HomeMy WebLinkAbout2013-12-02-BOS-packet-releasedSELECTMEN’S MEETING
Monday, December 2, 2013
Selectmen Meeting Room
7:00 p.m.
AGENDA
7:00 p.m. PUBLIC COMMENT (10 min.)
7:10 p.m. SELECTMEN CONCERNS AND LIAISON REPORTS (5 min.)
7:15 p.m. TOWN MANAGER REPORT (5 min.)
7:20 p.m. ITEMS FOR INDIVIDUAL CONSIDERATION
1. Citizens Academy (5 min.)
2. Liquor Hearing – Transfer of License to il Casale – 1727 Mass. Avenue (5
min.) - 7:00 p.m.
3. Tax Classification Rate Setting (15 min.)
4. Engineering Recommendations and Approval of Traffic Regulations for
Shade Street (10 min.)
5. Discuss Need for Additional Funds for Patriots Day Events (5 min.)
6. Amend FY14 Spending Limit for PEG Access Revolving Fund for
Underground Installation of Redundant Fiber (5 min.)
7. Liquor – Change of Manager – Aloft Lexington – 727 Marrett Road (5 min.)
8. Approve License Renewals (5 min.)
9. Approve Process for Perambulation of Town Boundaries (5 min.)
10. Selectmen Committee Appointments/Resignations (5 min.)
11. Town Manager Appointment – Commission on Disability (5 min.)
12. Set Dates for Local Election, Closing Warrant and 1st Session of Town
Meeting for 2014 (5 min.)
8:30 p.m. CONSENT (5 min.)
1. Water and Sewer Commitments and Adjustments
2. Approve One-Day Liquor License – Spectacle Management
3. Minutes
8:35 p.m. EXECUTIVE SESSION (15 min.)
1. Exemption 6 – Purchase of Real Property
2. Exemption 3 – Fire Union Bargaining Update
8:50 p.m. ADJOURN
The next regular meeting of the Board of Selectmen is scheduled for Monday, December 16,
2013 at 7:00 p.m. in the Selectmen Meeting Room, Town Office Building, 1625 Massachusetts
Avenue.
Hearing Assistance Devices Available on Request
All agenda times and the order of items are approximate and subject to change.
AGENDA ITEM SUMMARY
LEXINGTON BOARD OF SELECTMEN MEETING
DATE: 12/2/13 STAFF: Lynne Pease ITEM NUMBER: I.2
SUBJECT:
Liquor License – Transfer Liquor License from Nourish to il Casale, 1727 Massachusetts
Avenue
EXECUTIVE SUMMARY:
I have received all the necessary paperwork to request your approval to transfer the all alcohol
liquor license from Nourish to Sfizi LLC, d/b/a il Casale, located at 1727 Massachusetts Avenue.
The proposed Manager Filippo deMagistris and his brothers Damian and Dante will be at your
meeting along with their legal counsel Kristen Scanlon.
FINANCIAL IMPACT:
RECOMMENDATION / SUGGESTED MOTION:
Motion to approve the application for a transfer of an all alcohol restaurant liquor license from
Nourish Restaurant, Inc., d/b/a Nourish to Sfizi LLC, d/b/a il Casale, located at 1727
Massachusetts Avenue.
STAFF FOLLOW-UP:
Selectmen’s Office
FORM 43
MUST BE SIGNED BY LOCAL LICENSING AUTHORITY
The Commonwealth of Massachusetts
Alcoholic Beverages Control Commission
239 Causeway Street
Boston, MA 02114
www.mass.gov/abcc
For Reconsideration
ABCC License Number City/Town Local Approval Date
TRANSACTION TYPE (Please check all relevant transactions):
New License
Cordials/Liqueurs Permit
Transfer of License
Issuance of Stock
Alteration of Licensed Premises
Change of Location
New Stockholder
Management/Operating Agreement 6-Day to 7-Day License
Change of Manager
New Officer/Director Change Corporate Name
Change of License Type
Seasonal to Annual
Wine & Malt to All Alcohol
Pledge of License
Pledge of Stock
Transfer of Stock
Other
Name of Licensee
ManagerD/B/A
EIN of Licensee
ZIP CODESTATECITY/TOWN:ADDRESS:
Annual or Seasonal Category:(All Alcohol- Wine & Malt Wine,
Malt & Cordials)
Type:(Restaurant, Club, Package
Store, General On Premises, Etc.)
Complete Description of Licensed Premises:
Application Filed:
Date & Time
Advertised:
Date & Attach Publication
Abutters Notified:Yes No
Licensee Contact Person for Transaction Phone:
Remarks:
ZIP CODESTATECITY/TOWN:ADDRESS:
The Local Licensing Authorities By: Alcoholic Beverages Control Commission
Ralph Sacramone
Executive Director
ABCC Remarks:
061200023 Town of Lexington 12/02/2013
Sfizi LLC
Filippo de Magistrisil Casale
46-3907817
02420MALexington1727 Massachusetts Avenue
Annual All Alcohol Restauraut
Approximately 4000 sq. ft. restaurant space with main dining room on the right and counter service area on the left. Seating capacity is 138. Main
entrance on Mass. Avenue; entrance/exit in rear. Seasonal private outdoor patio with seating for 30. Kitchen in rear; storage in the rear and in the
basement.
11/14/13 11:00 a.m. Lexington Minuteman 11/21/2013
Kristen Scanlon, Esq. 617-334-5032
Transfer of All Alcohol Restaurant Liquor License from Nourish Restaurant, Inc., d/b/a Nourish to Sfizi LLC, d/b/a il Casale.
02109MABoston112 Water Street, 2nd Floor
AGENDA ITEM SUMMARY
LEXINGTON BOARD OF SELECTMEN MEETING
DATE: STAFF: ITEM NUMBER:
December 2, 2013 Bd. of Assessors: Bill Jackson, Ed Grant and Greg Johnson I.3
Rob Lent, Assessor, Rob Addelson, Asst. TM for Finance
SUBJECT: Tax Classification Rate Setting
EXECUTIVE SUMMARY: At its meeting on November 18, 2013, the Board of Selectmen reviewed
the FY14 Tax Classification Packet as prepared by the Lexington Assessors Office. That packet, as
revised on November 20, 2012, is attached and is accompanied by a memorandum describing the
revisions. On November 18th, the Board also conducted a tax classification hearing to receive comments
from the public.
At tonight’s meeting, the Board will be asked to set a tax rate for FY14 which requires that four votes be
taken.
Establish a residential factor (see Exhibit A);
Determine whether to adopt the Open Space Discount;
Determine whether to adopt the Residential Exemption and, if so, the percentage (up to 20
percent);
Determine whether to adopt the Small Commercial Exemption
Please note that that the Department of Revenue has yet to approve FY14 assessed values. If the values
have not been approved by meeting time on December 2nd, Board action on setting a tax rate will need to
be postponed. As a contingency, an agenda item for setting the tax rate will be posted for each of the
mornings of December 3rd, 4th, and 5th, the dates on which the Board will be holding hearings of FY15
budget requests.
The tax rates in Exhibit A in the Tax Classification Packet are based on a tax levy equal to the FY14
maximum allowable levy under Proposition 2 ½, which includes debt service on exempt debt net of $1.6
million voted at the 2013 annual town meeting to mitigate the debt service impacts of the Bridge/Bowman
and Estabrook school projects.
FINANCIAL IMPACT: Setting the tax rate will allow for the issuance of 3rd quarter tax bills.
RECOMMENDATION / SUGGESTED MOTION:
Establish a residential factor (see Exhibit A);
Determine whether to adopt the Open Space Discount;
Determine whether to adopt the Residential Exemption and, if so, the percentage (up to 20
percent);
Determine whether to adopt the Small Commercial Exemption
STAFF FOLLOW-UP:
Finance.
Town of Lexington
Comptroller’s Office
Robert Addelson, Assistant Town Manager for Finance Phone: (781) 862- 0500
Fax: (781) 861-2794
raddelson@ci.lexington.ma.us
To: Board of Selectmen
cc: Carl Valente, Town Manager
From: Rob Addelson, Assistant Town Manager for Finance
Date: November 22, 2013
Subject: Revised Tax Classification Packet
Subsequent to the presentation of the FY14 Tax Classification packet at the Selectmen’s
meeting on November 18th, the Assessing Department reviewed the presentation of the
personal property values in Exhibit D of the packet and determined that the FY14 Assessed
Value should have read $187,553,750, not $177,615,770.
The attached revised Tax Classification packet reflects this correction and highlights (the pinkish
color) all fields in Exhibits A and B that have been revised as well due to the change in personal
property value.
My apologies for any confusion this may have caused. Please contact me with any questions.
Thank you.
