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HomeMy WebLinkAbout2025-03-24 SB Packet - ReleasedSELECT BOARD MEETING Monday, March 24, 2025 Select Board Meeting Room, 1625 Massachusetts Avenue, Lexington, MA 02420 - Hybrid Participation* 6:00 PM AGENDA CONSENT AGENDA 1.Approve: Town Manager Committee Reappointments Conservation Commission: Alexandra Dohan Historical Commission: Marilyn Fenollosa Wendall Kalsow 2.Approve: Select Board Committee Reappointment Board of Registrar - Judith Moore ITEMS FOR INDIVIDUAL CONSIDERATION 1.Approve: Select Board Committee Appointments 6:05pm Ad Hoc Crematory Study Committee II: 5 Community Representative Members Archan Basu Michael Harris Jyoti Puri Joseph Su Judith Zola 1 Lexington Area Interfaith Community Member Rabbi David Lerner 1 Board of Health Member Jillian Tung 2.Presentation of Residential Development Impact Study Report 6:10pm 3.Review Select Board Report to Annual Town Meeting 2025 6:40pm 4.2025 Annual Town Meeting - Select Board Article Presenters, Discussion and Positions 6:50pm ADJOURN 1.Anticipated Adjournment 7:00pm Meeting Packet: https://lexington.novusagenda.com/agendapublic/ *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: https://lexingtonma.zoom.us/j/82013535294?pwd=mGvKYC9PHOT8ByUHHa0a18jNRhRXpf.1 iPhone one-tap: +13017158592,,82013535294#,,,,*848540# Phone +1 646 876 9923 Meeting ID: 820 1353 5294 Passcode: 848540 An Act Relative to Extending Certain State of Emergency Accommodations: https://www.mass.gov/the-open-meeting-law The next regularly scheduled meeting of the Select Board will be held on Wednesday, March 26, 2025 at 6:00pm via hybrid participation. Hearing Assistance Devices Available on Request All agenda time and the order of items are approximate and subject to change. AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Approve: Town Manager Committee Reappointments PRESENTER: Steve Bartha, Town Manager ITEM NUMBER: C.1 SUMMARY: Category: Decision-Making The Town Manager is requesting that the Select Board approve the reappointments of Alexandra Dohan to the Conservation Commission as well as Marilyn Fenollosa and Wendall Kalsow to the Historic Commission. State Conflict of Interest Law online training is up-to-date for Alexandra Dohan, Marilyn Fenollosa and Wendall Kalsow. SUGGESTED MOTION: To confirm the Town Manager's reappointments of Alexandra Dohan to the Conservation Commission as well as Marilyn Fenollosa and Wendall Kalsow to the Historical Commission. All with terms set to expire March 31, 2028. Move to approve the consent. FOLLOW-UP: Town Manager's Office DATE AND APPROXIMATE TIME ON AGENDA: 3/24/2025 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Approve: Select Board Committee Reappointment PRESENTER: Doug Lucente, Chair ITEM NUMBER: C.2 SUMMARY: Category: Decision-Making Reappointment: Board of Registrars The Select Board is being asked to reappoint Judith Moore to the Board of Registrars for a three-year term set to expire on March 31, 2028. The membership on the Board of Registrars currently consists of one Republican, two Democrats and the Town Clerk. No nominations were submitted by the Democratic Town Coommitte. The Lexington Republican Town Committee has nominated Judith Moore for reappointment as a Republican representative. Her State Conflict of Interest Law Online Training is complete and up to date. SUGGESTED MOTION: to reappoint Judith Moore to the board of Registrars for a three-year term set to expire March 31, 2028. Move to approve the consent FOLLOW-UP: Select Board Office DATE AND APPROXIMATE TIME ON AGENDA: 3/24/2025 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Approve: Select Board Committee Appointments PRESENTER: Doug Lucente, Chair ITEM NUMBER: I.1 SUMMARY: Appointments Ad Hoc Crematory Study Committee II Appoint the following as the members of the Ad Hoc Crematory Study Committee II: Archan Basu, Michael Harris, Jyoti Puri, Joseph Su, Judith Zola (Community Representative Members) Rabbi David Lerner (Lexington Area Interfaith Community Member) Jillian Tung (Board of Health Member) Select Board will also discuss appointing a Select Board Liaison to this committee. SUGGESTED MOTION: Move to appoint the following as members of the Ad Hoc Crematory Study Committee II Archan Basu, Michael Harris, Jyoti Puri, Joseph Su, Judith Zola (Community Representative Members) Rabbi David Lerner (Lexington Area Interfaith Community Member) Jillian Tung (Board of Health Member) and designate Ad Hoc Crematory Study Committee II members as Special Municipal Employees. FOLLOW-UP: Select Board Office. DATE AND APPROXIMATE TIME ON AGENDA: 3/24/2025 6:05pm ATTACHMENTS: Description Type 2025.02.08 Basu, Archan - AHCSII_Redacted Backup Material 2025.02.27 Harris, Micheal - AHCSII_Redacted Backup Material 2025.01.31 Puri, Jyoti - AHCSII_Redacted Backup Material 2025.01.23 Su, Joseph - AHCSII_Redacted Backup Material 2025.02.01 Zola, Judith - AHCSII_Redacted Backup Material 2025.01.29 Lerner, David Rabbi - AHCSII _Redacted Backup Material 2025.03.10 Tung, Jillian - AHCSII Backup Material Submit Date: Feb 08, 2025 First Name Middle Initial Last Name Email Address Home Address Suite or Apt City State Postal Code Primary Phone Alternate Phone Lexington MA Boards & Committees Application Form Profile Attendance to a regularly scheduled meeting of the board or committee of interest is strongly encouraged when considering applying for membership. All committee meetings are open to the public and are posted at least 48 hours in advance of the meeting in our www.lexingtonma.gov/calendar. If you are appointed to the board or committee for which you have applied, information from this application will be used to contact you regarding your appointment from the appointing authority as well as the Town Clerk’s Office. Please do not offer information on this application you would prefer we not use. Applications will be kept on file and considered as vacancies occur for up to one year unless otherwise noted. If you have any questions or need more information regarding the completion of the application, please contact either the Select Board Office at 781-698-4580 or the Town Manager’s Office at 781-698-4540. Nickname Preferred Title (i.e. Mr., Ms., Mx., Dr., Rev .....) Alternate Email Address (Optional) th.com Length of Residence in Lexington (Note: ZBA requirement is a minimum of 8 years) 12 What Precinct do you live in? Precinct 7 Archan K Basu @gmail.com Rd Lexington MA 02420 Mobile: -1880 Archan K Basu Employer Job Title Upload a Resume Conflict of Interest Law Training Certificate Work Address Which Boards would you like to apply for? Ad hoc Crematory Study Committee II: Submitted Interests & Experiences Please tell us about yourself and why you want to serve. Special Training and/or Qualifications I bring deep financial acumen plus a willingness to listen, learn, and work hard. Why are you interested in serving on a board or commission? Cremation is an important final step in life's journey for increasing numbers of Americans. Since my wife is Chinese and Protestant, while I am Hindu, and we moved to Lexington to be closer to my brother's family (also in Lex) and my parents (in Arlington), we embody a perspective that is multi-ethnic, multi-religious, and multi-generational. All of that must be balanced against fiscal discipline for all town residents. How did you hear about the board or commission for which you are applying? Multiple sources - I have followed town affairs and am currently a TMM candidate in Precinct 7 where Westview Cemetary is located. Have you recently attended any meetings of the board or committee for which you are applying? Yes No Have you confirmed your availability to attend the board or committee's meetings? (i.e. can attend at the time the committee regularly meets) Yes No Do you currently serve on another board or committee? Yes No If yes, please list date of most recent Conflict of Interest Law Training. Altar Rock LLC Chief Investment Officer Archan_Basu_resume.pdf Archan K Basu Submit Date: Feb 27, 2025 First Name Middle Initial Last Name Email Address Home Address Suite or Apt City State Postal Code Primary Phone Alternate Phone Lexington MA Boards & Committees Application Form Profile Attendance to a regularly scheduled meeting of the board or committee of interest is strongly encouraged when considering applying for membership. All committee meetings are open to the public and are posted at least 48 hours in advance of the meeting in our www.lexingtonma.gov/calendar. If you are appointed to the board or committee for which you have applied, information from this application will be used to contact you regarding your appointment from the appointing authority as well as the Town Clerk’s Office. Please do not offer information on this application you would prefer we not use. Applications will be kept on file and considered as vacancies occur for up to one year unless otherwise noted. If you have any questions or need more information regarding the completion of the application, please contact either the Select Board Office at 781-698-4580 or the Town Manager’s Office at 781-698-4540. Nickname Mike Preferred Title (i.e. Mr., Ms., Mx., Dr., Rev .....) Mr. Alternate Email Address (Optional) Length of Residence in Lexington (Note: ZBA requirement is a minimum of 8 years) 22 years What Precinct do you live in? Precinct 6 Michael P Harris 7@gmail.com Rd. Lexington MA 02420 Mobile: -6027 Michael P Harris Employer Job Title Upload a Resume Work Address Rd. Which Boards would you like to apply for? Ad hoc Crematory Study Committee II: Submitted Interests & Experiences Please tell us about yourself and why you want to serve. Special Training and/or Qualifications I've worked at large corporations on the executive committee level, and currently am co- founder of a health tech startup. I also serve on the board of a non-profit school and lead their Governance Committee. My wife and I raised two girls from Pilgrim Nursery School through Fiske, Diamond, and LHS and are proud residents of the town. I like to contribute to the community and believe I can offer a rational, business-oriented perspective on the issues at hand. See LinkedIn profile for more details: https://www.linkedin.com/in/mikeharris-coo/ Why are you interested in serving on a board or commission? I believe that Lexington is a fantastic community that represents the promise of bringing together individuals from a wide variety of backgrounds, cultures, and perspectives. I and my family have benefited from the environment here, and I'd like to offer my time and experience as way to 'pay it forward' for all that the town has done for us and all the other families in town. This issue is an interesting one to me, as it represents the need to balance the wishes of our community members with the appropriate level of involvement by our town government. How did you hear about the board or commission for which you are applying? Saw online Have you recently attended any meetings of the board or committee for which you are applying? Yes No Have you confirmed your availability to attend the board or committee's meetings? (i.e. can attend at the time the committee regularly meets) Yes No Do you currently serve on another board or committee? Yes No TriCan Health COO Michael P Harris Submit Date: Jan 31, 2025 First Name Middle Initial Last Name Email Address Home Address Suite or Apt City State Postal Code Primary Phone Alternate Phone Lexington MA Boards & Committees Application Form Profile Attendance to a regularly scheduled meeting of the board or committee of interest is strongly encouraged when considering applying for membership. All committee meetings are open to the public and are posted at least 48 hours in advance of the meeting in our www.lexingtonma.gov/calendar. If you are appointed to the board or committee for which you have applied, information from this application will be used to contact you regarding your appointment from the appointing authority as well as the Town Clerk’s Office. Please do not offer information on this application you would prefer we not use. Applications will be kept on file and considered as vacancies occur for up to one year unless otherwise noted. If you have any questions or need more information regarding the completion of the application, please contact either the Select Board Office at 781-698-4580 or the Town Manager’s Office at 781-698-4540. Nickname Preferred Title (i.e. Mr., Ms., Mx., Dr., Rev .....) Alternate Email Address (Optional) @gmail.com Length of Residence in Lexington (Note: ZBA requirement is a minimum of 8 years) 29 years What Precinct do you live in? Precinct 6 Jyoti Puri p .edu Street Lexington, MA MA 02420 Mobile: 9666 Jyoti Puri Page 1 of 3 Employer Job Title Upload a Resume Work Address 100 Cummington Mall Room 281 Boston University Boston MA 02215 Which Boards would you like to apply for? Ad hoc Crematory Study Committee II: Submitted Interests & Experiences Please tell us about yourself and why you want to serve. Special Training and/or Qualifications I am a Professor of Sociology currently working on a long-term research project examining death rites among South Asians in the U.S., with a specific focus on cremation practices. Over the past nine years, I have conducted extensive research, including interviews with South Asian religious leaders and community members, and have engaged in archival work tracing cremation and funeral practices back to the early 20th century, when South Asians began arriving in the U.S. in significant numbers. My work has resulted in published papers, and I am completing a book-length monograph on the subject. In addition to my academic work, I have significant leadership experience. As a faculty member, I have chaired a department, led a graduate program, and served in various administrative capacities. My leadership roles have honed my ability to collaborate, gather and assess data, and contribute effectively to committee work. As a Lexington resident for nearly 30 years, I have been actively involved in the community. I previously served as a volunteer on the Lexington 20/20 Vision Committee and was honored by the LexSeeHer Committee in 2022 for my professional contributions. I also requested and was granted permission to speak at the fall Lexington Board meeting regarding the potential construction of a crematory in town. These combined experiences—my research expertise, administrative leadership, and community involvement—have prepared me to contribute meaningfully to an ad hoc committee tasked with assessing and recommending plans for the development of a crematory adjacent to or connected with the Westview Cemetery Building. Why are you interested in serving on a board or commission? I am interested in serving on this committee because it aligns with both my academic expertise and my personal connection to Lexington. As someone who has studied death rites and cremation practices extensively, I recognize the cultural, spiritual, and practical significance of cremation facilities, especially in a diverse and evolving community like Lexington, while being attentive to financial and other relevant constraints. I believe that thoughtful planning is crucial to determining the feasibility of such a project. Having lived in Lexington for nearly 30 years, I am committed to contributing to the town’s continued growth and the development of public services. The possibility of building a crematory is more than just an infrastructure project—it is an opportunity to engage in meaningful dialogue about serving residents' needs and planning for the future. I am eager to lend my expertise and interest in this topic by serving on this ad hoc committee. Boston University Professor of Sociology Curriculum_Vitae-Puri.pdf Jyoti Puri Page 2 of 3 Conflict of Interest Law Training Certificate How did you hear about the board or commission for which you are applying? I was at the Lexington Board meeting when the Ad Hoc Crematory Study Committee was approved. Have you recently attended any meetings of the board or committee for which you are applying? Yes No Have you confirmed your availability to attend the board or committee's meetings? (i.e. can attend at the time the committee regularly meets) Yes No Do you currently serve on another board or committee? Yes No If yes, please list date of most recent Conflict of Interest Law Training. Jyoti Puri Page 3 of 3 Submit Date: Jan 23, 2025 First Name Middle Initial Last Name Email Address Home Address Suite or Apt City State Postal Code Lexington MA Boards & Committees Application Form Profile Attendance to a regularly scheduled meeting of the board or committee of interest is strongly encouraged when considering applying for membership. All committee meetings are open to the public and are posted at least 48 hours in advance of the meeting in our www.lexingtonma.gov/calendar. If you are appointed to the board or committee for which you have applied, information from this application will be used to contact you regarding your appointment from the appointing authority as well as the Town Clerk’s Office. Please do not offer information on this application you would prefer we not use. Applications will be kept on file and considered as vacancies occur for up to one year unless otherwise noted. If you have any questions or need more information regarding the completion of