HomeMy WebLinkAbout2015-11-23-BOS-Packet-releasedSELEC T MEN'S MEETING
Mo nday, No vember 23, 2015
Selec tmen Meeting Room
6:00 PM
AGENDA
EXECUTIVE SESSION
1.Exec utive S es s io n-Exemptio n 6: Up d ate o n Pelham Ro ad Pro perty 6:00 PM
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.Polling Loc ation and Lo cal Elec tio n Rec o mmendatio ns (10 min.)6:30 PM
2.Spec ial To wn Meeting Warrant 1 - Bo ard P o s itions (5 min.)6:40 PM
3.Update-His to ric Preservation Res tric tio n fo r Co mmunity Center Property (10
min.)
6:45 PM
4.Town Manager's Appointment to R ec reatio n Committee (3 min.)6:55 PM
5.Selec tmen Appointment - To wn Report C o mmittee (2 min.)6:58 PM
6.Tax C las s ificatio n Hearing (25 min.)7:00 PM
7.Cons ent Agenda 7:25 PM
1. Ap p ro ve Town Manager Vacation R eq uest
2. Us e o f the Battle Green - Minute Men His toric Exhib ition
3. Mes s age o f Co ndolence to Antony Sis ter City
ADJOURN
1.Approximate Ad jo urn Time 7:30 PM
The Selec tmen will reconvene for a joint meeting of the S electmen, Sc hool Committee,
Approp riation C o mmittee and Cap ital Expend itures Co mmittee sc hed uled to b egin at 7:30 PM in
Battin Hall, Cary Memorial Building, and the S electmen will reconvene in the S electmen's Meeting
Room after the jo int meeting if they were unable to complete all the items o n their agenda.
The next meeting of the Board o f Selec tmen is s ched uled fo r Wednes day, December 2, 2015, at
6:00 p .m. in the S electmen's Meeting R o o m, 1625 Massac hus etts Avenue.
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:
Executive Session-Exemption 6: Update on Pelham Road Property
PRESENTER:
Carl F. Valente, Town Manager
ITEM
NUMBER:
SUMMARY:
Sugges ted Motio n: Move that the Board go i nto Executive Session to consi der the purchase, exchange,
l ease or value of real property, 20 Pelham Road, and to reconvene in Open Sessi on. Further, that as
Chairm an, I decl are that an open m eeting m ay have a detrim ental effect on the negoti ating position of
the Tow n.
The Town Manager will p ro vide the Board with an up d ate o n nego tiatio ns and the p ro p erty appraisal.
SUGGESTED MOTION:
None
FOLLOW-UP:
DATE AND APPROXIMATE TIME ON AGENDA:
11/23/2015 6:00 PM
AGENDA ITEM SUM M ARY
LEXINGTON BOARD OF SELECTMEN MEETING
AGENDA ITEM TITLE:
Polling Location and Local Election Recommendations (10 min.)
PRESENTER:
Nathalie Rice, Town Clerk
ITEM
NUMBER:
I.1
SUMMARY:
Ms . Ric e, Town C lerk, will be at your meeting to p res ent revis ed rec o mmend ations for p o lling loc ations
SUGGESTED MOTION:
Mo tion to : a) reloc ate Prec inc t 5 fro m the Sc ho o l Adminis tratio n Building to the Cary Memorial Building; b )
relo cate Precinc t 2 fro m the Bo wman School to the S cho o l Adminis tratio n Build ing; and c) relo cate Precinc t 3
fro m the Clarke Mid d le S cho o l to the Lexingto n Community Center.
FOLLOW-UP:
Town Clerk's Offic e
DATE AND APPROXIMATE TIME ON AGENDA:
11/23/2015 6:30 PM
ATTACHMENTS:
Des crip tion Typ e
Memo with Recomendations for Polling Locations Cover Memo
Town of Lexington
Town Clerk’s Office
Nathalie L. Rice, Town Clerk Tel: (781) 698-4557
Fax: (781) 861-2754
1
TO: Joseph Pato, Chair, Board of Selectmen
FROM: Nathalie Rice, Town Clerk
DATE: November 19, 2015
RE: Revision to Memo of November 5, 2015 regarding 2016 Polling Locations
Upcoming Elections for 2016:
March 1, 2016 [Tuesday] Presidential Primary
March 1, 2016 [Tuesday] Annual Town Election
September 8, 2016 [Thursday] State Primary
November 8, 2016 [Tuesday] State Election
This memo to the Board of Selectmen represents a revision to the Town Clerk’s memo of
November 5, 2015 regarding the relocation of three polling locations in anticipation of the 2016
elections. In addition to addressing relocating polling locations, the Town Clerk also seeks to
reaffirm the Board’s vote of October 6, 2008 to designate the Lexington High School as an
alternate voting location in the event of an emergency. Therefore, the following
recommendations are now made:
Recommendation: That the Board of Selectmen vote to designate the following polling location
changes to be effective January 1, 2016:
(1) Relocate Precinct 4 from the Bridge School to the Cary Memorial Building,
1605 Massachusetts Avenue.
(2) Relocate Precinct 6 from the Diamond Middle School to the Cary Memorial
Building, 1605 Massachusetts Avenue.
(3) Relocate Precinct 3 from the Clarke Middle School to the Lexington Community
Center, 39 Marrett Road.
(4) Vote to designate the Lexington High School as an alternate voting location in the
event of emergency.
These recommendations align with the Town Clerk’s goals to reduce interruption at the schools,
insure safety and accessibility for all voters, reduce frequency of moving polling locations,
minimize parking and traffic issues, and consolidate polling locations.
As noted previously, flexibility will be needed in 2016 if school construction at the Maria
Hastings School warrants relocation of the Precinct 9 polling location.
2
The necessary notification of the relocation of Precincts 3, 4 and 6 polling locations will be
undertaken by the Town Clerk’s Office in coordination with the Selectmen, in conformance with
State statute.
Please let me know if I can be of further assistance to the Board regarding the recommendations
outlined above. I look forward to meeting with you at your meeting on November 23rd.
Thank you very much.
Nathalie Rice, Town Clerk
November 19, 2015
cc Carl Valente, Town Manager
Donna Hooper, CIO
AGENDA ITEM SUM M ARY
LEXINGTON BOARD OF SELECTMEN MEETING
AGENDA ITEM TITLE:
Special Town Meeting Warrant 1 - Board Positions (5 min.)
PRESENTER:
Jo e Pato
ITEM
NUMBER:
I.2
SUMMARY:
Attac hed is the tab le of artic les for the Sp ecial To wn Meeting #1 in c as e you are ab le to begin taking positions .
SUGGESTED MOTION:
FOLLOW-UP:
DATE AND APPROXIMATE TIME ON AGENDA:
11/23/2015 6:40 PM
ATTACHMENTS:
Des crip tion Typ e
Table for Article Pos itions Cover Memo
Special Town Meeting #1 Warrant Cover Memo
ARTICLE POSITIONS DECEMBER 2, 2015 SPECIAL TOWN MEETING #1 ARTICLE SPECIAL TOWN MEETING PRESENTATION JP PK NC MC SB AC CEC SC Article 2 Appropriate for School Facilities Capital Projects Article 3 Land Purchase and Improvements – 20 Pelham Road Article 4 Appropriate for Engineering Study – 20 Pelham Road
TOWN WARRANT
Town of Lexington
Special Town Meeting #1
Commonwealth of Massachusetts Middlesex, ss.
To any of the Constables of the Town of Lexington Greetings:
In the name of the Commonwealth of Massachusetts, you are hereby directed to notify the inhabitants of
the Town of Lexington qualified to vote in elections and in Town affairs to meet in the Margery Milne
Battin Hall in Cary Memorial Building, 1605 Massachusetts Avenue, in said Town on Monday,
November 2, 2015, at 7:30 p.m., at which time and place the following articles are to be acted upon and
determined exclusively by the Town Meeting Members in accordance with Chapter 215 of the Acts of
1929, as amended, and subject to the referendum provided for by Section eight of said Chapter, as
amended.
