General Electric/Massachusetts State Public Records Response Part 1

From:
To:
Cc:
Subject:
Date:
Kennealy, Michael (EOHED)

Connelly, Daniel
Baddour, Steven
RE: Just an FYI
Friday, June 05, 2015 2:00:00 PM
Thanks Dan
Mike Kennealy
Assistant Secretary for Business Growth
The Commonwealth of Massachusetts
Executive Office of Housing & Economic Development
One Ashburton Place, Room 2101
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
michael.kennealy@state.ma.us
From: Connelly, Daniel [mailto:Djconnelly@mwe.com]

Sent: Thursday, June 04, 2015 8:43 PM
To: Kennealy, Michael (EOHED)
Cc: Baddour, Steven
Subject: Just an FYI
Mike: We're picking up a story or two this evening about corporate tax legislation in
Connecticut and how GE is thinking of moving some of its operations to other states as a
result of its negative impact on GE. Just thought this might be something for you and
Secretary Ash to capitalize on...
Here's an article: http://www.cnbc.com/id/102734499
Here's the text of the letter from GE's CEO:
---- The following is the email sent out to Connecticut GE employees by CEO Jeff Immelt:
Last night, the Connecticut legislature passed a tax package which includes significant and
retroactive tax increases for businesses in the state. The passing of this law, despite the
concerns we raised, has serious implications for GE, other businesses and for the business
climate in Connecticut. Please see attached fact sheet on the current environment. As a result
of this law passing, I have assembled an exploratory team to look into the companys options
to relocate corporate HQ to another state with a more pro-business environment. This will be
a thoughtful process which will take many factors, especially employee impact, into
consideration. As the team makes progress, we will keep you updated.
We only consider this after a lot of thought and in the context of our ability to compete. GE is
a major employer in the state. We purchase $14 billion in goods and services from
Connecticut companies. Despite this, we have had a tough past decade in Connecticut. Our
taxes have been raised five times since 2011, while support for our strategies has been
uneven. I believe we should pay our fair share and that all of us should give back to our
communities. But, we can compare Connecticut with other states where small and large
businesses have a better environment to thrive and compete.
The new taxes will raise more than $1.9 billion. This will be the second highest tax increase
in the states history behind only the more than $2 billion tax hike passed in 2011.
Throughout the week we conveyed our concerns that these would not improve the
competitiveness of small and large businesses in the state. We further reiterated those points
in a public statement as the legislature began its budget deliberations.
If you wish to register your concern, you can find your legislator by
clickinghttp://www.cbia.com/ga/get_involved/contact_ct_legislators/ and all legislators can
be reached through the Capitol switchboard at 860-240-8500. The decision to engage your
representatives is, of course, voluntary."
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distribution or use of the information contained in or attached to this message is strictly prohibited.
Please notify the sender of the delivery error by replying to this message, and then delete it from your
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From:
To:
Subject:
Date:

Ash, Jay (EOHED)
FW: Just an FYI
Friday, June 05, 2015 2:02:00 PM
FYI Jay. And looks like Georgia has already made their pitch.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From: Connelly, Daniel [mailto:Djconnelly@mwe.com]

Cc: Baddour, Steven
Subject: Just an FYI
Mike: We're picking up a story or two this evening about corporate tax legislation in
Connecticut and how GE is thinking of moving some of its operations to other states as a
result of its negative impact on GE. Just thought this might be something for you and
Secretary Ash to capitalize on...
Here's an article: http://www.cnbc.com/id/102734499
Here's the text of the letter from GE's CEO:
---- The following is the email sent out to Connecticut GE employees by CEO Jeff Immelt:
Last night, the Connecticut legislature passed a tax package which includes significant and
retroactive tax increases for businesses in the state. The passing of this law, despite the
concerns we raised, has serious implications for GE, other businesses and for the business
climate in Connecticut. Please see attached fact sheet on the current environment. As a result
of this law passing, I have assembled an exploratory team to look into the companys options
to relocate corporate HQ to another state with a more pro-business environment. This will be
a thoughtful process which will take many factors, especially employee impact, into
consideration. As the team makes progress, we will keep you updated.
We only consider this after a lot of thought and in the context of our ability to compete. GE is
a major employer in the state. We purchase $14 billion in goods and services from
Connecticut companies. Despite this, we have had a tough past decade in Connecticut. Our
taxes have been raised five times since 2011, while support for our strategies has been
uneven. I believe we should pay our fair share and that all of us should give back to our
communities. But, we can compare Connecticut with other states where small and large
businesses have a better environment to thrive and compete.
The new taxes will raise more than $1.9 billion. This will be the second highest tax increase
in the states history behind only the more than $2 billion tax hike passed in 2011.
Throughout the week we conveyed our concerns that these would not improve the
competitiveness of small and large businesses in the state. We further reiterated those points
in a public statement as the legislature began its budget deliberations.
If you wish to register your concern, you can find your legislator by
clickinghttp://www.cbia.com/ga/get_involved/contact_ct_legislators/ and all legislators can
be reached through the Capitol switchboard at 860-240-8500. The decision to engage your
representatives is, of course, voluntary."
*******************************************************************************************************************
This message is a PRIVILEGED AND CONFIDENTIAL communication. This message and all
attachments are a private communication sent by a law firm and may be confidential or protected by
privilege. If you are not the intended recipient, you are hereby notified that any disclosure, copying,
distribution or use of the information contained in or attached to this message is strictly prohibited.
Please notify the sender of the delivery error by replying to this message, and then delete it from your
system. Thank you.
*******************************************************************************************************************
Please visit http://www.mwe.com/ for more information about our Firm.
From:
To:
Subject:
Date:
Stebbins, Bruce (MGC)

Ash, Jay (EOHED)
GE Contact
Saturday, June 06, 2015 11:18:22 AM
Mr. Secretary - Katie mentioned you might be interested in reaching out to GE in light of Connecticut's
proposed changes to their tax policy which would have a negative impact on large corporations like GE.
I have several contacts at GE but my highest connection in senior management who served on my
association board left GE for medical reasons not too long ago. She lives in the Berkshires and headed
some of their largest business units. I have reached out to her but in the meantime there is a more
direct connection that the Governor may have.
Brackett Denniston is GE's Chief Legal Counsel and former legal counsel to Governor Weld. The Governor may know him from the early
days of the Weld administration. Wouldn't hurt for the Governor to call on Brackett in light of the recent news in Connecticut or just to
touch base since GE still has a large presence in Massachusetts.
Good luck and let me know if I can be of any further help.
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

RE: GE Contact
Saturday, June 06, 2015 11:23:38 AM
Yhx. I talked to Brackett yesterday. I'll keep you posted. See you at Plainridge.
Sent from my Verizon Wireless 4G LTE smartphone
-------- Original message -------From: "Stebbins, Bruce (MGC)" <Bruce.Stebbins@MassMail.State.MA.US>

Date: 06/06/2015 11:18 AM (GMT-05:00)
To: "Ash, Jay (EOHED)" <jay.ash@MassMail.State.MA.US>
Subject: GE Contact
Mr. Secretary - Katie mentioned you might be interested in reaching out to GE in light of Connecticut's
proposed changes to their tax policy which would have a negative impact on large corporations like GE.
I have several contacts at GE but my highest connection in senior management who served on my
association board left GE for medical reasons not too long ago. She lives in the Berkshires and headed
some of their largest business units. I have reached out to her but in the meantime there is a more
direct connection that the Governor may have.
Brackett Denniston is GE's Chief Legal Counsel and former legal counsel to Governor Weld. The Governor may know him from the early
days of the Weld administration. Wouldn't hurt for the Governor to call on Brackett in light of the recent news in Connecticut or just to
touch base since GE still has a large presence in Massachusetts.
Good luck and let me know if I can be of any further help.
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

RE: Raytheon and CT
Monday, June 08, 2015 5:34:00 AM
Looks good. Have Susan print it up and leave it for me for signature.
On CT, they have increased the taxes. Ill see if I can find the email GE sent out to its employees.
You should attempt to figure out who else, in addition to GE, which I have already contacted, we
might want to contact. GE seems very much in play. They may have an interest in coming to
Boston, and Boston has an interest in trying to get them here. I have suggested that to GE. We will
need to consider what we would offer the company my guess is a similar package as Raytheon
(roughly $20k per job). Boston would put together a package as well.
Ill email Boston and copy you. You should be the one that follows up with Boston, and together we
will follow up with GE.
From: Kennealy, Michael (EOHED)

Sent: Sunday, June 07, 2015 8:18 AM
To: Ash, Jay (EOHED)
Subject: Raytheon
Jay,
Hope you're having a good weekend. Attached is what I propose that we send to Raytheon - have had a
few discussions with MOBD and Ricks and I think this is all we can (and should) do. I think we should
discuss and send to Aimee tomorrow if we can.
Mike
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
RE: Raytheon and CT
Monday, June 08, 2015 8:36:00 AM
Sounds great Jay. I got a list from Tim on Friday of major employers in CT and contact info will
start making calls.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From: Ash, Jay (EOHED)

Sent: Monday, June 08, 2015 5:35 AM
Subject: RE: Raytheon and CT
Looks good. Have Susan print it up and leave it for me for signature.
On CT, they have increased the taxes. Ill see if I can find the email GE sent out to its employees.
You should attempt to figure out who else, in addition to GE, which I have already contacted, we
might want to contact. GE seems very much in play. They may have an interest in coming to
Boston, and Boston has an interest in trying to get them here. I have suggested that to GE. We will
need to consider what we would offer the company my guess is a similar package as Raytheon
(roughly $20k per job). Boston would put together a package as well.
Ill email Boston and copy you. You should be the one that follows up with Boston, and together we
will follow up with GE.

Sent: Sunday, June 07, 2015 8:18 AM
Subject: Raytheon
Jay,
Hope you're having a good weekend. Attached is what I propose that we send to Raytheon - have had a
few discussions with MOBD and Ricks and I think this is all we can (and should) do. I think we should
discuss and send to Aimee tomorrow if we can.
Mike
From:
To:
Subject:
Date:
Jim Klocke
jay.ash@state.ma.us
GE
Monday, June 08, 2015 5:03:55 PM
JayWanted to be sure you saw thisIts from GE CEO Jeff Immelt to his colleagues. Connecticut just passed a large business tax
increase, and Immelt has created an in-house team to consider moving their corporate headquarters to another state. If we can
be helpful just let us know.
Jim
Jim Klocke
Executive Vice President
Greater Boston Chamber of Commerce
265 Franklin Street, 12th floor
Boston, MA 02110
617-557-7310 direct
617-227-7505 fax
jklocke@bostonchamber.com
From:
To:
Subject:
Date:
Attachments:
jay.ash@state.ma.us
Jim Klocke
RE: GE
Monday, June 08, 2015 9:21:32 PM
image001.jpg
Thx. We're on it. Wow are they livid!
-------- Original message -------From: Jim Klocke <JKlocke@bostonchamber.com>

Date: 06/08/2015 5:03 PM (GMT-05:00)
Subject: GE
JayWanted to be sure you saw thisIts from GE CEO Jeff Immelt to his colleagues. Connecticut just passed a large
business tax increase, and Immelt has created an in-house team to consider moving their corporate headquarters to another
state. If we can be helpful just let us know.
Jim
Jim Klocke
Executive Vice President
265 Franklin Street, 12th floor
Boston, MA 02110
617-557-7310 direct
617-227-7505 fax
jklocke@bostonchamber.com
ge-relocation-letter-connecticut-jeff-immelt.jpg (642642)
From:
To:
Cc:
Subject:
Date:
Wehrs, Brianna (GOV)

Ash, Jay (EOHED)
Saia, Susan (EOHED); Povich, Lon (GOV)
Call with Gov
Thursday, June 11, 2015 10:31:13 AM
Secretary Ash,
Would you be available for a phone call with the Governor and Lon to discuss GE today?
Please let me know if you might be available at 2:30pm or 4:30pm.
Thank you,
Brianna
Brianna Wehrs
Scheduling Director and Executive Assistant to Governor Charlie Baker
State House, Room 360
Boston, MA 02133
617-725-4000
brianna.wehrs@massmail.state.ma.us
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

Wehrs, Brianna (GOV); Ash, Jay (EOHED)
RE: Call with Gov
315?
-------- Original message -------From: "Wehrs, Brianna (GOV)" <brianna.wehrs@MassMail.State.MA.US>

Date: 06/11/2015 10:31 AM (GMT-05:00)
Cc: "Saia, Susan (EOHED)" <ssaia@MassMail.State.MA.US>, "Povich, Lon (GOV)"
<lon.povich@MassMail.State.MA.US>
Subject: Call with Gov
Secretary Ash,
Thank you,
Brianna
Brianna Wehrs
Boston, MA 02133
617-725-4000
From:
To:
Cc:
Subject:
Date:

Ash, Jay (EOHED)
RE: Call with Gov
Hes available between 2:15pm 3:15pm, 4:00pm 5:30pm or 6:00pm 6:30pm. Are you available
during any of those times?

Sent: Thursday, June 11, 2015 10:48 AM
To: Wehrs, Brianna (GOV); Ash, Jay (EOHED)
Cc: Saia, Susan (EOHED); Povich, Lon (GOV)
Subject: RE: Call with Gov
315?

Date: 06/11/2015 10:31 AM (GMT-05:00)
Secretary Ash,
Thank you,
Brianna
Brianna Wehrs
Boston, MA 02133
617-725-4000
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

Wehrs, Brianna (GOV); Ash, Jay (EOHED)
RE: Call with Gov
Got it. 4?

Date: 06/11/2015 10:49 AM (GMT-05:00)

315?

Date: 06/11/2015 10:31 AM (GMT-05:00)
Secretary Ash,

Thank you,
Brianna
Brianna Wehrs
Boston, MA 02133
617-725-4000
From:
To:
Cc:
Subject:
Date:

Ash, Jay (EOHED)
RE: Call with Gov
That works. I sent a calendar invite the call at 4:00pm today. Thank you!

Got it. 4?

Date: 06/11/2015 10:49 AM (GMT-05:00)

315?

Date: 06/11/2015 10:31 AM (GMT-05:00)

Secretary Ash,
Thank you,
Brianna
Brianna Wehrs
Boston, MA 02133
617-725-4000
From:
To:
Subject:
Date:

Sabella, Kristen J (EOHED)
RE: GE
Friday, June 12, 2015 1:43:00 PM
Thanks!
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From: Sabella, Kristen J (EOHED)

To: Wilkerson, Timothy (EOHED); Kennealy, Michael (EOHED)
Subject: GE
Per the Monday am staff mtg.
http://www.nationalreview.com/article/419435/ge-considering-leaving-connecticut-overdemocrats-tax-hikes-mark-antonio-wright
Kristen J. Sabella
Deputy Director of Policy & Communications
Executive Office of Housing and Economic Development
E: Kristen.j.Sabella@state.ma.us
P: 617-788-3604
C: 617-352-8437
From:
To:
Subject:
Date:
John Regan
Ash, Jay (EOHED)
FW: Immelt Today on GE Move: Searching for a Big City in a Growth Oriented State.
Sunday, June 14, 2015 2:57:42 PM
Jay, have picked up some important info on the GE front... give a call
when you can. Cell is best, 617-834-6055
Immelt Today on GE Move: Searching for a Big City in a Growth Oriented
State.
by Kevin Rennie
GE chief executive Immelt Saturday confirmed GEs interest in leaving
Connecticut, Daily Ructions has learned. Immelt was a featured speaker
today at Mitt Romneys annual gathering of notables at the Stein Eriksen
Lodge to discuss politics and public policy.
Yes, absolutely, Immelt was heard to say when asked if GE is serious
about finding a new corporate home. Nothing in Democratic Governor Dannel
P. Malloys Friday announcement of tweaks in a pending round of more
punitive tax increases appears to have moved GE off the course it
announced on June 1st. Those changes are more likely to calm restive
Hartford insurance companies Aetna and Travelers. Immelt, a high-profile
business advisor to President Obama, called the business environment in
Connecticut horrible.
Immelts primary criteria is clear: A big city in a growth oriented
state.
From:
To:
Cc:
Subject:
Date:
Attachments:
Peter Abair
jay.ash@state.ma.us
Tim Cummings
Second GE opportunity
Tuesday, June 16, 2015 1:45:03 PM
image001.gif
Dear Secretary Ash - Tim Cummings in Marlboro (cc'ed here) has developed some good intel
regarding a possible second GE opportunity for Massachusetts. I won't recreate Tim's
exchange with Jim Mcguagh - I've included it below. May be a very real project by the looks
of it. Perhaps you or Nam could reach out to Jim on this?
As a Pittsfield guy that once saw 15,000 employed there by GE, it would be great to get some
more of those back in Massachusetts.
BIO is going well.
All the best,
Pete
Sent from my iPhone
-------- Original message -------From: Tim Cummings <tcummings@marlboroughedc.com>

Date:06/05/2015 8:52 AM (GMT-05:00)
To: "Mcgaugh, James (GE Corporate)" <james.mcgaugh@ge.com>
Subject: RE: Think Marlborough!
Jim
Thanks for the feedback. Will do.
Best,
TC
From: Mcgaugh, James (GE Corporate) [mailto:james.mcgaugh@ge.com]

Sent: Friday, June 05, 2015 8:45 AM
To: Tim Cummings
Subject: RE: Think Marlborough!
Tim---thank you. The situation in Connecticut is really unfortunate and, from my
view, was totally avoidable. We communicated our views clearly and early on at
the highest level but they didnt think we were serious. We are. This is being
managed at the most senior levels of the company so I probably wont have any
material insight, but Massachusetts is an attractive state and could be even more
so with Gov. Bakers leadership. You may want to get in a communication
rhythm with Jay Ash or Nam Pham. They may benefit from your experience
dealing with us. Thanks again for checking in. Jim
From: Tim Cummings [mailto:tcummings@marlboroughedc.com]

Sent: Friday, June 05, 2015 8:38 AM
To: Mcgaugh, James (GE Corporate)
Subject: Think Marlborough!
Jim
Hope all is well. This morning while watching Morning Joe I learned GE is
getting more serious about moving its Headquarters out of CT. If this initiative
continues to gain momentum and if the Commonwealth of Massachusetts gets
short listed please, Think Marlborough!
At any rate, Im sure youre busy these days, but hopefully we can make a point
to catch up soon. Maybe, Ill drop by an AIM mtg sometime to say hi. Be
well and enjoy the warm weather that has finally arrived.
All the best,

TC
Tim Cummings
Marlborough Economic Development Corporation
tcummings@marlboroughedc.com
www.marlboroughedc.com
T: 508 229 2010
C: 781 308 3402
Copy of MEDC Logo Small GIF
From:
To:
Date:
Povich, Lon (GOV)

Ash, Jay (EOHED)
Monday, June 22, 2015 9:58:44 AM
Gov asked where we are on GE. Did you speak with Ann? Thanks
Sent from my iPhone
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Povich, Lon (GOV)
RE:
Monday, June 22, 2015 10:01:00 AM
Yes. Spoke on Friday. Nice talk. They are looking at what it is they
want to do, then will be in contact with states. Expect to be able to
have a discussion mid to end of July. Hearing from many. Understand (and
respect) that we are doing this quietly. Expect a process that will get
potential sites done to 10, then a finalist group of 3-5. Will enjoy
talking with us.
-----Original Message----From: Povich, Lon (GOV)
Sent: Monday, June 22, 2015 9:59 AM
Subject:
Gov asked where we are on GE. Did you speak with Ann? Thanks
Sent from my iPhone
From:
To:
Cc:
Subject:
Date:
Jones, Marty
"Rohn, John (GOV)"; Fortier, Breean (GOV); Christopher Goode; Charlie Benway; Dowd, Anne; WatkinsAhern,
Tiffany (GOV); Kennealy, Michael (SEA)
Grimes, Lorrie; Delorier, Meg
Communications & Outreach Plan #2
Wednesday, June 24, 2015 4:20:02 PM
-----Original Message----From: Freudberg, Adam (GOV) [mailto:adam.freudberg@state.ma.us]

Sent: Wednesday, October 08, 2014 9:13 AM
To: Jones, Marty; Dowd, Anne; 'cgoode@rooseveltdc.com'
Subject: Industry and Academia Engagement Plan Draft
Hello. Here is a draft the Tsongas staff and I have started to get something
on paper. Once Charlie is back we will get his feedback too.
Industry and Academia Engagement Plan

Purpose
To build relationships with key industry associations and companies and
those in higher education to:
Partner with the Military Task Force as allies to protect military
installations in Massachusetts. We will do this by building the case and
messaging as to why these groups should care about this and/or how they
benefit from the defense industry being here, highlighting both direct and
indirect economic interests to each industry. We will meet with
organizations outside of the DoD and DHS network as well to show them what
the loss of each installation would mean to them. For example we will show
energy companies what losing a DoD tenant would mean, we will show chambers
of commerces and communities what their members and local restaurants would
lose, and we will get specific examples/stats to make the case. Educate
them about the mission of the Military Task Force.
Encourage them to join the effort in a variety of ways.
o Letters of Support
o Showing up at forums, hearings, and events
o Lobbying elected officials and key decision makers in government and
beyond
o Potentially use this group as those who are asked to donate funding to
the effort once that needs is identified
Outreach Plan
Military Task Force leadership and staff will work together over the coming
months to have a coordinated approach to reach out to all of these
organizations:
Mass Competitive Partnership
New England Council
Massachusetts Business Roundtable
Massachusetts High Tech Leadership Council Massachusetts High Technology
Council Massachusetts Biotechnology Council Massachusetts STEM Advisory
Council Associated Industries of Massachusetts Massachusetts Retailers
Association Massachusetts Association of Chamber of Commerce Executives
(and all individual chambers in and around base communities) National

Defense Industrial Association of New England Top 20 MA DoD and DHS
Contractors: Raytheon, GE, General Dynamics, Textron, Brighton Marine Health
Center, Goodrich, Jacobs Engineering, L-3 Communications, Qinetiq Group, BAE
Systems, Lockheed Martin, Oasis Systems, Medivector Inc., Rolls-Royce Group,
TASC Inc., Dynamics Research Corporation, Odyssey Systems Consulting Group
NSTAR National Grid Vertex EMC Massachusetts Technology
Collaborative Massachusetts Life Sciences Center FFRDCs/Nonprofits:
Draper, MIT Lincoln Labs, MITRE Association of Independent Colleges and
Universities in Massachusetts Harvard MIT WPI UMass and Community
Colleges
Talking Points on Massachusetts Installations and the Military Task Force
We are proud to have a long history of having critical military missions
in our state. We have a diverse mix of Air Force assets at Barnes Air
National Guard Base, Hanscom Air Force Base (the only active duty Air Force
base in New England), Otis Air National Guard Base, Westover Air Reserve
Base, and the 6th Space Warning Station PAVE PAWS. We have critical Army
R&D and Army Reserve sites with Camp Edwards at Joint Base Cape Cod, the
Natick Soldier Systems Center (the only active duty Army base in New
England), and Fort Devens. And we have 22 Army Reserve sites, more than 10
Coast Guard sites, and 42 National Guard armories. All of these sites day
in and day out perform critically important missions to support national
security, domestic security, and technological innovation.
Our bases perform a wide array of functions for Massachusetts and the
nation. All of the work done at our bases are missions and Research and
Development efforts focused on protecting the servicemember and our domestic
and national security. Massachusetts is at the center of groundbreaking
developments, both in terms of modernizing our force and reducing military
spending. Therefore this effort ties in so well with our messages of
innovation and why the Commonwealth is a great place to live, work, and do
business.
The Department of Defense has critical partners in the Commonwealth of
Massachusetts between federal, state, and local officials and all their
connections have to offer. In Massachusetts we have a unique governance
structure to support DoD installations, mission and people. The
Massachusetts Military Asset and Security Strategy Task Force is a
nationwide model for how government officials at all levels support military
bases and their surrounding communities in the areas of workforce training,
infrastructure improvements, environmental and utility savings, housing,
veterans services, and transportation to support the missions and people at
military installations in the Commonwealth. The Governor has tasked all
members of his cabinet and quasi-public agencies to coordinate with the
Congressional Delegation, local government, and industry and academia to
bring all Massachusetts has to offer to DoD.
Our whole-of-government commitment, and alignment with DoD goals to cut
energy consumption and reduce excess infrastructure can lead to great value
to the military as they work through their challenges.
We see this effort as one that protects our economy. With 46,500 jobs and
an annual economic impact of more than $14.2 billion at our six
installations, the loss of any one of them would be devastating.
The actions of the Military Task Force and the states Military Bond Bill
represent the most comprehensive federal-state-local-community partnership
program in the nation, with a demonstrated track record of spending real
money and already showing results.
The Military Task Forces actions complement the Congressional Delegation
and Governor Patricks Administrations already strong commitment and level
of state services to the more than 500,000 veterans and military families
who live in Massachusetts. Massachusetts is the number one state in how much
is spent for veterans services. All military base personnel can take
advantage of these programs as well as our strong network of VA sites.
o We expend more than twice as many resources per veteran as the next
leading state. $173/veteran in Massachusetts, $86/veteran in the #2 state,
$84/veteran in the #3 state.
o Massachusetts is the only state to require a Veterans Service Officer
represent every town.
Massachusetts installations are able to take advantage of a high-quality
workforce, world-class educational institutions, and advanced technological
companies in our high-tech cluster. To prepare for future threats, our
nations military is staying a step ahead by equipping soldiers with modern
resources to stay safe and execute their missions with greater precision.
Massachusetts is at the center of groundbreaking developments, both in terms
of modernizing our force and reducing military spending. We hope that all
of these factors will cause the Department of Defense to think of
Massachusetts when new and innovative cyber security missions, flying
missions, homeland security needs, and other military priorities require a
place to call home.
With over 300 universities within Bostons 90-mile radius, our region has
a unique concentration of brainpower. You cannot replicate that
knowledge-based environment anywhere else in the country. The work of the
people and missions at all military installations in Massachusetts are
supported by all of the Commonwealth's advantages. Massachusetts is first
in the nation in student achievement -- at or near the top in the world in
math and science. Massachusetts is also first in the nation in economic
competitiveness, entrepreneurial activity, health care coverage, veterans
services and energy efficiency. Everything Massachusetts offers our
residents and its spirit of innovation, in turn, supports the militarys
presence. Members of the Armed Services and military families have a great
Commonwealth to live, work, and be educated in.
These are themes weve honed in on in front of senior leaders such as
General Odierno when he visited Natick Labs and General Welsh when he
visited Hanscom and Boston.
Our nation will always confront threats and our military will constantly
need to execute future missions with fewer resources. Unlike any time in
history, the military needs the best minds and talent to help them address
these threats in the face of fiscal constraints. The results of this
partnership and limited amount of strategic investments made by the
Commonwealth of Massachusetts brings unmatched capabilities and benefits for
our armed forces, and serve as a local economic driver and job creator for
our municipalities and regional economies. Massachusetts brings expertise
and a history of innovation to this effort as we continue to be an
enthusiastic and willing partner with our military installations.
Given the Commonwealth's commitment, our high-tech industry base, and the
best universities in the world, there is no reason that we cannot make DoD
sites in Massachusetts the envy of all other installations in the world.
The Ask to Partners to Join the Effort to Protect Military Installations
We hope you too see value in the militarys infrastructure and
partnerships in the Commonwealth. For us to be successful we need your help
and strategic advice. We wanted to first and foremost let you know that we
have this comprehensive effort with top down leadership from elected
officials and numerous officials.
This federal-state-local-industry-academia leadership model will be
consistent with what worked in MA in the 1995 and 2005 BRAC rounds. We are
going all out to fill Senator Kennedys shoes and be smarter and more
efficient on this comprehensive effort to protect our economy. You joining
this effort includes being there with us to tackle the challenges of ongoing
budget cuts, helping DoD innovate, and prepare for the BRAC that will one
day come.
We ask that you help sell our top messages so decision makers hear about
all we have to offer their mission from numerous voices. We want them to
know about our innovation economic and how it directly benefits them. We
want DoD to consider the answer to this question: If the military was
starting from scratch, where would they want to be? We hope that it is a
crystal clear decision that DoD would choose to be in Massachusetts.
We also may call on you in the future to sign letters of support on
initiatives to help our installations, or fill a room if a BRAC or other
commission ever comes to MA for a public hearing.
From:
To:
Subject:
Date:
Attachments:
Klee, Ann (GE, Corporate)

jay.ash@state.ma.us
Project Plum -- RFI
Thursday, July 09, 2015 6:28:59 PM
PROJECT PLUM RFI.docx
Jay,
Attached is a blank version of the RFI. I will send you one that is populated with the information that
we have gathered on Monday (for your validation/correction/amendment), but this will give you
something to start on. As we discussed on the phone, we are interested in the Boston area.
Please let me know if you have any questions. It may make sense for us to schedule a call next week
after you have had a chance to review for us to walk through any questions and we can also discuss
issues that are likely to come up during the discussion at the end of the month, as well as any
expectations regarding your presentation.
Thanks.
ark
PROJECT PLUM: REQUEST FOR INFORMATION
STATE:
COUNTY:
CITY:
#
1.0
Criteria
State/County Data
Units of Measure
1.01 Population
No. of People
1.02 Population Growth 2005-2015
% Growth
1.03
Projected Population Growth 20162020
% Growth
1.04 Domestic migration rate
1.05 Regional diversity rank
Rank
1.06 Size of Labor force within County
% of Population & No.

of People
1.07 Real Estate Foreclosure Rate
2014 HUD rate
1.08
Median Home Value (and basis for

estimate)
2015 USD
1.09
Median Rent (Cost per Calendar

Month)
2015 USD
1.10 Median Household Income

1.11
Increase in Household Income 20102015
1.12 Per Capita Income
2015 USD
2015 USD
2015 USD
1.13
Percent Below 100% Federal Poverty

Level
Percentage of
Workforce
1.14
Drug Abuse / Sale / Possession

Statistics (per UCR program)
Per 100K Population
1.15
Top 2 School Districts including State

Rank
District & Rank
1.16 Unemployment Rate
Response
% & No. of Persons

Affected
1|Page
1.17 2010-2015 Increase in Employment

Cost of Living Index (closest urban
area)
Commercial real estate average cost
1.19
per foot
County & State: Standard & Poor
1.20
Bond Rating
1.18
1.21
Business friendliness ranking (CNBC

& Forbes)
Name and # of Fortune 1000

1.22 companies in nearest metropolitan
area
History of Natural Disasters (Last 10
Years)
% / Total Number of
Jobs
US Census Bureau
2015 USD
Name(s)
1.23
2.0
2.01
2.02
2.03
2.04
2.05
2.06
2.07
3.0
Tax Considerations
Total (all applicable jurisdictions)
millage rate for business real and
personal property
Assessment ratio for business real
and personal property
Local Business Tax
Local Personal Income Tax
Local Sales Tax Rate (if applicable)
State personal Income Tax
State corporate Income Tax Rank
Workforce/Talent
Number
Percentage
Yes or No
Yes or No
Yes or No
If Yes, %
Rank
3.01 Average Age of Population
Age in Years
3.02 Population Age 18-45
Percentage of
Workforce
3.03
Age 18 & Over Enrolled in College /

Graduate School
Percent of population with high

3.04 school degree or higher (Includes
Equivalency)
Percent of population with
bachelor's degree or Higher
# of accredited universities with
3.06
campuses in potential city
3.05
Percentage of
Workforce
Percentage of
Workforce
Percentage of
Workforce
# and Name of City(ies)
2|Page
Enrollment Size of University or

College in above question
4.0 Quality of Life
No. of Local Health Systems
4.01 Providers (i.e. Trident, TriHealth,
Kaiser, etc.)
Primary Care Doctor-to-Population
4.02
Ratio
# of ranked hospitals in the metro
4.03
area
3.07
4.04
# of Full /Part Time

Students
Provide Number &
Description
Per 1,000 Residents
#
# Specialty Health Care Facilities (e.g.

#
Cancer, NICU)
4.05 Major (Felony) Crime Rate
Per 100,000 Residents
4.06 Average annual high temperature
Degrees in F
4.07 Average annual low temperature
Degrees in F
4.08 Average days with rainfall
4.09 Gallup wellbeing score
4.10 # of professional sports teams
4.11 Forbes coolness ranking
Rank
5.0
Transportation
Distance to nearest major
5.01
International Airport
Distance to additional airports
5.02 (domestic, civil aviation,
international)
Miles
Miles
5.03 # of direct flights to domestic cities
# of cities & flights
5.04 Direct flights to Europe
5.05 Direct flights to Latin America
5.06 Direct flights to Asia
Public transportation systems

ranking
Rank
5.08 Inrix traffic scorecard ranking
Rank
5.07
3|Page
6.0 Incentives
6.01 Available incentive packages
Please describe
4|Page
From:
To:
Subject:
Date:
Attachments:

jay.ash@state.ma.us
Project Plum -- Boston RFI
Tuesday, July 14, 2015 9:52:11 AM
Boston RFI - Plum.docx
Jay,
As promised, Ive attached a version of the RFI for Boston that includes the information that we have
gathered during our internal due diligence. Please feel free to amend and supplement as
appropriate. I would also be happy to set up a call with you and your team over the next week to
answer any questions you have and/or discuss the RFI and your presentation at the end of the
month.
Regards,
ann

STATE: Massachusetts
COUNTY: Suffolk County
CITY: Boston
#
1
Criteria
Units of Measure
Response
State/County Data
1.01
Population
No. of People
4.7 Million in Boston-Cambridge-Newton metro area as of 2013 (US Census

Bureau)
1.02
Population Growth
2005-2015
% Growth
2.6% growth in Boston-Cambridge-Newton metro area from 2010 to 2013

(US Census Bureau)
1.03
Projected Population
Growth 2016-2020
% Growth
1.04
Domestic migration
rate
2.3% migration from Massachusetts to other US states at % of population

in 2013 (US Census Bureau)
1.05
Regional diversity rank
Rank
Boston ranked # 32 in Wallethub's 2015 study of cities with most and least
ethno-racial and linguistic diversity
1.06
Size of Labor force

within County
% of Population &
No. of People
1.07
Real Estate Foreclosure

Rate
2014 HUD rate
1.08
Median Home Value

(and basis for estimate)
2015 USD
1.09
Median Rent (Cost per

Calendar Month)
2015 USD
1.1
Median Household
Income
2015 USD
1.11
Increase in Household
Income 2010-2015
2015 USD
1.12
Per Capita Income
2015 USD
Percent Below 100%

Federal Poverty Level
Drug Abuse / Sale /
Possession Statistics
(per UCR program)
Top 2 School Districts
including State Rank
Percentage of
Workforce
1.13
1.14
1.15
$389.8K 2014 median home value in Boston-Cambridge-Newton metro

area (National Association of Realtors)
$83,867 median household income in Massachusetts from 2011-2013 (US

Census Bureau)
Per 100K
Population
District & Rank
1.16
Unemployment Rate
% & No. of Persons

Affected
1.17
2010-2015 Increase in
Employment
% / Total Number
of Jobs
1.18
Cost of Living Index

(closest urban area)
US Census Bureau
1.19
Commercial real estate

average cost per foot
2015 USD
3.8% unemployment as of April '15 in Boston-Cambridge-Newton metro

area (Bureau of labor statistics)
Cost of living index of 132.5 as of 2010 in Boston-Cambridge-Newton

metro area (US Census Bureau)
1.2
1.21
1.22
1.23
2
2.01
2.02
County & State:

Standard & Poor Bond
Rating
Business friendliness
ranking (CNBC &
Forbes)
Name and # of Fortune
1000 companies in
nearest metropolitan
area
History of Natural
Disasters (Last 10
Years)
State rated AA+ by S&P in 2014
State ratings: CNBC 2015: 7 | Forbes 2014: 13
Name(s)
Tax Considerations
Total (all applicable
jurisdictions) millage
rate for business real
Assessment ratio for
business real and
personal property
Number
Percentage
2.03
Local Business Tax
Yes or No
2.04
Local Personal Income

Tax
Yes or No
2.05
Local Sales Tax Rate (if

applicable)
Yes or No
2.06
State personal Income

Tax
If Yes, %
State income tax based on $50K salary: 5.2%
2.07
State corporate Income

Tax Rank
Rank
Ranked # 24 in 2015 by taxfoundation.org
Workforce/Talent
3.01
Average Age of
Population
Age in Years
3.02
Population Age 18-45
Percentage of
Workforce
3.03
3.04
3.05
3.06
3.07
Age 18 & Over Enrolled

in College / Graduate
School
Percent of population
with high school
degree or higher
(Includes Equivalency)
with bachelor's degree
or Higher
# of accredited
universities with
campuses in potential
city
Enrollment Size of
University or College in
above question
Percentage of
Workforce
Percentage of
Workforce
90.6% of population in Boston-Cambridge-Newton metro area with high

school degree or higher
Percentage of
Workforce
43% of population in Boston-Cambridge-Newton metro area with

bachelors degree or higher
# and Name of
City(ies)
Students
4.01
4.02
4.03
4.04
4.05
Quality of Life
No. of Local Health
Systems Providers (i.e.
Trident, TriHealth,
Kaiser, etc.)
Primary Care Doctorto-Population Ratio
# of ranked hospitals in
the metro area
# Specialty Health Care
Facilities (e.g. Cancer,
NICU)
Major (Felony) Crime
Rate
Provide Number &

Description
Per 1,000 Residents
#
17 nationally or regionally ranked hospitals in Boston-Cambridge-Newton

metro area
#
Per 100,000
Residents
4.06
Average annual high

temperature
Degrees in F
Average high 59 degrees based on weather data collected from 1981 to

2010 by the NOAA National Climatic Data Center
4.07
Average annual low

temperature
Degrees in F
Average low 44 degrees based on weather data collected from 1981 to

4.08
Average days with

rainfall
Average 127 days based on weather data collected from 1971 to 2000 by
the National Oceanic and Atmospheric Administration (NOAA)
4.09
Gallup wellbeing score
State rank in 2014 Gallup Wellbeing index: 17
4.1
# of professional sports
teams
5 major league sports teams in urban area
4.11
Forbes coolness
ranking
Rank
Ranking: 9
Transportation
Miles
10 miles to Boston Logal International
5.01
5.02
5.03
Distance to nearest
major International
Airport
Distance to additional
airports (domestic, civil
aviation, international)
# of direct flights to
domestic cities
Miles
73 direct domestic cities at Boston Logal International
5.04
Direct flights to Europe
5.05
Direct flights to Latin

America
5.06
Direct flights to Asia
5.07
Public transportation
systems ranking
Rank
Ranked # 34 metro area for public transportation by Brookings.com
5.08
Inrix traffic scorecard

ranking
Rank
Ranked # 9 by Inrix (lower numbers reflect worse traffic commute)
6
6.01
Incentives
Available incentive
packages
Please describe
From:
To:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

Kennealy, Michael (EOHED); Pham, Nam (EOHED)
FW: Project Plum -- Boston RFI
Tuesday, July 14, 2015 12:01:00 PM
FYI
From: Klee, Ann (GE, Corporate) [mailto:Ann.Klee@ge.com]

Sent: Tuesday, July 14, 2015 9:52 AM
Subject: Project Plum -- Boston RFI
Jay,
month.
Regards,
ann

CITY: Boston
#
1
Criteria
Units of Measure
Response
State/County Data
1.01
Population
No. of People

Bureau)
1.02
Population Growth
2005-2015
% Growth

(US Census Bureau)
1.03
Growth 2016-2020
% Growth
1.04
Domestic migration
rate

1.05
Rank
1.06
Size of Labor force

within County
% of Population &
No. of People
1.07

Rate
2014 HUD rate
1.08
Median Home Value

2015 USD
1.09

Calendar Month)
2015 USD
1.1
Median Household
Income
2015 USD
1.11
Income 2010-2015
2015 USD
1.12
Per Capita Income
2015 USD
Percent Below 100%

Drug Abuse / Sale /
(per UCR program)
Percentage of
Workforce
1.13
1.14
1.15


Census Bureau)
Per 100K
Population
District & Rank
1.16
Unemployment Rate
% & No. of Persons

Affected
1.17
Employment
% / Total Number
of Jobs
1.18

US Census Bureau
1.19

2015 USD


1.2
1.21
1.22
1.23
2
2.01
2.02
County & State:

Rating
ranking (CNBC &
Forbes)
1000 companies in
area
History of Natural
Disasters (Last 10
Years)
Name(s)
Tax Considerations
business real and
personal property
Number
Percentage
2.03
Local Business Tax
Yes or No
2.04

Tax
Yes or No
2.05

applicable)
Yes or No
2.06

Tax
If Yes, %
2.07

Tax Rank
Rank
Workforce/Talent
3.01
Average Age of
Population
Age in Years
3.02
Percentage of
Workforce
3.03
3.04
3.05
3.06
3.07

School
with high school
degree or higher
or Higher
# of accredited
universities with
city
Enrollment Size of
above question
Percentage of
Workforce
Percentage of
Workforce

Percentage of
Workforce

# and Name of
City(ies)
Students
4.01
4.02
4.03
4.04
4.05
Quality of Life
No. of Local Health
Trident, TriHealth,
Kaiser, etc.)
the metro area
NICU)
Rate
Provide Number &

Description
Per 1,000 Residents
#

metro area
#
Per 100,000
Residents
4.06
Average annual high

temperature
Degrees in F

4.07
Average annual low

temperature
Degrees in F

4.08
Average days with

rainfall
4.09
4.1
teams
4.11
Forbes coolness
ranking
Rank
Ranking: 9
Transportation
Miles
5.01
5.02
5.03
Distance to nearest
major International
Airport
domestic cities
Miles
5.04
5.05

America
5.06
5.07
systems ranking
Rank
5.08

ranking
Rank
6
6.01
Incentives
Available incentive
packages
Please describe
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Kadish, Steven (GOV); Watkins Ahern, Tiffany (GOV); Conroy, Jim (GOV)
RE: Gov. Baker discussion / MA business expansion
Friday, July 17, 2015 5:35:00 PM
Ill get a rundown we had an earlier discussion about Genworth, but, frankly, I didnt spend a lot of
time on it. Be back in touch soon.
From: Kadish, Steven (GOV)

Sent: Friday, July 17, 2015 3:13 PM
To: Ash, Jay (EOHED); Watkins Ahern, Tiffany (GOV); Conroy, Jim (GOV)
Subject: FW: Gov. Baker discussion / MA business expansion
Sec Ash what do you think?
From: Tim Powers [mailto:tim@artemisdc.com]

Sent: Friday, July 17, 2015 8:14 AM
To: Kadish, Steven (GOV)
Cc: Dennis LaGanza
Subject: Gov. Baker discussion / MA business expansion
Steve -I hope this finds you and the the rest of "team Baker" doing well. I was sorry that you and
others on the senior staff could not make the RGA retreat in CA last week -- but it makes us
proud to have a GOP Governor in MA!
I wanted to drop you a quick note to request a few minutes (5-10 minutes) with Governor
Baker when he is in Washington on July 28th (this could be a scheduled meeting, or a a few
minutes before or following the RGA lunch meeting). This meeting would include myself
and Dennis LaGanza, head of State Government Relations for Genworth Financial.
Here is the background: Genworth is a longtime client that was established in 2004 as the
result of a spinoff of several business operations of GE Financial. They are a leader in what
may be called the "life security" business -- largely in the areas of life, long-term care (LTC)
and mortgage insurance. Genworth would like to resume its operations in MA, which they
were forced to abandon under Gov. Patrick's heavily regulatory approach in the state.
Recently, Genworth has renewed conversations with MA Insurance Commissioner Judson and
Consumer Affairs Undersecretary Chapman to bring them up to speed. Genworth CEO Tom
McInerney, who met with Gov. Patrick in an effort to reach a resolution, would like to
schedule a September meeting with Gov. Baker to bring him up to speed to explore a pathway
forward that would restore a more business-friendly environment. Our short discussion
would be in anticipation of scheduling that meeting, to give Governor Baker a quick synopsis
of the matter, and answer any questions he might have.
If you would like to discuss further, please feel free to call me directly at 202-359-6871. I
look forward to hearing back from you in advance of the upcoming travel to Washington.
Regards,
Tim
-Timothy F. Powers
Co-Chairman
Artemis Strategies
10 G Street NE
Suite 601
Washington, DC 20002
tim@artemisdc.com
202.783.1080 (O)
202.359.6871 (C)
***************** CONFIDENTIALITY NOTICE *******************

This e-mail message, including any attachments, from the sender should be considered as PROPRIETARY and may contain information that is PRIVILEGED and
CONFIDENTIAL. If you are not an intended recipient, you are hereby notified that any dissemination of this message is strictly prohibited. If you have received this
message in error, please do not read, copy or forward this message. Please permanently delete all copies and any attachments and notify the sender immediately by
reply email.
From:
To:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

"Mike Kennealy"
FW: Joint Letter Regarding FAS 109
Friday, July 17, 2015 5:39:00 PM
image003.png
Joint Letter_FY16 Budget Compromise_7-17-15.pdf
For our GE package
From: JD Chesloff [mailto:jdchesloff@maroundtable.com]

Subject: FW: Joint Letter Regarding FAS 109
Mr. Secretary
I know that you were instrumental in this. Just wanted to say thanks. This was a big dealmuch
appreciated.
JD
JD Chesloff
Executive Director
141 Tremont Street, 5th Floor
Boston, MA 02111
617-728-0881
From: Andrea DAttilio On Behalf Of Eileen McAnneny

To: Kadish, Steven (GOV); Stan.Rosenberg@masenate.gov; Robert.DeLeo@mahouse.gov
Cc: Natasha.perez@masenate.gov; David.sullivan@masenate.gov; Beth.Chianca@mahouse.gov
Subject: Joint Letter Regarding FAS 109
Attached please find a letter from the Massachusetts Taxpayers Foundation, Associated Industries of
Massachusetts, the Greater Boston Chamber of Commerce and the Massachusetts Business
Roundtable applauding Governor Baker, Senate President Rosenberg and House Speaker DeLeo for
their leadership in reaching an agreement on the FAS 109 deduction while maintaining the increase
in the states EITC.
Eileen McAnneny, President

Massachusetts Taxpayers Foundation
333 Washington Street, Suite 853
Boston, MA 02108
617-720-1000
emcanneny@masstaxpayers.org
@masstaxpayersfd
July 17, 2015

His Excellency Charlie Baker
Governor
Commonwealth of Massachusetts
State House Room 280
Boston, MA 02133
The Honorable Stanley C. Rosenberg
President of the Senate
Boston, MA 02133
The Honorable Robert A. DeLeo
Speaker of the House
Boston, MA 02133
Dear Governor Baker, Senate President Rosenberg and Speaker DeLeo:

As representatives of the states business community, we applaud you for finding a solution that both
preserves the intent of the 2008 agreement on the FAS 109 deduction and extends tax relief to the states
hard working residents by raising the states Earned Income Tax Credit.
This agreement provides certainty for the states businesses regarding the FAS 109 deduction for several
years, and such predictability is critical for economic growth and business development. We are grateful
for your recognizing this, for the collaborative manner you brought to these discussions, and for the hard
work of your dedicated staff.
Thank you again for listening to our concerns and working towards a compromise that all can support.
Sincerely,
Eileen McAnneny
President
Rick Lord
President & CEO
Associated Industries of Massachusetts
James E. Rooney
President & CEO
JD Chesloff
Executive Director
cc:
The Honorable Karen E. Spilka, The Honorable Brian S. Dempsey
From:
To:
Subject:
Date:
Attachments:

Pham, Nam (EOHED); Servetnick, Adrian (EOHED)
Monday, July 20, 2015 4:13:00 PM
Nam, Adrian,
I wanted to send this along and ensure that we are all on the same page re: Project Project
Nams office is going to fill out the attached RFI so that we can provide GE with all the data
points they are requesting. We should send this to them ahead of the meeting, say Monday
of next week so, Nam, can MOBD fill this out and send it back to me by end of day
Wednesday? This will also help with . . .
Adrian is creating the presentation deck that we will use in the meeting this will cover a
bunch of topics discussed with Jay today plus, Nam, I will include some content from the
EDIP slides. Adrian, please take a look at their requested data points, and if any of these
prompt ideas for slides or other analysis lets discuss.
Adrian - Nam also said that there is a researcher in his office who has access to all sorts of
data; so if any of the interns run into roadblocks or need help they should reach out to
MOBD. Nam, who is the person you are thinking of?
Any questions please let me know.
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Sent: Tuesday, July 14, 2015 12:01 PM
To: Kennealy, Michael (EOHED); Pham, Nam (EOHED)
Subject: FW: Project Plum -- Boston RFI
FYI

Jay,
month.
Regards,
ann

CITY: Boston
#
1
Criteria
Units of Measure
Response
State/County Data
1.01
Population
No. of People

Bureau)
1.02
Population Growth
2005-2015
% Growth

(US Census Bureau)
1.03
Growth 2016-2020
% Growth
1.04
Domestic migration
rate

1.05
Rank
1.06
Size of Labor force

within County
% of Population &
No. of People
1.07

Rate
2014 HUD rate
1.08
Median Home Value

2015 USD
1.09

Calendar Month)
2015 USD
1.1
Median Household
Income
2015 USD
1.11
Income 2010-2015
2015 USD
1.12
Per Capita Income
2015 USD
Percent Below 100%

Drug Abuse / Sale /
(per UCR program)
Percentage of
Workforce
1.13
1.14
1.15


Census Bureau)
Per 100K
Population
District & Rank
1.16
Unemployment Rate
% & No. of Persons

Affected
1.17
Employment
% / Total Number
of Jobs
1.18

US Census Bureau
1.19

2015 USD


1.2
1.21
1.22
1.23
2
2.01
2.02
County & State:

Rating
ranking (CNBC &
Forbes)
1000 companies in
area
History of Natural
Disasters (Last 10
Years)
Name(s)
Tax Considerations
business real and
personal property
Number
Percentage
2.03
Local Business Tax
Yes or No
2.04

Tax
Yes or No
2.05

applicable)
Yes or No
2.06

Tax
If Yes, %
2.07

Tax Rank
Rank
Workforce/Talent
3.01
Average Age of
Population
Age in Years
3.02
Percentage of
Workforce
3.03
3.04
3.05
3.06
3.07

School
with high school
degree or higher
or Higher
# of accredited
universities with
city
Enrollment Size of
above question
Percentage of
Workforce
Percentage of
Workforce

Percentage of
Workforce

# and Name of
City(ies)
Students
4.01
4.02
4.03
4.04
4.05
Quality of Life
No. of Local Health
Trident, TriHealth,
Kaiser, etc.)
the metro area
NICU)
Rate
Provide Number &

Description
Per 1,000 Residents
#

metro area
#
Per 100,000
Residents
4.06
Average annual high

temperature
Degrees in F

4.07
Average annual low

temperature
Degrees in F

4.08
Average days with

rainfall
4.09
4.1
teams
4.11
Forbes coolness
ranking
Rank
Ranking: 9
Transportation
Miles
5.01
5.02
5.03
Distance to nearest
major International
Airport
domestic cities
Miles
5.04
5.05

America
5.06
5.07
systems ranking
Rank
5.08

ranking
Rank
6
6.01
Incentives
Available incentive
packages
Please describe
From:
To:
Subject:
Date:

Servetnick, Adrian (EOHED)
RE: Project Plum -- Boston RFI
Tuesday, July 21, 2015 11:47:00 AM
Definitely, thanks
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From: Servetnick, Adrian (EOHED)

Subject: RE: Project Plum -- Boston RFI
US News & World Report just released its annual honor roll of America's best hospitals and two Partners
institutions, Massachusetts General and Brigham and Women's, ranked No. 1 and No. 6, respectively.
(A slide-show of the top 15 is here.)
Something to include?

Sent: Monday, July 20, 2015 4:13 PM
To: Pham, Nam (EOHED); Servetnick, Adrian (EOHED)
Nam, Adrian,
Nams office is going to fill out the attached RFI so that we can provide GE with all the data
Adrian is creating the presentation deck that we will use in the meeting this will cover a
Adrian - Nam also said that there is a researcher in his office who has access to all sorts of
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

FYI

Jay,
month.
Regards,
ann
From:
To:
Subject:
Date:
Hi Karen,

karen.kulish@ge.com
Confirming meeting
Wednesday, July 22, 2015 8:14:38 AM
I'm responding to your email to Jay yesterday to reconfirm our meeting next week - we are looking forward to it. I will send the
complete attendee list and bios either today or tomorrow. Additionally, I'll try to reach you in the next day or soto ask a few
questions.
Thank you, and all the best,

Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:

Pham, Nam (EOHED); Quinlin, Michael (MOTT)
Wednesday, July 22, 2015 5:32:00 PM
Nam, Michael thank you. Question how and when can we get the remaining items filled in?
Best,
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From: Pham, Nam (EOHED)

Sent: Wednesday, July 22, 2015 4:55 PM
Please see the attached.
From: Quinlin, Michael (MOTT)

To: Pham, Nam (EOHED)
Nam,
Ive added data to this file, youll see the new material in red, just so you can differentiate from the
existing info from Monday.
I see the deadline is this afternoon so Im sending what I have to date.
If the HED crew need me to track down anything else, let me know and I can do that.
Thanks,
Mike

To: Quinlin, Michael (MOTT)
Hi Mike,
Can you help with this information? Thanks
Best Regards,
Nam Pham
Assistant Secretary of Business Development & International Trade

Massachusettts Executive Office of Housing & Economic Development
10 Park Plaza, Boston, MA 02116
617-352-8435 (Cell)

To: Pham, Nam (EOHED) <nam.pham@MassMail.State.MA.US>; Servetnick, Adrian (EOHED)
<Adrian.Servetnick@MassMail.State.MA.US>
Nam, Adrian,
- Nams office is going to fill out the attached RFI so that we can provide GE with all the data
- Adrian is creating the presentation deck that we will use in the meeting this will cover a
- Adrian - Nam also said that there is a researcher in his office who has access to all sorts of

Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

FYI

Jay,
month.
Regards,
ann
From:
To:
Subject:
Date:

Pham, Nam (EOHED); Quinlin, Michael (MOTT)
Best,
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762


Nam,
Thanks,
Mike

Hi Mike,
Best Regards,
Nam Pham

617-352-8435 (Cell)

Nam, Adrian,

Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

FYI

Jay,
month.
Regards,
ann
From:
To:
Subject:
Date:

Pham, Nam (EOHED)
RE: Project Project
Can you or she confirm that she can make it and send me a bio ASAP? GE folks want bios.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Sent: Wednesday, July 22, 2015 7:51 AM
Subject: RE: Project Project
No - DiStephano, sorry.

we have 2 Maria. You mean our RD for Southeastern, Maria Marasco?
-------- Original message -------From: "Kennealy, Michael (EOHED)" <Michael.kennealy@MassMail.State.MA.US>

Date: 07/21/2015 3:58 PM (GMT-05:00)
To: "Pham, Nam (EOHED)" <nam.pham@MassMail.State.MA.US>
Subject: Project Project
Nam,
Jay suggested that Maria join us for the trip to CT on 7/30 can you see if she can make it?
Mike
Mike Kennealy

Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:

Kirk, Carolyn (EOHED)
Bio for GE
Hi Carolyn, I should send these tomorrow can you send yours to me?
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:

Quinlin, Michael (MOTT)
Michael, another question for you do you have any sort of presentation deck to market
Massachusetts as a place to live and do business? Need something like this ASAP for a business
development prospect.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

To: Pham, Nam (EOHED); Quinlin, Michael (MOTT)
Best,
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762


Nam,
Thanks,
Mike

Hi Mike,
Best Regards,
Nam Pham

617-352-8435 (Cell)

Nam, Adrian,
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

FYI

Jay,

month.
Regards,
ann
From:
To:
Cc:
Subject:
Date:
Michael.kennealy@MassMail.State.MA.US
Pham, Nam (EOHED)
Re: Project Plum -- Boston RFI
Ok thanks
Mike Kennealy
> On Jul 22, 2015, at 6:23 PM, Quinlin, Michael (MOTT)
> <michael.quinlin@MassMail.State.MA.US> wrote:
>
> Hi Mike,
>
> I can work on the remaining info on Thursday morning.
>
> Mike
> ________________________________________
> From: Kennealy, Michael (EOHED)
> Sent: Wednesday, July 22, 2015 5:32 PM
> To: Pham, Nam (EOHED); Quinlin, Michael (MOTT)
> Subject: RE: Project Plum -- Boston RFI
>
> Nam, Michael thank you. Question how and when can we get the
> remaining items filled in?
>
> Best,
> Mike
>
> Mike Kennealy
> Assistant Secretary for Business Growth
> The Commonwealth of Massachusetts
> Executive Office of Housing & Economic Development
> One Ashburton Place, Room 2101
> Boston, MA 02108
> Office: 617-788-3640
> Cell: 617-634-4762
> michael.kennealy@state.ma.us<mailto:michael.kennealy@state.ma.us>
>
> From: Pham, Nam (EOHED)
> To: Kennealy, Michael (EOHED)
> Subject: FW: Project Plum -- Boston RFI
>
> Please see the attached.
>
> From: Quinlin, Michael (MOTT)
> To: Pham, Nam (EOHED)
>
> Nam,
>
> Ive added data to this file, youll see the new material in red, just so
> you can differentiate from the existing info from Monday.
>
> I see the deadline is this afternoon so Im sending what I have to date.
>
> If the HED crew need me to track down anything else, let me know and I can
> do that.
>
> Thanks,
>
> Mike
>
>
> Sent: Monday, July 20, 2015 9:21 PM
> To: Quinlin, Michael (MOTT)
>
> Hi Mike,
>
> Can you help with this information? Thanks
>
> Best Regards,
>
> Nam Pham
>
> Assistant Secretary of Business Development & International Trade
> Massachusettts Executive Office of Housing & Economic Development
> 10 Park Plaza, Boston, MA 02116
>
> 617-352-8435 (Cell)
>
>
> <nam.pham@MassMail.State.MA.US<mailto:nam.pham@MassMail.State.MA.US>>;
> Servetnick, Adrian (EOHED)
> <Adrian.Servetnick@MassMail.State.MA.US<mailto:Adrian.Servetnick@MassMail.State.MA.US>>
>
> Nam, Adrian,
>
> I wanted to send this along and ensure that we are all on the same page
> re: Project Project
>
>
> - Nams office is going to fill out the attached RFI so that we
> can provide GE with all the data points they are requesting. We should
> send this to them ahead of the meeting, say Monday of next week so, Nam,
> can MOBD fill this out and send it back to me by end of day Wednesday?
> This will also help with . . .
>
> - Adrian is creating the presentation deck that we will use in
> the meeting this will cover a bunch of topics discussed with Jay today
> plus, Nam, I will include some content from the EDIP slides. Adrian,
> please take a look at their requested data points, and if any of these
> prompt ideas for slides or other analysis lets discuss.
>
> - Adrian - Nam also said that there is a researcher in his office
> who has access to all sorts of data; so if any of the interns run into
> roadblocks or need help they should reach out to MOBD. Nam, who is the
> person you are thinking of?
>
> Any questions please let me know.
>
> Mike
>
> Mike Kennealy
> Boston, MA 02108
> Office: 617-788-3640
> Cell: 617-634-4762
>
> From: Ash, Jay (EOHED)
> Sent: Tuesday, July 14, 2015 12:01 PM
> To: Kennealy, Michael (EOHED); Pham, Nam (EOHED)
>
> FYI
>
> From: Klee, Ann (GE, Corporate) [mailto:Ann.Klee@ge.com]
> Sent: Tuesday, July 14, 2015 9:52 AM
> To: Ash, Jay (EOHED)
> Subject: Project Plum -- Boston RFI
>
> Jay,
>
> As promised, Ive attached a version of the RFI for Boston that includes
> the information that we have gathered during our internal due diligence.
> Please feel free to amend and supplement as appropriate. I would also be
> happy to set up a call with you and your team over the next week to answer
> any questions you have and/or discuss the RFI and your presentation at the
> end of the month.
>
> Regards,
>
> ann
>
From:
To:
Subject:
Date:
Have already spoken with Susan but if you can check MOTT that would be
great.
Mike Kennealy
> <michael.quinlin@MassMail.State.MA.US> wrote:
>
> Hi Mike,
>
> Most of the presentation decks we developed (in the past administration)
> had to do with tourism, not so much business development.
>
> Two suggestions:
>
> I can look at the MOTT decks first thing on Thursday and see if we can
> knit something together.
>
> We can also ask Susan Houston of MassEcon, who likely has something along
> these lines.
>
> Thanks,
>
> Mike
> ________________________________________
>
> Michael, another question for you do you have any sort of presentation
> deck to market Massachusetts as a place to live and do business? Need
> something like this ASAP for a business development prospect.
>
> Mike Kennealy
> Boston, MA 02108
> Office: 617-788-3640
> Cell: 617-634-4762
>
>
> remaining items filled in?

