CPA MA General Laws
COMMUNITY PRESERVATION ACT
General Laws Chapter 44B (2010 Official Edition)
As amended by St. 2012, c. 139, §§ 69-83
Provided by the Massachusetts Department of Revenue, January 2013
Section 1.
This chapter shall be known and may be cited as the Massachusetts
Community Preservation Act.
Section 2. As used in this chapter, the following words shall, unless the context clearly
indicates a different meaning, have the following meanings:—
“Acquire”, obtain by gift, purchase, devise, grant, rental, rental purchase, lease or
otherwise. “Acquire” shall not include a taking by eminent domain, except as provided in
this chapter.
“Annual income”, a family’s or person’s gross annual income less such reasonable
allowances for dependents, other than a spouse, and for medical expenses as the housing
authority or, in the event that there is no housing authority, the department of housing and
community development, determines.
“Capital improvement”, reconstruction or alteration of real property that: (1) materially
adds to the value of the real property, or appreciably prolongs the useful life of the real
property; (2) becomes part of the real property or is permanently affixed to the real
property so that removal would cause material damage to the property or article itself;
and (3) is intended to become a permanent installation or is intended to remain there for
an indefinite period of time.
“Community housing”, low and moderate income housing for individuals and families,
including low or moderate income senior housing.
“Community preservation”, the acquisition, creation and preservation of open space, the
acquisition, creation and preservation of historic resources and the creation and
preservation of community housing.
“Community preservation committee”, the committee established by the legislative body
of a city or town to make recommendations for community preservation, as provided in
section 5.
“Community Preservation Fund”, the municipal fund established under section 7.
“CP”, community preservation.
“Historic resources”, a building, structure, vessel real property, document or artifact that
is listed on the state register of historic places or has been determined by the local historic
preservation commission to be significant in the history, archeology, architecture or
culture of a city or town.
“Legislative body”, the agency of municipal government which is empowered to enact
ordinances or by-laws, adopt an annual budget and other spending authorizations, loan
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orders, bond authorizations and other financial matters and whether styled as a city
council, board of aldermen, town council, town meeting or by any other title.
“Low income housing”, housing for those persons and families whose annual income is
less than 80 per cent of the areawide median income. The areawide median income shall
be the areawide median income as determined by the United States Department of
Housing and Urban Development.
“Low or moderate income senior housing”, housing for those persons having reached the
age of 60 or over who would qualify for low or moderate income housing.
“Maintenance”, incidental repairs which neither materially add to the value of the
property nor appreciably prolong the property’s life, but keep the property in a condition
of fitness, efficiency or readiness.
“Moderate income housing”, housing for those persons and families whose annual
income is less than 100 per cent of the areawide median income. The areawide median
income shall be the areawide median income as determined by the United States
Department of Housing and Urban Development.
“Open space”, shall include, but not be limited to, land to protect existing and future well
fields, aquifers and recharge areas, watershed land, agricultural land, grasslands, fields,
forest land, fresh and salt water marshes and other wetlands, ocean, river, stream, lake
and pond frontage, beaches, dunes and other coastal lands, lands to protect scenic vistas,
land for wildlife or nature preserve and land for recreational use.
.
“Preservation”, protection of personal or real property from injury, harm or destruction
“Real property”, land, buildings, appurtenant structures and fixtures attached to buildings
or land, including, where applicable, real property interests.
“Real property interest”, a present or future legal or equitable interest in or to real
property, including easements and restrictions, and any beneficial interest therein,
including the interest of a beneficiary in a trust which holds a legal or equitable interest in
real property, but shall not include an interest which is limited to the following: an estate
at will or at sufferance and any estate for years having a term of less than 30 years; the
reversionary right, condition or right of entry for condition broken; the interest of a
mortgagee or other secured party in a mortgage or security agreement.
“Recreational use”, active or passive recreational use including, but not limited to, the use
of land for community gardens, trails, and noncommercial youth and adult sports, and the
use of land as a park, playground or athletic field. “Recreational use” shall not include
horse or dog racing or the use of land for a stadium, gymnasium or similar structure.
