WHITMAN – A report from the audit firm The Abrahams Group out of Framingham, hired to review the books at the Whitman-Hanson Regional School District seemed to leave some questions unanswered as consultant David King presented its findings to the Select Board on Tuesday, Feb. 4.
Select Boards in both towns requested the “agreed upon procedures report” on the school district. There seemed to be challenges involved from the start.
“We originally planned to do a brand-new data reporting system that the state was piloting, [but] they never piloted it until after we were done, so we used the old-fashioned methods,” King said.
He presented a series of comparison charts to rank Whitman-Hanson among four other regional districts in the area.
“We’ve been looking at these numbers for a while, and it’s nice to share them and to have conversations about them, but, honestly, I was hoping that the audit would dig in deeper and provide some analysis as to why,” Board member Shawn Kain said. “There’s some obvious questions about transportation or about some of the operational practices, and you can see where they rank among the other towns, [but] without an understanding as to why, it just feels lacking to me.”
Kain noted that, on the hard copies provided to the board, The Abrhams Group had written: “We are not engaged to, and will not perform an examination, the objective of which would be to express an opinion.”
“But, I think, in many ways, what we need is an opinion,” he said. “We need people to share opinions almost as a consultant would.”
Kain said an example would be, if a district got high marks, a list of practices they are engaged in to obtain that result, are the kind of opinions that can help the district become more efficient.
King said that was why The Abrahams Group included that statement in the introduction.
“We weren’t hired to do an analysis,” he said. “Transportation [for example] would be an entirely different study.”
The Abrams Group has done audits for the Department of Elementary and Secondary Education (DESE) and school districts throughout Massachusetts and across the country on services; school-based performance and operations management; regionalization rules and budgeting and accounting for 29 years, according to the firm website [theabrahamsgroup.com].
“We started off with four school districts that had been suggested for comparison – Bridgewater-Raynham, Dudley-Charlton, Freetown-Lakeville and Hamden-Wilbraham,” King said. “In working with the [W-H] school district early on, they suggested we also add Dennis-Yarmouth, Dighton-Rehoboth and Dover-Sherborn.”
As the firm began reviewing data from those districts, however, the audit firm decided that Dennis-Yarmouth and Dover-Sherborn were not comparable to the other four districts, but Dighton-Rehoboth was, so it was added into the study, according to King.
“We’re going to look at a bunch of statistics,” he said in opening his PowerPoint presentation. “We’re going to go through them quickly because there’s a lot of them.”
Looking at enrollments, Bridgewater-Raynham is the biggest of the districts studied at 5,392 students, with W-H coming in second with 3,403 and and Dighton-Rehoboth is the smallest at 2,569 students.
W-H was second-highest in the number of economically disadvantage students, at 30 percent of all students in the district, to Dudley-Charlton’s 34 percent. The state average is 42 percent of any given student population, King reported.
“All of the districts [reviewed] are below that,” King said of the state average. All of the studied districts are in single-digits regarding the percentage of English Language Learners with W-H in second place at 2 percent, behind both Bridgewater-Raynham and Dudley-Charlton at 3 percent each. The state average is 13 percent.
Select Board member Justin Evans asked what year the ELL data was from.
“I know it has been a rapidly increasing population at W-H,” he said. King said student data was from 2023 and the financial data was from 2022.
W-H’s per-pupil assessment is second from the bottom in the group studied – it’s $34,340,078 operating assessment in 2022 at $9,859 per pupil. Capital assessments that didn’t apply to per-pupil costs were filtered out, King said.
W-H falls in the middle of the study group at $16,339 per pupil. Data was from state financial reports filed by the districts.
Per-pupil costs for administration and instructional leaders put W-H in the middle of the study group at $1,227. All were between $1,041 (Dudley-Charlton) and $1,447 (Freetown-Lakeville). W-H is second from the top in per-pupil costs for teachers at $6,625, with Dighton-Rehoboth in the top spot at 46,828.
“For other teaching expenses, W-H is at the bottom,” King said noting the category covers primarily teacher aides and paraprofessionals. In Technology spending, W-H’s per-pupil costs are back near the middle of the pack at $375, with Dighton-Rehoboth at $444 and Dudley-Charlton at $265.
W-H was in last place in regard to per-pupil expenditures for food services with $365, with Dudley-Charlton at the top with $575.
“This is point where per-pupil costs don’t mean a lot because of recent [state policy] with school lunches where al the lunches are free,” King said. “I wouldn’t rely too much on this figure, but it’s one of the things we looked at.”
In Trasportation, W-H is at the bottom, as well, spending $895 per pupil, with Freetown-Lakeville at the top with a $1,213 expenditure.
“These are all regional school districts who get regional aid,” he said. “Usually, every district has a different story about how they provide transportation and what their issues are.”
Evans asked if the transportation data represented the total transportation expenditure, or what the towns contribute to it. King said the data reflected the total expenditure.
“It’s nice to see where we rank, but, are there systems and practices in place that allow one town to be more efficient than others?,” Kain asked. “That would be helpful information for us as we’re thinking about [budgeting practices]. That’s some of the things I’d like to see surfaced out of an audit.”
To simply see where W-H ranks without an analysis moved Kain to say, “I don’t know what we can do with that information. I’m not saying that’s on you. It may be the way we put together the audit.”
W-H falls in the middle of the pack where operations and maintenance expenses re ranked, and is “back near the top” in per-pupil expenditures for benedits.
“A little bit of analysis – the two most expensive categories, when you break it down, is teachers and benefits,” King said. “To me, that’s where you want to spend your money – on benefits in order to get employees – and the same on teacher salaries.”
Evans noted that the teacher salaries and benefits was simply and averaging of “just total teachers’ salaries by the number of teachers.
“This doesn’t necessarily dig into whether we just have older teachers, so they’re at higher [salary] steps,” he asked.
“If you’re going to do an analysis of teacher salaries, you’d look at ages of teachers, number of years of experience,” King said. “You’d also look at benefits.”
“For us as well,” Kain said. “We’ve ben through a number of difficult budgets, having [fewer] younger teachers does kind of skew that number up.”
“I think we see that later in the report.” King said.
He also noted that W-H spends less on administration and leaders than all but two districts, spend more per-pupil on teachers than all but one districts and spend less, per-pupil than all districts,
The district also spends more than is required by their net school spending requirement by 15 percent. The state average is 29 percent, King said.
On Chapter 70, aid went up by $261,516 in 2022 as did the required net spending and the district’s required contributions went up, “but you were over the requirement anyways,” King said. “So, it didn’t affect you, but the district did get $261,000 more.”
The district was also asked to provide budget items funded by one-time sources – transitioning from a paid full-day kindergarten to a free all-day K in 2023, taking $476,627 from the revolving fund; ESSER funds were used to add positions – five teachers and 11 paraprofessionals.
