield’s future. Our votes become local laws and regulations; the budgets approved will determine the town’s operating and capital expenditures. I’m pleased to report, compared to the last three years, the coming Town Meeting will consider a significantly smaller agenda of warrant articles. It should be a very straight- forward evening conducting the town’s business. . Thank you for your consideration of this invitation. I hope to see many of you. May we all have a great spring and summer here in our special spot on the east bank of the Charles River. All the best, Scott Scott F. McDermott Town Moderator TOWN OF MEDFIELD Scott F. McDermott Town Moderator I encourage you to review the Report on the Warrant recently mailed to every resident of Medfield. The Report contains the text of all of the articles coming before the Town Meeting. Importantly, the Report (pages 5 to 17) also contains a highly informative snapshot of Medfield’s finances. We have a special place to call our home. We value education, community, open space, safe streets and homes, the well-being of the young and the well-being of the old, quality municipal services, and the advancement of local commerce. It takes hard work and open communication to do the work of self-government. Our Annual Town Meeting, even with all of its imperfections, is the night we gather to speak with one another and deliberate as a law-making body. Please join us at Town Meeting on Monday evening. Scott New Start Time20190425-SM-Town Meeting Invitation_Page_2

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Posted in Budgets, Financial, Town Meeting

$40K more for town in House budget

Posted on April 11, 2019 | Comments Off on $40K more for town in House budget

$40K more for town in House budget

Email today from Representative Denise Garlick to Kristine Trierweiler announces the Medfield state aid amount in the House’s Ways and Means Committee’s proposed budget that has just been released (Rep. Garlick is now the Vice-Chair of Ways & Means).

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I just wanted to share with you the preliminary local aid numbers for the town of Medfield:

Unrestricted Local Aid-$1,539,280

Increase of $40,468 from FY19

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Massachusetts Municipal Association email with respect to the proposed House budget:

MMA-3

 

HOUSE W&M COMMITTEE OFFERS $42.7B FY 2020 BUDGET WITH KEY INVESTMENTS IN MUNICIPAL & SCHOOL AID

• INCLUDES THE FULL $29.7M INCREASE IN UNRESTRICTED MUNICIPAL AID (UGGA)

• INCREASES CHAPTER 70 BY $218M TO FUND MINIMUM AID AT $30 PER STUDENT

• INCREASES CHARTER SCHOOL REIMBURSEMENTS BY $23M

• ADDS $16.5M RESERVE FOR LOW-INCOME STUDENTS

• ADDS $5M TO THE SPECIAL EDUCATION CIRCUIT BREAKER

• ADDS $5M MORE FOR REGIONAL SCHOOL TRANSPORTATION

• ADDS $1M TO McKINNEY-VENTO REIMBURSEMENTS

• LEVEL-FUNDS MOST OTHER MUNICIPAL AND SCHOOL ACCOUNTS

 

April 10, 2019

 

Dear Osler Peterson,

 

Earlier today, the House Ways & Means Committee reported out a $42.7 billion fiscal 2020 state budget plan to increase overall state expenditures by 3 percent. The House Ways & Means budget’s bottom line closely matches the budget filed by the Governor in January, yet allocates significantly more for school aid programs. The Chapter 70 aid increase is $17.7 million higher than the amount recommended by the Governor, by increasing minimum aid from $20 per student to $30 per student, and adopting a slightly different method of implementing the recommendations of the Foundation Budget Review Commission. The full House will debate the fiscal 2020 state budget during the week of April 22. House members must file all budget amendments by 5:00 p.m. on Friday, April 12. (Usually, the House considers over 1000 amendments during budget debate week.)

 

H. 3800, the House Ways & Means budget, provides progress on many important local aid priorities, including the full $29.7 million increase in Unrestricted General Government Aid that the Governor proposed and communities are counting on. The House W&M Committee would increase funding for other major aid programs, by adding $5 million to the Special Education Circuit Breaker, adding $5 million to Regional School Transportation, $1 million to McKinney-Vento reimbursements, and increasing Chapter 70 aid by $218 million more than fiscal 2019 levels.

