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HomeMy WebLinkAbout2015-11-16-BOS-Packet-releasedSELEC T MEN'S MEETING Mo nday, No vember 16, 2015 Selec tmen Meeting Room 6:00 PM AGENDA PUBLIC COMMENTS Pub lic c o mments are allo wed fo r up to 10 minutes at the b eginning of eac h meeting. Eac h s p eaker is limited to 3 minutes for comment. Memb ers of the Board will neither c o mment no r respond , o ther than to as k q ues tions of clarific ation. Speakers are encouraged to notify the Selec tmen's Offic e at 781-698-4580 if they wis h to s peak during pub lic comment to assist the Chairman in managing meeting times. SELECTMAN CONCERNS AND LIAISON REPORTS TOWN MANAGER REPORT ITEMS FOR INDIVIDUAL CONSIDERATION 1.Tax C las s ificatio n Presentatio n (30 min.)6:00 PM 2.Propos al fo r a Skating Rink - Fletc her/Mas sac hus etts Avenue (10 min.)6:30 PM 3.His to ric al Soc iety Req uest - Support Letter to Build Arc hive Wing at Munro e Tavern (10 min.) 6:40 PM 4.Preliminary Review - F Y17 Capital Budget Reques ts (15 min.)6:50 PM 5.Dis c us s ion of Sc hool District Building Projec ts (15 min)7:05 PM 6.Amend C harge for Histo rical Co mmis s io n (5 min.)7:20 PM 7.Approve C o llective Bargaining Agreement - Lexingto n Municipal Emp lo yee As s oc iation (5 min.) 7:25 PM 8.Selec tmen Co mmittee Appointment - Counc il for the Arts (5 min.)7:30 PM CONSENT AGENDA 1.Adjus tments and Commitments o f Water & S ewer Charges 7:35 PM ADJOURN 1.Approximate Ad jo urn Time 7:40 PM The next meeting of the Board o f Selec tmen is s ched uled fo r Mond ay, No vember 23, 2015, at 7:00 p .m. Hearing Assistance Devices Available on Request All agenda time and the order of items are approximate and subject to change. AGENDA ITEM SUM M ARY LEXINGTON BOARD OF SELECTMEN MEETING AGENDA ITEM TITLE: Tax Classification Presentation (30 min.) PRESENTER: Bd. of As s es s ors ; R o b Lent, Dir. o f As s es s ing; R o b Addels on, Financ e ITEM NUMBER: I.1 SUMMARY: The p urpose of this agenda item is to present info rmation to the Selec tmen o n facto rs that will affec t the d etermination o f the Fis c al Year 2016 tax rate. This will be the first of three meetings o n s etting the rate. On Novemb er 23rd, the Selec tmen are s ched uled to c o nduct a tax c las s ification hearing in antic ip ation of s etting a tax rate at its meeting o f December 2, 2015. At the meeting o f December 2nd, the Bo ard mus t take four votes : Estab lis h a res id ential fac tor (s ee Exhibit A); Determine whether to ad o p t the Open Spac e Dis count; Determine whether to ad o p t the Res idential Exemp tion and , if so, the perc entage (up to 20 perc ent); Determine whether to ad o p t the Small Commerc ial Exemptio n At this meeting, the Board o f Assessors will pres ent the info rmation in the Tax Clas s ific ation pac ket whic h is attached . SUGGESTED MOTION: FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 11/16/2015 6:00 PM ATTACHMENTS: Des crip tion Typ e Tax Classification Packet Cover Memo Town of Lexington Fiscal Year 2016 Tax Classification Packet Prepared for: Lexington Board of Selectmen Prepared by: Lexington Assessors Office Chairman, Gregory A. Johnson Member, Edmund C. Grant Member, Casimir R. Groblewski Robert F. Lent, Director of Assessing Classification Presentation November 16, 2015 1 MEMO To: Lexington Board of Selectmen From: Lexington Board of Assessors Subject: FY2016 Tax Classification Process Date: November 16, 2015 On December 2, 2015, the Board of Selectmen are scheduled to set a tax rate for FY16. Massachusetts General Laws requires the Board of Selectmen to consider four selections with respect to the setting the FY2016 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. 110 of the 351 communities in Massachusetts adopted this component of classification in fiscal year 2015. 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. The most recent data available shows that as of FY2013, Bedford was the only community in the Commonwealth of MA to adopt this exemption. 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. 2 Board of Selectmen Tax Classification Process November 17, 2014 Thirteen (13) communities in the Commonwealth of MA, typically those with a substantial base of rental units, adopted this exemption in FY2015 including Barnstable, Boston, Brookline, Cambridge, Chelsea, Everett, Malden, Nantucket, Somerset, Somerville, Tisbury, Waltham and Watertown. In Lexington in FY2016, Single Family Dwellings have an average assessed value of about $887,000 (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): $823,000 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 FY2015 including Auburn, Avon, Bellingham, Braintree, Dartmouth, New Ashford, Seekonk, Somerset, Westford, and Wrentham. FY2015 FY2016 % CHANGE $155,710,065 N/A $155,710,065 $163,073,902 4.73%$0 0.00% $155,635,871 $163,073,902 4.78%$3,892,752 2.50% $8,197,256,180 $8,862,601,990 8.12%$2,672,133 1.72% $1,162,358,910 $1,185,945,695 2.03%$0 0.00% $9,359,615,090 $10,048,547,685 7.36%984,536 0.63% $14.86 T.B.D.T.B.D.$163,073,902 4.85% $29.10 T.B.D.T.B.D. C-I-P RESID C-I-P RES C-I-P RESID C-I-P RESID C-I-P RESID COMMENTS 1.000 1.000 11.80%88.20%19,246,243$ 143,827,659$ $16.23 $16.23 -43.10%18.07%SINGLE TAX RATE 1.050 0.993 12.39%87.61%20,208,555$ 142,865,347$ $17.04 $16.12 -40.25%17.28% 1.100 0.987 12.98%87.02%21,170,867$ 141,903,035$ $17.85 $16.01 -37.41%16.49% 1.150 0.980 13.57%86.43%22,133,180$ 140,940,723$ $18.66 $15.90 -34.56%15.70% 1.200 0.973 14.16%85.84%23,095,492$ 139,978,410$ $19.47 $15.79 -31.72%14.91% 1.250 0.967 14.75%85.25%24,057,804$ 139,016,098$ $20.29 $15.69 -28.87%14.12% 1.300 0.960 15.34%84.66%25,020,116$ 138,053,786$ $21.10 $15.58 -26.03%13.33% 1.350 0.953 15.93%84.07%25,982,428$ 137,091,474$ $21.91 $15.47 -23.18%12.54% 1.400 0.946 16.52%83.48%26,944,740$ 136,129,162$ $22.72 $15.36 -20.34%11.75% 1.450 0.940 17.11%82.89%27,907,053$ 135,166,850$ $23.53 $15.25 -17.49%10.96% 1.500 0.933 17.70%82.30%28,869,365$ 134,204,537$ $24.34 $15.14 -14.65%10.17% 1.550 0.926 18.29%81.71%29,831,677$ 133,242,225$ $25.15 $15.03 -11.80%9.38% 1.560 0.925 18.41%81.59%30,024,139$ 133,049,763$ $25.32 $15.01 -11.24%9.23% 1.570 0.924 18.53%81.47%30,216,602$ 132,857,300$ $25.48 $14.99 -10.67%9.07% 1.580 0.922 18.65%81.35%30,409,064$ 132,664,838$ $25.64 $14.97 -10.10%8.91% 1.590 0.921 18.77%81.23%30,601,527$ 132,472,376$ $25.80 $14.95 -9.53%8.75% 1.600 0.920 18.88%81.12%30,793,989$ 132,279,913$ $25.97 $14.93 -8.96%8.59% 1.610 0.918 19.00%81.00%30,986,452$ 132,087,451$ $26.13 $14.90 -8.39%8.44% 1.620 0.917 19.12%80.88%31,178,914$ 131,894,988$ $26.29 $14.88 -7.82%8.28% 1.630 0.916 19.24%80.76%31,371,376$ 131,702,526$ $26.45 $14.86 -7.25%8.12% 1.640 0.914 19.36%80.64%31,563,839$ 131,510,063$ $26.61 $14.84 -6.68%7.96% 1.650 0.913 19.47%80.53%31,756,301$ 131,317,601$ $26.78 $14.82 -6.11%7.80% 1.660 0.912 19.59%80.41%31,948,764$ 131,125,139$ $26.94 $14.80 -5.55%7.65% 1.670 0.910 19.71%80.29%32,141,226$ 130,932,676$ $27.10 $14.77 -4.98%7.49% 1.680 0.909 19.83%80.17%32,333,689$ 130,740,214$ $27.26 $14.75 -4.41%7.33% 1.690 0.908 19.95%80.05%32,526,151$ 130,547,751$ $27.43 $14.73 -3.84%7.17% 1.700 0.906 20.06%79.94%32,718,613$ 130,355,289$ $27.59 $14.71 -3.27%7.01% 1.710 0.905 20.18%79.82%32,911,076$ 130,162,826$ $27.75 $14.69 -2.70%6.86% 1.720 0.904 