“When the ESSER funds were expended, they went into the budget as additional staff funded by the budget,” King said.
In ESSER 1, was not spent on salaries, but “pretty much on expenses,” King said, adding that the district did not provide details on what the expenses were. ESSER II went mostly to salaries, a contribution to the Mass Teachers’ Retirement System that went along with those new teachers and more expenses and ESSER III again paid for teachers and paraprofessionals, stipends for attending grant-funded workshops, MTRS and other expenses.
“This is where they added the five teachers and 11 paraprofessionals,” King said.
A detailed appendix to the report, which King said was not conducive for use in a PowerPoint presentation, but he said, “it details five years of revenues and expenditures showing an excess and deficiency use over the five years,” King said. “We looked at those numbers. We didn’t see anything abnormal in them.”
The firm was also asked to look at Capital articles.
“The two parties need to get together and reconcile it, so the two reconciliations agree,” he said.
Hanson FD grant is returned
HANSON – While the town budget is at a $ 2.6 million deficit as the budget season begins, according to Town Accountant Eric Kinsherf, the town did receive some good financial news this week on the grant front.
One of those announcements came after 36 hours of concentrated bipartisan legislative pushback from state Sen. Mike Brady, D-Brockton and state Rep. Ken Sweezey, R-Pembroke, when a $19,000 grant the Hanson Fire Department has been counting on to fund firefighting equipment. was rescinded because Hanson is not MBTA Communities compliant as of Dec. 31.
Another $9,000 grant funding safety programs for children and seniors is still in jeopardy, O’Brien said Wednesday morning.
“A letter that awarded them, a paragraph that should have had a happy tone, had a whole paragraph about the future of additional grant money, and said very explicitly ALL future grant money awards will take compliance into consideration,” Sweezey said.
The grant had been awarded last November.
“Thank you very much for the support,” Fire Chief Robert O’Brien Jr., said, adding that Sweezey had started making phone calls before he could get started working the phones. … It meant a lot to us.”
Fire Chief Robert O’Brien Jr., also addressed the situation, thanking Sweezey and Brady’s legislative aide, and noted that, as well as Hanson officials, they were getting talks or phone calls or texts to the point where they cloud see that the grant would be restored.
“I want to thank you and Sen. Brady for your very timely support on our little ‘fire drill’ last week,” Select Board Chair Laura FitzGerald-Kemmett punned during the Tuesday, Jan. 28 meeting. “I called [them] and, after a ‘therapeutic session’ with both of them, in which I expressed my very strong views [they went to work to restore the funding]. That was one of the lowest things I’ve seen in many, many years.”
Within four hours, FitzGerald-Kemmett had received a follow-up call to the effect that the state had “changed their mind.”
“I want to thank you for your ‘right out of the gate’ partnership,” she said as Sweezey attended the Select Board’s meeting to provide a legislative update. “I didn’t expect anything different, having served with you on the Economic Development Committee, but I did want to thank you.”
Sweezey said he’s had a very busy but productive 28 days in office since being sworn in on Jan. 1.
He’s also filed 26 of the 7,000 bills filed by the Jan. 16 legislation filing deadline this year.
Sweezey noted that the Supreme Judicial Court had ruled on Jan 8 that the state’s attorney general can enforce the MBTA Communities law, which they ruled is constitutional, but they did not rule on the law’s guidelines. There are 23 separate bills filed on MBTA zoning by 11 different representatives of both parties.
“I do very much believe this is going to get worse, to be honest with everybody,” Sweezey said.
The following week, the governor’s office and the Executive Office of Housing and Livable Communities issued emergency regulations with new deadlines. As of now, Sweezey said, every community is back into “interim compliance,” which is why Hanson was awarded the fire safety equipment grant.
On Feb. 13, all towns must file an action plan, whether they plan on being compliant or not. Hanson had done a couple of years ago before the timeline had been changed because of the court challenge, before beginning the process of bringing it back to Town Meeting by July 14.
FitzGerald-Kemmett said the action plan would be further discussed and voted on at the Select Board’s Feb. 11 meeting.
“At that point, if no zone is created, then that town – if they filed an action plan – would then be out of compliance,” Sweezey said.
FitzGerald-Kemmett said Sweezey liked the letter received by Hanson Fire, also came short of saying ‘You won’t get it,” she said. “But you won’t get it.”
She noted that, as the law is structured now, educational grants, first responder grants, could be on the table.
“There’s no guardrails there,” she said.
“The townspeople overwhelmingly, gave us decision,” said Vice Chair Ann Rein. “They don’t want to be in compliance. Starting that process up, makes it look like we are going against the townspeople’s desires, and trying to bring Hanson into compliance. I have to say, I do not want to be compliant.
“I don’t want Hanson to change the way they want it to change, the way they want Hanson to change,” she said.
The Hanson Public Library has also been awarded a sizeable grant – $100,000 to be funded immediately – by the Massachusetts Board of Library Commissioners at it’s January Board meeting.
The MPLCP awards grants in two phases: Planning and Design Phase and Construction Phase. All the projects will move through the planning and design phase at the same time, regardless of status. At the culmination of this phase in late 2025 or early 2026, all projects will undergo an independent review of the MPLCP Level of Design. The immediately funded projects that pass the review will be recommended for a construction phase grant immediately.
Override questions linger
WHITMAN – The Select Board and Finance Committee agree that it will likely take an override to resolve the town’s deficit situation. The question remains how big and whether it would be a one-year or a multi-year one?
Some important numbers, which would allow a projection, are not in yet, which is one reason another joint meeting is planned for Tuesday, Feb, 25, after the School District budget is released on Wednesday, Feb. 12.
“It might make sense to have more joint meetings than we’re accustomed to, said Select Board Chair Dr. Carl Kowalski during the Tuesday, Jan. 21 joint meeting. FinCom Chair Kathleen Ottina attended remotely be phone and Finance members Mike Flanagan, Jason Hunter, Vice Chair Mike Warner, Rick Anders and Al Cafferty also attended. Select Board member Laura Howe was absent.
W-H Superintendent of Schools Jeff Szymaniak also attended the meeting.
Select Boad member Shawn Kain opened the meeting with a brief review of the latest revenue and expenditure projections before the two boards got down to discussing the financial outlook for fiscal 2027.
“The preliminary budget numbers indicate that an override is necessary [his emphasis] to maintain level services,” Kain said, announcing that current revenue projections and expense outlook put the town at a deficit of about $1.7 million, inviting a discussion “on the size and scope” of an override this year.
That figure already factors the 2.5 percent increase for town department and adding a progression of 1 percent and so on, dividing the calculations to 1-percent increases, without interrupting that negotiation.
But what kind of override? That was his question regarding the size and duration of such a move.
