Blended Community Preservation Act

Littleton, MA: First Town to adopt Blended CPA is first to adopt joint CPC, BOS, FinCom policy on Blended CPA long-range financial planning. In 2014, Littleton became the first Town in the Commonwealth to accept the so-called "blended" Community Preservation Act [§3(b½) Read more. By adoption of the Blended CPA, the Town's one percent (1%) CPA property tax surcharge can be augmented by municipal revenues up to the equivalent of another two percent (2%), which increases the base for CPA state matching funds. 

UPDATE: 12/1/16: Littleton fully implements Blended CPA for a second year.  For Fiscal Year 2016, Littleton's 1% CPA surcharge raised $242,217, so the Town could deposit up to $484,434 in additional municipal revenues as the 2% equivalent. May 2, 2016 Special Town Meeting voters approved that maximum amount of $484,434 by adding $72,665 (15%) each for community housing, historic preservation, and active recreation; and $266,439 (55%) for open space / passive recreation. By fully implementing the Blended CPA for a second year in-a-row, Littleton again qualified for maximum CPA state matching funds, and on 12/1/16 received $196,864, or 27% from the State. This included $149,887, or 20.6%, in Round 1 on our 1% surcharge; plus $46,977 in Rounds 2 and 3, which is only for communities at a full 3% level.

11/17/15: Littleton receives 39.1% in CPA state matching funds. Littleton will receive $267,349, or 39.1%, in CPA state matching funds this year thanks to the Town's adoption and full implementation of the Blended CPA. DOR reports that Littleton will receive $203,003 in Round 1 (which goes to all CPA communities) plus another $64,395 in Round 2 and 3 funds (which go only to CPA communities at the full 3%). Because Littleton reached the full 3% level in FY 2015 by adding 2% in blended CPA funds to our 1% CPA surcharge, we qualified for Round 2 and 3 distributions. Had we not reached the full 3% level, our matching rate would only have been the 29.7% in Round 1 ($203,003). Last year, we only received $68,814 in state matching funds-- 31.5% of the $218,000 raised on the 1% surcharge in Round 1 alone. 

FY 2015 Blended CPA Appropriations: 2% Equivalent. For Fiscal Year 2015, Littleton's 1% CPA surcharge raised $227,484, so the Town could deposit up to $454,968 in additional municipal revenues as the 2% equivalent. Town Meeting voters approved that maximum amount of $454,968 by adding $200,000 for recreation on November 12, 2014; and by adding another $254,968-- $46,186 for community housing, $143,682 for open space and passive recreation, and $65,100 for historic resources-- on May 4, 2015.

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Town Administrator Keith Bergman
Assistant Town Administrator for Finance & Budget Bonnie Holston


 
 

Selectmen, CPC, FinCom jointly adopt policy integrating Blended CPA funds into the Town’s financial policies, procedures, and processes.  In order to better integrate Blended CPA funds into the Town's financial policies and procedures, including operating and capital budgeting, and short- and long-range fiscal planning processes, the Board of Selectmen, Community Preservation Committee, and Finance Committee have jointly-- and unanimously-- adopted a "CPA Appendix" to the Town’s Financial Management Policy drafted by the Town Administrator and recommended by the Finance Committee's Financial Policies Working Group.

"Whether and to what extent municipal funds are added to the Blended CPA fund requires a high degree of coordination between the Town government, the Community Preservation Committee, and the community as a whole."

In this presentation, this joint effort is described as both a "road map" and a "road trip."  The “road map” is a set of written policies as set forth in CPA Appendix to the Town's Financial Management Policy. Once this “road map” of policies is adopted, the “road trip” would then be the journey taken together by the BOS, FinCom, and CPC in implementing those policies. 

The policies, procedures, and processes outlined in the CPA Appendix include the following: 

  1. The requirement for joint adoption by the BOS, FinCom, and CPC of a “Blended CPA Long-range Plan” for use of blended CPA revenues—i.e., the 1% CPA surcharge plus up-to-2% equivalent in municipal revenues (up to 3% total). Public outreach and public hearings to be part of plan adoption. The blended plan would be reviewed and updated annually. The blended plan would be mindful of any plan adopted by the CPC relative to its 1% surcharge.
  2. All Town boards and departments requests for any CPA funding, and any requests for Blended CPA funds (whether from Town entities or other applicants) are to through the Town’s annual operating and capital budgeting processes. Requests for project eligibility and project funding shall also be made as determined by the CPC.
  3. Joint annual review by BOS, FInCom, and CPC of (A) what additional municipal revenues can be added to the CPA fund to increase the base for state matching funds; (B) a calculation of the resulting amounts needed to satisfy the minimum 10% annual appropriation requirements under the CPA; and (C) an annual determination about how resulting state matching funds ought to be apportioned.
  4. Town meeting articles for use of additional municipal revenues would be jointly sponsored by CPC, BOS, etc. in one of the following forms: (1) where additional municipal funds are intended to go into the CPA fund only for a particular project; or (2) where additional funds are deposited for one or more of the CPA purpose(s), but without identifying a particular project.
  5. Where private-raised gift funds are proposed to be deposited in the CPA fund, the resulting state matching funds are to go towards the donor’s project. This would be accomplished by appropriating for the project no less than the amount of the donation plus an increment based on the current year’s state matching rate.

 

 

Resources
 CPA Appendix - recommended by FPWG
 PPT presentation - Feb 2015
 
 
For more information contact:
Town Administrator Keith Bergman
Assistant Town Administrator for Finance & Budget Bonnie Holston

Resources
 CPA Appendix - recommended by FPWG
 PPT presentation - Feb 2015
 
 
For more information contact:
Town Administrator Keith Bergman
Assistant Town Administrator for Finance & Budget Bonnie Holston

 

Contact Information

Town Administrator Keith 

Contact Information

Town Administrator Keith