HomeMy WebLinkAbout2007-11-14 Ad hoc Budget Schedule Report LEXINGTON , MASSACHUSETTS
RRPORT Off' AD - HOC
BUDGK11 SCIIEDLLF1
C OMMITT1- R
NOVEMBER 14, 2007
ij
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
2
INTRODUCTION
The Ad Hoc Budget Schedule Committee was appointed by the Lexington Board of Selectmen
in August 2007 Members are chair Tom Diaz (School Committee), Helen Cohen (School
Committee), 13onme Brodner (Town Meeting Member, Precinct 3), Mary Arm Stewart (Town
Meeting Member, Precinct 1), Notm Cohen (Board of Selectmen), George Burnell (Board of
Selectmen), and Andy PriedItch (Town Meeting Member, Precinct 5). Nonvoting liaisons: Susan
McLeish (Appropriation Committee), David Kanter (Capital Expenditures Committee), and Pam
Hoffman(Appropriation Committee).
The committee 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 Match—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,
Iwo 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 earlier.3
I From charge to this committee,adopted by die Lexington Board of Selectmen,July 31,2007
.7'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
3 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 Febniary-May (MGL 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 March, 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 yet,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 coinments4 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 SuperimendPnt P Ash and T 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 imposed 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 budget to Town Meeting [Added 4-5-1989 ATM b,Art. 48,
amended 4-10-2000 ATM&Art.231
The Selectmen shall submu a budget at the Annual Town Meeting. The Selectmen's proposed
budget shall N dishibuted 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 rcherbiled to consider it,
- REVIEW BY APPROPRIATION COMMITTEE
Section 118-12. Motions and order of business.
D No motion carrying an expenditure or appropriation of money, except where such expenditure is
required 11 law, shall be acted upon at any town meeting until some report thereon has been made
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 ELECTIONS AND TOWN MEETING
The annual Town Meeting,by state law,must convene in February,March,April,or May
5
Lexington town elections,as per town bylaws, take place on the first Alonday in March 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 Association to provide information to new Town Meeting members. All
members need time to study the budget, and new members need to be introduced to the procedures
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 cotnpletely in the
control_of local officials.
State aid
For example, state aid to municipalities is a significant contributor to Lexington's budget: $9
million in fiscal 2008. However,the exact amount of this aid is not known at a convenient tithe for a
town's budget; 2007 was the first time in many years that the governor's bill, presented in late
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.
Revenue ildit
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
Their is a lay-step process for developing the revenue split:
5 At the time of writing, the legislature is considering moving the primary date to February. The 2008 election will be
h larch 3 if the primary is moved and March 4 if March 4 remains the primary date.
6 Email from Town Manager Cad Valente to Selectman Jeanne Krieger,October 23,2007
6
1 Staff develops ievenire projections for the comiqyar and blings this to the BOS7 and the
Summits for concurrence. This happens in mid-November and peovides a general picture of
anticipated revenue growth for the.year lVe may be slightly delayed this year because it is a 1
mai/ration year which may delay our new gond!,figure.
1
2. Once we have our revenue prefect/oils for FY0,9, we need to first subtract '1'own and School
Shared Expenses to deteimine the remaining revenfte available to split. This,year will he 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.11111 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
(liability 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 dining December and we present the
revenue split figures to the Summit in early Janualy (usual# tight Or 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 au 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 fox the Appropriation
Committee's final 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.