Flanagan said Kain’s last budget review on Jan. 7 “opened my eyes a little bit,” and he found some sense in Select Board member Justin Evans’ proposal of a possible multi-year override, “to spread it out a little bit.”
Winter also favored a multi-year override.
“I would be concerned each of the following years … that we have to go back each year to hope that [voters] would go for another one,” he said. “We’re hearing it from the departments. We have some pretty major capital outlays that need to be made.”
All union locals for both the schools and town are due for contract negotiations this year, Evans and Szymaniak also noted.
Looking at a deficit that big, Ottina asked if a grant from the state secured by Town Administrator Mary Beth Carter that allows her to project the impact of different union contract raises on the budget
Carter confirmed that information.
While not wanting anyone to tip their hand in a contract negotiation, Ottina wondered what the pact of a 1-percent rise, “just or the sake of having a piece of information out there.”
“On a multi-year override, I don’t think we explained exactly how that works too well,” Evans said. “So, my thought was, if we have reasonable expense projections out, say, three years, is override to the level that you would need to be at in those three years, and not tax to the levy in the first two years.”
By intentionally leaving excess levy, which [the town] had not been doing for the past three years, so that we’re no hitting the taxpayers at the maximum level,” he said. “It would be one override vote, but it would step up, almost like it was a couple of overrides.”
It would increase by 2.5 percent plus new growth during the interim years, but it’s all projection right now.
“For me, I’m thinking that we should have the smallest possible override that we could ask the people to consider, knowing that we’re sacrificing, we’re demonstrating our sacrifice, and asking them to sacrifice in a way that’s a complement to our own, so we can just get by with level services, but that is a different message” he said.
While going back before the voters each year is a harder route, Kain said it would be the better route.
Andrews said he agreed, noting that a year-to year override is a better option because, it gives the town options.
Where the budget stands
“If we look at what we had in revenue last year, and what we have in revenue this year … we’re looking at a little over $800,000 in new revenue,” Kain said. “We’re pretty sparse, is the message that was sent out to the department heads.”
Among the bigger expenses officials are keeping an eye on is an 11.32 percent (or $323,260) increase in Plymouth County Retirement. “It’s a huge number for us,” Kain said. Medical and health insurance is estimated to increase by 7 percent.
“We’re not exactly sure where that’s going land, so that’s just a place-holder,” he said.
WHRSD, about a $20 million assessment line for Whitman, and $200,000 for every 1 percent it increases. Kain therefore put an estimated increase of 5 percent sits at close to $1 million.
“It is also important to note that we had discussed as a board earlier that a creative way to get them some revenue that’s not currently used in the operating budget, is the funding that we used to fund our OPEB liability,” he said. “That doesn’t mean that we’re not going to fund our OPEB liability, it’s just that it would go in the queue at Town Meeting and we’d ask for the Town Meeting’s support to pay for it with free cash.”
Resident John Galvin asked why free cash has not yet been certified by the state.
“We can’t talk about it unless we get it certified,” he said.
Carter said she had the town accountant’s office to check on the free cash certification status on Tuesday. The tax rate had been set in mid-December and took priority as well as a lot of year-end documents to be reconciled by the treasurer-collector’s office.
“I was told today that, where we have a new accountant in place full-time, the DOR is putting us at the top of the list and were working on it this afternoon,” Carter said, adding that it was hoped that task would be done that afternoon and could be available as soon as Wednesday, Jan. 22.
The budgeting situation means that the district is “missing critical components” in the district budget.
“They don’t have an educationally sound budget at W-H Regional School district, so they need more funding,” he said. “But they’re getting less money from the state because [of] this hold-harmless situation, so they’re in a bind.”
Instituted in 2021 to help with funding gaps as pandemic-related enrollment losses, hold-harmless provides funding stability for districts experiencing declining enrollments. It can take several forms, such as limiting changes in state aid from year to year, providing supplemental funding for districts with declining enrollment, or using past enrollments in grant calculations, but some argue it may unintentionally disadvantage districts that were seeing steady enrollment or increases before the pandemic.
“We know they’re in a difficult situation with their current budget,” Kain said, noting that Szymaniak has reported to the School Committee on the specifics of the problem. “That’s definitely going to hurt when it comes to hold-harmless, which means we’re not looking to get more money from the state.”
South Shore Tech’s Whitman enrollment is down a bit, as well, Kain has included a level-funded number as a place-holder, but SST Superintendent/Director Dr. Thomas J. Hickey said that number would be reduced some to reflect that decline.
Kain noted that Whitman Fire Department’s budget is down by 2.36 percent, due mainly to recent retirements.
“We used free cash last year [$509,212], so that puts us behind the eight-ball a little bit this year,” he said.
Resident Robert Kimball of Auburnville Way said his calculations put SST at a 10-percent decrease in Whitman students for an $80,000 decrease in that budget.
Galvin noted that SST’s budget is a zero-based plan calculated on a three-year rolling average of the enrollment for each community.
“Even though [Whitman] is down 18, that average isn’t going to come down that much, it will, but not that much,” he said.
Kimball also pointed to a new cannabis retailer expected to open by mid-year, and expressed the expectation that it might help reduce the hit on taxpayers. He also questioned how WHRSD enrollment numbers could be continuing to decline when “we seem to have more and more people moving into the community.”
Szymaniak said the high school is down by 109 this year, and indicating the same trend has been true for lower grades – although there is anecdotal evidence of some classes bouncing back a bit. But the high school number “isn’t surprising” because some students opt for SST or carter and parochial schools.
“It looks like grades one and two are continuing to build back up to areas that might be sustainable, but those [families] aren’t having four or five kids anymore, they’re having one or two.”
“I’m very pleased that we’re having this discussion in January,” Ottina said. “The information has to be gotten out to the public.”
Noting that Hanson is using ARPA funding to help them illustrate the override need to its residents through the use of Guilfoil Public Relations, a firm already used by Whitman Police and Fire, as well as the schools to inform residents a how an override could hep the town’s fiscal outlook,
“Supporting an override doesn’t mean that you want the override to pass,” Kain said “But I do think the right choice is to allow the town to make that desicion.”
Getting out override facts
HANSON – The Select Board on Tuesday, Jan. 14, voted 4-0 after nearly an hour of discussion, to use Guilfoil Public Relations to assist them in presenting the case for an override in the run-up to the annual Town Meeting and Town Election in May. Member Joe Weeks was absent from the meeting
Guilfoil, already on a retainer of unused hours under which had initially been hired with ARPA money, to help the board deal with an election-related issue at the town’s water tower in October, had presented a media plan, including guest editorials to the Express and website information on the potential financial effects to the town if an override failed.
Select Board member Ed Heal balked at the whole idea, before finally voting on the proposal, because of concerns about cost and ownership of the site, how much of the work the board might be expected to do and whether it might come cross as an attempt to “sell” the public on supporting an override.
