HomeMy WebLinkAbout1981-05-26-AC-ATM-rpt APPROPRIATION COMMITTEE
SUPPLEMENTAL REPORT
The Appropriation Committee has just completed a frustrating
six months . Not only did we have the problem of a very tight budget
facing Lexington because of Proposition 2 1/2, but we also tried to
visualize where the money could be obtained to maintain an even
righter budget under the new law. The budget considerations them-
' selves involved much discussion and re-evaluation as to the order
of priority for the many services which the Town renders to its
citizens. The sources of revenue were also a problem. The Appro-
priation Committee is strongly opposed to initiating new or addi-'
tional fees for services such as sewer, water, etc. This is
equivalent to increasing the real estate tax and not reducing it
according to the purpose of 2 1/2. It again puts the burden on
those who can least afford the increased financial obligation. We
also felt that Lexington should dip sparingly into its "free cash"
because the next few years are critical under 2 1/2 and the money
will be needed and may not be obtainable.
In the early fall, the revenue situation under 2 1/2 looked
reasonably promising. -- At that time, the "word" to us indicated
that the property evaluation, now in progress, would adhere to
the formula which sets the -upper limit for the total real estate
tax levy for 1982 - 1983. This project, through the Assessor' s
Office, is about completed. We felt, upon reviewing the emerging
figures from this project that the increase in the valuation would •
be sufficient to produce enough revenue to help finance a reasonable
and modest budget for next year and yet meet the legal limitation
on the tax rate.
In fact we felt (after examining the new proposed budget) that
the tax bill to individual taxpayers might well be reduced if the
re-evaluation value came in at the upper limit of the probable
range.
It soon developed, however, that the property re-evaluation
would play no part in the formula and that the real estate tax as
a source of revenue would be limited to 1.025 times the total billed
for the current year. This, of course, is a fixed number and we
immediately asked for and received the estimate for the other revenues
which the Town would receive, such as fees, state aid, etc. When
this estimated additional income was added to the legal allowable
real estate tax, we were $354, 366 short of meeting the operating
budgets for the Town and School Department, assuming nothing in
addition to this budget was voted by Town Meeting itself.,
The Appropriation Committee was extremely disturbed about
{ $1, 200 , 000 which was to be taken from the "free cash" in order to
arrive_ at the above deficit of approximately $350, 000 .
At last year' s Town Meeting time, the suggested amount of
"free cash" to reduce the tax rate was then only $1, 000 , 000 . At
the insistance of the Treasurer and the Appropriation Committee a
figure of $750, 000 was finally chosen as a compromise and presented
to Town Meeting, where it was voted. Most of the members of the •
Appropriation Committee felt $500, 000 would have been a better
figure .
The $750, 000 amount was a fortunate choice over the $1, 000, 000
or we would have been in much worse financial shape as many other
Towns have found out in the last few months, to their dispair. The
$500, 000 would have been still better for the present situation,
although the increased tax rate for last year would hardly have been
popular.
APPROPRIATION COMMITTEE
SUPPLEMENTAL REPORT
-2-
As the Town Meeting Members face the 1981 Town Meeting under
the monetary restriction of 2 1/2, they should realize Lexington is
indeed fortunate in many ways, compared to many cities and towns .
The actual operating budget of the Town has been kept under
control for the past few years, with increases mostly in the ne-
gotiated salary budgets and uncontrollables such as fuel, light, etc.
Many of the items which have contributed to our increasing tax
rate during the last few years were not in the service area, but in
the direction or more or better equipment, swimming pool, etc. ,
which can be easily eliminated temporarily to comply with tight
budget restrictions .
The School Committee has also greatly contributed to our good
financial condition by facing up to the reality of a greatly_ reduced
student body. Buildings have appropriately been closed despite the
unpopularity of the moves and the savings have been very large. The.
School Committee has also reduced the size of its staff in proportion
to the decline in school population, thus maintaining the same
student-teacher ratio during this era.
When this Committee first examined the 1982 F.Y.. Budget we were
very pleased at the effort that had. been made to hold down the Town
Operating Budget and the School Committee Budget not withstanding the
nigh inflation rate of- the past year, particularly in the uncontroll-
able costs. _:
We feel that the Selectmen, Town Manager, School Committee and
the Superintendent of Schools should be praised for their efforts in -
this direction. We only hope that the next few years will not be too
critical for us. It. would be unfortunate for all if we have to cut
too deeply into the services rendered to the Citizens of Lexington
in- the near future.