 

Please Click this Link Now to See the HW&M Chapter 70 and Unrestricted Municipal Aid Numbers for Your Community

 

By Friday or Early Next Week – Click on 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:

https://www.mass.gov/lists/cherry-sheet-estimates

 

$29.7 MILLION INCREASE IN UNRESTRICTED MUNICIPAL AID

In a major victory for cities and towns, the HW&M fiscal 2020 budget plan would provide $1.128 billion for UGGA, a $29.7 million increase over current funding – the same increase proposed by Governor Baker. The $29.7 million would increase UGGA funding by 2.7 percent, which matches the projected growth in state tax collections next year. Every city and town would see their UGGA funding increase by 2.7 percent.

 

CHAPTER 70 MINIMUM AID WOULD INCREASE TO $30 PER STUDENT

The House budget committee is proposing a $218 million increase in Chapter 70 education aid (this is $17.7 million higher than the $200.3 million increase in House One), with a provision that every city, town and school district receive an increase of at least $30 per student (compared to the $20-per-student amount in the Governor’s budget). This represents meaningful progress, yet most communities would only receive minimum aid, which is why MMA members adopted a resolution in January calling for $100 in per-student aid as a minimum increase.

 

HW&M IS PROPOSING HIGHER CH. 70 SPENDING IN FISCAL 2020, YET MAJOR SCHOOL FINANCE LEGISLATION WILL BE CONSIDERED LATER THIS YEAR, NOT AS PART OF THE BUDGET DEBATE

House leaders are committed to action on major permanent updates to the Chapter 70 school finance formula this year. However, that legislation is still before the Joint Committee on Education, and will not be ready for deliberation and debate until after the House budget moves forward. Because of this, the House Ways & Means budget is taking a one-year approach to more aggressively implement many of the recommendations of the Foundation Budget Review Commission, but is not advancing permanent law changes, which will come as part of the school finance bill. The budget committee’s proposal builds on the Governor’s fiscal 2020 submission, increasing the state’s factors for health insurance, special education, English Language Learners, and low-income students. Because the House has a slightly different methodology than the Governor, Chapter 70 calculations may be slightly different for some communities and districts (not the minimum-aid communities). Combined with higher minimum aid, these foundation calculations are the reason why the HW&M budget would provide $17.7 million more Chapter 70 aid than the Governor.

 

In addition, the House budget committee is proposing a $16.5 million reserve fund for low-income student adjustments to ensure accurate counting of low-income students and ensure that additional funds are available to fund low-income student formula changes that may come later.

 

CHARTER SCHOOL REIMBURSEMENTS WOULD INCREASE BY $23M, UP TO A NEW HIGH OF $113M

HW&M is proposing a $23 million increase in Charter School Reimbursements, bringing the program up to $113 million from the current $90 million level. This is $7 million more than the Governor’s budget, and is very much appreciated. The total is still far below full funding of the statutory formula. The budget committee is also adopting the Governor’s recommendation to change the 6-year funding schedule of 100-25-25-25-25-25 to a new 3-year 100-60-40 schedule, and make other adjustments in the program. Because there are so many factors in play, municipal leaders will need to analyze their own specific charter school tuition assessments and reimbursement amounts to see if this provides relief.

 

The MMA continues to believe that the charter school finance system is deeply flawed, and a permanent fix should include a cap on Chapter 70 diversions to charter schools. No matter what changes are made to the Chapter 70 formula, problems will continue unless a true resolution of the charter school funding problem is integrated into any reform or update of the school finance system.