“When you say ‘educate the community,’ I think there’s probably going to be people out there who are going to say, ‘You’re not educating us, you’re trying to sell us,’” George said.
Chair Laura FitzGerald-Kemmett said the intent is that the board is fulfilling its job responsibilities of fully informing the public.
“We’re not trying to sell anybody,” she said. “It’s just the facts. … I would say ‘inform’ is a better term [than educate].”
Concerns aired
All four members present had some initial concerns on one point or another, but were swayed by the closing window for getting information before the public.
“I’m looking for the value in it, and I’m not seeing the value in what they are providing,” Heal said at the outset. “We’re still providing the data and information to them. They’re just going to host it.”
“They are going to work with us,” Town Administrator Lisa Green said, noting that her office had approached John Guilfoil Public Relations Agency and said they would be working with the town on press releases, the website posts, fliers and mailers, slide show presentations and guest columns for the Express.
“They were very good with helping us respond to inquiries and things like that,” Green said about the water tower issue. “With the hours that they gave us for that proposal, we only used about seven hours out of 36 [contracted for]. We still have 29 hours, which they [can use] to help us with communication of budget education and override education for our residents and the public.”
Green also pointed out that, at mid-January, time is not on the board’s side for getting information before the public to be of use for a May Town Meeting and Town Election and that, if not used, the ARPA funds would be lost. She had already spoken to department heads to have them start getting information to Guilfoil.
“We are working as quickly as we possibly can to start getting this information to them,” she said. “There’s a lot of moving pieces on this.”
She said their proposal includes creating a website for the town that will present all information regarding the budgets the budget process, an override and that process, look at town departments to provide “as much information as we can get out there” on town finances, services it provides to residents, to potential effects if an override fails.
“Their proposal was very, very reasonable,” Green said. “We will be using ARPA money to pay for this. They [will] keep the website up to date …”
“Can we talk about funding?” asked FitzGerald-Kemmett. “Where is the money coming from for this? We are in fiscal crisis and we’re heading into an even bigger fiscal crisis.”
Green said the town had ARPA money that had already been paid for the October crisis communications services and the remaining contracted hours will be used toward the budget education services.
“In other words, we bought a package of hours and we didn’t use them all up,” said member Ann Rein.
The $9,000 in ARPA funds would now be used toward the website design, Green explained.
“We have a year’s worth of service on this and the website is ours always,” she said. “I believe they’ll make a link to it so that people can go on our website and click on the link and come right to this website that will have calculators, questions, answers, it will have budget information for each department …”
Website
FitzGerald-Kemmett asked if it would be similar to the one that South Shore Technical High School has for their project, which is like a micro-site devoted to the building project.
“Which I really love, because it I don’t want to read about everything else related to [SST] I don’t need to,” she said. “I can just go to this thing to read about the SST article and everything I want to know is right on that link. … It’s been very thoughtfully put together.”
Green said Guilfoil has done the same type of project for other towns and school districts, noting that they are professionals who know how to word things.
“And they understand that we’re not advocating…” FitzGerald-Kemmett said.
“It’s the facts only,” Green said. “It’s going to be beneficial because we’ve never had something like this before. We haven’t had an IT director, so having somebody with this knowledge build [the site] and, once we do get our IT director on board, they can help build it, as well.”
Earlier in the meeting the Select Board had voted to approve the hiring of Steve Burke as IT director on the recommendation of Green and Planning Board Chair Joseph Campbell (who has extensive professional experience in IT and helped with the interview process).
“But for now, we have these folks on board and they can start the process,” she said.. “We’re going to start feeding them the information – the budget process, and things like that.”
“If it’s ours afterward, I would truly love to use it prospectively, for future town meetings, to help with all the information that people need for Town Meeting on that one site,” FitzGerald-Kemmett said.
Rein said the town is paying the monthly fee after the first year of the website for domain registration.
“We’re going to own that, all we have to do is host it,” she said.
Heal said he had asked the same questions FitzGerald-Kemmett was posing and made notes on the proposal sheet and hadn’t received answers.
“Basically, we get the first year for free,” Green said of a budge webpage. “There’s no charge for the first year of hosting and supporting a website. After that, it’s $199 a month that we put into the technology line, but they will continue to host the site, software updates, nightly backup .. 24/7/365 support.’
He countered that, while the town owns the domain, and as long as the town pays Guilfoil, they will keep the site up and the town’s URLs will work.
“The minute we stop paying them, our URL that somebody gave somebody else is gone and we can’t get it back,” Heal said. “We can’t take it in-house. The domain is not the data.”
Rein said she would want the details looked over with respect that the town would have the ability to take the site over.
“This does not allow that,” he said.
“We could negotiate it, is my point,” Rein replied. “We can’t afford $200 a month. … It would be nice to know that we have that option to buy our stuff outright.”
“We could make it more sustainable for us to take the wheel,” FitzGerald-Kemmett said.
FitzGerald-Kemmett said it wasn’t a deal-breaker, but that the board would feel “a lot more encouraged about it” if they were able to get some assurances that Guilfoil would be good partners and give the town the wheel at some point.
“For at least one year, they’ll get us through, the information we need to get out there,” Green said.
But Heal’s objection was that Hanson would be providing the data and words to Guilfoil.
“They’re not massaging our words,” he said. “They’re basically putting them up on the site. Correct?”
Seeking value
Green said that was, indeed, correct, but if Guilfoil decided a submission could be worded better, they will put their PR skills to work. She said she would ask the firm for the specifics Heal and George were seeking.
Heal agreed on that point, but said he was “looking for the value in it.”
“They need to clear it up,” George suggested.
“The reason you hire a PR firm is to do this kind of work,” Rein said. “I don’t think there’s anything nefarious here. I think we’re getting what, at least we understood what we’re going to get.”
FitzGerald-Kemmett said that, when she spoke to them, Guilfoil staff said that is what they said they would be doing.
“They’re going to be managing the communication project, which we do not have the staff to do,” she said, including suggested website postings and press releases.
“I would feel comfortable if Steve Burke feels comfortable with this,” Heal said of the data management plans. FitzGerald-Kemmett said she would like to hear his thinking on sustainability and cost.
Boards to meet on tax bill errors
WHITMAN – The Select Board on Tuesday, Jan. 7 accepted a recommendation from Town Administrator Mary Beth Carter to set up a joint meeting with the Board of Assessors as soon as possible.
In her report to the board, Carter outlined in a lengthy statement, billing errors by the Assessors that have could have cost Whitman taxpayers millions of dollars on real estate bills before they were due, while failing to collect boat excise taxes or to mail other bills last year.
The current Board of Assessors has a total of 21 years of combined experience as board members, Carter noted.
