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Home My WebLink About2024-04-29 SB Packet - Released S ELEC T B O ARD MEET ING Monday,April 29, 2024 Select Board Meeting Room, 1625 Massachusetts Avenue, Lexington, MA 02420 - Hybrid Participation* 6:30 PM AGENDA PUBLIC COMMENTS P ub lic c o mments are allo wed fo r up to 10 minute s at the b eginning o f eac h me eting. E ac h s p eaker is limited to 2 minute s fo r c o mment. M emb ers o f the B o ard Will neither c o mment no r re s p o nd, o ther than to ask questions of clarif'ication. Speakers are encouraged to notify the Select Board's Office at 781-698- 4580 if they wish to sp eak during public comment to as sist the Chair in managing meeting times. SELECT BOARD MEMBER CONCERNS AND LIAISON REPORTS 1. S elec t B o ard M emb er Anno unc ements and L iais o n R ep o rts TOWN MANAGER REPORT 1. Town Manager Weekly Update CONSENT AGENDA 1. Approve S elect Board Committee Appointments • D e s ign Advis o ry C o mmittee - Minhaj Kirmani • Design Advisory Committee Associate Member- Danit Netzer • Lexington Human Rights C ommittee: o C o urtney Ap gar o Rachel Levy • Monuments and Memorials C ommittee: o E lizab eth Huttner o Nicholas Wong • Noise Advisory Committee: o S allye Bleiberg o B arb ara Katzenb erg o Benjamin Lees o Laura Rosen o Elaine Rudell • Tourism C ommittee - P amela F owler • Town C elebrations S ubc ommittee: o Mirela Vaso o P erla Walling-S o to lo ng o Huma Was im • Town Report C ommittee - David LaWrenc e • Tree C ommittee Non-Voting Memb ers: o Alicia Morris o Rachel S ummers • Vision for Lexington C ommittee - C atherine Yan • Zoning Board o f App eals As sociate Memb er- Jennifer Wilson 2. Approve and S ign Proclamation- P ark and Recreation Month 3. Approve Installation of Happy to Chat Bench for Mental Health Awareness Month- L exingto n C o mmunity C enter, 3 9 Marrett R o ad ITEMS FOR INDIVIDUAL CONSIDERATION 1. Reorganization of the Board 6:45pm 2. Discuss Future of Liberty Ride 6:SOpm 3. Review American Rescue Plan Act(ARPA) Requests for First Quarter of 2024 7:OSpm 4. D is c us s C o mmunity C harrette o n L exingto n C enter R evitalizatio n R ep o rt 7:20p m 5. Discus s Trees at Emery P ark 7:SOpm 6. Discus s Options for F acilitated C ommunity Listening S es s ion for Lexington Human B:OOpm Rights C ommittee 7. Discuss Town Manager Search Screening Committee Appointment Process and 8:15pm C riteria ADJOURN 1. Anticipated Adjournment 8:30pm Meeting Packet:https://lexington.novusagenda.com/agendapublic/ �Membe�s of the public can attend the meetz'ng f�om thei�compute�o�tablet by clicking on the following link at the tz'me of the meeting: http s://zoom.us/j/99739813810?pWd=bEZZNE9HK3MyY 1 Avc Wc SdONs Q OJIQ T 09 iP ho ne o ne-tap: +13092053325„99739813810#,,,,*153496# US +13126266799„99739813810#,,,,*153496# US (Chicago) Telep ho ne: • +1 309 205 3325 US • +1 312 626 6799 US (Chicago) • +1 646 931 3860 US • +1 929 205 6099 U S (New York) Meeting ID: 997 3981 3810 Passcode: 153496 An Act Relative to Extending Certain State of Emergency Ac c ommo dations:http s://u�ww.mas s.gov/the-op en-meeting-law T he next regularly s cheduled meeting o f the S elect B o ard will b e held on Monday, May 6, 2024 at 6:OOpm via hybrid participation. Hea�ing Assistance Devices Available on Request �� All agenda time and the orde�of items a�e app�ximate and � � �,�,,, subject to change. Recarded by LexMedia AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDAITEM TITLE: Select Board Member Announcements and Liaison Reports PRESENTER: ITEM NUMBER: S elect Board Members LR.1 S UMMARY: Und er this item, S e lec t B o ard M emb ers c an p ro vid e verb al up d ate s, make anno unc ements, as well as c o mment o n any ad d itio nal p o ints o r c o nc erns. T here are c urrently no written up d ate s o r anno unc ements fo r the Ap ril 29, 2024 meeting. SUGGESTED MOTION: FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 4/29/2024 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDAITEM TITLE: Town Manager Weekly Update PRE E TER• ITEM S N . NUMBER: Jim Malloy, Town Manager TM.1 S UMMARY: Attached please find the Town Manager's Weekly Update for the week ending on: • Apri126, 2024 SUGGESTED MOTION: FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 4/29/2024 ATTACHMENTS: Description Type � ��:��,��„�,� .�6��,��:��. �:��,:�;� �� ..;�^ � ��' ....... �� N � � �' fl �� I� � ��u U .. ;��, � ry ,�, �l� '� � " � ��; ,�� ,i �� I uu �' .�.i I �� J �� . � ., w^�,/ �� "� ��U�p� ,�y� �� I�� W� �y��vw �iN�W�' I NVY��r p IY',� '�v,��;y�W��6'�&mF��> �r��_r.r�- N�,"r�s��WNn.u�IV,�..0 1 Town o L exzn ton g Town Manager's Of f ice James J. Malloy, Town Manager Tel: (781) 698-4540 Kelly E. Axtell, Deputy Town Manager Fax: (781) 861-2921 MEMORANDUM TO: Select Board FROM: Jim Malloy, Town Manager DATE: April 26, 2024 RE: Weekly Update The following is an update of activities for the week ending April 26, 2024: Town Mana�er U�dates: • We have appointed a new Management Fellow, Desmond Jeffries, who will be starting with Lexington in early August. Desmond received his Master of Public Administration (MPA) degree in 2021 from the University of San Francisco and is currently working for the Alemeda County (CA) District Attorney's Office. • I met with Carolyn Kosnoff, Doug Lucente and Suzie Barry on a $150,000 earmark from Rep. Ciccolo for the 250th (which has to be spent by 6/30/24). We developed a budget and signed the contract last week. The funds will be used for the following purposes, which were on the list of items that were in the presentation that went to Town Meeting (expenses still exceed revenues). Ite m Re que s te d D e partme nt Amount Sound System Public Works $ 15,000 Barricades Public Works $ 14,000 Bleachers or Lighting Public Works $ 20,000 New Costumes for Guides Economic Development $ 60,000 Portable Radios Police $ 41,000 Total: $ 150,000 • Attached please find the agenda tracker for upcoming Select Board meetings. 1625 MASSACHUSETTS AVENUE•LEXINGTON,MASSACHUSETTS 02420 Land Use, Housin� and Development: � .a Plan�ting: . . • �� —T e pu ic earing or t e specla resl entia eve opment was ................................:.............:......:.............................................:.....:.................................�..................................................................... � continued to the Planning Board's May 8 meeting at 6:00 pm on Zoom. • ,,,,,,,,,,,,,,,,,,,�,,,,,,,,,,,,,,,,,,,,;�,�„�,,,,,,,,,,,�,,,,,,;,,,,,,,,,,,,,,,,,,,,,,,,,,,,,�,.—The Planning Board received the first application under the new village overlay zoning. Proposal is for 59 condo units with 8 inclusionary. The public hearing will be May 22 at 6:00 pm on Zoom. Human Services: Senio�Se�vices • Lexington Senior Services celebrated Volunteer Appreciation Month with a luncheon for all the volunteers. We have over 80 volunteers who have volunteered over 2,100 hours, which equals about $72,000. • May is Mental Health Awareness Month— check out the Human Services Website for all the great programs coming up. • How to Protect Against Scams, Fraud & Identity Theft—Wednesday, May 1 st, 10:30— 11:30 AM. The Middlesex Sheriff's Office will discuss scams and how perpetrators trick people into sharing information that leads to identity theft. The L.E.A.R.N. presentations are constructed to allow for a two-way dialogue with tips and data. . . . . . ■ _ _ . . . � _ _ ' ' Annual proclamation - Park and and ��r��ti�r� IVl�r�th � r� Recreation Month The ��r��tic�r� �r�d �orr,r�ur�ity . �r�gr�rr,s �nd Hurr��n �ervi�� Happy to �hat �ench Installation� - f�►r M�r�tal H�alth A►wareness M�r�th ir� 29-A r-24 p p ��p��t�r�s��kir�g p�rrr�i�si�r� t� p ir�st�ll ben�h��for��nn��ting p��pl� M�� (h�ppY to�h�t)for I�I�r��tl H��Ith �w�r�r�� i r� IVI�y The Select Board will reorganize at the F��rg�nizati�� f t�� oard 29-Apr-24 5 1 first meeting after Annual Town Meeting concludes ��ndhy� ly�r i� s�ekir�g dir��tic�n �r� th� futur� �f th� Llb�rty�id�s �h� i� re�or�nrr�er�dir�g th�t th� Tc�wr� s��k on� �iscussion on the Lib�rty I�id� 29-Apr-24 15 2 �dditic�n�l y�ar frc�rr� J��ph'� Tr�r�sport�ti�r� (2025-26) �r�d th�n ��kir�g t� p�rch�� trc�lley�nd put out an �FP for driv�r/�tor�ges Th�fir�t qu�rt�r subrr�i��i��s vver�due . . 3/29 and th� T�wn IVl�n�g�r��r�t th� 1 st C�uart�r�eRPA Dis�ussion 29-Apr-24 15 3 �� dsh��t�ut ir� the 4/5 uveekl p Y . . _ _ . . , . . . . . . • • _ _ . . ' �►pprc�v� (�p��i�l Ev�n�� IVlu�i� F�stiv�l liv� Er�tertair�rr��r�t Li��r�s� -� � 6-I�I�y-24 0 0 �rf�rrr,�nce�/r�c�rded rr�usic/�J 6/22 �r� p ith�Vi�it�r� Cent�r L�vvr� . . LA�� oll�b�r�tive i� h�stir�g tf�� p�r�v� t�r��-D�y Li�uc�r Li��r�� - 6-IVI� -24 0 0 �nr�u�l L�xir� t�r� ��ttl� Gr��n ��C,� L�� c�ll�bc�r�tiv�x2 Y g F��tiv�l in the D�p�t L�t 6/�-6/9 Approve (�pe�ial Event} Ent�rt�inm�nt Lic�ns� - LA�� 6-IVIa -24 p o Liv� b�nd �t th� �nr�ual L�xir�gt�n �attl� �ollal�orativ� y �re�r� �� F��tiv�l �r� 6/� �r�ly �pprc�v� Lic�nse f�r P'u�li� Er�t�rtair�rr��r�t�r� �ur�da - LA�� 6-IVI� -24 0 0 Liv� b�nd �t th� ar�r�u�l L�xir�gtc�r� ��ttl� ��Ilak��r�tiv� � Y �r��n ��C� F�sti��l on 6/9 �nly �pprov� One-[�ay Liquc�r Lic�r�s�s - Sp�ct��l� Il��n�g�r�ent x4 �ver�t� �t��ry � ectacle Mana ernent x4 6-I��y-24 0 a IVl�r�n�ri�l �uildir� s 5/1�; 6/5; 7/25; 7/27 p g r�g �pprov� ��I��t ��rd IVlir�ut�� 6-IVl�y-24 0 0 4/10 SB, 4/10 Joint SB, CEC, AC meeting Z�ra Wa�t� Survey R��ult 6-May-24 20 1 Tufts research team will present results of town-wide survey. Maggie Peard- lead P�res�n� P�lan �f A�ti�►n and Tir��lin� for Arr�er�dir�g �I�� L�xir�gton Hurr��r� Joe pr��nt th� pl�r� of acti�r� ar�d �i �ts ��rnrni�t�� har � ar�d 6-IVl�y-24 15 2 tirr�elir�e f�r u datin th� LHF�� ch�r e g g p g g ��rr�rr�u r�ity��r�v�r��ti�r� P'I�r� �ik� ar�d �'ed F'lar� Updat�/Approval'? 6-I��y-24 15 3 N�xt�tep in �d�ptir�g th� �ike/F'�d F'lar� . . Thi� iterr� i�t�forrr��Iize th� �elect �i��u��ior� �r� IVlarrurn�r�t at ��Ifry 6-I�� -24 10 4 i��ard'� d�ci�i�n �n tl�� el�ct�d P'a�rk D��i�i�r� y r��nur�er�t�t ��Ifry��rk The Select Board heard a proposal to install street art at the intersection of . . Kendall and Farmcrest and was Str��t Art �r�p��d Pr�,��t �I��I 6-Ma -24 10 5 su ortive. The residents have worked �p�r�val Y pp with TSG and are now ready to seek final approval to do the work over the summer of 2025. Review of 2023 and Preview of 2024 6-May-24 15 6 confirmaton from Leslie for 5/6 date, Farmers' Market This will be to review applicants and make . . appointments to the Town Manager �i��u�s/�►ppoint To�nrr� IVl�nag�r 6-Ma -24 20 7 Search Committee TM Search ��r�h �orr�rr�itt�� Y � consultant is to meet with this committee sometime between 5/8-5/17) We have started negotiations with both Ex�cutiv� ��io� - �PV�/and iunions and we need to meet with the �ust�di�l lJr�i�� Ne �ti�ti�r�s 6-I��y-24 �o � Select Board to review/receive g authorization PLACEHOLDER- ��vie�r�r�d �►pprc�v� ��rr�rr�itt�� IVle�tir�g �or��luct IVc�rr� 13-I��y-24 15 1 Follow up from 12/18/2023 meeting P�licy PLACEHOLDER- ��vi��nr T�►� ��s or��t��HTC �� ort 13-IV1�y-24 20 2 p p LUHD is asking to have a discussion on �i�cu��i�►r� �n Hc�u�irrg In��rrtiv�� 13-IV1�y-24 30 3 incentive options (reductions in fees) related to promoting affordable housing PLACEHOLDER-Stud�r�t�t�di��u�� ir�gl� us��nr�t�r b�ttl� �ur�ha��ir�g !ay 13-May-24 15 4 t�vrrn gov�rnrt��r�t . . This is a discussion to review updates to �I��u�sl°r� �r� pr�pc�s�cl up�l�t�s�° 13-Ma -24 20 5 the alcohol olic for restaurants, which Al�oh�l �olicy f�►r��t�ur�n�� Y p Y was last updated in 2010. COA would Iike to ask SB to vote on COA would like to request Increasing increasing the hourly rate from$13.50 to$15 senior tax work off rate 15-May-24 since that's the current minimum wa e. Email g from Dana on 3.5.24 PLACEHOLDER-�►pprov� S�I��t ��rd ��r�rr�itt�� ir�trr��nt- Fur�d as a member to the Fund �p 20-May-24 0 a for Lexington Board representing the f�r L�xir�gtc�n -Trust�� f Publi� iTr f h P i Tr Tru�t� IVl�rnl��r ustees o t e ubl c usts �►pprav� ��I��t �aard ��mmitte� T�r� IV�izr�hi i� up f�r r��pp�ir�trr��nt�r� I��a �intm�nt 20-IVlay-24 0 0 L�xH�� t�rrr� er�d� 5/31 pp ( ) ' Applictation from Stormalong Cider at the S�II at Farrr��r�' IVlark�t-�t�rrr�al�r�g 20-I�ay-24 0 0 Lexington Farmers' Market for the 2024 �icl�r season The�e �r�T�wr� IVI�r��g�r r��pp�intr�ent� T�►wn IVlanager R�app�ir�tments 20-I��y-24 0 0 t� R��r��ti�n, �oard c�f H��Ith �nd ��ur��il c�n Agir�g Applic�tior��tr�r��f�r�f�t��k- r�quir�� Liquar Licen��Arrrendm�nt - �erm�r�s 20-I��y-24 10 1 h��rir�g, �dv�rti�ir�g h��rir�g ir� 5/9/24 IVlinut�rrr�ar� r�ew�p�p�r . . r�quest t� �xpand liquor lic�r�� c�v�rag� Liquor Li��ns��r�n�r�dm�r�t - II Casal� 20-I�� -24 5 t�th�t�bl�s II C��le u��s �r� T�vur� Exparrsi�n of pr�rrrise y Pr�perty , . . _ _ ' e The Green Communities program is ;expanding to include a "Climate Leader Community" designation.Applications open this summer and Maggie is working to make sure we have all the pieces to be able to ;apply. Designation will mean we would have �is�us�/�►pprov� Modifi�2ttions to th� access to larger grants that we could use on 20-IV1�y-24 10 3 Fleet Ele�trifi�ation Pc�li�y municipal building decarbonization projects, among other things. Maggie Peard ran our Fleet Electrification Policy by DOER to see if it meets their requirements and there are a couple very minor edits they suggested to be extra careful that it will meet their requirements. Tc��nrr� IVl��tir�g �►rticl��ubrr�is�i�r� Policy Committee will present a proposed Tirnelir�� C�i��u�si�n 27-May-24 � schedule for article submissions This would be a discussion whether the Board believes there is value to holding a summit with Sustainable Lexington, the . . . . Sustainability and Resilience Officer, C�iscus�i�n or� p�►t�ntial �ur�r�rr�it on �u�t�i�a�bl� Eff�►rt� �r�d Hi�t�ric 3-Jun-24 �a 1 Historic Districts Commission, Historical Pr r� I r� Commission (AC/CEC?) and perhaps �� ° creating an Ad Hoc Working Group to address any bylaw issues that could provide consideration of sustainability efforts in regard to historic preservation. AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDAITEM TITLE: Approve Select Board Committee Appointments PRE E TER• ITEM S N . NUMBER: S elect Board Chair C.1 S UMMARY: Category:Decision-Making Appo intme nts: T he S e le c t B o ard is b eing as ked to ap p o int memb ers, as id entif'ied o n the lis t attac hed to this me eting p ac ket (S elec t B o ard C o mmitte e Ap p o intments -Ap ril 2 9, 2024), to fill vac anc ie s o n the fo llo wing c o mmitte e s: Design Advisory Committee Design Advisory Committee Associate Member L exingto n Human R ights C o mmitte e Monuments and Memorials C ommittee Noise Advisory Committee Tourism C ommittee Town C elebrations S ubcommittee Town Report C ommittee Tree C ommittee Non-Voting Memb ers Vision for Lexington C ommittee Zoning Board of Appeals Associate Member SUGGESTED MOTION: To ap p o int the c o mmittee memb ers with terms as ind ic ated in lis t inc lud ed with the meeting p ac ket(S elec t B o ard C o mmitte e Ap p o intments -Ap ril 2 9, 2024). Move to approve the consent. FOLLOW-UP: S elec t B o ard O ffic e DATE AND APPROXIMATE TIME ON AGENDA: 4/29/2024 ATTACHMENTS: Description Type � �,(�:��I�"��;��m c��r��.w��,��°��i�:,��,,,,,. ICd��r�fl��i ��c;��:��. 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IC�,:�,��r�:�� Lexington MA Boards & Committees Submit Date: Nov 05, 2023 Application Form Profile i i i i i i i i � i i i i i i www.lexinatonma.qov/calendar� I I I I r I I I I I I I I I I I j I � I I I I I � I I I I I I I � I I I I I I I r I I _ _ I I _ _ � Minhaj Kirmani Fir�t �rr�� iddle L��t �rr�� Initi�l . . . . . . . .' . ..... D r. Er��il Addr�� . . 28 Stimson Ave. f-I�rr��Addr��.� S�ait�c�r Apt Lexington MA 02421 City St�t� Pc��t�l Cc�d� . . . � . . . . . 51 . . . . Precinct 9 Home: Mobile: Prirn�ry Phc�n� Alt�rr��t�Phar�� Minhaj Kirmani Retired from Weidlinger Assocites m � m m � m m Princi�al m Er�plczy�r J�b Titl� 28 Stimson Ave. . . . Design Advisory Committee: Submitted I nterests & Experiences � . . . . . . Professional Structural Engineer over 55 years experience for design, construction management for major building projects in US and International projects. Offered Alternate Value Engineering options to clients in order to meet the project on budget and on time. Ph.D in Structures from UMASS in Amherst 1976 lJpl��d��arr�� . . . . . . To offer my volunteer services to the town in all construction related projects planned by any department of town and on going town projects where my expertise could be needed by town to successfully execute the project. . . . . . . Town web page . . . . . Yes • No . . . . . , . . . . . . . Yes • No . . � Yes � N o . . . . ► � Can�li�t�f Ir�t�r��t L�w Tr�ir�ir�g��rtifi��t� Minhaj Kirmani Minhaj Kirmani Lexington MA Boards & Committees Submit Date: Mar 08, 2024 Application Form Profile i i i i i i i i � i i i i i i www.lexinatonma.qov/calendar� I I I I r I I I I I I I I I I I j I � I I I I I � I I I I I I I � I I I I I I I r I I _ _ I I _ _ � Danit Netzer Fir�t �rr�� iddle L��t �rr�� Initi�l . . . . . . . .' . ..... Ms. Er��il Addr�� . . 17 John Poulter Road f-I�rr��Addr��.� S�ait�c�r Apt Lexington MA 02421 City St�t� Pc��t�l Cc�d� . . . � . . . . . 41 yea rs . . . . Precinct 4 Mobile: Prirn�ry Phc�n� Alt�rr��t�Phar�� Danit Netzer Er�play�r J�b Titl� . . . Design Advisory Committee: Submitted I nterests & Experiences � . . . . . . I am a long-time resident of Lexington, grew up and attended public schools here, and returned to raise my three children who attend LPS. I have an MBA, strong project management and communication skills. I have worked in architecture and design-build firms in town. I volunteered at several LPS schools in various capacities as explained below. I feel very passionately about Lexington and the vibrancy of Lexington Center for all town inhabitants and visitors! DLN Resume 3 6 24 pdf lJpl��d�F��ur�e . . . . . . My connection to Lexington started in 1983 when, as a 10-year-old, my family attended Discovery Day, then held at the Depot where lobster was served and music bands played. My family fell in love with Lexington on that day, and every day since, three generations of our family lives in Lexington. I attended Fiske Elementary, Diamond Middle School and LHS. I have always loved the diversity, intelligence, kindness and care that Lexington residents displayed. Lexington is a unique town that celebrates both a rich history of freedom and an optimistic vision for a brighter future that celebrates those freedoms with diversity and opportunity. After completing my undergraduate degree and an MBA, living in Boston, NYC and Israel, I chose to return to Lexington to raise my three children. And what an honor and privilege it has been! My children attended Fiske, Harrington, Hastings, Diamond, Clarke and LHS. My family benefited from the superb Lexington schools and special needs programs. During those years, I volunteered in many capacities and for many years in the schools including as an Executive on the PTO, Metco Coordinator, Big Backyard Coordinator, Graduation Coordinator, Room Parent and soccer coach at LUSC. I also served as Board President for the Israeli School of Lexington for several years where I led strategic and tactical activities impacting countless families. Lexington is and always has been my home! I care deeply about our town, our center, our businesses, and our residents. I believe I can contribute my passion and enthusiasm, as well as my strategic planning, organizational, and team-building talents, to any position in Lexington. . . . . . . From a friend and online. Danit Netzer . . . . . Yes • No . . . . . , . . . . . . . � Yes � N o . . � Yes � N o . . . . . ��r��li�t�f Ir�ter��t L�vv Tr�ir�ir�g��rtifi��te Danit Netzer i t � 1 � � 1 � 1 � r I li r j t t tt ti t t il I t r rs I ills r ss- ti I II r ti s t t i r s ft it � f �1 �1 1 1 t i II i � t� il II- lifi r ti s r it r s ss i i ri r j �ts, t il i r I s I i � i I r fi i t i i t r rs I i� ti � i r i r � ss s i �r si r ti it . t I r trii ri t t rfssi II s. r t �� r � , i I �� 1 - rr t II � i� ti , ti , � tr �ts� ts, i t � � r I s I i � I rs � li� t r � ti s ri If- I -ti - t I ti . J I - J I Iti I i - r si ti I r Is ' ri ritizi t s s �� r i t r j �t j �ti s, i I .� si - il ir - r s r� � il ilit r iz ti I Is. L i t , I r j �t ts s, fi r j t s� � r ft � tr �ts� st lis ff ti � i� ti �r ss f �ti I t rs� rs, s tr �t rs �li ts f r II r ti s� � ssf I r j t I ti . it r r j �t r r ss, i tifi ris s� r I - s I� t rr ti �ti s . � I I t � ti s i r t i iti ti s I i � - riti I ri i r j �t� J - J t si " st r I i " t s t � � tr � �li t i � i�i s t II � t fir r s re s is I I r it ts - L i t � s r r Is st ti t� � I str t i� r I zi f � s� ill r�s, r � r t tr j �t ri s. `ti t � i � i i t t it � i � L r ti ff rts i �I i � � rr s � i j r Iists, r s � i st � t s t � r i ti �r ti f i t ri r si li r r . r t t s s t t tr � i t ri r si fi is s, tr �� ts� rt r� t ts� i str r s. � 1 � �r �tl » r � r � l 1 ((�� 1 r � � I �1�� i � �� I � �� i i s I t r ti I t r � Isr I 7 - I s f 1. i r t istri ti � Is i �I i I i rt t st r s, s �i It st r s is� t rs i � � I i I t -t r t r ti I f r ir t si I t T t r �ts r is I ls it I t t r t r ts� , li , Isr I - � � . I str t i� r ti � i s t � ir � s rs, i r s r t s r str t isti st r s f t il � II t I z r t r s r t f r i - t rst i f t r t st rs � st r i r I s t r ss � st s. r t r ti r � r s � i ri fs t t i i� t si ss j �ti� s� t r t r t� � st iz I r siti � r t � Is r ti t t� � l 1 rt � I it � iti r , r � 1 - I -t r t � i st i r s r r ss� r t s I sl s r i r �t � ti t 1 1, � s It ts� r t r ti � i � siti i str t r t r I s s I f r ri t� sit , s I s i s ti I r s t ti s. � I r r s f r I r ti r s Iti i � i r s i r s� �� f r . r st i I �� 1 -1 i t r ti I li t r I ti s, rf � I r ti � rtf li I sis� i st t i li v I t f - 1 illi si � ts. r � i t st iz �li t rtf li r i s r s �ti r s t ti s. � � 1 � r � 1�� t � l � f � � �f �� r� 1 - � 1 L i ti ff rts s ri t �t it � ti I ti � , f il � � t � t rs� li s� I i istr t rs f il rs t I � st ts i s it I r r s� r i i r s� i � r i ii i . � r i L i t � i t t 1 - L rs ri i I i str t i t ti� I ti�iti s i ti s I f ili s st ff s r i i r t r st � s� I t� II � t r s r� s � s si , r f r isi t � i � � i �r 5 i r � � T L i t li� � Is� L i t 1 - J 1 fi T itt s� t II ti � r s r� s� st ffi . I t t s s ilt r I ti s i s it rs� s� I i ist� t rs s r i� r i rs. � � � � � � � , t > > � � � �� s � . li r t I f si ss I II sl , � I r t 1 : I t r ti I I ti s j r� r� it t r i r Tri i t I I I rtf r � T �� f 1 � �� »»»»»»»»»»»»,,,,»»»„»»,»»», »»»»»»»»,,,,»»»»»»»„»»,»»», »»»»»,,,»»»»»»»»»»,,,»»,»»»„ ,,,,»»»»»»»»»»»»»»,,,,»»„»»,, , »»»»»»»»»»»»»,,,»»,,,»»,»»»„ �I��i�,,�, ��i�,,� ,,v'�,�I�'' � q"d��',,, �, �`,�!��'',', ' i r ii Lexington MA Boards & Committees Submit Date: Oct 19, 2023 Application Form Profile i i i i i i i i � i i i i i i www.lexinatonma.qov/calendar� I I I I r I I I I I I I I I I I j I � I I I I I � I I I I I I I � I I I I I I I r I I _ _ I I _ _ � Courtney Apgar Fir�t �rr�� iddle L��t �rr�� Initi�l . . . . . . . .' . ..... M rs. Er��il Addr�� . . 31 Ba rbe rry Rd f-Ic�r��Addr��.s S�ait�c�r Apt Lexington MA 02421 �ity St�t� P��t�l Cc�d� . . . � . . . . . 9 yea rs . . . . Precinct 3 Home: Prirn�ry Phc�n� Alt�rr��t�Phc�r�e Cou rtney Apga r None . SAHM . Er�play�r J�b Titl� 31 Barberry Rd . . . Lexington Human Rights Committee: Submitted I nterests & Experiences � . . . . . . I have a Master's in Psychology and a JD. I've been a stay at home mom to two special needs kids for the last 15 years, and I've lived in Lexington for the last 9 years. I've also been a Town Meeting Member for the last 7 years, and I am on the board of Camp Starfish, a sleep away camp for kids with special needs. lJpl��d��s�rr�� . . . . . . I love Lexington and know that it takes volunteers to help keep our town running well. I'm happy to help in any way I can. . . . . . . An email from the town. . . . . . Yes • No . . . . . , . . . . . . . � Yes � N o . . � Yes � N o . . . . ► � ��r�flict�f Ir�ter��t L�w Tr�ir�ir�g C�rtifi��t� Cou rtney Apga r Lexington MA Boards & Committees Submit Date: Mar 26, 2024 Application Form Profile i i i i i i i i � i i i i i i www.lexinatonma.qov/calendar� I I I I r I I I I I I I I I I I j I � I I I I I � I I I I I I I � I I I I I I I r I I _ _ I I _ _ � Rachel K Levy Fir�t �rr�� iddle L��t �rr�� Initi�l . . . . . . . .' . ..... M rs Er��il Addr�� . . 31 Fairlawn Lane f-Ic�r��Addr��.s S�ait�c�r Apt Lexington MA 02420 �ity St�t� P��t�l Cc�d� . . . � . . . . . 1.5 years . . . . Precinct 1 Mobile: Prirn�ry Phc�n� Alt�rr��t�Phc�r�e Rachel K Levy N/A Er�play�r J�b Titl� . . . Lexington Human Rights Committee: Submitted I nterests & Experiences � . . . . . . Extensive volunteerism across a range of social justice initiatives, including but not limited to: - founding member of American Express Global Merchant & Network Services Diversity, Equity & Inclusivity Council in partnership with company Chief DE&I officer; - designed and launched American Express global Always Welcome community initiative connecting businesses with community members, artwork designed by underrepresented artists from local communities around the globe (started in the U5, expanded to Canada, South Africa, Australia, Mexico to name a few); - chaired fundraising and collection drives for Syrian refugees via Greater NYC Families for Syria (group disbanded past 3 months); - ongoing sponsorship of NYC refugee family for past 7 years via New Neighborhood Partnerships; - have volunteered from teenage years (early organizer/chair of Temple Isaiah Mazon dinner) through college (volunteered in homeless shelters) and remain a passionate advocate for justice in all communities where I live. Rachel�Lev� Nov 2023 pdf lJplca�d�F��ar�� . . . . . . In November 2023, I left a comfortable executive job at a fortune 500 company that I had worked at for nearly two decades to pursue other interests. A driving force in my departure was witnessing religious discrimination in the workplace that I escalated to the most senior C-levels within the company. Using my voice to champion those who had been discriminated against reignited a long passion of mine, which is to leave a lasting mark at scale. Since that time, I have taken leadership positions in health fundraising, have advised companies, am working with LexRAP to support their mission, and would be honored to support the Lexington HRC mission. . . . . . . Town of Lexington notices, Facebook groups, friends. . . . . . Yes • No Rachel K Levy . . . . . 1 . . . . . ■ ■ • Yes N o . . � Yes � N o . . . . . � C�r��li�t�f Ir�t�r�st L�vv Tr�ir�ir�g��r�i�Fi��t� Rachel K Levy RACHEL LEVY 31 Fairlawn Lane Lexin ton MA 02420 � EXECUTIVE SUMMARY Marketing executive with two decades of experience managing teams to build and market B2C and B2B products across a number of different industry segments. Proven track record in product launches,P&L responsibility, partner management, and acquisition marketing. Regarded for the ability to build and motivate teams and drive results in fast-paced dynamic environments. Persuasive communicator able to quickly synthesize ideas into coherent strategies and gain executive buy-in. SELECTED CAREER ACHIEVEMENTS • Defined and launched Amex U.S. merchant welcomed acceptance marketing strategy • Doubled U.S.Amex Offers business • Developed new business model and stood up new organization to lead Amex Prepaid • Brought 5 neW products and 2 new benefits to market, including Corporate Centurion Card • Led work in 20 markets globally PROFESSIONAL EXPERIENCE American Express,New York NY(Feb 2006—Nov 2023) Vice President,Head of U.S.Merchant Marketing(Dec 2018—Nov 2023) • Managed team of 100+to drive revenue, acquisition, activation, and merchant satisfaction • Identified and executed high impact initiatives across Welcomed Acceptance,Perceptions of Coverage, and Amex Offers Vice President& General Manager,Prepaid Issuer Team(May 2017—Dec 2018) Strategic Planning, Sale of Prepaid Business (Sep 2016—Apr 2017) • Designed and executed new business model in sale of Prepaid business: led legal negotiations; established all policy, governance, and oversight; staffed organization • Managed Prepaid P&L, investment strategy, transition of services,regulatory exams, and successfully completed first audit post transaction close • Managed team of�25 across marketing,technology, operations,reporting, and controls Acting Vice President,Brand &Digital Acquisition (Aug 2015—Jan 2016) • Oversaw Prepaid Debit Card and Gift Card brands and marketing; responsible for Gift Card P&L • Generated>$2Bn in Gift Card sales and optimized Serve portfolio line post SKU launch • Owned Digital Acquisition investments, capabilities,marketing, and results • Managed team of�25 employees Director,American Express Serve Marketing(Oct 2011 —July 2015) • Launched Softcard Mobile Wallet co-brand: 160%goal in<6 months, CPA 15%portfolio average • Launched Deals & Offers, an e-Commerce product: 644%deal inventory, 255%offer inventory • Owned product P&L,partner management, go-to-market strategy, content management Director,North America Commercial Charge Card(Oct 2010—Oct 2011) • Owned Corporate Green, Gold, Platinum, Centurion, and Preset in US and Canada • Drove product line strategy and new product development, including benefit and airline negotiations,yielding 96.6%retention of at-risk Card members • Led the launch of and managed the American Express Corporate Centurion Card • Led pilot of new product designed to drive incremental non-T&E spend via revolving offers Director,U.S. Commercial Card (Jul 2008—Oct 2010) • Strategic advisor to EVP of U.S. Commercial Card, overseeing Corporate Card and B2B sales and account development for 60,000+U.S. based corporations and 800+employees Senior Manager,Meetings Partnerships (Aug 2007—Ju12008) • Launched partnership with StarCite,the leading provider of ineetings management technology • Led product development for first-to-market technology solution, managed successful product pilot and launch in US and EMEA, developed all marketing activities Manager, Global Commercial Card Product Strategy(Feb 2006—Aug 2007) • Developed Corporate Services' 1 St Global Product Footprint, de�ning the strategic investment in global products, technologies, and servicing capabilities • Managed company's 1 St global Corporate cardmember research, encompassing 19 markets Barclaycard,England(Sep 2004—Oct 2005) • Barclays Bank executive development program: included Portugal distribution deal negotiation, Australasian market entry strategy analysis, and systems analysis EDUCATION • American Express &Harvard Certificate in Leadership Excellence • Tufts University, Medford MA: B.A. Summa Cum Laude • Tufts in Paris,France: One year of study at the Universite de Paris (Sorbonne and Institut Catholique) • Phi Beta Kappa,International honor society, Tufts University Chapter • French Business Diploma(Diplome de fran�ais des affaires)with honorable mention PERSONAL INTERESTS Social justice, International travel, Conversational French Rachel Levy Lexington MA Boards & Committees Submit Date: Nov 15, 2023 Application Form Profile i i i i i i i i � i i i i i i www.lexinatonma.qov/calendar� I I I I r I I I I I I I I I I I j I � I I I I I � I I I I I I I � I I I I I I I r I I _ _ I I _ _ � EI iza beth H uttner Fir�t �rr�� iddle L��t �rr�� Initi�l . Liz . . . . . . .I .r ..... Ms. Er��il Addr�� . . 67 Woburn St f-I�rr��Addr��.� S�ait�c�r Apt Lexington MA 02420 City St�t� Pc��t�l Cc�d� . . . � . . . . . 8 yea rs . . . . None Selected Mobile: Prirn�ry Phc�n� Alt�rr��t�Phar�� EI iza beth H uttner Er�play�r J�b Titl� . . . Monuments and Memorials Committee: Submitted I nterests & Experiences � . . . . . . I have a background in education and training. Elizabeth�Huttner,Resume 111523.pdf lJpl��d�R�star�� . . . . . . I'm interested in serving on the M&M Committee because I believe in its mission and it's a great opportunity to serve our community. . . . . . . I heard about it through a local Lexington publication. . . . . . Yes • No . . . . . , . . . . . . . � Yes � N o . . Yes • No . . . . , � ��r�fli�t�f Ir��t�r��t L�vv Tr�ir�ir�g��rtifi��te EI iza beth H uttner ELIZABETH HUTTNER, Ed.M. Lexington, MA 02420 � � � LEARIV I NG LEADER Creator of targeted, meaningful learning strategies that align with needs.Collaborates with internal and external stakeholders,as well as subject matter experts,to promote skills-focused solutions.Continual innovator who designs, develops and delivers learning experiences for thousands globally,while embracing tight timelines and limited resources. CORE COMPETEIVCIES • Learning strategy:curriculum planning and development, needs analysis,design thinking,evaluating impact and effectiveness,vendor management, learning consulting,creating learning pathways,analyzing learner data • Learning design:content creation, instructional design, media planning,enabling use of learning technologies, creating assessment opportunities, learner experience innovation, designing and facilitating workshops, learning management systems, edX platform, HTM L • Project leadership: managing complex projects,team leadership,cross-functional collaboration,stakeholder engagement and communication PROFESSIONAL EXPERIENCE MIT SCHELLER TEACHER EDUCATION PROGRAM/THE EDUCATION ARCADE,Cambridge, MA September 2023—Present Content Developer and Project Manager,Contract • Partner with 4 MIT faculty members to draft content for a white paper on generative AI and K-12 education. MIT DEPARTMENT OF MATERIALS SCIENCE AND ENGINEERING,Cambridge, MA June 2023—Present Learning Scientist,Contract • Develop methods to explore the impact and effectiveness of learning programs, including designing 6 surveys and 2 interview protocols.Analyze data and make recommendations.Support teaching and learning through instructional design and consulting,suggesting more active-learning centered approaches. EXECONLINE, Remote May 2021—January 2023 Senior Director,Learning Design • Managed the end-to-end development of 10 online, 1-week courses sold to business leaders, including crafting the approach, interfacing with partners,collaborating with subject matter experts, and balancing stakeholder needs. Transformed content from top universities and leading experts,while creating authentic activities to help participants build and demonstrate understanding. • Supervised multiple contractors tasked with media production and instructional design work. • Consulted on strategic positioning and portfolio management in service of ensuring quality learning products. IBM,Cambridge, MA July 2019—May 2021 Senior Learning Experience Designer • Established the vision and strategy for learning portfolios and oversaw the design and development of enterprise-wide digital learning offerings used by more than 100,000 employees on topics such as resilience, diversity and inclusion. • Generated methods for measuring impact and reported findings to senior leaders. • Elevated the learning design approach through innovation, project team leadership,cross-team collaboration, mentoring colleagues, presenting on key learning topics and trends,and facilitating enablement sessions. MIT TEACHING SYSTEMS LAB,Cambridge, MA July 2016—July 2019 Senior Manager,Online Course Development and Digital Learning Lab Fellow • Led the design,development,and delivery of 4 massive open online courses(MOOCs)with thousands of enrollees.Topics included school innovation and design thinking. Leveraged the expertise of several MIT faculty members and other subject- matter experts to craft relevant learning experiences for educators worldwide. • Managed 3 full-time employees and handled strategic planning. • Conducted research and published several papers, presenting at conferences in the US and abroad. Elizabeth Huttner, Ed.M. 857-891-0732 Page 2 MIT SCHELLER TEACHER EDUCATION PROGRAM/THE EDUCATION ARCADE,Cambridge, MA March 2015—May 2017 EdTechX Course Manager and Digital Learning Lab Fellow • Designed and developed a MOOC on the implementation and evaluation of educational technology for K-12 educators. Refined and managed 3 other MOOCs in the series,covering topics from educational technology basics to games (approx. 50,000 registrants across all 4 courses). • Developed novel ways of utilizing edX platform features and fostering peer feedback. • Pioneered a Community Teaching Assistant program,where exceptional learners were invited to facilitate courses and to co-design learning experiences. GORDON-MIT ENGINEERING LEADERSHIP PROGRAM,Cambridge, MA July 2011—March 2015 Instructional Designer • Created and documented learning activities pertaining to engineering leadership for undergraduate students.Topics included inquiry and dialoging, resourcefulness,and structured communications. • Developed an online,text-based simulation in cooperation with AMD (Advanced Micro Devices)to allow undergraduate students to explore leadership concepts.Tested with approximately 80 students at MIT in a class setting. EDUCATION AND CERTIFICATIONS Master of Education(Ed.M.) in Technology, Innovation,and Education HARVARD GRADUATE SCHOOL OF EDUCATION,Cambridge, MA Bachelor of Arts(B.A.)in Government CLAREMONT MCI<ENNA COLLEGE (CMC),Claremont,CA Agile Explorer—IBM (September 2019) Enterprise Design Thinking Practitioner—IBM (July 2019) SELECT PUBLICATIONS Huttner-Loan [former last name], E., et al. (2018). Making a Creative Commons MOOC: Challenges and Opportunities. 2018 Learning with MOOCs(LWMOOCS), 26-28 Sept., Madrid,Spain. IEEE. Napier,A., Huttner-Loan, E.,and Reich,J. (2018). From Online Learning to Offline Action: Using MOOCs for Job-Embedded Teacher Professional Development. L�S'18: Proceedings of the Fifth Annual ACM Conference on Learning at Scale, London, UK. Huttner-Loan, E., Napier,A.,Sims, B.,and Reich,J. (2017). Considering the Impact of Partial Self-Pacing in a Design Thinking MOOC: Inviting Learner Choice and Voice. Poster accepted at Learning with MOOCs 2017,Austin,TX. INTERESTS & MORE Citizen's Academy Graduate, Lexington, MA 2017 Classically-Trained Singer 1998—Present • Member of the Jameson Singers(January 2022—Present). • Substitute singer at Hancock Church in Lexington (September 2023—Present). Lexington MA Boards & Committees Submit Date: Nov 16, 2023 Application Form Profile i i i i i i i i � i i i i i i www.lexinatonma.qov/calendar� I I I I r I I I I I I I I I I I j I � I I I I I � I I I I I I I � I I I I I I I r I I _ _ I I _ _ � Nicholas Wong Fir�t �rr�� iddle L��t �rr�� Initi�l . N ick . . ■ ■ ■ ■ ■/ ■� ■■■■■ Er��il Addr�� . . 214 East Emerson Rd f-Ic�r��Addr��.s S�ait�c�r Apt Lexington MA 02420 �ity St�t� P��t�l Cc�d� . . . � . . . . . 38 . . . . Precinct 5 Home: Prirn�ry Phc�n� Alt�rr��t�Phc�r�e N icholas Wong Diversified Technologies� Inc. Program Manager Er�play�r J�b Titl� 35 Wiggins Ave, Bedford, MA 01730 . . . Monuments and Memorials Committee: Submitted I nterests & Experiences � . . . . . . No specific training or qualifications, but a lifelong Lexington resident with an interest in its history. Wonq Nicholas Resume pdf lJpl��d��surr�e . . . . . . I have a general interest in Lexington and its history. Exploring this more in-depth through the study of its memorials is an interesting and unique experience, which I'd also like to share with my children. Additionally, I would like more people to have access to all of this information and learn more about the town, so cataloging this information and making it accessible to more people is an important and worthwhile endeavor. . . . . . . I submitted a few memorials via the submissions page - which I was made aware of by the Link to Lexington newsletter. I was contacted by a committee member and recruited to join. . . . . . Yes • No . . . . . , . . . . . . . � Yes � N o . . Yes • No . . . . ► � N icholas Wong �c�r�fli��caf Ir�t�re�t L�vv Tr�ir�ir�g��rti�Fi��t� N icholas Wong Nicholas W. Wong I am an experienced professional in the technology field focused on helping companies grow and establish processes and culture that enhance the workplace and productivity.Whether in large companies or at startups,I quickly integrate and establish credibility to execute whatever tasks are necessary to develop the best personnel and products possible. EXPERIENCE DIVERSIFIED TECHNOLOGIES,INC -Waltham,MA P�ivately held cornpany with expe�tise in developing powe�systems fo�high-ene�gy applications Program Manager 2023-Present ■ Manages development of electro-mechanical systems from development to deployment,ensuring programs stay on schedule and on budget ■ Creates and optimizes company processes and procedures to improve team efficiency and performance VEO ROBOTICS-Waltham,MA P�ivately held sta�t-up Company developing�obotics safety syste�ns to enhance�obot-human collabo�ation Senior Manager of Operations 2021-2023 ■ Support product development,operations,and organizational development across the company as necessary, specifically in coordination with the CFO and VP of Engineering ■ Facilitate and coordinate meetings: exec team,product development,milestone/gate, all hands ■ Establish and improve lines of communication across the company: create and monitor online form for internal questions, create and send monthly company-wide update emails ■ Lead special initiatives and proj ects as necessary, including: product and proj ect management,budgeting, logistics ■ Create,update,and enforce company policies and processes to optimize company efficiency and enhance culture ■ Coordinate logistics of customer deployments for both hardware and teams ■ Develop training materials for internal and customer use; coordinating in-class and practical training sessions ■ Establish excellent relationships with all employees via day-to-day support to improve workplace satisfaction and productivity Engineering Operations Manager 2019-2021 ■ Support managing product development,operations, and engineering in support of the VP of Engineering ■ Lead proj ect management activities within the engineering organization and acts as point-of-contact across departments ■ Coordinate with engineering managers to review proj ect status,managerial concerns,and operational or staffing needs ■ Drive organization and process changes to improve efficiency and increase work and culture satisfaction ■ Support programs as necessary with managerial and/or technical contribution INSTRUMENTATION LABORATORY-Bedford,MA P�ivately held medical device Company p�oducing industr�y-leading, in vitr�o, hemostasis diagnostic equiprnent Clinical Education Manager 2018-2019 ■ Managed the development of a custom Learning Management System(LMS)from concept to launch in both product management and proj ect management responsibilities ■ Developed and refined both platform and content managing stakeholder expectations,including medical affairs,product managers, subj ect matter experts,and vendors ■ Led an Agile team of developers to convert the customer requirements and UX fundamentals into an innovative eLearning platform Process Manager,Product Development 2015-2018 ■ Acted as an internal consultant to identify areas of concern and implement more efficient workflows in product development, proj ect management,and organizational development through Lean/Six Sigma,Design Thinking, and other best practices ■ Improved and unified the new hire on-boarding process across R&D to decrease time to contribution and j ob satisfaction ■ Led the creation of an internal instrument training curriculum to streamline and standardize employee competency ■ Improved scheduling proj ections and time-to-market through selection and analysis of proj ect management metrics, analytics, and data visualization ■ Led the integration of Agile/Scrum principles into the Hardware development process to increase innovative solutions and improved schedule predictability ■ Developed new products and revenue streams by analyzing Voice of Customer(VoC) data and establishing true customer needs AQUABACK TECHNOLOGIES,INC -Tewksbury,MA 2011-2013 P�ivately helcl sta�t-up Company focused on the development of innovative wate�distillation technologies Project Manager/Mechanical Engineer ■ Led engineering team through aggressive schedule and prototype development of revolutionary water purification device o Set schedule and milestones for 18 month development time; coordinated with suppliers to ensure on-time delivery ■ Integrated advanced materials and manufacturing technologies to design, develop,and test new mechanical systems EDUCATION Babson College,F.W.Olin Graduate School of Business-Wellesley,MA 2013-2015 Master of Business Administration; Concentrations in Marketing and Business Analytics ■ Babson MBA Diversity Fellow-Full-tuition scholarship ■ Graduate Assistant-work-study with professors on research proj ects and case/paper writing ■ President, Graduate Student Council-elected to lead the student council and represent the graduate student body Tufts University-Medford,MA 2003-2007 Bachelor of Science,Mechanical Engineering OTHER SKILLS&CERTIFICATIONS ■ Certified ScrumMaster(CSM),Lean/Six Sigma certified,CAD(Creo, SolidWorks),JIRA/Confluence OTHER ACTIVITIES ■ Board of Directors—Babson Alumni Advisory Board ■ Alumni Association;Alumni interviews—Tufts University Lexington MA Boards & Committees Submit Date: Nov 04, 2023 Application Form Profile i i i i i i i i � i i i i i i www.lexinatonma.qov/calendar� I I I I r I I I I I I I I I I I j I � I I I I I � I I I I I I I � I I I I I I I r I I _ _ I I _ _ � Sallye Bleiberg Fir�t �rr�� iddle L��t �rr�� Initi�l . . . . . . . .' . ..... Ms. Er��il Addr�� . . 960 Waltham St. Apt 170 f-Ic�r��Addr��.s S�ait�c�r Apt Lexington MA 02421 �ity St�t� P��t�l Cc�d� . . . � . . . . . 3 years, 10 months . . . . Precinct 3 Home: Prirn�ry Phc�n� Alt�rr��t�Phc�r�e Sallye Bleiberg reti red Er�play�r J�b Titl� n/a . . . Noise Advisory Committee: Submitted I nterests & Experiences � . . . . . . I live at Brookhaven, which has suffered greatly from the noise of lawn equipment. As a Town Meeting member in Precinct 3, which includes Brookhaven, I was charged with voting to reduce noise pollution in Lexington, which I did. Furthermore, Brookhaven voters turned out en masse to vote to uphold that by-law when a town-wide referendum was held. I represent a strong constituency from Prec. 3 but would consider my duties to represent all of Lexington. lJpl��d��e��ar�e . . . . . . I have always been active in Town government. Previously, living in Belmont I served on a Belmont High School Building Committee and the Board of Commissioners for public housing in Belmont, in addition to many years as a Town Meeting Member there. I believe that citizen involvement strengthens Town government and adds a perspective not always heard. . . . . . . The Lexington Observer article about the impasse in implementing the noise by-law. . . . . . Yes • No . . . . . , . . . . . . . � Yes � N o . . 