HomeMy WebLinkAbout2005-01-13-AC-min
January 13, 2005
Minutes
Town of Lexington Appropriation Committee
January 13, 2005
Place and time: Cary Hall, Room 105, 7:30 p.m.
Members present: Al Levine, Rick Eurich, David Kanter, Ron Pawliczek, Eric
Michelson, John Bartenstein, Paul Hamburger
Also present: Selectman Bill Kennedy
Meeting opened at 7:45 by Chair Al Levine
Old Minutes
1. – Minutes of the 1/6/05 meeting were reviewed and, upon receipt of
inputs from members, DK will revise and distribute copies to all members for further
review and pending approval.
Moody’s Meeting –
2. DB reported on her and PH’s involvement in the planning for the
upcoming Moody’s Bond Rating meeting. The town’s Bond Consultant (Cinder
McNerney, Sr. VP, First Southwest Co.) believes that a downgrade will be unlikely due
to town’s actions that were taken in FY05 to address the structural problems, and
combined with the town’s strong demographics that potentially can support an Aaa
rating. As of this time the presentation will be based on the FY06 Pro Forma with a
$2.6M gap. It will also show positives such as additions to the Stabilization Funds, no
use of free cash, and will also highlight our pension fund. That fund is 84.7% funded
th
(10 best of all retirement systems in the state), has a fully funded date of 2015 (state
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mandated date is 2028), and 4 best compared to similar communities. This is all after
we took one pension holiday and are supporting an early retirement package.
DB also reported on other FY06 issues that have come up during these planning sessions.
-BANs will be rolled over, instead of issuing bonds.
-Pro Forma Levy limit Debt service line item will be reduced by $900,000; $400,000 due
to increasing the terms of recently issued debt; $500,000 due to rolling over BANs
instead of issuing additional debt.
-The anticipated increase in the Fed rate will adversely effect short-term rates much
greater than it will the long-term rates on bonds that we issue.
-A lump sum SBAB reimbursement of $26,282,315 is scheduled to be received on
2/1/05. This should arrive prior to the reissuing of the BANs, and will help reduce
carrying the amount of BANs needed. John Ryan, Linda Vine and Cinder will be
addressing how to structurally deal with this lump-sum payment.
-A $900,000 premium was made on the FY05 issuance of debt. Its effect on debt service,
tax rate and undesignated fund balance levels are to be researched.
-$500,000 - $600,000 will be available from the NESWC stabilization fund. Most
members felt it should go into reserves.
January 13, 2005
-NESWC Trash rate has been negotiated to $64/ton for all of FY06, with no GAT. This
rate is part of a five-year contract that will top out at $71/ton.
3. Water/Sewer Committee –
JB reported the Selectmen voted 3-2 to ask legal counsel
to give an opinion on the legality of PILOTs. The Committee is also discussing a CFO
for the enterprise fund. JB and DB plan to meet with John Ryan concerning the pending
audit of the W/S fund, to present him with their information.
4. Selectmen Budget Session
– DK reported the last meeting included presentations of
the Selectmen’s Department budget, capital requests, and a review of the municipal
needs-based requests. He noted that during the review of needs-based requests, Chair
Dawn McKenna asked that each request include any associated revenue the position
would be expected to generate. DK noted that the MIS expense line item includes a
MUNIS software service-contract increase of 10%, and that will include getting us onto a
new and improved version of the software in FY 2006. Capital items discussed were a
study of the “White House”, Clarke heating units, and the Fire Department garage floor.
5. Health Benefits Committee –
PH reported that the committee will be making their
recommendations to the Selectmen in February.
6. 20/20 Budget Committee –
PH reported that they are bring together multi-town
financial information.
7. Report on the Warrant –
Preliminary review of the Articles showed the committee
would report on 8, 15, 16, and 18-39. In question are 4, 7, & 14.
8. Budget Balancing
– PH presented his updated budget estimates and a discussion
followed. Items discussed included how to deal with the $900,000 reduction in in-levy
debt service & $500,000 NESWC Stabilization Fund, budgeting for COLAs, the Cash
Capital Policy, factors that can be used to increase Stabilization Fund levels, the proper
level to budget health-care costs, the Minuteman Regional Pro-forma amount and money
the Library Foundation committed to contribute to offset the increased cost of the library
construction if their campaign collections exceeded $4M.
9. Miscellaneous
- DB was asked to act as chair during AL’s absence for the summit and
committee meetings.
RE moved to adjourn at 10:17 PM
Respectfully submitted,
Eric Michelson
Acting Secretary
Approved February 3, 2005