When the Select Board holds its joint meeting on the budget with the Finance Committee on Tuesday, Jan. 21, the will schedule a February meeting with the Assessors.
“The magnitude of these recent errors is alarming to both the assistant town administrator and me,” Carter said, noting that just this past weekend the town’s printing vendor had found a fiscal 2025 Actual Real Estate Bill issue: the square footage on the bills is incorrect and it was confirmed that the file sent to the temporary treasurer-collector for printing by the Board of Assessors contained a database error.
Similarly, in December 2023, warrants to collect for actual real estate bill liens totaling $926,534.32 were not voted or signed by the Board of Assessors until May 21, 2024.
Warrants to collect are required by the Department of Revenue to be issued by the Board of Assessors to the treasurer-collector before payments can be accepted, Carter pointed out.
On Dec. 17, 2024, the Board of Assessors signed the official fiscal 2025 Actual Real Estate Warrant to Collect – the document empowering the treasurer-collector authority to collect real estate payments for the town. However the warrant and the corresponding billing file initially sent to temporary treasurer-collector Sharon LoPiccolo for third and fourth quarter real estate bills had an erroneous total that was $16,124,289.21 greater than what should have been billed to taxpayers. The fiscal 2025 real estate lien file, which should have consisted of unpaid water, sewer, trash and water bills from fiscal 2024, had an erroneous total $750,508.24 less than what should have been billed to taxpayers, according to Carter.
“Luckily the new temporary treasurer-collector realized there was an issue, and she reached out to me to review the warrants to collect before she posted the bills for printing and mailing to our taxpayers,” she said. LoPiccolo alerted the Board of Assessors of the erroneous files, which were replaced with corrected real estate and lien files.
“These two recent billing issues are quite concerning,” Carter said. “If the real estate bills had been sent out, as a result of these bills, the taxpayers would have been billed for basically a total of six quarters instead of the usual four quarters in fiscal 2025.”
They were only some recent examples.
In April 2024, the Board of Assessors sent a warrant to collect to both the treasurer-collector and the interim town accountant for 11 boat excise tax bills. But the Assessor’s office never sent the corresponding billing file, Carter said. As a result, the May 2024 boat excise bills were never issued and the revenue unable to be realized last fiscal year.
It was, in fact, never sent to the treasurer-collector for billing and the file was deleted from the Assessors’ software module titled “Add new accounts and omitted bills” on Nov. 25, 2024.
“I am hopeful that the Board of Assessors will commit the 2024 boat excise bill in fiscal 2025, so the revenue can be realized this fiscal year,” Carter said. “An additional concern is the fact that only 11 bills were voted on by the Board of Assessors. In the previous five years the town billed about 53 bills each year.”
From the data that Carter and Keefe were able to review, they “strongly believe” that data voted for the 2025 boat excise bills should have contained about 53 bills, as I has for the last several years, not just the 11 bills they intended to commit.
“The assessments and the related billing produced by the Assessors’ Office, which are under the control of the Board of Assessors, directly impact the revenue and, therefore, the town budget,” Carter said. “I feel it is imperative that the Select Board and the Board of Assessors meet in open session to discuss the numerous issues that have come to light regarding billing issues, as the enormity of the issue has escalated over the past year and a half.”
Carter also said that the Board of Assessors had made it “abundantly clear” in open sessions during more than one of their meetings last year that they “didn’t want any interference from the Assistant Town Administrator or me.”
“For well over a year now, the Assistant Town Administrator Kathy Keefe and I have been extremely concerned about several billing issues, which have been brought to our attention regarding the Assessor’s Office,” Carter read from her prepared remarks. “To avoid any confusion, it’s worth noting that the Select Board does not govern the Board of Assessors. The Board of Assessors is a separately elected board that is comprised of three members. Thw Board of Assessors is solely responsible for the operations in the Assessor’s Office.”
She added that, while the Select Board does not have authority over Assessors, “I feel that we need to take this action to call for a joint meeting between the two boards to better discuss our ongoing concerns.”
Carter had met with the Chair of the Board of Assessors John Noska early last year and in August with another Board of Assessors member she described as interested in those ongoing concerns.
“I presented and reviewed the issues that were brought to our attention up to that point,” she said. “Rather than Board of Assessors being receptive to our comments and concerns, they instead issued a letter dated Aug. 29 to the Select Board, accusing both Kathy and me of harassment and interference. More importantly, to date, the Board of Assessors has not taken corrective action on several of the billing issues that were revealed to them.”
The Select Board sent a letter to the Board of Assessors on Oct. 24, 2024 to inform them that, after reviewing the information in the Assessors’ letter, they had determined that the Board of Assessors allegations of harassment and interference were not supported and asked Carter and Keefe to continue making them aware of any future concerns about billing.
Hanson reviews cannabis policy
HANSON – Sometimes just because you’re told you could, doesn’t mean you can.
The Select Board on Tuesday, Dec. 10 reviewed the cannabis social equity policy in the wake of new regulations recently put forth by the Cannabis Control Commission, and unanimously approved it – more as a protection vehicle than anything else, they said.
This requirement gives teeth to the CCC determination that social equity factors such as race and gender must be considered in awarding cannabis licenses by communities.
“The CCC requires each community to adopt and put into place a social equity policy with regard to cannabis, whether its retail or medical type of sales within a community,” Town Administrator Lisa Green said.
Hanson’s specific policy was drafted by town counsel, and Green reminded the board that Hanson has not approved any retail licenses, and that Town Meeting voted not to allow types of that business in town.
The language under consideration, however, is language town counsel added showing that Hanson has restricted cannabis to the point where, so far, a grow facility is the only marijuana business in town.
Once adopted, the bylaw just outlines the social equity guidelines in the program and how the town would go about making decisions on the license applications, if anything would change in the future.
“This policy [also] contemplates that we will limit the licensing to the one license we already have, but that we would not be offering any additional licenses,” Select Board Chair Laura FitzGerald-Kemmett said. “That’s more protective of us and more in keeping with what we talked about. Absent that language, we don’t have any limits on the number of establishments.
She did point out than any applicants would still have to meet planning requirements and location limitations.
“That’s just additional protection for us,” she said.
Selectman Ed Heal said the limit on the present business the town has is not clearly spelled out.
Town Planner Anthony DeFrias said, in a purely hypothetical example, if someone wanted to increase the number of cannabis businesses to two or three, and a social equity business applies to the town, they must receive the second license first. Until that business is up and running, if a third business applied, but did not meet social equity criteria that business could not be approved for a license until the social equity business is up and running.
“Right now, you have just one license,” DeFrias said. “This is almost like a liquor license. You have only X-amount of licenses.”
Board members, including FitzGerald-Kemmett and Heal were left with the impression they could hold at the one licensee they approved.
