HomeMy WebLinkAbout2013 RPT of CEC to ATM CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
CAPITAL EXPENDITURES COMMITTEE
TOWN OF LEXINGTON
tA
TH
r
REPORT TO THE
2013 ANNUAL TOWN MEETING
Released March 25, 2013
Submitted by:
Charles Lamb, Chair
Beth Masterman, Vice-Chair
Jill L Hai
Bill Hurley
David G. Kanter
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Summary of Warrant Article Recommendations
is at the end of the report
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Table of Contents
ExecutiveSummary.................................................................................................................................... 1
The Mission of the Capital Expenditures Committee.................................................................................2
Howto Read This Report...........................................................................................................................2
Summary of FY2014 Capital-Budget Requests..........................................................................................3
CapitalBudget............................................................................................................................................4
Big-Ticket Projects...........................................................................................................................4
The Community Preservation Act(CPA)........................................................................................5
Enterprise-Fund Projects..................................................................................................................9
Revolving-Fund Projects................................................................................................................ 10
Small-Ticket Projects..................................................................................................................... 10
Five-Year Capital Plan.............................................................................................................................. 11
Programs................................................................................................................................................... 15
Conservationand Open Space ....................................................................................................... 15
Senior/Community Center............................................................................................................. 15
Fire................................................................................................................................................. 15
Police.............................................................................................................................................. 18
Library............................................................................................................................................ 19
PublicWorks.................................................................................................................................. 19
PublicFacilities..............................................................................................................................23
Recreation......................................................................................................................................25
Schools...........................................................................................................................................26
Information Technology (IT) Infrastructure(Town-wide)............................................................27
Warrant Article Analysis and Recommendations.....................................................................................28
Article 8: Appropriate the FY2014 Community Preservation Committee Operating Budget and CPA
Projects (Multiple Categories) .......................................................................................................28
(a) 4i-chives&Recoz-ds ManagemewlConsez-vation(Histoz-ic Resouzces).....................28
(b) CPfl Conse-vation Res,(,-Ic,(on Enfo,-cement Funds(Open Space)............................28
(c) Caly Meinoi-ial Building Upgrades(Ilistoi-ic Resou,,ces)..........................................29
(d� Muzzey Senior Center Upgrades(Ilisto,-ic Resou,-ces)..............................................29
(e) Vismoz-Centez-Design Phase(Hiistoz-ic Resoulces)....................................................30
(fJ Pa,,k andPlayg,,oundllnp,,oveynents(Recreation).....................................................30
(g) Pa,-k lmp,-o vements flthletic Fields(Rec,-eation)...................................................31
(h) LincolnPa.-kField1mp,-ovemena(Recreation).........................................................31
Lexington Center Pocket Pa,-k andflncilla,-y Costs(Open Space).............................31
6) Mez-z-iam Hill 1i,-esez-vation Pz-oject(Histoz-ic Resouzces)...........................................32
(k) Moon Hill National Registe,-Noinination P-ojea(Histo,-ic Resou,-ces)......................32
(9 Greeley Village F,,ont Doo,,s(Colnlnunity Housing)..................................................33
(m) LexHM Set flside Funds 1011 flcquisition of Coininunity Housing
(Colnlnunity Housing)................................................................................................33
(n) fl CROSS Lexington Pedest,-ian/Bicycle Route Systein(Open Space)........................33
(o) Buckman Tare-n Restoi-ation and-Reno razlon(Hlsto,-Ic Resou,-ces).........................34
() X,-ghtFa,-n DebtSei-vice(Open Space)...................................................................34
(q) 4d1n1n1st,-at 1veB udget................................................................................................34
Article 9: Appropriate for Recreation Capital Projects..................................................................35
(a) Pine Meado ws Impi-o vemena.....................................................................................35
(b) Lincoln Pa,-kFieldlmp,-ovement s..............................................................................36
Article 10: Appropriate for Municipal Capital Projects and Equipment.......................................36
(a) Fi.-e Puinpe,-Replacement..........................................................................................36
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
(b) Cazy Memoz-ialLtbz-azy RFID Conversion Pl-oject....................................................37
(c) Head End EquolnentReplacelnent PhaseIV..........................................................37
(d� MIS Technology Impz-o Yemeni Pz-ogz-am Phase IL...................................................37
(e) Netwoz-k Redundancy andlmpz-o Yemeni Plan.............................................................38
(fJ Replace To wn-wide Telephone Systems—Phase IL....................................................38
(g) To wnwide Eleemonlc Document Management System Phase III............................38
(h) Hastings Paz-k Gazebo Rehabilltatlon Design............................................................39
Sheet hnpz-o vements andEasements...........................................................................39
Town-wide Culvez-tReplacelnent.................................................................................40
(k) Stoz-yn Dalnage Iynpz-ovelnents andNPDES Compliance...........................................40
(9 DPXEquapment Replacement.....................................................................................40
(In) Hastings Papk IPPigatlon.............................................................................................41
(n) Hydz-ant Replacement Pz-ogz-am..................................................................................41
(o) Compz-ehenstve XatershedStoz-1n Xatez-ManagementStudy andlmplementation...42
() Town wide Signallzatlon Impz-o vemeni........................................................................42
(q) Haz-twellfl venue Infz-ast-uctu-e Engineez-ing and Easements..................................42
(z) Side walk lmpz-ovements andEasements......................................................................43
(s� COnCOz-dflvenueSldewalk Const-uctlon andEasements............................................43
Article 11: Appropriate for Water System Improvements.............................................................44
Article 12: Appropriate for Wastewater System Improvements....................................................44
(a) Xastewatez-System Impz-ovements..............................................................................44
(b) Pump Statlon Upgpades..............................................................................................4S
Article 13: Appropriate for School Capital Projects and Equipment.............................................45
(a) School Technology......................................................................................................4S
(b) System-Xlde School Class,-oom andfldminlst,-ative Fu,-nit u,-e..................................46
(c) Tlme Clock/Time Repo,-ting System............................................................................47
Article 14: Appropriate for Public Facilities Capital Projects........................................................47
(a) MunlcoalBulldingEnvelope andSyste ms.................................................................47
(b-d, 1, &o)E xt Pao PdinaPySchool Repay Ppoject s............................................................ 17
(e) School Paving Prog,-am..............................................................................................48
(fJ Lexington High School Ore,-c,-o wding-Phase 3 Englnee,-ng andlmp,-o vements....49
(g) School Security Standa,-d1_at ion.................................................................................49
(h) Installed Fall Units—fli,-Conditlone......................................................................... 9
SchoolBullding Envelope andSyst emsProg,-am........................................................50
Cla,-ke Middle Sch ool Bus Loop..................................................................................50
(k) Hastings School Kitchen Reno vatlon..........................................................................SO
(m) Public Facilltles F350 Vehlcle....................................................................................SO
(n) Public Facilltles Bid Documents.................................................................................51
Article 15: Appropriate Bonds and Notes Premiums.....................................................................51
Article 19: Rescind Prior Borrowing Authorizations.....................................................................51
Article 20: Establish and Appropriate To and From Specified Stabilization Funds......................52
Article 21: Appropriate to Stabilization Fund................................................................................52
Article 22: Appropriate from Debt Service Stabilization Fund......................................................53
Article 25: Appropriate for Authorized Capital Improvements .....................................................53
Article 28: Amend General Bylaws—Town Meeting Warrant......................................................53
Article 29: Amend General Bylaws—Contracts and Deeds (Solar Energy Purchasing)...............54
Article 32: Amend General Bylaws—Electronic Voting...............................................................54
Summary of Warrant Article Recommendations......................................................................................55
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Executive Summary
Beginning last October, the Capital Expenditures Committee ("CEC") vetted proposals from municipal
departments, school administration, and various citizens groups for capital projects to be included in
Lexington's Fiscal Year 2014 ("FY2014") budget. Of those proposals, the ones in the recommended
budget are addressed in this report, along with this Committee's recommendations. A Summary of
Warrant Article Recommendations is at the end of the report and the individual Warrant Article
Recommendations begin on Page 28. As a result of the detailed review and refinement of capital requests
since the initial presentations, Town Meeting will observe that the CEC most often has joined a consensus
among the boards and committees relative to the capital articles being presented to it.
Our committee would like to draw Town Meeting's attention to the following items:
• Purchase of Land Off of Marrett Road
The Town has purchased land off of Marrett Road(also known as the"Scottish Rite"property)to be used
as a Community Center. Although the primary building on that property is in nearly-move-in condition, it
will still require a multi-year commitment to Design&Engineering and then to construction to expand its
functionality as a Community Center.
• The CPA
Use of the CPA in Lexington is now seven years old. The bonds that financed the purchase of Busa
Farm, Cotton Farm, and the Leary Land have been paid in full, eliminating a nearly $2 million burden on
the CPF last year. The absence of that burden this year has expanded the opportunity for new or
continuing projects in FY2014. The beginning of the debt service for the land purchase off Marrett Road
is among the beneficiaries of that.
• Big-Ticket Projects
In the foreseeable future, the Town must consider many "big-ticket" projects (i.e., approximately
$1 million or more), including,but not limited to:
• Cary Memorial Building—Renovation
• Community Center—Build-out
• Community(Affordable) Housing—Development and Acquisition
• Conservation/Open Space Land—Acquisition
• Greenways Corridor—Implementation
• Fire Station Central Headquarters—Renovation or Replacement
• Hammond A. Hosmer House (previously called the White House)—Build-out for a use
• Minuteman Career&Technical High School—Renovation
• Munroe School—Reuse if current agreement not extended with the Munroe Center for the Arts
• Police Station—Renovation or Replacement
• Recreation Facilities—A continuing need
• Roads—A continuing need
• School Buildings—Expansion, Renovation &Reconstruction
• Sidewalks—A continuing need
• Stone Building (previously the East Lexington Library)—Build-out for a use
• Traffic Mitigation—A continuing need
• Visitor Center—Expansion&Renovation
The BoS, School Committee, Community Preservation Committee, and Permanent Building Committee
will continue to evaluate, refine, prioritize, and schedule these projects for the next several years and
propose realistic cost proposals in the 5-year projections. The Town-wide Facility Master Plan, still a
work in progress,will contribute to that process.
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
The Mission of the Capital Expenditures Committee
From the Code of the Town of Lexington (§29-13):
A. Each year the Capital Expenditures Committee shall request and receive fom the
Town boards and departments a list of all capital expenditures that may be required
within the ensuing five-year period. The Committee shall consider the relative need,
timing and cost of these projects, the adequacy thereof and the effect these
expenditures might have on the financial position of the Town.
B. The Committee shall prior to each annual meeting for the transaction of business
prepare, publish and distribute by making copies available at the office of the Town
Clerk and at Cary Memorial Library, and by mailing or otherwise distributing to
each town meeting member, a report of its findings, setting forth a list of all such
capital expenditures together with the committee's recommendations as to the
projects that should be undertaken within the five-year period and the approximate
date on which each recommended project should be started. This publication may be
combined with and distributed at the same time as the Appropriation Committee
Report.
From the Code of the Town of Lexington (§29-14): The term capital expenditures shall mean any and all
expense of a nonrecurring nature not construed as an ordinary operating expense, the benefit of which
will accrue to the Town over an extended period of time.
From the Code of the Town of Lexington (§29-26):...the Capital Expenditures Committee shall state
whether it endorses each recommendation of the Community Preservation Committee.
How to Read This Report
Our report is divided into four sections:
• An overview of capital projects in Lexington;
• Presentation of a five-year capital budget;
• Spending history and general capital plan for each department and program; and
• This year's capital articles.
Where our narrative includes a "See Article —", it is referring you to that Article in the last section—
"Warrant Article Analysis and Recommendations". In that section you will find:
We have quoted the Town's or a Town Committee's documentation for each of the
Articles on which we are reporting. If we believe that quote has both adequately
described the proposed work and satisfactorily made the case for the Town's need, you
will not find us paraphrasing or otherwise reiterating either of those matters in this report.
However, additional narrative is included if we don't feel that is the case.
Our Committee's recommendations and how we voted are shown only in the boxed
header for each Article and, if applicable, in any sub-elements unless there are further
comments on our recommendation. If there are such comments, they will be in italics at
the end of the text below the boxed header.
Our oral report on Town Meeting floor will reiterate our written report and present any new information
not available as of this writing. When we report on a capital article on Town Meeting floor during the
deliberations, a committee member will provide the committee's recommendation and, if applicable,
comments related to that recommendation.
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Summary of FY2014 Capital-Budget Requests
Requests CEC
Recommended
Tax Levy Enterprise State Chap. Approp.& Difference from
Art. Debt Cash2 Funds3 90(Roads) Auth.Other Total Total
Community/Economic Development
8(b) CPA Conservation Restriction Enforcement $25,000 $25,000
80) Merriam Hill Preservation $3,000 $3,000
8(k) Moon Hill National Register Nomination $6,000 1 $6,000
8(i) Lexington Center Pocket Park $21,500 $21,500
Public Safety
10(a) Fire Pumper Replacement 1 $485,0001 1 1 1 1 $485,000
Culture and Recreation
10(b) Cary Memorial Library RFID Conversion $124,000 $124,000
8(h) Lincoln Park Field Improvements $228,250 $150,000 $186,750 $565,000
8(f) Park and Playground Improvements $147,500 $147,500
8(g) Park Improvements-Athletic Fields $65,000 $65,000
9(a) Pine Meadows Improvements $75,000 $75,000
Public Facilities Department
14(a) Municipal Bldg Envelope&Systems $173,954 $173,954
8(d) Muzzey Sr Center Upgrade Phase 3 $526,818 $526,818 -$526,818
8(c) Cary Memorial Building Upgrades $550,000 $550,000
14(b) School Building Flooring Program $125,000 $125,000
14(m) Public Facilities F350 Vehicle $80,000 $80,000
14(c) Schools Interior Painting Program $150,000 $150,000
14(d) School Window Treatments $50,000 $50,000
14(e) School Paving Program $150,0001 $150,000
14(f) LHS Overcrowding-Phase 3 $362,000 $362,000
14(n) Public Facilities Bid Documents $175,000 $175,000
14(g) School Security Standardization $370,000 $370,000
14(h) Installed Wall Units-Air Conditioner $56,000 $56,000
14(i) School Bldg Envelope&Systems $235,000 $235,000
140) New Clarke Middle School Bus Loop $35,000 $35,000
14o) Human Resources Office Renovation $29,50011 1 $29,500
14(k) Hastings Kitchen Renovation $90,000 1 $90,000
14(I) Print Shop Renovation $312,000 1 1 $312,000
Public Works Department
10(h) Hastings Park Gazebo Rehab Design $15,000 $15,000
12(a) Wastewater Sys Investigation&Improve $1,200,000 $1,200,000
10(i) Street Improvements $1,890,074 $924,164 $2,814,238
11 Water Distribution System Improvements $900,000 $900,000
100) Town-wide Culvert Replacement $390,000 $390,000
10(k) Storm Drainage Improve&NPDES Compl $184,845 $155,155 $340,000
10(I) DPW Equipment Replacement $349,000 $291,000 $640,000
10(m) Hastings Park Irrigation $73,0001 $73,000
10(n) Hydrant Replacement Program $50,000 $50,000 $100,000
10(o) Comprehensive Watershed Storm Water Mgt $390,000 $390,000
10(p) Town-wide Signalization Improvements $125,000 $125,000
12(b) Pump Station Upgrades $100,000 $100,000
10(q) Hartwell Avenue Infrastructure Improvements $800,000 $800,000
10(r) Sidewalk Improvements 1 $400,000 $400,000
10(s) Concord Avenue Sidewalks 1 $2,904,000 1 $96,0001 $3,000,000
Lexington Public Schools
13(a) Systemwide Technology Capital Request 1 $728,0001 $485,0001 1 1 1 $1,213,000
13(b) Systemwide School Furniture 1 $201,3871 $37,0651 1 1 $42,5791 $281,031
13(c) Time Clock/Time Reporting System 1 1 $30,0001 1 1 1 $30,000
General Government
10(c) Head End Equipment Replacement $60,000 $60,000
10(d) MIS Technology Improvement Program $160,000 $160,000
10(e) Network Redundancy and Improvement Plan $36,000 $36,000
10(f) Replace Town-wide Phone Systems-Phase II $146,000 $146,000
10(g) Town-wide Electronic Document Mgmt Sys $60,000 $60,000
8(a) Archives&Records Mgmt/Preserve/Consery $20,000 $20,000
Land off Marret Road Purchase See 14(n)
Non-Government
8(m) LexHAB Set-Aside for Housing Acquisition $450,000 $450,000
8(o) Buckman Tavern Restoration&Renovation $650,000 $650,000
8(I) Greeley Village Front Door Replacement $172,7341 $172,734
8(n) ACROSS Lexington Pedestrian&Bicycle $5,8751 $5,875
Totals $7,424,4821 75 ,75 01 $924,1641 $138,5791$119,559,11 5 52 6,
Not shown are$150,000 for the CPC's Administrative Budget(Article 8(q)),$36,875 debt service for the FY2013 purchase of the Wright Farm land(Article
8(p)),$115,000 debt service for the FY2014 purchase of the land off Marrett Road(March 18,2013,Special Town Meeting,Article 2),and$124,057 debt
service using State reimbursement for school upgrade project(Article 22).
2 All types(including set-aside for roads from FY2001 Override);see the Summary at the end of this report or the Warrant Article Analysis and
Recommendations,starting on Page 28,for the specific types.
3 Includes use of retained earning and debt;see the Summary at the end of this report or the Analysis and Recommendations for the specific types.
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Capital Budget
Lexington allocates appropriate resources to needed capital projects by considering them in four
categories:
• Big-ticket projects (greater than$1,000,000);
• Small-ticket projects (between$25,000 and$1,000,000);
• Enterprise&Revolving Funds projects (greater than $25,000); and
• Community Preservation Fund projects (any dollar amount).
The Capital Expenditures Committee:
• Assesses capital needs brought forward by each department (municipal and schools) as well as the
Community Preservation Committee(CPC) through the annual budgeting process;
• Works with those departments and the CPC to identify capital needs anticipated to manifest during
the next five years; and
• Independently examines public facilities, infrastructure systems, and prospective longer-term needs,
as well as issues and facilities not being addressed within any department;
• Through this report and in presentations, this Committee advises Town Meeting about the necessary
and prudent investments to maintain, improve, and create new facilities required to serve Lexington
citizens safely, effectively, and efficiently. During the year, Committee members also work with and
advise staff members in various departments, consult with other public committees, and make our
views known to the Selectmen and School Committee, in an effort to shape a responsible capital
budget for Lexington residents.
Please note these important caveats:
• All cost figures are estimates. The degree of accuracy varies by project. Those projected several
years into the future are the most uncertain. They are subject to refinement as projects are designed,
bid, and built. Even relatively near-term work is subject to cost uncertainties until projects are bid
and contracts signed as material, labor, and contract-management costs are often highly variable
even over a period of just a few months.
• The scope of future projects is often highly uncertain. Accordingly, project budgets are subject to
significant revision as the work is defined through the political and budgeting processes.
• Dates for appropriations and taxpayer impact of financing projects are given in fiscal years,
beginning July 1,unless otherwise specified.
Big-Ticket Projects
Big-ticket capital projects typically cost about $1 million or more and satisfy the conditions under which
the Town is permitted to borrow funds for at least 10 years. They require careful analysis,budgeting, and
broad support. The Town Manager and BoS' capital policy has generally maintained that such big-ticket
projects be funded through borrowing, consistent with their expected life and annual budgeting for
operating needs.
This borrowing can be done in one of two ways:
• Through voter-approved debt exclusions that place the costs of financing outside the
Proposition 2'/z tax-levy limit and ensuring broad support, or
• By absorbing into the operating budget any portion of the borrowing not covered by CPA funds.
This option has significant implications for the financing of other Town needs.
For example, the costs associated with renovating the Cary Memorial Library and certain additional costs
associated with renovation of the secondary schools were covered in the operating budget. Time was of
the essence for both of these projects as failure to have done so would have resulted in violation of a
deadline and subsequent loss of State certification and accompanying, substantial State funding.