“Rehabilitation”, capital improvements, or the making of extraordinary repairs, to historic
resources, open spaces, lands for recreational use and community housing for the purpose
of making such historic resources, open spaces, lands for recreational use and community
housing functional for their intended uses, including, but not limited to, improvements to
comply with the Americans with Disabilities Act and other federal, state or local building
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or access codes; provided, that with respect to historic resources, “rehabilitation” shall
comply with the Standards for Rehabilitation stated in the United States Secretary of the
Interior’s Standards for the Treatment of Historic Properties codified in 36 C.F.R. Part
68; and provided further, that with respect to land for recreational use, “rehabilitation”
shall include the replacement of playground equipment and other capital improvements to
the land or the facilities thereon which make the land or the related facilities more
functional for the intended recreational use.
"Support of Community housing", shall include, but not be limited to, programs that
provide grants, loans, rental assistance, security deposits, interest-rate write downs or
other forms of assistance directly to individuals and families who are eligible for
community housing, or to an entity that owns, operates or manages such housing, for the
purpose of making housing affordable.
Section 3. (a)
Sections 3 to 7, inclusive, shall take effect in any city or town upon the
approval by the legislative body and their acceptance by the voters of a ballot question as
set forth in this section.
(b)
Notwithstanding the provisions of chapter 59 or any other general or special law to
the contrary, the legislative body may vote to accept sections 3 to 7, inclusive, by
approving a surcharge on real property of not more than 3 per cent of the real estate tax
levy against real property, as determined annually by the board of assessors. The amount
of the surcharge shall not be included in a calculation of total taxes assessed for purposes
of section 21C of said chapter 59.
(b½) Notwithstanding chapter 59 or any other general or special law to the contrary, as an
alternative to subsection (b), the legislative body may vote to accept sections 3 to 7,
inclusive, by approving a surcharge on real property of not less than 1 per cent of the real
estate tax levy against real property, and making an additional commitment of funds by
dedicating revenue not greater than 2 per cent of the real estate tax levy against real
property; provided, however, that additional funds so committed shall come from other
sources of municipal revenue, including, but not limited to, hotel excises pursuant to
chapter 64G, linkage fees and inclusionary zoning payments, however authorized, the
sale of municipal property pursuant to section 3 of chapter 40, parking fines and
surcharges pursuant to sections 20, 20A, and 20A½ of chapter 90, existing dedicated
housing, open space and historic preservation funds, however authorized, and gifts
received from private sources for community preservation purposes; and provided further
that additional funds so committed shall not include any federal or state funds. The total
funds committed to purposes authorized under this chapter by means of this subsection
shall not exceed 3 per cent of the real estate tax levy against real property, less
exemptions, adopted. In the event that the municipality shall no longer dedicate all or part
of the additional funds to community preservation, the surcharge of not less than 1 per
cent shall remain in effect, but may be reduced pursuant to section 16.
(c)
All exemptions and abatements of real property authorized by said chapter 59 or any
other law for which a taxpayer qualifies as eligible shall not be affected by this chapter.
A taxpayer receiving an exemption of real property authorized by said chapter 59 or any
other law shall be exempt from any surcharge on real property established under this
section. The surcharge to be paid by a taxpayer receiving an abatement of real property
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authorized by said chapter 59 or any other law shall be reduced in proportion to the
amount of such abatement.
(d)
Any amount of the surcharge not paid by the due date shall bear interest at the rate per
annum provided in section 57 of said chapter 59.
(e)
The legislative body may also vote to accept one or more of the following
exemptions:
(1)
for property owned and occupied as a domicile by a person who would qualify for
low income housing or low or moderate income senior housing in the city or town;
(2) for class three, commercial, and class four, industrial, properties as defined in section
2A of said chapter 59, in cities or towns with classified tax rates;
(3) for $100,000 of the value of each taxable parcel of residential real property; or
(4) for $100,000 of the value of each taxable parcel of class three, commercial property,
and class four, industrial property as defined in section 2A of said chapter 59.
