HomeMy WebLinkAbout2023-02-06 SB Packet - Released SELECT BOARD MEETING
Monday, February 6, 2023
Select Board Meeting Room, 1625 Massachusetts Avenue, Lexington, MA 02420 - Hybrid Participation*
6:30 PM
AGENDA
EXECUTIVE SESSION
1. Exemption 3: Discuss Strategy with Respect to Litigation-National Prescription 6:30pm
Opiate Litigation Settlement
PUBLIC COMMENTS
Public comments are allowed for up to 10 minutes at the beginning of each meeting. Each speaker is
limited to 2 minutes for comment. Members of the Board will neither comment nor respond, other than to
ask questions of clarification. Speakers are encouraged to notify the Select Board's Office at 781-698-
45 80 if they wish to speak during public comment to assist the Chair in managing meeting times.
SELECT BOARD MEMBER CONCERNS AND LIAISON REPORTS
1. Announcement: The Town Manager's FY2024 Preliminary Recommended Budget
and Financing Plan, reflecting a balanced budget, was published last week.
2. Select Board Concerns and Liaison Reports
TOWN MANAGER REPORT
1. Town Manager Weekly Update
CONSENT AGENDA
1. Approve Select Board Meeting Minutes
• December 12, 2022 Select Board
• December 19, 2022 Select Board
• January 9, 2023 Select Board
2. Select Board Committee Appointment
. Historic Districts Commission- Lee Noel Chase
3. Select Board Committee Resignation
• S emiquinc entennial Commission(Lex250) Community Member
Representative - Steve Cole, Jr.
4. Town Manager Committee Reappointment
. Youth Commission- Thomas Romano
ITEMS FOR INDIVIDUAL CONSIDERATION
1. Review and Approve Food Waste Pilot 6:50pm
2. Presentation- Draft of Zero Waste Plan 7:05pm
3. LexF arm Request to Extend Current Lease for an Additional Five-Year Term 7:25pm
4. Presentation- Proposed Street Art Pilot Project 7:35pm
5. 2023 Annual Town Meeting 7:55pm
• Procedures for Participation at 2023 Annual Town Meeting
• Presentation-ATM 2023 Article 2 6:Amend the General Bylaws - Municipal
Opt-In Specialized Stretch Energy Code
• Presentation-ATM 2023 Article 2 8:Amend General Bylaws - Tree Bylaw-
Increase Protected Tree Look-Back Period
• Presentation-ATM 2023 Article 29:Amend General Bylaws - Tree Bylaw-
Changes to Tree Committee Composition
• Presentation-ATM 2023 Article 6: E s tab lis h Qualifications for Tax Deferrals
• Select Board Article Presenters, Discussion and Positions
• Discuss Potential Select Board Report
6. Request to Approve License Agreement with Property Owner to Existing Fence 8:55pm
Permit on Town Property- 3 Goffe Road
7. Discuss F Y2024 Town Manager's Preliminary Budget& Financial Planning 9:00pm
8. Discuss Schedule for American Rescue Plan Act(ARPA) Requests on Future 9:20pm
Meeting Agendas
ADJOURN
1. Anticipated Adjournment 9:25pm
The Select Board meeting packet is typ is ally available at least one business day in advance of the
meeting:https://Iexington.novusagenda.com/agendapubRc/
*Members of the public can attend the meeting from their computer or tablet by clicking on
the following link at the time of the meeting:
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iP ho ne one-tap:
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Meeting ID: 924 8276 4382
Passcode: 380743
An Act Relative to Extending Certain State of Emergency
Ac c o mo datio ns:https://www.mass.gov/the-open-meeting-law
The next regularly scheduled meeting of the Select Board will be held on Monday, February 13,
2023 at 6:30pm via hybrid participation.
Hearing Assistance Devices Available on Request
All agenda time and the order of items are approximate and Lei ila
subject to change. Recorded by LexMedia
AGENDA ITEM SUMMARY
LEXINGTON SELECT BOARD MEETING
AGENDA ITEM TITLE:
Select Board Concerns and Liaison Reports
PRESENTER:TER• ITEM
S
NUMBER:
Select Board Members
LR.1
SUMMARY:
Please see the attached Select Board Correspondence Secretary Report for the February 6, 2023 meeting.
Under this item, Select Board Members can also comment on any additional points, reports and c o nc erns.
SUGGESTED MOTION:
FOLLOW-UP:
DATE AND APPROXIMATE TIME ON AGENDA:
2/6/2023
ATTACHMENTS:
Description Type
Correspondence Secretary Report—February 6, 2023
Joe Pato:
• Date: 1/2 Topic: East Lexington lighting trespass follow-up requested
Disposition:Staff redirecting resident to the ZBA.
• Date: 1/3 Topic: Worthen Rd Crossing near Stop &Shop
Disposition:Staff provided response with plans for upgrades to the crosswalk in this area.
• Date: 1/9 Topic: Housing Trust recruitment
Disposition: Provided resident with summary of Board request for additional communication of
information on qualifications needed as well as broader dissemination of the recruitment
request.
• Date: 1/10& 1/11 Topic: Multi-Family Zoning for MBTA Communities—concerns over proposed
zoning at Bedford St./Eldred St./Ivan St. (2 independent messages)
Disposition:This is currently being developed under the jurisdiction of the Planning Board. The
Select Board will keep these residents' concerns in mind should the proposals progress to Town
Meeting.
• Date: 1/12 Topic: Request for efficient Town Meeting information sharing
Disposition:The requests for improved information sharing has been relayed to staff.The Board
will schedule a discussion on this for future town meetings.
• Date: 1/20 Topic: Concerns over need for more community housing funding from the CPA
Disposition: Board members will keep these concerns in mind.
• Date: 1/20 Topic: Road safety issues on Walnut Street(3 independent messages)
Disposition:Staff(Transportation Safety Group)will continue to explore improvements for
Walnut Street. Board will monitor progress.
• Date: 1.20 Topic: Praise for Lexpress
Disposition:The Board appreciates the information and value of Lexpress for the Lexington
Community.
• Date: 1/23 Topic: Request for level funding Lexpress from Transportation Advisory Committee
Disposition:The Town Manager's proposed FY24 budget (White Book) includes level funding for
Lexpress.
• Date: 1/23 Topic: Bike Park support
Disposition: Endorsement of proposal for a bike park by the Bicycle Advisory Committee and
support for the proposal to accept a property donation adjacent to Kinneens Park for the facility.
• Date: 1/23 & 1/28 Topic: Bike Park- Kinneens Park location opposition (2 independent
messages)
Disposition: Resident concerns about the proposed location for a proposed bike park on
Burlington Street adjacent to Kinneens Park.The Board will keep these concerns in mind should
a proposal for this location be made formally.
• Date: 1/26 Topic: UV lighting in HVAC to improve indoor air quality
Disposition: Request submitted to the Town Manager by resident for potential consideration for
ARPA funding.
• Date: 1/27 Topic: FY24 Budget request for Fire Inspector
Disposition:The Board will keep the comments in mind as it reviews the proposed budget.
• Date: 1/30 Topic: Support for PB Overlay Districts Proposal (for MBTA Communities)
Disposition:This is currently being developed under the jurisdiction of the Planning Board.The
Select Board will keep these residents' concerns in mind should the proposals progress to Town
Meeting.
• Date: 1/30 Topic: Concerns over proposed fees for bulk goods disposal
Disposition:The Board will keep the comments in mind as it reviews the proposed budget.
• Date: 2/1 Topic: Concerns over change in ownership of Burlington concrete facility at the Town
line
Disposition:Town staff have been in contact with Town of Burlington officials to understand
what role Lexington may have in this process which is under the jurisdiction of the Burlington
Planning Board.
AGENDA ITEM SUMMARY
LEXINGTON SELECT BOARD MEETING
AGENDA ITEM TITLE:
Town Manager Weekly Update
PRESENTER:TER• ITEM
S
NUMBER:
Jim Malloy, Town Manager
TM.1
SUMMARY:
Attached please find the following weekly updates from the Town Manager:
1/27/23
. 2/3/23
SUGGESTED MOTION:
FOLLOW-UP:
DATE AND APPROXIMATE TIME ON AGENDA:
2/6/2023
ATTACHMENTS:
Description Type
F) 2,,,,, ,,,,,:gym (Aver VIlerno
r
u.
Town of Lexington
Town Manager's Office
James J. Malloy, Town Manager Tel: (781) 698-4540
Kelly E. Axtell, Deputy Town Manager Fax: (781) 861-2921
MEMORANDUM
TO: Select Board
FROM: Jim Malloy, Town Manager
DATE: January 27, 2022
RE: Weekly Update
The following is an update of activities for the week ending January 27, 2022:
Various Administrative Issues:
• Starting this month, I will be meeting regularly with staff from one department per month (coffee
with the Town Manager) to generally discuss issues from management and to hear from staff issues
they may have. This first month, will be with the IT staff. Additionally, I'm working with Sean
Dugan to do a similar quarterly meeting that will be advertised where residents can come meet with
me (at some easy to access location, like the foyer in the Cary Memorial Building).
• We are in the process of our annual (we skipped 2021 and this is actually the 2022 a few weeks
late) demographic survey of our employees. We will combine this information with the
information we obtained in 2019 and 2020 to see measure whether the Town has made progress on
our goal of increasing the diversity of our employees to more closely match the community's
diversity. Please note, this survey will be solely municipal employees, the School department is
doing a separate survey that will be conducted later this Spring that will be shared with the Town's
Chief Equity Officer.
• Attached please find the Select Board's priorities for the Participatory Budgeting (I've delineated
the top 5 & 10 with a bold line) as well as the original title description of each item for the Board's
use at our next meeting when this comes up for a final vote before its placed out for residents to
vote on. There is a total at the bottom of the top 5 projects ($440,000) and top 10 projects
($1,030,000). Additionally, staff is working on a cost estimate and locations for hands free faucets
in selected public restrooms and we will aim to have that information available at the next meeting
should the Board choose to include that as an option.
• There will be a minor price increase in the rate for the aggregation program. There is a provision
in the contract that allows for a cost adjustment if it is due to a regulatory change from the State.
The amount of the increase is $0.002 per kwh. This would be in addition to the $0.108 for a total
new rate of$0.11 per kwh(Eversource Basic is currently $0.25776 per kwh by comparison). The
regulatory change is related to the State's increase in the Clean Energy Standard from 21% to 25%.
This is an increase allowed under the contract and is recommended by Peregrine Energy, the
Town's consultant, so no further action is required from the Board (this is similar to the increase in
2020). We will be sending a notice to all customers.
1625 MAS SACHUSETTS AVENUE•LEXINGTON,MAS SACHUSETTS 02420
• Attached please find information relative to an Additional National Opioid Settlement which we
are reviewing with Town Counsel.
• Attached please find the weekly agenda tracker.
Land Use Health and Development:
• The Planning Board will hold public hearings on the following zoning amendments in February, all
on Zoom starting at 6:00 pm Wednesdays. The details of each zoning proposal can be found
ere: bit. s://www.lexi t ��. v 1 4, , n a.......�T ........,.. e t.
� .
...........o Public Hearing on the follow zoning proposals is Wed. Feb. 1:
1. Article 34 - Amend Zoning Map and Zoning Bylaw to allow multi-family housing to
comply with MBTA Communities
2. New Village Overlay Districts proposed in the following areas:
a. East Lexington along Massachusetts Ave.
b. Lexington Center
c. Bedford St./Worthen Rd.
d. Bedford St./Reed St.
e. Bedford St. North
f. Hartwell Avenue/Bedford St.
g. Maguire Road
h. Marrett Rd./Waltham St.
i. Marrett Rd./Spring St.
j. Concord Ave./Waltham St.
3. Article 35 - Supplemental Inclusionary Zoning. This article is tied to Article 34 and will be
considered together. This article proposes Inclusionary dwelling units at 15% of a multi-
family project in the Village Overlay Districts, in Article 34.
4. Article 36 - Amend Zoning Map—Expand Central Business District to adjacent lots
5. Article 37 - Extend Action Deadline for Major Site Plan Review
6. Article 38 - Add Provisions for Minor Modifications to Approved Permits
7. Article 39 - Technical Corrections
o Public Hearing on Wed. Feb. 8:
1. Article 33 —Amend Zoning Bylaw section on Special Permit Residential Developments to
incentivize smaller homes
o Public Hearing on Wed. Feb. 15:
1. Citizen Petition to limit residential gross floor area
Public Works:
• Stormwater Utility Update - Sean Dugan, Communications Director and Special Projects
Coordinator, has put together the website and the remaining aspects are FAQs and updated the
parcel viewer with estimated fees. Once the parcel viewer is updated we will launch the website
and add in the FAQs once completed. We expect the launch of the website within the next two
weeks. DPW/Town Engineering and our consultants, will also add photos of projects that we have
completed so people can understand the type of stormwater management work that gets done.
Staff is also gearing up to meet with various groups/stakeholders and have identified a few
different paths. The first path is meeting with the Capital Expenditures Committee and the
Appropriations Committee. We believe this can be done at one of the upcoming meetings with
both Committees during the budget and Town Meeting review process. This path can run parallel
to the other stakeholders path.
The other stakeholders path includes meetings with the following groups:
o TMMA (in-person)
o Tax-exempt (zoom)
o Large industrial and commercial properties (zoom)
o Elderly/ fixed-income (in-person)
■ How do we reach them? (Housing authority, LexHab)
■ We may reach out to COA for advice on the best way to reach these stakeholders
o General public meeting
The Engineering Department anticipates they will meet with TMMA post-ATM as to not add
additional considerations prior to the upcoming ATM. This will be in-person with hand-outs and
some tables with various information on the stormwater program and the stormwater utility. The
thought is that TMMA should be in advance of the other groups so that they are informed in case
they hear from constituents. Following the TMMA meeting we will meet with the other groups
and then again TMMA as we approach Fall Town Meeting. We also anticipate that during this
process we will need to provide the Select Board ongoing updates (at least two).
Attached please find an outline of the above that our consultant(Emily Scerbo, Tighe & Bond)
prepared.
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National Opioid Settlements: Teva, Allergan, CVS, Walgreens, and Walmart
LEXINGTON TOWN, MA
Reference Number: CL-386297
TO LOCAL POLITICAL SUBDIVISIONS AND SPECIAL DISTRICTS.n
THIS NOTICE CONTAINS IMPORTANT INFORMATION ABOUT NATIONAL OPIOID SETTLEMENTS.
SETTLEMENT OVERVIEW
Proposed nationwide settlement agreements ("Settlements") have been reached that would resolve opioid
litigation brought by states, local political subdivisions, and special districts against two pharmaceutical
manufacturers, Teva and Allergan ("Manufacturers"), and three pharmacies, CVS, Walgreens, and
Walmart ("Pharmacies"). Local political subdivisions and special districts are referred to as "subdivisions."
The Settlements require the settling Manufacturers and Pharmacies to pay billions of dollars to abate the
opioid epidemic. The Settlements total over$20 billion. Of this amount, approximately $17 billion will be
used by participating states and subdivisions to remediate and abate the impacts of the opioid crisis.
Depending on participation by states and subdivisions, the Settlements require:
• Teva to pay up to $3.34 billion over 13 years and to provide either $1.2 billion of its generic version
of the drug Narcan over 10 years or an agreed upon cash equivalent over 13 years;
• Allergan to pay up to $2.02 billion over 7 years;
• CVS to pay up to $4.90 billion over 10 years;
• Walgreens to pay up to $5.52 billion over 15 years; and
• Walmart to pay up to $2.74 billion in 2023, and all payments to be made within 6 years.
As provided under the Agreements, these figures are net of amounts attributable to prior settlements
between the Defendants and certain states/subdivisions, and include amounts for attorneys' fees and
costs.
The Settlements also contain injunctive relief governing opioid marketing, sale, distribution, and/or
dispensing practices.
Each of the proposed settlements has two key participation steps.
First, each eligible state decides whether to participate in each Settlement. A list of participating states for
each settlement can be found at https:Hnationalopioidsettlement.com.
Second, eligible subdivisions within each participating state decide whether to participate in each
Settlement. The more subdivisions that participate, the more funds flow to that state and its subdivisions.
Any subdivision that does not participate cannot directly share in any of the settlement funds, even if the
subdivision's state is settling and other participating subdivisions are sharing in settlement funds. If the
state does not participate in a particular Settlement, the subdivisions in that state are not eligible to
participate in that Settlement.
WHO IS RUBRIS INC. AND WHAT IS THE IMPLEMENTATION ADMINISTRATOR?
The Settlements provide that an Implementation Administrator will provide notice and manage the
collection of participation forms. Rubris Inc. is the Implementation Administrator for these new Settlements
and was also retained for the 2021 national opioid settlements.
WHY IS YOUR SUBDIVISION RECEIVING THIS NOTICE?
Your state has elected to participate in one or more of the Settlements with the Manufacturers and/or the
Pharmacies, and your subdivision may participate in those Settlements in which your state has elected to
participate. This notice is also sent directly to counsel for such subdivisions if the Implementation
Administrator has their information.
If you are represented by an attorney with respect to opioid claims, please contact them. Subdivisions
can participate in the Settlements whether or not they filed a lawsuit or are represented.
WHERE CAN YOU FIND MORE INFORMATION?
Detailed information about the Settlements, including each settlement agreement, may be found at:
https://nationalopioidsettlement.com. This website also includes information about how the Settlements
are being implemented in most states and how funds will be allocated within your state.
You are encouraged to review the settlement agreement terms and discuss the terms and benefits with
your counsel, your Attorney General's Office, and other contacts within your state. Information and
documents regarding the Settlements and your state allocation can be found on the settlement website at
https://nationalopioidsettlement.com.
Your subdivision will need to decide whether to participate in the proposed Settlements, and subdivisions
are encouraged to work through this process before the April 18, 2023 deadline.
HOW DO YOU PARTICIPATE IN THE SETTLEMENTS?
The Settlements require that you take affirmative steps to "opt in" to the Settlements.
In the next few weeks, you will receive documentation and instructions from the Implementation
Administrator or, in some cases, your Attorney General's Office. In order to participate in a settlement, a
subdivision must sign and return the required Participation Form for that settlement.
Please add the following email addresses to your"safe" list so emails do not go to spam /junk folders:
dse_na3(a�docusign.net and opioidsparticipation(a�rubris.com. Please monitor your email for the
Participation Forms and instructions.
All required documentation must be signed and returned on or before April 18, 2023.
�Agenda Tracker
ITEM NAME PROPOSED MINUTES DESCRIPTION
DATE
FY2024 Budget Summit IV 30-Jan-23 90 White Book
Approve Select Board Meeting Minutes
1/9/23
® ' r
Select Board Committee Appointment 6-Feb-23 0 HDC appointment for full member
Food Waste Pilot (5 min presentation and
10 min for questions—need direction for
Food Waste Pilot 6-Feb-23 15 the budget) on the January 23rd SB
meeting. Thanks. Could wait until Feb 6 but
thats as late as it can go.
Dave emailed: I would like to get the Zero
Waste Plan draft (about 10 min
Zero Waste Plan Draft 6-Feb-23 20 presentation and 10 min for questions— no
vote needed) Could wait until the FEb 6
meeting but thats as long as it could go.
This is a renewal of the existing lease for
LexFarm request to extend the current 6-Feb-23 10 LexFarm and a presentation to the SB. The
lease for an additional five-year term Town Manager is seeking authorization to
sign the lease.
Kelly received email request from a
neighborhood rep for traffic calming art
Proposed Street Art Pilot Project 6-Feb-23 20 pilot program. Kelly talked with Sheila and
TSG has been involved and knows about
it. sheila can come to rep the TSG. Told
woman that Jan is target
Maggie- 15 minutes (confirmed)
ATM 2023 Gerry Paul will present (20 mins)
presentationsm. (confirmed)
-AMEND THE GENERAL BYLAWS- Pat Costello and Vicki Blier-tax deferral
MUNICIPAL OPT-IN SPECIALIZED increase (10 mins)
STRETCH ENERGY CODE - Presenter-
Maggie Peard &Sustainable Lexington) Include positions chart
-AMEND GENERAL BYLAWS—TREE
BYLAW— INCREASE PROTECTED
TREE LOOK-BACK PERIOD Discuss Select Board Report to Town
-AMEND GENERAL BYLAWS—TREE 6-Feb-23 55 Meeting???
BYLAW—CHANGES TO TREE
COMMITTEE COMPOSITION
-ESTABLISH QUALIFICATIONS FOR
TAX DEFERRALS
Select Board Position and Presenters
Discuss Select Board Report to Town
Meeting?® ®
Frank Hseih, property owner at 3 Goffe
Road sought to purchase land from the
Request to approve License Agreement Town. In meeting wtih the resident, the
with property owner at 3 Goffe Road to 6-Feb-23 5 Town recommended a license allowing the
existing permit fence on town property fence to be on Town property. Town
Counsel has drafted a license agreement
for the Board's consideration.
White Book Budget Discussion 6-Feb-23 20 This is a follow up for any questions on the
White Book and FY24 Budget
This is to have a discussion on setting a
quarterly deadline of March with this ARPA
Discuss Scheduling for Review of any requests being on an April agenda and
ARPA Requests 6-Feb-23 5 whether the Board wishes to consider
Town Meeting technology needs and the
Center Charette as standalone items at the
next regular meeting.
bpectacle management xi event at Gary:
Approve One-Day Liquor License 13-Feb-23 0 Jake Shimabukuro 7/16
Approvals for Lions Club and 13-Feb-23 5 not ready to commit to date yet, still waiting
Lexington Minute Men , TCC for submission of requests
Sponsorship
1/18/22 Request submitted - Engineering
waiting for new plan
13-Feb-23 10 requested more detail,
design,-Stedman Road submission
This presentation will include the most
recent design information on the Solar
Canopies as approved by the HDC. In
addition to the
ATM 2023 Matt Dagget- confirmed
Wendy Mantz- confirmed
AMEND SECTION 135-4.4 OF THE ZONING
BYLAW-REDUCE RESIDENTIAL GROSS
FLOOR AREA(Citizen petition) 13-Feb-23 30
AMEND ZONING BYLAW-SPECIAL PERMIT
RESIDENTIAL DEVELOPMENT
Select Board Article Discussion and
Positions
This is to have staff present the current
market for two-way online systems for
Two-Way Communications Update 13-Feb-23 15 residents to use and the implications with
our other current systems we use (work
TMMA Presentation on Town Meeting 13-Feb-23 30 [his would be a tollow up cl-Iscus-Ison to
Information Improvement Bridger McGaw's memo dated 1/12/23
Bond counsel would like this voted at the
Bond Issuance Award 13-Feb-23 10 Feb 13th meeting
PLACEHOLDER- Discuss Deposit Carolyn suggested that we add this to an
Location(s) for Charitable Funds 13-Feb-23 15 agenda for discussion to vote to direct all
Donated to Town for"Where It's funds to one place
Needed Most"
To have a further discussion/decision on
Pay By Phone at Meters 13-Feb-23 10 whether all meters should be coins, credit
cards and paybyphone as options
Approve Select Board Meeting Minutes 27-Feb-23 0
The Planning Board is workign on the
updated plan, but the Planning Department
wants to present to the Select Board and
Update the Select Board on the Draft 27-Feb-23 15 obtain feedback prior to finalizing the plan
Updated TMO-11 Hartwell Area Plan. as the zoning requires the Planning Board
adopt the plan in consultation with the
Select Board.
The Open Space and Recreation Plan is
near completion. The final draft will be
available and open to the Public
Placeholder-Open Space and on/about 12/21-1/31, additionally,
Recreation Plan Review 27-Feb-23 30 another community meeting will be
held. The final review required is by the
Select Board. In reviewing the timeline,
would it be possible to hold a space on
the 2/27 Select Board agenda?
PLACEHOLDER-Tourism Committee More commonly referred to as the Visitors
Placeholder- Update on Project Tracker Select Board project, March date
Re-enactmentMarsha Baker from the Lexington Historical
Society has requested to present their idea
to have a 1
Preliminary Request for Reenactment to Lexington ot the Board at a January
of 200th Anniversary of Lafayette's Visit 15 meetings get initial consensus from the
to Lexington Select Board before they spend too much
time planning. (Marsha away in Feb/March)
Sandhya requested to be tentatively placed
TENTATIVE - Presentation -Wayfinding 15 on an agenda in mid-March to present
Signage in East Lexington wayfinding signs in East Lexington
SELECT BOARD WORK SESSION
Approve Select Board Meeting Minutes
Kelly spoke with Maggie Peard who was at
PLACEHOLDER- Energy Use a Sustainability meeting with Mark
Disclosure Update (requested for 15 Sandeen on 11/15 and he suggested she
Jan.lFeb. meeting) come to a SB meeting in Jan/Feb to
update on the energy use disclosure
PLACEHOLDER- Green Vehicle Policy Maggie Peard will provide an update on
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Town of Lexington
Town Manager's Office
James J. Malloy, Town Manager Tel: (781) 698-4540
Kelly E. Axtell, Deputy Town Manager Fax: (781) 861-2921
MEMORANDUM
TO: Select Board
FROM: Jim Malloy, Town Manager
DATE: February 3, 2022
RE: Weekly Update
The following is an update of activities for the week ending February 3, 2022:
Various Administrative Issues:
• EV Charging in Municipal Lots—The Board had asked whether the EV Chargers also charged
parking overnight. I asked Maggie Peard look into this and she indicated the EV Chargers are on
the following schedule for the parking fee ($0.50/hr in addition to the energy charge):
Mon-Fri - 8AM to 6 PM
Sat- 9 AM to 5 PM
The remaining period overnight there is no charge. However, I also asked Annemarie Kelleher in
the PD for what they have as the times in which fees are charged (outside of the EV Chargers) and
she indicated the following schedule for the parking fee ($0.50 per hour):
Mon-Sat 8AM to 8 PM
The other issue is related to the following section of the Town's Traffic Rules/Regulations:
§192-23 All Night Parking
It shall be unlawful for the driver of any vehicle, other than one acting in an emergency, to park
said vehicle on any street or any municipal off-street parking area for a period of time longer than
one hour between the hours of 2:00 a.m. and 6:00 a.m. of any day except in official governmental
capacity.
The Board had indicated that there was an interest in allowing EV owners to use the EV chargers
overnight (I assume there is not an interest in requiring them to move their vehicles after an hour of
charging between 2 AM and 6 AM). I've placed this on the March 8th Select Board meeting for
consideration of the following:
1. Amend the EV charger parking rates to correspond with the Police Department's enforcement
and change the $0.50 parking charge to be between 8 AM and 8 PM Monday through Saturday.
1625 MAS SACHUSETTS AVENUE•LEXINGTON,MAS SACHUSETTS 02420
2. Amend §192-23 All Night Parking to read:
It shall be unlawful for the driver of any vehicle, other than one acting in an emergency, to park
said vehicle on any street or any municipal off-street parking area for a period of time longer
than one hour between the hours of 2:00 a.m. and 6:00 a.m. of any day except in official
governmental capacity with the exception of vehicles parked at EV Chargers in which there
will be no time limitation between 8 PM to 8 AM.
• The Board had asked for an analysis on the cost of adding hands-free restroom fixtures across town
buildings. The Recreation Director, DPF staff and DPW staff have reviewed this and provided the
attached analysis for the Board to consider adding to the Participatory Budgeting when it goes out
to vote by residents.
• Kathy Santos, Webmaster for the Town has announced her retirement date of April 7, 2023. While
we will all miss Kathy's expertise, we all wish her the best in her well-deserved retirement!
• Attached please find the weekly agenda tracker.
Fire Department:
• James Robinson, Management Fellow and Derek Sencabaugh, Fire Chief have undertaken a survey
of fire department EMS fees using the following metrics:
Lexington v. COMSTAR Top 50
Lexington v. Total List Average (w/ Lex)
Lexington v. Total List Average (w/out Lex)
Lexington v. Comparison Communities Average (w/Lex)
Lexington v. Comparison Communities Average (w/out Lex)
The study found that Lexington EMS Fees are significantly under market rates. This item is on an
upcoming agenda (currently 3/8/23, but this may be changed due to Town Meeting, etc.) for the
Select Board's consideration to increase EMS fees based on this study. The results of the study are
attached for the Board's preview.
Cary Library:
• Attached is the flyer for February events at the Library. Lots of great programs honoring Black
History Month and a program about the history of chocolate in Massachusetts (Don't forget,
February 14th is Valentine's Day, and chocolates are a good gift for your sweetheart!).
• Here's a list of the st r u ste tits es i for anyone curious in knowing what Lexington
..............................................................................................................................................................................................was reading last year.
Land Use Health and Development:
• Public Hearing on Wed Feb. 8:
Article 33 —Amend Zoning Bylaw section on Special Permit Residential Developments to
incentivize smaller homes
• Continued public hearing for Planning Board's proposed zoning amendment articles 34-39. Board
will begin deliberating on their zoning amendment public hearings opened on February 1st.
Public Hearing on Wed. Feb. 15:
Public Hearing on Article 40 - Citizen Petition to limit residential gross floor area
Human Services:
• In late December, Human Services submitted a brief proposal to Northeastern University for the
Ad Hoc Transportation Committee work to be considered for a Graduate Policy Class Capstone
Project. Given the tight timeline that was outlined in the Committee Charge, it seemed that more
support to complete the action items would be needed. We are excited to announce that the
Capstone class selected our proposal (among others) and will be working with the Ad Hoc
Committee to assess the Lexpress service. We had a kickoff meeting last week where the team of
5 graduate students met with Melissa Interess. The students will each spend up to 10 hours/week
(50 total hours per week!) on the project. The team has a tight timeline with their class
deliverables. Their final reports are due for the class in mid-April. The team will be meeting with
Susan Barrett and Jim Malloy and will be connected to the Ad Hoc Committee as soon as
appointments are in place, hopefully as soon as possible to make best use of the time together.
Public Facilities:
• Attached please find the monthly report from Dore & Whittier for the month of January for
construction progress on the Lexington Police Station. We will be endeavoring to provide this
report every month throughout the project to keep the Board and other apprised of progress and any
issues.
Town Building Calculations for Hands Free Restroom Upgrades
Toilets and urinals Hand Dryers Lavatory Sinks Auto Soap Auto
Community Center
Count 18 4 14 8
Unit cost $ 1,000.00 $ 1,000.00 $ 1,500.00 $ - $
Project cost $18,000.00 $4,000.00 $21,000.00 $0.00
Public Service Building
Count 6 0 6 6
Unit cost $1,000.00 $1,000.00 $1,500.00 $0.00
Project cost $ 6,000.00 $ - $ 9,000.00 $ - $
Cary Library
Count 10 2 14 6
Unit cost $ 1,000.00 $ 1,000.00 $ 1,500.00 $ - $
Project cost $ 10,000.00 $ 2,000.00 $ 21,000.00 $ - $
Cary Memorial Building N/A Done N/A Done N/i
Count 13 2 7 5
Unit cost $ 1,000.00 $ 1,000.00
Project cost $ 13,000.00 $ 2,000.00 $ - $ - $
Town Office Building
Count 13 0 8 11
Unit cost $ 1,000.00 $ 1,000.00 $ 1,500.00 $ - $
Project cost $ 13,000.00 $ - $ 12,000.00 $ - $
Pool Complex
Count 12 2 11 5
Unit cost $ 1,000.00 $ 1,000.00 $ 1,500.00 $ - $
Project cost $ 12,000.00 $ 2,000.00 $ 16,500.00 $ - $
Lincoln Field N/A Done
Count 4 2 4
Unit cost $ - $ 1,000.00 $ 1,500.00
Project cost $ - $ 2,000.00 $ 6,000.00 $ - $
Golf Club House
Count 3 2 2 2
Unit cost $ 1,000.00 $ 1,000.00 $ 1,500.00
Project cost $ 3,000.00 $ 2,000.00 $ 3,000.00 $ - $
Total $75,000.00 $14,000.00 $88,500.00 $0.00
*Note-the Center Rec Complex restrooms and the Reservoir restrooms will be completed as part of the 2023 Calendar Yi
Age, nd, a Tracker
ITEM NAME PROPOSED MINUTES DESCRIPTION
DATE
Exemption I Opioid Discussion/Decision-Making on whether the
Settlement Discussion 6-Feb-23 10 Town should enter an additional settlement
(with different drug companies on opioids/
Approve Select Board
1/9/23
® a r
Cole,Meeting Minutes
Select Board Committee 6-Feb-23 0 HDC appointment for full member
Appointment
Select Board Committee Steve
Jr. resigning from the
effective immediately
Town Manager Committee 6-Feb-23 0 Re-Appoint Tom Romano to the Youth
Reappointment Commission
Food Waste Pilot (5 min presentation and 10
min for questions—need direction for the
Food Waste Pilot 6-Feb-23 15 budget) on the January 23rd SB meeting.
Thanks. Could wait until Feb 6 but thats as
late as it can go.
Dave emailed: I would like to get the Zero
Waste Plan draft (about 10 min presentation
Zero Waste Plan Draft 6-Feb-23 20 and 10 min for questions— no vote needed)
Could wait until the FEb 6 meeting but thats,
as long as it could go.
LexFarm request to This is a renewal of the existing lease for
extend the current lease LexFarm and a presentation to the SB. The
for an additional five-year 6-Feb-23 10 Town Manager is seeking authorization to
term - presentation added sign the lease.
to Novus on 1/30
Maggie- 15 minutes (confirmed)
Gerry Paul will present (20 mins) (confirmed)
ATM 2023 Pat Costello and Vicki Blier-tax deferral
presentations: increase (10 mins)
-AMEND THE GENERAL
BYLAWS- MUNICIPAL
OPT-IN SPECIALIZED Include positions chart
STRETCH ENERGY CODE
- Presenter-Maggie Peard Discuss Select Board Report to Town
& Sustainable Lexington) Meeting???
-AMEND GENERAL
BYLAWS—TREE BYLAW
— INCREASE PROTECTED
TREE LOOK-BACK
PERIOD
-AMEND GENERAL 6-Feb-23 60
BYLAWS—TREE BYLAW
—CHANGES TO TREE
COMMITTEE
COMPOSITION
QUALIFICATIONS FOR
TAX DEFERRALS
Select Board Position and
Presenters
Discuss Select Board
Report to Town
Meeting?® ® ®
Frank Hseih, property owner at 3 Goffe
Request to approve Road sought to purchase land from the
License Agreement with ® In meeting wtih the resident,
Day Event Approvals for not ready to commit to date yet, still waiting
Lions Club and Lexington 13-Feb-23 5 for submission of requests
Minute Men, TCC
Sponsorship
Placeholder Grant of 1/18/22 Request submitted - Engineering
23 10 requested more
waiting for new plan
® detail,
design,Stedman Road submission
This presentation will include the most
recent design information on the Solar
Canopies as approved by the HDC. In
addition to the
a brief analysis of the
separately,building energy consumption vs the energy
produced by the solar canopy system. This
project will be presented to Annual Town
Police Station Solar Meeting and will be funded either by bonding
Update and Decision 13-Feb-23 30 or with free cash.
Timeline is Annual Town Meeting for
approval. Construction will be in two phases.
If the project is approved, the site work will
be put out to bid immediately. The structure
and the solar panels will be bid
This is the budget that was presented on
FY24 Budget Vote later in the summer of 2023.
23 15 1/30 and discussed on 2/6 with a final vote
requested for 2/13
Melissa Battite has asked to present
Recreation Fee Increase 13-Feb-23 15 Recreation Department Fee Increases for
the upcoming year.
ATM 2023 Matt Dagget- confirmed
Wendy Manz- confirmed
AMEND SECTION 135-4.4 OF
THE ZONING BYLAW-
REDUCE RESIDENTIAL
GROSS FLOOR AREA
(Citizen petition)
13-Feb-23 30
AMEND ZONING BYLAW-
SPECIAL PERMIT
RESIDENTIAL
DEVELOPMENT-JOINT
MEETING??
TMMA Presentation on This would be a follow up discusison to
Town Meeting Information 13-Feb-23 30 Bridger McGaw's memo dated 1/12/23
Improvement
Bond counsel would like this voted at the
Bond Issuance Award 13-Feb-23 10 Feb 13th meeting
Participatory Budgeting 13-Feb-23 15 Final determination on what will go before
Final Decision voters on the PB funding projects.
To have a further discussion/decision on
Pay By Phone at Meters 13-Feb-23 5 whether all meters should be coins, credit
cards and paybyphone as options
Approve Select Board 27-Feb-23 0
Meeting Minutes
Select Board Committee 27-Feb-23 0 Affordable Housing Trust Board of Trustees
Appointments
The Planning Board is workign on the
updated plan, but the Planning Department
Update the Select Board wants to present to the Select Board and
on the Draft Updated TMO- 27-Feb-23 15 obtain feedback prior to finalizing the plan as
I Hartwell Area Plan. the zoning requires the Planning Board
adopt the plan in consultation with the Select
The Open Space and Recreation Plan is
near completion. The final draft will be
Placeholder-Open Space available and open to the Public on/about
and Recreation Plan 27-Feb-23 30 12/21-1/31, additionally, another
community meeting will be held. The final
Review review required is by the Select Board. In
reviewing the timeline, would it be
possible to hold a space on the 2/27
Select Board agenda?
PLACEHOLDER-Tourism More commonly referred to as the Visitors
Recommendations for 27-Feb-23 15 unanimously approved at Tourism
Zone B of Battle Green Committee meeting on Committee Center Lawn (recommendations
Meeting;
Parking Lot Parking Fee At a recent Select Board meeting there was
Discussion a question regarding the parking fees
charged at the EV spots in public parking
areas. Contradictory times exist and a
8-Mar-23 15 uniform time should be established.
Additionally, there is a section of the parking
regulations that needs to be amended for
the EV chargers.
Placeholder- Update on Follow up items from 1/11/23 Retreat-
Project Tracker(JP), 8-Mar-23 Select Board project, March date
Communication Matrix committments of project status
The policy adopted by the Select Board and
School Committee in 2020 requires that the
Select Board and School Committee jointly
Discussion on appoint a Committee to review the policy
establishing a Committee every three years (2023 is the third year).
to review the Integrated 8-Mar-23 The Select Board should vote to create the
Building Design and Committee and then invite the School
Construction Policy Committee into a discussion to determine
how to make the joint appointment.
The Fire Department and James Robinson
have undertaken a fee survey of area towns
Fire Department EMS Fee 8-Mar-23 and towns throughout the Commonwealth
Survey and found that Lexington's fees are
significantly low for EMS. Staff will present
recommended fee increases.
This is an Intermunicipal Agreement for a
Tri-Ton Health Services 8-Mar-23 10 grant program to provide Health Services
Agreement among the Towns of Burlington, Lexington
and Wilmington.
Presentation on the results of the Tree
Tree Canopy Study 8-Mar-23 20 Canopy Study
Marsha Baker from the Lexington Historical
Society has requested to present their idea
Preliminary Request for to have a Re-enactment of Layfayette's vit to
Reenactment of 200th 15 Lexington ot the Board at a January
Anniversary of Lafayette's meetings get initial consensus from the
Visit to Lexington Select Board before they spend too much
time planning. (Marsha away in Feb/March)
TENTATIVE - Presentation Sandhya requested to be tentatively placed
AppointmentSelect Board Committee Mina Makarious/Anderson & Krieger LLP to
Gordon
Counsel;
Month;
Reappointment Jones I I I seeking reappointment to the
Registrars of Voters- both expire on 3/31
Approve and Sign April is Autism Awareness and Acceptance
Proclamations -Autism National Public Safety
Awareness and 0 proclamations)
Acceptance Month,
National Public Safety
Telecommunicators Week
Approve Select Board
Meeting Minutes
PLACEHOLDER- Energy Kelly spoke with Maggie Peard who was at a
Use Disclosure Update Sustainability meeting with Mark Sandeen
(requested for Jan.lFeb. 15 on 11/15 and he suggested she come to a
SB meeting in Jan/Feb to update on the
meeting) energy use disclosure
PLACEHOLDER- Green Maggie Peard will provide an update on
Vehicle Policy Update 15 where the Town is in tracking the vehicle
(requested for Jan.lFeb. type and replacement
This will be the quarterly ARPA request coming
ARPA Requests/Decisions 20 before the Select Board for decision making as
per previous discussions.
Approve and Sign Awards Minuteman Cane Outstanding Youth of
® Award;®
for Patriots' Day 2023 0
ngton
Award
(to
gned prior to awarding
at Patriots' Day)
Approve and Sign National Library Week
/ / 4/28
Proclamations - National 0 (annual proclamations)
Library Week- Arbor Day
PLACEHOLDER
Jill
........................
............
................................... In ..........
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DO. PE WHITTIER
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Construction Progress Update
Work Completed : January 2023
*In the month of January we encountered several days of weather(snow/rain)
*Continued excavation and subgrade prep/compaction for foundations
Continue to form, install rebar, and place foundation footings,walls and columns
•JDC Demobilized the first day of the month and removed the last load of demolition materials.
*Due to the excavation required for foundation demolition, it was determined there was a small amount petroleum
contaminated soil in an area where there was a previously removed oil tank
*Vanaria Construction continued to excavate and backfill around this area with structural material while waiting for
testing and a resolution. St. Croix started Building footing forms on the South side to avoid the contaminated area
92 small piles of petroleum contaminated soils were placed on tarps and protected in place until further testing could be
complete
*On January 13 Fuss&ONeil drilled 6 test holes surrounding the contaminated area and tested soil samples to determine
the extent of oil infiltration. Five of the surrounding holes tested 0 ppm.— 1 hole tested at 650 ppm. F&O determined the
infiltration was not significant and gave the authorization to cover and proceed with backfill
Work Scheduled : February 2023
*Removal of two piles of petroleum contaminated soils to appropriate receiving facility
*Completion of all footings,walls, columns
*Continued excavation and compaction to support foundation work
*On or about the first week of February we anticipate the structural steel to begin to be delivered to the project and
erection to begin
*Continue sitework and support of steel installation
If you would like to view the live progress on the project, please see the site camera link below:
https://www.senserasystems.com/public/embed/3M7823846H8Z
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ATTACHMENT A
Construction Schedule
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All Foundations Complete - 2/2/23
Start Structural Steel - 2/3/23
Start Concrete Slabs - 3/10/23
Start Exterior Wall - 4/4/23
Start Interior Construction - 6/8/23
Finish Building Exterior - 10/5/23
First Floor Interior Complete - 1/15/24
Second Floor Interior Complete - 1/23/24
Designer Punch List Complete - 2/6/24
Substantial Completion - 3/12/24
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AGENDA ITEM SUMMARY
LEXINGTON SELECT BOARD MEETING
AGENDA ITEM TITLE:
Approve Select Board Meeting Minutes
PRESENTER:TER• ITEM
S
NUMBER:
Jill Hai, S elect Board Chair
C.1
SUMMARY:
Category:Decision-Making
The Board is being asked to approve and release the fo llo wing sets of meeting minutes:
• December 12, 2022 Select Board
• December 19, 2022 Select Board
• January 9, 2023 Select Board
SUGGESTED MOTION:
To approve and release the fo llo wing meeting minutes:
• December 12, 2022 Select Board
• December 19, 2022 Select Board
• January 9, 2023 Select Board
Move to approve the consent.
FOLLOW-UP:
Select Board O ffic e
DATE AND APPROXIMATE TIME ON AGENDA:
2/6/2023
ATTACHMENTS:
Description Type
I
F) DRA F''T 12122022,Select I 3()ard Min.utes Backup Material
F) I)RAFT 12192022 Select 13oard.M.imltes I kackup Material
F) Draft 01092,023 Select F.-k.)ard.IvIinuiltes Material
i
SELECT BOARD MEETING
December 12, 2022
A remote participation meeting of the Lexington Select Board was called to order at 6:31 p.m. on
Monday, December 12, 2022 via hybrid participation. Ms. Hai, Chair; Mr. Lucente; Vice Chair, Mr. Pato,
Ms. Barry, and Mr. Sandeen were present, as well as Mr. Malloy, Town Manager; Ms. Axtell, Deputy
Town Manager; and Ms. Katzenback, Executive Clerk.
Ms. Hai stated that the meeting was being conducted via Zoom as posted, with the agenda on the Town's
website. This is a work session of the Board. The Board expressed condolences to the family and friends
of Bill Kennedy, who recently passed away. The Board thanked Mr. Kennedy for his volunteer efforts for
the Town over many years. It was noted that the Battle Green flag will be lowered for Mr. Kennedy at the
appropriate time.
CONSENT AGENDA
1. Application: One-Day Liquor License—Middlesex Community College Foundation
Celebrity Forum Featuring Kal Penn, 1605 Massachusetts Avenue
To approve a One-Day Liquor License for the Middlesex Community College Foundation, Inc. to serve
beer, wine, and spirits in Battin Hall and the lobby of Cary Memorial Building, 1605 Massachusetts
Avenue, for the purpose of the Middlesex Community College Foundation Celebrity Forum featuring Kal
Penn on Wednesday, December 14, 2022 from 5:OOpm to 10:OOpm.
2. Amendment to One-Day Liquor License—The Anthem Group's Lexington Winter Garden,
1875 Massachusetts Avenue-Date Change
To approve the amendment to the Anthem Group's One-Day Liquor License for the change in event date
from Saturday, December 3, 2022 to Sunday, December 18, 2022 for the purpose of serving beer and
wine in a beer garden within a cordoned off area on the Visitors Center Lawn, 1875 Massachusetts
Avenue during the Lexington Winter Garden from 12:OOpm to 6:OOpm and all other details remaining the
same as approved in the original request.
3. Amendment to Entertainment License—The Anthem Group's Lexington Winter Garden,
1875 Massachusetts Avenue-Date Change
To approve the amendment to the Anthem Group's Entertainment License for the change in event date
from Saturday, December 3, 2022 to Sunday, December 18, 2022 for the purpose of providing a live
musical performance for patrons of the Lexington Winter Garden event to take place from 12:OOpm to
6:OOpm on the Visitors Center Lawn, 1875 Massachusetts Avenue and all other details remaining the
same as approved in the original request.
VOTE: Upon a motion duly made and seconded,by roll call,the Select Board voted 5-0 to approve the
Consent Agenda.
ITEMS FOR INDIVIDUAL CONSIDERATION
1. Select Board Work Session
• Discuss Draft Town Manager Performance Evaluation
Ms. Hai stated that the purpose of this process is to invite respectful and productive conversation. There
will be no public comment taken at this time,but the public may email Board members at any time,using
the appropriate email address. The Board is required to review the Town Manager and his goals, as
i
specified in the guidelines. The Board provides concrete feedback to facilitate development and
maintenance of the professional management team. The Board has developed an evaluation process to
meet these goals that complies with the confines of open meeting law, which requires that discussions be
had in public meetings. Consequently, each member of the Board independently ranked the Town
Manager on a series of performance areas,which are deemed key competencies, and then answered
several narrative questions. The Executive Clerk compiles all of those elements into one document which
is broken into five individual performance evaluations, aggregated into a single document. The direction
from different Board members may be in conflict and that is not an ideal way to perform this process.
Last year,the Board included a 360 Review, which was conducted by an outside provider. This year that
tool was replaced with individual interviews conducted by two members of the Select Board.
Additionally,the Town Manager provides a self-evaluation to the Board. Mr. Malloy also distributed a
response memo to the Board today. This is the first opportunity for the Board and Mr. Malloy to discuss
all of these documents. The goal this evening is to evaluate and integrate the information into a collective
position,with constructive guidance for Mr. Malloy moving into his new contract year. This will be put
into a final review document,which will come back to the Board for a final vote. The purpose of this
conversation is to focus on how to move forward together, operating for the continuing betterment of the
community. These documents are the results of a process in which many people gave input. This review
involves constructive feedback identifying strengths, as well as areas for improvement.
Mr. Malloy thanked the Board for the positive comments on financial management, supporting economic
development, and developing and carrying through with the capital stabilization framework. There are a
number of areas the Board indicated needed improvement, which he addressed in greater detail in the
memo. Mr. Malloy requested that the Board discuss the goal setting process. He stated that he would
prefer an aggregated performance evaluation versus individual evaluations. He asked that the Board
consider its preferences as to how it wants to receive communications. He thanked the Board for this
process, while noting his disappointment in the overall review.
Ms. Hai stated that collective, constructive guidance is strived for in this discussion. The Board is looking
to find a unified direction in both individual key competencies and in terms of diversions of thoughts, as
this is a single integrated review.
The Board reviewed a number of the items included in the evaluation. It was determined that the Board
will continue this review in January, focusing on the questions raised by Mr. Malloy and the end section
of the evaluation,regarding expectations moving forward.
DOCUMENTS: DRAFT Select Board Working Document for 12-12-2022 Meeting-2022 Town
Manager Review Key Competency Area&Narrative Section, Outline Document for TM 360 interviews,
JH,JP Narrative -Town Manager Performance Review 360 Narrative, 2022.10.03 JM Memo to Select
Board- Self Evaluation, 2021-2022 Town Manager Goal Priorities, Town Manager Response to
Performance Evaluation and Comments
ADJOURN
VOTE: Upon a motion duly made and seconded,by roll call,the Select Board voted 5-0 to ad j ourn the
meeting at 8:46pm.
A true record; Attest:
Kristan Patenaude
Recording Secretary
SELECT BOARD MEETING
December 19, 2022
A remote participation meeting of the Lexington Select Board was called to order at 6:31 p.m. on
Monday, December 19,2022 via remote participation. Ms. Hai, Chair; Mr. Lucente;Vice Chair,Mr. Pato,
Ms. Barry, and Mr. Sandeen were present, as well as Ms. Axtell, Deputy Town Manager; and Ms.
Katzenback, Executive Clerk.
Ms. Hai stated that the meeting was being conducted via Zoom as posted, with the agenda on the Town's
website.
PUBLIC COMMENTS
None at this time.
SELECT BOARD MEMBER CONCERNS AND LIAISON REPORTS
1. Select Board Members Concerns and Liaison Reports
Ms. Hai noted that she and Mr. Lucente met, along with the Economic Development staff and members of
Lexington Minuteman, with the French Consul General and his Education& Culture Manager.
Mr. Pato stated that he did not file a correspondence report this week, due to time. The Board received
five or six messages from the public to be included in the January report, several of which were for items
to be discussed today.
DOCUMENTS: Select Board Concerns and Liaison Reports-December 19, 2022
TOWN MANAGER REPORT
1. Town Manager Weekly Update
Ms. Axtell stated that she had nothing further to include at this time.
DOCUMENTS: Weekly Update 12-9-22, Weekly Update 12-16-22
CONSENT AGENDA
1. Application: One-Day Liquor Licenses—Spectacle Management,Inc., 1605 Massachusetts
Avenue
• Handel&Haydn Society
• The Moody Blues'John Lodge Performs Days of Future Passed
To approve two One-Day Liquor Licenses for Spectacle Management, Inc. to serve beer and wine in the
lobby of Cary Memorial Building, 1605 Massachusetts Avenue, for the purpose of two events as follows:
Handel&Haydn Society Concert, Saturday,January 28,2023 from 7:OOpm to 11:OOpm and The Moody
Blues'John Lodge Performs Days of Future Passed Concert, Saturday,February 18, 2023 from 7:OOpm to
I I:Oopm.
2. Battle Green Use/Walk Request- IOt'Annual Martin Luther King Jr. (MLK)Day of
Service
To approve the request of the Town Celebrations Committee/MLK Day of Service group for the 2023
Lexington MLK Day Commemoration on Monday,January 16, 2023,to include use of the Battle Green
and a walk along Massachusetts Avenue to the Cary Memorial Building.
DOCUMENTS: 2023 MLK Day Event
3. Approve Select Board Meeting Minutes
To approve and release the Select Board meeting minutes of:
• November 2, 2022
• November 7, 2022
• November 14, 2022
• November 28, 2022
DOCUMENTS: DRAFT 11022022 Select Board, DRAFT 11072022 Select Board, DRAFT 11142022
Select Board, DRAFT 11282022 Select Board
4. 2023 Class II License Renewals
To approve the 2023 Annual Class II License Renewals for the following businesses:
CLASS II
Lexington Auto Center, Inc. - 1095 Massachusetts Avenue
Lexington Auto Service, Inc. - 39 Bedford Street
5. 2023 Common Victualler License Renewals
To approve the 2023 Annual Common Victualler License Renewals for the following businesses:
COMMON VICTUALLER
Akame Nigiri and Sake - 1707 Massachusetts Avenue#2
Alexander's Pizza- 180 Bedford Street
Beijing Chinese Dining- 1709 Massachusetts Avenue
Clay Oven Indian Restaurant- 1666 Massachusetts Avenue
CoCo Fresh Tea and Juice - 1764 Massachusetts Avenue
Dunkin Donuts - 10 Woburn Street
Dunkin Donuts - 141 Massachusetts Avenue
Dunkin Donuts -277 Bedford Street
Dunkin Donuts -323 Marrett Road
Inn at Hastings Park-2013-2027
Massachusetts Avenue Ixtapa Cantina- 177 Massachusetts Avenue
Lexington Golf Club- 55 Hill Street
6. 2023 Entertainment License Renewals
To approve the 2023 Annual Entertainment License Renewals for the following businesses:
ENTERTAINMENT
Beijing Chinese Dining- 1709 Massachusetts Avenue
Clay Oven Indian Restaurant- 1666 Massachusetts Avenue
Inn at Hastings Park-2013-2027 Massachusetts Avenue
7. 2023 Innholder License Renewals
To approve the 2023 Annual Innholder License Renewal for the following business:
INNHOLDER
Inn at Hastings Park-2013-2027 Massachusetts Avenue
8. 2023 Liquor License Renewals
To approve the following 2023 Annual Liquor License Renewals:
ALL ALCOHOL/RESTAURANTS
Beijing Cuisine - 1709 Massachusetts Avenue
Clay Oven Indian Restaurant- 1666 Massachusetts Avenue
it Casale- 1727 Massachusetts Avenue
Ixtapa Cantina- 177 Massachusetts Avenue
Royal India Bistro- 7 Meriam Street
Via Lago- 1845 Massachusetts Avenue
ALL ALCOHOL/INNHOLDER
Aloft Hotel-727 Marrett Road—A
Element Hotel- 727 Marrett Road—B
Inn at Hastings Park-2013-2027 Massachusetts Avenue
WINE/MALT
Akame Nigiri & Sake- 1707 Massachusetts Avenue Unit#2
Fiorellas-25 Waltham Street
Marios- 1733 Massachusetts Avenue
Upper Crust-41 Waltham Street
CLUBS
Knights of Columbus- 177 Bedford Street VFW-2 Hayes Lane
VOTE: Upon a motion duly made and seconded,by roll call,the Select Board voted 5-0 to approve the
Consent Agenda.
ITEMS FOR INDIVIDUAL CONSIDERATION
1. Lexington Citizens' Academy Graduation
James Robinson, Management Fellow,reviewed Lexington Citizen's Academy, now in its 14th year. At
Lexington Citizens'Academy, residents meet once a week in the evenings to learn about local
government, specifically, the role each department plays in serving the public. The goal of the program is
citizen engagement, and the program is designed to connect residents with the Select Board and Town
staff, as well as encouraging participation on Town committees/boards and as Town Meeting Members.
Nancy White, Lexington Citizen's Academy participant, stated that this experience exceeded her
expectations. The focus on excellence in Lexington runs through all of the Town Departments.
Ms. Hai announced the 2022 Citizen's Academy graduates: Sarah Morrison,Nancy White,Purvi Mavchi,
Pamela Thornton-Richter,Alexis Porras, Jon Wakelin, Theresa Carilli, Michelle Race, Matt Tierney, Jay
Luker,Nandini Kshatriya, Julie Barker, Ravi Gudipati,Barbara Tarrh, Shilpa Atnoor, Kathryn Roy, Jenny
Xieyi Cai, Gunj an Goswami Sinha, Qiumei Du, Laura DeAmato,Norbert DeAmato,Nanette Byrnes,
Vlad Antohi, Melissa Talal,Mark Steere, Raquel Leder, Dahua Pan, Samuel Ang, Kiruthika
Ramakrishnan.
The Board offered its thanks and congratulations to the graduates.
DOCUMENTS: 2022 Lexington Citizens'Academy List of Graduates
2. Review Draft Article List for 2023 Annual Town Meeting
Kelly Axtell reviewed the draft article list for the 2023 Annual Town Meeting. The draft warrant will be
signed on January 23, 2023, and presentations on the articles will also begin that evening. Presentations
will carry through the months of February and into March 2023 as needed in preparation for the annual
town meeting. Annual Town Meeting begins on March 20, 2023.
DOCUMENTS: 2023 ATM DRAFT ARTICLE LIST
3. Review and Approve Transportation Safety Group Recommendations for Amendments to
§192 Traffic Rules and Orders
• §192-5 3(D) (2) Obedience to Traffic Control Signals—Red
o No Right on Red for Massachusetts Avenue and Maple Street Intersection
• §192-69 Twenty-Mile-Per-Hour School Zones
o 20 MPH School Zone on Concord Avenue for the Cotting School
• §192-10 Schedule 7 Traffic Signs and Signals
o Stop Sign on Alcott Road at Thoreau Road
o Stop Sign on wood Street at Hartwell Avenue
o Stop Sign on Stedman Road at Allen Street
Sheila Page, Coordinator for the Transportation Safety Group, explained that there are five
recommendations of amendments to Chapter 192: Traffic Rules and Regulations. Regarding the
recommendation for a 20-mph school safety zone at the Cotting School, one of the State requirements is
that the school safety zone include a crosswalk. Two years ago,the Cotting School installed the crosswalk
and so the Transportation Safety Group is now recommending this safety zone,with six signs to signify
this.
Mr. Pato stated that the Board received one public comment in support of this recommendation. Ms. Hai
noted that the School also submitted a letter of support.
Ms. Page explained that the Group received two requests over a two-month period for a No Right on Red
sign,to be posted at the intersection of Maple Street and Massachusetts Ave. The No Turn on Red sign is
proposed to be pedestrian activated. This will be an LED-illuminated sign. An additional sign is proposed
across the intersection as well. This will be considered a pilot program for this type of sign.
Mr. Pato noted that he has had difficulties crossing this intersection as a pedestrian and supports the
proposal. He explained that he Board received two public comments on this item. One dealt with a
concern with this impeding the flow of traffic. However,the Group has explained that this light will only
turn on when activated by a pedestrian.
Mr. Sandeen stated that recent studies show that permitting Right Turn on Red may have some negative
impacts for pedestrians and bicyclists. He asked if Town staff has data on trends for crashes, injuries, and
fatalities for pedestrians and bicyclists due to Right Turn on Red.
Ross Morrow stated that, while he does not have any data, he has witnessed first-hand several near misses
occurring at this intersection, due to cars turning red on right when pedestrians are present.
Catherine Sullivan stated that, 3-5 years ago, she was so close to having been hit by a car at this
intersection that she called the police. This exact same thing also happened to her approximately two
years ago. She supports this proposal.
Ms. Page explained that the Group received a number of requests from cyclists regarding a few stop sign
proposals, at the intersections of Wood Street at Hartwell Avenue, Stedman Road at Allen Street, and
Alcott Road at Thoreau Road.
Mr. Lucente suggested putting the line further out onto Hartwell Avenue at the intersection, due to sight
liens at this location. Ms. Hai requested that this treatment be considered.
Mr. Pato stated that one public comment letter opposed to the stop sign at Wood Street and Hartwell
Avenue was received.
VOTE: Upon a motion duly made and seconded,by roll call,the Select Board voted 5-0 to amend
Chapter 192 of the Code of Lexington as follows:
§ 192-53(D) (2) Obedience to traffic control signals—Red
No driver of a vehicle facing a circular red signal indication shall make a right turn where the official
traffic signs are installed and maintained prohibiting such turn at the following intersections:
Street Direction of Travel At Intersection of
Maple Street Southbound Massachusetts Avenue
Massachusetts Avenue Westbound Maple Street
VOTE: Further to amend Chapter 192 of the Code of Lexington as follows:
§192-69 Twenty-mile-per-hour school zones:
School Street Limits Time
Cotting School Concord Avenue Between 481 Concord 8:00 a.m. to 4:00 p.m.
Avenue and 411 Concord Monday through Friday
Avenue
VOTE: Further to amend Chapter 192 of the Code of Lexington as follows:
§192-10 schedule 7: Stop signs and YIELD Signs
STREET LOCATION REGULATION
Alcott Road at Thoreau Road Stop
Stedman Road at Allen Street Stop
Wood Street at Hartwell Avenue Stop
DOCUMENTS: TSGPresentation on Recommendations,Memo on Right Turn Prohibition,Maple Street
-Right Turn Prohibition, Memo on Stop Signs, Stop Signs, Memo on School Zone, School Zone, Cotting
School Letter of Support-Traffic Regulation School Zone for Cotting School on Concord Avenue,Phil
Press Letter of support for Traffic Regulations Cotting School
4. Discuss Inviting Public Back Into the Select Board Meeting Room
Ms. Hai stated that the Select Board has had preliminary discussions regarding a return to in-person
meetings. With the addition of both a free-standing air purifier and the CO2 monitor to the Select Board
Meeting Room,the Select Board will consider resuming in-person attendance for Select Board meetings
effective Monday, January 9, 2023. Drill session will be run to make sure that the IT in the room will
work well, and a second owl is proposed to be added to the room.
Mr. Lucente stated that other committees in Town are meeting in-person, remotely, and hybrid. He
believes this Board needs to experiment more with a true hybrid solution,to set an example for other
groups.
Mr. Pato stated that he supports opening meetings up to the public,though he encouraged those who do
attend to wear masks. He stated that he plans to continue to attend remotely at this time, due to breathing
issues. He stated that he has a concern with how speaking requests from those who are remote will be
integrated with requests from those present in the room.
Ms. Hai noted that Board members will have to have a strict attendance to raising hands, instead of
jumping in.
Mr. Sandeen agreed with Mr. Pato's concerns regarding fairness and equity of being able to speak
whether in-person or remote.
Ms. Barry stated that the public needs to be let back into Board meetings.
The Board agreed that it did not need a vote on this item, but that it in addition to offering remote
attendance,the Board would plan to include public in-person attendance at Select Board meetings,
beginning January 9, 2023.
5. Review and Approve Tree Removal Near Minuteman Bikeway and Lexington Police
Station
Ms. Hai explained that that this item is related to the actual reconstruction of the parking lot behind the
Police Station. This is not a project related to the solar installation. The project to reconstruct the adjacent
and integrated parking lot surrounding the Police Station itself will have an impact on trees in the parking
lot. An initial tree hearing was held on November 14,2022, and several concerns were raised by both
residents and committee members regarding the proposal. A new proposal was agreed upon by the Public
Facilities Department, and the Tree Committee,which is being presented this evening.
Mike Cronin explained that, as part of the scope of work for this project, the architect moved the edge of
the parking lot on the north side, adjacent to the bike path,back to the property line. In some cases,this
equated to 6"if space, and in some cases,this equated to a couple of feet. Unfortunately,that impacted
some trees directly,but also the root structure of a series of trees. 15 trees were tagged as part of the
original scope to be removed. The original scope had 164 parking spaces, as approved by the Board of
Selectmen. Through a redesign, this was increased to 165. This includes all existing parking, and nine
parking spaces inside the building. If the proposed tree well is approved, an additional 4-5 spaces will be
removed, for a total of 160-161 parking spaces on site.
Chris Filadoro explained that the trees proposed to be selected for removal were posted, advertised, and a
Tree Hearing was held. Several members of the community spoke of their objections to the project. He
stated that the Tree Hearing was closed with 9-10 objections heard. After further discussion, a revised
proposal was submitted.
Ms. Hai noted that the Tree Committee is fully in support of this new proposal,which reduces the
removal from 16 trees to eight trees.
Mr. Cronin noted that several trees which were scheduled for removal were able to be relocated to the
outer edge of the field.
Ms. Hai noted that,pre-construction, approximately 11 of the 169 parking spaces were being used by
people other than staff. The proposed 160-161 parking spaces will still allow for adequate parking by staff
but may reduce the number of spaces open to others. Additional spaces in the area may need to be sought
for this purpose.
Mr. Sandeen asked how this proposal will impact the solar installation. Mr. Cronin stated that a decision
on this item, either way, will not impact the solar project.
Mr. Pato expressed concern with the loss of additional parking. The bump out which will result in the loss
of additional spaces will only save three trees. The other trees, saved by this adjusted design,remain
whether or not the spaces are lost. He suggested a modified plan which preserves the trees but does not
create the additional bump out. The three trees in that area could be removed or left to see if they survive.
Mr. Cronin agreed that one of these three trees will be removed,but the other two could be left to
potentially survive.
Mr. Filadoro stated that he would be concerned that work near this root system would eventually lead to
the removal of all three trees in this area anyway. He stated that he supports the original plan, and that the
Town has done a very good job as stewards of the land to save and preserve as many trees as possible.
The bump out could still lead to a loss of parking, due to stress on the root system. The three trees in this
area cannot be transplanted, due to size.
Mr. Lucente noted that this project makes the Police Station much larger, with a potential for more staff in
the building at a future time. This would require additional parking. The Town values its trees,but also
has an obligation to allow for parking for employees.
Howard Cloth, 19 Sherman Street, stated that he is concerned that the Town is proposing to cut down
trees for parking spaces, and/or solar panels. The parking lot could have been designed so as not to affect
the trees on the verge of the bikeway in the first place. He also has an issue with the large communication
tower proposed, approximately 100' away from his back porch.
Pamela Lyons, 51 Grant Street,urged the Select Board to adopt the alternative plan provided by the
Director of Public Facilities and supported unanimously by the Tree Committee. There are approximately
500 parking spaces in Lexington Center,but mature trees are priceless. The Parking Management Plan
effectively created additional parking spaces in Lexington Center that are essentially not counted. The
Town can easily afford to lose five parking spaces in order to preserve eight priceless trees. She urged the
Select Board to utilize the Parking Management Group for discussions like this, for both its institutional
and practical knowledge of parking and Lexington Center.
Ted Page, 6 Fletcher Avenue, expressed concern regarding the proposed communications tower. He noted
that,per the plans,the scale of this is looks approximately the size of a 747 from tail-to-nose. This would
be located over a residential neighborhood. He stated that this proposal has not been fully vetted by his
neighborhood. Some of his neighbors are horrified and believe that more thought needs to be given to
possible effects of property values in the area. He urged the Board to consider that this neighborhood
deserves a hearing to better understand the scale and scope of this, and its effect on the neighborhood. He
supports the Police Department in every possible way; however, he wants to know how the Police are
going to serve and protect the neighborhood from a gigantic tower over its houses.
Ms. Hai stated that, while she hears the concerns being raised regarding the communications tower,this
item is to discuss the trees on the site.
William Erickson, 31 Sherman Street, stated that his property directly abuts the bike path. He is
concerned with the whittling away of the separation from a residential neighborhood to both the Police
Station and the activities surrounding it, such as Massachusetts Avenue. He noted that all of the parking
spaces located on the north of this plan do not have access to a sidewalk. The parking spaces that run
along the south, adjacent to Fletcher Park, have a sidewalk, and he is unclear what function that's
providing. He suggested moving those spaces 4'-5' down, to alleviate this project pressing against
residential lot lines. He stated that the proposal for this Police Station seems to break every vital zoning
law. He encouraged the Board to stick with the plan that was agreed to by the Tree Committee.
Mr. Cronin noted that the sidewalk along Fletcher Park will be utilized as part of the perimeter walking
area for this project, and also for certain activities, such as a summertime farmer's market. People will
also be able to use the sidewalk to access a crosswalk,which will lead them into the front of the Police
Station.
Nancy Sofen, 3 Abernathy Road and member of the Tree Committee, stated that having this discussion at
this point in the process, speaks to the fact that the Town needs to consider green infrastructure much
earlier in the planning process for any Town buildings. She applauded Mike Cronin for walking the site
with members of the Tree Committee and reconsidering the design this late in the process. She concurred
with the Tree Committee's unanimous opinion in support of this modified plan. The eight trees proposed
to be removed are very small trees and, in general, are not in very good condition. Their removal may
actually benefit other trees nearby. The eight trees slated to be saved are large trees. If the Board agrees to
pursue a modified plan, she urged Mr. Cronin to attempt to save a couple of the large black locust trees.
In response to a question from Ms. Hai, Mr. Cronin explained that, if the tree well does not survive, it
would not be a complicated process to change the area to parking spaces.
Gerry Paul,43 Highland Avenue and Chair of the Tree Committee,thanked Mr. Cronin for his
responsiveness to resident and Committee concerns. He noted that it is difficult to replant for three mature
trees in order to offset the carbon sequestration lost. He agreed with the proposal to try to keep the three
tree well trees and reclaim the area for parking spaces if these do not survive.
Mr. Sandeen stated that he supports the plan agreed upon by the Public Facilities Department, and the
Tree Committee. Ms. Hai agreed.
VOTE: Upon a motion duly made and seconded,by roll call,the Select Board voted 5-0 to approve the
removal of 8 trees on Town property located at 1557-1625 Massachusetts Avenue as per the attached
plan.
DOCUMENTS: Tree Committee Recommendation, Tecton Plan
6. Update on Possible Monument for the 250th Anniversary of the Battle of Lexington
Ms. Barry explained that in June 2022 Howard Wolk offered$250,000 to help initiate the process of a
monument to commemorate the 250'Anniversary of the Battle of Lexington. Investigating a possible
monument is deliverable#4 in the charge to the Semiquincentennial Commission(Lex250) from the
Select Board. The Board did not voice any objection to Mr. Wolk moving forward with further
investigation of a monument and suggested he form a small group to do so. Mr. Wolk took the Board's
advice and has been meeting with a small group(2 members of the Semiquincentennial Commission and
3 community members)to discuss the possibility of a monument and where it would be located. The
group has looked at multiple locations and consulted with Mr. Pinsonneault, DPW Director and would
like the Board's feedback on the possibility of the monument being placed in Belfry Park at the corner of
Massachusetts Avenue and Clarke Street. There is no proposed design yet and the small group has not yet
officially discussed this location with any other Boards or Committees but wanted to see if the Board had
any strong objections to the location before further discussions and before issuing a Request for Artists.
The small group feels it important for any potential artists answering the Request for Artists to understand
the location so they can design their project with the space in mind.
Mr. Lucente noted future accessibility issues for this location. Also,this area is not very large and
contains an existing monument. He asked about the size of another monument for this location. Finally,
he suggested that the group engage the neighbors regarding potential issues.
Mr. Pinsonneault explained that there will be some accessibility improvements to this area as part of the
Streetscape project. Tree clearing or replanting will be taken into account,if this location is selected.
Mr. Pato asked what this memorial will be commemorating. He stated that he does not feel a compulsion
to create a monument only for the 250'Anniversary. He echoed Mr. Lucente's concerns with the
proposed location.
Mr. Sandeen echoed Mr. Lucente's and Mr. Pato's comments. He stated that he would like to see this
displayed visually.
Ms. Hai also expressed concern with accessibility to the site.
The Board took a three-minute recess.
7. Review and Approve Parking Enforcement in Lexington Center
Ms. Hai explained that this is a continuation of the discussion from the December 5'meeting on parking
enforcement in the Center. The Center Committee since voted unanimously to recommend that the Town
return to parking enforcement as was in place pre-pandemic as of February 1, 2023 (when new permits
are issued). Sean Dugan should put information out through all the normal channels and, during the week
before, electronic sign boards will be posted at entrances to the Center indicating when Parking
Enforcement will begin.
Ms. Barry suggested that the Parking Management Group go door-to-door to explain this to businesses
located in the Center.
In response to a question from Mr. Sandeen about how many total vehicles are typically parked in the
center, Police Chief Michael McLean noted that, as of last week 1,365 Senior Parking passes have been
issued,with an average of 15 vehicles with Senior Parking passes parked in the center per day. Spots are
being turned over and enforcement is being done to make sure there is equal access available.
Mr. Lucente agreed with additional outreach to Center businessowners regarding this item, along with the
Town's parking program in general.
VOTE: Upon a motion duly made and seconded,by roll call,the Select Board voted 5-0 to re-establish
parking enforcement as it was previously enforced prior to the COVID pandemic, in the Center area as of
2-1-23.
DOCUMENTS: Parking Map, Parking Memo - Chief of Police
8. Review and Approve Sidewalk Rentals to Restaurants in Lexington Center
Ms. Hai explained that this is a continuation of the discussion from December 5, 2022,regarding the fees
charged to establishments that use public sidewalks for outdoor dining. Mr. Malloy attended the
Lexington Center Committee meeting and the group voted unanimously to recommend establishing new
rates and performance standards.
Ms. Hai stated that she appreciates the balance proposed of benefiting community members by giving
them place to gather,while also furthering efforts to boost the businesses in Town,by giving them
expansion opportunity, and significantly lowering their fees.
Mr. Pato stated that he believes the fees proposed are low enough not to create any inhibitors for the
robust use of sidewalks by businesses. He has one concern regarding the fee proposed for the parklet, as
this did not originally belong to any business; it was a parklet for the community. He requested that this
item be removed from the vote, as he does not want to dedicate the parklet to any businesses in particular.
Mr. Lucente noted that there has been a lot of interest from businesses to use the parklet. Mr. Sandeen
agreed with Mr. Pato's concerns about charging fees for the parklet that has historically been open to the
public. He would like to see more parklets. He suggested that if multiple businesses are requesting a
parklet,that he would consider a fee for the businesses requesting access to a parklet. This will need to be
discussed further.
VOTE: Upon a motion duly made and seconded,by roll call,the Select Board voted 5-0 to set a fee for
rental of public sidewalks for outdoor dining in the Center at the following rates:
• Up to 10 outdoor seats on public sidewalks $100 per year
• Over 10 seats on public sidewalks $250 per year
9. Review and Approve Ad Hoc Transportation Committee Charge
Bridger McCaw, 9 Mariam Street and Precinct 6 Town Meeting Member,asked if it will be free to ride
the shuttle buses,while the study group reviews how fares impact utilizations and how revenue generated
would be impacted through fares. Ms. Hai stated that this would not be a purview of this Committee. Mr.
McCaw agreed. He stated that this decision should be made prior to formation of this Committee.
VOTE: Upon a motion duly made and seconded,by roll call,the Select Board voted 5-0 to create an Ad
Hoc Transportation Committee to study Lexpress as per the attached Committee Charge and to report
back to the Select Board prior to December 31,2023.
DOCUMENTS: Revised Ad Hoc Transportation Committee Charge
ADJOURN
VOTE: Upon a motion duly made and seconded,by roll call,the Select Board voted 5-0 to ad j ourn the
meeting at 8:5 3 pm.
A true record; Attest:
Kristan Patenaude
Recording Secretary
SELECT BOARD MEETING
January 9, 2023
A meeting of the Lexington Select Board was called to order at 6:31 p.m. on Monday January 9, 2023, in
the Select Board Meeting Room of the Town Office Building. Hybrid participation was offered as well
via the Zoom meeting platform. Ms. Hai, Chair; Mr. Lucente; Vice Chair, Mr. Pato, Ms. Barry, and Mr.
Sandeen were present, as well as Mr. Malloy, Town Manager; Ms. Axtell, Deputy Town Manager; and
Ms. Katzenback, Executive Clerk.
EXECUTIVE SESSION
1. Exemption 3: Discuss Strategy with Respect to Collective Bargaining-Lexington Crossing
Guards
Ms. Barry recused herself from the Executive Session.
Upon a motion duly made and seconded,by roll call,the Select Board voted 4-0 at 6:34 p.m. that the
Board go into Executive Session under Exemption 3 to Discuss Strategy with Respect to Collective
Bargaining. Further,Ms. Hai declared that an open meeting discussion on this item may have a
detrimental effect on the bargaining position of the Town.
The Select Board reconvened to open session at 6:40 pm. Ms. Barry rejoined the regular meeting.
PUBLIC COMMENTS
Avon Lewis, President of the Lexington Education Association(LEA), stated that this is the largest union
in Town, educating approximately 7,000 diverse students, all of whom had a chunk of their formative
years profoundly impacted by COVID-19. He expressed concerns that the Lexington public schools do
not have the resources needed to support students through this time. He urged the Board to reconsider
how it is allocating the Town's revenues to ensure that the schools have the funding needed for every
Lexington student to get the education s/he deserves.
Janet West, 12 Carriage Drive, stated that she has a child in eighth grade at Diamond Middle School and
she teaches math at Lexington High School. She is concerned that saving for a future high school is
weakening the school system now. She reminded the Board that quality education depends on the people
in the building, as much as physical building itself. Currently,the untenable workload that educators are
facing is contributing to attrition and burnout.
Jessica Antoline, Teacher Lexington High School, stated that she feels the district's students are in crisis,
and she is concerned that the Select Board and members of the community may not understand the
severity of this crisis.
SELECT BOARD MEMBER CONCERNS AND LIAISON REPORTS
1. Select Board Member Concerns and Liaison Reports
Ms. Hai stated noted that this morning's Boston Globe carried an obituary for John Packard,who was a
lifelong Lexington resident and a very longtime volunteer.
Mr. Sandeen noted that Board received a note from someone asking about the recruitment process for the
Affordable Housing Trust. That person also requested that applicants may find it helpful to have a
definition of affordable housing. One of the suggestions was that the Affordable Housing Trust advise the
Board to appoint one person living in affordable housing. The Board encouraged in the newsletter
recruitment post that the Affordable Housing will be seeking individuals who have sustainability, racial
equity, and accessibility experience; also, affordable housing advocates,realtors,property managers,
bankers, and lawyers; as well as developers and architects. He hopes that this can be broadened.
DOCUMENTS: Correspondence Secretary Report-January 9, 2023
TOWN MANAGER REPORT
1. Town Manager Weekly Update
Mr. Malloy noted that he received an updated Green Vehicle, EV, Electrification Policy from the
Sustainability and Resilience Officer. Changes may also need to be made to the Fossil Fuel bylaw. He
stated that the Board likely needs to have a discussion regarding House Bill 4876,which would allow the
Board to continue to have remote/hybrid meetings. This Bill may not be adopted in time for this year's
annual Town Meeting.
DOCUMENTS: 12-30-22 Weekly Update, 1-6-23 Weekly Update
CONSENT AGENDA
1. 2023 Automatic Amusement Device License Renewals
To approve the 2023 Annual Automatic Amusement Device License Renewals for the following
business:
AUTOMATIC AMUSEMENT DEVICE
(2) Lexington Lodge #2204 B.P.O.E. -959 Waltham Street
2. 2023 Class II License Renewals
To approve the 2023 Annual Class II License Renewals for the following businesses:
CLASS II
Auto and Diesel Sales - 75 Westview Street
Auto Engineering-436 Marrett Road
Lexington Auto Sales- 542 Massachusetts Avenue
3. 2023 Common Victualler License Renewals
To approve the 2023 Annual Common Victualler License Renewals for the following businesses:
COMMON VICTUALLER
Abbott's Frozen Custard- 1853 Massachusetts Avenue
Aloft Lexington- 727 Marrett Road
Avenue Deli - 1806 Massachusetts Avenue
Element Lexington-727 Marrett Road
Fruitee Yogurt- 1707 Massachusetts Avenue,Unit 5
Great Harvest Bakery&Cafe -233 Massachusetts Avenue
Knights of Columbus Members Association Inc. - 177 Bedford Street
Lexington Lodge#2204 B.P.O.E. - 959 Waltham Street
Nick's Restaurant of Lexington Inc. - 197 Massachusetts Avenue
Pine Meadows Golf Club-255 Cedar Street
Rancatore's Ice Cream and Yogurt- 1752 Massachusetts Avenue
Starbucks Coffee#7553 - 60 Bedford Street
The Hangar- 103 Hartwell Avenue
4. 2023 Entertainment License Renewals
To approve the 2023 Annual Entertainment License Renewals for the following businesses:
ENTERTAINMENT
Aloft Lexington-727 Marrett Road
Element Lexington-727 Marrett Road
Starbucks Coffee#7553 - 60 Bedford Street
Thai Room- 182 Bedford Street
5. 2023 Innholder License Renewals
To approve the 2023 Annual Innholder License Renewals for the following businesses:
INNHOLDER
Aloft Lexington- 727 Marrett Road
Element Lexington-727 Marrett Road
6. Select Board Committee Resignations
• Richard Bair—Tax Deferral and Exemption Study Committee
To accept the resignation of Richard Bair from the Tax Deferral and Exemption Study Committee
effective immediately.
• Karthik Ramanathan-Tourism Committee
To accept the resignation of Karthik Ramanathan from the Tourism Committee effective immediately.
DOCUMENTS: Resignation Letter-R. Bair, Resignation Letter-K. Ramanathan
7. Approve and Sign Proclamation—Alfred K.Balon's 100th Birthday
To approve and sign a proclamation in recognition of Alfred K. Balon's 100th birthday.
DOCUMENTS: 2023 Alfred K. Balon's 100th Birthday Proclamation
8. Approve Select Board Meeting Minutes
• November 16, 2022 FY2024 Budget Summit III
• November 30, 2022 Department Budget Presentations
• December 1, 2022 Department Budget Presentations
• December 5, 2022 Select Board
• December 6, 2022 Department Budget Presentations
To approve and release the following meeting minutes: November 16, 2022 FY2024 Budget Summit III;
November 30, 2022 Department Budget Presentations; December 1, 2022 Department Budget
Presentations; December 5,2022 Select Board; December 6,2022 Department Budget Presentations
DOCUMENTS: DRAFT 11 1 62022-Budget Summit III, DRAFT 11302022—Dept Budget Presentations,
DRAFT 12012022—Dept Budget Presentations, DRAFT 12052022 Select Board, DRAFT
12062022—DeptBudget
VOTE: Upon a motion duly made and seconded,by roll call,the Select Board voted 5-0 to approve the
Consent Agenda.
ITEMS FOR INDIVIDUAL CONSIDERATION
1. Application: Common Victualler License-The Vintage Tea and Cake Company LLC,21
Muzzey Street
Ms. Hai stated that the Select Board is being asked to approve a request for a Common Victualler License
for The Vintage Tea and Cake Company LLC, 21 Muzzey Street for the hours of 9:00am to 5:00pm
Monday through Friday, and 9:00am to 7:00pm Saturday and Sunday, for seating in a new restaurant. The
applicant has worked with the Department of Public Health,Building Department and Zoning Department
for their respective required permits and inspections.
VOTE: Upon a motion duly made and seconded,by roll call,the Select Board voted 5-0 to approve a
Common Victualler License for The Vintage Tea and Cake Company LLC,21 Muzzey Street for the
hours of 9:00am to 5:00pm Monday through Friday and 9:00am to 7:00pm Saturday and Sunday for
seating in a new restaurant.
2. Presentation-Proposed Bill Naming Route 2 Bridge After Former Selectman Hank Manz
Rep. Ciccolo stated that she is proposing a Bill to name the Route 2 overpass bridge for former Selectman
Hank Manz. The bridge will be under construction starting in the spring, and it is expected to take a
couple of years for the project to be finished. The deadline to file the bill is January 20, 2023.
The Board thanked Rep. Ciccolo for the presentation and wished her well in this process.
DOCUMENTS: DRAFT -An Act to Designate a Certain Bridge in the Town of Lexington...
3. Update on Stormwater Enterprise Fund
John Livsey, Town Engineer, explained that the intent is to develop a credit policy. Options will be laid
for stakeholders and feedback will be received to help develop the credit policy. The Board can choose to
move forward with the credit policy before this feedback is received if it so chooses. He noted that the
Board can also choose if it would like to pursue an underride for the first year of the implementation of
the budget for the stormwater utility.
Emily Scerbo, Tighe &Bond, explained that her company worked with Town staff to come up with an
inclusive stormwater planning budget of approximately$2.6M. She stated that the Board chose to move
forward with a three-tiered system with a cap, where the largest residential properties with over 7,000 s.f.
of impervious area will be treated more like non-single-family residential parcels. For those parcels and
non-single-family residential parcels,the impervious area on those lots is divided by the Equivalent
Residential Unit(ERU), or 3,150 s.f. of impervious cover. This fee is intended to be charged to all
properties, even tax-exempt, State, and federal properties. After the last meeting with the Board, a
customer impact memorandum was drafted.
Christina Conchilla, Raftelis, stated that the Town owns approximately 1,000 properties. 170 of those are
developed with impervious area,totaling approximately 4.3M s.f. of impervious. This represents just over
1,500 ERUs and a fee of just over$235,000. The Town can choose to either bill itself and pay for that
$235,000 via the General Fund, or the Town can exempt its own properties from receiving the
Stormwater Enterprise fee. This decision will have a large impact on the rates that customers will be
paying. If the Town decides to charge iteself for the Stormwater Enterprise fee,the preliminary ERU
annual fee will be reduced by about 8%. She noted that the Town does not generate its own money. Any
money paid towards this Stormwater Enterprise fee would be coming from the General Fund and would
still essentially be paid for by citizens via their taxes. There was discussion that this was needed to
incentivize the Town to reduce its own impervious area, similar to its citizens. One objective of this
Stormwater Enterprise Fund was to remove all funding for the Stormwater Program from the General
Fund and to create a stable, independent revenue source.
Ms. Scerbo stated that the group has been working to create a public outreach strategy. If there were to be
a suspected error in the impervious area mapping,there will be a process after the fee is adopted for the
Engineering Department to review it with the property owner and adjust, if need be. Stakeholder
workshops are planned in January and February. The largest property owners,mostly nonresidential
property owners, could potentially be subject to a larger fee. There will likely be two articles addressed at
fall Town Meeting, one to establish the Stormwater Enterprise Fund, and the second is for Town Counsel
to work on a general bylaw update. The general bylaw would lay out all of the various policy decisions
and establish a procedure for the Select Board to approve rates and a budget each year.
In response to a question from Ms. Barry, Ms. Conchilla stated that the Town is subject to the National
Pollutant Discharge Elimination System, MS-4 Permit. Other entities within the Town, and people who
are doing new development or improved development, are subject to those same rules and regulations.
People who have constructed stormwater treatment devices would be able to apply for a credit program to
get around paying this fee. The Town has to raise $2.5M, so for the more people there are who receive
credits,the people who do not will have to pay a higher rate.
Mr. Sandeen stated that, after the last presentation to the Board on this item, he contacted the MMA
Policy Committee on Energy and Environment for a presentation on best practices in Massachusetts for
Stormwater Enterprise Funds. The experts brought in strongly recommended that Lexington implement a
Stormwater Enterprise Fund.
Mr. Pato echoed that the Town has a significant$2.5M budget with which to do the required stormwater
mitigation. Moving this to a Stormwater Enterprise Fund is a much better way for the Town to cope with
the pressure on the budget in the future.
Ms. Barry stated that her concern is that no one is disproportionately taken advantage of through this fee.
This speaks to the communications plan and the proposed credit plan.
Ms. Hai stated that leaving this in the General Fund burdens everyone, regardless of how much someone
had potentially done to reduce their stormwater runoff.
Mr. Sandeen stated that the MMA Policy Committee on Energy and Environment presentation strongly
recommended that municipal properties not be exempt from this policy. He stated that he believes the
Town should live under the same rules as all other property owners. The Town should have the same
incentives to calculate and reduce impervious areas as the rest of property owners. He stated that he
believes this should be implemented in a way that is revenue neutral in the first year. He stated that he
also supports the creation of a credit process.
Mr. Pato stated that he believes municipal properties should be exempt. Municipal properties do not pay
the property tax and are motivated through other reasons to reduce impervious surface. He agreed that this
should be revenue neutral in the first year, likely using an underride. He stated that he would also like to
see a credit policy developed.
Mr. Lucente stated that he believes the Town should be treated the same as other property owners. The
Town should be accountable for how much it uses and how much that changes over time. He stated that
he would like to see the credit policy pursued. He would also like to determine what the administrative
burden for things such as handling appeals, and credit applications, will be. He agreed with making this
revenue neutral for the first year, likely using an underride.
Mr. Livsey noted that the Town does not have a database available to pre-credit all the parcels in Town.
Mr. Lucente stated that he would like to see a proactive approach to the credit policy.
Mr. Lucente noted that he would like to receive information from stakeholders regarding the credit policy.
He would also like to understand what other communities use for credit policies. Ms. Scerbo noted that
there are a wide range of credit options available. Some of these create an enormous administrative
burden if there are too many credits available.
Mr. Pato stated that he would like to see draft options for credit policies taken to stakeholders before a
final decision is made.
Ms. Barry agreed that the municipality should be treated similarly to other property owners. She also
agreed with taking draft options for the credit policy to stakeholders.
Ms. Hai stated that she does not think it makes sense to take money from the General Fund to pay into the
Stormwater Fund. She stated that she would like to see draft credit policies reviewed with stakeholders,
after options are consultants decide the best choices. She stated that she would also support the proposed
underride.
DOCUMENTS: Memo,Presentation,Underride Memo, Customer Impact Memo
4. Review and Approve 5% Cost-of-Living Adjustment for Retirees
Ms. Barry recused herself from this item.
Ms. Hai explained that,under Chapter 269 of the Acts of 2022,the Massachusetts Legislature has allowed
a one-time increase in the cost-of-living(COLA) adjustment for members of Massachusetts retirement
systems for fiscal year 2023. The COLA currently in effect for FY2023 is 3%, and this change would add
an additional 2%. This change may be implemented by a majority vote of the Lexington Retirement
Board and the Lexington Select Board. The Lexington Retirement Board is recommending this increase
for members of the Lexington retirement system and is seeking Select Board approval.
Ms. Kosnoff stated that she is speaking on behalf of the Lexington Retirement Board to request an
increase in the 2023 COLA for retirees. If granted,this could be retroactive to July 1, 2022. This was
brought to the Appropriations Committee last Thursday, and they did not have any objections. The extra
2%being requested only applies to the COLA base,which is currently$15,000. For someone making
exactly$15,000, or anyone underneath,this change would equate to $25 a month, for$300 per year in
additional COLA increase. Municipal employees are not part of the Social Security System. The increase
in Social Security benefits for FY23 was approximately 8.7%. The State of Massachusetts and the Mass
Teachers Retirement System have already adopted this change. This would increase the Town's total
pension liability by approximately$1.3M. By 2029, the Town will have become fully funded.
In response to a question from Mr. Sandeen,Ms. Kosnoff explained that the increase to COLA is just for
one year, FY23 COLA being 5%, and that future fiscal years the COLA would return to 3%.
Ms. Hai noted that whatever amount the Board decides on will become part of next year's base rate class
and will roll forward in that sense,but this will not be an additional percentage allowed in future years.
Me. Lucente noted that there appears to be an equity issue, as this has already been approved for the
Teacher's Retirement System.
VOTE: Upon a motion duly made and seconded,by roll call,the Select Board voted 4-0,per Chapter 269
of the Acts of 2022,to establish a cost-of-living adjustment of 5%on the base amount of$15,000 for
members of the Lexington Retirement System effective for fiscal year 2023.
DOCUMENTS: Retirement 5% COLA presentation-FY2023
Ms. Barry rejoined the meeting.
5. Presentation-Lexington Bike Park Proposal- 61 Burlington Street&Kinneens Park
Mike O'Connor, Lexington Bicycle Advisory Committee Member, stated that there is strong community
support for the proposed bike park. Approximately 30 letters of support have been received for this
proposal. The potential for mountain biking in Lexington is 3 3%higher than the national average. A bike
park will allow for natural features to be built,where riders can learn skills in a safe and progressive
manner. The first choice for land for this proposal park would be adjacent to Kinneens Park/61 Burlington
Street.
In response to a question from Ms. Barry regarding safety and accessibility for the proposed 61
Burlington Street location,Police Chief McLean stated that he has questions regarding patrolling the area
after hours and potential lighting. Fire Chief Sencabaugh noted that there may not be immediate access to
the park in this location, except through private property. There could also be some issues with access due
to grading.
In response to a question from Ms. Barry regarding how maintenance would occur if the land happened to
revert back to the Town and if the maintenance will be additional work for the Department of Public
Works, it was noted that the Keene,NH invested no dollars in maintenance of their Bike Park after two
years. A good builder would help to minimize the amount of maintenance needed, and it is expected that
this work could be carried out by a group of volunteers.
In response to a question from Ms. Barry, it was noted that many residents in the area near 61 Burlington
Street were approached regarding this proposal. A few people were very supportive of the project,with
one person concerned regarding parking.
Mr. Lucente stated that this appears to be a high-quality concept. When the skatepark in Town was
originally proposed, he was concerned regarding liability,but has not since heard of any large, concerning
incidents there. He asked if there is any potential additional liability for a project of this type. Ms. Axtell
noted that this would not be different from any of the other similar properties in Town. It was noted that
the Greater Boston NEMBA does carry some supplemental insurance.
Mr. Pato stated that he believes this concept is worthy of pursuing. He noted that for the Town to accept
the donation of the property, it would have to be accepted by Town Meeting.
Ms. Barry stated that she is not convinced this is the correct location for a bike park. She has a concern
with parking in this area and potential emergency access issues. Ms. Hai echoed these concerns. Mr.
O'Connor explained that this place was proposed as a potential location due to its accessibility to
Lexington Center. It is hoped that many people would bike to access the park. Mr. Pato stated that he
would like to hear from abutters in this area, as part of the evaluation for this location.
Mr. Sandeen stated that he agreed with moving forward with this proposal. Though any location should
be properly vetted,this particular location seems to be an incredible gift.
Ms. Battite, Director of Recreation and Community Programs explained that, from an industry standpoint,
bike parks are a growing trend, especially in landlocked communities. She noted that this location is only
a 0.3-acre donation, and any expansion would require further removal of trees. There have already been
parking issues reported at this location. She stated that her biggest concern is that this use could be
changed in the future. The Town currently does not have staff with the expertise to inspect this kind of a
park. This could also add maintenance costs. She does believe this type of a park should be pursued by
the Town,though she is unsure if this is the correct location and/or timing.
In response to a question from Ms. Hai regarding potential funding sources if this project is not selected
for ARPA participatory budgeting, Mr. O'Connor stated that the bike park in Keene was fully funded
using private donations and fundraising; a similar process would be undertaken for this project. There are
also potential grants available. He noted that a professional trail builder would be used to design,review
the site, and build the project. This would not be a park that allows users to go in and build features.
DOCUMENTS: Proposal, Location Map, Recreation Committee Memo on Bike Park, Mike O'Connor—
Lexington Bike Park Working Group Response Memo,NEMBA Letter, Letter of Support for Lexington
Bike Park, Lexington Flight Yard Concept Plan
6. Approve Collective Bargaining Agreement-Lexington Crossing Guards
Ms. Barry recused herself from this item.
Mr. Malloy explained that this item is the crossing guard MOU discussed previously by the Board. There
are four minor changes. The first is that the contract calls for a 2% annual COLA increase for each of the
next three years. There's an increased clothing allowance,which covers the increased cost of boots, from
$100 to $140 per year. Also, a longevity payment of$100 at 10 years, and$200 at 20 years.
VOTE: Upon a motion duly made and seconded,by roll call,the Select Board voted 4-0 that the Board
approves the MOU as negotiated between the Town of Lexington and SEIU Local 888 Lexington
Crossing Guards as negotiated and included in the draft MOU approved by the Select Board and
authorizing the Town Manager to execute any contracts related thereto.
Ms. Barry rejoined the meeting.
ADJOURN
VOTE: Upon a motion duly made and seconded,by roll call,the Select Board voted 5-0 to ad j ourn the
meeting at 8:55pm.
A true record; Attest:
Kristan Patenaude
Recording Secretary
AGENDA ITEM SUMMARY
LEXINGTON SELECT BOARD MEETING
AGENDA ITEM TITLE:
Select Board Committee Appointment
PRESENTER: ITEM
NUMBER:
Jill Hai, Select Board Chair
C.2
SUMMARY:
Category:Decision-Making
Appointment:
Historic Districts Commission
• The Select Board is being asked to appoint Lee Noel Chase to the Historic Districts Commission as a
full member for a term set to expire on December 31, 2026. Ms. Chase has been an associate member of
the Historic Districts Commission for the past six years. She would be filling the unexpired term of Anne
Eccles. State Conflict of Interest Law Online Training is up-to-date.
SUGGESTED MOTION:
To appoint Lee Noel Chase as a full member of the Historic Districts Commission to fill an unexpired term set
to expire on December 31, 2026.
Move to approve the consent.
FOLLOW-UP:
Select Board Office
DATE AND APPROXIMATE TIME ON AGENDA:
2/6/2023
ATTACHMENTS:
Description Type
F) 2023 Historic 1'.)istr-i(..,,ts Clomr-nission.Appik-.,,ation I N.01.as e Backup Material
APPLICATION FOR BOARD OR COMMITTEE MEMBERSHIP
Applicants are encouraged to also include a letter of interest or current resume along with them submission
of this application.
Historic Districts Commission
Board/Committee Name (one application per Committee):
x
Would you like your application kept on file for up to one year? Yes: No:
Lee Noel Chase
Full Name:
Lee Noel Ms.
Nickname: Preferred Title:
7 Grassland St Lexington
02421
Home Address: City: Zip:
52 years, (14 years recent)
Length of Residence in Lexington(note: ZBA requirement is a minimum of 8 years):
Occupation: Residential Architectural Designer
7 Grassland St
Work Address: City: Zip:
Phone: Home: Cell:
Email: Primary: Secondary:
Special Training and/or Qualifications:
As an Associate Member of the Lexington Historic Districts Commission I have a demonstrated track-record of
full-engagement, clear communication, and materials expertise. I bring extensive information and insight as an
Historic Preservation PrufessianaI7 being certilf-led by the North Bennet Street Schoull Preservation Prograin arid
having preserved buildings along the East Coast for clients such as Harvard University, Phillips Academy Andover,
the Carneaie Libraries, the State of Georgia, Strawberry Banke Museums and Historic Deerfield.
My special expertise is that my private design practice focuses solely on serving the needs of home-owners, and
bring that"user-friendly" affect and those communication skills and experience to the work of the Commission.
What is your interest in this Committee?
The HDC needs to support its current Chair in pursuing improved ways to serve the public. We're
a good team with balanced skills, excellent communication, and it's been my pleasure to
contribute to the good work we have done since 2017. Our meetings, communications, process
and results affect everyone who lives/works in - and those who visit - the Historic Districts. It has
been and will be my honor to be of service.
serve on it.
How did you hear about the Committee?
x
Have you recently attended any meetings of the Committee? Yes: No:
x
Have you confirmed your availability to attend the Committee's meetings? Yes: No:
(For questions regarding the meeting schedule,please contact the Board/Committee via the Town website.)
x
Do you currently serve on another Board/Committee? Yes: No:
Email:sell tl ;Ir,, 11 xu_i toimma,, ov or irn.ai�, oir lloxiiin toinirna,, ov
If Yes, please list Board/Committee Name(s):
If Yes, please list date of most recent Conflict of Interest Law Training*: 1/19/2023
Signature: Date: 1/20/2023
*If currently serving on another Board/Committee,please attach a copy of your State Conflict of Interest
Law Online Training Certificate, which can be obtained from the Town Clerk's Office.
Email: Il b t . mor rnanaer Iloxi in toinirna, ovi i ig
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AGENDA ITEM SUMMARY
LEXINGTON SELECT BOARD MEETING
AGENDA ITEM TITLE:
Select Board Committee Resignation
PRESENTER: ITEM
NUMBER:
Jill Hai, Select Board Chair
C.3
SUMMARY:
Category:Decision-Making
Resignation:
Semiquincentennial Commission (Lex250)
• The Select Board is being asked to accept the resignation of Steve Cole, Jr. from the
Semiquincentennial Commission(Lex250)as the Community Member Representative effective
immediately.
On behalf of the Town of Lexington, the Select Board Members would like to extend their many thanks to Mr.
Cole for his time and service to the community.
SUGGESTED MOTION:
To accept the resignation of Steve Cole, Jr. from the Semiquincentennial Comrmssion(Lex250) as the
Community Member Representative effective immediately.
Move to approve the consent.
FOLLOW-UP:
Select Board Office
DATE AND APPROXIMATE TIME ON AGENDA:
2/6/2023
ATTACHMENTS:
Description Type
F) Resignatiori.I etter S. Jr. Rackup Material
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AGENDA ITEM SUMMARY
LEXINGTON SELECT BOARD MEETING
AGENDA ITEM TITLE:
Town Manager Committee Reappointment
PRESENTER: ITEM
NUMBER:
Jill Hai, Select Board Chair
C.4
SUMMARY
Category:Decision-Making
Rea ointment•
Youth Commission -Adult Adviser
• The Select Board is being asked to approve the reappointment of Thomas Romano as the Adult
Adviser on the Youth Commission for a term set to expire on April 30, 2025. State Conflict of Interest
Law Online Training is up-to-date.
SUGGESTED MOTION:
To reappoint Thomas Romano as the Adult Adviser on the Youth Commission for a term to set to expire on
April 30, 2025.
Move to approve the consent.
FOLLOW-UP:
Town Manager's Office
DATE AND APPROXIMATE TIME ON AGENDA:
2/6/2023
AGENDA ITEM SUMMARY
LEXINGTON SELECT BOARD MEETING
AGENDA ITEM TITLE:
Review and Approve Food Waste Pilot
PRESENTER: ITEM
NUMBER:
Dave Pinsonneault, Director of Public
Works I.1
SUMMARY:
Category:Decision-Making
Staff needs input from the Select Board on pursuing a food waste pilot and at what level to support it. The
Select Board will be asked to vote for one of the options being presented so it can be incorporated into the
FY24 Budget.
The Waste Reduction Task Group has been working on solutions to help reduce the impact of waste
throughout Town. Currently there are approximately 1300 residents who have contracted with a vendor to
collect food waste at the curb. The resident pays for the service and the Town provides the collection bin free
of charge(DEP Grant). There are also 2 food waste drop off stations funded out of the operating budget.
The Task Group would like to run a pilot program to increase curbside collection of food waste. This can be
done with a subsidy from the Town to offset the cost to residents. The goal is to increase participation to 2000
residents. Options will be presented for the Select Board to discuss and then choose an option to include in
the FY24 Budget. If approved then staff will schedule public meetings on how the pilot program will be
implemented. This pilot program aligns with the Select Board goal of sustainable initiatives.
The attached presentation includes different levels of subsidies to get the project started. The recommendation
is to go with the $30 subsidy($60,000) and to request that the FY24 funding come from ARPA funds. Once
these 2000 homes are online, this would be the most cost effective subsidy level if the Town were to continue
providing subsidies as new residents joined and if this after ARPA funds are no longer available.
SUGGESTED MOTION:
Move to approve a subsidy of$30 per household for up to 2,000 households to participate in a curbside
composting program, to be used until such time as the funds have been used or the ARPA program is no
longer in effect.
FOLLOW-UP:
If approved then staff would hold a public hearing after Town Meeting to inform residents of the
program. The program would begin after July 1, 2023. Staff will monitor the effectiveness of the p ilo t
program and work with the Task Group on developing a plan to increase participation in future years.
Input from the Select Board will be very important for implementing a pilot program. If this initiative is not
supported the Town will fall behind in its goal of reducing waste.
DATE AND APPROXIMATE TIME ON AGENDA:
2/6/2023 6:50pm
ATTACHMENTS:
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Agenda Item/Title: Food Waste Pilot Presentation
Whether a Vote of the Select Board is being requested, whether this is an update on a previous item or
if it is for informational purposes only and what you need from the Select Board (directional guidance,
approval, etc): Staff needs input from the Select Board on pursuing a food waste pilot and at what level
to support it. The Select Board will be asked to vote for one of the options being presented so it can be
incorporated into the FY24 Budget.
A summary explanation of what is being presented including costs and funding source, plan for public
outreach, impact on department work/goals and any alignment with the Select Board goals: The Waste
Reduction Task Group has been working on solutions to help reduce the impact of waste throughout
Town. Currently there are approximately 1300 residents who have contracted with a vendor to collect
food waste at the curb. The resident pays for the service and the Town provides the collection bin free
of charge (DEP Grant). There are also 2 food waste drop off stations funded out of the operating
budget. The Task Group would like to run a pilot program to increase curbside collection of food waste.
This can be done with a subsidy from the Town to offset the cost to residents. The goal is to increase
participation to 2000 residents. Options will be presented for the Select Board to discuss and then
choose an option to include in the FY24 Budget. If approved then staff will schedule public meetings on
how the pilot program will be implemented. This pilot program aligns with the Select Board goal of
sustainable initiatives.
Timeline summary: If approved then staff would hold a public hearing after Town Meeting to inform
residents of the program. The program would begin after July 1, 2023. Staff will monitor the
effectiveness of the pilot program and work with the Task Group on developing a plan to increase
participation in future years.
For items where action of the Board is being requested, a statement of the implications of taking the
action vs. not taking the action: Input from the Select Board will be very important for implementing a
pilot program. If this initiative is not supported the Town will fall behind in its goal of reducing waste.
AGENDA ITEM SUMMARY
LEXINGTON SELECT BOARD MEETING
AGENDA ITEM TITLE:
Presentation- Draft of Zero Waste Plan
PRESENTER: ITEM
NUMBER:
Dave Pinsonneault, Director of Public
Works I.2
SUMMARY:
Category: Informing
Our consultant, Ruth Abbe, will present the draft plan for Select Board input. There are no funds being
requested at this time. Staff will b e scheduling a p ub lic input meeting on the draft report. T his plan was
supported by Town Meeting and aligns with the Select Board goal of sustainable initiatives.
Input from the Select Board will be very important for d eve to p ing a Zero Waste Plan with attainable goals and
proper funding.
SUGGESTED MOTION:
There is no vote begin requested for this item. Staff is looking for Select Board feedback on the draft plan.
FOLLOW-UP:
A public meeting will be scheduled in the next month and once the input is received, vetted and incorporated
the plan will be brought back to the Select Board for adoption.
DATE AND APPROXIMATE TIME ON AGENDA:
2/6/2023 7:05pm
ATTACHMENTS:
Description Type
F) Zero waste PowerPoint Prc.,;sentafion
F) Zero Waste freseritatioti.A.(�l(litlion.aI Inf6r.f.nation. CbverMl.era)
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Town of Lexington
Draft - January 2023
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Executive Summary 1
Lexington's Zero Waste Initiatives 3
Introduction 9
Why is Lexington Pursuing Zero Waste? 9
What is Zero Waste? 10
Background 12
Town-Specific Actions and Policies 12
Programs 12
Infrastructure 13
Lexington's Diversion Rate 13
Stakeholder Engagement 14
Guiding Principles 15
Zero Waste Initiatives 16
Initiative Descriptions 18
Impacts 22
Implementation 23
Appendix A Public input A-1
Appendix B Regional and National Examples B-1
Appendix C Methodology C-1
Appendix D Funding Opportunities D-1
Executive Summary
Lexington is on the path to Zero Waste. Implementation of the Zero Waste
initiatives identified in this plan, will increase Lexington's overall waste
diversion rate from 60% to 90% within 10 years.
To achieve this, Lexington will implement new and expanded polices,
programs and infrastructure to reduce waste and increase reuse, recycling
and composting.
Lexington's Current Diversion and Disposal Rates
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"Diversion" includes reuse, recycling and composting
Most of what is thrown away as trash is recyclable or compostable. The
largest component (21 %) is food. As much as 35% is compostable, 36% is
recyclable, and 29% requires special handling.
1
What is Still in the Trash?
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In the short-term, Lexington will initiate changes to the collection system to
ensure that all residents, businesses, and institutions have comprehensive
recycling and compost collection services. Lexington will also prioritize
outreach &education and technical assistance to ensure that residents,
businesses, and institutions have the information and support to reduce
waste and fully participate in the expanded collection programs.
Twenty-two Zero Waste initiatives within seven categories are included in this
plan. The initiatives were identified and researched by the Town's Zero Waste
Planning Working Group and vetted through a stakeholder outreach process.
More community input and engagement will be conducted as the initiatives
are further refined and designed for implementation.
2
Lexington's Zero Waste Initiatives
Technical Assistance & M Provide school & business assistance
Enforcement M Enact mandatory participation
Enforce State Bans
Certify Green Businesses
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Changes to the M Expand compost collection Town-wide
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Evaluate rate structure incentives
Evaluate every other week trash collection
Provide reuse collection
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Outreach & Education Expand outreach and education efforts to
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Provide market development incentives
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Expand Infrastructure M Evaluate food scrap composting
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Develop glass processing
Develop education center
Expand building materials reuse
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Product Policies & in Expand Product Policies
Programs Require reusable Foodware
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The Zero Waste initiatives build on each other and will be implemented over
the short-term (1 -3 years), medium-term (4-7 years) and long-term (8-10
years). Together, they will increase Lexington's diversion rate by 30%.
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7
Implementation of the Zero Waste Initiatives will require the Town to invest
in dedicated staff or contractor support, new or extended contracts, and
investment in expanded infrastructure. Changes to the programs may result
in additional costs or cost savings to Lexington residents and businesses.
Zero Waste Initiatives Staff orVolunteer Consultant,, Contractor
Support or Infrastructure Costs
...............................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................
Technical Assistance & 100 hours (annual) $10,000 (one-time)
Enforcement $50,000 (annual)
.......................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................
Changes to the Collection 1,000 hours (one- $50,000 (one-time)
System time)
250 hours (annual)
.......................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................
Outreach & Education 250 hours (annual) $25,000 (one-time)
$25,000 (annual)
Lead by Example 250 hours (annual)
Expand Infrastructure at 1,000 hours (one- $2-3 million (one-time)
Hartwell time)
Deconstruction, 500 hours (annual) $50,000 (one-time)
Construction & Demolition
Recycling Requirements
.......................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................
Product Policies & 500 hours (annual) $50,000 (one-time)
Programs
.......................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................
Totals 1,850 hours (annual) $75,000 (annual)
2,000 hours (one- $185,000 (one-time
time) contractor support)
$2-3 million (one-time
infrastructure)
8
Introduction
On April 6 th, 2022, the Lexington Town Meeting adopted a Zero Waste
Resolution (Article 27), which called for the Town of Lexington to:
1 . Adopt and model the Guiding Principles of Zero Waste as overarching
goals for the community and all municipal and school operations.
2. Develop a Zero Waste Plan as soon as possible that would:
• Include input from multiple stakeholders, including residents and Town
staff
0 Establish goals that meet or exceed the state's 2030 Solid Waste Master
Plan waste reduction goals
0 Recommend short- and long-term actions that address infrastructure,
policies, local and regional collaboration, education and community
engagement
0 Plan for town-wide compost services
• Provide a cost/benefit analysis on each waste reduction strategy under
consideration
• Prioritize solid waste reduction programs that minimize the impact on
environmental justice communities.
In June 2022, the Town convened a Zero Waste Planning Working Group,
consisting of both Town staff and residents, to oversee the development of
the plan and to ensure that the plan reflected the needs and desires of the
community.
Why is Lexington Pursuing Zero Waste?
Trash generated in Lexington is burned in the North Andover incinerator and
ash from the incinerator is buried in Shrewsbury. These facilities are adjacent
to Environmental justice communities that are financially disadvantaged,
minority, and English isolated populations, who face disproportionate
environmental burdens and are at disproportionate risk for negative health
outcomes.
9
Lexington has a long and strong history of taking action related to
environmental issues, and especially in the last 15 years in promoting and
supporting programs that would address climate change at the municipal
level. As the challenges related to disposing of solid waste have become
clearer in Lexington, the opportunities and resources have also become
more evident.
Most of the trash generated in Lexington consists of both readily recyclable
and compostable materials. Transitioning from the linear system of"take-
make-waste" to a circular model where discarded materials are made into
new products, will reduce pollution and make Lexington a more sustainable
community.
What is Zero Waste?
The internationally peer-reviewed definition has been curated by the Zero
Waste International Alliance:
Zero Waste is the conservation of all resources by means of responsible
production, consumption, reuse, and recovery of products, packaging, and
materials without burning and with no discharges to land, water, or air
that threaten the environment or human health.'
Zero Waste is an aspirational goal like zero accidents on the job site and zero
defects in manufacturing. Recognizing that there will continue to be some
"legacy materials" generated in prior decades that must continue to be
landfilled at the end of their useful life (such as treated wood and asbestos),
the Town's performance measure for Zero Waste is 90 percent diversion
from landfills and incinerators.
The Zero Waste Hierarchy of Highest and Best Use describes a progression of
policies, programs and infrastructure to support the development of a Zero
Waste system, from highest and best to lowest use of materials.
Zero Waste International Alliance, Zero Waste Definition hops://zwia.org
10
THE ZERO WASTE HIERARCHY
RETHINK/REDESIGN
REDUCE
REUSE
RECYCLE/COMPOST
MATERIAL RECOVERY
RESIDUALS MANAGEMENT - - -- ---
(Biological treatment and stabilized fandfitling)
UNACCEPTABLE
(Waste deregulation,incineration,
and"waste-to-eriergy")
The components of the Hierarchy are:
• Rethink/Redesign - Design and purchase prod ucts/materia ls from
reused, recycled or sustainably-harvested renewable, non-toxic
materials to be durable, repairable, reusable, fully recyclable or
compostable, and easily disassembled.
• Reduce - Minimize quantity and toxicity of materials used. Reduce
consumption.
• Reuse - Maximize reuse of materials and products.
• Recycle/Compost - Support and expand systems to keep materials in
their original production loop and to protect the full usefulness of the
materials.
• Material Recovery - Maximize material recovery from mixed discards
and research purposes after extensive source separation.
• Residuals Management - Examine materials that remain and use this
information to refine the systems to rethink, reduce, reuse, and
recycle in order to prevent further discards. Biologically stabilize
materials prior to landfilling.
Unacceptable - incineration and other "waste-to-energy" or "waste-to-
fuels" schemes.
11
Background
The Environmental Services Department manages the reuse, recycling, yard
waste composting and trash collection programs within Lexington. The most
significant existing policies, programs, and infrastructure to reduce waste are
listed below.
Town-Specific Actions and Policies
Zero Waste Resolution
Plastic Reduction Bylaws - eliminates the usage of thin-film single-use
plastic bags, expanded polystyrene foodware and packaging, and single
use plastic straws by all retail and grocery stores
• Lexington Public Schools Food Share Program - Standard Operating
Procedures for surplus food donation and food share tables in
cafeterias
• -ton Public School District Waste Reduction: Conservation Lexington i'c L
Recycling And Composting Policy makes waste reduction and resource
conservation an integral part of the operation of the school district and
of the school curriculum
• Demolition permit - prior to permit approval, Superintendent of
Environmental Services reviews and signs off on permit applications to
ensure recovery of mercury containing items, and promotes building
materials recovery
Programs
• Single-family residential curbside collection for recycling (weekly), trash
(weekly), yard trimmings (seasonally), Christmas trees (seasonally),
textiles and reusable household items (on-call), mattresses (on-call),
electronics, scrap metal, appliances (on-call), food waste (by
subscription), food waste drop-off(on-call)
Multifamily and commercial recycling and trash collection (by
subscription)
School recycling and food waste collection
Food waste collection for staff at the Public Service Building and the
Community Center
12
Infrastructure
• Minuteman Household Hazardous Products Facility - regional
hazardous waste program for household chemicals, pesticides and
herbicides, automotive fluids, and paint
• Hartwell Facility - drop off for yard waste, cardboard, items containing
mercury, scrap metal, car batteries, propane tanks, textiles, bicycles,
and donations including books, CDs, DVDs, and video games
• LexSORT - Free Community Composting Pilot Program - food waste
drop-off
• Medical Waste drop-off- sharps, needles, syringes and expired
medicine
• Paper shredding
Lexington's Diversion Rate
In 2021, Lexington had an overall diversion rate of 60%, with 13,663 tons of
materials were reused, recycled or composted and 8,965 tons disposed of as
trash.
Drop-off at
Hartwell
19%
60% Trash 4oro 40%
13,663 tons
reused, recycled 8,965 tons
and composted Curbside yard disposed as trash
trimmings
23%
5ing ..................
..................
le stream "
recycling
zz/o/s/o/o/o/o/oF
Town of Lexington, 2021 DEP data calculation sheet
13
Stakeholder Engagement
A key difference between a traditional solid waste management plan and a
Zero Waste planning process, is the focus on stakeholder outreach.
Zero Waste requires a change in behavior. Changing behavior requires
understanding the barriers and benefits of the proposed actions (reducing
waste, recycling and composting more) and developing new or expanded
policies and programs to overcome the perceived barriers to take advantage
of the potential benefits.
Understanding requires engagement. Listening sessions, a Town-wide
survey, and Zero Waste Planning Working Group meetings were conducted
to obtain input on the guiding principles, policies, programs and
infrastructure to be included in the Zero Waste Plan.
A summary of the listening sessions and the results of the Town-wide survey
are included in Appendix A.
Listening Sessions Town-wide Survey
Listening sessions were 524 residents responded
conducted with over an 8-week period
community, school and between duly and
business representatives September 2022
Zero Waste Planning Working Group
Five meetings of the Zero Waste
Planning Working Group
14
Guiding Principles
Zero Waste is a holistic approach to managing the flow of resources through
society in a closed loop system (circular economy) rather than a linear one.
While Zero Waste includes the traditional hierarchy of reducing, reusing and
recycling, it is much more. Zero Waste principles provide guidance on how
resources are managed, from product design through ultimate disposal. Zero
Waste is about designing products and packaging to minimize waste,
creating incentives to encourage clean and sustainable products and
processes, fostering both producer and consumer responsibility, investing in
resource recovery facilities, strengthening local economies, and building
community collaboration. This Zero Waste Plan uses the following guiding
principles:
Follow the Zero Waste hierarchy with a particular focus on
upstream measures of reduce and reuse
Lead by example in Town operations, facilities, and schools
Educate everyone to change the culture of wasting
Collaborate with institutions, community organizations, and
local businesses
Invest in clean air and healthy soil
Look at long-term costs and benefits when designing
solutions
Consider Environmental justice impacts in decision making
15
Zero
Waste Initiatives
Twenty-two Zero Waste initiatives were identified for implementation in the
short-term (1-3 years), medium-term (4-7 years) and long-term (8-10 years).
The Zero Waste initiatives were grouped into seven categories to evaluate
their potential impacts, planning level costs, and strategies for
implementation.
Technical Assistance & M Provide school & business assistance
Enforcement M Enact mandatory participation
Enforce State Bans
Certify Green Businesses
Changes to the M Expand compost collection Town-wide
Collection System M Convert to automated collection with wheeled
carts
Evaluate rate structure incentives
Evaluate every other week trash collection
Provide reuse collection
Outreach & Education Expand outreach and education efforts to assist
all generators (residential, commercial,
institutional) to reduce, reuse, recycle and
compost
Lead by Example M Expand Environmentally Preferable Purchasing
Invest in carbon farming
Provide market development incentives
Expand Infrastructure at M Evaluate food scrap composting
Hartwell M Expand recycling/reuse drop-off
Develop glass processing
Develop education center
Expand building materials reuse
Deconstruction, Adopt deconstruction requirements
Construction & Adopt C&D recycling requirements
Demolition Recycling
Requirements
Product Policies & M Expand product policies
Programs M Require reusable foodware
16
These initiatives include both new or expanded policies (rules to be adopted
by Select Board and/or Town Meeting), new or expanded programs (to be
implemented by Town staff), and new or expanded infrastructure to be
developed by Hartwell or regionally.