NOTE: There is a possibility that the Cary Memorial Building renovation project will not be
completed in time for Town Meeting to convene in the Margery Milne Battin Hall on November
2. If so, Town Meeting will be relocated to the Clarke Middle School Auditorium. Town Meeting
Members will be notified via the TMMA listserv and the Town’s website, prior to November 2, of
any relocation. Residents are asked to check the Town’s website to confirm the location of Town
Meeting. Signage will also be placed in front of the Cary Memorial Building if the relocation is
necessary.
ARTICLE 1 REPORTS OF TOWN BOARDS, OFFICERS, COMMITTEES
To receive the reports of any Board or Town Officer or of any Committee of the Town, or act in any other
manner in relation thereto.
(Inserted by the Board of Selectmen)
DESCRIPTION: This article remains open throughout the Special Town Meeting.
ARTICLE 2 APPROPRIATE FOR SCHOOL FACILITIES CAPITAL PROJECTS
To see if the Town will vote to appropriate a sum of money for: continuing the school facility master
planning study for specific capital projects for the Fiske, Hastings and Harrington Elementary Schools
and the Clarke and Diamond Middle Schools; design, engineering and architectural services for these
projects; and for the related remodeling, reconstruction or making extraordinary repairs to these or other
school facilities; for the construction of the buildings, including original equipment and landscaping,
paving and other site improvements incidental or directly related to such remodeling, reconstruction or
repair, determine whether the money shall be provided by the tax levy, by transfer from available funds,
by borrowing, or by any combination of these methods; determine if the Town will authorize the
Selectmen to apply for, accept, expend and borrow in anticipation of state aid for such capital
improvements; or act in any other manner in relation thereto.
(Inserted by the School Committee)
FUNDS REQUESTED: unknown at press time
DESCRIPTION: This article is to request funding for the studies, design and construction of
school facilities to address current and anticipated school enrollment.
ARTICLE 3 LAND PURCHASE AND IMPROVEMENTS - 20 PELHAM ROAD
To see if the Town will vote to authorize the Selectmen to purchase or otherwise acquire, or to take by
eminent domain for municipal or school purposes, any fee, easement, or other interest in all or any part of
land known as 20 Pelham Road and shown as lot 65A on Assessors’ Property Map 31, owned by the
Congregation of Armenian Sisters of the Immaculate Conception, Inc.; for design, engineering and
architectural services for plans and specifications and related costs; and to make access and site
improvements and to remodel, reconstruct and make extraordinary repairs to the existing school building on
such property; and to appropriate a sum of money therefor and determine whether the money shall be
provided by the tax levy, by transfer from available funds, or by borrowing, or by any combination of these
methods; or act in any other manner in relation thereto.
(Inserted by the Board of Selectmen)
FUNDS REQUESTED: unknown at press time
DESCRIPTION: This article requests funding to purchase the property at 20 Pelham Road for
municipal or school purposes and to make access and site improvements, remodel, reconstruct and
make extraordinary repairs to the existing school building on the property.
ARTICLE 4 APPROPRIATE FOR ENGINEERING STUDY – 20 PELHAM ROAD
To see if the Town will vote to raise and appropriate a sum of money for engineering studies and related
costs for access roads and sidewalks connecting Pelham Road, the property at 20 Pelham Road and the
Community Center at 39 Marrett Road and Marrett Road and any improvements that may be necessary to
Pelham Road to access 20 Pelham Road; determine whether the money shall be provided by the tax levy,
by transfer from available funds, by borrowing, or any combination of these methods; or act in any other
manner in relation thereto.
(Inserted by the Board of Selectmen)
FUNDS REQUESTED: unknown at press time
DESCRIPTION: Should Town Meeting approve the purchase of the 20 Pelham Road property, this
Article would fund the engineering study for roadways and sidewalks to connect this property to the
Community Center property, Marrett Road and Massachusetts Avenue.
And you are directed to serve this warrant not less than fourteen days at least before the time of said
meeting, as provided in the Bylaws of the Town.
Hereof fail not and make due return of this warrant, with your doings thereon, to the Town Clerk, on or
before the time of said meeting.
Given under our hands this 5th day of October 2015.
Joseph N. Pato Selectmen
Peter C.J. Kelley
Norman P. Cohen of
Suzanne E. Barry
Lexington
A true copy, Attest:
Richard W. Ham, Jr.
Constable of Lexington
AGENDA ITEM SUM M ARY
LEXINGTON BOARD OF SELECTMEN MEETING
AGENDA ITEM TITLE:
Update-Historic Preservation Restriction for Community Center Property (10 min.)
PRESENTER:
Carl F. Valente, Town Manager
ITEM
NUMBER:
I.3
SUMMARY:
The Lexington His to rical Soc iety has agreed to hold the His toric Pres ervation R es tric tion (HPR) fo r the
Community C enter property. The HPR is required bec ause this property was purchas ed us ing Co mmunity
Preservation Ac t funds . T he Town Manager and His to rical Soc iety, with the as s is tanc e of Town Counsel, have
b een working o n an HP R that is ac ceptab le to the To wn and HIs toric al Soc iety. T his d raft ad d res s es the
p revious sugges tio ns rais ed by the Bo ard of S elec tmen at its meeting o n Sep tember 21.
The Executive Committee o f the Histo rical S o c iety has ap p ro ved this draft. If ac ceptab le to the Bo ard of
Selec tmen, this d raft HP R will b e sent to the Mas s achusetts Histo rical Commis s io n (MHC) , whic h must als o
ap p ro ve it. Onc e MHC approval is received, it will then be s igned by the His toric al S o ciety and voted and
s igned by the Board o f S electmen.
SUGGESTED MOTION:
None at this time.
FOLLOW-UP:
If this d raft is ac c ep table to the Board o f Selec tmen, it will then b e sent to the Mas s achusetts Histo rical
Commission fo r its review and ap p ro val.
DATE AND APPROXIMATE TIME ON AGENDA:
11/23/2015 6:45 PM
ATTACHMENTS:
Des crip tion Typ e
Draft Historic Pres ervation Res triction Agreement for Community Center
Property
Backup Material
{A0297933.5 }
PRESERVATION RESTRICTION AGREEMENT
between
THE TOWN OF LEXINGTON
and
THE LEXINGTON HISTORICAL SOCIETY
THIS PRESERVATION RESTRICTION AGREEMENT (this “Restriction”) is made as
of this __ day of ____________, 2015, by and between the TOWN OF LEXINGTON, a
municipality of the Commonwealth of Massachusetts, acting by and through its Board of
Selectmen, having an address of 1625 Massachusetts Ave., Lexington, MA 02420 (the "Town"
or “Grantor”), and the Lexington Historical Society, a Massachusetts nonprofit corporation,
having an address of P.O. Box 514, Lexington, MA 02420 (“Grantee”).
WITNESSETH:
WHEREAS, Grantor is owner in fee simple of certain real property and the
improvements thereon located at 39 Marrett Road in the Town of Lexington, Middlesex County,
(hereinafter the “Premises”), shown as “Lot 2” on the plan entitled “Plan of Land in Lexington,
MA (Middlesex County)” prepared by Rober Survey, dated January 15, 2013 and recorded with
the Middlesex South District Registry of Deeds (the “Registry”) as Plan 426 of 2013, a copy of
which is attached hereto as Exhibit A and incorporated herein, being the same premises
conveyed to Grantor in a deed dated December 4, 2013 from the Trustees of the Supreme
Council of Scottish Rite and Freemasonry for the Northern Masonic Jurisdiction of the United
States of America, to Grantor recorded with the Registry in Book 63021, Page 356 (the “Deed”).
WHEREAS, the Premises includes (i) a building originally constructed in 1901 that was
formerly used as a residence comprising approximately 4,600 square feet (the “Historic
Residence”), (ii) which was expanded by approximately 26,000 square feet in 2000 (the
“Administration Building”), and (iii) a carriage house (the “Carriage House”). The Carriage
House, the Historic Residence and the Administration Building shall collectively be referred to
herein as the “Buildings.” The Premises also includes approximately 10.3 acres of land.
{A0297933.5 } 2
WHEREAS, the Premises are architecturally, historically and culturally significant
properties meriting the protections of a perpetual preservation restriction under M.G.L. c. 184,
§§ 31, 32 and 33.
