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HomeMy WebLinkAbout2013-11-18-BOS-packet-releasedSELECTMEN’S MEETING Monday, November 18, 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.) 1. Recognition of Veteran Brendan Jenness 7:15 p.m. TOWN MANAGER REPORT (5 min.) 7:20 p.m. ITEMS FOR INDIVIDUAL CONSIDERATION 1. Grant of Location – Nstar – Middle Street (5 min.) – 7 p.m. 2. Shade Street Traffic Concerns (20 min.) 3. Tax Classification Rate Setting Hearing (30 min.) – 7:00 p.m. 4. Approve Sale of Notes for Community Center Financing (5 min.) 5. Authorize Town Manager Signature Authority for 39 Marrett Road Closing (5 min.) 6. Visitor Center Programmatic Presentation (10 min.) 7. Approve LexFarm Lease (10 min.) 8. Sign the December 10 Special Election Warrant (5 min.) 9. Selectmen Committee Appointments – Town Celebrations Subcommittee (5 min.) 10. Appointment of Special Counsel – Estabrook PCB Litigation (5 min.) 11. Approve 128 Business Council Marketing Expense (5 min.) 9:05 p.m. CONSENT (5 min.) 1. Water and Sewer Commitments and Adjustments 2. Minutes 3. Executive Session Minutes 9:10 p.m. EXECUTIVE SESSION (15 min.) 1. Exemption 3: Library and Fire Union Collective Bargaining 9:25 p.m. ADJOURN The next regular meeting of the Board of Selectmen is scheduled for Monday, December 2, 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: 11/18/13 STAFF: Lynne Pease ITEM NUMBER: SUBJECT: Selectmen Concerns and Liaison Reports – Recognize Brendan Jenness EXECUTIVE SUMMARY: Hank will recognize Brendan. All five of the Selectmen attended Veterans Day ceremonies in Cary Hall last Monday. As a further salute to veterans, we are recognizing Brendan Jenness, a LHS graduate who has decided to enlist in the Navy. Brendan is one of nine children. His mother, Tricia, is a paramedic attached to a local hospital. His father is a fire Captain in Cambridge. In 2011, Brendan rescued a neighbor from her burning home. He has thoughts of becoming a SEAL or a medical corpsman after entering the service. FINANCIAL IMPACT: RECOMMENDATION / SUGGESTED MOTION: STAFF FOLLOW-UP: Selectmen’s Office AGENDA ITEM SUMMARY LEXINGTON BOARD OF SELECTMEN MEETING DATE: STAFF: ITEM NUMBER: November 18, 2013 David Pinsonneault, Acting Director SUBJECT: NSTAR Electric Company Middle St – Install Conduit EXECUTIVE SUMMARY: The Department of Public Works/Engineering Division has reviewed the petition, plan and order for NSTAR Electric Company to install approximately 51 ± feet of conduit from pole 66/19 on Middle Street. This work is necessary to bring underground electric service to a new subdivision. A public hearing is required and abutters have been notified. The contractor who performs the excavation will be required to obtain a Street Opening Permit. Since this petition appears to be in order, we recommend that approval be granted. FINANCIAL IMPACT: None RECOMMENDATION / SUGGESTED MOTION: Motion to approve the petition of NSTAR Electric to construct, and a location for, a line of conduits and manholes with the necessary wires and cables therein to be located under the surface of Middle Street: Westerly @Pole 66/19 approximately 402’ east of Lincoln Street install 51’ of conduit. STAFF FOLLOW-UP: Engineering Division NOTICE TO ABUTTERS October 29, 2013 In conformity with the requirements of Section 22 of Chapter 166 of the General Laws (Ter. Ed.), you are hereby notified that a public hearing will be held in the Selectmen's Meeting Room, 2nd Floor, Town Office Building, of the Town of Lexington, Massachusetts, on Monday, November 18th at 7:00 p.m., upon the following petition of NSTAR Electric