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HomeMy WebLinkAbout2020-02-10 SB Packet - Released SELECT BOARD MEETING Monday, February 10, 2020 Select Board Meeting Room, Town Office Building, 1625 Massachusetts Avenue, Lexington, MA 02420 6:00 PM AGENDA PUBLIC COMMENTS Public comments are allowed for up to 10 minutes at the beginning of each meeting. Each speaker is limited to 3 minutes for comment. Members of the Board will neither comment nor respond, other than to ask questions of clarification. Speakers are encouraged to notify the Select Board's Office at 781-698- 4580 if they wish to speak during public comment to assist the Chairman in managing meeting times. SELECT BOARD MEMBER CONCERNS AND LIAISON REPORTS TOWN MANAGER REPORT ITEMS FOR INDIVIDUAL CONSIDERATION 1. Capital Budget Presentation 6:00pm 2. Joint Meeting- Select Board and Planning Board 7:00pm Discuss 2020 Annual Town Meeting Zoning Articles • ATM Warrant Article 8 - Short Term Rental Impact F e e • ATM Warrant Article 35 -Amend Zoning Bylaw-Distance From Basement, Slab or Crawl Space and Groundwater • ATM Warrant Article 36 -Amend Zoning Bylaw-Short Term Rentals • ATM Warrant Article 37 -Amend Zoning Bylaw-Site Plan Review • AT M Warrant Artic le 3 8 -Amend Z o ning B ylaw-F inanc ial S ervic e s • ATM Warrant Article 39 -Amend Zoning Bylaw-Solar Energy Systems 3. Update -ATM 2020 Warrant Article 30 - Land Exchange 8:00pm 4. Approve Submission of Statement of Interest for Bridge Elementary School Roof 8:20pm Rep lac ement 5. Discuss Proposed New Police Station 8:30pm 6. Approve the Sale of Bonds and Notes 9:15pm 7. Approve the F Y2021 Recommended Budget 9:25pm 8. 2020 Annual Town Meeting-Article Positions/Discussion 9:45pm CONSENT AGENDA 1. Approve One-Day Liquor Licenses 2. Approve Use of Battle Green- 2020 Lexington Fife and Drum Tattoo ADJOURN 1. Anticipated Adjournment 10:00pm The next regularly scheduled meeting of the Select Board will be held on Monday, February 24, 2020 at 7:OOpm in the Select Board Meeting Room, Town Office Building, 1625 Massachusetts Avenue. Hearing Assistance Devices Available on Request All agenda time and the order of items are approximate and LeiTedia subject to change. Recorded by LexMedia AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Capital Budget Presentation PRESENTER: ITEM Dave Pinsonneault• Mike Cronin; NUMBER: Melissa B attite; Mark Corr; Carol Kowalski; Carolyn Ko sno ff I.1 SUMMARY: The full Capital Budget presentation is included in the White Book for review. The Board members had forwarded a list of questions on specific items and responses to those items are attached. The Senior Management Team will be in attendance at the meeting to respond to any further questions the Board may have. SUGGESTED MOTION: Move to approve the F Y21 Capital Plan as presented. FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 2/10/2020 6:OOpm ATTACHMENTS: Description Type Capital Proiect Requests (for 2/10 Select Board Meeting) • Battle Green Master Plan#3 —especially timing and how it will integrate with Center Streetscape: An architect has been hired and plans and specs are being developed for all phases of the Battle Green Master Plan Project. The second part of Phase 3 funding is being requested for FY21. The projects include improvements to the Belfry (viewing area, pathway, signage, etc.),fencing and signage at Ye Olde Burying Ground, landscaping (trees and shrubs) at the Visitor's Center/Buckman/Battle Green areas, benches, drinking fountains,pathways, lighting, the flagpole, signs, monuments, the Hayes Fountain, accessibility, etc. Most of the projects are planned for this upcoming construction season. The Battle Green Streetscape Project (separatefrom the BGMP) will include roadway, marking,parking spaces and periphery sidewalks improvements. All projects are scheduled to be complete by fall 2024. • List of Sidewalk Projects-both new construction and repairs The targeted repair list (subject to change) was included in the CIP info but here it is again: 1. East Street from Lowell Street to Grant Street 2. Mass Ave East side from Antony Park to Percy Road 3. Worthen road from Waltham Street to Kendall Road 4. Lowell Street both sides from Woburn Street to Maple Street S. Cherry Street both sides 6. Ingleside Road 7. Stetson Street 8. Abernathy road 9. Carnegie Place 10. Tidd Circle 11. Assorted ramps town wide The new article for new sidewalk construction is targeting Westminster Street from Lowell Street to the Arlington Town line and the small section on Mass Ave for the Hastings School in FY21. • List of Street Improvements This encompasses many treatment methods and a potential list of streets and appropriate treatment is still under review. Possible candidates for 2020 and 2021 include Hancock Street, the Follen Road neighborhood and Pleasant Street. • TSG (Planning/Engineering) Transportation Mitigation— o Intention of fund, is this $100K per year to handle quick response to projects if needed or is it an appropriation that remains available for subsequent use in future years and the total amount available grows until spent? The Transportation Mitigation funds are used for quick response and/or planned projects that are identified and requested by the Transportation Safety Group. As with most capital projects, the appropriation carries over from year-to-year and is available until spent. Historically the $100K appropriation has been mostly spent within the year it becomes available, but over the last two years the balance has built up, which maybe partly due to staff turnover/vacancy in the planning office. The $100,000 recommended for Transportation Mitigation in the FY2021 budget is from free cash ($83,496) and$16,504 fi^om TNC funds (Transportation Network Company, i.e. the Uber/Lyft surcharge). Part of this appropriation is expected to fund projects requested by the bike committee for FY2021. Transportation Mitigation Funding (TSG) Fund 5023 in New General Ledger ATM Article Authorized Source Spent Encumbered Remaining 2017 12V $ 100,000 Free Cash $ 91,172.93 $ 165.00 $ 8,662.07 2018 16M $ 100,000 Free Cash $ 57,955.00 $ 3,045.00 $ 39,000.00 2019 16L $ 100,000 Free Cash $ - $ - $ 100,000.00 • Police Outdoor/Indoor Firing Range - Hartwell Avenue— o General discussion on the scope of the project The Police Chief will be present for the discussion, in summary, the Town has a schematic design and this request would take us to the next step in getting the design work completed. The Chief and Town Manager have net with the Director of the Police Criminal Justice Training Council (PCJTC)Executive Director and there is a discretionary grant program they are in the process of developing and they indicated that the state is looking for a centralized community to provide police academies with a full training site and their involvement could provide funding not only for a portion of the capital cost but for the ongoing operational costs. Additionally, we believe other communities will use it for them officer's annual training requirements and Lexington would not need to send our officers to Fort Devens for their annual training. The Director of the PCJTC indicated two communities are in the process of developing plans for a new firing range that would meet the State's requirements (Lexington and Westborough) but that Lexington is much further along in the planning process. • Recreation& Comm. Pgms. Athletic Facility Lighting o How is it that the 2018 ATM appropriation for the complete project was applied to an RFP that had a third of the project as an add-alternate? What legal authority allows this? There were S spaces identified at the Center Recreation Complex that were included in the funding request, Cl, C2, 10 tennis courts (4 replacement/6 new),pool and basketball. The two diamonds, infrastructure and electrical work, including tennis courts conduit work have been completed. This along with the electrical engineer, design and GEO work was also complete. The decision to place the tennis,pool and basketball courts as add alternates was based on the updated Lighting System estimates (received August 2018) , the soil testing and discovery of how bad soils were (which was extensive), received July 2018 as well as charges from Eversource. Since the athletic lighting for the two diamonds had been on the CIP for several years, the systems were failing and no longer operating within the safe playing conditions, moving forward with the highest priority of the scope of work with least impact on the community was put out to RFP. The add alternates included the Tennis,pool and basketball. Any delay to replacing the lighting at the two diamonds would have resulted in a loss of service impacting the youth and adult leagues who use and rely on use of the athletic lights throughout their seasons in order to offer league play and practices. 0 2018 CPC description of project did not split out an optional component—in fact describes two phases being integrated into a single request: • "This FY19 request is for$975,000 to replace the existing lighting system and structures at the Center#1 Baseball Field, Center#2 Softball Field and the Center Basketball Courts with more cost efficient fixtures and illuminants. The existing lighting system and structures at the Gallagher Tennis Courts and the Irving H. Mabee Pool Complex will also be replaced as part of the project. This project had previously been contemplated for completion in two phases but in 2016, the Recreation Committee combined Phases I and II of the Athletic Facility Lighting Project to facilitate operational efficiency and allow staff to program the lights using one software system instead of two separate operating systems." The original CIP request for the Center diamonds date back to 2011. In 2016, The Recreation Committee voted to combine this request and Phase II(tennis, pool and basketball). This approach delayed the Center Diamond project by two year's and subsequently the lights continued to deteriorate and become high priority as the FYI S project approached. This along with the new estimated costs being higher than what was appropriated was cause to bid the project with add alternates. o What process do we need to put into place to prevent a project from redefining its scope to something significantly smaller than what was used to justify the appropriation without at least review by the Select Board or return to Town Meeting for a supplemental appropriation? It is possible to move forward with construction on some types of projects where there is insufficient funding (strictlyfrom a legal sense) such as this lighting project, but for most projects, like building projects or high cost fire trucks capital replacement, it is not possible to build a partial building or purchase a partial truck(although the Town could reduce the scope through alternatives that allow deductions, but that has to happen when the project is bid). The question of whether the Town should or shouldn't move forward with a partial project is more of a policy issue or a matter of what was specifically presented at Town Meeting and what is appropriate in relation maintaining credibility with Town Meeting and future projects. I don't believe we need a specific policy, I do believe a standardized practice of how this type of issues should be handled in the future would establish a better practice. The following directive to our Senior Management Team is what I am considering: "On all capital projects, if there are no bids received that is within the original appropriation, the department responsible will provide the bid results to the Board of Selectmen and provide a recommendation and report on (a) moving forward with a reduced scale project; or (b) requesting a special town meeting to fund the difference from the original appropriation to the lowest responsible bid received. " • Westview Cemetery Building o Updated funding model—how much covered by burial fees, how much supported by the General Fund? The last projections we had are a year or two old and no doubt the split between funding sources has changed. See attached memo y Town of Lexington Comptroller's Office Carolyn Kosnoff, Assistant Town Manager for Finance Tel: (781) 698-4622 MEMORANDUM TO: James Malloy,Town Manager&Select Board FROM: Carolyn Kosnoff,Assistant Town Manager for Finance DATE: February 6,2020 RE:UPDATED Analysis of Westview Cemetery Construction Funding The original cost of the cemetery building construction as presented at the 2019 Annual Town Meeting was$2.80 million, however the project was postponed until the possible inclusion of a crematory could be evaluated. At that time it was estimated that approximately$115K of tax levy dollars would be needed to cover debt service over the life of the debt. The project will be reconsidered at the 2020 Annual Town Meeting,and the expected cost has increased by$490K to a total of $3.29 million. This cost estimate is for a design plan that is addition ready,but does not include a crematory. The purpose of this memo is to evaluate the impact of the updated cemetery building construction cost on the tax levy. As the Select Board is aware, cemetery fees were increased on July 1,2017 to reflect the current market rates from communities around Lexington. The fee increases were implemented for Grave Sales and Burial Fees for residents and non- residents(see the attached schedule of Cemetery Rates and Service Fees). These fees will increase by 2.5%on July 1st of each year. It is helpful to understand where the revenue from grave sales and burial fees is directed when evaluating the funding for the new building.When a grave is sold,45%of the revenue is directed to the Sale of Cemetery Lots Fund,and the other 55%is transferred to the Cemetery Perpetual Care Trust account which is managed by the Trustees of the Public Trust. The Cemetery Perpetual Care Trust Fund is not an available funding source,but the Sale of Cemetery Lots Fund is available for cemetery land purchases and capital projects. When a burial is performed,the fee revenue is directed to the General Fund(see the Appendix for a description of cemetery related accounts). For purposes of funding the Westview Cemetery building,it was assumed that the `new' general fund revenue plus all of the revenue from the Sale of Cemetery Lots fund would be used for debt service as illustrated in Table 1. Table 1: Average Annual Revenue Annual'New'Fee Revenue Annual Revenue Post Fee Pre-Fee Increase(A) (Projected)(B) Increase(Projected)(A+B) 3-Ye a r General Sale of Lots Sa I e of Lots Sale of Lots Average Fund Revenue General Fund Revenue General Fund Revenue Count Revenue (45%) Revenue (45%) Revenue (45%) Grave Sales 85 n/a $ 43,166 n/a $ 29,102 n/a $ 72,268 Non-resident Traditional&Cremation Burials 85 $ 43,607 n/a $ 26,566 n/a $ 70,172 n/a Resident Traditional&Cremation Burials 98 $ 58,307 n/a $ 33,803 n/a $ 92,110 n/a Total $ 101,913 $ 431166 $ 60.369 $ 291102 $ 162,282 $ 72,268 Total $ 145,079 Total $ 89,471 Total $ 234,550 Total Funding For Westview Building(FY2020) 132,637 Increasing by 2.5%for FY2021 135,953 1625 MASSACHUSETTS AVENUE•LEXINGTON,MASSACHUSETTS 02420 Westview Cemetery Building Construction-Funding Plan In addition to the new revenue from Table I.the Sale of Cemetery Lots Fund starts with a projected fund balance of $667,860 in FY2021 (Table 2 Col F). This fund balance will supplement fee revenue to cover the debt service for the Westview Cemetery building construction. Table 2 illustrates the projected revenue inflows,debt service and Sale of Cemetery Lots Fund Balance over the life of the bond and assumes the following: • All revenue from Cemetery Sale of Lots fund(Col A)and `new' fee revenue from the General Fund(Col B)will be dedicated to the Westview building debt service. • Total fee revenues of$135,953 are projected for FY2021 and will increase by 2.5%per year(Col Q. • The Westview Cemetery building is expected to cost$3.29M which will be bonded over 20 years with an assumed interest rate of 4%. The full$3.29M construction cost will be debt financed with a level-payment structure,to best match the inflow of fee revenue(Col D). Table 2: A B C D E F G H I Available Fee Revenue Net Cash Flow Use of Cemetery Sale of Lots Fund Balance Sale of Sale of Cemetery Total Debt Annual Cash Cemetery Lots Contribution Cemetery Lots Additional Sale of Lots Total Available Service-Level Flow Surplus/ Beginning to Debt Ending Tax Levy FY Fund General Fund Fee Revenue Payment (Short-fall) Balance Service Balance Support FY2021 $ 74,075 $ 61,878 $ 135,953 $ 155,625 $ (19,672) $ 667,860 $ (19,672) $ 648,188 $ - FY2022 $ 75,927 $ 63,425 $ 139,352 $ 302,084 $ (162,732) $ 648,188 $ (162,732) $ 485,456 $ - FY2023 $ 77,825 $ 65,011 $ 142,836 $ 274,334 $ (131,498) $ 485,456 $ (131,498) $ 353,958 $ - FY2024 $ 79,770 $ 66,636 $ 146,406 $ 257,834 $ (111,428) $ 353,958 $ (111,428) $ 242,530 $ - FY2025 $ 81,765 $ 68,302 $ 150,067 $ 242,084 $ (92,017) $ 242,530 $ (92,017) $ 150,513 $ - FY2026 $ 83,809 $ 70,010 $ 153,818 $ 242,084 $ (88,266) $ 150,513 $ (88,266) $ 621247 $ - FY2027 $ 85,904 $ 71,760 $ 1571664 $ 242,084 $ (84,420) $ 62,247 $ (62,247) $ - $ (22,173) FY2028 $ 88,052 $ 73,554 $ 1611605 $ 242,084 $ (80,479) $ - $ - $ - $ (80,479) FY2029 $ 90,253 $ 75,393 $ 1651645 $ 242,084 $ (76,439) $ - $ - $ - $ (76,439) FY2030 $ 92,509 $ 77,277 $ 1691787 $ 242,084 $ (72,297) $ - $ - $ - $ (72,297) FY2031 $ 94,822 $ 79,209 $ 1741031 $ 242,084 $ (68,053) $ - $ - $ - $ (68,053) FY2032 $ 97,192 $ 81,190 $ 178,382 $ 242,084 $ (63,702) $ - $ - $ - $ (63,702) FY2033 $ 99,622 $ 83,219 $ 182,842 $ 242,084 $ (59,242) $ - $ - $ - $ (59,242) FY2034 $ 102,113 $ 85,300 $ 187,413 $ 242,084 $ (54,671) $ - $ - $ - $ (54,671) FY2035 $ 104,666 $ 87,432 $ 192,098 $ 242,084 $ (49,986) $ - $ - $ - $ (49,986) FY2036 $ 107,282 $ 89,618 $ 196,900 $ 242,084 $ (45,184) $ - $ - $ - $ (45;184) FY2037 $ 109,964 $ 91,859 $ 201,823 $ 242,084 $ (40,261) $ - $ - $ - $ (40,261) FY2038 $ 112,713 $ 94,155 $ 2061868 $ 242,084 $ (35,216) $ - $ - $ - $ (35,216) FY2039 $ 115,531 $ 96,509 $ 2121040 $ 242,084 $ (30,044) $ - $ - $ - $ (30,044) FY2040 $ 118,420 $ 98,922 $ 217,341 $ 242,084 $ (24,743) $ - $ - $ - $ (24,743) FY2041 $ 121,380 $ 101,395 $ 2221775 $ 242,084 $ (19,309) $ - $ - $ - $ (19,309) $ 2,085,861 $ 1,742,422 $ 3,828,282 $ 5,159,398 $ (741,799) Table 2 shows that the dedicated fee revenues are not sufficient to cover the debt service for the cemetery building project throughout the life of the debt. However,the Sale of Cemetery Lots fund,which has accumulated a balance from fee revenues,closes some of the funding gap. This model projects that the Sale of Cemetery Lots fund balance will be depleted approximately 7 years into the 20 year debt(FY2027). In this model the tax levy will have to supplement the cost of the debt service beginning in FY2027(Col I),and continue through the life of the debt. The additional amount of general fund-tax levy support needed to cover the debt service is projected to be approximately$742K over the life of the debt. Alternative Funding Plan Table 3 illustrates an alternative funding plan: using the balance of the Sale of Cemetery Lots fund($600K)to cash finance part of the$3.29M construction project,and bond the remaining$2.69M. This results in a greater contribution from the tax levy in the earlier years of the debt service,but would result in a lower contribution over the life of the debt($582K compared to$742K from table 2(Col F). Table 3: A B C D E F Available Fee Revenue Net Cash Flow Cemetery Total Debt Annual Cash Additional Sale of Lots Total Available Service-Level Flow Surplus/ Tax Levy FY Fund General Fund Fee Revenue Payment (Short-fall) Support FY2021 $ 74,075 $ 611878 $ 1351953 $ 139,625 $ (3,672) $ (3,672) FY2022 $ 75,927 $ 63,425 $ 139,351 $ 257,935 $ (118,584) $ (118,584) FY2023 $ 77,825 $ 65,010 $ 142,835 $ 230,185 $ (87,350) $ (87,350) FY2024 $ 79,770 $ 66,636 $ 1461406 $ 213,685 $ (67,279) $ (67,279) FY2025 $ 81,765 $ 68,302 $ 150,066 $ 197,935 $ (47,869) $ (47,869) FY2026 $ 83,809 $ 70,009 $ 1531818 $ 197,935 $ (44,117) $ (44,117) FY2027 $ 85,904 $ 71,759 $ 1571663 $ 197,935 $ (40,272) $ (40,272) FY2028 $ 88,052 $ 73,553 $ 161,605 $ 197,935 $ (36,330) $ (36,330) FY2029 $ 90,253 $ 75,392 $ 165,645 $ 197,935 $ (32,290) $ (32,290) FY2030 $ 92,509 $ 77,277 $ 1691786 $ 197,935 $ (28,149) $ (28,149) FY2031 $ 94,822 $ 79,209 $ 174,031 $ 197,935 $ (23,904) $ (23,904) FY2032 $ 97,192 $ 81,189 $ 1781382 $ 197,935 $ (19,553) $ (19,553) FY2033 $ 99,622 $ 83,219 $ 1821841 $ 197,935 $ (15,094) $ (15,094) FY2034 $ 102,113 $ 85,299 $ 1871412 $ 197,935 $ (10,523) $ (10,523) FY2035 $ 104,666 $ 87,432 $ 1921097 $ 197,935 $ (5,838) $ (5,838) FY2036 $ 107,282 $ 89,618 $ 1961900 $ 197,935 $ (1,035) $ (1,035) FY2037 $ 109,964 $ 91,858 $ 201,822 $ 197,935 $ 3,887 $ - FY2038 $ 112,713 $ 94,154 $ 2061868 $ 197,935 $ 81933 $ - FY2039 $ 115,531 $ 96,508 $ 212,040 $ 197,935 $ 141105 $ - FY2040 $ 118,420 $ 98,921 $ 217,341 $ 197,935 $ 19,406 $ - FY2041 $ 121,380 $ 101,394 $ 2221774 $ 197,935 $ 241839 $ - $ 2,085,861 $ 1,742,412 $ 3,828,272 $ 4,260,417 $ (581,859) Cemetery Operating Revenues&Expenses As noted above,revenues from burials are directed to the General Fund. This revenue supports cemetery operations, including staff costs and operating expenses. In addition,interest earned from the Cemetery Perpetual Care Trust Fund is transferred to the General Fund annually to support cemetery operations. These two funding sources do not fully cover the Town's cemetery operations,so the tax levy makes up the difference.Municipalities are directed by law to provide cemeteries and burial services, so it is not unusual that the tax levy would fund cemetery operations. The annual amount of tax levy support to cemetery operations from FY2015 to FY2019 is shown in Table 4. Table 4: FY2019 FY2018 FY2017 FY2016 FY2015 Actual Actual Actual Actual Actual Cemetery Fee Revenue (General Fund) $ 198,293 $ 162,270 $ 123,190 $ 125,588 $ 133,079 Interest Income from Cemetery Annual Care $ 50,000 $ 48,500 $ 105,000 $ 105,000 $ 105,000 Total Cemetery Revenue $ 248,293 $ 210,770 $ 228,190 $ 230,588 $ 238,079 Cemetery Operations Salaries&Wages $ 230,705 $ 238,714 $ 248,370 $ 241,225 $ 221,437 Cemetery Operating Expenses $ 67,008 $ 641201 $ 61,800 $ 75,114 $ 48,868 $ 297,713 $ 302,914 $ 310,170 $ 316.339 $ 270,305 Tax Levy Support of Cemetery Operations $ (49,420) $ (92,144) $ (81,980) $ (85,751) $ (32,226) APPENDIX: Summary of Lexington's Cemetery Accounts Account: Type A General Fund Cemetery Operations General Fund-Revenue General Fund Cemetery Operations General Fund-Expense B Sale of Cemetery Lots Fund Special Revenue C Burial Containers Revolving Fund D Cemetery Perpetual Care Trust Fund Trustees Account E Cemetery Annual Care Account Interest from Trust Notes: A Cemetery operations are supported by fees collected for performing a burial, interest transferred from the Annual Care Account and by the tax levy. Please see "BURIAL FEES FOR RESIDENTS, BURIAL FEES FOR NON-RESIDENTS and ADDITIONAL FEES" in the attached fee schedule. Effective on July 1, 2017 the Select Board increased fees related to burials. The differential between the original fee and the new fee was earmarked as new revenue that would help fund a new building at the Westview Cemetery.The revenue is General Fund revenue and is not segregated or'set-aside'when received. The revenue collected from "GRAVE SALES" in the attached fee schedule is split between two B funds: 45%of the sale is payable to the Town of Lexington and is deposited into the Sale of Cemetery Lots Special Revenue account. The remaining 55%of the sale is payable to the Trustees of the Public Trust and is deposited into the Cemetery Perpetual Care Trust Fund. C The Town acts as a pass through for customers to purchase grave boxes. We purchase from a vendor and resell to customers when a burial is needed. The revenue and expenses associated with the purchase and sale of grave boxes is segregated in the Burial Containers Revolving Fund. The Cemetery Perpetual Care Trust Fund is invested by the Trustees of the Public Trust and accumulates interest. The interest generated from the Cemetery Perpetual Care Trust Fund is D transferred annually to the Town's Annual Care account and is then used as a revenue source in the Town's operating budget. The principal balance of the Cemetery Perpetual Care Trust Fund remains in the Trustees account. E The interest generated and transferred annually from the Cemetery Perpetual Care Trust Fund to the Town is held in the Annual Care Account. This Cemetery Annual Care account is essentially a holding account and is designated as a revenue source in the Town's operating budget. AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Joint Meeting- Select Board and Planning Board PRESENTER: ITEM NUMBER: Amanda Loomis, Planning Director; Mina Makarious, Town Counsel I.1 SUMMARY: Attached is a presentation prepared by the Planning Department that d e s c rib e s the issues identified and the recommended solution that the zoning change is proposing. SUGGESTED MOTION: FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 2/10/2020 7:OOpm ATTACHMENTS: Description Type Dra.fit,raAli n 8 SI'R.impactfiee Cbver Merno F) Draft motion 36 sir zk)n.in.g Co v e r-M c,i,y:) F) Article 39 solar presentation, C-bver VII.emo F) I)raft rnotion.39 solar Cbver A F) Article 8 1 i.�,gal Mlerrio G.m..'T Merno N U >1 co 0 U) C/) C: U 0 C: Co(D A.-O -0 Co 0 C: 0 C: Fz, > 0 c O Cr) � (1) O (1) -�-j L. 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C: 4- 0 E .0 (D (D U) _0 > cn > C: C CID (1) O � 0 a�i co Q- 4.— C ` . u�i E G) (1) CL co 00 H O p 0 � O(m) U) -1--j o> FEEMMI MENNEN mMENNEN V � E � Q � O N Q o cn E _0 0 0 -0 E E co � L0 Q m C co C N C6 C/ U) o LL (n U O C/) �--' c) U) C: Cn .o p C) a� O > 0 ._ a� � O N A-0 N co0 C� A-0 U C: Cn C� _0 ._ cn O � o _0 (3) C: V � U _0 V W O C: U o A-0 CDL 00 V L. co Q) .0 C� U V � � -- O (D 0L �o O _0 .— C) L- ._ > c0 O � o O � ._ m C� A-0 C: 1713 Co rk O c� OA-0 >% 0 � LL C: 0 A-0 cn � U � C (D o0 M� r.: E o (n (D E co N (D o � � 3 �o c n -0 < cn cn L � Z co M(D cn 0 0 0 .4.j �o c� //� L � (0 fn m m d N C/) A-0 0 LL EE C: 0 cn (n � O L f cn 0 A-a -6--a C/) C/) (n 0 0 CD 0 E � n N N cn N c � w a o vi > wima >1 �o cn (n -4-0 m C: a) cf) 0 (3) E 0 cn .0 a) 4-a cn E cu cn cn (D m =3 0 0 co C: 0 L L a U (6 0 � a) o -� cn 0 Q (n o a) C/) c 17,1 a ARTICLE 8 SHORT TERM RENTAL IMPACT FEE MOTION: (needs two separate votes) Vote 1: That the Town adopt the first community impact fee of 3% on professionally managed short term rental operators as authorized by G.L. c64G section 3D(a) and applies to each transfer of occupancy of a"professionally managed unit,"which is defined as one of two or more short-term rental units in same city/town not located within asingle- or two- or three- family dwelling that includes the operator's (owner's)primary residence. Vote 2: That the Town adopt the second community impact fee authorized by G.L. c64G section 3D(b) on short-term rental units located within atwo- or three-family dwelling that includes the operator's primary residence. (DATE 1/31/20) ARTICLE 36 AMEND ZONING BYLAW- SHORT TERM RENTALS MOTION: To amend the Zoning Bylaw, Chapter 135 of the Code of the Town of Lexington by adding a new Section 6.10 as follows: 6.10.1 PURPOSE. The purposes of this bylaw are to: 1. Provide a process through which certain residential premises and rooms within residential premises may be registered with the Town of Lexington for use as "short-term rentals"; 2. Provide health and safety standards for short-term rentals; and 3. Provide for the orderly operation of short-term rentals within the Town's residential neighborhoods. 6.10.2 DEFINITIONS. Short-term rental: Any rental of a residential dwelling unit, or of a bedroom within a dwelling unit, in exchange for payment, as residential accommodations for a duration of less than thirty(30) consecutive days, but not a bed-and-breakfast home, hotel, or motel. Short-term renter: Any person or persons occupying a dwelling unit, or a bedroom within a dwelling unit, as a short-term rental. Short-term rental operator: The person or persons offering a dwelling unit or bedroom for short-term rental, with the written permission of the owner, condominium association, and homeowners association where applicable. Operator-occupied short-term rental: The short-term rental of a dwelling unit, or of individual bedrooms within a dwelling unit, that is the primary residence of its operator. Operator-adjacent short-term rental: The short-term rental of a dwelling unit that is not the primary residence of the operator, but is located within a dwelling with a total of four or fewer dwelling units where one of the dwelling units in the building is the primary residence of the operator. 6.10.3 REQUIREMENTS. Operator-occupied, and operator-adjacent Short-term rentals are permitted as an accessory use to a permitted principal residential use, subject to the following requirements: 1. No residential premises may be used as a short-term rental except in compliance with this bylaw. 2. The following residential housing units may not be used as short-term rentals: i. Residential premises designated as affordable or otherwise income-restricted, which are subject to affordability covenants or are otherwise subject to housing or rental assistance under local, state, or federal programs or law; 1 ii. Accessory Apartments as defined in Section 6.7; and iii. Any residential property in violation of the State Sanitary Code, 105 CMR 410. 3. All short-term rental operators shall register with the Building and Zoning Office prior to short-term rental use and occupancy in conformance with Section 6.10.5 below. 4. A short-term rental operator may make available no more than one (1) dwelling unit for operator- occupied short-term rentals, which may include the separate short-term rental of no more than three (3) individual bedrooms, and one (1) dwelling unit for operator-adjacent short-term rentals, which may be rented only as a whole unit to one party of short-term renters at any one time and may not be rented as separate bedrooms to separate parties. 5. A short-term rental shall be limited to parking of one (1) vehicle per two occupants in the short-term rental. 6. The short-term rental operator or agent shall maintain an up-to-date log of all occupants that occupy the short term rental, which shall contain the occupants' names, ages, and dates of commencement and expiration of each short-term rental period. The log shall be available for inspection by the Town's Board of Heath and Department of Public Safety in case of emergency. The purpose of this requirement is to ensure that the Town shall have basic identifying information of all occupants of the short-term rental at all times. 7. The applicant must be current with all town taxes, water, and sewage charges. 8. Short-term rental operators shall maintain liability insurance appropriate to cover the short-term rental use. 8. During any period of seven (7) or more consecutive days when the operator is away from the dwelling unit, an Operator-Occupied Short-Term rental may be rented only as a whole unit and not rented as separate bedrooms to separate parties. 9. The number of bedrooms made available for operator-occupied short-term rentals within a dwelling unit shall not be greater than the number of lawful bedrooms in the dwelling unit. 10. Renting for an hourly rate, or for rental durations of less than ten (10) consecutive hours, shall not be permitted. 6.10.4 REGULATIONS. The Building Commissioner shall have the authority to promulgate regulations to carry out and enforce the provisions of this Section 6.10 "Short-Term Rentals." 6.10.5 REGISTRATION, INSPECTION AND FEES. 1. All dwelling units offered for short-term rentals shall register with the Town, secure a Certificate of Registration according to standards set forth by the Building Commissioner, and pay all associated fees. The Certificate of Registration shall require the operator to agree to abide by the requirements of this Section 6.10. 2. It is the responsibility of the short-term rental operator to renew its Certificate of Registration on an annual basis or upon change of operator or owner. 2 3. Prior to issuing or renewing a certificate of registration, the Building and Zoning Office shall conduct an inspection to verify that each dwelling unit and bedroom to be rented to short-term renters meets the requirements of this Section 6.10. 4. Units shall be annually recorded in the Short-Term Rental Registry for a fee which set by the Select Board. (draft 1/27/2020) 3 ARTICLE 35 AMEND ZONING BYLAW-DISTANCE FROM BASEMENT, SLAB,OR CRAWL SPACE AND GROUND WATER MOTION: To amend the Zoning Bylaw, Chapter 135 of the Code of the Town of Lexington by adding a new Section 4.5 as follows, and further that non-substantive changes to the numbering of this bylaw be permitted in order that it be in compliance with the numbering format of the Code of the Town of Lexington: 4.5.1 PURPOSE. The purposes of this bylaw are to preserve and protect groundwater; to maintain and enhance the public safety, environment, health, and general welfare by establishing minimum requirements; and to establish procedures to control the adverse effects of building basement floors nearer than two (2) feet from the Estimated Seasonal High Groundwater Table (ESHGWT), including basement flooding, pumping and discharge of groundwater to neighboring properties, discharging groundwater to the public way, and illicit connections to the Town's sewer and stormwater connections. 