Budget Amendment ID: FY2018-S3-44

LOC 44

Municipal Gas Tax Exemption

Messrs. Tarr, Humason, O'Connor and Ross moved that the proposed new text be amended by inserting, after section__, the following new section:-

“SECTION__. Chapter 64A of the General Laws, as most recently amended by chapter 46 of the acts of 2013, is hereby further amended by inserting, after section 7A, the following section:-

Section 7B. The sale of fuel to a city or town which was consumed for any municipal purpose shall be exempt from the excise established by this chapter.”

 


Budget Amendment ID: FY2018-S3-45

LOC 45

Excess Revenue for Local Aid

Messrs. Tarr, Humason, O'Connor and Ross moved that the proposed new text be amended by inserting after section __ the following new section:-

“SECTION __.  Notwithstanding any general or special law to the contrary, in the event state tax revenues for fiscal year 2018 exceed $22,700,000,000, the treasurer shall make fifty percent of the excess revenue, up to $100,000,000, available to cities and towns; provided, the excess revenue shall be distributed on a proportional basis pursuant to the distribution of unrestricted general government aid, as prescribed in section 3 of the annual general appropriations act; provided, the treasurer shall notify the house and senate chairs of the committees on ways and means, the house and senate chairs of the joint committee on education, the commissioner of revenue, the secretary of education, and the secretary of administration and finance of any distribution which is made according to this section not less than 30 days prior to the date such distribution is implemented.”.

 


Budget Amendment ID: FY2018-S3-46

LOC 46

Suplus Funds for Local Aid

Messrs. Tarr, Humason, O'Connor and Ross moved that the proposed new text be amended by inserting, after section__, the following new section:-

“SECTION __. Notwithstanding any general or special law to the contrary, 50 percent of any of the unexpended and unencumbered balances of appropriations on June 30, 2017, or $50,000,000, whichever is less, shall be distributed to cities and towns in accordance with the distribution of the balance of the State Lottery Fund, as paid from the General Fund in accordance with clause (c) of the second paragraph of section 35 of chapter 10 of the General Laws. The distribution authorized by this section shall be executed not later than October 31, 2017; provided further, that any funds distributed under this section shall be considered one-time funding, and shall not be considered part of a municipality’s Unrestricted General Government Aid in fiscal year 2018 and 2019; provided further, the distribution shall in no way constitute a new and continuing funding source for cities and towns.”

 


Budget Amendment ID: FY2018-S3-47

LOC 47

Nickerson State Park

Mr. Cyr moved that the proposed new text be amended SECTION XX. Chapter 10 of the General Laws, as appearing in the 2014 official edition, is hereby amended by inserting after section 35AAA the following section:- Section 35BBB. (a) There shall be established the Nickerson State Park Trust Fund to be used, without further appropriation, for the long-term preservation and maintenance of Nickerson State Park. Any balance in the fund at the end of a fiscal year shall not revert to the General Fund but shall remain available for expenditure in subsequent fiscal years. No expenditure made from the fund shall cause the fund to become deficient at any point during a fiscal year. (b) The department of conservation and recreation shall impose a surcharge of $2 upon each fee charged and collected from camping in Nickerson State Park. The additional monies collected from the surcharge shall be deposited into the fund.


Budget Amendment ID: FY2018-S3-51

LOC 51

Tewksbury Fire Department

Ms. L'Italien moved that the proposed new text be amended in section 2, in item 8324-0000, by inserting at the end thereof the following:- ""and provided further, that not less than $90,000 shall be allocated to the fire department in the city of Tewksbury for municipal improvements to cover the cost of responding to Tewksbury State Hospital"


Budget Amendment ID: FY2018-S3-53-R1

Redraft LOC 53

Danvers Technology Improvements

Ms. Lovely moved that the proposed new text be amended in section 2, in item 1599-0026, by adding at the end thereof the following: “provided further, that not less than $50,000 shall be expended for municipal technology improvements in the town of Danvers”; and in said item, by striking out the figures “$3,350,000” and inserting in place thereof the figures “$3,400,000”


Budget Amendment ID: FY2018-S3-54

LOC 54

Essex County Sheriff Registry of Deeds Partnership

Mr. Tarr and Ms. O'Connor Ives moved that the proposed new text be amended in section 2, in item 0540-0900, by inserting the following:-

“provided, the northern Essex Registry of Deeds may pursue a pilot program with the Essex County Sherriff’s Office for the purposes of sharing leased office space”


Budget Amendment ID: FY2018-S3-55-R2

2nd Redraft LOC 55

Grace Center Day Program

Mr. Tarr moved that the proposed new text be amended in section 2, in item 7004-0102, by inserting the following at the end thereof:-

“provided, that not less than $75,000 shall be expended for a pilot program in the city of Gloucester, operated by the Grace Center, Inc., for the purpose of providing and coordinating services for the homeless during those hours when shelter occupancy is not available” and in said item by striking the figure “46,180,000” and inserting in place thereof the following figure “46,255,000”

and further moves to amend the text in section 2, in item 4512-0205, by inserting at the end thereof the following:-

“provided that not less than $75,000 shall be expended for the operations of the Gloucester High Risk Task Force sponsored by the Health Gloucester Collaborative” and in said item by striking the figure “129,675,888” and inserting in place thereof the following figure “129,750,888”


Budget Amendment ID: FY2018-S3-56

LOC 56

Gloucester High Risk Task Force

Mr. Tarr moved that the proposed new text be amended in section 2, in item 4512-0200, by inserting at the end thereof the following:- “provided that not less than $75,000 shall be expended for the operations of the Gloucester High Risk Task Force sponsored by the Healthy Gloucester Collaborative"

and further moves to amend said item by striking the figure “129,675,888” and inserting in place thereof the following figure “129,750,888”


Budget Amendment ID: FY2018-S3-57

LOC 57

Open Door Youth Program

Mr. Tarr moved that the proposed new text be amended in section 2, in item 7002-0012, by inserting the following at the end thereof:-

“provided that $25,000 shall be expended for the Open Door Food Pantry’s On the Mark program in the City of Gloucester”

and moves to further amend said item by striking out the figure “12,500,000” and inserting in place thereof the following: “12,525,000”.