for permission to construct and locations for a line of conduits and manholes with the necessary wires and cables therein under the following public way of said Town: Middle Street: Approximately 51 ± feet – conduit at pole 66/19 By: Tricia Malatesta Engineering Aide Department of Public Works/Engineering Please direct inquiries to the NSTAR Representative: Maureen Carroll (617) 369-6421 Copies to: NSTAR ELECTRIC Maureen Carroll Rights & Permits 200 Calvary Street Waltham, MA 02453 Todd O Burger 386 Lincoln St Lexington, MA 02421 James W Harris 70 Middle St Lexington, MA 02421 Randall McShine 71 Middle St. Lexington, MA 02421 Charles Buuck 72 Middle St Lexington, MA 02421 Aaron Dermarderosian 73 Middle St Lexington, MA 02421 Thomas Robert Lucke 74 Middle St Lexington, MA 02421 Warwick Atkins 76 Middle St Lexington, MA 02421 Thomas O’Donoghue 80 Middle St. Lexington, MA 02421 AGENDA ITEM SUMMARY LEXINGTON BOARD OF SELECTMEN MEETING DATE: 11/18/13 STAFF: Lynne Pease ITEM NUMBER: I.2 SUBJECT: Shade Street Traffic Concerns EXECUTIVE SUMMARY: Mr. Jackson and other residents of Shade Street will be at your meeting to discuss their traffic safety issues with Shade Street. FINANCIAL IMPACT: RECOMMENDATION / SUGGESTED MOTION: STAFF FOLLOW-UP: Selectmen’s Office Shade Street Traffic SafetyPresented to the Lexington Board of SelectmenOctober, 2013 How we arrived here –a brief history.•Traffic and speeding have been an issue for a long while on Shade Street, but it has progressively worsened in the past few years.•It is a old, narrow street with rock walls and trees, many houses, and it goes from windy stretches with virtually no site lines to long straightaways (the longest is ¼ mile) where speeding easily occurs.  It is adjacent to Routes 128 and 2, and much of South Lexington’s commercial property base.•The current active discussions of traffic –and specifically the excessive speed of traffic –has been going on since 2008 or longer, when the Lexington Technology Park/Shire project started in earnest.•In 2008 the problem was considered enough of an issue – which the rezoning of LTP would only exacerbate ‐that a Traffic Calming Study was authorized by the Town, using mitigation funds provided by the LTP expansion project.•It took until 2012 for the study to be completed, at which time it was determined that there was a speeding problem of 6‐8 mph (we think it is higher due to a poorly designed study) over the posted speed limit of 25mph.This ultimate ‘finding’ was no surprise to anyone who lives on Shade Street. What Happened as a result of the Traffic Calming StudyDPW, the Police Department and the Traffic Safety Advisory Committee (TSAC) agreed to the following (with limited feedback from residents) in Spring 2012:•Post (2) speed‐monitoring signs on a small section of the main ¼‐mile straightaway on Shade.•Place side‐stripes and sharrows along the length of Shade Street.•Use stripes and cross‐hatches in certain intersections.•More aggressive traffic calming measures (speed bumps, tables, narrowed intersections, etc…) suggested/requested by the residents were not considered in lieu of these initial basic steps.•The speed indicator signs were installed in late Fall 2012.  The street markings were installed in late summer 2013, about 16 months after they were green‐lighted. Factors impacting the current situation•In the summer of 2012 –after the traffic study was completed ‐Shade Street was reconstructed and repaved, so what was a potholed and deteriorating street which people would speed on, is now a smooth street that people speed even faster on.