 

HW&M PROVIDES $5 MILLION MORE TO SPECIAL EDUCATION CIRCUIT BREAKER, GETTING CLOSER TO FULL FUNDING

The House budget would add $5 million more than the Governor, to fund the Special Education Circuit Breaker program at $328.9 million. This is progress in the right direction, because the Governor’s budget underfunded SPED reimbursements by $20 million, which means the account is still $15 million below full funding. The MMA will again be asking lawmakers to ensure full funding in fiscal 2020.

 

HW&M PROVIDES $5 MILLION MORE FOR REGIONAL SCHOOL TRANSPORTATION REIMBURSEMENTS

Gov. Baker’s budget submission would level-funded regional transportation reimbursements at $68.9 million, and the HW&M budget would provide a much-needed $5 million increase. Reimbursements for transportation of out-of-district vocational students remains significantly underfunded at $250K. Increasing these accounts is a priority for cities and towns.

 

HW&M PROVIDES $1 MILLION MORE FOR McKINNEY-VENTO REIMBURSEMENTS

The Governor’s budget would level-fund reimbursements for the transportation of homeless students at $9.1 million, and the House budget committee would raise this to $10.1 million. 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 state 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), LIBRARY AID, and SHANNON GRANTS

The Governor’s and HW&M budgets would level fund PILOT payments at $28.48 million, which would create a hardship for smaller communities with large amounts of state-owned property, and library grant programs would stay flat at $19.8 million; and Shannon anti-gang grants would increase by $1 million up to $9 million.

 

SUMMARY

In the context of a tight budget year, with revenue growth of only 2.7%, it is clear that House leaders are prioritizing K-12 education funding and other increases for cities and towns, and this is deeply appreciated.

 

During the budget debate and legislative session, the MMA will work to build on this progress, and will continue to prioritize full funding for the Foundation Budget Review Commission’s recommendations and permanent improvements to Chapter 70, fixing the serious problems caused by the current charter school funding system, securing higher minimum aid increases, achieving full funding for all state municipal and school reimbursement programs, and providing higher PILOT funding and aid for rural regional school districts.

 

Please Call Your Representatives Today to Thank Them for the Local Aid Investments in the House Ways and Means Committee Budget – Which Increases Key Municipal and School Aid Accounts by $298.2 Million Above Fiscal 2019, and $45.2 Million More than the Governor’s Budget

 

Please Explain How the House Ways and Means Budget Impacts Your Community, and Ask Your Representatives to Build on this Progress During Budget Debate in the House

 

Thank You!

 

 

Massachusetts Municipal Association

1 Winthrop Square

Boston, MA 02110

(617) 426-7272 | Email Us | View our website

 

 

 

Unsubscribe from MMA Legislative Alert Emails

 

 

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Posted in Budgets, Financial, State

Your tax bill

Posted on February 8, 2019 | 2 comments

The Division of Local Services (DLS) of the Massachusetts Department of Revenue sends me emails with lots of data.  I was especially interested to see our colleagues in pain on the attached chart of what towns pay for property taxes.  Look at it on-line here

FY19AvgSFTBAmount

This lists the towns paying the ten highest and lowest property taxes – we must be just off the high list:

tax bills-highest-2019

This was that same list from last year (which makes me wonder what sources of revenue Concord and Sudbury found to be able to lower their taxes):

tax bills-highest -fy18

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Posted in Budgets, Financial, Information, Select Board matters, Town Services

Budgets are now online

Posted on January 26, 2019 | Comments Off on Budgets are now online

budget-2

Proposed Town Budgets are Online

This email yesterday from new Town Administrator, Kristine Trierweiler:

*************************************************************

Subject: Proposed FY20 Budget Online

 

The Proposed Budgets are now online

 

http://www.town.medfield.net/684/Proposed-FY20-Operating-Budgets

 

—

Kristine Trierweiler

Town Administrator
Town of Medfield

459 Main Street
Medfield, MA 02052

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Posted in Budgets, Financial, Town Meeting

Plan to address our lack of a commercial tax base

Posted on November 27, 2018 | Comments Off on Plan to address our lack of a commercial tax base

I just responded to a great comment from Nic Scalfarotto, and since my general sense is that such comments and my replies are not likely seem by many, and sense Nic raised a big issue, I thought I would post both his comment and my reply here so more can see them.