Moreover, the Appropriation Committee feels that there is still
reasonable opportunity for additional small cuts in the .Operating _
-- Budget for both the Town and Schools in the coming fiscal. year. _
It is clear to everyone that all services rendered to the
citizens in both the above categories are not equally important and
effective. Thus small cuts in some items would not markedly change
the effectiveness of services to the consumer public .
However, the Committee feels that the Ordering of the priorities
and thus the designation of those items to be cut in this instance
should be the function of the Committees responsible for the opera-
tions . The Selectmen and School Committee should thus be the origina
tors of the recommendations presented to the Town Meeting.
Two weeks ago, the Appropriation Committee were prepared to
make the following recommendations so that Lexington would meet the
short-fall of approximately $354, 000 .
1. Cut the Lexpress from $207, 000 .(which is their estimate
of needed subsidy before new bids have been opened) to
$90, 000 . This is the figure the Town Meeting voted two
years ago when they raised their request from $50 , 000
to $90, 000 in order to give the idea its maximum poten-
tial as a useful and nearly self-supporting service for
9 1/2 months . The $90, 000 gives practically 12 bus/
hours per day (Est. $30. 00 per hour) without any cost
to the rider . With a good fare structure it could
provide very reasonable service to the elderly and
commuters, with a little judicious thought as to the
method of operation for a full year. This was the
original purpose of the Lexpress concept.
APPROPRIATION COMMITTEE
SUPPLEMENTAL REPORT
-3-
2. The remaining $237, 000 (approximately) in cuts would
come from the Town Operating Budget and the School
Budget in the ratio of 45% to 55% which is their
approximate share of the total town annual expen-
diture. The cuts would, of course, be made on those
items which the Selectmen and School Committee felt
would have the least impact upon their operation.
The Appropriation Committee reiterates again that they were
not happy with this solution because it involved the $1, 200, 000
taken from "free cash" . However, we felt it entirely unfair to
propose more drastic cuts at this late date when the complete legal
operation of 2 1/2 finally became clear.
Less than two weeks ago a new estimate was presented of all
revenues including General Revenue Sharing Funds, unexpectedly it
was $583, 000 larger than the estimate made in October. The return
from increased fees was greater than anticipated, coupled with
high interest rates earned on our surplus cash.
As soon as this fact became apparent, the Selectmen proceeded
to wipe out the deficit of $354, 000 and add to their budget and to
articles which they wished to support. Most of the approximately
$600, 000 is recommended to be spent on the basis that these new
items need to be done and will cost more in the future. Today is
a very special situation, different from the past, and we do not
concur in this philosophy: What needs to be done is done, but
only at the expense of some other items which were planned.
Next year and the year after, are going to be very difficult
under 2 1/2 unless changes are made in the law or its interpretation.
These we cannot count on before they happen. Our negotiated salaries
are going up at the rate of 7% per year and our uncontrollable costs
at a much faster rate. The tax receivables for real estate will go
up only 2 1/2% . We will need the cash, and need it badly, if we
are to maintain reasonable services to the citizens .
The Appropriation Committee feels that it would indeed be
negligent if we did not call this to the attention of the Town
Meeting by instigating positive action. We feel that the $583, 000
should be used, but that amount subtracted from the "free cash" of
$1, 200, 000 which was to be recommended to the Town Meeting for
transfer, thus utilizing only about $617, 000 of our "free cash" .
This will, in reality, bring us back to square one with the
necessity of cutting back about $350, 000 as stated earlier in this
report.
In order to give the Town Meeting Members an opportunity to
vote on this important issue, we shall propose that Article 73
("free cash" transfer) be taken up in advance of Article 39 (origi-
nally Article 4) in other years . Under this Article 73 we shall
propose that the amount of "free cash" which is to be used in the
1981-82 Town Budget shall be restricted to $625, 000 .
APPROPRIATION COMMITTEE
SUPPLEMENTAL REPORT
-4-
The
4-The Appropriation Committee makes the following recommendations on
Articles 38 through 73 (except Articles 46, 52, 53,66 already voted) :
ARTICLE 38 - SUPPLEMENTARY APPROPRIATIONS FOR CURRENT FISCAL YEAR (FY81) .
Recommendation: Indefinitely Postpone, no funds requested.
ARTICLE 39 - OPERATING BUDGET.
Recommendation: This Committee has recommended that the
Board of Selectmen and the School Committee cut the total
Operating Budget by $237, 000, and further does not re-
commend in favor of the three line items for which in-
creases were requested in the recent budget changes,
namely - Council on Aging, Mystic Valley Mental Health
and Snow Removal.