Budget Amendment ID: FY2018-S3-58

LOC 58

Billerica Friends of Music

Mr. Tarr moved that the proposed new text be amended in section 2, in item 7008-0900, by adding at the end thereof the following:-

provided, that not less than $25,000 shall be expended for the acquisition of instruments, equipment, and other association needs to the Billerica Friends of Music.

and further moves to amend said item by striking the figure “299,361” and inserting in place thereof the following figure “324,361”.


Budget Amendment ID: FY2018-S3-59

LOC 59

Billerica Friends of the COA

Mr. Tarr moved that the proposed new text be amended in section 2, in item 9110-9002, by adding at the end thereof the following :-

provided, that not less than $25,000 shall be expended for the building equipment and senior programs, infrastructure upgrades, and other committee needs

and further moves to amend said item by striking the figure “14,030,000” and inserting in place thereof the following figure “14,055,000”.


Budget Amendment ID: FY2018-S3-60

LOC 60

Billerica High School Athletic Association

Mr. Tarr moved that the proposed new text be amended in section 2, in item 7008-0900, by adding at the end thereof the following:-

and provided further, that not less than $25,000 shall be expended for the Billerica Memorial High School Athletic Association for equipment, field improvement, and other association needs

and moves to further amend said item by striking the figure “299,361” and inserting in place thereof the following figure “324,361”.


Budget Amendment ID: FY2018-S3-61

LOC 61

Provincetown Nursing Home Reimbursement Rate

Mr. Cyr moved that the proposed new text be amended in section 2, in item 4000-0601, moves to amend the bill in section 2, in item 4000-0601, by inserting after "2015"  the following: "provided further, that the executive office and its agencies, when contracting for services in the town of Provincetown, shall take into consideration the increased costs associated with the provision of goods, services and housing in said town".


Budget Amendment ID: FY2018-S3-65

LOC 65

West Roxbury Main Streets

Mr. Rush moved that the proposed new text be amended in section 2, in item 1599-0026, by adding at the end thereof the following:- "; provided further, that not less than $150,000 shall be expended for funding the West Roxbury Main Streets Parkway Community Pavilion construction project on Centre Street in West Roxbury”; and in said item, by striking out the figures “$3,350,000” and inserting in place thereof the figures “$3,500,000”


Budget Amendment ID: FY2018-S3-66

LOC 66

Mother Brook Arts & Community Center

Messrs. Rush and O'Connor moved that the proposed new text be amended in section 2, in item 1599-0026, by adding at the end thereof the following:- “, and provided further that not less than $30,000 shall be expended for an outdoor park at the Mother Brook Arts and Community Center in the town of Dedham”; and in said item, by striking out the figures “$3,350,000” and inserting in place thereof the figures “$3,380,000”


Budget Amendment ID: FY2018-S3-67

LOC 67

Norwood Regional Facility

Mr. Rush moved that the proposed new text be amended in section 2, in item 1599-0026, by adding at the end thereof the following:- “; provided further, that not less than $50,000 be expended for the reconstruction of the Robert H. Ivatts regional facility in Norwood”; and in said item, by striking out the figures “$3,350,000” and inserting in place thereof the figures “$3,400,000”


Budget Amendment ID: FY2018-S3-68

LOC 68

Brimfield Windmill

Ms. Gobi moved that the proposed new text be amended in section 2, in item 7008-0900, by adding the following:- “provided further, that not less than $15,000 shall be expended to the Friends of the Brimfield Windmill, Inc. for costs related to the restoration of the Brimfield Windmill in the Town of Brimfield;” and by striking the figures "$299,361" and inserting in place thereof the following figures "$314,361".


Budget Amendment ID: FY2018-S3-69

LOC 69

Wales Food Pantry Driver

Ms. Gobi moved that the proposed new text be amended in section 2, in item 9110-1900, by adding the following:- “and provided further that not less than $12,300 shall be expended for a food pantry driver in the Town of Wales;” and by striking out the figures “$7,257,869” and inserting in place thereof the following figures “$7,270,169”.


Budget Amendment ID: FY2018-S3-70-R1

Redraft LOC 70

Hardwick Pond Invasive Species

Ms. Gobi moved that the proposed new text be amended in section 2, in item 2810-0100, by adding the following:- “and provided further that not less than $40,000 shall be expended to the Hardwick Pond Preservation Association for invasive species control on Hardwick Pond in the Town of Hardwick;” and by striking out the figures “$38,578,728” and inserting in place thereof the following figures "$38,618,728".