the application, please contact either the Select Board Office at 781-698-4580 or the Town Manager’s Office at 781-698-4540. Nickname Joe Preferred Title (i.e. Mr., Ms., Mx., Dr., Rev .....) Mr. Alternate Email Address (Optional) @gmail.com Length of Residence in Lexington (Note: ZBA requirement is a minimum of 8 years) 32 years What Precinct do you live in? Precinct 2 Joseph Su @gmail.com Avenue Lexington MA 02421 Joseph Su Primary Phone Alternate Phone Employer Job Title Upload a Resume Work Address Avenue Which Boards would you like to apply for? Ad hoc Crematory Study Committee II: Submitted Interests & Experiences Please tell us about yourself and why you want to serve. Special Training and/or Qualifications I have been Air Quality Engineer for 35 years for the Department of Environmental Protection and have permitted and supervised the stack testing of human crematories throughout the Metropolitan Boston area. Why are you interested in serving on a board or commission? I hope to bring my work experience to this ad hoc crematorium committee. How did you hear about the board or commission for which you are applying? I received an email that notified me of this opportunity. Have you recently attended any meetings of the board or committee for which you are applying? Yes No Have you confirmed your availability to attend the board or committee's meetings? (i.e. can attend at the time the committee regularly meets) Yes No Do you currently serve on another board or committee? Yes No If yes, please list date of most recent Conflict of Interest Law Training. Home: 9827 Commonwealth ofMassachusetts Environmental Engineer Joseph Su Conflict of Interest Law Training Certificate Joseph Su Submit Date: Feb 01, 2025 First Name Middle Initial Last Name Email Address Home Address Suite or Apt City State Postal Code Lexington MA Boards & Committees Application Form Profile Attendance to a regularly scheduled meeting of the board or committee of interest is strongly encouraged when considering applying for membership. All committee meetings are open to the public and are posted at least 48 hours in advance of the meeting in our www.lexingtonma.gov/calendar. If you are appointed to the board or committee for which you have applied, information from this application will be used to contact you regarding your appointment from the appointing authority as well as the Town Clerk’s Office. Please do not offer information on this application you would prefer we not use. Applications will be kept on file and considered as vacancies occur for up to one year unless otherwise noted. If you have any questions or need more information regarding the completion of the application, please contact either the Select Board Office at 781-698-4580 or the Town Manager’s Office at 781-698-4540. Nickname Judy Preferred Title (i.e. Mr., Ms., Mx., Dr., Rev .....) Ms. Alternate Email Address (Optional) edu Length of Residence in Lexington (Note: ZBA requirement is a minimum of 8 years) 32 years What Precinct do you live in? Precinct 7 Judith S Zola jszola@yahoo.com Road Lexington MA 02420 Judith S Zola Page 1 of 3 Primary Phone Alternate Phone Employer Job Title Upload a Resume Work Address Which Boards would you like to apply for? Ad hoc Crematory Study Committee II: Submitted Interests & Experiences Please tell us about yourself and why you want to serve. Special Training and/or Qualifications I am passionate about creating spaces where everyone's voice is heard and all are included and respected. I have been in the learning and development space for most of my career, at both Sodexo and Boston Children's Hospital. My profession is to bring people together, provide them skills and experiences where they grow as a professional and a human being, and create spaces where people feel psychologically safe. I want to be able to do that kind of work for the town I love. I have been involved in the LexSeeHer project as an original steering committee member. I have been very involved at Temple Emunah, the conservative synagogue in town. There I have been on the board for many years, including being the executive vice president and president of the temple. I care deeply about making sure all people feel included and honored, and it would be my pleasure and joy to serve on the Ad hoc Crematory Study Committee ll. I want to make sure that all voices are heard and that we are truly looking at this issue through an equity lens. Thank you! Why are you interested in serving on a board or commission? I think this is an important area of conversation, and I would like to lend my voice as a member of the Jewish community and a member of the Human Rights Committee for the town of Lexington. I truly believe this needs to be looked at through an equity lens for all members of our community. How did you hear about the board or commission for which you are applying? I have been seeing information about it through the town email and communication. Have you recently attended any meetings of the board or committee for which you are applying? Yes No Mobile: 08 Home: (308 Boston Children's Hospital Director, Learning andProfessional Development judith_zola_resume- _october_2024.docx Judith S Zola Page 2 of 3 Conflict of Interest Law Training Certificate Have you confirmed your availability to attend the board or committee's meetings? (i.e. can attend at the time the committee regularly meets) Yes No Do you currently serve on another board or committee? Yes No If yes, please list date of most recent Conflict of Interest Law Training. 11/19/2024 Certificate__Judith_Zola__1_.pdf Judith S Zola Page 3 of 3 Submit Date: Jan 29, 2025 First Name Middle Initial Last Name Email Address Home Address Suite or Apt City State Postal Code Primary Phone Alternate Phone Lexington MA Boards & Committees Application Form Profile Attendance to a regularly scheduled meeting of the board or committee of interest is strongly encouraged when considering applying for membership. All committee meetings are open to the public and are posted at least 48 hours in advance of the meeting in our www.lexingtonma.gov/calendar. If you are appointed to the board or committee for which you have applied, information from this application will be used to contact you regarding your appointment from the appointing authority as well as the Town Clerk’s Office. Please do not offer information on this application you would prefer we not use. Applications will be kept on file and considered as vacancies occur for up to one year unless otherwise noted. If you have any questions or need more information regarding the completion of the application, please contact either the Select Board Office at 781-698-4580 or the Town Manager’s Office at 781-698-4540. Nickname David Preferred Title (i.e. Mr., Ms., Mx., Dr., Rev .....) Alternate Email Address (Optional) @TempleEmunah.org Length of Residence in Lexington (Note: ZBA requirement is a minimum of 8 years) What Precinct do you live in? Precinct 3 David Lerner @templeemunah.org Street Lexington MA 02421 Business: (781) Mobile: 9 Rabbi David Lerner Employer Job Title Upload a Resume Conflict of Interest Law Training Certificate Work Address Temple Emunah 9 Piper Rd Lexington, MA 02421 Which Boards would you like to apply for? Ad hoc Crematory Study Committee II: Submitted Interests & Experiences Please tell us about yourself and why you want to serve. Special Training and/or Qualifications Burial Why are you interested in serving on a board or commission? Play an essential role in clergy; past president of LICA How did you hear about the board or commission for which you are applying? From Reverend Reebee Garish, president of LICA Have you recently attended any meetings of the board or committee for which you are applying? Yes No Have you confirmed your availability to attend the board or committee's meetings? (i.e. can attend at the time the committee regularly meets) Yes No Do you currently serve on another board or committee? Yes No If yes, please list date of most recent Conflict of Interest Law Training. None on file Temple Emunah Senior Rabbi Rabbi David Lerner Submit Date: Mar 11, 2025 First Name Middle Initial Last Name Email Address Home Address Suite or Apt City State Postal Code Primary Phone Alternate Phone Employer Job Title Lexington MA Boards & Committees Application Form Profile Attendance to a regularly scheduled meeting of the board or committee of interest is strongly encouraged when considering applying for membership. All committee meetings are open to the public and are posted at least 48 hours in advance of the meeting in our www.lexingtonma.gov/calendar. If you are appointed to the board or committee for which you have applied, information from this application will be used to contact you regarding your appointment from the appointing authority as well as the Town Clerk’s Office. Please do not offer information on this application you would prefer we not use. Applications will be kept on file and considered as vacancies occur for up to one year unless otherwise noted. If you have any questions or need more information regarding the completion of the application, please contact either the Select Board Office at 781-698-4580 or the Town Manager’s Office at 781-698-4540. Nickname Preferred Title (i.e. Mr., Ms., Mx., Dr., Rev .....) Alternate Email Address (Optional) Length of Residence in Lexington (Note: ZBA requirement is a minimum of 8 years) 19 years What Precinct do you live in? Precinct 6 Jillian Tung @gmail.com Rd Lexington MA 02420 Home: (781) Dr Jillian Tung Upload a Resume Conflict of Interest Law Training Certificate Work Address Which Boards would you like to apply for? Ad hoc Crematory Study Committee II: Submitted Interests & Experiences Please tell us about yourself and why you want to serve. Special Training and/or Qualifications - Member, Lexington Board of Health - M.D., M.P.H. Why are you interested in serving on a board or commission? - Fulfillment of Board of Health seat How did you hear about the board or commission for which you are applying? - Lexington Board of Health Have you recently attended any meetings of the board or committee for which you are applying? Yes No Have you confirmed your availability to attend the board or committee's meetings? (i.e. can attend at the time the committee regularly meets) Yes No Do you currently serve on another board or committee? Yes No If yes, please list date of most recent Conflict of Interest Law Training. 06/04/2021 (Expired) Dr Jillian Tung AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Presentation of Residential Development Impact Study Report PRESENTER: Fougere Planning & Development and Jeffrey Donohoe Associates ITEM NUMBER: I.2 SUMMARY: The Board will hear a presentation from the study consultants (Mark Fougere and Jeff Donahue), followed by a brief Q&A, and discuss next steps. SUGGESTED MOTION: FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 3/24/2025 6:10pm ATTACHMENTS: Description Type MBTA Multi-family Impact Study presentation Presentation Residential Development Impact Study Report Backup Material IMPACT ANALYSIS OF MULTI-FAMILY HOUSING DEVELOPMENT ON LEXINGTON Fougere Planning & Development Jeffrey Donohoe Associates March 2025 THE ASSIGNMENT Evaluate the impacts to Lexington Public Schools resulting from the additional residential development. In addition, the Project Team was also charged with identifying potential impacts to emergency services, including police, fire and emergency medical services (EMS), along with other town departments including planning, building/inspectional services, conservation, public works, public health & human services and recreation/community programs. THE APPROACH Identify comparable Lexington properties to use as indicators to estimate impact of new multi-family developments in Lexington. Apartments Townhomes Garden-style condominiums THE PROPOSED PROJECTS THE SCHOOL IMPACTS 499 new students if all 1,117 units are built and occupied 480 students generated by apartment projects 217 new students K-5, 130 in grades 6-8, 152 at the high school Since 2019, LPS enrollment has declined 6.3%, 444 students Almost 200 staff have been added over the same period THE SCHOOL COST IMPACTS All “New” students Net New Students Based on LPS Enrollment Trends LSP staff has indicated that adequate capacity exists to accommodate the projected increase in enrollment THE EMERGENCY SERVICES IMPACTS Based on existing number of officers per 1,000 metric, Police could require four additional officers and one additional cruiser. Additional calls for ambulance service could help support a third ambulance, which would provide benefits to the larger community. Eight staff and an additional ambulance. $32,000 in annual staff costs and $20,000 contribution to a new ambulance attributed to new multi-family projects. THE SUMMARY OF COST IMPACTS Total impacts are estimated to be in the range of $3.6 million to $8.6 million annually THE REVENUE IMPACTS Net estimated new revenues of $5.1 million if all 1,117 units are built and occupied Prepared for The Town of Lexington 1625 Massachusefts Avenue Lexington, MA 02420 Draft Prepared by Fougere Planning + Development Milford, NH 03055 In Associafion with Jeffrey Donohoe Associates Contoocook, NH 03229 IMPACT ANALYSIS OF MULTI-FAMILY HOUSING DEVELOPMENT ON LEXINGTON, MASSACHUSETTS March 19, 2025 2 Execufive Summary In April 2023, the Town of Lexington passed zoning to encourage mulfi-family housing development, consistent with State legislafion requiring MBTA communifies to provide mulfi- family housing as of right. Lexington zoned more than 250 acres of property for as of right mulfi- family housing. The zoning change had the desired effect – by February, the Town had received proposals for 1,117 apartment, townhouse and garden condominium units. The Project Team1 was retained to evaluate impacts to Lexington Public Schools resulfing from the addifional residenfial development.In addifion, the Project Team was also charged with idenfifying potenfial impacts to emergency services, including police, fire and emergency medical services (EMS), along with other town departments including planning, building/inspecfional services, conservafion, public works, public health & human services and recreafion/community programs. Schools and emergency services (Police, Fire, EMS) are likely to see the most significant impacts associated with the development of these projects. Although some of the proposed projects may not be developed, this analysis evaluates impacts associated with all 1,117 units. The Project Team interviewed leadership at the Lexington Public Schools (LPS), the Lexington Police Department (LPD) and the Lexington Fire Department (LFD) which provides EMS services for the Town. In addifion, these departments provided data to support the Project Team’s analysis. LPS provided detailed enrollment informafion and budget informafion, while LPD and LFD provided call history, staffing and budgetary data. Methodology In order to esfimate the impacts associated with new mulfi-family development in Lexington, the Project Team idenfified comparable apartment, townhome and garden-style condominium properfies in Lexington. These include: Apartments – Avalon at Lexington Hills, Avalon at Lexington Ridge and 186 Bedford St; Townhomes – Lexington Meadows/Lily Pond and Lexington Courtyard; and Garden-Style Condominiums – Jefferson Union, Lexington Place and Manor Terrace. LPS provided enrollment informafion, which was cross-referenced with the comparable properfies, to idenfify student density by grade level for each property type. Enrollment data was further delineated by market-rate versus affordable units and bedroom count to calculate more specific mulfipliers. 1 Fougere Planning + Development and Jeffrey Donohoe Associates 3 LPD and LFD provided address-based call data for each of the comparable properfies to allow for the development of call rafios for each type of property. These mulfipliers for school-age children and calls for service were ufilized to esfimate the impacts of the new mulfi-family projects in Lexington. School Impacts The review of comparable projects indicates that an addifional 499 students may be enrolled at LPS if all 1,117 units are constructed and occupied. Full occupancy is anficipated for the 2030/2031 school year. It is esfimated that 480 of these students will be generated in apartment complexes, 14 at the garden condominiums and 5 at the townhome projects. It is esfimated that approximately 217 new students will be generated at the K – 5 level,130 new students will be generated at the 6 – 8 level, and 152 new students at the 9 – 12 level as a result of the proposed and approved mulfi-family projects in Lexington. The most significant impact at the elementary school level is the Estabrook Elementary School, which would see an esfimated 98 new students, assuming all of the new mulfi-family projects are approved, constructed and occupied. The Diamond Middle School would see an esfimated 102 new students once all of the new mulfi-family projects are approved, constructed and occupied. The addifion of 499 students at LPS is projected to result in $7.9 million in incremental Educafion costs based on a net increase to exisfing enrollment of 6,678. However, since LPS enrollments have been declining, the students from the new mulfi-family projects could replace enrollment declines projected by LPS. The LPS mid-range enrollment projecfion anficipates a loss of 312 students by FY30, such that the addifion of 499 new students from the mulfi-family projects would result in a new enrollment increase for LPS of 177 students by FY30. The LPS Business Administrator esfimated the cost for these new students to be $2.9 million. Police Department Impacts LPD provided call data for each of the comparable properfies. The call data was used to develop rafios of the number of calls per unit for each type of property – apartments, townhomes and garden-style condominiums. These rafios were used to esfimate the total number of calls for service to the LPD. Total annual calls are esfimated to be 481. The current staffing at the LPD is equivalent to 1.4 officers per 1,000 populafion in Lexington. The populafion increase from the 1,117 mulfi-family units is esfimated to be 2,670, which based purely on an officer per capita metric would indicate a delta of 3.9 officers to maintain current service levels. The FPD Team notes that the Town recently appropriated $120,000 to conduct a public safety (police and fire) staffing study. It is expected that the staffing study will examine not only current staffing levels to ensure that exisfing resources are being deployed efficiently and effecfively but also whether changing demographics and/or increased populafion calls for changes to current staffing levels. 