(f)
Upon approval by the legislative body, the actions of the body shall be submitted for
acceptance to the voters of a city or town at the next regular municipal or state election.
The city or town clerk or the state secretary shall place it on the ballot in the form of the
following question:
"Shall this (city or town) accept sections 3 to 7, inclusive of chapter 44B
of the General Laws, as approved by its legislative body, a summary of
which appears below?"
(Set forth here a fair, concise summary and purpose of the law to be acted
upon, as determined by the city solicitor or town counsel, including in said
summary the percentage of the surcharge to be imposed.)
If a majority of the voters voting on said question vote in the affirmative, then its
provisions shall take effect in the city or town, but not otherwise.
(g)
The final date for notifying or filing a petition with the city or town clerk or the state
secretary to place such a question on the ballot shall be 35 days before the city or town
election or 60 days before the state election.
(h)
If the legislative body does not vote to accept sections 3 to 7, inclusive, at least 90
days before a regular city or town election or 120 days before a state election, then a
question seeking said acceptance through approval of a particular surcharge rate with
exemption or exemptions, may be so placed on the ballot when a petition signed by at
least 5 per cent of the registered voters of the city or town requesting such action is filed
with the registrars, who shall have seven days after receipt of such petition to certify its
signatures. Upon certification of the signatures, the city or town clerk or the state
secretary shall cause the question to be placed on the ballot at the next regular city or
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town election held more than 35 days after such certification or at the next regular state
election held more than 60 days after such certification.
i)
With respect to real property owned by a cooperative corporation, as defined in
(
section 4 of chapter 157B, that portion which is occupied by a member under a
proprietary lease as the member’s domicile shall be considered real property owned by
that member for the purposes of exemptions provided under this section. The member’s
portion of the real estate shall be represented by the member’s share or shares of stock in
the cooperative corporation, and the percentage of that portion to the whole shall be
determined by the percentage of the member’s shares to the total outstanding stock of the
corporation, including shares owned by the corporation. This portion of the real property
shall be eligible for any exemption provided in this section if the member meets all
requirements for the exemption. Any exemption so provided shall reduce the taxable
valuation of the real property owned by the cooperative corporation, and the reduction in
taxes realized by this exemption shall be credited by the cooperative corporation against
the amount of the taxes otherwise payable by or chargeable to the member. Nothing in
this subsection shall be construed to affect the tax status of any manufactured home or
mobile home under this chapter, but this subsection shall apply to the land on which the
manufactured home or mobile home is located if all other requirements of this clause are
met. This subsection shall take effect in a city or town upon its acceptance by the city or
town.
Section 4. (a)
Upon acceptance of sections 3 to 7, inclusive, and upon the assessors'
warrant to the tax collector, the accepted surcharge shall be imposed.
(b)
After receipt of the warrant, the tax collector shall collect the surcharge in the amount
and according to the computation specified in the warrant and shall pay the amounts so
collected, quarterly or semi-annually, according to the schedule for collection of property
taxes for the tax on real property, to the city's or town's treasurer. The tax collector shall
cause appropriate books and accounts to be kept with respect to such surcharge, which
shall be subject to public examination upon reasonable request from time to time.
(c)
The remedies provided by chapter 60 for the collection of taxes upon real estate shall
apply to the surcharge on real property pursuant to this chapter.
Section 5. (a)
A city or town that accepts sections 3 to 7, inclusive, shall establish by
ordinance or by-law a community preservation committee. The committee shall consist
of not less than five nor more than nine members. The ordinance or by-law shall
determine the composition of the committee, the length of its term and the method of
selecting its members, whether by election or appointment or by a combination thereof.
The committee shall include, but not be limited to, one member of the conservation
commission established under section 8C of chapter 40 as designated by the commission,
one member of the historical commission established under section 8D of said chapter 40
as designated by the commission, one member of the planning board established under
section 81A of chapter 41 as designated by the board, one member of the board of park
commissioners established under section 2 of chapter 45 as designated by the board and
one member of the housing authority established under section 3 of chapter 121B as
designated by the authority, or persons, as determined by the ordinance or by-law, acting
in the capacity of or performing like duties of the commissions, board or authority if they
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have not been established in the city or town. If there are no persons acting in the
capacity of or performing like duties of any such commission, board or authority, the
ordinance or by-law shall designate those persons.