Short-Term Medium-Term Long-Term
1-3 Years 4-7 Years 8-10 Years
8. Invest in carbon
Farming 19. Adopt
9. Provide market
deconstruction
1. Expand development
Policies Environmentally incentives requirements
20.
Preferable Purchasing 10. Expand product Adopt C&D
policies recycling
11. Require reusable requirements
foodware
2. Expand outreach &
education
3. Convert to automated
collection with wheeled
carts 21. Enact mandatory
4. Expand compost 12. Provide school & participation
Programs collection Town-wide business assistance 22. Enforce State
13. Certify Green Business Bans
5. Evaluate rate structure
incentives
6. Evaluate every other
week trash collection
7. Provide reuse collection
14. Evaluate food scrap
composting
15. Expand recycling/
reuse drop-off
Infrastructure 16. Develop glass
processing
17. Develop education
center
18. Expand building
materials reuse
These Zero Waste initiatives were discussed by the Zero Waste Planning
Working Group, refined through the public outreach process, and evaluated
for inclusion in the plan.
17
Initiative Descriptions
Short-Term (11-3 Years)
1 . Expand Environmentally Preferable Purchasing - Expand on
Lexington's initial research into environmental preferable purchasing for all
Town departments using the model developed by the Massachusetts
Operational Services Division.
2. Expand outreach & education - Expand outreach and education efforts
to assist all generators (residential, commercial, institutional) to reduce,
reuse, recycle and compost. This initiative includes a number of components
to enhance the Town's current recycling and organics programs to ensure
that all residents and businesses have the information and tools to reduce,
reuse, recycle and compost correctly.
In order to change people's behavior, they need to be contacted 7-15 times
from different sources to reinforce the message and detail the behavior
desired. An initial education video can explain Zero Waste and refer viewers
to an informative website laying out the Zero Waste Plan, bylaws, timeline,
and goals. The video and website can also contain a pledge that residents
and businesses can sign. Additional actions would include: door-to-door
outreach; support for green teams at schools, faith-based organizations,
local businesses and community groups; recycling and composting guides (in
print and on the Town website), "oops" tags to instruct residents and
business on proper sorting, social media posts, signage depicting materials
to be recycled and composted on the lid of carts and bins; and "museum of
bad design" displays in local libraries and Town buildings.
3. Convert to automated collection with wheeled carts - This initiative
would be implemented along with other changes to the collection system to
maximize convenience and minimize costs. Automated collection uses cart-
based systems to automatically empty collection containers using one-
person crews. Instructions for proper recycling and what is not allowed in
trash can be embedded onto the carts.
18
4. Expand compost collection Town-wide - Expand compost collection to
all generators through implementation of Town-wide food scraps and
compostable paper collection. Statewide studies of materials disposed at
landfills and incinerators estimate that 33% could have been composted.
5. Evaluate rate structure incentives - Evaluate rate structure incentives
along with other collection system changes to determine whether
standardized containers and fee incentives will reduce waste and increase
recycling and compost. This could include volume-based pricing, bin size
reductions, or other forms of trash metering.
6. Evaluate every other week trash collection - Consider future
implementation of every other week trash collection. The approach works in
towns with weekly curbside compost collection. Trash volumes are reduced
with compost collection so every other week is a potentially feasible, cost-
cutting measure. There are over one hundred communities that have
embraced this system in the U.S.
7. Provide reuse collection - Lexington recently expanded its collection
program to include textiles and other household goods. This initiative would
evaluate the feasibility of expanding reuse collection for larger bulky items
through periodic collection events or on-call programs.
Medium-Term (4-7 Years)
8. Invest in carbon farming - Explore opportunities for carbon farming,
agricultural methods aimed at sequestering atmospheric carbon into the soil
and in crop roots, wood and leaves. Compost from the Town's collection
programs can be spread on local public lands, parks and farms to sequester
carbon.
9. Provide market development incentives - Provide grants to community
organizations, non-profits or businesses to address hard-to-recycle or hard-
to-compost materials and promote reuse.
19
10. Expand product policies - Expand on Lexington's plastic reduction
bylaws and consider future policies to reduce the impact of no-recycle, non-
compostable, single-use problem products.
11 . Require reusable foodware - Require or incentivize food service
providers to only use reusable food service ware for dine-in or take-out.
12. Provide school & business assistance - Conduct trainings, site visits,
walk-through audits or assessments, and distribution of displays and signs to
increase rates of recycling and/or composting at facilities.
13. Certify Green Businesses- Expand on Lexington's initial research into
Green Business Certification to increase the level of participation in recycling
and composting programs, provide recognition for successes through a
Green Business program or a Zero Waste Businesses or Schools program.
14. Evaluate food scrap composting - Develop or contract for local or
regional compost processing facilities for yard debris and/or food waste. The
Town could consider adding a food scrap composting facility at the existing
Hartwell Composting Facility.
15. Expand recycling reuse drop-off- Expand drop-off facility at Hartwell
to accept additional materials that are hard to recycle for reuse, refurbishing
and/or recycling.
16. Develop glass processing - Develop a glass processing center to
process and market glass regionally.
17. Develop education center - Develop an education center at Hartwell to
provide resources, tours and information about how to reduce, reuse,
recycle and compost.
18. Expand building materials reuse - Develop or contract for reuse
centers for sale of salvaged building materials and used household items.
20
Long Term (8-10 Yea rs)
19. Adopt deconstruction requirements - Adopt requirements for
deconstruction of buildings slated for demolition or substantial demolition.
20. Adopt C&D recycling requirements - Adopt requirements for C&D
recycling/reuse in a C&D or Green Building by-law or building permit.
21 . Enact mandatory participation - Require, through bylaws, proper
separation of recyclables from refuse by households and businesses.
22. Enforce State Bans - Massachusetts currently bans materials from
landfills and incinerators, but does not routinely enforce these bans on
individual generators. Adopt a bylaw to enforce the bans of specific
recyclable, compostable or toxic materials from entering local transfer
stations, landfills, and incinerators.
21
021 1
Implementation of the Zero Waste initiatives has the potential to increase
Lexington's overall diversion rate from 60% to 90%. Using conservative
estimates for capture rates by material type, the short-, medium-, and long-
term Zero Waste initiatives would result in an additional 6,680 tons of
materials diverted from landfills and incinerators per year through reuse,
recycling and composting.
Technical Assistance & EnforcementOREEMENIESEEMIEM
Changes to the Collection System
Outreach & Education
Lead by Example Em
Expand Infrastructure at Hartwell �
D
Deconstruction, Construction & -
emolition Recycling Requirements
Product Policies & Programs �
0% 2,% 4% 6% 8% 10% 12,% 14%
Calculated based on Lexington disposal tons,regional composition data,and estimated capture rates for Zero
Waste initiatives
Waste prevention, recycling and composting activities also reduce
greenhouse gas emissions. Using the U.S. EPA Waste Reduction Model
(WARM), the Zero Waste initiatives to be undertaken in the short-, medium-
and long-term are estimated to reduce greenhouse gas emissions by
approximately 7,285 metric tons of carbon dioxide equivalent. This will
contribute to Lexington's ultimate goal of Net Zero Emissions. The
methodology for estimating diversion potential greenhouse gas emissions
reduction is included in Appendix C.
22
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Appendix A Public input
Lexington Zero Waste survey and interviews
An understanding of resident and business attitudes and activities around Zero Waste and
potential future options in Lexington was obtained through two different methods: 1)
stakeholder interviews, and 2) an online survey.
The responses from each of these efforts are meant to be informative, not to dictate what
should or should not be implemented; the survey is not a statistically accurate sample.
Rather, responses are a snapshot of what some people think, highlight where there may be
support and opposition to different policies, programs and infrastructure, and identify
where education and outreach are needed to inform residents of existing and planned
initiatives.
The town's Zero Waste Advisory Committee identified stakeholders to be interviewed. Six
stakeholder meetings with seven people were held. These include an individual who had
opposed the town's former Pay As You Throw Program, people working in and with
schools, business leaders, and a composting company.
Details of stakeholder interviews are below, but two key points from businesses are that
finding space for recycling is hard, it would be helpful to have a central place for downtown
Lexington retailers to have a central, shared recycling bin. Also, it is hard for small
businesses to find the bandwidth to research alternative products, guidance from the Town
would be helpful. Expanding compost to include food scraps at the Town's Hartwell site
probably isn't practical, but there are alternatives.
With schools, there is much going on, but also opportunities. Green Teams are looking for
Zero Waste projects, and students can research and bring policy to Town Meeting. In
addition, with the new High School, Zero Waste should be incorporated starting from the
design.
A link to an on-line survey was sent to town residents and businesses by members of the
town's Zero Waste committee. 524 people responded to multiple choice and open-ended
questions. Almost 99% of those that answered are residents, and 3% are businesses (there
is some overlap between the two groups). Full survey questions and responses are
included below. To summarize some key points:
Respondents for the most part were enthusiastic practitioners of Zero Waste or wanting to
learn more.
• Over 43% of respondents felt that Lexington should institute volume-based trash
fees (vs. 37% who do not and 29% that said maybe)
A-1
• Most people were in favor of product bans (similar to Lexington's existing plastic
bag ban).
• Most people said that Lexington should have policy to require recycling and reuse
of construction and demolition materials
• Almost all respondents said that Lexington should have a policy to require reusable,
recyclable, or compostable items at street festivals, beer gardens, and other events
that require a special permit
• Over half the people responding were fine having less frequent trash collection if
food scraps were collected weekly
• The vast majority said the Town could do more to educate residents, businesses,
and school children
• There were lots of things residents are already doing to reduce waste, and many
ideas for programs the town could implement to reduce waste in schools and public
buildings, such as reusable packaging, more material donation opportunities,
education,food diversion, competitions, and more.
• There were also many ideas for ways the town can help businesses and residents do
more
• The most popular categories of waste that people would like to eliminate, reuse,
recycle, or dispose of in a better way include all kinds of plastics, compostable
materials, textiles, and electronics. Packaging, toys, and other items also were
listed.
• Additional ideas for Zero Waste Programs were suggested, including a
giveaway/takeaway area at Hartwell, more repair opportunities, more
secondhand stores, a creative reuse center for art supplies, composting at
nursing homes, and recycling of construction and demolition materials on site
• Almost 3/4 of respondents would like to see the Town contract with a compost
company to collect food scraps.
• Almost 3/4 also want to see recycling expanded at Hartwell or other physical space
in town. Suggestions include: clothes, electronics household goods, small
appliances, and a swap shop. Some people added that they wanted to see
Hartwell's hours expanded, others said there should be a more welcoming place
than Hartwell for such efforts.
• Over half the respondents said they would like to have more places to buy
household goods in bulk, more places to repair things, and a building materials
reuse center. Other ideas for infrastructure include a kiln at Hartwell to make
biochar from wood waste, a tool and equipment library, and milk dispensers in
the schools.
Many people suggested things that there is already access to, such as textile recycling,
clothing consignment and furniture donation, buying things in bulk close to home, and
cardboard recycling. This could mean that the town could do more to educate people
about local zero waste opportunities.
A-2
In a number of places throughout the survey people said that they didn't have any faith
that their recycling was actually being recycled.Two quotes:
"My main concern is things we put out for recycling are not practical or cost-effective
to recycle so end up being incinerated anyway. Recycling programs may actually be
counterproductive because they give the false impression that there is a program
for reuse when there largely is not."
"I don't believe the town is actually recycling anything in the curbside bins now even
though we still separate things. Is this true?"
This points to a potential need for more or better education about what can be recycled or
reused, and how, and what happens to recyclables. Having more faith that recyclables were
being recycled would likely help boost participation.
A-3
Stakeholder Interviews
The town's Zero Waste Advisory Committee identified stakeholders to be interviewed.
Six stakeholder meetings with seven people were held. These include an individual who
had opposed the town's former Pay As You Throw Program, people working in and with
schools, business leaders, and a composting company. Some key takeaways:
Businesses:
• There is not enough space for small businesses in the downtown corridor to
recycle recycling bins central to a group of businesses would be helpful
• Small retail businesses don't have the budget or staff capacity to research Zero
Waste options, they need clear direction from the town regarding acceptable
alternatives
• A food collection point for composting would be helpful
• Small businesses don't have the power to change how the items they receive are
packaged
• There are three main types of businesses downtown service, merchandise,
restaurants. Each type probably has similar waste streams.
Schools
• Learning how to bring policy to town meeting can be a good educational
opportunity for students
• Green teams in schools are always looking for more ideas and opportunities to
get to Zero Waste
• The town should think about how to incorporate Zero Waste before building the
new high school
• There is a lot of good Zero Waste activity already ongoing in schools, including
food waste reduction, composting, clothing donations, water filling stations,
reuse of surplus materials, electronics refurbishing and recycling, and education
about sustainability
• Schools don't have a sense, however, of what the biggest sources of trash they
make are. And much of the work is done by volunteers rather than paid staff
that would be devoted to sustainability and zero waste.
• There is opportunity to do more, such as a curriculum about composting, Zero
Waste lunches
Compost
• Hartwell probably wouldn't make sense as a site to compost food scraps and
yard trimmings, since operations would need to be done indoors and the site is
not suitable for a building with the capacity to do this
Other feedback
• Food waste collection is a big opportunity
• There are lots of opportunities for transfer or reuse stations in town to lessen
the amount of stuff people buy
A-4
• No need to expand Hartwell for product exchange, when so much today is on
line
• The temporary Quonset but housing the police could be a better location for
reuse than Hartwell
• Extended Producer Responsibility is necessary
• Teardowns of existing buildings is wasteful some sort of incentive is needed to
reduce that
• The town should ask its recycling contractor to show where materials are going
for recycling, more transparency is needed
• Zero Waste is important but PAYT isn't the way to get there
A-5
Survey Results Summary
A. Policy
1. Many communities have instituted household trash fees based on the volume of
trash disposed by the household as a way to more equitably spread the cost of
trash disposal. Do you think Lexington should institute such a program?
0 Yes
� No
Maybe
2. Lexington currently bans the use and distribution of certain types of plastic bags at
retail stores. Do you think the town shou/d ban other types of disposable products
that can't be easi/y reused or recycled?lfso, what. (371 responses)
• Most respondents specified they would like to see bans on other types of
plastic, such as black plastic, Styrofoam, clamshells, utensils,takeout
containers, water bottles, and more.
• Some people suggested bans are better done at the state level.
• Additional responses include first understanding what contributes the most
to the waste stream as long as there are better alternatives, and looking at
full lifecycle impacts of alternatives.
• About 30 people said no to bans.
3. Should Lexington have a policy that requires the recycling and reuse of construction
and demolition materials?
524 responses
0 Yes
i No
Maybe
A-6
4. Should Lexington have a policy to require reusable, recyclable, or compostable
products for food at street festivals, beergardens, and other special events that
require a town permit.
524 responses
�Yes
� No
Maybe
5. Do you have any other thoughts on these or other Zero Waste policies for Lexington
thatyou'd like to share?
• institute town wide composting of food scraps (about�/a of respondents
mentioned this is some form)
• provide information for people who are downsizing to find outlets for their
household items
• have a central reuse site
• create incentives for waste reduction
• provide bins for organics around town
• set up water bottle filling stations
• enforce existing policies
• have town sponsored Terracycle bins
• provide more opportunities to buy in bulk
• do more education
• support Extended Producer Responsibility
• hold special recycling days for difficult to recycle materials
• put in place more incentives/support for reusables
• don't institute Pay as You Throw, provide trash containers smaller than 64
gallons in size, or add compost to the tax burden
• provide more options at Hartwell for reuse and recycling
• limit home teardowns
• have more pickup dates for yard waste
• put in place a "skip the stuff' policy, where utensils, etc. for takeout are only
provided upon request
• reduce single use plastics in schools
• hold a town wide flea market
• clean up litter, it makes people think the town isn't serious about properly
taking care of waste
A-7
• education, enforcement, and well thought out policy that won't harm
businesses are key
• start with voluntary programs
• get rid of single stream
• make sure anything done is affordable and that fees are equitable
B. Programs
6. Wou/d you be willing to have trash co/%cted/ess frequent/y if there was week/y
collection of household food scraps provided by the Town?
524responses
�Yes
f � No
Maybe
7. Should Lexington do more to educate schoolchildren, businesses and residents
about Zero Waste opportunities?
524 responses
�Yes
* No
don't know
8. lfyou answered Yes above,please describe what would be helpful(277responses):
• step up public outreach
• create brochures and videos
• do more mailings and emails
• use more volunteers to educate school children
• use fewer volunteers and create paid positions to do zero waste education,
• add zero waste to the school curriculum
• place articles in local papers
• work through community organizations
A-8
• hold programs through the schools to educate parents
• look to successful education programs in other communities
• hold information sessions and demonstrations at libraries and events
• take school children on field trips to waste facilities
• teach ecology starting in kindergarten
• educate residents about the high quality of Lexington's water to reduce
single use water bottles
• make the connection between zero waste and carbon footprint
• put more signage everywhere
• focus on not making trash
• look at the environmental and financial costs of waste
• perform waste audits in schools, and include students
• educate school custodians and staff
• counteract misinformation about recycling
• tell people how to reduce waste
• provide a flier with the tax bill
• start an audit/certification program for green businesses, including window
decals
• collaborate with arts organizations for messaging/branding/engagement
• hold school assemblies on waste and other environmental topics
• provide information about the benefits of recycling,
• create a Green Team focused on residents and businesses
• show documentaries at the library
• support art projects (like the black plastic one at the Munroe Center)
• have a staffed booth at Discovery Day and other town events
• put reminders on recycling bins
• provide signage for businesses to put up in their workplaces
• involve science coordinators
• send out automated email recycling/trash collection reminders
• be repetitive
• provide lawn signs
• let people know about Zero Waste businesses in town
• create gamification or other interactive learning tools
• send out reverse 911 calls
• don't pick up trash/recycling that doesn't comply with rules
• put compost bins next to every trash can downtown
• show positive examples from other countries
• explain impacts of landfilling, incineration, and consumption
• use social marketing techniques
• send out monthly zero waste tips
9. Do you have thoughts about programs that the town of Lexington can put in place
to reduce waste generated in schools and go vernment offices?(199 responses)
A-9
• reusable packaging containers for deliveries
• allow donation of unopened food from school cafeterias
• do double sided copying
• go paperless
• install dishwashers
• teach parents about packing Zero Waste lunches
• don't use K-cups
• have more water filling stations
• get rid of vending machines
• hold Zero Waste competitions in schools
• compost in all buildings and tie composting to the science curriculum
• reduce food service packaging
• don't use trays and do use reusable plates and silverware
• give fewer plastic toy rewards to school kids
• purchase environmentally preferable products
• serve food from school gardens in cafeterias
• do a school food waste challenge, measuring the amount of wasted food at
the beginning of week, doing education, and measuring again at end
• work with Whitsons to reduce packaging
• don't require kids to take food they won't eat
• use refillable cleaning products
• provide signage about how much waste is generated
• go digital first for bills, etc.
• pay staff and reduce dependence on volunteers
• make surplus furniture and supplies available to the public
• have a sustainability leader in each school
10. Are there programs that the Town could enact that would help,businesses and
residents reduce and divert more materials from disposal(the top 4 answers were
pro vided as options, with "other"for ideas to,be added by respondents)(472
responses)
• add small businesses to curbside recycling collection (381 responses, 81.4%)
• host an on-line platform for materials exchange (336 responses, 71.2%)
• host repair fairs (250 responses, 53%)
• add more materials to curbside recycling (286 responses, 60.6%)
additional suggestions:
• a drop off location for cardboard and glass
• provide more services to apartment complexes
• town wide compost pickup
• recycle equipment and electronics such as printers, computers, and
household gadgets
• provide educational programs about Green Living
A-10
• host recycling days for materials not in regular curbside
• on-line platform for materials exchange
• more recycling and compost bins in public places
• furniture drop off or pickup
• make more drop-off locations available
• allow commingling of carboard and paper curbside
• reusable household goods collection
• host repair fairs
• town wide curbside composting
• refuse mass junk mail
• put stickers on reusable items left at curb to let people know where to
donate
• provide a way for people to buy laundry detergent in bulk
• extend yard waste collection dates
• host repair fairs
• teach residents how to upcycle and reuse
• provide water refill stations
• make reuse chic
• set aside space at Hartwell for exchange of toys, household items, etc. (see
transfer stations/drop offs in Wayland, Arlington, and Nantucket as examples
for swapping activity)
• town wide yard sales (Arlington does)
• let markets determine what should be collected
• ban plastic bottled water
• create rules to discourage businesses from throwing out food, including
donation
• charge for trash over a minimum set by town
• clarify what can and can't be recycled
• actually, recycle what goes in bins
• mandate paper and plastic recycling
• require businesses, when renewing permits, to be more eco-friendly
• use compostable-ware and have receptacles at stores in town center
• minimize junk mail advertising
• make info on town website about on-line exchange programs more
accessible
• is there an alternative for disposing of kitty litter?
• do more to support the repair shop in town center
• add Terracycle materials
• town "Trash to Treasure" day where residents can put items on curb for
others to scavenge
• waste audits and demonstrations
• go back to source separated recycling (vs single stream)
• discounted Soda Streams in place of seltzer cans and bottles
A-11
• K-cup and crayon recycling
• put redeemed bottle deposits towards real estate taxes
• art supply station for random things
• large bin for household goods that can be reused by non-profits
• a table at the farmers market for free things
• a way for homeowners to recycle or get rid of home renovation materials
(even for a small fee)
• make it easier for residents to recycle furniture and other large items that
someone can use
• partner with big zero waste initiatives for reuse and repurpose, such as the
Lynn bottle caps into park benches program
• promote existing on-line platforms, like Freecycle
• engage the community in efforts that shift mindset from "throw-away
culture"to "repair and love/use longer"
• flea market at the dump
• partner with UTEC or similar entity for mattress recycling
11. Are there waste items thatyou frequentlygenerate thatyou wish you could
eliminate, reuse, recycle, or dispose of in a,better way that the town could help
develop programs fora lfso,please describe(296 responses).•
• Plastics including bags, zip lock bags, tubes, #5 plastics, laundry jugs, pill
bottles, plastic nursery pots, Styrofoam of all kinds, black plastic, takeout
utensils, clamshells, bubble wrap, takeout containers
• Other items: cassette tapes, milk cartons and aseptic containers, batteries,
light bulbs, clothing, lined cardboard, books, bricks,junk mail, cardboard
boxes, kitty litter, chip bags, contact lenses, bulky items, delivery
packaging, diapers, paint, glass, home construction materials, sports
equipment, freezer packs, invasive weeds that shouldn't go in compost,
junk mail, things needing repair, kids' art supplies, old journals and
magazines, furniture, pizza boxes, broken ceramics, coffee bags, aluminum
foil, toys, and shredded paper
12. Please share any other thoughts you have about potential Zero Waste program
opportunities for Lexington(89 responses)
• have a giveaway/takeaway area at Hartwell
• more repair- expand the senior center fixit program and teach repair in
schools
• an app where you can upload a photo and it will tell you what to do with
that item
• more secondhand stores for a wider variety of items
• encourage residents to advocate for state policies (e.g., bottle bill, EPR)
• look at Arlington as a model for outreach
• creative reuse centers for arts materials
A-12
• offer free composting services to nursing homes
• less frequent trash pickups may make it harder for seniors to lift bags
• make builders recycle more on site
• put more emphasis on Zero Waste strategies in the next hauling contracts
• structure costs to be at least property tax burden neutral
• provide information for new residents
• have periodic curbside scrap metal pickups
C. Infrastructure
13. Do you think Lexington should contract with a company to run a curbside food
scrap composting program?
524responses
�Yes
* No
Maybe
14. Do you think the town should expand opportunities for reusable product exchange
at the Hartwell recycling center or other physical space?
524 responses
�Yes
� No
Adiftr I don't know
15. lfyou answered yes above,please Include examples, like clothes, electronics,
householdgoods, small appliances, etc. (300responses)
• clothes
• electronics
• household goods
• small appliances
A-13
• swap shop for anything that can be rep urposed/reused (building materials,
sports equipment, furniture, toys/games, art supplies, gardening tools,
children's items, clothing, pet accessories, etc.)
• expand Hartwell hours
• have a webcam or electronic list so people know what's there
• find a more welcoming place than Hartwell
• examples of other sites to learn from include Wellesley and Nantucket
• partner with non-profits that can take collect materials at the site
16. What types of commercial businesses do you think could be located in town that
would help you with Zero Waste practices? (The first three options were pro vided,
with an "other"category for suggestions)(524 responses).
• more bulk buying and refilling (291 responses, 55.5%)
• more places to repair things (294 responses, 56%),
• building materials reuse center (297 responses, 56.7%).
Other suggestions:
• more used clothing stores
• places where parents can get used school items for their children
• takeout container reuse
• a list of vetted repair contractors
• more zero waste options in existing stores
• art depot and workspace for reusable materials
• rental for household goods and tools
• use empty storefronts for pop-up repair centers
• a used bookstore
• a place to donate workable used appliances
17. Do you ha ve any other thoughts about infrastructure that could help Lexington
achieve Zero Waste goals?(88 responses)
• a kiln at Hartwell to make biochar from wood waste
• a party store reuse hub for schools, PTA's, sports boosters
• more containers for groups like Planet Aid
• composting
• dispensing machines for milk and other items in grocery stores
• permission to dig up plantings when tear-downs will pave them over
• home trash audits
• examine yard care practices to reduce waste
• tax benefits for reuse businesses
• Black Earth Compost
• make a list of reuse businesses
• change zoning to encourage additions over tear downs
• a town sponsored place to leave usable items
A-14
• ensure citizens and businesses are informed about options, such as
Rescuing Leftover Food, FoodLink
• a lawn equipment rental center
• cheaper commercial rents are needed
• tax new home developments to fund a building material reuse center
D. Other
18. Do you have other thoughts about how Lexington can help residents and
businesses reach Zero Waste?(137 responses)
• normalize dumpster diving
• work regionally
• ban plastic water bottles
• celebrate businesses that do well
• charge more for waste disposal
• lead by example
• encourage residents to support EPR
• do more education
• expand the Everything Free Lexington Facebook page
• give people a reason to care about Zero Waste
• hold Zero Waste household and business awards
• a town giveaway day to leave things at the curb
• bring back dual stream recycling
• nudge people, don't mandate
• have one town website with all zero waste resources
• host a town environment day
• include water and energy when thinking about waste
• work with the Board of Health so people can bring their own containers to
cafes and restaurants
• do a sector-based analysis of what is in our trash
• have a "sharable"website for equipment, large amounts of plates, etc.
E. Please tell us a little about you
19. Are you a Lexington resident and/or do you have a business in town?
• Resident(518 responses, 98.9%)
• Business (16 responses 3/1%)
20. Which of the following Lexington waste diversion programs have you participated in
in the pastyear--check a//that apply(first 9 options were provided,plus "other).
(524 responses)
• Curbside recycling (472, 90/1%)
• Donate or sell materials(clothing, building materials, bicycles, books, etc.)to
organizations (471 responses, 89.9%)
• Drop off yard waste for composting(271 responses, 51.7%)
A-15
• Household hazardous waste (289 responses, 55.2%)
• Medical waste (176 responses, 33.6%)
• Paper shredding(123 response, 23.5%)
• Textile drop off(278 responses, 53.1%)
• Metal recycling(138 responses, 26.3%)
• Drop off plastic bags at supermarket(302 responses, 57.6%)
Other waste diversion activities people participate in:
• Black Earth composting
• backyard composting
• wine cork recycling-- at Whole Foods and donate to artists
• Lex Reuse it
• give away items to charities
• take Styrofoam to another town to recycle
• cardboard drop off at Hartwell
• purchase rain barrel
• exchange on Lexington Marketplace
• pick up compost at Hartwell
• purchase clothes at thrift store
• sneaker recycling
• ink-jet recycling
• recycle Brita filters at Whole Foods
• return spent batteries to stores (at a cost)
• ship aseptic packaging to contractor(for a cost
• share items with neighbors)
• shop at Center Goods
• reuse plastic bags for dog poop
• collect and divert markers, plastic bags, batteries, cellphones, light bulbs in
schools
• Terracycle
• buy from consignment stores
• use little free library
• food pantry drop off of paper bag
• return bottles for deposits
• Freecycle
• participate in Everything Free Lexington
• repurpose vintage fabric and sell the clothing items
• bring own bags to stores
A-16
21. Do you compost in your,backyard?
52 responses
Yes
N
22. Do you compost food scraps using a home pickup service?
524 responses
Yes
N
23. Do you,buy items(food, household cleaners, etc.)in,bulk or refill items in your own
containers when you can?
52 responses
Yes
�u
No
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m i�i tl�14g����illlllll u;urysuuuu,;
�fm ,.I)Y��I.�I6,Iuwliluuuwlu,I
24. Do you try and a void single use plastic items? lfso, describe. (327 responses)
• bring my own containers to the grocery store
• avoid take out beverages
• all the time!
• almost impossible, but I try
• buy loose vegetables and fruit
A-17
• reusable water bottles
• reusable grocery bags
• reuse takeout food containers
• use reusable zip lock bags
• refuse straws
• avoid single-use cups and containers if a business/restaurant allows it
• bar soap, shampoos, etc.
• powder detergent for dishes and clothes
• make homemade yoghurt
• buy milk in glass
• buy in bulk
• buy larger size or minimalist packaging
• buy cosmetics without plastic
• make own skincare supplies
• use reusable containers
• bring reusable utensils everywhere
• compostable zip top bags
• compostable parchment paper
• bring own containers for takeout where allowed
• Soda Stream
• compostable paper products
• compostable floss
• difficult, but I try
• don't use throwaway dishware
• don't use plastic bags for veggies at supermarket
• don't get takeout from restaurants that use single use plastic
• donate takeout utensils to foodbank
• hard to avoid at Brookhaven, many things are in plastic for sanitary code
reasons
• how can you do that?
• ask takeout restaurants to skip plastic/Styrofoam container and utensils
• grow and can own garden produce
• have milk delivered in glass bottles or buy at stores that have it in glass
• wash zip lock bags and reuse
• patronize restaurants that serve food on washable or compostable dishes
• carry own durable items: coffee mug, water bottles, bowls
• ask restaurants not to include cutlery/packaged condiments for takeout
• laundry sheets packaged in cardboard envelope
• get less takeout due to plastics
• look for items without plastic packaging
• make reusable shopping bags from grain bags and give to vendors to give away
at Waltham farmers market.
• reusable sacks for produce
A-18
• reuse plastic packaging as much as possible
• avoid Whole Foods because of excess packaging
• try and buy from stores/restaurants that use compostable containers or
recyclable plastic
• use glass containers when possible
reuse plastic bags for dog poop or recycle at store
• use paper plates, compostable cutlery, paper straws, paper cups
• use Persia laundry detergent in 130 wash size in a cardboard box
• use tooth tabs for toothpaste
• use deodorant in a jar
make DIY cleaning supplies (e.g., vinegar and baking soda)
pledged never to use straws ever again
• shop less at Wilson Farms because of plastic containers
wash my plastic spoons and reuse
• bring reusable bowls to the office for parties
• sometimes there is no choice
• it's difficult, being single, older, and wanting prepared foods once in a while
I've succumbed to the convenience of individual packing for kids snacks
• try to buy drinks in aluminum cans
• try to avoid most of the time
rarely get takeout
• don't try and avoid it
• 1 don't avoid it but would like tips on how to do so
• do all home cooking from scratch
• ask nurseries not to wrap plants or flowers in plastic
• tried using wax fabric wraps at home, didn't like them
• refuse, reuse, recycle
• get supplies at Center Goods
• trying to get Zero ToG o pilot going
• use any thick plastic bags I get to line waste baskets
• sometimes
• will do more
• switched from plastic bottle seltzer to aluminum can
• use NEXT compostable coffee pods
• try and buy meat and produce in non-plastic containers
• try and remember to bring my own containers for leftovers at restaurants
• trying to
• make own nut butters
• reuse containers
• if plastics were not an option, it would be easier to change my behavior!
• we try, but there's not a good option for takeout food
• use "real" or compostable ware for outdoor use and entertaining
• try and use compostables if need single use
A-19
• bamboo straws
• wash and reuse any plastics we do use
• use silicone or compostable plastic bags
• would love to refill items in my own container but I don't know where
• yes
• yes, but it's hard
• yes, but I'm inconsistent
• yes, when possible
• yes, but unfortunately it means I don't support local restaurants to the degree
would otherwise
• buying more in bulk and trying to buy paper or aluminum packaging
• use silicone lids and glass containers with lids as much as possible
• buy wholesale jugs of hand soap and refill a smaller bottle
• avoid individually wrapped snacks
• never use zip lock bags, saran wrap, or straws
• don't buy disposable pens or pencils
• buy concentrated, solid (not liquid) cleaning products
• got rid of plastic bags in our lunches
• we love when restaurants let us bring our own containers, please encourage
health department to remove concerns
• 1 love Center Goods, they should get town funds
• buy frozen concentrates for drinks and use pitchers
• buy cookies in boxes or bags that don't have plastic inside
• 1 write regularly to Whole Foods and Traderjoes about improving their
packaging
1 do a lot of little things and yet I still find myself drowning in unavoidable plastic
25. Do you,buy used items when you can?
524 responses
n 0 yes
N
26. Are there any other Zero Waste practices you participate in?(181 responses)
• collect items for food pantries, including paper bags
• donate regularly through BBBS or Household Goods in Acton
A-20
• all Terracycle programs
• would like to compost at retirement community but can't
• avoid choosing more of anything than you actually need
• use things up, don't replace unless and until necessary
• good maintenance practices in all areas: car, clothing, kitchen
• grow my own vegetables and herbs
• avoid soda
• bring returnable bottles and cans to stores
• borrow and lend appliances from/to neighbors and friends
• trying to get schools to donate excess food
• buy largest size (knowing I would waste the contents) of snacks, etc.
• Buy Nothing, Lexington Mavens, FreeCycle, Lexington ReUsit, etc. groups-to
get rid of and find things
• buy less
• mend clothes
• reupholster furniture
• clothing swaps with friends
• try not to waste food
• decrease consumption
• donate used items
• use reusables vs disposables
• eliminated paper products in kitchen
• use kitchen garbage disposal for food scraps
• buy imperfect food
• feed food scraps to backyard chickens
• use 100% reused padded mailers from friends/community members for
shipping business orders
• reuse nursery plant pots
• get wood chip mulch from local tree service
• make own compost
• buy refurbished electronics and appliances
• use compostable sponges and bamboo paper towels
• use cotton wipes instead of paper towels
• buy experiences or meals for family members instead of physical gifts
• no mow lawn
• use the library instead of buying books
• use graywater
• make many things from recycled and reused materials, repurpose old
clothing
• reuse textiles in my art practice
• buy secondhand
• trying to get my boyfriend to recycle
• it's not a social norm yet, I need to be forced into it
A-21
• support EPR legislation
• refuse a plastic lid on my coffee
• repair and repurpose as much as I can
pick up trash in my neighborhood
hold an annual yard sale
• buy tea in bulk and not individual bags
recycle
freeze things in glass
• use reusable fabric covers on food to avoid plastic and aluminum
• avoid bags where I can and use the ones I get for trash
1 wish there were
I'm on a mission to normalize garment mending and promote a culture of
community around reuse and repair
lending and borrowing
mail back used ink cartridges
• get and pay e-bills
• add lint or ashes to compost
we didn't tear down our small house
no gifts exchanged at birthday parties for our kids
read books and newspapers online
recycled materials from my own construction project
• support organizations working to reduce waste
• swap gardening tools and plants
• Little Free Libraries
• try to use things until they break
• conserve water and energy
• avoid non-compostable packaging
• pick up salvageable furniture from curb to rehab and use or sell
• take salvageable things at curb to GoodWill
• use leftovers
• menstrual cups
• refillable whip cream containers that use cartridges
A-22
Appendix B Regional and National Examples
1 . Expand Environmentally Preferable Purchasing - Expand on
Lexington's initial research into environmental preferable purchasing for all
Town departments using the model developed by the Massachusetts
Operational Services Division.
• Massachusetts Environmentally Prefera...............................................................................................................................................................................................................................................................................................................................................................................................
ble Purchasing Program
...........................................
This program establishes specifications for sustainable products on
statewide contracts, fosters cost effective responsible purchasing
choices that help reduce impacts on public health and the
environment, and works with agencies, departments and others to
encourage their use in public operations.
2. Expand outreach &education - Expand outreach and education efforts
to assist all generators (residential, commercial, institutional) to reduce,
reuse, recycle and compost. This initiative includes a number of components
to enhance the Town's current recycling and organics programs to ensure
that all residents and businesses have the information and tools to reduce,
reuse, recycle and compost correctly.
In order to change people's behavior, they need to be contacted 7-15 times
from different sources to reinforce the message and detail the behavior
desired. An initial education video can explain Zero Waste and refer viewers
to an informative website laying out the Zero Waste Plan, bylaws, timeline,
and goals. The video and website can also contain a pledge that residents
and businesses can sign.
• Missoula, MT
"What Do I Do With...?" section of zerob.r�fiftymissoula.com provides
contact information for local businesses that provide reuse and
recycling options for 25 categories of materials.
• Va n co uve r, WA
The City implemented a Zero Waste Challenge Social Marketing
Campaign targeting residential behavior change
B-1
• Redmond, WA
The City's Refresh Your Rec�in �rogram uses community-based
social marketing principles to expand business recycling activity;
since the program was established, over 200 businesses have
received assistance, resulting in an estimated additional recycling
of over 3,000 cubic yards
3. Convert to automated collection with wheeled carts - This initiative
would be implemented along with other changes to the collection system to
maximize convenience and minimize costs. Automated collection uses cart-
based systems to automatically empty collection containers using one-
person crews. Instructions for proper recycling and what is not allowed in
trash can be embedded onto the carts.
• Florence. AL and Columbia. SC DF�
In 2015, the cities of Florence and Columbia switched from 18-gallon
recycling bins to recycling carts, funded in part by grants from the
Recycling Partnership; the shift from bins to carts is expected to
increase the amount of recyclables collected by approximately 1,400
tons per year in Florence and 6,500 tons per year in Columbia
4. Expand compost collection Town-wide - Expand compost collection to
all generators through implementation of Town-wide food scraps and
compostable paper collection. Statewide studies of materials disposed at
landfills and incinerators estimate that 33% could have been composted.
• Hamilton, MA
The Town implemented a residential curbside organics collection
program, which, in addition to switching to every-other-week trash
collection, has reduced the Town's solid waste tonnage by over 30%
C a s e S t u dy,.�- H am il t on an d Wen ha m Ma ss ac hu s et t s C u r b s i d e
Composting Program (PDF�
• CambridgeMA
In April 2014, the City began a pilot program to expand curbside
collection services to food waste; after one year, over 600
households participated in the pilot program and more than
B-2
170,000 pounds of food scraps were collected. In its first full year
citywide, 1800 tons of food scraps were diverted, reducing citywide
trash by 8%. In greenhouse gas emissions, this is the equivalent of
not driving 2.7 million miles. The program has been citywide for
many years.
5. Evaluate rate structure incentives - Evaluate rate structure incentives
along with other collection system changes to determine whether
standardized containers and fee incentives will reduce waste and increase
recycling and compost. This could include volume-based pricing, bin size
reductions, or other forms of trash metering.
• Fo rt Co l l ins, CO
The City requires private haulers to provide curbside recycling to
residents at no extra charge, apply volume-based pricing, and offer a
range of trash can size options; the ordinance further requires that the
charge for additional containers of the same volume capacity be no
less than the charge for the first container
• Castro Valley, CA
The Sanitation District established volume-based rates for trash
service, embedding the cost of recycling into trash service rates for
businesses and multi-family properties that subscribe to no more than
3 cubic yards of trash service per week; 85% of commercial properties
subscribe to 3-yard trash bins or smaller
• Gainesville,, FL
In establishing variable rates for residential solid waste collection that
assessed higher monthly rates for use of larger garbage containers, the
City achieved an 18% reduction in the amount of solid waste collected,
resulting in a savings of $7.95 per home
PAYT Success Story: Gainesville, FL
6. Evaluate every other week trash collection - Consider future
implementation of every other week trash collection. The approach works in
towns with weekly curbside compost collection. Trash volumes are reduced
with compost collection so every other week is a potentially feasible, cost-
B-3
cutting measure. There are over one hundred communities that have
embraced this system in the U.S.
• Vancouver WA Rates for contracted commercial garbage collection
...................................................................................................................................
service are lower for every-other week service for each container size
option, with a once-per-month collection option for 32-gallon cart
service offered at a rate less than half that of weekly collection;
commercial customers are allowed up to two 96-gallon recycling carts
for no additional charge.
• P o rt l a ndR, Residential garbage pick-up every-other-week, with
........................................................................
options to decrease the frequency of garbage service, along with
weekly collection of recyclables and organics in 60-gallon carts; the
switch to every-other-week trash collection led to a 35% reduction in
the amount of garbage collected and tripled the amount of organics
collected.
7. Provide reuse collection - Lexington recently expanded its collection
program to include textiles and other household goods. This initiative would
evaluate the feasibility of expanding reuse collection for larger bulky items
through periodic collection events or on-call programs.
8. Invest in Carbon farming - Explore opportunities for carbon farming,
agricultural methods aimed at sequestering atmospheric carbon into the soil
and in crop roots, wood and leaves.
• San Francisco, CA
San Francisco has partnered with Zero Foodp...rint to purchase finished
........................................................................... .............................
compost for distribution to farmers and ranchers who will apply
compost to their acreage and sequester carbon.
9. Provide market development incentives - Provide grants to community
organizations, non-profits or businesses to address hard-to-recycle or hard-
to-compost materials and promote reuse.
B-4
• District of Columbia Dep a rtm e n t o f Ene rgy a n d E n v i r o n m e n t
........................................................................................................................................................................................................................................................ ................................Their Donation and Reuse Award Program provides funding for
donation and reuse projects, programs, and services for increased
donation and reuse opportunities of materials otherwise headed to the
waste stream in the District. The awards may also fund education and
engagement efforts to increase the public's understanding of the
importance of donation and reuse and increase awareness of current
donation and reuse opportunities and best practices. Up to $15,000 is
awarded to nonprofit organizations, faith-based organizations,
government agencies, universities/educational institutions, or private
enterprises.
• Sto........................................pWaste, Alameda County, California
StopWaste offers a Reuse and Repair Grant Fund for innovative
projects that incorporate reuse, repair, deconstruction, product or
process redesign, reduction, recovery, and redistribution of goods, and
other materials. The goal is to minimize the need for wasting or
recycling, and instead foster waste reduction to support environmental
sustainability and conservation of natural resources, and stimulate
economic activity in the reuse and recovery sectors. Grants of up to
$20,000 are available to nonprofit and for-profit organizations.
10. Expand product policies - Expand on Lexington's plastic reduction
bylaws and consider future policies to reduce the impact of no-recycle, non-
compostable, single-use problem products.
• Concord,, MA
The Town banned the sale of drinking water in single-serving PET
bottles beginning in January 2013
• Minneapolis, MN
The City's Environmentally Acceptable Packa �i�ng
Ordinance adopted in 2015 requires food establishments to use
only reusable, recyclable and/or compostable packaging of food and
beverages for dine-in or take-out, as well as provide recycling and/or
composting bins. The City's health and food inspectors actively
B-5
check for prohibited packaging that does not meet the ordinance
requirements
• San Francisco, CA
Effective July 2017, the City adopted an ordinance that expands its
ban on polystyrene foam food service ware to include packing
materials, coolers, ice chests, pool and beach toys, dock floats and
mooring buoys, egg cartons, and trays used in meat and fish
packaging made in whole or in part of polystyrene foam
11 . Require reusable foodware - Require or incentivize food service
providers to only use reusable food service ware for dine-in or take-out.
• P alm S prings, CA
Food vendors must use reusable items (metal, ceramic, glass, plastic)
for on-site dining. Condiments for on-site food consumption must be
provided in reusable containers or bulk dispensers. Individual single-
use plastic condiment packages are prohibited for on-site use.
• Oakland, San Francisco, San Jose,, Sunnyvale, South San Francisco, San
Mateo County,, CA
The cities and County participated in a ReThink Disposable Packaging
Waste Source Reduction Pilot led by a non-profit organization, Clean
Water Action, to engage local restaurants in reducing single-use
disposable products and packaging. ReThink Disposable will be
expanding from California to other states next year, including
Massachusetts.
12. Provide school & business assistance - Conduct trainings, site visits,
walk-through audits or assessments, and distribution of displays and signs to
increase rates of recycling and/or composting at facilities.
• Eco-Cycle in Boulder, CO
Eco-Cycle developed educational material on recvclin� composting
and reuse. They also have a School Recycling and Environmental
Education progra m for Boulder and Broomfield counties schools.
B-6
Eco-Cycle has created a 10-part Zero Waste video series, a video
featuring Captain Zero Waste, a video on recycling at Boulder
County Recycling Center featuring Mr. Can and all of those videos
come with downloaded activities.
• Kirkland, WA
The City provides on-site recycling technical assistance, deskside
recycling containers, and outreach materials to businesses
Kirkland's Recycle
..............................................................................................................................................................................
• Montgomery County, MD
The County's S m a rt O rg a n i z a t i o n s R e d u c e a n d R ecyc l e Tons (SORR..........
T�
Program offers a range of educational materials as well as on-site
technical assistance to businesses to help them comply with the
County's mandatory recycling requirements
13. Certify Green Businesses - Expand on Lexington's initial research into
Green Business Certification to increase the level of participation in recycling
and composting programs, provide recognition for successes through a
Green Business program or a Zero Waste Businesses or Schools program.
• Mecklenburg County, NC
The County's Wipe Out Waste Recycling Ambassador Program offe rs
recognition to businesses that reduce, reuse, and recycle waste in
the workplace and purchase recycled products
• Tompkins County, NY
The County's ReBusiness Partners Program provides public
recognition to local businesses that have a recycling program to
effectively collect all mandatory recyclables and demonstrate
activities in the areas of reduce, reuse, or rebuy
14. Evaluate food scrap composting - Develop or contract for local or
regional compost processing facilities for yard debris and/or food waste. The
Town could consider adding a food scrap composting facility at the existing
Hartwell Composting Facility.
B-7
• Prince George's County, MD
In 2013, the County began a food waste composting pilot at its yard
waste composting facility, processing food waste commingled with
mulch and yard trimmings in covered, positively aerated heaps
Food Scraps Composting at Counter Yard Trimmings Site, BioCycle, May
2015
• Onondaga County,, NY
The Onondaga County Resource Recovery Agency has been
composting food waste since 2007 at its Amboy Compost Facility and in
2015 processed over 3,000 tons of commercial and institutional food
waste
2015 Annual R 0 C R RA
15. Expand recycling reuse drop-off- Expand drop-off facility at Hartwell
to accept additional materials that are hard to recycle for reuse, refurbishing
and/or recycling.
Boulder County,, CO
The County developed a Center for Hard to Recycle..........Materials
.......................................................................................................................................................................................................................................................................................... ..........................................................................
CH( a�IR 11\A) to collect materials dropped off by the public that are not
cost-effective to collect via curbside services
El Cerrito,, CA
The City's Recycling and Environmental Services Center accepts hard-
to-recycle items, such as polystyrene foam, bubble wrap packaging,
automobile batteries, used motor oil, pharmaceuticals and carpet, as
well as electronic waste, plastic film, and scrap metal; the City also
accepts at the Center donations of reusable household materials and
textiles which are collected by local non-profit organizations for re-sale
16. Develop glass processing - Develop a glass processing center to
process and market glass regionally.
• Northeast [Resource Recovery
...........................................................................................................................................................................................................................................................................................................................................................
NRRA partnered with the Town of Dennis, MA to help Cape Cod
communities recycle their glass locally. Six Cape Cod communities
participate in NRRA's processed glass aggregate program, where glass
B-8
bottles and jars get crushed into an aggregate to be used locally in
infrastructure projects. NRRA's vendor recently completed a crush of
glass in Dennis, MA, and the crushed glass will be used in local projects.
17. Develop education center - Develop an education center at Hartwell to
provide resources, tours and information about how to reduce, reuse,
recycle and compost.
• RethinkWaste, San Mateo County, CA
RethinkWaste operates the Shore Environmental Center which includes
......................................................................................................................................................................................................................................................................................................................................................................
interactive exhibits and hosts tours of the processing operations.
18. Expand building materials reuse - Develop or contract for reuse
centers for sale of salvaged building materials and used household items.
• Tompkins County, NY
The County made a commitment to develop a Reuse Center as part of
its 20-year solid waste management plan; EinggLIDRga_Rau5e, a non-
profit run community reuse warehouse, is an outgrowth of this vision
• New Paltz, NY
Through its Zero Waste initiative, the Town established a Reuse
Center that accepts donations of craft supplies and building materials
in usable condition for re-sale; the Town promotes de-construction and
provides volunteer opportunities for residents
• Missoula,, MT
Home Resource, a non-profit building materials reuse center, collects
and sells reusable surplus building materials
• Westmoreland County, PA
American Architectural Salvage is operated by a non-profit agency that
accepts donations of building materials and supplies for resale and
reuse
• Chicago,, IL
The ReBuilding Exchange is a non-profit organization that diverts
building materials from landfills by reaching out to contractors to
promote deconstruction and making materials accessible for reuse at
its warehouse; The WasteShed is a creative reuse center that accepts
B-9
donations of art, craft and school materials for repurposing and low
cost resale
• Detroit, M I
The Architectural Salvage Warehouse of Detroit is a non-profit
organization that deconstructs buildings in Southeast Michigan and
offers the materials for resale
19. Adopt deconstruction requirements - Adopt requirements for
deconstruction of buildings slated for demolition or substantial demolition.
Palo Alto,-CA
The City's Green Building ordinance requires 80% of construction and
demolition debris to be recycled for most projects. In 2019, a phased
in deconstruction ordinance covering residential and commercial
projects was adopted to advance Zero Waste and
Climate/Sustainability priorities.
Portland, OR
In duly 2016, the City adopted an ordinance, effective October 2016,
requiring that projects seeking a demolition permit for houses or
duplexes built in 1916 or earlier or designated historic resources to
fully.d econstruct such structures; the City estimates the ordinance will
divert 4,000 tons of materials for reuse annually
20. Adopt C&D recycling requirements - Adopt requirements for C&D
recycling/reuse in a C&D or Green Building by-law or building permit.
• Cook County, IL
The County adopted an ordinance, effective November 2012,
requiring that 70% of demolition debris from commercial and
residential structures (excluding garages and sheds) be recycled
during the demolition process, with 5% of the residential structures
being reused
• Fitchburg, WI
The City adopted an ordinance requiring 70% of construction
material produced on site be recycled or reused for new
commercial and multi-family building construction and demolition
B-10
projects; the City also requires contractors to submit a preliminary
and final Construction and Demolition Reuse/Recycling Plan
21 . Enact mandatory participation - Require, through bylaws, proper
separation of recyclables from refuse by households and businesses.
• C&m16rJi.dgeJ11MA
...........................................................................................................
The City mandates all residents and businesses to separate designated
recyclable materials from refuse. See section 8.24.070 of City code
"Mandatory Recycling"
• Vail.., CO
........................................
In 2014, the Town adopted an ordinance requiring source separation of
recyclables by residential, multi-family, and commercial customers
• District of Colluibia, Washington D.C.
........................................................................................................................................................................................................................................................
The City mandates all residents and businesses to separate designated
recyclable materials from refuse
22. Enforce State Bans - Massachusetts currently bans materials from
landfills and incinerators, but does not routinely enforce these bans on
individual generators. Adopt a bylaw to enforce the bans of specific
recyclable, compostable or toxic materials from entering local transfer
stations, landfills, and incinerators.
• State of Massachusetts
Waste Dj!Is............posal Bans
Commercial Food Waste Qi5pQ5aLBan
• Seattle, WA
The City prohibits the disposal of certain recyclables - such as paper,
cardboard, glass, plastic, and aluminum cans - from residential,
commercial, and self-haul garbage.
B-1 1
Appendix C Methodology
A diversion potential and greenhouse gas (GHG) emissions reduction analysis
was conducted to estimate the potential tons of materials and GHG
emissions that can be diverted and reduced through the Zero Waste
initiatives. The disposal tonnage data for 2021 used in this analysis were
obtained from the "2021 DEP data calculation sheet" prepared by the Town
of Lexington.
This analysis required the disposal data to be divided into material types
based on a material characterization study. The material characterization
data used in this analysis were from the "2019 Waste Characterization Study
in Support of Class II Recycling Program" report prepared for the
Massachusetts Department of Environmental Protection by SAK
Environmental LLC.2
Along with disposal tonnage data and material characterization data, GHG
emission factors by material type were used in this analysis. The emission
factors used in this analysis were from the US EPA Waste Reduction Model
(WARM) tool.3
Each Zero Waste initiative was analyzed to estimate the diversion potential
(tons) and the reduced GHG emissions (MTCO2e). This analysis began by
estimating the initiative's capture rate for each material type the initiative is
expected to impact (e.g., "Town-wide compost collection" would affect the
compostable paper, food and other organics material types only). The
capture rate estimation was based on knowledge from other community
programs or best estimates based on reports and first-hand knowledge. The
capture rate estimates leaned on the side of a conservative estimate.
Next, the estimated capture rate for each material type corresponding to the
initiative was multiplied by the estimated tons of material represented in the
disposal stream. Next, the tons estimated to be diverted from this initiative
for each material type were multiplied by the GHG emission factor. This
Z 2012 Waste Characterization Study
3 US EPA Waste Reduction Model(WARMS-version 15
......................................................................................... C-1
estimated the GHG emissions that were reduced by the initiative by material
type. This method was repeated for each material category that related to
the initiative.
For each initiative, the tons estimated to be diverted by material type were
added to show the total tons estimated to be reduced for that initiative; and
the GHG emissions estimated to be reduced by material type were added to
show the total MTCO2e reduced for that initiative. Next, each initiative's
capture rate was calculated by dividing the total tons estimated to be
diverted by the total tons disposed.
Those steps were repeated for each initiative. Once the diversion potential
and GHG emissions were calculated for each initiative, the capture rate, tons
diverted, and reduced GHG emission were added by material type. All
calculations were double-checked for accuracy.
The last step in this analysis combined the total capture rate, total estimated
tons diverted, and total estimated GHG emissions reduced. The total
estimated tons diverted through the Zero Waste initiatives were then
combined with the baseline (2021) tons diverted to show the increase in total
diversion. This analysis illustrated the potential diversion and potential GHG
emissions reduced annually once all initiatives were implemented.
C-2
Appendix D Funding Opportunities
MassDEP Programs
Sustainable Materials Recovery Pro r� am (SMRP) Municipal Grants
Supports local recycling, composting/organics, reuse, source reduction, policy
development and enforcement activities that increase diversion and reduce
disposal.
SMRP Recycling Dividends Program (RDP)
RDP provides payments to municipalities that have implemented specific
programs and policies proven to maximize reuse, recycling, and waste
reduction.
SMRP Municipal Technical Assistance Grants
Applicants can receive up to 80 hours of recycling/solid waste planning
assistance from a MassDEP Municipal Assistance Coordinator (MAC).
Recycling IQ Kit
An open source set of steps, tools and resources to help you increase the
quantity and improve the quality of recycling in your community.
Reduce, Reuse, Repair Micro-Grants
Grants of up to $5,000 to municipalities, regional authorities, and eligible
organizations for short-term waste reduction projects.
Recycling & Reuse Business Development Grants
Helps Massachusetts recycling processors and manufacturers create
sustainable markets for eligible materials.
Related Offerings
Massachusetts Recycling Loan Fund
Provides loans of up to $500,000 to help Massachusetts businesses obtain
the capital they need for recycling-related activities.
EPA Sustainable Food Management Grants
Funding and other assistance for reducing commercial, industrial, and
residential food waste.
D-1
Financial & Technical Assistance for Anaerobic Digestion Projects
A matrix of grant, loan and assistance programs available to renewable
energy developers who are proposing organics processing projects.
Federal Infrastructure Funding - With the passage of the Bipartisan
Infrastructure Act, $325 million is now flowing from the U.S. Environmental
Protection Agency (EPA) into local communities, $250 million for
development of facilities and $75 million for development of outreach and
education programs. Other Federal agencies also are funding the growth of
recycling infrastructure, including the U.S. Department of Energy, U.S.
Department of Labor, and the U.S. Department of Agriculture. There are
other federal funding sources for local economic development that have
been used to fund recycling infrastructure in other locations.
The Recycling Infrastructure and Accessibility Act directs the U.S. EPA to
award grants between $1 million and $15 million each for projects that make
recycling programs more accessible to rural and disadvantaged
communities. Grants would specifically support hub-and-spoke recycling
systems featuring transfer stations and those that leverage public-private
partnerships.
Industry Funding - Industry has supported significant efforts to increase
resident capacity to high quality recycling programs. These include the
Closed Loop Fund, Recycling Partnership, and various coalitions such as the
American Beverage Association, PET coalition, Polypropylene Coalition, Glass
Recycling Coalition, Food Packaging Institute, and carton council. These are
all groups actively looking for projects to fund and potential sources for
capital investments, including the purchase of recycling carts.
Closed Loop Infrastructure Fund
-
Asocial impact fund investing $100 million in business and municipal efforts
to increase the recycling of products and packaging.
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Agenda Item/Title: Draft Zero Waste Plan Presentation
Whether a Vote of the Select Board is being requested, whether this is an update on a previous item or
if it is for informational purposes only and what you need from the Select Board (directional guidance,
approval, etc): There is no vote begin requested for this item. Staff is looking for Select Board feedback
on the draft plan.
A summary explanation of what is being presented including costs and funding source, plan for public
outreach, impact on department work/goals and any alignment with the Select Board goals: Our
consultant, Ruth Abbe,will present the draft plan for Select Board input. There are no funds being
requested at this time. Staff will be scheduling a public input meeting on the draft report. This plan was
supported by Town Meeting and aligns with the Select Board goal of sustainable initiatives.
Timeline summary: A public meeting will be scheduled in the next month and once the input is received,
vetted and incorporated the plan will be brought back to the Select Board for adoption.
For items where action of the Board is being requested, a statement of the implications of taking the
action vs. not taking the action: Input from the Select Board will be very important for developing a
Zero Waste Plan with attainable goals and proper funding.
AGENDA ITEM SUMMARY
LEXINGTON SELECT BOARD MEETING
AGENDA ITEM TITLE:
LexFarm Request to Emend Current Lease for an Additional Five-Year Term
PRESENTER: ITEM
NUMBER:
Pamela Tames & Mary Rose
Scozzafava, LexFarm I.3
SUMMARY
Category:Decision-Making
The Town entered into the current lease with Lexington Community Farm Coalition, Inc. (LexFarm) fora 10-
year term which commenced in 2014 and expires 12/31/23. The 2014 lease provides for two 5-year
extensions. LexFarm has indicated an interest in exercising the first of these 5-year extensions which would
extend the current lease through 12/31/28.
Attached are the letter requesting the extension, the original lease from 2014, the operational site plan and the
presentation for the meeting. Town staff have reviewed the operational site plan and confirmed that it complies
with the terms of the lease.
SUGGESTED MOTION:
Move to approve a five year extension to the lease between the Town of Lexington and Lexington Community
Farm Coalition, Inc. under the same terms and conditions as the original 2014 lease and further to authorize the
Town Manager to execute any documents necessary related to the extension.
FOLLOW-UP:
Town Manager
DATE AND APPROXIMATE TIME ON AGENDA:
2/6/2023 7:25pm
ATTACHMENTS:
Description Type
Pres en.tat,ior I" I' ii.-C�,Iebrating Lexington.'s Fami Presentation
F) Lx-.xl7arm I Lase.Renewal Request, (Awer Merru
F) 2014'1'en. Yi,,ar Ll.,;ase Cover Memo
F) I t x Fa m. .i erat i o n a I S i t e 111 a n Gwer Merno
All,
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Lexington Community January 5, 2023
Farm Coalition
Board of Directors James J. Malloy
Town Manager
President Town of Lexington
Mary Rose Scozzafava 1625 Massachusetts Avenue
Lexington, MA 02420
Vice Presidents Dear Jim,
Mark Gabrenya
Mark Monosas Happy new year to you and your colleagues.
Treasurer Today, I write to follow up on the in-person conversation we had on July 27, 2022. Carol
Tharshini Mathew Kowalski of your office and Mary Rose Scozzafava, LexFarm board president, were also
present.
Clerk
Sheila Chen Lawrence I shared updates about LexFarm, and we discussed how the farm sustains and thrives,
while contributing to the local food network and engaging the community through
Board Members volunteerism, education, events and food donations. We also talked about the future of the
Lisa Farrell farmland and the lease renewal process.
Patrickjohnson
Sarah Krihnsossoff In particular, we discussed the extension terms of LexFarm's lease with the Town. You
Eric Helmuth explained that LexFarm would need to submit its intention to seek the first five-year term
extension in writing to your office in or about January 2023. 1 also confirmed that the Farm
Nyree Bekarion Mack Lease provided for a second five-year extension following the first five-year extension
Maria Sagan period.
Ping Shen
Susan Schiffer In this context, I submit this letter to you, as representative of the Town of Lexington, as
Jill Melendez Young formal notice of LexFarm's intent to extend by five years the Term of the Farm Lease (Part
I, Section 10; Part 2, Section 2.3). This first five-year option would extend the Farm Lease
Executive Director until December 31, 2028.
Pamela Tames
Thank you for providing clear guidance through this process. We are grateful for the
integrity and transparency. We continue to be committed to producing fresh food, to
connecting people to local food and farming, and to allocating a portion of our produce to
people of limited means.
Please let us know the next steps.
Warm regards,
loa-41� I la4xlv_'�
Pamela Tames
Executive Director
cc: Mary Rose Scozzafava, LexFarm Board President
THIS FARM LEASE is made as of the Date of Lease below specified by and between the Landlord and
Tenant identified herein.
EARMLEASE SPECIAL PROVISIONS
I- DATE OF LEASE: January
i
2014 acting though its Town Manager or designee.
Massachusetts,LANDLORD-
Town of Lexington�
LANDLORD'S3.
(a)U.S.Mikil and Overnight Delivery: 1625 Massachusetts Avenue, •
. .
gov
4. IRLANT: Lexington Commumity Farm Coalition,Inc.
(a) U.S.Mail and Overruight Delivery:P.O.Box 554,Lexigton,MA 02420
l .
anet@lexfarm.org
6. DEMISED PBL.M.ISES.- The prenvises currently known as the Busa Farm on Lowell Street,Lexi ton,
•
RegistryIng
MA, beffig a portion or the premises conveyed to the Landlord by deed of Dennis Busa, Francis Busa
and Gay McGamie of September 8, 2009 and filed with the Middlesex South
District
Land Court as Document No. 1519938. A sketch planof the dermisedl
Lease. uded as
Attachment
7o LEALSE TERM: The period commencing as of the Term Commencement Date and ending as of
December 31,2023 with an option for two five-year extensions(see Section 2.3).
8. TERM.,.00MMD10EMENT DATE:The Date of
Tenant9. RENT C0_.MME.NC.EME.W.DA.TF,,: 'f be Term Commencement Date.
. December 31,2023,unless extended pursuant to this Lease.
11. BASE RENT: $2,000 'in 2014, micreasig by 2.5 percent annually. The Base Rent for each calendar
year shall be paid on the first day of each calendar year.
12. ADDITIONAL RENT: All utilities msurance, other charges and monetary obligations of
(other than Base Rent)under this lease. Additional if any,shall be paidt invoiced
by Landlord.
13. 'PERMITTED_USE: The Demised Prenuises may be used solely for agricultural purpose and uses
accessor. . . . cl i limitation t t l t volunteer
ii�a�,
14. FINANCUL REPogTM: Annually, the tenant shall provide the Landlord with a financial report
PrePared by a Ccrtified Public Accountant and showing the financial results of opemtions (balance
sheet,profit and loss statemcnit, changes in equity, statement of cash flows) for the tenant's business
year.
15. &RO : None.
16. SECURITY DEPOSIT: None.
PART H
ARTICLE I-PRIEMISES.
Section 1.1 Demised Premises. Landlord hereby leases to Tenant and Tenant hereby leases fi-om
Landlord,upon and subject to the terms and provisions of this Lease,the Dernised Premises identified to the Special
Provisions. Wherever in this Lease the term "Demised Prenfises" is used, said term encompasses the parcel
identified in the Special Provisions, including any and all existing and ffiture structures and parking facilities,as the
same may from time to time be altered.
The Demised Premises are leased to Tenant ""AS IS," with a farm stand building, one greenhouse, the
paved parldng area and the pump house currently located thereon.The Demised Premises are subject to and with the
benefit of all present and fature covenants, restrictions, easements, encumbrances,nights, and agreements of record
to the extent Mi force and applicable, and subject to zo 1 0
ning, envirommental and building laws, ordinances and
regulations and such other laws,ordinances and regulations as may fi-om time to time be applicable to the DcMised
Premises and facilities constructed thereon. Landlord shall use reasonable efforts to mi ' * e material adverse
interference with or disruption ofTenant and Tenant"s agricultural activities in direct relation to any future
covenants, restrictions, easements, encumbrances, rights, and agreements of record; provided, however, that this
obligation shall not interfere with Landlord's right, in Landlord's sole discretion,to place a conservation restriction
on the Demised Premises in accordance with Landlord's requirements under the Community Preservation Act
(CPA), M.G.L. c. 44B. In the event such futum covenant% restrictions, easements, encumbmnces, rights or
agreements of record (except for the CPA Conservation Restriction) do result Mi a MATERUL ADVERSE
interference with or disruption of Tenant's pernu'tted use of the Demised Premises, Tenant shall give the Landlord
written notice of such material adverse interference or disruption. Landlord shall then have the right, but not the
obligation, to take steps to cure such Witerference or disruption. If Landlord does not cure such interference or
disruption within 60 days of receipt of such written notice, Tenant shall have the right to terminate this Lease upon
30 days written notice to the Landlord.
Landlord shall have the right to access and enter upon the Demised Premises for the purposes of inspection
and exercising any right reserved to Landlord by this Lease. Prior notice of such access and entry shall be delivered
to Tenant, except in the event of an emergency. In the event of any access and entry, and except as otherwise
provided herem" , Landlord shall use reasonable
effortsmi nj
to i imize interference With or disruption of Tenant and
Tenant's agricultural activities.
ARTICLE 11-TERM OF LEASE.
Section 2.1 Lease Term. Subject to the terms hereof,Tenant shall have the right to use the Dernised
Premises during the period of the Lease Tenn, commencing on the Term Commencement Date and ending on the
Tennination Date,unless sooner terminated as hereinafter set forth.
Section 2.2 Acceptance of Dernised Premises. Tenant agrees that no representations or waminties,
express or implied,respecting the condition of the Demised Premises and no promises to alter,repair or improve the
Demised Premises, either before or after the execution hereof,have been made by Landlord or its agents to Tenant,
unless the same are contained herein and made a part hereof
2
Section 2.3 Extension of Tenn. Tenant, subject to the consent of Landlord (which consent may be
granted or withheld in Landlord's sole discretion),shall have the option to extend the Lease Term for two additional
five calendar year periods,upon the same terms and conditions as are provided in this Lease.
ARTICLE 1111--RENT.
Tenant covenants and agrees to pay Base Rent to Landlord as provided in the Special Provisions at
Landlord's Address,or at such other address as Landlord shall from time to time designate in writing. Base Rent for
any portion of a year shall be pro-rated accordingly.
ARTICLE IV-UTILITIES.
Throughout the term of the Lease, Tenant shall pay, either directly or as Additional Rent# the cost of all.
Utilities fiumishcd to the Dem-iscd Premises, including, but not Inimited to., gas, electricity, public water and sewer
telephone and the like. ,
Tenant shall pay or cause to be paid as Additional Rent, before any fine, penalty, interest or cost may be
added thereto for the non-payment thereof, all taxes, assessments, special use or assessment district taxes, excises,
levies, license and permit fees and all other governmental charges of any Idnd and nature which during the Tenn
may be assessed,levied,imposed upon or become due with respect to,or become a lien on,the Demised Premises or
the leasehold or any part thereof or any appurtenance thereto. All such charges shall be referred to herein as
*"Imt)ositions." Tenant shall have the right to contest or object to the amount or validity of any Imposition but shall
not withhold payment of any Imposition while any such contest or objection is pending. Tenant, upon request of
Landlord, shall ftwnish to Landlord within thirty (30) days of the date when any Imposition would become
delinquent official receipts of the appropriate authority or other evidence reasonably satisfactory to Landlord
evidencing payment thereof.
Tenant shall pay promptly when due all taxes which may be IMP 6 osed upon personal property (including
&Mres taxed as personal property)in,on or within the Dernised Premises directly to the assessing party.
Within.30 days of the effective date of this Lease,Tenant shall have all existing oil tanks inspected.Tenant
shall remove and replace all existing oil tanks,or add secondary containment to said tanks,by December 31,2016.
Landlord acknowledges that, solely in its municipal capacity, it makes water and sewer connections
available to landowners i Lexington. Tenant must comply with the nomal connection permit processes in order to
connect to available water and sewer fines,and this Lease does not give Tenant any vested or priority rights related
to the same. This Lease shall not govern the provision of water and sewer to the Demised Premises,and Landlord
shall not be required to finmish.to Tenant any facilities or services in its capacity as landlord hereunder.
ARTICLE V-USE OF PREMISES:ASSIGNMENT AND SUBLEASE.
10
Sec Use of Dcmised Premises. Tenant agrees that the Demised Premises duning the term of
this Lease shall be used by the Tenant only for the Permitted Use.
Section 5.2 Additional Tenant Covenants. It being the intention of the parties to this Lease that it be
a fully and completely""nee" lease, Tenant finiher agrees to conform to the following provisions during the entire
term of this Lease:
(a) Tenant shall be solely responsible for all, managemen4 maintenance, repair, and upkeep of the Demised
Premises and shall not allow any trash or rubbish to accumulate on the Demised Premises during the Lease Tenn.'
1 Landlord and Tenant acknowledge that Tenant intends to contract with Community Farms Outreach, Inc.
for the management of farm operations. Such a contract shall not relieve Tenant of any liability to Landlord
hereunder.
4 r'
Of
Tenant shall operate the Dcmised Premises in a commercially reasonable manner and generally maintain it in
productive farm use during the Lease Term.
N Tenant shall be solely responsible for compliance with all health, safety and building laws with respect to the
Demised Premises, including but not limited to c i
omplance with all laws and regulations pentining to
environmental matters. Organic materials and methods for fertilizing and pest control are to be prefcffed to
inorganic chemical means.
means.
Tenant, Mn the growing of produce, shall provide the Town with a plan if it intends to use inorganic herbicides
and pesticides. The use of pesticides and herbicides that have been approved for use by the Town shall be in
accordance with applicable law. The rate and location of application shall not exceed that permitted for the specific
crops being planted and pesticide or herbicide being used. All other label restrictions or guidelines.shall..shall.be strictly
observed.
(d) Tenant shall sell locally grown produce to the community through an on-site farm stand and/or a Community
Supported Agriculture(CSA)operation.
(e) Tenant shall provide a plan, attached to this Lease as Attaclunent B, Lexington Community Farm Plan for
Community.Prompas and dated 10/31/2013, which outlines programs. to Town residents, particularly school age
children, that addresses the relationship between a community and its residents, as well as the food supply and the
land from which it grows.
(f) Tenant shall take appropriate measures,in keeping with good agricultural practice,to limit soil erosion and loss
from the site to acceptable levels.
(g) Landlord shall have no obligation to provide any maintenance, repair, upkeep, management or security to the
Demised Premises.
(h) Tenant shall indemnify and hold harmless Landlord and each of its officers, board members, employees and
representatives again t all claims, damages, losses, penalties, actions, liens, demands, costs, liabilities, expenses,
Ines and judgments (including without limitation reasonable legal fees) related to Tenant's use of the Demised
Premises during the Terra, including but not limited to use of the Demised Premises by Tenant"s employees,agents,
contractors, invitees, customers and representatives;provided, however, that this indemni cation shall not apply to
any claim , damages, losses, penalties, actions, liens, demands, costs, liabilities, expenses, fines and judgments
arising directly and primarily from any act of gross negligence or Willful misconduct of Landlord. The provisions of
this Subsection 5.2(h)shall survive the expiration or earlier termination of the Lease Term.
(i) Tenant shall not be entitled to assign this Lease or sublease the Demised Premises without the written consent
of Landlord, which consent may be(A)granted or withheld in Landlord's reasonable discretion If Tenant proposes
to assign this Lease or sublease the Demised Premises to Community Farms Outreach, Inc., a Massachusetts non-
profit corporation(""CFO"),or(B)granted or withheld in Landlord"s sole discretion if Tenant proposes to assign this
Lease or sublease the Demised Premises to any person or entity other CFO. In the event of any assigmment,
Tenant shall remain primarily liable to Landlord hereunder unless assignee accepts and assumes all obligations of
Tenant under this Lease in a manner that is reasonably satishctory to Landlord.
6) No bucks, other than farm trucks and trucks used by Yd party Suppliers, workers and customers shall be
permitted on the Demised Premises. Overnight parking of any non farm vehicles is prohibited.
(k) Tenant shall not be entitled to construct improvements or make alterations to the Demised Premises for which
building permits or other local permits or approvals are required(the"Tenant word''')without the written consent of
Landlord, which consent may be granted or withheld in Landlord's reasonable discretion. In said Written consent
the Landlord shall confirm whether the Tenant shall be required to remove such improvement or alteration upon the
expiration or sooner termination of the Lease.
4
hm
"'fti!„
IT
Tenant shaH maintain the perimeter of the Dernised Premises that abuts the adjacent residendal lots in neat and
orderly condition,including controlling weed growth by cultivation, wing
mo. i and/or tilling within ten(10)feet of the
adjacent residential lots.
(m) Tenant shall honor and fidfiH the comm tments that are set forth in the Operational and Site Plan dated
10/31/2013 that is attached hereto as Attachment Q(the"'Overational and Site Plan!)and that may be amended from
time to time, as well as the Proposal for Lease of Town-owned Property for a Community Farm►
submitted June
6 3,
2013 and attached hereto as Attachment D, (the Troposal"). In the event of a conflict between either of those
documents and the terms of this Lease, the terms of this Lease shall control. In the event of a conflict be the
Operational and Site Plan and the Proposal,the terms of the Operational and Site Plan shall control.
(n) The Operational and Site Plan shall be reviewed annually,under timetines specified in that Plan. Landlord and
Tenant agree that either party shall have the option to propose one or more amendments to the Operational and Site
Plan at the time of the annual review or at any other time during the year. Any amendments to the Operational and
Site plan must be approved by the non-proposing party, which approval shall be granted or withheld in the non-
proposing party's reasonable discretion. In the event that the parties cannot agree on any proposed amendments to
the Operational and Site Plan, the existing plan(as may have been previously amended)shall not be amended as a
result of the proposed amendments and shall remain in effect.
ARTICLE V1-SUCRENDER.
Upon the expiration or sooner termination of this Lease,Tenant shall surrender to Landlord the Demised
Premises in neat condition and, except as specifically provided otherwise in writing by Landlord, shall remove all
farm equipment�agricultural goods and appurtances,whether owned or leased,agricultural fertilizers and pesticides,
agricultural waste and all m a.4�_ materials and debris. Man-made materials shall not include any improvements
or alterations designated to remain on the Demiscd Preniises upon termination of the lease pursuant to any consent
of Landlord delivered under Section 5.2(k)of dids Lease.
Tenant shall leave the existing farm stand Structure and foundation, any remaining greenhouse structures
and storage facilities,the existing pump house and paved parking area. Tenant shall also leave existing root systems
in place and, at the Town's election,plant or spread wildflower seed mix supplied by the Town as 'is necessary to
stabilize the sod prior to Tenant's surrender of the Demised Premises. The cost of the purchase, but not the
spreading or planting,of any wildflower seed mix shall be paid by the Town.
ARTICLE VH_-TENANT"S INS
Tenant agrees to maintain during the term hereof and until all of'Tenant's responsibilities have been
satisfied hereunder a policy of commercial general. property and liability insurance on an occurrence basis under
which the Landlord is named as an additional insured. Such policy shall provide coverage for claims by third parties
for new environmental conditions that first occur during the policy period. Such poficy shall not be cancelled, non-
renewed or modified without at least thirty (30) days' prior written notice to Landlord. The minimum limits of
liability of such insurance shall be not less than One Mill ion Dollars ($1,000,000-00), combied single Inimit, for
personal injury and death, and for property damage arising out of any one incident or disaster. The Tenant shall
provide the Landlord and said Landlord's designees with a new Certiflcate of Insurance, showing the Landlord as
additional insured,30 days prior to the expiration of the then current insurance policy or policies in force.
All insurance provided for in this Article VU shall be effected under valid and enforceable policies,issued
by"insurers of recognized responsibility licensed and doing business in Massachusetts and having a so-called Best's
Financial Strength Rating of'WIX11 or better,or,if such rating is no longer issued,an equal or better rating by a
successor insurance carrier rating service reasonably acceptable to Landlord. Any deductible amounts under any
insurance policies required hereunder,shall not exceed one thousand dollars($1,000). Upon the execution of this
Lease,a binder of such'insurance or,upon written request of Landlord,a duplicate original of the policy,shall be
delivered by Tenant to Landlord. In addition,evidence of the payment of all premiums of such policies will be
delivered to Landlord. All commercial general liability,property damage liability,and casualty policies maintained
by Tenant will be Vffitten as primary policies,not contributing with and not in excess of coverage that Landlord may
carry. If Tenant fails to maintain such insurance,which failure continues for ten(10)days after Landlord gives
5
A 01
Illfr
notice to Tenant ofsuch failure,then Landlord,at its election,may procure such
sra as may be necessary to
comply with tlx above requirements q (but shall not b obligated to procure same),and Tenant shall repay to Landlord
as Additional Rent the cost of such insurance plus an insurance failure fee of ten percent 10% of any such cost,
ARTICLE VM-FIRE AND CASUALTY.
In case during the term hereof the Demised Prenises or any facility thereon shall he partially or
substantially damaged by fire or other casualty,neither Tenant nor Landlord shall have the obligation to restore the
darna ed facilities. If, however, Tenant elects not to restore, it shall so notify Landlord in writing within one
hundred eighty days i o of the damage,and raze the damaged improvements wets and remove all debris at its expense
within ninety days of giving notice not to restore.
ARTICLE DC-'TERMINATION AND DEFAULT.
Section 9.1 Events of Default,
Each of the following events shall be deemed an"Event of Default"hereunder;
a If Tenant shall fail to i pay,as and when due,any payment of rent or other sums payable under this Lease
tr comply with the provisions of the Special Provisions hereof with respect to Permitted Uses of the Demised
Prenuses,or iii maintain any insurance reyuwad to be maintained by'Tenant and any such failure shall continue for
a period of fifteen 1 clays after notice from Landlord to Tenant;
(h) If Tenant shall fail to perform or comply with any other of the agreements terms,covenants or conditions
in this Lease, for a period of thirty days after notice from Landlord to'Tenant specifying the items in default,or
m the case of a default or a contingency which cannot with due diligence be cured within such o day
period,within such additional time �
p reasonably necessary provided Tenant commences to cure the same within such
0-day period and thereafter prosecutes the curing of such default with dihigence;
c If Tenant shall irdtiate the appointment of a receiver to take possession of all or any portion of the Demised
Frenuises or Tenant's leasehold estate for whatever reason, or'Tenant shall make an assignment for the benefit of
creditors,or Tenant shall initiate voluntary proceedings under any bankruptcy or insolvency law or law for the relief
of debtors; or if there shall be initiated against'Tenant any such proceedings which are not dismissed or stayed on
appeal or otherwise within sixty ty days, or if, within sixty days after the expiration of any such stay, such
appointment shall not be vacated or staged on appeal;
d If Tenant vacates or abandons the Demised Premises for a period of more than forty-five consecutive
days, not including seasonal closures and other temporary cessations of active use in the ordinary course of farm
operation;
e If this Lease or the Demised Premises or any paint of the Demised Premises are taken upon execution or b
other process of la on or subjected to an directed against Tenant, or are taken u attar y
p .� attachment b any creditor of
Tenant or claimant against Tenant, and such attachment is not discharged within ninety days after its levy, or
such further time as Landlord may in its discretion allow in the event the Tenant is vigorously and in good faith
contesting the attachment;and
f Tenant makes any assignment or sublease in violation of this Lease.
Section 9.2 Remedies.
Upon an Event of Default, Landlord at any time thereafter may give written notice to Tenant specify"
n
such Event or Events of Default expire and tem and stating that this Lease and the Term hereby demised shall9
hate
on the date specified in such notice if the Event of Default has not been cured by Tenant before that date. Upon the
date specified in such notice,this Lease and the Term hereby demised and all rights of Tenant under this Lease shall
6
�t6 F
expire and terminate (unless prior to the date specified for termination the Event or Events of Default shall have
been cured, in which case this Lease shall remain in &M force and effect), Tenant shall remain liable as hereinafter
provided,and4 at the Landlord's option,all Improvements shall become the Demised Premises of Landlord without
the necessity of any deed or conveyance from Tenant to Landlord. If Landlord exercises said option,Tenant agrees
upon request of Landlord to immediately execute and deliver to Landlord any deeds, releases or other documents
deemed necessary by Landlord to evidence the vesting in Landlord of the ownership of all improvements. Upon
such termi nation, Landlord may re-enter the Demised Premises and dispossess Tenant and anyone •clalmlin by,
through or under Tenant by summary proceedings or other lawful process.
Sec Landlord's Rfi!ht To Perform Tenant"s CQyenants.
(a) Upon an Event of Default, Landlo may, but shall be under no obligation to,cure such
default. Landlord may enter upon the Demised Premises for any such purpose and take all such action thereon as
may be necessary.
(b) Landlord shall not be liable for inconvenience, annoyance, disturbance or other lamagle
to Tenant or any operator or occupant of the Demised Premises by reason of making such repairs or the performance
of any such work, or on account of bringing materials, tools, supplies and equipment onto the Demised Premises
during the course thereof,and the obligations of Tenant under this Lease shall not be affected thereby.
(c) All reasonable sums so paid by Landlord and all reasonable costs and expenses incurred
by Landlord, including reasonable attorneys' fees and expenses, wi connection with the performance of any such act
shall be paid by Tenant to Landlord,as Additional Rent,on demand. If Landlord shall exercise its rights under this
Section 9.3 to cure a default of Tenant, Tenant shall not be relieved from the obligation to make such p ayment or
perform such act Mi the future, and Landlord shall be entitled to exercise any remedy contained in this Lease if
Tenant shall fail to pay such obligation to Landlord upon demand. All costs incurred by Landlord hereunder shall
be presumed to be reasonable in the absence of a showing of bad faith,clear error,or fraud.
section Injunctive RelieE
In the event of any breach or threatened breach by Tenant or Landlord of any of the agreements, terms,
covenants or conditions contained in this Lease, the Tenant or Landlord shall be entitled to enjoin such breach or
threatened breach and shall have the right to invoke any right and remedy allowed at law or in equity orb statute or
otherwise as though re-entry,summary proceedings,and other remedies were not provided for in this Lease.
Section 9.5 Remedies Cumulative.
Each right and remedy provided for in this Lease shall be cumulative and shall be in addition to every other
right or remedy provided for in this Lease or now or hereafter existing at law or in equity or by statute or otherwise,
and the exercise or beginning of the exercise by Landlord or Tenant of any one or more of the rights or remedies
provided for in this Lease or now or hereafier existing at law or in equity or by statute or otherwise shall not
preclude the simultaneous or later exercise by the party in question of any or all other rights or remedies provided
for in this Lease or now or hereafter existing at law or in equity or by statute or otherwise.
ARTICLE X-
Section 10.1 Award.
In the event that the Demised Premises, or any part thereof, shall be taken (a)by exercise of any right of
eminent domain by an authonized governmental entity other than Landlord or(b) by agreement between Landlord
and Tenant and those authorized to exercise such right (any such matters being herein referred as a -"Taking"),
7
F
Landlord and Tenant shall have the right to participate in any Tag proceedings or agreement for the purpose of
protecting their interests hereunder. Each party so participating shall pay its own expenses therefor.
Section 10.2 Termination.
If at any time during the Term of this Lease there shall be a Taking of the whole or substantially all of the
Demised Premises, this Lease shall to te and expire on the earlier of(i) the date upon which the condemnlin
authority takes possession of the real estate subject to the Taldng; or(ii) the date tide to the real estate Mi vested in
the condemnin authority. Rent hereunder shall be paid to the date of such Taking. For the purpose of this article,
"substantially all of the Demised Premises"shall be deemed to have been taken if the untaken part of the Demised
Premises shall be insufficient to allow the economic and feasible operation of the Dernised Premises by Tenant.
Tenant's interest in any Taking award will equal the value to Tenant of the remahung Term of this Lease (the
"'Tenant"s Share!). Landlord's interest in any taking by condemnation will equal the value of its fee interest plus the
re i 1 9 interest in the structures and improvements to remain on the Demised Premises after the termination
hereof(the"'Landlord's Shart). All awards from the Taking Mill be divided between Tenant and Landlord in the
proportion that Tenant's Share bears to Landlord's Share.
No such termination of this Lease under this Article X shall release Tenant from any obligation hereunder
for rent accrued or payable for or during any period prior to the effective date of such termination, and any prepaid
rent and insurance premium beyond the effective date of such termination shall be adjusted.
Section 10.3 Insubstantial Taking.
If a portion of the Demised Premises is taken and Section 10.2 does not apply, then this Lease Will
automatically terminate on the date of the Taking only as to the portion of the Demised Prermises taken and this
Lease will continue in full force and effect with respect to the remaining portion of the Demiscd Premises with Base
Rent proportionately reduced. In such event,any partial Taking award shall be paid to Lexington.
Section 10.4 Teu=M T ' .
Notwithstanding anything set forth herein to the contrary,if the whole or any pan of the Dernised Premises
shall be the subject of a temporary Taking of nin tY(90)days or less,this Lease shall remain in full force,including,
without limitation, the Term hereof and Tenant's obligation to pay rent hereunder, and Tenant shall be entitled to
receive the entirety of any award so made for the period of the temporary Taking which is Within the Tenn.
ARTICLE N3,--HOLDOVEIL
If Tenant or any party clanimi g by, through or under Tenant retains possession of the Denuised Premises or
any part thereof after the expiration or earlier termination of this Lease, then Landlord may, at its op tion, serve
written notice upon Tenant that such holding over constitutes (i) an Event of Default under the Lease, or (ii) a
month-to-month tenancy, upon the terms and conditions set forth in this Lease, or(Iiii) the creation of a tenancy-at-
sufferance,in any case upon the terms and conditions set forth in this Lease. Tenant shall also pay to Landlord all
damages sustained by Landlord resulting from retention of possession. The provisions of this Article M shall not
constitute a waiver by Landlord of any night of re-entry as set forth in this Lease;nor shall receipt of any rent or any
other act in apparent affirmation of the tenancy operate as a waiver of Landlords right ta terminate this Lease for a
breach of any of the terms,covenants,or obligations herein on Tenanfs.part to be performed. The provisions of this
i
article shall survve the expiration or earlier termination of this Lease.
AMUCLE XH-MISCELLANEOUS PROVISIONS.
Section 12.1 Covenant of Ouiet EniovTnent.
Upon payment of the Base Rent and performance of the covenants upon Tenant's part to be performed
hereunder and subject to the terms hereof,Tenant shall lawfully,peaceably and quietly have,hold,occupy and enjoy
the Demised Premises during the term hereof without hindrance or molestaflon by Landlord. Tenant shall not
8
I jjll
commit, nor suffer to be committ ck any nuisance or other act or thing against public policy,which may disturb the
quiet enjoyment of any property owners adjacent to the Demised Premises.
Section 12.2 Estoppel Certificates.
Recogn=ii g that both parties may find it necessary to establish to third parties,such as accountants,banks,
mortgagees, or the like,the then current status of performance hereunder, either party,on the Witten request of the
other made from time to time, will promptly fin-nish a wTitten estoppel certificate with a statement of the status of
certain matters pertaining to this Lease, In the form attached hereto as Attachment E or in form and substance as
shall be reasonably requested by such third parties and reasonably acceptable to the party or parties signing the
statement.
Section 12.3 Mechanic"s Liens.
Tenant agrees to pay promptly for any work done (or material or service finnished) by or on behalf of
Tenant in or about the Demised Premises, and Tenant shall not permit or suffer any lien to attach to the Den�sed
Premises or any other premises owned by the Landlord. Tenant agrees,within thirty(30)days after Tenant receives
wntten notice of the flag of any action based upon any Notice of Contract and Statement of Account(either by
payment orb filing of the necessary bond, or otherwise) for the purpose of asserting any mec is
materialmen's,or other lien against the Demised Premises,to act to prevent such lien froth attaching to the Landlord'
and/or Landlord's'interest therein,if such hens may arise out of any payment due for,or puzported to be due for,any
labor, services, materials, supplies, or equipment alleged to have been fiamished to or for the Tenant
about the rnised Prenuises. in, upon or
De
Section 12.4 Invalidity of Particular Provisions.
If any term or provision of this Lease,or the application thereof to any person or circum tance shall to any
extent, be invalid or unenforceable, the remainder ,,of this Lease, 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 Lease shall be valid and be enforced to the fullest extent permitted by
law.
Section 12.5 L5 BInding,and Other Miscellaneous Ma
Except as herein otherwise expressly provided,the terms hereof shall be binding upon and shall inure to the
benefit of the heirs,executors, administrators, successors and assigns, respectively, of Landlord and Tenant. Each
and every reference to the"'Tenant"hereunder shall mean the Tenant named herein and its or their re spective heirs,
administrators,successors and assigns,unless otherwise expressly stated to the contrary.
Section 12.6 Goveming Law.
This Lease shall,be governed exclusively by the provisions hereof and by the laws of the Commonwealth of
Massachusetts.
Section 12.7 No
Whenever by the terms of this Lease notice,demand,or other communication shall or may be given either
to Landlord or to Tenant,the same shall be in Ymiting and shall be(i)by hand delivery,(ii)by registered or certified
mail, return receipt requested, postage prepaid, (iii) by a recognized overnight courier(such as Federal Express)
furnishing a receipt upon delivery,or(iv) by e-mail with proof of receipt, provided that notice 'is also delivered by
one of the other notice methods set forth above:
If intended for Landlord, addressed to the Town Manager at Landlord's Address as set forth in the Special
Provisions, (or to such other address or addresses as may from time to time hereafter be designated by Landlord by
like notice)with a copy to:
9
Hip I
Ryan D.Pace
Anderson&Kreiger LLP
One Canal Park,Suite 200
Cambridge,MA 02141
TEL:(617)621-6528
FAX:(6 17)621-6628
Email:rpace@andersonlaeiger.com
If intended for Tenant, addressed to it at Tenant's Address as set forth in the Special Provisions (or to such other
address or addresses as may from time to time hereafter be designated by Tenant by Ue notice)with a copy to:
Lexington Community Farm Coalition,Inc.
P.O.Box 554
Lexington, MA 02420
The same shall be deemed to be delivered on the earlier of(a)the date received,or(b)the date of delivery
refusal, o i or on- if and as indicated on the return rece t of the United States Po ,
stal Service or of such
overnight courier. P
Secti a is Oblieations with Respect to Environmental Matters.
(a) Tenant shall,at all times,comply with all applicable fedend,state,and local environmental and other laws,
ordinances,orders or regulations now or hereafter affectin or applicable to the Demised P i
9 remises,or the operation
of Tenant"s business at the Demised Premises (the foregoing laws, ordinances, orders, and regulations are
herem" after collectively referred to as"Env'inmental Laws!').
(b) Tenant does hereby agree to idenuffy, defend, and save and hold harmless Landlord from all el
ac aim
damages, losses, penalties, tions, liens, demands, costs, liabilities, expenses, fines and judgments (including'
Rhout h kation reasonable legal fees) attiibutable to any claims related to,resulting from or arising by reason of
wi UM
the following: (i) generation, treatment,storage, discharge or disposal of Hazardous Substances(as defined below)
on the Demised Premises by Tenant or Tenant"s employees, agents, contmctors, Movitees, customers or
represenmuves during the Lease Term; (ii) the violation of any Environmental Laws on the DeMised Premises by
Tenant or Tenant's employees, agents, contractors,, ivitees, customers or representatives during the Lease Term;
and(fli ii) the Violation of any of the provisions of this Section 12.8 during the Lease Term, in any case, Micluding,
mdthout implied limitation, reasonable engineering, attorney's and other professional fees and expenses for
evaluating,and/or curing the same and for consultmig, engineering, defending against any such claims or removing
such Hazardous Substances, and for enforcing this indcmncation. Tenant sWW promptly no* Landlord of the
generation, treatrnent, storage, discharge or disposal of Hazardous Substances on the Demised Premises, and
Landlord and Tenant agree that a general notification related to a particular area or areas where Hazardous
Substances may be (i) stored on the Demised Premises or (ii) discharged or diSposed of in accordance with
Envirommental Laws shall be sufficient for the purposes of this sentence.
W In conjunction with Tenant's surrender of the Denuised Premises to Landlord upon the expWiation or
termination of the Lease Term, Landlord shall be entitled, but shall not be obligated, to hire a licensed site
professional at Landlord"s expense to evaluate the environmental condition of the Demised Premises and to evaluate
whether any potential liability for Tenant exists under this Section 12.8.
For purposes of this Lease, ""Hazardous Substances"' shall mean, but shall not be limited to, any oil,
petroleum product and any hazardous or toxic waste or substance, any substance which because of its quandtative
concentration, chemical, radioactive, flammable, explosive, infectious or other characterisfics, constitutes or may
reasonably be expected to constitute or contribute to a danger or hazard to public health,safety or welfare or to the
enviromnent, including Mlithout Iminitation any asbestos (whether or not friable) and any asbestos-containing
materials, lead paint, waste oils, solvents and chlorinated oils, polychlormiated biphenyls (PCBs), toxic mews,
explosives,reactive metals and compounds, radon gas,urea fonnaldehyde foam insulation and chermical,biological
and radioactive wastes, or any other similar materials which are included under or regulated by any Envirommental
Laws.
10
���ri< �,,
The provisions of this Section 12.8 shall survive the expiration or earlier ternuination of the Lease Term.
Section 12.9 [Intentionally left blank.]
Section 12.10 Amendments.
This Lease may not be amended, modified, supplemented or extended except by a written instrument executed by
Landlord and Tenant.
Section 12.11 Inteeration.
All prior understandings and agreements between the parties with respect to the subject matter of this Lease
are merged within this Lease,which alone fully and completely sets forth the understanding of the parties.
Section 12.12 Brokers0
Each of Landlord and Tenant each wan-ants and represents to the other that it has had no dealings or
negotiations with any broker or agent in connection with this Lease. Tenant agrees to pay,and shall hold Landlord
harmless and indemnified from and against any and all costs,expenses(*including without Imimitation counsel fees)or
MMI
liability for any compensation, co issions, and charges claimed by any broker or agent resulting from any such
deal' s by the indemnifying party with respect to this Lease or the negotiation thereof.
Mg
Section 12.13, venants Runnina Mn'th the Land.
Tenant intends, declares, and covenants, on behalf of itself and all future holders of Tenant's interest
hereunder,that this Lease and the covenants and restrictions set forth in this Lease regulating and restricting the use,
occupancy,and transfer of the Demised Premises(a)shall be and are covenants rennin with the Demised Prenu'ses,
encumbering the Denadsed Prenuses for the Lease Term,binding upon Tenant and Tenant's successors-in-linterest;
(b)are not merely personal covenants of Tenant;and(c)the benefits shaH inure to Landlord.
Section 12.14 No Waiver.
No Waiver of any condition or agreement in this Lease by either Landlord or Tenant will imply or
constitute a further waiver by such party of the same or any other condition or agreement. No act or thing done by
Landlord or Landlord's agents during the Term will be deemed an acceptance of a surrender of the Demised
Premises, and no agreement to accept such surrender will be valid unless in writing signed by Landlord. No
Payment by Tenant, nor receipt from Landlord, of a lesser amount than the Base Rent Additional Rent, or other
charges or fees due as stipulated in this Lease will be deemed to be anything other than a payment on account of the
same, and to the earliest due of the same. No endorsement or statement on any check, or any letter accompanying
any check or payment as rent, will be deemed an accord and satisfaction. Landlord will accept such check for
payment without prejudice to Landlord's right to recover the balance of such rent or to pursue any other remedy
available to Landlord. If this Lease is assigned,or if the Demised Premises or any part thereof is sublet or occupied
by anyone other than Tenant or permitted sublessees if any), Landlord may collect rent from the assignee,
subtenant,or occupant and apply the net amount collected to the rent reserved in this Lease. No such collection will
be deemed a waiver of the covenant in this Lease against assignment and subletting, or the acceptance of the
assignee, subtenant, or o ccupant as Tenant, or a release of Tenant from the complete performance by Tenant of its
covenants in this Lease.
Section 12.15 Counternarts,
This Agreement may be executed in counterparts and all such counterparts shall be deemed to be originals
and together shall constitute but one and the same instniment.
y
WO
pildi
'.
I
Auk
WTrNESS the execution hereof, under seal, in any number of counterpmn copies, each of which
counterpart copies shill be deemed to be an original for aH purposes as of the day and year Est above written.
TENANT:
l
"&let
Vo�-"MiexingtowlCommunity Farm Coalition,Inc.
4twet m Mern
-
LANDLORD:
Town of Le in ton
B,(::'� -
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Carl '. an ficn Eger
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ATTACHMENT A
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ATTACHMENT B
Cone m i y Programs Plan
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ATTACHMENT B
Lexington Community
LexingtonL"Farm Plan for Community Programs
Our goal is to make *
education. ty Farm a vibrant home for residents to expenience farm-based
The Commurlity Farm will provide hands-on educational programs for children and adults
history.about farming,food and nutrition, Sustaiinability and the envtronment�,and local farming
The Community Farm will become an educational resourcc and destination for the Town of Lexington.
We plan to collaborate with both pubUc and private schools to 'identify ways that Lexington Community
Farm can best serve the student population with on-site,experienal learnng opportunities,spanning
` ° * * • ■ 4 #
programs.sdencc�soci2d science,horticulture,and food service
*
on Community Farm plans to havc accessible raised garden bcds i its educational garden area to
de access for aff ranges of physical ability.This wffl allow the farm to ser a broad population it
its on-sitc programs. LexFarm alms to serve as a repository for knowledge about the growing of food on
* ,
wild.the farm,at home,and in the
to supplemcnt our We intend onsite programs by expanding the
dh
information available on the LexFarm web site and bi-weekly newsletter.
programs and expand programs on the farm.Also in Year 1 the Educadon Co ittee will plan new
V Mau
curncWa for future years in coordination with local schools and ci i
ivic groups. We plan to hire a
professional Coordinator of Education Programs to oversee the programs In the first year of the Community Farm,LexFarm volunteers wM continue running its successful
fees, Year 2,or when it is
financially viable.
Educational programnuing will be funded through program
memberships,and grants.
Farm-based education LexFarm Experience and Capac4 for Education Program Delivery
farming,ages to have an understanding and appreciation of
healthy food,and the role of local orgmc
* • • ,
childrenagriculture in
nga.sustainable future.
LexFarm plans to deliver programs in three settings:on the farm,around town and online.
On thefarm Volunteer LexFarm educators plan to deliver programs for
ncw axington Community Farm that are *
learningu to programs already defivered at other nearby
community farms,at Busa Farm and at the LexFarm Goat Yard,on rivate property adj&acent to
the land to be Icased. P
A mund town:In partnership with local spccialists and community groups,Lex Farm will continue
to offer both outdoor and classroom * * * •
resources.Arlington pubfic libraries.
ng PrOgMMS at Lexington and
Onkne:LexFarm will continue to use its popular website and bi-weekly newsletter to provide a
steady stream of information about local farming,educational programs offered by LexFarm and
throughout the region,and links to relevant
The LexFarm Education Comrxu*ttee will meet regularly to discuss and devclop programnaiing that will
meet our goals for delivening hands-on opportutlitlics for farm-based
learnin
* ith
studym' g area community farms to learn from their experience This has already included
*schools. and fostcnng relationships w the
Lexington their
*
Lexington Community Farm Coallflon,
.
P.O.
Attachment B-Page 2
Thanks to donations received from commura• 'ty members,LexFarm owns an impressive number of high
quality curriculum 'des on children's farm-based education,the same ides referenced again and ag ami
gul
in lists of recommended sources.
ThreemYear Education Program Plan
Education Program Goals and Offerings
Our plan for Uxington Commurnity Farm will serve Lexington children and adults by fostcning learning
about growing istory
food the food system,nutrition,sustainable land use,and local firm h
, .The
programs wM be orgarlized around age-approptiate themes and learning goals',with a consistent
emphasis on hands-on iH
learning Specific classes and activities w
. be developed to support these goals,
and wiU evolve in response to participant feedback.
LexFarm will.devote sigrufficant effortimto planruing and development of new curnicula in conjunction
with the Lexington schools and other education partners listed below We will.use onli
. ne surveys assess
the community needs and interests to help pri-oritize topics and programming.
While our long-term goal is ambitious,we recogruize that it will take time to build the infrastructure,
staffing,and financial resources to fulfill our vision.The first three years win see a steady ramp-up of
0 0 1 i i rings and organization.
activities,and we wll continually seek communty feedback to improve the offe i
Year I:In the first year of the Community Farm,LexFarm plans to continue offering its current
programs,and will.add new classes for young children and adults that use a learruing garden to be built
iUt D
on the Community Farm property. During the first year,wc w plan future Joint projects unith the
schools and other partners,and plan to=iitlate pilot programs for high school stud.ents. We will take
i i 1 0
articipants in
o
irutial steps to expand our onlne newsletter and website offerings.We expect over 200 p
farm-based education programs,and 500 newsletter subscribers.
Years 2-3: Year 1 programs will be expanded and adjusted and new programs introduced based on
ions.By Year 3,we
communlry feedback and results of Joint efforts with local schools and organmad
cxpect morc than 500 program participants on the farm,and 1000 newsletter subscnibers.
See the table on the following page for program goals,example programs,and participation levels.
Lexington Community Farm Coalition, Inc.
P.O. Box 554—Lexington,MA 02420—www.lexfarrn.oLq 10131/13
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Attachment B-Page 4
Investments In Infrastructure and Educational Material
Year I; LexFarm plans to bufld a learruing garden with accessible raised beds to be uscd for hands-on
education programs at the Community Farm. This will create a well-defined area that will be accessible
and physically separate from the farm producuion area. We also intend to purchase curriculum materials
and educational supplies as needed for the classes provided.
Years 2-3:In year 2 or 3,LcxFarm proposes to build an educational structure that provides shelter and
workspace for classes and to provIlde a gathering spot for volunteers and other visitors to the farm.
Staffing
Year 1:All programs will be conducted by volunteer educators.In addition to Education Committee
members,LexFarm will recruit several volunteers to become Education Stewards who win teach or assist
q
in.the delivery of classes and events.
Years 2-3:LexFarm plans to hire a professional Education Coordinator in Year 2 to manage the
educadon programs and coordinate the development of new educational offedingsin consultation with
the Education Corniril'ttee.
Educational Collaborations and Resources
LexFarm has partnered with a vWiety of organizations to offer its initial educadon offen'ngs,and we
W i i 0 0
intend to continue those coUaborations to develop addtonal farm-based programs.These orga=ations
a
include:
0 Waltham Fields Community Farm
0 Herb Pearce,Birding By Ear
0 The Climate Summer Leadership Program
0 �&nuternan National Histonic:Park
0 The Belmont Food Collaborative
0 Cary Memonial Library Children"s Room
0 Lexington Children"s Place
0 Cary Memodial Ubrary
a TheMOVE Boston
Additionally,LexFarm has hosted multiple field trip visits to Busa Farm,which win continue on the
Community Farm. Visits in 2012 and 2013 included,.,
• Covenant School Arlington(summer 2012,fall 2012,spring 2013)
• LeXington Playcare Center(August 2012,August 2013)
• Park School Camp Guly 2012july 2013)
Daisy Girl Scout Troop (March 2012)
Kids Cooking Green (March 2012)
The Commuruity Farm can be a valuable resource to local schools by offering i handon opportunit- es for
learru'ng and community service internships.LexFarm has had initial discussions with teachers M' the
Lexington Public Schools and NEnuteman Re ional Vocational School,and will focus in Year 1 on
9t
identifying specific programs to be implemented M' Year 2 and 3.
Lexington Community Farm Coalidon, Inc.
P.O.Box 554—Lexington,MA 02420—.www.1exfarm.oLq 10/31113
AP
Attachment B-Page 5
1
LcxFarm has built a library of books and cumiculum 'des that provide models for future programs.We
9W
will draw upon these and many available local,New England,and national sources of support for farm-
based educanion,including
0 Boston Natural Areas Network
db Concord Seed Lending Library
National Farm to School Network
The Shelburne Farms Curriculum Guaide,Project Seasons
The Farm-Based Education Network—partner and curriculum materlials
We also intcnd to seek grant funding for curriculum development from compaluies.and foundadons that
support farmmig and science education programs.Candidate sources of funding include:
2014 Youth Garden Grant(Home Depot)
Amen'can Honda Foundation
Captami Planet Foundation
Sow it Forward Food Garden Grants
USDA Farm to School Grants
USDA B 'nner Farmer and Ranchcr Development Program
egi
Newsletter and Web Site
LexFarm distn*butes news about farming education,events,,and resources on its wcb site and in a bi-
weekly newsletter. These miformation channels provide an ongoing connection to members of the
Lexington community who are interested in learning about grovVing food and sustainable food systems in
the area and beyond.
School and Group Farm Tours
LcxFarm has offered several group tours of Busa Fann and the LcxFann goat yard to local prescbools,camps,
and other groups,and plans to contmiuc these programs at the commuruity farm as a way of introducing school
children and commurnity groups to the farm operadion.
Community Participation and Accessibility
More and more people arc corruing to understand the breadth of physical
,
i i • activity recreational pleasure,
i
and health bencflts of workng on a farm-or a just bemg on a farm.Lexington Community Farm win
ide outdoor space for recreation and communlity events.The Commurluity Farm can bCCOMC 2public
provi
common where people of all ages and abilitics arc invited to participate and enjoy the farm.
Connection to Nature
The Community Farm site is part of a greater ecosystem encompassing the Arlington Reservoir and the
Munroe Brook and part of wildlife cornidors that extend to Arlington's Great Meadows.The Menotorny
Bird Club has recorded more than 190 species of birds visiting the Arlington Reservoir and Busa Farm,
and the farm's open fields provide food for dozens of species of misect-eatmig birds such as the farm's
barn swallows Lexington Community Farm will continue to provide bi
. rdwatchers and other nature
enthusiasts a chance to encounter wildlife with onsite paths and connec i
0 t dons to the Arlington Reservoir
trails. Organic i farnung practices and winter cover crops wW make the farmland even more hos 'table to
birds and other wildlife. Pi
Recreation
Lexington Community Farm Coalition,Inc.
P.O.Box 554-Lexington,MA 02420-wwwlexfarm. 10/31/13
Attachment B-Page 6
Our goal for Lexington Community Farm is to provide recreadion for community members who wish to
walk,run,or bike to the farm and walking trades on its peruirieter. By the second year of the farm's
i I rails and connections to
operation,LexFarmimtends to develop a comprehensive plan for on-site t
surrounding trail systems.The plan will consider:
Development of accessible paths on the farm property
Connection to the ACROSS Lexington trail network. Preliminary plans have been discussed with
members of the Greenway Corridors Comnlittee.
Connection to Arlington Reservoir's paths for walking or cross-country skiing
Volunteer Opportunities
We plan to build our volunteer programs such that Lexington community Farm will be a community
resource for volunteer activity and semice for Uxingtornians. We plan to offer year-round volunteer
i i +
opportunities for a range of ages,skills,and time commitments.
Community members who wish to contribute in a significant way will have opportunities to.
0 Assist in the development and conduct of education programs
0 Help coordinate the activities of volunteers and other visitors
0
Contribute to the farm operation,maintenanceT and construction of new facilities
i
0
0 Organize community events and celebrations
Organize and contribute to fundraising campaigns
For community members who wish to volunteer on an occasional basis,the Commuruity Farm will offer
farming assistance,improvement and maintenance projects,and other opportunities including high school
6 1
community service.
Community Events
In addition to community outreach through cducanional programming,we plan to offer intergenerational
events at the farm,such as poducks and farm tours to encourage all those interested to be actively
a
involved in the life of the Community Farm and to appreciate its role in the community.
Lexington Community Farm Coalition,Inc.
P.O. Box 554—Lexington, MA 02420—www.lexfa 10/31/13
ATTACHMENT T C
Operational and Site Play
i;�� �
ATTACHMENT C
Lexington Community Farm
Operati o n a l/Site P lan
Lexington Community Farm Coalition, Inc. xFarm), will operate Lexington
Community Farm according to the plan described herein which will be reviewed
annually by the Co m m un ity.Farming Co m m ittee.In accordance with A rticle V, Sectio n
5.2(n)ofthe L ease, L exFarm will s u b m it a p rop ose d re vised Op eradorn!and Site Plan to
the Co m m u n ity Farring Committee no later than December Js t of each calen dar yearfor
review and o r mod c tio n and appro val by the Co m m ittee by Jan uary 31 of the follo wing
year unless the parties agree otherwise.
Hours of Operation
Field Operation
The fields will be operational year round during daylight hours.
Farm Stand
Hours:The farm stand wiff be open up to seven days a week from April through November
no earlier than 9 am and no later than 7 pm.
For one-time events, the fields andfarm stand may be open until 9 pm, pursuant to 7 day
notice to the Town Manager,
For one time events, the fields and farm stand may be open after 9 pm pursuant to 20 day
notice to the Town Manager,
Forpennanent changes to hours ofoperation, LexFarm will provide 20 days notice to the
Town Manager for review by the Community Farming Committee.
Deliveries and Pickup
Any deliveries or pickups will be schcduled for between 7 am and 6 pm.
U-Pick
U-Pi"ck will be open within daylight fan n stand hours.
U. Products for Sale
Farm related Products
Lexington Commum'ty Fann Coalition,ingtor4
Inc.
P.O. Box 554—Lex NIA 02420-,,,-www.lexfann.org 11/14/13
Attachment C-Page 2
The farm stand will enable residents who are not CSA members to purchase produce grown
on the Community Farm and possibly Dennis Busa's popular corn,grown at the Waltham St.
Fields conservation property in Lexm" gton.In addition,we will offer additional local
agricultural products including locally produced vegetable seedlm' gs and bedding plants,
vegetables, flowers, fruits,honey,maple and apple syrups,meat,and da' products for sale
iry
at the farm '
stand We also plan to contm
. uc the Cape Ann Fresh Catch seafood share that
currently uses the site as a pickup location. We plan to reach out to local producers of high-
quality products to explore opportunities to offer specialty and prepared food products.
Lexington Community Farm will adhere to the Food Protection Program Policies,
Procedures and Guidelines issued by the Massachusetts Department ofPublic Healihfor
Farmers Marketsfor allfarm-relatedproducts. This will likely include obtaining a Retail
Food Permitfor the sale ofprocessedfoods.
Non-farm related Products
We plan to offer organic garden supplies and tools,and cducational maten'als to assist and
encourage sustam' able food production among home gardeners and residents with community
garden plots. We also plan to use a small portion of the farm stand as a storefront for
LexFarm-branded products such as t-shirts,hats, totebags and other non-food items to
support our nonprofit 5 0 1(c)(3)organization.
a 0
III. Farming Pracnees
Note.- Thefarm operation at Lexington Community Farm will be managed by Community
Farms Outreach(CFO), an organization that has been doing business as Waltham Fields
Co mmu n 1 ty Fa rm for nearly 2 0 years.A 11 descriptio ns belo w to CFO and Waltham Fields
Community Farm are in tended to convey a description ofcontinuing these same practices at
Lexington Community Farm.
The Organic Materials Review Institute(01DU)provides lists ofproducts that are approved
for use on organ1cfanns Thefollowing list by name qfpesticides indicates which are ei
. ther
100%organic or approvedfor us in organic operations, and which are specifically not
ittedfor use as a pesticide in the Uni 0ted States Any pesticides used on Lexi
. ngton
perml
Community Farm will be from th Is list and either 100%organic or approveafor use in
6 organic production in the United States.
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htto.-Iliiovviv.o��irt.omlstiesIdL,,fatiLIjiles,�6PI pdftcrops calegymay.,pd
Anticipated crops to be cultivated
Lexington Community Farm plans to grow only organic vegetables,vegetable starts, flowcrs,
flower starts,and bedding plants. We may also produce small quantities of berries and small
fruits for U-Pick or educational purposes. Small quantities of livestock of an appropriate
scale for the site and the town, 'Including chickens,goats and bees, may also be integrated
into the production plan 'in later years.
Lexington Community Fann Coalition, Inc.
P.O. Box 5 54—Lexington, MA 02420—www.lex farin.oEg 11/14/13
ff
lip
Attachment C-Page 3
f and where Le "arm plans to incorporate any livesto c k in to i ts operations, including
chickens andlor bees, 30 day notification will be provided to the Town Manager.
Composting Plan
We plan to create agricultural compost areas at the farm in order to conserve nutrients
produced on the farm,lower the risk of nitrogen pollution of ground and surface water by
stabilizing it in an organic form, and reduce input costs for the farm operation by generatffig
compost as a sold conditioner for the farm.
Most crop residues will be composted in the field by flail chopping and incorporation.
However,harvested crops that are not appropriate for donation to food pantries,along with
other organic waste products and possibly food, leaves,or organic landscape materials
diverted from waste will be made into acrobic compost on the faun site.
The site for compost production will be at least 2 50 feetf the farm"S well, 100 feet
from the Reservoir, and 250feetfrom the nearest residence with adequate visual buffers
to minimize the impact on the viewshed as stipulated by Mass DER Composted materials
will be used on the Farm and notfor sale Io the public.
High-quality composting methods will reduce the risk of nuisance complaints about odor and
flies. The amount of compost that will be made at the faun will be determined by the amount
of appropriate space available for composting after the farm plan is generated,since adequate
room for both material and vehicle operation must be provided in order to ensure the
optitnum.perfonnance of the compost pile.
Practices to minimize or eliminate the use of any synthetic pesticides, herbicides,and
fertilizers
As an established organic farm, Waltham Fields Community Farm has many years of
experience producing high yields of high-quality crops without the use of synthetic
fertilizers,pesticides or herbicides. We plan to continue the practices that allow this type of
production at Lexm* gton Community Farm, with the use of a conservation plan focusing on
transitioning to organic production(see below).
These practices include the use of cover crops and compost to build soil organic matter and
sail health;the use of targeted amounts of organic fertilizers to add specific nutrients as
ol
necessary based on crop nutrition budgets and annual soil tests;the use of organically
approved biodegradable mulches to reduce tillage,limit weed growth and mm' irfli'ze soil
erosion and nutrient runoff;wise and safe integration of appropriately-scaled livestock to add
nutrients and reduce pests;crop rotation;using physical cultivation techniques, flame
weeding, mulching, and hand weeding and hoeing to reduce weed populations over time;
scouting for pests and using available technological resources to predict pest hatch and flight
and adjusting planting dates accordingly;protecting and enhancing natural controls for pests;
and utilizing appropriate biological,cultural and physical controls before applying organic
pesticides according to their label as a last resort when economic thresholds for crop damage
have been reached.
Practices to prevent soil erosion,promote the sod health and the accumulation of
organic matter
Lexington Community Farm Coalition,Inc.
P.O. Box 554,Lexington, MA 02420-w wwIw,Iexfartn.or a 11/14/13
Affachment C -Page 4
We look forward to workm' g with the USDA NRCS EQIP(United States Departmcnt of
Agriculture Natural Resource Conservation Service Environmental Quality Incentives
Program)program to create a conservation plan for the Lexington Community Farm property
that includes a plan for transition to organic production,establishing boundaries and buffer
zones to protect water quality,, improving soil quality and organic matter while mw' imizing
erosion, improving pest management,developing a grazing plan and improving grazing
resources for any livestock on the farm,H*nprovm' g waste utilization and compostig,
i irrigation 0m a
improving gation efficiency, enhancing cropping systems and nutrient management,and
addressing air quality and on-farm energy production as possible.
The EQIP program offers financial assistance for agricultural producers to implement Best
Management Practices for environmental quality cnhancemcnt,and we are particularly
excited to create such a plan because of Lexington Community Farm"s proximity to both
r 'dential property and the Arlington Reservoir. While the conservation plan is in.process,
residential
we plan to continue our basic organic management practices, including promoting soil health
and organic matter'increase through cover cropping, the addition of compost,and reducing
tillage appropn*ately over time through the use of mulches and long-term weed management.
A winter cover crop will be put in place on all land not in active cropping.
S
dtorage p blan for fertilizers, pesticides and herbicides
Lexington Community Farm wiH use only organic practices. Any organic pesticides will be
stored in a locked water-tight, environmentally secured cabinet clearly labeled as pesticide
storage. Appropriate WPS(Worker Protection Standards)signage,training and personal
protective equipment will be'avai'lable for workers.The storage cabinet will also contam'
pesticide application records and an inventory of all the on hand organic pesticide materials.
Granular organic fertilizers will be stored on wooden pallets 'inside a building or greenhouse
area that is clearly labeled,easily accessed,and off-limits to the public. Liquid organic
fertilizers will be stored in their original containers within a catchment container that can
hold 125%of their original capacity. Fire extm' guishers will be available in the fertilizer
storage room at all times,and the storage area will not have a drain or other access to a water
supply. An inventory of all on-hand organic fertilizers will be kept and updated as fertilizers
are used.
LexFarm and CFO are committed to organic production methods for environmental reasons
as well as for the safety of our farmers, employces,neighbors,and customers. LexFann will
adhere to the NOFA-NY Farmer's Pledge as the backbone of its production. See below.
IV. Building Improvements
Building Improvments
Lexington Community Farm plans to continue the current use of the existing farm stand
structure,pump house,greenhouse,hoophouse and parking area. The condition of the fann
* 0 a
stand and connected refrigeration area and produce washing area is in immediate need of
repairs. We plan to perfoan structural repairs,including replacing the roof as soon as
Lexington Community Farm Coalition,Inc.
P.O. Box 554,,,Lexington, NIA 02420www.lexfann.org 11/14/13
Attaclunent C-Page 5
possible. Repairs and improvements in the short term may include removal of the
overhanging front area.
New Structures
Educational programs and associated public gatherings wil req uw" e some protection from the
elements. A place to gather and sit in the shade or out of the min will be essential. For this
reason,we expect to build a roofed structure in a area easily accessible to the public.
Any improvements or new structures will be pursuant to 20 day notification to the Town
manager.A 11 such imp ro vem en is or alterations are defin ed as wo or requiting a b u ilding
permit.
Emergency repairs may be submitted to the Town Managerfor approval without 20 day
notification.
Utilities
There is no public water or sewer service to the property.There is an Artesian well that is
sufficient for im'gation and for washing produce.
