Copyright 2006 The Trust for Public Land. Southeastern Mass CPA Workshop
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1 Southeastern Mass CPA Workshop November 10,
2 2
3 Presentation Overview The History of CPA What is CPA How Does CPA Work/How is CPA Adopted How are Communities using CPA Funds 3
4 4
5 History of the Community Preservation Act 20-year effort led to creation of CPA Cape Cod Land Bank (1998) and NJ inspired CPA CPA went into effect in Dec. 2000; 1 st adopters in 2001 Unprecedented rate of adoption 127 communities have adopted CPA (over 1/3 of state) Other states have turned to CPA as a model, esp. deed recording fee (CT and NH) 5
6 What is the Community Preservation Act CPA is a 2000 state law that forges a partnership between the state and local governments for: Open Space (and Recreation) Historic Preservation Affordable Housing CPA enables local governments to raise funds via a property tax surcharge (up to 3%); adopting communities can receive state matching funds ($20 document recording fee) 6
7 State Matching Funds Match Distributed Every October 15 FY 2002 $17.8 Million Match Distribution FY 2003 $27.2 Million Match Distribution FY 2004 $31.4 Million Match Distribution FY 2005 $46.3 Million Match Distribution FY 2006 $58.6 Million Match Distribution FY 2007 $68.1 Million Match Distribution 7
8 What is the Community Preservation Act CPA provides great flexibility to municipalities to spend CPA funds 10% minimum must be spent annually for each use category (open space, community housing, historic preservation) The state provides matching funds each year (Oct. 15 th ) All funds are spent and controlled locally Not a permanent commitment 8
9 Goals of the CPA: CPA Allows communities to control the way they grow: Protect valuable undeveloped land Restore historic sites and resources Create affordable housing Create new recreational opportunities 9
10 Local Adoption of CPA Two Routes Legislative (2 steps) Approval by majority of Town Meeting or City Council Approval by a simple majority at next regularly scheduled municipal or state election (whichever comes first) Initiative (2 steps) Petitions signed by 5% of electorate Approval by a simple majority at next regularly scheduled municipal or state election (whichever comes first) Town bylaw approval establishing CP Committee may precede or follow adoption of surcharge 10
11 Possible Exemptions to the CPA Surcharge Any existing exemptions apply to CPA. First $100,000 of residential property value. Low-moderate income exempts any household that earns less than 80% of area median and any senior (60+) who earns up to 100% of the median 11
12 Amending or Repealing CPA The CPA must remain in place for at least five years. After five years the Act can be repealed at any time by the same procedures used for passage of the Act. Amendments to the surcharge percentage or the exemptions can be made at any time by the same procedures used for passage of the Act. 12
13 CPC Responsibilities Assess community preservation needs Solicit and screen projects Recommend CPA expenditures to City Council Hold at least one public hearing Track CPA spending 13
14 Spending Procedures for CPA funds Community Preservation Committee (5-9 9 members) makes recommendations to Legislative Body (TM or City Council) Legislative Body has sole authority to spend CPA funds, but only upon CPC recommendation 10% minimum must be spent for each category annually Municipality may issue bonds backed by CPA locally raised revenue 14
15 History of CPA Adoption Fiscal Year # Munic
16 Surcharge Summary CPA Towns Summary of CPA Town Surcharges Summary of CPA Town Surcharges Spring 2007 Successful Measures Spring 2007 Failed Measures Surcharge # Towns % of Total Surcharge # Towns % of Total 0.5% 3 2% 1.0% 12 18% 1.0% 21 16% 1.5% 2 3% 1.1% 1 1% 1.9% 1 1% 1.5% 20 15% 2.0% 10 15% 2.0% 14 11% 3.0% 42 63% 3.0% 71 55% Total % Total % Avg. surcharge = 2.27% Avg. surcharge = 2.43% 16
17 CPA in the National Context 17
18 How are Communities using CPA Open Space/Recreation Historic Preservation Affordable Housing 18
19 Open Space and CPA 1. Purchase land 2. Purchase easements or restrictions on land 3. Protect drinking water 4. Protect nature preserves 5. Restore polluted land to its natural state 6. Protect farms and farmland 19
20 Farmland preserved in Stow 20
21 Bradstreet Open Space Project - Rowley 21
22 Rice Nature Preserve, Wilbraham 22
23 Cole Property - Carver 23
24 Plymouth Fish Ladder 24
25 Recreation Land can be purchased for : 1. Active and passive recreation 2. Community gardens 3. Trails 4. Non-commercial sports 5. Parks, playgrounds or athletic fields Focus is on outdoor recreational facilities 25
26 Clipper City Bike Trail, Newburyport 26
27 New Soccer Field, Sudbury 27
28 Splash Park, Bedford 28
29 Riverwalk Park, Peabody 29
30 Other CPA-Funded Recreation Projects Skateboard Park, Bedford Special Needs Playground, Peabody McGrath Park, Agawam Boat Ramp, Grafton 30
31 Historic Preservation Community Preservation funds may be used for acquisition, preservation, rehabilitation or restoration of historic resources that: are listed or eligible for listing on the state register of historic places,or have been determined by the local historic preservation commission to be significant in the history, archeology, architecture or culture of a city or town 31
32 Historic Preservation Historic Preservation Restoration of historic municipal properties Adaptive reuse Capital improvements to existing sites Grants to private non-profit groups, or individuals with a preservation easement 32
33 Thatcher s Island Historic Preservation Project, Rockport 33
34 Revere Bell, Plymouth 34
35 Pratt Library Housing Cohasset An adaptive reuse CPA project 35
36 Preservation of Historic Town Documents - Boxford 36
37 CPA Housing Efforts include: Comprehensive housing plans Conversion of existing stock Homeownership programs Friendly 40B New construction Partnerships: Habitat, Housing Trusts, other non-profit developers 37
38 CPA Housing For families and individuals earning up to 100% of area median: (varies by town) Units count toward 10% housing goal if inhabitants earn less than 80% of median. CPA Housing is different than 40B: Subject to local zoning Approved locally Permanently affordable Copyright 2006 The Trust for Public Land 38
39 Patriot Place Affordable Housing, Bedford, Massachusetts 39
40 40
41 Pilot Grove Housing Complex, Stow 41
42 Using CPA to Leverage Other Funding Town Project CPA $ Other $ Peabody Rail-trail $162,000 $1.36 million federal grant Bedford Archeological $10,000 $15,000 from MHC survey 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 $400,00 from state and private sources 42
43 Summary of CPA Accomplishments More than $335 million appropriated so far for CPA projects More than 8,000 acres of open space protected Over 1,000 units of affordable housing created Over 700 appropriations made to restore and preserve historic resources Over 350 recreation projects funded 43
44 44
45 CPA Revenue Projections (FY2007) Based on Exemptions: 1st $100k and Low/Moderate Income Surcharge Level 1% 2% 3% ATTLEBORO $ 332,148 $ 664,295 $ 996,443 BERKLEY $ 50,930 $ 101,860 $ 152,790 HALIFAX $ 81,366 $ 162,732 $ 244,098 HANSON $ 93,571 $ 187,143 $ 280,714 LAKEVILLE $ 100,739 $ 201,479 $ 302,218 SEEKONK $ 203,232 $ 406,464 $ 609,696 SWANSEA $ 147,792 $ 295,583 $ 443,375 TAUNTON $ 424,845 $ 849,691 $ 1,274,536 WEST BRIDGEWATER $ 110,182 $ 220,363 $ 330,545 WESTWOOD $ 378,242 $ 756,484 $ 1,134,726 45
46 For more information, go to: 46
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