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
When projects are funded under the CPA, a debt-exclusion vole is not required. Three examples of this
are:
• The authorization at the 2009 May Special Town Meeting to purchase the Busa property (total
cost$4.197 million).
• The authorization at the 2010 Annual Town Meeting of$1,500,000 of a$1,825,000 appropriation
for the Town Office Building Renovation.
• The authorization at the March 18,2013, Special Town Meeting of $7,652,500 toward the
$11,212,500 purchase expenses of the land off of Marrett Road.
The Projects Agenda
The following is an updated list of big-ticket items that are under consideration in Lexington:
• Cary Memorial Building—Renovation. (See 8(c))
• Community Center—Build-out. Building just purchased off Marrett Road; will require build-
out for occupancy and expanded functionality.
• Community(Affordable) Housing—Development and Acquisition. (See Article 8(m))
• Conservation/Open Space Land—Acquisition
• Greenways Corridor—Implementation. Projects to link open spaces with trails. A small project
is before this Town Meeting. (See Article 8(n)) The major West Lexington Greenway Project—
the proposed trail network west of I-95/Route 128 linking all Town-owner open space with the
centerpiece of the project to consist of a universally accessible trail linking the Minuteman
Bikeway with the Battle Road Trail in the Minuteman National Historic Park—has been studied.
• Fire Station Central Headquarters—Renovation or Replacement
• Hammond A. Hosmer House, 1557 Massachusetts Avenue (previously called the White
House)—It has been stabilized;will now require build-out for a use.
• Minuteman Career&Technical High School—Renovation
• Munroe School—Reuse if current agreement not extended with the Munroe Center for the Arts
• Police Station—Renovation or Replacement. Needed to accommodate current demands and to
improve working efficiencies.
• Recreation Facilities—A continuing need(See Articles 8(f–h) &9(a))
• Roads—A continuing need. There are several arterial roads that need reconstructing. At the
time of this report, there are no plans for a debt exclusion for roads. (See Article 10(i))
• School Buildings—Expansion, Renovation & Reconstruction. Expansion is needed at the
Lexington High School, renovation or replacement of the Hastings Elementary School, and
ultimately renovation or replacement of the High School. (See Article 14(f))
• Sidewalks—A continuing need. A large amount of work is needed on our sidewalks—in
residential areas, in the Central Business District ("CBD"), and in other business districts
elsewhere in Town. At the time of this report, there are no plans for a debt exclusion for
sidewalks. (See Article 10(q–s))
• Stone Building, 735 Massachusetts Avenue (previously the East Lexington Library)-
Build-out. It has been stabilized;will now require build-out for a use.
• Traffic Mitigation—A continuing need. This remains an important matter in recognition of it
often being a major concern to those in our residential districts. Actions taken are often an
element of road-related projects,rather than being solely to achieve the mitigation.
• Visitor Center—Expansion & Renovation. Has had a needs assessment; next would be a
concept, then D&E, and then construction funding. (Article 8(e) was to fund D&E, but that
request will be Indefinitely Postponed at this Town Meeting.)
The Community Preservation Act (CPA)
On March 6, 2006, Lexington voters approved adopting the CPA for our Town at the level of a
3% surcharge on property taxes. The proceeds under the CPA may be used for various capital projects
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
within the categories of Community Housing, Historic Resources, Open Space, and Recreational Use.
There are limitations in the Act regarding which projects within those categories can be funded under the
Act.
According to the CPC's "CPF Account Balances" &"Projects and Commitments", as of July 1, 2012:
• Town Meeting had approved $31,419,602 of projects that the CPC has recommended to Town
Meeting. Of that, $6,813,114 (21.7%) was for Community Housing, $7,340,079 (23.4%) for
Historic Resources, $9,592,017 (30.5%) for Open Space, $3,355,392 (10.7%) for Recreational
Use, and $4,319,000 (13.7%) for pending purpose(s) (i.e., the full approval for the Busa Farm
purchase and related expenses). Also, a yearly amount(now $150,000—and$730,000 to that date)
was for the Administrative Budget with unneeded funds returned,yearly.
Available for appropriation at these Town Meetings is $6,628,088 that consists of$1,958,131 in
available balances from the reserves and the undesignated fund balance and $4,669,957 in
estimated revenues during FY2014. The latter consists of the $3,691,000 from the CPA property
surcharge, $961,957 as the State supplement, and$17,000 as investment income.
• At this time, if all of the CPA-related projects that are before this Town Meeting and anticipated
ultimately to be recommended by the CPC for funding (see Articles 8(a)-c) & (f)–(o) and 14(n)),
the $36,875 appropriation for the Wright Farm Debt Service, and the $150,000 appropriation for
the Administrative Budget are approved by this Town Meeting along with what had been approved
at the March 18,2013, Special Town Meeting under Article 2 for the purchase of the property off
Marrett Road (the purchase price plus the ancillary costs, which includes the debt service), that
would constitute $10,018,234 in additional project approvals: $622,734 (6.2%) for Community
Housing, $8,981,500 (89.7%) for Historic Resources, $51,500 (0.5%) for Open Space, and
$362,500 (3.6%) for Recreational Use. That total does not include in the Historic Resources total
the $526,818 for the last phase of the Muzzey Senior Center Upgrade (see Article 8(d)) as, with
the purchase of the property off Marrett Road, it is anticipated that Upgrade request would be
Indefinitely Postponed. The unspent $561,518 of CPF cash appropriated at the 2012 ATM under
Article 8(d) for all the Upgrade design and engineering (D&E) and the initial construction would
be reviewed for release back to the CPF.
• Thus, considering the anticipated Indefinite Postponement of the new request for the Muzzey
Senior Center Upgrade and the likely release of last-year's Upgrade funding, both increases to the
CPF, and accounting for cash requirements of this year's program to be recommended to this
Town Meeting, the FY2014 Wright Farm (see Article 8(p)) and Marrett Road ancillary costs, and
Administrative Budget(see Article 8(q)) appropriations, all decreases to the CPF, that would leave
a cash balance in the CPF at the end of the 2013 ATM of$4,374,497.
Our CPA-surcharge funding is eligible for supplemental State funding based on each town's prior-fiscal-
year's property-tax surcharges, but the percentage is not guaranteed. When there are not sufficient funds
for a 100% match, the State does a 2"d-round, and potentially 3'd-round, calculation to determine the final
supplemental funding for those communities that have adopted the maximum 3% surcharge, including
Lexington.
Since the passage of the CPA, the supplements have been funded from the State's CPA Trust Fund that
gets its revenue from surcharges on the fees on property transactions at the Registries of Deeds. That
process continues,but based on State Legislature action and signature by the Governor on July 9, 2012, of
the FY2013 State budget, to the extent the State ends FY2013 with a surplus,up to the first$25 million of
that surplus also shall be added to that Trust Fund. Although that Legislative action only applies to any
FY2013 surplus, there were indications from the Legislative leaders they intend to repeat that provision in
each future fiscal year. As both funding sources for that Trust Fund are highly variable, there is
uncertainty about the level of future State-supplement funding.
i Calculated at 27.7% (rounded).
2 The Acts of 2012, Chapter 139, Section 155
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
This has been the history of distributions at the State level under the CPA in the years relevant to
Lexington:
For Communities Having Adopted CPA out of total of 351
Year in which Percentage of Total of all CPA Total Supplement
supplement distributed Number Massachusetts Surcharges($M) Amount($M) Percentage
FY2008 113 32.2% $68.1 $68.1 100.0%
FY2009 127 36.2% $74.1 $54.6 73.7%
FY2010 135 38.5% $78.2 $31.6 40.4%
FY2011 142 40.5% $82.0 $25.9 31.5%
FY2012 143 40.7% $84.8 $26.2 30.9%
FY2013 148 42.2% $89.2 $27.7 31.1%
Totals 1 $476.5 $234.1 49.1%
Notes: (1) Seven communities that have previously voted to accept the CPA will be eligible to receive their first
supplement in FY2015. (2) Distribution in FY2013 was net of $9,577 as an adjustment was made across the
distribution to correct for a prior-year error for Phillipston.
And here is the supplemental funding received by Lexington from the State, along with a projection for
FY2014:
Year in which Prior-Year's CPA State Supplement Percentage Total Suppl
supplement received Surcharge Collected' 1st Round 12nd Round 3rd Round Total Amount
FY2008(Actual) $2,556,362 100.0% N/A N/A 100.0% $2,556,362
FY2009(Actual) $2,777,882 67.6% 1.8% N/A 69.4% $1,927,708
FY2010(Actual) $2,931,678 34.8% 0.9% 0.5% 36.2% $1,060,390
FY2011 (Actual) $3,042,587 27.2% 0.6% 0.4% 28.2% $858,729
FY2012(Actual) $3,206,117 26.6% 0.6% 0.4% 27.6% $885,463
FY2013(Actual) $3,344,371 26.8% 0.6% 0.4% 27.8% $929,507
Total Actual: $17,858,997 Received to date: 46.0% $8,218,159
FY2014(Projected)3 $3,477,421 TBD TBD TBD 27.7% $961,957
Totals including projected:1 $21,336,4181 43.0% $9,180,116
1 The"actuals"are the net amounts as used by the State;the"projected"is the Town's projection for the gross collection.
2 The Total Suppl Amount includes$255 to correct an underpayment in FY2012 from an error with Phillipston's surcharge.
3 The projected percentage does not include any increase that would result from the State finishing FY2013 with a surplus.
(See earlier narrative regarding potential for up to a$25 million addition to the State's CPA Trust Fund.)
At this time, the latest estimate of the potential supplement percentage for FY2014 by the Massachusetts
Department of Revenue(DOR) Division of Local Services (DLS) is that the 1st Round should be 26%. As
shown above, our recent experience in the 2nd & 3'd rounds has been an additional 1.0%. For the FY2014
projections in the above table, we are using about the same as achieved in FY2013 and without
considering any potential increase because of an addition resulting from any FY2013 State surplus.
7
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Although there are other factors that will affect the size of the State's CPA Trust Fund from which the
supplements are made(e.g., its administrative expenses and interest earned on that Fund), the following is
a year-to-year comparison of CPA Trust Fund collections at the Registry of Deeds, its revenue source, for
the first 5 months of this Trust-Fund year which is the latest data we have been given, so far. Also
included in the last column is the change from last-year's collections to the year before that so the chart
provides the percentages for each of the last two year-over-year comparisons.
PA Trust-Fund (CDPATF) Collections at the Registries of Deeds ($M1)
ornpari on of CPATFs
. . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . .
Current to Last La'st: :lts.P revi us:
. . . . . . . . . . . . . . . . . .
Month F"Y 012120/3 F'Y201312014 Chainge Percentage ::. .Petden e
. . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . .
Oct $2.045, $2397 7 $0352 17.2 : : : : : : ;.7:5%-':
. . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . .
Nolv $2.187 $2.736 ,$0„549 25.1% .10: . . . . .
. . . . . . . . . . . . .
Diec $2364 364 ," 2.,559 ,$0.,194 8.2% .:: : : : : :
. . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . .
Jan $2.512 $2.7691 $0.257 10.2%
. .
Feb $2.174 $2.116 40.05 -2.7 . . . . h
Totalts' $11.282 $12.576 1 ,$1,295, 11.51%
Source: Massachusetts Department of Revenue's ((OR's) Monthly Reports of Conlnloctlons &a Refunds
(`I&ue Book11
I The months of the DOR's"Blue book". Although fees anlnocatable to the CPA gust. Fund are c6letted irl
each mor7tt7„ the Ally through April coal ectloris are report8d ir7 the subsequent menth's report, and then the
May& Juno conlnlectlons are combined and reported in the June report.
Totans may differ due to roun61ng. Does riot nnctude any adjustmants that may have beery made to
monthly data prior to the lat8st morith.
We can expect the Town-projected supplement for this year will be conservative because, so far, we are
still seeing an overall increase in collections over last year and that a State surplus might well make a
significant change in that Trust Fund balance. The Town, however, will receive whatever amount is
determined by the DOR when the DOR uses the established formula to determine each participating
municipality's share of the distribution that had been made in October of each year,but is now anticipated
to be made in November, starting with this year.
So while the supplement level has fallen substantially since our first year, as shown in the earlier table,
our Town will continue to receive significant help from the State toward the cost of our CPA-funded
projects.
8
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Net of all currently contemplated FY2014 actions, our projection for the CPA funding available for
FY2015 is:
Source Amount
Estimated FY2015 Surcharge at 3% Rate with -3.5% $3,820,185
increase over FY2013 Budgeted Surcharge
Estimate State Supplement Received in FY2015 at-28% $1,022,407
of FY2014 Budgeted Surcharge
Estimated FY2015 Interest Income on the CPF Balance $17,000
(same as FY2014)
Estimated Total Available for FY2015 $4,859,592
Existing Obligations (Preliminary, Pre-Bonding,
Estimates)
Wright Farm Bonded Debt Service $413,000
Marrett Road Bonded Debt Service $1,034,600
Estimated Existing Obligations 1,447,600
Net Available without End-of-FY2014 Balance $3,411,992
Foted End-of-FY2014 Balancet $4,374,497
Net Balance Available $7,7B6,489
t Includes the expected return to the CPF of the unspent $561,518
FY2013 appropriation for the Muzzey Senior Center Upgrades
Projects are put forth to Town Meeting for action by a Community Preservation Committee (CPC) whose
membership, in our Town,is prescribed in the Code of Lexington as follows:
§ 29-23A. There is hereby established a Community Preservation Committee pursuant to Section
5 of Chapter 44B of the General Laws (the "Act") consisting of nine members. The Board of
Selectmen shall appoint three members of the Community Preservation Committee and the
following bodies shall each select one of its members for membership on the Community
Preservation Committee: the Conservation Commission, the Planning Board, the Recreation
Committee, the Historical Commission, the Housing Authority and the Housing Partnership.
Town Meeting can only approve, reduce, or disapprove a project and it cannot change the purpose. Town
Counsel has provided an opinion that Town Meeting can change the funding mechanism (cash or debt).
As with any capital project, the CEC will give our recommendation on each of the projects put before the
Town Meeting. (See Article 8)
The CPA provides an alternative funding mechanism for capital projects. The CPA creates a separate
pool of money that can be used for a limited set of projects and cannot be prioritized against the Town's
traditional capital needs.It is this dichotomy of funds and debate that is challenging.
See the CPA Summary in the Brown Book (Appendix C, Page C-3) for a summary of the CPF status as
of its publication on March 1st of this year.
Enterprise-Fund Projects
The Town operates three enterprise funds for revenue-producing activities funded outside the tax levy by
user fees: water distribution, wastewater distribution [sanitary sewers], and certain recreation services,
such as the golf course, swimming pools, and tennis courts. Recreational playground equipment, in
contrast, is not fee generating and capital investment for such equipment is therefore funded as part of the
small-ticket program. $100,000 per year is paid from the Recreation Enterprise Fund for Lincoln Field
debt service that is expected to continue until February 1, 2018, when that debt will be retired. Unlike
property-tax revenues, enterprise-fund fees are not subject to a limit under Proposition 2'/z.
Coming before this Town Meeting are recommendations for projects in support of responsibilities of the
Water, Sewer, and Recreation Enterprise Funds. These include Park and Playground Improvements (see
Article 8(f—h)), Pine Meadows Improvements (see Article 9(a)), DPW Equipment Replacement (see
9
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Article 10(1)), Water Distribution System Improvements (see Article 11), and Wastewater (Sanitary
Sewer) System Improvements (see Article 12)).
From a capital standpoint, enterprise-funded projects are evaluated in terms of service and cost. For
example, Recreation-Enterprise Fund funds have been used to initiate renovations and improvements
to the Irving H. Mabee Pool Complex. Approved at the 2010 ATM was Recreation-Enterprise funding for
the replacement of the hot-water, ventilation, and exhaust systems, and addressing compliance and safety
issues.
Revolving-Fund Projects
Revolving funds established under the provisions of Massachusetts General Laws Chapter 44,
Section 53E'/z, must be authorized annually by vote of the Town Meeting. The fund is credited with only
the departmental receipts received in connection with the programs supported by such revolving fund, and
expenditures may be made from the revolving fund,without further appropriation, for those programs.
Revolving funds are usually expended to cover non-capital costs and, therefore, this Committee normally
doesn't report on their annual authorizations.
Small-Ticket Projects
Capital projects that not qualify as big-ticket projects are funded from the tax levy. Generally, they cost
between $25,000, the minimum qualification for consideration as a non-CPF capital expenditure, and
$1 million, and represent projects that should be funded on a regular, timely basis to maintain Town
infrastructure. With the creation of the Department of Public Facilities as well as the Building Envelope
"set-aside" passed in the June 2006 operating override, a new emphasis has been placed on continual
infrastructure maintenance, a move that this Committee naturally applauds. We continue to work closely
with the stewards of our assets to prioritize, plan, and project such work for a period of five years or
more.
10
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Five-Year Capital Plan
The table on the next three pages summarizes the five-year capital plan that this Committee is submitting
for Town Meeting consideration. It reflects the expected 2013 ATM FY2014 appropriations and the
contemplated FY2015—FY2018 requests. We started with the amounts and timing shown in the Brown
Book, Pages XI-25 & XI-26. Those requests have been updated based on any information we received
after it was published. We have made some additional entries in the out years where we feel there might
be potential requests based on earlier studies, design& engineering work, or the existence of a
multi-phase project, but where there is no formal position taken by the Town. In that vein, there are
important caveats to that table:
• Please see the footnotes for some information on the status of many of the entries and how this
Committee's position differs from that presented by the Town in the Brown Book.
• There are a large number of GF, CPF, and potential debt-exclusion Big-Ticket Projects facing the
Town in the near future, not all of which are shown in the out-years of this five-year plan which
only goes out to FY2018. Excluding the millions of dollars of TBD entries, the Hastings School
replacement, and the Marrett Road property's build-out, the total is about $104 million, which on a
per-year average for the 4 years is 32% more than the net FY2014 request not including the Marrett
Road purchase cost. Capital funds have been increased substantially from FY2013 to FY2014, but
even at that level it will be a challenge to fund all of the possible out-year projects. While this
Committee appreciates the Town's concern about citing a preliminary estimate for projects that are
not at all well defined, this Committee has a statutory requirement to present, evaluate, and make
recommendations on the Town's five-year capital needs. So we are pleased that the Town began
developing a formal, Town-wide, Facilities Master Plan for the Municipal facilities and that a
BoS-appointed committee is working on that task. We continue to urge the Town to present a
prioritized and time-phased list of Big-Ticket Projects and their funding using a"best guess" for the
likely costs.
