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Minutes of the
Lexington Capital Expenditures Committee (CEC) Meeting
January 28, 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:
Jon Himmel, Chair, Permanent Building Committee (PBC) and member,
Others Present:
Ad hoc Community Center Advisory Committee; Sara Arnold, Recording Secretary
Documents Presented:
Notice of Public Meeting/Agenda for January 28, 2014, Meeting
2014 ANNUAL TOWN WARRANT TABLE OF CONTENTS as presented to the
Board of Selectmen (BoS) at its meeting, January 27, 2014
Community Preservation CommitteeÈs FY2015 Project List, January 9, 2014, with
Final Votes to that Date and with Mr. KanterÈs Annotations from the
January 16, 2014, meeting of that Committee
Lexington Capital Projects Responsibilities Matrix, January 2014 Draft, prepared by
Mr. Himmel
Draft Minutes of the CEC Meeting, January 14, 2014
Draft Minutes of the CEC Meeting, January 15, 2014
Ms. Hai called the meeting to order at 8:05 ..
Call to Order:
AM
Approval of Minutes:
There was discussion about amending the wordingregarding support for the Community
Center sidewalk in the draft Minutes for the January 14, 2014, meeting so as better to
reflect the decisions at that meeting. A motion was made and seconded to approve the
Minutes, as amended.
Vote: 5Ã0
A motion was made and seconded to approve the January 15, 2014, Minutes.
Vote: 5Ã0
Mr. Himmel
Organizational Roles and Missions as They Relate to Capital Projects:
explained the matrix that he distributed which illustrates the three phases of a capital
project, the multiple components associated with each phase, and the roles that he
believes should be assumed by the 11 different stakeholders he identified. He added that
as phases one and two progress, the known information about a project increases, as does
the accuracy of the estimated costÄwhich is to be expected.
Points made during this part of the discussion included:
During the Study Phase, a contract team develops a schematic design and
estimated costs are based on projected square footage.
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Minutes of the Lexington Capital Expenditures Committee (CEC) Meeting
January 28, 2014
During the Design Phase, the data from the Study Phase are tested and the
project moves into design development, after which construction documents are
generated.
The Construction Phase includes bidding the project and actual construction.
For each phase there is usually a separate award. For the first two phases, there
is a selection committee that chooses to whom to make the award based on
criteria; it is common to use different contractors for these phases. In the third
phase, the Town generally makes the award to the low bidder or must describe
why the low bidder is not being selected.
The Town created the Department of Public Facilities (DPF)to manage the
TownÈs buildings and to oversee projects associated with those buildings. While
the DPF staff does an excellent job, there are many demands placed upon it.
Mr. Himmel believes that some Town projects have become more complicated and/or more
costly than necessary for reasons that may include the following:
The decision makers have not been clearly identified.
The decision makers have included groups that do not have the appropriate
expertise to make decisions in a timely and efficient manner and/or to make
decisions that factor in the financial ramifications.
When a future user of a facility is making decisions the costs tend to increase.
The role of the PBC has not been clearly defined, particularly as it relates to the
DPF, but this is evolving.
During the discussion, Mr. Himmel identified projects that were not given to the PBC for
oversight, including the High School modular buildings, the Cary Memorial Building
renovations, and the Community Center renovations.
Mr. Himmel said that the PBC includes architects, builders, a building superintendent, and a
facilities manager, and he would like to see the Town take advantage of the PBCÈs
expertise more frequently and earlier in the process. He noted that architects have a
time-tested process for evaluating and working on projects. He believes that the Town
needs a policy that provides guidance for determining which projects go before the PBC
and use of the matrix can help the Town have a better process for pursuing capital projects.
Mr. Himmel said that he has recently met with Carl Valente (Town manager), Deb Mauger
(Chair of the BoS), and Pat Goddard (Director, DPF) to discuss his concerns. They
suggested he meet with this Committee, the Appropriation Committee, and the School
Committee. Mr. Kanter volunteered to help Mr. Himmel package his presentation in a way
that more clearly defines the issues. Ms. Masterman suggested using some illustrative
case studies. Mr. HurleyÄwho is this CommitteeÈs designated liaison to the PBCÄasked to
be included on the PBC e-mail list so that he can attend its meetings.