1625 MASSACHUSETTS AVENUE • LEXINGTON, MASSACHUSETTS 02420
Town of Lexington
Fiscal Year 2014
Tax Classification Packet
Prepared for: Lexington Board of Selectmen
Prepared by: Lexington Assessors Office
Chairman, William W. Jackson
Member, Edmund C. Grant
Member, Gregory A. Johnson
Robert F. Lent, Director of Assessing
Classification Presentation
November 18, 2013
(revised November 20, 2013)
MEMO
To: Lexington Board of Selectmen
From: Lexington Board of Assessors
Subject: FY2014 Tax Classification Hearing
Date: November 18, 2013
This memo is intended to provide the Board of Selectmen with the necessary information to conduct a
Public Hearing and Information Session on the tax classification options available under Massachusetts
General Laws. The classification amendment requires the Board of Selectmen to consider four selections
with respect to the setting the FY2014 tax rate. The decision of the Board for each alternative must be
submitted to the DOR on form LA5. The four (4) selections are:
1. Selection of a residential factor
2. Selection of a discount for Open Space
3. A residential exemption
4. A small commercial exemption
These selections are discussed below.
1. Selection of a residential factor.
The Board of Selectmen may adopt a residential factor, thus increasing the commercial, industrial, and
personal property (C-I-P) tax rate by a maximum factor of 1.750. The attached Exhibits A & B
demonstrate the shift that the various C-I-P factors have on the percentage of the tax levy borne by each
class and the resulting tax rates. Approximately 100 of the 351 communities in Massachusetts adopt this
component of classification. Adopting the residential factor is, in practice, only available to communities
that have a commercial tax base.
2. Selection of a discount for Open Space.
Massachusetts General Law Chapter 59 Sec. 2A Defines Class 2 Open Space as:
"..land which is not otherwise classified and which is not taxable under provisions of chapters 61,
61A or 61B, or taxable under a permanent conservation restriction, and which land is not held for
the production of income but is maintained in an open or natural condition and which contributes
significantly to the benefit and enjoyment of the public."
A maximum exemption of 25% may be adopted for all property that is classified as Open Space.
The Assessors have not identified any property that meets the definition of Open Space
according to the statute. Bedford was the only community in the Commonwealth of MA to adopt
this exemption in FY2013.
1
2
Board of Selectmen
Tax Classification Hearing
November 18, 2013
3. Residential exemption.
The Board of Selectmen may adopt a maximum residential exemption of 20%. This exemption applies
only to owner-occupied properties. Those below the break-even point realize a reduction in taxes and
those above pay additional taxes. Non owner-occupied properties would have a substantial increase in
taxes including apartments and vacant land. Refer to the example in Exhibit H in this classification
packet.
Thirteen (13) communities in the Commonwealth of MA, typically those with a substantial base of rental
units, adopted this exemption in FY2013 Barnstable, Boston, Brookline, Cambridge, Chelsea, Everett,
Malden, Nantucket, Somerset, Somerville, Tisbury, Waltham and Watertown.
In Lexington in FY2014, Single Family Dwellings have an average assessed value of about $740,000
(rounded); however, the average assessed value for all “residential parcels” in Lexington (including the
following categories: single family dwellings, two & three family buildings, vacant land, condominiums,
and apartment buildings is (rounded):
$689,000
4. Small commercial exemption
An exemption of up to 10% of the property valuation can be granted to commercial (not industrial)
property that meets the requirements of the law. To qualify, eligible businesses must have occupied the
property as of January 1, must have had no more than ten (10) employees during the previous calendar
year and the building must have a valuation of less than $1,000,000. While the eligible business owners
do not have to own the building, all occupants of the commercial portion of the building must qualify.
Ten (10) Commonwealth of MA communities adopted the small commercial exemption in FY2013:
Auburn, Avon, Bellingham, Braintree, Dartmouth, New Ashford, Seekonk, Somerset, Westford, and
Wrentham.
FY2013 FY2014 % CHANGE
$141,639,397 N/A
$141,639,397 $148,761,313 5.03%$0 0.00%
$141,585,863 $148,761,313 5.07%$3,386,008 2.39%
$7,196,488,310 $7,411,620,000 2.99%$3,017,335 2.13%
$1,111,468,450 $1,143,975,350 2.92%$0 0.00%
$8,307,956,760 $8,555,595,350 2.98%718,573 0.51%
$15.20 T.B.D. T.B.D.$148,761,313 5.03%
$28.97 T.B.D. T.B.D.
C-I-P RESID C-I-P RES C-I-P RESID C-I-P RESID C-I-P RESID COMMENTS
1.000 1.000 13.37%86.63% 19,890,992$ 128,870,321$ $17.39 $17.39 -38.23% 17.81%SINGLE TAX RATE
1.050 0.992 14.04%85.96% 20,885,541$ 127,875,772$ $18.26 $17.25 -35.14% 16.90%
1.100 0.985 14.71%85.29% 21,880,091$ 126,881,222$ $19.13 $17.12 -32.05% 15.99%
1.150 0.977 15.38%84.62% 22,874,640$ 125,886,673$ $20.00 $16.99 -28.96% 15.08%
1.200 0.969 16.05%83.95% 23,869,190$ 124,892,123$ $20.87 $16.85 -25.87% 14.17%
1.250 0.961 16.71%83.29% 24,863,739$ 123,897,573$ $21.73 $16.72 -22.78% 13.27%
1.300 0.954 17.38%82.62% 25,858,289$ 122,903,024$ $22.60 $16.58 -19.69% 12.36%
1.350 0.946 18.05%81.95% 26,852,839$ 121,908,474$ $23.47 $16.45 -16.60% 11.45%
1.400 0.938 18.72%81.28% 27,847,388$ 120,913,925$ $24.34 $16.31 -13.52% 10.54%
1.450 0.931 19.39%80.61% 28,841,938$ 119,919,375$ $25.21 $16.18 -10.43% 9.63%
1.500 0.923 20.06%79.94% 29,836,487$ 118,924,826$ $26.08 $16.05 -7.34% 8.72%
1.550 0.915 20.73%79.27% 30,831,037$ 117,930,276$ $26.95 $15.91 -4.25% 7.81%
1.560 0.914 20.86%79.14% 31,029,947$ 117,731,366$ $27.12 $15.88 -3.63% 7.63%
1.570 0.912 20.99%79.01% 31,228,857$ 117,532,456$ $27.30 $15.86 -3.01% 7.45%
1.580 0.910 21.13%78.87% 31,427,767$ 117,333,546$ $27.47 $15.83 -2.40% 7.26%
1.590 0.909 21.26%78.74% 31,626,677$ 117,134,636$ $27.65 $15.80 -1.78% 7.08%
1.600 0.907 21.39%78.61% 31,825,587$ 116,935,726$ $27.82 $15.78 -1.16% 6.90%
1.610 0.906 21.53%78.47% 32,024,496$ 116,736,816$ $27.99 $15.75 -0.54% 6.72%
1.620 0.904 21.66%78.34% 32,223,406$ 116,537,907$ $28.17 $15.72 0.08% 6.54%
1.630 0.903 21.79%78.21% 32,422,316$ 116,338,997$ $28.34 $15.70 0.69% 6.36%
1.640 0.901 21.93%78.07% 32,621,226$ 116,140,087$ $28.52 $15.67 1.31% 6.17%
1.650 0.900 22.06%77.94% 32,820,136$ 115,941,177$ $28.69 $15.64 1.93% 5.99%
1.660 0.898 22.20%77.80% 33,019,046$ 115,742,267$ $28.86 $15.62 2.55% 5.81%
1.670 0.897 22.33%77.67% 33,217,956$ 115,543,357$ $29.04 $15.59 3.16% 5.63%
1.680 0.895 22.46%77.54% 33,416,866$ 115,344,447$ $29.21 $15.56 3.78% 5.45%
1.690 0.893 22.60%77.40% 33,615,776$ 115,145,537$ $29.39 $15.54 4.40% 5.26%
1.700 0.892 22.73%77.27% 33,814,686$ 114,946,627$ $29.56 $15.51 5.02% 5.08%
1.710 0.890 22.86%77.14%34,013,596$ 114,747,717$ $29.73 $15.48 5.63% 4.90%
1.720 0.889 23.00%77.00% 34,212,505$ 114,548,807$ $29.91 $15.46 6.25% 4.72%
1.730 0.887 23.13%76.87% 34,411,415$ 114,349,897$ $30.08 $15.43 6.87% 4.54%
1.740 0.886 23.27%76.73% 34,610,325$ 114,150,988$ $30.25 $15.40 7.49% 4.36%
1.750 0.884 23.40%76.60% 34,809,235$ 113,952,078$ $30.43 $15.37 8.11% 4.17% FY14 MAX SHIFT
FACTOR % LEVY CHNG: FY13 TO FY14TAX LEVY TAX RATE% SHARE OF LEVY
Percentage differs because the 5.07% change is based on
the FY13 actual levy and the 5.03% change is based on the
FY13 levy limit.