Therefore,we will lease a portable sanitary facility for use by farm workers. Over time and as
funding allows, we will investigate alternatives to the portable option,such as composting
toilets like the ones sited at many outdoor parks in the area,including Walden Pond and
Drumlin Farm.
In the future,should public water and sewer be brought to the property,we would expect to
proceed quickly to develop plans for*Mcreased farm infrastructure and an education center
with public restrooms.
LexFarm shall notify the Town of any proposed locations of any san itary facility,portable or
permanent.
V. Locadons of Parking, Drives aid ' ' lk
Parking
The public will park exclusively in the existing parking area. Farm staff will park either in
the lot or in a designated area adjacent to the farm stand. Motorized farm vehicles will be
stored 'in appropriate designated areas near the existing structures.No vehicles will be parked
in the parking lot overnight.
Farm Access
Le Farm has permission from the 48 Lowell Street abutter to retain the current vehicle access
to the farm.In the future,to address the encroachment we plan to provide access instead on
the north side of the fann stand.
Lexm' gton Commumty Farm Coalition,Inc.
P.O. Box 554—Lexington,MA 02420�—www.lexf
go.or Z 11/14/13
Attachment C-Page 6
At the time when addressing this issue becomes a requirement, LexFarm will submit a plan to
the Town for approval.
Walking Paths
With the exception of the Fann Access described above,the existing pathways on.the farm.
property will be preserved to allow movement of farm vehicles and safe pedestrian passage
through the farm. We plan to design improvements to walking paths, taking into
consideration planned educational and gathering spaces for the public. There are currently no
paths on the farm property that connect to neighboring conservation land or the surrounding
neighborhood.We plan to add such a connection in the form of a walking path in
collaboration with the Greenways Com"dor Committee to connect the new ACROSS
Lexington trail system to the farm"s pathways. This will integrate the farm into the Town's
efforts to promote foot and bicycle transportation.Additional recreational elements and
assistive accommodations may be added over time.
No Dogs will be allowed on any farm walking paths until a plan is developed in cooperation
with the Community Farming Committee no later than January 31, 2016.
Note.- Trail improvements will not include Mtroducing any new material such as gravel or
crushed stone on the path so as to protect the farm land and nearby conservation land
Lexington Community Farm's pathways will be open to the neighborhood and the general
public. However, we also recognize that the entry points to the farm and the pathways are
directly adjacent to private homes.The farm itself is in the middle of a suburban
neighborhood. We plan to work with the Community Farming Committee to establish
'M
appropriate signage and instructions to the public at entry points to the farm and pathways in
order to protect the production fields as well as the abutting neighbors" sense of security.
V1. Safety and Seeurfty
Securing Property
The farm buildings will be locked during non-business hours. Hazardous materials(e.g., fuel
oil), farm implements, and office equipment will be kcpt inside or in locked cabinets.
Mechanized equipment will be immobilized and keys stored in a secure location.
A gate or chain will be installed at the entrance of the parking lot that will be locked
overnight to prevent public parking overnight.
Access to the property for public safety vehicles will be provided through a Knox box.
Lighting
Lexington Community Farm Coalition, Inc.
P.O. Box 554 Lexington, MA 02420—www.lexfarm.org 11/14/13
W11
Ilr
Attaclunent C-Page 7
Lexington Community Fann will rely on existing lighting for the interior of the farm stand
and other structures. Outdoor lighting will be the minimal required par kin for g and public
safety in the parking area during non-daylight hours of operation.
Any change to lighting will be pursuant to 20 day prior notification to the Town.
Entrance and Parking
The current parking area is directly adjacent to the busy Lowell Street and is without any
barriers or other means of slowing traffic tuming into the area. Further,there is no buffer area
between the area where cars are parked and the entrance to the farm stand for pedestrians.To
address these safety issues,we are currently evaluating and may implement one or more of
the following solutions:
(1)a low fence to enclose the perimeter of the parking area, that will prevent cars from
entering pedestrian-only areas, including the area directly in front of the farm stand.
Allplansforfencing will be pursuant to 20 day prior notification to the Town.
(2)creating entry/exits significandy reduced from the current open area of approximately 75
linear feet along Lowell St. This will result a slowing of traffic in order to enter the site.
A 11 plans for entrylexits will be p ursuan t to 2 0 day prior notification to the Town.
(3)replacing the asphalt/pavement of the current parking area with%""pebbles/stone.This
will slow all vehicles entering and parking in the area.It will also promote good
drainage.
All plansfor replacing materials of the current parking area will be pursuant to 20 day
prior notification to the Town
(4)signage to help control speed and access in and out of the parking area,e.g., 3 mph,"'Go
Slow-, Children"',etc.
VII. Abutter and Neighbor Concerns
Motorized farm equipment
We plan to use a variety of appropriately-sized motorized farm equipment on the site,
including but not limited to tractors,tillage equipment,trucks, culdvation equipment,
irrigation pumps,tractor-operated sprayers,mowers, greenhouse fans and blowers,and weed
whackers.
Hours of operation of mechanical equipment
Hours of mechanical equipment operation will be limited to between 6:30 AM and 7 PM,
with the exception of greenhouse fans and blowers and inigation needed for frost control or
crop protection during droughts. We recognize that the farm is in the middle of a residential
Lexington Community Farm Coalition,Inc.
P.O. Box 554,Lexington, MA 02420www.lex armor 11/14/13
'lei
Attachment C-Page 8
I a that could
neighborhood and will make every effort to ensure that no'se does ot reach a level
be considered excessive or unwarranted as described in the Town's Noise Control by-law,
Exemption §80-5 (farmm' g)notwithstanding.
Organic Practices
r r
As descn*bed '
above,Lexington Community Farm will use fully orgamc practices and will not
use synthetic fertilizers,pesticides or any other inorganic substances in 'its farmm' g operation.
This means that neighbors do not need to be concerned about airborne or ground leeching of
chemicals in their local environment as a result of Lexington Community Farm"s operation.
This also means that Lexington Commumhy Farm will not be growing crops that typically
sold at the fann stand that may have
require pesticide use,such as sweet com. Any product
had pesticide application will have been grown elsewhere,and will be marked as such.
Lexington Community Farm will take the "'Farmer"s Pledge"'developed by several chapters
of the Northeast Organ ic Farming Association. The NOFA-NY Farmer's Pledge can be
found hered-
htt L:/,/,�tnvsv,,no atiL.,orlIsitesilde aulfffileslGenefic%20di ital%20pled e,, 2013 QS. d_M_
Visual barriers
Lexington Community Fann will maintain visual barriers for all trash cans and compost
plies. We will ensure that all compost piles are well-managed so that they do not smell or
attract flies or other vermin. We will genemily ensure that the farm 'is maintained 'in a neat
orderly and aesthetically pleasing manner.
Communication
We will take annual surveys of abutters to determine whatissues may be of concern. We will
also make clear that we have an open-door policy for conversations with neighbors about any
fuming practices.These surveys and all conversations will help determine important areas
for improvement each year.
Lexington Communlky Farm Coalition, Inc.
Lexington, NIA 02420—www.lexfarm.org 11/14/13
f
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ATTACHMENT D
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Proposal for Lease of Townmowned Property
for a Community Farm
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Submitted June 3,2013
By Lexington Community Farm Coalition, Inc.
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37
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40
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45
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i 61
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Executive Summary
W
The Lcdngton Community Facrn Coon Lex ' proposes to lease the Town-owned property on
N Lowell Street(f6merly Fusa Fawn)for operation of a rofessiomodl d,flnaa� and
P �mane
environmentally sustainable Community Fay with farm-based e:duMdOnal PtOgra=for all ages.All
programs will be shaped by an ongolng=d active engagement vith the Town of Lmington and i
. Y residents.The Community Fat a l be open and cessible to the entire Lexington cos un ty and �
neighboring towns.The financial sustainme ►t of far operations and education prog tna will be based �
a
primmAy on a community supported agdculuzd progmm modeL �
L Dame is a Lc3ington-b2sexl non,-profit corporntion.dedicated to farm-based eduC2dOn.I oexFarm's
nonprofit structure ensures that all procc+cds will be iv ted in pros that benefit the community
and contdlute to continuous improvement of the firm opemdon and the CL
Since Leodngton!s pease of the Musa Fum property in 2009,L,e Fazm has wed widespread citizen
support for its vision of a community farm on the fonner Busa propeq.As documented in dais
proposA Le ' ,has developed and offered successful f -based cduca�tiou prom s since 2011 a
the Busa Fad at other Lmeington locations,and Hugh its popular bi-weddy newsletter. �
a
a
Our Plan
It
LexFum's plan will,c=tc a selfsung,finamci:dly sound con=uniq f2rm wheze food is grown and �
distlted to the local ccity through pied shares(CSA),a stand,and"pick-your-own!'opportunities.A perc+cs�tage of the food grown wM be donated for.local food assistance efforts. �
The Co.f u ty Farm WM offer pip tory,farm.-based education and volunteer programs to promote �
health,undemanding of the food systmn and sustainable Lmd-use p a i+�, ►d an opp+o�►lt ►r
ch2dren,a,dtdts,and senlion to direecdy mperiience the production of theiut cwn food,,and co ed with
the ecology of the lam where it is gown..
Organizational Experience Ex er 1
:Y
There are.Brut core elements of a successful community fawn endeavor,and,1exF'a=has the expe-ricace
and expertise atits disposal to satisfy them.all.
Progr m -LexFam has developed and offered successU farm-based education programs
since 20110.and gatidp=g a significaut expansion of these popular programs when the
L. ,gwn+ om unity Farm is established.We have formed ate Education CommittxIe consisting
of education and science professionals who w l advise and pupate in the dcvelopment of
new progtam.Our goals for Lexington+ o nm=4 Farm's par"t patory,farm-based education
programs include promoting healthy mtingi,understanding the food systcm and sustaingbI ]rand-
use pra,ctice%and proving opportunities.for+children,adults,and seers to experience the �
pxoduction ci f t wi oven food coupled-with enjoyment of the land wh=It is grown.
Far Operations� community form raises on weUrman2pd farm operations as its primary
source of revenue.To+cn u e success in his area.,LexPaun will enlist the f miug c peruse of
Community Fa=s Outreach,Inc.(CFO),a separate nonprofit entity that has operated the
Widthmn Fields Co Farm since 1996.CFO 1 Is a financisMy soured,well-respected
+ ` at on that runs ` hl successful fa=er
� As a,r of c+crtYtx�a.1
.ua progra�a., p
agxeemen ,CFO wM provide the professional farming eocpedence necessary to manage the farm �
production and food distxyibu.tio,n aspects of the commusait fgL=.CFO's commitment to+orgmnic
practices will help to ensure environmen ly sound use and stewwdsbip of the
farml2nd.With this aC gcment,LexFarm has hen steps to unsure a successful sip and the
lots -tear v b ty of the fann operation.
H
Development&Fun drawmg—The LaxFarm plan for a Community Fann has received wide
support.This support is evidenced by the tesl3imony at BLUPC met' ,the 1,200 Lcxl�n
residents who ed a petition in support of a f=xt,dh&many Lexington residents who
conb:luted to pUnning the f2=and its com=unity pros,and most recently,committed
$25,798 toward the stir costs of the Community Farm in out May 2013 pledge ddve.
Gavemance&Fimmcial Oversight—Our board is eon Pn i ed olieone Lexmigron residents
S
V
with busm' ess,educadon,agricultural,and nonprofit expermce.ney Inve each demonstrated
their commitment to the Vision of a thiming comm i farm,as well.as their ability to i
=ty 9AM
community suppoM ma educational programs,and wmnge md plan the operations of a
C in=unity Firm.
cntem que c
The UxFarm proposal meets all of the Town's and offets a uni ombimtdon of locaL values-
.10 1
driven kadership,coupled with sound finmeW p and=ph=ented by expcdenced gnd
knowIedgeablc fatmers,educators,and
The Role of a Community Farm
Commu i fgrms ptovide locaUy grown,high quality food,but theff PUXPOSC is to connect th=q
nity
communities to the land Mi a wuy that promotes aw=ness,conservation,znd stewardship.A
i i i
ra=ty art=p in •
non
Commumty Fum in Le)dngton will Vve-it residents an oppo to P 2te a tmsfonna of
the Bwa F=m land into Lexington Community Fm=a&I aoculturaI,CdUC2tiOnA and envuionmental
resource for the Town.
Lexington Com==Ity Fa=will offer education about sustainable and land-use practlices
icnti 0 0 .V
through expexal 1h Elk rmadonal events,and school progmms. 11.ese educatioaid programs,
as wellas volunteer and recreation opportunitma are mitegral to LexForm's plan for Lexhigwn
Commujuty Farm.LcxFa=will collaborate with local educators,consemation and env=nmcntal
orga=aftons,and C=Cnslp groups to ensurc dut the fAim sezves as broad a C'ross-section of Lexington
residents as possile.
Organization of this Proposal
This proposal desafl:pes the three components of a LexizVon Comm i ■Fatm.02=itam iing a working
U=tY
0 &rm,providing farm-based.com Lunity education,and providing community access for all to im
jrg=c
open space.It presents in detaA the opmtion,cornm ity programs.,md financiag fbr the Co U
Fanm,2s well as its benefits for Lexib�on residents Itni org==' cd i
. nto to sections as follows:
1. Summaq of responses to RFP technical proposal requkicmcnts
Con=unity Fa=three-year bum5ness plan
]III• P opentional/sh
. e plan
i
IV A=for fium-,based community educat
. on
V. Re 'd statementsandaffimations
qu=
V1. Appendices With5UPPorting detail
116
u�
v 01
n
q �r
i,
1. Summary of Responses to RFP
Y Requirem' ents
Technical Proposal
u�
The Wo
• table i ns our responses} i a r ents and evaluation A a put
wing
4
a
p
4�01 n INI°p forth in the ;
RFP Requitement LcxFsim Response
1 Rmpondent iformation arc, LexiVoja Com=uniq Farm Coalition ?.&xF
addmsaI,te-okphone number gnd Ken K=ohky,Vkeaent �I
emgd address of the individual 78 BertweR mod,Le3dngton MA o
sulb ittin the pwposal who wM ��iirvl►��g1 ►��i1i�� IF+I'i ,� �'i •i
°.yn i I 781-862-6869(h)q as
statement dut the respondentK=KamoW as well a repmentatives of LexF2xm and
has
a B 6 8 • III visited
nted"the
e&
te md
fiA�2cquganted with the May 7,2013,wd gze acquainted with the a niaing conditions.
�,.
a>
i.
Farm, ty for the
Business Plan fox the fimming Comm=4
=d wM runits education,community
LcxFa=plam to enter'
f2=operation and food&ttibudon for Lexington Commun4
ui
The thme-yea business plan fi=ces the fium operation entirely
by proccej&from the&=operation and food dimtoludom The
IG
s
exped=ce in op
dll'
business
Education,community pr s,and c2pkd investments wiH be
F=ded through memberships,program fees,and��� .. '••
i • i
assumes. t there:vM be no
i
for
.
PtIcEminary+C p`-• clonal Ile" F i Operadongj/sitePlae'in Section Ill provides.
Site P u. all 0 fo tivu requ=tcd in Section 4 of the R'".
"r
I
M
II 4
LL µ
I�
iW
II� Iy
u
µ,
mY �.
VI�
�o
"r
NO
W
i
Educational + a education
■ middle- #
pre-school and elementgq school
gh
a rt
school chddzen,and
ld on These progm=
L=Fum!s ffim years of mccessfd educational offerings,and
will draw upon best practices from other community
a
The pragrnm a # #
ll
de hands-on
understanding of farms,o In d gurdenin&health
ng that fosters an
benefits of locally grown food,
•
nable land use,and
envitonmental stewardship.Ongoi outreach and collaboration
Mg
with Lcrington orga=' ations,schools,clubs,and groups wilt
+ i a •
ensure a r
Sectionlevel of pUWP=On by and benefits for the Town.
Inidally�voluntm educators will conduct education pwgrams
LezFarm expects to hire a professional education coozdinator Mi
Year 2 of the f;anm as progr=s expand.
See Farm—basedTlaa for CommunM
a Education!
for s
+ * identified
a + ■
on
LxxFum has
exceptions to any part of the RFP believe,if not=end4 could A='
& OW * * • • as a public
and leaseagreem,=L community hm from
ng in Fall
resourm
Because the gods of a r entirely
ty Farm are focused
# # believe a 'items
opcnt
ng for.
c benefit,we
* ultimately interests
community
operation.as the short-and medium-term needs of the
These items EaR into two cate ■
directchanpd,would have a •
act on the sbzwp and eventail
success of the community fion,and(2)sugge3tions for additions
or ckdficatiogm th2t am not mavnW"'exceptions",but would
nevertheksa help the a dSee"Txceptions to Lease Agmemene" ■
more effecdv*.
+ a Section V for a
i
financy posinion and how the
a
Lexington Community • •Commufflty Farm •
lease and operationd cost of the
• + nonprofilt org2n=itiom It h23successMy financed its education
ll be and outmach progmins duough community donations and
It has nin a small budget surplus since its
a
a inception 4
in 2010.
See Appendix A for LcxFum financial statements.
s ■ a
W=azz-of CFO
on(next page)
�_ a�.n��'�v�;. ,';'^��^^���AW iortn ,.
u
IV
��Mla
f B
I"ReCtmuiftment LexF&=Response
w JN
Community F1=S Outread�Inc.
is
nonprofit
orpnmdou t
since 1995.
IN m
ptiozWzes the building up of teserves to asmist with capiml
MIA, unemployment),and emerge;ncy support
w
processcompleted by August of this yen.FinmcL-d statements from
III
Of lemse.
ne
::III W t of the fi= don,food *
education, on,and the kase
ne cost of
and other cominunity
program p $
be fimded dimugh program fees,
S,
donations and corponte sponsorships,and gmnts,as welft as=y
s" *
#t
41
for debuls.
Statement of co
the s
s
CIM
and ongoing 'o Kfe.
dw benefit of the town won the suppqrt of more am 12o(3 Wwn
xesidenti�many of whom con=06uted to the Community F=m
concept
3
conceptThe LexFarm
Sekamen!s Busa Land Use Proposal Committee(BLUPQ
resWtedmI e p +
cw agreetnent on the co
and
i.
Boardecommencktion to the
Jand should be used r
LexFarm"s core t=' stion is to seme the Town of 9 p
fa= th
based education fbr residents of aU ages. It has offemda
• •
ce its
•
participatesn at the Community F=mL
including
Discovery the f
s
Day parade and the recent 3001h
# In p
Lex.Farm sponsored
to
lol
II'
L=Fam has offcred educational programs in dw Town for
Scoutsi Kids Cooking Green,and othez local oigm=ations.We
are coltboradng with Lexingon educators to entore
opportunities to complement s600l curdcuL,L
muy,Girl
shalI be the
op=tions and educationA Amanda Cadmx�Farm Manager at Wdtham Fields Com *
progm=ng and their .
Farm suw= s
at Laxingan Experienced Emm staff employedand tmkcd by CFO will work
and food Farm to manage the farm operations
committeeBascd Community Education!"for details)
Nancy Gold,w&direct the education Programs.The cight
m rWh'YI"'
have Fran Ludwi&fo=er.director of Science educa W* n M* the
LexiVon Public Schools,as an Advisor.I=Fum mitwds to
in
hirea professional Coordinator of Education Program' the
sccond yen of the farm opendoz
g and
n y�
ry. w
ill
IIV
n , III
If. Community Farm ThreemYear Business Plan
This swion addscsscs the rccluirements tatted in Section of the RFP. �
III
III
Busimm Structure
III
III
T µ The L+e ngton Comm=4 Fes,+Coj1don,Inc. xFa=)is a 50 c 3 non rof o oration that 11
P'
have o e ll respongiMllty for L+ea gtotx+C Fatm in coopIcrationvith the Town of LVain n
and its appointed agdcuh e co,
L+e a=will assume fiinaoci l and legal responsibility to the Town as lessee of the
Property,and WM .a.
, have ovIend management rrsp+nns dityr for Le ngtorr Commnit Fu LFan cyull d a
education progran22,volunteer and comet t ou.trcach progtz=,,coordination with Lem n schools
and orgaru ations,and low-in�comc food.access p , s. 11 sew fumding for these
pm"IgP=through program fees,me nbersldps,and fu dmisin activities. A capital.campaign to begin in
013 will generate ids for much needed capital investment in modem faro equipment and farm
• •rlst rmaw.,,��yy IaIn���
.
Le Pgrrn plan to establish a contract for managing the far opention with+ om unity Fay �
utmeach,a o nonprofit corporation a=ently daring business 2sWalb,Fields+Co,mtnun r
„
Farm.�CF 7�w l c pr, to ,n Community Far's 2gricuhural pmductioa and food distr u i
Lr. Fann will rCv1M au,d approve the annual farm operating plans prepared by CFO.
I
With acarly twenty ycan of successfaRy opemtiag Wales Fields Co ty Farm CFO has the
e p+eriw ce and organizational capacity that uniquely it to run the Lexington Community,Fann's u
ag tcultc rat operation.CFO has a staff f faarmexs wedcommUM, f sc�or�C f rincr
prates,and the+CSA business model.Experienced CFO-employed E2= staff will.be assigned to
manage agricultural,opemions at the Lexington Conimunity Faun,Jbcse fa=cn will implement the
annual operating plans under the superviisi n of Am=&+father,,FgL=Manager at Waltham Mel& This
J wM ensure that the Community.Farm is profesdionally run from the first day of its operation, II
LexFarm,2nd CFO r+ec09r ,e} enni Buss's knowledge of the land that his fly wed for nesily 100
yema Mx.Busa will be employed on the&=staff for at letat the first yea of production,p.rc vidim 1
m with continued agricalmral employment and al+d g the new team in the=wltlon to organic fssa.crra�
races.
This business plarr reflects the combined expenieoce of Lc Fum and CFO directors in mana ' farm
opcmimons,cd=don and volunteet program ,=d other nonprofit and for-profit businesses.However,
as with an stay venture, opt Community Farm v farce challenges and un
1� p' cextkties on the
path to becominga a a se =suss operation d coltnmur�xt, tesou=e,. Wlidc our goals vM imam
constant,we will adjust timeftatn+es,budgets,and tactics in response to roux initial.experience and.
F r
commu=ty input.
I L
� Farm and CFO orrntional Background and Goals
Fp"3a.Deectiption of respondent's organi ation,and goad
The Lodngton.Community l aL=+Coalido .,Inc. gexFa.=)is a registered nonprofit corporation in �
Massachusetts with IRS dcuigmdon as a 501 c(3)not for profit pubUc charity.We are dedicated to
educations about terns, and sustainable end use in Lexiagton Massa&usetts. �
�µ
u
k
L=Fum!s leaden are longtime Le3dngton residents who have each demonstmted their commitment to
the 4 ' a of a tbAving community farm for thek Towm They have demonstrated their ability to i
VM0 9=
cominunity support,to run educational programs,and to mmage and pL=fbr the Community Farm
tly dIAr
Coah&t�s Bond of Directors cutren
operations.The Le gton Community Fami
commumty organizen,educators,and management�financial=d technical professiong1s.Should the
Town of Lcdngton accept this proposal,the board woudd expand to include representatives from the
co a to lead our fimdraising and development program and volunteer coordim=* n.
Mmunity
Since the purchase of the Busa Farm propaq in 2009 by the Town of Lexington,LcxFa=hm earned
widespread d=iea support for its vision of a co nmunity farm on the fonner Busa property.Through its
popular bi-weddy newsletta,spons i of fihus and forum,and operation of a stmalt goat yard on
0=9
tio in arms,
pnvate prop"ty,LcxFa=has been able to provide educa i n to the public si cc 2009 about f
a
and sustai=ble I=d use.And,as documented Mi this propokaL LcxFarm his developed and
off=d successful fa=-based education progmms since 2011 at the Busa Fa=and athcr LexiVon
locations.
tio 5 for
Because the com lunity is at the center of our worX we seek to provide kfoma i n and resource
all'individuals and orga=ations concerned about local food and sustiinable agficulture in a suburban
envvonmcnt.As d:Lis wokk continues with a wod&ig fiirm a3 a resource,LexFarrn!9 board intends to
engap alt lintexestcd zesidents=d it5wwn govemment to develop the desired programmmg,determine
the operational details,and hire the necessarystaff to accompUsh the goah for Le3dngton CoMMUMty
Fam.
131
Co mmunity Fa=cw Outrmch,Inc.,curr=dy doing busmess as Waltham Fields Community Fatm,
4
non-profit orga=adon fbundedin 1995.Presently,Wiltham Fields grows a wide vviiety of
0 vegetables md providcs educati 0onal pto g to Serve.community needs on fifteen acres of
forward to the opportunity to support Lc0armin
leased land Mt outside of Boston.CFO looks
is 018 ul&=operation on this
creating a communicy farm for Uxington and' well,p i ed to mn a successf
high quAty&=Iand-
nLt)r
Waltham Fields got its stadin the e2dy ninedes when a group of volunteers formed Co=mu * Fa=5
Out=ch and spent their first years gle i leftover produce from=a&rms to donate to hungcr relief
antng
effirts. In 1995,d:Lis group Insed land from the Uatirersity of Massachusetts Agdculb=g Extenswin
Station and stmfted to do busincss as WgItImm Fields Community Fan=These fickla were formerly used
as a research site most famous for the development of vegetable v2zle=is such as the Waltham Butftmut
Squash and Waltham Broccoli�still,in.wide circuladon.today.Soon aftet CFO staned iazu�n&It initiated
a Community Supported Agdculture(CSA)progmm and began to hire paid staff to oversce the work,
and*in 1998,it began offering fb=4 educadion programs for childre=These cffornwcre bom Mi
nis' cal food and hands-on engagement in food
reSpon5C tO Mg d=and ham consumen for sources of 10
set the stage for positio i ounelves as a lmder in the co nunity farming
production and they ning 6 e
movemcn.L To&y,CFO-'s base of aperationarCM21M 0JM the UM25s-owned Lwd�where lt has office
Sp2CC,a produce wash station,two greenhomes,two wa&-in coolers to licep food fresh,a Leaming
Grardea education area,and a CSLA distribution barn.
ne Mission of CFO is to promote local,agdculw= and food access through out fimning operations and
educatiorial.progr=s,using practices that axe socially,ecolo i wcaUy,and ecoaomically sustainable.CFO
cncourages healthy tchtionships betwcen people,their food supply,aad the land from which it grows.
iii
CFO's core progr=s include:
Eggd Access/Hun2e RdkE Provision of fresh vegetables to low-income community membem
in need through our special Chu teach Market,donations to emergency feeding and nutnition
education program,fi=-to-school distdbutions to locgl public schools,and h2ff-pdce CSA
shares.
CommunitjSut)no=dAffn*gAture(CS -Fatm-Shares,Operation of%L summer share program
that includes a wide variety of o rga cs&3r gown vegetables distdibuted over 20-weeks fromjune
through October,with shares paid for in advance and all pick ups at the to gin [2=Mite in
Waltham.Ilere am alsoa Witted num cr of winter sham sold to summer sh oldexs,vith
several pick-ups iiii Novembex:Lnd December. Ill CSA F111j9 enhan s ffie economic
vitalfity of the fay,and provides sh=eholdets with opportunities to be in close connection with
the land and the people that grow their food.
Edu Opportunities spanning cbddxen!s lAmming Gulden progam progmmls.on food
production,emko=ental science,=d nu=on educa i00 n;wodrshopsfOr adults;volunteer and
service learnincr opporldes;and a fbnnal Farmer Training program
R"3b. Ptin ipals of respondenes otgwmation
LexFarm:ne TcxFa=Executivc Conumittee consists ofJanet Kern,President;Kem Karnofsky,Vice.
President;and Derek Moody,Treasurer and Clak Pro-tempore. Board member Nancy Gold chairs the
LexFs am Education Com=ttee.
See their attached biographies and those of other members of I Fa=Board of Directors and
Education Committee in Appendix A.
p , CFO:CFOs Executive Director,Claire Kotowler,and Waldum Fields Fann Mm=ger,Amnndsil Cather,
are the i i al staff memben engaged in mawging the ptoposed fay operafim Ms.Kozower has
P=CIP
been'in her ant position at CFO for five years,and has more than twelve(12)yearns'=pC1i'==in
farm m=agmetnt and local food dist ibution capacities.Ms.Cad=hals been in her cw=t position for
i managem eight yem and has more than urteen fo (14)y ears'expedence in small-sicorg2=farm ent.
A
See their attached resumes in Appendix B.
R"3c. Integration of lease and use of Community Faun property with existing operations
TransitJon from Busa Farm to the Community Farm
LcxFa=has carefi-dly considerled how to ensure a smooth transition and rapid.start up of the
Community Farm.Partnering with CFO is d:tc cornentone of that strategy,as it ensures that the
Community Fum will employ hj&y skilled&= staff who are exped=ced.and comfortable worldag in
a com iuniqfarm 5letting. In addifion,re Denni Busa in the first year will help the:band's new
fawners quickly master the nuances of the property that he knows so well.Finally,by rnalin taininga firm
stand outlet,the con=umlty fa will Continue to selve and engage nemb y re sidents who platrodhe the
Buss Form CSA and farm stand.
Because farro production and food distdbution will be marn ged by CFO,Lcodngton Community Farm
will adopt and adapt the agdcultural and personnel management practices that have been developed aad
refined at Waltham Fields Community Farm., This eUn3inates the 1 ming curve that would othm-wise be
incurred by a new&=ope radon.
minty that vi
Leamington Comm ty Farm will build on the strong firming awition t t gs estabUshed on the
cw=t Busa Farm site b%112=g in the late 1600s and has been carded on most recently by Dr-nni
Busa. Together LexFarm and CFO plan to make use of this base to convert the printdy operated Bum
Patm,a locqI unsure in its own jight�into a key community asset accessi to all,Lexingpon regidents
■ . i education,volunteening2nd
ra diverse army of fresb,healthy,organicaUy gtown veget2bles.W.Busa will serve as a key•
advisorfor
7e and
ve recreation,
In recent yens,CFO has "ed.expexience catablishing new farn:dng opexations at the Lyman Estatz,a
■sto i
Form,New England prop"in Walthmn,and GrAteways
unity
Waltham Fields Community Fa=cmrently possesses a veq active CSA shareholder comm 1 (27 of
an expenmced management staff Vnith over 20 yean of combined
orgm=vegetable ion i
mce.at and deep knowledge oEwhat it takes tD integmte the
s
whilepublic into a thZming and efficient self-susw=g vegetable operatimn,creating ownership and
building i .. ■ g and e=cd qpculniral'income.
CFO looks forwud to dnving on its i
i i
I resource base to help LezFum.create a=ique brand identity
for i i i
ng around its history,community placement,and customer base
In the funtre,there may be opportunities for LC=igton Community Firm and Walth=Fields.
Comroungi ■ .
permit Farm to distdbute some of each othces products.
s can
dc greater Variety of
produce in Le3dngton and any ioptu0=6 e lio
production.
Market Strategy and Food Distribution Model
RXP 3d.Target matimt and strategy for gaining n'i
Demand for locaUy grown foocl and CSA ■
ps exceeds availability dmughout the Boston arm
■ ; + their •
tently sell out
documented + . i i residents
gh level of
they would buy a CSA sham at the Commuruty Farm--enough to seU out the awget number of .
Of the more than 6 milUouindividuahi
the Boston area,more 4 milli livein suburban a=91,the
vast majotity M the suburbs of BostosL The USDA csfimztes dut these consumen spen4 on average,
$527 per household=i 2008 on fresh Enihs and vegetables.Located M" the suburbs,Lmdngton
Community Farm is in au excellent i . position directly. ! i
�ty to
this huge pool of well-educated,rektively high-income customers is a tremendous asset
in faan2CtiVidCS.M=y i residents
supports. Von
own produce on worldng farrns and engage Mi the many ensiching activities a Communny Farm
ne opportunity for farm mstomers to set foot on the fkm on a regular bamis,to pick th=* own chea7
tOMRt005iherbs and A,to interact $ O A i i.
th the folks who grow
r food and recog
e their
is
a powerU motivator for many potential customers for
i Lexington i
s;
■ i t' '� i i i r
educad
on progtum grow and expand,
dents of
n�n and
ng
es vffi have
addidonal reason to remidn.connected vnith the fa=and buy their produce d=&These progmms
V
to ensure that every Lexington resident has visited Lmdngtoa Commumity Fa=2t IMStonce.by the t lime
they leave elementu7 school,hopefidy sampling delicious locaUy gtown produie and wanting morel
x
Busa Farm already posscsscs a lvy2l cu-stomer basc forts fm=stand and CSA program.Local customers
regu dy purchase produce,flowedng plants,and other products there.Our proposal for Wigton
Commuraty Form plans to continuc and expand both the CSA and the f m stand,connecuing with the
.mare 1xidngton customers who are looking for a source of fresh,local vegrt ables grown in an
environmentally environmentAy repnnaible way and for a deep con ection with their fa►=ers and thcir local fiu=
14
nr
...... „A, 'vm^•rera•z o,
�1V
rM.
w
�r
T
ri
The cisting farm stead offers us the oppertarity to etc a unique type of Community Supported
Agirahure ar=ngementt,already practiced by Denni Busa. A,CSA shareholder pays up ant,
commonly January+ r F+eb�, much
-�ne+�ded cash fiw for the& m dig the months
when most farm expenditures are oc+e . Under the Le3dngton Community Fa=su"-ng=en4 �
shar6olders could come to the fay stand any day that it is open to collect vegetabla for up to 1100/6 of
the value of el up-front investment Shareholders would also be able to h2mst U--Fick cps any dme
, the standis opcmn,again up to the value of their payment~They will also be able to purchase additional
produce or other farm stand products dwing their time at the stand,although tlseir up-front payment
y will,be redeemable fbr vagetables only.Each ye on residents will have the opporiu�to sign
up culy for 'SA s aa.res.The+cady access end w st for s�cveral weeks or us�t a rc-dete mined
p p
percentgge of shares have beca allocated to Lexington.resideatts.
This I
t style+SSA,,with.m. ,um HeAbility in produce offered and pickups available, � ' es
w
�
sha:rchrlder��and retention, when,pickups take place an aethctllyr pant rm
sund and,fa=staff are friendly,knowledgeable,and welcoming to all customer.
I
e are strung belicvers In far starc staff also being field staf&since a powerful connection with their
hers can be a strong motivator for customer loyalty. We also plan to continue and+expand the
offer of local products beyond the vegetables and flowers gro on the farm, rea� t�
the famm stud into as destination where consun=a can pur&m local products that they feel confident
are responsibly prcdu+c+ed and quglity.
w M
A.percentage of the fate*s harvest will be sold to the public at the farm staff during the gmwing season.
, We propose to suppk ►cut the farm- wwn produce sales with sales of vegetable seedfin a and flowering
�r plants grove on s�iubc,as well as added farm ptoducts from local producers such as corn grown by I+er�.r�is
usa on the Waltham Street Far= on Legion conservadon land.This diverAfted.product strategy Wz
,ne«tate suff:ient a-Oculhmml income to cover the farm operating exp+ensc ,provide support to other
.M
local producers,and broaden our com�muniq's access to farm products,regardless of customers"
participation In the+ S.A pia,.
The la for the fist year is to offer 150+SSA shares at 500 per shat#e or b w -
m p' y p' , per week for s r
season. Firstycar iacorne from CSA vegetaWe shares is estimated to be$75,000 and is oTected to grow
to r1003+ 0 in Year 3.
The firat yen fanm st d plan forecasts$40,000 in sales of&=-grown vegetables,150,000 in seedling
and pots plant sales,=d$95,000 in sales from added aocultuW
products.
In subsequent yreat ,we propose to offer books and organic rdening supplies at the farm stand to
coMplement educational offerings:
Local Fesursnt,Sales
A.
There is growing interest among restaurants e�r�her�e is scrag local,,o�ic food.LcxF'at expects'11
A to sell of a smrall portion,of its harvest to local arc Uran is such as Noutish Restaurant nt in Lexington.'TNs
will add to the unique local flavor of dme establishments to the enjoyment of residents and visitors. �I
IVY w
R'', c.How revenues wiH benefit the public
The revenue generated by the Community Farm wdl provide many public beacfits,including low-income
n
food access,education and volunteer programs,and susuinable land use that protects the environcne t,
Low4ncome Food Access and Donallons
°w LexPum plans to coordinate with the Wigton Interfaith Food P2ntr and other otganiz Lions such ads
Boston Arcs Gleaners who distrflbute fresh produce for low-income households.nese programs will
ta
M:
M i
w.
u
w
�rrr
o * s Population
the
on2l benefits of fresh pmduce to a local
and oft=2cute.We plan to reseme 101/6 of the fir&s harvest for d�s purpose.
In # •on to food donations, ® i • �/
f
significant
• discount • came families
• discount a • #-ted by voluntaq t
The
4 be shareholders.
butions
from other CSA
Waltimm MeLds Community Farm and others have successfiZy applied
® provide without diminishing
aa • income.
communitys model to
Education and Volunteer Programs
As documented duoughout d3is ProposA education progt2ms and other progmms to engage the
a rfe of the firm !be central to the mission of s • •ngton Community
fees,
and avuilable farm opention surpluses WM be
Section 4 ■ * a ■ i i
used to fimd these progmw
bes
l the goah and
# program,al plans fbr these
Conservation and Sustainable Land Use
The proposed community i y * techniques ■
nable land management
a � a ; ■
M to defend
and other best practices fiuming and ecology.Carbon inputs and outputs wM be carefully considered
* a decm-ons
Visitors p A 1 � a
# Fed
A i settings extending # onmentil benefits wa beyond its acreage.ne y
and al
holistic approach tosustai�ubfl4 will ensure he2lthy Land,healthy food,and a healthy vatrxshed area
wildlife
a idox that supports a * *ty of life.
Walthon Fields Community Farm has bkm the"Tarmer's Pledge",which vus devr1oped by Northeast
Orgam*c F=ming Association'in=effort to help local f=w uticulatc their commitment to working in
hannony a leaving a ■ which i •
th natural fbrces and
tdc
cce of the wodd over
bettu condition
a a # * i • •
plm of the Fameeis P6*
ll be
ed
.Lexington Communq See Appendix B for the 6A tmt
Hl at
Community Farm Revenue and Expenses
Farm Operation and Food Distribution Budgat
Ile i I a designed ® li
13
OpCr2ting expenses of the&=,food ptoduction,and the fi=stmA including wnges smd benefits of
fum employee%20CUlb=d
A
The farm opemdon plan projects$292,500 in agticultaral revenue in the fmst year of fi=operati0r6
i i yi
growing to$344,000 in year 2 and { ;
Ihe proposed famn operation budget provides for a short-tm=lent of Denniis Busa's&=equipment
However,Mi order to operate an oqp=c fa=with the dc=' ed producuion efficiencies,we plan to replace
Anticipated Capttal Expenses
access. year buminess plan pedo&This indudes a tMage tractor,cultivuting
tmctor,spreaders,pkkup truck,storage cooler upgrade,and other eqmipment.
In addition,the existing farm bandings need repam' to make them safe and serniceable at a facifilty with
frequent public Ile most 6gni&ant repal"t ni replacement of the fiu=stand roof.
The opewing budget also caUs for infrastructu=improvements to suppott education programs such as
# # a
a leaming g2rden and an education structure whete programs can be conducted in inclement weather.
y t Y
1
w,
„le,
I� w
�t
1�
R,
We a ce p1m to install composting toilets and to r0ocate the farm access drivmay away from e
Prop"line to the north of the farnn stand. w
The budget calls fbr$120,000 over three ye=to hmd capital investments in.the Co Fa.=
Non=Farin Operating Budget
' a mtly L=Fatrn op=tcs as asp all-volunteer org u ation.We rely on sIdIfed professionals who offer
their time on a volunteer basis for all educational and administtative functions,including course
devel+ ptncr►t;accoundn&web site deg membat communi cations volunteer coordination,and
m
11
n 4 ra:i. 9/d+eve1apt cn L daddy,.L exPa m cummdy.rents no officeor meeting in ac ,and relics on
members'pate homes for its monthly Board meetings.I FFa.rm also re+ceim Ii alted pro bond le
assistance from the Ian flan of Ropes&+dray.
While the proposed Community Farm operating budget will cover aU annusal farm m production=
rlistr ibution costs,.all other aspects of the Community.Farm—including non-farm staff sakde t gad
capital expenses—wilt be funded Hugh donations,ptogmw income,giants,"nsonhips and,roans.
hn dd LexF'a. be awarded the Community Farm leas vie 1 need.to rent office c+c spare and�
admini trativae staf&including an Executive Director and bookkeeper to develop the"community"
m aspects of the Cori matuty Farm and perform necessary administrative tasks.
Ia addition,because I Farms is committed to its educational mu uon as the central community benefit
for the Community.unity Finn,the 3year plan calls for hiring gn Education Coordinator in the second year of
operation.Educitiomd prog fees wM provide some income ta �rds theFdu+atiosi+ arrdinatos salary,but the primmay funding souse will be donations,sponsorships,and gmts.
We anticipate that the tom cast fbt offices, on-farm fadhdcs,,and fees associated with the non-farm
tj Administration wM be r8-1+0,0 0 during the 3-year plan period. Non-farm vnw and benefits Will be
n approximately$50,0 iu the fret year and wM incre s+e to approx atcly$70,000 by Year 3.
i*undralsing for Program,Administrative,and Capital Expenses
As noted above,we are phinning for the fin o emtion to produce sufficient revenue to cover the
expenses of food production and distzibutiton.Wbe a portion of=7 operating plus wffi be applied to
education=d other community pra ms,the plan does not assume that this will.occur dii n the.first
duce m" #
I=Farm fe.6 confi&bnt that we can raise sufficient funds to of ctimeiy build the Planned,community
progm s,hire professiangl staff`,and make the necessary capital inv+esw,ts to maka Wigton
Conununity Fam productive,safe,gnd attracdm
warm has four-yeast history of active engagement In the co and has already developed
partnerships with�tult�pie; d%ridu s,community or a ati,oas and br�siesses in the Lc3dngton area
(see letters of x+c and support m the Appendix). ,S,cvcral,Of these have becom,c revenue sources
that have been sulfur to fused early program development and organizationA costs.These include:
• L+exFarm membership LcxFn began Its membmhip progmm='* eady 2011. In our first year
off+e: n,g membe hip,from March 2011 March 201�2, a rals+e+d over + , 00 from 193 Vou�ndine"
memberships.We offered 2 levels-individual� 20 and fly($35).Many close dornate funds in
rt
addition to the dues amount.In return,members receivaed the ht to vote at our a ual meeting
and a.a opportunity for member discounts on: Farm proms fees.
Membenhip,and associated donations raised$6,720 from 197 members in 2012 and$3,190 to date
in.2013.We expect our membersbip to double"in 2014,as aH CSA shareholders wiH be required to
be LexFa=members and.as more+r:o member want t D be involved and support a woddng �
core m rtity f l r=
ass' tance—LexFann his enlisted the support of Nounish Restaunat Mi
Busm" ess ftmdrwising 0
Lclington and fq2tbreitd Restaurantmi Budington to support fim events. For fl=e yean,
Nounish Restaurant has generously donated 10%of Its proceeds on New Yeaes Eve to LexFarm.In
addition,Nourish has hosted a luncheon following Russ Cohen7s"VRd Edibk W2&"for diree
years,gnd donates$10 from each pamcipant to LA=Farvi-In totaL Nounish Restaumnt,a snWI
&muly busm* M'in Le3dngton Center,hits donated over$1500 to LexFarm Since 2010. In addWon,
its nonprofit Tuesdays prog=to benefit lacsd nonpmfits,Hatbread Pizza in BuAngton
has donated 50/6 of proceeds from two evenings in support of LexFam3,towfing approx=2tely$600.
pte-proposal pledge&dve—In less than a month's tilmelin May 2013,LcxFa=Ims.secured
donations and pledgesOfWpport totffing$257798. These fiwds were contributed by communq
memben who support LcxFa="s plan and w=t to help fund the s=-up costs of a future
Cammumty Fum.Donors we=offered the opporhmity to mAt their pledge conuingmt on
a i ' 0
LexFa=obtalui=ig the Imse to opmte the Community Fn= Ths s=cess'is in encourag�ng
IP
indication of the deep wr.0 of support that is avwlable lia ouir community.
Funding for Lwdngton Community Famn education and commumity progn=and for L=Farm staffing
and administwime evenses WM come ftom Seveol diffirent Sommes.
0 Educational programmi he"—PlrdapanM in progt2rna will pay a modest fee to cover the cost:
M9
of offezing them A mnall discount wiU be offered to LexFarm memben. We plan to genente
$5,000 tin program fees w- 0
Year it gmwing to$10t000 M" Year 3.
0 L=Farm mexabetship fees—All CSA shar6olden wffi be xcquired to become IcxFm=mrmben.
Other community memhers wiR be encoungcd to Join and receive programming discounts=d other
benefits. LcxF2rm cummily has 190 subsailcd mmnbers,and we exp=dds ownber to double
wid3in two yean. First-ycar membership rcvmue is pignmed to be$10,000 in year 1,gmwmg to
$133500 in year 3.
0 Donatiow—LcxFa=wilt solicit donations from local businesses and individual bencf2ctors. In-
kind donations of mmUxkb and labor c=defray infi-astruc=c and labor expenms.LcxFam2s recent
a
pre.,proposal pledge dsive descnled above was very encounging for our funue campigns.We are
r of fmm opemdon,
$50,000'in dowtions and corporate sponsorships in y=1 growing
to$65,000 wi year 3.
0 Cles
Gmnts—Stite,agen and many re i nal and national ozpnnianons offer grants tO suPPOtt
910
co nmunity hms,as wcH as farm-based educadon and volunteer programs. We do not expect to
&open' but do expect to geneute$10-15,000 annuluy thereafter.
ti=2
receive grants In the first year 0
a Working caplital loan—Through the gencro5ity of 2 supporter,we have received an unxestdcted�
low-intruest loan for woddag capitalin the amount of$25,000 to be repluid over 5 yem.
The sprudsheet on the following pap 5ummarizes the preUminary budget for the first three years of d2c
Community Farm,be ' in 2014.
nnM9
.
IR! M
P
�11
L"nMon Corm# '! farm 014 015 0 S
I!
l�r ed lr me Expense 8u 1
1V p tlxm �rvw ux wrmw m�mmmm of m�vnwmi noon nrrtl0l�nnn
II�. *7 ills
m.
Income I�
Cry ti utad kxvm
I�
leTberhl "
1 i,{00 1 ,OC 13,507
�n r �r amlmn•,w �,�r
Oa l ai n70,000 t IIP
Donations and nscmhi 500000 mm a ,0O0 x m 5��0 I�
rants mm ,m�u�Kr+s m„�rmm Imowe�ra:,n vuwuv- ��m �
, 0 106000 1.5$000
T(;Ul C&Wftxed kxxm 135
2NOOD 1071,000 113950
W kxm Ommol �snnm
Agricultural Income
U
OSA summer hares 75,000 87,500 000
R OSA winter shares 10, 10,000m, 0#000
-IIIIIIU,{m ��&�' ...rc. �,mIWhM urammtlu..a.y Amur ® �mw�wp,
o es restaurant saes , 71
SeedUng and Beddingant Sales so,GOO
FarmCorn Stare Added Product Sales
rm��
OJ'�,000 1 1 O,OOC� � J�,000
1 # 0 14r OOO �ff 1m,00
I-- M'� IIWW�InWmp ^r"11VW�
Farm Stand 1 a#able Flower Sales 40#t?00 ����������.r�m���500000 O,000
l*arm Stand Oardenln Supply Sales 3950 5.66 1O,OOO �III
Total Agricultmi k=" 292P.500 3360500 IyII'
f l IIIIIIII@ mu u�m�uum wxa•�Imx.i•m�m:rwurNmn+•a 81 t 0 IP
Edu�l mm Income 0 EAU ���� m�����r II
ToW Een d#xxm 297tSOO 3449500 391vOOO
Total Income 432,500 451,5 0 504,500
see
ges and Bawfits 2021,930 228t327 251,274
Totife
mmmx ....�...
95,0]O 18 1 , 0 135,750
Toil ' 18,200 201 500 1800 �I
Total Expwmg114r.200 136t5O 1549250
fc 3 ,88 35,958 36,613 I,
Few #misr wxv 5,465 519W7,500
�I
��
I�
ent of W �n� a Loan 5, 5+ 51200 5 150
Capftal Equipme nses 70,000 30
0
0.00
'IQ
�*+�
432s6,83 4 9385 �G m
Yl
u
TOW Ordwry In -1 3 1 1
13
Irarm Vegetable Production: 1459000 1, 1, 00 1989000
Production per Acre 29tOOO 34,300 39,500
Donated Produce as Percent of TotW Pro&=Uon 10 1
Val,uik of,Produce for Hunger o►c Access� 000 00
f 21,000
I�p
N
Imp
i
4Y �
iU
�N
Preliminary
IIL
+
Lexingtonflower 4a. CommunityRFP
vegetables,vcgetable floviers +
' +
educationals of ber mis and small&uits for
ck
�,
purposes.or
In
although theze are no Ui=cdkt:e plans to do 0 cluding chickens,goats=d bees,may aho be m" tegated=ito the production plan M' later yearst
hours.RFP 4b. ne&J&will be operad ng year round during dayUght to
+
RJFP a
tractor.operated sprayers,movmn,grcenhouse&n5and blowus,and weed whickers.
RFP 4cL Hours of me equipment operation will be limited to between 6:30 AM and 7 PM,with
dutincluding but not limited to=Mrs.dUagc eqwipmen�,trucks,cultivation equipment,irription pumps,
droughts.
Jdveumy,and to create additional
improvements W these as well as the alteration ojt We 4
stmcanm�pump house,greenhouse and puking lot Weassume that ipprcmal will be to makc
abutters,MUM=including a composdng toilet for farm visitors and an educzfion strucmm
whom we hope
* r r
farm does not affect ncohbors,tmnsitio i that compost piles are wcA-managed so dut they do not aneU
ng the
to trash cans and compost piles,ensu
plmswig mwmcx will.be our p i 5tra i s for g those' acts. We propose to move the
dfivcwzy an the fi=from the north side of the farm stand to the south side to honor pwperty
boundmies.Annual surveys of abuttem,iLlong with an open-door pohq for conversations with
# . +
cs will help dctcn=+&bors about any #
year.imp
ng practic . ortant arem for=pruve=nt each
FXP 4g. We plan to cmte ag&vjbn-a1 compost piles at the fi=in order to conserve nutrients
in an organic fo=nand reduce input costs for the farm operation by genemdag compost as a sod
conditionex for the fium Mwt crop residues viU be composted in the field by M chopping and
=itc for
donation i
along
with other orgarac waste products and possibly food,leaves,or orguak hnd-scape=tedals waste
divertcd from the waste stremn by
a • + y #
blc
al partners,
U be made
nto
c Compost
site for compost production must be at I=st 250 feet from the farm's
y ydeacc +
th adequate vkual buffm to
High-quality
® a
d by Mass DE
flii"�i III iVi➢i 1'I il>��61't..,. fl
'
+ The amount of compost&at can be mule
flies.reduce the n'sk of nuisance comphtints about odor and +
ting after the Cum p12n is
+
Farm.MCC
generated,S' adequate room for both mstterW and vehicle operation must be
dedmi order to
ensute the optimum perfonnance oE the compost pile.
RFP 4h.We propose evenmal year-round operation of the fa=stand at Le�dngton Community
ne faun stand is currently open 3cvcn days a week from Apdil to culy November,and we can foresee a
future' which Lexington
r
inn
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clays a wcclr. Reduced hours likely during the initial yeah of the Commun ty Farm and du6ng off.
peak months(mid-November through March).
.
R"4L 11c farm stand will enable residents who are not CSA a lemben to purchse produce grown on
the Com munitY Fazm as we]l as Dennis Busses popular corn.In addition,we propose offeEng add t on2.l
9
10 Cal agricultural products including locally produced vegetable seed ngs and bedding plants,vegetables,
flowers, .its,honey,maple and.apple qmps,meat,and dairy products for sale at the staund. We
q r
also propose continuing the •
P' g' Cape Ann Fresh Catch seafood shy that cuntly operates �the site.
We Am to r ch out to local producers of high-quality prcoducts such as. tington's own Willson Farms,
to eXplor+e oppo Inides to off specialty and prepared food products.In the future,,we would aho like �
to offer argwk garden supplies and toads,educe ion materials,and workshops to assist and encourage a
sust nable food production,among home gaadcn and residents with+co un�a cn lots. 11
RFP 4j.U-Pick vZbe open during farm stand hoes.
.FI"4L The public will park exclusively in the existing parking lot arm The modified CSApickupw
model ��hnile m&co tiori in the area and then '
� p'�►g ehhorhe�od; Farm staff path
w +tether
III the lot r is a designated area 42ceut to the f ro stand. MW062ed farm vehicles will be
stored.In appropriatc d+csipated areas near the emoting stmaurres.
u RFP 4L The farrn buddings wdl be lacked doing non-business hours.Hazardous mates,farm
implements,and+nice equipment will be kept indoors or in locked mbin+cts. I' echa a rnncant
will be immobilized and keys stoned in a secure location.
m FP 4rn.Ledngton Community Farm v&initi.43r rely on.existing l hdng for the intciior of the farm
. stand and other stru�,ctur�cs.1` +�outdoor lighting planned at e.
1
RFP 4n►.As an estabEshed organic Waltham Fields Co Farm has many years of
+eXpe +encc producing high Yields Of -quality crops bout the use of synthetic fe p
ces le
, sdci+dcs
or herbicides. We PIM to continue the practices that allow this type of production at Lexingon
ommunity,F with the useof a+conservation plan focusing ran trams lttuaing to organic production
sec b+elcw.
Thcs+c ptactices include the use of cover crops and compost to bad soil o matter and soil health;
the use of bugeted=wunta of oiganic ferfflizers to add spec nutdents as nec ssa.ry based on mp
r nutut oxx budget5and wnual soil tests;the we of organically approved biodegradable naulch+cs to reduce
t ge, x weed growth and e soil crosion and nutrient runoM wise and safe integration of
approptiately-scaled l +cstock to add nutrients and rcduce pests;crop rotation;u g physical cultivation
t�c��qu+es,flautc►+e weeding,,,rnul+ ng�and hand wee and hoeing to reduce weed o � '
w � +� p' terns+�v+et
time;scoutingfor csts and.using nibble to hnolo ' resources •
�' � u�rce�s to predict peat hstrch am t�ht and !�
adjusting planting doves accordiaaglp,protecting and enhancing natural controls for pests;and utiking �
approptisl.tac biolog%al,cultural and physical controls before applying organic pesticides according to their
label as s.last resort when econon=i thrmholds for crop damage have been reached.
Le Farm and CFO are committed to o production r�.c p' methods for environmental reasons as well srs
for the safety,of our farmer ,employees,neighbots,and customers. Wakham F ds Comm*ty Pam i
adherei to the NOFA-NY Farmer's Pledge(see Appendix B)as the backbone of'its production ra+ c+es
k forward 0o cvnt�nutn these practices at�:n,gton Co unty Farm.
and l
RFP 4 . We]oiok forward to Work g with the USDA NRCS E+ IP(United Stator I've amncnt of �
'culture Na�t�u�-al Resource Consmation c ec p �
Environmental' "ua�tty�n+CIIt�v'�� ro,gl'a,m program
to create it consemt on plan for the Le ' gwn Community Farm propen7 that includes a p1m for
trmiquan to organic production,establishing boun and buffer zones to protect wa=quality,
Improving soft qu llty and.Ot c matter whAe crosion,i rovingpest m ,en
developing i grAzing pt d irnprovwg gm=g resources for any livestock on the fay,�r�p ►v ng
u o
r.
u
waste utilixatilon.and composting,improving az;pdon efficiency,enhancing ctoppmig systems and
nutrient wanag ent�and addres g air quality and on-fates + production s passible.
The EQIP program offers financial assistance for agricultural produces to implement Best Mwmgement
Practic es for cnvu, nnmenntal quality enhancement,and we are pardculady excited to create such a plan
because of Lexington Co umunity Fu 's proxy y to both resident residentW property and the Azfmgton
Reservoir. While the+cons+et radon plan is in proMc+ s, a pl=to con ue our bade c�tganic 29em t �p
pracdcas,including pmmoting soil health and orgasdc matter increase through cover croppm&the
addition of compost,and reducing dfiage approp ►*over time through the use of mulches and long-
tcrM management.A vnenter cover crop wM be gut in place on all land not in active cropping. m
RFP 4p.It is essential.to store pesticides and ferfflizen separat on.the farm slt+e. xgan�c pesticides
will be stored in a locked metal cabinet clearly labeled as pes=iide stogy. App o ri to PS(WoAer
Protection Stand �+s s'Wage,�g and personl protective equipment�,be available for v�o►r .
SiDCC Very 51=11 amounts of 0 19 =a pesticides will be used can the fay,a sin, medal c2bi +�r slim
suffice to store all.necessary pesticides for dthc se som This cabinet w M o con p+c ae applicatiocx
r+c,rc rds and an is�vcntc►rp+ f con band o c pesticide mates*+ u1ar organic f�+ears
will
be stu d on wooden pallets itLidc a bu ding or greenhouse area that is+cl+ea labeled,eat a+ccess4
and off-limits to the.public.Liquid orgy c f+erWizets will be stoned is theli r odginA+contalneas wiffik a
catchment cont a er that can hold 1 51/6 of their original capacity.Fire eati n9M4hers will.be available i
the fertilizer storage room at all times,and the stonp ar+ca Wilt not ha t a dr2i0 Or 0d=access to it
aster supply.An.nvento ►of all,on-hand organsc fertilizers wM be kcpt and updat+cd as fertilizers arc
used.
R P 4q.ne cdst rag pathwgs on the farm proper will be pr 5czved as specified in the RFP.''I"h will
the first year of
2 owr�mo�cnt of farms,. + cl and safe pedestrian.passage through the faem.w L urt .g l'
operation,we will design itxxpt+c►v .+its �g pad3s,�g into consideration.planned educadonal
and.gathedng spaces for the public. Ibe ze arc c=cntly no paths on the farts►propel that connect to
,n+ci hbr g+c *�at is Land or the s �nci&borhood. ''e propose to add such connections,
and we anticipate collaborating with the Grcienvmys Conido r Committee to connect the new ACROSS
Leidn,gt+on trail system to the farm's pays. This will integmte the farm later the Tawn.!s efforts to
pmmot+e foot and bicycle txaasportation-Additional recreational c1emcnts and a sistive accommodations
may he added over unite;
public.The map on the following p2V shows the proposed pathways and connection polints to the adjaccut trail
UMtF
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education.Cour goal is to make itadIngton.CommunIty Fa=a vilrant home for residents to ai�pcnence faim-based
a * # +
dc hands-on
o"programs for children-and gdults
environment,and local&=inlg history.
a +
about fiumain&food andnutaition,
unit' for the Tawn of Le3dng;otL
a
We plim to collaborate with both public and i te schools to identify ways that Le i gton Community
■ ; a
ential
y SCIMIce,social sciknce, a
bod service programs
i
physicalLemington Community Faun wiU have accessible rRicd garden beds in Lits educational prden area to
ability.
a o i • +
on-site
th
aftM tO 5ave as a repository for knowledge2bout the growing of food on
its •
the.fa=a,at home,aadmi the wildL We intend to supple:mmt cn=onsite programs by expanding the
y + + i
in fo
te and b
-Weckly newsletter.
In the fimt year of the Community Fam,UxFarm volunteers v&continue nummg its successful
programs and expand progmms on d=fiu=Also in Year 1,the Educauim Committee wffi pl=new
* y a
cwm
► W #
groups.ulz for future yeus in
m wiffilocal schools and
We plan to
re a
on Pimgmrw to oversee the pmgrams Iin Year 2,or when• a
* a y
pro
fess
onal
rmtor of
fin an dsUy
•
■
memberships, w,
Educa Winal p g will be funded through program fees,
i a
Farm-basedportion of any surplus revenue generated by the farm opera
LexlFarm Experience and Capacity for Educatlon Program Delivery
citiz
is a core mission
i o ■ + a
ages to have an
ng and ap
on of -IM
hadthy food,and the role of local org=c
PWMa
# * * a
builtcultuire in
a #ty to a # ; its
a 4
i
volunteers. We h2ve
developed and offered more than twenty succewfiA clasrses at Busa Fazm.smice 201111 stafTed entirely by
We have an active Education Conl=ittce itb teaching, SI Wnting
` Lexington Public
deliversexpenence at all.levels.We ha:ve re ed Fran
& founer head of
elemeamg sd=ce,as=advisor on progmms and their integration with school cunicuJa.
y settings:on the farm,uound town and � G
#
On i
Volunteer L=Fa=educators have2lready defivered nearly twenty classes for
leased from the s +
nger
y adjacent to Bus Fa=cL
a specialists
• *
p with local
+ + ■ +
learn
both outdoor and classroom 9=P
Panel for the Tawn!s 300th anniversary celebra Win.
ng the highly successful Farm Histoty L=Farm mamim=i a popular website and bi-Weekly newsktter that provide a steady
stream of in&nnafion about local farmin&educational ptogmm5 offemd by LcxFaun and
duoughout the regioa,and# ato relevant resources.
EducationThe LcxFarm a discussvvM meet our goals for defivering +
ttee meets regularly to rescarch,
- f
IIrt
IN 1 m rA, a&V W"'Al
7
tilll
commumity fauns to learn from them experience,and they have fostered relationships with the Lmdngton
schools.public libraq,and other org=dzadans topartne in afferin programs to thtr constituents.
74
Hank to donations from our commi cc membeM LexF2zm owns an impressive number of
qlual%t cutrix:Wy=guides on hildma's 6sum-based ed=tion,the same guides referenced 99M and
M its of rccommended sources.
Threes Year Education Program Plan
Education Program Goals and Offerings
Our plan for Laldgion Community FIL=Will seme'Lexington childrem and adults by fostcring lew ng
I-A/ about growing food,the food system,nut=itwin,sustainable land use,and k>cal farm histaq.The
ptogmms wffl be organized a age-appropriate themes and learning goals,with a consistent
sa on hands-on learning.Specific classes and activities wail be developed to support these goals,
i i
and wifl evolve in responu to parmv=t feedback.
I Farm wM devote R;"M"n effortinto and development of new an-Aculs
&I -L—M conjunction
1�e
with the Lexington schools=d other educatmin partners listed below.We wiU use online surveys assess
uni q
the co ity needs and interests to help p=* rWze topics md progm==Ug.
%I&o=long4term goid I ambitious,we rec:ogk=e that it wM tdm tuine to build the infrastrucftue,
staffin&and flimancial twources to fulfill our V=iioa.The first three years will see 2 steady n=p-up of
activities,and we wild continually seek ity feedback to improve the offcfiqp and orgaaizatiom
+
War t In the Ent year of the Co tunny Farm LoTarm plans to continue off its cun=t
programs,and will add new classes for young chil rem,and-adults that use learning garden to be built
on the Co unity F=m property.During the first year!,we will plan future joint 110*ccts with the
P1
schools and other partners,and wilt initiate pilot programs for S6001 5tUdentS,We WM tok�c initial
steps to expand our online newsletter and web site offidugs.We expect over 200 participants in Eam-
J� based education gams,sLad 500 newsletmr subscrit=.
Yeats 2-3: Year I programs will be cxpanded and adjusted and new prog-r Ims introduced based on
Community feedback and resWts of joint efforts with load schools and organizadons.By Ye=3,we
expect more Chad 500 pmgmm partidpants on the farm,and 1000 newsletter subsctibers.
See the table on the following page for goals,m-rople programs,and ation levels.
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yp�
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Al,r
� Investments in Infrastructum and Educaflonal Material
Year L L.e�r�aarm►plans build�lc�g g2rden with accessUe raised beds to be used fbr hands-on
education prc gm=at the Community.Farm.. This will create a well-definect art that wM be accessible �
and physically s+cpasatrc from the farm production area. We also intend to purchase cutdcu�luxn matetisis
and educad nal s es as needed for the `
upp' +�losses prodedr
Yeats - :Ise y=2 or 3,Farm proposes to build an educational.structure that provides shelter and
or sprace for classes and to provide a epthering spat for volunteers and other visitors to the farm.
m
:Staffing �
Year 1:All pros U be conducted by volunteer educators. n addition to Education Committee
�r Members, IC Farm will recruit s
everal volunteers to become ducatton Stewards who vffi teach for assist
in the delivery cif cluses and events.
Years - :1 Farm pins to hire a, fes rnal Educadion Coordinator in Year 2 to ramage the
education programs and coordinate the development of new educational offerings n consultation with
71� the Education Committee.
Educational Collaborations and Resources
T=Farm has pie and with a v2tia y of orgaairations to offer its t l educ�adon-ofte�is�gs,and we
m intend to continue those collaborations to develop additional faum ased ro� -Ilese urgnt a
uns
include:
Waltham Fields Co ;, :ty Fa
Herb Peat+ce,Biirding By Ear
• 'Ile Climate Summer Leadership Program
.btnukm2n National Historic Fats
The Belmont Food Collaborative
" Cary Memorial lbraxy Cbildren's Room
W Lexington Children's Pace
'h Katy Memoidal Library
TheMO E Boston
. i+dditivnalLy,L+ecFa has hosted multiple ,d p vomits to Buser which 1.1 continue vt�the
m +Cc unity Farm. VII in 2012 and 2013 includcc E
• Covenant School A,din ton(summer 2012,fad 2012,spring 13
jj� • Timington Playcar+e Center(Augwt 2012,plan ed vim August 013
• Park School Camp Duly 2012,pied visitjuly 13
• Daisy Girl Scout Troop(March 201
• &Cooling Green March. 012)
The Communij Farm can be a valuable resource to local schools by offering hand-on opporuniti s for
leuming and community service intetaships.LcxF'a.=.has had ini l discussions with teachersin the
Lexington Publk Schools and Minuteman Rcgion2l.Vocatiowl School,and Will focus in Year l on
ident%fyng specific programs to be implemented in Year 2 and 3.
m
io
lq
LexFarsn has built a library of books and curriculum guides that provide modr1s for future progrms.We
wffi draw upon these and many avadable local,New England,and intiona sources f support for&I
based education,including
0 ]Boston Natural n s Network
a
• Concord Sced Lending Llb,rary
a National Farm►to School Netvmrk
a ne Shelburne Faum+ unia.Au n.Guide,Project Seasons
• The Farm-Based Education Network—parwer and cu.ricurlum mater
ll
e also intend to spec .grAnt funding for curnculum development from companies and fcundations that
support fanning and science education progmms.Candidate sources of funds includ -
0 Ameni=Honda Foundation
a 2014 Youth Garden Grant(Home Depot)
0 CapWn Planet Foundation
0 Sow it Forwatd Food Gwden Grants
0 USDA Fa=to School Grants
CIL
r
w
Will
II
Prev IoLm Education Pro mans offered by LexFarm
T Parm has of educational progmw almost since its inception in 2010,and has steadily yincreased.
the n=ber anti snipe of ift offidags.Aff programs have been designed gnd delivered by volmteem,tia
some cases with external educational partners.This table 5ummiarizes the programs offered in 2011-2013.
Dcbded desCn dons of the programs are Ap provided in pencfix E.
P
2OU
Wdd Mbles Wak with Russ Cohen Adult3 May 12 Lincoln Park
Potato Harmt at Buss Fa= AU ages July 30 Busa Fam
I Adult ugus4 Throughout Lexm* gton
Rand Urban Fs Bike Tour A t 1
july 17 1"pq=mnit Y Farm
Widd=FrJ&Tour for M& ChUdren M%Wmm F1
Learn and Wo&-"()A and Iffic Youd2ll/Adula December 8 Lmfmm Gloat Yard.
Caxboa
20LL 12
lzd%=n Croat Yard Public All wee* Farm Goat Yard
]��Houts Sundae Goat Yard
n 1-3
16 1 1 o F2=
1, T Illcam=d Wo&,"�Bu&fing a Agu 12+ Flehmmy 25
Compost Bin"
Goat C=SIOa gcs 10+ SaWr&Ysj= I cFartn Goat Yard
28—bdu-ch 3
UrAd Echbles Walk A1 2gcd May 7 Lincoln PMA
Birdsong Walk All ages June 2 AdIngton Resemmi and Busa F&=
service Learning with Clinate Teem Yo=g ]um 28 Toe F%=Gloat Yatd
Sumn=fah Developmen Adults
e ct for'fqLu Adults
Grew Foods.arc Grnnmt Pre-school jtdlr 12 Busa FM=
.Widdum Fxlds Tout for Fads ChU= july25 Width=Fwl&4;OM=Un1tY F2MM
Fame W6zkDxy them iWen Omber 7 Busa Farm
Boston y2E±p!2gnm Teens
Famaing in�186 c=--—tour A.11 a&= Octobez 7 Jacob Whitte=o=Home
hfinuteman Nadonal.Histozic Puk
2013
LexParm Goat Ward Pubhc Afiages Weeldys T=Fum Goat Yard
V-nidng Hours S=days 1.3
.=I%=,Cheese-making Adults J2,nuaq 24 Church of Out Redeem
1xxRccn!s 300th A nowmaq AU ages Ma=h 17 "tmn sch
F2=History Panel
ra=lng:Then and Now"
Le=and Work P2sum Planting Adults and wns Apra Goat Y=d
A Seed Story Preschad Aptfl 25 ma's Place
May 14 CuyLibrny
Ve=komposti worms) . Aduh rid28 Bun Fa=
add Edibks Walk All.ages May 21 ThmughoutL n
1K
Dmtka a Rainbow Children 8 4,18 Spimg/Sumr= BUS2 FaM
Fig in the 18th centuLy tour Al ages Summer 013 Jacob Whinemore House
mute a National Hlswiic Puk
Goat Yard Programs
....... LexFgxm h2s nim vaLrious educational progr2masince Octobel 2011 at the goat yard on the land privately
owned by the Golding=family abutting Busa Farm,including hands-on.worlmhops where.it ildren,and
adults Ica about goats=d their care.
NevaletUr and Web Site
LexF2rm d1st2ibutes news about f ag education,events,and resources on lits web sitc and ina bi#
wee.Uy newslettcr. Ilese In i formation cha=els provide an ongoing connection to membets of the
32
Itiu �;
i r uuu ■ a sustainable
Lcdngton
ty who axe
food and
School and Group Farm Tours
LcxFarm has offered several group tours of Bus&Farm and the LcxFa=goat yard to 1=1 plmhooI3,MMps,
the area=d beyon&
and other groups.Ile image below is an excerpt from an ABC book created by studcnm at the New Covenant
School Kindergarten in Arlington.They created,the book to exp=3 thwi appreciation for the oppornmifty to
p,
a a • education
a
46
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V
VI
VI"k, Communft-- Participation and AccessIblifty
LY
IH"'•.^.flW
Mon and more p ople are coming to undmU nd the breadth of physical activity,recrmdonsd =sir
and health benefits of woddng on a&= -or just beling oas fa=.Lexington Community uty n will.
provide outdoor space for recreation and community events.The Community ity Faun can become a public
common whem people of all ages and abifities are invited to putidpate and enjoy the fa=
Connecdon to Nature
TheCammf c? Reservoir
Munme Brook2nd part of wildlife corridors at cxtmd to Adington's Great Meadows.The Menotomy
Bird Club has recorded move than 190 species of birds visiting the Adington Reservoir and Busa Farm,
and the is open fields provide food for dozens of speciesof itma-cating birds such as the fi='s
enthusiasts a�u y�
chanceto encounter wMffe,with oasite pad3s and connectioas to the Adington Resermir
tmils. hospitable
ml birds A" $
rNI m
Recreation
m �
O
' o re community
walk,run,or bike to the farm gnd on' second year of the 's operation,
intends to develop a comprehensive plan for on-siteco=ections to su=unding traff system.
,. i ' ■
6
m 0 Developme:nt of accessible paths on the&=property
Connection to the ACROSS Lcxington nvfl netwo& 8 hore been discussed
y
m
Connection to Affington Reservoir'ss for validag orcross-country skiing
Lexington Co amunity Fn=can Volunteer Opportunities
u, become a hub of volunteer activity and serMle or Lcmngtonians.We
year-roundI=to offer P
Ir. t o u
te in a s4nificant way will have appormnities to:
0 Assist Mi the development and conduct of educadion pro tams
• Delp~coordinate the activW=of wolunt en and other visitors
v ute to the fiu:m operation,maintenance,and construction of new&cilides
Otganize.community
OqpLaize and contribute to fimdraLsing c s
For com iunity members who wish to volunteer on&in occasional leis the Community Farm Will offer
improvement and makitenance projects, opportunities including high school
� yl
community s
W
, a
Community
In addition to co outreach ugh educatt"onal pro we to Offer
events t sucho c f t to cthose. t stacdvely
involved the life o o i to2pprec` its l in ffiie c
u �
334
ii
+iry
V. Required Statements and Affirmations
m
,, ,,,,,,,,,,,,,,,NMY,19�lAUlNMNlNP"NUJ NIDIDUUtlIYI,NV y'.N"Y w""J.IH, GYP..w,y
O
mmkmV�l
nII N
10
Ur
V
W
Y
'wCeptions to the Lease Agreement
`o II
lUs you&W3ibes items that Lli=has idenfi&d mi the R P and kmw that we bdkvc,if not amwdc ,
could either impede or slow the community f m ' ' its fib ot�.
� �' p t s a public r+surc+
B*muse the gogh of a community fum are focmed=drely can operating for pubic benefit,we bekve that
gkedag thems wM ulti=tdy scm the c s c •
um-
ccmmunity
tlP
µ e.ham divided the itcms below i . 1 at,if t dmiged,would have a
direct impact on the stamp and eventual success ;
"exceptions", i o��. c?,r
dufficatlions at of but would nevetffiekss help the otganmdon.lopenm the
a
C*n=Unirj fa=moreeffectivCly.
Material Exceptions
lul Article V1-Surrender.
We
unnnnm h W
µll
request thsit.the curr=t Ard:c1c VI govetning su=mder be replaced with a prov UiWin providing
III
Tenant have u c r i r o a or III
III i #and(2)Upon the expimion or sooner temihutli+ i shall not bc
responsible o any structure that it hm constructe&
a t the t s of kail t "l • "a this dme, xotpnp=j to
ve far the ,s ,r,sa rfi?r the ommunitpfam
andgms,MAP t c ' a ' thefamit4flds liOpmWe r&hrr and
sa fay ` s t I `c,a r ear ° ea ' e tte t a r
jwrs�I imm the .
L"Fam J r mijO11.6 card rep' ra&*these edr r the ewn*x beneft wfth R r ows=mn-er or other
�e rammed f�rndit working sigh the Twx�GammuaiV Fanx Commims aid with. aard of Selectmen mvd
Siam the Selectmen sill r d am impmmmmlits demed to be beer dal to thqu bfir,im kam that#fie lean
.f wAr1&?mflea t not at thV hit mmawd"s-mmndw Sf.,Itool. f5a I&Tapipsi
wmmilmrnt 0 1&we of the land as a mmmuniyfamfiar `.r lox&urm commiovefli,breIllf
,r any&"wmenft Mat&w heen im a*vwdfior coAdowid benefit to the Toom
II.
Arl:VU-Tenanes iwunmces:
The
ur
fmAjimaLe-n-cm of the of t e Tenant ams cc fee 000f m
any costs incianed by the Landlordt fiffs.to main the req `t insuranceie s
comply with the k2sc re qukemeapts
t at c+c a e f
between % %of any costs incluned by the Landlor&
a o r ,r , a ',t i s tb r a o f
ompubAc mrounne in rt a one that l be a samnv e ido thefutwell all mjidexlitr.
emat that mi t in LexlFarm not meaing one of its badrfldudwy rupoAdbifides shom4i wt miuk in such a
hiavbfimliaifivs cvg so be jbrvbibWPt to 4a imall a and ukimak#nunpit in l b 'r hen eft.
IIII
I
51
Section 12.9—Securnr
ity Deposit
ne Ime.states:"Tenant shaU deposlit st security deposit in the amount of$30,000 in the fonn of
cash or a bond,letter of credit or compamble instn=ent,satisfactory to the LandlorcL With L=d1ord
■
on or before the Tenn Commencement Dam"'
As demons=ted M' the statement of fimncW positmin and Exhibit A of this response to the RFP,
0
LcxFa=has the capacity to Post a bond or equhrgmt secutq k me=ount of$30,000 and have
thereby met the requ=iments fbr a"responnive and responslie"bid.
However,as previously requested and exphIned during the question and answer pe Mid,we%11'
,requestth2tthe mount of the secuxity deposlit be substandally zeduced,since there is no 0 longer a
a i i i i
mq=cment to remove cmistng structum,and f the above exception n granted,no zequiwment to
Mnity deponit
remove unprovemcnts made by the tenant with Town apptovaL We believe that the se
a
should bc no more than what is customary for co nmunq&=s in neighboning towns.Sec below for
M=PIC-s-
Ai c an IN
ExpAmdex:The ces&Sf starft a evmxxniyfa?w and developing it to pmvide bendfitt theP bfi
,gmfiraxt.AsmpA2i#ed' The budgetfor thefkt tbiveyeary,we opect to have taftndmire over 170,000 each of tho
first Ibmeyearxforfarm capiW eqAdpxtn t and staff n ecusagfor adminiamfion and educada nalfirvgmmming.
Supparten of thefarm would righol#exped tbal 1bdr conoibudow willfund Mefans infimtrmaum andprog=
=pIrmit;mtbff than bein
,g did up in an amw amust that protida so bwdit to I&Town or Mr rra .
We baw made tDXqUh7*1FSat other ama ommuni.0farms andfound that it U a h• ighp unusualpmrfin Au rrqtdm a
sewiy depajilfor romamxiVfans lea Tbefallaising communiyfanws sbamd tbefo&sting informad
m. w mganEirg
their leaselficenre agmements:
0 Waltham FA&Gvamwnity Farm leases a IvWof 15 acirrfivm 1kres
' -d&fmntpwWsr The on#an-angrxent
0 ntreaMn "19fi to
,g a rermd U dowit' a "'damagir&pojY of$500 that ivar mond whsn 6V id thr team � 2004
for the.3 aemr thV karefim Histopir Now Exgland(Lymax 4rwr).
0 The 0 0 afNewon daumt M anyfinandal costribmHonfor its Newton Commmmi*Fanm McAv&ng my
require
sermfio doofi4 I&COMMMMity Fam COMMinion requim an ammmal bgdoerspAw that is sm�reff to ift rMew
aadafipmzu4
0 Nafirk Coxmxni!y.Farz doer notpay atyi karefee arxeairi�y doadt.Yft should iv*mir fimpmpeny w1h
buildfn&the town qfNafich wom1d ano theprp"m.pon kare sumoder.
Also,Mi anddp2tion that LcxFa=would post any required security deposit Mi the fonn of a cash
deposit with the Town of Lexington,we request that It be held'in a sepante account beadag interest
credited to LmFirm.
do
W
Suggestions for Additions or Clad ono,to the Lease
MY do not cond&r t&ftmx below to he matnial mipfions to thekaxe,Howmm,ad&z&)v 4g thom ava/d be be o the
cowiff"flityfam opmdoxv and we do not&&"JhV?w=1d awtty air 4&&610flal bwden to f&Tewa. Wt hot lba the
Tmw wm1d not objed 16 a4fing the fimpidow or duVoijo as.
Ewa I:S=Cial P
13,Petmitted Use:
We request that the lease include more detailIII
regarding agdculftiral putposes and uses accessory
thereto.In Pa r-d- ton
'feducli a'Programs,rccre2tiol3,volunteer Programs,etc.wM be provided
on the
we bdhcvc that it imPlottant.for these uses to be IMP itly included as pennitted uses
Md=the IMP.
P=-
Section L1—Demlised Premises:
In the second ganm- we request a quafi&2don that the Landlord wifl not place any easements or
restrictions on the property that would interfm with the Tenanes opentions of the fa=propeM.
Explaw6ox Armwi r the hind is 94W#jr&pzf and will repin canfil ji-timfing eidir dilimmV to homer tn*dy
a a WF
Affirli this challeagr of*j1ab&himg a jife pl4wfor 5ftetAwfarx opamion that-
ahmaer lim t
fiac wbito
i#xjfiuMc ararr ani n�m#raxt,bmt manageable.Howw,amy 0"60841=WxWons or rrq*irxextx that
#hVad t&rm&hg abAy to x ail".Ikuldan and A*ilwfiax&a&. we afir
0 jj� "kingfir this qxagcafiox topmside asxwnce tha gbir zvfly 0awr
the Me rqcstptovslon t the Landlord Provide reasonable notice before
enteidnir the premi ea.
k�MI41 I Explanafiew In mar Abfimftt the$0#of lbopmhfic and toxsamfamfimponyt irfooment,and ma&r44 w1ain
array wX not bir opx to thefimbAc.In the m myse j "'a?
IIIv m6h the c
g oxwuni0far mp it Rdit be dfflc ult de
tefimsi
p)i4*a=.r to th"ir j,&wrrd axdbmkckd array onilrhorr makv.
Section 5.2—Additional Tenant Covenants:
Regrarcling clause W.as noted in our proposaL it is our intention that Communiq Fm=Outreach',
Inc.(CFO)will act in a I I ma liager capacity and provide day to day manag==t of ffir
flillikol"Ly f2m io
operation.We request that this section be revised such that notwithstanding the genemi m * a I
0 triction on
as ent of the lease vvithout the prior wlitt=consent of the Landlord such consent shall;not be
required for an ass* MWt to CF0.Altema�,we request that the l=gWge,stjdng that the
'Eand.lord"s consent m2y be or whhheld in the Landlord's sole cUsleredon"be rev
T - cd to"ffie
Landlord's consent wM not be u=-cuonably withheld."
is
FAPIa 'ado a:CFO U* a w11-zA2b&ked aqaxitudiin ahliI opemfim g and leadfl&pmpeny e,&ewkerrf0jrthep"a.I
of OPM609 a COMMuni#f5m.In As anfike#ennt that ex am as an 0ir, 0 ir gankafieff una ble to meet ar
com"Ivents to onfinue xo&far emidonx,while thefarm oPfrafiox kref rrmdns viable mnder QZ0 is isaff a
wefeid it wavid bt in thspubRes hd ififtwl to Immfir the kxs to CFO m that Mg ma gexe#4
opaudox and Mwanhho�'ta land. .7 wnfinue thiefanving
In CIR regarding Lanfflords consent for improvements or alternations to the premises,,we
rcquest that the lease provide an.opportunity to discuss with the Town unprov=ents that t be
38
o-r
u
Necessary to rug,the fitrm and whether the 'own wow g=t theme consent for such ahmtions.0.
°
CUd&ation of the rok of the Commumt Ut i 'o %tt+ce%n this process would also be helpful
Section 12. —Status Report:
We find the Artick to be vague 2s to what Ls contemplated by&c"status report"We requcst that
this prov%siou be cLuified as to what must be provided or perhaps replaced with in estoppel
cerdficate requir+cmeut.
We request that this prov=* *on allow for cn=A nodficadwn.
whichAs cumndy vndtten,it I's not clear under djvLe-(bj dmt the Tenant will not be responsibIc f6r(1)
problcms that amse i to the commencement of the le2se,or(2)problems tInt a 'we afixr the
Pnor
commencement of the lease but for
i responsible
i
,haz2rdaus
zn=66 flow onto d:Le fkm land from in abutting propeq).We request that this Article provi&for
the above points,
Add
i i Article F ■ • i
condition.onAy,we requcst that the
de
ng
We request that the Moving chuqcs be made to the fWMLAWjC&qr,-"'If Tenant shall have fully and
■ . o . . sLU .
respects,thfiXy performed every Pro"Mon of
s Lease to be perfanncd by it
the
Deposit... which viU providc leewny to allaw for ni =aterial breaches of the terms of the
^wl,�.ye;a,,w� �a moPl����Xm^ mrrD 4„m�
arm Y
Summary of Financial Posit
SSµ
it
m
�y ton
a ,pga i ,*
alt
I�
• ropemdons; pl
al
beg-anin 20101,when
# first bepn to
*tecielve unsolicited
# • r #who suppostcd its work.As ffie gmm6well "c
III
ons from CO med
so too
rd the ; ■ ;
wµJ filuidraising,
®ng mmbenhips and
r a
• e Orga a nizw" •
finding
on,con
; I
rRuie funds,
a
order to continueUAUCS to grow its assct%
to ma=ge 2 a ; r
ve c9sh ROW
has cu=mt assets
in.the amount of$60,897,
a .,IIII
The following balance
sheet represents LIexFa='s in +chd Statement for 20i d� car=t��c�a
ta
3, b the FP. ]
l
FA a I Fw-.
III
•+
....................
A 9p 1,
.....................
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EUUM IBM*
Enebm-Tamp It
10100
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I
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ri7
am 0.00
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0 4
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DU. ,r 1 'ym:^i„ire"ruin
• U � • f r 1 +
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n ff" f
# ui
40.
u IVILIM too am
mmoftillf Fun& I1.037.00
i
0.00
IP i 4
UAINaV3UM
Lkbmdm ""emu rrmmurr n"„,„
F �"runud
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p y lil.
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BMW 1
r 1 � ,n _
TOW Offrom L11111161111111MA" an.
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4 vn
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luwd". .ur r^:i�• �� IPF MW
4=LTII III
i llf' � R4..Mh..ihd.................. 22.1 4.32
a^,I"u„' 7ii T
Vr,rss&kftd No Assals7,011 !
[ r'
1.903.1�: i�
� III
F
g
I
ICI
R.
I�I
I!
,illy
+Commutuity Fsms outt nch Financfid Position
CFO has a track record of successful fa=masugement at Waltham Fields Community ity Fes,vnith ganual
srps generation feeding back mito support for the car ,a►nitttn's Mission and fo ►ard�t]sl-g
budgeding that p corn zes the biding up of raerm to assist with caapt purchases,employee benefits
Cmduding family leave +d nemploymmt,=d emcrg=cy support CFO has s cces bAly Incorporatea
fay production at satellite locations%n.to its business model This expenienc+e has been applied to develop
the budget for the Luton Community Fad aoculft=l option,which wffi be fishy financed
through revenue genented from the planned.fund production and disuibutlion. CFO has substandal
assets,cash reserves,and no debt
See enclosed financial statements from 00 - 011 for details.2012 statements are process and should
be completed by August of this year.1� +cia1 st temrmt to rev r s c is c available upon regrau st.
Statement of Connection to the Town of Lexington
w
See
item Bin the"'summary of responses to the UP"
table on pagn .
Directom of Community Farm
Members of the Board am
J=ct Kern,President
Kerr Karnof l y,Vke President
Derek Moody,Treasurer and Clc±k Pro-tempore
programs.Jay Luker
Brenda Netreba
Charlie Radoslovich
Betsy Pollack-Benjamin
N=cy Gold
Joshua Vatsky
Nancy Gold chain the Educadon Comm:ittee,which is responsille for direcdag the education
r;
N
Security o i
LexFgtm his seeuted the following letter from Eastem Bank documenting that UxFum has suf&ient
funds to mak Secufity Deposit of$30,000 as required in the R''and mold in Addendum 3 of Ma
y
17, 013.
hihtt A.Letter of d en tadon of IxxF2=sIItY to pay a$30,000 secu-I deposit.
Eastem
&wwflk IIP
May 3 to 2013
Re:Bank A=auut Vadficadon
.Tm=t Kem
Lcxkqkm Comity Pam Coadon Inc
72 T. weR St �III
in Am MA 0242t
a �
kaw=v=W a*dud the bidam in y=arrant hm at Eat Elank as of this
Me is 401,090.96.
R ljd�
m
III
JCm ilaglleif f J alstant 8mach MmIgof Eastem Bank NWM793953
UM Mamelmolb Avema UWngton CIA 02420
,Q
If
u'
IF
a s
OR
ern A III c ,
�w
42,
—m
m
,y
xu�
I,l
liw
1
Attachment C ft Certification of NonaCollu3lon and Tax Compliance
General Bid Form
Tie scco p MStatement #'+ +n p+et o+ yr +d Bidding c 1 by s abed r+ p+n se + the
P cited above. AUinfbrmati=6 statements and p=*zs are ume,accurate and biding representations ofits
intentions and co Dts ki responding to dis RFP.
This bid applies to the scat ors of goods and/or services eked with an"X'below.
u CN' MNM FARM
Vendor
MMCS Lexingon Community Farm Coahtion,Inc.
sueen P.O.
Box 554
` - Lexington statm MA z-ap.- 02420
Non-Collusion Statement
The undersigned cutifies undet penalties of p *uzy that this bid h2s beca made and submittedmi good
eq
and without coffinibn or fraud
*
th any oth=persacL As used Mi this cerefication,the word
no umon, t i
........... IN,NI NI IP
Ili L
ill
III
Attachment D
Ce r C m at of Vote
This is tO ce=7 that at its regiatu meeting of the Bo of Di-rectors of the L
ex=gton
rr
Commiraty Farm Coalition (LexFarm), the meeting held at 72 LoweU Street,
P
Lerington MA 02420., on May 21,2013,with a quorum►b
emg present and vow&it
was VO=that the Vice-President 3*5 authon-2ed to s- and submit proposal.
III
A IRUE COPY
...........
'do- ����
A=T.-
Secrewy/Clerk
'lip
mm
44
r.
YIN
au
Statement of Competency
I h=by certify that the respondent meets or'exceeds the competency cniten"a set out in this RFP and that
the respondent
W
•ll receive angs firum the following reference& See appendix E for letters of
■
reference.
Q Patricia Gray of Lifficoln,MA(781) i
President, 7574
Nonprofit Management Consultant
Directors, Community
0 Karen Masterson of Sherborn,MA(508)641-0878
C1 James Hoyte of sh Restaurant
Fonner Massachusetts Secretary of r Affairs
Director, romnental
o ' r
President, s Programs at Cary
al Library
Early Childhood Coordirlator for Special Education at Lexington Public Schools and
Director of the Lexmigton ChUdrea's Place
Citizens
• r Conservation
Executive
gton
Director,
Lexington Food for Free
Owner,Chestnut Farms—a
q
El
1
Owner of farinland leased by CFO
For the Respondent
459s� AeA
Name:
Date:Tide.. Vice President,LexFum
m
.................... ..........
Appendices
"A
Appendix A: Lexington Community Farm Coaliion, Inc,
The Lc3dngton Corninunity Fa=Coalition,Inc. Warm)is a registered nonprofit corporation in
..........
Massachusetts.We arc dedicated to promoting fa=-based eduration,and sustainable land usem'
Lc3dngton,Massachusetts.
The court Lunity is at the center of our work We provide informad a and resources for individuals and
organ=adons concerned about local food and sustainable a *ult=wi a suburban enV1*WumcnL We
orga=e and offer public events and forums about fa.m=" g in out town and the many benefits of local
farms and fig.The Lemington Community Farm Coalidon!s Board of Dircctors currently includes
Community organizets,educators,wtiten,and financial and technical professionals.Should the Town of
L�gton.accept this proposal,the board would expand to include representatives and professionals
0 0 0
from the commumty=areas such as ricultme,consermtion,and human services.1"he Lexinzwn
Community Fa=Coalition's board would work to engage all intcrIested residents and town govIemment
to deavelop the&mired pr MmIn&dete=ine the operational details,and hire the necessay staff to
accomplish the goals for Wigton Community Farm,.
'A
4
Board of Directom
Janet Kern,Ptesident
Janet Kern is a 25-year resident and so professional dedicated to using her sldll tDbufld
dy and strengthen corn J iespec! duough projects involving enviromead missions. She has
extensive ene:nce d mana MIMS of people in both buainess and volunteer setdngs.In
2ddition to co-founding I :Fa=M" 2009,Janet has led sevexal"gromning pro =i jccts"in Linton,.
g These
include being a L Fatm en"Market Manager in 2009 and de 1, and waintainin the Markees ICI
wehslite for its first five yam.She is also one of the orgwizers and active volunteen of the Lexinngam—n
lawrFaith Ggxdm that began In 2010.She his been a lay leader at Church of Out Redeemer for over 20
years,and fed the project to transform the church lawn and provide a.laby3inth and memoi6d g;rden,
open to the public in n Center in 2007. As a member and leader in the Leidngton Field and
GJauct1arden Club, organizes volunttm to mgin tain A. 2ntin the as in the Minut==Statue from APApril-
%I
October,and also helps maintain the herb garden at the Hmcock-Clarke house-Janet serves asa
Lexington Town Meeting.member from Precinct 1,where she sponsored a clitli ens pleat 0 1 in 2010 that ion
A,
rm
gained Town Mee approval to"support and encourage fa=s and.Ean"in in Le3dngton into the
K&n Kamofsky,Vice-President
Ken his lived in Leacington since 1992.He is a senior stmt*t at MathWotks,with wmr&m expedience
in long-range ill product marketing,and business devIelopment in the software industry. He has
where he catne to appreciate pig-i and been CSA member sit Lindeamm Farm in Lincoln',
contributing to local o%M=food production. Ken was inspired by the LexFarm vW' 'on for a cot unity
firm'in Uidngton,and joined its effort to keep the BusaprOp"29 si volidng&rm and educadonal
resource.He joined the Boaxd of Directots in 2012.
Derek Moody,Treasurer and Clerk pro-tempore
De=Vs work with IA=Fa=is the perfect blend of his business expedwence&penonal=itmsts.He has
been a licensed Certified Public Accountant for the past 10 years,and currendy wodrs as the Corporate
Controllex for a ventt=-backed software start-up.ass focus over the past several yem hu been help'
W9
the growth of small.compmuies.He and his wife sham a des im to teach thek child=21ove of na=c2nd
whore their food ori�patcs.To that eud,they were inemben of the Pood Project CSA M' Lincoln from
2009-2011,host a .ad Urban Fa=ers nukm-fi=since 2010,and aeated and conninue:to expand their
own backyard garden.Derek has been-a member of the Board of Mectors slince 2010.
Jay Lulmr
Jay is an 1T specialist for the Smithsonian Astrophysics Data System where he I=&the developmcnt
team buWLng a scarch and discovery witer&ca for a digiW libruy of Astrono=y and Astrophyaics
literature and rwea=h data.He was gLco-foundeti of the LcxFarm organization and has served on.the
Board of Directors since ies inception.From 2010-2012 he also served as a member of the CFO Board of
Dlircctorss overseeing the Wiltharn Fields Community Finn up.0,0; mzmnuadft arm s,&ugLjnclu&ag a I
year tcmn as Tressuzer mi 2012.His activities,inte=st5and hobbies include coo kin&competitive rowln&
urban planning and land use,digiW h1ra=* s and open sou softwgxe development
Chwdie Radoelovich
In 2009,Charlie founded Rad Urban Fao=to change I=dscapes into 'foodscapes."He has over a
quxfter of an acre.of land in yards across Lc3dngton in production-supplying vegetables for his smaU
CSA,the Lexington Farm as"Madtet,and his lmdownm cooperative.In 2011 Chulic planted out his'89
Ford pickup to create Boston's first education2l mobile&=;visiting aver twenty-five sites over&e
summer in undenerved areas throughout the me=area.Prior to nu*=- he taught 3rd gmdein
Belmont,MA.
Brenda Netmba
Brenda L*5 an envu" 01 analyst at the Mgssachusetts Departmmt of Public Hcalth. She=d her
husband moved to Lexingtoa mi 2009 and slince that ti=le have enjoyed pa=* Ipauingin a CSA fa=share
through PiccadMy Fa=in Winchester,NH.Brea&joined the Board of Directorsmi 2011 and has led the
development of LcxFaxrn?s mcmbenhip ptogram.
Betsy Polkck-Benjamin
Betsy has worked as ii softw=cvnleer,buikling complex busmiess sofrware applications for over 25
years. She has lived in Le3dngton since 1993.B"has a stmng jmtemt in the in the local food
movement,supporting the Lexington Farmers Ma&et and other summer and ww" ter nmkets in
the ama and holding CSA sh2res from v=ious am *%*-wefts 30 most recently fi:om Waldu=Fields
Corpro * F=n.She is starting her second se2son as a badryard beekeeper. Betsy si also an active
U=ry
member of the n Field&Garden club.
Nancy Gold
Nancy has livcdm' Lexingtoo with her fanaily smice 1996,2nd hcr difl&cn attended d�e Lexington Publk
Schools.Nancy has long becu an active school voluntee4 and mi 1999 she respondcdtD 2 fCqUCSt from
Hastings P- - 2L Richard Rogers,to create an educational garden for hands-on It==' g that i's
MCIP
integrated with the curriculum.In 2001 Nancy was awarded a Cerdficate of Medt by the State Secrcmq of
EneW and Environmental Affairs for ExceHence 'in Env=inmental Edumtilon for her work devr1oping
the school gardem Ms.Gold also chiked the Arts.Entichment Committee for many years and was a
successffil grantee vith AmedCorps,enabling a team to liftstall a petmaneat exhNt of chddren!s mosaic
artwork at Hastings Schoolin commemomdon of retired teachers,and helped to create si nature trail for
use with the schoors Bi Badkyard Env=imneatal Educadion progmm.Nancy semed on both d3-e
., w..n�
.�.nnnnlA mm nA�n,nnnnMlo ml,m�AWwwWWm�,er
IIII
u
IN
�r
school's - public
Von
an Instruction.21 As 1111"
Joshua Vatsky
Tm
ngin
josh has work"'0 gn c,ectr-'"'e eer't hM LincOln L2b0rat0rJr cc 1999. In 2010 he.took a
yewdong
m
H
i. withhiswff
es spent a year tmveling along
g#
World-Wide Opportunl&s on Organic Fatms,also somedmes known as
* On
Orgawc Fa=u)- Ile a i # Weeders11
tY Of the WWOOF stays were
New Zealand gad
nclu&d work at%L
tive-enera teaching facilitjr,a hydroponic salad greens business(he
wonders ii
es;hereq to say that they were the best greens
!s ever tasted) 42
* * .
and
"hovacstead"-typc settings invOlving vadous levels of food and energy
n several
josh was
thzi-Ued and heartened to discover the IA=Fa=endeavor and is very excited by the prospect of a
fatm co to * ;
I� I
LexFann Education
Ip�
itee
II
m
See
II
I�
u
J re„
above, w
Rebecca Altm=holds a PhD in environmental so logy from Brown
ul
C10
University.
; IIII
* +F
■ ■ ail
on
health
w' ; justice.a u ni he o III'
it ce and Environmental Heg1th Network.
Catole Ferguson,
•
lfte Member
� I
or elmen years,planning
•orgmizAngspeak=side
#and evaluating student pxogress.She him four yean worldng with
Population,plianing and implementing health wa events,health fain,and thc"homeless family
conference
*
' . i
� I
Nume
*
Z
�I , =L* r,Com itfte Member fl
Jane Hammer has been invalved with co,'mmumty fasces and hands-on education for her en Mile adult life.
WHe earniirrg her S.B.in Enviro a1 t�. , ering Sci=ce and Management at NM,she worked for
tlsck su acr intensive for tea+chcrs and * tratom,where she lead science d ill
ICI e�c�n��c�ns and
tutored in the+ amb i*Public Schools. Upon finishing her degree in 1994,Jane joined and voluntee=d
at her Eirst CSA farm it 1p ich MA. As the Environmental Mansgc?s assistant at Stan wn
a she educated * �elda
�I unteered
J
g ed emPloyeles i a�dep t abo ste era rc � lsIerved on the board at Waltham Ficids Community Farm and
s part of the vedc thired
Amanda Cather,their current fann manager of 8 yum. Jane was • A in"i ` uu
up
in
instrumental in pres the farmland at wh2t now
i erVW9 # ;
Wright-LockenchIester's
en
J joyed t Busa Fa=for the past 3 years,I the greenhouse,field,and f2=stwd,runmg
volwteer&ys and fw1d trips w vrell as their shgreholdcr and ffi=ds ncwsletter weekly duLdng the
Wntmg
se2son. Jane also Mns her own business,manwg m2rketwig and disbbut=for Shued Harvest CSA,
wbich III UI +��'+�than 35D
shucholders in .I
Easternss c non-profit t includesr wng and leading
worlmhops for
A
ll Food Preserntion and Exchange meetup group(200+memben),and
�Iserving as board member for the Famfly Folk Chomle(60+members of aU ages). A homeschooUng
patent for 15 ycars and counting,Jane is accustomed o
I
m
ory
r
Il
t
the homeschooling netwotk in the AAington a=z.She his rMised backyard poultq and kept bees*enjoys
=tme $we
gad le i about nuttifica,local food culture,soils mince�pe=,aculture and regen de
MUI& arning
and bles to spend her&ys cxplo�dn&playing m gnd leaming with her husband Ch:ds and 3 sonsjli
USX,
T miaJaMet,Committee Member
Ms.Jiflet holds a Bachelors in Fine Arts and a Mastm'in Education.She Lis a Massachusetts Cerd&d
tncher for gmdes I-62nd has taught gmdes 1,4 and 5.Ms.Jaillet now provides semices to chAdrea vnth
lumm spectn=disordm and became a Certified Autimn Spectx=Disorden(ASD)speciahst.She'is
pursumg her Board Certified Behmlor Analyst(BCBA)license. ■Ms.JaMet wodis for the LABBB
collabowive md Applied Bchwaioral Assocmitcs,LLC.She has expeumce in development&y approp=ite
curriculum design,co mmumty events and art education.She summa=es hcr nuission sis follows,"my
cu=ent work reathes out to disadvanmged constituents who may need additional support to access the
plinsures and activities that we may take for gmntecL"
Sandy KaIkunte,Comnuittee Member
A twenty-two yea resident of Lexington,Sandy i's a scientist,financid planner�and attorney,speciaHzing
In In tellectual property,ansts=d estates.She has worked in hap and small busmiesses=d law fi=5 to
shape and enhance buskiess miltiatives.Sandy has conttibuted to the larger Middlesex community
affe in Lc3dngtonlimn as a volunteer and bond member with accrc&ed non-profit orpnizations,such
as Minuteman Senior Semkes gnd"Shishubh=tP South AsHim CWmre and Language SchoaL serning
chW=and seluior citizens.Ms.Kdkunte bas teceived gmnts aad honors from the Uni'md States
President,the Commonwcalth of b&ssachusctt3 and the Medife Foundation for her contrffiutions ito the
community.
Man'&Aliberd LubertazzL' CoMmAttee Member
Ma mi Aliberd Lubc=zi holds are M.S.dew in Environmental Studies(minor in Envirommentid
Edunnion) from Antioch Unri mrsity New England and a PhD from the University of Rhode Island. Her
g=duxte work at URI was in the Department of Plant' cicnce and Entomology. While she sw&ed the
lmdscape ecology of pond drApnflics in Rhode Island,she was ffie teaching assait2nt in Pl=t Sciences
for several yea-s—which lead to a vet active role in the student Plant Science Club. She abo worked one
summer at URIN USDA Quuantine Fadlity,conducting reseamb on potent W biological control
species. Prior to her doctoral,wotk,Maxis held V=iotu podtions in msearch and/or education at
Massachusetts Audubon Society('including an tintc=hlp at Drw=fin Farm),New Englmd Aquizium and
Massachusetts Department of Environmental Protection. She his taught Vamus science cunicula to
elcmentu-y schoo�undergraduate and graduate students,and*13 currently an adjunct scmice faculty
member in the Lileral Axts Depsw=ent at Rhode Island School of Design} She lives with her husband
and son=' the house built by her great g=ndfither,down the street from Busa Faun.
Charlie Radoslovich,Committee Member
See Board of Directors biography-
Kda ten Reed,Committee Member
Kristen Reed is a Research Scientist at the Education Development Center,Inc(EDC).Her research
focuses on the LmOctnentaLion of mathematics LinStructional mste6&and mathematics professional
development for PreK-12 teachm and administrators.Prior to working at EDC,KAsten taught
ekn=tary school In Boston.She grew up in Lexington and remmed with her husb=d and two young
children in 2007. Over the In 10 yews,her family has part=iipated in a vwiety of farm-based education
program and C&A programs for produce,meat,and fish.
Frances A.Ludwig,Advisor to Education Comminee
V
��"tl"itl"� omar nu nunm,......in nn ui im.���mm . n , nmm �Indlh Ui@IIP i110 II II II �" II
mow II I° w iiw u' E
I
m
u
w.rca,s
I 96
.m 116
III
r 011- 1. : Educator,Herd 1'' use of Natural story.
1989- 010: offered teacher support for the K 8 science
program,,,cra uated and dcveloped cunkuhun,presented demonstration lessons and teacher workshops in all
arc s of science,estabhsh+ed and directed environmental education program,int+egmt+e+d conaputer technology,
introduced crgirrerg design challenges for - itdt ,hid 3 yx -1 �cc and
Tlechnolo,gy, .g ecung Cucdculurn mew Commute
19 -present br boo presenter. presents teacher?s or hops car nursery trough+nth grade teachers.
focus on the science of exploring school grounds,Ching"" quiry science,and the use ofscience notebooks
as a way to wugrratc science and li rany.Presentations given at: National Science Teachers Associud n
I adonal Confe=c ,l Massachusetts Asslocation of Science Teachers annual conference,Massachusetu
Envimmmental,Education Sodety conference, i
Pow
+�,EC7� �mhburg State adct instructor).
1 9 - : Plannedr fessiona,l development n�t oortundn or � me s �ce�tcachers E�
p' P �' CCU
+collabora c 4 co s,Waltham,MA.
1989-19951: + - ; dhe:schooD.C.Heath,. Other II
wA. writing exp enieure: -1 I ancMaq mauls for Sihv4 B=dctt and Gkn,.Halt,and Conttibutor,
Nalulm y Gournal Anmdcau Nature Study So'
1981-1 ': Staff t +cher nawralsst,i'I► ssachusetts Audubon Society,Dwmlin F== taught ,a s -
� �I 14;also presented workshops for teachers at the Museum Institute for cc(?�MS). .
ponds g,soils and weather)
1 65-1 753?198 -1981: Nfiddle school science teacher(phy siesd science,catch science), n Pubfic �
Schools,Leminp n,MA
IS D UCA770 .
I° � .Pllotou College. Chestnut H�ilr,,,MAO
B.S.in Physics Education,Magna Cum Lauds,1963
11v=slt Color2do. Boulder,CO,Master of Basic Science,1965,
WARD:
2000 Science Teacher of`the Year,Middlesex unt, ,MA Association of Scidbace Tea era.
r
m I
w
I�
µ
, IV
U
N
I
I
w
Appendix B,,Community Fanns Outreach,, Inc.dba Waltham Fields Community
Farm
Overview
Walthaui Fidds Community Falm is a non-pront organization sunorting fiamland presavation,hunger
in
re&C and education.WFCF culdvatesa total of 11 acm i Waltharn,most of which is leased from the
UMms Extension school,and Imes gnother duce acres fiom the nearby Lyman Estsite.7he fa=is run
by a non-profit foundation that is govemed by a Bowd of Directors.
Walthon Fiel&wim founded in 1996 by Adh3gwn resident and longtime local fimmi
- ng advocate Oakes
Plimpton.
Misswin Stateutent:WaUam Fields Co mmunity Farm(WFCF)pmmotes local qpculturc and food
access for peop1c in need thmugh md educational progmms that are socWly,ecologically,and
9MW=9
economicaRy sustainible.
AddrCS5,-.240 Beaver Street�Wiltham,MA
Web Ritc hUPIL&C-a
CFO's cutreat Stntegic PL-m indudcs the Movving goals:
1-6 Expand access to local fa=products to Greater Boston resklents,regardless of socio-
CC0110MIC SWUL
articip-an in
2: Provide high-quality educational=pediences dmt engAge P ts local food production
and consumption and promote envimnmental responsibility.
3:Participatem' the exchange of resources and knowledge to strengthen local food.symms.
4: Secure and m=age with a commitment to environmental stewardslup Wi order to sust
food pmduction and preseive futu="agdculmml use.
a &
5: Grow our organmatioaal capacity and operatiOnall'Dfmstructure tO 2ChiCVe PrOgMtn g0gh-
6: Enhance financial stabifiq to support D adona1CffCCtiV==5-
orga=
Detafled objectives supp these goals can be found on the Waltham Fiekla weh site:
ortIng
• rnn FLM�012-201A
com IIQKF,, &qMCF AM
Resumes,
CWre A.Kozower,Executive Diirectw
50 Preston RdL#2 SomenUr,MA 02143
(617)77"518
CWM@MMMU i fa=s.org
■
nity
WALTHAM F]LELDS CoAgyrUNITy FARM,CobEMUNTrY FARMS OUTREACHs INC.2
Widtham,MA
Executive Ditector. Hold the ovenR cesponsilifiq for en that the gods and objecdves of the
SUM9
oqp=adon am iichieved. Ovence organmaonal and financial maaagement progmm pbmnmg and
execution,public relations,and commuiuty outn=h. Jm#2009-Nrent
CITY oF SOMERVILLE PUBLIC SCHOOLS,FOOD SERVICE DEPARTMENT,Somemille,NIA
w
.^^,nvs irJlpYkrii-s uy u
,G
Nutd*tion Outreach+Cootdinstor. ,Assisted the fbod service director�the tin and it Iementa`
on of
program�is to ruvc School educatediP
. '� students and fames ab+�ut h+ca�Ithful nutntmn,behavior,
providIed culinary and.nutrition to food service sty,and offend,food see employee was
*
W
wST =is FoR+dommuw m'Txt c=bage,mA
« m Some Farm to School Coordinator. Oversee Pg and lementatic , br the G Health
Pam School Home pxogra,r This research project focuses on Woticing with school food services to
offir,more pwduce at sal that comes foam►local fags,increasing consumption of rtdts and les
p' �Cta
among students,developing
" school gardens, connections be en school food. vim 3e and school
rdmin progrAm,and tea students and families about the benefits of eating healthy and spa
pporting
vuur 10I fimni sg cony.Jarim r 2003•-J"it 2008
GAJNI G GROUND3INC.,Concord,MA
I
&sistl Grower. Assisted in the op{e dol ms on�e�for a 9-acre o that
p' �c grooms o� ui
prod=e for local food assistance pro oms. Coordinated educationA visits for low-income '' ,
nd
+comm►umty groups. 001-2007 Grovixgsaasons through c r r �I
''r S RSIT ,FRIED MAN SCHOOLS OF NUTRITION SCIENCE AND p0LICy:
Boston,MA
� Senior Reseach Coordinator. Coordiaated intervention pk and lementation for ffic food ses
and after school portiom of Shape Up Somervae:Eat Smart Play Lard. This research project,funded
through a grant froni the US.Cent=fot Disease Control and Prevention CDC),focused on making it Bede
of cavironmental c to encourage obesity ptevemson among public school chfldren in,glades 1 3,
Im
C"MRTDGE PUBLIC HEALTH CObSUSSION,Sot'LUTMJel MA
Pwi ect Assistant. Assisted the Director of the So emnle Cou=lul Health. da,a community
�
ouch pre ,in��a' a cosnim -ba based tasforc focused . . ' .
* . . `sty# sed=incc�g nutrition,edr at n and
p]�rysrcal actzv�rty oprpo�ties for Somerville rescdents. R+ese�arche+d and compiled two commmiqguides-the
SomervMe Guide ide to Food and Nutnt n zsvur�ces,and the Somerville Physical.activity Guide J� � a�
C�'r�`r�'Ilrr 00
LANDS Ste,INC.,Weston,IAA
�C�oordinartor.
Coordinated a steer r+� that
; Program Pkr Young teems saan educatnaul
on-faim setting to grow fxesh produce for Boston area swelters,food,pantrie ,and meal providea.
+Crrc rdInated day produce donations to Boston-am food assistance p �
ms and d In the operational
re3ponsib"; for a a-awe crgpnic far run by the crrgani ation.
-2000 Csr,.g seamm pKa
y Abrvmgk Obr1,
C OMMONVEALTH OF K" ACHUSRTTS,UMASS EXTENSION SER ICEi ,first;MA
Latino Cups Project Research Assistant Carri d out seven.1research+erperim s de iped to help
fa= and make a •
� �' va�3�?�e Laaeo- � produce. �.tl cI�A
P' coon.with these oo f
p' aim studies,I
elp+c+d facitate two surveys and n.utridon education tents with visitors to the farmers'maclicet in Lawr ce,
TUFTS UMVERSITYt FRIEDMAN SCHOOL OF NUTRITIONIMENCE AND POLICY
Medford,MA IIII
uu
III
U W in Nuftifion Science and P'cr1i ;. griculnue,Food,and Environment = 19.97 1,999 ,
B"N"D COLLEGE C OLUNMIA.UMVERSITY,
A its Environmental SdenceJaxway I —Mr 1992
m
l rd FaVedenc
r 2001
.
Han m and AmmWsse,
Cum Laude at Barnard College,1992
Columbia univ=4 Co Ser"Ce
R=�pient of 6z Semetaxy�s Award for Exceffimcem' Env=inmeaW Education from the Exccadve Office
of Env U*0n=ental Affairs of the Massachusetts Env uionmenW Trw4 2007
F.Mmigan,C.Kozower . + +
d R.
# * •
alvemty
of
C.Kozowm Use of Soil Tests Among Organx Farmen
New England. American jou=al of Altenative
•
125 Brown Street
Amanda M.Cather,Farm ManWr
amandamcatherftma
com
multi-siteManage 15-aar,
+ +
fimm sUM manage all,aspects of production for CSA and hunger reW progmms;Work with other
manag==t staff to ptepa=and oversee$400,000+budget.
Hedgerow Fatm,Bouldet,Colorado. Fa=Manager,Nfiu&2002-june 2003. Responsible for all.aspem of
Bouldec County Farmers'Market,and local r=t:au=nt:s. Expen'=ce vith Soil and Water consamdon se=-
on-site
+
programs. Tead6ng Asasant forclass,
+
■
The Food Project,Lincoln/Boston,M& Urban Grower,November 2000-November 2001. ReVonsiblc fbr
homekss shdters and small-scale enterp:dse project on 2 1/2 acms of urban laadL Wodked dnmly with other
+ • '
sed urban
+ + + +
ated in agdculturg education and
for sicaderak year pmgram
amap
on topws including susububle landscape detign, farm p4nnin& &=cm" market dpants
environmental
Drumlin Fam,LincoK MA. Sustainable Agriculture Apprentice,September 19WNovember 2000. Gi�ned
ex 0 e and trabiing Mi Iversffied vegetable and smaU-sc2le livestock opemdon on 200 acre Audubon
Emphasis an crop phmaing and record k=pi%cultimdon techniques,retad sales and marketin&
justice and food secutityLissues. Authored Urban Alawd
groups.Cqtupm=t:operadon and to mitmance. Expe-nimce with dAry cows,goan,sheep,pi dzaft horses,chicke
and tudreys,as well as maple syrup and hay operations. Addition9l expenence o and woddng with
valuntmr groups and providing agdcultural education to all2ge Piloted30-member, mixed-income
..........
IIP° III PI
lii� i
Re-Viision House Utban Farm,Dorchester,MA, urban Agdcultum prog= Managrx NOv=bex 1998.
Sept 14 rnlk er 1999. an sispects of homeless sheka-based. utban
4 lb *&= project, including 7ca.
round OSM=vegetable production on Vlacte n=1 and=0 two 9feftdwuse%aquacuhm=d apicWtum
Su enddivene staff and vol=teet groups in producd0n, COMMUnitY Outreach and marketing. Piloted
is ',i •
intemship PfOgmm incm?orating shelter re dents iato projects, includin.g job skill ftaining as well as
q*cultuml education. e in budget pfa=in 4&and m2n,29ement,including.. draisin&documentation
and record keepi Oversaw and pard4 '6
in& ated ia constructim of 14' 96' gm=hou3& Created pre-order
� ho coop fbr specialty otg=k seedfinp for community and backyard g=denem Exp=ded vegetable marke to
P
inclu&=bw asid.suburban farmen"mark and.an onsite firm tanel. Reptesented Re-Vinion House Uzban
Project at a VWXty of ne&borhood,ckywide and nationid coaMons and public fbrum,including
'IIIPfesCU tat ions at summer 1998 and VM* t=1999 Northeast Oigmk Farmen"Association confe==
Boston Urban Gardenen, Jamaica Pam., W. Education CooaUmtor, June 1996-Nov mber 1998.
it Developed and managed garden-based envixonmeatal educatim program, 0 0 n._.
students as ag&mltural edwatoliil m •and mentm to Imston school
i
Iddren- Ws 6-12. Ini6sted czpanst a of
tI
PrO90=03 ficai sun=er-only to year-tound in thtee Boston publk schools. Inteno
wm work on incorponting
-b*sed educa c
Lion into Boston utdculum standards. Ab=dod num us confennces jand sympo 4 11 1
In 1998 Comm Food Secutity Coalition confe=cc and 1999 Atneiwan Community G*rdening
Assocknion ConfeZence.
Educadon
Tufts University,Meffixd,MA. Sept=ber-Decembev 1998- MAster's level class with WRU=Lockeretz on
Fo=&tlions of United States Agdculttim Particulu work with acal'e-nitalafeconomics and problem solring.
Harvard University,Carabdd e,,MA. BA ma gm am 4zwdt in the History of Science,June 1996. Completed
0 remedical requiremeam Sealio thesis,Now RoarforAmpirm Aoi=Aw, for Hoopes Prize fbr
outstanding se or tbesi 0 E�&W`s Est an sem trm.
Armand Hamner United Wodd CoUege,Montmuma,New Mcdco,, .1atumdonal bscc2hurmte dipk=,
May 1992. Activic in wildenms serdcr, inclu vildemess nav�p Ent aid, winter camping,
&t
sncmmho i and cross-country 9 Chakman of Anti-Apartheid committee at iatet=tional high school
with focus on global issues and dh=sity.
Preagntationg
• IxAr&nxi*V Yo*6 and VoAvn*nx into pmdsceon .4gr4w&", Northent Otgank Fatme—mm Assa octicn
(NOFA)Summer 2001 Confe=xice
• .far Economics,Northeast Orgmnic Fgxmen"Associltkm Winter 2001 conference
• The PirrAd&Bwqwt,Earth Connections Confe=ce,Aitnhers4 MA,Febmaq 2001.
• Famming with dw Ronsksx,NOFA Summer 1999 and Winter 2000 conferences
Publicstdong
•
Urban A&r4wRwv Mxn*pubEshed by The Food Ptoject
Other 5k&.and InteresIA
0 Member of Wass n State IPM Advisory Comm; e
6 Board Member,Northeast Organk Fa=en",Assoc:iadon of Massachusetts,2010
lb
Strong verbal and v�dtten commulucation skill
Finn cOmmitment to sustainable W and2g&uIftmmI education
Abifity to do physical work for long days
Proficiency with WbA ExceL Ewa Pro and other computer program
Fam i harity with/interest in rep air and =" t=2nCe of farm cquipmcnt
• 1ExVen=ce with and c tment to Workine in diveme con=umftes
Ru=er,cross-country sltiea,baseball&a and musician
�I#
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Community Farms Outreach Financial Statements
be compkted Mi August Statements for 2012 wM
Statements for pwmms years are available upon request
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FORMIR'S T
Several chapters of the Northeast Organic Farming Association
have developed the Farmers Pledge in an effort to help local farms '
articulate their car mit ent to working in harmony with natural ,► ;�
forces and leaving the little piece of the world over which the have
� y
i ti ..