Mr. Kanter reported that,
FY2015ÃFY2019 Capital Program, including Specific Projects:
to his knowledge, only the Community Center capital project has experienced changes
since the last meeting of this Committee. That projectÈs scope has revised to reflect further
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Minutes of the Lexington Capital Expenditures Committee (CEC) Meeting
January 28, 2014
changes (e.g., to enlarge the dining area beyond that identified in the fall 2013 plans) and
the estimated cost has been revised as it is now based on the design effort having
progressed further toward completion. Also being recognized is the advice from the BoS
that based on higher-priority capital needsÄspecifically those supporting public safetyÄa
funding request for Phase 2 of Community Center project is not likely to be presented to
Town Meeting for several years. Without including funding for a full enhancement of the
heating, ventilating, and air-conditioning (HVAC) system, there would need to be a request
for about $1.7 million to supplement the $3.169 million Phase 1 appropriation that was
approved at the November 4, 2013, Special Town Meeting (STM)Äwhich would increase
the total estimated cost for Phase 1 to about $4.9 million.
Costs and timing for the fully enhanced HVAC upgrade are yet to be determined. If this
component were to be included with the rest of the Phase 1 project, occupancy of the
Community Center would likely be delayed approximately five months to about July 2015.
The alternative is to move into the building in January 2015 and further upgrade the HVAC
system after the building is occupied. The BoS has asked for updated cost and timeline
information for both of those options. The BoS has indicated a desire to do the project
ÅrightÆ rather than ÅfastÆ. At the same time, it recognizes that delays in opening the
Community Center have impacts that include:
Human Services Department, which manages the Senior Center in the Muzzey
Condominium building: There is a desire to move out of that building as soon as
practical to avoid renovations needed there and to be able to offer expanded
services in a Community Center.
The Recreation Department, which uses the Cary Memorial Building for program
space and storage: Cary Memorial Building is scheduled for renovations starting in
mid-2014, making it unusable for 18 months.
It is anticipated that the Selectmen will make a decision at their February 3, 2014, meeting.
The CommitteeÈs Report(s) to the 2014 Annual Town Meeting and Accompanying
: Mr. Kanter will compile the report(s) as soon as members supply
March 24, 2014, STM
him with their material. His goal is to have a strawman report ready for comment at the
CommitteeÈs February 4, 2014, meeting. He asked that each person include in the submittal
the amount that was appropriated for each line item in FY2014. If that line-itemÈs work
wasnÈt accomplished, consideration should be given to including an explanation as to why.
It was noted that Bill Hadley, Director, Department of Public Works, is developing answers
to questions that were asked by this Committee during his DepartmentÈs presentations to
this Committee on the DPW FY2015ÃFY2019 Capital Program.
Ms. Hai commented that Mr. Valente and Ms. Mauger expressed concern about this
CommitteeÈs verbal report at the latest Summit Meeting. Ms. Hai advised them that
everything that was reported had been discussed during prior meetings of this Committee
at which senior Town staff was present and that no concerns had been expressed by that
staff; therefore, she was surprised by any concern.
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Minutes of the Lexington Capital Expenditures Committee (CEC) Meeting
January 28, 2014
Member Concerns and Liaision Reports:
There was discussion about Committee-member involvement in the campaigns of those
running for Town-wide elections. Mr. Kanter advised the Committee that when the matter
was originally raised \[in December 2004\], at the request of Deborah Brown (then Vice-Chair
of the Appropriation Committee), that Committee adopted a policy to limit such involvement
and this Committee decided to follow the same policy. \[In January 2010, this Committee
revisited its decision and decided not to change it after Ms. Brown, then the Town
Moderator, reaffirmed her preference that her appointments to the Finance Committees so
limit their involvement.\] Ms. Hai, Ms. Masterman, and Ms. Manz reported that they had
never been informed by Ms. Brown about this policy when she appointed them nor had the
subject arisen since they joined this Committee, until today. Ms. Masterman stated that she
does not agree that committee members should have to forego the right to publicly support
a candidate in a Town-wide election. Mr. Hurley also had reservations about the policy.
Mr. Kanter said that the policy was adopted to avoid any perception of impropriety, as this
Committee must reflect impartiality in its dealings with elected officials.
ACTION ITEM: Ms. Hai will invite Ms. Brown to the next meeting to provide additional
context to this discussion with the intent to decide on what the CommitteeÈs policy on this
matter should be, moving forward.
Mr. Kanter reported that at its meeting last evening the BoS agreed to transfer $100,000
into the FY2015 street improvement project to support traffic-calming work on Shade Street
with those funds coming from the amount that would be proposed for addition to the
Capital-related Stabilization Fund. He also learned at that meeting that, as part of the
annual bonding next month, there would be $5.5 million for the 2014 Phase 1Äwhich is
now being rebidÄof the Lexington High School Modular Building project which had
$7.7 million appropriated at the November 4, 2013, STM for both that Phase and the 2015
Phase 2.
A Motion was made and seconded at 10:32 .. to adjourn.
Adjourn:Vote: 5Ã0
AM
These Minutes were approved by the CEC at its meeting on February 4, 2014.
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