20.30%79.70%33,103,538$ 129,970,364$ $27.91 $14.67 -2.13%6.70% 1.730 0.902 20.42%79.58%33,296,001$ 129,777,902$ $28.08 $14.64 -1.56%6.54% 1.740 0.901 20.54%79.46%33,488,463$ 129,585,439$ $28.24 $14.62 -0.99%6.38% 1.750 0.900 20.65%79.35%33,680,926$ 129,392,977$ $28.40 $14.60 -0.42%6.22%FY16 MAX SHIFT Amended FY15 New Growth Residential Valuation New Growth Increment Comm + Indl + PP Valuation Override Tax Levy (FY15 actual, and FY16 levy limit) Proposition 2 1/2 increment % LEVY CHNG: FY15 TO FY16 EXHIBIT A: ALTERNATIVE TAX RATE SCENARIOS FOR FY2016 FY2015-FY2016 Change in Levy Limit and Values Factors Affecting Determination of FY2016 Levy Limit FY2015 Maximum Allowable Levy Limit Maximum Allowable Levy Limit FACTOR % SHARE OF LEVY TAX LEVY TAX RATE Total Valuation Debt Exclusion Increment Residential Tax Rate FY2016 Maximum Allowable Levy Limit Comm/Indl/PP Tax Rate 3 MAXIMUM RES CIP TOTAL CIP FY LEVY VALUE VALUE VALUE % VALUE %LEVY % VALUE %LEVY FACTOR 1982 $25,840,699 $981,805,500 $260,146,400 $1,241,951,900 79.05%72.07%20.95%27.93%1.43 1983 $27,069,102 $990,919,800 $276,376,600 $1,267,296,400 78.19%71.06%21.81%28.94%1.33 1984 $28,022,798 $997,961,400 $296,494,700 $1,294,456,100 77.10%69.73%22.90%30.27%1.32 1985 $29,632,914 $1,007,078,700 $301,942,600 $1,309,021,300 76.93%68.88%23.07%31.12%1.32 1986 $31,019,098 $1,020,964,400 $317,326,500 $1,338,290,900 76.29%68.76%23.71%31.24%1.32 1987 $33,153,338 $2,235,803,100 $666,024,100 $2,901,827,200 77.05%67.03%22.95%32.97%1.44 1988 $34,836,855 $2,255,006,000 $674,748,700 $2,929,754,700 76.97%66.81%23.03%33.19%1.44 1989 $37,264,901 $2,301,575,500 $673,074,254 $2,974,649,754 77.37%67.26%22.63%32.75%1.45 1990 $40,392,000 $2,928,897,300 $843,484,600 $3,772,381,900 77.64%66.71%22.36%33.29%1.49 1991 $42,322,992 $2,620,862,100 $586,620,600 $3,207,482,700 81.71%69.14%18.29%30.86%1.69 1992 $43,474,747 $2,519,321,000 $532,077,800 $3,051,398,800 82.56%70.86%17.44%29.14%1.67 1993 $47,365,952 $2,574,645,700 $460,616,200 $3,035,261,900 84.82%74.14%15.18%25.86%1.70 1994 $48,686,562 $2,633,197,000 $420,527,200 $3,053,724,200 86.23%76.59%13.77%23.41%1.70 1995 $50,261,924 $2,801,492,000 $415,545,200 $3,217,037,200 87.08%78.04%12.92%21.96%1.70 1996 $53,185,783 $2,975,007,040 $433,858,760 $3,408,865,800 87.27%78.36%12.73%21.64%1.70 1997 $54,713,901 $3,099,278,410 $445,558,740 $3,544,837,150 87.43%78.63%12.57%21.37%1.70 1998 $56,940,636 $3,300,687,100 $494,410,360 $3,795,097,460 86.97%77.85%13.03%22.15%1.70 1999 $58,891,464 $3,523,737,000 $565,977,160 $4,089,714,160 86.16%76.47%13.84%23.53%1.70 2000 $61,263,839 $3,761,567,000 $744,710,290 $4,506,277,290 83.47%75.21%16.53%24.79%1.50 2001 $68,753,066 $4,200,706,000 $814,607,290 $5,015,313,290 83.76%74.01%16.24%25.99%1.60 2002 $72,024,765 $4,706,431,500 $911,710,050 $5,618,141,550 83.77%73.71%16.23%26.29%1.62 2003 $75,793,067 $5,186,133,750 $897,438,810 $6,083,572,560 85.25%74.92%14.75%25.08%1.70 2004 $82,109,040 $6,018,408,000 $892,768,060 $6,911,176,060 87.08%76.75%12.92%23.25%1.80 2005 $91,165,834 $6,275,351,000 $870,816,360 $7,146,167,360 87.81%78.07%12.19%21.93%1.80 2006 $94,751,711 $6,823,275,250 $862,993,280 $7,686,268,530 88.77%80.01%11.23%19.99%1.78 2007 $101,074,790 $7,135,277,500 $923,957,080 $8,059,234,580 88.54%80.05%11.46%19.95%1.74 2008 $110,222,125 $6,945,049,000 $984,115,350 $7,929,164,350 87.59%78.90%12.42%21.10%1.70 2009 $116,338,164 $6,991,353,500 $1,042,254,630 $8,033,608,130 87.03%77.95%12.97%22.05%1.70 2010 $121,725,000 $6,896,447,750 $995,142,860 $7,891,590,610 87.39%77.72%12.61%22.28%1.70 2011 $127,955,723 $6,953,985,750 $1,019,733,440 $7,973,719,190 87.21%77.59%12.79%22.41%1.70 2012 $134,337,548 $6,974,904,000 $1,051,783,320 $8,026,687,320 86.90%77.72%13.10%22.28%1.70 2013 $141,639,397 $7,196,488,310 $1,111,468,450 $8,307,956,760 86.62%77.26%13.38%22.74%1.70 2014 $148,761,313 $7,411,620,000 $1,143,975,350 $8,555,595,350 86.63%77.27%13.37%22.73%1.70 2015 $155,710,065 $8,197,256,180 $1,162,358,910 $9,359,615,090 87.58%77.27%12.42%22.73%1.75 2016 $154,666,034 $8,862,601,990 $1,185,945,695 $10,048,547,685 88.20%TBD 11.80%TBD TBD Note: CIP value is net of portion of value that is not taxable due to TIF agreements. EXHIBIT B: HISTORICAL LEVY SUMMARY CIPRESIDENTIAL 4 Fiscal Year (*) SINGLE FAMILY DWELLING VALUATION NUMBER OF SINGLE FAMILY DWELLINGS AVERAGE SFD A / V PERCENT INCREASE A / V TAX RATE AVERAGE TAXES CIP FACTOR 1992 $2,268,576,000 8,682 $261,296 N/A $12.23 $3,195.66 N/A 1.67 $3,051,398,800 1993 $2,324,384,000 8,715 $266,711 2.07%$13.64 $3,637.93 13.84%1.70 $3,035,261,900 1994 $2,386,608,000 8,734 $273,255 2.45%$14.16 $3,869.29 6.36%1.70 $3,053,724,200 1995 $2,535,745,000 8,752 $289,733 6.03%$14.00 $4,056.26 4.83%1.70 $3,217,037,200 1996 $2,681,040,000 8,758 $306,125 5.66%$14.01 $4,288.81 5.73%1.70 $3,408,865,800 1997 $2,791,978,000 8,775 $318,174 3.94%$13.88 $4,416.26 2.97%1.70 $3,544,837,150 1998 $2,975,012,000 8,798 $338,146 6.28%$13.43 $4,541.31 2.83%1.70 $3,795,097,460 1999 $3,171,199,000 8,810 $359,954 6.45%$12.79 $4,603.82 1.38%1.70 $4,089,714,160 2000 $3,376,143,000 8,821 $382,739 6.33%$12.25 $4,688.56 1.84%1.50 $4,506,277,290 2001 $3,777,857,000 8,840 $427,359 11.66%$12.11 $5,175.32 10.38%1.60 $5,015,313,290 2002 $4,225,339,000 8,845 $477,709 11.78%$11.28 $5,388.56 4.12%1.62 $5,618,141,550 2003 $4,693,071,000 8,898 $527,430 10.41%$10.95 $5,775.36 7.18%1.70 $6,083,572,560 2004 $5,456,206,000 8,887 $613,954 16.40%$10.47 $6,428.09 11.30%1.80 $6,911,176,060 2005 $5,687,532,000 8,899 $639,120 4.10%$11.34 $7,247.62 12.75%1.80 $7,146,167,360 2006 $6,206,172,000 8,910 $696,540 8.98%$11.11 $7,738.56 6.77%1.78 $7,686,268,530 2007 $6,499,630,000 8,917 $728,903 4.65%$11.34 $8,265.76 6.81%1.74 $8,059,234,580 2008 $6,262,572,000 8,922 $701,925 -3.70%$12.52 $8,788.10 6.32%1.70 $7,929,164,350 2009 $6,274,760,000 8,934 $702,346 0.06%$12.97 $9,109.43 3.66%1.70 $8,033,608,130 2010 $6,184,505,000 8,944 $691,470 -1.55%$13.86 $9,583.77 5.21%1.70 $7,891,590,610 2011 $6,234,563,000 8,949 $696,677 0.75%$14.40 $10,032.15 4.68%1.70 $7,973,719,190 2012 $6,251,243,000 8,963 $697,450 0.11%$14.97 $10,440.82 4.07%1.70 $8,026,687,330 2013 $6,441,950,000 8,978 $717,526 2.88%$15.20 $10,906.40 4.46%1.70 $8,307,656,760 2014 $6,658,875,000 8,996 $740,204 3.16%$15.51 $11,480.56 5.26%1.70 $8,555,595,350 2015 $7,385,759,000 9,003 $820,366 10.83%$14.86 $12,190.65 6.19%1.75 $9,359,615,090 2016 $8,008,381,000 9,025 $887,355 8.17%TBD TBD TBD TBD * All values are inclusive of new growth TOTAL (Taxable RE & PP) PERCENT INCREASE TAXES EXHIBIT C: HISTORY OF AVERAGE SINGLE FAMILY DWELLING AND TAX BURDEN - FY1992 TO PRESENT 5 Residential ( R )Commercial ( C )Industrial (I) Commercial + Industrial Combined Personal Property (P)C-I-P Subtotal Total Assessed FY 15 Assessed Value $8,197,256,180 $662,842,420 $319,488,540 $982,330,960 $180,027,950 $1,162,358,910 $9,359,615,090 FY 16 Assessed Value $8,862,601,990 $664,672,810 $336,891,825 $1,001,564,635 $184,381,060 $1,185,945,695 $10,048,547,685 $ increase $665,345,810 $1,830,390 $17,403,285 $19,233,675 $4,353,110 $23,586,785 $688,932,595 % increase 8.12%0.28%5.45%1.96%2.42%2.03%7.36% FY 16 New Growth $115,275,000 $619,000 $6,784,501 $7,403,501 $25,556,850 $32,960,351 $148,235,351 FY 16 Assessed Value less New Growth $8,747,326,990 $664,053,810 $330,107,324 $994,161,134 $158,824,210 $1,152,985,344 $9,900,312,334 $ incr./decr. vs. FY 15 $550,070,810 $1,211,390 $10,618,784 $11,830,174 ($21,203,740)($9,373,566)$540,697,244 % incr./decr. vs. FY 15 6.71%0.18%3.32%1.20%-11.78%-0.81%5.78% FY 15 share of total value 87.58%7.08%3.41%10.50%1.92%12.42% FY 16 share of total value w/o growth 88.35%6.71%3.33%10.04%1.60%11.65% Change 0.77%-0.37%-0.08%-0.45%-0.32%-0.77% EXHIBIT D: PRELIMINARY/UNAPPROVED VALUES BY CLASS: FY2015 TO FY2016 Note: Industrial value is gross assessed value and includes that portion of value that is not taxable due to TIF agreements. 