M stewardship n better condition than when they found it. Knowing
W
your farmer is the best assurance that the food you buy is local food for everyone
responsibly grown, grown with methods that recognize the inherent
implicabons of the web of life in all our individual aicfion .
WE PLEDGE THAT IN OUR FARNONG9 PROCESSING,,AND MARKETING wE WML:
• Serve the health of soil,people and nature by rejecting the use of synthetic insecticides, °
0
herbicides,fungicides,and fertilizers-
reject the use of GMOs,chemically treated seeds,synthetic toxic materials,irradiation*and �
sewage sludge incur ftffning,and all synthetic substances in post harvest handling;
• treat livestock humanely by providing pasture.for ruminants,access to outdoors and fresh air for
all livestock,banning cruel alterations,and using no hormones,GMOscar antibiotics in feed; i
• support agricultural markets and' ctures that enable small fiu=to thrive;
• maintain and build healthy soils by farming practices that include rotating crops annually,using
compost*.cover crops,green manures,and reducing tillage;
* conserve natural resources by reducing erosion and pollution of air,soil and water through �
responsible farming practices;
0 mwal ze the nutritional value of food and feed h mcticin careful post harvest handling;
p g
• prtice mat processing for all food products to preserve the natural nutritional value of food.
O use of irradiation,ultra-pasteurization,excessive heat synthetic preservatives,or GM0
processing agents or additives and include all ingredients on labels;
a reduce th+e ecological footprint of farms and hones by lumfing energy use and converting to
renewable sources of energy;
* reduce food names by selling produce locally and regionally;
create beneficial habitat for wildlife and encourage biodiversity#
• help preserve farmland and farming know-how-,
ensure food safety by wing potable water for washing crops;
handle raw manure and soil amendments with care*
use ethical business practices;
a pay a living gage to all farm workers and acknowledge their freedom of association and their
right to collective bargaining-,
• treat family l members and flann workers with respectand ensure them safety on the farm;
• work in cooperation with other fanners and with the neighboring community to create a more
sustainable way of life;
N 6 encourage the distribution of unsold but edible food to,people who need it;
sustain the land In healthy condition for future generations.
w
Appendix C: Past educatJon programs offered by LexFarm
The following short des i tions of progrms,projem and events previously offesed by LexFa=am
CMP
repmsentative of the range of offedngs we have provided vni th volunteer tndenhip smicc 2011.
2OU
Potato Harvest at Buss Farm - July 30s 2011,Buss Finn 9-U am*
Thi3progra=offered family fun fbr all,ages.We had families come to dig up and baing mi the harvest Tlib
was a fun monmg on.the&=md everyone who pfi=pated received a bag of potatoes to Ww honw,right
out of the grouncU
Rad Utb=Fame Bike Tour - August 14,20113—5 pm
P2rd6ponts joined I=Fa=and our own Clinhe Radoskmich of Rad Urban Farmers on a bicycle toux of
several of hismicro-f2m plots'in area backyards.Chadic U'"W=d the group about what afnWirD-fiam*and
why it works so weR in an urban/suburban setting,as w:11 as why differmt garden desips am suited to their
locations,=d why differtnt produce is grown in diffemnt areas,under diffemat condid 14
ons.
Wildiam Fields Community Farin Tour for Kidel - July 27th,20113:30—5:30
On this tour,par"ants lc=ed about virhat a production fa=looks like and about the pieces that come
toged=to make our fruits and vegetables gww The child=made vi4n to the fields to m' vw*
. te what wu
i growln&they stoppedat the compost pile to learn about what happew there,-and they h2d a hands on lesson
about phint pam and the plant fife cydr.They even perfo=acd some real fi=chorm before're * home
"Z=9
agam
2012
Goat Cwm Skills - Saturdays,Janumy 28—Match 3,7—It am
P 4 4 ants 6 ed valuable insight tiat"o what it means to care for d goats in a suburban setting,with
armv gam =7
hands-on expenience groomin&feed• ing and handUng these ende=iag fa=ani •ill
tuals Our goat care sk. s classes
hom been offered on=as-requested ba w" oapm` g and continuing to the present,widi many area gidults and
teens tddng put in their Cate$,and many young chUren afforded in opportunity for V Miking the animals on
Sunday aftemoons.D i pub&VM"U*Dg hours.
U=9
Birdsong Walk at Arlington Resemoir and Busa Farm - June 2nd,2012,8—9:30 am
LexFarm invited memben of the public to learn about the birds and birdsong of Axli i
ngon ReserMr and Busa
Firm,b=iging am Vete=birder,Herb Pcarcc�who specializes in Icadkg birdsong valks.Uding your eam n the
best way to identify birds when d:Lcy are hidden from view behind fbliage and m=y spe=3 were idcnd&d
that mornh4
Sem'ce Le mg with the Minate Summec Leadership Developmcnt Project for Young Adults -
June 28,2012
A crew of teem from the CB=te Sun=er Pxoject 101ced us in the goat yard to help with our carbon capture
projec�where we use the composted goat manum to re-build the sail in the surrounding"paddock;'planting
n=cd greens—more forage for out beloved goatsl
Green Foo&are Grrrmat...Thursday,July 12,2012
LexF=minvi'ted pre-schookm With clupemnes on aa adventme to the fim to see what green foods they
could find to cat.Together with LexFarm member,Carole Ferguson,the chM=visited the gro i fields of
wing
Busa Fa=to see herbs and vegetmbles growing and heara special i
stoty after wh, ch they made a gmat green
snackl
Waltham Fields Community Fann Tour for Kide - July 256 2012
119, ..........T,+ V,III ma Af W..........'A"19 WhIl W�( d, ..........
011
vm
R
See 2011 for details of same thi3is a popular repeat progr=.
re
Farming in the 18th century tour of the Jacob WMttemotc House
Minuteman National Histodc Park - October 7,2012
Local residents and U'tors w=invited to I Teci2l Ptogmm offmd co-joindy by LexF=m and the MAcJHP,
tided,"'If these WaUs Could SpeaV P9A RanM PoI4 Kienk gave an educational tour of the parks o*
stmcmn in Lexitigton,where,using odginal documents,
I=PantS Were able to discover the nua==of
opewing an 18�b cent=y f=n. TIis program was deveJoped by the park and with cooperation from LexFm=
in support of oux mission for education about fwans and farming,inchuling fiu=history mi Uxh�nl
71xis,progmm,will be refined and repeated summer,2013ID
20L3
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LexFarrn Cheese-making Chwo January 24,2013
On Sunday,January 24d�20130,mi conjunction with the Belmont Food Collaboradve,LerFa=W the
plewu=of hosting our f=t ever cheese-making clus,which took place at the Church of Our Redectner tim
LexiVon Cmtex.Two vetexan cheeft-makm dtmonstmted step-by-step procedum for our M Chill of
'=9W Pawapanm UseU information pnnidedM" dudedt0piC3 Such as pasteurized n3iik heat xegula&n and
cheese-cusidlin&the many u$es of whey,and where to find the best cheesci,,mah:ing suppfie&The participants
in ffis vmU received class each c1m made duveW=ides of creamy deUciou3cheme,inclu&ng nicotts,chevre,
and paneet We v=e delighted to have heard from mgny dut dicy have continued to m2kes cheeses at home
0
amce tddng the cloal
io
L=Farmls Faun History Panel for the 3006 Annivenary
"Fanninr.Then and Now" - March 17,2013
As p=of the celebration of LexinVons.3001h Annivemary of 6&town's incOIMdOn,L=Fann pmaented a
panel of fDur distinguished guests and histori2n to speak at the LHS auditoidum last M=k The fom
pnsentcx�,included histoziam,k=1&=cm and it former co==Iissioner of Agdculture for Massachusetts,
fascimted the audimce.with thek&scusuions,describing those who v=c the towes,fiu=en fluough history,
how they fi"=ed through the centuries,and the strategies they pursued to keIep tlu�r fanw sustainable in
xesponse to regioI nationA,and global chapps and developments in agricultum We enjoyed a tremendous
=spon$c to this prog=m,wd mmy of the attendees were folIks who remembered the town when the=w=
imore t1win a h=&cd&=9,W"everlffiing filom mik topW,Wvegctables brought from the I,wcdd."
The nosbd&in the room wasp2lp2ble,and we=may glad to have brought this;valuabk progmm to tcmvnl
I=Farm member and historian Carolyn Goldstein organized disevent as paft of the 300thanniversuy
cdebration3.
L=Fam Leam and Woric Pasture Planting - Apdl 20$2013 at the Goat Y=x1
PZ09=partidpants lained Smn Anderson(Livestock Progr=Coordinatot at New Entry SwWnaible
Faaning Project)for a hands-on L-Iinn Lea=and Work Projea Siun Ind a te=of enthusiastic k=en in
the planting of m
a i 1 11
mutum Pas=e of ogLh,clover and chicory at the LexF=m GOUY=d�instructing about
p=qplcs of soil fertility,rehabilitating mar&21 I=d,2nd cmating livestock pasmm.
Vennicompostior.Leaniing about and 8etfiD9 uP home worm compost b1W
Apdl 28,2013 at Buss Faxm,
Venniculftme,Of composting with wo=s,creates a water-soluble,nutrient-xi&ferfflizer flut can be used as a
soil conditioner in your home garden.This"i an C23Y Wq to get food scraps out of the waste sueam wh&
benefitting from the tesultant dr4 b -active fertilizer.In the class,putidpants,lead by LexFarm"s own Nancy
Gold,put together their owu woun bins for home uw,with mistnxtions about what to put mi, to the bin,whexe
to keep a b sin and the xocess for hiuveting thmpst ii(and rescuing the w =as to rest=the proces
g t o s s
s)
P
after ppmxi,maely dme mnth U" s e co o o -
Me. This program wa pi==1y f adulm,but-a chW=" prog=is
comm& or
tool(Ms.Gold kept sevend wo=bins in classwoms at Hastinp School in yemm gone by. io
58
io
• m
A Seed Story -
#s prog=took place on Thunday, a Lexington i U II Special
rn on +
and
f May 14*at the Caty Room.
In this progmm,children leamed about differicnt types of seeds and the plmt life cy*heard tWO 3totmi about
r r •
Plantingsceds and vegetable plants,and then they planted vegetable seeds to take home
th
ons for cam
•
Children
n and Sum 2013
ill pl=t flowers and vegetabhm* the colors of the a rng r
crops. -weddy to help
we4 water and side dress vith compost,ca mig for the ,
varietymd*notations md obsemftion5of the weather conditions,the temperature,water needs and the progms
of each Studies a life, s animalfactors a r
affecting s r e
crops.ty of the We will aHow some of ea6 successful plant to go to seed so that we
can save some seeds for next year's planting.
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Appendix D: Pledge Drive Contributor
Dig the month of May 2013, in a demotion of support for the community farm,the 182
individuals and families listed below pledged a financial contribution toward the farrn's startup
roosts should LexFarm"s proposal be accepted by the Town.
"W
M III
Marla Aliberti Luberfazzi Baldwin Galvin Family
Rebecca Altman John GawoskilBeveriy Seavey
Amsel Family Blake Geno
Anne Anninger Erin Gerno
The Antonevich Family Marcia and Frank dens
hriflne Aquilino Gillett Family
III
April Austin Judith GlIxon
Fred D.Salley Nancy&Ron Gold
Mike Barre t#and Nancy Dolberg Barbara Goldoftas
Suie&Mike Barry Carolyn Goldstein&Jonathan Haber
A
John&Irene Bartenstein Mark&Cassandra Goldwater �
Ivan and Ellen Basch Anne Goodwin
w Lesley Benson&Paul Smith Ivan,and Mich Goulet �
Tian and Ericka Benson J ELLE Gunther
h, Diana Bence! Se1ja Halva o
Mark and Diane Ble€er Jane Hammer
r al Alisha Bloom&Stephen Bou ens Ingrid Hartman
Susan and Jan Boer Margaret Helt.
Kafhleen All Bolen Eric Helmuth
Amanda S
r1 ,Bosh Tracey Herbert
Kathy Boudet# Anastasia and Tares Ivanenkr,
Jason Boyer Je n J
y n Ier acob I
Heather Brune Tina Jaillet
Ray and Monica Cantwell Fred Johnson
Rob and Margaret Carlsan f yla Kabat-Znn
Ricky Carter Eileen and Morton Kahan
John&Carol Chamberlain Kerr Karnafsky and Sabine Clark
; Gwen Crevensten Laud Kayne and Max Antinad
Carol Damm Frank&Janet Kerry
Mark Davis Bob and Mary Etta King
Seth Davis and Jonice Webb Paul Weppner and Linda Mui
Mike Decoteau Henry lion&Leah Baigell
Gene Diaz JJ Krayk
Susan Dorson Jaen&Toni tureen
Joyce Edmonds Marty KvaMal
JlII Ehrenzweig Alert Lai
Kate E rem David Landsk v
Susan and Kerry Emanuel Linda Lee and Charfes Lamb
Anne 5ngelhart Kathleen Lenlhan
lei
Eileen Entin Fann u Uao
Ellen Epstein and la Peron +
p n n ell Alice Lim Bill Lester
George and Patricia Erickson Jenny lisle&Steve breu
Andy Evans Karen Long+eteig&Masan Khan
s Carole Ferguson Fran Ludwig
Wallace Feur eig Jay Luber&.Jennifer Zachads
Bill&KJrstis Mora Marilyn and Bob Lund
Vicki&Larry Ford Magrarn-Rornano Family
Ian and Alit Fox Edward and Eleanor Mann
Mark&Wendy Gabrenya Jeremy Ma do
0
I
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Ellen McDonald Susan Schffer and James Bar soum,
Barbara Malkle Van Seasholes
Eflea Metzger Rita Seradedan
Charlotte Milan Mary SevIand Beals
Cheryl Miller and Edward Harman CA Shurn
Judy and Lee Nllnardl Janet Simpson
Katharine Mockett Marc and Sybil Soloman
.Alexandra Moellmann Margaret Stanley
The Moody Family Leslie Stebbins
Gwyneth Morris Karen Steiner and Scott B.Smith
Meg Muckenhoupt The Stewart Family
Barbara Munkres Tisha,Stima
Beth and George Murnaghan Steve Stodola
Venkatesh Natarajan Nadine Suhrbler
Chn*s,and Janet Needham Amy Swanton
Helen&Kyle Nelson ChrtsUna Sym
Patrick and Brenda Netreba Jody Tannenbaum
Jim &Ginny Neumann Victoria Thatcher
Nancy Nolan Julia Thompson&Simon Kozin
Gall O'Keefe Kay Tiffany
Suzanne 0"Neil Jones Charles Tracy
Keith Ohmart&Helen Chen Susan Reals Treadway
Valede Overton Marie Tulin
Suzanne Pan Bard and Mary Ellen Turner
Connie Parrish&Bill Vogele L.Urgotis
Mark Patfln The Vander Rhodes Family
Valerie Perkins and Stephen Ervin Josh and Ava Vatsky
Oakes Plimpton Catherine Venkatesh
Betsy Pollack&Howard Benjamin Sandy Vorce
Kovitha Prakash Janet Westerhoff
Nlck Pullen David White&Mary Gilbert
Jennie Rathbun Ban and Ann Wolf
Kiisten and Lance Reed Hendetta Yelle&Chris Engstrom
Rev.Marilyn Richards Kyle York
Caroline Ronten Elizabeth Youngblood
Bonnie&Phillip Rosenthall Tim and Lauren Zack
Kathleen and Davis Rowe Amy and Michael aslow
Laura Sackton Barbara Zeiss
Howard Sagrans and Charlene Bmock Leda Zimmerman and Joe Blatt
Irene Sahat]1an Olsen Zimmerman Family
Mark&Lisa Sandeen Rosamond P.Zimmermann
Rosemade,Sansone Wiliam Zucker,MID
of
"A Appendix Eo. Letters of Recommendation
Tbe follov&g p2ges contak ktters of refer=ce from several individuals who am familia with LexFarm"s
word in a viziety of capami ties.
JI
Pact Ba Exccutive Dias ctor,Newton Coin unky Faun
Patrid-a Gny,Nonprofit Management Cons .test
James Hoyte,Fonner bfissachu Seaeug of Environment2l Affaks
Alissa Louzon,Head of C ht1dma!9 Services,Cuy Memo zW Libruy
K==Master om6 Ch=4 Nou:dsh Rzstaumnt
o
Eileen En*Pmid=t,Ct*=' =s for TA=ington Conservation
Jk
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///%/%////1/////%/%//G/N/r"
Pe lor
J.Barre r
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May 9,2013
P II
Ladngton,MA
1 on w to reirrto=your met of the cepeblr #es of Le arm to cite the new LodnUton
junky firm on the Buse Property,
11ceme to LM Cay at NeMon. M hm been an the Newton oOwWftWs
yun. knew qJft a bit about what maka a SMA cwmw*farim succassful,paftu"where h
r*"le dr b +c�armrnuntty education and ccrtmurlty engagwmL
ail
r am f nft with WFan's appfmh and capablildas become M hm bw bxiwd with ft groW iar duet
Hum yon as It has&wWoped support In the Town for haft a tarm an ft Buza WA In ,
halvorking kademWp group thd M
r ,
long term sucem as a cam=4 r
Mps with City of Rwhm II l
eseent the LexFwm group has donanstrated airnOw capabUWas In LukVcm
h ckaft to+gala Wth an asWished nonimi t term operfor to manage day4o-day Ong
M leaft%Np to focus h
.
In the"Interwis d Ow LaxlrQtco commolty,1,araxxqp you to select LexFarm n the operaftor d ft BL=
�I� Wrn .
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Town of
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m�l�mmum�mlmum�Mmmmlm�mmnm�m�m�m��m�mmmm�m��l� ��o-��Im�m�l.�o-��I .,�,�n.�m�mmlmlom�m�m�m�m�m�mm„�.,��m�m�m�m�m�m�m�m�ml.��m�m�mM�m�m�m�m�m�m�m�m�m�m�m�m�m�m�m�m�m�m��m�m�m�m�m�m�m�m�m�m�m�m�m�m�m�m�m�m�m�m�m�m�m����NmNw��m��ml~�m�m�mlmmmmnmm�m�mm�m�m�m�m�m�m�m�m�m�m�nmm�m�m�m�m�m�m�m�m�m�m�m�m��m�m�m�m�m�m�m�m�m�m�m�m�m��m m�m�mumwmm�m�lum�m�m�m�mImum�m�m�m�m�m�m�m�m�m�m�m�m�A�m��,���mM�m�m�m�m�m�m�m�mnm�m,a���m�m�m�«mw�lnmmm��ln��lm'm'm'm'm'm'm'm'm'm'm�lmm�mmmnlm�m�lum�mmmm��mlmlmmnmu�m�m�m�m�m�m�ml���.,�m .��m����„�����m�m�m�mM�m,�m�m�m�m�m�m�m�m�m�m�m�m�m�m�m�m�m�m�m��,
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AN
c0=13.1.1ity Fl=P
roposal Committee
Deer Co Me Membm:
I commend the Town for its commitment to conscrvation and interm in presem
tion. a
ving
followed dIEVC-10PInents regarding the Busa Farm over the Last few
yea%I am especM* y Pleased that the
fa=laael with its Piz Mity to the Arlington reservoir and to Lc�dngton conservation 9=a5 Will be
Presemd.and used as Ea=- fndeed,Items dc Is.
cMon certainly" Consistent with Lexington's detc=inalion
to honor its a hedtage.
As a TAxIngton resident for the past f0M yeas and fo=er Massachusetts SecrehLry of E *zumental
nv=
Affairs(1983-1988),1 would like to describe to you the ressons why I strongly support the proposal of
LcxFaxmtO OPIEWC 2 cot us ty farm oil the town-*wned Br Farrn property-.
did LeXF=m has demonstmted that it a COMMUnity 0%aniZiLtiOn able.to provide I wide range f
o education
faro graw about farms,farming and sustainable Land use.
Based an my expedence as a fbimer member the Boad of Directors of the Massachusetts Audubon
Society and current member of the Board of D=itors of 1"hc Tnuftes of Reservations,I have a sense of
what constitutes good PLLAUIT, -m-Min =d practices related to mstamable AAA A =ire Pressed with
cam's p,rogra=.
16,
W"iffi the:opportunity to lean initiaDy about LIacm s plus on the o On when Itsponsored the Veq
=P&g and infb=adve Ran History Panel 23 part of the Lmdngton 300th anniveisaxy activities in
Maxch,I was encouraged to become more deeply acquainted with its activities. I commEn itfDrits bi-
weekly newsleam its many progton including fitrm tours,worm composting and its goat yard.
In slim,I beUm that the LexFaIrm prop0521 offer S the Town of LeAqeona.unique oppoftunity to
en gar in o ation ►with ►a ptoy tmck record of providing cti&d education needed for future
r9a=
9Cneratlons to rns connectiow between people and the Ignd that sustains them dxrough=sponsibl and
sable agdculture. I recommend that you give favorable considiand n to the LcxFazm proposal to
opettite Busa F==
Veq truly purs,
(I Ills
James Hoyte
565 Barrett Road
Lexington
as
iM
Jamie Hoyte
Of Counsel
ADS Ventures,Inc.
3 Post Office Sq,8ffi FL
Boston,hU 02110
(617)236-5830 x1 17
(Sent via r.M4 fj
64
A
Ald
m
i
Library *14 ,�LmingloiL ■i'�Il�M7 + 'yi �( hij i g�dr ��'NI 8■ 1■ '". *'hi II r m o�
Ken r
Lexington,P.O.Box 564
Mass.
02040
Mr.Kamafft,
�h
I am writing ter lead any support to LexIngtion CommunKy Farm Coalition's proposal to
Mernooperate a communhy km In Lexington. LexFarrn recenfly partnered wfth Cary
U
al Ubrary to offer a hands-an seed pmgram for students In kinderprten through
second graft. The program was very,popular with the pmgram m9isft6on and VMfflng
i
i * ■The program focused on teaching
st filling quickly despite the Urnfted
students about dWem%,nt Wes of seeds and q
eat Each studant got to plent swda to take home and grow this summer.I w=
Impressed wM riot only the tu niculurn that was presented but also wfth how t1m
Instwor
they grow Into plants and lbod that we
Y
everyone had an opportunky to participate,and smoothly nxfirecled behaviors when
necemary. The kIds were all excRed about planting ft1r own seeds to taka huffm and
Nmxy and I are already in the process of planning a second program fbr ft fall
onNard to conlinuing our partnershtp to offer hands
teaming experiences to the youth In Nancy GoW.handled the group. She kept the group engaged,ensured that
dull °m6i�I�R'rwl'��'° „■,._�,. ..�,. ,. ��,�i ^rrmr��a;. �_,�,uum - u�i ,w uv�� ,»„.,,�,.
Slna"y
1
Ar
'+a
Head of ChOdrares Services
Cary
a
r
Lexington,MA 02420
1874 Massachusetts Ave
N
W'
Price Bid for Lease of Town-owned Property
for a Community Farm
Submitted June 3, 2013
By Lexington Community Farm Coalition, Inc.
ATTACHMENT
MinimumB11D PRICE FORM, BUSA COMMUNITY FARM RFP
Im I ME10-101� WN N Jill I
The Respondent proposes to provide the following funding annually for the project listed(and
as descri'bed M* detail tin the Specifications portion of the RFP):
Descri
BUSA COMMUNITY FARM: , minimum
percentage increase is
example, t
area, 000 a year for the lease,please place$500.00 into the lease
payment increase .if you intend on just offening the minimum$1,500.00,place$0.00 in the box.
The same goes for the Percentage Increase.The minimum if you are offering 3.5%a year
place 1%in the .
YEAR I Annual Costs Owed
ITEM PRI
a) Annual Lease* Payment Increase $500,00
IE
b Annual Increase Percentage Increase 0%
YEAR 29.Annual Costs Owed
C) Annual Lease*Payment Increase $500,00
d) Annual Increase Percentage Increase
ib f p
j
YEAR 3.@ Annual Costs Owed
e) Annual Lease* Payment Increase
J
v
ti
S500i
00
f) Annual Increase Percentage Increase 0%
fl.
n
p
mi 2
Il
II
I
li
YEAR :Annual Costs Owed
r i i
Annual Lease* Payment Increase $500,00
h) Annual Increase Percentage Increase 0%
lk
II, I
r
' (place in separate sealed envelope marked"Price proposal"
rum
so
BID PRICE FOB
BUSA FARM PROJECT
The Bidder proposes to provide the following funding annually for the Project listed(and as
described in detail in the Specifications portion of the P):
Descriviltion
BUSA FARM PROJECT: Continued...
ITEM _ P"IIilill'i'liliililll,,,,ll,l''!,Iiiii,igiiiilliIiiiii!ililI !'I
Jill !i
YEAR :Annual Coats Owed
i dual Lease*Payment Increase $500,00
j Annual Increase Percentage Increase %
�r
YEAR :Annual Costs Owed
w
l dual Lease*Payment Increase $500,00
l dual Increase Percentage Increase 0%
y
YEAR 7:Annual Costs Owed �
n dual Lease*Payment Increase
n Annual Increase Percentage Increase %
YEAR go. Annual Costs Owed
o dual Lease*Payment Increase $500,100
P Annual Increase Percentage Increase 0%
YEAR 9: Annual Costs Owed
r
q dual Lease*Payment Increase $500,00
r Annual Increase Percentage Increase 0%
�i
(place in separate sealed envelope marked"Price Proposal")al"
Bw PRICE FoRm,
BUSA FARM PROJECT
The B idder proposes to provide the following flundmig annually for the project listedBUSA FARM PROJECT:described M' detail M' the Speeffications portion of the R.FP):
DoldgfiM
...
ITEM PRICE
YEAR 10:Annual Costs Owed
�u
YEAR
a
u� Hsu
v Annual Costs Owed
U) Annual Lease* Payment Increase a
00
V) Annual Increase Percentage Increase / w
n
t� y
u
YEAR 1 : Annual Costs Owed
Annual Lease*Payment Increase S500.00
X) Annual Increase Percentage Increase 0%
YEAR 139.Annual Costs Owed
Annual Lease*Payment
P
ip
Increase
Z) Annual Increase Percentage Increase 0%
YEAR 14: Annual Costs Owed
aa) Annual Lease* Payment Increase $500,00
bb) Annual Increase Percentage Increase 0%
01
(place in separate sealed envelope marked"Price Proposal")
BIID PRICE FoRm
BUSS FARM PROJECT
The Bidder proposes to provide the following funding wally for the project listed(and as
described in dell in the Speciflcatlnns portion of the RFP):
Descri ti n
BUSA FARM PROJECT:Continued...
ITEM PRICE
YEAR 1 : Annual Costs Owed
cc) Annual Lease's Payment Increase $500,00
dd dual Increase Percentage Increase %
YEAR 1 *Annual Costs Owed
ee Annual Lease*Payment Increase $500,00
ff) Baal Increase Percentage increase 0%
r
YEAR 17:Annual Casts Owed
r
gg) Annual
Lease* Payment Increase
hh dual Increase Percentage Increase 0%
YEAR 1 # Annual Costs Owed
ii Annual Lease*Payment Increase
Annual Increase Percentage Increase %
YEAR 19:Annual Costs Owed U
J
1k Huai Lease* Payment Increase q 500,0
11Annual increase Percentage Increase `` %
y
(place in separate sealed envelope marked"Price Proposal")
BidderBED PRICE FORM,
BUSA FARM PROJECT
The vide the following funding annually for the projecti
describedi
BUSA FARM PROJECT: Last continuation page.
ITEM PRICE
, o
YEAR 0: Annual Costs Owed
Increasemm) Annual Lease*Payment
Increasenn) Annual
rc
r
y
Bidder.
Initials:
te rm withtio n to exten d fo r a n additio
ft ve-yea r terms ,*a to tal p o t r co ntra et. Th ese p rices wills fay firm
throughout the contract and all extensions.
.ATrACHMENT E
Estoppel Certificate
E-I
ESTOPPEL CERTIFICATE
PREMISES: Busa Farm, Lexington, Massachusetts
LEASE: Farm Lease dated as of between the Town of
Lexington, Massachusetts, acting though its Town Manager (the
`,Landlord" , and Lexington Community Farm Coalition, Inc. (the
"Tenant'), as the same may be amended as identified below
WHEREAS, this Estoppel Certificate is beffig delivered to [Landlord/Tenant] in
connection with lexplanation for request to be inserted]; and
0 WHEREAS, shall be entitled to rely on this Estoppel Certificate in
conjunction with [reference to explanation for request to be inserted],
NOW THEREFORE, [Landlorci Tenant) certifies to [Landlord/Tenant and
J that, as of the date this document is signed:
1 The Lease has not been modified or amended, orally or in writing, by formal
agreement or by letter, except as otherwise described 0 A true
and complete copy of the Lease, as amended,is attached hereto as Exhibit A.
2. The Lease has a Tenn Commencement Date as of with
Base Rent commencing on The current Base Rent is
$ as provided the Special Provisions of the Lease.
3, Base Rent and other charges due under the Lease have been paid through and
including 0
4. The Deirm*sed Premises located in Lexington, Massachusetts are as described in
the Lease.
5. The Termination Date of the Lease is 2023.
6, No Security Deposit is required under the Lease.
7. The Tenant has no option to purchase the Dernised Premises and has no right of
first refusal as to the Dernised Premises.
8. The Tenant is in possession of the entire Demised Premises. [To be removed
from an Estoppel Certificate executed by Landlord.]
9. The Lease is a complete statement of the agreement between the parties with
respect to the letting of the Dernised Premises referred to therein,
10. The Lease is presently in full force and effect according to its terms and is the
valid and binding obligation of the undersigned as of the date hereof
IA021561 111 1
m
The address for notices to be sent to the undersigned 'i's as set forth M* sm'd
• Lease.
W in
• • #obligations
12. [Landlord/Tenant I I is not
the performance of
Its
[Tenant/Landlord] under the Lease, nor has an event occurred that, with the
i ■ notice • constitute
follows:giving of
me or both, could
[Landlord/Tenant], except as
;
■ liens,
W claimsor i
# The [TenantILandiordl has no F J
follows:Lease against the [Landlord/Tenant],except as
Denu'sed Prenu'ses], except as •
follows:14. [Landlord has not assigned any of'Its rights under the Lease] [Tenant has not
assigned any of fts rights under the Lease nor sublet any portion of the
#
undersigned15. The a •
is there contemplated any assigment. for the
benefit of creditors nor the film* g of petitions or the institution of any proceedm* gs
by the undersigned under the bankruptcy or sirmflar laws of the United States or
■
any state, and there are currently, to the knowledge of the undersigned, no such
petitions or proceedings pending or threatened against the undersigned.
16. Capitalized terms used 'in this Estoppel Certificate and not otherMse defined shall
have the same
rngs as assigned to those terms M •'
Lease.n the
[Signature to appear on next page]
IN WITNESS WHEREOF, the undersigned is duly authorized and has caused this Estoppel
Certificate to be executed as a sealed instrument on this day of 20 0
[LANDLORD/TENANT]
[INSERT NOTARY BLOCK]
A021561 I . I
ra
EXHIBIT A
Cop f Lease
(to be attached)
A-MENDMEN-ILI.,
WATER AND WASTEWATER CONNECTION
FARM LEASE
Pursuant to the vote of the Board of Selectmen of October 19,2015,the following amendment is made to the Farm
Lease dated January 1,2014 between the Town of Lexington,Massachusetts,acting though its Town,Manager or
designee,(Landlord)and I.,exington Community Farm,Coalition, Inc(Tenant).
Notwithstanding Article TV43TI LIT IES of the lease,the Landlord will provide water service connection up
to and including installation of the water meter to the farm stand building, and wastewater connection,to within six
(6) feet of the farm stand building, at no additional cost to the Tenant. The Tenantvxirill be responsible for installation
of water service connection from the meter.The Tenant will be responsible for all use charges.The Tenant indemnifies
the Landlord from any claims arising during the construction and installation of these water and, wastewater
connections to the farm stand building,
LEXINGTON COMMUNITY FARM COALITION
By.
Name: Ali,"
Title: P4441
TOWN OF LEXINGTON
Name- Carl Valente
Title: Town Manager
WATERAND WASTEWATER CONNECTION
FARM LEASE
Pursuant to the vote of the Board of Selectmen oft:ctober 19,2015,the following amendment is made to the Farm
Lease dated January 1, 2014 between the Town,of Lexington,Massachusetts,acting though,its Town Manager or
designee, (Landlord)and Lexington Community-Farm Coalition, Inc (Tenant').
Notwithstanding Article TV-LJTILITIES of the lease, the Landlord wi.11 provide water service connection up
to and including installation of the water meter to the farm stand building, and wastewater connection,to within six
(6)feet of the farm stand building,at no additional cost to the Tenant.The Tenant will be responsible for installation
of water service connection,from the meter.The"renant xA41.1 be responsible for all use charges.The Tenant indemnifies
the Landlord ftorn. any claims arising during the construction and installation of these water and wastewater
connections to the farm stand building.
LEXINGTON COMMUNITY FARM COALITION
By.
Name: C11
Title:
TOWN OF LEXINGTON'
By:
Name: Carl, Valente
Title: Town Manager
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Lexington Community Farm
Operational/Site Plan
Lexington Community Farm Coalition, Inc. (LexFarm) will operate LexFarm according to
the plan described herein, which will be reviewed annually by the Assistant Town
Manager. In accordance with Article V Section 5.2(n) of the Lease, LexFarm will submit
a proposed revised Operational and Site Plan to the Assistant Town Manager no later
than January 15th of each calendar year for review and/or modification and approval by
the Assistant Town Manager by February 15th of the following year unless the parties
agree otherwise.
I. Hours of Operation
Field Operation
The fields will be operational year-round during daylight hours.
Farm Stand
Hours: The farm stand will be open up to seven days a week, from April through December no
earlier than 9 am and no later than 7:3 0 pm.
Cape Ann Fresh Catch distributes a fish CSA from the farm stand porch roughly 4- 6 :30p
Wednesday evenings,year-round.
Brite Harvest Farm distributes hydroponic greens CSA from the farm stand porch 4—7 pm,
Wednesdays, January through May and November through December.
From time-to-time,the farm stand will be open to facilitate a pop-up ; some will include
local vendors who sell food products at the farm store.
2023 Farm Stand schedule is anticipated to be open as follows:
May through December,Wed through Fri 2 pm- 7 pm Sat 9 am-2 pm.And, occasionally, on
Sun 9 am- 3 pm for the seedling sale and other farm events.
Retail seedlings will be available for self-serve in April through October..
Occasionally,the farm stand will remain open until 8 pm to support events.
Lexington Community Farm Coalition, Inc.
P.O. Box 554—Lexington, MA 02420—www.lexfarm.org
1/15/21
Page 2
For permanent changes to hours of operation, LexFarm will provide 20 days notice to the Town
Manager for review by the Assistant Town Manager.
We will follow Massachusetts and Lexington Covid-19 safety regulations as well as MDAR
recommendations for our farming and retail operations, if they should return.
Deliveries and Pickup
Any deliveries or pickups will be scheduled for between 7 am and 6 pm.
Pick-Your-Own
Pick-Your-Own will be during normal operational hours.
Education and Events
Hours: The farm will be open up to seven days a week, from March through December no earlier
than 9 am and no later than 7:30 pm. Educators will conduct classes on weekdays and
occasionally on weekends from March through December. Our volunteer program will run
weekdays and Saturdays.
LexFarm will also hold several events (picnic, concert, film) on the farm for community members
in the evenings, 6:00-7:30 pm, and up to four weekend programs within the hours listed above.
The farmstand will be open until 8pm on event evenings.
For other one-time events,the fields and farm stand may be open until 8 pm,pursuant to 7-day
notice to the Town Manager or until 9 pm pursuant to 20-day notice to the Town Manager.
II. Products for Sale
Farm-related Products
The farm stand is open for customers to purchase produce grown on the community farm,
provide a"store front" for pick-your-own vegetables, and possibly stock Dennis Busa's
popular corn, grown at the Waltham St. Fields conservation property in Lexington. We will
offer additional local agricultural products such as: locally produced vegetable seedlings and
bedding plants, vegetables, flowers, fruits,honey, maple and apple syrups,prepared foods,
meat, and dairy products in the farm stand . We also plan to continue the Cape Ann Fresh
Catch seafood share that currently uses the site as a pickup location year round.
Lex Farm will adhere to the Food Protection Program Policies, Procedures and Guidelines
issued by the Massachusetts Department of Public Health for Farmers Markets for all
farm-related products. This includes obtaining a Retail Food Permit for the sale of processed
foods. LexFarm is exempt from the regulations outlined in the Food Safety Modernization
Act based on our annual income,but staff have been trained in food safety according to the
new guidelines.
Lexington Community Farm Coalition, Inc.
P.O. Box 554—Lexington, MA 02420— www.lexfarm.or 1/15/23
Page 3
Non-farm related Products
We will offer organic garden supplies and tools, educational materials to assist and encourage
sustainable food production among home gardeners and residents with community garden
plots, and local artisan products. We also plan to use a small portion of the farm stand as a
storefront for LexFarm-branded products such as t-shirts, hats, tote bags and other non-food
items to support our nonprofit 501(c)(3) organization.
III. Farming Practices
LexFarm employs two year-round farm managers to oversee the operation at Lexington
Community Farm using organic practices in compliance with the USDA's National Organic
Program.
The Organic Materials Review Institute (OMRI)provides lists of products that are approved
for use on organic farms. The following list by name of pesticides indicates which are either
100% organic or approved for use in organic operations, and which are specifically not
permitted for use as a pesticide in the United States.Any pesticides used on Lexington
Community Farm will be from this list and either 100% organic or approved for use in
organic production in the United States.
-
Anticipated crops to be cultivated
Community Farms Outreach provided an assessment of the soil at LexFarm based on their
experience in 2014. The assessment conveyed that there was a prevalence of poor soil
structure and soil-borne plant diseases and a need for measures, such as cover cropping, to
rest the soil and boost soil health. Based on this assessment, LexFarm's Farm Manager
carefully managed production on about half of the arable land at LexFarm in 2015.
In 2016, the farm manager brought additional land into production and continued to actively
manage the remaining acreage using cover cropping and soil amendments.
In 2017, we increased the amount of land that we put in production. We planted roughly 4
acres in vegetables with the remaining 1 farmable acre in cover crop. The remaining acreage
is occupied by farm roads, field edges, and structures.
In 2018, we planted roughly 4 acres. After targeted improvements, amendments, and cover
cropping techniques, nutrient levels, pH, organic matter, and infiltration rate indicate
increases in soil health. We have successfully addressed many of the original issues observed
on the site.
In 2019, we continued to plant around 4.5 acres of tillable land, as well as planting 2 acres of
cover crop which will overwinter into 2020. In 2020 we planted 4.5 tillable acres, and 2 acres
of cover crop. We also started incorporating no-till techniques into some of our fields, which
we expanded in 2021.Also in 2021, we experienced significant flooding of the fields directly
behind the newly constructed Farm View housing along Lowell St.As a result, we were
unable to plant in that field which is roughly a quarter acre.
Lexington Community Farm Coalition, Inc.
P.O. Box 554—Lexington, MA 02420— www.lexfarm.or 1/15/23
Page 4
In 2022 we expanded no till practices to nearly 3.5 acres of land by using tarps to kill off
weeds and using compost and hay as mulches to suppress weed growth. We committed to
reducing single use plastics and reduced the amount of plastic mulch to only be used on .3 of
an acre in our onion planting. Despite a severe drought in 2022, our no-till fields were able to
hold onto water for longer than our tilled fields. We have seen that our no-till fields are more
resilient to the effects of climate change.
We are consistently evaluating crop yields, soil chemistry, and the Farm Managers'
observations to create a set of recommendations and a plan to continue farming in a way that
is environmentally responsible for the long-term benefit of the fields and surrounding
ecological resources.
We are currently developing our plans for implementation in 2023 and beyond. Our 2023
plan will continue to use low-till techniques as much as possible. These farming practices
will increase our yields, reduce weed pressure and improve soil health. We will plant roughly
4 acres in 2023.
In 2023, LexFarm plans to grow organic vegetables, vegetable starts, flowers, flower starts,
and bedding plants. We also produce small quantities of berries and small fruits for
Pick-Your-Own and educational purposes. We are also exploring planting more perennial
fruits and vegetables like blackberries, asparagus, and grapes in 2023.
Small quantities of livestock of an appropriate scale for the site and the town, including
chickens and goats, may also be integrated into the production plan in later years. There are
currently two hives on the farm managed by an outside beekeeper. In 2023, we intend to
increase the number of hives,possibly up to 10 in total.
If and when LexFarm plans to incorporate any livestock into its operations, including
chickens, 30-day notification will be provided to the Town Manager.
Composting Plan
We have an aerobic compost pile on the farm that we use to conserve nutrients produced on
the farm, lower the risk of nitrogen pollution of ground and surface water by stabilizing it in
an organic form, and to eliminate organic waste going into our dumpster.
Most crop residues will be composted in the field by leaving them to decompose in pathways.
However, harvested crops that are not appropriate for donation to food pantries, along with
other organic waste products such as food, leaves, straw, or organic landscape materials
diverted from waste will be made into aerobic compost on the farm site.
Practices to minimize or eliminate the use of any synthetic pesticides, herbicides, and
fertilizers
We have been farming using organic management practices since 2014 at Lexington
Community Farm. In Spring 2017, LexFarm earned USDA organic certification and will
continue to use the guidelines outlined by the National Organic Program as a basis for farm
practices. In addition to adhering to the guidelines, LexFarm will continue to find innovative
ways to farm using environmentally regenerative techniques above and beyond the practices
mandated through organic certification.
Lexington Community Farm Coalition, Inc.
P.O. Box 554—Lexington, MA 02420— www.lexfarm.or 1/15/23
Page 5
Guidelines can be found in the USDA's National Organic Program Handbook.
httz-)s://www ayes.usda.gov/rules-regulations/oz�aanic/handbook
Practices to prevent soil erosion,promote the soil health and the accumulation of
organic matter
We have been farming using organic management practices since 2014, which has greatly
improved soil health and increased organic matter through cover cropping, the addition of
compost, and reducing tillage appropriately over time through the use of mulches and
long-term weed management. We cover-crop all land not in active cropping, which also
reduces erosion.
Storage plan for fertilizers, pesticides and herbicides
Lexington Community Farm will use only organic practices. LexFarm will use only OMRI
listed products. Controversial, ecologically harmful products and products linked to
public health concerns such as Glyphosate (Round-Up), neonicotinoids, methyl bromide,
and methyl iodide are not OMRI listed products and will not be used on the farm.
Any organic pesticides will be stored in a locked,water-tight, container clearly labeled as
pesticide storage.Appropriate Worker Protection Standards (WPS) signage, training and
personal protective equipment will be available for workers. The pesticide application
records will be displayed on the employee corkboard.
Granular organic fertilizers will be stored on wooden pallets and covered with heavy duty
plastic to avoid runoff. Liquid organic fertilizers will be stored in their original containers in
an enclosed space. Fire extinguishers will be available in the fertilizer storage room at all
times and the storage area will not have a drain or other access to a water supply.All organic
fertilizers, liquid and granular, as well as organic pesticides are tracked as they are used in the
fields.
Fencing
We notified the Town that we set up and operated a low-voltage electric fence to keep deer
from decimating crops in unfenced fields on the property in Spring 2018. The fence was
effective and we had no issues to report. The fences do not pose a serious risk of injury to
visitors to the property due to their low charge. Additionally, we only turn on the fence from
dusk to dawn and it is not electrified during daylight hours. We plan to use the fence again in
2023 on an as-needed basis. Signs are posted on all side to clearly mark the fence:
WARNING
ELECTRIC FENCE
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Lexington Community Farm Coalition, Inc.
P.O. Box 554—Lexington, MA 02420— www.lexfarm.or 1/15/23
Page 6
IV. Building Improvements
Building Improvements
Lexington Community Farm plans to continue the current use of the existing farm stand
structure, pump house, greenhouse, hoop houses, and parking area. LexFarm has a property
committee that maintains existing structures and parking facilities, as well as makes
recommendations for new amenities and non-permanent structures. Changes beyond those
that are described in the following sections will be pursuant to 30-day notification to the
Town Manager.
Glass Greenhouse
In 2019, LexFarm hired a glass greenhouse specialist to repair all of the broken panes of
glass. The farmers grow greens, tomatoes, etc. in this greenhouse in the spring and fall to
extend our early summer and fall CSA offerings.
New Structures
Hoop House 2
In 2022, we built a second hoop house on the farm. We will be using the space to extend the
shoulder seasons of farming in the Spring and Fall, and to grow cucumbers and tomatoes in
the Summer months. This hoop house was pre-approved for construction by the Town
Manager on April 19, 2022.
Outdoor Walk-In Cooler
In 2022, we assembled an outdoor walk-in cooler in back of the farm stand. This walk-in
cooler was pre-approved for construction by the Town Manager on April 19, 2022. The Town
issued a building permit for construction of the concrete pad under the cooler on June 17,
2022.A certificate of occupancy was issued on October 4, 2022. This space will allow us to
store more vegetables and fruits in the Summer and Fall months.
Education Programs
Educational programs and associated public gatherings require some protection from the
elements.A place to gather and sit in the shade or out of the rain will be essential. For this
reason, we are investigating possible locations to construct an enclosed, roofed structure to
provide additional space for programs in an area easily accessible to the public.
Any improvements or new structures will be pursuant to 20-day notification to the Town
Manager. We will apply for a building permit for all such improvements or alterations that
require a building permit.
Emergency repairs may be submitted to the Town Manager for approval without 20-day
notification.
Lexington Community Farm Coalition, Inc.
P.O. Box 554—Lexington, MA 02420— www.lexfarm.or 1/15/23
Page 7
Utilities
Public water and sewer were brought to the property in late 2015. There is a well that is
sufficient for irrigation and for washing produce. The sewer is not yet connected to any
infrastructure and"Porta Potties" are the primary bathroom facilities maintained on site.In
2016, LexFarm engaged an architect to scope the installment of a restroom in the corner of
the wash house.As of 2023, this project is on hold.
In 2016, in conjunction with the exploration of bathrooms, LexFarm installed two water
meters, one for water and sewer and one for only water, which is connected to an outside
spigot to water seedlings and provide potable drinking water for staff and visitors.
LexFarm replaced the oil tanks and lines in 2016, fulfilling our lease requirements.
The oil tanks and supply lines will be maintained in accordance with the existing lease.
LexFarm shall notify the Town of any proposed locations of any sanitary facility,portable or
permanent.
Learning Garden
LexFarm raked and leveled property west of the existing glass greenhouse, spread wood
chips, and constructed four(4)raised beds to be used as a space for educational
programming. In 2020,property committee volunteers added 8 additional raised beds to
support our educational programming.
V. Locations of Parking, Drives and Walkways
Parking
The public will park exclusively in the existing parking area. Farm staff will park either in the
lot or in designated areas adjacent to the farm stand and greenhouse. Motorized farm vehicles
will be stored in appropriate designated areas near the existing structures. Non-farm vehicles
will not be parked in the parking lot overnight. The parking area was striped in 2016, in
accordance with Town by-laws.
Farm Access
Visitors are invited to visit the farm from several access points. Parking is available during
daylight hours in our parking lot.Access can be made on-foot via the Arlington Reservoir.
LexFarm will plow the parking lot within 48 hours (Monday-Friday) of a large snow storm.
LexFarm will also plow the rotunda at the back of the farm on an occasional basis as needed
for the greenhouse operation,property maintenance, and on-farm projects. In 2023, there will
be a short lapse in plowing from February 23rd to March 1 st, if there is a snow event during
this time the parking lot will be plowed on March 2nd.
Lexington Community Farm Coalition, Inc.
P.O. Box 554—Lexington, MA 02420— www.lexfarm.or 1/15/23
Page 8
Walking Paths
With the exception of the Farm Access described above,the existing pathways on the farm
property will be preserved to allow movement of farm vehicles and safe pedestrian passage
through the farm. We plan to design improvements to walking paths, taking into
consideration planned educational and gathering spaces for the public. In 2021, a connecting
path between the Arlington Reservoir path and LexFarm property was constructed by the
Town of Arlington with cooperation from the Lexington Town Manager's office and the
Conservation Office.
This access point connects the farm's pathways with the ACROSS Lexington trail system,
thus integrating the farm into the Town's efforts to promote foot and bicycle transportation.
Additional recreational elements and assistive accommodations may be added over time.
No dogs, even those on leash, will be allowed on any farm property, including the
non-growable areas. In the future, this policy will be reevaluated when walking paths have
been established.
Note: Trail improvements will not include introducing any new material such as gravel or
crushed stone on the path so as to protect the farmland and nearby conservation land.
Lexington Community Farm's pathways will be open to the neighborhood and the general
public during regular farming hours. However, we also recognize that the entry points to the
farm and the pathways are directly adjacent to private homes. The farm itself is in the middle
of a suburban neighborhood. We have posted the following signage and instructions to the
public at entry points to the farm and pathways to protect the production fields as well as the
abutting neighbors' sense of security.
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..,...........
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Welcomep i !
This farm is managed by the icon-Profft t.exington Community Form Coo itr°onPlease!
on land leased from the Town of Lexington, f
I
We welcome you to enjoy the farm from dawn to dusk, Ago&AM
but please respect the following rules: EEP D0%Xa
*No drags are allowed beyond this point., U
(Due to the new FaacsrJ Safety and tJlndnrrsi:rttiraE't Act)
m Please walk only on the farm roads,
and do not enter the fidds or hac.rildt qgs.
FF FARM
a please do,not touch or climb on the farm tractors
or machinery.Equifrmetit carl n iove,ever when
n'nac.roes are turned d a f[Plc d e\(V ffi lr tFcnar°clrlldr 1, (Due to the new Food Safety
m Mind Neasedu f touch the hoses,srrih Iders, and Modemization Act)
or err'ni:;atlnan lanes,f'f¢.Qs.ae uF.,ppcc:t our rYcwit;E[Waaai
I ' I b'rty.
tr�d<;ate�rca 7c.
oll
*No smoking is permitted on the farm,
r Y
r:
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'1/ �//J�//1/r/fr,/o,a✓/r/✓/r r�,,� r,,.,,��r oil../.� , ,fir
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Lexington Community Farm Coalition, Inc.
P.O. Box 554—Lexington, MA 02420— www.lexfarm.or 1/15/23
Page 9
VI. Safety and Security
Securing Property
The farm buildings are closed during non-business hours. Hazardous materials (e.g., fuel oil)
and office equipment will be kept inside or in locked cabinets. Mechanized equipment will be
immobilized and keys stored in a secure location. Large tractor-drawn implements will be
stored on a level surface in a stable position.
Access to the farmstand during non-business hours for public safety personnel will be
provided by sharing a code for the lock box, located on the rear of the farmstand with the
town emergency department.
Lighting
Lexington Community Farm will rely on existing lighting for the interior of the farm stand
and other structures. Outdoor lighting will be the minimum required for parking and public
safety in the parking area during non-daylight hours of operation.
Any change to lighting will be pursuant to 20-day prior notification to the Town.
Entrance and Parking
The current parking area is directly adjacent to the busy Lowell Street. When we host large
events, we notify the community and the police department, and we have a person monitoring
traffic in and out of the parking lot.
Any changes in the parking lot will be pursuant to 20-day prior notification to the Town.
VII. Abutter and Neighbor Concerns
Motorized farm equipment
We plan to use a variety of appropriately-sized motorized farm equipment on the site,
including but not limited to tractors, tillage equipment, trucks, cultivation equipment,
irrigation pumps, tractor-operated sprayers, mowers, greenhouse fans and blowers, and weed
whackers.
Hours of operation of mechanical equipment
Hours of mechanical equipment operation will be limited to between 6:30 AM and 7 PM,
with the exception of greenhouse fans and blowers, outdoor walk-in cooler, and irrigation
needed for frost control or crop protection during droughts. We recognize that the farm is in
the middle of a residential neighborhood and will make every effort to ensure that noise does
not reach a level that could be considered excessive or unwarranted as described in the
Town's Noise Control by-law, Exemption §80-5 (farming) notwithstanding.
Lexington Community Farm Coalition, Inc.
P.O. Box 554—Lexington, MA 02420— www.lexfarm.or 1/15/23
Page 10
Visual barriers
Lexington Community Farm will maintain visual barriers for all trash cans and compost
piles. We will ensure that all compost piles are well-managed so that they do not smell or
attract flies or other vermin. We will generally ensure that the farm is maintained in a neat,
orderly and aesthetically pleasing manner.
Communication
We will make clear to the neighbors that we have an open-door policy for conversations
about any farming practices.Any complaints directed to the Town Manager's office will first
be directed to the Assistant Town Manager. The Assistant Town Manager may then contact
LexFarm, if necessary.
Lexington Community Farm Coalition, Inc.
P.O. Box 554—Lexington, MA 02420— www.lexfarm.or 1/15/23
AGENDA ITEM SUMMARY
LEXINGTON SELECT BOARD MEETING
AGENDA ITEM TITLE:
Presentation- Proposed Street Art Pilot Project
PRESENTER: ITEM
NUMBER:
Kristen Stefljes 1.4
SUMMARY:
Category: Informing
SUGGESTED MOTION:
FOLLOW-UP:
DATE AND APPROXIMATE TIME ON AGENDA:
2/6/2023 7:35pm
ATTACHMENTS:
Description Type
F) Merrj(..) I Icenda,l]street Backup Material
F) ((..)ffitnu n ity A.rt Pi lo t p r(..)g s iiii ffirria ry lkackup Material
F) (A)rru-nunity Art Pilot Program presentation Presentation
TOWN OF LEXINGTON
TRA NspoR TA TION SA FE TY GR O UP
uN b 1625 Massachusetts Avenue Contact:
� f Lexington, Massachusetts 02420 Sheila Page
781-698-4560 Assistant Planning Director
� https://www-Iexingtonma.gov/transportation-safety-group sp age @lexingtonma.gov
Date: January 31, 2023
To: Jim Malloy; Town Manager
Cc: Kim Katzenback, Executive Clerk Select Board
John Livsey, Town Engineer
Carol Kowalski, Assistant Town Manager for Land Use Health and Development
Chief Mike McLean, Police
Fr: Transportation Safety Group - Sheila Page, Assistant Planning Director
RE: Street Art Proposed Pilot Project *Kendall and Farmcrest intersection
Action Requested: Are the Select Board willing to allow a pilot street art program at the
Farmcrest/Kendall intersection. Do you agree with the suggested process and criteria?
Last spring a group of neighbors, led by Kristen Stelljes, approached TSG to inquire how their
neighborhood could install street art at the Kendall and Farmcrest neighborhood. Ms. Stelljes
with the expertise of Neighborways— an urban planning firm and a proponent of community
building and traffic calming— explained successful street art installations in nearby
communities.
As you know TSG has staff from many disciplines and so there were a lot of opinions regarding
this request. While all agreed that it was a neat community building project, we were also
concerned of safety and concerned of how it will look and its longevity. Will drivers be
distracted and create a hazard? Would it make the roadway look messy? Would it help to calm
traffic? What happens if all neighborhoods want to install street art? What if it doesn't look nice?
How long will the art last? Despite some questions, TSG also felt that Lexington was interested
in trying something new.
Street art has been referred to as a way to calm traffic. While there is anecdotal evidence that this
is the case, the data is not clear. MassDOT does not regulate street art nor do they consider street
art to be a traffic calming device.
After careful debate TSG supports Ms. Stelljes request as a pilot project subject to the attached
suggested guidelines. Because the proposed location is not a community-wide focal point, it
seems this is an opportunity for a singular pilot project. TSG suggests the following process.
First, as the Road Commissioners, the Select Board must decide if they would allow this kind of
project in the town right-of-way. Second, if the Select Board approves the pilot concept, the
project proponents work within the attached suggested guidelines to develop exact location,
design and schedule. Third, at a public meeting the Select Board approves final design and
location. Fourth, the proponents install the street art per the proposed regulations. And finally, at
the one- and two-year mark TSG would complete a pilot evaluation.
Ms. Stellj es has asked if the Town would help fund the project or be a co-signer on a grant
application. TSG declined to be a co-signer because we want this pilot and a possible subsequent
program to be self sufficient with minimal staff administration.
Community Street Art Pilot Program
Suggested Guidelines
For pilot program - Art is painted in road shoulders and as curb extensions.
Town Provides: Community Provides:
• Engineering review of location/color • neighbor outreach
• Design review • design
• Street Closure Equipment • street sweeping/paint prep
• paint supplies including non-skid additive,
latex paint
• installation
• maintenance
• police detail, if needed
• road closure permit
Proposed location: Design Criteria:
Intersection of Kendall and Farmcrest. • Located in roadway shoulders; not entire
• Local low volume intersection
• Not on transit route • No words, letters, numbers, universally
• Less than 2,500 daily cars for recognized symbols, or logos.
intersections • No colors or shapes that mimic traffic
• Less than 2,000 daily cars for mid- control.
block intersections • Installation must be completed in one da
Implementation Process
✓ Applicant submits location/design/colors for Engine ering/Po lice/T S G Review
✓ Collect petition of support from direct abutters
✓ Applicant notifies roadway abutters of Kendall and Farmcrest of the project and the
Select Board meeting.
✓ Final design and road use permit approved by Select Board at public meeting
✓ Notification of paint day/road closure to abutters. Upper Farmcrest will be most
impacted.
✓ All day road closure for implementation
Pilot Evaluation
• Review of paint day - completed in one day?
• Comparison of before and after traffic counts
• Incident/accidents/complaints
• Complements
• How long did paint last?
• Does the group want to repaint?
• Do the neighbors support the project again?
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AGENDA ITEM SUMMARY
LEXINGTON SELECT BOARD MEETING
AGENDA ITEM TITLE:
2023 Annual Town Meeting
PRESENTER: ITEM
Magg ie Peard, Sustainability Off.; NUMBER:
Gerry Paul, Tree Comm.; Vicki Blier 1.5
& Pat Costello, Tax Def Comm.
SUMMARY:
Category: Informing
SUGGESTED MOTION:
FOLLOW-UP:
DATE AND APPROXIMATE TIME ON AGENDA:
2/6/2023 7:55pm
ATTACHMENTS:
Description Type
F) Aft 3 car�y lecture rnotion Backup V11atefial
F) A.Y11 6 tax.defi.,rral rriotion. Backup Materical
F) Axticle 6"I'ax.Defierral Presentlation Presentation
F) Art,2.4 eas enients n,K),tion. 11,,ickup Material
F) Art.26 V11"Unicipal stretch.code ri'lotion Ba,(.,,kup Material
F) Art,26 1V11"unkJj,'.-)al streAch code surnry-.kiry Backup Material
F) Aft 26 Municipal stretch co(Je presentation Presentation
F) A.rt 28'Tree bylaw look back ril)-tion. 1.1ackul-.)Material
Axt 28 tree look back slides Presentation.
F) Aft 29 ti.-ee cornmittee cornpositlion.motion. 13ackup VIlaterial
D Art 29 tre�e conlimittee composition.slide 5, fresentation
F) Art 30 hurnane bylaw correction.rnotion R,,i,ckuj,,.-)Material
F) Arl,33 DR.A F1"I'm(,..)tion Ibr SPRI)posted on A'"I'M webpage 1.1u.,1up Material
F) I Jst.of'Topics included in 2022,A"I'M Report to Town.Meeting and Y2022, I3<,i.ckuj,,.-)Material
A.n.n.ual"I'own.IZej,,)ort
F) Select 1-k.)ard WOrkin.g I)ocufnetlt N)s it io n.s 2(..)2.,3 AT IC Back VIlaterial
F) I eAter to DO[�',R(VI Sandeen) Cbeer Meirice
Town of Lexington
Motion
2023 Annual Town Meeting
ARTICLE 3 APPOINTMENTS TO CARY LECTURE SERIES
MOTION: That the Moderator appoint a committee of four to have the charge of the lectures under the
wills of Eliza Cary Farnham and Suzanna E. Cary for the current year.
(01/24/2023)
1
Town of Lexington
Motion
2023 Annual Town Meeting
ARTICLE 6 ESTABLISH QUALIFICATIONS FOR TAX DEFERRALS
MOTION: a) That the maximum qualifying gross receipts amount for property tax deferrals under
Clause 41A of Section 5 of Chapter 59 of the Massachusetts General Laws and Chapter 190
of the Acts of 2008 be raised to $96,000, beginning in fiscal year 2024;
b) That beginning in fiscal year 2025 the maximum qualifying gross receipts amount for
property tax deferrals under Clause 41A of Section 5 of Chapter 59 of the Massachusetts
General Laws and Chapter 190 of the Acts of 2008, shall be equal to the qualifying income
limit in effect for the Massachusetts Senior Circuit Breaker Tax Credit, for married couples
filing a joint tax return, for the most recent income tax year.
(02/01/2023)
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Town of Lexington
Motion
2023 Annual Town Meeting
ARTICLE 24 SELECT BOARD TO ACCEPT EASEMENTS
MOTION: That, until July 1, 2024, the Select Board be authorized to acquire on behalf of the Town
easements for the following purposes: roads, sidewalks, vehicular, bicycle or pedestrian
access or passage, water, drainage and other utilities, where such easements are acquired at
no cost to the Town; and are required pursuant to a land use permit, site plan review, or
memorandum of understanding.
(01/24/2023)
1
Town of Lexington
Motion
2023 Annual Town Meeting
ARTICLE 26 AMEND THE GENERAL BYLAWS—MUNICIPAL OPT-IN
SPECIALIZED STRETCH ENERGY CODE
MOTION:
That the Town replace Chapter 115 of the Code of the Town of Lexington entitled "Stretch
Energy Code"with the "Specialized Energy Code"pursuant to the entirety of 225 CMR 22 and
23, including Appendices RC and CC, and future editions, amendments or modifications in
substantially the form below:
Chapter 115: SPECIALIZED ENERGY CODE
115-1 Purpose
The purpose of the Specialized Energy Code at 225 CMR 22.00 and 23.00, including
Appendices RC and CC, is to provide a more energy efficient and low greenhouse gas emissions
alternative to the Stretch Energy Code or the baseline Massachusetts Energy Code, applicable to
the relevant sections of the building code for both new construction and existing buildings.
115-2 Definitions
Effective Date—January 1, 2024.
International Energy Conservation Code (IECC) —The International Energy Conservation
Code (IECC), a building energy code created by the International Code Council. The baseline
energy conservation requirements of the MA State Building Code are the IECC with
Massachusetts amendments, as approved by the Board of Building Regulations and Standards
and published in state regulations as part of 780 CMR.
Specialized Energy Code—The energy code codified by the entirety of 225 CMR 22 and 23
including Appendices RC and CC, including the residential and commercial appendices added to
the Massachusetts Stretch Energy Code, based on amendments to the respective net-zero
appendices of the IECC to incorporate the energy efficiency of the Stretch Energy Code.
Stretch Energy Code— The energy code codified by the combination of 225 CMR 22 and 23
not including Appendices RC and CC,
115-3 Specialized Energy Code
The Specialized Energy Code is herein incorporated by reference and shall apply to residential
and commercial buildings in the Town of Lexington after the Effective Date.
The Specialized Code is enforceable by the Building Commissioner.
01/25/2023
Summary of Proposed New 225 CMR 22.00 and 23.00 (Updated September 22, 2022)
2023 Stretch Energy Code Update and Municipal Opt-in Specialized Code
1. Background
The Stretch energy code (Stretch Code)regulations have since 2009 been published in MA
780CMR chapters 115.aa and previously 780 CMR 1 l0.aa under the jurisdiction of the Board of
Building Regulations and Standards. The climate act of 2021 moved the authority for the Stretch
Code promulgation to the Department of Energy Resources (DOER) and at the same time
required the development of a new Municipal Opt-in Specialized energy code (Specialized
Code). These appear as new regulations in 225 CMR 22.00 and 225 CMR 23.00.
• CMR 22.00 covers Residential low-rise construction and
• CMR 23.00 covers Commercial and all other construction (including most multi-family).
This document provides an overview and explanation of these draft regulations. In the following
sections, this document summarizes:
• Section 1: Background and Timeline.
• Section 2: Structure.
• Section 3: Stretch Code. The modifications to the Base Energy Code that form the
Stretch Code amendments in Residential Low Rise (Section 3.A) and Commercial and all
other buildings (Section 3.B).
• Section 4: Specialized Opt-in Code. The modifications to the Stretch Code that form the
Specialized Code appendices in Residential Low Rise (Section 4.C) Commercial and all
other buildings (Section 4.D).
1.1 Timeline for Stretch and Specialized Code adoption
The Stretch code has been available since late 2009 and has already been widely adopted by
cities and towns in Massachusetts. As a result, the update to the Stretch code will not require an
additional bylaw vote in those existing Stretch code municipalities, some of whom are on their
3rd update already. The Specialized code is a new option and is adopted as a municipal opt-in
code similar to the Stretch code process. Cities and towns seeking to adopt will require an active
vote by City council or Town meeting to opt-in to the Specialized Code.
1.2 Energy code options
The current energy code options in Massachusetts are as follows:
• Current Base Energy Code=IECC 2018 with MA amendments
• Current Stretch Code = IECC 2018 with MA amendments + Stretch Code amendments
Page I 1
The current Base Energy Code is being updated along with the rest of the BBRS regulated
building codes to a loth edition MA code that will be based on the International Code Council
(ICC) 2021 edition. Combined with the Stretch Code update and new Specialized Code
contained in DOER's proposed regulations, this results in a tiered set of 3 energy code options
for municipalities as follows:
• Updated Base Energy Code= IECC 2021 with MA amendments
• Updated Stretch Code =IECC 2021 with MA amendments + Stretch Code amendments
• Specialized Code= IECC 2021 with MA amendments+ Stretch Code amendments +
Specialized Code appendices
2. Structure
The updated Stretch Code as newly incorporated into DOER regulations (225 CMR) is divided
into 2 chapters, following the format of the IECC.
A. 225 CMR 22 - Residential Low-rise Construction Stretch Energy Code
B. 225 CMR 23 - Commercial (and all other) Construction Stretch Energy Code
The Specialized Code includes additional requirements that form an Appendix to each of the
chapters of the Stretch Code.
C. 225 CMR 22 Appendix RC—Residential Low-rise Construction Specialized Code
D. 225 CMR 23 Appendix CC—Commercial (and all other) Construction Specialized Code
Page 12
I Stretch Code Summary
A. 225 CMR Chapter 22: Residential Low-Rise Construction Stretch Code
Code Compliance Pathways
The current Base Energy Code for residential low-rise construction allows 3 different pathways
for code compliance. The current Stretch Code requires code compliance through 2 of those
pathways:
A l. Home Energy Rating Scores (HERS) index certification
A2. Passive house certification
The updated Stretch Code maintains these 2 pathways for compliance,but amends certain
requirements in the HERS (Section R406) and Passive house (Section R405)1 pathways.
Al. HERS Pathway (Section R406)
The updated Stretch Code lowers the maximum allowable HERS ratings to reflect improvements
in energy efficiency as shown in Table 1 below.
TABLE 1: CHANGES TO MAXIMUM HERS INDEX (SEE TABLE R406.5)
Maximum HERS Index score (before renewable energy credit)
Alterations, Additions
New construction and Change of use
Updated Updated Current Stretch Updated Current Stretch
On-site Clean
Stretch Stretch Code Code Stretch Code
Code July 1, (Same as Code
Energy base code)
)
Application
None (Fossil 52 55 52 65
fuels) 42
Solar 55 60 55 70
All-Electric 55 60 55 70
Solar&All- 45
58 65 58 75
Electric
1 Key sections of the Stretch Code and Specialized Code are referenced in parentheses based on their IECC section
number.For example:Updated HERS ratings(Section R406).
Page 13
As shown in Table 1, the current Stretch Code allows a 5-point higher HERS rating for homes
using heat pumps for space and water heating compared to homes using fossil fuels (natural gas,
propane or heating oil) for space heating.
The updated Stretch Code maintains differential HERS ratings, and after aphase-in period until
July 1, 2024 requiring HERS 45 for all-electric homes and HERS 42 for homes with any use of
fossil fuels (Section R406.5). The updated Stretch Code is simplified and emphasizes energy
efficiency and electrification by dropping the 5 HERS point credit for rooftop solar and 2 HERS
point credit for solar thermal in the current Stretch Code.
The updated Stretch Code also updates HERS requirements for alterations, additions and change
of use for existing homes. Additional detail on alterations, additions and change of use can be
found in AS below(Section R503.1.5).
A2. Passive House Pathway (Section R405)
Passive House certification is an optional code compliance pathway in the Base Energy Code
and the current Stretch Code. The current Base Energy Code and current Stretch Code allow
certification through the Passive House Institute US (Phius) Phius+ 2018 standard or the Passive
House International (PHI) standard. The updated Base Energy Code and updated Stretch Code
will align with the most recent Phius standards, allowing the Phius CORE 2021 standard
(efficiency) or the Phius ZERO 2021 standard(efficiency and renewables). The PHI standard
remains unchanged as an option.
New Residential Stretch Code Requirements
A3. Energy or heat recovery ventilation (Section R403.6.1)
The updated Stretch Code adds ventilation requirements through either heat recovery or energy
recovery to the HERS Pathway. There is no change to the Passive house Pathway because heat
or energy recovery is already required.
A4. Wiring for Electric Vehicle (EV) charging (Section R404.4)
The proposed updated Base Energy Code requires at least 1 space per home or a minimum of
10% of spaces in a new multi-family parking lot be provided with electric wiring to allow for
future EV charging. The updated Stretch Code requires the same 1 space per home and increases
the requirement to a minimum of 20% of spaces in a new multi-family parking lot.
A5. Existing buildings: Alterations,Additions and Changes of use (Section R503.1.5)
The updated Stretch Code clarifies when alterations to existing homes trigger compliance with
different requirements. The requirements are as follows:
• Additions over 1,000 square feet (sf) must follow the HERS Pathway and meet the HERS
requirements for Additions in Table 1 above. Additions under 1,000 square feet will
continue to follow Base Energy Code.
Page 14
• Additions that exceed 100% of the conditioned floor area of the existing dwelling unit
(ie. more than double the size of the house) must follow the HERS Pathway and meet the
HERS requirements for Additions in Table 1 above.
• Level 3 Alterations (over 50% of the home is renovated and reconfigured) as defined in
the International Existing Building Code (IEBC 2021) must meet the HERS requirements
in Table 1 above. Level 1 and Level 2 alterations will continue to follow the Base Energy
Code.
B. 225 CMR chapter 23: Commercial (all other) Stretch Code amendments
Code Compliance Pathways
The current Base Code for commercial construction has multiple code compliance pathways
from the IECC as well as the ASHRAE 90.1 standard. The current Stretch Code requires a 10%
improvement over the ASHRAE 90.1 Appendix G pathway for buildings over I00,000-sf(limit
is 40,000-sf for labs, hospitals, supermarkets, refrigerated warehouses and data centers)but
allows smaller commercial buildings to choose from the other Base Code IECC pathways.
The updated Stretch Code includes 5 code pathways for new construction. These new
requirements will go into effect on the following schedule:
1. All non-residential commercial buildings: any building applying for permit on or after
July 1, 2023 subject to updated stretch code provisions
2. Multi-family commercial buildings follow schedule below:
Updated Stretch Updated Stretch
Code July 1, 2023 Code Beginning
through June 30, July 1, 2024
2024
Targeted Optional Optional
Performance
HERS Optional HERS 52/55 Optional HERS 42/45
Passive House Optional Optional
Relative Performance Optional Not allowed
Allowable use of each pathway is based on the type of building, with 4 major categories of
buildings:
B1. TEDI Pathway: Offices, residential, and schools over 20,000-sf are required to use a new
Thermal Energy Demand Intensity (TEDI) Pathway. The updated Stretch Code sets forth
specific TEDI limits by building type. This uses the same energy software tools as the current
ASHRAE 90.1 Appendix G pathway but with significantly more focus on heating, cooling and
the building envelope. Building uses adjacent to office and residential use, such as post offices,
town hall, and other similar buildings are also covered under this pathway.
Page 15
B2. 10% better than ASHRAE Appendix G: High ventilation buildings such as labs and
hospitals can continue to use a 10%better than ASHRAE appendix G pathway or opt to use the
TEDI pathway. Multi-family buildings may follow the ASHRAE appendix G pathway until July
1, 2024. The updated Base Code and updated Stretch Code change the underlying ASHRAE
standard 90.1 to the more recent 2019 edition.
B3. Prescriptive pathway: Small commercial buildings (any building use except multi-family)
under 20,000-sf will be able to continue to comply through an updated prescriptive pathway, or
can opt to use the TEDI pathway. The prescriptive pathway is being updated in the Base Energy
Code, and the updated Stretch Code includes additional amendments to improve efficiency
beyond Base Energy Code for small buildings.
B4. HERS and Passive House: Multi-family buildings larger than those covered by the
residential low-rise code can choose between HERS and Passive House pathways that contain
the same energy efficiency requirements as the updated Residential low-rise Stretch Code. The
Passive House certification options remain available as an option for all building types.
Mixed-use buildings can use a combination of code pathways as appropriate for different
portions of the building, or choose a whole-building approach through the TEDI or Passive
House pathways.
Additional Commercial energy efficiency requirements:
B5. Efficient electrification (Section C401.4)
The updated Stretch Code mandates partial electrification of space heating for highly ventilated
buildings which follow the ASHRAE Appendix G compliance pathway. The updated Stretch
Code mandates full electrification of space heating for buildings not following the ASHRAE
pathway which choose to utilize the less stringent curtainwall envelope UA2 performance option
(See B6 below).
B6. Mandatory envelope "Area-weighted U value (Section C402.1.5) (btu/hr-sf-F) of an
envelope section
The proposed Base Code and updated Stretch Code updates and simplifies the existing
mandatory envelope UA provisions that are currently in the MA Base Code and Stretch Code.
Mandatory area-weighted U value provisions replace UA provisions and are simplified and
strengthened compared to existing provisions for all buildings not using curtain wall. Mandatory
area-weighted U value provisions remain at the same stringency as existing provisions for
curtain wall buildings. However, buildings which opt for the curtainwall U value limit are
required to have full efficient electrification of space heating (see B5 above).
2 `Area-weighted U value' designates the average effective insulation level measured by the `U' value across an
exterior area`A' of multiple elements(walls,windows,doors,etc).
Page 16
B7. Air leakage (Section C402.5)
The updated Stretch Code strengthens the air leakage limit compared to the updated Base Energy
Code. Code language of this section adopts proposed IECC 2024 language which clarifies
requirements.
B8. Thermal bridges (Section C402.7)
Thermal bridge accounting is added to the updated Stretch Code to more accurately represent the
insulation performance of a fully constructed wall or building envelope. Prescriptive and tailored
accounting approaches are available.
B9. Economizers (Section 403.5)
Economizer requirements (which permit the use of outside air for free night-time cooling) are
expanded in the updated Stretch Code compared to the updated Base Energy Code.
B10. Ventilation energy recovery (Section C403.7)
Ventilation energy recovery requirements are strengthened in the updated Stretch Code
compared to the updated Base Energy Code. New provisions are also added to better
accommodate high ventilation buildings and toxic exhaust requirements.
B11. Wiring for Electric Vehicle (EV) charging (Section C405.13)
The updated Base code requires wiring for future EV charging to 10% of new parking spaces.
The updated Stretch Code raises the minimum number of spaces requiring EV wiring to 20% in
Group R and B occupancies 3, with 10% for all other occupancies. EV charging can be met with
either dedicated electric branch circuits, or with an automatic load management service (ALMS)
that allows multiple spaces to be served by a higher amperage circuit, thus improving overall
charging capacity at a lower installed cost.
B12. Additional efficiency requirement (Section C406)
Section C406 in the base code mandates certain additional efficiency measures, allowing
designers to choose from a number of equivalent efficiency options. The updated Stretch Code
modifies the existing IECC 2021 language to further incentivize efficient electrification,
primarily by removing fossil fuel options from contributing toward the C406 points system.
B13. Existing buildings
Additions (Section C502)
The updated Stretch Code allows building additions which are less than 20,000-sf to continue to
follow Base Energy Code. Additions greater than 20,000-sf will be required to meet applicable
Stretch Code requirements for that building type and size.
3 Group R=Residential use,Group B=Business use—as defined in International Building Code(IBC)chapter 3
Page 17
Alterations (Section C503)
The current Stretch Code requires commercial building alterations to meet Base Energy Code
prescriptive requirements because there is no prescriptive commercial pathway in the current
Stretch Code. The updated Stretch Code will require commercial building alterations to follow
the new Stretch Code prescriptive pathway but allow for 10%reduced envelope requirement for
alterations compared to true new construction.
The updated Stretch Code eliminates an existing exception in Base Energy Code which allows
exterior walls which have any amount of insulation to remain non-code compliant, even when
the alteration scope includes alterations to the exterior walls. The updated Stretch Code will
require that any altered walls be brought up to prescriptive stretch code, although historic
buildings remain exempt from these provisions.
Change of use Occupancy (Section C503)
The current Stretch Code requires buildings going through change of use or occupancy to meet
Base Energy Code prescriptive requirements because there is no prescriptive commercial
pathway in the current Stretch Code. The updated Stretch Code will require buildings of any size
which undergo change of use or occupancy to follow the new Stretch Code prescriptive pathway,
but allows for a 10% reduced envelope requirement for change of use compared to true new
construction.
Historic Buildings (R501.6)
The Stretch Code will maintain R501.6 from Base Code: Provisions of this code relating to the
construction, repair, alteration, restoration and movement of structures, and change of occupancy
shall not be mandatory for historic buildings provided that a report has been submitted to the
code official and signed by the owner, a registered design professional, or a representative of the
State Historic Preservation Office or the historic preservation authority having jurisdiction,
demonstrating that compliance with that provision would threaten, degrade or destroy the
historic form, fabric or function of the building.
Page 18
4. Specialized Code Summary
Backuround
4.1 Timeline for Specialized Code adoption
Cities and towns will require an active vote by City council or Town meeting to opt-in to the
Specialized Code. The Specialized Code must be available for adoption by December 24, 2022.
When a municipality votes to adopt the Specialized Code, DOER recommends that the
requirements take effect for new building permit applications beginning on the next January 1 St
or July 1 St, whichever is a minimum of 6 months after the municipal vote. This phase-in period,
also utilized by new Stretch Code municipalities, allows an orderly transition for developers,
designers and builders as well as additional training time for municipal code officials.
4.2 Designed to achieve Massachusetts GHG emission limits and sub-limits
The Specialized Code is required by statute (MGL Session Laws of 2021 Chapter 8: Section 31)
to be designed to achieve MA GHG emission limits and sub-limits set every five years from
2025 to 2050. As a result, all compliance pathways under the Specialized Code are designed to
ensure new construction that is consistent with a net-zero Massachusetts economy in 2050,
primarily through deep energy efficiency, reduced heating loads, and efficient electrification.
Regardless of the on-site renewable potential, the largest emissions impact for many buildings
stems from the heating loads and choice of heating fuel for the building. Buildings reliant on
fossil fuel combustion equipment have no clear path to zero emissions, while electrically heated
buildings do due to the steady increase in renewable and clean energy sources on the ISO-NE
electric grid. In drafting the Specialized Code, DOER recognizes that many building
construction sites and high-rise building structures do not currently lend themselves to achieving
net-zero energy or emissions on-site. For example, urban infill multi-family housing close to
transit can greatly assist in achieving a net-zero economy in 2050 while not meeting a net-zero
on-site building definition at the building level. Where on-site renewable energy generation is
not practical, or is limited relative to the building load and available solar access, there is still
potential for siting additional renewable energy in the community, however as renewable sites
and procurements become distant from the building site it stretches the feasibility of local
building officials to regulate them under the energy code. Accordingly, the Specialized Code
requires all new buildings to be designed with electric service and wiring sufficient for future
electrification of space and water heating as well as any combustion equipment appliance loads.
4.3 Definition of net-zero building and net-zero building performance standards
The statute stipulates that the specialized code must include both
a) A definition of net-zero building
b) net-zero building performance standards
The Specialized Code appendices are a set of net-zero building performance standards that
adopts a broad Net-zero Building definition intended to cover all new buildings in the
Specialized Code that is consistent with Executive Office of Energy and Environmental Affairs
Page 19
2050 Roadmap Study and Buildings Technical Report, which utilized the following definition
net zero new construction.
Net Zero new construction is defined as being consistent with the electrification and deep
efficiency benchmarks described in the All Options pathway, discussed in the Energy Pathways
Report—that is, that the new construction is compatible, as-built, with the Commonwealth's net-
zero emissions economy in 2050. Its focus is on-site emissions; it does not necessitate onsite or
offsite renewables, nor the assumption that a building is net-zero energy...These assumptions
include enhanced energy efficiency compared to current code and effective elimination of on-site
emissions from space heating, domestic hot water, cooking and other process uses. (Buildin...............gs
Technical Report, p. 39)
................................................................................Therefore, the Specialized Code adopts a definition of Net-zero Building as follows:
A building which is consistent with achievement of MA 2050 net zero emissions, through a
combination of highly energy efficient design together with being an all-electric or Zero Energy
Building, or where fossil fuels are utilized, a building fully pre-wired for future electrification
and that generates solar power on-site from the available Potential Solar Zone Area.
Appendix RC and Appendix CC, which together form the Specialized Code, are Net-zero
building performance standards and are summarized in sections C and D below.
C. 225 CMR 22 Appendix RC: Residential low-rise Construction Specialized Code
C1. Requirements by residential building size and fuel.
The Residential low-rise Specialized Code offers 3 pathways to demonstrate energy code
compliance with varying sets of additional requirements over and above the updated Stretch
code:
1. Zero Energy pathway: (Section RC 102)
2. All-Electric pathway: (Section RC103)
3. Mixed-Fuel pathway: (Sections RC 104 and RC 105)
New homes up to 4,000 sf in size may follow any of the three pathways. New homes over 4,000
sf in size shall follow either pathway 1 or pathway 2. Table 2 below summarizes the low-rise
residential Specialized Code requirements by home size and fuel use. All buildings are required
to install wiring for electric vehicle (EV) charging in a minimum of 20% of new parking spaces,
and one space per home in one and two family homes. Buildings with any combustion equipment
designed for fossil fuel use are termed `mixed-fuel' buildings.
Page 1 10
TABLE 2: Residential Specialized code requirements summary by building/dwelling unit
size
Building Size Fuel Type Minimum Electrification Min. EV Renewable
Efficiency wiring Generation
Dwelling units All HERS 45 or Full 1 parking Optional
up to 4,000 sf Electric Phius CORE or space
PHI
Dwelling units Mixed- HERS 42 or Pre-wiring 1 parking Solar PV
up to 4,000 sf fuel Phius CORE or space (except shaded
PHI sites
Dwelling units All HERS 45 or Full 1 parking Optional
>400 sf Electric Phius CORE or space
PHI
Dwelling units Mixed- HERS 0 or Pre-wiring 1 parking Solar PV or
>41000 sf fuel Phius ZERO space other
renewables
Multi-family All Phius CORE or Full 20% of Optional
>1200 sf Electric PHI spaces
Multi-family Mixed- Phius CORE or Pre-wiring 20% of Optional
>121000 sf fuel PHI spaces
C1.2 All Electric building performance standard (Section RC 103)
All electric buildings are defined in the updated Stretch Code, and comply with the 2050 net-
zero emissions performance standard by meeting the minimum efficiency standards of either
HERS 45 or the Passive house pathway and using either air source or ground source heat pumps
for primary space heating and heat pump or solar thermal water heating, as well as all electric
appliances. All electric buildings are not required to install on-site solar panels but roofs must be
solar-ready in accordance with the base and stretch code requirements. This pathway is laid out
in Section RC 103.
C1.3 Mixed-fuel building performance standard (Sections RC 104 & RC 105)
C.1.3a Homes and Units less than 4,000-sf
New low-rise buildings using fossil fuels for any on-site use including space heating, water
heating, cooking or drying must meet minimum efficiency requirements of HER 42 or the
Passive House pathway. In order to demonstrate alignment with the 2050 net-zero emissions
mandate, all homes or units using fossil fuels for space heating, water heating, cooking, or drying
must install sufficient electrical service, space and wiring to allow for future conversion to all
electric buildings.
These mixed-fuel homes and buildings utilizing the HERS pathway are also required to install
solar panels that provide no less than 41,cw for single family and not less than 0.75 W/ft2 for
multi-family, to mitigate these near-term emissions, with an exemption for shaded sites. Homes
Page 1 11
and buildings utilizing the Passive House pathway are exempt from additional solar install
requirements, but must have solar-ready roofs consistent with both the stretch and base code
provisions. These requirements are set forth in Sections RC 104, and RC 105.
C.1.3b Homes and Units greater than 4,000-sf
New low-rise buildings containing one or more dwelling units over 4,000 sf and using fossil
fuels for any on-site use including space heating, water heating, cooking, or drying must meet
HERS 0 or Phius ZERO requirements described in C 1.4 below.
C1.4 Zero Energy Buildings
The Specialized Code also contains a definition of Zero Energy Building based on how this
term is used in the IECC 2021 in the appendices for both residential and commercial chapters, as
follows:
A building which through a combination of highly energy efficient design and onsite renewable
energy generation is designed to result in net zero energy consumption over the course of a year
as measured in MMBtus or KWheq, on a site energy basis, excluding energy use for charging
vehicles.
This definition is intended to cover exemplary buildings, and building uses for which achieving
zero energy on-site is feasible.
C1.4a HERS 0 performance standard (Section RC 102)
For the HERS index pathway, the Specialized Code adopts and modifies the definition of zero
energy building published in the IECC 2021 Appendix RC—Residential building Provisions.
Appendix RC uses the HERS rating scale to set a zero energy building at HERS 0 or lower after
on-site solar generation is factored in. The required minimum level of energy efficiency without
solar in the IECC is currently HERS 47, the Specialized Code adjusts the required minimum
energy efficiency level down to HERS 42. The gap between HERS 42 and HERS 0 is made up
with renewable energy from on-site power production (OPP) typically with solar panels.
C1.4b Phius ZERO performance standard (Section RC 102)
For the Passive House pathway, the Specialized Code adopts the Phius ZERO building
performance standard for zero energy buildings. Phius ZERO certification includes the Phius
CORE efficiency requirements while adding a requirement to net out energy use on an annual
basis with renewable energy. The Specialized Code excludes contracts for Renewable Energy
Credits (RECs) or off-site Renewable Energy Sources which are otherwise allowed under the
Phius ZERO certification.
Page
D. 225 CMR 23 Appendix CC: Commercial Construction Specialized Code
D1.1 Energy Efficiency Requirements
The Specialized Code maintains the same energy efficiency requirements as the Updated Stretch
Code for all building types except multi-family, including adoption of the ASHRAE 90.1-2019
pathway for high ventilation buildings, TEDI requirements for offices and schools, and a new
prescriptive path for small buildings.
Multi-family buildings built to the Commercial Specialized Code must achieve precertification
to Passive House standards (either from PHI or Phius). These requirements are phased-in for
buildings up to 5 stories required to meet Passive House requirements if applying for permits
after January 2023, and taller buildings 6 stories and above required to meet Passive House for
permit applications beginning in January 2024.
D1.2. All Electric Building Performance Standard (Section CC104)
This is the simplest compliance pathway under the Specialized Code, requiring the energy
efficiency requirements described in Dl.l, and requiring that all space heating, water heating,
cooking equipment and drying equipment is powered by electricity and meets minimum
efficiency standards.
D1.3. Mixed-Fuel Building Performance Standard (Sections CC105 and CC106)
This pathway establishes minimum requirements for new buildings designed with any space
heating systems, water heating systems or appliances capable of using fossil fuels such as natural
gas, heating oil or propane fuel. While allowing these fossil-fired systems, the Specialized Code
requires mitigation of these emissions with the following requirements:
a) Minimum efficiency requirements for space and water heating, including both fossil fuel
and clean biomass boilers and furnaces systems.
b) Solar development of the available on-site solar potential, specifically through one of 2
options:
i. Not less than I.SW/ft2 for each sq foot of the 3 largest floors (the
threshold proposed in solar requirements in the forthcoming IECC2024),
or
ii. not less than 75% of the Potential Solar Zone Area
c) Pre-wiring and electrical service provision to the building to allow for future
electrification of space and water heating and cooking and drying equipment.
D1.4 Zero Energy Building Performance Standard (Section CC103)
This is the most stringent of the 3 pathways in that it requires net zero energy on an annual basis
from the 1 St year of construction. The Specialized Code amends the IECC commercial appendix
CC: Zero Energy Commercial Building Provisions by simplifying the allowable renewable
options. As a result, zero energy may be demonstrated only with on-site generation(typically
Page 1 13
solar PV), and all buildings must meet minimum energy efficiency requirements prior to
renewable offsets.
The option to show compliance using HERS 0 or Phius ZERO certification as used in the low-
rise residential Specialized Code is also eligible under the Zero Energy pathway for multi-family
residential buildings.
Page 1 14
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Town of Lexington
Motion
2023 Annual Town Meeting
ARTICLE 28 AMEND GENERAL BYLAWS - TREE BYLAW- INCREASE PROTECTED
TREE LOOK-BACK PERIOD
MOTION: That the Town's Tree Bylaw, Chapter 120.8.B.1 of the Code of the Town of Lexington, be
amended as follows, where to be removed and bolded text is to be
added:
Additionally, if any protected trees were removed during the 4-2 36 months preceding the application for
the building or demolition permit, a tree removal and mitigation proposal regarding the protected trees
already removed shall be submitted to the Building Commissioner.
(01/25/2023)
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Town of Lexington
Motion
2023 Annual Town Meeting
ARTICLE 29 AMEND GENERAL BYLAWS - TREE BYLAW- CHANGES TO TREE
COMMITTEE COMPOSITION
MOTION: That the Town's Tree Bylaw, Chapter 120.6.A of the Code of the Town of Lexington, be
amended as follows as follows, is to be removed and bolded text is to
be added:
The Town shall have a Tree Committee that consists of seven members and two non-voting associate
members as appointed by the Select Board. For the first appointments of full members, three members
will serve one-year terms; two members will serve two-year terms; and two members shall serve three-
year terms. All members up for renewal and associate members will serve three-year terms.
(01/25/2023)
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Town of Lexington
Motion
2023 Annual Town Meeting
ARTICLE 30 HUMANE PET STORE BYLAW CORRECTION
MOTION: That the Town replace Chapter 9-7(C) of the Code of the Town of Lexington(Human Pet
Store Bylaw) with the following:
C. Enforcement and Severability
(1) Section 9-7 of this Bylaw shall be enforced by the Town Manager or the Town Manager's designee
pursuant to G.L. c. 40, § 21D according to the following schedule:
1ST Offense: $50
2°d Offense: $100
3rd &Each subsequent Offense: $300
b. Each unlawful sale or offer for sale shall constitute a separate violation.
(2) This Chapter may also be enforced through any other means available in law or equity. Nothing in this
Chapter maybe construed to alter or amend any other legal obligations applicable to the sale of fur, or any
other entities,under any other law or regulation.
(3) The invalidity of any section or provision of this Chapter shall not invalidate any other section or
provision thereof.
And further that, the Town amend Section 1-6 of the Code of the Town of Lexington by adding under
Chapter 9 the following:
§ 9-7:
lst Offense: $50
2°d Offense: $100
3rd &Each subsequent Offense: $300
(01/24/2023)
1
DRAFT (SUBJECT TO CHANGE) 1/19/23
ARTICLE SPRD AMEND ZONING BYLAW
SPECIAL PERMIT RESIDENTIAL DEVELOPMENTS
To see if the Town will vote to amend the Zoning Bylaw of the Town of Lexington to amend or
replace the provisions regarding Special Permit Residential Developments to encourage the
development of residential neighborhoods not otherwise allowed through conventional
subdivisions; or act in any other manner in relation thereto.
(Inserted by the Select Board)
DESCRIPTION:
The purpose of this zoning amendment is to provide incentives for builders to choose to produce developments
that provide smaller homes, include affordable homes and create a variety of home building types not readily
available in Lexington, rather than conventional subdivisions.
MOTION:
That the Zoning Bylaw, Chapter 135 of the Code of the Town of Lexington, be amended as follows, and further
that non-substantive changes to the numbering of this bylaw be permitted to comply with the numbering format
of the Code of the Town of Lexington:
1. Amend § 135-3.4, Table 1, Permitted Uses & Development Standards, by replacing row A.1.05
with the following:
GC RO RS RT CN CRS CS CB CLO CRO CM CSX
Special Residential
A.1.05 Development R R R R N N N N N N N N
(SRD)
2. Replace § 135-6.9 with the following:
6.9. SPECIAL RESIDENTIAL DEVELOPMENTS.
6.9.1 Purposes.
This section is intended to:
1. Encourage greater diversity of housing opportunities to meet the needs of a diverse population with
respect to income, ability, accessibility needs, number of persons in a household and stage of life;
2. Encourage the development of inclusionary housing;
3. Promote development proposals designed with sensitivity to the characteristics of the site;
4. Permit different types of structures and residential uses to be combined in a planned interrelationship
that promotes an improved design relationship between buildings;
1
DRAFT (SUBJECT TO CHANGE) 1/19/23
5. Preserve historically or architecturally significant buildings or places;
6. Encourage the preservation and minimum disruption of outstanding natural features of open land and
minimize impacts on environmentally sensitive areas;
7. Encourage sustainable development through the use of green building practices and low-impact
development techniques; and
8. Promote the efficient and economical provision of public facilities such as utilities and streets and
facilitate a detailed assessment,by Town officials and the public, of the adequacy of such facilities
and services for the proposed level of development.
6.9.2 Applicability.
A Special Residential Development ("SRD") is a project in which one or more lots, tracts, or parcels of land are
to be improved for use as a coordinated site for housing and for which deviations from the dimensional
standards that apply to conventional developments are allowed in order to achieve a diversity of household
types, sizes and affordability. Instead of determining density by dwelling type, minimum lot area, and frontage
requirements, the total Gross Floor Area (GFA) of market-rate residential development for the tract as a whole
is limited.
No Special Residential Development shall be initiated without site plan review by the Planning Board in
accordance with the provisions of this section and § 9.5 of this Bylaw.
6.9.3 Types of Special Residential Development.
1. Site Sensitive Development(SSD): A Special Residential Development in which the number of
dwellings is limited as set forth below so that existing site features such as natural grades, mature
trees, stone walls, and historic structures may be retained.
2. Compact Neighborhood Development (CND): A Special Residential Development in which the size
of the dwelling units is limited as set forth below.
6.9.4 Scale of Development.
The amount of development permitted in a Special Residential Development shall be based on a proof plan fully
complying with the provisions of this bylaw (other than this § 6.9 and § 6.12), the Planning Board's Subdivision
Regulations, and the criteria set forth below.
6.9.5 Threshold Criteria for Site Sensitive Development.
An SSD must be designed to preserve natural features,mature native trees,habitat areas, sloped areas,historically
or architecturally significant buildings or places. Where possible, an SSD should be sited to preserve mature
native trees and the critical root zone.
2
DRAFT (SUBJECT TO CHANGE) 1/19/23
6.9.6 Dimensional Standards.
The requirements of§ 4.0 are modified as follows within a Special Residential Development:
1. Lot area. There is no minimum lot area required; provided, however, that the lot area for each lot shall
be sufficient to safely meet the off-street parking requirements of this bylaw and the installation of
any on-site water supply and sewage disposal facilities.
2. Frontage. There is no minimum frontage required; provided, however, that frontage for each lot shall
be sufficient to provide for adequate access to the building site in the judgment of the Fire
Department. Adequate access may be demonstrated by use of shared driveways, parking lots or other
means.
3. Yard Requirements. The Minimum Yards required by § 4.0 shall apply only to the perimeter of the
site but are not required elsewhere within the site.
4. Height Requirements. The height limits in § 4.3.1.1 and § 4.3.5 shall not apply. The maximum height
of a building or structure in feet permitted shall be 45 feet.
5. Gross Floor Area. The total GFA of all dwelling units other than inclusionary dwelling units shall not
exceed 115% of the total GFA that would be permitted under the proof plan in accordance with
§ 6.9.4 and § 4.4. Section 4.4 does not otherwise apply.
6.9.6 Dwelling Unit Count and Size.
1. Number of Dwellings. In a Site Sensitive Development, the number of dwellings shall not exceed the
number of dwellings shown on a proof plan in accordance with § 6.9.4. There is no limit on the
number of dwellings in a Compact Neighborhood Development.
2. Number of Dwellina Units. There is no limit on the number of dwelling units in a dwelling in a
Special Residential Development.
3. Dwelling Unit Size. The average GFA for all dwelling units in a Compact Neighborhood
Development may not exceed 2,250 square feet. The GFA for any single dwelling unit in a Compact
Neighborhood Development may not exceed 2,800 square feet. There is no limit on the GFA of a
dwelling unit in a Site Sensitive Development.
4. Building Size. The maximum GFA for any building in a Compact Neighborhood Development shall
not exceed 9,350 square feet. The GFA for any building in a Site Sensitive Development shall not
exceed 12,000 square feet.
6.9.7 Inclusionary Housing
1. Inclusionary Dwelling Units.
a. At least 15% of the GFA permitted under the proof plan submitted pursuant to § 6.9.4 shall be
incorporated into inclusionary dwelling units, as defined by regulations promulgated by the
Planning Board pursuant to § 6.9.8 (the "Inclusionary GFA").
b. At least two-thirds of the Inclusionary GFA shall be incorporated into dwelling units eligible
for inclusion on the Town's Subsidized Housing Inventory as determined by the Massachusetts
3
DRAFT (SUBJECT TO CHANGE) 1/19/23
Department of Housing and Community Development and shall remain affordable in
perpetuity.
2. Inclusionary dwelling units shall be substantially similar in size, layout, construction materials,
fixtures, amenities, and interior and exterior finishes to comparable dwelling units in the same
dwelling.
3. A Special Residential Development with more than one inclusionary dwelling unit shall proportionally
disperse those units throughout the development rather than concentrate them within particular
sections of a dwelling or within particular dwellings.
4. Occupants of inclusionary dwelling units shall have the same access to common areas, facilities,
and services as enjoyed by other occupants of the development including but not limited to outdoor
spaces, amenity spaces, storage, parking, bicycle parking facilities, and resident services.
5. The Planning Board, in consultation with the Select Board, the Housing Partnership Board, and the
Commission on Disability, shall adopt regulations concerning physical characteristics, location, and
access to services of inclusionary dwelling units; defining limits on the household income of
occupants, sale price, and rent of inclusionary dwelling units; and the form of required legal
restrictions for such units.
6. A Special Residential Development with six or fewer market-rate dwelling units shall be permitted
to meet the requirements of§ 6.9.7 by making a payment to the Town's Affordable Housing Trust
in an amount equal to the estimated construction cost of 15% of the GFA permitted under the proof
plan submitted pursuant to § 6.9.4, as determined in accordance with regulations to be promulgated
by the Planning Board.
7. No certificate of occupancy shall be issued for multi-family housing until an affordable housing
restriction for any inclusionary dwelling units is executed, submitted to the Town, and, to the extent
required, recorded.
6.9.8 Regulations
The Planning Board shall adopt Site Plan Review regulations and standards, consistent with this Section,
regarding Special Residential Developments, including with respect to pedestrian and vehicular access to, and
egress from, the site, landscaping, screening, and buffers, lighting, stormwater management, architectural style
and scale, water and wastewater systems, and refuse disposal.
The Planning Board shall also adopt Site Plan Review regulations and standards for Site Sensitive Developments,
to protect natural features of the site such as natural grades and slopes, views, mature trees, stonewalls, natural
resources such as agricultural soil, and common open space.
3. Amend § 135-10, Definitions as follows:
1. Delete the definitions of"BALANCED HOUSING DEVELOPMENT" and"PUBLIC BENEFIT
DEVELOPMENT".
4
DRAFT (SUBJECT TO CHANGE) 1/19/23
2. Amend definitions as follows:
SITE SENSITIVE DEVELOPMENT (SSD)
A type of special i�residential development as defined in § 6.9.
SPECIAL D��r RESIDENTIAL DEVELOPMENT (SRD)
A residential development regulated by § 6.9, in which a tract of land is divided into one or more
lots for constructing dwellings � � e r�' � e � allowing deviation
from the dimensional standards that apply to conventional developments.
3. Add the following definitions:
COMPACT NEIGHBORHOOD DEVELOPMENT (CND)
A type of special residential development as defined in § 6.9.
5
Topics included in March 2022 ATM Report to Town Meeting: (scribed in
March 2022)
2022 ATM SELECT BOARD REPORT SECTIONS SCRIBE
Message from the Select Board Jill
Another Unpredictable Year Suzie
American Rescue Plan Act (ARPA) Doug
New Capital Stabilization Funding Framework Doug
Social Racial Equity Initiatives Mark
Municipal & School Building Projects Mark
Update on recent Home Rule Petitions Joe
2025: The 250th Anniversary of the Battle of Lexington Suzie
i
cs included in FY2022 Annual Town ReWscribed in November 2022)
I I 1 I Im
Select Board Message Jill
Select Board Priorities for American Rescue Plan Act (ARPA) Suzie
Spending
Fiscal Resiliency Joe
New Capital Stabilization Funding Framework Joe
Economic Development and Commercial Growth Doug
Town Meeting Use of Virtual Technology Joe
Housing Options Jill
Center Streetscape and Battle Green Streetscape Projects Suzie
Bedford Street/Hartwell Avenue Update Mark
Municipal and School Buildings Mark
Diversity, Equity and Inclusion Mark
Police Station Project Doug
Select Board Positions
Working Document
UPDATE AT SELECT Proposed Possible
# Article Name SELECT BOARD BOARD CNSNT IP DL JP SB JH NIS
MTG PRSNTR (PC)
1 Notice of Election
2 Election of Deputy Moderator and Reports of Town Boards,
Officers and Committees
3 Appointments To Cary Lecture Series,
Financial Articles
4 Appropriate FY2024 Operating Budget
5 Appropriate FY2024 Enterprise Funds Budgets
6 Establish Qualifications for Tax Deferrals 2/6/2023
7 Appropriate To Affordable Housing Trust
8 Evaluation of Archeological Resource Potential(Citizen 1/23/2023
Petition)
9 Establish and Continue Departmental Revolving Funds
Appropriate The Fy2024 Community Preservation
Committee Operating Budget And CPA Projects
a)Stone Building Design and Repairs-$400,000
b) Munroe Center for the Arts-$6,635,191
c) Hancock-Clarke Barn Restoration-$118,419
d)Archives and Record Management-$35,000
e)First Parish Church Clock Restoration-$12,000
f)East Village Clock at Follen Church Restoration-$9,600
g)Willard Woods Site Improvements 1,211,675
h)Whipple Hill Trail Repair,Fire Access-$300,000
i)Lincoln Park Field Improvements including Lighting-
10 $3 391 500 1/23/2023
j)Park and Playground Improvements,Bridge School-
$285 000
k)Park and Playground Improvements,Justin Park-
$155 000
1)Public Grounds Irrigation Improvements-$200,000
m)Transforming Trees into Art,Birds of New England-
$22 000
n)Affordable Housing Trust Funding-$1,500,000
o)LexHAB Property Acquisition Prefunding-$400,000
p)LexHAB Rehabilitation/Preservation and Installation of
Solar Panels-$345 125
q)Projected Debt Service-$1,788,900
r)Administrative Budget-$150,000
11 Appropriate For Recreation Capital Projects
12 Appropriate For Municipal Capital Projects And Equipment
a)All Terrain Vehicle(ATV)-Forestry
b)TMOD Implementation-Permitting and Progress
Tracking
c)Transportation Mitigation
d)Bedford St.and Hartwell Ave. Long-Range
Transportation Improvements
e)Townwide Culvert Replacement
f)Equipment Replacement
g)Sidewalk Improvements
h)Storm Drainage Improvements and NPDES compliance
i)Comprehensive Watershed Stormwater Management
j)Street Improvements
k)Hydrant Replacement Program
Select Board Positions
Working Document
UPDATE AT SELECT Proposed Possible
# Article Name SELECT BOARD BOARD CNSNT IP DL JP SB JH NIS
MTG PRSNTR (PC)
b)Public Facilities Interior Finishes
c)Public Facilities Mechanical/Electrical/Plumbing
Replacements
d)School Paving and Sidewalks
e)Municipal Building Envelopes and Associated Systems
f) School Building Envelopes and Associated Systems
16(cont.)
g)Pine Meadows Clubhouse Renovation-Design
h)173 Bedford Street Renovation-Design;
i)Solar Canopy&System-Police Station
j)East Lexington Fire Station-Feasibility Study
17 Appropriate To Post Employment Insurance Liability Fund
18 Rescind Prior Borrowing Authorizations
19 Establish,Amend,Dissolve And Appropriate To And From
Specified Stabilization Funds
20 Appropriate For Prior Years'Unpaid Bills
21 Amend Fy2023 Operating,Enterprise And CPA Budgets,
22 Appropriate For Authorized Capital Improvements,
23 Establish Special Education Reserve Fund
General Articles
24 Select Board To Accept Easements
25 Amend The General Bylaws-Demolition Delay
26 Amend The General Bylaws-Municipal Opt-In Specialized
Stretch Energy Code
27 Amend Fossil Fuel Bylaw-Compliance With DOER 2/6/2023
Regulations And Guidance
28 Amend General Bylaws-Tree Bylaw-Increase Protected 2/6/2023
Tree Look-Back Period
29 Amend General Bylaws-Tree Bylaw-Changes To Tree 2/6/2023
Committee Composition
30 Humane Pet Store Bylaw Correction
31 Fair Trade Restrictions-Fur Products(Citizen Petition) 2/27/2023
32 Dunback Meadow Sewer Easement(Citizen Petition) 1/23/2023
Zoning Articles
33 Amend Zoning Bylaw-Special Permit Residential 2/13/2023
Development
Amend Zoning Bylaw And Map-Multi-Family Zoning
34 2/27/2023
Housing For MBTA Communities
35 Supplemental lnclusionary Zoning Requirements For 2/27/2023
Village Overlay Districts
36 Amend Zoning Bylaw And Map-Central Business District 2/27/2023
37 Amend Zoning Bylaw-Action Deadline For Major Site 2/27/2023
Plan Review
38 Amend Zoning Bylaw-Minor Modifications To Approved 2/27/2023
Permits
39 Amend Zoning Bylaw-Technical Corrections 2/27/2023
40 Amend Section 135-4.4 Of The Zoning Bylaw-Reduce 2/13/2023
Residential Gross Floor(Citizen Petition)
Maggie McCarey,Energy Efficiency Director February 6,2023
Department of Energy Resources
100 Cambridge Street, Suite 1020
Boston,MA 02144
Re: 10 Communities Demonstration Program Comments
Dear Director McCarey:
Thank you for your role in defining the 10 Communities Demonstration Program. We would also like to
thank the Department of Energy Resources (DOER) for providing an opportunity to comment on the
implementation plans for the 10 Communities Demonstration Program. The Town of Lexington applauds
this step towards a cleaner energy future and looks forward to participating in the 10 Communities
Demonstration Program as soon as possible.
Lexington fully supports the Commonwealth of Massachusetts(the"Commonwealth")Net Zero by 2050
goals as legally mandated in the Global Warming Solutions Act("GWSA") including the interim limits
established by An Act Creating a Next-Generation Roadmap for Massachusetts Climate Policy.
Since the Select Board's adoption of Lexington's,,,,,,,,,,,,, , i, , Action-Plan and, , to et Zero
Emissions that call or a transition o a residential, commercia , an municipal buildings to 100%
.................s ,,,,,,, ,,,,,
renewable energy, Lexington has begun its own transition toward all-electric buildings, including the
integration of efficient electric heating systems at Hastings Elementary School, Lexington Children's
Place, Lexington Fire Station, Police Station and the Visitor's Center. In addition, Lexington Town
Meeting overwhelmingly passed a Climate Emergency warrant article calling on the Town to achieve the
transition to zero emissions by 2035.
2021 Annual Town Meeting passed a Home Rule Petition asking the state legislature to allow the Town
of Lexington to regulate fossil fuel infrastructure in new buildings and major renovations. In addition,
Lexington has exceeded the 10%housing affordability threshold for participation in the program. As of
December 21, 20201 11.2% of Lexington units are Subsidized Housing Inventory(SHI)units. 2022-3
Special Town Meeting passed Warrant Article 13 making technical corrections to better conform to
DOER's program definitions to streamline Lexington's application to participate in the program.
2023 Annual Town Meeting will begin on March 20, 2023 and will consider adopting the Specialized
Energy Code with an Effective Date of January 1, 2024. It would be ideal if 2023 Annual Town Meeting
had an opportunity to consider adopting DOER's 10 Communities model code language at the same time,
so that the Specialized Energy Code and the 10 Communities Demonstration program could have the
same Effective Date. This would greatly improve the efficiency of rolling out these programs for
Lexington Town staff, local builders, developers and Lexington Town Meeting members.
We would ask DOER to provide amended model code language to the Town addressing the comments
made by Lexington's Town Counsel prior to the start of Lexington's 2023 Annual Town Meeting.
Thank you for your time and consideration.
Sincerely, Town of Lexington Select Board
CC: Rebecca Tepper- Secretary, Executive Office of Energy and Environmental Affairs
Patrick Woodcock- Commissioner, DOER
Senator Michael J. Barrett
Senator Cindy F. Friedman
Representative Michelle L. Ciccolo
Representative Kenneth I. Gordon
AGENDA ITEM SUMMARY
LEXINGTON SELECT BOARD MEETING
AGENDA ITEM TITLE:
Request to Approve License Agreement with Property Owner to Existing Fence Permit on
Town Property - 3 Goffe Road
PRESENTER:TER• ITEM
S
NUMBER:
Jim Malloy, Town Manager
I.6
SUMMARY:
Category:Decision-Making
The Select Board was previously approached by Frank Hsieh, the property owner of 3 Go ffe Road with a
proposal to sell him a portion of town-owned land (abutting Bowman Elementary) in which his fence was
installed, which would have required School Committee approval as well as Town Meeting. In meeting with
Mr. H s ieh, the Town proposed a lic ens e that would allow his fence to remain on town property, which was
agreeable to Mr. Hsieh. Town Counsel drafted the attached, which has been reviewed by Mr. H s ieh's attorney
and is in a form that the Select Board can approve and authorize the Town Manager to execute.
SUGGESTED MOTION:
Move to approve the lic ens e agreement between the Town of Lexington and Frank H s ieh for an area of
approximately 128 s.f. as shown on the attached lic ens e agreement and plan, and further to authorize the Town
Manager to execute the lic ens e agreement.
FOLLOW-UP:
Town Manager
DATE AND APPROXIMATE TIME ON AGENDA:
2/6/2023 8:55pm
ATTACHMENTS:
Description Type
I kense Agreement (Awer Merno
LICENSE AGREEMENT
This LICENSE AGREEMENT (this "License") is entered into as of the day of ,
2023 ("Effective Date") by and between the Town of Lexington, acting by and through its Select Board,
a municipal corporation,with a mailing address of 1625 Massachusetts Avenue,Lexington,Massachusetts
02420 ("Town") and Lily Y. Li and Frank Y. Hsieh, Trustees of the Lily Y. Li Family Trust, u/d/t
dated October 16, 2012, with a mailing address of 3 Goffe Road, Lexington, Massachusetts 02421 (the
"Licensee").
BACKGROUND
A. The Town of Lexington is the owner of real property known as 9 Philip Road, Lexington,
Massachusetts identified as Town Assessor's Parcel No. 1806 and shown as Lot 45B on Assessor's Map
15 (the "Town Property").
B. The Licensee is the owner of real property located at 3 Goffe Road, Lexington, Massachusetts,
identified as Town Assessor's Parcel No. 1768, shown as Lot 104 on Assessor's Map 15, and more
particularly described in a deed dated October 12, 2012, and recorded with the Middlesex South District
Registry of Deeds at Book 1425, Page 82 (the "Property").
C. The Licensee has a fence that encroaches on a portion of the Town Property(the"Encroachment")
and uses and landscapes approximately 168 square feet of the Town Property that is located between the
Encroachment and the rear property line of the Property (the "License Area"), more particularly shown
in Exhibit A attached hereto and incorporated herein. The Licensee wishes that the Encroachment remain
and that Licensee be permitted to continue Licensee's current use of the License Area, of the License
Area, which the Town has agreed to allow, pursuant to the terms and provisions of this License.
NOW, THEREFORE, for good and valuable consideration,the receipt and sufficiency of which is
hereby acknowledged, the Town and the Licensee hereby agree as follows.
AGREEMENT
1. Term.
a. Subject to the terms hereof, the Town hereby grants to the Licensee a non-exclusive,
revocable license to use and landscape the License Area and to maintain the Encroachment. The term of
this License shall commence on the Effective Date and shall continue for one (1) year, and shall
automatically renew for successive ten(10)year periods until terminated as provided herein(the "Term").
b. This License is non-exclusive. The Town shall continue to control the License Area,
including, without limitation, the right to issue additional licenses.
C. If the Licensee sells the Property to a third party,this License shall automatically terminate.
d. This License is freely revocable at any time by either party upon thirty (30) days' written
notice.
e. In the event that this License is terminated, the Licensee shall remove the Encroachment
from the License Area within thirty(30) days, and return full possession of the License Area to the Town.
If the Licensee fails to do so, the Town may remove the Encroachment at the Licensee's expense. The
Town shall not be liable for any damage to the Encroachment.
2. Use.
a. The Licensee shall only use, or permit the use of, the License Area for the purposes
described in this License, and not any use that interferes with the Town's use of, or requirements to
maintain or improve the Town Property.
b. The Licensee may not enlarge the footprint of the Encroachment.
C. The Licensee shall keep the Encroachment in good condition and repair. If the Licensee
causes any damage to the License Area, it shall repair such damage within twenty-four (24) hours, to the
reasonable satisfaction of the Town.
d. If the Licensee fails to perform any of its obligations under this License, the Town may
perform such obligations, and the Town shall be entitled to reimbursement for any related costs, including
reasonable attorney's fees.
e. The Licensee acknowledges that its (and its predecessors', if applicable)use of the License
Area has at all times been permissive, and no claim of adverse or prescriptive use shall arise from the
presence or use of the Encroachment within the License Area. The Licensee shall notify any subsequent
owner of the Property of this License.
3. No License Fee. Licensee shall not be required to pay a fee for the License for the Term of this
License.
4. Compliance with Laws. The Licensee shall comply with all applicable laws, bylaws, rules and
regulations of federal, state, and local government ("Applicable Laws"). If any federal, state, or local
government board or agency determines that the Encroachment must be removed, then the Licensee shall
remove the Encroachment immediately upon written notice. The Town does not represent or warrant that
the License Area is appropriate, safe or suitable for the contemplated uses, or that it may be used for the
purposes specified herein under Applicable Laws.
5. Liability. The Licensee shall use the License Area at its own risk, and the Town shall not be liable
for any injury, death, or damage to property arising from the use of the License Area or breach of this
License. The Licensee shall indemnify, defend and hold the Town harmless from and against all claims,
demands, causes of action, suits, costs, damages and liabilities arising from any act or omission of the
Licensee or Licensee's family, invitees, contractors, agents, or representatives, regarding use of the
License Area or breach of this License.
6. Maintenance and Repair. Licensee assumes all responsibility for maintaining, repairing and
inspecting the Encroachment. Licensee shall, at Licensee's sole cost and expense, use Licensee's best
efforts to diligently and adequately maintain and repair the Encroachment. Licensee shall promptly
2
perform or cause to be performed any maintenance and repairs to the Encroachment when notified by the
Town that such maintenance or repairs are necessary.
7. Successor and Assigns. The License granted herein is personal to Licensee and no right hereunder
may be assigned or sublet, in whole or in part, and Licensee shall not permit any other person, in whole
or in part, any of the rights or privileges granted pursuant to this License without first obtaining the written
consent of the Town. The Town may withhold its consent to a transfer of this License in its sole and
absolute discretion.As a condition to any transfer of this License,the successor in interest shall be required
to execute a revocable non-exclusive license agreement with the Town.
8. Relationship. The parties intend by this License to establish the relationship of licensor and
licensee only and do not intend to create a partnership, joint venture, joint enterprise, or any business
relationship other than that of licensor and licensee.
9. Miscellaneous. Notices to either party shall be deemed received if delivered by hand or mailed by
certified mail, return receipt requested, to the addresses identified above. This License shall be construed
as a Massachusetts instrument. This License contains all understandings with respect to the matters
referenced herein, and no oral agreements, promises or understandings shall be binding on either party.
The Town's waiver of a breach of one provision of this License shall not be considered a waiver of any
other breach, and no provision shall be deemed waived unless in writing and signed. If any provision of
this License is determined to be unenforceable by final judgment of a court of competent jurisdiction, the
remaining provisions shall continue in effect to the extent permitted by law. This License may be executed
in one or more counterparts, which when taken together shall constitute one and the same instrument.
Electronic signatures on this License shall have the same force and effect as an original signature.
[Signature Pages Follow]
3
EXECUTED under seal as of the date first written above.
LICENSEE:
Lily Y. LI, Trustee of the Lily Y. Li Family Trust
Frank Y. Hsieh, Trustee of the Lily Y. Li Family Trust
4
TOWN:
Town of Lexington,
By its Select Board:
By:
Name: James J. Malloy
Title: Town Manager, duly authorized
5
Exhibit A
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AGENDA ITEM SUMMARY
LEXINGTON SELECT BOARD MEETING
AGENDA ITEM TITLE:
Discuss FY2024 Town Manager's Preliminary Budget & Financial Planning
PRESENTER:TER• ITEM
S
NUMBER:
Board Discussion
I.7
SUMMARY:
Category:Discussion
Attached please find the White Book as presented at the January 30th budget summit. This is an opportunity
for discussion before the budget is voted on by the Select Board, which is scheduled for February 13th.
SUGGESTED MOTION:
FOLLOW-UP:
DATE AND APPROXIMATE TIME ON AGENDA:
2/6/2023 9:OOpm
ATTACHMENTS:
Description Type
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Table of Contents
The budget document outlines the Town's financial plan as recommended by the
Select Board. Both the operating and capital budgets are contained in this
document. The effective period of this budget is from July 1, 2023 to -
June 30, 2024.
Budget-In-Brief
Report of the Town Manager
The Budget Message is a letter to the Select Board from the Town Manager in support of the
enclosed budget recommendations. The letter provides an overview of the operating and
capital budget, identifies significant budget issues, and explains the Town Manager's rationale
for budget recommendations.
Section I: Budget Overview
The Budget Overview contains several summary tables, which display the schedule of the
FY2024 budget process, expenditure and revenue history, and a detailed summary of
proposed appropriations for the coming fiscal year.
Budget Process
Summary of Revenues and Expenditures I-1
Program Summary I-2
Section II: Revenues
The Revenue section contains a narrative description of revenue sources followed by a series
of tables that displays a detailed summary of actual and projected revenues.