New Growth Increment
FY2014 Maximum
Allowable Levy Limit
Amended FY13 New
Growth
EXHIBIT A: ALTERNATIVE TAX RATE SCENARIOS FOR FY2014
Maximum Allowable Levy Limit
Proposition 2 1/2
increment
Tax Levy (FY13 actual, and
FY14 levy limit)
FY2013-FY2014 Change in Levy Limit and Values Factors Affecting Determination of FY2014 Levy Limit
FY2013 Maximum
Allowable Levy Limit
Residential Valuation
Residential Tax Rate
Comm/Indl/PP Tax Rate
OverrideComm + Indl + PP Valuation
Debt Exclusion
Increment
Total Valuation
11/20/20132:34 PM
3
MAXIMUMRESCIPTOTALCIPFY LEVYVALUEVALUEVALUE % VALUE %LEVY% VALUE %LEVYFACTOR1982 $25,840,699 $981,805,500 $260,146,400 $1,241,951,900 79.05% 72.07% 20.95% 27.93% 1.431983 $27,069,102 $990,919,800 $276,376,600 $1,267,296,400 78.19% 71.06% 21.81% 28.94% 1.331984 $28,022,798 $997,961,400 $296,494,700 $1,294,456,100 77.10% 69.73% 22.90% 30.27% 1.321985 $29,632,914 $1,007,078,700 $301,942,600 $1,309,021,300 76.93% 68.88% 23.07% 31.12% 1.321986 $31,019,098 $1,020,964,400 $317,326,500 $1,338,290,900 76.29% 68.76% 23.71% 31.24% 1.321987 $33,153,338 $2,235,803,100 $666,024,100 $2,901,827,200 77.05% 67.03% 22.95% 32.97% 1.441988 $34,836,855 $2,255,006,000 $674,748,700 $2,929,754,700 76.97% 66.81% 23.03% 33.19% 1.441989 $37,264,901 $2,301,575,500 $673,074,254 $2,974,649,754 77.37% 67.26% 22.63% 32.75% 1.451990 $40,392,000 $2,928,897,300 $843,484,600 $3,772,381,900 77.64% 66.71% 22.36% 33.29% 1.491991 $42,322,992 $2,620,862,100 $586,620,600 $3,207,482,700 81.71% 69.14% 18.29% 30.86% 1.691992 $43,474,747 $2,519,321,000 $532,077,800 $3,051,398,800 82.56% 70.86% 17.44% 29.14% 1.671993 $47,365,952 $2,574,645,700 $460,616,200 $3,035,261,900 84.82% 74.14% 15.18% 25.86% 1.701994 $48,686,562 $2,633,197,000 $420,527,200 $3,053,724,200 86.23% 76.59% 13.77% 23.41% 1.701995 $50,261,924 $2,801,492,000 $415,545,200 $3,217,037,200 87.08% 78.04% 12.92% 21.96% 1.701996 $53,185,783 $2,975,007,040 $433,858,760 $3,408,865,800 87.27% 78.36% 12.73% 21.64% 1.701997 $54,713,901 $3,099,278,410 $445,558,740 $3,544,837,150 87.43% 78.63% 12.57% 21.37% 1.701998 $56,940,636 $3,300,687,100 $494,410,360 $3,795,097,460 86.97% 77.85% 13.03% 22.15% 1.701999 $58,891,464 $3,523,737,000 $565,977,160 $4,089,714,160 86.16% 76.47% 13.84% 23.53% 1.702000 $61,263,839 $3,761,567,000 $744,710,290 $4,506,277,290 83.47% 75.21% 16.53% 24.79% 1.502001 $68,753,066 $4,200,706,000 $814,607,290 $5,015,313,290 83.76% 74.01% 16.24% 25.99% 1.602002 $72,024,765 $4,706,431,500 $911,710,050 $5,618,141,550 83.77% 73.71% 16.23% 26.29% 1.622003 $75,793,067 $5,186,133,750 $897,438,810 $6,083,572,560 85.25% 74.92% 14.75% 25.08% 1.702004 $82,109,040 $6,018,408,000 $892,768,060 $6,911,176,060 87.08% 76.75% 12.92% 23.25% 1.802005 $91,165,834 $6,275,351,000 $870,816,360 $7,146,167,360 87.81% 78.07% 12.19% 21.93% 1.802006 $94,751,711 $6,823,275,250 $862,993,280 $7,686,268,530 88.77% 80.01% 11.23% 19.99% 1.782007 $101,074,790 $7,135,277,500 $923,957,080 $8,059,234,580 88.54% 80.05% 11.46% 19.95% 1.742008 $110,222,125 $6,945,049,000 $984,115,350 $7,929,164,350 87.59% 78.90% 12.42% 21.10% 1.702009 $116,338,164 $6,991,353,500 $1,042,254,630 $8,033,608,130 87.03% 77.95% 12.97% 22.05% 1.702010 $121,725,000 $6,896,447,750 $995,142,860 $7,891,590,610 87.39% 77.72% 12.61% 22.28% 1.702011 $127,955,723 $6,953,985,750 $1,019,733,440 $7,973,719,190 87.21% 77.59% 12.79% 22.41% 1.702012 $134,337,548 $6,974,904,000 $1,051,783,320 $8,026,687,320 86.90% 77.72% 13.10% 22.28% 1.702013 $141,639,397 $7,196,488,310 $1,111,468,450 $8,307,956,760 86.62% 77.26% 13.38% 22.74% 1.702014 $148,761,313 $7,411,620,000 $1,143,975,350 $8,555,595,350 86.63% TBD 13.37% TBD TBDEXHIBIT B: HISTORICAL LEVY SUMMARY CIPRESIDENTIAL 11/20/20134
FiscalYear (*)SINGLE FAMILY DWELLING VALUATIONNUMBER OF SINGLE FAMILY DWELLINGSAVERAGE SFD A / VPERCENTINCREASE A / V TAX RATEAVERAGE TAXESCIPFACTOR1992 $2,268,576,000 8,682 $261,296 N/A $12.23 $3,195.66 N/A 1.67 $3,051,398,8001993 $2,324,384,000 8,715 $266,711 2.07% $13.64 $3,637.93 13.84% 1.70 $3,035,261,9001994 $2,386,608,000 8,734 $273,255 2.45% $14.16 $3,869.29 6.36% 1.70 $3,053,724,2001995 $2,535,745,000 8,752 $289,733 6.03% $14.00 $4,056.26 4.83% 1.70 $3,217,037,2001996 $2,681,040,000 8,758 $306,125 5.66% $14.01 $4,288.81 5.73% 1.70 $3,408,865,8001997 $2,791,978,000 8,775 $318,174 3.94% $13.88 $4,416.26 2.97% 1.70 $3,544,837,1501998 $2,975,012,000 8,798 $338,146 6.28% $13.43 $4,541.31 2.83% 1.70 $3,795,097,4601999 $3,171,199,000 8,810 $359,954 6.45% $12.79 $4,603.82 1.38% 1.70 $4,089,714,1602000 $3,376,143,000 8,821 $382,739 6.33% $12.25 $4,688.56 1.84% 1.50 $4,506,277,2902001 $3,777,857,000 8,840 $427,359 11.66% $12.11 $5,175.32 10.38% 1.60 $5,015,313,2902002 $4,225,339,000 8,845 $477,709 11.78% $11.28 $5,388.56 4.12% 1.62 $5,618,141,5502003 $4,693,071,000 8,898 $527,430 10.41% $10.95 $5,775.36 7.18% 1.70 $6,083,572,5602004 $5,456,206,000 8,887 $613,954 16.40% $10.47 $6,428.09 11.30% 1.80 $6,911,176,0602005 $5,687,532,000 8,899 $639,120 4.10% $11.34 $7,247.62 12.75% 1.80 $7,146,167,3602006 $6,206,172,000 8,910 $696,540 8.98% $11.11 $7,738.56 6.77% 1.78 $7,686,268,5302007 $6,499,630,000 8,917 $728,903 4.65% $11.34 $8,265.76 6.81% 1.74 $8,059,234,5802008 $6,262,572,000 8,922 $701,925 -3.70% $12.52 $8,788.10 6.32% 1.70 $7,929,164,3502009 $6,274,760,000 8,934 $702,346 0.06% $12.97 $9,109.43 3.66% 1.70 $8,033,608,1302010 $6,184,505,000 8,944 $691,470 -1.55% $13.86 $9,583.77 5.21% 1.70 $7,891,590,6102011 $6,234,563,000 8,949 $696,677 0.75% $14.40 $10,032.15 4.68% 1.70 $7,973,719,1902012 $6,251,243,000 8,963 $697,450 0.11% $14.97 $10,440.82 4.07% 1.70 $8,026,687,3302013 $6,441,950,000 8,978 $717,526 2.88% $15.20 $10,906.40 4.46% 1.70 $7,411,620,0002014 $6,658,875,000 8,996 $740,204 3.16% TBD TBD TBD TBD $8,555,595,350* All values are inclusive of new growthTOTAL (Taxable RE & PP)PERCENT INCREASETAXESEXHIBIT C: HISTORY OF AVERAGE SINGLE FAMILY DWELLING AND TAX BURDEN - FY1992 TO PRESENT11/20/20135
