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HomeMy WebLinkAboutAd-Hoc Budget Schedule Committee 2007-11-14-BSAH-rpt (superseded)LEXINGTON, MASSACHUSETTS Report of Ad-Hoc Budget Schedule Committee NOVEMBER 14, 2007 CONTENTS Introduction 3 Summary Findings 4 Optimal Budget Schedule 5 Appendix 1: Override elections in Lexington 9 Appendix 2: Example of an Optimal Schedule 10 Appendix 3: Overrides in Towns with Representative Town Meetings 12 INTRODUCTION The Ad Hoc Budget Schedule Cotittee was appointed by the Lexington Board of Selectmen in August 2007. Members are chair Tom Diaz (School Committee), Helen Cohen (School Committee), Bonnie Brodner (Town Meeting Member, Precinct 3), Mary Ann Stewart (Town Meeting Member, Precinct 1), Nortn Cohen (Board of Selectmen), George Burnell (Board of Selectmen), and Andy Friedlich (Town Meeting Meinber, Precinct 5). Nonvoting liaisons: Susan McLeish (Appropriation Committee), David Kanter (Capital Expenditures Committee), and Pain Hoffman (Appropriation Committee). The cotntnittee was asked to "study and recommend a budget schedule to accommodate operating overrides, when necessary, earlier than the first week of June."' • Lexington's history features a town budget prepared between the fall and the following February, town elections on the first Monday in March,2 and the Annual Town Meeting in late March— usually about three weeks following the elections- -which includes approval of a town budget. Operating override elections, if needed, have been scheduled by the Board of Selectmen following Town Meeting's approval of a contingent budget. As with any election, an override election requires 35 days of preparation following the Selectmen's vote to hold the election.) Beginning in 1988, Lexington has had twelve. override elections. In three elections, questions were defeated. In 2006, hvo of the four operating override questions were defeated. In 2003, the single operating override question was defeated, and in 1997 the single debt exclusion question was defeated. Operating overrides have been in early to mid June. (See Appendix 1: Override elections in Lexington.) In two years, 2003 and 2006, significant numbers of town employees were laid off as a result of override failures — school, library, and municipal employees in 2003, and school employees in 2006. Even in years in which overrides pass, town employees and hiring managers face an uncertain situation until the override election is over. The schools hire significant numbers of people every year—about 100 in 2007 and are especially affected in their efforts to recruit new teachers, to compete for teachers with specialized skills, and to diversify their workforce. The Town has an interest in making this period of uncertainty shorter, by making operating override elections earller.3 1 From charge to this committee, adopted by the Lexington Board of Selectmen, July 31, 2007. 2 In years of presidential primaries, such as 2008, town elections are held on the first Tuesday in March instead ---the same day as the primary. Debt exclusion overrides, which can occur at any time on the calendar, are not germane to this committee's work, since the committee is mainly concerned with effects of overrides on hiring. 3 SUMMARY FINDINGS The committee studied and discussed several alternatives: 1. Hold town elections in November, allowing Town Meeting to convene much earlier. This attracted interest but is contravened by state law, which requires our annual town elections to be held in February -May. (i1{GL Ch. 39, 9A) A change of election date would also require a change of town bylaws. 2. Schedule override elections on the first Monday in Match, on the same day as town elections —that is, before Town Meeting convenes. 3 . Collapse the schedules for both the budget and Town Meeting as much as possible, to make an override election as early as possible. The result is called an "optimal schedule" in this report. The committee recommends the third course of action --- option 3 —and it will be discussed in more detail later in this report. Option 2 was researched and discussed. There are towns that conduct overrides before their annual town meetings actually vote on the budget. However, there are few doing so that also have representative town meetings. In Lexington's political culture, the committee believes this option would require the budget to be completed extremely early (including approval by the elected