4.5.2 DEFINITIONS. Estimated Seasonal High Groundwater Table (ESHGWT): The estimated highest level to a zone of saturation in the soil in most years under normal wet season, as determined by a qualified soil scientist or licensed soil evaluator. 4.5.3 APPLICABILITY. The requirement of this Section 4.5 shall apply to: 1. Anew dwelling; or 2. Additions to an existing dwelling that increases a building footprint by more than 1,000 square feet. 4.5.4 CONDITIONS AND REQUIREMENTS. The vertical distance between the finished basement floor of any dwelling house shall not be less than two (2) feet above the ESHGWT. Said distance shall be determined by a qualified soil scientist or Licensed Soil Evaluator; provided that, the vertical distance may be less than two (2) feet above the ESHGWT if all of the following conditions are met: 1. Detailed engineering plans, certified by a Registered Professional Engineer showing a foundation and perimeter drain management system and roof stormwater management system(s) that will mitigate and control groundwater discharge and stormwater runoff, are provided; 2. The provided foundation and perimeter drain discharge management system and roof stormwater management system plans have been reviewed by the Building, Conservation, Health and Engineering Departments and comments adequately addressed; 3. Roof drains and downspouts connect to a stormwater management system designed by a Registered Professional Engineer. 4. The applicant has agreed to pay the fee for consulting services to perform engineering review pursuant to the provisions of MGL Chapter 44, Section 53G 1 4.5.5 RELATIONSHIP TO OTHER LAWS. Nothing in this by-law shall be construed to restrict, amend, repeal, or otherwise limit the application or enforcement of any other law or regulation. (draft 1/27/19) 2 Ql) N � O N � c5l M 1713 Q w, I 1 ; w. 1/PID d ffl)J2✓Y(s�,v Gl�,,jlf 41 a /?, r �iVIN1!NNNI � h f r�y ," 0/ �n va m r) // IIIVI(VII4/IIIWII��,^ 7» dWrf«rWrFf/ G//// f�� ........................... 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R�rr,;"dr,� m/ r'ig, �r✓,'��,� Jr� YJ�m c(/y�%liJi�y�">��i�.. � I � ji mk'� , v i AN II fli% x, ;``rl' r r It R � '�% f�/�/�,�;M'W`Ilf//r� • 1 � � 1 / 1 1 • • 1 1 / 1 1 1 1 1 ,` j 17�1 dull O y� I ui uu ARIA/ �) , III� �o. � �, r �iJr�»�s�,;,"�`yIJJ'li�;%i--➢ l�/ f ? i ro�t ii r%/ f I fI^ 1Vi f r, ill p %l ffff »y' • D ( u • 1 � � • • 1 � � 1 � 1 � 1 1 N- r x �� u � IIIIIIIIIII�"' RE n� �g�v ■ O N O N 0 Q O N r` O 1 O w N O ARTICLE 37 AMEND ZONING BYLAW-SITE PLAN REVIEW MOTION: To amend the Zoning Bylaw, Chapter 135 of the Code of the Town of Lexington as follows, where r �- text is to be removed and underlined text is to be added: A. Replace § 135-9.5.2 with the following: . . . . . . . pQ and ilea . . . . . . 1 . . . . . r-e s tia JIL t,i ra-1 C - - ease of 5540(.) SIF 0YA Of tl%oplffial ffiAlLas girOksys 110.0tv ffirea o imast 2. . 9.5.2 Applicability 1. This section applies to activities and uses for which site plan review is required elsewhere in this b law. 2. Changes to activities and uses otherwise requiring site plan review may proceed without it if all the following conditions are met over a three-year a. Any new or expanded buildings result in an increase in total gross floor area of less than 500 SF or 10% of the existing total gross floor area, whichever is greater. b. Any new or expanded structures result in an increase in total site coverage of less than 500 SF or 10% of the existing total site coverage, whichever is greater. c. Any new or expanded parking areas result in more than 10 additional parking spaces. d. Any new or expanded Large-scale Solar Energy System or Solar Energy System Canopies result in an increase in total area of less than 500 SF or 10% of the existing coverage, whichever is greater. 3. The use of land or structures for educational purposes by the Lexington Public Schools on land owned or leased by the Town of Lexington or Lexington Public Schools shall not be subject to site plan review. B. Amend § 13 5-9.5.4.3 as follows: 3. A public meeting shall be required for all major site plans. ' advortUad in thip Java] !a The notice A r�+iA%,%Vnn 31V T XXXyill h"%11ip 67%11 AR IL seat to landowners within 300 feet of the affected lot and ive any further notice required by the Planning Board. C. Delete § 135-9.5.6.6. oxintsta" R] an ire (draft 1/3 0/2020) 1 ARTICLE 38 AMEND ZONING BYLAW-FINANCIAL SERVICES MOTION: To amend the Zoning Bylaw, Chapter 135 of the Code of the Town of Lexington as follows, where text is to be removed and underlined text is to be added: A. Amend § 13 5-3.1.6 so that it reads: 3.1.6 Services in C.-' "i r'n*Center Storefronts. 1. Purpose. Lexington Center is a place in which shops, workplaces, schools, historic attractions, housing, open space, and civic facilities intimately co-exist to create an active retail and cultural destination with an identifiable sense of place. It is in the public interest that the Town protect and enhance the vibrancy of the Central Business District by creating a supportive environment for a diverse group of uses throughout the Center,and regulating the use of the limited first floor storefront area and frontage of the Central Business District is necessary to achieve this goal 2. Special Permit Review Criteria. In addition to the criteria detailed in § 135-9.4.2, as a precondition to allowing the establishment, relocation, or expansion of a financial or real estate service use (Line H.1.05 and Line H.1.04 respectively in the Table of Uses) in a center storefront *'h^ nist:.r n*, the SPGA must also find that the applicant has satisfied the specific criteria listed below: a. The granting of the special permit will advance the goals expressed in § 3.1.6.1 above; b. The proposed use in the proposed location is in the public interest; c. The proposed use will not create an undue concentration of these uses in the immediate area; d. The proposed use will maintain hours and days of operation and an active storefront consistent with other retail uses in the Central Business District; e. The proposed length of the storefront will not exceed the average length of other center storefronts "' *''e B»c•iroocr 11kirin*- f. The proposed first floor square footage will not exceed the average size of other center storefronts 1R +'h%% C%-I%^w.:x+ra' B 1",4z and g. As part of providing a visually engaging storefront, the interior area of the property adjacent to the storefront must be a space dedicated for patrons and shall not be used for office, cubicle, conference, or storage areas. h. 3. The SPGA may waive strict compliance with criteria 2e and 2f above, where such action is in the public interest and consistent with the intent and purpose of this bylaw. B. Amend row H.1.05 of Table 1, Permitted Uses and Development Standards, so that it reads: GC RO RS RT CN CRS CS CB CLO CRO CM CSX B�XE- X H.1.05 �r� i � N N N N N Y N SP Y Y Y N Financial Y SP y* SP services *S P in center C. Delete rows H.1.06 and H.1.07 of Table 1, Permitted Uses and Development Standards. 1 GC RO RS RT CN CRS CS CB CLO CRO CM CSX u 1T N N -SP N N N Y Y_ N . n„tAm pt;o N N N N SP Y Y N Y Y Y Y . r D. Add a new row H.2.03 to Table 1, Permitted Uses and Development Standards, as follows: GC RO RS RT CN CRS CS CB CLO CRO CM CSX H.2.03 Services N N N N N SP SP N N Y Y SP delivered to A. B. E. In § 13 5-10.1, add a definition of FINANCIAL SERVICES: FINANCIAL SERVICES A bank, credit union, or any branch thereof, including electronic branches such as automatic teller machines and cash dispensers. and further that non-substantive changes to the numbering of this bylaw be permitted in order that it be in compliance with the numbering format of the Code of the Town of Lexington. 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Amend § 135-3.2.2 so that it reads: 3.2.2 Limit on Size of Accessory Uses. An accessory use may not occupy more than 25%of the area of a lot or more than 25% of the gross floor area on a lot. This limitation does not apply to off-street parking, solar energsystems'. or to accessory apartments. B. Add a new § 13 5-4.3.1.3 as follows: 3. A solar energy system may be located over any paved parking lot. C. Amend § 13 5-4.3.2 so that it reads: 4.3.2 Structures on a Building. Structures erected on a building and not used for human occupancy may exceed the maximum height of a building in feet provided no part of the structure is more than 20 feet higher than the upper elevation of the building and the total horizontal coverage of such structures other than solar energy systems on the building does not exceed 25%. D. In § 13 5-10.1, amend the definition of SITE COVERAGE so that it reads: The sum of all parts of a lot that are covered by a principal or accessory building or other structure, other than a solar energsystem, such parts of the lot to be delineated by the intersection of the ground with the vertical plane of the outermost walls or projections of a building or structure whether in contact with the ground or projecting over it. E. In § 13 5-10.1, amend the definition of STRUCTURE so that it reads: Anything constructed or erected, the use of which requires a fixed location on the ground, or attachment to something located on the ground, including buildings, mobile homes, billboards, tanks, solar energy systems, or the like, or the parts thereof, and swimming pools, but not including paved surfaces such as a driveway, a walk or a patio. F. In § 135-10.1, amend the definition of YARD so that it reads: An open space on a lot unoccupied by a building or structure or such parts thereof as covered or uncovered porches, steps, cornices, eaves and other projections; provided however that fences, gates or security stations, yard accessories, ornaments and furniture, solar energys. stems, and customary summer awnings are permitted in any yard but shall be subject to height limitations. Yard depth shall be measured from the street or lot line, and not from the middle of any public or private way whether owned pursuant to the derelict fee statute or otherwise, to the nearest point on a building in a line perpendicular or normal to such lot or street line. The minimum required yard shall be a strip of land of uniform depth required by this bylaw measured from the lot or street line and adjacent thereto. G. In § 135-10.1, add definitions as follows: SOLAR ENERGY SYSTEM 1 A device or structural design feature, a substantial purpose of which is to provide for the collection, storage, and distribution of solar energy for space heating or cooling, electrical generation, or water heating. SOLAR ENERGY SYSTEM, LARGE SCALE A Solar Energy System that is not a Solar Energy System Canopy, Building-mounted Solar Energy System, or Residential Ground-mounted mounted Solar Energy System. SOLAR ENERGY SYSTEM CANOPY A Solar Energy System structure that is built to cover a parking lot or other open-air use. SOLAR ENERGY SYSTEM, BUILDING-MOUNTED A Solar Energy System that is designed to be securely mounted on a roof of a building. SOLAR ENERGY SYSTEM, RESIDENTIAL GROUND-MOUNTED A ground-mounted Solar Energy System on a residential lot with a capacity of less than or equal to twenty-five kilowatts (25 kW) of electricity, or equivalent, per dwelling unit. H. In Table 1, Permitted Uses and Development Standards, replace row 0.1.10 with four new rows, so that they read: GC RO RS RT CN CRS CS CB CLO CRO CM CSX Y N N N N N N N N R R N 0.1.10 Solar Energy System, Y SP SP SP SP SP SP SP SP R R SP Large-scale 0.1.11 Solar Energy System Y SP SP SP R R R R R R R R Canopy 0.1.12 Solar Energy System, Y Y Y Y Y Y Y Y Y Y Y Y Residential Ground- mounted 0.1.13 Solar Energy System, Y Y Y Y Y Y Y Y Y Y Y Y Buildin,a-mounted I. Add anew § 13 5-6.10 as follows: 6.10 SOLAR ENERGY SYSTEMS. 1. Purpose and Intent. As a Greener Community,Lexington promotes the installation and use of Solar Energy Systems within the community. The purpose of this section is to establish standards for permitting,placement,design, construction, operation,monitoring,modification and removal of such installations;while protecting public safety; protecting against undesirable impacts on residential property and neighborhoods; protecting scenic, natural and historic resources; and protecting or providing for wildlife corridors. Lexington intends to promote the creation of Solar Energy Systems in accordance with M.G.L. c.40A, §3 and the Green Communities Act, M.G.L. c.25A, §10, so that Solar Energy System installations do not diminish abutting property values, while meeting sustainability initiatives for a sustainable Lexington. 2. Applicability. 2 I. The construction and operation of all proposed Solar Energy Systems shall be consistent with all applicable local, state and federal requirements, including but not limited to all applicable safety, construction, electrical, communications and aviation requirements. 2. All buildings and structures forming part of a Solar Energy System shall be constructed in accordance with the State Building Code and approved by the Building Commissioner. 3. Design Standards. 1. The Planning Board may adopt regulations providing for design standards for Residential Ground-Mounted Solar Energy Systems, Large-scale Solar Energy Systems, and Solar Energy System Canopies. 2. The Planning Board may adopt regulations providing for the maintenance and eventual removal of Large-scale Solar Energy Systems and securing the performance thereof. and further that non-substantive changes to the numbering of this bylaw be permitted in order that it be in compliance with the numbering format of the Code of the Town of Lexington. New Section to be added to the Planninu Board Zoninu Regulations to support the Annual Town Meeting Article on Solar Enemy Systems Section 176-11.0 Solar Energy System Regulations 11.1 Solar Energy System Design Requirements Residential Ground-Mounted Solar Energy Systems, Large-scale Ground-mounted Solar Energy Systems, and Solar Energy System Canopies shall comply with the following design requirements. 1. The design, location, and screening shall minimize the impacts on surrounding properties, maintain safe accessibility, and limit storm water runoff. 2. The inclusion of on-equipment safety and security features shall be favored over fencing and other visible, perimeter safety and security measures. 3. The visual impact of any ground-mounted structure including all accessory structures and appurtenances shall be mitigated. All accessory structures and appurtenances shall be architecturally compatible with each other. Structures shall be shielded from view and/or joined and clustered to avoid adverse visual impacts as deemed necessary by and in the sole opinion of the reviewing authority. Methods such as the use of landscaping, natural features, and opaque fencing shall be utilized. 4. All utility connections from a ground mounted Solar Energy System shall be underground unless specifically permitted otherwise by the applicable permit granting authority. Electrical transformers, inverters, switchgear and metering equipment to enable utility interconnections may be above ground if required by the utility provider. 5. Land clearing, soil erosion and habitat clearing of natural vegetation and trees shall be limited to that which is necessary for the construction, operation, and maintenance of the ground-mounted Solar Energy System or otherwise prescribed by applicable laws, regulations, and by-laws. 11.2 Requirements for a Large-scale Solar Energy System 3 1. Utility Notification - No Large-scale Solar Energy System shall be constructed until evidence has been given to the Planning Board that the utility company that operates the electrical grid where the installation is to be located has been informed of the owner or operator's intent to install an interconnected customer-owned generator. Proof of a fully executed mutual agreement with the utility company shall be provided to the Planning Board. Off-grid systems shall be exempt from this requirement. If the Large-scale Solar Energy System goes on grid,it shall be required to immediately comply with this requirement, and proof of such compliance shall be provided to the Building Commissioner within seven (7) days. 2. Maintenance -The Large-scale Solar Energy System owner or operator shall maintain the facility in good condition. Maintenance shall include, but not be limited to, painting, structural repairs, and integrity of security measures. Site access shall be maintained to a level acceptable to the Fire Chief, Police Chief, the Town Engineer, Building Commissioner, and Planning Board. The owner or operator shall be responsible for the cost of maintaining the solar photovoltaic installation and any access road(s), unless said access road(s) is/are accepted as a public way(s). 3. Emergency Services - The Large-scale Solar Energy System owner and/or operator shall provide a copy of the project summary, electrical schematic, and the approved site plan to the Fire Chief. The owner or operator shall provide an emergency response plan to the Building Department, the Planning Department, Fire Department, Police Department, and the Department of Public Works (DPW). The emergency response plan is subject to the review and approval of the Building Department, the Planning Department, Fire Department, Police Department, and the Department of Public Works (DPW), and shall include at a minimum, explicit instructions on all means of shutting down the Large-scale Solar Energy System, which shall be clearly marked. The owner or operator shall identify a responsible person for public inquiries throughout the life of the installation and immediately notify the aforementioned parties of any change to the responsible person and/or his/her contact information. 4. Safety and Security- Safety and measures of security shall be subject to the approval of the Building Department, the Planning Department, Fire Department, Police Department and Department of Public Works. The owner or operator shall be required to provide emergency services with training on all equipment and procedures referenced in the emergency response plan or which might otherwise be necessary for emergency services to operate or perform. The owner or operator shall be required to provide a Knox Box (a secure,tamper-proof storage box for keys or other access tools)at each locked entrance to the facility and maintain a complete set of all keys or devices required to gain emergency access to all areas, buildings and equipment of the facility in each Knox Box. 11.3 Closure Plans for a Large-scale Solar Energy System 1. Absent notice of a proposed date of decommissioning or written notice of extenuating circumstances, the Large-scale Solar Energy System shall be considered abandoned when it fails to operate for more than one (1) year without having obtained the Planning Board's written consent to so suspend operation. If the owner or operator of the Large-scale Solar Energy System fails to remove the installation in accordance with the requirements of this section within one-hundred and fifty (150) days of abandonment or the proposed date of decommissioning the Town may enter the property and physically remove the installation. 2. All appurtenant structures to Large-scale Solar Energy System shall be subject to Zoning Bylaw dimensional and density regulations, concerning the bulk and height of structures, lot area, setbacks, 4 open space, parking and building coverage requirements. All such appurtenant structures, including but not limited to, equipment shelters, storage facilities, transformers, and substations, shall be architecturally compatible with each other. Whenever reasonable, structures should be shaded from view by vegetation or other means and/or joined or clustered to avoid adverse visual impacts. 3. Any Large-scale Solar Energy System, which has reached the end of its useful life or has been abandoned, shall be removed. The owner or operator shall physically remove the installation no more than one-hundred and fifty (150) days after the date of abandonment or the proposed date of decommissioning. The owner or operator shall notify the Building Commissioner by certified mail of the proposed date of discontinued operations and plans for removal. 4. Decommissioning shall consist of: i. Physical removal of all Large-scale Solar Energy System, structures, equipment, security barriers and transmission lines from the site. ii. Disposal of all solid and hazardous waste in accordance with local, state, and federal waste disposal regulations. iii. Stabilization or re-vegetation of the site as necessary to minimize erosion. The Building Commissioner may allow the owner or operator to leave landscaping or designated below- grade foundations in order to minimize erosion and disruption to vegetation. 11.4 Large-scale Solar Energy System Financial Security The owner or operator of a Large-scale Solar Energy System shall provide a non-cancellable surety bond or other form of surety approved by the Planning Board to cover the cost of removal in the event the Town must remove the installation and remediate the landscape. The amount and form of the surety bond or other form of surety shall be determined by the Planning Board, but in no event shall exceed more than one- hundred and twenty-five (125) percent of the cost of removal and compliance with the additional requirements set forth herein, as determined by the Planning Board. The applicant shall submit a fully inclusive estimate of the costs associated with removal, prepared by a qualified professional engineer, licensed in the Commonwealth of Massachusetts. The amount shall include a mechanism for calculating increased removal costs due to inflation. Before the issuance of any building permits for the Large-scale Solar Energy System, such construction and installation shall be secured in accordance with this By-law and/or any regulations adopted pursuant to this By-law for this purpose. 5 ANDERSON KR, E, IGER To: Jim Malloy, Town Manager TOWN OF LEXINGTON From: Mina S. Makarious and Samuel Dinning ANDERS ON & KREIGER LLP Re: Annual Town Meeting Article 8: Short Term Rental Impact Fee Date: February 5, 2020 Article 8 on the 2020 Annual Town Meeting Warrant states: "To see if the Town will vote to accept Massachusetts General Laws Chapter 64G, Sections 3A & 3D, Local Option Community Impact Fee of 3% on short term rental properties; or act in any other manner in relation thereto." In order to accept the entirety of sections 3A and 3D, the Town must approve three motions sequentially: 1. The Town may vote to accept G.L. c. 64G, § 3A on its own. Section 3A allows the Town to impose an excise tax of up to 6% on short-term rentals and other lodging, regardless of whether the lodging is owned by a professional management company or an individual homeowner. Excise taxes are collected by the Department of Revenue ("DOR") and distributed quarterly to the Town. The excise tax revenues would be placed in the Town's General Fund, subject to further appropriation by Town Meeting. 2. If Town Meeting accepts G.L. c. 64G, § 3A, it may go on to accept G.L. c. 64G, § 31)(a). Section 31)(a) would impose a community impact fee of up to 3% for each short- term rental transaction of a professionally managed unit. DOR collects and distributes this fee as well. At least 35% of the fees collected under this section must be dedicated to affordable housing or local infrastructure projects. The remaining 65% may be used for any other lawful purpose for which the Town uses General Fund revenues. 3. If Town Meeting accepts G.L. c. 64G, § 3A and 31)(a), it may go on to accept G.L. c. 64G, § 31)(b). Section 31)(b)permits the Town to impose the same impact fee it imposes under 31)(a) on short-term rental transactions involving a unit in a two-family or three- family owner-occupied dwelling. These votes are separate from the proposed zoning bylaw amendment regarding short-term rentals under Article 36. In fact, the proposed zoning amendment would permit short-term rentals in owner-occupied dwellings only. Thus, a community impact fee under § 3D would apply only to rentals in two- or three-family owner-occupied dwellings. We recommend taking up Article 8 and Article 36 on the same night of Town Meeting to help Town Meeting members understand the connection between the fees and the regulation of Short Term Rentals. ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, st AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Update - ATM 2020 Warrant Article 30 - Land Exchange PRESENTER:TER• ITEM S NUMBER: Pat Nelson,Attorney I.3 SUMMARY: Attorney Pat Nelson will be at the meeting to present Citizen Article-the exchange of a portion of the lot located at 344 Lowell Street with a portion of the Town's Adjoining Land. Attached please find the original petition which includes the petitioner's original proposed land swap and the revised land swap which is included in the presentation. The Town Manager has reviewed these with the Recreation Department, Public Wo rks D ep artment and S c ho 01 D ep artment. T he R ec reatio n D ep artment and P ub lic Wo rks D ep artment voiced c o nc ern over the original proposal, but indicated the revised proposal is much more acceptable. The School Department did not indicate a position on the original proposal, on the revised proposal the Superintendent indicated that it could provide an opportunity in the future to improve access, one school committee member indicated c o nc ern over any benefit to the Town. The Superintendent has been asked to provide a po s ition from the S chool Department which will b e provided one e rec eived. SUGGESTED MOTION: FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 2/10/2020 8:OOpm ATTACHMENTS: Description Type D Draft rrution.30 land exch.an.ge citizm Cbver Vlleryu TOWN OF L XI TOE VZ E I V EPn D for Insertinp,An Article in the Town Meeting Warrant)( etitio �40 ?`V19 DEC 19 pM fl undersigned registered voters of the Town Of Lexington do hereby petition the Board of Selectmen to insert the following article in the warrant for the 4�6 0�V rid s E ert Date)Annual Town Meeting. LEXINGTONt ARTICLE (Insert the exact wording in the space below.) To see if the Town will vote to approve the exchange of a portion of the lot located at 344 Lowell Street with a portion of the Town's adjoining land, see plan on file with the Town clerk,for the purpose of allowing the use of an existing structure that currently encroaches in part on Town property, or act in any other manner in relation thereto. Name(Signature) Address Precinct A-9i)V4 J A-L IF 1,5 6, t*a w1A Sr,'s a Le�c 29t 0 27-7'250 S�r- 2 owl% 3 �Y Amoolow 0 -O-L 4 A1111 20- 1W, 00101 5 Z-A 11 6 'NOikNidH000" 7 4Q1-100 I'T ILA < A R)M 41 at 0 tf%. 1<A A0 QN O�A 9 ........ 10 N,M I r) NA 11 -M C,re en Tote\ --0LLiz-10 e�-,Ooo 61ovve-c 12 a e-J 110F, 0� 01ox A A-4A Al Y7/ 13 A/ 4 14 1 A4 Ai&rt 1� tA We certify that I ooj sip'awres checked are names of qualified voters from the Town 6fdexington. BOARD OF REGISTRARS JUI-18 a E *7 C4 OEC 19 PM 12* 13 't,o ,,�► W ... >-CC W LU Z Z 0, 4o 00 WQ ca1 - H _ItnNow a a. r � !^ �r aw�rwMrw��r Y n CA JIM I IL ✓�s � �'" .fir k.- b ✓" r r ✓ y. rvuy�.y. '� f�J��P.y�r� �,nv"'J✓try dp+'� � II �. '� _" li a ID Zj Zi ell 41 Nf r I hM+» �r -,� & x r9� �� ���'�i✓r,,Y a few'�'�'� ' w��, �, �,`,, M I k. ���yyy r n rs,M"✓!;r !!! y� r r M +� ti { 1, N... uj In z w uj w 1Y�� 0 Patriclia S. Nelson Attorney At Law 1.9 Muzzley Street,Suite 207 0 Lexington, Massachusetts 02424 Telephone: 781-1863-86,88 FaX.-I 781-863-2201 E-Mail: psnelsonkmasslaw.us, February' 41, 2,020, Memorandum T . Members ofthe Select Board of Lexington Re: Citizens Petition, 'Article 30 4 Mohammed Jaleeb is the Manager,of the Lexington Peace Center LLC and owner of property located at 344 Lowell Street, Lexington,, currently leased to the Muslim,American Community Center of Lexington, Massachusetts (MACC LM)., MACCLM is a religious association organized under Massachusetts .eral Laws, Chapter 180., It *is t1ne intent of MACCLM to develop 344 Lowell. Street for use for religious,P urp"Oses., As the first step in this process, Mohammed Jaleel filed a Citizen's Petition for the purpose of addressing the encroachment of one of the: structures, on adjoining Town Land. See Existing Conditions Plan. The Petition seeks Town approval. to exchange land sufficient to cure the encroachment with enough additional land to create a buffer,, room for emergency egress and room to maintain the exterior of the structure. In exchange,the owner of the land is,willing to transfer an equivalent amount of land to the'Town. See Site Plan Option C showing the proposed exchange., Petitioners seek the approval of the Select Board for Article 30. Submitted By Lexi'ngton Peace Center LLB and theMuslimAmerican, Community Center of Lexington, Massachusetts Yhi A', mey C� Plirein S. so'n 0 jig Ld F, LOL Bid z 5 z (n CL Oz WHO Az 2'L6 lot .0t WO WU JAI I IL INA -f 64YA eFMC z \As 3 ILI BIT DRPA�fty LA C CL,L, ;e .10 9 —7 Id Ch im Ile 10 5 UJ n, LU Im aw J19 �j CL N� It 41 0 51 1 z : r; K� LE j :.:.... mot CL o CL ' 4 F �.aiPth',yCrf�r..F k LU otu X ` IOL .. 'F.:' �:�.. .. .. .. ..... S n1 1 1 .. CL uu s ilu it Ly r / n :•- x :# r 4 LU EE .........:... :. LU 7 C'3 z 0(a '# CL CL LE�l =� ry�uu ARTICLE 30 LAND EXCHANGE (Citizen Article) MOTION: That the Town authorizes the Select Board to transfer to Lexington Peace Center LLC, a Massachusetts limited liability company, certain real property with improvements thereon shown as "Land To Be Conveyed by Town" on Plan Entitled" ' prepared by dated containing approximately square feet, being a portion of property described in a taking by the Town of Lexington dated January 16, 1961 recorded in Middlesex South Registry of Deeds, Book 9746 Page 499, in exchange for transfer by the Lexington Peace Center LLC to the Town of Lexington certain real property shown as "Land To Be Conveyed to Town" on Plan Entitled prepared by dated containing approximately square feet, being a portion of property conveyed to the Lexington Peace Center LLC by deed date July 3, 2019 recorded with the Middlesex South Registry of Deeds in Book 72969, Page 456. (DATE) 1 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Approve Submission of Statement of Interest for Bridge Elementary School Roof Replacement PRESENTER:TER• ITEM S NUMBER: Mike Cronin, Director of Facilities I.4 SUMMARY: The Bridge School roof rep lac ement is scheduled to be done in F Y21 on the Capital Plan and the S c ho o l Committee has agreed to submit a Statement of Interest(SOI)to the MSBA for funding a portion of the project. Attached please find a draft of the S O I (please note this is a draft that is expected to be completed by 2/14). SUGGESTED MOTION: Move that the Select Board of the Town of Lexington, in accordance with its charter, by-laws, and ordinances, has voted to authorize the Superintendent to submit to the Massachusetts School Building Authority the Statement of Interest Form dated February 14, 2020 for the Bridge Elementary School located at 55 Middleby Rd. which describes and explains the following deficiencies and the priority category(s) for which an application may be submitted to the Massachusetts School Building Authority in the future rep lac ement, renovation or modernization of school facility systems, such as roofs, windows, boilers, heating and ventilation systems, to increase energy conservation and decrease energy related costs in a school facility. The Bridge Elementary School located at 55 Middleby Rd. is in need of replacing its 68,000 sq. ft. roof as it has exceeded it useful life cycle. The manufacturer of this modified bituminous roof is F ire s to ne and the roof warranty expired in September of 2019; and hereby further specific ally acknowledges that by submitting this Statement of Interest Form, the Massachusetts School Building Authority in no way guarantees the acceptance or the approval of an application, the awarding of a grant or any other funding commitment from the Massachusetts School Building Authority, or commits the City/Town/Regional School District to filing an application for funding with the Massachusetts School Building Authority. FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 2/10/2020 8:20pm ATTACHMENTS: Description Type F) St,,Itement of Interest (Awer,mllery-lo F) Sch.