6 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 falling 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.i°
IG 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 non financial 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 I OVERRIDE ELECTIONS IN LEXINGTON
9T2.g1,- -I cl:::-.3R404-4*;4 PL1931906.-
?,'!. .i
,, ..-,,-:_....12,. ..,-.. -..1`,... •.--:-._—_k- -,---, ' • --•- -,_,- .'2-5. ,.::& f K_'z: el....,,h--; -Te_ ,,r.a•-.., - -17L-fi. Z'-_, :-:---.4.:
I Jun-07 2008 Schools $3,981,589 Approved 6/572007
I Jun-07 2008 DPW debt exclusion $27,500,000 Approved 6/5/2007
Jun-06 2007 Override
Schools l 2,614.b09 Not Appr 615/2006
Schools#2 $551,607 Not Appr 6/512096
Maintenance-Schools $1,059,100 Approved 6/5/2006
&Municipal
Municipal $799,335 Approved 615/2006
I I 2006 total $5,024,551 6/5/2006
I Jun-04 2005 I 1 (schools) $3,271,485 Approved I 618/2064
I Jun-04 2005 I 2(Lexpress) $213,028 Approved 6/8/2004
Jun-04 I 2005 I 3(DPW)
I $194,693 Approved 6/812004
I Jun-04 I 2005 4(library)
1 $191,730 Approved 6/8/2004
iJun-04 I 2005 5(social serv,support) $179,961 Approved 6/812004
I Jun-04 2005 .6(public safety) $173,443 Approved I 6/8/2004
1 2004 total $4,224,340 Approved I 6/8/2004
I Jun-03 2004 I Override $4 957,000 Not Appr. I 612/2003
Jun-02 2003 Q1 Streets(debt excl.) Approved 5120/2002
Jun-02 2003 Q2Fields(debt excl.) Approved 5/20(2002
Jun-02 2003 Q3:Harrington&Fiske Approved I 5120(2002
(debt exclusion)
Jun-02 2003 2002 total $42,550,000 Approved I
May/June 2001 Override-Town/School $3,440,829 Approved 5/22/2000
2000 Services and Roads
Dec-98 I 2000 Debt Exclusion- $52,235,000 Approved 12J711998
School Building Project
Dec-97 I - Debt Exclusion- $58,200,000 Not Appr 12/811997
School Building Project
Jun-95 1996 Override-Town/School Services
Schools $1 172,157 Approved 6/12/1995
Open Space $29,000 Approved 6/12/1995
Police $102,000 Approved 6/12/1995
Fire $196,848 Approved 6/12/1095
1995 total $1,500,000 6/12/1995
Jun-92 1993 Override-Trash $2,718,092 Approved 6/15/1992
Collection
Jun-90 1991 Override- Town/School $1,097,829 Approved 6/11/1990
Services
Aug-88 I 1989 Debt Exclusion-Pine $11,000,000 Approved 6/17/1988
Meadows Golf Course
)
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 be on
April 28,2008,the fourth Monday in April.
10
1
)
\--- I:
ip 10,.p7 oat 8,'07 Nov07 5 '
I Dec 3,'07 .1
I Dec 3,'1)7 1Jan 28,'08 1 Feb 25,'08 l Mar 24 '08 Apr 21 08 May19:0
IDF ...,j._ T i S L.W r s _i_ T.,,...._.th:T.: E.: 7,:iT 17.j-""771)-- ir—4- —
4T
---44i —t4.-- 4 9/28 * Summit I:Financial indicatorsi,and projections I 1
2 i '?
10110 Special Town Meting ! I I
11/13 4, Summit II:Revenue model and projections i 1
- 4
i 1213,stosersb Muni budget workshops with Selectmen
1/7 " I budget proposed by Town Manager
----6-naI 1/16 0--S mit Ill:Revenue split,expense review,gap defining
* 1
7I I 1/23 77."0--7",73-13OS hearings on budget
...—...,, i a .'.,..1.* 2/11 v0. Municipal budget voted by Selectmen
--b' ; 12/18 *-Se•hool-bud-gef=osed by Superintendent I
io :P2' 1/16 .1',LyL,.•:,-Ts: -SC hearings on budget
— * 1
, I
1
11 1.'-,:' 2/11 0 School Budget voted by School Committee
t I 2/13 **-- ummit IV:Agreement of boards on Town budget
13 1 2/15 ..--Botget to printer&available electronicalh/
I I 2/29 * Budget printed and submitted to TM
15 _,o-' 3/3 *--Town elections(for Town Meeting members)
I I I 3/14Approp.Comm.reports to Town Mtg.on operating bu
171 I3t12.247innual Town Meeting convenes
11
\Town Meeting approves operating budget
I 3/17 0-Saleotavan-vate-on-olactr warrant
---0 I I I 4/28 * Override election
Page 11
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 comnuttee 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)
Data per: Mass.Municipal Assoc.&
Massachusetts Department of Revenue Communities with Town Meeting before election: Date
Division of Local Services Override may have preceded Town Reeling:
Municipal Databank/local Aid Section {dep.on date of TM for that year)
Municipality Election Annual Tht Description Date FY Yes No /Loss Amount
ADAMS 7.may.07 ,.,--4/18/2040 i fund towns share of reg.schuoi assess. ''64.1ali-01 1992 510 1,585:LOSS177f- 27 000
AMHERST 27-Mar-07 7.May-07 'cap and oper budgets for Lib,Setts,Town" 14fleYL9ff 1891 1,725 2,095 T,LOSS'-'7.Z:;,5:57_-',69:37
AMHERST "police position,Human Resource budget1 May-91{ 1992 2,467 2761(1,059 ': "i":; 0480,
AMHERST street lights - 1,-May-91' 1992 244? 2 776•COSS.