boards), because voters and campaigners would expect the usual level of budget detail in the Yes and No override campaigns. A budget might have to be completed in December if it were to be the subject of a March 1 override, and yct,, for reasons explained later, budgets are not likely to be fully approved before February. There was also a consensus in the committee that members of our representative town meeting would feel disenfranchised by an override campaign and election that prejudged the budget to be presented to the annual Town Meeting. Option 3 would allow overrides to be scheduled as early as the second half of April, if the department heads and their governing boards, seeing the necessity of an override, were to make an early override a very high priority. The Superintendent comments' that a mid -April override would be enormously advantageous compared with our current situation, in which a great deal of hiring is delayed until the summer. 4 Private communication between Superintendent P. Ash and "1". Diaz, Q4 2007. 4 OPTIMAL BUDGET SCHEDULE An optimal budget provides an override election at the earliest possible date while meeting the constraints of the laws and bylaws governing the budget process, while informing and satisfying the general public, and without changing the circumstances in which Town Meeting votes the budget. The constraints unposed by the law are summarized first. LAG FROM BUDGET TO TOWN MEETING The Selectmen are legally required to submit a budget four weeks before it is taken up by Town Meeting. Section 90 -13. Submission of budset to Town Meeting. [Added 4 -5 -1989 ATM by Art. 48; amended 4 -10 -2000 ATM byArt. 231 The Selectmen shall submit a budget at the Annual Town Meeting The Selectmen's proposed budget shall be distributed to the Appropriation Committee, 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. REVIEW BY APPROPRIATION COMMIT 1tiE Section 118 -12. Motions and order of business. D. No motion canying an expenditure or appropriation of money, except where such expenditure it required by law, shall be acted upon at any town meeting until some report thereon has been remade by the Appropriation Committee. The law does not specify the lag time between the Appropriation Committee's report and deliberation by Town Meeting. In Lexington, the Appropriation Committee has tried to provide its report a week before consideration in Town Meeting. TIMING OF TOWN EI ECI'IONS AND TOWN MEETING The annual Town Meeting, by state law, inust convene in February, March, April, or May. 5 Lexington town elections, as per town bylaws, take place on the first Monday in Match except in presidential primary years (such as 2008), in which case town elections take place the same day as the primaries: the first Tuesday in March.5 There is no legally mandated lag between town elections and the convening of Town Meeting. In practice, the intervening time (typically about three weeks) is used by the Moderator and the Town Meeting Members d time Association t l the budget, and new members need` to be introduced d o the procedures members need time study of the representative Town Meeting. The first meeting of the annual Town Meeting is often taken up by committee reports, award presentations, and the like. The information tables at that first meeting, as with all meetings, are the place to provide handouts for articles to be taken up at the next meeting. OTHER DEPENDENCIES The budget schedule is constrained not only by law but by external events not completely in the control of local officials. State aid For example, state aid to municipalities is a significant contributor to Lexington's budget: $9 trillion in fiscal 2008. However, the exact amount of this aid is not known at a convenient presented tithe e for a town's budget; 2007 was the first time in many years that the governor's bill, p February, included a state aid figure that was a good approximation of the final number. The Town Manager will estimate state -aid conservatively. The sooner the budget process is concluded, the more uncertainty there will be in the estimated aid revenue. B.evenrre split Lexington's Town Manager prepares new revenue estimates for the coming fiscal year near the beginning of the budget process. By consensus among elected officials, revenues are first set aside to pay for "shared expenses." These are expenses shared across all town departments, such as health care benefits for employees and facilities expenses. (New revenue is mainly the sum of new growth, 2.5% of the past year's tax levy, and any increases in local receipts.) From the Town Manager:6 Them is a two- step process for developing the avenue split.