Residential ( R ) Commercial ( C ) Industrial (I)Commercial + Industrial CombinedPersonal Property (P) C-I-P Subtotal Total AssessedFY 13 Assessed Value $7,196,488,310 $638,855,290 $282,519,000$921,374,290$190,094,160 $1,111,468,450 $8,307,956,760FY 14 Assessed Value$7,411,620,000 $659,735,600 $296,686,000$956,421,600$187,553,750 $1,143,975,350 $8,555,595,350$ increase $215,131,690 $20,880,310 $14,167,000$35,047,310($2,540,410)$32,506,900 $247,638,590% increase 2.99% 3.27% 5.01%3.80%-1.34% 2.92% 2.98%FY 14 New Growth $95,520,000 $8,983,000 $12,938,000$21,921,000$33,115,240 $55,036,240 $150,556,240FY14 Assessed Value w/o New Growth$7,316,100,000 $650,752,600 $283,748,000$934,500,600$154,438,510 $1,088,939,110 $8,405,039,110$ inc./decr. over FY 13 $119,611,690 $11,897,310 $1,229,000$13,126,310($35,655,650) ($22,529,340)$97,082,350% inc./decr. over FY 13 1.66% 1.86% 0.44%1.42%-18.76% -2.03% 1.17%FY 13 share of total value86.62% 7.69% 3.40%11.09%2.29% 13.38%FY 14 share of total value w/o growth87.04% 7.74% 3.38%11.12%1.84% 12.96%Change0.42% 0.05%-0.02%0.03%-0.45% -0.42%EXHIBIT D: CHANGES IN ASSESSED VALUES BY CLASS: FY2013 TO FY2014This chart is intended to show the change in assessed value by class. FY14 values are shown with and without new growth. The changes in assessedvalues between FY13 and FY14 are noted below:11/20/20136
RESIDENTIAL(Does not include condos, apts, 2-3 family, etc)SINGLE FAMILY DWELLING (# = 8,996)FY 2013FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014FY'14 Avg. SFD Assmt.(pend'g DOR approval) $717,526$729,913 $729,913 $729,913 $729,913 $729,913 $729,913 $729,913 $729,913 $729,913 $729,913 $729,913Tax Burden Shift Factor1.701.651.661.671.681.691.701.711.721.731.741.75FY 2013 Tax Rate (per $1K of Ass'd value) $15.20$15.64 $15.62 $15.59 $15.56 $15.54 $15.51 $15.48 $15.46 $15.43 $15.40 $15.37Avg. FY 2013 Tax Bill (based on Ass'd Value) $10,906$11,418 $11,399 $11,379 $11,359 $11,340 $11,320 $11,301 $11,281 $11,261 $11,242 $11,222$ Tax differential between FY13-FY14N/A$512$493 $473 $453 $434 $414 $395 $375 $355 $336 $316% Tax differential between FY13-FY14N/A4.70% 4.52% 4.34% 4.16% 3.98% 3.80% 3.62% 3.44% 3.26% 3.08% 2.90%COMMERCIAL(Office (non-Lab/Med) > 30,000 sqft GBA)LARGE OFFICE BLDG (# = 21)FY 2013FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014FY'14-Estm. @ $122/sf; Avg Prpty Ass'd $13,177,000 $13,385,000 $13,385,000 $13,385,000 $13,385,000 $13,385,000 $13,385,000 $13,385,000 $13,385,000 $13,385,000 $13,385,000 $13,385,000Tax Burden Shift Factor1.701.651.661.671.681.691.701.711.721.731.741.75FY 2013 Tax Rate (per $1K of Ass'd value) $28.97$28.69 $28.86 $29.04 $29.21 $29.39 $29.56 $29.73 $29.91 $30.08 $30.25 $30.43Avg. FY 2013 Tax Bill (based on Ass'd Value) $381,738$384,010 $386,337 $388,664 $390,992 $393,319 $395,646 $397,974 $400,301 $402,628 $404,956 $407,283$ Tax differential between FY13-FY14N/A$2,272 $4,599 $6,927 $9,254 $11,581 $13,909 $16,236 $18,563 $20,891 $23,218 $25,545% Tax differential between FY13-FY14N/A0.60% 1.20% 1.81% 2.42% 3.03% 3.64% 4.25% 4.86% 5.47% 6.08% 6.69%(Office (non-Lab/Med) 10,000>,<30,000 sqft GBA)MEDIUM OFFICE BLDG (# = 7)FY 2013FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014FY'14- Estm. @ $122/sf; Avg Prpty Ass'd $1,798,000 $1,808,000 $1,808,000 $1,808,000 $1,808,000 $1,808,000 $1,808,000 $1,808,000 $1,808,000 $1,808,000 $1,808,000 $1,808,000Tax Burden Shift Factor1.701.651.661.671.681.691.701.711.721.731.741.75FY 2013 Tax Rate (per $1K of Ass'd value) $28.97$28.69 $28.86 $29.04 $29.21 $29.39 $29.56 $29.73 $29.91 $30.08 $30.25 $30.43Avg. FY 2013 Tax Bill (based on Ass'd Value) $52,088$51,871 $52,185 $52,499 $52,814 $53,128 $53,443 $53,757 $54,071 $54,386 $54,700 $55,014$ Tax differential between FY13-FY14N/A-$217$97$411 $726 $1,040 $1,354 $1,669 $1,983 $2,298 $2,612 $2,926% Tax differential between FY13-FY14N/A-0.42% 0.19% 0.79% 1.39% 2.00% 2.60% 3.20% 3.81% 4.41% 5.01% 5.62%(Retail, Restaurants, & Banks, w/offices up/down stairs)DOWNTOWN RETAIL (# = 24)FY 2013FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014FY'14- Estm. @ $218/sf; Avg Prpty Ass'd $2,041,083 $2,050,416 $2,050,416 $2,050,416 $2,050,416 $2,050,416 $2,050,416 $2,050,416 $2,050,416 $2,050,416 $2,050,416 $2,050,416Tax Burden Shift Factor1.701.651.661.671.681.691.701.711.721.731.741.75FY 2013 Tax Rate (per $1K of Ass'd value) $28.97$28.69 $28.86 $29.04 $29.21 $29.39 $29.56 $29.73 $29.91 $30.08 $30.25 $30.43Avg. FY 2013 Tax Bill (based on Ass'd Value) $59,130$58,826 $59,182 $59,539 $59,895 $60,252 $60,608 $60,965 $61,321 $61,678 $62,034 $62,391$ Tax differential between FY13-FY14N/A-$305$52$408 $765 $1,121 $1,478 $1,834 $2,191 $2,547 $2,904 $3,261% Tax differential between FY13-FY14N/A-0.52% 0.09% 0.69% 1.29% 1.90% 2.50% 3.10% 3.71% 4.31% 4.91% 5.51%(Retail Condos are not included)OFFICE CONDO (# = 196)FY 2013FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014FY'14- Estm. @ $200/sf; Avg Prpty Ass'd $150,513 $152,415 $152,415 $152,415 $152,415 $152,415 $152,415 $152,415 $152,415 $152,415 $152,415 $152,415Tax Burden Shift Factor1.701.651.661.671.681.691.701.711.721.731.741.75FY 2013 Tax Rate (per $1K of Ass'd value) $28.97$28.69 $28.86 $29.04 $29.21 $29.39 $29.56 $29.73 $29.91 $30.08 $30.25 $30.43Avg. FY 2013 Tax Bill (based on Ass'd Value) $4,360$4,373 $4,399 $4,426 $4,452 $4,479 $4,505 $4,532 $4,558 $4,585 $4,611 $4,638$ Tax differential between FY13-FY14N/A$12$39$65$92$118 $145 $171 $198 $224 $251 $277% Tax differential between FY13-FY14N/A0.28% 0.89% 1.50% 2.11% 2.71% 3.32% 3.93% 4.54% 5.15% 5.75% 6.36%INDUSTRIAL(Laboratory/Medical/Biological Use is Primary)LAB/OFFICE COMBO (# =12)FY 2013FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014 FY 2014FY'14- Estm. @ $236/sf; Avg Prpty Ass'd $24,402,000 $24,755,667 $24,755,667 $24,755,667 $24,755,667 $24,755,667 $24,755,667 $24,755,667 $24,755,667 $24,755,667 $24,755,667 $24,755,667Tax Burden Shift Factor1.701.651.661.671.681.691.701.711.721.731.741.75FY 2013 Tax Rate (per $1K of Ass'd value) $28.97$28.69 $28.86 $29.04 $29.21 $29.39 $29.56 $29.73 $29.91 $30.08 $30.25 $30.43Avg. FY 2013 Tax Bill (based on Ass'd Value) $706,926$710,229 $714,533 $718,838 $723,142 $727,447 $731,751 $736,055 $740,360 $744,664 $748,969 $753,273$ Tax differential between FY13-FY14N/A$3,303 $7,607 $11,912 $16,216 $20,521 $24,825 $29,129 $33,434 $37,738 $42,043 $46,347% Tax differential between FY13-FY14N/A0.47% 1.08% 1.69% 2.29% 2.90% 3.51% 4.12% 4.73% 5.34% 5.95% 6.56%EXHIBIT D-1: TOWN OF LEXINGTON - Tax Rate Shift Options & Property Comparisons(FY2014 Values are derived netof new growth)11/20/20137