()(fl Viyte (Awer Merno Name of School -----SAMPLE SCHOOL[DRAFT]----- Massachusetts School BuildingAuthority Next Steps to Finalize Submission of your FY 2020 Statement of Interest Thank you for submitting your FY 2020 Statement of Interest(SOI)to the MSBA electronically. Please note,the District's submission is not yet complete. The District is required to mail all required supporting documentation,which is described below. VOTES: Each SOI must be submitted with the proper vote documentation. This means that(1)the required governing bodies have voted to submit each SOI, (2)the specific vote language required by the MSBA has been used, and(3)the District has submitted a record of the vote in the format required by the MSBA. • School Committee Vote: Submittal of all SOIs must be approved by a vote of the School Committee. o For documentation of the vote of the School Committee, Minutes of the School Committee meeting at which the vote was taken must be submitted with the original signature of the Committee Chairperson. The Minutes must contain the actual text of the vote taken which should be substantially the same as the MSBA's SOI vote language. • Municipal Body Vote: SOIs that are submitted by cities and towns must be approved by a vote of the appropriate municipal body(e.g., City Council/Aldermen/Board of Selectmen) in addition to a vote of the School Committee. o Regional School Districts do not need to submit a vote of the municipal body. o For the vote of the municipal governing body, a copy of the text of the vote, which shall be substantially the same as the MSBA's SOI vote language, must be submitted with a certification of the City/Town Clerk that the vote was taken and duly recorded, and the date of the vote must be provided. ADDITIONAL DOCUMENTATION FOR SOI PRIORITIES #1 AND #3: If a District selects Priority#1 and/or Priority#3, the District is required to submit additional documentation with its SOI. • If a District selects Priority#1, Replacement or renovation of a building which is structurally unsound or otherwise in a condition seriously jeopardizing the health and safety of the school children, where no alternative exists, the MSBA requires a hard copy of the engineering or other report detailing the nature and severity of the problem and a written professional opinion of how imminent the system failure is likely to manifest itself. The District also must submit photographs of the problematic building area or system to the MSBA. • If a District selects Priority#3, Prevention of a loss of accreditation,the SOI will not be considered complete unless and until a summary of the accreditation report focused on the deficiency as stated in this SOI is provided. ADDITIONAL INFORMATION: In addition to the information required above, the District may also provide any reports,pictures, or other information they feel will give the MSBA a better understanding of the issues identified at a facility. If you have any questions about the SOI process please contact the MSBA at 617-720-4466 or gmassschoolbuildings.o g. Massachusetts School Building Authority 1 Statement of Interest Name of School -----SAMPLE SCHOOL[DRAFT]----- Massachusetts School BuildingAuthority School District Lexington District Contact Julie L Hackett TEL: ) 861-2580 Name of School Bridge Submission Date 2/3/2020 SOI CERTIFICATION To be eligible to submit a Statement of Interest(SOI), a district must certify the following: ✓O The district hereby acknowledges and agrees that this SOI is NOT an application for funding and that submission of this SOI in no way commits the MSBA to accept an application, approve an application,provide a grant or any other type of funding, or places any other obligation on the MSBA. ✓O The district hereby acknowledges that no district shall have any entitlement to funds from the MSBA, pursuant to M.G.L. c. 70B or the provisions of 963 CMR 2.00. ✓O The district hereby acknowledges that the provisions of 963 CMR 2.00 shall apply to the district and all projects for which the district is seeking and/or receiving funds for any portion of a municipally-owned or regionally-owned school facility from the MSBA pursuant to M.G.L. c. 70B. 2 The district hereby acknowledges that this SOI is for one existing municipally-owned or regionally-owned public school facility in the district that is currently used or will be used to educate public PreK-12 students and that the facility for which the SOI is being submitted does not serve a solely early childhood or Pre-K student population. ✓O After the district completes and submits this SOI electronically, the district must mail hard copies of the required documentation described under the "Vote" tab, on or before the deadline. ✓O The district will schedule and hold a meeting at which the School Committee will vote,using the specific language contained in the "Vote"tab, to authorize the submission of this SOI. This is required for cities, towns, and regional school districts. 2 Prior to the submission of the SOI, the district will schedule and hold a meeting at which the City Council/Board of Aldermen or Board of Selectmen/equivalent governing body will vote,using the specific language contained in the "Vote"tab,to authorize the submission of this SOI. This is not required for regional school districts. ✓O On or before the SOI deadline,the district will submit the minutes of the meeting at which the School Committee votes to authorize the Superintendent to submit this SOI. The District will use the MSBA's vote template and the vote will specifically reference the school and the priorities for which the SOI is being submitted. The minutes will be signed by the School Committee Chair. This is required for cities, towns, and regional school districts. 2 The district has arranged with the City/Town Clerk to certify the vote of the City Council/Board of Aldermen or Board of Selectmen/equivalent governing body to authorize the Superintendent to submit this SOI. The district will use the MSBA's vote template and submit the full text of this vote, which will specifically reference the school and the priorities for which the SOI is being submitted, to the MSBA on or before the SOI deadline. This is not required for regional school districts. ✓O The district hereby acknowledges that this SOI submission will not be complete until the MSBA has received all of the required vote documentation in a format acceptable to the MSBA. If Priority#1 is selected,your SOI will not be considered complete unless and until you provide the required engineering (or other)report, a professional opinion regarding the problem, and photographs of the problematic area or system. If Priority#3 is selected,your SOI will not be considered complete unless and until you provide a summary of the accreditation report focused on the Massachusetts School Building Authority 2 Statement of Interest Name of School -----SAMPLE SCHOOL[DRAFT]----- deficiency as stated in this SOI. Massachusetts School Building Authority 3 Statement of Interest Name of School -----SAMPLE SCHOOL[DRAFT]----- LOCAL CHIEF EXECUTIVE OFFICER/DISTRICT SUPERINTENDENT/SCHOOL COMMITTEE CHAIR (E.g., Mayor, Town Manager, Board of Selectmen) Chief Executive Officer School Committee Chair Superintendent of Schools (signature) (signature) (signature) Date Date Date * Local chief executive officer: In a city or town with a manager form of government, the manager of the municipality; in other cities, the mayor; and in other towns, the board of selectmen unless, in a city or town, some other municipal office is designated to the chief executive office under the provisions of a local charter. Please note, in districts where the Superintendent is also the Local Chief Executive Officer, it is required for the same person to sign the Statement of Interest Certifications twice. Massachusetts School Building Authority 4 Statement of Interest Name of School -----SAMPLE SCHOOL[DRAFT]----- Massachusetts School BuildingAuthority School District Lexington District Contact Julie L Hackett TEL:(781) 861-2580 Name of School Bridge Submission Date 2/3/2020 Note The following Priorities have been included in the Statement of Interest: 1. O Replacement or renovation of a building which is structurally unsound or otherwise in a condition seriously jeopardizing the health and safety of school children,where no alternative exists. 2. 0 Elimination of existing severe overcrowding. 3. O Prevention of the loss of accreditation. 4. O Prevention of severe overcrowding expected to result from increased enrollments. 5. O✓ Replacement,renovation or modernization of school facility systems, such as roofs,windows,boilers,heating and ventilation systems,to increase energy conservation and decrease energy related costs in a school facility. 6. 0 Short term enrollment growth. 7. O Replacement of or addition to obsolete buildings in order to provide for a full range of programs consistent with state and approved local requirements. 8. O Transition from court-ordered and approved racial balance school districts to walk-to, so-called, or other school districts. SOI Vote Requirement O✓ I acknowledge that I have reviewed the MSBA's vote requirements for submitting an SOI which are set forth in the Vote Tab of this SOI. I understand that the MSBA requires votes from specific parties/governing bodies, in a specific format using the language provided by the MSBA. Further, I understand that the MSBA requires certified and signed vote documentation to be submitted with the SOI. I acknowledge that my SOI will not be considered complete and, therefore, will not be reviewed by the MSBA unless the required accompanying vote documentation is submitted to the satisfaction of the MSBA. SOI Program: Accelerated Repair Potential Project Scope: Accelerated Repair Roof Is this SOI the District Priority SOI? Yes School name of the District Priority SOI: Bridge Is this part of a larger facilities plan? Yes If"YES", please provide the following: Facilities Plan Date: March 2020 Planning Firm: DiNisco Design architects and planners Massachusetts School Building Authority 5 Statement of Interest Name of School -----SAMPLE SCHOOL[DRAFT]----- Please provide a brief summary of the plan including its goals and how the school facility that is the subject of this SOI fits into that plan: Dr. H. /Mike Please provide the current student to teacher ratios at the school facility that is the subject of this SOI: XX students per teacher Please provide the originally planned student to teacher ratios at the school facility that is the subject of this SOI: XX students per teacher Does the District have a Master Educational Plan that includes facility goals for this building and all school buildings in District? Yes If"YES", please provide the author and date of the District's Master Educational Plan. The work was performed by the Master Planning Committee headed by the Superintendent , Dr. Julie Hackett. Is there overcrowding at the school facility? No If"YES", please describe in detail,including specific examples of the overcrowding. Has the district had any recent teacher layoffs or reductions? No If"YES", how many teaching positions were affected? 0 At which schools in the district? Please describe the types of teacher positions that were eliminated(e.g., art, math, science, physical education, etc.). Has the district had any recent staff layoffs or reductions? No If"YES", how many staff positions were affected? 0 At which schools in the district? Please describe the types of staff positions that were eliminated (e.g., guidance, administrative, maintenance, etc.). Please provide a description of the program modifications as a consequence of these teacher and/or staff reductions, including the impact on district class sizes and curriculum. Please provide a description of the local budget approval process for a potential capital project with the MSBA. Include schedule information (i.e. Town Meeting dates, city council/town council meetings dates, & regional school committee meeting dates).Provide,if applicable,the District's most recent budget approval process that resulted in a budget reduction and the impact of the reduction to the school district(staff reductions, discontinued programs, consolidation of facilities). In September of each year, The Lexington School Committee votes budget guidelines that is used by the superintendent of Schools to prepare the budget for the next fiscal year. Based on the guideline, the Superintendent of Schools submits to the School Committee in December. The school Committee reviews the budget, holds public hearings and votes to submit its budget to the Annual Town Meeting each March. Massachusetts School Building Authority 6 Statement of Interest Name of School -----SAMPLE SCHOOL[DRAFT]----- General Description BRIEF BUILDING HISTORY: Please provide a detailed description of when the original building was built, and the date(s) and project scopes(s) of any additions and renovations (maximum of 5000 characters). The Bridge Elementary School opened in 1966 after new construction. The school contains 26 general classrooms, four special education classrooms, three district reading rooms, art, music, and a computer room. Classrooms are typically in the 700 square foot range, and lockers are provided for students in corridors for storage of coats. The school was designed by Boston architectural firm, Clinch, Crimp, Brown, &Fischer. The firm was hired to design both the Bowman school and the Bridge school, and both schools were designed with nearly identical floor plans. In 2012, both schools had major construction projects to add two classrooms and upgrade of all mechanical, electrical and fire safety systems. In 2014, two addition modular classrooms were added. The school continues to serve the community well and it is capable to meet the educational needs for future years. TOTAL BUILDING SQUARE FOOTAGE: Please provide the original building square footage PLUS the square footage of any additions. 66800 SITE DESCRIPTION: Please provide a detailed description of the current site and any known existing conditions that would impact a potential project at the site.Please note whether there are any other buildings, public or private, that share this current site with the school facility.What is the use(s) of this building(s)? (maximum of 5000 characters). The school is situated on a 28.6 acre site which abuts town conservation land. The school is centrally located among single family homes. ADDRESS OF FACILITY: Please type address, including number,street name and city/town, if available, or describe the location of the site. (Maximum of 300 characters) Bridge Elementary School 55 Middleby Rd. Lexington, MA 02420 BUILDING ENVELOPE: Please provide a detailed description of the building envelope, types of construction materials used, and any known problems or existing conditions (maximum of 5000 characters). The one floor building was constructed with concrete foundation and concrete block walls. Window assemblies are double pane aluminum frames with operable windows in classrooms. The flat roof also includes clerestory windows for the gymnasium, cafeteria, and library for natural lighting. Has there been a Major Repair or Replacement of the EXTERIOR WALLS? YES Year of Last Major Repair or Replacement: (YYYY) 2012 Description of Last Major Repair or Replacement: All single pane and store fronts were replaced with higher energy efficient insulated double pane windows and doors. Roof Section A Is the District seeking replacement of the Roof Section? YES Area of Section(square feet) 68,000 Type of ROOF (e.g.,PVC,EPDM, Shingle, Slate, Tar & Gravel, Other (please describe) The Bridge Elementary School roof consists of 68,000 sq. ft. of modified bituminous over the original building with an additional 4,000 sq. ft. of PVC roofing on additions and modular classrooms. Age of Section(number of years since the Roof was installed or replaced) 20 Massachusetts School Building Authority 7 Statement of Interest Name of School -----SAMPLE SCHOOL[DRAFT]----- Description of repairs, if applicable,in the last three years. Include year of repair: Numerous repair patches exist with a major repair of 4,000 sq. ft. on an upper roof over the gymnasium. Window Section A Is the District seeking replacement of the Windows Section? NO Windows in Section(count) 247 Type of WINDOWS (e.g., Single Pane,Double Pane, Other (please describe)) All store fronts and single pane glass were replaced with energy efficient double pane insulated glass. Age of Section (number of years since the windows were installed or replaced) 8 Description of repairs,if applicable,in the last three years.Include year of repair: Normal annual inspections and replacement of hardware and weather stripping as needed. MECHANICAL and ELECTRICAL SYSTEMS: Please provide a detailed description of the current mechanical and electrical systems and any known problems or existing conditions(maximum of 5000 characters). The Mechanical, Electrical, window, store fronts and life safety infrastructure were replaced in 2012 as part of a major construction project. Two gas fired condensing boilers distribute hot water to wall mounted perimeter radiation and fan coil units throughout the building,while Energy Recovery units provide heat and DX cooling to condition make up air to all spaces within the building. Building automation and controls were upgraded for both electrical and mechanical systems. Boiler Section 1 Is the District seeking replacement of the Boiler? NO Is there more than one boiler room inthe School? YES What percentage of the School is heated by the Boiler? 75 Type of heating fuel (e.g.,Heating Oil,Natural Gas, Propane, Other) Two gas fired condensing boilers Age of Boiler(number of years since the Boiler was installed or replaced) 8 Description of repairs,if applicable,in the last three years.Include year of repair: Normal repairs during preventative maintenance and seasonal checks Boiler Section 2 Is the District seeking replacement of the Boiler? NO Is there more than one boiler room inthe School? YES What percentage of the School is heated by the Boiler? 75 Type of heating fuel (e.g.,Heating Oil,Natural Gas, Propane, Other) Two Gas fired condensing boilers Age of Boiler(number of years since the Boiler was installed or replaced) 8 Description of repairs,if applicable,in the last three years.Include year of repair: Normal repairs during preventative maintenance and season checks Boiler Section 3 Is the District seeking replacement of the Boiler? NO Is there more than one boiler room in the School? NO What percentage of the School is heated by the Boiler? 100 Type of heating fuel (e.g., Heating Oil,Natural Gas,Propane, Other) Gas fired domestic hot water heater Age of Boiler (number of years since the Boiler was installed or replaced) 8 Description of repairs, if applicable,in the last three years. Include year of repair: Normal seasonal boiler check and cleaning if needed. Has there been a Major Repair or Replacement of the HVAC SYSTEM? YES Year of Last Major Repair or Replacement: (YYYY) 2012 Description of Last Major Repair or Replacement: Massachusetts School Building Authority 8 Statement of Interest Name of School -----SAMPLE SCHOOL[DRAFT]----- Complete replacement of heating plant and distribution systems. Has there been a Major Repair or Replacement of the ELECTRICAL SERVICES AND DISTRIBUTION SYSTEM? YES Year of Last Major Repair or Replacement: (YYYY) 2012 Description of Last Major Repair or Replacement: Complete replacement of main switch gear and electrical distribution systems. This replacement project also included lighting, sub metering and controls for energy savings. BUILDING INTERIOR: Please provide a detailed description of the current building interior including a description of the flooring systems, finishes, ceilings,lighting, etc. (maximum of 5000 characters). The building has both concrete block and gypsum interior wall construction. All surfaces are painted and in good condition. The flooring is vinyl composition the throughout the schools and is in good condition. The ceiling systems are all suspended acoustical ceiling the with a combination of 2x4 and 2x2 styles. All interior lighting has been upgraded to LED style lighting through a grant replacement program. PROGRAMS and OPERATIONS: Please provide a detailed description of the current grade structure and programs offered and indicate whether there are program components that cannot be offered due to facility constraints, operational constraints, etc. (maximum of 5000 characters). The Bridge School currently serves students in Grades K-5. Our total enrollment as of September 20, 2010 is 515 students with approximately 48 professional teaching staff members, 3 administrators, 1.5 nursing, 3.25 guidance staff, 16 instructional assistant staff. We have four classrooms of students at each grade level in K, 1, 2, 3 and five classrooms at grades 4 and 5 offering a curriculum aligned with Massachusetts state frameworks, outlined at http://lps.lexingtonma.org/curriculum/elementary.html. We currently offer services for English Language Learners, Special Education(special education, speech and language, occupational therapy), Guidance services, Literacy Intervention, and Math Intervention. We have a district-wide special education program housed on site, requiring a separate classroom space and a small classroom space, plus one additional spaces for tutoring for this program. These are programs for students with behavior and emotional disabilities. We offer full lunch service (free, reduced or fee for service) for all students in our cafeteria. Our program includes Library,Art, Music and Physical Education. Our library,physical education, art and music programs are staffed by full time specialists, and we have additional part time specialists working in physical education, art, and music, to accommodate the number of students and classrooms we currently house. Art and Music have dedicated classroom-sized spaces, and there is a gymnasium similar in size to other schools in town. Part time specialists do not have dedicated spaces,but must teach in the classroom or share spaces. Our school offers instrumental music lessons for students in grades 4-5 during the school day. We are currently able to offer all required programs as determined by the Lexington Public School system. Massachusetts School Building Authority 9 Statement of Interest Name of School -----SAMPLE SCHOOL[DRAFT]----- EDUCATIONAL SPACES: Please provide a detailed description of the Educational Spaces within the facility, a description of the number and sizes (in square feet) of classrooms, a description of science rooms/labs including ages and most recent updates, a description of the cafeteria, gym and/or auditorium and a description of the media center/library(maximum of 5000 characters). General Education Classrooms 26 Specialized programs-I classroom, Special Education rooms - 1 classroom size, 1 1/4 room, Literacy- 3 offices Math Intervention- 3 offices ELL-2 offices Guidance Office—4 offices Psychologist Office- I office Nurse - 1 room Principal and Assistant Principal-2 offices Art, Music - 1 rooms Gymnasium Cafeteria Library 1 room each Main Office Area (one larger room,) Teacher Room and Teacher/Support work room CAPACITY and UTILIZATION: Please provide the original design capacity and a detailed description of the current capacity and utilization of the school facility. If the school is overcrowded,please describe steps taken by the administration to address capacity issues. Please also describe in detail any spaces that have been converted from their intended use to be used as classroom space (maximum of 5000 characters). Needs to be updated The school is fully utilized and does not have unused capacity. The former computer room was converted into a resource room for special education, storage is minimal, hallways are used for small group break out teaching, physical education by part time specialists is taught in the cafeteria, kindergarten art is taught in the classroom, instrumental music is taught throughout the building in hallways, the book closet, the stage, and various offices spaces, disrupting classroom teaching in multiple grades. Special Educators share resource room space and offices. MAINTENANCE and CAPITAL REPAIR: Please provide a detailed description of the district's current maintenance practices,its capital repair program, and the maintenance program in place at the facility that is the subject of this SOI. Please include specific examples of capital repair projects undertaken in the past, including any override or debt exclusion votes that were necessary (maximum of 5000 characters). The Lexington Public Schools deploy custodians and maintenance personal, under the direction of the Department of Public Facilities (DPF), to maintain all school buildings within the district. A contracted preventative maintenance program is in place for school roofs, life safety, mechanical and electrical systems. Massachusetts School Building Authority 10 Statement of Interest Name of School -----SAMPLE SCHOOL[DRAFT]----- Priority 5 Question 1:Please provide a detailed description of the issues surrounding the school facility systems (e.g., roof, windows, boilers,HVAC system, and/or electrical service and distribution system) that you are indicating require repair or replacement.Please describe all deficiencies to all systems in sufficient detail to explain the problem. The Town of Lexington is identified as a Green Community. A complete replacement of the Bridge School roof would extend the usefulness of the educational program of the building and also allow for energy efficiency improvement opportunity. This replacement of the Bridge roof would allow additional insulation to be added to meet the Stretch Code +30%. The town would take the opportunity to improve the R factor of the roof to the maximum allowable under a new EDPM membrane Massachusetts School Building Authority 11 Statement of Interest Name of School -----SAMPLE SCHOOL[DRAFT]----- Priority 5 Question 2:Please describe the measures the district has already taken to mitigate the problem/issues described in Question I above. The Department of Public Facilities has used its On Call contracts to keep this building's roof maintained. The current roof is past its useful life cycle and is in need of replacement. Two years ago an extraordinary repair was made of the gym roof. A 4,000 square foot patch was applied to the room which had been actively leaking for some time. Many other smaller repairs have been made in order to alleviate the constant leaking. Massachusetts School Building Authority 12 Statement of Interest Name of School -----SAMPLE SCHOOL[DRAFT]----- Priority 5 Question 3:Please provide a detailed explanation of the impact of the problem/issues described in Question I above on your district's educational program. Please include specific examples of how the problem prevents the district from delivering the educational program it is required to deliver and how students and/or teachers are directly affected by the problem identified. A leaking roof directly impacts the educational program in many ways. Buckets in classrooms placed to catch the falling water is a distraction to students and the learning environment. The buckets in the corridors impede the flow of foot traffic and cause a safety hazard in the event of an emergency. The constant wet conditions can cause health related illness due to the wet materials and potential mold growth. The most significant leak is in the gym which causes a slippery floor. This has resulted in a number of injuries due to slip and falls. If the water is not caught it will cause the flooring to fail requiring replacement. This is an expense that should be avoidable. Massachusetts School Building Authority 13 Statement of Interest Name of School -----SAMPLE SCHOOL[DRAFT]----- Priority 5 Question 4:Please describe how addressing the school facility systems you identified in Question I above will extend the useful life of the facility that is the subject of this SOI and how it will improve your district's educational program. Please also provide the following: r................................................................................................................................................................................................................................................................................................................................................................................................. Have the systems identified above been examined by an engineer or other trained building professional?: YES :.................................................................................................................................................................................................................................................................................................................................................................................................: If"YES", please provide the name of the individual and his/her professional affiliation (maximum of 250 characters): James Russo from Russo Barr and Associated. The date of the inspection: A summary of the findings (maximum of 5000 characters): The subject of this report is the roof condition of the Bridge Elementary School located in Lexington, Massachusetts. The Bridge Elementary School is a single story, steel frame building supporting steel roof decks. The total roof area is approximately 68,000± square feet(SF). One roof system exists at six(6) separate roof levels: modified bitumen utilizing a mineral surfaced cap sheet, reported to be 20-years old. The manufacturer is Firestone and the roof warranty expired in September 2019. There exist various typical penetrations throughout the roof area such as vent pipes, exhaust fans, a chimney, cast iron roof drains, skylights, large rooftop units with associated piping, and low profile expansion joints at 3rd points of the building. The modified bituminous roofing system is in poor condition. Leaks are reported to occur frequently. Numerous repair patches exist; the roofing cement that was used to strip in the edges was observed to be cracked and split in various locations, and a large EPDM roof membrane patch exists at an upper roof area (approximately 4,000± SF). Reportedly this EPDM roof membrane patch was installed in an attempt to stop some severe leaking. Various other deficient conditions were observed including un-adhered sections of modified bituminous roofing plies (ridges &blistering at edge laps &in the field of the mineral cap sheet), cracked/crazed mineral cap sheets, ponding water at various locations (indicative of poor slope to drain conditions, i.e. lacking positive slope to drain as required by good roofing practice and the Code). Moisture was found to exist within the roofing felt plies and within the underlying rigid board roof insulation in various locations; confirmed by test cuts and infrared roof moisture scan. The underlying insulation is comprised of polyisocyanurate insulation(base layer)with a perlite insulation cover board. We recommend roof replacement utilizing a"tear-off'application. The recommended scope of work includes complete removal and replacement of the existing low-sloped roofing system with a new EPDM or PVC roof membrane system complete with a manufacturer 20-year system warranty. Massachusetts School Building Authority 14 Statement of Interest Name of School -----SAMPLE SCHOOL[DRAFT]----- Vote REQUIRED FORM OF VOTE TO SUBMIT AN SOI REQUIRED VOTES If the SOI is being submitted by a City or Town,a vote in the following form is required from both the City Council/Board of Aldermen OR the Board of Selectmen/equivalent governing body AND the School Committee. If the SOI is being submitted by a regional school district, a vote in the following form is required from the Regional School Committee only. FORM OF VOTE Please use the text below to prepare your City's, Town's or District's required vote(s). FORM OF VOTE Please use the text below to prepare your City's,Town's or District's required vote(s). Resolved: Having convened in an open meeting on ,prior to the closing date,the ii iov rnin i�_'u HII'lliu cl of (_ t'YlTownl,in accordance with its charter,by-laws, and ordinances,has voted to authorize the Superintendent to submit to the Massachusetts School Building Authority the Statement of Interest dated for the ,A1/41r C 1 h/nlVi1C'h,i h,)I located at /"I which describes and explains the following deficiencies and the priority category(s) for which an application may be submitted to the Massachusetts School Building Authority in the future the 1�w al cuvd u,bru"11, S [UlIW1,�/1,hC(110"I"i n""Y'dcl,;�v-ih d ih r in,j'Or e6r(41 P)'i0PhY/;and hereby further specifically acknowledges that by submitting this Statement of Interest Form,the Massachusetts School Building Authority in no way guarantees the acceptance or the approval of an application,the awarding of a grant or any other funding commitment from the Massachusetts School Building Authority,or commits the City/Town/Regional School District to filing an application for funding with the Massachusetts School Building Authority. Massachusetts School Building Authority 15 Statement of Interest Name of School -----SAMPLE SCHOOL[DRAFT]----- CERTIFICATIONS The undersigned hereby certifies that,to the best of his/her knowledge, information and belief, the statements and information contained in this statement of Interest and attached hereto are true and accurate and that this Statement of Interest has been prepared under the direction of the district school committee and the undersigned is duly authorized to submit this Statement of Interest to the Massachusetts School Building Authority. The undersigned also hereby acknowledges and agrees to provide the Massachusetts School Building Authority, upon request by the Authority, any additional information relating to this Statement of Interest that may be required by the Authority. Chief Executive Officer School Committee Chair Superintendent of Schools (signature) (signature) (signature) Date Date Date * Local chief executive officer: In a city or town with a manager form of government, the manager of the municipality; in other cities, the mayor; and in other towns, the board of selectmen unless, in a city or town, some other municipal office is designated to the chief executive office under the provisions of a local charter. Please note, in districts where the Superintendent is also the Local Chief Executive Officer, it is required for the same person to sign the Statement of Interest Certifications twice. Massachusetts School Building Authority 05 Statement of Interest i XING ON PUBLIC SCHOOLS February 7, 2020 To Whom it May Concern: As Executive Assistant to the Lexington School Committee, i certify that at its duly called and publicly posted meeting n February 4, 2020, the Lexington School Committee voted the following: Motion to authorize the Superintendent of Schools to submit to the Massachusetts School Building Authority, the Statement of Interest Form dated February 14, 2020, for a new root at the Bridge Elementary School, located at 55 Middleby Ind. This motion passed on a Grote of -o Sincerely: 4 '� 4.