6 FY2014 FY2015 FY 2015 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 $11,581,156,623 $8.38 $20.44 1.690 $7.82 $19.29 1.70 Waltham $3,072,247,045 $13.43 $31.97 1.750 $13.13 $31.79 1.75 Newton $2,669,267,211 $12.12 $23.18 1.740 $11.61 $22.38 1.74 Woburn $1,858,186,150 $10.44 $27.41 1.750 $10.17 $26.30 1.75 Burlington $1,971,197,449 $12.00 $32.24 1.668 $11.35 $29.40 1.63 Wellesley $1,271,767,900 $11.54 $11.54 1.000 $11.56 $11.56 1.00 Lexington $1,162,358,910 $15.51 $29.56 1.700 $14.86 $29.10 1.75 Needham $1,213,152,968 $11.64 $22.99 1.750 $11.29 $22.43 1.75 Watertown $1,020,834,024 $14.96 $27.96 1.750 $15.03 $27.87 1.75 FY2014 FY2015 RESID C-I-P C-I-P RESID C-I-P C-I-P MUNICIPALITY RATE RATE SHIFT RATE RATE SHIFT Arlington 13.79$ 13.79$ 1.000 13.55$ 13.55$ 1.00 Bedford 15.71$ 34.04$ 1.750 14.62$ 32.12$ 1.75 Belmont 13.50$ 13.50$ 1.000 12.90$ 12.90$ 1.00 Burlington 12.00$ 32.24$ 1.668 11.35$ 29.40$ 1.63 Concord 14.45$ 14.45$ 1.000 14.29$ 14.29$ 1.00 Lincoln 14.41$ 18.95$ 1.300 14.15$ 18.60$ 1.30 Waltham 13.43$ 31.97$ 1.750 13.13$ 31.79$ 1.75 Winchester 12.66$ 11.91$ N/A 12.14$ 11.40$ N/A N/A = not available COMPARABLE COMMERCIAL COMMUNITIES COMMUNITIES CONTIGUOUS TO LEXINGTON EXHIBIT E: TAX FACTORS AND TAX RATES - COMPARABLE COMMERCIAL COMMUNITIES AND CONTIGUOUS COMMUNITIES 8 Division of Local Services Municipal Databank/Local Aid Section Fiscal Year 2015 Assessed Values by Class Municipality Fiscal Year Residential Value Open Space Value Commercial Value Industrial Value Personal Property Value Comm/Indl/Pers (C/I/P) Total Assessed Value R & O as % of Total Value CIP as % of Total Value 1 Boston 2015 72,346,068,366 0 32,451,521,456 785,061,568 5,154,210,832 $38,390,793,856 $110,736,862,222 65%35% 2 Cambridge 2015 18,562,023,898 0 6,577,555,346 3,913,738,477 1,089,862,800 $11,581,156,623 $30,143,180,521 62%38% 3 Newton 2015 19,995,837,989 0 2,102,213,911 168,580,400 398,472,900 $2,669,267,211 $22,665,105,200 88%12% 4 Nantucket 2015 16,946,921,756 11,664,300 944,004,094 49,617,300 229,217,719 $1,222,839,113 $18,169,760,869 93%7% 5 Brookline 2015 16,146,706,900 0 1,612,812,500 16,298,900 198,236,538 $1,827,347,938 $17,974,054,838 90%10% 6 Barnstable 2015 11,207,187,750 0 1,204,713,235 78,592,100 212,290,440 $1,495,595,775 $12,702,783,525 88%12% 7 Quincy 2015 9,450,521,233 0 1,617,500,567 84,397,400 268,079,660 $1,969,977,627 $11,420,498,860 83%17% 8 Worcester 2015 7,940,488,559 0 2,019,446,684 510,423,795 700,912,200 $3,230,782,679 $11,171,271,238 71%29% 9 Falmouth 2015 10,163,699,470 3,425,200 605,660,141 79,392,800 193,320,043 $878,372,984 $11,042,072,454 92%8% 10 Somerville 2015 8,909,186,864 0 1,055,713,836 311,627,700 215,696,880 $1,583,038,416 $10,492,225,280 85%15% 11 Wellesley 2015 9,116,045,000 0 1,159,807,000 8,155,000 103,805,900 $1,271,767,900 $10,387,812,900 88%12% 12 Lexington 2015 8,197,256,180 0 662,842,420 319,488,540 180,027,950 $1,162,358,910 $9,359,615,090 88%12% 13 Waltham 2015 5,900,062,585 0 2,220,696,817 471,070,238 380,479,990 $3,072,247,045 $8,972,309,630 66%34% 14 Plymouth 2015 7,020,390,187 0 829,010,333 794,542,012 264,930,551 $1,888,482,896 $8,908,873,083 79%21% 15 Needham 2015 7,625,574,778 0 881,392,158 149,792,300 181,968,510 $1,213,152,968 $8,838,727,746 86%14% 16 Arlington 2015 7,318,205,556 0 332,008,695 16,149,400 103,748,620 $451,906,715 $7,770,112,271 94%6% 17 Framingham 2015 5,818,671,300 0 1,299,872,350 267,785,500 223,149,421 $1,790,807,271 $7,609,478,571 76%24% 18 Medford 2015 6,534,408,440 0 654,943,460 97,461,000 125,684,630 $878,089,090 $7,412,497,530 88%12% 19 Andover 2015 5,793,267,930 7,958,400 580,548,306 601,623,300 246,548,798 $1,428,720,404 $7,221,988,334 80%20% 20 Springfield 2015 5,079,607,100 0 1,156,136,600 168,230,700 640,954,110 $1,965,321,410 $7,044,928,510 72%28% 21 Edgartown 2015 6,538,298,751 0 367,147,369 3,632,300 119,114,208 $489,893,877 $7,028,192,628 93%7% 22 Natick 2015 5,405,281,800 0 1,418,781,400 38,307,700 122,478,000 $1,579,567,100 $6,984,848,900 77%23% 23 Peabody 2015 4,913,745,514 0 1,135,250,604 241,748,200 114,587,090 $1,491,585,894 $6,405,331,408 77%23% 24 Lowell 2015 5,187,843,377 0 548,152,869 351,843,505 244,472,062 $1,144,468,436 $6,332,311,813 82%18% 25 Weymouth 2015 5,244,393,572 0 570,399,998 255,194,300 132,786,540 $958,380,838 $6,202,774,410 85%15% EXHIBIT F: TOP 25 COMMUNITIES BY TOTAL ASSESSED VALUE 9 Massachusetts Municipality Bond Rating FY15 TAX RATE RESID FY15 TAX RATE C-I-P FY15 SHIFT FACTOR RESID % OF TOTAL VALUE C-I-P % OF TOTAL VALUE RESID EXEMPT'N ADOPTED 2012 Population AREA SQ MILES DENSITY PER SQ MILE 2011 PER CAPITA INCOME Lexington Aaa 14.86 29.10 1.75 87.6%12.4%No 32,272 16.4 1,968 $88,987 Acton Aaa 19.05 19.05 1.00 91.4%8.6%No 22,599 20.0 1,132 $55,932 Andover AAA 14.97 24.77 1.47 91.4%8.6%No 34,142 31.0 1,101 $66,653 Arlington AAA 13.55 13.55 1.00 94.2%5.8%No 43,711 5.2 8,438 $45,654 Barnstable AAA 9.30 8.40 n/a 88.2%11.8%Yes 44,824 60.0 747 $31,096 Bedford Aaa 14.62 32.12 1.75 78.6%21.4%No 13,765 13.7 1,002 $53,790 Belmont Aaa 12.90 12.90 1.00 94.4%5.6%No 25,204 4.7 5,409 $69,079 Boston Aaa 12.11 29.52 1.75 65.3%34.7%Yes 636,479 48.4 13,142 $35,786 Boxborough AAA 16.65 16.65 1.00 75.7%24.3%No 5,105 10.4 493 $59,751 Brewster AAA 8.26 8.26 1.00 77.3%22.7%No 9,806 23.0 427 $30,164 Brookline Aaa 10.68 17.39 1.72 89.8%10.2%Yes 59,115 6.8 8,706 $65,085 Cambridge Aaa 7.82 19.29 1.70 61.6%38.4%Yes 106,471 6.4 16,558 $51,439 Canton AAA 12.82 26.36 1.66 77.4%22.6%Yes 21,932 18.9 1,159 $48,593 Chatham AAA 4.99 4.99 1.00 93.1%6.9%No 6,141 16.2 379 $42,083 Chilmark AAA 2.63 2.63 1.00 97.8%2.2%No 900 19.1 47 $48,479 Dartmouth AAA 9.81 15.03 1.40 83.1%16.9%No 34,448 61.6 559 $28,245 Dedham AAA 15.87 33.95 1.75 80.5%19.5%No 24,974 10.5 2,390 $43,117 Dennis AAA 6.35 6.35 1.00 92.2%7.8%No 14,153 20.6 687 $26,949 Dover Aaa 12.70 12.70 1.00 97.6%2.4%No 5,722 15.3 373 $188,206 Duxbury AAA 15.60 15.60 1.00 96.0%4.0%No 15,172 23.8 639 $70,008 Eastham AAA 7.10 7.10 1.00 96.0%4.0%No 4,946 14.0 354 $26,633 Hamilton AAA 17.09 17.09 1.00 95.0%5.0%No 8,072 14.6 553 $59,462 Harvard AAA 17.79 17.79 1.00 95.0%5.0%No 6,530 26.4 248 $56,549 Hingham Aaa 12.53 12.53 1.00 87.2%12.8%No 22,520 22.5 1,002 $81,511 Hopkinton AAA 17.96 17.96 1.00 83.1%16.9%No 15,478 26.6 583 $73,764 Lincoln AAA 14.15 18.60 1.30 96.5%3.5%No 6,503 14.4 453 $126,821 Littleton AAA 18.10 29.89 1.46 79.7%20.3%No 9,132 16.6 549 $42,066 Manchester By The Sea AAA 18.10 29.89 1.00 93.1%6.9%No 5,216 9.3 561 $99,243 Marblehead AAA 11.08 11.08 1.00 94.8%5.2%No 20,076 4.5 4,432 $78,969 Marion AAA 11.11 11.11 1.00 92.5%7.5%No 4,909 14.6 336 $47,145 Mashpee AAA 9.11 9.11 1.00 91.6%8.4%No 14,005 23.5 596 $28,845 Mattapoisett AAA 13.00 13.00 1.00 93.7%6.3%No 6,113 16.5 371 $46,296 Milton AAA 13.94 22.40 1.57 96.1%3.9%No 27,158 13.0 