WHEREAS, the Premises’ preservation values are documented in a series of reports,
drawings and photographs (hereinafter, the “Baseline Documentation”) incorporated herein by
reference, which Baseline Documentation the parties agree provides an accurate representation
of the Premises as of the date of this Preservation Restriction.
WHEREAS, the Baseline Documentation consists of the following:
A) The legal description of the Premises attached hereto and incorporated
herein as Exhibit B;
B) Lexington Assessor’s map showing the Premises attached hereto and
incorporated herein as Exhibit C;
C) Photographs of the Premises showing the condition of the Buildings and
land as of the date hereof.
All of the foregoing Baseline Documentation is on file with the Facilities Department of
the Town.
WHEREAS, the Grantee is interested in the preservation and conservation of sites,
buildings, and objects of local, state and national significance in the Town of Lexington and is
authorized to accept and hold preservation restrictions as defined under M.G.L. c. 184, § 31.
WHEREAS, as a condition to the grant of Community Preservation Funds for the
acquisition of the Premises, Grantor is required to place a preservation restriction on the
Premises, and Grantor wishes to grant the same to Grantee.
NOW, THEREFORE, in consideration of the foregoing, and for good and valuable
consideration, the receipt and sufficiency of which are hereby acknowledged, Grantor does
hereby irrevocably grant and convey unto Grantee this Restriction, which shall apply in
perpetuity to the Premises subject to the terms hereof.
1. Purpose. It is the purpose of this Restriction to protect the public investment in the
restoration and rehabilitation of the historically significant Premises by ensuring that the
architectural, historic, and cultural features of the Premises will be retained and maintained
forever substantially in their current condition for preservation purposes, subject to the
construction of improvements, as provided in Section 3 herein, and to prevent any use or change
to the Premises that will materially impair or interfere with the Premises’ preservation values,
subject to the construction of improvements, as provided in Section 3 herein.
2. Grantor's Covenant to Maintain. Grantor agrees at all times to maintain the
exterior of the Buildings in at least the same structural condition and state of repair as that
existing on the date of this Restriction, subject to improvements, as provided in Section 3 herein,
{A0297933.5 } 3
and in accordance with applicable local, state and federal laws, rules, bylaws and regulations
(collectively, “Legal Requirements”), and in accordance with The Secretary of the Interior's
Standards for Rehabilitation (36 C.F.R. 68.3), as they may be amended from time to time (the
“Secretary’s Standards”). Grantee does not assume any obligation for maintaining, repairing or
administering the Premises and/or the Buildings.
3. Maintenance, Improvements and Alterations.
3.1 Grantor shall be entitled to the following rights, uses and activities on,
over, or under the Premises without approval from Grantee, provided, however that they
are performed in a manner that results in the least amount of adverse impact on the
architectural, archeological or historic characteristics of the Buildings or Premises. If
there shall be any question or doubt with respect to such impact, Grantee shall make such
determination within five (5) business days after notification by Grantor:
(a) the right to engage in all those activities and uses that are permitted
by all applicable laws, codes and regulations and are not otherwise inconsistent with the
terms and provisions of this Restriction;
(b) the right to make changes of any kind to the interior or exterior of
the Administration Building that do not affect the structural integrity of the
Administration Building or affect the characteristics that contribute to the architectural,
archeological or historical integrity of the Carriage House or the Historic Residence;
(c) the right to maintain and repair the Buildings and Premises in
accordance with the Secretary's Standards; and
(d) the right to conduct landscaping of the Premises.
3.2 Grantor shall be entitled to the following rights, uses and activities on,
over or under the Premises, provided, however, that Grantee is consulted for input as to
design and location, as applicable, which input must be consistent with the Secretary’s
Standards:
(a) the right to demolish or relocate the brick wall constructed at the
rear of the Administration Building along the southerly side of the Premises;
(b) the right to remove the interior doors within the Historic
Residence, provided that Grantor preserves the doors;
(c) the right to install or upgrade heating, air-conditioning, electrical
and plumbing systems, and security cameras serving the Administration Building and
Carriage House, which may result in exterior appearance changes;
(d) the right to construct additions and related appurtenances on the
western and/or southern portions of the Administration Building that will be used as a
function room, gymnasium, multi-purpose room and/or greenhouse, which additions and
{A0297933.5 } 4
appurtenances will be compatible with the existing size and appearance of the
Administration Building;
(e) the right to construct and install all necessary improvements and
structures (as such term is defined in the Massachusetts Building Code) to bring the
Administration Building and the Carriage House into compliance with the Americans
with Disabilities Act, 42 U.S.C. § 12101, et seq., and any state and local accessibility and
zoning laws, codes, ordinances and rules;
(f) the right to construct additional access roads, parking areas and
sidewalks with related appurtenances to access the Administration Building and Carriage
House running from Pelham Road, the property at 20 Pelham Road or Marrett Road, or,
subject to Grantee’s approval, which may not be unreasonably withheld, conditioned, or
delayed, the property at 20 Pelham Road through a portion of the brick and fieldstone
wall along Marrett Road and along the Premises; [attach plan]
(g) the right to install solar panels on the roofs of the Buildings,
provided that they do not negatively impact the public view of the Buildings;
(h) the right to install exterior signage identifying such things as
parking and building names on the Premises;
(i) the right to install permanent artwork on the premises;
(j) the right to move the Carriage House to another location on the
Premises near the Administration Building, provided that the Grantor uses its best efforts
to retain the horse stalls in the basement of the Carriage House; and
(k) the right to construct a playground, provided it does not negatively
impact the architectural, archeological or historic characteristics of the Historic
Residence or Carriage House.
3.3 Grantor shall be prohibited from making any other alteration or
improvement of the Premises not otherwise expressly provided for in Sections 3.1 or 3.2,
including demolition or moving of the Buildings and construction of new buildings,
roadways or sidewalks, other than as specified in Section 3.2(f), on the Premises, unless
(a) Grantee determines in its reasonable discretion that such alteration or improvement
will not impair the characteristics that contribute to the architectural, archeological or
historical integrity of the exterior of the Buildings or Premises or interior of the Historic
Residence and Carriage House after reviewing plans and specifications submitted by
Grantor or (b) required by casualty or other emergency promptly reported to Grantee in
accordance with Section 6. This Agreement shall not be construed to prohibit possible
future buildings on the Premises, but the siting, construction and maintenance of such
buildings shall be subject to the terms hereof.
4. Standards for Review. The Grantee shall apply the Secretary's Standards
whenever exercising any authority, right or privilege created by this Restriction. If the
Secretary’s Standards are revoked, then the most recent version of the Secretary’s Standards
{A0297933.5 } 5
shall apply to this Restriction as if such version had not been revoked unless the revoked
Secretary’s Standards are replaced by successor guidelines or standards, in which event such
successor guidelines or standards shall apply.
5. Notice and Approval. Wherever approval by the Grantee is required under this
Restriction, Grantor shall request specific approval by the Grantee not less than thirty (30) days
prior to the date Grantor intends to undertake the activity in question. The notice shall describe
the nature, scope, design, location, timetable and any other material aspect of the proposed
activity in sufficient detail to permit the Grantee to make an informed judgment as to its
consistency with the purposes of this Restriction. Within thirty (30) days of receipt of Grantor’s
reasonably sufficient request for said approval, the Grantee shall, in writing, grant or withhold its
approval or request additional information relevant to the request and necessary to provide a
basis for its decision. The Grantee’s approval shall not be unreasonably withheld and shall take
into account the financial impact on the Town and shall not result in the Town violating any
legal requirements, and shall be granted upon a reasonable showing that the proposed activity
shall not materially impair the purposes of this Restriction. Failure of the Grantee to make a
decision within thirty (30) days from receipt of Grantor’s notice shall constitute approval of the
request as submitted.
6. Notice for Consultation. Wherever consultation with the Grantee is required
under this Restriction, Grantor shall request consultation with the Grantee and provide
conceptual plans in connection with said request. Within thirty (30) days of receipt of Grantor’s
request for consultation, Grantee must acknowledge receipt of notice and confirm with Grantor
that it desires to be consulted. Within sixty (60) days of receipt of Grantor’s request for said
consultation, the Grantee shall complete the process of consultation, unless said period is
extended upon mutual agreement in writing by Grantor and the Grantee. “Consultation” as used
herein shall mean the seeking of advice, information and opinion, including formal discussion
and collaboration.