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Un��r��s�t�► �f��b�ur�h ��dical �e��+er, �I�7�-'I�� F�ittsbaa��h�, PA�, h�l��i�a�l ph��c��r��rl�ride��-�ph�er. �+d��afic�r� •� 1��'P�'�:��fa�r�d U�iver�i�y�cha�l�o�Educ��i�n.P�C�th+esi�ir��+�gni�ive��i�ence�n��d��l r��rd��i�r� • �� M�c: LJr�i�r�r��it�r of F�ach��t�er,A�du�l��,��ning � ��4 S�:�,�rr��c�i�e�►Il��a�r� 4J�i�rer�sit�r,►�m�r�c�rr 1--fist��r �3��r •� Lc�r��-�ir�� d�n��l��r�i�ip�nt �� r��tir�r�� f��s�d �r� in��rr��ti��I dev�e�t�pm�r�t �n� �+��i�1 �u��c� �r��udir�c��cf�r�,�r7r�ers�� F��rt�er�ir� H��N�f� �'�;�7I23,9:�1��'Nf m��hi��r�ining.�killk�urs��.�vrnit��erlcertific�t�li�k.�hp'�ce�tn=�E�-�I��4��2��1�9�5 �p�� _,,,, . , .��T",��,�� u�m �� u�� °`��,,i ��-�#�� ,�,��n��.,i��y� �.; ��,. . ��:"�t „;� �� ,,, � x.,�i � . � ��,�+ �" '�i � � 1�' �� w� � u. ��', � 4' �� "� � �a",� 91r 44 y p� i�� ,.� , � �,��.;.�� '�I� �I��q1 N tr ..� . � ..� ��f��`�p�t��I��G Y" . Ya �I� . _ � � J P�5 k'"d . � � , .. .. . ,4�.f�� , :. , � 1 ��F �� „ � b ^ .. ..._. � .,.. ., � �., �..i , Iw ha��+vm�le��the � . � . �. � ��i �I��'1.T l �l � 1 � �. �' �� . � ,�.� �'�.�.��. �learni�n�+��rur�e ,� � '��, �"�� htt�s:�+�mass�th�cstr,�ir�ing.s�i�Ib�+r�t.�cor�1L��rlc�erli�ica��l�r�k.�r��'�certr�=S�+��1��`1�g�5 �1� APPLICATION FOR BOARD OR COMMITTEE MEMBERSHIP Applicants a�e encou�aged to also include a lette�of inte�est o�cu��ent�esume along with thei�submission of this application. Noise Advisory Committee Board/Committee Name (one application per Committee): X Would you like your application kept on file for up to one year? Yes: No: Benjamin Lees Full Name: Mr. Nickname: Preferred Title: 57 Gleason Road Lexington 02420 Home Address: City: Zip: 31 years Length of Residence in Lexington(note: ZBA�equi�ement is a yni�imurn of 8 yea�s): . Attorney Occupatlon: Work from home Work Address: City: Zip: Phone: Home: Cell: Email: Primary: Secondary: Special Training and/or Qualifications: I am a licensed attorney. What is your interest in this Committee? The control and prevention of unreasonable noise is a matter of significant importance for the . . , . . . . , • The passage of the leafblower restrictions was an inspiring example of how we can lead on these ��o� � Town website How did you hear about the Committee. X Have you recently attended any meetings of the Committee? Yes: No: Have you confirmed your availability to attend the Committee's meetings? Yes: No: (Fo�questions �ega�ding the meeting schedule,please contact the Boa�d/Committee via the Town website.) X Do you currently serve on another Board/Committee? Yes: No: Email:�,�Il,��;�lk�,�,�,ir�,,,�"c��ll�x�ir��ir�ir��,.�c�v or ir�„�,ir�,�; �ir Il�xiiir� ��ir�ir��,. �� If Yes, please list Board/Committee Name(s): If Yes, please list date of most recent Conflict of Interest Law Training*: Ben'ami n Lees Digitally signed by Benjamin Lees April 27, 2023 Signature: � Date:2023.04.27 19:10:03-04 00 Date: �If cu��ently serving on anothe�Boa�d/Committee,please attach a copy of you�State Conflict of Inte�est Law Online T�aining Ce�ti�cate, which can be obtained f�om the Town Cle�k's Of�ce. Email:�,�;Il,��;�1�,�,�,ir�,,, qll�xiiir��ir�ir��,. ��or,ir�,�,ir�,�,��ir „Il�xiiir��ir�ir��,.�c�v Benj amin Lees 57 Gleason Road, Lexington, MA 02420 • BAR ADMISSIONS Admitted to the Massachusetts Bar since November 2019. Admitted to the Maine Bar since October 2022. EDUCATION Boston College Law School,Newton, MA Juris Doctor, cuYn laude, May 2019 GPA: 3.600/4.0 (Top 20%) Honors: Public Interest Designation Fellow; Certificate of Pro Bono Excellence University of Massachusetts Amherst,Amherst, MA Bachelor of Arts, sujn�na cujn laude, in Classics, December 2012 Minor: Computer Science Honors: Phi Beta Kappa, 2011; William M. Bulger Classics Award, 2011; Eta Sigma Phi, 2010 Activities: Student Government Association, Senator, 2010-2011 WORK EXPERIENCE Maine Commission on Indigent Legal Services Defense Attorney March 2023 —Present • Represent criminal defendants at initial court appearances • Argue for reasonable bail and conditions of release Maine District Court, Augusta, ME Law Clerk August 2020—August 2021 • Researched legal questions for assigned judges and family law magistrates • Drafted orders and memoranda in family, child-protection, civil, and criminal cases • Assisted with administrative tasks as assigned by the court Division of Administrative Law Appeals, Malden, MA Law Clerk September 2019—Apri12020 • Drafted decisions and conducted legal research for administrative law magistrates • Reviewed medical records submitted in accidental disability retirement cases • Attended hearings and pre-hearing conferences Boston College Prison Disciplinary Hearings Clinic,Newton, MA Student Attorney Spring 2019 • Represented state prisoners accused of violating prison disciplinary code in hearings conducted by corrections officers • Consulted with client inmates in prisons, handled discovery, and prepared arguments • Submitted written appeals to the prison superintendent as necessary Middlesex County District Attorney's Office, Woburn, MA Legal Intern, Appeals Unit Summer 2018 • Independently researched and wrote briefs that were filed with the Massachusetts Appeals Court • Represented the state in oral arguments before the Massachusetts Appeals Court • Prepared summaries of recent appellate decisions for office-wide distribution Boston College Juvenile Rights Advocacy Project,Newton, MA Clinical Intern Spring 2018 • Served as court-appointed guardian ad litem for children with school refusal problems • Provided legal assistance to a student in dealing with a school disciplinary matter • Wrote a blog post concerning school funding in general and special education funding in particular Venly, Inc., Cambridge, MA Technical Associate April 2013 — September 2015 • Developed PHP software for managing client interactions • Maintained software to prevent regressions • Communicated with supervisor regarding desired new functionality for software VOLUNTEER EXPERIENCE Wikipedia Editor August 2006—present • Edit and expand the world's largest free encyclopedia • Counteract vandalism and trolling through monitoring of articles • Evaluate and respond to public feedback and investigate privacy complaints Lexington MA Boards & Committees Submit Date: Nov 10, 2023 Application Form Profile i i i i i i i i � i i i i i i www.lexinatonma.qov/calendar� I I I I r I I I I I I I I I I I j I � I I I I I � I I I I I I I � I I I I I I I r I I _ _ I I _ _ � Laura B Rosen Fir�t �rr�� iddle L��t �rr�� Initi�l . . . . . . . .' . ..... D r. Er��il Addr�� . . 49 Somerset Rd f-Ic�r��Addr��.s S�it�c�r Apt Lexington MA 02420 �ity St�t� P��t�l Cc�d� . . . � . . . . . 1� . . . . Precinct 6 Mobile: Home: Prirn�ry Phc�n� Alt�rr��t�Phc�r�e La u ra B Rosen Head, Neuroscience Takeda Pharmaceuticals Translational Medicine Er�plczy�r J�b Titl� 500 Kendall St Cambridge, MA 02142 . . . Noise Advisory Committee: Submitted I nterests & Experiences � . . . . . . Medical doctor (by training) concerned about noise pollution Rosen CV lun 2023.doc lJpl��d��surr�� . . . . . . Want to ensure the gas leaf blower ban, overwhelming passed by the town meeting as well as a special referendum, is enforced. . . . . . . Email from the Climate Action Team of First Parish in Lexington . . . . . Yes • No . . . . . , . . . . . . . � Yes � N o . . Yes • No . . . . . ��r�fli�t�f Ir��t�r��t L�v�r Tr�ir�ir�g��rtifi��te La u ra B Rosen Laura B. Rosen, MD, PhD, Page 1 M : � Lau ra B. Rosen, M D, Ph D 49 Somerset Rd, Lexington, MA 02420 H � � C Laura B. Rosen, MD, PhD, page 2 M : � ii� ��° ,,, I,,,,,,, iir� iii��I� „ iir �I� iirii �iii I I ii� ��iir„ iiriii ii� iir I I I� �� I ii�� ■ Board-Certified Neurologist& Physician-Scientist with broad neuroscience clinical,translational, &discovery expertise ■ Broad NS TherapeuticArea exposure, including Neurodegenerative, Neuromuscular, &Psychiatric Disorders ■ Global departmental leadership experience across the US, EU, and Japan ■ Extensive line management&cross-functional team leadership experience in both large pharma&a biotech start-up ■ Program Lead for BRIDIONO and Clinical Pharmacology Lead for BELSOMRAO with Merck, Inc. ■ Broad Regulatory experience including pre-IND, End-of-Phase 1&2, pre-NDA, and Supplemental NDA filings ■ Clinical Program Development and study leadership from Phase 1 through post-marketing Lifecycle Management ■ Translational Research and Development experience working closely with Drug Discovery teams from Project Start ■ Reverse Translational and Discovery Research experience leading a team of computational &wet lab biologists ■ Neuroscience (NS) Portfolio Management experience on senior executive R&D and licensing committees ■ Experience across small molecule and biologic development, including therapeutic proteins,vaccines, &gene therapy ""�' �� (� �� '�iiii � Cambridge, MA Research � � i � r i � � � � � � � � � r i 2019-present ■ Leadership and Management of NSTM — Built a cross-functional group of 10 translationally focused MD-PhDs& PhDs and 20 PhD Discovery Scientists — Lead development of translational strategies&biomarker execution from Project Start through clinical phase — Oversight of computational biology and wet laboratories in Shonan, Japan prioritizing new target discovery (Reverse Translation)and developing novel molecular and neurocircuitry/digital biomarkers — Management of a multi-million-dollar translational research investment budget ■ Neuroscience Franchise, BD,and Discovery Strategy Leadership Teams—Core member providing strategic input from a translational and early clinical perspective � � i � r � i � �� r �� ►i i � �°°� � 2016-2018 ■ Leadership and Direct Management of Neuroscience(NS)TREC Clinical Translational Science — Built a group of 8 internal direct reports within first year, including 6 MD-PhD Senior Directors — Directed their leadership of Translational (as of LO) and Clinical Subteams(through P1b) of Global Project Teams ■ Established Neurocircuitry Biomarker(NCB)function under NS TREC Clinical Translational Science — Recruited aworld leading neurocircuitry expert to Takedato develop a new NCB platform function within TREC — Developed novel functional biomarkers for neuropsychiatry programs not previously available at Takeda ■ Matrixed Leadership of NS portfolio across all TREC sub-functions, including NS leads in Translational Biomarker Research, Imaging, Quantitative Clinical Pharmacology, Early Clinical Operations, and TREC Program Management °°°� °��(� �iii � Boston, MA 2015-2016 Biotech Startup—Developing novel medicines to arrest muscle cramps&spasticity by halting repetitive firing of motor neurons � r i � �� 1 � � � ■ Led Clinical Development, Regulatory Affairs, Data Analytics,and Quality Assurance for R&D — Managed 5 internal direct reports, including Heads of Clinical Operations, Data Analytics, and CMC — Managed multiple external consultants and vendors, including Regulatory Affairs and Clinical Pharmacology — Developed overall Clinical and Regulatory strategy in conjunction with Legal team and external consultants ■ Established Data Management&Analytics,and Quality Assurance processes for R&D ■ Advised CMO on Medical Affairs for consumer product research in exercise-associated muscle cramps ■ Advised Head of Basic Research on mechanism of action studies and nonclinical development for IND '�� "';;;,,,,� �� r iii �� Cambridge, MA 2013-2015 Neuroscience Innovative Medicines(iMed)—R&D unit operating as a"virtual"biotech in approaches to drug development Laura B. Rosen, MD, PhD, page 3 M : � � i� �� i � � � � j � r� li � � r ■ Lead Neurologist for AZD3293-BACE Inhibitor for AD (ultimately partnered with Lilly) - Led Clinical Safety and supported overall clinical development for worldwide Phase 2/3 program - Supported end-of-Phase 1/2 meetings with FDA, EMA, and PMDA prior to launching P2/3 study ■ Clinical Program Lead for MED11814-A�i42-specific monoclonal antibody for Alzheimer Disease - Led Cross-functional team in managing Phase 1/2 clinical program for proof-of-concept(POC) - Advanced basic research and translational science opportunities via engaging external experts ■ Clinical Program Lead for MED17352—Bi-specific anti-NGF/TNFR2 fusion protein for Osteoarthritis(OA) Pain — Led Cross-functional team in developing Phase 1 clinical and regulatory program for US and EU - Established external adverse event adjudication committee to monitor Rapidly Progressive OA events ■ Translational Medicine(TM) Physician-established initiative to standardize TM approach across programs P�iiii ii�� '�(� iiirii �� iii �Wayne, PA 2012-2013 Emerging Business Unit(EBU)—Developing internal R&D for the Shire Pharmaceutical Development(SPD)division �� ►�� ■ Development Team Co-Lead,SPD554 guanfacine pro-drug for autism spectrum disorder(ASD) — Led Clinical and Regulatory strategy with input from cross-functional product development team - Developed/authored POC protocol for SPD554 in ASD; executed POC study in Pediatric Anxiety Disorder ■ Safety Neurologist,SPD602 Fe chelator for inherited and acquired anemia - Led Neurology Adjudication Committee with external experts; Safety Review Team Co-leader - Developed a Safety database with Pharmacovigilance, Biostatistics, Programming, and Data Management ■ Business Development-Assessed multiple potential in-licensing candidates on Due Diligence teams � �� U pper Gwynedd, PA Merck Research Laboratories—R&D �' r � ,� � �� r � � li � 2010-2012 ■ Product Development Team (PDT) Leader - Managed cross-functional teams comprised of leaders from Commercial Development, Market Research, Medical Affairs, Regulatory Affairs, Clinical Research, Health Economics, Outcomes Research, PK-PD Modeling, Nonclinical Research, Basic Research, Formulation Development, Manufacturing, and Supply Chain - PDT Leader for BRIDION (Sugammadex)-first-in-class selective neuromuscular blockade reversal agent • Developed novel differentiation study in deep neuromuscular block for ex-US post-marketing program • Led Phase 3 development for US NDA re-submission to address FDA requirements on safety data - PDT Leader for SAPHRIS (SYCREST,Asenapine)-atypical antipsychotic for schizophrenia/bipolar disorder • Managed joint venture with Lundbeck-Phase 4 commitments ex-US ■ Program Leader for 113 of the Neuroscience Franchise:Sleep, Ophthalmology, Migraine,�Anesthesia(SOMA) - Manaaerial Oversight of 7 programs&11 compounds from Phase 1 through Life Cycle Management(LCM) • 6 Direct Reports(MD or PhD PDT leaders and project managers in Project and Pipeline Management) • 6 Indirect Reports(MD or PhD PDT leaders based in Clinical Research or Regulatory functions) - Slee�-Orexin antagonist backup programs supporting suvorexant(BELSOMRA)for insomnia - Ophthalmoloq�- COSOPT preservative-free US NDA, 2010;Tafluprost-Santen joint venture; US NDA, 2010 - Mi raine- MAXALT sNDA for pediatric indication 2011; Telcagepant-CGRP antagonist in Phase 3 - Anesthesia- BRIDION (Sugammadex) LCM ex-US; Phase 3 for US; ESMERON (Rocuronium) LCM in Japan Laura B. Rosen, MD, PhD, page 4 M : � � �� U pper Gwynedd, PA Merck Research Laboratories—R&D �� r i� r, �� 1 r � �� 1 � 2008-2010 ■ Managerial Responsibility — Direct manager of multiple MD/PhD/PharmD Clinicians, Program Leads, and Translational Scientists — Direct manager of multiple Medical Program Coordinators/Early Clinical Scientists (until operations restructuring) — Oversight of�25 compounds in�15 development programs, primarily in Neuroscience franchise ■ Neuroscience (NS) Franchise Head for Clinical Pharmacologyl Early Development — Early Development Member on all Neuroscience Franchise Executive Management Committees — Reviewed franchise strategy, licensing, preclinical and clinical development, biomarker development — Chaired cross-functional Early Strategy Reviews of Neuroscience assets—Go/NoGo based on biomarkers — Experimental Medicine (EM)strategic input and execution support—close collaboration with EM NS Lead — Leader or member of multiple internal cross-functional teams to develop neuroscience biomarkers ■ Member of Cross-Industry Initiatives — Cross-Company Interest Group in Abuse Liability—Reviewed Pharma response to FDA draft guidance — Coalition Against Major Diseases (CAMD)—Reviewed AD biomarker development �r �, li i � r � �' �1 � 2003-2007 ■ Clinical Pharmacology Lead for Gaboxadol (THIP)Phase 3 Program—GABAA agonist for insomnia — Supported pre-NDA meeting with FDA; program terminated for Abuse �iability potential ■ PDT Lead and Program Physician for V950—A�3 peptide vaccine for Alzheimer Disease (AD) — Ran worldwide first-time-in-human study in AD patients; extensive regulatory interactions around safety issues — Led Investigator Meeting and ran open sessions of external Safety Evaluation Committee ■ Early Development Team (EDT) Lead for multiple Neuroscience small molecule programs — Led strategy and operations from Preclinical Development through Phase 2 of cross-functional project teams ■ Conducted 22 small molecule studies as primary Clinical Monitor — Early development safety, PK, drug interaction, formulation comparison, PK-PD, and Abuse Liability studies — Biomarker development studies using PET Imaging, Polysomnography, qEEG, and CSF-catheterization ■ RegulatoryAffairs Support — Direction of clinical pharmacology contributions for IND, IMPD, CSA, and NDA — Multiple meetings with FDA&EMA, including pre-IND, end-of-Phase 1, pre-NDA, and Abuse Liability ■ �icensing Support — Assessment of multiple potential in-licensing candidates as part of cross-functional Due Diligence teams „ �,,, � �,,,�,,,,� �„ �„ C,� �,,,�„�, „�',C�' 1� �,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,� Center for Neurologic Diseases, Harvard Institutes of Medicine 2001-2003 ■ Postdoctoral Research Fellow with Dennis Selkoe, M.D. ■ Molecular Mechanisms ofAlzheimer Disease Pathogenesis University of Chicago Hospitals ■ Chief Resident, Department of Neurology 2000-2001 ■ Resident, Department of Neurology 1998-2001 ■ Intern, Department of Medicine 1997-1998 �,,, �,,,�I �,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, Harvard Medical School and Division of Biomedical Sciences 1987-1997 ■ M.D., Ph.D.; Graduate Advisor: Michael Greenberg, Ph.D. ■ Dissertation: "Calcium Activation of the Ras/MAPK Signaling Pathway" Harvard University ■ Premedical coursework 1985-1987 Laura B. Rosen, MD, PhD, page 5 M : � ■ B.A., History and Literature, magna cum laude 1985 C;; C;� �,,,,� �„� �,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, Takeda Pharmaceuticals, Cambridge, MA ■ 2 Gold, 2 Silver, and 4 Bronze Awards for Leadership 2021-2023 AstraZeneca Pharmaceuticals, Cambridge, MA ■ iMed Leadership Team Special Recognition Award—BACE Project Team 2014 Shire Pharmaceuticals,Wayne, PA ■ Making a Difference Award for SPD503-210 Enrollment 2013 Merck Research Laboratories, North Wales, PA ■ Team Award for Excellence-Tafluprost US NDA Submission 2010 ■ Award for Excellence- PK-PD Modeling Initiative 2008 ■ Team Award for Excellence- Launch of Experimental Medicine Department 2006 ■ Award for Excellence-Transformation Task Force 2004 Howard Hughes Medical Institute ■ Postdoctoral Research Fellowship for Physicians 2001-2003 ■ Medical Student Research Training Fellowship 1989-1990 Harvard Medical School and Division of Biomedical Sciences ■ Medical Sciences Training Program Fellowship 1996-1997 ■ Ryan Fellowship 1996 National Institute of Mental Health ■ Individual National Research Service Award (NRSA) 1991-1996 National Council of Teachers of English (NCTE) ■ National Writing Award for high school seniors 1985 ��°�,,,1�I�I �,,,�I I,,,,,,,I � � �,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ■ Diplomate,American Board of Psychiatry and Neurology, Inc. 2002 ■ Permanent Massachusetts Medical License 2002 �" �� I I,,,,,,, " �„ ��,,;;; �,,,�I � ��I I,,,,,,,I �,,,�I ■ American Academy of Neurology ■ Movement Disorders Society ■ Target ALS �,,, ,,,,,,, �,,, � 1�„°„� � ■ Merck V950-Amyloid Beta Conjugate Peptide Vaccine 2009 — Conventors: Gene Kinney/Mary Savage/Xiaoping Liang/Michael Citron/Laura Rosen ■ HU Case#B0986 "MAP Kinase Kinase" 1994 — Coinventors: M. E. Greenberg/L. 6. Rosen/D. D. Ginty Laura B. Rosen, MD, PhD, page 6 M : � � ,,,, I,,,,,,,I �,,,�I �,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, Original Pa pers EVANS R., KIMURA H., NAKASHIMA M., ISHIKAWA T.,YUKITAKE H., SUZUKI M., HAZEL J., FAESSEL H.,WU J., HANG Y., ALEXANDER R., �� , ��, I,,,,,,,��,� HARTMAN D.S., RATTI E. Orexin 2 receptor-selective agonist danavorexton (TAK-925) promotes wakefulness in non-human primates and healthy individuals. J Sleep Res. 2023; e13878; 1-13. https://doi.or /10.1111/jsr.13878 0'DONNELL P., DONG C., MURTHY V.,ASGHARNEJAD M., DU X., SUMMERFELT A.,WENDLAND J., DUNAYEVICH E., BUHL D., LITMAN R., HETRICK W.P., HONG E., �°' ;�', � I,,,,,,,��,��, The D-amino acid oxidase inhibitor luvadaxistat improves mismatch negativity in patients with schizophrenia in a randomized trial. Neuropsychopharmacology 2023; 48:1052-1059. https://www.nature.com/articles/s41386-023-01560-0 DIJKSTRA F.M., 0'DONNELL P., KLAASSEN E., BUHL D.,ASGHARNEJAD M., �� , I,,,,,,,��,��ZUIKER R.,JACOBS G. E. Functional central nervous system effects of the novel AMPA receptor positive allosteric modulator TAK-653 consistent with increased cortical excitability. Transl Psychiatry 2022;12:408- . https://pubmed.ncbi.nlm.nih.aov/36153330/ 0'DONNELL P., DIJKSTRA F.M., DAMAR U., QUANHONG L., DE GOEDE A., XU L., PASCUAL-LEONE A., BUHL D., ZUIKER R., RUIJS T., HEUBERGER J., MACMULLIN P., LUBELL M.,ASGHARNEJAD M., MURTHY V., ROTENBERG A., JACOBS G.E., �� „�, I,,,,,,,��,��, Transcranial Magnetic Stimulation as a Translational Biomarker for AMPA Receptor Modulation. Translational Psychiatry 2021; 1:325-334. doi:10.1038/s41398-021-01451-2 YIN W., MAMASHLI F., BUHL D., KHUDYAKOV P.,VOLFSON D., MARTENYI F., ��° � I,,,,,,,��,,,,, ��,� SIMEN,A.A. A safety, pharmacokinetics, relative bioavailability and food effect study of TAK-071, a novel muscarinic M1 receptor positive allosteric modulator, in healthy subjects. Br J Clin Pharmacol 2021;1-13 doi:10.1111/bcp.14975 YIN W.,ARKILO D.,HAZEL J., GUPTA S., QUINTON M., LIN J., KHUDYAKOV P., HARTMAN D.,BEDNAR M., �� I,,,,,,,��,,,,,��,� WENDLAND J. Safety, Pharmacokinetics, and Pharmacodynamics of TAK-418, a Novel Inhibitor of the Epigenetic Modulator Lysine-Specific Demethylase 1A. Br J Clin Pharmacol 2021;1-13. doi:10.1111/bcp.14912 YE N, MONK S.A., DAGA P., BENDER D.M., �° „�', I,,,,,,,��,��,�� MULLEN J, MINKWITZ M.C., KUGLER A.R. Clinical Bioavailability of the Novel BACE1 Inhibitor Lanabecestat(AZD3293):Assessment of Tablet Formulations Versus an Oral Solution and the Impact of Gastric pH on Pharmacokinetics. Clin Pharm Drug Dev 2018; 7(3) 233-243. doi:10.1002/cpdd.422 CEBERS G.,ALEXANDER, R.C., BUDD HAEBERLEIN, S., HAN, D., GOLDWATER, R., ERESHEFSKY, L., OLSSON,T., YE, N., �� I,,,,,,,��,� RUSSELL, M., MALTBY, J., EKETJALL, S., KUGLER,A.R. AZD3293: Pharmacokinetic and Pharmacodynamic Effects in Healthy Subjects and Patients with Alzheimer's Disease. J.Alz Dis 2017; 55(3): 1039-1053. d o i:10.3233/JAD-160701 CREMA M.D., ROEMER, F.W., LI, L.,ALEXANDER, R.C., CHESSELL, I.P., DUDLEY,A.D., KARLSTEN, R., �� I,,,,,,,��;;;��,y GUERMAZI,A. Comparison between semiquantitative and quantitative methods for the assessment of knee synovitis in osteoarthritis using non-enhanced and gadolinium-enhanced MRI. Osteoarthritis and Cartilage 2017; 25: 267-271. doi:10.1016/i.ioca.2016.09.016. � GOTTER A.L, FORMAN M.S., HARRELL C.M., STEVENS J., SVETNIKV., YEE K.L., LI X., ROECKER A.J., FOX S.V., TANNENBAUM P.L., GARSON S.L., DE LEPELEIRE I., CALDER N., � ,,,,,,,��,y STRUYK A., COLEMAN P.J., HERRING W.J., RENGER J.J.,WINROW C.J. Orexin 2 Receptor Antagonism is Sufficient to Promote NREM and REM Sleep from Mouse to Man. Sci Rep 2016; 6:27147. doi:10.1038/srep27147. Laura B. Rosen, MD, PhD, page 7 M : � SUN H, MACLEOD C, MOSTOLLER K, MAHON C, HAN L, RENGER J, MA J, BROWN K, SCHULZ V, KAY G, HERRING W, LINES C, ° �, I,,,,,,,� MURPHY M,WAGNER J. Early-Stage Comparative Effectiveness: Randomized Controlled Trial with Histamine Inverse Agonist MK-7288 in Excessive Daytime Sleepiness Patients. The Journal of Clinical Pharmacology, 2013; 53(12): 1294-1302. doi:10.1002/jcph.182. Epub 2013 Oct 4. SUN H., KENNEDY W.P., WILBRAHAM D., LEWIS N., CALDER N., LI X., MA J.,YEE K.L., ERMLICH S., MANGIN E., LINES C., ° � ,,,,,,��,� CHODAKEWITZ J., MURPHY G.M. Effects of suvorexant, an orexin receptor antagonist, on sleep parameters as measured by polysomnography in healthy men. Sleep 2013; 36(2): 259-267. doi:10.5665/sleea.2386. VAN LAERE, K., DE HOON,J.N., BORMANS, G., KOOLE, M., DERDELINCKX, I., SANABRIA-BOHORQUEZ, S.M., LIU, F., DE LEPELEIRE, I., DECLERCQ, R., HAMILL, T.G., MOZLEY, P.D., TATOSIAN, D., XIE,W., LIU,Y., ZAPPACOSTA, P.S., MAHON, C., BUTTERFIELD-GERSON, K.L., ��° � � I,,,,,,,��,��,�� MURPHY, M.G., HARGREAVES, R.J.,WAGNER, J.A., SHADLE, C.R. Equivalent dynamic human brain NK1-receptor occupancy following single-dose i.v. fosaprepitant vs. oral aprepitant as assessed by PET imaging. Clinical pharmacology and therapeutics 2012; 92(2): 243-50. doi:10.1038/cI pt.2012.62 DE HAAS, S.L, ZOETHOUT R.W.M., VAN DYCK, K., DE SMET, M., �� I,,,,,,,��,,,,,��,� MURPHY, M.G., GOTTESDIENER, K.M., SCHOEMAKER R.C., COHEN,A.F.,VAN GERVEN, J.MA The effects of TPA023, a GABAAa2,3 subtype-selective partial agonist, on essential tremor in comparison to alcohol. J Psychopharmacol, 2012; 26: 282. doi:10.1177/0269881111415731 ZOETHOUT, R.W.M, IANNONE, R., BLOEM, B.R, PALCZA, J., MURPHY, G., CHODAKEWITZ, J., BUNTINX,A., GOTTESDIENER, K., MARSILIO, S., ��', �� I,,,,,,,��,��VAN DYCK, K., LOUIS, E,D, COHEN,A.F., SCHOEMAKER, R C., TOKITA, S., SATO, N., KOBLAN, K.S., HARGREAVES, R.H., RENGER,J.J.,VAN GERVEN, J M A. The effects of a novel histamine-3 receptor inverse agonist on essential tremor in comparison to stable levels of alcohol. 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Membrane depolarization and calcium influx stimulate MEK and MAP kinase via activation of Ras. Neuron, 1994; 12: 1207-1221. doi:10.1016/0896-6273�94�90438-3. ARBISER, J.L., MARTINEZ, C.,ARBISER, Z.K.,ADLER, G.K., � � I,,,,,,,��,��,�AND MAJZOUB, J.A. 1994. Regulation of the ectopically expressed human glycoprotein alpha-subunit gene in the human hepatoma cell line NPLC. Endocrinology, 134: 582-587. doi:10.1210/endo.134.2.7507828. ��' „�', � I,,,,,,,��,��,� MAJZOUB, J.A.,AND ADLER, G.K. 1992. Effects of glucocorticoid on corticotropin-releasing hormone gene regulation by second messenger pathways in NPLC and AtT-20 cells. Endocrinology, 130: 2237-2244. doi:10.1210/endo.130.4.1547737. ��° """' I,,,,,,,��,, ��,� FIANDACA, M.J.,AND MAJZOU6, J.A. 1992. Protein kinase-C activation increases the size ADLER, G.K., ,,,,,,�, � ,,, y and quantity of corticotropin-releasing hormone mRNA in NPLC cells. Mol Endocrinology, 6: 476-484. doi:10.1210/mend.6.3.1350054. Laura B. Rosen, MD, PhD, page 8 M : � Reviews 0'DONNELL P., �� I,,,,,,,��,�ALEXANDER R., MURTHY V., DAVIES, C.H., RATTI E. Strategies to Address Challenges in Neuroscience Drug Discovery and Development. 2019. Int J Neuropsychopharm 22:445-448. ;;;;;;�; � I,,,,,,,��, ��,� GINTY, D.D.,AND GREENBERG, M.E. 1994. Calcium Regulation of Gene Expression. Adv Sec Mess �;;; Phosphoprot Res, 30: 225-253. �°' ;;;;;;�; � I,,,,,,,��,��,AND GREENBERG, M.E. 1994. Regulation of c-fos and other immediate early genes in PC12 cells as a model of specificity in neuronal signaling. In, Molecular Neurobiology:Proceedings of the Second NIMH Conference(NIH Publication#94-3613), 203-216. Abstracts 0'DONNELL P., DONG C., MURTHY V.,ASGHARNEJAD M., DU X., SUMMERFELT A.,WENDLAND J., DUNAYEVICH E., LITMAN R., HETRICK W.P., HONG E., �� I,,,,,,,��, 60t"Annual Meeting of the American College of Neuropsychopharmacology(ACNP), San Juan, PR, 12/05-12/08, 2021. Neuropsychopharmacology(2021)46:218-368 (P 514). 0'DONNELL P., DIJKSTRA F., DAMAR U., QUANHONG L., DE GOEDE A., XU L., BUHL D., ZUIKER R.,ASGHARNEJAD M., MURTHY V., ROTENBERG A., JACOBS G., °" ,;�; � I,,,,,,,��, Transcranial Magnetic Stimulation as a Potential Translational Biomarker for Modulation ofAMPA Receptor Function. 58t"Annual Meeting of theAmerican College of Neuropsychopharmacology(ACNP), Orlando, FL, 12/08-12/11, 2019. Neuropsychopharmacology(2019)44:385—538(W 74). SHORT III, G. F., HEGARTY, B., SZEGDA, J., ° � � I,,,,,,,��,� CERMAK, J.,WESTPHAL, C.WESSEL,T. Chemical Neuro Stimulation by FLX-787, a co-activator of TRPAI/TRPV1, for the Potential Treatment of Cramps, Spasms and Spasticity. 69t"Annual Meeting of the American Academy of Neurology, Boston, MA, 04/22-04/28, 2017. Neurology 2017; 88(16 Supplement). �° ;;;;;;; I,,,,,,,��,,,,,��,� SUTHERLAND R., SOLBERG E.D.,TORNBLOM A., HEGARTY 6., LIU J., SHORT G.,WESTPHAL C., CERMAK, J. Synthetic Transient Receptor Potential lon Channel Activators Demonstrate Efficacy in Preventing Human Muscle Cramping: Potential New Drug Treatment for Muscle Cramps and Spasticity. 18t"Annual Meeting of the American Society for Experimental Neurotherapeutics (ASENT), Bethesda, MD, 03/17-03/19, 2016. Neurotherapeutics(2016) 13:647-657. �� ;;;;;;�; � I,,,,,,,��,� POMFRET, M., BILLINTON,A., CHESSELL, I., CHESSELL, T., KUGLER,A., LINDQVIST E., MCFARLANE, M., GROVES, M., NARWAL, R., TAN, K., TATIPALLI, M., DUDLEY,A. Tolerability and preliminary pharmacodynamics after single doses of MED11814, a Beta-Amyloid 42(Af342)-specific antibody, in mild-moderate Alzheimer's disease. 8th International Conference on Clinical Trials in Alzheimer's Disease(CTAD), Barcelona, Spain, 11/05-11/07, 2015. ALEXANDER, R.C., ° � �� I,,,,,,,��,��,� RUSSELL, M., KUGLER,A.R., CEBERS, G.,YE, N., OLSSON,T., HAN, D., ERESHEFSKY, L. AZD3293,A Novel BACE1 Inhibitor: Pharmacokinetics and Effects on Plasma and CSF A�3 Peptides Following Multiple-Dose Administration in Alzheimer's Disease Patients. 12th International Conference on Alzheimer's& Parkinson's Diseases, Nice, France, 03/17-03/21, 2015. CREMA, M.D., ROEMER, F., LI, L., �°' ,;�; � I,,,,,,,��,��,y DUDLEY,A.,ALEXANDER, R., GUERMAZI,A. Comparison Between Semiquantitative and Quantitative Methods for the Assessment of Knee Synovitis Using Non-Enhanced and Gadolinium- Enhanced MRI. Annual Meeting of the American College of Rheumatology, San Francisco, CA, 11/06-11/11, 2015. Laura B. Rosen, MD, PhD, page 9 M : � SUN, H., BROWN, K., CALDER, N., LI, X.,YEE, K.,WILBRAHAM, D., ��° � � I,,,,,,,��,� CHODAKEWITZ,J.,WAGNER,J., MURPHY, M.G. MK-6096, a dual orexin receptor antagonist, enhances sleep onset and maintenance as measured by PSG in healthy male subjects.World Sleep 6th Quadrennial Congress, Kyoto, Japan, 10/16-10/20, 2011. SUN, H., KENNEDY, D., LEWIS, N., LAETHEM, T.,YEE, K., LI, X., DE HOON, J.N., VAN BORTEL, L., �, � I,,,,,,,��,� CHODAKEWITZ, J.,WAGNER, J., MURPHY, M.G.The single dose pharmacokinetic (PK)and pharmacodynamic(PD) profiles of suvorexant(MK-4305), a dual orexin receptor antagonist, in healthy male subjects. World Sleep 6th Quadrennial Congress, Kyoto, Japan, 10/16-10/20, 2011. SANABRIA-BOHORQUEZ, S.M., VAN LAERE, K., KOOLE, M., BORMANS, G., SERDONS, K., DE HOON, J.N., VANDENBERGHE, R., DE LEPELEIRE, I., REYNDERS,T.,TAMAGNAN, G., SEIBYL, J., MAREK, K., JENNINGS, D., BARRET, 0., KOREN,A., ��° �, �� I,,,,,,,��,,,, ��,� EVELHOCH, J., HOSTETLER, E.D., SUR, C., FORMAN, M., HARGREAVES, R.J. Preliminary evaluation of the amyloid PET radioligand [18F]MK-3328 in Alzheimer's Disease patients. Alzheimer's Association International Conference (AAIC), Paris, France, 7/16-7/21, 2011. SAVAGE, M.J., LUTHMAN, J., CHEN, X., FORMAN, M., KENNEDY, M., LATERZA, O.F., PALCZA, J.S., PARKER, E.M., �� ;;;;;;; � I,,,,,,,��,�;;;��,�TANEN, M.R., TERRACINA, G.,TROYER, M.D.,TSENG,J.,TZONTCHEVA,A., MARGOLIN, R. Contribution of Merck Abeta placebo drift clinical data to Alzheimer's Disease Neuroimaging Initiative (ADNI).Alzheimer's Association International Conference (AAIC), Paris, France, 7/16-7/21, 2011. KLEIJN, H.J., HING,J., SU,J., DE GREEF, H.R.,WINCHELL, G.A., �° „�', �� ,,,,,,,��,��,�� STONE, J.A. Development and application of a semi-mechanistic model for modulation of amyloid- beta in cerebrospinal fluid after inhibition of gamma- secretase. Population Approach Group In Europe (PAGE),Athens, Greece, 6/7-6/10, 2011. SUN, H., LEWIS, N.M., CALDER, N.A., LI, X.,YEE, K.,WILBRAHAM, D., ��° �, � I,,,,,,,��,,,,��,� CHODAKEWITZ, J.A., MURPHY, G. Effects of MK-4305, a dual orexin receptor antagonist, on sleep parameters as measured by PSG in healthy male subjects. Association of Professional Sleep Societies, San Antonio, TX, 6/5-6/10, 2010. BLANCHARD, R.L., SUN, H., MCCREA, J.6., SCHOEDEL, K., NGO, P., LI, X., PANEBIANCO, D.L., � � I,,,,,,,��,�;;��,� MURPHY, M.G., and SELLERS, E. A clinical study demonstrates no potential for recreational abuse of telcagepant. American Headache Society(AHS), Los Angeles, CA, 06/24-06/27, 2010. SAVAGE, M.J., WU, G., MCCAMPBELL,A., WESSNER, K.R., CITRON, M.P., LIANG, X., HSIEH, S.H.,WOLFE,A.L., KINNEY, G.G., �� ,;�', � I,,,,,,,��;°��,and RENGER, J.J.A novel multivalent Abeta peptide vaccine with preclinical evidence of a central immune response that generates antisera recognizing a wide range of abeta peptide species. Alzheimer's Association International Conference (AAIC), Honolulu, HI, 07/10-07/15, 2010. SCHOEDEL, K., �� , � I,,,,,,,��,��,��ALEXANDER, R.C.,WANG, J., SNAVELY, D.B., MURPHY, M.G., CHODAKEWITZ, J.A., MENGEL, H., ROMACH, M. and SELLERS, E.A single-dose randomized, double-blind, crossover abuse liability study to evaluate the subjective and objective effects of gaboxadol and zolpidem in recreational drug users. American Society for Clinical Pharmacology and Therapeutics (ASCPT),Washington, DC, 03/18-03/21, 2009. SUN, H., �� , �� I,,,,,,,��,�;;;��,�WANG, H., STANER, C., HEIRMAN, I., LAETHEM,T., MACLEOD,A.M., LADDUWAHETTY,T., MCALLISTER, G., HERRING, W.J., DANJOU, P., CORNETTE, F. and MURPHY, M.G. MK-0454, a 5-HT2A receptor antagonist, increases slow wave sleep duration in healthy subjects. American College of Neuropsychopharmacology (ACNP), Scottsdale,AZ, 12/07-12/11, 2008. SCHOEDEL, K., ROMACH, M., ��° � � I,,,,,,,��,��,�ALEXANDER, R.C.,WANG, J., SNAVELY, D.B., MURPHY, M.G., MENGEL, H. and SELLERS, E.Adverse psychiatric effects of gaboxadol at high doses in recreational drug users. 44t"Annual Meeting of the American College of Neuropsychopharmacology(ACNP), Scottsdale,AZ, 12/07-12/11, 2008. ZOETHOUT, R., IANNONE, R., DE HAAS, S.L., VAN DYCK, K., PALCZA, J., ° � � I,,,,,,,��,��,� MURPHY, M.G., CHODAKEWITZ, J.A., GOTTESDIENER, K.M., MARSILIO, S., SATO, N.,TOKITA, S., LOUIS, E.D., RENGER, J.J., Laura B. Rosen, MD, PhD, page 10 M : � BLOEM, B., SCHOEMAKER, R.C., COHEN,A. and VAN GERVEN, J.The effects of a histamine-3 receptor inverse agonist, on essential tremor in comparison to ethanol. European College of Neuropsychopharmacology 21th Congress, Barcelona, Spain, 08/30-09/03, 2008. LASH, H.A., HAMMOND, O.C., TALATY, J.E., �� ,,,,,,,��,�;;;��,�� MARCHESE, R.D., SIKKEMA, D.J. and KIERSTEAD, L.S. The challenges to the development of a safety biomarker assay to detect amyloid-beta specific T cell activation. Alzheimer's Association International Conference (AAIC), Chicago, Illinois, 07/26-07/31, 2008. IANNONE, R., ZOETHOUT, R.,VAN GERVEN, J., SHOEMAKER, R., BLOEM, 6.,VAN LUMMEL, R., PALCZA,J., MURPHY, M.G., CHODAKEWITZ, J.A., BUNTINX,A.P., GOTTESDIENER, K.M., MARSILIO, S., �°' ,;�', �� I,,,,,,,��,,,,,��,�VAN DYCK, K., SATO, N.,TOKITA, S., LOUIS, E. and RENGER, J.J. Validation of a sensitive and standardized tool for evaluation of novel therapies in patients with essential tremor. Parkinson's Disease and Movement Disorders International Congress, Chicago, I L, 06/22-06/26, 2008. STONE, J.A., �� ,,,,,,,��,,,,,��,�� COOK,J.J., SHEARMAN, M.S., SUN, H., REILLY, M.A. and WINCHELL, G.A. Successful cross-species scaling of CNS Abeta40 response to a gamma secretase inhibitor through semi-mechanistic PK/PD modeling and application to early decision making. American Conference on Pharmacometrics, Tucson,AZ, 03/09-03/12, 2008. KESISOGLOU, F., WU,Y., STONE,J.A., MATTHEWS, C.Z., ��' „�', � I,,,,,,,��,��, Assessment of bioequivalence of formulations through absorption simulations: a case for biowaivers for BCS Class II weak acids. American Association of Pharmaceutical Scientists 2007 Annual Meeting And Exhibition (AAPS), San Diego, California, 11/11-11/15, 2007. ZOETHOUT, R., DE HAAS, S.L., VAN DYCK, K., DE SMET, M., ��°' �, � I,,,,,,,��,,,,,��,�� MURPHY, M.G., GOTTESDIENER, K.M., SCHOEMAKER, R.C., COHEN,A.F. and VAN GERVEN, J.A.A double-blind, double-dummy, randomized, placebo- controlled, crossover study to investigate the effects of ethanol and TPA023 on essential tremor. For presentation at: European Association for Clinical Pharmacology and Therapeutics 8th Congress (EACPT),Amsterdam, 08/29-09/01, 2007. STONE, J.A�� ,,,,,,,��,�;;;��, and WINCHELL, G.A. Semi-mechanistic PK/PD model of reduction in CSF Abeta40 in humans following single-doses of the gamma secretase inhibitor MK-0752. For presentation at: European Federation of Pharmaceutical Sciences: Optimising Drug Development Conference (EUFEPS), Basel, Switzerland, 11/29-12/02, 2006. �° ;;;;;;; � I,,,,,,,��,��,� STONE, J.A.,YUAN, J., PLUMP,A., HARRISON,T., FLYNN, M., DALLOB,A., MATTHEWS, C., STEVENSON, D., SCHMIDT, D., SALOMON, R., PALMIERI, T., LEIBOWITZ, M., ERESHEFSKY, L.,JHEE, S., WINCHELL, G., SHEARMAN, M.S., MURPHY, M.G. and GOTTESDIENER, K.M. The gamma secretase inhibitor MK-0752 acutely and significantly reduces CSF Abeta40 concentrations in humans. International Conference of Alzheimer's Disease and Related Disorders(ICAD), Madrid, Spain, 07/16-20/2006. °°° ��,� GINTY D.D. and GREENBERG M.E. Calcium Activation of the Ras/MAP kinase signaling pathway. „ ,,,,,,', y (,,,,,,,��,,, � � � , Keystone meeting on Second Messenger and Phosphoprotein Signaling Pathways, Keystone, CO3 July, 1994. �� ;;;;;;�; � I,,,,,,,��,��, andADLER, G.K. Regulation of CRH by protein kinaseAand C second messenger pathways and by glucocorticoids." Endocrine Society Meeting, Washington, DC, July, 1991. Lexington MA Boards & Committees Submit Date: Mar 29, 2024 Application Form Profile i i i i i i i i � i i i i i i www.lexinatonma.qov/calendar� I I I I r I I I I I I I I I I I j I � I I I I I � I I I I I I I � I I I I I I I r I I _ _ I I _ _ � Elaine Rudell Fir�t �rr�� iddle L��t �rr�� Initi�l . . . . . . . .' . ..... Ms. Er��il Addr�� . . 29 Turning Mill Road f-Ic�r��Addr��.s S�it�c�r Apt Lexington MA 02420 �ity St�t� P��t�l Cc�d� . . . � . . . . . 6 yea rs . . . . Precinct 5 Home: Prirn�ry Phc�n� Alt�rr��t�Phc�r�e Elaine Rudell Kaplan North America Sr VP . . Er�play�r J�b Titl� Home - same as above . . . Noise Advisory Committee: Submitted I nterests & Experiences � . . . . . . PhD inHealth Administration Bio.doc lJpl��d��starr�� . . . . . . As a healthcare educator for over 50 years, I have learned about health issues associated with noise and would like to be involved in this committee since this impacts the town in which I live. With the expansion of the airport, I would like to be involved in this committee to make certain the town's interests are addressed. . . . . . . I learned through reading the location newspapers and speaking to people in town. . . . . . Yes • No . . . . . , . . . . . . . � Yes � N o . . Yes • No . . . . , � ��r�flict�f Ir�tere�t L�w Tr�ir�ir�g C�rtifi��t� Elaine Rudell Bio Elaine has over 33 years of cumulative healthcare industry experience, including medical education, pharmaceutical industry, and nursing instruction (divisions affiliated with New York University, Columbia University, and Hunter College). During her 16-year career in the pharmaceutical industry, Elaine had experience in clinical research, regulatory, and marketing in a wide range of therapeutic areas, including cardiology, endocrinology, and diabetology. Her scientific background and industry experience have enable her to provide strategic direction to business plans and programs for compounds in various stages of their life-cycle development. In her following 12 years in medical education (including CME), she has been worked with Fortune 500 pharmaceutical companies to conceptualize and implement a wide variety of programs including: scientific satellite symposia, content development meetings/speakers' training programs, advisory board meetings, publication plans, monograph and newsletter development, web-based educational programs, and managed care initiatives. As Senior Vice President, Editorial Director, Elaine is responsible for providing strategic and scientific direction to content developed for Projects In Knowledge programs and proposals, ensuring that CME materials supporting the programs are generated, and providing direction to writing and copywriting staff. Lexington MA Boards & Committees Submit Date: Mar 27, 2024 Application Form Profile i i i i i i i i � i i i i i i www.lexinatonma.qov/calendar� I I I I r I I I I I I I I I I I j I � I I I I I � I I I I I I I � I I I I I I I r I I _ _ I I _ _ � Pamela H Fowler Fir�t �rr�� iddle L��t �rr�� Initi�l . Pam . . ■ ■ ■ ■ ■/ ■� ■■■■■ Er��il Addr�� . . 8 Lois Lane f-I�rr��Addr��.� S�ait�c�r Apt Lexington MA 02420 City St�t� Pc��t�l Cc�d� . . . � . . . . . 10 yea rs . . . . Precinct 8 Mobile: Prirn�ry Phc�n� Alt�rr��t�Phar�� Pamela H Fowler Retired but previously with CVS Health/Aetan Chief Marketing Leader, VP Er�plczy�r J�b Titl� . . . Tourism Committee: Submitted I nterests & Experiences � . . . . . . Here are some of the high-level skills I bring to this role: Marketing, Fundraising, Project Planning, Events Management, Technology Enablement, and Community Engagement. Over the last 4 years, I developed strong community connections (KoLex, CAAL, IAL, LexFun and the Historical Society, to name a few.) through my work on the Cary Library Foundation Board. From 2022-2024 I have been President. Our 24-member board is tasked with raising $750,000 to augment anticipated funds by the Town, for the renovation of the children/large meeting room spaces on the bottom floor of the library. We are on track to exceed our fundraising goal. I spent my 30+ years of business in sales, marketing, and consulting in the healthcare and technology fields. Also, I have been on a half dozen boards (academic medical center, hospital, school, and state agency). You will see these noted on the last page of my resume. Pamela Fowler Resume LexBoard.doc lJpl��d��s�rr�� . . . . . . I retired and joined the Cary Library Foundation Board to be more engaged with my local community. I'm about to finish my 2-year term as President and I am looking for the next opportunity to build stronger �ommunity �onnections. I am planning to volunteer on a Lexington Historical Society committee which should align closely with the activities of the Tourism Board. . . . . . . There was information on board appointments in the Lexington Times. Also, Lexington colleagues and friends who sit on town boards suggested I get more involved. Note: My background and deep interests are in public and private health. I would like to be considered for the soon-to-be-open role on the Board of Health. . . . . . Yes • No Pamela H Fowler . . . . . 