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Minutes of the
Lexington Capital Expenditures Committee (CEC) Meeting
January 14, 2014
Town Office Building, Parker Room; 8:00 ..
Location and Time:
AM
Jill Hai, Chair; David Kanter, Vice-Chair; Bill HurleyWendy Manz;
Members Present:
;
Beth Masterman
None
Members Absent:
Glenn Parker, Chair, Appropriation Committee;George Burnell, Member
Others Present:
of the Town Meeting Members Association (TMMA) Executive Committee; Rob Addelson,
Assistant Town Manager for Finance; Sara Arnold, Recording Secretary
DocumentsPresented:
Notice of Public Meeting/Agenda for January 14, 2014, Meeting
Town of Lexington, Massachusetts, Fiscal Year (FY) 2015 Town ManagerÈs
Preliminary Budget & Financing Plan, January 13, 2014 (ÅWhite BookÆ)
Condensed Table of Contents from CAPITAL EXPENDITURES COMMITTEE
REPORT TO 2013 ATM with Default Committee-Member Assignments for Report to
2014 ATM & Accompanying STM; a document prepared by Mr. Kanter,
January 6, 2014
Community Preservation CommitteeÈs FY2015 Project List, January 9, 2014, with
Final Votes to that Date
Draft #2 Minutes of the CEC Meeting, December 20, 2013
Ms. Hai called the meeting to order at 8:03 ..
Call to Order:
AM
Mr. Kanter suggested that this Committee focus on Section XI
Opening Comments:
(Capital Investment) in the White Book when writing this CommitteeÈs report for the
March 24, 2014, Special Town Meeting (STM) and the 2014 Annual Town Meeting (ATM).
He then reported on the previous nightÈs Board of Selectmen (BoS) meeting saying that,
subject to this CommitteeÈs review, the BoS is prepared to recommend that approximately
$5.8 million be transferred into the Capital-related Stabilization Fund which, according to
Deborah Mauger, BoS chair, along with mitigating debt service, would be used for sizable
projects that are funded outside of a Proposition 2 debt exclusion. An example might be
the Visitor Center renovation project. He added that when the current draws for such debt
service from that Stabilization Fund are completed, the funds currently in that Fund would
be essentially depleted. The BoS decided that it is more important to set this money aside
to help with tax relief over the long term rather than seek tax relief immediately.
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Comments for the January 15 Budget Collaboration/Summit Meeting IV and for this
There was a quick
CommitteeÈs Report(s) to the Spring 2014 STM and 2014 ATM:
review of the FY2015 capital requests in the White Book to determine if this Committee
would comment on any specific projects at the Summit meeting or if any projects might
require additional narrative in this CommitteeÈs report(s) to those Meetings.
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Minutes of the Lexington Capital Expenditures Committee (CEC) Meeting
January 14, 2014
The following comments were made:
Fire Station Headquarters Replacement Design: The reportÈs narrative will
acknowledge that the $300,000 request may not be spent in FY2015; this is a
placeholder. It will be noted that this Committee supports the position that this is the
TownÈs highest priority for replacing/renovating major buildings.
School Building Envelope and Systems Program: There are inconsistent amounts
and scope in the White Book that need to be resolved.
Community Center RenovationÄDesign and Sidewalk Construction: After discussion
about this project and its two components, it was generally agreed that this
Committee will suggest the following at the Summit meeting: Phase 2 is not ready for
either of those Meetings; it is anticipated that additional funding will be needed for
Phase 1; and the sidewalkÄwhich the Committee unanimously endorsesÄhas its
construction carried as $250,000, but as design has not even started, construction
funding should not be appropriated along with the now-pending supplement for
Phase 1 nor tied to Phase 2. The updated budget for Phase 1 should be available on
st
January 21.
Hastings School Renovation/Replacement: This Committee will discuss the absence
of this project in the White Book. The Town has submitted a Statement of Interest to
the Massachusetts School Building Authority (MSBA) as the TownÈs application for
State funding. Although a response from the MSBA is not expected before the
2014 ATM, it is reasonable to expect it in FY2015 and if the response is positive, the
Town would have to act quickly to appropriate funds for the Feasibility Study. This
Committee, therefore, believes the project should be included in the FY2015 budget.
Lexington High School Modular Classroom Construction: Mr. Addelson explained
that although this project was funded at the fall 2013 STM, it is included as a FY2015
project request because the impact of the debt financing is significant and needs to
be integrated into all of the tables in the White Book. He added that the White Book
explains that funding has already been approved, and Town Meeting will not be
asked to vote on this again.
Massachusetts Avenue Intersection Improvements: It was noted that if this isnÈt
approved as a State Transportation Improvement Program project, it wonÈt be
pursued. Mr. Addelson said that if approved, the $500,000 being requested would
not be spent without specific, prior, approval by the BoS.
School Classroom Furniture: This Committee should ensure the scope of this project
has been properly revised considering how items previously presented under this
project have had other funding sources cited.
Mr. Addelson confirmed that two projects, one for the Municipal Parking Lot Improvements
and the other for Hastings Park Overhead Wires, have been removed from consideration in
the FY2015 budget.
Mr. Kanter reported that he had e-mailed to this Committee a table showing the CPCÈs
votes taken, so far, on the projects submitted to the CPC requesting FY2015 funding from
the Community Preservation Fund. He also said that it is anticipated that the sequence of
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Minutes of the Lexington Capital Expenditures Committee (CEC) Meeting
January 14, 2014
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events on March 24 will be to open the ATM, recess it, open the STM and conduct its
business, dissolve the STM, and resume the ATM.