7. Casualty Damage or Destruction. In the event that the Buildings or any part
thereof shall be damaged or destroyed by fire or other casualty, Grantor shall promptly notify the
Grantee in writing (but in no event later than seven (7) days after such casualty), such
notification including what, if any, emergency work has been completed. Within ninety (90)
days of the date of damage or destruction, Grantor, at Grantor's expense, shall obtain a written
report prepared by a qualified restoration architect or an engineer or other qualified construction
professional with experience in the restoration of historic buildings, which report shall include
the following and which shall be delivered to Grantee:
(a) an assessment of the nature and extent of the damage to the exterior and interior
of the Buildings;
(b) a determination of the feasibility of the repair and restoration of the exterior of the
Buildings (or the damaged or destroyed exterior portions thereof); and
(c) a detailed description of the repair and restoration work necessary to return the
exterior of the Buildings to the condition existing at the date of this Restriction.
{A0297933.5 } 6
If, after reviewing the report, Grantor determines that it is economically feasible for
Grantor to repair or restore the Buildings to the condition that it is in on the date of this
Restriction, Grantor shall do so in accordance with the terms of this Restriction. Grantor shall
submit to the Grantee plans and specifications for the repair or restoration of the Buildings along
with a construction schedule for such repair and restoration work. The Grantee shall have sixty
(60) days to review such plans, specifications and schedule, and the parties shall proceed under
this Restriction. If the Grantor determines, in its sole and absolute discretion, by written notice
to Grantee, that it is not economically feasible to repair or reconstruct the Buildings or that the
purpose of this Restriction would not be served by such repair or restoration, Grantor may alter,
demolish, remove or raze the Building or construct new improvements on the Premises all in
accordance with all applicable laws and regulations. In such event, Grantor and Grantee may
agree to extinguish this Restriction in accordance with applicable laws.
8. Condemnation of the Premises. If the Buildings, or any substantial portion
thereof, shall be made the subject of a procedure threatening a taking through eminent domain,
or if Grantor shall receive notice from a governmental authority of the intent to institute such
proceeding, Grantee shall immediately be given notice thereof by Grantor. Grantee shall have
the right to enter its name as an additional party in eminent domain proceedings, pursuant to
Massachusetts General Laws, Chapter 79, Section 5A, but shall not have the right to any
monetary award which would diminish the award to be made to Grantor resulting from such
taking. In the event of such taking, after Grantor has removed any items from the Building that it
wishes to retain, Grantee shall have the right to enter the Buildings (or the portion thereof subject
to such taking) for the purchase of choosing and removing for posterity any protected features, or
portions thereof, together with the materials in which such features are set, that Grantee desires
to salvage, prior to the effective date of such taking.
9. Insurance. Grantor shall keep the Buildings insured by an insurance company
rated "A" or better by A.M. Best for the full replacement value against loss from the perils
commonly insured under standard fire and extended coverage policies and comprehensive
general liability insurance against claims for personal injury, death and property damage.
Property damage insurance shall include change in condition and building ordinance coverage, in
form and amount sufficient to fully replace the damaged Buildings without cost or expense to
Grantor or contribution or coinsurance from Grantor except for a standard deductible. Grantor
shall deliver to Grantee upon the execution and recording hereof certificates of such insurance
coverage.
10. Archeological Activities. The conduct of archaeological activities on the
Premises, including without limitation, survey, excavation and artifact retrieval, may occur only
following the submission of an archaeological field investigation plan prepared by Grantor and
approved in writing by the State Archaeologist of the Massachusetts Historical Commission
(M.G.L. Ch. 9, Section 27C, 950 CMR 70.00).
11. Written Notice. Any notice which either Grantor or the Grantee may desire to
give or be required to give to the other party shall be in writing and shall be delivered by
overnight courier postage prepaid, registered or certified mail with return receipt requested, or
hand delivery as follows:
{A0297933.5 } 7
If to Grantor: Town Manager
Town of Lexington
1625 Massachusetts Ave.
Lexington, MA 02420
If to Grantee: Executive Director
Lexington Historical Society
P.O. Box 514
Lexington, MA 02420
Each party may change its address set forth herein by written notice to the other party given
pursuant to this section.
12. Inspection. Grantor agrees that the Grantee may inspect the Premises from time
to time upon reasonable notice to determine whether Grantor is in compliance with the terms of
this Restriction. [Annually] and at the expense of the Grantor, Grantee shall prepare a report with
photos demonstrating whether the Grantor has complied with this Agreement, and said report
shall be submitted to the Board of Selectmen of the Town of Lexington and to the Massachusetts
Historical Commission (“MHC”), if applicable . The report shall be prepared by a qualified
preservation professional. Grantee shall promptly provide an invoice to Grantor of all reasonable
costs and expenses associated with Grantee’s annual inspection and report, and Grantor shall be
responsible for reimbursement to Grantee of said costs. In connection with said reimbursement,
Grantor has established an account to fund such costs pursuant to a separate agreement between
Grantor and Grantee.
13. Remedies. Grantee may, following sixty (60) days prior written notice to
Grantor, institute suits to enjoin any violation of the terms of this Restriction by ex parte,
temporary, preliminary or permanent injunction. Grantee shall also have available all legal and
other equitable remedies to enforce Grantor’s obligations hereunder.
14. Runs with the Land. This Restriction and all of the covenants, agreements and
restrictions contained herein shall be deemed to be a preservation restriction as that term is
defined in M.G.L. c. 184, § 31 and as that term is used in M.G.L. c. 184, §§ 26, 31, 32 and 33.
Grantee shall fully cooperate with the Grantor in its efforts to obtain any government approvals
necessary for the perpetual enforcement of this Restriction, including but not limited to the
approval of the Commissioner of the MHC as provided under M.G.L. c. 184, § 32. In the event
that this Restriction in its current form is not acceptable to MHC for purposes of said approval,
Grantee shall cooperate with the Grantor in making any and all modifications that are necessary
to obtain said approval. The term of this Restriction shall be perpetual, subject to the provisions
of Sections 7, 8 and 16. To the extent required by applicable law, the Grantor is authorized to
record or file any notices or instruments appropriate to assure the perpetual enforceability of this
Restriction.
15. Assignment. The Grantee may, with prior written consent from Grantor, which
consent may not be unreasonably withheld, convey, assign or transfer this Restriction to a unit of
{A0297933.5 } 8
federal, state or local government, or to a charitable corporation or trust qualified under M.G. L.
Chapter 184, § 32, whose purposes include preservation of buildings or sites of historical
significance, provided that any such conveyance, assignment or transfer requires that the purpose
for which the Restriction was granted will continue to be carried out.
16. Extinguishment. Grantor and Grantee hereby acknowledge that there are certain
circumstances that may warrant extinguishment of the Restriction. Such circumstances may
include, but are not limited to, partial or total destruction of the Buildings resulting from
casualty. Such an extinguishment must meet all of the requirements of M.G.L. c. 184, sections
31, 32 and 33 for extinguishment.
17. Authority. Each signatory to this Restriction represents that he or she is duly
authorized to execute this Restriction on behalf of the party or parties he or she represents and
that he or she has obtained all approvals and consents, if any, necessary to take said actions.
18. Recording. Grantor shall do and perform at its own cost all acts necessary for the
prompt recording of this Restriction in the Registry.
19. Amendment. This Restriction may only be amended by mutual agreement of the
parties in a written instrument recorded in the Registry; provided, however, that no such
amendment shall affect the duration of this Agreement or the priority hereof for title purposes or
adversely impact the overall architectural, cultural and historic values protected by this
Agreement
20. Entire Agreement. This Restriction reflects the entire agreement between the
parties. Any prior or simultaneous correspondence, understandings, agreements, and
representations are null and void upon execution hereof, unless set out in this Restriction.
21. Governing Law. This Restriction shall be governed by and construed in
accordance with the laws of the Commonwealth of Massachusetts.