FY2012 FY2013
FY 2013 RESID C-I-P C-I-P RESID C-I-P C-I-P
MUNICIPALITY C / I / P RATE RATE SHIFT RATE RATE SHIFT
Cambridge $9,647,363,248 $8.48 $20.76 1.697 $8.66 $21.50 1.710
Waltham $2,834,415,729 $13.35 $31.27 1.750 $13.49 $31.77 1.750
Newton $2,199,307,223 $11.17 $21.32 1.740 $11.49 $21.93 1.740
Woburn $1,731,778,084 $10.40 $26.83 1.750 $10.40 $27.01 1.750
Burlington $1,682,027,668 $11.55 $30.95 1.672 $11.85 $31.70 1.668
Lexington $1,111,468,450 $14.97 $28.45 1.700 $15.20 $28.97 1.700
Wellesley $1,121,425,185 $11.48 $11.48 1.000 $11.70 $11.70 1.000
Needham $1,001,947,130 $10.95 $21.50 1.750 $11.30 $22.18 1.750
Watertown $950,669,622 $14.40 $26.64 1.750 $14.68 $27.15 1.750
FY2012 FY2013
RESID C-I-P C-I-P RESID C-I-P C-I-P
MUNICIPALITY RATE RATE SHIFT RATE RATE SHIFT
Arlington 13.66$ 13.66$ 1.00 13.61$ 13.61$ 1.000
Belmont 13.35$ 13.35$ 1.00 13.33$ 1.33$ 1.000
Burlington 11.55$ 30.95$ 1.672 11.85$ 31.70$ 1.668
Bedford 15.21$ 33.21$ 1.750 15.37$ 33.80$ 1.750
Concord 13.58$ 13.58$ 1.00 14.07$ 14.07$ 1.000
Lincoln 13.81$ 18.17$ 1.300 14.23$ 18.72$ 1.300
Winchester 12.55$ 11.77$ N/A 12.77$ 12.01$ N/A
Waltham 13.35$ 31.27$ 1.75 13.49$ 31.77$ 1.750
N/A = not applicable
COMPARABLE COMMERCIAL COMMUNITIES
COMMUNITIES CONTIGUOUS TO LEXINGTON
EXHIBIT E: TAX FACTORS AND TAX RATES - COMPARABLE
COMMERCIAL COMMUNITIES AND CONTIGUOUS
COMMUNITIES
11/20/2013
8
Division of Local ServicesMunicipal Databank/Local Aid SectionFiscal Year 2013 Assessed Values by Class MunicipalityFiscal YearResidential ValueOpen Space ValueCommercial ValueIndustrial ValuePersonal Property ValueComm/Indl/Pers (C/I/P)Total Assessed ValueR & O as % of Total ValueCIP as % of Total Value1Boston 2013 $60,147,396,114 $0 $26,762,023,122 $707,703,032 $4,582,149,430 $32,051,875,584 $92,199,271,698 65.2 34.82Cambridge 2013 $15,566,609,253 $0 $5,405,660,055 $3,171,456,253 $1,070,246,940 $9,647,363,248 $25,213,972,501 61.7 38.33Newton 2013 $18,445,998,977 $0 $1,696,718,623 $150,970,900 $351,617,700 $2,199,307,223 $20,645,306,200 89.3 10.74Nantucket 2013 $15,890,745,965 $22,428,100 $932,271,034 $50,373,351 $205,311,229 $1,187,955,614 $17,101,129,679 92.2 7.85Brookline 2013 $14,045,797,140 $0 $1,274,617,400 $14,225,100 $184,589,740 $1,473,432,240 $15,519,229,380 90.5 9.56Barnstable 2013 $11,220,887,767 $0 $1,223,179,078 $80,290,800 $197,055,870 $1,500,525,748 $12,721,413,515 88.2 11807Worcester 2013 $7,817,606,588 $0 $1,931,240,336 $546,003,855 $584,005,500 $3,061,249,691 $10,878,856,279 71.9 28.18Quincy 2013 $8,650,383,843 $0 $1,627,994,157 $83,725,700 $259,846,850 $1,971,566,707 $10,621,950,550 81.4 18.69Falmouth 2013 $9,783,235,733 $3,289,200 $574,980,651 $72,537,600 $180,898,159 $828,416,410 $10,614,941,343 92.2 7.810Wellesley 2013 $8,234,182,000 $0 $1,005,915,000 $7,438,000 $108,072,185 $1,121,425,185 $9,355,607,185 88 1211Plymouth 2013 $6,708,046,206 $0 $807,144,212 $877,170,900 $219,863,050 $1,904,178,162 $8,612,224,368 77.9 22.112Somerville 2013 $7,293,246,502 $0 $843,242,898 $273,007,500 $185,838,150 $1,302,088,548 $8,595,335,050 84.9 15.113Waltham 2013 $5,697,874,745 $0 $2,054,231,833 $462,439,256 $317,744,640 $2,834,415,729 $8,532,290,474 66.8 33.214Lexington 2013 $7,196,488,310 $0 $638,855,290 $282,519,000 $190,094,160 $1,111,468,450 $8,307,956,760 86.6 13.415Needham 2013 $6,922,042,800 $0 $703,067,800 $121,108,800 $177,770,530 $1,001,947,130 $7,923,989,930 87.4 12.616Framingham 2013 $5,581,503,793 $0 $1,204,498,235 $239,864,800 $242,767,540 $1,687,130,575 $7,268,634,368 76.8 23.217Arlington 2013 $6,750,291,829 $0 $332,259,203 $16,149,400 $102,576,650 $450,985,253 $7,201,277,082 93.7 6.318Andover 2013 $5,441,912,945 $8,391,900 $544,010,554 $574,064,300 $234,340,227 $1,352,415,081 $6,802,719,926 80.1 19.919Springfield 2013 $4,858,355,700 $0 $1,047,246,800 $159,725,600 $631,025,200 $1,837,997,600 $6,696,353,300 72.6 27.420Edgartown 2013 $6,117,331,730 $0 $372,908,780 $3,682,900 $104,066,828 $480,658,508 $6,597,990,238 92.7 7.321Medford 2013 $5,608,195,443 $0 $624,690,357 $93,287,900 $127,072,430 $845,050,687 $6,453,246,130 86.9 13.122Natick 2013 $4,779,077,420 $0 $1,291,280,110 $40,213,000 $118,400,530 $1,449,893,640 $6,228,971,060 76.7 23.323Peabody 2013 $4,728,970,924 $0 $1,091,236,893 $237,378,400 $112,342,910 $1,440,958,203 $6,169,929,127 76.6 23.424Lowell 2013 $5,005,369,487 $0 $526,424,699 $344,529,092 $206,194,580 $1,077,148,371 $6,082,517,858 82.3 17.725Dennis 2013 $5,385,094,151 $595,200 $354,865,229 $23,894,000 $76,659,520 $455,418,749 $5,841,108,100 92.2 7.8EXHIBIT F: TOP 25 COMMUNITIES BY TOTAL ASSESSED VALUE11/20/20139