AMHERST cloaca/position Conservation Dept ,''.'-141491i 1992 2,387 2,837106S,,.-'I_5--.3,900,
AMHERST Amherst-Pelham RSL)Assessment --1.4.t.lay-911 1992 3.192 1,099--,.17,t1N .;-- '300.000';
_-..
AMHERST 'firefighter/EMT,Human Resources budget' :4-44-0,0 1992 3,220 2.0091ti,10 -.-'-:-=!_- 108 010
AMHERST Amherst Elementary schools '' .`,.;:jfhinv;91 1992 3,101 2,089'441k.. '7-- :299444i
AMHERST Amherst-Pelham RSO Assessment f...;=144 y,91j 1992 2,868 2.345;ANT...„"7. :.---7-•.5i7st.5.,
AMHERST Amherst Elementary school's budget .:il=lylai-91.1 1992 2,795 2,415 MANI-;--,';,--,.4.409,884]
AMHERST -Jones,North Arnherst,Munson Libraries" :.±:14.1eY911 1992 2792 2.468 i*IR.':-':4,..=.,.f1t.09.7}
AMHERST regional school assessment 14-Jun-94 1995 1,067 2,031 LOSS 297,558
AMHERST GENERAL OPERATING AND CAPITAL EXPENSES ,,-7,:36111.1,1E:01 2005 2,258 2 169',1A4.N.. ,-.,;772,06:056.
AMHERST general operating and school expenditures I.:Clf;Mag:LITI 2008 2,383 2.650,1.0:55 -.-t.,==:--2Ai;00.015
ARLINGTON 7-Apr-07 73-Apr-07 Operating expenses of town and schools 1-jun-89 1990 6,805 6,078 LOSS 2,269,528
ARLINGTON General operating budget 1-Jun-90 1991 8,828 7,731 WIN 2,620,000
ARLINGTON FUND TOWN AND SCHOOL BUDGETS 11-Jun-05 2006 7 126 6,670 WIN 6,000,000
AUBURN StAVITZEINEWIERIE0111 school transformation 10-May-94 1995 953 1.719 LOSS 243,000
1 LIEUTENANT POSITION,5 POLICE OFFICER
POSITIONS,1 CLERICAL POSITION,SAFETY
AUBURN EQUIPMENT r 15May-03 2004 1,512 1,741 LOSS 733,176
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 FIREFIGIITERIEMT POSITIONS 15-May-03 2004 1,855 1,393 WIN 713,584
_ AUBURN Cl ERIC-AL POSI PION IN ASSESSORS OFFICE 15-May-03 2007 886 2,324 LOSS 27,751
LIEUTENANT POSITION,5 POLICE OFFICER
AUBURN POSITIONS,ONE CLERICAL POSITION,ETC. 15-May-03 2007 1,512 1,741 LOSS 733.118
ROAD REPAIRS FOR THE HIGHWAY
AUBURN DEPARTMENT 18-May-06 2007 921 1,554 LOSS 560.000
AUBURN GENERAL OPERATING EXPENDITURES 20-Jun-06 2007 2,480 2,079 WIN 1,300,000
BELMONT 2-Apr-0723:7Ap=r-Elki Fund Solid Waste Collection&Disposal r'-°--f, p-901 1901 3,027 2,558 V,,,.1 N--_-. i2 )94.946
BELMONT provide municipal and school programs 8-Dec-93 1994 1;768 3,019 LOSS 1,116.111
BELMONT SCHOOL OPERATING EXPENSES 22-May-01 2002 3,084 1,065 WINp3,0410,000'.;T',,,t-e,,..:1-7i:::5:17-
BELMONT MUNICIPAL AND SCHOOL OPERATING EXPENSES iz=-(11-4-19'21 2003 2,938 2,728 itAIN:--all-34,12:4V1000,
_. -
BILLERICA 14-Apr-07t..4.7I-104Q7:..2 provide Binds for hazardous waste oallec. 11-&- 146.9.1, 1992 2,110
BILLERICA salaries for oaunci on aging10:446.01 1992 MOO 8.084(iSsa,- . `,,;.:1,,r1:441
BILLERICA public works salaries&utilities r-`_ .1:1044-91 1092 815 8.675[Lps.S.------:q5;--7-,:itg,"--03-'1.