• 5 At the time of writing, the legislature is considering moving the primary date to February. The 2008 election will be March 3 if the primary is moved and March 4 if March 4 remains the primary date. 6 Email from Town Manager Carl Valente to Selectman Jeanne Krieger, October 23, 2007. 1. Staff develops revenue projections for the tomingjear and brings this to the BOS7 and the Summits for concurrence. This happens in mid-November and provides a general picture of anticipated revenue growth for the year. 117e may be slightly delajed this year because it is a revaluation _year which may delay our newgrnwth figure. 2. Ounce we have our revenue projections for FY09, we need to first subtract Town and School Shared Expenses to determine the remaining revenue available to split. This year will be a bit more complicated because we will need to include as part of Shared Expenses the budget for the Department of Public Facilities. Per the Selectmen's agreement with the School Committee, the school department portion of this budget will first be submitted to the SC9 before it is forwarded to the Town Manager. So while we are working on budget estimates for all Shared Expenses (liabili!y insurance, health insurance, debt service, etc.) the SC needs to be reviewing its portion of the Facilities budget. All of this work generally takes place during December and we present the revenue split figures to the Summit in early January (usual} right after the Superintendent and Town Manager present their budgets so that any budget shortfall can also be presented). After revenue is set aside for shared expenses, the remaining new revenue (if any) is apportioned between the school department (School Committee) on the one hand and the municipal departments (Selectmen) on:the other hand. In recent years, by consensus, the actual spending of the past fiscal year is used as a guideline for the percentage the each major unit (e.g., the schools) receives. For a number of reasons, including the points made by the Town Manager, above, the revenue split does not occur before early January. ELEMENTS OF AN OPTIMAL SCHEDULE Option 3 suggests an optimal schedule by means of the following steps: 1. Complete the town budget as early as possible ---no later than mid February. Completed means voted by the governing boards and serving as the basis for the Appropriation Committee's fmal report and for printing for Town Meeting members. 2. Convene Town Meeting Wednesday in the week following town elections. Use the first session of Town Meeting only for committee reports and other nonfinancial matters. The Appropriation Committee report would be on the table for Town Meeting members if it had not already been provided to them. 3. Take up the Town operating budget at the second meeting of Town Meeting, on the Monday following the first meeting —the third Monday in March. 7 Board of Selectmen. 8 A Summit is a joint meeting of the Board of Selectmen, School Committee, Appropriation Committee, and Capital Expenditures Committee. 9 School Committee. 7 4. If the operating budget is approved by Town Meeting, the Selectmen vote the question the same night, as was done in 2007. The override election can then be five weeks (35 days) later. However, five weeks would usually have the election fading on the third Monday in April, which is usually the beginning of the April school vacation The fourth Monday in April is the earliest practical date in most years.10 10 If Town Meeting remains in session after approval of the budget, reconsideration of the budget is possible. The committee discussed the idea of having a second Town Meeting to take up nonfinancial matters, and dissolving the first Town Meeting as soon as the budget is approved. However, no recommendation is made either way: Note that in 2007, the Selectmen voted to put override questions on the ballot well before Town -Meeting was dissolved, simply resting on the assumption that there would be no reconsideration. 