>
> Best,
> Mike
>
> Mike Kennealy
> Boston, MA 02108
> Office: 617-788-3640
> Cell: 617-634-4762
>
>
>
>
> Nam,
>
> Ive added data to this file, youll see the new material in red, just so
> you can differentiate from the existing info from Monday.
>
>
> If the HED crew need me to track down anything else, let me know and I can
> do that.
>
> Thanks,
>
> Mike
>
>
>
> Hi Mike,
>
>
> Best Regards,
>
> Nam Pham
>

>
> 617-352-8435 (Cell)
>
>
> <Adrian.Servetnick@MassMail.State.MA.US<mailto:Adrian.Servetnick@MassMail.State.MA.US>>
>
> Nam, Adrian,
>
> re: Project Project
>
>
> can provide GE with all the data points they are requesting. We should
> send this to them ahead of the meeting, say Monday of next week so, Nam,
> can MOBD fill this out and send it back to me by end of day Wednesday?
> This will also help with . . .
>
> the meeting this will cover a bunch of topics discussed with Jay today
> plus, Nam, I will include some content from the EDIP slides. Adrian,
> please take a look at their requested data points, and if any of these
> prompt ideas for slides or other analysis lets discuss.
>
> - Adrian - Nam also said that there is a researcher in his office
> who has access to all sorts of data; so if any of the interns run into
> roadblocks or need help they should reach out to MOBD. Nam, who is the
> person you are thinking of?
>
>
> Mike
>
> Mike Kennealy
> Boston, MA 02108
> Office: 617-788-3640
> Cell: 617-634-4762
>
>
> FYI
>

>
> Jay,
>
> the information that we have gathered during our internal due diligence.
> Please feel free to amend and supplement as appropriate. I would also be
> happy to set up a call with you and your team over the next week to answer
> any questions you have and/or discuss the RFI and your presentation at the
> end of the month.
>
> Regards,
>
> ann
>
From:
To:
Subject:
Date:
Pham, Nam (EOHED)
Re: Project Project
Thursday, July 23, 2015 9:08:27 AM
Need her bio asap

Mike Kennealy
On Jul 22, 2015, at 10:02 PM, Pham, Nam (EOHED) <nam.pham@MassMail.State.MA.US>
wrote:
She will be. Thanks
-------- Original message -------From: "Kennealy, Michael (EOHED)"

<Michael.kennealy@MassMail.State.MA.US>
Date: 07/22/2015 5:49 PM (GMT-05:00)
Can you or she confirm that she can make it and send me a bio ASAP? GE folks want
bios.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762



Date: 07/21/2015 3:58 PM (GMT-05:00)
Nam,
Jay suggested that Maria join us for the trip to CT on 7/30 can you see if she can
make it?
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:
Lepore, Kristen (ANF)

Ash, Jay (EOHED)
GE Meeting
Can you send me your presentation you are preparing? Who from MA is going with you?
Kristen Lepore
Secretary
Executive Office for Administration and Finance
Boston, MA 02133
(617) 727-2040
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Lepore, Kristen (ANF); Ash, Jay (EOHED)
RE: GE Meeting
Once complete yes.

Mike Kennealy, Nam, Carolyn Kirk and Maria from MOBD is our team for this initial review.
-------- Original message -------From: "Lepore, Kristen (ANF)" <kristen.lepore@MassMail.State.MA.US>

Date: 07/23/2015 10:14 AM (GMT-05:00)
Subject: GE Meeting
Kristen Lepore
Secretary
Boston, MA 02133
(617) 727-2040
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
RE: GE Meeting
I think Mark Nunnelly and someone from transportation should attend too. Can you send me the
outline? We need to included tax and competitiveness information in it.

Sent: Thursday, July 23, 2015 11:04 AM
To: Lepore, Kristen (ANF); Ash, Jay (EOHED)
Subject: RE: GE Meeting
Once complete yes.

Date: 07/23/2015 10:14 AM (GMT-05:00)
Subject: GE Meeting
Kristen Lepore
Secretary
Boston, MA 02133
(617) 727-2040
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
RE: GE Meeting
I dont agree with you.

To: Lepore, Kristen (ANF)
Don't see them at this first meeting as it is more introductory. They will narrow down from a
dozen states to then bore down on more specifics. At that point Mark could be helpful. No
role for transportation now as they are not focused on a particular sight and therefore
infastructure. In fact they could just end up in an existing office building.

Date: 07/23/2015 11:05 AM (GMT-05:00)

Once complete yes.

Date: 07/23/2015 10:14 AM (GMT-05:00)
Subject: GE Meeting
Kristen Lepore
Secretary
Boston, MA 02133
(617) 727-2040
From:
To:
Subject:
Date:

Meeting on GE deck
Adrian,
Jay wants to meet at 1:30pm today to review where we are on the deck please confirm that this
works for you.
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

RE: GE Meeting
Im calling
From: Lepore, Kristen (ANF)



Date: 07/23/2015 11:05 AM (GMT-05:00)

Once complete yes.

Date: 07/23/2015 10:14 AM (GMT-05:00)
Subject: GE Meeting
Kristen Lepore
Secretary
Boston, MA 02133
(617) 727-2040
From:
To:
Subject:
Date:

RE: Meeting on GE deck
Great, thanks.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Subject: Re: Meeting on GE deck
Works for me. Will still be more in progress, but I'll have a basic demo
Adrian Servetnick
Program and Communications Coordinator
On Jul 23, 2015, at 11:19 AM, Kennealy, Michael (EOHED)
<Michael.kennealy@MassMail.State.MA.US> wrote:
Adrian,
Jay wants to meet at 1:30pm today to review where we are on the deck please
confirm that this works for you.
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:

Pham, Nam (EOHED)
RE: Project Project
Jay was planning on having you there
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Mike, attached please find Marias bio also do you need me to attend the meeting in Conn?
Nam

Subject: Re: Project Project
Need her bio asap

Mike Kennealy
On Jul 22, 2015, at 10:02 PM, Pham, Nam (EOHED) <nam.pham@MassMail.State.MA.US> wrote:
She will be. Thanks
-------- Original message -------From: "Kennealy, Michael (EOHED)"

Date: 07/22/2015 5:49 PM (GMT-05:00)

Can you or she confirm that she can make it and send me a bio ASAP? GE folks want
bios.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762



Date: 07/21/2015 3:58 PM (GMT-05:00)
Nam,
Jay suggested that Maria join us for the trip to CT on 7/30 can you see if she can
make it?
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:

Any luck here?

Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
-----Original Message----From: Quinlin, Michael (MOTT)
will do.
________________________________________
Subject: Re: Project Plum -- Boston RFI
great.
Mike Kennealy
<michael.quinlin@MassMail.State.MA.US> wrote:
>
> Hi Mike,
>
had to do with tourism, not so much business development.
>
> Two suggestions:
>
knit something together.
>
> We can also ask Susan Houston of MassEcon, who likely has something
along these lines.
>
> Thanks,
>
> Mike
> ________________________________________

>
deck to market Massachusetts as a place to live and do business? Need
something like this ASAP for a business development prospect.
>
> Mike Kennealy
> Assistant Secretary for Business Growth The Commonwealth of
> Massachusetts Executive Office of Housing & Economic Development One
> Ashburton Place, Room 2101 Boston, MA 02108
> Office: 617-788-3640
> Cell: 617-634-4762
>
>
remaining items filled in?
>
> Best,
> Mike
>
> Mike Kennealy
> Office: 617-788-3640
> Cell: 617-634-4762
>
>
>
>
> Nam,
>
> Ive added data to this file, youll see the new material in red, just
so you can differentiate from the existing info from Monday.
>
>
> If the HED crew need me to track down anything else, let me know and I
can do that.
>
> Thanks,
>
> Mike
>
>
>
> Hi Mike,
>
>
> Best Regards,
>
> Nam Pham
>
>
> 617-352-8435 (Cell)
>
>
> <Adrian.Servetnick@MassMail.State.MA.US<mailto:Adrian.Servetnick@MassM
> ail.State.MA.US>>
>
> Nam, Adrian,
>
> I wanted to send this along and ensure that we are all on the same
> page re: Project Project
>
>
can provide GE with all the data points they are requesting. We should
send this to them ahead of the meeting, say Monday of next week so, Nam,
can MOBD fill this out and send it back to me by end of day Wednesday?
This will also help with . . .
>
the meeting this will cover a bunch of topics discussed with Jay today
plus, Nam, I will include some content from the EDIP slides. Adrian,
please take a look at their requested data points, and if any of these
>
> - Adrian - Nam also said that there is a researcher in his
office who has access to all sorts of data; so if any of the interns run
into roadblocks or need help they should reach out to MOBD. Nam, who is
the person you are thinking of?
>
>
> Mike
>
> Mike Kennealy
> Office: 617-788-3640
> Cell: 617-634-4762
>
>
> FYI
>
>
> Jay,
>
the information that we have gathered during our internal due diligence.
Please feel free to amend and supplement as appropriate. I would also be
happy to set up a call with you and your team over the next week to answer
any questions you have and/or discuss the RFI and your presentation at the
end of the month.
>
> Regards,
>
> ann
>
From:
To:
Subject:
Date:

Mike,
Sorry, no luck here. All of the MOTT presentations are specific to
markets like Canada or China.
Here's where the presentations are kept, FYI:
http://www.massvacation.com/business-resources/
I'm away from office till 3pm but will send you rest of the Project
Plum/Suffolk stats then.
Thanks,
Mike
________________________________________
Sent: Thursday, July 23, 2015 12:43 PM
Any luck here?
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
will do.
________________________________________
great.
Mike Kennealy
>
> Hi Mike,
>
>
> Two suggestions:
>
>
along these lines.
>
> Thanks,
>
> Mike
> ________________________________________
>
>
> Mike Kennealy
> Office: 617-788-3640
> Cell: 617-634-4762
>
>
>
> Best,
> Mike
>
> Mike Kennealy
> Office: 617-788-3640
> Cell: 617-634-4762
>
>
>
>
> Nam,
>
>
>
can do that.
>
> Thanks,
>
> Mike
>
>
>
> Hi Mike,
>
>
> Best Regards,
>
> Nam Pham
>
>
> 617-352-8435 (Cell)
>
>
> ail.State.MA.US>>
>
> Nam, Adrian,

>
>
>
>
>
>
>
> Mike
>
> Mike Kennealy
> Office: 617-788-3640
> Cell: 617-634-4762
>
>
> FYI
>
>
> Jay,
>
end of the month.
>
> Regards,
>
> ann
>
From:
To:
Subject:
Date:

Ok thanks
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
Mike,
Thanks,
Mike
________________________________________
Any luck here?
Mike Kennealy
Executive Office of Housing & Economic Development One Ashburton Place,
Room 2101 Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

will do.
________________________________________
great.
Mike Kennealy
>
> Hi Mike,
>
>
> Two suggestions:
>
>
along these lines.
>
> Thanks,
>
> Mike
> ________________________________________
>
>
> Mike Kennealy
> Office: 617-788-3640
> Cell: 617-634-4762
>

>
>
> Best,
> Mike
>
> Mike Kennealy
> Office: 617-788-3640
> Cell: 617-634-4762
>
>
>
>
> Nam,
>
>
>
can do that.
>
> Thanks,
>
> Mike
>
>
>
> Hi Mike,
>
>
> Best Regards,
>
> Nam Pham
>
>
> 617-352-8435 (Cell)
>
>
> ail.State.MA.US>>
>
> Nam, Adrian,
>
>
>
>
>
>
>
> Mike
>
> Mike Kennealy
> Office: 617-788-3640
> Cell: 617-634-4762
>
>
> FYI
>
>
> Jay,
>
end of the month.
>
> Regards,
>
> ann
>
From:
To:
Subject:
Date:

FYI - nothing new from MOTT, but maybe something in their "business
resources" section?
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
Mike,
Thanks,
Mike
________________________________________
Any luck here?
Mike Kennealy
Office: 617-788-3640
Cell: 617-634-4762
will do.
________________________________________
great.
Mike Kennealy
>
> Hi Mike,
>
>
> Two suggestions:
>
>
along these lines.
>
> Thanks,
>
> Mike
> ________________________________________
>
>
> Mike Kennealy
> Office: 617-788-3640
> Cell: 617-634-4762
>

>
>
> Best,
> Mike
>
> Mike Kennealy
> Office: 617-788-3640
> Cell: 617-634-4762
>
>
>
>
> Nam,
>
>
>
can do that.
>
> Thanks,
>
> Mike
>
>
>
> Hi Mike,
>
>
> Best Regards,
>
> Nam Pham

>
>
> 617-352-8435 (Cell)
>
>
> ail.State.MA.US>>
>
> Nam, Adrian,
>
>
>
>
>
>
>
> Mike
>
> Mike Kennealy
> Office: 617-788-3640
> Cell: 617-634-4762
>
>
> FYI
>
>
> Jay,
>
end of the month.
>
> Regards,
>
> ann
>
From:
To:
Subject:
Date:

Quinlin, Michael (MOTT); Pham, Nam (EOHED)
FYI apparently they want this tomorrow so would be great to get this very
soon so we can review then send.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
Hi Mike,
I can work on the remaining info on Thursday morning.
Mike
________________________________________
Nam, Michael thank you. Question how and when can we get the
Best,
Mike
Mike Kennealy
Office: 617-788-3640
Cell: 617-634-4762
michael.kennealy@state.ma.us<mailto:michael.kennealy@state.ma.us>

Nam,
Ive added data to this file, youll see the new material in red, just so
you can differentiate from the existing info from Monday.
If the HED crew need me to track down anything else, let me know and I can
do that.
Thanks,
Mike

Hi Mike,
Best Regards,
Nam Pham
617-352-8435 (Cell)

<nam.pham@MassMail.State.MA.US<mailto:nam.pham@MassMail.State.MA.US>>;
<Adrian.Servetnick@MassMail.State.MA.US<mailto:Adrian.Servetnick@MassMail.
State.MA.US>>
Nam, Adrian,
I wanted to send this along and ensure that we are all on the same page
re: Project Project
- Nams office is going to fill out the attached RFI so that we

- Adrian is creating the presentation deck that we will use in
- Adrian - Nam also said that there is a researcher in his office
who has access to all sorts of data; so if any of the interns run into
roadblocks or need help they should reach out to MOBD. Nam, who is the
person you are thinking of?
Mike
Mike Kennealy
Office: 617-788-3640
Cell: 617-634-4762
FYI
Jay,
As promised, Ive attached a version of the RFI for Boston that includes
end of the month.
Regards,
ann
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
RE: GE Meeting
Now you are being defensive.
I just spoke to him and he is expecting your call.

Getting my coffee

Date: 07/23/2015 4:48 PM (GMT-05:00)
You did not sound defensive. I will talk to him first then you should call him. Will he have a role in
the presentation?

First, thanks for raising the issue. Much appreciated and sorry if I sounded too defensive.
Second, Id like to welcome Mark to make our trip. Should I contact him directly for our visit a week
from today from 1:30 to 3:30 in Fairfield, CT, or would you want to do so first?
Cheers,
Jay




Date: 07/23/2015 11:05 AM (GMT-05:00)

Once complete yes.

Date: 07/23/2015 10:14 AM (GMT-05:00)
Subject: GE Meeting
Kristen Lepore
Secretary
Boston, MA 02133
(617) 727-2040
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

RE: GE Meeting
And I don't even drink coffee!

Date: 07/23/2015 5:17 PM (GMT-05:00)

Getting my coffee

Date: 07/23/2015 4:48 PM (GMT-05:00)
the presentation?

Cheers,
Jay



Date: 07/23/2015 11:05 AM (GMT-05:00)

Once complete yes.

Date: 07/23/2015 10:14 AM (GMT-05:00)
Subject: GE Meeting
Kristen Lepore
Secretary
Boston, MA 02133
(617) 727-2040
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
RE: GE Meeting
He can work on the DOR portion of the presentation.

Yes if he is going to be there we might as well use him so I will talk to him about taxation and
other things that he can contribute to. Thanks!

Date: 07/23/2015 5:17 PM (GMT-05:00)

Getting my coffee

Date: 07/23/2015 4:48 PM (GMT-05:00)
the presentation?

Cheers,
Jay



Date: 07/23/2015 11:05 AM (GMT-05:00)

Once complete yes.

Date: 07/23/2015 10:14 AM (GMT-05:00)
Subject: GE Meeting
Kristen Lepore
Secretary
Boston, MA 02133
(617) 727-2040
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

RE: GE Meeting
Thx

Date: 07/23/2015 5:19 PM (GMT-05:00)
He can work on the DOR portion of the presentation.

Yes if he is going to be there we might as well use him so I will talk to him about taxation and
other things that he can contribute to. Thanks!

Date: 07/23/2015 5:17 PM (GMT-05:00)

Getting my coffee

Date: 07/23/2015 4:48 PM (GMT-05:00)
the presentation?

Cheers,
Jay




Date: 07/23/2015 11:05 AM (GMT-05:00)

Once complete yes.

Date: 07/23/2015 10:14 AM (GMT-05:00)
Subject: GE Meeting
Kristen Lepore
Secretary
Boston, MA 02133
(617) 727-2040
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Watkins Ahern, Tiffany (GOV); Ash, Jay (EOHED); Kadish, Steven (GOV); Conroy, Jim (GOV)
RE: Gov. Baker discussion / MA business expansion
Not unless it is important to the Gov
-------- Original message -------From: "Watkins Ahern, Tiffany (GOV)" <tiffany.watkinsahern@MassMail.State.MA.US>

Date: 07/23/2015 6:09 PM (GMT-05:00)
To: "Ash, Jay (EOHED)" <jay.ash@MassMail.State.MA.US>, "Kadish, Steven (GOV)"
<steven.kadish@MassMail.State.MA.US>, "Conroy, Jim (GOV)"
<jim.conroy@MassMail.State.MA.US>
Subject: RE: Gov. Baker discussion / MA business expansion
Any more on this?
Thanks,
Tiffany
Tiffany Watkins Ahern

Director
DC Office of Governor Charles Baker
202-624-3616 (office)

To: Kadish, Steven (GOV); Watkins Ahern, Tiffany (GOV); Conroy, Jim (GOV)
Subject: RE: Gov. Baker discussion / MA business expansion
Ill get a rundown we had an earlier discussion about Genworth, but, frankly, I didnt spend a lot of
time on it. Be back in touch soon.

To: Ash, Jay (EOHED); Watkins Ahern, Tiffany (GOV); Conroy, Jim (GOV)
Subject: FW: Gov. Baker discussion / MA business expansion
Sec Ash what do you think?
From: Tim Powers [mailto:tim@artemisdc.com]

To: Kadish, Steven (GOV)
Cc: Dennis LaGanza
Subject: Gov. Baker discussion / MA business expansion

Steve -
I hope this finds you and the the rest of "team Baker" doing well. I was sorry that you and
others on the senior staff could not make the RGA retreat in CA last week -- but it makes us
proud to have a GOP Governor in MA!
I wanted to drop you a quick note to request a few minutes (5-10 minutes) with Governor
Baker when he is in Washington on July 28th (this could be a scheduled meeting, or a a few
minutes before or following the RGA lunch meeting). This meeting would include myself
and Dennis LaGanza, head of State Government Relations for Genworth Financial.
Here is the background: Genworth is a longtime client that was established in 2004 as the
result of a spinoff of several business operations of GE Financial. They are a leader in what
may be called the "life security" business -- largely in the areas of life, long-term care (LTC)
and mortgage insurance. Genworth would like to resume its operations in MA, which they
were forced to abandon under Gov. Patrick's heavily regulatory approach in the state.
Recently, Genworth has renewed conversations with MA Insurance Commissioner Judson and
Consumer Affairs Undersecretary Chapman to bring them up to speed. Genworth CEO Tom
McInerney, who met with Gov. Patrick in an effort to reach a resolution, would like to
schedule a September meeting with Gov. Baker to bring him up to speed to explore a pathway
forward that would restore a more business-friendly environment. Our short discussion
would be in anticipation of scheduling that meeting, to give Governor Baker a quick synopsis
of the matter, and answer any questions he might have.
If you would like to discuss further, please feel free to call me directly at 202-359-6871. I
look forward to hearing back from you in advance of the upcoming travel to Washington.
Regards,
Tim
-Timothy F. Powers
Co-Chairman
Artemis Strategies
10 G Street NE
Suite 601
Washington, DC 20002
tim@artemisdc.com
202.783.1080 (O)
202.359.6871 (C)
***************** CONFIDENTIALITY NOTICE *******************

This e-mail message, including any attachments, from the sender should be considered as PROPRIETARY and may contain information that is PRIVILEGED and
CONFIDENTIAL. If you are not an intended recipient, you are hereby notified that any dissemination of this message is strictly prohibited. If you have received this
message in error, please do not read, copy or forward this message. Please permanently delete all copies and any attachments and notify the sender immediately by
reply email.
From:
To:
Subject:
Date:

Friday, July 24, 2015 9:43:00 AM
Mike I had a bunch of questions - need to discuss this afternoon sometime.

Are you around?
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
Hi Mike and Nam,
Here is the completed form. I ended up putting reference links to some of
them in case you have time to dig deeper.
Any questions about the material herein, let me know.
Best,
Mike
________________________________________
To: Quinlin, Michael (MOTT); Pham, Nam (EOHED)
Mike Kennealy
Office: 617-788-3640
Cell: 617-634-4762

Hi Mike,
Mike
________________________________________
Best,
Mike
Mike Kennealy
Office: 617-788-3640
Cell: 617-634-4762
Nam,
do that.
Thanks,
Mike

Hi Mike,
Best Regards,
Nam Pham
617-352-8435 (Cell)

State.MA.US>>
Nam, Adrian,
re: Project Project

Mike
Mike Kennealy

Office: 617-788-3640
Cell: 617-634-4762
FYI
Jay,
end of the month.
Regards,
ann
From:
To:
Subject:
Date:

Friday, July 24, 2015 1:27:00 PM
Just tried you - please call my cell phone

Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
Hi Mike,
Yes, glad to chat. Does any time between 1-2 work for you?
I'm on vacation next week, so am wrapping up a bunch of tourism projects
through most of today.
Thanks,
Mike
-----Original Message----From: Kennealy, Michael (EOHED)

Are you around?
Mike Kennealy
Assistant Secretary for Business Growth The Commonwealth of Massachusetts
Office: 617-788-3640
Cell: 617-634-4762

Hi Mike and Nam,
Best,
Mike
________________________________________
Mike Kennealy
Office: 617-788-3640
Cell: 617-634-4762
Hi Mike,
Mike
________________________________________
Best,
Mike
Mike Kennealy

Office: 617-788-3640
Cell: 617-634-4762
Nam,
do that.
Thanks,
Mike

Hi Mike,
Best Regards,
Nam Pham
617-352-8435 (Cell)

State.MA.US>>
Nam, Adrian,
re: Project Project

Mike
Mike Kennealy
Office: 617-788-3640
Cell: 617-634-4762
FYI
Jay,
end of the month.
Regards,
ann
From:
To:
Cc:
Subject:
Date:

Friday, July 24, 2015 1:52:00 PM
Adrian,
Mike is finishing up the RFI and wanted to know what you had for Fortune
1000 HQ in Mass as his list looked outdated - can you send him what you
have?
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
Hi Mike,
Yes, glad to chat. Does any time between 1-2 work for you?
I'm on vacation next week, so am wrapping up a bunch of tourism projects
Thanks,
Mike
-----Original Message----From: Kennealy, Michael (EOHED)

Are you around?
Mike Kennealy
Assistant Secretary for Business Growth The Commonwealth of Massachusetts

Office: 617-788-3640
Cell: 617-634-4762
Hi Mike and Nam,
Best,
Mike
________________________________________
Mike Kennealy
Office: 617-788-3640
Cell: 617-634-4762
Hi Mike,
Mike
________________________________________
Best,
Mike
Mike Kennealy
Office: 617-788-3640
Cell: 617-634-4762
Nam,
do that.
Thanks,
Mike

Hi Mike,
Best Regards,
Nam Pham

617-352-8435 (Cell)

State.MA.US>>
Nam, Adrian,
re: Project Project

Mike
Mike Kennealy
Office: 617-788-3640
Cell: 617-634-4762
FYI

Jay,
end of the month.
Regards,
ann
From:
To:
Subject:
Date:
Friday, July 24, 2015 4:08:04 PM
Can you call my cell phone when you have a minute?

Mike Kennealy
> On Jul 24, 2015, at 1:54 PM, Servetnick, Adrian (EOHED)
<Adrian.Servetnick@MassMail.State.MA.US> wrote:
>
> http://www.geolounge.com/fortune-1000-companies-2014-list/
>
> -----Original Message----> From: Kennealy, Michael (EOHED)
> Sent: Friday, July 24, 2015 1:52 PM
> Cc: Servetnick, Adrian (EOHED)
>
> Adrian,
>
> Mike is finishing up the RFI and wanted to know what you had for Fortune
1000 HQ in Mass as his list looked outdated - can you send him what you
have?
>
> Mike
>
>
> Mike Kennealy
Massachusetts Executive Office of Housing & Economic Development One
Ashburton Place, Room 2101 Boston, MA 02108
> Office: 617-788-3640
> Cell: 617-634-4762
> michael.kennealy@state.ma.us
>
> -----Original Message----> From: Quinlin, Michael (MOTT)
> Sent: Friday, July 24, 2015 10:22 AM
>
> Hi Mike,
>
> Yes, glad to chat. Does any time between 1-2 work for you?
>
> I'm on vacation next week, so am wrapping up a bunch of tourism projects
>
> Thanks,
>
> Mike
>
>
> -----Original Message----> From: Kennealy, Michael (EOHED)
> Sent: Friday, July 24, 2015 9:43 AM
>
> Mike I had a bunch of questions - need to discuss this afternoon
sometime. Are you around?
>
> Mike Kennealy
Massachusetts Executive Office of Housing & Economic Development One
Ashburton Place, Room 2101 Boston, MA 02108
> Office: 617-788-3640
> Cell: 617-634-4762
>
> Sent: Thursday, July 23, 2015 5:46 PM
>
> Hi Mike and Nam,
>
> Here is the completed form. I ended up putting reference links to some
of them in case you have time to dig deeper.
>
> Any questions about the material herein, let me know.
>
> Best,
>
> Mike
>
> ________________________________________
> Sent: Thursday, July 23, 2015 5:08 PM
> To: Quinlin, Michael (MOTT); Pham, Nam (EOHED)
>
> FYI apparently they want this tomorrow so would be great to get this
very soon so we can review then send.
>
> Mike Kennealy
> Executive Office of Housing & Economic Development One Ashburton Place,
> Office: 617-788-3640
> Cell: 617-634-4762
>

>
> Hi Mike,
>
> I can work on the remaining info on Thursday morning.
>
> Mike
> ________________________________________
>
> Nam, Michael - thank you. Question - how and when can we get the
>
> Best,
> Mike
>
> Mike Kennealy
> Office: 617-788-3640
> Cell: 617-634-4762
>
>
>
>
> Nam,
>
> I've added data to this file, you'll see the new material in red, just
>
> I see the deadline is this afternoon so I'm sending what I have to date.
>
can do that.
>
> Thanks,
>
> Mike
>
>

>
> Hi Mike,
>
>
> Best Regards,
>
> Nam Pham
>
>
> 617-352-8435 (Cell)
>
>
State.MA.US>>
>
> Nam, Adrian,
>
re: "Project Project" >
>
> - Nam's office is going to fill out the attached RFI so that we
>
the meeting - this will cover a bunch of topics discussed with Jay today
prompt ideas for slides or other analysis let's discuss.
>
>
>
> Mike
>
> Mike Kennealy
> Office: 617-788-3640
> Cell: 617-634-4762
>
>
> FYI
>
>
> Jay,
>
> As promised, I've attached a version of the RFI for Boston that includes
end of the month.
>
> Regards,
>
> ann
>
From:
To:
Cc:
Subject:
Date:
Nunnelly, Mark E (DOR)

"jay.ash@state.ma.us"
GE
Friday, July 24, 2015 5:02:47 PM
Hi Jay
Returned your call and got voicemail.
Happy to try and help.
Kristen suggested next Thursday in Fairfield at 130p.
On mobile on the weekend, 617 650 4001 or in the office on Monday.
Have a good weekend
Men
Mark Nunnelly, Commissioner
Department of Revenue
Special Advisor to the Governor for
Innovation Competitiveness
Tel: (617)626-2201
Fax:(617)626-2299
**********************************************************************
This email and any files transmitted with it are confidential and
intended solely for the use of the individual or entity to whom they
are addressed. If you have received this email in error please notify
the system manager at postmaster at dor.state.ma.us.
**********************************************************************
From:
To:
Cc:
Subject:
Date:

jay.ash@state.ma.us; Lepore, Kristen (ANF)
Re: GE
Friday, July 24, 2015 5:13:02 PM
Let's please connect so we can begin work on DOR's portion of the presentation.
Kristen Lepore
Secretary
Boston, MA 02133
(617) 727-2040
On Jul 24, 2015, at 5:02 PM, Nunnelly, Mark E. <nunnellym@dor.state.ma.us> wrote:
Hi Jay
Have a good weekend
Men
Tel: (617)626-2201
Fax:(617)6262299**********************************************************************
**********************************************************************
From:
To:
Subject:
Date:

Servetnick, Adrian (EOHED); McMorrow, Paul (EOHED); Ash, Jay (EOHED)
RE: Project Project Plum
Saturday, July 25, 2015 6:16:46 AM
Thanks Adrian - I will look at over the weekend and have comments Sunday night or Monday morning.

To: McMorrow, Paul (EOHED); Kennealy, Michael (EOHED); Ash, Jay (EOHED)
Subject: Project Project Plum
Jay, Paul, MikeAttached is the PPT as it stands at 6:00 Friday. Im going to continue to fill in stats/ pictures/ data
next week, but if theres anything you want added/ removed/ changed, feel free to let me know.
All the best
Adrian Servetnick
Program and Communications Coordinator
e: adrian.servetnick@state.ma.us
p: 617-788-3615
t: @MassEOHED
From:
To:
Cc:
Subject:
Date:
Nunnelly, Mark E.
Ash, Jay (SEA)
Re: GE
Saturday, July 25, 2015 10:43:59 PM
I think the batting average on these corporate moves is pretty low for the reasons you describe....
That said, GE is a unique culture....their folks travel and relocate constantly....
My wife, denise, has served on a board with jeff immelt for a long time and knows him well and I
know him a bit as well as a number of the senior team.
My sense is with the changing fiscal climate in CT (which has really upset them) and the divestiture
of GE Capital....which was a lot of the anchor to CT....they actually may be more flexible
The whole senior GE tax team came to visit a month or so ago and were very positive toward how
they had been treated in MA and how constructive of environment they thought it was...
I'd think our biggest arguments might be
*real economic/tax incentives
*life sciences (one of their growth businesses)
*workforce/education epi center
...I know they have opened an innovation center in boston with 100ish engineers, scientists, etc that
are responsible for pushing a corporate wide innovation and growth agenda...the senior team is
quite proud of this....
Let me know what direction you'd like DoR presentation to take....and also am happy to just chip
into the conversation to support the broader points...also happy to do pull together our tax
structure vs CT's...think it would make us look favorably...
Ping with thoughts....happy to talk anytime
Men
Tel: (617)626-2201
Fax:(617)626-2299
From: Ash, Jay (SEA) [mailto:jay.ash@MassMail.State.MA.US]
Sent: Saturday, July 25, 2015 09:43 AM
To: Nunnelly, Mark E.; Ash, Jay (SEA)
Cc: Lepore, Kristen (ANF)
Subject: RE: GE
I'll get you some thoughts over the weekend. I'd like to talk sometime Sunday or Monday on
what you think Corp execs might focus upon as their top three or so desires for a new
location. My big concern is this will come down to being a lifestyle decision, and New York
City is close enough to where they live now around Fairfield that they won't have to uproot
and relocate their families. So what are they needing from a biz climate to negate the
spouses'anger about leaving friends and clubs?
-------- Original message -------From: "Nunnelly, Mark E (DOR)" <nunnellym@dor.state.ma.us>

Date: 07/24/2015 5:02 PM (GMT-05:00)
Cc: "Lepore, Kristen (ANF)" <kristen.lepore@MassMail.State.MA.US>
Subject: GE
Hi Jay
Have a good weekend
Men
Tel: (617)626-2201
Fax:(617)626-2299
**********************************************************************
**********************************************************************
From:
To:
Cc:
Subject:
Date:

Ash, Jay (EOHED)
Re: GE
Sunday, July 26, 2015 11:36:38 AM
We should do a side by side of MA tax structure to CT, NY and NJ to at lease understand

what we are up against.
We should do some slides on regulation reform. Jay let me know if you want Rachel to do
this.
Kristen Lepore
Secretary
Boston, MA 02133
(617) 727-2040
I think the batting average on these corporate moves is pretty low for the reasons you
describe....
My wife, denise, has served on a board with jeff immelt for a long time and knows him
well and I know him a bit as well as a number of the senior team.
My sense is with the changing fiscal climate in CT (which has really upset them) and the
divestiture of GE Capital....which was a lot of the anchor to CT....they actually may be
more flexible
The whole senior GE tax team came to visit a month or so ago and were very positive
toward how they had been treated in MA and how constructive of environment they
thought it was...
...I know they have opened an innovation center in boston with 100ish engineers,
scientists, etc that are responsible for pushing a corporate wide innovation and growth
agenda...the senior team is quite proud of this....

Let me know what direction you'd like DoR presentation to take....and also am happy to
just chip into the conversation to support the broader points...also happy to do pull
together our tax structure vs CT's...think it would make us look favorably...
Men
Tel: (617)626-2201
Fax:(617)626-2299

Subject: RE: GE
I'll get you some thoughts over the weekend. I'd like to talk sometime Sunday or
Monday on what you think Corp execs might focus upon as their top three or so
desires for a new location. My big concern is this will come down to being a
lifestyle decision, and New York City is close enough to where they live now
around Fairfield that they won't have to uproot and relocate their families. So
what are they needing from a biz climate to negate the spouses'anger about
leaving friends and clubs?

Date: 07/24/2015 5:02 PM (GMT-05:00)
Subject: GE
Hi Jay

Have a good weekend
Men
Tel: (617)626-2201
Fax:(617)626-2299
**********************************************************************
**********************************************************************
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

RE: GE
Sunday, July 26, 2015 11:47:28 AM
Thanks that would be great!

Date: 07/26/2015 11:36 AM (GMT-05:00)
To: "Nunnelly, Mark E (DOR)" <nunnellym@dor.state.ma.us>
Cc: "Ash, Jay (EOHED)" <jay.ash@MassMail.State.MA.US>
Subject: Re: GE
We should do a side by side of MA tax structure to CT, NY and NJ to at lease understand
what we are up against.
We should do some slides on regulation reform. Jay let me know if you want Rachel to do
this.
Kristen Lepore
Secretary
Boston, MA 02133
(617) 727-2040
I think the batting average on these corporate moves is pretty low for the reasons you
describe....
My wife, denise, has served on a board with jeff immelt for a long time and knows him
well and I know him a bit as well as a number of the senior team.
My sense is with the changing fiscal climate in CT (which has really upset them) and the
divestiture of GE Capital....which was a lot of the anchor to CT....they actually may be
more flexible
The whole senior GE tax team came to visit a month or so ago and were very positive
toward how they had been treated in MA and how constructive of environment they
thought it was...
scientists, etc that are responsible for pushing a corporate wide innovation and growth
agenda...the senior team is quite proud of this....
Let me know what direction you'd like DoR presentation to take....and also am happy to
just chip into the conversation to support the broader points...also happy to do pull
together our tax structure vs CT's...think it would make us look favorably...
Men
Tel: (617)626-2201
Fax:(617)626-2299

Subject: RE: GE
-------- Original message --------
From: "Nunnelly, Mark E (DOR)" <nunnellym@dor.state.ma.us>

Date: 07/24/2015 5:02 PM (GMT-05:00)
Subject: GE
Hi Jay
Have a good weekend
Men
Tel: (617)626-2201
Fax:(617)626-2299
**********************************************************************
**********************************************************************
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

Nunnelly, Mark E.
RE: GE
Sunday, July 26, 2015 9:49:46 PM
Here's what we are working off of. We'll talk on Monday. Thx!
1. Opening Argument
2. About Massachusetts
3. About the Gov
a. Biz/public service
b. Most popular governor in country and politician in state
c. About LG
4. About Political Stability
a. Current relationships have produced what
b. Average time for a Gov and a Mayor of Boston
5. Budget in General
a. $1.8b in cuts without tax increases and use of rainy day fund
6. HED and the Quasis
7. ED Agenda
8. Business Climate
9. Fortune 1000 companies
10. Recent wins/Current candidates
11. Ecosystem
12. Higher Ed
13. Testimonials
14. Workforce
15. Existing GE relations
16. Incentives
17. Taxation
18. Locations
a. Boston
b. Cambridge
c. Somerville
d. Worcester
e. Springfield
f. Southfield
19. Proximity to major centers
20. Airlines
21. Trains
22. Public Transportation
23. Other
a. Heliport
b. Private planes
24. Boston/Culture
25. Education
26. Greater Boston communities
27. General Quality of Life
28. Closing Arguments Work/Live/Play
29. FAS 109
________________________________________
From: Nunnelly, Mark E. [nunnellym@dor.state.ma.us]
Sent: Saturday, July 25, 2015 10:43 PM
Subject: Re: GE
I think the batting average on these corporate moves is pretty low for the
reasons you describe....
That said, GE is a unique culture....their folks travel and relocate
constantly....
My wife, denise, has served on a board with jeff immelt for a long time
and knows him well and I know him a bit as well as a number of the senior
team.
My sense is with the changing fiscal climate in CT (which has really upset
them) and the divestiture of GE Capital....which was a lot of the anchor
to CT....they actually may be more flexible
The whole senior GE tax team came to visit a month or so ago and were very
positive toward how they had been treated in MA and how constructive of
environment they thought it was...
...I know they have opened an innovation center in boston with 100ish
engineers, scientists, etc that are responsible for pushing a corporate
wide innovation and growth agenda...the senior team is quite proud of
this....
Let me know what direction you'd like DoR presentation to take....and also
am happy to just chip into the conversation to support the broader
points...also happy to do pull together our tax structure vs CT's...think
it would make us look favorably...
Men
Tel: (617)626-2201
Fax:(617)626-2299
Subject: RE: GE
I'll get you some thoughts over the weekend. I'd like to talk sometime
Sunday or Monday on what you think Corp execs might focus upon as their
top three or so desires for a new location. My big concern is this will
come down to being a lifestyle decision, and New York City is close enough
to where they live now around Fairfield that they won't have to uproot and
relocate their families. So what are they needing from a biz climate to
negate the spouses'anger about leaving friends and clubs?

Date: 07/24/2015 5:02 PM (GMT-05:00)
Subject: GE
Hi Jay
Have a good weekend
Men
Tel: (617)626-2201
Fax:(617)626-2299
**********************************************************************
**********************************************************************
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
Re: GE
Sunday, July 26, 2015 10:01:43 PM
How was your meeting Friday with the town manager?

Kristen Lepore
Secretary
Boston, MA 02133
(617) 727-2040
On Jul 26, 2015, at 9:50 PM, Ash, Jay (EOHED) <jay.ash@MassMail.State.MA.US> wrote:
1. Opening Argument
3. About the Gov
c. About LG
7. ED Agenda
8. Business Climate
11. Ecosystem
12. Higher Ed
13. Testimonials
14. Workforce
16. Incentives
17. Taxation
18. Locations
a. Boston
b. Cambridge
c. Somerville
d. Worcester
e. Springfield
f. Southfield
20. Airlines
21. Trains

23. Other
a. Heliport
b. Private planes
24. Boston/Culture
25. Education
29. FAS 109
________________________________________
Subject: Re: GE
I think the batting average on these corporate moves is pretty low for the reasons
you describe....
My wife, denise, has served on a board with jeff immelt for a long time and
knows him well and I know him a bit as well as a number of the senior team.
My sense is with the changing fiscal climate in CT (which has really upset them)
and the divestiture of GE Capital....which was a lot of the anchor to CT....they
actually may be more flexible
scientists, etc that are responsible for pushing a corporate wide innovation and
growth agenda...the senior team is quite proud of this....
Let me know what direction you'd like DoR presentation to take....and also am
happy to just chip into the conversation to support the broader points...also happy
to do pull together our tax structure vs CT's...think it would make us look
favorably...
Men
Tel: (617)626-2201
Fax:(617)626-2299
Subject: RE: GE
Date: 07/24/2015 5:02 PM (GMT-05:00)
Subject: GE
Hi Jay
Have a good weekend
Men
Tel: (617)626-2201
Fax:(617)626-2299
**********************************************************************
**********************************************************************
From:
To:
Subject:
Date:
Attachments:
mikekennealy@gmail.com
Fwd: Project Project Plum
Monday, July 27, 2015 8:02:54 AM
Project Project.pptx
Mike Kennealy
Begin forwarded message:
> Jay, Paul, Mike> Attached is the PPT as it stands at 6:00 Friday. Im going to continue to
> fill in stats/ pictures/ data next week, but if theres anything you want
> added/ removed/ changed, feel free to let me know.
>
> All the best
>
> Adrian Servetnick
> Program and Communications Coordinator
> Executive Office of Housing and Economic Development
> e: adrian.servetnick@state.ma.us<mailto:adrian.servetnick@state.ma.us>
> p: 617-788-3615
> t: @MassEOHED
>
Attachment Project Project_3.pptx (5326342 Bytes) cannot be converted to PDF format.
From:
To:
Cc:
Subject:
Date:
Nunnelly, Mark E.
Ash, Jay (SEA)
Re: GE
Monday, July 27, 2015 9:41:47 AM
Looks like quite a good agenda!

Let me know how I can help
Men

Tel: (617)626-2201
Fax:(617)626-2299
----- Original Message ----From: Ash, Jay (SEA) [mailto:jay.ash@MassMail.State.MA.US]
Sent: Sunday, July 26, 2015 09:49 PM
To: Nunnelly, Mark E.
Subject: RE: GE
1. Opening Argument
3. About the Gov
c. About LG
7. ED Agenda
8. Business Climate
11. Ecosystem
12. Higher Ed
13. Testimonials
14. Workforce
16. Incentives
17. Taxation
18. Locations
a. Boston
b. Cambridge
c. Somerville
d. Worcester
e. Springfield
f. Southfield
20. Airlines
21. Trains
23. Other
a. Heliport
b. Private planes
24. Boston/Culture
25. Education
29. FAS 109
________________________________________
Subject: Re: GE
constantly....
team.
this....
Men
Tel: (617)626-2201
Fax:(617)626-2299
Subject: RE: GE

Date: 07/24/2015 5:02 PM (GMT-05:00)
Subject: GE
Hi Jay
Have a good weekend
Men
Tel: (617)626-2201
Fax:(617)626-2299
**********************************************************************
**********************************************************************
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

"Nunnelly, Mark E."
RE: GE
Monday, July 27, 2015 10:03:00 AM
Time for a call between 2:30 and 4? I'm hoping on a plan thereafter.
-----Original Message----From: Nunnelly, Mark E. [mailto:nunnellym@dor.state.ma.us]
Sent: Monday, July 27, 2015 9:42 AM
Subject: Re: GE
Men

Tel: (617)626-2201
Fax:(617)626-2299
Subject: RE: GE
1. Opening Argument
3. About the Gov
c. About LG
7. ED Agenda
8. Business Climate
11. Ecosystem
12. Higher Ed
13. Testimonials
14. Workforce
16. Incentives
17. Taxation
18. Locations
a. Boston
b. Cambridge
c. Somerville
d. Worcester
e. Springfield
f. Southfield
20. Airlines
21. Trains
23. Other
a. Heliport
b. Private planes
24. Boston/Culture
25. Education
29. FAS 109
________________________________________
Subject: Re: GE
constantly....
team.

*life sciences (one of their growth businesses) *workforce/education epi
center
this....
Men
Tel: (617)626-2201
Fax:(617)626-2299
Subject: RE: GE

Date: 07/24/2015 5:02 PM (GMT-05:00)
Subject: GE
Hi Jay

Have a good weekend
Men
Tel: (617)626-2201
Fax:(617)626-2299
**********************************************************************
This email and any files transmitted with it are confidential and intended
solely for the use of the individual or entity to whom they are addressed.
If you have received this email in error please notify the system manager
at postmaster at dor.state.ma.us.
**********************************************************************
From:
To:
Subject:
Date:
Nunnelly, Mark E.
Ash, Jay (SEA)
RE: GE
Monday, July 27, 2015 10:07:09 AM
Ill make whatever work. 3p best.

Men
-----Original Message----From: Ash, Jay (SEA) [mailto:jay.ash@MassMail.State.MA.US]

Subject: RE: GE
Subject: Re: GE
Men

Tel: (617)626-2201
Fax:(617)626-2299
Subject: RE: GE
1. Opening Argument
3. About the Gov
c. About LG

7. ED Agenda
8. Business Climate
11. Ecosystem
12. Higher Ed
13. Testimonials
14. Workforce
16. Incentives
17. Taxation
18. Locations
a. Boston
b. Cambridge
c. Somerville
d. Worcester
e. Springfield
f. Southfield
20. Airlines
21. Trains
23. Other
a. Heliport
b. Private planes
24. Boston/Culture
25. Education
29. FAS 109
________________________________________
Subject: Re: GE
constantly....
team.
center
this....
Men
Tel: (617)626-2201
Fax:(617)626-2299
Subject: RE: GE
-------- Original message --------
From: "Nunnelly, Mark E (DOR)" <nunnellym@dor.state.ma.us>

Date: 07/24/2015 5:02 PM (GMT-05:00)
Subject: GE
Hi Jay
Have a good weekend
Men
Tel: (617)626-2201
Fax:(617)626-2299
**********************************************************************
**********************************************************************
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

"Nunnelly, Mark E."
RE: GE
Monday, July 27, 2015 10:25:00 AM
Want to call me on my cell 617-680-0013?

Subject: RE: GE
Men

Subject: RE: GE
Subject: Re: GE
Men

Tel: (617)626-2201
Fax:(617)626-2299
Subject: RE: GE
1. Opening Argument
3. About the Gov
c. About LG
7. ED Agenda
8. Business Climate
11. Ecosystem
12. Higher Ed
13. Testimonials
14. Workforce
16. Incentives
17. Taxation
18. Locations
a. Boston
b. Cambridge
c. Somerville
d. Worcester
e. Springfield
f. Southfield
20. Airlines
21. Trains
23. Other
a. Heliport
b. Private planes
24. Boston/Culture
25. Education
29. FAS 109
________________________________________
Subject: Re: GE
constantly....
team.
center
this....
Men
Tel: (617)626-2201
Fax:(617)626-2299
Subject: RE: GE

Date: 07/24/2015 5:02 PM (GMT-05:00)
Subject: GE
Hi Jay
Have a good weekend
Men
Tel: (617)626-2201
Fax:(617)626-2299
**********************************************************************
**********************************************************************
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

"Nunnelly, Mark E."
RE: GE
Monday, July 27, 2015 10:25:00 AM
Perfect!
Subject: RE: GE
Men

Subject: RE: GE
Subject: Re: GE
Men

Tel: (617)626-2201
Fax:(617)626-2299
Subject: RE: GE
1. Opening Argument
3. About the Gov
c. About LG
7. ED Agenda
8. Business Climate
11. Ecosystem
12. Higher Ed
13. Testimonials
14. Workforce
16. Incentives
17. Taxation
18. Locations
a. Boston
b. Cambridge
c. Somerville
d. Worcester
e. Springfield
f. Southfield
20. Airlines
21. Trains
23. Other
a. Heliport
b. Private planes
24. Boston/Culture
25. Education
29. FAS 109
________________________________________
Subject: Re: GE
constantly....
team.
center
this....
Men
Tel: (617)626-2201
Fax:(617)626-2299
Subject: RE: GE

Date: 07/24/2015 5:02 PM (GMT-05:00)
Subject: GE
Hi Jay
Have a good weekend
Men
Tel: (617)626-2201
Fax:(617)626-2299
**********************************************************************
**********************************************************************
From:
To:
Subject:
Date:

Contact
Monday, July 27, 2015 2:52:00 PM
Here is the email addresss - Kulish, Karen (GE, Corporate) karen.kulish@ge.com.
Do not send RFI yet I will look at before getting on plane.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:
Attachments:

Ash, Jay (EOHED)
Regulation Review Slides
Tuesday, July 28, 2015 3:04:41 PM
GE_Slides.pptx
Here are the reg review slides for the GE presentation
A Clearer Code: Regulatory Review

Executive Order 562: Reducing Unnecessary Regulatory Burden
Governor Bakers Regulatory Vision for Massachusetts:
Promote an ideal regulatory climate in Massachusetts
Review every regulation to ensure that it is clear, concise, and

written in plain and readily understandable language
Ensure that there is a clearly identified need for governmental

intervention
Ensure the costs of the regulation do not exceed the benefits
Ensure state government speaks in one voice, creating an efficient,

coherent, and consistent regulatory framework

Weve Done it Before:
First-ever comprehensive regulatory review took place in 1996
The initiative was led by then-Secretary Baker of A&F
1,595 regulations were reviewed
The project examined over 90 years of regulatory history
Recommendations: Rescind 310, Modify 702, and Retain 577
Only 27% of the existing regulations remained unchanged
Nearly 20% of the regulations were rescinded outright
3 out of every 4 pages of regulations were amended or rescinded

2
From:
To:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

Fwd: Regulation Review Slides
Tuesday, July 28, 2015 3:29:09 PM
GE_Slides.pptx

Date: 07/28/2015 3:04 PM (GMT-05:00)
Subject: Regulation Review Slides



intervention



2
To:
Subject:
Date:
Schedule, Governor (GOV)

Accepted: Meeting on GE
Tuesday, July 28, 2015 3:37:55 PM
From:
To:
Subject:
Date:
Attachments:
Adrian Servetnick
Fwd: Regulation Review Slides
Tuesday, July 28, 2015 3:41:43 PM
GE_Slides.pptx
ATT00001.htm
Please add before tax section

Mike Kennealy
From: "Ash, Jay (EOHED)" <jay.ash@MassMail.State.MA.US>
Date: July 28, 2015 at 2:29:09 PM CDT
To: "Kennealy, Michael (EOHED)"
Subject: Fwd: Regulation Review Slides

Date: 07/28/2015 3:04 PM (GMT-05:00)
Subject: Regulation Review Slides



intervention



2
file:///sea-fp-sea-007/EED/HED-Legal/EOHED-21st%20Floor/Public%20Records/Plum%20Response/ATT00001_15.htm[5/3/2016 9:46:03 AM]
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
DOR and GE
Tuesday, July 28, 2015 10:33:34 PM
Hi Jay I just sent Mark edits and comments to his slides so he will have them to you ASAP
tomorrow. Can you provide us with the final copy of the presentation when it is done? Mark is also
unclear where he fits into the discussion. Are you doing a dry run before Thursday?
Kristen Lepore
Secretary
Boston, MA 02133
(617) 727-2040
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

RE: DOR and GE
Wednesday, July 29, 2015 7:05:00 AM
Thx. We were in Minnesota the last two days. Mike Kennealy is checking in with Mark today to
review his role in the presentation, which will be his slides.

Subject: DOR and GE
Hi Jay I just sent Mark edits and comments to his slides so he will have them to you ASAP
tomorrow. Can you provide us with the final copy of the presentation when it is done? Mark is also
unclear where he fits into the discussion. Are you doing a dry run before Thursday?
Kristen Lepore
Secretary
Boston, MA 02133
(617) 727-2040
From:
To:
Subject:
Date:
Attachments:

Lepore, Kristen (ANF); "jay.ash@state.ma.us"
GE draft
DOR_LEGAL-#461870-v4-Bringing_GE_to_MA_-_Tax.PPTX
Kristen and Jay

Reflecting conversations with both of you, here's a draft for tomorrow.
Edit freely!
Men
Tel: (617)626-2201
Fax:(617)626-2299
**********************************************************************
**********************************************************************
Taxes by the Numbers

Massachusetts
State-Local Tax
Burden as a
Share of State
Income
Connecticut
New York
New Jersey
10.30%
11.90%
12.60%
12.30%
2015 State
Business Tax
Climate Index
24
42
49
50
Personal
income tax rate
5.15%
6.7%
8.82%
8.97%
Business
income tax rate
8%
9%
7.1%
9%
Average
combined
state/local sales
tax rate
6.25%
6.35%
8.48%
6.97%
Stable and Business-Friendly

Personal income tax rate reduction tied to economic
growth
Stabilization fund is used
MA DOR is accessible and engaged with the taxpayer
community
Favorable combined reporting rules for in-state businesses
Manufacturing companies entitled to calculate their MA
income using single sales factor
Recent enactment of market-based sourcing of all sales
(for purposes of income apportionment) favors in-state
businesses
Our Plan Going Forward
Recent FAS 109 agreement; looking for solutions

that work
Reevaluation of the non-income measure and

other regulations that may discourage
investment
DOR investments in technology and people
focused on improving customer service and

information access
From:
To:
Subject:
Date:

RE: From Susan: FW: GE draft
Adrian, please drop these 3 slides in in place of your slide 13

Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
-----Original Message----From: Ash, Jay (EOHED)
To: Kennealy, Michael (EOHED); Ash, Jay (EOHED)
Cc: Servetnick, Adrian (EOHED)
Subject: From Susan: FW: GE draft
-----Original Message----From: Nunnelly, Mark E (DOR) [mailto:nunnellym@dor.state.ma.us]

Subject: GE draft
Kristen and Jay
Reflecting conversations with both of you, here's a draft for tomorrow.
Edit freely!
Men
Tel: (617)626-2201
Fax:(617)626-2299
**********************************************************************
are addressed. If you have received this email in error please notify the
system manager at postmaster at dor.state.ma.us.
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From:
To:
Subject:
Date:
Attachments:

Lepore, Kristen (ANF); "jay.ash@state.ma.us"
Updated and final from our view
DOR_LEGAL-#461870-v4-Bringing_GE_to_MA_-_Tax.PPTX
Ready to receive others edits and/or adapted into broader presentation

framework
Ping with q's
Mark
Tel: (617)626-2201
Fax:(617)626-2299
**********************************************************************
**********************************************************************

Massachusetts
State-Local Tax
Burden as a
Share of State
Income
Connecticut
New York
New Jersey
10.30%
11.90%
12.60%
12.30%
2015 State
Business Tax
Climate Index
24
42
49
50
Personal
income tax rate
5.15%
6.7%
8.82%
8.97%
Business
income tax rate
8%
9%
7.1%
9%
Average
combined
state/local sales
tax rate
6.25%
6.35%
8.48%
6.97%
Corporate Tax Comparison

Massachusetts
Connecticut
New York
1
New Jersey
2
Yes
Yes
1
2016
Yes
No
Single sales
factor for
manufacturers?
Yes
Yes
Yes
Yes
Market-based
sourcing for
sales factor (for
services and
intangibles)?
Yes
No
Yes
No
Combined
Reporting?
1.
2.
No guidance on the rules in these states has been issued yet.

Although New Jersey has not adopted combined reporting, it does have addback rules.
2
Stable and Business-Friendly

Personal income tax rate reduction tied to economic
growth
Stabilization fund is used
MA DOR is accessible and engaged with the taxpayer
community
Favorable combined reporting rules for in-state businesses
Manufacturing companies entitled to calculate their MA
income using single sales factor apportionment
Recent enactment of market-based sourcing of all sales
(for purposes of income apportionment) favors in-state
businesses
Intelligent and strategic tax credits (e.g., R&D)
3
Our Plan Going Forward
Recent FAS 109 agreement; looking for solutions

that work
Reevaluation of the non-income measure and

other regulations that may discourage
investment
DOR investments in technology and people
focused on improving customer service and

information access
From:
To:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

Ash, Jay (EOHED); Servetnick, Adrian (EOHED)
another slide
GE Slide MA story.pptm
The Massachusetts Story

Establish two great education institutions and wait 200 years! Governor Baker.
Jokes aside, Harvard & MIT, and BC, BU, NU, WPI, Holy Cross, Amherst, Williams, Brandeis, Clark,
Bentley, UMASS and 140 others have resulted in Massachusetts being a highly educated state.
Education, R&D and commercialization in higher ed have enhanced a culture of innovation and
entrepreneurship.
Strong existing companies, with great leadership and local commitment, have been bolstered by
emerging and high growth sectors, often in a big city/small town way.
Technology and Life Sciences have driven Boston and Cambridge economies (MIT just announced
a $1.2b initiative in Kendall Square - $1b projects are abounding!) to be arguably the most
successful and innovative communities.
Success attracts success, and companies, new and old, and residents (also new and old!), are
feeding off of each other and fueling even greater success.
Business, higher ed, institutions, philanthropy, non-profits, residents and government are
collaborating and advancing individual and common aspirations and achievements.
The political climate is supportive of and helping to lead the states continuing prosperity.
From:
To:
Subject:
Date:

AV for tomorrow
Adrian,
Here is what they said:
Regarding AV, I asked our AV support to provide me some information regarding our system. He
writes:
The systems in the Guest House are of older technology. They have been modified to allow
for newer computer equipment to display on the room projector. There is a room PC
connected to an overhead LCD projector. The room PC will allow the insertion of thumb
drives if content is delivered that way. However, the system will not allow you to save from
a GE computer. There are three (3) VGA computer input connections with audio in the
table. We can provide a display port to VGA adapter to connect to laptops to accommodate
higher resolution digital outputs. The AV system will scale resolutions down to
accommodate the ability to project. There are table top audio teleconference phone pods
that supply telephony. There is also cable TV.
Also, we will one of our AV people available in the conference room at the start of the meeting for
any assistance that is required.
Can you make sure we have a thumb drive for tomorrow?
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

Mass Intro slide
GE Slide - Mass Intro.pptx
Jay Ash, Secretary

Executive Office of
Housing and Economic Development
(v) 617-788-3626
jay.ash@state.ma.us
Massachusetts a quick look

General description Massachusetts, the most populous state in New England and
among the most dense US states, is rich with history and culture and home to
cosmopolitan urban areas, picturesque seaside communities, and quiet rural hamlets.
Population 6.7 million (14th largest)
Land Mass 10,554 s.m. (44th largest)
Top Industries Financial Services, Technology, Life Sciences, Manufacturing, Fishing,
Tourism
Median Income - $64,859 (5th highest)
Race/Ethnicity 75% Caucasian, 10% Hispanic, 7% Black, 5% Asian
Five largest cities - Boston (636,479), Worcester (182,669), Springfield (153,552), Lowell
(108,522), and Cambridge (106,471)
Major attractions: Cape Cod, Tanglewood, Sturbridge Village, Minuteman National Park,
Plymouth Rock, Basketball Hall of Fame, Gillette Stadium, and Bostons Faneuil Hall,
Freedom Trail and Fenway Paak
From:
To:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

GE - Jay Final.pptx
Project Project.pptx
Massachusetts - A great place to:
Work - Record job levels, national and international

leadership in high growth sectors, a culture of innovation &
entrepreneurship, strong anchor industries, a highly
functioning ecosystem, and ample connections to the world.
Live - Prospering communities, #1 in K-12 public education,

top private high schools and universities, world class health
care, and great culture.
Play - Museums, theatres, history, sports, concerts, beaches,

shopping, restaurants, hiking trails, and festivals & fairs.
About Massachusetts
General description Massachusetts is rich with history and culture and

home to cosmopolitan urban areas, picturesque seaside communities,
and quiet rural hamlets.
Population: 6.7m (14th largest) - Land Mass: 10,554 s.m. (7th smallest)
Top Industries Financial Services, Technology, Life Sciences, Advanced

Manufacturing, Fishing, and Tourism
Median Income - $64,859 (5th highest)
Race/Ethnicity 75% Caucasian, 10% Hispanic, 7% Black, 5% Asian
Five largest cities - Boston (636,479), Worcester (182,669), Springfield

(153,552), Lowell (108,522), and Cambridge (106,471)
Major attractions: Cape Cod, the Berkshires, Tanglewood, Sturbridge

Village, Minuteman National Park, Plymouth Rock, Basketball Hall of
Fame, Gillette Stadium, and Bostons Faneuil Hall, Freedom Trail and
Fenway Paak
2
Establish 2 great education institutions and wait 200 years! Governor Baker.
Jokes aside, Harvard & MIT, and BC, BU, NU, WPI, Holy Cross, Amherst,
Williams, Brandeis, Clark, Bentley, UMASS and the 140 colleges and
universities have resulted in Massachusetts being a highly educated state.
Education, R&D, and technology transfers have enhanced a culture of
innovation and entrepreneurship.
Strong existing companies, with great leadership and local commitment, have
been bolstered by emerging/high growth sectors, in a big city/small town way.
Technology and Life Sciences have driven Boston and Cambridge economies to
be arguably the most successful and innovative communities.
Success attracts success, and companies, new and old, and residents, young
and old, are feeding off of each other and fueling even greater success.
Business, higher ed, institutions, philanthropy, non-profits, residents and
government are collaborating and advancing individual and common
aspirations and achievements, among them: prosperity, innovation, a great
quality of life and meaningful impacts on people, the country and the world.
3
Political Environment
4 US presidents and more

contenders.
Democratic state (D 35%, R

11%, U 52%) with a history
of Republican governors.
Since 1990, the average

governor has been elected
to two terms.

