introducing the community preservation act (cpa)...introducing the community preservation act (cpa)...
TRANSCRIPT
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Introducing the Community Preservation Act (CPA) Workshop on CPA and Biomap2 for Worcester County Communities
Leominster Library, October 9, 2013
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About the Community Preservation Coalition
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Acton
Acushnet
Agawam
Amherst
Aquinnah
Ashland
Ayer
Barnstable
Becket
Bedford
Belchertown
Belmont
Beverly
Bourne
Boxford
Braintree
Brewster
Bridgewater
Cambridge
Canton
Carlisle
Carver
Chatham
Chelmsford
Chilmark
Cohasset
Concord
Conway
Dartmouth
Deerfield
Dennis
Dighton
Dracut
Dunstable
East Longmeadow
Eastham
Easthampton
Easton
Edgartown
Fairhaven
Fall River
Falmouth
Georgetown
Gloucester
Goshen
Grafton
Granville
Great Barrington
Groton
Groveland
Hadley
Hamilton
Hampden
Hanover
Hanson
Harvard
Harwich
Hatfield
Hingham
Holliston
Hopkinton
Hubbardston
Hudson
Kingston
Lenox
Leverett
Lexington
Lincoln
Littleton
Longmeadow
Manchester
Marion
Marshfield
Mashpee
Mattapoisett
Maynard
Medway
Mendon
Middleborough
Middleton
Millis
Monson
Nahant
Nantucket
Needham
Newburyport
Newton
Norfolk
North Andover
Northampton
Northborough
Northfield
Norwell
Oak Bluffs
Orleans
Pembroke
Pelham
Phillipston
Plympton
Provincetown
Quincy
Randolph
Rehoboth
Rockport
Rowley
Royalston
Salem
Sandwich
Scituate
Seekonk
Sharon
Shutesbury
Somerset
Somerville
Southampton
Southborough
Southwick
Stockbridge
Stoughton
Stow
Sturbridge
Sudbury
Sunderland
Swansea
Templeton
Truro
Tyngsborough
Upton
Waltham
Wareham
Wayland
Wellesley
Wellfleet
Wenham
West Boylston
West
Bridgewater
West Newbury
West Springfield
West Tisbury
Westfield
Westford
Weston
Westport
Weymouth
Whately
Wilbraham
Williamstown
Yarmouth
And Community Preservation Committees from…
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Coalition Services
• Technical assistance
• Website: www.communitypreservation.org
• CPA advocacy
• Email newsletter
• Regional CPA conferences and training
• Assistance with CPA education and adoption
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What is CPA?
The Community
Preservation Act is state enabling legislation passed
in 2000
Adopted by individual communities at a local ballot
election
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….enables Massachusetts cities and towns to create a local dedicated fund for….
What is CPA?
Open Space
Historic Preservation
Community Housing
Outdoor Recreation
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CPA in 2013: 155 communities
44% of the state
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Recent CPA Ballot Activity
(November 2012)
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CPA Adopted by All Types of Communities
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CPA Funds at Work
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CPA - Many Types of Projects
•Text
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CPA by the Numbers through 2013
HISTORIC PRESERVATION: 3,300 appropriations made
OPEN SPACE: 19,700 acres preserved
OUTDOOR RECREATION: 1,000 projects funded
AFFORDABLE HOUSING: 7,800 units created or supported
OVERALL: 6,600+ projects approved & $1.2 billion raised
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Basics of CPA
Adopting communities establish a dedicated local fund for:
Historic Preservation
Open Space & Recreation
Community Housing
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Communities vote to establish a CPA surcharge of no higher than 3% on local
property taxes…
Basics of CPA – CPA Revenue Sources
…and then receive annual matching funds
from the state
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Not necessarily a permanent commitment
• The CPA must remain in place for at least 5 years
• After 5 years, the Act can be repealed at any time
• Amendments to the CPA surcharge percentage or the exemptions can be made at any time
Amending or Repealing the CPA
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Required representation from:
• Conservation Commission
• Historical Commission
• Planning Board
• Recreation Board
• Housing Authority
Community Preservation Committee (CPC)
City Ordinance or Town Bylaw establishes a CPC
Plus up to 4 additional members
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• Assess Needs • Accept/Review Project Proposals • Get Input from the Public and Boards/Committees • Recommend Expenditures to City Council/Town Council • Budgeting/Record Keeping, Annual Report • NOTE: Legislative approval required on all CPA projects!