4 In terms of cost, police officer with benefits costs approximately $115,000 annually. A new hire will also inifially cost $10,000 for equipment and uniforms. The Chief also indicated that a new cruiser may be necessary to support addifional staffing, at an esfimated cost of $60,000. Based on these assumptions (and prior to the staffing study), the data would indicate a potential annual cost of $497,000 and one-fime costs of $100,000 (cruiser and equipment for four new officers). Fire Department Impacts LFD provided call data for each of the comparable properfies. The call data was used to develop rafios of the number of calls per unit for each type of property – apartments, townhomes and garden-style condominiums. These rafios were used to esfimate the total number of calls for service to the LFD. It is esfimated that the 1,117 new mulfi-family units will generate an addifional 119 fire calls and 131 EMS calls annually. The LFD EMS has two ambulances that provide response 24/7. The Townwide increase in calls over the past several years (prior to MBTA) has resulted in discussions of a third full-fime ambulance. A third ambulance would require the addifion of 8 EMTs/firefighters, adding two per shift for a total annual cost of $800,000. A new ambulance costs approximately $500,000. To allocate cost to proposed MBTA project demand, 4% (131 new calls / 3,257 exisfing EMS calls) of the new EMT cost is accounted for which totals $32,000 in annual costs. One-fime costs for the new ambulance total $20,000 (4% x $500,000). LFD EMS calls generate an average of $1,105 in revenue per call, with potenfial annual revenue from MBTA projects totaling $143,000. Other Departmental Impacts The Project Team met with other key Lexington department heads to gain an understanding of current condifions for each department, and to determine whether and to what extent each department anficipates impacts associated with mulfi-family projects proposed and/or approved under the Town’s MBTA Zoning. Building and Inspecfional Services The fiming of future MBTA projects will influence the need for added staffing. The Department often uses per-diem personnel when demand for services increases. This cost is borne by the town with an annual cost ranging from $40,000 to $50,000. To address future growth, the Commissioner believes the per-diem budget would need to be increased. Public Works When applicafions are proposed, the department does review all plans to ensure consistency with town requirements, including reviewing water and sewer department impacts. If a ufility is impacted because of increased demand, the applicant is required to upgrade systems to ensure that service is not degraded. If new sidewalks are constructed with public streets, the department would then be required to maintain these areas. To date, all MBTA projects have 5 included private trash disposal, removing that impact. Impact on the department may be seen in the future depending on project site locafion and size. Conservafion Two posifions exist in this Department, with one vacant land management posifion. The Department also has a per-diem inspecfion posifion of 10 hours a week which is funded but not filled. They are aftempfing to fill the posifion currently. The Director believed a new full-fime posifion was needed before the MBTA zoning was in place, and the MBTA projects will only add to the demand for this posifion. The Director believes an annual salary of $60,000 to $70,000 is appropriate. Revenue from NOI applicafions may be a source for some of this cost, possibly $20,000 annually. Planning The Planning department has four full-fime posifions. The Director noted that a request was made in the budget this year (but not funded) to add another posifion to the department to assist in meefing the demands placed on the department from MBTA project oversight. The new posifion is anficipated to cost upwards of $100,00 annually for salary plus benefits. Lexington has a complicated and comprehensive regulatory framework which mandates significant oversight of all new construcfion acfivifies. The Planning Board’s applicafion fees have a ceiling of $10,000, regardless of the size of a project; however, fees are set (and can be adjusted) by the Planning Board. Recreafion The Director noted that residents of Lexington are very acfive and take full advantage of programs offered by the department. As an Enterprise Fund, the department is funded through public assets (the golf course is the largest source of funding) and user fees. Their top 10 programs all have waifing lists, and indoor space is ufilized 80-90% of the fime (town and school building spaces are used). Some field space will be impacted by the planned construcfion of the high school and will not be returned to service unfil 2030 once the high school project commences. Depending on the level of increased demand from new MBTA residents, user fees may have to be increased to fund addifional staff and acfivifies, impacfing affordability. Human Services The Director noted that the Department assists residents who have challenging financial needs which may include those who occupy the affordable housing units in MBTA developments. Older residents often need more services including transportafion. Assisfing veterans is also a prime responsibility of the Department. The Department plans on monitoring the progress of the projects as they are constructed to properly evaluate potenfial increased service demands. 6 Potenfial Revenues The proposed mulfi-family projects will create incremental revenues for the Town of Lexington, both from property taxes and from excise taxes. Based upon discussions with Lexington Assessing Staff and development professionals, the proposed MBTA condominium developments will likely generate an esfimated net increase in property tax revenue of $4,644,800. Addifional annual revenue will be realized from vehicle excise taxes. The MBTA mulfi-family development projects would generate an esfimated $326,667 in annual excise tax revenue to the community, in addifion ambulance revenue will be generated. Hundreds of thousands of dollars of one-fime revenue will also be generated from building permit related fees. 7 Introducfion and Overview Fougere Planning + Development (FPD) was retained by the Town of Lexington, together with Jeffrey Donohoe Associates (JDA), referred to as “the Project Team” in this document, to evaluate potenfial impacts associated with residenfial development proposals related to the Town’s MBTA2 zoning. Under Massachusefts General Law (MGL) Chapter 161A and Chapter 40A, Secfion 3A: “An MBTA community shall have a zoning ordinance or by-law that provides for at least 1 district of reasonable size in which mulfi-family housing is permifted as of right; provided, however, that such mulfi-family housing shall be without age restricfions and shall be suitable for families with children. For the purposes of this secfion, a district of reasonable size shall: (i) have a minimum gross density of 15 units per acre, subject to any further limitafions imposed by secfion 40 of chapter 131 and fitle 5 of the state environmental code established pursuant to secfion 13 of chapter 21A; and (ii) be located not more than 0.5 miles from a commuter rail stafion, subway stafion, ferry terminal or bus stafion, if applicable.”3 The Project Team was retained to evaluate anticipated service impacts to the Town of Lexington and Lexington Public Schools (including enrollment driven marginal cost increases) resulting from the additional residential development, including identifying potential impacts to emergency services (police, fire and emergency medical services (EMS)), along with other town departments, including planning, building/inspectional services, conservation, public works, public health & human services and recreation/community programs. The Project team was also asked to work with school staff to estimate marginal cost increases that may occur based on the projected enrollment increases for elementary, middle and high school students. The Town of Lexington was an early-adopter of zoning intended to meet the requirements of the State’s MBTA zoning requirements. On April 12, 2023, the Town approved 253.9 acres intended to support multi-family housing under the State’s MBTA-related multi-family zoning requirement. The map below identifies where these zones are located. 2 Massachusefts Bay Transportafion Authority 3 hftps://www.mass.gov/info-details/mulfi-family-zoning-requirement-for-mbta-communifies#what-is-the-law?- 8 Figure 1 Lexington Village and Mulfi-Family Overlay Districts The zoning change to allow more dense mulfi-family housing was successful in generafing proposals for more mulfi-family housing – as of February 1, 2025 (the date of this analysis), the Town had received ten applicafions (the basis of this analysis) to develop more than 1,100 units. Six of these applicafions have been approved, while the remaining four applicafions are sfill pending. The six approved projects represent 611 total units – 55% of the 1,117 units proposed. The approved projects include three apartment developments (525 units), two garden-style condominium projects (76 units) and one townhouse condominium project (10 units). A list of the proposed and approved projects is presented in Table 1 below. 9 Table 1 One-bedroom and studio units account for the majority of the units (60%). Two- bedroom units account for 29% of the total, and three-bedroom units account for 11% of the units. In total, 15% of the proposed and approved units are affordable. It is important to note that as part of this assignment, the Project Team interviewed a number of developers with projects in Lexington and surrounding communifies.Mulfiple developers expressed their belief that one or more of the projects referenced in Table 1 may not actually be built, due to cost issues of developing mulfi-family housing, parficularly rental housing. However, this analysis evaluates impacts assuming that all 1,117 units idenfified in Table 1 are actually permifted, constructed and occupied. Apartments Approved Units Studio Market Studio Affordable 1BR Market 1BR Affordable 2BR Market 2BR Affordable 3+ BR Market 3+ BR Affordable 331 Concord Ave.200 10 2 115 19 28 6 17 3 17 Hartwell Ave.312 14 2 141 25 82 15 28 5 186 Bedford St.13 9 4 Apartments Pending 3-5 Militia Drive 300 46 9 113 20 70 12 26 4 7 Hartwell Ave. 130 8 2 68 12 22 4 12 2 185, 187-189 Bedford St.25 13 1 7 2 2 Condominiums Approved 5-7 Piper Rd. 46 15 2 22 2 3 2 89 Bedford Rd.30 24 5 1 28 Meriam St.10 4 5 1 Condominium Pending 217-241 Mass. Ave.44 15 2 20 3 3 1 231 Bedford Rd.7 1 2 4 Totals 1,117 78 15 490 85 281 49 101 18 Approved and Pending Multi-family Projects in Lexington 10 Department Overviews The Project Team met with key Lexington department heads to gain an understanding of current condifions for each department, and to determine whether and to what extent each department anficipates impacts associated with mulfi-family projects proposed and/or approved under the Town’s MBTA Zoning. Though not included in this analysis, the Project Team notes that several addifional town offices, notably Finance and Town Clerk, may also be impacted by residenfial development in the form of elecfion and mailing expenses and other foot traffic for the clerk. This will also add to the volume and processing of tax bills, ufility bills and motor vehicle excise processing. The Assessing may also see impacts as more complex properfies are developed. As with other departments, there may be need addifional staff to manage the increase in volume. Building and Inspecfional Services The Project Team met with Mr. Jim Kelly, Building Commissioner. At this fime, Mr. Kelly oversees five full-fime staff and one part-fime inspector. The department’s staff includes a full-fime building inspector as well as electric and plumbing inspectors. The mechanical inspector is a newer part-fime posifion which has been an issue recently and addifional hours are needed for this posifion. The fiming of future MBTA projects will influence the need for added staffing. The Department often uses per-diem personnel when demand for services increases. This cost is borne by the town with a cost ranging from $40,000 to $50,000 annually. To address future growth, the Commissioner believes the per-diem budget should be increased. The town charges fees of $15 per $1,000 of construcfion costs that generate revenue for the Department. The Commissioner also noted that an addifional vehicle may be needed for the Department to accommodate increased inspecfions. Public Works The Project Team met with Mr. David Pinsonneault, Lexington’s Public Works Director. The Director noted that most of the MBTA projects involve private streets and sidewalks, limifing new service demands on the department. When applicafions are proposed, the department reviews all plans to ensure consistency with town requirements, including reviewing water and sewer department impacts. If a ufility is impacted because of increased demand, the applicant is required to upgrade systems to ensure that service is not degraded. If new sidewalks are constructed with public streets, the department would then be required to maintain these areas. To date all MBTA projects have included private trash disposal, removing that impact. Impact on the department may be seen in the future depending on project site locafion / size. Conservafion The Project Team met with Ms. Karen Mullins, Conservafion Director.Two posifions exist in this Department, with one vacant land management posifion. The Department also has a per-diem inspecfion posifion of 10 hours a week which is funded but not filled. They are aftempfing to fill 11 the posifion currently. The Department is involved in all aspects of development projects, from applicafion phase through construcfion including inspecfions. If wetlands are present on a site, their involvement increases significantly. In addifion, the Department oversees tree protecfion. The Director believed a new full-fime posifion was needed before the MBTA zoning was in place, and the MBTA projects will only added to the demand for this posifion. The Director believes an annual salary of $60,000 to $70,000 is appropriate for this posifion. Revenue from NOI applicafions may be a source for some of this cost, possibly $20,000 annually. Planning The Project Team met with Ms. Abby McCabe, Director of Planning for Lexington. The Planning department has four full-fime posifions. The Director noted that a request was made but not funded in the budget this year to add another posifion (salary esfimated at $72,000) to the department to assist in meefing the demands placed on the department from MBTA project oversight and ongoing development-related acfivity. Lexington has a complicated and comprehensive regulatory framework which mandates significant oversight of all new construcfion acfivifies. The Director noted the department has many oversight responsibilifies from inifial project submission, processing, reviewing, public interacfion throughout the review process, Planning Board interacfions, staff reports, approval lefters, regulatory agreements, sfipulafion drafting and after approval oversight and inspecfions. The Department was under strain prior to the adopfion of the MBTA zoning and the workload has only increased since its adopfion. The Planning Board’s applicafion fees have a ceiling of $10,000, regardless of the size of a project; however, fees are set (and can be adjusted) by the Planning Board. Recreafion The Project Team met with the Town’s Director of Recreafion and Community Programs, Ms. Melissa Baftite. The Director noted that residents of Lexington are very acfive and take full advantage of programs offered by the department. As an Enterprise Fund, the department is funded through public assets (the golf course is the largest source of funding) and user fees. Their top 10 programs