Boston mayoral term has
been 12.8 years.
4
Great working relationship

between the big three, and
with the mayor of Boston.
Consensus: extended
honeymoon a result of the
triumph of people over
personalities, and policy
over politics.
Outlook: stable,
cooperative, productive,
and balanced.
About the Governor

Governor Charlie Baker has extensive public
and private sector experience.
Cabinet secretary 1992 1998.
Overhauled the state social service system.
Closed a $1 billion deficit while cutting taxes
Helped implement sweeping education reform.
CEO of Harvard Pilgrim Health Care 1999 2009.
Transformed a troubled firm in state receivership

into a national leader.
Values the role of the business community and the

private sector in driving the Commonwealth forward.
Supported by Lt. Gov. Karyn Polito, a former five-term

state legislator who leads the administrations
community engagement efforts.
5
Political Stability
Governor Baker is committed to bipartisanship, political

cooperation, and problem-solving.
Assembled a cabinet from across the political spectrum.
Engages in regular, open dialogue with legislative leadership.
Secured a transit agency control board, and significant costcutting concessions, from the Democrat-controlled Legislature.
Results-oriented leadership has yielded a 69/10 statewide
favorable/unfavorable rating.
Governor is focused on Massachusetts I am not and will never
be a candidate for national office.
6
Fiscal Stability
Closed a $1.8 billion FY16 budget deficit without raising taxes or
fees and, for the first time in four years, without drawing down
the states rainy day fund.
The Governors budget ensures state spending will grow slower
than tax collections.
The Governor and legislative leadership are committed to
holding the line on taxes.
Rainy day fund balance currently exceeds $1.1 billion.
Most recent general obligation bond ratings:
Fitch: AA+
Moodys: Aa1
S&P: AA+
7
Executive Office of
Led by Secretary Jay Ash, who managed
Chelsea to record economic and job growth.
Directs housing, community and business
development, job creation, consumer
affairs, banking, insurance, and business
regulation efforts in the Commonwealth.
Administers the Commonwealths economic
incentive programs.
Oversees quasi-public agencies and other
initiatives that support business
development efforts in technology, life
sciences, manufacturing, financial services,
tourism, and defense.
8
Broad Economic Competitiveness Agenda
The Baker-Polito Administration is advancing a multi-facetted

approach to developing regions and communities by:
Creating strong, vibrant, and capable communities.
Promoting a culture of innovation and entrepreneurship.
Enhancing workforce development and talent retention
efforts.
Supporting key sectors and clusters.
Creating a pro-growth regulatory and business environment.
Delivering housing policies that support economic growth.
9
MA is the Most Dynamic,

Innovative State
#1 on the Milken Institute State

Technology and Science Index.
#1 in R&D spending as % of GDP

and per capita.
#1 most economically evolved

state, according to the
Information Technology and
Innovation Foundation.
#1 state for overall

competitiveness according to the
Beacon Hill Institute at Suffolk
University.
#1 life sciences cluster, according

to GEN magazine ratings.
#1 in life sciences employment per

capita, and in % of workforce in
science and engineering
occupations.
#1 in federal expenditures for

academic & non-profit R&D level
and growth among leading
#1 in technology transfers.
technology states.
#1 in science & engineering articles
per capita.
#1 in funding from the National
Institute of Health as % of GDP.
10

Innovative State
2nd in venture capital under

management.
2nd in technology patents per

capita.
2nd highest growth in defense

manufacturing and
instrumentation.
2nd in pre-market
biopharmaceutical
notifications.
Greater Boston ranks 2nd in

technology employment
among major US markets.
Massachusetts medical device

industry is 2nd largest in the
US.
4th in new drug approvals.
11
Educated Workforce
Bachelors Degree
Attainment
Massachusetts
10 in top 100.
38.2%
Colorado
35.9%
Maryland
35.7%
Connecticut
35.6%
New Jersey
34.5%
More than 140 colleges and universities,

and the highest concentration of higher
education institutions in the US.
Half of all Nobel Prize winners in the

United States were educated in
Massachusetts.
#1 in bachelors degrees, at 38.2%.
#1 state in advanced degrees, at 16.8% of
the over 25 population, and 19% of
metro-Boston.
40% of workforce in innovation sectors.
12

Weve Done it Before
Governors Vision
Promote an ideal regulatory

climate in Massachusetts.
Ensure that there is a clearly

identified need for
governmental intervention.
Ensure the costs of the

regulation do not exceed
the benefits.
Create an efficient,
coherent, and consistent
regulatory framework.
13
First-ever comprehensive
regulatory review took place
in 1996, led by thenSecretary Baker of A&F.
Nearly 20% of the

regulations were rescinded
outright, and only 27%
remained unchanged.
3 out of every 4 pages of

regulations were amended
or rescinded.

Massachusetts
Highest
Business Tax
Climate Index
Connecticut
New York
New Jersey
27
State-Local Tax
Burden as a
Share of State
Income
10.30%
11.90%
12.60%
12.30%
Personal
income tax rate
5.15%
6.70%
8.82%
8.97%
Business
income tax rate
8%
9%
7.10%
9%
Capital Gains
Tax
5.15%
6.70%
8.80%
9%
Average
combined
state/local sales
tax rate
6.25%
6.35%
8.48%
6.97%
14
Taxation: Stable and Business-Friendly
Current Programs
Personal income tax rate reduction tied to economic growth.

Department of Revenue is accessible and engaged with the taxpayer community.
Favorable combined reporting rules for in-state businesses.
Recent enactment of market-based sourcing of all sales (for purposes of income
apportionment) favors in-state businesses.
Stabilization fund available.
Going Forward
Recent FAS 109 agreement; looking for solutions that work.
Reevaluation of the non-income measure and other regulations that may
discourage investment.
DOR investments in technology and people focused on improving customer service

and information access.
Income tax rate is scheduled to drop to 5.1% in January 2016.
15
Incentives & Programs
Economic Development Incentive Program (EDIP)

Since 2010, EDIP has provided tax credits for 251 expansion and growth projects.
These plan to create 17,716 jobs, retain 47,883 jobs and secure $6.2b in private
investments. EDIP provides for both state and local tax relief.
Research & Development Tax Credit

Massachusetts offers a tax incentive for research and development investment for
both manufacturers and R&D companies.
Workforce Training Fund

The Workforce Training Fund is a state fund financed by Massachusetts employers to
provide applicants with the resources to improve employee skills.
Single Sales Factor

While many states use a three-factor apportionment formula to determine a
manufacturers net income, creating a greater burden for businesses, Massachusetts

only uses a single sales factor apportionment formula.
16
Other Headquarters
26 Fortune 1000 companies in MA, 24 within 40 miles of Boston
Financial
Medical Devices
Sciences
17
IT/ Communications
Other
GE in MA (miles from Boston)
Marlborough (31 miles)
North American HQ for life sciences
Westborough (37 miles)
Life Sciences manufacturing
Lynn (11 miles)
Aerospace manufacturing
Boston
Healthcare IT solutions
Watertown (9 miles)
Water division
Burlington (16 miles)

Transportation
Billerica (21 miles)
World HQ for Oil & Gas measurement control

18
Key Locations
Boston:
New Englands economic engine, with areas like the Seaport

District, the Downtown, Back Bay, and the Financial District.
Quick airport access and robust public transit infrastructure.

Home to Fidelity, Liberty Mutual, Vertex Pharmaceuticals,
Arnold Advertising, LogMeIn, Putnam Investments, Bain Capital,

Wellington Management, Massachusetts General Hospital.
19
Key Locations
Kendall Square, Cambridge:
The most innovative square mile in the world.

Home to MIT, Google, Microsoft, Amazon, Twitter, Genzyme,
Biogen, Novartis, the Broad Institute, and HubSpot.
Current commercial development pipeline exceeds 5 million
square feet. Strong and development-ready REIT ownership.
MIT announced plans this week to invest $1.2b, and create

nearly 1 million square feet, 740 apartments for a mix of
students and non-students, and increased retail space.
20
Key Locations, continued
North Point, Cambridge:

Emerging mixed-use neighborhood along the Charles River & MBTA Green Line
expansion, minutes from Kendall Square and downtown Boston.

Home to EF Educations headquarters campus. Fully permitted for up to 2 million
square feet of build-to-suit commercial development.
Located near North Station, TD Garden, and the Museum of Science.
Alewife, Cambridge:
Emerging mixed-use
neighborhood with MBTA rail

access, located midway
between Kendall Square and
the Route 128 belt.
Closest to some of Greater
Bostons most desirable
communities.
Strong and developmentready REIT ownership.
21

SouthField
Emerging mixed-use masterplanned community of 1,400 acres,
30 minutes south of Boston.
Direct commuter rail access, and
close highway access.
Currently zoned for 2 million
square feet of commercial space.
Assembly Square, Somerville

Regions fastest growing neighborhood along the Mystic River.
45-acre master-developed project will ultimately encompass 2.8 million square feet of
office, 630,000 square feet of retail, and 1,800 apartments.
Direct MBTA rail and highway access, five minutes from Downtown Boston.
Future home to Partners Healthcares headquarters campus (pictured).
Available commercial space and development-ready pads.
Future home of Partners Health Care administrative offices.
22

Worcester
Home to companies including Hanover Insurance
and Siemens.
Holds UMass Medical School campus, Worcester
Polytechnic Institute and 13 other area colleges.
Less than an hour drive to Boston. MBTA and
regional public transportation access.
Commercial development pads available in the
ongoing downtown transformation.
Springfield
Home to MassMutual, Baystate Health, and the TechSpring
ehealth incubator, as well as 5 colleges.
Future home to MGM Springfield casino and CNR Changchun
railway vehicles assembly center.
Half-hour drive to Hartford, 90-minute drive to Boston.
Affordable development sites.
23
Boston Logan - Domestic
Boston Logan serves 73 domestic non-stop destinations, including 60 minute flights to

NYC, and 90 minute flights to Washington, DC.
24
Boston Logan - International
Boston Logan serves 46 international, non-stop destinations,

including the shortest US flights to Europe.
25
Public Transportation
MBTA:
Stations in 90 cities
and towns across 7
counties.
Tied for most rail lines

in the US.
7th highest ridership

per mile in the US.
Governor Baker
sought and received

authority for increased
control which will lead
to substantial
upgrades.
26
Transportation Assets
11 Airports (in green).
5 Heliports within 20 miles

of Boston (in purple).
Amtrak lines to 10 states

and DC.
Boston ranked #3 most

walkable large city.
#4 most bicycle friendly

state.
139 Hubway bicycle share

stations in Boston/
Cambridge.
27
#1 K-8 Education
#1 state in 4th grade math and reading, and #2 in 4th grade

writing scores.
#1 state in 8th grade

math, #1 in 8th
grade reading, and
#3 in 8th grade
writing scores.
Ranked #1 state in
K-12 achievement
by Education Week.
MA 8th graders rank #2 in world in science achievement.

28
Best High Schools
10 public high
schools (in blue) in
the top 1.5% of US.
7 prep schools (in

green) in the top
20 in US.
3 of the top 10
schools for Ivy
League
acceptance.
All within 30 miles

of Boston.
29
Culture
Arts
Home to the Boston
Sports:
Boston sports teams have won
Symphony Orchestra- one of

the premier American
orchestras.
nine championships since 2000.
Nations oldest marathon and

worlds largest regatta.
Museums in Boston and
Worcester house works from

ancient Egypt to Gaugain and
Picasso.
Worlds largest athletic

fundraiser.
Emerging Culture:
Houses 10 breweries & 7
distilleries.
Lawn on D: an interactive
30
experimental outdoor space.
Recreation
1,500+ miles of coastline

including 1 national seashore
Cape Cod beaches consistently rated
among nations best.
Parks:
29 State parks.
78 State forests.
4 wildlife management areas.
1 national park.
31
55 boating clubs.
400 golf courses, including 4
PGA top 100.
Vacation destinations include
the Cape and Islands, the North
Shore, and the Berkshires.
Quality of Life
Forbes ranked
Massachusetts #1 in Quality
of Life in 2014.
Best online job market,

according to Georgetown.
Boston ranked the

healthiest city in the US by
NerdWallet and 9th coolest
city by Forbes.
Fast Company named

Boston one of the top cities
of Tomorrowland for
technology innovation in
the Seaport.
Massachusetts ranked the

safest place to live by
WalletHub.
Health care
2 of the top 6 and hospitals in
the U.S. are in Boston.
Home to the top 5 NIH funded

research hospitals in the US.
17 nationally ranked hospitals

in MA.
32
Closing
Excellent #1 in the economy, education, and more.
Prosperous record job, sector, and investment growth.
Stable in leadership, the economy, and in quality of life.
Happening established and transforming live & play spaces.
Revolutionary no place has a higher functioning ecosystem.
Connected planes, trains, cars, bikes, boats, and feet.
Desirable influx of investment and people say it all.
Good Will bipartisan, no acrimony, and bonding.
Collaborative partnerships and networks abound.
Leadership old and new have track records of success.

33
Testimonials
The Massachusetts economy has become the envy of the nation in large part because of
the unique collaborative relationship that exists among employers, the Baker
Administration and the Legislature. These groups dont agree on every issue, but share a
fundamental understanding that a healthy and predictable business climate enables the
private sector to create economic opportunities for the citizens of Massachusetts. Rick
Lord, Associated Industries of Massachusetts
No games. No politics. No drama. Just governing, leadership, and getting things done.
JD Chesloff, Massachusetts Business Roundtable
We know from experience how fortunate the Commonwealth is to have Charlie Baker as
its Governor. Charlie has the experience, talent and proven leadership skills to work
effectively with job creators and the Legislature to expand the states economy by
championing policies that build on our strengths and address our competitive challenges
head on. Christopher Anderson, Massachusetts High Tech Council
Massachusetts is a great place to do business, and one of the primary reasons is the
collaborative relationship between state leaders and our business community. We work
together on issues, we respond to challenges quickly, and were always looking for ways
to promote more growth and more opportunity. Jim Rooney, Greater Boston Chamber
of Commerce
34
From:
To:
Subject:
Date:
Pham, Nam (EOHED)

Ash, Jay (EOHED); Kirk, Carolyn (EOHED); Kennealy, Michael (EOHED)
Project Project: He lives in Duxbury
Thursday, August 06, 2015 7:40:04 AM
Brackett B. Denniston III

Senior Vice President
General Counsel, GE
Brackett Denniston is Senior Vice President, Secretary and General Counsel for General
Electric Company. He was named General Counsel in 2004 and Senior Vice President in
December 2005. He is a director of GE Capital Corporation and the GE Foundation, and is a
member of GEs Corporate Executive Council. Mr. Denniston also serves as Chairman of the
Companys Policy Compliance Review Board, the governing compliance board of GE.
Mr. Denniston previously served as GEs Vice President and Senior Counsel for Litigation
and Legal Policy from 1996-2004.
From 1993 to 1996, he was Chief Legal Counsel to Governor William F. Weld of
Massachusetts.
Best regards,
Nam Pham

10 Park Plaza, Suite 3730
Boston, MA 02116
617-973-8540
617-352-8435 (Cell)
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Pham, Nam (EOHED)
RE: Project Project: He lives in Duxbury
Thx. We are having various conversations with him.
-------- Original message -------From: "Pham, Nam (EOHED)" <nam.pham@MassMail.State.MA.US>

Date: 08/06/2015 7:40 AM (GMT-05:00)
To: "Ash, Jay (EOHED)" <jay.ash@MassMail.State.MA.US>, "Kirk, Carolyn (EOHED)"
<carolyn.kirk@MassMail.State.MA.US>, "Kennealy, Michael (EOHED)"
Subject: Project Project: He lives in Duxbury
Brackett B. Denniston III

Senior Vice President
General Counsel, GE
Brackett Denniston is Senior Vice President, Secretary and General Counsel for General
Electric Company. He was named General Counsel in 2004 and Senior Vice President in
December 2005. He is a director of GE Capital Corporation and the GE Foundation, and is a
member of GEs Corporate Executive Council. Mr. Denniston also serves as Chairman of the
Companys Policy Compliance Review Board, the governing compliance board of GE.
Mr. Denniston previously served as GEs Vice President and Senior Counsel for Litigation
and Legal Policy from 1996-2004.
From 1993 to 1996, he was Chief Legal Counsel to Governor William F. Weld of
Massachusetts.
Best regards,
Nam Pham

Boston, MA 02116
617-973-8540
617-352-8435 (Cell)
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Saia, Susan (EOHED)
RE: Meeting request from Mike Kennealy
Nope
-------- Original message -------From: "Saia, Susan (EOHED)" <ssaia@MassMail.State.MA.US>

Date: 08/06/2015 10:31 AM (GMT-05:00)
Subject: Meeting request from Mike Kennealy
He would like to meet with you and Adrian either today or tomorrow to go over the deck that
was used for GE.
From:
To:
Subject:
Date:
Attachments:

Saia, Susan (EOHED)
letter
Friday, August 07, 2015 3:31:00 PM
GE follow up letter.docx
Could you print on letterhead?
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
Ann R. Klee
Vice President, Global Operations
Environment, Health & Safety
General Electric Company
3135 Easton Turnpike
Fairfield, CT 06828
Dear Ann:
I want to thank you and the rest of the GE team for all of your time last week and for an
enjoyable and informative discussion. My colleagues and I very much appreciated the
opportunity to visit with you, to tell the Massachusetts story, and to learn more about GE and
your objectives. I hope that we were able to convey to you that the Commonwealth is a great
place to work and live and that our unique profile as a state economy would enhance GEs
position as a technology company. Moreover, I hope that we were able to impress upon you the
essential attributes of our political culture and the style and priorities of the Baker Administration
a stable, responsible, bipartisan government committed to holding the line on taxes, fostering
growth and opportunity, and partnering closely with Massachusetts companies.
Below, Id like to provide additional detail and answer some questions on topics that we
discussed in our meeting:
Education and workforce
As discussed, we believe that education in Massachusetts is a real differentiator there is simply
no better place in the country to receive an education whether in public or private schools. There
are a couple of ranking of public schools in Massachusetts that I wanted to pass along that you
may find useful - http://www.usnews.com/education/best-high-schools/massachusetts
and http://www.bostonmagazine.com/best-public-schools-boston-2014-chart/. The TIMSS data
mentioned in our presentation is the Trends in International Mathematics and Science Study, a
set of international assessments of students around the world. The participating students take the
same test and come from a diverse set of educational systems within each country, with a
minimum of 4,500 students evaluated in each jurisdiction. As discussed, this data shows that our
students academic achievement compares very favorably on a global basis. We are happy to
provide any other data that you think could further your understanding of our educational system
and how our schools compare, both within and outside of Massachusetts.
Technology economy
As we mentioned, Massachusetts ranks #1 in technology transfers. Massachusetts research
institutions and universities executed the highest number of licenses and options in 2012 118
more than New York and 126 more than California. Per capita, Massachusetts executed nearly 8
times as many tech transfers as California. Data comes from the Association of University
Technology Managers (AUTM).
State
MA
NY
CA
PA
TX
IL
MN
OH
NJ
CT
Licenses &
Options
Executed
2012
598
480
472
419
268
162
160
146
130
9
Southfield
It seemed from our discussion that there was interest in learning more about Southfield. As
discussed, this is a mixed-use master-planned community of 1,400 acres only 30 minutes south
of Boston, with direct public transportation access and close highway access. At this stage, there
are almost limitless opportunities for development of an office building or campus. With respect
to a helipad, Southfield was originally a Naval airfield and it is adjacent to a hospital. While
there is not currently a helipad, we have confirmed that it would be possible to construct one, in
consultation of course with the FAA. I have attached additional information about Southfield.
We look forward to continuing the dialogue with you, and please let me know if there is any
other information that we can provide at this time the opportunity to welcome GE to
Massachusetts is an exciting prospect for all of us! You may contact me at any time at (617)
788-3650 or by email at jay.ash@state.ma.us.
Sincerely,
Secretary Jay Ash

From:
To:
Subject:
Date:
Attachments:

Saia, Susan (EOHED)
RE: letter
This is correct
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Sent: Friday, August 07, 2015 3:32 PM
To: Saia, Susan (EOHED)
Subject: RE: letter
Never mind need to make a change
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

To: Saia, Susan (EOHED)
Subject: letter
Could you print on letterhead?
Mike Kennealy

Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
Ann R. Klee
Fairfield, CT 06828
Dear Ann:
Technology economy
State
MA
NY
CA
PA
TX
IL
MN
OH
NJ
CT
Licenses &
Options
Executed
2012
598
480
472
419
268
162
160
146
130
9
Massachusetts fiscal position

We discussed the fact that the Commonwealths general obligation debt outstanding is high on a
per capita basis. We believe that our debt is manageable given our robust economy but, more
importantly, so do the ratings agencies. Standard & Poors, for example, rates our debt as AA+
with a stable outlook; they currently rate 15 states as AAA, 13 as AA+, and 22 states below our
rating. It is worth noting that the our structure of government results in the bulk of government
borrowings occurring at the state not the county or local level - per a U.S. Census Bureau report,
Massachusetts ranked 50th out of 50 states in terms of local debt as a percent of total debt
Southfield
Sincerely,
Secretary Jay Ash

From:
To:
Subject:
Date:
Attachments:

Kulish, Karen (GE, Corporate)
Letter and information from Jay Ash
MA EOHED letter August 7.pdf
SouthField Commercial Development Overview - LStar Communities August 2015.pdf
Hi Karen,
Could you please forward this letter and attachment along to Ann?

Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:
Attachments:

l
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
Ann R. Klee
Fairfield, CT 06828
Dear Ann:
Technology economy
State
MA
NY
CA
PA
TX
IL
MN
OH
NJ
CT
Licenses &
Options
Executed
2012
598
480
472
419
268
162
160
146
130
9
Massachusetts fiscal position

We discussed the fact that the Commonwealths general obligation debt outstanding is high on a
per capita basis. We believe that our debt is manageable given our robust economy but, more
importantly, so do the ratings agencies. Standard & Poors, for example, rates our debt as AA+
with a stable outlook; they currently rate 15 states as AAA, 13 as AA+, and 22 states below our
rating. It is worth noting that the our structure of government results in the bulk of government
borrowings occurring at the state not the county or local level - per a U.S. Census Bureau report,
Massachusetts ranked 50th out of 50 states in terms of local debt as a percent of total debt
Southfield
Sincerely,
Secretary Jay Ash

From:
To:
Subject:
Date:
Attachments:
Susan Saia
Fwd: Letter and information from Jay Ash
Wednesday, August 12, 2015 8:44:11 AM
ATT00001.htm
ATT00002.htm
Hi Susan, could you print out these attachments in color and mail to Karen Kulish today? I
will send you her address now. Thanks!
Mike Kennealy
From: "Kennealy, Michael (EOHED)"
To: "Kulish, Karen (GE, Corporate)" <karen.kulish@ge.com>
Subject: Letter and information from Jay Ash
Hi Karen,

Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Kirk, Carolyn (EOHED); Pham, Nam (EOHED); Distefano, Maria (MOBD); Nunnelly, Mark E (DOR); Kennealy,
Michael (EOHED)
Project Project
Congratulations all- I just got off the phone with GE, and weve made it to the next stage. More to
follow, including work assignments, but hope this makes a promising weekend even better.
Jay Ash, Secretary

Executive Office of
(v) 617-788-3626
jay.ash@state.ma.us
From:
To:
Subject:
Date:

Ash, Jay (EOHED); Kirk, Carolyn (EOHED); Pham, Nam (EOHED); Distefano, Maria (MOBD); Nunnelly, Mark E
(DOR)
RE: Project Project
Awesome news - thanks Jay. Looking forward to next steps.

To: Kirk, Carolyn (EOHED); Pham, Nam (EOHED); Distefano, Maria (MOBD); Nunnelly, Mark E (DOR);
Congratulations all- I just got off the phone with GE, and weve made it to the next stage. More to
follow, including work assignments, but hope this makes a promising weekend even better.
Jay Ash, Secretary

Executive Office of
(v) 617-788-3626
jay.ash@state.ma.us
From:
To:
Subject:
Date:
Saia, Susan (EOHED)

Ash, Jay (EOHED)
GE address
Monday, August 17, 2015 2:10:40 PM

Fairfield, CT 06828
From:
To:
Cc:
Subject:
Date:

Ash, Jay (EOHED)
Stebbins, Katie (EOHED)
GE and CT
http://m.ctpost.com/news/article/Malloy-plays-defense-as-Cuomo-preys-on-GE
-6453578.php
Sent from my iPhone
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

John Sullivan; Saia, Susan (EOHED)
Joe Zink; Tim Coskren
RE: Thank You for Touring Marlborough Hills!
Thursday, August 20, 2015 7:20:22 PM
Thx. Already referred your site to a bio company and will continue to do
so. Count me on the team!
________________________________________
From: John Sullivan [jsullivan@atlanticmanagement.com]
Sent: Thursday, August 20, 2015 7:10 PM
To: Ash, Jay (EOHED); Saia, Susan (EOHED)
Cc: Joe Zink; Tim Coskren
Subject: Thank You for Touring Marlborough Hills!
Afternoon Secretary Ash, just a quick note of thanks for visiting our
Marlborough Hills mixed-use development last week.
We appreciated you taking time out of your busy schedule to meet with Joe,
Tim and I and touring the new Quest Diagnostics state-of-the-art Lab of
the Future. As you know, Quest relocated from multiple locations into the
Marlborough campus and occupied their space last year.
GE Healthcare Life Sciences recently commenced construction on their new
offices and life science labs. GE Healthcare hopes to fill nearly 400 new
positions and employ close to 700 people as they target an initial
occupancy by the end of the year. They have already hired 197 people since
October 2014 that will be located in this new facility. Similar to Quest,
GE Healthcare is also relocating from multiple facilities, including two
locations from out-of state.
Hilton Garden Inn also commenced with construction on their 163 room hotel
which is slated to open in Spring 2016. Avalon recently opened their first
phase of residential units this Spring and continues with construction on
the remaining units which will total 350.
As Joe noted, under our current zoning overlay district (see attached copy
for reference), we have the ability and expansion capacity to develop
another 350,000-400,000 square feet, including an as of right
biotechnology manufacturing use.
As we discussed, we have the flexibility and site expansion opportunities
for businesses, including in-place zoning, permitting and infrastructure.
Please find attached for reference our Marlborough Hills Mixed Use
Development Overview package containing additional site and property
information.
Let us know if you require any additional information.
Thank you.
From:
To:
Subject:
Date:

Sabella, Kristen J (EOHED)
RE: FYI: GE
Tuesday, August 25, 2015 1:35:00 PM
Thanks for sending!
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From: Sabella, Kristen J (EOHED)

Sent: Tuesday, August 25, 2015 11:21 AM
To: Servetnick, Adrian (EOHED); Kennealy, Michael (EOHED)
Subject: FYI: GE
http://ctmirror.org/2015/08/24/malloy-ct-made-its-pitch-to-keep-ge-in-state/
Gov. Dannel P. Malloy confirmed Monday that he and others in his administration have met with
General Electric and proposed some specific assistance to keep its headquarters in Fairfield.
Kristen J. Sabella
E: Kristen.j.Sabella@state.ma.us
P: 617-788-3604
C: 617-352-8437
From:
To:
Subject:
Date:
Pham, Nam (SEA)

Jay Ash; Kennealy, Michael (EOHED); Carolyn Kirk
The GE Headquarters Sweepstakes
Monday, August 31, 2015 9:12:40 PM
Here is something from WSJ.com that might interest you:

The GE Headquarters Sweepstakes
http://www.wsj.com/article_email/the-ge-headquarters-sweepstakes-1440975363lMyQjAxMTA1ODA1MTAwODE4Wj
From:
To:
Subject:
Date:
Importance:
Saia, Susan (EOHED)

Ash, Jay (EOHED)
Request from Brent Woodruff
Tuesday, September 01, 2015 8:36:29 AM
High
Jay,
Did you see this request?
Thanks.
Susan
______________________________________________________________________
Peter: Good morning. Jay has indicated that you will be GEs primary point of contact to help us
organize a visit to Massachusetts on September 15th. I want to use this email to introduce you to
Brent Woodruff (CBRE) who is serving as GEs commercial real estate consultant. Below is Brents
full contact information for your files.
For planning purposes we would like to schedule a logistics call on Wednesday September 2nd at
9:30am on TUESDAY September 1st at 4:00PM (ET). If that time does not work please propose an
alternative time for this afternoon or tomorrow. Brent will send along an agenda to help you
prepare for the discussion. Thank you in advance for ensuring that all participants have executed
the NDA. If you need any assistance with that aspect please let Brent know. Best. Jim
K. Brent Woodruff | Executive Vice President

CBRE | Global Corporate Services
3280 Peachtree Road NW, Suite 1400 | Atlanta, GA 30305
T 404 504 5962 | F 404 504 7866 | C 404 556 0754
brent.woodruff@cbre.com | www.cbre.com
James McGaugh
Northeast Executive Manager
GE Government Affairs & Policy
1101 Technology Park
Billerica, Massachusetts 01821
Cell (617) 285-2297
James.mcgaugh@ge.com
To:
Subject:
Date:
"Mcgaugh, James (GE Corporate)"

Accepted: GE Follow Up
From:
To:
Subject:
Date:
Attachments:
Saia, Susan (EOHED)

Ash, Jay (EOHED)
Sorry to forward again: FW: Did you see this? FW: GE Follow Up
GE Follow Up (5.77 KB).msg
Please see below.
From: Saia, Susan (EOHED) On Behalf Of susan.saia@state.ma.us

Sent: Tuesday, September 01, 2015 8:35 AM
Subject: Did you see this? FW: GE Follow Up

T 404 504 5962 | F 404 504 7866 | C 404 556 0754
James McGaugh
Cell (617) 285-2297
___________________________________________________________________________________
From: Mcgaugh, James (GE Corporate) [james.mcgaugh@ge.com]
To: Saia, Susan (EOHED) [Saia, Susan (EOHED)]
CC:
Subject: GE Follow Up
Sent: Tuesday, September 01, 2015 06:41:10
___________________________________________________________________________________
Peter: Good morning. Jay has indicated that you will be GEs primary point of contact to help us organize a
visit to Massachusetts on September 15th. I want to use this email to introduce you to Brent Woodruff
(CBRE) who is serving as GEs commercial real estate consultant. Below is Brents full contact information
for your files.
For planning purposes we would like to schedule a logistics call on Wednesday September 2nd at 9:30am on
TUESDAY September 1st at 4:00PM (ET). If that time does not work please propose an alternative time for
this afternoon or tomorrow. Brent will send along an agenda to help you prepare for the discussion. Thank
you in advance for ensuring that all participants have executed the NDA. If you need any assistance with
that aspect please let Brent know. Best. Jim

T 404 504 5962 | F 404 504 7866 | C 404 556 0754
<mailto:brent.woodruff@cbre.com> brent.woodruff@cbre.com |
<https://urldefense.proofpoint.com/v2/url?u=http3A__www.cbre.com_&d=BQMFAg&c=IV_clAzoPDE253xZdHuilRgztyh_RiV3wUrLrDQYWSI&r=GTO0yfCRKO4_
SUtvVKe_lQiHn4S86jB1Ftd6_4IM86E&m=CIyrUhaWL7ykZVB4M_aySfS79is7TE338p83OJ0hWsg&s=bK99bt9d
Cc6ELKGtZ_uUSuPQQqqso1UQETwDk_zI2j4&e=> www.cbre.com
James McGaugh
Cell (617) 285-2297
<mailto:James.mcgaugh@ge.com> James.mcgaugh@ge.com
file:///sea-fp-sea-007/...blic%20Records/Plum%20Response/GE%20Follow%20Up%20(5.77%20KB)_1.msg.folder/GE%20Follow%20Up.txt[5/3/2016 9:47:19 AM]
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

McMorrow, Paul (EOHED); Kennealy, Michael (EOHED)
susan.saia@state.ma.us
RE: Prep for HBS meeting
Tuesday, September 01, 2015 5:51:00 PM
Lets think about the 15th. It would be after the GE visit. Lets reserve 5:30 and then look at what
the GE agenda might be.
From: McMorrow, Paul (EOHED)

Sent: Tuesday, September 01, 2015 5:10 PM
Subject: RE: Prep for HBS meeting
15th and 17th both work

To: Ash, Jay (EOHED); McMorrow, Paul (EOHED)
Subject: Prep for HBS meeting
Jay and I discussed doing an early evening meeting to prep for the HBS meeting on 9/23 would
either September 8, 15, or 17 work?
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Cc:
Subject:
Date:

Ash, Jay (EOHED)
McMorrow, Paul (EOHED); susan.saia@state.ma.us
Re: Prep for HBS meeting
GE is 8am - 3pm on 9/15 per our call today. A lot to catch up on there and one other schedule
item - GE wants to do a dinner night before on 9/14.
Mike Kennealy
On Sep 1, 2015, at 5:51 PM, Ash, Jay (EOHED) <jay.ash@MassMail.State.MA.US> wrote:
Lets think about the 15th. It would be after the GE visit. Lets reserve 5:30 and then
look at what the GE agenda might be.


Jay and I discussed doing an early evening meeting to prep for the HBS meeting on
9/23 would either September 8, 15, or 17 work?
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

Ok. Susan, Im still going to then run out to Leominster that night. Mike and I will talk about my role
in the tours to see if that will be a problem.
Paul and Mike, we wont be able to get together on the evening of the 15th or 17th. Lets figure out
something else.
Mike, dinner of the 14th would work for me. Is this purely social or work related?

Cc: McMorrow, Paul (EOHED); susan.saia@state.ma.us
Subject: Re: Prep for HBS meeting
GE is 8am - 3pm on 9/15 per our call today. A lot to catch up on there and one other schedule item GE wants to do a dinner night before on 9/14.
Mike Kennealy



Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Saia, Susan (EOHED)
RE: Sorry to forward again: FW: Did you see this? FW: GE Follow Up
thx
From: Saia, Susan (EOHED)

Subject: Sorry to forward again: FW: Did you see this? FW: GE Follow Up
Please see below.
From: Saia, Susan (EOHED) On Behalf Of susan.saia@state.ma.us

Subject: Did you see this? FW: GE Follow Up

T 404 504 5962 | F 404 504 7866 | C 404 556 0754
James McGaugh

Cell (617) 285-2297
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Saia, Susan (EOHED)
RE: Request from Brent Woodruff
Yes told Mike and Nam to handle it.
From: Saia, Susan (EOHED)

Subject: Request from Brent Woodruff
Importance: High
Jay,
Did you see this request?
Thanks.
Susan
______________________________________________________________________

T 404 504 5962 | F 404 504 7866 | C 404 556 0754
James McGaugh

Cell (617) 285-2297
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

McMorrow, Paul (EOHED); Kennealy, Michael (EOHED)
susan.saia@state.ma.us
Susan, can you see if Chrystal can move the 9/8 meeting to the morning gap I have and cancel
Paul/Aimee/Kristen, and then give Paul and Mike that time slot, or some variation of this plan?

To: Ash, Jay (EOHED); Kennealy, Michael (EOHED)
Cc: susan.saia@state.ma.us
Late afternoon of 9/8?

Ok. Susan, Im still going to then run out to Leominster that night. Mike and I will talk about my role
in the tours to see if that will be a problem.
Paul and Mike, we wont be able to get together on the evening of the 15th or 17th. Lets figure out
something else.

GE is 8am - 3pm on 9/15 per our call today. A lot to catch up on there and one other schedule item GE wants to do a dinner night before on 9/14.
Mike Kennealy


Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Cc:
Subject:
Date:

Ash, Jay (EOHED)
More work than social; definitely a key part of their process as described today.
Mike Kennealy
Ok. Susan, Im still going to then run out to Leominster that night. Mike and I will talk
about my role in the tours to see if that will be a problem.
Paul and Mike, we wont be able to get together on the evening of the 15th or 17th.
Lets figure out something else.

GE is 8am - 3pm on 9/15 per our call today. A lot to catch up on there and one other
schedule item - GE wants to do a dinner night before on 9/14.
Mike Kennealy
Lets think about the 15th. It would be after the GE visit. Lets reserve
5:30 and then look at what the GE agenda might be.



Jay and I discussed doing an early evening meeting to prep for the HBS
meeting on 9/23 would either September 8, 15, or 17 work?
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Cc:
Subject:
Date:
McMorrow, Paul (EOHED)
Ash, Jay (EOHED); susan.saia@state.ma.us
Good
Mike Kennealy
On Sep 1, 2015, at 6:17 PM, McMorrow, Paul (EOHED)
<paul.mcmorrow@MassMail.State.MA.US> wrote:


Mike Kennealy


Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Cc:
Subject:
Date:

Ash, Jay (EOHED)
Wednesday, September 02, 2015 6:24:06 AM
Can we do 5pm on Sept 8?

Mike Kennealy
Susan, can you see if Chrystal can move the 9/8 meeting to the morning gap I have and
cancel Paul/Aimee/Kristen, and then give Paul and Mike that time slot, or some
variation of this plan?

To: Ash, Jay (EOHED); Kennealy, Michael (EOHED)
Cc: susan.saia@state.ma.us



Mike Kennealy


Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:

Ash, Jay (EOHED); Pham, Nam (EOHED); Milano, Peter (MOBD)
Notes from 9/1 Project Project call
Thursday, September 03, 2015 12:16:48 PM
Jay, Nam, Peter,
Here are my notes from the Project Project call on Tuesday afternoon. Nam and Peter please
correct/amend as you see fit. Jay Nam, Peter, and I will come up with a draft plan soon that we
should review and discuss.
Mike
Participants
Jim McGaugh, Northeast Executive Manager, Project Project Government Affairs & Policy, based in
Billerica
Brent Woodruff, Executive Vice President, CBRE Global Corporate Services, based in Atlanta
Clif Morehead, also from Project Project Government relations
Mike
Nam
Peter
Notes re: September 14

- They will land at Logan around 5 or 5:30pm on 9/14; corporate jet.
- Would like to have dinner at a restaurant so the team can see the amenities the city/state
offers and spend time with our team. They suggested that we bring business leaders who
can speak to Massachusetts but (1) leaders will have to be under NDA; and (2) this will all be
on a no names basis Project Project team will give first names only and not company
name; they will continue to use Project Plum. Ideally private room at the restaurant.
- Re: confidentiality, acknowledged that there has been a lot of press about this and
interestingly said most of which is fiction.
- They would like us to suggest a hotel either in city or suburbs, secure a block of rooms, and
then their team will check in with credit cards.
- There will be 10-11 people from their team, maybe less; they will confirm number and names
next week.
- They would like to start the tour at 8am and need to be back at Logan at 3pm. Suggest that
we have lunch while on the move given that they want to see a lot and will have had time
with us over dinner the night before.
- Given tightness of schedule this would be more drive by of locations.
- They want to see housing options within price points they will indicate, including 1-2
executive sites. Later said maybe see 3-4 clusters with 1 residential site for staff and 1 for
execs.
- They will give us a list of high tech companies they are interested in; want to know where the
tech clusters are and what has been the trend on where tech is located; expressed interest
in being in heart of a tech hub, downtown or suburbs.

They also want to see a map of where the Fortune 500 companies and other large companies
are headquartered or have a presence and which have relocated here in the last 5 years.
Unless the office would be a 5 minute drive to a major airport they need a helipad.
Preference for something that is not a typical office; suggested options like redeveloping a
100 year old site or building some sort of different building in an office park.
Very interested in mass transit and highway commute times.
Interested in how high tech has evolved and how the city has reinvented and
redeveloped and is not dependent on one industry (counter examples offered of Detroit
and Pittsburgh).
Mentioned quality of life maybe looking for something that is not a campus but more
dense, urban, with options to go out after work.
They are viewing this as a 20-40 year commitment; we could suggest sites that are not
prominent now but we think will be in the future - skate where the puck is going.
Want to walk away surprised by the region; this is not about picking a particular building at
this stage (timing overall uncertain).
We asked about any specific areas they might be interested in (note I dont think Brent
knows this area all that well). Said (1) 128 high tech; and (2) a south shore redevelopment
(I assume this is Southfield) but question about talent.
Open to a multi-tenant situation, with some restrictions on other tenant(s).
We asked about size tough question as it depends in timing and phasing of headcount;
could be anywhere from 200-400 employees; >2 but <10 floors
Emphasized that HQs for their various lines of business typically have innovation centers
they would like to explore having one at corp HQ (note Im not clear on what this would
mean).
We take care of transportation and box lunch
We should not work with CBRE directly on sites Brent said nobody else within CBRE knows
about this (note they used a Project Project email address for Brent on meeting invite).
Said no gifts we emphasized that we are really not equipped to give or receive gifts.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:

Milano, Peter (MOBD)
RE: Notes from 9/1 Project Project call
Great
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From: Milano, Peter (MOBD)

Sent: Thursday, September 03, 2015 12:19 PM
Cc: Ash, Jay (EOHED); Pham, Nam (EOHED); Milano, Peter (MOBD)
Subject: Re: Notes from 9/1 Project Project call
Mike,
Nam and I just finished a meeting with Jim McGaugh. I sent a calendar invite for 3:00today to review
what we have learned.
Thanks,
Peter
Sent from my iPhone
On Sep 3, 2015, at 12:16 PM, Kennealy, Michael (EOHED)
Jay, Nam, Peter,
Here are my notes from the Project Project call on Tuesday afternoon. Nam and Peter
please correct/amend as you see fit. Jay Nam, Peter, and I will come up with a
draft plan soon that we should review and discuss.
Mike
Participants
Jim McGaugh, Northeast Executive Manager, Project Project Government Affairs &
Policy, based in Billerica
Brent Woodruff, Executive Vice President, CBRE Global Corporate Services, based in
Atlanta
Mike
Nam
Peter

- Would like to have dinner at a restaurant so the team can see the amenities
the city/state offers and spend time with our team. They suggested that we
bring business leaders who can speak to Massachusetts but (1) leaders will
have to be under NDA; and (2) this will all be on a no names basis Project
Project team will give first names only and not company name; they will
continue to use Project Plum. Ideally private room at the restaurant.
- Re: confidentiality, acknowledged that there has been a lot of press about this
and interestingly said most of which is fiction.
- They would like us to suggest a hotel either in city or suburbs, secure a block of
rooms, and then their team will check in with credit cards.
- There will be 10-11 people from their team, maybe less; they will confirm
number and names next week.
- They would like to start the tour at 8am and need to be back at Logan at 3pm.
Suggest that we have lunch while on the move given that they want to see a
lot and will have had time with us over dinner the night before.
- They want to see housing options within price points they will indicate,
including 1-2 executive sites. Later said maybe see 3-4 clusters with 1
residential site for staff and 1 for execs.
- They will give us a list of high tech companies they are interested in; want to
know where the tech clusters are and what has been the trend on where tech
is located; expressed interest in being in heart of a tech hub, downtown or
suburbs.
- They also want to see a map of where the Fortune 500 companies and other
large companies are headquartered or have a presence and which have
relocated here in the last 5 years.
- Unless the office would be a 5 minute drive to a major airport they need a
helipad.
- Preference for something that is not a typical office; suggested options like
redeveloping a 100 year old site or building some sort of different building
in an office park.
- Very interested in mass transit and highway commute times.
- Interested in how high tech has evolved and how the city has reinvented and
redeveloped and is not dependent on one industry (counter examples offered

of Detroit and Pittsburgh).
Mentioned quality of life maybe looking for something that is not a campus
but more dense, urban, with options to go out after work.
They are viewing this as a 20-40 year commitment; we could suggest sites that
are not prominent now but we think will be in the future - skate where the
puck is going.
Want to walk away surprised by the region; this is not about picking a
particular building at this stage (timing overall uncertain).
We asked about any specific areas they might be interested in (note I dont
think Brent knows this area all that well). Said (1) 128 high tech; and (2) a
south shore redevelopment (I assume this is Southfield) but question about
talent.
We asked about size tough question as it depends in timing and phasing of
headcount; could be anywhere from 200-400 employees; >2 but <10 floors
Emphasized that HQs for their various lines of business typically have
innovation centers they would like to explore having one at corp HQ (note
Im not clear on what this would mean).
We should not work with CBRE directly on sites Brent said nobody else within
CBRE knows about this (note they used a Project Project email address for
Brent on meeting invite).
Said no gifts we emphasized that we are really not equipped to give or receive
gifts.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Cc:
Subject:
Date:

Re: Notes from 9/1 Project Project call
Mike,
Nam and I just finished a meeting with Jim McGaugh. I sent a calendar invite for 3:00today to
review what we have learned.
Thanks,
Peter
Sent from my iPhone
Jay, Nam, Peter,
Mike
Participants
Atlanta
Mike
Nam
Peter

- They will land at Logan around 5 or 5:30pm
on 9/14; corporate jet.
- Would like to have dinner at a restaurant so
the team can see the amenities the city/state offers and spend time with our
team. They suggested that we bring business leaders who can speak to
Massachusetts but (1) leaders will have to be under NDA; and (2) this will all be
on a no names basis Project Project team will give first names only and not
company name; they will continue to use Project Plum. Ideally private room
at the restaurant.
- Re: confidentiality, acknowledged that there

has been a lot of press about this and interestingly said most of which is
fiction.
- They would like us to suggest a hotel either
in city or suburbs, secure a block of rooms, and then their team will check in
with credit cards.
- There will be 10-11 people from their team,
maybe less; they will confirm number and names next week.
- They would like to start the tour at 8am and
need to be back at Logan at 3pm. Suggest that we have lunch while on the
move given that they want to see a lot and will have had time with us over
dinner the night before.
- Given tightness of schedule this would be
more drive by of locations.
- They want to see housing options within
price points they will indicate, including 1-2 executive sites. Later said
maybe see 3-4 clusters with 1 residential site for staff and 1 for execs.
- They will give us a list of high tech
companies they are interested in; want to know where the tech clusters are
and what has been the trend on where tech is located; expressed interest in
being in heart of a tech hub, downtown or suburbs.
- They also want to see a map of where the
Fortune 500 companies and other large companies are headquartered or have
a presence and which have relocated here in the last 5 years.
- Unless the office would be a 5 minute drive
to a major airport they need a helipad.
- Preference for something that is not a
typical office; suggested options like redeveloping a 100 year old site or
building some sort of different building in an office park.
- Very interested in mass transit and highway
commute times.
- Interested in how high tech has evolved and
how the city has reinvented and redeveloped and is not dependent on one
industry (counter examples offered of Detroit and Pittsburgh).
- Mentioned quality of life maybe looking
for something that is not a campus but more dense, urban, with options to
go out after work.
- They are viewing this as a 20-40 year
commitment; we could suggest sites that are not prominent now but we think
will be in the future - skate where the puck is going.
- Want to walk away surprised by the
region; this is not about picking a particular building at this stage (timing
overall uncertain).
- We asked about any specific areas they
might be interested in (note I dont think Brent knows this area all that well).
Said (1) 128 high tech; and (2) a south shore redevelopment (I assume this is
Southfield) but question about talent.
- Open to a multi-tenant situation, with some
restrictions on other tenant(s).
- We asked about size tough question as
it depends in timing and phasing of headcount; could be anywhere from 200400 employees; >2 but <10 floors
- Emphasized that HQs for their various lines
of business typically have innovation centers they would like to explore
having one at corp HQ (note Im not clear on what this would mean).
- We take care of transportation and box
lunch
- We should not work with CBRE directly on
sites Brent said nobody else within CBRE knows about this (note they used
a Project Project email address for Brent on meeting invite).
- Said no gifts we emphasized that we are
really not equipped to give or receive gifts.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Friday, September 04, 2015 8:15:00 AM
Given their interest in 128, we should consider Burlington, Bedford and Waltham too.

Mike,
Nam and I just finished a meeting with Jim McGaugh. I sent a calendar invite for 3:00today to review
what we have learned.
Thanks,
Peter
Sent from my iPhone
Jay, Nam, Peter,
Mike
Participants
Atlanta
Mike
Nam
Peter

Would like to have dinner at a restaurant so the team can see the amenities
the city/state offers and spend time with our team. They suggested that we
bring business leaders who can speak to Massachusetts but (1) leaders will
have to be under NDA; and (2) this will all be on a no names basis Project
Project team will give first names only and not company name; they will
continue to use Project Plum. Ideally private room at the restaurant.
- Re: confidentiality, acknowledged that there has been a lot of press about this
and interestingly said most of which is fiction.
- They would like us to suggest a hotel either in city or suburbs, secure a block of
rooms, and then their team will check in with credit cards.
- There will be 10-11 people from their team, maybe less; they will confirm
number and names next week.
- They would like to start the tour at 8am and need to be back at Logan at 3pm.
Suggest that we have lunch while on the move given that they want to see a
- They want to see housing options within price points they will indicate,
including 1-2 executive sites. Later said maybe see 3-4 clusters with 1
- They will give us a list of high tech companies they are interested in; want to
know where the tech clusters are and what has been the trend on where tech
is located; expressed interest in being in heart of a tech hub, downtown or
suburbs.
- They also want to see a map of where the Fortune 500 companies and other
large companies are headquartered or have a presence and which have
relocated here in the last 5 years.
- Unless the office would be a 5 minute drive to a major airport they need a
helipad.
- Preference for something that is not a typical office; suggested options like
redeveloping a 100 year old site or building some sort of different building
in an office park.
- Interested in how high tech has evolved and how the city has reinvented and
redeveloped and is not dependent on one industry (counter examples offered
of Detroit and Pittsburgh).
- Mentioned quality of life maybe looking for something that is not a campus
but more dense, urban, with options to go out after work.
- They are viewing this as a 20-40 year commitment; we could suggest sites that
are not prominent now but we think will be in the future - skate where the
puck is going.
- Want to walk away surprised by the region; this is not about picking a
particular building at this stage (timing overall uncertain).
- We asked about any specific areas they might be interested in (note I dont
think Brent knows this area all that well). Said (1) 128 high tech; and (2) a
-
south shore redevelopment (I assume this is Southfield) but question about

talent.
We asked about size tough question as it depends in timing and phasing of
headcount; could be anywhere from 200-400 employees; >2 but <10 floors
Emphasized that HQs for their various lines of business typically have
innovation centers they would like to explore having one at corp HQ (note
Im not clear on what this would mean).
We should not work with CBRE directly on sites Brent said nobody else within
CBRE knows about this (note they used a Project Project email address for
Said no gifts we emphasized that we are really not equipped to give or receive
gifts.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
Re: Notes from 9/1 Project Project call
Yes. A lot more Intel yesterday - I'll be in a bit later.

Mike Kennealy
On Sep 4, 2015, at 8:15 AM, Ash, Jay (EOHED) <jay.ash@MassMail.State.MA.US> wrote:

Mike,
Nam and I just finished a meeting with Jim McGaugh. I sent a calendar invite for
3:00today to review what we have learned.
Thanks,
Peter
Sent from my iPhone
Jay, Nam, Peter,
Here are my notes from the Project Project call on Tuesday afternoon.
Nam and Peter please correct/amend as you see fit. Jay Nam, Peter,
and I will come up with a draft plan soon that we should review and
discuss.
Mike
Participants
Jim McGaugh, Northeast Executive Manager, Project Project Government
Affairs & Policy, based in Billerica
Brent Woodruff, Executive Vice President, CBRE Global Corporate
Services, based in Atlanta

Mike
Nam
Peter

- They will land at Logan around
5 or 5:30pm on 9/14; corporate jet.
- Would like to have dinner at a
restaurant so the team can see the amenities the city/state
offers and spend time with our team. They suggested that we
bring business leaders who can speak to Massachusetts but (1)
leaders will have to be under NDA; and (2) this will all be on a no
names basis Project Project team will give first names only and
not company name; they will continue to use Project Plum.
Ideally private room at the restaurant.
- Re: confidentiality,
acknowledged that there has been a lot of press about this and
interestingly said most of which is fiction.
- They would like us to suggest a
hotel either in city or suburbs, secure a block of rooms, and then
their team will check in with credit cards.
- There will be 10-11 people
from their team, maybe less; they will confirm number and
names next week.
- They would like to start the
tour at 8am and need to be back at Logan at 3pm. Suggest that
we have lunch while on the move given that they want to see a
- Given tightness of schedule
this would be more drive by of locations.
- They want to see housing
options within price points they will indicate, including 1-2
executive sites. Later said maybe see 3-4 clusters with 1
- They will give us a list of high
tech companies they are interested in; want to know where the
tech clusters are and what has been the trend on where tech is
located; expressed interest in being in heart of a tech hub,
downtown or suburbs.
- They also want to see a map of
where the Fortune 500 companies and other large companies are
headquartered or have a presence and which have relocated
here in the last 5 years.
- Unless the office would be a 5

minute drive to a major airport they need a helipad.
- Preference for something that
is not a typical office; suggested options like redeveloping a
100 year old site or building some sort of different building in
an office park.
- Very interested in mass transit
and highway commute times.
- Interested in how high tech
has evolved and how the city has reinvented and
redeveloped and is not dependent on one industry (counter
examples offered of Detroit and Pittsburgh).
- Mentioned quality of life
maybe looking for something that is not a campus but more
dense, urban, with options to go out after work.
- They are viewing this as a 2040 year commitment; we could suggest sites that are not
prominent now but we think will be in the future - skate where
the puck is going.
- Want to walk away surprised
by the region; this is not about picking a particular building at this
stage (timing overall uncertain).
- We asked about any specific
areas they might be interested in (note I dont think Brent
knows this area all that well). Said (1) 128 high tech; and (2) a
south shore redevelopment (I assume this is Southfield) but
question about talent.
- Open to a multi-tenant
situation, with some restrictions on other tenant(s).
- We asked about size tough
question as it depends in timing and phasing of headcount;
could be anywhere from 200-400 employees; >2 but <10 floors
- Emphasized that HQs for their
various lines of business typically have innovation centers
they would like to explore having one at corp HQ (note Im not
clear on what this would mean).
- We take care of transportation
and box lunch
- We should not work with CBRE
directly on sites Brent said nobody else within CBRE knows
about this (note they used a Project Project email address for
- Said no gifts we emphasized
that we are really not equipped to give or receive gifts.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Ok Im yours, except from 12-2:30

Sent: Friday, September 04, 2015 8:22 AM

Mike Kennealy

Mike,
Thanks,
Peter
Sent from my iPhone
Jay, Nam, Peter,
discuss.
Mike
Participants
Mike
Nam
Peter

- Would like to have dinner at a restaurant so the team can see the
amenities the city/state offers and spend time with our team.
They suggested that we bring business leaders who can speak
to Massachusetts but (1) leaders will have to be under NDA; and
(2) this will all be on a no names basis Project Project team will
give first names only and not company name; they will continue
to use Project Plum. Ideally private room at the restaurant.
- Re: confidentiality, acknowledged that there has been a lot of
press about this and interestingly said most of which is fiction.
- They would like us to suggest a hotel either in city or suburbs,
secure a block of rooms, and then their team will check in with
credit cards.
- There will be 10-11 people from their team, maybe less; they will
confirm number and names next week.
- They would like to start the tour at 8am and need to be back at
Logan at 3pm. Suggest that we have lunch while on the move
given that they want to see a lot and will have had time with us
over dinner the night before.
- Given tightness of schedule this would be more drive by of
locations.
- They want to see housing options within price points they will
indicate, including 1-2 executive sites. Later said maybe see 3-4
clusters with 1 residential site for staff and 1 for execs.
- They will give us a list of high tech companies they are interested
in; want to know where the tech clusters are and what has been
the trend on where tech is located; expressed interest in being
in heart of a tech hub, downtown or suburbs.
- They also want to see a map of where the Fortune 500 companies
and other large companies are headquartered or have a presence
and which have relocated here in the last 5 years.
Unless the office would be a 5 minute drive to a major airport

they need a helipad.
Preference for something that is not a typical office; suggested
options like redeveloping a 100 year old site or building some
sort of different building in an office park.
Very interested in mass transit and highway commute times.
Interested in how high tech has evolved and how the city has
reinvented and redeveloped and is not dependent on one
Mentioned quality of life maybe looking for something that is
not a campus but more dense, urban, with options to go out
after work.
They are viewing this as a 20-40 year commitment; we could
suggest sites that are not prominent now but we think will be in
the future - skate where the puck is going.
Want to walk away surprised by the region; this is not about
picking a particular building at this stage (timing overall
uncertain).
We asked about any specific areas they might be interested in
(note I dont think Brent knows this area all that well). Said (1)
128 high tech; and (2) a south shore redevelopment (I assume
this is Southfield) but question about talent.
Open to a multi-tenant situation, with some restrictions on other
tenant(s).
We asked about size tough question as it depends in timing
and phasing of headcount; could be anywhere from 200-400
employees; >2 but <10 floors
Emphasized that HQs for their various lines of business typically
have innovation centers they would like to explore having
one at corp HQ (note Im not clear on what this would mean).
We should not work with CBRE directly on sites Brent said
nobody else within CBRE knows about this (note they used a
Project Project email address for Brent on meeting invite).
Said no gifts we emphasized that we are really not equipped to
give or receive gifts.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
Great will stop by at 2:30.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Subject: RE: Notes from 9/1 Project Project call
Ok Im yours, except from 12-2:30


Mike Kennealy

Mike,
Thanks,
Peter
Sent from my iPhone
Jay, Nam, Peter,
discuss.
Mike
Participants
Mike
Nam
Peter

- Would like to have dinner at a restaurant so the team can see the
amenities the city/state offers and spend time with our team.
They suggested that we bring business leaders who can speak
to Massachusetts but (1) leaders will have to be under NDA; and
(2) this will all be on a no names basis Project Project team will
give first names only and not company name; they will continue
to use Project Plum. Ideally private room at the restaurant.
- Re: confidentiality, acknowledged that there has been a lot of
press about this and interestingly said most of which is fiction.
- They would like us to suggest a hotel either in city or suburbs,
secure a block of rooms, and then their team will check in with
credit cards.
- There will be 10-11 people from their team, maybe less; they will
confirm number and names next week.