•Traffic has increased with the expansion and the rezoning of Shire. It will continue to climb as South Lexington businesses grow in an improving economy, and as Shire and Ledgemont grow their campuses to the capacity approved in their rezoning.  Plus there are approximately 25 or so new residences on Shade & Cary.•With Routes 128 and 2 unable to  handle the increasing volumes –in part due to the rezoning and development in South Lexington –our neighborhood bears the brunt of people avoiding back‐ups by cutting through side streets.You can tell when there is a traffic jam on 128, because 100’s of cars use Shade and surrounding streets to get around the back‐ups.  Shade Street becomes a speedway.•With the addition of the light at Marrett and Spring, more traffic uses Shade Street as a work‐around to avoid the back‐ups there.  The light has exacerbated the situation.•Shade Street is transitioning from small, older homes, to larger homes with more school‐aged children.  More kids, more cars, more buses and pedestrians. Where are we at today•Smooth pavement and increased traffic loads have made things even worse.•We appreciate and are thankful for the basic traffic calming efforts, but no one expected signs and stripes to significantly change driving habits.  And they have not (see our blog for multiple speeding examples). http://shadest.blogspot.com/•Coming from Spring Street down Shade, some drivers may hit the brakes when they see the speed indicator signs flashing, but at that point they are going 35mph on a ¼ mile straightaway, so they might get down to 30‐32mph.  Then they speed up once they pass the sign.•Driving up Shade toward Spring, drivers see the speed indicator sign at the very start of the straightaway, so they have plenty of space to accelerate and speed once they pass the sign.•Side‐Stripes do narrow the travel lanes and give a space for pedestrians, but now drivers use the middle of the street and go just as fast.  During AM and PM peak, when traffic volume necessitates two‐way passing regularly, aggressive drivers ignore signage and the narrowed travel lanes seem to give a false sense of security to the bicycles and pedestrians.•2 accidents that we know of in the past 2 months; one last week at Shade & Fairbanks.•It has taken 5+ years to not solve a factual, serious, dangerous issue on our Street.  And re‐zoning and its effects have made things worse. Residents are increasingly alarmed and angry. Speeding Examples What we are asking to please happen next•We want a safer complete street.  Safe for all users.  Not only residents, but lunchtime walkers from Shire and other businesses, bikers, drivers, etc…•We need to slow down the traffic before something tragic occurs.•The Town green‐lighted a traffic calming process 5+ years ago, and what has happened since then is that conditions are worse.  •At this point, we are asking for more concrete solutions.•The long straightaway at the top of Shade is too dangerous.  It is too easy to speed, and enough people are cutting through now that a dangerous situation is at a critical mass.  Instead of less‐than‐half‐measures such as stripes, we need barriers such as speed tables/bumps which will prevent drivers from gaining enough speed to become dangerous.Speed Bumps are not a panacea, but the Town has installed them on Middle Street and on Davis Road to good effect.  Or look at examples from Belmont or Lincoln.•Stop signs on side streets.•We need to explore pathways or sidewalks along the narrow curves at Spring/Shade, Shade between Fairbanks & Cary, and at Shade/Weston.  