11
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
CEC FIVE-YEAR CAPITAL PLAN (FY2014,--FY2018)1
Capital Project Requests FY2014 Non-TBD
(by executing department) Request I FY2015 Plan I FY2016 Plan I FY2017 Plan I FY2018 Plan Totals
Fire
Software(Police&Fire/EMS) See joint entry below under Police
Fire Pumper Replacement $485,000 $485,000
Ambulance Replacement 1 $250,000 $250,000
Ambulance Replacement 2 $280,000 $280,000
Aerial(Ladder)Truck Replacement $1,000,000 $1,000,000
Portable Radio Replacement $50,000 $50,000
Town-wide Public Safety Radio System TBD
Subtotal-Fire(note TBD)1 $485,0001 $300,0001 $0 $1,000,000 1 $280,000 $2,065,000
Information Technology(IT)/Management Information Systems(MIS)
Head End Equipment Replacement $60,000 $125,000 $250,000 $435,000
MIS Technology Improvement Program $160,000 $84,000 $90,000 $334,000
Network Redundancy and Improvement $36,000 $120,0001 $100,000 $100,0001 $50,000 $406,000
Replace Town-wide Phone Systems $146,000 $255,0001 $52,000 $204,0001 $657,000
Subtotal-IT/MIS $402,0001 $375,0001 $361,0001 $554,0001 $140,0001 $1,832,000
Police
Software(Police&Fire/EMS)(Joint Entry) 1 $425,0001 1 $425,000
Subtotal-Police l Sol Sol 0 l $425,0001 Sol 425,000
Public Facilities
Public Facilities F350 Vehicle $80,000 1 1 $80,000
Public Facilities Bid Documents' $175,000 $75,000 $75,000 $75,000 $75,000 $475,000
East Lexington Fire Station Physical Fitness Room $75,0001 1 $75,000
Headquarters Fire Station Replacement $300,0001 $12,700,0001 $13,000,000
Police Station Renovation/Replacement TBD
Municipal Building Envelope and Systems $173,954 $178,3021 $182,7601 $187,3291 $192,012 $914,357
Cary Memorial Building Upgrades $550,000 $7,987,000 1 $8,537,000
Muzzey Senior Center Upgrade Phase 34 $526,818 $526,818
Build-out of the Stone Building' TBD
Hammond A.Hosmer House Build-out' TBD
Visitor Center Renovation&Expansion' $175,000 $1,692,900 $1,867,900
School Security Standardization $370,000 $370,000
Professional Devel/Conf Room Installed A/C Wall Units $56,000 $56,000
Human Resources Office Renovation $29,500 $29,500
Hastings Kitchen Renovation $90,000 $90,000
Print Shop Renovation $312,000 $312,000
School Building Roofing Program $157,930 $396,162 $554,092
School Building Envelope and Systems Program $235,000 $200,000 $200,000 $200,000 $200,000 $1,035,000
School Building Flooring Program $125,000 $125,000 $125,000 $125,000 $125,000 $625,000
School Window Treatments Extraordinary Repair $50,000 $50,000 $50,000 $150,000
School Paving Program $150,000 $100,000 $100,000 $100,000 $450,000
School Interior Painting Program $150,000 $150,000 $150,000 $150,000 $150,000 $750,000
LHS Overcrowding' $362,000 $3,000,000 $3,362,000
Hastings School Renovation/Replacement' $1,164,000 $48,700,000 $49,864,000
LHS Heating Systems Upgrade Phases 2,3,&4 $250,000 $1,150,000 $2,250,000 $3,650,000
Diamond Energy Improvements $200,000 $200,000 $200,000 $200,000 $800,000
Middle School Science and Performing Arts Spaces $465,000 $175,000 $640,000
New Clarke Middle School Bus Loop Study $35,000 $285,0001 1 $320,000
Subtotal-Public Facilities(note TBDs) $3,470,272 1 $13,773,2321 $18,360,8221 $3,287,329 1 $49,642,0121 $88,533,667
Public Works
Mass Ave-Three Intersections Improvement' $500,000 $50,000 $550,000
Dam Repair $150,000 $525,000 $675,000
Street Improvements $2,814,238 $2,829,088 $2,844,309 $2,859,910 $2,875,902 $14,223,447
Hartwell Avenue Infrastructure Improvements10 $800,000 $8,000,000 $690,000 $8,890,000 $8,000,000 $26,380,000
Water Distribution System Improvements $900,000 $600,000 $600,000 $600,000 $600,000 $3,300,000
Wastewater System Investigation and Improvements $1,200,000 $1,200,000 $1,200,000 $1,200,000 $1,200,000 $6,000,000
Pump Station Upgrades $100,000 $600,000 $600,000 $600,000 $600,000 $2,500,000
Town Wide Culvert Replacement $390,000 $390,000 $390,000 $390,000 $390,000 $1,950,000
Storm Drainage Improvements and NPDES compliance $340,000 $340,000 $340,000 $340,000 $340,000 $1,700,000
DPW Equipment Replacement $640,000 $853,700 $665,000 $605,000 $705,000 $3,468,700
Hastings Park Gazebo Rehabilitation" $15,000 $75,000 $90,000
Hastings Park Irrigation $73,000 $73,000
Hydrant Replacement Program $100,000 $100,000 $100,000 $100,000 $100,000 $500,000
Comprehensive Watershed Storm Water Management $390,000 $390,000 $390,000 $390,000 $390,000 $1,950,000
Study and Implementation
Town-wide Signalization Improvements $125,000 $125,000 $125,000 $125,000 $125,0001 $625,000
Continued on next page
12
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
CEC FIVE-YEAR CAPITAL PLAN (FY2013-FY2017) (continued)
Automatic Meter Reading System $657,250 $496,000 $496,000 $1,649,250
Battle Green Master Plan-Phase 312 $570,438 $570,438
Lexington Center Pocket Park&2nd Alley13 $21,500 $95,000 $7,500 $35,000
CBD Sidewalk/Street Improvement/Landscaping $300,000 $3,500,000 $3,800,000
Sidewalk Improvement 14 $400,000 $400,000 $400,000 $400,000 $400,000 $2,000,000
Concord Avenue Sidewalks $3,000,000 $3,000,000
Subtotal-Public Works(note TBD.)Il $11,308,738 1 $17,518,2261 $13,084,0591 $17,030,9101 $16,221,9021 $75,163,835
Library
Cary Memorial Library RFID Conversion Project $124,3001 1 1 1 1 $124,000
Subtotal-Library 1 $124,0001 1 $124,000
Recreation
Center Track and Field Reconstruction $3,000,000 $3,000,000
Park Improvements-Athletic Fields $65,000 $100,000 $110,000 $200,000 $210,000 $685,000
Park Improvements-Hard Court Resurfacing $85,000 $50,000 $55,000 $60,000 $250,000
Lincoln Park Field Improvements $565,000 $570,000 $570,000 $1,705,000
Town Pool Renovation $1,188,308 $1,188,308
Pine Meadows Improvements $75,000 $275,000 $75,000 $425,000
Pine Meadows Equipment 1 $53,5601 $47,0001 1 1 $100,560
Athletic Facility Lighting 1 1 $287,5521 1 $483,150 $770,702
Park and Playground Improvements $147,5001 $65,0001 $65,0001 $65,0001 $65,0001 $407,500
ADAAccessibility Study 1 $60,0001 1 1 1 $60,000
Subtotal-Recreation $852,5001 $933,5601 $1,404,552 1 $1,508,308 1 $3,893,150 1 $8,592,070
Schools
System-wide Technology Capital Request $1,213,000 $1,200,000 1 $980,0001 $980,0001 $980,000 $5,353,000
Software Integration Services for School Programs $60,0001 1 1 $60,000
Systemwide Replacement of Clock and Bell System15 TBD
Food Service Equipment16 TBD
Time Clock/Time Reporting System $30,000 1 1 $30,000
System-wide School Classroom&Administrative $281,031 $100,000 $100,000 $100,000 $100,000 $681,031
Furniture
Subtotal-Schools(note TBDs) $1,524,031 $1,360,000 $1,080,000 $1,080,000 $1,080,000 $6,124,031
Town Clerk
Town-wide Electronic Document Management System- $60,000 $60,000
Phase III
Election System Upgrade $60,000 $60,000
Archives&Records Management/Records
Conservation&Preservation 17 $20,000 $20,000 $20,000 $20,000 $20,000 $100,000
Subtotal-Town Clerk $80,0001 $20,000 1 $20,0001 $20,0001 $80,000 1 $220,000
Community-Wide CPF Funded or,if noted,jointly with support from the GF
CPA Restriction Drafting&Enforcement Funds19 $25,000 TBD $25,000
Merriam Hill Preservation Project $3,000 1 1 1 $3,000
Moon Hill National Register Nomination $6,000 1 1 $6,000
LexHAB Set-Aside for Housing Acquisition See below TBD
Community Housing on the Leary Property20 $450,000 TBD
Community Housing on the Buse Property20 TBD
Buckman Tavern Restoration and Renovation $650,000 1 1 $650,000
Greeley Village Front Door Replacement $172,734 TBD $172,734
Marrett Rd Purchase&Community Center(also GF) $11,312,000 $950,000 $8,546,000 $20,808,000
Land Purchases TBD
Greenways Corridor Projects(also GF)21 $5,875 TBD
Subtotal-Community-Wide(CPF Funded) $12,624,609 1 $950,0001 $8,546,000 1 Sol $0 $21,664,734
Totals No Allowance for TBDs] $30,871,150 $3592309018 $4298569433 $2499059547 $71933790641$20497449337
t The following notes apply to all items below:(a)the amounts include all fund sources; (b)"TBD"indicates undefined at present,but
the potential exists for one or more requests in those years; (c) most FY2015-FY2018 amounts are not presented on an inflation-
adjusted basis;and(d)individual amounts may be below the$25,000 capital threshold if projected to be funded from the CPF.
2 Study was funded in FY2013 and this Committee is forecasting implementation in FY2015.
3 Increase above norm in FY2014 due to addition of D&E related to the purchase of land off Marrett Road.
4 Expected to be Indefinitely Postponed because of the purchase of property off Marrett Road for the siting of a Community Center
which will incorporate functions currently at the Muzzey Condominium location.See this Committee's Report to the March 18,2013,
STM for more information on that purchase.
5 Added by this Committee.
6 Deferred from FY2014;amounts slipped by one year without any adjustment.
7 Although shown in FY2015,the Construction funding request is expected to be accelerated to a fall 2014 STM.
Time and amounts for D&E and construction reflect a School Committee decision at its January 8,2013, meeting.
Continued on next page
13
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
CEC FIVE-YEAR CAPITAL PLAN (FY2013—FY2017) (continued)
9 Deferred from FY2014; amounts slipped by one year without any adjustment.That moves the $6,550,000 of construction funding
previously forecasted for FY2018 off the span of this plan.
1°FY2014 includes the partial sidewalk along Hartwell Avenue.
Construction funding in FY2015 added by this Committee after discussion with the DPW Director.
12 The FY2015 amount is a placekeeperfrom the Plan submitted to the Board of Selectmen, but doesn't represent any decisions by
that Board regarding implementation.
13 This Committee has adjusted the Town's FY2015 construction-funding estimate from $95,000, which was for doing both the
pocket park and the alley, to the estimated $51,600 for just the pocket park, and added its estimate for the projected D&E and
construction for the alley in FY2016&FY2017,respectively.
14 The FY2014 funding ($200,000) for the partial Hartwell Avenue has been moved to the above Hartwell Avenue Infrastructure
Improvements line.
15 While the replacement of the Town-wide Phone System may well accommodate the Schools clock-and-bell needs,this entry has
been added by this Committee in recognition that it may take a separate action to meet those needs.
16 While most of the food-service equipment is funded from its revolving fund, this Committee has added this entry as an
acknowledgement that some large equipment (refrigeration, freezers, oven banks, and line reconfiguration) would likely need
assistance from the GF.
17 The Town has only forecast funding through FY2016 so this Committee has added level funding in FY2017 & FY2018 in
anticipation that there will be ongoing support of these services at a declining level.
18 Although the following lines may show TBD or explicit dollar amounts, the only out-year commitment of the CPF is to fund the
debt service,each year,on all outstanding financing that the CPF was obligated to pay. See the 1st footnote in the table on Page 3
for those FY2014 debt-service amounts and the reference to that year's Administrative-Budget request.
" While the FY2014 funding is intended to address the funding needed to endow a 3rd party to hold the CPA-required conservation
restrictions for open space purchased using the CPF, this Committee has added an acknowledgement that there is likely to be a
need in later years to draft CPA-required restrictions on historic resources renovated using the CPF and then to endow a 3rd party to
hold them.
20 This Committee is acknowledging that there may be out-year funding required by the CPF or the GF to complete the design&
construction of the Community Housing on the Leary Property and the Busa Property.
The West Lexington Greenway Project could be included in the out-years in this line.
14
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Programs
Conservation and Open Space
The debt service for the Busa Farm has been fully paid. On March 19, 2012, the BoS endorsed the Busa
Land Use Proposal Committee (BLUPC) recommendation by directing the Town Manager to issue an
RFP for farming and to request LexHAB develop a proposal to use approximately '/4-acre of land along
Lowell Street for affordable housing. It has been presumed that the operation and maintenance of the farm
will not require any Town funds,but the LexHAB proposals will request funds at a later date, most likely
from the CPF. Since the Town's purchase, the property has remained under lease for farming with the
original owner.
Continuing the prior practice, funds are included in the Administrative Budget of the CPC to enable the
Conservation Commission to do preliminary appraisals and land surveys, and this year's request will also
cover a required update to the 5-Year Open Space and Recreation Plan. (See Article 8(q))
With regard to the West Lexington Greenway Corridor Project, the 2007 ATM voted $125,000 from the
CPF to hire an engineering firm to create a Master Plan for the entire West Lexington Greenway Corridor
with a focus on creating a new pedestrian and bicycle trail through conservation land by connecting the
Minuteman Bikeway with the Battle Road Trail. The planning and engineering firm Vanasse Hangen
Brustlin, Inc. (VHB)was hired and completed a Master Plan in August 2011 and, following comments by
the Greenways Corridor Committee, the 25% Design Drawings for the proposed Minuteman Bikeway
and Battle Road connector trail were completed by October 2012. The full West Lexington Greenway
Corridor is not ready for implementation; however, this Town Meeting will be asked to fund the route
marking for the remaining 35 miles of an approximately 40-mile pedestrian and bicycle route throughout
the Town. (See Article 8(n))
Senior/Community Center
The current Senior Center is located at the Muzzey Condominiums. In addition to senior activities, the
Center houses the Town's Human Services Director and the Veterans Services Agent's office. However,
with the Town's purchase of the land off Marrett Road, this Committee expects that no further funding
will be requested for improvements to the current Senior Center as a new Community Center,
incorporating the functions of the current Senior Center and housing at least the same Town staff that is
there now,will be the primary use of the Marrett Road facility.
For the record, this is a recapitulation of the Senior Center improvement plans. In Phase I, DPF directed a
study by Bargman, Henrie and Archetype ($45,100 under 2010 ATM,Article 8(o)) that produced a report
in May 2011 entitled "Muzzey Senior Center Life Safety Improvements". It recommended several
infrastructure improvements to the present Senior Center to proceed in two subsequent phases. Phase II,
funded from the CPF ($561,518 under 2012 ATM Article 8(c)), was to do the D&E up to construction
documents for both phases and to fund higher-priority work. None of the Phase II monies have been used
because negotiations with the Muzzey Condominium Associations regarding the planned work were not
successful, and then the potential Marrett Road purchase warranted a hold. The Phase III FY2014 CPF
request for $526,818 is expected to be Indefinitely Postponed. (See Article 8(d) for a description of the
work contemplated under both Phases II&III.)
Fire
The Fire Department uses industry standards and its own experience to establish the replacement schedule
for its capital equipment. Unlike many pieces of Town equipment, fire engines and medic (rescue-
ambulances) trucks are partially custom-made and equipped, require very detailed specifications, and
typically require many months between placing the order and the delivery and acceptance of a piece of
equipment.
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
The mission of the Fire Department in the 21" century has shifted beyond traditional firefighting to
emergency services, homeland security, and community education—with our firefighters now being
trained for Emergency Medical Services (EMS) and Advanced Life Support (ALS). The equipment to
perform these missions has changed with new technologies for firefighting and communications, yet the
basic pumper truck, ladder truck, and rescue-ambulance are still essential to the mission.
Lexington must continue to replace its aging equipment and retain back-up capacity. The table below
includes the forecasted need for replacing major capital vehicles in the current inventory.
The one capital request by the Fire Department for FY2014 is to fund the replacement of a recently
purchased Fire Pumper that is plagued with serious mechanical issues. (See Article 10(a))
The 5-year budget plan proposed by the Town Manager indicates that a D&E funding request for
replacement of the existing Fire Station Headquarters located at 45 Bedford Street will be made in
FY2015 followed by a FY2016 request for construction funding. This Committee wants more certainty
and awaits the BoS' determination of whether the project will be one of renovation and expansion of the
existing building or complete reconstruction on the present or an alternative footprint.
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Major Capital Equipment
Following is the current inventory of the Fire Department's major capital equipment—ordered by the
year of the currently-projected replacement funding:
Originally
Projected Projected
Replacement Model Year Put-in-Service Useful Life
Funding ID Type Make Purchased Date (Years) Original Cost
FY2014 E-2 Pumper Ferrara/Inferno 2010 2 Aug 2010 203 $544,034°
FY2015 M-06 Ambulance Chevrolet/ 2006 April 2006 10 $165,000 5
Lifeline
FY2017 L-1 Aerial Emergency 2000 June 2001 18 $588,000 6
One/Cyclone
FY2018 M-09 Ambulance Chevrolet/ 2009 Ju12009 10 $204,0007
Lifeline
FY2019 E-4 Pumper Ferrara/Internati 2003 Ju12003 203 $210,000
onal
FY2021 M-12 Ambulance Ford/Horton 2012 Mar2012 10 $251,1998
FY2021 E-3 Pumper Emergency 2004 Jan 2005 203 $345,000
One/Typhoon
FY2027 E-1 Pumper Ferrara/Intruder 2007 Apr 2008 203 $389,000
FY2030 E-2 Pumper Ferrara/Inferno 2010 Aug 2010 203 $544,0349
NotApplicable10 S-1 Bucket International 1984 1984
Truck
NotApplicable11 F-1 Brush Truck Chevrolet/ 2008 Oct 2008 10-12 $80,000
Kodiac
NotApplicable12 F-2 Brush Truck Ford/Skid-
Mounted Pump 2001 2001 10-12 $60,000
1 Includes ID series "E" (pumpers),"L" (ladder), &"M" (Medic) (M designation followed by vehicle year). Not included are ID
series"C"(cars),"F"(Forestry), "H"(trailer),"S"(service vehicles,including trailer),and a light unit as they are funded from the
operating budget with these exception: S-1 is a capital-equipment item that won't be replaced, and F-1 &F-2 previously had
been in the Capital plan for replacement,but are no longer in the capital-replacement schedule.
2 Plagued with serious mechanical issues.See Article 10(a).
3 Of the 20 years,it is expected that 10 will be spent as a front-line unit and 10 as a reserve unit.
° Net cost was $499,034 ($544,034 less $45,000 for the trade-in for old E-3), but gross cost being listed as future status is
unknown.(See footnote 2)
As of 28 Nov 2012,projected replacement cost in FY2015 is-$250,000.
As of 28 Nov 2012,projected replacement cost in FY2017 is-$1,000,000.
As of 28 Nov 2012,projected replacement cost in FY2018 is-$280,000.
8 Net cost was $241,199($251,199 less$10,000 for the trade-in for old M-3), but gross cost being listed as future status of a
trade-in is unknown—plus it's expected any purchase-8 years out will,as with all the other out-year purchases, be at a much
higher cost.
9 Net cost was $499,034($544,034 less$45,000 for the trade-in for old E-3), but gross cost being listed as future status of a
trade-in is unknown—plus it's expected any purchase-17 years out will,as with all the other out-year purchases,be at a much
higher cost.
10 This truck currently is used to service the remaining wired fire-alarm circuits. Its bucket was transferred overfrom a 1969
model-year truck that had been in the inventory. The Department is in the process of decommissioning and removing those
wired circuits. That work is done by department personnel on overtime.When that is completed—which is now expected to be
this fiscal year—it will be maintained for other uses, but when no longer of value, it will be removed from service, sold following
the surplus-equipment procedures,and not replaced.
11 Now being treated as an Operating,rather than a Capital,item.(Shown this last time just for continuity.)
12 The truck now being treated as an Operating,rather than a Capital,item. The skid-mounted pump can be easily moved from
truck to truck—and gets little use. It,too,would be replaced using Operating Funds.(Shown this last time just for continuity.)
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Fire Department 5-Year Capital Appropriation History (All Sources)
FY2009 FY2010 FY2011 FY2012 FY2013
Public Safety Radio Connectivity $50,000
Fire Trucks $500,000 $240,000
Rescue-Ambulances $200,000
Fire-Department HQ' $40,000 $100,000
Fire-Hydrant Replacement2 $50,000 $50,000
East Lexington Fire Station $47,500
Munroe Fire-Protection System' $579,550
Police& Fire/EMS Mobile $156,000
Computerization'
Self-Contained Breathing Apparatus $260,000
Fire HQ Alarm Receiver $30,000
Firefighter Protection Turnout Gear $88,000
Totals
Women's Shower(FY2008); Redesign Study(FY2009&2010 [includes$29,700 CPF)
2 Includes$25,000 each year from Water Enterprise Fund
' CPF(Ultimately completed for$345,325)
4 Joint with Police(shown in both departments)
Police
The Lexington Police Department (LPD), which provides public safety services through a team of
dedicated police officers, detectives, dispatchers and support staff, is supported by the Town's Capital
Program in the areas of communication systems, computer systems, and improvements to the facility in
which it is housed.