22. Invalidity of Particular Provisions. If any term or provision of this Restriction, or
the application thereof to any person or circumstance shall, to any extent, be invalid or
unenforceable, the remainder of this Restriction, or the application of such term or provision to
persons or circumstances other than those as to which it is held invalid or unenforceable, shall
not be affected thereby, and each term and provision of this Restriction shall be valid and be
enforceable to the fullest extent permitted by law.
23. Counterparts. This Restriction may be executed in several counterparts and by
each party on a separate counterpart, each of which when so executed and delivered shall be an
original, but all of which together shall constitute one instrument.
[Remainder of page intentionally left blank]
{A0297933.5 } 9
EXECUTED under seal as of the date first written above.
GRANTOR: TOWN OF LEXINGTON
BOARD OF SELECTMEN
_____________________________
Joseph Pato, Chairman
_________________________
Peter C. J. Kelley
_________________________
Norman P. Cohen
_________________________
Michelle Ciccolo
_________________________
Suzanne Barry
GRANTEE: LEXINGTON HISTORICAL SOCIETY
By:_______________________________
Name:
Its:
{A0297933.5 } 10
COMMONWEALTH OF MASSACHUSETTS
COUNTY OF __________________________
On this ____ day of ______, 2015, before me, the undersigned notary public, personally
appeared ________________________________________________________________,
Members of the Board of Selectmen for the Town of Lexington, proved to me through
satisfactory evidence of identification, which was ___________________________, to be the
person whose name is signed on the preceding or attached document and acknowledged to me
that he signed it voluntarily for its stated purpose.
____________________________________
Notary Public:
COMMONWEALTH OF MASSACHUSETTS
COUNTY OF __________________________
On this ____ day of ______, 2015, before me, the undersigned notary public, personally
appeared ________________________________________________________________, of the
Lexington Historical Society, proved to me through satisfactory evidence of identification, which
was ___________________________, to be the person whose name is signed on the preceding
or attached document and acknowledged to me that he/she signed it voluntarily for its stated
purpose.
____________________________________
Notary Public:
{A0297933.5 } 11
APPROVAL BY THE MASSACHUSETTS HISTORICAL COMMISSION
The undersigned hereby certifies that the foregoing preservation restrictions have been
approved pursuant to M.G.L. Chapter 184, Section 32.
MASSACHUSETTS HISTORICAL COMMISSION
By:___________________________
Name: Brona Simon
Title: Executive Director and Clerk
COMMONWEALTH OF MASSACHUSETTS
COUNTY OF __________________________
On this ____ day of ______, 2015, before me, the undersigned notary public, personally
appeared Brona Simon, proved to me through satisfactory evidence of identification, which was
_____________________________________, to be the person whose name is signed on the
preceding or attached document and acknowledged to me that she signed it voluntarily for its
stated purpose, as Executive Director and Clerk of the Massachusetts Historical Commission.
____________________________________
Notary Public:
{A0297933.5 }
Exhibit A
Plan
(to be attached)
{A0297933.5 }
Exhibit B
Legal Description
The land with any improvements therein shown as “Lot 2” (comprising ‘Lot B1’ and ‘Lot A2’)
on a plan entitled “Plan of Land in Lexington, MA”, dated January 15, 2013, prepared by Rober
Survey, and recorded with the Middlesex South Registry of Deeds on June 19, 2013 as Plan
Number 426 of 2013.
{A0297933.5 }
Exhibit C
Lexington Assessor’s Map
AGENDA ITEM SUM M ARY
LEXINGTON BOARD OF SELECTMEN MEETING
AGENDA ITEM TITLE:
Town Manager's Appointment to Recreation Committee (3 min.)
PRESENTER:
Carl F. Valente, Town Manager
ITEM
NUMBER:
I.4
SUMMARY:
The Town Manager recommend s the acc eptanc e of the To wn Manager's appointment o f Jas o n Deno nc ourt to
the Recreation C o mmittee. Mr. Deno nc o urt is filling the seat previo usly held b y Wendy Rudner.
SUGGESTED MOTION:
Mo ve to acc ept the Town Managers appointment of Jason Denoncourt to the Rec reation Co mmittee.
FOLLOW-UP:
Town Manager's Office will s end an ap p o intment letter.
DATE AND APPROXIMATE TIME ON AGENDA:
11/23/2015 6:55 PM
ATTACHMENTS:
Des crip tion Typ e
Jas on Denoncourt Application Backup Material
AGENDA ITEM SUM M ARY
LEXINGTON BOARD OF SELECTMEN MEETING
AGENDA ITEM TITLE:
Selectmen Appointment - Town Report Committee (2 min.)
PRESENTER:
Jo e Pato
ITEM
NUMBER:
I.5
SUMMARY:
The Town Rep o rt Committee has req uested that Elaine Ashton be ap p o inted
SUGGESTED MOTION:
Mo tion to app o int Elaine As hto n to the To wn Report Co mmittee for a term to expire Septemb er 30, 2016.
FOLLOW-UP:
Selec tmen's O ffic e
DATE AND APPROXIMATE TIME ON AGENDA:
11/23/2015 6:58 PM
ATTACHMENTS:
Des crip tion Typ e
Elaine Ashton Committee Application Backup Material
AGENDA ITEM SUM M ARY
LEXINGTON BOARD OF SELECTMEN MEETING
AGENDA ITEM TITLE:
Tax Classification Hearing (25 min.)
PRESENTER:
Ro b Addelso n
ITEM
NUMBER:
I.6
SUMMARY:
On Novemb er 16, 2015, the Board o f Assessors p res ented informatio n to the Board o f S electmen o n fac tors
that will affec t the determination o f the F is c al Year 2016 tax rate. This was the first of three meetings on s etting
the rate.
This agenda item is for the p urpos e o f ho ld ing a tax classific ation hearing to cons id er tax rate setting optio ns
available under p ro p erty tax c las s ificatio n and to take pub lic comment on c las s ificatio n. The attac hed F is c al
Year 2016 Tax C las s ificatio n Pac ket includ es a pres entatio n o f these o p tions .
Please note changes to Exhibits A and D, whic h were includ ed in your November 16 th agenda p acket. In
Exhibit A, the amount o f the “Deb t Exclus ion Inc rement” s hown in that portio n of the Exhib it titled “Fac tors
Affec ting Determination of FY2016 Levy Limit” has b een revised downward from $984,536 to $901,365.
Cons eq uently, the amount of the Maximum Allo wable Levy Limit has b een red uc ed b y the s ame amo unt, the
tax rates in the shift table have fallen by $0.01 to $0.02 d ep ending o n the shift fac to r, and the “% Levy Change:
FY15 to F Y16” fo r C-I-P and Res idential has fallen as well by 0.05%. In Exhib it D, F Y15 and FY16 indus trial
values were sho wn as net o f ass es s ed values that are exemp t from taxatio n due to existing tax inc rement
financing agreements. For the p urpose o f this exhib it whic h is to highlight the changes in market value of
p ro p erties net o f the imp acts of new growth, thes e values sho uld have b een s hown as gros s indus trial values .
They have been revis ed ac cordingly in the pac ket attac hed with the p rimary res ult b eing the change in
p ercentages fo r c ertain c las s es of p ro p erties in rows 8 to 11.
It is p ro p o s ed that the Board set an FY2016 tax rate at its meeting of December 2nd. At that time, the Board
must take four vo tes which are d es c rib ed in the memo randum fro m the Bo ard of As s es s ors to the Board of
Selec tmen inc luded in the attac hed Fisc al Year 2016 Tax Clas s ificatio n Pac ket . The vo tes are to :
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
SUGGESTED MOTION:
FOLLOW-UP:
DATE AND APPROXIMATE TIME ON AGENDA:
11/23/2015 7:00 PM
ATTACHMENTS:
Des crip tion Typ e
Tax Classification Packet Pres entation
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
Tax Classification Hearing
November 23, 2015
1
MEMO
To: Lexington Board of Selectmen
From: Lexington Board of Assessors
Subject: FY2016 Tax Classification Process
Date: November 23, 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 $162,990,731 4.68%$0 0.00%
$155,635,871 $162,990,731 4.73%$3,707,168 2.38%
$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%901,365 0.58%
$14.86 T.B.D.T.B.D.$162,990,731 4.68%
$29.10 T.B.D.T.B.D.
