Introducing the Community Preservation Act (CPA) Workshop on CPA and - PowerPoint PPT Presentation

Introducing the Community Preservation Act (CPA) Workshop on CPA and Biomap2 for Worcester County Communities Leominster Library, October 9, 2013

About the Community Preservation Coalition

And Community Preservation Committees from… Acton Hadley Truro Cohasset Maynard Quincy Acushnet Concord Hamilton Medway Randolph Tyngsborough Agawam Hampden Upton Conway Mendon Rehoboth Amherst Hanover Waltham Dartmouth Middleborough Rockport Aquinnah Hanson Wareham Deerfield Middleton Rowley Ashland Harvard Wayland Dennis Millis Royalston Ayer Dighton Harwich Monson Salem Wellesley Barnstable Hatfield Wellfleet Dracut Nahant Sandwich Becket Hingham Wenham Dunstable Nantucket Scituate Bedford East Longmeadow Holliston Needham Seekonk West Boylston Belchertown Hopkinton West Eastham Newburyport Sharon Belmont Easthampton Hubbardston Newton Shutesbury Bridgewater Beverly Hudson West Newbury Easton Norfolk Somerset Bourne Kingston West Springfield Edgartown North Andover Somerville Boxford Fairhaven Lenox Northampton Southampton West Tisbury Braintree Leverett Westfield Fall River Northborough Southborough Brewster Falmouth Lexington Northfield Southwick Westford Bridgewater Lincoln Weston Georgetown Norwell Stockbridge Cambridge Littleton Westport Gloucester Oak Bluffs Stoughton Canton Goshen Longmeadow Orleans Stow Weymouth Carlisle Manchester Whately Grafton Pembroke Sturbridge Carver Marion Wilbraham Granville Pelham Sudbury Chatham Marshfield Williamstown Great Barrington Phillipston Sunderland Chelmsford Mashpee Yarmouth Groton Plympton Swansea Chilmark Groveland Mattapoisett Provincetown Templeton

Coalition Services • Technical assistance • Website: www.communitypreservation.org • CPA advocacy • Email newsletter • Regional CPA conferences and training • Assistance with CPA education and adoption

What is CPA? The Community Preservation Act is state enabling legislation passed in 2000 Adopted by individual communities at a local ballot election

What is CPA? ….enables Massachusetts cities and towns to create a local dedicated fund for…. Open Space Outdoor Recreation Historic Preservation Community Housing

CPA in 2013: 155 communities 44% of the state

Recent CPA Ballot Activity (November 2012)

CPA Adopted by All Types of Communities

CPA Funds at Work

CPA - Many Types of Projects • Text

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

Basics of CPA Adopting communities establish a dedicated local fund for: Historic Preservation Open Space & Recreation Community Housing

Basics of CPA – CPA Revenue Sources Communities vote to establish a CPA surcharge of no higher than 3% on local property taxes… …and then receive annual matching funds from the state

Amending or Repealing the CPA 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

Community Preservation Committee (CPC) City Ordinance or Town Bylaw establishes a CPC Required representation from: • Conservation Commission • Historical Commission • Planning Board • Recreation Board • Housing Authority  Plus up to 4 additional members

CPC Functions • 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!

CPA Annual Fund Distribution Requirements

Potential Uses of CPA Funds

CPA and Historic Preservation PRESERVE ACQUIRE RESTORE ADAPT FOR REUSE REHABILITATE • Buildings • Structures • Parks • Vessels • Landscapes • Documents • Artifacts

CPA and Historic Preservation Restoration of historic municipal buildings

CPA and Historic Preservation Adaptive Reuse of Buildings

CPA and Historic Preservation Grants to non-profit community groups (typically with a preservation easement)

CPA and Historic Preservation Historic City/Town Documents

CPA and Open Space PRESERVE CREATE (REHABILITATE) ACQUIRE • Agricultural Land • Vulnerable Land • Drinking Water Supplies

CPA and Land Protection Protecting Agricultural Land

CPA and Land Protection Protecting Vulnerable Land

CPA and Land Protection Protecting Drinking Water Supplies

CPA and Recreation ACQUIRE PRESERVE REHABILITATE CREATE • Playgrounds • Athletic Fields • Hiking and Biking Trails • Parks • Community Gardens • Outdoor facilities only

CPA and Recreation Playgrounds

CPA and Recreation Athletic Fields

CPA and Recreation Hiking and Biking Trails

CPA and Recreation Parks

CPA and Recreation Community Gardens

CPA and Affordable Housing REHABILITATE ACQUIRE CREATE PRESERVE SUPPORT • Housing for Veterans • Conversion of Existing Buildings • Meeting Specialized Needs • Community Involvement & Nonprofit Partnership • Sustainable Development

CPA and Affordable Housing For families & individuals earning up to 100% of area median income: • $48,510 for 1 person • $55,440 for a couple • $69,300 for a family of 4 (Leominster and Fitchburg) Differs from 40B in that: • All local zoning and bylaws apply • City Council/Town Meeting approval required • Permanently affordable

CPA and Affordable Housing Housing for Veterans

CPA and Affordable Housing Conversion of Existing Buildings

CPA and Affordable Housing Meeting Specialized Needs

CPA and Affordable Housing Community Involvement and Non-profit Partnerships

CPA and Affordable Housing LEED Certification and Sustainable Development

Costs and Benefits of CPA

What would CPA cost the average homeowner in this area? It depends partly upon the exemptions your city/town adopts …. Communities can choose from a menu of CPA exemptions…

  Menu of CPA Exemptions  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) *Note: Any existing property tax exemptions apply to the CPA surcharge

What about Residents with Low or Fixed Incomes? FY13 income limits to qualify for exemption to CPA surcharge in Leominster and Fitchburg

What would the average local homeowner pay with a 1% CPA surcharge? (Based on FY2013 tax data for Leominster) Avg Assessed Home Value $209,968 With $100,000 exemption $100,000 Net House Value Surcharged $109,968 x Municipal Tax Rate (per $1000) $17.96 Amount Subject to Surcharge $1,975 CPA Surcharge Rate 1% x Amount paid toward CPA Fund $19 The average Leominster homeowner would pay $19 into the local Community Preservation fund annually.

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?

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

Estimated Annual Leominster CPA Revenues (FY13) (Assumes Leominster adopts the exemption for the first $100,000 of residential property value)

Overall Benefits of CPA: Leveraging Town Project CPA $ Other $ Peabody Rail-trail $162,000 $1.36 million federal grant West Anderson Farm $400,000 $1.23 million state and Bridgewater 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 $250,000 $1.85 million from state, – open space/historic federal and private preservation sources Hampden 166 acres open space $100,000 $400,000 from state and private sources

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

Questions? For more information: www.communitypreservation.org 617-367-8998