all have waifing lists, and indoor space is ufilized 80-90% of the fime (town and school building spaces are used). Some field space will be impacted by the planned construcfion of the high school and will not be returned to service unfil 2030 once the high school project commences. As the community confinues to grow, space needs and user fees will require confinued evaluafion. Human Services The Project Team met with Ms. Dana Bickelman, Lexington’s Director of Human Services. The Director noted that the Department assists residents who have challenging financial needs, which may include those who occupy the affordable housing units in MBTA developments. Older residents often need more services including transportafion. Assisfing veterans is also a 12 prime responsibility of the Department. The Department plans on monitoring the progress of the projects as they are constructed to properly evaluate potenfial increased service demands. School Impacts The Project Team met with Dr. Julie Hackeft, Superintendent, Mr. David Coelho, Assistant Superintendent of Finance and Operafions and Dr. Maureen Kavanaugh, Director of Data and Strategy for the Lexington Public Schools (LPS). Dr. Kavanaugh provided extensive data on LPS enrollments, including address informafion by grade level K – 12 for the 6,678 students enrolled on October 1, 2024. In order to evaluate the potenfial impacts of the proposed projects on Lexington Public Schools, the Project Team used a variety of data sources. These included: Adjusfing Enrollment Projecfions Based on Known Housing Development: A Preliminary Analysis, Lexington Public Schools Research, Planning & Data Services, October 2024; Adjusfing Enrollment Projecfions Based on Historic Student Density & Known Housing Development, Lexington Public Schools Research, Planning & Data Services, January 2025; Lexington Public Schools 2020-2030 Master Planning Compendium (May 2021) Detailed enrollment data provided by Lexington Public Schools, including student addresses and grade level; Town of Lexington property records provided by the Lexington Assessor’s Office; Data on affordable housing units in Lexington administered by the Regional Housing Services Office; and Interviews with developers, owners and managers of mulfi-family housing properfies. The Project Team’s approach used a mulfi-step process to esfimate the likely number of school- aged children which could result from the proposed mulfi-family housing developments in Lexington. First, exisfing housing developments in Lexington which were considered comparable to the ten proposed MBTA projects were idenfified for analysis. In general, these were selected from data included in the Lexington Public Schools (LPS) October 1, 2024 K – 12 enrollment data file, provides data on property type (condo or apartment), property age, a property’s school assignment area (elementary and middle), number of bedrooms by type and enrollment for each bedroom type. A sample LPS property summary is provided in Tabe 2 below. 13 Table 2 – Example Property Data Summary From the universe of available data, specific apartment properfies, garden-style condominium properfies, and townhouse-style condominiums were selected for analysis. These Lexington properfies are considered similar to the projects which are proposed under the Lexington MBTA mulfi-family zoning. The Lexington Public Schools data does not disfinguish between market-rate and affordable units. Since student density (enrollment per unit) is frequently different between market rate and affordable units, the Project Team acquired data on affordable housing units from the Regional Housing Services Office (RHSO). The RHSO data idenfified which units within specific developments were affordable. Addresses for these affordable housing units were cross- referenced against student enrollment addresses from LPS to idenfify student density in affordable units. This data was used to develop rafios for grade groupings (K-5, 6-8, 9-12) idenfifying the number of students per unit in specific unit types, including: Market rate studio and one-bedroom units; Affordable studio and one-bedroom units; Market rate two-bedroom units; Affordable two-bedroom units; Market rate three+-bedroom units; and Affordable three+-bedroom units. Once these student enrollment rafios were developed, they were applied to the proposed mulfi-family projects in Lexington, based on the type of property proposed (apartments, garden-style condos and townhomes), the distribufion of the number of bedrooms in each project, and the number of affordable versus market rate homes in each property. Comparable Properfies The Project Team reviewed informafion on mulfi-family properfies in Lexington, including apartments and condominiums. LPS provided detailed enrollment data on seven apartment communifies and eighteen condominium projects. A subset of apartment and condominium projects were ulfimately idenfified and used for analysis. This subset was selected based on Year Comp.Type Elm Assign. Area MS Assign. Area Developme nt Name Location Unit/ Bedroom Count K-12 Enroll Oct 1, 2024 Stud. Density Oct 1, 2024 1978 Condos Bowman Clarke April Ln 5-35 April Ln 46 20 0.435 1 BR 12 5 0.417 2 BR 23 11 0.478 3 BR 9 3 0.333 4+BR 2 1 0.500 14 development age, housing type (apartment, garden condo, townhome), and those properfies which were considered most similar to the new developments planned in Lexington. Among the apartment communifies, two (Emerson Gardens and Baftle Green) were eliminated as being too old as they were built in the 1960s. Another was eliminated (Franklin School Apartments) because it is a 100% affordable project, which is substanfially different from the proposed mulfi-family apartments in Lexington. Another property (Katahdin Woods) was eliminated due to a lack of detailed data in terms of specific addresses for units within the development which limited the ability to disfinguish between bedroom types and affordable versus market units. The remaining three comparable apartment projects are summarized in Table 3 below. Table 3 As shown above, the two larger apartment projects had overall student densifies of 0.65 and 0.76 respecfively, while the smaller project had a student density of just 0.07. This is aftributed to the fact that the property has just one student in its thirteen one-bedroom units, as compared to the student density of 0.25 and 0.21 in one-bedroom units for the two larger properfies. A similar approach was used to idenfify comparable townhome projects. Using property and enrollment data provided by LPS, two newer townhome projects were idenfified as being comparable to the townhome projects proposed as a result of the MBTA zoning in Lexington. Year Comp.Development Name Location Unit/ Bedroom Count K-12 Enroll Oct 2024 Student Density Oct 2024 2006 Avalon at Lexington Hills 1000 Main Campus Dr 387 253 0.654 1 BR/Studio 109 27 0.248 2 BR 254 197 0.776 3 BR 24 29 1.208 4+BR 0 0 0.000 1994 Avalon Lexington Ridge Lexington Ridge Dr 198 152 0.768 1 BR/Studio 28 6 0.214 2 BR 114 89 0.781 3 BR 56 57 1.018 4+BR 0 0 0.000 2024 186 Bedford 186 Bedford 13 1 0.077 1 BR/Studio 13 1 0.077 2 BR 0 0 0.000 3 BR 0 0 0.000 4+BR 0 0 0.000 Comparable Lexington Apartment Properties 15 Table 4 These townhome projects have an overall student density of 0.62 and 0.64 respecfively, which is slightly lower than the student density for the large apartment complexes discussed above. A similar process was used to idenfify comparable garden-style condominium projects in Lexington. Although garden-style condominiums are most similar to apartment projects, their student densifies are generally lower. Table 5 Year Comp.Development Name Location Unit/ Bedroom Count K-12 Enroll Oct 2024 Student Density Oct 2024 2020 Lexington Meadows/Lily Pond 840 Emerson Gardens Rd/Lily Pond Ln 21 13 0.619 1 BR 0 0 0.000 2 BR 10 4 0.400 3 BR 11 9 0.818 4+BR 0 0 0.000 2011 Lexington Courtyard 536 Lowell St/1-49 Courtyard Pl 36 23 0.639 1 BR 0 0 0.000 2 BR 1 0 0.000 3 BR 24 16 0.667 4+BR 11 7 0.636 Comparable Lexington Townhome Projects Year Comp.Development Name Location Unit/ Bedroom Count K-12 Enroll Oct 2024 Student Density Oct 2024 2007 Jefferson Union 31 Fletcher Ave 13 6 0.462 1 BR 0 0 0.000 2 BR 10 5 0.500 3 BR 3 1 0.333 4+BR 0 0 0.000 2009 Lexington Place 50 Waltham Str 30 2 0.067 1 BR 2 0 0.000 2 BR 26 2 0.077 3 BR 2 0 0.000 4+BR 0 0 0.000 2017 Manor Terrace 509 Woburn St/2 Manor Ter 50 4 0.080 1 BR 2 0 0.000 2 BR 48 4 0.083 3 BR 0 0 0.000 4+BR 0 0 0.000 Comparable Lexington Garden-Style Condominium Projects 16 The 13-unit project had a student density of 0.46 students, while the two larger projects had student densifies below 0.10. Student Densifies by Bedroom Type Once the comparable communifies had been idenfified, unit informafion by bedroom type and whether units were classified as market rate or affordable was used in conjuncfion with student address data to determine enrollments for each property. The apartment communifies provided some interesfing informafion.In parficular, market rate studio/one-bedroom units had 34 students living in 113 units – a student density for these units of 0.30. Comparafively, affordable studio/one-bedroom units had no school-age children living in them. Many greater Boston communifies see higher student densifies in affordable units than in market-rate units. For example, in the city of Newton, a two-bedroom market rate unit has a student rafio density of .214, while an affordable unit’s rafio density is 1.028. Table 6 Similarly, student densifies in market-rate two- and three-plus bedroom units were higher than the student densifies in affordable units. Overall, the student density in the comparable apartments was 0.68 students per unit. Student density data from the townhome communifies provided different results. Student density in market-rate two-bedroom units was lower than student density rates in the affordable two-bedroom units. In the case of two-bedroom units, student density in affordable units was more than double the student density in market-rate units. Development Name Studio/ 1BR Market Studio/ 1BR Affordable 2BR Market 2BR Affordable 3+ BR Market 3+ BR Affordable Total Market Total Affordable Total Units Avalon at Lexington Hills 83 26 193 61 18 6 294 93 387 Units 27 0 174 23 25 4 226 27 253 Students 0.325 -0.902 0.377 1.389 0.667 0.769 0.290 0.654 Students/Unit Avalon Lexington Ridge 18 10 85 29 39 17 142 56 198 Units 6 0 80 9 44 13 130 22 152 Students 0.333 -0.941 0.310 1.128 0.765 0.915 0.393 0.768 Students/Unit 186 Bedford 12 1 0 0 0 0 12 12 13 Units 1 0 0 0 0 0 1 0 1 Students 0.0833 0.0000 0.0000 0.0000 0.0000 0.0000 0.0833 0.0000 0.0769 Students/Unit Student Density Rates Comparable Lexington Apartments 17 Table 7 Overall, garden-style condominiums had the lowest student density at just 0.13 per unit. However, overall student density in affordable units was six fimes higher than in market rate units (0.50 vs. 0.08). Table 8 This informafion was used to develop average mulfipliers by bedroom type, affordability and housing unit style as shown in Table 9 below. Table 9 Development Name Studio/ 1BR Market Studio/ 1BR Affordable 2BR Market 2BR Affordable 3+ BR Market 3+ BR Affordable Total Market Total Affordable Total Units Lexington Meadows/Lily Pond 0 0 9 1 11 0 20 1 21 Units 0 0 3 1 9 0 12 1 13 Students --0.333 1.000 0.818 -0.600 1.000 0.619 Students/Unit Lexington Courtyard 0 0 1 0 26 9 27 9 36 Units 0 0 0 0 16 7 16 7 23 Students ----0.615 0.778 0.593 0.778 0.639 Students/Unit Student Density Rates Comparable Lexington Townhome Projects Development Name Studio/ 1BR Market Studio/ 1BR Affordable 2BR Market 2BR Affordable 3+ BR Market 3+ BR Affordable Total Market Total Affordable Total Units Jefferson Union 0 0 9 1 3 0 12 1 13 Units 0 0 5 0 1 0 6 0 6 Students --0.556 -0.333 -0.500 -0.462 Students/Unit Lexington Place 1 1 24 2 2 0 27 3 30 Units 0 0 1 1 0 0 1 1 2 Students --0.042 0.500 --0.037 0.333 0.067 Students/Unit Manor Terrace 1 1 43 5 0 0 44 6 50 Units 0 0 0 4 0 0 0 4 4 Students ---0.800 ---0.667 0.080 Students/Unit Student Density Rates Comparable Lexington Garden Condo Projects Studio/ 1BR Market Studio/ 1BR Affordable 2BR Market 2BR Affordable 3+ BR Market 3+ BR Affordable Total Units Apartments 113 37 278 90 57 23 598 Units 34 0 255 31 69 17 406 Students 0.301 -0.917 0.344 1.211 0.739 0.679 Students/Unit Townhomes 0 0 10 1 37 9 57 Units 0 0 3 1 24 8 36 Students --0.300 1.000 0.649 0.889 0.632 Students/Unit Garden Style 2 2 76 8 5 0 93 Units 0 0 6 5 1 0 12 Students --0.079 0.625 0.200 -0.129 Students/Unit Multipliers by Bedroom Type, Affordability and Property Type 18 These mulfipliers were used to esfimate the number of students that could result from the proposed mulfi-family projects in Lexington. As shown below, the apartment projects that have been approved are expected to generate 255 students, and the pending apartment projects are expected to add an addifional 224 students. The approved garden-style and townhouse condominium projects are expected to generate 14 students, while the pending garden-style condominium projects are anficipated to generate an addifional 5 students. Table 10 In total, the ten new mulfi-family projects used as the basis for this analysis are expected to create an addifional 499 students in the Lexington Public Schools, as summarized in Table 11 below. Apartments Approved Units Studio Market Studio Affordable 1BR Market 1BR Affordable 2BR Market 2BR Affordable 3+ BR Market 3+ BR Affordable 331 Concord Ave.200 10 2 115 19 28 6 17 3 17 Hartwell Ave.312 14 2 141 25 82 15 28 5 186 Bedford St.13 9 4 Total 525 24 4 265 48 110 21 45 8 Multiplier 0.486 0.301 -0.301 -0.914 0.356 1.211 0.739 School-Age Children 255.31 7.22 -79.73 -100.50 7.47 54.47 5.91 Apartments Pending Units Studio Market Studio Affordable 1BR Market 1BR Affordable 2BR Market 2BR Affordable 3+ BR Market 3+ BR Affordable 3-5 Militia Drive 300 46 9 113 20 70 12 26 4 7 Hartwell Ave. 130 8 2 68 12 22 4 12 2 185, 187-189 Bedford St.25 13 1 7 2 2 Total 455 54 11 194 33 99 18 40 6 Multiplier 0.493 0.301 -0.301 -0.914 0.356 1.211 0.739 School-Age Children 224.33 16.25 -58.37 -90.45 6.40 48.42 4.43 Garden Condominiums Approved Units Studio Market Studio Affordable 1BR Market 1BR Affordable 2BR Market 2BR Affordable 3+ BR Market 3+ BR Affordable 5-7 Piper Rd. 46 15 2 22 2 3 2 89 Bedford Rd.30 24 5 1 Total 76 15 2 46 7 4 2 Multiplier 0.116 ----0.079 0.625 0.200 - School-Age Children 8.81 ----3.632 4.375 0.800 - Garden Condominiums Pending Units Studio Market Studio Affordable 1BR Market 1BR Affordable 2BR Market 2BR Affordable 3+ BR Market 3+ BR Affordable 217-241 Mass. Ave.44 15 2 20 3 3 1 231 Bedford Rd.7 1 2 4 Total 51 16 2 22 3 7 1 Multiplier 0.098 ----0.079 0.625 0.200 - School-Age Children 5.01 ----1.737 1.875 1.400 - Townhouse Condominium Approved Units Studio Market Studio Affordable 1BR Market 1BR Affordable 2BR Market 2BR Affordable 3+ BR Market 3+ BR Affordable 28 Meriam St.10 4 5 1 Multiplier 0.533 ----0.300 1.000 0.649 0.889 School-Age Children 5.33 ----1.200 -3.243 0.889 From Proposed Multi-Family Projects in Lexington Generation of Additional Students 19 Table 11 Using enrollment and address data from LPS, a distribufion of students by grade cohort (K-5, 6– 8, 9-12) was developed for the comparable properfies. These figures were used to create a percentage distribufion of students for each property type. As detailed in Table 12, all property types had a similar percentage of students in grades 6 to 8, 22% to 25%. The percentage of elementary school students was lower in the townhomes (35%) than either the apartments (45%) or the garden-style condominiums (50%). Table 12 Using these percentage distribufions with the proposed mulfi-family projects, it is esfimated that approximately 217 new students will be generated at the K – 5 level,130 new students will be generated at the 6 – 8 level, and 152 new students at the 9 – 12 level as a result of the proposed and approved mulfi-family projects in Lexington. One of the concerns for LPS is where students from these new mulfi-family developments might aftend elementary and middle school. In order to esfimate the impacts on individual schools, the Project Team obtained school assignment areas for each of the new mulfi-family projects. Based on current School Assignment maps, LPS provided specific elementary schools (Bowman, Estabrook, Fiske, Hasfings, Harrington) and middle schools (Diamond, Clarke) for each development. Using the enrollment mulfipliers defined earlier in this analysis for each property Development Category Units Studio Market Studio Affordable 1BR Market 1BR Affordable 2BR Market 2BR Affordable 3+ BR Market 3+ BR Affordable TotalsApproved Apartments 525 7.2 -79.7 -100.5 7.5 54.5 5.9 255.3 Pending Apartments 455 16.2 -58.4 -90.5 6.4 48.4 4.4 224.3 Approved Garden Condominiums 76 ----3.6 4.4 0.8 -8.8 Pending Garden Condominiums 51 ----1.7 1.9 1.4 -5.0 Approved Townhouse Condominium 10 ----1.2 -3.2 0.9 5.3 Totals 1,117 23.5 -138.1 -197.5 20.1 108.3 11.2 498.8 Total School Age Children 498.8 Average Multiplier 0.45 Total Estimated Students From New Multi-Family Projects Apartments Percentage MBTA Projects K - 5 43%207.9 6 - 8 26%125.2 9 - 12 31%146.5 Total 100%479.6 Garden Condos Percentage K - 5 50%6.9 6 - 8 25%3.5 9 - 12 25%3.5 Total 100%13.8 Townhomes Percentage K - 5 33%1.8 6 - 8 23%1.2 9 - 