- They would like to start the tour at 8am and need to be back at
Logan at 3pm. Suggest that we have lunch while on the move
given that they want to see a lot and will have had time with us
over dinner the night before.
- Given tightness of schedule this would be more drive by of
locations.
- They want to see housing options within price points they will
indicate, including 1-2 executive sites. Later said maybe see 3-4
clusters with 1 residential site for staff and 1 for execs.
- They will give us a list of high tech companies they are interested
in; want to know where the tech clusters are and what has been
the trend on where tech is located; expressed interest in being
in heart of a tech hub, downtown or suburbs.
- They also want to see a map of where the Fortune 500 companies
and other large companies are headquartered or have a presence
and which have relocated here in the last 5 years.
- Unless the office would be a 5 minute drive to a major airport
they need a helipad.
- Preference for something that is not a typical office; suggested
options like redeveloping a 100 year old site or building some
sort of different building in an office park.
- Interested in how high tech has evolved and how the city has
reinvented and redeveloped and is not dependent on one
- Mentioned quality of life maybe looking for something that is
not a campus but more dense, urban, with options to go out
after work.
- They are viewing this as a 20-40 year commitment; we could
suggest sites that are not prominent now but we think will be in
the future - skate where the puck is going.
- Want to walk away surprised by the region; this is not about
picking a particular building at this stage (timing overall
uncertain).
- We asked about any specific areas they might be interested in
(note I dont think Brent knows this area all that well). Said (1)
128 high tech; and (2) a south shore redevelopment (I assume
this is Southfield) but question about talent.
- Open to a multi-tenant situation, with some restrictions on other
tenant(s).
- We asked about size tough question as it depends in timing
and phasing of headcount; could be anywhere from 200-400
employees; >2 but <10 floors
Emphasized that HQs for their various lines of business typically

have innovation centers they would like to explore having
one at corp HQ (note Im not clear on what this would mean).
We should not work with CBRE directly on sites Brent said
nobody else within CBRE knows about this (note they used a
Project Project email address for Brent on meeting invite).
Said no gifts we emphasized that we are really not equipped to
give or receive gifts.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:

Milano, Peter (MOBD); nam.pham@state.ma.us
RE: Project Project draft Itineraries
Perfect thanks Peter.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

To: 'nam.pham@state.ma.us'; Kennealy, Michael (EOHED)
Subject: RE: Project Project draft Itineraries
Ok, closing the loop. I have a call in to Doug Kehlhem, will call him again now. I spoke
with Parexels Director of Facilities WorldWide late yesterday. I asked him the # of
square feet / employee in the executive suite. He said Parexel is probably on the
high side at 325 square feet per employee.
With that knowledge, and allowing for 500 employees, I will ask MassEcon to run a
query for 150,000 class A office space in the Boston Metro and Boston proper to see
what it yields.
Peter Milano
Senior Regional Director
Massachusetts Office of Business Development
(978) 970-1193
360 Merrimack Street

Building 5
Lawrence, MA 01843
www.mass.gov/mobd
This communication and any communication incorporated herein, including attachments, may be subject to public
disclosure as a public record, as defined by M. G. L. c. 4, 7, and subject to public inspection, examination and
copying pursuant to M. G. L. c. 66, 10. Any communication with this agency whether in response to this
communication or otherwise may itself be subject to public inspection and copying pursuant to M. G. L. c. 66, 10,
unless protected by statutory exemption.

To: 'nam.pham@state.ma.us' <nam.pham@state.ma.us>; Kennealy, Michael (EOHED)
Hi there,
I just got off the phone with Jim from Proj. He informed me that they do not know the
amount of square feet, that every state has asked that question, and they do not
have a good answer. He said enough room for 350-500 executives.
100,000 sf divided by 500 employees would be 200 feet / employee
300 feet per employee would be 150,000 square feet
For executive space, and some room to grow, I think were probably closer to the
150,000 sf.
Do you two agree on the number of sq feet? This is important, as our survey will hit
on different properties.
ALSOJim said he thinks we should tour Southfield and Westwood, to provide

balance to the Urban options we will show??? (I said we got the impression that
wasnt what GE was looking for. He said he didnt mean to imply that)
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd

Sent: Wednesday, September 02, 2015 10:34 AM
Good morning,
To add a little more detail, I have suggested some stops between sites, and added
Westwood per Jay. (The 9/15 Itinerary has more detail here) It is easier to edit this
way, and as stated, this is still a very rough draft. We can change as needed.
Please advise whether I / we should reach out to the Aeronautical Commission re a

Heli-Pad in Westwood before we show them that site?
Thanks,
Peter
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd

Subject: Project Project draft Itineraries
Nam and Mike,
This process will take many iterations, so I have started drafts for both days. We can
add and subtract from these documents as needed.
Peter
Peter Milano

(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd
From:
To:
Subject:
Date:
Pham, Nam (SEA)

Kennealy, Michael (EOHED); Jay Ash; Carolyn Kirk
Project Project
Friday, September 04, 2015 1:46:49 PM
-------- Original message -------From: "Mcgaugh, James (GE Corporate)" <james.mcgaugh@ge.com>

Date: 09/04/2015 1:01 PM (GMT-05:00)
To: "Milano, Peter (MOBD)" <peter.milano@MassMail.State.MA.US>, "Pham, Nam
(EOHED)" <nam.pham@MassMail.State.MA.US>
Subject: Reading
Thought you guys might find this Hartford Courant article of interest. It ran today. Jim
The formatting should be better on this one:
10 Other States Trying To Lure GE; Concern Over CT Presentation

Hartford Courant
By Christopher Keating<http://www.courant.com/hc-christopher-keating-staff.html#navtype=byline>
With General Electric Company threatening to leave Connecticut, 11 governors have traveled to the companys
headquarters this summer in an attempt to lure the company to their state, a key state legislator said Thursday.
State Rep. John Frey says that officials in more than half of the 50 states have contacted GE after the company
publicly stated that it was considering leaving its longtime home in Fairfield to relocate to a more "businessfriendly'' state. From that total, 12 states have made presentations with 11 governors attending, including
Connecticut Gov. Dannel P. Malloy.
Malloy's presentation, Frey said, was not received well by GE executives partly because it featured a picture of a jet
engine built by Pratt & Whitney - a fierce, longtime competitor of GE. But Malloy's spokesman responded that Frey
was not in the room at the time and did not have a first-hand account.
Media reports in respective states have confirmed that Texas, Georgia, and New York state are among the states that
have been courting GE.
From what Im told, of the 12 presentations they received, Connecticuts was the least persuasive, the least
interesting, the least prepared, Frey said in an interview. I find that really disheartening.
Frey said that Malloy and the states economic development commissioner, Catherine H. Smith, were the leaders of
a team that met with GE for several hours.
They didnt offer a lot of information, Frey said of the Connecticut presentation. They were ill-prepared to
answers questions that were asked of them. The feeling was this presentation was put together at 2 oclock<x-appledata-detectors://1> in the morning the night before, and it wasnt well received.
Frey and another person familiar with the meeting said the GE executives were stunned when they saw a picture of a
Pratt & Whitney engine in the official presentation that was made to the company by the Malloy team.
On the cover of the presentation was a jet engine that was manufactured by a GE competitor, Frey said. Can you
imagine? This was a presentation tailored to GE, and they used a competitors jet engine.
Malloys spokesman, Devon Puglia, said, Sources who were not in the room, without a first-hand or probably even
a second-hand account, peddling false rumors and innuendo are just that -- sources peddling false rumors and
innuendo.
But Frey said he stands by his original comments, saying they were not innuendo and that GE is serious about
potentially leaving the state.
Malloy Trying To Keep GE Headquarters In Connecticut<http://www.courant.com/politics/capitol-watch/hcmalloy-trying-to-keep-ge-headquarters-in-connecticut-20150824-story.html>
Theyre not bluffing, Frey said. If the governor thinks that, his instincts are way, way off. He may be headed for
the surprise of his life, which wont surprise other people, if they end up leaving. Hes not making the moves of
someone who is trying to pull it out.
Frey, who lives in Ridgefield and has personal relationships with some GE executives, was the first legislator to
publicly reveal that GE was upset about the legislatures plans to enact the unitary reporting of the corporate tax
that would cost GE millions of dollars per year. He made those comments in front of the tax-writing finance
committee in June and also spoke on the floor of the state House of Representatives regarding his discussions with
GE executives. He said he received the latest information on the presentations from employees at GE, but he
declined to reveal their names.
GE has not made any final decisions about the potential corporate relocation and declined to comment on the details
of Connecticuts presentation.
We have formed an exploratory team to assess the companys options to relocate corporate headquarters, said
Seth Martin, a GE spokesman. The team is currently engaged in the process and is taking many factors into
consideration. When there is a final decision on relocation, we will communicate it publicly.
From:
To:
Cc:
Subject:
Date:
Woodruff, Brent (GE Global Operations, consultant)

nam.pham@state.ma.us
peter.milano-sea@state.ma.us; jay.ash@state.ma.us; michael.kennealy@state.ma.us; Mcgaugh, James (GE
Corporate); Morehead, Clifton D (GE, Corporate)
Project Plum Boston/MA Site Visit - Follow-up Materials/Additional Information
Sunday, September 06, 2015 2:46:06 PM
Nam:
Per our discussion last week, please see below additional information for your use in preparing an
agenda for the Project Plum Teams site visit to the Boston, Massachusetts market area.
Housing Options Staff Level:
For purposes of our site visits, we would like to see one to two areas of housing that would be
sought by staff level positions. To help guide you, please assume the following:
Salary ranges of $100,000 - $150,000

Price point range in the $250,000 - $400,000
Tech Companies:
We would like you to identify and map tech companies in your market area. We have identified two
buckets of neighbors we would like you to investigate/research. The first bucket are those that are
mature companies and the second bucket are the start-up / venture capital backed companies.
Bucket 1 Example Companies (please indicate if these companies have locations in your market or do not
(show on a map the ones that do have locations. You may add additional High-Tech companies that you
feel are similar or highlight a strong tech workforce):
Amazon
Disney
Facebook
Big Financials (Digital / Engineering teams, not Sales and General & Administrative offices)
- JPM
- Citi
- Wells
Google
IBM (Tech / Engineering groups not Sales and General &Administrative offices)
Rackspace
Telcos - ATT / VZ / CL (Engineering teams, not consumer or Sales and General & Administrative offices)
Legacy IT US Outsourcers or their remnants (Examples - HP, XBS, CSC, EDS)
Online Media (Traditional NBC, Conde Nast, etc.. & NextGen Vice, BuzzFeed, etc..)
Zappos
Bucket 2 Venture Offices/Tech Incubators/Tech Training & CoWorking Spaces (same instructions as above):

1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
We are also are interested in the markets quantity and location of Tech MeetUps.
Please email me agendas, maps, brochures, etc prior to our tour. We look forward to meeting you
and touring in a little over a week and please feel free to call/email me with any
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

Woodruff, Brent (GE Global Operations, consultant); Pham, Nam (EOHED)
Milano, Peter (MOBD); Kennealy, Michael (EOHED); Mcgaugh, James (GE Corporate); Morehead, Clifton D (GE,
Corporate)
RE: Project Plum Boston/MA Site Visit - Follow-up Materials/Additional Information
Thanks all. One clarifying point. My experience is that $100,000 can buy you as much as $500,000,
and $150,000 as much as $750,000 (Ive always used a multiplier of 5). Is there a reason why you
are pointing to a lower pricing range? Happy to give you something in that range of $250-$400k,
but the $500k range may be where those who are with families may want to live. Happy to hear
what you think.
Cheers,
Jay
From: Woodruff, Brent (GE Global Operations, consultant) [mailto:brent.woodruff@ge.com]

Sent: Sunday, September 06, 2015 2:46 PM
Cc: Milano, Peter (MOBD); Ash, Jay (EOHED); Kennealy, Michael (EOHED); Mcgaugh, James (GE
Subject: Project Plum Boston/MA Site Visit - Follow-up Materials/Additional Information
Nam:
Salary ranges of $100,000 - $150,000

Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Cc:
Subject:
Date:

Ash, Jay (EOHED); Pham, Nam (EOHED)
Corporate)
Jay:
This was the information that was provided to me and I think the multiplier of 5 is a bit generous.
However, I do see your point, so lets try this:
Show us one neighborhood that fits the $250,000 - $400,000 range you can be at the upper
end of the range.
Check with local realtors in the area and if they confirm the ability to afford a $500,000 $750,000 house on a $100,000 - $150,000 salary, then you can include a neighborhood in the
that range.
Does that work/seem fair?
Thanks,
Brent Woodruff
404.504.5962
From: Ash, Jay (EOHED) [mailto:jay.ash@MassMail.State.MA.US]

To: Woodruff, Brent (GE Global Operations, consultant); Pham, Nam (EOHED)
Cc: Milano, Peter (MOBD); Kennealy, Michael (EOHED); Mcgaugh, James (GE Corporate); Morehead,
Clifton D (GE, Corporate)
Subject: RE: Project Plum Boston/MA Site Visit - Follow-up Materials/Additional Information
what you think.
Cheers,
Jay

Nam:
Salary ranges of $100,000 - $150,000

Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

Corporate)
Sure well review accordingly. Thanks for your response.

To: Ash, Jay (EOHED); Pham, Nam (EOHED)
Jay:
end of the range.
that range.
Thanks,
Brent Woodruff
404.504.5962

what you think.
Cheers,
Jay

Nam:
Salary ranges of $100,000 - $150,000

Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

Corporate)
BTW Im generally a generous guy!!!!

To: 'Woodruff, Brent (GE Global Operations, consultant)'; Pham, Nam (EOHED)

Jay:
- Show us one neighborhood that fits the $250,000 - $400,000 range you can be at the upper
end of the range.
that range.
Thanks,
Brent Woodruff
404.504.5962

what you think.
Cheers,
Jay

Nam:
Salary ranges of $100,000 - $150,000

Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Cc:
Subject:
Date:
Pham, Nam (EOHED)

Milano, Peter (MOBD); Ash, Jay (EOHED); Kennealy, Michael (EOHED); Mcgaugh, James (GE Corporate);
Morehead, Clifton D (GE, Corporate)
We will send you these information and some proposed itineraris later this week. Looking for
to welcoming your team to Boston.
-------- Original message -------From: "Woodruff, Brent (GE Global Operations, consultant)" <brent.woodruff@ge.com>
Date: 09/06/2015 2:46 PM (GMT-05:00)
Cc: "Milano, Peter (MOBD)" <peter.milano@MassMail.State.MA.US>, "Ash, Jay (EOHED)"
<jay.ash@MassMail.State.MA.US>, "Kennealy, Michael (EOHED)"
<Michael.kennealy@MassMail.State.MA.US>, "Mcgaugh, James (GE Corporate)"
<james.mcgaugh@ge.com>, "Morehead, Clifton D (GE, Corporate)"
<clifton.morehead@ge.com>
Nam:
Salary ranges of $100,000 - $150,000

Tech Companies:

Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
Jay:
Can you please give me a call when you have a free minute to discuss logistics for next week?
Thanks,
Brent Woodruff
404.504.5962 office
404.556.0754 - cell



Jay:
end of the range.
that range.
Thanks,
Brent Woodruff
404.504.5962

what you think.
Cheers,
Jay

Nam:
Salary ranges of $100,000 - $150,000

Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

Pham, Nam (EOHED); Kennealy, Michael (EOHED)
Brent
Brent and I just spoke. Heres some notes:
1. Hes hoping to have hotel and restaurant locked down by noon tomorrow (Wednesday).
Hell be emailing.
2. Regarding the hotel, he said Boston Harbor Hotel is fine, but it doesnt need to be that one.
3. Restaurant, looking for a Boston feel Id do the North End or something in Copley
somewhere were theyll be some activity.
4. Dinner is looking for the head of HR, head of finance, head of IT types, and not necessarily
CEOs CEOs are welcome, but not required. Cocktail hour for discussions among his clients
and those we bring, and that conversation can carry to the dinner table if it is wished. (We
should talk lots more about this one.)
5. Jewish holiday isnt a problem.
6. Confirmed drive by and okay to stop and get out somewhere if wed like. Urban/suburban
up to us to give some examples of places they may like. CBRE will bore down on locations
after Plum makes a decision about what city they want.
Jay Ash, Secretary

Executive Office of
(v) 617-788-3626
jay.ash@state.ma.us
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

Ash, Jay (EOHED); Milano, Peter (MOBD)
Pham, Nam (EOHED); Kennealy, Michael (EOHED)
RE: Brent
Actually Seaport district hotel and restaurant would be great.
-------- Original message -------From: "Ash, Jay (EOHED)" <jay.ash@MassMail.State.MA.US>

Date: 09/08/2015 7:20 PM (GMT-05:00)
To: "Milano, Peter (MOBD)" <peter.milano@MassMail.State.MA.US>
Cc: "Pham, Nam (EOHED)" <nam.pham@MassMail.State.MA.US>, "Kennealy, Michael
(EOHED)" <Michael.kennealy@MassMail.State.MA.US>
Subject: Brent
Brent and I just spoke. Heres some notes:
1. Hes hoping to have hotel and restaurant locked down by noon tomorrow (Wednesday).
Hell be emailing.
2. Regarding the hotel, he said Boston Harbor Hotel is fine, but it doesnt need to be that one.
3. Restaurant, looking for a Boston feel Id do the North End or something in Copley
somewhere were theyll be some activity.
4. Dinner is looking for the head of HR, head of finance, head of IT types, and not necessarily
CEOs CEOs are welcome, but not required. Cocktail hour for discussions among his clients
and those we bring, and that conversation can carry to the dinner table if it is wished. (We
should talk lots more about this one.)
5. Jewish holiday isnt a problem.
6. Confirmed drive by and okay to stop and get out somewhere if wed like. Urban/suburban
up to us to give some examples of places they may like. CBRE will bore down on locations
after Plum makes a decision about what city they want.
Jay Ash, Secretary

Executive Office of
(v) 617-788-3626
jay.ash@state.ma.us
From:
To:
Subject:
Date:

"jay.ash@MassMail.State.MA.US"
Call
Jay -- apologies for not getting back to you. Was travelling out of the
country. Will give you a call this morning.
ark
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

RE: Call
Thanks and no problem. This morning will be tough - sorry, first

appointment is at 7:30 and I'm booked solid, without even a lunch, until
7:30 tonight. I'll try you if I get out of one of these meetings early.
In short, wanted to talk more about the dinner on Monday night and how
best to provide you with what you need (I have talked to Brent at CBRE but
wanted to just check with you too), and for the tour of potential sites,
just wanted to confirm that it is more than just Boston you want to see,
including points that are within 20 or so miles of Boston north, south and
west.
Cheers,
Jay
-----Original Message----From: Klee, Ann (GE, Corporate) [mailto:Ann.Klee@ge.com]
Subject: Call
ark
From:
To:
Cc:
Subject:
Date:

Ash, Jay (EOHED); Pham, Nam (EOHED)
Corporate)
Jay/Peter:
For our upcoming visit a couple of questions/thoughts/comments:
1) I understand that the mayor of Boston would like to participate on the tour. Could we invite
him to the dinner Monday night? That way we would be able to have him meet the team
and not require an additional stop on the tour. Please advise as to your thoughts.
2) Dinner Have you confirmed the restaurant? We will have nine (9) in the Project Plum
party with one of the attendees arriving on his own.
3) Hotel can you please let me know which hotel has been identified so that we can have a
block of rooms set aside as well as I can inform the project Plum attendees.
Looking forward to seeing you next week.
Thanks,
Brent Woodruff
404.504.5962



Jay:
end of the range.
that range.
Thanks,
Brent Woodruff
404.504.5962

what you think.
Cheers,
Jay


Nam:
Salary ranges of $100,000 - $150,000

Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Subject:
Date:

FW: Project Plum Boston/MA Site Visit - Follow-up Materials/Additional Information
Wednesday, September 09, 2015 1:03:24 PM
Jay/Nam/Peter FYI I have Adrian working on maps with input from Helena on tech economy.
Reviewing a draft from him tomorrow 3pm; goal is to have finished by end of day Friday to email to
GE.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Nam:
Salary ranges of $100,000 - $150,000

Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Subject:
Date:

Ash, Jay (SEA)
RE: Call
I'm sure your schedule is worse than mine. Feel free to call any time
that works for you.
Yes, we are interested in seeing sites outside of Boston I think probably
most interested in the area that you outlined south of Boston), but also
very interested in sites in the city.
Happy to talk about the dinner as well; view it as an opportunity to
engage in more informal discussion about pros and cons of various
locations, experience in accessing talent, quality of life (especially
cost of living as a concern), etc.
Thanks.
ark
-----Original Message----From: Ash, Jay (SEA) [mailto:jay.ash@state.ma.us]
To: Klee, Ann (GE, Corporate)
Subject: RE: Call
west.
Cheers,
Jay
Subject: Call
ark
From:
To:
Cc:
Subject:
Date:
Pham, Nam (EOHED); Camille Passatempo (camille.passatempo@state.ma.us)
(camille.passatempo@state.ma.us)
Re: Project Plum Boston/MA Site Visit - Follow-up Materials/Additional Information
We were targeting end of day Friday.

Mike Kennealy
On Sep 9, 2015, at 4:39 PM, Milano, Peter (MOBD) <peter.milano@MassMail.State.MA.US>
wrote:
I need those maps to place in binders we will provide to all Project execs,
hoping to have in binder mid-day Friday.
Is that possible?
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd
This communication and any communication incorporated herein, including attachments, may be
subject to public disclosure as a public record, as defined by M. G. L. c. 4, 7, and subject to public
inspection, examination and copying pursuant to M. G. L. c. 66, 10. Any communication with this
agency whether in response to this communication or otherwise may itself be subject to public
inspection and copying pursuant to M. G. L. c. 66, 10, unless protected by statutory exemption.

Sent: Wednesday, September 09, 2015 1:03 PM
To: Ash, Jay (EOHED) <jay.ash@MassMail.State.MA.US>; Pham, Nam (EOHED)
<nam.pham@MassMail.State.MA.US>; Milano, Peter (MOBD)
<peter.milano@MassMail.State.MA.US>
Subject: FW: Project Plum Boston/MA Site Visit - Follow-up Materials/Additional
Information
Jay/Nam/Peter FYI I have Adrian working on maps with input from Helena on tech
economy. Reviewing a draft from him tomorrow 3pm; goal is to have finished by end
of day Friday to email to GE.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From: Woodruff, Brent (GE Global Operations, consultant)

[mailto:brent.woodruff@ge.com]
Cc: Milano, Peter (MOBD); Ash, Jay (EOHED); Kennealy, Michael (EOHED); Mcgaugh,
James (GE Corporate); Morehead, Clifton D (GE, Corporate)
Subject: Project Plum Boston/MA Site Visit - Follow-up Materials/Additional
Information
Nam:
Per our discussion last week, please see below additional information for your use in
preparing an agenda for the Project Plum Teams site visit to the Boston,
Massachusetts market area.
For purposes of our site visits, we would like to see one to two areas of housing that
would be sought by staff level positions. To help guide you, please assume the
following:
Salary ranges of $100,000 - $150,000

Tech Companies:
We would like you to identify and map tech companies in your market area. We have
identified two buckets of neighbors we would like you to investigate/research. The first
bucket are those that are mature companies and the second bucket are the start-up /
venture capital backed companies.
Bucket 1 Example Companies (please indicate if these companies have locations in your
market or do not (show on a map the ones that do have locations. You may add additional
High-Tech companies that you feel are similar or highlight a strong tech workforce):

Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Telcos - ATT / VZ / CL (Engineering teams, not consumer or Sales and General &
Administrative offices)
Zappos
Bucket 2 Venture Offices/Tech Incubators/Tech Training & CoWorking Spaces (same

instructions as above):
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
Please email me agendas, maps, brochures, etc prior to our tour. We look forward to
meeting you and touring in a little over a week and please feel free to call/email me
with any questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Kennealy, Michael (EOHED); Ash, Jay (EOHED); Pham, Nam (EOHED); Milano, Peter (MOBD)
Mass Challenge guy will attend. We sure talk by phone as I drive tomorrow to review event.
Thx for everything.

Date: 09/09/2015 1:03 PM (GMT-05:00)
To: "Ash, Jay (EOHED)" <jay.ash@MassMail.State.MA.US>, "Pham, Nam (EOHED)"
<nam.pham@MassMail.State.MA.US>, "Milano, Peter (MOBD)"
<peter.milano@MassMail.State.MA.US>
Information
Jay/Nam/Peter FYI I have Adrian working on maps with input from Helena on tech economy.
Reviewing a draft from him tomorrow 3pm; goal is to have finished by end of day Friday to email to
GE.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Nam:

Salary ranges of $100,000 - $150,000

Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Subject:
Date:
Attachments:

FW: Letter and information from Jay Ash
Thursday, September 10, 2015 9:36:00 AM
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

To: 'Kulish, Karen (GE, Corporate)'
Subject: Letter and information from Jay Ash
Hi Karen,

Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:

Hi Brent, just tried to reach you with a couple of questions could you call me? In and out of
meetings so cell phone might be best. Thanks.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Jay/Peter:
Thanks,
Brent Woodruff
404.504.5962



Jay:
end of the range.
that range.
Thanks,
Brent Woodruff
404.504.5962

what you think.
Cheers,
Jay

Nam:
Salary ranges of $100,000 - $150,000

Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Subject:
Date:
Attachments:

Tour
MA Map.JPG
Brent, here is an option for the tour next week; attached map might be helpful:
1. Start the day in Boston

2. Travel south to Southfield (development in South Weymouth)
3. Head north on Route 95 and see the following:
a. Westwood
b. Needham
c. Newton
d. Waltham
e. Lexington
f. Bedford
g. Burlington
4. Head south on Route 93 and see Somerville - Assembly Square
5. Head to Cambridge North Point, Kendall Square
6. Back to airport
Please let me know any reactions/guidance, thanks.
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:

RE: Tour
Great, thanks.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Subject: RE: Tour
Michael:
Received will get feedback from the team and advise.
Thanks,
Brent Woodruff
404.504.5962
From: Kennealy, Michael (SEA) [mailto:michael.kennealy@state.ma.us]

To: Woodruff, Brent (GE Global Operations, consultant)
Subject: Tour

a. Westwood
b. Needham
c. Newton
d. Waltham
e. Lexington
4.
5.
6.
f. Bedford
g. Burlington
Head south on Route 93 and see Somerville - Assembly Square
Head to Cambridge North Point, Kendall Square
Back to airport
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:
Pham, Nam (SEA)

Jay Ash; Kennealy, Michael (EOHED); Milano, Peter (MOBD)
GE Nears Decision on Relocating Its Headquarters- The Wall Street Journal.
GE Nears Decision on Relocating Its Headquarters http://www.wsj.com/articles/ge-nearsdecision-on-relocating-its-headquarters-1441931084
From:
To:
Cc:
Subject:
Date:

Woodruff, Brent (GE Global Operations, consultant); Ash, Jay (EOHED); Pham, Nam (EOHED)
Kennealy, Michael (EOHED); Mcgaugh, James (GE Corporate); Morehead, Clifton D (GE Corporate)
Brent,
Our itinerary will reflect this.
Regards,
Peter
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd

<nam.pham@MassMail.State.MA.US>
Cc: Milano, Peter (MOBD) <peter.milano@MassMail.State.MA.US>; Kennealy, Michael (EOHED)
<Michael.kennealy@MassMail.State.MA.US>; Mcgaugh, James (GE Corporate)
<james.mcgaugh@ge.com>; Morehead, Clifton D (GE Corporate) <clifton.morehead@ge.com>
Gentlemen:
One our team members needs to fly back to Los Angeles on Tuesday.
His flight is:
4:35p
American Flight #:147 to LAX
I need to make sure we have him at the American Terminal no later than 3:30 pm.
Everyone else will be returning to Logan Signature.
Please acknowledge/advise.
Thanks,
Brent Woodruff
404.504.5962

To: 'Ash, Jay (EOHED)'; Pham, Nam (EOHED)
Jay/Peter:
Thanks,
Brent Woodruff
404.504.5962



Jay:
end of the range.
that range.
Thanks,
Brent Woodruff
404.504.5962

what you think.

Cheers,
Jay

Nam:
Salary ranges of $100,000 - $150,000

Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Cc:
Subject:
Date:

Woodruff, Brent (GE Global Operations, consultant); Ash, Jay (EOHED); Pham, Nam (EOHED)
Kennealy, Michael (EOHED); Mcgaugh, James (GE Corporate); Morehead, Clifton D (GE Corporate)
We certainly will.
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd

To: Milano, Peter (MOBD) <peter.milano@MassMail.State.MA.US>; Ash, Jay (EOHED)
<jay.ash@MassMail.State.MA.US>; Pham, Nam (EOHED) <nam.pham@MassMail.State.MA.US>
Cc: Kennealy, Michael (EOHED) <Michael.kennealy@MassMail.State.MA.US>; Mcgaugh, James (GE
Corporate) <james.mcgaugh@ge.com>; Morehead, Clifton D (GE Corporate)
Peter:
Thanks so you have the logistics of getting him to the terminal covered?
Thanks,
Brent Woodruff
404.504.5962
From: Milano, Peter (MOBD) [mailto:peter.milano@MassMail.State.MA.US]

To: Woodruff, Brent (GE Global Operations, consultant); Ash, Jay (EOHED); Pham, Nam (EOHED)
Cc: Kennealy, Michael (EOHED); Mcgaugh, James (GE Corporate); Morehead, Clifton D (GE Corporate)
Brent,
Regards,
Peter
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd

Gentlemen:
His flight is:
4:35p
Thanks,
Brent Woodruff
404.504.5962

Jay/Peter:
Thanks,
Brent Woodruff
404.504.5962



Jay:
end of the range.
that range.
Thanks,
Brent Woodruff
404.504.5962

what you think.
Cheers,
Jay

Nam:
Salary ranges of $100,000 - $150,000

Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Subject:
Date:

Brent, any feedback on proposed itinerary?
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

To: Milano, Peter (MOBD); Ash, Jay (EOHED); Pham, Nam (EOHED)
Cc: Kennealy, Michael (EOHED); Mcgaugh, James (GE Corporate); Morehead, Clifton D (GE
Corporate)
Peter:
Thanks,
Brent Woodruff
404.504.5962

Brent,
Regards,
Peter
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd

Gentlemen:
His flight is:
4:35p
Thanks,
Brent Woodruff
404.504.5962


Jay/Peter:
Thanks,
Brent Woodruff
404.504.5962



Jay:
end of the range.
that range.
Thanks,
Brent Woodruff
404.504.5962

what you think.
Cheers,
Jay

Nam:

Salary ranges of $100,000 - $150,000

Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Subject:
Date:
Attachments:

FW: Tour
MA Map.JPG
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

To: 'Woodruff, Brent (GE Global Operations, consultant)'
Subject: Tour

a. Westwood
b. Needham
c. Newton
d. Waltham
e. Lexington
f. Bedford
g. Burlington
4. Head south on Route 93 and see Somerville - Assembly Square
5. Head to Cambridge North Point, Kendall Square
6. Back to airport
Mike
Mike Kennealy

Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:

Great, thanks.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Michael:
I think we are good with your proposed schedule.
Thanks,
Brent Woodruff
404.504.5962

Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Corporate)
Peter:
Thanks,
Brent Woodruff
404.504.5962

Brent,
Regards,
Peter
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd

Gentlemen:
His flight is:
4:35p
Thanks,
Brent Woodruff
404.504.5962

Jay/Peter:
Thanks,
Brent Woodruff
404.504.5962



Jay:
end of the range.
that range.
Thanks,
Brent Woodruff
404.504.5962

what you think.
Cheers,
Jay

Nam:
Salary ranges of $100,000 - $150,000

Tech Companies:

Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,

Brent Woodruff
404.504.5962
From:
To:
Subject:
Date:

Hi Brent, just tried to reach you with a question
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Michael:
I think we are good with your proposed schedule.
Thanks,
Brent Woodruff
404.504.5962

Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Corporate)
Peter:
Thanks,
Brent Woodruff
404.504.5962

Brent,
Regards,
Peter
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd

Gentlemen:
His flight is:
4:35p
Thanks,
Brent Woodruff
404.504.5962

Jay/Peter:
Thanks,
Brent Woodruff
404.504.5962



Jay:
end of the range.
that range.
Thanks,
Brent Woodruff
404.504.5962

what you think.
Cheers,
Jay

Nam:
Salary ranges of $100,000 - $150,000

Tech Companies:

Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,

Brent Woodruff
404.504.5962
From:
To:
Subject:
Date:

Brent
Woodruff, Brent (GE Global Operations, consultant) brent.woodruff@ge.com
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:

GE
General Electric (NYSE: GE) said that it plans to sell GE Asset Management, which
has around $115 billion in assets under management. This is separate from its continuing
divestiture of GE Capital. In other GE news, the company has agreed to sell its GE
Capitaltransportation finance business to BMO Financial Group. www.ge.com
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Cc:
Subject:
Date:
Attachments:

Milano, Peter (MOBD); Ash, Jay (EOHED); Mcgaugh, James (GE Corporate); Morehead, Clifton D (GE, Corporate)
Sunday, September 13, 2015 7:45:56 AM
Project Plum itinerary.pdf
MA Tech Sector.pdf
Brent,
In preparation for the visit this week, please find attached two documents:
1. A travel plan for Tuesday - this is what I previewed with you a couple of days ago, with a map on page 2. We are planning on a
7:45am or 8am start on Tuesday morning depending on your preference.
2. A brief presentation mapping the major corporate and tech sectors in Massachusetts. The approach here was to map the companies
you requested and then to highlight other major players in Mass.
Per Peter's prior email, dinner will be at Tresca in Boston's North End, and we are planning on a 6:30pm start tomorrow. Peter will be in
touch if he hasn't already on transportation specifics.
Any questions, please call any time - we're looking forward to hosting you here in Boston.
All the best,

Mike
Mike Kennealy

Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From: Woodruff, Brent (GE Global Operations, consultant) [brent.woodruff@ge.com]

Nam:
Salary ranges of $100,000 - $150,000


Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.

Thanks,
Brent Woodruff
404.504.5962
EXECUTIVE OFFICE OF
HOUSING & ECONOMIC DEVELOPMENT
ONE ASHBURTON PLACE, ROOM 2101
BOSTON, MA 02108
www.mass.gov/eohed
CHARLES D. BAKER
TELEPHONE
(617) 788-3610
GOVERNOR
KARYN E. POLITO
FACSIMILE
(617) 788-3605
LIEUTENANT GOVERNOR
JAY ASH
SECRETARY
PROJECT PLUM
MASSACHUSETTS TOUR
SEPTEMBER 15, 2015
2. Travel south to SouthField (development in South Weymouth)
3. Travel north on Route 95 and see the following:
a. Westwood
b. Needham
c. Newton
d. Waltham
e. Lexington
f.
Bedford
g. Burlington
4. Travel south on Route 93 and see Somerville - Assembly Row
5. Head to Cambridge NorthPoint, Kendall Square
6. Back to airport
Mapping our Technology Sector

September 2015
1
Fortune 1000 Company

Headquarters
26 Fortune 1000 companies
Financial
Medical Devices
Sciences
IT/ Communications
Other
Boston
Worcester
Bedford
Boston
Cambridge
Boston
Waltham
Boston
Hopkinton
Waltham
Waltham
Boston
Waltham
Norwood
Marlborough
Boston
Beverly
Springfield
Waltham
Springfield
Boston
Waltham
Norwell
Woburn
Framingham
Framingham

Headquarters
23 Fortune 1000
companies within
30 miles of
downtown
Boston
Requested Companies, Venture Firms,

and Technology Support Ecosystem
Cambridge
Cambridge
Cambridge
Wellesley
Boston
Cambridge
Boston, Waltham
Boston
Cambridge
Cambridge, Andover
Cambridge, Boston, Waltham
Boston

Companies Venture firms/ support ecosystem -
Our Major Technology Companies

Boston
Cambridge
Greater Boston
Area
Our Entrepreneurial Ecosystem
Co-Working Spaces -
- 21
Incubators/ Accelerators - - 29
7
Venture Capital in Massachusetts

Boston is the birthplace of venture capital with the founding of
American Research and Development by Harvard Business School
Dean Georges Doriot in 1946.
Currently 64 active venture capital firms in MA; major clusters in
Boston, Waltham, and Cambridge.
MA firms in 2014 had $20.4 billion under management (#2 state).
MA companies attract large and growing amounts of venture
capital.
Full year 2014: 810 deals, $6.8 billion.

First half 2015: 378 deals, $4.4 billion (29% increase).
All major tech sectors represented: software, online media,

medical devices, and pharma/biotech.
From:
To:
Cc:
Subject:
Date:
Attachments:

Milano, Peter (MOBD); Ash, Jay (EOHED); Mcgaugh, James (GE Corporate); Morehead, Clifton D (GE, Corporate)
Sunday, September 13, 2015 8:02:11 AM
MA Tech Sector.pdf
Brent,
1. A travel plan for Tuesday - this is what I previewed with you a couple of days ago, with a map on page 2. We are planning on a
7:45am or 8am start on Tuesday morning depending on your preference.
2. A brief presentation mapping the major corporate and tech sectors in Massachusetts. The approach here was to map the companies
you requested and then to highlight other major players in Mass.
Per Peter's prior email, dinner will be at Tresca in Boston's North End, and we are planning on a 6:30pm start tomorrow. Peter will be in
touch if he hasn't already on transportation specifics.
All the best,

Mike
Mike Kennealy

Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Nam:
Salary ranges of $100,000 - $150,000


Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.

Thanks,
Brent Woodruff
404.504.5962
EXECUTIVE OFFICE OF
BOSTON, MA 02108
www.mass.gov/eohed
CHARLES D. BAKER
TELEPHONE
(617) 788-3610
GOVERNOR
KARYN E. POLITO
FACSIMILE
(617) 788-3605
LIEUTENANT GOVERNOR
JAY ASH
SECRETARY
PROJECT PLUM
MASSACHUSETTS TOUR
SEPTEMBER 15, 2015
2. Travel south to SouthField (development in South Weymouth)
a. Westwood
b. Needham
c. Newton
d. Waltham
e. Lexington
f.
Bedford
g. Burlington
6. Back to airport
Mapping our Technology Sector

September 2015
1

Headquarters
26 Fortune 1000 companies
Financial
Medical Devices
Sciences
IT/ Communications
Other
Boston
Worcester
Bedford
Boston
Cambridge
Boston
Waltham
Boston
Hopkinton
Waltham
Waltham
Boston
Waltham
Norwood
Marlborough
Boston
Beverly
Springfield
Waltham
Springfield
Boston
Waltham
Norwell
Woburn
Framingham
Framingham

Headquarters
23 Fortune 1000
companies within
30 miles of
downtown
Boston

Cambridge
Cambridge
Cambridge
Wellesley
Boston
Cambridge
Boston, Waltham
Boston
Cambridge
Cambridge, Andover
Cambridge, Boston, Waltham
Boston

Companies Venture firms/ support ecosystem -
Our Major Technology Companies

Boston
Cambridge
Greater Boston
Area
Our Entrepreneurial Ecosystem
Co-Working Spaces -
- 21
Incubators/ Accelerators - - 29
7
Venture Capital in Massachusetts

Boston is the birthplace of venture capital with the founding of
American Research and Development by Harvard Business School
Dean Georges Doriot in 1946.
Currently 64 active venture capital firms in MA; major clusters in
Boston, Waltham, and Cambridge.
MA firms in 2014 had $20.4 billion under management (#2 state).
MA companies attract large and growing amounts of venture
capital.
Full year 2014: 810 deals, $6.8 billion.

First half 2015: 378 deals, $4.4 billion (29% increase).
All major tech sectors represented: software, online media,

medical devices, and pharma/biotech.
From:
To:
Cc:
Subject:
Date:

Kennealy, Michael (EOHED); Woodruff, Brent (GE Global Operations, consultant); Pham, Nam (EOHED)
Ash, Jay (EOHED); Mcgaugh, James (GE Corporate); Morehead, Clifton D (GE, Corporate)
Monday, September 14, 2015 9:46:16 AM
Hi Brent,
In finalizing Project Project transportation details, we need two pieces of information.

We are aware that one team member will fly AA Flight 147 to LAX. Can we get this
team members name, whether he or she flies first class, and whether he or she is
TSA pre-check approved? Our partners at MassPort plan to escort this team member
to the front of the TSA security line, but will need that info to assist.
Also, for pickup today, what will be the tail number of the corporate jet that will be
used?
Once we have these last couple details, we will finalize transportation logistics.
Thanks,
Peter
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd

Sent: Sunday, September 13, 2015 8:02 AM
To: Woodruff, Brent (GE Global Operations, consultant) <brent.woodruff@ge.com>; Pham, Nam
(EOHED) <nam.pham@MassMail.State.MA.US>
Cc: Milano, Peter (MOBD) <peter.milano@MassMail.State.MA.US>; Ash, Jay (EOHED)
<jay.ash@MassMail.State.MA.US>; Mcgaugh, James (GE Corporate) <james.mcgaugh@ge.com>;
Morehead, Clifton D (GE, Corporate) <clifton.morehead@ge.com>

Brent,
1. A travel plan for Tuesday - this is what I previewed with you a couple of days ago, with a map on
page 2. We are planning on a 7:45am or 8am start on Tuesday morning depending on your preference.
2. A brief presentation mapping the major corporate and tech sectors in Massachusetts. The approach
here was to map the companies you requested and then to highlight other major players in Mass.
Per Peter's prior email, dinner will be at Tresca in Boston's North End, and we are planning on a 6:30pm
start tomorrow. Peter will be in touch if he hasn't already on transportation specifics.
All the best,

Mike
Mike Kennealy

Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Nam:
Salary ranges of $100,000 - $150,000

Tech Companies:

Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,

Brent Woodruff
404.504.5962
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

FYI
Just a heads up if it hasn't come your way yet. I expect visits at dinner
tonight from Gov Baker, Boston Mayor Marty Walsh & UMASS President Marty
Meehan, among some others.
Look forward to seeing you!
Jay
Subject: RE: Call
that works for you.
Thanks.
ark
Subject: RE: Call
west.
Cheers,
Jay

Subject: Call
ark
From:
To:
Subject:
Date:

Ash, Jay (SEA)
RE: FYI
Thanks Jay. Look forward to seeing you later and visiting the various
Boston sites tomorrow.
Sent: Monday, September 14, 2015 10:17 AM
Subject: FYI
Just a heads up if it hasn't come your way yet. I expect visits at dinner
tonight from Gov Baker, Boston Mayor Marty Walsh & UMASS President Marty
Meehan, among some others.
Look forward to seeing you!
Jay
Subject: RE: Call
that works for you.
Thanks.
ark
Subject: RE: Call
west.
Cheers,
Jay
Subject: Call
ark
From:
To:
Cc:
Subject:
Date:

Milano, Peter (MOBD); Woodruff, Brent (GE Global Operations, consultant); Pham, Nam (EOHED)
Also Brent were you going to send over a list of attendees?
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

To: Kennealy, Michael (EOHED); Woodruff, Brent (GE Global Operations, consultant); Pham, Nam
(EOHED)
Cc: Ash, Jay (EOHED); Mcgaugh, James (GE Corporate); Morehead, Clifton D (GE, Corporate)
Hi Brent,

used?
Thanks,
Peter
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd

Brent,
All the best,

Mike
Mike Kennealy

Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762


Nam:
Salary ranges of $100,000 - $150,000

Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Cc:
Subject:
Date:

Milano, Peter (MOBD); Woodruff, Brent (GE Global Operations, consultant); Pham, Nam (EOHED)
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

(EOHED)
Hi Brent,

used?
Thanks,
Peter
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd

Brent,
All the best,

Mike
Mike Kennealy

Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762


Nam:
Salary ranges of $100,000 - $150,000

Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Subject:
Date:

Woodruff, Brent @ Atlanta Peachtree
RE: Project Plum Site Visit to Boston
Monday, September 14, 2015 12:02:00 PM
Great
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
-----Original Message----From: Woodruff, Brent @ Atlanta Peachtree [mailto:Brent.Woodruff@cbre.com]
Sent: Monday, September 14, 2015 12:01 PM
Subject: Project Plum Site Visit to Boston
Mike:
I will email or text you when we are about to take-off for Logan.
Let's plan to assemble at 7:45 and head out at 8 am tomorrow.
See you tonight.
Best way to reach me is via:
Brent.woodruff@cbre.com
404-556-0754 cell
Thanks,
Brent
Sent from my iPhone
From:
To:
Subject:
Date:
Attachments:

RE: can you drop this on letterhead? Jay"s letterhead
Please see attached I think we should do this as it looks more like what I sent already.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Subject: FW: can you drop this on letterhead? Jay's letterhead
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd

To: 'Camille Passatempo (camille.passatempo@state.ma.us) (camille.passatempo@state.ma.us)'
<camille.passatempo@state.ma.us>
Subject: can you drop this on letterhead? Jay's letterhead
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd
EXECUTIVE OFFICE OF
BOSTON, MA 02108
www.mass.gov/eohed
CHARLES D. BAKER
TELEPHONE
(617) 788-3610
GOVERNOR
KARYN E. POLITO
FACSIMILE
(617) 788-3605
LIEUTENANT GOVERNOR
JAY ASH
SECRETARY
PROJECT PLUM
MASSACHUSETTS TOUR
SEPTEMBER 15, 2015
2. Travel south on Route 93 and 3 to SouthField (development in South Weymouth)
a. Westwood
b. Needham
c. Waltham
4. Brief lunch and tour of Verizon Innovation Center, Waltham
5. Travel Route 2 east and tour Cambridge Discovery Park, Arlington, and Medford
8. Back to airport
From:
To:
Cc:
Subject:
Date:

Kennealy, Michael (EOHED); Ash, Jay (EOHED)
"nam.pham@state.ma.us"
FW: Project "Plum" Route
Here is the Boston route. We are forwarding to bus co. Also, City of Boston will
provide breakfast on the bus from locally sourced vendors. They have not sent their
piece for the binders yet, but informed me they were approx. 20 pages...the literature
is at the printer now. Lastly, we should expect a Boston Police escort to stay on
schedule.
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd
From: Crystal Torman [mailto:crystal.torman@boston.gov]

To: Milano, Peter (MOBD) <peter.milano@MassMail.State.MA.US>
Subject: Project "Plum" Route
Hi Peter,
Please find the proposed route below. Sorry about the high level of detail, we're working on making the actual map
as we speak. Please let me know if there is anything else that would be helpful at this stage. Thanks!
Tour Route:
Start at the Boston Harbor Hotel
Proceed on Atlantic Avenue
Left onto State Street towards Exchange Place (corner of State and Congress)
Right onto Franklin Street
Left on Devonshire Street to Winthrop Square
Continue onto Otis Street (right at the fork of Devonshire and Otis St)
Continue onto Kingston Street
Right onto Avenue de Lafayette
Right on Washington Street (closed to unauthorized vehicles) into Downtown Crossing

Left onto Winter Street (closed to unauthorized vehicles)
Left onto Tremont Street to Boston Common
Continue on Tremont Street in Theatre District
Right onto Stuart Street
Right onto Charles Street
Left onto Park Plaza
Continue onto St. James Ave. into Copley Square
Right onto Dartmouth Street
Left onto Newbury Street
Left onto Gloucester Street towards the Hynes Convention Center
Left onto Boylston Street
Left onto FairField Street
Left onto Commonwealth Avenue
Continue to Kenmore Square/Fenway
Left onto Brookline Ave
Continue on Brookline Ave to the Longwood Medical Area
Left onto Francis Street
Left onto Huntington Ave
Continue on Huntington Ave to the Museum of Fine Arts
Right onto Parker Street
Left onto Ruggles Street toward Parcel 3 (across from BPD Headquarters)
Left on to Tremont Street
Continue on Tremont Street to South End
left onto Herald Street toInk Block
Right onto Albany Street
Left onto Traveler Street
Continue onto West Broadway
Right onto Dorchester Ave
Left onto Old Colony Ave
Enter rotary
Exit rotary onto Columbia Road (3rd Exit)
Right onto Babe Ruth Park Drive
Right onto William J. Day Blvd
Enter rotary
Exit rotary onto Morrissey Blvd (3rd Exit)
Continue on Morrissey Blvd to The Boston Globe
Warmly,
Crystal
Crystal Torman
Advisor to the Chief
Mayor's Office of Economic Development
One City Hall Square
Boston, MA. 02201
O: (617) 635-5708
From:
To:
Cc:
Subject:
Date:

Milano, Peter (MOBD); Ash, Jay (EOHED)
"nam.pham@state.ma.us"
RE: Project "Plum" Route
Looks good. Please let Brent know about breakfast.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Cc: 'nam.pham@state.ma.us'
Subject: FW: Project "Plum" Route
Here is the Boston route. We are forwarding to bus co. Also, City of Boston will
provide breakfast on the bus from locally sourced vendors. They have not sent their
piece for the binders yet, but informed me they were approx. 20 pages...the literature
is at the printer now. Lastly, we should expect a Boston Police escort to stay on
schedule.
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd

From: Crystal Torman [mailto:crystal.torman@boston.gov]
To: Milano, Peter (MOBD) <peter.milano@MassMail.State.MA.US>
Subject: Project "Plum" Route
Hi Peter,
Please find the proposed route below. Sorry about the high level of detail, we're working on making the actual map
as we speak. Please let me know if there is anything else that would be helpful at this stage. Thanks!
Tour Route:
Start at the Boston Harbor Hotel
Proceed on Atlantic Avenue
Left onto State Street towards Exchange Place (corner of State and Congress)
Right onto Franklin Street
Left on Devonshire Street to Winthrop Square
Continue onto Otis Street (right at the fork of Devonshire and Otis St)
Continue onto Kingston Street
Right onto Avenue de Lafayette
Right on Washington Street (closed to unauthorized vehicles) into Downtown Crossing
Left onto Winter Street (closed to unauthorized vehicles)
Left onto Tremont Street to Boston Common
Continue on Tremont Street in Theatre District
Right onto Stuart Street
Right onto Charles Street
Left onto Park Plaza
Continue onto St. James Ave. into Copley Square
Right onto Dartmouth Street
Left onto Newbury Street
Left onto Gloucester Street towards the Hynes Convention Center
Left onto Boylston Street
Left onto FairField Street
Left onto Commonwealth Avenue
Continue to Kenmore Square/Fenway
Left onto Brookline Ave
Continue on Brookline Ave to the Longwood Medical Area
Left onto Francis Street
Left onto Huntington Ave
Continue on Huntington Ave to the Museum of Fine Arts
Right onto Parker Street
Left onto Ruggles Street toward Parcel 3 (across from BPD Headquarters)
Left on to Tremont Street
Continue on Tremont Street to South End
left onto Herald Street toInk Block
Right onto Albany Street
Left onto Traveler Street
Continue onto West Broadway
Right onto Dorchester Ave
Left onto Old Colony Ave
Enter rotary
Exit rotary onto Columbia Road (3rd Exit)
Right onto Babe Ruth Park Drive
Right onto William J. Day Blvd
Enter rotary
Exit rotary onto Morrissey Blvd (3rd Exit)
Continue on Morrissey Blvd to The Boston Globe
Warmly,
Crystal
Crystal Torman
Advisor to the Chief
Boston, MA. 02201
O: (617) 635-5708
From:
To:
Subject:
Date:
Woodruff, Brent @ Atlanta Peachtree
Re: Project Plum Site Visit to Boston
Great
Mike Kennealy
> On Sep 14, 2015, at 5:30 PM, Woodruff, Brent @ Atlanta Peachtree
<Brent.Woodruff@cbre.com> wrote:
>
> Mike
>
> Looks like we are on time.
>
> See you between 6:15 and 6:30
>
> Brent Woodruff
> 404-504-5962
>
> Sent from my iPhone
>
>> On Sep 14, 2015, at 12:02 PM, Kennealy, Michael (SEA)
<michael.kennealy@state.ma.us> wrote:
>>
>> Great
>>
>>
>> Mike Kennealy
>> Assistant Secretary for Business Growth
>> The Commonwealth of Massachusetts
>> Executive Office of Housing & Economic Development
>> One Ashburton Place, Room 2101
>> Boston, MA 02108
>> Office: 617-788-3640
>> Cell: 617-634-4762
>> michael.kennealy@state.ma.us
>>
>> -----Original Message---->> From: Woodruff, Brent @ Atlanta Peachtree
[mailto:Brent.Woodruff@cbre.com]
>> Sent: Monday, September 14, 2015 12:01 PM
>> To: Kennealy, Michael (EOHED)
>> Subject: Project Plum Site Visit to Boston
>>
>> Mike:
>>
>> I will email or text you when we are about to take-off for Logan.
>>
>> Let's plan to assemble at 7:45 and head out at 8 am tomorrow.
>>
>> See you tonight.
>>
>> Best way to reach me is via:
>> Brent.woodruff@cbre.com
>> 404-556-0754 cell
>>
>> Thanks,
>>
>> Brent
>>
>> Sent from my iPhone
From:
To:
Subject:
Date:

Ash, Jay (EOHED) (jay.ash@MassMail.State.MA.US)
Jay:
Great job yesterday a very informative day and the dinner worked very well.
Can you please send me a list of everyone who was on the bus with us yesterday and their contact
information?
I am sure that I will be following up with you for additional information in the coming days/weeks.
Please feel free to call/email me with any questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From: Kennealy, Michael (EOHED) [mailto:Michael.kennealy@MassMail.State.MA.US]

To: Milano, Peter (MOBD); Woodruff, Brent (GE Global Operations, consultant); Pham, Nam (EOHED)
Cc: Ash, Jay (EOHED); Mcgaugh, James (GE Corporate); Morehead, Clifton D (GE Corporate)
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

(EOHED)
Hi Brent,

used?
Thanks,
Peter
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd

Brent,
All the best,

Mike
Mike Kennealy

Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Nam:
Salary ranges of $100,000 - $150,000

Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Subject:
Date:
Ash, Jay (EOHED)


Subject: FW: Project Plum Boston/MA Site Visit - Follow-up Materials/Additional Information
Jay:
information?
Thanks,
Brent Woodruff
404.504.5962

Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

(EOHED)
Hi Brent,

used?
Thanks,
Peter
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd


Brent,
All the best,

Mike
Mike Kennealy

Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Nam:
Salary ranges of $100,000 - $150,000


Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.

Thanks,
Brent Woodruff
404.504.5962
From:
To:
Subject:
Date:
Ash, Jay (EOHED)
Re: Project Plum Boston/MA Site Visit - Follow-up Materials/Additional Information
Great! At the dentist - will be in later.

Mike Kennealy
On Sep 16, 2015, at 10:16 AM, Ash, Jay (EOHED) <jay.ash@MassMail.State.MA.US>
wrote:

[mailto:brent.woodruff@ge.com]
Information
Jay:
Can you please send me a list of everyone who was on the bus with us yesterday and
their contact information?
I am sure that I will be following up with you for additional information in the coming
days/weeks.
Thanks,
Brent Woodruff
404.504.5962

To: Milano, Peter (MOBD); Woodruff, Brent (GE Global Operations, consultant); Pham,
Nam (EOHED)
Cc: Ash, Jay (EOHED); Mcgaugh, James (GE Corporate); Morehead, Clifton D (GE
Corporate)
Subject: RE: Project Plum Boston/MA Site Visit - Follow-up Materials/Additional
Information
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

To: Kennealy, Michael (EOHED); Woodruff, Brent (GE Global Operations, consultant);
Pham, Nam (EOHED)
Cc: Ash, Jay (EOHED); Mcgaugh, James (GE Corporate); Morehead, Clifton D (GE,
Corporate)
Information
Hi Brent,
In finalizing Project Project transportation details, we need two pieces of

information. We are aware that one team member will fly AA Flight 147 to
LAX. Can we get this team members name, whether he or she flies first
class, and whether he or she is TSA pre-check approved? Our partners at
MassPort plan to escort this team member to the front of the TSA security
line, but will need that info to assist.
Also, for pickup today, what will be the tail number of the corporate jet that
will be used?
Once we have these last couple details, we will finalize transportation

logistics.
Thanks,
Peter
Peter Milano
(978) 970-1193
Building 5
Lawrence, MA 01843
www.mass.gov/mobd
This communication and any communication incorporated herein, including attachments, may be
subject to public disclosure as a public record, as defined by M. G. L. c. 4, 7, and subject to public
inspection, examination and copying pursuant to M. G. L. c. 66, 10. Any communication with this
agency whether in response to this communication or otherwise may itself be subject to public
inspection and copying pursuant to M. G. L. c. 66, 10, unless protected by statutory exemption.