Nic, I added a little more on as well.

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Nic Scalfarotto

34 minutes ago
User Info
Assessors tax classification hearing

Accepting that developing differential tax rates would not provide benefit to home owners because there is a small industrial base, a plan to address the lack of such a base needs to be developed and communicated to residents.

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Plan to address our lack of a commercial tax base

As a new selectman, my first search was for businesses that wanted to locate in town, and when that did not seem a likely result, I have turned to having a town policy of building housing that is revenue positive to the town.

We know that people want to live in town, but mainly not build businesses here. The can make tax money and reduce our current residents’ taxes by building the kind of housing that is more profitable, such as Old Village Square (42 units paying over $600K/year in taxes, with one school child the last time I heard) or the two Larkin brothers projects (Glover Place off North Street and Chapel Hill on Hospital Road, again, both with few school children).

See the analysis that Kathy McCabe, the consultant to the Medfield State Hospital Master Planning Committee, did of the potential taxes to the town from leasing the lot 3 land the town owns on Ice House Road to build 42 units of senior housing versus leasing to a commercial facility, and the town netted either more than double or more that triple the taxes from the residential use over the sports complex, depending on whether the  housing was either 100% or 25% affordable, respectively.  Those results were summarized in Steve Nolan’s 1/2/2018 memo to the Board of Selectmen available here –20180102-SN-Memo to MSHMPC re HinkleyIce House Road v2 – final sent to BoS and inserted below as well.

I think that many of the friendly 40B projects that we are currently allowing in order to be in safe harbor, will be revenue positive. Statistically, we are told that we will likely average about 1.5 school children per in single family houses, while we will likely average 0.15 school children per unit in multifamily housing. So multifamily housing may well be revenue positive for the town, even if not age restricted.

Additionally, the town is already mainly single family homes, so we really do not need any more single family homes options, while we do not have a sufficient variety of other housing opportunities for residents, especially for seniors. Current proposals in the pipeline will assist at filling in that gap:
8 units on North Street (two developments)
36 units on Dale Street
16 units on Adams Street, age restricted
42 units at the Rosebay, age restricted
56 units (from memory) at The Legion site

However, such diversification of the tax base can only accomplish so much with respect to reducing our individual tax bills. The other issue with which we need to deal is the town’s willing to spend, witness our vote at the last annual town meeting (ATM) to increase our tax bills by about 10%, over the objections of the Board of Selectmen and the Warrant Committee.