1 . . . . . ■ ■ • Yes N o . . � Yes � N o . . . . . � TB D C�r�fli��f Ir��r��t L��Tr�ir�ing C�rtifi��t� Pamela H Fowler Pamela Herideen Fowler Lexin ton, MA 02420 � � � ��, Marketing Technology Leader Accomplished, senior business leader with MBA and marketing, sales, and consulting experience in the healthcare and technology sectors. Her expertise and performance resulted in repeated revenue growth and green-field market expansions. Board advisor with exemplary problem-solving and governance abilities. Core marketing competencies include: • Market Strategy&Planning • Revenue Generation • Demand Generation • Brand Development • Proj ect Management • Events&Demonstrations • Messaging,Positioning&PR • Digital Marketing(web, social) • User Engagement Professional Experience Clearsense LLC, Jacksonville,FL 2021 - 2022 Chief Marketing Officer,Data&Analytics Advanced the go-to-market strategy and plan execution while simultaneously managing the strategic relationships with industry analysts and strategic partners. Drove new revenue,pushed cross and upsell opportunities to existing customers,built brand equity, and grew thought leadership for a cloud-enabled,AI-driven data management platform. • From May-December 2021 captured 459 marketing qualified leads, created 1,462 engagements on 70 social media posts, and realized a 38%increase in LinkedIn followers. Grew media exposure across a dozen online publications and communities. CVS Health/Aetna: Wellesley,MA 2017- 2020 VP Marketing,Analytics Established a professional marketing function at HDMS, an Aetna-owned healthcare analytics company.Drove marketing strategy and campaign execution resulting in market penetration,business growth, and customer retention. Re-positioned the brand, scaled demand generation, expanded sales content, and implemented a marketing automation platf orm integrated with Salesf orce. • By Q1'20, quadrupled the number of marketing qualified leads and grew the pipeline to 3x revenue. Chief Marketing Leader, Joint Venture Health Plans Launched foundational marketing elements for 5 Joint Venture/health plan start-ups including brand, value proposition/messaging, sales playbooks, advertising,lead generation campaigns,websites, and events. • At one Joint Venture, implemented a 2-day sales event with 250 broker attendees that resulted in> 60 leads over the subsequent 2 quarters. Medscape (formerly owned by Merck): Reading,MA 2015 - 2017 Vice President,Digital Marketing Implemented an aggressive 8-month corporate re-branding initiative backed by primary research. Launched new company name, vision/mission, corporate messaging/positioning, visual identity, and product architecture within 4 months. Completed global brand launch across 5 offices on time and 6%under budget. • Drove 12 lead generation campaigns across 5 global markets that included trade shows, speaking engagements, webinars, social media, and digital advertising.A single European campaign resulted in 260 leads and sales opportunities valued at$5.6M. Edifecs: Bellevue,WA 2013 - 2014 Interim Assignment,Product Marketing Built messaging, sales assets, and trade show content to support accelerated adoption and demand for data exchange software solutions f or multi-state payers. CA Technologies: Islandia,NY 2009-2012 Global Healthcare Advisor Developed corporate go-to-market plans and partner solutions to drive vertical segment healthcare revenue with AT&T Healthcare, Deloitte, Mycroft, and PwC in North America and Europe. Collaborated with software product groups on solution messaging and positioning and commenced j oint selling to key accounts. • Grew global healthcare partner pipeline more than$33M and booked new alliance revenue of$4.4M in Q1-QZ '13. Page 2 Pamela H.Fowler Chief Healthcare Marketing Evangelist Organized and managed a company-wide Health Task Force to determine new revenue and business opportunities. Presented to CEO and Executive Leadership Team recommendations that became the foundation for the company's healthcare vertical business strategy. • Contributed 22.6%growth in healthcare new product software revenue over previous fiscal year. Washington Technology Industry Association: Seattle,WA 2005 - 2007 Executive Vice President,Chief Operating Officer Managed operating units at the largest technology trade association in North America supporting 1,200 companies. Supervised teams driving revenue and delivering business services. • Expanded the Association's $24M health benefit trust with Regence Washington to include 7,000 beneficiaries through an aggressive adoption program with a consortium of brokers and agents statewide. Adaptis: Seattle, V1TA 2001 - 2005 Vice President, Sales &Marketing Established sales, product marketing, and strategic planning functions for an early-stage software company. Re-branded the company, re-evaluated business markets, and then commenced selling long-term, multi-million-dollar contracts to C-level executives. • Managed a sales pipeline expected to yield service contracts totaling over $14M. Contributed to 425% increase in company valuation over 4 years which positioned the organization favorably f or its exit strategy. Additional Experience GE Healthcare(formerly MedicaLogic): Portland, OR Regional C onsulting Manager,Electronic Medical Records Co-created a self-sustaining professional services department for a software company. Grew a 40-person division responsible for delivering redesign,installation,and user training.Increased software implementations by more than 300%to 10,000 licenses. PwC: Portland, OR Managing Associate,Healthcare Practice Identified, sold, and delivered information technology and healthcare consulting services to executive decision-makers that resulted in practice revenue growth.Added 4 new customers to the firm's regional client list while maintaining a 30%utilization rate. Education Bachelor of Arts(BA), Brown University Master of Business Administration(MBA),Thunderbird School of Global Management Continuing Professional Education(CPE),T.H. Chan, Harvard School of Public Health Addendum Private Business Owner, H. Fowler Real Estate LLC, a California property management company,Rancho Mirage, CA(2016-2024) Board Appointments President, Cary Library Foundation,Lexington,MA(2020-Present) • Supervising a 24-person (volunteer) board tasked with fundraising to support Cary Memorial Library. Launched a multi-year (2023-2024)capital campaign to raise$750,00 for large-scale renovation. On point to almost double the expected goal. Founder/Philanthropy Advisor, Fowler/Herideen Family Trust in collaboration with the University of Washington, Department of Global Health(2020-Present) • Providing funding and oversight for interdisciplinary research aimed at improving the health of women and children in Kenya by understanding infectious diseases affecting this population and testing interventions. Board of Trustees,University of Washington Physician Practice Plan, Seattle,WA(2013-2015) • As an Executive Committee member, provided oversight of strategies, practices, and policies for 2,600+ providers across the University of Washington. Advisory Board, State of Washington,Health Benefit Exchange(2013-2014) • Provided guidance and advisory insights to the State of Washington on the launch and operations of their health benefit exchange. Board of Trustees,UW Medicine/Northwest Hospital&Medical Center, Seattle,WA(2010-2015) • Responsible for board oversight of hospital operations, medical practices, financials, legal/regulatory and compliance policies, and technology plans for this 300+bed hospital,part of UW Medicine. Board of Trustees, Eastside Catholic School, Sammamish,WA(2005-2009) • Collaborated on the 3-year capital campaign and new campus development project for this faith-based middle and high school of 862 students, grades 6-12. Lexington MA Boards & Committees Submit Date: Jan 21, 2024 Application Form Profile i i i i i i i i � i i i i i i www.lexinatonma.qov/calendar� I I I I r I I I I I I I I I I I j I � I I I I I � I I I I I I I � I I I I I I I r I I _ _ I I _ _ � Mirela Vaso Fir�t �rr�� iddle L��t �rr�� Initi�l . . . . . . . .' . ..... E��il Addr�� . . 18 WEBSTER RD 18 WEBSTER RD f-Ic�r��Addr��.s S�it�c�r Apt Lexington MA 02421 �ity St�t� P��t�l Cc�d� . . . � . . . . . 5 . . . . None Selected Mobile: Prirn�ry Phc�n� Alt�rr��t�Phc�r�e Mirela Vaso . Director of Finance and Harvar University A ministration Er�plczy�r J�b Titl� 1730 Cambridge St, Cambridge, MA 02138 . . . Town Celebrations Committee: Submitted I nterests & Experiences � . . . . . . Mirela brings a wealth of experience in financial management, human resources, administration and oversight of complex research activities at Harvard University in progressive leadership roles. I'm a driven person who works hard to attain my goals. M Vaso Resume 12 28 22 pdf lJplc��d�Ft��urr�e . . . . . . I would like to to use my skills and passion to support those in need and contribute towards building a stronger community in Lexington. . . . . . . Online . . . . . Yes • No . . . . . , . . . . . . . Yes • No . . Yes • No . . . . . ��r�flict af Ir�tere�t L�w Tr�ir�ir�g C�rtifi��t� Mirela Vaso M I R E LA VAS O 18 Webster Road, Lexington, MA 02421 Phone: ' • E-mai . S U M MARY An experienced financial professional, skilled in financial and administrative operations, budgeting, reporting and forecasting planning; lifecycle research administration and compliance with sponsors regulations and University policies; HR management, process efficiency and process improvement; project management and problem - solving skills that support business operations and deliver results in fast-paced academic environments. Highly organized, detail — oriented and adhere to deadlines; self-directed, team and multi-task oriented with strong interpersonal skills; sense of creativity and motivation to improve existing processes; ability to analyse complex issues for an in-depth understanding to develop a desired outcome. PROFESSIONAL EXPERIENCE Faculty of Arts and Sciences, South Asia lnstitute Director of Finance and Administration January 2022 —present Member of the Institute's leadership team leveraging strong strategic, financial leadership in overseeing all fiscal and administrative functions, including budgeting, forecasting, reporting, grant lifecycle management, payroll, space, information technology, human resources administration and promotion of an inclusive and innovative work environment. ■ Oversee the annual operating budgets for Cambridge and New Delhi offices consisting of unrestricted, endowment, current-use gifts, and sponsored funds. ■ Facilitate decision making by providing monthly analysis and recommendations of budget and spending activity on funds. Create long-term financial models and projections for the Institute to assist with strategic planning and ensure current and long-term financial health of Institute; provide ad-hoc financial reports for the Faculty Director, annual report, steering committee, donors and other groups as needed. ■ Manage sponsored funds for the Institute during pre- and post-award periods; work with FAS Research Administration and Office for Sponsored Programs on proposal submission, reporting, compliance and close-out. ■ Manage Institute's chart of accounts coding — create new activities and sub activities to organize spending as needed. ■ Coordinate with FAS and University Development offices on terms for new gifts and endowments. Track donor pledges and pledge payments. • Manage HR administration for the Institute, including recruiting, job classifications and reclassifications, performance management, onboarding new staff. Liaise with FAS HR Sr. Consultant on employee relations issues. Partner with Harvard Global HR and FAS HR on all overseas hiring. Ensures Institute's compliance with Independent Contractor and other hiring regulations. ■ Personnel management responsibilities include training and development, workflow and performance managementforthe financial associate. Harvard Medical School, Office for Research Operations and Global Programs Associate Director of Finance - promoted January 2020 —January 2022 Oversaw $30M in annual sponsored research and gift funding, annual operating budget, grant I ifecycle management, fiscal and accounting operations for the H MS Office for Research Operations and Global Programs. ■ Managed all financial activities, including processing and approving financial transactions such as payroll adjustments, accounts payable/receivable, procurement, research administration process for pre-award and post-award management and monitoring, ensuring compliance with Harvard University policies and procedures and sponsors guidelines. Oversaw year-end financial closing processes and led the audit. ■ Assisted the Chief Research Operations Officer in the development of business, financial modeling and analyses for translational initiatives and prepared budgets for new programs/initiatives as needed. ■ Maintained internal controls, business performance, and fiscal integrity; identified operational challenges and proactively resolved problems that spanned across multiple funding streams. ■ Served as primary authority/administrator for multiple financial and HR systems. • Effectively managed two grants managers, including training and development, workflow and performance management. Harvard Medical School, Office for Research Operations and Global Programs Finance Manager, HMS Research Cores 2015—2020 Oversaw day-to-day financial administration and took lead role in developing the annual budgets, grant lifecycle management, monitoring spending, accounts payable/receivable, accounts reconciliation, forecasting various financial scenarios and make financial recommendations to support four HMS Research Core Facilities, including ICCB-Longwood Screening Facility; Cryo- EM Center, Single Cell Core and Mouse Behavior Core. Worked closely with HMS administrative leadership to implement recommendations for the management of HMS Research Core Facilities. ■ Oversaw the annual operating budgets and grant lifecycle management for 4 HMS Research Facilities; provided data analysis and forecasted future financial scenarios to support requests for funding; identified budget variances and reduced deficits; managed fiscal year closings and delivered financial reporting. ■ Prepared quarterly and multi-year expense and revenue forecasts that highlighted the key drivers of expense variances vs. budget. ■ Authorized general ledger expenditures/transactions, journal entries, reimbursements, and provided daily monitoring of sponsored funds, gifts, revenue generated from user fees, and payroll activities to the general ledger and within budget and timeline. ■ Calculated annual fee schedules for services charged to internal affiliated and external users based on complex data, modeling and funding trends. ■ Pre and post-award management services for a variety of award mechanisms sponsored and gift funding. Lead the audit of individual cores. Harvard University, Office for Sponsored Programs Research Finance Portfolio Manager 2013 - 2015 Managed a team of financial analysts to ensure monitoring of expenditures, timely invoicing and reporting on the federal & non-federal grants and contracts and award close-out for an assigned portfolio of Harvard's Schools (FAS, HKS, HLS, HDS, GSE, SEAS). Provided leadership across the post-award functions to ensure compliance with sponsor and institutional policies and guidelines. ■ Reported on the financial aspects and deliverables for each School under my portfolio and ensured compliance across the award lifecycle. ■ Served as a resource for problem-solving and compliance expertise. Interfaced regularly with key School leadership and department contacts (CFO, Associate Dean for Research Administration, Director of Finance, Grant Managers, others). ■ Assisted in continually evaluating the longer-term needs of OSP and departments to ensure sustainability and functionality of the billing and reporting tool as well as other administrative tools. ■ Developed new business processes. Delivered regular management reports focused on team activity, financial analysis and metrics of the portfolio. Harvard Medical School, Department of Microbiology Senior Grants Manager 2008 - 2013 ■ Oversaw day-to-day financial administration of a complex portfolio of sponsored and non- sponsored accounts, including multiple-sites grants. Reconciled accounts and conducted quarterly financial analysis for ICCB-L and other service centers at M BI B. ■ Managed pre- and post-award of a sponsored awards portfolio, including grant proposal submissions, budget and budget justification development, award and account/s set-up in Harvard GMAS system, post-award management and monitoring; reporting and account closeout. ■ Reviewed and approved accounts payable including vendor invoices, reimbursements, Pcard transactions and accounts receivable. ■ Prepared monthly reports and financial analysis that highlighted the key drivers of expense variances vs. the budget, prior forecasts and prior months. Proposed alternative spending plans for preventing over/under spending of sponsored program accounts proposed financial scenarios for service center's fees. Recommended budget adjustments, and other cost improvement measures. Advised the Principal Investigators on financial matters. Harvard Medical International/Harvard Medical School Program Coord inator 2006 —2008 ■ Effective management of day-to-day administration of around 18 educational programs, with the participation of HMS faculty, delivered internationally. ■ Drafted annual and multi-year budget projections for 18 programs with annual budgets $1 .2M total; prepared financial analyses and reports for each project. ■ Improved the existing budgeting procedures for Continuing Medical Education programs, which resulted in optimizing revenue by 10% and increased effectiveness of educational programs delivered in Dubai. ■ Identified and resolved errors and potential problems by working proactively with the Finance Team and Project Managers. ■ Advised client executives on financial and administrative matters and kept them appraised of all project elements including operations, implementations, financial status monitoring and reporting. ■ Liaison between Harvard Medical International and Harvard Medical School Dubai Center on financial and programmatic issues. Chelsea Neighbourhood Housing Services Bookkee per/Office Manager 2004 — 2006 Accurately processed accounts payable, accounts receivable and made sure that records accurately presented the Organization's activities and financial situation. Managed the effective running of CNHS's busy office and oversaw the implementation of efficient administrative, grant and H R processes and systems. ■ Managed the successful transition of the Organization's accounting software from Quickbooks to Peachtree without any work interruptions or delays in processing AP & AR and ensured timely collections of revenues. ■ Initiated the process and collaborated in the design, implementation and maintaining of a database for grants, reports and contact management. ■ Prepared journal entries and reconciled general ledger and subsidiary accounts; prepared monthly financial statements, including distributing monthly revenue and expenditure reports to real estate and community development departments. ■ Prepared the administrative segment of the annual budget of $3.1 M. Assisted the fundraiser in the generation of grant proposals and reports. ■ Processed payroll for employees and consultants and posted journal entries; reconciled restricted and unrestricted bank accounts; reconciled general ledger accounts and agency cred it ca rds. ■ Increased organization's effectiveness by totally reorganizing the filing system; developed new Personnel Manual and administrative procedures to meet the current employment law and organizational changes. ■ Successfully managed IT and other administrative consultant services and supervised staff. Netherlands Development Organization — Tirana, Albania Management Assistant/Logistical Officer 1996-2004 Provided administrative support to the Country Director and 3 Senior Management members in all facets of project implementations and in identifying and maintaining relations with other development partners in the Country. ■ Negotiated vendor contracts and improved long-term relationships with major supplier accounts achieving greater benefits and reducing expenses. ■ Prepared documentation related to procurement and ensured compliance with domestic and organization's standards. ■ Provided diligence and discretion in dealing with confidential and personnel matters. EDUCATION Masters in Management, Concentration in Finance and Control Harvard University Extension School, May 2010 Bachelor of Science in Physics, University of Tirana, Albania, 1996 Minor in math and chemistry. PROFESSIONAL DEVELOPMENT AND ACTIVITIES ■ "Leadership in Action", November 2022 — June 2023. A year-long program attended by high-performing mid-to senior level managers who have demonstrated leadership capability at Harvard. ■ Harvard Certificate of Excellence for Contribution to the Design, Development and Deployment of Harvard Grants Management dashboards in HART, 2016 ■ Research Excellence in Administration Certificate at Harvard, Harvard University, July 2011 ■ National Council of University Research Administrators (NCURA), member ■ Harvard University Universal ManagerTraining, 2019 ■ NCURA Annual Financial Administration Conference in 2010, 2014, 2018, 2020 TECHNICAL PROFICIENCIES PeopleSoft, Harvard Oracle Financial Applications, GMAS, B2P, Concur, Harvard Analytics and Reporting Tool (HART), GMAS, MS Office, etc. Lexington MA Boards & Committees Submit Date: Mar 23, 2024 Application Form Profile i i i i i i i i � i i i i i i www.lexinatonma.qov/calendar� I I I I r I I I I I I I I I I I j I � I I I I I � I I I I I I I � I I I I I I I r I I _ _ I I _ _ � Perla Walling-Sotolong Fir�t �rr�� iddle L��t �rr�� Initi�l . . . . . . . .' . ..... E��il Addr�� . . 1775 Mass Ave f-I�rr��Addr��s Suit�or Apt Lexington MA 02420 �ity St�� Pc�s��l�c�d� . . . � . . . . . 12 . . . . None Selected Mobile: Prirr7�ry Phc�n� Alt�rr��t�Phar�� Coldwell Banker Realty Realtor . Emplc�y�r Jc�b Titl� Perla Walling-Sotolong 1775 Mass Avenue Lexington MA 02420 . . . Town Celebrations Sub�ommittee: Submitted I nterests & Experiences � . . . . . . Top real estate agent for over 12 years in Lexington, former resident, my children attended Bridge elementary. lJple��d��e��ar�e . . . . . . . . . . . . . . . . . • Yes N o . . . . . , . . . . . . . • Yes N o . . � Yes � N o . . . . ► � �r�r��li�t�f Ir�t�r��t L�vv Tr�ir�ir�g��rtifi��te Perla Walling-Sotolong Lexington MA Boards & Committees Submit Date: Nov 09, 2023 Application Form Profile i i i i i i i i � i i i i i i www.lexinatonma.qov/calendar� I I I I r I I I I I I I I I I I j I � I I I I I � I I I I I I I � I I I I I I I r I I _ _ I I _ _ � Huma Wasim Fir�t �rr�� iddle L��t �rr�� Initi�l . . . . . . . .' . ..... E��il Addr�� . . 1 Leroy Rd f-I�rr��Addr��s Suit�or Apt Lexington MA 02421 �ity St�t� Pc�s��l��d� . . . � . . . . . 1.5 years . . . . None Selected Mobile: Prirr7�ry Phc�n� Alt�rr��t�Phar�� AstraZeneca/Alexion Rare Associate Director, Clinical Disease . Proaect Lead Emplc�y�r Jc�b Titl� Huma Wasim Wa Ith a m, MA . . . Town Celebrations Sub�ommittee: Submitted I nterests & Experiences � . . . . . . I have over 12 years of industry experience related to Cardiovascular, Nephrology and Hematology disease. I also have Masters in Environmental Science and I can bring my expertise to the Lexington community using my educational and professional background. Huma Wasim Resume November 2021.docx lJpl��d��urr�e . . . . . . . . . . . . Lexington website . . . . . Yes • No . . . . . , . . . . . . . � Yes � N o . . �° Ye s � N o . . . . ► � C�r��li��f Ir�t�re�t L�w Tr�ir�ir�g��r�ifi�� Huma Wasim � 0000u pooiou�I1. �� i� o000000i�oi��l I u000i 000io�loo 0000000i ( o000000io Full Name: Huma Wasim Job Title: Associate Director, Clinical Operations Phone N um ber: Email Country of Residence: United States : Huma Wasim has over 10 years of clinical research experience.After completing her Bachelor of Science in Biochemistry and minor in Philosophy, Huma joined TIMI Study Group as Research Assistant I and gained experience on interventional studies for cardiovascular drugs as a Research Assistant I and Clinical Trial Protocol Coordinator. She joined Quintiles as a Site Management Specialist in April 2013 and transitioned to the Clinical Project Support Specialist role in September 2014. In 2016, Huma joined Alnylam Pharmaceutical as Clinical Research Associate and was promoted to Clinical Trial Manager in January of 2019. Previous responsibilities included: preparing and leading inspection related activities, managing phase 1, 2 and 3 study. Program lead of another Phase 2 and Natural History Study. Overseeing, managing monitoring oversight vendor for phase 3 study, providing project related support and assistance, establishing and maintaining all project documentation, assisting with periodic review/audit of files for accuracy and completeness, updating and maintaining internal systems, databases, tracking tools, timelines and project plans, preparing and distributing project reports, assisting the Senior Director of Clinical Operations with project finances, preparing presentation materials for project meetings, serving as primary backup contact for internal project team and for external stakeholders/customers and undertaking additional project management activities as directed by the Senior Director of Clinical Operations. Current responsibilities as an Associate Director at Sigilon Therapeutics includes: leading two phase 1 and phase 1/2 programs. Overseeing, selecting and managing CROs, vendors, preparing responses for regulatory agencies, developing functional headcount, department budget, selecting safety review committee members, liaising with key opinion leader, co-leading development of study concept, protocol and Investigator Brochure, serve as an subject matter expert for development of SOPs, databases, tracking tools, timelines and project plans, preparing and distributing project reports, presentation materials, and reporting into Chief Medical Officer Last Date Institution Name, Education Area of Study Completion Attended Country LevellDegree Status 12/2015 New York Medical MPH Environmental Completed College, United States Science 06/2009 Rockhurst University, Bachelors Biochemistry Completed U n ited States CV: Huma Wasim Page 1 of 8 � ��C�� ryw��, �� VI I ��""'�� ,I �� Clinical Trial Experience: Over 10 years Study Phase: Natural History, Phase I, II, III and IV Indication: Rare Disease, rare blood disorder, lysosomal Disease, Hematology, Nephrology, Urology, Cardiology #of Sites and Countries: 50; US, EU, UK, CEMEA, Latin America and Asia Pacific Role: Associate Director, Clinical Trial Manager, Clinical Research Associate and Clinical Trial Specialist Date of Employment: 712021— Present Job Title: Associate Director, Clinical Operations Key Responsibilities: • Lead the development of contingency/risk management plans for projects and assist Chief Medical Officer and Chief Executive Officer in the preparation and execution of sound development strategies. • Provide strategic input and execution of clinical trials from protocol design to the final clinical study report for specified studies • Liaise with patient advocacy and provide leadership/input into global subject/patient recruitment plans. • Provide input for regulatory submissions and responses • Oversee and select the CROs and vendors • Lead in defining and developing clinical operations, study protocols and IB • Lead and act as an escalation level for decision making related to the programs • Lead and provide support for department wide processes such as SOPs and work instructions • Lead and grow a highly productive team and manage daily aspects of Clinical Operations � Ensure the data generated internally and externally are in line with study design, scientific vigor, regulatory expectation, and industry's best practices • Represent Clinical Operations on multidisciplinary teams. Collaborate with other stakeholders on the study protocol and to ensure timely delivery of the decision-making data. � Provide oversight of CROs (managing timeline, troubleshooting assays, monitoring performance, assessing method deviation, establishing CAPA, reviewing and approving data reports, etc.). � Support regulatory submissions (INDs, CTAs, BLAs) and interact with regulatory agencies. • Lead the development of innovative approaches by addressing challenging issues based on emerging scientific insights, new technologies and program needs � Effectively communicate and interact with Key Opinion Leaders. • Manage all aspects of CRO/vendor identification, request for proposal submission, CRO selection, and the day to day operational management activities of CROs, development of Key performance CV: Huma Wasim Page 2 of 8 � ��C�� ryw�� ,I ��. ��VI I � �� Indicators (KPIs), management of global resources, expertise, and knowledge within the CRO/vendor. • Budgets, timelines, headcounts and forecasts preparation for clinical programs and Clinical operations. Date of Employment: 1212016— 712021 Job Title: Clinical Trial Manager, Clinical Research AssociatelClinical Trial Specialist Key Responsibilities: • Lead and manage integration of all project team activities, leveraging internal and development partner resources, expertise and knowledge, along with optimizing CRO resources, expertise and knowledge. • Provide strategic input and execution of clinical trials from protocol design to the final clinical study report for specified studies • Provide leadership and input into global subject/patient recruitment plans • Effectively communicate and interact with Key Opinion Leaders. • Manage all aspects of CRO/vendor identification, request for proposal submission, CRO selection, and the day to day operational management activities of CROs, development of Key performance Indicators (KPIs), management of global resources, expertise, and knowledge within the CRO/vendor. • Manage strategic study operations including: study sites and tracking systems for regulatory submissions, CRO KPIs, drug supply and use, enrollment of subjects, regulatory document flow, study timelines, all budgetary and financial information, Pharmacovigilance/Serious Adverse Events, performance metrics, data flow, etc. • Participate in Case Report Form design, user acceptance testing in partnership with data management • Generate country specific Informed Consent Form(s). • Lead the development of contingency/risk management plans for projects and assist Director/Senior Director of Clinical Operations in the preparation and execution of sound development strategies. • Provide support to clinical trial managers within and/or across programs. • Budgets, timelines, and forecasts preparation for clinical studies. • Interface with Finance, Program Management,Accounting, Supply Operations, Quality Assurance, Clinical Research, Commercial, Regulatory, Medical Affairs; which may include lading sub-teams and/or acting as a liaison between groups. � Provide a variance analysis of budget to actual and notifies finance of projected cost over/under expenditure. • Establish and maintain all project documentation �Assist with periodic review/audit of files for accuracy and completeness • Coordinate and track all information, communications, documents, materials and supplies for assigned projects � Update and maintain internal systems, databases, tracking tools, timelines and project plans with project specific information. • Identify and escalate discrepancies in project tracking data, timesheet coding, interpretation of financial figures CV: Huma Wasim Page 3 of 8 � ��C�� ryw�� ,I ��. ��VI I � �� • Prepare and distribute status, tracking and project finance reports, and assist the project manager(s)with budget allocation and approval of invoices. • Prepare presentation materials for meetings (internal/external) and project summary data. • Coordinate project team and/or customer meetings including logistics and materials required. • Coordinate with other project support staff within and outside the Clinical Project Management Unit to identify and consolidate support processes. •Train and mentor junior staff Date of Employment: 0712014—412016 Job Title: Clinical Project Support Specialist, Observational Clinical Project Management Key Responsibilities: • Establish and maintain all project documentation including all files, records and reports according to the scope of work and SOPS. •Assist with periodic review/audit of files for accuracy and completeness. � Coordinate and track all information, communications, documents, materials and supplies for assigned projects. � Update and maintain internal systems, databases, tracking tools, timelines and project plans with project specific information. � Identify and escalate discrepancies in project tracking data, timesheet coding, expense data billing, interpretation of financial figures which may lead to identification of out of scope activities not previously reported. • Prepare and distribute status, tracking and project finance reports, and assist the project manager(s)with budget allocation and approval of invoices. • Prepare presentation materials for meetings (internal/external) and project summary data. • Coordinate project team and/or customer meetings including logistics and materials required. • Coordinate with other project support staff within and outside the Clinical Project Management Unit to identify and consolidate support processes. • Serve as primary backup contact for internal project team and for external stakeholders/customers as designated by project manager. • Undertake project management activities as directed by project manager. • Train and mentor more junior project support staff. Date of Employment: 0412013- 0712014 Job Title: Site Management Specialist 1 Key Responsibilities: •Assists with the development of materials for and performs essential document collection and tracking (where applicable), technical support, pre-study, study initiation, remote monitoring, site management, and close-out activities via telephone while adhering to all applicable regulatory and Standard Operating Procedures (SOPs) and Project Plans. • Performs in-house site support activities, researching and responding to CV: Huma Wasim Page 4 of 8 � ��C�� ryw��, �� VI I ��""'�� ,I �� various site inquiries (study materials, protocol questions, systems use, study documents, queries, site payments, etc.), appropriately tracking and documenting these interactions in the CTMS. •Assists and supports study start-up activities (i.e., site recruitment, regulatory document collection, IRB submission) including the review of clinical and project-related documents (i.e. protocol, case report form, Informed Consent, monitoring plan, site recruitment plan, source documents, training manuals, study binders, patient contact material, etc.) • Perform comprehensive trainings on the company's EDC with sites and manage site staff username and password distribution. •Adheres to a schedule of project-related communications (e.g., calls, mailings, reports) and activities and effectively documents these communications in CTMS for tracking purposes. • Provides administrative support by preparing, organizing, managing, and tracking registry supplies such as, but not limited to: patient questionnaire mailings, patient gift cards, study manuals, collecting, filing and tracking regulatory documents •Anticipates/identifies potential problems and implements corrective actions. Suggests and implements alternative solutions to problems with study timelines, schedules, resources, etc. to department managers or the project management team. • Performs the following data management activities: direct data entry from telephone interviews, CRF routing, data reviewing, querying, and updating. •Assists in the development of patient enrollment strategies. � Provides support for study awareness, patient recruitment, and investigative site activities, including manning investigative site help lines. Serves as a central contact for all study related activities. � Conducts outbound telephone calls per project requirements, including administration of patient assessment tools (e.g., Quality of Life (QoL) questionnaires, patient compliance surveys) and acquisition of study documents (regulatory documents, queries, etc.) and general site management. • Utilizes internal databases to track and manage site/client contacts, patient enrollment, and other registry-specific reports, and provide reports to Project Management/CRAs/client in a timely manner.Attends and presents the status of site management activities at project team and client meetings as requested • Investigates, tracks, prioritizes, and resolves site/client user feedback, complaints and issues. Has the ability to recognize and escalate issues where appropriate and choose appropriate method of communication • Possesses the ability to prepare appropriate, timely and accurate communication to internal and external registry teams, consultants and investigative site personnel. . Date of Employment: 0212011- 0912012 Name of Employer: TIMI Study Group Job Title: Research Assistant I CV: Huma Wasim Page 5 of 8 � I ��m�C��m� rywm�u� � �� ,I ��. ��m�l I � �� Key Responsibilities: • Maintain databases and tables to track regulatory documents and contract information. • Receives telephone calls and correspondence from Principal Investigators and Research Coordinators. • Respond in accordance with a broad understanding of each assigned clinical trial. Provide answers to a wide range of inquiries pertaining to study- related matters. Date of Employment: 0912012 - 0312013 Name of Employer: TIMI Study Group Job Title: Clinical Trial Protocol Coordinator Key Responsibilities: � Responsible for accurate and timely preparation of documents such as tables, conference, and operations reports. Types, edits, formats, and proofreads all documents for content and accuracy. Ensures documents are prepared according to various requirements. • Maintain databases and tables to track regulatory documents, safety reporting documents, numbered memoranda, and contract information. � Ensures proper distribution to outside Principal Investigators, Research Coordinators, Core Lab Directors, Operations Committees, and various study personnel in accordance with FDA and/or Sponsor regulations. • Provides back-up support to Director,Administrator, and Project Managers as needed. • Receives and manages telephone calls and correspondence from Principal Investigators and Research Coordinators. • Respond in accordance with a broad understanding of each assigned clinical trial. Provide answers to a wide range of inquiries pertaining to study- related matters. . � Category Experience I nform 5-10.5 In-House Monitoring Experience: >_8 Years Yes Audits and/or Regulatory Inspection Yes Collection and Review of Regulatory Packages Yes Feasibilities Yes ICF/Study Document Development Yes Initiation Visits Yes International Project Experience Yes Investigator Meeting Attendance Yes Management of SAEs Yes Monitoring Visits & Source Data Verification Yes Site Selection Visits Yes Study Files Maintenance Yes CV: Huma Wasim Page 6 of 8 �� 0000u i�000m I �IWm�U�� 000000io��I I m000 000io�Iooi 000000io � o000000io � Category Experience EDC Yes Paper- Other Yes Database Design and Build Yes . � Category Experience Project Management 8 EDC Experience 8 Program Management 7 Protocol Writing Yes CSR Development Yes Global Project Experience 8 Western Europe 8 Eastern Europe 8 Study Phase Design Yes Initiation & Planning Yes Execution/ Control Yes Close Out Yes Language Speaking Reading Writing English Fluent Fluent Fluent Urdu Fluent Fluent Fluent Arabic Basic Fluent Fluent • Phi Sigma Tau - Philosophy Honors Society • Sigma Tau Delta- English Honors Society • Beta Beta Beta-Biology Honors Society • Medical Terminology Course Completion, 2012 • Harvard Medical Mini Seminar Certificate, 2012 • Barnett GCP Expert Exam, 2014 • Honors Program at Rockhurst University, (GPA based), 2007 • Student Festival Achievement Award, 2006,2008 CV: Huma Wasim Page 7 of 8 m°��, I ��m�C��m� rywm�u�, ��m�uVl I �� ,I �� • SMART Grant Scholarship, 2006,2007,2008,2009 • Outstanding Multicultural Awareness, 2006 • Work Well Done Rewards: Applause Award, 2013 • Work Well Done Rewards Special Achievement 1 Award, 2014 CV: Huma Wasim Page 8 of 8 Lexington MA Boards & Committees Submit Date: Jan 12, 2024 Application Form Profile i i i i i i i i � i i i i i i www.lexinatonma.qov/calendar� I I I I r I I I I I I I I I I I j I � I I I I I � I I I I I I I � I I I I I I I r I I _ _ I I _ _ � David E Lawrence Fir�t �rr�� iddle L��t �rr�� Initi�l . . . . . . . .' . ..... Mr. Er��il Addr�� . . 5 Jeffrey Terrace f-I�rr��Addr��.� S�ait�c�r Apt Lexington MA 02420 City St�t� Pc��t�l Cc�d� . . . � . . . . . 18 . . . . Precinct 7 Home: Prirn�ry Phc�n� Alt�rr��t�Phar�� David E Lawrence Retired . Principal . Er�play�r J�b Titl� . . . Town Report Committee: Submitted I nterests & Experiences � . . . . . . I have had two main careers: - 12 years as a small business owner - 20 years as a middle school educator (principal, assistant principal, science and math teacher), including 7 years at Jonas Clarke Middle School I have strong technology skills. I'm an avid photographer. Resume - David E. Lawrence pdf lJplc��d��surne . . . . . . I recently retired after 20 years in public education and I'm seeking some additional ways to serve my community, use my skills, and stay connected with people. Youth Commission: seems to fit my interests and expertise well! Could be good fun. Town Report Committee: I'm really comfortable with digital tools (spreadsheets, desktop publishing, databases, etc.) and would be happy to contribute Conservation Commission: My father-in-law (Dick Wolk) was on this commission for many years and I always thought it sounded interesting and very much worthwhile. I take advantage of Lexington's open spaces frequently and would like to ensure that they continue to grow and thrive into the future. . . . . . . From the town's website. . . . . . Yes • No . . . . . , . . . . . . . � Yes � N o . . � Yes � N o David E Lawrence . . . . ■ ��r�fli�t�f Ir�ter��t L�vv Tr�ir�ir�g��rtifi��te David E Lawrence av� . awrence Profile A dynamic middle-level educator with deep experience in instructional leadership and an established track record of effective organizational, planning, and technological practices. Driven to develop caring, compassionate, and collaborative learning communities that cultivate a growth mindset for all students and adults, with particular focus on fostering educational equity in access &outcomes, high student engagement, 21st Century Skills development, and healthy social &emotional growth targeted to the unique developmental needs of young adolescents. Ed ucation Honors Certifications � � Endicott College - EDCO Collaborative - Educational Leadership Institute (ELI) Bedford, MA M. Ed., Organizational Management 2016 University of Pennsylvania, Graduate School of Education Philadelphia, PA M.S. Ed., Elementary Education, Summa Cum Laude 1991 Duke University Durham, NC B.A., Psychology, Cum Laude 1989 Extensive, ongoing professional learning including: Collaborative Problem Solving, Educational Equity & Diversity, Supervision &Evaluation, Growth Mindset, Effective Grading Practices, and Leading Organizational Change Licensure: Massachusetts License No. 300892 Principal - Middle School 2016 to Present Sheltered English Immersion (SEI) Endorsement 2014 to Present Instructional Technology, All Levels 2016 to Present Academic Teacher— Middle School Mathematics and Science 2006 to 2016 M idd le School �eadersh i a nd Teach i n Ex erience p 9 p Dover-Sherborn Pu bl ic Schools Dover, MA Principal, Dover-Sherborn Middle School 2022— 2023 ■ Led school of 483 students and 47 teachers ■ Established stronger relationships with parents and families through expanded channels of communication including a biweekly community newsletter, expanded in-person family events and coffees, and wider use of social media platforms. ■ Co-chaired School Advisory Council to craft School Improvement Plan and set budget priorities focused on deepening student engagement and sense of belonging, integrating restorative practices, and strengthening our Multi-Tiered System of Supports (MTSS) to boost student achievement in English and mathematics. ■ Spearheaded a multi-year planning process to revise the school schedule to better align with our vision for high quality middle-level education. Acton-Boxboro Regional School District Acton, MA Assistant Principal, R. J. Grey Junior High School 2017— 2022 ■ Served as the primary school administrator for half of our 900 students and as a key member of our administrative and leadership teams. ■ Recruited, hired, coached, supervised, and evaluated teachers and staff inembers to improve student learning. ■ Cultivated a safe, compassionate school culture and establish effective discipline practices that minimize disruptions to learning and foster student social and emotional growth. Endeavored to make our school a joyful place that all students, families, and staff are excited to belong to. ■ Designed and implemented professional learning experiences for entire staff focused on high-leverage instructional practices such as cultivating deep student engagement and motivation, setting clear and high standards for all students, and fostering a growth mindset. ■ Engaged in collaborative problem solving with students exhibiting frequent challenging behaviors to build thinking and emotional skills that can lead to durable solutions and improved learning outcomes. Solved student academic and social/emotional challenges as a member of Child Study Team. ■ Led math department towards a more student-centered approach to instruction for greater student engagement and more equitable learning opportunities and outcomes. ■ As a member of the district's Educator Evaluation Advisory Committee, led professional learning for principals, department heads, and supervisors to put the focus of teacher evaluation squarely on student learning. ■ Spearheaded the use of benchmark data to target differentiated instruction and supports for students in math and reading to meet district and school improvement plan goals. Concord Pu bl ic Schools Concord, MA Assistant Principal (Interim), Concord Middle School 2016 - 2017 ■ Served as the primary school administrator for the Peabody building, one of two buildings that comprise Concord Middle School. ■ Coached, supervised, and evaluated 37 teachers and staff inembers to improve student learning. ■ Spearheaded the scheduling process for the 2017-2018 school year including the design of teacher schedules between two school buildings, the coordination of teacher recommendations and student/parent course requests, and a smooth integration with our Aspen SIS system. Lexi ngton Pu bl ic Schools Lexi ngton, MA Instructional Technology Specialist, Jonas Clarke Middle School 2014 - 2016 Teacher - Science and Math, Grades 6 through 8, Jonas Clarke Middle School 2009 - 2014 ■ Coached teachers to improve their instruction through the implementation of educational technology. Provided professional development for teachers and staff throughout the district. Served as mentor for new teachers. ■ Represented Clarke on the district's RtI Task Force, a three-year effort to understand, strengthen and expand the RtI efforts throughout the Lexington Public Schools. Worked closely with school and district administration to design and implement a new RtI program called WIN (��What I Need") that provides scheduled time in which all students can receive interventions, enrichments, or simply get some homework done. Chaired the Child Study Team. ■ Planned, implemented, and supported the rollout of Google Apps for Education (GAFE) to all middle school students and staff, and a 1:1 iPad initiative that provided iPads to nearly 600 8th graders. Andover Public Schools Andover, MA Teacher—Science and Math, Grade 8, Wood Hill Middle School 2006 - 2009 Wood Hill Middle School emphasizes teaching through Project Based Learning (PBL), creating multidisciplinary investigations of compelling subjects that culminate in authentic public presentations. ■ Developed and implemented PBL units on topics such as global climate change and human organ systems. Engaged students in deep, meaningful investigations in which they applied their learning to solve real-world problems and communicate their learning to an authentic audience. ■ Researched and planned the introduction of a middle school advisory program with the goal of ensuring that every student was partnered with a caring adult who would serve as a mentor and advocate. Newton Public Schools Newton, MA Teacher— 6t" Grade Math, Mathematics Department Chair, Bigelow Middle School 1993 - 1994 Teacher— 6t" Grade Math &Social Studies, Cabot School 1991 - 1993 Cor orate Ma na ement & Leadersh i Ex erience p J p p Lawrence Metal Products Inc. Bay Shore, NY President/CEO 2000 - 2006 Vice President, Sales &Marketing 1997 - 2000 Asst. Vice President, Sales & Marketing 1995 - 1997 Sales &Customer Service 1994— 1995 Lawrence Metal Products was a third-generation family-owned manufacturing business with over 120 employees and $25,000,000 in annual sales revenue, and was successfully sold in 2006 to Tensator, Inc. Communi En a ement & Social Justice tY J 9 Tri n ity Boston Con nects (formerly Tri n ity Boston Fou ndation) Boston, MA Member, Board of Directors 2019-Present Racial Equity Task Force 2019-Present TBC's mission is to unlock opportunities and change the odds for youth of color in Boston by increasing available resources that lower systemic barriers to their achievement and wellbeing. A Sa m le of Professiona I Lea rn i n p 9 Seeking Educational Equity Through Diversity (SEED) Engaged in SEED training along with other school leaders in my district to deepen our understanding of the impact that race and racism have on ourselves as individuals, and on the students, families, and staff that form our school community. Massachusetts General Hospital "Think Kids: Rethinking Challenging Kids" Received training and certification in Collaborative Problem Solving, an evidence-based, trauma-informed approach to school discipline and challenging student behaviors. The Behavior Code: A Practical Guide to Understanding and Teaching the Most Challenging Students Over the course of a school year, behavior specialist Jessica Minahan led our staff and leadership team to better identify the root causes of many challenging student behaviors, along with actionable steps to prevent maladaptive behaviors and build lagging emotional and cognitive skills. „, „ , ,,:'/// ,,,,, , % , ,,,, ,�„ �Y, �; . .. .:. ,,, ,, %///;;;,,,.// ,..// ' /;�, „ ,;„ `„/%//%„ ,,, %/�� „Oi '„f, i i.