� Kristen Cronin Executive ► i tant to the Lexington School Committee Eileen Jay School Committee, Chair Lexington Public Schools 1146 Maple Street I Lexington,A4A 1 02420 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Discuss Proposed New Police Station PRESENTER: ITEM NUMBER: Mike Cronin, Director of Facilities & Tecton Architect I.5 SUMMARY: Attached please find the updated presentation on the Police Station with the comparison between 2018 and 2019 with updated cost estimates for a new building(not keeping the two walls) and 173 Bedford Street. Also attached is a letter from the H D C with respect to a new building and several photos of the existing p o lic e station from a few weeks ago. 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T @IUPM���, I e � r / �% III RECEIVED s l M ORN�tiFEB 06 2020 (tio 775 c o m Town o LexingtonSELECT BOARD :z D - o Historic Districts Commission s � z APRIL 19TM �FX I N G-T Anne Eccles,Chair Robert Adams Tel: (781)698-4524 Edward Adelman Robin Lovett Fax: (781)861-2780 Paul O'Shaughnessy February 6, 2020 Doug Lucente, Chair Select Board Town of Lexington 1625 Massachusetts Avenue Lexington,MA 02420 Re: Preliminary Police Station Plan Review Dear Doug This letter is in regard to the above captioned matter. The Historic Districts Commission (HDC) attended a meeting on February 5, 2020 to review preliminary plans for a potential demolition and rebuild of the Police Station located at 1575 Massachusetts. As part of the plan, the Commission reviewed the concept of an entirely new building at the location of the existing police station. The concept included the possibility of a new entry location on the ground level to create a more welcoming public entrance and to ease accessibility. We understand the issues, including cost that surround this project. We are open to a new design that continues the principle of balancing Town Offices and quietly framing Cary Hall and have procedures that allow demolition as part of an approved new plan. Sincerely, Anne Laurin Eccles Historic Districts Commission Chair CC: file HDC members SB Members AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Approve the Sale of Bonds and Notes PRESENTER: ITEM NUMBER: Carolyn Ko sno ff,Assistant Town Manager for Finance/Comptroller I.6 SUMMARY: A vote is requested for this agenda item. On Wednesday, February 5, 2020, the Town sold $9,570,000 of general obligation bonds and $5,268,223 of general obligation bond anticipation notes (BANs). Mo o dy's conducted a review of the sale and rated the Bonds Aaa and the BANs MIG 1, both of which are the highest ratings that can be obtained by a municipality. A copy of the press release is attached. The bond issue was for a variety of municipal purposes shown on the attached master use of proceeds, including construction of the Visitor's Center and Lexington C hildren's Place, p urc has e of department equipment, sidewalks and water and sewer improvements. Nine competitive bids were submitted for the bonds. The bids, based on a calculation of the true interest cost (TIC), which takes into consideration the amount of the issue, coupon rate, underwriting discount and offering premium, ranged from a high of 1.0349% to a low of.9362%. The low bidder was Fidelity Capital Markets, whose TIC of.09362% included a premium of$1,516,074.65. This premium was applied to reduce the par value of the issuance on the day of the sale, which resulted *n a net re s ized issuance of$8,315,000 and net proceeds to the Town of$9,656,031.12. The notes were primarily to continue the short-term funding of the p urc has e of land for 171/17 3 Bedford St. and 20 Pelham Road, plus one facilities mechanical system. Seven bids were submitted for the notes which will come due on February 12, 2021. The bids, based on a calculation of the net interest cost(NIC), which takes into consideration the amount of the issue, coupon rates and offering premium, ranged from a high of 1.72% to a low of 1.03%. The low bidder was Oppenheimer& Co., Inc., whose NIC of 1.03% included a premium of$37,720.48. SUGGESTED MOTION: I move:that the sale of the $8,315,000 General Obligation Municipal Purpose Loan of 2020 Bonds of the Town dated February 13, 2020 (the"Bonds"), to Fidelity Capital Markets, a Division of National Financial Services LLC at the price of$9,656,031.12 and accrued interest is hereby approved and confirmed. The Bonds shall be payable on February 1 of the years and in the principal amounts and bear interest at the respective rates, as follows: Year Amount Interest Year Amount Interest Rate Rate 2021 $112401000 5.00% 2026 $4851000 5.00% 2022 112301000 5.00 2027 4851000 5.00 2023 1120500 5.00 2028 4851000 5.00 2024 1,200,000 5.00 2029 4801000 4.00 2025 1102500 5.00 2030 4801000 4.00 And Further: to approve the sale of$5,268,223 General Obligation Bond Anticipation Notes of the Town dated February 14, 2020, payable February 12, 2021 (the"Notes")to Oppenheimer& Co., Inc. at par and accrued interest plus a premium of$37,720.48. And Further: that in connection with the marketing and sale of the Bonds, the preparation and distribution of a Notice of Sale and Preliminary Official Statement dated January 29, 2020 and a final Official Statement dated February 5, 2020 each in such form as may be approved by the Town Treasurer, be and hereby are ratified, confirmed, approved and adopted. And Further: that in connection with the marketing and sale of the Notes, the preparation and distribution of a Notice of Sale and Preliminary Official Statement dated January 29, 2020 and a final Official Statement dated February 5, 2020, each in such form as may be approved by the Town Treasurer, be and hereby are ratified, confirmed, approved and adopted. And Further: that the Town Treasurer and the Select Board be, and hereby are, authorized to execute and deliver continuing and S ignific ant events disclosure undertakings in compliance with SEC Rule 15c2-12 in such forms as may be approved by bond counsel to the Town, which undertakings shall be inc o rp o rated by reference in the Bonds and Notes, as applicable, for the b ene fit of the holders of the Bonds and Notes from time to time. And Further: that we authorize and direct the Town Treasurer to e s tab lis h post issuance federal tax compliance procedures and continuing disclosure procedures in such forms as the Town Treasurer and bond counsel deem sufficient, or if such procedures are currently in place, to review and up d ate said procedures, in order to monitor and maintain the tax-exempt status of the Bonds and Notes and to comply with relevant securities laws. And Further: that each member of the Select Board, the Town Clerk and the Town Treasurer be and hereby are, authorized to take any and all such actions, and execute and deliver such c ertific ate s, receipts or other documents as may be determined by them, or any of them, to be necessary or convenient to carry into effect the provisions of the foregoing votes. FOLLOW-UP: Select Board to sign closing documents on February 10, 2020 and Executive Clerk to sign certification of award. DATE AND APPROXIMATE TIME ON AGENDA: 2/10/2020 9:15pm ATTACHMENTS: Description Type V11"oody's RatingRepot; 13,ackup Material F) BAN�Bid Results 1.3aackup VII.akerilfl F) Bond Result Surn.m.aw.y I kickup Material F) Select Fk.)ar(,l Vote to Aw,,,,i,r(,i 1-ka,ckup Vlafeiial MOODYS INVESTORS SERVICE Rating Action: Moody's assigns Aaa to Lexington, MA's GO Bonds and MIG 1 to GO BANs; outlook stable 1 Jain 2020 New York, January 31, 2020-- Moody's Investors Service has assigned a Aaa rating to the Town of Lexington, Massachusetts' $9.6 million General Obligation Municipal Purpose Loan of 2020 Bonds and a MIG 1 rating to the$5.3 million General Obligation Bond Anticipation Notes (BANs)dated February 14, 2020 and payable February 12, 2021. Concurrently, we have affirmed the Aaa long term rating on the town's outstanding general obligation unlimited tax and general obligation limited tax(GOLT) bonds. The outlook is stable. The outstanding general obligation unlimited tax bonds are considered unlimited tax because the entire amount of debt service has been voted to be excluded under Massachusetts' law on the town's ability to increase the property tax levy to pay debt service, referred to as Proposition 2 1/2. We consider the pledge supporting the outstanding limited tax bonds and the current issues to be general obligation limited tax because not all of the debt service has been excluded under Proposition 2 1/2. RATINGS RATIONALE The Aaa general obligation unlimited tax rating reflects the town's sizeable and growing tax base, above average wealth and income indicators, and strong financial position with well-funded operating and capital reserves, that will provide operational flexibility over the next few years as the town completes significant capital projects related to education, public safety, and various other public infrastructure projects. The rating also reflects its manageable fixed costs including debt, pension, and OPEB burdens. The lack of distinction between the GOLT rating and the general obligation unlimited tax rating reflects the town's ability to override the property tax levy cap and the town's pledge of its full faith and credit. The MIG 1 rating reflects the town's strong long-term credit quality, moderate refinancing risks which include plans to refinance the debt two weeks prior to maturity strong projected liquidity to cover debt service, and a strong note market with historically good access. RATING OUTLOOK The stable outlook represents the town's strong fiscal management including conservative budgeting, adherence to formal policies, multi-year budget forecasting and capital planning. The outlook also includes our expectation that the town will continue to benefit from a growing tax base as well as voter support for debt exclusions. FACTORS THAT COULD LEAD TO A DOWNGRADE -Material decline in reserves or liquidity -Significant deterioration of tax base or demographic profile -Material growth in debt burden without Proposition 2 1/2 exclusions -Material deterioration of the town's liquidity(BANs) LEGAL SECURITY The GO Bonds and BANs are secured by the town's general obligation limited tax pledge as not all debt service is excluded from the levy limitations of Proposition 2 1/2. USE OF PROCEEDS The GO Bond proceeds will be used for a variety of municipal projects with 71% of the funds being used for the construction of a visitor center and a preschool, and for retiring BANs. The BAN proceeds, in conjunction with$3.2 million of cash,will retire previously issued BANs used for two land purchases and public facilities electrical system replacements. PROFILE Located in Middlesex County the Town of Lexington is a wealthy suburb 11 miles northwest of the City of Boston (Aaa stable). According to the 2017 American Community Survey, the town had 33,339 residents. METHODOLOGY The principal methodology used in the long-term ratings was US Local Government General Obligation Debt published in September 2019. The principal methodology used in the short-term rating was US Bond Anticipation Notes and Related Instruments Methodology published in October 2019. Please see the Rating Methodologies page on www.moodys.com for a copy of these methodologies. REGULATORY DISCLOSURES For ratings issued on a program, series, category/class of debt or security this announcement provides certain regulatory disclosures in relation to each rating of a subsequently issued bond or note of the same series, category/class of debt, security or pursuant to a program for which the ratings are derived exclusively from existing ratings in accordance with Moody's rating practices. For ratings issued on a support provider, this announcement provides certain regulatory disclosures in relation to the credit rating action on the support provider and in relation to each particular credit rating action for securities that derive their credit ratings from the support provider's credit rating. For provisional ratings, this announcement provides certain regulatory disclosures in relation to the provisional rating assigned, and in relation to a definitive rating that may be assigned subsequent to the final issuance of the debt, in each case where the transaction structure and terms have not changed prior to the assignment of the definitive rating in a manner that would have affected the rating. For further information please see the ratings tab on the issuer/entity page for the respective issuer on www.moodys.com. Regulatory disclosures contained in this press release apply to the credit rating and, if applicable, the related rating outlook or rating review. Please see www.moodys.com for any updates on changes to the lead rating analyst and to the Moody's legal entity that has issued the rating. Please see the ratings tab on the issuer/entity page on www.moodys.com for additional regulatory disclosures for each credit rating. Frederick Cullimore Lead Analyst Regional PFG Northeast Moody's Investors Service, Inc. One International Place 100 Oliver St Suite 1400 Boston 02110 US JOURNALISTS: 1 212 553 0376 Client Service: 1 212 553 1653 Nicholas Lehman Additional Contact Regional PFG Northeast JOURNALISTS: 1 212 553 0376 Client Service: 1 212 553 1653 Releasing Office: Moody's Investors Service, Inc. 250 Greenwich Street New York, NY 10007 U.S.A JOURNALISTS: 1 212 553 0376 Client Service: 1 212 553 1653 MOODYS INVESTORS SERVICE ©2020 Moody's Corporation, Moody's Investors Service, Inc., Moody's Analytics, Inc. and/or their licensors and affiliates (collectively, "MOODY'S").All rights reserved. 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MJKK and MSFJ also maintain policies and procedures to address Japanese regulatory requirements. i i i i M M i i i i i i i i C) i i i i i i i N N M M L N N V O V 00 M r V 7 t0 co O(O LO N N M r UA l° d9 EH 1 H} EA I M N N co [O M CD N w O O N M M LO N ,n O N O O LO N 01 N d4 � EH N to N O w O N CD CD11 CD It LO 0 C:) M O O M V) + N N C a)a)2� ~ O 4 O A N O"N O "0 0 0(D '0 0 0'(D 0 0 0 0 0 0 N a s o t31 N_ O O O O O O O O O O O O O O C)O -°Z C O OD O O O O O O O O O O O O O O O 00 C<Ln'L W J y C) m C) O LO O O O O O O O O O O O O V °00 O m N Q M LO O M P M P— m LO O O O O O O O ti m a r LO F r r LO LO r N(0 m O m M O V M 1� Ln .R.C m0 N r Dj .3.3 (n H 0 rn 6 a Z m U Q _ ca I I O O CD O O O O O N N m C)C,CD C)Cl C:,O O O O Z Z Cl O Q Q I!J O C N C,O C)C, CDC)O O O m m N C,O 0 (D m V O O C,O �C V M V O V co h c $0 r r m w Z m LO Z N fiT T HT m 7 L O N O O O O O 0 0 0'0 0 CD N 0 N CDC) C)CD CD CD C)C)CD C)C)CDa) O"CO O 0 0 0 0 '0 0 0 O O O QO LL M A N O O O O LO O O O O O O O O U) V CO m O M r O r LO O O LO CO m 0 �N N C r m m r N LO N (O V(D V 7 a)"O V C O n c 0 c N a7 ERT F (A O CO m m O N c N LO O V O W 3 N O 00 O C, co n °O V co m N r C7 I1 O m(fl N O O O O O O O O O O O O O O O I~ zm OMN O O O O O O O O O O O O O O O N C C,N m M 0 C)CO 0 0 C 0 C 0 C C IQ C C 0' ' ' ' CS) N O N m m 0(M C7 0 LO O O co O O O V O 0 0 O M LO(D V m co 1-(D n V LO m 0 7 LO co m a N r LO LO V m r m N LO N O cD 7(O m E V N N rn r d CV m C CO CO CO O O O O O O N O O O O O N O O O m w 0 0 n n 7 0 I'- O O O N O O C)C)C)7 C)0 0 c Z--N O(O M N 'h'C 0 'O M O O'O LO M M O O O 'E Q m 00 0)C) a0 V LO C) n N C)O LO m LO r O O O N LO V V 7 V co O O N n N O O C)C)E p CO M r O CD V P-LO r m 0 M m N -q V N r M N r 01 w Q Z C M N V N O O O O O O O O N O O O O O O N O 0 0 O O O CO O LO CD CDI--CD CD O C)CDN 0 0 0 0 0 0 7 0 0 0 N M N r N 0 LO O O O O O CO O O LO O LO M Lb O O O tD O M M LD O O O O O N O O_V LO O LO r O C)C,C.N C,(D V)O V V m co m m h V(D LO V h M O)O C)C)m o N -Lf V 4')co N O Lb(D D 40 M O b m O M m E E _ r LO V N M r r N r O Q C O O O O O O O O O O O O N O O O O O O N O 0 0 O C)CD CD CD C)CD CD C)CD C)C)CD C)CD C)CD CD CDV CD 0 0 -O O O O N O C C 0 0 C C(O O O LO O LO M CO O O O m'p m O V O r O M O O O O O N 0 0 7 LO m M n O O O O V m m(D r V LO 0 0 7 I-co m 0 0 0 C)p(O m V r r O V LO M 1-N M M M O LO M O r m O M m Q 0 N N C'4 00 V M r r V r r 7 Q V V no V .^V v L U iz�I; r; cn m C7 O c7 Q x C7 .V E(V O M V m N N 7 N r N o 7 CO M p N M m N r(0(O Q Z v Zo 05 N � C(p _O N M_N lO CO CO M CO m m N N N N 0 0 N a) ol$N N N N N N N N N N N N N N N N N N N N N N N N Q L O a C CV CV N In V T O)6) N N 0 0 Q V V a)N M O)M V V V V V V V V V V V V V E m M O N V d r 7 a) w E N N Z a m T C La _ O CD n N N a) w E E a E m a) w ° > (n P m c E X +. w m a c E LL c u)y aa)2 m o 6 o'y' a.� g V d Nw.0 N 3 mU� O�L a) N a W N> o E E 6 m E w N'o IA 0 c m c m ° 0 E'3 .°'N o o a 15 M a a o ° m o m o a m>.U U E a) 0 'U O m N�'m 0 N LL' C a) E C) _c o c E°E a) C Q) ` O-0 E co N L [IfC m m m ' m m O(n N d t`a) m a O r 7 c aE) U w >L. n a m n a y cU a L c a Q > o a o o w o d U aaQ '° U E Q) v aiO N m ° o E ac' p w 3 r 6°E m 2 a a o D a�3,�°.2 o m c 3 O m -°o o a o o m ac x c .N .X a PARITY Result Screen Page 1 of 1 ................... ............111,11,11,11,11"......................................................................................................................................................................................... 11:00:13 a.m. EDST Upcoming Calendar Overview Compare Summary Bid Results Lexington (Town) $9,570,000 General Obligation Municipal Purpose Loan of 2020 Bonds The following bids were submitted using PARITIA and displayed ranked by lowest TIC. Click on the name of each bidder to see the respective bids. Bid Award* Bidder Name TIC ❑ Fidelity Capital Markets 0.936260 ❑ J.P. Morgan Securities LLC 0.953348 ❑ SWBC Investment Services. LLC 0.972047 ❑ BNYMellon Capital Markets 0.980295 ❑ UMB Bank, N.A. 0.980717 ❑ Roosevelt&Cross, Inc. 0.998265 ❑ UBS Financial Services Inc. 1.016782 ❑ INTL FCStone Financial Inc. 1.032170 ❑ Robert W. Baird & Co.. Inc. 1.034962 *Awarding the Bonds to a specific bidder will provide you with the Reoffering Prices and Yields. O 1981-2002 i-Deal LLC,All rights reserved, Trademarks https://www.newissuehome.i-deal.com/Parity/asp/main.asp?frame=content&page=parityRes... 2/5/2020 PARITY Bid Form Page I of I Upcoming Calendar Overview ................................................................................................................................................................................... Result Excel Fidelity Capital Markets - Boston , MA's Bid :. IF .0 AW Wu ' Lexington (Town) $9,570,000 General Obligation Municipal Purpose Loan of 2020 Bonds For the aggregate principal amount of$9,570,000.00, we will pay you $11,086,074.65, plus accrued interest from the date of issue to the date of delivery. The Bonds are to bear interest at the following rate(s): Maturity Date Amount$Coupon % ield % Dollar Price Bond Insurance 02/01/2021 13460M 5.0000 L.7500 104.085 02/01/2022 13450M 5.0000 0.7600 108.260 02/01/2023 1,430M 5.0000 0.7700 112.382 02/01/2024 1,420M 5.0000 0.7800 116.451 02/01/2025 1,230M 5.0000 0.7900 120.464 02/01/2026 520M 5.0000 0.8400 124.159 02/01/2027 515M 5.0000 0.9300 127.393 02/01/2028 515M 5.0000 1.0100 130.467 02/01/2029 515M 4.0000 11.0800 124.890 02/01/2030 515M 4.0000 1.1500 126.764 Total Interest Cost: $13 942,043.33 Premium: $115161074.65 Net Interest Cost: $4251968.68 TI C: 0.936260 Total Insurance Premium: $0.00 Time Last Bid Received On:02/05/2020 10:59:27 EST This proposal is made subject to all of the terms and conditions of the Official Bid Form, the Official Notice of Sale, and the Preliminary Official Statement, all of which are made a part hereof. Bidder: Fidelity Capital Markets, Boston , MA Contact: John Donaghy Title: Vice-President Telephone:617-563-3890 Fax: 617-692-5949 Issuer Name: Town of Lexington Company Name: Accepted By: Accepted By: Date: Date: °1 t,,, li..II`;°ed lU,,,,lU,,,,C,AIH rigIlitls reserved, https://www.newissuehome.i-deal.com/Parity/asp/main.asp?frame=content&page=parityB id... 2/5/2020 PARITY Bid Form Page I of I Upcoming Calendar Overview ................................................................................................................................................................................... Result Excel J.P. Morgan Securities LLC - New York , NY's Bid IF .� .0 AW Wu . Lexington (Town) $9,570,000 General Obligation Municipal Purpose Loan of 2020 Bonds For the aggregate principal amount of$9,570,000.00, we will pay you $11,171,541.10, plus accrued interest from the date of issue to the date of delivery. The Bonds are to bear interest at the following rate(s): Maturity Date Amount$Coupon % ield % Dollar Price Bond Insurance 02/01/2021 13460M 5.0000 L.8000 104.035 02/01/2022 13450M 5.0000 0.8100 108.158 02/01/2023 1,430M 5.0000 0.8100 112.257 02/01/2024 1,420M 5.0000 0.8200 116.280 02/01/2025 1,230M 5.0000 0.8200 120.302 02/01/2026 520M 5.0000 0.8600 124.028 02/01/2027 515M 5.0000 0.9300 127.393 02/01/2028 515M 5.0000 1.0100 130.467 02/01/2029 515M 5.0000 11.0800 133.414 02/01/2030 515M 5.0000 1.1500 136.155 Total Interest Cost: $23039,550.00 Premium: $116011541.10 Net Interest Cost: $4381008.90 TI C: 0.953348 Total Insurance Premium: $0.00 Time Last Bid Received On:02/05/2020 10:59:48 EST This proposal is made subject to all of the terms and conditions of the Official Bid Form, the Official Notice of Sale, and the Preliminary Official Statement, all of which are made a part hereof. Bidder: J.P. Morgan Securities LLC, New York , NY Contact: Brian McGann Title: Analyst Telephone:212-834-7155 Fax: Issuer Name: Town of Lexington Company Name: Accepted By: Accepted By: Date: Date: °1 t,,, li--II`;°ed lU,,,,lU,,,,C,AIH rigIlitls reserved, https://www.newissuehome.i-deal.com/Parity/asp/main.asp?frame=content&page=parityB id... 2/5/2020 PARITY Bid Form Page I of I Upcoming Calendar Overview ................................................................................................................................................................................... Result Excel SWBC Investment Services, LLC - San Antonio , TX's Bid IF .� .0 AW Wu . Lexington (Town) $9,570,000 General Obligation Municipal Purpose Loan of 2020 Bonds For the aggregate principal amount of$9,570,000.00, we will pay you $11,163,206.26, plus accrued interest from the date of issue to the date of delivery. The Bonds are to bear interest at the following rate(s): Maturity Date Amount$Coupon % ield % Dollar Price Bond Insurance 02/01/2021 13460M 5.0000 L.8000 104.035 02/01/2022 13450M 5.0000 0.8100 108.158 02/01/2023 1,430M 5.0000 0.8100 112.257 02/01/2024 1,420M 5.0000 0.8200 116.280 02/01/2025 1,230M 5.0000 0.8200 120.302 02/01/2026 520M 5.0000 0.8600 124.028 02/01/2027 515M 5.0000 0.9300 127.393 02/01/2028 515M 5.0000 1.0000 130.556 02/01/2029 515M 5.0000 11.0800 133.414 02/01/2030 515M 5.0000 1.1500 136.155 Total Interest Cost: $23039,550.00 Premium: $115931206.26 Net Interest Cost: $4461343.74 TIC: 0.972047 Total Insurance Premium: $0.00 Time Last Bid Received On:02/05/2020 10:49:43 EST This proposal is made subject to all of the terms and conditions of the Official Bid Form, the Official Notice of Sale, and the Preliminary Official Statement, all of which are made a part hereof. Bidder: SWBC Investment Services, LLC, San Antonio , TX Contact: Arturo Perez Title: Vice President Telephone:210-376-3746 Fax: 210-468-4670 Issuer Name: Town of Lexington Company Name: Accepted By: Accepted By: Date: Date: °1 t,,, li--II`;°ed lU,,,,lU,,,,C,AIH rigIlitls reserved, https://www.newissuehome.i-deal.com/Parity/asp/main.asp?frame=content&page=parityB id... 2/5/2020 PARITY Bid Form Page I of I Upcoming Calendar Overview ................................................................................................................................................................................... Result Excel BNYMellon Capital Markets - Pittsburgh , PA's Bid IF .� .0 AW Wu . Lexington (Town) $9,570,000 General Obligation Municipal Purpose Loan of 2020 Bonds For the aggregate principal amount of$9,570,000.00, we will pay you $11,159,532.90, plus accrued interest from the date of issue to the date of delivery. The Bonds are to bear interest at the following rate(s): Maturity Date Amount$Coupon % ield % Dollar Price Bond Insurance 02/01/2021 13460M 5.0000 0.8100 104.026 02/01/2022 13450M 5.0000 0.8100 108.158 02/01/2023 1,430M 5.0000 0.8100 112.257 02/01/2024 1,420M 5.0000 0.8200 116.280 02/01/2025 1,230M 5.0000 0.8300 120.248 02/01/2026 520M 5.0000 0.8500 124.094 02/01/2027 515M 5.0000 0.9400 127.315 02/01/2028 515M 5.0000 1.0400 130.200 02/01/2029 515M 5.0000 11.1100 133.112 02/01/2030 515M 5.0000 1.1800 135.819 Total Interest Cost: $23039,550.00 Premium: $115891532.90 Net Interest Cost: $4501017.10 TI C: 0.980295 Total Insurance Premium: Time Last Bid Received On:02/05/2020 10:57:44 EST This proposal is made subject to all of the terms and conditions of the Official Bid Form, the Official Notice of Sale, and the Preliminary Official Statement, all of which are made a part hereof. Bidder: BNYMellon Capital Markets, Pittsburgh , PA Contact: Andrew Richless Title: Trader Telephone:212-815-5333 Fax: Issuer Name: Town of Lexington Company Name: Accepted By: Accepted By: Date: Date: °1 t,,, li--II`;°ed lU,,,,lU,,,,C,AIH rigIlitls reserved, https://www.newissuehome.i-deal.com/Parity/asp/main.asp?frame=content&page=parityB id... 2/5/2020 PARITY Bid Form Page I of I Upcoming Calendar Overview ................................................................................................................................................................................... Result Excel UMB Bank, N.A. - Dallas , TX's Bid :. A.0 AW Wu ' Lexington (Town) $9,570,000 General Obligation Municipal Purpose Loan of 2020 Bonds For the aggregate principal amount of$9,570,000.00, we will pay you $11,027,081.25, plus accrued interest from the date of issue to the date of delivery. The Bonds are to bear interest at the following rate(s): Maturity Date Amount$Coupon % ield % Dollar Price Bond Insurance 02/01/2021 13460M 5.0000 L.8000 104.035 02/01/2022 13450M 5.0000 0.8100 108.158 02/01/2023 1,430M 5.0000 0.8100 112.257 02/01/2024 1,420M 5.0000 0.8200 116.280 02/01/2025 1,230M 5.0000 0.8200 120.302 02/01/2026 520M 5.0000 0.8700 123.962 02/01/2027 515M 5.0000 0.9300 127.393 02/01/2028 515M 4.0000 1.0100 122.831 02/01/2029 515M 4.0000 11.0900 124.793 02/01/2030 515M 4.0000 1.1500 126.764 Total Interest Cost: $13 901,015.00 Premium: $114571081.25 Net Interest Cost: $4431933.75 TI C: 0.980717 Total Insurance Premium: $0.00 Time Last Bid Received On:02/05/2020 10:58:17 EST This proposal is made subject to all of the terms and conditions of the Official Bid Form, the Official Notice of Sale, and the Preliminary Official Statement, all of which are made a part hereof. Bidder: UMB Bank, N.A., Dallas , TX Contact: Steve Madden Title: Underwriter Telephone:214-389-5937 Fax: Issuer Name: Town of Lexington Company Name: Accepted By: Accepted By: Date: Date: °1 t,,, li--II`;°ed lU,,,,lU,,,,C,AIH rigIlitls reserved, https://www.newissuehome.i-deal.com/Parity/asp/main.asp?frame=content&page=parityB id... 2/5/2020 PARITY Bid Form Page I of I Upcoming Calendar Overview ................................................................................................................................................................................... Result Excel Roosevelt & Cross, Inc. - New York , NY's Bid .� Lexington (Town) $9,570,000 General Obligation Municipal Purpose Loan of 2020 Bonds For the aggregate principal amount of$9,570,000.00, we will pay you $11,151,536.00, plus accrued interest from the date of issue to the date of delivery. The Bonds are to bear interest at the following rate(s): Maturity Date Amount$Coupon % ield % Dollar Price Bond Insurance 02/01/2021 13460M 5.0000 L.8000 104.035 02/01/2022 13450M 5.0000 0.8100 108.158 02/01/2023 1,430M 5.0000 0.8100 112.257 02/01/2024 1,420M 5.0000 0.8200 116.280 02/01/2025 1,230M 5.0000 0.8200 120.302 02/01/2026 520M 5.0000 0.8600 124.028 02/01/2027 515M 5.0000 0.9300 127.393 02/01/2028 515M 5.0000 1.0000 130.556 02/01/2029 515M 5.0000 11.0800 133.414 02/01/2030 515M 5.0000 1.1500 136.155 Total Interest Cost: $23039,550.00 Premium: $115811536.00 Net Interest Cost: $4581014.00 TI C: 0.998265 Total Insurance Premium: $0.00 Time Last Bid Received On:02/05/2020 10:53:35 EST This proposal is made subject to all of the terms and conditions of the Official Bid Form, the Official Notice of Sale, and the Preliminary Official Statement, all of which are made a part hereof. Bidder: Roosevelt& Cross, Inc., New York , NY Contact: Joe Daly Title: Telephone:212-742-2295 Fax: 212-509-7908 Issuer Name: Town of Lexington Company Name: Accepted By: Accepted By: Date: Date: °1 t,,, li--II`;°ed lU,,,,lU,,,,C,AIH rigIlitls reserved, https://www.newissuehome.i-deal.com/Parity/asp/main.asp?frame=content&page=parityB id... 2/5/2020 PARITY Bid Form Page I of I Upcoming Calendar Overview ................................................................................................................................................................................... Result Excel UBS Financial Services Inc. - New York , NY's Bid IF .� .0 AW Wu . Lexington (Town) $9,570,000 General Obligation Municipal Purpose Loan of 2020 Bonds For the aggregate principal amount of$9,570,000.00, we will pay you $11,143,304.59, plus accrued interest from the date of issue to the date of delivery. The Bonds are to bear interest at the following rate(s): Maturity Date Amount$Coupon % ield % Dollar Price Bond Insurance 02/01/2021 13460M 5.0000 L.8400 103.996 02/01/2022 13450M 5.0000 0.8500 108.076 02/01/2023 1,430M 5.0000 0.8500 112.131 02/01/2024 1,420M 5.0000 0.8600 116.110 02/01/2025 1,230M 5.0000 0.8600 120.086 02/01/2026 520M 5.0000 0.9000 123.765 02/01/2027 515M 5.0000 0.9700 127.084 02/01/2028 515M 5.0000 1.0400 130.200 02/01/2029 515M 5.0000 11.1600 132.611 02/01/2030 515M 5.0000 1.2600 134.926 Total Interest Cost: $23039,550.00 Premium: $115731304.59 Net Interest Cost: $4661245.41 TI C: 1.016782 Total Insurance Premium: Time Last Bid Received On:02/05/2020 10:49:54 EST This proposal is made subject to all of the terms and conditions of the Official Bid Form, the Official Notice of Sale, and the Preliminary Official Statement, all of which are made a part hereof. Bidder: UBS Financial Services Inc., New York , NY Contact: Michael Ciliento Title: Executive Director Telephone:212-713-3000 Fax: Issuer Name: Town of Lexington Company Name: Accepted By: Accepted By: Date: Date: °1 t,,, li--II`;°ed lU,,,,lU,,,,C,AIH rigIlitls reserved, https://www.newissuehome.i-deal.com/Parity/asp/main.asp?frame=content&page=parityB id... 2/5/2020 PARITY Bid Form Page I of I Upcoming Calendar Overview ................................................................................................................................................................................... Result Excel INTL FCStone Financial Inc. -Atlanta , GA's Bid .