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April 27, 2005
Minutes
Town of Lexington Appropriation Committee
April 27, 2005
Place and time: Cary Memorial Hall, Estabrook Hall, 6:00 p.m.
Members present: Al Levine, Deborah Brown, Rick Eurich, Rod Cole, David Kanter,
Ron Pawliczek, Eric Michelson, John Bartenstein
This meeting of the Appropriation Committee was held in conjunction with Budget
Collaboration Group Meeting VII, which was convened primarily to discuss
supplemental appropriations under Article 29 and school capital issues under Articles 30
and 31.
Liberty Ride
1.. Board of Selectmen Chair Jeanne Krieger advised that a motion
would be made at that evening’s Town Meeting to amend Article 37, Line 7300
(Economic Development) to eliminate reauthorization of the Liberty Ride Program
Revolving Fund. Although the Liberty Ride has historically operated on a break-even
basis by the end of the fiscal year, (residual deficits having been made up by
contributions), it has not historically been able to operate on a pay-as-you-go basis
throughout the year. As amended, the anticipated expenses of the Liberty Ride would be
appropriated from the General Fund, to be offset by anticipated receipts.
Additional Funding for Fiske Construction Project
2.. The first issue
discussed under Article 29 was the need for a supplemental appropriation to fund cost
overruns on the Fiske School construction project. School Facilities Manager Dana Ham
reported that bids had been opened earlier in the day. The low bid was $14,245,000 (base
bid) plus $655,000 (bid alternates) for a total of $14,900,000. The addition of FF&E,
design and soft costs of $3,260,000, and a contingency of $750,000, would bring the total
estimated project cost to $18,910,000.
Although the final project cost was not as large as had been feared given recent
severe inflationary trends in the construction industry, Dana reported that it still would
exceed the $17,600,000 remaining under the Harrington/Fiske debt exclusion override by
about $1,300,000, which is approximately 4% of the original $32,150,000 debt exclusion
adopted in 2002. Therefore, the Schools would need authorization to borrow this
additional amount in order to accept the bid.
There ensued an extensive discussion about how best to handle the anticipated
cost overrun. Options discussed included: (1) seeking authorization from the Department
of Revenue to borrow the additional amount under the outstanding debt exclusion
override (DOR policy permits a one-time addition of “a modest amount attributable to
inflation, new regulatory requirements or minor project changes”); (2) putting out a new
debt exclusion override to fund the additional costs; (3) funding the overrun with
additional in-levy borrowing; or (4) cutting project costs.
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April 27, 2005
Al Levine reported that the Appropriation Committee had previously voted to
support an addition to the outstanding debt exclusion of up to 10%, or about $3.2 million,
if the Fiske construction bids came in over budget, and that the 4% figure suggested was
well within this range. He pointed out that to fund the overrun within the tax levy would
put further pressure on the operating budget and require larger operating overrides in
future years, and that operating overrides result in a permanent instead of a project-
specific tax increase. He further pointed out that there had been no changes to the scope
of the project originally approved by the voters, that the overruns resulted entirely from
unforeseeable inflation, and that to cut corners on the project would be unwise and likely
result in even greater costs later.
There was general agreement to seek a supplemental appropriation under Article
29 for the amount of the cost overrun and to request DOR’s approval to add this amount
to the outstanding debt exclusion. Because the DOR only permits a one-time increase to
a debt exclusion, it was also agreed that the amount requested should be something more
than $1.3 million in case there are additional unforeseen contingencies.
Other Article 29 Supplemental Appropriations.
3. There ensued a discussion
of other supplemental appropriations that would be proposed under Article 29 for capital
improvement projects authorized in prior fiscal years, including emergency repairs to the
Estabrook roof and the completion of certain improvements to the town office buildings
that had gone over budget. There was also extensive discussion whether $83,000 of the
amount requested for the Town Building Envelope Program was more properly treated as
an operating expense or a capital expenditure.
Article 30 School Capital Projects and Equipment.
4. School Committee
Chair Tom Griffiths and Facilities Manger Dana Ham reported on the results of a recently
completed energy audit of the Clarke Middle School, evolving plans for energy-related
capital projects that would most effectively implement those recommendations, and the
current state of the School Committee’s discussions with the Capital Expenditures
Committee about the amounts that would be requested for school capital projects under
Article 30 and the application of the cash capital policy. Mr. Griffiths also reported on
the School Committee’s anticipated request under Article 30 for funds for architectural
and engineering design funds for reconstructing and adding an addition to the School
Administration Building and circulated a conceptual rendering of the proposed White
House renovation.
Article 31 School Technology Equipment.
5. Finally, there was a brief
discussion of Article 31 and the funds requested by the School Committee for the
maintenance and upgrade of school technology systems.
Appropriation Committee’s First Supplemental Report.
6. Immediately
following the Budget Collaboration Meeting, the Appropriation Committee voted 8-0 to
approve its Supplemental Report to the 2005 Annual Town Meeting prepared by Paul
Hamburger, and to be presented that evening by Deborah Brown.
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April 27, 2005
The meeting concluded at approximately 7:20 p.m.
Respectfully submitted,
John Bartenstein
Approved June 8, 2005
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