There is not enough room for anyone to walk or bike safely in these areas. Traffic Calming ApproachesShort Term Solutions:•Speed tables; 4 is a reasonable number.•Neck‐downs (narrowing of intersections) at Shade & Spring Streets, Shade & Weston Streets, and Shade at Cary.•3‐way stop at Shade and Cary.•Stop sign(s) at Fairbanks & Shade.•Raised crosswalk at Shade & Spring Street (to discourage people from taking the turn at high speeds into the initial curved section).Medium Term Solutions:•Reexamine area traffic flow to determine if there is a way to reduce cut through traffic by discouraging turning movements at certain times of the day.•Improve Cary @ Middle Street intersection to make it safer for kids walking/biking to Bridge from the neighborhood; make cutting through less desirable or at least reduce the ease/speed of the cut‐through.•Complete the originally designed intersection at Spring and Marrett to allow right turn lane onto Spring Street from Marrett.•Install paths at all 3 curved sections to provide a safe place for pedestrians (especially children) to walk.Long Term Solutions:•Pending results of neighborhood survey, design and install sidewalks if desired by neighborhood. Speed Bump ExamplesLexington & Belmont To conclude•Thanks for your time and consideration.  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 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 $1,134,037,350 2.03%$0 0.00% $8,307,956,760 $8,545,657,350 2.86%718,573 0.51% $15.20 T.B.D. T.B.D.$148,761,313 5.03% $28.97 T.B.D. T.B.D. C-I-P RESID C-I-P RES C-I-P RESID C-I-P RESID C-I-P RESID COMMENTS 1.000 1.000 13.27%86.73% 19,741,124$ 129,020,188$ $17.41 $17.41 -38.69% 17.95%SINGLE TAX RATE 1.050 0.992 13.93%86.07% 20,728,181$ 128,033,132$ $18.28 $17.27 -35.63% 17.05% 1.100 0.985 14.60%85.40% 21,715,237$ 127,046,076$ $19.15 $17.14 -32.56% 16.14% 1.150 0.977 15.26%84.74% 22,702,293$ 126,059,020$ $20.02 $17.01 -29.49% 15.24% 1.200 0.969 15.92%84.08% 23,689,349$ 125,071,964$ $20.89 $16.88 -26.43% 14.34% 1.250 0.962 16.59%83.41% 24,676,406$ 124,084,907$ $21.76 $16.74 -23.36% 13.44% 1.300 0.954 17.25%82.75% 25,663,462$ 123,097,851$ $22.63 $16.61 -20.30% 12.53% 1.350 0.946 17.91%82.09% 26,650,518$ 122,110,795$ $23.50 $16.48 -17.23% 11.63% 1.400 0.939 18.58%81.42% 27,637,574$ 121,123,739$ $24.37 $16.34 -14.17% 10.73% 1.450 0.931 19.24%80.76% 28,624,630$ 120,136,682$ $25.24 $16.21 -11.10% 9.83% 1.500 0.923 19.91%80.09% 29,611,687$ 119,149,626$ $26.11 $16.08 -8.04% 8.93% 1.550 0.916 20.57%79.43% 30,598,743$ 118,162,570$ $26.98 $15.94 -4.97% 8.02% 1.560 0.914 20.70%79.30% 30,796,154$ 117,965,159$ $27.16 $15.92 -4.36% 7.84% 1.570 0.913 20.83%79.17% 30,993,565$ 117,767,748$ $27.33 $15.89 -3.74% 7.66% 1.580 0.911 20.97%79.03% 31,190,977$ 117,570,336$ $27.50 $15.86 -3.13% 7.48% 1.590 0.910 21.10%78.90% 31,388,388$ 117,372,925$ $27.68 $15.84 -2.52% 7.30% 1.600 0.908 21.23%78.77% 31,585,799$ 117,175,514$ $27.85 $15.81 -1.91% 7.12% 1.610 0.907 21.37%78.63% 31,783,210$ 116,978,103$ $28.03 $15.78 -1.29% 6.94% 1.620 0.905 21.50%78.50% 31,980,622$ 116,780,691$ $28.20 $15.76 -0.68% 6.76% 1.630 0.904 21.63%78.37% 32,178,033$ 116,583,280$ $28.37 $15.73 -0.07% 6.58% 1.640 0.902 21.76%78.24% 32,375,444$ 116,385,869$ $28.55 $15.70 0.55% 6.40% 1.650 0.901 21.90%78.10% 32,572,855$ 116,188,458$ $28.72 $15.68 1.16% 6.22% 1.660 0.899 22.03%77.97% 32,770,267$ 115,991,046$ $28.90 $15.65 1.77% 6.04% 1.670 0.897 22.16%77.84% 32,967,678$ 115,793,635$ $29.07 $15.62 2.39% 5.86% 1.680 0.896 22.29%77.71% 33,165,089$ 115,596,224$ $29.25 $15.60 3.00% 5.68% 1.690 0.894 22.43%77.57% 33,362,500$ 115,398,813$ $29.42 $15.57 3.61% 5.50% 1.700 0.893 22.56%77.44% 33,559,912$ 115,201,401$ $29.59 $15.54 