2,083 $57,880 Natick AAA 13.82 13.82 1.00 77.4%22.6%No 33,760 15.1 2,239 $47,566 Needham AAA 11.29 22.43 1.75 86.3%13.7%No 29,366 12.6 2,329 $87,232 Norwell AAA 16.50 16.50 1.00 84.3%15.7%No 10,574 20.9 507 $71,404 Orleans AAA 6.42 6.42 1.00 92.1%7.9%No 5,881 14.2 415 $38,139 Reading AAA 14.70 14.70 1.00 91.4%8.6%No 25,192 9.9 2,537 $44,656 Sherborn AAA 20.32 20.32 1.00 95.3%4.7%No 4,199 16.0 263 $182,248 Sudbury AAA 17.60 24.88 1.38 93.6%6.4%No 18,119 24.4 743 $93,407 Watertown AAA 15.03 27.87 1.75 81.2%18.8%Yes 32,863 4.1 7,996 $36,765 Wayland Aaa 18.39 18.39 1.00 94.9%5.1%No 13,285 15.2 872 $133,867 Wellesley Aaa 11.56 11.56 1.00 87.8%12.2%No 28,748 10.2 2,824 $138,036 Wellfleet AAA 6.78 6.78 1.00 95.4%4.6%No 2,742 19.8 138 $40,255 Wenham AAA 16.25 16.25 1.00 81.7%18.3%No 4,993 7.7 647 $81,173 Westborough AAA 18.59 18.59 1.00 96.4%3.6%No 18,455 20.5 899 $53,248 Westford AAA 16.24 16.44 1.00 64.5%35.5%No 22,851 30.6 747 $51,230 Weston Aaa 12.28 12.28 1.00 84.7%15.3%No 11,737 17.0 690 $267,636 Westwood AAA 15.24 28.79 1.70 95.4%4.6%No 14,768 11.0 1,346 $89,407 Winchester Aaa 12.14 11.40 n/a 95.0%5.0%No 21,869 6.0 3,621 $90,091 EXHIBIT G: TAX FACTORS and TAX RATES for Aaa and AAA RATED COMMUNITIES 10 (a)(b)( c )(d)(e)(f)(g)(h)(i) MASSACHUSETTS DEPARTMENT OF REVENUE ASSESSED ACTUAL ACTUAL NEW NEW NEW VALUE TAX RATE TAXES Exemption A / V TAX RATE TAXES FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 $5,000 $14.60 $73 $0 $5,000 $17.81 $89.04 $16 21.97%TOTAL RESIDENTIAL VALUE $8,862,601,990 $25,000 $14.60 $365 $0 $25,000 $17.81 $445.20 $80 21.97%TOTAL # RESID. PARCELS 10,765 $50,000 $14.60 $730 $0 $50,000 $17.81 $890.40 $160 21.97%AVG. RESIDENTIAL PARCEL $823,279.33 $100,000 $14.60 $1,460 $0 $100,000 $17.81 $1,780.79 $321 21.97%EXEMPTION @ 20%20% $300,000 $14.60 $4,380 $164,656 $135,344 $17.81 $2,410.20 -$1,970 -44.97%EXEMPTION $ AMOUNT $164,656 $400,000 $14.60 $5,840 $164,656 $235,344 $17.81 $4,191.00 -$1,649 -28.24%ESTIMATED # EXEMPTIONS 9,696 $500,000 $14.60 $7,300 $164,656 $335,344 $17.81 $5,971.79 -$1,328 -18.19%TOTAL RESID. EXEMPT VALUE $1,596,519,743 $600,000 $14.60 $8,760 $164,656 $435,344 $17.81 $7,752.58 -$1,007 -11.50%PRELIMINARY RESID. RATE (FY2016)$14.60 $650,000 $14.60 $9,490 $164,656 $485,344 $17.81 $8,642.98 -$847 -8.93%TOTAL RESID. REVENUE $129,393,989 $691,700 $14.60 $10,099 $164,656 $527,044 $17.81 $9,385.57 -$713 -7.06% $700,000 $14.60 $10,220 $164,656 $535,344 $17.81 $9,533.38 -$687 -6.72%NEW RESID. ASSESSED VALUE $7,266,082,247 $800,000 $14.60 $11,680 $164,656 $635,344 $17.81 $11,314.17 -$366 -3.13%NEW RESID. RATE $17.81 $900,000 $14.60 $13,140 $164,656 $735,344 $17.81 $13,094.97 -$45 -0.34% *$914,038 $14.60 $13,345 $164,656 $749,382 $17.81 $13,344.95 $0 0.00% $1,000,000 $14.60 $14,600 $164,656 $835,344 $17.81 $14,875.76 $276 1.89% $1,100,000 $14.60 $16,060 $164,656 $935,344 $17.81 $16,656.56 $597 3.71% $1,250,000 $14.60 $18,250 $164,656 $1,085,344 $17.81 $19,327.75 $1,078 5.91% $1,500,000 $14.60 $21,900 $164,656 $1,335,344 $17.81 $23,779.73 $1,880 8.58% $1,750,000 $14.60 $25,550 $164,656 $1,585,344 $17.81 $28,231.72 $2,682 10.50% $2,000,000 $14.60 $29,200 $164,656 $1,835,344 $17.81 $32,683.71 $3,484 11.93% $2,500,000 $14.60 $36,500 $164,656 $2,335,344 $17.81 $41,587.68 $5,088 13.94% $3,000,000 $14.60 $43,800 $164,656 $2,835,344 $17.81 $50,491.65 $6,692 15.28% $5,000,000 $14.60 $73,000 $164,656 $4,835,344 $17.81 $86,107.54 $13,108 17.96% $10,000,000 $14.60 $146,000 $0 $10,000,000 $17.81 $178,079.44 $32,079 21.97% $20,000,000 $14.60 $292,000 $0 $20,000,000 $17.81 $356,158.89 $64,159 21.97% $30,000,000 $14.60 $438,000 $0 $30,000,000 $17.81 $534,238.33 $96,238 21.97% FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 *BREAK EVEN ASSESSED VALUE, NO TAX IMPACT.$914,038 EXHIBIT H: RESIDENTIAL EXEMPTION: FY2016 PROPERTY IMPACT ANALYSIS $ Change (g-c) % Change (h/c) RESIDENTIAL EXEMPTION WORKSHEET FISCAL YEAR 2016 INFORMATION 11 AGENDA ITEM SUM M ARY LEXINGTON BOARD OF SELECTMEN MEETING AGENDA ITEM TITLE: Proposal for a Skating Rink - Fletcher/Massachusetts Avenue (10 min.) PRESENTER: Carl F. Valente, Town Manager ITEM NUMBER: I.2 SUMMARY: Last year, the Board o f S electmen s upported a reques t fro m a group of Town res idents fo r an outdoor s kating rink at the s oc c er field next to the Muzzey c ond o miniums . Due to various winter cond itions last year, the rink was not c reated . This year, the s ame gro up of res id ents wo uld again like permis s io n fo r an outdoor s kating rink, b ut loc ated on the Town land at the c orner of Fletcher and Mass. Ave. (Farmer's Market loc ation). Town s taff generally s up p o rts this proposal b ut with c ond itions in regard s to parking, ac ces s to the rink, prohibitio n o f organized games and maintenanc e. SUGGESTED MOTION: No vote is required as use o f this Town p roperty is under the juris d ictio n of the To wn Manager. The Town Manager, ho wever, would like to determine if there is a c o nsens us o f the Board to s upport this req uest. FOLLOW-UP: Town Manager's Office to s end letter of approval, with cond itions reques ted by the Polic e Dep artment and DP W. DATE AND APPROXIMATE TIME ON AGENDA: 11/16/2015 6:30 PM ATTACHMENTS: Des crip tion Typ e Skating Rink Propos al Backup Material AGENDA ITEM SUM M ARY LEXINGTON BOARD OF SELECTMEN MEETING AGENDA ITEM TITLE: Historical Society Request - Support Letter to Build Archive Wing at Munroe Tavern (10 min.) PRESENTER: S usan Bennett, Executive Directo r, His toric al Soc iety ITEM NUMBER: I.3 SUMMARY: Sus an Bennett will b e at yo ur meeting to p res ent informatio n and req uest a s up p o rt letter for the His toric al Soc iety's plan to b uild a small archives wing at Munroe Tavern to hous e their gro wing archives and p ro vid e b etter pub lic ac c es s . T hey will be ap p lying for s tate funding and a sup p o rt letter would be very help ful to them. SUGGESTED MOTION: FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 11/16/2015 6:40 PM ATTACHMENTS: Des crip tion Typ e Munroe Tavern Exis ting Conditions and Propos ed Plans Pres entation Proposed Support Letter Backup Material The Lexington Historical Society archives is an important repository of historic records spanning over three centuries of Lexington history. Its archival material relating to the Battle of Lexington is of significance well beyond our town. The Society’s archives serve as a reference point for Town residents, for visitors to the community interested in their ancestors’ connections to the Battle of Lexington, and for researchers on all aspects of Lexington history. Over the years, the Town of Lexington has supported the Society’s archives in a number of ways. In 2008, Town Meeting voted $600,000 in Community Preservation funds for the renovation and restoration of the Hancock-Clarke House, including funds committed to the refurbishment of the current basement archives space. In 2012, Town Meeting approved $77,268 in Community Preservation funds for the conservation of important Revolutionary-era documents owned by the Society as well as the First Parish church record book on deposit there. We applaud the Society’s decision to create a dedicated Archives Center at its Munroe Tavern site to provide more public access to the archives and to respond to the need for additional storage space. Although