The FY2014 Capital Budget contains no requests for funding Police Department capital projects. The
Lexington Police Headquarters will benefit, however, from funds approved for FY2014 from the ongoing
request for Municipal Building Envelope and Systems (see Article 14(a)) to fund of extraordinary repairs.
The Police Department ceiling system replacements, interior painting, minor construction for improved
space utilization, and implementation of access controls for improved LPD internal controls are projects
approved for use of a portion of those funds.
We note that the Town's proposed 5-Year Capital Plan contains a project for the D&E related to a
renovation and add-on to the existing Police Station located at 1575 Massachusetts Avenue, although the
funding year and cost are not included in the Brown Book. As discussed above with the Fire Headquarters
Building Replacement, our Five-Year Capital Plan has this line under the Public Facilities Department.
Both the Police and Fire Departments described to our Committee the burdens they face with the current,
primitive, software used to track and report on their activities. The current software does not mitigate
inefficient use of personnel for extensive manual tabulation and does not generate the sophisticated
reporting that is essential and required in today's environment. A project proposal based on the 2004
Public Safety Staffing Review was drafted on September 15, 2008, recommended replacing the software
with one better aligned with the current needs of the Police and Fire Departments. This Committee fully
supports the upgrade and remains very concerned about this project's repeated postponement. First, in the
Town's FY2011—FY2015 Capital Plan it was projected that a study would be funded in FY2014
($10,000) with purchase in FY2015 ($400,000). Next, in its FY2012—FY2016 Capital Plan, the Town
projected a single funding of$410,000 (presumably study and purchase) for FY2016, and last year its
Capital Plan had slipped that same amount to FY2017. This year, the Town's FY2014—FY2018 Capital
Plan retains a single funding for FY2017, however now at $425,000. While this Committee appreciates
the Town's position that on-going coordination with Police and Fire Departments in other municipalities
will help to identify the best option for an enhanced,viable, alternate software, and that a transition to any
new software represents a substantial training burden on the departments, we are concerned that a
long-standing Public-Safety issue can't be addressed sooner than FY2017.
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Police Department 5-Year Capital Appropriation History (All Sources)
FY2009 FY2010 FY2011 FY2012 FY2013
Police& Fire/EMS Mobile $156,000
Computerization'
Police Station Space Preservation & 45,000
Needs Study
Police Station Ventilation System2 I $31,700
Totals
Joint with Fire(shown in both departments)
2 CPF
Library
Restoration work to, and updating the Massachusetts Historical Commission Inventory on, the Slone
Building (former East Lexington Library Branch), including a new roof, gutters, aluminum siding
removal, painting, and window glazing, were completed in 2010 using $202,933 from the CPF under
2010 ATM, Article 8(q). Although the Historic Structures Report on which this work was based
recommended a small addition to the rear, those plans were not acted upon as the Town has not yet
determined a new use for the building. The building continues to be maintained by the DPF under the
oversight of the Cary Library Board of Trustees.
In December 2010, architects Adams and Smith were hired to study how operations at the Main Library
could be improved ($25,000 under 2010 ATM, Article 12(q)). Funding of $100,000 for recommended
changes was approved under 2011 ATM, Article 13(1). The recommendations include changes to
workflow and ergonomics. This year's request for purchase of equipment, supplies and staff time to
convert Cary Library materials to Radio Frequency ID (RFID) is a direct result of that report. (See
Article 10(b))
Public Works
The Department of Public Works (DPW) is responsible for design, bidding, construction, and
management on projects related to all Town facilities except buildings that are assigned to the Department
of Public Facilities (DPF). The DPW is organized around seven elements: Administration, Engineering,
Highway Division, Public Grounds Division, Environmental Services Division, Water Division, and
Sewer(Wastewater)Division.
Major components of DPW's FY2014–FY2018 capital projects include:
• Road and sidewalk construction
• Water distribution and wastewater systems improvements
• Storm-water control and management
• Hartwell Avenue Infrastructure Improvements
• Trucks and heavy equipment necessary to accomplish the DPW mission
DPW's capital needs—except CPA, Revolving-Fund, or Enterprise-Fund projects—must be funded by
the general tax levy and/or voter-approved debt exclusions. Almost all construction projects for the
wastewater (sanitary sewer) system and for the water-distribution system are funded from Enterprise
Funds. Likewise, large trucks and heavy equipment used in support of the wastewater and
water-distribution systems are funded by Enterprise Funds.
Engineering
Engineering for all DPW projects is either done "in house" or contracted to outside consulting and/or
design firms. In addition to supporting on-going DPW work, it represents an essential component of the
development of a majority of our DPW's future projects. Engineering will oversee the design of multiple
projects funded in this-year's budget. (See Article 10(i–k) &(o–s))
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Roads
Lexington has a total of about 199 miles of roads, including State and unaccepted roads. That total
consists of 136 miles of Town-accepted roadways, about 17 miles of unaccepted roadways, and about
46 State-highway miles. DPW maintains the public roadways; the remainder being maintained by the
private owners or the State.
Funding for roads is a combination of State Chapter 90 funds and Town funds. (See Article 10(i))
In April 2010, the Town retained Fay, Spofford & Thorndike (FST), a civil-engineering consulting firm,
to develop and implement a Pavement Management System (PMS) for its public roadways and its bike
trail (approximately 5.5 miles). The study was completed in November 2010. The comprehensive study
developed an extensive roadway database describing actual pavement conditions and roadway
characteristics in order to better understand future roadway-funding requirements. The study reported the
replacement cost for the Town-accepted roadways would be in excess of$85 million in FY2011 dollars.
A more detailed analysis of the report is contained in this Committee's report to the 2011 ATM. This
Committee was extremely pleased to see the study as it provides a quantitative basis for determining the
condition of the pavements that the DPW maintains. That information, along with recognition of pending
associated impacts on our pavements (e.g., cuts for utilities work, construction for storm-water and
wastewater system improvements, sidewalk-related projects, etc.) offers the promise of an even-more
productive and cost-effective program going forward.
Sidewalks
Currently the town has approximately 63 miles of sidewalks. Because extending and upgrading many of
these sidewalks was long overdue, the BoS appointed a Sidewalk Advisory Committee in spring 2005.
Sidewalk maintenance is expensive, and issues of obstructions, easements, and objections from residents
burden new sidewalk construction. That committee's overall policy is to develop a prioritized sidewalk
construction plan focusing on the Safe Routes to School Program, other high-pedestrian-traffic routes,
and high-walking-hazard streets.
The FY2014 funding request will allow the accomplishment of projects outside the CBD, chosen through
the cooperation between the Sidewalk Committee and the DPW. That work includes D&E (as needed)
and constructing new sidewalks and rebuilding/repaving existing sidewalks, in both residential areas
(Article 10(r) &(s)) and along Hartwell Avenue(a non-CBD business district) (Article 10(q)).The survey
and design work for the construction of the sidewalk along Concord Avenue was funded at the
2012 ATM under Article 12(1). All work will be ADA Compliant.
For clarity and consistency, this Committee believes that funding requests for business-district sidewalks
should be presented separately from those for residential sidewalks so there should be three categories:
residential, CBD, and non-CBD business. We are pleased that is now being done in the final versions of
the FY2014 requests.
Town-wide Signal Improvements
Many of the Town's signals are outdated and sometimes malfunctioning. A DPW Engineering Division
study, funded with Traffic Mitigation funds, has identified those locations most in need of improvement,
after assessment of condition, signal timing, delays,ADA requirements, etc. (See Article 10(p))
Water Distribution System
Many of the Town's water mains were installed in the early 1900s and need to be replaced or cleaned and
lined. This is an annual program for replacement of unlined, inadequate, aged, and breaking water mains
to improve water quality, pressure, and fire-protection capabilities, and to reduce frequency and severity
of water-main break, as well as eliminate water-main"dead ends". (See Article 11).
Heavy equipment and trucks used by the Water Division are procured with Water Enterprise funds.
Where equipment is shared with the Sewer Division, the costs are shared. (See Article 10(1))
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
This Committee remains concerned that out-year funding is not based on a more quantitative basis where
the remaining useful life of all components of the system are taken into consideration; we understand that
Engineering is in the process of augmenting their facility data with additional parameters (e.g., materials,
age, etc.) that will enhance the ability to be proactive in their improvements program on a quantitative,
predictive, basis that will replace the current, level-funding, approach. We recognize that capital
expenditures for the water system do not impact property taxes, but they do affect every resident and
business through the water rates.
Hydrant System
The FY2014 funding for hydrant replacement is evenly divided between Tax Levy funds and Water-
Enterprise Fund retained earnings. (See Article 10(n)) This Committee continues to encourage
replacement at the fastest practical rate to ensure public safety.
Wastewater System
The wastewater (sanitary-sewer) system, like the water-distribution system, has sections that date back to
the early 1900s. Due to age-related deterioration, some sections are susceptible to storm-water infiltration
which increases the total flow to the Massachusetts Water Resources Authority (MWRA) treatment
system, resulting in increased charges to the Town, and causing overloading of parts of the system. There
is an ongoing program of investigating, evaluating, replacing and repairing sections of the system. (See
Article 12(a))
The wastewater-system funding request is developed in a manner similar to that done for the water-
distribution. (See comment above under Water Distribution.)
The wastewater system has 10 pumping stations that need continual maintenance and periodic updating
and which the Sewer Division has been upgrading. In September 2012, the engineering firm Wright-
Pierce performed a detailed survey of the pump stations, generating a 20-year repair/replacement plan for
the 10 pumping stations. This year's request is initial funding for work that is consistent with those
findings. (See Article 12(b))
This Committee has been advised that only one pumping station (the main station) has backup electrical-
power-generation capability and that during the 2011 "Halloween day" snow storm, several of the
pumping stations were without power so even using portable generators, it wasn't possible to keep four of
them from overflowing. Therefore, this Committee considers funding and installing of emergency
generators at other pump stations should be done as soon as practical. We are pleased to report that DPW
has made plans to accomplish that. They have identified the other strategic stations and, with a
combination of available Capital funds and their Operating Budget, this important enhancement began in
FY2013 with the Concord Avenue station and continues this year at the Worthen Road station.
Heavy equipment and trucks used by the Sewer Division are procured with Sewer Enterprise funds.
Where equipment is shared with Water Division, the costs are shared. (See Article 10(1))
Dam Repair
The State Department of Conservation and Recreation mandates inspecting every five year dams that are
rated significant hazard dams. An engineering study in 2010 of the Butterfield Dam on Lowell Street
revealed significant potential problems with the dam. The 2011 ATM, Article 10(a), funded the Phase I
engineering and construction and partial Phase II engineering for that dam. The 2012 ATM,Article 12(g),
funded continued Phase II engineering, construction services and the construction of Phase II
improvements.No funds are requested this year as construction will continue and be completed on Phases
I &II.
Funding is planned in FY2015 &FY2016 for design and construction to correct deficiencies in, and make
improvements to, the dam at the Old Reservoir.
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Storm-Water Drainage and National Pollution Discharge Elimination
Systems (NPDES)
Storm drains which line the Town's streets occasionally fail due to heavy loads passing over them and/or
loss of supporting soil around them thereby creating holes in the street. In addition, as streets are repaired
and repaved, it is frequently discovered that the storm-drainage system is seriously deteriorated.
Concurrent drainage system repairs are required to prevent further deterioration of a failing condition and
to protect newly paved secondary streets. It is also necessary to study and repair drains where overflow
conditions develop and/or complaints are received. (See Article 10(k)) This work is part of a National
Program that requires a State permit. New permitting regulations are anticipated that are expected to
increase costs and complexities of this work in future years.
Culvert Repair
There are more than 50 culverts in Town and many are near, or at, failure. Occasionally a culvert not on a
public roadway is discovered following a major rain event. The on-going culvert inspections are
confirming a need for replacement and extraordinary repairs. This is a companion program to the on-
going Watershed Management Plan. The 2011 ATM, Article 7(s), appropriated $65,000 for the review,
design, and permitting for repairs to the three culverts under the access road to the Hartwell Avenue
Compost Facility. The 2012 ATM, Article 12(d), appropriated $390,000 for replacement of those three
culverts and for D&E for repairs to culverts identified in storm-drainage studies. This year's request is
for replacement of a culvert on Concord Avenue. (See Article 100))
Comprehensive Watershed Storm Water Management Systems
The Town must maintain its 18 brooks, three watersheds, and its numerous wetlands in a condition such
that they do not reduce the volume of water that can be handled by our storm-drainage systems. Sediment
and broken tree limbs impede the flow of water and cause flooding and damage to private property, thus
creating liabilities for the Town. (See Article 10(o))
Public Grounds
The Town has approximately 630 acres of land of which approximately 110 acres are in parks,
playgrounds, conservation areas, athletic facilities, school grounds, and historical sites. In addition, Town
staff administers and maintains four cemeteries with a combined area of a little over 30 acres. The
Forestry staff maintains approximately 10,000 trees along roadways and an indeterminate number of
trees, shrubs, and plantings on Town-owned land.
This year's requests are for the design to rehabilitate the gazebo at Hastings Park and for installing
irrigation at that park. (See Article 10 (h&m))
Minuteman Bikeway
The 11-mile Minuteman Bikeway, which was opened in 1993, runs from the Alewife MBTA Station to
the railroad Freight House in Bedford. About half the total length of the Bikeway lies in Lexington. The
DPW's Public Grounds Division maintains the Lexington segment.
The Town's 5-Year Capital Plan carries no capital projects related to the Bikeway.
DPW Equipment
DPW has 153 pieces of equipment, of which 90 pieces had an individual acquisition cost in excess of
$25,000; therefore, their replacement would normally be subject to this Committee's review. The total
acquisition cost of the 153 pieces was approximately $6.86 million. To replace the fleet today would cost
about$8 million.
DPW has developed a well-conceived program of replacing the older, less fuel-efficient and high-
maintenance-cost equipment with standard, off-the-shelf vehicles and equipment that will last longer and
22
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
cost less to maintain and operate. Equipment replacement when acquisition costs are under $25,000, and
all automobiles, is funded with operating funds. The current 5-year equipment-replacement schedule
projects annual costs between $600,000 and $850,000 per year, in FY2012 dollars. FY2014 requested
procurements are consistent with that replacement schedule. (See Article 10(1))
DPW 5-Year Capital Appropriation History (All Sources)
FY2009 FY2010 FY2011 FY2012 FY2013
Capital from Tax Levy&Chapter 90 Funds
DPW Equipment $510,000 $520,923 $400,384 $365,000 $595,000
Street resurfacing&reconstruction $1,925,000 $1,238,125 $1,376,578 $1,546,602 $4,026,000
Street light/Traffic lights/Traffic mitigation $50,000 $50,000 $217,000 $87,000 $125,000
CBD Streetscape $240,000
Battle Green Area Improvements $203,845
Town-wide Culvert Replacement $390,000
Drainage/dams/brook cleaning $160,000 $160,000 $270,000 $770,000 $600,000
Sidewalk/bikeway improvements $275,000 $340,000 $200,000 $550,000
Geographic Information System $84,000
Street Acceptance-Pitcairn Place $125,000
Comprehensive Watershed Study $110,000 $110,000 $50,000 $165,000
Hydrant Replacement $25,000 $25,000 $25,000 $25,000 $25,000
Public Grounds I 1 1 $35,000
Totals $2,945,000 $2,313,048 $2,738,962 $3,078,602 $6,919,845
FY2009 was the first year that Capital Projects for both Municipal and School facilities were submitted by the then-new;
Department of Public Facilities. See the Public Facilities Appropriation History later in this report for its FY2009 and
following-years appropriations-which includes items for the Municipal&School Facilities.
2FY2013 includes$175,000 of D&E&$1,500,000 of construction for Grove Street&Robinson Road work that,although
off the site and,thus,is the responsibility of DPW, is in conjunction with the New Estabrook School project.
Capital from Enterprise Funds
Wastewater
Sewer System $1,200,0001 $1,200,0001 1 $1,200,0001 $1,200,000
Pump station upgrades $100,0001 $100,0001 $100,0001 $100,0001 $100,000
DPW Equipment $263,5001 $45,000
Geographic Information System $22,122 $14,400
Automatic Water-Meter Reading System $25,000
Sewer Totals $1,322,122 $1,602,900 $145,000' $1,300,000' $1,300,000
Water..
Water Mains Relining $1,800,000 $900,000 $900,000 $900,000
DPW Equipment $119,000 $57,420
Automatic Water-Meter Reading System $25,000
Geographic Information System $33,183 $21,600
Hydrant Replacement $25,000 $25,000 $25,000 $25,000 $25,000
Rehabilitate Standpipes I 1 1 $160,0001 1
Water Totals' $1,858,183 $1,090,600 $1,142,420' $25,000 $925,000
Capital from DPW Compost Operating Revolving Fund
Culvert Replacement L 1 $65,000
Revolving Fund Totals $0 $0 $0 $65,000' $0
Public Facilities
The Department of Public Facilities (DPF) is responsible for the coordination and care of all Town-owned
buildings including those under the control of the BoS, Town Manager, Library Trustees, and School
Committee. Expenses associated with the DPF staffing, maintenance (including preventative
maintenance), custodial services, capital-project management, utilities, landscaping and grounds (at
schools only), and building rentals are the responsibility of this department.
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
The DPF is organized around four areas of responsibility: Administration, Project Management, Facility
Maintenance and Repair, and Custodial Services. Administration is responsible for the administration of
the Department. Project Management is responsible for major capital renovations and providing staff
support to the Town's Permanent Building Committee for new construction. Facility Maintenance and
Repair is responsible for the maintenance and repair of all the facilities listed below. Custodial Services is
responsible for custodial services in all those facilities.
DPF is responsible for buildings at 22 locations: Town Office Building, Cary Memorial Building, Police
Station, Fire Department Headquarters, East Lexington Fire Station, Samuel Hadley Public Services
Building, Stone Building (previously used as the East Lexington Library), Cary Memorial Library,
Visitors Center, Council on Aging Facility (Senior Center in the Muzzey Condominiums,
1475 Massachusetts Avenue), Westview Cemetery, the Hammond A. Hosmer House, 9 schools, and the
Schools Central Administration(in the old Harrington School).
DPF has taken a systematic approach to solving problems that affect both Municipal and School
buildings, including roofs, flooring, building envelope, and school paved parking and sidewalk areas.
During FY2013, DPF further refined its estimates for these programs, which in some cases should be
more on-going maintenance than capital expenditures. However, as the needs exist and the work will be
funded using GF cash, the Committee supports these projects being in the FY2014 Capital Budget—
although we would look for them eventually to transition into the Operating Budget. (See Article 14(a–c,
&e))
This year's request for DPF Capital funding includes a wide range of important work to both enhance
buildings to meet the programmatic demands of the programs that occur in them as well as to attend to the
extraordinary repairs and maintenance that are essential to extending the useful life of the buildings. See
Articles 8(c) & 14 for the specifics.