BILLERICA "for school's teachers,music,books" 19-Oct-91 1992 2,978 4,610 LOSS 866,000
BILLERICA funds to surface&resurface town street 19-Oct-91 1902 1,637 5,815 LOSS 225,000
BILLERICA police cruiser S equip,for police dept 19-Oct-91 1992 1,596 5,836 LOSS 143,000
BILLERICA fire deptolto reopen vast fire staL 19-Oct-91 1992 1,654 5,072 LOSS 300,000
BILLERICA restoring street fighls 19-Oct-91 1992 1,166 6,333 LOSS 52,000
BILLERICA police department overtime 19-Oct-91 1992 980 6,610 LOSS 195,000
BILLERICA funding salary of local Inspector 19-Oct-91 1992 790 6,895 LOSS 28,741
BILLERICA replacing dasher boards en skating rink 19-Oct-91 1992 727 6,765 LOSS 80,000
BILLERICA cross connection salarie,s&expenses 19-Oct-91 1992 690 6,811 LOSS 8,550
BILLERICA professional and secretarial positions 19-Oct-91 1992 619 6,863 LOSS 144,500
BILLERICA sewer lateral expansion program .---'----.4-Apr-82i 1993 1.499 3.819[1:1) §.-i:,---,;7-A;945-6941
BRAINTREE 3-Ap r.97 7-May-07 SCHOOL 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
BROOKLINE 8-May-07 Fr2.9::Mai-QVi general expenditures E "84114-94i 1995 5,958 5,072 tNYI 1,,17. 2950000:
CHELMSFORD 3-Apr-67 23-Apr-07 General Oper.Budget 1-May-90 1991 5,085 5,477 LOSS 1,400,000
CHELMSFORD Funding Solid Waste Collection Operations 1-May-90 1991 4,864 5.683 LOSS 1,800,000
CHELMSFORD Ebrary sataries and expenses 1-Jun-91 1992 5,188 5,356 t OSS 96,665
CHELMSFORD lire department 1-Jun-91 1992 4,744 5.740 LOSS 307,000
CHELMSFORD police department 1-Jun-91 1952 4,663 5,840 LOSS 150,000
CHELMSFORD funds fur recycling services 1-Jun-91 1992 4,622 5,867 LOSS 203,500
CHELMSFORD school budget 1-Jun-91 1992 6,008 4,549 WIN 950,000
CHELMSFORD fund mun household solid waste recycling 27-May-92 1993 3640 1,454 WIN 1.655,000
DARTMOUTH 2-Apr-0/ ,-5-Jun41740PERATING COSTS OF NEW LIBRARY /.4.,;04P‘pr-.05; 2007 2082 3,159;LOSS.-..7_7 -.400009i
DARTMOUTH 16-0CJ,07 funding operating budgets of the town and schod - 31:Jul-07 2008 5,471 5,696 LOSS 8,459,000
FAIRI IAVEN 2-Apr.07 ,,,-54,116y117-,Fund Sch.Dept Salaries/Special needs :T,.1:-Xx--90: 1991 431 1.278 ILOSS 741000.