Budget Amendment ID: FY2018-S3-71

LOC 71

Natick School Overcrowding

Mr. Ross moved that the proposed new text be amended in section 2, in item 1599-0026, by adding at the end thereof the following:- “provided further, that not less than $200,000 shall be expended for the Town of Natick to help with overcrowding in the public schools;” and in said item, by striking out the figures “$3,350,000” and inserting in place thereof the figures “$3,550,000”


Budget Amendment ID: FY2018-S3-73-R1

Redraft LOC 73

Public School Reimbursement

Mr. Brady moved that the proposed new text be amended in section 2, by inserting after item 7061-0011 the following item:

"xxxx-xxxx   For a reserve to provide transitional relief to the Brockton public school district whose fiscal year 2018 chapter 70 aid and tuition revenue are significantly and negatively impacted by the change in low income enrollment measurement ..................$1,500,000”

and in Section 3, in the third paragraph, strike the second-to-last sentence, and replace with the following:

“Growth aid” shall be the positive change, if any, between the district’s FY18 and FY17 foundation budgets multiplied by the target aid share multiplied by 0.5, minus the foundation aid increment.  The "minimum aid increment" shall be equal to $30 multiplied by the district's foundation enrollment minus the foundation aid increment minus growth aid.

and in Section 3  strike the fourth paragraph, and replace with the following:

Chapter 70 aid for fiscal year 2018 shall be the sum of prior year aid plus the foundation aid increment, if any, plus growth aid, if any, plus the minimum aid increment, if any. No non-operating district shall receive chapter 70 aid in an amount greater than the district's foundation budget. Transitional relief, if any, shall be added to the chapter 70 distribution of this section and shall not be added to base aid for the calculation of chapter 70 aid for fiscal year 2019.


Budget Amendment ID: FY2018-S3-74

LOC 74

Municipal Modernization Updates

Mr. Moore moved that the proposed new text be amended in section 2, after section ____ the following 2 sections:-

"SECTION ____. Section 25 of chapter 59 of the General Laws, as amended by section 133 of chapter 218 of the acts of 2016, is amended by striking out the second sentence and inserting in place thereof the following sentence:- The overlay account may be used only for avoiding fractional divisions of the amount to be assessed, for abatements granted on account of property assessed for any fiscal year and for any interest payable on such abatements under section 64 or 69 of this chapter.

SECTION ____. Notwithstanding section 53E½ of chapter 44 or any other general or special law to the contrary, no limit shall apply to the amount of receipts the city or town may authorize in expenditures by any board, department or officer from the revolving funds under its control, or from all revolving funds, during the fiscal year beginning on July 1, 2017. Revolving funds for use by a city or town agency, board, department or office for the fiscal year beginning on July 1, 2017 may be established by (1) a vote of the legislative body upon the recommendation of the chief administrative or executive officer or (2) a bylaw or ordinance; and a vote by the legislative body on the total amount that may be expended from each fund during the fiscal year. This section shall apply only to revolving funds established under section 53E½ of chapter 44."


SENATE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 2149

Senate, May 24, 2017 -- Text of amendment (75) (offered by Senator Chang-Diaz et al) to the Ways and Means amendment (Senate, No. 3) to the House Bill making appropriations for the fiscal year 2018 for the maintenance of the departments, boards, commissions, institutions and certain activities of the Commonwealth, for interest, sinking fund and serial bond requirements and for certain permanent improvements

 

The Commonwealth of Massachusetts

 

_______________

In the One Hundred and Ninetieth General Court
(2017-2018)

_______________

 

in Section 19 by striking all after the words “remaining costs in the schedule.” and inserting in place thereof the following:-

“The implementation schedule shall be included annually in a joint resolution and placed before the members of the general court, not later than February 15, for their consideration along with any proposed legislation necessary to execute and implement the schedule. The implementation schedule shall be subject to appropriation. Upon completion of the implementation schedule, a joint resolution shall be placed before the members of the general court affirming that the recommendations of the commission have been fulfilled; provided that upon the adoption of such resolution the determination of an annual implementation schedule shall no longer be required.”

and further moved that the bill be amended by inserting at the end thereof the following sections:-

SECTION XX. Chapter 70 of the General Laws is hereby amended by striking out section 2, as appearing in the 2014 Official Edition, and inserting in place thereof the following section:-

Section 2. As used in this chapter and in chapters 15, 69 and 71, the following words shall have the following meanings unless the context clearly requires otherwise:

"Administration allotment", the amounts allotted within a district's foundation budget for administration in any fiscal year; provided, however, that the fiscal year 2018 administration allotment, based on a sum of the following rate calculations, shall be the base year, adjusted annually by the foundation inflation index:

(i) $184.03 multiplied by the foundation preschool enrollment and the foundation half-day kindergarten enrollment;

(ii) $368.04 multiplied by the foundation full-day kindergarten enrollment, the foundation elementary enrollment, the foundation junior high or middle school enrollment, the foundation high school enrollment, and the foundation vocational enrollment; and

(iii) $2,540.15 multiplied by the assumed in-school special education enrollment and the assumed tuitioned-out special education enrollment.

"Assumed in-school special education enrollment'', 4 per cent of the total foundation enrollment in a district not including vocational or preschool enrollment, plus 5 per cent of vocational enrollment.

"Assumed tuitioned-out special education enrollment'', 1 per cent of the total foundation enrollment in a district, not including vocational or preschool enrollment.

“Base Aid”, in a fiscal year, the total amount of chapter 70 aid provided in the general appropriation act of the previous fiscal year.

"Board'', the board of elementary and secondary education.

"Chapter 70 aid", the sum of a district's base aid, foundation aid increment, if any, and minimum  aid increment, if any, in a fiscal year; provided, however that non-operating district shall receive chapter 70 aid in an amount greater than the district's foundation budget.