Description of Revenues II-2
Detailed Budget Information
Section III: Program 1000: Education
1000 Education Program III-1
1100 Lexington Public Schools III-2
1200 Minuteman Regional High School III-18
Section IV: Program 2000: Shared Expenses
2000 Shared Expenses IV-1
2100 Employee Benefits IV-3
2200 Property & Liability Insurance IV-8
2300 Solar Producer Payments IV-10
2400 Debt Service IV-12
2500 Reserve Fund IV-14
2600 Public Facilities IV-17
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
1
Section V: Program 3000: Public Works
3000 Public Works V-1
3000 - 3500 DPW Summary V-3
3100 DPW Administration and Engineering V-8
3200 Highway V-12
3300 Public Grounds V-16
3400 Environmental Services V-20
3600 Water Enterprise V-25
3700 Sewer Enterprise V-29
Section VI: Program 4000: Public Safety
4000 Public Safety VI-1
4100 Law Enforcement VI-3
4200 Fire & Rescue VI-8
Section VII: Program 5000: Culture and Recreation
5000 Culture and Recreation VII-1
5100 Cary Memorial Library VII-3
5200 Recreation and Community Programs VII-9
Section Vill: Program 6000: Human Services and Health
6000 Human Services and Health VIII-1
6100 - 6200 Administration, Veterans' Services, Youth and Family VIII-2
Services, Senior Services and Community Programs, and
Transportation Services
6500 Health VIII-8
Section IX: Program 7000: Land Use, Housing and
Development Department
7000 Land Use, Housing and Development Department IX-1
7100 - 7400 Summary IX-3
7110 Building and Zoning IX-11
7120 Administration IX-15
7130 Conservation IX-17
7200 Planning IX-21
7300 Economic Development IX-25
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
2
Section X: Program 8000: General Government
8000 General Government X-1
8100 Select Board X-2
8200 Town Manager X-6
8300 Town Committees X-11
8400 Finance X-13
8500 Town Clerk X-18
8600 Innovation &Technology X-22
FY2024 Capital Improvement Budget & Financing Plan
Section XI: Capital Investment
FY2024 Capital Improvement Budget & Financing Plan XI-1
Section X11: Appendices
Appendix A: Program Improvement Request Summary A-1
Appendix B: Budget Information
Budget Bylaw B-1
Appendix C: Financial Information
Summary of Town Fund Balances C-##
Summary of Revolving Fund Balances C-##
Stabilization Fund History C-##
Summary of Reserve Fund Transfers C-##
Budgeted Full-Time Employee (FTE) Levels C-##
Lexington Retirement System C-##
Snow and Ice History C-##
CPA Summary C-##
Appendix D: Glossary D-1
Acknowledgments
Preparing a budget document with this level of detail is a significant undertaking. I would like to
express my appreciation to Superintendent of Schools Julie Hackett, Assistant Superintendent for
Finance and Administration David Coelho, as well as the Senior Management Team and board and
committee members who contributed to the development of this budget. I would like to specifically
acknowledge Town Accountant Krista Murphy, Director of Assessing Robert Lent, Management Analyst
James Robinson, Human Resources Director Anne Kostos, and Deputy Town Manager Kelly Axtell for
their work in preparing the many facets of this document. In addition, the completion of the Town
Manager's Preliminary Recommended Budget and Financing Plan is due directly to the analysis and
extraordinary efforts of Assistant Town Manager for Finance/Comptroller Carolyn Kosnoff and Budget
Officer Katharine Labrecque.
)amen J. Malloy, Town Manager
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
3
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` Town of Lexington
Town Managers Office
P ILppl "
IN
James J. Malloy, Town Manager Tel: (781) 698-4540
Kelly E. Axtell, Deputy Town Manager Fax: (781) 861-2921
January 20, 2023
The Honorable Select Board, Appropriation Committee and Capital Expenditures
Committee:
I am hereby submitting the FY2024 Town Manager's Preliminary Budget and Financing Plan for your
review. Our primary goal has been to develop a budget and financing plan that maintains a high level
of municipal and school services while remaining sustainable for the community in the long term. We
strive to articulate this plan in a transparent manner through the leadership actions, behaviors and
visions of the Select Board and various policy and advisory committees.
A Sustainable Budget: Budgets are about priorities and should be strategic in explaining what we
do, why we do it, when we do it, and how we propose to invest the resources of our taxpayers to
achieve the results our community desires. While focusing on long-term priorities sometimes takes a
back seat to the immediate demands placed on Town officials, it is important to strike a balance among
competing demands. We hope this document is helpful in this regard.
It should be acknowledged that the Town has weathered many challenges through the past three fiscal
years, yet we remain in a solid financial position due to conservative budgeting and strong fiscal
management. FY2024 will be particularly difficult due to inflationary pressure on goods and services
including increasing wages, and rising healthcare premiums, energy, and refuse disposal costs, all of
which had a significant impact on this FY2024 Recommended Budget. The Town also continues to
experience supply chain delays and increasing costs for contract labor. The School Department is
experiencing challenges with post pandemic learning loss and special education needs. This budget was
developed around these challenges, and we expect the Town will maintain a sound financial position
leading up to and throughout FY2024.
Revenues for FY2024 are expected to remain stable and we expect a modest amount of new growth
from commercial development. While this modest level of revenue may not allow for program
improvements in FY2024, it is sufficient to maintain contractual obligations and current levels of
service. Importantly, new commercial growth will allow the Town to maintain financial policies and
goals that address long-term liabilities and capital needs.
This Preliminary Budget is balanced and based on a 3.9% increase in revenue as projected in the
Town's Revenue Allocation Model which has been used by the Town for the past two decades to
ensure a fair distribution of new revenues to the School and Municipal sides of Town government. This
provides funding for the School Department at $133,238,358 for FY2024, an increase of $4,983,911
over the FY2023 budget. The Municipal budget is $47,191,058, an increase of $1,750,442 over the
FY2023 budget. This budget also recommends the use of $395,272 from free cash to offset an
i
extraordinary increase in curbside sanitation collection costs, which will not be included in FY2025 or
subsequent years.
In addition to the budget presented here, the Town continues to utilize $9.9 million in Federal funds
that were directly allocated to Lexington via the American Rescue Plan Act (ARPA). This federal grant
funding is allocated by the Lexington Select Board, these funds must be obligated by end of calendar
year 2024 and fully expended by the end of calendar year 2026. The Board has committed to utilize
this funding to support economic recovery, maintain public health and safety and assist those residents
and businesses disproportionately impacted by the pandemic.
A Transparent Budget: In preparing this Preliminary Budget, Town and School department staff
strived to create a document that presents the budget in a manner that meets the requirements and
expectations of our boards, committees, Town Meeting members and residents. The best way to
explain Town operations, in depth and for the critical eye, is for Town officials to be transparent in
everything we do. This FY2024 Preliminary Budget proposes $273 million in General Fund spending,
$33 million in Enterprise Fund spending, $4 million in Revolving Fund spending and $42 million in
capital projects.
We believe this document is comprehensive enough so that readers understand where Town revenue
comes from and what they are spent on, yet succinct enough that the details are not overwhelming.
Staff and I will continue to endeavor to improve not only this document, but the budgeting process and
will continue to strive to provide improvements and welcome comments and suggestions in order to
provide a better communicated budget in the future.
The operating and capital budget the Board recommends to Town Meeting is the single most important
policy document considered each year, as the budget is the one-year spending plan based on the
Board's strategic priorities. It reflects many competing interests, but in the end has been, and should
continue to be, a reflection on what is best for the Town as a whole.
As always, the Senior Management Team and I remain committed to working with the Select Board,
School Department and financial committees in striking a balance in the allocation of projected
revenues for Town services, educational programs and capital improvements. We look forward to
working with you to address the Town's challenges in the coming years.
I want to acknowledge and thank the work and effort that Carolyn Kosnoff, Assistant Town Manager
for Finance and Katharine Labrecque, Budget Officer have contributed to this document and the entire
budget process, along with the entire Senior Management Team and other staff of the Town.
Very truly yours,
James J. Malloy
Town Manager
ii
PreliminaryBudget = In Summary
This budget, as submitted, is balanced given the revenue assumptions shown in Section II of this
document, and presented at Financial Summit III and subsequently updated.
Town Manager's Overall Recommendations
In light of the goals and priorities of the Select Board and the discussions at Fiscal Summits I II & III,
this preliminary budget includes the following key recommendations:
• Municipal and School Department Revenue Allocations - At Financial Summit III, a
Revenue Allocation Formula was presented which projected an available funding increase of
3.6%. This figure was recently refined and the allocation to both Town and School increased to
3.9%. The Town Manager's recommended budget, including recommended program
improvements, fully expends the allocation for municipal services. The Superintendent of
Schools' recommended budget fully expends the allocation for the schools.
• Municipal Program Improvement Requests (PIR's) - While FY2024 revenues are
expected to increase modestly, several contractual expenses are increasing at a faster rate than
revenue, which results in little to no funding for discretionary program improvements in FY2024.
Senior managers submitted a total of $1,516,404 in municipal program improvement requests,
of which $189,727 are being recommended in the General Fund. The programs selected for
funding are either one-time in nature (not ongoing expenses), critical for maintaining services,
or mandated by the State. In some cases, the Town Manager has recommended minor
reductions to department budgets in other areas to allow for funding these critical or mandated
programs. Additional program improvements are recommended if they are outside the General
Fund and will be covered with Enterprise or Revolving Fund revenues.
• Capital Budget - This Preliminary Budget includes recommendations for $42.1 million in
capital projects, including those identified as priorities by the Select Board, as well as the typical
capital programs included in the capital plan in order to maintain the Town's infrastructure. Of
this amount, $29.3 million is sourced from available funding sources, such as the tax levy, user
charges, Free Cash and Enterprise retained earnings, the Community Preservation Act (CPA),
and other funds. The remaining amount will be debt financed, all of which will be within the
limits of Proposition 21/2.
• Reduced Reliance on Free Cash for Operating Budget - In FY2023, the Town completed a
5-year transition of eliminating the use of Free Cash to support the operating budget. This is
down from $3.74 million in FY2019, $2.9 million in FY2020, and $2.2 million in fiscal years 2021
and 2022 and $700,000 in FY2023. Implementation of this fiscal guideline has begun showing
results by increasing funds available for cash capital, thereby reducing within levy debt service
service resulting in greatly reduced interest costs. Despite this guideline, the FY2024 Preliminary
Budget proposes to use $395,272 in Free Cash to support the extraordinary increase in the
town's proposed curbside sanitation collection contract, and a one-time $30,000 expense for
conducting a municipal salary study for non-represented employees. The Town does not intend
to use Free Cash for operations in FY2025.
• Dedicated Tax Levy for Capital Stabilization Fund (CSF) - The Town has utilized the CSF
over the last several years to create stability in the Town's obligated debt service, and has
reaffirmed the intention to continue this practice in the coming years. The FY2024 budget
includes the implementation of a fiscal guideline adopted in 2022 to dedicate new tax levy
growth from specific properties (PSDUP & Hartwell Redevelopment) to increase reserves for
future capital projects, specifically, the High School construction project. In FY2023,
$lf733f 137 was transferred to the CSF from the tax levy under this new guideline. That
iii
amount continues into FY2024 and is anticipated to grow once new levy growth for the targeted
properties is calculated for FY2024. Fall 2023 Special Town Meeting will be asked to transfer
that further amount to the CSF. This funding will provide a sustainable funding source that will
mitigate a portion of the new high school debt service costs.
• Dedicated Tax Levy for Retirement Fund (CSF) - In FY2023 Takeda, a large
pharmaceutical company in Lexington changed its tax strategy to no-longer claim a personal
property tax exemption. This resulted in $1.06M in unanticipated new tax revenue. This new
revenue was dedicated to the Town's Retirement Fund for FY2023 via a supplemental
appropriation at the Fall 2022-3 Special Town Meeting. This budget proposes to continue
dedicating this ongoing revenue to the Retirement Fund in FY2024, plus the incremental growth
of 2.5% for a total of$1,086,500. Continuing to allocate this revenue to the Retirement Fund in
future years will allow the Town to remain on schedule to reach full-funding in FY2030.
• Appropriate into Special Education Stabilization (SPED) Fund - In FY2022 Town
Meeting appropriated $500,000 from the Special Education Stabilization Fund to support School
Operations during a period of operating uncertainty due to the pandemic. None of these funds
were utilized and therefore reverted to Free Cash as of June 30, 2022. This budget proposes to
appropriate $500,000 of Free Cash back into the Special Education Stabilization Fund for future
unanticipated or extraordinary expenses in Special Education, which will bring the balance in the
fund to approximately $1.2 million. This funding may be allocated in future budget cycles by a
vote of Town Meeting.
• Establish and Appropriate into Special Education (SPED) Reserve Fund - In 2016 the
Municipal Modernization Act enacted Chapter 40, Section 13E of the Massachusetts General
Laws allows the establishment of a Special Education Reserve Fund. This fund is limited in size
to 2% of annual Net School Spending as defined by the Department of Elementary and
Secondary Education (DESE). This Reserve Fund is more flexible than a Stabilization Fund as
funds may be appropriated by affirmative vote of the School Committee and Select Board at any
point during the fiscal year. Given current challenges at the School Department, this budget
recommends establishing a SPED Reserve Fund and appropriating $750,000 of Free Cash into
said fund to be used for unanticipated special education expenses that arise during FY2024.
This is a continuing balance fund and any unspent appropriation will carry forward into future
fiscal years.
• Health Department Organizational Change - In FY2022 the Town Manager conducted an
organizational study of the Municipal department structure. A primary recommendation of that
study was to separate the Health Department from Land Use, Health & Development to a
stand-alone department. The study further recommended that the Health Director position
being upgraded to a member of the Senior Management team. This change is reflected in the
FY2024 proposed budget, under Section VIII, Program 6500. The Land Use Health &
Development Department has been renamed the Land Use Housing & Development
Department.
• Unallocated Revenues - In planning the proposed operating and capital budget, there are
unknowns in revenue projections (e.g., State Aid), proposed operating budgets (e.g., employee
benefits/health insurance), certain capital project estimates, as well as potentially competing
priorities of the Select Board, School Committee and the financial committees. This preliminary
budget provides $750,000 in unallocated funds (Free Cash) that can be directed towards any of
these purposes during the review and vetting process.
iv
Select Board Priorities
This preliminary FY2024 budget is responsive to many of the priorities identified by the Select Board
during its annual goal-setting meetings, and in response to needs arising throughout the year,
including:
• Sustainability: Departments have continued to implement the Select Board's electric vehicle
policy, and have factored increased costs into planned vehicle purchases for the Facilities, Public
Works and Police Departments.
• Solar Canopies: In FY2023, Town Meeting approved the debt authorization for the
construction of a new Police Station at 1575 Massachusetts Avenue. This budget recommends
the addition of solar canopies over the Municipal Parking lot behind the new Police Station and
Cary Memorial Building. The Town will own the solar panels and expects to generate enough
electricity to offset the energy expenses of the new Police Station.
• Capital Improvement Planning: From 2020-2021 the Department of Public Facilities (DPF)
conducted an evaluation of the Town's building-related capital assets. This study produced a
detailed report on the current condition of DPF assets, including a 20-year Master Plan and
schedule for renovating or replacing all town buildings and related systems. The FY2024 budget
includes preliminary steps to address priorities in this long term plan such as site study for the
East Lexington Fire Station and preliminary design and engineering work for the Stone Building
and 173 Bedford St. This budget also continues to plan for a large-scale reconstruction or
renovation of Lexington High School in the next 3-5 years.
• Maintain Public Access Television: This budget includes a partial funding of the LexMedia
contract from the tax levy. As local subscriptions to cable television continue to decline,
revenues to the Town's PEG Access Fund have declined. Projections indicate that continuation
of Public Access Television will no longer be possible without General Fund support. This budget
allocates $100,000 of tax levy support to maintain current levels of service. This amount of
General Fund support is expected to increase in future budget cycles.
• Pedestrian, Bicycle and Vehicle Safety on Town Roads: Overall, $5,108,312 is
recommended for the construction of new Sidewalks; existing Sidewalk Improvements; and
Street Improvements.
• Fiscal Stability: This budget implements fiscal guidelines discussed above to dedicate a
portion of the tax levy to the CSF to align with long-term capital spending, and to the
Retirement Fund to continue to address the Town's unfunded liabilities.
v
Budget Highlights
This document includes General Fund operating budgets, the Capital budget, Enterprise Fund budgets
and proposed Community Preservation Act funded projects.
A comparison of the FY2023 appropriated budget to the FY2024 recommended General Fund budget is
shown below.
Table 1 FY2024
FY2023 Recommended 0/0
Appropriated Budget $ Change Change
Lexington Public Schools $ 128,254,447 $ 133,238,358 $ 4,983,911 3.9 %
Minuteman High School $ 3,223,898 $ 3,505,042 $ 281,144 8.7 %
Shared Expenses $ 65,846,454 $ 68,525,440 $ 2,678,985 4.1 %
Municipal Departments $ 44,812,553 $ 46,934,383 $ 2,121,830 4.7 %
Cash Capital-Tax Levy and $ 14,251,037 $ 15,078,033 $ 826,997 5.8 %
Available Funds
Other* $ 8,057,163 $ 6,169,533 $ 1,887,630 23.4 %
Total - General Fund Only $264,445,552 $ 273,450,788 $9,0051,235 3.4
*Other captures Unallocated revenue,contributions to the Capital Stabilization and OPEB Trust Funds, and
various other expenses.
PreliminaryBudget and Plan
To facilitate review of this document, some of the salient aspects of this budget are highlighted below:
1. FY2024 Projected Revenues
• Revenue Projections(Section ll) - General Fund operating revenues are projected to
increase by $9,005,235 or 3.4% over FY2023 estimated revenues. Lexington's projected and
actual revenue growth for prior years is shown below:
Projected Actual Projected Actual
FY2024 3.4% FY2018 4.6% 6.6%
FY2023 3.9% FY2017 2.8% 3.3%
FY2022 7.0% 7.2% FY2016 4.2% 6.8%
FY2021 3.6% 2.5% FY2015 3.6% 2.6%
FY2020 3.5% 3.4% FY2014 6.9% 9.4%
FY2019 3.6% j 3.6% FY2013 4.7% j 4.701/nw
• Revenue Allocation Model- Each year, the Town Manager recommends the allocation of
projected revenues that can be applied to fund the operating budget in the next fiscal year.
This model was developed in 2006 by the Town Manager, Assistant Town Manager for
Finance and Superintendent of Schools and is reviewed annually. The FY2024 model was
reviewed by the Select Board, financial committees and School Committee at Financial Summit
III, and was subsequently updated in January 2023 to allocate an additional $484,828 in
revenue between the Town and School. The final model projected $6.73 million in net new
revenue to be allocated, which represents a 3.9% increase compared to budgeted amounts
from the prior year.
vi
The amounts shown in this Preliminary Budget and Financing Plan represent the Town
Manager's recommended FY2024 budget for municipal operations and Superintendent of
School's recommended FY2024 budget, inclusive of benefits for new employees. The
Superintendent's budget is pending review and adoption by the School Committee. All
budgets are pending review and adoption by the Select Board.
• New Revenue: Refuse Collection Revolving Fund - This Preliminary Budget proposes
implementing a fee for collection and disposal of bulky items and white goods. In prior years,
collection and disposal of these large items was included in the Town's Refuse Collection
budget with regular curbside collection at no additional cost to the user. However, the
proposed increase for refuse collection and disposal in FY2024 is extraordinary and
necessitates a change in services. Creating a Refuse Collection Revolving Fund will allow
the Town to pass-through the collection and disposal expense for large items to the user.
Fees would be set a level that would cover the Town's contracted expense, plus a small
administrative fee. The final refuse and recycling collection contract is under negotiation and
will be determined in the coming weeks. The budget for the new Refuse Collection Revolving
Fund can be found in Section V: Program 3400 - Environmental Services.
• Future Revenue Considerations- While not included in this preliminary Budget, staff and
the Select Board continue to examine options for creating a Stormwater Enterprise Fund
to be funded by a Stormwater Management Fee. The Town is expending approximately
$2,500,000 annually as part of the capital and operating budgets to improve and maintain
drainage townwide, to comply with its National Pollution Discharge Elimination system
(NPDES) permit, and manage the stormwater regulations, in addition to over 1.5 FTE of
Engineering staff time. Stormwater management is an important local, state and national
concern. While Lexington's NPDES permit was based on the original 2003 issuance,
regulation levels have increased and we are now under new EPA regulations which are much
more prescriptive and stringent. Capital and operating budget impacts will increase as the
NPDES permit continues and our infrastructure continues to age. In anticipation of this
mandated program and the ever-increasing costs of managing stormwater, a number of
municipalities nationwide have instituted a Stormwater Management Fee, including at least 21
in Massachusetts. Over the last several years, staff have presented the Select Board with a
preliminary framework, fee options, and implementation timeline for a new Stormwater
Enterprise Fund. The Town expects to seek public input on the framework and further refine
plans over the coming months, and intends to have a recommendation prepared for the 2023
Fall Special Town Meeting.
2. Departmental Budget Summary
a. Section III of this document reflects the School Department operating budget proposed by
the Superintendent of Schools summarized in the table shown below:
FY2024
Superintendent's
FY2023 Recommended 0/0
Lexington Public Schools Appropriation Budget $ Change Change
Compensation/Expenses $ 128,254,447 $ 133,238,358 $ 4,983,911 3.89%
The Superintendent's proposed budget, presented to the School Committee on
January 3, 2023, can be found on the School Department Website athttps://
sites.googIe.com/lexingtonma.org/ips-finance-and-operations/fy-24-budget
vi i
b. Section IV of this document includes all Shared Expenses. Overall, Shared Expenses are
increasing by $2,678,985 or 4.1%.
A summary table of Shared Expenses is shown below:
FY2024
FY2023 Recommended 0/0
Shared Expenses Appropriated Budget $ Change Change
Contributory Retirement $ 9,219,250 $ 9,984,800 $ 765,550 8.30 %
Employee Benefits $ 32,743,388 $ 34,707,101 $ 1,963,712 6.00 %
Unemployment $ 200,000 $ 200,000 $ — — %
Workers Compensation $ 625,000 $ 500,000 $ (125fOOO) (20.00) %
Property & Liability Insurance $ 895,000 $ 992,000 $ 97,000 10.84 %
Uninsured Losses $ 200,000 $ 200.1000 $ — — %
Solar Producer Payments $ 390,000 $ 390,000 $ — — %
Within-Levy Debt Service* $ 7,254,509 $ 6,851,036 $ (403f 473) (5.56) %
Reserve Fund $ 1,250,000 $ 750,000 $ (500f 000) (40.00) %
Facilities Department $ 13,069,307 $ 13,950,503 $ 881,196 6.74 %
Total $ 65,846,454 $ 68,525,440 j$ 2,678,985 j 4.07 O/ol
*This is gross within-levy debt service,excluding any use of the Capital Stabilization Fund and other reserve
accounts.
c. Sections V to X of this document include the recommended budgets for each municipal
department. Municipal department managers initially submit level-service budget requests. A
level-service budget is defined as the funds necessary to replicate the current level of services
provided and to meet all legal requirements, including collective bargaining requirements and
State or federal mandates. Any increases proposed beyond level-service are shown in each
departmental budget as Program Improvement Requests (PIRs) submitted by the Department
manager for evaluation by the Town Manager. A table of requested Program Improvements
Requests can be found in the Appendix, located in Section XII of this document.
The FY2024 budget presented multiple challenges as noted in the Town Manager's Report,
and therefore only critical or mandated PIR's are recommended in the FY2024 municipal
department budgets. Further, the Town Manager has recommended minor reductions to
department budgets in other areas to allow for funding these critical or mandated changes.
These reductions are also reflected in the Manager's Add/Delete column.
1. Providing enhanced administrative support to the Human Resources Office by upgrading
the Administrative Assistant position from 19 to 35 hours per week ($44,727);
2. Supporting local access cable TV; $ $100,000 of supplemental funding will be provided
through the General Fund due to declining PEG revenues;
3. Hiring a part-time Sealer of Weights and Measurers at 18 hours a week shared with the
Town of Burlington. This is a mandated service that the State will no longer be providing
and therefore must be assumed by the municipality ($15,000);
4. Supporting a Classification and Compensations Study ($30,000) for the Lexington
Municipal Management Association, Municipal Employees Association and the Town's
Non-Represented employees. This is a one-time expense that will be funded from Free
Cash.
5. The Tour Services Coordinator position will promote Lexington's tourism programs and
tour offerings to the local, national, and international hospitality community to increase
revenue and visitorship. As opposed to the part-time Liberty Ride Coordinator position,
viii
the full-time Tour Service Coordinator position would oversee all tour services that
Lexington offers- Battle Green Walking Tours, Liberty Ride, and Charter Tours. This
position has been vacant since the beginning of the pandemic and will be fully funded by
the Tourism Revolving Fund at ($76,817). including benefits.
6. Upgrading two Heavy Equipment Operator Positions to Leadman Positions ($12,174)
which will be funded by the Water and Wastewater Enterprise Funds ($6,087 from each
fund).
The following table provides a summary of the FY2023 to FY2024 municipal department
budget requests, as adjusted and recommended by the Town Manager:
FY2024
FY2023 Recommended 0/0
Municipal Budgets* Appropriated Budget $ Change Change
Public Works $ 11,968,145 $ 12,738,509 $ 770,364 6%
Police $ 8,265,377 $ 9,051,330 $ 785,953 10%
Fire $ 8,068,468 $ 8,120,441 $ 51,973 1%
Library $ 3,336,219 $ 3,380,320 $ 44,101 1%
Human Services $ 1,527,421 $ 1,561,698 $ 34,277 2%
Health $ 457,870 $ 527,313 $ 69,443 15%
.............................
Land Use Departments $ 2,334,743 $ 2,383,716 $ 48,973 2%
Select Board $ 1,298,802 $ 1,334,327 $ 35,526 3%
Town Manager $ 1,305,971 $ 1,416,624 $ 110,653 8%
Salary Adjustment Account $ 826,422 $ 725,300 $ (101,122) (12)%
Town Committees $ 70,160 $ 66,208 $ (3,952) (6)%
Finance $ 2,058,151 $ 2,115,172 $ 57,021 3%
Town Clerk $ 627,297 $ 597,360 $ (29,937) (5)%
Innovation &Technology $ 2,667,509 $ 2,918,565 $ 251,057 9%
Total $ 44,812,553 $ 46,936,883 $ 2,124,330 5%
* Health is newly separated from the Land Use Departments and will function as a separate Town
department beginning in FY2024.
pp p
Proposed A ro riations Into Reserves/Trust Funds
The Town maintains a variety of reserve funds. This includes stabilization funds that can be used to
balance the budget in times of economic downturn or volatility, (General Stabilization Fund, SPED
Stabilization Fund); Specialized Stabilization funds that can be used for specific purposes (Capital
Stabilization Fund); OPEB and Pension funds to cover future liabilities, and a General Fund reserve
($750,000) which is set aside in the operating budget for extraordinary and unforeseen expenses
within the fiscal year and can be allocated at the recommendation of the Appropriation Committee.
Special Education Reserve Fund - As discussed above, this Preliminary Recommended Budget
proposes to create a new Special Education Reserve Fund to set aside $750,,000 for unexpected
expenses related to special education, out-of-district tuition or transportation. This funding can be
allocated at the recommendation of the School Committee and the Select Board at any point during the
fiscal year. Unspent funds will carry forward into future fiscal years.
ix
As in prior years, the proposed budget includes recommendations to increase certain reserves/trusts
that are for targeted purposes. The table below presents the current balance of our larger reserve
funds:
Special Other Post
General Education Employment Capital
Reserve Fund Stabilization Stabilization Benefits(OPEB) Stabilization
Balance as of $10,2721398 $664,170 $22,417,134 $21,985,362
December 311 2022
OPEB Trust Fund - The purpose of this Trust fund is to continue to fund the Town's Retiree Health
Insurance Liability. The Town's most recent actuarial valuation calculated the net OPEB liability to be
approximately $242 million.
Recent Appropriations into the Other Post Employment Benefits (OPEB)Trust Fund
FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024
Appropriated Appropriated Appropriated Appropriated Appropriated Appropriated Recommended
$1,842,895 $1,842,895 $1,885,486 $750,000 $1,885,486 $1,935,486 $1,985,486
Capital Stabilization Fund (CSF) - The Town has recently completed a number of significant capital
projects, including a new Hastings Elementary School, a new facility for the Lexington Children's Place
(LCP), a new Fire Station Headquarters, a new Visitors Center, and the Center Streetscape project. In
addition, construction is underway for a new Police Station. Finally, Town Meeting approved funding
for a feasibility study for renovating or reconstructing Lexington High School at the 2022-2 Special
Town Meeting.
A key aspect for funding these projects has been to set aside one-time revenues to build the Capital
Stabilization Fund (CSF) and then use a portion of the CSF in future budgets to materially reduce the
property tax impact of these projects on taxpayers. This approach has generated healthy balances in
the CSF, which have been successfully used to mitigate the impact of the Hastings School, LCP, Fire
Headquarters, and Police Station. A Fiscal Guideline Working Group was formed to review this
approach and propose updates, which resulted in a new fiscal framework for the CSF.
At the fiscal summits in 2021, policy makers endorsed a new fiscal framework to dedicate to the CSF
the new tax levy growth generated from projects approved at Town Meeting for a Preliminary Site
Development and Use Plan (PSDUP), as well as for many of the new projects approved under the
revised zoning on Hartwell Avenue. The amounts dedicated to the CSF are expected to grow
significantly over the next few years. The initial FY2024 set aside of$1,733,137 can be found in Table
1A of the Revenue section. That amount is expected to increase once FY2024 new levy growth is
calculated; Fall 2023 Special Town Meeting will be asked to transfer that further amount to the CSF.
The accumulated CSF balance will be available to either mitigate annual increases in debt service, or
fund projects with cash. Once new exempt debt for the high school comes due, the ongoing annual
revenue stream can be diverted to cover part of the debt service payments. Each of those approaches
allows for flexibility in capital planning and reduces dramatic impacts to taxpayers from a high school
construction project. In addition, one-time revenues will continue to be dedicated to the CSF, as
available during the annual budget process.
x
Below is a history use of the Capital Stabilization Fund to mitigate the property tax impact of the
projects noted above, as well as the two middle school additions/renovations and the elementary
school modular classrooms approved by the voters in May 2016.
FY2024
FY2020 FY2021 FY2023 Proposed
Capital Stabilization Fund (CSF) Appropriated Appropriated FY2022 Actual Appropriated Allocation
Appropriated One-Time Sources for CSF $ 2,269,456 $ — $ 3,730,836 $ 3,784,689 $ —
Dedicated Tax Levy Growth for CSF $ — $ — $ 571138 $ 1,733,137 $ 1,733,137
Prior Year Balance $ 27,727,713 $ 25,229,254 $ 20,674,058 $ 21,730,961 $ 26,448,787
Investment Income $ 432,085 $ 44,804 $ 68,929 $ — TBD
Subtotal -Available for Appropriation J$ 30,429,254 J$ 25,274,058 J$ 24,530,961 J$ 27,248,787 $ 28,181,924
Appropriation From Stabilization Fund
Excluded Debt Service Tax Relief $ 5,200,000 $ 4,6001000 $ 2,800,000 $ 800#000 $ 500,000
Within Levy Debt Service $ — $ — $ — $ — $ —
Subtotal $ 5,200,000 $ 4,600,000 $ 2,800,000 $ 8001000 $ 500,000
Projected Balance of Fund $ 25,229,254 $ 20 f674,058 $ 21,730,961 $ 26,448,787 $ 27,681,924
Capital Budget Section XI
The proposed capital budget continues to make important progress in addressing the Town's list of
planned capital projects. The capital budget recommendations include $42 million for a variety of
capital projects for FY2024.
Capital Requests Summary
Other
Free Cash/ Funding
Tax Levy Sources Debt Total Other**
General Fund $ 14,878,348 $ — $ 7,309,159 $ 22,187,507 $Excluded Debt Projects $ — $ — $ — $ — $ —
Other Funding &Chapter 90 $ — $ 199,685 $ — $ 199,685 $ 990,428
Water Enterprise $ — $ 1,375,000 $ 2,909,580 $ 4,284,580 $ —
Sewer Enterprise $ — $ 1,115,404 $ — $ 1,115,404 $ —
Recreation Enterprise $ — $ 309,000 $ — $ 309,000 $ —
Community Preservation Act* $ — $ 11,984,010 $ 2,000,000 $ 13,984,010 $Funds) —
Total (all . . . . 1 . 1.1 186 1
*Includes both Town and non-Town CPA funded projects. In FY2024 a total of$9,042,335 of non-Town projects are requested.
**Other represents Chapter 90 Aid for street improvements. This item does not require a Town Meeting appropriation.
In 2021, the Department of Public Facilities (DPF) completed an evaluation of the Town's building-
related capital assets. This study produced a detailed report on the current condition of DPF assets,
including a 20-year Master Plan and schedule for renovating or replacing all town buildings and related
systems. The existing conditions of Town and School buildings were presented at joint Summit
meetings in the Spring of 2022, and Town staff and policy makers are continuing discussions on long-
term planning and priorities.
A
The FY2024 budget includes preliminary steps to address priorities in this long term plan such as a site
study for the East Lexington Fire Station and preliminary design and engineering work for the Stone
Building and 173 Bedford St. The Town and School departments also continue to move forward with
planning for a new or renovated Lexington High School. No funding for that project is requested in
FY2024, but additional appropriations for design and construction are expected in the the next 3-5
years.
Other large or notable projects for FY2024 are highlighted below. The Town's full FY2024 Capital Plan
and additional information on these projects may be found in Section XI: Capital Investment of this
Preliminary Budget.
• Solar Canopy &System - New Police Station - This request for $3,,400,,000 will fund the
purchase and installation of photovoltaic panels at the new Police Station site, utilizing a
combination of both rooftop and canopy arrays over the parking area. The proposed canopies will
be designed to fit into the Historic District downtown landscape. The Town will own the panels and
the goal of the solar array is to generate enough power to allow the Police Station to operate as
Net Zero.
• New Sidewalk Installations (Hill Street) - This request for $1,,620,,000 will fund the
survey, design and installation of new sidewalks in various locations throughout the Town. The
request for FY2024 is for design and construction of a sidewalk on Cedar Street, in it's entirety,
including a roundabout at Paul Revere and Hill Street.
• Bedford St. and Hartwell Ave. Long-Range Transportation Improvements - This
request for $1,,750,,000 is to complete the 25% design related to a future capital project for
improvements to Route 4/225 (Bedford Street/Hartwell Avenue), including the "jug-handle"
intersection. Lexington will partner with the State on this construction project, and funding this
design is critical to keeping Lexington's place for this project on the State's Long Range
Transportation Plan (LRTP) for the 2030-2034 time band. The project aims to create a complete
street for vehicles, pedestrians, and cyclists by widening Route 4/225, adjusting the
intersection, and adding pedestrian and transit facilities.
• Lincoln Park Field Improvements - This FY2024 request for $3,,391,,500 is to begin
construction and preparation to replace the three athletic fields at Lincoln Park, as well as
construction of lighting at Lincoln Fields 1 and 3. The fields are approaching the end of their
lifespans and must be replaced if safe and anticipated use is to continue. These improvements
will allow for increased usage of the fields, alleviating the shortage of available hours the
Recreation Department now experiences. This project will be funded from Community
Preservation Funds and the Tax Levy.
• Lead and Copper Program - The Department of Environmental Protection (DEP) recently
revised the lead and copper rule requiring communities to inventory and replace lead service
water lines. This $4,,209.,580 funding request is to provide consulting services to develop the
inventory, bid specifications, and hire a contractor to perform the replacement work. This
project will be funded from the Water Enterprise Fund and may qualify for a zero interest loan
from MWRA.
xi i
Policy Issues
This has been a particularly challenging budget year as there is a limited amount of resources to be
allocated and the Town has set aggressive guidelines for addressing our long-term capital needs and
funding of the Town's long-term liabilities. Policy items to be reaffirmed or addressed by the Select
Board in finalizing this preliminary budget include:
• Dedicate New Tax Levy Growth to the Capital Stabilization Fund (CSF) - Whether to
support the future transfers of new tax levy growth into the CSF. The FY2024 recommended
transfer is $1,733,137. This amount is expected to grow in future years as new projects are
completed. The contributions and future dedicated revenues are anticipated to be applied in
future budgets to offset the debt service from the renovation or reconstruction of Lexington
High School.
• Dedicate New Tax Levy Growth to the Retirement Fund - As discussed in the Budget
Overview, $1.06M in unanticipated new tax revenue was dedicated to the Town's Retirement
Fund for FY2023. This budget proposes to continue dedicating this ongoing revenue to the
Retirement Fund in FY2024, plus the incremental growth of 2.5%. The Board should consider
whether to continue setting-aside this funding in future budget cycles, in which case it may be
built into the retirement funding schedule.
• Appropriate into the Special Education Stabilization Fund - Whether to appropriate
$500,000 from Free Cash into the Special Education Stabilization Fund for future unanticipated
or extraordinary expenses in Special Education. As discussed above this is equal the
appropriated, unexpended amount of SPED Stabilization funds returned to Free Cash at the end
of FY2022.
• Establish and Appropriate into Special Education (SPED) Reserve Fund - Whether to
create and appropriate $750,000 into a Special Education Reserve Fund. This Reserve Fund
would supplement the existing SPED Stabilization Fund and may be utilized by affirmative vote
of the School Committee and Select Board for unanticipated special education expenses that
arise during FY2024. A greater amount of Free Cash is available for appropriation in FY2024 due
to a $2.6 million turn-back from the school circuit breaker.
• Expand Use of Cash Capital (Free Cash and Tax Levy) - For FY2024, a total of $11,265,007
in Free Cash is recommended to fund capital items with cash rather than by issuing debt,
thereby reducing future debt service expenses. Further, this budget proposes to allocate
$700,000 of tax levy to support ongoing capital programs. This amount is available due to the
decreasing amount of debt service in FY2024 compared to FY2023. Beginning to fund part of
the Town's ongoing capital programs with tax levy will allow the town to maintain its assets if
lower amounts of Free Cash are available in future years.
• Appropriate from the Capital Stabilization Fund for Excluded Debt Service - Whether
to appropriate $500,000 from the Capital Stabilization Fund to mitigate excluded debt service.
Original projections for FY2024 did not indicate using the CSF to mitigate Exempt debt for
FY2024, and projected using $500,000 in FY2025 to mitigate the impact of the Police Station
construction project. The current interest rate environment and recommendation of our
financial advisors is to accelerate the issuance of a bond for the Police Station into February
2023. Accordingly, the draw from the CSF to mitigate this debt service is also accelerated by
one year into FY2024. This recommendation is consistent with previous discussions at Financial
Summits to offset the impact of excluded debt on the taxpayers.
xiii
• Appropriate into the Other Post-Employment Benefits (OPEB) Trust Fund - Whether to
support the appropriation of $1,985,486 into the OPEB Trust Fund. This amount is comprised
of $1,739,721 from free cash, $240,000 made available from the Health Insurance Claims Trust
Fund, and $5,765 from Enterprise Funds. FY2024 is the last year the Health Claims Trust
funding will be available as the fund will be fully drawn-down after this last appropriation of
$240,000. This amount has decreased compared to the $750,000 contribution from the Health
Claims Trust over the last several years. This budget proposes to maintain the same funding
level as in prior years with the difference being funded from Free Cash.
• Unallocated Revenues for Contingencies - The recommended budget includes $750,000 in
unallocated revenues sourced from Free Cash which is a one-time revenue source and can be
allocated if needed for three primary purposes:
1. To balance the budget if State Aid is less than projected. The Legislature will likely not
approve the FY2024 State budget until after the conclusion of Town Meeting;
2. To fund programs, services, capital projects or reserves not currently proposed in this
Preliminary Budget; and/or
3. To balance the budget if the GIC health insurance premiums are greater than estimated.
The Town's health insurance rates, as established by the Group Insurance Commission
(GIC), will not be known until early March. Since the GIC is currently re-procuring its plans,
and there are known mergers and cancellations, there is considerably more uncertainty than
usual.
• Reduce/Eliminate the Use of Free Cash to balance the General Fund Operating
Budget - The Government Finance Officers Association (GFOA) recommends against using
non-recurring revenues to balance the operating budget. The Town had used Free Cash to
support operations for many years, and in FY2019, Lexington used $3.74 million of free cash
(non-recurring revenues) to balance the General Fund operating budget. The Town Manager
implemented a phase-out of this practice over a 5-year period which was subsequently
completed in FY2023. As currently proposed, the FY2024 budget includes using $395,272 from
free cash to support operations, directly related to the large increase in curbside sanitation
collection. This is a one-time use of free cash and will not be included in the municipal budget in
FY2025.
Additional policy considerations to be discussed either during finalization of the FY2024 budget, or in
anticipation of future budgets, include the following:
• Establishing a Stormwater Enterprise Fund - As discussed in greater detail above, Town
staff have been working for the past several years on a proposal to create a Stormwater
Enterprise Fund. This is proposed to go before Town Meeting in the Fall of 2023, but will not
have a budgetary impact until the FY2025 budget. The Select Board is currently considering
methods of mitigating the impact of the new stormwater fee on taxpayers through an in-kind
reduction in property taxes for costs that are transferred from the General Fund to the
Stormwater Enterprise Fund.
xiv
Budget Schedule
This is a comprehensive budget, including both the Town Manager's recommendations and the
Superintendent of School's proposed budget. In keeping with the schedule established by the Select
Board, the remaining FY2024 budget dates are proposed to be the following:
• January 30, 2023 - Summit IV to review this Preliminary budget;
• February 13, 2023 - Select Board to vote recommended FY2024 budget;
• February 17, 2023 - The recommended budget will be forwarded, electronically, to the
Appropriation Committee, Capital Expenditures Committee and Town Meeting Members.
Printed copies to follow the week of March 6tn.
• March 20, 2023 - Town Meeting begins and may consider financial articles.
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Section I Budget Overview Town of Lexin tonLexington, MA
Summary of Revenues and Expenditures
The summary below shows revenues & expenditures for the Town of Lexington for FY2021-FY2024. It
reflects actual results of FY2021 and FY2022, FY2023 estimated revenues and budgeted expenditures
submitted to the Department of Revenue for the certification of the FY2023 tax rate, and the budget
recommendations of the Town Manager and School Superintendent for FY2024 budget and projected
revenues to support those recommendations.
FY2021 FY2022 FY2023 FY2024
Revenue Summary Actual Actual Recap Projected
Tax Levy $ 194,329,878 $ 204,228,739 $ 216,187,220 $ 224,625,572
State Aid $ 16,221,363 $ 16,683,885 $ 17,056,598 $ 17,295,204
Local Receipts $ 15,358,065 $ 16,714,478 $ 13,835,445 $ 14,569,104
Available Funds $ 11,805,351 $ 17,825,379 $ 17,463,018 $ 17,409,426
Revenue Offsets $ (11773,854) $ (11971,196) $ (11902,341) $ (21342,585)
Enterprise Funds (Indirect) $ 11749,435 $ 11432,356 $ 1,805,613 $ 1,894,067
Total General Fund $ 237,690,239 $ 254,913,641 $ 264,445,552 $ 273,450,788
General Fund Expenditure Summary
Education
Lexington Public Schools $ 114,464,314 $ 120,636,545 $ 128,254,447 $ 133,238,358
Minuteman Regional School $ 2,863,147 $ 3,130,038 $ 3,223,898 $ 3,505,042
Subtotal Education $ 117,327,461 $ 123,766,583 $ 131,478,345 $ 136,743,400
Municipal Departments $ 39,481,849 $ 41,023,558 $ 44,812,553 $ 46,934,383
Shared Expenses
Benefits &Insurance $ 35,996,400 $ 37,832,472 $ 42,787,638 $ 45,391,901
Property Insurance &Solar $ 1,4081990 $ 11440,965 $ 1,485,000 $ 1,582,000
Debt (within-levy) $ 10,237,538 $ 10,364,264 $ 7,254,509 $ 6,851,036
Reserve Fund $ — $ — $ 1,250,000 $ 750,000
Facilities $ 11,141,011 $ 12,183,930 $ 13,069,307 $ 13,950,503
Subtotal Shared Expenses $ 581 783,939 $ 611 821,631 $ 65,846,454 $ 68,525,439
Capital
Cash Capital (designated) $ 7,812,019 $ 10,136,491 $ 14,251,037 $ 15,078,033
Subtotal Capital $ 71812,019 $ 10,136,491 $ 14,2511 037 $ 15,078,033
Other
Other (allocated) $ 1,368,916 $ 6,541,910 $ 8,057,163 $ 5,419,533
Other (unallocated) $ — $ — $ — $ 750,000
Subtotal Other $ 1,368,916 $ 61541,910 $ 81057,163 $ 6,169,533
Total General Fund $ 224,774,184 $ 243,290,173 $ 264,445,552 $ 273,450,788
General Fund Surplus/(Deficit) $ 12,9161,055 $ 11,623,468 $ — $ —
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
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1
Section II: Revenues
This section includes detailed information about FY2024 Projected Revenues. It includes:
• General Fund Revenue Description II-2
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
II-1
Section II Revenues Town of Lexington, Massachusetts
The summary below presents Total General Fund Operating Revenues and Net General Fund Revenues.
General Fund Operating Revenues include all revenues projected as available for use in FY2024.
• Total General Fund Operating Revenues are from annually recurring and non-recurring sources,
including transfers from special revenue funds, Specialized Stabilization Funds, and the Health
Claims Trust Fund.
• Net General Fund Revenues are Total General Fund Revenues less revenues recommended to
be set-aside to fund designated expenses.
In FY2024, Total General Fund Operating Revenues are projected to increase by approximately $9.01
million, or 3.4%. Net General Fund Revenues, those available to support school and municipal
operating budgets, are projected to increase by $7.96 million, or 3.3%.
FY2021 FY2022 FY2023 FY2024 FY2023-24 Change
General Fund Revenue Summary Actual Actual Recap Projected $ 0/0
Property Tax Levy(Table 1) $ 194,329,878 $ 204,171,601 $ 213,394,083 $ 221,805,935 $ 81411,851 3.94%
Tax Levy Dedicated to Capital $ — $ 571138 $ 1,733,137 $ 1,733,137 $ — —%
Stabilization Fund
Tax Levy Dedicated to Pension Fund $ — $ — $ 1,060,000 $ 1,086,500 $ 26,500 2.50%
Total Property Tax Levy $194,329,878 $204,228,739 $216,187,220 $224,625,572 $ 81405,502 3.89%
State Aid (Table 2) $ 16,221,363 $ 16,683,885 $ 17,056,598 $ 17,295,204 $ 238,606 1.40%
Local Receipts(Table 3) $ 15,358,065 $ 16,714,478 $ 13,835,445 $ 14,569,104 $ 733,659 5.30%
Available Funds(Table 4) $ 11,805,351 $ 17,825,379 $ 17,463,018 $ 17,409,426 $ (53,592) (0.31)%
Revenue Offsets(Table 5) $ (11773,854) $ (1,971,196) $ (1,9021341) $ (2,342,585) $ (440,244) 23.14%
Enterprise Receipts(Table 6) $ 11749,435 $ 11432,356 $ 1,805,613 $ L894,067 $ 88,454 4.90%
Total General Fund Operating $237,690,239 $254,913,641 $264,445,553 $2731450,788 $ 91005,235 3.41%
Revenues
Less-Revenues Set-Aside for $ 91180,935 $ 15,038,401 $ 20,198,797 $ 21,247,566 $ 11048,769 5.19%
Designated Purposes
[Net General Fund Revenues 1$228,509,304 1$239,875,240 1$244,246,7561$252,203,222 $ 7,956,467 1 3.26%
Detailed Description:
Property Tax Levy: The FY2024 property tax levy is projected to increase approximately $8.41
million, or 3.9%. The projected levy is a function of the FY2023 levy limit increased by 2.5% per
Proposition 21/2, plus an increment for new growth. FY2024 new growth will be a function of
construction activity for the period July 1, 2022 to June 30, 2023. FY2024 new growth is estimated at
$3,000,000 based on a review of historical data on new growth.
Tax Levy Dedicated to Capital Stabilization Fund: In Fall 2021 the Town Manager proposed a
new fiscal guideline, a Capital Stabilization Framework, to prepare for future capital projects. Beginning
in FY2022, new levy growth generated from specified commercial and industrial development will be
dedicated to the Capital Stabilization Fund (CSF) rather than becoming general revenue for the town's
operating budget. Projects include those with a Preliminary Site Development and Use Plan (PSDUP)
approved by Town Meeting, or those eligible for development due to new zoning changes on Hartwell
Ave. This framework will reserve levy capacity to absorb a sudden increase in debt service for large
capital projects such as a high school construction project in future years. The set-aside funds can also
be applied in future years to mitigate exempt debt service created by those capital projects. A list of
properties currently subject to this guideline is available in Table 1A.
Tax Levy Dedicated to Retirement Fund: In FY2023 Takeda, a large pharmaceutical company in
Lexington changed its tax strategy to no-longer claim a personal property tax exemption. This resulted
in $1.06M in unanticipated new tax revenue. This new revenue was dedicated to the Town's
Retirement Fund for FY2023 via a supplemental appropriation at the Fall 2022 STM-2. This budget
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
II-2
Section II Revenues Town of Lexington, Massachusetts
proposes to continue dedicating this ongoing revenue to the Retirement Fund in FY2024, plus the
incremental growth of 2.5% for a total of$9,984,800 . Continuing to allocate this revenue to the
Retirement Fund in future years will allow the Town to maintain it's the current funding schedule and
reach full-funding in FY2030.
State Aid: In recent years the Town has received minimal increases in State Aid. This trend is
expected to continue in FY2024 and this budget is projecting an overall increase of 1.40%. The State
is still developing its FY2024 budget, and the Governor's initial FY2024 State aid numbers are not
expected until later in January 2023. Final figure are likely to be known in June 2023 when the
Legislature adopts, and the Governor signs, the FY2024 State budget.
Local Receipts: FY2024 projections for each category of receipt are based on the history of actual
collections and projections of 3 and 5 year historical averages, with some adjustments to specific
categories due to the pandemic, such as Other Excise - Meals and Hotel/Motel. FY2024 local receipts
are estimated to increase by approximately $733,659 or 5.30% over FY2023 estimates, which were
adjusted downward due to pandemic recovery. The main contributors to this growth are Other Excise
which are now trending close to pre-pandemic levels, and an increase in revenues for permits,
particularly building permits which will benefit from commercial and residential growth.
Available Funds: Available Funds are projected to remain relatively stable, with a decrease of
$(53,592). or (0.31)%. FY2024 reflects a decrease in two ongoing available funds that supported
operations in prior years. First, the transfer of $240,000 from the Health Claims Trust Fund to fund the
Town's Other Post Employment Benefit Fund is down compared to $750,000 in FY2023. This transfer
represents the remaining balance in the Health Claims Trust Fund. Second, the transfer from the PEG
Access Fund is decreasing due to a decline in cable franchise fees as residents move from cable to
streaming platforms. The Select Board has committed to funding Public Access television, and this
decreasing transfer from the PEG Access Fund represents the amount of General Fund support for this
service.
The decrease in available funds is partly offset by a projected increase in Free Cash, and a $100,000
transfer from the Parking Meter Fund. Free Cash is currently estimated and is under review by the
Department of Revenue. Staff expect a Free Cash to be certified before the final Recommended
Budget is published. The balance of the Parking Meter Fund has decreased significantly in the last
three years due to the temporary cessation of parking meter enforcement to support businesses and
less traffic during the pandemic and Center Streetscape project. The Town has recently started to
enforce parking fees which will rebuild the balance in the Parking Fund.
Consistent with prior years, FY2024 Available Funds includes a transfer of$171,000 from the
Transportation Demand Management Stabilization Fund to finance the Lexpress service and the Town's
contribution to the REV Shuttle.
Revenue Offsets: Revenue Offsets are projected to increase by approximately $440,244 or 23.14%.
Revenue Offsets represent the set-aside of a portion of projected revenues legally required for
particular purposes including:
(1) the component of state aid (Public Library aid reimbursement) that is distributed as Cherry
Sheet aid, but, in fact, is a categorical grant that is not available to support General Fund
operations;
(2) cherry sheet assessments - estimated charges to be levied by the Commonwealth to cover the
costs of state and regional services provided to the Town, based on updated projections
issued alongside the Governor's budget;
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
II-3
Section II Revenues Town of Lexington, Massachusetts
(3) the Assessor's Overlay account which covers the cost of abatements and exemptions granted
to property taxpayers; and
(4) potential snow and ice deficits.
The FY2024 increase in total Revenue Offsets is driven by the set-aside of$400,000 in estimated
FY2024 revenue to cover a potential snow and ice deficit at the end of FY2023. For FY2023, $400fOOO
was set-aside, but was ultimately not needed since actual FY2022 snow and ice removal expenses fell
within their budgeted levels.
Enterprise Receipts: This category of revenue represents transfers from the Water, Sewer and
Recreation Enterprise Funds to the General Fund to cover General Fund expenditures that support the
operations of the water, sewer and recreation departments. Overall Enterprise Receipts are increasing
by 4.9%, or $88,454. Water and Sewer transfers are increasing by 5.0%, as supported by a detailed
indirect analysis completed by Finance. The Recreation indirect charge was paused in FY2022 due to
the pandemic and a significant decrease in operations. This charge resumed in FY2023 and will
continue into FY2024.
ON
FY2023-24 Change
Table 1:Property Tax Levy FY2021 Actual FY2022 Actual FY2023 Recap Projected $
Tax Levy $ 1841938,303 $ 194,415,313 $ 204,199,633 $ 213,426,933 $ 9,227,299 4.52%
Prop.2.5% $ 4,623,458 $ 4,803,244 $ 5,106,419 $ 5,379,002 $ 272,582 5.34%
New Growth $ 4,853,553 $ 4,981,076 $ 4,120,880 $ 3,000,000 $ (1,120,880) (27.20)%
Override/Excess Levy Capacity $ 85,435 $ 28,032 $ 32,849 NA
Subtotal $ r r r r r r r r r •
Table 1A:Property Tax Levy Dedicated to the Capital Stabilization Fund
1050 Waltham St. $ - $ - $ 1,2521291 $ 1,252,291 $ - -%
186 Bedford St. $ - $ 21,451 $ 45,939 $ 45,939 $ - -%
55 Watertown St. $ - $ 35,687 $ 434,907 $ 434,907 $ - -%
r r r r r
Table 113:Property Tax Levy Dedicated to the Pension Fund
1,060,000 r r r •
Table 2:State Aid
Chapter 70 $ 14,438,034 $ 14,647,494 $ 15,058,494 $ 15,261,594 $ 203,100 1.35%
Charter School Reimbursement $ 60,652 $ 101,651 $ 64,890 $ 64,890 $ - -%
Unrestricted General Government Aid $ 11627,400 $ 1,769,494 $ 1,775,314 $ 1,810,820 $ 35,506 2.00%
Veterans'Benefits&Exemptions $ 311454 $ 105,119 $ 92,035 $ 92,035 $ - -%
Offsets Library) $ 63,823 $ 60,127 $ 65,865 $ 65,865 $ - -%
Subtotal $ 16,.221.3637s 16,683,885 r r598 $ 17,,295.,204 $ 238.,606 •
400/o7l
Table 3:Local Receipts
Motor Vehicle Excise Tax $ 5,335,129 $ 5,330,281 $ 5,455,000 $ 5,418,000 $ (37,000) (0.68)%
Other Excise $ 813,643 $ 1,351,204 $ 1,188,300 $ 1,373,000 $ 184,700 15.54%
Penalties&Interest $ 445,590 $ 590,842 $ 341,500 $ 380,500 $ 39,000 11.42%
PILOT's $ 660 f966 $ 682,107 $ 715,000 $ 811,000 $ 96,000 13.43%
Rentals $ 473,201 $ 394,624 $ 361,850 $ 350f296 $ (11,554) (3.19)%
Departmental-Schools $ 337,909 $ 11169,058 $ 244,500 $ 297,500 $ 53,000 21.68%
Departmental-Municipal $ 2,398,261 $ 21742,233 $ 2,629,525 $ 2,705,525 $ 76,000 2.89%
Licenses&Permits $ 3,542,914 $ 3,171,808 $ 2,462,080 $ 2,824,850 $ 362,770 14.73%
Special Assessments $ 25,644 $ 18,165 $ 10,433 $ 10,433 $ - -%
Fines&Forfeits $ 59,820 $ 79,398 $ 101,000 $ 98,000 $ (31000) (2.97)%
Investment Income $ 277,170 $ 2811726 $ 250,000 $ 300,000 $ 50,000 20.00%
Miscellaneous Non-Recurring $ 987,817 $ 903,030 $ 76,256 $ - $ (76,256) (100.00)%
Subtotal $ 151358,,065r r478 $ 13..835,,445r r104 $ 733,659 1.41
Table 4:Available Funds I
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
II-4
Section II Revenues Town of Lexington, Massachusetts
Parking Fund $ 562,000 $ 828,237 $ - $ 100,000 $ 100,000 -%
Cemetery Sale of Lots Fund $ 40,480 $ 51,933 $ 16,125 $ 50,408 $ 34,283 212.61%
Free Cash* $ 9,468,456 $ 14,638,059 $ 15,339,570 $ 161000,000 $ 660,430 4.31%
Health Claims Trust Fund $ 750,000 $ 750,000 $ 750,000 $ 240,000 $ (510,000) (68.00)%
Transportation Demand Management Stab. $ 141,000 $ 141,000 $ 141,000 $ 171,000 $ 30,000 21.28%
Fund
Traffic Mitigation Stabilization Fund $ - $ - $ 240,000 $ 80,000 $ (160,000) (66.67)%
Transportation Management Overlay District $ - $ - $ 65,000 $ 42,000 $ (23,000) (35.38)%
(TMOD)Stabilization Fund
Center Improvement District Stabilization Fund $ - $ - $ - $ - $ - -%
PEG Access Special Revenue Fund $ 620,711 $ 629,287 $ 637,576 $ 586,833 $ (50,743) (7.96)%
Transportation Network Company(TNC) $ 16,504 $ 20,889 $ 6,824 $ 71685 $ 862 12.63%
Special Revenue Fund
Betterments Fund $ 6,200 $ - $ - $ 11,500 $ 11,500 -%
Visitors Center Stabilization Fund $ 200,000 $ - $ - $ 50,000 $ 50,000 -
General Stabilization Fund $ - $ - $ - $ - $ - -%
Special Education Stabilization Fund $ - $ 500,000 $ - $ - $ - -%
Special Education Reserve Fund $ - $ - $ - $ - $ - -%
Avalon Bay School Enrollment Mitigation/School $ - $ - $ - $ - $ - _%
Bus Stabilization Funds
Balances from Prior Yr.Capital Articles $ - $ 155,974 $ 266,923 $ - $ (266,923) (100.00)%
Use of BAN Premiums $ - $ 110,000 $ - $ 70,000 $ 70,000 -%
Subtotal $ 11,805y351 r r379 17y463,018 r r426 r •
Table 5:Revenue Offsets
Cherry Sheet Assessments $ (960,031) $ (1,011,069) $ (1,086,476) $ (1,126,720) $ (40,244) 3.70%
Cherry Sheet Offsets-Public Libraries $ (63,823) $ (60,127) $ (65,865) $ (65,865) $ - -%
Overlay(abatements) $ (750,000) $ (900,000) $ (750,000) $ (750,000) $ - -%
Snow Deficit $ - $ - $ - $ 400,000 $ 400,000I Subtotal Is -
r r r (1,902,341)1 •
14
Table 6:Enterprise Receipts
Water $ 930,001 $ 918,245 $ 977,093 $ 1,011,340 $ 34,247 3.50%
Wastewater(Sewer) $ 541,663 $ 514,111 $ 5421416 $ 588,040 $ 45,624 8.41%
Recreation&Community Programs 1$ 2771771 $ 1$ 286,104 $ 294,687 $ 8,583 3.00%
Subtotal $ 1,749,435 r r356 1$ 1,,805,,613r r067 $ 88,454 4.90%
Gross General Fund Revenues Is 237,690,239 $ 254,913,641 $ 264,445,553 $ 273,450,788 $ 8,978,735 3.40%
Revenues Set Aside for Designated $ 9,180F935 $ 15,038,401 $ 20,198,797 $ 21,247,566 $ 1,048,769 5.19%
Expenses
Net General Fund Revenues Available for $ 228,509,304 $ 239,875,240 $ 244,246,756 $ 252,203,222 $ 7,929,967 3.25%
Appropriation
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
II-5
Section II Revenues Town of Lexington, Massachusetts
Revenues Set Aside for Designated Expenses: This represents components of Gross General
Fund Revenues that are set aside for designated purposes. The proposed purposes are shown in the
table below.
Financing Sources
Tax Levy Free Cash Other Total Notes
Set-Aside for Unanticipated Reserved for appropriation at the 2023 annual town
1 Current Fiscal Year Needs $ 200,000 $ 200,000 meeting to fund supplemental appropriations to the
FY2023(current year)budget.
Other Post-Employment $240,000 from the tax levy made available by an
2 Benefits(OPEB) $ 240,000 $ 1,739,721 $ 1,979,721 equal transfer from the Health Insurance Claims
Trust Fund to fund FY2024 Health Insurance.
3 Unallocated $ 750,000 $ 750,000 Set aside for yet-to-be identified one-time needs in
the FY2024 budget.
4 Cash Capital $ 700,000 $11,265,007 $ 199,685 $12,164,692 Free Cash,Tax Levy and other available funds to
support capital improvements.
5 Appropriate into Capital $ 1,733,137 $ 1,733,137 To meet future capital/debt service needs.
Stabilization Fund
6 Appropriate from Capital $ — $ — Proposed use of Capital Stabilization Fund to hold
Stabilization Fund debt service increases to 5%annually.
7 Special Education $ 500,000 $ 500,000 Special Education Stabilization Fund(Free Cash)
Stabilization Fund
8 Special Education Reserve $ 750,000 $ 750,000 Special Education Reserve Fund(Free Cash)
Fund
Street Improvement $ 2 Tax Levy designated for long-term street
9 Program ,688,312 $ 2,688,312 maintenance plan.
10 Municipal Building Envelope $ 225,029 $ 225,029 Initially funded in 2006 override;increases by 2.5%
and Systems per year.
11 Warrant Articles $ — $ — $ — $ — None proposed.
12 Support of Recreation and $ 256 675 $ 256 675 Tax Levy support of Recreation and Community
Community Programs Programs Enterprise(Transfer to Article 5)
14 Free Cash to Support One-time set-aside for Refuse&Recycling
Operating Budget $ — $ 395,272 $ — $ 395,272 Collection contract and Municipal Wage Study
Funding for New Pension Amount of incremental increase in the updated
15 Schedule $ 400,000 $ 400,000 Pension Funding schedule will continue to be
supported with Free Cash in FY2024.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
II-6
This Page Intentionally Left Blank.
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1
Section III: Program 1000m. Education
This section includes detailed information about the FY2024 Operating Budget & Financing Plan for
education. It includes:
• 1100 Lexington Public Schools III-2
• 1200 Minuteman Regional High School III-18
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
III-1
FY 2024 Superintendent's Recommended Budget
BUDGET OVERVIEW
SUPERINTENDENTS BUDGET MESSAGE.............................................................................................................................................................2
THE STRATEGIC PLAN OF THE LEXINGTON PUBLIC SCHOOLS,2019-2029.................................................................................................3
OurCore Values.........................................................................................................................................................................................3
VisionStatement........................................................................................................................................................................................3
StrategicGoals............................................................................................................................................................................................3
ORGANIZATIONALSTRUCTURE...........................................................................................................................................................................4
SchoolCommittee Members................................................................................................................................................................4
BUDGETDEVELOPMENT.......................................................................................................................................................................................4
BudgetProcess...........................................................................................................................................................................................4
BudgetGuidelines.....................................................................................................................................................................................5
BudgetCalendar........................................................................................................................................................................................6
RevenueAllocation Process...................................................................................................................................................................8
RECOMMENDED BUDGET AND SUMMARY OF SIGNIFICANT BUDGET CHANGES.........................................................................................11
NegotiatedSalary Increases................................................................................................................................................................11
EnrollmentOverview..............................................................................................................................................................................12
Lexington Public Schools as of January 3, 2023
Budget Overview-1
FY 2024 Superintendent's Recommended Budget
January 6, 2023
Dear Elected Officials and Lexington Residents:
Education is Changing
The world is changing socially, politically, and technologically,with new demands being placed on public education.
As we establish the FY24 school budget, it would be foolhardy to pretend that pandemic education could cost the
same as it has in years past. If ever there were a year for an infusion of funding to stabilize the school budget, this
is it. Students continue to experience the lingering effects of unfinished learning, needing increasingly more
intervention and support. We are in the midst of a "tripled emic," with the influenza (flu), respiratory syncytial virus
(RSV),and COVID-19 creating unanticipated,ongoing student and staff needs. In addition to these challenges,there
is a nationwide labor shortage, and finding talented educators to support all students especially those with higher
needs requires more resources.
By the Numbers
A "rainy day fund" is a budget stabilization set aside for unanticipated expenses. As we prepare the FY24 school
budget,the truth of the matter is this: it's not raining, it's pouring, and we need more resources to get through these
challenges now and in the future.We are committed to increasing capital stabilization funds for a new high school,
and we will continue to do our part.At the same time, our student needs are increasing, and the need for additional
resources is an inconvenient but unavoidable truth. The Lexington Public Schools FY24 budget allocation is lean,
and this is our most challenging year yet. We will continue to collaborate with our Town partners to find ways to
add flexibility to the budgetary process, along with the resources necessary to deliver the services our students
need. The amount we requested during the Budget Summit is the minimum amount we need in the FY24 allocation
to continue the services from the previous year. The $133,238,120 represents a 3.89% increase from the previous
year, and we have worked with our municipal counterparts to increase special education stabilization funding. The
proposed FY24 school budget accounts for all anticipated contractual increases, as well as the negotiated increases
for five of our six bargaining units.
A History of Healthy"Turn backs"
Each year for the past several years, we managed to return several million dollars to the Town of Lexington. Last
year, we received an infusion of federal funds that we expended first, enabling us to return well over $6.6 million to
the Town, reverting to free cash.This year is drastically different and pandemic-related needs are increasing rapidly;
therefore, a portion of these funds will be returned to the school system in the form of special education
stabilization. Our students are counting on us to provide the additional resources they need to overcome the
challenges brought on by the pandemic.
The proposed FY24 school budget will help us maintain the academic excellence our families have come to expect.
There isn't a community in the nation that believes more strongly in public education than the residents of
Lexington, Massachusetts. We know that we can count on you, as we navigate a rather challenging FY24 school
budget process. Many thanks in advance for all your support.
Sincerely,
dq'a-
Julie L. Hackett, Ed.D.
Lexington Public Schools
Lexington Public Schools as of January 3, 2023
Budget Overview-2
FY 2024 Superintendent's Recommended Budget
The Strategic Plan of the Lexington Public Schools, 2019-2029
Mission Statement Joy in learning; curiosity in life;
and compassion in all we do.
Our Core Values Vision Statement
• We all Belong 0 Diversity, Equity, Inclusion
• Use Your Mind • Redefining Success
• Be Curious & Have Fun • Students as Active Agents
• Care for Yourself&Others • Authentic Learning Experiences
• Do Your Part • Community Partnership
• Be Courageous
• Embrace Your Revolutionary Spirit
• You are Enough
Strategic Goals
• Goal 1: Address and Narrow Equity Gaps Identify, address, and narrow equity gaps in student
opportunities, experiences, and achievement, ensuring the meaningful inclusion and integration of every
member of our school community.
• Goal 2: Redefine Success Transform our practices, systems, and structures to reflect a broader definition
of success for our students, staff, and schools, including new measures of student achievement that extend
beyond academics to include the knowledge, skills, and attributes students need to be prepared for the
future and content in life.
• Goal 3: Cultivate Student Agency Cultivate student agency and a sense of self-efficacy by ensuring that all
our Pre-K-12 students' educational experiences place them at the center of their learning; consistently
revisit our curriculum, instruction, assessment, and professional learning practices to (1) ensure relevancy
and student voice; (2) to teach students to set their own meaningful goals; (3) to value productive struggle
as they work toward them; and (4) to reflect and monitor their progress toward attaining those goals.
• Goal 4: Innovate for Sustainable Change Refine and improve our school- and district-wide practices,
systems, and structures related to managing innovation and promoting lasting change. We will develop
clear decision-making structures and communication methods to prevent initiative overload and enable us
to more consistently scale up promising practices.
The complete Strategic Plan document can be found here:
https://drive.google.com/file/d/1 GVH8DTfzOLEbrgTwln2lTexnFFnQ6Pef/view?usp=sharing
Lexington Public Schools as of January 3, 2023
Budget Overview—3
FY 2024 Superintendent's Recommended Budget
Organizational Structure
The Education Reform Act of 1993 determined that the School Committee's charge is (1) to select and/or terminate
the Superintendent; (2)to review and approve the budget;and (3)to establish educational goals and/or policies for
the district consistent with the requirements of law and statewide goals and standards established by the
Department of Elementary and Secondary Education.
School Committee Members
Sara Cuthbertson, Chair Term Expires: 2023
Deepika Sawhney,Vice-Chair Term Expires: 2024
Kathleen Lenihan, Clerk Term Expires: 2024
Eileen Jay Term Expires: 2025
Larry Freeman Term Expires: 2025
Budget Development
Budget Process
Annually, the administration develops its capital and operating budgets, which begin July 1 and end June 30. This
highly collaborative and public process engages the School Committee, the Select Board, the Appropriation
Committee, the Capital Expenditures Committee, municipal and school staff, and citizens. The employees of the
Finance Office are responsible for coordinating, developing, and monitoring the annual budget process. Each year,
the School Committee develops its annual goals, budget guidelines, and budget calendar. These provide the
administration with the roadmap to develop the recommended annual budget. The Superintendent is tasked with
developing a budget that advances the district in concert with the outlined policy objectives.The School Committee
is responsible for reviewing and approving the budget for incorporation within the complete Town budget.
Major Steps in FY 2024 Budget Development:
Summer: School Committee and Superintendent establish Collective Goals.
Early Fall: School Committee approves annual budget guidelines and calendar.
Fall: Staff develop budget recommendations.
Late Fall/Early Winter: All departments meet with the Assistant Superintendent for Finance and Operations to
review existing staffing levels, review budget priorities, and discuss anticipated budget requests. During this time, a
series of working summit meetings including the School Committee,the Select Board,the Appropriation Committee,
and the Capital Expenditures Committee are conducted to discuss the current financial health of the Town, along
with any budgetary issues, and provide policy guidance to the municipal and school staff in finalizing budget
recommendations. The Superintendent, in consultation with the Assistant Superintendent for Finance and
Operations and the School Department's Administrative Council, reviews budget requests and makes
recommendations for all school programs to the School Committee. The School Committee takes the
recommendations of the Superintendent and after public hearings on the Superintendent's Budget
Recommendations, makes final budget decisions consistent with their collective goals.
Lexington Public Schools as of January 3, 2023
Budget Overview-4
FY 2024 Superintendent's Recommended Budget
Early Spring: Before Town Meeting members discuss financial articles, the approved budget of the School
Committee is distributed to Town Meeting members and the finance committees; it also is available to citizens at
the Library and the Town Manager's Office. In addition, the budget documents are publicly available on the
Lexington Public Schools website: https://bit.lyZf 24budget.
Spring: The Annual Town Meeting begins in March with meetings held on weekday evenings. Town Meeting
debates and adopts the School Department budget as part of the complete Town budget. Town Meeting has
authority over the total appropriation of school department funds, but line-item authority and spending priorities
are the purview of the School Committee.
Budget Guidelines
On September 27, 2022, the School Committee was presented the FY 2024 Budget Guidelines and requested that
the Superintendent present a level-service budget that attempts to address the eleven highlighted areas. These
guidelines serve as the basis for the Superintendent's Recommended Budget in FY 2024. For purposes of
clarification, a level-service budget is defined as an allocation of the funds necessary to replicate the current level
of services provided, accommodating changes in enrollment, all legal requirements, including current collective
bargaining requirements, and special education laws. The FY 2024 budget guidelines are as follows:
In order to provide for the educational needs of Lexington students, the Superintendent of Schools will develop a
fiscal year 2024 budget that will:
1. Ensure the safety, security,and social-emotional well-being of our students,and continue the Town's joint
effort on mental health.
2. Ensure all legal and contractual mandates are met.
3. Ensure professional staffing guidelines will be met and class sizes will remain within the established
guidelines, to the extent possible given space and personnel limitations.
4. Identify efficiencies and cost-saving measures that do not compromise the educational program.
5. Include sufficient operating and capital funds to:
a. continue the current level of services;
b. be responsive to projected enrollment changes and corresponding needs, including those related
to staffing, instructional supplies, and facilities;
c. move the district forward in meeting the increasing technological demands in various educational
settings; and
d. continue to monitor and update a master capital plan to expand school capacity and meet
changing enrollment.
6. Maintain capital assets in order to support the instructional program, protect the physical assets of the
Town of Lexington, and ensure the health and safety of our students and staff.
Lexington Public Schools as of January 3, 2023
Budget Overview-5
FY 2024 Superintendent's Recommended Budget
7. Continue to identify funds and strategies to continue implementing diversity, equity, and inclusion efforts
and to increase the cultural proficiency of our school community.
8. Identify funds and strategies to implement world language programs at the elementary level, including
scheduling, phasing, staffing, and curricula materials that promote a comprehensive and sustainable
program.
9. Identify funds and strategies to continue to leverage and support social and emotional learning efforts
throughout the district.
10. Continue to explore possible alternatives and improvements to school programs at all levels, the scope
and sequence of science classes at the secondary level, and continue the research and implementation of
graduation requirements.
11. Continue monitoring costs, impacts, and contingency plans associated with COVID-19 health crisis.
12. Identify funds and/or strategies necessary to implement the multi-year comprehensive Lexington Public
Schools Strategic Plan for the district, to include equity and master planning.
13. Initiate process to identify and monitor potential budget expenses which may be required to adequately
operate a new Lexington High School.
Approved by School Committee 12113122
Budget Calendar
Each year, the Superintendent presents a budget calendar to the School Committee. This calendar outlines the
timing of events and guides the budget development process. This timeline can be found below:
2022
September 13 School Committee Reviews LPS Technology Capital Budget Request
September 22 Google Form link distributed for FY 2024 staffing and expense budget requests. FY
2024 Google Form requests for staffing and expenses are due to the Assistant
Superintendent for Finance and Operations at the date of individual budget
meeting.
September 27 School Committee reviews FY 2024 budget calendar and FY 2024 budget
guidelines
September 29 Summit I: Financial Indicators; 5—Year Forecast; Initial Revenue Projection
October 1—October 15 Review capital proposals:Superintendent, Director of Public Facilities,and Assistant
Superintendent for Finance and Operations
Lexington Public Schools as of January 3, 2023
Budget Overview-6
FY 2024 Superintendent's Recommended Budget
October 1—October 15 Superintendent, Director of Public Facilities, and Assistant Superintendent for
Finance and Operations discuss project requests with administrators
October 24—November 8 SPED budget staffing meetings (with Assistant Superintendent for Finance and
Operations, Assistant Director of Finance, ETS, Director of Special Education, and
building principals)
October 27 Summit II Town FY 2024 Town Budget Allocation
TBD Submittal of Town (Municipal &School) FY 2024-2028 Capital Requests to Capital
Expenditure Committee (CEC) and Community Preservation Committee (CPC)
November 1—November 18 Budget Review: Central Office and department staff meet at assigned times with
Assistant Superintendent for Finance and Operations and Assistant Director of
Finance
TBD Recommended FY 2024-2028 capital budget requests approved by the School
Committee (School Department and Public Facilities)
November 1—November 3 Fall Special Town Meeting
November 16 Summit III: Final Revenue Allocation Model
November 21—December 19 FY 2024 Budget request reviews with Superintendent
December 13 School Committee approves FY 2024 budget calendar and FY 2024 budget
guidelines
December 19 (tentative) Superintendent finalizes FY 2024 budget recommendation
December 24—January 2 School Vacation Week Budget distributed to School Committee and posted to
website
2023
January 3 School Committee Meeting: Superintendent's Budget Presentation
January 10, 8:00 a.m. School Committee Meeting: Superintendent's Budget Presentation Public Hearing:
Location: School Committee Meeting Room
January(TBD) White Book Town Manager Submittal of Preliminary Operating and Capital Budget
to Board of Selectmen (White Book)
January 19 Summit IV: White Book
January 24, 6:00 p.m. Public Hearing: Superintendent's Recommended FY 2024 Budget: Location: School
Committee Meeting Room
Lexington Public Schools as of January 3, 2023
Budget Overview-7
FY 2024 Superintendent's Recommended Budget
February 7 School Committee FY 2024 budget discussions, consideration of community
feedback on FY 2024 Operating Budget (including fees) and FY 2024-2028 Capital
Budget; Discussion of Warrant Articles for 2023 Annual Town Meeting
February TBD Board of Selectmen vote to approve FY 2024 Recommended Operating Budget
and FY 2024-2028 Capital Improvement Plan (CIP)
February 28 School Committee adopts FY 2024 Operating Budget(including fees)and FY 2024-
2028 Capital Budget; Discussion of Warrant Articles for 2023 ATM
March 6 (tentative) Distribution of FY 2024 Recommended Operating and Capital Budget to TMMA,
Town Manager, Senior Management Team, Appropriation Committee, Capital
Expenditures Committee, Board of Selectmen, School Committee, Central Office,
and Principals
March TBD Annual Town Meeting (Mondays and Wednesdays until completed;Town Meeting
does not meet during April school vacation week)
March TBD Budget presentation to Town Meeting by the Town Manager and Superintendent
April24 Notification of budget approvals; Employee Action Forms sent to Human
Resources
June 1 School Operating Budget opens for entry of supply and services requisitions
Approved by School Committee 12113122
Revenue Allocation Process
The Town of Lexington has established a collaborative budget development process that is conducted through a
series of budget summit meetings. These budget summit meetings begin in October and end in February. These
meetings include the School Committee, the Select Board, the Appropriation Committee, and the Capital
Expenditures Committee. Topics covered at these meetings include:
Summit I: Financial Indicators; 5-Year Forecast; Initial Revenue Projection
Summit II: FY 2024 Town FY 2024 Town Budget Allocation
Summit III: FY 2024 Revenue Allocation Model
Summit IV: FY 2024 White Book Preview
The final Revenue Allocation Model, presented at Summit III on November 16, 2022, provides for a projected 3.6%
increase over the School Department's FY 2023 budget, the detail of which is broken out in the table that follows:
Lexington Public Schools as of January 3, 2023
Budget Overview-8
FY 2024 Superintendent's Recommended Budget
F"Y"2024 1 R)eveR,.tje Allocat"lion Model
$273,451 Projected"FY2024 Reverttte
Sh a rVid Nittitficipal st,11,001
"'(128,2 54) F"Y20.23 School Budget FY20 3 MLIAlicipal.Bu"S(Z $ 4,,5,045,S S (45,045) S .2 idget 4"C01111"MI'Mit)lo Center Sul"Toirt,
S $ F"Y2024,Mmutenuin(4) S (9,985),S (9,985),S S FY20.24
(34,707 F"Y2024 Benefits(6) S (200),S (200),S, S FN2024 Ulnernploynient
(7 S (5001" S "Ool''S 17Y.20.24 Workers"Co"llip
0
(8'N S� (992',S F"Y2024 Property and 1..Jabihl�,,,Insurance
(9 "Y 2024 U In',nSL red Los ses 17Y.20.24 Solar 1,11roductlon,Play,nient(39011),S (39011),S
F"Y2024,Debt Senlice
(12), (7501),S' (7501),S' FN2024 RieseiNle FLI.Aid
13, (1,3,951',S (1,3,951',S F"Y20.24 Facl."lifies Department Budget,
F I aci I ines(14), S S S, PIRS
S (7501,S
mfi fi ed 1"Y2024'needs(F I Set-Asidc fc.w as yetto 1,e i,& I 'SO
Specia].1,1,"'ducati,on Funid(Free,Cash
S, (200,S 'I Ym,r Need,s,FY2023(17 CUSI S T-1 anficiplated.C"ur ol f rCe,W'101
Tax I evy 1,)edi"Cafted,to,,Capital
St"I rill 1( S111217A side,tc)Cat ta 1,StA,i I i za,ti on Fu nid
S (111,465),S, S, Cash Capital-Free("ash and(..')ther Avradablie Funds
(15, S (2' 386A S (70011' "" I
)"S S (ash Capital-"I"ax I Ill
$ ('11,98011''S ree Cash.,LIC-1 OPEB(1 (
Street lniprolvre,me nit PT ograani(1 ax 1,
(]"a X eVry
Bllildi,ng I Invi,elolpe 11rc)gran1.
Slet-asde fibirl Re"It's Co''I'lleetbon,&1teeyelitig conti--acls f, cois,"11)
Nlunlelpal Wage Study(Free Cash)
gran Seiiior 1"lax,Wolr`k-<`)fl7Pr0 i(Free Cas'h')
(16), SS(26,6,716),S (93,02 1 S (45,045) S(l 28,25,41) Rase,Budget.-1,Ised t"it A I I ocati,on
26.0%, 741,0 Pe'ree'llitage-MLinic1pal and.'Scliolol Only
17), S 6,,7 34 S 1,7 50 S4,984 "Incretmental Revientie
3.9%, 3.9 Pe,reenit of"CAirrent BUidget"
Revenue Allocation History&Trends: Below is the growth factor approved during the last eight budget cycles:
Re ve Iln U ,o cAlitIIIIoIII
9,009`r ,50%
8,00%
T20%
&90%
7,009,'S &60%
5,0 MIS 4,30% 4A0%
3.80% 3,89%
3,0 MIS
2,00%
0,00%
Y 2022 11 Y 2023 11 Y 2024
11 Y 20.16 11 Y 22 01 11�Y�20 18 11 Y�20 19 FY�20�20 11 Y 2021 F
Lexington Public Schools as of January 3, 2023
Budget Overview
FY 2024 Superintendent's Recommended Budget
Lexington Public Schools as of January 3, 2023
Budget Overview-1 0
FY 2024 Superintendent's Recommended Budget
Recommended Budget and Summary of Significant Budget Changes
DollarFY 2024 Budget
Funding Sources FY 2020 Actual FY 20211 123 Budget Recommended Increase Increase
Allocation
Tax Levy $113,222,275 $118,318,895 $122,633,481 $128,009,947 $132,940,620 $4,930,673 3.85%
Fees&Charges $331,482 $88,500 $243,500 $244,500 $297,500 $53,000 59.89%
Special Eduction Stabilization Fund $500,000 $0 $0
Total 1100 Lexington Public Schools $113,553,757 $118,407,395 $123,376,981 $128,254,447 $133,238,120 $4,983,673 3.89%
Appropriation Summary FY 1 1 Actual FY 20211 1Budget FY 2024 Budget Dollar Percent
Recommended
Salary and Wages $94,593,795 $96,807,462 $101,412,689 $106,450,152 $111,365,179 $4,915,027 4.62%
Expenses $15,015,367 $18,464,904 $19,407,875 $21,804,295 $21,661,306 -$142,989 -0.66%
Total $109,609,162 $115,272,366 $120,820,565 $128,254,447 $133,026,486 $4,772,039 3.72%
Special Eduction Stabilization Fund
Total 1100 Lexington Public Schools 1 $109,609,1621 $115,272,3661 $120,820,5651 $128,254,4471 $133,026,4861 $4,772,0391 3.72%
*Amounts shown are general fund only and does not reflect spending supported by Labbb Credit,Circuit Breaker Funds,Revolving Funds,or local/state/federal grant funds
Transfer to Unclassified(Health,Medicare,Workers Comp) $211,634.40 12.00 FTE
Total Recommended $133,238,120 $4,983,673 3.89%
Unallocated from Revenue Allocation Model
The School Department was allocated a revenue increase of $4,983,673 (3.89% over FY 2023) for FY 2024 through
the Revenue Allocation Model adopted at Summit III and revised on January 19, 2023. The current FY 2024 School
Department Recommended Budget is $133,238,120, an increase of$4,983,673 (3.89% over FY 2023).
For FY 2024 the salaries and wages line is increased by $4,915,027 (4.62%) to support existing positions plus an
additional 13.43 FTEs to satisfy enrollment and mandate requirements. Salaries and wages comprise over 83% of
the School Department budget. The expense line is recommended to decrease by $142,989 (-0.89%) over the FY
2023 appropriation, a small but significant reduction from previous years. In order to achieve this, we are relying
more heavily on some departmental offset accounts.
Negotiated Salary Increases
The FY 2024 budget includes funding for estimated wage increases for all collective bargaining units and non-union
positions, including step increases and cost of living adjustments (COLA).The current status of collective bargaining
agreements, corresponding expiration dates, and negotiated adjustments is listed below:
Bargaining Unit Contract Term Negotiated Increases
LEA: Unit A 09/01/2019—08/31/2022 Pending negotiations; prior
contract was 2.25%;2.25%;3%
LEA: Unit C 09/01/2021 —08/31/2024 Effective Sept. 1, 2021: 2%(with
modifications to steps)
Effective Sept. 1, 2022: Market
adjustments and further
modifications to full salary scale
Effective Sept. 1, 2023: 2%
LEA: Unit D 07/01/2020—06/30/2023 Effective July 1,2020: 2.25%
Lexington Public Schools as of January 3, 2023
Budget Overview-1 1
FY 2024 Superintendent's Recommended Budget
Effective July 1,2021:2.5%;
Effective July 1,2022:2.75%
LEA:Tech 07/01/2021 —06/30/2024 Effective July 1,2021:2.25%
Effective July 1,2022:2.5%
Effective July 1,2023: 1.5%(with
modifications to steps)
ALA:Administrators 07/01/2022—06/30/2023 Effective Sept. 1, 2022: 3%(with
modifications to steps);
2023-2026 contract pending
negotiations
Enrollment Overview
Table 1 summarizes enrollment by school and grade as of October 1, 2022,which was 6,845 (PK-12),which is up 55
students since last ® This table also features enrollment totals by school and district for FY 2020, FY 2021,
and
FY 2022.
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District Total ...1 n, 6901
6790
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I , „ „ll�,;;;;;; ta��iiroo � 574 522 42 � „524 m, 7 92 10�,,,,,,.,,E 99
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wwwwwwwwwwwwwwwwwwwwwwwwww ...................... .......................,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,..............................,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,...........................,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,............................,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,...........................,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,..............................,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,...........................,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.............................
Ill,,,,,,,.",x ii iir "to iir III,,,,,,,,ii I[l 2 27 5 2 2 61 v�2 7 2 3�"3 �,,,� 1 59. 1 D"40 '
Figures 1 and 2 show historical enrollment by grade span for the last 30 years. When reviewing enrollments, it is
critically important to note that enrollment changes continue to vary across grade ®Variation in enrollment,
as
well as variation in staffing models, student schedules, programs, facilities, and other operational details, must be
taken into account while planning and can be more critical than changes in overall enrollment.
Lexington Public Schools as of January 3, 2023
Budget Overview-1 2
FY 2024 Superintendent's Recommended Budget
In sync with state and national trends, elementary and middle school enrollment declined significantly going into
the 2020-2021 school year, corresponding with the timing of COVID-19 pandemic. The majority of the decline
occurred in grades K-5. Decline at the middle school level during this time has been more modest. Based on
enrollment for October 1, 2022, there was no change in K-5 elementary enrollment since last year and was 2,702.
This is still lower than pre-pandemic levels.At the middle school level, October 1 enrollment was 1,765,
enrollment. which is up
slightly from last year's enrollment of 1,748 (+17 students) and is also still lower than pre-pandemic levels.
In contrast, high school enrollment had remained relatively stable between FY 2018 and FY 2022. High school
enrollment for FY 2023 is 2,303,an increase of 30 students compared to last year's Enrollment continues
to be well over the building's planned operating capacity for large core spaces, such as the cafeteria and other
spaces (designed for a capacity of 1,850). Current high school enrollment would need to decline by approximately
450 students for the core spaces to be within the planned operating capacity.
IIIII°°iii ww IIII�°°°IIIII miii as uni II IIIII��, IIIIE°°iiiir�iiii iiiii°it is iiiiP ° iiiiriu iiiir *111 iiiii iiiiriii illlli� iiii IIII IIII nn
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Lexington Public Schools as of January 3, 2023
Budget Overview-1 3
FY 2024 Superintendent's Recommended Budget
Fig. 2:How has LPS Enrollment Changed Over Time?Annual Enrollment by Grade Level
Fire K K-5 ««««««« 6- 8 MEMO 9 - 12
4000
3000
2000 �'.f........
ww
.............
1000
0
A Closer Look at Enrollment Changes
In 2020-2021 a portion of the decline in elementary enrollment was the consequence of lower than typical
kindergarten enrollments (See Table 3), a similar pattern observed in other ® As of October 1, 2020,
Lexington enrolled 309 kindergarten students (compared to 382 to 414 students during the previous years).
Although K enrollment had been declining prior to this year, the decline of 73 students in kindergarten was much
sharper than recently experienced. This year's K enrollment (347) is higher than 2020-2021, but is still lower than
pre-pandemic levels. As larger cohorts graduate from the system and these smaller than typical cohorts replace
them,the net impact is an overall decline in enrollment.
Lexington Public Schools as of January 3, 2023
Budget Overview-14
FY 2024 Superintendent's Recommended Budget
Table 3:How does Enrollment Vary by Grade?(FY 2018 to FY 2023)
1 1 • 19 1 1 1 1 1 •-
Prior to the pandemic, LPS student cohorts generally increased in size as they progressed K-8. Beginning with the
transition from 8th to 9th grade, it
other schools (see Table 4 for further detail) and also fewer new students entering the system than in other grades.
With the 2020-2021 school year, there was a change in trend, where LPS had more students transferring from LPS
in the lower grades. Prior reviews of student transfer data found an increase in the number of students transferring
to other public schools in Massachusetts, transferring to private schools in Massachusetts, transferring to schools
out of state, or switching to homeschooling (See Table 4).
Review of data from October 1, 2022 finds the overall number of students transferring from LPS since the end of
2021-2022 has decreased substantially(289 students for 2022-2023;compared to 383 and 401 the prior two
progressed through the high school grades. This was due to the combined effect of more students transferring to
though trends vary when looking at specific transfer reasons. The number of students transferring to other in-state
public schools, which is more likely than other transfer reasons to coincide with a residential move out of the Town
of Lexington, continued to increase (117 for 2022-2023; +27 from the prior year). Some of these transfers do
represent students who have moved to Minuteman Technical Vocational School. Overall Lexington enrollment at
Lexington Public Schools as of January 3, 2023
Budget Overview-1 5
FY 2024 Superintendent's Recommended Budget
and 62 in 2019-20). Private school transfers may also include a residential move, but not always. The number of
students leaving LPS for in-state private schools (76 for 2022-2023; -59 from the prior year) or out-of-state schools
(public or private; 92 for Minuteman is up this year(75 for 2022-2023 as of December 2022 compared to 66 in 2021-2022, 70 in 2020-2021,
-
Table 4:LPS Transfer Reasons:October FY 2020 to FY 2023
Transferred •
Transferred— Transferred— Transferred—Home- Combined Transfer
State
In state public In state private (public or private) school Reasons
FY20 FY21 FY22 FY23 FY20 FY21 FY22 FY 3 FY20 FY2 7 FY22 FY 3 FY20 FY21 FY22 FY23 FY20 FY21 FY22
(Source: LPS SIMS,Grade is the student's grade as of the October reporting period)
Review of the most recent School Attending Children data collected by the Massachusetts Department of
Elementary and Secondary Education (MA DESE), finds the majority of school-aged children residing in Lexington
are enrolled in a public school (87%). (Table 5). This is similar to the prior two years.
Lexington Public Schools as of January 3, 2023
Budget Overview-1 6
FY 2024 Superintendent's Recommended Budget
Table 5:How Many Lexington Children Attend a Lexington Public School (K-12)?
Out-of-
Voc. Out-of- In State State
Tech. District Private Private&
Regional Collab. Charter Public Home &Parochial Parochial
Yea r 12)* %LPS Schools Schools Schools Schools Schooled Schools Schools Tota 1
2,02,1 22 67'16 8 T 1 41I.� 2, 2 5 799 34 7 711
2,02,0 21 6624 86.8 70 40 5 29 54 762 46 7630
2019 2,0 7077 88.8 62, 48 20 26 692 4 1 796 7
2018 19 6986 89.3 54 4 7 2, 22 2 7 6 5.3 29 7820
201 7 18 6 9 8d"'2 89A, 5 1 4 1 2, 19 2!, 6 71 23 7814
2016 1 7 6 8"!0 88.9 49 3 9 1 23 23 6 7 7 35 765 7
2,01 16 6 6 117 88.6 45 3 7 2, 28 25 6 78 38 74 70
2014 "15 66211 8 9.1 40 38 „3 2 7 7433
2,01 3 141-- 6,384 88A, 44 34. 2, 18 3 9 6 74 29 7224
6363 88.1 53 32 3 21 33 681 33 7219
2,0 11 12, 6545 88A, 53 2,9 2, 19 26 706 28 7408
2010 "I'l 6082 87.3 58 24 0 18 35 715 1 32 6964
2,009 10 60 115 89.0 3 5 1 7 8 6 5"" 2 7 6 75 7
(SOU!!!; ,'."E- I PS School Atteiicfiir-ig C[iildr&n
*The count f6r,local public,schools, included in this chart,does not include preschoolstudents, state wards, ster care
students', homeh.'.),ssstud ent5 or stud ents, attending part tirrie or, evening classes. It also does not-,ibc-ludestudents,ft-Om
another,ci�y or town, even if they are enrolled in our,school systern ((.?.g ME7 C() students.).
Along with the overall decline in enrollment going into the 2020-2021 school year, there was also a decline in Pre-
K-12 students enrolled and receiving special education services (979 in FY 2021, a decline of 72 students from the
previous year; this includes both in- and out-of-district students). Pre-K-12 special education enrollment has since
increased to 1018 or 14.7% of total enrollment. This rate is slightly higher than LPS special education rates during
the pandemic (FY 2021 14.0% and FY 2022 ® and rates just prior to the pandemic (FY 2020 14.4%).
Lexington Public Schools as of January 3, 2023
Budget Overview-1 7
FY 2024 Superintendent's Recommended Budget
Table 6.-How Many Lexington Children Attend a Lexington Public School (K-12)?
Total#Students
(Gen Ed&Spec. Total Special %Special Ed %Special Ed
Ed) Education (In District) (In District + Out of District)
2022-2023 In District 6845 925 13.5% 14.7%
Oi.jit: of Ns1.]ri(-:t 93
20212022 In District 6790 885 13.0% 14.2%
Oi.jit of District 94
2020-2021 In District 6901 877 12.7% 14.0%
Ouit of Distri c t 103
2019-2020 In District 7190 940 13.1% 14.4%
Ot jit of District 1,11
Future LPS Enrollment
Each year the district reviews new student enrollment based on October 1 and produces updated enrollment
® These projections are offered as a planning tool, but not a definitive prediction of future enrollment.
Projections are built on the assumption that historical data and enrollment patterns can offer clues about the future.
However, if new variables not present or accounted for in historical data are introduced (i.e. a global pandemic)that
have an impact on enrollment, enrollment projections based on this data are unlikely to hold.
About LPS Projections:
For the purposes of this budget, a version of the Cohort Survival Method was used,which is one of
multiple models the district runs each year. In this version, future kindergarten enrollments are
based on a non-linear regression that incorporates 40 years of historical kindergarten enrollments.
Average grade-to-grade progression rates are then applied to the rest of the grades. See LPS
Annual Review of Enrollment for more information.
Projections also include 90% confidence intervals, reflecting the inherent uncertainty associated
with projections.Correct interpretation of intervals is that there is a 90%chance that the confidence
interval contains the true value of future enrollment. It is recommended that plans based on
projections consider this confidence interval and incorporate appropriate flexibility. LPS will
continue to monitor enrollment very closely and strongly encourage those engaged in planning
that considers multiple possible future scenarios when possible.
Updated enrollment projections and confidence intervals are summarized in Table 7.
District-wide, Lexington's elementary enrollment is projected to decrease over the next three years. Two primary
factors impacting future growth at this level are the size of the incoming kindergarten classes and the size of the
outgoing upper elementary cohorts. The recent smaller size of kindergarten classes combined with comparatively
larger elementary classes moving to middle school, even with continued cohort growth through elementary, results
Lexington Public Schools as of January 3, 2023
Budget Overview-1 8
FY 2024 Superintendent's Recommended Budget
in lower elementary ®Although elementary projections for the next three years show an overall decrease,
growth in enrollment can and will likely continue to vary across elementary schools and should be factored into
decisions about staffing and resource allocation.
Overall middle school enrollment is also projected to decline into FY 2024 (an approximate decline of 45-50
students) and then level out the following ® Similar to patterns expected at the elementary, the larger outgoing
middle school cohorts (currently 552, 591, and 605 in grades 6-8) are projected to be replaced by slightly smaller
cohorts moving up from elementary in the next few years. The overall result is a projected decline over the next
three years.
The updated forecast for the high school level suggests enrollment will continue at or be slightly above current
levels, with enrollments around 2,300 for the next three years.
Table 7: What Is The LPSs Forecasted Enrollment?
Projected
IIIIqam 4 FY25 FY26
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------------------------------------------------------------------------------------------------------------------------------------------
K - 5 315 0 3094. 30"19 2790 2702 2702 2656 2592 2551
ii/..........70 / '1 70 / 265
6 to 8 1813 1833 1828 1793 1748 1765 1"719 '17 17 '1692
ii/ 45 11/..........70
9 ----'12 2212 2263 2275 2261 2273 2303 2304 2320 2302,
40 80 / 1,15
Lexington Public Schools as of January 3, 2023
Budget Overview-1 9
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FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
III-3
Program: Education
1200 Minuteman Regional High School Town of Lexin tonLexington, MA
Budget Overview: The Regional High School subprogram budget is for the assessment levied by the
Minuteman Regional Vocational Technical School District to support the operations of the School.
Minuteman is a regional high school, located in Lexington and Lincoln, which provides technical and
academic education for students in grades 9-12 from the Minuteman district, which includes 9 towns as
of July 1, 2022, as well as out-of-district students.
Minuteman Tech's programs include courses in Biotechnology, Environmental Science, Multi-media
Engineering, Design and Visual Communication, Engineering and Robotics Automation, Cosmetology,
Early Education and Teaching, Carpentry, Culinary Arts and Hospitality, Plumbing, Electrical, Health
Occupations, Horticulture, Programming and Web Development, Automotive Technology, Welding and
Metal Fabrication, Advanced manufacturing courses and a new Animal Science program, as well as
four-year academic and college preparatory programs. In addition, adult students can pursue a variety
of continuing education programs at Minuteman.
Lexington's historical enrollment at Minuteman is shown in the table below as of October 1st of each
year, the date that enrollments from school districts throughout the Commonwealth are reported to the
Massachusetts Department of Elementary and Secondary Education.
10/1/2017 10/1/2018 10/1/2019 10/1/2020 10/1/2021 10/1/2022
High School Students 53.5 52 62 71 68 77
Post Graduate Students* 1 1 4 0 0 0
i . M 9 9
*Beginning in FY2021, Minuteman began offering Minuteman Technical Institute(MTI)for post-secondary students. MTI students pay
tuition directly to Minuteman; it had previously been included in the assessment. Two Lexington residents are enrolled in MTI in FY2022.
Appropriated/Authorized Staffing:
No Town staff are charged to this budget.
Budget Recommendations
The FY2024 projected budget for the Minuteman Regional High School assessment is $3,505,042, an
increase $281,144 or 8.72% from the FY2023 budget. This is a preliminary figure, as the district is still
developing its FY2024 budget. Minuteman will hold a public budget hearing on January 24, 2023, and
the Town expects to receive a final FY2024 assessment ahead of publishing the final Recommended
Budget.
The assessment incorporates $929,570 in debt service, a decrease of$(87,582) or (8.6)%. Debt for
the new school building that opened in September 2019 has been issued, and Minuteman projects that
future debt requirements will gradually reduce as debt is paid down.
The annual assessment is broken out as follows -
Category FY2021 FY2022 FY2023 FY2024 $ Change %Change
Minimum Required Contribution $1,057,954 $ 1,156,993 $ 1,158,939 $ 11310,022 $ 151,083 13.0%
Transportation Assessment $ 83,516 $ 109,594 $ 78,524 $ 79,620 $ 11096 1.4%
Remaining Operating Assessment $1,011,769 $ 935,559 $ 969,283 $ 1,182,766 $ 213,483 22.0%
Capital/Debt Service $ 709,909 $ 927,892 $ 1,017,152 $ 929,570 $ (87,582) (8.6)%
Total Assessment 1$2,863,147 $3,130,038 $3,223,898 $3,501,978 $ 278,080 1 8.6%
*Numbers may not add due to rounding.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
III-18
Program: Education
1200 Minuteman Regional High School Town of Lexin tonLexington, MA
Budget Summary:
Funding Sources FY2021 FY2022 FY2023 FY2024 Dollar Percent
Actual Actual Estimate Projected Increase Increase
Tax Levy $ 2,863,147 $ 3,130,038 $ 3,223,898 $ 3,505,042 $ 281,144 8.72%
Total11 Minuteman $ 2,863f 147 $ 3f 130,038 $ 3,223f 898 $ 3,505fO42
Appropriation FY2021 FY2022 FY2023 FY2024 Dollar Percent
Summary Actual Actual Appropriation Recommended Increase Increase
Compensation $ — $ — $ — $ — $ — _%
Expenses $ 2,863,147 $ 3,130,038 $ 3,223,898 $ 3,505,042 $ 281,144 8.72%
Total11 Minuteman $ 21863,147 $ 3f 130,038 . . $ 3,505f1
Level-Service FY2021 FY2022 FY2023 FY2024 Dollar Percent
Requests Actual Actual Appropriation Recommended Increase Increase
Total 1200 Minuteman $ 2,863,147 $ 3,130,038 $ 3,223,898 $ 3,505,042 $ 281,144 8.72%
Object Code FY2021 FY2022 FY2023 FY2024 Dollar Percent
Summary Actual Actual Appropriation Recommended Increase Increase
Salaries&Wages $ — $ — $ — $ — $ — —%
Overtime $ — $ — $ — $ — $ — —%
Compensation $ — $ — $ — $ — $ — —%
Contractual Services $ 2,863,147 $ 3,130,038 $ 3,223,898 $ 3,505,042 $ 2811144 8.72%
Utilities $ — $ — $ — $ — $ — —%
Supplies $ — $ — $ — $ — $ — —%
Small Capital $ — $ — $ — $ — $ — —%
Expenses $ 2,863,147 $ 3,130,038 $ 3,223,898 $ 31505,042 $ 281,144 8.72%
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
III-19
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Section IV: Program 2000m. Shared Expenses
This section includes detailed information about the FY2024 Operating Budget & Financing Plan
for shared expenses. It includes:
• 2100 Employee Benefits IV-3
• 2200 Property & Liability Insurance IV-8
• 2300 Solar Producer Payments IV-10
• 2400 Debt Service IV-12
• 2500 Reserve Fund IV-14
• 2600 Public Facilities IV-17
FY2024 Town Manager's Preliminary Recommended Budget&Financing Plan January 20, 2023
IV-1
This Page Intentionally Left Blank.
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Program: Shared Expenses
2100 Employee Benefits & Insurance Town ofLexin tonLexington, MA
Mission: To provide and manage a comprehensive benefits program for Town and School employees
and retirees.
Budget Overview: Included in the Employee Benefits and Insurance program are costs for the
Town's pension assessment, workers'compensation, unemployment insurance, health, dental and life
insurance benefits and the Medicare tax.
Employee Benefits is comprised of the following:
• Contributory Retirement Assessment: The assessment of the Lexington Contributory
Retirement System levied to the Town to finance a portion of retirement benefits of Town and
non-teaching School employees. This assessment is issued pursuant to Massachusetts General
Laws (MGL) Chapter 32 and is based on an actuarial valuation of the funding obligations of the
Lexington Contributory Retirement System. In addition to this assessment, employee
contributions - ranging from 5% to 11% depending on date of hire - provide the majority of
pension system funding.
• Non-Contributory Retirement: The cost of benefits for employees who retired prior to the
creation of the Lexington Contributory Retirement System. Beginning in FY2023 the Town no-
longer has any non-contributory retirees.
• Employee/Retiree Benefits: The Town's annual contribution for health, dental and life insurance
for active Municipal and School Department employees and retirees, and the Town's 1.45%
share of Medicare tax for all employees hired after 1986.
• Unemployment Compensation: The cost of unemployment payments for eligible employees
separated from Municipal or School Department employment. The Town self-insures for this
expense.
• Workers' Compensation: The medical costs incurred by Municipal and School employees injured
on the job, and medical costs of former public safety employees who retired on accidental
disability. The Town largely self-insures for this expense, but purchases estop loss" insurance
for extraordinary work-related medical claims. The premiums for that insurance are captured in
the Workers' Compensation budget.
Authorized/Appropriated Staffing:
Staff support is provided through the Town Manager's Office, Human Resources and the Finance
Department. Portions of the salaries of four employees are charged to the General Fund health
insurance budget.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IV-3
Program: Shared Expenses
2100 Employee Benefits & Insurance Town ofLexin tonLexington, MA
Budget Recommendations:
The FY2024 recommended All Funds Employee Benefits and Insurance budget is $45,550,598. This is
a $2,615,488 or 6.09% increase from the FY2023 budget. The recommended budget includes the
benefits costs (health, dental, life, Medicare and workers' compensation) for all municipal and school
staff and retirees as of November 1, 2022.
Changes Include:
1. A $765,550, or 8.30% increase in Contributory Retirement based on the approved funding
schedule from the January 1, 2021 actuarial valuation of the Lexington Retirement System, plus
an amount of dedicated tax levy new growth. In FY2023, $1,060,000 of new levy growth from
Takeda personal property taxes was dedicated to the Pension Fund. This amount, plus an
increase of 2.5% per year will continue to be set-aside to the Pension Fund in future years. The
dedicated tax levy plus growth for FY2024 is $9,984,800. For FY2024, $400,000 is funded from
Free Cash, which is the same level of Free Cash funding as in FY2023. The Retirement system's
unfunded liability is expected to be funded by 2030, given the current actuarial assumptions.
2. Beginning in FY2023 the Town no longer has Non-Contributory Retirement costs.
3. A $134,099 or 6.53% increase in the Town's contribution for the Medicare Tax based on
FY2022 actual costs, projected FY2023 and FY2024 salaries and wages, new municipal
positions, and historical rates of increase in this item.
4. A $1,835,478 or 6.21% increase in health insurance costs (General Fund). The FY2024 budget
is based on an increase of 7.0% in health insurance premiums across all plans at November
2022 enrollment levels, and the projected addition of eighty (80) subscribers (new enrollees to
health coverage, either from new retirees, active employees electing to begin or resume
coverage, and active employees switching from individual to family plans).
5. A $(5,864) or (0.53)% decrease in dental insurance costs (General Fund) based on a slight
decrease in premium rates for FY2024 as compared to originally budgeted FY23 rates, further
updated to reflect November 2022 enrollment levels.
6. No increase in life insurance costs based on projected enrollments.
7. Level-funding of unemployment insurance based on the revised budget of $200,000, which is
reflective of average claim activity.
8. A $(125,000) or (20.00)% decrease in workers'compensation costs to a total of $500,000. As
of June 30, 2022, this continuing appropriation account had a total balance of$2,816,884. In
light of the fund balance, staff recommend a gradual reduction in the appropriation through
FY2026, with a guideline of maintaining a fund balance of $2 million.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IV-4
Program: Shared Expenses
2100 Employee Benefits & Insurance Town ofLexin tonLexington, MA
Budget Summary - General Fund
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $35,228,913 $37,215,122 $ 41,577,204 $44,105,427 $ 18,227 $ 44,123,654 $2,546,449 6.12%
Transfers from Enterprise Funds to General
Fund(Indirects) $ 762,237 $ 611,775 $ 805,256 $ 863,256 $ - $ 863,256 $ 58,000 7.20%
Free Cash for Updated Pension Schedule $ -Is - $ 400,000 $ 400,000 $ - $ 400,000 $ - -%
PEG Access Special Revenue Fund $ 5,250 $ 5,575 1$ 5,178 $ 4,991 $ - $ 4,991 1$ (187) -3.61%
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary(General Fund) Actual Actual Revised Request Add/Del Recommended Increase Increase
Compensation $ 103,959 $ 118,996 $ 121,047 $ 126,670.E $ 15,965 $ 142,636 $ 21,589 17.84%
Expenses $35,892,440 $37,713,47E 1$ 42,666,591 $45,247,003 $ 2,261 $ 45,249,265 $2,582,673 6.05%
Total11 Employee Benefits $35,996f4OO $37,832,472 $ 42f787,638 • • .11 $21604,262 • 1"
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Level-Service Requests(General Fund) Actual Actual Revised Request Add/Del Recommended Increase Increase
Total 2110 Contributory Retirement $ 6,679,199 $ 7,417,500 $ 9,219,250 $ 9,984,800 $ - $ 9,984,800 $ 765,550 8.30%
Total 2120 Non-Contributory Retirement $ 15,907 $ 8,798 $ - $ - $ - $ - -%
Subtotal-Retirement $ 6,695,106 $ 7,426,298 $ 91219,250 $ 91984,800 $ - $ 9,984,800 $ 765,550 8.30%
Total 2130 Medicare $ 1,907,961 $ 1,986,677 $ 2,054,651 $ 2,188,255 $ 495 $ 21188,750 $ 134,099 6.53%
Total 2130 Health Insurance $25,448,028 $26,483,798 $ 29,554,494 $31,372,760 $ 17,212 $ 31,389,972 $1,835,478 6.21%
Total 2130 Dental Insurance $ 985,610 $ 1,080,414 $ 1,109,243 $ 1,102,859 $ 520 $ 1,103,379 $ (5,864) -0.53%
Total 2130 Life Insurance $ 20,384 $ 17,160 $ 25,000 $ 25,000 $ - $ 25,000 $ - -
Subtotal-Health/Life Benefits $28,3611983 $29,568,050 $ 32,743,388 $34,6881874 $ 18,227 $ 34,707,101 $1,963,712 6.00%
Total 2140 Unemployment $ 64,311 $ 88,124 $ 200,000 $ 200,000 $ - $ 200,000 $ - -%
Total 2150 Workers Compensation* $ 875,000 $ 750,000 $ 625,000 $ 500,000 Is - $ 500,000 $ 125,000 -20.00%
Subtotal-Other Employee Benefits $ 939,311 $ 838,124 $ 825,000 1$ 7001000 $ - $ 700,000 $ (125,000) -15.15%
Total11 Employee Benefits $35,996,400 $37f832,472 $ 421,787f638 • • .11 $2,604,262 • 1"
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Object Code Summary(General Fund) Actual Actual Revised Request Add/Del Recommended Increase I Increase
Salaries&Wages $ 103,959 $ 118,996 $ 121,047 $ 126,671 $ 15,965 $ 142,636 $ 21,589 17.84%
Overtime $ - $ - $ - $ - $ - $ - -
Personal Services $ 103,959 $ 118,996 $ 121,047 $ 126,671 $ 15,965 $ 142,636 $ 21,589 17.84%
Contractual Services $35,892,440 $37,713,476 $ 42,666,591 $45,247,003 $ 2,261 $ 45,249,265 $2,582,673 6.05%
Utilities $ - $ - $ - $ - $ - $ - $ - -
Supplies $ - $ - $ - $ - $ - $ - $ - -
Small Capital $ - $ - $ - $ - $ - $ - $ - -
Expenses $35,892,440 $37,713,476 $ 42,666,591 $45,247,003 $ 2,261 $ 45,249,265 $2,582,673 6.05%
-----------------------------------------------------------------------------------------------
Budget Summary - Revolving Funds*
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Directed Funding(Revolving Funds) $ 133,586 $ 139,863 $ 147,471 $ 158,697 $ - $ 158,697 1$ 11,226 7.61%
*Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4.
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Level-Service Requests(Revolving Funds) Actual Actual Revised Request Add/Del Recommended Increase Increase
Total 2130 Health Insurance $ 129,199 $ 135,729 $ 143,337 $ 154,563 $ 154,563 $ 11,226 7.83%
Total 2130 Dental Insurance $ 4,387 $ 4,134 $ 4,134 $ 4,134 $ 4,134 I$ - -%
Total11 Employee •• •• • • • 7.61%
-----------------------------------------------------------------------------------------------
Budget Summary - All Funds
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Revised Request Add/Del Recommended Increase Increase
Compensation $ 103,959 $ 118,996 $ 121,047 $ 126,671 $ 15,965 $ 142,636 $ 21,589 17.84%
Expenses $36,026,026 $37,853,339 1$ 42,814,062 $45,405,700 $ 2,261 $ 45,407,962 1$2,593,899 6.06%
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IV-5
Program: Shared Expenses
2100 Employee Benefits & Insurance Town ofLexin tonLexington, MA
Focus on: Health Benefits— Line Item 2130
While the cost of health insurance continues to be a concern for the Town of Lexington, as is the
case with all public and private organizations in this region and across the country, the Town was
successful in negotiating with the Employee Health Insurance Coalition to join the State's Group
Insurance Commission (GIC) health insurance program, which has helped to slow the growth of this
large cost driver.
The Town has an agreement with the Public Employees Committee (PEC) to remain in the GIC through
June 30, 2023, and will begin bargaining for a successor agreement this spring.
The table below displays an approximate distribution of health insurance costs for Municipal and School
employees and Retirees.
Table 1: Health Insurance Budget: FY2019 - FY2024
Increase
FY2019 FY2020 FY2021 FY2022 Budgeted Projected FY2023 to
Actual Actual Actual Actual FY2023 FY2024 FY2024
Town $ 31636,336 $ 31903,453 $ 4,242,098 $ 41148,176 $ 51059,791 $ 51306,524 4.88%
School $12,141,910 $13,170,788 $13,965,697 $131985,906 $16,244,427 $17,270,064 6.31%
Retirees $ 6,725,482 $ 6,980,911 $ 7,165,298 $ 7,233,013 $ 8,175,329 $ 8,718,255 6.64%
Total $22,503,728 $24,055,153 $25,373,093 $25,367,096 $29,479,547 $31,294,843 6.16%
Mitigation Fund (2) --- --- --- --- --- --- ---
Medicar3
Penalty )Part B $ 82,241 $ 78,264 $ 74,935 $ 77,917 $ 74,935 $ 77,917 3.98%
Net Budget Amount $22,585,970 $24,133,417 $25,448,028 $25,445,013 1$29f554f482 $31,372,760 1 6.15%
(1)Portion of salaries attributable to health insurance administration is inclusive in these figures.
(2)Payment made to the Public Employee Committee(PEC)HRA Mitigation Fund to offset increasing co-pays and deductibles.
(3)Medicare Part B Penalty is the penalty the Town must pay due to deferred migration of retirees from active plans to Medicare supplement plans.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IV-6
Program: Shared Expenses
2100 Employee Benefits & Insurance Town ofLexin tonLexington, MA
The table below shows the number of employees and retirees enrolled in the Town"s health insurance
program.
Table 2: Health Insurance Enrollments
FY2023 FY2024
Budget Budget
Based on Actual Subscribers,
plus Additional Projected Lives
Actual Subscribers shown below
Nov. 2018 Nov. 2019 Nov. 2020 Nov. 2021 Nov. 2022
Subscribers (FY2019) (FY2020) (FY2021) (FY2022) (FY2023)
Municipal
Individual 96 107 98 110 105
Family 164 168 171 172 166
subtotal 260 275 269 282 271
School
Individual 356 350 358 376 374
Family 536 561 555 536 520
subtotal 892 911 913 912 894
Retirees 1,289 1,307 1,302 1,338 1,372
subtotal 21441 21493 2,484 21532 21537
Additional projected lives for budget purposes
Position Vacancies
Municipal 9 9
School 26 23
subtotal 35 32
Estimated Open Enrollment/ Qualifying Events(2)
Individual 9 9
Family 27 27
Retirees 44 44
subtotal 80 80
total 21441 21493 2,484 2,647 21649
NIew Po iti'a�n
School(3) 0 12
Municipal (3) 0 1
Facilities Dept. 1 0
subtotal 1 13
Estimated Reduction in'Subscribers,
Retirees
total 21441 21493 2,484 21614 21628
(1)The subscriber counts above do not include COBRA subscribers, but include employees whose salaries and
benefits are funded either fully or partially from non-General Fund sources.
(2)The projection shown under open enrollment/qualifying events is based on an assumption of current employees
losing coverage on their spouse's plans,and changes in marital status or dependent status.
(3) Based on the budgets as recommended by the School Committee and Select Board and assumes that each full-
time equivalent will subscribe to Town's insurance. The cost is estimated at a composite rate based on school and
municipal personnel enrollment.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IV-7
Program: Shared Expenses
2200 Property & Liability Insurance Town of Lexington, MA
Mission: To provide and manage a comprehensive property and liability management program for all
property and equipment in the Town.
Budget Overview: The property and liability management program consists of the following
elements:
• Property and Liability Insurance: The cost of premiums for policies that: (1) protect the Town
against property loss and damage; (2) insure the Town's vehicles; and (3) cover the Town against
liability claims.
• Uninsured Losses: A continuing balance account for uninsured property losses, settlements and
deductibles contained in various insurance policies.
Authorized/Appropriated Staffing:
A portion of the Deputy Town Manager's salary is charged to this line-item in recognition of the
ongoing support provided.
Budget Recommendations:
The FY2024 overall recommendation for Property and Liability Insurance is $1,192,000, which is a
increase from the FY2023 appropriation.
1. Property and liability insurance is increasing by $97,000 or 10.84%. This reflects an anticipated
premium increases of approximately 10% compared to the FY2023 budged amount, and a
4.04% increase in compensation to due to cost of living and contractual increases.
2. A level funding of the budget for uninsured losses. The balance in this continuing balance
account as of June 30, 2022, is $1,011,722. Staff recommend a guideline of maintaining a fund
balance of approximately $1 million.