8 APPENDIX 1: OVERRIDE ELECTIONS IN LEXINGTON _i Jun -07 Jun-07 Jun -06 Schools DPW debt exclusion Override $3,981,589 $27,500,000 Approved Approved Schools'/.1 2,61 .509 6/5/2006 Schools /12 Maintenance - Schools & Municipal Municipal 2006 total Jun-04 Jun -04 Jun -04 Jun -04 Jun -04 2005 $551,607 Not Appr. $1,059,100 61512006 Approved 6/5/2006 $799,335 $5,024,551 1 (schools) Approved 6/5/2006 6/5/2006 $3,271,485 2 (Lexpress) 3 (DPW) 4 (library) 5 (social sere, support) $213,028 $194,693 $191,730 $179,961 Approved Approved Approved Approved Approved 6/8/2004 6/8/2004 6/812004 618/2004 Jun-04 6 (pubic safety) 2004 total Jun -03 Jun-02 Jun -02 Jun -02 Override $173,443 $4,224,340 Approved $4,957,004 Q1: Streets (debt excl.) Not Appr. Approved 2003 Q3: Harrington & Ptske debt exclusion 2002 total Jun -02 ay /June 2000 Approved Approved 6/8/2004 6/8/2004 6i ?_2003 5/2012002 512012002 5/20/2002 $42,550,000 Approved $3,440,829 Approved 5/22/2000 Dec -98 ec -97 Jun -95 2000 Debt Exclusion — School Building Project $52,235,000 Approved 12+711998 Debt Exclusion — School Building Project un -92 Override —Town/School Schools Open Space Police Eire 1995 total $66,200,000 Services Not Appr. 12/8/1997 $1,172,152 Approved $29,000 6112/1995 Approved 6/12/1995 1993 Override —Trash Collection u n -90 $102,000 Approved $196,848 Approved 6/12/1995 6/12/1995 $1,500,000 611211995 $2,718,092 . Approved 6/15/1992 Override — Town/School Services $1,097,829 Approved 6/11/1990 Aug -88 Debt Exclusion — Pine Meadows Golf Course $11,000,000 Approved 8/17/1988 9 APPENDIX 2: EXAMPLE OF AN OPTIMAL SCHEDULE The diagram on the following pages simulates an optimal schedule by taking the Town Manager's proposed schedule for Fiscal Year 2009, assuming that an override is part of the picture, and overlaying this committee's suggestions for an optimal schedule. The override would he on April 28, 2008, the fourth Monday in April. 10 � x $ . - - — -- 0 \e) ; 2 7 k ® E \ § ° © = 5 k -k -d -0 -o *6 -o 9 -- — -- o c .E - ; t 3 ] « 0 / O. ER \k .0_e = 0 0 0 ] I E£/ 2 p o. I= e.& • . . o2 AJtt a 2)22/0•\ /el - 2 - %�& -$ 2- ƒ 3 2 »«fg$�= 2§t «.c < 0 12 / 2\ & » ® 0 . kc �. 2 \o /� ° m k\ ® _ — g n . e R t ®c2§ - . /..oro E 3 S2'°$bs.® 2.2 ] f §Eel ® +0\ APPENDIX 3: OVERRIDES IN TOWNS WITH REPRESENTATIVE TOWN MEETINGS After the first meeting of the Budget Schedule Committee, members wanted to review the history of other towns with representative Town Meetings, to see when these towns held override elections. Among the questions were whether towns had successful overrides when the override election preceded Town Meeting. The committee did not find the data conclusive, but the data are presented here for future reference. 12 Fiscal Years 1990 - 2008 Override History for Cummunities with Representative Town Meetings (operating overrides only) Dale per Mass. Municipal Assoc. & Massachusetts Department of Revenue Division of Local Services Municipal Databanfdl.ocaIAid Section I _ Election Annual TM Description Date FY Yes No Lim_ Amours ADAMS 'afund lams share of reg.school assess. 6-A1ay 9S; 1992 516 1 585 LOSS 273000 ADAIE 7-May-07 6F18i2007 :.F:',05: 5 1991 AMHERST 27- Mar-07 7- klay-07 'cap and open budgets for Lib, Schs, Tote 1 May p{ 1992 2 467 AMHERST 'police position, Human Resource budget' 1992 2,442 streetlights 1 `f8y91; AMHERST i !A 9l 1992 2,387 AMHERST clerical position Conservation Dept F aY - -:=1 Amherst - Pelham RSDAssessment - f k1.y9i 1992 3,192 AMHERST y •-: t AMHERST 'firefighterlEA1T,Hurnan Resources budget' - 1 i1a gl 1992 3,226 Amherst Elementary schools _ f May Ili 1992 3,101 AMHERST 1 M y1i 1992 2,868 AMHERST Amherst- Pelham RSO Assessment aY Amherst Elementary school's budget i t4iay -91 1992 2,795 AMHERST 113 ~31' 1992 2,792 AMHERST 'Jones,NOrth Amherst,h4unson Libraries' 1 14-Jun-94 1995 1,867 AMHERST regional school assessment - t AMHERST GENERAL OPERATING AND CAPITAL EXPENSES ` 30 M y -J 2005 2,258 2,169', W -' general operating and school expenditures te:.0,i;i.4a 4)T 2008 2,363 2,650,LOSs AMHERST 4-Jun-89 1990 5,805 6,078 LOSS 2,269,528 ARLINGTON 7 -Apr -07 23- Apr -07 Operating expenses d tours and schools 1- Jun -90 1991 8,828 7,731 WIN 2,620.E ARLINGTON General Operating budget ARLINGTON FUND TOWN AND SCHOOL BUDGETS 11- Jun-05 2006 7,126 6,670 WIN 6,000,000 19- ;,May -94 1995 953 1.719 LOSS 243,000 AUBURN 17-May-07 3 F Eay -OT school LIEUTENANT POSITION, 5 POLICE OFFICER POSITIONS, 1 CLERICAL POSITION, SAFETY AUBURN! EQUIPMENT 15 -May -03 2004 1,512 1,741 LOSS 733,178 AUBURN CLERICAL POSITION FOR ASSESSORS OFFICE 15 -May -03 2004 886 2,324 LOSS 27,751 6 FULL TIME FIREFIGHTERS/EMT POSITIONS -3 AUBURN PART TIME FIREFIGHTERIEMT POSITIONS 15- May -03 2004 1,855 1,393 WIN 713,584 AUBURN CLERICAL POSITION IN ASSESSORS OFFICE i5 -May -03 2007 886 2,324 LOSS 27,751 LIEUTENANT POSITION, 5 POLICE OFFICER 733,178 AUBURN . POSITIONS, ONE CLERICAL POSITION, ETC. 15 -May -03 2007 1,512 1,741 LOSS ROAD REPAIRS FOR THE HIGHWAY �0 400 DEPARTMENT 18- May-06 2007 921 1,554 LOSS 1,300,000 AUBURN GENERAL OPERATING EXPENDITURES 20- Jun -06 2007 2,480 2,079 WIN 1, BELMONT 1-APr -9014 1991 3,027 2,658iyvit :2,094946 BELMONT 2- Apr -07 r 23.4 1?7- ?proide idn municipal and Disposal 6-Dec-93 1994 1,758 3,919 LOSS 1,116.111 BELMONT BELMONT provide municipal and school programs SCHOOL OPERATING EXPENSES 22-May-01 2002 3,084 1,965 WIN 3,000000 BELMONT MUNICIPAL AND SCHOOL OPERATING EXPENSES OL/lpE-02 2003 2,938 2728tt*. BILLERICA 14-Apr-07 t 1 h4ayU7: �Providehindsforhazardouswastecollec. i9Mar -9l 1992 2,110 5,394 salaries for council on aging 19-Mar 9i .i5",.• 11 BILLERICA 19 -Ma(� 1992 815 6,675 LOSS9i BILLERICA 'for s works salaries , music, C *_: = =19- Oct -91 1992 2,978 4,610 LOSS 866,060 BILLERICA `for school's teachers, music, books' funds to surface & resurface town street 19- Oct -91 1992 1,637 5,815 LOSS 225,000 BILLERICA 19-Oct-91 1992 1,596 5,836 LOSS 143,000 BILLERICA police cruiser & op equip. for police dept 300,000 fire depto.tto reopen west five slat 19-Oct-91 1992 1,654 6,872 LOSS 52,000 BILLERICA 19- Oct -91 1992 1,166 6,333 LOSS BILLERICA restoring arlm Eights 105,000 poCce depadment overtime 19- Oct -91 1992 980 6,510 LOSS 28,741 BILLERICA 19-Oct-91 1992 790 6,695 LOSS BILLERICA funding salary d local inspector 80,000 replacing dasher boards on skating rink 19- Oct -91 1992 727 6,765 LOSS BILLERICA 19- Oct -91 1992 590 6,811 LOSS 8,550 BILLERICA cross connection salaries &expenses 144 500 professional and secretarial positions ,19-Oct-91. 1992 619 6,863 LOSS BILLERICA 92 1993 1,499 3,819(E=QSS =1 300000 BILLERICA sewer lateral expansion program 4= ±°4x -._ ; BRAINTREE 3-Apr-07 7-May-07 GENERAL DEPARTMENT EXPENSES 10- Jun -97, 1998 2,291 5,453 LOSS 2,926,508 BRAINTREE GENERAL OPERATING EXPENDITURES 13-May-03 2007 5,023 6,064 LOSS 2,000,000 8- May -07 F= t�t9y_fl7 =j general expenditures -3- 114y;` = 1995 5,958 5,072RAP. X2950:000: CHELMSFORD 1- May -90 1991 5,085 5,477 LOSS 1 400,000 CHELMSFORD 3 -Apr -07 23- Apr -07 General Sped. Budget 1-May-90 1991 4,864 5,683 LOSS 1,800,000 CHELMSFORD Funding Sold Waste Collection Operations 1-Jun-91 1992 5.168 5,356 LOSS 96,665 CHELMSFORD library salaries and expenses fire department 1- Jun -91 1992 4,744 5,749 LOSS 307,000 CHELMSFORD peace department 1- Jun -91 1992 4,663 5,840 1053 150,000 CHELMSFORD 1- Jun -91 1992 4,622 5,867 LOSS 203,500 CHELMSFORD funds for recycling services school budget 1-tun -91 1992 6,008 4,549 WIN 950,000 CHELMSFORD fund mun household solid waste recycfng 27- May -92 1993 3,640 1,454 SMN 1.655,000 CHELMSFORD , 04'Apr:05 2007 2,082 3,159;1053. 400000 DARTMOUTH 2- Apr -07 5 tfTc -07 =` OPERATING CASTS OF NEW LIBRARY DARTMOUTH 16 -Od•47 funding operating budgets of the town and school 31-Jul-07 2008 5,471 5,696 LOSS 8,459.000 2- Apr -07 : 5- P9gy=fl7 FundSch .Dept.Safeties/Specialneeds 1=APr -90 1991 431 1 ,278iLOSS 741;600; FALMOIJT N 1- May -90 1991 3,417 4,228 LOSS , 1 685,885 FALMOUTH 17-May-07 2- Apr -07 "rep sch,rds,fuel carriet,hazwaste colt' Communities with Town Meeting before election: Override may have preceded Tovrn (dep. on date of TM for that year) 2,005 ,L0SS 2701�OSS 36260`_ 2,775 yEOSS 34 240, 2,817;1_4S. S =3 300j 1,999 81A111= 300 OO9, 2009�1M1AN` 138014; 2,089 tE41N 289 444: 2,345 i t t' 547 8551 2,415* 2,46041 111:097. 2,031 LOSS 297,558 Massachusetts Department of Revenue Division of Local Services Municipal Databank/Local Aid Seclion Communities with Town fleeting before election: Override may have preceded Town Meeting:; (dep. on date of TPA for that year) Municipality Election Annual TM - Description FALMOUTH school positions and expenditures FRA}AINGHAI1 3- Apr -07 ;7229=Ap 117 -}Fund Parks & Recr.DepL Budget FRAMINGHAM Fund portion of Police Dept. Budget FRAMINGHAM Fund Youth Commission Oper. Budget FRAMINGHAM Fund School operating budget FRAMINGHAM Fund Council on Aging budget FRAMINGHAM Fund portion of Library Oper. Budget FRAMINGHAM funding portion of lire depL budget FRAMINGHAM funding portion of police dept. budget FRAMIINGHAfi Fund Gen. Operating Budget FRAMINGHAM FUNDING GENERAL OPERATING EXPENSES HOLBROOK 3- Apr-07 x_29 Ptay= A7_-Tschool