(
b)(1) The community preservation committee shall study the needs, possibilities and
resources of the city or town regarding community preservation, including the
consideration of regional projects for community preservation. The committee shall
consult with existing municipal boards, including the conservation commission, the
historical commission, the planning board, the board of park commissioners and the
housing authority, or persons acting in those capacities or performing like duties, in
conducting such studies. As part of its study, the committee shall hold one or more
public informational hearings on the needs, possibilities and resources of the city or town
regarding community preservation possibilities and resources, notice of which shall be
posted publicly and published for each of two weeks preceding a hearing in a newspaper
of general circulation in the city or town.
(2) The community preservation committee shall make recommendations to the
legislative body for the acquisition, creation and preservation of open space; for the
acquisition, preservation, rehabilitation and restoration of historic resources; for the
acquisition, creation, preservation, rehabilitation and restoration of land for recreational
use; for the acquisition, creation, preservation and support of community housing; and for
rehabilitation or restoration of open space and community housing that is acquired or
created as provided in this section; provided, however, that funds expended pursuant to
this chapter shall not be used for maintenance. With respect to community housing, the
community preservation committee shall recommend, wherever possible, the reuse of
existing buildings or construction of new buildings on previously developed sites. With
respect to recreational use, the acquisition of artificial turf for athletic fields shall be
prohibited.
(3)
The community preservation committee may include in its recommendation to the
legislative body a recommendation to set aside for later spending funds for specific
purposes that are consistent with community preservation but for which sufficient
revenues are not then available in the Community Preservation Fund to accomplish that
specific purpose or to set aside for later spending funds for general purposes that are
consistent with community preservation.
(c)
The community preservation committee shall not meet or conduct business without
the presence of a quorum. A majority of the members of the community preservation
committee shall constitute a quorum. The community preservation committee shall
approve its actions by majority vote. Recommendations to the legislative body shall
include their anticipated costs.
(
d) After receiving recommendations from the community preservation committee, the
legislative body shall take such action and approve such appropriations from the
Community Preservation Fund as set forth in section 7, and such additional non-
Community Preservation Fund appropriations as it deems appropriate to carry out the
recommendations of the community preservation committee. In the case of a city, the
ordinance shall provide for the mechanisms under which the legislative body may
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approve and veto appropriations made pursuant to this chapter, in accordance with the
city charter.
(e)
For the purposes of community preservation and upon the recommendation of the
community preservation committee, a city or town may take by eminent domain under
chapter 79, the fee or any lesser interest in real property or waters located in such city or
town if such taking has first been approved by a two-thirds vote of the legislative body.
Upon a like recommendation and vote, a city or town may expend monies in the
Community Preservation Fund, if any, for the purpose of paying, in whole or in part, any
damages for which a city or town may be liable by reason of a taking for the purposes of
community preservation.
(f)
Section 16 of chapter 30B shall not apply to the acquisition by a city or town, of real
property or an interest therein, as authorized by this chapter for the purposes of
community preservation and upon recommendation of the community preservation
committee and, notwithstanding section 14 of chapter 40, for purposes of this chapter, no
such real property, or interest therein, shall be acquired by any city or town for a price
exceeding the value of the property as determined by such city or town through
procedures customarily accepted by the appraising profession as valid.
A city or town may appropriate money in any year from the Community Preservation
Fund to an affordable housing trust fund.