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
IV-8
Program: Shared Expenses
2200 Property & Liability Insurance Town of Lexington, MA
Budget Summary
Funding Sources FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $1,008,200 $1,055,742 $ 1,064,863 $1,162,050 $ - $ 1,162,050 $ 97,187 9.13 %
Transfers from Enterprise Funds
to General Fund (Indirects) $ 33,096 $ 25,039 $ 30,137 $ 29,950 $ - $ 29,950 $ (187) (0.62)%
Total11 Property : Liability 14 •. 1:1 : 19 111 • 111 ' 111 97f 111 : :. '
Insurance
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $ 37,035 $ 38,718 $ 37,806 $ 39,333 $ - $ 39,333 $ 1,527 4.04 %
Expenses $1,004,261 $1,042,063 $ 1,057,194 $1,152,667 $ - $ 1,152,667 $ 95,473 9.03 %
Insurance
Level-Service Requests FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Total 2210 Property&Liability $ 791,296 $ 830 f781 $ 895,000 $ 992,000 $ - $ 992,000 $ 97,000 10.84 %
Insurance
Total 2220 Uninsured Losses $ 250,000 $ 250,000 $ 200,000 $ 200,000 $ - $ 200,000 $ - 7
-
Total11 Property : Liability 14 •. 1:1 : 19 111 • 111 • 111 • 111 : :. '
Insurance
Object Code Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Salaries&Wages $ 37,035 $ 38,718 $ 37,806 $ 39,333 $ - $ 39,333 $ 1,527 4.04 %
Overtime $ - $ - $ - $ - $ - $ - $ - -
Compensation $ 37,035 $ 38,718 $ 37,806 $ 39,333 $ - $ 39,333 $ 11527 4.04 %
Contractual Services $1,004,261 $1,042,063 $ 1,057,194 $1,152,667 $ - $ 1,152,667 $ 95,473 9.03 %
Utilities $ - $ - $ - $ - $ - $ - $ - -
Supplies $ - $ - $ - $ - $ - $ - $ - -
Small Capital $ - $ - $ - $ - $ - $ - $ - -
Expenses $1,004,261 $1,042,063 $ 1,057,194 1$1,152,667 $ - $ 1,152,667 $ 95,4731 9.03
Insurance
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IV-9
Program: Shared Expenses
2300 Solar Producer Payments Town of Lexington, MA
Mission: To provide obligated payments for the installation and operating costs of the solar array at
the Hartwell Avenue Compost Facility.
Budget Overview: For the solar arrays installed at the Hartwell Avenue Compost Facility, Eversource
elected to reimburse the Town for the solar power generated via monthly payments, rather than issue
a credit on the Town's electric bills. For the rooftop solar panels on Town and School buildings, that
energy is credited in the monthly bill, thereby reducing utility costs at the Department of Public
Facilities. As a means of separately tracking the Hartwell Avenue arrangement, this budget division
reflects:
• Net Metering Credits: The revenues received from Eversource in return for solar power
generated at Hartwell Avenue. Any excess revenues are deposited into the General Fund.
• Solar Producer Payments: The annual amount paid to Syncarpha, the current owner of the
solar panels, for the cost of construction and operating costs.
Authorized/Appropriated Staffing:
No direct staff is charged to this line-item. Staff support is provided through the Public Facilities, Town
Manager and Finance departments.
Budget Recommendations:
The FY2024 overall recommendation for Solar Producer Payments is $390,000, which is level-funded
from the FY2023 appropriation.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IV-10
Program: Shared Expenses
2300 Solar Producer Payments Town of Lexington, MA
Budget Summary
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $(306,604) $(281,965) $ (280,000) $ (280,000) $ - $ (280,000) $ - - %
Net-Metering Credits $ 674,298 $ 642,150 $ 670,000 1$ 670,000 $ - $ 670,000 $ - - %
Total11 Solar Producer . .•4 61 184 91 111 91 111 91 111 '
Payments
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $ - $ - $ - $ - $ - $ - $ - - %
Expenses $ 367,694 $ 360,184 $ 390,000 $ 390,000 $ - $ 390,000 $ - - %
Total11 Solar Producer . .•4 61 :' 91 111 91 111 91 111 '
Payments
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Level-Service Requests Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Total 2300 Solar Producer $ 367,694 $ 360,184 $ 390,000 $ 390,000 $ - $ 390,000 $ - - %
Payments
Total 2300 Solar Producer $ 367f694 $ .1 . 1 111 1 111 1 111
Payments
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Object Code Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Salaries&Wages $ - $ - $ - $ - $ - $ - $ - - %
Overtime $ - $ - $ - $ - $ - $ - $ - - %
Compensation $ - $ - $ - $ - $ - $ - $ - - %
Contractual Services $ - $ - $ - $ - $ - $ - $ - - %
Utilities $ 367,694 $ 360,184 $ 390,000 $ 390,000 $ - $ 390,000 $ - - %
Supplies $ - $ - $ - $ - $ - $ - $ - - %
Small Capital $ - $ - $ - $ - $ - $ - $ - -
Expenses $ 367,694 $ 360,184 $ 390,000 $ 390,000 $ - $ 3901 000 $ -Total -
11 Solar Producer . ... 61 184 91 111 91 111 91 111 '
Payments
Summary of Townwide Solar Credits and Expenses
FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024
Actual** Actual Actual Actual Actuals Estimate Projection
Rooftop Solar Bill Credits $ 303,696 $ 333,329 $ 326,421 $ 308,738 $ 336,046 $ 291,500 $ 330,000
Rooftop PILOT* $ 30,000 $ 30,000 $ 30,000 $ 30,000 $ 30,000 $ 30,000 $ 30,000
Rooftop Solar Payments $ (157,038) $ (159,033) $ (173,254) $ (164,249) $ (156,669) $ (165,000) $ (156,000)
Net Revenue subtotal $ 176,658 $ 204,296 $ 183,167 $ 174,489 $ 209,377 $ 156,500 $ 204,000
Hartwell Solar Revenue $ 647,232 $ 720,493 $ 691,986 $ 674,298 $ 755,891 $ 670,000 $ 700,000
Hartwell PILOT* $ 55,400 $ 55,400 $ 55,400 $ 55,400 $ 55,400 $ 55,400 $ 55,400
Hartwell Annual Lease $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ 1,000
Hartwell Solar Payments $ (355,257) $ (351,839) $ (385,512) $ (367,694) $ (395,706) $ (390,000) $ (390,000)
Net Revenue subtotal $ 348,375 $ 425,054 $ 362,875 $ 363,004 $ 416,585 $ 336,400 $ 366,400
Total Net Revenue $ 525,033 1$ 629,350 $ 546,042 1$ 537,493 1$ 625,962 $ 492,900 $ 570 f400
*Per MA DOR,solar PILOTS(Payments in Lieu of Taxes)are deposited as Personal Property taxes rather than under a
PILOT category of revenue.
**FY2018 costs/revenue for Hartwell are not representative of a full year of operations.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IV-11
Program: Shared Expenses
2400 Debt Service Town of Lexington, MA
Mission: To manage the issuance of Town debt in a manner which protects assets that are required to
deliver town services and yet limits large increases or decreases in annual debt service.
Budget Overview: Debt service includes General Fund principal and interest payments for levy-
supported (non-exempt) debt, both authorized by Town Meeting, as well as for capital projects being
proposed to the 2023 Annual Town Meeting.
Debt service on projects funded from the Compost Revolving Fund is shown in the DPW Budget
element 3420; and debt service for Water and Sewer Enterprise projects is shown in the DPW Budget
under elements 3610 and 3710, respectively.
Debt Service voted to be exempt from Proposition 21/2, while not appropriated by Town Meeting, is
presented for informational purposes.
Authorized/Appropriated Staffing:
There is no direct staff charged to this line-item. Staff support for managing debt service is provided
through the Town Manager and Finance departments.
Budget Recommendations:
Total gross debt service (before mitigation) is increasing by $944,580, or 4.06% compared to FY2023
which reflects a decrease in within levy debt service offset by a larger increase in exempt debt service.
Within-Levy debt service of $6,851,036 is decreasing by $(403,473). or (5.56)% as existing debt on
older projects has been fully paid-off. In recent years the Town has increased the cash capital program
and accordingly reduced the issuance of new within-levy debt. Lower debt service expense reduces
interest costs and creates capacity within the tax levy to fund future capital projects with cash. The
Town will continue to issue new within levy debt to meet ongoing capital needs when cash financing is
not available.
FY2024 gross exempt debt service is projected at $17,356,438, a increase of $1,348,053, or 8.42%
compared to FY2023 gross exempt debt service. The increase in FY2024 exempt debt service is
primarily due to new bonds that will be issued in February 2023 to fund the construction of the new
Police Station. To mitigate the impact of this increase on Lexington taxpayers, it is proposed that
$500,000 of Capital Stabilization Funds be appropriated to offset exempt debt service in FY2024. Net
exempt debt service in FY2024 (after mitigation) is projected to be $16,856,438.
The Town is preparing for a new or renovated Lexington High School in the coming years. This process
and timing are driven by the schedule outlined by the Massachusetts School Building Authority (MSBA).
The Town expects that a future debt exclusion vote will be proposed for the costs of design and
construction for the High School Building project.
The FY2024 proposed capital projects are described in greater detail in Section XI: Capital Investment
in this Town Manager's Preliminary Recommended Budget and Financing Plan.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IV-12
Program: Shared Expenses
2400 Debt Service Town of Lexington, MA
Budget Summary
Funding Sources(All Funds) FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $22,675,688 $241260,322 $ 22,446,769 $23,595,566 $ - $ 23,595,566 $ 1,148,797 5.12%
Fund Transfers
Capital Stab.Fund-Exempt Debt $ 4,600,000 $ 2,800,000 $ 800,000 $ 500,000 $ - $ 500,000 $ (300,000) (37.50)%
Cemetery Sale of Lots Fund $ 40,480 $ 51,933 $ 16,125 $ 50,408 $ - $ 50,408 $ 341283 212.61 %
Betterments Fund $ 61200 $ - $ - $ 11,500 $ - $ 11,500 $ 11,500 -%
Visitors Center Stabilization Fund $ 200,000 $ =- $ - $ 50,000 $ -Is 50,000 $ 50,000 1 -%
Total D-• $27,522,368 $27f112,255 . 23f262,894 ,24,207,474 . . 24f2O7f474 . 944,580 4.06 1
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(All Funds) Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $ - $ - $ - $ - $ - $ - $ - -
Expenses $27,522,368 $27,112,255 $ 23,262,894 $24,207,474 $ - $ 24,207,474 $ 944,580 4.06
• • Debt $ •• $ $ • ••I . I 1 I I $ $ I 1 I I $ •II 81 4.06 /1
Gross Within Levy Debt Service FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Total 2410 Within-Levy Long-Term Principal* $ 6,292,000 $ 5,626,400 $ 51274,000 $ 4,840,333 $ - $ 4,840,333 $ (433,667) (8.22)%
Total 2420 Within-Levy Long-Term Interest $ 1,101,675 $ 956,198 $ 11217,534 $ 1,210,458 $ - $ 1,210,458 $ (7,076) (0.58)%
Total 2430 Within-Levy Short-Term Principal $ 2,712,350 $ 3,708,638 $ 598,529 $ 138,954 $ 138,954 $ (459,575) (76.78)%
Total 2430 Within-Levy Short-Term Interest $ 131,513 $ 73,028 $ 164,446 $ 661,291 $ - $ 661,291 $ 496,845 1302.13
Total GrossDebt $10f237f538 '. 1 •' •' 71254,509 ' • 1 • • 1 • 41 • /1
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Net Within Levy Debt Service Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Total 2410 Within-Levy Long-Term Principal $ 6,292,000 $ 5,626,400 $ 5,274,000 $ 4,840,333 $ - $ 4,840,333 $ (433,667) (8.22)%
Total 2420 Within-Levy Long-Term Interest $ 1,101,675 $ 956,198 $ 1,217,534 $ 1,210,458 $ - $ 1,210,458 $ (7,076) (0.58)%
Total 2430 Within-Levy Short-Term Borrowing $ 2,843,863 $ 3,781,666 $ 762,975 $ 800,245 $ - $ 800,245 $ 37,270 4.88%
Funding from Cemetery Sale of Lots/ $ (246,680) $ (51,933) $ (16,125) $ (111,908) $ - $ (111,908) $ (951783) 594.00%
Betterments/Visitors Center
Exempt Debt Service FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase I Increase
Total ExemptD'• i' i 1 $16f747f991 . • • • . . • $ 11348fO53 • 1
Use of Capital Stabilization Fund to mitigate impact of $(4,600,000) $(2,800,000) $ (800,000) $ (500,000) $ - $ (500,000) $ 300,000 (37.50)%
excluded debt service on property tax bills
Net Exempt Debt Service •• • 1 $13f947,991 $ 15,208,385 • . • • $ $ 16f856f438 $ 1,,648fO53 10.84%
Total GrossDebt All
Funds $ •• $ $ 23f262,894 $ I 1I I $ $ I 1I I $ •II 81 4.06 FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IV-13
Program: Shared Expenses
2500 Reserve Fund Town of Lexington,, Massachusetts
Mission: To provide for extraordinary and unforeseen expenses.
Budget Overview: The Reserve Fund (General Fund) is under the jurisdiction of the Appropriation
Committee. Funds may be utilized for extraordinary and/or unforeseen expenses in any given fiscal
year. If not utilized, the budget in this account reverts to Free Cash at the end of the fiscal year.
Authorized/Appropriated Staffing:
There is no direct staff charged to this line-item. Staff support is provided through the Town Manager
and Finance departments.
Budget Recommendations:
The FY2024 recommendation for the Reserve Fund is $750,000, which is level funded compared to the
original FY2023 appropriation.
In Fall 2022, the Town moved public safety communication equipment from the Police Station at 1575
Massachusetts Ave, to a temporary location at 173 Bedford St. while the new Police Stations is being
constructed. The old communication equipment was not compatible with the infrastructure at the
temporary location and our Police and Fire Departments began to experience radio communication
problems. The Town requested a transfer for the full $750,000 Reserve Fund to replace this public
safety communication equipment. Subsequently, Fall 2022-3 Special Town Meeting, appropriated
$500,000 from tax levy new growth into the Reserve Fund to cover any additional extraordinary and
unforeseen expenses for the remainder of FY2023. The revised Reserve Fund appropriation for FY2023
is $1,,250,000, and to-date, no further transfers have been made from the Reserve Fund for FY2023.
Notes: The FY2021 and FY2022 budgets for the Reserve Fund were $750,000 in each year.
• In FY2021, $15,000 was transferred to the Conservation Division to allow them to respond to a
Letter of Map Revision from the Town of Belmont.
• In FY2022, $174,000 was transferred to the Recreation Department to address a drainage issue
at Pine Meadows Golf Course. An equal amount was transferred back to the Reserve Fund from
the Enterprise Fund at annual Town Meeting.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
III-14
Program: Shared Expenses
2500 Reserve Fund Town of Lexin9 ton Massachusetts
Budget Summary
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $ — $ — $ 11250,000 $ 750,000 $ — $ 750,000 $(500,000) (40.00)%
Total11 Reserve • 1 111 1 111 1 111 11 111) (40.00)%
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Appropriation Request Add/Del Recommended Increase I Increase
Compensation $ — $ — $ — $ —Is — $ — $ — —%
Expenses $ — $ — $ 1,250,000 $ 750,000 1$ — $ 750,000 $(500,000) (40.00)%
Total11 Reserve • 1 111 1 111 1 111 11 111) (40.00)%
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Level-Service Requests Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Total 2500 Reserve Fund $ — $ — $ 1,250,000 $ 750,000 $ —Is 750,000 1$(500,000) (40.00)%
Total11 Reserve • 1 111 1 111 1 111 11 111) (40.00)%
Object Code Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Salaries&Wages $ — $ — $ — $ — $ — $ — $ — —%
Overtime $ — $ — $ — $ — $ — $ — $ — —%
Compensation $ — $ — $ — $ — $ — $ — $ — —%
Contractual Services $ — $ — $ 1,250,000 $ 750,000 $ — $ 750,000 $(500,000) (40.00)%
Utilities $ — $ — $ — $ — $ — $ — $ — —%
Supplies $ — $ — $ — $ — $ — $ — $ — —%
Small Capital $ — $ — $ — $ — $ — $ — $ — —%
Expenses $ — $ — $ 11250,000 $ 750,000 $ — $ 750,000 $(500,000) (40.00)%
Total11 Reserve • 1 111 1 111 1 111 11 111) (40.00)%
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
III-15
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Program: Shared Expenses
2600 Public Facilities Town of Lexington, MA
Mission: The mission of the Department of Public Facilities is to manage the efficient operation and
maintenance of Town buildings, preserve the facility and equipment assets of the Town, and plan and
implement capital improvements. This mission is accomplished by establishing appropriate services in
support of building users, fostering continuous improvement in delivery of services, and by establishing
a five-year capital plan in collaboration with the Permanent Building Committee and other Town
committees.
Budget Overview: The Department of Public Facilities (DPF) is responsible for the coordination and
care of all Town-owned buildings inclusive of those under the control of the Town Manager, Library
Trustees, Recreation Committee, and School Committee. The primary areas of service include custodial
care and cleaning, building maintenance and repair (including preventative maintenance), utilities, and
landscaping and grounds (school buildings only). The DPF administrative staff develops and
implements the maintenance programs that provide services for the Town buildings. In addition, the
DPF Capital Budget and the Building Rental Revolving Fund are managed by DPF staff.
Departmental Initiatives:
1. Continue renovations, additions and new construction at schools to support teaching and
learning environments.
2. Support implementation of Town Public Safety projects.
3. Review results of Conditions Facility Assessment and incorporate into a 20-year capital plan.
4. Implement other priority projects.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IV-17
Program: Shared Expenses
2600 Public Faci l ities Town of Lexington, MA
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FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IV-18
Program: Shared Expenses
2600 Public Facilities Town of Lexington, MA
Authorized/Appropriated Staffing
FY20 21 FY20 2 2 FY20 23 FY20 24
School Facilities 2610 Budget Budget Budget Request
Maintenance Staff 12 12 12 12
Custodian 54 54 54 54
Subtotal FTE 66 66 66 66
Municipal Facilities 2620
Custodian 12 12 12 12
Subtotal FTE 12 12 12 12
Shared Facilities 2630
Director of Public Facilities 1 1 1 1
Assistant Director of Public Facilities 1 1 1 1
Superintendent of Custodial Services 1 1 1 1
Project Manager 1 1 1 1
Facility Superintendent 1 1 1 1
Facility Engineer 1 1 1 1
Event Manager 1 1 1 1
LHS Facility Manager 1 1 1 1
Office Manager 1 1 1 1
Admin.Asst. - Facility Coordinator 1 1 1 1
Admin.Asst. - Clerical/Rental 1 1 1 1
Administrator
Municipal Assistant- Part time* 0.5 0.5 1 1
Subtotal FTE 1 11.5 1 11.5 12.0 12.0
Total FTE 89.5 89.5 .0 .0
Notes:
*In FY2023, a program improvement request revised the Municipal Assistant's responsibilities to reflect
the management of the 20-year capital plan database, and increased the FTE from 0.5 to 1.0.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IV-19
Program: Shared Expenses
2600 Public Facilities Town of Lexington, MA
Budget Recommendations:
The FY2024 recommended All Funds Department of Public Facilities budget inclusive of the General
Fund operating budget and the Building Rental Revolving Fund is $14,552,569. The recommended
budget is a $898,036, or 6.58% increase from the FY2023 budget.
The Department of Public Facilities FY2024 recommended General Fund operating budget, inclusive of
the Education Facilities, Municipal Facilities and Shared Facilities divisions, is $13,,950,503, which is a
$881f 196, or 6.74% increase from the FY2023 General Fund budget.
The General Fund operating budget for Compensation is $6,777,986, and reflects a $316,730 or 4.90%
increase, which provides contractually obligated and projected step increases and cost of living
increases for AFSCME, and the SEIU contract that expired June 30, 2021.
The General Fund operating budget for Expenses is $7,172,517 and reflects a $564,466, or 8.54%
increase. This reflects an overall increase in the cost of cleaning materials and other supplies, contract
labor and utilities.
For FY2024, Utilities are increasing by $424,976 or 10.84%. A project to add extensive solar panels and
batteries to seven school buildings is expected to be complete by the summer of 2023. Staff have
incorporated projected solar savings into the FY2024 budget, however, there should be greater clarity
and refinement of the impact of solar during the development of future budgets, once the panels have
been in operation for a full year.
The FY2024 Facilities Department recommended Building Rental Revolving Fund budget is $602,066,
an increase of $16,840 or 2.88%, which is attributable to increases in wages, staff overtime and
benefits charged to this account.
Program Improvement Requests:
Request Recommended
Salaries Benefits Salaries Benefits
and (reflected in Total and (reflected in Not
Shared Shared
Description Expenses Expenses) Requested Expenses Expenses) Total Recommended
VFA Annual Subscription Fee $ 24,000 $ — $ 24,000 $ — $ — $ $$ 24,000
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IV-20
Program: Shared Expenses
2600 Public Facilities Town of Lexington, MA
Budget Summary - General Fund
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $111120,701 $12,162,718 $ 13,047,022 $14,049,802. $(122,624.5 $ 13,927,178 $ 880,156 6.75 %
PEG Special Revenue Fund $ 20,310 $ 21,212 $ 22,285 $ 23,325 1$ - $ 23,325 $ 1,040 4.67 %
Total .11 • • 1 069 1 1 • 1 1 •• •r r • r r r • r r •• • 7.68 %
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $ 5,588,376 $ 5,966,608 $ 6,461,256 $ 6,777,986 $ - $ 6,777,986 $ 316,730 4.90 %
Expenses $ 5,552,635 $ 6,217,322 $ 61608,051 $7,295,141.5 $(122,624.5 $ 71172,517 $ 564,466 1 8.54 %
Total •11 • : • 1 13f 1691 1 • 1 1 ••r r r • r r •• •• • 4 %
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Program Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
2610-Education Facilities $ 7,904,917 $ 8,814,863 $ 9,220,062 $9,873,489.5 $ (62,418) $ 9,811,071.5 $591,009.5 6.41 %
2620-Municipal Facilities $ 2,024,605 $ 2,191,909 $ 2,457,224 $ 2,759,424 $ (46,692) $ 2,712,732 $ 255,508 10.40 %
2630-Shared Facilities $ 1,211,489 $ 1,177,159 $ 1,392,021 $ 1,440,214 $(13,514.5) $ 1,426,699.5 $34,678.5 2.49
Total •11 • $ 1 $ • • 1 $ 1•• 1 $ 1 $ • $ 13f95Of5O3 $ •• •• 6.74 '
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Object Code Summary Actual Actual Ap
propriation Request Add/Del Recommended Increase Increase
Salaries&Wages $ 5,372,219 $ 5,489,552 $ 6,115,199 $ 6,418,666 $ - $ 6,418,666 $ 303,467 4.96 %
Overtime $ 216,157 $ 477,056 $ 346,057 $ 359,320 $ - $ 359,320 $ 13,263 3.83 %
Persona/Services $ 5,588,376 $ 5,966,608 $ 6,461,256 $ 6,777,986 $ - $ 6,777,986 $ 316,730 4.90 %
Contractual Services $ 1,501,518 $ 1,539,017 $ 1,568,250 $ 1,733,827 $(66,267.5) $ 1,667,559.5 $99,309.5 6.33 %
Utilities $ 3,115,925 $ 3,688,401 $ 3,920,601 $ 4,349,577 $ (4,000) $ 4,345,577 $ 424,976 10.84 %
Supplies $ 809 f598 $ 856,074 $ 868,700 $ 945,877.5 $ (50 f337) $ 895,540.5 $26,840.5 3.09 %
Small Capital $ 125f 594 $ 133 830 $ 250 500 $ 265f 860 $ 2 020 $ 263 840 $ 13f 340 5.33 %
Expenses $ 5,552,635 $ 6,217,322 $ 6,608,051 $7,295,141.5 $(122,624.5 $ 71172,517 $ 564,466 8.54 %
Total •11 • $ 1 $ • • 1 rr /•• 1 $ 1 $ • $ 13f95Of5O3rr •• •• 6.74 '
---------------------------------------------------------------------------------------------
Budget Summary - Non-General Funds
Funding Sources FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Estimate Projected Add/Del Projected Increase Increase
Building Rental Revolving $ 32,591 $ 358,979 $ 586,000 $ 600,650 $ - $ 600,650 $ 14,650 2.50 %
Fund
• •11 • • $ • •r : • • $ •• 111 $ •11 • 1 $ $ •11 • 1 $ • 1 2.50
*PEG revenues are tied to spending. For overall revenue,see Select Board budget presentation.
Appropriations Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Building Rental
Revolving Fund $ 8,458 $ 225,809 $ 585,226 $ 602,066 $ - $ 602,066 $ 16,840 2.88
Personal Services $ 2,333 $ 210,019 $ 368,054 $ 384,178 $ - $ 384,178 $ 16,124 4.38 %
Expenses $ 6,125 $ - $ 198,000 $ 198,000 $ - $ 198,000 $ - - %
Benefits $ - $ 15,789 $ 19,172 $ 19,888 Is - $ 19,888 $ 716 3.73
Total •11 • • r . . r 81 r 585f 226 r 61 1•. r r 61 166 r • • 1 2.88
---------------------------------------------------------------------------------------------
Budget Summary - All Funds
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $ 5,590,709 $ 6,176,627 $ 6,829,310 $ 7,162,164 $ - $ 7,162,164 $ 332,854 4.87 %
Expenses $ 5,558,760 $ 6,217,322 $ 6,806,051 $ 7,493,142 $ (122,625) $ 7,370,517 $ 564,466 8.29
Benefits $ - $ 15,789 $ 19,172 $ 19,888 $ - $ 19,888 $ 716 3.73
Total •11Funds) rr I• I•• .r I 1• : •r • I rr I • • rr (122f625) rr •• rr • 1 • • : '
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IV-21
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Section Vo. Program 3000m. Public Works
This section includes detailed information about the FY2024 Operating Budget & Financing Plan for the
Department of Public Works (DPW). It includes:
• 3000-3500 DPW Summary V-3
• 3100 DPW Administration & Engineering V-8
• 3200 Highway V-12
• 3300 Public Grounds V-16
• 3400 Environmental Services V-20
• 3600 Water Enterprise V-25
• 3700 Sewer Enterprise V-29
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
V-1
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Program: Public Works
3000=3500 DPW Summary Town of Lexington, MA
Mission: The Department of Public Works is a professional team dedicated to enhancing the quality of
life in Lexington and supporting the Town's core values. We make every effort to maximize the
efficient, effective use of our resources in the support, maintenance and upkeep of the infrastructure,
public lands and programs. We are committed to public safety and providing prompt, courteous,
quality service to our customers and each other.
Budget Overview: The Public Works program contains all DPW divisions. The services provided by
Public Works include the maintenance, repair, and construction of the Town's infrastructure, roads,
equipment, and property. The Department of Public Works is responsible for 284 lane miles of road,
154 miles of water mains, 34 miles of trunk sewer lines, 119 miles of street sewer lines, 4,700 catch
basins, 160 pieces of equipment, 9 parks, 4 cemeteries, and the 5.5 mile-long Jack Eddison Memorial
Bikeway. Public Works supports Town functions through the maintenance and repair of facilities such
as playing fields, and the bikeway. This program also includes the Town's water and sewer operations,
which function as separate enterprise funds and are shown in separate enterprise budgets.
Along with the day-to-day duties of DPW staff, many are also actively involved or work with Town
committees. Those committees include the Permanent Building Committee, the Tree Committee, the
Center Committee, the Water and Sewer Abatement Board, the Capital Expenditures Committee, the
Appropriation Committee, the Transportation Safety Group, the Bicycle Advisory Committee, the
Commission on Disabilities, the Monuments and Memorials Committee, Sustainable Lexington
Committee, the Noise Advisory Committee and the Recreation Committee. Committee members and
staff also work collaboratively on internal committees and teams.
Departmental Initiatives:
1. Coordinate Administrative and Operations functions to maintain a functionally efficient
organization.
2. Continue to research, test and implement new technologies to improve efficiencies.
3. Ensure staff accessibility and participation for training and advancement opportunities.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
v-3
Program: Public Works
3000=3500 DPW Summary Town of Lexington, MA
Authorized/Appropriated Staffing
FY2021 FY2022 FY2023 FY2024
Budget Budget Budget Request
Department - •
Director of Public Works 1 1 1 1
Manager of Operations 1 1 1 1
Management Analyst* 0.6 0.6 1 1
Office Manager 1 1 1 1
Department Account Assistant** 2.6 2.6 2.6 2.6
Department Assistant - Pub Grounds/ 1 1 1 1
Cemetery
Department Lead Assistant 1 1 1 1
Town Engineer 1 1 1 1
Assistant Town Engineer 1 1 1 1
Senior Civil Engineer 3 3 3 3
Engineering Assistant 3 3 3 3
Engineering Aide 0.7 0.7 0.7 0.7
Supt. of Equipment, Highways & Drains 1 1 1 1
Highway Foreman 1 1 1 1
Crew Chief 6 6 6 6
Heavy Equipment Operators 16 16 16 16
Information Coordinator 1 1 1 1
Seasonal Laborer 1.7 1.7 1.1 1.1
Equipment Foreman 1 1 1 1
Mechanic 4 4 4 4
Superintendent of Public Grounds 1 1 1 1
Leadmen 7 7 7 7
Arborists 3 3 3 3
Cemetery Foreman 1 1 1 1
Department of Public Works - Compost Revolving Fund
Superintendent of Environmental Services 1 1 1 1
Compost Facility Foreman 1 1 1 1
Leadman*** — — 1 1
Heavy Equipment Operator*** 2 2 1 1
Seasonal Laborer 0.7 0.7 0.7 0.7
•
Explanatory Notes
*The DPW Management Analyst transitioned to full-time in FY2023 via a program improvement.
**Full-time Dept. Account Assistant shown as 0.6 from General Fund; 0.4 is charged to Water/Sewer Enterprise.
***A Heavy Equipment Operator was upgraded to a Leadman in FY2023 as a program improvement.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-4
Program: Public Works
3000=3500 DPW SummaryTown of Lexin ton, MA
9
Budget Recommendations:
The FY2024 recommended All Funds Public Works budget inclusive of the General Fund operating
budget and the Burial Containers, Compost Operations, Lexington Tree Fund, and Minuteman
Household Hazardous Waste revolving funds is $14,271,742. The recommended budget is a $992,102,
or 7.47% increase from the FY2023 budget.
The FY2024 recommended Public Works General Fund operating budget is $12,738,509, which is a
$770,364, or 6.44% increase from the FY2023 General Fund budget.
The General Fund operating budget for Compensation is $5,014,681, and reflects a $136,682 or 2.80%
increase, which is attributable to the cost of contractually obligated step increases and cost of living
adjustments.
The General Fund operating budget for Expenses is $7,723,828 and reflects a $633,682 or 8.94%
increase.
The combined FY2024 recommended Revolving Fund budgets (see page V-7) are $1,303,233 which is
a $(8,262) or -0.63% increase from the FY2023 budget, which includes two position upgrades in the
Water and Sewer division.
Please see the division sections on the following pages for a detailed explanation of the FY2024 budget
changes.
Program Improvement Requests:
Request Recommended
Salaries Benefits Benefits
(reflected in Salaries (reflected in
and Shared Total and Shared Not
Description Expenses Expenses) Requested I Expenses Expenses) Total Recommended
Streetscape Maintenance $ 28,000 $ — $ 28,000 $ — $ — $ — $ 28,000
Program
Assistant Superintendent for $ 83,895 $ 18,949 $ 102,844 $ 102,844
Public Grounds
Leadman Upgrade $ 6,087 $ 6,087 $ —
$ 6,000 $ 87 $ 6,000 $ 87
Leadman Upgrade $ 6,087 $ 6,087 $ —
$ 6,000 $ 87 $ 6,000 $ 87
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-5
Program: Public Works
3000=3500 DPW SummaryTown of Lexin ton, MA
9
Budget Summary:
Funding Sources(General FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Fund) Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $ 91344,507 $ 9,585,798 $ 10,9811494 $11,454,875 $ (114,100) $ 11,340,775 $ 359,281 3.27 %
Enterprise Funds(Indirects) $ 624,564 $ 519,198 $ 614,351 $ 633,912 $ - $ 633,912 $ 19,561 1 3.18 %
Fees,Charges and Available Funds
Free Cash $ - $ - $ - $ 365,272 $ - $ 365,272 $ 365,272 - %
Parking Fund $ 72,900 $ 72,900 $ - $ - $ - $ - $ - - %
Cemetery Trust $ 72,925 $ 95,969 $ 70,000 $ 70,000 $ - $ 70,000 $ - - %
Cemetery Prep Fees $ 237,123 $ 308,303 $ 250,000 $ 250,000 $ - $ 250,000 $ - - %
Misc. Charges for Service $ 114 $ 247 $ 200 $ 200 $ - $ 200 $ - - %
Licenses&Permits $ 143,175 $ 121,191 $ 521100 $ 78,350 $ - $ 78,350 $ 26,250 50.38
Total 11 11 DP • $10f495,308 $10,703f6O5 $ 11f968,145 .19 11 19 1 364 • •• %
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(General Fund) Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $ 4,746,049 $ 4,706,712 $ 4,877,999 $ 5,014,681 $ - $ 5,014,681 $ 136,682 2.80 %
Expenses $ 5,749,259 $ 5,996,893 $ 7,090=146 $ 7,837,928 $ (114,100) $ 7,723,828 $ 633,682 1 8.94 %
Total 11 11 DPW • 'r • • $10,703,605 ' • ' • $ $ 12,738,509 $ 1 • • I I
Program Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(General Fund) Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Total 3110 Administration $ 660,102 $ 689,192 $ 738,687 $ 767,015 $ (100) $ 766,915 $ 28,228 3.82 %
Total 3120 Town Engineering $ 930,378 $ 921,050 $ 1,080,193 $ 1,117,915 $ - $ 1,117,915 $ 37,722 3.49 %
Total 3130 Street Lighting $ 123,287 $ 148,140 $ 203,500 $ 194,300 $ - $ 194,300 $ (9,200) -4.52 %
Total 3210 Highway $ 1,305,787 $ 1,402,731 $ 1,695,756 $ 1,724,389 $ (25,000) $ 1,699,389 $ 3,633 0.21 %
Total 3220 Equipment Maint. $ 753,403 $ 800,784 $ 921,051 $ 1,003,295 $ - $ 1,003,295 $ 82,244 8.93 %
Total 3230 Snow Removal $ 1,447,960 $ 1,445,837 $ 1,585,694 $ 1,662,186 $ (69,000) $ 1,593,186 $ 7,492 0.47 %
Total 3310 Parks $ 1,418,322 $ 1,449,229 $ 1,545,793 $ 1,561,606 $ (20,000) $ 1,541,606 $ (4,187) -0.27 %
Total 3320 Forestry $ 525,200 $ 535,853 $ 523,391 $ 533,103 $ - $ 533,103 $ 9,712 1.86 %
Total 3330 Cemetery $ 344,843 $ 286,447 $ 405,634 $ 409,072 $ - $ 409,072 $ 3,438 0.85 %
Total 3410 Refuse Collection $ 952,423 $ 980,996 $ 1,010,426 $ 1,222,297 $ - $ 1,222,297 $ 211,871 20.97 %
Total 3420 Recycling $ 1,265,853 $ 1,282,728 $ 1,468,095 $ 1,876,197 $ - $ 1,876,197 $ 408,102 27.80 %
Total 3430 Refuse Disposal $ 767,750 $ 760,618 $ 789,925 $ 781,235 $ - $ 781,235 $ (8,690) -1.10 %
Total 11 11 DPW • 'r • $10,703,605 ' 11,968,145 ' • $ (114,100) 'r 12,738,509 'r 1 • • I I
Object Code Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(General Fund) Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Salaries&Wages $ 3,975,546 $ 4,060,081 $ 4,422,844 $ 4,546,720 $ - $ 4,546,720 $ 123,876 2.80 %
Prior Year Retro Payments $ 191,964 $ - $ - $ - $ - $ - - %
Overtime $ 578,539 $ 646,632 $ 455,155 $ 467,961 $ - $ 467,961 $ 12,806 2.81 %
Personal Services $ 4,554,085 $ 4,706,712 $ 4,877,999 $ 5,0141681 $ - $ 51014,681 $ 136,682 2.80 %
Contractual Services $ 4,372,826 $ 4,591,678 $ 5,189,746 $ 5,838,028 $ (88,600) $ 5,749,428 $ 559,682 10.78 %
Utilities $ 399,893 $ 331,109 $ 516,400 $ 602,000 $ (15,500) $ 586,500 $ 70,100 13.57 %
Supplies $ 939,898 $ 1,020,293 $ 1,280,500 $ 1,296,400 $ (10,000) $ 1,286,400 $ 5,900 0.46 %
Small Capital $ 36,641 $ 53,813 $ 103,500 $ 101,500 $ - $ 101,500 $ (2,000) (1.93)%
Expenses $ 5,749,259 $ 5,996,893 $ 7,090,146 $ 7,837,928 $ (114,100) $ 7,723,828 $ 633,682 8.94
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
v-6
Program: Public Works
3000=3500 DPW SummaryTown of Lexin ton, MA
9
-------------------------------------------------------------------------------------------------
Budget Summary - Revolving Funds*
Funding Sources FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(Non-General Fund) Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Regional Cache-Hartwell $ 91248 $ 50,000 $ 501,000 $ - $ - $ - $ (50,000) -100.00
Avenue
Lexington Tree Fund $ 54,120 $ 121,390 $ 75,000 $ 80,000 $ - $ 80,000 $ 5,000 6.67 %
Burial Containers $ 35,680 $ 44,005 $ 60,000 $ 60,000 $ - $ 60,000 $ - - %
Compost Operations $ 804,309 $ 1,075,242 $ 855,000 $ 875,000 $ - $ 875,000 $ 20,000 2.34 %
Refuse&Recycling Collection $ - $ - $ - $ 230,000 $ - $ 230,000 $ 230,000 - %
Rev. Fund
Minuteman Household Hazardous $ 206,854 $ 155,587 $ 260,000 $ 300,000 $ - $ 300,000 $ 40,000 15.38 %
Waste
Total11 11 DPW Rev. 1 44. 11 111 111 111 111 18.85 %
Funds
*Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4.
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(Non-General Fund) Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Regional Cache-Hartwell Avenue(3110)
Expenses $ 1,883 1$ - Is 50,000 Is - Is - Is - $ (50,000) -100.00 %
Tree Revolving Fund(3320)
Expenses $ 23,450 $ 70,000 1$ 75,000 Is 90,000 Is - $ 90,000 1$ 15,000 1 20.00 %
Burial Containers Revolving Fund(3330)
Expenses $ 21,815 $ 24,882 $ 60,000 $ 60,000 $ - $ 60,000 $ - - %
Compost Operations Rev.
Fund(3420) $ 889,409 $ 750,851 $ 866,495 $ 853,233 $ - $ 8531233 $(131262) -1.53%
Compensation $ 352,623 $ 349,716 $ 361,082 $ 370,208 $ - $ 370 f2O8 $ 9,126 2.53 %
Expenses $ 245,515 $ 241,689 $ 194,000 $ 204,000 $ - $ 204,000 $ 10,000 5.15 %
Benefits $ 85,714 $ 1,945 $ 83,938 $ 89,589 $ - $ 89,589 $ 5,651 6.73 %
Debt $ 205,557 $ 157,501 $ 227,475 $ 189,436 $ - $ 189,436 $ (38,039) -16.72 %
Refuse&Recycling Collection Rev. Fund(3420)
Expenses Is - Is - Is - $ 230,000 $ - $ 230,000 $ 230,000 1 - %
Minuteman Household Hazardous Waste(3420)
Expenses $ 255,449 1$ 156,770 $ 260,000 $ 300,000 $ - $ 300,000 $ 40,000 1 15.38
Funds
-------------------------------------------------------------------------------------------------
Budget Summary - All Funds
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(All Funds) Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $ 5,098,672 $ 5,056,428 $ 5,239,081 $ 5,384,889 $ - $ 5,384,889 $ 145,808 2.78 %
Expenses $ 6,297,370 $ 6,490,234 $ 7,729,146 $ 8,721,928 $ (114,100) $ 8,607,828 $ 878,682 11.37 %
Benefits(Revolving Funds) $ 85,714 $ 1,945 $ 83,938 $ 89,589 $ - $ 89,589 $ 5,651 6.73 %
Debt Service(Revolving Fund) $ 205,557 $ 157,501 $ 227,475 $ 189,436 $ - $ 189,436 $ (38,039) -16.72 No
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-7
Program: Public Works
3100 DPW Administration & EngineeringTown of Lexin ton MA
Lexington,
Mission: This element of the budget provides executive direction and leadership to all aspects of the
Department of Public Works (DPW) by promoting best management practices, administering Town
policies and providing engineering support to other DPW divisions and Town departments.
Budget Overview:
DPW Administration includes Administration, Operations, Engineering and Street Lighting. DPW
Administration Management staff plan, supervise, coordinate, schedule and direct the department's
activities. Staff are responsible for preparing budgets, monitoring expenditures, developing bid
specifications for DPW procurements, responding to citizens' questions and concerns, evaluating work
performance, performing inspections, managing projects and scheduling work assignments.
Staff also support various committees including the Permanent Building Committee, the Center
Committee, the Capital Expenditures Committee, the Conservation Committee, the Bicycle Advisory
Committee, the Tree Committee, and Sustainable Lexington.
Division Initiatives:
1. Continue use of work order system and explore other programs that ensure the efficiency of
customer response and also enhance employee skills.
2. Collaborate across divisions to focus on increasing storage, both physical and digital, by
encouraging proper retention times and to eliminate when necessary.
3. Maintain and create a diverse and talented workforce by utilizing improved employee
recruitment processes and and continuing to promote professional growth and development of
staff.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
v-8
Program: Public Works
3100 DPW Administration & Engineering Town of Lexington, MA
..................................................................................
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Authorized/Appropriated Staffing
FY2021 FY2022 FY2023 FY2024
Budget Budget Budget Request
Element3110: DPW Administration
Director of Public Works 1 1 1 1
Manager of Operations 1 1 1 1
Management Analyst* 0.6 0.6 1 1
Office Manager 1 1 1 1
Department Lead Assistant 1 1 1 1
Department Account Assistant" 2.6 2.6 2.6 2.6
Subtotal FTE 7.2 7.2 7.6 7.6
Subtotal FT/PT 7 FT/I PT 7 FT/I PT 8 FT/0 PT 8 FT/0 PT
Element 3120: Engineering I I
Town Engineer 1 1 1 1
Assistant Town Engineer 1 1 1 1
Senior Civil Engineer 3 3 3 3
Engineering Assistant 3 3 3 3
Engineering Aide 0.7 0.7 0.7 0.7
Subtotal FTE 8.7 7.7 8.7 8.7
Subtotal FT/PT 8 FT/1 PT 8 FT/I PT 8 FT/I PT 8 FT/I PT
Tota I FTE 15.9 14.9 15.9 15.9
Total FT/PT 15 FT/2 PT 15 FT12 PT 16 FT/1 PT 16 FT/1 PT
1 FT Assistant split between DPW,Water&Sewer
FY2021 reflects a program improvement request to promote an Engineering Assistant to Senior Engineer.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-9
Program: Public Works
3100 DPW Administration & EngineeringTown of Lexin ton MA
Lexington,
Budget Recommendations:
The FY2024 recommended All Funds Administration and Engineering budget, inclusive of the General
Fund operating budgets for Administration, Engineering and Street Lighting is $2,079,130. The
recommended budget is a $6,750 or 0.33% increase from the FY2023 budget.
The recommended FY2024 Administration and Engineering General Fund operating budget is
$2,079,130 which is a $56,750, or 2.81% increase from FY2023. Of this amount, $1,646,030 is for
Compensation and reflects a $64,550 or 4.08% increase, which is attributable to the cost of
contractually obligated step increases and cost of living adjustments Compensation does not include
any estimate of prospective cost of living increases for contracts expiring on or before June 30, 2023.
Funds for prospective increases are captured in the Salary Adjustment account within the Town
Manager's budget.
The recommended FY2024 Administration and Engineering General Fund operating budget for
Expenses is $433,100 and reflects a $(7,800). or (1.77)% decrease. This is decrease of $(600) or
(1.42)% due to some realignments in the Administration expense budget and $(7,200) or (3.72)% in
the Street Lighting budget, realizing savings in electricity and maintenance expenses due to the LED
Street Light conversion.
Program Improvement Requests:
Request Recommended
Salaries Benefits Salaries Benefits
and (reflected in Total and (reflected in Not
Shared Shared
Description Expenses Expenses) Requested Expenses Expenses) Total Recommended
Streetscape Maintenance $ 28,000 $ — $ 28,000 $ — $ — $ — $ 28,000
Program
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-10
Program: Public Works
3100 DPW Administration & EngineeringTown of Lexin ton MA
Lexington,
Budget Summary:
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $1,131,593 $1,192,280 $ 1,521,603 $ 1,531,839 $ (100) $ 1,531,739 $ 10,136 0.67%
Enterprise Funds(Indirects) $ 437,185 $ 442,964 $ 448,477 $ 468,841 $ - $ 468,841 $ 20,364 4.54%
Fees&Charges
Charges for Service $ 114 $ 247 $ 200 1$ 200 $ - $ 200 $ - -%
Licenses&Permits $ 143,175 $ 121,191 $ 52,100 $ 78,350 $ - $ 78,350 $ 26,250 50.38%
Parking Fund $ 1,700 $ 1,700 $ - $ - $ - $ - $ - -%
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $1,439,150 $1,443,180 $ 1,581,480 $ 1,646,030 $ - $ 1,646,030 $ 64,550 4.08%
Expenses $ 274,617 $ 315,201 $ 440,900 $ 433,200 1$ (100) $ 433,100 $ (7,800) -1.77%
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Program Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Total 3110 DPW Administration $ 660,102 $ 689,192 $ 738,687 $ 767,015 $ (100) $ 766,915 $ 28,228 3.82%
Total 3120 Engineering $ 930f378 $ 921,050 $ 1,080,193 $ 1,117,915 $ - $ 1,117,915 $ 37,722 3.49%
Total 3130 Street Lighting $ 123,287 $ 148,140 $ 203,500 $ 194,300 $ - $ 194,300 $ (9,200) -4.52%
Object Code Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Salaries&Wages $1,428,923 $1,436,156 $ 1,567,491 $ 1,633,909 $ - $ 1,633,909 $ 66,418 4.24%
Overtime $ 10,227 $ 7,024 $ 13,989 $ 12,121 $ - $ 121121 $ 1,868 -13.35%
Personal Services $1,439,150 $1,443,180 $ 1,581,480 $ 1,646,030 $ - $ 11 646,030 $ 64,5 5 0 4.08%
Contractual Services $ 170,346 $ 200 f739 $ 285,300 $ 279,900 $ (100) $ 279,800 $ (5,500) -1.93%
Utilities $ 95,096 $ 89,658 $ 102,400 $ 102,200 $ - $ 1021200 $ (200) -0.20%
Supplies $ 9,131 $ 24,285 $ 52,200 $ 50,100 $ - $ 50,100 $ (2,100) -4.02%
Small Capital $ 44 $ 519 $ 1 000 $ 1 000 $ - $ 1 000 $ - -%
Expenses $ 274,617 $ 315,201 $ 4401900 $ 4331200 $ (100) $ 433,100 $ (7,800) -1.77%
----------------------------------------------------------------------------------------------
Budget Summary - Revolving Funds*
Funding Sources FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Regional Cache- Hartwell Ave. $ 9,248 $ 50,000 1$ 50,000 $ - $ - $ - $ (501000) -100.00%
Total11 Revolving • • 248 1 111 1 111 1 111 11 11'
*Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4.
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Regional Cache- Hartwell Ave.
Expenses $ 1,883 $ - $ 50,000 I$ -Is -Is - $ (50,000) -100.00%
----------------------------------------------------------------------------------------------
Budget Summary - All Funds
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $1,439,150 $1,443,180 $ 1,581,480 $ 1,646,030 $ - $ 1,646,030 $ 64,550 4.08%
Expenses $ 276,499 $ 315,201 $ 490f900 $ 433,200 $ (100) $ 433,100 $ (57,800) -11.77%
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-11
Program: Public Works
3200 Highway Town of Lexin ton, MA
�►
Mission: The Highway Division maintains the town streets, sidewalks and stormwater infrastructure,
providing for the safe movement of vehicular and pedestrian traffic. The Highway Division performs
minor construction repairs, snow and ice operations for roadways and sidewalks, maintains all traffic
signage, traffic markings and supervises contractual service providers that perform repairs, cleaning
and maintenance work. In addition, the Equipment Maintenance Division ensures the Town's fleet is
operational and well maintained by performing repairs, preventive maintenance and managing the fuel
management program.
Budget Overview: The Highway Division includes Highway Maintenance, Equipment Maintenance
and Snow Removal.
• Highway Maintenance is responsible for all public streets, sidewalks, town parking lots, drainage
infrastructure and brooks, performing minor construction repairs, as well as maintaining all
traffic signage and traffic markings.
• Equipment Maintenance is responsible for the repair and preventive maintenance of 160
vehicles, rolling stock and equipment.
• Snow Removal is responsible for removing snow and treating 155 miles of roads and 62 miles of
sidewalks.
The Highway Division staff works with and provides support to the Sidewalk and Center Committees.
Division Initiatives:
1. Continue with the repair and replacement of sidewalks based on the 2020 BETA sidewalk
assessment report.
2. Continue with MS4 permitting requirements including street sweeping, catch basin cleaning,
culvert cleaning, brook cleaning and stormwater BMP's.
3. Take proactive measures to clean and repair catch basins townwide.
4. Provide timely and efficient response to road hazards that arise on Town roads.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-12
Program: Public Works
3200 Highway Town of Lexin ton, MA
�►
Public ors Director
Manager o
peratii'ons
Highway
Su perinten dent
Linformation � ��Highway Foreman I �� Foreman
I
C d i a o�
Crew Chief Mechanic
Heavy Equipment Grader-Shovel Truck rive
Operator Operators
Authorized/Appropriated Staffing
FY2021 FY2022 FY2023 FY2024
Budget Budget Budget Request
Element 3210: Highway Maintenance
Supt. of Equipment, Highways&Drains 1 1 1 1
Highway Foreman 1 1 1 1
Crew Chief 2 2 2 2
Leadman 2 2 2 2
Shovel Operator 1 1 1 1
Heavy Equipment Operator 5 5 5 5
Information Coordinator 1 1 1 1
Seasonal Laborer 0.5 0.5 0.5 0.5
Subtotal FTE 13.5 13.5 13.5 13.5
Subtotal FT/PT 13 FT/1 PT 13 FT/1 PT 13 FT/1 PT 13 FT/1 PT
Element 3220: Equipment Maintenance
Equipment Foreman 1 1 1 1
Mechanic 4 4 4 4
Subtotal FTE 5 5 5 5
Subtotal FT/PT 5 FT/0 PT j 5 FT/0 PT j 5 FT/0 PT 5 FT/0 PT
Tota I FT/PT • • • •
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-13
Program: Public Works
3200 Highway Town of Lexin ton, MA
�►
Budget Recommendations:
The FY2024 recommended Highway budget inclusive of the Highway Maintenance, Equipment
Maintenance and Snow Removal divisions is $4,295,870. The recommended budget is a $93,369, or
2.22%, increase from the FY2023 budget.
The budget for Compensation is $1,582,870, and reflects an increase of $46,669 or 3.04%, which is
attributable to the cost of contractually obligated step increases and cost of living adjustments in the
contract with Public Works staff.
The budget for Expenses is $2,713,,000 and reflects a $46,700 or 1.75% increase which includes an
anticipated $66,000 increase (22.3%) in the cost of gasoline and diesel fuel due to current market
conditions, as well as inflationary increases in supplies and materials across the division. The guardrail
replacement program started in FY2020, and the bicycle sharerow program initiated in FY2018, both
continue in FY2024.
Program Improvement Requests:
None requested.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-14
Program: Public Works
3200 Highway Town of Lexin ton, MA
�►
Budget Summary:
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $3,342,711 $3,501,918 $ 4,133,590 $4,324,671 $ (94,000) $ 4,230,671 $ 97,081 2.35%
Enterprise Funds(Indirects) $ 93,240 $ 76,234 $ 68,911 $ 65,199 $ - $ 65,199 $ (3,712) -5.39%
Fees&Charges
Parking Fund $ 71,200 $ 71,200 $ -Is -Is -is -Is -I -%
Total 11 Highway $ 1 rr •I• rr 4f202f501rr .• . 1 rr • 111 $ 4f295f870 rr • •• 2.22%
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual I Actual I Appropriation Request I Add/Del I Recommended Increase I Increase
Compensation $1,601,662 $1,591,880 $ 1,536,201 $1,582,870 $ - $ 1,582,870 $ 46,669 3.04%
Expenses $1,905,489 $2,057,472 $ 2,666,300 $2,807,000 $ (94,000) $ 2,713,000 $ 46,700 1.75%
Total 11 Highway $ 1 rr •I• $ I 1 1 rr .• . 1 rr • 111 $ 4f295f870 $ • •• 2.22%
Program Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual I Actual I Appropriation Request I Add/Del I Recommended Increase I Increase
Total 3210 Highway Maintenance $1,305,787 $1,402,731 $ 1,695,756 $1,724,389 $ (25,000) $ 1,699,389 $ 3,633 0.21%
Total 3220 Equipment Maintenance $ 753,403 $ 800 f784 $ 921,051 $1,003,295 $ - $ 1,003,295 $ 82,244 8.93%
Total 3230 Snow Removal $1,447,960 $1,445,837 $ 1,585,694 $1,662,186 $ (69f000)1$ 1,593,186 $ 7,492
Total 11 Highway $3f507f151r • r 4f202f501r 1 r 111 r 1 r 369 2.22%
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Object Code Summary Actual I Actual I Appropriation Request I Add/Del I Recommended Increase I Increase
Salaries&Wages $1,124,698 $1,179,636 $ 1,222,877 $1,259,124 $ - $ 1,259,124 $ 36,247 2.96%
Prior Year Retro Payments $ 84,899 $ - $ - $ - $ - $ - -%
Overtime $ 392,064 $ 412,244 $ 313,324 $ 323,746 $ - $ 323,746 $ 10,422 3.33%
Personal Services $1,601,662 $1,591,880 $ 1,536,201 $1,582,870 $ - $ 11582,870 $ 46,669 3.04%
Contractual Services $ 950,752 $1,037,156 $ 11256,000 $1,301,400 $ (68,500) $ 11232,900 $ (23,100) -1.84%
Utilities $ 218,867 $ 1971462 $ 328,300 $ 411,600 $ (15,500) $ 396,100 $ 67,800 20.65%
Supplies $ 705,066 $ 781,842 $ 991,000 $1,005,000 $ (10,000) $ 995,000 $ 4,000 0.40%
Small Capital $ 30,804 $ 41,012 $ 91,000 $ 89,000 $ - $ 89,000 $ 21000 -2.20%
Expenses $1,905,489 $2,057,472 $ 2,666,300 $2,807,000 $ (94,000) $ 2,713,000 $ 46,7001 1.75
Total 11 Highway $3,507,151 rr •I•,352 rr 41202f501rr .• . 1 rr • 111 $ • 1 rr 93,369 I I
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-15
Program: Public Works
3300 Public GroundS Town of Lexington, MA
Mission: The Public Grounds Division, working with other Town Departments, user groups and
concerned citizens, supports various Town services and recreational opportunities that help to preserve
the Town's green character and open spaces, and promote public safety. Through the Cemetery
Division, it also serves bereaved families and provides well-maintained cemetery grounds.
Budget Overview: The Public Grounds Division is comprised of the Parks, Forestry and Cemetery
functions.
• The Parks staff maintain 9 parks, 12 playgrounds, 28 conservation areas, 41 athletic fields, 12
school grounds, 4 tennis facilities, 3 historical sites, the pool and reservoir complexes as well as
the Town's bicycle, fitness and conservation trails totaling approximately 630 acres. Lexington's
athletic fields are used by many groups, which put excessive demands on these facilities. The
new turf program has continued to make a marked improvement in the safety and playability of
these fields.
• The Forestry staff maintain approximately 10,000 street trees, an undetermined number of
trees on Park and Conservation lands and numerous shrub bed plantings on park, cemetery,
school and conservation properties and along right-of-ways.
• The Cemetery staff is responsible for the administration and maintenance of four cemeteries
including 21.5 acres in Westview, 6.9 acres in Munroe, 1.28 in Colonial and 0.5 acres in
Robbins.
Staff support the Recreation, Tree and Bicycle Advisory Committees.
Division Initiatives:
1. Continue the implementation of a proactive park maintenance program to provide safe, well-
maintained, aesthetically pleasing parks, athletic fields and public ground areas.
2. Continue to improve two turf areas per year; the Center Complex softball and Center Complex
little league fields are targeted for FY2024.
3. Continue to implement a proactive tree maintenance program to minimize hazard trees and
provide safe, well-maintained, aesthetically pleasing parks, athletic fields and public ground
areas.
4. Continue the GPS location of graves at Westview Cemetery and begin plans for the other
cemeteries.
5. Continue overseeing the construction of the new cemetery building.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-16
Program: Public Works
3300 Public GroundS Town of Lexington, MA
Public Works Director
Manageirof
Operations
Superintendent o
Publ[: i-ound
Department
Crew Chief Crew Chief Cemetery F`ore rrK�i r�
Ass istant
bead,rnan L,aJb rer tea i rain;
Heavy Ep ipi r nt Heavy E Wpmeint
Ar#a e that
pe rat r Op e rate r
iL
Laborer/Driver
Authorized/Appropriated Staffing
FY2021 FY2022 FY2023 FY2024
Element 3310: Parks Division Budget Budget Budget Request
Superintendent of Public Grounds 1 1 1 1
Crew Chief 3 3 3 3
Leadman 4 4 4 4
Heavy Equipment Operator 8 8 8 8
Subtotal FTE 16 16 16 16
Subtotal FT/PT 16 FT/0 PT 16 FT/0 PT 16 FT/0 PT 16 FT/0 PT
Element 3320: Forestry Division
Crew Chief 1 1 1 1
Arborists 3 3 3 3
Heavy Equipment Operator 1 1 1 1
Seasonal Laborer 0.6 0.6 0.3 0.3
Subtotal FTE 5.6 5.6 5.3 5.3
Subtotal FT/PT 5 FT/2 PT 5 FT/2 PT 5 FT/1 PT 5 FT/1 PT
Element 3330: Cemetery Division
Cemetery Foreman 1 1 1 1
Leadman 1 1 1 1
Heavy Equipment Operator 1 1 1 1
Department Assistant 1 1 1 1
Seasonal Laborer 0.6 0.6 0.3 0.3
Subtotal FTE 4.6 4.6 4.3 4.3
Subtotal FT/PT 4 FT/2 PT 4 FT/2 PT 4 FT/1 PT 4 FT/1 PT
Total
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-17
Program: Public Works
3300 Public GroundS Town of Lexington, MA
Budget Recommendations:
The FY2024 recommended All Funds Public Grounds budget inclusive of the General Fund operating
budgets for the Parks, Forestry and Cemetery divisions and the Burial Containers and Lexington Tree
Fund Revolving Funds is $2,633,781, which is a $23,963 or 0.92% increase over the FY2023 budget.
The combined Parks, Forestry and Cemetery FY2024 recommended General Fund operating budget is
$2,483,781 which is a $8,963 or 0.36% increase from the FY2023 General Fund budget.
The combined Parks, Forestry and Cemetery General Fund operating budget for Compensation is
$1,785,781 and reflects a $25,,463 or 1.45% increase, which is attributable to the cost of contractually
obligated step increases and cost of living adjustments in the contract with Public Works staff.
The combined Parks, Forestry and Cemetery General Fund operating budget for Expenses is $698,000
and reflects a $(16,,500) or (2.31)% decrease .
The combined FY2024 revolving fund budgets are funded at $150,,000, an increase of $15fOOO.
Program Improvement Requests:
Request Recommended
Salaries Benefits Salaries Benefits
and (reflected in Total and (reflected in Not
Shared Shared
Description Expenses Expenses) Requested Expenses Expenses) Total Recommended
FAssistacrnt Superintendent for $ 83,895 $ 18,949 $ 102,844 $ — $ — $ — $ 102,844
rounds
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-18
Program: Public Works
3300 Public GroundS Town of Lexington, MA
Budget Summary:
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $1,884,177 $1,867,257 $ 2,057,855 $2,083,909 $ (20,000) $ 2,063,909 $ 6,054 0.29%
Enterprise Funds(Indirects) $ 94,139 $ - $ 96,963 $ 99,872 $ - $ 99,872 $ 2,909 3.00%
Fees&Charges
Cemetery Prep Fees $ 237,123 $ 308,303 $ 250,000 1$ 250,000 $ - $ 250,000 1$ -I -%
Directed Funding
Cemetery Trust $ 72,925 1$ 95,969 $ 70,000 $ 70,000 $ -Is 70,000 I$ -I -%
Total 11General • $ •• • • • 1 • 1 1 11 • • • • 1 • I
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $1,705,237 $1,671,652 $ 1,760,318 $1,785,781 $ - $ 11785,781 $ 25,463 1.45%
Expenses $ 583,127 $ 599,877 $ 714,500 $ 718,000 $ (20,000) $ 698,000 1$(16,500) -2.31%
• • 11 • • •• • , 2f474f818 1 • 1 111 • • , 8f963 1 • I
Program Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Total 3310 Parks Division $1,418,322 $1,449,229 $ 1,545,793 $1,561,606 $ (20,000) $ 1,541,606 $ (4,187) -0.27%
Total 3320 Forestry $ 525,200 $ 535,853 $ 523,391 $ 533,103 $ - $ 533,103 $ 9,712 1.86%
Total 3330 Cemetery $ 344,843 $ 286,447 $ 405,634 $ 409,072 $ - $ 409,072 $ 3,438 0.85%
• . 11 . • ,2f288f364 ,2f271f529 . 2f474f818 ,2f503f781 , 1 111 , 2f483f781 . 8f963 1 • I
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Object Code Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Salaries&Wages $1,421,925 $1,444,289 $ 1,632,476 $1,653,687 $ - $ 1,653,687 $ 21,211 1.30%
Prior Year Retro Payments $ 107,065 $ - $ - $ - $ - $ - -%
Overtime $ 176,248 $ 227,363 $ 127,842 $ 132,094 $ - $ 132,094 $ 4,252 3.33%
Personal Services $1,705,237 $1,671,652 $ 1,760,318 $1,785,781 $ - $ 11785,781 $ 25,463 1.45%
Contractual Services $ 275,117 $ 349,797 $ 421,500 $ 418,500 $ (20,000) $ 398,500 $(23,000) -5.46%
Utilities $ 85,929 $ 43,989 $ 85,700 $ 88,200 $ - $ 88,200 $ 2,500 2.92%
Supplies $ 216,287 $ 193,809 $ 195,800 $ 199,800 $ - $ 199,800 $ 4,000 2.04%
Small Capital $ 5,794 $ 12,282 $ 11,500 $ 11,500 $ - $ 11,500 $ - -%
Expenses $ 583,127 $ 599,877 $ 714,500 $ 718,000 $ (20,000) $ 698,000 $(16,500) -2.31
• • 11 • • •• • • • $2f 503f 7811 111) $ 2f483f781 $ 8f963 1 • I
--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Budget Summary - Revolving Funds*
Funding Sources FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Estimate Projected Add/Del Projected Increase Increase
Lexington Tree Fund $ 54,120 $ 121,390 $ 75,000 $ 80,000 $ - $ 80,000 $ 5,000 6.67%
Burial Containers $ 35,680 $ 44,005 $ 60,000 $ 60,000 $ - $ 60,000 $ - -%
• . 11 Revolving Funds $ :• :11 • • 111 41 111 41 111 111 3.70%
*Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4.
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual I Actual Appropriation Request I Add/Del I Recommended Increase Increase
Lexington Tree Revolving Fund
Expenses $ 23,450 1$ 70,000 $ 75,000 $ 90,000 Is -Is 90,000 1$ 15,000 1 20.00%
Burial Container Revolving Fund
Expenses $ 21,815 $ 24,882 $ 60,000 1$ 60,000 $ -Is 60,000 I$ -I -%
• . 11 Revolving• • 45f 265 •' :: 111 1 111 1 111 111 11.11%
--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Budget Summary - All Funds
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $1,705,237 $1,671,652 $ 1,760,318 $1,785,781 $ - $ 1,785,781 $ 25,463 1.45%
Expenses $ 628,392 $ 694,759 1$ 849,500 $ 868,000 $ (20,000) $ 848,000 $ (1,500) -0.18%
• . ,2f333f630 ,2f366f411 . 2f609f818 ,2f653f781 , 1 111 , 2f633f781 , 23f9631 I
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-19
Program: Public Works
3400 Environmental Services Town of Lexington, MA
Mission: The Environmental Services Division manages the solid waste, recyclables, yard waste and
household hazardous products generated by households and municipal facilities. The Division also
provides educational materials on ways to reduce solid waste, increase recycling and composting, and
reduce the toxicity of the waste stream.
Budget Overview: The Environmental Services Division includes Refuse Collection and Disposal,
Recycling, Yard Waste and Appliance/Electronic Waste.
Refuse collection is the curbside collection of non-recyclable residential solid waste and the separate
collection of large appliances and yard waste. Recycling is the curbside collection of recyclable
products, management of yard waste operations at the Hartwell Avenue Compost Facility, operation of
the Minuteman Household Hazardous Products regional facility and curbside collection of televisions,
computer monitors and other electronics (CRT's) and drop-off of corrugated cardboard.
The Town entered into a 5-year contract for the collection of trash and recyclables with E. L. Harvey &
Sons, Inc. beginning July 1, 2018 running through June 30, 2023. The Town solicited proposals for a
new refuse and recycling collection contract beginning in FY2024 and price proposals increased
substantially compared to the current contract. The final refuse and recycling collection contract is
under negotiation and will be determined in the coming weeks. This preliminary budget incorporates
expected price increases.
Further, this Preliminary Budget proposes the establishment of a Refuse Collection Revolving Fund and
implementing a fee for collection and disposal of bulky items and white goods. In prior years,
collection and disposal of these large items was included in the the Town's Refuse Collection budget
with regular curbside collection at no additional cost to the user. However, the proposed increase for
refuse collection necessitates a change in services. Creating a Refuse Collection Revolving Fund will
allow the Town to pass-through the collection and disposal expense for large items to the user. Fees
would be set a level that would cover the Town's contracted expense, plus a small administrative fee.
The Town is also currently under contract with Wheelabrator in North Andover for refuse disposal
through June 30, 2025.
Division Initiatives:
1. Continue to support programs to divert organics from residential trash. Since May 2018, DPW has
provided over 1,000 specialized green carts to residents participating in a food scraps program.
Lexington Public Schools divert approximately 100 tons of organics throughout the school year.
2. Continue to assess markets and pricing for compost, loam, leaf, bark mulch and yard waste
disposal permits.
3. Continue to support Zero Waste activities and programs, to promote waste reduction programs at
public events such as Discovery Day, community fairs and other events.
4. Complete implementation of DPW yard/compost facility operation's plan including gate installation,
security and conservation improvements.
5. Explore and implement new revenue opportunities.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-20
Program: Public Works
3400 Environmental Services Town of Lexington, MA
Pubilic Works, Director,
Mai°iagero
Cple ratfion
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r roue tadServ`iCesl
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F&,e a
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Seasonal Attend n1,
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Authorized/Appropriated Staffing
FY2021 FY2022 FY2023 FY2024
Budget Budget Budget Request
Element 3420: Recycling* (Compost Facility)
Superintendent of Environmental Services 1 1 1 1
Compost Facility Foreman 1 1 1 1
Leadman** — — 1 1
Heavy Equipment Operator 2 2 1 1
Seasonal Attendant 0.7 0.7 0.7 0.7
Subtotal FTE 4.7 4.7 4.7 4.7
Subtotal FT/PT 4 FT/1 PT* 4 FT/1 PT* 4 FT/1 PT* 4 FT/1 PT*
*The positions shown in Element 3420: Recycling are paid from the DPW Compost Revolving Fund.
**The FY2023 budget requests upgrading a Heavy Equipment Operator to a Leadman as a program
improvement.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-21
Program: Public Works
3400 Environmental Services Town of Lexington, MA
Budget Recommendations:
The recommended FY2024 All Funds Environmental Services budget inclusive of the General Fund
operating budgets for the Refuse Collection, Recycling and Refuse Disposal divisions and the Compost
Operations and Minuteman Household Hazardous Waste Program Revolving Funds is $5,262,961,
which is a net $868,020 or 19.75% increase from the FY2023 budget.
There is no Compensation in the Refuse Collection, Recycling and Refuse Disposal General Fund
operating budget as all staff are funded within the Compost Operations Revolving Fund budget.
The combined General Fund Refuse Collection, Recycling and Refuse Disposal operating budget for
Expenses is $3,879,,728 and reflects a $611,282 or 18.70% increase. The Refuse Collection expense
budget is recommended at $1,222,297, a increase of $211,871 or 20.97%, and the Recycling expense
budget is recommended at $1,876f 197 a increase of $408,102 or 27.80%, both of which reflect an
anticipated increase in the Town's contracts for refuse and recycling collections. The Refuse Disposal
expense budget is recommended at $781,235, a decrease of $(8,690) or (1.10)%, attributable to a
projected decrease in tonnage, offset by a 3.25% or $2.70 increase in the Town's tipping fee per ton.
The FY2024 revolving fund budgets, including the new Refuse Collection Revolving Fund, are
recommended at $1,383,233, a $256,738 or 22.79% net increase. The Minuteman Household
Hazardous Waste Program Revolving Fund is level-funded at $300,000. The Compost Operations
Revolving Fund is recommended at $853,233, a $(13,262) or (1.53)% decrease. The new Refuse
Collection Revolving Fund has a proposed budget of$230,000 for FY2024.
Program Improvement Requests:
None requested.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-22
Program: Public Works
3400 Environmental Services Town of Lexington, MA
Budget Summary:
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $2,986,026 $3,024,343 $ 31268,446 $3,5141456 $ - $ 31514,456 $246,010 7.53%
Free Cash $ - $ - $ - $ 365,272 $ - $ 365,272 $365,272 -%
Total 3400GeneralFund $2,986,026 1 •• • i • • r • • • • • 1
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(General Fund) Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $ - $ - $ - $ - $ - $ - $ - -%
Expenses $2,986,026 $3,024,343 $ 3,268,446 1$3f879,728 $ - $ 3,879,728 1$611,282 1 18.70
Total 3400GeneralFund •• 1 • 1 •• • i • • • • • • • 1
Program Summary(General FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Fund) Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Total 3410 Refuse Collection $ 952,423 $ 980f996 $ 11010,426 $1,222,296. $ - $ 11222,296.5 $211f870.E 20.97%
Total 3420 Recycling $1,265,853 $1,282,728 $ 11468,095 $1,876,196. $ - $ 1,876,196.5 $408f 101.E 27.80%
Total 3430 Refuse Disposal $ 767,750 $ 760,618 $ 789,925 $ 781,235 $ - $ 781,235 $ (81690) -1.10
Total 3400GeneralFund r •• 1 • 1 r 31268,446 i • • r • • r• • • 1
Object Code Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(General Fund) Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Salaries&Wages $ - $ - $ - $ - $ - $ - $ - -%
Overtime $ - $ - $ - $ - $ - $ - $ - -%
Personal Services $ - $ - $ - $ - $ - $ - $ - -
Contractual Services $2,976,612 $3,003,986 $ 3,226,946 $3,838,228 $ - $ 3,838,228 $611,282 18.94%
Utilities $ - $ - $ - $ - $ - $ - $ - -%
Supplies $ 9,414 $ 20,357 $ 41,500 $ 41,500 $ - $ 41,500 $ - -%
Small Capital $ - $ - $ - $ - $ - $ - $ - -%
Expenses 1$2,986,026 1$3,024,343 $ 3,268,446 1$3,879,728 $ - $ 3,879,728 $611,2821 18.70%
Budget Summary- Revolving-Fu--n-d-s--*
FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Compost Operations Rev. Fund $ 804,309 $1,075,242 $ 855,000 $ 875,000 $ - $ 875,000 $ 20,000 2.34%
Refuse&Recycling Collection Rev. Fund $ - $ - $ - $ 230,000 $ - $ 230,000 $230,000 -%
Minuteman Haz.Waste Rev. Fund $ 206,854 1$ 155,587 1$ 260,000 $ 300,000 $ - $ 300,000 $ 40,000 1 15.38
*Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4.
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compost Operations Rev.Fund $889,409 $750,851 $ 866,495 $853,233 $ - $ 853,233 $(131262 -1.53%
Compensation $ 352,623 $ 349,716 $ 361,082 $ 370f2O8 $ - $ 370,208 $ 9,126 2.53%
Expenses $ 245,515 $ 241,689 $ 194,000 $ 204,000 $ - $ 204,000 $ 10,000 5.15%
Benefits $ 85,714 $ 1,945 $ 83,938 $ 89,589 $ - $ 89,589 $ 51651 6.73%
Debt $ 205,557 $ 157,501 $ 227,475 $ 189,436 $ - $ 189,436 $(38,039) -16.72%
Refuse&Recycling Collection
Rev.Fund $ - $ - $ - $230,000 $ - $ 230,000 $2301,000 -%
Expenses $ - $ - $ - $ 230,000 $ - $ 230,000 $230,000 -%
Minuteman Haz.Waste Rev.Fund $255,449 $156,770 $ 260,000 $300,000 $ - $ 300,000 $40,000 15.38%
Expenses $ 255,449 $ 156,770 $ 260,000 $ 300,000 $ - $ 300,000 $ 40,000 15.38%
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
v-23
Program: Public Works
3400 Environmental Services Town of Lexington, MA
---------------------------------------------------------------------------------------------
Budget Summary - All Funds
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $ 352,623 $ 349,716 $ 361,082 $ 370f2O8 $ — $ 370,208 $ 91126 2.53%
Expenses $3,486,989 $31422,802 $ 3,722,446 $4,613,728 $ — $ 4,613,728 $891,282 23.94%
Benefits(Revolving Fund) $ 85,714 $ 1,945 $ 83,938 $ 89,589 $ — $ 89,589 $ 51651 6.73%
Debt Service(Revolving Fund) $ 205,557 $ 157,501 $ 227,475 $ 189,436 $ — $ 189,436 $(38,039) -16.72
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-24
Program: Public Works
3600 Water Enterprise Town of Lexington, MA
Mission: The Water/Sewer Division strives to enhance the quality of life in Lexington by providing
quality drinking water, and ensuring the proper and safe discharge of our wastewater and by
maintaining our commitment to improving the infrastructure.
Budget Overview: The Water Division budget is comprised of Water Operations, Massachusetts
Water Resources Authority (MWRA) purchases and indirect support from the General Fund.
The Water Operations maintains and repairs the water system that delivers water to Lexington homes
and businesses through 154 miles of water mains, 1,747 fire hydrants and two water towers that store
3.24 million gallons of water. The Town has athree-block inclining rate structure to encourage water
conservation. As a customer uses more water, the water rate for the additional units increases.
Customers are billed twice per year. The Town also sells water to the Town of Bedford at the MWRA
wholesale rate plus an administrative fee. The MWRA provides water to Lexington and greater Boston.
Indirect support from the General Fund reflects Water Enterprise Fund expenses (benefits, insurance
and engineering support) that are appropriated in the General Fund. The Water Enterprise Fund,
therefore, reimburses the General Fund for these expenses through an indirect cost transfer. In
FY2024, the Water Enterprise Fund will contribute to the Other Post-Employment Benefits (OPEB) Trust
Fund in a funding level that matches the contributions of the General Fund.
Departmental Initiatives:
1. Continue with the Hydrant Maintenance Program.
2. Continue implementation of the Automatic Meter Reading Infrastructure System (AMI).
3. Continue working on a valve/hydrant maintenance and/or backflow/cross connection program.
4. Continue to evaluate water usage, to move towards conservation efforts.
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
V-25
Program: Public Works
3600 Water Lexington,Town of Enterprise ton, MA
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Authorized/Appropriated Staffing
FY2021 FY2022 FY2023 FY2024
Budget Budget Budget Request
Superintendent of Water&Sewer 0.5 0.5 0.5 0.5
Utility Billing Manager 0.5 0.5 0.5 0.5
Crew Chief 2 2 2 2
Grader-Shovel Operator 1 1 1 1
Leadman/Cross Connector Inspector* 2 2 2 3
Heavy Equipment Operator* 4 4 4 3
Laborer-Meter Reader 1 1 1 1
Department Assistant 0.2 0.2 0.2 0.2
*The FY2024 budget requests upgrading a Heavy Equipment Operator to a Leadman as a program
improvement.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-26
Program: Public Works
3600 Water Lexington,Town of Enterprise ton, MA
g
Budget Recommendations:
The FY2024 recommended Water operating budget is $13,727,989, inclusive of indirect costs. The
recommended budget reflects a $1,020,752 or 8.03% increase from the FY2023 budget.
The budget for Compensation is $892,639, and reflects a $16,969 or 1.94% increase, which is
attributable to the cost of contractually obligated step increases and cost of living adjustments in the
contract with Public Works staff, as well as a program improvement to upgrade one Heavy Equipment
Operator Position to a Leadman Position.
The budget for Expenses is $577,500 which is an increase of $44,000, or 8.25% from FY2023, and is
primarily due to an increase in Software Maintenance ($68,000), which reflects 54% of the cost for the
Advanced Metering Infrastructure System, with the remaining 46% in the Sewer Enterprise budget.
The software cost was partly offset by a decrease in Meter Supplies due to the success of the AMI
meter replacement program.
In FY2021, a new budget category of Cash Capital was initiated to begin to transition the ongoing
water main replacement program to being funded directly by user charges instead of debt financing.
This is the third year of an 11-year transition to move the entire $2,200,000 annual program to cash
financing. In doing so, rate payers will save a considerable amount on interest costs in the long-term.
The FY2024 recommendation for cash capital is $800,000.
Debt service is recommended to decrease by $(123,811) or (10.11)%.
The preliminary MWRA Assessment is $9,342,814, which is a $849,347 or 10.00% increase from
FY2023. The final assessment will be issued in June 2023.
In FY2024, it is recommended that the Water Enterprise Fund continue contributing to the Other Post-
Employment Benefits Trust Fund, which was initiated in FY2018.
Indirect payments to the General Fund for those costs borne by the General Fund in support of water
operations are projected at $1,011,340, an increase of $34,247 or 3.50%.
Program Improvement Requests:
Request Recommended
Salaries Benefits Salaries Benefits
and (reflected in Total and (reflected in Not
Shared Shared
Description Expenses Expenses) Requested Expenses Expenses) Total Recommended
FLeadman Upgrade $ 61000 $ 87 $ 61087 1$ 6,000 $ 87 $ 6,087 $ —
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-27
Program: Public Works
3600 Water Lexington,Town of Enterprise ton, MA
g
Budget Summary:
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $ - $ - $ - $ -is - $ - $ - -%
Enterprise Funds
Retained Earnings $ - $ - $ - $ - $ - $ - $ - -%
User Charges $13,560,393 $10,8921419 $ 12,397,237 $13,4111989 $ 6,000 1$ 13,4171989 1$1,020f7.52 8.23%
Meter Charges $ 75,844 $ 84,872 $ 35,000 $ 35,000 $ - $ 35,000 $ - -%
Investment Income $ 6,399 $ 11,196 $ 8,000 $ 8,000 $ - $ 8,000 $ - -%
Fees&Charges $ 265,633 $ 398,196 $ 267,000 $ 267,000 $ - $ 267,000 $ - -%
Total .11 Water Enterprise1. 268 $11f386,683 $ 12,707,237 . 111 $ 13f 727,989 $1f020f7521
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Revised Request I Add/Del I Recommended Increase I Increase
Compensation $ 834,114 $ 823,447 $ 875,670 $ 886,639 $ 6,000 $ 892,639 $ 16,969 1.94%
Expenses $ 467,078 $ 462,428 $ 533,500 $ 577,500 $ - $ 577,500 $ 44,000 8.25%
Cash Capital $ 200,000 $ 400,000 $ 600,000 $ 800,000 $ 800,000 $ 200,000 33.33%
Debt $ 965,096 $ 1,097,696 $ 1,224,746 $ 1,100,935 $ - $ 1,100,935 $(123,811) -10.11%
MWRA $ 8,006,399 $ 8,743,912 $ 8,493,467 $ 9,342,814 $ - $ 9,342,814 $ 849,347 10.00%
OPEB $ - $ 2,761 $ 2,761 $ 2,761 $ - $ 2,761 $ - -%
Indirects $ 930,001 $ 918,245 $ 977,093 $ 1,011,340 $ - $ 1,011,340 $ 34,247 3.50%o
Total .11 Water Enterprise $11,402f688 $12f448f489 $ 12,707f23761000 $ 13f 727,9891 1 1
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Program Summary Actual Actual Revised Request I Add/Del I Recommended Increase I Increase
3610 Water Operations $ 2,266,288 $ 2,383,571 $ 2,633,916 $ 2,565,074 $ 6,000 $ 2,571,074 $ (62,842) -2.39%
3620 MWRA $ 8,006,399 $ 8,743,912 $ 8,493,467 $ 9,342,814 $ - $ 9,342,814 $ 849,347 10.00%
Cash Capital $ 200,000 $ 400,000 $ 600,000 $ 800,000 $ - $ 800,000 $ 200,000 33.33%
OPEB $ - $ 2,761 $ 2,761 $ 2,761 $ - $ 2,761 $ - -%
Indirects $ 930,001 $ 918,245 $ 977,093 $ 1,011,340 $ - $ 1,011,340 $ 34,247 3.50%
Total .11 Water Enterprise1 ... $12f448f489 $ 12,707f23761000 $ 13f 727,989 $1f020,7521
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Object Code Summary Actual Actual Revised Request I Add/Del I Recommended Increase I Increase
Salaries&Wages $ 598,162 $ 643,422 $ 689,487 $ 698,035 $ 6,000 $ 704,035 $ 14,548 2.11%
Prior Year Retro Payments $ 54,507 $ - $ - $ - $ - $ - -%
Overtime $ 1811445 $ 180,025 $ 186,183 $ 188,604 $ - $ 188,604 $ 2,421 1.30%
Personal Services $ 834,114 $ 823,447 $ 875,670 $ 886,639 $ 6,000 $ 892,639 $ 16,969 1.94
Contractual Services $ 247,112 $ 300,613 $ 279,800 $ 365,300 $ - $ 365,300 $ 85,500 30.56%
Utilities $ 18,032 $ 25,920 $ 17,000 $ 17,000 $ - $ 17,000 $ - -%
Supplies $ 198,018 $ 135,895 $ 211,700 $ 1701200 $ - $ 170,200 $ (41,500) -19.60%
Small Capital $ 3,916 $ - $ 25,000 $ 25,000 $ - $ 25,000 $ - -%
Expenses $ 467,078 $ 462,428 $ 533,500 $ 577,500 $ - $ 577,500 $ 441000 8.25%
Cash Capital $ 200,000 $ 400,000 $ 600,000 $ 800,000 $ - $ 800,000 $ 200,000 33.33%
Debt $ 965,096 $ 1,097,696 $ 1,224,746 $ 11100,935 $ - $ 1,100,935 $(123,811) -10.11%
MWRA $ 8,0061399 $ 8,743,912 $ 8,493,467 $ 91342,814 $ - $ 9,342,814 $ 849,347 10.00%
OPEB $ - $ 2,761 $ 2,761 $ 2,761 $ - $ 2,761 $ - -%
Indirects $ 930,001 $ 918,245 $ 977,093 $ 1,011,340 $ - $ 1,011,340 $ 34,2471 3.50%
Total .11 Water Enterprise1 ... $12,448,489 $ 12f 707f . 111 $ 13f 727,989 $1f020,7521
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
v-28
Program: Public Works
3700 Sewer Enterprise Town of Lexington, MA
Mission: The Water/Sewer Division strives to enhance the quality of life in Lexington by providing
quality drinking water, by ensuring the proper and safe discharge of wastewater and by maintaining
our commitment to improving the infrastructure.
Budget Overview: The Sewer Division budget is comprised of Wastewater Operations,
Massachusetts Water Resources Authority (MWRA) purchases and indirect support from the General
Fund.
The Sewer Division maintains the wastewater system that serves 99 percent of Town residences and
businesses through 34 miles of trunk lines, 119 miles of street lines and 10,326 service connections.
There are also ten sewage-pumping stations operated by the Sewer Division. The Town has a three-
block inclining rate structure to encourage conservation. Customer sewer usage is determined based
on water usage over the same period, with the exception of meters dedicated to outdoor irrigation.
The MWRA provides wastewater treatment to Lexington and greater Boston at the Deer Island
treatment facility.
Indirect support from the General Fund reflects Sewer Enterprise Fund expenses (benefits, insurance
and engineering support) that are appropriated in the General Fund. The Sewer Enterprise Fund,
therefore, reimburses the General Fund for these expenses through an indirect cost transfer.
In FY2024, the Sewer Enterprise Fund is recommended to contribute to the Other Post-Employment
Benefits (OPEB) Trust Fund in a funding level that matches the contributions of the General Fund.
Departmental Initiatives:
1. Continue the pipe flushing program and root removal in all areas.
2. Work with the Water Enterprise Division on the ongoing Automatic Meter Infrastructure System
project (AMI).
3. Continue to educate the public on the costs and problems created by Inflow & Infiltration.
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
V-29
Program: Public Works
3700 Sewer Enterprise Town of Lexington, MA
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Seasonal Laborer .............
Authorized/Appropriated Staffing
FY2021 FY2022 FY2023 FY2024
Budget Budget Budget Request
Supt. of Water&Sewer 0.5 0.5 0.5 0.5
Utility Billing Manager 0.5 0.5 0.5 0.5
Crew Chief 1 1 1 1
Leadman* 0 0 0 1
Heavy Equipment Operator* 2 2 2 1
Department Assistant 0.2 0.2 0.2 0.2
Seasonal Assistant 0.4 0.4 0.4 0.4
-Seasonal Laborer 0.3 0.3 0.3 0.3
Total FTE 4.9 4.9 4.9 4.9
Tota I FT/PT 3 FT/5 PT 3 FT/5 PT 3 FT/5 PT 3 FT/5 PT
*The FY2024 budget requests upgrading a Heavy Equipment Operator to a Leadman as a program
improvement.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-30
Program: Public Works
3700 Sewer Lexington,Town of Enterprise ton, MA
g
Budget Recommendations:
The FY2024 recommended Sewer operating budget, inclusive of indirect costs, is $12,799,816, a
$1,001,158 or 8.49% increase over the FY2023 budget.
The budget for Compensation is $421,922 and reflects a $22,074 or 5.52% increase, which is
attributable to the cost of contractually obligated step increases and cost of living adjustments in the
contract with Public Works staff, as well as a program improvement to upgrade one Heavy Equipment
Operator Position to a Leadman Position.
The budget for Expenses is $517,400, an increase of $59,000 or 12.87%, which reflects anticipated
inflationary increases for electricity, supplies and materials, and a increase in Software Maintenance
($58,000), which reflects 46% of the cost for the Advanced Metering Infrastructure System. The
software cost was partly offset by a decrease in Meter Supplies due to the success of the AMI meter
replacement program.
In FY2021, a new budget category of Cash Capital was initiated to begin to transition the ongoing
sanitary sewer main replacement program to being funded directly by user charges instead of debt
financing. This is the third year of a 10-year transition to move the entire $1,000.,000 annual program
to cash financing. In doing so, rate payers will save a considerable amount on interest costs in the
long-term. The FY2024 recommendation for cash capital is $400,000.
Debt service is recommended to decrease by $(75,497) or (4.73)%.
The preliminary MWRA Assessment is $9,349,530, which is a $849,,957 or 10% increase from FY2023.
The final assessment will be issued in June 2023.
In FY2024, it is recommended that the Sewer Enterprise Fund continue contributing to the Other Post-
Employment Benefits Trust Fund, which was initiated in FY2018.
Indirect payments to the General Fund for those costs borne by the General Fund in support of sewer
operations are projected at $588,040, a increase of $45,624 or 8.41%.
Program Improvement Requests:
Request Recommended
Salaries Benefits Salaries Benefits
and (reflected in Total and (reflected in Not
Shared Shared
Description Expenses Expenses) Requested Expenses Expenses) Total Recommended
FLeadan Upgrade $ 61000 $ 87 $ 61087 1$ 6,000 $ 87 $ 61 $ —
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-31
Program: Public Works
3700 Sewer Lexington,Town of Enterprise ton, MA
g
Budget Summary:
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy is - $ - $ - $ - $ - $ - $ - -%
Enterprise Funds
Retained Earnings $ - $ -1$ -1$ - $ -1$ -1$ - -%
User Charges $101763,060 $10,831,707 $ 11,436,658 $12,431,816 $ 61000 $ 121437,816 $1,001,158 8.75%
Connection Fees $ 773 $ 11824 $ - $ - $ - $ - $ - -%
Investment Income $ 8,811 $ 51827 $ 81000 $ 8,000 $ - $ 81000 $ - -%
Fees&Charges $ 388,599 $ 462,270 $ 354,000 $ 354,000 $ - $ 354,000 $ - -%
Total11 Sewer Enterprise $11,161,24211,301,628 . . . 61000 $ 12,799,816 $1f001,158 . '•
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Revised Request Add/Del Recommended Increase I Increase
Compensation $ 315,205 $ 279,417 $ 399,848 $ 415,922 $ 61000 $ 4211922 $ 22,074 5.52%
Expenses $ 325,634 $ 329,323 $ 458,400 $ 517,400 $ - $ 5171400 $ 59,000 12.87%
Cash Capital $ 100,000 $ 200,000 $ 300,000 $ 400,000 $ - $ 400,000 $ 100,000 33.33%
Debt $ 1,243,337 $ 11352,192 $ 11595,417 $ 11519,920 $ - $ 11519,920 $ (751497) -4.73%
MWRA $ 7,922,359 $ 8/177/213 $ 81499,573 $ 91349,530 $ - $ 91349,530 $ 8491957 10.00%
OPEB $ - $ 31004 $ 31004 $ 31004 $ - $ 31004 $ - -%
Indirects $ 541,663 $ 514,111 $ 5421416 $ 588,040 $ - $ 588,040 $ 45,624 8.41%
Total11 Sewer Enterprise1 . 1 .1 $ 11,798,658 $121793,816 . 111 $ 12,799,816 $1f001,158 . '•%
Program Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Revised Request Add/Del I Recommended Increase I Increase
3710 Sewer Enterprise $ 11884,177 $ 11960,933 $ 21453,665 $ 2,453,242 $ 61000 $ 21459,242 $ 51577 0.23%
3720-MWRA $ 7,922,359 $ 81177,213 $ 81499,573 $ 91349,530 $ - $ 91349,530 $ 849,957 10.00%
Cash Capital $ 100,000 $ 200,000 $ 300,000 $ 400,000 $ - $ 400,000 $ 100,000 33.33%
OPEB $ - $ 31004 $ 31004 $ 31004 $ - $ 31004 $ - -%
Indirects $ 541,663 $ 514,111 $ 5421416 $ 588,040 $ - $ 588,040 $ 45,624 8.41%
Total11 Sewer Enterprise1 1 .1 $ 11,798,658 $121793,816 61000 $ 12,799,816 $1f001,158
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Object Code Summary Actual Actual Revised Request Add/Del I Recommended Increase I Increase
Salaries&Wages $ 252,732 $ 241,222 $ 314,031 $ 328,989 $ 61000 $ 3341989 $ 20,958 6.67%
Prior Year Retro Payments $ 12,329 $ - $ - $ - $ - $ - -%
Overtime $ 50,144 $ 38,195 $ 85,817 $ 86,933 $ - $ 86,933 $ 11116 1.30%
Personal Services $ 315,205 $ 279,417 $ 399,848 $ 415,922 $ 61000 $ 421,922 $ 22,074 5.52 Wo
Contractual Services $ 131,011 $ 148,624 $ 2071400 $ 2921400 $ - $ 2921400 $ 85,000 40.98%
Utilities $ 111,977 $ 149,329 $ 131,000 $ 132,000 $ - $ 132,000 $ 11000 0.76%
Supplies $ 81,788 $ 31,370 $ 105,900 $ 79,000 $ - $ 79,000 $ (26,900) -25.40%
Small Capital $ 858 $ - $ 141100 $ 14,000 $ - $ 14,000 $ 100 -0.71%
Expenses $ 325,634 $ 329,323 $ 458,400 $ 5171400 $ - $ 517,400 $ 591000 12.87%
Cash Capital $ 100,000 $ 200,000 $ 300,000 $ 400,000 $ - $ 400,000 $ 100,000 33.33%
Debt $ 1,243,337 $ 1/352/192 $ 11595,417 $ 11519,920 $ - $ 11519,920 $ (751497) -4.73%
MWRA $ 7,922,359 $ 81177,213 $ 81499,573 $ 91349,530 $ - $ 91349,530 $ 849,957 10.00%
OPEB $ -is 31004 $ 31004 $ 31004 $ - $ 31004 $ - -%
Indirects $ 541,663 $ 514,111 $ 542,416 $ 588,040 $ - $ 588,040 $ 45,624 8.41%
Total11 Sewer Enterprise1 1 .1 $ 11,798,658 $121793,816 . 111 $ 12,799,816 $1f001,158 . '
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
V-32
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Section VI: Program 4000m. Public Safety
This section includes detailed information about the FY2019 Operating Budget & Financing Plan for
public safety. It includes:
• 4100 Law Enforcement VI-3
• 4200 Fire & Rescue VI-8
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
VI-1
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Program: Public Safety
4100 Law Enforcement Town of Lexington, MA
Mission: The Lexington Police Department provides public safety services to enhance the quality of
life in Lexington. A team of dedicated police officers, detectives, dispatchers and support staff work in
a coordinated manner to effectively intervene in emergencies, promote traffic safety, suppress crime,
reduce fear and deliver services to the community through a variety of prevention, problem solving and
law enforcement programs.
Budget Overview: The Police Department is comprised of seven divisions: Administration, Patrol
and Enforcement, Traffic Bureau, Investigations, Dispatch, Animal Control and Crossing Guards. In
FY2022, the Police Department responded to 14,711 calls for service with 851 crimes investigated.
The Administration division is comprised of 11 full-time and 6 part-time employees including: the Chief
and two Captains who oversee administrative and operational functions including budget, planning,
training, personnel administration, public affairs and policy development; four Lieutenants who each
lead a workgroup consisting of patrol officers, dispatchers and a Sergeant providing 24/7 policing
services; an administrative Sergeant who tends to the accreditation program as well as detail
assignments and event planning; an office manager and clerk who handle records management,
accounting and payroll; 6 cadets who provide administrative support; and a mechanic who purchases,
equips and maintains the vehicle fleet and other specialized equipment.
The Patrol and Enforcement division is comprised of 34 officers (29 patrol officers and five sergeants)
responsible for responding to a variety of critical front-line services 24/7 including intervening in
emergencies, promoting crime prevention and traffic safety as well as suppressing crime.
The Traffic Bureau has one supervisor who oversees the Parking Enforcement Officer (PEO) and one
account assistant. Meter and parking enforcement in Lexington Center is done by the PEO. The Traffic
Bureau supervisor also manages the school crossing guard program.
The Investigations division is supervised by a Detective Lieutenant who is assisted by the Sergeant
Prosecutor and oversees six detectives responsible for investigation and prevention including: three
major case detectives, a family services detective, a Community Resource Officer (CRO) and a School
Resource Officer (SRO).
The Dispatch division is comprised of ten civilian dispatchers responsible for directing the proper
resources for over 14,000 service calls that require a police, fire or medical unit response.
The Animal Control division entered into an agreement to share a full-time Animal Control Officer (ACO)
with the Town of Bedford in October 2015, with 70%, or 27 hours per week allocated to Lexington.
The ACO is an employee of the Town of Bedford, but will continue to work collaboratively with the
Lexington Board of Health regarding animal related health issues.
The School Crossing guard program has 18 part-time civilian members who cover 16 school crossings
during the school year.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VI-3
Program: Public Safety
4100 Law Enforcement Town of Lexington, MA
Departmental Initiatives:
1. The Police Department has been relocated to its temporary location at 173 Bedford Street. We will
now focus on the construction of the new police station and continue to work with the architects from
Tecton, the builders from CTA Construction Managers and members of the Facilities Department,
Permanent Building Committee and other members of town government and community groups for the
duration of the project.
2. There have been major changes in the past year regarding documentation and submissions
surrounding the Accreditation Process and Peace Officer Standards and Training (POST). We will be
reviewing our current processes and making changes as needed to ensure we are meeting and
exceeding all standards in the area of training; including Diversity, Equity and Inclusion (DEI), Mental
Health and De-Escalation as well as meeting strict submission timelines.
3. In Accordance with the Green Fleet Policy adopted by the Select Board in 2021 and in collaboration
with the Sustainability and Resilience Officer, the department will continue to explore innovative ways
to incorporate fuel efficient and zero emission vehicles into the police fleet. We currently have five (5)
hybrid vehicles in our patrol fleet and one (1) electric vehicle in an administrative capacity.
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FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VI-4
Program: Public Safety
4100 Law Enforcement Town of Lexington, MA
Authorized/Appropriated Staffing:
FY2021 FY2022 FY2023 FY2024
Budget Budget Budget Request
Chief 1 1 1 1
Captain of Operations 1 1 1 1
Captain of Administration 1 1 1 1
Administrative Sergeant 1 1 1 1
Lieutenants(Patrol) 4 4 4 4
Sergeants (Patrol) 5 5 5 5
Police Officers 29 29 29 29
Lieutenant(Detective) 1 1 1 1
Sergeant(Detective-Prosecutor) 1 1 1 1
Detectives; Major Case 3 3 3 3
Family Services Detective 1 1 1 1
School Resource Officer 1 1 1 1
Community Resource Officer 1 1 1 1
Cadets- 6 part-time 3.06 3.06 3.06 3.06
Parking Enforcement Officer 1 1 1 1
Dispatch Supervisor 1 1 1 1
Dispatchers 9 9 9 9
Office Manager 1 1 1 1
Traffic Bureau Supervisor 1 1 1 1
Administrative Assistant 1 1 1 1
Department Account Assistant 1 1 1 1
Mechanic 1 1 1 1
Animal Control - 1 part-time — — — —
Parking Lot Attendants- 8 part-time 2.81 — — —
Crossing Guards- 18 part-time 3.69 3.69 3.91 3.91
Total • 72.75 72.97 72.97
50 Officers 50 Officers 50 Officers 50 Officers
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VI-5
Program: Public Safety
4100 Law Enforcement Town of Lexington, MA
Budget Recommendations:
The FY2024 recommended Police Department budget is $9,051,330 which is a $785,953 or 9.51%
increase from the FY2023 budget.
The budget for Compensation is $7,868,662 and reflects an increase of $699,355 or 9.75%, which is a
net increase that reflects contractually obligated step increases as well as cost of living and stipend
increases for contracts that expired. Compensation does not include any estimate of prospective cost
of living increases for contracts expiring on or before June 30, 2023. Funds for prospective increases
are captured in the Salary Adjustment account within the Town Manager's budget.
The budget for Expenses is $1,182,668 and reflects an increase of $86,598 or 7.90%. The majority of
the increase is due to the purchase of additional Hybrid vehicles in our fleet along with the costs
associated to transfer and/or upgrade the equipment to fabricate these vehicles for Police use. There
were minor increased costs due to general inflation as well as a decrease in costs mainly in contractual
services; CodeRed was transferred to the Town Manager's budget and there were a decrease in costs
associated with meter and credit card transaction fees.
Program Improvement Requests:
Request Recommended
Salaries Benefits Salaries Benefits
and (reflected in Total and (reflected in Not
Shared Shared
Description Expenses Expenses) Requested Expenses Expenses) Total Recommended
Professional Standards $ 149,160 $ 19,895 $ 169,055 $ — $ — $ — $ 169,055
Lieutenant
Deputy Chief Position $ 91237 $ — $ 9,237 $ — $ — $ — $ 9,237
Community Resource Dog $ 20,000 $ — $ 20,000 $ — $ — $ — $ 20,000
School Resource Officer $ 96,521 $ 19,132 $ 115,653 $ — $ — $ — $ 115,653
Code Enforcement Officer $ 16,000 $ — $ 16,000 $ — $ — $ — $ 16,000
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VI-6
Program: Public Safety
4100 Law Enforcement Town of Lexington, MA
Budget Summary
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $71471,636 $71565,076 $ 81046,377 $81770,330 $ (35,000) $ 8,735,330 $688,953 8.56%
Fees&Charges
Fees $ 88,026 $ 92,420 $ 115,000 $ 115,000 $ - $ 115,000 $ - -%
Fines&Forfeitures $ 59,820 $ 79,398 $ 101,000 $ 98,000 $ - $ 98,000 $ (3,000) -2.97%
Licenses&Permits $ 51100 $ 31900 $ 31000 $ 31000 $ - $ 3,000 $ - -%
Parking Fund* $ 312,100 $ 312,100 $ - $ 100,000 $ - $ 100,000 $ 100,000 -%
Total11 Law Enforcement • •: 8fO52,895 $ 81265f377 $9,086,330 111) $ 9f051,330 $ 785f953 • I
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Revised Request Add/Del Recommended Increase Increase
Compensation $7,002,993 $7,047,347 $ 7,169,307 $7,868,662 $ - $ 7,868,662 $699,355 9.75%
Expenses $ 933,689 $ 11005,548 $ 11096,070 $11217,668 $ (35,000) $ 1,182,668 $ 86,598 7.90%
Total11 Law Enforcement • •: • 1 :9 81265,377 $9,086,330 111 1 1 $ 785f953 • I
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Program Summary Actual Actual Revised Request Add/Del Recommended Increase Increase
Total 4110 Police Administration $ 11920,486 $ 1,645,214 $ 11785,846 $1,918,504 $ (11000) $ 1,917,504 $ 131,658 7.37%
Total 4120 Patrol&Enforcement $3,765,199 $4,2041150 $ 4,186,368 $4,726,391 $ - $ 4,726,391 $ 540,023 12.90%
Total 4130 Traffic Bureau $ 428,958 $ 389,295 $ 3991256 $ 416,174 $ (34,000) $ 382,174 $ (17,082) -4.28%
Total 4140 Investigations $ 917,043 $ 8321152 $ 920,843 $1,009,435 $ - $ 1,009,435 $ 88,592 9.62%
Total 4150 Dispatch $ 700,905 $ 759,419 $ 722,587 $ 779,975 $ - $ 779,975 $ 57,388 7.94%
Total 4160 Animal Control $ 67,053 $ 691728 $ 73,104 $ 75,400 $ - $ 75,400 $ 2,296 3.14%
Total 4170 Crossing Guards $ 137,039 $ 152,937 $ 177,373 $ 160,451 $ - $ 160,451 $ (16,922) -9.54%
Total11 Law Enforcement • •: : 1 :9 81265,377 $9,086,330 111) $ 9f051,330 $ 785f953 • I
Object Code Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Revised Request Add/Del Recommended Increase Increase
Salaries&Wages $5,754,440 $5,575,843 $ 61146,308 $6,822,838 $ - $ 6,822,838 $676,530 11.01%
Prior Year Retro Payments $ - $ - $ - $ - $ - $ - $ - -%
Overtime $ 11248,553 $ 11471,504 $ 11022,999 $1 045 824 $ - $ 1 045 824 $ 22 825 2.23%
Personal Services $7,002,993 $7,047,347 $ 7,169,307 $7,868,662 $ - $ 71868,662 $699,355 9.75%
Contractual Services $ 287,089 $ 330,177 $ 419,324 $ 437,578 $ (35,000) $ 402,578 $ (16,746) -3.99%
Utilities $ 112,457 $ 111,930 $ 1641747 $ 166,523 $ - $ 166,523 $ 1,776 1.08%
Supplies $ 264,008 $ 264,609 $ 219,623 $ 230,067 $ - $ 230,067 $ 10,444 4.76%
Small Capital $ 270,135 $ 298,832 $ 292,376 $ 383,500 $ - $ 383,500 $ 91,124 31.17%
Expenses $ 933,689 $1,005,548 $ 11096,070 $1f217,668 $ (35,000) $ 1,182,668 $ 86,598 7.90
Total11 Law Enforcement •• 1:. 1 111 1 1 •
*Reflects transfers from the Parking Fund to the General Fund rather than actual revenue from parking permits,Depot Square lot fees,and Pay-by-Phone and meter
revenue. The fund balance is insufficient to support a transfer to the General Fund in FY2023 and FY2024 due to effects from the pandemic as well as sizeable capital
projects in FY2022.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VI-7
Program: Public Safety
4200 Fire & Rescue Town of Lexington, MA
Mission: The Lexington Fire Department protects the people, homes and businesses in our
community from fire, medical emergencies, hazardous material incidents and natural disasters. This is
accomplished through public education, safety code management and emergency response.
Budget Overview: The Fire Department is comprised of five divisions: Administration, Fire
Prevention, Fire Suppression, Emergency Medical Services and Emergency Management.
• Administration is responsible for developing policies and procedures, training, inventory control,
financial and budgetary oversight, and managing the day-to-day operations of the Department.
• Fire Prevention is responsible for fire code enforcement activities, public education, plan review,
permit application and approval, flammable/combustible liquid storage approval and regulatory
enforcement of blasting applications and permits.
• Fire Suppression is staffed 24/7, operating out of two stations and responding to emergency
calls including: fire suppression, motor vehicle accidents, medical emergencies, hazardous
material responses, and other emergency incidents.
• Emergency Medical Services operates in conjunction with the Fire Suppression division, staffing
two ambulances 24/7 at the Advanced Life Support (ALS) level. These vehicles respond to over
2,500 calls for assistance annually.
• Emergency Management is responsible for communications with the Federal Emergency
Management Agency (FEMA) and the Massachusetts Emergency Management Agency (MEMA),
as well as reviewing and commenting on numerous Townwide emergency operation plans. The
Chief serves as the Emergency Management Director and the department's administrative staff
support this division.
Departmental Initiatives:
1. Implement online inventory tracking continues to be developed.
2. Role out online fire permitting process has made great progress and continues to expand.
3. Develop an improved employee recruitment process to address diversity and retention.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VI-8
Program: Public Safety
4200 Fire & Rescue Town of Lexington, MA
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Budget Budget Budget Request
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Assistant Fire Chief 2 2 2 2
Office Manager 1 1 1 1
Fire Inspector 1 1 1 1
Fire Captains 4 4 4 4
Fire Lieutenants 12 12 12 12
Firefighters/Paramedics 44 44 44 44
Fire Prevention Assistant 0.86 0.86 0.86 0.86
Total FTE • i • • i • • i • • i •
Total • • • •
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VI-9
Program: Public Safety
4200 Fire & Rescue Town of Lexington, MA
Budget Recommendations:
The FY2024 recommended Fire Department budget is $8,120,441. The recommended budget is a
$51,973 or 0.64% increase from the FY2023 budget.
The recommended budget for Compensation is $7,286,211, and reflects an increase of $16,546 or
0.23% from the revised FY2023 budget for contractually obligated step increases. Compensation does
not include any estimate of prospective cost of living increases for contracts expiring on or before June
301 2023. Funds for prospective increases are captured in the Salary Adjustment account within the
Town Manager's budget.
The budget for Expenses is $834.,230 and reflects a net increase of $35,427 or 4.44%, which includes
anticipated increases in diesel fuel costs ($18,370); increases in fire apparatus, ambulance and fleet
vehicle maintenance costs ($10,000); increases in turnout gear due to routine replacement and new
technology that better protects our firefighters ($18,000); and an increase in contract services to cover
ambulance billing fee increases ($15,000).
Program Improvement Requests:
Request Recommended
Salaries Benefits Benefits
(reflected in Salaries (reflected in
and Shared Total and Shared Not
Description Expenses Expenses) Requested Expenses Expenses) Total Recommended
Lieu t e nant Fire Inspector $ 87,438 $ 19,000 $ 106,438 $ —Is —Is — $ 106,438
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VI-10
Program: Public Safety
4200 Fire & Rescue Town of Lexington, MA
Budget Summary
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $61357,519 1$61479,688 1$ 6,644,793 $6,631,766 $ - $ 6,631,766 1$ (13,027) -0.20%
Fees&Charges
Ambulance Fees $1,157,735 $1,425,457 $ 1,340,000 $ 1,400,000 $ - $ 1,400,000 $ 60,000 4.48%
Fire Department Fees $ 47,395 $ 39,061 $ 33,675 $ 38,675 $ - $ 38,675 1$ 5,000 14.85%
Licenses&Permits $ 55,120 $ 55,450 1$ 50,000 $ 50,000 $ - $ 50,000 $ - -%
Total11 Fire . . . . . 168 .. . 1 8f1201441 $ 51f973 1 .
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Revised Request Add/Del Recommended Increase Increase
Compensation $6,987,078 $7,367,013 $ 7,269,665 $7,286,211 $ - $ 7,286,211 $ 16,546 0.23%
Expenses $ 630 f691 $ 632,642 $ 798,803 $ 834,230 $ - $ 834,230 $ 35,427 4.44%
Total11 Fire . Rescue r 7f6l7f769 • . 1•. •• • 8f120f441 $ 51f973 1 •
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Program Summary Actual Actual Revised Request Add/Del Recommended Increase Increase
Total 4210 Fire Administration $ 550,049 $ 550,877 $ 608,685 $ 647,740 $ - $ 6471740 $ 39,055 6.42%
Total 4220 Fire Prevention $ 233,563 $ 244,408 $ 245,071 $ 253,635 $ - $ 253,635 $ 8,564 3.49%
Total 4320 Fire Suppression $6,625,477 $6,998,539 $ 6,945,138 $ 6,963,325 $ - $ 6,963,325 $ 18,187 0.26%
Total 4240 Emergency Medical $ 204,780 $ 199,733 $ 261,174 $ 247,041 $ - $ 247,041 $ (14,133) -5.41%
Services
Total 4250 Emergency $ 3,900 $ 6,099 $ 8,400 $ 8,700 $ -Is 8,700 $ 300 3.57%
Management
Total11 Fire . 617f 769 . . 168 468 . 120f441 $ - $ . 120f4411 .
Object Code Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Revised Request Add/Del Recommended Increase Increase
Salaries&Wages $5,878,461 $5,993,437 $ 6,133,174 $ 6,134,946 $ - $ 6,134,946 $ 1,772 0.03%
Overtime $1,108,616 $1,373,576 $ 1,136,491 $ 1,151,265 $ - $ 1,151,265 $ 14,774 1.30%
Personal Services $6,987,078 $7,367,013 $ 7,269,665 $7,286,211 $ - $ 71286,211 $ 16,546 0.23%
Contractual Services $ 292,933 $ 324,000 $ 351,154 $ 378,744 $ - $ 378,744 $ 27,590 7.86%
Utilities $ 44,402 $ 48,652 $ 80,331 $ 98,701 $ - $ 98,701 $ 18,370 22.87%
Supplies $ 180,807 $ 211,740 $ 218,185 $ 236,785 $ - $ 236,785 $ 18,600 8.52%
Small Capital $ 112,549 $ 48,250 $ 149,133 $ 120,000 $ - $ 120,000 $ 29,133 -19.53%
Expenses $ 630,691 $ 632,642 $ 798,803 $ 834,230 $ - $ 834,230 $ 35,4271 4.44%
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VI-11
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Section VII: Program 5000m. Culture & Recreation
This section includes detailed information about the FY2024 Operating Budget & Financing Plan for
culture & recreation services. It includes:
• 5100 Cary Memorial Library VII-3
• 5200 Recreation and Community Programs VII-9
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
VII-1
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FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VII-2
Program: Culture & Recreation
5100 Cary Memorial Library Town of Lexington, MA
Mission: The Cary Memorial Library's mission is to ignite curiosity, engage minds, and connect our
community.
Budget Overview: Cary Memorial Library is comprised of three divisions: Administration and General
Services, Adult Services, and Youth Services.
• Administration and General Services includes administrative staff and webmaster salaries, as
well as the supply, equipment, and Minuteman Library Network membership costs.
• Adult Services includes all adult library, technology, and bibliographic services staff as well as
adult books and audiovisual materials.
• Youth Services includes all children's library staff and also includes library materials for children
and teens.
Departmental Initiatives: Our Guiding Principles
1. Books, information, and so much more: We continue our 150-year-long tradition of providing
books and other materials that reflect the needs and interests of Lexington residents. Though
much has changed since our doors first opened in 1869, our essential function remains the
same - to bring the world of information and ideas to you.
2. At the intersection of learning, making, and play: In recent years, educational research has
increasingly shown that we learn best through experience - by making mistakes and trying
again. In furthering this effort, we are expanding these types of learning opportunities, giving
you more chances to build, create and play.
3. A place that works for everyone: We value the rich diversity of our community, and our
commitment to equitable service for all is unwavering. Efforts to identify and remove barriers
to access are ongoing - we are a work in progress.
4. With opportunities for human connection: In a world where technology is ever-present, we are
committed to fostering human interactions. Sometimes that is as simple as providing
comfortable chairs for a serendipitous meeting between old friends. Other times it takes the
shape of an elaborate event with community partners and hundreds of guests. Large and
small, these moments, shared among neighbors, strengthen the social fabric of Lexington.
5. A future as vibrant as our past: With more than a half million visitors each year, Cary Library is
a cherished community asset and a source of civic pride. Stewardship of this resource requires
equal attention to preservation and transformation.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VII-3
Program: Culture & Recreation
5100 Cary Memorial Library Town of Lexington, MA
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FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VII-4
Program: Culture & Recreation
5100 Cary Memorial Library Town of Lexington, MA
Authorized/Appropriated Staffing:
FY2021 FY2022 FY2023 FY2024
Budget Budget Budget Request
Library Director 1.0 1.0 1.0 1.0
Deputy Library Director* 1.0 1.0 1.0 1.0
Office Manager 1.0 1.0 1.0 1.0
Webmaster** 0.0 1.0 1.0 1.0
Head of Adult Services 1.0 1.0 1.0 1.0
Head of Youth Services 1.0 1.0 1.0 1.0
Head of Technology&Training* - 1.0 1.0 1.0
Head of Bibliographic Services*** 1.0 1.0
Librarian I****,***** 5.0 6.0 8.7 8.7
Librarian II/Manager *,*** 5.0 4.0 3.0 3.0
Library Associates****,***** 7.0 8.0 6.0 6.0
Library Technician II 2.8 2.8 2.9 2.9
Library Technician I**** 8.0 6.0 6.0 6.0
Adult Pages****** 1.6 1.6 2.6 2.6
Student Pages****** 0.7 0.7 - -
Seasonal/Sunday Substitutes As Needed As Needed As Needed As Needed
Tota I FT/PT
*In FY2022,due to staff turnover, the Head of Technology role was broken out from the Deputy Library Director and re-
established as a Department Head position. A Librarian II was assigned to the role.
**In FY20221 Fall STM approved the transfer of the Library's dedicated webmaster from the Innovation&Technology budget
to the Library budget.
***In FY2023 a new Department Head position was created,and a Librarian II was assigned to the role.
****In FY2022, two Library Technician Is were reclassified to a Library Associate and a Librarian I.
*****In FY2023, two Library Associates were reclassified to a Librarian Is.
******In FY2023,all Pages were combined under Adult Pages.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VII-5
Program: Culture & Recreation
5100 Cary Memorial Library Town of Lexington, MA
Budget Recommendations:
The FY2024 recommended General Fund Library budget is $3,380,320, which is a $44,101 or 1.32%
increase from the FY2023 budget.
The General Fund operating budget for Compensation is $2,696,650, and reflects a $58,942 or 2.23%
increase, which incorporates contractually obligated step increases and cost of living increases.
The General Fund operating budget for Expenses is $683,670 and reflects a $(14,841) or (2.12)0/0
decrease, which reflects anticipated expenses for FY2024.
Program Improvement Requests:
Request Recommended
Salaries Benefits Salaries Benefits
and (reflected in Total and (reflected in Not
Shared Shared
Description Expenses Expenses) Requested I Expenses Expenses) Total Recommended
Full-Time Youth Services $ 74,978 $ 18,819 $ 93,797 $ — $ — $ — $ 93,797
Librarian
Building updates not covered by $ 101000 $ — $ 10,000 $ — $ — $ — $ 101000
Facilities
Full-Time World Language $ 74 978 $ 18 819 $ 93,797 _ $ — $ 931797
Librarian I $ — $
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VII-6
Program: Culture & Recreation
5100 Cary Memorial Library Town of Lexington, MA
Budget Summary
Funding Sources FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $ 2,725,127 $ 3,019,439 $ 3,336,219 $ 3,397,820 $ (17,500) $ 3,380,320 $ 44,101 1.32%
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Revised Request Add/Del Recommended Increase Increase
Compensation $ 2,162,069 $ 2,412,910 $ 2,637,708 $ 2,696,650 $ - $ 2,696,650 $ 58,942 2.23%
Expenses $ 563,057 $ 606,529 $ 698,511 $ 701,170 $ (17,500) $ 683,670 $ (14,841) -2.12%
Program Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Revised Request Add/Del Recommended Increase Increase
Total 5110 Admin. &General $ 522,196 $ 546,897 $ 654,704 $ 670,399 $ (13,500) $ 656,899 $ 2,195 0.34%
Services
Total 5120 Adult Services $ 1,492,243 $ 1,591,779 $ 1,776,326 $ 1,790,030 $ (4,000) $ 1,786,030 $ 9,704 0.55%
Total 5130 Youth Services $ 710,687 1$ 880f763 $ 905,189 $ 937,391 $ - $ 937,391 $ 32,202 3.56%
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Object Code Summary Actual Actual Revised Request Add/Del Recommended Increase Increase
Salaries&Wages $ 2,161,492 $ 2,351,919 $ 2,572,582 $ 2,631,524 $ - $ 2,631,524 $ 58,942 2.29%
Prior Year Retro Payments $ - $ - $ - $ - $ - $ - $ - -%
Overtime(Sunday Premium $ 578 $ 60,991 $ 65,126 $ 65,126 $ - $ 65,126 $ - -%
Personal Services $ 2,162,069 $ 2,412,910 $ 2,637,708 $ 2,696,650 $ - $ 21696,650 $ 58,942 2.23%
Contractual Services $ 124,486 $ 124,499 $ 160,752 $ 164,724 $ (2,000) $ 162,724 $ 1,972 1.23%
Utilities $ 7,353 $ 858 $ 5,000 $ 1,000 $ - $ 1,000 $ (4,000) -80.00%
Supplies $ 392,521 $ 441,059 $ 492,759 $ 495,446 $ (5,500) $ 489,946 $ (2,813) -0.57%
Small Capital $ 38,697 $ 40,114 $ 40,000 $ 40,000 $ 10,000 $ 30,000 $ 10,000 -25.00%
Expenses $ 563,057 $ 606,529 $ 698,511 $ 701,170 $ (171500) $ 683,670 $(14,841) -2.12
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VII-7
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Program: Culture &Recreation
5200 Recreation & CommunityPrograms Town of Lexin tonLexington, MA
Mission: To provide the community opportunities to engage in quality, inclusive and accessible
programs and services. To be a leader in promoting inclusion, community engagement and a healthy
active lifestyle. Creating Community Through People, Parks, and Places.
Budget Overview: The Department operates as an Enterprise Fund whereby program and facility
fees must cover the direct cost of operations including all full- and part-time staff and program,
services and facility expenses including supplies, equipment, utilities and wages/overhead. As such,
the operating budget may increase or decrease year to year to meet changes in enrollment and facility
use demands. The Director of Recreation and Community Programs, through the Recreation
Committee, sets program fees with the approval of the Select Board. The operating budget supports
staff who manage and deliver programs along with the supplies and equipment needed to operate
those programs and services in addition to seven full-time staff. The Enterprise Fund is comprised of
four divisions: Recreation, Pine Meadows Golf Club, Community Center and the Administrative Division.
