HomeMy WebLinkAbout2018-10-12-REPSC-min Residential Exemption Policy Study Committee (Ad Hoc)
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Minutes of Meeting
Friday, October 12, 2018
Hudson Room, Cary Memorial Building
Attendance
Committee: Mark Andersen, Chair; Vicki Blier; Howard Cloth; Katie Cutler; Thomas
Whelan; John Zhao; Joe Pato, Selectman Liaison. Absent: Sara Bothwell Allen.
Resident Observers: Bob Pressman, Keith Whitmore
Mr. Andersen called the meeting to order at 8:00.am.
Mr. Cloth agreed to serve as secretary.
There were no comments from the Resident Observers.
Approval of Minutes
The minutes of the September 28, 2018 meeting were reviewed and, after minor
clarifications, approved as corrected. Consideration and approval of the minutes of the
October 5, 2018 meeting was deferred until the Committee's next scheduled session.
Committee comments re the October St" Economist and Policymaker
Roundtable
A brief discussion ensued regarding the Economist and Policymaker roundtable.
Committee members were in agreement that it was a successful event, exceeded
expectations and that much was learned. Principal take-a-ways from the panelists
included: the characterization of the Residential Exemption as a "blunt instrument" to
achieve property tax equity; the Town's tax deferral mechanism as a more preferable
alternative; all panelists would vote "no" re the RE if asked. Missing from the
panelists' contribution was hoped-for insight regarding the experience of other towns.
Status and update on the Committee's Resident Survey
In the absence of Ms Bothwell Allen, Mr. Andersen gave a brief report on several last
minute changes he and Ms Bothwell Allen made to the final iteration of the survey
prior to circulation for distribution to community groups via e-lists on October 10th.
In particular, the respond by' expiration date and the question about vacation homes'
were removed.
Mr. Andersen also distributed a preliminary "back-of-the-envelope" survey distribution
status report (not a part of the minutes) reflecting the identity of the community
groups targeted and the distribution progress to date. He also welcomed additional
community groups for targeting (e.g., the Lexington Interfaith Clergy Assoc. regarding
religious organizations).
In response to a comment by Mr. Cloth that he had received "pushback" from
members of Lexington At Home questioning the authenticity of a "'Town" survey
coming from a LAH member rather than the Town and the concern, Mr. Andersen
advised that the survey is now available to all residents on the Town's web site.
Regarding the quality and quantity of the responses received, Mr. Andersen said the
number - 350 in just 2 days - far exceeded our expectations. Also, the quality of the
shared personal reflections about both the questions and the Town might be a
watershed moment for the Town, perhaps, suggesting the need for a stand-alone
report about the survey results.
Senior means-tested exemption non-quorum group
Mr. Cloth reported that Ms Bothwell Allen had expressed the need to withdraw from
the non-quorum group due to scheduling of other commitments. After discussion, he
and Ms Blier agreed that they would continue their effort without a replacement for Ms
Bothwell Allen. They also agreed to November 1St as a target "end date" regarding
their efforts as well as reporting the same to the committee - depending upon the
ability to schedule meet-ups with John Bartenstein.
The Committee's Final Report
The Committee reviewed a preliminary outline for its final report to the Board of
Selectmen. A discussion endued regarding the contents of each proposed section and
the ordering or rank of the several sections as well topics outside of the Committee's
charge that could be included in the report's appendix (e.g., calculation illustrations;
improving the scope and effectiveness of the Town's property tax deferral
mechanism). The discussion then addressed the importance/significance to be
accorded the RE "breakeven point" as well as the method utilized to calculate it for
use in the final report. It was agreed that the concept would receive consideration and
focus in the report but that it was nota game changer'. On a vote of 3-1-1, the
Committee agreed to use the so-called "assessor's method", it also being agreed that
the method employed would be revisited.
Public Hearing: Goals and Date
The date for the Committee's 2nd Public Hearing was set for November 27th with an
alternate date of December 4th - both Tuesday evenings - and will be held in the
Estabrooke Room of Cary Memorial Hall. Discussion of the goals and format was
deferred.
Agenda for upcoming meetings
The next scheduled meeting of the Committee was set for October 26t". The agenda
will include a report on the Resident Survey, the Public hearing and the Senior Means
Test option, the allotted time for the latter depending upon the SMT working group's
progress.
Messrs. Pato and Zhau departed the meeting at approximately 9:15; the meeting was
adjourned by Mr. Andersen on behalf of the Committee at 9:32 am.
Respectfully submitted,
Howard Cloth, acting Secretary