Section 6. In each fiscal year and upon the recommendation of the community
preservation committee, the legislative body shall spend, or set aside for later spending,
not less than 10 per cent of the annual revenues in the Community Preservation Fund for
open space, not less than 10 per cent of the annual revenues for historic resources and not
less than 10 per cent of the annual revenues for community housing. In each fiscal year,
the legislative body shall make appropriations from the Community Preservation Fund as
it deems necessary for the administrative and operating expenses of the community
preservation committee and such appropriations shall not exceed 5 per cent of the annual
revenues in the Community Preservation Fund. The legislative body may also make
appropriations from the Community Preservation Fund as it deems necessary for costs
associated with tax billing software and outside vendors necessary to integrate such
software for the first year that a city or town implements this chapter; provided, however,
that the total of any administrative and operating expenses of the community preservation
committee and the first year implementation expenses do not exceed 5 per cent of the
annual revenues in the Community Preservation Fund.
Funds that are set aside shall be held in the Community Preservation Fund and spent in
that year or later years; provided, however, that funds set aside for a specific purpose
shall be spent only for the specific purpose. Any funds set aside may be expended in any
city or town. The community preservation funds shall not replace existing operating
funds, only augment them.
Section 7.
Notwithstanding the provisions of section 53 of chapter 44 or any other
general or special law to the contrary, a city or town that accepts sections 3 to 7,
inclusive, shall establish a separate account to be known as the Community Preservation
Fund of which the municipal treasurer shall be the custodian. The authority to approve
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expenditures from the fund shall be limited to, the legislative body and the municipal
treasurer shall pay such expenses in accordance with chapter 41.
The following monies shall be deposited in the fund: (i) all funds collected from the real
property surcharge or bond proceeds in anticipation of revenue pursuant to sections 4 and
11; (ii) additional funds appropriated or dedicated from allowable municipal sources
pursuant to subsection (b½) of section 3, if applicable; (iii) all funds received from the
commonwealth or any other source for such purposes; and (iv) proceeds from the
disposal of real property acquired with funds from the Community Preservation Fund.
The treasurer may deposit or invest the proceeds of the fund in savings banks trust
companies incorporated under the laws of the commonwealth, banking companies
incorporated under the laws of the commonwealth which are members of the Federal
Deposit Insurance Corporation or national banks, or may invest the proceeds in paid up
shares and accounts of and in co-operative banks or in shares of savings and loan
associations or in shares of federal savings and loan associations doing business in the
commonwealth or in the manner authorized by section 54 of chapter 44, and any income
therefrom shall be credited to the fund. The expenditure of revenues from the fund shall
be limited to implementing the recommendations of the community preservation
committee and providing administrative and operating expenses to the committee.
Section 8. (a)
Except as otherwise provided, the fees of the registers of deeds to be paid
when a document or instrument is recorded shall be subject to a surcharge of $20;
provided, however, that if the document or instrument to be filed includes multiple
references to a document or instrument intending or attempting to assign, discharge,
release, partially release, subordinate or notice any other document or instrument, each
reference shall be separately indexed and separately assessed an additional $20 surcharge.
The fee for recording a municipal lien certificate shall be subject to a surcharge of $10;
provided, however, that if the certificate includes multiple references to a document or
instrument intending or attempting to assign, discharge, release, partially release,
subordinate or notice any other document or instrument, each reference shall be
separately indexed and separately assessed an additional $10 surcharge. The surcharges
imposed shall be used for community preservation purposes. No surcharge shall apply to
a declaration of homestead under chapter 188. No surcharge shall apply to the fees
charged for additional pages, photostatic copies, abstract cards or additional square feet
for the recording of plans.
(b)
The fees of the assistant recorder, except as otherwise provided, to be paid when the
instrument is left for registering, filing or entering with respect to registered land shall be
subject to a surcharge of $20. The fees for so registering, filing or entering a municipal
lien certificate shall be subject to a surcharge of $10. The surcharges shall be imposed for
the purposes of community preservation. No surcharge shall apply to a declaration of
homestead of chapter 188. No surcharge shall apply to the fees charged for additional lots
shown on plans, for indexing instruments recorded while a petition for registering is
pending, for additional certificates of sewer assessments, for old age assistance liens, for
duplicates and for photocopies.
(c)
All surcharges on fees collected pursuant to this section shall be forwarded to the
Massachusetts Community Preservation Trust Fund, established in section 9.