24
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Public Facilities 5-Year Capital Appropriation History (All Sources)
Program FY2009 FY2010 FY2011 FY2012 FY2013
Department-wide
Town-wide Facilities Master Plan $65,000
Municipal
Public Services Building' $200,000
Hosmer House Stabilization $381,000
Library Material Handling System $100,000
Design
Building Envelope $153,750 $157,594 $161,534 $165,572 $169,711
Munroe School Fire Protection $579,550
Fire Headquarters2 $40,000 $70,300 $450,000
East Lexington Fire Station
Kitchen Upgrade $75,000
Cary Memorial Library $135,000
Town Office Building Renovation $325,0001 1
Schools
Eval of Middle Schools Science $35,000
Labs and Performing Spaces
New Estabrook $1,250,000 $42,342,248
Diamond Energy Improvements $25,000
Hastings Natural Gas Conversion $45,000
High School Overcrowding $175,000 $400,000
Renovations3
Public Facilities Bid Documents $75,000
Grounds Vehicle $80,000
Building Envelope $265,000 $376,500 $272,4001 $300,000 $215,000
Mechanical/Elec/Plumbing $1,340,000 $390,000 $50,000
Landscaping/Paving $65,000 $120,000 $175,000 $238,347 $100,000
Interior Renovations $365,000 $305,000 $174,000 $75,000
Bridge/Bownman Renovations $750,000 $21,950,000
Extraordinary School Repairs $378,000 $395,0001 $610,000
Totals $2,808,3001 $1,494,3941 $2,285,934 1 $25,233,9191 $44,742,959
' Allowed use of insurance-claim proceeds toward project cost;was not an increase in the project's
budget.
2 FY2009& FY2010 fundings were for D&E; FY2012 funding was for repair of the main equipment floor.
3 FY2012 funding for High School Overcrowding Renovations had been appropriated as part of
Extraordinary School Repairs, but is separated here as there's follow-on funding in FY2013 for Phase 2.
Recreation
Recreation Department programs are funded from three sources:
• Tax Levy (e.g., used for neighborhood playgrounds, athletic fields, and basketball court
improvements)
• Recreation Enterprise Fund (e.g., used for fee-based activities such as Pine Meadows Golf
Course, Irving H. Mabee Pool, Old Reservoir, and tennis courts)
• Community Preservation Funds (e.g.,preservation of recreation facilities, including those for fee-
based activities)
Fee collections for Enterprise Fund-based activities are weather dependent and can vary from year to
year. The Recreation Enterprise Fund makes an annual debt-service payment of$100,000 per year for
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Lincoln Fields (ending in February 2018). II had also made such payments of $30,000 for the Valley
Tennis Courts, but that ended in February of this year. It also makes an annual indirect payment to the
Town that in FY2014 will be$228,600.
CPF monies have enabled some large projects to be fulfilled, which otherwise might not have been
financially viable. Most recently, the Center Playfields Drainage Project that has been funded$2,392,754
through CPF appropriations in FY2011–FY2013.
At this Town Meeting, Recreation-related funding requests include funds to rehabilitate the rubber
playground safety surface and recondition one field at Lincoln Park, equipment for the Skate Park at the
Center Playfields,renovations to the baseball field at Sutherland Park(see Article 8(f)–(h)) and monies to
dredge the lower irrigation pond at Pine Meadows, as well as to begin phase 1 of a three-phase
replacement program for the Lincoln Park playing fields (see Article 9).
Recreation 5-Year Capital Appropriation History (All Sources)
Program FY2009 FY2010 FY2011 FY2012 FY2013
Athletic Fields $177,000 $70,000 $50,000 $60,000
Park, Playgrounds, &Tot Lots $75,000 $185,000
Pine Meadows Golf Course $200,000 $46,000
Swimming (Old Res&Center)t $60,000 $569,000 $25,0001 1
Tennis& Basketball $60,000
Center Playfields Drainage $875,173 $911,8631 $605,718
Town Pool Renovations $165,000
Totals 1 $372,0001 $839,0001 $950,1731 $1,076,8631 $896,718
t$20,000 of the FY2009 appropriation was not used as the FY2010 appropriation incorporated that
same scope.
Schools
Overview
The Lexington Public Schools provide educational, athletic, and club activities for 6,507 students in
grades K-12. (A year earlier, the total was 6,375.) Pre-school programs are also offered at the elementary
schools. Enrollment figures are those as of October 1" as required by the State's Department of
Elementary and Secondary Education for each academic year. For October 1, 2012, in the six elementary
schools there were 2,875 students (versus 2,816 the year before), in the two middle schools the total was
1,641 (versus 1,608 the year before), and the high-school number was 1,991 (versus 1,951 the year
before). The overall increase of 132 students represents just over a 2% increase and is almost exactly the
same proportion across each level of schooling (elementary, middle, and high school)—averaging about
10 more students per grade.
In addition to the six elementary-school buildings, and two middle-school buildings, the high school is a
complex of four, freestanding, academic buildings and a field house. Central Office ("Administration")
personnel and services are located in what had been the old Harrington School. The maintenance of those
fourteen buildings is overseen by the DPF.
School Technology Program
There is a long-term plan to upgrade technology throughout the schools by replacing the oldest
computers, peripherals, projection systems, network-delivery systems, and other associated hardware and
software. Included in this year's request is the installation of a wireless network for Bridge and Bowman
elementary schools to be consistent with other schools in the district and an expansion of an iPad pilot
program for middle and high school students. (See Article 13(a))
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Classroom and Administrative Furniture
On an annual basis the school department replaces and/or repairs old or outdated furniture such as student
and teacher desks, chairs, tables, filing cabinets and other basic furnishings. In addition to classroom and
office furnishings, other system-wide furnishings include conference and cafeteria tables, bookshelves,
and storage units. (See Article 13(b))
Equipment
Food-service operations in all schools serve hot and cold meals to thousands of students each school day.
It is essential to purchase and maintain equipment for preparing and maintaining cooked items and that
provides for safe distribution. The food-service operations are contracted to a private vendor, but the
purchase of equipment is the responsibility of the school system.
School 5-Year Capital Appropriation History (All Sources)
Program FY2009 FY2010 FY2011 FY2012 FY2013
Technology $600,000 $600,000 $696,000 $737,000 $1,002,000
Classroom Furniture $25,000 $50,000 $58,571 $150,000 $83,000
Pre-K-12 Master Plan $155,000
Food Service Equipmentt $55,0001 $75,0001 $99,5001 $64,000
Time Clock/Time Reporting System 1 1 $97,0001 1
Totals $835,0001 $725,0001 $951,0711 $951,0001 $1,085,000
In FY2012, includes$30,000 from the Food Services RE
Information Technology (IT)Infrastructure (Town-wide)
The IT infrastructure supports Municipal and Schools functions and includes Management Information
Systems (MIS) that entails both physical and software elements and is crucial to the everyday operations
of the Town. There are several requests for capital upgrades to that infrastructure. (See Article 10(c)-(g))
IT 5-Year Capital Appropriation History (All Sources)
Program FY2009 FY2010 FY2011 FY2012 FY2013
Public Safety Radio Connectivity $50,000
Telephone System Replacements $591,000
MIS Technology Improvement Program $165,000
Town-wide Electronic Documentation $410,000 $145,000
Management System
Totals 1 $0 $0 $0 $575,0001 $786,000
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Warrant Article Analysis and Recommendations
Cites of the "Brown Book"refer to the "Town of Lexington Fiscal Year 2014 Recommended
Budget& Financing Plan", March 1, 2013.
Article 8:Appropriate the FY2014 Funds Funding Committee
Community Preservation Requested Source Recommends
Committee Operating Budget
and CPA Projects (Multiple $2,979,427 CPA (Cash) +
$3,395 302 $186,750 Recreation EF See Below (5-0)
Categories) (RE) +$228,250 GF
(Debt) + $875 GF (Cash)
Project Description(CPA Category) Amount Funding Committee Recommends
Requested Source
(a) Archives &Records
Management/Conservation (Historic $20,000 CPF (Cash) Approval(5-0)
Resources)
"...This FY14 request begins the transition from the 5-year CPA funded preservation program addressing
the major backlog of conservation and preservation needs to an anticipated annual request in each of the
next 3 years for the treatment, digitization and microfilming of mid 20th century historic records. FY2014
request places emphasis on microfilming of bulky permanent records requiring permanent retention
including the Board of Assessor Minutes, Fire Records, General Register of Voters, and Register of Birth
and Marriages."
[Brown Book,Page XI-22]
Project Description(CPA Category) Amount Funding Committee Recommends
Requested Source
(b) CPA Conservation Restriction $25,000 CPF (Cash) Approval(5-0)
Enforcement Funds (Open Space)
"This request is for funding of a restricted account to cover the costs to be incurred by the Citizens for
Lexington Conservation, or other nonprofit organization mutually agreeable to the Town and State, to
hold, monitor, and enforce the conservation restrictions on open space parcels, including Hartwell Ave,
Cedar Street, Leary, Cotton Farm, Wright Farm, and Busa Farm, acquired with Community Preservation
Funds. Such funding is permissible under the provisions of the Community Preservation Act which states
that any interest in real property acquired with CPA funds must be bound by a permanent conservation
restriction limiting the use of the property to the purpose for which it was acquired. Further, the town is
ineligible to hold a restriction on land it owns. Consequently, the restrictions must be administered by a
non-municipal organization."
[Brown Book,Page XI-19]
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Project Description(CPA Category Amount Funding Committee Recommends
Requested Source
(c) Cary Memorial Building $550,000 CPF (Cash) Approval(5-0)
Upgrades (Historic Resources)
"The Cary Memorial Building is a significant and historical building in Lexington. Since its dedication in
1928, it has hosted a range of community events including Town Meeting, Town Elections, Cary Lecture
Series and many performances.
"An authorization of$60,000 in Community Preservation funds was approved at the 2010 Annual Town
Meeting to perform a comprehensive review of the building systems, building and life safety codes, and
theatrical and functional capabilities. This Building Evaluation concluded that though the building is well
maintained, improvements are needed in several areas: accessibility, support spaces, structural, electrical,
mechanical,plumbing, stage, and acoustical and audio visual improvements. The Ad Hoc Cary Memorial
Building Program Committee (AHCMBPC) has reviewed the recommended scope of work, and
eliminated or refined some elements to produce the desired benefit...
"This request is for funds to produce design development and construction documents for a renovation
project with a current estimated cost of$8,537,000."
[Brown Book,Page XI-16]
That estimated cost is the total of this year's request to finish funding the D&E (through construction
documents) and the current, pre-D&E, estimated remaining project costs of$7,987,000 (which include
construction, contingencies, escalation, etc.). This project had a previous appropriation of $60,000
(2010 ATM, Article 8(i)) for the initial study of the upgrade needs. There was also a $75,000
appropriation (2012 ATM, Article 8(d)) of which approximately $25,000 was to support the cited further
vetting of the needs and the approximately $50,000 balance was applied toward the architectural &
engineering expenses that are part of the costs for getting to construction documents.
The AhCMBPC presented its final report to the Board of Selectmen on January 14, 2013. It unanimously
endorsed the D&E funding that is being recommended to this Annual Town Meeting and that
single-phase construction for the full scope of the recommended work be approved in FY2015.
This Committee understands a suggestion is being discussed that would defer a decision on this
appropriation until the anticipated STM later this year. After considering the rationale that has been cited
for such a deferral, this Committee remains unanimous in its support of appropriating at this Town
Meeting the full amount recommended by the CPC.
Project Description(CPA Category) Amount Funding Committee Recommends
Requested Source
(d) Muzzey Senior Center Upgrades $526,818 CPF (Cash) Indefinite Postponement
(Historic Resources) (5-0)
"A feasibility study of the safety, accessibility, and energy efficiency issues at the Senior Center, located
in the Muzzey Condominium Building at 1475 Massachusetts Ave. (Phase I of this program, funded at
the 2010 Annual Town Meeting, recommended $1,040,444 in improvements.) The 2012 Annual Town
Meeting funded Phase II to implement lighting improvements, install a two stop limited access, limited
use (LULA) elevator between the two floors of the Senior Center, and also to construct a new code
compliant communicating stair between the same two floors. These improvements have been put on
[hold] pending the Town's evaluation of an alternate location for the Senior Center. This Phase III request
is proposed for funding in FY 2014, should the Town decide to continue to operate the Senior Center out
of the Muzzey Condominium location. Phase III includes installing a new energy-efficient HVAC system,
correcting code violations of the current Massachusetts Access Board (MAAB) Standards that limit
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
access by persons with disabilities or mobility impairments, and reconfiguring program space to better
meet the needs of the public and clients of the Human Services Department.
[Brown Book,Page XI-15]
As the Town now has an alternate location for the Senior Center with the purchase of property off Marrett
Road, this Committee recommends Indefinite Postponement of this request for more work at the Muzzey
Condominium location. (See Page 15 for more information regarding prior funding for upgrading the
existing Senior Center.)
Project Description(CPA Category) Amount Funding Committee Recommends
Requested Source
(e) Visitor Center Design Phase N/A CPF (Cash) Indefmite Postponement
(Historic Resources) (5-0)
"Working in conjunction with the Chamber of Commerce, a redesign and expansion of the Visitors'
Center will encourage visitors to spend their time and money in Lexington. The programmatic needs
addressed by this proposal include: education, space for tour groups, self-service kiosk, counter space for
assisting visitors, veterans' display with visual connection to exterior memorials, retail space, food
vending area, rest rooms, and office space. The building will be made fully handicap accessible and
provide community meeting space."
[FY2014—FY2018 Capital Improvement Project, ID Number 835,revised 02-Nov-12]
The CPC had initially approved $68,950 as its CPA-eligible portion of a $175,000 design effort with the
$106,050 balance to be provided by the GF. The Brown Book recommended this project be deferred so,
without the likelihood of the GF funding needed for the project, the CPC now recommends Indefinite
Postponement of its funding request. The BoS also endorsed the deferral.
This Committee also concurs with Indefmite Postponement.
Project Description(CPA Category) Amount Funding Committee Recommends
Requested Source
(f) Park and Playground $147,500 CPF (Cash) Approval(5-0)
Improvements (Recreation)
"This is a request for funding of a multi-year program to renovate playground equipment and playground
surfaces at various parks around town. As the equipment continues to age and deteriorate, more frequent
inspections,repairs and equipment removal will be needed to ensure that the users are safe. This is neither
cost effective nor efficient. Renovation of the current equipment, use zones, and surfacing will bring it
into compliance with generally accepted safety and accessibility standards.
"The FY2014 request has two components. The first, at a cost of$70,000, is to rehabilitate the rubber
playground safety surface at Lincoln Park located on Lincoln Street. The playground surface has reached
its useful life and is breaking down due to heavy use throughout the year and constant exposure to the
sun. Continuing deterioration will lead to increased potential safety hazards from falls on an inadequate
safety surface. This project will entail the [stripping] of the entire top layer of surfacing, which was
installed in 2003, and installing a new 1/2" rubber safety surface.
"The second component of the FY14 request [is] to purchase and install equipment for the Skate Park at
the Center Playfields on Worthen Road, at a cost of$77,500. Rehabilitation will include replacing a mini
half pipe and a launch box that are becoming unsafe due to extensive use."
[Brown Book,Page XI-21]
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Project Description(CPA Category) Amount Funding Committee Recommends
Requested Source
(g) Park Improvements—Athletic $65,000 CPF (Cash) Approval(5-0)
Fields (Recreation)
"The Recreation Department and the Public Works Department oversee the maintenance of the school
and town athletic facilities. The Town of Lexington athletic fields see excessive use and improvements
are critical to maintaining quality facilities. This is a request for funding of a multi-year project of
improvements to town athletic fields. The FY2014 request is to renovate the baseball field at Sutherland
Park including the installation a new backstop, player benches and trash receptacles. The infield of the
baseball field will be reconstructed adding proper drainage and thereby providing a safer playing
surface."
[Brown Book,Page XI-22]
Project Description(CPA Category) Amount Funding Committee Recommends
Requested Source
$150,000 CPF
(Cash) +
(h) Lincoln Park Field $186,750
Improvements (Recreation) $565,000 Recreation EF Approval(5-0)
(RE)+
$228,250 GF
(Debt)
"This request is the first of three phases for the reconditioning of fields at Lincoln Park necessitated by
heavy use by the Lexington Public School athletic teams and physical education programs,youth leagues,
adult leagues, and residents. This request for Phase I funding to replace the synthetic turf field at Lincoln
Park #1 which has reached the end of it useful life after having been installed in 2003 as part of the
Lincoln Park reconstruction project. Phase II to include the replacement of the synthetic turf and in-fill
materials at Lincoln Park Field #2 is planned for FY2015. Phase III, the replacement of Field #3 is
planned for FY2016."
[Brown Book,Pages XI-7 &XI-21]
This project is also included in Article 9(b), but the Motion under this sub-Article is expected to be the
first one presented to Town Meeting and will address all the funding sources. Therefore, no Motion
would be presented under Article 9(b).
As the CPA says "the acquisition of artificial turf for athletic fields shall be prohibited", other funding is
required for the expenses of the synthetic turf, itself. That other funding is provided by both the
Recreation Fund and the GF as it is the Town's long-standing practice to contribute to the funding of
capital projects for recreation if substantial use of the facility is by non-revenue-generating users—and
that is the case with the Lincoln Park fields.
Project Description(CPA Category) Amount Funding Committee Recommends
Requested Source
(i) Lexington Center Pocket Park $21,500 CPF (Cash) Approval(5-0)
and Ancillary Costs (Open Space)
"This is a multi-phase project to convert an underutilized pedestrian alley into a small, linear public park.
Phase I funding is requested to develop a cohesive design intended to transform the current space into an
attractive tiny park that enhances the historic charm of Lexington Center and offers a new, welcoming
place for people to socialize. Phase I funding also covers the necessary legal fees to formalize agreements
with existing land owners. The alley is currently on private property; however, the associated property
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
owners have been consulted about the proposal and are amenable to creating a park easement. Phase II
request would be for construction funding.
"The location for the Pocket Park is the 1,200 square feet Grain Mill Alley, also known as the "Bank of
America" alley between 1761 and 1775 Mass Ave. The alley is currently paved with asphalt and offers a
utilitarian connection to the buildings that front on Mass. Ave.
"The closure of Grain Mill Alley to vehicle traffic in June 2012 provided an opportunity to enhance the
pedestrian and bicycle infrastructure in the Center. The Pocket Park would improve the safety for
pedestrians and cyclists via a park connection between Mass Ave. and the bikeway, and activate an
underutilized area to create open space in the built-out Lexington Center.
"If this Pocket Park is successful, it is likely that a second Pocket Park will be developed in the future
between Citizen's Bank and Michelson's Shoes (1776 and 1780 Mass. Ave)."
[Brown Book,Page XI-20]
Project Description(CPA Category) Amount Funding Committee Recommends
Requested Source
(j) Merriam Hill Preservation $3,000 CPF (Cash) Approval(5-0)
Project(Historic Resources)
"This request was prompted by the recent demolition of a house thought to have historical significance
but not included Lexington Historical Commission's Comprehensive Cultural Resources Inventory. The
area known as Merriam Hill includes many properties of historic, architectural, and cultural significance,
and the neighborhood continues to benefit the entire Town via property values and attractiveness as a
historic place to visit. Requested funding would be used for the following[:] (1) the identification of any
qualifying homes of the 469 properties on Merriam Hill that are not currently included in the Lexington
Historical Commission's Comprehensive Cultural Resources Inventory, (2) the research and
documentation of their historical and/or architectural significance, and (3) recommendations to the
Historical Commission that identified qualifying homes be included in the Inventory. Funds would be
used for professional historical and/or architectural research of approximately 15 houses that could be
subsequently listed on the Inventory.
[Brown Book,Page XI-22]
The Merriam Hill Association will contribute the remaining$500 of the total$3,500 project cost.
Project Description(CPA Category) Amount Funding Committee Recommends
Requested Source
(k) Moon Hill National Register $6,000 CPF (Cash) Approval(5-0)
,Nomination Project(Historic Resources)
"This project is to prepare a nomination form for the Six Moon Hill Historic District to be included in the
Mid-Century Modern Houses of Lexington, MA Multiple Property Submission to the National Register
of Historic Places (NRHP). Lexington is exceptional among Boston suburbs for the number and variety of
its modern residential subdivisions, including multiple examples of the pioneering model defined as `post
World War II Progressive Modern Residential.' Six Moon Hill includes 29 architect- designed but modest
houses built between 1947 and 1957 in a planned community that illustrates the idealistic social ethos of
the time. Comprehensive recognition for these Modernist neighborhoods will promote a preservation
ethic to counter the intense market pressure for real estate development and demolition. One of these
neighborhoods, Peacock Farm, has been documented and the Six Moon Hill Neighborhood Association
now intends to proceed as the next listing in the NRHP submission."