�� %p, .. .::,9� �::, ,i,,,� ,,, ,, ,'; „ „� / ..//.%/l // I?d �1 !/r �- /, :, / � s;/ /„y�/////x > ,hN� ,.�;, ; I,. ..,�, i, ,� ,%�'.; i/ � „ .....;,, i/i ,///IIIIG c, 1, ,,....,.�%;”" ' ilJf 1(, i, /,,,, % '9�/,�r ,�;(q,�Cl,, f; ,,,, if1, ,�s.i,, l�,c' „ A;!. ,,, ��,,,,�. . � , �,. ,.,J,//. / , ,,,��..... �; ////,i � " :,,, � „ :a(; rr%� .. , //�jy' ,,,,,, .i,; ,/,� i,,,,,,' i;; „/� / , , ,� ,. .. „ .. ;; , �,�,� �n ��i�;, „ii..; . . . 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� i ,/ �� / , , ,,,,, � ,' � r / / I � , � I f, r , i , , �, � � I � f � � � f � � �, � , �, / , �. �1. �. � / � f, , / � � � � I / � �. /. f / / �, � � � � �. �. i. � � i � , I i, � �, �, � � � � � / �� l � � i � � � � /' 1 � r � 1 � -,�„ � � , , � f / � � /. / � � � i / � I � 1 � � � � i � � „ � l / l � ,� � ,/ / � � � I �� 1 � f � � ; � � , � , f a , � � � , � � , i, � l, � � � � � , � i l / � / i � � � � � , � I � � � � � / f � l /� � i � � / � ; � r , i. / / / r� ,� � , / , / / , r/, / / ( � � I/ / � t � / �� „ � , � / I / / i� i/ / �. � /. / / 1' � � � , i � � � � i � f � �/ � / � / � / � / f / � / � / / � / / � � , i / i � � i� � / � / � � � / , i � r / r / � � /,, , i / / i , / / � / � 1 � / , ,, � / / i / i �� , � , , / / / / � � � , / � , � / � / � / � � � I � � i i / / I / / I � � � / / � � � � � % � �/ � � � � ; i � �� / / � � � � / � � II �j� ' 1��% � /�!i,, %i�� 1 ��, �f,/i � �/% �% � �, � 1 �� ,. u� u� u� � . II� . . . .II�� I119 Welch Road Lexin ton MA 02421 � g � � � .�. . mm� .� . � mm� mm� . mm� mm�. � mm� Tufts University, Tisch Library Assistant Director, 2 016- Head of Technical Services, 2008-2015 • Responsible for the overall management of Acquisitions, Metadata Services, In- house Digitization, and Repository Services units (Materials budget$12,000,00; Staff 15 FTE) • Provide leadership to Resource Management and Repository Services staff • Responsible for data management in the Alma Library Management System • Collaborate with University partners to manage the development of administrative and user interfaces for the Tufts institutional repository o Lead team providing metadata creation and management for digitized content contributed to the institutional repository. Provide metadata consultation services for students and researchers creating digital scholarship MITRE Corporation, Bedford, MA Information Systems Analysis Lead 2004-2008 Senior Information Analyst, 2000-2004 • Proj ect Manager for Information Services website redesign proj ect • Administrator Sirsi Library System • Managed the Cataloging and Taxonomy teams • Provided systems support to Information Services Department • Provided metadata consultation and support to staff • Responsible for the cataloging and authority control of materials in print and non-print formats. • Responsible for maintaining and updating the MITRE Subject Taxonomy Quality Control Librarian Fenway Libraries Online, Boston, MA, 1998-2000 Boston-Area Project Supervisor The Donohue Group, Inc.,Wethersfield, CT, 1996-1998 Head, Bibliographic Services Minuteman Library Network, Framingham, MA, 1995-1996 Assistant Head,Acquisitions Department University of Pennsylvania Libraries, Philadelphia, PA 1988-1994 � .,. .,. .,.,u �uro..�mm� mm� . ., ., ., • Member, Samvera Board, 2020-2023 • Treasurer, Samvera, 2021-2023 • Member, Samvera Communications Working Group 2019- • Tisch Library Executive and Management Councils, 2016- • Tufts Fedora Repository Oversight Group, 2 014- • Tufts Libraries Council, 2019- • Tufts Libraries Integrated Library Management System Task Force, 2015-2017 • Tufts Libraries Collections Steering Team, 2010- • Tufts Libraries Metadata Management Team (Chair), 2008- • Tufts University Digital Humanities Steering Committee 2018-2020 � � „� � mm� mm mm ��.. . 2010 Leadership Institute for Academic Librarians, Harvard Graduate School of Education 1986 Drexel University: MS in Information Studies. 1979 University of Pennsylvania: BA with Honors in English mm�u� mm�. ...., u�.� u �',. .� , ., II � �� . � � mm� u � �� . mm �'�' � • Chris Awre, Karen Cariani, Nabeela Jaffer,Alicia Morris, "Making repositories part of your digital strategy: experience from the Samvera Community." Presentation at Open Repositories,June 7, 2021. • Chris Awre, Karen Cariani, Nabeela Jaffer,Alicia Morris, "How the Samvera Community can be part of your digital strategy." Presentation at Samvera Connect 2020, October 22, 2020. • Alicia Morris, "Trove, Tufts Digital Image Library." Presentation at Hydra Connect 2016 Boston, October 2, 2016. • Alex May,Alicia Morris, "From Mira to Trove." Lightning talk at BLC Networking Day,June 2, 2015. • Alicia Morris, "Tufts Digital Image Library (TDIL) Implementation." Poster session at HydraConnect2, Cleveland, Ohio, October 1, 2014. • Alicia Morris, "MIRA and TDIL workflows for images." Presentation at HydraConnect Meeting, Cleveland, Ohio, October 2, 2014. • Alex May, Christopher Strauber,Alicia Morris, "Libraries and Digital Humanities: Infrastructure, Services, Partnerships." Presentation at Tufts Digital Humanities Symposium: Innovation, Pedagogy, and Scientific Leadership,April 2 3, 2 014. • Erin Faulder,Alicia Morris, "Adopting Hydra at Tufts University." Presentation at Hydra Connect Meeting, San Diego, CA,January 21, 2014. • Alicia Morris, "Rethinking Tech Services: How we used the Tisch Miscellany to reshape Technical Services." Presentation at the NETSL Annual Conference,Worcester, MA, May 3, 2012 • Dana Elder,Alexander May and Alicia Morris, "Developing metadata services at Tisch Library." Presentation at Metadata Day: 2012 Professional Development Day for Science Librarians, Shrewsbury, MA, May 9, 2012 • Alexander May and Alicia Morris, "The Miscellany Collection: How a Small Digital Collection Caught the Imagination of the Scholarly Community at Tufts and Beyond." Presentation atthe New England LibraryAssociation Annual Conference, October 2011 • Alicia Morris, "Providing financial information using NOTIS Fund Accounting." Presentation at the NOTIS User's Group Meeting, Chicago, IL, October 1993 • Morris,Alicia. "Costs of managing exceptions to the workflow in acquisitions departments." The Acquisitions Librarian, no. 4, 1990, p. 21-31 Lexington MA Boards & Committees Submit Date: Mar 06, 2024 Application Form Profile i i i i i i i i � i i i i i i www.lexinatonma.qov/calendar� I I I I r I I I I I I I I I I I j I � I I I I I � I I I I I I I � I I I I I I I r I I _ _ I I _ _ � Rachel Summers Fir�t N�rr�� iddle L��t fV�rr�� Initi�l . . . . . . . .' . ..... Ms Er��il Addr�� . . 384 Lincoln St. f-Ic�r��Addr��.s S�it�c�r Apt Lexington MA 02421 �ity St�t� P��t�l Cc�d� . . . � . . . . . 14 yea rs . . . . Precinct 9 Mobile: Prirn�ry Phc�n� Alt�rr��t�Phc�r�e Rachel Summers self e.mployed . Designer Er�play�r J�b Titl� 384 Lincoln St. Lexington MA 02421 . . . Tree Committee: Submitted I nterests & Experiences � . . . . . . Other than a deep love of trees, and ad-hoc study of their value in both climate resilience and climate stabilization, I have no formal experience to list as a point of reference. That said, I am currently an active member of the Lexington Field and Garden Club, and organizer at the Interfaith Garden, LPS Green Teams as a volunteer and organizer, and an advocate for native plants, biodiversity and how to better leverage residential garden space. I have an amateur's enthusiasm, and a reasonably above-average knowledge of plant types and their uses (for a non-scientist, anyhow). I love plants and ecology and would love the opportunity to help with the tree committee if you are unable to fill this vacancy with someone who has more relevant qualifications. So yes, I am ready to roll up my sleeves, learn, advocate, review and collect relevant data, share tree info for social media, and/or dig holes to plant new trees. Please just let me know how I can help. Please note that the resume I am including is from 2018, and contains no relevant work experience vis a vis trees. My current businesses are self-owned & operated ecommerce shops and also of little to no relevance, but for reference, they can be found online at the following addresses: https://platypusmax.com/ https://metroshowercurtains.com/ Rachel Summers Resume - .�2�18 pdf lJpl��d�R�star�� . . . . . . Through the lens of the recent election, I have come to better appreciate the work of the many, many volunteers who do so much for this town. I have the time at this stage of my life to help more, and tree advocacy is definitely in my purview of interest. . . . . . . Various town meeting member/town email updates I'd be happy to review past meetings if they were recorded, and if not, review meeting minutes. I am trying to figure out when the regular meeting times are and it appears from the minutes that they are not consistent. That said, my schedule is quite flexible generally speaking. . . . . . • Yes N o Rachel Summers . . . . . 1 . . . . . ■ ■ Yes • No . . � Yes � N o . . . . . � C�r��li�t�f Ir�t�r�st L�vv Tr�ir�ir�g��r�i�Fi��t� Rachel Summers ni III I mnllllnni mnllllnni mw Rachel Summers Product and Project Manager with a focus on B2B and internal operations tools. Lexington, MA 02421 Experienced in managing Agile development teams from discovery to delivery, and in helping end users to do their jobs more effectively through technology and process improvement solutions. Illf��; 'Illf��Illf��;Illf��.11lll Illlf��°III �Illf��; GTxcel - Southborough MA GTxcel creates digital rnagazine publishing solutions,including vveb and mobile applications and a content rnanagernent system Director of Publishing Products SEPTEMBER 2011 -OCTOBER 2014 • Product Manager for the company's Publisher Dashboard and document conversion processes,a tool suite used to empower customers,reduce support and on-boarding tirne,and automate the creation of digital magazines and mobile applications • Drove the development of software for magazine production technology,as Agile Product Owner,generating and prioritizing user stories by analyzing data and process v�rorkflows,providing high-impact improvements to productivity,usability and quality in document conversion production • Leveraged document workflow platform to enable nevv business opportunities through internationalization and self-serve document conversion • Supported Client Services to simplify and reduce risk in processes for onboarding,app creation,and subscriber email notifications • Created initial wireframe designs,flowcharts,and other visual aids to help assess and refine solutions and collaborated with UX Designers on product concepts • Provided team leadership as Scrum Master to plan sprints,run daily scrum meetings,define infrastructure improvements for continuous integration, and transition the development process from Scrum to Kanban • Led team to deliver frequent releases,balancing the needs of multiple business stakeholders,overseeing acceptance testing and soliciting feedback on in-progress features with demos and release notes • Developed tools and documentation in parallel with digital magazine development team,ensuring pre-release operational support for new end-user functionality Director of Operations OCTOBER 2006-SEPTEMBER 2011 • Client Services and Production department general manager,establishing and improving on best practices for �lient relationship management in post-sales onboarding,�ustomization,communication,and quality • Operationalized the rollout of branded iOS(iPhone/iPad)digital magazine applications product,working closely vvith development and beta customers to establish expectations;established a linear process for ongoing scalable production with supporting documentation; ran user testing evaluations; and represented customer and operations' needs in the development of a web-based configuration tool • Served as the "Voice of the Customer,"bringing feedback from the front lines of customer communication back to product development • Represented Operations on a cross-functional team overseeing the development of GTxcel's third generation digital magazine web reader application,then managed the transition of 9 00+publications,ensuring customers satisfaction and retention through and an eventual sunset of the prior product iteration • Maintained production volume through a 60%staff reduction by a combination of workflow process changes and integration with outsourced offshore vendors Senior ProjectManager JULY 2005-OCTOBER 2006 • Managed multiple client engagements,ensuring on-time delivery of digital magazine conversions and their associated customizations;focused on difficult or high-risk customers • Defined project management standards and much of the production process for billable digital magazine production • Built a team of project managers to handle customer onboarding and ongoing support Production Coordinator 8�Project Manager AUGUST 1999-JULY 2005 • Scripted conversion of XML data for re-use in print and electronic formats • Managed day to day customer contact,post-sales onboarding, scheduling,billing and technical troubleshooting for PDF to e-book and digital magazine content conversion projects • Defined and executed processes for bulk email notifications for digital magazine subscribers Daedalus, Inc. - Pittsburgh, PA Daedalus is a full service product design agenc�helping companies bring a variet�products from inception to market SEPTEMBER 1997 to JUNE 1999 Designer • Provided support for the development of several medical products from conception through delivery,creating functional prototypes,form models,labeling systems and technical/CAD layout detail for membrane keypad interfaces • Researched materials and generated form concepts for a wearable device to ensure maximum user comfort "�IIII��U�III ""'lllll""'lllll°°°,IIIII°°°,IIIII° Illf°°°� �Illf��`Illf°°°�Illf°�.IIIII Illf°°�;III Illf°°°� ��p EcoBridge Prograrn Coordinator,Bridge Elementary School MAY 2016 to PRESENT Oversee a cafeteria recycling and composting program,raising student awareness and reducing daily cafeteria v�raste by 80% Tearn Coach,Destination Irnagination NOVEMBER 2016 to MARCH 2O17 Managed a team of children through weekly meetings,hand-on creative and problem-solving activities and long-term project planning for a judged performance piece. '�IIII":IIIII IIII��IIIII�� IIIII��; "IIIII��IIIII��;IIIII��""'lllll""'IIIII� Illlf��; Illf��;Illf�� °°�� ;""IIII""'IIIII��IIII Jira Saas Product Development BFA, Industrial Design Salesforce Agile-Scrum&Kanban Carnegie Mellon University Pittsburgh, PA, 1997 Zendesk Project Management InDesign Process Optimization Professional Scrum Master III��II� � ��ii��iii��iii��.6i�ii�� scru m.o r XM L I nte rn ati o n a I izati o n �� g Lean UX Documentation SQL User Research Lexington MA Boards & Committees Submit Date: Mar 29, 2024 Application Form Profile i i i i i i i i � i i i i i i www.lexinatonma.qov/calendar� I I I I r I I I I I I I I I I I j I � I I I I I � I I I I I I I � I I I I I I I r I I _ _ I I _ _ � Catherine Yan Fir�t �rr�� iddle L��t �rr�� Initi�l . . . . . . . .' . ..... D r. Er��il Addr�� . . 211 East Emerson Road f-Ic�r��Addr��.s S�it�c�r Apt Lexington MA 02420 �ity St�t� P��t�l Cc�d� . . . � . . . . . 23 . . . . Precinct 5 Mobile: Prirn�ry Phc�n� Alt�rr��t�Phc�r�e Catherine Yan Self Scientist Er�play�r J�b Titl� 211 East Emerson Road . . . Vision for Lexington Committee: Submitted I nterests & Experiences � . . . . . . I received my BA in Biochemistry at Barnard College and MA, MS and PhD in Biology at Columbia University in 1997. I moved to Massachusetts for my postdoctoral fellowship in 1997, first at Brandeis University for a year to finish my PhD work, and then as a postdoctoral fellow and then instructor in Pediatrics and Genetics, with focus on cancer and immunology at Harvard Medical School from 1999 to 2007. I subsequently joined the Beth Israel Deaconess Medical Center, Harvard Medical School as an Assistant Professor in Pathology for 11 years. During this time, I served as a member of the Dana Farber Cancer Center, Harvard Stem Cell Institute and Associate Member of the Broad Institute. Just prior to the pandemic, I decided to take time off to change my career path. The isolation of COVID led me to learn more about our Lexington Community, which started with working with the LHS PTO in Fall 2022. Currently I am in my first year as LHS PTO co-President. My work and relationship with the LHS and LPS Administration and Lexington Community has led to an abiding interest and passion to serve our community in public service moving forward. Intriguingly, my background in navigating hospital/academic politics has served me well as LHS PTO President. Both roles require complex project management, multitasking, establishing collaborations/partnerships between multiple town organizations/associations; fundamentally coordinating and putting together many moving parts. I love to be challenged and getting things done. CATHERINE�YAN�CV�2024 docx lJpl��d��arr�� . . . . . . I have come to really enjoy and appreciate our community. I would like to learn more and do more for our community. The boards I have applied for above are amongst the ones I feel that I believe I can work hard to contribute to based on my training/qualifications. . . . . . . X formerly Twitter . . . . . • Yes N o Catherine Yan . . . . . 1 . . . . . ■ ■ • Yes N o . . � Yes � N o . . . . . � C�r��li�t�f Ir�t�r�st L�vv Tr�ir�ir�g��r�i�Fi��t� Catherine Yan CATHERINE T. YAN, PhD 211 East Emerson Road Lexington MA 02420 Profile Summary Effective scientific leader with over twenty-years of experience leading basic and translational immunology, cancer and stem cell research. Committed to the advancement of next generation of breakthrough therapies. • Expertise in molecular, cell biology and protein biochemistry; HSC, T and B cell biology, lymphopoiesis, immunodeficiencies, and cancer; ESC and iPSC reprogramming, differentiation, gene editing, and in vivo disease models; DNA damage response, nuclear, cytoskeletal and oncogenic signaling pathways. • Deep knowledge and experience in HSC, T and B cells, ESC and iPSC culturing, phenotyping, gene editing, assays, leveraging WGS and RNA-seq and target validation. • Strong management, leadership and communication skills, and technical qualifications. Enjoy accountability in building and leading multidisciplinary teams nurturing research innovation through academ ic/pharma collaborations. • Exceptional organizational and writing skills demonstrated by high profile peer-review publications and funding success. Work Experience 2019-Present: Scientific Consultant (I ndependent work) 2008-June 2019: Assistant Professor of Pathology, Beth Israel Deaconess Medical Center(BIDMC), Department of Experimental Pathology; and Harvard Medical School (HMS), Boston, MA • Establ ished and managed the research projects of teams of 8-10 Ph D, Ph D/M D, M D level scientists. Nurtured individual capabilities, guided independent/collaborative projects with awarded federal, private foundation and industry funding (see below). Set and managed yearly salary and research budgets, project and employee/student accountability milestones and communicated research findings in local and national scientific meetings. Taught and mentored >100 PhD candidates to date. • Research focus: To elucidate how DNA damage caused by the misrepair of DNA double-stranded breaks (DSBs), mediated by the Non-homologous end-joining (NHEJ) DSB repair machinery leads to immunodeficiency and cancer, I directed the development and validation of preclinical animal models. These include models of the rare hereditary genetic DNA repair immunodeficiency DNA Ligase IV Syndrome and de novo human cancers including B and T cell lymphoma/leukemias, refractory c-Myc B cell lymphoma, glioblastoma, medulloblastoma, breast and prostate cancers. • Discoveries included the identification of novel biomarkersltherapeutic targets impacting DNA damage response and cell signaling that modulate B, T, hematopoietic stem/progenitor, and neural stem cell functions, impacting genomic stability, ageing and drug resistant malignant progression, published in high profile journals including Nature and Nature Communications. • Major Administrative Leadership Role: Established the BIDMC/HMS Monroe Schlesinger Lecture series (2011-2018). Coordinated/organized, hosted and served as presenter/moderator for selection of invited lecturers including Iry Weissman, Nobel laureate David Baltimore, Channing Der, Louis Staudt, Richard Axel, and Frank McCormick. 2009-May 2020: Affiliated Faculty, Harvard Stem Cell Institute, HMS, Boston MA • Mentored and technical supervision/guidance of graduate students and HSCI Internship Program. 2009-June 2019: Assistant Professor, HMS, Developmental and Regenerative Biology Program, Biological and Biomedical Sciences, Boston MA • Lectured HMS BBS 2nd and 5t" year PhD students: Conduct of Science Course • PhD thesis committee member; mentored and provided technical supervision/guidance to graduate and undergraduate student interns. 2009-May 2020: Faculty, Dana FarberlHarvard Cancer Center (DFIHCC), Cancer Genetics and Cancer Immunology, Boston MA • Faculty mentor for Dana Farber Cancer Center ContinUed Research Engagement (CURE) Program (NCI R25 funded) undergraduate student interns. 2011-October 2019: Associate Member, Broad Institute, Cambridge MA • Member of Broad Cancer Platform. Collaborated with Genomics Platform on RNA-seq of refractory murine B cell lymphomas and de novo medulloblastoma, glioblastoma and breast cancer samples. 2004-2008: Instructor of Pediatrics, Department of Pediatrics, Children's Hospital Boston; Boston, MA and 2007-2008: Instructor, Immune Disease Institute, Boston, MA (Frederick W.Alt, PhD) • Led teams of 3-5 PhD, PhD/MD, MD level scientists. Provided technical expertise, guidance in experimental design and execution to individual projects, and contributed to scientific communication and preparation of scientific and regulatory documents for numerous N I H R01, P01 and SCORE grants. • Technical innovations and discoveries include (1) The establishment of B cell immunology, T and B cell biology, murine embryonic stem cell (mES) knockout (KO) and knockin (KI) technologies and derivations; (2) Generated and characterized in vivo proof of concept animal models that include germline and conditional KO of NHEJ genes XRCC4 and DNA Ligase IV, andTrp53; and KI models of DNA Ligase IV and ly1-Cre. Discoveries included implications in spontaneous and refractory human c- Myc B cell lymphoma, medulloblastoma, and solid tumors (colon and lung cancer) malignant progression. 2001-2004: Research Fellow in Cancer Immunology, Dana Farber Cancer Institute, Boston MA (Frederick W. Alt and Harvey Cantor); 1999-2004: Research Fellow in Genetics (HMS), Research Fellow in Cancer Immunology, Immune Disease InstitutelHMS (Fred Rosen M.D. and Frederick W. Alt, PhD) and Research Fellow in Medicine, Children's Hospital BostonlHMS, Boston MA (Frederick W. Alt). • Innovated germline and conditional KO constructs for NHEJ genes XRCC4 and DNA Ligase IV; targeted into mES cells, transmitted into the mouse germline. External collaborations: targeted p53 conditional KO (with Jos Jonkers) and I�y1-Cre reporter KI (with K. Rajewsky) in mES and germline mice. • Designed, targeted mES and generated germline Wiskott Aldrich Syndrome-related gene WAVE2 KO mouse model. Discoveries reveal an essential role for WAVE2 in actin cytoskeletal reorganization in B and T cells, affecting BCR/TCR and downstream effector signaling. 1997-1999: Brandeis University: W.M. Keck Foundation Research Fellow (Laura I Davis, PhD). • Dissection of the Crm1 nuclear export protein export machinery assayed in vitro using E coli produced proteins; and in vivo in drug resistance assays using KI mutated/truncated/tagged/ GFP Crm1 yeast S. cerevisiae strains. 1997: Genetics Institute, Boston MA, Research Fellow (Lih Ling Lin, PhD) Death domain protein analysis, protein phosphorylation, immunoprecipitation and western blotting, and lend expertise in yeast 2 hybrid interaction assays. Advisor Roles, Committee Service, Volunteering. 2023-LHS PTO President Lexington MA(2 year term) 2022-LHS PTO Forums VP Lexington MA (Completed 1 of 2 year term) 2018-2021: PhD Task Force Subcommittee Service, American Society of Hematology Lead programmatic review and reporting 2017-2019: Awards Review Subcommittee Service, American Society of Hematology Lead programmatic review and reporting 2012- Present: Abstract Reviewer for American Society of Hematology (ASH) Programmatic review of abstracts submitted for oral presentations at ASH 2009-2017: Pathology Resident Interview Committee: Beth Israel Deaconess Medical Center Interview science track pathology resident candidates for entry into program 2012-2013: Adhoc Committee Advisor on NIHIT32 TraininglStephen Balk, Dana Farber Harvard Cancer Center and BIDMC Programmatic review of inentoring for research fellows Honors and Awards 2009 V Foundation Scholar Award, V Foundation for Cancer Research 2010 Emerald Foundation Young Investigator Award, Emerald Foundation 2011 Kimmel Scholar Award, Sidney Kimmel Foundation for Cancer Research 2011 Junior Faculty Scholar Award, American Society of Hematology 2012 Industry-Academic Collaboration-Funding, Gilead Sciences 2016-2017 Careers in Immunology Fellowship Award, American Association of Immunologists Education Columbia University New York, NY Doctor of Philosophy, Biological Sciences 1993-1997 Columbia University New York, NY Master of Philosophy, Biological Sciences 1991-1992 Columbia University New York, NY Master of the Arts, Biological Sciences 1988-1991 Barnard College of Columbia University New York, NY Bachelor of Arts, Biochemistry 1984-1988 PhD Thesis Title: Insights into nuclear structure and function in yeast as revealed by the analysis of the nuclear- associated interactions of the nucleolar protein, Nsr1p and the actin-related protein, Act2p. Published by UMI Dissertation Services # 9728329; bookmark: http://hdl.handle.net/10022/AC:P:2899; cited and archived in Columbia University Libraries: http://academiccommons.columbia.edu/item/ac:109517. Selected Publications a. Yan C, Lee LH, Davis LI. Crm1p mediates regulated nuclear export of a yeast AP-1-like transcription factor. EMBO J. 1998 Dec 15;17(24):7416-29. PubMed PM I D: 9857197; PubMed Central PMCI D: PMC1171086. b. Wang JH*, Gostissa M*, Yan CT*, Goff P, Hickernell T, Hansen E, Difilippantonio S, Wesemann DR, Zarrin AA, Rajewsky K, Nussenzweig A, Alt FW. Mechanisms promoting translocations in editing and switching peripheral B cells. Nature. 2009 Jul 9;460(7252):231-6. PubMed PMID: 19587764; PubMed Central PMCID: PMC2907259. *Equal Contribution c. Yan CT, Boboila C, Souza EK, Franco S, Hickernell TR, Murphy M, Gumaste S, Geyer M, Zarrin AA, Manis JP, Rajewsky K, Alt FW. IgH class switching and translocations use a robust non- classical end-joining pathway. Nature. 2007 Sep 27;449(7161):478-82. PubMed PMID: 17713479. d. Wang JH, Alt FW, Gostissa M, Datta A, Murphy M,Alimzhanov MB, Coakley KM, Rajewsky K, Manis JP, Yan CT. Oncogenic transformation in the absence of Xrcc4 targets peripheral B cells that have undergone editing and switching. J Exp Med. 2008 Dec 22;205(13):3079-90. PubMed PMID: 19064702; PubMed Central PMCID: PMC2605230. e. Park J, Welner RS, Chan MY, Troppito L, Staber P6, Tenen DG, Yan CT. The DNA Ligase IV Syndrome R278H Mutation Impairs B Lymphopoiesis via Error-Prone Nonhomologous End-Joining. J Immunol. 2016;196(1):244-55. doi: 10.4049/jimmuno1.1403099. PubMed PM I D: 26608917; PubMed Central PMCID: PMCPMC4684978. f. Kang YJ, Balter B, Csizmadia E, Haas B, Sharma H, Bronson R, Yan CT. Contribution of classical end-joining to PTEN inactivation in p53-mediated glioblastoma formation and drug-resistant survival. Nature communications. 2017;8:14013. doi: 10.1038/ncomms14013. PubMed PMID: 28094268 P M C I D: P M C5247582 Complete List of Published Work in M Bibliograph : http:llwww.ncbi.nlm.nih.qovlsiteslmvncbilcatherine.van.11biblioqr�aphv1490221001publicl? sort=date&direction= descendina Laboratory Techniaues: Technical expertise include growth, manipulation and assays for E. coli, yeast, primary and immortalized mouse and human cell lines; DNA, RNA and protein isolation, detection (Southern, Northern, Western, silver staining, Mass Spec), fractionation, modifications, immunoprecipitation and fluorescent assays (e.g. T-FISH, DNA FISH, RNA FISH, immunofluorescence); chromatin analyses, cytogenetics (SKY, CGH); animal husbandry, dissection, perfusion, tissue isolation; B cell hybridoma fusion; tumor transplantation; generation and manipulation of iPSCs; immunohistochemistry, ELISpot, ELISAs; RV, AAV (cDNA, si/shRNA miRNA) and CRISPR gene editing; flow cytometry; cytogenetics; WGS and RNA-seq design and analyses; and design and validation of yeast 2-hybrid, synthetic lethal and drug resistance assays relevant to targeted therapies. Lexington MA Boards & Committees Submit Date: Mar 11, 2024 Application Form Profile i i i i i i i i � i i i i i i www.lexinatonma.qov/calendar� i i i i , i i i i i i i i i i i ` i � i i i i i � i i i i i i i � i i i i i i i , i i - - ' i - - � Jennifer L Wilson Fir�t �rr�� iddle L��t �rr�� Initi�l . �enny . . ■ ■ ■ ■ ■, ■ ■■■■■ Ms. Er��il Addr�� . . 11 Constitution Road f-I�rr��Addr��.� S�ait�c�r Apt Lexington MA 02421 City St�t� Pc��t�l Cc�d� . . . � . . . . . 13.5 years (and grew up here) . . . . Precinct 8 Mobile: Business: Prirn�ry Phc�n� Alt�rr��t�Phc�r�e Jennifer L Wilson John Hancock Deputy Chief Counsel Er�pl�y�r J�b Titl� 197 Clarendon Street, Boston MA 02421 . . . Board of Appeals Associates: Submitted I nterests & Experiences � . . . . . . I hold a Masters degree in Public Policy from Harvard, a legal degree from UCLA and I have 15 years of experience in transactional law with a concentration in real estate. Resume - lennifer Wilson.docx lJpl��d��urr�e . . . . . . I'm interested in giving back to the community and meeting more of the town representatives. . . . . . . I read about the vacancies in the March 2024 Lexington Times Magazine. . . . . . Yes • No . . . . . , . . . . . . . • Yes N o . . �� Ye s � N o . . . . , � 03/11/2024 certificate�of completion pdf ��r�fli�t�f Ir�ter�st L�w Tr�ir�ir�g C�rtifi��t� Jennifer L Wilson Jennif er L.Wilson 11 Constitution Road, Lexington, MA 02421 phone: email: EXPERIENCE John Hancock Life Insurance Company(U.S.A.) Boston,MA Managing Director and Deputy Chie f Counsel,Investments 2011-present Responsible for management of real estate legal team for investment related activities for a publicly traded insurance corporation in a complex regulatory environment on a global basis. Practice areas include direct financing,equity investments,real estate funds,public and private REITs,new fund development, development,real estate property management and asset management. Day to day responsibility for acquisitions, dispositions,workouts and financing transactions in the United States and Canada. Provided structuring support for Asia acquisitions. Supported advisory act compliance and policies. Material transactions include launch of a U.S.real estate fund, Singapore based REIT, establishment of a Cayman Islands based real estate fund for investment in Asia real estate. Hired in 2011 as counsel and promoted to senior counsel(2016),legal team manager(Z018)and Deputy Chief Counsel(Z019). Skadden,Arps, Slate,Meagher&Flom LLP Associate,Real Estate Department 2004—2C Negotiated real estate financing documents,purchase and sale contracts and joint venture agreements in connection with mergers, acquisitions and financing transactions. Drafted and reviewed stock and asset purchase agreements, construction agreements,leases, opinions, option agreements,letters of intent, auction bid proposals and credit facilities. Negotiated commercial office space and retail lea in premier New York City buildings. Represented prominent clients in the banking,real estate,travel and communications industries. Completed extensive diligence assignments and coordinated closings for billion-dollar projects. ADDITIONAL EXPERIENCE PSComm,LLC London,� Management Consultant February—August,2001,Summer 2C Assigned to London's key transit management agency to facilitate development of public busing police pilot program and crime reduction initiatives. Reviewed crime data and coordinated development of j oint policing-transit response center. United Nations Interim Administration Mission in Kosovo Kosovo,F Civil Administration Cabinet Member;Emergency Services Development October 1999—December ZC Developed emergency services department in post conflict environment. Drafted legislation and negotiated agreements with Kosovo Liberation Army faction leaders. Conducted briefings at NATO headquarters. Served as Diplomatic Observer with the United States Department of State. Police Executive Research Forum Sarajevo,F United Nations War Crimes Tribunal May 1996—August 1� Policy Advisor, United Nations Mission in Bosnia-Herzegovina Established and directed a project to identify police officers implicated in war crimes atrocities. Served as key policy advisor to Commissioner and Deputy Commissioner of the International Police. Drafted agreements, speeches and policies focusing on elections anc policing of minority communities in a post-conflict setting. Developed planning documents for new police institutions. EDUCATION University of California Los Angeles School of Law Los Angeles, CA 2004 J.D.;Admitted in New York and Massachusetts. Harvard University Kennedy School of Government Cambridge,MA 1999 M.P.P. ` : �� _..,, � � -� � _�� :� �� _� - � � � � -.` _ ,. _. � � �� i � � �'�� - �\ �� .... �\\\\\\\... ��:,..-.. ��oa��\\\\\\\\\\\\��\\�� O�ti �` � � �..,. �> _,..... �� o,.. �. � �' = � � � � � ; . � � � � - _ � ; � '- � ` ' < � �,'_; — � Select Board Committee Appointments - April 29, 2024 Length of Board/Committee Name Applicant for Appointment Term Term Expiration Date Notes Design Advisory Committee Minhaj Kirmani 1 year September 30, 2024 Design Advisory Committee Associate Member Danit Netzer 1 year September 30, 2024 Lexington Human Rights Committee Courtney Apgar 3 years September 30, 2024 Unexpired term Lexington Human Rights Committee Rachel Levy 3 years September 30, 2025 Unexpired term Monuments and Memorials Committee Elizabeth Huttner 3 years September 30, 2026 Monuments and Memorials Committee Nicholas Wong 3 years September 30, 2026 Noise Advisory Committee Sallye Bleiberg 3 years September 30, 2024 Unexpired term Noise Advisory Committee Barbara Katzenberg 3 years September 30, 2026 Noise Advisory Committee Benjamin Lees 3 years September 30, 2025 Unexpired term Noise Advisory Committee Laura Rosen 3 years September 30, 2026 Noise Advisory Committee Elaine Rudell 3 years September 30, 2025 Unexpired term Tourism Committee Pamela Fowler 1 year September 30, 2024 Town Celebrations Su►bcommittee Mirela Vaso 1 year June 30, 2024 Town Celebrations Subcommittee Perla Walling-Sotolong 1 year June 30, 2024 Town Celebrations Subcommittee Huma Wasim 1 year June 30, 2024 Town Report Committee David Lawrence 1 year September 30, 2024 Tree Committee Non-Voting Member Alicia Morris 3 years September 30, 2026 Tree Committee Non-Voting Member Rachel Summers 3 years September 30, 2026 Vision for Lexington Committee Catherine Yan 3 years September 30, 2026 Unexpired term Zoning Board of Appeals Associates Jennifer Wilson 1 year September 30, 2024 Unexpired term AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDAITEM TITLE: Approve and Sign Proclama.tion- Park and Recreation Month PRE E TER• ITEM S N . NUMBER: S elect Board Chair C.2 S UMMARY: Category:Decision-Making T he R ec reatio n C o mmitte e is reque s ting that the S elec t B o ard ap p ro ve and s ign a p ro c lamatio n rec o gnizing the month of July as Park and Recreation Month in the Town of Lexington. This is the third annual request for this proclamation. SUGGESTED MOTION: To ap p ro ve and s ign a p ro c lamatio n rec o gnizing the mo nth o f July as P ark and R ec reatio n Mo nth. Move to approve the consent. FOLLOW-UP: S elect Board O ffice DATE AND APPROXIMATE TIME ON AGENDA: 4/29/2024 ATTACHMENTS: Description Type � "�(�'��:��fm�.�-��:nc��,,��.�� IC��m:��'��c��G�.�� .��G��:��: IC��:n�� , � � � �, �� ' ��" � �� d ��: °�`.� �J � � "'�;�i �� '" � �� ; �, � ��,�N ��I �i =� ;��,, , � � � �� ry �F�� 4�inc ot �.�xi�cgto�, �.�c��c��ju��rr� r�:�� ,�>a.,�- ��" ��M� w� � "'��'��.��"��'��^ �..�;�-:��,�,,��,�,��m SELECT BOARD OFFICE PROCLAMATION Whe�eas: parks and recreation is an integral part of communities throughout this country, including the Town of Lexington, Massachusetts; and Whe�eas: parks and recreation promotes health and wellness, improving the physical and mental health of people who live near parks; and Whe�eas: parks and recreation encourages physical activities by providing space for popular sports, hiking trails, swimming pool and many other activities designed to promote active lifestyle; and Whe�eas: parks and recreation is a leading provider of healthy meals, nutrition services and education; and Whe�eas: parks and recreation programming and education activities, such as out-of-school time programming, youth sports and environmental education, are critical to childhood development; and Whe�eas: parks and recreation increases a community's economic prosperity through increased property values, expansion of the local tax base, increased tourism, the attraction and retention of businesses, and crime reduction; and Whe�eas: parks and recreation is fundamental to the environmental well-being of our community; and Whe�eas: parks and recreation is essential and adaptable infrastructure that makes our communities resilient in the face of natural disasters and climate change; and Whe�eas: our parks and natural recreation areas ensure the ecological beauty of our community and provide a place for children and adults to connect with nature and recreate outdoors; and Whe�eas: the U.S. House of Representatives has designated July as Park and Recreation Month; and Whe�eas: the Town of Lexington, Massachusetts recognized the benefits derived from parks and recreation resources. NOW, THEREFORE, WE, THE SELECT BOARD of the Town of Lexington, Massachusetts, do hereby proclaim the month of July as Pa�k and Rec�eation 1�lonth in the Town of Lexington, Massachusetts. IN WITNESS WHEREOF, we have set our hands and caused the seal of Lexington to be affixed herewith on the 29th of Apri12024. JOSEPH N.PATO,CHAIR SUZANNE E.BARRY DOUGLAS M.LUCENTE JILL I.HAI MARK D.SANDEEN AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDAITEM TITLE: Approve Installation of Happy to Chat Bench for Mental Health Awareness Month- Lexington C ommunity C enter, 3 9 Marrett Road PRE E TER• ITEM S N . NUMBER: S elec t B o ard C hair C.3 S UMMARY: Category:Decision-Making Attached please find a request from Recreation to place a Happy to Chat bench at the Community Center as well as a letter fro m R o tary and info rmatio n o n the b enc h. SUGGESTED MOTION: To ap p ro ve the p lac ement o f a "H ap p y to C hat" b enc h at the C o mmunity C enter. Move to approve the consent. FOLLOW-UP: R ec reatio n D ep artment DATE AND APPROXIMATE TIME ON AGENDA: 4/29/2024 ATTACHMENTS: Description Type � ��:��I�.��.r��.��m�-��;�°��fm a:��.��:��.�:n,��m��m�� ..��:�� :r��ai�:� � �I��.��µ�:.��.�.��.��;��,,�� ..�� ^� � .�...�,,��,��r�� ,,��r7��,� � ��:��y��:��:��;,�� ...�.��° ��^�.� �� " �,�� . � � �� Town o Lexin ton : �, � � g �� .; � ��Y � �� w��.* � � ��;. � � � � � �� Memorandum �� f�Rl�l��"" ��"��iP��-"��'„� To: James Malloy, Town Manager From: Christine Dean, Community Center Director Date: April 23, 2024 Re: Rotary Club of Lexington Happy to Chat Bench Donation The Recreation and Community Programs Department requests to be placed on the April 29, 2024 Select Board meeting agenda to request approval of the acceptance and installation of a Happy to Chat Bench from the Rotary Club of Lexington. • The Agenda Item/Title: Happy to Chat Bench • Vote/info/update: This item will request the vote of the Select Board to approve. • Summary of presentation: "Happy to Chat" benches encourage people to start conversations and tall�to each other, rather than being isolated and sometimes lonely. Rotary District 793 0 is committed to improving mental health throughout the district by decreasing isolation and increasing kindness and empathy. The District has set aside $10,000 in matching funds for any club Wishing to participate in this district managed grant. The Rotary Club of Lexington has applied for funds from this grant to be used to purchase a Happy to Chat Bench for the Lexington Community Center� • Timeline Summary: The presentation will be approximately 5 minutes and then time for questions and input. • Implications of action/non-action: Taking a vote/action will allow the Recreation&Community Programs Department to move forward with the installation of the donated bench at a chosen site at the Community Center. • Materials: All presentation materials are enclosed. • Support: The Rotary Club has pursued and secured funding for the bench. The Recreation Committee has approved and offered their support during the February 28, 2024 meeting. Along with the Lexington Human Services Department, we are excited to promote the bench during the month of May, Mental Health Awareness Month. Thank you and please let me know of any questions. Cc: Melissa Battite, Director of Recreation and Community Programs ,�.,� l l `��"I' V � , "�,rnr�r ,1 7 ^ U��/ ,4 i .. f '� , , � '("� ,.,, �G �,,, , � �, , �I'�-..�u�� , �: g ni I!�I � Ui p/,i' .. fl�u,rr r I ' 9,, �.I� ��i� � �, , , I- I, f, F W ■ � rr � � � � � � � � a a � � � � a � a � Free Standinq or Mounting Benches have holes in the feet so you may mount them however you want or not mount them. If you do mount them here are the instructions: � � � � � a � a � tt �� t th b tt r�� p h I i t� � u � f i I I it� ��r t � Th � I� i th � t i� th nrt � ur � Asse m b Iv Benches do not ship assembled. It is in 3 pieces and you would need to assemble. I don't know the instructions but I am sure they are included with the bench. � / ( / /�� / �/J t � f; / ! � �1�� / � Nov�mber l6,Z��3 L�:��n�t�n C�o�m��zity C�ent�r 3 9��rret��.d, I.,�:�ir��on, :�iIA Q�4�1 To: �hri stir�e D ea.n, C�or��.munity �enter Dir�ctc�r, Dear Chri�tlne, T:hi�l�t�er i��a state�hat th�Lexin�ton�orr�.m.unity�enter w�I�pa�tner v�vith the R.+�ta �lub c�f �'Y Lexin�ton�,s�.c+�operating argan.izatic�n in th�pla�cement af�.I�appY ta Chat Bench c�n their �rounds. ��ntal health has becc�me a crisis in aur commu.n�ti�s, Adul�s and c�ildre�can�'e�e��c�ne� �.nd Y �solat��. F�nds from this��a.n.�vvill be u�ed ta purchase�.Happy tc� �hat Bench for th� Lex�n�tc�n C;�mrnu�nity C�ent�r. Th�bench will prc,vid+�a safe place f+�r ea le ta ta�:�w�th .� � sam�e�a�e e�se. F�r e�ample, i�'�p��°��:��'��1�lc��t�� .�.,��h.�b�.�� .��s� ��,1��t �h��d�� r��.1��a � Tl�+��:ingt+�n�c�mmunity�enter�vi11�ork�rith the Rotary C�u� a�L,e�in tar�F�atari�.ns tc� � h�lp pu�the bench.es�oge�her and place them an c�ur prop�rt�r as�ve1l as�ducate s�af� f��ends az�d pa.trons as to their use. We will s�ustain the be�.ch�s and coc� �ra��wit� an F�ota� a�.di , � y ry t�as they relate tc�this grant�.nd the par��culars c�f`this ca,�per�.t�ve par�ner�hi . � Than.k yc�u�'ar�our suppor�, �igned, � �.,. ,, �, Meag�an urp"hY,Pre�xdent The R.a►tary(�lub of Le�ing o , MA Quote#: 78773-2 7/24/2023 m�m�m�m�m�m . �� - Ed ucational Fu rn itu re LLC 101 Wate rsto n e D r. � Oxford, MS 38655 - Email: edufurniture@gmail.com Phone: 1-888-719-3330 Fax: 662-638-3977 RFP5 � 5 ft Personalized Diamond Bench navy � �, c 1�'r(� r �r �' i '��4�9!�'� ��1' ��fr4�y�1`�d� I �',6� �M��Y��YI��+V iM�j! �i �� I Y�� Your item can not go into production until we receive an authorized signature approving design, color, and quantity. Please review & return as soon as possible. Approval Signature Print Name Approval Date Quantity Color O 2023 This illustration is the property of Educational Furniture LLC. It may not be used,copied or distributed without written permission from Educational Furniture LLC. AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDAITEM TITLE: Reorganization of the Board PRE E TER• ITEM S N . NUMBER: Kim Katzenback, Executive Clerk I.1 S UMMARY: Category:Decision-Making T he C hair and Vic e-C hair o f the S elec t B o ard is elec ted annually after the d is s o lutio n o f the Annual To wn Meeting. SUGGESTED MOTION: Motion to elect Chair of the S elect Board. Motion to elect Vice-Chair of the S elect Board. FOLLOW-UP: S elec t B o ard O ffic e DATE AND APPROXIMATE TIME ON AGENDA: 4/29/2024 6:45pm ATTACHMENTS: Description Type � ��m��c��,,,,,��,��c„��r��„��:�:��"�."��:��;��:��°��m��,��;��h��c:�(��,��° �.:��u��;��1��II��,��°��,� StatementofCandidacyforSelect Board Chair Colleagues, I am honored to have served as your chair this past year and seek your approval to continue serving as chair this coming year,following the tradition of most Board chairs for the past 60yearswho haveservedtwo,three, ormoresequentialterms*. This coming year is full of challenges.We are recruiting a new Town Manager,we are celebrating the 250th anniversary of the Battle of Lexington,we are preparing to redevelop LHS.All of this is in addition to the myriad of issues that arise in any normal year. We are a collaborative team that works well together. Ms Barry took the lead as chair of the Semiquincentennial Commission and Mr. Lucente joined the commission to lend focus from the Board. Ms Hai is taking the lead on the recruitment process with Mr. Sandeen's assistance. I have been taking the lead on the School Building Committee.Working together we are doing the best for Lexi ngton's futu re. As we start this critical year, I am ready and able to continue serving as the Board chair. I am retired and don't have other obligations straining my ability to work hard, giving me the flexibility to organize our worl<load and malce recommendations for where we can ease the pressure to mal<e sure our top priorities are successful. I am in the last year of an elected term—not an uncommon position for a board chair.While the next election is almost a year away, my plan is to seek re-election. No one can guarantee what the future will bring, but I know that as a team we will establish the context and continuity for a new Town Manager,for a glorious celebration of the 250t", and for a successful redevelopment of LHS. I thank you for your past support and ask for your vote as this year's Board chair. - Joe Pato *Asan example, since 1995, almostallBoard chairsserved multiple-yeartermsand stoodforre- election 2021-2023:J i ll H a i 2019-2021: Doug Lucente(stood for re-election during term) 2016-2019:Suzie Barry(stood for re-election during term) 2014-2016:Joe Pato (stood for re-election during term) 2012-2014: Deb Mauger(stood for re-election during term) 2010-2012: Hank Manz(stood for re-election during term) 2008-2010: Norman Cohen 2005-2008:Jeanne I<rieger(stood for re-election during term) 2002-2004: Leo McSweeny 2000-2002:Jeanne Krieger(stood for re-election during term) 1998-2000: Peter Enrich (stood for re-election during term) 1995-1998: Leo McSweeny AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDAITEM TITLE: Discuss Future of Liberty Ride PRESENTER: ITEM NUMBER: S andhya Iyer, Director of Economic D evelo p ment I.2 S UMMARY: C ate g o ry:B rains to rming Attached please find a March 13, 2024 memo from S andhya Iyer, Economic Development Director highlighting the c o ntrac t with J o s ep h's whic h und er the c urrent c o ntrac t end s Marc h 31, 2 02 5. M s. I yer is recommending that the Town is sue an RF P for a one-year contract which would provide s ervic e through the 2 5 Oth c e leb ratio n in 2 02 5 (wo uld terminate Marc h 31, 202 6) and that the To wn then mo ve fo rward with a hyb rid tro lley and s e ek a d ifferent metho d o f p ro vid ing a driver c o ntrac t in the future. SUGGESTED MOTION: T here is no mo tio n re quired at this time, b ut if the S elec t B o ard wo uld d is c us s and p ro vid e general d irec tio n that they agree with the o ne-year c o ntrac t and then s eeking a d ifferent metho d o f d elivering this s ervic e in the future, staff can plan and budget accordingly. FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 4/29/2024 6:SOpm ATTACHMENTS: Description Type � ��°��ai�.