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Section 9. (a)
There shall be established and set up on the books of the commonwealth a
separate fund, to be known as the Massachusetts Community Preservation Trust Fund, for
the benefit of cities and towns that have accepted sections 3 to 7, inclusive, and pursuant
to said sections 3 to 7, inclusive, have imposed a surcharge on their real property tax
levy, subject to any exemptions adopted by a municipality. The fund shall consist of all
revenues received by the commonwealth: (1) under the provisions of section 8; (2) from
public and private sources as gifts, grants and donations to further community
preservation programs; (3) from damages, penalties, costs or interest received on account
of litigation or settlement thereof for a violation of section 15;or (4) all other monies
credited to or transferred to from any other fund or source pursuant to law.
(b)
The state treasurer shall deposit the fund in accordance with the provisions of section
10 in such manner as will secure the highest interest rate available consistent with the
safety of the fund and with the requirement that all amounts on deposit be available for
withdrawal without penalty for such withdrawal at any time. All interest accrued and
earnings shall be deposited into the fund. The fund shall be expended solely for the
administration and implementation of this chapter. Any unexpended balances shall be
redeposited for future use consistent with the provisions of this chapter.
(c)
The state treasurer shall make all disbursements and expenditures from the fund
without, further appropriation, as directed by the commissioner of revenue in accordance
with said section 10. The department of revenue shall report by source all amounts
credited to said fund and all expenditures from said fund. The commissioner of revenue
shall assign personnel of the department as it may need to administer and manage the
fund disbursements and any expense incurred by the department shall be deemed an
operating and administrative expense of the program. The operating and administrative
expenses shall not exceed 5 per cent of the annual total revenue received under the
provisions of said section 10.
Section 10. (a) The commissioner of revenue shall annually on or before November 15
disburse monies from the fund established in section 9 to a city or town that has accepted
sections 3 to 7, inclusive, and notified the commissioner of its acceptance. The
community shall notify the commissioner of the date and terms on which the voters
accepted said sections 3 to 7, inclusive.The municipal tax collecting authority shall
certify to the commissioner the amount the city or town has raised through June 30 by
imposing a surcharge on its real property levy and shall certify the percentage of the
surcharge applied. In the event a city or town accepts said sections 3 to 7, inclusive,
pursuant to subsection (b½ ) of section 3 the municipal tax collecting authority shall
certify to the commissioner by October 30, the maximum additional funds the city or
town intends to transfer to the Community Preservation Fund from allowable municipal
sources for the following fiscal year. Once certified, the city or town may choose to
transfer less than the certified amount during the following fiscal year.
(b) The commissioner shall multiply the amount remaining in the fund after any
disbursements for operating and administrative expenses pursuant to subsection (c) of
section 9 by 80 percent. This amount distributed in the first round distribution shall be
known as the match distribution. The first round total shall be distributed to each city or
town accepting said sections 3 to 7, inclusive, in an amount not less than 5 per cent but
not greater than 100 per cent of the total amount raised by the additional surcharge on
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real property by each city or town and if applicable, the additional funds committed from
allowable municipal sources pursuant to subsection (b½) of section 3. The percentage
shall be the same for each city and town and shall be determined by the commissioner
annually in a manner that distributes the maximum amount available to each participating
city or town.
(c)
The commissioner shall further divide the remaining 20 per cent of the fund in a
second round distribution, known as the equity distribution. The commissioner shall
determine the equity distribution in several steps. The first step shall be to divide the
remaining 20 per cent of the fund by the number of cities and towns that have accepted
said sections 3 to 7, inclusive. This dividend shall be known as the base figure for equity
distribution. This base figure shall be determined solely for purposes of performing the
calculation for equity distribution and shall not be added to the amount received by a
participant.
(d) Each city and town in the commonwealth shall be assigned a community preservation
rank for purposes of the equity distribution. The commissioner shall determine each
community's rank by first determining the city or town’s equalized property valuation per
capita ranking, ranking cities and towns from highest to lowest valuation. The
commissioner shall also determine the population of each city or town and rank each
from largest to smallest in population. The commissioner shall add each equalized
property valuation rank and population rank, and divide the sum by 2. The dividend is
the community preservation raw score for that city or town.