12 44%2.3 Total 100%5.3 Distribution of New Students by Grade Groupings 20 type, the elementary school and middle school students for each new mulfi-family project were esfimated as summarized in Table 13. Table 13 The most significant impact at the elementary school level is the Estabrook Elementary School, which could see an esfimated 98 new students, assuming all of the new mulfi-family projects are approved, constructed and occupied. The Diamond Middle School could also see an esfimated 102 new students once all of the new mulfi-family projects are approved, constructed and occupied. In total, there could be 217 new students at the elementary schools and 130 new students at the middle schools. The high school would absorb the remaining 152 new students. It should be noted that the Project Team reviewed a sample of newly built homes in Lexington to determine the impact on school enrollments. While single-family homes are not part of the mulfi-family zoning required by the State in support of the MBTA, understanding the extent to which single-family homes contribute to the generafion of new students could be helpful to LPS. Cross-referencing building permit data for new homes for new homes permifted between 2019 and 2022 against enrollment data provided by LPS, a total of 23 students were idenfified in 38 newly-built homes. This equates to a student density of 0.61 students per new single-family home. This is above the student density rate of 0.447 for the new mulfi-family projects discussed in this report. Implicafions for LPS Enrollments Since the Town of Lexington created zoning to support mulfi-family development (as required by the State to support housing development in MBTA communifies), ten proposed projects totaling 1,117 units have been received as of February 1, 2025. This analysis esfimates that if all of these projects are permifted, constructed and occupied, 499 new K – 12 students may be Bowman Estabrook Fiske Hastings Harrington Diamond Clarke Totals Apartments Approved 331 Concord Ave.38.2 23.0 61.2 17 Hartwell Ave.71.3 42.9 114.2 186 Bedford St.1.2 0.8 2.0 Apartments Pending 3-5 Militia Drive 65.2 39.3 104.5 7 Hartwell Ave. 26.2 15.8 41.9 185, 187-189 Bedford St.5.8 3.5 9.3 Garden Condominiums Approved 5-7 Piper Rd. 1.8 0.9 2.7 89 Bedford Rd.2.6 1.3 3.9 Garden Condominiums Pending 217-241 Mass. Ave.2.0 1.0 3.0 231 Bedford Rd.0.5 0.2 0.7 Townhouse Approved 28 Meriam St.1.5 1.1 2.6 Totals by School 40.0 98.0 1.5 74.8 2.0 104.9 24.9 346.2 New Student Impacts on Elementary and Middle Schools Elementary Schools Middle Schools 21 enrolled in Lexington Public Schools. This equates to a student density of 0.447 students per unit. Overall, the projects reviewed for this analysis are expected to add 217 students at the K – 5 level, 130 students at the 6 – 8 level, and 152 students at the 9 – 12 level. The Estabrook Elementary School and Diamond Middle School are expected to see the largest number of new students, 102 for each school. It is important to note that total enrollment at LPS has fallen from 7,122 in 2019 to 6,678 in 2024, a loss of 444 students or 6.2%. While the addifion of 499 new students is significant, it is anficipated that new student enrollments will be spread over the next five years as projects are approved, built-out and sold or leased. Since this analysis does not account for complefion dates associated with each project, it does not esfimate when specific projects housing might impact LPS enrollments. The arrival of students to these housing developments will likely happen over fime and not all at once. The addifion of approximately 499 new students represents an increase of 7.4% over the 6,678 students (K-12) enrolled in LPS as of October 1, 2024. This addifion on top of LPS’ current enrollment would put total enrollment at just under 7,200, just under the recent peak experienced in 2019-2020 (7,259 K-12). However, this analysis does not account for broader enrollment changes based on exisfing projecfions. Based on current three-year projecfions, before accounfing for new housing development, LPS is expecfing: K-5 enrollment around 2500-2550, declining 6-8 enrollment and either stable or slightly declining 9-12 enrollment. In total, LPS esfimates its mid-range enrollment in FY30 to be 6,359, more than 300 students less than the FY25 enrollment of 6,678, before including enrollments from the MBTA mulfi-family projects. Projecfing further out and incorporafing the incremental enrollment from the MBTA mulfi- family projects for each grade cohort span, which specifically assumes all current proposed MBTA mulfi-family are constructed, LPS could see: Increasing elementary enrollment, though projected enrollment would sfill be below the 2017-18 recent peak elementary enrollment of 3,150; Flat middle school enrollment relafive to current enrollment; and Relafively flat high school enrollment compared to current enrollment. Projected FY30 high school enrollment that factors in an adjustment for increased enrollment associated with MBTA-related mulfi-family housing would be similar or slightly higher than current enrollment. 22 Implicafions for Space Use and Capacity LPS reviewed the Project Team’s esfimates of potenfial student enrollments associated with the proposed MBTA mulfi-family projects and provided the remainder of this secfion on Implicafions for Space Use and Capacity. As noted in the LPS Master Planning Compendium (May 2021), elementary school enrollments in Lexington were on the rise from 2008 through 2015. Overcrowding was parficularly acute at Bowman, Bridge, and Fiske Elementary Schools and Clarke Middle School. Three of these schools are situated in the south easterly porfions of Town. Elementary and middle school building projects during this period of fime addressed deteriorafing facilifies and environmental issues, while expanding district capacity to match the growth that had already occurred. Even after a new larger 27-secfion Estabrook Elementary School was completed in 2014 following the detecfion of polychlorinated biphenyls (PCBs) in the old school, K-8 student enrollments sfill outpaced classroom space. Shortly thereafter, modular addifions were approved for the Fiske, Bridge, and Bowman Elementary Schools, and they were completed for use in the 2016-2017 school year. In 2017, the Town of Lexington completed addifional brick and mortar expansions on Diamond and Clarke Middle Schools. In the fall of 2019, a new stand-alone facility, Lexington Children’s Place (LCP), was opened to house the district’s pre-kindergarten students. The new LCP provides sufficient space for the district’s preschool program, and it frees up space at Harrington Elementary School and central administrafive offices. Finally, in February 2020, the new 30-secfion Hasfings Elementary School opened, replacing a much smaller (21 secfion) deteriorafing elementary school building. Table 14 and 15 summarize the resulfing esfimated facilifies capacity at the elementary and middle school level. An addifional note regarding these capacifies is that spaces across LPS’ K-8 buildings have or will be temporarily repurposed in some cases. For example, while the central office is being moved to a smaller facility, a number of individual staff and/or departments have been temporarily relocated to spaces across LPS elementary and middle schools. Should this space be needed for rising student enrollment, these staff and/or departments would need to be relocated. IMPLICATIONS FOR SPACE USE AND CAPACITY 23 With that caveat in mind, given the informafion available regarding projected enrollments and housing development, exisfing elementary and middle school facilifies should be able to accommodate the adjusted midline projected enrollment for FY30 noted above (approximately 2,700 at K-5 and 1,725). Table 14 Table 15 Should enrollment exceed the capacity of LPS’ elementary and middle school buildings, LPS has idenfified other strategies that can be used to accommodate increasing enrollment as part of their last Master Facilifies Plans (see LPS Master Planning Compendium). These include: Redistricfing or flexible assignment; given the disproporfionate enrollment impacts esfimated for Estabrook Elementary School and Diamond Middle School (around 100 addifional students for each school), some amount of redistricfing may be needed to balance enrollments; IMPLICATIONS FOR SPACE USE AND CAPACITY (CONTINUED) 24 Space-mining exercises, where exisfing spaces are re-purposed within schools (e.g. conference rooms or other non-teacher spaces are converted to classrooms and other needed instrucfional spaces; with more extreme enrollment changes, temporarily re- purposes elementary art and music spaces to general educafion classroom and deliver art and music in the general educafion classrooms); Increase class sizes; Changing the grade levels serviced by elementary and middle schools (e.g., moving fifth grade to the middle schools); this would be dependent on enrollment at other grade spans and might have to be used along with other strategies (e.g. temporary or permanent building addifions); and Portable or modular construcfion and/or the addifion of permanent classroom space. At the high school level, current enrollment (2,405 as of October 1, 2024) confinues to far exceed the exisfing building’s core capacity of approximately 1,850. As described in a recent memo from LPS, the new high school’s “Bloom” design enrollment is 2,395. The Bloom design can also accommodate an addifional 850 or more students in three ways. Space Ufilizafion—By increasing class sizes from 23 to 25 and not impacfing the 85% classroom ufilizafion rates, LPS could accommodate an addifional +192 students. By increasing the class size to 25 and the ufilizafion to 90%, LPS could accommodate an addifional 343 students. Repurposed Central Office Space—By converfing the 11 classrooms reserved for the central office unfil students need the space, LPS could free up space for an addifional 244 students. Addifional Expansion—By adding on to the new high school, LPS could add enough space to accommodate an addifional 256 students. These three strategies yield enough space to accommodate just under 850 addifional students at Lexington High School and would be able to accommodate the adjusted enrollment projecfion for FY30 of approximately 2,430 to 2,480. This secfion provided by LPS IMPLICATIONS FOR SPACE USE AND CAPACITY (CONTINUED) 25 Cost Implicafions of New Students Esfimafing the marginal or incremental cost of new students at the Lexington Public Schools (LPS) is a complex task that must take into considerafion whether and to what extent addifional students will generate addifional costs for LPS. This analysis esfimates that 499 students will be generated when the proposed 1,117 mulfi-family units are constructed and occupied. However, since the COVID pandemic, LPS indicates that enrollment fell by 444, while staffing increased by almost 200 over the same period. This indicates that the proposed MBTA projects would result in a net increase in enrollment of just 55 students when compared to COVID enrollments. However, as noted elsewhere in this report, LPS data indicates that FY25 total enrollment is 6,678. LPS also developed enrollment projecfions through FY30. The in-house enrollment esfimates for FY30 include a high, mid-range and low enrollment projecfion. In total, enrollment for FY 30, excluding MBTA mulfi-family projects, is esfimated to be: Low esfimate - 5,456 students (1,222 fewer students than FY25); Mid-Range esfimate – 6,356 students (322 fewer students than FY25); and High esfimate – 6,513 students (165 fewer students than FY25). Based upon extensive discussions with school staff, three cost metrics were developed to esfimate potenfial increased school costs: non-special ed general educafional costs based upon DESE data4, average per pupil In-District Special Educafion5 cost and average Out of District Special Educafional cost calculated by LPS. It should be noted here that these are gross cost projecfions, which do not include any esfimate of potenfial Chapter 70 aid to LPS. Table 16 summarizes potenfial increases in school costs of $7,913,517 assuming the esfimated 499 new students are added to the current enrollment of 6,678 and no decrease in future enrollments occur (6,678 + 499 = 7,177). Table 16 – Incremental New Student Costs of MBTA Mulfi-family Projects As noted above, LPS has developed three future enrollment projecfions for FY30: Low esfimate, Mid-Range esfimate and High esfimate. If the Mid-Range enrollment of 6,356 is applied, a net 4 Massachusefts Department of Elementary and Secondary Educafion, Base Foundafion Components, elementary- middle-high school costs. 5 In District special educafional students account for 13.1% of the total school enrollment, while Out of District Special Educafional students account for 1% of total student enrollment. Special educafion costs are extremely complex involving many variables that are student specific. These esfimated costs take into account DESE circuit breaker funding, Out of District placement can cost upwards of $400,000. Estimated Enrollment 217 130 152 Elementary Cost Total Middle Cost Total High School Cost Total Total Cost General 186 $10,455 $1,944,630 112 $10,042 $1,124,704 131 $12,093 $1,584,183 SPED 28 $44,000 $1,232,000 17 $44,000 $748,000 20 $44,000 $880,000 SPED Out/District 2 $80,000 $160,000 1 $80,000 $80,000 2 $80,000 $160,000 Total Estimated Cost $3,336,630 $1,952,704 $2,624,183 $7,913,517 26 increase of 177 students will be realized (6,356 +499 = 6,855). Applying the costs outlined in Table 17 generates an esfimated cost of $2,889,946. Table 17 – Incremental New Student Costs of MBTA Mulfi-Family Project Plus LPS Enrollment Projecfions The level of excess capacity moving forward will influence potenfial new school costs. As noted above, school cost variables are extremely complex and unfil students are actually enrolled detailed costs will not be known. Nevertheless, the Table below summarizes district enrollment vs. building capacity (including the new LHS) against each of the three LPS enrollment models as well as current enrollment and appears to indicate that building capacity is adequate to absorb some level of anficipated growth based on this report’s analysis: Table 18 – LPS Enrollment Projecfion Furthermore, based on the Mid+ and Current+ enrollment projecfions discussed above, it appears that the incremental school cost (above base) may range from $2.9 million to $7.9 million over the next five years. That headcount grew during a period (coming out of the pandemic) of declining student enrollment may require further analysis as to what the drivers were. In conversafions with school administrafion, it does sound like their ability to maintain/grow headcount to address student need during this challenging period should posifion LPS relafively well to absorb some level of growth as enrollment begins to grow again (the peak in 2019-2020 was 7,259). Estimated Enrollment 77 46 54 Elementary Cost Total Middle Cost Total High School Cost Total Total Cost General 66 $10,455 $690,030 39 $10,042 $391,638 46 $12,093 $556,278 SPED 10 $44,000 $440,000 6 $44,000 $264,000 7 $44,000 $308,000 SPED Out/District 1 $80,000 $80,000 1 $80,000 $80,000 1 $80,000 $80,000 Total Estimated Cost $1,210,030 $735,638 $944,278 $2,889,946 27 Emergency Services Impacts As part of the MBTA project review, the Project Team also reviewed potenfial increased demand on services from the Police and Fire Departments. To assess the degree of impact these projects may have on emergency departments, comparable emergency call data from similar housing communifies was analyzed. Working with the police and fire department staff, call data was collected for each noted housing community. These calls were then totaled to derive an average call volume rafio per unit, which was then used to generate projected emergency calls for each Department. Extrapolafing from the comparable call data, increases are projected in the Town’s Police and Fire Department call volume. The Police Department responded to approximately 15,390 Calls for Service in 2023 (average 296 calls per week). The Fire Department reported a total of 5,207 calls in 2024 (average 93 calls per week); the total includes 1,815 fire-related calls and 3,257 EMS calls. It should be noted that the Fire Department generates revenue from EMS billing and in 2023 collected $1,728,905, which equates to an average of $1,105 in revenue per call. As detailed in Table 19 below, calls to 777 apartment units were analyzed, along with 110 garden style condominiums and 57 townhome units. Calls to all these property types were averaged to generate a per unit call rafio for each housing type. Although MBTA projects will not include single family homes, the Project Team also collected data from 38 newly constructed single-family homes. The average call volume per residence is summarized in Table 19 below. 