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MEMORANDUM TO: Medfield State Hospital Master Planning Committee FROM: Stephen M. Nolan, Chair Medfield State Hospital Master Planning Committee RE: Hinkley Property and Lot 3, Ice House Road DATE: January 2, 2018 The original charge from the Board of Selectmen to the Medfield State Hospital Master Planning Committee (the "Committee") included Lot 3 on Ice House Road (“Lot 3”) and the adjacent Hinkley property (the “Hinkley Property”). It was our understanding that we were to take a fresh look at Lot 3 and the Hinkley Property in order to decide the most appropriate use for each parcel and how they might best be coordinated with the re-use plan for the Medfield State Hospital (“MSH”) core campus. It has since become clear that at least one of member of the Board of Selectmen believes that the best use for Lot 3 is an indoor sports facility, so that preference should be accommodated if possible in our final plan. A. Possible Uses of Lot 3 and the Hinkley Property. The consensus that has emerged from our public sessions, our meetings with the Council on Aging and the Senior Housing Study Committee and Committee deliberations is that the most desirable use for Lot 3 and the Hinkley Property is senior housing. The principal reasons for this are twofold: access to The Center and the possibility that a senior housing development could happen on a more expedited basis than the re-development of the MSH core campus because infrastructure is more readily available and the properties could be disposed of on an expedited track. The Council on Aging has expressed potential willingness to cede a small portion of the land at the corner of The Center adjacent to the Hinkley Property for purposes of enhancing the development potential of the Hinkley Property. The possible use of Lot 3 as an indoor sports facility on the other hand would respect a past Town Meeting vote to devote Lot 3 to an indoor sports facility and would increase the commercial tax base of the Town. On the latter point, our consultant, Kathy McCabe, did some research on the likely tax revenue from such a facility. Since the developable area of Lot 3 is only approximately 4.8 acres, the lot cannot support a large facility. Based on a survey of indoor sports facilities in MetroWest, it appears that a site of approximately 5 acres can likely support a facility of 100,000 square feet or less. The Forekicks facility in Norfolk is approximately 83,000 square feet and has a tax valuation of $5,000,000. Using that valuation as a basis for comparison, a 100,000 square foot facility would have a valuation of approximately $6,000,000, which would produce annual tax revenue of approximately $100,000. Kathy McCabe estimates that a 100% affordable senior rental housing project with 42 units would produce annual tax revenue of approximately $240,000 and the same project with only 25% of the units affordable (which would still qualify as 42 affordable units on DHCD’s Subsidized Housing Inventory) would produce annual tax revenue of approximately $320,000. So the revenue to the Town from a senior housing project would likely be significantly greater than the tax revenue of an indoor sports complex. This revenue must be off-set, however, by municipal expenses, which for 42 units of housing would be approximately $108,000 (assuming no school children). We have not been able to quantify the additional municipal services (traffic control, emergency services, road maintenance, snow-plowing) from a sports facility, but they should be factored into the cost-benefit analysis at some point. Even ignoring those costs, the net impact of a 100% affordable senior rental project would be at least $30,000 greater than an indoor sports facility while a 25% affordable senior rental project would be at least $110,000 more favorable to the Town budget than an indoor sports complex. Other possible impacts to be considered include traffic. Our consultant has advised that a sports facility on Lot 3 would create considerably greater traffic and possible over-flow parking than a 42-unit senior rental housing project, which could negatively impact The Center and a possible senior-appropriate homeownership development at the Hinkley Property. For example, parking at Forekicks in Norfolk requires about 1.7 acres, roughly equivalent to the size of the facility itself. Ingress and egress to and from the Norfolk Forekicks parking lots is a very serious problem during change-over times when cars are both entering and exiting the facility. In inclement weather conditions with snow and ice the traffic impacts are even worse. One other factor to be considered in deciding the possible use of Lot 3 is the Town’s disposition process. The difficulty in disposing of Lot 3 for a sports facility is that the Kingsbury Club has a provision in its lease that prohibits the Town from