4.23% 5.32% 1.710 0.891 22.69%77.31%33,757,323$ 115,003,990$ $29.77 $15.52 4.84% 5.14% 1.720 0.890 22.82%77.18% 33,954,734$ 114,806,579$ $29.94 $15.49 5.45% 4.95% 1.730 0.888 22.96%77.04% 34,152,145$ 114,609,168$ $30.12 $15.46 6.07% 4.77% 1.740 0.887 23.09%76.91% 34,349,557$ 114,411,756$ $30.29 $15.44 6.68% 4.59% 1.750 0.885 23.22%76.78% 34,546,968$ 114,214,345$ $30.46 $15.41 7.29% 4.41% FY14 MAX SHIFT Residential Valuation Residential Tax Rate Comm/Indl/PP Tax Rate OverrideComm + Indl + PP Valuation Debt Exclusion Increment Total Valuation 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 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 FY2014 Maximum Allowable Levy Limit 11/15/201310:15 AM 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 $1,134,037,350 $8,545,657,350 86.73% TBD 13.27% TBD TBDEXHIBIT B: HISTORICAL LEVY SUMMARY CIPRESIDENTIAL 11/15/20134 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/A1.67 $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 $8,545,657,350* All values are inclusive of new growthTOTAL (Taxable RE & PP)PERCENT INCREASETAXESEXHIBIT C: HISTORY OF AVERAGE SINGLE FAMILY DWELLING AND TAX BURDEN - FY1992 TO PRESENT11/15/20135 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$177,615,750 $1,134,037,350 $8,545,657,350$ increase $215,131,690 $20,880,310 $14,167,000$35,047,310($12,478,410)$22,568,900 $237,700,590% increase 2.99% 3.27% 5.01%3.80%-6.56% 2.03% 2.86%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$144,500,510 $1,079,001,110 $8,395,101,110$ inc./decr. over FY 13 $119,611,690$11,897,310$1,229,000$13,126,310-$45,593,650 -$32,467,340$87,144,350% inc./decr. over FY 13 1.66% 1.86% 0.44%1.42%-23.98% -2.92% 1.05%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 growth87.15% 7.75% 3.38%11.13%1.72% 12.85%Change0.53%0.06%-0.02%0.04%-0.57% -0.53%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 assessed values between FY13 and FY14 are noted below:11/15/20136 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 approva$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$15.68 $15.65 $15.62 $15.60 $15.57 $15.54 $15.52 $15.49 $15.46 $15.44 $15.41Avg. FY 2013 Tax Bill (based on Ass'd Value)$10,906$11,443 $11,423 $11,404 $11,384 $11,365 $11,345 $11,326 $11,306 $11,287 $11,268 $11,248$ Tax differential between FY13-FY14N/A$537 $517 $498 $478 $459 $439 $420 $400 $381 $362 $342% Tax differential between FY13-FY14N/A4.92% 4.74% 4.56% 4.38% 4.21% 4.03% 3.85% 3.67% 3.49% 3.31% 3.14%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$28.72 $28.90 $29.07 $29.25 $29.42 $29.59 $29.77 $29.94 $30.12 $30.29 $30.46Avg. FY 2013 Tax Bill (based on Ass'd Value)$381,738 $384,456 $386,786 $389,116 $391,446 $393,776 $396,106 $398,436 $400,766 $403,096 $405,427 $407,757$ Tax differential between FY13-FY14 N/A $2,718 $5,049 $7,379 $9,709 $12,039 $14,369 $16,699 $19,029 $21,359 $23,689 $26,019% Tax differential between FY13-FY14 N/A 0.71% 1.32% 1.93% 2.54% 3.15% 3.76% 4.37% 4.98% 5.60% 6.21% 6.82%(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$28.72 $28.90 $29.07 $29.25 $29.42 $29.59 $29.77 $29.94 $30.12 $30.29 $30.46Avg. FY 2013 Tax Bill (based on Ass'd Value)$52,088$51,931 $52,246 $52,560 $52,875 $53,190 $53,505 $53,819 $54,134 $54,449 $54,764 $55,078$ Tax differential between FY13-FY14N/A-$157 $158 $472 $787 $1,102 $1,417 $1,731 $2,046 $2,361 $2,676 $2,990% Tax differential between FY13-FY14N/A-0.30% 0.30% 0.91% 1.51% 2.12% 2.72% 3.32% 3.93% 4.53% 5.14% 5.74%(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$28.72 $28.90 $29.07 $29.25 $29.42 $29.59 $29.77 $29.94 $30.12 $30.29 $30.46Avg. FY 2013 Tax Bill (based on