To: Woodruff, Brent (GE Global Operations, consultant) <brent.woodruff@ge.com>;
Pham, Nam (EOHED) <nam.pham@MassMail.State.MA.US>
<jay.ash@MassMail.State.MA.US>; Mcgaugh, James (GE Corporate)
<james.mcgaugh@ge.com>; Morehead, Clifton D (GE, Corporate)
Information
Brent,
1. A travel plan for Tuesday - this is what I previewed with you a couple of days ago, with
a map on page 2. We are planning on a 7:45am or 8am start on Tuesday morning
depending on your preference.
2. A brief presentation mapping the major corporate and tech sectors in Massachusetts.
The approach here was to map the companies you requested and then to highlight other
major players in Mass.
Per Peter's prior email, dinner will be at Tresca in Boston's North End, and we are planning
on a 6:30pm start tomorrow. Peter will be in touch if he hasn't already on transportation
specifics.
All the best,

Mike
Mike Kennealy

Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Cc: Milano, Peter (MOBD); Ash, Jay (EOHED); Kennealy, Michael (EOHED); Mcgaugh,
James (GE Corporate); Morehead, Clifton D (GE, Corporate)
Nam:
Per our discussion last week, please see below additional information for your use in
preparing an agenda for the Project Plum Teams site visit to the Boston,
Massachusetts market area.
For purposes of our site visits, we would like to see one to two areas of housing that
would be sought by staff level positions. To help guide you, please assume the
following:
Salary ranges of $100,000 - $150,000

Tech Companies:
We would like you to identify and map tech companies in your market area. We have
identified two buckets of neighbors we would like you to investigate/research. The first
bucket are those that are mature companies and the second bucket are the start-up /
venture capital backed companies.
Bucket 1 Example Companies (please indicate if these companies have locations in your
market or do not (show on a map the ones that do have locations. You may add additional
High-Tech companies that you feel are similar or highlight a strong tech workforce):
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Telcos - ATT / VZ / CL (Engineering teams, not consumer or Sales and General &
Administrative offices)
Zappos
Bucket 2 Venture Offices/Tech Incubators/Tech Training & CoWorking Spaces (same

instructions as above):
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
Please email me agendas, maps, brochures, etc prior to our tour. We look forward to
meeting you and touring in a little over a week and please feel free to call/email me
with any questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Subject:
Date:
Attachments:

"nam.pham@state.ma.us"; Kennealy, Michael (EOHED); John Barros (john.barros@boston.gov); Crystal Torman;
Dana Whiteside
Project Plum contacts and names
Ann R Klee.vcf
Brent Woodruff.vcf
Matthew G Cribbins.vcf
Hi all,
As promised, here are the names and titles I have from Project Plum executives:
The other names and departments are (please help fill in the blanks here):
Eileen Canavoaugh (sp?), Finance Manager

Joe Pellagrino, Real Estate Division
Michelle May, Corporate Communications
Chris Perriera (sp), Corporate Counsel
Lori ?, Human Resources
I realize this is incomplete, but I was taking notes while they were introducing
themselves to Governor Baker and Mayor Walsh.
Secretary Ash will be coordinating / sending our response, but I know the Mayor /
John want to also send a correspondence.
Call or email with any questions you may have.
Peter
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd
Attachment Ann R Klee_2.vcf (1710 Bytes) cannot be converted to PDF format.
Attachment Brent Woodruff_2.vcf (1786 Bytes) cannot be converted to PDF format.
Attachment Matthew G Cribbins_2.vcf (1697 Bytes) cannot be converted to PDF format.
From:
To:
Cc:
Subject:
Date:

Dana Whiteside; Milano, Peter (MOBD)
Pham, Nam (EOHED); John Barros; Crystal Torman; Jonathan Greeley
RE: Project Plum contacts and names
Hey everybody, we got some feedback from the consultant who thought it was a great visit. He also asked for the names
and contact info for everybody on the bus could you send me your info and I will send to him? And is this everybody
on this email, except Jay of course?
Thanks!
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From: Dana Whiteside [mailto:dana.whiteside@boston.gov]

To: Milano, Peter (MOBD)
Cc: Pham, Nam (EOHED); Kennealy, Michael (EOHED); John Barros (john.barros@boston.gov); Crystal Torman; Jonathan
Greeley
Subject: Re: Project Plum contacts and names
Hello, Peter:
Great seeing you yesterday! Thanks very much for providing this information.
The time we all spent yesterday proved beneficial and extremely productive.
Thanks to Secretary Ash, Nam, Mike and you for including our team in the
proceedings and supporting the overall effort.
If there are any other follow-up items or questions feel free to advise.
All best,
Dana
___________________________________________________________________________________
Dana Whiteside
Deputy Director
Community Economic Development
617-918-4441 (o)
@BostonRedevelop
www.DudleyVision.org
BRA/EDIC
One City Hall Square |Boston, MA 02201
BostonRedevelopmentAuthority.org
SHARE YOUR VISION. SHAPE OUR CITY.

http://imagine.boston.gov/
On Wed, Sep 16, 2015 at 4:58 PM, Milano-SEA, Peter (SEA) <peter.milano-sea@state.ma.us> wrote:
Hi all,
I realize this is incomplete, but I was taking notes while they were introducing themselves to
Governor Baker and Mayor Walsh.
Secretary Ash will be coordinating / sending our response, but I know the Mayor / John want to also
send a correspondence.
Peter
Peter Milano
(978) 970-1193
Building 5
Lawrence, MA 01843
www.mass.gov/mobd
This communication and any communication incorporated herein, including attachments, may be subject to public disclosure as a public
record, as defined by M. G. L. c. 4, 7, and subject to public inspection, examination and copying pursuant to M. G. L. c. 66, 10.
Any communication with this agency whether in response to this communication or otherwise may itself be subject to public inspection
and copying pursuant to M. G. L. c. 66, 10, unless protected by statutory exemption.
--
From:
To:
Subject:
Date:

Hi Brent, please see below contact info for all the folks from the state and the city that were on the
bus. Please of course let us know if you need anything else. Looking forward to continuing the
dialogue.
Best,
Mike
Jay Ash
Secretary
Boston, MA 02108
(v) 617-788-3626
jay.ash@state.ma.us
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
Nam Pham
Assistant Secretary for Business Development & International Trade
Boston, MA 0211
Nam.pham@state.ma.us
617.973.8540 (O)
617.352.8435 (C)
Peter Milano
360 Merrimack Street Building 5
Lawrence, MA 01843
peter.milano@state.ma.us
(978) 970-1193
City of Boston
John Barros
Chief of Economic Development
Office of Mayor Martin J. Walsh
6th Floor, Room 603
Boston City Hall, Boston MA 02201
t:617-635-5729
e: john.barros@boston.gov
Crystal Torman
Senior Advisor to the Chief
Boston, MA. 02201
t:(617) 635-5708
e:crystal.torman@boston.gov
Jonathan Greeley, AICP

Senior Infrastructure and Public Realm Planner II
BRA/EDIC
One City Hall Square|Boston, MA 02201
t:617.918.4486
e:jonathan.greeley@boston.gov
Dana Whiteside
Deputy Director
BRA/EDIC
t:617-918-4441
e: dana.whiteside@boston.gov

Hi Brent, great to see you and the team on Monday and Tuesday. I am pulling together names and
contact info and will send to you later today or early tomorrow.
Thanks,
Mike
Mike Kennealy

Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762


Jay:
information?
Thanks,
Brent Woodruff
404.504.5962

Mike Kennealy

Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

(EOHED)
Hi Brent,

used?
Thanks,
Peter
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd

Brent,
All the best,

Mike
Mike Kennealy

Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Nam:

Salary ranges of $100,000 - $150,000

Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Cc:
Subject:
Date:

John Barros
Dana Whiteside; Milano, Peter (MOBD); Pham, Nam (EOHED); Crystal Torman; Jonathan Greeley
RE: Project Plum contacts and names
Thanks John! All set for now. Lets keep each other updated on any other developments or contact from the consultant or
the Project team. Hope to speak again soon.
Best
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From: John Barros [mailto:john.barros@boston.gov]

Cc: Dana Whiteside; Milano, Peter (MOBD); Pham, Nam (EOHED); Crystal Torman; Jonathan Greeley
Hi Mike,
That's great to hear! As requested, you can find the contact information for the City of Boston team that
was in attendance below (they are all cc'd). Please let me know if we can provide any
additionalinformation.
John Barros
6th Floor, Room 603
t:617-635-5729
e: john.barros@boston.gov
Crystal Torman
Senior Advisor to the Chief
Boston, MA. 02201
t:(617) 635-5708
e:crystal.torman@boston.gov
Jonathan Greeley, AICP
Senior Infrastructure and Public Realm Planner II
BRA/EDIC
t:617.918.4486
e:jonathan.greeley@boston.gov
Dana Whiteside
Deputy Director
BRA/EDIC
t:617-918-4441
e: dana.whiteside@boston.gov
Best,
John
On Thu, Sep 17, 2015 at 3:16 PM, Kennealy, Michael (EOHED) <Michael.kennealy@massmail.state.ma.us>
wrote:
Hey everybody, we got some feedback from the consultant who thought it was a great visit. He also asked for the names
and contact info for everybody on the bus could you send me your info and I will send to him? And is this everybody
on this email, except Jay of course?
Thanks!
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From: Dana Whiteside [mailto:dana.whiteside@boston.gov]

To: Milano, Peter (MOBD)
Cc: Pham, Nam (EOHED); Kennealy, Michael (EOHED); John Barros (john.barros@boston.gov); Crystal Torman; Jonathan
Greeley
Hello, Peter:
Great seeing you yesterday! Thanks very much for providing this information.
The time we all spent yesterday proved beneficial and extremely productive.
Thanks to Secretary Ash, Nam, Mike and you for including our team in the
proceedings and supporting the overall effort.
If there are any other follow-up items or questions feel free to advise.
All best,
Dana

___________________________________________________________________________________
Dana Whiteside
Deputy Director
617-918-4441(o)
@BostonRedevelop
www.DudleyVision.org
BRA/EDIC
BostonRedevelopmentAuthority.org

On Wed, Sep 16, 2015 at 4:58 PM, Milano-SEA, Peter (SEA) <peter.milano-sea@state.ma.us> wrote:
Hi all,

I realize this is incomplete, but I was taking notes while they were introducing themselves to
Governor Baker and Mayor Walsh.
Secretary Ash will be coordinating / sending our response, but I know the Mayor / John want to also
send a correspondence.
Peter
Peter Milano
(978) 970-1193
Building 5
Lawrence, MA 01843
www.mass.gov/mobd
This communication and any communication incorporated herein, including attachments, may be subject to public disclosure as a public
record, as defined by M. G. L. c. 4, 7, and subject to public inspection, examination and copying pursuant to M. G. L. c. 66, 10.
Any communication with this agency whether in response to this communication or otherwise may itself be subject to public inspection
and copying pursuant to M. G. L. c. 66, 10, unless protected by statutory exemption.
--
-John Barros
6th Floor, Room 603
t: 617-635-5729
http://www.cityofboston.gov
From:
To:
Subject:
Date:

Michael:
Received thank-you very much.
Thanks,
Brent Woodruff
404.504.59062

Hi Brent, great to see you and the team on Monday and Tuesday. I am pulling together names and
contact info and will send to you later today or early tomorrow.
Thanks,
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762


Jay:
information?
Thanks,
Brent Woodruff
404.504.5962

Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

(EOHED)
Hi Brent,
used?
Thanks,
Peter
Peter Milano
(978) 970-1193

Building 5
Lawrence, MA 01843
www.mass.gov/mobd

Brent,
All the best,

Mike
Mike Kennealy

Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Nam:
Salary ranges of $100,000 - $150,000

Tech Companies:
Amazon
Disney
Facebook
- JPM
- Citi
- Wells
Google
Rackspace
Zappos
1871
Andreessen Horowitz
AngelPad
General Assembly
Hatchery
Launchpad
Mach49
Sequoia Capital
TechStars
WeWork
Y Combinator
questions/comments.
Thanks,
Brent Woodruff
404.504.5962
From:
To:
Subject:
Date:
Attachments:
Ash, Jay (SEA)

jay.ash@state.ma.us
FW: Making Massachusetts Great & Projects
Sunday, October 04, 2015 8:31:57 AM
Making Massachusetts Great.doc
________________________________________
Sent: Saturday, April 04, 2015 1:41 PM
Subject: Making Massachusetts Great & Projects
Sources:
Grants/Credits
EDIP annual allotment of tax credits
EDIP unspent allotment from previous years
MLSC the Life Sciences credits have been reduced to $20m. Approximately
that much is granted annually.
MLSC Bonding for capital needs. $65m available in FY16.
MTC the Tech Collaborative has a matching program for collaborative
research with up to $50m in it. Status unknown.
Commonwealth Corp for workforce training
MassDevelopment
Emerging Themes:
1. Prepare communities for success
2. Talent
3. Enable higher ed to do more for the economy
4. Regulatory reform/competitiveness review
5. High, Emerging and Mature sectors and communities
6. Housing
7. Transpo
8. Regional approaches
Running List of Asks (3/16/15):
9. $20m. Biogen this is an estimate, for 1,000 jobs to be created and
new building to be sited in Fall River, Devens or Foxboro. (MLSC Mass
Life Sciences - and maybe EDIP Economic Development Incentive Program.
Typically, the two cant be used together)
10. $28m (over 5 years). MIT multi-party application to the Feds for
$110m on Advanced Manufacturing Center of Excellence. MIT gets $28m over
5 years ask is a match combo of cash and in-kind. NY is putting up
$220m in the partnership (which is for manufacturing of chips, which is
investment intensive). MA end of the partnership is on the value add,
both before and after chips are made. CA is also involved. Ask could be
structured and only is due if the initiative receives the award. (MTC
Mass Tech Collaborative)
11. $16m (over 5 years). UMASS Amherst multi-party application to the
Feds for $110m on Flexible Electronics Center of Excellence. CA and NY
are also involved.
12. $20m (over 3 years). Raytheon looking for $20m or so on a $1b
contract bid. Ask only due if bid is won. (MTC)
13. $3.25m (over 5 years). Amazon - $3.25m for 500-1000 full-time and
1500-2000 seasonal jobs in Fall River. $1m will be upfront, with the
remainder spread over the 5 year period. (EDIP)
14. $30m. Quincy, for upfront infrastructure (mainly a park), which was
originally going to be an i-cubed project, but the private investment is
less certain so the i-cubed may not be going forward. Part of this is a
$2m grant from the Gateway Cities Park Program in EEA. (?)
15. $10m. Quincy, for various other projects. (Transpo Bond)
16. ? Quincy court house project.
17. $20m. Beverly, for a variety of infrastructure related projects,
including the rebuild of the Brimal Ave interchange on 128. (Transpo
Bond)
18. $78m. Mass Eye & Ear, for MassDOT Storrow Drive infrastructure
improvements for an underground garage to be built. MEE will pay for the
garage, which will be a benefit to the Hatch Shell and will create
additional open space. (Transpo Bond)
19. $6m. Lee, looking for $2-$6m Massworks grant to get a long vacant
paper mill reactivated through a variety of public infrastructure
improvements. (MassWorks)
20. $5m. Lowell, for public infrastructure to keep the Lowell Five
local. The public money will allow for a new Lowell Five building. (They
are assuming that their $220m court house is a go as a result of recent
comments by the LG and the campaign commitment by the Gov & LG. This
project is next to that one.) (MassWorks)
21. $6m. Charles River Labs - $3-$6m to entice them to reactivate their
dormant Shrewsbury facility, creating as many as 300 jobs. (MLSC and
maybe EDIP)
22. $5m. Haverhill, an approximate number to continue a downtown effort.
(MassWorks)
23. $2m. Charlestown, for Massworks funding for a Navy Yard hotel
project of $90m. (MassWorks)
24. ?. Somerville meeting this week.
25. ?. Malden downtown, a ball park for minor league baseball, and the
reuse of a hospital site are all of interest. State will commit to $500k
in infrastructure work for the hospital site if it is reused as
residential. Ball park has big hurdles (in my opinion). Downtown
requires some MassWorks money to support the redevelopment of the current
City Hall site to a future City Hall and housing site. Additionally,
Malden is interested in bring the South Middlesex Court House to the
downtown.
26. Medford developing out a strategy.
27. $10m Chelsea I-Cubed funding for a parking garage to support the
combined Silver Line and new commuter rail, 300 housing units and 150 unit
garage at the Mystic Mall.
28. $10m New Bedford downtown projects in support of housing and
UMASS Dartmouth move downtown.
29. $2m Flextronics to establish a manufacturing center to support
entrepreneurs in Boston.
30. ? Holyoke to fund their urban renewal project and to attract
workforce development efforts from Holyoke Community College.
31. ? IBM may be interested in citing an incubator in MA. An initial
meeting is being scheduled. (From Rep. Dooley)
32. ? - Ludlow Ludlow Mills great opportunity to re-energize the
Mills with a LIHTC project by Winn. Another 50 acres exist for a
commercial development as well.
33. ?? Hanscom Innovation Center
Other Economic Development Efforts
1. Law enacted Opportunity Zones fund one urban, one suburban and
one rural project OZ being developed by HED and in draft form. In
general, combo of state and local regulatory relief and priority access to
MassWorks and I-Cubed funding.
2. Reg Relief Solar City would hire up to 400 right away if we could
get regs change before the DPLs electricians board. Current requirement
of 1:1 for installers to electricians should be changed from 1 electrician
per crew (crew is typically 5).
3. Law change compound two compound centers would add 500 or more
jobs if they would be allowed to export from Massachusetts. Current law
does not allow domestic compounders to export, although we import
compounded drugs from other states, some with less strict regs.
4. Reg change Toyota and MIT may partner on driverless car technology.
A reg change would be required to allow for these types of vehicles to be
tested out on the road. (From Auditor Bump)
5. Plan approval - $1b Copley Place project desire by developer
(Simon) to get MassDOT to accept a preferred venting plan for the turnpike
tunnel approved.
6. Process alignment - $1b Harbor Garage project developer (Chiofaro)
wishes to ensure that MEPA process will be timely.
7. DCAMM site selection for Holyoke CC on a culinary program in
downtown Holyoke.
8. DCAMM site selection for Dep of Labor office in Brockton.
Other Opportunities
1. Holyoke 700 acre urban renewal district much work to be done,
though!
2. Lynn 70 acre former GE site could be residential or commercial.
3. Foxboro 1m s.f. + across Route 1 from the stadium. Could be a
great high/bio tech campus.
Jay Ash
Secretary, Executive Office of
Boston, MA 02108
(617)788-3610
Making Massachusetts Great

1. Economic Development
a. Partnership for Great Communities
i. Capacity building
1. Planning
2. ED Tools
a. Opportunity Zones
b. Regional Economic Hubs
c. Gateway Cities
d. Transformative Investment
3. Urban Agenda
ii. Infrastructure
1. Sites
2. Roads
3. Utilities
4. Internet
iii. Regulations
1. Land use policies
b. Promoting Businesses Development
i. Competitiveness & Regulation Reform
ii. Economic Development Reorganization
iii. Small, medium and large biz growth
1. Business Call Program
a. Hello
b. How can we help
c. Pipeline for future engagement
2. Business solicitation
3. Incubators and accelerators
4. Horizontal and vertical alignment
c. Sector Strategy
i. High growth
ii. Emerging
iii. Mature
d. Higher Ed as an Economic Engine
i. Talent trainer
1. Traditional ed
2. Skills development
ii. Business Developer
1. Incubators
iii. Regional stewards
1. Regional Economic Hubs member
e. Jobs, Jobs, Jobs
i. Creator (working with businesses to create more)
ii. Connector (connecting biz, trainers and people)
iii. Regulator (use or remove regulations to create jobs)
2. Education
3. Labor & Workforce Development
4.
5.
6.
7.
Transportation
HHS
Environment
Public Safety
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Just checking in
Monday, October 05, 2015 8:44:00 AM
Need/want anything from us?
Jay Ash, Secretary

Executive Office of
(v) 617-788-3626
jay.ash@state.ma.us
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

RE: Just checking in
Whoops. Hit the send too soon.
Also, as we think more about space, were wondering if the parameters of the location have been
narrowed at all. If asked Boston to think about some potential locations, but without knowing how
much space you might need, it is a bit of a guessing game for Boston and me. If you have narrowed
that at all, let me know.
Hope all is well,
Jay

Sent: Monday, October 05, 2015 8:44 AM
To: 'Klee, Ann (GE, Corporate)'
Subject: Just checking in
Jay Ash, Secretary

Executive Office of
(v) 617-788-3626
jay.ash@state.ma.us
From:
To:
Subject:
Date:

Ash, Jay (SEA)
Jay,
Thanks for your note.
Nothing that we need from your end at the moment; were still working things on our end. More
formal note to follow, but we had a good visit in Boston and really appreciate all the time and effort
that you, your team and the Boston team put into making our trip productive. We also very much
appreciated the opportunity to have the Governor, Mayor and U Mass President join us at dinner
(although Im mortified that we were late and kept them waiting).
Were still evaluating several scenarios in terms of numbers and job types that might relocate, so
dont have much new to share there either.
Thanks for your patience. Ill be back in touch soon.
Best,
ark
From: Ash, Jay (SEA) [mailto:jay.ash@state.ma.us]

Subject: RE: Just checking in
Hope all is well,
Jay

Jay Ash, Secretary

Executive Office of
(v) 617-788-3626
jay.ash@state.ma.us
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Monday, October 05, 2015 9:49:04 PM
Cool. Actually waiting at the restaurant turned into a great opportunityfor all of us to hang on
the sidewalk and bond. Had a barrel fire been near, we might have all started crooning
-------- Original message -------From: "Klee, Ann (GE, Corporate)" <Ann.Klee@ge.com>

Date: 10/05/2015 10:46 AM (GMT-05:00)
Jay,
Best,
ark

Hope all is well,
Jay

Jay Ash, Secretary

Executive Office of
(v) 617-788-3626
jay.ash@state.ma.us
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Fwd: Just checking in
Tuesday, October 06, 2015 8:13:46 AM
Fyi

Date: 10/05/2015 10:46 AM (GMT-05:00)
Jay,
Best,
ark


Hope all is well,
Jay

Jay Ash, Secretary

Executive Office of
(v) 617-788-3626
jay.ash@state.ma.us
From:
To:
Subject:
Date:
Mcgaugh, James (GE Corporate)

Jay Ash; Nam Pham (SEA); Peter Milano
Massachusetts based GE Startup
Wednesday, October 07, 2015 9:46:54 AM
Jay, Nam and Peter--sharing today's announcement of a new GE

startup--Current-- that will be HQ'd in Greater Boston--exact location TBD.
We should connect to discuss as I get more details. Jim
GE INTRODUCES STARTUP CURRENT TO TRANSFORM ENERGY SECTOR

First Integrated System Across Commercial, Industrial, Municipal and Utility
Customers;
Customers Walgreens, Simon Property Group, Hilton Worldwide, JPMorgan Chase,
Hospital Corporation of America, Intel and Trane Look to Save 10-20% on
Energy Costs
New YorkOctober 7, 2015 GE (NYSE: GE) announced Current, powered by GE, a
first-of-its kind energy company that integrates GEs LED, Solar, Energy
Storage and Electric Vehicle businesses with its industrial strength Predix
platform to identify and deliver the most cost effective, efficient energy
solutions required by customers today and in the future. Maryrose Sylvester,
who as President and CEO at GE Lighting has led the transformation of one of
the companys most iconic businesses, will lead the new enterprise. Current
is backed by GEs balance sheet and financing expertise, and committed to
successfully advancing ecomagination-certified technology solutions, new
business models and Predix solutions for the energy sector.
Current combines GEs products and services in energy efficiency, solar,
storage, and onsite power with our digital and analytical capabilities to
provide customers hospitals, universities, retail stores, and cities
with more profitable energy solutions, said Jeff Immelt, Chairman and CEO
of GE. The creation of a new company within GE reinforces our commitment to
take energy to the next level, focusing on custom outcomes for our
Commercial & Industrial customers, municipalities and utility partners, and
delivering a platform that can be upgraded as technology advancements are
made.
Current will begin with more than $1 billion of revenue and build on GEs
legacy in energy and deep roots in technology. It will bring to market a
holistic energy-as-a-service offering absent from industry today that
includes sensor-enabled hardware, software, fulfillment, product management
and financing solutions. Through Predix, GE will analyze energy consumption
and provide customers with data around patterns and needs along with
recommendations to increase efficiency from reducing power levels, to
generating power on site to creating new revenue streams for customers
through the use of sensors and networked systems in buildings. These
advanced solutions will help customers save an estimated 10-20% on their
energy bills, and help utility partners better manage their distributed
load.
Weve been transforming the power and lighting sector since GEs inception.
Energy is part of our legacy, part of our genetic code. And digital code is
a big part of our future. Once again, we have an opportunity with Current as
a startup to lead another significant change in energy delivery, said GE

Vice Chair Beth Comstock, whose oversight of Business Innovation encompasses
Current and other transformation efforts. Commercial enterprises cant
afford complexity and inefficiency in energy solutions if they are to remain
competitive. They are looking for future proofed solutions. From the
socket to the grid, we understand how the electrons flow and have the unique
position to optimize energy regardless of the scenario or customer.
Several key customers, including Walgreens, Simon Property Group, Hilton
Worldwide, JPMorgan Chase, Hospital Corporation of America (HCA), Intel and
Trane, a brand of Ingersoll Rand, are piloting Currents solutions to
transform their operations, drive energy efficiency and reduce costs.
Walgreens has a history of implementing environmentally sustainable
technologies in our retail footprint, said Matt Harris, Divisional Vice
President of Facilities Asset Management for Walgreens. For more than 25
years, we have worked with GE to bring improved lighting technologies to
stores and most recently installed GEs environmentally-sustainable LED
lighting products in some of our stores. It is important that we continue to
find innovative, sustainable technology and explore ways to leverage
software platforms like GEs Predix to assess our energy needs and increase
efficiency. That is not only smart for our communities and planet but also
makes good business sense.
As part of Simon's continued effort to improve energy efficiency at its
properties, the company is exploring several new energy saving
opportunities, in addition to our use of LEDs, including innovative new
battery storage concepts, said Tim Earnest, Executive Vice President for
Simon Management Group. Pairing these technologies with GEs Predix data
systems and software could lead to powerful, cost effective, efficient
energy solutions. With more than 200 malls, The Mills and Premium Outlets in
North America, Simon's scale lends itself well to testing energy efficiency
programs for potential use across its portfolio.
Current will be headquartered in the greater Boston, Mass. metropolitan
area, with additional presence in the Silicon Valley. It is expected to
create roughly 200 new jobs focused on software, outcomes selling and energy
product management over the next few years. Operations have begun and will
continue to increase in 2016. Learn more at
www.CurrentByGE.com<http://www.currentbyge.com/>.
About GE
GE (NYSE: GE) is the worlds Digital Industrial Company, transforming
industry with software-defined machines and solutions that are connected,
responsive and predictive. GE is organized around a global exchange of
knowledge, the "GE Store," through which each business shares and accesses
the same technology, markets, structure and intellect. Each invention
further fuels innovation and application across our industrial sectors. With
people, services, technology and scale, GE delivers better outcomes for
customers by speaking the language of industry.
www.ge.com<http://www.ge.com/>
About Maryrose Sylvester
Sylvester has been leading GE Lighting, a $3 billion dollar enterprise,
since 2011. Under her direction, GE has transformed the business by
introducing LEDs to meet the needs of world markets and deliver energy
efficient lighting solutions that create intelligent environments. In this
process, she will scale Current from a $1 billion startup to a $5 billion

business by 2020.
Media Contact:
Deia Campanelli
Deia.Campanelli@ge.com<mailto:Deia.Campanelli@ge.com>
773-297-0482<tel:773-297-0482>
From:
To:
Cc:
Subject:
Date:

Sabella, Kristen J (SEA); McMorrow, Paul (EOHED)
Kirk, Carolyn (EOHED); Servetnick, Adrian (EOHED)
RE: Breaking News: GE"s new energy spinoff will create 200 new jobs in Boston
Wednesday, October 07, 2015 1:38:00 PM
No same company, different initiative.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From: Sabella, Kristen J (SEA) [mailto:kristen.j.sabella@massmail.state.ma.us]

Sent: Wednesday, October 07, 2015 1:31 PM
To: Kennealy, Michael (EOHED); McMorrow, Paul (EOHED)
Cc: Kirk, Carolyn (EOHED); Servetnick, Adrian (EOHED)
Subject: FW: Breaking News: GE's new energy spinoff will create 200 new jobs in Boston
Is this project project?
Kristen J. Sabella
P: 617-788-3604
C: 617-352-8437
From: Moss, Brendan (ANF)

To: Lorenz, Peter (EEA) <Peter.Lorenz@MassMail.State.MA.US>; Sabella, Kristen J (EOHED)
<Kristen.J.Sabella@MassMail.State.MA.US>
Subject: FW: Breaking News: GE's new energy spinoff will create 200 new jobs in Boston
icymi
From: Boston Business Journal [mailto:reply@mail-1.bizjournals.com]

To: Moss, Brendan (ANF)
Subject: Breaking News: GE's new energy spinoff will create 200 new jobs in Boston
Connecticut-based GE announced Wednesday that it's spinning out a "first-of-its-kind" energy company that will be headquartered in Greater Boston.
Breaking News October 7, 2015
Sponsored by:
GE's new energy spinoff will create 200 new jobs in Boston
Connecticut-based GE announced Wednesday that it's spinning out a "first-of-its-kind" energy
company that will be headquartered in Greater Boston.
Read the full story
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From:
To:
Subject:
Date:
Kraft, Jonathan
"Ash, Jay (SEA)"
RE: Worcester Regional Research Bureau Annual Meeting this thursday
Friday, October 09, 2015 8:41:35 AM
Jay
Thank you for the input. I think the speech went well and I was able to work virtually all of this
content in to my remarks. The3re is definitely something happening out in Worcester.
Separately, my father had mentioned to me something about a GE deck that you had put together.
Jeff Immelt is going to be with us in a couple of weeks for a game and Robert wanted to see if he
could get a copy so we could get down the curve on the opportunity for the state so we could help
sell when he is here.
Thanks again for the assistance with the below.

Sent: Tuesday, October 06, 2015 7:00 PM
To: Kraft, Jonathan
Subject: RE: Worcester Regional Research Bureau Annual Meeting this thursday
Why we like Worcester:
Big manufacturing base

Toe-hold in life sciences
Competitive land costs
Great colleges and college town
Relatively inexpensive housing
Interesting neighborhoods
Local leadership
Proximity to Boston (within 1 hour is great)
Public transpo service between Boston/Worcester
Regional airport
Culture
Emerging downtown something very special is happening there
Good restaurants
Access to quality health care
Things you are working on with the Baker Administration:
1. Prioritization of regions one size doesnt fit all believe me I know that from fitting out
defensive lineman and kickers! Worcester is the heart MA and the epicenter of Central
MA, and the Baker Administration sees it as the anchor for all the good that can happen in
the region.
2.
3.
4.
Prioritization of cluster Baker supports helping dominant clusters strengthen while looking
for emerging clusters to grow. For Worcester, that means that metal working, medical
devices and paper from the shop floors and education and life sciences (think UMASS Med),
are all primed for strengthening. Emerging areas include digital gaming (at Becker College
there center is call MassDiGi pronounced did-g), photonics and just about everything that
comes out of WPI is ripe for emergence and growth.
Innovation and Entrepreneurship is alive and well in Worcester, and a big priority of the
Administration. (On the surface, it starts with all the colleges and universities (remember
Myra was on the Clark board), but it really began longer ago in the factories.) Worcester can
be not only the geographical center of MA, but the innovation center as well.
Lots of respect for the local leadership including at City Hall, at the Chamber, in the
Research Bureau, among businesses (including Fred Eppinger at Hanover) and among the
colleges. Local leadership coalescing around a shared vision and playing like a great
offensive line can be the difference between sacks and super bowls.
Challenges
1. Workforce, still too many people out of work.

2. Public safety and public healthy the drug epidemic crosses over those two areas.
3. Schools some are #1 (like Worcester Voke where Obama spoke), but all need to be #1.
4. Competition will be overcome by more collaboration to support more vision and ultimately
more combined actions. Ultimately, a more robust economic development game-plan that
is then advanced like a Tom Brady no huddle offense will make Worcester even more
competitive
Hope this helps thanks for checking in on it!
Regards,
Jay

To: 'Kraft, Jonathan'
Got it. I will reply tonight
From: Kraft, Jonathan [mailto:JAK@TheKraftGroup.com]

Sent: Tuesday, October 06, 2015 10:40 AM
Subject: Worcester Regional Research Bureau Annual Meeting this thursday
Jay
I am the Keynote speaker at the Worcester Regional Research Bureau Annual Meeting this Thursday.
I am told there will be 4-500 business people there. I will definitely talk Patriots, but I will also talk
about Worcester and our employee base there and what we find attractive about the business
climate in central Mass. If there is anything the administration is focused on or promoting in
Worcester/Central Mass please let me know and I will incorporate it in to what I say. Would love
carrying the Administrations message to the group. If that makes sense happy to speak with anyone
on your staff who would be appropriate.
_________________________________________________________
NOTICE: This message and any attachments are solely for the intended recipient and may
contain confidential or privileged information. If you are not the intended recipient, you are
hereby notified that any review, dissemination, distribution or duplication of this message and
any attachments is prohibited. If you have received this communication in error, please notify
us by reply email and immediately and permanently delete this message and any attachments.
Email transmission may not be secure and could contain errors. We accept no liability for any
damage caused by any virus transmitted by this email. Please do not send to us by email any
information containing personally identifiable information without appropriate encryption.
Thank you.
__________________________________________________________
_________________________________________________________
Thank you.
__________________________________________________________
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Kraft, Jonathan
RE: Worcester Regional Research Bureau Annual Meeting this thursday
Saturday, October 10, 2015 8:44:14 AM
Will get it out this weekend. Glad to hear Worcester went well.
________________________________________
From: Kraft, Jonathan [JAK@TheKraftGroup.com]
Sent: Friday, October 09, 2015 8:41 AM
Subject: RE: Worcester Regional Research Bureau Annual Meeting this
thursday
Jay
Thank you for the input. I think the speech went well and I was able to
work virtually all of this content in to my remarks. The3re is definitely
something happening out in Worcester.
Separately, my father had mentioned to me something about a GE deck that
you had put together. Jeff Immelt is going to be with us in a couple of
weeks for a game and Robert wanted to see if he could get a copy so we
could get down the curve on the opportunity for the state so we could help
J
To: Kraft, Jonathan
thursday
Local leadership
Regional airport
Culture
Good restaurants
1. Prioritization of regions one size doesnt fit all believe me

I know that from fitting out defensive lineman and kickers! Worcester is
the heart MA and the epicenter of Central MA, and the Baker Administration
sees it as the anchor for all the good that can happen in the region.
2. Prioritization of cluster Baker supports helping dominant
clusters strengthen while looking for emerging clusters to grow. For
Worcester, that means that metal working, medical devices and paper from
the shop floors and education and life sciences (think UMASS Med), are all
primed for strengthening. Emerging areas include digital gaming (at
Becker College there center is call MassDiGi pronounced did-g),
photonics and just about everything that comes out of WPI is ripe for
emergence and growth.
3. Innovation and Entrepreneurship is alive and well in Worcester,
and a big priority of the Administration. (On the surface, it starts with
all the colleges and universities (remember Myra was on the Clark board),
but it really began longer ago in the factories.) Worcester can be not
only the geographical center of MA, but the innovation center as well.
4. Lots of respect for the local leadership including at City
Hall, at the Chamber, in the Research Bureau, among businesses (including
Fred Eppinger at Hanover) and among the colleges. Local leadership
coalescing around a shared vision and playing like a great offensive line
can be the difference between sacks and super bowls.
Challenges

2. Public safety and public healthy the drug epidemic crosses over
those two areas.
3. Schools some are #1 (like Worcester Voke where Obama spoke),
but all need to be #1.
4. Competition will be overcome by more collaboration to support
more vision and ultimately more combined actions. Ultimately, a more
robust economic development game-plan that is then advanced like a Tom
Brady no huddle offense will make Worcester even more competitive
Regards,
Jay
thursday

Jay
I am the Keynote speaker at the Worcester Regional Research Bureau Annual
Meeting this Thursday. I am told there will be 4-500 business people
there. I will definitely talk Patriots, but I will also talk about
Worcester and our employee base there and what we find attractive about
the business climate in central Mass. If there is anything the
administration is focused on or promoting in Worcester/Central Mass please
let me know and I will incorporate it in to what I say. Would love
carrying the Administrations message to the group. If that makes sense
happy to speak with anyone on your staff who would be appropriate.
J
_________________________________________________________
NOTICE: This message and any attachments are solely for the intended
recipient and may contain confidential or privileged information. If you
are not the intended recipient, you are hereby notified that any review,
dissemination, distribution or duplication of this message and any
attachments is prohibited. If you have received this communication in
error, please notify us by reply email and immediately and permanently
delete this message and any attachments. Email transmission may not be
secure and could contain errors. We accept no liability for any damage
caused by any virus transmitted by this email. Please do not send to us by
email any information containing personally identifiable information
without appropriate encryption. Thank you.
__________________________________________________________
_________________________________________________________
NOTICE: This message and any attachments are solely for the intended
recipient and may contain confidential or privileged information. If you
are not the intended recipient, you are hereby notified that any review,
dissemination, distribution or duplication of this message and any
attachments is prohibited. If you have received this communication in
error, please notify us by reply email and immediately and permanently
delete this message and any attachments. Email transmission may not be
secure and could contain errors. We accept no liability for any damage
caused by any virus transmitted by this email. Please do not send to us by
email any information containing personally identifiable information
without appropriate encryption. Thank you.
__________________________________________________________
From:
To:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

Kraft, Jonathan
MA Pitch PowerPoint
MA PPT.pptx
Yes, I did speak with him about it, and it is attached. Ill let Josh know I forwarded it too, as he also
inquired. If it is possible for the Governor to visit with Jeff on game day, hes up for that. Let me
know what you think. Thanks for your help; well have to swear you in as special deputy secretary at
some point!
Cheers,
Jay

Jay

To: Kraft, Jonathan

Local leadership
Regional airport
Culture
Good restaurants
the region.
2. Prioritization of cluster Baker supports helping dominant clusters strengthen while looking
3. Innovation and Entrepreneurship is alive and well in Worcester, and a big priority of the
4. Lots of respect for the local leadership including at City Hall, at the Chamber, in the
Challenges

competitive
Regards,
Jay


Jay
_________________________________________________________
Thank you.
__________________________________________________________
_________________________________________________________
Thank you.
__________________________________________________________
Massachusetts - A great place to:
Work - Record job levels, national and international

leadership in high growth sectors, a culture of innovation &
entrepreneurship, strong anchor industries, a highly
functioning ecosystem, and ample connections to the world.
Live - Prospering communities, #1 in K-12 public education,

top private high schools and universities, world class health
care, and great culture.
Play - Museums, theatres, history, sports, concerts, beaches,

shopping, restaurants, hiking trails, and festivals.
About Massachusetts
General Description Massachusetts is rich with history and culture; and

home to cosmopolitan urban areas, picturesque seaside communities, and
quiet rural hamlets.
Population 6.7m (14th largest), Land Mass: 10,554 sq.m. (7th smallest).
Top Industries Financial Services, Technology, Life Sciences, Advanced

Manufacturing, Fishing, and Tourism.
Median Income $64,859 (5th highest).
Race/Ethnicity 75% Caucasian, 10% Hispanic, 7% Black, 5% Asian.
Five largest cities Boston (636,479), Worcester (182,669), Springfield

(153,552), Lowell (108,522), and Cambridge (106,471).
Major attractions Cape Cod, the Berkshires, Tanglewood, Sturbridge Village,

Minuteman National Park, Plymouth Rock, Basketball Hall of Fame, Gillette
Stadium, and Bostons Faneuil Hall, Freedom Trail, and Fenway Paak.
2
Establish 2 great education institutions and wait 200 years Governor Baker.
Jokes aside, Harvard & MIT, and BC, BU, NU, WPI, Holy Cross, Amherst,
Williams, Brandeis, Clark, Bentley, UMASS and the more-than-140 colleges
and universities have resulted in Massachusetts being a highly educated state.
Education, R&D, and technology transfers have enhanced a culture of
innovation and entrepreneurship.
Strong existing companies, with great leadership and local commitment, have
been bolstered by emerging/high growth sectors, in a big city/small town way.
Technology and Life Sciences have driven Boston and Cambridge to be the
most successful and innovative communities in the world.
Success attracts success - companies and residents, young and old, are
collaborating and competing to fuel ever greater accomplishments.
Business, higher ed., philanthropy, non-profits, residents, and government are
working together to advance individual and common aspirations and
achievements, among them: prosperity, innovation, a great quality of life and
meaningful impacts on people, the country, and the world.
3
Political Environment
4 US presidents and more

contenders.
Democratic state (D 35%, R

11%, U 52%) with a history
of Republican governors.

governor has been elected
to two terms.

Boston mayoral term has
been 12.8 years.
4
Great working relationship

between the big three, and
with the mayor of Boston.
Consensus: extended
honeymoon a result of the
triumph of people over
personalities, and policy
over politics.
Outlook: stable,
cooperative, productive,
and balanced.
About the Governor

Governor Charlie Baker has extensive public
and private sector experience.
Cabinet secretary 1992 1998.
Overhauled the state social service system.
Closed a $1 billion deficit while cutting taxes.
Helped implement sweeping education reform.
CEO of Harvard Pilgrim Health Care 1999 2009.
Transformed a troubled firm in state receivership

into a national leader.
Values the role of the business community and the

private sector in driving the Commonwealth forward.
Supported by Lt. Gov. Karyn Polito, a former five-term

state legislator who leads the administrations
community engagement efforts.
5
Political Stability
Governor Baker is committed to bipartisanship, political

cooperation, and problem-solving.
Assembled a cabinet from across the political spectrum.
Engages in regular, open dialogue with legislative leadership.
Secured a transit agency control board, and significant costcutting concessions, from the Democrat-controlled Legislature.
Results-oriented leadership has yielded a 69/10 statewide
favorable/unfavorable rating.
Governor is focused on Massachusetts I am not and will never
be a candidate for national office.
6
Fiscal Stability
Closed a $1.8 billion FY16 budget deficit without raising taxes or
fees and, for the first time in four years, without drawing down
the states rainy day fund.
The Governors budget ensures state spending will grow slower
than tax collections.
The Governor and legislative leadership are committed to
holding the line on taxes.
Rainy day fund balance currently exceeds $1.1 billion.
Most recent general obligation bond ratings:
Fitch: AA+
Moodys: Aa1
S&P: AA+
7
Executive Office of
Led by Secretary Jay Ash, who managed
Chelsea to record economic and job growth.
Directs housing, community and business
development, job creation, consumer
affairs, banking, insurance, and business
regulation efforts in the Commonwealth.
Administers the Commonwealths economic
incentive programs.
Oversees quasi-public agencies and other
initiatives that support business
development efforts in technology, life
sciences, manufacturing, financial services,
tourism, and defense.
8
Broad Economic Competitiveness Agenda
The Baker-Polito Administration is advancing a multi-facetted

approach to developing regions and communities by:
Creating strong, vibrant, and capable communities.
Promoting a culture of innovation and entrepreneurship.
Enhancing workforce development and talent retention
efforts.
Supporting key sectors and clusters.
Creating a pro-growth regulatory and business environment.
Delivering housing policies that support economic growth.
9

Innovative State
#1 on the Milken Institute State

Technology and Science Index.
#1 in R&D spending as % of GDP

and per capita.
#1 most economically evolved

state, according to the
Information Technology and
Innovation Foundation.
#1 state for overall

competitiveness according to the
Beacon Hill Institute at Suffolk
University.
#1 life sciences cluster, according

to GEN magazine ratings.
#1 in life sciences employment per

capita, and in % of workforce in
science and engineering
occupations.
#1 in federal expenditures for

academic & non-profit R&D level
and growth among leading
#1 in technology transfers.
technology states.
#1 in science & engineering articles
per capita.
#1 in funding from the National
Institute of Health as % of GDP.
10

Innovative State
2nd in venture capital under

management.
2nd in technology patents per

capita.
2nd highest growth in defense

manufacturing and
instrumentation.
2nd in pre-market
biopharmaceutical
notifications.
Greater Boston ranks 2nd in

technology employment
among major US markets.
Massachusetts medical device

industry is 2nd largest in the
US.
4th in new drug approvals.
11
Educated Workforce
Bachelors Degree
Attainment
Massachusetts
10 in top 100.
38.2%
Colorado
35.9%
Maryland
35.7%
Connecticut
35.6%
New Jersey
34.5%
More than 140 colleges and universities,

and the highest concentration of higher
education institutions in the US.
Half of all Nobel Prize winners in the

United States were educated in
Massachusetts.
#1 in bachelors degrees, at 38.2%.
#1 state in advanced degrees, at 16.8% of
the over 25 population, and 19% of
metro-Boston.
40% of workforce in innovation sectors.
12

Weve Done it Before
Governors Vision
Promote an ideal regulatory

climate in Massachusetts.
Ensure that there is a clearly

identified need for
governmental intervention.
Ensure the costs of the

regulation do not exceed
the benefits.
Create an efficient,
coherent, and consistent
regulatory framework.
13
First-ever comprehensive
regulatory review took place
in 1996, led by thenSecretary Baker of A&F.
Nearly 20% of the

regulations were rescinded
outright, and only 27%
remained unchanged.
3 out of every 4 pages of

regulations were amended
or rescinded.

Massachusetts
Highest
Business Tax
Climate Index
Connecticut
New York
New Jersey
27
State-Local Tax
Burden as a
Share of State
Income
10.30%
11.90%
12.60%
12.30%
Personal
income tax rate
5.15%
6.70%
8.82%
8.97%
Business
income tax rate
8%
9%
7.10%
9%
Capital Gains
Tax
5.15%
6.70%
8.80%
9%
Average
combined
state/local sales
tax rate
6.25%
6.35%
8.48%
6.97%
14
Taxation: Stable and Business-Friendly
Current Programs
Personal income tax rate reduction tied to economic growth.

Department of Revenue is accessible and engaged with the taxpayer community.
Favorable combined reporting rules for in-state businesses.
Recent enactment of market-based sourcing of all sales (for purposes of income
apportionment) favors in-state businesses.
Stabilization fund available.
Going Forward
Recent FAS 109 agreement indicates government looking for solutions that work
for business as well.
Reevaluation of the non-income measure and other regulations that may

discourage investment.
DOR investments in technology and people focused on improving customer service

and information access.
Income tax rate is scheduled to drop to 5.1% in January 2016.

15
Incentives & Programs
Economic Development Incentive Program (EDIP)

Since 2010, EDIP has provided tax credits for 251 expansion and growth projects.
These plan to create 17,716 jobs, retain 47,883 jobs, and secure $6.2b in private
investments. EDIP provides for both state and local tax relief.
Research & Development Tax Credit

Massachusetts offers a tax incentive for research and development investment for
both manufacturers and R&D companies.
Workforce Training Fund

The Workforce Training Fund is a state fund financed by Massachusetts employers to
provide applicants with the resources to improve employee skills.
Single Sales Factor

While many states use a three-factor apportionment formula to determine a
manufacturers net income, creating a greater burden for businesses, Massachusetts

only uses a single sales factor apportionment formula.
16
Other Headquarters
26 Fortune 1000 companies in MA, 24 within 40 miles of Boston
Financial
Medical Devices
Sciences
17
IT/ Communications
Other
GE in MA (miles from Boston)
Marlborough (31 miles)
North American HQ for life sciences
Westborough (37 miles)
Life Sciences manufacturing
Lynn (11 miles)
Aerospace manufacturing
Boston
Healthcare IT solutions
Watertown (9 miles)
Water division
Burlington (16 miles)

Transportation
Billerica (21 miles)
World HQ for Oil & Gas measurement control

18
Key Locations
Boston:
New Englands economic engine, with areas like the Seaport

District, the Downtown, Back Bay, and the Financial District.
Quick airport access and robust public transit infrastructure.

Home to Fidelity, Liberty Mutual, Vertex Pharmaceuticals,
Arnold Advertising, LogMeIn, Putnam Investments, Bain Capital,

Wellington Management, & Massachusetts General Hospital.
19
Key Locations
Kendall Square, Cambridge:
The most innovative square mile in the world.

Home to MIT, Google, Microsoft, Amazon, Twitter, Genzyme,
Biogen, Novartis, the Broad Institute, and HubSpot.
Current commercial development pipeline exceeds 5 million
square feet. Strong and development-ready REIT ownership.
MIT announced plans this week to invest $1.2b, and create

nearly 1 million square feet, 740 apartments for a mix of
students and non-students, and increased retail space.
20
North Point, Cambridge:

Emerging mixed-use neighborhood along the Charles River & MBTA Green Line
expansion, minutes from Kendall Square and downtown Boston.

Home to EF Educations headquarters campus. Fully permitted for up to 2 million
square feet of build-to-suit commercial development.
Located near North Station, TD Garden, and the Museum of Science.
Alewife, Cambridge:
Emerging mixed-use
neighborhood with MBTA rail

access, located midway
between Kendall Square and
the Route 128 belt.
Closest to some of Greater
Bostons most desirable
communities.
Strong and developmentready REIT ownership.
21

SouthField
Emerging mixed-use masterplanned community of 1,400 acres,
30 minutes south of Boston.
Direct commuter rail access, and
close highway access.
Currently zoned for 2 million
square feet of commercial space.
Assembly Square, Somerville (above)

Regions fastest growing neighborhood along the Mystic River.
45-acre master-developed project will ultimately encompass 2.8 million square feet of
office, 630,000 square feet of retail, and 1,800 apartments.
Direct MBTA rail and highway access, five minutes from Downtown Boston.
Future home to Partners Healthcares headquarters campus (pictured).
Available commercial space and development-ready pads.
Future home of Partners Health Care administrative offices.
22

Worcester
Home to companies including Hanover Insurance
and Siemens.
Holds UMass Medical School campus, Worcester
Polytechnic Institute and 13 other area colleges.
Less than an hour drive to Boston. MBTA and
regional public transportation access.
Commercial development pads available in the
ongoing downtown transformation.
Springfield
Home to MassMutual, Baystate Health, and the TechSpring
ehealth incubator, as well as 5 colleges.
Future home to MGM Springfield casino and CNR Changchun
railway vehicles assembly center.
Half-hour drive to Hartford, 90-minute drive to Boston.
Affordable development sites.
23

Foxboro
Up to 1 million s.f. campus possible across from
Gillette Stadium (located under the P of Patriot
Place on the aerial to the right.)
Supported by significant retail, hospitality and
entertainment venues.
Proximate commuter rail South Station.
Route 128
Dubbed the Massachusetts Technology
Highway including Waltham (3 Fortune 500
companies), Lexington, Burlington, and adjacent
communities of Bedford, Billerica and Woburn.
Millions of square feet of existing corporate
headquarters and available space.
Less than 20 miles from Logan and host to
regional airports.
Commuter rail service to North Station.
24
Boston Logan - Domestic
Boston Logan serves 73 domestic non-stop destinations, including 60 minute flights to

NYC, and 90 minute flights to Washington, DC.
25
Boston Logan - International
Boston Logan serves 46 international, non-stop destinations,

including the shortest US flights to Europe.
26
Public Transportation
MBTA:
Stations in 90 cities
and towns across 7
counties.
Tied for most rail lines

in the US.
7th highest ridership

per mile in the US.
Governor Baker
sought and received

authority for increased
control which will lead
to substantial
upgrades.
27
Transportation Assets
11 Airports (in green).
5 Heliports within 20 miles

of Boston (in purple).
Amtrak lines to 10 states

and DC.
Boston ranked #3 most

walkable large city.
#4 most bicycle friendly

state.
139 Hubway bicycle share

stations in Boston/
Cambridge.
28
#1 K-8 Education
#1 state in 4th grade math and reading, and #2 in 4th grade

writing scores.
#1 state in 8th grade

math, #1 in 8th
grade reading, and
#3 in 8th grade
writing scores.
Ranked #1 state in
K-12 achievement
by Education Week.
MA 8th graders rank #2 in world in science achievement.

29
Best High Schools
10 public high
schools (in blue) in
the top 1.5% of US.
7 prep schools (in

green) in the top
20 in US.
3 of the top 10
schools for Ivy
League
acceptance.
All within 30 miles

of Boston.
30
Culture
Arts:
Home to the Boston
Boston sports teams have won nine
Symphony Orchestra - one of

the premier American
orchestras.
championships since 2000.
Nations oldest marathon and

worlds largest regatta.
Museums in Boston and
Worcester house works from

ancient Egypt to Gaugain and
Picasso.
Sports:
Worlds largest athletic fundraiser.
Emerging Culture:
Houses 10 breweries & 7
distilleries.
Lawn on D: an interactive
experimental outdoor space.
31
Recreation
1,500+ miles of coastline

including 1 national seashore
Cape Cod beaches consistently rated
among nations best.
Parks:
29 State parks.
78 State forests.
4 wildlife management areas.
1 national park.
32
55 boating clubs.
400 golf courses, including 4
PGA top 100.
Vacation destinations include
the Cape and Islands, the North
Shore, and the Berkshires.
Quality of Life
Forbes ranked
Massachusetts #1 in Quality
of Life in 2014.
Best online job market,

according to Georgetown.
Boston ranked the

healthiest city in the US by
NerdWallet and 9th coolest
city by Forbes.
Fast Company named

Boston one of the top cities
of Tomorrowland for
technology innovation in
the Seaport.
Massachusetts ranked the

safest place to live by
WalletHub.
Health care
2 of the top 6 and hospitals in
the U.S. are in Boston.
Home to the top 5 NIH funded

research hospitals in the US.
17 nationally ranked hospitals

in MA.
33
Closing
Excelling #1 in the economy, education, and more.
Prosperous record job, sector, and investment growth.
Stable in leadership, the economy, and in quality of life.
Happening established and transforming live & play spaces.
Revolutionary no place has a higher functioning ecosystem.
Connected planes, trains, cars, bikes, boats, and feet.
Desirable influx of investment and people say it all.
Good Will bipartisan, no acrimony, and bonding.
Collaborative partnerships and networks abound.
Leadership old and new have track records of success.

34
Testimonials
The Massachusetts economy has become the envy of the nation in large part because of
the collaborative relationship that exists among employers, the Administration and the
Legislature. These groups dont agree on every issue, but share the understanding that a
healthy business climate enables the private sector to create economic opportunities for
the citizens of Massachusetts. Rick Lord, Associated Industries of Massachusetts
No games. No politics. No drama. Just governing, leadership, and getting things done.
JD Chesloff, Massachusetts Business Roundtable
Governor Baker has the experience, talent and proven leadership skills to work
effectively with job creators and the Legislature to expand the states economy.
Christopher Anderson, Massachusetts High Tech Council
Massachusetts is a great place to do business, and one of the primary reasons is the
relationship between state leaders and our business community. We work together on
issues, respond to challenges quickly, and were always looking for ways to promote more
growth and more opportunity. Jim Rooney, Greater Boston Chamber of Commerce
The Baker Administration has been all about moving Massachusetts forward governing
in a bipartisan manner, being receptive to business and removing impediments to
growth, improving government and fixing our infrastructure. Eileen McAnneny,
35
From:
To:
Subject:
Date:
Kraft, Jonathan
"Ash, Jay (SEA)"
RE: MA Pitch PowerPoint
Thanks Jay
Have gotten this to Robert. We will get smart and do our best at selling the
commonwealth. Jeff is an exceptional guy and we have a great relationship with him. In
particular he and Robert are very close and have spent a fair amount of time talking to
each other about sensitive issues over the years. We will talk about the Governor coming
by and I will get back to you. We would just want to be careful as Jeff is coming up to see
his favorite (legitimately) football team as he does every year and dont in anyway want to
make him feel like it is a visit with another agenda.
Most importantly please know i would always be honored to be your deputy in anything.
You are awesome.
Thanks again for this

Sent: Monday, October 12, 2015 12:37 PM
To: Kraft, Jonathan
Subject: MA Pitch PowerPoint
some point!
Cheers,
Jay

Jay

To: Kraft, Jonathan

Local leadership
Regional airport
Culture
Good restaurants
the region.
2. Prioritization of cluster Baker supports helping dominant clusters strengthen while looking
3. Innovation and Entrepreneurship is alive and well in Worcester, and a big priority of the
4.
Challenges

competitive
Regards,
Jay


Jay
_________________________________________________________
Thank you.
__________________________________________________________
_________________________________________________________
Thank you.
__________________________________________________________
_________________________________________________________
Thank you.
__________________________________________________________
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Kraft, Jonathan
RE: MA Pitch PowerPoint
Thanks so much. Perfectly understandable about Jeffs time. I can have the Governor find another
time to see him.
What a team!

Subject: RE: MA Pitch PowerPoint
Thanks Jay
Have gotten this to Robert. We will get smart and do our best at selling the
commonwealth. Jeff is an exceptional guy and we have a great relationship with him. In
particular he and Robert are very close and have spent a fair amount of time talking to
each other about sensitive issues over the years. We will talk about the Governor coming
by and I will get back to you. We would just want to be careful as Jeff is coming up to see
his favorite (legitimately) football team as he does every year and dont in anyway want to
make him feel like it is a visit with another agenda.
Most importantly please know i would always be honored to be your deputy in anything.
You are awesome.
Thanks again for this

To: Kraft, Jonathan
Subject: MA Pitch PowerPoint
some point!
Cheers,
Jay

Jay

To: Kraft, Jonathan

Local leadership
Regional airport
Culture
Good restaurants
the region.
2.
3.
4.
Prioritization of cluster Baker supports helping dominant clusters strengthen while looking
Innovation and Entrepreneurship is alive and well in Worcester, and a big priority of the
Challenges

competitive
Regards,
Jay


Jay
_________________________________________________________
Thank you.
__________________________________________________________
_________________________________________________________
Thank you.
__________________________________________________________
_________________________________________________________
Thank you.
__________________________________________________________
From:
To:
Subject:
Date:
Attachments:
Dan O"Connell
Jay Ash
Fwd: Voice Mail
image83acb9.png@14d1424f.png
See below, Robert Kraft is also talking to

Immelt.
Sent from my iPhone
From: "Fish, John" <jfish@suffolk.com>
Date: October 14, 2015 at 5:31:02 PM GMT+2
To: Dan O'Connell <doconnell@masscompetes.org>
Subject: RE: Voice Mail
Dan,
Thank you for your note! I had a great meeting with Peter Foss last evening, GE
is definitely interested in Boston. It's one of four other cities and he believes that
the Commonwealth has put on a great presentation for General Electric. He
encouraged me to reach out to Jeff Immelt and follow up. Jeff has earnings this
week so I will reach out to him this week in the hopes of touching base next
week, will keep you abreast.
I hope you're enjoying your vacation!
Warm Regards,
John
John Fish
Chairman & CEO
Suffolk Construction Company
D | +16175174210
www.suffolk.com
Please consider the environment before printing this email
-----Original Message----From: Dan O'Connell [mailto:doconnell@masscompetes.org]

To: Fish, John
Subject: Voice Mail
John,
I am traveling with very limited Phone service but some internet. If you have
time, please send an email regarding your conversation with Peter. Thanks,
Dan
Sent from my iPhone
Disclaimer
The information contained in this communication from the sender is confidential. It is intended
solely for use by the recipient and others authorized to receive it. If you are not the recipient,
you are hereby notified that any disclosure, copying, distribution or taking action in relation of
the contents of this information is strictly prohibited and may be unlawful.
This email has been scanned for viruses and malware, and may have been automatically
archived by Mimecast Ltd, an innovator in Software as a Service (SaaS) for business.
Providing a safer and more useful place for your human generated data. Specializing in;
Security, archiving and compliance. To find out more Click Here.
From:
To:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

Dan O"Connell
RE: Voice Mail
image001.png
Awesome very much appreciated!
From: Dan O'Connell [mailto:doconnell@masscompetes.org]

Subject: Fwd: Voice Mail
See below, Robert Kraft is also talking to

Immelt.
Sent from my iPhone
From: "Fish, John" <jfish@suffolk.com>
Date: October 14, 2015 at 5:31:02 PM GMT+2
To: Dan O'Connell <doconnell@masscompetes.org>
Subject: RE: Voice Mail
Dan,
Thank you for your note! I had a great meeting with Peter Foss last evening, GE
is definitely interested in Boston. It's one of four other cities and he believes that
the Commonwealth has put on a great presentation for General Electric. He
encouraged me to reach out to Jeff Immelt and follow up. Jeff has earnings this
week so I will reach out to him this week in the hopes of touching base next
week, will keep you abreast.
I hope you're enjoying your vacation!
Warm Regards,
John
continuing to...
John Fish
Chairman CEO
D | +16175174210
www.suffolk.com
Please consider the environment before printing this email
-----Original Message----From: Dan O'Connell [mailto:doconnell@masscompetes.org]

To: Fish, John
Subject: Voice Mail
John,
I am traveling with very limited Phone service but some internet. If you have
time, please send an email regarding your conversation with Peter. Thanks,
Dan
Sent from my iPhone
Disclaimer
The information contained in this communication from the sender is confidential. It is intended
solely for use by the recipient and others authorized to receive it. If you are not the recipient,
you are hereby notified that any disclosure, copying, distribution or taking action in relation of
the contents of this information is strictly prohibited and may be unlawful.
This email has been scanned for viruses and malware, and may have been automatically
archived by Mimecast Ltd, an innovator in Software as a Service (SaaS) for business.
Providing a safer and more useful place for your human generated data. Specializing in;
Security, archiving and compliance. To find out more Click Here.
From:
To:
Subject:
Date:
Attachments:
Pham, Nam (EOHED)

Ash, Jay (EOHED); Kennealy, Michael (EOHED)
FW: GE Aviation (Lynn) Celebrates Milestone---20,000th Helcopter Engine Delivery!
Friday, October 16, 2015 11:43:18 AM
E-vite.pdf
Hi Jay,
I just want to flag this to you, considering Project Plum. I will send the request to you formally later
today. Thanks
Best regards,
Nam Pham
Assistant Secretary for Business Development
&
International Trade
Boston, MA 0211
Nam.pham@state.ma.us
617.973.8540 (O)
617.352.8435 (C)
www.mass.gov/mobd
From: Mcgaugh, James (GE Corporate) [mailto:james.mcgaugh@ge.com]

Subject: GE Aviation (Lynn) Celebrates Milestone---20,000th Helcopter Engine Delivery!
Nam---on November 5th GE Aviation in Lynn is holding a celebration event to mark a significant
milestone: The 20,000th delivery of its T700/CT7 helicopter engines. This is a momentous
achievement for the men and women of the Lynn Aviation facility.
I am asking that you forward the attached invitation to Governor Baker and Secretary Ash for their
consideration. We would be honored if the Governor and Secretary could join us for the event.
GEs facility leadership and employees will be joined by senior executives from GE Aviations HQ in
Ohio as well as distinguished guests representing some of our valued customers including Boeing
and Sikorsky. As you know, like Governor Baker many of the GE employees working in Lynn are
North Shore residents, so the Governors involvement would be particularly poignant and
appreciated.
Thank you for sharing this invitation with Governor Baker and Secretary Ash. Best regards, Jim
James McGaugh
Cell (617) 285-2297
GE Aviation cordially
invites you to a Celebration
commemorating the Delivery of the
20,000th T700/CT7 engine
When:
Thursday, November 5th
Time:
1:30 p.m. 3:30 p.m.
Where:
Building 96 Auditorium
GE Aviation, 1000 Western Avenue, Lynn, MA
Attendees: Military dignitaries, Airframe customers,

GE Leaders & Employees
RSVP/Info via voting buttons or email Lois Creamer @
lois.l.creamer@ge.com
Reply by October 23
Customers Determine Our Success
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Ward, Aimee (EOHED)
RE: GE HQ
We are in discussions with GE about a host of issues, but cant disclosed the specifics and the
wheres. From what I know about the national search that GE has undertaken for its headquarters,
though, Pittsfield wouldnt seem to fit the profile they are seeking for a major urban center. We will
certainly pass along the concept to them, but, if I was Pittsfield, I wouldnt be banking everything on
GE HQ being the solution to the SABIC void.
From: Ward, Aimee (EOHED)

Subject: Fwd: GE HQ
This is from Downing's chief of staff. How would you like for me to respond?
Aimee
Sent from Aimee's iPhone
617-356-3037
From: "Steiner, Bethann (SEN)" <bethann.steiner@masenate.gov>
Date: October 27, 2015 at 10:57:48 AM EDT
To: "Ward, Aimee (EOHED)" <aimee.ward@MassMail.State.MA.US>
Subject: GE HQ
Aimee,
Do you know whether MOBD or EOHED or any other economic agency has
reached out to GE to suggest they consider SABIC's building in Pittsfield as their
new headquarters? This is an email we received from a constituent suggesting
such a move -- and I am curious if any contact with GE has already been made by
the Administration?
http://www.courant.com/politics/capitol-watch/hc-fasano-seeks-special-sessionas-ge-will-decide-hq-this-year-20150910-story.html
Thanks,
Bethann
___________________________________
Bethann S. Steiner, Chief of Staff
Office of Senator Ben Downing
State House, Room 413-F, Boston, MA 02133
(617) 722-1625 | SenatorDowning.com
-----Original Message----From: Lmoresi@aol.com [mailto:Lmoresi@aol.com]

To: bdowning@bendowning.org; Downing, Benjamin (SEN)
Subject: Ben Downing Contact Form
Name: Lorraine Moresi
Email: Lmoresi@aol.com
Phone: 413-443-5723
Message: GE Corporate is looking to move their headquarters out of Connecticut
according to CT newspapers. Have any of our legislators contacted them about
the state of the art SABIC bldg?
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Tax Talk Contact
Monday, November 02, 2015 1:47:00 PM
Heres the contact info on Mike. Thanks for the discussion yesterday and the willingness to explore
more!
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
Jay Ash, Secretary

Executive Office of
(v) 617-788-3626
jay.ash@state.ma.us
From:
To:
Subject:
Date:

Ash, Jay (SEA)
RE: Tax Talk Contact
Thanks Jay. Ill pass Mikes contact information to Bob Burgner, our senior tax counsel who will lead
the effort for us. Am also talking to the Current folks today, so hope to have more for you on that
front as well.