this new construction is not eligible for Community Preservation funds, we are hopeful that the Society’s application to the Massachusetts Cultural Facilities Fund will be successful and will allow the Society to move forward with this important project. AGENDA ITEM SUM M ARY LEXINGTON BOARD OF SELECTMEN MEETING AGENDA ITEM TITLE: Preliminary Review - FY17 Capital Budget Requests (15 min.) PRESENTER: Ro b Addelso n, As s is tant To wn Manager fo r Financ e ITEM NUMBER: I.4 SUMMARY: On Octo b er 20th, the Cap ital Exp enditures C o mmittee rec eived the preliminary munic ip al c ap ital imp ro vement req uests for F Y17. T his lis t was o riginally on the Selec tmen's Oc tober 16 agend a, b ut was c o ntinued due to a lack of time during that meeting. Attac hed is the lis ting of thes e reques ts for the S electmen's initial review. Staff has highlighted c ertain reques ts that may warrant more in-depth d is cus s ion at a future Selec tmen's meeting. SUGGESTED MOTION: Not at this time. FOLLOW-UP: Staff will c o ntinue to refine thes e reques ts over the coming mo nth. Revis ed vers ions will be p res ented to the Bo ard of Selec tmen at the Board's b udget review s es s io ns in early Dec ember. DATE AND APPROXIMATE TIME ON AGENDA: 11/16/2015 6:50 PM ATTACHMENTS: Des crip tion Typ e Preliminary FY17-21 Capital Projects Backup Material RevisionFundingDepartmentID#Project NameDateDateSourceFY 2017FY 2018FY 2019FY 2020FY 2021TotalEconomic Development983 Muzzey Street/Clark Street Parking Lot9/30/2015 Levy/Other $75,000 $0 $0 $0 $0 $75,0001003 Parking Meter Replacement Phase 210/14/2015 Levy/Other $402,000 $0 $0 $0 $0 $402,0001005 Grain Mill Alley Improvements10/14/2015 CPA $457,000 $0 $0 $0 $0 $457,000$934,000 $0 $0 $0 $0 $934,000Fire735 Ambulance Replacement9/15/2011 10/1/2013 Levy $0 $280,000 $0 $0 $0 $280,000738 Headquarters Fire Station Design and Construction (TBD) 9/16/2011 10/1/2013 Levy $0 TBD TBD $0 $0 $0849 Ladder Truck Replacement8/20/2012 10/28/2013 Levy $875,000 $0 $0 $0 $0 $875,000926 Public Safety Radio Stabilization9/10/2014 Levy $90,000 $0 $0 $0 $0 $90,000978 Fire HQ Exercise Room9/14/2015 Levy $80,000 $0 $0 $0 $0 $80,0001010 Ambulance Replacement11/2/2015$0 $0 $0 $0 $280,000 $280,000$1,045,000 $280,000 $0 $0 $280,000 $1,605,000Land Use - Conservation1007 Wright Farm Needs Assessment and Feasibility Study (TBD) 10/15/2015 CPA TBD $0 $0 $0 $0$0TBD $0 $0 $0 $0 $0Library988 Cary Library Internal Reconfiguration Project10/2/2015 Private $850,000 $0 $0 $0 $0 $850,000$850,000 $0 $0 $0 $0 $850,000MIS553 Replace Town Wide Phone Systems-Phase V10/15/2008 10/16/2015 Levy $224,000 $100,000 $0 $0 $0 $324,000556 Head End Equipment Replacement - phase V10/14/2008 10/16/2015 Levy $150,000 $250,000 $0 $250,000 $180,000 $830,000708 Municipal Technology Improvement Program- unfunded year 10/20/2010 9/11/2015 Levy $0 $200,000 $85,000 $150,000 $85,000 $520,000855 Network Redundancy & Improvement Plan - unfunded year 9/17/2012 9/11/2015 Levy/Other $0 TBD TBD TBD TBD $0$374,000 $550,000 $85,000 $400,000 $265,000 $1,674,000Planning980 Hartwell Avenue Area Transportation Improvements9/16/2015 Other $75,000 $0 $0 $0 $0 $75,000981 Traffic Mitigation9/22/2015 Levy $30,000 $50,000 $50,000 $50,000 $50,000 $230,000$105,000 $50,000 $50,000 $50,000 $50,000 $305,000Police692 Police Station: Design and Construction (TBD)9/20/2010 10/19/2012 Levy/CPA $0 $0 TBD TBD $0 $0967 Police Outdoor/Indoor Firing Range-Hartwell Ave (TBD) 12/10/2014 Levy $0 $0 $0 $0 $0 $0$0 $0 $0 $0 $0 $0Public Facilities561 Townwide Roofing Program10/29/2008 9/28/2015 Levy $176,400 $433,200 $1,058,500 $1,933,384 $4,344,595 $7,946,079562 School Building Envelope and Systems Program10/29/2008 9/28/2015 Levy $215,000 $221,000 $226,000 $231,600 $237,400 $1,131,000564 LHS Heating Systems Upgrade10/28/2008 10/13/2015 Levy/Debt Exclu. $186,000 $12,864,000 $0 $0 $0 $13,050,000647 Municipal Building Envelope and Systems10/1/2008 9/28/2015 Levy $187,329 $192,012 $196,812 $201,732 $206,850 $984,735653 Building Flooring Program10/18/2009 10/13/2015 Levy $150,000 $150,000 $125,000 $125,000 $125,000 $675,000698 School Paving Program10/14/2010 10/8/2015 Levy $99,500 $1,197,500 $161,901 $166,000 $172,596 $1,797,497749 Public Facilities Bid Documents9/17/2011 9/12/2014 Levy $100,000 $100,000 $100,000 $100,000 $100,000 $500,000835 Visitors Center10/13/2011 9/10/2015 Levy/CPA $2,080,298 $0 $0 $0 $0 $2,080,298870 Hastings School Renovation/Replacement10/17/2012 9/14/2015 Levy/Debt Exclu. $1,500,000 $57,500,000 $0 $0 $0 $59,000,000892 Community Center Enhancements9/30/2013 9/11/2015 Levy $75,000 $0 $0 $0 $0 $75,000937 Security Camera Upgrade to Digital from Analog9/15/2014 10/13/2015 Levy $49,500 $0 $0 $0 $0 $49,500939 Public Facilities Mechanical/Electrical System Replacements 9/15/2014 9/28/2015 Levy $423,500 $489,000 $544,500 $605,000 $672,000 $2,734,000961 Lexington Public School Educational Capacity Increase 10/15/2014 9/14/2015 Levy $3,267,000 $0 $0 $0 $0 $3,267,000979 Munroe School Roof9/14/2015 10/8/2015 Levy $298,000 $0 $0 $0 $0 $298,000989 LHS Security Evaluation and Upgrade10/5/2015 Levy $25,000 $289,500 $0 $0 $0 $314,500990 LHS Guidance Space Mining10/5/2015 11/4/2015 Levy $151,800 $0 $0 $0 $0 $151,800991 LHS Nurse Office and Treatment Space10/5/2015 10/13/2015 Levy $178,000 $0 $0 $0 $0 $178,000992 Building Resiliency Plan10/1/2015 Levy $50,000 $0 $0 $0 $0 $50,000993 LHS Fitness Center/Athletic Training Floor10/1/2015 Levy $41,220 $0 $0 $0 $0 $41,220994 Lexington High School Visual Arts Sinks10/1/2015 Levy $32,729 $0 $0 $0 $0 $32,7291000 Harrington Replace Retractable Wall in Café/Gym10/1/2015 Levy $0 $85,000 $0 $0 $0 $85,0001001 Harrington Cafeteria Sink10/1/2015 Levy $20,000 $0 $0 $0 $0 $20,000Town Capital Summary Report FY2017 - FY202111/13/2015 RevisionFundingDepartmentID#Project NameDateDateSourceFY 2017FY 2018FY 2019FY 2020FY 2021TotalTown Capital Summary Report FY2017 - FY20211009 Munroe School Window Study10/26/2015 CPA $30,000 $0 $0 $0 $0 $30,000$9,336,276 $73,521,212 $2,412,713 $3,362,716 $5,858,441$94,491,358Public Works321 Center Streetscape Improvements10/2/2008 9/10/2015 Levy $4,000,000 $2,000,000 $2,000,000 $0 $0 $8,000,000327 Automatic Meter Reading System10/2/2008 9/8/2015 Water $0 $657,250 $496,000 $496,000 $0 $1,649,250520 Equipment Replacement10/30/2008 9/8/2015 Levy/Water/Sewer $908,000 $973,000 $970,000 $850,000 $925,000 $4,626,000522 Street Improvements 10/2/2008 10/28/2015 Levy/State Aid $2,526,835 $2,526,835 $2,526,835 $2,526,835 $2,526,835 $12,634,175523 Storm Drainage Improvements and NPDES compliance10/2/2008 9/10/2015 Levy $340,000 $340,000 $340,000 $340,000 $340,000 $1,700,000524 Sanitary Sewer System Investigation and Improvements 10/2/2008 9/10/2015 Sewer/Other $1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 $5,000,000528 Hydrant Replacement Program10/2/2008 9/8/2015 Levy/Water $150,000 $150,000 $150,000$150,000 $150,000 $750,000529 Pump Station Upgrades10/2/2008 9/11/2015 Sewer $800,000 $800,000 $800,000 $800,000 $800,000 $4,000,000554 Street Acceptance10/14/2008 10/14/2015 Other $200,000 $0 $0 $0 $0 $200,000557 Comprehensive Watershed Stormwater Management Study and Implementation 10/2/2008 9/10/2015 Levy $390,000 $390,000 $390,000 $390,000 $390,000 $1,950,000560 Water Distribution System Improvements10/2/2008 10/14/2015 