(e) The commissioner shall then order each city or town by community preservation raw
score, from the lowest raw score to the highest raw score. This order shall be the
community preservation rank for each city or town. If more than 1 city or town has the
same community preservation raw score, the city or town with the higher equalized
valuation rank shall receive the higher community preservation rank.
(f) After determining the community preservation rank for each city and town, the
commissioner shall divide all cities or towns into deciles according to their community
preservation ranking, with approximately the same number of cities and towns in each
decile, and the cities or towns with the highest community preservation rank shall be
placed in the lowest decile category, starting with decile 10. Percentages shall be
assigned to each decile as follows:
decile 1 140 per cent of the base figure.
decile 2 130 per cent of the base figure.
decile 3 120 per cent of the base figure.
decile 4 110 per cent of the base figure.
decile 5 100 per cent of the base figure.
decile 6 90 per cent of the base figure.
decile 7 80 per cent of the base figure.
decile 8 70 per cent of the base figure.
decile 9 60 per cent of the base figure.
decile 10 50 per cent of the base figure.
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After assigning each city and town to a decile according to their community preservation
rank, the commissioner shall multiply the percentage assigned to that decile by the base
figure to determine the second round equity distribution for each participant.
(g) Notwithstanding any other provision of this section, the total state contribution for
each city and town shall not exceed the actual amount raised by the city or town’s
surcharge on its real property levy and, if applicable, additional funds committed from
allowable municipal sources pursuant to subsection (b½) of section 3.
(h) When there are monies remaining in the Massachusetts Community Preservation
Trust Fund after the first and second round distributions and any necessary administrative
expenses have been paid in accordance with section 9 the commissioner may conduct a
third round surplus distribution. Any remaining surplus in the fund may be distributed by
dividing the amount of the surplus by the number of cities and towns that have accepted
sections 3 to 7, inclusive.The resulting dividend shall be the surplus base figure. The
commissioner shall then use the decile categories and percentages as defined in this
section to determine a surplus equity distribution for each participant.
(i) The commissioner shall determine each participant's total state grant by adding the
amount received in the first round distribution with the amounts received in any later
round of distributions, with the exception of a city or town that has already received a
grant equal to 100 per cent of the amount the community raised by its surcharge on its
real property levy.
(1) Only those cities and towns that adopt the maximum surcharge pursuant to subsection
(b) of section 3 and those cities and towns that adopt the maximum surcharge and
additional funds committed from allowable municipal sources such that the total funds
are the equivalent of 3 percent of the real estate tax levy against real property pursuant to
subsection (b½) of said section 3 shall be eligible to receive additional state monies
through the equity and surplus distributions.
(
2) If less than 10 per cent of the cities and towns have accepted sections 3 to 7, inclusive,
and imposed and collected a surcharge on their real property levy, the commissioner may
calculate the state grant with only 1 round of distributions, or in any other equitable
manner.
(j) After distributing the Massachusetts Community Preservation Trust Fund in
accordance with this section, the commissioner shall keep any remaining funds in the
trust for distribution in the following year.
Section 11
. A city or town that accepts sections 3 to 7, inclusive, may issue, from time to
time, general obligation bonds or notes in anticipation of revenues to be raised pursuant
to section 3, the proceeds of which shall be deposited in the Community Preservation
Fund. Bonds or notes so issued may be at such rates of interest as shall be necessary and
shall be repaid as soon after such revenues are collected as is expedient. Cities or towns
that choose to issue bonds pursuant to this section shall make every effort to limit the
administrative costs of issuing such bonds by cooperating among each other using
methods including, but not limited to, common issuance of bonds or common retention of
bond counsel. Except as otherwise provided in this chapter, bonds or notes issued
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pursuant to this section shall be subject to the applicable provisions of chapter 44. The
maturities of each issue of bonds or notes issued under this chapter may be arranged so
that for each issue the amounts payable in the several years for principal and interest
combined shall be as nearly equal as practicable in the opinion of the officers authorized
to issue bonds or notes or, in the alternative, in accordance with a schedule providing for
a more rapid amortization of principal.