HOLBROOK general government HOLBROOK Fund Cleanup Expenses re: oilleak/School HOLBROOK General operating budget HOLBROOK General operating budget HOLBROOK General operating budget HOLBROOK cost of rubbish disposal cotlectiorr FUNDING DEPARTMENTAL EXPENSES (SCHOOL, HOLBROOK POLICE, ARE, & LIBRARY} LEE 14- May -07 10- May -07 general operating budget LEE school operating budget LEE police department expenditures LEE gen.govt.program costs assos.vith staff LEE school department operating budget LEXINGTON 5- Mar-07 28- Mar -07 General operating budget LEXINGTON 10- Oct -07 add+ional taxes for trash disposal LEXINGTON fire salaries LEXINGTON police salaries LEXINGTON maintaining public open space LEXINGTON maintain level of school services LEXINGTON general operating expenses LEXINGTON GENERAL OPERATING EXPENSES LEXINGTON PURPOSE OF PUBL1C SAFETY DPW, INCLUDING RESTORING CURB SIDE YARD • WASTE PICKUP, CLEANING STREET LIGHT AND LEXINGTON OTHER MAINTENANCE 08- Jun -04 2005 7,907 4,871 WIN 194,693 RESTORING LIBRARY SERVICES INCLUDING PERSONNEL AND SATURDAY AND SUNDAY LEXINGTON HOURS OF OPERATION 08 -Jun -04 2005 7,520 5,287 WIN 191,730 RESTORING AND PRESERVING SCHOOL LEXINGTON SERVICES TO MEEDEDUCATIONAL GOALS Oft-Jun-04 2005 7,343 5,492 WIN 3,271,485 OPERATION OF A SIX ROUTE LEXPRESS LEXINGTON TRANSPORTATION SYSTEM 08-Jun-04 2005 6,870 5,926 WIN 213,028 SOCIAL SERVICES AND TOWN SUPPORT LEXINGTON SERVICES 08- Jun -04 2005 6,791 5,968 WIN 179,961 LEXINGTON MEETING EDUCATIONAL GOALS 05- Jun -06 2007 4,975 5,537 LOSS 551,607 LEXINGTON PURPOSE OF MEETING EDUCATIONAL GOALS 06-Jun-06 2007 5,146 5,370 LOSS 2,614,509 RESTORING AND PRESERVING MUNICIPAL LEXINGTON SERVICES 05- Jun-06 2007 5,327 5,192 WIN 799,335 FUNDING NECESSARY AND APPROPRIATE MAINTENANCE OF MUNICIPAL SCHOOL LEXINGTON BUILDINGS 05- Jun -08 2007 5,494 6,013 WIN 1,059,100 LEXINGTON operating budget of line public schools 05-Jun-07 2008 6,391 5,900 WIN 3,981,589 MILFORD 2- Apr-07 21 -May -07 Super Tuesday VoteiResolution Aid Recover 1-Sep-91 1992 1,141 3,174 LOSS 650,000 MILTON 24-Apr-07 ii?77ifay07 General operating budget 1 A13r -8 1990 4,415 3,024 A!1 596 2287 MILTON General operating budget _:_1-Apf 90{ 1991 4,112 3,836,'W . 1;977 140; MILTON hiring and promoting new fire fighters 12Jun -95 1996 3,343 2,852 WIN 260,000 }HILTON ari ateachers- books- edue.services 12-Jun-95 1996 3,152 3,030 WIN 1,131,219 MILTON GENERAL OPERATING BUDGETS 26-Jun-01 2002 5,119 2,882 WIN 721,019 MILTON GENERAL OPERATING BUDGET 26- Jun'O1 2002 4,237 3,002 WIN 1,423,191 MILTON GENERAL OPERATING EXPENDITURES 13- Jun -06 2007 4,768 3,712 WIN 2,411,083 MONTAGUE 21- May.07 5- May -07 trash disposal 29- Jun -93 1994 524 230 WIN 76,190 APPROPRIATION FOR GILL- MONTAGUE MONTAGUE REGIONAL SCHOOLASSESSIAENT 04-Aug-03 2004 557 99,910 LOSS 326,058 APPROPRIATION FOR GILL- MONTAGUE REG. MONTAGUE SCH. SYSTEM ASSESSMENT 06- Jun-06 2007 576 812 LOSS 600,000 NATICK 27 -Mar -07 10•Apr -07 General operating budget/school budget 1-May-90 1991 2,320 2,965 LOSS 800,000 NATICK General operating budgevsthool budget 1- May -90 1992 2,274 2,998 LOSS 1,000,000 NATICK implementing second ambulance 07- Nov -00 2001 9,410 7,146 WIN 427,000 NEEDHAM 10-Apr -07 ° 7= flay ;67_='education,poiice,fire,public works,svcs' 1- Oct -88 1990 3,458 3,582 LOSS 1,595,000 pate FY Yes No /Loss 20- May -97 1998 4,432 3,171 WIN 7 1pE =90; 1991 5,295 6,826 LOSS 1991 5,387 6,8601LO S (9(}` 1891 5,115 7,026!LOS 90. 1991 5,280 7,118.L0 1991 6,396 6,002W pr 90 1991 8,253 6 072 W 91; 1992 4,554 5,2660_ 700000: .1pr:913 1992 4,369 5,426'0B-.T. 1- Jun -91 1992 6,932 6,594 WIN 4,397,699 11- Jun-02 2003 6,877 6,536 WIN 7.173,239 1-Oct-89 1990 676 1,182 LOSS 370,000 1- Oct-89 1990 562 1,301 LOSS 150,000 1- Jun -90 1991 994 1,678 LOSS 132,000 1- Jun -90 1991 679 1,946 LOSS 350,000 1- Jun -90 1991 638 2,017 LOSS 600,000 1-Jun-90 1991 400 2,193 LOSS 745,000 - ke- 1996 1,067 955NY1N= ':,750.0001 IQ-Jul-02 2003 1,078 1,057 WIN 382,000 13- May -91 1992 225 729 LOSS 255,000 15- May -95 1996 373 732 LOSS 75,355 13- 1.4ay -96 1997 811 830 LOSS 17,427 13- May -96 1997 664 1,046 LOSS 9,600 13- May -96 1991 970 733 WIN 226,683 1- Jun -90 1991 6,584 6,721 WIN 1,097,829 15- Jun -92 1993 6,247 3,654 WIN 2,718,092 12-Jun-05 1996 5,434 3,485 WIN 196,648 12-Jun-95 1996 4,915 4,033 WIN 102,000 12- Jun -95 1996 4,725 4,217 WIN 29,000 12-Jun-95 1996 4,539 4,338 WIN 1,172,152 22 -May-00 2001 5,402 3,058 WIN 3,440,829 02-Jun-03 2004 