Sent: Monday, November 02, 2015 1:48 PM
Subject: Tax Talk Contact
more!
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
Jay Ash, Secretary

Executive Office of
(v) 617-788-3626
jay.ash@state.ma.us
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Klee, Ann (GE, Corporate); Ash, Jay (EOHED)
RE: Tax Talk Contact
Tuesday, November 03, 2015 6:34:47 AM
Ok. Spoke w Gov and John Barros. All good!

Date: 11/02/2015 2:43 PM (GMT-05:00)
Subject: RE: Tax Talk Contact
Thanks Jay. Ill pass Mikes contact information to Bob Burgner, our senior tax counsel who will lead
the effort for us. Am also talking to the Current folks today, so hope to have more for you on that
front as well.

Subject: Tax Talk Contact
more!
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
Jay Ash, Secretary

Executive Office of
(v) 617-788-3626
jay.ash@state.ma.us
From:
To:
Cc:
Subject:
Date:

Buckley, Timothy (GOV); Ash, Jay (EOHED); Conroy, Jim (GOV); Povich, Lon (GOV); Beaton, Matthew (EEA);
Kadish, Steven (GOV); Lepore, Kristen (ANF); Goldberger, Ben (GOV)
Saia, Susan (EOHED); Martinos, Diane (ANF); Smyth, Maryanne (GOV); Zarrella, Lily (GOV); Cahill, Alexandra
(EEA)
Call re GE
Tuesday, November 03, 2015 5:26:42 PM
Please let me know if you are available for a call with the Governor and Lt. Governor on Friday 11/6
at 4:30pm regarding GE.
Thank you,
Brianna
Brianna Wehrs
Boston, MA 02133
617-725-4048
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
Project Project/Plum
Wednesday, November 04, 2015 3:22:07 PM
Jay, should I follow up with there re: tax incentives?
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
RE: Project Project/Plum
Monday, November 09, 2015 10:10:00 AM
Ran into McGaugh he had some thoughts here too. We should discuss.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Sent: Wednesday, November 04, 2015 3:22 PM
To: Ash, Jay (EOHED) <jay.ash@MassMail.State.MA.US>
Subject: Project Project/Plum
Jay, should I follow up with there re: tax incentives?
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
To:
Subject:
Date:
"Eisenstadt, Amy (GE, Corporate)"

Accepted: Project Plum
Thursday, November 12, 2015 9:16:00 AM
From:
To:
Subject:
Date:
Attachments:
Dan O"Connell
Jay Ash
Fwd: Attached
Friday, November 13, 2015 9:08:17 AM
ATT00002.htm
OConnell 11-12-15.pdf
Jay,
The attachment will be compelling to GE.
Dan
Sent from my iPhone
From: "Glynn, Tom" <TGlynn@massport.com>
Date: November 13, 2015 at 8:37:55 AM EST
To: "'Daniel O'Connell (doconnellwv@gmail.com)'" <doconnellwv@gmail.com>
Subject: Attached
As we discussed.
Thomas P. Glynn | Chief Executive Officer

Massachusetts Port Authority
One Harborside Drive | Suite 200S
East Boston, MA | 02128
(617.568.1003 office | (617-568-1022 fax
*tglynn@massport.com
:www.massport.com
Follow Boston Logan on twitter and find us on facebook!
Please consider the environment before printing this e-mail
From:
To:
Cc:
Subject:
Date:

Ash, Jay (EOHED); Povich, Lon (GOV); Conroy, Jim (GOV); Lepore, Kristen (ANF); Kadish, Steven (GOV)
Saia, Susan (EOHED); Martinos, Diane (ANF); Zazzera, Kathryn (GOV); Zarrella, Lily (GOV)
Call re GE
Please let me know if you might be available for a phone call re GE at either 4:30pm or 6:00pm
today.
Thank you,
Brianna
Brianna Wehrs
Boston, MA 02133
617-725-4048
From:
To:
Cc:
Subject:
Date:
Saia, Susan (EOHED)

Ash, Jay (EOHED)
RE: Call re GE
Either time works as the Secretary will be with the Governor.
From: Wehrs, Brianna (GOV)

Sent: Friday, November 13, 2015 9:23 AM
To: Ash, Jay (EOHED); Povich, Lon (GOV); Conroy, Jim (GOV); Lepore, Kristen (ANF); Kadish, Steven
(GOV)
Cc: Saia, Susan (EOHED); Martinos, Diane (ANF); Zazzera, Kathryn (GOV); Zarrella, Lily (GOV)
Subject: Call re GE
today.
Thank you,
Brianna
Brianna Wehrs
Boston, MA 02133
617-725-4048
From:
To:
Cc:
Subject:
Date:

Ash, Jay (EOHED); Povich, Lon (GOV); Conroy, Jim (GOV); Lepore, Kristen (ANF); Kadish, Steven (GOV)
Saia, Susan (EOHED); Martinos, Diane (ANF); Zazzera, Kathryn (GOV); Zarrella, Lily (GOV)
RE: Call re GE
I just sent a calendar invite for 6:00pm today. The Governor will be in the office at that time, but I
have also provided a call in number.
From: Wehrs, Brianna (GOV)

Sent: Friday, November 13, 2015 9:23 AM
To: Ash, Jay (EOHED); Povich, Lon (GOV); Conroy, Jim (GOV); Lepore, Kristen (ANF); Kadish, Steven
(GOV)
Cc: Saia, Susan (EOHED); Martinos, Diane (ANF); Zazzera, Kathryn (GOV); Zarrella, Lily (GOV)
Subject: Call re GE
today.
Thank you,
Brianna
Brianna Wehrs
Boston, MA 02133
617-725-4048
From:
To:
Subject:
Date:

john.barros@boston.gov
Call
Friday, November 13, 2015 3:09:00 PM
John,
Want to talk ahead of our call with Project Plum on Monday? Im good before 9:30am and after
11:30am before the 1pm call.
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:

John Barros
RE: Call
Sunday, November 15, 2015 8:37:50 AM
Great, will call you later today.
From: John Barros [john.barros@boston.gov]

Sent: Friday, November 13, 2015 4:29 PM
Subject: Re: Call
Mike,
Do you have time to talk before Monday? I can talk now or during the weekend. My personal cell is 617-308-3234.
Best,
John
On Fri, Nov 13, 2015 at 3:09 PM, Kennealy, Michael (SEA) <michael.kennealy@state.ma.us> wrote:
John,
Want to talk ahead of our call with Project Plum on Monday? Im good before 9:30am and after 11:30am before the 1pm call.
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
-John Barros
6th Floor, Room 603
t: 617-635-5729
From:
To:
Subject:
Date:
John Regan
Ash, Jay (EOHED); Lepore, Kristen (ANF)
FW: FYI on GE
From: Chris Geehern

Sent: Monday, November 16, 2015 10:14 AM
To: John Regan <jregan@aimnet.org>
Subject: FYI on GE
http://www.bizjournals.com/atlanta/morning_call/2015/11/sources-ge-will-not-move-headquartersto-atlanta.html?ana=e_vert_st_20151116
From:
To:
Cc:
Subject:
Date:
John Barros
Ash, Jay (SEA); Kennealy, Michael (SEA)
Lauren Jones; Crystal Torman
Project Plum Checklist and Proposed timeline
Wednesday, November 18, 2015 8:45:42 AM
Plum To Do List
Action Item
Lead
Deadline
Status
Provide details of city proposed sites

(Pier 4, Landmark, North Station, V1)
BRA (Jonathan Greeley)
Nov. 18
Requested
Provide details of state proposed sites

(D2 and D3, P26,)
EOHED
(Secretary Ash; Assistant Secretary Kinnealy)
Nov. 18
Review and prepare tax incentive

proposals for each site
Boston Assessing (Commissioner Rakow)
Nov. 19
Requested
Develop proposal layout with designer
BRA, OED (Crystal)
Nov. 17
Done
Paragraph for guidance on the De

Minimis Tax Rule
Commissioner Rakow + legal review
Nov. 19
Create City/State Task Force (Purpose:

Project Coordination including
Local/State Permitting Ombudsman)
EOHED + OED (Secretary Ash; Chief Barros)
Nov. 18
Temporary Space for 50 executives
BRA + OED
Nov. 20
Concierge Support
OED (Crystal, Lauren)
Nov. 19
Potential Homeownership Support
DND (OED)
Nov. 18
Ferry Support to Airport
EOHED (MassPort)
Nov. 18
Helipad Review for Sites
OED (Crystal)
Nov. 18
Hanger
(2 helicopters, 6 airplanes)
EOHED (MassPort)
Nov. 18
Draft Joint Letter for Mayor and Gov
OED (Lauren); Mayors Office + EOHED to approve
Nov. 19
Transportation Infrastructure
Improvements (Seaport)
EOHED to provide state language on commitment
Nov. 18
Approve proposal layout
Secretary Ash; Chief Barros
Nov. 18
-John Barros
6th Floor, Room 603
t: 617-635-5729
Requested
Requested
From:
To:
Subject:
Date:

John Barros
RE: Project Plum Checklist and Proposed timeline
John, can we talk this afternoon?
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Sent: Wednesday, November 18, 2015 8:46 AM
To: Ash, Jay (EOHED) <jay.ash@MassMail.State.MA.US>; Kennealy, Michael (EOHED) <Michael.kennealy@MassMail.State.MA.US>
Cc: Lauren Jones <lauren.jones@boston.gov>; Crystal Torman <crystal.torman@boston.gov>
Subject: Project Plum Checklist and Proposed timeline
Plum To Do List
Action Item
Lead
Deadline
Status

Nov. 18
Requested

(D2 and D3, P26,)
EOHED
(Secretary Ash; Assistant
Secretary Kinnealy)
Nov. 18
Review and prepare tax incentive proposals for each site
Boston Assessing (Commissioner

Rakow)
Nov. 19
Requested
BRA, OED (Crystal)
Nov. 17
Done
Paragraph for guidance on the De Minimis Tax Rule
Commissioner Rakow + legal

review
Nov. 19
Create City/State Task Force (Purpose: Project Coordination including

Nov. 18
BRA + OED
Nov. 20
Concierge Support
Nov. 19
DND (OED)
Nov. 18
EOHED (MassPort)
Nov. 18
OED (Crystal)
Nov. 18
Hanger
EOHED (MassPort)
Nov. 18
OED (Lauren); Mayors Office +

EOHED to approve
Nov. 19
Transportation Infrastructure Improvements (Seaport)
EOHED to provide state language

on commitment
Nov. 18
Nov. 18
-John Barros
6th Floor, Room 603
Requested
EOHED + OED (Secretary Ash;

Chief Barros)
Requested

t: 617-635-5729
From:
To:
Subject:
Date:

John Barros
RE: Project Plum Checklist and Proposed timeline
Will call you at 4pm, thanks.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Sent: Wednesday, November 18, 2015 2:06 PM
To: Kennealy, Michael (EOHED) <Michael.kennealy@MassMail.State.MA.US>
Subject: Re: Project Plum Checklist and Proposed timeline
Michael,
I can talk at 2:30pm or 4pm?
Sent from my iPhone
On Nov 18, 2015, at 12:20 PM, Kennealy, Michael (SEA) <michael.kennealy@state.ma.us> wrote:
John, can we talk this afternoon?
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Sent: Wednesday, November 18, 2015 8:46 AM
To: Ash, Jay (EOHED) <jay.ash@MassMail.State.MA.US>; Kennealy, Michael (EOHED) <Michael.kennealy@MassMail.State.MA.US>
Cc: Lauren Jones <lauren.jones@boston.gov>; Crystal Torman <crystal.torman@boston.gov>
Subject: Project Plum Checklist and Proposed timeline
Plum To Do List
Action Item
Lead
Deadline
Status

Nov. 18
Requested

(D2 and D3, P26,)
EOHED
(Secretary Ash; Assistant
Secretary Kinnealy)
Nov. 18
Review and prepare tax incentive proposals for each site
Boston Assessing (Commissioner

Rakow)
Nov. 19
Requested
BRA, OED (Crystal)
Nov. 17
Done
Paragraph for guidance on the De Minimis Tax Rule
Commissioner Rakow + legal

review
Nov. 19
Create City/State Task Force (Purpose: Project Coordination including

Nov. 18
EOHED + OED (Secretary Ash;
Chief Barros)
BRA + OED
Nov. 20
Concierge Support
Nov. 19
Requested
DND (OED)
Nov. 18
EOHED (MassPort)
Nov. 18
OED (Crystal)
Nov. 18
Hanger
EOHED (MassPort)
Nov. 18
OED (Lauren); Mayors Office +

EOHED to approve
Nov. 19
Transportation Infrastructure Improvements (Seaport)
EOHED to provide state language

on commitment
Nov. 18
Nov. 18
-John Barros
6th Floor, Room 603
t: 617-635-5729
Requested
From:
To:
Subject:
Date:
Attachments:

John Barros
Wage numbers
GE jobs.xlsx
See attached might be helpful.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
GE JOBS ANALYSIS
Assumptions
Income tax rate
Years
Payroll
5.10%
5
Salary
Low
High
Low
High
HQ
400,000
200
200
80,000,000
80,000,000
High tech
200,000
100
200
20,000,000
40,000,000
IT infrastructure
120,000
100
200
12,000,000
24,000,000
400
600
112,000,000
144,000,000
5,712,000
28,560,000
71,400
7,344,000
36,720,000
61,200
Total
Annual taxes
Total taxes
Per job
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

Povich, Lon (GOV)
Kadish, Steven (GOV)
RE: ??
Thursday, November 19, 2015 4:21:00 PM
Actually proposal is still be worked upon.
From: Povich, Lon (GOV)

Sent: Thursday, November 19, 2015 4:19 PM
Cc: Kadish, Steven (GOV)
Subject: ??
Hi, is there a GE draft proposal yet? Thanks!
Lon F. Povich
Governors Chief Legal Counsel
Boston, MA 02133
(617) 725-4082
From:
To:
Subject:
Date:

John Barros
RE: Draft Incentive Letter for Project Plum
Thursday, November 19, 2015 6:15:13 PM
Hi John, tried to reach you a little while ago - you can get me on my cell phone 617-634-4762.

Sent: Thursday, November 19, 2015 4:44 PM
Cc: Lauren Jones; Kennealy, Michael (EOHED)
Subject: Draft Incentive Letter for Project Plum
Sec. Ash,
Attached, find the draft letter and incentive description for your review and approval. Upon getting your edits and final approval we will
format and place it on letterhead for the Governor and Mayor's signatures tomorrow morning.
Thanks.
-John Barros
6th Floor, Room 603
t: 617-635-5729
From:
To:
Subject:
Date:
John Barros
Ash, Jay (SEA); Kennealy, Michael (SEA)
Project Plum Call
Good morning,
Any chance of getting on an 11am call with Ron Rakow and Dave Sweeney?
-John Barros
6th Floor, Room 603
t: 617-635-5729
From:
To:
Bcc:
Subject:
Date:
Ash, Jay (EOHED)

John Barros; Ash, Jay (EOHED); Kennealy, Michael (EOHED)
RE: Project Plum Call
Am tied up between 11 and 130, and 3-4. Available any other time.
-------- Original message -------From: John Barros <john.barros@boston.gov>

Date: 11/20/2015 9:42 AM (GMT-05:00)
To: "Ash, Jay (EOHED)" <jay.ash@MassMail.State.MA.US>, "Kennealy, Michael
Subject: Project Plum Call
Good morning,
-John Barros
6th Floor, Room 603
t: 617-635-5729
From:
To:
Cc:
Subject:
Date:

John Barros
Ash, Jay (EOHED)
Re: Project Plum Call
Works for me
Mike Kennealy
On Nov 20, 2015, at 9:42 AM, John Barros <john.barros@boston.gov> wrote:
Good morning,
-John Barros
6th Floor, Room 603
t: 617-635-5729
From:
To:
Cc:
Subject:
Date:

Ash, Jay (EOHED)
John Barros
John how about 1030?

Mike Kennealy
On Nov 20, 2015, at 9:52 AM, Ash, Jay (EOHED) <jay.ash@MassMail.State.MA.US> wrote:
Am tied up between 11 and 130, and 3-4. Available any other time.

Date: 11/20/2015 9:42 AM (GMT-05:00)
To: "Ash, Jay (EOHED)" <jay.ash@MassMail.State.MA.US>, "Kennealy,
Michael (EOHED)" <Michael.kennealy@MassMail.State.MA.US>
Good morning,
-John Barros
6th Floor, Room 603
t: 617-635-5729
From:
To:
Subject:
Date:
John Barros
I'm on
Mike Kennealy
Dave will move his meeting so we can now do 10:30AM
On Fri, Nov 20, 2015 at 10:02 AM, Kennealy, Michael (EOHED)
<Michael.kennealy@massmail.state.ma.us> wrote:
John how about 1030?
Mike Kennealy
On Nov 20, 2015, at 9:52 AM, Ash, Jay (EOHED)
<jay.ash@MassMail.State.MA.US> wrote:
Am tied up between 11 and 130, and 3-4. Available any other
time.

Date: 11/20/2015 9:42 AM (GMT-05:00)
To: "Ash, Jay (EOHED)" <jay.ash@MassMail.State.MA.US>,
"Kennealy, Michael (EOHED)"
Good morning,
Any chance of getting on an 11am call with Ron Rakow and Dave
Sweeney?
-John Barros
6th Floor, Room 603
t: 617-635-5729
-John Barros
6th Floor, Room 603
t: 617-635-5729
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
Article
Jay,
Article I mentioned earlier:
http://www.courant.com/business/dan-haar/hc-haar-ge-tax-favor-from-malloy-20151117column.html
Mike
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Cc:
Subject:
Date:

John Barros
Ash, Jay (EOHED)
RE: Project Plum Call
Should talk again asap then.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Cc: Ash, Jay (EOHED) <jay.ash@MassMail.State.MA.US>
Subject: Re: Project Plum Call
As for the when the package needs to be delivered

They have asked that we deliver our package no later that Sunday.
There is a meeting of Exec on Monday in NY to review all proposed incentives.
On Fri, Nov 20, 2015 at 9:58 AM, Kennealy, Michael (EOHED)

<Michael.kennealy@massmail.state.ma.us> wrote:
Works for me
Mike Kennealy
Good morning,
-John Barros
6th Floor, Room 603
t: 617-635-5729
-John Barros
6th Floor, Room 603
t: 617-635-5729
From:
To:
Subject:
Date:
Attachments:

Inc
Alnylam jobs3.xlsx
GE jobs.xlsx
Siemens analysis.xlsx
Siemens jobs.xlsx
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
ALNYLAM JOBS ANALYSIS

Salary assumptions
Non-manufacturing
Manufacturing
140,000
90,000
Headcount
Non-manufacturing
Increase
2015
250
2016
360
110
2017
694
334
2018
967
273
2019
1,339
372
2020
1,329
(10)
2021
1,573
244
Manufacturing HC
Increase
100
110
10
121
11
133
12
146
13
161
15
177
16
77
Manufacturing plant
Increase
10
10
75
65
150
75
175
25
220
45
220
-
220
Total
Increase
350
480
130
890
410
1,250
360
1,660
410
1,710
50
1,970
260
1,620
Salary
140,000
110,000
90,000
340,000
Payroll
185,220,000
8,470,000
19,800,000
213,490,000
Incentive/job
15,000
15,000
15,000
15,000
Incentive
19,845,000
1,155,000
3,300,000
24,300,000
Taxes paid/job
35,700
28,050
22,950
86,700
Payroll
Income tax rate
Number of years
5.10%
5
Non-manufacturing
Manufacturing HC
Manufacturing plant
Total/average
# jobs
1,323
77
220
1,620
Annual incentive
Non-manufacturing
Manufacturing
Total
2015
2016
1,650,000
150,000
1,800,000
2017
5,010,000
975,000
5,985,000
2018
4,095,000
1,125,000
5,220,000
2019
5,580,000
375,000
5,955,000
2020
(150,000)
675,000
525,000
2021
3,660,000
3,660,000
Increase
1,323
ROI
2.38x
1.87x
1.53x
5.78x
Total
19,845,000
3,300,000
23,145,000
81.7%
GE ANALYSIS
Payroll
HQ
Salary
400,000
Low
200
High
200
Low
80,000,000
High
80,000,000
High tech
200,000
100
200
20,000,000
40,000,000
IT infrastructure
120,000
100
200
12,000,000
24,000,000
400
600
112,000,000
280,000
144,000,000
240,000
5.10%
5,712,000
20
114,240,000
50.0%
57,120,000
142,800
5.10%
7,344,000
20
146,880,000
50.0%
73,440,000
122,400
Total
Average salary
Tax rate
Annual taxes
Years
Total taxes
Offset
State incentive
Per job
Real estate
Building size
Property tax/sf
Annual taxes
Years
Total taxes
Offset
State incentive
Total package
Other calcs
Assessment/sf
Assessment
Years
Total taxes
Per job
Low
150,000
12.00 $
1,800,000
20
36,000,000
50.0%
18,000,000
High
200,000
12.00
2,400,000
20
48,000,000
50.0%
24,000,000
57,120,000
73,440,000
400.00
60,000,000
400.00
80,000,000
5
28,560,000
71,400
5
36,720,000
61,200
Income tax/property tax
3.17x
4.08x
Square ft/employee
375
333
Comps
Jobs
Wage
Payroll
Incentive
Payroll/incent
AMZN
750
30,000
22,500,000
3,250,000
6.92x
Siemens
700
78,000
54,600,000
17,000,000
3.21x
GE Low
400
280,000
112,000,000
57,120,000
1.96x
GE High
600
240,000
144,000,000
73,440,000
1.96x
Tax rate
Annual taxes
Years
Total taxes
Incentive/taxes
5.10%
1,147,500
20
22,950,000
14.2%
5.10%
2,784,600
20
55,692,000
30.5%
5.10%
5,712,000
20
114,240,000
50.0%
5.10%
7,344,000
20
146,880,000
50.0%
Tools
Section 108
Public inf improvements borne by development
I-Cubed
MassWorks
EDIP
SIEMENS COST ANALYSIS
Proposed State incentives

MLSC/job
# Jobs
MLSC ($MM)
Workforce Training
MassWorks
Total
% increase
Comparison
Construction cost
Less: state incentives
Net construction cost
Revised
15,000
691
7.1
10.4
1.0
11.4
16.9
1.0
2.5
20.4
79.8%
Walpole Target
Walpole Revised
338.0
(11.4)
326.6
Competing site
312.0
(11.0)
301.0
Incremental property tax

Less: local abatement
Net new property tax
Total cost
% difference, Walpole vs. competing site
Total state and local incentives
Initial
15,000
470
16.4
(9.4)
7.0
308.0
323.4
5.0%
Final
24,500
691
Incremental $
6.6
2.5
9.1
Less: 95 cost
(3.8)
(3.8)
MLSC Final vs. Initial
2.4x
Plus: new State

(9.1)
(9.1)
Walpole Final Walpole Final vs. Target ($000)

334.2
(20.4)
313.8
34.0
(25.0)
9.0
34.0
(25.0)
9.0
335.6
9.0%
322.8
4.8%
36.4
45.4
(630)
SIEMENS JOBS ANALYSIS

Total jobs
Payroll
Construction cost
Less: state incentive
Net construction cost
Incremental property tax
Less: abatement
Net new property tax
Total cost
% difference
691
% total
28%
57%
15%
100%
# jobs
193
394
104
691
Salary
41,500
79,000
141,000
77,800
Income tax rate

Annual income tax paid
Number of years
Total income tax paid
5.10%
3,968
5
19,839
Incentive per job

ROI
24,500
0.81x
Payroll
8,029,420
31,115,730
14,614,650
53,759,800
Less: 95 cost Plus: add. State

(3.8)
(8.8)
Years
Taxes/yr
Total taxes
20
2,741,750
54,834,996
Incentive
Incentive/taxes
16,929,500
30.9%
Competing site
312.0
(11.0)
301.0
Walpole
338.0
(11.4)
326.7
New Walpole
334.2
(20.1)
314.1
16.4
(9.4)
7.0
34.0
(25.0)
9.0
34.0
(25.0)
9.0
308.0
335.7
9.0%
323.1
4.9%
State
MLSC/job
Jobs
MLSC $
WTF
Massworks
I3
Total
Initial
15.0
690
New
24.5
690
Incremental $
10.4
1.0
11.4
16.9
1.0
2.5
20.4
6.6
2.2
8.8
From:
To:
Cc:
Subject:
Date:
Attachments:
Lauren Jones
jay.ash@massmail.state.ma.us
michael.kennealy; John Barros
Joint Draft Incentives Letter for Project Plum
Draft Project Plum Letter.docx
Secretary Ash,
Attached is the draft joint incentives letter for your review and additions. Upon finalizing the
letter with your additions, we will need an electronic copy of the Governor's signature.
Understanding we plan to send this over the weekend, are you or Mike able to provide an
electronic signature for the Governor? Please confirm.
The final version of the letter will replace Project Plum with the company's name.
Thank you,
Lauren
-Lauren E. Jones
Deputy Director of Business Strategy
One City Hall Square, Room 603
lauren.jones@boston.gov
T: 617-635-3416
Governor Charles D. Baker

Massachusetts
Mayor Martin J. Walsh

City of Boston
DATE
Dear Mr. ____________________,
The Commonwealth of Massachusetts and the City of Boston are pleased to present a
joint proposal to welcome Project Plum to Boston. We strongly believe that Boston,
Massachusetts offers the thriving, healthy, and innovative ecosystem that Project Plum
is seeking in order to grow and succeed.
Boston is the hub of an expansive transportation infrastructure, including an
international airport within city limits. Our universities, hospitals, and research centers
are global engines of talent and innovation. And Massachusetts offers an unparalleled
quality of life for your current and prospective employees, featuring a vibrant cultural
scene, a sparkling waterfront, and access to all of New Englands natural and historic
amenities.
In addition to these advantages, we offer Project Plum a uniquely forward-thinking
partnership of public and private leaders. The enclosed booklet details the attractive
locations and incentives that you need to move your headquarters to Boston and grow
great jobs here.
Tax Incentives
Our proposal offers both state and local incentives, including the states
Infrastructure Investment Incentive (I-Cubed) program, as well as local property
tax relief.
o Under this proposal, the state can provide up to $50 million in I-Cubed
support at the 400 job level. The amount of I-Cubed support that would
benefit Project Plum is site specific and dependent on a development
projects infrastructure requirements. I-Cubed support can be
complemented by local property tax incentives.
o Similar to I-Cubed, the exact amount of property tax incentives is

dependent on the site selected. Given the employment levels and the sites
under consideration, the City anticipates property tax incentives will range
between $8 and $15 million (see the attached detailed summary of
incentives for details).
Transportation & Infrastructure Incentives
The City, in partnership with the its State and Federal government partners,
anticipates spending an estimated $75 million to $100 million over the next 5
years to plan, design, and replace the Northern Avenue bridge, which has been
closed for nearly two decades, and will significantly improve transportation in the
Seaport.
There is the potential for Project Plum to partner and benefit from a $1.28 million
grant with a 20% match through the Federal Highway Administration Ferry Boat
Program Discretionary Grant. The grant would expand the vessel fleet by
purchasing two inner harbor ferries to further link the Downtown, East Boston,
Charlestown and South Boston Waterfront Districts, as well as Logan
International Airport for easier access for Project Plum and other beneficiaries.
In collaboration with Massport, we are also prepared to immediately provide

hanger at Hanscom Air Force Base to accommodate six airplanes for Project
Plum to fly to and from Logan International Airport, with the possibility for space
to become available at the airport.
Initial review also confirms helipad accessibility for all sites highlighted in the
enclosed booklet.
Sites highlighted in the enclosed booklet will offer Project Plum signage on
properties.
Additional Incentives
Project Plums Concierge Relocation Services will be offered for your employees
including but not limited to (see enclosed booklet for full details):
The Boston Home Center will work with Project Plum through the Boston Live
Near You Work Initiative to create a homebuying match loan program for Project
Plum employees, building off of the existing BHC loan program.
We will partner with Bostons City Hall To Go truck to visit Project Plum every day
for a week upon opening, and quarterly during Project Plums first year in Boston
to offer a range of on-site services from the Commonwealth of Massachusetts
and City of Boston such as applying for a state license and automobile
registration.
We are committed to supporting Project Plums relocation and expansion plans.
Specifically, we will establish a Joint State-City Task Force to provide a single point of
access to government services that support every step in the development and
relocation process. Project Plums Concierge Relocation Services will also support your
employees as they transition to their new Massachusetts home.
We want to thank you for the opportunity to present this exciting proposal. We look
forward to working closely with you to support Project Plums innovation, growth, and
success in Boston.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
From:
To:
Subject:
Date:
Attachments:

FW: Joint Draft Incentives Letter for Project Plum
Draft Project Plum Letter.docx
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From: Lauren Jones [mailto:lauren.jones@boston.gov]

To: Ash, Jay (EOHED) <jay.ash@MassMail.State.MA.US>
Cc: Kennealy, Michael (EOHED) <Michael.kennealy@MassMail.State.MA.US>; John Barros
<john.barros@boston.gov>
Subject: Joint Draft Incentives Letter for Project Plum
Secretary Ash,
Attached is the draft joint incentives letter for your review and additions. Upon finalizing the
letter with your additions, we will need an electronic copy of the Governor's signature.
Understanding we plan to send this over the weekend, are you or Mike able to provide an
Thank you,
Lauren
-Lauren E. Jones
T: 617-635-3416

Massachusetts

City of Boston
DATE
Dear Mr. ____________________,
The Commonwealth of Massachusetts and the City of Boston are pleased to present a
joint proposal to welcome Project Plum to Boston. We strongly believe that Boston,
Massachusetts offers the thriving, healthy, and innovative ecosystem that Project Plum
is seeking in order to grow and succeed.
Boston is the hub of an expansive transportation infrastructure, including an
international airport within city limits. Our universities, hospitals, and research centers
are global engines of talent and innovation. And Massachusetts offers an unparalleled
quality of life for your current and prospective employees, featuring a vibrant cultural
scene, a sparkling waterfront, and access to all of New Englands natural and historic
amenities.
In addition to these advantages, we offer Project Plum a uniquely forward-thinking
partnership of public and private leaders. The enclosed booklet details the attractive
locations and incentives that you need to move your headquarters to Boston and grow
great jobs here.
Tax Incentives
Our proposal offers both state and local incentives, including the states
Infrastructure Investment Incentive (I-Cubed) program, as well as local property
tax relief.
o Under this proposal, the state can provide up to $50 million in I-Cubed
support at the 400 job level. The amount of I-Cubed support that would
benefit Project Plum is site specific and dependent on a development
projects infrastructure requirements. I-Cubed support can be
complemented by local property tax incentives.
o Similar to I-Cubed, the exact amount of property tax incentives is

dependent on the site selected. Given the employment levels and the sites
under consideration, the City anticipates property tax incentives will range
between $8 and $15 million (see the attached detailed summary of
incentives for details).
Transportation & Infrastructure Incentives
The City, in partnership with the its State and Federal government partners,
anticipates spending an estimated $75 million to $100 million over the next 5
years to plan, design, and replace the Northern Avenue bridge, which has been
closed for nearly two decades, and will significantly improve transportation in the
Seaport.
In collaboration with Massport, we are also prepared to immediately provide

hanger at Hanscom Air Force Base to accommodate six airplanes for Project
to become available at the airport.
Initial review also confirms helipad accessibility for all sites highlighted in the
enclosed booklet.
Sites highlighted in the enclosed booklet will offer Project Plum signage on
properties.
Additional Incentives
Project Plums Concierge Relocation Services will be offered for your employees
including but not limited to (see enclosed booklet for full details):
Plum employees, building off of the existing BHC loan program.
We will partner with Bostons City Hall To Go truck to visit Project Plum every day
for a week upon opening, and quarterly during Project Plums first year in Boston
to offer a range of on-site services from the Commonwealth of Massachusetts
and City of Boston such as applying for a state license and automobile
registration.
We are committed to supporting Project Plums relocation and expansion plans.
Specifically, we will establish a Joint State-City Task Force to provide a single point of
access to government services that support every step in the development and
relocation process. Project Plums Concierge Relocation Services will also support your
employees as they transition to their new Massachusetts home.
We want to thank you for the opportunity to present this exciting proposal. We look
success in Boston.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
From:
To:
Cc:
Subject:
Date:

Lauren Jones; Ash, Jay (EOHED)
John Barros
RE: Joint Draft Incentives Letter for Project Plum
Saturday, November 21, 2015 8:51:54 AM
Jay, John, Lauren, a few comments and suggestions on the letter:
- Should we say more in the opening paragraphs about the City and State? The language there
is great, but since we are presenting not just the incentives but our overall value proposition I
wonder if we should say more. I can work on language if we think this is a good idea, thought
it might be good for you to add language about the Seaport in particular history, recent
developments, incredibly vibrant place, nightlife, etc.
- Re: the State incentives Jay, how about something like this:
"The Commonwealth will provideup to $50 million in incentives and other economic benefits
through one of, or a combination of, the following:
- I-Cubed financing for necessary public infrastructure improvements for the site ultimately
selected.
- The Economic Development Incentive Program (EDIP), which provides tax credits for job
creation.
- Contribution of State-owned land for development
- [other?]
The actual level and type of incentives and benefits will depend on the number of jobs created
and the site selected. The Commonwealth will endeavor to ensure that any and all of these
initiatives will directly benefit GE economically."
This should include the language on what I-Cubed is.
- For the City incentives, can we see the detailed summary? And should we provide detail on
how you arrive at the $8 15 MM? And on that point, and I know youve discussed with Jay,
is $15 MM an absolute cap regardless of building size? If they do end up at 200K square feet,
at $12/sf, a 50% TIF over 15 years would be $18 MM. Similarly, at the low end of what they
have discussed at 140K sf, a 15 year 50% TIF would be $12.6 MM. So, anyway, this is your call
obviously, but Im wondering if we can tighten the range and be able to raise it for larger
developments. I think it would be good, in any case, to not show a single digit number ($8
MM).
- Re: Transportation & Infrastructure Incentives Im not sure incentives is the right word
for this. Also, can we say more in the first paragraph about potential transportation
improvements, or at least a commitment to study possible improvements with GE? Also, I

found the language on the match confusing matched by whom?
- Similarly, Im not sure incentives if the right word for the next section programs?
- Re: housing, here is some language you can include for home purchases outside of Boston:
For home purchases outside of Boston, your employees can work with MassHousing.
MassHousing is one of the premier housing finance agencies (HFA) in the country; in fact, no
other state-based HFA sells more loans on the secondary market to FannieMae than
MassHousing. MassHousing has a network of more than 170 lenders originating mortgages
for it, as well as its own mortgage insurance business. All loans will be serviced in
Massachusetts by a dedicated staff which will insure customized service for any loans made
through the MassHousing network. Other commitments to this proposal include:
- Counseling for employees who might be buying outside of the City (with no
duplication of effort as Boston is an approved counseling agent for MassHousing),
including briefing/training for employees at their offices about the types of mortgage
programs that MassHousing has available. This will include collateral loan materials
personalized for the company and its employees.
- MassHousing will select a small number of its top lending partners willing to designate
specific loan officers to work with the involved employees, ensuring personalized,
high touch" attention to all loans.
- MassHousing will provide financing with as little as 3% down (a 97% LTV product) for
all eligible homebuying employees of the company and for all eligible loans. Rates will
be made at our lowest possible cost of funds.
- A 20% reduction in the cost of private mortgage insurance for any company employee
who puts less than 20% down on their home,
- Customized mortgage products that will best leverage any benefits already provided
by the company. This product would act to maximize an employees borrowing power
through either downpayment/closing cost assistance, lender paid MI, or otherwise
leveraging employer programs to the greatest benefit for each employee.
A couple of other items:

- Did we get an answer to the question on de minimus rule?
- Jay, I think we need to fill in other State task force members; I wasnt sure who to
include (John, can you resend?)

Im reachable at any time today or tomorrow todiscuss. Also would be great to review the
final packageof all items. Looking forward to getting this over the finish line.
Mike
From: Lauren Jones [lauren.jones@boston.gov]

Cc: Kennealy, Michael (EOHED); John Barros
Secretary Ash,
Attached is the draft joint incentives letter for your review and additions. Upon finalizing the letter with your additions, we will need an
electronic copy of the Governor's signature. Understanding we plan to send this over the weekend, are you or Mike able to provide an
Thank you,
Lauren
-Lauren E. Jones
T: 617-635-3416
From:
To:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

RE: Can you do a 4 pm call
Saturday, November 21, 2015 1:34:56 PM
Project Plum Commitment.docx
take a look - estimated $81m benefit from our $50m investment, and that is
without calculating a favorable land lease for the air rights.
________________________________________
Sent: Saturday, November 21, 2015 11:45 AM
Subject: Can you do a 4 pm call
With Koh, Barros, Sweeney??
Sent from my iPhone
Seaport Public Garage

State/City (Boston) proposed to spend a minimum of $50m on the construction of an 800-1,000 space
public garage in the Seaport District. The resulting benefit of the project creates an estimated $111m +
favorable air rights lease savings as estimated below:
1. Eliminating the need for the Project to pay for parking construction, annual operating and
maintenance, major capital, and taxes on a parking facility. (Estimated financial impact: 300
spaces x $40,000 construction per space = $12m, Financing savings on a 15 year, $10m loan at
5% interest = $5m, O&M 300 spaces x $1,000 annually x 20 years = $6m, Major capital = $10m,
Taxes on $10m of value at $30 per 1,000 of value over 20 years = $6m. Total benefit of $39m)
2. Paying for the foundation work necessary to support an office building upon it. (10% = $6m)
3. Eliminated or greatly reducing the parking cost of the Projects employees, while providing a
tremendous amenity to the Projects employees. (300 spaces x $20 a day savings x 250 work
days x 20 years = $30m)
4. Eliminated or greatly reducing the parking cost of and providing a tremendous convenience to
visitors. (50 visitors daily x $25 a day in savings x 250 work days x 20 years = $6m)
5. A favorable air-rights deal on a 99 year lease, assuming either a public land or a cost assumed by
the parking garage (????).
State Infrastructure Improvements
MA DOT will work collaboratively with the City to identify Seaport infrastructure improvements in the
general district to facility the flow of travel to and from the selected site. Up to $25m will be committed
over and above the projects currently being contemplated by the City.
Employee Training Assistance
The State will commit the maximum award of $1m for employee training assistance.
Airport Assistance
The State will collaborate with Massport on making low cost on-airport resources available for the
corporate fleet at Hanscom and/or Logan Aiport.
Employee Concierge Services
The State will collaborate with the City to coordinate concierge efforts on matters like RMV and voter
registration efforts.
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
Re: Can you do a 4 pm call
Interesting!
I have some questions, but like the frame.
Concierge for permitting, too?!
Sent from my iPhone
A
> On Nov 21, 2015, at 1:37 PM, Ash, Jay (EOHED)
>
> take a look - estimated $81m benefit from our $50m investment, and that
is without calculating a favorable land lease for the air rights.
> ________________________________________
> From: Kadish, Steven (GOV)
> Sent: Saturday, November 21, 2015 11:45 AM
> Subject: Can you do a 4 pm call
>
> With Koh, Barros, Sweeney??
>
> <Project Plum Commitment.docx>
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Sure.
-------- Original message -------From: "Kadish, Steven (GOV)" <steven.kadish@MassMail.State.MA.US>

Date: 11/21/2015 2:46 PM (GMT-05:00)
Subject: Re: Can you do a 4 pm call
Interesting!
Sent from my iPhone
A
> On Nov 21, 2015, at 1:37 PM, Ash, Jay (EOHED) <jay.ash@MassMail.State.MA.US> wrote:
>
> take a look - estimated $81m benefit from our $50m investment, and that is without calculating a favorable land
lease for the air rights.
> ________________________________________
>
>
From:
To:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

John Barros
Fwd: Can you do a 4 pm call

Date: 11/21/2015 1:34 PM (GMT-05:00)
To: "Kadish, Steven (GOV)" <steven.kadish@MassMail.State.MA.US>
Subject: RE: Can you do a 4 pm call
take a look - estimated $81m benefit from our $50m investment, and that is without calculating a favorable land
lease for the air rights.
________________________________________
Sent from my iPhone

Airport Assistance
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
Nice job!
Sent from my iPhone
On Nov 21, 2015, at 3:46 PM, Ash, Jay (EOHED) <jay.ash@MassMail.State.MA.US> wrote:
Sure.

Date: 11/21/2015 2:46 PM (GMT-05:00)
Interesting!
Sent from my iPhone
A
>
> take a look - estimated $81m benefit from our $50m investment, and that is without calculating a
favorable land lease for the air rights.
> ________________________________________
>
>
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
Could we discuss some of the assumptions?

Sent from my iPhone
Sure.

Date: 11/21/2015 2:46 PM (GMT-05:00)
Interesting!
Sent from my iPhone
A
>
> ________________________________________
>
>
From:
To:
Subject:
Date:
John Barros
Ash, Jay (SEA)
Thanks. I have a call into the BRA, but ultimately believe I will be running it by a couple of
developers that have done large projects in the seaport without giving too much info
Sent from my iPhone
On Nov 21, 2015, at 4:25 PM, Ash, Jay (SEA) <jay.ash@state.ma.us> wrote:

Date: 11/21/2015 1:34 PM (GMT-05:00)
take a look - estimated $81m benefit from our $50m investment, and that is without calculating a
________________________________________
Sent from my iPhone
<Project Plum Commitment.docx>
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Kadish, Steven (GOV); Ash, Jay (EOHED)
Call anytime

Date: 11/21/2015 5:06 PM (GMT-05:00)
Could we discuss some of the assumptions?
Sent from my iPhone
Sure.

Date: 11/21/2015 2:46 PM (GMT-05:00)
Interesting!
Sent from my iPhone
A
>
> ________________________________________

>
>
From:
To:
Subject:
Date:
Attachments:
jay.ash@state.ma.us
Michael Kennealy
Fwd: Can you do a 4 pm call
Fyi

Airport Assistance
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

You two

Date: 11/21/2015 5:05 PM (GMT-05:00)
Nice job!
Sent from my iPhone
Sure.

Date: 11/21/2015 2:46 PM (GMT-05:00)
Interesting!
Sent from my iPhone
A
>
> ________________________________________

>
>
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Ash, Jay (EOHED); Kadish, Steven (GOV)
Too

Date: 11/21/2015 5:38 PM (GMT-05:00)
To: "Kadish, Steven (GOV)" <steven.kadish@MassMail.State.MA.US>, "Ash, Jay
(EOHED)" <jay.ash@MassMail.State.MA.US>
You two

Date: 11/21/2015 5:05 PM (GMT-05:00)
Nice job!
Sent from my iPhone
Sure.

Date: 11/21/2015 2:46 PM (GMT-05:00)
Interesting!
Sent from my iPhone
A
>
> ________________________________________
>
>
From:
To:
Cc:
Bcc:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

John Barros
steve.kadish@state.ma.us
mike.kennealy@state.ma.us
Yikes
Draft Project Plum Letter - Jay redraft.docx
I hope I don't spook you with a re-write. I took a stab at including the
spirit of our discussions. Take a look and see what you want to do with
this. I've included Steve for his review too. Feel free to share
accordingly.
Regards,
Jay
PS Is it really Sunday morning!

Massachusetts

City of Boston
DATE
Dear Mr. ____________________,

Imagination at Work
For the worlds leader in innovation comes this creative proposal from entities that have
been revolutionary too. In fact, this joint proposal by the Commonwealth of
Massachusetts and the City of Boston envision a partnership that is beyond parallel; a
proposal that is transformative in so many ways for the benefit of each of the parties
involved. It draws upon the time-tested strengths of each of us, but it also presents
dynamic opportunities for meaningful impact. This proposal respects the culture and
values of the participants, and yet is bold enough to redefine the time-tested tradition of
the public-private partnership in a way that is sure to elevate Project Plum to a new
model for acclaim.
As a result of our great partnership, we, the governor of the Commonwealth of
Massachusetts and the mayor of the City of Boston, are extremely pleased to detail a
unique, $250 million, joint proposal to welcome Project Plum to puts its imagination to
work here with us in Boston. We strongly believe that our capital city is the hub of a
knowledge-based ecosystem that will allow Project Plum to contribute to and benefit
from the innovation and transformation across multiple sectors that has made Boston
the thriving and vibrant metropolis it is today. As international leaders in our respective
fields, and with the people and ideas that have positioned us to be leaders well into the
future, the synergy to be achieved through our promising collaboration should fuel our
individual and collective growth and impact for decades to come.
Boston is connected in so many ways. Our expansive transportation infrastructure,
including train service along the northeast corridor and an international airport within our
city limits, continues to connect record numbers and commerce. Our universities,
hospitals, and research centers are global engines that are connecting talent and
innovation. Those connections are allowing for business to boom and accomplishments
to be as game changing as they are plentiful. Connecting live, work and play is evident
in burgeoning neighborhoods, higher levels of economic activity and all that comes with
the great quality of life found in Boston, Greater Boston and all of New England. Our
culture and history connect the past to the present and pave the way for the future. We
are proud to have been at the start of the greatest revolution the world has known, and
yet we draw on that experience to connect with those who can envision even greater
breakthroughs. It is the connection of our heritage, our culture, our people and our
institutions to seek out new ideas and fight to see them succeed. As we succeed, it is
the dream of something even grander that connects the accomplishments of today with
the possibilities of tomorrow.
During our time with your team, we have learned from each other and have charted a
course where the spectacular is achievable: Project Plum becoming the centerpiece of
an already thriving innovation district in one of the worlds leading cities. With access to
the great minds that the countrys most educated population has to offer, Project Plum
will surely realize much. While that is exciting, the further realization that Project Plum
will push those great minds to achieve even more is where the potential for great
innovation and its concurrent commercialization becomes truly transformational.
The enclosed booklet details the attractive locations and direct and ancillary benefits we
can offer Project Plum. As is the best of thinking that goes into the hard work of then
proving and ultimately delivering upon an exciting new development, there is much that
is addressed and even more to consider. As you review this and, hopefully, engage us
further in understanding the needs and desires of Project Plum and how we can satisfy
those needs, we do believe this first, formal response to your pending relocation
decision is respectful of that which you have long stood for and continue to value. We
expect that our continuing dialogue will lead to an outcome that represents a fantastic
value proposition for all of us..
Innovation
The process of innovation starts with the statement of a goal. In the case of Project
Plum, the goal is to provide the right combination of options and incentives that
achieve the desired result, while respecting the core values of those who are so
engaged.
Goal: Identify development opportunities and the direct and indirect supports that
elevate a particular option to the most desirable for a 140,000 s.f. building, with an
upper possibility of 200,000 s.f. for 400 staff members, which may change from 300 to
800.).
As we have all brainstormed, what we have learned is that Bostons Seaport District
provides the connection to commerce, innovation, talent, institutions, transportation and
quality of life that Project Plum seeks. What we have also learned is that the right
combination of supports, both direct and not so direct, will complement those
connectors and propel Project Plum to a desired decision point.
The Innovation Block
A next step in the process of innovation is idea generation. As Project Plum has not
settled on a particular site yet, idea generation is most appropriate at this point. The
attached offers potential locations for the Project Plum home (including options outside
of the target area as a means of further consideration and comparison), which allow for
the evaluation of options typically found in the process of innovation. To support a
selected location, we envision providing an imaginative combination of direct and
ancillary benefits to create what we are dubbing The Innovation Block.
Garage
The Innovation Block falls under the category of idea generation. It is a development
that provides a home for Project Plum, and could result in the co-location of addition
features that amplify and ignite the innovation that Project Plum brings. The
centerpiece of the partnership support for the Innovation Block will be a $50m, public
parking garage, upon which Project Plum and other potential additions, all upon your
approval, will reduce the overall project cost and provide tremendous convenience and
affordability for your workforce and visitors. The following could be a possible scenario
on many, if not all, of the potential sites being offered for consideration to Project Plum.
The garage, to be constructed in full coordination and perhaps by Project Plums
contractor, will be funded through a state, I-Cubed grant. The $50m contribution
represents the maximum allowable I-Cubed award. As you will see from the below, the
award and construction contributes to a substantial public benefit, the creation of
additional public parking in the Seaport District. In doing so, it also provides the
following benefits to Project Plum:
It relieves Project Plum from the responsibility of the cost of constructing its
own parking facility (estimated savings of $12m);
It spares Project Plum the cost of interest associated with paying the debt on
the permanent financing (estimated savings of $5m)
It allows Project Plum to avoid paying property taxes, operating & maintenance
and future capital improvements to satisfy its parking needs (estimated
savings of (estimated savings of $22m)
It creates an opportunity for Project Plum to offer a great amenity by providing
employees with substantial reduced parking cost (estimated savings of $30m)
It provides Project Plum the opportunity to allow visitors to conveniently park at
no charge (estimated savings of $6m)
It allows for the public financing of the foundation work necessary to support a
high rise office building (estimated savings of $6m).
In total, the $50m state I-Cubed grant provides Project Plum with $81m of benefits. The
garage could provide 300 dedicated spaces (or more if necessary) to Project Plum, and
another 500-700 spaces for public parking. The market rate charges for the public
parking would likely support all the carrying costs for the future operation of the garage,
which would be a public facility likely managed by a private entity. The garage could
have at its base a ground floor for innovation, Project Plums as well as other
innovations and entrepreneurs generated from the citys vast array of people and places
that are creating and filling innovation centers. As a critical public project, fully
constructed with public dollars and maintained with operating revenues, the public
benefit created allows for and justifies the private benefit Project Plum would receive.
Air-rights
The garage serves as the building foundation, and then air-rights allow for the
construction of further improvements. It is possible that the garage generates income
necessary to write down the cost of those air-rights. It is also possible, and fully
dependent on compatibility with and approval of Project Plum, that the garage has floors
of additional office or hospitality upon it as well. The additional office, not initially
occupied by Project Plum, would allow for future expansion. The possibility of a hotel
could enhance Project Plums convenience as an amenity. Both would impact the
bottom line as another income generator. Whether with or without a hotel, the air-rights
savings would be influenced by the size of the garage and its ability to reduce the cost
of what would likely be a long-term lease. That lease, depending upon Project Plums
siting decision, might be on private or public land, which would also influence the cost to
Project Plum. (Estimated savings of $30m).
Taxation
The city is offering its greatest reduction in both amount and duration of tax relief, per
the attached detail summary (estimated savings of $8m-$15m). The savings does not
include tax responsibility which would be deferred by the creation of the public parking
option, nor does it cover the potential of additional office or hospitality as part of the
project. Should Project Plum expand to include either or both of those options,
additional tax relief could be negotiated.
$126m+
In summary, the above represents a first, best look at what the financial impacts of state
and local supports could provide to Project Plum. That $126m will be refined up or
down as the specifics of the site and, more importantly, the desires of Project Plum help
determine actually benefits. The report above, which reflects several steps in the
process of innovation, does not include additional benefits the state and city are offering
to contribute to support Project Plum. Those now follow.
Infrastructure and Transportation
In the process of innovation, consider is given to the potential impacts of the project to
be undertaken. Recognizing that 300 or more Project Plum cars and 500 or more
general public vehicles have the potential of further congesting already challenged
roadways and commutes, the state and city are combining to offer as much as
another $125m in currently not planned for public improvements. Those improvements,
while benefitting the entire district, will be tailored to directly improve the commute in
and out of Project Plum employees.
A significant commitment of the City, in partnership with State and Federal government,
will be to undertake the replacing of the Northern Avenue Bridge. Closed for nearly two
decades, the bridge will require as much as $100m in planning, design and construction
funding. Additionally, the State will coordinate with the City and Project Plum to
undertake $25m in local street improvements and/or public transportation
enhancements.
$251m+
Beyond the $251m described above, additional transportation and others supports, both
having monetarily and not, are envisioned for the project, including:
It has been confirmed that a helipad could be incorporated into those sites
highlighted in the attached.
In collaboration with Massport, we are prepared to immediately provide hanger
space at Hanscom Air Force Base to accommodate six airplanes for Project
to become available at Logan as well. Massport is open to a negotiation about
these and other possibilities.
Plum employees, building off of the existing BHC loan program. For those
desiring an option outside of Boston proper, the State will work with
MassHousing to explore replicating the Boston model.
We will partner with the Citys City Hall To Go truck to visit Project Plum every
day for a week upon opening, and quarterly during Project Plums first year in
Boston to offer a range of on-site services from the state and city, such as
applying for a state license and automobile registration. The State will offer
dedicated times at various registry locations as well for Project Plum staff and
family to be expedited through the registry process. These and other services
will be coordinated by a concierge service to be established jointly by the state
and city to support your employees as they transition to their new Massachusetts
home.
A permitting ombudsman will be identified for all state and city construction
related permitting. That commitment will support Project Plums relocation and
expansion plans. Specifically, we will establish a Joint State-City Task Force to
provide a single point of access to government services that support every step
in the development and relocation process.
The State will provide $1m in employee training funds, the maximum award
allowed per company.
We want to thank you for the opportunity to present our excitement for Project Plum and
The Innovation Block, as well as the outstanding interaction your team has had with
ours. The opportunity is the first such of our administrations, and, to our knowledge, the
most substantial package of supports offered around a single business development in
decades, if not ever. We look forward to working closely with you to support Project
Plums innovation, growth, and success in Boston, as are others in the business,
academic, development and governmental arenas. We are prepared to meet jointly or
separately to explore this proposal in more depth and breadth, as we continue our
mutual efforts of supporting what you have dubbed but what we too are projecting:
imagination at work.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
From:
To:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

steven.kadish@state.ma.us
FW: Yikes
________________________________________
Sent: Sunday, November 22, 2015 1:23 AM
To: John Barros
Cc: steve.kadish@state.ma.us
Subject: Yikes
I hope I don't spook you with a re-write. I took a stab at including the
spirit of our discussions. Take a look and see what you want to do with
this. I've included Steve for his review too. Feel free to share
accordingly.
Regards,
Jay
PS Is it really Sunday morning!