C-I-P RESID C-I-P RES C-I-P RESID C-I-P RESID C-I-P RESID COMMENTS
1.000 1.000 11.80%88.20%19,236,427$ 143,754,303$ $16.22 $16.22 -43.13%18.01%SINGLE TAX
RATE
1.050 0.993 12.39%87.61%20,198,248$ 142,792,482$ $17.03 $16.11 -40.29%17.22%
1.100 0.987 12.98%87.02%21,160,070$ 141,830,661$ $17.84 $16.00 -37.44%16.43%
1.150 0.980 13.57%86.43%22,121,891$ 140,868,839$ $18.65 $15.89 -34.60%15.65%
1.200 0.973 14.16%85.84%23,083,713$ 139,907,018$ $19.46 $15.79 -31.75%14.86%
1.250 0.967 14.75%85.25%24,045,534$ 138,945,197$ $20.28 $15.68 -28.91%14.07%
1.300 0.960 15.34%84.66%25,007,355$ 137,983,375$ $21.09 $15.57 -26.07%13.28%
1.350 0.953 15.93%84.07%25,969,177$ 137,021,554$ $21.90 $15.46 -23.22%12.49%
1.400 0.946 16.52%83.48%26,930,998$ 136,059,733$ $22.71 $15.35 -20.38%11.70%
1.450 0.940 17.11%82.89%27,892,819$ 135,097,911$ $23.52 $15.24 -17.54%10.91%
1.500 0.933 17.70%82.30%28,854,641$ 134,136,090$ $24.33 $15.14 -14.69%10.12%
1.550 0.926 18.29%81.71%29,816,462$ 133,174,269$ $25.14 $15.03 -11.85%9.33%
1.560 0.925 18.41%81.59%30,008,826$ 132,981,904$ $25.30 $15.00 -11.28%9.17%
1.570 0.924 18.53%81.47%30,201,191$ 132,789,540$ $25.47 $14.98 -10.71%9.01%
1.580 0.922 18.65%81.35%30,393,555$ 132,597,176$ $25.63 $14.96 -10.14%8.85%
1.590 0.921 18.77%81.23%30,585,919$ 132,404,811$ $25.79 $14.94 -9.58%8.70%
1.600 0.920 18.88%81.12%30,778,283$ 132,212,447$ $25.95 $14.92 -9.01%8.54%
1.610 0.918 19.00%81.00%30,970,648$ 132,020,083$ $26.11 $14.90 -8.44%8.38%
1.620 0.917 19.12%80.88%31,163,012$ 131,827,719$ $26.28 $14.87 -7.87%8.22%
1.630 0.916 19.24%80.76%31,355,376$ 131,635,354$ $26.44 $14.85 -7.30%8.07%
1.640 0.914 19.36%80.64%31,547,740$ 131,442,990$ $26.60 $14.83 -6.73%7.91%
1.650 0.913 19.47%80.53%31,740,105$ 131,250,626$ $26.76 $14.81 -6.16%7.75%
1.660 0.912 19.59%80.41%31,932,469$ 131,058,262$ $26.93 $14.79 -5.59%7.59%
1.670 0.910 19.71%80.29%32,124,833$ 130,865,897$ $27.09 $14.77 -5.03%7.43%
1.680 0.909 19.83%80.17%32,317,198$ 130,673,533$ $27.25 $14.74 -4.46%7.28%
1.690 0.908 19.95%80.05%32,509,562$ 130,481,169$ $27.41 $14.72 -3.89%7.12%
1.700 0.906 20.06%79.94%32,701,926$ 130,288,804$ $27.57 $14.70 -3.32%6.96%
1.710 0.905 20.18%79.82%32,894,290$ 130,096,440$ $27.74 $14.68 -2.75%6.80%
1.720 0.904 20.30%79.70%33,086,655$ 129,904,076$ $27.90 $14.66 -2.18%6.64%
1.730 0.902 20.42%79.58%33,279,019$ 129,711,712$ $28.06 $14.64 -1.61%6.49%
1.740 0.901 20.54%79.46%33,471,383$ 129,519,347$ $28.22 $14.61 -1.04%6.33%
1.750 0.900 20.65%79.35%33,663,747$ 129,326,983$ $28.39 $14.59 -0.48%6.17%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
PERCENT
INCREASE
TAXES
CIP
FACTOR
TOTAL (Taxable RE &
PP)
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 $10,048,547,685
* All values are inclusive of new growth
EXHIBIT C: HISTORY OF AVERAGE SINGLE FAMILY DWELLING AND TAX
BURDEN - FY1992 TO PRESENT
5
(a)(b)( c )(d)(e)(f)(g)
Residential ( R )Commercial ( C )Industrial (I)
Commercial +
Industrial
Combined
Personal
Property (P)C-I-P Subtotal Total Assessed
(1)FY 15 Assessed Value $8,197,256,180 $662,842,420 $363,393,000 $1,026,235,420 $180,027,950 $1,206,263,370 $9,403,519,550
(2)FY 16 Assessed Value $8,862,601,990 $664,672,810 $374,684,000 $1,039,356,810 $184,381,060 $1,223,737,870 $10,086,339,860
(3)$ increase $665,345,810 $1,830,390 $11,291,000 $13,121,390 $4,353,110 $17,474,500 $682,820,310
(4)% increase 8.12%0.28%3.11%1.28%2.42%1.45%7.26%
(5)FY 16 New Growth $115,275,000 $619,000 $6,784,501 $7,403,501 $25,556,850 $32,960,351 $148,235,351
(6)FY 16 Assessed
Value less New
$8,747,326,990 $664,053,810 $367,899,499 $1,031,953,309 $158,824,210 $1,190,777,519 $9,938,104,509
(7)$ incr./decr. vs. FY 15 $550,070,810 $1,211,390 $4,506,499 $5,717,889 ($21,203,740)($15,485,851)$534,584,959
(8)% incr./decr. vs. FY 15 6.71%0.18%1.24%0.56%-11.78%-1.28%5.68%
(9)FY 15 share of total
value
87.17%7.05%3.86%10.91%1.91%12.83%
(10)FY 16 share of total
value w/o growth
88.02%6.68%3.70%10.38%1.60%11.98%
(11)Change 0.85%-0.37%-0.16%-0.53%-0.32%-0.85%
EXHIBIT D: ASSESSED VALUES BY CLASS: FY2015 TO FY2016 (as approved by the Department
of Revenue)
Note: Industrial value is gross assessed value and includes that portion of value that is not taxable due to TIF agreements.