5,634 6,019 LOSS 4,957,000 08-Jun-09 2005 8,016 4,789 WIN 173,443 Massachusetts Department of Revenue Division of Local Services Municipal Databank/Local Aid Section Municipality NEEDHAM NEEDHAM NEEDHAM NEEDHAM NEEDHAM NEEDHAM NEEDHAM NEEDHAM NEEDHAM NEEDHAM NEEDHAM NEEDHAM NEEDHAM NEEDHAM NEEDHAM NEEDHAM NEEDHAM NEED) IAMA NEEDHAM NEEDHAM NEEDS. AM NEEDHAM HEED -AM NEEDHAM NEEDHAM NEEDHAM NEEDHAM NEEDHAM PLYMOUTH RANDOLPH RANDOLPH RANDOLPH RANDOLPH RANDOLPH RANDOLPH READING READING READING READING SAUGUS SHREWSBURY SHREWSBURY Communities vrith Town Meeting before election: Override may have preceded Tom Meeting: " f (dep. on date of TM for that year) Election Annual T61 Description general budget Fund Library Operating budget Fund Fire Dept& Ambulance Service Budget Fund Council on Aging Budget Fund School department budget Fund Police Department budget Fund Park & Recreation Department budget Fund Youth Commission Department budget operations of police department operations of the Board of Health operations of school department maintainance of municipal mai61dept operations of public works dept. operators of the library operations of council en aging operations of youth commission operations of fire department operations of parks and recreation dept. SCHOOL DEPT. OPERATIONS FUNDING INFRASTRUCTURE MAINTENANCE PROGRAMS FUNDING INFRASTRUCTURE MAINTENANCE PROGRAMS FUNDING INFRASTRUCTURE MAINTENANCE PROGRAMS DEFRAYING SCHOOL OPERATING EXPENSES PUBLIC SAFETY IN POLICE DEPARTMENTS ROAD MAINTENANCE SCHOOL DEPARTMENT EXPENDITURES GENERAL OPERATING EXPENDITURES defray school operating expenses operating - funding new middle school OPERATING THE MUNICIPAL GOVERNMENT AND 3- Apr -07 23- Apr -07 PUBLIC SCHOOLS OPERATING THE MUNICIPAL GOVERNMENT AND PUBLIC SCHOOLS FULLY FUNDING REFUSE COLLECTION AND DISPOSAL CONTRACTUAL SERVICES OPERATING THE MUNICIPAL GOVERNMENTAND PUBLIC SCHOOLS OPERATING MUNICIPAL GOVERNMENT AND PUBLIC SCHOOLS GENERAL OPERATING EXPENSES 3- Apr -07 F 23-Apx 97 Gen. Oper. Budget general operating expenses SIDEWALK CONSTRUCTION FUND 2004 OPERATING BUDGET 6- Nov -07 k;i7IT.Fsyr07,71 GENERAL OPERATING EXPENDITURES 1-May-07 2i =May 074 school dept bus transportation expenses FUNDING SCHOOL DEPARTMENT OPERATING BUDGET FOR SEVERAL DEPARTMENTS FUNDING TOWN AND SCHOOL BUDGETS 2- Apr -07 02= May -07 making repairs to town fadities replacing equipment for different depts. replacing street tights reconsl.and repair storm drainage system pay raises for tovm employees support and maintenance of school system ='t FUNDING OPERATING BUDGETS OF TOWN AND 10-Apr-07 4ay07_ =PUBLIC SCHOOLS 24 -Apr -07 21- May -07 General operating budget supplementing budget OPERATING EXPENSES OF THE SCHOOL DEPARTM,4ENT OPERATING EXPENSES FOR BUILDING DEPARTMENT FUNDING STABILIZATION FUND OPERATING EXPENSES FOR THE PERSONNELL DEPARTMENT LAW DEPARTMENT EXPENSES 12-Ma -07 7- Apr -07 SHREWSBURY SHREWSBURY SOUTH HADLEY SOUTH HADLEY SOUTH HADLEY SOUTH HADLEY SOUTH HADLEY SOUTH HADLEY FY 1991 1992 1992 1992 1992 1992 1992 1992 1997 1997 1997 1997 1997 1997 1997 1997 1997 1997 1998 Yes 4,861 8,196 7,322 7,058 7,208 6,886 6.042 5,991 3,883 3,894 3,908 3,364 3,359 5,692 4,393 4,267 4,139 4,098 4,019 No oss__ 4.903 i05S`, 2,819 WM...` 3,628;11rij.4:7 3,757yNA_. 3,760 AN- 3,994kyi 4,660i8li 4,704: -11. 3,947[0 SS 3,955 1955 3,969 t OSS 4,366 LPS 4,373 LCL 2,304 ij 3,481 Al' 3,596W. . 3,679W 3,75.070: 4,069 ,,LASS 05- Nov -02 2003 6,567 7,330 LOSS 4,650.000 65- Nov -02 2003 5.182 8,544 LOSS 5,656,000 05 -Nov -02 14-ppr o3i 03. ;571 8- Nov -94 STOUGHTON SWAMPSCOTT SWAMPSCOTT SWAMPSCOTT_ SWAMPSCOTT SWAMPSCOTT SWAMPSCOTT SWAMPSCOTT' 13 -May -03 13 -May -03 13 -May -03 13- May-03 13- May-03 13-Jun-06 25 Feb -03' i8'?1Dt -0371 R= 24-Apf=07i 031May'043 06 -Jun -05 =011`lay07? 471_841 4 8$ 12- Jun -95 r -I Apr tit; 2003 2004 2004 2004 2007 2007 2008 1996 4,579 5,782 5,782 6,602 3,671 4,054 4,681 4,127 9,166 LOSS 3,977 AMN 3977'.MI - ; 3,133 *1 4,115 - LOSSS 3,726 3,376,W 10,959 LOSS 6,970,000 K3318t 50,000; 9171 i!7r370 2007 1,308 4,362 LOSS 2007 1,479 4,207 LOSS 2007 1,506 4,221 LOSS 2007 1,741 3,974 LOSS . 2007 2007 1991 1994 2005 2004 2008 1993 2006 2006 2008 1995 1995 1995 1995 1995 1996 ;428-,Si-O! 4,000,000, 5,200,000 4,500,000 2,500,000 3,800,000 2,213 3,590 LOSS 2,500,000 1,909 2,540 LOSS 3,300,000 3,025 4,683;.L. 949; 3,900 3538 }LVit 240512] 2,742 486910TS 250000! 4,249 3190i4N 1;500000: 2,180 4,572. 