� .0 AW Wu . Lexington (Town) $9,570,000 General Obligation Municipal Purpose Loan of 2020 Bonds For the aggregate principal amount of$9,570,000.00, we will pay you $11,053,183.50, plus accrued interest from the date of issue to the date of delivery. The Bonds are to bear interest at the following rate(s): Maturity Date Amount$Coupon % ield % Dollar Price Bond Insurance 02/01/2021 13460M 5.0000 L.8000 104.035 02/01/2022 13450M 5.0000 0.8000 108.178 02/01/2023 1,430M 5.0000 0.8100 112.257 02/01/2024 1,420M 5.0000 0.8200 116.280 02/01/2025 1,230M 5.0000 0.8300 120.248 02/01/2026 520M 5.0000 0.8900 123.831 02/01/2027 515M 5.0000 0.9500 127.238 02/01/2028 515M 4.0000 1.0300 122.659 02/01/2029 515M 4.0000 11.1500 124.215 02/01/2030 515M 5.0000 1.2300 135.260 Total Interest Cost: $13 952,343.33 Premium: $114831183.50 Net Interest Cost: $4691159.83 TI C: 1.032170 Total Insurance Premium: $0.00 Time Last Bid Received On:02/05/2020 10:59:46 EST This proposal is made subject to all of the terms and conditions of the Official Bid Form, the Official Notice of Sale, and the Preliminary Official Statement, all of which are made a part hereof. Bidder: INTL FCStone Financial Inc., Atlanta , GA Contact: James Posthauer Title: Tel e phone:470-378-3390 Fax: Issuer Name: Town of Lexington Company Name: Accepted By: Accepted By: Date: Date: °1 t,,, li--II`;°ed lU,,,,lU,,,,C,AIH rigIlitls reserved, https://www.newissuehome.i-deal.com/Parity/asp/main.asp?frame=content&page=parityB id... 2/5/2020 PARITY Bid Form Page I of I Upcoming Calendar Overview ................................................................................................................................................................................... Result Excel Robert W. Baird & Co., Inc. - Red Bank , NJ's Bid :. IF Lexington (Town) $9,570,000 General Obligation Municipal Purpose Loan of 2020 Bonds For the aggregate principal amount of$9,570,000.00, we will pay you $11,135,232.55, plus accrued interest from the date of issue to the date of delivery. The Bonds are to bear interest at the following rate(s): Maturity Date Amount$Coupon % ield % Dollar Price Bond Insurance 02/01/2021 13460M 5.0000 L.8300 104.006 02/01/2022 13450M 5.0000 0.8500 108.076 02/01/2023 1,430M 5.0000 0.8500 112.131 02/01/2024 1,420M 5.0000 0.8600 116.110 02/01/2025 1,230M 5.0000 0.8800 119.978 02/01/2026 520M 5.0000 0.9000 123.765 02/01/2027 515M 5.0000 0.9500 127.238 02/01/2028 515M 5.0000 1.0300 130.289 02/01/2029 515M 5.0000 11.1000 133.213 02/01/2030 515M 5.0000 1.1500 136.155 Total Interest Cost: $23039,550.00 Premium: $115651232.55 Net Interest Cost: $4741317.45 TI C: 1.034962 Total Insurance Premium: $0.00 Time Last Bid Received On:02/05/2020 10:56:29 EST This proposal is made subject to all of the terms and conditions of the Official Bid Form, the Official Notice of Sale, and the Preliminary Official Statement, all of which are made a part hereof. Bidder: Robert W. Baird & Co., Inc., Red Bank , NJ Contact: charles massaro Title: director Telephone:732-576-4410 Fax: 732-576-4420 Issuer Name: Town of Lexington Company Name: Accepted By: Accepted By: Date: Date: °1 t,,, li--II`;°ed lU,,,,lU,,,,C,AIH rigIlitls reserved, https://www.newissuehome.i-deal.com/Parity/asp/main.asp?frame=content&page=parityB id... 2/5/2020 U) X r I rn M ti N N C O � M M N N N N m 00 00 3 N N E %AVI r r C m � r co ICJ � d (.0 C9 L 4-0 rAj r IL = rn 0')— 60� 60- 00 00 0 ca � � O m oN oN co o '� '� C) L O ti ti r as � � 0 0 0 0 0 0 o O V O co cfl cfl ti Ln Ln U Z O O CD CD O M ti N L C M O co LO CD O m }' N r r M r r N r 0 � CD M C9 r Z I- M r ON N LO r N O b9 63 Ef}69-W- r)-Ef} Q O r 0 0 0 M 0 0 N O O Lf) O 00 ti ti ti 00 ti r- a) CO ti ti ti LO f` f` N rqzT It M It It O O O O ti O O f,F}r r r e!}r r 6}Q}e} En}Ef)- M O qt LO f` O r ICT O M N r O CO E O m 't O r M I- O N N f� M N co 00 fl- CD Ln Lf) Oc\i C9 Nt •E M OO OLO 't N M — L 64 63 60-H}ff3 Q9�Efl a .0 _ O o 0 0 0 0 0 0 0. L0000000 0 0= M r` OOOLO00 _ r N N N r N N Q co N N N N co co co co co N }� Q N N N N N N N Q M 00 CO CO 00 Co-C6 co C0 co co co co co N N•� N N N N N C 0 •L Ln Ln Lf) Lf) Lf) Lf) Lf) a �V>�� ta� V N N N N W LO Z ' L • o 6 6 o M M C7 O 'A N N N No � N N N N � • • • • • • O M E 0 � N N U) W •� N L W >1 U (2) J o o L L U v L � Y L U L Qj 4) CO m _--.- 0) m J O +r m O N L o ° tea ° � � � °' c' � a'� CU O L Q N V _ (1) U)CL _ ti) GGGGGmoC O - � ma � U Q = � Hm111topSecurjbes'j1*' A H11111top,Holdings Company BOND SUMMARY STATISTICS Town of Lexington,Massachusetts General liga io Municipal ose Loan of 2020 o s Dated February13,2020 Dated ate 2/13/202 Delivery Date 02/13/202 Last Maturity 02/01/200 Arbitrage Yield 0.9 7 91% True Interest Cost(TIC) 0.941741% Net Interest Cost (NI } 1.051 3% All-In TIC 1.1376 % Average Coupon 4.749420% Average Fife(years) 4.362 Weighted Average Maturity(years) 4.544 Duration of Issue(years) 4.091 Par Amount 85315,000.00 Bond Proceeds 1)6693 . 5 Total Interest 1,72 1)511.67 Net Interest 311) 0.55 Total Debt Service K037,511.67 Maximum Annual Debt Service 1,632,611.67 Average Annual Debt Service I 07i 108.19 Underwriter's_Fees(per 1000) Average Takedown Other Fee 1.602325 TotalUnderwriter's Discount 1.602325 Bid Price 116.17 55 Par veae Average Bond ComponentValue Price Coupon Life Bond Component 8X500.00 116.288 .79% 4.362 ,3159 .0 .362 All-In Arbitrage TIC TIC Yield Fear Value 8X500.00 8931500.00 8X5AO.00 +Accrued Interest •Premium(Discount) L3 , 5 . 5 L354,354.45 L3541354.45 ®Underwriter's Discount (13,323.33) (13,323.33) ®Cost of Issuance Expense (7 ,52.22) ®Other Amounts Target Value 9,656031.12 9,579,488.90 , 9,35 5 Target Date 2/13/2020 02/13/22 02/13/2 2 Yield 17 % 1.137609% 0.907891% Feb5,2020 11.-38 am Preparedy Hilltop to ec rities®Public Finance( eh) Page 2 VOTE OF THE SELECT BOARD I, the Clerk of the Select Board of the Town of Lexington, Massachusetts (the "Town"), certify that at a meeting of the board held February 10, 2020, of which meeting all members of the board were duly notified and at which a quorum was present, the following votes were unanimously passed, all of which appear upon the official record of the board in my custody: Voted: that the sale of the $8,315,000 General Obligation Municipal Purpose Loan of 2020 Bonds of the Town dated February 13, 2020 (the "Bonds"), to Fidelity Capital Markets, a Division of National Financial Services LLC at the price of $9,656,031.12 and accrued interest is hereby approved and confirmed. The Bonds shall be payable on February 1 of the years and in the principal amounts and bear interest at the respective rates, as follows: Interest Interest Year Amount Rate Year Amount Rate 2021 $112401000 5.00% 2026 $4851000 5.00% 2022 112301000 5.00 2027 4851000 5.00 2023 1,205,000 5.00 2028 48500 5.00 2024 112001000 5.00 2029 48000 4.00 2025 110251000 5.00 2030 4801000 4.00 Further Voted: to approve the sale of$5,268,223 General Obligation Bond Anticipation Notes of the Town dated February 14, 2020, payable February 12, 2021 (the "Notes") to Oppenheimer& Co., Inc. at par and accrued interest plus a premium of $371720.48. Further Voted: that in connection with the marketing and sale of the Bonds, the preparation and distribution of a Notice of Sale and Preliminary Official Statement dated January 29, 2020 and a final Official Statement dated February 5, 2020 each in such form as may be approved by the Town Treasurer, be and hereby are ratified, confirmed, approved and adopted. Further Voted: that in connection with the marketing and sale of the Notes, the preparation and distribution of a Notice of Sale and Preliminary Official Statement dated January 29, 2020 and a final Official Statement dated February 5, 2020, each in such form as may be approved by the Town Treasurer, be and hereby are ratified, confirmed, approved and adopted. Further Voted: that the Town Treasurer and the Select Board be, and hereby are, authorized to execute and deliver continuing and Significant events disclosure undertakings in compliance with SEC Rule 15c2-12 in such forms as may be approved by bond counsel to the Town, which undertakings shall be incorporated by reference in the Bonds and Notes, as applicable, for the benefit of the holders of the Bonds and Notes from time to time. Further Voted: that we authorize and direct the Town Treasurer to establish post issuance federal tax compliance procedures and continuing disclosure procedures in such forms as the Town Treasurer and bond counsel deem sufficient, or if such procedures are currently in place, to review and update said procedures, in order to monitor and maintain the tax-exempt status of the Bonds and Notes and to comply with relevant securities laws. Further Voted: that each member of the Select Board, the Town Clerk and the Town Treasurer be and hereby are, authorized to take any and all such actions, and execute and deliver such certificates, receipts or other documents as may be determined by them, or any of them, to be necessary or convenient to carry into effect the provisions of the foregoing votes. I further certify that the votes were taken at a meeting open to the public, that no vote was taken by secret ballot, that a notice stating the place, date, time and agenda for the meeting (which agenda included the adoption of the above votes)was filed with the Town Clerk and a copy thereof posted in a manner conspicuously visible to the public at all hours in or on the municipal building that the office of the Town Clerk is located or, if applicable, in accordance with an alternative method of notice prescribed or approved by the Attorney General as set forth in 940 CMR 29.03(2)(b), at least 48 hours, not including Saturdays, Sundays and legal holidays, prior to the time of the meeting and remained so posted at the time of the meeting, that no deliberations or decision in connection with the sale of the Bonds or the Notes were taken in executive session, all in accordance with G.L. c.30A, §§18-25, as amended. Dated: February 10, 2020 Clerk of the Select Board 82375404v.1 2 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Approve the FY2021 Recommended Budget PRESENTER: ITEM NUMBER: Carolyn Kosnoff,Assistant Town Manager for F inane e I.7 SUMMARY A vote is requested for this agenda item. Based on the Select Board's review and changes to the Town Manager's FY2021 Preliminary Budget and Financing Plan, staff has revised the FY2021 budget for approval. Changes from the Preliminary Budget and Financing Plan are summarized in the attached crosswalk and an updated Program Summary is provided. Staff have also provided a blacklined DRAFT version of the Brown Book sections that have change since publishing the White Book for the Board's review. If approved, the Select Board's recommended budget will be forwarded to the financial committees and Town Meeting Members (the Brown Book). SUGGESTED MOTION: Move to approve the FY2021 Recommended Budget and Financing Plan, as shown in Column D of the Program Summary(beginning on pg. I-2) and authorize staff to make non-substantive changes, including the sub-classification of debt service line items 2410-2430 (not changing the total of line 2400). FOLLOW-UP: Staff will prepare the FY2021 Recommended Budget, for electronic distribution to Town Meeting Members and the financial committees by February 21, 2020. DATE AND APPROXIMATE TIME ON AGENDA: 2/10/2020 9:25pm ATTACHMENTS: Description Type F) r3udget(,'..,r(.)ssw,a,lk f3kickup Material F) Prugt-arri Surrtnary Re c o ry-iry-c'-tl d,e d 1.3ackup Material F) Draft Budget I�.'xtnict Blackline fr(-.)m Whitebook f3kickup Material CIA O p O N ct ct c v C3 o N �', I M ct M U N •� ct cn M U O U bJOO ^ ,- cn4-4 ct O U O ct ,r O c� .t+ � �, I ct � U W ccil I cn '� ,� ,� O N ,� Nu ,-� O U l� l— 00 r--+ l� O O `O l� r- N � vn r- O `O �c a� 'Ic `O oll) cl*) � 00 kn O M (n 00 O OO N O `O r--� I ' cl� 00 I Ic r--+ O v> O l� l� O O (n C� M t kna� IV N M 00 r--+ (n Oo N N `Oel O r--+ N 00 I 00 N eq -(A � � -(�Oq -CA -Eoq -(�Oq TQOq �Oq I -b� -Eoq Aaoq -b� -Eoq -(�Oq � -CA -Eoq -(Qoq -(�Oq -EoqsrS O C7� C7� r- `O M O l� O l� l— r--� N 00 M k-n 0o O kn In ' M O �n ^+ N r--+ O N O `O In 00 O M 00 00 Vn O M M O m kn 0 O O bA ., ., ., ., ., ., ., ., ., ., WN ., rN ., l� r--+ N 00 �n kn N O M M I N 00 N r--+ M f fw� ff} ff} -CA f� ff} f;oq -CA 6l� I -�Oq f;Oq ff} A�Oq ff} ff} f� foq fl� ff} ff} f� us fl� 00 OO kn r--+ r--+ O m r-� I kr) INC � `O N r--+ oo kn O O 0111) M OO M -t 00 N M It M Cl) kn 11C 00 � r- M r--+ OO O O a� t- C `O a1 a1 OO O INC O O kn \p I M M `O r-- kn � N � O O OO \z `O C7� OO kn O r- N kn OO N O� M tt O O `O In M I � `O Oo N 01� N kn r-� .� OO N I CJ O C4 WN ct ct cn ct C�O v ct ct4-0 0 ct ct ct ONO CIO ct o ��'0 � .o .ow w w �o ct ct ct ,.., Ct ct ct ct +- bJ ct r C �, Section I Budget Overview Town of Lexin tonLexington, MA Summary of Revenues and Expenditures The summary below shows revenues &expenditures for the Town of Lexington for FY2018-FY2021. It reflects actual results of FY2018 and FY2019, FY2020 estimated revenues and budgeted expenditures submitted to the Department of Revenue for the certification of the FY2020 tax rate, and the budget recommendations of the Town Manager and School Superintendent for FY2021 budget and projected revenues to support those recommendations. FY2018 FY2019 FY2020 FY2021 Revenue Summary Actual Actual Recap Projected Tax Levy $ 169,332,125 $ 176,841,054 $ 184,821,513 $ 192,311,761 State Aid $ 15,737,052 $ 16,013,450 $ 16,283,199 $ 16,517,703 Local Receipts $ 16,738,860 $ 16,968,556 $ 14,082,119 $ 14,280,713 Local Receipts not shown on $ — $ — $ — $ — Recap Available Funds $ 14,834,463 $ 14,485,806 $ 14,314,142 $ 14,942,168 Other Available Funds: Use of $ 324,500 $ 573,500 $ 0 $ — Capital Stabilization Fund Revenue Offsets $ (2f027f038) $ (2,0731590) $ (11860 f652) $ (21181,086) Enterprise Funds (Indirect) $ 1,674,111 $ 1,646,939 $ 1,696,348 $ 1,749,435 Total General Fund $ 216,614,073 $ 224,4551715 $ 229,336,668 $ 237,620,694 General Fund Expenditure Summary Education Lexington Public Schools $ 102,251,912 $ 106,551,278 $ 113,553,757 $ 118,357,656 Minuteman Regional School $ 1,670,351 $ 2,126,217 $ 2,470,131 $ 2,863,147 Subtotal Education $ 103,922,263 $ 108,677,495 $ 116,023,888 $ 1211 220,803 Municipal Departments $ 35,897,045 $ 37,268,967 $ 40,276,016 $ 41,582,360 Shared Expenses Benefits &Insurance $ 31,158,114 $ 32,050,719 $ 36,512,823 $ 37,964,483 Property Insurance &Solar $ 1,174,349 $ 1,196,956 $ 1,542,304 $ 1,505,000 Debt (within-levy) $ 9,388,135 $ 10,851,703 $ 9,853,984 $ 10,517,445 Reserve Fund $ — $ — $ 900,000 $ 750,000 Facilities $ 10,334,480 $ 10,7321720 $ 111732,346 $ 11,990,390 Subtotal Shared Expenses $ 521 055,078 $ 54,832,098 $ 60,541,457 $ 62,727,317 Capital Cash Capital (designated) $ 61421,619 $ 7,549,138 $ 8,137,274 $ 7,827,011 Subtotal Capital $ 6,421,619 $ 71549,138 $ 81137,274 $ 7,827,011 Other Other (allocated) $ 10,133,271 $ 5,674,348 $ 4,358,036 $ 4,038,203 Other (unallocated) $ — $ — $ — $ 225,000 Subtotal Other $ 10,133,271 $ 5,674,348 $ 41358,036 $ 41263,203 Total General Fund $ 208,429,276 $ 214,0021046 $ 229,336,671 $ 237,620,694 General Fund Surplus/ $ 81184,798 $ 10,453,669 $ (3) $ — (Deficit) FY2021 Recommended Budget & Financing Plan February 21, 2020 I-1 O N O N >1 L O :3 O O Q O O O O O O O O O O O O O O O O O O Q O O Q L \ \ \ u O M •--i 00 I� M 00 O co M al I� �O ,-� M I� I� O rl CD O co Li U.\ _\ N O� � M -r- O I M C1 N I N I I �0 I� 00 l0 l0 N LU m Ln � � �--� M M 00 cV O l0 ,O l0 N M N M M O �.q Ln O M I-, a1 CDLn O O N M ,--i �..� CD to CDO � T--i f V to O O V- �p %.O 00 Q 00 O O O O M M to M M ko O N 1. 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IL I "� IResidents,of Lexington Town Meeting Board f C hool, Selectmen Committee Y� Li b,ri r T:rjsteue r<w Superintendent L gaII uinsiel Tmom IM rm tiger Comptroller Cary Memijorial Library Public Far ci Ries Educational all Programs „ w Culture La rW�d LI 9 General H�uii a n- wer`ii�:ea:� H ea Ith and ur p imp �r."� �u ic Safety Ie,l,rur���a�tiw�ir� awe;riir7iment eviel m �t r , Administration La-,w Cary rear rmrriari Bumldir rig an d irnn'°�i r°�i��mw�tratiJ�r� ., Tru Manager a�ger r°g ine ring Enforce m e t Lil rarer Z m rm u di hi hi a Ili hie 'Re reatian and wEreni,air'fier icwua Highway Cross"in, Guards� o mu n ty im u!r�ity im i 6istrati��n a Committees rw Youth oal"°md Pamrrrl�ul P` t l iiiii c Ground C ns ar arti<�rmr Fi rm anc Animal Gaintrol Servicei.s fin, ad 1 ,1 0 � En iiron mental' V terains" Health Tuvi n Clerk Services Services Hire and I escue , hiwhi �� ,�r�wrys� r°tati,o�ri Ir°�f�m,riirm-owetr�mr°r '" ,oeter,Enterprise rw IN IF"I�arr�r°�rrm. im iur°��d` Services � T�'��idr°molog"° �u u' I �r �"i'. �n Dispatch Sewer Enterprise Eccniar is Devel o im ent I PIli-ewn iing Board �D, N U M 04 2� LIN 2� 2 2 2 2 2 im Co ul- LL i-- co m co o E E 2E im 73 10 N CL EL E E 2 > E 0 CC LL ic� "a :3 0 > LL E E E E 0 0 404 -01- 47 — u +9 IU) "E o '46 E 4- E C4 E —0 C14 0 0 - 0 co D .....=05 .......... 4*,a E E E E 0 0 ol 0 z z CT) 4�0 a) 0' 6L. C 4-0 75 E2 co 0 ow CL a) CL N, 0, 0 Vol" E o4 E Sm im E E IUL 46 C4 o E :17 4) a o La U) .0 M �—,U) 0 in E IS E E 0) U c 0 0 CD, 73 E 0 2 z co 0 OL 0 Eli lot 12 Section I Budget Overview Town of Lexington, MA Summary of Revenues and Expenditures The summary below shows revenues &expenditures for the Town of Lexington for FY2018-FY2021. It reflects actual results of FY2018 and FY2019, FY2020 estimated revenues and budgeted expenditures submitted to the Department of Revenue for the certification of the FY2020 tax rate, and the budget recommendations of the Town Manager and School Superintendent for FY2021 budget and projected revenues to support those recommendations. FY2018 FY2019 FY2020 FY2021 Revenue Summary Actual Actual Recap Projected Tax Levy $ 169,332,125 $ 176,841,054 $ 184,821,513 $ 192,311,761 State Aid $ 15,737,052 $ 16,013,450 $ 16,283,199 164517,703 1 21 Local Receipts $ 16,738,860 $ 16,968,556 $ 14,082,119 $ 141280,713 Local Receipts not shown on $ — $ — $ — $ — Recap Available Funds $ 14,834,463 $ 141485,806 $ 14,314,142 1449424168 1 A 0<I K Al Other Available Funds: Use of $ 324,500 $ 573,500 $ 0 — Capital Stabilization Fund 1 AAZ Win Revenue Offsets $ (21027,038) $ (21073f 590) $ (11860,652) (21181,086) Enterprise Funds (Indirect) $ 11674,111 $ 11646,939 $ 1,696,348 $ 11749,435 Total General Fund $ 216,614,073 $ 224,455,715 $ 229,336,668 237,620,694 General Fund Expenditure Summary Education Lexington Public Schools $ 102,251,912 $ 106,551,278 $ 113,553,757 118,357,656 1 1 Q A 0-7 '2 Minuteman Regional School $ 11670,351 $ 21126,217 $ 21470,131 248634147 Subtotal Education $ 1031 922,263 $ 1081 677,495 $ 116,023,888 121,220f 803 1 1 200 71Z 1 Municipal Departments $ 35,897,045 $ 371268,967 $ 40,276,016 41,582,360 1 <QQ -) Shared Expenses Benefits &Insurance $ 31,158,114 $ 32,050,719 $ 36,512,823 37,9649483 1-7 01A Property Insurance &Solar $ 1,174,349 $ 11196,956 $ 11542,304 $ 1,505,000 Debt (within-levy) $ 9,3881135 10,851,703 $ 91853,984 10,517,445 1 r� Q!Q A<Q 1 1-1 K7Q 7KI Reserve Fund $ — $ — $ 900,000 $ 750,000 Facilities $ 10,3341480 $ 10,732,720 $ 111732,346 $ 11,990,390 Subtotal Shared Expenses $ 52,055,078 54f 60 832 f 098 $ ,541,457 624 727f 317 e1Q 1 Q Q 1Z2 } (7 FY2021 Recommended Budget&Financing Plan February 21,2020 I-1 Section I Budget Overview Town of Lexington, MA Capital Cash Capital (designated) $ 61421,619 $ 71549,138 $ 81137,274 71827,011 7 7 CCU Subtotal Capital $ 61421,619 $ 71 549,138 $ 8,137,274 7f 827f 011 7 ') QQlf Other Other (allocated) $ 10,133,271 $ 51674,348 $ 41358,036 440384203 Other (unallocated) $ — $ — $ — 225,000 Subtotal Other $ 101133,271 $ 5,674,348 $ 4,358,036 44263f203 7 7AZ AZ 24 Total General Fund $ 208,429,276 214,002,046 $ 229,336,671 237,620,694 s General Fund Surplus/ $ 81184,798 10,451669 $ (3) $ — (Deficit) FY2021 Recommended Budget&Financing Plan February 21,2020 I-2 0 N N N w ct oI o oI IA 0 oI lot oI 1A 0 0 ORI o o 0 0 0I C`f 0 C, 0 0 z 0 V C O M +--� O�l 4. 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N �I U�,l -bf -Ui -Uf -UI -Uf _bm -Ei luf -f m C% =O Ln o LA M 00 M oo Ln rn ,� � ,--I ,--1 Ln pp Ln LA ._ N �0 co � ,� O n v � n 00 00 O 0o Ln a..� �--i O �..1 M O N O O to N O I� N �--i O O - 01 1 N Ln M O M, " O rl m M Ln r-, O M (V Ln m N M N "o M M V- 00 M 01 rn O 00 Ln n � M C a N VU. I% M a col -req] � = N N Lni -bm 'u-f II -i -f -bm im -bm -bm im u:,,f -bf im U. O N Q m 016 m < u Ln ct =O � 0 CL = a Z 3 as LL 'Q U)Ul ca N v� LL = Q) ca _ � m 0,6 ro W L =ON Cy cl O _ c V c 7�C �O O O E ca � ro > a, M L O O U O w oC U w 0LO X nO Ln a W ul H LLI zi I V H o � U O O Section II: Revenues This section includes detailed information about FY2021 Projected Revenues. It includes: • General Fund Revenue Description II-2 FY2021 Recommended Budget&Financing Plan February 21,2020 II-1 Section 11 Revenues Town of Lexington, Massachusetts The summary below presents General Fund Operating Revenues, Total General Fund Revenues and Net General Fund Revenues. General Fund Operating Revenues include all revenues projected as available for use in FY2021 whose sources recur annually. Total General Fund Revenues include annually recurring and non-recurring sources of revenue. Net General Fund Revenues are Total General Fund Revenues less revenues recommended to be set-aside to fund designated purposes. In FY2021, Total General Fund Revenues are projected to increase by approximately $a.28 million, or 3.6%. Net General Fund Revenues, those available to support school and municipal operating budgets, are projected to increase by 9.14 million, or ., 4.2%. FY2018 FY2019 FY2021 FY2020-21 Change General Fund Revenue Summary Actual Actual FY2020 Recap Projected $ 0/0 Property Tax Levy(Table 1) $ 1691332,125 $ 1761841,054 $ 184,821,513 $ 192,311,761 $ 71490,249 4.05% State Aid(Table 2) $ 15,737,052 $ 16,013,450 $ 16,283,199 1 1645174703 1 2344504 1.44% 1 C� �}1/i =1.7,%J JL'11'2(11 A Local Receipts(Table 3) $ 16,738,860 $ 16,968,556 $ 14,082,119 $ 14,280,713 1$ 198,594 1 1.41% Available Funds(Table 4) $ 14,834,463 $ 14,485,806 $ 14,314,142 1 14,942,168 1 628,026 4.39% 3 ' 7 Other Available Funds-Use of Capital $ 324,500 $ 573,500 $ — _ 0 -% Stabilization Fund (Table 4a) — Revenue Offsets(Table 5) $ (21027,038) $ (21073,590) $ (11860,652) 1 (2418140861 320 434 17.22% s � 1 . Enterprise Receipts(Table 6) $ 11674,111 $ 11646,939 $ 11696,348 $ 11749,435 $ 53,087 3.13% Total General Fund Operating $216,614,073 $224,4551715 $229,336,668 $237,620,694 8,284,025 3.61% Revenues "7�l 1 AZA 4 1 �l '2 l 9 9 7 9 Less-Revenues Set-Aside for $ 16,879,390 $ 131651,982 $ 12,495,310 1 1146414422 853 888 6.83 % Designated Purposes Net General Fund Revenues $199,734,683 $210,803,733 $216,841,358 $225,979,271 9,137,913 4.21% 2 7 9 % ? 7 Detailed Description: Property Tax Levy: The FY2021 property tax levy is projected to increase approximately $7.49 million, or 4.1%. The projected levy is a function of the FY2020 levy limit increased by 2.5% per Proposition 21/2, plus an increment for new growth. FY2021 new growth will be a function of construction activity for the period July 1, 2019 to June 30, 2020. FY2021 new growth is estimated at $2,750,000 based on a review of historical data on new growth. State Aid: The main driver of state aid increases in FY2017 and FY2018 was education aid (Chapter 70). In FY2018, Lexington finally received its full funding under the Chapter 70 formula; therefore, much smaller increases of 1.57% and 1.55% were received for FY2019 and FY2020. An increase of -2 o ..w.. ($- s 1de® 1.510/o is projected for FY2021.,, based on the Governor's buds Unrestricted Government Aid is projected to grow 2.80%, for a combined increase of 1.44%. Final FY2021 State aid numbers are likely to be known in June 2020 when the Legislature adopts, and the Governor signs, the FY2021 State budget. Local Receipts: FY2021 projections for each category of receipt are based on the history of actual collections and projections of 3 and 5 year historical averages. FY2021 local receipts are estimated to increase by approximately $198,594 or 1.41% over FY2020 estimates. The main contributors to this FY2021 Recommended Budget&Financing Plan February 21,2020 II-2 Section II Revenues Town of Lexington, Massachusetts growth are increases in Motor Vehicle Excise taxes, and Payments in Lieu of Taxes, which reflects the renegotiation of the Town's agreement with Brookhaven. Available Funds: Available Funds are projected to remain relatively stable, with an increase of $&3&4, &1-JkZa,026, or .39%. This is a net change, due primarily to a higher amount of certified free cash, and the addition of $200,000 from the Visitor Center Stabilization Fund. FY2021 Available Funds includes a transfer $141,000 from the Transportation Demand Management Stabilization Fund to finance the Lexpress service and the Town's contribution to the REV Shuttle, consistent with prior years. In FY2021, $40&,-G�$O is proposed to be drawn from the Capital Stabilization Fund to fund the ongoing mitigation of within-levy debt service. No funds were needed for this purpose in FY2020. Revenue Offsets: Revenue Offsets are projected to increase by approximately$28-3.-6-2-3jaaQ.,434 or 45-.24%17.22%. Revenue Offsets represent the set-aside of a portion of projected revenues legally required for particular purposes including: (1) the component of state aid (Public Library aid reimbursement) that is distributed as Cherry Sheet aid, but, in fact, is a categorical grant that is not available to support General Fund operations; (2) cherry sheet assessments - estimated charges to be levied by the Commonwealth to cover the costs of state and regional services provided to the ® ;Town, based on updated projections issued alongside the Governor's budget (3) the Assessor's Overlay account which covers the cost of abatements and exemptions granted to property taxpayers; and, (4) potential snow and ice deficits. The FY2021 increase in total Revenue Offsets is driven by the set-aside of $400,000 in estimated FY2021 revenue to cover a potential snow and ice deficit at the end of FY2020. For FY2020, $400fOOO was set-aside, but did not end up being needed since actual FY2019 snow and ice removal expenses fell within their budgeted levels. Enterprise Receipts: This category of revenue represents transfers from the Water, Sewer and Recreation Enterprise Funds to the General Fund to cover General Fund expenditures that support the operations of the water, sewer and recreation departments. Enterprise Receipts are increasing by 11%, or $53,087 based on an updated indirect cost analysis. FY2021 Recommended Budget&Financing Plan February 21,2020 II-3 Section II Revenues Town of Lexington, Massachusetts MEN= OM= FY2021 FY2020-21 Change FY2018 Actual I FY2019 Actual FY2020 Recap Projected $ Table 1:Property Tax Levy Tax Levy $ 161,960,336 $ 169,402,066 $ 176,907,123 $ 184,938,304 $ 8,031,181 4.54% Prop.2.5% $ 41049f008 $ 41235,052 $ 4,422,678 $ 4,623,458 $ 200,780 4.54% New Growth $ 3,357,135 $ 3f270f005 $ 3f608f503 $ 2,750,000 $ (858,503) (23.79)% Override/Excess Levy Capacity $ (34f354) $ (66,069) $ (116,791) NA Subtotal $ 169,332,125 $ 1761841r054 $ 184y821,513 $ 192,311,761 $ 7Y4901249 4.05% Table 2:State Aid Chapter 70 $ 13,998,894 $ 14,217,984 $ 14f438f034 14,656x494 218,460 1.51% 44�-�, � 4-74�, 4,240%, Charter School Reimbursement $ 7,895 $ 6,532 $ 938 10,367 9,429 1,005.22%Unrestricted General Government Aid $ 1,531,029 $ 1f584,615 $ 1,627,400 14672,967 45,567 2.80% 1 K<0 QJQ 3254 -9 ,9- 2,00-OA- Veterans'Benefits&Exemptions $ 151,072 $ 154f023 $ 164,912 124,689 (40,223) (24.39)% 4647 94-2- --0-/0- Offsets(School Lunch&Library) $ 48,162 $ 50,296 $ 51,915 53,186 1,271 2.45% 5-3-� & 4-44-7- 4540, , , , 46- Subtotal $ 15,737,052 $ 16,013y45O $ 16,,283,199 16,517,703 1 234,504 1.44% 1 46496-9244- 21 0 15 1-.30 Table 3:Local Receipts Motor Vehicle Excise Tax $ 5,395,492 $ 5,649,362 $ 5f281f392 $ 5f465f000 $ 183,608 3.48% Other Excise $ 1f562f971 $ 1f659,673 $ 1,648f000 $ 1,648f000 $ - _% Penalties&Interest $ 1,090,335 $ 566,632 $ 341,500 $ 341,500 $ - _% PILOT's $ 658,680 $ 619,192 $ 668,000 $ 683f000 $ 15,000 2.25% Rentals $ 494,773 $ 459,765 $ 478,694 $ 478,694 $ - _% Departmental-Schools $ 494,775 $ 371,985 $ 420f500 $ 420,500 $ _% Departmental-Municipal $ 21611,729 $ 2,692,170 $ 2f554f300 $ 2,554,300 $ - _% Licenses&Permits $ 3,017,145 $ 2,725,133 $ 1f972,850 $ 1f973f350 $ 500 0.03% Special Assessments $ 19,038 $ 32,790 $ 14,882 $ 14,368 $ (514) (3.45)% Fines&Forfeits $ 208,800 $ 189,845 $ 202,000 $ 202f000 $ - _% Investment Income $ 1,027f739 $ 1,781f573 $ 500f000 $ 500,000 $ _% Miscellaneous Non-Recurring $ 157,384 $ 220f435 $ $ - $ _% Subtotal $ 16,738,8601$ 16,968,556 1$ 14yO82,119 1$ 14,280,713 1$ 19-875-94T 1.41 Table 4:Available Funds Parking $ 413f000 $ 413f000 $ 425,750 $ 385,000 $ (40f750) (9.57)% Cemetery Perpetual Care Fund $ 48,500 $ 50f000 $ 50f000 $ 50,000 $ _% Cemetery Sale of Lots Fund $ 421200 $ 55f090 $ 64,380 40,480 (23,900) (37.12)% 494,)64- Free Cash* $ 13f 269,721 $ 12f422f051 $ 12,201,094 12,716,777 515,683 4.23% 1 '710 g<l 1 0/�/�11Y_� & 54S-,53-7- 472510- Health Claims Trust Fund $ 750f000 $ 750f000 $ 750f000 $ 750,000 $ _% Transp.Demand Mgmt.Stab.Fund $ 141f000 $ 141f000 $ 141f000 $ 141f000 $ _% Traffic Mitigation Stabilization Fund $ 25f000 $ - $ - $ - $ _% Center Improvement District Stabilization Fund $ 27f000 $ 27,000 $ 27f000 $ - $ (27,000) (100.00)% PEG Access Special Revenue Fund $ - $ 623,267 $ 638,918 $ 6521,711 $ 13,793 2.16% Betterments Fund $ - $ 4,398 $ 16,000 $ 6,200 $ (9,800) (61.25)% Visitors Center Stabilization Fund $ - $ - $ - $ 2001000 $ 200,000 --- School Bus Stabilization Fund $ 18 $ - $ - $ - $ - _% Avalon Bay School Enrollment Mitigation Fund $ 45 $ - $ - $ - $ _% Balances from Prior Yr.Capital Articles $ 117,979 $ - $ - $ - $ - _% Subtotal $ 14,834,463 $ 141485r806 $ 14y314,142 1 14,942,168 1 628,026 4.39% I & 449452-964-X_ Table 4a:Other Available Funds Capital Stabilization Fund $ 324,500 $ 573f500 $ I I 1 445-9040- 445-9004- FY2021 Recommended Budget&Financing Plan February 21,2020 11-4 Section II Revenues Town of Lexington, Massachusetts Subtotal $ ® $ 573,500 $ = I --- I Table 5:Revenue Offsets Cherry Sheet Assessments $ (813,626) $ (923,294) $ (908,737) (977,900) (69,163) 7.61% 3,54%r- 0)40-,-5434 Cherry Sheet Offsets-Public Libraries $ (48,162) $ (50,296) $ (51,915) (53J86) 1 (1,271) 2.45% k53-,73-24& 0-," 3-.50-OA- Overlay(abatements) $ (900f000) $ (800f000) $ (goof 000) $ (750,000) $ 150,000 (16.67)% Snow Deficit $ (265f250) $ (300,000) $ — $ (400,000) $ (400,000) --- Subtotal $ (21027yO38) $ (2,,073,590) $ (11860,652)1 (2,181,OU6 1 (320,434J 17.22% $ PI 1 A A'I-7Z IIQI2 K1112 & 0 Table 6:Enterprise Receipts Water $ 8721458 $ 869,833 $ 894,573 $ 930,001 $ 35,428 3.96% Wastewater(Sewer) $ 546,827 $ 515,280 $ 532f094 $ 541,663 $ 9,569 1.80% Recreation&Community Programs $ 254,826 $ 261,826 $ 269,681 $ 277,771 $ 8,090 3.00% Subtotal $ 1,674,1111$ 1,646,939 1$ 1,696,348 1$ 1,749,435 1$ 53,087 1 3.13 Gross General Fund Revenues $ 216,614,073 $ 224,455,715 $ 229,336,668 1 237,620,694 1 8,284,025 3.61% 11 7�zl 0 J5-1- & 89444-97SJ— 3- Revenues Set Aside for Designated $ 16,879,390 $ 13,651,982 $ 12,495,310 1 11,641,422 1 (853,888 (6.83)0/o. Expenses ii 170104 Net General Fund Revenues Available for $ 199,734,683 $ 210,803,733 $ 216,841,358 1 225,979,271 1 9,137,913 4.21% Appropriation S- 111:'72 n 112#— S- 8-9888-967-W— 4.44-11 — Revenues Set Aside for Designated Expenses: This represents components of Gross General Fund Revenues that are set aside for designated purposes. The proposed purposes are shown in the table below. FY2021 Recommended Budget&Financing Plan February 21,2020 11-5 Section II Revenues Town of Lexington, Massachusetts Financing Sources Tax Levy Free Cash Other Total Notes 1 Set-Aside for Unanticipated $ 200,000 $ 200,000 Reserved for appropriation at the 2020 annual Current Fiscal Year Needs town meeting to fund supplemental appropriations to the FY2020 budget. 2 Other Post-Employment $ 750,000 $ 1,179,721 $ 11929,721 $750,000 from the tax levy made available from Benefits(OPEB) the proposed use of this amount from the Health Insurance Claims Trust Fund to fund FY2021 Health Insurance. 3 Unallocated 1 225,000 1 225,000 Set-aside for as yet to be identified FY2021 purposes. 4 Cash Capital 41284,027 4,284,027 9 9000- 9 9 5 Appropriate into Capital 1 164,987 1 1,524,579 1,689,566 To meet future capital/debt service needs. Stabilization Fund 6 Appropriate from Capital _ = Proposed use of Capital Stabilization Fund to hold Stabilization Fund debt service increases to 5%annually. W0 9 , 6 Transition Free Cash out of $ 700,000 $ 700,000 5-year plan to wean off Free Cash for Operating Budget Operating Budget-fiscal best practice 7 Street Improvement $ 21634,022 $ 21634,022 Consistent with long-term street Program maintenance plan. 8 Municipal Building Envelope $ 208,962 $ 208,962 Initially funded in 2006 override;increases by 2.5% and Systems per year. 9 Support of Community $ 218,916 $ 218,916 Center Program(Transfer to Article 12) 1 Subtotal 11 Revenue to Support $ — 2,200,000 2,200,000 Free Cash to support the FY2021 operating Operating Budget budget. 