' FALMOUTH irargnAwarmrElyii"rep sch,rds,fuel carder.haz vra stet con' 1-May-90 1991 3.417 4,228 I ogS 1,685,665
)
Massachusetts Department of Revenue Cemmun3ies with Town Meeting before election: Date
Division of Local Services Override may have preceded Town tteeting:; :<
Municipal Databank/Local Aid Section /dep.on data of TM fer Thal year/
Municipality Election Annual TM Descriptldn Date f Yes tri /Loss Amount
FALMOUTII school positions and expenditures 20-May-97 1998 4,432 3,171 WIN 980,000
FRAMINGHAM 3-Ap007 'x'24-Apf67-Fund Parks&Recr DepL Budget ! =a47Apr-9.0; 1991 6,295 6,826,LOSS,: ==__ :X0,000_
FRAMINGHAM fund portion of Police Daps.Budget _ !',Apr-�'. 1991 5,387 6,86011.0.0:1,1.'. 10D,0t)0=
FRAMINGHAM Fund Youth Commission Oper,Budget .- .1:Ap.40_ 1991 5,115 7,028'LOSS.,_: L-__100,11170;
FRAAUNGHAM Fund School operating budget = _'1rApr-a0 1991 5,280 7,118;LOS.-;1209.000:
--
FRAMINGHAM Fund Counc on Aging Budget ='t.Apr-90. 1991 6,396 6,002itMN.. --'9110130:i
FRAMINGHAM Fund portion of Library Oper Budget =• '11-Ap1.90; 1991 8,253 6,072.W111 - _ -_ 61000=
FRAMINGHAM funding portion of fire dept budget '=11 Apr031/ 1992 4,554 5,266 LOSS--,__ -_-=.700,!),00=
--
FRA1tiINGHAfA funding portion of poEce dept_budget =- .:N:4'91 1992 4,369 5,426 LOSS-__. 900,4pp�
FRAMINGHAM Fund Gen.Operating Budget 1-Jun-91 1992 6,932 6,594 WIN 4,347,699
FRAMINGHAM FUNDING GENE.RAI.OPERATING EXPENSES 11-Jun-02 2003 8,877 0,536 WIN 7 173,239
HOLBROOK 3-Apr-07 29.1.tdy-07A school 1-Oct-89 1990 676 1,182 LOSS 370,000
HOLBROOK general government 1-Oct-89 1990 562 1,301 LOSS 160,000
HOLBROOK Fund Cleanup Expenses re:oilleakiSchool 1-Jun-90 1991 994 1.678 LOSS 132,000
HOLBROOK General operating budget 1-Jun-90 1991 679 1,946 LOSS 350,000
HOLBROOK General operating budget 1Jun•90 1991 638 2,017 LOSS 600,000
HOLBROOK General operating budget _1Jun-90 1991 400 2,193 LOSS_ 745,000
HOLBROOK cost of rubbish disposal correction 0..7-74-M7-45: 1996 1,067 955 %+1r7'� _---,7O(106:
FUNDING DEPARTMENTAL EXPENSES(SCI tOOL,
HOLBROOK POLICE,FIRE,&LIBRARY) 1GJul-02 2003 1,078 1,057 WIN 382,000
LEE a[OM:9IIu1iIIIMEP!IYageneral operating budget 13-May-91 1992 225 729 LOSS 255,000
LEE school operating budget 15-May-95 1996 373 732 LOSS 75,365
LEE pace department expendllures 13-May-96 1997 811 830 LOSS 17,427
LEE gen.gonl.program costs assos.with staff 13-May-96 1997 564 1,046 LOSS 9,600
LEE school department operating budget 13-May-96 1991 970 733 WIN 228,683
LLXINOTON 5-Mar-07 26-Mar-07 General operating budget 1-Jun-90 1991 6,584 5,721 WIN 1,097,829
LEXINGTON 10-Oct-07 additional taxes for trash disposal 15-Jun-92 1993 6,241 3,654 WIN 2,718,092
LEXINGTON fire salaries 12-Jun-95 1998 5,434 3,485 WIN 196,848
LEXINGTON police salaries 12-Jun-95 1996 4,915 4,033 WIN 102,000
LEXINGTON maintaining public open space 12-Jun-95 1996 4,725 4,217 WIN 29,000
LEXINGTON maintain level of school services 12-Jun-95 1996 4,539 4,338 WIN 1,172,152
LEXINGTON general operating expenses 22-May-00 2001 5,402 3,068 WIN 3,440,829
LEXINGTON GENERAL OPERATING EXPENSES 02-Jun-03 2004 6,634 6,019 LOSS 4,957,000
LEXINGTON PURPOSE OF PUBLIC SAFELY 08-Jun-04 2005 8,016 4,769 WIN 173,443
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 ANO SUNDAY
LEXINGTON HOURS OF OPERATION 08-Jun-04 2005 7,520 5,287 WIN 191,730
RESTORING AND PRESERVING SCHOOL
LEXINGTON SERVICES TO NEED EDUCATIONAL GOALS 06-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 05-Jun-06 2007 6,146 5,370 LOSS 2,614,509
RESTORING AND PRESERVING MUNICIPAL
LEXINGTON SERVICES 05-Jun-06 2007 6,327 5,192 WIN /99,335
FUNDING NECESSARY AND APPROPRIATE
MAINTENANCE OF MUNICIPAL SCHOOL
LEXINGTON BUILDINGS 05-Jun-06 2007 6,494 5,013 WIN 1,059,100
LEXINGTON operating budget o!lire public schools 05-Jun-07 2008 6,391 5,400 WIN 3,981,589
MILFORD 2-Apr-01 21.May-07 Super Tuesday VotelHesolutior Aid Recover 1-Sep-91 1992 1,141 3,174 LOSS 650,000
MILTON 24-Apr-07 ;7 ft_ity0i_-.-General operating budget ` 1:A p(•89 1990 4,415 3,024,yA9N _ = Fi90-2281
MILTON General "
opera6ngtwdgel �.- }-(tp7t# ii 1991 4,112 3,836j}I}tN;==��1,077-j!10;
MILTON hiring and promoting new fire fighters 12-Jun-95 1990 3,343 2,652 WIN 260,000
MILTON addrtteachers-books-educ.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-01 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. 'num 11-itrSyry,bash disposal 29-Jun•93 1994 524 230 WIN 76,190
APPROPRIATION FOR GILL-MONTAGUE
MONTAGUE REGIONAL SCHOOL ASSESSMENT 04-Aug-03 2004 657 99,910 LOSS 326,058
APPROPRIATION FOR GILL-t.MONTAGUE REG.