"Classroom and specialist teachers allotment", the amount allotted within a district's foundation budget for classroom and specialist teachers in a fiscal year; provided, however, that the fiscal year 2018 “classroom and specialist teachers allotment”, based on a sum of the following rate calculations, shall be the base year, adjusted annually by the foundation inflation index:

(i) $1,523.99 multiplied by the foundation preschool enrollment and the foundation half-day kindergarten enrollment;

(ii) $3,047.97 multiplied by the foundation full-day kindergarten enrollment;

(iii) $3,047.93 multiplied by the foundation elementary enrollment;

(iv) $2,682.20 multiplied by the foundation junior high or middle school enrollment;

(v) $3, 944.39 multiplied by the foundation high school enrollment;

(vi) $8,381.85 multiplied by the assumed in-school special education enrollment; and

(vii) $6,705.50 multiplied by the foundation vocational enrollment.

"Combined effort yield", the sum of a municipality's equalized property valuation multiplied by  the uniform property percentage and its income multiplied by  the uniform income percentage.

"Commissioner'', the commissioner of elementary and secondary education.

"Department'', the department of elementary and secondary education.

"District'' or "School district'', the school department of a city or town or a regional school district.

"Effort reduction percentage", the percentage of excess effort to be reduced in any given year.

"Employee benefits and fixed charges allotment", the amount allotted within a district's foundation budget for employee benefits and fixed charges; provided, however, that for fiscal year 2018 and thereafter, the employee benefits and fixed charges allotment shall be the employee health insurance rate multiplied by the number of active employees for whom the district provides health insurance, plus the retired employee health insurance rate multiplied by the number of the district’s retired employees, plus the product of .29 and the sum of the employee health insurance rate and the retired employee health insurance rate.

“Employee health insurance rate”, the employer share of the average group insurance commission premium for all plans for the 3 previous fiscal years; provided, however, that the group insurance commission shall annually, not later than June 30, provide the department with data necessary for the determination of such rate or any increase thereof.

“English language learner enrollment”, the number of students identified as English language learners pursuant to chapter 71A, including students enrolled in vocational and technical schools.

“English language learner expanded program increment”, the amount allotted within a district’s foundation budget for additional services for English language learners, including those enrolled in vocational and technical schools; provided, however, that the increment for fiscal year 2018 shall be $2,387.20 multiplied by the number of English language learners in the district, adjusted annually thereafter by the foundation inflation index.

“Enrollment categories”, any of the following categories in which a student, including students enrolled in special education programs and students attending a school in another district, pursuant to section 12B of chapter 76, who resides in the district and who attends either a public school in that district or a school for which the district of residence pays tuition, is placed; provided, however, that any such student shall be place in only 1 enrollment category depending on the grade and program to which the student is assigned; provided further, that English language learners and low-income students shall be placed in 1 of the following enrollment categories and shall be counted for the purposes of calculating the English language learners increment and the low-income expanded program increment:

(i) “elementary enrollment”, number of students enrolled in grades 1 to 5, inclusive, and not enrolled in English language learner or vocational programs in a district;

(ii) “high school enrollment”, the number of students enrolled in grades 9 to 12, inclusive, and not enrolled in English language learner or vocational programs in a district;

(iii) “junior high or middle school enrollment”, the number of students enrolled in grades 6 to 8, inclusive, and not enrolled in English language learner or vocational programs in a district;

(iv) “kindergarten enrollment”, the number of students enrolled in kindergarten and not enrolled in English language learner or vocational programs in a district; provided, however, that in any district in which kindergarten students attend school for a full day in a program that does not charge tuition or fees, the foundation kindergarten enrollment used to calculate the foundation budget amount described in this section shall be 2 times the kindergarten enrollment number that would otherwise be used for such calculations if the district and all towns responsible for appropriating for the district so request;

(v) “preschool enrollment”, the number of students enrolled in preschool programs in a district; and

(vi) “vocational enrollment”, the number of students enrolled in vocational, education programs or an agricultural school in a district.

“Equalized property valuation”, the most recent equalized property valuation for a municipality as determined by the department of revenue pursuant to sections 9, 10 and 10C of chapter 58.

"Excess effort", the positive difference, if any, between a municipality's target local contribution and its preliminary contribution.

"Foundation aid increment", the positive difference between a district's foundation budget and its required district contribution; provided, however, that until the adoption by the general court of a joint resolution affirming the completion of the implementation schedule fulfilling the recommendations filed on November 2, 2015, by the foundation budget review commission established in section 4 of chapter 70, both the district foundation budget and the required district contribution shall be calculated based on the implementation schedule agreed to pursuant to section 5B ½ of chapter 29.

"Foundation budget'', the sum of the administration allotment, instructional leadership allotment, classroom and specialist teachers allotment, other teaching services allotment, professional development allotment, instructional materials, equipment and technology allotment, guidance and psychological allotment, pupil services allotment, operations and maintenance allotment, employee benefits and fixed charges allotment and tuitioned-out special education tuition allotment and the English language learners expanded program increment and the low-income expanded program increment; provided, however, that the base year for calculating the foundation budget shall be fiscal year 2018; provided further, that the base year foundation budget shall be calculated according to the formulas in this section using foundation enrollment as described in this section; and provided further that, for fiscal years thereafter, the foundation budget shall be the base year foundation budget, as adjusted for enrollment and for inflation as set forth in section 3.

