By Bob Katzen
House 150-3, then 148-4, Senate 40-0, approved and sent to Gov. Maura Healey the conference committee version of a $1.3 billion fiscal 2025 supplemental budget that uses funds generated from the surtax imposed on taxpayers’ earnings of more than $1 million annually, to fund $593 million for education-related projects and $716 million for transportation-related ones. The House and Senate had approved different versions of the bill and the conference committee drafted this compromise version.
The surtax was created by voters in November 2022 when they voted for a constitutional amendment, dubbed by supporters as the “Fair Share Amendment,” that allows a graduated income tax in Massachusetts and imposes an additional 4 percent income tax, in addition to the flat 5 percent one, on taxpayers’ earnings of more than $1 million annually. Language in the constitutional amendment requires that “subject to appropriation, the revenue will go to fund quality public education, affordable public colleges and universities, and for the repair and maintenance of roads, bridges and public transportation.”
A total of $535 million of the $716 million for transportation will be used for various MBTA projects. Other provisions include $80 million for Chapter 90 aid to ensure every city and town receives funding to maintain local roads and bridges; $16.4 million for municipally owned small bridges and culverts; $7 million for the improvement and maintenance of unpaved roads; and $5 million for transportation improvements associated with the upcoming 2026 FIFA World Cup.
The $593 million for education includes $248 million for special education; $115 million for public higher education infrastructure investments; $25 million for tutoring to support accelerated literacy growth and success for students in kindergarten through grade 3; $10 million for English Language Learning Programs; $10 million to support the Holocaust Museum in Boston; and $10 million for grants to eligible local school districts for clean energy infrastructure improvements and upgrades.
“Ensuring that every Massachusetts resident has access to a safe and reliable public transportation system, and that every student in the commonwealth receives a high-quality education, are two of the most fundamental responsibilities that we have as elected officials,” said House Speaker Ron Mariano (D-Quincy). “The investments being made in this supplemental budget are representative of the Legislature’s continued focus on meeting those responsibilities.”
“In a time of national turbulence and damaging federal cuts, the conference committee has delivered a meaningful compromise that honors the will of Massachusetts voters and invests Fair Share funds equitably across Massachusetts,” said Sen. Jo Comerford (D-Northampton), Vice Chair of the Senate Ways and Means Committee. “This supplemental budget reflects a Senate commitment to regional equity—providing meaningful support for K-12 schools grappling with strained budgets, addressing long-overdue maintenance on public higher education campuses and delivering much-needed transportation solutions for communities across the commonwealth.”
“As a member of the joint conference committee, I’m proud to have played a significant role in the process that reflects the values and priorities of communities, such as those on the South Shore that I represent,” said Sen. Patrick O’Connor (R-Weymouth), Ranking Minority member of the Senate Committee on Ways and Means. “This legislation directs historic and groundbreaking Fair Share investments toward career and technical education, local infrastructure and regional transportation, which directly benefits our schools, our roads and our economy.”
Reps. Ken Sweezey (R-Duxbury) and Alyson Sullivan Almeida (R-Abington) cast the only two votes against the budget. They issued a joint press release citing the conference committee’s decision to withhold $80 million in Chapter 90 road funding from municipalities deemed noncompliant with the MBTA Communities Act’s zoning mandates, as the reason they voted against the budget.
The MBTA Communities Act, according to the state’s website, requires that an MBTA community “must have at least one zoning district of reasonable size in which multi-family housing is permitted as of right and meets other criteria” including minimum gross density of 15 units per acre; and a location not more than 1/2 mile from a commuter rail station, subway station, ferry terminal or bus station. No age restrictions can be applied and the district must be suitable for families with children
Sweezey, whose district includes several non-compliant towns said, “Three of my [district’s] towns – Marshfield, Halifax and Hanson – are being penalized for standing by their local planning boards and residents. The conference committee claims it wants to support our communities, yet it is holding critical transportation funds hostage. That is simply not acceptable.”
“I was fully prepared to support the final compromise,” said Sullivan-Almeida. “Unfortunately, the conference committee inserted a last-minute stipulation to punish non-compliant towns. This kind of maneuvering doesn’t belong in a budget that is supposed to help all our cities and towns.”
Both legislators emphasized their support for the provisions in the supplemental budget that increase funding for education including regional transportation, career technical training and special education as well as provisions for public transit. However, they were clear that they could not support a bill that “leverages essential local funding to coerce compliance with a controversial zoning mandate.”
(A “Yes” vote is for the budget. A “No” vote is against it. The House voted twice on this bill so there are two votes listed for each representative.)
Rep. Christine Barber Yes/Yes Rep. Mike Connolly Yes/Yes Rep. Paul Donato Yes/Yes Rep. Erika Uyterhoeven Yes/Yes Sen. Patricia Jehlen Yes