6
RESIDENTIAL
SINGLE FAMILY DWELLING (# props = 9,025)Single Resid Net of New Growth >>>
(Does not include condos, apts, 2-3 family, etc)FY 2015 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016
Avg. SFD Assmt. in FY16 (pend'g DOR approval)$820,366 $875,195 $875,195 $875,195 $875,195 $875,195 $875,195 $875,195 $875,195 $875,195 $875,195 $875,195
Tax Burden Shift Factor 1.75 1.65 1.66 1.67 1.68 1.69 1.70 1.71 1.72 1.73 1.74 1.75
Tax Rate (per $1K of Ass'd value)$14.86 $14.81 $14.79 $14.77 $14.74 $14.72 $14.70 $14.68 $14.66 $14.64 $14.61 $14.59
Avg. Tax Bill (based on Avg. Ass'd Value)$12,191 $12,961 $12,942 $12,923 $12,904 $12,885 $12,866 $12,847 $12,828 $12,809 $12,790 $12,771
$ Tax differential between FY15-FY16 Not applicable $770 $751 $732 $713 $694 $675 $656 $637 $618 $599 $580
% Tax differential between FY15-FY16 Not applicable 6.32%6.16%6.01%5.85%5.69%5.54%5.38%5.23%5.07%4.92%4.76%
COMMERCIAL
LARGE OFFICE BLDG (# props = 22)Large Office Net of New Growth >>>
(Office (non-Lab/non-Med); and > 30,000 sqft GBA)FY 2015 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016
FY 16 Assmt.@ ~ $141/sf for Avg. Prop. $13,374,864 $13,544,091 $13,544,091 $13,544,091 $13,544,091 $13,544,091 $13,544,091 $13,544,091 $13,544,091 $13,544,091 $13,544,091 $13,544,091
Tax Burden Shift Factor 1.75 1.65 1.66 1.67 1.68 1.69 1.70 1.71 1.72 1.73 1.74 1.75
Tax Rate (per $1K of Ass'd value)$29.10 $26.76 $26.93 $27.09 $27.25 $27.41 $27.57 $27.74 $27.90 $28.06 $28.22 $28.39
Avg. Tax Bill (based on Avg. Ass'd Value)$389,209 $362,488 $364,685 $366,882 $369,079 $371,275 $373,472 $375,669 $377,866 $380,063 $382,260 $384,457
$ Tax differential between FY15-FY16 Not applicable -$26,721 -$24,524 -$22,327 -$20,130 -$17,933 -$15,736 -$13,539 -$11,342 -$9,146 -$6,949 -$4,752
% Tax differential between FY15-FY16 Not applicable -6.87%-6.30%-5.74%-5.17%-4.61%-4.04%-3.48%-2.91%-2.35%-1.79%-1.22%
MEDIUM OFFICE BLDG (# props = 8)Medium Office Net of New Growth >>>
(Office (non-Lab/Med) 10,000>, <30,000 sqft GBA)FY 2015 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016
FY 16 Assmt.@ ~ $135/sf for Avg. Prop. $1,907,375 $1,947,000 $1,947,000 $1,947,000 $1,947,000 $1,947,000 $1,947,000 $1,947,000 $1,947,000 $1,947,000 $1,947,000 $1,947,000
Tax Burden Shift Factor 1.75 1.65 1.66 1.67 1.68 1.69 1.70 1.71 1.72 1.73 1.74 1.75
Tax Rate (per $1K of Ass'd value)$29.10 $26.76 $26.93 $27.09 $27.25 $27.41 $27.57 $27.74 $27.90 $28.06 $28.22 $28.39
Avg. Tax Bill (based on Avg. Ass'd Value)$55,505 $52,109 $52,424 $52,740 $53,056 $53,372 $53,688 $54,003 $54,319 $54,635 $54,951 $55,267
$ Tax differential between FY15-FY16 Not applicable -$3,396 -$3,080 -$2,764 -$2,449 -$2,133 -$1,817 -$1,501 -$1,185 -$870 -$554 -$238
% Tax differential between FY15-FY16 Not applicable -6.12%-5.55%-4.98%-4.41%-3.84%-3.27%-2.70%-2.14%-1.57%-1.00%-0.43%
TOWN-WIDE RETAIL (# props = 78)All Town Retail Net of New Growth >>>
(Retail, Eateries, Banks, w/ or w/o offices upstairs)FY 2015 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016
FY 16 Assmt.@ ~ $196/sf for Avg. Prop. $1,534,205 $1,560,897 $1,560,897 $1,560,897 $1,560,897 $1,560,897 $1,560,897 $1,560,897 $1,560,897 $1,560,897 $1,560,897 $1,560,897
Tax Burden Shift Factor 1.75 1.65 1.66 1.67 1.68 1.69 1.70 1.71 1.72 1.73 1.74 1.75
Tax Rate (per $1K of Ass'd value)$29.10 $26.76 $26.93 $27.09 $27.25 $27.41 $27.57 $27.74 $27.90 $28.06 $28.22 $28.39
Avg. Tax Bill (based on Avg. Ass'd Value)$44,645 $41,775 $42,028 $42,282 $42,535 $42,788 $43,041 $43,294 $43,547 $43,801 $44,054 $44,307
$ Tax differential between FY15-FY16 Not applicable -$2,870 -$2,617 -$2,364 -$2,111 -$1,857 -$1,604 -$1,351 -$1,098 -$845 -$592 -$338
% Tax differential between FY15-FY16 Not applicable -6.43%-5.86%-5.29%-4.73%-4.16%-3.59%-3.03%-2.46%-1.89%-1.33%-0.76%
OFFICE CONDOMINIUM (# props = 195)Office Condo Net of New Growth >>>
(Retail Condominiums are not included)FY 2015 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016
FY 16 Assmt.@ ~ $208/sf for Avg. Prop. $155,362 $155,882 $155,882 $155,882 $155,882 $155,882 $155,882 $155,882 $155,882 $155,882 $155,882 $155,882
Tax Burden Shift Factor 1.75 1.65 1.66 1.67 1.68 1.69 1.70 1.71 1.72 1.73 1.74 1.75
Tax Rate (per $1K of Ass'd value)$29.10 $26.76 $26.93 $27.09 $27.25 $27.41 $27.57 $27.74 $27.90 $28.06 $28.22 $28.39
Avg. Tax Bill (based on Avg. Ass'd Value)$4,521 $4,172 $4,197 $4,223 $4,248 $4,273 $4,298 $4,324 $4,349 $4,374 $4,400 $4,425
$ Tax differential between FY15-FY16 Not applicable -$349 -$324 -$299 -$273 -$248 -$223 -$197 -$172 -$147 -$122 -$96
% Tax differential between FY15-FY16 Not applicable -7.72%-7.16%-6.60%-6.04%-5.48%-4.92%-4.37%-3.81%-3.25%-2.69%-2.13%
INDUSTRIAL
LAB/OFFICE COMBINATION (# props = 13)Lab/Office Net of New Growth >>>
(Bio/Chem Laboratory or Medical Use is Primary)FY 2015 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016 FY 2016
FY 16 Assmt.@ ~ $247/sf for Avg. Prop. $25,148,615 $24,944,885 $24,944,885 $24,944,885 $24,944,885 $24,944,885 $24,944,885 $24,944,885 $24,944,885 $24,944,885 $24,944,885 $24,944,885
Tax Burden Shift Factor 1.75 1.65 1.66 1.67 1.68 1.69 1.70 1.71 1.72 1.73 1.74 1.75
Tax Rate (per $1K of Ass'd value)$29.10 $26.76 $26.93 $27.09 $27.25 $27.41 $27.57 $27.74 $27.90 $28.06 $28.22 $28.39
Avg. Tax Bill (based on Avg. Ass'd Value)$731,825 $667,613 $671,660 $675,706 $679,752 $683,798 $687,844 $691,890 $695,936 $699,983 $704,029 $708,075
$ Tax differential between FY15-FY16 Not applicable -$64,211 -$60,165 -$56,119 -$52,073 -$48,027 -$43,981 -$39,934 -$35,888 -$31,842 -$27,796 -$23,750
% Tax differential between FY15-FY16 Not applicable -8.77%-8.22%-7.67%-7.12%-6.56%-6.01%-5.46%-4.90%-4.35%-3.80%-3.25%
EXHIBIT D-1: TOWN OF LEXINGTON - Tax Rate Shift Options & Property Comparisons
(FY2016 Values are derived net of new growth)
RESIDENTIAL
COMMERCIAL
INDUSTRIAL
Note: TIF Properties 1) Shire @ all of 200/300/400 Shire Way), and 2) uniQure (a portion of 113 Hartwell Ave) are included above in INDUSTRIAL Lab/Office Combo category as "Gross Avg. Assessment less Gross Avg.