The Administrative Division was created in FY2020 to centralize administrative support for the business
aspects within the Recreation, Pine Meadows and Community Center operations.
Program revenues (Recreation, Pine Meadows Golf Club and Community Center) also help fund Capital
Improvement Projects. In FY2024, the Department's contribution to the General Fund to cover the
costs of employee benefits and indirect services has been reintroduced. Staff will be working to
provide options for alternative funding models for the Department to the Fiscal Guideline Working
Group. That model may be implemented as soon as FY2024.
The Department offers a wide variety of leisure, socialization and recreational opportunities for
individuals of all ages and abilities. Staff plan, schedule and coordinate programs, activities and special
events at Outdoor Recreation Facilities such as, parks, playgrounds, athletic fields, tennis and
basketball courts, the Town Pool, Old Reservoir and Pine Meadows Golf Club. Other outdoor resources
include Conservation and Open Spaces. Additionally, the indoor facilities the department utilize include
the Community Center, the Public Schools, off-site and out-of-town venues.
Departmental Initiatives:
1. Implement the Key Findings and Recommendation of the 2022 Open Space and Recreation
Plan, the 2020 Town of Lexington Community Needs Assessment and the 2017 Recreation
Facilities ADA Compliance Study in the development of the operational and capital improvement
planning for the future needs of the community.
2. Recommend and implement Key Findings Comprehensive Study of Athletic and Outdoor
Recreation Facilities 2021-2022 in the development of the capital improvement planning for the
future needs of the community.
3. Continue the growth and implementation of the therapeutic, adaptive and inclusive recreation
programs and services.
4. Explore alternative funding sources for the Recreation and Community Programs Department in
order to sustain the Recreation Enterprise Fund and operations.
5. Support Townwide cultural and historic events.
6. Support Townwide diversity equity and inclusion initiatives.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VII-9
Program: Culture &Recreation
5200 Recreation & Community Pro grams Town of Lexington, MA
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Note: Pine Meadows staffing is provided via contractual services.
Oversight is provided by the Director of Recreation and Community Programs.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20., 2023
VII-10
Program: Culture &Recreation
5200 Recreation & CommunityPrograms Town of Lexin tonLexington, MA
Authorized/Appropriated Staffing
FY2021 FY2022 FY2023 FY2024
Element: 5210 Administration Budget Budget Budget Request
Director of Recreation and Community Programs 1 1 1 1
Administrative Manager 1 1 1 1
Municipal Assistant* — — — —
Administrative Assistant 2 1.8 1.8 1.8
Subtotal FTE 1 4.00 1 3.8 1 3.8 1 3.8
Subtotal FT/PT 3 FT/1 PT I 3 FT/1 PT I 3 FT/1 PT I 3 FT/1 PT
FY2021 FY2022 FY2023 FY2024
Element: 5220 Recreation Budget Budget Budget Request
Assistant Director 1 1 1 1
Recreation Supervisor 1 1 1 1
Recreation Coordinator** — — — 0.4
Certified Therapeutic Recreation Specialist 1.00 1 1 1
Seasonal (Part-time) 225+/- 225+/- 225+/- 225+/-
Subtotal FTE 3.00 3.0 3.0 3.4 _j
Subtotal FT/PT 3 FT/0 PT I 3 FT/0 PT I 3 FT/1 PT I 3 FT/1 PT
FY2021 FY2022 FY2023 FY2024
Element: 5240 Community Center Budget Budget Budget Request
Community Center Director 1 1 1 1
Youth &Family Coordinator 1 1 1 1
Administrative Assistant*** 1 1 1 1
Municipal Assistant(3, PT)* — 1 1 1
Building Supervisor(2, PT)* — 1 1 1
Seasonal (Part-time) 50+/- 50+/- 50+/- 50+/-
Subtotal FTE 1 3 5 5 5
Subtotal FT/PT 3 FT/0 PT 3 FT/5 PT 3 FT/5 PT 3 FT/5 PT
Tota I FTE 10.00
• .
Seasonal •nal Seasonal Seasonal
*In FY2021, in light of the Community Center being closed,a number of staff were furloughed.
**A part-time Recreation Coordinator was funded as a program improvement in FY2023.
***In FY2023,title change from Department Assistant to Administrative Assistant.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VII-11
Program: Culture &Recreation
5200 Recreation & Community Programs Town of Lexington, MA
Budget Recommendations:
The FY2024 recommended budget for the Department of Recreation and Community Programs -
comprised of four divisions: Pine Meadows Golf, Recreation, Community Center and Administrative - is
$3,566,436. The recommended budget is an increase of $141,339 or 4.13% from the FY2023 budget.
It should be noted that the Recreation and Community Programs Department operating budget has
historically been supported solely from program fees. In FY2016, with the opening of the Community
Center, the tax levy began to contribute the equivalent of the wages and benefits for the three full-time
employees who are most closely involved with managing the Community Center operations and
programming. This will continue in FY2024, with $256,675 being proposed in General Fund support of
Community Center wages.
The Community Center provides free drop-in programs and opportunities to promote social, emotional,
and cognitive well-being and wellness for residents of all ages and abilities. It provides residents with a
wide variety of programs that are fun, educational and life-enriching. The Community Center provides
opportunities and access to all residents that are generally not supported through fees, in addition to
many programs, activities and services that may require a fee. The customer service counter at the
Center supports the Community Center, including the operations of the Human Services and the
Recreation & Community Programs Departments, allowing for one-stop shopping for services and
programs.
The recommended budget for Compensation is $1,682,935, which is a $115,182 or 7.35% increase
from the FY2023 budget, and reflects a return to more comprehensive programming, as well as step
increases, cost-of-living adjustments, and a rate increase for Seasonal staff commensurate with the
January 2023 state minimum wage increase.
The recommended budget for Expenses is $1,588,814 and reflects a $17,574 or 1.12% increase from
the FY2023 budget, primarily due to the introduction of new programming and the ability to resume
offering a wide, diverse and accessible variety of in-person and virtual recreational programming for
the community, post-pandemic. The recommended budget for the operation of the Pine Meadows Golf
Course is $569,500 and reflects a net increase of $18,700 or 3.40%. The current course management
contract was awarded in December 2018 for a contract period of 3 years beginning January 2019
through December 2021, with options for annual renewals through December 2023.
Program Improvement Requests:
Request Recommended
Salaries Benefits Salaries Benefits
and (reflected in Total and (reflected in Not
Shared Shared
Description Expenses Expenses) Requested Expenses Expenses) Total I Recommended
ENon-pro gram Facility expenses 20,000 $ — $ 201000 $ —Is -Is - $ 20,000
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VII-12
Program: Culture &Recreation
5200 Recreation & Community Programs Town of Lexington, MA
Budget Summary
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $ 618,916 $ 509,215 $ 2421790 1$ 256,675 1$ - $ 256,675 $ 13,885 1 5.72%
Enterprise Funds
Retained Earnings $ 375,000 $ - $ 375,000 $ 375,000 $ - $ 375,000 $ - -%
Recreation User Charges $1,062,285 $11626,464 $ 1,4611752 $1,7071530 $ - $ 11707,530 $ 245,778 16.81%
Community Center User Charges $ 252,313 $ 318,413 $ 445,555 $ 327,231 $ - $ 327,231 $(118,324) -26.56%
Golf User Charges $1,162,256 $1,099,659 $ 900,000 $ 900,000 $ - $ 900,000 $ - -%
Investment Income $ 3,206 $ 5,999 $ - $ - $ - $ - $ - -%
Total 5200 Recreationr 31473f975 r 1 r 3f425fO97 r •• • r r •• • r 141f339 I
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $ 896,659 $11250 f760 $ 1,567,753 $1,682,935 $ - $ 1,682,935 $ 1151182 7.35%
Expenses $ 892,248 $11346,285 $ 1,571,240 $1,588,814 $ - $ 11588,814 $ 17,574 1.12%
Debt Service $ - $ - $ - $ - $ - $ - $ - -%
Indirect Costs(Trans.to Gen. $ 277,771 $ - $ 286,104 $ 294,687 $ - $ 294,687 $ 8,583 3.00%
Fund)
Program Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Total 5210 Administration $ 367,309 $ 451,308 $ 532,078 $ 509,073 $ - $ 509,073 $ (23,005) -4.32%
Total 5220 Recreation $ 544,972 $11106,994 $ 1,426,153 $1,529,855 $ - $ 11529,855 $ 103,702 7.27%
Total 5230 Pine Meadows $ 526,933 $ 513,167 $ 550,800 $ 569,500 $ - $ 569,500 $ 18,700 3.40%
Total 5240 Community Center $ 349,692 $ 525,576 $ 629,962 $ 663,321 $ - $ 663,321 $ 33,359 5.30%
Indirect Costs $ 277,771 $ - $ 286,104 $ 294,687 $ - $ 294,687 $ 8,583 3.00 0
Total 5200 Recreation $ 1•• • $ • 1 I $ 3f425,097 $ •• • $ $ •• I �r• I • I I I
Object Code Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Salaries&Wages $ 896,567 $11250f227 $ 1,567,753 $1,682,935 $ - $ 1,682,935 $ 115,182 7.35%
Overtime $ 92 $ 533 $ - $ - $ - $ - $ - -%
Personal Services $ 896,659 $1,250,760 $ 1,567,753 $1,682,935 $ - $ 11 682,935 $ 1151182 7.35%
Contractual Services $ 802,222 $1,190,844 $ 1,278,350 $1,357,654 $ - $ 1,357,654 $ 79,304 6.20%
Utilities $ 39,636 $ 52,248 $ 95,385 $ 79,925 $ - $ 79,925 $ (15,460) -16.21%
Supplies $ 50,389 $ 99,853 $ 133,505 $ 134,235 $ - $ 134,235 $ 730 0.55%
Small Capital $ - $ 3,339 $ 64,000 $ 17,000 $ - $ 17,000 $ 47,000 -73.44%
Expenses $ 892,248 $1,346,285 $ 1,571,240 $1,588,814 $ - $ 11588,814 $ 17,574 1.12%
Debt $ - $ - $ - $ - $ - $ - $ - -%
Indirect $ 277,771 Is - $ 286,104 $ 294,687 $ - $ 294,687 1$ 8,583 3.00%
Total 5200Recreation $ 1•• 677 $ • 'I $ I '• rr •• • $ $ •• I • $ I • 4.13013
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VII-13
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Section VIII: Program 6000m. Human Services & Health
This section includes detailed information about the FY2024 Operating Budget & Financing Plan for
Human Services and Health. It includes:
• 6100-6200 Administration; Veteran's Services; Youth and Family Services
and Community Programs; and Transportation Services VIII-2
• 6500 Health VIII-8
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
VIII-1
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FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VIII-2
Program: Human Services & Health
6100=6200 Program SummaryTown of Lexington, MA
Mission: The Human Services Department connects Lexington residents across the I ifespa n to
information, support and services that promote health and well being; and is responsible for managing
the Lexpress bus system, Lex-Connect taxi, and other transportation initiatives. The department seeks
to identify the unmet needs of our community by providing outreach and prevention services to
families, seniors, veterans and youth.
Budget Overview: The Human Services Department is organized to provide services and support to
residents of all ages. Department Staff oversee the following divisions: Administration and Outreach,
Senior Services, Youth and Family Services, Veterans'Services and Transportation Services. Since
moving to the Lexington Community Center in 2015, attendance, walk-in visits, phone calls and
requests for information have increased significantly.
Staff from Senior Services and Youth and Family Services provide senior, youth and intergenerational
programming, assessments, information and referral, short-term counseling and case management,
financial assistance, and consultation on life changes. Veterans' services staff provide veterans in
Lexington, Bedford, and Carlisle with information and connection to State and Federal benefits, as well
as work with colleagues to plan Town celebrations and special events that honor Veterans.
Transportation Staff manage the Lexpress bus and Lex-Connect taxi, as well as provide travel
consultation on other transit options.
Departmental Initiatives:
1. Continue to identify and implement programming specific to diversity, equity, and inclusion, as
well as participate in Town-sponsored racial justice initiatives.
2. Continue to support and promote access to mental health services through direct therapeutic
services offered by Eliot Community Human Services and department staff, as well as through
the William James INTERFACE Referral Service.
3. Continue implementation of action plan based on findings and recommendations from Age
Friendly needs assessment.
4. Continue advocating for and advancing towards regionalization of transportation services. Pilot
utilizing one current Lexpress vehicle for more demand service, but allowing flexibility to
alternate between fixed-route and demand based on ridership/times of day. Complete the Bike
Friendly Communities application and continue to advocate and advance goals for active
transportation at schools through Safe Routes to School program.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VIII-2
Program: Human Services & Health
6100=6200 Program SummaryTown of Lexington,
ton, MA
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FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VIII-3
Program: Human Services & Health
6100=6200 Program SummaryTown of Lexington, MA
Authorized/Appropriated Staffing:
FY2021 FY2022 FY2023 FY2024
Budget Budget Budget Request
Director of Human Services 1 1 1 1
Senior Services Director 1 1 1 1
Youth & Family Services Manager* 1 1 1 1
Clinical &Community Outreach 1 1 1 1
Manager
Senior Services Coordinator 1 1 1 1
Health Outreach Clinician** 0.57 0.57 0.57 0.57
Office Manager 1 1 1 1
Department Assistant*** 0.69 0.69 0.69 0.69
Veterans' Services District Director 1 1 1 1
Veterans' Services Officer 0.51 0.51 0.51 0.51
Transportation Services Manager 1.00 1 1 1
Department Transportation Assistant 0.80 0.80 0.80 0.80
Registered Dietician**** PT PT PT PT
Volunteer Coordinator/Program PT PT PT PT
Assistant****
1 1 110-57
• i 6PT i 6PT i 6PT i •P
Explanatory Notes:
*This position was formerly the Assistant Director of Youth &Family Services and was updated to better align
with other titles/roles in the department.
**This position was formerly the Senior Services Nurse and was updated to Health Outreach Clinician in
February 2022.
***This position was reclassified in FY2022 from Municipal Assistant to Department Assistant.
****The part-time temporary positions of Registered Dietician and Volunteer Coordinator/Program Assistant
are fully funded by grants from the Executive Office of Elder Affairs.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VIII-4
Program: Human Services & Health
6100=6200 Program SummaryTown of Lexington, MA
Budget Recommendations:
The recommended FY2024 All Funds Human Services budget is $1,933,450 which is a $85,520 or
4.63% increase from the revised FY2023 budget. The All Funds budget includes funding from a
Massachusetts Executive Office of Elder Affairs (EOEA) grant, the Massachusetts Bay Transportation
Authority (MBTA) Suburban Transportation grant, and the Senior Services Revolving Fund. In addition,
the Towns of Bedford and Carlisle fund a portion of the Veterans' Services budget through an
Intermunicipal Veterans' District agreement.
The Human Services FY2024 recommended General Fund operating budget request is $1,561,698 and
reflects a $34,277 or 2.24% increase from the revised FY2023 budget.
The General Fund operating budget for Compensation is $748,917, and reflects a $31,267 or 4.36%
increase, which reflects the cost of contractually obligated step increases and cost of living
adjustments, offset by staff turnover. Compensation does not include any estimate of prospective cost
of living increases. Funds for prospective increases are captured in the Salary Adjustment account
within the Town Manager's budget.
The General Fund operating budget for Expenses is $812,781 and reflects a $3,010 or 0.37% increase,
which is a net change that reflects an increase in the William James INTERFACE Referral Service
contract.
Program Improvement Requests:
None requested.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VIII-5
Program: Human Services & Health
6100=6200 Program SummaryTown of Lexington, MA
Budget Summary - General Fund
Funding Sources FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(General Fund) Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $1,127,642 $1,075,088 $ 11387,945 $ 1/392/222 $ - $ 1,392,222 $ 41277 0.31%
Veteran Benefits Reimbursement $ 61,498 $ 30,109 $ 141476 $ 14,476 $ - $ 14,476 $ - -0/0 Allocation $ 95,000 1$ 95,000 1$ 95,000 1$ 125,000 $ - $ 125,000 1$ 30,000 31.58%
Fees
Lexpress Fares $ 9,506 $ 16,010 $ 30,000 $ 30,000 $ - Is 30,000 Is - 1 -0/01
r 11527,421 r • • • r r 1f5• • • r I
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(General Fund) Actual Actual Revised Request I Add/Del Recommended Increase Increase
Compensation $ 636,538 $ 687,126 $ 717,650 $ 748,917 $ - $ 748,917 $ 31,267 4.36%
Expenses $ 657,109 $ 529,081 $ 809,771 $ 812,781 $ - $ 812,781 $ 3,010 0.37%
Total 6000 GeneralFund $lf293f647 $ • / r if527,421
r 1f 561,698 •• I I I
r r • • • r f 277 I
Program Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(General Fund) Actual Actual Revised Request Add/Del Recommended Increase Increase
Total 6110 Administration $ 211,663 $ 227,095 $ 237,334 $ 248,094 $ - $ 248,094 $ 10,760 4.53%
Total 6140 Veterans'Services $ 56,748 $ 76,743 $ 91,554 $ 94,655 $ - $ 94,655 $ 31101 3.39%
Total 6150 Youth&Family $ 184,651 $ 186,389 $ 2121253 $ 215,694 $ - $ 215,694 $ 31441 1.62%
Services
Total 6170 Senior Services& $ 146,415 $ 178,149 $ 198,454 $ 205,383 $ - $ 205,383 $ 6,929 3.49%
Community Programs
Total 6210 Transportation $ 694,168 $ 547,831 $ 787,826 $ 797,872 $ - $ 797,872 $ 10,046 1.2800
Services
Total 6000 General $lf293f647 $ • / I r r • • I f 277 II
r • • • r r • • • i r I
Object Code Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(General Fund) Actual Actual Revised Request Add/Del Recommended Increase Increase
Salaries&Wages $ 636,538 $ 687,126 $ 717,650 $ 748,917 $ - $ 748,917 $ 31,267 4.36%
Overtime $ - $ - $ - $ - $ - $ - $ - -%
Personal Services $ 636,538 $ 687,126 $ 717,650 $ 748,917 $ - $ 748,917 $ 31,267 4.36%
Contractual Services $ 638,725 $ 495,250 $ 770,796 $ 774,036 $ - $ 774,036 $ 3,240 0.42%
Utilities $ 3,266 $ 3,217 $ 31240 $ 3,260 $ - $ 3,260 $ 20 0.62%
Supplies $ 12,849 $ 26,997 $ 311235 $ 30,985 $ - $ 30,985 $ (250) -0.80%
Small Capital $ 2,269 $ 3,617 $ 41500 $ 4,500 $ - $ 4,500 $ - -0/0
Expenses $ 657,109 $ 529,081 $ 809,771 $ 812,781 $ - $ 812,781 $ 31010 0.3701-
Total
6000 $lf293f647 rr • / r I • . r • If 277 / I
r r • • • r r • • • r r I
-----------------------------------------------------------------------------------------------
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VIII-6
Program: Human Services & Health
6100=6200 Program SummaryTown of Lexington, MA
------- ---------------------------------------------------------------------------------------
Budget Summary - Revolving Funds* and Grants
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
EOEA Grant $ 941764 $ 94,764 $ 941764 $ 124,992 $ - $ 124,992 $ 30,228 31.90%
Veterans Services Regional $ 89,671 $ 97,641 $ 95,745 $ 106,760 $ - $ 106,760 $ 11,015 11.50%
Funding
Senior Services Revolving Fund* $ 8,151 $ 42,011 $ 75,000 $ 75,000 $ - $ 75,000 $ - _%
META Grant $ 56,243 1$ 58,493 $ 55,000 $ 65,000 $ - $ 65,000 $ 10,000 18.18�/]b
Total 6000 Non-GeneralFund $ / $ • •'• rr / 1• rr $ $ $ I •• 1 1
*Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4.
Appropriations Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(Non-General Fund) Actual Actual Revised Request Add/Del Recommended Increase Increase
EOEA Grant $ 99,831 $ 87,951 $ 94,764 $ 124,992 $ - $ 124,992 $30,228 31.90%
Personal Services $ 79,391 $ 62,954 $ 68,447 $ 68,447 $ - $ 68,447 $ - -%
Expenses $ 20,440 $ 24,997 $ 26,317 $ 56,545 $ - $ 56,545 $ 30,228 114.86%
Veterans'Services Regional
Funding $ 92,997 $ 97,459 $ 95,745 $ 106,760 $ - $ 106,760 $11,015 11.50%
Personal Services $ 89,388 $ 93,830 $ 93,320 $ 104,485 $ - $ 104,485 $ 11,165 11.96%
Expenses $ 3,609 $ 3,629 $ 2,425 $ 2,275 $ - $ 2,275 $ (150) -6.19%
Senior Services Revolving Fund
Expenses $ 6,469 1$ 29,461 $ 75,000 $ 75,000 $ - Is 75,000 Is - I -%
MBTA Grant-Transportation Services
Expenses $ 56,243 1$ 58,493 $ 55,000 $ 65,000 $ - Is 65,000 1$ 10,000 1 18.18
Total 6000 Non-GeneralFund $ rr • rr 1 1• rr rr •r 'r I •• 1 1
-----------------------------------------------------------------------------------------------
Budget Summary - All Funds
Appropriation Summary(All FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funds) Actual Actual Revised Request Add/Del Recommended Increase Increase
Compensation $ 805,317 $ 843,910 $ 879,417 $ 921,849 $ - $ 921,849 $ 42,432 4.83%
Expenses $ 743,871 $ 645,661 $ 968513 $ 1,011,601 $ - $ 1,011,601 $ 43,088 4.45%
Total 6000 Human Services r • r • / r • / r / r r 1 r • / 4.63%
(All Funds)
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VIII-7
Program: Human Services & Health
6500 Health Town of Lexington, MA
Mission: Under the direction of the Lexington Board of Health, the mission of the Lexington Health
Department is to prevent disease and promote wellness in order to protect and improve the health and
quality of life of its residents, visitors and workforce.
Budget Overview: Beginning in FY2024, the Public Health Office will become a separate Town
department to better reflect the vital importance of Local Public Health, and will no longer be a division
of what is now called the Land Use, Housing and Development Department (Program 7000). The
Health Department manages disease prevention and surveillance programs designed to protect the
health of the community. Programs include but are not limited to public health education, infectious
disease surveillance and case investigation activities, oversight and enforcement of all state and local
community health and environmental health regulations, mosquito-borne disease prevention efforts,
public vaccination clinics, and public health emergency planning and response efforts. The Health
Department staff is comprised of the Health Director, an Assistant Health Director, a Health Agent, a
Public Health Nurse, and an Administrative Assistant.
Division Initiatives:
1. Continue to monitor Covid-19 in the community, to continue to be a resource for COVID 19
education and to offer services such as vaccine and booster.
2. Continue to review all the local Board of Health regulations, and update as necessary, to
coincide with current State and Federal regulations, standards and best practices. Research and
develop new regulations as necessary.
3. Continue to enhance customer service satisfaction and improve staff efficiency by updating
Board of Health permit applications in ViewPoint Cloud. Implement new inspection software and
tablets which will decrease reliance on paper forms and allow for more efficient and accurate
record keeping.
4. Continue involvement with the 4A Medical Reserve Corps transition team working to disband the
existing non-functioning MRC into 3 smaller more sustainable units. Submit Federal application
for the new Central Middlesex MRC as Chair of the unit transition team. Offer preparedness
trainings and classes such as Stop the Bleed and Behavioral First Aid.
5. Evaluate and expand Clinical Public Health programs such as expansion of adult and pediatric
vaccine availability, CPR/First Aid, collaborate with Human Services Health Outreach Clinician to
expand services to Elders, and collaborate with other clinical partners in the community.
6. Expand the working relationship with the Lexington public and private schools, administration
and school nursing services. Become a partner and resource for programming and collaboration
to enhance our shared commitment to the health and well being of our youth.
7. Evaluate and expand the Environmental focus of the Health Office by offering or sponsoring
trainings, certifications or education, such as ServSafe for food establishments, septic/cesspool
maintenance, well water testing, mosquito/tick safety.
8. Research grants and other financial opportunities to enhance and expand functions of the
Health Office such as the FDA Voluntary Retail Food Grant, Public Health Excellence Grants,
NAACHO grants for the MRC, or other opportunities offered by the Office of Local and Regional
Health of the Massachusetts Department of Public Health.
9. Strive to make the Health Department more visible and accessible to residents, businesses and
staff as a reference, resource and trusted municipal partner.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VIII-8
Program: Human Services & Health
6500 H ea lth Town of Lexington, MA
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Authorized/Appropriated Staffing
FY2021 FY2022 FY2023 FY2024
Budget Budget Budget Request
Public Health Director 1 1 1 1
Public Asst. Health 1 1 1
Director*
Public Health Agent* 2 1 1 1
Public Health Nurse" 0.6 0.6 1 1
Administrative Assistant"* 0 0 0 1
Total FTE 3.6 3.6 4.0 5.0
Tota I FT/PT 3FT/1PT 3FT/1PT 5FT/OPT 5FT/OPT
*In FY2021f a second Health Agent was funded via a program improvement. During that year,one of the Health
Agents was reclassified to Assistant Health Director.
"Public Health Nurse was previously shared between Lexington (.6)and Belmont(.4)per Nursing Services Agreement
executed in FY2009. In FY2023,the position was reassigned to Lexington on a full-time basis.
***The FY2024 budget recommends the transfer of an Administrative Assistant from the Land Use, Housing and
Development Department to the Health Department.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VIII-9
Program: Human Services & Health
6500 Health Town of Lexington, MA
Budget Recommendations:
The recommended FY2024 All Funds Health budget inclusive of the General Fund operating budget and
the Health Program Revolving Fund, which funds health clinics, is $654,813. The recommended
budget is a $111,943 or 20.62% increase from the FY2023 budget.
The FY2024 recommended Health General Fund operating budget is $524,813, which is a $66,943 or
14.62% increase from the FY2023 General Fund budget.
The General Fund operating budget for Compensation is $426,513 and reflects a $66,943 or 18.62%
increase due to the cost of contractually obligated step increases and cost of living adjustments, as well
as the transfer of the Administrative Assistant from Land Use, Housing and Development.
The General Fund operating budget for Expenses is $98,300 and is level-funded from FY2023.
The FY2024 Health Programs Revolving Fund is recommended at $90,000 which is a $45,000 or
100.00% increase from the FY2023 authorization, which is attributed to a rise in vaccines costs and a
proposal to expand the vaccine program in FY2024 . First authorized in FY2021, a revolving fund for
Lab Animal Permits is recommended at $40,000 to handle inspections for an increasing number of lab
animals in the commercial and industrial properties in town.
Program Improvement Requests:
None requested.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VIII-10
Program: Human Services & Health
6500 Health Town of Lexington, MA
Budget Summary - General Fund
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources j j
Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy is 249,721 is 258,585 $ 427,870 $ 487,313 $ (2,500) $ 484,813 $ 56,943 1 13.31%
Directed Funding
Permits $ 51,912 $ 71,990 $ 30,000 $ 40,000 I$ - Is 40,000 $ 10,000 1 33.33%
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(General Fund) Actual Actual Appropriation I Request I Add/Del I Recommended Increase Increase
Compensation $ 267,494 $ 266,439 $ 359,570 $ 426,513 $ - $ 426,513 $ 66,943 18.62%
Expenses $ 34,140 $ 64,135 $ 98,300 $ 100,800 1$ (2,500) $ 98,300 $ - -%
Object Code Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(General Fund) Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Salaries&Wages $ 267,144 $ 265,934 $ 357,777 $ 424,697 $ - $ 424,697 $ 66,920 18.70%
Overtime 350 506 $ 1,793 1,816 - $ 1,816 $ 23 1.28%
Personal Services $ 267,494 $ 266,439 $ 359,570 $ 426,513 $ - $ 426,513 $ 66,943 18.62%
Contractual Services $ 32,526 $ 59,637 $ 89,250 $ 90,750 $ (1,500) $ 89,250 $ - -%
Utilities $ 960 $ 1,453 $ 2,800 $ 2,800 $ - $ 2,800 $ - -%
Supplies $ 654 $ 3,045 $ 6,250 $ 7,250 $ (1,000) $ 6,250 $ - -%
Small Capital $ - $ - $ - $ - $ - $ - $ - -%
Expenses $ 34,140 $ 64,135 $ 98,300 $ 100,800 $ (21500) $ 98,300 $ - -
---------------------------------------------------------------------------------------------
Budget Summary - Revolving Funds*
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources j j
Actual Actual Estimate Projected Add/Del Projected Increase Increase
Health Programs Revolving $ 21,342 $ 27,176 $ 45,000 $ 90,000 $ - $ 90,000 $ 45,000 100.00%
FunLab Animal Permits Revolving $ - $ 40,000 $ 40,000 $ 40,000 - $ 40,000 $ - -%
Fund $
*Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4.
Appropriation Summary FY2021 FY2022 FY2023 I FY2024 Manager's FY2024 Dollar Percent
(Revolving Funds) Actual I Actual Appropriation Request I Add/Del Recommended Increase Increase
7140-Health Programs Revolving Fund
Expenses $ 27,352 1$ 34,207 $ 45,000 $ 90,000 $ - $ 90,000 $ 45,000 1 100.00%
7140-Lab Animal Permits Revolving Fund
Expenses Is -Is - $ 40,000 $7 40,000 $ - $ 40,000 I$ -I -%
Total41 Health1 111 1 111 1 111 111 52.94%
---------------------------------------------------------------------------------------------
Budget Summary - All Funds
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(All Funds) Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $ 267,494 $ 266,439 1$ 359,570 $ 426,513 $ - $ 426,513 $ 66,943 18.62 o
Expenses $ 61,492 1$ 98,342 $ 183,300 $ 230 f800 1$ (2,500) $ 228,300 $ 45,000 24.55%
Total 1 Health All Fundsr • •• r • • r 542f870 r • r 1 1 r 654f813 r 1 • I
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
VIII-11
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Section IX: Program 7000m. Land Use, Housing
and Development Department
This section includes detailed information about the FY2024 Operating Budget & Financing Plan for the
Land Use, Housing and Development Department. It includes:
• 7100-7400 Summary IX-3
• 7110 Building and Zoning IX-11
• 7120 Administration IX-15
• 7130 Conservation IX-17
• 7200 Planning IX-21
• 7300 Economic Development IX-25
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
IX-1
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Program: Land Use, Housing and
Development Department
7100=7400 Program SummaryTown of Lexington, MA
Mission: The Land Use, Health and Development department was created in 2015 to support the
Town Manager, under the direction of an Assistant Town Manager for Development, by providing
strategic leadership and accountability for a new Department comprising the Planning, Economic
Development, Building &Zoning, Conservation, and Public Health functions, and by managing land-
related negotiations, acquisitions, agreements, restrictions, leases. The Department included those
offices that manage and promote residential and commercial development in Lexington while
protecting the health and safety of residents through local bylaws and regulations, as well as state
statutes and regulations, in the areas of building code, zoning, wetland protection, planning, economic
development, housing and land-use. This structure enabled the Town to further streamline code
enforcement, program and policy development, and outreach and educational activities related to
commercial, residential and public development and local public health.
In recent years the COVID-19 pandemic highlighted vital importance of local public health, and in 2022
the Town Manager conducted an organization study of the Town's departmental structure. Based on
that evaluation, the Health Department will become a stand-alone Town department, with the Health
Director joining Senior Management Team. The Health Department has been removed from the Land
Use Health and Development's FY2024 budget, and is now separately reflected under Program 6500.
Further, Lexington's commitment to Affordable Housing goals has come to the forefront of the Town's
initiatives. Going forward 'Housing' will be reflected in the Department's new name: the Land Use,
Housing and Development Department.
Budget Overview: The Land Use, Housing and Development Department is comprised of: Building
and Zoning, Conservation, Planning, Housing and Economic Development.
• Building and Zoning is responsible for enforcing the State building, electrical, gas and plumbing
codes, the local zoning bylaw, and Architectural Access Board Regulations.
• Conservation is responsible for administering and enforcing the State and local wetland protection
codes and the State Stormwater Management Regulations, managing over 1,400 acres of Town-
owned conservation land, and providing outreach and education concerning natural and watershed
resources.
• Plannin supports the Planning Board in the administration of the Subdivision Regulations, the
determination of adequacy of unaccepted streets, the granting of special permits for residential
development, site plan review and granting of special permits within the commercial manufacturing
district, and the review of planned development district proposals that go to Town Meeting. In
addition, the staff engages in short- and long-term planning in regard to growth and development
issues in Lexington, being active participants in various committees dealing with issues of
transportation, affordable housing and economic development, as well as participating in regional
and statewide initiatives.
• Affordable Housing has become an increasing priority in Lexington, and the Town has recently
established an Affordable Housing Trust to assist with the acquisition and maintenace affordable
housing units in Lexington. While the FY2024 budget does not reflect dedicated staffing or
expenses, the Town's Affordable Housing initiatives are expected to expand in future years.
• Economic Development works to encourage new investment and support our local businesses. It
serves as a liaison for businesses and works to address business-related issues from Center parking
to updating land use policy. The Office also works to retain and expand local businesses by
providing information, conducting research, supporting a visitor-based economy, and leveraging
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-3
Program: Land Use, Housing and
Development Department
7100=7400 Program SummaryTown of Lexington, MA
State economic development tools and resources designed to improve the business environment.
The Economic Development Office manages the Visitors Center and Tourism operations.
Departmental Initiatives:
1. Implement the Select Board's goals associated with the work of the Department.
2. Support the transition of the Public Health function into a new, separate Department, while
continuing to coordinate with the Health staff to facilitate Health-related permitting of Economic
Development and other development-related work.
3. Support affordable housing studies, plans, resources and initiatives, including the new
Affordable Housing Trust.
4. Implement high priority and near-term action steps and recommendations of LexingtonNext,
Comprehensive Plan Update adopted September 2022.
5. Continue to support the community input on the Bedford Street/Hartwell Avenue 25% design
development with the Engineering Division.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-4
Program: Land Use, Housing and
Development Department
7100=7400 Program Su m mary Town of Lexington, MA
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FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20., 2023
IX-5
Program: Land Use, Housing and
Development Department
7100=7400 Program SummaryTown of Lexington, MA
Authorized/Appropriated Staffing
FY2021 FY2022 FY2023 FY2024
Budget Budget Budget Request
Assistant Town Manager 1 1 1 1
Administrative Assistant 1 1 1 1
Administration Dept Office Manager 1 1 1 1
Administration Dept Assistants* 4 4 4 3
Economic Development Director 1 1 1 1
Senior Economic Development Coordinator** 1 1 1 1
Visitor Center Manager 1 1 1 1
Visitor Center Staff(6PT) 4.75 4.75 4.75 4.75
Visitor Center PT Assistant Manager 0.56 0.56 0.56 0.56
Battle Green Guides Seasonal Seasonal Seasonal Seasonal
Tour Service Coordinator*** 0.7 0 0 1
Liberty Ride Guides Seasonal Seasonal Seasonal Seasonal
Planning Director 1 1 1 1
Assistant Planning Director 1 1 1 1
Planner 1 1 1 1
Planning Dept. Assistant 1 1 1 1
Conservation Director 1 1 1 1
Conservation Coordinator 1 1 1 1
Land Use Ranger 0.25 0.25 0.25 0.25
Land Management Interns Seasonal Seasonal Seasonal Seasonal
Building Commissioner 1 1 1 1
Asst Building Commissioner 1 1 1 1
Building Inspectors 1 1 1 1
Plumbing and Gas Inspector 1 1 1 1
Zoning Enforcement Administrator 1 1 1 1
Electric Inspectors 1 1 1 1
Part-time Electric Inspector**** 0.24 0.24 0.24 0.24
Part-time Plumbing Inspector**** 0.14 0.14 0.14 0.14
Part-time Building Inspector**** 0.38 0.38 0.58 0.58
Part-time Sealer of Weights and Measures***** 0 0 0 0.51
Tota I FTE 29.02 : : 91
• .
+ Seasonal + Seasonal + Seasonal + Seasonal
Note: In FY24,the Public Health Office will become a separate Town department.
*The FY2024 budget recommends a Department Assistant be reassigned to the new Health Department.
**In FY2023,Title change from Economic Development Coordinator to Senior Economic Development Coordinator.
***The FY2024 budget recommends transitioning the Tour Service Coordinator from PT to FT as a program improvement from the
Revolving Fund.
****The hours budgeted for part-time inspectors are filled by multiple individuals.
*****The State has stopped performing the job of weights and measures,therefore,the FY2024 budget recommends a new part time
position that will be a shared position with the Town of Burlington.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-6
Program: Land Use, Housing and
Development Department
7100=7400 Program SummaryTown of Lexington, MA
Budget Recommendations:
The FY2024 recommended All Funds Land Use, Housing and Development Department budget,
inclusive of the General Fund operating budget, the Liberty Ride, Visitor Center, Residential Engineering
Review Revolving Funds, is $2,931,283, which is a $175,475 or 6.37% increase from the FY2023
budget.
The FY2024 recommended Land Use, Housing and Development General Fund operating budget is
$2,383,716 which is a $48,973, or 2.10% increase from the FY2023 General Fund budget.
The General Fund operating budget for Compensation is $2,024,579 and reflects a $45,923 or 2.32%
increase, which funds contractually obligated step increases and cost of living adjustments.
Compensation does not include any estimate of prospective cost of living increases. Funds for
prospective increases are captured in the Salary Adjustment account within the Town Manager's
budget.
The General Fund operating budget for Expenses is $359,137 and reflects a increase of $3,050 or
0.86%, which reflects a decrease in Contract Services as the state will no longer be responsible for
weights and measurers inspections for municipalities ($4,050) as well an overall decrease in expenses
to reflect actual spending.
The FY2024 recommended budget for the Residential Engineering Review and Tourism revolving funds
is $547,567, an increase of $126,502 or 30.04%, as tourism is expected to continue to rebound from
the pandemic.
Program Improvement Requests:
Request Recommended
Salaries Benefits Benefits
(reflected in Salaries (reflected in
and Shared Total and Shared Not
Description Expenses Expenses) Requested Expenses Expenses) Total Recommended
Sealer of Weights and Measures $ 15,000 $ — $ 15,000 $ 15,000 $ — $ 15,000 $ —
Chipping $ 41000 $ — $ 4,000 $ — $ — $ — $ 41000
Conservation Regulatory $ 20,000 $ 290 $ 20,290 $ — $ — $ — $ 20,290
Assistant Hours
Housing Officer/Planner $ 75,000 $ 18,820 $ 93,820 $ — $ — $ — $ 93,820
Liberty Ride Driver $ 29,880 $ 433 $ 30,313 $ — $ — $ — $ 30,313
Full-Time Tour Service $ 58,240 $ 18,577 $ 76,817 $ 58,240 $ 18,577 $ 76,817 $ —
Coordinator
Full-time Assistant Visitors $ 49,152 $ 18,445 $ 67,597 $ — $ — $ — $ 67,597
Center Manager
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-7
Program: Land Use, Housing and
Development Department
7100=7400 Program SummaryTown of Lexington, MA
Budget Summary - General Fund
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $(11386,582) $(972,575) $ (11,937) $(260f484) $ (14,700) $(275,184) $ (263,247) 2,205.30 %
TDM Stabilization Fund $ 46,000 $ 46,000 $ 46,000 $ 46,000 $ - $ 46,000 $ - -%
Fees&Charges
Departmental Fees $ 70,022 $ 92,260 $ 69,200 $ 86,900 $ - $ 86,900 $ 17,700 25.58 %
Licenses&Permits $3,213,684 $2,853,029 $ 2,231,480 1$2f526f0001$ - I$2,526,000 $ 294,520 13.20
Fund
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(General Fund) Actual Actual Appropriation I Request I Add/Del nded Increase Increase
Compensation $1,636,227 $1,761,781 $ 1,978,656 $2,024,579 $ - 1$2,024f579 $ 45,923 2.32 %
Expenses $ 306,897 $ 256,933 $ 356,087 $ 373,837 $ (14,700) $ 359,137 $ 3,050 0.86 %
Fund
Level-Service Requests FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(General Fund) Actual Actual Appropriation Request Add/Del nded Increase Increase
Zoning $ 561,393 $ 588,614 $ 644,673 $ 669,692 $ 15,000 $ 684,692 $ 40,019 6.21 %
Total 7120 Administration $ 431,375 $ 498,604 $ 569,150 $ 537,344 $ - $ 537,344 $ (31,806) -5.59 %
Total 7130 Conservation $ 197,387 $ 227,335 $ 253,882 $ 268,676 $ (800) $ 267,876 $ 13,994 5.51 %
Total 7200 Planning $ 375,185 $ 396,705 $ 446,240 $ 458,751 $ - $ 458,751 $ 12,511 2.80 %
Total 7300 Economic $ 377,784 $ 307,456 $ 420,798 $ 463,953 $ (28,900) $ 435,053 $ 14,255 3.39 %
Development
Fund
Object Code Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(General Fund) Actual Actual Appropriation Request Add/Del nded Increase Increase
Salaries&Wages $1,619,930 $1,746,626 $ 1,945,435 $1,990,927 $ - $1,990,927 $ 45,492 2.34 %
Overtime $ 16,298 $ 15,155 $ 33,221 $ 33,652 $ - $ 33,652 $ 431 1.30 %
Personal Services $1,636,227 $1,761,781 $ 1,978,656 $2,024,579 $ - $21 024,579 $ 45,923 2.32 %
Contractual Services $ 206,980 $ 209,510 $ 289,426 $ 298,326 $ (3,700) $ 294,626 $ 5,200 1.80 %
Utilities $ 9,714 $ 9,982 $ 10,761 $ 10,561 $ - $ 10,561 $ (200) -1.86 %
Supplies $ 90,203 $ 37,441 $ 55,900 $ 62,950 $ (11,000) $ 51,950 $ (3,950) -7.07 %
Small Capital $ - $ - $ - $ 2,000 $ - $ 2,000 $ 2,000 -
Expenses $ 306,897 $ 256,933 $ 356,087 $ 373,837 $ (14,700) $ 359,137 $ 310501 0.86
•
1 . 11 . 1
-------------------------------------------------------------------------------------------
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-8
Program: Land Use, Housing and
Development Department
7100=7400 Program SummaryTown of Lexington, MA
-------------------------------------------------------------------------------------------
Budget Summary - Revolving Funds
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Residential Engineering $ 57,600 $ 57,600 $ 57,600 $ 57,600 $ - $ 57,600 $ - - %
Review Revolving Fund
Liberty Ride Revolving Fund $ 790 $ 72,083 $ 104,000 $ - $ - $ - $ (104,000) -100.00 %
Visitor Center Revolving
Fund $ 741242 $ 260,184 $ 260,000 $ - $ - $ - $ (260,000) -100.00 %
Tourism Revolving Fund $ - $ - $ - $ 413,150 $ 76,817 $ 489,967 $ 489,967 1 -
132,632 $ 389,867611 1 750 • • , 547f 567 • •• I
Funds
*Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4.
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(Revolving Funds) Actual Actual Appropriation Request Add/Del nded Increase Increase
7110-Residential Engineering Review
Expenses $ - $ - $ 57,600 $ 57,600 $ - $ 57,600 $ - - %
7320-Liberty Ride $ - $146,758 $ 104,000 $ - $ - $ - $(1041000) -100.00%
Compensation $ - $ 23,652 $ 14,000 $ - $ - $ - $ (14,000) -100.00 %
Expenses $ - $ 123,106 $ 90,000 $ - $ - $ - $ (90,000) -100.00 %
Benefits $ - $ - $ - $ - $ - $ - $ - - %
7340-Visitor Center $ 59,470 $255,101 $ 259,465 $ - $ - $ - $(259,465) -100.00%
Compensation $ 26,501 $ 139,493 $ 114,750 $ - $ - $ - $ (114,750) (100.00)%
Expenses $ 32,970 $ 115,608 $ 144,715 $ - $ - $ - $ (144,715) -100.00 %
Benefits $ - $ - $ - $ - $ - $ - $ - - %
7350-Tourism $ - $ - $ - $413,150 $ 76,817 $489,967 $ 489,967 -0/0
Compensation $ - $ - $ - $ 138,000 $ 58,240 $ 196,240 $ 196,240 - %
Expenses $ - $ - $ - $ 275,150 $ - $ 275,150 $ 275,150 - %
Benefits $ - $ - $ - $ - $ 18,577 $ 18,577 $ 18,577 - %
Total11 'll , • . 1 41 • • . . , . , , 1
1• 1 1 • • • • 1 1 1 I
Funds
-------------------------------------------------------------------------------------------
Budget Summary - All Funds
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(All Funds) Actual Actual Appropriation Request Add/Del nded Increase Increase
Compensation $1,662,728 $1,924,926 $ 2,107,406 $2,162,579 $ 58,240 $2,220,819 $ 113,413 5.38 %
Expenses $ 339,867 $ 495,646 $ 648,402 $ 706,587 $ (14,700) $ 691,887 $ 43,485 6.71 %
Benefits $ - $ - $ - $ - $ 18,577 $ 18,577 $ 18,577 -
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-9
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Program: Land Use, Housing and Development
Department
7110 Building & ZoningTown of Lexin ton MA
Lexington,
Mission: The Building and Zoning Division is a regulatory function with the goal of protecting the
health and safety of residents. This role is fulfilled through the enforcement of building, zoning and
land use regulations.
Budget Overview: The Building and Zoning Division enforces state building, electrical, plumbing, gas
and mechanical codes, Architectural Access Board Regulations and local zoning bylaws. Staff,
comprised of the Building Commissioner, Assistant Building Commissioner, Building Inspectors,
Electrical Inspector, Plumbing & Gas Inspector and Zoning Enforcement Administrator, review
construction drawings and specifications, issue permits, inspect new construction, conduct periodic
inspections of restaurants, day care centers, schools, religious institutions, museums, places of public
assembly and multi-family housing, and levy fines or prosecute when necessary to maintain code
compliance.
Division Initiatives:
1. Continue the efforts to improve and administer the online permitting system, helping applicants
obtain their permits. The ViewPoint Cloud permit system requires all building, zoning, electrical,
plumbing and gas permits to be applied for electronically. This permitting system allows applicants
to do much of their work from their office or home, thereby saving time and money from having to
visit the Town offices.
2. Create, advertise, interview and fill the new shared part time position of the Sealer of Weights and
Measures.
3. Permit, inspect, monitor and ensure code compliance for the New Police Station. This is a major
Town Construction project located in the Center of Historic Downtown Lexington, and will require
substantial effort and time from the Inspectional Services Division.
4. Prepare the staff, residents, contractor and designers of the new Super Stretch Code , a new and
improved state energy code for all electric homes to be required in Lexington.
5. Assist the Planning office and Economic Development office in amending the zoning sign bylaw to
address signs in Lexington.
6. Work with the Select Board to adopt a fee structure for the Sealer of weights and Measures
Inspection services.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-11
Program: Land Use, Housing and Development
Department
7110 Building & ZoningTown of Lexin ton MA
Lexington,
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Authorized/Appropriated Staffing
FY2021 FY2022 FY2023 FY2024
Budget Budget Budget Request
Building Commissioner 1 1 1 1
Asst. Bldg. Commissioner 1 1 1 1
Building Inspectors 1 1 1 1
Plumbing and Gas Inspector 1 1 1 1
Zoning Enforcement Administrator 1 1 1 1
Electric Inspector 1 1 1 1
Part-time Electric Inspector* 0.24 0.24 0.24 0.24
Part-time Plumbing Inspector* 0.14 0.14 0.14 0.14
Part-time Building Inspector* 0.38 0.38 0.58 0.58
Part-time Sealer of Weights and 0 0 0 0.51
Measures
• . • • • • • • 7.47
• . • • • •
*The hours budgeted for part-time inspectors are filled by multiple individuals.
**The State has stopped performing the job of weights and measures,therefore,the FY2024 budget recommends
a new part time position that will be a shared position with the Town of Burlington.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-12
Program: Land Use, Housing and Development
Department
7110 Building & ZoningTown of Lexin ton MA
Lexington,
Budget Recommendations:
The FY2024 recommended All Funds Building and Zoning budget is $742,292 a $40,019 or 5.70%
increase from the FY2023 budget.
The FY2024 recommended General Fund Building and Zoning budget is $684,692 a $40,019 or 6.21%
increase from the FY2023 budget.
The recommended budget for Compensation is $639,652 and reflects a $29,069, or 4.76% increase,
which is due to contractually obligated step increases and cost of living adjustments. Compensation
does not include any estimate of prospective cost of living increases for contracts expiring on or before
June 30, 2023. Funds for prospective increases are captured in the Salary Adjustment account within
the Town Manager's budget.
The recommended budget for Expenses is $45,040 and reflects a increase of $10,950 or 32.12% from
FY2023, primarily due to funding a program improvement for $15,000 to hire a part-time Sealer of
Weights and Measurers shared with the Town of Burlington. This is a mandated service that the State
will no longer be providing to municipalities.
Program Improvement Requests:
Request Recommended
Salaries Benefits Salaries Benefits
and (reflected in Total and (reflected in Not
Shared Shared
Description Expenses Expenses) Requested Expenses Expenses) Total Recommended
Sealer of Weights and Measures $ 15,000 $ — $ 15,000 $ 15,000 $ — $ 15,000 $ —
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-13
Program: Land Use, Housing and Development
Department
7110 Building & ZoningTown of Lexin ton MA
Lexington,
Budget Summary:
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $(21616,550) $(21,2041914) $ (11569,307) $(1,868,808) $ 15,000 $ (1,853,808) $ (284,501) 18.13%
Directed Funding
Departmental Fees $ 16,170 $ 12,490 $ 12,500 $ 12,500 $ - $ 12,500 $ - -%
Licenses and Permits $ 3,161,772 $ 2,781,039 $ 2,201,480 $ 2,526,000 $ - $ 2,526,000 $ 324,520 14.74%
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $ 537,920 $ 557,775 $ 610,583 $ 639,652 $ - $ 639,652 $ 29,069 4.76%
Expenses $ 23,473 $ 30,839 $ 34,090 $ 30,040 $ 15,000 $ 45,040 $ 10,950 32.12%
Total 7110 Building and Zoning $ 561f393 $ 588f 614 $ 644f 673 $ 669f 692 $ 15fOOO $ 684f692 $ 40f 0 19 6.21041
Object Code Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Salaries&Wages $ 532,287 $ 551,423 $ 604,161 $ 633,147 $ - $ 633,147 $ 28,986 4.80%
Overtime $ 5,633 $ 6,352 $ 6,422 $ 6,505 $ - $ 6,505 $ 83 1.29%
Personal Services $ 537,920 $ 557,775 $ 610,583 $ 639,652 $ - $ 639,652 $ 29,069 4.76%
Contractual Services $ 15,329 $ 19,201 $ 22,140 $ 18,090 $ 15,000 $ 33,090 $ 10,950 49.46%
Utilities $ 5,983 $ 7,021 $ 6,800 $ 6,800 $ - $ 6,800 $ - -%
Supplies $ 2,161 $ 4,617 $ 5,150 $ 5,150 $ - $ 5,150 $ - -%
Small Capital $ - $ - $ - $ - $ - $ - $ - -%
Expenses $ 23,473 $ 30,839 $ 34,090 $ 30,040 $ 15,0001s 45,040 $ 10,950 32.12%
Total 1 Building and Zoning i • •• • • • •• • 1 1 1 •• • 1 1 •
.2104.
-----------------------------------------------------------------------------------------------
Budget Summary - Revolving Funds*
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Residential Engineering Review $ 57,600 $ 57,600 $ 57,600 $ 57,600 $ 57,600 $ - -%
*Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4.
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(Revolving Funds) Actual I Actual Appropriation Request I Add/Del Recommended Increase Increase
7110-Residential Engineering Review Revolving Fund
Expenses Is -Is - $ 57,600 $ 57,600 1 Is 57,600 I$ -1 A
Total 7110 B&Z Rev. Funds $ - $ - $ 57f6OO $ 57f 600 $ - $ 57f6OO $ _0
-----------------------------------------------------------------------------------------------
Budget Summary - All Funds
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(All Funds) Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $ 537,920 $ 557,775 $ 610,583 $ 639,652 $ - $ 639,652 $ 29,069 4.76%
Expenses $ 23,473 $ 30,839 $ 91,690 $ 87,640 $ 15,000 1$ 102,640 $ 10,950 11.94%
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-14
Program: Land Use, Housing and Development
Department
7120 Administration Town of Lexington, MA
Mission: To develop comprehensive regulatory and technical assistance services to town residents
and commercial entities transacting development business with the Town.
Budget Overview: Administration provides management oversight and administrative support to the
Building and Zoning, Conservation, Planning and Economic Development Offices and to the numerous
boards and commissions, including the Zoning Board of Appeals and Historic Districts Commission, and
coordinates their daily operations. The staff, comprised of an Assistant Town Manager, an Office
Manager, Administrative Assistant and four Department Assistants, schedules and coordinates hearings,
prepares legal notices, sets agendas, processes applications and permits, inputs data into Access
databases, maintains files, circulates petitions among Town boards and officials, prepares meeting
notices, agendas and minutes, determines and notifies abutters, communicates with the public, attends
meetings, performs payroll and accounts payable functions, makes daily deposits, and files all final
documentation. The Assistant Town Manager for Development position oversees all operations of the
five divisions within the Land Use, Housing and Development Department.
Division Initiatives:
1. Support the Department and the Town in implementing LexingtonNext.
2. Direct the Department in supporting the Select Board goals and the Planning Board's work plan
especially as they may relate to housing, economic development and planning
3. Assist the Town Manager in planning and executing on operations and delegated strategic actions
in land use, housing, conservation, building, planning, preservation and economic development.
s s[st To,w"n Manager
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As,sis'tant
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Authorized/Appropriated Staffing
FY2021 FY2022 FY2023 FY2024
Budget Budget Budget Request
Assistant Town Manager 1 1 1 1
Administrative Assistant 1 1 1 1
Office Manager 1 1 1 1
Department Assistants* 4 4 4 3
Total
•
*The FY2024 budget recommends a Department Assistant be reassigned to the new Health Department.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-15
Program: Land Use, Housing and Development
Department
7120 Administration Town of Lexington, MA
Budget Recommendations:
The recommended FY2024 General Fund budget for the Office of Administration is $537,344, an
decrease of $(31,806) or -5.59% from the FY2023 budget.
The General Fund operating budget for Compensation is $483,944 and reflects an decrease of
$(30f 106) or (5-86)% due to the transfer of the Administrative Assistant to the new Health
Department, offset by contractually obligated step increases and cost of living adjustments.
Compensation does not include any estimate of prospective cost of living increases for contracts
expiring on or before June 30, 2023. Funds for prospective increases are captured in the Salary
Adjustment account within the Town Manager's budget.
The General Fund operating budget for Expenses is $53,400 and reflects a net decrease of $(1,700) or
(3.09)%, which incorporates adjustments to reflect anticipated FY2024 expenditures.
Program Improvement Requests:
None requested.
Budget Summary:
Funding Sources FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $ 423,275 $ 490 f5O4 $ 555,450 1$ 515,944 1$ - $ 515,944 1$ (39,506) -7.11%
Directed Funding
Departmental Fees $ 8,100 $ 8,100 $ 13,700 $ 21,400 $ -Is 21,400 1$ 7,7001 56.20%
Total / Administrationrr I rr I•• •1 rr 5691150 rr rr rr 537,344 rr (31,806) •I I
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Appropriation I Request I Add/Del I Recommended Increase Increase
Compensation $ 414,009 $ 470,270 $ 514,050 $ 483,944 $ -Is 483,944 $ (30,106) -5.86%
Expenses $ 17,366 $ 28,334 $ 55,100 $ 531400 $ -Is' 53,400 $ (11700) -3.09%
Total / Administration $ I $ I•• •1 I $ 5691150
• ' $ 537,344
$ $ I I rr (31,806) •I I
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Object Code Summary Actual I Actual Appropriation Request I Add/Del I Recommended Increase Increase
Salaries&Wages $ 406,987 $ 464,759 $ 5011225 $ 470,952 $ - $ 470,952 $ (30,273) -6.04%
Overtime $ 7,022 $ 51512 $ 12,825 $ 121992 $ - $ 12,992 $ 167 1.30%
Persona/Services $ 414,009 $ 470,270 $ 514,050 $ 483,944 $ - $ 483,944 $ (30,106) -5.86%
Contractual Services $ 11,165 $ 17,203 $ 46,700 $ 45,200 $ - $ 45,200 $ (11500) -3.21%
Utilities $ 940 $ 630 $ 900 $ 700 $ - $ 700 $ (200) -22.22%
Supplies $ 5,261 $ 10,501 $ 71500 $ 71500 $ - $ 7,500 $ - -%
Small Capital $ - $ - $ - $ - $ - $ - $ - -%
Expenses $ 17,366 $ 28,334 $ 55,100 $ 53,400 $ - $ 53,400 $ (11700) -3.09%
Total / Administration $ I $ I• 604 $ 5691150
• ' $ 537,344
$ $ 537,344
rr (31,806) •I I
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-16
Program: Land Use, Housing and Development Department
7130 Conservation Town ofLexington, MA
Mission: To protect the health and safety of Town residents through education about and regulation
of and management of natural areas and wetlands.
Budget Overview: The Conservation Division provides administration, interpretation and
enforcement of all applicable State laws and Local codes; counsel, guidance and education to the public
on environmental issues; research and reports on relevant issues for the Conservation Commission
meetings to aid the Commission in key decision making; enforcement of permit conditions through
construction inspections; management of conservation areas and the Land and Watershed Stewardship
Program. The Conservation Director manages and supervises the Conservation staff and operations
and, along with the Conservation Stewardship Coordinator, performs administrative, supervisory,
professional and technical work in connection with managing and directing comprehensive
environmental programs.
Division Initiatives:
1. Continue efforts to provide for a comprehensive online records management program for
conservation historical records via the Laserfiche Document Imaging Software.
2. Plan for and implement enhanced public outreach and programming to protect, preserve, and
promote Lexington's natural resources.
3. Implement Year 1 of the Seven Year Action Plan of the 2022 Open Space and Recreation Plan
Update.
4. Onboard a new community garden coordinator volunteer and provide a comprehensive orientation
and training program.
5. Finalize and record Conservation Restrictions for all CPA conservation land acquisitions.
6. Plan for and acquire open space parcels as prioritized by the Conservation Commission.
7. Implement the numerous conservation land management and stewardship prioritized projects,
including Willard's Woods, Chiesa Farm, and West Farm meadows preservation (FY2018/2023 CPA),
Wright Farm Barn Stabilization (FY2023 CPA) and Conceptual Site Access Design and Parking
(FY2021 CPA), Willard's Woods Accessible Improvements Design and Engineering (FY2020 CPA)
and ADA Construction (subject to FY2024 CPA funding), and Whipple Hill Trail Repair and Fire
Access (subject to FY2024 CPA funding)
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-17
Program: Land Use, Housing and Development Department
7130 Conservation Town ofLexington, MA
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Authorized/Appropriated Staffing
FY2O21 FY2O22 FY2O23 FY2O24
Budget Budget Budget Request
Conservation Director 1 1 1 1
Conservation Coordinator 1 1 1 1
Land Use Ranger 0.26 0.26 0.26 0.26
Seasonal Land Management Interns Seasonal Seasonal Seasonal Seasonal
Tota I FTE 2.26 2.26 2.26 2.26
•
Seasonals Seasonals • Seasonals
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-18
Program: Land Use, Housing and Development Department
7130 Conservation Town ofLexington, MA
Budget Recommendations:
The recommended FY2024 General Fund Conservation budget is $267,876, a increase of $13,994 or
5.51% from the FY2023 budget.
This includes a $13,994 or 6.26% increase in compensation to reflect contractually obligated step
increases and cost of living adjustments. Compensation does not include any estimate of prospective
cost of living increases for contracts expiring on or before June 30, 2023. Funds for prospective
increases are captured in the Salary Adjustment account within the Town Manager's budget.
The recommended budget for Expenses is $30,247 and is level-funded from FY2023.
Program Improvement Requests:
Request Recommended
Salaries Benefits Salaries Benefits
and (reflected in Total and (reflected in Not
Shared Shared
Description Expenses Expenses) Requested Expenses Expenses) Total Recommended
Conservation Regulatory Assistant 20,000 $ 290 $ 20,290 $ — $ — $ — $ 20,290
Hours
Chipping $ 41000 $ — $ 41000 $ — $ — $ — $ 41000
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-19
Program: Land Use, Housing and Development Department
7130 Conservation Town ofLexington, MA
Budget Summary:
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $ 184,635 $ 217,335 $ 250,882 $ 265,676 1$ (800) $ 264,876 $ 13,994 1 5.58 %
Directed Funding
Departmental Fees $ 12,752 1$ 10,000 $ 3,000 $ 3,000 1$ -Is 3,000 Is -I -
Total 1Conservation r • r 227,335 r 253f882 r •• • • r •//
Appropriation FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Summary Actual I Actual Appropriation Request I Add/Del I Recommended Increase Increase
Compensation $ 171,404 $ 206,246 $ 223,635 $ 237,629 $ - $ 237,629 $ 13,994 6.26 %
Expenses $ 25,983 $ 21,089 $ 30,247 $ 31,047 $ (800) $ 30,247 $ - - %
Object Code FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Salaries&Wages $ 169,673 $ 204,700 $ 220,516 $ 234,470 $ - $ 234,470 $ 13,954 6.33 %
Overtime $ 1,731 $ 1,546 $ 3,119 $ 3,159 $ - $ 3,159 $ 40 1.28 %
Personal Services $ 171,404 $ 206,246 $ 223,635 $ 237,629 $ - $ 237,629 $ 13,994 6.26 %
Contractual Services $ 19,972 $ 13,148 $ 21,436 $ 22,186 $ (800) $ 21,386 $ (50) -0.23 %
Utilities $ 2,191 $ 1,851 $ 3,061 $ 3,061 $ - $ 3,061 $ - - %
Supplies $ 3,820 $ 6,090 $ 5,750 $ 5,800 $ - $ 5,800 $ 50 0.87 %
Small Capital $ - $ - $ - $ - $ - $ - $ - -%
Expenses $ 25,983 $ 21,089 $ 30,247 $ 31,047 $ (800) $ 30,247 $ - -
Total 1Conservationrr • • $ 227,335 $ 253f882 $ •• • • $ •1/ rr • • • $ ••I
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-20
Program: Land Use, Housing and Development Department
7200 Planning Town of Lexin ton, MA
g
Mission: The Planning Office helps residents envision and work toward a community that serves the
needs of all its citizens and to manage growth and change. The Planning Office provides staff
assistance to the Planning Board, helps to administer the Zoning Bylaw and reviews development
permit applications for residential and commercial projects.
Budget Overview: The Planning Office supports the Planning Board in the administration of the
Subdivision Regulations, the adequacy determinations of unaccepted streets, the granting of special
permits for development, site plan review and granting of special permits, as well as proposing and
making recommendations on all zoning amendments and planned development district proposals that
go to Town Meeting. In addition, the staff engages in short- and long-term planning regarding growth
and development issues in Lexington, actively participants in various committees dealing with
transportation, affordable housing, economic development, as well as regional and statewide initiatives.
The planning staff participates on the Development Review Team, the Housing Partnership Board, the
Transportation Safety Group, Parking Management Group, Transportation Forum, the HOME
Consortium, and the Boston Metropolitan Planning Organization.
Division Initiatives:
1. Implement various recommendations in Lexington's updated Comprehensive Plan (Lexington
NEXT) adopted in September 2022 to guide future land development over the next 5, 10, 15
years, and beyond.
2. Propose and adopt zoning amendments and regulations outlined in the Comprehensive Plan to
promote economic development and housing goals such as mixed-use development, more
affordable housing, missing middle housing, and maximizing commercial development.
3. Formalize a practice of professional peer review consultant services for new construction
application projects under review by the Planning Board.
4. Collaborate with other town departments and divisions to promote and improve stormwater
best management practices.
5. Adopt and implement District Plans for Lexington's three Transportation Demand Management
Overlay Districts (TMOD) - Hartwell Avenue Area, South Lexington, and Forbes Road - Marrett
Street.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-21
Program: Land Use, Housing and Development Department
7200 Planning Town of Lexin ton, MA
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Authorized/Appropriated Staffing
FY2O21 FY2O22 FY2O23 FY2O24
Budget Budget Budget Request
Planning Director 1 1 1 1
Assistant Planning Director 1 1 1 1
Planner 1 1 1 1
Administrative Assistant 1 1 1 1
•
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-22
Program: Land Use, Housing and Development Department
7200 Planning Town of Lexin ton, MA
g
Budget Recommendations:
The FY2024 recommended General Fund Planning Office budget is $458,751, which is an increase of
$12,511 or 2.80% from the FY2023 budget.
The General Fund operating budget for Compensation is $381,401 and reflects a $12,511 or 3.39%
increase from the FY2023 budget, due to contractually obligated step increases. Compensation does
not include any estimate of prospective cost of living increases for contracts expiring on or before June
301 2023. Funds for prospective increases are captured in the Salary Adjustment account within the
Town Manager's budget.
The recommended budget for Expenses is $77,350 and is level-funded from FY2023.
Program Improvement Requests:
Request Recommended
Salaries Benefits Salaries Benefits
and (reflected in Total and (reflected in Not
Shared Shared
Description Expenses Expenses) Requested Expenses Expenses) Total Recommended
Housing Officer/Planner $ 75,000 $ 18,820 1$ 93,820 1$ — $ — $ — $ 93,820
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-23
Program: Land Use, Housing and Development Department
7200 Planning Town of Lexin ton, MA
g
Budget Summary
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $ 342,185 1$ 335,035 1$ 406,240 $ 408,751 $ - $ 408,751 $ 2,511 1 0.62%
Directed Funding
Fees $ 33,000 1$ 61,670 $ 40,000 $ 50,000 1$ -Is 50,000 Is 10,000 125.00%
Appropriation FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Summary Actual I Actual Appropriation Request I Add/Del I Recommended Increase Increase
Compensation $ 339,806 $ 352,206 $ 368,890 $ 381,401 $ - $ 381,401 $ 12,511 3.39%
Expenses $ 35,379 $ 44,499 $ 77,350 $ 77,350 $ - $ 77,350 $ - -%
Object Code Summary
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Salaries&Wages $ 339,028 $ 350 f460 $ 360 f995 $ 373,403 $ - $ 373,403 $ 12,408 3.44%
Overtime $ 778 $ 1,745 $ 7,895 $ 71998 $ - $ 7,998 $ 103 1.30%
Personal Services $ 339,806 $ 352,206 $ 368,890 $ 381,401 $ - $ 381,401 $ 12,511 3.39%
Contractual Services $ 33,283 $ 41,848 $ 72,850 $ 72,350 $ - $ 72,350 $ (500) -0.69%
Utilities $ 600 $ 480 $ - $ - $ - $ - $ - -%
Supplies $ 1,497 $ 2,170 $ 41500 $ 5,000 $ - $ 5,000 $ 500 11.11%
Small Capital $ - $ - $ - $ - $ - $ - $ - -%
Expenses $ 35,379 $ 441499 $ 77,350 $ 77,350 $ - $ 77,350 $ - -%
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-24
Program: Land Use, Housing and
Development Department
7300 Economic Development Town of Lexin tonLexington, MA
Mission: The Economic Development Office works to encourage new investment and support for our
local businesses - big and small. A strong local business environment is a critical component of a
healthy and sustainable community, creating places to eat and shop, as well as opportunities for
employment and added revenue to support local services. To that end, the Economic Development
Office serves as a liaison for businesses and works to address business-related issues from parking to
updating land use policy. The Office also works to retain and expand local businesses by providing
information, conducting research, and leveraging State economic development resources. The
Economic Development Office also cultivates and maintains relationships with State-level partners for
business development, tourism, and infrastructure investment opportunities. The Economic
Development Office works to leverage economic opportunities from tourism through the operations of
the Visitors Center, the Liberty Ride Trolley Tour, and the Battle Green Guides program. Sharing our
role in American history attracts many thousands of visitors to Lexington each year. These visitors help
to support our local businesses which contributes to our community's overall economic sustainability.
Budget Overview: The Economic Development Office is tasked with strengthening the commercial
tax base, providing services to existing and prospective businesses, and overseeing tourism functions
and staff. The Economic Development Office works on initiatives with input from the Economic
Development Advisory Committee, the Lexington Center Committee, and the Tourism Committee.
In prior years the Economic Development budget was divided into three elements: the Economic
Development Office, the Liberty Ride Trolley Tour Program, and the Visitors Center Operations. This
FY2024 Preliminary Budget recommends combining the Liberty Ride Revolving Fund and the Visitor
Center Revolving Fund into one Tourism Revolving Fund.
The Liberty Ride is a trolley tour of Lexington and Concord which also serves as the only transportation
link to the area's historic sites. The Visitors Center, located next to the Lexington Battle Green serves as
gateway for over 120,000 people who come to visit Lexington every year and generates revenue from
gift shop retail sales to offset operating costs. The Town recently completed construction of a new
Visitors Center which opened to the public in Spring 2020.
Division Initiatives:
1. Ensure long-term viability of Lexington businesses in light of the COVID-19 Pandemic and changing
retail environment.
2. Implement and complete the wayfinding project for East Lexington.
3. The ED Office will be working on a new Tourism Website that will address all destination marketing
needs in FY 2024.
4. The ED office will also be working on a store fagade improvement program for East Lexington to
improve the stores to be more attractive and vibrant.
5. Continued implementation of ARPA funds to help with economic stimulus and resiliency for the
community.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-25
Program: Land Use, Housing and
Development Department
7300 Economic Development Town of Lexin tonLexington, MA
Tourism/Visitor Activities
1. Expand programs & retail operations in the Visitors Center.
2. Develop additional materials for non-English speaking visitors and implement the Freedoms Way
Grant.
3. Identify other funding opportunities to augment revenue for the tourism revolving funds.
4. Increase the use of social media and target online advertising to increase visits to Lexington.
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FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-26
Program: Land Use, Housing and
Development Department
7300 Economic Development Town of Lexin tonLexington, MA
Authorized/Appropriated Staffing
FY2021 FY2022 FY2023 FY2024
Budget Budget Budget Request
Economic Development Director 1 1 1 1
Senior Economic Development
Coordinator* 1 1 1 1
Economic Development Intern Seasonal Seasonal Seasonal Seasonal
Visitor Center Manager 1 1 1 1
Visitor Center Staff (6PT) 4.75 4.75 4.75 4.75
Visitor Center Assistant Manager 0.56 0.56 0.56 0.56
Battle Green Guides Seasonal Seasonal Seasonal Seasonal
Tour Service Coordinator** 0.7 0 0 1
Liberty Ride Guides Seasonal Seasonal Seasonal Seasonal
Tota I FTE 9.01 i i
Seasonal • • Seasonal
Note: Visitor Center staffing is included above as this function was transferred from Chamber of Commerce in
FY2015. There are 7 Visitor Center staff(1 works full-time and 6 work part-time)and 30 seasonal workers from April
to October
*In FY2023,Title change from Economic Development Coordinator to Senior Economic Development Coordinator.
**The FY2024 budget recommends transitioning the Tour Service Coordinator to full-time as program improvement
from the Tourism Revolving Fund.The title was also changed from Liberty Ride Coordinator to Tour Services
Coordinator as the position will oversee all tour services that Lexington offers.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-27
Program: Land Use, Housing and
Development Department
7300 Economic Development Town of Lexin tonLexington, MA
Budget Recommendations:
The FY2024 recommended All Funds Economic Development budget, inclusive of the General Fund
operating budget and the Tourism Revolving Fund, is $925,020, which is a $140,757 or 17.95%
increase from the FY2023 budget.
The FY2024 recommended General Fund Economic Development operating budget is $435,053, which
is a $14,255 or 3.39% increase from the FY2023 General Fund budget. The recommended General
Fund operating budget for Compensation is $281,,953, and reflects a $20,455 or 7.82% increase, which
is a net change, and captures contractually obligated step increases. Compensation does not include
any estimate of prospective cost of living increases. Funds for prospective increases are captured in
the Salary Adjustment account within the Town Manager's budget.
The recommended General Fund operating budget for Expenses is $153,100, a decrease of $(6,200) or
(3.89)% to reflect actual spending. Contractual costs include expenses associated with the REV Shuttle,
a business-serving shuttle that runs between the Hartwell Avenue corridor and the Alewife Red Line
Station, funded via a transfer from the Transportation Demand Management (TDM) Stabilization Fund.
For FY2024 the Department is proposing a new Tourism Revolving Fund which will combine the
operations of Lexington Visitors Center and the Liberty Ride trolley service, both of which previously
operated as independent Revolving Funds. The Tourism Revolving Fund will generate revenue from the
sale of gift shop merchandise, the sale of ticketed walking tours on the Lexington Battle Green, and the
sale of tickets and charters for the Liberty Ride trolley tour. Combining the two revolving funds will
allow for increased flexibility in budgeting and decrease the administrative and accounting burden of
managing two separate revolving funds. This operation will be overseen by the Visitor's Center
Manager, Assistant Manager, and a new Tour Services Coordinator position.
The Revolving Fund budget is $489,967, an increase of $126,502 or 34.80% compared to the FY2023
budget, which includes both the Liberty Ride and Visitor Center operations. The FY24 revolving fund
budget includes a program improvement that transitions the part time Liberty Ride Coordinator position
to a full-time Tour Service Coordinator to be funded out of the revolving fund. The Tour Services
Coordinator position will promote Lexington's tourism programs and tour offerings to the local,
national, and international hospitality community to increase revenue and visitorship.
COVID-19 travel restrictions affected the travel and tourism industry overall and the Liberty Ride did
not operate during calendar 2020. It opened on a limited schedule in 2021 and 2022. In 2022 the
trolley ran twice a day, Friday through Monday, selling over 3,700 tickets. The Town expects that
tourism in Lexington will increase in the coming years, particularly as the Town approaches the 250th
anniversary of the Battle of Lexington in April 2025.
Beyond the affects of the COVID-19 pandemic and its impact on travel and tourism overall, the Liberty
Ride operations have been hampered by increasing transportation costs, a tight labor market and new
competition as Concord pilots a new trolley ride. The Liberty Ride trolley contract has been extended
through March of 2024, prior to the spring tourism season. We expect to continue working with
Joseph's Trolley through the end of this contract. Beginning in Spring 2024, the Office of Economic
Development is exploring alternative options for the Liberty Ride Trolley, including bringing the
operation in-house. Purchasing a new trolley may provide enhanced and flexible programming and
ensure the entire Liberty Ride operation is economically viable.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-28
Program: Land Use, Housing and
Development Department
7300 Economic Development Town of Lexin tonLexington, MA
In FY2023, in an effort to provide greater stability for the operation going forward, the salary for the
Visitors Center Manager was moved to the General Fund. A small amount of support remains in the
General Fund budget ($20,000) in the event that sales do not adequately fund the remaining operating
expenses. Staff anticipate that this level of support will allow the Visitors Center to remain open year-
round.
Program Improvement Requests:
Request Recommended
Salaries Benefits Benefits
(reflected in Salaries (reflected in
and Shared Total and Shared Not
Description Expenses Expenses) Requested I Expenses Expenses) Total Recommended
Liberty Ride Driver $ 29,880 $ 433 $ 30,313 $ — $ — $ — $ 30,313
Full-time Assistant Visitors $ 49,152 $ 18,445 $ 67,597 $ — $ — $ — $ 67,597
Center Manager
Full-Time Tour Service $ 58,240 $ 18,577 $ 76,817 $ 58,240 $ 18,577 $ 76,817 $ —
Coordinator
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-29
Program: Land Use, Housing and
Development Department
7300 Economic Development Town of Lexin tonLexington, MA
Budget Summary - General Fund
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $ 331,784 $ 261,456 $ 374,798 $ 417,953 $ (28,900) $ 389,053 $ 14,255 3.80%
TDM Stabilization Fund $ 46,000 $ 46,000 $ 46,000 $ 46,000 $ - $ 46,000 $ - -%
Center Impr. District Stab. Fund $ - $ - $ - $ - $ - $ - $ - -%
Total 1/ GeneralFund r . r / . r 1 . r . r . 1/ r 435fO53 r 1
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(General Fund) Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $ 173,089 $ 175,284 $ 2611498 $ 281,953 $ - $ 281,953 $ 20,455 7.82%
Expenses $ 204,696 $ 132,172 $ 159,300 $ 182,000 $ (28,900) $ 153,100 $ (6,200) -3.89%
Total 7300 General . rr • rr / • rr 1 •• rr 463f953 rr (28,900) rr 435fO53
.r I • 1 1
Program Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(General Fund) Actual Actual Appropriation Request Add/Del Recommended Increase Increase
17310 Economic Development Office $ 377,784 $ 307,456 $ 420,798 $ 463,953 $ (28,900) $ 435,053 $ 14,255 3.39
Total 7300 General Fund rr • rr 1 • rr 1 •• rr 463f953 $ (28,900) rr 435fO53
rr I • I 1
Object Code Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(General Fund) Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Salaries&Wages $ 171,955 $ 175,284 $ 258,538 $ 278,955 $ - $ 278,955 $ 20,417 7.90%
Overtime $ 1,134 $ - $ 21960 $ 2,998 $ - $ 2,998 $ 38 1.28%
Personal Services $ 173,089 $ 175,284 $ 2611498 $ 281,953 $ - $ 281,953 $ 20,455 7.82%
Contractual Services $ 127,231 $ 118,110 $ 126,300 $ 140,500 $ (17,900) $ 122,600 $ (3,700) -2.93%
Utilities $ - $ - $ - $ - $ - $ - $ - -%
Supplies $ 77,464 $ 14,062 $ 33,000 $ 39,500 $ (11,000) $ 28,500 $ (4,500) -13.64%
Small Capital $ - $ - $ - $ 2,000 $ - $ 21000 $ 2,000 -%
Expenses $ 2041 696 $ 132,172 $ 159,300 $ 182,000 $ (281 900) $ 153,100 $ (61200) -3.89%
Total 7300GeneralFund rr • rr / • rr / •• rr 463f953 $ (28,900) rr 435,053
' rr I • 1 1
Budget Summary - Revolving Funds* ------------------------------------------------------
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Liberty Ride Rev. Fund $ 790 $ 72,083 $ 104,000 $ - $ - $ - $(104,000 -100.00%
Visitors Center Rev. Fund $ 74,242 $ 260,184 $ 260,000 $ - $ - $ - $(260,000 -100.00%
Tourism Revolving Fund $ - $ - $ - $ 413,150 $ 76,817 1$ 489,967 $489,967 -
• .l 7300 r r 76,817 r • • r • • I
*Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4.
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
(Revolving Funds) Actual Actual Appropriation Request Add/Del Recommended Increase Increase
7320 Liberty Ride Rev. Fund $ - $146,758 $ 104,000 $ - $ - $ - $(104,00 -100.00°
Compensation $ - $ 23,652 $ 14,000 $ - $ - $ - $ (14,000) -100.00%
Expenses $ - $ 123,106 $ 90,000 $ - $ - $ - $ (90,000) -100.00%
7340 Visitors Center Rev.Fund $ 59,470 $255,101 $ 259,465 $ - $ - $ - $(259,46 -100.000
Compensation $ 26,501 $ 139,493 $ 114,750 $ - $ - $ - $(114,750 -100.00%
Expenses $ 32,970 $ 115,608 $ 1441715 $ - $ - $ - $(144,715 -100.00%
7350 Tourism Rev. Fund $ - $ - $ - $ 413,150 $ 76,817 $ 489,967 $489,967 -%
Compensation $ - $ - $ - $ 138,000 $ 58,240 $ 196,240 $196,240 -%
Expenses $ - $ - $ - $ 275,150 $ - $ 275,150 $275,150 -%
Benefits $ - $ - $ - $ - $ 18,577 $ 18,577 $ 18,577 -0/0
Total 7300-RevolvingFunds r 1 r / • • r • • r / r 76f817 r • • r • / •1 I
-----------------------------------------------------------------------------------------------
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-30
Program: Land Use, Housing and
Development Department
7300 Economic Development Town of Lexin tonLexington, MA
-----------------------------------------------------------------------------------------------
Budget Summary - All Funds
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriations Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $ 199,589 $ 338,429 $ 390f248 $ 419,953 $ 58,240 $ 478,193 $ 87,945 22.54%
Expenses $ 237,665 $ 370 f885 $ 394,015 $ 457,150 $ (28,900) $ 428,250 $ 34,235 1 8.690/61
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
IX-31
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Section Xm. Program 8000m. General Government
This section includes detailed information about the FY2024 Operating Budget & Financing Plan for
General Government. It includes:
• 8100 Select Board X-2
• 8200 Town Manager X-6
• 8300 Town Committees X-11
• 8400 Finance X-13
• 8500 Town Clerk X-18
• 8600 Innovation &Technology X-22
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
X-1
Program: General Government
8100 Select Board Town of Lexington, MA
Mission: The Select Board, together with the Town Manager, represents the executive branch of the
Town government. The Board consists of five members, elected for three-year terms. Select Board
members serve without compensation. The Board acts as the Town's primary policy-making body for a
wide variety of issues affecting service delivery, finance and Town infrastructure. They provide
oversight in matters of litigation, act as the licensing authority, enact rules and regulations regarding
traffic control and are responsible for calling Town Meetings and approving the Town Meeting Warrant.
Budget Overview: This budget includes funding for the Select Board's Office, Town Counsel, the
Annual Town Report, and the Public, Education, Governmental (PEG) programming budget.
Day-to-day operation of the Select Board's Office is under the direction of the Office Manager/Executive
Clerk and the Department Assistant who assist the Select Board members and coordinate activities with
the Town Manager's Office. The staff prepare the Annual and Special Town Meeting Warrants and
assist the Select Board members in responding to questions and inquiries from the public. They also
receive all contributions to Select Board gift accounts, the Fund for Lexington, the PTA Council
Scholarship, the Lexington Education Fund and all other Trustees of Public Trusts funds.
Staff manage the licensing and permitting process for the Board (the licensing authority). These
licenses include alcoholic beverage, auctioneer, cable television, common victualler, entertainment,
flammable storage, innkeeper, lodging house, theater, Class I, II and III for the sale of used cars,
vehicles for hire such as common carrier, limousine and taxi cab and automatic amusement machines.
Staff maintain approximately 320 Select Board appointments to more than 50 committees. In addition,
the Select Board's Office notifies Lexington residents of all national, state and local elections.
Town Counsel represents the Town, through the Select Board and Town Manager, on all legal matters
including litigation, contracts, drafting of Town bylaws and enforcement of bylaws through the Court
system.
The Town Report is the official proceeding and activities of Town Government. It is required to be
prepared annually under State law.
The PEG budget funds activities related to the Town's cable television programming. Under
Massachusetts law, municipalities may receive up to 5% of the basic cable bill for PEG programming
activities. These funds are largely used, under the guidance of the Communications Advisory
Committee, to fund the LexMedia contract.
Departmental Initiatives:
1. Develop enhanced recruitment and onboarding processes for Select Board appointments to
Boards and Committees.
2. Improve methods of Communication between the Select Board and residents.
3. Continue to work with the IT Department to automate the remaining Permitting and Licensing
workflows for Select Board Permits.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
x-2
Program: General Government
8100 Select Board Town of Lexington, MA
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Authorized/Appropriated Staffing
FY2021 FY2022 FY2023 FY2024
Budget Budget Budget Request
Office Manager/Executive Clerk 1 1 1 1
Department Assistant 1 1 1 1
Recording Secretary 0.25 0.25 0.25 0.25
. .
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
x-3
Program: General Government
8100 Select Board Town of Lexington, MA
Budget Recommendations:
The FY2024 recommended General Fund operating budget for the Select Board is $1,334,327, which is
a $35,525 or 2.74% increase from the FY2023 General Fund budget.
The Compensation budget is $150,784, which is a $5,621 or 3.87% increase, which reflects step
increases. Compensation does not include any estimate of prospective cost of living increases. Funds
for prospective increases are captured in the Salary Adjustment account within the Town Manager's
budget.
The overall Select Board operating budget is $1,183,543, which is an increase of $29,904 or 2.59%.
The increase is primarily due to expenses for LexMedia, the Town's public access television provider,
partly offset by a decrease in legal expenses for FY2024. Expenses also reflect an increase of$1,500 in
the contracted expense for the Town's annual financial audit.
The recommended FY2024 budget for legal expenses has decreased from $395,000 in FY2023 to
$375.,000 in FY2024. The recommended FY2024 budget for the annual Town Report is unchanged
from FY2023 at $13,688.
The FY2024 recommended budget for the Town's annual contract with LexMedia for broadcasting
public meetings and events is $658,517 which is a $48,404 or 7.93% increase from FY2023. This
reflects contractual commitments to LexMedia, and an increase in the Town's lease agreement for Kline
Hall, the location from which LexMedia operates. This lease agreement escalates annually with the
Consumer Price Index (CPI).
Beginning in FY2024 the Town will begin funding LexMedia ($100,000) partly from the tax levy in
addition to the PEG Access Special Revenue Fund. PEG Access revenues are primarily from cable fees
which have been on the decline as consumers discontinue cable subscriptions in favor of streaming
platforms. Cable fees will not fully cover expenses needed to support local access cable TV going
forward, and the amount of General Fund support is expected to increase in the coming years. This
program improvement does not add expense to the Town's overall budget; instead the revenue
contribution from the PEG Access Special Revenue fund is $100,000 less than the PEG Access expense
budget.
Program Improvement Requests:
Request Recommended
Salaries Benefits Salaries Benefits
and (reflected in Total and (reflected in Not
Shared Shared
Description Expenses Expenses) Requested Expenses Expenses) Total rReconmmended
LexMedia Supplemental Funding $ 100,000 $ — $ 100,000 $ 100,000 $ — $ 100,000 —
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
X-4
Program: General Government
8100 Select Board Town of Lexington, MA
Budget Summary
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $ 542,450 $ 481,187 $ 609,018 $ 714,092 $ (20,000) $ 694,092 $ 85,074 13.97%
Transfers from Enterprise Funds $ 11071 $ 664 $ 1,171 $ 1,218 $ - $ 1,218 $ 47 4.01%
to General Fund(Indirects)
PEG Access Special Revenue Fund $ 610,113 $ 558,517 1$ - $ 558,517 1$ (51,596) -8.46%
Fees
Licenses&Permits 1$ 74,525 $ 82,329 $ 78,5�O $ 80,500 1 Is 80,500 $ 2,000 1 2.55%
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $ 128,668 $ 136,988 $ 145,163 $ 150,784 $ - $ 150,784 $ 5,621 3.87%
Expenses 1$1,084,528 $1f029f6911$ 1,153,639 I$1,203,543 $ (20,000) $ 1,183,543 $ 29,9041 2.59%
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Program Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Total 8110 Select Board's Office $ 205,805 $ 218,613 $ 280,001 $ 287,122 $ - $ 287,122 $ 71121 2.54%
Total 8120 Legal $ 399,245 $ 327,582 $ 395,000 $ 395,000 $ (20,000) $ 375,000 $ (20,000) -5.06%
Total 8130 Town Report $ 10,445 $ 11,653 $ 13,688 $ 13,688 $ - $ 13,688 $ - -%
Total 8140 PEG Access $ 597,702 $ 608,831 $ 610,113 $ 658,517 $ - $ 658,517 $ 48,404 7.93%
Object Code Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Salaries&Wages $ 128,668 $ 136,988 $ 145,163 $ 150,784 $ - $ 150,784 $ 5,621 3.87%
Overtime $ - $ - $ - $ - $ - $ - $ - -%
Personal Services $ 128,668 $ 136,988 $ 145,163 $ 150,784 $ - $ 150,784 $ 5,621 3.87%
Contractual Services $1,069,616 $1,013,549 $ 1,133,126 $1,183,030 $ (20,000) $ 1,163,030 $ 29,904 2.64%
Utilities $ - $ - $ - $ - $ - $ - $ - -%
Supplies $ 14,913 $ 16,142 $ 20,513 $ 20,513 $ - $ 20,513 $ - -%
Small Capital $ - $ - $ - $ - $ - $ - $ - -%
Expenses $1,084,528 $1,029,691 $ 1,153,639 $1,203,543 $ (20,000) $ 1,183,543 $ 29,9041 2.59%
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
X-5
Program: General Government
8200 Town Manager Town of Lexington, MA
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Mission: The Select Board appoints the Town Manager who oversees the daily operations of all
general government departments, implements the policies of the Select Board, proposes an annual
operating and capital budget, and enforces Town bylaws and regulations. The Town Manager's
authority and responsibilities are established in the Select Board-Town Manager Act of 1968. The
Town Manager's Office is also responsible for Human Resources and benefit administration, as well as
risk management.
Budget Overview: The Town Manager's Office budget is comprised of the following elements:
Organizational Direction and Administration, Human Resources, Sustainability, Pubic Outreach and
Communication, and Diversity, Equity and Inclusion. Organizational Direction and Administration
includes day-to-day oversight for all Town departments, townwide staff training and professional
development, and special projects. This function also implements all decisions of the Select Board and
provides staff support to various Town committees. The Sustainability and Resilience Officer, Director
of Communications/Special Projects Coordinator, and Chief Equity Officer positions are in the Town
Manager's Office to support and further the goals and priorities of the Town. In addition, the Town
Manager's Office, through the Human Resources function, is responsible for personnel administration,
benefits administration, collective bargaining negotiations, workers compensation and unemployment
benefits.
Departmental Initiatives:
1. Continue to support the Racial Diversity, Inclusion, and Equity Transformation plan and other social
equity initiatives in coordination with the Select Board.
2. Work to support the organization's high-performance culture by providing directed team building to
the Middle and Senior Management Team.
3. Develop new revenue sources to support the budget, particularly the capital budget, by developing
long-term debt management strategies to mitigate the impact of large project debt service.
4. Continue the initiative to develop organizational sustainability by passing on institutional knowledge,
engaging mid-level managers in organization decision-making and selecting and training qualified
individuals.
5. Continue reviewing new fiscal policies, specifically updating strategies for funding the Town's
Pension and OPEB Liabilities. The next policy review will evaluate the funding model for the
Recreation Enterprise Fund.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
x-6
Program: General Government
8 200 Town M a nage r Town of Lexington, MA
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FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
X-7
Program: General Government
8200 Town Manager Town of Lexington, MA
g
Authorized/Appropriated Staffing
FY2021 FY2022 FY2023 FY2024
Budget Budget Budget Request
Town Manager 1 1 1 1
Deputy Town Manager 1 1 1 1
Director of Communications &Special Projects* 1 1 1 1
Sustainability and Resilience Officer 1 1 1 1
Chief Equity Officer** — 1 1 1
Office Manager/Special Events Coordinator 1 1 1 1
Management Fellow/Analyst 1 1 1 1
Management Analyst*** 0 1 1 1
Hearing Officers**** 0.12 0.12 0.12 0.12
Human Resources Director 1 1 1 1
Human Resources Associate 1 1 1 1
Benefits Coordinator 1 1 1 1
Administrative Assistant***** 0.54 0.54 0.54 1.00
Webmaster****** 0 0 0 1
Total9.66 • • • • 13-12
*Title change from Public Information Officer to Director of Communications/Special Projects Coordinator in FY2023.
**A Chief Equity Officer was added in FY2022 via a program improvement in response to community organizing around racial justice
and equity.
***A second Management Analyst role was added via 2021 Fall STM, in part to help manage the American Recovery Plan Act(ARPA)
projects. A portion of their salary is funded from ARPA. In FY2024,this position is vacant and will not be funded to allow for funding
****Two hearing officers hear appeals for parking fines;one municipal hearing officer hears appeals for fines issued by the Fire
Department(regional position,shared with Winchester and Woburn)
*****The HR Administrative Assistant transitioned to full-time in FY2023,with a portion of their salary is funded from ARPA.The
FY2024 budget committs to funding this position from the tax levy in perpetuity.
******A Webmaster was reassigned to the Town Manager's Office via a Budget Adjustment at 2022 Fall STM.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
X-8
Program: General Government
8200 Town Manager Town of Lexington, MA
g
Budget Recommendations:
The FY2024 recommended budget inclusive of the Town Manager's Office and Human Resources is
$1,,416,624, which is a $110,653 or 8.47% increase from the revised FY2023 budget.
The recommended FY2024 budget for Compensation is $1,074,321, and reflects a $62,625 or 6.19%
increase, which captures step increases and the transfer of the Webmaster position from the
department of Innovation and Technology. Compensation does not include any estimate of prospective
cost of living increases. Funds for prospective increases are captured in the Salary Adjustment account
within the Town Manager's budget.
The recommended FY2024 budget for Expenses is $342,303, which reflects an increase of $48,,028 or
16.32% from FY2023, primarily due to the transfer of the CodeRed notification system from the Police
Dispatch budget to the Town Manager's Office, as well as a program improvement request for a
Classification and Compensation Study. Additionally, personnel-related expenses were transferred from
the Innovation &Technology Department to the Town Manager's Office to account for the Webmaster
and their professional development and memberships following an FY2023 budget adjustment
approved at 2022-3 Special Town Meeting.
The department's budget includes a Salary Adjustment Account, which reflects anticipated FY2024
collective bargaining settlements, other wage increases, and compensated leave payments due certain
employees at retirement. Once contractual settlements are reached, funds are transferred from this
account to the appropriate departmental budget upon a vote of the Select Board. Professional Services
will continue to fund HR consultations, investigations, and assessment centers for the Police and Fire
Departments, as well the cost of scanning and converting paper files into the Tyler Content Manager
module.
Program Improvement Requests:
Request Recommended
Salaries Benefits Benefits
(reflected in Salaries (reflected in
and Shared Total and Shared Not
Description Expenses Expenses) Requested Expenses Expenses) Total Recommended
Hiring of a Benefits Assistant $ 64,070 $ 18,661 $ 82,731 $ — $ — $ — $ 82,731
Lexington HeatSmart Program $ 20,000 $ — $ 20,000 $ — $ — $ — $ 20,000
Classification and Compensation $ 30,000 $ — $ 30,000 $ 30,000 $ — $ 30,000 $ —
Study
Full-time Administrative Assistant $ 26,609 $ 18,118 $ 44,727 $ 26,609 $ 18,118 $ 44,727 $ —
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
X-9
Program: General Government
8200 Town Manager Town of Lexington, MA
g
Budget Summary
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $ 489,410 $ 655,731 $ 891,305 $ 11044,148 $ (59,633) $ 9841515 $ 93,210 10.46%
Enterprise Funds(Indirect) $ 42,193 $ 36,728 $ 521816 $ 51,813 $ - $ 51,813 $ (11003) -1.90%
Available Funds
Free Cash $ - $ - $ - $ 30,000 $ - $ 30,000 $ 30,000 -%
Rentals* $ 473,201 $ 3941624 $ 361,850 $ 350 f296 $ - $ 3501296 $ (11,554) -3.19%
Appropriation Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Revised Request Add/Del Recommended Increase Increase
Compensation $ 828,323 $ 934,899 $ 1,011,696 $ 1,142,154 $ (67,833) $ 1,0741321 $ 62,625 6.19%
Expenses $ 176,481 $ 152,185 $ 294,275 $ 334,103 $ 8,200 $ 342,303 $ 48,028 1 16.320/6
Total 8200 Town Manager $ 11 .1 1. 1. $ 1f305f971 $ lf476f257 •33) $ 1f4161624 $ 110,653 . I
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Program Summary q / Increase Increase
Actual Actual Revised Request Add Del Recommended
Total 8210 Organizational o
Dir. &Admin. $ 755,320 $ 838,806 $ 989,321 $ 1,154,880 $ (100,277) $ 1,054,603 $ 65,282 6.60/o
Total 8220 Human Resources $ 249,485 $ 248,277 $ 316,650 $ 321,377 $ 40,644 $ 362,021 $ 45,371 14.33%
Total 8200 Town Manager $ 11 .1 1. 1. 1 • • • •24 $ 110f653 • I
Object Code Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Revised Request Add/Del Recommended I Increase Increase
Salaries&Wages $ 828,323 $ 934,899 $ 11011,696 $ 1,142,154 $ (67,833) $ 1,0741321 $ 62,625 6.19%
Overtime $ - $ - $ - $ - $ - $ - $ - -%
Persona/Services $ 828,323 $ 934,899 $ 1,011,696 $1,142,154 $ (67,833) $ 11074,321 $ 62,625 6.19%
Contractual Services $ 155,818 $ 111,523 $ 254,850 $ 284,678 $ 18,200 $ 302,878 $ 48,028 18.85%
Utilities $ 1,107 $ 11760 $ 1,400 $ 1,400 $ - $ 11400 $ - -%
Supplies $ 16,217 $ 36,562 $ 31,525 $ 41,525 $ (10,000) $ 31,525 $ - -%
Small Capital $ 31339 $ 2,339 $ 6,500 $ 6,500 $ - $ 6,500 $ - -%
Expenses $ 176,481 $ 152,185 $ 294,275 $ 334,103 $ 8,200 $ 342,303 $ 48,028 16.32%
Total • 11 Town Manager $ • �� • • • I • • I I •
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*Rentals are comprised of rental receipts from the Waldorf School,Bertucci's Italian Restaurant,LexFarm and Peet's Coffee&Tea sidewalk rentals,cell tower lease
revenue and the sublease of Kline Hall to LexMedia.
Budget Summary - Salary Adjustment (8230)
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
[Tax Levy 1$ 408,732 $ 313,529 $ 826,422 $ 725,300 $ 725,300 $ (101,122) -12.24%
Total1 Salary A• 408,732 $ 313f529 $ 826,42211 11 1 4'I
Program Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Revised Request Add/Del Recommended Increase Increase
Total 8230 Salary Adjustment $ 408,732 $ 313,529 $ 826,422 $ 725,300 $ 725,300 $ (101,122) -12.240%
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
X-10
Program: General Government
8300 Town Committees Town of Lexington, MA
Mission: Town Committees includes the Appropriation Committee, Capital Expenditures Committee,
Public Celebrations Committee and various boards and committees appointed by the Select Board,
Moderator and the Town Manager.
Budget Overview: The Town Committees budget provides funding for a variety of statutory and
advisory committees that are an integral part of the operation of local government in Lexington. The
financial committees - the Appropriation Committee and the Capital Expenditures Committee - provide
detailed financial review and analysis to Town Meeting. The Town Celebrations Committee, appointed
by the Select Board, plans the Town's annual celebrations, including the Martin Luther King Day
celebration, and parades on Veterans' Day, Patriots' Day, and Memorial Day.
Appropriation Ca i aIII Expenditures Town Celebrations
Committee Committee Committee
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a nag r �r FN�N o�N� 4
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(PT)
Authorized/Appropriated Staffing
Limited staff support is provided through the Town Manager's Office and Finance Department, and a
part-time Recording Secretary takes meeting minutes.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
X-11
Program: General Government
8300 Town Committees Town of Lexington, MA
Budget Recommendations:
The FY2024 recommended Town Committees budget is $66,208., which is an decrease of $(3,952) or
(5.63)0/o from FY2023.
Compensation will increase by $135 or 2%, which reflects a cost of living adjustment. Expenses are
funded at $59,173, which is a decrease of $(4,090) or (6.47)0/o. This is a net change which reflects the
biennial Dance Around the World event being in its off-year, offset by a $948 or 2.5% increase in
supplies for the Town Celebrations Committee for increasing costs for Patriots' Day.
Program Improvement Requests:
Request Recommended
Salaries Benefits Benefits
(reflected in Salaries (reflected in
and Shared Total and Shared Not
Description Expenses Expenses) Requested Expenses Expenses) Total Recommended
Human Rights Committee $ 51000 $ - $ 51000 $ - $ - $ - $ 51000
Lexington Council for the Arts $ 101000 $ -Is 10,000 $ -Is -Is - $ 10,000
Budget Summary
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $ 24,890 $ 57,974 $ 70,160 $ 66,208 $ - $ 66,208 $ (3,952) (5.63)%
Total 8300 Town Committees . •. . . . . . I
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Appropriation I Request Add/Del Recommended Increase I Increase
Compensation $ 5,805 $ 6,238 $ 6,897 $ 7,035 $ - $ 7,035 $ 138 2.00 %
263 Expenses $ 19,085 $ 51,735 $ 63, $ 59,173 $ -]$ 59,173 $ (4,090) (6.47)%
Total 8300 Town Committees . •. . . . 66f 208 . . I
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Program Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Total 8310 Financial Committees $ 6,329 $ 6,630 $ 8,397 $ 8,535 $ - $ 81535 138 1.64 %
Total 8320 Misc. Boards& $ 6,005 $ 6,502 $ 10,500 $ 10,500 $ - $ 10,500 $ - -%
Committees
Total 8330 Town Celebrations $ 12,557 $ 44,842 $ 51,263 $ 47,173 $ -Is 47,173 $ (4,090) (7.98)%
Total • 11 Town Committeesr 24f• 1 r 1 •1 •• 208 •• 208 • I
Object Code Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del I Recommended Increase I Increase
Salaries&Wages $ 5,805 $ 6,238 $ 6,897 $ 7,035 $ - $ 7,035 $ 138 2.00 %
Overtime $ - $ - $ - $ - $ - $ - $ - -%
Compensation $ 5,805 $ 6,238 $ 61897 $ 71035 $ - $ 7,035 $ 138 2.00 %
Contractual Services $ 6,183 $ 6,048 $ 10,000 $ 10,000 $ - $ 10,000 $ - -%
Utilities $ - $ - $ - $ - $ - $ - $ - -%
Supplies $ 12,902 $ 45,687 $ 53,263 $ 49,173 $ - $ 49,173 $ (4,090) (7.68)%
Small Capital $ - $ - $ - $ - $ - $ - $ - -%
Expenses $ 191 085 $ 51,735 $ 631 263 $ 591173 $ - $ 59,173 $ (4,090) (6.47)%
Total 8300 Town Committees . •. . . . . . I
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
X-12
Program: General Government
8400 Finance Town of Lexington, MA
Mission: The Finance Department is responsible for: (1) maintaining timely and accurate records on
all financial activities of the Town; (2) administering internal financial controls; (3) facilitating the
evaluation of the Town"s financial condition; (4) ensuring that the delivery of Town services is done in
compliance with Massachusetts General Laws that govern municipal finance; (5) providing timely and
accurate financial information to managers of Town services to facilitate the evaluation of the cost
effectiveness and efficiency of Town programs; (6) providing timely and accurate financial information
to Town boards and committees to facilitate policy deliberation and formulation; and (7) safeguarding
the financial assets of the Town.
Budget Overview: The Finance Department is comprised of the following divisions: the Comptroller's
Office, the Treasurer/Collector's Office and the Assessing Office.
• The Comptroller's Office is responsible for maintaining the Town's general ledger (accounting),
accounts payable, payroll and centralized purchasing. The Comptroller's budget is also inclusive
of funding for the Assistant Town Manager for Finance, who oversees all financial operations of
the Town, and the Budget Officer who in concert with the Assistant Town Manager for Finance
and the Town Manager, develops and monitors the annual capital and operating budgets.
• The Treasu rer/Col lector's Office has three primary responsibilities: the collection and deposit of
all Town taxes, fees and charges including property taxes, motor vehicle excise, utility billing
and other local receipts (permit and license fees, fines, etc.); the management and investment
of all revenues collected; and the issuance and servicing of debt.
• The Assessor's Office's primary function is the development of assessed values of real and
personal property.
Staff also support various boards and committees including the Appropriation Committee, Capital
Expenditures Committee, Retirement Board, Water and Sewer Abatement Board and other ad-hoc
committees as assigned.
Departmental Initiatives:
1. In Spring of 2023 we expect to complete a full upgrade from the existing desktop client version
of Munis (v11.3 sunsets in Fall of 2023) to the modern cloud-based version (v.2021).
2. Implement additional functionality in Munis ESS, including supporting the HR department with
automated benefits enrollment and Employee Action Forms to and move the department closer
to paperless processing.
3. Support the Town Manager in accounting and reporting of American Rescue Plan Act (ARPA)
funds. The Town of Lexington has been granted $9.9 million to be used for pandemic relief and
economic recovery that will be available for spending until 12/31/2026.
4. Implement electronic Accounts Payable as requested by vendors to decrease the overall number
of printed and mailed checks, and further utilize TCM and miscellaneous receivables for
supplemental tax billing, PILOTS and TDM payments.
5. Finance is recommending implementing a new Munis module for online payments and electronic
cashiering. This initiative will improve the online payment experience for residents and allow for
electronic payments at the counter for the Treasurer and Town Clerk.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
X-13
Program: General Government
8400 Finance Town of Lexington, MA
----------------- ---------
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omp tiro ller II
Director of Treasurer/ Town Budget Officer Pr ocu r e m e nt Administrative Retirement
Assessing CoUlector Accountant Officer Assistant Ad min!strator
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Inspectors
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...............
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FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
X-14
Program: General Government
8400 Finance Town of Lexington, MA
Authorized/Appropriated Staffing
FY2021 FY2022 FY2023 FY2024
Element 8410: Comptroller Budget Budget Budget Request
Asst. Town Manager for Finance/Comptroller 1 1 1 1
Town Accountant 1 1 1 1
Staff Accountant 1 1 1 1
Procurement Officer 0.91 0.91 0.91 0.91
Financial Clerk 1 1 1 1
Payroll Manager* — 1 1 1
Budget Officer 1 1 1 1
Administrative Assistant 0.40 0.40 0.40 0.40
Subtotal FTE 6.31 7.31 7.31 7.31
Subtotal FT/PT 5 FT/2 PT I 6 FT/2 PT 6 FT/2 PT 6 FT/2 PT
Element 8420: Treasurer/Collector
Treasurer/Col lector 1 1 1 1
Assistant Tax Collector 1 1 1 1
Treasury Assistant 1 1 1 1
Account Clerk 1 1 1 1
Municipal Clerk 0.46 0.46 0.46 0.46
Subtotal FTE 4.46 4.46 4.46 4.46
Subtotal FT/PT 4 FT/1 PT I 4 FT/1 PT I 4 FT/1 PT I 4 FT/1 PT
Element 8430: Assessor
Director of Assessing 1 1 1 1
Assistant Director of Assessing** 1 1 1 1
Residential Analyst/Inspector 2 2 2 2
Office Manager 1 1 1 1
Municipal Clerk 1 1 1 1
Subtotal FTE 6.0 6.0 6.0 6.0
Subtotal FT/PT 6 FT/0 PT I 6 FT/0 PT I 6 FT/0 PT I 6 FT/0 PT
Total FT/PT 15FT/3 PT 16FT/3 PT 16FT/3 PT 16FT/3 PT
*In FY2022,a payroll manager was added via a a program improvement.
**In FY2023,title change from Residential Field Manager to Assistant Director of Assessing.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
X-15
Program: General Government
8400 Finance Town of Lexington, MA
Budget Recommendations:
The FY2024 recommended Finance Department budget is $2,115,172, which represents a $57,021, or
2.77% increase from the FY2023 budget.
The operating budget for Compensation is $1,623,147, and reflects an increase of $73,831 or 4.77%,
which captures contractually obligated step increases and contractual cost of living adjustments
effective for FY2024. Compensation does not include any estimate of prospective cost of living
increases for contracts expiring on or before June 30, 2023. Funds for prospective increases are
captured in the Salary Adjustment account within the Town Manager's budget.
The recommended budget for Expenses is $492,,025, and reflects a decrease of $(16,810) or (3.30)%,
primarily due to a decrease in professional services for the Comptroller and Assessor.
Program Improvement Request:
Request Recommended
Salaries Benefits Salaries Benefits
and (reflected in Total and (reflected in Not
Shared Shared
Description Expenses Expenses) Requested Expenses Expenses) Total Recommended
Tyler ERP/Cashiering Module $ 133,408 $ — $ 133,408 $ — $ — $ — $ 133,408
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
X-16
Program: General Government
8400 Finance Town of Lexington, MA
Budget Summary
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $11555,492 I$1/734/265 $ 1,847,725 $1,908,951 $ (10,000) $ 1,898,951 $ 51,226 2.77%
Enterprise Funds(Indirects) $ 166,750 $ 149,914 $ 178,426 1$ 181,221 $ - $ 18 1,221 $ 2,795 1.57%
Fees&Charges
Charges for Services $ 42,645 $ 35,609 1$ 32,000 $ 35,000 $ -Is 35,000 $ 3,OOOF 9.38%
• • 8400 Financerr • •• $ • • •• $ / • rr $ 1 /1 1 $ $ 57f021 I I
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual I Actual Appropriation Request I Add/Del I Recommended Increase Increase
Compensation $1,393,047 $1,487,307 $ 1,549,316 $1,623,147 $ - $ 1,623,147 $ 73,831 4.77%
Expenses $ 371,841 $ 432,482 $ 508,835 $ 502,025 $ (10,000) $ 492,025 $ (16,810) -3.30%
• • 841/ Finance $ 64 •• r •• r / • r r 1 //1 r r 57f021 I
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Program Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Total 8410 Comptroller $ 630f442 $ 708,641 $ 807,386 $ 816,491 $ (10,000) $ 806,491 $ (895) -0.11%
Total 8420 Treasurer/Collector $ 433,903 $ 452,707 $ 465,201 $ 488,904 $ - $ 488,904 $ 23,703 5.10%
Total 8430 Assessing $ 700,543 $ 758,440 $ 785,564 $ 819,777 $ - $ 819,777 $ 34,213
• • 8400 Finance $ • •• $ • • •• $ / • $ $ 1 //1 $ $ 57f021 I I
Object Code Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Salaries&Wages $1,393,252 $1,487,307 $ 1,549,316 $1,623,147 $ - $ 1,623,147 $ 73,831 4.77%
Overtime $ 205 $ - $ - $ - $ - $ - $ - -%
Persona/Services $1,393,047 $1,487,307 $ 1,549,316 $1,623,147 $ - $ 11623,147 $ 731831 4.77%
Contractual Services $ 349,997 $ 396,651 $ 463,745 $ 452,265 $ (10,000) $ 442,265 $ (21,480) -4.63%
Utilities $ (1,980) $ 498 $ 2,750 $ 2,910 $ - $ 2,910 $ 160 5.82%
Supplies $ 23,823 $ 35,333 $ 42,340 $ 46,850 $ - $ 46,850 $ 4,510 10.65%
Small Capital $ - $ - $ - $ - $ - $ - $ - -%
Expenses $ 371,841 $ 432,482 $ 5081835 $ 5021 025 $ (101 000) $ 4921025 $(16,810) -3.30%
Total 8400 Financer • •• r •• r 1 • r r 1 1/1 r r 57f021 I
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
X-17
Program: General Government
8500 Town Clerk Town of Lexington, MA
Mission: The Office of the Town Clerk is the primary repository of official documents for the Town,
and the custodian of and recording office for official Town and vital records. Responsibilities include
issuing marriage licenses, recording vital statistics, issuing dog licenses, registering businesses, fulfilling
public records requests, and conducting the annual Town Census. The Town Clerk's Office conducts
elections in conformance with State and local laws, and with the Board of Registrars, processes voter
registrations and certifications. The Town Clerk reports to the Deputy Town Manager.
Budget Overview: The four elements comprising the Office of the Town Clerk include Town Clerk
Administration, Registration, Elections, and Archives & Records Management.
Town Clerk Administration: The Town Clerk acts as the Town's recording officer, registrar of vital
statistics, and chief election official. The Town Clerk is the official record-keeper of Town Meeting,
certifies bylaws, Town Meeting appropriations, filings with the Department of Revenue, signs notes for
borrowing, and certifies official documents. The Town Clerk also registers all vital events within
Lexington, recording births, marriages and deaths in accordance with State law. The Town Clerk is
keeper of the seal, administers the oath of office to elected and appointed members of boards and
committees, maintains records of adopted municipal codes, regulations, bylaws, oaths of office,
resignations, appointments, and submits general bylaws and zoning bylaws to the Attorney General for
approval. The Town Clerk's Office issues licenses and permits and serves as a central information point
for residents.
Board of Registrars: Registrars, appointed by the Select Board, are responsible for promoting voter
registration, overseeing voter records and ruling on voter eligibility. Stipends for the Board of
Registrars remain level-funded. Annual voter confirmations are conducted in accordance with State
statute. The Annual Town Census and the publishing of the List of Residents is funded in this element.
Election Management: This element includes administration and oversight of local, state and federal
elections in accordance with election laws, most recently including Early Voting by mail for all local,
State and Federal elections, pre-registration of 16 and 17 year-olds, and automatic voter registration.
Staff provide information for candidate certifications, referenda, initiative petitions, campaign finance
laws, election procedures, ballot initiatives and voter information. Over 110 Election Workers staff
Lexington's polling locations, and site preparations are coordinated with Public Works, Public Facilities,
Police and Lexington Public Schools.
Records Management: This element addresses inventory and retention of historic and current
records and documents, including proper maintenance and storage, preservation, management of
electronic documents, and public access to public records and information. A part-time Archivist/
Records Manager is responsible for this work and oversees the conservation and preservation of
Lexington's historic documents.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
X-18
Program: General Government
8500 Town Clerk Town of Lexington, MA
Departmental Initiatives:
1. Ongoing administration of town/state/federal elections in conformance with statutory
requirements to provide legal and accessible elections to Lexington voters. Emphasis on
management of the new vote-by-mail and State election procedural changes.
2. Further development of Archives & Records Management Program, including the management
of the Town's electronic documents and historical data, especially with regards to public records
requests.
3. Expanded use of Laserfiche Document Imaging System for records retention, electronic access,
and archives/records portal. Further develop automatic uploads for Work with Select Board
Office to integrate the new Board/Committee database.
4. Act as the liaison to the State Ethics Commission to learn and implement the new online
learning management system (LMS) across the Town.
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Authorized/Appropriated Staffing
FY2021 FY2022 FY2023 FY2024
Budget Budget Budget Request
Town Clerk 1 1 1 1
Assistant Town Clerk 1 1 1 1
Administrative Assistant 1 1 1 1
Municipal Assistant 1.23 1.23 1.23 1.23
Archivist/Records Manager 0.46 0.46 0.46 0.46
Total
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
X-19
Program: General Government
8500 Town Clerk Town of Lexington, MA
Budget Recommendations:
The FY2024 recommended Town Clerk budget is $597,360 which is a $(29,937) or (4.77)% decrease
from the FY2023 budget. This decrease is due to the reduction in number of elections in this fiscal
time period. The Annual Town Election will be held as a dual election in conjunction with the
Presidential Primary (March 2024).
The budget for Compensation is $487,985 and reflects a $17,738 or 3.77% increase in FY2024. The
increase in FY2024 compensation is inclusive of contractually obligated step increases and an increased
need for poll workers to manage vote-by-mail and the dual election. Compensation does not include
any estimate of prospective cost of living increases for contracts expiring on or before June 30, 2023.
Funds for prospective increases are captured in the Salary Adjustment account within the Town
Manager's budget.
The budget for Expenses is $109,375, which is an decrease of $(47,675) or (30.36)%, and reflects
anticipated expenses for FY2024.
Program Improvement Requests:
Request Recommended
Salaries Benefits Salaries Benefits
and (reflected in Total and (reflected in Not
Shared Shared
Description Expenses Expenses) Requested Expenses Expenses) Total Recommended
Arch ivist/Records Officer $ 20,494 $ 18,029 $ 38,523 $ — $ — $ — $ 38,523
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
X-20
Program: General Government
8500 Town Clerk Town ofLexington, MA
Budget Summary
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $ 439,361 1$ 422,505 1$ 546,397 1$ 516,460 1$ -is 516,460 1$ (29,937) -5.48%
Directed Funding
Departmental Fees $ 36,943 $ 30,725 $ 35,900 $ 35,900 $ - $ 35,900 $ - -%
Licenses and Permits $ 46,366 1$ 51,460 1$ 45,000 $ 45,000 1$ - $ 45,000 1$ - -%
Total 8500 Town Clerk $ • / $ / ••1 $ • • rr • •/ $ $ • •1 $ (29f937)
I ,
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $ 427,766 $ 396,034 $ 470 f247 $ 487,985 $ - $ 487,985 $ 17,738 3.77%
Expenses $ 94,904 $ 108,656 $ 157,050 $ 109,375 $ - $ 109,375 $ (47,675) -30.36%
Total 8500 Town Clerk $ • 1 rr / ••1 rr • • $ • •1 $ $ • •1 $ (29f937)
'
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Program Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Total 8510 Town Clerk Admin. $ 339,142 $ 348,536 $ 347,595 $ 363,251 $ - $ 363,251 $ 15,656 4.50%
Total 8520 Board of Registrars $ 16,906 $ 20,548 $ 19,825 $ 19,825 $ - $ 19,825 $ - -%
Total 8530 Elections $ 121,755 $ 92,653 $ 204,875 $ 157,200 $ - $ 1571200 $ (47,675) -23.27%
Total 8540 Records Management $ 44,867 $ 42,952 $ 55,002 $ 57,084 $ - $ 57,084 $ 2,082 3.79%
Total 8500 Town Clerkrr • / rr / ••1 rr • • $ • •/ rr rr • •1 rr (29f937)
I '
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Object Code Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Salaries&Wages $ 406,539 $ 387,141 $ 457,622 $ 475,360 $ - $ 475,360 $ 17,738 3.88%
Overtime $ 21,226 $ 8,893 $ 12,625 $ 12,625 $ - $ 12,625 $ - -%
Personal Services $ 427,766 $ 396,034 $ 470,247 $ 487,985 $ - $ 487,985 $ 17,738 3.77%
Contractual Services $ 90,195 $ 93,958 $ 113,600 $ 96,425 $ - $ 96,425 $ (17,175) -15.12%
Utilities $ 2,400 $ 2,460 $ 2,000 $ 2,000 $ - $ 2,000 $ - -%
Supplies $ 2,309 $ 12,238 $ 10,850 $ 10,850 $ - $ 10,850 $ - -%
Small Capital $ - $ - $ 30,600 $ 100 $ - $ 100 $ 30,500 -99.67%
Expenses $ 94,904 $ 108,656 $ 157,050 $ 109,375 $ - $ 109,375 $ (47,675) -30.36%
Total 8500 Town Clerk $ • / $ / ••1 $ • • rr • •/ $ $ • •1 $ (29f937)
I ,
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
X-21
Program: General Government
8600 Innovation & Technology Town of Lexington, MA
Mission: The Department of Innovation and Technology (IT) provides acustomer-centric approach to
the delivery of innovative technology solutions to meet the needs of the Town Departments and to
strengthen the services provided to our residents while ensuring the highest level of security to the
Town Network.
Budget Overview: The Department of Innovation and Technology supports, maintains and manages
townwide business-related technology. The department supports townwide core services including the
financial system (MUNIS), time keeping (NovaTime), document management (Laserfiche), facilities
maintenance and management technology, domain management, emergency management web sites
and services, and VoIP telephone systems. IT maintains the infrastructure and security of the network
core and co-manages the townwide area network for Municipal and School departments. The
Department manages all Municipal technology purchases and performs the installations and
maintenance of Municipal IT equipment and services. IT collaborates with Town departments to select,
design and implement technologies. Some Municipal systems supported by the Department include the
public safety system (ProPhoenix),, Assessors database (VISION), Town permitting and inspections
system (Citizen Services), GIS systems (ESRI), work and asset management systems (PeopleGIS,
SchoolDude, Freshservice), Town website and social communication systems, Municipal Systems and
Infrastructure (VMWare, Microsoft applications, antivirus/cybersecurity software, archiving applications,
backup systems, IT management systems, cloud storage), and many other applications. IT staff also
provide support and training for end-users.