[Brown Book,Page XI-23]
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
The Moon Hill Neighborhood Association will contribute the remaining$2,000 of the total$8,000 project
cost.
Project Description(CPA Category) Amount Funding Committee Recommends
Requested Source
(1) Greeley Village Front Doors $172,734 CPF (Cash) Approval(5-0)
(Community Housing)
"This project, sponsored by the Lexington Housing Authority (LHA), seeks funds for the replacement of
25 forty-year old front doors and their associated flooring and side lights. The doors at Greeley Village
are original heavy metal construction and many have become unusable and difficult to lock. Past water
seepage into the foyers contributed to problems with the flooring and door jambs making it difficult for
elderly and disabled residents to open and close the doors. The Housing Authority has applied to the
Massachusetts Department of Housing and Community [D]evelopment for a grant for this project. LHA
has been informed that the State will provide$18,000 in supplemental funding for this project."
[Brown Book,Page XI-23]
This request is for the estimated project cost net of the State's grant rather than for the full estimated cost
of$190,734. As the State will provide its $18,000 grant directly to the LHA, that funding does not need to
be appropriated by Town Meeting.
Project Description(CPA Category) Amount Funding Committee Recommends
Requested Source
(m) LexHAB Set-Aside Funds for
Acquisition of Community Housing $450,000 CPF (Cash) Approval(5-0)
(Community Housing)
"This request is made by LexHAB for set-aside funds for the acquisition and/or creation of affordable
housing units in Lexington. The CPC has stipulated that these FY14 CPA funds must be used for the
construction of community housing at either the Leary property or at Busa Farm. (LexHAB currently has
unspent funds from FY 12 and FY 13, which prompted the CPC to vote on this stipulation.) Units will be
subject to specific requirements established...by the Community Preservation Committee, including
affordable housing deed restrictions, and inclusion of the units on the Town's Subsidized Housing
Inventory (SHI). The goal of this project is to increase the Town's stock of community housing."
[Brown Book,Page XI-23]
Those requirements addressing the type of housing and other administrative actions were approved by
both the CPC and LexHAB on February 17,2011, and amended February 20, 2013. The primary purpose
of the amendment was formally to specify the filing of deed restrictions as required by the CPA. The BoS
approved the amended document on March 18, 2013.
This Committee endorses that stipulation on the use of the requested funds and the formal inclusion of
those specific requirements.
Project Description(CPA Category) Amount Funding Committee Recommends
Requested Source
(n) ACROSS Lexington $5,000 CPF
Pedestrian/Bicycle Route System (Open $5,875 (Cash)+$875 Approval(5-0)
Space) GF (Cash)
"This request is made by the Board of Selectmen on behalf of the Greenways Corridor Committee. In the
first year of this three-year project, CPA funds will be used for the purchase and installation of signs, sign
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
posts and hardware for marking the ACROSS Lexington network. Additional funds from the tax levy
($875)will be used for maps,brochures and other project components which are not CPA-eligible."
[Brown Book,Page XI-24]
Project Description(CPA Category) Amount Funding Committee Recommends
Requested Source
(o) Buckman Tavern Restoration $650,000 CPF (Cash) Approval(5-0)
and Renovation Historic Resources
"This is made by the Historical Society for the renovation and restoration of the Buckman Tavern. The
scope of work includes repairing the historic fabric of the building, making it handicapped accessible on
both floors, making it compliant with current building codes by installing new wiring, climate control
features, and a fire suppression system. CPA funding will be supplemented with $300,000 from private
sources. The Town of Lexington owns the Buckman Tavern, but it is operated by the Historical Society
under a long-term lease with the Town. All improvements proposed as part of this project will be
approved by the Town through the Facilities Department."
[Brown Book,Page XI-23]
That lease has recently been renewed and now runs until July 31, 2112.
Project Description(CPA Category) Amount Funding Committee Recommends
Requested Source
(p) Wright Farm Debt Service $36,875 CPF (Cash) Approval(5-0)
(Open Space)
The Wright Farm purchase, approved at the 2012 ATM under Article 9, provided for the $2,950,000
purchase price, $122,000 for incidental costs (i.e., $25,000 for a Land Use Plan, $25,000 for a survey,
$60,000 for legal expenses, and $12,000 for a site assessment), and $37,000 for debt service and related
borrowing costs in FY2013. That purchase closed on December 20, 2012. Initially the Town used its own
pooled cash for the purchase which was paid back with the issuance of a 1-year bond anticipation note
(BAN) on February 6, 2013, in conjunction with the issuance of other debt instruments by the Town. The
share of the issuance cost attributed to that BAN is estimated at $8,945 and that will be paid from the
$37,000 appropriated for this year's debt service. The rest of that appropriation will be left, unused and,
unless there is some belated debt expense for the Wright Farm purchase attributable to FY2013, that
balance would be rescinded at a later Town Meeting. That BAN also came with a premium payment to
the Town of $30,296.50 which is being posted as revenue to the CPF this year and will close to that
fund's balance at the end of the current fiscal year. On a multi-fiscal-year basis, that premium effectively
reduces the Town's expense for the 1-year BAN—issuance and interest—from the about$45,820 to about
$15, 524.
That BAN will mature next February and this request is for the interest-only payment that will be due at
that time. Then either the BAN will be rolled over for another year or a longer-term bond will be issued.
Either will have a principal amount of $2,950,000, but that could potentially be reduced by using
available CPF cash when paying off the initial BAN.
Project Description (CPA Category) Amount Requested Funding Source Committee Recommends
(q) Administrative Budget $150,000 CPF (Cash) Approval(5-0)
Of the request:
$50,000 is for the planning, legal, survey and appraisal work associated with the acquisition of open
space. Such funds will enable the Conservation Commission to complete the due diligence required to
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
prepare for a land acquisition. While other Town projects use "study monies" to investigate the benefits
of a particular project, the Conservation Commission does not have the advantage of this type of lead-
time. It must often act quickly to evaluate a property through legal, survey and appraisal work. Without
designating these funds for open space planning, the CPC's charge of allocating a portion of its revenues
to open-space preservation would be hindered.
$30,000 is for the 5-Year Open Space and Recreation Plan Update
The remaining $70,000 funds administrative, legal, membership, and advertising expenses. Included
are funds for a year-round, 3 days/week administrative assistant (the Town's GF covers the other 2 days)
and $7,500 for membership in the Community Preservation Coalition, a State-wide, non-profit,
organization working on behalf of communities who have adopted the CPA.
If any of these appropriated Administrative Budget funds are not required by the end of the fiscal year,
then that balance will become part of the Undesignated Fund Balance and, thus part of the CPC's total
amount available for later appropriation.
Article 9:Appropriate for Funds Requested Funding Source Committee Recommends
Recreation Capital
Projects $261,750 Recreation
J EF (RE) +$150,000$640,000 Approval(5-0)
CPF (Cash) +
$228,250 GF (Debt)
Project Description Amount Funding Committee
Requested Source Recommends
(a) Pine Meadows Improvements $75,000 Recreation EF Approval(5-0)
"The Pine Meadows Golf Course is a valuable open space and recreational resource area for the Town of
Lexington that is used year-round by residents to play golf, cross-country ski, sled and walk. This request
is for funds to dredge the lower irrigation pond at the Pine Meadows Golf Course. The lower irrigation
pond has not been dredged in over 15 years and is losing holding capacity due to the buildup of
sediments. The silt is contaminating the inlet line to the irrigation system, which is a key component in
keeping the golf course turf alive. A 2006 engineering study made recommendations to improve drainage
and storm water flow conditions and the effectiveness of associated holding ponds that are at or adjacent
to Pine Meadows. Phase I of the work was approved in 2009 and completed in April of 2012. It included
restoration of the Upper Control Pond Dam and the access path between the upper pond and Kiln Brook,
creation of an overflow system, and reconstruction of the existing pipe near the spillway."
[Brown Book,Page XI-22]
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Project Description Amount Funding Committee Recommends
Requested Source
$150,00 CPF
(Cash) +
(b) Lincoln Park Field $186,750
Improvements $565,000 Recreation Approval(5-0)
Fund(RE)+
$228,250 GF
(Debt)
See the description provided above under Article 8(h) as we expect all the funding will be requested by
the Motion under it.
Article 10:Appropriate for Funding
Funds Requested Committee Recommends
Municipal Capital Source
Projects and Equipment
$5,512,845 GF (Debt)
+ $528,000 GF (Free
Cash) + $2,756,229
GF (Cash)+
$145,500 Water EF
$10,158,238 (Debt) + $50,000 See Below
Water EF (RE) +
$145,500 Wastewater
EF (Debt) + $924,164
Chapter 90 +$96,000
Traffic Mitigation SF
Project Description Amount Funding Committee Recommends
Requested Source
(a) Fire Pumper Replacement $485,000 GF (Debt) Approval(5-0)
"The current Engine 2, a 2010 Ferrara, has been plagued with mechanical issues. Its frequent breakdowns
have had significant impacts on the management of the Fire Department fleet.
Town Counsel has begun to initiate actions against the dealer/manufacturer to turn back this Engine.
Given the potential that this legal action may not be successful, and the need to have a dependable fleet,
this request is for funding to replace Engine 2 with a similarly designed rescue pumper. Success in getting
a refund from the manufacturer of the current Engine 2 before the 2013 annual town meeting will render
this request unnecessary."
[Brown Book,Page XI-7]
Town Counsel's actions are under the Consumer Protection statute for relief from having purchased the
chronically defective truck. At the time of this report it is not anticipated the results of the actions for a
refund will be known. Therefore, this Committee anticipates the full amount requested shown above will
be in the Motion. Even if a full refund were to be gained, that doesn't assure that amount would be
sufficient to fully fund the purchase of a replacement.
36
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Project Description Amount Funding Committee Recommends
Requested Source
(b) Cary Memorial Library RFID $124000 GF (Free
Conversion Project , Cash) Approval(5-0)
"This request for funding, issued pursuant to...a 2011 study that focused on the handling of library
materials, is for...the conversion of Cary Memorial Library's materials and equipment to a Radio
Frequency ID (RFID) system. Over the past several years, RFID has become the industry standard for
libraries and more than 10 libraries in the Minuteman Network(including Brookline, Wellesley, Sudbury,
and Concord) either have RFID or have conversion projects proposed or underway. RFID library systems
offer workflow enhancements that benefit the public as well as the staff. The technology speeds check-in
by about 50% and check-out by about 25% affording more time for staff to better manage the consistently
high volume of materials (over 824,000 physical items in FY12 – double the amount of items circulated
in 2004 when the renovated building opened) and more speedily get items back onto shelves and available
to the public. RFID will also allow staff to inventory collections and be sure that items are shelved in their
appropriate locations by scanning shelves with a hand-held reader. (RFID tags last longer than barcodes,
and RFID equipment, once installed, is replaced or updated with the same frequency and cost associated
with the current barcode system.)"
[Brown Book,Page XI-18]
RFID has become industry standard for libraries and many libraries in the Minuteman Library Network
have already converted or are in the process. The workflow enhancements offered by RFID will benefit
the public as well as the staff.
Project Description Amount Funding Committee Recommends
Requested Source
(c) Head End Equipment GF (Free
Replacement—Phase IV $60,000 Cash) Approval(5-0)
"This request is for funding of a multi-year program that continues replacement of the equipment in the
head end of the Wide Area Network that provides digital connections among all Town/School buildings.
Specifically, this request is for replacement of the e-mail spam filtering device which no longer serves the
Town effectively due to limited features and function.
[Brown Book,Page XI-18]
Project Description Amount Funding Committee Recommends
Requested Source
(d) MIS Technology Improvement $160,000 GF (Cash) Approval(5-0)
Pro ram—Phase II
This request is for funding of a multi-year program and is the second phase of a hardware virtualization
program aimed at technical consolidation and energy savings. FY2014 funding will continue the highly
successful purchase and installation of SAN (Storage Area Network) and blade server technology which
provides a more agile and economic approach to server maintenance and management. Phase II will
expand SAN storage capacity and will also fund the purchase of a second set of virtualization blade
servers that will be located in the 201 Bedford Street server room. In addition to hardware, necessary
software (VMWare, Microsoft licenses and Backup clients) and another backup unit to handle the
additional storage volume will be purchased.
[Brown Book,Page XI-18]
37
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Project Description Amount Funding Committee Recommends
Requested Source
(e) Network Redundancy and GF (Free
Improvement Plan $36,000 Cash) Approval(5-0)
"This request is for funding of a multi-year program to improve the resiliency of the town wide fiber
network and provide better networked services. FY14 funding is requested to provide wireless to select
municipal buildings (Town Hall, Police Dept. and the Public Services Building.). The cost includes the
purchase and installation of the access points, security reprogramming of the network, and the addition of
a couple of network drops. Capital requests are anticipated in future years to improve resiliency by adding
redundant network paths to critical Town buildings via new fiber runs and a wireless link."
[Brown Book,Page XI-18]
Project Description Amount Funding Committee Recommends
Requested Source
(f) Replace Town-wide Telephone $146,000 GF (Cash) Approval(5-0)
Systems–Phase II
"A needs assessment study completed in July of 201 l for the replacement of municipal and school phone
systems recommended a phased installation of voice over internet protocol (VoIP) systems based on the
age and condition of the existing telephone systems and their estimated end-of-life (EOL). Pricing for all
phases is currently being procured (Phase I installation was funded at the 2012 annual town meeting).
Installation is planned to continue over the next few years with the ultimate goal of creating a unified
system across all buildings.
"This request for funding, jointly submitted by the Management Information Systems Department, the
School Department and the Public Facilities Department, is for Phase II to replace telephone systems that
support the School Administration Building, Fire Headquarters, the East Lexington Fire Station, and the
Human Services Department. VoIP technology is expected to provide cost savings with regard to phone
line costs, maintenance and service issues. VoIP will also offer benefits such as caller ID, system
redundancy, paperless faxing, simplified personnel moves and call transfers between buildings, features
that are currently not available with the older PBX systems which are found in most municipal and school
buildings.
"The proposed systems will integrate with the existing VoIP system at the Public Services Building and
utilize the existing Town wide fiber network."
[Brown Book,Page XI-18]
Project Description Amount Funding Committee Recommends
Requested Source
(g) Townwide Electronic Document $60000 GF (Free
Management System—Phase III , Cash) Approval(5-0)
"This funding request for Phase III of the Town Wide Document Management System Capital Plan is
being submitted on behalf of municipal and school departments. This FY2014 request includes additional
scanning in the continued effort to populate the document management system and to create the baseline
database. It also includes funds for some custom programming and additional training. This is expected to
be the final phase of the capital portion of the project to establish a coordinated enterprise system to meet
needs of both municipal and school departments and provide platform for seamless communication and
shared work flow systems. This enterprise-wide electronic document management system provides a
searchable data base of town and school documents, helps the Town reduce the costs of paper,printer and
toner for paper records, and reduces the demand for physical records storage space and equipment."
[Brown Book,Page XI-19]
38
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Project Description Amount Funding Committee Recommends
Requested Source
(h) Hastings Park Gazebo
$15,000 GF (Cash) Approval(4-1)
Rehabilitation Design
"The Hastings Park Gazebo has been deteriorating over the past few years. The funding will allow the
Town to identify areas of improvement, design the necessary repairs and bring the Gazebo into ADA
compliance. The Gazebo is used by numerous community groups and citizens for concerts, weddings and
other functions."
[Brown Book,Page XI-20]
The Committee expects that this request for design funding is predicated on a determination that there is a
need to replace, not just repair, the structure and that the design contemplated will keep as close to
possible to the character of the existing structure while ensuring ADA compliance (e.g., by using a lift
rather than extensive ramps).
Even if those expectations are correct, one member is opposed to this funding because it is: (1)below the
usual threshold for an item to be a capital expense(that isn't funded from the CPF), and(2) as the current
structure is assessed at $14,000 such that any capital-level repairs or enhancements would most likely
require full ADA compliance, it's anticipated the construction cost will be closer to $75,000, if not
materially more. Therefore, the member believes any capital funding request should either be for a
capital-qualifying amount, including construction, or the design work should be accomplished within the
Operating Budget.
Project Description Amount Funding Committee Recommends
Requested Source
$1,890,074 GF
(i) Street Improvements and (Cash) +
Easements $2,814,238 $924,164 Approval(5-0)
Chapter 90
"This request for the annual street resurfacing program. Funds will be used for design, inspections,
engineering, repair, reconstruction, and resurfacing. The components of funding are shown in the
following table.
2001 Override li7flatecl Ib 2' 6%,,'V,ear $ 693,590
Maii7teirairce I-1iiallocate,d Wiiicilpal RevellUe $ 2'81,234
from FY12 RevellUe Allocation Model
Maintenance of Unallocated MUnicipal RevellUe $ 164,860
from FY13 ReVeIlUe Allocatioi7 Model
Healthy 1115 arance Savings $ 858,888
Chapter 9,0 Aid $ 924„184
Total $ 2,814,238 ,
[Brown Book,Page XI-19]
39
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Project Description Amount Funding Committee Recommends
Requested Source
(j) Town-wide Culvert $390,000 GF (Cash) Approval(5-0)
Replacement
"Watershed management plans conducted by the Town and ongoing culvert inspections have revealed
that many of the older culverts in town are near or at failure. Replacing these culverts will allow for
proper storm water flow through the culverts and will minimize the impact to residents through
unexpected road closures and possible flooding. FY14 funds are requested for the replacement of the
Concord Avenue culvert near the Belmont Town line. Future designs and replacement locations include
but are not limited to the following areas identified in the Charles and Shawsheen River watershed
management plans: Revere Street at North Lexington Brook, Valleyfield and Waltham Street at the
Clematis Brook, and Concord Ave at Hardys Brook."
[Brown Book,Page XI-20]
Project Description Amount Funding Committee Recommends
Requested Source
$155,155 GF
(k) Storm Drainage Improvements $340 (Cash) +
and NPDES Compliance ,000 $184,845 GF Approval(5-0)
(Debt)
"This is an annual request to replace and supplement existing drainage infrastructure. $70,000 of the
request is to fund the design of projects and programs that will meet requirements imposed on the Town
by the US Environmental Protection Agency's NPDES illicit discharge detection and elimination
program, and implement best management practices (BMPs), e.g., installations and retrofits. The
remaining $270,000 of the request is for the repair/replacement of drainage structures encountered during
the road resurfacing program as well as repair of other drainage areas of concern in town including but
not limited to trouble spots in the watersheds of the Vine Brook, Mill Brook, Beaver Brook, and Kiln
Brook; and, other work identified during the NPDES investigation work."
[Brown Book,Pages XI-5 &XI-21]
Project Description Amount Funding Committee Recommends
Requested Source
$349,000 GF
(Debt) +
$145,500
(1) DPW Equipment Replacement $640,000 Water EF Approval(5-0)
(Debt) +
$145,500
Wastewater
EF (Debt)
"This is an annual request to replace equipment that is beyond its useful life and whose mechanical
condition no longer meets work requirements. The Department of Public Works has an inventory of 146
pieces of equipment including sedans, hybrid SUVs, construction vehicles and specialized equipment
used to mow parks, plow snow, repair streets and complete a variety of other projects. Without regular
equipment replacement, the efficiency and cost effectiveness of the DPW's operations would be
handicapped due to equipment down time and excessive repair costs.
40
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
"The FY2014 request is for:
Division Description Amount
Water/Sewer 1 - JICB Baclkhoa 210,000
Water/Sewer 1 _ 1 400 with utility body,lift agate and platy(GF) 0„000
Cemetery 2- Kubota Tractors with, attachments 0„000
Parks 1-Toro infiaid machine with attachments 401,000
H l h w ays 1- Nla awl^ID ut -wheel duMu Grp with plow, 210,00 0
wundlarscraper and sanding unit
640,000
[Brown Book,Pages XI-5,XI-11, &XI-12]
Updated inventory count is 153. (See Page 23)
Project Description Amount Funding Committee Recommends
Requested Source
(m) Hastings Park Irrigation $73,000 GF (Free Approval(5-0)
Cash)
"This request for funding is for the installation of an automated in-ground irrigation system at Hastings
Park, at Mass Ave and Worthen Road. This site is heavily used for concerts, public events, resident
activities and weddings. As of 2012 the Lions Club Carnival was moved to Hastings Park. The current
lawn is difficult to maintain due to the lack of irrigation. The resulting weaker turf, with worn out areas
and brown outs, is not able to stand up to the excessive use. Use of irrigation will ensure a healthier lawn
before an event and will also help with recuperation of the turf after an event.”