"Foundation enrollment'', the student enrollment of a district in any fiscal year; provided, however, that the “foundation enrollment” shall be the sum of the foundation kindergarten, elementary, junior high or middle school, high school and vocational enrollment plus 1/2 of the foundation preschool enrollment, including students enrolled in the program for the elimination of racial imbalance under section 12A of chapter 76; and provided further, that annually, not later than March 1 of each calendar year, the department shall certify the foundation enrollment for the next fiscal year as the actual enrollment as reported the previous October.

"Foundation inflation index'', in fiscal year 2018, the foundation inflation index shall equal 1.000; provided, however, that in fiscal year 2019 and in each fiscal year thereafter, the foundation inflation index shall equal the prior year's foundation inflation index multiplied by the minimum of: (i) the ratio of the value of the implicit price deflator for state and local government purchases in the first quarter of the prior fiscal year to its value in the first quarter of the year 2 years prior; or (ii) 1.045.

"General revenue sharing aid'', the amount of assistance from the commonwealth to be received by a city or town in a fiscal year from the following local aid programs: (i) payments in lieu of taxes for state-owned lands distributed pursuant to section 17 of chapter 58; (ii) the distribution to cities and towns of the balance of the State Lottery and Gaming Fund in accordance with the clause (c) of the second paragraph of section 35 of chapter 10; and (iii) additional assistance distributed pursuant to section 18E of chapter 58.

"Guidance and psychological allotment", the amount allotted within a district's foundation budget for guidance and psychological services; provided, however, that the fiscal year 2018 guidance and psychological allotment, based on a sum of the following rate calculations, shall be the base year, adjusted annually by the foundation inflation index:

(i) $110.88 multiplied by the foundation preschool enrollment and the foundation half-day kindergarten enrollment;

(ii) $221.79 multiplied by the foundation full-day kindergarten enrollment and the foundation elementary enrollment;

(iii) $295.23 multiplied by foundation junior high or middle school enrollment; and

(iv) $370.08 multiplied by the foundation high school enrollment and the foundation vocational enrollment.

"Income", total income from all sources as reported by the residents of a municipality on income tax returns submitted to the department of revenue for the most recent available calendar year.

"Income percentage", the uniform percentage of each municipality's total income which yields 1/2 of the statewide total of combined effort yields in any fiscal year.

"Instructional leadership allotment", the amounts allotted within a district's foundation budget for instructional leadership in a fiscal year; provided, however, that for fiscal year 2018, the “instructional leadership allotment” shall be the sum of the following rate calculations; and provided further, that for subsequent fiscal years, “instructional leadership allotment” shall be the sum of the following rates annually adjusted by the foundation inflation index:

(i) $332.37 multiplied by the foundation preschool enrollment and the foundation half-day kindergarten enrollment; and

(ii) $664.72 multiplied by the foundation full-day kindergarten enrollment, the foundation elementary enrollment, the foundation junior high or middle school enrollment, the foundation high school enrollment and the foundation vocational enrollment.

"Instructional materials, equipment and technology allotment", the amount allotted within a district's foundation budget for instructional materials, equipment and technology; provided, however, that the fiscal year 2018 instructional materials, equipment and technology allotment, based on a sum of the following rate calculations, shall be the base year, adjusted annually by the foundation inflation index:

(i) $ 220.58 multiplied by the foundation preschool enrollment and the foundation half-day kindergarten enrollment;

(ii) $441.15 multiplied by the foundation full-day kindergarten enrollment, the foundation elementary enrollment and the foundation junior high or middle school enrollment;

(iii) $705.85 multiplied by the foundation high school enrollment;

(iv) $352.92 multiplied by the assumed in-school special education enrollment; and

(v) $1,235.22 multiplied by the foundation vocational enrollment.

"Low-income enrollment'', the number of children attending school in a district regardless of residence or tuition-paying status, with a family income at or below 185 per cent of the federal poverty level; provided, however, that a low-income child or low-income student shall mean a child who meets these eligibility standards; and provided further, that in determining the total number of low-income students, the department shall use the preceding year's actual number of low-income elementary, junior high or middle school, high school and vocational students and ½ of the preceding year's actual number of low-income kindergarten and preschool students.

“Low-income expanded program increment”, the amount allotted within a district’s foundation budget for each student with a family income at or below 185 per cent of the federal poverty level; provided, however, that the department shall rank each district and divide the districts into septiles; provided further, that each district shall be assigned a low-income septile based on its low income percentage which shall be calculated as its number of low-income students divided by the total foundation enrollment; provided further, that each septile shall be assigned a low-income rate where the rate for the lowest percentage septile shall be $ 3,816.90 and each subsequent septile shall increase by equal amounts up to the highest percentage septile rate of $8,269.79; and provided further, that the rates for each septile shall be annually adjusted according to the foundation inflation index.

“Minimum aid”, the positive difference between a district’s foundation aid, and the product of $25 multiplied by the district foundation enrollment.

"Maximum local contribution", 82.5 per cent of a municipality's foundation budget.

"Municipal foundation budget", a city or town's local district's foundation budget plus the sum of its share of the foundation budgets at regional districts or at agricultural schools of which it is a member; provided, however, that a city or town's share of the foundation budget at regional districts or at agricultural schools shall be based upon its share of the total foundation enrollment from all member municipalities at those districts and schools.