��.��A��y�:�� :�� :r��ai�� Town of Lexington Economic Development Office �� ii«�r� � �,� �r � �„ �' � � ;„�� =tl � �� .� � ��' � �� '� ,��` �� ,,. ��; � �r.�4�� MEMORANDUM Date: March 18, 2024 To: Carol Kowalski, Assistant Town Manager for Development; James Malloy, Town Manager; Kelly Axtell, Deputy Town Manager; Carolyn Kosnoff, Assistant Town Manager for Finance; Elizabeth Mancini, Purchasing Director From: Sandhya Iyer, Economic Development Director Re: Liberty Ride Transportation Contract 2025-2026 Summary The current term of the Liberty Ride Trolley contract is the third and final extension of the trolley contract with Joseph's Transportation at the rate of$195 per/hour between April 1 St� 2024 to March 31 St� 2025. The RFI and the Liberty Ride transportation RFP in 2023 resulted in one proposal from Joseph's Transportation. The proposal pricing ranged from $200-$295 for a ten-year contract. This contract was approved by the Select Board. Joseph's also agreed to purchase a new Trolley for the new contract and the updated rates included the new Trolley cost absorbed in the rates. The proposal also included a new amendment through which the existing contract was extended from March 31 St, 2024, to April 1 St, 2025. The new rate and contract for 9 years were proposed to start after the new vehicle was procured. Also, with the new contract on a mutual agreement between the Town and Josephs, the Town agreed to Waive the $5,000 security deposit requirement as the new trolley would not have mechanical issues as the old trolley which led to failure of service. Joseph's returned with additional requests below which led the town to cancel the bid: a) A clause for if the service was canceled for any reason (COVID, etc) the town would reimburse the company for the new vehicle. b) Remove the penalty clause in the contract. c) Ensure payments are within a certain period after the service. We do not have any service contract lined up for 2025 and beyond after the bid was canceled. Timeline Considerations and Next Steps 1) Our current contract ends on March 31 St, 2025. I recommend that the Town explore a one-year contract to extend the trolley service for 2025. This bid for the one-year contract is to allow for continued service in the 2025 Liberty Ride season. 2) We have received quotes from vendors for a Hybrid trolley(used and brand new). The cost estimate is anywhere between $270,000-$350,000. The department would need to put in a Capital Request this fall to secure funding to purchase the trolley. We could explore driver service through the school contract or LexPress to see if we could use the drivers and premises to store and maintain the trolley. We look forward to some guidance from the Select Board and the Management Team on the next steps to continue the service at least for the 2025 Trolley season. Thank you. Regards, Sandhya Iyer Economic Development Director Lexington Visitors Center AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDAITEM TITLE: Review American Rescue Plan Act (ARPA) Requests for First Quarter of 2024 PRE E TER• ITEM S N . NUMBER: Jim Malloy, Town Manager I.3 S UMMARY: Category:Decision-Making Attached please find the ARPA requests for the first quarter of 2024. Of the requests, the only one that the To wn Manager is no t rec o mmending is the $40,000 reque s t fo r fo o d gift c ard s. T his rec o mmend atio n is b as ed on the current balance of$35,405 in a previously approved food gift card program the S elect Board approved in 2022 & 2023. T here is a s ec o nd item, the mental health c linic ian, the To Wn Manager is rec o mmending two years of funding opposed to the three years requested. This is due to the timing of when all ARPA funds have to b e und er c o ntrac t and fully exp end ed (3 years wo uld extend into 202 7 b eyo nd the end d ate). S ho uld the Select Board approve the remaining items, this will leave a balance of$524,831 with two quarters (end of 2nd & 3 rd quarters, the 4th quarter will b e to o late)remaining to ap p ro ve the remaind er o f the fund s. During the next quarter, there will b e ad d itio nal reviews to c lo s e o ut any p rio r ap p ro vals that are c o mp leted with remaining fund s to return to the availab le b alanc e. In summary, the requests this quarter are to: • Install free wif'i in the Town C enter, C enter F ields and at Linc o ln F ield - c o st: $18 8,765 • Implement S eeC lickF�on the Town's web site to enab le a two-way communication tool for residents - cost: $9,778 • P urc has e Virtual R eality H e ad s ets fo r To wn s taff training(R ed C ro s s) - c o s t: $4,8 51 • To ins tall a s eas o nal event tent at the C o mmunity C enter- c o s t: $9,7 5 0 • To fund a mental health c linic ian fo r two years - c o s t: $160,000 • To fund D E I training- c o s t: $2,000 A s s tated ab o ve, there is a reque s t to fund a F all(fo o d) gift c ard p ro gram at $40,000 b ut this is no t recommended at this time and the mental health clinician is recommended to be funded at 2/3 of the request. SUGGESTED MOTION: Move to approve the follow ARPA requests: 1. Install free wif'i in the Town C enter, C enter F ields and at Lincoln F ield for$188,765 2. Implement S eeC lickF ix on the Town's web site to enable a two-Way communication too 1 for residents for $9,778 3. Purchase Virtual Reality Headsets for Town staff training for$4,851 4. To ins tall a s e as o nal event tent at the C o mmunity C enter fo r$9,7 5 0 5. To fund a mental health c linic ian fo r two years fo r$160,000 6. To fund D E I training fo r$2,000 FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 4/29/2024 7:OSpm ATTACHMENTS: Description Type � ��=� .��:n��b��r��.�c��c��r��,��:�� :.�`��°�:�� IC�� _ � — � m � _ � � _ � _� � �� lY Public Health�c Safety,25v9� —=r�� l� Ec�rt�rnic Stin°tulus�c R�siliertcy, -=�J� . °!o _�r�� _ � � � . � � � _ � � PIR�,5.�3� � _ — = �__ _ — � �� '�\ �� o �� e � � Faad I nsecu rity,2.2% Partdet�i�,13.2� � � _ _ �� .. . \ �\\. Hc�u�in�,16.4f Fund 4032 ARPA FUNDING REQUEST BY DEPARTMENTS-UPDATED 3-29-24 Total Amount Approved to Date $ 9,003,407 90.9% Total ARPA Funds $ 9,903,381 Additional Request for 4/1/24 $ 495,143 5.0% ARPA Available Balance(if all current requests are approved) $ 404,831 4.1% Total of Previous Approvals to be Closed Out $ - 0.0% Revised ARPA Balance $ 404,831 4.1% Amounts Approved: Previously Approved Balance Remaining New Requests Economic Stimulus&Resiliency $ 3,280,103 36.4% $ 1,326,036 40.4% $ 188,765 Food Insecurity $ 200,000 2.2% $ 35,405 17.7% $ 40,000 Housing $ 1,479,235 16.4% $ 34,635 2.3% $ - Pandemic $ 1,189,877 13.2% $ 702,710 59.1% $ 242,000 PIRs $ 521,000 5.8% $ 75,000 14.4% $ - Public Health&Safety $ 2,333,192 25.9% $ 528,511 22.7% $ 24,379 $ 9,003,407 100.0% $ 2,702,297 30.0% $ 495,143 Amount Project Department Funding Request Date Approved Vote Approved/Requested Notes Updated 4-18-24 Goal Status ��-�=�-3 � _ -�_�4�-3 3 = = - - ��,�;_-��__ -�� --_�- -�-�_3--3.�£-�-� - - t�;-�£ . t�: =�-�� -- �--�_� - = - - -= - -��;_�=-a�-�,--�-3 ��-- ��-- � - - -� - ; ��---33-.-_3,a �-��_�3-=-��-_. = ��3�_��34�� = --4_�,�-�--��_�-�_�_ - - - - ` - - 83- - - _-_� - - ===� - �t� �_--_-__ .-_3v�� .£�._�3=� - �� --�_��3� �_ - - - -- - 3��= _ - �--_��=_3�---��•.��-3-�� :�,£=��__ --"��- 3.�=� -_=3.��j��-�_�=��_3��=_3,E �=��-3�-�= �-33_3��-��- = _-��___£--�-�-��.��-�3= ��- -_--_- R� =- -- --- - ��-� -- ' - =-� � �� 3�-�t� " � � -R�- ��-�`- ��_ - �� - _,��-- - ;= _�� = - -- -- - - - - - - - - -- -- =- --- - ��_3��,_��- 3�'`;�_�. - = -�- - -��_� :�_�3° ---F`��- - -_--__- '��_�c- a�=��°� � _.��_• -:---- "3�3�3��__�-�s��-- -=� � �:�,� � �3_„ = - `-- - - - - -- - £��3 t�� 3,�_�3a _-�$�,,8,�2� °�-_� ��__- �_ -�3a�'---�-,; 3� - �� =3��.. � �� 3- �-� - -�-_;� . - �� «�` �� 3�-_ �-�.---s=�-�. _.��-� ��`�`�- ��.�;�.33.; �-�� - ��--=-� �'� - - b�-�33��_- `-� - - �- �._*� - � ��_��-��€__-� 'R�=��- �� `- -�3� t��_�;=_�3_. �-��`r�� _��_��-�-'_�=`��-��-�*=3 -�_ � _�-�-�3�=� - -=- =-- =`` ��.--__-`_ ---`"- - - "--`= -- ` -_`-- ` - " - - - ��,��,�_�-£-� � �� ` -=-- �` ----_--_-_ "__--` - 3��=__e_,; - - - ��.�_��_--�-�-3 =��- -= =��.�===��-_ - ��=- �-3,�;� `� � �,s-�,., --.�3�� _�_- 3a - = �� __ �- - _�`�;� - - ---- - i� � -_- �-�` - -- _� �• �� — �� - -`-- - -- =- - _---�_a'-�;_ - ='��=-�_� � - -= -��4�_�,�3-�-=�=�,E*� --- ._ _�,,,- _.�—�a-�F'�-��33-`_-__�__`--- - - -� - '-� _�� -��'-`-'- ';��3�-=�- �_=-� �- -��=-` - _ �_'-_�_� - - �.- "_-- `-` - - - - `..- ` - i.3 �-��_� - - 3-�-_,�_�.- -- _-�.-;�`33._ _� � �£__;-____--` - ��3-3- � ��_ � -_ �-3- -__---��3 a-� �=� ' �� .� -�3-`� � �-� -�-�t_�_� -�`��-�z� ��_i33=_� - .-�.� -��F - -_£3�'--£,�`3�=`3�`�� __ - _'�:��=��-3, � ��.� � ` - ��' " �� _� '��=--�3` - �`__ �--�-__'=_. ��_-a,�,�_ ��= s_�,33��- ��-a��_ -��£�3 �_ �"g� --- �-. R�3 � == �= 3.�:= :=�� , ��-�- -•� ��-$�� °�` ��_�_� 3�___� ��v �-33__ -�� ,-;�_3�s_-�a_R-�-�-�.-3�='--___��£-4- ,- �£ � �-3=� �� -_�•. .-�.a � �� F��_i�- .�- �` - 3�,�� =� �_� ��_,_�� -�,�,�3 3 __� �_ - _�� - ��£i �� =�:-_=t�;�� = _�,,_-�_� -- -�a,----=-�3=-� --=�-��,_- --`- ---- --- --- -- - --'=�--=-3�'- ��_€`33�; = `;-`-��-_�� --- ==` ��5a � ��_ �= --_- - _=� =�,3,� - -- `_---._--- -- - ` - - - 3�'3 =�=_' � - ` - - - - - -- � ��_��-3 �.' -_- 3F�-,-- -0 -0 -a L W L L [6 ca > +, s m m CL - L Q N N Q O O O 4� +� N N L co to OD 4 CN CNN N CNC C C E E C � ± ± }, 4. C C C) L.L U.'llll L.L Name of Project:Outdoor Public WiFi Project Cost: $1881764.59 Department: IT Department p Cost Basis: Based on quotes provided by Verizon Wireless and RCN Technologies. Total turnkey solution. Implementation and operating for 3 years included in price above. -$32,000 annual operating cost for year 4 -7 year life span on the physical devices Please describe the project: This is to provide outdoor public WiFi for: - Lexington Center (Police Station to the Battle Green) - Center Fields and Pool - Lincoln Fields These units are cellular based (Verizon) and are attached to existing light poles and they utilize the power from the poles. Please describe how this meets the Select Board's Nexus with COVID Pandemic: This project would give residents and tourists access to free public WiFi throughout the center and other areas in Town. Date Submitted to the Town Manager: 3/28/2024 Submitted By: Tim Goncalves Name of Project: SeeClickFix Project cost: 917 7 7 0 V`t Department: Town Manager/Communications Director Cost Basis: Quote from SeeClickFix for the first year. Annual cost thereafter is $19,553.84. Please describe the project: The Select Board has had a goal for the Town Manager to develop atwo-way communication tool for residents to contact the Town with concerns/complaints. The Town previously used SeeClickFix, but it was not compatible with the DPW's work order system and the Town discontinued it several years ago. The Town has worked with SeeClickFix and continued to follow up and recently with some up rades to their software, it now is compatible with the DPW's work order system and after a demonstration at the DPW, the DPW Director has confirmed the compatibility. The Town should also review this annually to determine usage and whether the volume of use justifies the expense. Please describe how this meets the Select Board's Nexus with COVID Pandemic: This will provide a method of communicating public health and safety concerns to the appropriate departments and provide better responses from the Town government. Date Submitted to the Town Manager: 3/20/24 Submitted By: Jim Malloy, Town Manager civicplus 302 South 4th St. Suite 500 Manhattan, KS 66502 us Client: LEXINGTON, MASSACHUSETTS Statement of Work Quote #: Q-59544-1 Date: 12/6/2023 2:45 PM Expires O n : 3/31 /2024 Bill To: LEXINGTON, MASSACHUSETTS SALESPERSON Phone EMAIL DELIVERY METHOD PAYMENT METHOD John Pugh (913) 954-0555 pugh@civicplus.com Net 30 Discount(s) QTY PRODUCT NAME DESCRIPTION TOTAL 1.00 SeeClickFix Year 1 Annual Fee Discount Year 1 Annual Fee Discount USD-91776.00 Recurring Service(s) QTY PRODUCT NAME DESCRIPTION TOTAL 1.00 SeeClickFix Request Unlimited gov user licenses for service request USD 197553.84 management tool to intake citizen submissions via mobile app. Assign requests internally, resolve issues and measure request performance. Includes support and virtual training services. 1.00 SeeClickFix Organization API License for private SeeClickFix Organizational API USD 0.00 Lost Price Initial v�iLCATerm II rv«A� USD n9!:Z 0Lost 7 Total Investment - Initial Term USD 9,777.84 Annual Recurring Services (Subject to Uplift) USD 19,553.84 V. PD 06.01.2015-0048 Page 1 of 3 Initial Term 12 Months Initial Term Invoice Schedule 100% Invoiced upon Signature Date Renewal Procedure Automatic 1 year renewal term, unless 60 days notice provided prior to renewal date Annual Uplift 5% to be applied in year 2 This Statement of Work ("SOW") shall be subject to the terms and conditions of the CivicPlus Master Services Agreement and the applicable Solution and Services terms and conditions located at https://www.civicplus.help/hc/en-us/p/legal- (collectively, the "Binding Terms"), By signing this SOW, Client expressly agrees to the terms and conditions of the Binding Terms throughout the term of this SOW. V. PD 06.01.2015-0048 Page 2of3 Acceptance The undersigned has read and agrees to the following Binding Terms, which are incorporated into this SOW, and have caused this SOW to be executed as of the date signed by the Customer which will be the Effective Date: For CivicPlus Billing Information, please visit https://www.civicplus.com/verify Authorized Client Signature By: Name: Title: Date: Organization Legal Name: Billing Contact: Title: Billing Phone Number: Billing Email: Billing Address: Mailing Address: (If different from above) CivicPlus By: Name: Title: Date: PO Number: (Info needed on Invoice (PO or Job#) if required) V. PD 06.01.2015-0048 Page 3of3 Request Package Proposal valid for 60 days from date of receipt PS01252024 Company Overview C 0 0 ivicPlus H*Istory CivicPlus began in 1998 when our founder, Ward Morgan, decided to focus on helping local governments work better and engage their residents through their web environment. Over the years, CivicPlus has continued to implement new technologies and merge with industry forerunners to maintain the highest standards of excellence and efficiency for our customers. Our portfolio includes solutions for website design and hosting, parks and recreation management, emergency and mass communications, agenda and meeting management, 311 and CRM, process automation and digital services, codification, licensing and permits, web governance and ADA remediation, social media archiving, and FOIA management. 25+ Years EXPERIENCE 10,000+Customers 850+ Employees Inc. 5000 11-time Honoree RECOGNITION GovTech 2024 Top 100 Company Stevieo Awards Recognized with multiple, global awards for sales and customer service excellence Our commitment to deliver the right solutions in design and development, end -user satisfaction, and secure hosting has been instrumental in making us a leader in government web technology. We are proud to have earned the trust of our over 10,000 customers and their 100,000+ administrative users. In addition, over 340 million residents engage with our solutions daily. 302 S. 4th Street, Suite 500 Manhattan, KS 66502 Toll Free: 888.228.2233 1 Fax: 785.587.8951 1 kow ering & E powering Government We empower municipal leaders to transform interactions between residents and government into consistently positive experiences that elevate resident satisfaction, increase revenue, and streamline operations. Government leaders tell us that one of their most pressing needs is to improve how residents access and experience municipal services; however, they struggle with budget cutbacks and technology constraints. CivicPlus enables civic leaders to solve these problems, making consistently positive interactions between residents and government possible. What sets us apart is our Civic Experience Platform. CivicPlus is the only government technology company exclusively committed to powering and empowering governments to efficiently operate, serve, and govern using our innovative and integrated technology solutions built and supported by former municipal leaders and award -winning support teams. With it, municipalities increase revenue and operate more efficiently while fostering trust among residents. and Meeting Municipal Websites Mangement GGGI GI Om�iU l l 'y Codification Mass Notification �i �u �i,�miit�iawmm�i� d �, i ��uWuuuunmm uuyu System * r • r Archiving 4:) civicplus.com Process III • 40 Features & Functionality The SeeClickFix 311 CRM is a proven leader of public service 311 request and work management software solutions. Through the use of web and mobile app services, we have helped millions of residents and hundreds of local governments build stronger communities. CivicPlus is committed to helping people and governments build more transparent, collaborative, and engaged communities. IMPROVE STAFF EFFICIENCIES • Easy -to -use mobile apps and website forms give residents a great experience allowing them to manage their request. • Built-in duplicate detection saves you time and money. • Geolocation detection from photos for increased location accuracy and ability to upload multiple photos. • Automatic assignment workflows and due date escalation notification for quick documentation and resolution. • Internal work orders created from service requests with related photos, locations, and details. • Easily configure public and private settings for request categories and customizable questions. • Easily log requests on behalf of residents with automatic updates sent. • Support for marketing and rollout initiatives to ensure success at launch. • Simple, clear report interfaces for quick access to data and core metrics. • Recurring data exports tailored to your reporting requirements. Notification functionality for service request status. Mobile tools tailored to workers out in the field. • Over 20 productized integrations and several API options. RESIDENT MANAGEMENT • View a resident's profile with their history of interactions. • Automatic creation of a resident profile. • Tag profiles for grouping together (business owners, neighborhood watch groups, e.g.). • Add notes to keep unique information to better personalize interactions with each resident. ACCESSIBILITY COMPLIANCE We continuously work to improve best practices and adherence to WCAG, iOS, and Android accessibility guidelines. civicplus.com 3 INTEGRATION CAPABILITIES The SeeClickFix 311 CRM can be integrated with numerous other software programs through our connectors. This will allow the system to work with your existing software. Implementation and/or annual subscription fees may apply. Other integrations may be available. Please contact your sales representative for more details. Current Integrations • Accela Automation • ArcGIS Online • ArcGIS Workforce • Bigbelly • Brightly Asset Essentials • Cartegraph Operations Management Software (OMS) • Cityworks Asset Management Software (AMS) • CivicPlus Code Enforcement, Permitting, and Licensing • Infor Public Sector (IPS) • Lagan (Verint CRM) • Lucity • Maximo • Microsoft Dynamics • Motorola PremierOne CSR • NaviLine • Oracle Service Cloud • PubWorks • TRAKiT • Tyler Technologies Enterprise Permitting & Licensing Software (EnerGov) • Tyler Technologies Enterprise Asset Management (EAM) • VUEWorks Every organization utilizing the SeeClickFix 311 CRM for request management can deploy branding for the SeeClickFix container application, which geolocates the user and shows the relevant organization(s) for the resident's location. The SeeClickFix mobile application has thousands of reviews with over a 4+ rating in both the Google Play and Apple stores. We update our apps, including Android and iOS, when new features become available or serious bugs have been identified. • Geo-specific SeeClickFix app. • Utilization of mobile buttons to display content like payment sites, phone numbers, social media, etc. This can enable you to have an organization -wide mobile app for residents to connect with all aspects of your organization. • Your internal staff can access most functionality to include due dates, assignments, and internal and public commentary for mobile management of requests. • Allow for geographic -specific notifications via push to the app, email, and/or your web portal. CDcivicplus.com 4 The Civic Experience Platfor Developed specifically to enable municipalities to deliver consistently positive interactions across every department and every service, the Civic Experience Platform includes technology innovations that deliver frictionless, one -stop, and personalized resident interactions. Local governments that leverage our Civic Experience Platform also benefit f rom: • Single Sign -On (SSO) to all of your CivicPlus products supporting two -factor authentication and PCI Level password compatibility • A single dashboard and toolbar for administrative access to your CivicPlus software stack • Access to a continually growing and fully documented set of APIs to better connect your administration's processes and applications • A centralized data store with robust data automation and integration capabilities CIVICPLUS PORTAL CivicPlus Portal strengthens your community's comprehensive resident relationship management capabilities. With a single username and password, residents can submit a public works request, ask a question, pay a utility bill, or register for an upcoming event. The result is more engaged and invested residents who are more likely to collaborate with you on the success of your community with fewer phone calls, walk-ins, or emails to your department asking how to submit a request or question. INTEGRATION HUB With Integration Hub's easy -to -use drag -and -drop interface, non -technical users can build integrations for syncing content and data between CivicPlus products or with third parties (for an additional fee) without the need for a developer. You can even easily create integrations using manual import, polling, and webhooks (for an additional cost). For example, automatically create a request in the SeeClickFix 311 CRM with an IoT device. The Integration Hub will reduce the amount of manual work your staff needs to do in the course of their daily work. This will save valuable time by automating your most time-consuming manual workflows. IVcivicplus.com 5 Implementation Am IM From project kickoff to announcing the launch of your SeeClickFix 311 CRM, the implementation process averages 8-12 weeks. For projects that include specific integration to an approved third -party system, the timeline generally expands to 12-18 weeks. Your staff will work with a CivicPlus implementation consultant to establish a workable schedule once final scope has been determined and your project kicks off. This overview provides you with an outline of what to expect during each phase. PHASE 1 9 Introduction call INTRODUCTION & PLANNING e Final project timeline developed PHASE 2 : Configuration of account and best practices ACCOUNT CONFIGURATION 0 Identify branding standards for mobile app • One hour backend control training PHASE 3 : 0 user training with customized agenda USER TRAINING & TESTING 0 User testing and revisions PHASE 4 : 0 Launch and public announcement planning MARKETING PLANNING 0 Development of press release, social media campaign templates, and digital marketing images • Assistance with launch press release . PHASE 5 ' Press conference/council meeting assistance LAUNCH Create theme campaigns for specific request types • Assistance developing messaging for PSA video or radio segment announcement lei civicplus.com M o Froaching Your Project Imp-e entati*on Phase 1: Introduction & Planning Implementation begins with an introduction call that includes your leadership team and implementation consultant. We will review your organization's goals, establish a timeline for launching your SeeClickFix 311 CRM, determine which departments will use the solution, and field any questions you have. During the introduction call, we will also determine if a kickoff presentation with your leadership team is needed. After the introduction call, your implementation consultant will develop a final project timeline based on final scope, agreed milestones, and key deliverables. Phase 2: Account Configuration During this phase, your team will gain access to your SeeClickFix 311 CRM account and receive consultation on how to best configure your settings. This phase will also include a one -hour training session on the backend controls via webinar. We will train you to configure your account for success. Configuration will include setting up members, request types, automatic assignments, and notifications, escalation contacts, timeline response goals, recurring data exports, preformatted response messages, custom emails, geographical areas for tracking and reporting, and mobile app buttons that link to webpages, call phone numbers, or display custom content. Phase 3: User Training & Testing Your training will include: • How to effectively respond to service requests Secondary questions • Understanding the differences between internal Workflows and external communications 0 Request status alerts • Process to generate work orders 9 Notices • Creating usable reports 0 User roles • Overview of new core concepts of application 0 Access levels rules for request categories We offer two approaches to training. Depending on the needs of your organization, training can be virtual for live groups or we can develop a train -the -trainer approach and work with two to three people on your team who will then train the remainder of your staff. After training, authorized members can begin testing the platform to better understand the features and capabilities of the system. This testing also allows for feedback for configuration changes needed prior to launch. 10 civicplus.com 7 See Click Fix offers two -three free monthly tutorials for customers to attend online at their convenience. We will review the topics you were previously trained on, and you can ask questions from our lead trainer. Many customers find these refresher tutorials extremely valuable as a review or even training of new staff members. The goal of the SeeClickFix 311 CRM training is to educate system admins for the implementation process. If a custom agenda is required, we will work with you stakeholders to develop the best training for your team. Your's responsibilities will include: • Securing stakeholder availability for meeting(s) to customize training agenda. • Ensure admins are available to participate in the system admin training. • Have team members available for the SeeClickFix 311 CRM install, provide training on best practices, and system configuration. Phase 4: Marketing Planning We will host a specific call to discuss launch and public announcement planning. We can provide a variety of resources to assist in marketing, including our User Adoption Guide and downloadable materials available from our Help Desk. The basic steps for marketing planning and launch include: • Setting official launch and announcement date • Completing a launch questionnaire • Adding web portal and app links to your website • Adding the app to Facebook page(s) • Developing and executing marketing plan IVI M.�'MAIIII Your customer success manager will work with you to successfully announce the launch of the SeeClickFix 311 CRM in your community. This consulting and assistance may include: • Assistance with crafting a press release • Assistance with draft announcement language and design of organization newsletter, flyers, and other community -wide notices Assistance creating theme campaigns about specific request types (fall clean up, back to school, hurricane season preparation, etc.) • Assistance with content/message of public service announcement video or radio segment IVcivicplus.com 8 Continuing Services lechn*ical Support & Services With technology, unlimited support is crucial. Our live technical support engineers based in North America are ready to answer your staff members' questions and ensure their confidence. CivicPlus' support team is available 9 a.m. — 6 p.m. (ET) to assist with any questions or concerns regarding the technical functionality and usage of your new solution. CivicPlus Technical Support will provide a toll -free number as well as an online email support system for users to submit technical issues or questions. Emergency technical support is available 24/7 for designated, named points -of - contact, with members of CivicPlus' support teams available for urgent requests. AWARD -WINNING • Technical support engineers available 9 a.m. — 6 p.m. (ET) Monday — Friday (excluding holidays) • Accessible via phone and email • 4-hour response during normal hours • 24/7 emergency technical support for named points of contact • Dedicated customer success manager • Online self-service help with the CivicPlus Help Center ( iiViic ,.............................. .....j ......Ihell„jp) CivicPlus has been honored with two Gold Stevie° Awards, three Silver Stevie° Awards, and seven Bronze Stevie° Awards in the categories of Front -Line Customer Service Team of the Year — Technology Industries, Customer Service Training or Coaching Program of the Year — Technology Industries, Customer Service Department of the Year — Computer Software — Up to 1,000 Employees, Most Valuable Response by a Customer Service Team (COVID-19), Best Customer Satisfaction Strategy, and Remote Customer Service Innovation of the Year. The Stevie Awards are the world's top honors for customer service, contact center, business development, and sales professionals. CIVICPLUS HELP CENTER CivicPlus customers have 24/7 access to our online Help Center where users can review articles, user guides, FAQs, and can get tips on best practices. Our Help Center is continually monitored and updated by our dedicated Knowledge Management Team to ensure we are providing the information and resources you need to optimize your solution. In addition, the Help Center provides our release notes to keep your staff informed of upcoming enhancements and maintenance. civicplus.com 9 CONTINUING PARTNERSHIP We won't disappear after your application is launched. You'll be assigned a dedicated customer success manager. They will partner with you by providing information on best practices and how to utilize the tools of your new system to most effectively engage your residents. MAINTENANCE • Extensive automated test suites integrated with version control system • Web based products receive updates daily via a continuous integration process. • Mobile apps are managed on a standard schedule for features (every 2-3 months) and as needed for bug f ixes Amlosting un & Sec *ty The SeeClickFix 311 CRM's operational goal is 99.9% availability. All our systems are monitored continuously with automatic contact mechanisms and escalation to multiple members of our engineering team if a problem is detected. When problems occur, we use various methods to communicate status updates with partners. Our services operate within the data centers of Linode and AWS, both of which employ numerous techniques to ensure reliable uptimes for our equipment and network access. When outages occur in these facilities, we do depend on our vendors to provide timely updates and resolution. We have designed our services with redundancy and recovery procedures in mind to mitigate single points of failure. This includes redundant systems, the ability to provision new instances if necessary, and regular data backups. Databases are replicated in real time to a secondary server and backed up at a different data center every four hours for disaster recovery purposes. Our software and operational configurations are managed in a version control system, and in a worst -case scenario we are able to re -deploy our services from the database backups and version control repositories. DDOS MITIGATION We have rate limits and filters in place for our public endpoints to discard most forms of abusive traffic. In a more severe situation, we would be able to migrate our services to alternate IP addresses or employ a commercial DDoS mitigation service to respond to a persistent attack. 10 civicplus.com 10 SYSTEM SECURITY • Our server software is updated regularly to minimize exposure to security problems. • We monitor various security announcement lists in order to respond quickly to any vulnerabilities. • Systems are accessible to engineers only on an as -needed basis. • Our software is revision controlled and can be used to recreate our systems as needed for scaling, repairs, or disaster recovery. • Our systems have restricted visibility to the Internet via firewall mechanisms. • We support SSL encryption on all our services, including integrations with remote systems. DATA CENTERS Our data centers provider employ a variety of physical and system security practices. For more details on their security policies: • Linode: Ilia e c m s ,,,,uirii,y • AWS: s. m z n c .....ire/ecuiriity • Heroku:Iheroku.com/p............11iicy iriIt 10 civicplus.com 11 Optional Enhancements CONVERSATIONS Conversations is a multi -channel communication tool designed to improve and simplify citizen and local government engagement. Inbound citizen messages from email, text, in -person, and digital media channels are consolidated into a single interface for rapid outbound response. Citizen communication histories are documented at the individual profile level to facilitate optimal service interactions. Flexible internal processes and tools can be configured to ensure better service and more efficient internal workflows. MARKETPLACE MOBILE APP The Marketplace app upgrades the SeeClickFix app to a named app in the Google DETROIT Play and Apple store with your organizations branding. SeeClickFix has built over 200 Marketplace branded apps for city and county governments throughout the w U.S. and Canada. With the Marketplace app, you'll receive all of the great benefits al ° of the SeeClickFix container app, but with custom branding - including design and,¢Y. marketing support. CIVICPLUS CHATBOT POWERED BY FRASE CivicPlus Chatbot is designed to convincingly simulate the way a human would behave during a customer service interaction. Our advanced technology combines the power of site search and artificial intelligence (AI) to deliver exceptional customer experiences to citizens using your solution. Our Chatbot crawls your CRM and other linked databases to create a continually, automatically updated, AI -powered knowledgebase that you don't have to maintain separately. IDENTITY PROVIDER ODP) INTEGRATION CivicPlus offers IdP integration capabilities, which means you'll benefit from easier integration between your CivicEngage website your favorite third -party solutions. Provide single sign -on (SSO) functionality to streamline managing and supporting user credentials and identify management solutions. CivicPlus IdP partners include Microsoft's Azure Active Directory (AD), Microsoft's Active Directory Federation Services (AD FS) versions 3.0, 4.0, and 5.0, and Okta. Di'D sclaimer Proposal as Non -Binding Document A successful project begins with a contract that meets the needs of both parties. This proposal is intended as a non- binding document, and the contents hereof may be superseded by an agreement for services. Its purpose is to provide information on a proposed project we believe will meet your needs based on the information available. If awarded the project, CivicPlus reserves the right to negotiate the contractual terms, obligations, covenants, and insurance requirements before a final agreement is reached. We look forward to developing a mutually beneficial contract with you. civicplus.com 12 Name of Project: Virtual Reality Headsets for Training Project Cost: $4850.86 Department: IT Department Cost Basis: 7 -Meta Quest 3 - $649.99 = $4549.93 7 -Hard Cases - $42-99 = $300.93 Total = $4850-86 Apps for both are free and available via the Meta Quest Store Please describe the project: 5 headsets would be used seasonally for the Recreation Department. They would utilize these for Lifeguard trainings. The Red Cross now provides a VR simulated app for training. During the off-season, these would be stored and maintained by the IT Department and will be available for use for other Departments if training is available. https://www. redcross.org/take-a-class/lifeguarding/virtual-reality-scanning 2 headsets would be used for the Fire Department utilizing the Virtually There Emergency Academy application. They recently demoed this application and believe it could serve well to train their personnel. https://www.virtuallytheretraining.com/more-info/ Please describe how this meets the Select Board's Nexus with COVID Pandemic: Utilizing virtual reality technology will allow staff to have a "hands on" experience. This will allow a more efficient training method which will be used to further their skills to better serve the public. Date Submitted to the Town Manager: 3/28/2024 Submitted By:Tim Goncalves Seasonal Event Tent Name of Project: Project Cost: $ 9 7 5 0 Department: Recreation and Community Programs Cost Basis: The tent rental would span 25 weeks at the cost of $390 per week. This price is inclusive of set up, take down, and concrete blocks for installation. Please describe the project: In 2021 the Lexington Community Center rented a tent to host outdoor programming spanning the season of May —November. Lexington Recreation and Community Programs, along with the Human Services Department, utilized the tent for many programs and services. The tent proved to be so useful that we rented it again during the 2022 & 2023 seasons. Last year, the Friends of the Council on Aging generously funded half the fee of the tent in order to help both Departments recoup some of the unanticipated cost to our operating budgets. Over the past three seasons the tent has been permitted for over 400 hours of use. Some of the programs hosted under the tent includes Card Games, Corn Hole, Discussion Groups, Expressive Art Therapy, Outdoor Movies, and Nutrition Talks. In addition, the tent has been used for special events such as staff trainings, musical performances, celebrations,Transportation Division initiatives, and the Harvest Festival. The summer youth programs have also been especially appreciative of having a shaded place to enjoy their outdoor lunch each day. Please describe how this meets the Select Board's Nexus with COVID Pandemic: The initial rental of the tent grew out of a time of isolation and concerns over the spread of COVID-19 and it afforded the Community Center the opportunity to continue programming and services outdoors in a protected and safe environment. Although we are seeing an increase in visitation and a return to in -person programming, many in the community we serve still prefer to convene outside when possible. We have been approached by various groups and staff inquiring about having the tent again this year for our programming purposes. The total rental cost for the event tent, anchors, and installation is $9,750 for May — October, 2024. Date Submitted to the Town Manager: 3.29.24 Submitted By:Christine Dean, Community Center Director Fall Gift Card Program Name of Project: Project Cost:$400 00Department: Human Services Department, Lexington MA Cost Basis: $40,000 to purchase 500 $75 gift cards from Market Basket. The additional $2,500 will replenish the in-house gift cards the human services department keeps on hand for emergencies. The gift cards can be used for a family displaced by emergency and need supplies, someone coming home from the hospital who needs food, or gas/Uber/ Lyft cards so people can get to their medical appointments. Please describe the project: The human services department was awarded ARPA funding in 2022 for $50,000 to address food insecurity within the community. $30,000 was used to purchase Wegman's gift cards to give to individuals and families in need. The department initiated distributing gift cards in December of 2022, and as of October of 2023, all 400 gift cards were given. The department's Market Basket Gift Card program is also well utilized. We purchased 500 hundred gift cards and started distributing them in November of 2023, and as of January 29th, 3323 cards have been given. Many are still gravely concerned about food insecurity, access to food, and the cost of food. As individuals and families return to work and school, we want them to have all they might need to set themselves up for success, which is why the department is requesting this third round of funding to purchase gift cards. Given the popularity of our last two food insecurity programs, we know we can reach many more residents. Please describe how this meets the Select Board's Nexus with COVID Pandemic: To meet the growing cost of food, access to good quality food, and food insecurity, additional gift cards can help many individuals and families in need. The department is well aware of a growing need based on the number of requested gift cards within the first few months. Many residents who need this additional support have already exhausted their other benefits and need more to make it through the month. We're also aware of the stigma associated with coming forward to ask for benefits; this may open the door to other resources people can utilize and that our department can connect them to. Date Submitted to the Town Manager: 1/31/24 Submitted By: Dana Bickelman Mental Health Clinician Partnership Name of Project: Project Cost: $240,000 Department: Human Services Department, Lexington MA Cost Basis: The department is looking to continue funding a partnership with an agency or person to provide a mental health clinician The $240,000 request to to cover an annual salary and indirect expenses of $80,000 over the next three years. Please describe the project: Given the challenging times and ever -changing needs of the community, the human services department feels deeply committed to continuing to provide mental health clinician services that are free of service and without a barrier to accessibility. The department has seen a positive outcome in referring to an in-house clinician, and demand for her services has remained steady, even with additional short-term mental health services being provided by the Human Services Department. The INTERFACE referral service continues to see a steady number of referrals. The demand for mental health care is not decreasing. Our clinician has a caseload of 50 residents and a wait list of 8 people. The department is committed to continuing advertising this service and hopes to utilize it in a different capacity with the potential of running support groups (hoarding, grief and loss, difficult conversations, to name a few) if the need for one-on-one therapy is not always in use. We want to maximize this service fully. Please describe how this meets the Select Board's Nexus with COVID Pandemic: While COVID has changed, the impact of the pandemic can still be felt. People still need to find strategies and ways to cope with change and loss, and this can mean the possibility of new or existing mental health issues. Again, with many people moving away from careers in social work or long wait lists, the human services department's clinician service is an excellent benefit. Date submitted to the Town Manager: 1 /31 /24 Submitted By: Dana Bickelman Name of Project: Diversity, Equity, Inclusion & Belonging - Training Seasonal Staff to create diverse spaces where everyone belongs Project Cost: 7 Department: Chief Equity Office & Recreation and Community Programs Cost Basis: Two 60-minute training sessions Pre and post survey data collection and analysis Please describe the project: This project would provide Recreation staff, both full time and seasonal, with a training to support staff in responding more effectively to bias -related incidents when they occur and to help staff foster a diverse, equitable and inclusive space where every individual feels they belong. After last summer, many seasonal staff members identified numerous racial incidents where they felt they did not have the tools to adequately respond to the incidents and support the individuals. The Recreation department in collaboration with Hemali Shah (Cheif Equity Officer) would like to better equip and support the staff for managing these situations. The two trainings would be provided for camp staff, program staff, aquatics staff and any full time staff who would like to attend. Please describe how this meets the Select Board's Nexus with COVID Pandemic: Our community has seen an increase in bias and hate incidents over the last five years, particularly since coming out of COVID. Training our Recreation staff, both full time and seasonal, in knowing what a bias incident looks like and how to immediately address it will lead to creating safer spaces for all individuals participating in Recreation programs. The long-term impact of providing such training is to create awareness of biases and microaggressions in program staff, while teaching younger participants the impact of their behaviors. In addition, the goal would also be to educate parents, through candid conversation, how biases and microaggressions lead to unsafe and hurtful engagement during programs, especially for BIPOC children. Date Submitted to the Town Manager: 4.1 .24 Submitted By: Hemali Shah/Kate DeAngelis AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Discuss Community Charrette on Lexington Center Revitalization Report PRESENTER: Doug Lucente, Select Board Member c TrnXnX A nv. Category: B rains to rming TrTu A4 NUMBER: I.4 This is a continuing discussion on the C harette on Lexington Center. Attached please find the previous presentation from Dr. Ko tval and Dr. Muffins. Additionally, the full report of the C harette is attached for review before discussion. 