MONTAGUE SCH.SYSTEM ASSESSMENT 06-Jun-0.6 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 500,000
NATICK General operating b udgellschooi budget 1-May-90 1992 2,274 2,998 LOSS 1,000,000
NATICK knplementing second ambulance 07-Nov-00 2001 9,410 7 146 WIN 427,000
NFEDIAAM 10-Apr-077,t,ley/-= educaEon,poiice,firo,publlcworks,svcs' 1.011.88 1990 3,458 3,582 LOSS 1,596,000
Massachusetts Department of Revenue Co nmunIlies with Town Meeting before election: Date
Division of Local Services Override may have preceded Town Meeting:L_-
Municipal DatabanklLocal Aid Section (dep,on date of TM for that year)
Municipality Election Annual TM Description Date FY Yes No (Loss_ AmounE
NEEDHAM general budget j" ,1 May-90 1991 4,861 4,903_IASS`--- 2,025:464=
NEEDHAM Fund Library Operating budget _1=Apr=911 1992 8,196 2,819;YVI€�` -•.---i-487-,000.:
NEEDHAM Fund Fire Dept&Ambulance Service Budget --'1-Apr01 1992 7,322 3,628'MN "19s'1151
NEEDHAM Fund Council on Aging Budget -I Apr.9l 1992 7,058 3,757 NrJMIN -_'_ --69,`.)85=
NEEDHAM Fund School department budget 4-;*' 91.1 1992 7,208 3,7601Vu1N- ":978,000
NEEDHAM Fund Police Department budget ' 1_AprT911 1992 6,886 3,994 8t1 _._._.` =52�I141
NEEDHA#,4 Fund Park&Recreation Department budget :k -91} 1992 6,042 4,660 MIN _ =52000j
NEEDHAM Fund Youth Commission Department budget ,71APr 911 1992 5,991 4,704 W1N_-_=• _ ,f-29,872;
I=
NEEDHAM operations of police department t= -Ap !6y 1997 3,883 3,947!.OSS-?--...7,7-.,-t."97-.6,51i
_
NEEDHAA4 operations of the Board of Health 'S Apr=9$`. 1997 3.894 3,955 LOSS ,%:57,t 1.
NEEDHAM operations of school department -=-8=Apr.96 1997 3,908 3,969 EOSS'__-='=}:469.811I
NEEDHAM maintainance of municipal main!"dept i,.--,1_8:..-Apr-96:- 1997 3,364 -1.0qS:„:7"',.f.:,-45,1p11/1
45 SI
NEEDHAM operations of public works dept. 1; 8-Air-961 1997 3,359 4,373'LOSS-..t" -.,:-.10_5.,665.1.