“This is your policy,” DeFrias said. “You’d have to go to town meeting is you want more than one license.”
“Which we’re not planning on doing,” FitzGerald-Kemmett said.
“This keeps you in conformance with the law,” DeFrias said.
The Select Board voted to accept, with regret, Frank Milisi’s resignation from both the Camp Kiwanee and Capital Improvement committees – a development Chair Laura FitzGerald-Kemmett said was “rather sad.”
Milisi is going back to school, which she said is a wonderful thing for him and his family.
“We fully support that and really want to thank Frank for all the excellent work that he’s done over both of those committees and a number of other things,” she said.
Heal asked, in a light-hearted vein, if she had tried to talk him out of it.
“That’s the first thing I did when I got the call was, ‘What can I do to keep you?,’” FitzGerald-Kemmett said.
Budget season in full swing
With a new year, comes a new budget season.
Superintendent Jeff Szymaniak, who attended a Nov. 12 Whitman Select Board meeting in which budget forecasts were reviewed – and the school budget came up – urged residents and the School Committee member to view it on the W-H Cable Access YouTube channel because it was a valuable budget discussion.
“I know we’re talking budget and nobody ever wants to talk budget and it’s always not great,” he said during the Wednesday, Dec. 11 meeting. “The financial forecast from the state, from the towns are not ever outstanding, like, ‘Hey, whatever you want, you’re going to get.’”
Szymaniak reported to his committee that Kain wants Whitman to work collaboratively with the school district.
“It was positive,” Szymaniak said of the Whitman Select Board’s overview presentation. “I’m glad that I went and heard some things, and I’’m cautiously optimistic that we can work together to make things happen.”
He added his pleasure that the Select Board took up the issue and that they voiced the fact that it is, in fact, the School Committee’s decision to set the assessment.
“He made a very clear statement that the assessment is set by the regional school district school committee, with the hopes that we collaborate together to see where the towns are at,” Szymaniak said. “Some of the ideas that he came up with were pushing against some other selectmen and some ideas out of the box, being up-front, saying that 44 percent of the town budget goes to the school district … and 44 percent of the growth would always go to the school district.”
Of the communities that do that, some go over, and they run a deficit, which they also have to work against. Szymaniak said he would challenge the School Committee to do better, because 44 percent is a little bit lower than most towns.
But, he noted, Select Board member Shawn Kain gave a presentation to the Whitman Select Board that night, clarifying some points that have been “out and about,” according to Szymaniak, and described the dialog in the Nov. 12 meeting as decent and that he will build on that as the School Committee compares where the district compares on the charts to other communities in the commitment of resources from the town – is it percentage-based, or is it a percentage increase of the budget every year as some communities do it.
“Not an assessment,” he stressed. “We’re not talking about assessment. A typical overall percentage of your budget, you’re only allowed to go up 3 percent, or 3.5 percent.”
He noted that some communities do that, going over and sometimes they go over and end up running a deficit.
“It’s something that I would talk to our committee about and do a little research about what the towns are actually contributing out of their budget to educate the students in their communities,” he said, and stressed to the School Committee that he would like t to work together with the towns.
“I’m glad it was voiced out loud to the public that it is [our] decision to set the assessment,” he said. “We’d, again, like to get all sides involved – Selectmen, finance committee and school committees – but, it is up to the School Committee to vote an assessment 45 days before Town Meeting, and that assessment would go on a Town Meeting warrant as an assessment for the community.”
Szymaniak also recalled that Kain talked about looking at other sources of revenue that haven’t been looked at before as supplementals, including the meals tax in Whitman, instead of moving it over from accounts such as free cash or OPEB [other post-employment benefits] liabilities.
“There was some discussion back and forth and I’m cautiously optimistic that we can have those discussions,” he said. “I don’t know if we’ll ever agree, eye-to-eye, because the Select Boards in each community really want to make sure that taxpayers in their communities are serviced. Our charge here, and my charge are to make sure that our students are taken care of.”
School Committee member Rosemary Connolly, who also watched the Nov. 12 Whitman Select Board’s meeting and budget presentation, said she, too, is cautiously optimistic. She was a member of the Finance Committee during the last budget cycle.
“Where we can meet both places – that’s where you usually start when you compromise,” she said. “Where do we agree?”
Connolly said Whitman has borrowed for its largest projects, through the schools. … Not having a real investment in OPEB makes a difference, having bad excess and deficiency, makes a difference and they negatively affect the taxpayer.
“We can talk about that,” both Szymaniak and School Committee Chair Beth Stafford agreed.
“That’s a place where we can land,” Connolly said. “Forty-four percent is way below the average, so rolling forward at a low, continually keeps us frozen, at a place where we can’t address E&D, we can’t address the flexibility in the classroom that some of the letters from parents are talking about.”
She stressed that the school’s mission is to educate students who can then go out into the world and be active citizens in an equitable way.
“The word I heard repeated by Mr. Kain a couple of times was ‘hold-harmless,’” member Dawn Byers said. “This committee has to have the opportunity to have the same conversations that are happening in our town halls. … It’s a difference in foundation aid. The difference that we got last year, the aid that we’re eligible going forward in the next year, and when that aid is reduced, our aid payment from the state is not reduced. We get the same amount of money.”
Sometimes changes in inflation factors, property values, income, wage-adjustment factor and enrollment – and the municipal growth factor – “we don’t talk about the MGF, but it is a major factor going forward,” she said.
“You’re not incorrect,” Szymaniak said.
Whitman Board hears override need
WHITMAN – In it’s last meeting of 2024 on Tuesday, Dec. 17 the Select Board heard a sobering assessment of what lies ahead for the town next year as officials calculate the fiscal 2026 budget.
Bottom-line, according to board member Shawn Kain, is that preliminary budget numbers indicate that an override is necessary to maintain level services. He had based his preliminary budget on 2.5-percent salary increases plus contractual step increases, final terms of union contract negotiations and the level-funding of expenses except for major known increases.
“We’re trying to get some things out there in the public view as early as we possibly could,” Chair Dr. Carl Kowalski said, noting that such an update was most likely what the Finance Committee wanted to do anyway.
“Our goal here is a level-service simulation – roughly a level- service simulation,” Kain said, noting that all five municipal union contracts are up for negotiation and the schools are negotiating their contracts. “You need to keep that present on your mind, but we’re looking for a simulation that’s roughly level-service.”
Total revenues are forecasted to be $45,784,975, with expenses calculated at $47,914,340, putting the current deficit at $1,729,385.
“[This is] basically announcing that, this year, we can’t avoid doing an override in order to pay for the services that we want to have,” Kowalski said.
“That’s right,” Kain said. “We thought it would be best to get these numbers out now, let people marinate and think about them, and then we can think about – over the next month or so – what the scope of the override would be … the details.”