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Once identified, participants were asked to articulate challenges and potential actions to improve downtown. There were a total of 15 tables and approximately 120 participants. This report is a compilation of the sheets used to record the discussion at each table. Top Identified Strategies: 1. Retain and attract new uses that residents want in the center. (7 out of 15 tables voted for this in their top 3 strategies) 2. Support existing businesses (6 out of 15 tables voted for this in their top 3 strategies) 3. Revise Zoning Bylaw to allow restaurants, nightlife in evenings. (6 out of 15 tables voted for this in their top 3 strategies) 4. Address factors potentially inhibiting new small businesses from thriving in the center. (6 out of 15 tables voted for this in their top 3 strategies) 5. Address vacant storefronts; prevent long-term vacancies. (5 out of 15 tables voted for this in their top 3 strategies) 6. Streamline sign permitting and HDC guidelines for businesses. (3 out of 15 tables voted for this in their top 3 strategies) 7. Expand the number and type of activities to reinforce the image as a "social place / community center'; increase users and potential customer base. (3 out of 15 tables voted for this in their top 3 strategies) 8. Reduce parking requirements and make it more desirable for new businesses to lease space in Lexington center and Improve the perception of lack of parking. (2 out of 15 tables voted for this in their top 3 strategies) 9. Use Technology to tell stories of town history through apps, sites, etc. (1 out of 15 tables voted for this in their top 3 strategies) 10. Identify opportunities for individuals or organizations to participate in celebrations (1 out of 15 tables voted for this in their top 3 strategies) Identified Challenges: 1. The effects of post -pandemic impact on businesses. 2. Lack of Staffing options. 3. Construction- its cost, and time taken is a barrier. 4. Rent and Taxes too high. 5. There are absentee landlords and are they local, invested in the town center. 6. No penalties regarding vacancies or inadequate incentives to keep them occupied. 7. Lack of requirement regarding keeping windows active when space is vacant. 8. Landlords don't reside in Lexington hence they aren't motivated to rent. 9. Need something to spark the interest of people. 10. Staying at home is more comfortable for people. 11. Increased popularity of online shopping. 12. Need family friendly areas as well. 13. Lack of variety/diversity to draw In foot traffic. 14. Not enough seating with tables 15. There will be resistance from some people to the changing character of the Center. 16. There would be noise concerns from neighborhoods. 17. The town does not run/Fund events like discovery day. 18. Lack of Funding for businesses to survive. 19. Lack of younger demographics. 20. Lack of business for youth and younger demographics. 21. Where could we open "Fast Eats" places. 22. There is no place in town for young people to be able to afford to hangout. 23. Lack of Bars, pubs, trivia, thrift stores, lunch and brunch places. 24. Lack of housing in the center 25. Lack of diversity of businesses and offerings 26. Limited number of stores offering uniqueness and lack of character in storefronts. 27. There is limited area for large events to take place. 28. Can banks and real estate be moved to the second level? 29. Lexington needs a museum. 30. Choosing attractive businesses. 31. Need to make Mass Ave narrow and ped friendly. 32. Lack of Strategy for creating identity in the center. 33. Educating retail establishments about events co-ordination 34. The Lack of communication of what already exists, and the central source and residents don't know what resources are available at the visitor's center. 35. Raising awareness between residents and locals about buying in town to support existing businesses. 36. Lack of awareness of what already exists. 37. The historic commission limits the size and looks of signs. 38. The board is very protective of the "Historic" character of the center. 39. Snow removal during heavy winters is hard. 40. Lack of sidewalks on the Waltham side. 41. Accessible public transportation for staff and residents. 42. Lack of signage /directional information. 43. Lack of Mass transit. 44. Real/perceived parking difficulties. 45. Each store is responsible for its own parking, hence it's tough to expand or change the land -use. 46. Overlapping bodies of authority created a lack of clarity. 47. Increase the number of floors. 48. Due to zoning bylaws, there is a restriction on opening bars but opening a restaurant is harder. 49. A town meeting approval is necessary for a change in zoning bylaw changes. 50. Trying to change the bylaw regarding liquid license would affect select town committee board members, hence approvals are necessary. 51. The permit approval process is lengthy. 52. It would take a lot of time, maybe even months, for Zoning boards approvals along with HDC. 53. Changing the zoning bylaws could be difficult. Identified Actions: 1. Help new businesses to start with grants and help them with registration. 2. Make capital more accessible for them, maybe start an incubator. 3. Investigate use of TIFs to incentivize a variety of businesses. 4. Proactively survey landlords to understand vacancy issues. 5. Compare rents and taxes to concord and take actions to lower them. 6. Conduct a local job fair to recruit more people. 7. Need to communicate with the town about why the rents are high. 8. Maximize ways to get businesses here. 9. Investigate "Carrot or Stick" means of regulating empty storefronts (Arlington). 10. Need to incentivize landlords to reduce rent. 11. Changing zoning laws for temporary uses. 12. Need food options on Sunday and Monday as well. 13. Need a place for young people to hangout, something affordable not limiting them to library. 14. Affordable housing + transportation required. 15. Have more food trucks at the depot. 16. Delineate retail mix to create identity in the center. 17. The town center must be inviting, have a lot of green space, vibrant and safe, a place that all age groups should want to linger around. 18. Conduct "Taste of Lexington" at least once every season. 19. Identify more "Fast eats" places like Panera or any local business. 20. Identify areas like 2nd story bowling alley for events to take place. 21. Market bike paths and utilize them well. 22. Creating accessible business listings online and improving wifi mesh coverage. 23. Historically respectful electronic signboards (Parties involved IT department, Econ. Department, Communications office chamber, Retailers association, etc.) 24. Engage the Lexington Historical Society along with minuteman students involved. 25. Mix History classes(Content) + Multimedia Engineering (Tech) 26. Host a forum for youth from high school + middle school. 27. Work on how we could recruit teens and improve connection for school -Work place commute. 28. Invite and choose better business and change the aesthetic appeal of Mass Ave 29. Narrow Mass Ave down from 4 lanes to 2 lanes. 30. Contact MBTA with respect to improving mass transit. 31. Improve transportation and accessibility for workplace commutes. 32. Need better mass transit connection to Alewife 33. Identify where the parking signs are needed for more clarity. 34. Improve the directions to help easy navigation of where to go. 35. Creating a guidebook for sign approval with collaboration of all relevant parties so that majority compliance would result in approvals (parties like HDC, planning Department, Retailers association, etc.) 36. Discuss/Collaborate with the historic committee to improve signage. 37. Create maps for more details of businesses around the center. 38. Cultural district group can talk about use of theater. 39. Send out surveys to know what kind of businesses residents want in the center, and make sure to involve all demographics, later analyze the response and develop strategies to attract everyone. 40. Increase "Buy Local" campaign with municipality backing. 41. Find ways to deal with empty storefronts. 42. Incentivize the banks and real estate to move upstairs. 43. Find sponsors and link them with organizers for more community activities. 44. Would have to have referendum to change 45. Change the zoning bylaws regarding noise would be beneficial to opening up new places. 46. Building public consensus momentum about changing the bylaws using surveys and interactions with neighbors. 47. Change regulations so that there aren't any absentee landlords. 48. Make changes to zoning in town meeting. 49. Need to simplify the regulation process. 50. Connect Lex 250. Email and Facebook Feedback In addition to the discussion generated at the workshops, we also received the following feedback via email and facebook. If I were there, I would suggest looking at the power substation and its presence on Mass Ave. There is a LOT that could be done there. As a minimum, a pocket park. But it could also be a narrow band of commercial .. better. The building itself could stand a recladding with some expression that contributes to a renewed image/atmosphere. Fewer restrictions on uses for the space. Signage on the front of the building, possibly for two tenants. Creating a storefront at the back door -unless this is something you can do without approval. Usage beside retail. Survey other Towns for taxes per sq ft for their downtown areas. Using a current photo would have been better it's like your ignoring all that was just done - just saying it's a little frustrating. Whatever happened to the parklet that was on the south side of the street in the center? That was a vibrant sort of addition that we need more of but lost. Bring back Steve's Ice Cream or Baskin Robbins Pop -ups would "make it more fun" by adding some new ops for businesses that can't afford the $$ rents long term. Banks and real estate offices predominantly anchor the town square. Definitely don't exude "fun." A DINER! Minuteman Diner Bedford, MA would love it ... if Ihad the money (or I would invest as a partner) I would do it. I would call it "The Musket Diner" have always said that the center needs a good breakfast place/diner. The problems is parking. A lot of people who drive trucks or are early risers on their way to work would love a place to get a good breakfast to eat in or take it to go. But it needs to have good baked goods. Woolworths would be nice! A pub. A bar. That serves cocktails With a billiard table. Please. Appendix Bm. Design Renderings and Sketches Renderings for Building Heights and Massing Current Proposed Current Proposed Current Proposed Current Proposed Renderings for Depot Square Sketch for Parking Area Improvements Appendix Co. Community Vitality Fact Sheets 4- L N i O a, Q� �Y� -C//�) E O O N> O L L m Q �--+ C O U/ cn O O��'c� N� - L�EO� C) of6 N Lj VN1 CLO C%) U�EL'E-0 Ln : C -J (� O Q v a) °' Q L °) -- W >- `nN O _0 — U O L O +� L f'6 O 0 N >� U LL 4J Q) QJ N � L Q N N O T c~3 0-0 L L O N a)a)> `~ ( V D — bn c Q) > O p � E E �+ O U Q c6 N � � � N N ._ >� N f0 L p t-o OME o O n � Yuuuu u s � +-CN N /% ///�,,, O v a) Q) c3 �� , ; � i / ' ' L Q c +, � � — *' _ C-a �: �6 m aj N }, N N N Q)Q O N 4-J > Q) in C p Q1 U m QJ N '> � Q) a-J N Q) 4-1 ra> o — N a 4-J W fB O o ci 4-J'� a-1 O = � O _ N -0 > 0 0-0 f6 �} > vvi v E 0 0 L Q p L U (6 N m a-J E Q) Q 4-J Q) Q) 4-1 o� �1, C N mQ) N � � � � a--+•L .0 N O •��'Q° 4-JfD N Q) CO N N N ON O / E > p 0 0 v Q 0 ,., �� O 0 L Q '} U ate-+ M p dA p U N L p ra M� O N 4-J� U Q) Q) -0 0 - O Q) Ln o t 41 �i E L N Q) N Q Q N bn 11A � (6 c L Ln m Q N E L O M M L C-0 >. 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Three words that are often used, as defined by the Merriam -Webster Dictionary, are: • Vitality — the capacity to live and develop • Vibrancy - having or showing great life, activity, and energy • Resiliency - the ability to become strong, healthy, or successful again after something bad happens All three describe positive change. To demonstrate change with evidence, measures of downtown's progress must be monitored and objectively reported. This issue summarizes a literature search on Downtown Success Indicators prepared by Dr. Mary Edwards and Manish Singh of the University of Illinois - Urbana -Champaign, in cooperation with Kathleen Brown of the University of Illinois Extension. The literature review was completed to determine what constitutes "success" in small city downtowns. The review explored literature related to best places to live; downtown success stories; and research -based and empirical literature. Quantitative and qualitative indicators of downtown success were sorted into ten categories as listed below: 1. Retail Development Indicators • Proportion of all retail businesses located downtown • Increase in retail businesses over a time • Occupancy rate (or drop in vacancy rate) • Longevity of businesses (or turnover rate) • Retail activity • Daytime population • Business mix • Flux in downtown businesses 2. Downtown Housing Indicators • Proportion of city's population downtown • Increase in housing units over time • High density residential development • Surrounding market rate residential • Regulatory framework supporting downtown housing 3. Oreanization and PartnershiD Indicators • Active leadership • Downtown development authority (or organizational support) • Partnerships and coalitions • Downtown redevelopment plan • Community involvement (or affection from citizenry) I N 1P d Y j . . .....�, r ,,,,,,y,,� a ollil f/�/ ROO ,,,, , 1 1 4. Downtown Traffic Generator Indicators • Proportion of city's civic and cultural uses located downtown • Access to natural amenities (or waterfront development) • Arts and entertainment amenities • Educational establishments • Civic buildings • Sports stadiums and convention centers 5. Preservation and Rehabilitation Indicators • Proportion of city's registered historic structures located downtown • Number of hotel/motel rooms per 1,000 central city residents • Rehabilitation projects • Historic preservation initiatives • Heritage tourism activity 6. Immigration and Diversity Indicators • Percentage of foreign born population • Percentage of non -white population • Civic leaders' attitude toward diverse population 7. Multi -functionality Indicators • Mixed use development • Office development • Conference/meeting space 8. Downtown Design Indicators • Sense of place • Clear boundary • Clear entrance • Design guidelines • Bike/pedestrian friendliness • Public space • Streetscape and fagade improvement programs • Accessibility and connectivity 9. Branding and Promotion Indicators • Special events • Marketing initiatives 10. Downtown Finance, Employment and Demographic Indicators • Change in assessed value of property • Change in real property investment • Change in downtown employment • Percentage increase in rental value • Lease rate comparison with peer cities • Income of downtown residents • Crime known to police per 1000 residents • Make up of downtown labor force • Environmental sustainability The literature identified a variety of indicators to define downtown success. These indicators define both traditional and contemporary perceptions of success. Traditional indicators show success in retail and finance; however, more recent indicators focus on immigration, design, housing, organization and promotion. For More on Economic Benchmarking Statistical data can be used to measure progress related to your community's downtown economy. The data can be used to create a statistical snapshot or profile to help inform prospective business operators and investors about the market and demonstrate downtown's importance in the community. Extension's Downtown and Business District Market Analysis toolbox provides a list of metrics that can measure your district's economic performance. http://fvi.uwex.edu/downtown-market-analysis/ Source: Edwards, Mary, Manish Singh, and Kathleen Brown. "Downtown Success Indicators: A Review of the Literature."" August 2014. Produced by the Department of Urban and Regional Planning, University of Illinois at Urbana -Champaign in cooperation with University of Illinois Extension. Contact: Bill Ryan, Center For Community & Economic Development, University of Wisconsin -Extension 610 Langdon Street, Madison, WI 53703-1104 PH: (608)263-4994; FAX: (608)263-4999; Dial 711 for Wisconsin Relay; HTTP://WWW.CCED.CES.UWEX.EDU An EEO/Affirmative Action Employer, UW-Extension provides equal opportunities in employment and programming, including Title IX and ADA requirements. Appendix Do. ESRI Data and Infographics Lexii'igton CDP, MA (Lexington MR..) Lexii'igton CDFI, MA (2535250) Geography- Place IKey Facts Source: This 'Mfographic contains data provided by Esri (2023, 2028), Esr-i-Datea Axle (2023). @ 2023 Esri Source: This *H'ifographi c contains data provided by Esrl (2023, 2028), Esrl Data Axle (2023). Prepared by Esri Lexington CDP, RAA Geography: Place I I .. ....... n_j V4 dl LA F"a IC 4)$6 'Lan IMNYum Am w oar ) it, 1 12- 1 IQ , I i4ioufrarwu Iv C Ul 41"'", i Lr? ill Cv LZ` Kppmr 444 dt Ill 1=11 u=11 1: 0; . 'C3 . ..... i r4 ......... . . Icy'` rill "I j, 'iNIL J, i,j 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 5 minute radius Top Tapestry Segments Top Tier (1A) Apparel and Services Men's Women's Children's Footwear Watches & Jewelry Apparel Products and Services (1) Computer Percent 100.0% 0.0% 0.0% 0.0% 0.0% Demographic Summary Population Households Families Median Age Median Household Income 2023 Consumer Spending $1,180,604 $216,222 $399,507 $160,012 $264,429 $114,884 $25,550 2023 475 214 155 50.8 $200,001 2028 Forecasted Demand $1,313,876 $240f631 $444,605 $178,075 $294,279 $127,852 $28,434 Prepared by Esri La'1,,,,,J`d ;, 42,44740 1 0,L� e: / 1 2 2/ 1 If 2028 469 212 153 50.7 $200,001 Projected Spending Growth $133,272 $24,409 $45,098 $18,063 $29,850 $12,968 $2,884 Computers and Hardware for Home Use $136,432 $151,833 $15,401 Portable Memory $2,278 $2,535 $257 Computer Software $7,450 $8,291 $841 Computer Accessories $13,422 $14,937 $1,515 Entertainment & Recreation $2,069,750 $2,303,395 $233,645 Fees and Admissions $473,818 $527,305 $53,487 Membership Fees for Clubs (2) $185,747 $206,715 $20f968 Fees for Participant Sports, excl. Trips $76,712 $85,372 $8,660 Tickets to Theatre/Operas/Concerts $35,770 $39,808 $4,038 Tickets to Movies $14,283 $15,896 $1,613 Tickets to Parks or Museums $13,606 $15,142 $1,536 Admission to Sporting Events, excl. Trips $41,373 $46,043 $4,670 Fees for Recreational Lessons $105,895 $117,849 $11,954 Dating Services $431 $480 $49 TV/Video/Audio $668,430 $743,886 $75,456 Cable and Satellite Television Services $432,999 $481,878 $48,879 Televisions $69,632 $77,492 $7,860 Satellite Dishes $677 $754 $77 VCRs, Video Cameras, and DVD Players $2,278 $2,535 $257 Miscellaneous Video Equipment $6,649 $7,400 $751 Video Cassettes and DVDs $2,955 $3,289 $334 Video Game Hardware/Accessories $16,007 $17,814 $1,807 Video Game Software $7,511 $8,359 $848 Rental/Streaming/Downloaded Video $54,363 $60,500 $6,137 Installation of Televisions $1,047 $1,165 $118 Audio (3) $73,264 $81,535 $8,271 Rental and Repair of TV/Radio/Sound Equipment $1,047 $1,165 $118 Pets $489,579 $544,845 $55,266 Toys/Games/Crafts/Hobbies (4) $75,789 $84,344 $8,555 Recreational Vehicles and Fees (5) $100,662 $112,025 $11,363 Sports/Recreation/Exercise Equipment (6) $144,743 $161,083 $16,340 Photo Equipment and Supplies (7) $24,811 $27,612 $2,801 Reading (8) $74,373 $82,768 $8,395 Catered Affairs (9) $17,547 $19,527 $1,980 Food $5,483,318 $6,102,303 $618,985 Food at Home $3,534,977 $3,934,024 $399,047 Bakery and Cereal Products $462,243 $514,423 $52,180 Meats, Poultry, Fish, and Eggs $762,812 $848,922 $86,110 Dairy Products $346,929 $386,092 $39,163 Fruits and Vegetables $716,760 $797,671 $80,911 Snacks and Other Food at Home (10) $1,246,234 $11386,915 $140,681 Food Away from Home $1,948,341 $2,168,280 $219,939 Alcoholic Beverages $404,863 $450,566 $45,703 Note:Data The Consumer Spending data is household -based and represents the amount spent for a product or service by all households in an area. Detail may not sum to totals due to rounding. This report is not a comprehensive list of all consumer spending variables therefore the variables in each section may not sum to totals. Source: Esri forecasts for 2023 and 2028; Consumer Spending data are derived from the 2019 and 2020 Consumer Expenditure Surveys, Bureau of Labor Statistics. September 07, 2023 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 5 minute radius Prepared by Esri La'1,',,'J`d ;, 42,44740 1 0,L� e: / 1 2 2/ 1 If 2023 2028 Projected Consumer Spending Forecasted Demand Spending Growth Financial Value of Stocks/Bonds/Mutual Funds $31,297,386 $34,830,398 $3,533,012 Value of Retirement Plans $103,316,423 $114,979,320 $11,662,897 Value of Other Financial Assets $6,418,208 $7,142,729 $724,521 Vehicle Loan Amount excluding Interest $1,627,701 $1,811,445 $183,744 Value of Credit Card Debt $1,686,374 $1,876,741 $190,367 Health Nonprescription Drugs $80,529 $89,620 $9,091 Prescription Drugs $176,450 $196,369 $19,919 Eyeglasses and Contact Lenses $60,397 $67,215 $6,818 Home Mortgage Payment and Basics (11) $8,526,376 $9,488,878 $962,502 Maintenance and Remodeling Services $2,526,699 $2,811,926 $285,227 Maintenance and Remodeling Materials (12) $408,126 $454,197 $46,071 Utilities, Fuel, and Public Services $2,879,722 $31204,800 $325,078 Household Furnishings and Equipment Household Textiles (13) $65,138 $72,491 $7,353 Furniture $430,598 $479,206 $48,608 Rugs $27,336 $30 f421 $3,085 Major Appliances (14) $285,177 $317,369 $32,192 Housewares (15) $59,289 $65,982 $6,693 Small Appliances $34,293 $38,164 $3,871 Luggage $7,757 $8,633 $876 Telephones and Accessories $56,765 $63,172 $6,407 Household Operations Child Care $305,309 $339,774 $34,465 Lawn and Garden (16) $418,838 $466,119 $47,281 Moving/Storage/Freight Express $44,451 $49,469 $5,018 Housekeeping Supplies (17) $486,192 $541,076 $54,884 Insurance Owners and Renters Insurance $424,749 $472,697 $47,948 Vehicle Insurance $1,018,806 $1,133,814 $115,008 Life/Other Insurance $428,443 $476,808 $48,365 Health Insurance $2,571,704 $2,862,011 $290,307 Personal Care Products (18) $290,533 $323,330 $32,797 School Books and Supplies (19) $67,539 $75,163 $7,624 Smoking Products $150,469 $167,455 $16,986 Transportation Payments on Vehicles excluding Leases $1,404,953 $1,563,551 $158,598 Gasoline and Motor Oil $1,166,382 $1,298,049 $131,667 Vehicle Maintenance and Repairs $641,217 $713,601 $72,384 Travel Airline Fares $286,224 $318,534 $32,310 Lodging on Trips $443,404 $493,457 $50,053 Auto/Truck Rental on Trips $45,683 $50f839 $5,156 Food and Drink on Trips $322,671 $359,096 $36,425 Note:Data The Consumer Spending data is household -based and represents the amount spent for a product or service by all households in an area. Detail may not sum to totals due to rounding. This report is not a comprehensive list of all consumer spending variables therefore the variables in each section may not sum to totals. Source: Esri forecasts for 2023 and 2028; Consumer Spending data are derived from the 2019 and 2020 Consumer Expenditure Surveys, Bureau of Labor Statistics. September 07, 2023 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 5 minute radius Prepared by Esri La'I,',,'J`d ;, 42,44740 1 0,L� e: / 1 2 2/ 1 If (1) Apparel Products and Services includes shoe repair and other shoe services, apparel laundry and dry cleaning, alteration, repair and tailoring of apparel, clothing rental and storage, and watch and jewelry repair. (2) Membership Fees for Clubs includes membership fees for social, recreational, and health clubs. (3) Audio includes satellite radio service, radios, stereos, sound components, equipment and accessories, digital audio players, records, CDs, audio tapes, streaming/ downloaded audio, musical instruments and accessories, and rental and repair of musical instruments. (4) Toys and Games includes toys, games, arts and crafts, tricycles, playground equipment, arcade games, online entertainment and games, and stamp and coin collecting. (5) Recreational Vehicles & Fees includes docking and landing fees for boats and planes, payments on boats, trailers, campers and RVs, rental of boats, trailers, campers and RVs, and camp fees. (6) Sports/Recreation/Exercise Equipment includes exercise equipment and gear, game tables, bicycles, camping equipment, hunting and fishing equipment, winter sports equipment, water sports equipment, other sports equipment, and rental/repair of sports/recreation/exercise equipment. (7) Photo Equipment and Supplies includes film, film processing, photographic equipment, rental and repair of photo equipment, and photographer fees. (8) Reading includes digital book readers, books, magazine and newspaper subscriptions, and single copies of magazines and newspapers. (9) Catered Affairs includes expenses associated with live entertainment and rental of party supplies. (10) Snacks and Other Food at Home includes candy, chewing gum, sugar, artificial sweeteners, jam, jelly, preserves, margarine, fats and oils, salad dressing, nondairy cream and milk, peanut butter, frozen prepared food, potato chips and other snacks, nuts, salt, spices, seasonings, olives, pickles, relishes, sauces, gravy, other condiments, soup, prepared salad, prepared dessert, baby food, miscellaneous prepared food, and nonalcoholic beverages. (11) Mortgage Payment and Basics includes mortgage interest, mortgage principal, property taxes, homeowners insurance, and ground rent on owned dwellings. (12) Maintenance and Remodeling Materials includes supplies/tools/equipment for painting and wallpapering, plumbing supplies and equipment, electrical/heating/AC supplies, materials for roofing/gutters, materials for plaster/panel/siding, materials for patio/fence/brick work, landscaping materials, and insulation materials for owned homes. (13) Household Textiles includes bathroom linens, bedroom linens, kitchen linens, dining room linens, other linens, curtains, draperies, slipcovers and decorative pillows. (14) Major Appliances includes dishwashers, disposals, refrigerators, freezers, washers, dryers, stoves, ovens, microwaves, window air conditioners, electric floor cleaning equipment, sewing machines, and miscellaneous appliances. (15) Housewares includes flatware, dishes, cups glasses, serving pieces, nonelectric cookware, and tableware. (16) Lawn and Garden includes lawn and garden supplies, equipment and care service, indoor plants, fresh flowers, and repair/rental of lawn and garden equipment. (17) Housekeeping Supplies includes soaps and laundry detergents, cleaning products, toilet tissue, paper towels, napkins, paper/plastic/foil products, stationery, giftwrap supplies, postage, and delivery services. (18) Personal Care Products includes hair care products, nonelectric articles for hair, wigs, hairpieces, oral hygiene products, shaving needs, perfume, cosmetics, skincare, bath products, nail products, deodorant, feminine hygiene products, adult diapers, other miscellaneous care products and personal care appliances. (19) School Books and Supplies includes school books and supplies for college, elementary school, high school, vocational/technical school, preschool and other schools. Note:Data The Consumer Spending data is household -based and represents the amount spent for a product or service by all households in an area. Detail may not sum to totals due to rounding. This report is not a comprehensive list of all consumer spending variables therefore the variables in each section may not sum to totals. Source: Esri forecasts for 2023 and 2028; Consumer Spending data are derived from the 2019 and 2020 Consumer Expenditure Surveys, Bureau of Labor Statistics. September 07, 2023 lllllll/��W,� 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 10 minute radius Top Tapestry Segments Top Tier (1A) Urban Chic (2A) Apparel and Services Men's Women's Children's Footwear Watches & Jewelry Apparel Products and Services (1) Computer Percent 91.2% 8.8% 0.0% 0.0% 0.0% Demographic Summary Population Households Families Median Age Median Household Income 2023 Consumer Spending $4,679,638 $859,379 $1,587,314 $633,578 $1,047,186 $451,075 $101,105 2023 2,178 818 586 51.6 $200/001 2028 Forecasted Demand $5,173,498 $950,062 $1,754,812 $700 f445 $1,157, 704 $498,699 $111,776 Prepared by Esri La'1,,,,,J`d ;, 42,44740 1 0,L� e: / 1 2 2/ 1 If 2028 2,151 810 580 51.7 $200,001 Projected Spending Growth $493,860 $90 f683 $167,498 $66,867 $110,518 $47,624 $10,671 Computers and Hardware for Home Use $545,537 $603,088 $57,551 Portable Memory $9,088 $10,047 $959 Computer Software $30,025 $33,192 $3,167 Computer Accessories $53,467 $59,109 $5,642 Entertainment & Recreation $8,204,424 $9,070,266 $865,842 Fees and Admissions $11866,807 $2,063,870 $197,063 Membership Fees for Clubs (2) $729,876 $806,932 $77,056 Fees for Participant Sports, excl. Trips $302,915 $334,888 $31,973 Tickets to Theatre/Operas/Concerts $140,774 $155,635 $14,861 Tickets to Movies $57,268 $63,309 $6,041 Tickets to Parks or Museums $54,178 $59,894 $5,716 Admission to Sporting Events, excl. Trips $160,928 $177,926 $16,998 Fees for Recreational Lessons $419,117 $463,351 $44,234 Dating Services $1,750 $1,935 $185 TV/Video/Audio $21654,407 $2,934,515 $280,108 Cable and Satellite Television Services $1,713,097 $1,893,901 $180,804 Televisions $277,916 $307,237 $29,321 Satellite Dishes $2,726 $3,013 $287 VCRs, Video Cameras, and DVD Players $9,217 $10,189 $972 Miscellaneous Video Equipment $26,554 $29,356 $2,802 Video Cassettes and DVDs $11,921 $13,178 $1,257 Video Game Hardware/Accessories $64,269 $71,048 $6,779 Video Game Software $30,419 $33,627 $3,208 Rental/Streaming/Downloaded Video $218,377 $241,410 $23,033 Installation of Televisions $4,146 $4,584 $438 Audio (3) $291,511 $322,270 $30,759 Rental and Repair of TV/Radio/Sound Equipment $4,254 $4,702 $448 Pets $1,944,891 $2,150,123 $205,232 Toys/Games/Crafts/Hobbies (4) $301,811 $333,656 $31,845 Recreational Vehicles and Fees (5) $393,858 $435,447 $41,589 Sports/Recreation/Exercise Equipment (6) $577,538 $638,471 $60 f933 Photo Equipment and Supplies (7) $98,951 $109,391 $10,440 Reading (8) $295,729 $326,935 $31,206 Catered Affairs (9) $70,430 $77,859 $7,429 Food $21,790,215 $24,089,566 $2,299,351 Food at Home $14,041,939 $15,523,701 $1,481,762 Bakery and Cereal Products $1,8321635 $2,026,038 $193,403 Meats, Poultry, Fish, and Eggs $31029,142 $3,348,794 $319,652 Dairy Products $11378,392 $1,523,845 $145,453 Fruits and Vegetables $21849,313 $3,149,975 $300f662 Snacks and Other Food at Home (10) $4,952,457 $51475,050 $522,593 Food Away from Home $7,748,276 $8,565,865 $817,589 Alcoholic Beverages $1,606,407 $1,775,930 $169,523 Note:Data The Consumer Spending data is household -based and represents the amount spent for a product or service by all households in an area. Detail may not sum to totals due to rounding. This report is not a comprehensive list of all consumer spending variables therefore the variables in each section may not sum to totals. Source: Esri forecasts for 2023 and 2028; Consumer Spending data are derived from the 2019 and 2020 Consumer Expenditure Surveys, Bureau of Labor Statistics. September 07, 2023 Page 4 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 10 minute radius Prepared by Esri La'1,',,'J`d ;, 42,44740 1 0,L� e: / 1 2 2/ 1 If 2023 2028 Projected Consumer Spending Forecasted Demand Spending Growth Financial Value of Stocks/Bonds/Mutual Funds $122,967,091 $135,949,273 $12,982,182 Value of Retirement Plans $404,494,785 $447,205,732 $42,710,947 Value of Other Financial Assets $25,531,198 $28,225,187 $2,693,989 Vehicle Loan Amount excluding Interest $6,468,355 $7,150,910 $682,555 Value of Credit Card Debt $6,689,315 $7,395,241 $705,926 Health Nonprescription Drugs $318,787 $352,432 $33,645 Prescription Drugs $694,767 $768,110 $73,343 Eyeglasses and Contact Lenses $238,414 $263,579 $25,165 Home Mortgage Payment and Basics (11) $33,541,033 $37,081,920 $3,540,887 Maintenance and Remodeling Services $9,936,378 $10,985,364 $1,048,986 Maintenance and Remodeling Materials (12) $1,606,582 $1,776,182 $169,600 Utilities, Fuel, and Public Services $11,413,018 $12,617,485 $1,204,467 Household Furnishings and Equipment Household Textiles (13) $259,168 $286,515 $27,347 Furniture $1,708,931 $1,889,271 $180,340 Rugs $107,534 $118,886 $11,352 Major Appliances (14) $1,127,078 $1,246,038 $118,960 Housewares (15) $235,591 $260f451 $24,860 Small Appliances $137,969 $152,520 $14,551 Luggage $30,923 $34,185 $3,262 Telephones and Accessories $226,365 $250,248 $23,883 Household Operations Child Care $1,211,143 $1,338,956 $127,813 Lawn and Garden (16) $1,646,678 $1,820,520 $173,842 Moving/Storage/Freight Express $179,198 $198,095 $18,897 Housekeeping Supplies (17) $1,924,586 $2,127,707 $203,121 Insurance Owners and Renters Insurance $1,669,146 $1,845,364 $176,218 Vehicle Insurance $4,052,790 $4,480,430 $427,640 Life/Other Insurance $1,678,649 $1,855,893 $177,244 Health Insurance $10,162,830 $11,235,493 $1,072,663 Personal Care Products (18) $1,155,702 $1,277,649 $121,947 School Books and Supplies (19) $268,788 $297,147 $28,359 Smoking Products $602,152 $665,673 $63,521 Transportation Payments on Vehicles excluding Leases $5,565,350 $6,152,699 $587,349 Gasoline and Motor Oil $4,650,112 $5,140,734 $490,622 Vehicle Maintenance and Repairs $2,551,075 $2,820,257 $269,182 Travel Airline Fares $1,139,167 $1,259,366 $120,199 Lodging on Trips $1,751,137 $1,935,970 $184,833 Auto/Truck Rental on Trips $181,177 $200 f297 $19,120 Food and Drink on Trips $1,279,940 $1,415,013 $135,073 Note:Data The Consumer Spending data is household -based and represents the amount spent for a product or service by all households in an area. Detail may not sum to totals due to rounding. This report is not a comprehensive list of all consumer spending variables therefore the variables in each section may not sum to totals. Source: Esri forecasts for 2023 and 2028; Consumer Spending data are derived from the 2019 and 2020 Consumer Expenditure Surveys, Bureau of Labor Statistics. September 07, 2023 lllllll/��W,� 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 10 minute radius Prepared by Esri La'I,',,'J`d ;, 42,44740 1 0,L� e: / 1 2 2/ 1 If (1) Apparel Products and Services includes shoe repair and other shoe services, apparel laundry and dry cleaning, alteration, repair and tailoring of apparel, clothing rental and storage, and watch and jewelry repair. (2) Membership Fees for Clubs includes membership fees for social, recreational, and health clubs. (3) Audio includes satellite radio service, radios, stereos, sound components, equipment and accessories, digital audio players, records, CDs, audio tapes, streaming/ downloaded audio, musical instruments and accessories, and rental and repair of musical instruments. (4) Toys and Games includes toys, games, arts and crafts, tricycles, playground equipment, arcade games, online entertainment and games, and stamp and coin collecting. (5) Recreational Vehicles & Fees includes docking and landing fees for boats and planes, payments on boats, trailers, campers and RVs, rental of boats, trailers, campers and RVs, and camp fees. (6) Sports/Recreation/Exercise Equipment includes exercise equipment and gear, game tables, bicycles, camping equipment, hunting and fishing equipment, winter sports equipment, water sports equipment, other sports equipment, and rental/repair of sports/recreation/exercise equipment. (7) Photo Equipment and Supplies includes film, film processing, photographic equipment, rental and repair of photo equipment, and photographer fees. (8) Reading includes digital book readers, books, magazine and newspaper subscriptions, and single copies of magazines and newspapers. (9) Catered Affairs includes expenses associated with live entertainment and rental of party supplies. (10) Snacks and Other Food at Home includes candy, chewing gum, sugar, artificial sweeteners, jam, jelly, preserves, margarine, fats and oils, salad dressing, nondairy cream and milk, peanut butter, frozen prepared food, potato chips and other snacks, nuts, salt, spices, seasonings, olives, pickles, relishes, sauces, gravy, other condiments, soup, prepared salad, prepared dessert, baby food, miscellaneous prepared food, and nonalcoholic beverages. (11) Mortgage Payment and Basics includes mortgage interest, mortgage principal, property taxes, homeowners insurance, and ground rent on owned dwellings. (12) Maintenance and Remodeling Materials includes supplies/tools/equipment for painting and wallpapering, plumbing supplies and equipment, electrical/heating/AC supplies, materials for roofing/gutters, materials for plaster/panel/siding, materials for patio/fence/brick work, landscaping materials, and insulation materials for owned homes. (13) Household Textiles includes bathroom linens, bedroom linens, kitchen linens, dining room linens, other linens, curtains, draperies, slipcovers and decorative pillows. (14) Major Appliances includes dishwashers, disposals, refrigerators, freezers, washers, dryers, stoves, ovens, microwaves, window air conditioners, electric floor cleaning equipment, sewing machines, and miscellaneous appliances. (15) Housewares includes flatware, dishes, cups glasses, serving pieces, nonelectric cookware, and tableware. (16) Lawn and Garden includes lawn and garden supplies, equipment and care service, indoor plants, fresh flowers, and repair/rental of lawn and garden equipment. (17) Housekeeping Supplies includes soaps and laundry detergents, cleaning products, toilet tissue, paper towels, napkins, paper/plastic/foil products, stationery, giftwrap supplies, postage, and delivery services. (18) Personal Care Products includes hair care products, nonelectric articles for hair, wigs, hairpieces, oral hygiene products, shaving needs, perfume, cosmetics, skincare, bath products, nail products, deodorant, feminine hygiene products, adult diapers, other miscellaneous care products and personal care appliances. (19) School Books and Supplies includes school books and supplies for college, elementary school, high school, vocational/technical school, preschool and other schools. Note:Data The Consumer Spending data is household -based and represents the amount spent for a product or service by all households in an area. Detail may not sum to totals due to rounding. This report is not a comprehensive list of all consumer spending variables therefore the variables in each section may not sum to totals. Source: Esri forecasts for 2023 and 2028; Consumer Spending data are derived from the 2019 and 2020 Consumer Expenditure Surveys, Bureau of Labor Statistics. September 07, 2023 lllllll/��W,� 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 15 minute radius Top Tapestry Segments Top Tier (1A) Urban Chic (2A) Apparel and Services Men's Women's Children's Footwear Watches & Jewelry Apparel Products and Services (1) Computer Percent 91.1% 8.9% 0.0% 0.0% 0.0% Demographic Summary Population Households Families Median Age Median Household Income 2023 Consumer Spending $7,825,121 $1,437,078 $2,654,338 $1,059,431 $1,751,044 $754,171 $169,060 2023 3,758 1,378 998 51.6 $200,001 2028 Forecasted Demand $8,654,715 $1,589,405 $2,935,699 $1,171,756 $1,936,695 $834,175 $186,985 Prepared by Esri La'1,,,,,J`d ;, 42,44740 1 0,L� e: / 1 2 2/ 1 If 2028 3,711 1,364 988 51.7 $200,001 Projected Spending Growth $829,594 $152,327 $281,361 $112,325 $185,651 $80,004 $17,925 Computers and Hardware for Home Use $912,339 $1,009,007 $96,668 Portable Memory $15,198 $16,809 $1,611 Computer Software $50,219 $55,537 $5,318 Computer Accessories $89,413 $98,889 $9,476 Entertainment & Recreation $131719,150 $15,173,605 $1,454,455 Fees and Admissions $31121,341 $3,452,386 $331,045 Membership Fees for Clubs (2) $11220,323 $1,349,771 $129,448 Fees for Participant Sports, excl. Trips $506,496 $560 f2O6 $53,710 Tickets to Theatre/Operas/Concerts $235,374 $260 f339 $24,965 Tickets to Movies $95,777 $105,924 $10,147 Tickets to Parks or Museums $90,600 $100,202 $9,602 Admission to Sporting Events, excl. Trips $269,026 $297,583 $28,557 Fees for Recreational Lessons $700,818 $775,124 $74,306 Dating Services $2,927 $3,237 $310 TV/Video/Audio $41438,720 $4,909,242 $470,522 Cable and Satellite Television Services $21864,503 $3,168,226 $303,723 Televisions $464,767 $514,017 $49,250 Satellite Dishes $4,559 $5,042 $483 VCRs, Video Cameras, and DVD Players $15,417 $17,049 $1,632 Miscellaneous Video Equipment $44,408 $49,113 $4,705 Video Cassettes and DVDs $19,939 $22,050 $2,111 Video Game Hardware/Accessories $107,487 $118,873 $11,386 Video Game Software $50 f882 $56,268 $5,386 Rental/Streaming/Downloaded Video $365,231 $403,918 $38,687 Installation of Televisions $6,933 $7,668 $735 Audio (3) $487,481 $539,149 $51,668 Rental and Repair of TV/Radio/Sound Equipment $7,115 $7,868 $753 Pets $3,252,278 $3,597,024 $344,746 Toys/Games/Crafts/Hobbies (4) $504,711 $558,202 $53,491 Recreational Vehicles and Fees (5) $658,473 $728,342 $69,869 Sports/Recreation/Exercise Equipment (6) $965,828 $1,068,178 $102,350 Photo Equipment and Supplies (7) $165,477 $183,013 $17,536 Reading (8) $494,530 $546,948 $52,418 Catered Affairs (9) $117,792 $130,269 $12,477 Food $36,438,118 $40f300,527 $3,862,409 Food at Home $23,481,131 $25,970,176 $2,489,045 Bakery and Cereal Products $3,064,475 $3,389,356 $324,881 Meats, Poultry, Fish, and Eggs $5,065,352 $5,602,300 $536,948 Dairy Products $2,304,974 $2,549,303 $244,329 Fruits and Vegetables $41764,713 $5,269,757 $505,044 Snacks and Other Food at Home (10) $8,281,617 $9,159,461 $877,844 Food Away from Home $12,956,987 $14,330,350 $1,373,363 Alcoholic Beverages $2,686,214 $2,970,979 $284,765 Note:Data The Consumer Spending data is household -based and represents the amount spent for a product or service by all households in an area. Detail may not sum to totals due to rounding. This report is not a comprehensive list of all consumer spending variables therefore the variables in each section may not sum to totals. Source: Esri forecasts for 2023 and 2028; Consumer Spending data are derived from the 2019 and 2020 Consumer Expenditure Surveys, Bureau of Labor Statistics. September 07, 2023 i 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 15 minute radius Prepared by Esri La'1,',,'J`d ;, 42,44740 1 0,L� e: / 1 2 2/ 1 If 2023 2028 Projected Consumer Spending Forecasted Demand Spending Growth Financial Value of Stocks/Bonds/Mutual Funds $205,595,485 $227,4041625 $21,809,140 Value of Retirement Plans $676,263,145 $748,016,446 $71,753,301 Value of Other Financial Assets $42,694,485 $47,219,766 $4,525,281 Vehicle Loan Amount excluding Interest $10,816,539 $11,963,082 $1,146,543 Value of Credit Card Debt $11,185,746 $12,371,565 $1,185,819 Health Nonprescription Drugs $533,054 $589,572 $56,518 Prescription Drugs $1,161,655 $1,284,864 $123,209 Eyeglasses and Contact Lenses $398,644 $440,918 $42,274 Home Mortgage Payment and Basics (11) $56,080,084 $62,028,464 $5,948,380 Maintenance and Remodeling Services $16,613,395 $18,375,604 $1,762,209 Maintenance and Remodeling Materials (12) $2,686,206 $2,971,117 $284,911 Utilities, Fuel, and Public Services $19,084,400 $211107,684 $2,023,284 Household Furnishings and Equipment Household Textiles (13) $433,395 $479,330 $45,935 Furniture $2,857,662 $3,160,598 $302,936 Rugs $179,795 $198,865 $19,070 Major Appliances (14) $1,884,582 $2,084,417 $199,835 Housewares (15) $393,961 $435,720 $41,759 Small Appliances $230,755 $255,195 $24,440 Luggage $51,712 $57,192 $5,480 Telephones and Accessories $378,551 $418,668 $40,117 Household Operations Child Care $2,025,253 $2,239,952 $214,699 Lawn and Garden (16) $2,753,197 $3,045,238 $292,041 Moving/Storage/Freight Express $299,719 $331,459 $31,740 Housekeeping Supplies (17) $3,218,163 $3,559,372 $341,209 Insurance Owners and Renters Insurance $2,790,746 $3,086,779 $296,033 Vehicle Insurance $6,777,270 $7,495,607 $718,337 Life/Other Insurance $2,806,515 $3,104,278 $297,763 Health Insurance $16,993,190 $18,795,109 $1,801,919 Personal Care Products (18) $1,932,620 $2,137,462 $204,842 School Books and Supplies (19) $449,480 $497,122 $47,642 Smoking Products $1,007,031 $1,113,727 $106,696 Transportation Payments on Vehicles excluding Leases $9,306,093 $10,292,735 $986,642 Gasoline and Motor Oil $7,776,382 $8,600,498 $824,116 Vehicle Maintenance and Repairs $4,266,038 $4,718,200 $452,162 Travel Airline Fares $1,904,983 $2,106,889 $201,906 Lodging on Trips $2,928,036 $3,238,531 $310,495 Auto/Truck Rental on Trips $302,961 $335,078 $32,117 Food and Drink on Trips $2,140,292 $2,367,188 $226,896 Note:Data The Consumer Spending data is household -based and represents the amount spent for a product or service by all households in an area. Detail may not sum to totals due to rounding. This report is not a comprehensive list of all consumer spending variables therefore the variables in each section may not sum to totals. Source: Esri forecasts for 2023 and 2028; Consumer Spending data are derived from the 2019 and 2020 Consumer Expenditure Surveys, Bureau of Labor Statistics. September 07, 2023 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 15 minute radius Prepared by Esri La'I,',,'J`d ;, 42,44740 1 0,L� e: / 1 2 2/ 1 If (1) Apparel Products and Services includes shoe repair and other shoe services, apparel laundry and dry cleaning, alteration, repair and tailoring of apparel, clothing rental and storage, and watch and jewelry repair. (2) Membership Fees for Clubs includes membership fees for social, recreational, and health clubs. (3) Audio includes satellite radio service, radios, stereos, sound components, equipment and accessories, digital audio players, records, CDs, audio tapes, streaming/ downloaded audio, musical instruments and accessories, and rental and repair of musical instruments. (4) Toys and Games includes toys, games, arts and crafts, tricycles, playground equipment, arcade games, online entertainment and games, and stamp and coin collecting. (5) Recreational Vehicles & Fees includes docking and landing fees for boats and planes, payments on boats, trailers, campers and RVs, rental of boats, trailers, campers and RVs, and camp fees. (6) Sports/Recreation/Exercise Equipment includes exercise equipment and gear, game tables, bicycles, camping equipment, hunting and fishing equipment, winter sports equipment, water sports equipment, other sports equipment, and rental/repair of sports/recreation/exercise equipment. (7) Photo Equipment and Supplies includes film, film processing, photographic equipment, rental and repair of photo equipment, and photographer fees. (8) Reading includes digital book readers, books, magazine and newspaper subscriptions, and single copies of magazines and newspapers. (9) Catered Affairs includes