Governor Deval Patrick's Five Year Capital Investment Plan FY2010 - FY2014

Governor's Capital Investment Plan FY2010

Self-Supporting Project Financings


Unlike past practice in Commonwealth capital budgeting, the Patrick-Murray Administration is taking all debt service and debt-like payment obligations into account in determining the appropriate level of annual borrowing pursuant to the policy set forth below.  The Administration recognizes, however, that exceptions to this policy may be justified in limited circumstances where a project financed with debt payable by the Commonwealth directly or indirectly generates new state revenue that is targeted to the payment of such debt.  In these limited circumstances when new state revenue is generated as a result of a capital project and when that new revenue is directly linked to and covers the debt service payment liability related to the project, the Administration will exclude the debt from the annual bond cap and will exclude such debt service payment obligations, and the related new revenue used to pay such obligations, from the analysis set forth herein for purposes of determining the annual bond cap. 

Table 6
DFS Insurance Assessment
Fiscal Years 2009-2014
(in thousands)
Fiscal Year Assessments
2009 767
2010 1,758
2011 2,625
2012 3,026
2013 3,194
2014 3,214

 

One example of debt the Administration will exclude from the annual bond cap and debt affordability analysis is debt the Massachusetts Development Finance Agency will issue for public infrastructure improvements necessary to support significant new private development.  This debt will be excluded because the Commonwealth will ultimately be responsible for funding only the portion of the related debt service that is supported by new state tax revenue generated from the related private development.  Another example is debt the Administration issues to fund fire training facility projects as legislation authorizes the Commonwealth to raise the amounts needed to fund the related debt service costs for such projects through assessments on property insurance policies.  The table on the right shows the amounts of assessments projected over the next several years, which amounts are equal to the estimated debt service on bonds issued to fund the construction of the fire training facilities.  Table 7 excludes such amounts from both the debt service and the budgeted revenue estimates. 


top of page link top of page