12 Retire Note for Land $ — $ 2,403,450 $ 2,403,450 To pay down notes issued for Pelham and Bedford Purchases-Debt Service St.over 5 years. Grand13 Total FY2021 Recommended Budget&Financing Plan February 21,2020 II-6 Section III: Program 1000m. Education This section includes detailed information about the FY2021 Operating Budget & Financing Plan for education. It includes: • 1100 Lexington Public Schools #SectionPage# • 1200 Minuteman Regional High School III-2 FY2021 Recommended Budget&Financing Plan February 21,2020 III-1 Program: Education 1100 Lexington Public Schools Town of Lexington,Massachusetts Budget Overview: The Regional High School subprogram budget is for the assessment levied by the Minuteman Regional Vocational Technical School District to support the operations of the School. Minuteman is a regional high school, located in Lexington and Lincoln, which provides technical and academic education for students in grades 9-12 from the Minuteman district, which includes 9 towns as of July 1, 2020, as well as out-of-district students. Minuteman Tech's programs include courses in Biotechnology, Environmental Science, Multi-media Engineering, Design and Visual Communication, Engineering and Robotics Automation, Cosmetology, Early Education and Teaching, Carpentry, Culinary Arts and Hospitality, Plumbing, Electrical, Health Occupations, Horticulture, Programming and Web Development, Automotive Technology, Welding and Metal Fabrication, Advanced manufacturing courses and a new Animal Science program, as well as four- year academic and college preparatory programs. In addition, post-graduate and adult students can pursue a variety of continuing education programs at Minuteman. Lexington's historical enrollment at Minuteman is shown in the table below as of October 1st of each year, the date that enrollments from school districts throughout the Commonwealth are reported to the Massachusetts Department of Elementary and Secondary Education. 10/1/2014 10/1/2015 10/1/2016 10/1/2017 10/1/2018 10/1/2019 High School Students 41.5 49.5 54 53.5 52 62 Post Graduate Students 3 2 1 1 1 4 IN Appropriated/Authorized Staffing: No Town staff are charged to this budget. Budget Recommendations The FY2021 recommended budget for the Minuteman Regional High School assessment is ; 2,863,147. This is a 5 393 016 or 244. 4%15.91% increase from the FY2020 ®budget. More than half of that amount ($251,653) is due to Belmont withdrawing from the district effective July 1, 2020, requiring the remaining 9 communities to absorb $1.5 million in costs. The remaining increase is attributed to additional debt service (40.87% increase) and operating costs (6.56% increase) for the new school building. Overall, the assessment incorporates ,'' 709 909 in debt service, of which $619,4-54465 is for the new school building, which opened in September 2019. The annual assessment is broken out as follows - FY2021 Recommended Budget&Financing Plan February 21,2020 III-2 1200 Minuteman Regional High School Program: Education Town of Lexington,MA g Category FY2019 FY2020 FY2021 $ Change % Change Minimum Required Contribution $ 767,722 $ 799,005 lx057x954 258x949 32.4% 964 �7� 1 < 71 W =Kj.7 0 Transportation Assessment $ 67,089 $ 86,714 83 f516 3 198) (3.7)% 1(1 Q'Z , Remaining Operating Assessment $ 810,755 $ 962,102 1x011,769 49f667 5.2% 1 7 -7O1 NJ 9 9 9 Capital/Debt Service $ 476,851 $ 618,510 709x909 91x399 14.8% -71 A IZ-)') K AI 1 9 9 Post-Graduate $ 3,800 $ 3,800 $ — $ (3,800) (100.0)% Total Assessment $ 2,126,217 $ 21470,131 2x863,147 393 f016 15.9% -) 11 10/_ 9 9 9Z.,2.X/V *Numbers may not add due to rounding. FY2021 Recommended Budget&Financing Plan February 21,2020 III-34 1200 Minuteman Regional High School Program: Education Town of Lexington,MA Column(s) have been removedfrom this table. Budget Summary: Funding Sources FY2018 FY2019 FY2020 FY2021 Dollar Percent Actual Actual Estimate Projected Increase Increase Tax Levy $1,670,351 $2,126,217 $ 21470,131 J 248634147 J 393,016 15.91% -$-522-)')< s Total11 Minuteman $1,670,351 $2,126,2171 ,131 FY2018 FY2019 FY2020 FY2021 Appropriation Actual Actual Appropriation Recommended Dollar Percent Summary Increase Increase Compensation $ — $ — $ — $ — $ — _% Expenses $1,670,351 $2,126,217 $ 21470,131 J 248634147 3934016 15.91 0Z 3156 522 225 244-4-J0 Total11 Minuteman $1,670,351 $2,126,2171 FY2018 FY2019 FY2020 FY2021 Level-Service Requests Actual Actual Appropriation Recommended Dollar Percent Increase Increase AftrN4tec—_ Total 1200 Minuteman $1,670,351 $2,126,217 $ 2,470,131 J 2,8634147 J 393,016 15.91% s m Total11 • 1 • 1 FY2018 FY2019 FY2020 FY2021 Object Code Summary Actual Actual Appropriation Recommended Dollar Percent Increase Increase Salaries&Wages $ — $ — $ — $ — $ — —% Overtime $ — $ — $ — $ — $ — —% Compensation $ — $ — $ — $ — $ — — Contractual Services $1,670,351 $2,126,217 $ 2,470,131 1 2,863,147 393,016 15.91% 9 > 7 24.4-4 Utilities $ — $ — $ — $ — $ — —% Supplies $ — $ — $ — $ — $ — —% Small Capital $ — $ — $ — $ — $ — —% Expenses $1,670,351 $2,126,217 $ 2,470,131 2,863,147 393,016 15.91% • 11 . 1 . 1 FY2021 Recommended Budget&Financing Plan February 21,2020 III-35 Section IV: Program 2000: Shared Expenses This section includes detailed information about the FY2021 Operating Budget & Financing Plan for shared expenses. It includes: • 2100 Employee Benefits IV-2 • 2200 Property & Liability Insurance #SectionPage# • 2300 Solar Producer Payments #SectionPage# • 2400 Debt Service IV 8 • 2500 Reserve Fund #SectionPage# • 2600 Public Facilities #SectionPage# FY2021 Recommended Budget&Financing Plan February 21,2020 IV 1 Program: Shared Expenses 2100 Employee Benefits&Insurance Town of Lexington,MA Mission: To provide and manage a comprehensive benefits program for Town and School employees and retirees. Budget Overview: Included in the Employee Benefits and Insurance program are costs for the Town's pension assessment, workers'compensation, unemployment insurance, health, dental and life insurance benefits and the Medicare tax. Employee Benefits is comprised of the following: • Contributory Retirement Assessment: The assessment of the Lexington Contributory Retirement System levied to the Town to finance a portion of retirement benefits of Town and non-teaching School employees. This assessment is issued pursuant to Massachusetts General Laws (MGL) Chapter 32 and is based on an actuarial valuation of the funding obligations of the Lexington Contributory Retirement System. In addition to this assessment, employee contributions - ranging from 5% to 11% depending on date of hire - provide the majority of pension system funding. • Non-Contributory Retirement: The cost of benefits for employees who retired prior to the creation of the Lexington Contributory Retirement System. • Employee/Retiree Benefits: The Town's annual contribution for health, dental and life insurance for active Municipal and School Department employees and retirees, and the Town's 1.45% share of Medicare tax for all employees hired after 1986. • Unemployment Compensation: The cost of unemployment payments for eligible employees separated from Municipal or School Department employment. The Town self-insures for this expense. • Workers' Compensation: The medical costs incurred by Municipal and School employees injured on the job, and medical costs of former public safety employees who retired on accidental disability. The Town largely self-insures for this expense, but purchases estop loss" insurance for extraordinary work-related medical claims. The premiums for that insurance are captured in the Workers' Compensation budget. Authorized/Appropriated Staffing: Staff support is provided through the Town Manager's Office, Human Resources and the Finance Department. Portions of the salaries of three employees are charged to the General Fund health insurance budget. FY2021 Recommended Budget&Financing Plan February 21,2020 IV-2 Program: Shared Expenses 2100 Employee Benefits&Insurance Town of Lexington,MA Budget Recommendations: The FY2021 recommended All Funds Employee Benefits and Insurance budget is 38,098,069. This is a ,, 1,456,250 or 3.97% increase from the FY2020 budget. The recommended budget includes the benefits costs (health, dental, life, Medicare and workers'compensation) for all municipal and school staff and retirees as of November 1, 2019. Changes Include: 1. A $280,000, or 4.37% increase in Contributory Retirement based on a funding schedule included in the January 1, 2018 actuarial valuation of the Lexington Retirement System. This schedule would result in full funding of the system's unfunded liability by 2024, given the current actuarial assumptions. 2. A 631 or .S5%4.13% increase in Non-Contributory Retirement costs for employees receiving pensions awarded prior to the creation of the Contributory Retirement system. I 3. A$&14, G31a5,156 or 4.46% increase in the Town's contribution for the Medicare Tax based on FY2019 actual costs, projected FY2020 and FY2021 salaries and wages, new school and municipal positions, and historical rates of increase in this item. 4. A$-1-f� j1,075,404 or . 4.14% increase in health insurance costs (General Fund). The FY2021 budget is based on an increase of 5.0% in health insurance premiums across all plans and the projected addition of eighty (80) subscribers (new enrollees to health coverage, either from new retirees, active employees electing to begin or resume coverage, and active employees switching from individual to family plans). The recommended budget includes benefits for new ® ®school and municipal positions. 5. A �., . 22 815 or . 2.04% increase in dental insurance costs (General Fund) based on an estimated increase in premium rates of 4.0% for FY2021, and the projected addition of new ® ®school and municipal positions. 6. No increase in life insurance costs based on projected enrollments. 7. Level-funding of unemployment insurance based on a projection of the number of claimants for FY2021. 8. A $(12,346) or -1.39% decrease in workers'compensation costs to a total of $875,000. As of June 30, 2019, this continuing appropriation account had a total balance of $1,526,030. Staff recommend essentially level-funding the appropriation for FY2021 while undertaking an analysis to determine the target fund balance in order to ensure that the Town has sufficient reserves for this self-funded expense, and anticipate that further adjustments will be made in FY2022. I Column( e been removedfromthis table. FY2021 Recommended Budget&Financing Plan February 21,2020 IV-3 Program: Shared Expenses 2100 Employee Benefits&Insurance Town of Lexington,MA Budget Summary - General Fund FY2018 FY2019 FY2020 FY2021 Dollar Percent Funding Sources Actual Actual Estimate Projected Increase Increase Tax Levy $ 30,497,939 $ 31,3651303 $ 35,799,204 37,196,996 J 11397,792 3.90% � 9 9 '`- 9 9 Transfers from Enterprise Funds to General Fund(Indirects) $ 660,175 $ 680f751 $ 708,643 $ 762,237 $ 53,594 7.56% PEG Access Special Revenue Fund $ - $ 4,665 1$ 4,976 $ 5,250 1$ 274 1 5.51 Total 2100 Employee :- FY2018 FY2019 FY2020 FY2021 Dollar Percent Appropriation Summary(General Actual Actual Appropriation Recommended Increase Increase Fund) A 4 g ir' Compensation $ 78,600 $ 83,715 $ 90,799 $ 98,542 $ 7,743 8.53% Expenses $ 311079,514 $ 31,967,004 $ 36,422,024 1 37,865,941 11 443,917 3.96% 1'7 ))')A7 I 9 9 VIJ 9 FY2018 FY2019 FY2020 FY2021 Dollar Percent Level-Service Requests(General Actual Actual Appropriation Recommended Increase Increase Fund) A4gr's RWC. Total 2110 Contributory Retirement $ 51697,982 $ 5,940,077 $ 6,405,537 $ 6,685,537 $ 280,000 4.37% Total 2120 Non-Contributory Retirement $ 14,647 $ 15,067 $ 15,276 1 15,907 +1 631 4.13% q V Subtotal-Retirement $ 5,712,629 $ 5,955,144 $ 6,420,813 6,701,444 280,631 4.37% A If)1�03 2 0��� U,/ 6- Total 2130 Medicare $ 11677,101 $ 1,759,333 $ 1,911,073 1,996,229 85,156 4.46% ,Ire 9 9X IJK- 9 Total 2130 Health Insurance $ 21,949,687 $ 22,585,970 $ 25,951,569 27,026,973 J11075,404 4.14% '7K QQQ-7AIZ &4�137 1-7, 9 9 9 Total 2130 Dental Insurance $ 1,003,179 $ 1,038,157 $ 1,117,022 1,139,837 22,815 2.04% 1 1'2Q�2,q �I X_ 9 9 Total 2130 Life Insurance $ 21,126 $ 20,208 $ 25,000 $ 25,000 $ - - Subtotal-Health/Life Benefits $24,651,093 $25,403,668 $ 29,004,664 30,188,039 $1 183,375 4.08 20,449 5,96 aJ c�'2 1 91212 3,93-1-0-Total 2140 Unemployment $ 181,840 $ 137,751 $ 200,000 $ 200,000 $ - - Total 2150 Workers Compensation* $ 612,552 $ 554,157 $ 887,346 $ 875,000 $ (12,346) -1.39% Subtotal-Other Employee Benefits $ 794,392 $ 691,908 $ 1,087,346 $ 11075,000 $ (12,346) -1.14% FY2018 FY2019 FY2020 FY2021 Dollar Percent Object Code Summary(General Actual Actual Appropriation Recommended Increase Increase Fund) Salaries&Wages $ 78,600 $ 83,715 $ 90,799 $ 98,542 $ 7,743 8.53% Overtime $ - _ $ - $ - $ - - Personal Services $ 78,600 $ 83,715 $ 90,799 $ 98,542 $ 71743 8.53% Contractual Services $ 31,079,514 $ 31,967,004 $ 36,422,024 37,865,941 J 1,443,917 3.96% 9 9 9 9 Utilities $ - $ - $ - $ - $ - - Supplies $ - $ - $ - $ - $ - - Small Capital $ - $ - $ - $ - $ - - Expenses $31,079,514 $31,967,004 $ 36,422,024 $ 37,865,941 $1 443,917 3.96% 2-7 Q11 r 17 ��fif) 924.84 Total00 Employee:- Budget Summary - Revolving Funds* FY2021 Recommended Budget&Financing Plan February 21,2020 IV-4 Program: Shared Expenses 2100 Employee Benefits&Insurance Town of Lexington,MA FY2O18 FY2O19 FY2O2O FY2O21 Dollar Percent Funding Sources Actual Actual Estimate Projected Increase Increase Directed Funding(Revolving Funds) $ 76,287 $ 73,436 128,996 133.586 41590 3.56% Total 2100 Employee Benefits $ • • $ • *Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4. FY2O18 FY2O19 FY2O2O FY2O21 Dollar Percent r Level-Service Requests(Revolving ®Recomme Funds) Actual Actual Appropriation nded Increase Increase Total 2130 Health Insurance $ 721219 $ 69,867 124.513 1 129,199 4,686 3.76% 9496- 9 9 Total 2130 Dental Insurance $ 4,068 $ 31569 41483 1 4,387 j L961 -2.14% Budget Summary - All Funds FY2O18 FY2O19 FY2O2O FY2O21 Dollar Percent msfr ®Recomme Appropriation Summary Actual Actual Appropriation nded Increase Increase Compensation $ 78,600 $ 83,715 $ 90,799 $ 98,542 $ 71743 8.53% Expenses $ 31,155,801 $ 32,040,440 1 36,551,020 1 37,999,527 11 448,507 3.96% ,$_ _%J ,/�3 ,74-7— 3,7-T 9 9 , 9 Total 2100 Employee Benefits $ I I' $ I FY2021 Recommended Budget&Financing Plan February 21,2020 IV-5 Program: Shared Expenses 2100 Employee Benefits&Insurance Town of Lexington,MA Focus on: Health Benefits— Line Item 2130 While the cost of health insurance continues to be a concern for the Town of Lexington, as is the case with all public and private organizations in this region and across the country, the Town was successful in negotiating with the Employee Health Insurance Coalition to join the State's Group Insurance Commission (GIC) health insurance program, which has helped to slow the growth of this large cost driver. In 2018, the Town reached an agreement with the Public Employees Committee to remain in the GIC through FY2021. The table below displays an approximate distribution of health insurance costs for Municipal and School employees and Retirees. Table 1: Health Insurance Budget: FY2016 - FY2021 Increase FY2016 FY2017 FY2018 FY2019 Budgeted Projected FY2020 to Actual Actual Actual Actual FY2020 FY2021 FY2021 Municipal�1� $ 3,6011543 $ 31825,356 $ 31445,544 $ 31582,749 $ 41379,192 1 4/560/020 4.13 % <1(I`71 A � School $10,246,365 $10,914,892 $11,232,098 $11,963,065 $14,105,923 J 14/774/482 4.74 % 1 A -71 K 655- 4=43- , Retirees $ 6,420,186 $ 61836,915 $ 61790,042 $ 61874,199 $ 7,377,827 $ 71610,230 3.15 % Total(2) $20 f268,095 $21,577,163 $21,467,685 $22,420,013 $25,862,942 J 26,944,732 4.18 % Mitigation Fund (3) --- --- $ 300,000 --- --- --- --- Medicare Part B Penalty(4) $ 92,984 $ 97,090 $ 88,628 $ 82,241 $ 88,628 $ 82,241 (7.21)% Net Budget Amount $20f361,079 $21,674,253 $21,856,313 $22,502,255 $25,951,570 12710261973 4.14 % -)K 00 -) 9 9 (1) Portion of salaries attributable to health insurance administration is inclusive in these figures. (2) Distribution for FY2017, FY2018 and FY2019 actuals is based on historical splits. The billing detail no longer supports the granular split between Municipal and School. (3) Payment made to the Public Employee Committee(PEC) HRA Mitigation Fund to offset increasing co-pays and deductibles. (4) Medicare Part B Penalty is the penalty the Town must pay due to deferred migration of retirees from active plans to Medicare supplement plans. The table on the following page shows the number of employees and retirees enrolled in the Town's health insurance program. FY2021 Recommended Budget&Financing Plan February 21,2020 IV-6 Program: Shared Expenses 2100 Employee Benefits&Insurance Town of Lexington,MA Table 2: Health Insurance Enrollments (1) FY2020 FY2021 Budget Budget Based on Actual Subscribers, plus Additional Projected Actual Subscribers Lives shown below Nov. 2015 Nov. 2016 Nov. 2017 Nov. 2018 Nov. 2019 Subscribers (FY2016) (FY2017) (FY2018) (FY2019) (FY2020) Municipal Individual 85 83 81 96 107 Family 176 178 176 164 168 subtotal 261 261 257 260 275 School Individual 358 333 336 356 350 Family 478 494 502 536 561 subtotal 836 827 838 892 911 Retirees 11222 11243 1,269 1,289 1,307 subtotal 21319 21331 21364 21441 21493 Additional projected lives for budget,purposes Position Vacancies Municipal 12 13 School 18 8 subtotal 1 1 1 30 21 Estimated Open Enrollment/ Qualifying Events(2) Individual 9 9 Family 27 27 Retirees 44 44 subtotal 80 80 total 2,319 2,331 1 21364 21551 21594 New Positions School(3) 25 3 Municipal (3) 2 3 Facilities Dept. 2 1 subtotal 29 7 Estimated.Reduction in Subscribers Retirees 1 (34) (34) total 21319 21331 21364 2,546 Z567 (1)The subscriber counts above do not include COBRA subscribers, but include employees whose salaries and benefits are funded either fully or partially from non-General Fund sources. (2)The projection shown under open enrollment/qualifying events is based on an assumption of current employees losing coverage on their spouse's plans, and changes in marital status or dependent status. (3) Based on the budgets as recommended by the School Committee and Beafd-i9f- SeleetffieftSelect Board and assumes that each full-time equivalent will subscribe to Town's insurance. The cost is estimated at a composite rate based on school and municipal personnel enrollment. FY2021 Recommended Budget&Financing Plan February 21,2020 IV-7 Program: Shared Expenses 2400 Debt Service Town of Lexington,MA Mission: To manage the issuance of Town debt in a manner which protects assets that are required to deliver town services and yet limits large increases or decreases in annual debt service. Budget Overview: Debt service includes General Fund principal and interest payments for levy- supported (non-exempt) debt, both authorized by Town Meeting as well as for capital projects being proposed to the 2020 Annual Town Meeting. Debt service on projects funded from the Compost Revolving Fund is shown in the DPW Budget element 3420 and debt service for water and sewer enterprise projects is shown in the DPW Budget under elements 3610 and 3710, respectively. Debt Service voted to be exempt from Proposition 21/2, while not appropriated by Town Meeting, is presented for informational purposes. Authorized/Appropriated Staffing: There is no direct staff charged to this line-item. Staff support for manging debt service is provided through the Town Manager and Finance departments. Budget Recommendations: Combined gross FY2021 debt service — inclusive of Within-Levy and Exempt debt service — is increasing I by , 456 307 or 1.74% compared to FY2020. Within-Levy debt service is increasing by$824T77816�461, or .3 6.73%. The FY2021 within-levy debt service is recommended at$1G7678-,q-62J1Q,517,445, which is inclusive of: • $2,403,450 allocated to retire a portion of the bond anticipation notes issued for the land purchases of Pelham Road and Bedford Street; • Debt service for the design and construction costs for the Westview Cemetery Building, which is intended to be funded by higher cemetery fees approved in 2017. The increased fees from sale of cemetery lots is deposited into the Cemetery Sale of Lots Fund, and fee increases for burials are deposited into the General Fund. The additional revenue generated from the Cemetery Sale of Lots Fund is displayed as a funding (i.e. revenue) source; and • Debt service for the construction cost of the new Visitor's Center. Funds available for debt service include a transfer of $200,000 from the Visitor's Center Stabilization fund. The $200,000 will be used to partially pay-down a bond anticipation note that was issued to finance the construction of the new Visitor's Center, thereby reducing the amount of long-term financing that will need to be issued for this project. The Town's target increase for net within-levy debt service is 5% per year. In FY2020, no funding was needed from the capital stabilization fund; the net within levy debt service of $7,538,990 was a ®5 2.62 % increase from FY2019. For FY2021, net within levy debt is , , ! 7,867,315, an increase of a , 328 325 or 4.36% from FY2020; therefore, a transfer from the Capital Stabilization fund of ;® , 0 is needed to mitigate within-levy debt service in FY2021. FY2021 Recommended Budget&Financing Plan February 21,2020 IV-8 Program: Shared Expenses 2400 Debt Service Town of Lexington,MA FY2020 gross exempt debt service as reported on the FY2020 Tax Rate Recap $16,328,254, which was mitigated via a $5,200,000 transfer from the Capital Stabilization Fund. FY2021 gross exempt debt I service is projected at , , 16,121,100, an increase of " ZQZ,154, orG-.98%LL.27LO/o compared to FY2020 gross exempt debt service. FY2021 exempt debt service continues to be driven by the excluded debt projects approved by the voters in December 2017 — the Fire Station Replacement, Hastings Elementary School Replacement and the new Lexington Children's Place (LCP) building. To mitigate the impact of this increase on Lexington taxpayers, it is proposed that $3.5 million of Capital Stabilization Funds be appropriated to offset exempt debt service in FY2021. The FY2021 proposed capital projects are described in greater detail in Section XI: Capital Investment in this Recommended Budget and Financing Plan. I (s) have been removedfirom thistable. FY2021 Recommended Budget&Financing Plan February 21,2020 IV-9 Program: Shared Expenses 2400 Debt Service Town of Lexington,MA Budget Summary Funding Sources(All Funds) FY2O18 FY2O19 FY2O2O FY2O21 Dollar Percent Actual Actual Estimate Projected Increase Increase Tax Levy $17,314,125 J 19,578,715 $ 20,901,858 J 22,891,865 J 11990,007 9.52% 1 0 A-7n 'Y2<07 1 Q2 2�n�3'�5 % 9 9 9 9 9 9 Fund Transfers Capital Stab. Fund-Within Levy Debt $ 324,500 $ 573,500 $ — 9 7 Capital Stab. Fund-Exempt Debt $ 2,400,000 $ 4,500,000 $ 5,200,000 $ 3,5001000 $(1,7001000) (32.69)% Cemetery Sale of Lots Fund $ 42,200 $ 55,090 $ 64,380 1 40,480 (23,900) 37.12 D ,064- , Betterments Fund $ — $ 4,398 $ 16,000 $ 6,200 $ (9,800) (61.25)% Visitors Center Stabilization Fund $ — $ — $ — $ 200,000 $ 200,000 — YO FY2O18 FY2O19 FY2O2O FY2O21 Dollar Percent Appropriation Summary Actual Actual Appropriation Recommended Increase Increase (All Funds) 90 Compensation $ — $ — $ — $ — $ — —% Expenses $20,O80,825 124,711,703 $ 26,182,238 J 26,638,545 J 456,307 1.74% 9 9 9 9444- 9 • 1 1.1825 $ 26fl82f238 FY2O18 FY2O19 FY2O2O FY2O21 Dollar Percent Gross Within Levy Debt Service Actual Actual Appropriation Recommended Increase Increase Total 2410 Within-Levy Principal* $ 7,992,189 J 9,390,330 $ 8,243,590 81958,263 714,673 8.67% n-icon'I'7 0 Ann & Total 2420 Within Levy Interest $ 11118,402 $ 1,062f8O2 $ 1,261,418 J 19422,435 J 161,017 12.76% 9 9 9 Total 2430 Temporary Borrowing $ 277,544 398,570 $ 348,976 1 136,747 (212,229)1 "(60.81)0% 38 2 2t 4-7, 9 9 9 Total Gross Within-Levy Debt Service $ 9f388f135 $ 91853f984 FY2O18 FY2O19 FY2O2O FY2O21 Dollar Percent Net Within Levy Debt Service Actual Actual Appropriation Recommended Increase Increase opU. ee® Total 2410 Within-Levy Principal* $ 7,992,189 9,390,330 $ 8,243,590 J B,958,263 J 714,673 8.67% 3 9 9 9 9 Total 2420 Within Levy Interest $ 1,118,402 $ 1,062f8O2 $ 11261,418 1 19422,435 1 161,017 12.76% 9 9 9 Total 2430 Temporary Borrowing $ 277,544 398,570 $ 348,976 136,747 (212,229) 60.81 % 395 �n7��7 9324 9 9 Funding Set-aside to Retire Note for $(2,351,430) 3 050 000 $ (2,234,614) $ (2,403,450) $ (168,836) 7.56% Land Purchases 9 9 Funding from Cemetery Sale of Lots/ $ (42,200) $ (59,488) $ (80,380) (246,680) (166,300) 206.89% Betterments/Visitors Center a�v 9 .r n. Total Net Within-Levy Debt Service $ 6f994f5O5 $ 71538f990 Use of Capital Stabilization Fund to hold debt service increases(net of projects funded with new revenue and the $ (324,500) $ (5731500) $ — 1 _ 1 _ —% retirement of notes for land purchases) to 5%annually FY2O21 Recommended Budget&Financing Plan February 21,2020 IV 10 Program: Shared Expenses 2400 Debt Service Town of Lexington,MA Total •. ed Within-Levy Debt Service 6,670,005 : ••1 FY2018 FY2019 FY2020 FY2021 Dollar Percent Exempt Debt Service Actual Actual Appropriation Recommended Increase Increase Algrls4lee, TotalExempt Debt - - $10,692,690 $13,860,000 $ 16,328,254 Use of Capital Stabilization Fund to mitigate impact of excluded debt service $(2,400,000) $(4,500,000) $ (5,200,000) $ (3,500,000) $ 1,700,000 (32.69)% on property tax bills Net Exempt Debt 81292,690 91360,000 TotalGross Debt • 1 lil i • 182,238 FY2018 FY2019 FY2020 FY2021 Dollar Percent Object Code Summary(All Funds) Actual Actual Appropriation Recommended Increase Increase 1 A4ffSalaries&Wages $ — $ — $ — $ — $ — —% Overtime — — — — — —% Compensation $ — $ — $ — $ — $ — — Contractual Services $20,080,825 J24,711,703 $ 26,182,238 1 26,638,545 1 1,926,842 7.80% 9 9 9 44 9 9­1 U/® 9.9 Utilities $ — $ — $ — $ — $ — —% Supplies $ — $ — $ — $ — $ — —% Small Capital — — — — — —% Expenses $20,080,825 $24,711,703 $ 26,182,238 $ 26,638,545 $ 1,926,842 7.80% 9 9 9 9 9 Total '. 1 1.1 '. 26f 182,238 *FY2018 thru FY2021 include additional funds to retire notes for 173 Bedford St.and 20 Pelham Rd.land purchases,detailed in the Funding Set-Aside line. FY2021 Recommended Budget&Financing Plan February 21,2020 IV 11 Section VI: Program 4000m. Public Safety This section includes detailed information about the FY2019 Operating Budget & Financing Plan for public safety. It includes: • 4100 Law Enforcement #SectionPage# • 4200 Fire & Rescue VI-2 FY2021 Recommended Budget&Financing Plan February 21,2020 VI-1 Program: Public Safety 4200 Fire&Rescue Town of Lexington,MA Mission: The Lexington Fire Department protects the people, homes and businesses in our community from fire, medical emergencies, hazardous material incidents and natural disasters. This is accomplished through public education, safety code management and emergency response. Budget Overview: The Fire Department is comprised of five divisions: Administration, Fire Prevention, Fire Suppression, Emergency Medical Services and Emergency Management. • Administration is responsible for developing policies and procedures, training, inventory control, financial and budgetary oversight, and managing the day-to-day operations of the Department. • Fire Prevention is responsible for fire code enforcement activities, public education, plan review, permit application and approval, flammable/combustible liquid storage approval and regulatory enforcement of blasting applications and permits. • Fire Suppression is staffed 24/7, operating out of two stations and responding to emergency calls including: fire suppression, motor vehicle accidents, medical emergencies, hazardous material responses, and other emergency incidents. • Emergency Medical Services operates in conjunction with the Fire Suppression division, staffing one ambulance 24/7 at the Advanced Life Support (ALS) level, and a second ambulance operating at the ALS level from 8:00 AM Monday through 8:00 AM Saturday, and available over the weekend through cross-staffing when the ladder truck is available. These vehicles respond to over 2,500 calls for assistance annually. • Emergency Management is responsible for communications with the Federal Emergency Management Agency (FEMA) and the Massachusetts Emergency Management Agency (MEMA) as well as reviewing and commenting on numerous Townwide emergency operation plans. The Chief serves as the Emergency Management Director and the department's administrative staff serves as support to this division. Departmental Initiatives: 1. Implement additional modules of the Public Safety Software (inspections, inventory, vehicle maintenance). 2. Enhance the professional development of the command staff. 3. Complete Massachusetts Fire Academy training for the departments twelve new firefighters. 4. Transition into the new fire headquarters. FY2021 Recommended Budget&Financing Plan February 21,2020 VI-2 Program: Public Safety 4200 Fire&Rescue Town of Lexington,MA Fire Chief A ss"I'stant Assistanttant Fire, Chi*f Fi�'ire C,hilef Off lte Mal,a Opellra tiou n,,,Is,,)"'P�ri�,v�"e�'r-l't'ion JI . ........... ............... ................................................................................................................................ . ................................. Shift Cot-nt ire 'reven"ii�ander ion F....... P t", Capta&""rl RE e,ttlsp'ector Ass,il.,starit"l(PT) (P'e'r sh"I ILL J Con�lqmny Offill (3 pe,r sh isft) tl�............................. Rre Fighters ra r EUTIP49, J 2,shiftsl@, 11015111'1"ft h 21'shifts,@ �I l Ift Authorized/Appropriated Staffing FY2018 FY2019 FY2020 FY2021 Budget Budget Budget Request Fire Chief 1 1 1 1 Assistant Fire Chief 2 2 2 2 Office Manager 1 1 1 1 Fire Inspector 1 1 1 1 Fire Captains 4 4 4 4 Fire Lieutenants 12 12 12 12 Firefighters/Paramedics* 42 44 44 44 Fire Prevention Assistant 0.86 0.86 0.86 0.86 FTE Total 63.86 65.86 65.86 65.86 Full-Time/Part-Time Total 63FT/IPT 65FT/1PT 65FT/1PT 65FT/113T *The FY2019 budget included funding for 2 new Firefighter/Paramedics to allow for 24/7 staffing of two ambulances. FY2021 Recommended Budget&Financing Plan February 21,2020 VI-3 Program: Public Safety 4200 Fire&Rescue Town of Lexington,MA Budget Recommendations: The FY2021 recommended Fire Department budget is ," ,' " 7,498,234. The recommended budget is a 441 462 or . 6.26% increase from the FY2020 budget. The recommended budget for Compensation is$678G2-,57SJ6,80�O5�52, and reflects an increase of $4914, 6GJja9,137 or 6.24% from the FY2020 budget, for contractually obligated step increases and cost of living adjustments. All collective bargaining units in the department are under agreement with the Town of Lexington through at least 2022. The budget for Expenses is $697,682 and reflects a net increase of $42,325 or 6.46%, which reflects the removal of one-time costs for the bulk replacement of protective clothing for firefighters, offset by replacing a command vehicle and an anticipated increase in diesel costs. Program Improvement Requests: Request Recommended Salaries Benefits Salaries Benefits and (reflected in Total and (reflected in Not Shared Shared Description Expenses Expenses) Requested Expenses Expenses) Total Recommended Lexipol Policy&Procedure $ 29,000 $ — $ 29,000 $ — $ — $ — $ 29,000 Management Program Pickup with Forestry Pump $ 45,524 $ — $ 45,524 $ — $ — $ — $ 45,524 All Terrain Vehicle $ 30,000 $ — $ 30,000 $ — $ — $ — $ 30,000 I (s) have been removedfromthis table. FY2021 Recommended Budget&Financing Plan February 21,2020 VI4 Program: Public Safety 4200 Fire&Rescue Town of Lexington,MA Budget Summary Funding Sources FY2018 FY2019 FY2020 FY2021 Dollar Percent Actual Actual Estimate Projected Increase Increase Tax Levy $5,540,436 $5,466,384 $ 5,628,097 1 6,069,559 1441,462 7.84% 9 7 , Fees&Charges Ambulance Fees $1,354,252 $1,378,482 $ 1,340,000 $ 1,340,000 $ - -% Fire Department Fees J$ 43,725 $ 34,050 $ 43,675 $ 43,675 $ - -% Licenses&Permits $ 41,040 $ 60,380 $ 45,000 $ 45,000 $ - -% FY2018 FY2019 FY2020 FY2021 Dollar Percent Appropriation Summary i Recom me Actual Actual Appropriation nded Increase Increase Compensation $6,493,751 $6,307,031 $ 6,401,415 1 648004552 J 399,137 6.24% ®, , y Expenses $ 485,702 $ 632,264 $ 655,357 $ 697,682 $ 42,325 6.46% FY2018 FY2019 FY2020 FY2021 Dollar Percent Program Summary mgrlis- 41ee..Recomme Actual Actual Appropriation nded Increase Increase Total 4210 Fire Administration $ 439,316 $ 538,955 $ 482,974 $ 558,017 $ 75,043 15.54% Total 4220 Fire Prevention $ 224,468 $ 202,477 $ 221,101 $ 234,549 $ 13,448 6.08% Total 4320 Fire Suppression $6,148,255 $6,003,261 $ 6,157,197 1 6,498,668 1341,471 5.55% 6500 60 2� 494- 1z l y Total 4240 Emergency Medical $ 163,237 $ 190,540 $ 189,500 $ 201,000 $ 11,500 6.07% Services Total 4250 Emergency $ 4,177 $ 4,063 $ 6,000 $ 6,000 $ - -% Management FY2018 FY2019 FY2020 FY2021 Dollar Percent Object Code Summary "rS . ®Recomme Actual Actual Appropriation nded Increase Increase Salaries&Wages $4,925,088 $4,961,724 $ 5,491,415 I 5,890,552 13994137 7.27% QQ1<7< 1 1��� Prior Year Retro Payments $ 221,160 $ - $ - $ - $ - -% Overtime $1,347,503 $1,345,307 $ 910,000 $ 910,000 $ - -% Personal Services $6,493,751 $6,307,031 $ 61401,415 6,800,552 $399,137 6.24% skJr s Contractual Services $ 274,317 $ 269,309 $ 294,300 $ 311,300 $ 17,000 5.78% Utilities $ 43,568 $ 56,779 $ 54,057 $ 63,189 $ 9,132 16.89% Supplies $ 155,677 $ 224,570 $ 276,000 $ 213,685 $ (62,315) -22.58% Small Capital $ 12,140 $ 81,606 $ 31,000 $ 109,508 $ 78,508 253.25% Expenses $ 485,702 $ 632,264 $ 655,357 $ 697,682 $ 42,325 6.46% FY2021 Recommended Budget&Financing Plan February 21,2020 VI-5 Section VIII: Program 6000m. Human Services This section includes detailed information about the FY2021 Operating Budget & Financing Plan for Human Services. It includes: • 6100-6200 Administration; Veteran's Services; Youth and Family Services and Community Programs; and Transportation Services VIII-2 FY2021 Recommended Budget&Financing Plan February 21,2020 VIII-1 Program: Human Services 6100-6200 Program Summary Town of Lexington,MA g Mission: The Human Services Department connects Lexington residents across the lifespan to information, support and services that promote health and well being; and is responsible for managing the Lexpress bus system, Lex-Connect taxi, and other transportation initiatives. The department seeks to identify the unmet needs of our community by providing outreach and prevention services to families, seniors, veterans and youth. Budget Overview: The Human Services Department is organized to provide services and support to residents of all ages. Department Staff oversee the following divisions: Administration and Outreach, Senior Services, Youth and Family Services, Veterans' Services and Transportation Services. Since moving to the Lexington Community Center in 2015, attendance, walk-in visits, phone calls and requests for information have increased significantly. Staff from Senior Services and Youth and Family Services provide senior, youth and intergenerational programming, assessments, information and referral, short-term counseling, financial assistance, consultation on life changes, support and light case management. Veterans' services staff provide veterans in Lexington and Bedford with information, connection to State and Federal benefits, and support, as well as work with colleagues to plan Town celebrations and special events that honor Veterans. Transportation Staff manage the Lexpress bus and Lex-Connect taxi, as well as provide travel consultation on other transit options. Departmental Initiatives: 1. Continue implementation of the Community Health Needs Assessment (CHNA) 15 grant funded work of the Mental Health Task Force that includes collaboration with Town, School, and community stakeholders to provide prevention, intervention, and critical incident response services to the Lexington Community, as well as develop alignment of incident response protocols. Further implementation of Community Intervention Team with membership from Town and School departments. Continue suicide prevention trainings in the community. 