expenses associated with live entertainment and rental of party supplies. (10) Snacks and Other Food at Home includes candy, chewing gum, sugar, artificial sweeteners, jam, jelly, preserves, margarine, fats and oils, salad dressing, nondairy cream and milk, peanut butter, frozen prepared food, potato chips and other snacks, nuts, salt, spices, seasonings, olives, pickles, relishes, sauces, gravy, other condiments, soup, prepared salad, prepared dessert, baby food, miscellaneous prepared food, and nonalcoholic beverages. (11) Mortgage Payment and Basics includes mortgage interest, mortgage principal, property taxes, homeowners insurance, and ground rent on owned dwellings. (12) Maintenance and Remodeling Materials includes supplies/tools/equipment for painting and wallpapering, plumbing supplies and equipment, electrical/heating/AC supplies, materials for roofing/gutters, materials for plaster/panel/siding, materials for patio/fence/brick work, landscaping materials, and insulation materials for owned homes. (13) Household Textiles includes bathroom linens, bedroom linens, kitchen linens, dining room linens, other linens, curtains, draperies, slipcovers and decorative pillows. (14) Major Appliances includes dishwashers, disposals, refrigerators, freezers, washers, dryers, stoves, ovens, microwaves, window air conditioners, electric floor cleaning equipment, sewing machines, and miscellaneous appliances. (15) Housewares includes flatware, dishes, cups glasses, serving pieces, nonelectric cookware, and tableware. (16) Lawn and Garden includes lawn and garden supplies, equipment and care service, indoor plants, fresh flowers, and repair/rental of lawn and garden equipment. (17) Housekeeping Supplies includes soaps and laundry detergents, cleaning products, toilet tissue, paper towels, napkins, paper/plastic/foil products, stationery, giftwrap supplies, postage, and delivery services. (18) Personal Care Products includes hair care products, nonelectric articles for hair, wigs, hairpieces, oral hygiene products, shaving needs, perfume, cosmetics, skincare, bath products, nail products, deodorant, feminine hygiene products, adult diapers, other miscellaneous care products and personal care appliances. (19) School Books and Supplies includes school books and supplies for college, elementary school, high school, vocational/technical school, preschool and other schools. Note:Data The Consumer Spending data is household -based and represents the amount spent for a product or service by all households in an area. Detail may not sum to totals due to rounding. This report is not a comprehensive list of all consumer spending variables therefore the variables in each section may not sum to totals. Source: Esri forecasts for 2023 and 2028; Consumer Spending data are derived from the 2019 and 2020 Consumer Expenditure Surveys, Bureau of Labor Statistics. September 07, 2023 �r r„ P ri 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Prepared by Esri Walk time: 5 minute radius 1,,,, U d 42,44740 1 0,11 e : / 1 2 2 / 10 Top Tapestry Segments Percent Demographic Summary 2023 2028 Top Tier (1A) 100.0% Population 475 469 0.0% Households 214 212 0.0% Families 155 153 0.0% Median Age 50.8 50.7 0.0% Median Household Income $200,001 $200,001 Spending Potential Average Amount Index Spent Total Apparel and Services 251 $5,516.84 $1,180,604 Men's 247 $1,010.38 $216,222 Women's 250 $1,866.86 $399,507 Children's 225 $747.72 $160,012 Footwear 248 $1,235.65 $264,429 Watches & Jewelry 318 $536.84 $114,884 Apparel Products and Services (1) 268 $119.39 $25,550 Computer Computers and Hardware for Home Use 249 $637.53 $136,432 Portable Memory 231 $10.64 $2,278 Computer Software 241 $34.81 $7,450 Computer Accessories 250 $62.72 $13,422 Entertainment & Recreation 256 $9,671.73 $2,069,750 Fees and Admissions 311 $2,214.10 $473,818 Membership Fees for Clubs (2) 312 $867.98 $185,747 Fees for Participant Sports, excl. Trips 300 $358.47 $76,712 Tickets to Theatre/Operas/Concerts 306 $167.15 $35,770 Tickets to Movies 242 $66.74 $14,283 Tickets to Parks or Museums 229 $63.58 $13,606 Admission to Sporting Events, excl. Trips 331 $193.33 $41,373 Fees for Recreational Lessons 341 $494.84 $105,895 Dating Services 188 $2.01 $431 TV/Video/Audio 231 $3,123.50 $668,430 Cable and Satellite Television Services 235 $2,023.36 $432,999 Televisions 223 $325.38 $69,632 Satellite Dishes 185 $3.16 $677 VCRs, Video Cameras, and DVD Players 221 $10.64 $2,278 Miscellaneous Video Equipment 246 $31.07 $6,649 Video Cassettes and DVDs 211 $13.81 $2,955 Video Game Hardware/Accessories 186 $74.80 $16,007 Video Game Software 181 $35.10 $7,511 Rental/Streaming/Downloaded Video 206 $254.03 $54,363 Installation of Televisions 304 $4.89 $1,047 Audio (3) 253 $342.36 $73,264 Rental and Repair of TV/Radio/Sound Equipment 176 $4.89 $1,047 Pets 248 $2,287.75 $489,579 Toys/Games/Crafts/Hobbies (4) 224 $354.15 $75,789 Recreational Vehicles and Fees (5) 313 $470.38 $100,662 Sports/Recreation/Exercise Equipment (6) 241 $676.37 $144,743 Photo Equipment and Supplies (7) 248 $115.94 $24,811 Reading (8) 274 $347.54 $74,373 Catered Affairs (9) 270 $82.00 $17,547 Food 243 $25,622.98 $5,483,318 Food at Home 243 $16,518.58 $3,534,977 Bakery and Cereal Products 245 $2,160.01 $462,243 Meats, Poultry, Fish, and Eggs 242 $3,564.54 $762,812 Dairy Products 246 $1,621.16 $346,929 Fruits and Vegetables 250 $3,349.35 $716,760 Snacks and Other Food at Home (10) 238 $5,823.52 $1,246,234 Food Away from Home 245 $9,104.40 $1,948,341 Alcoholic Beverages 280 $1,891.88 $404,863 Note:Data The Spending Potential Index (SPI) is household -based, and represents the amount spent for a product or service relative to a national average of 100. Detail may not sum to totals due to rounding. This report is not a comprehensive list of all consumer spending variables therefore the variables in each section may not sum to totals. Source: Esri forecasts for 2023 and 2028; Consumer Spending data are derived from the 2019 and 2020 Consumer Expenditure Surveys, Bureau of Labor Statistics. September 07, 2023 �r r„ P ri 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Prepared by Esri Walk time: 5 minute radius 1,,, U d 42,44740 1 0 , Lj., e : / 1 2 2 / 10 Spending Potential Average Amount Index Spent Total Financial Value of Stocks/Bonds/Mutual Funds 372 $146,249.47 $31,297,386 Value of Retirement Plans 341 $482,787.02 $103,316,423 Value of Other Financial Assets 350 $29,991.63 $6,418,208 Vehicle Loan Amount excluding Interest 209 $7,606.08 $1,627,701 Value of Credit Card Debt 249 $7,880.25 $1,686,374 Health Nonprescription Drugs 220 $376.30 $80,529 Prescription Drugs 224 $824.53 $176,450 Eyeglasses and Contact Lenses 254 $282.23 $60,397 Home Mortgage Payment and Basics (11) 308 $39,842.88 $8,526,376 Maintenance and Remodeling Services 311 $11,807.00 $2,526,699 Maintenance and Remodeling Materials (12) 243 $1,907.13 $408,126 Utilities, Fuel, and Public Services 232 $13,456.64 $2,879,722 Household Furnishings and Equipment Household Textiles (13) 249 $304.38 $65 138 Furniture 244 $2,012.14 $430,598 Rugs 307 $127.74 $27,336 Major Appliances (14) 252 $1,332.60 $285,177 Housewares (15) 258 $277.05 $59,289 Small Appliances 221 $160.25 $34,293 Luggage 253 $36.25 $7,757 Telephones and Accessories 247 $265.26 $56 765 Household Operations Child Care 276 $1,426.68 $305,309 Lawn and Garden (16) 292 $1,957.19 $418,838 Moving/Storage/Freight Express 232 $207.71 $44,451 Housekeeping Supplies (17) 244 $2,271.93 $486,192 Insurance Owners and Renters Insurance 254 $1,984.81 $424,749 Vehicle Insurance 219 $4,760.78 $1,018,806 Life/Other Insurance 289 $2,002.07 $428,443 Health Insurance 243 $12,017.31 $2,571,704 Personal Care Products (18) 246 $1,357.63 $290,533 School Books and Supplies (19) 236 $315.60 $67,539 Smoking Products 162 $703.13 $150,469 Transportation Payments on Vehicles excluding Leases 217 $6,565.20 $1,404,953 Gasoline and Motor Oil 215 $5,450.38 $1,166,382 Vehicle Maintenance and Repairs 229 $2,996.34 $641,217 Travel Airline Fares 287 $1,337.50 $286,224 Lodging on Trips 287 $2,071.98 $443,404 Auto/Truck Rental on Trips 269 $213.47 $45,683 Food and Drink on Trips 270 $1,507.81 $322,671 Note:Data The Spending Potential Index (SPI) is household -based, and represents the amount spent for a product or service relative to a national average of 100. Detail may not sum to totals due to rounding. This report is not a comprehensive list of all consumer spending variables therefore the variables in each section may not sum to totals. Source: Esri forecasts for 2023 and 2028; Consumer Spending data are derived from the 2019 and 2020 Consumer Expenditure Surveys, Bureau of Labor Statistics. September 07, 2023 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 5 minute radius Prepared by Esri La'1,',,'J`d ;, 42,44740 1 0,L� e: / 1 2 2/ 1 If (1) Apparel Products and Services includes shoe repair and other shoe services, apparel laundry and dry cleaning, alteration, repair and tailoring of apparel, clothing rental and storage, and watch and jewelry repair. (2) Membership Fees for Clubs includes membership fees for social, recreational, and health clubs. (3) Audio includes satellite radio service, radios, stereos, sound components, equipment and accessories, digital audio players, records, CDs, audio tapes, streaming/ downloaded audio, musical instruments and accessories, and rental and repair of musical instruments. (4) Toys and Games includes toys, games, arts and crafts, tricycles, playground equipment, arcade games, online entertainment and games, and stamp and coin collecting. (5) Recreational Vehicles & Fees includes docking and landing fees for boats and planes, payments on boats, trailers, campers and RVs, rental of boats, trailers, campers and RVs, and camp fees. (6) Sports/Recreation/Exercise Equipment includes exercise equipment and gear, game tables, bicycles, camping equipment, hunting and fishing equipment, winter sports equipment, water sports equipment, other sports equipment, and rental/repair of sports/recreation/exercise equipment. (7) Photo Equipment and Supplies includes film, film processing, photographic equipment, rental and repair of photo equipment, and photographer fees. (8) Reading includes digital book readers, books, magazine and newspaper subscriptions, and single copies of magazines and newspapers. (9) Catered Affairs includes expenses associated with live entertainment and rental of party supplies. (10) Snacks and Other Food at Home includes candy, chewing gum, sugar, artificial sweeteners, jam, jelly, preserves, margarine, fats and oils, salad dressing, nondairy cream and milk, peanut butter, frozen prepared food, potato chips and other snacks, nuts, salt, spices, seasonings, olives, pickles, relishes, sauces, gravy, other condiments, soup, prepared salad, prepared dessert, baby food, miscellaneous prepared food, and nonalcoholic beverages. (11) Mortgage Payment and Basics includes mortgage interest, mortgage principal, property taxes, homeowners insurance, and ground rent on owned dwellings. (12) Maintenance and Remodeling Materials includes supplies/tools/equipment for painting and wallpapering, plumbing supplies and equipment, electrical/heating/AC supplies, materials for roofing/gutters, materials for plaster/panel/siding, materials for patio/fence/brick work, landscaping materials, and insulation materials for owned homes. (13) Household Textiles includes bathroom linens, bedroom linens, kitchen linens, dining room linens, other linens, curtains, draperies, slipcovers and decorative pillows. (14) Major Appliances includes dishwashers, disposals, refrigerators, freezers, washers, dryers, stoves, ovens, microwaves, window air conditioners, electric floor cleaning equipment, sewing machines, and miscellaneous appliances. (15) Housewares includes flatware, dishes, cups glasses, serving pieces, nonelectric cookware, and tableware. (16) Lawn and Garden includes lawn and garden supplies, equipment and care service, indoor plants, fresh flowers, and repair/rental of lawn and garden equipment. (17) Housekeeping Supplies includes soaps and laundry detergents, cleaning products, toilet tissue, paper towels, napkins, paper/plastic/foil products, stationery, giftwrap supplies, postage, and delivery services. (18) Personal Care Products includes hair care products, nonelectric articles for hair, wigs, hairpieces, oral hygiene products, shaving needs, perfume, cosmetics, skincare, bath products, nail products, deodorant, feminine hygiene products, adult diapers, other miscellaneous care products and personal care appliances. (19) School Books and Supplies includes school books and supplies for college, elementary school, high school, vocational/technical school, preschool and other schools. Note:Data The Spending Potential Index (SPI) is household -based, and represents the amount spent for a product or service relative to a national average of 100. Detail may not sum to totals due to rounding. This report is not a comprehensive list of all consumer spending variables therefore the variables in each section may not sum to totals. Source: Esri forecasts for 2023 and 2028; Consumer Spending data are derived from the 2019 and 2020 Consumer Expenditure Surveys, Bureau of Labor Statistics. September 07, 2023 �r r„ P ri 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Prepared by Esri Walk time: 10 minute radius 1,,,, U d 42,44740 1 0,11 e : / 1 2 2 / 10 Top Tapestry Segments Percent Demographic Summary 2023 2028 Top Tier (1A) 91.2% Population 21178 2,151 Urban Chic (2A) 8.8% Households 818 810 0.0% Families 586 580 0.0% Median Age 51.6 51.7 0.0% Median Household Income $200,001 $200,001 Spending Potential Average Amount Index Spent Total Apparel and Services 260 $5,720.83 $4,679,638 Men's 257 $1,050.59 $859,379 Women's 260 $1,940.48 $1,587,314 Children's 233 $774.55 $633,578 Footwear 257 $1, 280.18 $1,047,186 Watches & Jewelry 327 $551.44 $451,075 Apparel Products and Services (1) 278 $123.60 $101,105 Computer Computers and Hardware for Home Use 261 $666.92 $545,537 Portable Memory 242 $11.11 $9,088 Computer Software 254 $36.71 $30,025 Computer Accessories 261 $65.36 $53,467 Entertainment & Recreation 265 $10,029.86 $8,204,424 Fees and Admissions 321 $2,282.16 $1,866,807 Membership Fees for Clubs (2) 321 $892.27 $729,876 Fees for Participant Sports, excl. Trips 310 $370.31 $302,915 Tickets to Theatre/Operas/Concerts 315 $172.10 $140,774 Tickets to Movies 254 $70.01 $57,268 Tickets to Parks or Museums 238 $66.23 $54,178 Admission to Sporting Events, excl. Trips 337 $196.73 $160,928 Fees for Recreational Lessons 353 $512.37 $419,117 Dating Services 200 $2.14 $1,750 TV/Video/Audio 239 $3,245.00 $2,654,407 Cable and Satellite Television Services 243 $2,094.25 $1,713,097 Televisions 233 $339.75 $277,916 Satellite Dishes 195 $3.33 $2,726 VCRs, Video Cameras, and DVD Players 234 $11.27 $9,217 Miscellaneous Video Equipment 257 $32.46 $26,554 Video Cassettes and DVDs 223 $14.57 $11,921 Video Game Hardware/Accessories 195 $78.57 $64,269 Video Game Software 192 $37.19 $30,419 Rental/Streaming/Downloaded Video 216 $266.96 $218,377 Installation of Televisions 315 $5.07 $4,146 Audio (3) 264 $356.37 $291,511 Rental and Repair of TV/Radio/Sound Equipment 187 $5.20 $4,254 Pets 258 $2,377.62 $1,944,891 Toys/Games/Crafts/Hobbies (4) 233 $368.96 $301,811 Recreational Vehicles and Fees (5) 320 $481.49 $393,858 Sports/Recreation/Exercise Equipment (6) 251 $706.04 $577,538 Photo Equipment and Supplies (7) 259 $120.97 $98,951 Reading (8) 285 $361.53 $295,729 Catered Affairs (9) 283 $86.10 $70,430 Food 253 $26,638.40 $21,790,215 Food at Home 252 $17,166.18 $14,041,939 Bakery and Cereal Products 255 $2,240.39 $1,832,635 Meats, Poultry, Fish, and Eggs 252 $3,703.11 $3,029,142 Dairy Products 256 $1,685.08 $1,378,392 Fruits and Vegetables 260 $3,483.27 $2,849,313 Snacks and Other Food at Home (10) 247 $6,054.35 $4,952,457 Food Away from Home 254 $9,472.22 $7,748,276 Alcoholic Beverages 291 $1,963.82 $1,606,407 Note:Data The Spending Potential Index (SPI) is household -based, and represents the amount spent for a product or service relative to a national average of 100. Detail may not sum to totals due to rounding. This report is not a comprehensive list of all consumer spending variables therefore the variables in each section may not sum to totals. Source: Esri forecasts for 2023 and 2028; Consumer Spending data are derived from the 2019 and 2020 Consumer Expenditure Surveys, Bureau of Labor Statistics. September 07, 2023 r„ P ri 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Prepared by Esri Walk time: 10 minute radius 1,,, U d 42,44740 1 0 , Lj., e : / 1 2 2 / 10 Spending Potential Average Amount Index Spent Total Financial Value of Stocks/Bonds/Mutual Funds 382 $150,326.52 $122,967,091 Value of Retirement Plans 350 $494,492.40 $404,494,785 Value of Other Financial Assets 365 $31,211.73 $25,531,198 Vehicle Loan Amount excluding Interest 217 $7,907.52 $6,468,355 Value of Credit Card Debt 259 $8,177.65 $6,689,315 Health Nonprescription Drugs 228 $389.72 $318,787 Prescription Drugs 231 $849.35 $694,767 Eyeglasses and Contact Lenses 262 $291.46 $238,414 Home Mortgage Payment and Basics (11) 317 $41,003.71 $33,541,033 Maintenance and Remodeling Services 320 $12,147.16 $9,936,378 Maintenance and Remodeling Materials (12) 250 $1,964.04 $1,606,582 Utilities, Fuel, and Public Services 240 $13,952.34 $11,413,018 Household Furnishings and Equipment Household Textiles (13) 259 $316.83 $259,168 Furniture 253 $2,089.16 $1,708,931 Rugs 316 $131.46 $107,534 Major Appliances (14) 261 $1,377.85 $1,127,078 Housewares (15) 268 $288.01 $235,591 Small Appliances 232 $168.67 $137,969 Luggage 264 $37.80 $30 923 Telephones and Accessories 257 $276.73 $226,365 Household Operations Child Care 287 $1,480.61 $1,211,143 Lawn and Garden (16) 300 $2,013.05 $1,646,678 Moving/Storage/Freight Express 244 $219.07 $179,198 Housekeeping Supplies (17) 252 $2,352.79 $1,924,586 Insurance Owners and Renters Insurance 261 $2,040.52 $1,669,146 Vehicle Insurance 228 $4,954.51 $4,052,790 Life/Other Insurance 296 $2,052.14 $1,678,649 Health Insurance 251 $12,424.00 $10,162,830 Personal Care Products (18) 256 $1,412.84 $1,155,702 School Books and Supplies (19) 245 $328.59 $268,788 Smoking Products 170 $736.13 $602,152 Transportation Payments on Vehicles excluding Leases 225 $6,803.61 $5,565,350 Gasoline and Motor Oil 224 $5,684.73 $4,650,112 Vehicle Maintenance and Repairs 238 $3,118.67 $2,551,075 Travel Airline Fares 299 $1,392.62 $1,139,167 Lodging on Trips 297 $2,140.75 $1,751,137 Auto/Truck Rental on Trips 279 $221.49 $181,177 Food and Drink on Trips 280 $1,564.72 $1,279,940 Note:Data The Spending Potential Index (SPI) is household -based, and represents the amount spent for a product or service relative to a national average of 100. Detail may not sum to totals due to rounding. This report is not a comprehensive list of all consumer spending variables therefore the variables in each section may not sum to totals. Source: Esri forecasts for 2023 and 2028; Consumer Spending data are derived from the 2019 and 2020 Consumer Expenditure Surveys, Bureau of Labor Statistics. September 07, 2023 lllllll/��W,� 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 10 minute radius Prepared by Esri La'1,',,'J`d ;, 42,44740 1 0,L� e: / 1 2 2/ 1 If (1) Apparel Products and Services includes shoe repair and other shoe services, apparel laundry and dry cleaning, alteration, repair and tailoring of apparel, clothing rental and storage, and watch and jewelry repair. (2) Membership Fees for Clubs includes membership fees for social, recreational, and health clubs. (3) Audio includes satellite radio service, radios, stereos, sound components, equipment and accessories, digital audio players, records, CDs, audio tapes, streaming/ downloaded audio, musical instruments and accessories, and rental and repair of musical instruments. (4) Toys and Games includes toys, games, arts and crafts, tricycles, playground equipment, arcade games, online entertainment and games, and stamp and coin collecting. (5) Recreational Vehicles & Fees includes docking and landing fees for boats and planes, payments on boats, trailers, campers and RVs, rental of boats, trailers, campers and RVs, and camp fees. (6) Sports/Recreation/Exercise Equipment includes exercise equipment and gear, game tables, bicycles, camping equipment, hunting and fishing equipment, winter sports equipment, water sports equipment, other sports equipment, and rental/repair of sports/recreation/exercise equipment. (7) Photo Equipment and Supplies includes film, film processing, photographic equipment, rental and repair of photo equipment, and photographer fees. (8) Reading includes digital book readers, books, magazine and newspaper subscriptions, and single copies of magazines and newspapers. (9) Catered Affairs includes expenses associated with live entertainment and rental of party supplies. (10) Snacks and Other Food at Home includes candy, chewing gum, sugar, artificial sweeteners, jam, jelly, preserves, margarine, fats and oils, salad dressing, nondairy cream and milk, peanut butter, frozen prepared food, potato chips and other snacks, nuts, salt, spices, seasonings, olives, pickles, relishes, sauces, gravy, other condiments, soup, prepared salad, prepared dessert, baby food, miscellaneous prepared food, and nonalcoholic beverages. (11) Mortgage Payment and Basics includes mortgage interest, mortgage principal, property taxes, homeowners insurance, and ground rent on owned dwellings. (12) Maintenance and Remodeling Materials includes supplies/tools/equipment for painting and wallpapering, plumbing supplies and equipment, electrical/heating/AC supplies, materials for roofing/gutters, materials for plaster/panel/siding, materials for patio/fence/brick work, landscaping materials, and insulation materials for owned homes. (13) Household Textiles includes bathroom linens, bedroom linens, kitchen linens, dining room linens, other linens, curtains, draperies, slipcovers and decorative pillows. (14) Major Appliances includes dishwashers, disposals, refrigerators, freezers, washers, dryers, stoves, ovens, microwaves, window air conditioners, electric floor cleaning equipment, sewing machines, and miscellaneous appliances. (15) Housewares includes flatware, dishes, cups glasses, serving pieces, nonelectric cookware, and tableware. (16) Lawn and Garden includes lawn and garden supplies, equipment and care service, indoor plants, fresh flowers, and repair/rental of lawn and garden equipment. (17) Housekeeping Supplies includes soaps and laundry detergents, cleaning products, toilet tissue, paper towels, napkins, paper/plastic/foil products, stationery, giftwrap supplies, postage, and delivery services. (18) Personal Care Products includes hair care products, nonelectric articles for hair, wigs, hairpieces, oral hygiene products, shaving needs, perfume, cosmetics, skincare, bath products, nail products, deodorant, feminine hygiene products, adult diapers, other miscellaneous care products and personal care appliances. (19) School Books and Supplies includes school books and supplies for college, elementary school, high school, vocational/technical school, preschool and other schools. Note:Data The Spending Potential Index (SPI) is household -based, and represents the amount spent for a product or service relative to a national average of 100. Detail may not sum to totals due to rounding. This report is not a comprehensive list of all consumer spending variables therefore the variables in each section may not sum to totals. Source: Esri forecasts for 2023 and 2028; Consumer Spending data are derived from the 2019 and 2020 Consumer Expenditure Surveys, Bureau of Labor Statistics. September 07, 2023 �r r„ P ri 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Prepared by Esri Walk time: 15 minute radius o.... 11dJdU de42 44740 1 0,11 e : / 1 2 2 / 10 Top Tapestry Segments Percent Demographic Summary 2023 2028 Top Tier (1A) 91.1% Population 31758 3,711 Urban Chic (2A) 8.9% Households 11378 1,364 0.0% Families 998 988 0.0% Median Age 51.6 51.7 0.0% Median Household Income $200,001 $200,001 Spending Potential Average Amount Index Spent Total Apparel and Services 258 $5,678.61 $7,825,121 Men's 255 $1,042.87 $1,437,078 Women's 258 $1,926.22 $2,654,338 Children's 232 $768.82 $1,059,431 Footwear 255 $1,270.71 $1,751,044 Watches & Jewelry 324 $547.29 $754,171 Apparel Products and Services (1) 276 $122.69 $169,060 Computer Computers and Hardware for Home Use 259 $662.07 $912,339 Portable Memory 240 $11.03 $15,198 Computer Software 252 $36.44 $50,219 Computer Accessories 259 $64.89 $89,413 Entertainment & Recreation 263 $9,955.84 $13,719,150 Fees and Admissions 318 $2,265.12 $3,121,341 Membership Fees for Clubs (2) 319 $885.58 $1,220,323 Fees for Participant Sports, excl. Trips 307 $367.56 $506,496 Tickets to Theatre/Operas/Concerts 313 $170.81 $235,374 Tickets to Movies 252 $69.50 $95,777 Tickets to Parks or Museums 236 $65.75 $90,600 Admission to Sporting Events, excl. Trips 334 $195.23 $269,026 Fees for Recreational Lessons 351 $508.58 $700,818 Dating Services 198 $2.12 $2,927 TV/Video/Audio 238 $3,221.13 $4,438,720 Cable and Satellite Television Services 241 $2,078.74 $2,864,503 Televisions 231 $337.28 $464,767 Satellite Dishes 194 $3.31 $4,559 VCRs, Video Cameras, and DVD Players 232 $11.19 $15,417 Miscellaneous Video Equipment 255 $32.23 $44,408 Video Cassettes and DVDs 222 $14.47 $19,939 Video Game Hardware/Accessories 194 $78.00 $107,487 Video Game Software 191 $36.92 $50,882 Rental/Streaming/Downloaded Video 215 $265.04 $365,231 Installation of Televisions 312 $5.03 $6,933 Audio (3) 262 $353.76 $487,481 Rental and Repair of TV/Radio/Sound Equipment 186 $5.16 $7,115 Pets 256 $2,360.14 $3,252,278 Toys/Games/Crafts/Hobbies (4) 231 $366.26 $504,711 Recreational Vehicles and Fees (5) 318 $477.85 $658,473 Sports/Recreation/Exercise Equipment (6) 250 $700.89 $965,828 Photo Equipment and Supplies (7) 257 $120.08 $165,477 Reading (8) 283 $358.88 $494,530 Catered Affairs (9) 281 $85.48 $117,792 Food 251 $26,442.76 $36,438,118 Food at Home 251 $17,040.01 $23,481,131 Bakery and Cereal Products 253 $2,223.86 $3,064,475 Meats, Poultry, Fish, and Eggs 250 $3,675.87 $5,065,352 Dairy Products 254 $1,672.70 $2,304,974 Fruits and Vegetables 258 $3,457.70 $4,764,713 Snacks and Other Food at Home (10) 245 $6,009.88 $8,281,617 Food Away from Home 253 $9,402.75 $12,956,987 Alcoholic Beverages 289 $1,949.36 $2,686,214 Note:Data The Spending Potential Index (SPI) is household -based, and represents the amount spent for a product or service relative to a national average of 100. Detail may not sum to totals due to rounding. This report is not a comprehensive list of all consumer spending variables therefore the variables in each section may not sum to totals. Source: Esri forecasts for 2023 and 2028; Consumer Spending data are derived from the 2019 and 2020 Consumer Expenditure Surveys, Bureau of Labor Statistics. September 07, 2023 i 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 15 minute radius Prepared by Esri La'1,',,'J`d ;, 42,44740 1 0,L� e: / 1 2 2/ 1 If Spending Potential Average Amount Index Spent Total Financial Value of Stocks/Bonds/Mutual Funds 379 $149,198.47 $205,595,485 Value of Retirement Plans 347 $490f757.00 $6761263,145 Value of Other Financial Assets 362 $30 f982.94 $42,694,485 Vehicle Loan Amount excluding Interest 216 $7,849.45 $10,816,539 Value of Credit Card Debt 257 $8,117.38 $11,185,746 Health Nonprescription Drugs 227 $386.83 $533,054 Prescription Drugs 229 $843.00 $11161,655 Eyeglasses and Contact Lenses 260 $289.29 $398,644 Home Mortgage Payment and Basics (11) 315 $40f696.72 $561080,084 Maintenance and Remodeling Services 317 $12,056.16 $16,6131395 Maintenance and Remodeling Materials (12) 248 $1,949.35 $2,686,206 Utilities, Fuel, and Public Services 239 $13,849.35 $19,084,400 Household Furnishings and Equipment Household Textiles (13) 257 $314.51 $433,395 Furniture 251 $2,073.78 $21857,662 Rugs 313 $130.48 $179,795 Major Appliances (14) 259 $1,367.62 $1,884,582 Housewares (15) 266 $285.89 $393,961 Small Appliances 230 $167.46 $230,755 Luggage 262 $37.53 $51,712 Telephones and Accessories 255 $274.71 $378 551 Household Operations Child Care 284 $1,469.70 $2,025,253 Lawn and Garden (16) 298 $1,997.97 $21753,197 Moving/Storage/Freight Express 243 $217.50 $299,719 Housekeeping Supplies (17) 250 $2,335.39 $3,2181163 Insurance Owners and Renters Insurance 260 $2,025.21 $21790,746 Vehicle Insurance 227 $4,918.19 $61777,270 Life/Other Insurance 294 $2,036.66 $21806,515 Health Insurance 249 $12,331.78 $161993,190 Personal Care Products (18) 254 $1,402.48 $1,932,620 School Books and Supplies (19) 243 $326.18 $449,480 Smoking Products 169 $730.79 $1,007,031 Transportation Payments on Vehicles excluding Leases 224 $6,753.33 $91306,093 Gasoline and Motor Oil 223 $5,643.24 $71776,382 Vehicle Maintenance and Repairs 236 $3,095.82 $41266,038 Travel Airline Fares 296 $1,382.43 $1,9041983 Lodging on Trips 295 $2,124.84 $2,928,036 Auto/Truck Rental on Trips 277 $219.86 $302,961 Food and Drink on Trips 278 $1,553.19 $21140,292 Note:Data The Spending Potential Index (SPI) is household -based, and represents the amount spent for a product or service relative to a national average of 100. Detail may not sum to totals due to rounding. This report is not a comprehensive list of all consumer spending variables therefore the variables in each section may not sum to totals. Source: Esri forecasts for 2023 and 2028; Consumer Spending data are derived from the 2019 and 2020 Consumer Expenditure Surveys, Bureau of Labor Statistics. September 07, 2023 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 15 minute radius Prepared by Esri La'1,',,'J`d ;, 42,44740 1 0,L� e: / 1 2 2/ 1 If (1) Apparel Products and Services includes shoe repair and other shoe services, apparel laundry and dry cleaning, alteration, repair and tailoring of apparel, clothing rental and storage, and watch and jewelry repair. (2) Membership Fees for Clubs includes membership fees for social, recreational, and health clubs. (3) Audio includes satellite radio service, radios, stereos, sound components, equipment and accessories, digital audio players, records, CDs, audio tapes, streaming/ downloaded audio, musical instruments and accessories, and rental and repair of musical instruments. (4) Toys and Games includes toys, games, arts and crafts, tricycles, playground equipment, arcade games, online entertainment and games, and stamp and coin collecting. (5) Recreational Vehicles & Fees includes docking and landing fees for boats and planes, payments on boats, trailers, campers and RVs, rental of boats, trailers, campers and RVs, and camp fees. (6) Sports/Recreation/Exercise Equipment includes exercise equipment and gear, game tables, bicycles, camping equipment, hunting and fishing equipment, winter sports equipment, water sports equipment, other sports equipment, and rental/repair of sports/recreation/exercise equipment. (7) Photo Equipment and Supplies includes film, film processing, photographic equipment, rental and repair of photo equipment, and photographer fees. (8) Reading includes digital book readers, books, magazine and newspaper subscriptions, and single copies of magazines and newspapers. (9) Catered Affairs includes expenses associated with live entertainment and rental of party supplies. (10) Snacks and Other Food at Home includes candy, chewing gum, sugar, artificial sweeteners, jam, jelly, preserves, margarine, fats and oils, salad dressing, nondairy cream and milk, peanut butter, frozen prepared food, potato chips and other snacks, nuts, salt, spices, seasonings, olives, pickles, relishes, sauces, gravy, other condiments, soup, prepared salad, prepared dessert, baby food, miscellaneous prepared food, and nonalcoholic beverages. (11) Mortgage Payment and Basics includes mortgage interest, mortgage principal, property taxes, homeowners insurance, and ground rent on owned dwellings. (12) Maintenance and Remodeling Materials includes supplies/tools/equipment for painting and wallpapering, plumbing supplies and equipment, electrical/heating/AC supplies, materials for roofing/gutters, materials for plaster/panel/siding, materials for patio/fence/brick work, landscaping materials, and insulation materials for owned homes. (13) Household Textiles includes bathroom linens, bedroom linens, kitchen linens, dining room linens, other linens, curtains, draperies, slipcovers and decorative pillows. (14) Major Appliances includes dishwashers, disposals, refrigerators, freezers, washers, dryers, stoves, ovens, microwaves, window air conditioners, electric floor cleaning equipment, sewing machines, and miscellaneous appliances. (15) Housewares includes flatware, dishes, cups glasses, serving pieces, nonelectric cookware, and tableware. (16) Lawn and Garden includes lawn and garden supplies, equipment and care service, indoor plants, fresh flowers, and repair/rental of lawn and garden equipment. (17) Housekeeping Supplies includes soaps and laundry detergents, cleaning products, toilet tissue, paper towels, napkins, paper/plastic/foil products, stationery, giftwrap supplies, postage, and delivery services. (18) Personal Care Products includes hair care products, nonelectric articles for hair, wigs, hairpieces, oral hygiene products, shaving needs, perfume, cosmetics, skincare, bath products, nail products, deodorant, feminine hygiene products, adult diapers, other miscellaneous care products and personal care appliances. (19) School Books and Supplies includes school books and supplies for college, elementary school, high school, vocational/technical school, preschool and other schools. Note:Data The Spending Potential Index (SPI) is household -based, and represents the amount spent for a product or service relative to a national average of 100. Detail may not sum to totals due to rounding. This report is not a comprehensive list of all consumer spending variables therefore the variables in each section may not sum to totals. Source: Esri forecasts for 2023 and 2028; Consumer Spending data are derived from the 2019 and 2020 Consumer Expenditure Surveys, Bureau of Labor Statistics. September 07, 2023 �r r. P ri 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 5 minute radius Demographic Summary Population Population 18+ Households Median Household Income Product/Consumer Behavior Apparel (Adults) Bought Men ' s Clothing/12 Mo Bought Women ' s Clothing/12 Mo Bought Shoes/12 Mo Bought Fine Jewelry/12 Mo Bought Watch/12 Mo Automobiles (Households) HH Owns or Leases Any Vehicle HH Bought or Leased New Vehicle/12 Mo Automotive Aftermarket (Adults) Bought Gasoline/6 Mo Bought or Changed Motor Oil/12 Mo Had Vehicle Tune-Up/12 Mo Beverages (Adults) Drank Non -Diet (Regular) Cola/6 Mo Drank Beer or Ale/6 Mo Cameras (Adults) Own Digital Point and Shoot Camera/Camcorder Own Digital SLR Camera or Camcorder Printed Digital Photos/12 Mo Cell Phones (Adults/Households) Bought Cell Phone/12 Mo Have a Smartphone Have Android Phone (Any Brand) Smartphone Have Apple iPhone Smartphone HH Owns 1 Cell Phone HH Owns 2 Cell Phones HH Owns 3+ Cell Phones HH Has Cell Phone Only (No Landline Telephone) Computers (Households) HH Owns Computer HH Owns Desktop Computer HH Owns Laptop or Notebook HH Owns Apple/Mac Brand Computer HH Owns PC/Non-Apple Brand Computer HH Purchased Most Recent Home Computer at Store HH Purchased Most Recent Home Computer Online HH Spent $1-499 on Most Recent Home Computer HH Spent $500-999 on Most Recent Home Computer HH Spent $1K-1499 on Most Recent Home Computer HH Spent $1500-1999 on Most Recent Home Computer HH Spent $2K+ on Most Recent Home Computer Expected Number of Adults or HHs 230 181 279 69 43 Prepared by Esri 2023 2028 475 469 369 371 214 212 $200,001 $200,001 Percent of Adults/HHs MPI 62.3% 102 49.1% 95 75.6% 102 18.7% 91 11.7% 84 207 96.7% 106 37 17.3% 171 343 93.0% 103 152 41.2% 80 106 28.7% 116 89 24.1% 65 163 44.2% 111 62 16.8% 153 64 17.3% 160 122 33.1% 122 120 32.5% 93 353 95.7% 102 87 23.6% 61 272 73.7% 131 39 18.2% 60 91 42.5% 109 81 37.9% 132 104 48.6% 71 203 94.9% 111 105 49.1% 123 166 77.6% 110 81 37.9% 156 154 72.0% 101 93 43.5% 111 68 31.8% 116 24 11.2% 71 48 22.4% 110 34 15.9% 131 20 9.3% 203 19 8.9% 164 Note:Data An MPI (Market Potential Index) measures the relative likelihood of the adults or households in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average. ours : These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 0 r1 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Prepared by Esri Walk time: 5 minute radius La,'i'lU �de: 42,44740 Longi`,',::'ude: -71,22710 Expected Number of Percent of Product/ Consumer Behavior Adults or HHs Adults/HHs MPI Convenience Stores (Adults) Shopped at C-Store/6 Mo 193 52.3% 82 Bought Brewed Coffee at C-Store/30 Days 37 10.0% 83 Bought Cigarettes at C-Store/30 Days 10 2.7% 44 Bought Gas at C-Store/30 Days 97 26.3% 67 Spent $1-19 at C-Store/30 Days 27 7.3% 99 Spent $20-39 at C-Store/30 Days 35 9.5% 96 Spent $40-50 at C-Store/30 Days 26 7.0% 91 Spent $51-99 at C-Store/30 Days 13 3.5% 58 Spent $100+ at C-Store/30 Days 38 10.3% 49 Entertainment (Adults) Attended Movie/6 Mo 159 43.1% 117 Went to Live Theater/12 Mo 42 11.4% 167 Went to Bar or Night Club/12 Mo 61 16.5% 102 Dined Out/12 Mo 216 58.5% 112 Gambled at Casino/12 Mo 32 8.7% 81 Visited Theme Park/12 Mo 39 10.6% 91 Viewed Movie (Video-on-Demand)/30 Days 75 20.3% 183 Viewed TV Show (Video-on-Demand)/30 Days 52 14.1% 186 Used Internet to Download Movie/30 Days 30 8.1% 135 Downloaded Individual Song/6 Mo 76 20.6% 102 Used Internet to Watch Movie/30 Days 143 38.8% 113 Used Internet to Watch TV Program/30 Days 97 26.3% 119 Played (Console) Video or Electronic Game/12 Mo 36 9.8% 76 Played (Portable) Video or Electronic Game/12 Mo 20 5.4% 82 Financial (Adults) Have 1st Home Mortgage 170 46.1% 121 Used ATM or Cash Machine/12 Mo 252 68.3% 108 Own Any Stock 102 27.6% 185 Own U.S. Savings Bonds 39 10.6% 149 Own Shares in Mutual Fund (Stocks) 93 25.2% 184 Own Shares in Mutual Fund (Bonds) 59 16.0% 187 Have Interest Checking Account 191 51.8% 132 Have Non -Interest Checking Account 136 36.9% 97 Have Savings Account 300 81.3% 110 Have 401(k) Retirement Savings Plan ill 30.1% 123 Own or Used Any Credit/Debit Card/12 Mo 352 95.4% 103 Avg $1-110 Monthly Credit Card Expenditures 24 6.5% 57 Avg $111-225 Monthly Credit Card Expenditures 19 5.1% 67 Avg $226-450 Monthly Credit Card Expenditures 33 8.9% 97 Avg $451-700 Monthly Credit Card Expenditures 30 8.1% 88 Avg $701-1000 Monthly Credit Card Expenditures 34 9.2% 113 Avg $1001-2000 Monthly Credit Card Expenditures 67 18.2% 155 Avg $2001+ Monthly Credit Card Expenditures 95 25.7% 233 Did Banking Online/12 Mo 244 66.1% 113 Did Banking by Mobile Device/12 Mo 188 50.9% 106 Data Note: An MPI (Market Potential Index) measures the relative likelihood of the adults or households in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average.Source: These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 Page 2 of 12 �r r. P ri 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 5 minute radius Product/Consumer Behavior Grocery (Adults) HH Used Bread/6 Mo HH Used Chicken (Fresh or Frozen)/6 Mo HH Used Turkey (Fresh or Frozen)/6 Mo HH Used Fish or Seafood (Fresh or Frozen)/6 Mo HH Used Fresh Fruit or Vegetables/6 Mo HH Used Fresh Milk/6 Mo HH Used Fish or Seafood (Fresh or Frozen)/6 Mo Health (Adults) Exercise at Home 2+ Times/Wk Exercise at Club 2+ Times/Wk Visited Doctor/12 Mo Used Vitamins or Dietary Supplements/6 Mo Home (Households) HH Did Home Improvement/12 Mo HH Used Maid/Prof Cln Svc (+ Furn/Carpet)/12 Mo HH Purchased Low Ticket HH Furnishing/12 Mo HH Purchased Big Ticket HH Furnishing/12 Mo HH Bought Small Kitchen Appliance/12 Mo HH Bought Large Kitchen Appliance/12 Mo Insurance (Adults/Households) Currently Carry Life Insurance Personally Carry Any Med/Hosp/Accident Insur Homeowner Carries Home/Personal Property Insurance Renter Carries Home/Pers Property Insurance HH Has 1 Vehicle Covered w/Auto Insurance HH Has 2 Vehicles Covered w/Auto Insurance HH Has 3+ Vehicles Covered w/Auto Insurance Pets (Households) HH Owns Cat HH Owns Dog Prepared by Esri Long �, ur e: /1i 7 e Expected Number of Percent of Adults/HHs Adults/HHs MPI 203 94.9% 100 149 69.6% 100 34 15.9% 107 134 62.6% 104 196 91.6% 104 177 82.7% 100 134 62.6% 126 213 57.7% 117 59 16.0% 136 318 86.2% 108 259 70.2% 106 99 46.3% 117 106 49.5% 163 54 25.2% 103 61 28.5% 100 53 24.8% 95 37 17.3% 106 204 55.3% 108 338 91.6% 107 273 74.0% 120 33 8.9% 75 48 22.4% 73 85 39.7% 121 63 29.4% 111 34 15.9% 69 83 38.8% 98 Psychographics (Adults) Represents adults who "completely agree" with the statement: Am Interested in How to Help Env: 4-Agr Cmpl 72 19.5% 105 Buying American Is Important: 4-Agr Cmpl 100 27.1% 84 Buy Based on Quality Not Price: 4-Agr Cmpl 61 16.5% 110 Buy on Credit Rather Than Wait: 4-Agr Cmpl 46 12.5% 98 Only Use Coupons Brands Usually Buy: 4-Agr Cmpl 39 10.6% 96 Will Pay More for Env Safe Prods: 4-Agr Cmpl 55 14.9% 122 Buy Based on Price Not Brands: 4-Agr Cmpl 86 23.3% 86 Am Interested in How to Help Env: 4-Agr Cmpl 72 19.5% 105 Reading (Adults) Bought Digital Book/12 Mo 99 26.8% 142 Bought Hardcover Book/12 Mo 124 33.6% 124 Bought Paperback Book/12 Mo 142 38.5% 113 Read Daily Newspaper (Paper Version) 88 23.8% 155 Read Digital Newspaper/30 Days 254 68.8% 136 Read Magazine (Paper/Electronic Vers)/6 Mo 344 93.2% 107 Note:Data An MPI (Market Potential Index) measures the relative likelihood of the adults or households in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average.Source: These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 P r , ro 2 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Prepared by Esri Walk time: 5 minute radius La,'i'lU �de: 42,44740 Longi`,',::'ude: -71,22710 Expected Number of Percent of Product/ Consumer Behavior Adults or HHs Adults/HHs MPI Restaurants (Adults) Went to Family Restrnt/SteakHse/6 Mo 219 59.3% 90 Went to Family Restrnt/SteakHse 4+ Times/30 Days 73 19.8% 96 Spent $101-200 at Family Restrnt/SteakHse/30 Days 36 87.0% 96 Went to Fast Food/Drive-In Rest 9+ Times/30 Days 114 30.9% 79 Ordered Eat -In Fast Food/6 Mo 61 16.5% 81 Ordered Home Delivery Fast Food/6 Mo 51 13.8% 103 Take-Out/Drive-Thru/Curbside Fast Food/6 Mo 187 50.7% 87 Ordered Take-Out/Walk-In Fast Food/6 Mo 103 27.9% 125 Television & Electronics (Adults/ Households) Own Tablet 249 67.5% 115 Own E-Reader 82 22.2% 155 Own E-Reader/Tablet: Apple iPad 203 55.0% 148 HH Owns Internet Connectable TV 99 46.3% 107 Own Portable MP3 Player 46 12.5% ill HH Owns 1 TV 35 16.4% 90 HH Owns 2 TVs 59 27.6% 97 HH Owns 3 TVs 51 23.8% 104 HH Owns 4+ TVs 56 26.2% 116 HH Subscribes to Cable TV 102 47.7% 140 HH Subscribes to Fiber Optic TV 33 15.4% 293 HH Owns Portable GPS Device 50 23.4% 112 HH Purchased Video Game System/12 Mo 18 8.4% 105 HH Owns Internet Video Device for TV 123 57.5% 109 Travel (Adults) Took Domestic Trip in Continental U.S./12 Mo 240 65.0% 121 Took 3+ Domestic Non -Business Trips/12 Mo 75 20.3% 146 Spent $1-999 on Domestic Vacations/12 Mo 49 13.3% 97 Spent $11K-1499 on Domestic Vacations/12 Mo 26 7.0% ill Spent $1500-1999 on Domestic Vacations/12 Mo 15 4.1% 106 Spent $2K-2999 on Domestic Vacations/12 Mo 20 5.4% 136 Spent $3K+ on Domestic Vacations/12 Mo 43 11.7% 176 Used Intrnt Travel Site for Domestic Trip/12 Mo 26 7.0% 127 Took Foreign Trip (Incl Alaska & Hawaii)/3 Yrs 181 49.1% 148 Took 3+ Foreign Trips by Plane/3 Yrs 49 13.3% 182 Spent $1-999 on Foreign Vacations/12 Mo 51 13.8% 178 Index: Spent $1K-2999 on Foreign Vacations/12 Mo 13 3.5% 115 Spent $3K+ on Foreign Vacations/12 Mo 28 7.6% 179 Used General Travel Site: Foreign Trip/3 Yrs 38 10.3% 162 Spent Night at Hotel or Motel/12 Mo 191 51.8% 114 Took Cruise of More Than One Day/3 Yrs 57 15.4% 153 Member of Frequent Flyer Program 187 50.7% 184 Member of Hotel Rewards Program 156 42.3% 147 Data Note: An MPI (Market Potential Index) measures the relative likelihood of the adults or households in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average.Source: These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 Page 4 of 12 r. P ri 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 10 minute radius Demographic Summary Population Population 18+ Households Median Household Income Product/Consumer Behavior Apparel (Adults) Bought Men ' s Clothing/12 Mo Bought Women ' s Clothing/12 Mo Bought Shoes/12 Mo Bought Fine Jewelry/12 Mo Bought Watch/12 Mo Automobiles (Households) HH Owns or Leases Any Vehicle HH Bought or Leased New Vehicle/12 Mo Automotive Aftermarket (Adults) Bought Gasoline/6 Mo Bought or Changed Motor Oil/12 Mo Had Vehicle Tune-Up/12 Mo Beverages (Adults) Drank Non -Diet (Regular) Cola/6 Mo Drank Beer or Ale/6 Mo Cameras (Adults) Own Digital Point and Shoot Camera/Camcorder Own Digital SLR Camera or Camcorder Printed Digital Photos/12 Mo Cell Phones (Adults/Households) Bought Cell Phone/12 Mo Have a Smartphone Have Android Phone (Any Brand) Smartphone Have Apple iPhone Smartphone HH Owns 1 Cell Phone HH Owns 2 Cell Phones HH Owns 3+ Cell Phones HH Has Cell Phone Only (No Landline Telephone) Computers (Households) HH Owns Computer HH Owns Desktop Computer HH Owns Laptop or Notebook HH Owns Apple/Mac Brand Computer HH Owns PC/Non-Apple Brand Computer HH Purchased Most Recent Home Computer at Store HH Purchased Most Recent Home Computer Online HH Spent $1-499 on Most Recent Home Computer HH Spent $500-999 on Most Recent Home Computer HH Spent $1K-1499 on Most Recent Home Computer HH Spent $1500-1999 on Most Recent Home Computer HH Spent $2K+ on Most Recent Home Computer Expected Number of Adults or HHs 11056 838 11290 318 197 Prepared by Esri 2023 2028 2,178 2,151 1,702 1,704 818 810 $200,001 $200,001 Percent of Adults/HHs MPI 62.0% 101 49.2% 95 75.8% 102 18.7% 91 11.6% 84 790 96.6% 106 135 16.5% 163 11581 92.9% 103 703 41.3% 80 492 28.9% 117 410 24.1% 65 752 44.2% 111 285 16.7% 152 295 17.3% 160 560 32.9% 122 553 32.5% 93 11627 95.6% 102 403 23.7% 61 11254 73.7% 130 155 18.9% 62 348 42.5% 109 305 37.3% 130 407 49.8% 73 775 94.7% 111 400 48.9% 122 637 77.9% 111 313 38.3% 158 587 71.8% 101 355 43.4% 111 261 31.9% 116 92 11.2% 71 183 22.4% 110 134 16.4% 135 73 8.9% 194 73 8.9% 165 Note:Data An MPI (Market Potential Index) measures the relative likelihood of the adults or households in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average. ours : These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 0 r1 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Prepared by Esri Walk time: 10 minute radius La`[,�,�J'1_U �de: 42,44740 Longi`,',::'ude: -71,22710 Expected Number of Percent of Product/ Consumer Behavior Adults or HHs Adults/HHs MPI Convenience Stores (Adults) Shopped at C-Store/6 Mo 891 52.4% 82 Bought Brewed Coffee at C-Store/30 Days 172 10.1% 84 Bought Cigarettes at C-Store/30 Days 46 2.7% 44 Bought Gas at C-Store/30 Days 449 26.4% 67 Spent $1-19 at C-Store/30 Days 128 7.5% 102 Spent $20-39 at C-Store/30 Days 161 9.5% 96 Spent $40-50 