[Brown Book,Page XI-21]
Project Description Amount Funding Committee Recommends
Requested Source
$50,000 GF
(n) Hydrant Replacement Program $100,000 (Free Cash) + Approval(5-0)
$50,000 Water
EF (RE)
"There are 1,500 hydrants in Lexington's fire protection system. This is an annual request in a phased
project to replace older fire hydrants with new and more efficient hydrants that meet National Fire
Protection Association requirements. The new hydrants will increase fire fighting capacity thus reducing
property damage and increasing safety. The new hydrant will be of a break-away design which will cost
less to replace when damaged. $100,000 will fund approximately 40 replacements.”
[Brown Book,Page XI-21]
This Committee encourages continual assessment of the scope of each year's work to ensure appropriate
progress is being made in the maintenance of sufficient, proven, capability this critical public-safety
system.
41
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Project Description Amount Funding Committee Recommends
Requested Source
(o) Comprehensive Watershed
Storm Water Management Study and $390,000 GF (Debt) Approval(5-0)
Implementation
"This is an annual request to fund watershed storm management projects. It is a product of collaboration
among the Department of Public Works through its Engineering Division and the Conservation Division
within the Department of Community Development in an effort to prevent damage to private property and
Town infrastructure. Watershed studies have been completed for two of the three watersheds in the Town:
the Charles River and Shawsheen watersheds (the Shawsheen study is in draft form and will be finalized
after public hearings). The third watershed study for the Mystic River watershed was funded at the 2012
annual town meeting. It began in the fall, 2012 and will be completed by the fall of 2013. This capital
request is for design of priority projects identified in the Charles and Shawsheen River studies which may
include Clematis Brook at Valleyfield Road and Waltham Street, and the Kendall Road/Dane Road area,
and for construction of the Willard Woods Improvements identified in the Shawsheen study."
[Brown Book,Page XI-6]
Project Description Amount Funding Committee Recommends
Requested Source
(p) Townwide Signalization GF (Free
Improvement $125,000 Cash) Approval(5-0)
"This request is for funds to update traffic and pedestrian signals identified through a signal inventory and
compliance study that was funded at the 2011 annual town meeting that included assessments of ADA
compliance, condition, signal timing, delays, and a prioritization of the signals needing attention. It is
anticipated that improvements at Hartwell Ave and the Bikeway and possibly the Concord Ave/Waltham
Street intersection will be performed with these funds."
[Brown Book,Page XI-21]
Project Description Amount Funding Committee Recommends
Requested Source
(q) Hartwell Avenue
Infrastructure—Engineering and $800,000 GF (Debt) Approval(5-0)
Easements
"The Hartwell Avenue area has been re-zoned to allow for increased growth. As a result it is anticipated
that there will be increased traffic in the area. With the concurrent goals of promoting economic
development and mitigating the potential impact of that development, the Planning Board engaged the
services of a transportation consultant to develop a transportation management plan for the Hartwell
Avenue area, which recommended projects to increase vehicle capacity in the area, construction of
bicycle and pedestrian accommodations, roadway and intersection improvements, a bridge replacement,
landscaping,bus turn-outs, curbing, and drainage improvements.
"This capital request is an outgrowth of that plan and is for design of a phase I design and construction
plan. The funding requested for FY14 will allow us to develop the design, permitting, and bid
specifications for Phase I which is Hartwell Avenue from Bedford Street through the Maquire Road
intersection and the bridge over the Kiln Brook. This request does not include work on the Bedford Street
Corridor including the intersection of Bedford Street and Hartwell Avenue. This is a State highway and
will need the approval and funding by the Massachusetts Department of Transportation for those
improvements to move forward. Phase I construction funding is currently proposed for FY 15."
[Brown Book,Page XI-6]
42
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
This Committee welcomes that the Town reviewed the originally proposed sequencing of both content
and funding of the many efforts within this long-range, multi-year effort to enhance that infrastructure and
is first attending to the above-described elements with the construction funding promptly following the
D&E.
Although the then-contemplated request was to be $690,000, it now includes the $200,000 for the
Hartwell Avenue sidewalk (previously included in the following sub-Article) so both aspects of the
request related to Hartwell Avenue Infrastructure are considered together.
Project Description Amount Funding Source Committee Recommends
Requested
(r) Sidewalk Improvements and $400,000 GF (Debt) Approval(5-0)
Easements
"This is an annual request to rebuild and/or repave existing asphalt sidewalks that are deteriorated and to
construct new sidewalks with bituminous and granite or asphalt curbing. Sidewalk improvements will
support and enhance pedestrian safety and the Safe Routes to School Program. All work will be ADA
compliant. In addition to those sidewalks to be identified from the Sidewalk Committee's Master plan,
this capital request includes $200,000 for the construction of a sidewalk along Hartwell Avenue from the
Minuteman Bikeway to Bedford Street. This project is a companion to work proposed under the capital
request for Hartwell Avenue Infrastructure Improvements described above."
[Brown Book,Page XI-7]
As noted under Sidewalk Program, at Page 20, this Committee believes sidewalk funding requests should
be separate for the three categories: residential, CBD, and non-CBD business districts to enhance clarity
and provide consistency over the years.
Project Description Amount Funding Committee Recommends
Requested Source
$2,904,000
(s) Concord Avenue Sidewalk GF (Debt) +
Construction and Easements $3,000,000 $96,000 Approval(5-0)
Traffic
Mitigation SF
"With the increase in commercial development in South Lexington and the associated increase in traffic
volume, pedestrian safety has been identified as a high priority by area residents. This request is to fund
the construction of sidewalks along Concord Avenue from Spring Street to Waltham Street. Town
Meeting previously approved a feasibility study and design and engineering for this project. The
estimated length of the sidewalks to be constructed is 1.1 miles and would likely include, but not be
limited to, retaining walls, drainage improvements, tree removal, and pedestrian crossings. New
sidewalks proposed for this project will be linked to the recently installed sidewalks on Spring Street, thus
providing a closed loop of sidewalks from Concord Ave to Spring Street to Marrett Road to Waltham
Street and back to Concord Ave."
[Brown Book,Pages XI-7 &XI-21]
This sidewalk fulfills a commitment to the South Lexington residents made in conjunction with the
rezoning and commercial development in the area.
43
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Article 11:Appropriate Funds Requested Funding Source Committee Recommends
for Water System
Improvements $200,000 Water EF
$900,000 (Debt) + $700,000 Approval(5-0)
Water EF (RE)
"This is an annual request for funding of an on-going program to replace unlined or inadequate water
mains and deteriorated service connections, and to eliminate dead ends in water mains and includes
funding for design/engineering and construction. Unlined water mains are subject to corrosion which
results in restricted flow and degradation of drinking water quality. Possible locations of water main
repair and replacement include Massachusetts Avenue from the Arlington Town Line to Oak Street. Part
of these project costs may be eligible for financing through an MWRA grant/loan program."
[Brown Book,Pages XI-10 &XI-20]
Article 12:Appropriate Funds Requested Funding Source Committee Recommends
for Wastewater System
Improvements $1,100,000
Wastewater EF
$1,300,000 (Debt) +$200,000 Approval(5-0)
Wastewater EF
(RE)
Project Description Amount Funding Committee Recommends
Requested Source
$1,000,000
Wastewater
(a) Wastewater System EF (Debt) +
Improvements $1,200,000 $200,000 Approval(5-0)
Wastewater
EF (RE)
"This is an annual request for rehabilitation of sanitary sewer infrastructure. Engineering investigation
and evaluation will be done on sewers in remote, inaccessible areas, such as along brook channels where
poor soil conditions lead to storm water infiltration. Work will include replacement or repair of
deteriorated sewers and manholes in easements. Sewage leaks and overflows present a direct danger to
the health of the community through transmission of waterborne diseases. In addition, the Town's
assessment by the MWRA for sewage treatment is based on total flow through the meter at the Arlington
town line, so excessive flow of storm water in the sewer results in unnecessarily higher sewage bills.
Projects may be eligible for MWRA grant/loan program funding if additional funding is made available.
Further identification, prioritization, and repair of sanitary sewer lines in the town to reduce inflow and
infiltration into the system has been ongoing in several sewer basins in town that include, but are not
limited, to the Kiln Brook Basin/Tophet Swamp area, the Stimson Ave./Grandview Ave. area, the Parker
Street/downtown area, and the Saddle Club area. Possible future areas of investigation and removal are
the Bloomfield Street area, Waltham Street/Concord Ave area, and Adams Street area."
[Brown Book,Pages XI-11 &XI-20]
44
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Project Description Amount Funding Committee Recommends
Requested Source
(b) Pump Station Upgrades $100,000 Wastewater Approval(5-0)
EF (Debt)
"Lexington has ten sewer pumping stations valued at over $6 million. This is an ongoing program for
upgrade of the stations including bringing them in compliance with federal (OSHA) regulations, and
equipment replacement. The pump stations are evaluated every year to ensure they are operating within
design parameters. As the system ages, motors and valves need to be replaced and entryways need to be
brought up to current OSHA Standards. Pump failure results in sewer surcharges and overflows, which
create a public health risk and environmental damage. This year's funding is requested for the
replacement of the controls and the addition of a generator at the Worthen Rd.pumping station."
[Brown Book,Page XI-12]
This Committee applauds that this program includes on-going efforts to ensure adequate
emergency-backup power is at, or can readily be brought to, all critical pumping stations.
Article 13:Appropriate Funds Requested Funding Source Committee Recommends
for School Capital
Projects and $929,387 GF (Debt)
Equipment
+ $106,500 GF
$1,524,031 (Free Cash) + Approval(5-0)
$445,565 GF (Cash)
+ $42,579 (Prior-
Year Articles)
Project Description Amount Funding Committee Recommends
Requested Source
$728,000 GF
(Debt) +
(a) School Technology $1,213,000 $39,435 GF Approval(5-0)
(Free Cash)+
$445,565 GF
(Cash)
"This request is for technology equipment to support the District's Strategic Goal for enhancing the
schools' capacity to utilize technology as an instructional and administrative tool. Funding is requested
for:
• The replacement of the District's approximately 550 oldest computers with up-to-date technology
workstations. Some funds will be allocated to provide middle and high school teachers with
laptops as part of the District's four phase plan to equip all teachers at the secondary level with a
laptop for their school use($540,000).
• The expansion of the one-to-one mobile technology initiative to a larger group of 200-300
students at the high school and middle schools. The initial pilot project in FY13, funded through
an Lexington Education Foundation grant, provided a group of 50+ students with iPads equipped
with appropriate multimedia textbook and other educational applications for their use at school
and at home($120,000).
• The replacement of old shared printers throughout the district and to purchase additional printers
and peripherals to support mobile technology in school buildings ($20,000).
45
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
• The maintenance and updating of the schools' Local Area Network by replacing end of life
switches, upgrading server storage capacity, providing additional backup and recovery hardware,
and augmenting the number and distribution of wireless access points at the high school and
middle schools. The District has a planned five-year network upgrade to provide increased
(gigabit) service to key technology workstations from the current 10/100 MBps throughput
($160,000).
• The installation of a managed wireless network in Bridge and Bowman Elementary Schools, in
coordination with the renovation of these two school buildings. Wireless was installed at Fiske as
part of their new building project, at the High School in FY11, at Clarke and Diamond Middle
Schools in FY 12, and at Hastings and Harrington in FY 13. Estabrook's wireless building network
is included in the scope of the new building construction. Once the wireless network installation
is completed in all schools, additional resources will be required to accommodate the use of
portable mobile devices for students and teachers for textbooks and other uses ($149,100).
• The installation of interactive projector/whiteboard units in 70 classrooms. This represents the
second stage of a plan to have every Grade 3-12 classroom equipped with interactive
projector/whiteboard units (SMART Technology) by FY15. Core teachers have been trained and
will serve as coaches/mentors for others. In addition, all six of our instructional technology
specialists that service our 9 schools have received formal certification as SMART trainers for the
instructional uses of their interactive whiteboards ($224,000)."
[Brown Book,Pages XI-9 &XI-15]
Project Description Amount Funding Committee Recommends
Requested Source
$201,387 GF
(Debt) +
(b) System-Wide School Classroom $281 $37,065 GF
and Administrative Furniture ,031 (Free Cash) + Approval(5-0)
$42,579 Prior-
Year Articles
"This is an annual request for replacement of furniture that has reached the end of its useful life. Many
buildings have not been renovated and need to have classroom furnishings replaced. The schools need
workstations, office furniture, folding chairs/tables, conference room furniture,bookshelves, storage units
and cabinets,kidney tables, library furniture, staff room mailboxes, carts, corkboard and partitions."
[Brown Book,Pages XI-10 &XI-15]
The source of the prior-year Articles funding is as follows:
Article Purpose Amount
2009 ATM,Article 18(b) Classroom Furniture $832
2010 ATM,Article 15(b) Food-Service Equipment $11,469
2010 ATM,Article 15(d) Classroom Furniture $7,182
2011 ATM,Article 12(b) Food-Service Equipment 1 $8,169
2011 ATM,Article 12(c) Classroom Furniture $14,927
Total $42,579
46
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Project Description Amount Funding Committee Recommends
Requested Source
(c) Time Clock/Time Reporting GF (Free
System $30,000 Cash) Approval(5-0)
"This request is for additional funding for implementing a time clock system for the School Department
that was authorized in the FY2011 Capital Budget. During implementation planning, it was discovered
that the original estimate provided was $30,000 under what is required because it did not include one
building and a management/supervisor interface for the first year. Approval of this supplemental increase
will allow the School Department to continue implementation planning and complete this project."
[Brown Book,Page XI-15]
Article 14:Appropriate Funds Requested Funding Source Committee Recommends
for Public Facilities
Capital Projects $754,000 GF (Debt)
+ $1,365,500 GF
$2,393,454 (Free Cash) + See Below
$173,954 GF (Cash)
+ $100,000 CPA
(Cash)
Project Description Amount Funding Committee Recommends
Requested Source
(a) Municipal Building Envelope $173,954 GF (Cash) Approval(5-0)
and Systems
"This ongoing capital request, originally approved for funding in the 2006 operating budget override,
includes design and construction repair/replacement projects for the maintenance and upgrade of
municipal buildings and systems. Repairs to roofs, windows, mechanical and electrical systems, and
interior finishes are required on a continual basis to maintain town facilities for their intended function.
The public building infrastructure will always need to be maintained, repaired, and upgraded to prevent
structural deterioration and avoid safety hazards. The projects within this program do not increase the size
of the public building stock and therefore do not result in increased utility usage or maintenance costs.
Projects already identified for FY2014 include extraordinary repairs in the Lexington Police Headquarters
including ceiling system replacements, interior painting, minor construction for improved space
utilization, and implementation of access controls for improved LPD internal controls."
[Brown Book,Page XI-15]
Project Description Amount Funding Committee Recommends
Requested Source
$354,500 GF
(b-d, 1, & o) Extraordinary School $666 (Free Cash) +
Repair Projects ,500 $312,000 GF Approval(4-1)
(Debt)
"This request is to fund multiple projects that are characterized as extraordinary repairs. They include:
• School Building Flooring Program - $125,000 (Free Cash): This is a multi-year project that
will replace carpet, vinyl tile, and ceramic tile flooring systems that have failed or are beyond
their useful life and exceed $25,000 in cost. Flooring systems must be replaced periodically to
47
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
insure the surfaces are safe and cleanable. Worn or broken flooring creates a tripping hazard, can
provide harborage for bacteria and water, and is difficult to clean. Smaller repairs of flooring
components are funded through the operating budget.
• Interior Painting Program - $150,000 (Free Cash): This is a multi-year project for a school
building interior painting program with the intent of systematically repainting interior surfaces on
a 7 to 10 year schedule. Elementary school interiors are occasionally painted through PTA
planning of community volunteers. The Middle Schools and High School have not had interior
painting done for many years. This painting program will enable DPF to plan for and implement
annual summer painting projects that will improve maintenance and cleanliness of building
interiors. Projects will be identified annually with input from school administrators.
• School Window Treatments Extraordinary Repair - $50,000 (Free Cash): The majority of
Lexington's school buildings have inoperable horizontal blinds that were installed when the
buildings were constructed. This multi-year project will replace these window treatments with
low maintenance solar shades to increase energy efficiency, control sun glare, and improve
overall lighting control in the educational space. Prior years' funding has been utilized at LHS
and the middle schools.
• Lexington Public Schools Print Shop Renovation - $312,000 (General Fund Debt): This
request is for funding of improvements to the Lexington Public School's print shop. Several years
ago, the print shop was relocated from the Lexington High School to the old Harrington School
kitchen area in the basement of what is now the Central Office Building. Use of this space has
revealed the need for significant renovations including improvements to ventilation, wiring, air
conditioning, lighting and flooring. In addition, the need for the replacement of equipment has
been identified to keep up with the demand for print shop services that serve the school
departments as well as municipal operations.
• School Human Resources Office Renovation - $29,500 (Free Cash): This project would
redesign and renovate the existing Human Resources Office and the Office of the Assistant
Superintendent for Human Resources. Work would include creating a confidential conference
room and making changes to the layout to increase the efficient use and functionality of the office
space.
[Brown Book,Pages XI-8 &XI-16]
One member of this Committee opposes this request as the Interior Painting Program component has no
significant, minimum, cost threshold for the individual jobs planned under that component of this
aggregated request. Notwithstanding that interior painting has been characterized as having a
preservation-of-capital aspect, that member believes the Interior Painting Program belongs in the
Operating Budget for FY2014—and thereafter.
Project Description Amount Funding Committee Recommends
Requested Source
(e) School Paving Program $150,000 GF (Free Approval(5-0)
Cash)
"This project requests funds for design and construction to maintain school parking and paved pedestrian
surfaces in a condition suitable for public use. In the last five years paving improvements have been
implemented at Estabrook, Bridge, Bowman, Hastings, Diamond, and Central Administration buildings.
The FY14 request is to add additional parking at Fiske Elementary School required due to additional
programs being located at the school. In addition, improvements will be made to various school buildings
to remove access barriers identified in the ADA Survey completed in 2011. The Department of Public
Facilities and the Department of Public Works Engineering partner on these projects to utilize the DPW
paving bids."
[Brown Book,Page XI-16]
48
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Project Description Amount Funding Committee Recommends
Requested Source
(f) Lexington High School
Overcrowding—Phase 3 Engineering $362,000 GF (Debt) Approval(5-0)
and Improvements
"The Lexington High School (LHS) is currently overcrowded; enrollment is projected to increase, and a
major facility expansion or replacement is not planned within the next ten years to comprehensively
address these conditions. This project is the third phase of multi-year construction projects of interim
measures to improve space utilization at LHS and reduce overcrowding. Phase I, completed in the
summer of 2011, consolidated Performing and Visual Arts Administration with program spaces on the
second floor of the Main Building. Phase II, completed over the summer of 2012, added four additional
classrooms by relocating some functions to the school administration building and converting
underutilized space to classrooms and improving the efficiency of the LHS Administrative Offices. Phase
III will continue to improve utilization of space. In addition, funding will be used to develop a plan for
adding enough classrooms to accommodate projected enrollment increases over the next five years.
This plan will serve as the basis for Phase IV, a request for construction funding preliminarily estimated
at $3,000,000, that is proposed for consideration at a Fall 2013 special town meeting to insure that new
classrooms will be ready by the opening of school for the 2014-2015 academic year.