Massachusetts

City of Boston
DATE
Dear Mr. ____________________,

Imagination at Work
model for acclaim.
Innovation
engaged.
800.).
Garage
Air-rights
Taxation
$126m+
enhancements.
$251m+
home.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
From:
To:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

How's this?
________________________________________
To: Lauren Jones; Ash, Jay (EOHED)
Cc: John Barros
Subject: RE: Joint Draft Incentives Letter for Project Plum
- Should we say more in the opening paragraphs about the City and State?
The language there is great, but since we are presenting not just the
incentives but our overall value proposition I wonder if we should say
more. I can work on language if we think this is a good idea, thought it
might be good for you to add language about the Seaport in particular
history, recent developments, incredibly vibrant place, nightlife, etc.
"The Commonwealth will provide up to $50 million in incentives and other
economic benefits through one of, or a combination of, the following:
- I-Cubed financing for necessary public infrastructure improvements for
the site ultimately selected.
- The Economic Development Incentive Program (EDIP), which provides tax
credits for job creation.
- [other?]
The actual level and type of incentives and benefits will depend on the
number of jobs created and the site selected. The Commonwealth will
endeavor to ensure that any and all of these initiatives will directly
benefit GE economically."
- For the City incentives, can we see the detailed summary? And should we
provide detail on how you arrive at the $8 15 MM? And on that point,
and I know youve discussed with Jay, is $15 MM an absolute cap regardless
of building size? If they do end up at 200K square feet, at $12/sf, a 50%
TIF over 15 years would be $18 MM. Similarly, at the low end of what they
have discussed at 140K sf, a 15 year 50% TIF would be $12.6 MM. So,
anyway, this is your call obviously, but Im wondering if we can tighten
the range and be able to raise it for larger developments. I think it
would be good, in any case, to not show a single digit number ($8 MM).
- Re: Transportation & Infrastructure Incentives Im not sure
incentives is the right word for this. Also, can we say more in the
first paragraph about potential transportation improvements, or at least a
commitment to study possible improvements with GE? Also, I found the

language on the match confusing matched by whom?
- Similarly, Im not sure incentives if the right word for the next
section programs?
- Re: housing, here is some language you can include for home purchases
outside of Boston:
For home purchases outside of Boston, your employees can work with
MassHousing. MassHousing is one of the premier housing finance agencies
(HFA) in the country; in fact, no other state-based HFA sells more loans
on the secondary market to FannieMae than MassHousing. MassHousing has a
network of more than 170 lenders originating mortgages for it, as well as
its own mortgage insurance business. All loans will be serviced in
Massachusetts by a dedicated staff which will insure customized service
for any loans made through the MassHousing network. Other commitments to
this proposal include:
- Counseling for employees who might be buying outside of the City
(with no duplication of effort as Boston is an approved counseling agent
for MassHousing), including briefing/training for employees at their
offices about the types of mortgage programs that MassHousing has
available. This will include collateral loan materials personalized for
the company and its employees.
- MassHousing will select a small number of its top lending partners
willing to designate specific loan officers to work with the involved
employees, ensuring personalized, high touch" attention to all loans.
- MassHousing will provide financing with as little as 3% down (a
97% LTV product) for all eligible homebuying employees of the company and
for all eligible loans. Rates will be made at our lowest possible cost of
funds.
- A 20% reduction in the cost of private mortgage insurance for any
company employee who puts less than 20% down on their home,
- Customized mortgage products that will best leverage any benefits
already provided by the company. This product would act to maximize an
employees borrowing power through either downpayment/closing cost
assistance, lender paid MI, or otherwise leveraging employer programs to
the greatest benefit for each employee.
- Jay, I think we need to fill in other State task force members; I
wasnt sure who to include (John, can you resend?)
Im reachable at any time today or tomorrow to discuss. Also would be
great to review the final package of all items. Looking forward to getting
this over the finish line.
Mike
________________________________

Secretary Ash,
Attached is the draft joint incentives letter for your review and
additions. Upon finalizing the letter with your additions, we will need
an electronic copy of the Governor's signature. Understanding we plan to
send this over the weekend, are you or Mike able to provide an electronic
signature for the Governor? Please confirm.
The final version of the letter will replace Project Plum with the
company's name.
Thank you,
Lauren
-Lauren E. Jones
lauren.jones@boston.gov<mailto:lauren.jones@boston.gov>
T: 617-635-3416

Massachusetts

City of Boston
DATE
Dear Mr. ____________________,

Imagination at Work
model for acclaim.
Innovation
engaged.
800.).
Garage
Air-rights
Taxation
$126m+
enhancements.
$251m+
home.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
From:
To:
Subject:
Date:

________________________________________
How's this?
________________________________________
Cc: John Barros
- [other?]
section programs?
outside of Boston:
funds.
Mike
________________________________
Secretary Ash,
company's name.
Thank you,
Lauren
-Lauren E. Jones
T: 617-635-3416
From:
To:
Subject:
Date:
Attachments:
Mike Kennealy
Fwd: Joint Draft Incentives Letter for Project Plum
ATT00001.htm
Mike Kennealy
How's this?
________________________________________
Cc: John Barros
- Should we say more in the opening paragraphs about the City and State? The
language there is great, but since we are presenting not just the incentives but our
overall value proposition I wonder if we should say more. I can work on
language if we think this is a good idea, thought it might be good for you to add
language about the Seaport in particular history, recent developments,
incredibly vibrant place, nightlife, etc.
- I-Cubed financing for necessary public infrastructure improvements for the site
ultimately selected.
- [other?]
The actual level and type of incentives and benefits will depend on the number of
jobs created and the site selected. The Commonwealth will endeavor to ensure
that any and all of these initiatives will directly benefit GE economically."
provide detail on how you arrive at the $8 15 MM? And on that point, and I
know youve discussed with Jay, is $15 MM an absolute cap regardless of

building size? If they do end up at 200K square feet, at $12/sf, a 50% TIF over
15 years would be $18 MM. Similarly, at the low end of what they have
discussed at 140K sf, a 15 year 50% TIF would be $12.6 MM. So, anyway, this
is your call obviously, but Im wondering if we can tighten the range and be able
to raise it for larger developments. I think it would be good, in any case, to not
show a single digit number ($8 MM).
- Re: Transportation & Infrastructure Incentives Im not sure incentives is
the right word for this. Also, can we say more in the first paragraph about
potential transportation improvements, or at least a commitment to study possible
improvements with GE? Also, I found the language on the match confusing
matched by whom?
- Similarly, Im not sure incentives if the right word for the next section
programs?
- Re: housing, here is some language you can include for home purchases outside
of Boston:
(HFA) in the country; in fact, no other state-based HFA sells more loans on the
secondary market to FannieMae than MassHousing. MassHousing has a network
of more than 170 lenders originating mortgages for it, as well as its own
mortgage insurance business. All loans will be serviced in Massachusetts by a
dedicated staff which will insure customized service for any loans made through
the MassHousing network. Other commitments to this proposal include:
duplication of effort as Boston is an approved counseling agent for
MassHousing), including briefing/training for employees at their offices about
the types of mortgage programs that MassHousing has available. This will
include collateral loan materials personalized for the company and its employees.
- MassHousing will select a small number of its top lending partners willing to
designate specific loan officers to work with the involved employees, ensuring
personalized, high touch" attention to all loans.
- MassHousing will provide financing with as little as 3% down (a 97% LTV
product) for all eligible homebuying employees of the company and for all
eligible loans. Rates will be made at our lowest possible cost of funds.
- A 20% reduction in the cost of private mortgage insurance for any company
employee who puts less than 20% down on their home,
- Customized mortgage products that will best leverage any benefits already
provided by the company. This product would act to maximize an employees
borrowing power through either downpayment/closing cost assistance, lender
paid MI, or otherwise leveraging employer programs to the greatest benefit for
each employee.
- Jay, I think we need to fill in other State task force members; I wasnt sure
who to include (John, can you resend?)
Im reachable at any time today or tomorrow to discuss. Also would be great to
review the final package of all items. Looking forward to getting this over the
finish line.
Mike
________________________________
Secretary Ash,
Attached is the draft joint incentives letter for your review and additions. Upon
finalizing the letter with your additions, we will need an electronic copy of the
Governor's signature. Understanding we plan to send this over the weekend, are
you or Mike able to provide an electronic signature for the Governor? Please
confirm.
Thank you,
Lauren
-Lauren E. Jones
T: 617-635-3416

Massachusetts

City of Boston
DATE
Dear Mr. ____________________,

Imagination at Work
model for acclaim.
Innovation
engaged.
800.).
Garage
Air-rights
Taxation
$126m+
enhancements.
$251m+
home.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
From:
To:
Cc:
Subject:
Date:
John Barros
Ash, Jay (SEA)
steve.kadish@state.ma.us
Re: Yikes
Good morning.
I see some of us like to work in the twilight. I will read and share
thoughts. Thanks
Sent from my iPhone
> On Nov 22, 2015, at 1:27 AM, Ash, Jay (SEA) <jay.ash@state.ma.us> wrote:
>
> I hope I don't spook you with a re-write. I took a stab at including the
> spirit of our discussions. Take a look and see what you want to do with
> this. I've included Steve for his review too. Feel free to share
> accordingly.
>
> Regards,
>
> Jay
>
> PS Is it really Sunday morning!
>
> <Draft Project Plum Letter - Jay redraft.docx>
From:
To:
Subject:
Date:
Attachments:

Ash, Jay (EOHED)
Draft Project Plum Letter - Jay redraft.docx MJK.docx
I love it - really ambitious and sells the City and State really well! I
had some wording suggestions so please see the attached. This really
ought to keep us in the game!
I'm available any time today other than 9-10am if you want to discuss.
Mike
________________________________________
How's this?
________________________________________
Cc: John Barros
- [other?]
section programs?
outside of Boston:
funds.

Mike
________________________________
Secretary Ash,
company's name.
Thank you,
Lauren
-Lauren E. Jones
T: 617-635-3416

Walsh
Massachusetts
Mayor Martin J.
City of Boston
DATE
Dear Mr. ____________________,

Imagination at Work
values of the participants, and yet is bold enough to redefine the time-tested [USED
TIME-TESTED TWICE; CAN PROBABLY JUST DELETE AND SAY REDEFINE THE
TRADITION] tradition of the public-private partnership in a way that is sure to elevate
Project Plum to a new model for acclaim.
As a result of our great partnership, we, the governor [CAPITALIZE?} of the
Commonwealth of Massachusetts and the mayor [CAPITALIZE?] of the City of Boston,
are extremely pleased to detail a unique, $250 million, [EXTRA SPACE HERE] joint
proposal to welcome Project Plum to puts its imagination to work here with us in
Boston. We strongly believe that our capital city is the hub of a knowledge-based
ecosystem that will allow Project Plum to contribute to and benefit from the innovation
and transformation across multiple sectors that has made Boston the thriving and
vibrant metropolis it is today. As international leaders in our respective fields, and with
the people and ideas that have positioned us to be leaders well into the future, the
synergy to be achieved through our promising collaboration should fuel our individual
and collective growth and impact for decades to come.
city limits, continues to connect record numbers and commerce [FOUND THIS A
LITTLE AWKWARD; HOW ABOUT CONNECT AND DRIVE COMMERCE IN
RECORD NUMBERS]. Our universities, hospitals, and research centers are global
engines that are connecting talent and innovation. Those connections are allowing for
business to boom and [ADD FOR] accomplishments to be as game changing as they

are plentiful. Connecting live, work and play is evident in burgeoning neighborhoods,
higher levels of economic activity and all that comes with the great quality of life found in
Boston, Greater Boston and all of New England. Our culture and history connect the
past to the present and pave the way for the future. [EXTRA SPACE] We are proud to
have been at the start of the greatest revolution the world has known, and yet we draw
on that experience to connect with those who can envision even greater breakthroughs.
It is the connection of our heritage, our culture, our people and our institutions to seek
out new ideas and fight to see them succeed. As we succeed, it is the dream of
something even grander that connects the accomplishments of today with the
possibilities of tomorrow.
can offer Project Plum. [As is the best of thinking that goes into the hard work of then
is addressed and even more to consider] [NOT SURE I UNDERSTAND THIS
SENTENCE]. As you review this and, hopefully, engage WITH us further in
understanding the needs and desires of Project Plum and how we can satisfy those
needs, we do believe this first, formal response to your pending relocation decision is
respectful of that which you have long stood for and continue to value. We expect that
our continuing dialogue will lead to an outcome that represents a fantastic value
proposition for all of us.. [EXTRA PERIOD]
Innovation
engaged.
800.).
[HOW ABOUT Goal: Identify development opportunities and the direct and indirect
supports that elevate a particular option to the most desirable for a building of 140,000
200,000 square feet for 300 800 staff members]
Garage
that provides a home for Project Plum, and could result in the co-location of addition[AL]
centerpiece of the partnership support for the Innovation Block will be a $50m [I
WOULD USE MILLION THROUGHOUT INSTEAD OF m], public parking garage,
upon which Project Plum and other potential additions, all upon your approval, [NOT
CLEAR WHAT THIS MEANS] will reduce the overall project cost and provide
tremendous convenience and affordability for your workforce and visitors. The following
could be a possible scenario on many, if not all, of the potential sites being offered for
consideration to Project Plum.
contractor, will be funded through a state, [NEED COMMA?] I-Cubed grant. The $50m
contribution represents the maximum allowable I-Cubed award. As you will see from
the below, the award and construction contributes to a substantial public benefit, [I
WOULD USE VS A COMMA] the creation of additional public parking in the
Seaport District. In doing so, it also provides the following benefits to Project Plum:
the permanent financing (estimated savings of $5m) [THIS PART WASNT
CLEAR TO ME IF THEY ARE TO LEASE WHY WOULD THEY BE PAYING
DEBT SERVICE?]
savings [SAYS THIS TWICE] of (estimated savings of $22m)

parking would likely support all [OF] the carrying costs for the future operation of the
garage, which would be a public facility likely managed by a private entity. [The garage
could have at its base a ground floor for innovation, Project Plums as well as other
that are creating and filling innovation centers.] [HOW ABOUT The garage could
have at its base a ground floor for innovation for Project Plum and potentially others
drawn from the Citys vast array of innovators and entrepreneurs.] As a critical public
project, fully constructed with public dollars and maintained with operating revenues, the
public benefit created allows for and justifies the private benefit Project Plum would
receive.
Air-rights
necessary to write down [IS WRITE DOWN CORRECT?] the cost of those air-rights.
It is also possible, and fully dependent on compatibility with and approval of Project
Plum, that the garage has floors of additional office or hospitality upon it as well. The
additional office, not initially occupied by Project Plum, would allow for future expansion.
The possibility of a hotel could enhance Project Plums convenience as an amenity
[DONT UNDERSTAND THIS]. Both would impact the bottom line as another income
generator. Whether with or without a hotel, the air-rights savings would be influenced
by the size of the garage and its ability to reduce the cost of what would likely be a longterm lease. That lease, depending upon Project Plums siting decision, might be on
private or public land, which would also influence the cost to Project Plum. (Estimated
savings of $30m).
Taxation
The city is offering its greatest [EVER] reduction in both [THE] amount and duration of
tax relief, per the attached detail[ED] summary (estimated savings of $8m-$15m). The
savings does not include tax responsibility which would be deferred [THIS WASNT
CLEAR TO ME] by the creation of the public parking option, nor does it cover the
potential of additional office or hospitality as part of the project. Should Project Plum
expand to include either or both of those options, additional tax relief could be
negotiated.
$126m+
determine actually [THE ACTUAL] benefits. The report above, which reflects several
steps in the process of innovation, does not include additional benefits the state and city
are offering to contribute to support Project Plum. [EXTRA SPACES] Those now follow.
be undertaken. [HOW ABOUT In the process of innovation, we need to consider the
potential impacts of the project.] Recognizing that 300 or more Project Plum cars and
500 or more general public vehicles have the potential of further congesting already
challenged roadways and commutes, the state and city are combining to offer as much
as another $125m in currently not planned for public improvements. Those
improvements, while benefitting the entire district, will be tailored to directly improve the
commute in and out of Project Plum employees.
will be to undertake the replacing [REPLACEMENT?] of the Northern Avenue Bridge.
Closed for nearly two decades, the bridge will require as much as $100m in planning,
design and construction funding. Additionally, the State will coordinate with the City
and Project Plum to undertake $25m in local street improvements and/or public
transportation enhancements.
$251m+
Beyond the $251m described above, additional transportation and others supports,
[both having monetarily and not] [I WOULD DELETE WHAT I PUT IN BRACKETS], are
envisioned for the project, including:
There is the potential for Project Plum to partner [WITH] and benefit from a $1.28
million grant with a 20% match through the Federal Highway Administration Ferry
Boat Program Discretionary Grant. The grant would expand the vessel fleet by

We will partner with the Citys [BOSTONS INSTEAD OF CITYS?] City Hall To
Go truck to visit Project Plum every day for a week upon opening, and quarterly
during Project Plums first year in Boston[,]to offer a range of on-site services
from the state and city, [DELETE COMMA] such as applying for a state license
and automobile registration. The State will offer dedicated times at various
registry locations as well for Project Plum staff and family to be expedited
through the registry process. These and other services will be coordinated by a
concierge service to be established jointly by the [S]state and [C]city to support
your employees as they transition to their new Massachusetts home.
A permitting ombudsman will be identified for all [S]state and [C]city construction
[-]related permitting. That commitment will support Project Plums relocation and
The Innovation Block, as well as [FOR] the outstanding interaction your team has had
with ours. [The opportunity is the first such of our administrations, and, to our
knowledge, the most substantial package of supports offered around a single business
development in decades, if not ever.] [HOW ABOUT This opportunity is the first such
of our respective administrations, and, to our knowledge, the most substantial package
of supports ever offered for a single business development in Boston.] [We look
success in Boston, as are others in the business, academic, development and
governmental arenas.] [HOW ABOUT We, along with our partners in the business,
academic, and development arenas, look forward to working closely with you to support
Project Plums innovation, growth, and success in Boston]. We are prepared to meet
jointly or separately to explore this proposal in more depth and breadth, as we continue
our mutual efforts of supporting what you have dubbed but what we too are projecting:
imagination at work. [I WOULD JUST SAY - mutual efforts of supporting Imagination at
Work.]
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
From:
To:
Subject:
Date:
Attachments:
Mike Kennealy
ATT00001.htm
Mike Kennealy
How's this?
________________________________________
Cc: John Barros
- Should we say more in the opening paragraphs about the City and State? The
language there is great, but since we are presenting not just the incentives but our
overall value proposition I wonder if we should say more. I can work on
language if we think this is a good idea, thought it might be good for you to add
language about the Seaport in particular history, recent developments,
incredibly vibrant place, nightlife, etc.
- I-Cubed financing for necessary public infrastructure improvements for the site
ultimately selected.
- [other?]
The actual level and type of incentives and benefits will depend on the number of
jobs created and the site selected. The Commonwealth will endeavor to ensure
that any and all of these initiatives will directly benefit GE economically."
provide detail on how you arrive at the $8 15 MM? And on that point, and I
know youve discussed with Jay, is $15 MM an absolute cap regardless of

building size? If they do end up at 200K square feet, at $12/sf, a 50% TIF over
15 years would be $18 MM. Similarly, at the low end of what they have
discussed at 140K sf, a 15 year 50% TIF would be $12.6 MM. So, anyway, this
is your call obviously, but Im wondering if we can tighten the range and be able
to raise it for larger developments. I think it would be good, in any case, to not
show a single digit number ($8 MM).
- Re: Transportation & Infrastructure Incentives Im not sure incentives is
the right word for this. Also, can we say more in the first paragraph about
potential transportation improvements, or at least a commitment to study possible
improvements with GE? Also, I found the language on the match confusing
matched by whom?
- Similarly, Im not sure incentives if the right word for the next section
programs?
- Re: housing, here is some language you can include for home purchases outside
of Boston:
(HFA) in the country; in fact, no other state-based HFA sells more loans on the
secondary market to FannieMae than MassHousing. MassHousing has a network
of more than 170 lenders originating mortgages for it, as well as its own
mortgage insurance business. All loans will be serviced in Massachusetts by a
dedicated staff which will insure customized service for any loans made through
the MassHousing network. Other commitments to this proposal include:
duplication of effort as Boston is an approved counseling agent for
MassHousing), including briefing/training for employees at their offices about
the types of mortgage programs that MassHousing has available. This will
include collateral loan materials personalized for the company and its employees.
- MassHousing will select a small number of its top lending partners willing to
designate specific loan officers to work with the involved employees, ensuring
personalized, high touch" attention to all loans.
- MassHousing will provide financing with as little as 3% down (a 97% LTV
product) for all eligible homebuying employees of the company and for all
eligible loans. Rates will be made at our lowest possible cost of funds.
- A 20% reduction in the cost of private mortgage insurance for any company
employee who puts less than 20% down on their home,
- Customized mortgage products that will best leverage any benefits already
provided by the company. This product would act to maximize an employees
borrowing power through either downpayment/closing cost assistance, lender
paid MI, or otherwise leveraging employer programs to the greatest benefit for
each employee.
- Jay, I think we need to fill in other State task force members; I wasnt sure
who to include (John, can you resend?)
Im reachable at any time today or tomorrow to discuss. Also would be great to
review the final package of all items. Looking forward to getting this over the
finish line.
Mike
________________________________
Secretary Ash,
Attached is the draft joint incentives letter for your review and additions. Upon
finalizing the letter with your additions, we will need an electronic copy of the
Governor's signature. Understanding we plan to send this over the weekend, are
you or Mike able to provide an electronic signature for the Governor? Please
confirm.
Thank you,
Lauren
-Lauren E. Jones
T: 617-635-3416

Massachusetts

City of Boston
DATE
Dear Mr. ____________________,

Imagination at Work
model for acclaim.
Innovation
engaged.
800.).
Garage
Air-rights
Taxation
$126m+
enhancements.
$251m+
home.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
From:
To:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

John Barros
Draft Project Plum Letter - Jay redraft.docx MJK.docx
Mike's input.

Date: 11/22/2015 7:29 AM (GMT-05:00)
I love it - really ambitious and sells the City and State really well! I had some wording suggestions so please see the
attached. This really ought to keep us in the game!
I'm available any time today other than 9-10am if you want to discuss.
Mike
________________________________________
How's this?
________________________________________
Cc: John Barros
- Should we say more in the opening paragraphs about the City and State? The language there is great, but since we
are presenting not just the incentives but our overall value proposition I wonder if we should say more. I can work
on language if we think this is a good idea, thought it might be good for you to add language about the Seaport in
particular history, recent developments, incredibly vibrant place, nightlife, etc.
"The Commonwealth will provide up to $50 million in incentives and other economic benefits through one of, or a
combination of, the following:
- I-Cubed financing for necessary public infrastructure improvements for the site ultimately selected.
- The Economic Development Incentive Program (EDIP), which provides tax credits for job creation.
- [other?]
The actual level and type of incentives and benefits will depend on the number of jobs created and the site selected.
The Commonwealth will endeavor to ensure that any and all of these initiatives will directly benefit GE
economically."
- For the City incentives, can we see the detailed summary? And should we provide detail on how you arrive at the
$8 15 MM? And on that point, and I know youve discussed with Jay, is $15 MM an absolute cap regardless of
building size? If they do end up at 200K square feet, at $12/sf, a 50% TIF over 15 years would be $18 MM.
Similarly, at the low end of what they have discussed at 140K sf, a 15 year 50% TIF would be $12.6 MM. So,
anyway, this is your call obviously, but Im wondering if we can tighten the range and be able to raise it for larger
developments. I think it would be good, in any case, to not show a single digit number ($8 MM).
- Re: Transportation & Infrastructure Incentives Im not sure incentives is the right word for this. Also, can
we say more in the first paragraph about potential transportation improvements, or at least a commitment to study
possible improvements with GE? Also, I found the language on the match confusing matched by whom?
- Similarly, Im not sure incentives if the right word for the next section programs?
- Re: housing, here is some language you can include for home purchases outside of Boston:
For home purchases outside of Boston, your employees can work with MassHousing. MassHousing is one of the
premier housing finance agencies (HFA) in the country; in fact, no other state-based HFA sells more loans on the
secondary market to FannieMae than MassHousing. MassHousing has a network of more than 170 lenders
originating mortgages for it, as well as its own mortgage insurance business. All loans will be serviced in
Massachusetts by a dedicated staff which will insure customized service for any loans made through the
MassHousing network. Other commitments to this proposal include:
- Counseling for employees who might be buying outside of the City (with no duplication of effort as Boston is
an approved counseling agent for MassHousing), including briefing/training for employees at their offices about the
types of mortgage programs that MassHousing has available. This will include collateral loan materials
personalized for the company and its employees.
- MassHousing will select a small number of its top lending partners willing to designate specific loan officers to
work with the involved employees, ensuring personalized, high touch" attention to all loans.
- MassHousing will provide financing with as little as 3% down (a 97% LTV product) for all eligible
homebuying employees of the company and for all eligible loans. Rates will be made at our lowest possible cost of
funds.
- A 20% reduction in the cost of private mortgage insurance for any company employee who puts less than 20%
down on their home,
- Customized mortgage products that will best leverage any benefits already provided by the company. This
product would act to maximize an employees borrowing power through either downpayment/closing cost
assistance, lender paid MI, or otherwise leveraging employer programs to the greatest benefit for each employee.
- Jay, I think we need to fill in other State task force members; I wasnt sure who to include (John, can you
resend?)
Im reachable at any time today or tomorrow to discuss. Also would be great to review the final package of all
items. Looking forward to getting this over the finish line.
Mike
________________________________
Secretary Ash,
Attached is the draft joint incentives letter for your review and additions. Upon finalizing the letter with your
additions, we will need an electronic copy of the Governor's signature. Understanding we plan to send this over the
weekend, are you or Mike able to provide an electronic signature for the Governor? Please confirm.
Thank you,
Lauren
-Lauren E. Jones
T: 617-635-3416

Walsh
Massachusetts
Mayor Martin J.
City of Boston
DATE
Dear Mr. ____________________,

Imagination at Work
values of the participants, and yet is bold enough to redefine the time-tested [USED
TIME-TESTED TWICE; CAN PROBABLY JUST DELETE AND SAY REDEFINE THE
TRADITION] tradition of the public-private partnership in a way that is sure to elevate
Project Plum to a new model for acclaim.
As a result of our great partnership, we, the governor [CAPITALIZE?} of the
Commonwealth of Massachusetts and the mayor [CAPITALIZE?] of the City of Boston,
are extremely pleased to detail a unique, $250 million, [EXTRA SPACE HERE] joint
proposal to welcome Project Plum to puts its imagination to work here with us in
Boston. We strongly believe that our capital city is the hub of a knowledge-based
ecosystem that will allow Project Plum to contribute to and benefit from the innovation
and transformation across multiple sectors that has made Boston the thriving and
vibrant metropolis it is today. As international leaders in our respective fields, and with
the people and ideas that have positioned us to be leaders well into the future, the
synergy to be achieved through our promising collaboration should fuel our individual
and collective growth and impact for decades to come.
city limits, continues to connect record numbers and commerce [FOUND THIS A
LITTLE AWKWARD; HOW ABOUT CONNECT AND DRIVE COMMERCE IN
RECORD NUMBERS]. Our universities, hospitals, and research centers are global
engines that are connecting talent and innovation. Those connections are allowing for
business to boom and [ADD FOR] accomplishments to be as game changing as they

are plentiful. Connecting live, work and play is evident in burgeoning neighborhoods,
higher levels of economic activity and all that comes with the great quality of life found in
Boston, Greater Boston and all of New England. Our culture and history connect the
past to the present and pave the way for the future. [EXTRA SPACE] We are proud to
have been at the start of the greatest revolution the world has known, and yet we draw
on that experience to connect with those who can envision even greater breakthroughs.
It is the connection of our heritage, our culture, our people and our institutions to seek
out new ideas and fight to see them succeed. As we succeed, it is the dream of
something even grander that connects the accomplishments of today with the
possibilities of tomorrow.
can offer Project Plum. [As is the best of thinking that goes into the hard work of then
is addressed and even more to consider] [NOT SURE I UNDERSTAND THIS
SENTENCE]. As you review this and, hopefully, engage WITH us further in
understanding the needs and desires of Project Plum and how we can satisfy those
our continuing dialogue will lead to an outcome that represents a fantastic value
proposition for all of us.. [EXTRA PERIOD]
Innovation
engaged.
800.).
[HOW ABOUT Goal: Identify development opportunities and the direct and indirect
supports that elevate a particular option to the most desirable for a building of 140,000
200,000 square feet for 300 800 staff members]
Garage
that provides a home for Project Plum, and could result in the co-location of addition[AL]
centerpiece of the partnership support for the Innovation Block will be a $50m [I
WOULD USE MILLION THROUGHOUT INSTEAD OF m], public parking garage,
upon which Project Plum and other potential additions, all upon your approval, [NOT
CLEAR WHAT THIS MEANS] will reduce the overall project cost and provide
tremendous convenience and affordability for your workforce and visitors. The following
could be a possible scenario on many, if not all, of the potential sites being offered for
contractor, will be funded through a state, [NEED COMMA?] I-Cubed grant. The $50m
contribution represents the maximum allowable I-Cubed award. As you will see from
the below, the award and construction contributes to a substantial public benefit, [I
WOULD USE VS A COMMA] the creation of additional public parking in the
Seaport District. In doing so, it also provides the following benefits to Project Plum:
the permanent financing (estimated savings of $5m) [THIS PART WASNT
CLEAR TO ME IF THEY ARE TO LEASE WHY WOULD THEY BE PAYING
DEBT SERVICE?]
savings [SAYS THIS TWICE] of (estimated savings of $22m)

parking would likely support all [OF] the carrying costs for the future operation of the
garage, which would be a public facility likely managed by a private entity. [The garage
could have at its base a ground floor for innovation, Project Plums as well as other
that are creating and filling innovation centers.] [HOW ABOUT The garage could
drawn from the Citys vast array of innovators and entrepreneurs.] As a critical public
receive.
Air-rights
necessary to write down [IS WRITE DOWN CORRECT?] the cost of those air-rights.
It is also possible, and fully dependent on compatibility with and approval of Project
Plum, that the garage has floors of additional office or hospitality upon it as well. The
additional office, not initially occupied by Project Plum, would allow for future expansion.
The possibility of a hotel could enhance Project Plums convenience as an amenity
[DONT UNDERSTAND THIS]. Both would impact the bottom line as another income
private or public land, which would also influence the cost to Project Plum. (Estimated
savings of $30m).
Taxation
The city is offering its greatest [EVER] reduction in both [THE] amount and duration of
tax relief, per the attached detail[ED] summary (estimated savings of $8m-$15m). The
savings does not include tax responsibility which would be deferred [THIS WASNT
CLEAR TO ME] by the creation of the public parking option, nor does it cover the
potential of additional office or hospitality as part of the project. Should Project Plum
expand to include either or both of those options, additional tax relief could be
negotiated.
$126m+
determine actually [THE ACTUAL] benefits. The report above, which reflects several
steps in the process of innovation, does not include additional benefits the state and city
are offering to contribute to support Project Plum. [EXTRA SPACES] Those now follow.
be undertaken. [HOW ABOUT In the process of innovation, we need to consider the
potential impacts of the project.] Recognizing that 300 or more Project Plum cars and
500 or more general public vehicles have the potential of further congesting already
challenged roadways and commutes, the state and city are combining to offer as much
as another $125m in currently not planned for public improvements. Those
commute in and out of Project Plum employees.
will be to undertake the replacing [REPLACEMENT?] of the Northern Avenue Bridge.
Closed for nearly two decades, the bridge will require as much as $100m in planning,
design and construction funding. Additionally, the State will coordinate with the City
and Project Plum to undertake $25m in local street improvements and/or public
transportation enhancements.
$251m+
Beyond the $251m described above, additional transportation and others supports,
[both having monetarily and not] [I WOULD DELETE WHAT I PUT IN BRACKETS], are
envisioned for the project, including:
There is the potential for Project Plum to partner [WITH] and benefit from a $1.28

We will partner with the Citys [BOSTONS INSTEAD OF CITYS?] City Hall To
Go truck to visit Project Plum every day for a week upon opening, and quarterly
during Project Plums first year in Boston[,]to offer a range of on-site services
from the state and city, [DELETE COMMA] such as applying for a state license
registry locations as well for Project Plum staff and family to be expedited
through the registry process. These and other services will be coordinated by a
concierge service to be established jointly by the [S]state and [C]city to support
your employees as they transition to their new Massachusetts home.
A permitting ombudsman will be identified for all [S]state and [C]city construction
[-]related permitting. That commitment will support Project Plums relocation and
The Innovation Block, as well as [FOR] the outstanding interaction your team has had
with ours. [The opportunity is the first such of our administrations, and, to our
knowledge, the most substantial package of supports offered around a single business
development in decades, if not ever.] [HOW ABOUT This opportunity is the first such
of our respective administrations, and, to our knowledge, the most substantial package
of supports ever offered for a single business development in Boston.] [We look
success in Boston, as are others in the business, academic, development and
governmental arenas.] [HOW ABOUT We, along with our partners in the business,
Project Plums innovation, growth, and success in Boston]. We are prepared to meet
jointly or separately to explore this proposal in more depth and breadth, as we continue
our mutual efforts of supporting what you have dubbed but what we too are projecting:
imagination at work. [I WOULD JUST SAY - mutual efforts of supporting Imagination at
Work.]
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
Re: Yikes
Nice work!
I have some specific suggestions about content and tone.
Can we talk this morning?
Can I share this with others?
Sent from my iPhone
> On Nov 22, 2015, at 1:28 AM, Ash, Jay (SEA)
<jay.ash@massmail.state.ma.us> wrote:
>
>
> ________________________________________
> Sent: Sunday, November 22, 2015 1:23 AM
> To: John Barros
> Cc: steve.kadish@state.ma.us
> Subject: Yikes
>
> I hope I don't spook you with a re-write. I took a stab at including
the spirit of our discussions. Take a look and see what you want to do
with this. I've included Steve for his review too. Feel free to share
accordingly.
>
> Regards,
>
> Jay
>
>
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

RE: Yikes
call when youi wish

________________________________________
Subject: Re: Yikes
Nice work!
I have some specific suggestions about content and tone.
Can we talk this morning?
Can I share this with others?
Sent from my iPhone
> On Nov 22, 2015, at 1:28 AM, Ash, Jay (SEA)
>
>
> ________________________________________
> Sent: Sunday, November 22, 2015 1:23 AM
> To: John Barros
> Cc: steve.kadish@state.ma.us
> Subject: Yikes
>
> I hope I don't spook you with a re-write. I took a stab at including
the spirit of our discussions. Take a look and see what you want to do
with this. I've included Steve for his review too. Feel free to share
accordingly.
>
> Regards,
>
> Jay
>
>
From:
To:
Bcc:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

John Barros; steven.kadish@state.ma.us
Sunday, November 22, 2015 12:32:07 PM
Draft Project Plum Letter - Jay redraft 1 v 2.docx
Draft Project Plum Letter - Jay redraft 2.docx
John, here is a redraft based upon Steve's comments. I've attached the
document as a clean draft and a comparison document.

Massachusetts

City of Boston
DATE
Dear Mr. ____________________,

As a result of our great partnership, we, the Ggovernor of the Commonwealth of
Massachusetts and the Mmayor of the City of Boston, are extremely pleased to detail a
unique, $250 million, joint,up to $262 million joint proposal to welcome Project Plum to
puts its imagination to work here with us in Boston. We strongly believe that our capital
city is the hub of a knowledge-based ecosystem that will allow Project Plum to
contribute to and benefit from the innovation and transformation across multiple sectors
that has made Boston the thriving and vibrant metropolis it is today. As international
leaders in our respective fields, and with the people and ideas that have positioned us
to be leaders well into the future, the synergy to be achieved through our promising
collaboration should fuel our individual and collective growth and impact for decades to
come.
Imagination at Work
Massachusetts and the City of Boston is based on our great partnership together and
our efforts to reach beyond typical business development initiatives so as to create the
supports for your truly transformative project to realize its fullest potential.envision a
partnership that is beyond parallel; a proposal that is transformative in so many ways for
the benefit of each of the parties involved. It draws upon the time-tested already
significant strengths of each of us, but it also presents dynamic opportunities for
spectacular growth and impact. meaningful impact. This proposal respects the culture
and values of the participants, and yet is bold enough to redefine the time-tested
tradition of the public-private partnership in a way that is sure to elevate Project Plum to
a new model for acclaim.
city limits, continues to connect record numbers of people and drive commerce to new
heights. Our universities, hospitals, and research centers are global engines that are
connecting talent and innovation. Those connections are allowing for business to boom
and accomplishments to be as game changing as they are plentiful. Connecting live,
work and play is evident in burgeoning neighborhoods, higher levels of economic
activity and all that comes with the great quality of life found in Boston, Greater Boston
and all of New England. Our culture and history connect the past to the present and
pave the way for the future. We are proud to have been at the start of the greatest
revolution the world has known, and yet we draw on that experience to connect with
those who can envision even greater breakthroughs. It is the connection of our
heritage, our culture, our people and our institutions to seek out new ideas and fight to
see them succeed. As we succeed, it is the dream of something even grander that
connects the accomplishments of today with the possibilities of tomorrow.
can offer Project Plum. Proving and ultimately delivering upon the best opportunity for
Project Plum will require substantially more collaboration. As is the best of thinking that
goes into the hard work of then proving and ultimately delivering upon an exciting new
development, there is much that is addressed and even more to consider. However,
aAs you review this and, hopefully, engage us further in understanding the needs and
desires of Project Plum and how we can satisfy those needs, we do believe this first,
formal response to your pending relocation decision is respectful of that which you have
long stood for and continue to value. We expect that our continuing dialogue will lead to
an outcome that represents a fantastic value proposition for all of us..
InnovationInnovation at Work
engaged.
elevate a particular option to the most desirable for a building of 140,000 200,000
square feet for 300 800 staff members. Identify development opportunities and the
direct and indirect supports that elevate a particular option to the most desirable for a
140,000 s.f. building, with an upper possibility of 200,000 s.f. for 400 staff members,
which may change from 300 to 800.).
GarageThe Foundation of Innovation
that provides a home for Project Plum, and could result in the co-location of additional
features that amplify and ignite the innovation that Project Plum brings. The foundation,
both figuratively and literally, centerpiece of the partnership support for the Innovation
Block will be a $50m, public parking garage, upon which Project Plum and any other
potential additions you desire, all upon your approval, will reduce the overall project cost
and provide tremendous convenience and affordability for your workforce and visitors.
Imagining the possibilities, tThe following could be a possible scenario on many, if not
all, of the potential sites being offered for consideration to Project Plum.
contractor, will be funded through a state, I-Cubed grant. The $50 millionm contribution
award and construction contributes to a substantial public benefit, - the creation of
following benefits to Project Plum, the ranges for which can be narrowed as site
selection and further imagination is put to work:
own parking facility (estimated savings of $12 millionm to $30 million);
the permanent financing (estimated savings of $45m million to $12 million)
savings of (estimated savings of $1522m million to $30 million )
employees and visitors with substantial reduced parking cost (estimated
savings of $20 million to 350 millionm)
high rise office building (estimated savings of $56m million to $15 million).
In total, the $50 millionm state I-Cubed grant provides Project Plum with $56 million $122 million $81m of benefits. The garage could provide 300 dedicated spaces (or
more if necessary) to Project Plum, and another 500-700 spaces for public parking.
The market rate charges for the public parking would likely support all the carrying costs
for the future operation of the garage, which would be a public facility likely managed by
a private entity. The garage could have at its base a ground floor for innovation for
Project Plum and potentially others drawn from the Citys vast array of innovators and
entrepreneurs. The garage could have at its base a ground floor for innovation,
Project Plums as well as other innovations and entrepreneurs generated from the citys
vast array of people and places that are creating and filling innovation centers. As a
critical public project, fully constructed with public dollars and maintained with operating
revenues, the public benefit created allows for and justifies the private benefit Project
Plum would receive.
Air-rightsImagining New Heights
construction of further improvementsbuilding to rise vertically to create a tower befitting
its occupant. It is possible that the garage generates income necessary to write down
the cost of those air-rights. It is also possible, and fully dependent on compatibility with
and approval of Project Plum, that the garage has floors of additional office or hospitality
upon it as well. The additional office, not initially occupied by Project Plum, would allow
for future expansion. The possibility of a hotel could enhance Project Plums
convenience as an amenity, providing additional on-site meeting space, restaurants,
lounges and, of course, lodging. Both would impact the bottom line as another income
private or public land, which would also influence the cost to Project Plum. While the
potential savings on an air-rights list could be substantial, the range of options makes
the estimation of a range of benefits an exercise best undertaken together and after
several critical decision points are crossed. (Estimated savings of $30m).
Extending the Partnership Through Property Tax Relief Taxation
The city is offering its greatest reduction in both the amount and duration of tax relief,
per the attached detail summary (estimated savings of $8 mmillion-$15 millionm). The
savings is over and above the aforementioned does not include tax responsibility which
would be deferred by the creation of the public parking option, and does not reflect nor
does it cover the potential of additional office or hospitality as part of the project. Should
Project Plum expand to include either or both of those options, additional tax relief could
be negotiated.
$126m+Supporting the Building
and local supports could provide to Project Plum. That $126m The estimated range of
$64 million to $137 million will be refined up or down as the specifics of the site and,
more importantly, the desires of Project Plum help determine actually benefits. The
report above, which reflects several steps in the process of innovation, does not include
additional benefits the state and city are offering to contribute to support Project Plum.
Those now follow.
Infrastructure and TransportationMaking Access Even Easier
In the process of innovation, consideration is given to the potential impacts of the
project to be undertaken. Recognizing that 300 or more Project Plum cars and 500 or
more general public vehicles have the potential of further congesting already challenged
another $125 millionm in currently not planned for public improvements in the Seaport
District. Those improvements, while benefitting the entire district, will be tailored to
directly improve the commute in and out of Project Plum employees and visitors.
Specifically, aA significant commitment of the City, in partnership with State and

Federal government, will be to undertake the replacing of the Northern Avenue
Bridge. Closed for nearly two decades, the bridge will require as much as $100
millionm in planning, design and construction funding.
Additionally, the State will coordinate with the City and Project Plum to
undertake $25 mmillion in local street improvements and/or public transportation
enhancements. Those infrastructure improvements will target various modes of
transportation and should make the district an even more appealing center of
commerce and livability.
$251m+Imagining Even More
Formatted: Font: (Default) Arial, 12 pt

Formatted: List Paragraph, Bulleted + Level: 1 + Aligned at:
0.25" + Indent at: 0.5"
Beyond the $251m up to $262 million in project supports described above, our
imagination is at work to envision additional transportation and others
opportunitiessupports, both having monetarily and not, are envisioned for theto advance
the possibilities for a great project and long-term partnership, including:
There is the potential for Project Plum to partner with and benefit from a $1.28
We will partner with the Citys Bostons City Hall To Go truck to visit Project Plum
every day for a week upon opening, and quarterly during Project Plums first year
in Boston to offer a range of on-site services from the state and city, such as
will be coordinated by a concierge service to be established jointly by the Sstate
and Ccity to support your employees as they transition to their new
Massachusetts home.

The State will provide $1 millionm in employee training funds, the maximum
award allowed per company.
ours. This opportunity is the first such of our respective administrations, and, to our
knowledge, the most substantial package of supports ever offered for a single business
development in Boston.The opportunity is the first such of our administrations, and, to
our knowledge, the most substantial package of supports offered around a single
business development in decades, if not ever. We, along with our partners in the
business, academic, and development arenas, look forward to working closely with you
to support Project Plums innovation, growth, and success in Boston. We look forward
to working closely with you to support Project Plums innovation, growth, and success in
Boston, as are others in the business, academic, development and governmental
arenas. We are prepared to meet jointly or separately to explore this proposal in more
depth and breadth, as we continue our mutual efforts of supporting Imagination at
Work.mutual efforts of supporting what you have dubbed but what we too are
projecting: imagination at work.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston

Massachusetts

City of Boston
DATE
Dear Mr. ____________________,

come.
Imagination at Work
engaged.
Plum would receive.
be negotiated.
Those now follow.


0.25" + Indent at: 0.5"
Massachusetts home.

Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
From:
To:
Subject:
Date:
Ash, Jay (SEA)
Re: Joint Draft Incentives Letter for Project Plum
Does this say "GM"?

Mike Kennealy
> On Nov 22, 2015, at 12:35 PM, Ash, Jay (SEA)
>
>
> John, here is a redraft based upon Steve's comments. I've attached the
> <Draft Project Plum Letter - Jay redraft 1 v 2.docx>
> <Draft Project Plum Letter - Jay redraft 2.docx>
From:
To:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

Ash, Jay (EOHED); John Barros; steven.kadish@state.ma.us
Draft Project Plum Letter - Jay redraft 1 v 2.docx
Sorry, here are the two docs referenced.

________________________________________
Sent: Sunday, November 22, 2015 12:32 PM
To: John Barros; steven.kadish@state.ma.us
John, here is a redraft based upon Steve's comments. I've attached the

Massachusetts

City of Boston
DATE
Dear Mr. ____________________,

come.
Imagination at Work
engaged.
Plum would receive.
be negotiated.
Those now follow.


0.25" + Indent at: 0.5"
Massachusetts home.

Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston

Massachusetts

City of Boston
DATE
Dear Mr. ____________________,

As a result of our great partnership, we, the Governor of the Commonwealth of
Massachusetts and the Mayor of the City of Boston, are extremely pleased to detail a
unique, up to $262 million joint proposal to welcome Project Plum to puts its
imagination to work here with us in Boston. We strongly believe that our capital city is
the hub of a knowledge-based ecosystem that will allow Project Plum to contribute to
and benefit from the innovation and transformation across multiple sectors that has
made Boston the thriving and vibrant metropolis it is today. As international leaders in
our respective fields, and with the people and ideas that have positioned us to be
leaders well into the future, the synergy to be achieved through our promising
come.
Imagination at Work
supports for your truly transformative project to realize its fullest potential. It draws upon
the already significant strengths of each of us, but it also presents dynamic
opportunities for spectacular growth and impact.. This proposal respects the culture


Project Plum will require substantially more collaboration. However, as you review this
and engage us further in understanding the needs and desires of Project Plum and how
we can satisfy those needs, we do believe this first, formal response to your pending
relocation decision is respectful of that which you have long stood for and continue to
value. We expect that our continuing dialogue will lead to an outcome that represents a
fantastic value proposition for all of us.
Innovation at Work
engaged.
square feet for 300 800 staff members.
The Foundation of Innovation
both figuratively and literally, of the partnership support for the Innovation Block will be a
$50m, public parking garage, upon which Project Plum and any other potential additions
you desire will reduce the overall project cost and provide tremendous convenience and
affordability for your workforce and visitors. Imagining the possibilities, the following
could be a scenario on many, if not all, of the potential sites being offered for
contractor, will be funded through a state I-Cubed grant. The $50 million contribution
award and construction contributes to a substantial public benefit - the creation of
own parking facility (estimated savings of $12 million to $30 million);
the permanent financing (estimated savings of $4 million to $12 million)
savings of (estimated savings of $15 million to $30 million )
savings of $20 million to 35 million)
high rise office building (estimated savings of $5 million to $15 million).
In total, the $50 million state I-Cubed grant provides Project Plum with $56 million $122 million of benefits. The garage could provide 300 dedicated spaces (or more if
necessary) to Project Plum, and another 500-700 spaces for public parking. The
market rate charges for the public parking would likely support all the carrying costs for
the future operation of the garage, which would be a public facility likely managed by a
private entity. The garage could have at its base a ground floor for innovation for
entrepreneurs. As a critical public project, fully constructed with public dollars and
maintained with operating revenues, the public benefit created allows for and justifies
the private benefit Project Plum would receive.
Imagining New Heights
The garage serves as the building foundation, and then air-rights allow for the building
to rise vertically to create a tower befitting its occupant. It is possible that the garage
generates income necessary to write down the cost of those air-rights. It is also
possible, and fully dependent on compatibility with and approval of Project Plum, that
the garage has floors of additional office or hospitality upon it as well. The additional
office, not initially occupied by Project Plum, would allow for future expansion. The
possibility of a hotel could enhance Project Plums convenience as an amenity,
providing additional on-site meeting space, restaurants, lounges and, of course, lodging.
Both would impact the bottom line as another income generator. Whether with or
without a hotel, the air-rights savings would be influenced by the size of the garage and
its ability to reduce the cost of what would likely be a long-term lease. That lease,
depending upon Project Plums siting decision, might be on private or public land, which
would also influence the cost to Project Plum. While the potential savings on an airrights list could be substantial, the range of options makes the estimation of a range of
benefits an exercise best undertaken together and after several critical decision points
are crossed. Extending the Partnership Through Property Tax Relief
per the attached detail summary (estimated savings of $8 million-$15 million). The
savings is over and above the aforementioned tax responsibility which would be
deferred by the creation of the public parking option, and does not reflect the potential of
additional office or hospitality as part of the project. Should Project Plum expand to
include either or both of those options, additional tax relief could be negotiated.
Supporting the Building
and local supports could provide to Project Plum. The estimated range of $64 million to
$137 million will be refined up or down as the specifics of the site and, more importantly,
the desires of Project Plum help determine actual benefits. The report above, which
reflects several steps in the process of innovation, does not include additional benefits
the state and city are offering to contribute to support Project Plum. Those now follow.
Making Access Even Easier
another $125 million in currently not planned for public improvements in the Seaport
Specifically, a significant commitment of the City, in partnership with State and

million in planning, design and construction funding.
undertake $25 million in local street improvements and/or public transportation
Imagining Even More

Beyond the up to $262 million in project supports described above, our imagination is at
work to envision additional transportation and others opportunitiesto advance the
possibilities for a great project and long-term partnership, including:
We will partner with the Bostons City Hall To Go truck to visit Project Plum every
day for a week upon opening and quarterly during Project Plums first year in
will be coordinated by a concierge service to be established jointly by the State
and City to support your employees as they transition to their new Massachusetts
home.
development in Boston. We, along with our partners in the business, academic, and
development arenas, look forward to working closely with you to support Project Plums
innovation, growth, and success in Boston. We are prepared to meet jointly or
mutual efforts of supporting Imagination at Work.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
Looks good.
I'll forward to some others.
Next steps?
When is it due?!
Sent from my iPhone
> On Nov 22, 2015, at 1:25 PM, Ash, Jay (SEA)
>
> Sorry, here are the two docs referenced.
> ________________________________________
> Sent: Sunday, November 22, 2015 12:32 PM
> To: John Barros; steven.kadish@state.ma.us
> Subject: RE: Joint Draft Incentives Letter for Project Plum
>
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Tomorrow a.m.

Date: 11/22/2015 2:11 PM (GMT-05:00)
Subject: Re: Joint Draft Incentives Letter for Project Plum
Looks good.
Next steps?
When is it due?!
Sent from my iPhone
> On Nov 22, 2015, at 1:25 PM, Ash, Jay (SEA) <jay.ash@massmail.state.ma.us> wrote:
>
> ________________________________________
>
> John, here is a redraft based upon Steve's comments. I've attached the document as a clean draft and a comparison
document.
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Waiting for Boston response.

Date: 11/22/2015 2:11 PM (GMT-05:00)
Looks good.
Next steps?
When is it due?!
Sent from my iPhone
>
> ________________________________________
>
> John, here is a redraft based upon Steve's comments. I've attached the document as a clean draft and a comparison
document.
From:
To:
Cc:
Subject:
Date:
John Barros
Ash, Jay (EOHED)
Thanks Jay.
I am working on same edits that I will send out shortly.
On Sun, Nov 22, 2015 at 1:24 PM, Ash, Jay (EOHED) <jay.ash@massmail.state.ma.us>
wrote:
________________________________________
John, here is a redraft based upon Steve's comments. I've attached the document as a clean
draft and a comparison document.
-John Barros
6th Floor, Room 603
t: 617-635-5729
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
Jay:
Any word from Boston?
Lon is taking a shot at some edits to the beginning; like the financials.
More to come!
Steve
Sent from my iPhone
Waiting for Boston response.

Date: 11/22/2015 2:11 PM (GMT-05:00)
Looks good.
Next steps?
When is it due?!
Sent from my iPhone
>
> ________________________________________
>
> John, here is a redraft based upon Steve's comments. I've attached the document as a clean draft
and a comparison document.
From:
To:
Cc:
Subject:
Date:
John Barros
Ash, Jay (EOHED)
Ash, Jay (EOHED); steven.kadish@state.ma.us
Jay and Steve,

Here is the latest taking all the edits in consideration
On Sun, Nov 22, 2015 at 1:24 PM, Ash, Jay (EOHED)

> ________________________________________
>
> document as a clean draft and a comparison document.
-John Barros
6th Floor, Room 603
t: 617-635-5729
From:
To:
Cc:
Subject:
Date:
Attachments:
John Barros
Ash, Jay (EOHED)
Draft Project Plum Letter - redraft 2.docx
With attachment
On Sun, Nov 22, 2015 at 6:02 PM, John Barros <john.barros@boston.gov> wrote:
> Jay and Steve,
>
> Here is the latest taking all the edits in consideration
>
>
> On Sun, Nov 22, 2015 at 1:24 PM, Ash, Jay (EOHED)
> <jay.ash@massmail.state.ma.us> wrote:
>> Sorry, here are the two docs referenced.
>> ________________________________________
>> From: Ash, Jay (EOHED)
>> Sent: Sunday, November 22, 2015 12:32 PM
>> To: John Barros; steven.kadish@state.ma.us
>> Subject: RE: Joint Draft Incentives Letter for Project Plum
>>
>> John, here is a redraft based upon Steve's comments. I've attached the
>> document as a clean draft and a comparison document.
>
>
>
> -> John Barros
> Chief of Economic Development
> Office of Mayor Martin J. Walsh
> 6th Floor, Room 603
> Boston City Hall, Boston MA 02201
> t: 617-635-5729
> http://www.cityofboston.gov
>
> SHARE YOUR VISION. SHAPE OUR CITY.
> http://imagine.boston.gov/
-John Barros
6th Floor, Room 603
t: 617-635-5729

Massachusetts

City of Boston
DATE
Dear Mr. ____________________,

Boston, Massachusetts is your home for imagination at work.
Over the past few months, our joint State and City team has thoroughly enjoyed working
with your team. We understand your companys interests, needs, and drive to achieve
the spectacular. As a result of our great partnership, we, the Governor of the
Commonwealth of Massachusetts and the Mayor of the City of Boston, are extremely
pleased to detail a unique joint proposal The Innovation Block up to $262 million to
welcome Project Plum to put its imagination to work here with us in Boston. We know
that for you, our capital city is the hub of a knowledge-based ecosystem that will allow
Project Plum to contribute to and benefit from the innovation and transformation across
multiple sectors that has made Boston the thriving and vibrant metropolis it is today.
The synergy to be achieved through The Innovation Block presents promising
collaboration to fuel our individual and collective growth for decades to come.
Imagination at Work
our efforts to reach beyond typical business development initiatives to create the
supports for your truly transformative project and for Project Plum to realize its fullest
potential. This proposal respects the culture and values of the participants, and yet is
bold enough to redefine the time-tested tradition of the public-private partnership in a
way that is sure to elevate Project Plum to a new model for acclaim.
including train service along the Northeast Corridor and an international airport within
our city limits, continues to connect record numbers of people and drive commerce to
new heights. Our universities, hospitals, and research centers are global engines that
are connecting talent and innovation. Those connections are allowing for businesses to
boom and accomplishments to be as game changing as they are plentiful. Connecting
live, work, and play is evident in burgeoning neighborhoods, higher levels of economic
activity and all that comes with the great quality of life found in Boston, Greater Boston,
heritage, our culture, our people, and our institutions to seek out new ideas and fight to
course: Project Plum becoming the centerpiece of an already thriving innovation district
in one of the worlds leading cities. With access to the great minds that the countrys
most educated population has to offer, Project Plum will surely realize much. While that
is exciting, the further realization that Project Plum will push those great minds to
achieve even more is where the potential for great innovation and its concurrent
commercialization becomes truly transformational.
Innovation at Work
We know that you are seeking a home for 400 - 600 employees, with a building of
140,000 - 200,000 square feet. In the enclosed booklet, you will find a range of sites
that you could call home in Boston. Bostons Seaport District provides the connection to
commerce, innovation, talent, institutions, transportation, and quality of life that Project
Plum seeks. The right combination of supports, both direct and not so direct, will
complement those connectors and propel Project Plum to a desired decision point.
The attached offers potential locations for the Project Plum home (including options
outside of the target area as a means of further consideration and comparison). To
support a selected location, we envision providing an imaginative combination of direct
and ancillary benefits to create what we are dubbing The Innovation Block.
The Innovation Block is a development that provides a home for Project Plum, and
could result in the co-location of additional features that amplify and ignite the
innovation that Project Plum brings. The State and City propose building a $50 million
combined corporate and public parking garage with 800 - 1,000 spaces, funded through
the States Infrastructure Investment Incentive (I-Cubed) program. This will relieve
Project Plum from the cost of constructing or operating a parking facility while providing
a potentially free and convenient service for your workforce and visitors, and the
foundation for a high rise above the garage, if desired. The expected cost savings for
Project Plum from this investment is $81 million. Project Plum would also receive the
air rights necessary to develop above this garage, which would be an additional $30
million in savings.
the permanent financing (estimated savings of $4 million to $12 million);
It allows Project Plum to avoid paying property taxes, operating and
maintenance, and future capital improvements to satisfy its parking needs
(estimated savings of $15 million to $30 million );
employees and visitors with substantially reduced parking costs (estimated
savings of $20 million to 35 million); and
In total, the $50 million state I-Cubed grant provides Project Plum with $56 million $122 million of benefits. The market rate charges for the public parking would likely
support all the carrying costs for the future operation of the garage. The garage could
drawn from the Citys vast array of innovators and entrepreneurs. As a critical public
receive.
The garage serves as the building foundation, and then air-rights for a vertical building.
It is possible that the garage generates income necessary to write down the cost of
those air-rights. It is also possible, and fully dependent on compatibility with and
approval of Project Plum, that the garage has floors of additional office or hospitality
lounges, and, of course, lodging. Both would impact the bottom line as another income
private or public land, which would also influence the cost to Project Plum.
Extending the Partnership Through Property Tax Relief
Additionally, the City is offering its greatest possible reduction in both the amount and
duration of tax relief with an estimated savings of up to $15 million. This is based on
anticipated employment levels and sites under consideration. The programs most likely
to be used include the payment in lieu of tax program under Chapters 121A and 121B
or the Tax Increment Financing (TIF) agreement under the Economic Development
Incentive Program (EDIP). The savings does not include tax responsibility, which would
be deferred by the creation of the public parking option, nor does it cover the potential of

and local supports could provide for Project Plum. The estimated range of $64 million
to $137 million will be refined up or down as the specifics of the site and, more
importantly, the desires of Project Plum help determine actual benefits. The report
above, which reflects several steps in the process of innovation, does not include
additional benefits the State and City are offering to contribute to support Project Plum.
Those now follow.
Recognizing that 400 600 or more Project Plum vehicles and 500 or more general
public vehicles have the potential of further congesting already challenged roadways
and commutes, the state and city are combining to offer as much as another $125
million in currently not planned for public improvements in the Seaport District. Those
commute in and out of the Innovation Block for Project Plum employees and visitors.
Specifically, the City, in partnership with its State and Federal government
partners, commit to a significant undertaking to replace the Northern Avenue
million in planning, design, and construction funding. This investment will
significantly improve transportation in the Seaport.
Imagining Even More

work to envision additional transportation and others opportunities to advance the
possibilities for a great project and long-term partnership with Project Plum, including:
It has been confirmed that a helipad could be incorporated into all of the sites
highlighted in the enclosed booklet.
million Federal Highway Administration Ferry Boat Program Discretionary Grant
to expand the vessel fleet with the purchase of two inner harbor ferries. The
vessels will link and enhance access to Downtown, East Boston, Charlestown
and South Boston Waterfront Districts, as well as Logan International Airport for
easier access for Project Plum and other beneficiaries.
home.
The State will provide $1 million in employee training funds, the maximum award
We want to thank you for the opportunity to present this exciting proposal for Project
Plum and The Innovation Block. Thank you also for the outstanding interaction your
team has had with ours. This opportunity builds on the collaboration across
administrations, and, to our knowledge, proposes the most substantial package of
supports offered for a single business development in Boston. We, along with our
partners in the business, academic, and development arenas, look forward to working
closely with you to support Project Plums innovation, growth, and success in Boston.
We are prepared to meet with you to explore this proposal in more depth and breadth,
as we continue our mutual efforts of supporting Imagination at Work.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

John Barros; Ash, Jay (EOHED)
Thx

Date: 11/22/2015 6:04 PM (GMT-05:00)
Cc: "Ash, Jay (EOHED)" <jay.ash@MassMail.State.MA.US>, "Kadish, Steven (GOV)"
<steven.kadish@MassMail.State.MA.US>
With attachment
> Jay and Steve,
>
>
>
>> ________________________________________
>>
>> John, here is a redraft based upon Steve's comments. I've attached the document as a clean draft and a
comparison document.
>
>
>
> -> John Barros
> t: 617-635-5729
>
-John Barros
6th Floor, Room 603
t: 617-635-5729
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

John Barros; Ash, Jay (EOHED)
Thx

Date: 11/22/2015 6:04 PM (GMT-05:00)
With attachment
> Jay and Steve,
>
>
>
>> ________________________________________
>>
>
>
>
> -> John Barros
> t: 617-635-5729
>
-John Barros
6th Floor, Room 603
t: 617-635-5729
From:
To:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

Kadish, Steven (GOV); Povich, Lon (GOV)
Draft Project Plum Letter - redraft 2.docx
I have not reviewed this draft as I am just receiving it as well. If one is doing any work off of
anything I would suggest it be off this draft.
I just got off a conference call with Boston and the project people from GE if you would like
an update let me know.

Date: 11/22/2015 6:04 PM (GMT-05:00)
With attachment
> Jay and Steve,
>
>
>
>> ________________________________________
>>
>
>
>
> -> John Barros
> t: 617-635-5729
>
-John Barros
6th Floor, Room 603
t: 617-635-5729

Massachusetts

City of Boston
DATE
Dear Mr. ____________________,

Imagination at Work
heritage, our culture, our people, and our institutions to seek out new ideas and fight to
Innovation at Work
million in savings.
the permanent financing (estimated savings of $4 million to $12 million);
In total, the $50 million state I-Cubed grant provides Project Plum with $56 million $122 million of benefits. The market rate charges for the public parking would likely
drawn from the Citys vast array of innovators and entrepreneurs. As a critical public
receive.
lounges, and, of course, lodging. Both would impact the bottom line as another income
private or public land, which would also influence the cost to Project Plum.
Extending the Partnership Through Property Tax Relief

importantly, the desires of Project Plum help determine actual benefits. The report
above, which reflects several steps in the process of innovation, does not include
additional benefits the State and City are offering to contribute to support Project Plum.
Those now follow.
and commutes, the state and city are combining to offer as much as another $125
million in currently not planned for public improvements in the Seaport District. Those
commute in and out of the Innovation Block for Project Plum employees and visitors.
partners, commit to a significant undertaking to replace the Northern Avenue
significantly improve transportation in the Seaport.
Imagining Even More

It has been confirmed that a helipad could be incorporated into all of the sites
home.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
From:
To:
Subject:
Date:
Povich, Lon (GOV)

My changes were to the draft Steve sent. Hope they are close. Damn
Lon F. Povich
Boston, MA 02133
(617) 725-4082

To: Kadish, Steven (GOV); Povich, Lon (GOV)
Subject: Fwd: Joint Draft Incentives Letter for Project Plum
I have not reviewed this draft as I am just receiving it as well. If one is doing any work off of
anything I would suggest it be off this draft.
I just got off a conference call with Boston and the project people from GE if you would like
an update let me know.