28 Table 19 Apartments # Units Fire Calls Call/Unit EMS Calls Call/Unit Police Calls Call/Unit Avalon 1000 Main Campus 387 50.60 0.13 58.00 0.15 156.00 0.40 Avalon at Lex. 987 Waltham 198 24.95 0.13 35.00 0.18 82.00 0.41 Countryside Manor 425 Woburn 51 0.33 0.01 3.00 0.06 16.00 0.31 Katahdin Woods 128 3.00 0.02 --74.00 0.58 186 Bedford Street 13 3.00 0.23 1.00 0.08 19.00 1.46 Total Average/Calls per Unit 777 81.88 0.11 97.00 0.12 347.00 0.45 Condo - Garden # Units Fire Calls Call/Unit EMS Calls Call/Unit Police Calls Call/Unit 31 Fletcher Avenue 30 2.30 0.08 1.00 0.03 4.00 0.13 50 Waltham Street 30 4.30 0.14 6.00 0.20 10.00 0.33 250 Manor Terrace 50 6.60 0.13 8.00 0.16 21.00 0.42 Total Average/Calls per Unit 110 13.20 0.12 8.00 0.07 35.00 0.32 Condo - Townhome # Units Fire Calls Call/Unit EMS Calls Call/Unit Police Calls Call/Unit Lexington Meadows- Lily Pond 21 2.00 0.10 3.00 0.14 6.00 0.29 Courtyard Place 36 3.30 0.09 2.00 0.06 9.00 0.25 Total Average/Calls per Unit 57 5.30 0.09 5.00 0.09 15.00 0.26 Single Family/Duplex Condo # Units Fire Calls Call/Unit EMS Calls Call/Unit Police Calls Call/Unit Jefferson Drive 30 2.60 0.09 3.00 0.10 7.00 0.23 Single Family # Units Fire Calls Call/Unit EMS Calls Call/Unit Police Calls Call/Unit Newly Constructed 38 7.00 0.18 --10.00 0.26 Apartments, Townhouses and Garden-Style Condominiums Police, Fire and EMS Calls 29 Applying these emergency call rafios to the noted MBTA developments, as outlined in Table 20, generates a set of findings nofing that fire calls may increase by 119 annually, 130 EMS calls may be generated and 481 police calls can be expected. The esfimated EMS calls may generate $143,650 in local revenue. Table 20 The projected increase in call volume from the 1,117-units in the proposed mulfi-family housing projects represents an increase of 3.1% in calls for service for the Lexington Police Department over 2023 call volume. Fire Department calls for service are projected to increase by 7.6% over 2023 call volume, while EMS calls for service are esfimated to increase by 4.1% over 2023 call volume. Police The Project Team met with Police Chief Michael McLean and Captain John Mazerall to discuss police operafions and the planned MBTA development projects. Currently, the department has 50 sworn officers with a few open posifions they are acfively trying to fill. In total, the department has 66 full-fime employees and 6 part-fime posifions; only 3 officers live in the community. In 1995, there were 54 officers and due to budget cuts in 2005, nine posifions were eliminated. Calls for service can vary greatly, from minor issues to incidents that require significant fime for an officer. Some calls for service require mulfiple officers to be present. For apartment complexes, the quality of management is very important and can play a crucial role in addressing issues. The Chief noted that the addifion of new housing, along with the associated increase in populafion, will increase demands on the department. Chief McLean appreciated the esfimated call data provided and believes the total of 481 calls is a reasonable esfimate of what may occur, as discussed later in this report. Apartments Approved # Units Fire Calls Per Unit Total Fire Calls EMS Calls Per Unit Total EMS Calls Police Calls Per Unit Total Police Calls 331 Concord Ave.200 0.1 21.0 0.1 24.6 0.4 89.4 17 Hartwell Ave.312 0.1 32.8 0.1 38.4 0.4 139.5 186 Bedford St.13 0.1 1.4 0.1 1.6 0.4 5.8 Apartments Pending 3-5 Militia Drive 300 0.1 31.5 0.1 36.9 0.4 134.1 7 Hartwell Ave. 130 0.1 13.7 0.1 16.0 0.4 58.1 185, 187-189 Bedford St.25 0.1 2.6 0.1 3.1 0.4 11.2 Condominiums Approved 5-7 Piper Rd. 46 0.1 5.5 0.1 3.4 0.3 14.6 89 Bedford Rd.30 0.1 3.6 0.1 2.2 0.3 9.5 Townhome 28 Meriam St. 32 Edgewood 10 0.1 0.9 0.1 0.7 0.3 2.6 Condominium Pending 217-241 Mass. Ave.44 0.1 5.3 0.1 3.2 0.3 14.0 231 Bedford Rd.7 0.1 0.8 0.1 0.5 0.3 2.2 Total Annual Emergency Calls 119.1 130.5 481.1 Projected Police, Fire and EMS Calls Proposed/Approved Apartments, Townhouses and Garden-Style Condominiums 30 The current staffing at the LPD is equivalent to 1.4 officers per 1,000 populafion in Lexington. The populafion increase from the 1,117 mulfi-family units is esfimated to be 2,670, which based purely on an officer per capita metric would indicate a delta of 3.9 officers to maintain current service levels. The FPD Team notes that the Town recently appropriated $120,000 to conduct a public safety (police and fire) staffing study. It is expected that the staffing study will examine not only current staffing levels to ensure that exisfing resources are being deployed efficiently and effecfively but also whether changing demographics and/or increased populafion calls for changes to current staffing levels. In terms of cost, police officer with benefits costs approximately $115,000 annually. A new hire will also inifially cost $10,000 for equipment and uniforms. The Chief also indicated that a new cruiser may be necessary to support addifional staffing, at an esfimated cost of $60,000. Based on these assumptions (and prior to the staffing study), the data would indicate a potential annual cost of $497,000 and one-fime costs of $100,000 (cruiser and equipment for four new officers). Fire The Project Team met with Chief Derek Sencabaugh and Assistant Chief Don Chisholm to review current operafions and the anficipated impacts of the planned MBTA projects. The department is presently served by 60 firefighters, most of whom are also trained EMTs. The department runs four shifts of 15 fire fighters, with the average annual cost of a fire fighter with benefits totaling approximately $100,000. The Bedford Street Headquarters is a new, four-bay facility which houses most of the department’s staff and equipment. The East Lexington stafion is a small, older facility that is presently being reviewed for replacement; a feasibility study is underway to find a new locafion to upgrade and enlarge the facility for that area of the community. In 2024, the department responded to over 5,000 calls, which is the first fime they have reached that milestone. The department runs two Advanced Life Support (ALS) ambulances, which have come under increased strain from rising call demand from residents, as well as changes in the marketplace with private ambulance services less likely to provide non- emergency transport. Requests for EMS mutual aid have also been increasing. The increased calls to the department, in parficular EMS, has led to calls from the Chief to community officials that a third ambulance may be necessary to maintain current service levels. This need will only increase with the addifion of MBTA developments. It was also noted that mulfi-family fire responses generate increased fime demands, especially if a building must be evacuated. A third ambulance would require the addifion of 8 EMTs/firefighters, adding two per shift for a total annual cost of $800,000. A new ambulance costs approximately $500,000. As noted above, Fire will also be part of the upcoming staffing study. For the purposes of this study, 4% (131 new calls / 3,257 exisfing EMS calls) of the new EMT cost is accounted for which totals $32,000 in annual costs. One-fime costs for the new ambulance total $20,000 (4% x 31 $500,000). As noted above, EMS calls generate an average of $1,105 in revenue per call, with potenfial annual revenue from MBTA projects totaling $143,000. Revenue Potenfial The proposed mulfi-family projects will also create incremental revenues for the Town of Lexington, both from property taxes and from excise taxes. Based upon discussions with Lexington Assessing Staff, as well as applicants involved with the proposed MBTA condominium developments, Tables 21 and 22 esfimate a net increase in property tax revenue of $4,644,800. Table 21 - MBTA Apartments, Esfimated Annual New Property Taxes Table 22 - MBTA Condominiums - Esfimated Annual New Property Taxes Addifional annual revenue will be realized from vehicle excise taxes, Lexington collected $6,145,424 from this local revenue source in FY2024 from 29,375 vehicles6. This translates into an average of $209 per vehicle. Census data reports7 that there are 12,672 housing units in the community which translate to an average of 2.3 vehicles per unit. Given the nature of the housing units proposed, an average of 1.4 vehicles per unit has been esfimated for the proposed MBTA development which generates an esfimated 1,563 vehicles. These vehicles would generate $326,667 in annual excise tax revenue to the community. In addifion, revenues will be realized from ambulance services. Hundreds of thousands of dollars of one- fime revenue will also be generated from building permit related fees. Conclusions The Project Team was retained to evaluate impacts to Lexington Public Schools resulfing from the addifional residenfial development.In addifion, the Project Team was also charged with idenfifying potenfial impacts to emergency services, including police, fire and emergency Medical Services (EMS), along with other town departments including planning, building/inspecfional services, conservafion, public works, public health & human services and recreafion/community programs. 6 Assistant Town Manager for Finance. 7 2023 ACS 5-year average. Use Type Original Assessment Existing Taxes Apartments Approved # Units Estimated New Assessment Net Increase Annual Property Taxes Mixed use $1,247,000 $20,242 331 Concord Ave.200 $62,000,000 $738,018 Office $12,830,000 $310,486 17 Hartwell Ave.312 $96,720,000 $872,400 Commercial Existing 186 Bedford St.13 $1,972,400 $24,122 Apartments Pending Office $9,477,000 $229,343 3-5 Militia Drive 300 $93,000,000 $908,047 Office $1,834,000 $44,383 7 Hartwell Ave. 130 $40,300,000 $448,486 Commercial $1,575,000 $38,115 185, 187-189 Bedford St.25 $7,750,000 $56,668 Total Units 980 Total Est. Apart. Taxes $3,047,740 Use Type Original Assessment Existing Taxes Condominiums Approved Units Estimated New Assessment Net Increase Annual Property Taxes Residential $1,381,000 $16,890 5-7 Piper Rd. 46 $53,386,480 $636,027 Residential $1,256,000 $15,361 89 Bedford Rd.32 $31,335,500 $367,872 Residential $3,825,000 $46,780 28 Meriam St. 32 Edgewood 8 $13,377,000 $116,821 Condominium Pending Mixed use $3,468,000 $61,518 217-241 Mass. Ave.44 $40,323,080 $431,634 Commercial $728,000 $17,618 231 Bedford Rd.7 $5,096,000 $44,706 Total Units 137 Total Est. Condo Taxes $1,597,060 32 Schools and Emergency Services (Police, Fire, EMS) are likely to see the most significant impacts associated with the development of these projects. Although some of the proposed projects may not be developed, this analysis evaluates impacts associated with all 1,117 units. The Project Team interviewed leadership at the Lexington Public Schools (LPS), the Lexington Police Department (LPD) and the Lexington Fire Department (LFD) which provides EMS services for the Town. In addifion, these departments provided data to support the Project Team’s analysis. LPS provided detailed enrollment informafion and budget informafion, while LPD and LFD provided call history, staffing and budgetary data. Esfimated Costs Based upon the Project Teams discussion with town and school staff members, Table 22 summarizes esfimated costs should all MBTA development projects proceed and become occupied. Some departments were able to esfimate costs at this fime and impacts of addifional demands for services will have to be monitored moving forward. Table 23 – Departmental Cost Impacts Department Cost One-fime Costs Conservafion $70,000 - Planning $100,000 - School Department $2,889,946 - $7,913,517 - Police Department $497,000 One-fime cost $100,000 Fire Department $32,000 One-fime cost $20,000 Total Esfimated Cost Range $3,558,946 - $8,621,517 $120,000 Esfimated Revenue The proposed mulfi-family projects will create incremental revenues for the Town of Lexington, both from property taxes, excise taxes and ambulance revenue which is summarized in Table 22 and totals an esfimated $5,114,467. In addifion, hundreds of thousands of dollars of one-fime revenue will also be generated from building permit related fees. At this fime planning board applicafion fees are capped, which should be evaluated to assist in offsefting increased budget costs to the planning department. Table 24 – Projected Revenues Source Annual Revenue Net Increase in Property Taxes $4,644,800 Esfimated Annual Excise Taxes $326,667 Esfimated Annual Ambulance Fees $143,000 Total Esfimated Annual Revenue $5,114,467 33 Demand for Service Metrics As new housing developments occur in the community, the following metrics may be applied to the varying development proposals to provide departments with insights into potenfial increased service demands. Table 25 - Emergency Services Metrics Fire Calls/Unit EMS Calls/Unit Police Calls/Unit Apartments 0.105 0.123 0.447 Garden Condominiums 0.12 0.073 0.318 Townhomes 0.093 0.067 0.263 New Single Family8 0.184 0.00 0.263 Table 26 - School Age Children Rafios Studio/1BR Market Studio/1BR Affordable 2BR Market 2BR Affordable 3BR Market 3BR Affordable Apartments 0.301 0.000 0.917 0.344 1.211 0.739 Garden Condominiums 0.000 0.000 0.079 0.625 0.200 0.000 Townhomes 0.000 0.000 0.300 1.000 0.649 0.632 New Single-Family Homes 0.610 8 This low rate of EMS calls is applicable to new units, over fime such calls will increase to these homes. 34 Project Team Mr. Fougere is the President of Fougere Planning & Development, Inc. and is an AICP land use planner with over 30 years of public and private sector experience. He has an extensive background in project management dealing with a broad array of planning related issues including spearheading rezoning efforts, managing development teams, site and land use planning, impact fees, fiscal impact analysis, public presentafions, expert witness tesfimony, land use law analysis and consensus building challenges. He has operated as a project manager overseeing development projects that required careful design to minimize neighboring impacts. He has managed numerous rewrites and amendments to zoning ordinances and site plan/subdivision regulafions. Mr. Fougere has also served on a municipal planning board and as a Selectman. Mr. Donohoe has more than 30 years’ experience in the financial analysis of real estate development projects and small business operafions. Mr. Donohoe has completed numerous real estate market studies, financial feasibility studies, redevelopment plans and real property appraisals. He has also specialized in the analysis of land, buildings and ufility systems for several military base reuse projects undertaken by the firm. Prior to forming Jeffrey Donohoe Associates LLC, Mr. Donohoe was a Vice President and Principal for a nafional real estate, economics and planning firm. He was previously a self- employed management consultant specializing in financial analysis, business planning, loan proposal evaluafion and market research. He is also a former Management Consultant for the New Hampshire Small Business Development Center and served as a Financial Markefing Analyst for Signal Capital. AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Review Select Board Report to Annual Town Meeting 2025 PRESENTER: Board Discussion ITEM NUMBER: I.3 SUMMARY: Review draft Select Board Report to 2025 Annual Town Meeting. SUGGESTED MOTION: FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 3/24/2025 6:40pm ATTACHMENTS: Description Type DRAFT Select Board Report to 2025 ATM Backup Material SELECT BOARD TOWN OF LEXINGTON SELECT BOARD REPORT TO THE 2025 ANNUAL TOWN MEETING MARCH , 2025 Select Board: Douglas M. Lucente, Chair; Jill I. Hai, Vice-Chair; Joseph N. Pato; Mark D. Sandeen Vineeta Kumar; Kim Katzenback, Executive Clerk Table of Contents Message from the Select Board Page 1 Town Manager Transition Page 3 Lexington High School Project Page 3 Affordable Housing Initiatives Page 4 Economic Development and Community Vitality Page 6 2025: The 250th Anniversary of the Battle of Lexington Page 8 1 March 2025 Message from the Select Board As we present this report to the Annual Town Meeting of 2025, we reflect on a year marked by meaningful progress and investment in Lexington’s infrastructure, community, and sustainability initiatives. This report includes detailed sections on the Lexington High School Project, the Town Manager transition, Affordable Housing Initiatives, and Economic Development and Community Vitality. Key Updates: Infrastructure: Significant infrastructure improvements remained a key priority throughout the past year. Notably, the Hartwell Avenue and Bedford Street Complete Streets Reconstruction Project advanced considerably, incorporating enhancements focused on safety, mobility, and accessibility, such as raised medians, sidewalks, and shared-use paths. Continued community dialogue ensured attention to pedestrian and cyclist safety concerns. The Board also prioritized sidewalk improvements, especially on Burlington Street and North Street, recognizing their critical role in pedestrian safety and connectivity. Recent major zoning changes related to MBTA Zoning have prompted additional municipal planning efforts to meet increased infrastructure demands across water, sewer, public safety, and transportation services. Further investments in sidewalk expansions, town-wide traffic signal upgrades, public parking lot enhancements, and intersection improvements—particularly at the Adams Street intersections with East and Hancock Streets—underscore our ongoing commitment to enhancing town-wide safety and accessibility. ARPA: The American Rescue Plan Act (ARPA) funds have now been fully allocated, marking the completion of strategic investments designed to directly benefit the community. Key initiatives included expanding free public Wi-Fi in the Town Center, Center Fields, and Lincoln Field; implementing SeeClickFix to improve communication between residents and town departments; installing a seasonal event tent to support community events; funding a two-year mental health clinician position; and providing ongoing Diversity, Equity, and Inclusion (DEI) training initiatives. Throughout the allocation process, the Board maintained a careful and flexible approach, ensuring compliance with federal guidelines and reserving funds for impactful projects. Notably, consideration of an electric or hybrid trolley acquisition was deferred due to cost and timing constraints. 