0_3S 5.2000601 1,535 2882 ;LOSS 200 600 2,301 4,291 to-r:1 1 200,000; 2,451 5,188 1,696- 1,592 1,524 1,319 1,260 2,407 4,797 LOSS 1,500,000 5,577 ,LOSS 5.000,000, 3294 LOSS 4 3,370K_ ,00A' 3,468 005$;. 3,634LOSS, 3,688 TLO$S 2,464 LOSS 1,065,069 1-Jun-90 49Jun -01 2004 1991 2002 1,648 2,584 2,076 4 161 fLOSS 2,401 WIN 1,888 WIN 0;0908 1,837,000 2,469,790 14-Jun-05 2006 2,078 2,819 1055 2,750,000 14- Jun -05 2006 1,673 3,097 LOSS 8,500 14-Jun-05 2006 1,650 3,103 LOSS 28,000 14- Jun -05 2006 1,588 3,187 LOSS 15,000 14- Jun -05 2006 1,515 3,259 LOSS 10,000 Massachusetts Department of Revenue Division of Local Services Municipal Databank)Loca1 Ald Section Communities with Tovm Meeting before election: Override may have preceded Tam Meeting:; (dep. on date of TM for that year) Municipality Election Annual TM Description Date FY Yes No !Loss Amount SWAMPSCOTT TREASURER, COLLECTOR- POSTAGE 14- Jun -05 2006 1,506 3,271 LOSS 7,500 OPERATING EXPENSES FOR THE POLICE SWAMPSCOTT DEPARTMENT 14- Jun -05 2006 3,073 1,810 WIN 180,000 OPERATING EXPENSES OF THE FIRE SWAMPSCOTT DEPARTMENT 14-Jun-05 2006 3,038 1,840 WIN 265,000 SWAMPSCOTT OPERATING EXPENSES OF THE LIBRARY 14•Jun -05 2006 2,765 2,084 WIN 30,000 OPERATING EXPENSES FOR THE COUNCIL ON SWAMPSCOTT AGING 14 -Jun -05 2006 2,548 2,262 WIN 6,000 FUNDING OPERATING EXPENSES OF THE SWAMPSCOTT SCHOOL DEPARTMENT 14-Jun-05 2006 2,573 2,327 WIN 1,750,000 WALPOLE 2-Jun-07 71 a.1607.,=.4 General Operating expenses 1 1,iay 90'. - 1991 2,259 3095 ,LASS_ -452;000; c WALPOLE Fund So64'H zardous Waste Budget 1-Jun-91 1992 1,301 2,137 LOSS 816,521 WALPOLE GENRRAL OPERATING EXPENSES 11- Sep -01 2002 5,259 4,975 WIN 3,709,259 WELLESLEY 6 -Mar -07 -26 ?Aar 07 -,Asbestos removal to sd1oota 1 Mat 89' 1990 3,202 3,30911? SS 240000 WELLESLEY "General govemment,putlicworks,educ)ibr = f[.1 -088 1990 2.643 3,046 ILO 932000, WELLESLEY capital outlay and maintenance of program " 1 liar 8 9 � 1990 2,458 4 0 I 1 _ SS 700001- WELLESLEY Police and Fire department j ar_$9',' 1990 1,965 4,478�LOSS WELLESLEY °1 Fund Board of Health Oper.Budget . i•hiay -90 1991 3,410 4,273 LOSS WELLESLEY Fund Youth Commission Operations 1- May -90 1991 2,623 6,052 LOSS WELLESLEY Fund Personnel Board Operations 1- May -90 1991 2,325 5,297 LOSS WELLESLEY Fund Sch/Education Budget 1- May -90 1991 5,420 2,359 WIN WELLESLEY Fund DPW Recycling Disposal Facility 1- May -90 1991 4,038 3,678 WIN WELLESLEY Fund Public Education Department 1- May -91 1992 3,935 2,103 WIN WELLESLEY Fund Library Deparment operations 1- May -91 1992 3,519 2,519 WIN WELLESLEY public education 02- May-00 2001 3,120 957 WIN WELLESLEY PUBLIC EDUCATION 01- May-01 2002 3,031 1,582 WIN FULLY FUND GENERAL FUND OPERATING WELLESLEY BUDGET 07 -May -02 2003 2,814 1,265 WIN 2,539,201 WELLESLEY ' GENERAL OPERATING BUDGET 13- May -03 2004 4,345 3,804 WIN 2,895,436 GROUP INSURANCE LIBABILITY TRUST FUND TO REDUCE UNFUNDED POST RETIREMENT WELLESLEY BENEFIT 02- Nov -04 2005 3,123 9,777 LOSS 2,500,000 WELLESLEY GENERAL OPERATING BUDGET 10- May -05 2006 4,101 4,118 LOSS 3,552,392 WELLESLEY GENERAL FUND OPERATING BUDGET 40- May -05 2006 4,465 3,750 WIN 2,596,651 SUNDAY OPENINGS OF THE TOWNS RECYCLING WELLESLEY AND DISPOSAL FACILITY 16- May-06 2007 4,325 5,126 LOSS 45,043 FUNDING BUDGET FOR HILLS BRANCH AND WELLESLEY FELLS BRANCH OF THE FREE LIBRARY 16 -May -06 2007 4,512 4,927 LOSS . 75,603 WELLESLEY PUBLIC EDUCATION AND GENERAL OPERATING 16- May -06 2007 5,607 3,862 WIN 3,158,618 FUNDING TOWNS GROUP INSURANCE LIABILITY WELLESLEY FUND 15-May-07 2008 3,343 1,686 WIN 1,800,000 WINCHESTER 27- Mar -07 23Apf07- funding for fibrary book account 26- Mar9)3 1992 2,599 3,127jL0S5 274100' WINCHESTER fund school department budget - a 2f-Mar 91; 1992 2,421 3,306(LOSS 6`(!70001 WINCHESTER funding public works grounds drrv.budgot t •26- Mar91q 1992 2,395 3,310rLOSS_ 2001700 WINCHESTER fund ng for health dept inspector = 26Msg- 1992 1,935 3,635'LbSS' 41000 WINCHESTER funding rent on council on aging r 26_Mar 9Y} 1992 1,892 3,679 t4,0SS- 1,2,000 WINCHESTER GENERAL OPERATING BUDGET WINCHESTER �.18- Apt_ =(►2� 2003 4,465 3 ,3903WIt!c >.= :- __;!�,55©,Oq©j GENERAL OPERATING EXPENDITURES 07-Dec-04 2006 3,518 4,543 LOSS 3,933,000 operating budget for police, fire, library, school, public 1 WINCHESTER works and other municipal personnel 13- Mar07 2008 4,252 2,297 MI 1347008 (Compiled by Andy Friedlch - Ad Hoc Budget Schedule Committee) 15,000 15,389 6,900 270,600 347,300 246,800 78,200 750,000 1,967,821