ACTION ITEM: Ms. Hai agreed to draft and distribute to this Committee the statement she
plans to make at the Summit meeting in response to the Town ManagerÈs request for this
CommitteeÈs comments on the Capital Budget in the White Book.
Mr. Kanter commented on the following additional items
Comments on the White Book:
from his review of the White Book:
Pages 3 and 5: There are some changes in the debt-service-mitigation tables, and
he would like to know why.
Page 5: When was the $350,000 for FY2016 exempt-debt-service mitigation first
identified.
Page 5: What is the reason for the reference to the Hastings School as a renovation
rather than as a reconstruction?
Section I (Overview): The calendar for the FY2015 Budget Process is missing the
STM.
Section II (Revenues), Page II-4: The source amounts for the Total amounts donÈt
add to the Totals.
In response to questions about use of the Health Insurance Reserve, Mr. Addelson
explained that the Health Claims Trust Fund holds the cumulative balance from employee
contributions for health insurance, and these funds can only be used for health-insurance
costs. Article 4 will show the use of $1.0 million from this Trust Fund to pay for
health-insurance benefits for which the Town is responsible. The result is that $1.0 million
less will be needed from the General FundÄfreeing that amount up as partial funding for
the proposed FY2015 allocation to the Other Post-Employment Benefits (OPEB) fund which
is toward the unfunded liability for retiree health benefits.
Mr. Kanter reported that the lowest bid for the first phase of the High School Modular
Buildings came in approximately $900,000 over the portion of the appropriation budgeted
for that phase. He did not know whether the project will be re-bid or whether there will be a
request at this time for additional funding.
Content, Organization, and Responsibilities for the CommitteeÈs Report(s) to the
Mr. KanterÈs handout
2014 ATM and the expected accompanying March 24, 2014 STM:
showing the condensed Table of Contents from this CommitteeÈs report to the 2013 ATM
and draft assignments for each section was discussed. In a few cases, more than one
person is assigned to a topic. He said each person should work on the ÅProgramsÆ
component of the report that correlates with their liaison assignments. Where important to
highlight, updates on previous projects would be included. Also included would be forward
references (but not extended descriptions) to the FY2015 projects that will be listed in the
later section of the report(s).
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Minutes of the Lexington Capital Expenditures Committee (CEC) Meeting
January 14, 2014
ACTION ITEMS:
Mr. Kanter will begin preparation of the outline of the report, As has been the
CommitteeÈs practice, supplemental text normally is not added in the Warrant Article
Analysis and Recommendations section later in the report unless it provides a
minority opinion or there are policy concerns that warrant being stated there.
Ms. Hai will draft the Executive Summary.
Ms. Manz will incorporate recently received information regarding ADA deficiencies
into the material she prepares.
To provide a starting point for the ÅProgramsÆ write-ups, Mr. Kanter will provide an
electronic copy of theCommitteeÈs report to the2013 Annual Town Meeting.
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Initial drafts of the ÅProgramsÆ inputs should be prepared for the January 25
meeting.
Final drafts of the ÅProgramsÆ inputs should be submitted to Mr. Kanter no later than
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noon on Sunday, February9.
Mr. Kanter will prepare a strawman report after he incorporates the member inputs,
with the goal that this Committee will begin, if not started earlier, to take straw votes
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at the February 11meeting.
Once the major tables in the report have been prepared by Mr. Kanter, he and
Mr. Hurley will work on proofing the cross-references in the report and the footnotes
for those tables.
Ms. Hai will ask Mr. Addelson if the two tables in the White Book can be merged to
create the TownÈs five-year Capital Plan.
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The goal will be for the final report to go to the printer on March 12 and to be published by
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March 17Äthereby meeting the objective of having the report available to all Town
Meeting members at least one week before the first deliberations are expected on matters
addressed in the report.
Mr. Burnell advised that he is preparing a report on the municipal capital Articles for the
TMMAÈs booklet for the Information Sessions held by the TMMA before the Town Meetings.
Mr. Kanter volunteered to provide Mr. Burnell with this CommitteeÈs knowledge about those
Articles.
A Motion was made and seconded to rescind the January 7, 2014,
Approval of Minutes:
vote to approve the Draft Minutes of the CEC Meeting, December 20, 2013, and to
approve, instead, the Draft #2 Minutes of that meeting.
Vote: 5Ã0
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It was decided that a meeting isnÈt needed on Tuesday, January 21. The
Next Meetings:
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next scheduled meetings are at 8:00 .. on the following Tuesdays: January 28,
AM
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February 4, February 11, February 25, March 4, March 11, and, tentatively,
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March 18th. It is hoped that final approval of this CommitteeÈs report will be on March 11.
Because Ms. Masterman will be out of town on that date, a meeting will be scheduled for
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March 14 to get her vote on the report.
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Minutes of the Lexington Capital Expenditures Committee (CEC) Meeting
January 14, 2014
Mr. Kanter asked for an opinion from this Committee regarding the
Liaison Reports:
earlier-discussed proposed transfer of about $5.8 million into the Capital-related
Stabilization Fund. He believes that if a project requires a Proposition 2 debt exclusion,
the referendum should be for the full amount of the project so that the public understands
the full financial impact. He does not object to using the funds for an entire capital project
that does not require such a referendum. There was general agreement with that concept.
A Motion was made and seconded at 10:00 .. to adjourn.
Adjourn:Vote: 5Ã0
AM
These Minutes were approved by the CEC at its meeting on January 28, 2014.
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