2 Climate Leadership: The Select Board reviewed and approved updates to the Fleet Electrification Roadmap and Policy, aligning Lexington’s vehicle acquisition goals with the Massachusetts Climate Leaders Program. Zero waste initiatives, informed by a Tufts University survey, focused discussions on expanding curbside composting, automated waste collection, enhanced recycling, and continued community conversations on the idea of a phased Pay-As-You-Throw program. The Board also considered a phased Single-Use Plastic Bottle Phase-Out Policy, initially targeting municipal departments. Further discussions included solar assessments for municipal parking lots and potential future funding of a Sustainability Coordinator to leverage grant opportunities. We would like to take a moment to warmly welcome our new Town Manager, Steve Bartha, whose leadership and fresh perspective will undoubtedly help shape Lexington's continued growth and prosperity. We also extend a heartfelt welcome to our newest Select Board member, Vineeta Kumar, who joined us in March 2025. We look forward to her valuable contributions. We also express our sincere gratitude to Suzie Barry, whose dedicated service and thoughtful leadership on the Select Board concluded in March 2025. Her contributions have significantly benefited our community, and we thank her for her years of commitment. Should you have any questions or comments regarding this report, the Board encourages you to get in touch with any member of the Board. Select Board meetings are generally held Monday evenings at 6:30pm in the Select Board meeting room of the Town Office building, and via Zoom. Board members’ office hours as well as the Select Board meeting packets are posted at https://www.lexingtonma.gov/755/Select-Board. We can be reached via email (below) or by calling the Select Board Office (781-698-4580) to schedule a phone conversation or meeting. ● Doug Lucente, Chair: dlucente@lexingtonma.gov ● Joe Pato: jpato@lexingtonma.gov ● Jill Hai, Vice Chair: jhai@lexingtonma.gov ● Mark Sandeen: msandeen@lexingtonma.gov ● Vineeta Kumar: vkumar@lexingtonma.gov Respectfully submitted, Lexington Select Board Douglas M. Lucente, Chair Joseph N. Pato Jill I. Hai, Vice Chair Mark D. Sandeen Vineeta Kumar 3 Town Manager Transition On March 21, 2024, Town Manager Jim Malloy announced his intention to retire at the end of his then current contract, September 30, 2024. The Select Board then drafted a process and timeline for recruitment and transition to a new Town Manager. In April, the Select Board issued a Request for Quotations (RFQ) for an Executive Search firm to run the recruitment for the next town manager. The Board received four responses to their RFQ and interviewed three firms, eventually selecting GovHR as the Executive Recruiting Firm to lead the search. The Board also created a charge for a Town Manager Search Screening Committee (TMSSC), seeking a diverse group of residents to assist the Search firm in screening applicants. The TMSSC was to be comprised of two Select Board members (SB), a Planning Board (PB)member, a representative of the business community and five at large residents, to be chosen to represent “a diversity of lived experience, relevant expertise and community involvement”, as well as liaisons from each of the two finance committees. The members of the TMSSC were: Sarah Bothwell Allen; Bob Creech (PB); Jill Hai (SB); Heather Hartshorn (Business Community): Vineeta Kumar; Charles Lamb (CEC liaison); Robert Mandeville; Sean Osborne (AC liaison); Janet Perry; Mark Sandeen (SB); Helen Yang The Select Board appointed Kelly Axtell as Acting Town Manager. Ms. Axtell served in that role from October 1st through November 3, 2024. Between May and August, the TMSSC created criteria, interview and essay questions, reviewed two dozen applications and selected 11 candidates for further review. Second round submission materials, including essay responses to TMSSC questions and work product examples were reviewed and the committee held a full day of interviews with six semi-final candidates in August. The committee recommended three applicants to the Select Board for final interviews. The Select Board interviewed the three recommended candidates and on September 4, 2024, voted to engage Steve Bartha, then Town Manager of Danvers, as Lexington’s next Town Manager. Mr. Bartha began work in Lexington November 4, 2024. Since that date, Mr. Bartha has been meeting with departments, individual staff, committees, and resident groups as he continues to integrate into the community. Lexington High School Project The Lexington High School project is likely to be the most ambitious and expensive project undertaken by the Town of Lexington. Plans for this project have been brewing for years leading to the 2017 LHS Visioning process, the 2019 LPS Strategic Plan and the creation of the Master Planning Advisory Committee during the 2018-2019 year. Beginning in 2019, Lexington submitted Statement of Interest (SOI) applications each year to the Massachusetts School Building Authority (MSBA) to evaluate LHS for insufficient educational capacity and system upgrades. In 2022 Lexington was invited into the MSBA Eligibility Period beginning the current process for the project. In November, 2024, the Lexington High School Building Committee (SBC) selected the Bloom option after lengthy consideration of a wide range of alternatives. Bloom was deemed the 4 superior option due to several key advantages over other options which also met the minimum requirements for satisfying the educational program and safety needs. These advantages include cost-effectiveness, construction efficiency, and minimized disruption for students and community users. On February 26, 2025, the MSBA Board of Directors approved the Town of Lexington’s Preferred Schematic Report submission. With this approval, the Lexington High School Building project has successfully progressed into Module 4: Schematic Design phase of the MSBA process. The proposed Bloom project includes a new building adjacent to the current LHS facility while maintaining the existing field house with an addition and renovation. During the schematic design phase, the project design team will refine the Bloom concept and create a robust schematic design from which the MSBA will generate a scope, budget, schedule, and MSBA financial grant award. This team is composed of Dore and Whittier, Owner’s Project Manager; SMMA, Architects; and Turner Construction, Construction Manager at Risk. The team has been guided by the SBC to produce a responsible design that avoids unnecessary expense. The team is working with key stakeholders to adjust the Bloom concept to address community concerns regarding building massing, site traffic, and facility use. We anticipate that the project will be presented for approval to the MSBA during the summer of 2025 and will then come for community approval through a Special Town Meeting in the fall of 2025 followed by a debt exclusion vote at the end of the year. At the special town meeting we also expect to seek authorization for an Article 97 land swap to be submitted to the state legislature. This land swap would relocate some recreation fields to the footprint of the existing LHS and parking areas while building the new structure on the former field locations. Occupancy in the new or renovated facility is expected at the end of 2029. Detailed information about the project is publicly available at: https://lhsproject.lexingtonma.org Affordable Housing Initiatives One of the Select Board’s highest priority goals is to enhance community vibrancy by increasing the diversity of housing stock in size, accessibility, and price including increasing the availability of affordable housing. Lexington has a serious affordable housing crisis that has been decades in the making. Housing prices are rising much faster than household incomes. The average sale price of a Lexington home rose to over $1.9 million in 2024, with the average price of a new construction home reaching $3 million. The Massachusetts Municipal Association data also shows that Lexington’s median gross rents are the highest of any municipality in the Commonwealth. 24% of Lexington homeowners and 44% of Lexington renters are housing cost burdened, spending at least 30% to 50% of their income on housing. Currently only 6% of Lexington’s housing stock is truly affordable, while 21% of Lexington households qualify as low-income. The result is that the demand for affordable housing is quite high, with 10 to 20 applicants per each newly available affordable home. That translates into families waiting between 5 and 8 years to secure affordable housing in Lexington. 5 Between 2011 and June of 2023, Lexington had a net gain of zero affordable housing units on the Subsidized Housing Inventory or SHI. Since that time Lexington has had a net gain of 11 truly affordable units on the SHI, largely due to the creation of 21 units of affordable housing as part of the Waterstone/Bridges project approved by 2018 Special Town Meeting. The Select Board and Town Meeting have taken several recent actions to increase the availability of affordable housing in Lexington. Special Town Meeting 2022-3 approved the creation of the Affordable Housing Trust and the reorganization of LexHAB as an independent 501(c)3 organization. The legislature approved the reorganization of LexHAB in September of 2024, which will allow the reorganized LexHAB to access more diverse sources of funding, including private donations, federal and state funding, in addition to local appropriations. The reorganization also enables faster, more efficient, and lower cost housing production. Soon after the reorganization, LexHAB received a donation of a property that LexHAB will convert to an affordable home for Lexington residents in perpetuity. The Affordable Housing Trust was formed to preserve and create affordable housing, with a structure that provides the ability to respond to opportunities and funding requests from Lexington housing partners like LexHAB and the Lexington Housing Authority in real time. The Affordable Housing Trust funded two LexHAB property purchases in its first year of operation, creating affordable housing for three families in response to highly time sensitive opportunities. 2023 Annual Town Meeting overwhelmingly approved Article 33 authorizing the Select Board and the Affordable Housing Trust to create 40 units of 100% truly affordable housing at an average of 60% of Area Median Income on Town owned property located near Lowell and North Street. The Town received 7 proposals and has signed a land disposition agreement with the winning team. The developer has begun the community engagement and due diligence process defined in the RFP. The proposed design significantly exceeds the RFP requirements in many ways, including providing housing that is well integrated with the neighborhood, designed to feel like 8 individual buildings, with a community meeting area and a common space walking area, dark sky compliant lighting, thoughtfully designed landscaping that preserves as many existing native trees as possible, supplemented with new native plants to enhance ecological systems, and almost an acre of protected woodland area. Each home will have ample natural daylight, outdoor space, in unit laundry, elevator accessibility, universally accessible design, communal storage space, bike storage, and covered parking. They will be all-electric, solar powered homes, built to Passive House standards. The economics of building to these standards are excellent for both the residents and the developer. The residents will live in a home with incredibly healthy indoor air quality, that is extremely quiet, provides amazing thermal comfort, and exceptional resilience. Massachusetts Dept of Energy Resources studies show that multi-family buildings built to Passive House standards have such excellent thermal resilience that they can go a week without electric power on the coldest week of the year, with indoor temperatures dropping only 6 or 7° F. No backup power needed. The selected developer has built several affordable housing Passive House buildings and has now made it their design standard. 6 That excellent thermal performance also lowers the cost of HVAC equipment, as the heating loads for a Passive House building are roughly an order of magnitude lower than a standard building code building. Because those heating and cooling loads are so low, a central heating and cooling system for all of the units will be entirely powered by solar panels on the roof. That means the residents will have zero cost for heating or cooling their homes. And because that power is provided entirely by the sun, it will be insulated from the dramatic energy price spikes we've seen over the last few years. This is especially important because low- income households in the Boston area have the highest median energy burden in the country, spending 14% of their income on energy. Building affordable housing to Passive House standards is among the best ways the Town can address both the housing cost burden and the energy cost burden of its low-income residents. Perhaps most importantly the homes built on Lowell & North Street will be incredibly healthy, comfortable, and resilient homes for the residents. All affordable housing initiatives require significant sources of funding. The Community Preservation Committee currently provides the majority of affordable housing funds to LexHAB and is the only significant source of funding for the Affordable Housing Trust. The anticipated requests from the Lexington Housing Authority, LexHAB, and the Affordable Housing Trust for community housing initiatives are likely to exceed the amount of available Community Preservation Act funds in the coming years. Lexington 2021 Annual Town Meeting approved Article 36 to submit a home rule petition requesting legislative authority to establish a surcharge on specific commercial development activities for the purpose of funding affordable housing. The legislature recently approved that home rule petition by passing H.2740 “An Act to establish a surcharge on specific commercial development activities for the purpose of funding the creation of community housing.” The Governor signed the bill on January 8, 2025. The Select Board is now required to set a linkage fee rate within a year. The Select Board authorized Town staff to commission a study funded under Article 36, to assess commercial development and housing inventory trends before recommending an appropriate range of linkage fee rates. Given that commercial development trends have slowed considerably since 2021, expectations for this source of funds are fairly modest. Any funds generated from the linkage fee would be transferred to the Affordable Housing Trust. Another potential source of funding was not approved by the legislature. Lexington 2020 Special Town Meeting approved Article 6 to submit a home rule petition requesting legislative authority to establish a surcharge on residential development for the purpose of funding affordable housing. Unfortunately, the legislature took no action on that home rule petition during this or the previous legislative session. For that reason, that Article 6 home rule petition failed and can only be reconsidered by the legislature after another vote of Lexington Town Meeting. Economic Development and Community Vitality Initiatives In 2024-25 the Select Board continued to support initiatives which stimulate economic development and commercial expansion within the town, including revitalizing the downtown. Among the key strategies has been the formation of strong partnerships with local business 7 associations and individual businesses including through the Select Board’s advisory committees, the Economic Development Advisory Committee and the Center Committee. Additionally, the Select Board Chair and Vice Chair continue to participate in the Quarterly Roundtable discussions organized by the Economic Development Department. These are some highlights from economic development efforts in 2024-25. Lex 250 and Tourism: The Visitor’s Center has seen 60,000 visitors come through our doors since July 2024, compared to 51,000 travelers in the year prior. The increase in foot traffic stems from Lex250th promotion, advertising and marketing efforts with National Geographic, BBC, WCVB, and NYT which have reached at least 15 million people around the world to promote the 250th Celebrations in Lexington. Furthermore, Tour Lexington.us, Lexington’s main tourism website, which was launched in January 2024, has hit over 100,000 users and over 300,000 page views. These efforts have led to increases in foot traffic, merchandise revenue and a 56% increase in revenue through online tour booking channels. The Lexington Visitors Center has received new merchandise to accommodate the influx of tourists who will come for Patriots’ Day Weekend. Local Economic Policy Enhancements: 2024 ATM passed article 39 Home Rule Petition to Adjust the Number of On-Premise Wine and Malt Alcohol Licenses. State Representative Michelle Ciccolo brought forward House Bill HD.4384 requesting our home rule petition which was filed with the House clerk on 2/25/2025 and is awaiting the next steps in the State process. At their June 24, 2024 meeting the Select Board voted for a revised Alcohol Beverage License Regulations updated to include the new zoning. This 2024 policy expands the scope to include event spaces and craft beverage establishments, not just restaurants, for eligibility for a License to serve Alcoholic Beverages. This includes locations such as Pinot’s Palette, The Venue and Galaray House and Craft Foods who could apply for a liquor license to serve liquor as part of their operations. Wayfinding Signs: In East Lexington, Wayfinding Signs have been installed at Bow Street to direct travelers to restaurants, coffee shops, and businesses. People who may not have known these options exist can now go enjoy a cup of coffee, buy a bagel, or find a new place to get their haircut. In addition to East Lexington, new signage is coming to Lexington Center. The ED Office is bringing a large kiosk at the Grain Mill Alley Bike Node next to the Solar bench to direct visitors and travelers to Lexington’s historic amenities, businesses, and restaurants. Similar to East Lexington, these signs will appear along the Minuteman Bikeway. In addition to this initiative, work is being done in Lexington Center and in East Lexington to connect the Minuteman Bikeway to our business community. Art Installations and Vibrancy efforts: Later this year, travelers on the bikeway may see new art installations at 55 Massachusetts Avenue, 131 Massachusetts Avenue, and the Shops at 135-145 Massachusetts Avenue. This work was funded through the American Rescue Plan Act and is part of the Rapid Recovery Plan that began during the COVID-19 pandemic. Finally, the ED Office is working with landscape Architects and the Department of Public Works to landscape that area to open up the space and install new benches. In addition to these signs, the ED Office is also working on bringing murals to businesses along the bikeway. 