State Aid/Water $2,500,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000 $6,500,000587 Mass Ave - Three Intersections Improvement9/4/2009 9/24/2015 Levy/State Aid $6,900,000 $0 $0 $0 $0 $6,900,000644 Sidewalk Improvement10/2/2008 10/15/2015 Levy $800,000 $800,000 $800,000 $800,000 $800,000 $4,000,000645 Dam Repair10/2/2008 9/10/2015 Levy $0 $530,000 $0 $0 $0 $530,000672 Battle Green Master Plan - Phase 311/18/2009 9/8/2015 CPA $0 $570,438 $0 $0 $0 $570,438683 Town Wide Culvert Replacement9/15/2010 9/10/2015 Levy $390,000 $390,000 $390,000 $390,000 $390,000 $1,950,000688 Town-wide Signalization Improvements9/16/2010 9/10/2015 Levy $125,000 $125,000 $125,000 $125,000 $125,000 $625,000850 Hartwell Avenue Infrastructure Improvements9/11/2012 10/28/2015 Levy $0 $500,000 $0 $0 $0 $500,000881 Municipal Parking lot improvements9/11/2013 9/11/2015 Levy $0 $40,000 $440,000 $0 $0 $480,000883 Bikeway Bridge Renovations9/13/2013 10/15/2015 Levy $0 $368,000 $0 $0 $0 $368,000915 Hartwell Avenue Compost Site Improvements10/24/2013 9/8/2015$200,000 $175,000 $0 $0 $0 $375,000922 Battle Green Streetscape Improvements1/10/2014 11/2/2015 Levy/CPA $0 $3,000,000 $0 $0 $0 $3,000,000940 Westview Cemetery Building Assessment10/2/2014 10/14/2015 Levy $270,000 $2,930,000 $0 $0 $0 $3,200,000941 Public Parking lot Improvement Program10/8/2014 9/10/2015 Other $100,000 $500,000 $500,000 $500,000 $500,000 $2,100,000969 Minuteman Bikeway Wayfinding12/30/2014 10/28/2015 CPA $120,000 $0 $0 $0 $0 $120,000984 Antony Park Construction10/1/2015 10/14/2015 CPA/Private $60,000 $0 $0 $0 $0 $60,000985 Cary Memorial Library walkway replacement10/2/2015 10/15/2015 Levy $149,500 $0 $0 $0 $0 $149,500986 Munroe Center for the Arts parking lot10/2/2015 Private $220,000 $0 $0 $0 $0 $220,000987 Pleasant Street sidewalk10/2/2015 10/28/2015 $175,000 $0 $0 $0 $0 $175,0001002 Staging for Special Events10/14/2015 Levy $60,000 $0 $0 $0 $0 $60,0001008 Pelham Road Accessibilty Study10/15/2015 Levy $150,000 $0 $0 $0 $0 $150,000$22,534,335 $19,765,523 $11,927,835 $9,367,835 $8,946,835 $72,542,363Recreation278 Athletic Facility Lighting8/25/2005 8/31/2015 CPA $0 $350,000 $505,000 $0 $0 $855,000280 Pine Meadows Improvements8/30/2005 8/29/2015 Recreation $65,000 $0 $0 $80,000 $0 $145,000282 Park and Playground Improvements8/30/2005 9/3/2015 CPA $75,000 $60,000 $0 $70,000 $70,000 $275,000283 Town Pool Renovation8/30/2005 10/15/2015 CPA $166,000 $1,620,000 $0 $0 $0 $1,786,000518 Park Improvements - Athletic Fields9/15/2006 8/28/2015 CPA $120,000 $125,000 $150,000 $400,000 $75,000 $870,000519 Pine Meadows Equipment8/11/2008 8/29/2015 Recreation $0 $55,000 $55,000 $50,000$60,000 $220,000532 Park Improvements- Hard Court Resurfacing8/13/2007 9/3/2015 CPA $61,000 $0 $58,000 $43,000 $65,000 $227,000732 Center Track and Field Reconstruction8/15/2011 9/3/2015 Levy/CPA $0 $0 $3,000,000 $0 $0 $3,000,000976 Granite Forest at Lincoln Park8/26/2015 8/28/2015 CPA/Private $30,000 $0 $0 $0 $0 $30,000$517,000 $2,210,000 $3,768,000 $643,000 $270,000 $7,408,000Town Clerk307 Archives & Records Management/Records Conservation & Preservation 9/15/2008 9/9/2015 CPA $0 $20,000 $20,000 $20,000 $20,000 $80,000851 Election System Upgrade9/11/2012 9/9/2015 Levy $81,000 $0 $0 $0 $0 $81,000$81,000 $20,000 $20,000 $20,000 $20,000 $161,000Total Capital Budget$35,776,611 $96,396,735 $18,263,548 $13,843,551 $15,690,276 $179,970,72111/13/2015 AGENDA ITEM SUM M ARY LEXINGTON BOARD OF SELECTMEN MEETING AGENDA ITEM TITLE: Discussion of School District Building Projects (15 min) PRESENTER: Jo e Pato ITEM NUMBER: 1.5 SUMMARY: Review School p ro jects status . SUGGESTED MOTION: FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 11/16/2015 7:05 PM AGENDA ITEM SUM M ARY LEXINGTON BOARD OF SELECTMEN MEETING AGENDA ITEM TITLE: Amend Charge for Historical Commission (5 min.) PRESENTER: Carl F. Valente, Town Manager ITEM NUMBER: I.6 SUMMARY: The Histo rical C o mmis s io n has req uested that the Board o f S electmen amend the Commission's c harge, d eleting the req uirement that Commission memb ers be Lexington residents. Members o f the Histo rical Commission are appointed b y the To wn Manager, with the ap p ro val o f the Board o f S electmen. This req uest has b een p ro mp ted b y o ur learning that S ally Zimmerman, a lo ng time member o f the Commission, has rec ently mo ved fro m Lexington. S he has b een a valuable as s et to the Town, with her many years o f exp erienc e at the Massac hus etts and Cambridge His toric al Co mmis s ions , her lead ers hip at Historic New England, her teac hing at Bo s ton Univers ity and all the work she has do ne fo r Lexingto n o ver the years. With her knowled ge, tact and profess io nal ap p ro ach it wo uld b e a real lo s s to Lexingto n to lo s e this kind of commitment and expertis e. Towns are authorized to create his toric al c ommis s ions by S tate statute (attac hed). T he s tatute does not req uire res id enc y in the Town. SUGGESTED MOTION: Mo ve to amend the s econd paragrap h o f the His toric al Co mmis s io n Charge to read: "Criteria for Memb ers hip : Professional q ualific ations in arc hitecture, his to ry o r his toric al preservations with a s incere interes t in the field ." FOLLOW-UP: Town Manager's Office DATE AND APPROXIMATE TIME ON AGENDA: 11/16/2015 7:20 PM ATTACHMENTS: Des crip tion Typ e Current Charge of His torical Commis s ion Bylaw/Regulation State Statute Permitting the Creation of Local His torical Commis s ions Backup Material HISTORICAL COMMISSION Members: 5 Appointed by: Town Manager with Selectmen's approval Length of Term: 3 years Appointments made: April 1 Meeting Times: Monthly except during the summer Description: The Commission was established for the preservation and development of the historical and archeological assets of the town. The Commission maintains an inventory of buildings, areas, and sites of architectural and/or historical importance in Lexington. It collects reference information on architectural styles, preservation technology, and financial benefits for historic preservation. It is the starting point for those seeking National Register Nominations for their buildings or neighborhoods. It also submits opinions and recommendations to other town boards and committees on topics of architectural or historic concern. In addition, the Historical Commission administers the demolition by-law. Criteria for Membership: Professional qualifications in architecture, history or historical preservations. Must be a Lexington resident with sincere interest in the field. Ref.: MGL Chapter 40 §8D Selectmen designated as Special Municipal Employees on January 9, 1984. Selectmen reaffirmed designation as Special Municipal Employees on January 18, 2006. Chapter 40, Section 8D. A city or town which accepts this section may establish an historical commission, hereinafter called the commission, for the preservation, protection and development of the historical or archeological assets of such city or town. Such commission shall conduct researches for places of historic or archeological value, shall cooperate with the state archeologist in conducting such researches or other surveys, and shall seek to coordinate the activities of unofficial bodies organized for similar purposes, and may advertise, prepare, print and distribute