7_8- 9G 1997 5,692 2,304 MN- 295,000-
NE£DHA#d operatonsaflhelibrary - - �'_.� l,.�__.__
NEEDHAM operations of council on aging L4-e'8-A r-�8 1997 4,393 3,4811W1N__f-:-.-,40,00Q;
NEEDHAM operations of youth commission 8- p-61 1997 4,287 3,5961Wa __ -i_;66;4311
NEEDHAM operations of fire department =•8-A 9C1 1997 4,139 3,679�VNi'f-.=- --_ 1_07,000;
operations ofparks and recreation dept. k=z&- 96. 1997 4,098 3,755 VI113 =-__1r 40,500,
NEEDHAM P eP• �-,-.'�T--9
NEERHAM SCHOOL DEPT OPERATIONS _3-1 ay_971 1998 4,019 4,0691)SS" -_--3" -1,500,tf00
FUNDING INFRASTRUCTURE MAINTENANCE
NEEDHAM PROGRAMS 05-Nov-02 2003 6,667 7,330 LOSS 4,650,000
FUNDING INFRASTRUCTURE MAINTENANCE
NEEDHAM PROGRAMS 05-Nov-02 2003 5.182 8,544 LOSS 5,656,000
FUNDING INFRASTRUCTURE MAINTENANCE
NEEDHAM PROGRAMS 05-Nov-02 2003 4,579 9,186 LOSS 6,970,000
NEEDHAM DEFRAYING SCHOOL OPERATING EXPENSES k,---14=ppr_03.1 2004 5,782 3,9771MN-z _2009, 18
NEEDHAM PUBLIC SAFETY IN POLICE DEPARTMENTS 1 14=ALf S' 2004 5,782 3.977i1MN __30Q.0 :
NEEDHAM ROAD MAINTENANCE 4 •-' 23 AApr 7 2004 6,602 3,133 V1Af1- - -- T50 000:
NEEDHAM SCHOOL DEPARTMENT EXPENDITURES 'Z•1a AAr 0& 2007 3,671 4 115LOSS -A 1'476 0171
59-3701
NEEDHAM GENERAL OPERATING EXPENDITURES
Val=Apt 063 2007 4,054 3.728 EIt1: ':: - -7r... _r
NEEDHAM defray school operating expenses ;r:7tYApr97? 2008 4,681 3,376 VAN ''='1 12O,G70!.
PLYMOUTH -May-0 -Apr-r operating-funding new middle school 8-Nov-94 1996 4,127 10,959 LOSS 4,000,000
. OPERATING THE MUNICIPAL GOVERNMENT AND
RANDOLPH 3-Apr-07 23-Apr-07 PUBLIC SCHOOLS 13-May-03 2007 1,308 4,362 LOSS 5,200,000
OPERATING THE MUNICIPAL GOVERNMENT AND
RANDOLPH PUBLIC SCHOOLS 13-May-03 2007 1 479 4,207 LOSS 4,500,000
FULLY FUNDING REFUSE COLLECTION AND
RANDOLPH DISPOSAL CONTRACTUAL SERVICES 13-May-03 2007 3,506 4,221 LOSS 2.500,000
OPERATING THE MUNICIPAL GOVERNMENT AND
RANDOLPH PUBLIC SCHOOLS 13-May-03 2007 1,741 3,974 LOSS 3,800,000
OPERATING MUNICIPAL GOVERNMENT AND
RANDOLPH PUBLIC SCHOOLS 13-May-03 2007 2,213 3,590 LOSS 2,500,000
RANDOLPH GENERAL OPERATING EXPENSES 13-Jun-06 2007 1,909 2,540 LOSS 3,300,000
READING 3-Apr-07ti.--,231,407_1 Gen.Oper Budget "''1.-1.1a?y9, 1991 3,025 4,683 LOS5` X1;553;000
28-
READING general operating expenses = Mar 93= 1994 3,900 3,538'-4MN s_2;41_0;¢121
READING SIDEWALK CONSTRUCTION 25-Feb-03; 2005 2,742 4,8691LOS5=__ 250000
• =3 - ,-_� l
READING FUND 2044 OPERATING BUDGET �-a(€8-Apr-D31 2004 4,249 3,190;4VIN'"'-==4:580:004#:
SAUGUS 6-Nov-07 7•iky-07=`1 GENERAL OPERATING EXPENDITURES .24_4-1-07t 2008 2.180 4,572_LOSS_-='5;2O0, 00.1
SHREWSBURY 1-May-07 <�2i=May=O7-1school dept bus transportation expenses ';-_=4 AMay=921 1993 1,535 2,882;LOSS-;__,:_ 200, k
SHREWSBURY FUNDING SCHOOL DEPARTMENT :5 03_May_04: 2006 2,301 4,2911_OSS_`=47.200;000s
OPERATING BUDGET FOR SEVERAL
SHREWSBURY DEPARTMENTS 06-Jun-05 2006 2,451 4,797 LOSS 1.500,000
SHREWSBURY FUNDING TOWN AND SCHOOL BUDGETS ;T=01jIay:O7a 2008 5.188 5,577 LOSS
Massachusetts Department of Revenue Communilies with Tovm Meeting before election: Date
Division of Local Services Override may have preceded Town Meeting