Date: 11/22/2015 6:04 PM (GMT-05:00)
With attachment
> Jay and Steve,
>
>
>
>> ________________________________________

>>
>
>
>
> -> John Barros
> t: 617-635-5729
>
-John Barros
6th Floor, Room 603
t: 617-635-5729
From:
To:
Subject:
Date:

Ash, Jay (EOHED); Povich, Lon (GOV)
Sec Ash:
Good comments and edits from the City and Lon.
You have the final pen from our team.
I like how Lon has streamlined the beginning. But this is your call. Your public parking
partnership with the foundation of the parking garage is creative and strong!
Next draft from you, sir.
Steve
Sent from my iPhone
On Nov 22, 2015, at 6:42 PM, Povich, Lon (GOV) <lon.povich@MassMail.State.MA.US>
wrote:
My changes were to the draft Steve sent. Hope they are close. Damn
Lon F. Povich
Boston, MA 02133
(617) 725-4082

To: Kadish, Steven (GOV); Povich, Lon (GOV)
Subject: Fwd: Joint Draft Incentives Letter for Project Plum
I have not reviewed this draft as I am just receiving it as well. If one is doing any
work off of anything I would suggest it be off this draft.
I just got off a conference call with Boston and the project people from GE if you
would like an update let me know.

Date: 11/22/2015 6:04 PM (GMT-05:00)
Cc: "Ash, Jay (EOHED)" <jay.ash@MassMail.State.MA.US>, "Kadish, Steven

(GOV)" <steven.kadish@MassMail.State.MA.US>
With attachment
> Jay and Steve,
>
>
>
>> ________________________________________
>>
>> John, here is a redraft based upon Steve's comments. I've attached the document as a clean draft
>
>
>
> -> John Barros
> t: 617-635-5729
>
-John Barros
6th Floor, Room 603
t: 617-635-5729
From:
To:
Cc:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

John Barros
Close. I've narrowed all the recommended changes to just a few. Plz
check out and comment. Thx!
________________________________________
Cc: Ash, Jay (EOHED); Kadish, Steven (GOV)
With attachment
On Sun, Nov 22, 2015 at 6:02 PM, John Barros <john.barros@boston.gov>
wrote:
> Jay and Steve,
>
>
>
>> ________________________________________
>>
>
>
>
> -> John Barros
> t: 617-635-5729
>
-John Barros

6th Floor, Room 603
t: 617-635-5729

Massachusetts

City of Boston
DATE
Dear Mr. ____________________,

Imagination at Work
Commented [j1]: Just read again and check to see if this is what
you mean. I might takeout that for you,
revolution the world has knownmany revolutions, and yet we draw on that experience to
connect with those who can envision even greater breakthroughs. It is the connection
of our heritage, our culture, our people, and our institutions to seek out new ideas and
fight to see them succeed. As we succeed, it is the dream of something even grander
that connects the accomplishments of today with the possibilities of tomorrow.
value. We expect that our continuing dialogue will lead to an outcome that represents
creates a fantastic value proposition for all of us.
Innovation at Work
Commented [j2]: Our folks thought I was overshooting with the

greatest revolution line.
million in savings.
award and construction contributes to a also provide a substantial public benefit - the
creation of additional public parking in the Seaport District. In doing so, it also provides
the following benefits to Project Plum, the ranges for which can be narrowed as site
the permanent financing of a parking garage (estimated savings of $4 million
to $12 million);
In total, the $50 million state I-Cubed grant provides Project Plum with an estimated $56
million - $122 million of benefits. The market rate charges for the public parking would
likely support all the carrying costs for the future operation of the garage. The garage
could have at its base a ground floor for innovation for Project Plum and potentially
others drawn from the Citys vast array of innovators and entrepreneurs. As a critical
public project, fully constructed with public dollars and maintained with operating
Plum would receive.
Commented [j3]: Two points: The $81m is an old number and

the new number is explained below. Also, the air rights savings
could vary widely, unless you know differently, so we thought we
wouldnt reference a number.
Commented [j4]: Recommend deleting this language as it is
contained in 2 paragraphs above.
flex-space for future Project Plum expansion. The possibility of a hotel could enhance
Project Plums convenience as an amenity, providing additional on-site meeting space,
restaurants, lounges, and, of course, lodging. Both would impact the bottom line as
another income generator. Whether with or without a hotel, the air-rights savings would
be influenced by the size of the garage and its ability to reduce the cost of what would
likely be a long-term lease. That lease, depending upon Project Plums siting decision,
might be on private or public land, which would also influence the cost to Project Plum.
Especially enhancing our opportunity to maximize our support to Project Plum would be
your selection of a publicly owned parcel. No savings is therefore assigned to the
securing of air-rights, but the parties look forward to exploring the possibilities once a
site has been selected.
Extending the Partnership Through through Property Tax Relief

importantly, the desires of Project Plum help determine actual benefits on the estimated
and unassigned savings contained in this proposal. The report above, which reflects
several steps in the process of innovation, does not include additional benefits the State
and City are offering to contribute to support Project Plum. Those now follow.
and commutes, the Statestate and Citycity are combining to offer as much as
directly improve the commute in and out of the Innovation Block for Project Plum
employees and visitors.
Commented [j5]: Gov thought we should emphasize this.

Commented [j6]: Seems like we should directly speak to
potential savings as negotiations continue.
Formatted: Underline
partners, commits to a significant undertaking to replace the Northern Avenue
significantly improve transportation in the Seaport District.
Imagining Even More

space at Hanscom Air Force BaseField to accommodate six airplanes for Project
It has beenWe have confirmed that a helipad could be incorporated into all of the
sites highlighted in the enclosed booklet.
Commented [j7]: Dont want to confuse the military with the

civilian air field.

home.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
From:
To:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

kristen.lepore@state.ma.us
Been working on this over the weekend. Sharing with you where we are.
Very close.
________________________________________
To: John Barros
Close. I've narrowed all the recommended changes to just a few. Plz
________________________________________
With attachment
wrote:
> Jay and Steve,
>
>
>
>> ________________________________________
>>
>
>
>
> -> John Barros
> t: 617-635-5729
>
-John Barros
6th Floor, Room 603
t: 617-635-5729

Massachusetts

City of Boston
DATE
Dear Mr. ____________________,

Imagination at Work
revolution the world has knownmany revolutions, and yet we draw on that experience to
connect with those who can envision even greater breakthroughs. It is the connection
of our heritage, our culture, our people, and our institutions to seek out new ideas and
fight to see them succeed. As we succeed, it is the dream of something even grander
that connects the accomplishments of today with the possibilities of tomorrow.
value. We expect that our continuing dialogue will lead to an outcome that represents
creates a fantastic value proposition for all of us.
Innovation at Work
Commented [j2]: Our folks thought I was overshooting with the

greatest revolution line.
million in savings.
award and construction contributes to a also provide a substantial public benefit - the
creation of additional public parking in the Seaport District. In doing so, it also provides
the following benefits to Project Plum, the ranges for which can be narrowed as site
the permanent financing of a parking garage (estimated savings of $4 million
to $12 million);
In total, the $50 million state I-Cubed grant provides Project Plum with an estimated $56
million - $122 million of benefits. The market rate charges for the public parking would
likely support all the carrying costs for the future operation of the garage. The garage
could have at its base a ground floor for innovation for Project Plum and potentially
others drawn from the Citys vast array of innovators and entrepreneurs. As a critical
public project, fully constructed with public dollars and maintained with operating
Plum would receive.
Commented [j3]: Two points: The $81m is an old number and

the new number is explained below. Also, the air rights savings
could vary widely, unless you know differently, so we thought we
wouldnt reference a number.
Commented [j4]: Recommend deleting this language as it is
contained in 2 paragraphs above.
flex-space for future Project Plum expansion. The possibility of a hotel could enhance
Project Plums convenience as an amenity, providing additional on-site meeting space,
restaurants, lounges, and, of course, lodging. Both would impact the bottom line as
another income generator. Whether with or without a hotel, the air-rights savings would
be influenced by the size of the garage and its ability to reduce the cost of what would
likely be a long-term lease. That lease, depending upon Project Plums siting decision,
might be on private or public land, which would also influence the cost to Project Plum.
Especially enhancing our opportunity to maximize our support to Project Plum would be
your selection of a publicly owned parcel. No savings is therefore assigned to the
securing of air-rights, but the parties look forward to exploring the possibilities once a
site has been selected.
Extending the Partnership Through through Property Tax Relief

importantly, the desires of Project Plum help determine actual benefits on the estimated
and unassigned savings contained in this proposal. The report above, which reflects
several steps in the process of innovation, does not include additional benefits the State
and City are offering to contribute to support Project Plum. Those now follow.
and commutes, the Statestate and Citycity are combining to offer as much as
directly improve the commute in and out of the Innovation Block for Project Plum
employees and visitors.
Commented [j5]: Gov thought we should emphasize this.

Commented [j6]: Seems like we should directly speak to
potential savings as negotiations continue.
Formatted: Underline
Imagining Even More

space at Hanscom Air Force BaseField to accommodate six airplanes for Project
It has beenWe have confirmed that a helipad could be incorporated into all of the
sites highlighted in the enclosed booklet.
Commented [j7]: Dont want to confuse the military with the

civilian air field.

home.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
From:
To:
Cc:
Subject:
Date:
Povich, Lon (GOV)

Ash, Jay (EOHED)
When did you send it? Before or after we talked. None of my comments were
legal. Just less rhetoric but up to you totally
Sent from my iPhone
>
> Thx - Lon stuff is good in terms of streamlining for legal, but the
rhetoric is meant to enlarge the opportunities. I did incorporate some
stuff from him, but at this point I'm trying to reduce the re-writes to
only that which is necessary. The draft I just sent you has some short
edits if you wish to check them.
>
> Thx for everything!
> ________________________________________
> To: Ash, Jay (EOHED); Povich, Lon (GOV)
> Subject: Re: Joint Draft Incentives Letter for Project Plum
>
> Sec Ash:
>
> Good comments and edits from the City and Lon.
> You have the final pen from our team.
> I like how Lon has streamlined the beginning. But this is your call.
Your public parking partnership with the foundation of the parking garage
is creative and strong!
>
> Next draft from you, sir.
>
> Steve
>
>
> On Nov 22, 2015, at 6:42 PM, Povich, Lon (GOV)
<lon.povich@MassMail.State.MA.US<mailto:lon.povich@MassMail.State.MA.US>>
wrote:
>
> My changes were to the draft Steve sent. Hope they are close. Damn
>
> Lon F. Povich
> Governors Chief Legal Counsel
> State House, Room 271
> Boston, MA 02133
> (617) 725-4082
>
> To: Kadish, Steven (GOV); Povich, Lon (GOV)

> Subject: Fwd: Joint Draft Incentives Letter for Project Plum
>
>
> I have not reviewed this draft as I am just receiving it as well. If one
is doing any work off of anything I would suggest it be off this draft.
>
> I just got off a conference call with Boston and the project people from
GE if you would like an update let me know.
>
>
> Sent from my Verizon Wireless 4G LTE smartphone
>
>
> -------- Original message -------> From: John Barros
<john.barros@boston.gov<mailto:john.barros@boston.gov>>
> Date: 11/22/2015 6:04 PM (GMT-05:00)
> To: "Ash, Jay (EOHED)"
<jay.ash@MassMail.State.MA.US<mailto:jay.ash@MassMail.State.MA.US>>
> Cc: "Ash, Jay (EOHED)"
<jay.ash@MassMail.State.MA.US<mailto:jay.ash@MassMail.State.MA.US>>,
"Kadish, Steven (GOV)"
<steven.kadish@MassMail.State.MA.US<mailto:steven.kadish@MassMail.State.MA
.US>>
> With attachment
>
>> On Sun, Nov 22, 2015 at 6:02 PM, John Barros
<john.barros@boston.gov<mailto:john.barros@boston.gov>> wrote:
>> Jay and Steve,
>>
>> Here is the latest taking all the edits in consideration
>>
>>
>> On Sun, Nov 22, 2015 at 1:24 PM, Ash, Jay (EOHED)
>> <jay.ash@massmail.state.ma.us<mailto:jay.ash@massmail.state.ma.us>>
wrote:
>>> Sorry, here are the two docs referenced.
>>> ________________________________________
>>> From: Ash, Jay (EOHED)
>>> Sent: Sunday, November 22, 2015 12:32 PM
>>> To: John Barros;
steven.kadish@state.ma.us<mailto:steven.kadish@state.ma.us>
>>> Subject: RE: Joint Draft Incentives Letter for Project Plum
>>>
>>> John, here is a redraft based upon Steve's comments. I've attached
the document as a clean draft and a comparison document.
>>
>>
>>
>> ->> John Barros
>> Chief of Economic Development
>> Office of Mayor Martin J. Walsh
>> 6th Floor, Room 603
>> Boston City Hall, Boston MA 02201
>> t: 617-635-5729
>> http://www.cityofboston.gov
>>
>> SHARE YOUR VISION. SHAPE OUR CITY.
>> http://imagine.boston.gov/
>
>
>
> -> John Barros
> t: 617-635-5729
>
From:
To:
Cc:
Subject:
Date:
Attachments:
John Barros
Ash, Jay (EOHED)
Draft Project Plum Letter - Jay redraft jb.docx
the attachment always helps

> all you edits look good. I have added a few edits from Dave S. Take a
> look and let me know what you think
>
>> Close. I've narrowed all the recommended changes to just a few. Plz
>> check out and comment. Thx!
>> ________________________________________
>> From: John Barros [john.barros@boston.gov]
>> To: Ash, Jay (EOHED)
>> Cc: Ash, Jay (EOHED); Kadish, Steven (GOV)
>> Subject: Re: Joint Draft Incentives Letter for Project Plum
>>
>> With attachment
>>
>> On Sun, Nov 22, 2015 at 6:02 PM, John Barros <john.barros@boston.gov>
>> wrote:
>>> Jay and Steve,
>>>
>>> Here is the latest taking all the edits in consideration
>>>
>>>
>>> On Sun, Nov 22, 2015 at 1:24 PM, Ash, Jay (EOHED)
>>> <jay.ash@massmail.state.ma.us> wrote:
>>>> Sorry, here are the two docs referenced.
>>>> ________________________________________
>>>> From: Ash, Jay (EOHED)
>>>> Sent: Sunday, November 22, 2015 12:32 PM
>>>> To: John Barros; steven.kadish@state.ma.us
>>>> Subject: RE: Joint Draft Incentives Letter for Project Plum
>>>>
>>>> John, here is a redraft based upon Steve's comments. I've attached the
>>>> document as a clean draft and a comparison document.
>>>
>>>
>>>
>>> ->>> John Barros
>>> Chief of Economic Development
>>> Office of Mayor Martin J. Walsh
>>> 6th Floor, Room 603
>>> Boston City Hall, Boston MA 02201
>>> t: 617-635-5729
>>> http://www.cityofboston.gov
>>>
>>> SHARE YOUR VISION. SHAPE OUR CITY.
>>> http://imagine.boston.gov/
>>
>>
>>
>> ->> John Barros
>> t: 617-635-5729
>>
>
>
>
> -> John Barros
> t: 617-635-5729
>
-John Barros
6th Floor, Room 603
t: 617-635-5729

Massachusetts

City of Boston
November 21, 2015

Ann R. Klee, Vice President
Corporate Environment, Health & Safety
Fairfield, CT. 06828
Dear Ms. Klee,
welcome General Electric to put its imagination to work here with us in Boston. Our
capital city is the hub of a knowledge-based ecosystem that will allow GE to contribute
to and benefit from the innovation and transformation across multiple sectors that has
made Boston the thriving and vibrant metropolis it is today. The synergy to be achieved
through The Innovation Block presents promising collaboration to fuel our individual and
collective growth for decades to come.
Imagination at Work
supports for your truly transformative project and for GE to realize its fullest potential.
This proposal respects the culture and values of the participants, and yet is bold enough
to redefine the time-tested tradition of the public-private partnership in a way that is sure
to elevate GE to a new model for acclaim.
Commented [JB1]: I deleted We know that for you

pave the way for the future. We are proud to have been at the start of many
revolutions, and yet we draw on that experience to connect with those who can envision
even greater breakthroughs. It is the connection of our heritage, our culture, our
people, and our institutions to seek out new ideas and fight to see them succeed. As
we succeed, it is the dream of something even grander that connects the
accomplishments of today with the possibilities of tomorrow.
course: GE becoming the centerpiece of an already thriving innovation district in one of
the worlds leading cities. With access to the great minds that the countrys most
educated population has to offer, GE will surely realize much. While that is exciting, the
further realization that GE will push those great minds to achieve even more is where
the potential for great innovation and its concurrent commercialization becomes truly
transformational.
can offer GE. Proving and ultimately delivering upon the best opportunity for GE will
require substantially more collaboration. However, as you review this and engage us
further in understanding the needs and desires of GE and how we can satisfy those
our continuing dialogue will lead to an outcome that creates a fantastic value proposition
for all of us.
Innovation at Work
commerce, innovation, talent, institutions, transportation, and quality of life that GE
seeks. The right combination of supports, both direct and not so direct, will complement
those connectors and propel GE to a desired decision point.
The attached offers potential locations for the GE home (including options outside of the
target area as a means of further consideration and comparison). To support a selected
location, we envision providing an imaginative combination of direct and ancillary
benefits to create what we are dubbing The Innovation Block.
The Innovation Block is a development that provides a home for GE, and could result in
the co-location of additional features that amplify and ignite the innovation that GE
brings. The State and City propose building a $50 million combined corporate and
public parking garage with 800 - 1,000 spaces, funded through the States Infrastructure
Investment Incentive (I-Cubed) program. This will relieve GE from the cost of
constructing or operating a parking facility while providing a potentially free and
convenient service for your workforce and visitors, and the foundation for a high rise
above the garage, if desired.
The garage, to be constructed in full coordination and perhaps by GEs contractor, will
also provide a substantial public benefit - the creation of additional public parking in the
Seaport District. In doing so, it also provides the following benefits to GE, the ranges for
which can be narrowed as site selection and further imagination is put to work:
It relieves GE from the responsibility of the cost of constructing its own parking
facility (estimated savings of $12 million to $30 million);
It spares GE the cost of interest associated with paying the debt on the
permanent financing of a parking garage (estimated savings of $4 million to
$12 million);
It allows GE to avoid payingmitigate property tax expenseses, operating and
maintenance expenses, and future capital improvements expenses to satisfy
its parking needs (estimated savings of $15 million to $30 million );
It creates an opportunity for GE to offer a great amenity by providing
In total, the $50 million state I-Cubed grant provides GE with an estimated $56 million $122 million of benefits. The market rate charges for the public parking would likely
have at its base a ground floor for innovation for GE and potentially others drawn from
the Citys vast array of innovators and entrepreneurs. As a critical public project, fully
benefit created allows for and justifies the private benefit GE would receive.
The garage serves as the building foundation, and air-rights for a vertical building. It is
possible that the garage generates income necessary to write down the cost of those
air-rights. It is also possible, and fully dependent on compatibility with and approval of
GE, that the garage has floors of additional office or hospitality upon it as well. The
additional office, not initially occupied by GE, would allow flex-space for future GE
expansion. The possibility of a hotel could enhance GEs convenience as an amenity,
providing additional on-site meeting space, restaurants, lounges, and, of course,
lodging. Both would impact the bottom line as another income generator. Whether with
or without a hotel, the air-rights savings would be influenced by the size of the garage
and its ability to reduce the cost of what would likely be a long-term lease. That lease,
depending upon GEs siting decision, might be on private or public land, which would
also influence the cost to GE. Especially enhancing our opportunity to maximize our
support to GE would be your selection of a publicly owned parcel. No savings is
therefore assigned to the securing of air-rights, but the parties look forward to exploring
the possibilities once a site has been selected.
Extending the Partnership through Property Tax Relief
be deferred mitigated by the creation of the public parking option, nor does it cover the
potential of additional office or hospitality as part of the project. Should GE expand to
include either or both of those options, additional tax relief could be considered
negotiated.
and local supports could provide for GE. The estimated range of $64 million to $137
million will be refined up or down as the specifics of the site and, more importantly, the
desires of GE help determine actual benefits on the estimated and unassigned savings
contained in this proposal. The report above, which reflects several steps in the
process of innovation, does not include additional benefits the State and City are
offering to contribute to support GE. Those now follow.
Recognizing that 400 600 or more GE vehicles and 500 or more general public
vehicles have the potential of further congesting already challenged roadways and
commutes, the State and City are combining to offer as much as another $125 million in
currently not planned for public improvements in the Seaport District. Those
commute in and out of the Innovation Block for GE employees and visitors.
Additionally, the State will coordinate with the City and GE to undertake $25
million in local street improvements and/or public transportation enhancements.
Those infrastructure improvements will target various modes of transportation
and should make the district an even more appealing center of commerce and
livability.
Imagining Even More

possibilities for a great project and long-term partnership with GE, including:
related permitting. That commitment will support GEs relocation and expansion
plans. Specifically, we will establish a Joint State-City Task Force to provide a
single point of access to government services that support every step in the
development and relocation process.
space at Hanscom Field to accommodate six airplanes for GE to fly to and from
Logan International Airport, with the possibility for space to become available at
Logan as well. Massport is open to a negotiation about these and other
possibilities.
We have confirmed that a helipad could be incorporated into all of the sites
There is the potential for GE to partner with and benefit from a $1.6 million
Federal Highway Administration Ferry Boat Program Discretionary Grant to
expand the vessel fleet with the purchase of two inner harbor ferries. The
easier access for GE and other beneficiaries.
The Boston Home Center will work with GE through the Boston Live Near You
Work Initiative to create a homebuying match loan program for GE employees,
building off of the existing BHC loan program. For those desiring an option
outside of Boston proper, the State will work with MassHousing to explore
replicating the Boston model.
We will partner with the Bostons City Hall To Go truck to visit GE every day for a
week upon opening and quarterly during GEs first year in Boston to offer a range
of on-site services from the state and city, such as applying for a state license
registry locations as well for GE staff and family to be expedited through the
registry process. These and other services will be coordinated by a concierge
service to be established jointly by the State and City to support your employees
as they transition to their new Massachusetts home.
We want to thank you for the opportunity to present this exciting proposal for GE and
The Innovation Block. Thank you also for the outstanding interaction your team has had
with ours. This opportunity builds on the collaboration across administrations, and, to
our knowledge, proposes the most substantial package of supports offered for a single
business development in Boston. We, along with our partners in the business,
GEs innovation, growth, and success in Boston. We are prepared to meet with you to
explore this proposal in more depth and breadth, as we continue our mutual efforts of
supporting Imagination at Work.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

John Barros
Awesome - let's run with this. You want to send it out tonight as a
draft? How about if we print it out and get the Gov to sign it in the
morning and then deliver down to you for the Mayor's signature and your
delivery?
Great job all!
________________________________________
wrote:
> all you edits look good. I have added a few edits from Dave S. Take a
> look and let me know what you think
>
>> Close. I've narrowed all the recommended changes to just a few. Plz
>> ________________________________________
>> Cc: Ash, Jay (EOHED); Kadish, Steven (GOV)
>>
>> With attachment
>>
wrote:
>>> Jay and Steve,
>>>
>>> Here is the latest taking all the edits in
considerationhttps://legacyemail.state.ma.us/OWA/?ae=PreFormAction&t=IPM.N
ote&a=ReplyAll&id=RgAAAABEiD90Vx%2fCQY4QvdH62sioBwCfJOryxSW1SoRIN%2bm3Bwph
AAgu2NqpAACfJOryxSW1SoRIN%2bm3BwphABAQXa97AAAJ#
>>>
>>>
>>>> Sorry, here are the two docs referenced.
>>>> ________________________________________
>>>> From: Ash, Jay (EOHED)
>>>> To: John Barros; steven.kadish@state.ma.us

>>>> Subject: RE: Joint Draft Incentives Letter for Project Plum
>>>>
>>>> John, here is a redraft based upon Steve's comments. I've attached
>>>
>>>
>>>
>>> t: 617-635-5729
>>>
>>
>>
>>
>> ->> John Barros
>> t: 617-635-5729
>>
>
>
>
> -> John Barros
> t: 617-635-5729
>
-John Barros
6th Floor, Room 603
t: 617-635-5729
From:
To:
Cc:
Subject:
Date:
John Barros
Ash, Jay (EOHED)
Perfect. I'll send it along as a draft and left them know final signed
copy will be sent tomorrow.
Thanks for your partnership and work on this.
> Awesome - let's run with this. You want to send it out tonight as a
> draft? How about if we print it out and get the Gov to sign it in the
> morning and then deliver down to you for the Mayor's signature and your
> delivery?
>
> Great job all!
> ________________________________________
> From: John Barros [john.barros@boston.gov]
> Cc: Kadish, Steven (GOV)
>
> the attachment always helps
>
> On Sun, Nov 22, 2015 at 8:06 PM, John Barros <john.barros@boston.gov>
> wrote:
>> all you edits look good. I have added a few edits from Dave S. Take a
>> look and let me know what you think
>>
>> <jay.ash@massmail.state.ma.us> wrote:
>>> Close. I've narrowed all the recommended changes to just a few. Plz
>>> check out and comment. Thx!
>>> ________________________________________
>>> From: John Barros [john.barros@boston.gov]
>>> To: Ash, Jay (EOHED)
>>> Cc: Ash, Jay (EOHED); Kadish, Steven (GOV)
>>> Subject: Re: Joint Draft Incentives Letter for Project Plum
>>>
>>> With attachment
>>>
>>> On Sun, Nov 22, 2015 at 6:02 PM, John Barros <john.barros@boston.gov>
>>> wrote:
>>>> Jay and Steve,
>>>>
>>>> Here is the latest taking all the edits in
>>>> considerationhttps://legacyemail.state.ma.us/OWA/?
ae=PreFormAction&t=IPM.Note&a=ReplyAll&id=RgAAAABEiD90Vx%2fCQY4QvdH62sioBwCfJOryxSW1SoRIN%2bm3BwphAAgu2NqpAACfJOryxSW1SoRIN%2bm3BwphABAQXa97AAAJ#
>>>>
>>>>
>>>> On Sun, Nov 22, 2015 at 1:24 PM, Ash, Jay (EOHED)
>>>> <jay.ash@massmail.state.ma.us> wrote:
>>>>> Sorry, here are the two docs referenced.
>>>>> ________________________________________
>>>>> From: Ash, Jay (EOHED)
>>>>> Sent: Sunday, November 22, 2015 12:32 PM
>>>>> To: John Barros; steven.kadish@state.ma.us
>>>>> Subject: RE: Joint Draft Incentives Letter for Project Plum
>>>>>
>>>>> John, here is a redraft based upon Steve's comments. I've attached
>>>>> the document as a clean draft and a comparison document.
>>>>
>>>>
>>>>
>>>> ->>>> John Barros
>>>> Chief of Economic Development
>>>> Office of Mayor Martin J. Walsh
>>>> 6th Floor, Room 603
>>>> Boston City Hall, Boston MA 02201
>>>> t: 617-635-5729
>>>> http://www.cityofboston.gov
>>>>
>>>> SHARE YOUR VISION. SHAPE OUR CITY.
>>>> http://imagine.boston.gov/
>>>
>>>
>>>
>>> t: 617-635-5729
>>>
>>
>>
>>
>> ->> John Barros
>> t: 617-635-5729
>>
>
>
>
> -> John Barros
> t: 617-635-5729
>
-John Barros
6th Floor, Room 603
t: 617-635-5729
From:
To:
Cc:
Subject:
Date:

John Barros
Ash, Jay (EOHED)
I'm not as fast as you two.

Let me send some possible edits to Jay in the next few minutes.
My apologies.
Sent from my iPhone
> On Nov 22, 2015, at 8:30 PM, John Barros <john.barros@boston.gov> wrote:
>
> Perfect. I'll send it along as a draft and left them know final signed
> copy will be sent tomorrow.
>
> Thanks for your partnership and work on this.
>
>> Awesome - let's run with this. You want to send it out tonight as a
draft? How about if we print it out and get the Gov to sign it in the
morning and then deliver down to you for the Mayor's signature and your
delivery?
>>
>> Great job all!
>> ________________________________________
>> Cc: Kadish, Steven (GOV)
>>
>> the attachment always helps
>>
>>> On Sun, Nov 22, 2015 at 8:06 PM, John Barros <john.barros@boston.gov>
wrote:
>>> all you edits look good. I have added a few edits from Dave S. Take a
>>> look and let me know what you think
>>>
>>>> Close. I've narrowed all the recommended changes to just a few. Plz
>>>> ________________________________________
>>>> From: John Barros [john.barros@boston.gov]
>>>> To: Ash, Jay (EOHED)
>>>> Cc: Ash, Jay (EOHED); Kadish, Steven (GOV)
>>>> Subject: Re: Joint Draft Incentives Letter for Project Plum
>>>>
>>>> With attachment
>>>>
>>>>> On Sun, Nov 22, 2015 at 6:02 PM, John Barros
<john.barros@boston.gov> wrote:
>>>>> Jay and Steve,
>>>>>
>>>>> Here is the latest taking all the edits in
considerationhttps://legacyemail.state.ma.us/OWA/?ae=PreFormAction&t=IPM.N
ote&a=ReplyAll&id=RgAAAABEiD90Vx%2fCQY4QvdH62sioBwCfJOryxSW1SoRIN%2bm3Bwph
AAgu2NqpAACfJOryxSW1SoRIN%2bm3BwphABAQXa97AAAJ#
>>>>>
>>>>>
>>>>> On Sun, Nov 22, 2015 at 1:24 PM, Ash, Jay (EOHED)
>>>>> <jay.ash@massmail.state.ma.us> wrote:
>>>>>> Sorry, here are the two docs referenced.
>>>>>> ________________________________________
>>>>>> From: Ash, Jay (EOHED)
>>>>>> Sent: Sunday, November 22, 2015 12:32 PM
>>>>>> To: John Barros; steven.kadish@state.ma.us
>>>>>> Subject: RE: Joint Draft Incentives Letter for Project Plum
>>>>>>
>>>>>> John, here is a redraft based upon Steve's comments. I've attached
>>>>>
>>>>>
>>>>>
>>>>> ->>>>> John Barros
>>>>> Chief of Economic Development
>>>>> Office of Mayor Martin J. Walsh
>>>>> 6th Floor, Room 603
>>>>> Boston City Hall, Boston MA 02201
>>>>> t: 617-635-5729
>>>>> http://www.cityofboston.gov
>>>>>
>>>>> SHARE YOUR VISION. SHAPE OUR CITY.
>>>>> http://imagine.boston.gov/
>>>>
>>>>
>>>>
>>>> t: 617-635-5729
>>>>
>>>
>>>
>>>
>>> t: 617-635-5729
>>>
>>
>>
>>
>> ->> John Barros
>> t: 617-635-5729
>>
>
>
>
> -> John Barros
> t: 617-635-5729
>
From:
To:
Cc:
Subject:
Date:
Attachments:
John Barros
Ash, Jay (SEA); Mo Cowan
Project Plum Letter from Governor Baker and Mayor Walsh
Boston MA Project Plum Letter .pdf
Jim.
As per our earlier conversation, attached is the draft letter
regarding Project Plum.
The Governor and Mayor will sign it tomorrow and a hard copy will be
delivered promptly afterwards. If you have any questions or need
further detail on anything outlined in the letter please let us know.
Thank you.
Best,
John
-John Barros
6th Floor, Room 603
t: 617-635-5729

Governor Charles D. Baker Mayor Martin J. Walsh
Massachusetts City of Boston

November 21, 2015

Dear Ms. Klee,
Imagination at Work

course: GE becoming the centerpiece of an already thriving innovation district in one of
the worlds leading cities. With access to the great minds that the countrys most
educated population has to offer, GE will surely realize much. While that is exciting, the
further realization that GE will push those great minds to achieve even more is where
the potential for great innovation and its concurrent commercialization becomes truly
transformational.
require substantially more collaboration. However, as you review this and engage us
further in understanding the needs and desires of GE and how we can satisfy those
our continuing dialogue will lead to an outcome that creates a fantastic value proposition
for all of us.
Innovation at Work

$12 million);
It allows GE to mitigate property tax expenses, operating and maintenance
expenses, and future capital improvements expenses to satisfy its parking
needs (estimated savings of $15 million to $30 million );

be mitigated by the creation of the public parking option, nor does it cover the potential
of additional office or hospitality as part of the project. Should GE expand to include
either or both of those options, additional tax relief could be considered.

livability.
Imagining Even More

possibilities.
with ours. This opportunity builds on the collaboration across administrations, and, to
our knowledge, proposes the most substantial package of supports offered for a single
business development in Boston. We, along with our partners in the business,
GEs innovation, growth, and success in Boston. We are prepared to meet with you to
explore this proposal in more depth and breadth, as we continue our mutual efforts of
supporting Imagination at Work.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
From:
To:
Cc:
Subject:
Date:

John Barros
Ash, Jay (SEA); Mo Cowan
Re: Project Plum Letter from Governor Baker and Mayor Walsh
Thank you, John. And thanks to the Team at-large. I will populate on my
side. Jim
> On Nov 22, 2015, at 8:40 PM, John Barros <john.barros@boston.gov> wrote:
>
> Jim.
>
> As per our earlier conversation, attached is the draft letter
> regarding Project Plum.
>
> The Governor and Mayor will sign it tomorrow and a hard copy will be
> delivered promptly afterwards. If you have any questions or need
> further detail on anything outlined in the letter please let us know.
> Thank you.
>
> Best,
> John
>
> -> John Barros
> t: 617-635-5729
>
https://urldefense.proofpoint.com/v2/url?u=http-3A__www.cityofboston.gov&d
=CwIBaQ&c=IV_clAzoPDE253xZdHuilRgztyh_RiV3wUrLrDQYWSI&r=jMP309mCjs-sV5T9Va
auM-O-PyGU3CIV3oIfqypbvpc&m=6WFuxSBlND4jhnDqOpcWQ1wl6H7ssjedGPtdT75X7_M&s=
j9J-aBdsbpeIepQWUOhW2kw_nyx03cGUyoFYU-LaoQ0&e=
>
>
https://urldefense.proofpoint.com/v2/url?u=http-3A__imagine.boston.gov_&d=
CwIBaQ&c=IV_clAzoPDE253xZdHuilRgztyh_RiV3wUrLrDQYWSI&r=jMP309mCjs-sV5T9Vaa
uM-O-PyGU3CIV3oIfqypbvpc&m=6WFuxSBlND4jhnDqOpcWQ1wl6H7ssjedGPtdT75X7_M&s=WDYGnw1lfVTpFMJXzoBDk8QuaNFDGbyKpmf8yawpxQ&e=
> <Boston MA Project Plum Letter .pdf>
From:
To:
Subject:
Date:

Ash, Jay (EOHED)
Three suggestions:
1. Drop the paragraph: During our time together...
This doesn't really add anything and actually sounds soft.
2. For the paragraph starting with the enclosed booklet: only use the
first, second and last sentences.
Or whatever is grammatically correct. Again, there is superfluous language
that may cause issues.
3. In the close: I'm not sure that I would call this the '... most
substantial package...
It is something that you might say, but not put in the proposal?!
Sent from my iPhone
>
> Close. I've narrowed all the recommended changes to just a few. Plz
> ________________________________________
> Cc: Ash, Jay (EOHED); Kadish, Steven (GOV)
>
> With attachment
>
wrote:
>> Jay and Steve,
>>
>>
>>
>>> ________________________________________
>>> To: John Barros; steven.kadish@state.ma.us
>>>
>>> John, here is a redraft based upon Steve's comments. I've attached
>>
>>
>>
>> ->> John Barros
>> t: 617-635-5729
>>
>
>
>
> -> John Barros
> t: 617-635-5729
>
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

John Barros
If you can make any of these but up to you.

Date: 11/22/2015 8:43 PM (GMT-05:00)
Three suggestions:
2. For the paragraph starting with the enclosed booklet: only use the first, second and last sentences.
Or whatever is grammatically correct. Again, there is superfluous language that may cause issues.
3. In the close: I'm not sure that I would call this the '... most substantial package...
Sent from my iPhone
>
> Close. I've narrowed all the recommended changes to just a few. Plz check out and comment. Thx!
> ________________________________________
>
> With attachment
>
>> On Sun, Nov 22, 2015 at 6:02 PM, John Barros <john.barros@boston.gov> wrote:
>> Jay and Steve,
>>
>>
>>
>>> ________________________________________

>>>
>>> John, here is a redraft based upon Steve's comments. I've attached the document as a clean draft and a
>>
>>
>>
>> ->> John Barros
>> t: 617-635-5729
>>
>
>
>
> -> John Barros
> t: 617-635-5729
>
From:
To:
Subject:
Date:
Ash, Jay (EOHED)

Got it.

Date: 11/22/2015 8:43 PM (GMT-05:00)
Three suggestions:
Sent from my iPhone
>
> Close. I've narrowed all the recommended changes to just a few. Plz check out and comment. Thx!
> ________________________________________
>
> With attachment
>
>> Jay and Steve,
>>
>>
>>
>>> ________________________________________

>>>
>>> John, here is a redraft based upon Steve's comments. I've attached the document as a clean draft and a
>>
>>
>>
>> ->> John Barros
>> t: 617-635-5729
>>
>
>
>
> -> John Barros
> t: 617-635-5729
>
From:
To:
Subject:
Date:
John Barros
Ash, Jay (SEA)
The draft was sent but I will go look at these and send you a finally for the Gov's signature
Sent from my iPhone
On Nov 22, 2015, at 8:45 PM, Ash, Jay (SEA) <jay.ash@state.ma.us> wrote:
If you can make any of these but up to you.

Date: 11/22/2015 8:43 PM (GMT-05:00)
Three suggestions:
Sent from my iPhone
>
> Close. I've narrowed all the recommended changes to just a few. Plz check out and comment.
Thx!
> ________________________________________
>
> With attachment
>
>> Jay and Steve,
>>

>>
>>
>>> ________________________________________
>>>
>>> John, here is a redraft based upon Steve's comments. I've attached the document as a clean draft
>>
>>
>>
>> ->> John Barros
>> t: 617-635-5729
>>
>
>
>
> -> John Barros
> t: 617-635-5729
>
From:
To:
Cc:
Subject:
Date:
Attachments:
John Barros
Ash, Jay (EOHED); Lauren Jones
Gentleman,
Here is the final draft for the Governor's signature.
Thanks for all you work on this.
John
On Sun, Nov 22, 2015 at 8:37 PM, Kadish, Steven (GOV)

<steven.kadish@massmail.state.ma.us> wrote:
> I'm not as fast as you two.
> Let me send some possible edits to Jay in the next few minutes.
> My apologies.
>
>
>> On Nov 22, 2015, at 8:30 PM, John Barros <john.barros@boston.gov> wrote:
>>
>> Perfect. I'll send it along as a draft and left them know final signed
>> copy will be sent tomorrow.
>>
>> Thanks for your partnership and work on this.
>>
>>> Awesome - let's run with this. You want to send it out tonight as a
>>> draft? How about if we print it out and get the Gov to sign it in the
>>> morning and then deliver down to you for the Mayor's signature and your
>>> delivery?
>>>
>>> Great job all!
>>> ________________________________________
>>> Cc: Kadish, Steven (GOV)
>>>
>>> the attachment always helps
>>>
>>>> On Sun, Nov 22, 2015 at 8:06 PM, John Barros <john.barros@boston.gov>
>>>> wrote:
>>>> all you edits look good. I have added a few edits from Dave S. Take a
>>>> look and let me know what you think
>>>>
>>>>> Close. I've narrowed all the recommended changes to just a few. Plz
>>>>> check out and comment. Thx!
>>>>> ________________________________________
>>>>> From: John Barros [john.barros@boston.gov]
>>>>> To: Ash, Jay (EOHED)
>>>>> Cc: Ash, Jay (EOHED); Kadish, Steven (GOV)
>>>>> Subject: Re: Joint Draft Incentives Letter for Project Plum
>>>>>
>>>>> With attachment
>>>>>
>>>>>> On Sun, Nov 22, 2015 at 6:02 PM, John Barros <john.barros@boston.gov>
>>>>>> wrote:
>>>>>> Jay and Steve,
>>>>>>
>>>>>> Here is the latest taking all the edits in
>>>>>> considerationhttps://legacyemail.state.ma.us/OWA/?
>>>>>>
>>>>>>
>>>>>> On Sun, Nov 22, 2015 at 1:24 PM, Ash, Jay (EOHED)
>>>>>> <jay.ash@massmail.state.ma.us> wrote:
>>>>>>> Sorry, here are the two docs referenced.
>>>>>>> ________________________________________
>>>>>>> From: Ash, Jay (EOHED)
>>>>>>> Sent: Sunday, November 22, 2015 12:32 PM
>>>>>>> To: John Barros; steven.kadish@state.ma.us
>>>>>>> Subject: RE: Joint Draft Incentives Letter for Project Plum
>>>>>>>
>>>>>>> John, here is a redraft based upon Steve's comments. I've attached
>>>>>>> the document as a clean draft and a comparison document.
>>>>>>
>>>>>>
>>>>>>
>>>>>> ->>>>>> John Barros
>>>>>> Chief of Economic Development
>>>>>> Office of Mayor Martin J. Walsh
>>>>>> 6th Floor, Room 603
>>>>>> Boston City Hall, Boston MA 02201
>>>>>> t: 617-635-5729
>>>>>> http://www.cityofboston.gov
>>>>>>
>>>>>> SHARE YOUR VISION. SHAPE OUR CITY.
>>>>>> http://imagine.boston.gov/
>>>>>
>>>>>
>>>>>
>>>>> t: 617-635-5729
>>>>>
>>>>
>>>>
>>>>
>>>> t: 617-635-5729
>>>>
>>>
>>>
>>>
>>> t: 617-635-5729
>>>
>>
>>
>>
>> ->> John Barros
>> t: 617-635-5729
>>
-John Barros
6th Floor, Room 603
t: 617-635-5729


November 21, 2015

Dear Ms. Klee,
Imagination at Work
Boston, MA General Electric Proposal
Page 1

require substantially more collaboration. We expect that our continuing dialogue will
lead to an outcome that creates a fantastic value proposition for all of us.
Innovation at Work
Page 2
$12 million);
Page 3

livability.
Page 4
Imagining Even More

possibilities.
Page 5
with ours. We, along with our partners in the business, academic, and development
arenas, look forward to working closely with you to support GEs innovation, growth, and
success in Boston. We are prepared to meet with you to explore this proposal in more
Work.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
Page 6
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

John Barros; Kadish, Steven (GOV)
Ash, Jay (EOHED); Lauren Jones
Thx John and yours!

Date: 11/22/2015 9:24 PM (GMT-05:00)
Cc: "Ash, Jay (EOHED)" <jay.ash@MassMail.State.MA.US>, Lauren Jones <lauren.jones@boston.gov>
Gentleman,
John

> My apologies.
>
>
>>
>>
>>
>>> Awesome - let's run with this. You want to send it out tonight as a draft? How about if we print it out and get the Gov to sign it in the morning and then deliver down to you for the Mayor's
signature and your delivery?
>>>
>>> Great job all!
>>> ________________________________________
>>>
>>>
>>>> On Sun, Nov 22, 2015 at 8:06 PM, John Barros <john.barros@boston.gov> wrote:
>>>>
>>>>> Close. I've narrowed all the recommended changes to just a few. Plz check out and comment. Thx!
>>>>> ________________________________________
>>>>>
>>>>>
>>>>>> On Sun, Nov 22, 2015 at 6:02 PM, John Barros <john.barros@boston.gov> wrote:
>>>>>>
>>>>>> Here is the latest taking all the edits in considerationhttps://legacyemail.state.ma.us/OWA/?
>>>>>>
>>>>>>
>>>>>>> ________________________________________
>>>>>>>
>>>>>>> John, here is a redraft based upon Steve's comments. I've attached the document as a clean draft and a comparison document.
>>>>>>
>>>>>>
>>>>>>
>>>>>> ->>>>>> John Barros

>>>>>> t: 617-635-5729
>>>>>>
>>>>>
>>>>>
>>>>>
>>>>> t: 617-635-5729
>>>>>
>>>>
>>>>
>>>>
>>>> t: 617-635-5729
>>>>
>>>
>>>
>>>
>>> t: 617-635-5729
>>>
>>
>>
>>
>> ->> John Barros
>> t: 617-635-5729
>>
-John Barros
6th Floor, Room 603
t: 617-635-5729
From:
To:
Subject:
Date:
Attachments:
Ash, Jay (EOHED)

Thx! Good work!

Date: 11/22/2015 9:24 PM (GMT-05:00)
Cc: "Ash, Jay (EOHED)" <jay.ash@MassMail.State.MA.US>, Lauren Jones <lauren.jones@boston.gov>
Gentleman,
John

> My apologies.
>
>
>>
>>
>>
>>> Awesome - let's run with this. You want to send it out tonight as a draft? How about if we print it out and get the Gov to sign it in the morning and then deliver down to you for the Mayor's
>>>
>>> Great job all!
>>> ________________________________________
>>>
>>>
>>>> On Sun, Nov 22, 2015 at 8:06 PM, John Barros <john.barros@boston.gov> wrote:
>>>>
>>>>> Close. I've narrowed all the recommended changes to just a few. Plz check out and comment. Thx!
>>>>> ________________________________________
>>>>>
>>>>>
>>>>>> On Sun, Nov 22, 2015 at 6:02 PM, John Barros <john.barros@boston.gov> wrote:
>>>>>>
>>>>>> Here is the latest taking all the edits in considerationhttps://legacyemail.state.ma.us/OWA/?
>>>>>>
>>>>>>
>>>>>>> ________________________________________
>>>>>>>
>>>>>>> John, here is a redraft based upon Steve's comments. I've attached the document as a clean draft and a comparison document.
>>>>>>
>>>>>>
>>>>>>
>>>>>> ->>>>>> John Barros

>>>>>> t: 617-635-5729
>>>>>>
>>>>>
>>>>>
>>>>>
>>>>> t: 617-635-5729
>>>>>
>>>>
>>>>
>>>>
>>>> t: 617-635-5729
>>>>
>>>
>>>
>>>
>>> t: 617-635-5729
>>>
>>
>>
>>
>> ->> John Barros
>> t: 617-635-5729
>>
-John Barros
6th Floor, Room 603
t: 617-635-5729


November 21, 2015

Dear Ms. Klee,
Imagination at Work
Page 1

Innovation at Work
Page 2
$12 million);
Page 3

livability.
Page 4
Imagining Even More

possibilities.
Page 5
Work.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
Page 6
From:
To:
Subject:
Date:
Attachments:

Pollack, Stephanie (DOT); Lepore, Kristen (ANF); Ash, Jay (EOHED); Povich, Lon (GOV)
ATT00001.htm
Sec Lepore and Sec Pollack:

Attached is the proposal for the GE project likely in the Seaport area.
It includes a creative public private partnership for a parking garage that triggers I-cubed funds.
This will go to GE this morning.
Sec Ash has the lead.
Please let us know if you have any questions.
Best,
Steve
Sent from my iPhone
From: John Barros <john.barros@boston.gov>
Date: November 22, 2015 at 9:24:10 PM EST
To: "Kadish, Steven (GOV)" <steven.kadish@massmail.state.ma.us>
Cc: "Ash, Jay (EOHED)" <jay.ash@massmail.state.ma.us>, Lauren Jones <lauren.jones@boston.gov>
Gentleman,
John
I'm not as fast as you two.
Let me send some possible edits to Jay in the next few minutes.
My apologies.
Sent from my iPhone
On Nov 22, 2015, at 8:30 PM, John Barros <john.barros@boston.gov> wrote:
Perfect. I'll send it along as a draft and left them know final signed
copy will be sent tomorrow.
Thanks for your partnership and work on this.
Awesome - let's run with this. You want to send it out tonight as a draft? How about if we print it out and get the Gov to sign it in the morning and then deliver down to you for the Mayor's
Great job all!
________________________________________
all you edits look good. I have added a few edits from Dave S. Take a
look and let me know what you think
Close. I've narrowed all the recommended changes to just a few. Plz check out and comment. Thx!
________________________________________
With attachment
Jay and Steve,
Here is the latest taking all the edits in considerationhttps://legacyemail.state.ma.us/OWA/?

________________________________________

John, here is a redraft based upon Steve's comments. I've attached the document as a clean draft and a comparison document.
-John Barros
6th Floor, Room 603
t: 617-635-5729
-John Barros
6th Floor, Room 603
t: 617-635-5729
-John Barros
6th Floor, Room 603
t: 617-635-5729
-John Barros
6th Floor, Room 603
t: 617-635-5729
-John Barros
6th Floor, Room 603
t: 617-635-5729
-John Barros
6th Floor, Room 603
t: 617-635-5729



November 21, 2015

Dear Ms. Klee,
Imagination at Work
Page 1

Innovation at Work
Page 2
$12 million);
Page 3

livability.
Page 4
Imagining Even More

possibilities.
Page 5
Work.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
Page 6
From:
To:
Subject:
Date:
Jay Ash
Fwd: Plum
Jay FYI. That was fast! I'll coordinate with John but I think we should have A&F on the call.
I'll be in later this morning. I thought the letter looked great!
Mike Kennealy
From: "Eisenstadt, Amy (GE, Corporate)" <amy.eisenstadt@ge.com>
To: "john.barros@boston.gov" <john.barros@boston.gov>, "Kennealy, Michael
Subject: Plum
Thanks for the submission last night. I have reviewed it and the regulations for
the bond program. I have a number of technical questions about the program and
the proposal. Can we do a call tomorrow morning to discuss?
Sent from my iPad
From:
To:
Subject:
Date:
John Barros
Fwd: Plum
John, noon is tough for me but I can make it work if needed. I think we should have A&F on
the call since I-Cubed is theirs and they will know the details - what do you think?
Mike Kennealy
From: "Eisenstadt, Amy (GE, Corporate)" <amy.eisenstadt@ge.com>
To: "john.barros@boston.gov" <john.barros@boston.gov>, "Kennealy, Michael
Subject: Plum
Thanks for the submission last night. I have reviewed it and the regulations for
the bond program. I have a number of technical questions about the program and
the proposal. Can we do a call tomorrow morning to discuss?
Sent from my iPad
From:
To:
Subject:
Date:
John Barros
Re: Plum
Yes but I misread her email. Tomorrow AM good for me before 1030.
Mike Kennealy
Were you referring to noon tomorrow?
---------- Forwarded message ---------From: Eisenstadt, Amy (GE, Corporate) <amy.eisenstadt@ge.com>
Date: Mon, Nov 23, 2015 at 8:25 AM
Subject: Re: Plum
To: John Barros <john.barros@boston.gov>
Tuesday morning. Name a time other than 11.
Sent from my iPad
On Nov 23, 2015, at 8:24 AM, John Barros <john.barros@boston.gov<mailto:john.barros@boston.gov>> wrote:
Amy,
Michael and I are glad to figure out some time that would work for a call. Do you mean a call today when you write
"tomorrow morning?"
Johh
On Mon, Nov 23, 2015 at 7:50 AM, Eisenstadt, Amy (GE, Corporate)
<amy.eisenstadt@ge.com<mailto:amy.eisenstadt@ge.com>> wrote:
Thanks for the submission last night. I have reviewed it and the regulations for the bond program. I have a number of
technical questions about the program and the proposal. Can we do a call tomorrow morning to discuss?
Sent from my iPad
-John Barros
6th Floor, Room 603
t: 617-635-5729
http://www.cityofboston.gov<https://urldefense.proofpoint.com/v2/url?u=http3A__www.cityofboston.gov&d=CwMFaQ&c=IV_clAzoPDE253xZdHuilRgztyh_RiV3wUrLrDQYWSI&r=H5UBAcrNVbw8cCNRciouCFogbdFsBHQaW8Swp0XhoM&m=yeZwLS2ZvzF_yUvvwNYojMtP8veZ9qUaI_ookgDCKI&s=cN_PGwsTRHc0I3bRzjbl8vq7xcQF6Aun_D0tRlsohXI&e=>
http://imagine.boston.gov/<https://urldefense.proofpoint.com/v2/url?u=http3A__imagine.boston.gov_&d=CwMFaQ&c=IV_clAzoPDE253xZdHuilRgztyh_RiV3wUrLrDQYWSI&r=H5UBAcrNVbw8cCNRciouCFogbdFsBHQaW8Swp0XhoM&m=yeZwLS2ZvzF_yUvvwNYojMtP8veZ9qUaI_ookgDCKI&s=DEmswgJBMCfMzTbh8Bm7W3VEnXvZMRclqCoEmU7WvjI&e=>
-John Barros
6th Floor, Room 603
t: 617-635-5729
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

I-Cubed Call Tomorrow
Can I have Mike talk with Jenn Sullivan to see if shed be available for an I-Cubed call with GE? They
will need some specifics on how it is used, so we would prefer someone from your shop to be
available to answer questions.
Jay Ash, Secretary

Executive Office of
(v) 617-788-3626
jay.ash@state.ma.us
From:
To:
Cc:
Subject:
Date:
Sullivan, Jennifer F. (ANF)

Lepore, Kristen (ANF); Ash, Jay (EOHED)
RE: I-Cubed Call Tomorrow
Id be happy to help. Just let me know when. Thanks.

Cc: Kennealy, Michael (EOHED); Sullivan, Jennifer F. (ANF)
Subject: Re: I-Cubed Call Tomorrow
Yes
Sent from my iPhone

Can I have Mike talk with Jenn Sullivan to see if shed be available for an I-Cubed call
with GE? They will need some specifics on how it is used, so we would prefer
someone from your shop to be available to answer questions.
Jay Ash, Secretary

Executive Office of
(v) 617-788-3626
jay.ash@state.ma.us
From:
To:
Subject:
Date:

Sullivan, Jennifer F. (ANF); Lepore, Kristen (ANF); Ash, Jay (EOHED)
Great, thank you. Jennifer, I will call you shortly to discuss.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From: Sullivan, Jennifer F. (ANF)

To: Lepore, Kristen (ANF) <kristen.lepore@MassMail.State.MA.US>; Ash, Jay (EOHED)
<jay.ash@MassMail.State.MA.US>
Cc: Kennealy, Michael (EOHED) <Michael.kennealy@MassMail.State.MA.US>
Subject: RE: I-Cubed Call Tomorrow

Yes
Sent from my iPhone

Jay Ash, Secretary

Executive Office of
(v) 617-788-3626
jay.ash@state.ma.us
From:
To:
Subject:
Date:

Sullivan, Jennifer F. (ANF)
RE: I-Cubed question
Hi, just tried to reach you is there a good time to speak today? This was about GE actually. The
call tomorrow is 9:30am I will send you the call in number.
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762

Subject: RE: I-Cubed question
It is possible, but we would need to know some specifics about the projected use of public users and
other users.

To: Sullivan, Jennifer F. (ANF); Thorne, Elizabeth (ANF)
Subject: I-Cubed question
Hi Jennifer and Liz, I have a question about I-Cubed would an office building garage that is open to
the public be considered public infrastructure? We are exploring the feasibility of using I-Cubed
funds around the construction of an office building and trying to understand where funds could be
applied.
Happy to get on the phone to discuss, though even just a quick email back would be helpful as we
are trying to finalize a proposal to a company this weekend. Thanks!
Mike Kennealy
Boston, MA 02108
Office: 617-788-3640
Cell: 617-634-4762
From:
To:
Subject:
Date:
Attachments:

Jennifer F. Sullivan (ANF) (Jennifer.F.Sullivan@MassMail.State.MA.US)


November 21, 2015

Dear Ms. Klee,
Imagination at Work
Page 1

Innovation at Work
Page 2
$12 million);
Page 3

livability.
Page 4
Imagining Even More

possibilities.
Page 5
Work.
Sincerely,
Charles D. Baker
Governor
Martin J. Walsh
Mayor of Boston
Page 6
From:
To:
Cc:
Subject:
Date:
Ash, Jay (EOHED)

Sullivan, Jennifer F. (ANF); Lepore, Kristen (ANF)
Thx all!

Cc: Kennealy, Michael (EOHED)
Subject: RE: I-Cubed Call Tomorrow

Yes
Sent from my iPhone

Jay Ash, Secretary

Executive Office of
(v) 617-788-3626
jay.ash@state.ma.us
From:
To:
Subject:
Date:
john.barros@boston.gov
Accepted: Invitation: Project Plum Conference Call @ Tue Nov 24, 2015 9:30am - 10:30am
(john.barros@boston.gov)

General Electric/Massachusetts State Public Records Response Part 1

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General Electric/Massachusetts State Public Records Response Part 1

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From:

Kennealy, Michael (EOHED)

From: Connelly, Daniel [mailto:Djconnelly@mwe.com]

Kennealy, Michael (EOHED)

From: Connelly, Daniel [mailto:Djconnelly@mwe.com]

Stebbins, Bruce (MGC)

Good luck and let me know if I can be of any further help.

Ash, Jay (EOHED)

Sent from my Verizon Wireless 4G LTE smartphone

-------- Original message -------From: "Stebbins, Bruce (MGC)" <Bruce.Stebbins@MassMail.State.MA.US>

Good luck and let me know if I can be of any further help.

Ash, Jay (EOHED)

From: Kennealy, Michael (EOHED)

Kennealy, Michael (EOHED)

From: Ash, Jay (EOHED)

From: Kennealy, Michael (EOHED)

Thx. We're on it. Wow are they livid!

Sent from my Verizon Wireless 4G LTE smartphone

-------- Original message -------From: Jim Klocke <JKlocke@bostonchamber.com>

Wehrs, Brianna (GOV)

Please let me know if you might be available at 2:30pm or 4:30pm.

Ash, Jay (EOHED)

Sent from my Verizon Wireless 4G LTE smartphone

-------- Original message -------From: "Wehrs, Brianna (GOV)" <brianna.wehrs@MassMail.State.MA.US>

Please let me know if you might be available at 2:30pm or 4:30pm.

Wehrs, Brianna (GOV)

From: Ash, Jay (EOHED)

Sent from my Verizon Wireless 4G LTE smartphone

-------- Original message -------From: "Wehrs, Brianna (GOV)" <brianna.wehrs@MassMail.State.MA.US>

Please let me know if you might be available at 2:30pm or 4:30pm.

Ash, Jay (EOHED)

Sent from my Verizon Wireless 4G LTE smartphone

-------- Original message -------From: "Wehrs, Brianna (GOV)" <brianna.wehrs@MassMail.State.MA.US>

From: Ash, Jay (EOHED)

Sent from my Verizon Wireless 4G LTE smartphone

-------- Original message -------From: "Wehrs, Brianna (GOV)" <brianna.wehrs@MassMail.State.MA.US>

Please let me know if you might be available at 2:30pm or 4:30pm.

Wehrs, Brianna (GOV)

From: Ash, Jay (EOHED)

Sent from my Verizon Wireless 4G LTE smartphone

-------- Original message -------From: "Wehrs, Brianna (GOV)" <brianna.wehrs@MassMail.State.MA.US>

From: Ash, Jay (EOHED)

Sent from my Verizon Wireless 4G LTE smartphone

-------- Original message -------From: "Wehrs, Brianna (GOV)" <brianna.wehrs@MassMail.State.MA.US>

Subject: Call with Gov

Please let me know if you might be available at 2:30pm or 4:30pm.

Kennealy, Michael (EOHED)

From: Sabella, Kristen J (EOHED)

Per the Monday am staff mtg.

Sent from my iPhone

-------- Original message -------From: Tim Cummings <tcummings@marlboroughedc.com>

From: Mcgaugh, James (GE Corporate) [mailto:james.mcgaugh@ge.com]

Tim---thank you. The situation in Connecticut is really unfortunate and, from my

From: Tim Cummings [mailto:tcummings@marlboroughedc.com]

All the best,

Copy of MEDC Logo Small GIF

Povich, Lon (GOV)

Ash, Jay (EOHED)

-----Original Message----From: Freudberg, Adam (GOV) [mailto:adam.freudberg@state.ma.us]

Industry and Academia Engagement Plan

(and all individual chambers in and around base communities) National

Klee, Ann (GE, Corporate)

PROJECT PLUM: REQUEST FOR INFORMATION

1.02 Population Growth 2005-2015