allowing a sports facility at Lot 3 without the consent of the Kingsbury Club. The Kingsbury Club has announced its interest in developing a sports facility on Lot 3, which suggests that the Kingsbury Club might use its consent right to thwart other possible developers interested in developing Lot 3 for a recreational facility. This needs to be factored into any possible disposition strategy for Lot 3. B. Rezoning. Lot 3 is already zoned to permit an indoor sports facility. The proposed overlay zoning being considered by the Committee would allow the development of both parcels for housing. The disposition process, described below, would need to control the use of each parcel. By using an overlay district, the underlying zoning of Lot 3 can be left intact, thus allowing for either housing or an indoor sports facility on Lot 3, depending on the Town’s preferences. If Lot 3 and the Hinkley Property are zoned for as-of-right housing under the Committee’s overlay zoning, a developer could start the development process as soon as disposition were completed, avoiding the process for obtaining a comprehensive permit from the Zoning Board of Appeals, a process that can be time-consuming and expensive. We should consider whether to exempt the houses on the Hinkley Property from the Town’s inclusionary housing bylaw in order to allow more flexibility in providing as many dwellings as possible at a moderate (although not 40B compliant) price-point. We should also consider including duplexes, at least for the moderately-priced units, in order to further reduce prices. C. Potential Disposition Process and Timing. The disposition process for Lot 3 and the Hinkley Property should be handled by either the Affordable Housing Trust or the Affordable Housing Committee if they are to be developed as housing or, in the case of Lot 3, by another committee, such as the Economic Development Committee, if it is to be developed as an indoor sports facility. The Selectmen should decide on the appropriate body to handle the dispositions so that they can be placed on the market as soon as possible to address the desire for senior housing. The Selectmen and the Affordable Housing Trust will also need to decide on whether to provide a subsidy to developers in order to encourage moderate sales prices on the homeownership units to be constructed at the Hinkley Property. That decision is a complicated one because the seniors who would likely purchase the units are not likely to qualify under any governmental program providing subsidies for affordable housing creation and the units would not qualify for the Subsidized Housing Inventory. Anecdotal evidence suggests that the price of new single-family homes, even those of smaller size and senior-appropriate design are likely to exceed $750,000. The Senior Study Committee has requested that homes be priced in the area of $400,000. Such a price-point would likely require a subsidy even beyond free land, so the Selectmen or the Affordable Housing Trust would need to decide to whether to provide an additional cash subsidy or allow developers to compete based on the number of units to be made available at the $400,000 price point. In other words, developers would bid not based on price, but rather on the number of units to be sold to seniors at $400,000. This would be a complicated disposition because some minimum specifications for the moderately-priced units would need to be incorporated, as would a local preference for those units. In addition, this decision must consider the equity and fairness in providing implicit or direct subsidies (through low or zero land values or cash subsidies) for one selected group -- such as senior citizens -- and not other worthy groups such as returning veterans or persons with physical or developmental disabilities. The selection of potential buyers of moderately-priced homes is also a matter that must be decided. Given that the Town would be providing a subsidy in the form of free land, questions will arise as to whether purchasers should be means tested or otherwise selected based on need. That is another issue that the Selectmen will need to resolve. Because Lot 3 and the Hinkley Property are not located at the MSH core campus and will have separate infrastructure needs, there appears to be no reason why the Town should not proceed to prepare a disposition RFP that would allow for selection of a preferred developer promptly after Special Town Meeting approval of the re-zoning. The 42-unit rental project on Lot 3, if initiated promptly, could help provide the Town with a two-year extension of the 40B safe harbor that is currently in effect.20180102-SN-Memo to MSHMPC re HinkleyIce House Road v2 - final sent to BoS_Page_220180102-SN-Memo to MSHMPC re HinkleyIce House Road v2 - final sent to BoS_Page_320180102-SN-Memo to MSHMPC re HinkleyIce House Road v2 - final sent to BoS_Page_4