2010* 2007* 2009* 2010**MASSACHUSETTS BOND FY13 TAX FY13 TAX FY13 RESID % C-I-P % RESID POP AREA DENSITY PERMUNICIPALITY RATING RATE RATE SHIFT OF TOTALOF TOTALEXEMPT'N ULA SQ PER SQ CAPITARESID C-I-P FACTOR VALUE VALUE ADOPTED TION MILES MILE INCOMELEXINGTON Aaa 15.20 28.97 1.70 86.62% 13.38%NO31,394 16.5 1,886 $86,260ACTON AAA 19.10 19.10 1.00 87.20% 12.80%NO21,924 20.3 1,079 $55,496ANDOVER Aa1 14.51 24.26 1.48 80.12% 19.88%NO33,201 32.1 1,034 $69,120ARLINGTON Aa1 13.66 13.66 1.00 93.74% 6.26%NO42,844 5.5 7,776 $43,414BARNSTABLE AAA 8.76 7.89 1.00 88.20% 11.80%YES45,193 76.3 593 $29,719BEDFORD Aa1 15.37 33.8 1.75 78.58% 21.42%NO13,320 13.9 960 $52,676BELMONT AAA 13.33 13.33 1.00 94.33% 5.67%NO24,729 4.7 5,250 $65,808BROOKLINE AAA 11.65 18.97 1.73 90.51% 9.49%YES58,732 6.8 8,612 $58,434CANTON AAA 11.91 24.23 1.65 77.57% 22.43%NO21,561 19.6 1,101 $48,744CHATHAM AAA 5.03 5.03 1.00 92.90% 7.10%NO6,125 24.4 251 $38,178CONCORD Aaa 14.07 14.07 1.00 90.68% 9.32%NO17,668 25.9 682 $103,066DEDHAM AAA 15.79 34.37 1.75 79.29% 20.71%NO24,729 10.6 2,324 $41,722DOVER Aaa 12.80 12.80 1.00 97.31% 2.69%NO5,589 15.4 363 $206,084DUXBURY AAA 14.19 14.19 1.00 95.69% 4.31%NO15,059 37.6 400 $66,332HINGHAM Aaa 12.32 12.32 1.00 87.20% 12.80%NO22,157 25.0 885 $74,095LINCOLN AAA 14.23 18.72 1.30 96.23% 3.77%NO6,362 15.0 424 $122,383MARBLEHEAD AAA 10.85 10.85 1.00 94.53% 5.47%NO19,808 19.6 1,009 $69,497NATICK AAA 14.34 14.34 1.00 76.72% 23.28%NO33,006 16.1 2,056 $46,091NEEDHAM AAA 11.30 22.18 1.75 87.36% 12.64%NO28,886 12.7 2,274 $80,902NEWTON Aaa 11.49 21.93 1.74 89.35% 10.65%NO85,146 18.2 4,678 $97,648NORWELL AAA 16.10 16.10 1.00 84.41% 15.59%NO10,506 21.2 496 $64,495SHERBORN AAA 19.72 19.72 1.00 95.06% 4.94%NO4,119 16.2 254 $150,435SUDBURY AAA 17.99 23.52 1.28 92.93% 7.07%NO17,659 24.6 717 $98,133WAYLAND Aaa 17.89 17.89 1.00 94.75% 5.25%NO12,994 15.9 817 $136,900WELLESLEY Aaa 11.70 11.70 1.00 88.01% 11.99%NO27,982 10.5 2,667 $134,245WESTON Aaa 12.40 12.40 1.00 95.10% 4.90%NO11,261 17.3 650 $281,236WINCHESTER Aaa 12.77 12.01 NA 94.65% 5.35%NO21,374 6.3 3,398 $87,306* Statistics directly from US Census Bureau data** DOR Per Capita IncomeNote: AAA denotes Standard & Poors rating and Aaa denotes Moody's rating EXHIBIT G: TAX FACTORS and TAX RATES FOR Aaa RATED COMMUNITIES11/20/201310
(a)(b) ( c ) (d)(e)(f) (g)(h) (i)ASSESSED ACTUAL ACTUALNEW NEW NEWVALUETAX RATETAXESExemptionA / VTAX RATETAXES$5,000 $0.01520 $76 $0 $5,000 $0.01899 $95 $19 24.93% TOTAL RESIDENTIAL VALUE $7,411,620,000$25,000 $0.01520 $380 $0 $25,000 $0.01899 $475 $95 24.93% TOTAL # RESID. PARCELS 10,759$50,000 $0.01520 $760 $0 $50,000 $0.01899 $949 $189 24.93% AVG. RESIDENTIAL PARCEL $689,000$100,000 $0.01520 $1,520 $0 $100,000 $0.01899 $1,899 $379 24.93% EXEMPTION @ 20% 20%$300,000 $0.01520 $4,560 $138,000 $162,000 $0.01899 $3,076 -$1,484 -32.54% EXEMPTION $ AMOUNT $137,800$400,000 $0.01520 $6,080 $138,000 $262,000 $0.01899 $4,975 -$1,105 -18.17% $$ AMOUNT ROUNDED $138,000$500,000 $0.01520 $7,600 $138,000 $362,000 $0.01899 $6,874 -$726 -9.55%ESTIMATED# EXEMPTIONS9,500$600,000 $0.01520 $9,120 $138,000 $462,000 $0.01899 $8,773 -$347 -3.81% TOTAL RESID. EXEMPT VALUE $1,311,000,000$650,000 $0.01520 $9,880 $138,000 $512,000 $0.01899 $9,722 -$158 -1.60% PRELIMINARY RESID. RATE (FY2014$15.63* $691,700 $0.01520 $10,514 $138,000 $553,700 $0.01899 $10,514 $0 0.00% TOTAL RESID. REVENUE $115,843,621$700,000 $0.01520 $10,640 $138,000 $562,000 $0.01899 $10,672 $32 0.30%$800,000 $0.01520 $12,160 $138,000 $662,000 $0.01899 $12,571 $411 3.38% NEW RESID. ASSESSED VALUE $6,100,620,000$900,000 $0.01520 $13,680 $138,000 $762,000 $0.01899$14,469 $789 5.77% NEW RESID. RATE$18.99$1,000,000 $0.01520 $15,200 $138,000 $862,000 $0.01899 $16,368 $1,168 7.69%$1,100,000 $0.01520 $16,720 $138,000 $962,000 $0.01899 $18,267 $1,547 9.25%$1,250,000 $0.01520 $19,000 $138,000 $1,112,000 $0.01899 $21,116 $2,116 11.13%$1,500,000 $0.01520 $22,800 $138,000 $1,362,000 $0.01899 $25,863 $3,063 13.43%$1,750,000 $0.01520 $26,600 $138,000 $1,612,000 $0.01899 $30,610 $4,010 15.08%$2,000,000 $0.01520 $30,400 $138,000 $1,862,000 $0.01899 $35,357 $4,957 16.31%$2,500,000 $0.01520 $38,000 $138,000 $2,362,000 $0.01899 $44,852 $6,852 18.03%$3,000,000 $0.01520 $45,600 $138,000 $2,862,000 $0.01899 $54,346 $8,746 19.18%$5,000,000 $0.01520 $76,000 $138,000 $4,862,000 $0.01899 $92,324 $16,324 21.48%$10,000,000 $0.01520 $152,000 $0 $10,000,000 $0.01899 $189,888 $37,888 24.93%$20,000,000 $0.01520 $304,000 $0 $20,000,000 $0.01899 $379,777 $75,777 24.93%$30,000,000$0.01520 $456,000$0 $30,000,000$0.01899$569,665$113,66524.93%NON-OWNER OCCUPIED PROPERTIES WILL HAVE A17.69% INCREASE IN TAXES*BREAKEVEN ASSESSED VALUE, NO TAX IMPACT.RESIDENTIAL EXEMPTIONWORKSHEETFISCAL YEAR 2014 INFORMATIONEXHIBIT H: RESIDENTIAL EXEMPTION: FY2014 PROPERTY IMPACT ANALYSIS$ Change (g-c)% Change (h/c)11/20/201311
AGENDA ITEM SUMMARY
LEXINGTON BOARD OF SELECTMEN MEETING
DATE: STAFF: ITEM NUMBER:
December 2, 2013 Rob Addelson, Asst. Town Mgr. for Finance I.6
SUBJECT: Amend FY14 spending limit for PEG Access Revolving Fund for underground installation
of redundant fiber
EXECUTIVE SUMMARY: The purpose of this agenda item is to seek an increase in the spending limit
of the PEG (Public, Governmental, Educational) Access Revolving Fund to finance the
underground installation of redundant fiber for the reasons described below. The estimated cost
of this installation, including contractor costs, police details and a small contingency is $40,000.
The proposed funding source, the PEG Access Revolving Fund, has adequate revenue to support
this cost. Use of the PEG Access Fund will require an increase in its FY14 spending limit from
$450,000 as voted at the 2013 annual town meeting to $490,000. Pursuant to MGL Ch. 44, Sec.
53e ½, in any fiscal year the limit on the amount that may be spent from a revolving fund “may
be increased with the approval of the Selectmen and finance committee.” If approved by the
Selectmen, a similar request will be made of the Appropriations Committee at its next meeting.
The Town of Lexington computer network provides services to approximately 17 municipal and
13 school buildings in a hub and spoke topology. The Municipal and School Information
Technology Departments share a common network core (head end). The connectivity of each
Town location is currently achieved over two strands of single-mode dark fiber, converging at
the town head end. Approximately 95% of the fiber network is aerial (on poles) within the RCN
residential fiber bundles. With RCN as the sole provider of connectivity, Town operations are
vulnerable to disruption of RCN service. The solution to this vulnerability is to build alternative
pathways for fail over in the event of such disruptions.