Municipal Detabank/Local Aid Section (dep.on dale of TM for that year)
Municipality Election Annual TM pescrIPlIon Date a 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-,Jum05 2006 3,073 1,816 WIN 180,000
OPERATING EXPENSES OF THE FIRE
SWAMPSCOTT DEPARTMENT 14-Jun-05 2006 3,038 -1,840 WIN 265,030
SWAMPSCOTT OPERATING EXPENSES OF THE LIBRARY 14•Jun-05 2006 2,765 2,084 WIN 30,000
OPERATING EXPENSES FOR THE COUNCIL.ON
SWAMI'SCOTT 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- un-0 ,-7±/Nr07.4 General Operating expenses _, .1,MaSr:90: 1991 2,259 3,095C.L....m.,-- ,_-_192.v001
WALPOLE Fund SoEdiliazardous Waste Budget 1-Jun-91 1992 1,301 2,137 LOSS 516,521
WALPOLE GENREAL OPERATING EXPENSES 11-Sep-01 2002 6.259 4,975 WIN 3,709.259
WELLESLEY 6-Mar-07 .',.-26.-Niar.07- Asbestos removal in schools t,.. .F1),t,itriell 1990 3,202 3,309LLCISS ,-..; 340.,0.,00I
WELLESLEY "General government public works,educJibr440.; 1990 2,643 3,846[0a7.7v----. 9229.02.'.'
WELLESLEY capital outiay and maintenance of program iiii:.09i 1990 2,458 4,050 I2.10-SiE.,i10...1240,-'c
WELLESLEY Poke and Fke department F 4.
-.A lac8fif 1990 1,965 4,478:0's§,,-,fi--,,,idt.±4 pi*
,. ._
WELLESLEY Fund Board of Health Oper.Budget 1-May-90 1991 3,410 4,273 LOSS 15,000
WELLESLEY Fund Youth Commission Operations 1-May-90 1991 2,623 6,052 LOSS 15,399
WELLESLEY Fund Personnel Board Operations 1-May.90 1991 2,325 5,297 LOSS 6,900
WELLESLEY Fund SchJEducation Budget 1-May-90 1991 5,420 2,359 WIN 270,600
WELLESLEY Fund DPW Recycling Disposal Facility 1-May-90 1991 4,038 3,678 WIN 347,300
WELLESLEY Fund Public Education Department 1-May-91 1992 3,935 2,103 WIN 246,800
WELLESLEY Fund Library Department operations 1-May-91 1992 3,519 2,519 WIN 78,200
WELLESLEY public education 02-May-00 2001 3,120 957 WIN 750,000
WELLESLEY PUBLIC EDUCATION 01-May-01 2002 3,031 1,582 WIN 1,967,821
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 OPERA-TING BUDGET 10-May-05 2006 4,101 4,118 LOSS 3,652,392
WELLESLEY GENERAL FUND OPERATING BUDGET 10-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,G07 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 , 2,3Arrr-0741 funding for fibre ry book account --4.-'26-4%-691i 1992 2,599 3,127',LOW,'1727,00,0
WINCHESTER fund school department budget :284146,141I 1992 2,421 3,3061LOSS -5„7-044,00p,
WINCHESTER funding pubScWOOCS grounds div,budget -7-': EV-t,4a•-;,i-i3 1992 2,395 3,310 itOS.,.4 -_,:;-'-t.,-20:00,41
WINCHESTER funding for heallh deptinspector 'i ,264,4ah.911 1992 1,935 3.6340SS-..',-.::•:71-4.1099-,
WINCHESTER funding rent on counci on aging F-T.2t44441,1 1992 1,8,92 3 67916S..§a2--"-' 14-04(11
WINCHESTER GENERAL OPERATING BUDGET 17L,F,,:lt4A-fg) 2003 4,465 3,300 Pil.1'. _,-.4-.650:001
WINCHESTER GENERAL OPERATING EXPENDITURES 07-Dec-04 2006 3,518 4,543 LOSS 3,933,000
operating budget for pofice,fire,libraryschool.,publictzl:i.r-77I c`.1 1...,=,c,-
WINCHESTER works and other municipal personnel ;-",13416fiatt 2008 4,252 2,297(WIT4.. .t.-z. 1;347,g00:
(Compiled by Andy Friedlich-Ad I loc Budget Schedule Committee)
)