at C-Store/30 Days 120 7.1% 91 Spent $51-99 at C-Store/30 Days 60 3.5% 58 Spent $100+ at C-Store/30 Days 178 10.5% 50 Entertainment (Adults) Attended Movie/6 Mo 728 42.8% 116 Went to Live Theater/12 Mo 192 11.3% 165 Went to Bar or Night Club/12 Mo 282 16.6% 102 Dined Out/12 Mo 992 58.3% 112 Gambled at Casino/12 Mo 152 8.9% 83 Visited Theme Park/12 Mo 181 10.6% 91 Viewed Movie (Video-on-Demand)/30 Days 344 20.2% 182 Viewed TV Show (Video-on-Demand)/30 Days 237 13.9% 184 Used Internet to Download Movie/30 Days 139 8.2% 136 Downloaded Individual Song/6 Mo 352 20.7% 103 Used Internet to Watch Movie/30 Days 664 39.0% 114 Used Internet to Watch TV Program/30 Days 451 26.5% 120 Played (Console) Video or Electronic Game/12 Mo 166 9.8% 76 Played (Portable) Video or Electronic Game/12 Mo 93 5.5% 82 Financial (Adults) Have 1st Home Mortgage 778 45.7% 120 Used ATM or Cash Machine/12 Mo 11160 68.2% 108 Own Any Stock 463 27.2% 182 Own U.S. Savings Bonds 177 10.4% 146 Own Shares in Mutual Fund (Stocks) 425 25.0% 182 Own Shares in Mutual Fund (Bonds) 271 15.9% 186 Have Interest Checking Account 881 51.8% 132 Have Non -Interest Checking Account 624 36.7% 97 Have Savings Account 11385 81.4% 110 Have 401(k) Retirement Savings Plan 512 30.1% 123 Own or Used Any Credit/Debit Card/12 Mo 11623 95.4% 103 Avg $1-110 Monthly Credit Card Expenditures 113 6.6% 58 Avg $111-225 Monthly Credit Card Expenditures 85 5.0% 65 Avg $226-450 Monthly Credit Card Expenditures 155 9.1% 99 Avg $451-700 Monthly Credit Card Expenditures 142 8.3% 91 Avg $701-1000 Monthly Credit Card Expenditures 162 9.5% 116 Avg $1001-2000 Monthly Credit Card Expenditures 306 18.0% 153 Avg $2001+ Monthly Credit Card Expenditures 428 25.1% 228 Did Banking Online/12 Mo 11126 66.2% 113 Did Banking by Mobile Device/12 Mo 866 50.9% 106 Data Note: An MPI (Market Potential Index) measures the relative likelihood of the adults or households in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average.Source: These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 Page 6 of 12 �r r. P ri 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 10 minute radius Product/Consumer Behavior Grocery (Adults) HH Used Bread/6 Mo HH Used Chicken (Fresh or Frozen)/6 Mo HH Used Turkey (Fresh or Frozen)/6 Mo HH Used Fish or Seafood (Fresh or Frozen)/6 Mo HH Used Fresh Fruit or Vegetables/6 Mo HH Used Fresh Milk/6 Mo HH Used Fish or Seafood (Fresh or Frozen)/6 Mo Health (Adults) Exercise at Home 2+ Times/Wk Exercise at Club 2+ Times/Wk Visited Doctor/12 Mo Used Vitamins or Dietary Supplements/6 Mo Home (Households) HH Did Home Improvement/12 Mo HH Used Maid/Prof Cln Svc (+ Furn/Carpet)/12 Mo HH Purchased Low Ticket HH Furnishing/12 Mo HH Purchased Big Ticket HH Furnishing/12 Mo HH Bought Small Kitchen Appliance/12 Mo HH Bought Large Kitchen Appliance/12 Mo Insurance (Adults/Households) Currently Carry Life Insurance Personally Carry Any Med/Hosp/Accident Insur Homeowner Carries Home/Personal Property Insurance Renter Carries Home/Pers Property Insurance HH Has 1 Vehicle Covered w/Auto Insurance HH Has 2 Vehicles Covered w/Auto Insurance HH Has 3+ Vehicles Covered w/Auto Insurance Pets (Households) HH Owns Cat HH Owns Dog Prepared by Esri Long �, ur e: /1i 7 e Expected Number of Percent of Adults/HHs Adults/HHs MPI 775 94.7% 100 571 69.8% 100 132 16.1% 109 511 62.5% 104 748 91.4% 103 675 82.5% 100 511 62.5% 129 992 58.3% 118 270 15.9% 135 11463 86.0% 108 11196 70.3% 106 377 46.1% 117 401 49.0% 161 208 25.4% 104 235 28.7% 101 201 24.6% 94 142 17.4% 107 934 54.9% 107 11558 91.5% 107 11248 73.3% 119 158 9.3% 78 189 23.1% 75 319 39.0% 119 238 29.1% 110 134 16.4% 71 313 38.3% 97 Psychographics (Adults) Represents adults who "completely agree" with the statement: Am Interested in How to Help Env: 4-Agr Cmpl 341 20.0% 108 Buying American Is Important: 4-Agr Cmpl 461 27.1% 84 Buy Based on Quality Not Price: 4-Agr Cmpl 281 16.5% 110 Buy on Credit Rather Than Wait: 4-Agr Cmpl 213 12.5% 98 Only Use Coupons Brands Usually Buy: 4-Agr Cmpl 181 10.6% 96 Will Pay More for Env Safe Prods: 4-Agr Cmpl 254 14.9% 122 Buy Based on Price Not Brands: 4-Agr Cmpl 393 23.1% 85 Am Interested in How to Help Env: 4-Agr Cmpl 341 20.0% 108 Reading (Adults) Bought Digital Book/12 Mo 453 26.6% 141 Bought Hardcover Book/12 Mo 574 33.7% 125 Bought Paperback Book/12 Mo 658 38.7% 114 Read Daily Newspaper (Paper Version) 403 23.7% 154 Read Digital Newspaper/30 Days 11177 69.2% 137 Read Magazine (Paper/Electronic Vers)/6 Mo 11589 93.4% 107 Note:Data An MPI (Market Potential Index) measures the relative likelihood of the adults or households in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average.Source: These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 Page 7 J 2, 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Prepared by Esri Walk time: 10 minute radius La`[,�,�J'1_U �de: 42,44740 Longi`,',::'ude: -71,22710 Expected Number of Percent of Product/ Consumer Behavior Adults or HHs Adults/HHs MPI Restaurants (Adults) Went to Family Restrnt/SteakHse/6 Mo 11007 59.2% 89 Went to Family Restrnt/SteakHse 4+ Times/30 Days 332 19.5% 95 Spent $101-200 at Family Restrnt/SteakHse/30 Days 164 87.1% 96 Went to Fast Food/Drive-In Rest 9+ Times/30 Days 521 30.6% 79 Ordered Eat -In Fast Food/6 Mo 282 16.6% 81 Ordered Home Delivery Fast Food/6 Mo 233 13.7% 102 Take-Out/Drive-Thru/Curbside Fast Food/6 Mo 860 50.5% 86 Ordered Take-Out/Walk-In Fast Food/6 Mo 476 28.0% 125 Television & Electronics (Adults/ Households) Own Tablet 11141 67.0% 114 Own E-Reader 379 22.3% 155 Own E-Reader/Tablet: Apple iPad 929 54.6% 146 HH Owns Internet Connectable TV 378 46.2% 107 Own Portable MP3 Player 211 12.4% ill HH Owns 1 TV 137 16.7% 92 HH Owns 2 TVs 228 27.9% 99 HH Owns 3 TVs 191 23.3% 102 HH Owns 4+ TVs 208 25.4% 113 HH Subscribes to Cable TV 384 46.9% 138 HH Subscribes to Fiber Optic TV 124 15.2% 288 HH Owns Portable GPS Device 189 23.1% ill HH Purchased Video Game System/12 Mo 68 8.3% 104 HH Owns Internet Video Device for TV 470 57.5% 109 Travel (Adults) Took Domestic Trip in Continental U.S./12 Mo 11106 65.0% 121 Took 3+ Domestic Non -Business Trips/12 Mo 342 20.1% 144 Spent $1-999 on Domestic Vacations/12 Mo 231 13.6% 99 Spent $11K-1499 on Domestic Vacations/12 Mo 121 7.1% 112 Spent $1500-1999 on Domestic Vacations/12 Mo 72 4.2% ill Spent $2K-2999 on Domestic Vacations/12 Mo 93 5.5% 137 Spent $3K+ on Domestic Vacations/12 Mo 196 11.5% 174 Used Intrnt Travel Site for Domestic Trip/12 Mo 121 7.1% 128 Took Foreign Trip (Incl Alaska & Hawaii)/3 Yrs 833 48.9% 148 Took 3+ Foreign Trips by Plane/3 Yrs 222 13.0% 179 Spent $1-999 on Foreign Vacations/12 Mo 235 13.8% 178 Index: Spent $1K-2999 on Foreign Vacations/12 Mo 59 3.5% 113 Spent $3K+ on Foreign Vacations/12 Mo 127 7.5% 176 Used General Travel Site: Foreign Trip/3 Yrs 176 10.3% 163 Spent Night at Hotel or Motel/12 Mo 883 51.9% 114 Took Cruise of More Than One Day/3 Yrs 255 15.0% 148 Member of Frequent Flyer Program 859 50.5% 183 Member of Hotel Rewards Program 713 41.9% 145 Data Note: An MPI (Market Potential Index) measures the relative likelihood of the adults or households in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average.Source: These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 Page 8 of " 2 r. P ri 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 15 minute radius Demographic Summary Population Population 18+ Households Median Household Income Product/Consumer Behavior Apparel (Adults) Bought Men ' s Clothing/12 Mo Bought Women ' s Clothing/12 Mo Bought Shoes/12 Mo Bought Fine Jewelry/12 Mo Bought Watch/12 Mo Automobiles (Households) HH Owns or Leases Any Vehicle HH Bought or Leased New Vehicle/12 Mo Automotive Aftermarket (Adults) Bought Gasoline/6 Mo Bought or Changed Motor Oil/12 Mo Had Vehicle Tune-Up/12 Mo Beverages (Adults) Drank Non -Diet (Regular) Cola/6 Mo Drank Beer or Ale/6 Mo Cameras (Adults) Own Digital Point and Shoot Camera/Camcorder Own Digital SLR Camera or Camcorder Printed Digital Photos/12 Mo Cell Phones (Adults/Households) Bought Cell Phone/12 Mo Have a Smartphone Have Android Phone (Any Brand) Smartphone Have Apple iPhone Smartphone HH Owns 1 Cell Phone HH Owns 2 Cell Phones HH Owns 3+ Cell Phones HH Has Cell Phone Only (No Landline Telephone) Computers (Households) HH Owns Computer HH Owns Desktop Computer HH Owns Laptop or Notebook HH Owns Apple/Mac Brand Computer HH Owns PC/Non-Apple Brand Computer HH Purchased Most Recent Home Computer at Store HH Purchased Most Recent Home Computer Online HH Spent $1-499 on Most Recent Home Computer HH Spent $500-999 on Most Recent Home Computer HH Spent $1K-1499 on Most Recent Home Computer HH Spent $1500-1999 on Most Recent Home Computer HH Spent $2K+ on Most Recent Home Computer Expected Number of Adults or HHs 11825 11449 21230 550 341 Prepared by Esri Long t: J,r e: / 1.. i 7 e 2023 2028 3,758 3,711 2,941 2,942 1,378 1,364 $200,001 $200,001 Percent of Adults/HHs MPI 62.1% 101 49.3% 95 75.8% 102 18.7% 91 11.6% 84 11331 96.6% 106 227 16.5% 163 21732 92.9% 103 11214 41.3% 80 851 28.9% 117 709 24.1% 65 11299 44.2% 111 493 16.8% 153 510 17.3% 160 968 32.9% 122 956 32.5% 93 21812 95.6% 102 697 23.7% 61 21167 73.7% 131 261 18.9% 62 586 42.5% 109 513 37.2% 129 687 49.9% 73 11305 94.7% 111 675 49.0% 122 11072 77.8% 110 527 38.2% 158 988 71.7% 101 598 43.4% 111 439 31.9% 116 155 11.2% 71 308 22.4% 110 226 16.4% 136 124 9.0% 196 123 8.9% 165 Note:Data An MPI (Market Potential Index) measures the relative likelihood of the adults or households in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average. ours : These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 0 r1 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Prepared by Esri Walk time: 15 minute radius La`[,�,�J'1_U �de: 42,44740 Longi`,',::'ude: -71,22710 Expected Number of Percent of Product/ Consumer Behavior Adults or HHs Adults/HHs MPI Convenience Stores (Adults) Shopped at C-Store/6 Mo 11540 52.4% 82 Bought Brewed Coffee at C-Store/30 Days 298 10.1% 84 Bought Cigarettes at C-Store/30 Days 80 2.7% 45 Bought Gas at C-Store/30 Days 775 26.4% 67 Spent $1-19 at C-Store/30 Days 221 7.5% 102 Spent $20-39 at C-Store/30 Days 278 9.5% 96 Spent $40-50 at C-Store/30 Days 207 7.0% 91 Spent $51-99 at C-Store/30 Days 104 3.5% 58 Spent $100+ at C-Store/30 Days 308 10.5% 50 Entertainment (Adults) Attended Movie/6 Mo 11258 42.8% 116 Went to Live Theater/12 Mo 333 11.3% 166 Went to Bar or Night Club/12 Mo 487 16.6% 102 Dined Out/12 Mo 11715 58.3% 112 Gambled at Casino/12 Mo 262 8.9% 83 Visited Theme Park/12 Mo 312 10.6% 91 Viewed Movie (Video-on-Demand)/30 Days 595 20.2% 182 Viewed TV Show (Video-on-Demand)/30 Days 409 13.9% 183 Used Internet to Download Movie/30 Days 241 8.2% 136 Downloaded Individual Song/6 Mo 608 20.7% 103 Used Internet to Watch Movie/30 Days 11147 39.0% 114 Used Internet to Watch TV Program/30 Days 779 26.5% 120 Played (Console) Video or Electronic Game/12 Mo 286 9.7% 76 Played (Portable) Video or Electronic Game/12 Mo 162 5.5% 83 Financial (Adults) Have 1st Home Mortgage 11344 45.7% 120 Used ATM or Cash Machine/12 Mo 21005 68.2% 108 Own Any Stock 800 27.2% 182 Own U.S. Savings Bonds 306 10.4% 146 Own Shares in Mutual Fund (Stocks) 734 25.0% 182 Own Shares in Mutual Fund (Bonds) 468 15.9% 186 Have Interest Checking Account 11523 51.8% 132 Have Non -Interest Checking Account 11078 36.7% 97 Have Savings Account 21394 81.4% 110 Have 401(k) Retirement Savings Plan 884 30.1% 123 Own or Used Any Credit/Debit Card/12 Mo 21805 95.4% 103 Avg $1-110 Monthly Credit Card Expenditures 195 6.6% 58 Avg $111-225 Monthly Credit Card Expenditures 148 5.0% 66 Avg $226-450 Monthly Credit Card Expenditures 268 9.1% 99 Avg $451-700 Monthly Credit Card Expenditures 245 8.3% 91 Avg $701-1000 Monthly Credit Card Expenditures 280 9.5% 116 Avg $1001-2000 Monthly Credit Card Expenditures 530 18.0% 153 Avg $2001+ Monthly Credit Card Expenditures 741 25.2% 228 Did Banking Online/12 Mo 11945 66.1% 113 Did Banking by Mobile Device/12 Mo 11496 50.9% 106 Data Note: An MPI (Market Potential Index) measures the relative likelihood of the adults or households in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average.Source: These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 P a g 10 o f " 2 �r r. P ri 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 15 minute radius Product/Consumer Behavior Grocery (Adults) HH Used Bread/6 Mo HH Used Chicken (Fresh or Frozen)/6 Mo HH Used Turkey (Fresh or Frozen)/6 Mo HH Used Fish or Seafood (Fresh or Frozen)/6 Mo HH Used Fresh Fruit or Vegetables/6 Mo HH Used Fresh Milk/6 Mo HH Used Fish or Seafood (Fresh or Frozen)/6 Mo Health (Adults) Exercise at Home 2+ Times/Wk Exercise at Club 2+ Times/Wk Visited Doctor/12 Mo Used Vitamins or Dietary Supplements/6 Mo Home (Households) HH Did Home Improvement/12 Mo HH Used Maid/Prof Cln Svc (+ Furn/Carpet)/12 Mo HH Purchased Low Ticket HH Furnishing/12 Mo HH Purchased Big Ticket HH Furnishing/12 Mo HH Bought Small Kitchen Appliance/12 Mo HH Bought Large Kitchen Appliance/12 Mo Insurance (Adults/Households) Currently Carry Life Insurance Personally Carry Any Med/Hosp/Accident Insur Homeowner Carries Home/Personal Property Insurance Renter Carries Home/Pers Property Insurance HH Has 1 Vehicle Covered w/Auto Insurance HH Has 2 Vehicles Covered w/Auto Insurance HH Has 3+ Vehicles Covered w/Auto Insurance Pets (Households) HH Owns Cat HH Owns Dog Prepared by Esri Long �, J, r e: / 1.. i 7 e Expected Number of Percent of Adults/HHs Adults/HHs MPI 11306 94.8% 100 962 69.8% 100 222 16.1% 109 861 62.5% 104 11260 91.4% 103 11137 82.5% 100 861 62.5% 129 11714 58.3% 118 467 15.9% 135 21527 85.9% 108 21067 70.3% 106 634 46.0% 117 675 49.0% 161 350 25.4% 103 395 28.7% 101 339 24.6% 94 240 17.4% 107 11614 54.9% 107 21692 91.5% 107 21157 73.3% 119 272 9.2% 77 318 23.1% 75 538 39.0% 119 400 29.0% 110 226 16.4% 71 527 38.2% 97 Psychographics (Adults) Represents adults who "completely agree" with the statement: Am Interested in How to Help Env: 4-Agr Cmpl 589 20.0% 108 Buying American Is Important: 4-Agr Cmpl 796 27.1% 84 Buy Based on Quality Not Price: 4-Agr Cmpl 485 16.5% 110 Buy on Credit Rather Than Wait: 4-Agr Cmpl 368 12.5% 98 Only Use Coupons Brands Usually Buy: 4-Agr Cmpl 312 10.6% 96 Will Pay More for Env Safe Prods: 4-Agr Cmpl 438 14.9% 122 Buy Based on Price Not Brands: 4-Agr Cmpl 678 23.1% 85 Am Interested in How to Help Env: 4-Agr Cmpl 589 20.0% 108 Reading (Adults) Bought Digital Book/12 Mo 782 26.6% 141 Bought Hardcover Book/12 Mo 992 33.7% 125 Bought Paperback Book/12 Mo 11137 38.7% 114 Read Daily Newspaper (Paper Version) 696 23.7% 154 Read Digital Newspaper/30 Days 21034 69.2% 137 Read Magazine (Paper/Electronic Vers)/6 Mo 21745 93.3% 107 Note:Data An MPI (Market Potential Index) measures the relative likelihood of the adults or households in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average.Source: These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 r' f 2 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Prepared by Esri Walk time: 15 minute radius La`[,�,J'1_U �de: 42,44740 Longi`,',::'ude: -71,22710 Expected Number of Percent of Product/ Consumer Behavior Adults or HHs Adults/HHs MPI Restaurants (Adults) Went to Family Restrnt/SteakHse/6 Mo 11741 59.2% 90 Went to Family Restrnt/SteakHse 4+ Times/30 Days 574 19.5% 95 Spent $101-200 at Family Restrnt/SteakHse/30 Days 283 87.0% 96 Went to Fast Food/Drive-In Rest 9+ Times/30 Days 900 30.6% 79 Ordered Eat -In Fast Food/6 Mo 487 16.6% 81 Ordered Home Delivery Fast Food/6 Mo 403 13.7% 102 Take-Out/Drive-Thru/Curbside Fast Food/6 Mo 11485 50.5% 86 Ordered Take-Out/Walk-In Fast Food/6 Mo 823 28.0% 125 Television & Electronics (Adults/ Households) Own Tablet 11972 67.1% 114 Own E-Reader 655 22.3% 155 Own E-Reader/Tablet: Apple iPad 11606 54.6% 146 HH Owns Internet Connectable TV 637 46.2% 107 Own Portable MP3 Player 364 12.4% ill HH Owns 1 TV 231 16.8% 92 HH Owns 2 TVs 385 27.9% 99 HH Owns 3 TVs 322 23.4% 102 HH Owns 4+ TVs 351 25.5% 113 HH Subscribes to Cable TV 647 47.0% 138 HH Subscribes to Fiber Optic TV 208 15.1% 287 HH Owns Portable GPS Device 318 23.1% ill HH Purchased Video Game System/12 Mo 114 8.3% 103 HH Owns Internet Video Device for TV 792 57.5% 109 Travel (Adults) Took Domestic Trip in Continental U.S./12 Mo 11911 65.0% 121 Took 3+ Domestic Non -Business Trips/12 Mo 590 20.1% 144 Spent $1-999 on Domestic Vacations/12 Mo 399 13.6% 99 Spent $11K-1499 on Domestic Vacations/12 Mo 209 7.1% 112 Spent $1500-1999 on Domestic Vacations/12 Mo 125 4.3% ill Spent $2K-2999 on Domestic Vacations/12 Mo 160 5.4% 137 Spent $3K+ on Domestic Vacations/12 Mo 339 11.5% 174 Used Intrnt Travel Site for Domestic Trip/12 Mo 210 7.1% 128 Took Foreign Trip (Incl Alaska & Hawaii)/3 Yrs 11440 49.0% 148 Took 3+ Foreign Trips by Plane/3 Yrs 384 13.1% 179 Spent $1-999 on Foreign Vacations/12 Mo 407 13.8% 178 Index: Spent $1K-2999 on Foreign Vacations/12 Mo 101 3.4% 112 Spent $3K+ on Foreign Vacations/12 Mo 220 7.5% 176 Used General Travel Site: Foreign Trip/3 Yrs 304 10.3% 163 Spent Night at Hotel or Motel/12 Mo 11526 51.9% 114 Took Cruise of More Than One Day/3 Yrs 440 15.0% 148 Member of Frequent Flyer Program 11484 50.5% 183 Member of Hotel Rewards Program 11232 41.9% 145 Data Note: An MPI (Market Potential Index) measures the relative likelihood of the adults or households in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average.Source: These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 P a g 12 o f " 2 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 5 minute radius Demographic Summary Population Population 18+ Households Median Household Income Product/Consumer Behavior Went to Family Restaurant/Steak House/6 Mo Went to Family Restaurant/Steak House 4+ Times/30 Days Spent $1-30 at Family Restaurant/Steak House/30 Days Spent $31-50 at Family Restaurant/Steak House/30 Days Spent $51-100 at Family Restaurant/Steak House/30 Days Spent $101-200 at Family Restaurant/Steak House/30 Days Spent $201+ at Family Restaurant/Steak House/30 Days Spent $1-100 at Fine Dining Restaurants/30 Days Spent $101-200 at Fine Dining Restaurants/30 Days Spent $201+ at Fine Dining Restaurants/30 Days Went for Breakfast at Family Restaurant/Steak House/6 Mo Went for Lunch at Family Restaurant/Steak House/6 Mo Went for Dinner at Family Restaurant/Steak House/6 Mo Went for Snacks at Family Restaurant/Steak House/6 Mo Went on Workday to Family Restaurant/Steak House/6 Mo Went on Weekend to Family Restaurant/Steak House/6 Mo Went to Applebee ' s/6 Mo Went to Bob Evans/6 Mo Went to Buffalo Wild Wings/6 Mo Went to California Pizza Kitchen/6 Mo Went to Carrabba ' s/6 Mo Went to The Cheesecake Factory/6 Mo Went to Chili ' s Grill & Bar/6 Mo Went to Cracker Barrel/6 Mo Went to Denny's/6 Mo Went to Golden Corral/6 Mo Went to IHOP/6 Mo Went to Logan ' s Roadhouse/6 Mo Went to Longhorn Steakhouse/6 Mo Went to Olive Garden/6 Mo Went to Outback Steakhouse/6 Mo Went to Red Lobster/6 Mo Went to Red Robin/6 Mo Went to Ruby Tuesday/6 Mo Went to Texas Roadhouse/6 Mo Went to T.G.I. Friday s/6 Mo Went to Waffle House/6 Mo Went to Fast Food/Drive-In Restaurant/6 Mo Went to Fast Food/Drive-In Rest 9+ Times/30 Days Spent $1-10 at Fast Food Restaurant/30 Days Spent $11-20 at Fast Food Restaurant/30 Days Spent $21-40 at Fast Food Restaurant/30 Days Spent $41-50 at Fast Food Restaurant/30 Days Spent $51-100 at Fast Food Restaurant/30 Days Spent $101-200 at Fast Food Restaurant/30 Days Spent $201+ at Fast Food Restaurant/30 Days Ordered Eat -In Fast Food/6 Mo Expected Number of Adults 219 73 15 21 47 36 23 17 22 19 33 47 150 5 101 127 30 4 23 11 5 33 23 21 12 2 24 2 12 28 18 16 15 6 18 7 7 321 114 16 32 53 30 64 38 21 61 2023 475 369 214 $200,001 Percent 59.3% 19.8% 4.1% 5.7% 12.7% 9.8% 6.2% 4.6% 6.0% 5.1% 8.9% 12.7% 40.7% 1.4% 27.4% 34.4% 8.1% 1.1% 6.2% 3.0% 1.4% 8.9% 6.2% 5.7% 3.3% 0.5% 6.5% 0.5% 3.3% 7.6% 4.9% 4.3% 4.1% 1.6% 4.9% 1.9% 1.9% 87.0% 30.9% 4.3% 8.7% 14.4% 8.1% 17.3% 10.3% 5.7% 16.5% Prepared by Esri 2028 469 371 212 $200,001 Note:Data An MPI (Market Potential Index) measures the relative likelihood of the adults in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average. Source: These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Prepared by Esri Walk time: 5 minute radius La1-U �de: 42,44740 Longi`r,::ude: -71,22710 Expected Number of Product/ Consumer Behavior Adults Percent MPI Ordered Home Delivery Fast Food/6 Mo 51 13.8% 103 Take-Out/Drive-Thru/Curbside Fast Food/6 Mo 187 50.7% 87 Ordered Take-Out/Walk-In Fast Food/6 Mo 103 27.9% 125 Bought Breakfast at Fast Food Restaurant/6 Mo 104 28.2% 81 Bought Lunch at Fast Food Restaurant/6 Mo 184 49.9% 93 Bought Dinner at Fast Food Restaurant/6 Mo 181 49.1% 91 Bought Snack at Fast Food Restaurant/6 Mo 48 13.0% 97 Bought from Fast Food Restaurant on Weekday/6 Mo 224 60.7% 93 Bought from Fast Food Restaurant on Weekend/6 Mo 175 47.4% 90 Bought A&W/6 Mo 4 1.1% 52 Bought Arby's/6 Mo 36 9.8% 55 Bought Baskin-Robbins/6 Mo 16 4.3% 139 Bought Boston Market/6 Mo 9 2.4% 126 Bought Burger King/6 Mo 78 21.1% 76 Bought Captain D's/6 Mo 5 1.4% 48 Bought Carl 's Jr./6 Mo 17 4.6% 98 Bought Checkers/6 Mo, 6 1.6% 66 Bought Chick-Fil-A/6 Mo 112 30.4% 93 Bought Chipotle Mexican Grill/6 Mo 83 22.5% 140 Bought Chuck E. Cheese's/6 Mo 2 0.5% 52 Bought Church 's Fried Chicken/6 Mo 2 0.5% 17 Bought Cold Stone Creamery/6 Mo 11 3.0% 106 Bought Dairy Queen/6 Mo 31 8.4% 55 Bought Del Taco/6 Mo 15 4.1% 124 Bought Domino's Pizza/6 Mo 42 11.4% 71 Bought Dunkin' Donuts/6 Mo 71 19.2% 130 Bought Five Guys/6 Mo 37 10.0% 103 Bought Hardee's/6 Mo 7 1.9% 37 Bought lack in the Box/6 Mo 21 5.7% 84 Bought Jersey Mike's/6 Mo 30 8.1% 113 Bought Jimmy John's/6 Mo 17 4.6% 78 Bought KFC/6 Mo 40 10.8% 63 Bought Krispy Kreme Doughnuts/6 Mo 21 5.7% 83 Bought Little Caesars/6 Mo 12 3.3% 28 Bought Long John Silver's/6 Mo 3 0.8% 34 Bought McDonald 's/6 Mo 163 44.2% 87 Bought Panda Express/6 Mo 35 9.5% 78 Bought Panera Bread/6 Mo 68 18.4% 143 Bought Papa John's/6 Mo 19 5.1% 63 Bought Papa Murphy s/6 Mo 7 1.9% 53 Bought Pizza Hut/6 Mo 24 6.5% 53 Bought Popeyes Chicken/6 Mo 38 10.3% 74 Bought Sonic Drive-In/6 Mo 20 5.4% 46 Bought Starbucks/6 Mo 91 24.7% 120 Bought Steak 'N Shake/6 Mo 5 1.4% 46 Bought Subway/6 Mo, 56 15.2% 70 Bought Taco Bell/6 Mo 68 18.4% 68 Bought Wendy s/6 Mo 73 19.8% 75 Bought Whataburger/6 Mo 12 3.3% 55 Bought White Castle/6 Mo 5 1.4% 55 Bought Wing-Stop/6 Mo 11 3.0% 88 Data Note: An MPI (Market Potential Index) measures the relative likelihood of the adults in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average. Source: These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 4P ri 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Prepared by Esri Walk time: 5 minute radius La,'i'l,-L.,de: 42,44740 Long i`,',::'ude: -71,22710 Went to Fine Dining Restaurant/6 Mo 81 22.0% 181 Went to Fine Dining Restaurant/30 Days 65 17.6% 195 Went to Fine Dining Restaurant 2+ Times/30 Days 33 8.9% 216 Used DoorDash Site/App for Take-Out/Del/30 Days 50 13.6% 117 Used Grubhub Site/App for Take-Out/Del/30 Days 29 7.9% 144 Used Postmates Site/App for Take-Out/Del/30 Days 7 1.9% ill Used Restrnt Site/App for Take-Out/Del/30 Days 98 26.6% 120 Used Uber Eats Site/App for Take-Out/Del/30 Days 36 9.8% 151 Used Yelp Site/App for Take-Out/Del/30 Days 10 2.7% 163 Data Note: An MPI (Market Potential Index) measures the relative likelihood of the adults in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average. Source: These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 lllllll/��W,� 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 10 minute radius Demographic Summary Population Population 18+ Households Median Household Income Product/Consumer Behavior Went to Family Restaurant/Steak House/6 Mo Went to Family Restaurant/Steak House 4+ Times/30 Days Spent $1-30 at Family Restaurant/Steak House/30 Days Spent $31-50 at Family Restaurant/Steak House/30 Days Spent $51-100 at Family Restaurant/Steak House/30 Days Spent $101-200 at Family Restaurant/Steak House/30 Days Spent $201+ at Family Restaurant/Steak House/30 Days Spent $1-100 at Fine Dining Restaurants/30 Days Spent $101-200 at Fine Dining Restaurants/30 Days Spent $201+ at Fine Dining Restaurants/30 Days Went for Breakfast at Family Restaurant/Steak House/6 Mo Went for Lunch at Family Restaurant/Steak House/6 Mo Went for Dinner at Family Restaurant/Steak House/6 Mo Went for Snacks at Family Restaurant/Steak House/6 Mo Went on Workday to Family Restaurant/Steak House/6 Mo Went on Weekend to Family Restaurant/Steak House/6 Mo Went to Applebee ' s/6 Mo Went to Bob Evans/6 Mo Went to Buffalo Wild Wings/6 Mo Went to California Pizza Kitchen/6 Mo Went to Carrabba ' s/6 Mo Went to The Cheesecake Factory/6 Mo Went to Chili ' s Grill & Bar/6 Mo Went to Cracker Barrel/6 Mo Went to Denny's/6 Mo Went to Golden Corral/6 Mo Went to IHOP/6 Mo Went to Logan ' s Roadhouse/6 Mo Went to Longhorn Steakhouse/6 Mo Went to Olive Garden/6 Mo Went to Outback Steakhouse/6 Mo Went to Red Lobster/6 Mo Went to Red Robin/6 Mo Went to Ruby Tuesday/6 Mo Went to Texas Roadhouse/6 Mo Went to T.G.I. Friday s/6 Mo Went to Waffle House/6 Mo Went to Fast Food/Drive-In Restaurant/6 Mo Went to Fast Food/Drive-In Rest 9+ Times/30 Days Spent $1-10 at Fast Food Restaurant/30 Days Spent $11-20 at Fast Food Restaurant/30 Days Spent $21-40 at Fast Food Restaurant/30 Days Spent $41-50 at Fast Food Restaurant/30 Days Spent $51-100 at Fast Food Restaurant/30 Days Spent $101-200 at Fast Food Restaurant/30 Days Spent $201+ at Fast Food Restaurant/30 Days Ordered Eat -In Fast Food/6 Mo Expected Number of Adults 1,007 332 67 96 214 164 108 77 97 86 153 218 690 21 465 582 137 17 107 51 22 150 107 92 57 9 107 10 54 129 82 72 70 25 83 32 29 1,482 521 73 148 247 137 293 174 96 282 2023 2,178 1,702 818 $200/001 Percent 59.2% 19.5% 3.9% 5.6% 12.6% 9.6% 6.3% 4.5% 5.7% 5.1% 9.0% 12.8% 40.5% 1.2% 27.3% 34.2% 8.0% 1.0% 6.3% 3.0% 1.3% 8.8% 6.3% 5.4% 3.3% 0.5% 6.3% 0.6% 3.2% 7.6% 4.8% 4.2% 4.1% 1.5% 4.9% 1.9% 1.7% 87.1% 30.6% 4.3% 8.7% 14.5% 8.0% 17.2% 10.2% 5.6% 16.6% Prepared by Esri 2028 2,151 1,704 810 $200,001 Note:Data An MPI (Market Potential Index) measures the relative likelihood of the adults in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average. Source: These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 Page 4 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 10 minute radius Prepared by Esri Long ,:, ur e: /1i 7 e Expected Number of Product/Consumer Behavior Adults Percent Ordered Home Delivery Fast Food/6 Mo 233 13.7% Take-Out/Drive-Thru/Curbside Fast Food/6 Mo 860 50.5% Ordered Take-Out/Walk-In Fast Food/6 Mo 476 28.0% Bought Breakfast at Fast Food Restaurant/6 Mo 479 28.1% Bought Lunch at Fast Food Restaurant/6 Mo 849 49.9% Bought Dinner at Fast Food Restaurant/6 Mo 835 49.1% Bought Snack at Fast Food Restaurant/6 Mo 223 13.1% Bought from Fast Food Restaurant on Weekday/6 Mo 1,031 60.6% Bought from Fast Food Restaurant on Weekend/6 Mo 807 47.4% Bought A&W/6 Mo 17 1.0% Bought Arby's/6 Mo 163 9.6% Bought Baskin-Robbins/6 Mo 72 4.2% Bought Boston Market/6 Mo 42 2.5% Bought Burger King/6 Mo 352 20.7% Bought Captain D ' s/6 Mo 22 1.3% Bought Carl ' s Jr./6 Mo 83 4.9% Bought Checkers/6 Mo 25 1.5% Bought Chick-Fil-A/6 Mo 517 30.4% Bought Chipotle Mexican Grill/6 Mo 380 22.3% Bought Chuck E. Cheese' s/6 Mo 8 0.5% Bought Church ' s Fried Chicken/6 Mo 10 0.6% Bought Cold Stone Creamery/6 Mo 49 2.9% Bought Dairy Queen/6 Mo 142 8.3% Bought Del Taco/6 Mo 70 4.1% Bought Domino' s Pizza/6 Mo 194 11.4% Bought Dunkin' Donuts/6 Mo 323 19.0% Bought Five Guys/6 Mo 168 9.9% Bought Hardee s/6 Mo 31 1.8% Bought Jack in the Box/6 Mo 99 5.8% Bought Jersey Mike s/6 Mo 139 8.2% Bought Jimmy John's/6 Mo 81 4.8% Bought KFC/6 Mo 181 10.6% Bought Krispy Kreme Doughnuts/6 Mo 95 5.6% Bought Little Caesars/6 Mo 59 3.5% Bought Long John Silver's/6 Mo 11 0.6% Bought McDonald ' s/6 Mo 747 43.9% Bought Panda Express/6 Mo 163 9.6% Bought Panera Bread/6 Mo 308 18.1% Bought Papa John's/6 Mo 86 5.1% Bought Papa Murphy s/6 Mo 33 1.9% Bought Pizza Hut/6 Mo 107 6.3% Bought Popeyes Chicken/6 Mo 175 10.3% Bought Sonic Drive-In/6 Mo 91 5.3% Bought Starbucks/6 Mo 422 24.8% Bought Steak ' N Shake/6 Mo 22 1.3% Bought Subway/6 Mo 256 15.0% Bought Taco Bell/6 Mo 315 18.5% Bought Wendy s/6 Mo 335 19.7% Bought Whataburger/6 Mo 53 3.1% Bought White Castle/6 Mo 24 1.4% Bought Wing-Stop/6 Mo 51 3.0% MPI 102 86 125 81 93 91 98 92 90 48 54 136 127 Note:Data An MPI (Market Potential Index) measures the relative likelihood of the adults in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average. Source: These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 4P ri 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Prepared by Esri Walk time: 10 minute radius La`[,�,�J'1-U �de: 42,44740 Long i`,',::'ude: -71,22710 Went to Fine Dining Restaurant/6 Mo 367 21.6% 178 Went to Fine Dining Restaurant/30 Days 294 17.3% 191 Went to Fine Dining Restaurant 2+ Times/30 Days 150 8.8% 213 Used DoorDash Site/App for Take-Out/Del/30 Days 231 13.6% 117 Used Grubhub Site/App for Take-Out/Del/30 Days 133 7.8% 143 Used Postmates Site/App for Take-Out/Del/30 Days 35 2.1% 121 Used Restrnt Site/App for Take-Out/Del/30 Days 450 26.4% 119 Used Uber Eats Site/App for Take-Out/Del/30 Days 161 9.5% 147 Used Yelp Site/App for Take-Out/Del/30 Days 44 2.6% 156 Data Note: An MPI (Market Potential Index) measures the relative likelihood of the adults in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average. Source: These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 Page 6 h f 9 lllllll/��W,� 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 15 minute radius Demographic Summary Population Population 18+ Households Median Household Income Product/Consumer Behavior Went to Family Restaurant/Steak House/6 Mo Went to Family Restaurant/Steak House 4+ Times/30 Days Spent $1-30 at Family Restaurant/Steak House/30 Days Spent $31-50 at Family Restaurant/Steak House/30 Days Spent $51-100 at Family Restaurant/Steak House/30 Days Spent $101-200 at Family Restaurant/Steak House/30 Days Spent $201+ at Family Restaurant/Steak House/30 Days Spent $1-100 at Fine Dining Restaurants/30 Days Spent $101-200 at Fine Dining Restaurants/30 Days Spent $201+ at Fine Dining Restaurants/30 Days Went for Breakfast at Family Restaurant/Steak House/6 Mo Went for Lunch at Family Restaurant/Steak House/6 Mo Went for Dinner at Family Restaurant/Steak House/6 Mo Went for Snacks at Family Restaurant/Steak House/6 Mo Went on Workday to Family Restaurant/Steak House/6 Mo Went on Weekend to Family Restaurant/Steak House/6 Mo Went to Applebee ' s/6 Mo Went to Bob Evans/6 Mo Went to Buffalo Wild Wings/6 Mo Went to California Pizza Kitchen/6 Mo Went to Carrabba ' s/6 Mo Went to The Cheesecake Factory/6 Mo Went to Chili ' s Grill & Bar/6 Mo Went to Cracker Barrel/6 Mo Went to Denny's/6 Mo Went to Golden Corral/6 Mo Went to IHOP/6 Mo Went to Logan ' s Roadhouse/6 Mo Went to Longhorn Steakhouse/6 Mo Went to Olive Garden/6 Mo Went to Outback Steakhouse/6 Mo Went to Red Lobster/6 Mo Went to Red Robin/6 Mo Went to Ruby Tuesday/6 Mo Went to Texas Roadhouse/6 Mo Went to T.G.I. Friday s/6 Mo Went to Waffle House/6 Mo Went to Fast Food/Drive-In Restaurant/6 Mo Went to Fast Food/Drive-In Rest 9+ Times/30 Days Spent $1-10 at Fast Food Restaurant/30 Days Spent $11-20 at Fast Food Restaurant/30 Days Spent $21-40 at Fast Food Restaurant/30 Days Spent $41-50 at Fast Food Restaurant/30 Days Spent $51-100 at Fast Food Restaurant/30 Days Spent $101-200 at Fast Food Restaurant/30 Days Spent $201+ at Fast Food Restaurant/30 Days Ordered Eat -In Fast Food/6 Mo Expected Number of Adults 11741 574 117 167 370 283 186 133 168 148 264 376 1,193 37 804 1,005 237 29 185 88 38 259 184 160 98 16 185 17 93 222 141 124 120 43 144 55 50 2,560 900 126 255 427 236 506 301 166 487 Prepared by Esri Long t: J,r e: / 1.. i 7 e 2023 3,758 21941 1,378 $200,001 Percent 59.2% 19.5% 4.0% 5.7% 12.6% 9.6% 6.3% 4.5% 5.7% 5.0% 9.0% 12.8% 40.6% 1.3% 27.3% 34.2% 8.1% 1.0% 6.3% 3.0% 1.3% 8.8% 6.3% 5.4% 3.3% 0.5% 6.3% 0.6% 3.2% 7.5% 4.8% 4.2% 4.1% 1.5% 4.9% 1.9% 1.7% 87.0% 30.6% 4.3% 8.7% 14.5% 8.0% 17.2% 10.2% 5.6% 16.6% 2028 3,711 2,942 1,364 $200,001 Note:Data An MPI (Market Potential Index) measures the relative likelihood of the adults in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average. Source: These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 i 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Walk time: 15 minute radius Prepared by Esri Long ,:, J, r e: / 1.. i 7 e Expected Number of Product/Consumer Behavior Adults Percent Ordered Home Delivery Fast Food/6 Mo 403 13.7% Take-Out/Drive-Thru/Curbside Fast Food/6 Mo 1,485 50.5% Ordered Take-Out/Walk-In Fast Food/6 Mo 823 28.0% Bought Breakfast at Fast Food Restaurant/6 Mo 828 28.2% Bought Lunch at Fast Food Restaurant/6 Mo 11468 49.9% Bought Dinner at Fast Food Restaurant/6 Mo 11443 49.1% Bought Snack at Fast Food Restaurant/6 Mo 385 13.1% Bought from Fast Food Restaurant on Weekday/6 Mo 1,781 60.6% Bought from Fast Food Restaurant on Weekend/6 Mo 11394 47.4% Bought A&W/6 Mo 29 1.0% Bought Arby's/6 Mo 282 9.6% Bought Baskin-Robbins/6 Mo 124 4.2% Bought Boston Market/6 Mo 72 2.4% Bought Burger King/6 Mo 609 20.7% Bought Captain D ' s/6 Mo 38 1.3% Bought Carl ' s Jr./6 Mo 143 4.9% Bought Checkers/6 Mo 44 1.5% Bought Chick-Fil-A/6 Mo 894 30.4% Bought Chipotle Mexican Grill/6 Mo 657 22.3% Bought Chuck E. Cheese' s/6 Mo 14 0.5% Bought Church ' s Fried Chicken/6 Mo 18 0.6% Bought Cold Stone Creamery/6 Mo 84 2.9% Bought Dairy Queen/6 Mo 245 8.3% Bought Del Taco/6 Mo 121 4.1% Bought Domino' s Pizza/6 Mo 336 11.4% Bought Dunkin' Donuts/6 Mo 559 19.0% Bought Five Guys/6 Mo 290 9.9% Bought Hardee s/6 Mo 53 1.8% Bought Jack in the Box/6 Mo 170 5.8% Bought Jersey Mike s/6 Mo 240 8.2% Bought Jimmy John's/6 Mo 139 4.7% Bought KFC/6 Mo 312 10.6% Bought Krispy Kreme Doughnuts/6 Mo 164 5.6% Bought Little Caesars/6 Mo 101 3.4% Bought Long John Silver's/6 Mo 20 0.7% Bought McDonald ' s/6 Mo 11290 43.9% Bought Panda Express/6 Mo 281 9.6% Bought Panera Bread/6 Mo 532 18.1% Bought Papa John's/6 Mo 149 5.1% Bought Papa Murphy s/6 Mo 57 1.9% Bought Pizza Hut/6 Mo 185 6.3% Bought Popeyes Chicken/6 Mo 303 10.3% Bought Sonic Drive-In/6 Mo 157 5.3% Bought Starbucks/6 Mo 729 24.8% Bought Steak ' N Shake/6 Mo 38 1.3% Bought Subway/6 Mo 442 15.0% Bought Taco Bell/6 Mo 544 18.5% Bought Wendy s/6 Mo 579 19.7% Bought Whataburger/6 Mo 91 3.1% Bought White Castle/6 Mo 42 1.4% Bought Wing-Stop/6 Mo 88 3.0% MPI Note:Data An MPI (Market Potential Index) measures the relative likelihood of the adults in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average. Source: These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 4P ri 1717-1741 Mass Ave, Lexington, Massachusetts, 02420 Prepared by Esri Walk time: 15 minute radius La`[,�,�J'1-U �de: 42,44740 Long i`,',::'ude: -71,22710 Went to Fine Dining Restaurant/6 Mo 634 21.6% 178 Went to Fine Dining Restaurant/30 Days 508 17.3% 191 Went to Fine Dining Restaurant 2+ Times/30 Days 260 8.8% 214 Used DoorDash Site/App for Take-Out/Del/30 Days 399 13.6% 117 Used Grubhub Site/App for Take-Out/Del/30 Days 230 7.8% 143 Used Postmates Site/App for Take-Out/Del/30 Days 60 2.0% 120 Used Restrnt Site/App for Take-Out/Del/30 Days 777 26.4% 119 Used Uber Eats Site/App for Take-Out/Del/30 Days 278 9.5% 146 Used Yelp Site/App for Take-Out/Del/30 Days 77 2.6% 158 Data Note: An MPI (Market Potential Index) measures the relative likelihood of the adults in the specified trade area to exhibit certain consumer behavior or purchasing patterns compared to the U.S. An MPI of 100 represents the U.S. average. Source: These data are based upon national propensities to use various products and services, applied to local demographic composition. Usage data were collected by MRI-Simmons in a nationally representative survey of U.S. households. Esri forecasts for 2023 and 2028. September 07, 2023 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Discuss Trees at Emery Park PRESENTER: Jim Malloy, Town Manager CTTMMARV- C ate g o ry: B rains to rming ITEM NUMBER: I.5 This item is coming before the Select Board based on discussions during the Center C harrette process that Emery Park be used as a community gathering space. Two large trees were removed in 2023 in Emery Park and there is a plan to replace these with two additional trees, since the C harrette was completed and there were comments on how the park looked without the trees, Town staff is seeking input from the Select Board on whether the trees should be replaced in Emery Park or in different public space. The Center Committee has weighed in (see attached email) and voted 10-0 to support replacing the trees in Emery Park. In either event, the Town intends to replant two additional trees, the question is whether the Board prefers them to be in Emery Park. Several different photos from go o gle street view at different times of the year with trees in place vs. the view today without the trees have been attached for the Board's review. SUGGESTED MOTION: In this case, Emery Park falls under the Town Manager, but a general consensus of the Select Board would provide direction on whether to replant in Emery Park or elsewhere. FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 4/29/2024 7:50pm ATTACHMENTS: Description Type 1) Decen,1113er 2021 Street. View E'ryiery Rark ( -.)ver VIlerrio October 20 17 Street View I �',rne ry Park Cbver Vlern.c) J-uly 2015 Stfeet View I h-me Park. Cbeer M e ry-K.) D Bmr.y Park Vie ,/. 24 (.A.)ver Meryx) D (-76mmittee I !Ynail Cbver Memo N O O C7 N O N N O N CU N N L 0- cc C) O 0) cc N O O C7 N O N O N U O N L Q cc U N cc i a 0 00 1 M 4 IIUIUIUIUIUIUIUIUIUIUIUIUIUINU I� ol �§, Ate I� A MI® II If� wl� IIII Nml� I 14Y u�rr�vrrrmu� "��'� u ��rr�rtrtrrrrrtrt� A� rrtrtrtrrrrrtm U) Q _N O O a 75 co co i a 00 00 N O O C7 N O N s O N N L Q cc U N O7 ca ol �§, Jl I EMI �ry�Ip"�4'N�� d w l i 14Y w�r�vrrrmu� '�� "� r"""rrrrrtm James Malloy From: jerry@ michelsonshoes.com Sent: Tuesday, April 23, 2024 4:14 PM To: James Malloy; joe@joepato.org Cc: doug@promedllc.com; David Pinsonneault Subject: RE: Postpone 4/10 discusion re Emery Park USE CAUTION: This email came from outside the Town of Lexington. Do not click links, open attachments or respond to the email unless you recognize the sender, you are expecting the communication and you know the content is safe. Hi Joe and Jim - At the April 11 th meeting of the Lexington Center Committee we discussed the replacement of the trees in Emery Park. It was noted that the trees in Emery Park that were taken down last year (for good reason) need to replaced. It was also noted that the trees were an integral part of the latest overall re -design of the park. The location of the old trees did not inhibit activities in the park. The need to have shade trees in Emery Park, no matter what activities occur in the park, is important. The Center Committee voted 10 to 0 to recommend to the Select Board that new trees be planted that are appropriate to today's conditions for survival. Respectfully, Jerry Michelson Lexington Center Committee, chair On Tue, 2 Apr 2024 17:16:14 +0000, James Malloy <jmalloy@lexingtonma.gov> wrote: Hi Jerry — Happy to postpone so the Center Committee can weigh in. Joe and I will be meeting later today to set the upcoming agendas. The Charrette Report is good to review, the park does look nice without the trees, it opens up the area as a plaza and will set it up nicely as a community gathering spot. Once we plant trees, it would be difficult to remove them. The other thing that Dave Pinsonneault and I discussed is that we'd be happy to plant two trees elsewhere on public property to remove any concerns about fewer trees/less carbon sequestration (we're committed to planting trees and ultimately in a few years maybe it will be better to plant trees at Emery Park, but for now and until we have a chance to really consider what will be done in that area, we'd like to hold off). Copying Dave here for his information. Please let me know if you need any more information or have any questions. Thanks. 0 Jim Malloy Town Manager Town of Lexington 1625 Massachusetts Avenue Lexington, MA 02420 781-698-4540 www.lexingtonma.gov �U Imp. a most, a M1� serif, uu um uu uuury�n .�IWm wNp�, mull uu �pmii mM mii wNp�; um Imp m�i '%. ummil ummll4 Mhn i m m mud"" m m m o uu �fluuu mud"" m uo uu public i uu nd mU� hum uu uo m Thanks.' uu mm u m m mr ml mlUmuul', ui uvuY rvm email. m� �m� mul ��W„I m Mmi mr �" �v From: jerry@michelsonshoes.com <jerry@michelsonshoes.com> Sent: Tuesday, April 2, 2024 12:18 PM To: joe@joepato.org; James Malloy <jmalloy@lexingtonma.gov> Cc: doug@promedllc.com Subject: Postpone 4/10 discusion re Emery Park USE CAUTION: This email came from outside the Town of Lexington. Do not click links, open attachments or respond to the email unless you recognize the sender, you are expecting the communication and you know the content is safe. Joe and Jim - noticed that there is an intended discussion planned for 4/10 regarding the trees at Emery Park. Can you delay this one week so that the Lexington Center Committee can discuss at our 4/11 meeting and be able to advise the Board with our opinion? If so, is there specific information that we should be reviewing beyond the report from the Charrette? Jerry Michelson Lexington Center Committee When writing or responding, please be aware that the Massachusetts Secretary of State has determined that most email is a public record and, therefore, may not be kept confidential. 2 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Discuss Options for Facilitated Community Listening Session for Lexington Human Rights Committee PRESENTER: ITEM NUMBER: Dana Bickelman, Director of Human Services I.6 SUMMARY: Category: Decision -Making Attached please find a memorandum from Dana Bickelman, Director of Human Services and H emali Shah, Chief Equity Officer on developing a community dialogue event to discuss the recent HRC concerns. Ms. Bickelman and Ms. Shah will be available at the Select Board meeting to discuss. This proposal includes members of the Human Rights Committee, staff and a member of the Select Board and proposes to include a facilitator for the community discussion. SUGGESTED MOTION: FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 4/29/2024 8:00pm ATTACHMENTS: Description Type Town of Lexington Human Services Department 781-698-4840 Fax 781-274-7209 Date: April 25, 2024 To: Jim Malloy, Town Manager CC: Kelly Axtell, Deputy Town Manager Fr: Dana Bickelman, Director of Human Services RE: Community Dialogue Event A Working Group consisting of Town staff and Human Rights Committee members, including Chief Equity Officer Hemali Shah and Human Services Director Dana Bickelman, Human Rights Committee Chair Christina Lin, Human Rights Committee Vice Chair Stephanie Hsu, and Select Board Member Mark Sandeen have been diligently working on organizing a community dialogue event. In light of recent interactions, a professional facilitator will be leading the dialogue, a decision made after thorough vetting. We are pleased to announce that we have chosen Jen Wofford, MSW, LICSW, who the Massachusetts Peace Collation highly recommends to guide us through this important event. Much of Jen's recent work has focused on the Israeli -Palestinian conflict. Jen has facilitated similar dialogues at Mass General Hospital and for the Town of Brookline. Her work is primarily focused on healing and listening. Some of the skills she teaches during these dialogues include listening, understanding, connecting, soothing reactive dialogue, and non-violent communication. An outline for the structure of Jennifer's work will begin with what she calls Brief Grounding, which uses tools from Somatic Experiencing and IFS parts (Internal Family Systems) — orienting, breathing, and feeling the support of a chair. Jen recently used this method during her work at MGH. Her past program structure has included brief ground rules for having respectful dialogue, followed by break-out groups where smaller intimate conversations can be had, ending with larger group conversations. Part of this grounding experience also includes feelings and how you soothe those feelings during the exercise, including using parts that feel reactive, sad, angry, or scared. Jen previously brought in a Muslim Social Worker to help her lead similar conversations, which would be available to us for this event. Upon support from the Select Board, we will set up another meeting with Jen to discuss her cost and strategize the next steps. Beyond that, we plan to meet the Human Rights Committee and other identified community partners to confirm the date and location of the event. The group is committed to ensuring all stakeholders are included in the dialogue. Jen will send the flyer they used to advertise the event in Brookline, as it might also be something we can use. While we only have one event scheduled for now, there is the possibility of continued conversations and series with Jen, as more will needed as things change and evolve. Cc; Hemali Shah, Chief Equity Officer Cc; Lexington Human Rights Committee Cc; Mark Sandeen, Select Board Member 39 MARRETT ROAD e LEXINGTON, MASSACHUSETTS 02420 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Discuss Town Manager Search Screening Committee Appointment Process and Criteria PRESENTER: Jill Hai, Select Board Member CTTMM ARV- C ate g o ry: B rains to rming ITEM NUMBER: I.7 There are six spots to be allocated on the Search Screening Committee - 1 for a business representative and 5 for residents, representing "a diversity of lived experience, relevant expertise and community involvement." In order to ensure that our selections reflect that diversity, and that we provide an equal opportunity for all ap p lic ants to be fairly considered, it is recommended that the Board list the top criteria/experiences which should be reflected in the committee as a whole, and against which ap p lic ants would be evaluated. To do so, two actions are suggested: 1) Agree to a list of the criteria/experiences 2) Follow up questions sent to all applicants, allowing them to elaborate on their experience/fit for the specified criteria. This would provide an opportunity for applicants to provide their relevant information directly to the Board, and provide the Board an opportunity to understand the qualifications of all applicants equally. Example - 1.) The Select Board is looking to ensure the TMSSC includes (fill in qualifications/experiences). Please tellus how you meet one or more of these. 2.) Please tell us what you uniquely bring to the T M S S C. Please limit your answers to 250 words each and please respond by (date). Once we have the fuller information and responses, each member would be asked to submit a list of proposed members, meeting the qualifications /criteria and the office would compile, as usual. SUGGESTED MOTION: Move to approve sending all applicants for the T M S S C the follow up questionnaire as discussed. FOLLOW-UP: Select Board Office DATE AND APPROXIMATE TIME ON AGENDA: 4/29/2024 8:15pm