We have been informed by Verizon that – subject to final inspection - they have space in an
underground conduit that runs from the Public Services Building to the Town Office Building in
which we can install a run of fiber to serve as a redundant pathway that would connect critical
public safety and administrative operations to the Town’s head end. With the approval of the
spending limit of the revolving fund, we will be poised to begin work as soon as we get the go
ahead from Verizon.
FINANCIAL IMPACT: $40,000
RECOMMENDATION / SUGGESTED MOTION: Move to approve the increase in the spending
limit of the PEG Access Revolving Fund from $450,000 to $490,000
STAFF FOLLOW-UP:
Finance Department/IT Department
AGENDA ITEM SUMMARY
LEXINGTON BOARD OF SELECTMEN MEETING
DATE: 12/2/13 STAFF: Lynne Pease ITEM NUMBER: I.7
SUBJECT:
Liquor License – Change of Manager – Aloft Lexington, 727 Marrett Road
EXECUTIVE SUMMARY:
I have received all the necessary paperwork needed to request approval of a change of manager
on the All Alcoholic Innkeeper Liquor License for Aloft Lexington. The proposed manager is
Michael Cascella.
See attached information.
FINANCIAL IMPACT:
RECOMMENDATION / SUGGESTED MOTION:
Motion to approve the application reflecting a change of manager and issue an all alcoholic
Innkeeper Liquor License to A&E Lexington Hotels Operator, LLC, d/b/a Aloft Lexington, 727
Marrett Road – A.
STAFF FOLLOW-UP:
Selectmen’s Office
AGENDA ITEM SUMMARY
LEXINGTON BOARD OF SELECTMEN MEETING
DATE: 12/2/13 STAFF: Lynne Pease ITEM NUMBER: I.8
SUBJECT:
Approve License Renewals
EXECUTIVE SUMMARY:
You are being asked to approve renewals for Class I, II and III; Coin; Common Carrier;
Common Victualler; Entertainment, Lodging/Innkeeper and liquor renewals for Package Stores,
Clubs, Restaurants and Innkeepers.
Most establishments have submitted the necessary paperwork for renewing their licenses. The
attached list shows information I am still waiting for as of Wednesday, 11/27. I will update the
information before the meeting on Monday.
I ask that you approve and sign all the licenses for all the establishments and I will make sure I
have all the necessary paperwork before I mail out the licenses at the end of December.
If you have any questions on the licensing, let me know before the meeting.
F INANCIAL IMPACT:
RECOMMENDATION / SUGGESTED MOTION:
Motion to approve the license renewals for 2014 as presented, subject to receiving all necessary
information.
STAFF FOLLOW-UP:
Selectmen’s Office
Licenses Renewals for 2014
Class 1
Lexington Toyota, Inc.complete
409 Mass. Avenue
Class 2
A to Z Auto Wholesale complete
20 Vine Street
Auto & Diesel Sales missing all
75 Westview Street
Autobahn East complete
436 Marrett Road
King's Auto missing all
66 Emerson Gardens Road
Lexington Auto Group missing all - new owner Sam Issa
1095 Mass. Avenue
Lexington Auto Sales missing all
542 Mass. Avenue
Lexington Auto Service, Inc.WC expires 12/16/13
39 Bedford Street
Sam Cheng missing all
70 School Street
Scott the Car Guy, LLC complete
401 Lowell Street, Suite 1
Class 3
John P. Carroll Company, Inc.complete
700 Waltham Street
Wednesday, November 27, 2013 Page 1 of 11
Coin
Lexington Elks complete
959 Waltham Str., PO Box 1 juke box
Lexington Elks complete
959 Waltham Str., PO Box 1 golf
Tio Juan's Margaritas Mexican
Restaurant
complete
438 Bedford Street juke box
Waxy O'Connor's complete
94 Hartwell Avenue Pool Table
Waxy O'Connor's complete
94 Hartwell Avenue Pool Table
Waxy O'Connor's complete
94 Hartwell Avenue juke box
Common Carrier
Boston Tours, Inc.waiting for CORI from John Lampert
56 Williams Street Bus 2
Boston Tours, Inc.waiting for CORI from Neil Roberts
56 Williams Street Bus 1
Joseph's Transportation, Inc.missing all
44 James Street BU19726 - BUS
280 -Liberty
M&L Transit Systems, Inc.missing all
60 Olympia Avenue BU36762 - Bus 162
M&L Transit Systems, Inc.missing all
60 Olympia Avenue BU36763- Bus 163
M&L Transit Systems, Inc.missing all
60 Olympia Avenue BU21024 - Bus 161
M&L Transit Systems, Inc.missing all
60 Olympia Avenue BU10260 - Bus 160
Wednesday, November 27, 2013 Page 2 of 11
Common Victualler
Alexander's Pizza complete
180 Bedford Street
Aloft Lexington complete
727 Marrett Road - A
Avenue Deli complete
1806 Mass. Avenue
Bollywood Café complete
135 Mass. Avenue
Dabin Restaurant missing all
10 Muzzey Street
Daikanyama Japanese Cuisine complete
43 Waltham Street
Dunkin Donuts complete
141 Mass. Avenue
Dunkin Donuts complete
373 Waltham Street
Dunkin Donuts complete
317 Woburn Street
Dunkin Donuts complete
10 Woburn Street
Element Lexington complete
727 Marrett Road - B
Fruitee Yogurt missing all
1707 Mass. Avenue
Inn at Hastings Park (Artistry on the
Green)
complete
2027 Mass. Avenue
Wednesday, November 27, 2013 Page 3 of 11
Ixtapa Cantina Mexican Family
Restaurant
complete
177 Mass. Avenue
Knights of Columbus missing all
177 Bedford Street
Lemon Grass Restaurant complete
1710 Mass. Avenue
Lexington Elks complete
959 Waltham Str., PO Box 1
Lexington Golf Club complete
55 Hill Street
Lexington House of Pizza complete
399 Lowell Street
Lexx Restaurant missing all
1666 Mass. Avenue
Mario's Italian Restaurant complete
1733 Mass. Avenue
McDonald's complete
690 Marrett Way
Minuteman Regional Vocational
Tech. School Dist.
complete
758 Marrett Road
Nick's Place waiting for WC policy
197 Mass. Avenue
Nourish eat well live well complete
1727 Mass. Avenue
Orange Leaf complete
1726 Mass. Avenue
Panera Bread complete
1684 Mass. Avenue
Wednesday, November 27, 2013 Page 4 of 11
Peet's Coffee & Tea waiting for WC Policy
1749 Mass. Avenue
Pine Meadows Golf Club complete
255 Cedar Street
Prime Roast Beef & Seafood missing all
321 Marrett Road
Prime Roast Beef & Seafood waiting for CV applicaton
321 Marrett Road TV
Qdoba Mexican Grill #2780 missing all
46 Bedford Street
Quality Inn & Suites complete - need new check
440 Bedford Street
Rancatore Ice Cream complete
1752 Mass. Avenue
Ride Studio Café missing all
1720 Mass. Avenue
Royal India Bistro missing all
7 Meriam Street
Ruyi Restaurant missing all
27 Waltham Street
Starbucks Coffee complete
1729 Mass. Avenue
Starbucks Coffee complete
60 Bedford Street
The Upper Crust missing all
41 Waltham Street
Tio Juan's Margaritas Mexican
Restaurant
complete
438 Bedford Street
Wednesday, November 27, 2013 Page 5 of 11
Via Lago complete
1845 Mass. Avenue
Vine Brook Tavern complete
20 Waltham Street
Waxy O'Connor's complete
94 Hartwell Avenue
Yangtze River Restaurant complete
21-25 Depot Square
Wednesday, November 27, 2013 Page 6 of 11
Entertainment
Aloft Lexington complete
727 Marrett Road - A
Bollywood Café complete
135 Mass. Avenue
Element Lexington complete
727 Marrett Road - B
Inn at Hastings Park complete
2027 Mass. Avenue
Lemon Grass Restaurant complete
1710 Mass. Avenue
Lexx Restaurant missing all
1666 Mass. Avenue
Nourish eat well live well complete
1727 Mass. Avenue
Prime Roast Beef & Seafood complete
321 Marrett Road
Prime Roast Beef & Seafood missing all
321 Marrett Road TV
Ride Studio Café missing all
1720 Mass. Avenue
Ruyi Restaurant missing all
27 Waltham Street
Starbucks Coffee complete
60 Bedford Street
The Upper Crust missing all
41 Waltham Street
Tio Juan's Margaritas Mexican
Restaurant
complete
438 Bedford Street
Wednesday, November 27, 2013 Page 7 of 11
Via Lago complete
1845 Mass. Avenue
Vine Brook Tavern complete
20 Waltham Street
Waxy O'Connor's complete
94 Hartwell Avenue
Liquor Club
Knights of Columbus missing all
177 Bedford Street
Lexington Elks complete
959 Waltham Str., PO Box 1
Lexington Golf Club complete
55 Hill Street
Lexington Post 3007 VFW complete
2 Hayes Lane
Wednesday, November 27, 2013 Page 8 of 11
Liquor Common Victualler
Dabin Restaurant complete
10 Muzzey Street
Ixtapa Cantina Mexican Family
Restaurant
complete
177 Mass. Avenue
Khushboo transfer pending to Beijing Cuisine
1709 Mass. Avenue