books, maps, charts, plans and pamphlets which it deems necessary for its work. For the purpose of protecting and preserving such places, it may make such recommendations as it deems necessary to the city council or the selectmen and, subject to the approval of the city council or the selectmen, to the Massachusetts historical commission, that any such place be certified as an historical or archeological landmark. It shall report to the state archeologist the existence of any archeological, paleontological or historical site or object discovered in accordance with section twenty-seven C of chapter nine, and shall apply for permits necessary pursuant to said section twenty- seven C. Any information received by a local historical commission with respect to the location of sites and specimens, as defined in section twenty-six B of chapter nine, shall not be a public record. The commission may hold hearings, may enter into contracts with individuals, organizations and institutions for services furthering the objectives of the commission's program; may enter into contracts with local or regional associations for cooperative endeavors furthering the commission's program; may accept gifts, contributions and bequests of funds from individuals, foundations and from federal, state or other governmental bodies for the purpose of furthering the commission's program; may make and sign any agreements and may do and perform any and all acts which may be necessary or desirable to carry out the purposes of this section. It shall keep accurate records of its meetings and actions and shall file an annual report which shall be printed in the case of towns in the annual town report. The commission may appoint such clerks and other employees as it may from time to time require. The commission shall consist of not less than three nor more than seven members. In cities the members shall be appointed by the mayor, subject to the provisions of the city charter, except that in cities having a city manager form of government, said appointments shall be by the city manager, subject to the provisions of the charter; and in towns they shall be appointed by the selectmen, excepting towns having a town manager form of government, in which towns appointments shall be made by the town manager, subject to the approval of the selectmen. Alternate members may be appointed in like manner as provided for in this section not exceeding in number the principal members. In the case of the absence or inability to act on the part of a principal member, the place of the principal member shall be taken by an alternate member designated by the chairman. When a commission is first established, the terms of the members and alternate members shall be for one, two or three years, and so arranged that the terms of approximately one third of the members and alternate members will expire each year, and their successors shall be appointed for terms of three years each. Any member or alternate member of a commission so appointed may, after a public hearing if requested, be removed for cause by the appointing authority. A vacancy occurring otherwise than by expiration of a term shall in a city or town be filled for the unexpired term in the same manner as an original appointment. Said commission may acquire in the name of the city or town by gift, purchase, grant, bequest, devise, lease or otherwise the fee or lesser interest in real or personal property of significant historical value and may manage the same. AGENDA ITEM SUM M ARY LEXINGTON BOARD OF SELECTMEN MEETING AGENDA ITEM TITLE: Approve Collective Bargaining Agreement - Lexington Municipal Employee Association (5 min.) PRESENTER: Carl F. Valente, Town Manager and Denise Y. Cas ey, Direc tor o f Human Res o urc es ITEM NUMBER: I.7 SUMMARY: The Town and the Lexington Munic ip al Employee As s oc iation (LMEA) have reac hed a two-year c o llective b argaining agreement fo r the p erio d of FY16-17. The Board o f S electmen previo us ly approved this agreement in Executive Ses s ion on No vember 2, 2015. T he LMEA membership has rec ently vo ted to acc ep t this c ontrac t s ettlement. The Agreement provid es for: A 2.5% c os t of living ad justment in Fis c al Year 2016; A 2.0% c os t of living ad justment in Fis c al Year 2017; Addition of the rec ently revised Parental Leave Act, M.G.L. Chapter 149 Sec tion 105D; Addition of the S mall Necessities Leave Ac t, M.G.L. Chap ter 149 Sec tio n 52D; Clarific atio n that clothing p ro vided under this agreement is a wo rking c o nditio n fringe benefit and therefore not s ub ject to tax; Clarific atio n that tuition reimburs ement p ro vided und er this agreement is a wo rking cond ition fringe b enefit and therefo re no t s ubjec t to tax; Clarific atio n that time granted fro m the s ic k leave b ank is o n a “ro lling c alend ar” basis; Clarific atio n that new hires may us e ac c rued vac ation, s ick and perso nal leave within their p ro b ationary p erio d; Clarific atio n that retirees who return to Town s ervic e are exc luded from the LMEA agreement; Addition of the following new p o s itions ; Ec ono mic Develo p ment Coordinator and Building Sup ervis o r – Community C enter; Removal o f pos itio n that have been mo ved into ano ther bargaining unit or are c o nsidered non- rep res ented; As s istant Assessor, Veteran’s S ervic es Offic er and Animal Control Officer. Deletion of o b s o lete s alary grades from the grandfathered s alary table; The es tab lis hment o f a Labor/Management team to review exp anding To wn is s ued c lo thing to ad minis trative s taff; and Addition of the positio n o f Assistant Town Manager for Develo p ment in the c o mp ensato ry leave artic le. FINANCIAL IMPACT : This contrac t s ettlement is within the amount allo c ated in the o p erating b udget. SUGGESTED MOTION: Mo ve to ap prove and autho rize the Town Manager to s ign the collec tive bargaining agreement between the Town and the Lexington Munic ip al Emp lo yee As s oc iation for the period of FY16-17. FOLLOW-UP: Town Manager's Office/Human Resources will prepare final s ignature doc uments . DATE AND APPROXIMATE TIME ON AGENDA: 11/16/2015 7:25 PM ATTACHMENTS: Des crip tion Typ e MOU LMEA FY 16-17 Backup Material 1 Memorandum of Understanding Between Town of Lexington And Lexington Municipal Employees Association LMEA The Town of Lexington and the Lexington Municipal Employees Association hereby agree to the following amendments to the collective bargaining agreement, which expired June 30, 2015. 1. Article 11.2 Sick Leave Delete the final sentence and replace with: “Per M.G.L. Chapter 149 Section 105D, an employee who has completed their probationary period shall be entitled to eight (8) weeks of parental leave for the purpose of birth of a child or for the placement of a child under the age of eighteen (18), or under the age of twenty-three (23) if the child is mentally or physically disabled, for adoption with the employee who is adopting or intending to adopt the child; provided, however, that any two (2) employees of the Town shall only be entitled to eight (8) weeks of parental leave in aggregate for the birth or adoption of the same child. The employee shall give at least two (2) weeks’ notice to her supervisor of her anticipated date of departure and intention to return, shall be restored to her previous, or a similar, position with the same status, pay, length of service credit and seniority, wherever applicable, as of the date of the leave. Parental leave may be with pay in accordance with the leave provisions of this collective bargaining agreement. While on unpaid parental leave, employees will not accrue other leave benefits and the amount of time spent on leave shall not be included in the computation of continuous service, but shall not be deemed to be a break in service. Use of unpaid parental leave shall change the employee’s step date for the purpose of future salary step increases and longevity payments.” 