ARTICLE 40 - SALARY ADJUSTMENTS AND COLLECTIVE BARGAINING SETTLEMENTS .
Recommendation: Favorable Action, $275,000 requested.
ARTICLE 41 - PRIOR YEARS' UNPAID BILLS.
Recommendation: Indefinitely Postpone, no funds requested.
ARTICLE 42 - D.P.W. . SUPPLEMENTAL APPROPRIATIONS REQUESTS .
Recommendation: Indefinitely Postpone, no funds requested.
ARTICLE 43 - RESERVE FUND.
Recommendation: Favorable Action, $150,000 requested.
ARTICLE 44 - SELECTMEN'S APPRAISALS AND OPTIONS .
Recommendation: Indefinitely Postpone, no funds requested.
ARTICLE 45 - REQUEST FOR REPORT ON SEWER CONSTRUCTION.
No Recommendtion.
ARTICLE 47 - INSTALLATION OF WATER MAINS .
Recommendation: Favorable Action, $275,000 requested.
ARTICLE 48 - DRAINAGE STUDY.
Recommendation: Unfavorable Action, ($50,000 was requested) .
ARTICLE 49 - INSTALLATION DRAINS/WIDENING, DEEPENING OR ALTERING BROOKS .
tecczinendation: Indefinitely Postpone, no funds requested.
ARTICLE 50 - INSTALLATION OF DRAINAGE-OUTLOOK DRIVE.
No Recommendation.
ARTICLE 51 - STREET ACCEPTANCE-OUTLOOK DRIVE.
No Recommendation.
ARTICLE 54 - AUTHORIZE USE OF CHAPTER 90 FOR STREET IMPROVEMENTS.
Recommendation: Favorable Action.
ARTICLE 55 - INSTALLATION OF CURBING.
Recommendation: Indefinitely Postpone, no funds requested.
ARTICLE 56 - INSTALLATION OF STREET LIGHTS.
Recommendation: No funds requested.
ARTICLE 57 .- INSTALLATION OF SIDEWALKS .
Recommendation: Indefinitely Postpone, no funds requested.
ARTICLE 58 - PUBLIC WORKS EQUIPMENT.
Recommendation: Favorable Action, $131, 000 ($146, 000 was
requested) .
APPROPRIATION COMMITTEE
SUPPLEMENTAL REPORT
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•
A TICL E 59 - DEVELOPMENT OF WESTVIEW CEMETERY.
Recommendation: Indefinitely Postpone, no funds requested.
ARTICLE 60 - GARRITY HOUSE - RECONSTRUCTION.
Recommendation: Indefinitely Postpone.
ARTICLE 61 - GARRITY HOUSE - HOUSING AUTHORITY.
Recommendation: Indefinitely Postpone.
ARTICLE 62 - GARRITY HOUSE - LEASE. -
Recommendation: Indefinite Postpone.
A_?TICLE 63 - PARKING IMPROVEMENTS.
Recommendation: Unfavorable Action, ($42, 100 was requested) .
ARTICLE 64 - DEEP WELL WATER SUPPLY.
Recommendation: Unfavorable Action ($10 , 000 was requested) .
A=IC E 65 - TENNIS COURT REPAIRS - -
Recommendation: Unfavorable Action, ($41, 700 was requested) .
ARTICLE 67 - CONSERVATION GIFT.
No Recommendation.
ARTICLE68 - CONSERVATION FUND.
Recommendation: Favorable Action.
ARTICLE 69 - LEXPR ESS-MINI-BUS TRANSPORTATION SYSTEM.
Recommendation: Favorable Action, $90 , 000, see text of
report ($207, 000 was requested) .
ARTICLE 70 - TRANSFER OF SCHOOL.
Recommendation: Favorable Action, $50, 000 requested.
A=T`CLE 71 - UNEMPLOYMENT COMPENSATION FUND.
Recommendation: Favorable Action, $40, 000 requested.
ARTICLE 72 - CENTRAL MIDDLESEX ASSOC. OF RETARDED CITIZENS .
Recommendation: Favorable Action, $5, 000 requested.
ARTICLE 73 - USE OF "FREE CASH" .
Recommendation: Favorable Action, $625, 000 ($1,200,000
was requested) ._
Respectfully submitted,
APPROPRIATION COMMITTEE
George P . Wadsworth, Chairman
William J. Dailey, Jr. , Vice Chairman
Richard M. Perry, Secretary, Ex-Officio
(Non-voting)
Esther S. Arlan
John Campbell
Robert Cataldo
Harry A. Hall, III
Maxine Kutchin
Barry H. Marshall
George S . Silverman