Kowalski said he hoped the Finance Committee has seen and been discussing the numbers to help decide how much of an override will be needed. And it would need to include all departments.
“It’s the kind of advice I’ve been looking for from the Finance Committee for a long time,” he said. “[We] haven’t really received it. … It’s been pretty clear to us for a long time that, in order to have these things that we say that we value as a town … that we’ve needed an override for a while.”
He said there’s never been an inclination to pay for what the town says it values.
A joint meeting the Select Board had planned to have with the Finance Committee, didn’t happen because the Finance Committee, hadn’t officially posted it, with their agenda, Kowalski had said earlier in the meeting.
Vice Chair Dan Salvucci said departments need to understand that an override is not “an open wallet.”
Member Justin Evans said the town has already made all the cuts that can be made.
“I don’t know where else we can cut looking forward,” he said, echoing Kain’s assessment that they are down to the bone now.
Kain had noted noted that the budget process represents a community’s primary policy statement and establishes government priorities, beginning in the fall with a financial forecast.
“That is what this is tonight,” he said. A joint meeting with the Finance Committee and involving the schools will be held in order to coordinate concerning Whitman’s financial projections ans decide how to move forward on the same page.
The current levy is at $31,919,007. Adding $797,975 under the Proposition 2.5 and $200,000 in projected new growth brings that figure to an anticipated $32,916,982.
Kain said the new growth projection is low, as Whitman’s average is over $400,000.
“But the thing is, in a couple of those [previous] years the new growth was obvious,” he said. “We had a couple of projects that were over $600,000 and it made sense, but this year, we don’t have any new projects on the books, and based on the feedback we get from the assessor’s office, it really does make sense for that number to be as low as it is at $200,000.”
Adding excluded debt of $2,990,347 does just that – it goes to excluded debt and can’t be used for any part of the operating budget.
The maximum allowable levy for the town in $35,907,329.
Local receipts brought in $10,599,540 for a total revenue of $46,506,779. Subtracting charges and offsets of $721,804 brings the total available funds to $45,764,975
“We’ve been getting better and better at projecting our local receipts,” he said. “It’s guided by financial policy, and Mary Beth has been working closely with a really high-level financial consultant, which has allowed us to do be able to do this in a way that is reasonable, but also conservative.”
In January and February, as the first commitment comes out for excise tax, the town will have some more realistic evidence to know where those numbers are going to come in. The final calculation of $45,784,975 in available funds if $819,689 above where the town was last year in terms of new revenue that can be put toward the operating budget.
Carter has also put out a message to department heads to include a 2.5-percent increase for all non-unions employees without contracts; include that increase to employees who are contracted; and include step raises due for union employees; and all departments should be level-funding all of their expenses.
“That’s a hard ask, because every year, expenses go up,” Kain said.
All five contracts are under negotiation this year, as well.
Key budgetary lines will continue to be Plymouth County retirement, medical and health insurance, the W-H Regional School budget, level funding SST because enrollment is down, fire department retirements, solid waste disposal and free cash used last year.
“Plymouth County Retirement is killing us,” he said. “That’s up 11 percent this year. … That one line item is very difficult for us to account for in our budget.”
Hanson staffing looking up
HANSON – The Select Board took a virtual tour of employment ups and downs on Tuesday, Dec. 3 as they heard a report of public safety staffing concerns, welcomed a new master mechanic and celebrated the silver jubilee years of two Town Hall employees.
Police Chief Michael Miksch outlined his department’s staffing picture – which struck a somber tone, but pointed to a potential silver lining.
Hanson’s department is down two officers and is “kind of struggling” to rehire, but he added, that is nothing new to any police department, pretty much, in the northeast, he said.
The department has advertised and received a lot of applications from “brand new officers” that would have to be sent to the police academy.
“We anticipate two more openings going into the next fiscal year,” he said. “That’s a great pool to start with, because it will take us six months just to get somebody into an academy. So, we’re in a good spot on that side.”
To try filling the vacancies in the meantime, and maintain proper staffing levels, he said the department has put out an ad seeking people interested in lateral transfers.
“We had, I think it was, five total that had come in at that point,” he said, indicating that Thomas Malloy was one of them. “Three of the five did not meet the requirements that we held out there for a lateral.”
The chief asked the board to vote favorably on hiring Malloy with a start date of Monday, Dec. 23.
Miksch said Malloy was interviewed and proved to be a “very strong candidate.” They had another potential candidate slated for an interview on Thursday, Dec. 5.
“You might see me again in two to three weeks, or maybe after Christmas,” he said. “We’ll see how that goes.”
Currently a Plymouth Police officer, Malloy graduated from the academy in 2023. He is also a graduate of Whitman-Hanson Regional High School and attended Massasoit Community College for a year, studying fire science, before entering the Marine Corps, serving for 11 years.
“He seems like a very good candidate,” Miksch said. “He was his class president in the academy [and] has been very well-regarded and is coming to us with high recommendations.”
Longevity lauded
The board honored two of the Town Hall’s administrative staff members of town departments for their longevity and dedication to serving residents during the meeting.
“We know you’re behind the scenes making it all happen,” said FitzGerald-Kemmett, noting that most people think in terms of a conservation agent or building inspector running departments, but they don’t realize there is a cast of people supporting them and getting the day-to-day work done.
“We are fortunate to have two such people,” she said. “And I think it’s pretty monumental to have people that have been in a job as long as you ladies have.”
Ann Merlin, who works in the assessor’s office, and Virginia Costley received citations from the board “expressing [their] sincere appreciation in recognition of 25 years of service and commitment to the residents of Hanson.”
FitzGerald-Kemmett also lauded Merlin for everything she did to help organize the town’s 200th Anniversary party in 2020. The party was one of the few events not canceled due to the COVID-19 pandemic.
“If you were fortunate enough to have been there, then you saw Ann Merlin’s decorating skills … amazing,” she said. “The details that this woman put in. It looked like it was otherworldly, it was just amazing.”
She also performed the Patsy Cline classic “Walking After Midnight.”
“She’s a very, very talented lady in many ways,” Green said. “I’m very privileged to work with her.”
“Virginia is just unparalleled in her knowledge,” FitzGerald-Kemmett said. “[She] has overseen all types of personalities and abilities and kept us on track.”
FitzGerald-Kemmett termed the Appeals Board one of the most important boards in town.
“People don’t realize that a lot of the exceptions that are made there are what defines what our town looks like,” she said. “You’ve been a huge, critical part of that, and I thank you.”
An emotional Costley thanked the board.
Master mechanic
The Select Board also voted to welcome it’s newest employee – hiring Kevin Simms of Bridgewater as the Highway Department’s master mechanic, contingent upon a successful background check and physical when he is recovered from planned surgery. His start date is anticipated to be Dec. 30.