"Municipal revenue growth factor'', the change in local general revenues calculated by subtracting 1 from the quotient calculated by dividing the sum of: (i) the maximum levy for the fiscal year estimated by multiplying the levy limit of the prior fiscal year by a factor equal to 102 ½ per cent plus the average of the percentage increases in the levy limit due to new growth adjustments over the last 3 available years as certified by the department of revenue or as otherwise estimated by the division of local services in the department of revenue where it appears that a municipality may not be entitled to increase its minimum levy limit by 2 ½ per cent; provided, however, that if the highest percentage during such 3 years exceeds the average of the other 2 years' percentages by more than 2 percentage points, then the lowest 3 of the last 4 years shall be used for such calculation; (ii) the amount of general revenue sharing aid for the fiscal year; and (iii) other budgeted recurring receipts not including user fees or other charges determined by the division of local services to be associated with the provision of specific municipal services for the prior fiscal year, by the sum of: (1) the actual levy limit for the prior fiscal year; (2) the amount of general revenue sharing aid received for the prior fiscal year; and (3) other recurring receipts not including user fees or other charges determined by the division of local services to be associated with the provision of specific municipal services budgeted by the municipality for the fiscal year preceding the prior fiscal year, if any; provided further, that for the purposes of this calculation, the levy limit shall exclude any amounts generated by overrides applicable to any year after the fiscal year ending June 30, 1993; provided further, that in the absence of an actual levy limit for the prior fiscal year, the actual levy limit for the prior fiscal year shall be estimated by multiplying the actual levy limit of the fiscal year preceding the prior fiscal year by a factor equal to 102 ½ per cent plus the average of the percentage increases in the levy limit due to new growth as specified above; provided, further, in a district classified in the highest concentration of students considered economically disadvantaged as determined by the department under the foundation budget formula, and which did not receive new foundation aid in fiscal years 2014 through 2018, inclusive, and in which actual net school spending exceeded required net school spending in fiscal years 2014 through 2018, inclusive, the district’s municipal revenue growth factor shall not exceed 2½ per cent during the course of the implementation schedule provided in Section 5B½ of Chapter 29; provided, further, in any fiscal year following the adoption of a joint resolution affirming the completion of the implementation schedule provided in Section 5B½  of Chapter 29 fulfilling the recommendations, filed on November 2, 2015, of the foundation budget review commission established in section 4 of chapter 70, in a district classified in the highest concentration of students considered economically disadvantaged as determined by the department under the foundation budget formula, and which did not receive new foundation aid in the prior fiscal year, and in which actual net school spending exceeded required net school spending in the prior fiscal year, the district’s municipal revenue growth factor shall not exceed the greater of 2.5% or the maximum allowable percentage of taxes assessed in excess of the maximum levy limit prior to any voter approval to assess taxes in excess of that amount under subsection (g) of section 21C of chapter 59; and provided further, that in making any of these required calculations, the division of local services may substitute more current information or such other information as would produce a more accurate estimate of the change in a municipality's general local revenues and the department shall use such growth factor to calculate preliminary contribution, required local contribution and any other factors that directly or indirectly use the municipal growth factor.

"Net school spending'', the total amount spent for the support of public education, including teacher salary deferrals and tuition payments for children residing in the district who attend a school in another district or other approved facility, determined without regard to whether such amounts are regularly charged to school or non-school accounts by the municipality for accounting purposes; provided, however, that net school spending shall not include any spending for long-term debt service, and shall not include spending for school lunches and student transportation; provided further that “net school spending” shall also not include tuition revenue or revenue from activity, admission, other charges or any other revenue attributable to public education; provided further, that such revenue shall be made available to the school district which generated the revenue in addition to any financial resources made available by municipalities or state assistance; provided further, that the department, in consultation with the department of revenue, shall promulgate regulations to ensure a uniform method of determining which municipal expenditures shall be appropriated for the support of public education and which revenues are attributable to public education in accordance with this section; and provided further, that the regulations shall include provisions for resolving disputes which may arise between municipal and school officials.

"Operations and maintenance allotment", the amount allotted within a district's foundation budget for operations and maintenance; provided, however, that the fiscal year 2018 operations and maintenance allotment, based on a sum of the following rate calculations, shall be the base year, adjusted annually by the foundation inflation index:

(i) $423.20 multiplied by the foundation preschool enrollment and the foundation half-day kindergarten enrollment;

(ii) $846.38 multiplied by the foundation full-day kindergarten enrollment and the foundation elementary enrollment;

(iii) $917.59 multiplied by foundation junior high or middle school enrollment;

(iv) $889.70 multiplied by the foundation high school enrollment;

(v) $2,837.47 multiplied by the assumed in-school special education enrollment; and

(vi) $1,665.10 multiplied by the foundation vocational enrollment.

“Other teaching services allotment”, the amount allotted within a district's foundation budget for other teaching services; provided, however, that the fiscal year 2018 other teaching services allotment, based on a sum of the following rate calculations, shall be the base year, adjusted annually by the foundation inflation index:

(i) $390.86 multiplied by the foundation preschool enrollment and the foundation half-day kindergarten enrollment;

(ii) $781.74 multiplied by the foundation full-day kindergarten enrollment and the foundation elementary enrollment;

(iii) $562.73 multiplied by the foundation junior high or middle school enrollment;

(iv) $468.48 multiplied by the foundation high school enrollment and the foundation vocational enrollment;

(v) $7,826.02 multiplied by the assumed in-school special education enrollment; and

(vi) $38.81 multiplied by the assumed tuitioned-out special education enrollment.