2. Develop and begin implementation of action plan based on findings and recommendations from Age Friendly needs assessment targeting domains that do not overlap with Comprehensive Plan work. Identify areas of duplication with Comprehensive Plan work and shift ownership of those areas to the Comprehensive Plan where possible, with continued participation in an advisory capacity. 3. Develop and pilot new transit options in collaboration with the MBTA, adjacent towns, and other Town departments as indicated through multi-survey data and recommendations from the 128 Business Council. 4. Collaborate with Recreation and Community Programs staff to implement new registration software system and improve the customer experience at the front counter. 5. Continue to support and promote the William James Interface Referral Service to the residents of Lexington. FY2021 Recommended Budget&Financing Plan February 21,2020 VIII-2 Program: Human Services 6100-6200 Program Summary Town of Lexington,MA g #10r'+IvmmnnnmuuvllrmvuunG'smlllulmrlrrmml�mm'rvwmvw�luumudNrmmmuml�mwul,'ummlmw'v�suww ors yw�wummwmlm'rv�mmiIu. r I"e 1= l� i I >rt. 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Q w u�Ilmmnnmummlmmwmmxl�v N Imlmm a mmeMmpll, / I r , V61 u n tie ,r ollordin 310 FY2021 Recommended Budget&Financing Plan February 21,2020 VIII-3 Program: Human Services 6100-6200 Program Summary Town of Lexington,MA g Authorized/Appropriated Staffing: FY2018 FY2019 FY2020 FY2021 Budget Budget Budget Request Director of Human Services 1.00 1.00 1.00 1.00 Assistant Director of Senior Services 1.00 1.00 1.00 1.00 Assistant Director of Youth and Family Services* - 1.00 1.00 1.00 Youth and Family Services Social Worker* 1.00 - - - Outreach Coordinator** - 1.00 1.00 1.00 Senior Services Coordinator 1.00 1.00 1.00 1.00 Senior Services Nurse*** 0.42 0.57 0.57 0.57 Office Manager 1.00 1.00 1.00 1.00 Municipal Clerk(Part-time)**** 0.50 0.50 0.69 0.69 Veterans' Services District Director 1.00 1.00 1.00 1.00 Veterans' Services Officer 0.51 0.51 0.51 0.51 Transportation Services Manager***** 0.69 0.80 0.80 1.00 Municipal Transportation Assistant 0.80 0.80 0.80 0.80 Registered Dietician****** PT PT PT PT Volunteer Coordinator****** PT PT PT PT Tota I FTE : • 1 : 1 1 .57 Tota I FT/PT 6(FT)/7(PT) 7(FT)/7(PT) 7(FT)/7(PT) 8(FT)/6(PT) Explanatory Notes: *The title of Youth and Family Services Social Worker was changed to Assistant Director of Youth and Family Services in FY2019. **This position was funded as a result of the work of the Mental Health Summit. ***The weekly hours for the Senior Services Nurse were increased from 15 to 20 in FY2019. ****The weekly hours for the Municipal Clerk were increased from 17.5 to 24 in FY2020. *****The Transportation Services Manager position transitioned from 24 to 28 hours in FY2019. This position is recommended to go to full-time(35 hours) in FY2021. ******The part-time, hourly, temporary positions of Registered Dietician and Volunteer Coordinator were added in FY2017 and were 1000/o funded by grants from the Executive Office of Elder Affairs(EOEA) and the Dana Home Foundation through FY2019. They are funded completely by EOEA in FY2020 and the Volunteer Coordinator position will be updated to reflect the current needs of the department. Available hours vary due to amount of funding. FY2021 Recommended Budget&Financing Plan February 21,2020 VIII-4 Program: Human Services 6100-6200 Program Summary Town of Lexington,MA g Budget Recommendations: The recommended FY2021 All Funds Human Services budget is$4- ,747,-274J1&Q2,500 which is a ! , �322 or . 3.70% increase from the FY2020 budget. The All Funds budget includes funding from a Massachusetts Executive Office of Elder Affairs (EOEA) grant, the Massachusetts Bay Transportation Authority (MBTA) Suburban Transportation grant, and the Senior Services Revolving Fund. In addition, the Town of Bedford funds a portion of the Veterans'Services budget through an Intermunicipal Veterans' District agreement. The Human Services FY2021 recommended General Fund operating budget request is I1 486 822 and reflects a $56-,74z3JZZ,886 or 1.91% increase from the FY2020 budget. The General Fund operating budget for Compensation is$689-,092J6�748, and reflects a $7,-7-6S$J2Q,579Jor '- ' -3.02% decrease. This is a net change which reflects the cost of contractually obligated step increases and cost of living adjustments, offset by savings from staff turnover and Bedford absorbing a higher percentage of the Veterans District Director .salary, and the addition of Carlisle to the District. A program improvement will increase the Transportation Manager position from 0.8 to 1.0 full-time equivalent. The additional workday will allow the Transportation Manager to more effectively manage a variety of transportation initiatives townwide, including a $50,000 program improvement to run a number of transportation pilot programs in FY2021. The General Fund operating budget for Expenses is 826 0.74.and reflects a , 48 465 or 6.23% increase, which is a net change that reflects an increase of $50fOOO for transportation pilot programs and $7,,900 for contractually obligated Lexpress costs, offset by a reduction of $10,000 from lower projected payments for veterans' benefits due to a declining caseload. For FY2021, funding for the William James Interface Mental Health Referral Service will be shared between the municipal and school budgets. Program Improvement Requests: Request Recommended Salaries Benefits Salaries Benefits and (reflected in Total and (reflected in Not Shared Shared Description Expenses Expenses) Requested Expenses Expenses) Total Recommended [FY2021 e Transportation Manager $ 17,654 $ 256 $ 17,910 $ 17,654 $ 256 $ 17,910 $ — for Transit Service Pilots- 205,000 $ — $ 205,000 $ 50,000 $ 50,000 $ 155,000 nity Center Municipal Assistant $ 21,068 $ 15,877 $ 36,945 $ — $ — $ — $ 36,945 I (s) have been removedfrom this table. FY2021 Recommended Budget&Financing Plan February 21,2020 VIII-5 Program: Human Services 6100-6200 Program Summary Town of Lexington,MA g Budget Summary - General Fund Funding Sources FY2018 FY2019 FY2020 FY2021 Dollar Percent (General Fund) Actual Actual Estimate Projected Increase Increase Tax Levy $ 912,163 $ 11002,933 $ 11227,051 1 19289,324 1 62,273 5.08% Veteran Benefits Reimbursement $ 56,702 $ 61,498 $ 71,885 379498 34 387 -47.84% s r TDM Allocation $ 95,000 Is 95,000 $ 95,000 $ 95,000 Is - -% Fees Lexpress Fares 1$ 65,155 $ 68,529 $ 65,000 $ 65,000 $ -Total - .111 • 11129,020 961 11458,936 FY2018 FY2019 FY2020 FY2021 Appropriation Summary Dollar Percent (General Fund) Appropriation ®Recomme Increase Increase Actual Actual nded Compensation $ 471,597 $ 544,718 $ 681,327 660,748 (20,579) -3.02% l y L ' Expenses $ 657,423 $ 683,242 $ 777,609 J 826,074 J 48,465 6.23% QIK< 7 s Total6111 • • 1 1 96111458,936 FY2018 FY2019 FY2020 FY2021 Program Summary I I I mgf!S- Dollar Percent (General Fund) Appropriation ®Recomme Increase Increase Actual Actual nded Total 6110 Administration $ 217,375 $ 197,815 $ 236,180 $ 219,785 $ (16,395) -6.94% Total 6140 Veterans'Services $ 118,788 $ 106,824 $ 149,964 1 103,792 (46,172) -30.79% Total 6150 Youth&Famil Services y $ 52,712 $ 100,251 $ 185,713 $ 1991773 $ 14,060 7.57% Total 6170 Senior Services& $ 127,268 $ 185,308 $ 192,391 $ 186,130 $ (61261) -3.25% Community Programs Total 6210 Transportation $ 612,877 $ 637,763 $ 694,688 $ 777,342 $ 82,654 11.90 Services Total .111 • 11129,020 961 • . FY2018 FY2019 FY2020 FY2021 Object Code Summary I I I I mgf!S- Dollar Percent (General Fund) Appropriation ®Recomme Increase Increase Actual Actual nded Salaries&Wages $ 471,597 $ 544,718 $ 681,327 J 660,748 (20,579) -3.02% Qn rini l 7 7 Overtime $ - $ - $ - $ - $ - -% Personal Services $ 471,597 $ 544,718 $ 681,327 660,748 20 579 -3.02% 49 0�(� 9 6 , Contractual Services $ 624,394 $ 655,704 $ 740,862 7879494 46,632 6.29% ' s m Utilities $ 11897 $ 1,990 $ 3,547 3,840 293 8.26% Supplies $ 27,390 $ 20,594 $ 30,700 32,240 1 1,540 5.02% 9 9 Small Capital $ 3,742 $ 4,954 $ 2,500 $ 2,500 $ - - FY2021 Recommended Budget&Financing Plan February 21,2020 VIII-6 Program: Human Services 6100-6200 Program Summary Town of Lexington,MA g Expenses $ 657,423 $ 683,242 $ 777,609 8264074 48,465 6.23% g Budget Summary - Revolving Funds* and Grants Funding Sources FY2018 FY2019 FY2020 FY2021 Dollar Percent Actual Actual Estimate Projected Increase Increase EOEA Grant $ 76,545 $ 94,567 $ 941764 $ 941764 $ - -% Veterans Services Regional $ 38,690 $ 41,231 $ 55,398 $ 55,585 $ 187 0.34% Funding from Bedford Senior Services Revolving Fund* $ 71,666 $ 71,666 $ 751000 $ 751000 $ - - MBTA Grant $ 56,243 $ 52,000 $ 54,080 $ 56,243 $ 2,163 4.00 • • 6000 • • • $ 243,144 I $ • '•' 'r • ' 'r • • 'r 1 1 •' , *Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4. FY2018 FY2019 FY2020 FY2021 Appropriations Summary Dollar Percent (Non-General Fund) Appropriation ®Recomme Increase Increase Actual Actual nded EOEA Grant $ 76,402 $ 94,762 $ 94,764 $ 94,764 $ - -% Personal Services $ 58,746 $ 56,735 $ 67,948 $ 67,057 $ (891) -1.31% Expenses $ 17,656 $ 38,027 $ 26,816 $ 27,707 $ 891 3.32% Veterans'Services Regional Funding $ 39,063 $ 42,080 $ 55,398 1 89,671 1 34,273 61.87% Personal Services $ 37,585 $ 40,935 $ 53,816 1 87,326 33,510 62.27% l q f L Expenses $ 1,478 $ 1,145 $ 1,582 1 2,345 763 48.23% Senior Services Revolving Fund Expenses $ 85,885 $ 52,895 $ 75,000 $ 75,000 Is - -% MBTA Grant-Transportation Services Expenses $ 55,157 $ 53,410 $ 54,080 $ 56,243 $ 2,163 1 4.00 Total6111 . • . 507 •• • 242 Budget Summary - All Funds FY2018 FY2019 FY2020 FY2021 Appropriation Summary(All r Dollar Percent Funds) ®Recomme Increase Increase Actual Actual Appropriation nded Compensation $ 567,928 $ 642,388 $ 803,091 815,131 1 12,040 1.50% 4,0� 9 7-,344 ` Expenses $ 817,599 $ 828,718 $ 935,087 9874369 524282 5.59% } L Total •111 Human Services $ lf385f527 ' 1f471f1O6 i 178 Funds) FY2021 Recommended Budget&Financing Plan February 21,2020 VIII-7 Section Xm. Program 8000m. General Government This section includes detailed information about the FY2021 Operating Budget & Financing Plan for General Government. It includes: • 8100 Qea~d ef Ce'e�ffie~Select Board X-2 • 8200 Town Manager X-8 • 8300 Town Committees #SectionPage# • 8400 Finance #SectionPage# • 8500 Town Clerk #SectionPage# • 8600 Information Technology #SectionPage# FY2021 Recommended Budget&Financing Plan February 21,2020 X-1 Program: General Government 8 100 Select Board Town of Lexington,MA g Mission: The e Select Board, together with the Town Manager, represents the executive branch of the Town government. The Board consists of five members, elected for three-year terms. Select Board members serve without compensation. The Board acts as the Town's primary policy-making body for a wide variety of issues affecting service delivery, finance and Town infrastructure. They provide oversight in matters of litigation, act as the licensing authority, enact rules and regulations regarding traffic control and are responsible for calling Town Meetings and approving the Town Meeting Warrant. Budget Overview: This budget includes funding for the SefeetffeWsSelect Board's Office, Town Counsel, the Annual Town Report, and the Public, Education, Governmental (PEG) programming budget. Day-to-day operation of the SekletffeWsSelect Board's Office is under the direction of the Office Manager/ Executive Clerk and the Department Assistant who assist the SeleetflieffSelect Board members and coordinate activities with the Town Manager's Office. The staff prepare the Annual and Special Town Meeting Warrants and assist the Select Board members in responding to questions and inquiries from the public. They also receive all contributions to SeleetwfeffSelect Board gift accounts, the Fund for Lexington, the PTA Council Scholarship, the Lexington Education Fund and all other Trustees of Public Trusts funds. Staff manage the licensing and permitting process for the Board (the licensing authority). These licenses include alcoholic beverage, auctioneer, cable television, common victualler, entertainment, flammable storage, innkeeper, lodging house, theater, Class I, II and III for the sale of used cars, vehicles for hire such as common carrier, limousine and taxi cab and automatic amusement machines. Staff maintain over 300 Sel Select Board appointments to more than 40 committees. In addition, the SefeetffeWsSelect Board's Office notifies Lexington residents of all national, state and local elections. Town Counsel represents the Town, through the Beafd-ef-SeleetfiieffSelect Board and Town Manager, on all legal matters including litigation, contracts, drafting of Town bylaws and enforcement of bylaws through the Court system. The Town Report is the official proceeding and activities of Town Government. It is required to be prepared annually under State law. The PEG budget funds activities related to the Town's cable television programming. Under Massachusetts law, municipalities may receive up to 5% of the basic cable bill for PEG programming activities. These funds are largely used, under the guidance of the Communications Advisory Committee, to fund the LexMedia contract. Departmental Initiatives: 1. Continue to refine the Financing Plan/Property Tax Impact for School and Municipal Capital Projects 2. Continue advancing the Police Station project 3. Continue to address Pedestrian, Bicycle and Vehicle Safety on Town Roads 4. Improve methods of Communication (inbound/outbound) of the Board and the Town given an increasing reliance on electronic mediums. FY2021 Recommended Budget&Financing Plan February 21,2020 X-2 Program: General Government 8 100 Select Board Town of Lexington,MA g �I "Board a eme r �, to .... ... m�� ,.� ... f fi e I age r ` I c r i� E c ti ° °1 i-k secr"e' "tal-Y Dep&r'tin,en't Assistaiiit, I r u Ir S,e [,,ec Bl,o., r r INS"'"�IVId it iiWwNm it W A -G it dl it u�.'m�wl�«i�iim� indMfii iIIG �J,N G 'off Iffi 14; ll III((f�wuwmmu�wuuw a w+nmwura wwapw.. muuum�uum wua-V 9Bi uW 'uwwn°uu'ww" wV�nnS�i °;V�fld IIIbI, �II�� f� fl y r E yy1 r "t l v Authorized/Appropriated Staffing FY2021 Recommended Budget&Financing Plan February 21,2020 X-3 Program: General Government 8 100 Select Board Town of Lexington,MA g FY2018 FY2019 FY2020 FY2021 Budget Budget Budget Request Office Manager/Executive Clerk 1 1 1 1 Department Assistant 1 1 1 1 Recording Secretary* 0.12 0.22 0.25 0.25 • . *FTE changes in FY2019 and FY2020 reflect a more realistic depiction of hours needed to support the ' .Select Board. FY2021 Recommended Budget&Financing Plan February 21,2020 X-4 Program: General Government 8 100 Select Board Town of Lexington,MA g Budget Recommendations: The FY2021 recommended General Fund operating budget for the Select Board is $1,294,876, which is a $19,980 or 1.57% increase from the FY2020 General Fund budget. The Compensation budget is $129,199, which is a $3,055 or 2.42% increase, which reflects step increases and cost of living adjustments. FY2021 Compensation does not include any estimate of prospective cost of living increases. Funds for prospective increases are captured in the Salary Adjustment account within the Town Manager's budget. The overall Expenses operating budget is $1,165,677,, which is an increase of $16,925 or 1.47%. This includes a projected increase of $4,250 for the annual audit. The recommended FY2021 budget for legal expenses is unchanged from FY2020 at $410,000. The recommended FY2021 budget for the annual Town Report is unchanged from FY2020 at $13,688. The FY2021 recommended budget for the Town's annual contract with LexMedia for broadcasting public meetings and events is $627,151 which is a $12,675 or 2.06% increase from FY2020, and reflects contractual increases with LexMedia. This budget item is fully funded from the PEG Access Special Revenue Fund. Program Improvement Requests: None requested. IColumn(s) have been removedfrom this table. FY2021 Recommended Budget&Financing Plan February 21,2020 X-5 Program: General Government 8 100 Select Board Town of Lexington,MA g Budget Summary - General Fund Funding Sources FY2018 FY2019 FY2020 FY2021 Dollar Percent Actual Actual Estimate Projected Increase Increase Tax Levy $ 400,628 $ 445,154 $ 579,302 $ 586,654 $ 71352 1.27% Transfers from Enterprise Funds $ 1,067 $ 1,062 $ 11118 $ 11071 $ (47) -4.20% to General Fund (Indirects) PEG Access Special Revenue Fund $ 614,476 $ 627,151 1$ 12,675 2.06 Fees Licenses&Permits $ 83,120 $ 81,700 $ 80,000 $ 80,000 rs - 11 - Fund)Total 8100(General • • • • • • • • $ 19,980 1.57% FY2018 FY2019 FY2020 FY2021 Appropriation Summary ®®Recomme Dollar Percent Increase Increase Actual Actual Appropriation nded Compensation $ 114,672 $ 101,786 $ 1261144 $ 129,199 $ 31055 2.42% Expenses $ 370,143 $1,027,031 $ 1,148,752 $ 1,165,677 $ 16,925 1 1.47 0/]b Fund)Total 8100(General • • • • • • • • $ 19,980 1.57% FY2018 FY2019 FY2020 FY2021 ®� Dollar Percent Program Summary ®Recomme Increase Increase Actual Actual Appropriation nded Total 8110 S ' t ' Select Board's Office $ 211,064 $ 219,328 $ 236,732 $ 244,037 $ 71305 3.09% Total 8120 Legal $ 263,153 $ 301,214 $ 410,000 $ 410,000 $ - - Total 8130 Town Report $ 10,598 $ 11,190 $ 13,688 $ 13,688 $ - -% Total 8140 PEG $ - $ 597,085 $ 614,476 $ 6271151 $ 12,675 2.06% Total • (GeneralFund) • • • • • • • • $ 19,980I FY2018 FY2019 FY2020 FY2021 Object Code Summary ! R-ec..Recomme Dollar Percent Actual Actual Appropriation nded Increase Increase Salaries&Wages $ 114,672 $ 101,786 $ 126,144 $ 129,199 $ 31055 2.42% Overtime $ - $ - $ - $ - $ - -% Personal Services $ 114,672 $ 101,786 $ 126,144 $ 129,199 $ 3,055 2.42% Contractual Services $ 348,807 $1,005,942 $ 11124,239 $ 1,1411164 $ 16,925 1.51% Utilities $ - $ - $ - $ - $ - -% Supplies $ 21,336 $ 21,090 $ 24,513 $ 24,513 $ - -% Small Capital $ - $ - $ - $ - $ - -% Expenses $ 370,143 $1,027,031 $ 1,148,752 $ 1,165,677 $ 16,9251 1.47 Total 8100(General Fund) $ • • 11128f817 r • • r if • • r •1 I Budget Summary - Revolving Funds Funding Sources FY2018 FY2019 FY2020 FY2021 Dollar Percent Actual Actual Estimate Projected Increase Increase PEG Revolving Fund $ 643,296 $ - $ - $ - $ - - FY2018 FY2019 FY2020 FY2021 Appropriation Summary Mgf®Recomme r Dollar Percent Increase Increase Actual Actual Appropriation nded 8140-PEG Revolving Fund Expenses $ 551,053 $ - $ - $ - $ - - Budget Summary - All Funds FY2021 Recommended Budget&Financing Plan February 21,2020 X-6 Program: General Government 8 100 Select Board Town of Lexington,MA g FY2018 FY2019 FY2020 FY2021 Appropriation Summary Dollar Percent Reeallecomme Increase Increase Actual Actual Appropriation nded Compensation $ 114,672 $ 101,786 $ 126,144 $ 129,199 $ 3,055 2.42% Expenses $ 921,196 $1f027 fO31 $ 1,148,752 $ 1,165,677 $ 16,925 1.47 Total 8100 (All Funds) ••• • • • • • • 81 FY2021 Recommended Budget&Financing Plan February 21,2020 X-7 Program: General Government 8200 Town Manager Town of Lexington,MA g Mission: The e Select Board appoints the Town Manager who oversees the daily operations of all general government departments, implements the policies of the Select Board, proposes an annual operating and capital budget, and enforces Town bylaws and regulations. The Town Manager's authority and responsibilities are established in the ' TewffSelect Board Town Manager Act of 1968. The Town Manager's Office is also responsible for Human Resources and benefit administration, as well as risk management. Budget Overview: The Town Manager's Office budget is comprised of two elements; Organizational Direction and Administration and Human Resources. Organizational Direction and Administration includes day-to-day oversight for all Town departments, townwide staff training and professional development, and special projects. This function also implements all decisions of the Beafd-ef-SeleetffeftSelect Board and provides staff support to various Town committees. The Town Manager's Office, through the Human Resource function, is responsible for personnel administration, benefits administration, collective bargaining negotiations, workers compensation and unemployment benefits. Departmental Initiatives: 1. Continue to support the Diversity Advisory Task Force in coordination with the School department. 2. Initiate implementation protocol for hate crime activities in coordination with the School department. 3. Work to support the high-performance culture in the organization by providing directed team building to the newly constituted Senior Management Team. 4. Develop new revenue sources to support the budget, particularly the capital budget, by looking at stormwater revenue and sidewalk betterments. 5. Continue the initiative to develop organizational sustainability by passing on institutional knowledge, engaging mid-level managers in organization decision-making and selecting and training qualified individuals. 6. Continue the work on internal controls by revising existing policies and developing new policies that may be necessary to ensure the protection of assets that are vulnerable to abuse. FY2021 Recommended Budget&Financing Plan February 21,2020 X-8 Program: General Government 8200 Town Manager Town of Lexington,MA g Town Man y er i e s o,,Lrrce Deputy i~i;r t r T Fi ;rrir� , is r Office 1 ,a,irn age r° ss,oc i aw 1�f u r ^n fiits Ma in age rnen t Susta i ab i I it , 'woo r ;i ri,ator L F ee11, "' ,a I s° D i r, cto r° R art-Tin e i t ipa sssi tart Authorized/Appropriated Staffing FY2021 Recommended Budget&Financing Plan February 21,2020 X-9 Program: General Government 8200 Town Manager Town of Lexington,MA g FY2018 FY2019 FY2020 FY2021 Budget Budget Budget Request Town Manager 1 1 1 1 Deputy Town Manager* 1 1 1 1 Public Information Officer** — 1 1 1 Sustainability Director*** — — 1 1 Office Manager/Special Events Coordinator 1 1 1 1 Management Fellow/Analyst 1 1 1 1 Hearing Officers**** 0.12 0.12 0.12 0.12 Human Resources Director 1 1 1 1 Human Resources Associate 1 1 1 1 Benefits Coordinator 1 1 1 1 Municipal Assistant***** — — — 0.54 Tota I FTE 7.128.12 9.12 • • *The title of Assistant Town Manager was changed to Deputy Town Manager in September .2019. **A Public Information Officer was funded in FY2019 in response to a goal established by the ' Select Board to improve communications and information-sharing with residents. ***A Sustainability Director was funded in FY2020 in response to a goal established by the Beafd--ef- SeleetfloreffSelect Board to coordinate sustainability initiatives and identify grant opportunities for funding those initiatives. ****Two hearing officers hear appeals for parking fines; one municipal hearing officer hears appeals for fines issued by the Fire Department(regional position, shared with Winchester and Woburn) *****A program improvement is requested in FY2021 to add a part-time Municipal Assistant to support benefits processing for Human Resources. FY2021 Recommended Budget&Financing Plan February 21,2020 X-10 Program: General Government 8200 Town Manager Town of Lexington,MA g Budget Recommendations: The FY2021 recommended budget inclusive of the Town Manager's Office and Human Resources is $4-,G9&,,7GGJ1,LL5,700, which is a $9278811LIZ,881 or .® ;® 11.81% increase from the restated FY2020 budget. The FY2020 budget is restated to reflect the addition of 6 months of funding for a Sustainability Director, funded at Fall 2019 Special Town Meeting. The recommended FY2021 budget for Compensation is $845,915, and reflects a $106,931 or 14.47% increase, which captures step increases and cost of living increases, as well as the remaining 6 months of salary for the Sustainability Director. In addition, a program improvement funds a part-time Municipal Assistant to support the Human Resources department in processing benefits changes for both municipal and school staff. The recommended FY2021 budget for Expenses is$244T78SJZ6�785, which reflects a increase of $f14-,&50)J1Q,,950 or—5-.43%4.23% from FY2020, ,which is a net increase reflecting the addition of $25,000 in seed funding for projects for the Sustainability Director, offset by the removal of $25,000 in one-time costs for a consultant for liability insurance review and rebidding, and further offset by increases to capture actual expenses. The department's budget includes a Salary Adjustment Account, which reflects anticipated FY2021 collective bargaining settlements, other wage increases, and compensated leave payments due certain employees at retirement. Once contractual settlements are reached, funds are transferred from this account to the appropriate departmental budget upon a vote of the ®Select Board. The one contract that is currently being negotiated whose outcome will affect the Salary Adjustment Account is AFSCME Local 1703 Public Works. One contract expires at the end of FY2020 with the Cary Memorial Library Staff Association, and is also included in the Salary Adjustment account. Program Improvement Requests: Request Recommended Salaries Benefits Salaries Benefits and (reflected in Total and (reflected in Not Shared Shared Description Expenses Expenses) Requested Expenses Expenses) Total Recommended Part-Time Municipal Assistant $ 30,918 $ 448 $ 31,366 $ 30,918 $ 448 $ 31,366 $ — Column(s) have been removedfrom this table. FY2021 Recommended Budget&Financing Plan February 21,2020 X-11 Program: General Government 8200 Town Manager Town of Lexington,MA g Budget Summary Funding Sources FY2018 FY2019 FY2020 FY2021 Dollar Percent Actual Actual Estimate Projected Increase Increase Tax Levy $ 163,674 $ 268,565 4674719 1 5944813 11274094 27.17% y Qj-.7"o Enterprise Funds(Indirect) $ 461419 $ 49,724 $ 51,406 $ 421193 $ (9,213) -17.92% Available Funds Rentals* $ 494,770 $ 459,760 J 478,694 1 478,694 $ - -% • • 8200 Town Manager $ 704,863 $ 778,049 $ 997,819 FY2018 FY2019 FY2020 FY2021 Appropriation Summary f® Dollar Percent Recallecomme Increase Increase Actual Actual Restated nded Compensation $ 573,033 $ 646,908 $ 738,984 $ 845,915 $ 106,931 14.47% Expenses $ 131,830 $ 131,141 $ 258,835 1 269,785 1 10,950 4.23% 7 785 0 L 7 L , m FY2018 FY2019 FY2020 FY2021 Program Summary Dollar Percent ®Recomme Increase Increase Actual Actual Restated nded Total 8210 Organizational Dir. &Admin. $ 483,211 $ 543,435 $ 723,534 1 800,184 1 76,650 10.59% '7'7,Z 1 QJ y L y Total 8220 Human Resources 1$ 2211652 $ 2341614 $ 2741285 $ 315 f516 1$ 41,231 15.03% FY2018 FY2019 FY2020 FY2021 Object Code Summary ! ®Recomme Dollar Percent Actual Actual Restated nded Increase Increase Salaries&Wages $ 573,033 $ 646,908 $ 738,984 $ 845,915 $ 106,931 14.47% Overtime $ - $ - $ - $ - $ - -% Personal Services $ 573,033 $ 646,908 $ 738,984 $ 845,915 $106,931 14.47% Contractual Services $ 107,381 $ 1081878 $ 224,600 $ 203,300 $ (21,300) -9.48% Utilities $ - $ 37 $ - $ - $ - -% Supplies $ 14,269 $ 20,193 $ 14,735 $ 21,985 $ 7,250 49.20% Small Capital $ 10,180 $ 21033 $ 19,500 1 444500 1 25,000 128.21% Expenses $ 131,830 $ 131,141 $ 258,835 $ 269,785 10,950 4.23% 444 78-5 r s *Rentals are comprised of rental receipts from the Waldorf School,Bertucci's Italian Restaurant,LexFarm and Peet's Coffee&Tea sidewalk rentals,cell tower lease revenue and the sublease of Kline Hall to LexMedia. Budget Summary - Salary Adjustment (8230) Funding Sources FY2018 FY2019 FY2020 FY2021 Dollar Percent Actual Actual Estimate Projected Increase Increase Tax Levy $ 171,759 $ 483,030 $ 936,981 $ 408,732 $(528,249) -56.38% Total 8230 Salary Adjustment $ 171,759 $ 483,030 $ 936,981 $ 408f732 $(528f249) -5 �A801 FY2021 Recommended Budget&Financing Plan February 21,2020 X-12 Program: General Government 8200 Town Manager Town of Lexington,MA g FY2018 FY2019 FY2020 FY2021 Program Summary ® Dollar Percent Pcee.Recomme Increase Increase Actual Actual Restated nded Total 8230 Salary Adjustment $ 171,759 $ 483,030 $ 936,981 Is 408,732 1$(528f249)1 -56.38% SalaryTotal 8230 • • • • -56-3803 FY2021 Recommended Budget&Financing Plan February 21,2020 X-13 Section XI: a ita Investment INTRODUCTION A crucial aspect of the Town's operations, from providing services to its residents and businesses to equipping employees to effectively perform their jobs, requires the existence of certain basic physical assets. These assets include streets, water mains, parks, buildings, large equipment and technology. They must be purchased, maintained and replaced on a timely basis or their usefulness in providing public services will diminish. The Town's five-year Capital Improvements Program and annual Capital Budget are developed to ensure adequate capital investment in the Town's assets. Definition of Capital Projects A capital project is defined as a major, non-recurring expenditure that generally meets the following criteria: • Massachusetts General Law permits the Town to issue bonds to finance the expenditure; • The expenditure is $25,000 or more; • The expenditure will have a useful life of 10 years or more for buildings or building components and 5 years for vehicles and equipment; and • Planning, engineering, or design services may be considered capital when such services are integral to a construction, renewal or replacement project that meets the criteria for a capital expenditure. CAPITAL POLICY FRAMEWORK The FY2021 Capital Budget was developed within the capital policy framework initially adopted by the Select Board in 1991, and subsequently amended in 2006 and 2009 to ensure adequate planning and funding for capital investment, particularly cash capital projects within the General Fund. This capital investment strategy includes the following major elements: • Multi-year planning for capital investment; • Debt exclusions for major capital projects; and • Ensuring sufficient operating budget resources for maintaining capital assets. FIVE-YEAR CAPITAL PROGRAM Five-year capital improvement planning has been part of Lexington's budget development process for many years. Multi-year planning allows proper staging and sequencing of capital projects to smooth financing plans and to make funding needs more predictable. Capital investment requirements can vary, involving unique large projects such as a fire vehicle or a school building. Other capital investment needs are recurring such as the annual program to resurface roadways. The five-year Capital Improvement Program includes all anticipated capital projects identified by school and municipal departments over the next five years. FY2021 Recommended Budget&Financing Plan February 21,2020 XI-1 The following are potential funding sources for financing the Town's capital investments: • Cash Financing - The Town regularly appropriates available funds (i.e., cash financing) from the general and enterprise funds to finance certain capital investment projects. Examples of available funds are unreserved fund balance (free cash), tax levy, enterprise fund retained earnings, specialized stabilization funds and, when available, unexpended balances of prior years'capital articles. • Debt - The Town has traditionally financed large dollar value capital projects with debt. Depending upon the project, the debt service resulting from debt-funded capital projects can be financed from a variety of sources including the General Fund (either within the Levy Limit or from a voter approved Proposition 21/2 debt exclusion), Enterprise and Revolving Funds or the Community Preservation Fund (see discussion of the CPA