Ass'd Value)$59,130$58,894 $59,251 $59,608 $59,965 $60,322 $60,679 $61,036 $61,392 $61,749 $62,106 $62,463$ Tax differential between FY13-FY14N/A-$236 $121 $478 $835 $1,191 $1,548 $1,905 $2,262 $2,619 $2,976 $3,333% Tax differential between FY13-FY14N/A-0.40% 0.20% 0.81% 1.41% 2.02% 2.62% 3.22% 3.83% 4.43% 5.03% 5.64%(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$28.72 $28.90 $29.07 $29.25 $29.42 $29.59 $29.77 $29.94 $30.12 $30.29 $30.46Avg. FY 2013 Tax Bill (based on Ass'd Value)$4,360$4,378 $4,404 $4,431 $4,457 $4,484 $4,510 $4,537 $4,564 $4,590 $4,617 $4,643$ Tax differential between FY13-FY14N/A$17$44$71$97 $124 $150 $177 $203 $230 $256 $283% Tax differential between FY13-FY14N/A0.40% 1.01% 1.62% 2.23% 2.83% 3.44% 4.05% 4.66% 5.27% 5.88% 6.48%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$28.72 $28.90 $29.07 $29.25 $29.42 $29.59 $29.77 $29.94 $30.12 $30.29 $30.46Avg. FY 2013 Tax Bill (based on Ass'd Value)$706,926 $711,055 $715,364 $719,674 $723,983 $728,293 $732,602 $736,911 $741,221 $745,530 $749,840 $754,149$ Tax differential between FY13-FY14 N/A $4,129 $8,438 $12,748 $17,057 $21,367 $25,676 $29,985 $34,295 $38,604 $42,914 $47,223% Tax differential between FY13-FY14 N/A 0.58% 1.19% 1.80% 2.41% 3.02% 3.63% 4.24% 4.85% 5.46% 6.07% 6.68%EXHIBIT D-1: TOWN OF LEXINGTON - Tax Rate Shift Options & Property Comparisons(FY2014 Values are derived netof new growth)11/15/20137 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 11/15/2013 8 Division of Local ServicesMunicipal Databank/Local Aid SectionFiscal Year 2013 Assessed Values by Class MunicipalityFiscal Year Residential ValueOpen Space ValueCommercial Value Industrial 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 VALUE11/15/20139 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 COMMUNITIES11/15/201310 (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. PARCELS10,759$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 (FY201$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$113,66524.93%NON-OWNER OCCUPIED PROPERTIES WILL HAVE A17.69%INCREASE IN TAXES*BREAKEVEN ASSESSED VALUE, NO TAX IMPACT.EXHIBIT H: RESIDENTIAL EXEMPTION: FY2014 PROPERTY IMPACT ANALYSIS$ Change (g-c)% Change (h/c)RESIDENTIAL EXEMPTIONWORKSHEETFISCAL YEAR 2014 INFORMATION11/15/201311 AGENDA ITEM SUMMARY LEXINGTON BOARD OF SELECTMEN MEETING DATE: 11/18/13 STAFF: Lynne Pease ITEM NUMBER: I.6 SUBJECT: Visitor Center Programmatic Presentation EXECUTIVE SUMMARY: Ms. McKenna and other members of the Tourism Committee will be at your meeting to present the Lexington Visitors Center Revised Programmatic Report. She will be asking the Selectmen to vote to: 1. endorse the programmatic report as the basis for the design going forward; and 2. support the capital project request for design funding. She also would like to know whether the Selectmen would support including Tourism efforts as a component of the Economic Development Office. Attached is a copy of the Capital Improvement Project Request for the Visitor Center. FINANCIAL IMPACT: RECOMMENDATION / SUGGESTED MOTION: Motion to endorse the Lexington Visitors Center Revised Programmatic Report for the design going forward. Motion to support a capital project request for design funding. STAFF FOLLOW-UP: Selectmen’s Office Project Name:Visitor Center Date:13-Oct-11 Submitted By:Pat Goddard Department:Public Facilities Project ID Number:835 First Year Submission? Priority 0 Town of Lexington - FY 2015-FY 2019 Capital Improvement Projects Phone #:E-mail pgoddard@lexingtonma.gov Revision Date:23-Oct-13 Description of Project: Justification/Benefit: Impact if not completed: Capital Funding Request Stakeholders: Timeframe: Operating Budget Impact: Levy Water RecreationSewerFunding Source:CPA Cost Analysis: Recurring Cost $0.00 Replace. Freq: 0 Maintenance Cycle 0 Years Years State Aid Private CPA Purpose Open Space Recreation Historic Housing Basis of Cost Projection: Revolving Other 835 $0 $1,517,250 $0 $0 $0 $20,000 $189,125 $0 $0 $0 $0 $320,000 $0 $0 $0 $0 $0 $0 $0 $0 $200,500 $54,000 $0 $0 $0 2015 2016 2017 2018 2019 Site Acquisition Design/Engineer Construction Equipment Contingency Totals $220,500 $2,080,375 $0 $0 $0 Totals $0 $254,500 $1,517,250 $320,000 $209,125 $2,300,875 $53,781CPA Amt. Req.$612,769 $0 $0 $0 10/25/2013 3:25:52 PM 5 AGENDA ITEM SUMMARY LEXINGTON BOARD OF SELECTMEN MEETING DATE: 11/18/13 STAFF: Lynne Pease ITEM NUMBER: I.8 SUBJECT: Sign the Warrant for the December 10 Special State Election EXECUTIVE SUMMARY: Attached is the December 10, 2013 Special State Election Warrant for you to sign. FINANCIAL IMPACT: RECOMMENDATION / SUGGESTED MOTION: Motion to sign the December 10, 2013 Special State Election Warrant. STAFF FOLLOW-UP: Selectmen’s Office COMMONWEALTH OF MASSACHUSETTS WILLIAM FRANCIS GALVIN SECRETARY OF THE COMMONWEALTH SS. To either of the Constables of the Town of Lexington GREETINGS: In the name of the Commonwealth, you are hereby required to notify and warn the inhabitants of said Town who are qualified to vote in the Special State Election to vote at PRECINCT ONE, CARY MEMORIAL BUILDING; PRECINCT TWO, BOWMAN SCHOOL; PRECINCT THREE, JONAS CLARKE MIDDLE SCHOOL; PRECINCT FOUR, BRIDGE SCHOOL; PRECINCT FIVE, CARY MEMORIAL BUILDING; PRECINCT SIX, WILLIAM DIAMOND MIDDLE SCHOOL; PRECINCT SEVEN, ESTABROOK SCHOOL; PRECINCT EIGHT, SAMUEL HADLEY PUBLIC SERVICES BUILDING; PRECINCT NINE, MARIA HASTINGS SCHOOL, on TUESDAY, THE TENTH OF DECEMBER, 2013, from 7:00 A.M. to 8:00 P.M. for the following purpose: To cast their votes in the Special State Election for the candidates for the following office: REPRESENTATIVE IN CONGRESS. . . . . FIFTH CONGRESSIONAL DISTRICT Hereof fail not and make return of this warrant with your doings thereon at the time and place of said voting. Given under our hands this 18th day of November, 2013. _____________________________________ _____________________________________ _____________________________________ _____________________________________ _____________________________________ Selectmen of Lexington I have served the foregoing warrant by posting a printed copy thereof in the Town Office Building, 7 days at least before the time of said Special Election. _____________________________________ November , 2013 Constable of Lexington AGENDA ITEM SUMMARY LEXINGTON BOARD OF SELECTMEN MEETING DATE: 11/18/13 STAFF: Lynne Pease ITEM NUMBER: I.9 SUBJECT: Selectmen Committee Appointments – Town Celebrations Subcommittee EXECUTIVE SUMMARY: The Town Celebrations Committee has requested that Kimberly Coburn and Lorain Marquis be appointed to the Town Celebrations Subcommittee. FINANCIAL IMPACT: RECOMMENDATION / SUGGESTED MOTION: Motion to appoint Kimberly Coburn and Lorain Marquis to the Town Celebrations Subcommittee for terms to expire June 30, 2014. STAFF FOLLOW-UP: Selectmen’s Office AGENDA ITEM SUMMARY LEXINGTON BOARD OF SELECTMEN MEETING DATE: 11/18/13 STAFF: Lynne Pease ITEM NUMBER: C.2-3 SUBJECT: Consent Agenda EXECUTIVE SUMMARY: 2. Approve the minutes of October 7, 2013, October 21, 2013, October 28, 2013 and November 4, 2013 3. Approve the executive session minutes of October 7, 2013, October 21, 2013, October 28, 2013 and November 4, 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