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Posted in Budgets, Buildings, Business, Financial, Planning, Select Board matters

Assessors tax classification hearing

Posted on November 27, 2018 | 2 comments

The Board of Selectmen received the report below today from the Assessors for the tax classification hearing that will occur this evening as part of the select board meeting.  Towns in Massachusetts are permitted to charge the commercial and industrial taxpayers property taxes at a rate up to 50% higher than the residential rate (called a split tax rate), but Medfield never has.

Medfield’s reality is that because so little of our tax base is other than residential, even if we were to opt for the 50% higher tax rate on commercial and industrial properties, while the commercial and industrial properties taxes would go up by a lot (50%), the home owner would see little change – scant benefit to homeowners, while strong fiscal policy discouragement for any commercial/industrial uses.  For that reason Medfield has always kept a single tax rate.  See a PDF of the analysis here – 20181127-Assessors-tax classification hearing analysis

BOARD OF ASSESSORS Fiscal 2019 Classification Hearing Purpose The purpose of the classification hearing is for the Board of Selectmen to determine the allocation of the local property tax to be borne by the four classes of real property and personal property for Fiscal Year 2019. It is the responsibility of the Selectmen to adopt a residential factor. The residential factor is used to determine the percentage of the tax levy that is applied to each class of real and personal property. The Board of Assessors than applies these percentages to each property class (M.G.L. Chapter 40, section 56). It is the responsibility of the Assessors to provide the Selectmen with relevant information and to discuss the fiscal effects of possible alternatives. Tax Rate The tax rate is the tax levy divided by the town's taxable valuation. This is known as the Uniform Tax Rate. Under this rate each class of property pays a share of the tax levy equal to its share of the total town value. A. Residential Factor Adopting a residential factor of "1" will result in the taxation of all property at the same rate. However, the law allows the Commercial/Industrial/Personal Property, tax rate for the Town to be as high as 50% above the uniform ratei and the Residential/Open Space, R/O, to be as low as 65% of the uniform rate. B. Analysis of surrounding cities' and towns' FY18 tax rates: Town Res. Rate CIP Rate Residential% Dover 12.84 12.84 97.0783 Norfolk 18.62 18.62 92.2049 Millis 18.02 18.02 89.988 Sherborn 19.30 19.30 95.4188 Walpole 15.27 20.33 83.0286 Westwood 15.09 29.30 74.3145 Medfield 17.03 17.03 94.3434 C. History of differential tax rates in Medfield Historically Medfield has always maintained a single tax rate. Shifting the tax onto the Commercial, Industrial and Personal properties would create a tax burden for those properties, while the Residential properties would only benefit from a small savings. E. F. D. Tax Rate Scenarios Overall Scenario Commercial/Industrial/Personal Properties projected share of the tax levy: $2,621A38 Last Year's CIP share= $2,487,906 With a 10% shift With a 25% shift With a 50% shift $2,883,582 $3,276,798 $3,932,157 tax dollars would be paid by CIP tax dollars would be paid by CIP tax dollars would be paid by CIP Individual Scenario For a $600,000 home & commercial property based on an estimated tax rate of $17.87, Residential Commercial $600,000 $600,000 Single rate $10,722 $10,722 10% shift $10,660 $11,794 Difference ($62) +$1,072 25% shift $10,567 $13,403 Difference ($155) +$2,681 50% shift $10,412 $16,083 Difference ($310) +$5,361 Historical Commercial/ Industrial/ Personal Data: Year CIP% Tax Dollars Tax Le~ Tax Rate 2014 5.6966 $2,099,404 36,853,583 16.12 2015 5.4819 $2,100,312 38,320,353 16.04 2016 5.4950 $2,287,440 41,627,344 16.75 2017 5.4753 $2,339,247 42,723,595 16.89 2018 5.6566 $2,487,906 43,982,483 17.03 2019 5.4694 $2,621,438 47,928,863 17.87 Residential Category Single Family Averages Year SPA Value Tax$ 2014 569,600 9,182 2015 595,600 9,553 2016 615,600 10,311 2017 623,400 10,530 2018 634,700 10,809 2019 658,400 11,766 Please note: For purposes of this hearing the tax rate is an example only. The final rate will be determined after the Department of Revenue has approved the Tax Recap. I ~ ! ri I r20181127-Assessors-tax classification hearing analysis_Page_220181127-Assessors-tax classification hearing analysis_Page_3

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Posted in Budgets, Financial, Select Board matters

FY20 Budget Meeting

Posted on November 7, 2018 | Comments Off on 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

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Posted in Budgets, Financial

Snow deficit was $122,664.58

Posted on June 7, 2018 | Comments Off on 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

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Posted in Budgets, DPW, Financial

MMA on state budget

Posted on June 7, 2018 | Comments Off on 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!

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Posted in Budgets, Financial, Legislature, Massachusetts Municipal Association, State

EQV set for state $

Posted on May 31, 2018 | Comments Off on 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.

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Posted in Budgets, Financial, State