2 2. New Article 32 Small Necessities Leave Act Add the following language: “In accordance with MGL C. 149 Section 52D, employees are entitled to twenty-four (24) hours of unpaid leave during any twelve (12) month period, in addition to any leave available under the federal act (FMLA) to: (1) participate in school activities directly related to the educational advancement of a son or daughter of an employee, such as parent-teacher conferences or interviewing for a new school; (2) accompany a son or daughter (qualified dependent) of the employee to routine medical or dental appointments, such as check-ups or vaccinations; and (3) accompany an elderly relative of the employee to routine medical or dental appointments or appointments for other professional services related to the elder’s care, such as interviewing at nursing or group homes.” Employees may use accrued vacation or for those eligible for personal leave, personal leave for items (1) and (3). Employees may use accrued sick, vacation or personal leave for item (2).” 3. Article 23 Clothing Allowance Add the following paragraph at the end of the article: “Clothing provided by the Town of Lexington for employees covered under this CBA is a requirement of the employee’s position. All clothing purchased is approved by the immediate supervisor and complies with IRC Reg. §1.62-2(d) as a working condition fringe benefit. Employees are required to produce substantiation of clothing expenses prior to reimbursement. Clothing purchased by the Town for employees is for work purposes only and employees are prohibited from wearing clothing, shoes, or other items issue by the Town or reimbursed by the Town outside of the workplace other than as part of their commute to and from their worksite.” 4. Article 18 Tuition Program and Certification Stipend Add the following to 18.2: “For federal tax purposes, employees can exclude from gross income education benefits paid or incurred on their behalf by the Town under a qualified educational assistance program. Other Town reimbursements for work-related education may be excluded from income if they are provided under an accountable plan or qualify as working condition fringe benefits; otherwise, they are included in income and taxed as compensation. Reference IRC Reg. §1.117(d).” 5. Article 12 Sick Leave Bank Eligibility Program 12.2 C. Delete the words “per calendar year” and replace with “rolling twelve (12) month period”. 3 6. Article 10.1 Vacations “New employees at time of hire shall be credited with five (5) days of vacation time and then shall accrue the balance of their annual vacation leave allotment during their first year of employment.” “Employees who are in their probationary period may request vacation leave. The amount of vacation leave requested and granted shall not exceed the balance in the employee’s vacation leave accrual”. 7. Article 6 Introductory Period and Step Increases Delete the following from 6.2, “employees will be credited with all accrued benefits…”. 8. Article 11 Sick Leave Add the following at the end of 11.1, “Employees who are in their probationary period may request sick leave. The amount of sick leave requested and granted shall not exceed the balance in the employee’s sick leave accrual”. 9. Article 15 Personal Leave Delete the first paragraph in 15.4 that references the probationary period. 10. Article 1 Recognition Add the following sentence after the list of position that are included in the Association. “Retired employees of the Town of Lexington are specifically excluded from the bargaining unit and are not subject to any of the provisions contained therein (i.e. leave accrual)”. 11. Article 1 Recognition and Employee Classification Schedule Add the following positions to Article 1 and the Classification Schedule: Economic Development Coordinator Grade 6 Building Supervisor – Community Center Grade 5 Remove the position from the Classification Schedule: Assistant Assessor Grade 8 Veteran Services Officer Grade 5 Animal Control Officer Grade 4 (1) (1) This position will be an employee of the Town of Bedford and therefore not included in the LMEA. 4 12. Article 27 Wage Schedule Remove the references to Category A and Category B employees. Add, “COLA increases apply to both the “old Salary table” and the “new Salary table”.” The “grandfathered” salary table will contain the following grades, as all other grades have been migrated over to the “new” salary table: 113; 113H; 126; 131; 134; 135; 212E and 213. July 1, 2015 – June 30, 2016 (FY16) 2.5% base wage increase to both salary tables July 1, 2016 – June 30, 2017 (FY17) 2.0% base wage increase to both salary tables 13. Article 23 Clothing Allowance The parties agree to establish a labor/management committee to consider expanding the Town issued clothing in Article 23, Clothing Allowance, to administrative staff. 14. Article 19 Compensatory Time Add the following title before Department Head in all places, “Assistant Town Manager for Development”. 15. Article 26 Effective Date and Duration Change the dates from July 1, 2012 – June 30, 2015 to read “July 1, 2015 – June 30, 2017”. Signed this_________day of_______________________ 2015 Town of Lexington Lexington Municipal Employee Association ____________________ _______________________________ Carl Valente Kathy Fox, Co-President Town Manager Witness Bruce Dempsey, Co-President AGENDA ITEM SUM M ARY LEXINGTON BOARD OF SELECTMEN MEETING AGENDA ITEM TITLE: Selectmen Committee Appointment - Council for the Arts (5 min.) PRESENTER: Jo e Pato ITEM NUMBER: I.8 SUMMARY: The Counc il fo r the Arts has req uested that Faith Lin be ap p o inted . SUGGESTED MOTION: Mo tion to app o int F aith Lin to the Co uncil for the Arts for a term to exp ire Septemb er 30, 2017. FOLLOW-UP: Selec tmen's O ffic e DATE AND APPROXIMATE TIME ON AGENDA: 11/16/2015 7:30 PM ATTACHMENTS: Des crip tion Typ e Committee Application for Faith Lin Backup Material AGENDA ITEM SUM M ARY LEXINGTON BOARD OF SELECTMEN MEETING AGENDA ITEM TITLE: Adjustments and Commitments of Water & Sewer Charges PRESENTER: William P Had ley, Direc tor o f P ublic Works ITEM NUMBER: C.1 SUMMARY: Adjus tments to Water/S ewer as rec o mmended by WS AB ($420.00) Commitment o f Water and S ewer Septemb er Final Bills $ 64,250.16 Commitment o f Water and S ewer Cycle 9 Billing $ 271,467.60 SUGGESTED MOTION: Mo tion to app ro ve the Adjus tments and commitments o f Water and Sewer as no ted ab o ve. FOLLOW-UP: Revenue Offic er DATE AND APPROXIMATE TIME ON AGENDA: 11/16/2015 7:35 PM ATTACHMENTS: Des crip tion Typ e AIS 11-16-15 Cover Memo Adj Brandon St-Cycle 9 Oct Cover Memo