8 Additionally, there is a collaborative effort from Lexington Economic Development, the Lexington Center Committee, and the Lexington History Museum to bring art to Lexington Depot. Commercial Development: Lexington welcomed more than six small businesses including new cafes in the Center and three large life sciences businesses in 2024. These cafés have transformed Lexington Center into a breakfast destination for all. Major vacancies have been filled including the former Starbucks which is now Revival Café, and the Bertucci’s Pizza location which is now Tatte. Additionally, long-term vacancies in the Center and across Town have seen increased interest. More cafes and restaurants are slated to open their doors this summer and fall in Lexington Center. The current vacancy-rate for the lab market in Lexington is close to 19% which is like Cambridge’s 18.8% vacancy. Burlington with 29.4% and Waltham with 22.3% are at a higher vacancy rate. Center Revitalization: On December 16, 2024 the Economic Development Advisory Committee and Lexington Center Committee presented to the Select Board, a set of recommendations based on Lexington Center: The Journey Forward. The recommendations were the following: 1) Focus on ways to create more welcoming and inviting entryways from key access points (parking lots, bike path, Visitor Center) 2) Convene a forum of relevant municipal bodies and committees to ensure alignment around application of new bylaws 3) Evaluating options for supporting Lexington Center programming. 4) Prioritize decision(s) regarding use of town-owned land in Lexington Center. The Select Board has made Center Revitalization a major goal to work on over the next two years. 2025: The 250th Anniversary of the Battle of Lexington Preparations for Lexington’s landmark 250th Anniversary of the Battle have been extensive and community-oriented, reflecting both historical reverence and inclusive celebration. Throughout the past year, the Select Board has actively engaged in a range of discussions, projects, and events designed to honor this momentous occasion thoughtfully and collaboratively. Monument Project: Extensive deliberation occurred regarding the proposed 250th Anniversary Monument at Belfry Hill Park. Community discussions provided valuable insights and raised critical considerations about the monument's scale, symbolic design, ongoing maintenance, and site suitability. Despite thorough evaluation and dialogue, the Historic Districts Commission (HDC) ultimately denied the Certificate of Appropriateness, effectively concluding the project. Inter Municipal Collaboration: Lexington continued strengthening historical and celebratory ties with neighboring communities through an Inter Municipal Agreement (IMA) with Arlington, Concord, and Lincoln, collectively allocating $200,000 towards collaborative planning and event execution for the 250th celebration. US Army Participation and Special Events: The Select Board received and considered a special request from the US Army Military District of Washington DC, involving several prestigious Army units, notably the Golden Knights Parachute Team, for participation in commemorative activities on April 19, 2025. Recognizing the exceptional historical significance of the anniversary, the Board granted a unique, one-time exemption to the Select Board’s Battle Green Regulation, which typically prohibits parachuting onto the Battle Green. Careful consideration was given to 9 balancing the historical gravity and ceremonial appropriateness of these events against established town regulations and historical site protections. Invitation to Dignitaries: The Select Board voted to approve the Semiquincentennial Commission (Lex250)’s recommendation to extend invitations to local, state, federal and international dignitaries to attend the 250th Anniversary celebrations. Board discussions surrounding this vote were comprehensive, underscoring an important consideration: ensuring the dignitary presence does not overshadow the celebration’s primary focus—the Lexington community and its heritage. The Board emphasized thoughtful selection to maintain the event’s community-centric spirit. International Engagement – Antony, France: Recognizing Lexington’s global historical connections, the Select Board strongly supported inviting our longstanding sister city, Antony, France, to participate in the anniversary celebrations. This international collaboration underscores our town’s historical significance, celebrating longstanding international relationships and fostering meaningful cultural exchange. As we approach the commemorative date, we acknowledge with gratitude the numerous volunteers, community groups, historical organizations, town staff, and regional partners working diligently toward a meaningful and memorable celebration. The Select Board remains committed to ensuring the 250th Anniversary of the Battle of Lexington is commemorated in a manner that honors our history, celebrates our vibrant community, and fosters connections both local and global. AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: 2025 Annual Town Meeting - Select Board Article Presenters, Discussion and Positions PRESENTER: Board Discussion ITEM NUMBER: I.4 SUMMARY: Category: Informing The Board may take up discussion on the 2025 Annual Town Meeting Articles and/or Select Board article positions. Town Website - 2025 Annual Town Meeting 2025 Annual Town Meeting SUGGESTED MOTION: n/a FOLLOW-UP: n/a DATE AND APPROXIMATE TIME ON AGENDA: 3/24/2025 6:50pm ATTACHMENTS: Description Type Select Board Working Document - Positions 2025 ATM Backup Material Moderator's proposed schedule for 2025 Annual Town Meeting as of 3-19- 25 Backup Material Select Board Positions Working Document #Article Name PLACEHOLDER FOR AN UPDATE AT SELECT BOARD MTG SELECT BOARD PRSNTR Proposed CNSNT (PC) IP DL JP JH MS VK 1 Notice of Election 2 Election of Deputy Moderator and Reports of Town Boards, Officers and Committees 3 Appointments To Cary Lecture Series.Y Y Y Y Y 4 Appropriate FY2026 Operating Budget DL Y Y Y Y Y 5 Appropriate FY2026 Enterprise Funds Budgets TBD Y Y Y Y Y 6 Amend Fy2025 Operating, Enterprise And CPA Budgets MS Y Y Y Y Y 7 Sustainable Projects JP Y Y Y Y Y 8 Appropriate Funding To Construct a Playground In Fletcher Park (Citizen Petition)- IP 2/24/2025 PC IP Y Y Y Y Y 9 Establish and Continue Departmental Revolving Funds JH Y Y Y Y Y Appropriate The FY2026 Community Preservation Committee Operating Budget And CPA Projects a. Cotton Farm/Community Center Connector – $300,000 b. Simond’s Brook Conservation Area Trail Design & Engineering – $75,000 c. Document Conservation – $21,000 - Proposed Consent PC d. Hancock-Clarke House Roof Replacement – $57,800 e. Affordable Housing Trust Funding– $3,000,000 f. LexHAB Affordable Housing Support, Restoration, Preservation, and Decarbonization – $494,140 g. Park and Playground Improvements – Center Playground – $1,490,000 h. Park Improvements – Athletic Fields - Harrington – $3,197,904* i. Lincoln Park Field Improvements #3 – $1,950,000* j. Administrative Budget – $150,000- Proposed Consent PC 11 Appropriate For Recreation Capital Projects JH PC Y Y Y Y Y 12 Appropriate For Municipal Capital Projects And Equipment a) Transportation Mitigation PC Y Y Y Y b) Fire Pumper Truck Y Y Y Y c) Equipment Replacement PC Y Y Y Y MS Financial Articles 10 1/27/2025 Y Y Y Y Y As of 3/17/2025 Select Board Meeting Select Board Positions Working Document #Article Name PLACEHOLDER FOR AN UPDATE AT SELECT BOARD MTG SELECT BOARD PRSNTR Proposed CNSNT (PC) IP DL JP JH MS VK d) Sidewalk Improvements PC Y Y Y Y e) Hydrant Replacement PC Y Y Y Y f) Street Improvements PC Y Y Y Y g) Stormwater Management Program PC Y Y Y Y h) New Sidewalk Installations - Study and Design Y Y Y Y i) Intersection Improvements - Adams St. at East St. & Hancock St.Y Y Y Y j) DPW Building Improvements Y Y Y Y k) Lincoln Park Parking Lot - Design Y Y Y Y l) Municipal Technology Improvement Program PC Y Y Y Y m) Network Redundancy & Improvement Plan PC Y Y Y Y 13 Appropriate For Water System Improvements.PC Y Y Y Y Y 14 Appropriate For Wastewater System Improvements PC Y Y Y Y Y 15 Appropriate For School Capital Projects And Equipment PC Y Y Y Y Appropriate For Public Facilities Capital Projects a) Public Facilities Bid Documents PC Y Y Y Y b) Public Facilities Interior Finishes PC Y Y Y Y c) School Paving and Sidewalks PC Y Y Y Y d) Municipal Building Envelopes and Associated Systems PC Y Y Y Y e) Central Administration Building Demolition Y Y Y Y f) Estabrook Elementary School Nurse Bathroom Renovation Y Y Y Y 17 Appropriate To Post Employment Insurance Liability Fund JP PC Y Y Y Y 18 Rescind Prior Borrowing Authorizations PC Y Y Y Y 19 Establish, Amend, Dissolve And Appropriate To And From Specified Stabilization Funds TBD Y Y Y Y 20 Appropriate For Prior Years’ Unpaid Bills - IP PC IP Y Y Y Y Y 21 Appropriate For Authorized Capital Improvements. - IP PC IP Y Y Y Y Y General Articles JP16 12 (cont.) JP As of 3/17/2025 Select Board Meeting Select Board Positions Working Document #Article Name PLACEHOLDER FOR AN UPDATE AT SELECT BOARD MTG SELECT BOARD PRSNTR Proposed CNSNT (PC) IP DL JP JH MS VK 22 Select Board To Accept Easements PC Y Y Y Y Y 23 Dispose Of 116 Vine Street 3/10/2025 MS W Y Y Y W 24 Authorize The Town Of Lexington To Prohibit Or Restrict The Application Of Second Generation Anticoagulant Rodenticides (Citizen Petition)2/3/2025 JH Y Y Y Y Y 25 Amendment To Town Meeting Management Provisions In Town Bylaws (Citizen Petition)DL W Y W Y W 26 Local Voting Rights For Lawful Permanent Residents (Citizen Petition) 2/14/2025 JH Y Y Y Y Y 27 Allow 16 Year Olds Voting Rights In Municipal Elections (Citizen Petition)2/24/2025 DL Y Y Y Y Y 28 Accurate Reporting On The Negative Aspects Of Lithium-Ion Batteries (Citizen Petition)1/27/2025 MS Y Y Y W W 29 Amend Zoning Bylaw - Bicycle Parking - REFER BACK TO PB 3/10/2025 MS PC Y Y Y Y Y 30 Amend Zoning Bylaw - Inclusionary Housing For Special Residential Developments 3/10/2025 JH W Y Y W Y 31 Amend Zoning Bylaw - National Flood Insurance (NFI) District 3/10/2025 DL Y Y Y Y Y 32 Amend Zoning Bylaw And Map - Technical Corrections 3/10/2025 TBD Y Y Y Y Y 33 Amend Zoning Bylaw - Accessory Uses 3/10/2025 JP Y Y Y Y Y 34 Amend Section 7.5 Of The Zoning Bylaw To Reduce Multi-Family Dwelling Unit Capacity (Citizen Petition)W W W W W Zoning Articles As of 3/17/2025 Select Board Meeting March 19, 2025 Hello Town Meeting members! This email includes important information regarding: (1) deadlines and instructions for submitting proposed amendments; Best, Deborah The following proposed schedule is subject to change and will be updated after each session of Town Meeting: Monday, March 24, 2025 - deadline for proposed amendments: noon on Friday, March 21 William Diamond Fife & Drum Corps Article 2: Election of Deputy Moderator Article 30: Amend Zoning Bylaw - Inclusionary Housing for Special Residential Developments Article 31: Amend Zoning Bylaw - National Flood Insurance (NFI) District Article 32: Amend Zoning Bylaw and Map - Technical Corrections Article 33: Amend Zoning Bylaw - Accessory Uses Time permitting: Article 3: Appointments to Cary Lecture Series Article 25: Amendment to Town Meeting Management Provisions in Town Bylaws Wed., March 26, 2025 - deadline for proposed amendments: noon on Monday, March 24 Article 24: Authorize the Town of Lexington to Prohibit or Restrict the Application of Second Generation Anticoagulant Rodenticides (Citizen Petition) Article 26: Local Voting Rights for Lawful Permanent Residents (Citizen Petition) Article 27: Allow 16 Year Olds Voting Rights in Municipal Elections (Citizen Petition) Article 28: Accurate Reporting on the Negative Aspects of Lithium-Ion Batteries (Citizen Petition) Time permitting, continue unfinished business from March 24th. Monday, March 31, 2025 No meeting; school holiday for Eid-al-Fitr Wednesday, April 2, 2025 - deadline for proposed amendments: noon on Friday, March 28 Brief recess: TMMA Recognition Awards Article 2: Receive reports of Appropriation Committee; Capital Expenditures Committee; Recreation Committee Article 2: Report of the Community Preservation Committee Consent Agenda (Pending SB approval): Article 8: Appropriate funding to Construct a Playground at Fletcher Park - (IP) Article 10: CPC - Funding “buckets” Article 10c: CPC - Document Conservation Article 10j: CPC - Administrative Budget Article 11: Appropriate for Recreation Capital Article 12a: Transportation Mitigation Article 12c: Equipment Replacement Article 12d: Sidewalk Improvements Article 12e: Hydrant Replacement Article 12f: Street Improvements Article 12g: Stormwater Management Program Article 12l: Municipal Technology Improvement Program Article 12m: Network Redundancy & Improvement Program Article 13: Appropriate for Water System Improvements Article 14: Appropriate for Wastewater System Improvements Article 15: Appropriate for School Capital Projects & Equipment Article 16a: Public Facilities Bid Documents Article 16b: Public Facilities Interior Finishes Article 16c: School Paving & Sidewalks Article 16d: Municipal Building Envelopes & Associated Systems Article 17: Appropriate To Post Employment Insurance Liability Fund Article 18: Rescind Prior Borrowing Authorizations Article 20: Appropriate for Prior Years’ Unpaid Bills (IP) Article 21: Appropriate for Authorized Capital Improvements (IP) Article 22: Select Board to Accept Easements Article 29: Amend Zoning Bylaw - Bicycle Parking Facilities (refer to Planning Board) Article 10: Appropriate for the FY2026 Community Preservation Committee Operating Budget and CPA Projects (Items not on Consent Agenda; 10h separated out for vote on April 9) Monday, April 7, 2025 - deadline for proposed amendments: noon on Wednesday, April 2 Recess: LPS/Minuteman Student Recognition Article 2: Minuteman School Superintendent’s Report Article 2: Town Manager’s Report Article 2: LPS Superintendent’s Report Article 4: Appropriate FY2026 Operating Budget Article 5: Appropriate FY2026 Enterprise Funds Budgets Article 7: Sustainable Projects Article 9: Establish & Continue Departmental Revolving Funds Article 23: Dispose of 116 Vine Street Wed., April 9, 2025 - deadline for proposed amendments: noon on Wednesday, April 2 Continue unfinished business from earlier session(s) Article 12: (Items not on Consent Agenda) Article 16: Appropriate for Public Facilities Capital Projects (Items not on Consent Agenda) Article 10h: Park Improvements - Athletic Fields - Harrington Article 19: Establish, Amend, Dissolve and Appropriate to & From Specified Stabilization Funds Time permitting: Article 34: Amend Section 7.5 of the Zoning Bylaw to Reduce Multi-Family Dwelling Unit Capacity Article 6: Amend FY2025 Operating, Enterprise and CPA Budgets Monday, April 14, 2025 Hold for unfinished business from previous session(s) Wednesday, April 16, 2025 Hold for unfinished business from previous session(s)