“We conducted quite a search,” said Town Administrator Lisa Green, noting the position had been posted a few times. “Finally, we did get three candidates. Unfortunately, two withdrew, but the final candidate we did interview, turns out was a top person.”
Simms has at least 30 years of experience in automotive repair, ranging from diesel mechanics to aerial hydraulics and he has been a fleet supervisor with additional experience in welding and meal fabrication. He has also been a maintenance supervisor and shop foreman. He has schooling in air brakes and is a certified ASE master technician, which promotes excellence in vehicle repair. He has also worked on tires and is familiar with HVAC.
While he did have a Class B CDL license, he had let it lapse because his prior employer didn’t require it, he is looking into whether he can get it reinstated as well as pursing his 2A Hoisting license as well.
Simms was not able to attend the meeting because he was having surgery the next day, and his doctor advised him against going out and risking becoming ill.
“As you know, we’ve been short a mechanic for little bit of time,” Highway Director Richard Jasmin said. “Kevin comes with a wealth of experience that I think is going to help us get a fleet maintenance program up and running.”
He said Simms is not looking to “bounce around” any more as a lot of mechanics do in the course of their careers.
“He just wants a home, now, and he’s more than happy to make it Hanson.” Jamison said. “On top of that, we’re going to save a lot of money, because now we send everything out – from oil changes to minor weld jobs [and] it’s getting pretty pricey.”
While highway equipment will be Simms’ priority, the plan is to expand the job description to include other municipal vehicles.
“When he gets here, he’s going to have a little bit of list to get through, especially going into the winter,” Jamison said. “But I don’t see there being a terrible issue helping out. … I’d love to be able to lend a helping hand it [we] could.”
Simms’ will have the normal probationary period for the Highway Department of 90 days, with the town negotiating with the union to give him up to a year to obtain the CDL and Hoisting licenses, Green said.
“We don’t believe it will take that long, but they are willing to go that long,” she said, adding that, within six months he needs to at least show progress towards obtaining those licenses. Once he does obtain them, he will have another 90-day probationary period.
“We have spoken to him [and] he is agreeable to that,” she said. It will not impact vacation time, personal days or holidays. She said he is also taking quite a large pay cut to come work for the town.
Whitman OK’s SST agreement change
WHITMAN – This time, when the town asked for what it needed – they got it.
In a special Town Meeting on Monday, Dec. 2, it took the 101 voters just over 20 minutes to approve an amendment to the South Shore Tech Regional Agreement, as well as two bill-paying articles and pay for cable access coverage of public, education and government programming.
“This article is about fairness,” said former Finance Committee member Rick Anderson of the SST amendment. “I just want to take this opportunity to thank Superintendent Hickey and his school district, South Shore Tech, for listening to the concerns of Whitman
The article was passed by a unanimous vote.
Town Moderator Michael Seele noted with appreciation the work of the Finance Committee as the meeting got underway.
“The work they do is important to the town,” he said, putting in a plug for residents interested in serving on the Finance Committee to see him about how to do that.
“I truly appreciate the time you’ve taken from your busy schedules to attend tonight,” said Town Administrator Mary Beth Carter, thanking those voters attending. “The primary reason for this meeting is to take a vote on the proposed amendment to the Regional Agreement for the South Shore Regional School District, which was previously approved by a vote of the [SST] School Committee on Aug. 19. This amendment will impact the way in which future debt will be apportioned to the nine member towns within the South Shore Regional School District.”
SST Superintendent-Director Dr. Thomas J. Hickey drew the most applause from the audience after explaining any potential impact the amendment would have on the school’s existing debt.
“We currently have no debt,” he had said.
“Great, I love to hear that,” the man said adding that he fully supports the article which makes things fair for Whitman.
Only the regional agreement article was the source of much discussion on the night.
“It was about a year ago that we were holding a public forum here in Whitman, talking about being in the pipeline for a potential school building project, when it was suggested to us that we take a closer look at our regional agreement language, specifically at how debt share is calculated,” Hickey had said to open the discussion.
The current agreement, written in 1960, calls for the debt share among member towns to be fixed for the life of the borrowing, based on enrollment at the time a project is approved. The suggestion was a potential 30-year borrowing is a long time and Whitman is the community sending the most students to SST now, but that has not always been the case – and it could go lower in the future.
“Doing a look-back, I can tell you, enrollment trends can change over time,” Hickey said. “A town that has low enrollment could increase, and vice-versa, so why not consider a model to where you can move debt-share language to something that’s more pay-as-you-go?”
Working with its school committee and the Department of Elementary and Secondary Education (DESE), Hickey said SST has brought back an amendment that debt-share will be calculated based on a four-year rolling average. That is what Whitman was voting on Monday night.
To illustrate: if a town’s debt share is being calculated for the FY28 budget, the school committee will certify the budget in FY27, and it will use the enrollment reports from FY26, FY25, FY24, and FY23 to determine the debt share.
“The second part of this amendment also addresses, with a little more detail, the arrival of our newest community – the town of Marshfield,” he said.
The SST Regional Agreement had already been amended in Spring 2023 to bring Marshfield into the district. Through that, Marshfield will pay its debt share on an annual basis for now, because they do not yet have an enrollment history.
“As their enrollment grows overtime, their debt-share will grow, and their share will be used to offset the costs,” he said. At Marshfield’s current enrollment of 38 students, they are at about 5.4 percent of total enrollment. That would adjust upward over time as more students enroll.
Whitman’s current enrollment is at about 24 percent of the student body, which was why Whitman asked for the regional agreement amendment.
Following an unrelated question on per-pupil averages, which Hickey explained does not enter into this calculation.
“Tonight’s vote is to change the formula for how we borrow money,” he said. The question of per-pupil has more to do with the annual budget.”
Anderson then called the question.
“The reason this article is on this Town Meeting Warrant is because Whitman asked to have a fairer share of the debt assessment, and I think they responded in a way that Whitman really needs to approve tonight at this meeting,” he said.
He also asked the town to support the SST building project going before the voters in January.
“I ask the meeting to support, not only this article, but the project – for the future generations of students that are going to be attending the South Shore Vo-Tech,” he said.
Articles 1 and 2 were seeking free cash transfers to fund unpaid bills from the previous fiscal years. Voters agreed to pay, without much of any discussion concerning a payment to either of Article 1 – seeking to use free cash to pay 1,501.80 for bill from the previous fiscal year as requested by the Public Works Commissioners. Likewise, there was little debate over Article 2, to pay 306.04 previous fiscal year bills for Treasurer-Collector’s office supplies. Both were approved after amendments to the final amounts were approved.
Article 3, seeking $161,099.25 from the Reserve for Appropriation Cable Access Account to fund those services was approved with no discussion at all.
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