Growth"
7
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 $27.87 1.75
RESID C-I-P C-I-P RESID C-I-P C-I-P
RATE RATE SHIFT RATE RATE SHIFT
13.79$ 13.79$ 1.000 13.55$ 13.55$ 1.00
15.71$ 34.04$ 1.750 14.62$ 32.12$ 1.75
13.50$ 13.50$ 1.000 12.90$ 12.90$ 1.00
12.00$ 32.24$ 1.668 11.35$ 29.40$ 1.63
14.45$ 14.45$ 1.000 14.29$ 14.29$ 1.00
14.41$ 18.95$ 1.300 14.15$ 18.60$ 1.30
13.43$ 31.97$ 1.750 13.13$ 31.79$ 1.75
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
FY2014 FY2015
FY2014 FY2015
MUNICIPALITY
Waltham
Winchester
Arlington
Bedford
Belmont
Burlington
Concord
Lincoln
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
TOTAL RESIDENTIAL PROPERTY VALUE $8,862,601,990
TOTAL # RESID. PARCELS 10,765
AVG. RESIDENTIAL PARCEL $823,279
RESIDENTIAL EXEMPTION @ 20%20%
EXEMPTION $ AMOUNT PER RESID PROPERTY $164,656
ESTIMATED # EXEMPTIONS 9,696
OVERALL EXEMPT PROPERTY VALUE $1,596,519,743
ESTIMATED RESID. RATE (FY2016)$14.59
TOTAL RESID. REVENUE $129,305,363
(IF EXEMPTION) RESID. ASSESSED TAXES $7,266,082,247
(IF EXEMPTION) RESID. TAX RATE $17.80
(a)(b)( c )(d)(e)(f)(g)(h)(i)
ASSESSED
VALUE
PRELIMINARY
TAX RATE @
1.75 Shift
ANNUAL
PROPERTY
TAX BILL
EXEMPTED
ASSESSED
VALUE@20%
EXEMPTION
NET ASSESSED
VALUE
DERIVED TAX
RATE NET TAX BILL
$ CHANGE (g-
c)
%
CHANGE
(h/c)
$5,000 $14.59 $73 $0 $5,000 $17.80 $89 $16 21.97%
$25,000 $14.59 $365 $0 $25,000 $17.80 $445 $80 21.97%
$50,000 $14.59 $730 $0 $50,000 $17.80 $890 $160 21.97%
$100,000 $14.59 $1,459 $0 $100,000 $17.80 $1,780 $321 21.97%
$200,000 $14.59 $2,918 $164,656 $35,344 $17.80 $629 -$2,289 -78.44%
$300,000 $14.59 $4,377 $164,656 $135,344 $17.80 $2,409 -$1,968 -44.97%
$400,000 $14.59 $5,836 $164,656 $235,344 $17.80 $4,188 -$1,648 -28.24%
$500,000 $14.59 $7,295 $164,656 $335,344 $17.80 $5,968 -$1,327 -18.19%
$600,000 $14.59 $8,754 $164,656 $435,344 $17.80 $7,747 -$1,007 -11.50%
$700,000 $14.59 $10,213 $164,656 $535,344 $17.80 $9,527 -$686 -6.72%
$800,000 $14.59 $11,672 $164,656 $635,344 $17.80 $11,306 -$366 -3.13%
$900,000 $14.59 $13,131 $164,656 $735,344 $17.80 $13,086 -$45 -0.34%
$914,038 $14.59 $13,336 $164,656 $749,382 $17.80 $13,336 $0 0.00%
$1,000,000 $14.59 $14,590 $164,656 $835,344 $17.80 $14,866 $276 1.89%
$1,100,000 $14.59 $16,049 $164,656 $935,344 $17.80 $16,645 $596 3.71%
$1,200,000 $14.59 $17,508 $164,656 $1,035,344 $17.80 $18,425 $917 5.24%
$1,300,000 $14.59 $18,967 $164,656 $1,135,344 $17.80 $20,204 $1,237 6.52%
$1,400,000 $14.59 $20,426 $164,656 $1,235,344 $17.80 $21,984 $1,558 7.63%
$1,500,000 $14.59 $21,885 $164,656 $1,335,344 $17.80 $23,763 $1,878 8.58%
$2,000,000 $14.59 $29,180 $164,656 $1,835,344 $17.80 $32,661 $3,481 11.93%
$3,000,000 $14.59 $43,770 $164,656 $2,835,344 $17.80 $50,457 $6,687 15.28%
$4,000,000 $14.59 $58,360 $164,656 $3,835,344 $17.80 $68,253 $9,893 16.95%
$5,000,000 $14.59 $72,950 $164,656 $4,835,344 $17.80 $86,049 $13,099 17.96%
$7,500,000 $14.59 $109,425 $164,656 $7,335,344 $17.80 $130,538 $21,113 19.29%
$8,500,000 $14.59 $124,015 $0 $8,500,000 $17.80 $151,264 $27,249 21.97%
$10,000,000 $14.59 $145,900 $0 $10,000,000 $17.80 $177,957 $32,057 21.97%
$20,000,000 $14.59 $291,800 $0 $20,000,000 $17.80 $355,915 $64,115 21.97%
*BREAK EVEN ASSESSED VALUE, NO TAX IMPACT.$914,038
RESIDENTIAL EXEMPTION WORKSHEET
FISCAL YEAR 2016 INFORMATION
EXHIBIT H: RESIDENTIAL EXEMPTION: FY2016 PROPERTY TAX IMPACT
IF EXEMPTION WAS ADOPTED
11
AGENDA ITEM SUM M ARY
LEXINGTON BOARD OF SELECTMEN MEETING
AGENDA ITEM TITLE:
Consent Agenda
PRESENTER:
Jo e Pato
ITEM
NUMBER:
C.1-3
SUMMARY:
The Town Manager has req uested permissio n fo r a vac ation.
The Minute Men reques t p ermis s io n to hold a his to ry exhib ition on Decemb er 13 that inc ludes using the Battle
Green fo r marc hing and mus ket drills and firing.
See attached letter s ent to Anto ny, Franc e. At the meeting yo u will b e signing a letter to mail.
SUGGESTED MOTION:
Mo tion to app ro ve the c o nsent agend a.
FOLLOW-UP:
DATE AND APPROXIMATE TIME ON AGENDA:
11/23/2015 7:25 PM
ATTACHMENTS:
Des crip tion Typ e
Email Regarding Minute Men Reques t Cover Memo
Minute Men His toric Exhibition Itinerary - 12/13/15 Cover Memo
Town Manager Reques t for Vacation Cover Memo
Email-Antony Letter of Condolence Backup Material
1
Lynne Pease
From:Cathy Severance
Sent:Tuesday, November 17, 2015 12:48 PM
To:Lynne Pease
Subject:Tea Burning Itinerary
Attachments:BurnTheTea.docx
Hi Lynne –
I spoke w/Dave Pinsonneault this AM regarding the Town’s plans, if there is snow, for the tea burning event on 12/13
and he said that we would have to access weather conditions on the site if there was inclement weather. I will add that
to the letter. I’m attaching the plan for this event. Can you add this to the next BOS meeting (23rd)? Thank you!
- Cathy
Cathy Severance
Office Manager/Special Events Coordinator
Town Manager's Office
Town of Lexington
1625 Massachusetts Avenue
Lexington, MA 02420
Ph: 781.698.4544
Fax: 781.861.2921
www.lexingtonma.gov
When writing or responding, please be aware that the Massachusetts Secretary of State has determined that most email
is public record, and, therefore, may not be kept confidential.
Lexington Minute Men “Tea Burning” Itinerary
December 13, 2015
Mission: We the Lexington Minute Men, in partnership with the Lexington Historical Society, seek to
celebrate our Town’s revolutionary history through a day long living history exhibition featuring the
Lexington Training Band and a re‐enactment of the tea burning bonfire which occurred on December
13th, 1773. On the Visitor’s Center grounds, near the site of the tea burning, we propose to set up a
partial encampment where our unit will muster, cook/eat period appropriate food, conduct musket
drills, conduct firing demonstrations, march with fife and drum around grounds and the Battle Green,
mingle with and educate the public, and participate in a robust “tea burning”.
Preliminary Itinerary‐
7:00am: Members of the Training Band set up camp.
9:00am: Period breakfast served for the LTB at mess tent. Start cooking fire for lunch.
10:00am: First Musket Drill, non‐firing. Inspection and run through the Manual of Arms. March to
green & muster near rock.
11:00am: Demonstration of 18th century cooking methods with Sgt. Michael Duncan Smith.
11:30pm: Period lunch served for the LTB at mess tent.
12:00pm: Parade march the grounds and green in military formation with fife and drum. Muster on
green near rock.
12:30pm: Second Musket Drill and firing demonstration on the Battle Green. Inspection and run
through the Manual of Arms. Conclude by firing five volleys in formation.
1:30pm: Participate in the “tea burning” in conjunction with the Lexington Historical Society.
2:30pm: Immediately following the tea burning re‐enactment, interact with the public about the event,
answer questions, and recruit.
3:00pm: Conclude event with musket solute and cheers (Huzza, Huzza, Huzza)
4:00pm: Break down camp.