Section 12. (a) A real property interest that is acquired with monies from the Community
Preservation Fund shall be bound by a permanent restriction, recorded as a separate
instrument, that meets the requirements of sections 31 to 33, inclusive, of chapter 184
limiting the use of the interest to the purpose for which it was acquired. The permanent
restriction shall run with the land and shall be enforceable by the city or town or the
commonwealth. The permanent restriction may also run to the benefit of a nonprofit
organization, charitable corporation or foundation selected by the city or town with the
right to enforce the restriction. The legislative body may appropriate monies from the
Community Preservation Fund to pay a non-profit organization created pursuant to
chapter 180 to hold, monitor and enforce the deed restriction on the property.
(b)
Real property interests acquired under this chapter shall be owned and managed by
the city or town, but the legislative body may delegate management of such property to
the conservation commission, the historical commission, the board of park
commissioners or the housing authority, or, in the case of interests to acquire sites for
future wellhead development by a water district, a water supply district or a fire district.
The legislative body may also delegate management of such property to a nonprofit
organization created under chapter 180 or chapter 203.
Section 13.
The community preservation committee shall keep a full and accurate
account of all of its actions, including its recommendations and the action taken on them
and records of all appropriations or expenditures made from the Community Preservation
Fund. The committee shall also keep records of any real property interests acquired,
disposed of or improved by the city or town upon its recommendation, including the
names and addresses of the grantor's or grantees and the nature of the consideration. The
records and accounts shall be public records.
Section 14.
Notwithstanding the provisions of any general or special law to the contrary,
every city and town may accept sections 3 to 7, inclusive, and may thereupon receive
state grants under section 10. A city or town that accepts said sections 3 to 7, inclusive,
shall not be precluded from participating in state grant programs.
State grant programs may include local adoption of this chapter among the criteria for
selection of grant recipients. Funds in the Community Preservation Fund may be made
available and used by the city or town as the local share for state or federal grants upon
recommendation of the community preservation committee and the legislative body, as
provided for in section 5, if such grants and such local share are used in a manner
consistent with the recommendations of the community preservation committee.
Section 15. (a)
A person who, without permission, knowingly carries away or steals,
mutilates, destroys, damages, causes to be damaged or cuts any tree, shrub, grass or any
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other portion of real property purchased by a city or town with funds derived from this
chapter shall be liable to the city or town in tort for such actions.
(b)
Damages, including punitive damages for willful or wanton violation of this chapter
or any rule or regulation issued or adopted hereunder, may be recovered in a civil action
brought by the city or town or, upon request of the city or town, by the attorney general.
The city or town or, upon request of the city or town, the attorney general, may bring an
action for injunctive relief against any person violating this chapter or any rule or
regulation issued hereunder. The superior court shall have jurisdiction to enjoin
violations, to award damages and to grant such further relief as it may deem appropriate.
(c)
Any damages, penalties, costs or interest thereon recovered pursuant to this section
shall be deposited into the Community Preservation Fund of the city or town in which the
violation occurred.
Section 16. (a) At any time after imposition of the surcharge, the legislative body may
approve and the voters may accept an amendment to the amount and computation of the
surcharge, or to the amount of exemption or exemptions, in the same manner and within
the limitations set forth in this chapter, including reducing the surcharge to 1 per cent and
committing additional municipal funds pursuant to subsection (b½) of section 3.
(b)
At any time after the expiration of five years after the date on which sections 3 to 7,
inclusive, have been accepted in a city or town, said sections may be revoked in the same
manner as they were accepted by such city or town, but the surcharge imposed under
section 3 shall remain in effect in any such city or town, with respect to unpaid taxes on
past transactions and with respect to taxes due on future transactions, until all contractual
obligations incurred by the city or town prior to such termination shall have been fully
discharged.
Section 17.
The commissioner of revenue shall have the authority to promulgate rules
and regulations to effect the purposes of this chapter.
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