“Preliminary contribution”, the product of: (i) a municipality's required local contribution for the prior fiscal year; and (ii) 1 plus the municipal revenue growth factor for the current year; provided, however, that if a municipality's preliminary local contribution as a percentage of its foundation budget is more than 2.5 percentage points lower than the target local share, the preliminary contribution shall be recalculated using the municipality's revenue growth factor plus 1 percentage point; and provided further, that if a municipality's preliminary contribution as a percentage of its foundation budget is more than 7.5 percentage points lower than the target local share, the preliminary contribution shall be recalculated using the municipality's revenue growth factor plus 2 percentage points.

“Professional development allotment", the amount allotted within a district's foundation budget for professional development; provided, however, that the fiscal year 2018 professional development allotment, based on a sum of the following rate calculations, shall be the base year, adjusted annually by the foundation inflation index:

(i) $60.27 multiplied by the foundation preschool enrollment and the foundation half-day kindergarten enrollment;

(ii) $120.60 multiplied by the foundation full-day kindergarten enrollment;

(iii) $120.62 multiplied by the foundation elementary enrollment;

(iv) $130.76 multiplied by the foundation junior high or middle school enrollment;

(v) $126.78 multiplied by the foundation high school enrollment;

(vi) $404.34 multiplied by the assumed in-school special education enrollment; and

(vii) $209.61 multiplied by the foundation vocational enrollment.

"Property percentage", the uniform percentage of each municipality's total equalized property valuation which yields ½ of the statewide total of combined effort yields in any fiscal year.

"Pupil services allotment", the amount allotted within a district's foundation budget for pupil services; provided, however, that the fiscal year 2018 pupil services allotment, based on a sum of the following rate calculations, shall be the base year, adjusted annually by the foundation inflation index:

(i) $44.10 multiplied by the foundation preschool enrollment and the foundation half-day kindergarten enrollment;

(ii) $88.24 multiplied by the foundation full-day kindergarten enrollment;

(iii) $132.35 multiplied by the foundation elementary enrollment and the foundation English learner, full-day enrollment;

(iv) $216.18 multiplied by foundation junior high or middle school enrollment; and

(v) $498.50 multiplied by the foundation high school enrollment and the foundation vocational enrollment.

"Required district contribution", a local district's share of the municipality's required local contribution or, in a regional district or agricultural school, the sum of the member municipalities' required local contributions apportioned to that regional district or agricultural school.

"Required local contribution", the municipality's preliminary contribution minus the product of its excess effort, if any, multiplied by the effort reduction percentage; provided, however, that the “required local contribution” shall be apportioned to each district to which the municipality belongs, in proportion to the municipality's foundation budget at those districts.

“Retired employee”, an employee of a school district who retired while employed by that district and who receives health insurance benefits through that district.

“Retired employee health insurance rate”, the average group insurance commission premium for all retiree plans for the 3 previous fiscal years; provided, however, that the group insurance commission shall annually, not later than June 30, provide the department with data necessary for the determination of such rate or any increase thereof.

"Statewide target local share", the sum of all municipalities' target local contribution, as a percentage of the sum of all municipal foundation budgets, which shall be set at 59 per cent.

"Target aid share", for a local district, 100 per cent minus the municipality's target local share; provided, however, that for a regional district or agricultural school, the “target aid share” shall be 100 per cent minus each member municipality's target local share, multiplied by each municipality's share of the regional district's enrollment, summed for all members of the district.

"Target local contribution", the lesser of a municipality's combined effort yield and its maximum local contribution.

"Target local share", a municipality's target local contribution as a percentage of its municipal foundation budget.

“Tuitioned-out special education allotment”, the product of the tuitioned-out special education rate and the assumed tuitioned-out special education enrollment.

“Tuitioned-out special education rate”, 3 times the statewide foundation budget per-pupil amount.

"Wage adjustment factor'', an adjusted difference between the average annual wage for all jobs in the labor market area in which a municipality is located and the average annual wage in the commonwealth; provided, however, that average annual wage figures shall be published annually by the division of employment and training; provided further, that the wage adjustment factor shall be the sum of 1 plus a fraction, the numerator of which shall be the product of 1/3 and the difference resulting from subtracting the average annual wage in the commonwealth from the average annual wage of the municipality, and the denominator of which shall be the average annual wage in the commonwealth; and provided further, that the average annual wage of the municipality shall be the sum of:

(i) .8 multiplied by the average annual wage for all jobs in the labor market area in which the municipality is located; and

(ii) .2 multiplied by the average annual wage of the municipality; provided, however, the wage adjustment factor in any community shall not be less than 1.

SECTION XX. The third paragraph of section 3 of said chapter 70, as so appearing, is hereby amended by striking out the last sentence and inserting in place thereof the following 2 sentences:- The factors to be inflated by the foundation inflation index shall be the monetary values for the administration allotment, the instructional leadership allotment, the classroom and specialist teachers allotment, the other teaching services allotment, the professional development allotment, the instructional materials, equipment and technology allotment, the guidance and psychological allotment, the pupil services allotment, the operations and maintenance allotment, the English language learner expanded program increment and the low-income student expanded program increment. The rates established in section 2 shall serve as the basis, subject to the foundation inflation index beginning in fiscal year 2019, for the implementation schedule established annually under section 5B1/2 of chapter 29.