CPC Functions
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CPA Annual Fund Distribution Requirements
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Potential Uses of CPA Funds
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REHABILITATE
CPA and Historic Preservation
• Buildings • Structures • Parks • Vessels
• Landscapes • Documents • Artifacts
PRESERVE
RESTORE ACQUIRE
ADAPT FOR REUSE
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Restoration of historic municipal buildings
CPA and Historic Preservation
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CPA and Historic Preservation
Adaptive Reuse of Buildings
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Grants to non-profit community groups (typically with a preservation easement)
CPA and Historic Preservation
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Historic City/Town Documents
CPA and Historic Preservation
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CPA and Open Space
PRESERVE
(REHABILITATE) ACQUIRE
CREATE
• Agricultural Land • Vulnerable Land
• Drinking Water Supplies
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Protecting Agricultural Land
CPA and Land Protection
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Protecting Vulnerable Land
CPA and Land Protection
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Protecting Drinking Water Supplies
CPA and Land Protection
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CPA and Recreation
CREATE REHABILITATE
ACQUIRE
• Playgrounds • Athletic Fields • Hiking and Biking Trails
• Parks • Community Gardens • Outdoor facilities only
PRESERVE
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Playgrounds
CPA and Recreation
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Athletic Fields
CPA and Recreation
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Hiking and Biking Trails
CPA and Recreation
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Parks
CPA and Recreation
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Community Gardens
CPA and Recreation
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CPA and Affordable Housing
REHABILITATE
CREATE
PRESERVE
ACQUIRE
SUPPORT
• Housing for Veterans • Conversion of Existing Buildings
• Meeting Specialized Needs • Community Involvement & Nonprofit Partnership • Sustainable Development
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CPA and Affordable Housing
Differs from 40B in that:
For families & individuals earning up to 100% of area median income:
• All local zoning and bylaws apply
• City Council/Town Meeting approval required
• Permanently affordable
• $48,510 for 1 person
• $55,440 for a couple
• $69,300 for a family of 4 (Leominster and Fitchburg)
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Housing for Veterans
CPA and Affordable Housing
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Conversion of Existing Buildings
CPA and Affordable Housing
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Meeting Specialized Needs
CPA and Affordable Housing
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Community Involvement
and Non-profit Partnerships
CPA and Affordable Housing
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LEED Certification and Sustainable Development
CPA and Affordable Housing
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Costs and Benefits of CPA
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What would CPA cost the average homeowner in this area?
Communities can choose from a menu of CPA exemptions…
It depends partly upon the exemptions your city/town adopts ….
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First $100,000 of residential property value New: First $100,000 of commercial & industrial property value Low income families; low/moderate income seniors Full commercial and industrial exemption (with split tax rate only)
Menu of CPA Exemptions
*Note: Any existing property tax exemptions apply to the CPA surcharge
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What about Residents with Low or Fixed Incomes?
FY13 income limits to qualify for exemption to CPA surcharge in Leominster and Fitchburg
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Avg Assessed Home Value
With $100,000 exemption
Net House Value Surcharged
Municipal Tax Rate (per $1000)
Amount Subject to Surcharge
CPA Surcharge Rate
Amount paid toward CPA Fund
The average Leominster homeowner would pay $19 into the local
Community Preservation fund annually.
What would the average local homeowner pay with a 1% CPA surcharge?
$209,968
$100,000
$109,968
$17.96
$1,975
1%
$19
x
x
(Based on FY2013 tax data for Leominster)
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The Statewide CPA Trust Fund
• Guaranteed annual disbursement from statewide CPA Trust Fund
• Administered by the Department of Revenue (DOR)
• Funds come from $10 and $20 fees charged at the Registries of Deeds
• New!! Additional $25 million from the state budget surplus for 2013… and beyond?
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How Much Can Communities Expect to Receive from the State CPA Trust Fund?
Annual match has ranged from 26%-100% of local CPA revenues Communities with 3% CPA surcharges get more $$$ each year!! Another route to 3%: ‘Blended’ CPA
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(Assumes Leominster adopts the exemption for the first $100,000 of residential property value)
Estimated Annual Leominster CPA Revenues (FY13)
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Overall Benefits of CPA: Leveraging
Town Project CPA $ Other $
Peabody Rail-trail $162,000 $1.36 million federal grant
West
Bridgewater
Anderson Farm $400,000 $1.23 million state and
federal grants
Easthampton Restore Town Hall $50,000 $50,000 from MHC
Newton Elderly housing $850,000 $3.167 million from HUD
Grafton Hassanamesitt Village
– open space/historic
preservation
$250,000 $1.85 million from state,
federal and private
sources
Hampden 166 acres open space $100,000 $400,000 from state and
private sources
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Overall Benefits of CPA
• Important community projects funded with state $$$
• Steady source of funding for local CPA needs
• Leverages other funding
• Strengthens community’s financial outlook
• New: Broadened allowable uses and increased funding
• Local economic activity and jobs
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Questions?
For more information: www.communitypreservation.org
617-367-8998