Departmental Initiatives:
1. Continue to invest in the Town's IT infrastructure and security posture
a. Implement recommendations from the network assessment
b. Implement recommendations from the cybersecurity assessment
c. Investigate additional cybersecurity measures and services
d. Provide cybersecurity training to all staff
2. Maximize the value of current systems
a. Laserfiche
b. Viewpoint Cloud
c. MUNIS
d. VISION
e. BlueBeam
f. ProPhoenix
3. Increase Customer Service Quality
a. Emphasis on acustomer-centric approach to working with the departments and staff
4. Focus on future visioning for IT
a. Mobile work initiatives
b. Hyrbid work/meeting spaces
a. Disaster Recovery (DR) planning and expansion of capabilities
b. Network redundancy planning and implementation
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
X-22
Program: General Government
8600 Innovation & Tech nology Town of Lexington, MA
Inn ova on &.
Te,chnoioligy Di re
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FY2021 FY2022 FY2023 FY2024
Budget Budget Budget Request
Innovation &Technology Director 1 1 1 1
Information Technology Director 1 1 1 1
Administrative Assistant* 0.43 0.43 0.54 0.54
Business Analyst/Project Manager 2 2 2 2
Network Administrator 1 1 1 1
GIS/Database Administrator 1 1 1 1
Support Technician 1 1 1 1
Applications &Systems Administrator 1 1 1 1
Webmaster** 2 1 1
Part-time Intern 0.25 0.25 0.25 0.25
Tota I FTE 10.68 9.68 9.79 8.79
Tota I FT/PT 10 FT/2 PT 10 FT/2 PT 9 FT/2 PT 8 FT/2 PT
*In FY2023,a program improvement increased the hours for the Municipal Assistant from 15 to 19 per week.Title
was also changed from Municipal to Administrative Assistant.
**In FY2022,a webmaster was reassigned to Cary Library at Fall 2021 Special Town Meeting,and in FY2023,a
webmaster was reassigned to the Town Manager's Office at Fall 2022 Special Town Meeting.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
x-23
Program: General Government
8600 Innovation & Technology Town of Lexington, MA
Budget Recommendations:
The FY2024 recommended Innovation &Technology budget is $2,918,565, which is a $251,056 or
9.41% increase from the FY2023 budget.
The recommended budget for Compensation is $808,139, and reflects a $(3,925) or (0-48)% decrease,
due to transferring the Webmaster position to the Town Manager's Office, offset by contractually
obligated step increases and cost of living adjustments. Compensation does not include any estimate of
prospective cost of living increases for contracts expiring on or before June 30, 2023. Funds for
prospective increases are captured in the Salary Adjustment account within the Town Manager's
budget.
The recommended budget for Expenses is $2,110,426 and reflects a $254,981 or 13.74% increase,
which incorporates the following adjustments:
• Decrease in Contracted Services ($10,600) due to fewer projects requiring contracted services
during FY2024.
• Increase in Communications and Network Support ($100,000) to cover the increase in the
Firewall support contract, increases in Network Core and Edge Switches contracts, and new
additions of Fiber Municipal Area Network Capital contracts for maintenance and repair
contingency.
• Increase in Utilities ($54.,000), which is attributed to the large increase in fiber conversions, and
the two 911 fiber costs that IT is absorbing as part of the new Police Station Project.
• Increase in Mobile Devices ($12,400) to cover the growing demand for cell-enabled devices
such as Tablets, Laptops and hot spots.
• Increase in PC Hardware ($10,000) due to inflation and demand for new and replacement
computers and tablets.
• Increase in LAN Peripherals ($18,000) to cover inflation costs that is currently hitting Network
Switches, and added replacement cost for small-sized UPS's that are located in some network
rooms.
• Increase in PC Peripherals ($15,000) to cover the cost of accessories, such as webcams,
printers and monitors, etc, many of which are increasing in cost as a result of inflation.
• Increase in Townwide Software Support ($30,205) to cover the cost of additional applications
such as Two-Factor authentication (security) and the MUNIS Recruiting module, and a 5%
annual increase in costs associated with some enterprise applications.
• Decrease in Municipal Software Support ($7,834) as a result of eliminating some Department
applications, offset by purchasing a new email encryption application.
• Increase in IT Software Support ($29,400) for the cost of adding a new security application.
• Decrease in various other items ($16,390) relating to office equipment, memberships, and
professional development to reflect the transition of the Webmaster position to the Town
Manager's Office and actual expenses.
Program Improvement Requests:
None requested.
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
X-24
Program: General Government
8600 Innovation & TechnologyTown ofLexin ton MA
Lexington,
Budget Summary
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase
Tax Levy $2,109,853 1$2,543,685 $ 2,544,054 $2,785,868 $ - $ 2,785,868 $241,814 9.51%
1
Enterprise Funds(Indirects) $ 119,524 $ 89,039 $ 123, 132,697 $ 9,242 1 7.49%455 $ 132,697 $ - $
Total 8600Innovationr r • r 2,667,509 r • r r • • r 1 • 9.41%
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Appropriation Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Compensation $ 836,010 $ 830,098 $ 812,064 $ 808,139 $ - $ 808,139 $ (3,925) -0.48%
Expenses $1,393,367 $1,802,626 $ 1,855,445 $2,110,426 $ - $ 2,110,426 $254,981 13.74%
Total8600 Innovationr r • r •• 1 r • r r 2f9181565 r 1 • 9.41%
FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Program Summary Actual Actual Appropriation Request Add/Del Recommended Increase Increase
F8610 IT Administration $2,229,377 1$2,632,724 $ 2,667,509 $2,918,565 $ - $ 2,918,565 $251,056 9.41%
Total8600 Innovationr r • r •• 1 r • r r 2f9181565 r 1 • 9.41%
Object Code Summary FY2021 FY2022 FY2023 FY2024 Manager's FY2024 Dollar Percent
Actual Actual Appropriation Request Add/Del Recommended Increase Increase
Salaries&Wages $ 831,717 $ 822,858 $ 807,588 $ 803,605 $ - $ 803,605 $ (3,983) -0.49%
Overtime $ 4,293 $ 7,240 $ 41476 $ 4,534 $ - $ 4534 $ 58 1.30%
Personal Services $ 836,010 $ 830,098 $ 812,064 $ 808,139 $ - $ 808,139 $ (31 925) -0.48%
Contractual Services $1,179,015 $1,482,784 $ 1,547,235 $1,700,706 $ - $ 1,700,706 $153,471 9.92%
Utilities $ 95,684 $ 77,483 $ 127,500 $ 193,900 $ - $ 193,900 $ 66,400 52.08%
Supplies $ 7,560 $ 18,222 $ 16,710 $ 14,820 $ - $ 14,820 $ (1,890) -11.31%
Small Capital $ 111,108 $ 224,138 $ 164,000 $ 201,000 $ - $ 201,000 $ 37,000 22.56%
Expenses $1,393,367 $1,802,626 $ 1,855,445 $2,110,426 $ - $ 2,110,426 $254,981 13.74%
Total 8600 r r • r 2,667,509 r • r r 2f918f565 r 1 • 9.41%
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
X-25
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Section XI: Capital Investment
FY2024 Capital Improvement Budget & Financing Plan
INTRODUCTION
A crucial aspect of the Town's operations, from providing services to its residents and businesses to
equipping employees to effectively perform their jobs, requires the existence of certain basic physical
assets. These assets include streets, water mains, parks, buildings, large equipment and technology.
They must be purchased, maintained and replaced on a timely basis or their usefulness in providing
public services will diminish. The Town's five-year Capital Improvements Program and annual Capital
Budget are developed to ensure adequate capital investment in the Town's assets.
Definition of Capital Projects
A capital project is defined as a major, non-recurring expenditure that generally meets the following
criteria:
• Massachusetts General Law permits the Town to issue bonds to finance the expenditure;
• The expenditure is $25,000 or more;
• The expenditure will have a useful life of 10 years or more for buildings or building components
and 5 years for vehicles and equipment; and
• Planning, engineering, or design services may be considered capital when such services are
integral to a construction, renewal or replacement project that meets the criteria for a capital
expenditure.
CAPITAL POLICY FRAMEWORK
The FY2024 Capital Budget was developed within the capital policy framework initially adopted by the
Select Board in 1991, and subsequently amended in 2006 and 2009 to ensure adequate planning and
funding for capital investment, particularly cash capital projects within the General Fund. This capital
investment strategy includes the following major elements:
• Multi-year planning for capital investment;
• Debt exclusions for major capital projects; and
• Ensuring sufficient operating budget resources for maintaining capital assets.
FIVE-YEAR CAPITAL PROGRAM
Five-year capital improvement planning has been part of Lexington's budget development process for
many years. Multi-year planning allows proper staging and sequencing of capital projects to smooth
financing plans and to make funding needs more predictable. Capital investment requirements can
vary, involving unique large projects such as a fire vehicle or a school building. Other capital
investment needs are recurring such as the annual program to resurface roadways.
The five-year Capital Improvement Program includes all anticipated capital projects identified by school
and municipal departments over the next five years.
In 2021, the Department of Public Facilities completed a full review of the Town's buildings and
systems and developed a 20-year plan for replacing and maintaining building assets. The existing
conditions of Town and School buildings were presented at joint Summit meetings in the Spring of
2022, and Town staff and policy makers are continuing discussions on long-term planning and
priorities. The FY2024 budget, and five-year capital plan includes preliminary steps to address priorities
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
XI-1
in this long term plan. In addition to full building construction or renovation, some of the Department's
ongoing capital programs have been re-aligned to allow the Facilities Department to better manage
capital needs as they arise:
• Mechanical/Electrical/Plumbing has been combined into one capital program, and this
appropriation will cover school and/or municipal buildings as needed based on priorities
identified in the plan.
• Public Facilities Interior Finishes includes mill work, ceiling work, tile work, countertop
replacement and bathroom finish renovations will be utilized for school and/or municipal
buildings as needed based on the priority of the plan.
• School Parking Lot Paving and Sidewalks will continue to be managed by Public Facilities.
Paving and Sidewalks for other municipal buildings fall under Public Works.
• Separate programs remain for School Building Envelope and Municipal Building
Envelope. The building envelope programs include extraordinary repairs and modifications to
buildings and systems such as siding, caulking, masonry, weather proofing materials, windows,
doors, roofs and painting of wood exteriors.
The Town also continues to plan for a large-scale reconstruction or renovation of Lexington High
School in the next 3-5 years. Special Town Meeting 2022-2 appropriated $1,825,000 for a Feasibility
Phase of this project. There is no FY2024 appropriation for the High School, but future appropriations
are expected in fiscal years 2025-2027 as reflected in Table IX: Deferred Capital and FY2025-2028
Capital Requests.
The following are potential funding sources for financing the Town's capital investments:
• Cash Financing - The Town regularly appropriates available funds (i.e., cash financing) from the
general and enterprise funds to finance certain capital investment projects. Examples of available
funds are unreserved fund balance (Free Cash), tax levy, enterprise fund retained earnings,
specialized stabilization funds, premiums received when issuing bond anticipation notes, and,
when available, unexpended balances of prior years' capital articles.
• Debt - The Town has traditionally financed large dollar value capital projects with debt.
Depending upon the project, the debt service resulting from debt-funded capital projects can be
financed from a variety of sources including the General Fund (either within the Levy Limit or
from a voter approved Proposition 21/2 debt exclusion), Enterprise and Revolving Funds or the
Community Preservation Fund (see discussion of the CPA below).
In 2019, the Town's management, Select Board and finance committees reviewed the Town's
finance policies and have since implemented new strategies for funding the Town's capital plan.
This includes increasing cash financing of projects, particularly the items that are part of a
continuing capital program, and reducing the Town's overall reliance on debt financing. These
efforts have greatly reduced interest costs and the amount of within-levy debt service.
• Other Sources - The Town uses dedicated state aid and grant funding to finance capital
investment when these funds are available.
• Community Preservation Act (CPA) Funds - Beginning in FY2007, following voter approval,
the Town began to assess a Community Preservation Surcharge of 3% of the property tax levied
against all taxable real property. For owners of residential property, the assessed value used to
calculate the surcharge is net of a $100,000 residential exemption. Community Preservation
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-2
funds can be used for those purposes defined by the Community Preservation Act, MGL Ch. 44B.
Such purposes include the acquisition and preservation of open space, the creation and support
of community (affordable) housing, the acquisition and preservation of historic resources, and the
creation and support of recreational facilities.
Beginning in FY2008, the Town began to receive State matching funds to supplement the local
surcharge. Over time, as additional communities in the Commonwealth adopted the CPA
surcharge, the annual percentage of state matching funds gradually decreased. In 2019, the
state enacted new legislation to increase funding to the Community Preservation budget, and
Lexington's annual match increased significantly. In FY2021 Lexington received a State match of
$1.5 million, or 29.7% of its surcharge revenue. The State match further increased to at total of
40.9%, or $2.2 million in FY2022. As new communities continue adopt the the CPA surcharge
available state matching funds will be spread thinner, and matching funds for Lexington may
again decrease. The FY2023 initial match was 31.5%, but was recently supplemented with state
surplus funds for a total of $2.32 million or 39.96%. Receipts for FY2024 from the surcharge and
state matching funds are preliminarily estimated at $8.1 million, reflecting an estimated match of
$1.8 million, or 30%.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-3
FY2024 CAPITAL FINANCING STRATEGY
The proposed financing plan for the recommended FY2024 capital budget is shown in the table below.
Other
Free Cash/ Funding
Tax Levy Sources Debt Total Other**
General Fund $ 14,878,348 $ $ 7,3091159 $ 22,187,507 $
Excluded Debt Projects $ $ $ $ $
Other Funding & Chapter 90 $ $ 199,685 $ $ 199,685 $ 990,428
Water Enterprise $ $ 11375,000 $ 2,909,580 $ 4,284,580 $
Sewer Enterprise $ $ 11115,404 $ $ 11115,404 $
Recreation Enterprise $ $ 309,000 $ $ 309,000 $
Community Preservation Act* $ $ 11,984,010 $ 2,000,000 $ 13,984,010 $
ME M,i 1 11 i 1 1
1
*Includes both Town and non-Town CPA funded projects.
**Other represents Chapter 90 Aid for street improvements. This item does not require a Town Meeting appropriation.
The following table, FY2024 Recommended Capital Budget, lists all FY2024 projects recommended by
the Town Manager for consideration and their estimated costs by program area and funding source.
The Capital Expenditures Committee and Appropriation Committee have also been evaluating these
requests and will issue reports and recommendations to Town Meeting.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-4
FY2024 Recommended Capital Budget
Conservation Willard's Woods Site Improvements $ 11211,675 CPA 10
Conservation Whipple Hill Trail Repair, Fire Access $ 300,000 CPA 10
Planning TMOD Implementation-Permitting and Progress Tracking $ 42,000 TMOD Stabilization Fund 12
Fund/ 12
Planning/Engineering Transportation Mitigation $ 87,685 TNC Spec. Revenue
Traffic Mitigation
Total Land Use, Health and Development $ 11641,360
Fire All Terrain Vehicle(ATV)-Forestry Is 65,000 1 Free Cash 12
Total Public Safety $ 65,000
Recreation&Comm. Pgms. Pine Meadows Improvements $ 150,000 Recreation RE 11
Recreation&Comm. Pgms. Pine Meadows Equipment $ 124,000 Recreation RE 11
Recreation&Comm. Pgms. Park and Playground Improvements $ 155,000 CPA 10
Recreation&Comm. Pgms. Park Improvements-Athletic Fields $ 285,000 CPA 10
Recreation&Comm. Pgms. Pine Meadows Clubhouse Renovation- Design $ 120,000 Free Cash 16
Recreation&Comm. Pgms. Lincoln Park Field Improvements $ 31391,500 CPA/Free Cash 10
Recreation&Comm. Pgms. Pool Water Chemistry Automated Controllers is 35,000 1 Recreation RE 11
Total Culture and Recreation $ 4,260,500
Public Facilities Public Facilities Bid Documents $ 125,000 Free Cash 16
Public Facilities Public Facilities Interior Finishes $ 4071200 Free Cash 16
Public Facilities School Paving and Sidewalks $ 265,000 Free Cash 16
Public Facilities Public Facilities Mechanical/Electrical/Plumbing Replacements $ 849,200 Free Cash 16
Public Facilities Municipal Building Envelopes and Associated Systems $ 225,029 Tax Levy 16
Public Facilities School Building Envelopes and Associated Systems $ 11457,684 Free Cash 16
Public Facilities 173 Bedford Street Renovation- Design $ 100,000 Free Cash 16
Public Facilities Solar Canopy&System-New Police Station $ 31400,000 GF Debt 16
Public Facilities East Lexington Fire Station-Feasibility Study $ 50,000 Free Cash 16
Public Facilities Stone Building Renovation and Addition $ 400,000 CPA 10
Total Public Facilities Department $ 7,279,113
Public Works Townwide Culvert Replacement $ 390,000 Free Cash 12
Public Works Equipment Replacement $ 11755,000 Water-Sewer RE/Free Cash 12
Public Works Sidewalk Improvements $ 800,000 Free Cash/GF Debt 12
Public Works Storm Drainage Improvements and NPDES Compliance $ 570,000 Free Cash 12
Public Works Comprehensive Watershed Stormwater Management $ 390,000 Free Cash 12
Public Works Street Improvements $ 21688,312 Tax Levy 12
Public Works Pump Station Upgrades $ 75,000 Wastewater RE 14
Public Works Sanitary Sewer System Investigation and Improvements $ 1,040,404 Wastewater RE/User Charges 14
Public Works Hydrant Replacement Program $ 150,000 Water RE/Free Cash 12
Public Works Municipal Parking Lot Improvements $ 575,000 Free Cash 12
Public Works New Sidewalk Installations $ 11620,000 GF Debt 12
Public Works Bedford St. and Hartwell Ave. Long-Range Transportation $ 11750,000 GF Debt 12
Improvements
Public Works Public Grounds Irrigation Improvements $ 200,000 CPA, Free Cash 10
Public Works Lead and Copper Program $ 4,209,580 Water RE/User Charges/ 13
WaterDebt
Total Public Works Department $ 16,213,296
Lexington Public Schools I LPS Technology Program $ 11465,488 Free Cash 15
Total Lexington Public Schools $ 11465,488
Innovation&Technology Network Core Equipment Replacement $ 980,000 Free Cash 12
Innovation&Technology Network Redundancy&Improvement Plan $ 988,094 Free Cash 12
Innovation&Technology Scanning-Electronic Document Management $ 110,000 Free Cash 12
Town Clerk i Archives&Records Management $ 35,000 CPA 10
Total General Government $ 21113,094
Citizen Article East Village Clock Restoration $ 91600 CPA 10
Citizen Article First Parish Clock Restoration $ 12,000 CPA 10
Munroe Center for the Arts Munroe Center for the Arts Building Renovation $ 6,635,191 CPA/CPA Debt j 10
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-5
Citizen Article Hancock-Clarke Barn Restoration $ 118,419 CPA 10
Affordable Housing Trust
Study Committee Affordable Housing Trust pre-funding $ 11500,000 CPA 10
LexHAB LexHAB Property Acquisition $ 400,000 CPA 10
LexHAB LexHAB Rehabilitation/Preservation and Installation $ 345,125 CPA 10
Citizen Article Transforming Trees Into Art $ 221000 CPA 10
Total Non-Governmental Projects $ 91042,335
CAPITAL PLAN BY FINANCING SOURCE
The following pages include tables that show the recommended FY2024 capital projects by
financing source: General Fund debt; Water Fund debt; Wastewater Fund debt; Recreation and
Community Programs Fund debt; Proposition 21/2 excluded debt; Community Preservation Fund
debt; Compost Revolving Fund debt; and cash capital (i.e., current revenue).
Each debt-related table includes the projected debt service impact of recommended projects, actual
debt service on debt authorized and issued, and projected debt service on debt authorized and
unissued. Finally, each table is accompanied by a written description of each recommended
project.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-6
FY2024 RECOMMENDED PROJECTS - GENERAL FUND DEBT (Table I)
TABLE I: FY2024 RECOMMENDED PROJECTS- GENERAL FUND DEBT
Amount Interest PROJECTED DEBT SERVICE
Financed Term Rate FY2023 FY2024 FY2025 FY2026 FY2027 FY2028
MUNICIPAL PROJECTS
1 Sidewalk Improvements($800,000) $ 539,159 10 5% $ 16,175 $ 78,178 $ 75,752 $ 73,326 $ 70,899
2 New Sidewalk Installations $ 1,620,000 10 5% $ 48,600 $ 234,900 $ 227,610 $ 220 f320 $ 213,030
($1,620,000)
Bedford St.and Hartwell Ave.Long-
Range Transportation Improvements
3 ($1,750,000) $ 1,750,000 5 5% $ 52,500 $ 428,750 $ 413,000 $ 397,250 $ 381,500
Subtotal $ 31909,159 $ 117,275 $ 741,828 $ 716,362 $ 690,896 $ 665,429
FACILITIES PROJECTS
Within-Levy Projects
1 Solar Canopy&System-New Police o
Station $ 3,400,000 10 5% $ - $ 493,000 $ 477,700 $ 462,400 $ 447,100
Subtotal $ 3,400,000 $ - $ 493,000 $ 477,700 $ 462,400 $ 447,100
TOTAL PROJECT COSTS $7,3091159 $ 117,275 $ 1,234,828 $1,194,062 $1,1531296 $1,112,529
AUTHORIZED LEVY SUPPORTED DEBT SERVICE FY2023 FY2024 FY2025 FY2026 FY2027 FY2028
A Approved and Issued $ 51472,708 $ 41142,558 $ 2,972,282 $ 2,432,262 2,103,430
B Projected Approved and Unissued $ 11261,053 $ 3,126,933 $ 3,021,908 $ 2,916,883 $ 2,811,858
C Total Debt Service on Authorized Debt $ 61733,761 $ 7,269,491 $ 5,994,190 $ 5,349,145 $ 41915,288
D Projected New Levy Supported Debt Service(above) $ 117,275 $ 1,234,828 $ 1,194,062 $ 11153,296 $ 11112,529
E TOTAL-PROJECTED LEVY SUPPORTED DEBT SERVICE $71163,397 $6,8511036 $ 81504,319 $7,188,252 $6,502,441 $6,027,817
F Plus: Projected Debt Service on Future Capital Projects $ 162,889 $ 1,514,872 $ 2,893,731 $ 4,3001811
G Less: Debt Service Funded from Special Revenue Accounts $ (16,125) $ (50,408) $ (124,148) $ (1241,148) $ (124,148) $ (124,148)
H Less: Proposed Use of Stabilization Fund $ - $ - $ - $ - $ - $ -
I Total Offsets to Projected Levy Supported Debt Service(G+H) $ (16,125) $ (50,408) $ (124,148) $ (124,148) $ (124,148) $ (124,148)
J PROJECTED NET LEVY SUPPORTED DEBT SERVICE(E+F+I) $7,147,272 $6,800,628 $ 81543,060 $8,578,976 $9,272,024 $10,204r480
Municipal Projects,
1. Sidewalk Improvements- $800,000 ($539,159 General Fund Debt, $190,841 Free
Cash): This request seeks funds to rebuild and/or repair existing sidewalks that are in poor
condition. DPW (in conjunction with various committees and town departments) generates a
list each year of sidewalks most in need of repair/replacement, based on four determining
factors:
1) Is the sidewalk unsafe for travel due to trip hazards, defects, etc.
2) Is the sidewalk within the Safe Routes to School Program
3) Is the volume of pedestrian traffic heavy, light or average
4) Is the general condition of the sidewalk poor, fair or good which dictates treatments such as
full reconstruction, overlay or patching
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-7
DPW currently reviews the condition for 30% of town sidewalks annually, which is used to
identify the work to be done. Sidewalks considered for FY2024 funding include:
Mass Ave westbound from Pleasant St. to Bowker St. 2865 LF Asphalt
Waltham St. from Forest St. to High School entrance 1567 LF Asphalt
Coolidge Ave. 1530 LF Asphalt
Shirley St. from Bedford St. to Sargent St. 330 LF Asphalt
Paul Revere Rd. from Mass. Ave. to Harbell St. 1380 LF Asphalt
Hancock St. from Adams St. to Harrington Rd. 2140 LF Asphalt
Lowell St. from Waltham St. to Fulton Rd. (east side) 1900 LF Asphalt
Bow St. 500 LF Asphalt
Reconstruction of Ramps, Townwide
The following table presents the recent history of Sidewalk appropriations:
FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023
$ 600,000 $ 800,000 $ 800,000 $ 800,000 $ 800,000 $ 800,000 $ 800,000
2. New Sidewalk Installations - $1,,620,000 (General Fund Debt): This annual request
funds the survey, design and installation of new sidewalks in various locations throughout the
Town. The request for FY2024 is for design and construction of a sidewalk on Cedar Street, in
it's entirety, including a roundabout at Paul Revere and Hill Street. This request follows an
appropriation of $75,000 for initial survey, design and public outreach for the Cedar St. sidewalk
in FY2023.
3. Bedford St. and Hartwell Ave. Long-Range Transportation Improvements
($1,750,000 General Fund Debt): The 2019 Fall Special Town Meeting appropriated $1.5
million for the 25% design related to a future capital project for improvements to Route 4/225
(Bedford Street/Hartwell Avenue), including the "jug-handle" intersection. The project aims to
create a complete street for vehicles, pedestrians, and cyclists by widening Route 4/225,
adjusting the intersection, and adding pedestrian and transit facilities.
This project will:
• Improve traffic safety
• Fix choke points
• Provide safe pedestrian crossings and safe bus stops
• Expand our existing pedestrian and bicycle network and improve access to the Minute
Man Bikeway.
The FY2024 request of $1.75 million provides an iterative funding step toward the final P,S&E
(Plans, Specifications & Estimates) set for the 25% design, and is critical to keeping Lexington's
place for this project on the State's Long Range Transportation Plan (LRTP) for the 2030-2034
time band.
Facilities Projects
1. Solar Canopy &System - New Police Station - $3,400,000 (General Fund Debt): This
request will fund the purchase and installation of photovoltaic panels at the new Police Station site,
utilizing a combination of both rooftop and canopy arrays over the parking area. The proposed
canopies will be designed to fit into the Historic District downtown landscape. The Town will own
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-8
the panels and the goal of the solar array is to generate enough power to allow the Police Station
to operate as Net Zero. If funded, the intent is to construct the system so it comes online at the
same time the Police Department moves into the new Police Station facility in calendar year 2024.
FY2024 RECOMMENDED PROJECTS - WATER FUND DEBT (Table II)
TABLE II: FY2024 RECOMMENDED PROJECTS-WATER DEBT
Amount Interest
Project Financed Term Rate FY2023 FY2024 FY2025 FY2026 FY2027 FY2028
Lead and 1 ($4 209 580)per Program $ 2,909,580 10 —% $ — $ 290,958 $ 290,958 $ 290,958 $ 290,958
TOTAL PROJECT COSTS $2,909,580 $ — $ 290,958 $ 290,958 $ 290,958 $ 290,958
AUTHORIZED WATER DEBT SERVICE FY2023 FY2024 FY2025 FY2026 FY2027 FY2028
A Subtotal:Authorized and Issued $ 1,037,635 $ 881,368 $ 854,706 $ 823,515 $ 673,089
6 Subtotal:Approved and Unissued(short and long-term) $ 63,300 $ 477,000 $ 461,100 $ 445,200 $ 429,300
C Total:Debt Service on Authorized Debt $11100,935 $1,358,368 $1,315,806 $1,268,715 $1,102,389
D Subtotal: Projected Debt Service on Proposed Capital Projects $ — $ 290f958 $ 290f958 $ 290,958 $ 290,958
E TOTAL PROJECTED WATER DEBT SERVICE $1,195,179 $1,100,935 $1,649,326 $1,606,764 $1,559,673 $1,393,347
1. Lead and Copper Program - $4,209,580 ($2,909,580 Water Fund Debt; 500,000 Water
Retained Earnings; $800,,000 Water User Charges): The Department of Environmental
Protection (DEP) revised the lead and copper rule requiring communities to inventory and replace
lead service water lines. This funding request is to provide consulting services to develop the
inventory, bid specifications, and hire a contractor to perform the replacement work. Staff will be
pursuing an interest-free loan from MWRA to partly fund this project.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-9
FY2024 RECOMMENDED PROJECTS - WASTEWATER FUND DEBT (Table III)
TABLE III: FY2024 RECOMMENDED PROJECTS-WASTEWATER DEBT
Amount Interest
Project Financed Term Rate FY2023 FY2024 FY2025 FY2026 FY2027 FY2028
1 None Proposed $— — —% $ — $ — $ — $ — $ —
TOTAL PROJECT COSTS $— $ — $ — $ — $ — $ —
AUTHORIZED SEWER DEBT SERVICE FY2023 FY2024 FY2025 FY2026 FY2027 FY2028
A Subtotal:Authorized and Issued Debt $ 1,288,320 $ 1,207,824 $ 1,116,687 $ 1,033,785 $ 867,119
B Subtotal:Approved and Unissued Debt(short and long-term) $ 231,600 $ 624,000 $ 603,050 $ 582,100 $ 561,150
C Total:Debt Service on Authorized Debt $1,519,920 $11831F824 $1,719,737 $1,615,885 $1,428,269
D Subtotal:Projected Debt Service on Proposed Capital Projects —
E TOTAL PROJECTED SEWER DEBT SERVICE $1,561,467 $1,519,920 $1,831,824 $1,719,737 $1,615,885 $1,428,269
No recommendations for debt financing.
FY2024 RECOMMENDED PROJECTS - RECREATION FUND DEBT (Table IV)
TABLE IV: FY2024 RECOMMENDED PROJECTS-RECREATION and COMMUNITY PROGRAMS DEBT
Amount Interest
Project Financed Term Rate FY2023 FY2024 FY2025 FY2026 FY2027 FY2028
1 None Proposed $ — --- --- $ — $ — $ — $ — $ —
TOTAL PROJECT COSTS $ — $ — $ — $ — $ — $ —
AUTHORIZED RECREATION REVENUE DEBT SERVICE FY2023 FY2024 FY2025 FY2026 FY2027 FY2028
A Subtotal: Approved and Issued Debt Service $ — $ — $ — $ — $ —
B Subtotal: Approved and Unissued Debt Service $ — $ — $ — $ — $ —
C Total: Approved Debt Service $ — $ — $ — $ — $ —
D Subtotal: Projected Debt Service on Proposed Capital Projects $ — $ — $ — $ — $ —
E TOTAL PROJECTED DEBT SERVICE $ — $ — $ — $ — $ — $ —
No recommendations for debt financing.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-10
FY2024 RECOMMENDED PROJECTS - FUNDING THROUGH PROPOSITION 21/2 DEBT
EXCLUSION (Table V)
TABLE V: FY2024 RECOMMENDED PROJECTS-FUNDING THROUGH PROPOSITION 21/2 DEBT EXCLUSION
Amount Interest
Project Financed Term Rate FY2023 FY2024 FY2025 FY2026 FY2027 FY2028
None Proposed $ — — — $ — $ — $ — $ — $ —
Total Project Cost $ — $ — $ — $ — $ — $ —
APPROVED AND PROPOSED EXCLUDED DEBT SERVICE FY2023 FY2024 FY2025 FY2026 FY2027 FY2028
Subtotal: Approved and Issued Debt $ 14,023,382 $ 13,629,861 $ 13,229,441 $ 12,681,295 $ 12,003,767
Subtotal: Approved and Unissued Debt $ 3,333,056 $ 3,628,797 $ 3,532,868 $ 3,436,940 $ 3,341,011
Total: Approved Excluded Debt Service $ 17,356,438 $ 17,258,658 $ 16,762,309 $ 16,118,235 $ 15,344,778
Subtotal: Subtotal-Projected Exempt Debt Service(above) /$ — $ — $ — $ — $ —
Total Approved and Proposed Excluded Debt Service $16,008,385 $17,356,438 $171258,658 $16,7621309 $16,118,235 $151344,778
Less: use of Capital Stabilization Fund to Mitigate Debt Service $ (800,000) $ (500,000) $ — $ — $ — $ —
Impacts on Property Tax Bills
Net Excluded Debt Service $15,208,385 $16,856,438 $17,258,658 $16,762,309 $16,118,235 $15,344,778
No recommendations for debt financing.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-11
FY2024 RECOMMENDED PROJECTS - Community Preservation Act Debt (Table VI)
TABLE VI: FY2024 RECOMMENDED PROJECTS-COMMUNITY PRESERVATION ACT DEBT
Amount Interest
Project Financed Term Rate FY2023 FY2024 FY2025 FY2026 FY2027 FY2028
1 Munroe Center for the Arts Building $ 2,000,000 5 5 $ — $ 490,000 $ 472,000 $ 454,000 $ 436,000
Renovation($6,635,191)
TOTAL PROJECT COSTS $ 2,000,000 $ — $ 490,000 $ 472,000 $ 454,000 $ 436,000
AUTHORIZED CPA REVENUE DEBT SERVICE FY2023 FY2024 FY2025 FY2026 FY2027 FY2028
A Subtotal: Approved and Issued Debt $ 11788,900 $ 681,200 $ — $ — $ —
B Subtotal: Approved and Unissued Debt $ — $ — $ — $ — $
C Total: Approved Debt Service $1,788,900 $ 681,200 $ — $ — $ —
D Subtotal: Projected Debt Service on Proposed Capital Projects $ — $ 490,000 $ 472,000 $ 454,000 $ 436,000
E TOTAL PROJECTED DEBT SERVICE $1,936,512 1$11788,900 $1,171,200 $ 472,000 $ 454,000 $ 436,000
1. Munroe Center for the Arts Building Renovation - $6f635,191 ($41035.r191 CPA;
$2f0001000 CPA Debt): This request is to enable the Munroe Center for the Arts (MCA) to
become ADA-compliant, including the installation of an elevator and the relocation of restrooms
from the original floor plan to a new addition at the rear of the building. These renovations will
take place on the first floor, where restrooms were designed for elementary school-aged children in
the early 20th century. The project will also replace the existing HVAC system from a boiler system
to a more efficient heat pump, reducing the building's need for fossil fuels. As a Town-owned
building under long-term lease to the MCA, all renovations will be approved and overseen by the
Department of Public Facilities.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-12
FY2024 RECOMMENDED PROJECTS - Compost Revolving Fund (Table VII)
TABLE VII: FY2024 RECOMMENDED PROJECTS-Compost Revolving Fund
Amount Interest
Project Financed Term Rate FY2023 FY2024 FY2025 FY2026 FY2027 FY2028
1 None Proposed Is — --- I --- I� llI$ — Is — Is — I's — Is —
TOTAL PROJECT COSTS $ — $ — $ — $ — $ — $ —
AUTHORIZED REVENUE SUPPORTED DEBT SERVICE FY2023 FY2024 FY2025 FY2026 FY2027 FY2028
A Subtotal: Approved and Issued Debt $ 189,436 $ 181,966 $ 174,496 $ 111,226 $ 14,338
B Subtotal: Approved and Unissued Debt $ — $ — $ — $ — $ —
C Total: Approved Revenue Supported Debt Service $ 1891436 $ 181,966 $ 1741496 $ 111,226 $ 14,338
D Subtotal: Projected Debt Service on Proposed Capital Projects IN$ — $ — $ — $ — $ —
E TOTAL PROJECTED DEBT SERVICE $ 227,475 $ 189,436 $ 181,966 $ 174,496 $ 111,226 $ 14,338
No recommendations for debt financing,
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-13
FY2024 RECOMMENDED PROJECTS - CASH CAPITAL (Table VIII)
TABLE VIII: FY2024 RECOMMENDED FUNDING FROM REVENUES(Cash by Source)
Water/
Sewer Recr. Enterprise
Retained Retained Operating Other
Project Free Cash Tax Levy Earnings Earnings Funds CPA* Funds** Total Cost Other***
SCHOOL PROJECTS
1 LPS Technology Program $ 1,465,488 $ - $1,465,488 $ -
� e ® ®•• e b e b e b e ® ®•• b
b b b b b b b b b
FACILITIES
2 Public Facilities Bid Documents $ 125,000 $ - $ 125,000
3 Public Facilities Interior Finishes $ 407,200 $ - $ 407,200
4 School Paving and Sidewalks $ 265,000 $ - $ 265,000
5 Public Facilities Mechanical/Electrical/Plumbing
Replacements $ 849,200 $ - $ 849,200
6 Municipal Building Envelopes and Associated $ 225,029 $ - $ 225,029
Systems
7 School Building Envelopes and Associated $ 1,457,684 $ - $1,457,684
Systems
8 173 Bedford Street Renovation-Design $ 100,000 $ - $ 100,000
9 East Lexington Fire Station-Feasibility Study $ 50,000 $ - $ 50,000
10 Stone Building Renovation and Addition $ 400,000 $ - $ 400,000
® a ® •® e a e a e ® a e • a
b ® b b b ® b b b
MUNICIPAL PROJECTS
11 Willard's Woods Site Improvements $1,211,675 $ - $1,211,675
12 Whipple Hill Trail Repair,Fire Access $ 300,000 $ - $ 300,000
13 TMOD Implementation-Permitting and Progress $ 42,000 $ 42,000
Tracking
14 Transportation Mitigation $ 87,685 $ 87,685
15 All Terrain Vehicle(ATV)-Forestry $ 65,000 $ - $ 65,000
16 Pine Meadows Improvements $150,000 $ - $ 150,000
17 Pine Meadows Equipment $124,000 $ - $ 124,000
18 Park and Playground Improvements $ 155,000 $ - $ 155,000
19 Park Improvements-Athletic Fields $ 285,000 $ - $ 285,000
20 Pine Meadows Clubhouse Renovation-Design $ 120,000 $ - $ 120,000
21 Lincoln Park Field Improvements $ 216,500 $ 700,000 $2,475,000 $ - $3,391,500
22 Pool Water Chemistry Automated Controllers $ 35,000 $ 35,000
23 Townwide Culvert Replacement $ 390,000 $ - $ 390,000
24 Equipment Replacement $ 1,755,000 $ - $ - $1,755,000
25 Sidewalk Improvements $ 190,841 $ 70,000 $ 260,841
26 Storm Drainage Improvements and NPDES $ 570,000 $ - $ 570,000
Compliance
27 Comprehensive Watershed Stormwater $ 390,000 $ - $ 390,000
Management
28 Street Improvements**** $2,688,312 $ - $2,688,312 $990,428
29 Pump Station Upgrades $ 75,000 $ - $ 75,000
30 Sanitary Sewer System Investigation and $ 640,404 $ 400,000 $ - $1,040,404
Improvements
31 Hydrant Replacement Program $ 75,000 $ 75,000 $ - $ 150,000
32 Municipal Parking Lot Improvements $ 575,000 $ - $ 575,000
33 Public Grounds Irrigation Improvements $ 120,000 $ 80,000 $ - $ 200,000
34 Lead and Copper Program $ 500,000 $ 800,000 $ - $1,300,000
35 Network Core Equipment Replacement $ 980,000 $ - $ 980,000
36 Network Redundancy&Improvement Plan $ 988,094 $ - $ 988,094
37 Scanning-Electronic Document Management $ 110,000 $ - $ 110,000
38 Archives&Records Management $ 35,000 $ - $ 35,000
b b b b b b b b b
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-14
OTHER CPA FUNDED PROJECTS
39 East Village Clock Restoration $ 9,600 $ 9,600
40 First Parish Clock Restoration $ 12,000 $ 12,000
41 Munroe Center for the Arts Building Renovation $4,035,191 $4,035,191
42 Hancock-Clarke Barn Restoration $ 118,419 $ 118,419
43 Affordable Housing Trust pre-funding $1,500,000 $1,500,000
44 LexHAB Property Acquisition $ 400,000 $ 400,000
45 LexHAB Rehabilitation/Preservation and $ 345,125 $ 345,125
Installation
46 Transforming Trees Into Art $ 22,000 $ 22,000
® a e a e a e ®® e e ®® e
e ® e e e ® e ® e
® ab ®® ® tl® I I e® ab ®® ®® tl® ® ®® ®® a® ® s
*CPA totals do not include proposed FY2024 administrative budget of$150,000 and$1,788,900 for debt service.
**Other Funds include the Parking Fund,TDM Stabilization Fund,Transportation Network Company(TNC)Special Revenue Fund,and Prior Bond Authorizations.
***Other includes$990,428 in Chapter 90 Aid for street improvements.
****Proposed funding for the annual street resurfacing program is comprised of$2,688,312 of tax levy dollars and an anticipated distribution of$990,428 of Chapter
90 funds. This level of funding is intended to maintain the Town's roadway surface rating(RSR)in the mid-80s.
School Department Proms
1, LPS Technology Program - $1,,465,,488 (Free Cash): This request addresses the District's
strategic goal for enhancing the capacity to utilize technology as an instructional and administrative
tool. The request will continue to support student access to devices to allow for innovative learning
methods that integrate supportive technologies, problem-based approaches and higher order
thinking skills. It also maintains and improves, when needed, current infrastructure such as
networks, access points and servers.
The capital improvement request for FY2024 would provide funding for the following:
Tech Workstations - $177,900 is requested for this category of the capital project. Replace Unit A
(all classroom teachers, counselors, librarians and staff working under the teacher contract; Unit A)
workstations and peripheral devices (laptops, desktops, printers and monitors). Staff workstations
were replaced from FY2020 funds, thus, only a minimal number are needed until the full
replacement cycle begins in 2026. Prices have remained relatively stable for all devices in this
category
PreK-5 Mobile Devices - $280,477 in total is requested for this category of the capital project.
• Replace 260 Second Grade iPads across all district Grade 2 classes due to current devices
having reached their end of life. (260 iPads @ $410.00 each).
• Additionally, each elementary school has one whole class cart to be replaced which holds iPads
that have multimedia applications on them. (156 iPads @ $410.00 each).
• Each elementary school second grade team also shares a cart of Chromebooks across a team
and those devices are at the end of their life cycle as well and need replacement (156
Chromebooks @ $282 each).
• Lastly, we found out this year that the classroom pendant microphones installed at Estabrook at
the opening of the school were models which were at the end of production at the time they
were purchased. Thus, due to time, breakage and connectivity issues, those need to be
replaced school wide. The cost for the full replacement is $65,925. This was not anticipated,
as the building is still relatively new.
1:1 Middle School Program - $218,205 is requested to fund 585 Chromebooks for 6th graders
entering Diamond and Clark Middle Schools. All middle school students have 1:1 devices and the
devices follow them through middle school (three year life span). Generally, by the end of middle
school, many devices have reached their end of life due to use. These Chromebooks are more
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-15
expensive than the high school devices due to their having dual cameras and touch screens. (585
Chromebooks @ $373 each)(
1:1 at Lexington High School - $176,250 is requested to purchase 625 Chromebooks for 9th
graders. All high school students, once provided a device in 9th grade or upon entering the high
school, have the device through their senior year (four-year life span). (625 Chromebooks @ $282
each)
Science/Tech nology/EngineeringJ(Art)/Math (STE MISTEAM)ICom puter Science - $51,000 is
requested to update computer labs at the High School level and purchase STEM/STEAM based
curricular materials. The high school world language lab will be updated new year.($45,000 for one
lab, $6,000 for STEM/STEAM Materials).Digital Learning Coaches (DLCs) work with all department
heads that are holding curriculum reviews. The small amount of money allocated for STEM/STEAM
may result in equipment being piloted or may also replace some equipment currently being used
(elementary small robots for coding, etc.)
Interactive Projectors/Whiteboard Units and Document Cameras - $241,656 is requested for this
category of the capital project.
• Replace 48 interactive projectors districtwide. This equips buildings with atouch-activated,
interactive system and soundbar. The replacements will begin with the oldest model per school
until all systems are within a 7 year window with all of the same functionality. Forty-eight (48)
projectors @ $4660 each.
• The request will also replace 28 document cameras at Lexington Middle and High School. All
elementary schools have had document cameras replaced, and upgrades have been made in
many middle school classrooms as well. Twenty-eight (28) document cameras @ $642 each
District and Building Network Infrastructure - $300,000 is requested to replace end of life Wireless
Access Points (WAPs), switches and Power over Ethernet (POE) districtwide, improve controllers,
and make network improvements. Over the next five years, Wireless Access Points (WAPS) across
the district will begin to not be supported due to age. A recent recommendation from our vendor,
Custom Computers, recommended that we begin replacing Wireless Access Points (WAPS) and
cabling associated with the WAPS. The amount requested for the upcoming year reflects costs for
equipment however, we have not got the final quotes which should include labor. The average cost
for the equipment is approximately $273,000 per year without the labor. Providing that E-rate
funding continues, some of this may be subject to discounts, however, not knowing that, we
budget for the entire amount.
Server/Storage Infrastructure - $20,000 is requested to maintain and upgrade any server related
hardware
Department of Public Facilities Projects
2. Public Facilities Bid Documents - $125,,000 (Free Cash): This is an annual request for
funding professional services to produce design development, construction documents and/or bid
administration services for smaller projects in anticipation of requests for construction funding at
town meeting that have a high probability of approval. This will ensure that both municipal and
school projects can be completed in the then-current construction season, which is particularly
important for the timely completion of school building projects given the short window between the
end of school in June and the end of summer. For FY2024 this request has been increased from
$100,000 in prior years due to a steady uptick in the number of projects requiring these services,
specifically HVAC, roofing, electrical and building envelope projects.
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
XI-16
3. Public Facilities Interior Finishes - $407.,200 (Free Cash): Initiated in FY2011, this is an
annual request for funds to be used for the replacement of flooring systems in municipal and school
buildings and interior finishes including mill work, ceiling work, tile work, countertop replacement
and bathroom finish renovations. The goal of this annual program is to ensure failing systems are
replaced and are safe for all users. The FY2024 request will allow the Department of Public Facilities
to complete approximately four classroom flooring systems and prioritize other floors requiring
attention. This request also covers other building finishes, based on priority. Projects funded in
FY2023 included classroom flooring replacement at the Clarke, Harrington , Fiske and Bridge
schools.
4. School Paving and Sidewalks - $265,,000 (Free Cash): This capital request provides'as
needed' replacement of sidewalks, bus loops and parking areas on school grounds. Extraordinary
repairs for school paving areas are necessary to maintain parking and pedestrian surfaces in a
condition suitable for public safety and highlights the Safe Routes to School. The FY2024 request
will specifically fund the Diamond Middle School access road and the sidewalk from the Hancock
Street rota ry.
5. Public Facilities Mechanical/Electrical/Plumbing Replacements - $849.,200 (Free Cash):
This request is part of an annual replacement of HVAC, plumbing and electrical systems that have
exceeded their useful lives and require replacement before excessive failures occur. The FY2024
appropriation will address items identified in the 20-year Master Plan including the replacement of
domestic hot water heaters at Fisk and Harrington Schools and the Public Services building, and
HVAC improvements at Clark School and the Lexington Community Center.
6. Municipal Building Envelopes and Associated Systems - $225,,029 (Tax Levy): This
ongoing capital request, originally approved for funding in the 2006 Proposition 21/2 Override,
includes repair and replacement projects for the maintenance and upgrade of municipal buildings
and systems. The FY2024 request seeks funding to begin a window and exterior door replacement
project at the Lexington Community Center. Windows in the mansion section of the building are
single pane, difficult to open and have significant air leaks. This funding will replace the windows
with a safer and more energy efficient option.
7. School Building Envelopes and Associated Systems - $1,,457,,684 (Free Cash): The
purpose of this ongoing capital request is to perform annual prioritized extraordinary repairs and
modifications to school buildings and systems, including siding, caulking, masonry, weather
proofing materials, windows, doors, roofs and painting of wood exteriors. Specifically, the FY2024
request will fund the second phase of the Bridge School Roof Replacement project. The 2020
Annual Town Meeting approved $2.01 million to replace the Bridge roof. The project as scoped and
bid increased from the original estimate, and therefore the roof is being completed in two sections.
This appropriation will complete the project.
8. 173 Bedford Street Renovation- Design - $100,000 (Free Cash): The building at 173
Bedford St has temporarily housed members from both Police and Fire departments while those
buildings are reconstructed. However neither department has occupied the entire interior of the
building due to a lack of accessibility or a working HVAC system on the top floor. As the Town
continues master planning for large-scale facilities projects over the next 10 years this building may
be a key factor in continuing operations. As this plan is being developed, and the potential next
occupant is identified, this request is for the design of interior upgrades including an elevator, HVAC
replacement, sprinkler system, and potentially reconfiguration of the interior spaces to suit the next
occu pa nt.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-17
9. East Lexington Fire Station- Feasibility Study- $50,,000 (Free Cash): This request will fund
a feasibility study to ascertain whether the current site of the East Lexington Fire Station is suitable
for a new fire station. The current station has been modified several times over the past 70 years
but currently is not fit for its intended purpose and is unable to house necessary department
apparatus including Latter and Engine trucks. The facility also needs major investment in the roof,
HVAC, electrical, plumbing and interior finishes. IF the current site is not adequate for a new or
renovated station, the study will determine the appropriate side of land to accommodate a new
station.
10. Stone Building Renovation and Addition- $400,000 (CPA): This request is for the first phase
of a major repair, renovation and addition to the historic Ellen Stone Building in East Lexington.
Overall this project seeks to restore the floor plan and interior finishes to those recommended in
the 2009 Stone Building Historic Structure Report, and to make the building functional for a future
tenant. This initial request is to engage an architect for design and design documents for the
project. Future phases of the project will seek funding for stabilization, repairs and renovations to
the foundation, stormwater management system, roof, and exterior finishes. The larger project will
make the building fully accessible, including the construction of an elevator, stairwell to serve as a
second means of egress and bathrooms, as well as structural and safety improvements to the
interior sub-flooring, windows, sprinklers and electrical systems. Lastly, other interior renovations
will be requested to suit a future tenant.
Municipal Projects
11. Willard's Woods Site Improvements - $1,211,675 (CPA): Willard's Woods is the largest and
most popular conservation area in Lexington, with over 100 acres of open meadows, old growth pine
forests and wetlands and a historic mill pond, as well as over three miles of trails. This is a second-
phase request achieve Universal Accessibility under the American with Disabilities Act (ADA) at Willard"s
Woods. This funding will expand trail segments including a loop trail in the northern meadow and
around the millpond connecting the North Street parking lot, and a stone dust bike path to Brent Road.
It will also construct a trail to provide access to the two UA improved fire pits, and an observation deck
and wayside interpretive panel at the Millpond. Lastly, it will improve parking areas and create
handicap-accessible parking spaces at North Street and the Hathaway Road entrance.
12. Whipple Hill Trail Repair, Fire Access - $300,000 (CPA): Whipple Hill is the Town's second
largest conservation area, with 124 acres of land and over four miles of trails. This request is to
reconstruct a wetland crossing along the Whipple Hill trail system. The existing crossing serves as
emergency fire access and has been evaluated as not fit for purpose by the Conservation Division,
Engineering and Fire Department staff. These upgrades will allow for a 17,200-pound fire apparatus to
safely traverse the trail and access areas that could be affected by fire. The current state of the site
due to erosion also means that constant trail repair is ongoing, not only for fire access but also to meet
the needs of those who use the trail system.
13. TMOD Implementation - Permitting and Progress Tracking - $42,000 (Transportation
Management Overlay District (TMOD) Stabilization Fund): The updated TMO-1 Hartwell
Area Transportation Demand Management Plan proposed several improvements to the existing
Transportation Demand Management (TDM) Program within the TMO-1 TMOD District Including a
permitting and tracking system separate from the Planning Board's development application. This
FY2024 request would fund the implementation of a TDM permitting and tracking process system
that can be set up with the existing Viewpoint Cloud Permitting system and an online survey
service. Implementing a tracking service will allow for better monitoring of transportation demand
strategies.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-18
14. Transportation Mitigation - $87,685 ($7,685 Transportation Network Company (TNQ
Special Revenue Fund; $80,,000 Traffic Mitigation Stabilization Fund): This annual capital
request is to support the ongoing work of the Transportation Safety Group (TSG). The TSG is
staffed by the Planning, Engineering, School and Police Departments. Between FY2008 and
FY2011, Town Meeting appropriated funds to collect data, perform analysis, review citizen requests
and recommendations for various townwide transportation improvements in support of the Traffic
Mitigation Group (dissolved in 2012 and later reconstituted as the TSG). Anticipated projects for
the FY2024 funds and beyond include a "No Turn on Red" pilot program at the Mass Ave/ Maple
Street intersection, a vegetation trimming line-of-sight maintenance program, and purchase and
installation of speed feedback sig
15. All Terrain Vehicle (ATV)- Forestry - $65,,000 (Free Cash): This request would fund the
purchase of a new ATV vehicle for the Fire Department. The current ATV has been in service since
2000 and does not have appropriate protective equipment for occupants of the vehicle, including no
roof, doors, windshield, rollover or protective equipment. The new ATV would be roadworthy and
enclosed with heat and air, and would allow for more flexibility in carrying equipment. It would also
be better equipped to respond to incidents on the trails and bikeways, and to brush fires in remote
places.
16. Pine Meadows Improvements - $150,,000 (Recreation Retained Earnings): This request
will restore the cart path at the 7th and 8th holes and allow for dredging of the ponds at the golf
course. The cart path and tee boxes of the 7t" and 8t" holes have deteriorated over time and
require restoration to maintain the quality of the golf course. The ponds have also accumulated silt
and have become too shallow to fulfill their intended function as water features/hazards. The silt
build-up has also impacted the water quality for irrigation purposes.
17. Pine Meadows Equipment - $124,,000 (Recreation Retained Earnings): This request would
fund the purchase 3 new pieces of equipment for the maintenance of the grounds at the Pine
Meadows Golf Course: a Toro Groundsmaster rough mower, a Turfco top dresser, and a tow-behind
Buffalo turbine blower. Timely end-of-life replacement of the commercial grade equipment is
required for the professional maintenance of the grounds at Pine Meadows Golf Club.
18. Park and Playground Improvements (Justin Park) - $1551,000 (CPA): This request will
replace the playground equipment, upgrade to pour-in-place safety surfacing and replace signage
at Justin Park. The new playground equipment would be designed for children
ages 2-5 and/or ages 5-12 depending on the needs of the community which will be determined by
public outreach.This funding will also renovate the pathway from the parking spaces to the park. The
existing playground equipment was last replaced in 2003 and is nearing the end of its useful life. The
proposed improvements will result in the park being in compliance with the Consumer Product Safety
Commission (CPSQ, the American Society for Testing and Materials (ASTM) and the American with
Disabilities Act (ADA).
19. Park Improvements - Athletic Fields (Bridge School) - $285,fOOO (CPA): This ongoing
capital program is to address safety and playability concerns as well as provide adequate and safe
field conditions. This program funds improvements to athletic fields, including renovations to
natural turf, drainage, new irrigation systems, and site amenities including benches, backstops and
signage. The FY2024 funds will be used for such improvements to the Bridge School Fields
including updates and replacements to irrigation systems and the installation of new natural grass.
Further, based on recommendations from a 2017 ADA Compliance Study, the route to the fields
from the sidewalk that runs along the school's entrance driveway will be formalized to become
compliant with accessibility regulations, and new paths will be constructed between the two softball
field and the playground to provide universal access throughout the site.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-19
20. Pine Meadows Clubhouse Renovation - $120,,000 (Free Cash): This FY2024 request seeks
funding for the design and engineering costs associated with renovation of the clubhouse at the
Pine Meadows Golf Club. The clubhouse, constructed prior to the Town's purchase of the property
in 1988, has not undergone any significant renovation in the past 30 years and is suffering the
typical deficiencies and wear and tear associated with its age and heavy usage.This project will
engage a professional architect to develop desi gn and engineering documents for the complete
renovation of the clubhouse including but not limited to renovation and/or replacement of the main
concourse area, the bathrooms, plumbing system and fixtures, windows, roof, and additional work
as needed to improve accessibility and bring the building into ADA compliance. If design funding is
approved, the Town expects to request construction funding for FY2025.
21, Lincoln Park Field Improvements - $3f39lf5OO ($216,500 Free Cash, $700,,000 Tax Levy,
$2f475fOOO CPA): This FY2024 request is to begin construction and preparation to replace the three
athletic fields at Lincoln Park, as well as construction of lighting at Lincoln Fields 1 and 3. The fields
are approaching the end of their lifespans and must be replaced if safe and anticipated use is to
continue. These improvements will allow for increased usage of the fields, alleviating the shortage of
available hours the Recreation Department now experiences.
The project will start with a professional evaluation to determine if subsurface/base pad can be reused
or if a replacement is required for safe function of the field. This request also provides funding for
design, engineering, and construction Lincoln Field 1, including laser grading of the subsurface,
inspection and repair of the drainage system, replacement of the base pad if indicated by the
aforementioned study, replacement/recycling of the infill material and synthetic surface turf. This
request will also install four (4) light towers at both Lincoln Field 1 and Lincoln Field 3 consistent with
those currently installed at Lincoln Field 2. Lastly, this request will fund restoration of the walkways,
guardrails, and plantings surrounding the fields. Future funding requests are expected to replace the
turf at Lincoln 2 and 3.
22, Pool Water Chemistry Automated Controllers- $35,000 (Recreation Retained Earnings):
This request will replace the water chemistry automated controllers that are at the Irving H. Mabee
Town Pool Complex. The new automated controller system would ensure that the four pools at the
complex remain chemically balanced at all times by allowing staff to adjust the water chemistry
settings both in person and remotely.
23. Townwide Culvert Replacement - $390,000 (Free Cash): This request is part of an ongoing
program to proactively replace culverts prior to catastrophic failure, which will allow for proper
design considerations and funding while also minimizing the impact to residents through
unexpected road closures and flooding. A comprehensive Culvert Asset Management Plan guides
the work to replace culverts in town, which is a companion effort with the ongoing Watershed
Management Plan. Construction is underway at the Valleyfield/Waltham Street culvert and is
expected to complete during the 2023 construction season. The Grove Street, Allen Street and
Winthrop Road culverts have been identified as high priority candidates for future replacement.
24. Equipment Replacement - $1,755,,000 (Free Cash): This is an annual request to replace
equipment that is beyond its useful life and whose mechanical condition no longer meets the
requirements of the Department of Public Works (DPW). The DPW has an inventory of 146 pieces
of equipment including sedans, hybrid SUVs, construction vehicles and specialized equipment used
to mow parks, plow snow, repair streets and complete a variety of other projects. Without regular
equipment replacement, the efficiency and cost effectiveness of the DPW's operations would be
handicapped due to equipment down time and excessive repair costs.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-20
Each piece of equipment is inventoried with original and current replacement cost, state of
condition and replacement time interval. Replacement intervals vary from 5 to 20 years and are
based on manufacturer recommendations and use (type and duration).
The selection of vehicles to be replaced begins with the proposed replacement date. Then each
vehicle is assessed as to its mechanical condition and work requirements. The systematic
replacement program defines what equipment is expected to need replacement during the next five
years with the intent of preventing any unexpected emergency purchases. Annual updates are
conducted by the Equipment Maintenance Division, Division Superintendents and reviewed by the
Manager of Operations and Director of Public Works.
The FY2024 request, by funding source, is shown in the table below. The request for Electric Charging
Infrastructure will upgrade the electric service at the Public Works Building in order to support Level 1
chargers and the purchase of large electric equipment in future budget cycles. The current electric
service does not support the installation of Level 1 chargers. The Town received quotes for both
electric and gas models for the Rubbish Packer and Pelican Broom. This budget recommends the gas
powered models for both pieces of equipment as the electric models are new to the market and the
price of the electric models were cost prohibitive at twice the price of the gas gas models ($650K,, and
$550K, respectively).
Equipment Free Cash Sewer RE Water RE Total
Ford F450 $ 150,000 $ 150,000
Toro Gang Mower $ 145,000 $ 145,000
Toro Groundmaster Mower $ 100,000 $ 100,000
Vehicle Lift $ 40,000 $ 40,000
6 Wheel Dump Truck $ 360,000 $ 360,000
Elgin Pelican Broom $ 300,000 $ 300,000
Bombardier Tractor $ 185,000 $ 185,000
International Rubbish Packer $ 225,000 $ 225,000
Electric Charging Infrastructure $ 250,000 $ 250,000
Total $1,755,000 $ — $ — $1,755,000
25. Sidewalk Improvements- $800,000 ($539,159 General Fund Debt, $190,841 Free
Cash): See a detailed description under Table I: General Fund Debt.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-21
26. Storm Drainage Improvements and NPDES Compliance - $570,000 (Free Cash): This is
an annual request to replace and supplement existing drainage structures, issues typically
uncovered during roadway related construction activity. Funds will also be used for continued
compliance with the Environmental Protection Agency (EPA) Phase II regulations which help
improve the water quality of Lexington's streams and ponds. Approximately $300,000 of this
funding request is for compliance with the construction-related portions of the National Pollutant
Discharge and Elimination System (NPDES) minimum control measures as mandated by the EPA in
the stormwater general permit. The permit also requires the Town to comply with requirements for
illicit discharge detection and elimination (IDDE), best management practices (BMP), installation,
and retrofits. The remaining $270,000 will be used to repair/replace drainage structures
encountered during road construction, repair other drainage areas of concern in the Town and
improve stormwater issues discovered during NPDES investigation work. Work in the Oakland
Street, Massachusetts Ave and Battle Green Road areas have been completed. The IDDE program
has continued with two summer interns and work is underway on the design of numerous BMPs, as
well as drainage improvements in other areas of town. The preemptive repair of existing drainage
structures will reduce damage to structures themselves, existing pavement, and private and public
property.
27. Comprehensive Watershed Stormwater Management - $390,,000 (Free Cash): DPW,
Engineering and Conservation collaborate on this annual capital request which addresses drainage/
brook management issues. The request funds the continuing design and implementation of
watershed plans and the construction of priorities established in those plans. Staff has reviewed
three watershed plans already completed (Charles River, Shawsheen River and Mystic River) and
developed a prioritization schedule with built-in flexibility pending unforeseen changes. Requested
funding will be used to move forward with those prioritized areas. Oxbow/Constitution phase 1 is
complete and phase 2 is preparing to bid. The first phase of Valleyfield/Waltham Street is under
construction and phase 2 will be bid upon completion of phase 1. Long-term benefits of the
program include prevention of property damage, reduction in liability and overall improvement to
the health of Lexington's waterways.
28. Street Improvements - $3,678,740 ($2,688,312 Tax Levy, $990.,428 Chapter 90
funding): This is an annual request for the street resurfacing and maintenance program. In
addition to the $2,688,312 appropriated from the tax levy, $990,428 of Chapter 90 funds will be
utilized. (Chapter 90 funding is based on Lexington's most recent allocation and on the current
state allocation of $200 million statewide.) Funds will be used for design, inspections, planning,
repair, patching, crack sealing and construction of roadways and roadway related infrastructure
including repair and installation of sidewalks. A preliminary list of the streets to be repaired under
this article is currently being developed. A pavement management system is utilized to assist in
analyzing the road network and selecting roadways for repairs. This funding will allow for the
proper improvements and repair of Lexington's streets and sidewalks, increasing their quality and
safety.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-22
Street Improvements - Financing Components
FY2024
2001 Override Increased by 2.5% per year $ 760 f357
Maintenance of unallocated revenue from FY2012 Revenue Allocation Model $ 281,234
Maintenance of unallocated revenue from FY2013 Revenue Allocation Model $ 164,850
FY2014 Health Insurance Savings $ 1,100.1000
Additional Tax Levy Funding $ 3811871
Estimated Chapter 90 Aid $ 990,428
Total $ 3,678,740
Without Chapter 90 $ 2,688,312
29. Pump Station Upgrades - $75,,000 (Sewer Retained Earnings): In 2013, an evaluation and
asset management plan was developed for the Town's pump stations with the assistance of Wright-
Pierce, including a detailed engineering survey of the Town's existing infrastructure. This ongoing
program was developed to upgrade Lexington's ten sewer pumping stations. The goal of this
program is to upgrade all of the pumps and support systems to enable better energy efficiency and
avoid emergency expenditures. The survey helped determine current and future needs, timetable
and probable costs for the proposed work, and the Town has funded this program over the last 10
years.
Construction was recently completed on the pump stations at Worthen Road, Marshall Road and
Constitution Road. Construction is underway at the Hayden Ave Pump Station and bids for
construction at the North Street Pump Station are expected to be received in February 2023. Staff
believe existing appropriations for this program will cover the upgrades to the stations mentioned
above. This FY2024 request is to fund an update to the existing asset management plan performed
in 2013 and to determine next steps in this capital program.
30. Sanitary Sewer System Investigation and Improvements - $1,040,404 ($6401404
Wastewater Retained Earnings, $400,,000 Wastewater User Charges): This is an annual
program that provides for rehabilitation of sanitary sewer infrastructure. Work will include
replacement or repair of deteriorated sewers, force mains and manholes in order to improve flow
and reduce inflow and infiltration into the system. Engineering investigation and evaluation will
continue on sewers throughout town, including those in remote, hard to access areas. These
capital investments improve the operation of the sewer system, reduce backups and potential
overflows, prevent system malfunctions and reduce the measured flows through the MWRA meter.
Beginning in FY2021, the funding source for this ongoing capital replacement program has been
gradually shifting to Wastewater user charges, with the ultimate goal of transitioning the entire
program to cash funding over 10 years.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-23
31. Hydrant Replacement Program - $150f000 ($75,000 Free Cash &$75.,000 Water
Retained Earnings): This is an ongoing replacement program designed to maintain the integrity
of the fire protection system throughout town. Faulty hydrants need to be replaced to meet safety
requirements. A list of hydrants needing replacement is generated each year during the annual
inspection and flushing of hydrants by the Water and Fire Departments. Based on discussions
between the two departments, the updated target goal is to replace approximately 45 hydrants per
year at a cost of $3,500 per hydrant, with labor covered by the operating budget. The cost of
hydrants was recently increased from $2,500 in prior years. The Town of Lexington has 1,747 fire
hydrants in its fire protection system; a total of 22 hydrants were replaced in FY2022, and 7 were
repaired.
32. Municipal Parking Lot Improvements - $575,000 (Free Cash): This request is for the
construction of the parking lot that extends from Fletcher Avenue on the most easterly side to the
limits of the Town Office Building parcel on the most westerly side. Funds for funds for survey and
design of this project were appropriated in FY2023. The project includes reconstruction of the
existing asphalt parking areas as well as new construction and reconfiguration of parking in the
area nearest the new Police Station. This will provide for improved flow through the parking area
as well as the potential for additional parking spaces. The design and construction of the parking
lot is being coordinated with the Police Station reconstruction.
33. Public Grounds Irrigation Improvements - $200fOOO ($120,000 Free Cash; $80,,000
CPA):This request is to upgrade the irrigation systems at several locations around Town, including the
lawns at the Town Hall Complex, Cary Hall, Hastings Park and the Battle Green. Funding will replace
water lines, valves, irrigation hears and water controllers, to promote greater efficiency in the
distribution of water resources. These improvements will help avoid deteriorating turf from lack of
proper irrigation and also reduce the costs associated with overwatering areas of natural grass.
34. Lead and Copper Program - $41,209,580 ($2,909,580 Water Fund Debt; 500,000 Water
Retained Earnings; $800,,000 Water User Charges): See a detailed description under Table
II: Water Enterprise Fund Debt.
35, Network Core Equipment Replacement - $980,000 (Free Cash): This multi-year capital
program is to replace aging equipment or add equipment that functions as the core or head end for
the Town network. The head end is made up of many components including, but not limited to,
routers, switches, DNS servers, firewalls, access control devices, e-mail spam filters, and web
access control devices. The overall purpose of the head end is to provide security and to manage
network traffic. The FY2024 funding request is to install a new redundant network core, router and
firewalls in the new Police Station (completion expected in 2024). This new network core will
become our primary core and require approximately 10 times the number of fiber connections as
our current core due to the increased count in connections with the new Fiber Municipal Area
Network.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-24
36. Network Redundancy & Improvement Plan - $988,,094 (Free Cash): This is a multi-phase
request to build a standalone fiber network for town computing and communications in an effort to
achieve redundancy and vendor-independent capability. The purpose of this program is to both
improve the resiliency of the Townwide fiber network and to provide better networked services.
This includes enhancement of communications within municipal buildings through the installation of
wireless access to our wide area and local area networks. This will protect communication (both
data and voice) between sites that are assessed as critical to the daily function and safety of the
Town. The first phase of this project in FY2023 was $945,,000 to construct multi-loop core
infrastructure to top-tier critical buildings, however inflation significantly increased the cost of fiber
and network equipment. This second-phase request is to complete phase I, and additionally fund
fiber connections to tier 2 and tier 3 sites.
37. Scanning - Electronic Document Management - $110,,000 (Free Cash): This is an ongoing
program to scan existing physical documentation into the Town's document management systems
(Laserfiche and Tyler Content Manager). This effort will support continued efforts to migrate to
paperless workflows. Once workflows have been established and no additional paper records are
being created, historical records are scanned to ensure a complete repository and to allow
departments to reclaim the physical space previously occupied by their records.
38. Archives & Records Management - $35,rOOO (CPA): This is an ongoing request to fund the
conservation and preservation of historic municipal documents and records and to make them available
on the Town's digital archives. This FY2024 request will include the conservation and preservation of a
three-part set of oversized map books belonging to the Engineering Department and containing
schematic drawings, cemetery plot information and other engineering and urban layout plans spanning
from 1856-1912. Significant progress has been made in preserving Lexington's historic documents but
there remains a continuing need to preserve records from the early 1900s and make them accessible.
It is projected that this will be a yearly request for treatment/digitization/microfilming of records. The
preservation and conservation of permanent records for archiving creates the basis for documenting
Lexington's history for the future.
39. East Village Clock Restoration - $9,f6OO (CPA): This request is to repair and restore the 1914 E.
Howard Clock located in the steeple of Follen Church in East Lexington. The iconic octagonal church
building, added to the National Register of Historic Places in 1976, has housed the village clock owned
by"the Citizens of the East Village" and entrusted to the church since 1914. Ownership of the clock has
passed to the Town of Lexington and the maintenance has been completed by volunteers from the
church and Lexington community. The clock needs professional overhaul, as it is beginning to show
significant signs of distress. The repair and restoration will include the strike trip lever, time and striking
gears, vertical shaft and bevel gear, clock frame and dials.
40. First Parish Clock Restoration - $12,fOOO (CPA): This request is to repair and restore the 1868 E.
Howard clock located in the steeple of the First Parish Church directly across from the historic
Lexington Green. The clock is one of only a few examples still in original working order, as the vast
majority of these clocks have been converted to electric-motored mechanisms or have simply
disappeared. Clocks from the E. Howard Company were considered at the time to be some of the finest
clocks available, and the First Parish Church Clock is a fine example of a small shop build that predates
mass production. This funding would repair the mechanism that drives the three clock faces, along
with the bevel gear, pivots and brushings. To complete the project the clock gear will be restored to it's
original tensions and settings.
41. Munroe Center for the Arts Building Renovation - $6f635,191 ($4,035,191 CPA;
$2,000,000 CPA Debt): See a detailed description under Table VI: CPA Fund Debt.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-25
42. Hancock-Clarke Barn Restoration - $118,419 (CPA): This project request is for funding to
stabilize the Barn located directly behind the 1737 National Historic Landmark Hancock-Clarke House.
This first phase of the project will stabilize the structure and prevent it from collapse, and at the same
time bring it up to code in terms of accessibility, lighting and climate control. The Barn was constructed
c. 1850, measures approximately 24 by 30 feet in size and is currently used for limited storage. The
Barn is in need of a new roof, foundation repairs and modifications to the grounds to prevent water
from entering the basement. Funding will also allow for assessment and trimming of trees surrounding
the building. Subsequent steps will allow the Lexington Historical Society to turn the Barn into a fully
accessible space that will be used year-round for education and other public historic society functions.
43. Affordable Housing Trust pre-funding - $IrSOOIOOO (CPA): Article 12 of 2022-3 Special Town
Meeting, established an Affordable Housing Trust (AHT), which will be a useful tool in the ongoing
effort to increase the stock of affordable housing in Lexington. This request is to fund the Lexington
AHT by providing CPA seed money for affordable housing acquisitions, and to allow the AHT greater
flexibility in purchasing property and competing with for-profit developers in the real estate market.
44. LexHAB Property Acquisition - $400,000 (CPA): This request is to pre-fund the Lexington
Housing Assistance Board (LexHAB) to allow the organization to purchase and convert a single-family
property from a market rate to an affordable unit of housing. Similar to the Affordable Housing Trust,
access to cash funding will allow LexHAB greater flexibility in competing with developers for the
purchase of market rate homes.
45. LexHAB Rehabilitation/Preservation and Installation - $345,,125 (CPA):This FY24 request
seeks funding for the preservation, rehabilitation and restoration of 15 Lexington Housing Assistance
Board (LexHAB) affordable housing units. The scope of the work at these units varies by property.
There will be six rehabilitation and preservation projects at the units which were acquired with CPA
funds, including kitchen and bath renovations, new appliances, furnace and water heater replacement,
fence replacement; and the installation of solar panels at two additional properties. This funding
request will also cover preservation projects at seven LexHAB-operated units not acquired with CPA
funds. These include re-roofing or roof replacement; replacement of doors, porches, decks, stairs and
retaining walls; chimney repairs; electrical work; and exterior painting to prevent damage and failure of
the structures. All improvements are intended to ensure the continued safety and functionality of the
u n its.
46. Transforming Trees Into Art - $22,fOOO (CPA): This request is to take a series of eight stumps
that are located adjacent to the Gallagher Tennis Courts and turn them into public art sculptures
depicting examples of the New England region's avian life. The removal of the 80-100-year-old white
pines which left the stumps was necessitated by their age, height and condition, as well as their
proximity to residential homes along Parker Street and the tennis facility. The resulting sculptures
would be approximately 10 feet tall and would be made by an artist with a chainsaw. These sculptures
would provide an educational and aesthetically pleasing experience for those near the Center
Recreation Complex.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-26
Table Deferred FY2024 and Proposed FY2025-FY2028 Capital Requests
Ongoing Capital Programs-General Fund
Deferred
Dept. Project Name FY2024 FY2025 FY2026 FY2027 FY2028 Total
Innovation&Technology
Application Implementation $ - $ - $ - $ - $ - $ -
Network Core Equipment Replacement $ - $ 400,000 $ - $ 630,000 $ - $ 1,030,000
Municipal Technology Improvement Program $ - $ 390,000 $ 100,000 $ 100,000 $ 100,000 $ 690,000
Network Redundancy&Improvement Plan $ - $ 917,018 $ 495,000 $ 110,000 $ 110,000 $ 1,632,018
Phone Systems&Unified Communications $ - $ 90,000 $ 80,000 $ 60,000 $ 60,000 $ 290,000
1,797,018 $ 675,000 900,000 270,000 3,642,018
Land Use,Health and Development
Transportation Mitigation $ - $ 50,000 $ 80,000 $ 100,000 $ 100,000 $ 330,000
50,000 80,000 100,000 100,000 330,000
Public Facilities
Public Facilities Bid Documents $ - $ 125,000 $ 125,000 $ 150,000 $ 150,000 $ 550,000
Public Facilities Interior Finishes $ - $ 423,488 $ 440,428 $ 458,045 $ 476,367 $ 1,798,328
School Paving and Sidewalks $ - $ 200,000 $ 225,000 $ 250,000 $ 250,000 $ 925,000
Public Facilities Mechanical/Electrical/Plumbing
Replacements $ - $ 916,300 $ 1,309,000 $ 1,485,000 $ 2,046,000 $ 5,756,300
Municipal Building Envelopes and Associated Systems $ - $ 230,655 $ 236,421 $ 242,332 $ 522,581 $ 1,231,989
Building Envelope $ - $ - $ - $ - $ - $ -
School Building Envelopes and Associated Systems $ - $ 264,127 $ 270,600 $ 277,365 is 284,299 $ 1,096,391
2,159,570 2,606,449 :.2,742 $ 3,729,247 $ 11,358,008
Public Works
Townwide Culvert Replacement $ - $ 390,000 $ 390,000 $ 390,000 $ 390,000 $ 1,560,000
Equipment Replacement $ - $ 2,070,000 $ 2,270,000 $ 1,800,000 $ 1,065,000 $ 7,205,000
Sidewalk Improvements $ - $ 800,000 $ 800,000 $ 800,000 $ 800,000 $ 3,200,000
Townwide Signalization Improvements $ - $ 50,000 $ 55,000 $ - $ - $ 105,000
Storm Drainage Improvements and NPDES Compliance $ - $ 570,000 $ 570,000 $ 570,000 $ 570,000 $ 2,280,000
Comprehensive Watershed Stormwater Management $ - $ 390,000 $ 390,000 $ 390,000 $ 390,000 $ 1,560,000
Street Improvements $ - $ 2,707,321 $ 2,726,806 $ 2,746,777 $ 2,767,247 $ 10,948,151
Hydrant Replacement Program $ - $ 75,000 $ 75,000 $ 75,000 $ 75,000 $ 300,000
*Potential future funding from Stormwater .•- 1 • :1. 6,771,777 $ 6,057,247
Schools
LPS Technology Program 1$ - $ 1,331,963 1 $1,430,296 1$ 1,425,753 1$ 1,359,156 1$ 5,547,168
Total .• Programs . $ $12,390,8721.: 1.1 . 1 48,035,345
Ongoing Capital Programs-Enterprise Funds
Deferred
Dept. Project Name FY2024 FY2025 FY2026 FY2027 FY2028 Total
Public Works
Pump Station Upgrades $ - TBD TBD $ - $ - $ -
Sanitary Sewer System Investigation and Improvements $ - $ 1,061,210 $ 1,082,431 $ 1,104,080 $ 1,126,161 $ 4,373,882
Water Distribution System Improvements $ - $ 2,288,900 $ 2,334,670 $ 2,381,360 $ 2,428,987 $ 9,433,917
Hydrant Replacement Program $ - $ 75,000 $ 75,000 $ 75,000 $ 75,000 $ 300,000
Water Tower(s)replacement $ - $ 2,156,250 $ 9,803,750 $ - $ - $ 11,960,000
61 $13,295f85161 441 • 1 4• $ 26fO67f799
Recreation&Community Programs
Pine Meadows Improvements $ - $ 350,000 $ 75,000 $ 100,000 $ - $ 525,000
Pine Meadows Equipment $ - $ - $ 65,000 $ 30,000 $ - $ 95,000
1 111 140,000 111 1 111 620,000
Totala• •. • • $ 'r5,931,360 $13,435,851 $ 3,690,440 'r3,630,148 $ 26,687,799
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-27
• _ Deferred FY2024 I • Proposed FY2025-FY2028 Capital Requests
Ongoing and One-time Capital Projects-CPA Fund
Deferred
Dept. Project Name FY2024 FY2025 FY2026 FY2027 FY2028 Total
Public Facilities Stone Building Renovation and Addition $ - $ 5,150,000 $ 2,950,000 $ 2,400,000 $ - $ 10,500,000
Idylwilde and Poor Farm Meadow
Preservation $ - $ 23,500 $ - $ 30,550 $ - $ 54,050
Land Use,Health and Wright Farm Barn Preservation and
Development Rehabilitation (Step 3) $ - TBD TBD $ - $ - $ -
Lower Vine Brook Trail Improvements $ - $ - $ 100,000 TBD $ - $ 100,000
Cotton Farm/Community Center Connector $ - $ - $ 200,000 $ - TBD $ 200,000
Park and Playground Improvements $ - $ 805,000 $ 1,130,000 $ 300,000 $ - $ 2,235,000
Park Improvements-Athletic Fields $ - $ 480,000 $ - $ - $ 4,180,000 $ 4,660,000
Recreation&Community Park Improvements-Site Amenities $ - $ 30,000 $ - $ 30,000 $ - $ 60,000
Programs Outdoor Pickleball Courts Construction $ - $ - $ - $ 250,000 $ - $ 250,000
Lincoln Park Fitness Stations Equipment $ - $ 100,000 $ - $ - $ - $ 100,000
Lincoln Park Field Improvements $ - $ 530,400 $ 552,000 $ - $ - $ 1,082,400
Town Clerk Archives&Records Management $ - $ 20,000 $ 20,000 $ 20,000 $ 20,000 $ 80,000
Total .• •- 'A Funds911 $ 4,952,000 $ 3,030,550 $ 4,200,000 $ 19,321,450
One-Time Capital Projects-General Fund
Deferred
Dept. Project Name FY2024 FY2025 FY2026 FY2027 FY2028 Total
Replace Pumper Truck $ - $ - $ 875,000 $ - $ - $ 875,000
Fire Heavy Vehicle Extrication Equipment $ - $ 150,000 $ - $ - $ - $ 150,000
Off Road Fire Engine $ - $ - $ - $ - $ 300,000
Ambulance Replacement $ - $ - $ 500,000 $ - $ -
LHS School Project $ - $ 8,000,000 $12,000,000 $380,000,000 $ - $400,000,000
173 Bedford Street Renovation-Design $ - $ 6,000,000 $ - $ - $ - $ 6,000,000
Public Facilities East Lexington Fire Station-Feasibility Study $ - $ 2,000,000 $ 1,000,000 $ 12,000,000 $ - $ 15,000,000
Central Administration Building Demolition $ - $ - $ 1,650,000 $ - $ - $ 1,650,000
Cary Library Children's Room Renovation Project $ - $ 5,500,000 $ - $ - $ - $ 5,500,000
Hartwell Ave.Compost Site Improvements $ - $ - $ 220,000 $ - $ - $ 220,000
Public Parking Lot Improvement Program $ - TBD $ 990,000 TBD $ - $ 990,000
New Sidewalk Installations $ - $ 300,000 $ - $ 3,250,000 $ - $ 3,550,000
Public Works Bedford St.and Hartwell Ave.Long-Range
Transportation Improvements $ - $ - $ 1,950,000 $ - $ - $ 1,950,000
Street Acceptance $ - TBD TBD TBD TBD $ -
Cemetery Columbarium $ - $ 30,000 $ 420,000 $ - $ - $ 450,000
Pine Meadows Clubhouse Renovation $ - $ 1,680,000 $ - $ - $ - $ 1,680,000
Recreation&Community Lincoln Park Field Improvements $ - $ 953,600 $ 992,100 $ - $ - $ 1,945,700
Programs Park Improvements-Athletic Fields $ - $ - $ - $ - $ 2,000,000 $ 2,000,000
Strategic Plan Update $ - $ - $ - $ 100,000 $ - $ 100,000
Innovation and Scanning-Electronic Document $ - $ 110,000 $ - $ - $ - $ 110,000
Technology Management
61120,597,100395,350,000 $ 2,300,000 442,170,700
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
XI-28
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Appendix A.
ProgramImprovementRequests
Shared and Municipal 2000 - 8000
APRIL I Program Improvements
FY2024 Recommended Budget:
Program Improvement Request Summary
Department Not
Program Requests Recommended Recommended
General Fund
Public Facilities $ 24,000 $ $ 24,000
Public Works $ 130,844 $ $ 130,844
Police $ 329,945 $ $ 329,945
Fi re $ 106,438 $ $ 106,438
Library $ 197,594 $ $ 197,594
Recreation - Non-Enterprise $ 20,000 $ $ 20,000
Human Services $ $ $
Land Use, Health and Development $ 231,020 $ 15,000 $ 216,020
Select Board $ 100,000 $ 100,000 $
Town Manager's Office $ 177,458 $ 741727 $ 1021731
Miscellaneous Boards and Committees $ 15,000 $ $ 15,000
Finance $ 133,408 $ $ 133,408
Town Clerk $ 38,523 $ $ 38,523
Innovation &Technology $ $ $
Total General Fund Requests $ 1,504,230 $ 1891727 $ 11314,503
Non-General Fund
Water/Sewer Enterprise $ 121174 $ 121174 $
Recreation Enterprise $ $ $
Tourism Revolving Fund $ 761817 $ 76,817 $
Total Non-General Fund $ 121f174 $ 88,991 $
Combined Requests Total $ 11516,404 $ 278,718 $ 1,314,503
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
A-1
GENERAL FUND Departmental Request Recommendation
Program Description
Public Facilities Compensation Expenses Benefits Total Recommended Not Recommended
2630-Shared Facilities VFA Annual Subscription Fee Is - $ 24,000 $ - $ 24,000 $ - Is 241000
Total Public Facilities $ - $ 24,000 $ - $ 24,000 $ - $ 24,000
Public Works Compensation Expenses Benefits Total Recommended Not Recommended
3210-Highway Maintenance/ Streetscape Maintenance Program $ - $ 28,000 $ - $ 28,000 $ - $ 28,000
3100-Engineering
3300-Public Grounds Assistant Superintendent for Public $ 83,895 $ - $ 18,949 $ 102,844 $ - $ 102,844
Grounds
Total Public Works $ 83,895 $ 28,000 $ 18,949 $ 130,844 $ - $ 130,844
Police Compensation Expenses Benefits Total Recommended Not Recommended
4110-Police Administration Professional Standards Lieutenant $ 149,160 $ - $ 19,895 $ 169,055 $ - $ 169,055
4110-Police Administration Deputy Chief Position $ 9,237 $ - $ - $ 91237 $ - $ 9,237
4110-Investigations and Community Resource Dog $ - $ 20,000 $ - $ 20,000 $ - $ 20,000
Prevention
4140-Investigations and School Resource Officer $ 96,521 $ - $ 19,132 $ 115,653 $ - $ 115,653
Prevention
4110-Investigations and Code Enforcement Officer $ 16,000 $ - $ - $ 16,000 $ - $ 16,000
Prevention
Total Police $ 270,918 $ 20,000 $ 39,027 $ 329,945 $ - $ 329,945
Fire Compensation Expenses Benefits Total Recommended Not Recommended
4220 Fire Prevention Lieutenant Fire Inspector Fs 87,438 $ - $ 19,000 $ 106,438 $ - $ 106,438
Total Fire $ 87,438 $ - $ 19,000 $ 106,438 $ - $ 106,438
Library Compensation Expenses Benefits Total Recommended Not Recommended
5130-Youth Services Full-Time Youth Services Librarian $ 74,978 $ - $ 18,819 $ 93,797 $ - $ 93,797
5120-Adult Services Full-Time World Language $ 74,978 $ - $ 18,819 $ 93,797 $ - $ 931797
Librarian I
5110-Administration Building updates not covered by $ - $ 10 000 $ - $ 10 000
Facilities $ - $ 10,000
Total Library $ 149,956 $ 10,000 $ 37,638 $ 197,594 $ - $ 197,594
Recreation-General Fund Compensation Expenses Benefits Total Recommended Not Recommended
5240-Community Center Non-Program Facility expenses Is - Is 20,000 Is - $ 20,000 $ - Is 201000
Total Recreation-General Fund $ - $ 20,000 $ - $ 20,000 $ - $ 20,000
Land Use,Housing&Development Compensation Expenses Benefits Total Recommended Not Recommended
7120-Administration full time Health Admin support to $ - $ - $ - $ 15,000 $ 15,000 $ -
7130-Conservation Chipping $ - $ 4,000 $ - $ 41000 $ - $ 4,000
7130-Conservation Conservation Regulatory Assistant $ 20,000 $ - $ 290 $ 20,290 $ - $ 20,290
Hours
7200-Planning Housing Officer/Planner $ 75,000 $ - $ 18,820 $ 93,820 $ - $ 93,820
7300-Economic Development Liberty Ride Driver $ 29,880 $ - $ 433 $ 30,313 $ - $ 30,313
7300-Economic Development Full-Time Tour Service Coordinator $ 58,240 $ - $ 18,577 $ 76,817 $ 76,817 $ -
7300-Economic Development Full-time Assistant Visitors Center $ 49,152 $ - $ 18,445 $ 67,597 $ - $ 67,597
Manager
Total Land Use,Housing&Development $ 174,032 $ 19,000 $ 37,988 $ 231,020 $ 15,000 $ 216,020
Select Board Compensation Expenses Benefits Total Recommended Not Recommended
8110-Select Board Office LexMedia Supplemental Funding $ - Is 100,000 Is - Is 100,000 Is 100,000 Is Total Select Board $ - $ 100,000 $ - $ 100,000 $ 100,000 $ -
Town Manager Compensation Expenses Benefits Total Recommended Not Recommended
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
A-2
8220-Human Resources Hiring of a Benefits Assistant $ 64,070 $ - $ 18,661 $ 821731 $ - $ 821731
8220-Human Resources Full-time Administrative Assistant $ 26,609 $ - $ 18,118 $ 44,727 $ 44,727 $ -
8220-Human Resources Classification and Compensation $ - $ 30,000 $ - $ 30,000 $ 30,000 $ -
8210-Org.Dir.&Admin. Lexington HeatSmart Program $ - $ 20,000 $ - $ 20,000 $ - $ 20,000
Total Town Manager $ 90,679 $ 50,000 $ 36,779 $ 177,458 $ 74,727 $ 102,731
Town Committees Compensation Expenses Benefits Total Recommended Not Recommended
8320-Misc.Boards& Human Rights Committee $ - $ 5,000 $ - $ 5,000 $ - $ 5,000
Committees
8320-Misc.Boards& Lexington Council for the Arts $ - $ 10,000 $ - $ 10,000 $ - $ 10,000
Committees
Total Town Committees $ - $ 15,000 $ - $ 15,000 $ - $ 15,000
Finance Compensation Expenses Benefits Total Recommended Not Recommended
8410-Comptroller Tyler ERP/Cashiering Module $ - $ 133,408 1$ - $ 133,408 $ - Is 133,408
Total Finance $ - $ 133,408 $ - $ 133,408 $ - $ 133,408
Town Clerk Compensation Expenses Benefits Total Recommended Not Recommended
8500-Town Clerk Archivist/Records Officer $ 20,494 $ - $ 18,029 $ 38,523 $ - Is 38,523
Total Town Clerk $ 20,494 $ - $ 18,029 $ 38,523 $ - $ 381523
Total General Fund $ 877,412 $ 419,408 $ 207,410 $ 11504,230 $ 189,727 $ 11314,503
NON-GENERAL FUND
Water/Sewer Enterprise Compensation Expenses Benefits Total Recommended Not Recommended
3600-Water Leadman Upgrade $ 6,000 I$ - $ 87 $ 6,087 $ 6,087 $ -
3700-Sewer Leadman Upgrade $ 6,000 I$ - $ 87 $ 6,087 $ 6,087 $ -
Total Water/Sewer Enterprise $ 12,000 $ - $ 174 $ 12,174 $ 12,174 $ -
Tourism Revolving Fund Compensation Expenses Benefits Total Recommended Not Recommended
7300-Economic Full-Time Tour Service $ 58,240 $ - $ 18,577 $ 76,817 $ 76,817 $ -
Development Coordinator
Total Tourism Revolving Fund $ 58,240 $ - $ 18,577 $ 76,817 $ 76,817 $ -
Total Non-General Fund $ 70,240 $ - $ 18,751 $ 88,991 $ 88,991 $ -
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
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Budget Bylaw - Table of Contents
Action of: Paae
TOWN MANAGER
Departmental Budget Information, Request for
B-2
School Budget Information, Request for
B-2
Capital Expenditures Information, Request for B_3
Town Budget, Submission to Select Board
B-4
Capital Expenditures Budget, Submission to Select Board B_4
SELECT BOARD
Town Budget, Recommendations on B_5
Capital Budget, Recommendations on
B-5
Submission of Budget to Town Meeting
B-5
APPROPRIATION COMMITTEE
Town Budget, Report on
B-6
Town Budget Report, Explanation of
B-6
CAPITAL EXPENDITURES COMMITTEE
Capital Expenditures Report
B-7
This document summarizes local and state law regarding town budget preparation and submission.
References are made to Massachusetts General Laws, the bylaws of the Town of Lexington, the
Lexington Selectmen-Town Manager Act, and the Administrative Directives of the Lexington Town
Manager. Those references offering the greatest amount of information on the given topic have been
fisted first.
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
B-1
The Town Manager
The Town Manager is appointed by the Select Board to oversee the daily operations of the Town, to
administer the policies and procedures of the Board, and to enforce all bylaws and actions passed at
Town Meetings. The Manager is the Chief Executive Officer of the Town, and his/her authority and
responsibilities are established in the Selectmen-Town Manager Act of 1968 (at page A20107 -
Appendix §A201 Special Acts).
REQUEST FOR DEPARTMENTAL BUDGET INFORMATION
TO OCCUR: Annually, at Town Manager's request
REFERENCE: Selectmen-Town Manager Act §13 (Appendix §A201 Special Acts at page A20113)
The Town Manager may request all boards, departments, committees, commissions and officers of the
Town, except the School Committee, to submit to him/her in writing a detailed estimate of the
appropriations required for the efficient and proper conduct of the respective departments and offices
during the next fiscal year.
REQUEST FOR SCHOOL BUDGET INFORMATION
TO OCCUR: Annually, at Town Manager's request
REFERENCE: Selectmen-Town Manager Act §13 (Appendix §A201 Special Acts at page A20113)
The Town Manager may request from the School Committee a total budget estimate for the next fiscal
year.
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
B-2
The Town Manager (continued
REQUEST FOR CAPITAL EXPENDITURES INFORMATION
TO OCCUR: Annually, at Town Manager's request
REFERENCE: Selectmen-Town Manager Act §12 (Appendix §A201 Special Acts at page A20113)
Sections 29-13 and 29-14 of the Code of the Town of Lexington
All boards, departments, committees, commissions and officers of the Town shall annually submit to
the Town Manager and to the Capital Expenditures Committee in writing a detailed estimate of the
capital expenditures (as defined below) required for the efficient and proper conduct of their respective
departments and offices for the next fiscal year and the ensuing four year period.
Definitions of Capital Expenditures
Per Section 29-14 of the Code of the Town of Lexington, "Capital Expenditures shall mean any and all
expense of a non-recurring nature not construed as an ordinary operating expense, the benefit of
which will accrue to the Town over an extended period of time."
Per the Manager's budget, "A capital project is defined as a major, non-recurring expenditure including
at least one of the following:
• acquisition of land for a public purpose;
• construction of, or addition to, a facility such as a public building, water or sewer lines, or
playfields, etc.;
• rehabilitation or repair of a building, facility, or equipment; provided the cost is $25,000 or
more and the improvement will have a useful life of 10 years or more;
• purchase of equipment costing $25,000 or more, with a useful life of 5 years or more (all
cars are defined to be non-capital items);
• any planning, engineering or design study related to an individual capital project."
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
B-3
The Town Manager (continued)
SUBMISSION OF TOWN BUDGET TO SELECT BOARD
TO OCCUR: On the specified date
REFERENCE: Section 90-12 of the Code of the Town of Lexington
Selectmen-Town Manager Act §13 (Appendix §A201 Special Acts at page A20113)
Section 12. The Town Manager shall annually submit to the Select Board, the Appropriation
Committee, and the Capital Expenditures Committee for their consideration a proposed budget,
revenue statement and tax rate estimate on a date specified no later than September 30 by the Select
Board after consultation with the School Committee, Appropriation Committee and the Capital
Expenditures Committee.
SUBMISSION OF CAPITAL EXPENDITURES BUDGET TO SELECT BOARD
TO OCCUR: Annually
REFERENCE: Selectmen-Town Manager Act §12 (Appendix §A201 Special Acts at page A20113)
The Town Manager shall submit in writing to the Select Board and to the Capital Expenditures
Committee a careful, detailed estimate of the recommended capital expenditures for the new fiscal
year and the ensuing four year period, showing specifically the amount necessary to be provided for
each office, department and activity and a statement of the amounts required to meet the interest and
maturing bonds and notes or other indebtedness of the Town.
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The Select Board
Lexington's charter establishes an elected five-member Select Board to oversee the executive branch of
Town government. Select Board Members are elected for three-year terms and are responsible for the
general direction and management of the property and affairs of the Town.
RECOMMENDATIONS ON TOWN BUDGET
TO OCCUR: Prior to the Annual Town Meeting
REFERENCE: Selectmen-Town Manager Act §13 (Appendix §A201 Special Acts at page A20113)
Mass. General Law Ch. 41, §60
The Select Board shall consider the proposed budget submitted by the Town Manager and make such
recommendations relative thereto as they deem expedient and proper in the interest of the Town. The
Select Board shall transmit a copy of the budget together with their recommendations relative thereto
to the Appropriation Committee and, for its information, a copy to the Capital Expenditures Committee.
RECOMMENDATIONS ON CAPITAL BUDGET
TO OCCUR: Prior to the annual Town Meeting
REFERENCE: Selectmen-Town Manager Act §12-13 (Appendix §A201 Special Acts at page A20113)
The Select Board shall consider the capital budget submitted by the Town Manager and make such
recommendations relative thereto as they deem appropriate and proper in the interests of the Town.
The Select Board shall transmit a copy of the capital budget together with their recommendations
relative thereto to the Appropriation Committee and to the Capital Expenditures Committee.
SUBMISSION OF BUDGET TO TOWN MEETING
TO OCCUR: At least four weeks prior to the date when the Annual Town Meeting is scheduled to
consider the budget.
REFERENCE: Section 90-13 of the Code of the Town of Lexington
The Select Board shall submit a budget at the annual Town Meeting. The Select Board's proposed
budget shall be distributed to the Appropriation Committee, the Capital Expenditures Committee, and
to each Town Meeting Member at least four weeks prior to the date when the Annual Town Meeting is
scheduled to consider it.
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
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The Appropriation Committee
The Appropriation Committee is anine-member board appointed by the Town Moderator. Members
are appointed to three-year overlapping terms and serve to evaluate the fiscal policies and priorities set
by the Select Board and the Town Meeting. The Committee advises Town Meeting Members on
financial proposals, analyzes operating budget proposals, makes fiscal projections, and reviews funding
for proposed capital improvements. The Committee's approval is required to use reserve funds for
unanticipated operating costs.
APPROPRIATION COMMITTEE REPORT ON TOWN BUDGET
TO OCCUR: Prior to the Annual Town Meeting
REFERENCE: Section 29-11(A) of the Code of the Town of Lexington
Mass. General Law Ch. 39, §16
The Committee shall prior to each annual town meeting for the transaction of business prepare, publish
and distribute by making copies available at the Office of the Town Clerk and at Cary Memorial Library,
and by mailing or otherwise distributing to each town meeting member a review of the budget adopted
by the Select Board to be considered at the Annual Town Meeting. This review will include the
Committee's advice and recommendations with reference to the various appropriations of town funds,
and other municipal matters coming before such town meeting. The Appropriation Committee shall
include in its report an assessment of the budget plan based on all the data available to it concerning
the next year's revenues and expenses as well as a projection for future years' revenues and expenses.
This publication may be combined with and distributed at the same time as the Capital Expenditures
Committee Report (Section 29-13(B) of the Code of the Town of Lexington).
EXPLANATION OF APPROPRIATION COMMITTEE REPORT
TO OCCUR: At the annual Town Meeting
REFERENCE: Section 29-11(B) of the Code of the Town of Lexington
The Appropriation Committee shall explain its report with advice and recommendations and it shall also
at each special Town meeting give its advice and recommendations with reference to any appropriation
of the Town funds or other municipal matter coming before such special Town meeting.
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
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The Capital Expenditures Committee
The Capital Expenditures Committee is a five to seven member board appointed by the Town
Moderator. Members are appointed to three-year overlapping terms and consider the relative need,
timing and cost of capital expenditure projects proposed for the ensuing five-year period.
CAPITAL EXPENDITURES REPORT
TO OCCUR: Prior to the annual Town Meeting
REFERENCE: Section 29-13 of the Code of the Town of Lexington
Each year the Capital Expenditures Committee shall request and receive from the Town boards and
departments a list of all capital expenditures that may be required within the ensuing five-year period.
The Committee shall consider the relative need, timing and cost of these projects, the adequacy
thereof and the effect these expenditures might have on the financial position of the Town.
The Committee shall prior to each annual meeting for the transaction of business prepare, publish and
distribute by making copies available at the office of the Town Clerk and at Cary Memorial Library, and
by mailing or otherwise distributing to each Town meeting member, a report of its findings, setting
forth a list of all such capital expenditures together with the Committee's recommendations as to the
projects that should be undertaken within the five-year period and the approximate date on which each
recommended project should be started. This publication may be combined with and distributed at the
same time as the Appropriation Committee report.
FY2024 Town Manager's Preliminary Recommended Budget& Financing Plan January 20, 2023
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IIIIIIIIIIIIII iiiiiiiiiii i
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Glossary
ABATEMENT - An Abatement is a reduction of a tax liability. The Board of Assessors grants
abatements for real estate and personal property taxes in cases where an individual's assessed
valuation is determined to be in excess of fair market value.
ACCRUAL BASIS FOR ACCOUNTING - A method of accounting that recognizes revenue when
earned, rather than when collected, and recognizes expenses when incurred, rather than when paid. In
Massachusetts, cities and towns must use this basis of accounting for the audited financial statements
of Enterprise funds. (Also see Modified Accrual Basis of Accounting).
APPROPRIATION - An authorization granted by Town Meeting to make expenditures and to incur
obligations for specific purposes. Appropriations for any expenditure specify dollar amounts, funding
sources, and a period of time within which the funds must be spent. Any funds not expended within
the specified time (usually one fiscal year) revert to the Unreserved Fund Balance.
APPROPRIATED BUDGET - As used in fund summaries and department summaries within the
budget document, represents the current year budget as originally adopted by Town Meeting. It does
not include prior year encumbrances.
ARTICLE - An article or item on the Town Warrant. There are four standard financial articles that
appear in the Warrant every year: the Operating Budget Article; an Article for"Supplementary
Appropriations for the Current Fiscal Year" (the current fiscal year was appropriated at the previous
year's Town Meeting); an Article for Prior Years' Unpaid Bills; and an Article for supplementary
appropriations for previously authorized capital improvement projects. ""New"capital project requests
and other special items generally appear as individual articles without a predetermined order.
ARTICLE TRANSFERS - Projects from previous year Town Meeting article appropriations occasionally
have unexpended balances not required once the project is complete. The unexpended balance
becomes available for future Town Meeting appropriation.
ASSESSED VALUATION - The valuation of real estate or other property determined by the Town
Assessor for tax levying purposes. The Commonwealth certifies the values and methodology in
determining values every five years.
ASSETS - Property, plant and equipment owned by the Town.
AUDIT - An examination of the town's financial systems, procedures, and data by a certified public
accountant (independent auditor), and a report on the fairness of financial statements and on local
compliance with statues and regulations. The audit serves as a valuable management tool for
evaluation of the fiscal performance of a community.
BUDGETARY FUND BALANCE (also FREE CASH) - Remaining, unrestricted funds from operations
of the previous fiscal year including unexpended free cash from the previous year, actual receipts in
excess of revenue estimates shown on the tax recapitulation sheet, and unspent amounts in budget
line-items. Unpaid property taxes and certain deficits reduce the amount that can be certified as free
cash. The calculation of free cash is based on the balance sheet as of June 30, which is submitted by
the Comptroller. Free cash is not available for appropriation until certified by the Director of Accounts
at the Department of Revenue.
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BOND - A written promise to pay a specified sum of money - called the face value or principal amount
- at a specified date in the future, called the maturity date(s), together with periodic interest at a
specified rate. The difference between notes, usually one year or two years in length, and a bond is
that the latter runs for a longer period of time. State statute and the Select Board establish the length
of a bond repayment.
BOND ANTICIPATION NOTE (BAN or Note) - A temporary note issued for no more than one or
two years. This is commonly used to defer the initial pay down of debt or to accommodate
reimbursement for borrowed notes from a private source or other governmental entity.
BUDGET - A plan of financial operation embodying an estimate of proposed expenditures for a given
period with proposed means of financing. Lexington's budget is a financial plan that is established for
a single fiscal year that begins on July 1 and ends on June 30.
BUDGET MESSAGE (Town Manager's Transmittal Letter) - The opening section of the budget
that provides the Select Board, Town Meeting Members, and the general public with a general
summary of the most important aspects of the budget, changes from the current and previous fiscal
years, and the recommendations of the Town Manager.
CAPITAL EXPENDITURE - A major, non-recurring expenditure involving land acquisition,
construction or major rehabilitation of a facility, or purchase of equipment costing $25,000 or more
with a useful life of five years or more.
CAPITAL IMPROVEMENT PROGRAM (CIP) - A financial planning and management tool that
identifies public facility and equipment requirements, presents these requirements in order of priority,
and schedules them for funding and implementation.
CEMETERY FUND - See Special Revenue Fund.
CHAPTER 90 - Massachusetts General Laws Chapter 90, Section 34 authorizes the Commonwealth to
allocate funds to municipalities for highway construction, preservation and improvement projects that
create or extend the life of capital facilities. Routine maintenance operations such as pothole filling and
snow and ice removal are not covered. The formula for determining the Chapter 90 level of funding is
based on a municipality's miles of public ways, population and level of employment. Municipalities
receive Chapter 90 funds for pre-approved projects on a reimbursement basis.
CHERRY SHEET - The State allocates a portion of generated revenue to municipalities each year for
education and general governmental expenditures. The amount of state aid each community will
receive is itemized in a financial statement printed on cherry colored paper (thus the name). The
amount of revenue is a function of the State budget, which begins July 1st. Towns usually receive
notification in late summer, subsequent to the beginning of the fiscal year.
COMMUNITY PRESERVATION ACT (CPA) - A local acceptance statute approved by Lexington
voters in 2006. The purpose of the CPA is to fund open space, affordable housing, historic
preservation and recreation projects that meet the eligibility criteria of the Act. Funding for projects
comes from an annual property tax surcharge of up to three percent, which is the percentage adopted
in Lexington. The local surcharge is matched by State funds collected as part of the deeds excise tax.
The matching funds have ranged from 100% in 2007 to 17.8% in 2017.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
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COMMUNITY PRESERVATION COMMITTEE (CPC) - This nine-member appointed Committee
reviews projects and determines their eligibility under the CPA. Projects that are approved by the
Committee are then recommended to Town Meeting, which has the final vote on appropriating funds
for each project. Members of the CPC are appointed by the Select Board (3), Planning Board,
Conservation Commission, Recreation Committee, Housing Authority, Housing Partnership and
Historical Commission.
COMPETITIVE BIDDING PROCESS - The process following State law requiring that for purchases of
$50,,000 or more a Town must advertise, solicit and publicly open sealed bids from prospective
vendors. After a review period, the Town Manager then awards a contract to the successful bidder.
CONTINUING BALANCE ACCOUNTS - At the end of a fiscal year, any unexpended balance in a
continuing balance account carries forward to the next year as a type of reserve against future
liabilities related to the account. Massachusetts General Laws provides for a number of continuing
balance accounts including those for: workers compensation claims, property and liability uninsured
losses, and unemployment compensation claims. A continuing balance account is also typically used to
fund compensated absence liabilities, facility repair accounts and equipment replacement accounts.
DEBT EXCLUSION - The amount of taxes assessed in excess of the Proposition 21/2 levy limit for the
payment of debt service costs, subject to a popular referendum. Two-thirds of the Select Board and a
majority of citizens voting must approve the exclusion. These funds are raised to retire the debt
service for the project. They are not added to the tax levy limit for the following fiscal year.
DEBT SERVICE - Payment of interest and principal on an obligation resulting from the issuance of
bonds.
DEPARTMENT - A division of the Town that has overall management responsibility for an operation or
group of related operations within a functional area.
DEPRECIATION - 1) Expiration in the service life of capital assets attributable to wear and tear,
deterioration, and inadequacy of obsolescence. 2) That portion of the cost of a capital asset that is
charged as an expense during a particular period. Depreciation is based on historic costs, not
replacement value.
ELEMENT - The smallest unit of budgetary accountability, which encompasses specific and
distinguishable lines of work performed for the purpose of accomplishing a function for which the Town
is responsible.
ENCUMBRANCE - To encumber funds means to set aside or commit funds for a future expenditure.
Encumbrances include obligations in the form of purchase orders, contracts or salary commitments,
which are chargeable to an appropriation and for which a part of the appropriation is reserved.
ENTERPRISE FUND - An account supported by user fees for a specific service that the Town
operates as a separate "business" (e.g. Water, Sewer, Recreation). Enterprise funds do not depend on
taxes for operating revenue as user fee revenue and expenses are balanced over the long run.
Budgeting for all Enterprise Funds is done on a Generally Accepted Accounting Practices (GAAP) basis.
EXPENDITURE - Decrease in net financial resources for the purpose of acquiring and providing goods
and services.
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EXPENSES - Outflows or other using up of assets or incurring of liabilities during a period from
delivering or producing goods, rendering services or carrying out other activities that constitute the
entity's ongoing major or central operations. Expenses consist of the following objects of expenditure:
Utilities, Supplies and Materials, Contractual Services, and Equipment.
FINES & FORFEITURES - Revenue collected from court fines, penalty charges for overdue taxes
along with non-criminal fines are included in this category.
FREE CASH - see Budgetary Fund Balance.
FUND BALANCE - The excess of assets over liabilities.
FUNDING SOURCE - The specifically identified funds allocated to meet budget requirements/
expenses.
GENERAL FUND - Revenues derived from the tax levy, state aid, local receipts and available funds are
considered General Fund revenues. The General Fund is distinguished from Enterprise Funds and
Special Revenue Funds.
GFOA - Government Finance Officers Association of the United States and Canada. The GFOA is a
professional organization of governmental finance officers.
GRANT - A contribution by one government unit or outside agency to another governmental unit. The
contribution is usually made for a specific purpose but is sometimes for general purposes.
INVESTMENT INCOME - The Town earns interest on cash held in savings accounts and invested in
short-term securities. The investment goal is to ensure that all funds are invested in short-term, risk-
averse investments. The Treasurer is very restricted as to the instruments in which investments can be
made. The amount of investment income is a function of the amount of funds invested and the interest
rate.
LIABILITY - Debt or other legal obligation which must be paid, renewed or refunded at some future
date, but does not include encumbrances.
LOCAL RECEIPTS - A category of revenue sources including municipal and school department
charges for services, investment income, fines and forfeitures, building permits and excise taxes.
These revenues are not considered part of the Proposition 21/2 Tax Levy.
MASSACHUSETTS SCHOOL BUILDING AUTHORITY (MSBA) - A program of the Commonwealth
of Massachusetts for the purpose of assisting municipalities in the reconstruction and renewal of its
public schools.
MODIFIED ACCRUAL BASIS FOR ACCOUNTING - A method of accounting that recognizes revenue
when it is actually received and recognizes expenditures when a commitment is made. In
Massachusetts, cities and towns must use this basis for accounting for the general government.
MOTOR VEHICLE EXCISE - All Massachusetts vehicle owners who have their vehicle(s) registered in
the State of Massachusetts pay an annual motor vehicle excise tax to the city or town in which they
reside. The Registry of Motor Vehicles creates a listing of all vehicles registered in Lexington and the
book value assigned to each vehicle. The Town uses this information to bill all owners an annual tax
equal to 21/2 percent or $25 for each $1,000 of the vehicle's value.
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MWRA - Massachusetts Water Resources Authority, from which the Town purchases water at a
wholesale rate in the form of annual assessments to the Water and Wastewater (Sewer) departments.
OPEB - Other Post-Employment Benefits refer to the Town's fiscal obligation to provide health, dental
and life insurance benefits to qualified retirees. Over the next 30 years, the Town's OPEB liability is
approximately $150 million. In FY2009, the Town began funding an OPEB Trust Fund for the purpose
of reducing the liability. (See page C-3 for the current balance in the Fund.)
OPERATING BUDGET - The portion of the budget that pertains to daily operations, which provides
basic services for the fiscal year. The operating budget contains appropriations for such expenditures
as personnel, supplies, utilities, materials, travel, and fuel and the proposed means of financing them.
OPERATING EXPENDITURE - An ongoing or recurring cost of performing a function or providing a
service. Operating expenditures include personal services, supplies and materials, utilities, contractual
services, minor equipment, and debt service.
OPERATING OVERRIDE - An action taken by the voters of the town to exceed the limit placed on tax
revenue growth by the State tax limitation law known as Proposition 21/2. The tax levy limit can be
exceeded only if a majority of residents voting approve an override. This sum is then added to the
base levy for the next fiscal year and becomes a permanent addition to the tax levy limit.
OTHER EXCISE (Hotel/Motel, Meals and let Fuel) - Lexington hotels and motels charge an
11.7% room tax to guests, which includes a 6% local option. Lexington restaurants collect a 7.0%
sales tax, which includes a 0.75% local option. A portion of the jet fuel tax collected at Hanscom airport
is distributed to Lexington. These revenues are collected by the Department of Revenue and
distributed to the Town of Lexington on a quarterly basis. (See page II-4 of the Revenue Section).
OTHER FEES AND CHARGES - Revenue is received from fees or charges by the Building & Zoning,
and Planning Departments, and the Department of Public Works. Also included in this category are
collections from ambulance fees, municipal liens, and building rentals.
OVERLAY - The amount reserved for funding property tax abatements and exemptions granted by the
Board of Assessors.
PARKING FUND - Revenue from electric vehicle (EV) charging stations, town parking meters, pay-by-
phone, and parking permits are deposited into the Parking Fund. This fund helps offset the costs of
Police Department personal services and parking meter expenses, and Department of Public Works
expenses directly related to parking lot maintenance and EV charging station maintenance and
operations.
PERSONAL SERVICES - A line on the program, subprogram and element sheets which refers to the
total of the following objects of expenditure: Wages, Overtime, and Other Compensation.
PROGRAM - A group of related activities performed by one or more organizational units for the
purpose of accomplishing a function for which the Town is responsible.
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PROPOSITION 21/2 - A tax limitation measure passed by Massachusetts voters in 1980 which limits
the growth of the total property tax levy to 2.5% per year. In other words, the total revenue allowed
to be raised through real estate and personal property taxes cannot increase by more than 2.5% from
one fiscal year to the next. New construction values are in addition to this limit. Two provisions within
Proposition 21/2 allow the citizens of a community by popular vote to authorize the Town to raise taxes
above the tax levy limit: an operating override or a debt exclusion. (See page xxiii of the Town
Manager's Report for an Override History.)
RECREATION FEES - Users of Town recreational facilities and teams participating in Town sponsored
sports pay fees for these services. Revenue collected from these fees covers the costs of maintaining
facilities, providing coaches and referees, and recreation program management, as well as some
Recreation related capital improvements. These recreation programs are managed through a
Recreation Enterprise Fund.
RESERVE FUND - An amount set aside annually within the budget of a city or town to provide a
funding source for "extraordinary and unforeseen" expenditures. In a town, the Finance (or
Appropriation) Committee can authorize transfers from this fund. (See page C-4 for the a history of
the funding and use of Lexington's Reserve Fund.)
RETAINED EARNINGS - The equity account reflecting the accumulated earnings of the enterprise
funds.
REVENUE - Budgetary resources. The various revenues the Town receives are listed in the Revenue
Summary in the Budget Overview section. (See page II-4.)
SCHOOL REVENUE - Revenue received by Lexington Public Schools from athletic fees, as well as
applicable bus transportation fees.
SENIOR MANAGEMENT TEAM - A group of top managers including department heads from ten
departments and the Town Manager's Office.
SEWER&WATER CHARGES - The Town operates Water and Sewer Enterprise Funds to manage
these municipal operations. Users of sewer and water services provided by the Town pay charges
depending upon metered usage. Revenue received from charges for sewer and water services is used
to fully support the costs of utility operations, such as Massachusetts Water Resources Authority
(MWRA) assessments, debt service obligations, personal service costs, and capital projects. Charges
for services are based on a three-tier block rate structure corresponding to usage. Charges rise as
usage increases. The Town pays the MWRA assessments to supply water and dispose of Town sewage.
SPECIAL REVENUE FUND - A group of accounts that are funded by revenues from other sources
such as the Parking, Cemetery, and Public Education Government (PEG) Access Funds.
STABILIZATION FUND - Massachusetts General Law Ch.40, Sec. 5B, allows a municipality to
appropriate in any year an amount not exceeding ten percent of the amount raised in the preceding
fiscal year; the aggregate amount in the fund shall not exceed ten percent of the equalized valuation of
the municipality. The treasurer shall be custodian of the fund and may invest the proceeds legally; any
interest earned shall remain with the fund. Money from the Stabilization Fund may be appropriated for
any lawful purpose by a two-thirds vote of Town Meeting. In addition to the General Stabilization Fund,
the town has stabilization funds for specific purposes, including the Transportation Demand
Management Fund, Traffic Mitigation Fund, Special Education Stabilization Fund, and the Capital
Stabilization Fund. (See page C-3 for the current balances in the Town's Stabilization Funds.)
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TAX LEVY - The total amount to be raised through real estate and personal property taxes. Lexington
property owners pay taxes to the Town based on the assessed value of their real and/or personal
property. Each year the Select Board conducts a tax classification hearing to determine a tax rate. The
Town Assessor makes adjustments to real estate values in order to properly reflect fair market value.
In addition to real estate, businesses may also pay a personal property tax (set at the commercial rate)
based on the value of their professional equipment, furniture and fixtures. The amount of taxes a
property owner pays is determined by multiplying the applicable tax rate by the valuation. For
example, if the tax rate is $13 and a property's assessed value is $1,000,000, the property owner will
pay $13 times 1,000 ($1,000,000/1,000), or $13,000. Tax levy revenues are the largest source of
funding for the Town.
TAX LEVY LIMIT - The maximum amount that can be raised by a municipality within Proposition 21/2.
TAX RATE - The amount of tax levied for each $1,000 of assessed valuation.
TRANSPORTATION NETWORK COMPANY (TNC) SPECIAL REVENUE FUND - A 2018 state law
began regulating Transportation Network Companies (TNCs - e.g., Uber and Lyft). Part of that law
established a surcharge of $0.40 per ride, of which $0.20 is returned to the community where the ride
originated. Those funds are distributed by the state each year, and must be appropriated by Town
Meeting for projects that offset the impact of the TNCs.
USER FEES - Fees paid for direct receipt of a public service by the user or beneficiary of the service.
FY2024 Town Manager's Preliminary Recommended Budget & Financing Plan January 20, 2023
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AGENDA ITEM SUMMARY
LEXINGTON SELECT BOARD MEETING
AGENDA ITEM TITLE:
Discuss Schedule for American Rescue Plan Act (ARPA) Requests on Future Meeting
Agendas
PRESENTER: ITEM
NUMBER:
Jim Malloy, Town Manager
I.8
SUMMARY:
Category: Brainstornung
Previously, the Select Board had decided to go to a quarterly schedule for ARPA requests coming before the
Select Board. The plan is to have submissions from staff by the end of February with those being vetted and
provided to the Select Board by mid-March to be on the agenda for the first meeting in April(scheduled for
April 10).
There maybe some individual items the Select Board wishes to take up prior to that time. Some items that
have been discussed are the Center Charette and tablets for Annual Town Meeting should there be a need for
the Town to provide tablets for any Town Meeting members and there maybe other"off-cycle" requests the
Select wishes to consider.
SUGGESTED MOTION:
No motion required.
FOLLOW-UP:
DATE AND APPROXIMATE TIME ON AGENDA:
2/6/2023 9:20pm