Lemon Grass Restaurant complete
1710 Mass. Avenue
Lexx Restaurant complete
1666 Mass. Avenue
Nourish eat well live well complete
1727 Mass. Avenue
Royal India Bistro missing all
7 Meriam Street
Ruyi Restaurant missing all except Certificate of Inspection
27 Waltham Street
The Upper Crust application for new license not yet
approved
41 Waltham Street
Tio Juan's Margaritas Restaurant missing CORI, TIPS, insurance expires
1/1/14
438 Bedford Street
Via Lago waiting for certificate of inspection
1845 Mass. Avenue
Vine Brook Tavern waiting for certificate of inspection
20 Waltham Street
Waxy O'Connor's waiting for liquor liability and cert of
inspection
94 Hartwell Avenue
Wednesday, November 27, 2013 Page 9 of 11
Yangtze River Restaurant complete
21-25 Depot Square
Liquor Innholder
Aloft Lexington complete
727 Marrett Road - A
Element Lexington complete
727 Marrett Road - B
Liquor Innkeeper
Inn at Hastings Park (Artistry on the
Green
received renewal application
2013-2027 Mass. Avenue
Liquor Retail Package Goods Store
Apex Wine and Spirits, LLC complete
46E Bedford Street
Berman's Wine & Spirits complete
55 Mass. Avenue
Busa Brothers Liquors, Inc.complete
55 Bedford Street
Omni's Crushed Grapes & More complete
411 Waltham Street
Liquor Wine and Malt
Daikanyama Japanese Cuisine complete
43 Waltham Street
Wednesday, November 27, 2013 Page 10 of 11
Lodging/Innkeeper
Aloft Lexington complete
727 Marrett Road - A
Element Lexington complete
727 Marrett Road - B
Inn at Hastings Park complete
2013-2027 Mass. Avenue
Quality Inn & Suites complete except for check
440 Bedford Street
Wild Acre Inn missing all
50 Percy Road
Wednesday, November 27, 2013 Page 11 of 11
AGENDA ITEM SUMMARY
LEXINGTON BOARD OF SELECTMEN MEETING
DATE: 12/2/13 STAFF: Lynne Pease ITEM NUMBER: I.9
SUBJECT:
Approve Process for Perambulation of Town Boundaries
EXECUTIVE SUMMARY:
The Town Clerk has brought to our attention that Mass. General Law (Chapter 42, Section 2)
requires Towns to locate and mark the Town boundaries every 5 years. Her records indicate that
1991 was the last time
FINANCIAL IMPACT:
RECOMMENDATION / SUGGESTED MOTION:
Motion to designate Selectmen Deb Mauger, Conservation Commission member Stew Kennedy
and Town Engineer John Livsey, to locate and mark Lexington’s town boundary markers and
record in writing to the Town Clerk and the Selectmen the boundary markers located and those
not located and to send a copy of the record by registered mail to the Town Clerk and Board of
Selectmen of all contiguous Cities and Towns.
See attached information.
STAFF FOLLOW-UP:
Selectmen’s Office
Lynne Pease
From:Donna Hooper
Sent:Tuesday, November 19, 2013 9:01 AM
To:Lynne Pease; John Livsey
Subject:perambulation
Page 1 of 1
11/27/2013
nne & John –
As we recently determined, based upon records in the Town Clerk’s Office, it appears
Lexington last ‘perambulated’ the town boundaries in 1991 (vote by Selectmen in 1989).
Below is the MGL governing the need and process for the Selectmen/designees to
follow to perambulate the boundary marks every 5 years.
The designation for substitutes appears to require names of specific individuals –
something Engineering/BOS needs to work out.
Recording with Selectmen, Town Clerk and neighboring Town Clerks & Selectmen is
required once complete.
FYI – nothing has been received in the Town Clerk’s Office from neighboring
towns for many years.
We will check further but have not found any record of any perambulation since 1991.
Let me know if you wish a copy of the 1991 filing.
When vote is taken by Selectmen please ‘cc’ Town Clerk.
Thanks very much,
Happy Perambulating!
Donna
PART I ADMINISTRATION OF THE GOVERNMENT
TITLE VII CITIES, TOWNS AND DISTRICTS CHAPTER 42 BOUNDARIES OF CITIES AND TOWNS Section 2 Locating and marking of town boundary markers; recordation; copy of records to contiguous town
Section 2. The boundary markers of every town shall be located, the marks thereon renewed,
and the year located marked upon the face thereof which bears the letter of the town locating
its boundary, once every five years, by at least two of the selectmen of the town or by two
substitutes designated by them in writing. The marking shall be made with a paint or other
suitable marking material.
The proceedings shall be recorded with the town clerk and the board of selectmen of the town
in writing signed under penalty of perjury setting forth which boundary marks were located, and
those which were not located. A copy of such records shall also be sent, by registered letter, to
the town clerk and the board of selectmen of any contiguous town.
AGENDA ITEM SUMMARY
LEXINGTON BOARD OF SELECTMEN MEETING
DATE: 11/18/13 STAFF: Lynne Pease ITEM NUMBER: I.10
SUBJECT: Selectmen Committee Appointments/Resignations
EXECUTIVE SUMMARY:
David Wells has agreed to become an associate member of the Board of Appeals. See attached committee
application.
Phyllis Strimling is interested in becoming a member of the Town Report Committee.
Patria Lanfranchi has submitted a resignation from the Bicycle Advisory Committee (see attached
resignation). The Bicycle Advisory Committee wishes to have Laurel Carpenter fill the unexpired term of
Patria Lanfranchi.
We are trying to clean up the membership of the Permanent Building Committee members that were
appointed by the Selectmen to work on a specific project. See list below of completed projects and those
members that need to be resigned and thanked for their services.
White House (Richard Brown and Frank Kern)
Stone Building (Sara Chase and Sarah Zimmerman)
Fire/Police (Bruce Creager)
Cary Hall (Barbara Hughey)
Public Services (William Kennedy)
Attached are member lists of all of the above committees.
FINANCIAL IMPACT:
RECOMMENDATION / SUGGESTED MOTION:
Motion to appoint Frederick D. Wells to the Board of Appeals as an Associate Member for a term to
expire September 30, 2014.
Motion to appoint Phyllis Strimling to the Town Report Committee for a term to expire September 30,
2014.
Motion to accept the resignation of Patria Lanfranchi from the Bicycle Advisory Committee, effective
immediately.
Motion to appoint Laurel Carpenter to the Bicycle Advisory Committee to fill the unexpired term of
Patria Lanfranchi until September 30, 2015.
Motion to accept the resignations of Richard Brown, Frank Kern, Sara Chase, Sara Zimmerman, Bruce
Creager, Barbara Hughey and William Kennedy from the Permanent Building Committee as Selectmen
appointments for specific projects that have been completed.
STAFF FOLLOW-UP:
Selectmen’s Office
AGENDA ITEM SUMMARY
LEXINGTON BOARD OF SELECTMEN MEETING
DATE: 12/2/13 STAFF: Lynne Pease ITEM NUMBER: I.12
SUBJECT:
Set Date for Closing Warrant for 2014 Annual Town Meeting
Set Date for Local Election in March 2014
Set Date for First Session of the 2014 Annual Town Meeting
EXECUTIVE SUMMARY:
Suggested dates are:
December 27 Close Warrant
March 34 Local Election for 2014
March 17 or 24 1st Session of 2013 Annual Town Meeting
FINANCIAL IMPACT:
RECOMMENDATION / SUGGESTED MOTION:
Motion to close the warrant for the 2014 Annual Town Meeting on December 27, 2013.
Motion to set the date for the Local Election for Monday, March 3, 2014.
Motion to set the date for the 1st session of the 2013 Annual Town Meeting for Monday, March
__, 2014.
STAFF FOLLOW-UP:
Selectmen’s Office
AGENDA ITEM SUMMARY
LEXINGTON BOARD OF SELECTMEN MEETING
DATE: 12/2/13 STAFF: Lynne Pease ITEM NUMBER: C.2-3
SUBJECT:
Consent Agenda
EXECUTIVE SUMMARY:
2. Approve a one-day liquor license for Spectacle Management to serve beer and wine on
Tuesday, December 17, 2013, from 6:30 p.m. to 10:30 p.m. in the Cary Memorial
Building lobby for the Canadian Brass Concert.
3. Approve the minutes of November 13, 2013.
See attached information for all of the above items.
FINANCIAL IMPACT:
RECOMMENDATION / SUGGESTED MOTION:
Motion to approve the Consent Agenda.
STAFF FOLLOW-UP:
Selectmen’s Office