[Brown Book,Page XI-9]
Project Description Amount Funding Committee Recommends
Requested Source
(g) School Security Standardization $370,000 GF (Free Approval(5-0)
Cash)
"This request is for funds to standardize the elementary and middle schools for access control and video
security. The Harrington, Fiske, Clarke, LHS and new Estabrook schools have each received access
control and video security systems through previous debt exclusion and grant funding opportunities. This
project will add access control and video security to the remaining schools and the Central Administration
building so that all school buildings have comparable access control and video security. This project will
improve school safety and allow for consistent implementation of procedures."
[Brown Book,Page XI-16]
Project Description Amount Funding Committee Recommends
Requested Source
(h) Installed Wall Units—Air GF (Free
Conditioner $56,000 Cash) Approval(5-0)
"This request is for installation of four air conditioning wall units in the Central Administration lower
level professional development/conference rooms. Regular use of these rooms is rapidly increasing and
the current window units are inadequate for cooling the rooms in a comfortable, consistent, and noiseless
fashion. The on-going issue of turning the window units on and off during professional development
sessions and meetings in order to reduce the noise level is not conducive to the best learning environment
for staff and it is highly distracting as the air quality in the rooms is not constant."
[Brown Book,Page XI-17]
49
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Project Description Amount Funding Committee Recommends
Requested Source
(i) School Building Envelope and $235000 GF (Free
Systems Program , Cash) Approval(5-0)
"This project involves performing annual prioritized design, repairs and modifications to prevent
deterioration of school building exteriors and building systems. Proper maintenance of school buildings
requires continual investment in the building envelope and building systems. This includes repair of
damaged panels and siding, re-caulking and weatherproofing windows and doors, repainting the wood
exterior, and extraordinary repairs to mechanical systems. Small, individual items such as failure of a
specific door or window or small painting projects will continue to be funded through the operating
budget. FY 2014 priorities may include modifying educational spaces as required in school buildings to
accommodate enrollment changes, concrete repairs to the Diamond loading dock area, and evaluation of
the school clock, PA, and time systems. Engineering design and preparation of bid documents are
included in the request for funding."
[Brown Book,Page XI-17]
Project Description Amount Funding Committee Recommends
Requested Source
(j) Clarke Middle School Bus Loop $35,000 GF (Free Approval(5-0)
Cash)
"This funding request is for a study of bus loop construction on the Stedman Road side and to identify
solutions to address the long term need to separate car and bus traffic at the Clarke Middle School. There
are heavy traffic tie ups in the Clarke Middle School parking lot during the morning and afternoon arrival
and dismissal times, causing frustration for parents, students, staff and bus drivers. There is also a need to
create a better entrance and exit coming and going to and from the Clarke Middle School during the
school day."
[Brown Book,Page XI-17]
Project Description Amount Funding Committee Recommends
Requested Source
(k) Hastings School Kitchen GF (Free
Renovation $90,000 Cash) Approval(5-0)
"This request is to fund necessary upgrades to the kitchen at the Hastings School, which is not well
designed for the food preparation and serving requirements of an elementary school. This project would
utilize the existing space while reconfiguring the needed items to improve the flow and include removing
the serving line from inside the kitchen area. In response to the growth of interest in composting and
recycling, space reconfiguration will promote setup of an organized waste stream."
[Brown Book,Page XI-17]
Project Description Amount Funding Committee Recommends
Requested Source
(m) Public Facilities F350 Vehicle $80,000 GF (Debt) Approval(5-0)
"This request is to replace the second of two vehicles used by the Department of Public Facilities for
maintaining grounds that are past their useful life. The new vehicle is anticipated to be a Ford F350 with
plow, enclosed utility body, trailer tow package, lift gate and safety light package. It would provide snow
plowing and hauling of large secondary equipment and materials, and could also be assigned to one of the
50
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
skilled trades for facility repairs. A replacement for the first vehicle was approved in 2012 and the new
vehicle is on order."
[Brown Book,Page XI-9]
Project Description Amount Funding Committee Recommends
Requested Source
$100,000 CPF
(n) Public Facilities Bid Documents $175,000 (Cash) + Approval(5-0)
$75,000 GF
(Free Cash)
"This request is for funds for year 2 of a multi-year program for professional services to produce design
development, construction documents, and/or bid administration services for smaller school projects in
anticipation of requests for construction funding at town meeting that that have a high probability of
approval. This will insure that the projects can be completed in the then-current construction season,
which is particularly important for the timely completion of such projects given the short window
between the end of school in June and the beginning of school the following August."
[Brown Book,Page XI-16]
In addition to the GF amount being provided for the annual request related to school projects, the CPF
amount is for D&E of the code-compliance actions required for initial occupancy and for schematic-level
drawings for long-term improvements to expand the functions available at the buildings acquired with the
purchase of land off of Marrett Road. (See our report to the March 18,2013 STM, released
March 15, 2013.)
Article 15:Appropriate Funding
Funds Requested Committee Recommends
Bonds and Notes Source
Premiums
$4,169,631 Bond Premium Approval(5-0)
"To see if the Town will vote to apply premium received on account of the sale of bonds or notes of the
Town that are the subject of a Proposition 2 '/z debt exclusion, to pay costs of the project being financed
by such bonds or notes, provided that the amount authorized to be borrowed for such project, but not yet
issued by the Town, is reduced by the same amount, or act in any other manner in relation thereto."
[Town of Lexington Warrant to the 2013 ATM,Page 15]
During its most recent bond sale (February 2013), the Town received a premium of$4,169,631 on the
exempt portion of the sale related to the Bridge/Bowman and Estabrook Schools projects. A new
Department of Revenue (DOR) Division of Local Services Bulletin 2013-01B, March 2013, allows this
premium to be appropriated for underlying project costs. Previously, use of any premium has been limited
to bond-issuance costs. Under this Article, those funds will be appropriated for those projects and the
previously authorized debt will be reduced by the same amount as there'd be no need to issue that amount
in bonds. The effect is to reduce the overall debt service for the projects. There is no change in the
authorized spending capacity for the project.
Article 19: Rescind Amount for Rescission Original Funding Committee Recommends
Prior Borrowing Source
Authorizations Debt Pending
"To see if the Town will vote to rescind the unused borrowing authority voted under previous Town
Meeting articles...."
[Town of Lexington Warrant to the 2013 ATM,Page 16]
51
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
At the time of this report, this Committee had not been notified of any proposed actions.
Note: No-longer-needed cash balanees f°om issued debt are not a subject for reseission. Those are
normally proposed to Town Meeting for appropriation to later Capital Articles.
Article 20: Establish and Funds Funding Source
Requested
Committee Recommends
Appropriate To and From q
Specified Stabilization $1,234,000 GF
Funds (Cash) + $950,000
GF (Free Cash) to
(Capital
Projects/Debt
To$2,184,000; Service
From Reserve/Building Approval (5-0)
$1,600,000; Renewal Fund;
$1,600,000 from
(Capital
Projects/Debt
Service
Reserve/Building
Renewal Fund)
"To see if the Town will vote to create and/or appropriate sums of money to and from Stabilization Funds
in accordance with Section 5B of Chapter 40 of the Massachusetts General Laws for the purposes of: ...
0) Capital Projects/Debt Service Reserve/Building Renewal Fund...."
[Town of Lexington Warrant to the 2013 ATM,Page 17]
The only one of the funds identified in the Warrant under this Article with capital implications at this
Town Meeting is the Capital Projects/Debt Service Reserve/Building Renewal Fund:
a. The first action is to withdraw, with a 2/3'd vote, from that Fund the $1,600,000 that had been
appropriated to the fund at the last November STM, under Article 3. That appropriation had been made
with the express intent, as proposed here, to withdraw that same amount for use in FY2014 toward the
Town's exempt-debt expenses to mitigate the increase to the taxpayers resulting from the debt service for
the unexpected Estabrook, Bridge, &Bowman Schools projects.
b. The second action is to deposit $2,184,000 of available cash that is not designated for use toward
FY2014 expenses so that it would be available in the Fund to apply to future Capital-related expenses.
Included in such expenses is the use of approximately $950,000 of this appropriation in FY2015 for
another offset to the increase in the non-exempt debt from those Schools projects. The approximately
$1,234,000 balance that would remain in this Fund will be available later in FY2014 and thereafter to be
applied, with a 2/3'd vote by a future Town Meeting, toward any of the purposes in the full title of the
Fund.
Article 21:Appropriate to Funds Requested Funding Source Committee Recommends
Stabilization Fund
Not applicable Not applicable Indefinite Postponement
(5-0)
"To see if the Town will vote to appropriate a sum of money to the previously created Stabilization
Fund...."
[Town of Lexington Warrant to the 2013 ATM,Page 17]
At this time, there is not any planned action under this Article.
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CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Article 22:Appropriate Funds Requested Funding Source Committee Recommends
from Debt Service
Stabilization Fund $124,057 Debt Service SF Approval (5-0)
"To see if the Town will vote to appropriate a sum of money from the Debt Service Stabilization Fund to
offset the FY2014 debt service of the bond dated February 1, 2003 issued for additions and renovations to
the Lexington High School, Clarke Middle School and Diamond Middle School, as refunded with bonds
dated December 8, 2011"
[Town of Lexington Warrant to the 2013 ATM,Page 17]
In August 2006, the Town received over $14 million from the Massachusetts School Building Authority
as reimbursement toward the Town's secondary-schools renovation project. After using over $11 million
of those funds to retire short-term debt taken on in anticipation of that reimbursement, there was
$2,143,079 excess reimbursement that needed to be applied toward the project's long-term exempt debt.
By Department of Revenue [DOR] regulations, these funds must be used only to offset debt service on
the outstanding bond for that exempt debt.
With the prior-year appropriations from this fund and, over the same period interest being earned on the
amount in the fund, the balance is now $1,258,728. With continued, yearly, appropriation of this same
amount($124,057), all the excess reimbursement will have been applied with the payment in FY2023.
With the present balance, that would still leave $18,548 in the fund, but the residual balance will be
higher in FY2023 as a result of interest that will be earned over the next 10 years. It is the Town's
position that the residual balance should be applied against other exempt debt in FY2024 as the
requirement to reserve these funds was to "return" the funds to the taxpayer through the mitigation of
exempt-debt service.
Article 25:Appropriate Funds Requested Funding Source Committee Recommends
for Authorized Capital
Improvements Pending
"To see if the Town will vote to make supplementary appropriations to be used in conjunction with
money appropriated in prior years for the installation or construction of water mains, sewers and sewerage
systems, drains, streets,buildings,recreational facilities or other capital improvements and equipment that
have heretofore been authorized...."
[Town of Lexington Warrant to the 2013 ATM,Page 18]
At the time of this report, this Committee had not been notified of any proposed actions.
Article 28:Amend Funds Requested Funding Source Committee Recommends
General Bylaws—
Town Meeting Not applicable Not applicable Indefinite Postponement
Warrant (5-0)
"To see if the Town will vote to amend Section 118-2 of the Code of the Town of Lexington("Posting and Mailing
of Warrant")by deleting the requirement that the warrant be mailed to each dwelling place in the Town and
providing for an alternative method of making warrants for elections and town meetings available to residents and
Town Meeting Members, or act in any other manner in relation thereto.
[Town of Lexington Warrant to the 2013 ATM,Page 19]
This Committee understands this Article will be Indefinitely Postponed as further work is needed on the
exact changes required in the Bylaw to properly provide for the desired change. As we support the
objective,we look forward to this matter being brought to a future Town Meeting.
53
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
We note, however, that this Committee reiterates last-year's position that instituting an opt-in approach
for all Town residents should require the Bylaw provide for an explicit heads-up to all of the Town's
residents before each Town Meeting reminding them of an upcoming Warrant(s), how the Warrant will be
accessible, and of their right to opt-in to getting a copy by mail—with reference to the means by which
they can opt-in.
Article 29:Amend Funding
Funds Requested Committee Recommends
General Bylaws— Source
Contracts and Deeds
(Solar Energy Not applicable Not applicable Approval (5-0)
Purchasing)
"To see if the Town will vote to amend Section 32-4 of Chapter 32 of the Code of the Town of Lexington
(Authorization to Solicit Award and Enter Certain Contracts) by adding after the words "Community
television services 10"the words "Leases, licenses,purchase power agreements, agreements for payments
in lieu of taxes (PILOTS), and/or other agreements for the purpose of installing solar energy facilities and
purchasing solar electricity 20"; or act in any other manner in relation thereto.
Extending the permissible duration of Town contracts to 20 years for the purpose of developing or
procuring solar energy (an extension of the current five year limit) is an essential step to facilitate efforts
to secure development of renewable energy projects as, in the current market, developers are unlikely to
make offers under the current duration limit.
Article 32:Amend Funding
Funds Requested Committee Recommends
General Bylaws— Source
Electronic Voting Not applicable Not Applicable Approval(5-0)
"To see if the Town will vote to amend Chapter 118 Section 17 (Voting) of the Code of the Town of
Lexington to permit, as an additional method, the electronic casting, recording, display, and reporting of
votes taken at Town Meeting; and to make other updating changes to that Section; or to act in any other
manner in relation thereto."
[Town of Lexington Warrant to the 2013 ATM,Page 20]
54
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Summary of Warrant Article Recommendations
Abbreviations: RF = Revolving Fund; CPF = Community Preservation Fund-
EF= Enterprise Fund; RE = Retained Earnings; GF = General Fund;
SF =Stabilization Fund; TBD = To Be Determined;ATM=Annual Town Meeting;
STM= Special Town etin
CEC
Recommended
Difference from
Article Description Request Request F Funding Source
8 Community Preservation Committee Operating Budget and CPA Projects
8(a) Archives&Records Management/Conservation $20,000 CPF(Cash)
8(b) CPA Conservation Restriction Enforcement Funds $25,000 CPF(Cash)
8(c) Cary Memorial Building Upgrades $550,000 CPF(Cash)
8(d) Muzzey Senior Center Upgrades $526,818 ($526,818) CPF(Cash)(Expect Indefinite
Postponement)
8(e) Visitor Center Design Phase $0 CPF(Cash)
8(f) Park and Playground Improvements $147,500 CPF(Cash)
8(g) Park Improvements-Athletic Fields $65,000 CPF(Cash)
8(h) Lincoln Park Field Improvements $565,000 $150,000 CPF(Cash)+$186,750
Recreation EF(RE)+$228,250 GF
(Debt)
8(i) Lexin ton Center Pocket Park and Ancillary Costs $21,500 CPF Cash
80) Merriam Hill Preservation Project $3,000 CPF(Cash)
8(k) Moon Hill National Register Nomination Project $6,000 CPF(Cash)
8(I) Greeley Village Front Doors $172,734 CPF(Cash)
8(m) LexHAB Set-Aside Funds for Acquisition of Community $450,000 CPF(Cash)
Housing
8(n) ACROSS Lexington Pedestrian/Bicycle Route System $5,875 $5,000 CPF(Cash)+$875 GF(Cash)
8(o) Buckman Tavern Restoration and Renovation $650,000 CPF(Cash)
8(p) Wright Farm Debt Service $36,875 1 CPF(Cash)
8(q) Administrative Budget $150,000 CPF(Cash)
9 Recreation Capital Projects
9(a) I Pine Meadows Improvements 1 $75,0001 lRecreation EF(RE)
9(b) I Lincoln Park Field Improvements See 8(h) See 8(h)
10 Municipal Capital Projects&Equipment
10(a) Fire Pumper Replacement $485,000 GF(Debt)
10(b) Cary Memorial Library RFID Conversion Project $124,000 GF(Free Cash)
10(c) Head End Equipment Replacement-Phase IV $60,000 GF(Free Cash)
10(d) MIS Technology Improvement Program-Phase II $160,000 GF(Cash)
10(e) Network Redundancy and Improvement Plan $36,000 GF(Free Cash)
10(f) Replace Town-wide Telephone Systems-Phase II $146,000 GF(Cash)
10(g) Townwide Electronic Document Management $60,000 GF(Free Cash)
System-Phase III
10(h) Hastings Park Gazebo Rehabilitation Design $15,000 GF(Cash)
10(i) Street Improvements and Easements $2,814,238 $1,890,074 GF(Cash)+$924,164
Chapter 90 State Aid
100) Townwide Culvert Replacement $390,000 GF(Cash)
10(k) Storm Drainage Improvements and NPDES Compliance $340,000 $155,155 GF(Cash)+184,845 GF
(Debt)
10(I) DPW Equipment Replacement $640,000 $349,000 GF(Debt)+$145,500 Water
EF(Debt)+$145,500 Wastewater EF
(Debt)
10(m) Hastings Park Irrigation $73,000 GF(Free Cash)
10(n) Hydrant Replacement Program $100,000 $50,000 GF(Free Cash)+$50,000
Water EF(RE)
10(o) Comprehensive Watershed Storm Water Management $390,000 GF(Debt)
Study and Implementation
10(p) Townwide Signalization Improvement $125,000 GF(Free Cash)
10(q) Hartwell Avenue Infrastructure-Engineering and $800,000 GF(Debt)
Easements
10(r) Sidewalk Improvements and Easements $400,000 GF(Debt)
10(s) Concord Avenue Sidewalk Construction and Easements $3,000,000 $2,904,000 GF(Debt)+$96,000 Traffic
Mitigation SF
11 Water System Improvements $900,000 $200,000 Water EF(Debt)+$700,000
Water EF(RE)
12 Wastewater System Improvements
12(a) Wastewater System Improvements $1,200,000 $1,000,000 Wastewater EF(Debt)+
$200,000 Wastewater EF(RE)
12(b) Pump Station Upgrades 1 $100,0001 1 Wastewater EF(Debt)
Continued on next page
55
CAPITAL EXPENDITURES COMMITTEE REPORT TO 2013 ATM
Continued from previous page
CEC
Recommended
Difference from
Article Description Request Request Funding Source
13 School Capital Projects&Equipment
13(a) School Technology $1,213,000 $728,000 GF(Debt)+$39,435 GF
(Free Cash)+$445,565 GF(Cash)
13(b) System-Wide School Classroom and Administrative $281,031 $201,387 GF(Debt)+$37,065 GF
Furniture (Free Cash)+$42,579 Prior-Year
13(c) Time Clock/Time Reporting System $30,000 GF(Free Cash)
14 Public Facilities Capital Projects
14(a) Municipal Building Envelope and Systems $173,954 GF(Cash)
14(b–d, Extraordinary School Repair Projects $666,500 $354,500 GF(Free Cash)+$312,000
I,&o) GF(Debt)
14(e) School Paving Program $150,000 GF(Free Cash)
14(f) Lexington High School Overcrowding–Phase 3 $362,000 GF(Debt)
Engineering and Improvements
14(g) School Security Standardization $370,000 GF(Free Cash)
14(h) Installed Wall Units–Air Conditioner $56,000 GF(Free Cash)
14(i) School Building Envelope and Systems Program $235,000 GF(Free Cash)
140) Clarke Middle School Bus Loop $35,000 GF(Free Cash)
14(k) Hastings School Kitchen Renovation $90,000 GF(Free Cash)
14(m) Public Facilities F350 Vehicle $80,000 GF(Debt)
14(n) Public Facilities Bid Documents $175,000 $100,000 CPF(Cash)+$75,000 GF
Free Cash
15 1 Bonds and Notes Premiums 1 $4,169,6311 1 Bond Premium
19 1 Rescind Prior Borrowing Authorizations I Pendingl I Debt
20 Establish and Appropriate to and from Specified To To$1,234,000 GF(Cash)+$950,000
Stabilization Funds $2,184,000; GF(Free Cash);From the Capital
From Projects/Debt Service Reserve/Building
$1,600,000 Renewal Fund
21 JAppropriate to Stabilization Fund N/A N/A;has been Indefinitely Postponed
22 JAppropriate from Debt Service Stabilization Fund 1 $124,0571 1 Debt Service SF
25 JAppropriate for Authorized Capital Improvements I Pending
28 JAmend General Bylaws—Town Meeting Warrant N/A N/A;has been Indefinitely Postponed
29 Amend General Bylaws—Contracts and Deeds(Solar N/A N/A
Energy Purchasing)
32 JAmend General Bylaws—Electronic Voting I N/A I IN/A
56