SECTION XX. Said chapter 70 is hereby further amended by inserting after section 4 the following section:-

Section 4A. (a) The department, in consultation with the executive office of education, shall a convene data advisory committee to promote the improved use of school-level data to inform effective resource allocation decisions at the local level. The data advisory committee shall include, but not be limited to, a representative from the following organizations: the Massachusetts Association of School Committees, Inc.; the Massachusetts Association of School Superintendents, Inc.; the Massachusetts Association of School Business Officials, Inc.; the Massachusetts Association of Vocational Administrators, Inc.; and the Massachusetts Association of Regional Schools, Inc. The data advisory committee shall assist the department to identify, advise and analyze cost-effective ways to achieve the following goals including, but not limited to:

(i) streamlining financial reporting, eliminating duplicate reporting requirements and improving data quality;

(ii) strengthening the department’s capacity to analyze and report staffing, scheduling and financial data in ways that support strategic resource allocation decisions at the district and school level;

(iii) strengthening district capacity to use data to make strategic resource allocation decisions; and

(iv) establishing a data collection and reporting system that:

(1) tracks funding allocated for English language learner and low-income students to ensure that spending is targeted to the intended populations and to provide a data source for the foundation budget review commission about the accuracy and adequacy of the low-income and English language learner increments; and

(2) allows for access to school-level expenditures and data across all districts to inform the public and policy-makers about effective school-level interventions and investments.

(b) The data advisory committee shall report its progress to the board, the senate and house chairs of the joint committee on education and the chairs of the senate and house committees on ways and means not less than semiannually, by December 1 and June 1, and shall make recommendations as necessary for the department to achieve the goals of this section. The department may, in consultation with the data advisory group, develop or procure the data collection and reporting system under clause (iv) of subsection (a).

SECTION XX. Section 5 of said chapter 70 is hereby repealed.

SECTION XX. Section 6 of said chapter 70, as appearing in the 2014 Official Edition, is hereby amended by striking out, in line 6, the word "minimum".

SECTION XX. Said section 6 of said chapter 70, as so appearing, is hereby further amended by striking out, in line 8, the words "but not including equity aid,".

SECTION XX. Section 7 of said chapter 70 is hereby repealed.

SECTION XX. Section 9 of said chapter 70 is hereby repealed.

SECTION XX. Said chapter 70 is hereby further amended by striking out section 10, as appearing in the 2014 Official Edition, and inserting in place thereof the following section:-

Section 10. Subject to appropriation, the amount of state aid to be paid to each municipality in each fiscal year under this chapter shall be the sum of the base aid, the foundation aid increment, and the minimum aid increment, if any, to which the municipality may be entitled under this chapter.


Budget Amendment ID: FY2018-S3-76

LOC 76

Norfolk Police Carport

Mr. Ross moved that the proposed new text be amended in section 2, in item 1599-0026, by adding at the end thereof the following:- “provided further, that not less than $100,000 shall be expended to the town of Norfolk for the construction of a carport at the Norfolk Police Station;” and in said item, by striking out the figures “$3,350,000” and inserting in place thereof the figures “$3,450,000”


Budget Amendment ID: FY2018-S3-78

LOC 78

Traffic Improvements in Norfolk Intersection

Mr. Ross moved that the proposed new text be amended in section 2, in item 1599-0026, by adding at the end thereof the following:- “provided further, that not less than $250,000 shall be expended to the town of Norfolk for improvements to the intersection of Route 115 and Boardman Street;” and in said item, by striking out the figures “$3,350,000” and inserting in place thereof the figures “$3,600,000”


Budget Amendment ID: FY2018-S3-79

LOC 79

Carver Council on Aging

Mr. Pacheco moved that the proposed new text be amended in section 2, in item 9110-9002, by adding the following words:- “;provided further that not less than $15,000 shall be expended to conduct a feasibility study for the design and construction of a council on aging addition to the existing Carver Town Library.”


Budget Amendment ID: FY2018-S3-80

LOC 80

Wareham Veterans Council Moving Wall

Mr. Pacheco moved that the proposed new text be amended in section 2, in item 7008-0900, by adding the following words:- “provided further that not less than $25,000 shall be expended for the purpose of the Wareham Veterans council to host the Vietnam Veterans ‘Moving Wall’ Memorial in the town of Wareham.”


Budget Amendment ID: FY2018-S3-81

LOC 81

Taunton Education and Training Collaborative

Mr. Pacheco moved that the proposed new text be amended in section 2, in item 7008-0900, by adding the following words:- “; provided further, that not less than $250,000 shall be expended to the education and training collaborative established in section 9 of chapter 419 of the acts of 2008 for the operation of the life sciences, education and training center located at the former Paul A. Dever state school in the city of Taunton.”


Budget Amendment ID: FY2018-S3-82

LOC 82

Hingham Sidewalk Plow

Mr. O'Connor moved that the proposed new text be amended in section 2, in item 1599-0026, by inserting at the end the following:-

"; and provided further that no less than $40,000 shall be expended to the town of Hingham for the purchase of a multi-purpose tractor for sidewalk snow removal"; and in said item by striking out the figures "3,350,000" and inserting in place thereof the figures "3,390,000"


Budget Amendment ID: FY2018-S3-83

LOC 83

Taunton Opioid Task Force Community Follow-up Pilot Program

Mr. Pacheco moved that the proposed new text be amended in section 2, in item 1599-0026, by adding the following words:- “; provided further, that not less than $50,000 shall be expended for the purpose of outreach and education for the Taunton Opioid Task Force Community Follow-up Pilot Program;"


Budget Amendment ID: FY2018-S3-84

LOC 84

Dismas House

Ms. Gobi, Messrs. Eldridge and Moore moved that the proposed new text be amended in section 2, in item 8900-0001, by adding the following:- "and provided further, that not less than $100,000 shall be expended for the Dismas House;" and, by striking out the figures "$615,539,903" and inserting place thereof the following figures "$615,639,903".