below). In 2019, the Town's management, Select Board and finance committees reviewed the Town's finance policies and will be implementing new strategies for funding the Town's capital plan. This includes increasing cash financing of projects, particularly the items that are part of a continuing capital program, and reducing the Town's overall reliance on debt financing. • Other Sources - The Town uses dedicated state aid and grant funding to finance capital investment when these funds are available. • Community Preservation Act (CPA) Funds - Beginning in FY2007, following voter approval, the Town began to assess a Community Preservation Surcharge of 3% of the property tax levied against all taxable real property. For owners of residential property, the assessed value used to calculate the surcharge is net of a $100,000 residential exemption. Community Preservation funds can be used for those purposes defined by the Community Preservation Act, MGL Ch. 44B. Such purposes include the acquisition and preservation of open space, the creation and support of community (affordable) housing, the acquisition and preservation of historic resources, and the creation and support of recreational facilities. Beginning in FY2008, the Town began to receive State matching funds to supplement the local surcharge. Over time, as additional communities in the Commonwealth adopted the CPA surcharge, the annual percentage of state matching funds gradually decreased. In 2019 the state enacted new legislation to increase funding to the Community Preservation budget, and Lexington's annual match is expected to increase significantly. This new legislation is effective beginning in January of 2020, and the Town should expect to see this increased funding in the state match beginning in the Fall of 2020. Receipts for FY2021 from the surcharge and state matching funds are preliminarily estimated at $6.8 million, compared to $5.9 million in FY2020. FY2021 Recommended Budget&Financing Plan February 21,2020 XI-2 FY2021 CAPITAL FINANCING STRATEGY The proposed financing plan for the recommended FY2021 capital budget is shown in the table below. all Other Free Cash/ Funding Tax Levy Sources Debt Total Other** General Fund 71827,011 $ 71138,152 $ 14,965,163 $ -7-7 -) dot -7-)-)-) 1-7 Excluded Debt Projects $ $ $ 28,757,151 $ 28/757/151 $ Other Funding & Chapter 90 $ $ 16,504 $ $ 16,504 $ 1,072,681 Water Enterprise $ $ 330,000 $ 21000,000 $ 21330,000 $ Sewer Enterprise $ $ 100,000 $ 1/301/200 $ 11401,200 $ Recreation Enterprise $ $ 1801000 $ $ 180,000 $ Compost Revolving Fund $ $ $ 275,000 $ 275,000 $ Community Preservation Act* $ 21233,495 $ 21233,495 $ *Includes both Town and non Town CPA funded projects. **Other represents Chapter 90 Aid for street improvements. This item does not require a Town Meeting appropriation. The following table, FY2021 Recommended Capital Budget, lists all FY2021 projects recommended by the Tewff-Maftagefaelect Board for consideration and their estimated costs by program area and funding source. The Capital Expenditures Committee has also been evaluating these requests and will issue a report and recommendations to Town Meeting. FY2021 Recommended Budget&Financing Plan February 21,2020 XI-3 FY2021 Recommended Capital Budget Conservation Parker Meadow Accessible Trail Construction $ 551,026 CPA 10 Conservation Daisy Wilson Meadow Restoration $ 22,425 CPA 10 Conservation Wright Farm Site Plan&Design $ 69,000 CPA 10 ®' 9 Plannin En_ineerin_q Transportation Mitigation-Transportation Safety Group $ 100,000 Free Cash/TNC Funding 12 Total Land Use, Health and Development $ 742,451 Fire Ambulance Replacement $ 325,000 Free Cash 12 Total Public Safety 325,000 Recreation&Comm. Pgms. Pine Meadows Clubhouse Renovation $ 100,000 Recreation RE 11 m tea m � Recreation&Comm. Pgms. Athletic Facility Lighting $ 450,000 CPA 10 Recreation&Comm. Pgms. Park and Playground Improvements $ 95,000 CPA 10 Recreation&Comm. Pgms. Park Improvements-Athletic Fields $ 370,000 CPA 10 Recreation&Comm. Pgms. Park Improvements- Hard Court Resurfacing $ 100,000 CPA 10 Recreation&Comm. Pgms. Pine Meadows Equipment $ 80,000 Recreation RE 11 Recreation&Comm. Pgms. Athletic Fields Feasibility Study $ 100,000 Free Cash 12 Total Culture and Recreation 1,295,000 ,3 5 Public Facilities Public Facilities Master Plan $ 100,000 Free Cash 16 Public Facilities Police Outdoor Indoor Firing Range-Hartwell Avenue 125,000 Free Cash 16 Center Recreation Complex Bathrooms&Maintenance Building Public Facilities Renovation � 100,000 Free Cash 16 Public Facilities Lexington Police Station Reconstruction $ 28,757,151 Exempt Debt WA Public Facilities LHS Science Classroom Space Mining $ 150,000 Free Cash 16 Public Facilities Townwide Roofing Program $ 2,0101152 GF Debt 16 Public Facilities School Building Envelopes and Associated Systems $ 239,285 Free Cash 16 Public Facilities Municipal Building Envelopes and Associated Systems $ 208,962 Tax Levy 16 Public Facilities Building Flooring Program $ 125,000 Free Cash 16 Public Facilities School Paving and Sidewalk Program $ 125,000 Free Cash 16 Public Facilities Public Facilities Bid Documents $ 100,000 Free Cash 16 Public Facilities Public Facilities Mechanical/Electrical System Replacements $ 672,000 Free Cash/GF Debt 16 Public Facilities Westview Cemetery Building is 3,290,000 I GF Debt 16 Total Public Facilities Department 5 36,002,550 q 5 9 '5 50- Public Works New Sidewalk Installations $ 280,000 Free Cash 12 Public Works Battle Green Master Plan-Phase 3 $ 317,044 CPA 10 Public Works Equipment Replacement $ 1,368,000 GF Debt/Compost Debt/Water RE 12 Public Works Street Improvements $ 2,634,022 Tax Levy 12 Public Works Storm Drainage Improvements and NPDES compliance $ 385,000 Free Cash 12 Public Works Hydrant Replacement Program $ 150,000 Free Cash/Water RE 12 Public Works Sidewalk Improvement $ 800,000 GF Debt 12 Public Works Townwide Signalization Improvements $ 125,000 Free Cash 12 Public Works Sanitary Sewer System Investigation and Improvements $ 1,000,000 Wastewater Debt/Operating 14 Public Works Pump Station Upgrades $ 401,200 Wastewater Debt 14 Public Works Water Distribution System Improvements is 2,200,000 Water Debt/Operating 13 Total Public Works Department $ 91660,266 Lexington Public Schools I LPS Technology Program $ 1,299,246 Free Cash 15 FY2021 Recommended Budget&Financing Plan February 21,2020 XI-4 Total Lexington Public Schools $ 11299,246 Information Technology Municipal Technology Improvement Program $ 100,000 Free Cash 12 Information Technology Application Implementation $ 325,000 Free Cash 12 Information Technology Phone Systems&Unified Communication $ 150,000 Free Cash 12 Town Manager Lady of Lexington Painting Restoration $ 9,000 CPA 10 Town Clerk Archives&Records Management/Records Conservation&Preservation is 20,000 CPA 10 Total General Government $ 604,000 Lexhab Vine Street Affordable Housing $ 100,000 CPA 10 '11 Q0'7 Lexington Housing Authority Greeley Village Community Center Preservation $ 130,000 CPA 10 Total Non-Governmental Projects 230,000 ry I CAPITAL PLAN BY FINANCING SOURCE The following pages include tables that show the recommended FY2021 capital projects by financing source: General fund debt; Water fund debt; Wastewater fund debt; Recreation and Community Programs fund debt; Proposition 21/2 excluded debt; Community Preservation fund debt; Compost Revolving fund debt; and Cash capital (i.e., current revenue). Each debt-related table includes the projected debt service impact of recommended projects, actual debt service on debt authorized and issued, and projected debt service on debt authorized and unissued. Finally, each table is accompanied by a written description of each recommended project. FY2021 RECOMMENDED PROJECTS - GENERAL FUND DEBT (Table I) FY2021 Recommended Budget&Financing Plan February 21,2020 XI-5 TABLE I: FY2021 RECOMMENDED PROJECTS- GENERAL FUND DEBT PROJECTED DEBT SERVICE Amount Interest Financed Term Rate FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 MUNICIPAL PROJECTS 1 Townwide Roofing Program $ 2,010,152 10 4% $ - $ 80,406 $ 281,421 $ 273,381 $ 265,340 Equipment Replacement 2 ($1,368,000) $ 1,038,000 5 4% $ 27,680 $ 249,120 $ 240,816 $ 232,512 $ 2241208 3 Sidewalk Improvement $ 800,000 5 4% $ 21,333 $ 192,000 $ 185,600 $ 179,200 $ 172,800 Subtotal $ 3,848,152 $ 49,013 $ 521,526 $ 707,837 $ 685,093 $ 662,348 ® / ericl 4 4-OA 9 r.d 9 r ra. 9 rr y q r 9 sv r, -7- 9 PROJECTS TO BE FUNDED WITH FEE REVENUE 1 Westview Cemetery Building $ 3,290,000 20 4% 1 87,733 1 242,084 1 242,084 1 242,084 242,084 1<n")1' 101),Q<2 260-,4 2 244 (12 2)5291 3 TOTAL PROJECT COSTS $7,138,152 136,747 763,610 949,921 927,177 1 904,432 71 1 1 91 AUTHORIZED LEVY SUPPPORTED DEBT SERVICE FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 A Approved and Issued Levy Supported Debt Service 7,378,090 1 5,860,184 4,368,518 3,414,608 2,160,058 9 9 -8 5-9- 9� 9 9 9 8 9 J�Ty 9 9 B Paydown of Land Purchases-173 Bedford St.&20 Pelham Rd. $ 21403,450 $ 2,320,274 $ - $ - $ - C Projected Approved and Unissued Levy Supported Debt Service 1 599,159 1 41824,253 1 4,611,022 4,467,399 4,323,776 9 9 9 ,� %J%J -1 L� 9 9 9 , 9 D Total Debt Service on Authorized Debt 10,380,698 13,004,711 8,979,540 7,882,007 6,483,834 9 3 9 9 9 9 E Projected New Levy Supported Debt Service(above) 136,747 763,610 949,921 927,177 904,432 9 F TOTAL-PROJECTED LEVY SUPPORTED DEBT SERVICE $9,853,984 $10,517,445 $13,768,321 19,929,461 $8,809,184 $7,388,266 1�1�^/ of rt 1 (➢ 1 1 C1(� 9 9 1$1,4S4-17%- G Plus: Projected Debt Service on Future Capital Projects $ 140,710 $ 1,308,603 $ 21499,714 $ 31715,202 H Less: Debt Service Funded from Special Revenue Accounts $ (80 f380) 246 680 151 042 137 167 128 917 (121,042) 9 1414 9 r 74 gf'r 11 9 11 1111 g /1 9 r 4 I Less: Revenue Set Aside for Paydown of Land Purchases(above) $(2,234,614) $ (2,403,450) $ (21320,274) $ - $ - $ - J Less: Proposed Use of Stabilization Fund $ - _ I (3,126,000)J (2,374,000) g (2,016,000)I(1,361,000) �2 (lf![� l D 9 2 9 n 9 9 9 9 9 9 K Total Offsets to Projected Levy Supported Debt Service $(2,314,994) (21650,129)1 (51456,605) $ (1,202,564) 354,797 21233,160 q-7 7971 1 N (<9 )gCC1 f1 9����72 1 m�g 7 "?91 2�"I 1 L PROJECTED NET LEVY SUPPORTED DEBT SERVICE(F-K) $7,538,990 7,867,316 8,311,715 8,726,898 $9,163,981 $9,621,427 Municipal Projects FY2021 Recommended Budget&Financing Plan February 21,2020 XI-6 1. Townwide Roofing Program - $2,010,,152 (General Fund Debt) Replacing portions of the roof at Bridge Elementary School has been identified as a priority in the Department of Public Facilities' 20-year Roof Master Plan. Water infiltration and ice dams have been ongoing issues for the building, which will be addressed via this work. There is a possibility for funding 27-30% of the project cost under the Massachusetts School Building Authority (MSBA) Accelerated Repair Program. If the MSBA grant is approved, bonds will not be issued for that portion of the project, and the authorized funds will be rescinded. 2. Equipment Replacement - $lf368,000 ($1,,038,,000 General Fund Debt, $275,,000 Compost Revolving Fund Debt &$55,,000 Water Retained Earnings): This is an annual request to replace equipment that is beyond its useful life and whose mechanical condition no longer meets the requirements of the Department of Public Works (DPW). The DPW has an inventory of 146 pieces of equipment including sedans, hybrid SUVs, construction vehicles and specialized equipment used to mow parks, plow snow, repair streets and complete a variety of other projects. Without regular equipment replacement, the efficiency and cost effectiveness of the DPW's operations would be handicapped due to equipment down time and excessive repair costs. Each piece of equipment is inventoried with original and current replacement cost, state of condition and replacement time interval. Replacement intervals vary from 5 to 20 years and are based on manufacturer recommendations and use (type and duration). The selection of vehicles to be replaced begins with the proposed replacement date. Then each vehicle is assessed as to its mechanical condition and work requirements. The systematic replacement program defines what equipment is expected to need replacement during the next five years with the intent of preventing any unexpected emergency purchases. Annual updates are conducted by the Equipment Maintenance Division, Division Superintendents and reviewed by the Manager of Operations and Director of Public Works. The FY2021 request, by funding source, is shown in the table below. Compost Water Equipment GF Debt Revolving RE Total F550 Flatbed/Crane with Snow Plow- Highway $ 115,000 $ 115,000 F450 Utility body with Plow- Highway $ 110,000 $ 110,000 CAT Loader- Compost $ 275,000 $ 275,000 Winter Brine System - Highway $ 213,000 $ 213,000 6 Wheel Dump Truck- Highway $ 330,000 $ 330,000 6"Trash Pump -Water 55,000 $ 55,000 Aerial Bucket Truck- Public Grounds $ 220,000 $ 220,000 Electric Grass Mower- Public Grounds $ 50,000 $ 50,000 Total $1,038,000 $275,000 $ 55,000 $1,368,000 3. Sidewalk Improvement - $800,,000 (General Fund Debt): This request seeks funds to rebuild and/or repair existing sidewalks that are in poor condition. DPW (in conjunction with various committees and town departments) generates a list each year of sidewalks most in need of repair/replacement, based on four determining factors: 1) Is the sidewalk unsafe for travel due to trip hazards, defects, etc. 2) Is the sidewalk within the Safe Routes to School Program 3) Is the volume of pedestrian traffic heavy, light or average FY2021 Recommended Budget&Financing Plan February 21,2020 XI-7 4) Is the general condition of the sidewalk poor, fair or good which dictates treatments such as full reconstruction, overlay or patching DPW currently reviews the condition for 30% of town sidewalks annually, which is used to identify the work to be done. Sidewalks considered for FY2021 funding include: • East Street from Lowell Street to Grant Street • Mass Ave. from Antony Park to Percy Road (East Side) • Worthen Road from Waltham Street to Kendall Road • Lowell Street from Woburn Street to Maple Street • Cherry Street • Ingleside Road • Stetson Street • Reconstruction of Ramps, Townwide • Abernathy Road • Carnegie Place • Tidd Circle The following table presents the recent history of Sidewalk appropriations: FY2014* FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 $ 400,000 $ 400,000 $ 600,000 $ 600,000 $ 800,000 $ 800,000 $ 800,000 *Does not include$200,000 of a $600,000 appropriation that was designated for the construction of a Hartwell Avenue mixed use path. -Faeflft4&.=P ii, ® , ® EN103ee Projects to be Funded with Fee-Based Revenue 1. Westview Cemetery Building - Construction - $3,,290,,000 (General Fund Debt with debt service partially funded from Sale of Cemetery Lots Special Revenue Fund): In 2015 Town Meeting appropriated $50,000 for an assessment of the current building at Westview Cemetery. The existing building serves as the cemetery office, meeting area for grieving families and work space for maintenance staff; however, the facility has deteriorated and needs to be brought up to code. The only significant upgrade to the building in the last 15 years has been the installation of a new roof. Limited space does not permit private space for grieving families and the maintenance area lacks adequate space for all equipment to be stored indoors. FY2021 Recommended Budget&Financing Plan February 21,2020 XI-8 At the 2017 Annual Town Meeting $270,000 was appropriated for the design of a new building on the Westview Cemetery grounds. FY2021 funds are requested for the construction of a new building. The redevelopment of the building will enhance cemetery operations by providing a welcoming and private space for families and visitors and provide staff with adequate and more efficient office space, storage space and maintenance space. The request for construction funding was originally presented at the 2018 Annual Town Meeting, but ultimately postponed for one year while the community assessed the option of including a crematory at Westview Cemetery. The Select Board formed a special Ad Hoc Crematory Study Committee to review this proposal, and in the Fall of 2019 the committee, after much research and deliberation, recommended not to build a crematory at this time. The $3-,290-,,GGGJ3,29�OO�OO request for construction funds does not include a crematory, but it will fund a building that is designed with an option to add a crematory facility in the future. FY2021 Recommended Budget&Financing Plan February 21,2020 XI-9 FY2021 RECOMMENDED PROJECTS - WATER FUND DEBT (Table II) TABLE II: FY2021 RECOMMENDED PROJECTS-WATER DEBT Amount Interest Project Financed Term Rate FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 1 Water Distribution System $2,000,000 10 4% imm $ 26,667 $ 166,667 $ 276,000 $ 268,000 $ 260,000 Improvements($2,200,000) TOTAL PROJECT COSTS $2,0001000 $ 26,667 $ 166,667 $ 276,000 $ 268,000 $ 260,000 AUTHORIZED WATER DEBT SERVICE FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 A Subtotal:Authorized and Issued Water Debt Service 1,190,703 1 874,696 1 698,571 1 549,035 403,268 B Subtotal:Approved and Unissued Water Debt Service(short and long- 61,400 737,800 716,720 $ 695,640 674,560 term) C Total:Debt Service on Authorized Debt 11,252,103 $1,612,496 $1,415,291 1,244,675 $1,077,828 D Subtotal: Projected Debt Service on Proposed Capital Projects /$ 26,667 $ 166,667 $ 276,000 $ 268,000 $ 260,000 E TOTAL PROJECTED WATER DEBT SERVICE $1,277,412 1,278,770 $1,779,162 $1,691,291 11,512,675 $1,337,828 y_1 91 1 91 2 1 91 y 51 7 725 1 �� 9 9` 9�7 7 9 9 9 9 9 � 7 1. Water Distribution System Improvements - $2,2OOfOOO ($2,000,000 Water Debt, $200,000 Water User Charges): This is an annual program that replaces unlined, inadequate, aged and vulnerable water mains, deteriorated service connections and eliminates dead ends in the water mains. Work is underway and nearing completion for a significant 16" water main installation on Hartwell Avenue. Design is in progress for several other roadways including Peacock Farm Road and Eldred Street. The Town has also completed a hydraulic model for the entire distribution network and an asset management plan for replacing the Town's aging water infrastructure that will ensure a proactive approach for keeping Lexington's water both safe and reliable. The model identifies areas of vulnerability, water aging, and those areas with low volumes and pressures, and the asset management plan recommends the replacement of 1% of our water mains on an annual basis. The FY2021 funding request for this annual program has been increased to meet these recommendations. Beginning in FY2021, funding for this ongoing capital replacement program will be gradually shifted to being funded by Water user charges, with an ultimate goal of transitioning the entire program to cash funding over 11 years. While rate payers may pay slightly higher water rates in the short- term, significant debt service savings will be realized, resulting in lower overall costs in the long- term. FY2021 Recommended Budget&Financing Plan February 21,2020 XI-10 FY2021 RECOMMENDED PROJECTS - WASTEWATER FUND DEBT (Table III) TABLE III: FY2021 RECOMMENDED PROJECTS-WASTEWATER DEBT Amount Interest Project Financed Term Rate FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 Sanitary Sewer System 1 Investigation and Improvements $900,000 10 4% $ 12,000 $ 75,000 $ 124,200 $ 120,600 $ 117,000 ($1,000,000) 2 Pump Station Upgrades $401,200 10 4% $ 10,699 $ 56,168 $ 54,563 $ 52,958 $ 51,354 TOTAL PROJECT COSTS $1,3011200 $ 22,699 $ 131,168 $ 178,763 $ 173,558 $ 168,354 AUTHORIZED SEWER DEBT SERV. FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 A Subtotal:Authorized and Issued Sewer Debt Service 1,290,481 J 11224,264 1 1,056,923 1 808,170 1 736,174 6 Subtotal:Approved and Unissued Sewer Debt Service(short and long- 75,400 641,200 1 6224880 604,560 586,240 term) 9000- 9644- 9 ®® C Total:Debt Service on Authorized Debt 11,365,881 $1,865,464 $1,679,803 11,412,730 $1,322,414 D Subtotal: Projected Debt Service on Proposed Capital Projects $ 22,699 $ 131,168 $ 178,763 $ 173,558 $ 168,354 E TOTAL PROJECTED SEWER DEBT SERVICE $1,278,322 11,388,579 $1,996,632 $1,858,567 11,586,288 $1,490,767 1. Sanitary Sewer System Investigation and Improvements - $1,000,000 ($900f000 Wastewater Debt, $100,,000 Wastewater User Charges): This is an annual program that provides for rehabilitation of sanitary sewer infrastructure. Work will include replacement or repair of deteriorated sewers, force mains and manholes in order to improve flow and reduce inflow and infiltration into the system. Engineering investigation and evaluation will continue on sewers throughout town, including those in remote, hard to access areas. A significant lining project in the Dunback Meadow area and the Bow Street area along Mill Brook, has been completed. Near term rehabilitation is anticipated in sewer basins 1, 6, 7 and 8, followed by investigations in subareas 3 and 9. These capital investments improve the operation of the sewer system, reduce backups and potential overflows, prevent system malfunctions and reduce the measured flows through the MWRA meter. Beginning in FY2021, funding for this ongoing capital replacement program will be gradually shifted to being funded by Wastewater user charges, with an ultimate goal of transitioning the entire program to cash funding over 10 years. While rate payers may pay slightly higher wastewater rates in the short-term, significant debt service savings will be realized, resulting in lower overall costs in the long-term. 2. Pump Station Upgrades - $401,,200 (Wastewater Debt): This is an ongoing program to upgrade Lexington's ten sewer pumping stations. A 2013 evaluation and capital plan was developed for the Town with the assistance of Wright-Pierce, including a detailed engineering survey of the pump stations. The survey helped determine current and future needs, timetable and probable costs for the proposed work. The Worthen Road pump station construction is complete. Both the Marshall Road and Constitution Road pump stations are under construction. Design for the Hayden Ave pump station is underway and will be followed by construction. It is anticipated that the North Street and Bowman Street pump stations will be next in line for design; however, stations are constantly monitored and schedules adjusted to meet more urgent needs. The goal of this program is to upgrade all the pumps and support systems to enable better energy efficiency and avoid emergency expenditures. FY2021 Recommended Budget&Financing Plan February 21,2020 XI-11 FY2021 Recommended Budget&Financing Plan February 21,2020 XI-12 FY2021 RECOMMENDED PROJECTS - RECREATION FUND DEBT (Table IV) TABLE IV: FY2021 RECOMMENDED PROJECTS-RECREATION and COMMUNITY PROGRAMS DEBT Amount Interest Project Financed Term Rate FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 1 None Proposed $ — --- --- $ — $ — $ — $ — $ — TOTAL PROJECT COSTS $ — $ — $ — $ — $ — $ — AUTHORIZED RECREATION REVENUE DEBT SERV. FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 A Subtotal: Approved and Issued Revenue Supported Debt Service $ — $ — $ — $ — $ — B Subtotal: Approved and Unissued Revenue Supported Debt Service $ — $ — $ — $ — $ — C Total: Approved Revenue Supported Debt Service $ — $ — $ — $ — $ — D Subtotal: Projected Debt Service on Proposed Capital Projects $ — $ — $ — $ — $ — E TOTAL PROJECTED DEBT SERVICE $ — $ — $ — $ — $ — $ — No recommendations for debt financing. FY2021 RECOMMENDED PROJECTS - FUNDING THROUGH PROPOSITION 21/2 DEBT EXCLUSION (Table V) TABLE V: FY2021 RECOMMENDED PROJECTS-FUNDING THROUGH PROPOSITION 2 1/2 DEBT EXCLUSION Amount Interest Project Financed Term Rate FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 Project for consideration at Springfall 2020 Special Town Meeting Lexington Police Station o 1 Reconstruction $28,757,151 30 4/o _ 766,857 1 2,1084858 2,070,515 1 24032,172 PROD.NEW EXCLUDED DEBT SERVICE $28,757,151 _ 7664857 1 2,108,858 2,070,515 2,0324172 9 9 9 , 3829 9 APPROVED AND PROPOSED EXCLUDED DEBT SERVICE FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 Subtotal Approved and Issued Excluded Debt Service 1 15,678,552 1 15,168,636 1 14,481,685 12,539,982 1 12,188,861 1 Arm 41< , C1�;Y� � , '7Q')QQ< ,13AQ<Q 1 , 1 Subtotal Approved and Unissued Excluded Debt Service 442,549 3,577,841 3,473,331 34368,822 3,2644312 Total: Approved Excluded Debt Service 16,121,100 18,746,477 1 17,955,016 15,908,804 15,453,173 1<'71n Q 9 w 1 Q�Q� )Q�7 1'7 O011 K'IK 1�C]�� �2- 1 5 llCl� 1 % % % % % Subtotal Subtotal-Projected Exempt Debt Service(above) _ 7664857 1 2,108,858 1 2,070,515 240324172 TOTAL APPROVED AND PROPOSED EXCLUDED DEBT SERVICE $16,328,254 $16,121,100 $19,513,335 $20,063,874 $17,979,319 $17,485,345 ,t om 20 8#54q ,4 817 4'2 2 Less: use of Capital Stabilization Fund to Mitigate Debt Service $ (5,200,000) $ (3,500,000) J (5,200,000J I (3,900,000l $ — $ — Impacts on Property Tax Bills 9 9 9 9 Net Excluded Debt Service $11,128,254 $12,621,100 $14,313,335 $16,163,874 $17,979,319 $17,485,345 12 ,4 0 1 -5 17 5 S- 1q 0 817 91 94 FY2021 Recommended Budget&Financing Plan February 21,2020 XI-13 1. Lexington Police Station Reconstruction - $28,757,,151 (Exempt Debt): The existing police station opened in 1956 and lacks many basic amenities of a modern police facility. The building does not have an elevator or a sally port for prisoner access to the cell block. It also lacks a fire sprinkler system. The indoor firing range, locker rooms, garage and office spaces are inadequate. Bathrooms on the basement and second floor levels are not ADA compliant. The heating and cooling systems are inefficient and the building is served by two separate electrical systems which cause problems during outages. In FY2017, the Town appropriated $65,000 for a feasibility study to consider locations for constructing a new Police Station. In FY2018, the Town funded the design and engineering of a new Police Station at its current location, 1575 Massachusetts Avenue. The funding request for the demolition and reconstruction of the Police Station, and temporary relocation space, is expected at the Fall 2020 Special Town meeting, with a debt exclusion vote to follow. FY2021 RECOMMENDED PROJECTS - Community Preservation Act Debt (Table VI) TABLE VI: FY2021 RECOMMENDED PROJECTS-COMMUNITY PRESERVATION ACT DEBT Amount Interest Project Financed Term Rate FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 1 None Proposed Is - --- I 1��Wxz--- $ -1$ -1$ -1$ -1$ - TOTAL PROJECT COSTS $ - $ - $ - $ - $ - $ - AUTHORIZED CPA REVENUE DEBT SERV. FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 A Subtotal: Approved and Issued Revenue Supported Debt Service $ 2,017,150 $ 1,949,550 $ 1,866,600 $ 11788,900 $ 681,200 B Subtotal: Approved and Unissued Revenue Supported Debt Service $ 999,580 $ 951,864 $ - $ - $ - C Total: Approved Revenue Supported Debt Service $3,016,730 $2,901,414 $1,866,600 $1,788,900 $ 681,200 D Subtotal: Projected Debt Service on Proposed Capital Projects $ - $ - $ - $ - $ - E TOTAL PROJECTED DEBT SERVICE $3,094,680 $3,016,730 $21901,414 $1,866,600 $1,788,900 $ 681,200 No recommendations for debt financing. FY2021 RECOMMENDED PROJECTS - Compost Revolving Fund (Table VII) TABLE VII: FY2021 RECOMMENDED PROJECTS-Compost Revolving Fund Amount Interest Project Financed Term Rate FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 1 Equipment Replacement 1$ 275,000 5 1 4.0% $ 7,333 $ 66,000 $ 63,800 1$ 61,600 1$ 59,400 TOTAL PROJECT COSTS $ 275,000 $ 7,333 $ 66,000 $ 63,800 $ 61,600 $ 59,400 AUTHORIZED REVENUE SUPPPORTED DEBT SERV. FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 A Subtotal: Approved and Issued Revenue Supported Debt Service $ 205,557 $ 157,501 $ 157,031 $ 126,186 $ 121,466 B Subtotal: Approved and Unissued Revenue Supported Debt Service $ - $ - $ - $ - $ - C Total: Approved Revenue Supported Debt Service $ 205,557 $ 157,501 $ 157,031 $ 126,186 $ 121,466 D Subtotal: Projected Debt Service on Proposed Capital Projects $ 7,333 $ 66,000 $ 63,800 $ 61,600 $ 59,400 E TOTAL PROJECTED DEBT SERVICE $ 216,859 $ 212,890 $ 223,501 $ 220,831 $ 187,786 $ 180,866 FY2021 Recommended Budget&Financing Plan February 21,2020 XI-14 1. Equipment Replacement - $lr368,fOOO ($1,,038,000 General Fund Debt, $275,000 Compost Revolving Fund Debt & $55,,000 Water Retained Earnings): See detailed description under Table I - General Fund Debt. FY2021 Recommended Budget&Financing Plan February 21,2020 XI-15 FY2021 RECOMMENDED PROJECTS - CASH CAPITAL (Table VIII) TABLE VIII: FY2021 RECOMMENDED FUNDING FROM REVENUES(Cash by Source) Water Recreation Enterprise TNc Retained Retained Operating SpecialRev Project Free Cash Tax Levy Earnings Earnings Funds CPA* Fund Total Cost Other** SCHOOL PROJECTS 1 LPS Technology Program $1,299,246 $ 1,299,246 $ - 6 e6 ® e® eo e® ®a ®o e® ® eo FACILITIES 2 Public Facilities Master Plan $ 100,000 $ 100,000 3 Police Outdoor/Indoor Firing Range-Hartwell Avenue 125,000 125,000 4 Center Recreation Complex Bathrooms&Maintenance 100,000 100,000 Building Renovation - 5 LHS Science Classroom Space Mining $ 150,000 $ 150,000 6 School Building Envelopes and Associated Systems $ 239,285 $ 239,285 4 7 Municipal Building Envelopes and Associated Systems $ 208,962 $ 208,962 -5- 8 Building Flooring Program $ 125,000 $ 125,000 9 School Paving and Sidewalk Program $ 125,000 $ 125,000 10 Public Facilities Bid Documents $ 100,000 $ 100,000 11 Public Facilities Mechanical/Electrical System 672,000 672,000 Replacements 9 � q ® ee ae ee ®¢ ®P ae MUNICIPAL PROJECTS 112 Parker Meadow Accessible Trail Construction $ 551,026 $ 551,026 13 Daisy Wilson Meadow Restoration $ 22,425 $ 22,425 14 Wright Farm Site Plan&Design $ 69,000 $ 69,000 15 Transportation Mitigation-Transportation Safety Group $ 83,496 $16,504 $ 100,000 16 Ambulance Replacement $ 325,000 $ 325,000 44 17 Pine Meadows Clubhouse Renovation $ 100,000 $ 100,000 iH!AAA ova 4-6 18 Athletic Facility Lighting $ 450,000 $ 450,000 19 Park and Playground Improvements $ 95,000 $ 95,000 20 Park Improvements-Athletic Fields $ 370,000 $ 370,000 21 Park Improvements-Hard Court Resurfacing $ 100,000 $ 100,000 22 Pine Meadows Equipment $ 80,000 $ 80,000 23 Athletic Fields Feasibility Study $ 100,000 $ 100,000 24 New Sidewalk Installations $ 280,000 $ 280,000 25 Battle Green Master Plan-Phase 3 $ 317,044 $ 317,044 FY2021 Recommended Budget&Financing Plan February 21,2020 XI-16 26 Equipment Replacement $ 55,000 $ 55,000 27 Street Improvements $2,634,022 $ 2,634,022 $1,072,681 28 Storm Drainage Improvements and NPDES compliance $ 385,000 $ 385,000 29 Hydrant Replacement Program $ 75,000 $ 75,000 $ 150,000 30 Townwide Signalization Improvements $ 125,000 $ 125,000 31 Sanitary Sewer System Investigation and Improvements $ 100,000 $ 100,000 32 Water Distribution System Improvements $ 200,000 $ 200,000 33 Municipal Technology Improvement Program $ 100,000 $ 100,000 34 Application Implementation $ 325,000 $ 325,000 35 Phone Systems&Unified Communication $ 150,000 $ 150,000 36 Lady of Lexington Painting Restoration $ 9,000 $ 9,000 37 Archives&Records Management/Records Conservation $ 20,000 $ 20,000 &Preservation ® BB ® BB BB ®B ®B ® ®B OTHER CPA FUNDED PROJECTS 38 Vine Street Affordable Housing $ 100,000 $ 100,000 Fental - '11 z roc 7 39 Greeley Village Community Center Preservation $ 130,000 $ 130,000 r ® a ¢ a ¢ a a B B B B B B ® BB ® ® BB BB tlB tlB *CPA totals do not include proposed FY2021 administrative budget of$150,000 and$3,016,730 for debt service. **Other includes$1,072,681 in Chapter 90 Aid for street improvements,which reflects the traditional distribution of$975,165,plus an additional distribution of$97,516 approved in December 2019. ***Proposed funding for the annual street resurfacing program is comprised of$2,634,022 of tax levy dollars and an anticipated distribution of$1,072,681 of Chapter 90 funds. This level of funding is intended to move the Town toward a targeted roadway surface rating(RSR)in the mid-80s. School Department Proms 1, LPS Technology Program - $1,299,246 (Free Cash): This request addresses the District's strategic goal for enhancing the capacity to utilize technology as an instructional and administrative tool. The request will increase student access to devices to allow for innovative learning methods that integrate supportive technologies, problem-based approaches and higher order thinking skills. This capital improvement project for FY2021 would provide funding for the following: Tech Workstations - $185,350 is requested to replace staff workstations and peripheral devices (laptops, desktops, printers and monitors). 1:1 Middle School Program - $221,000 is requested to fund Chromebooks for 6t" graders entering Diamond and Clark Middle Schools, which will follow them through middle school. 1:1 at LHS - $176,800 is requested to purchase Chromebooks for 9t" graders, which will follow them through high school. STEM/STEAM/Computer Science - $49,200 is requested to update the Music Computer Lab at LHS and purchase STEM/STEAM based curricular materials. FY2021 Recommended Budget&Financing Plan February 21,2020 XI-17 Interactive Projectors/Whiteboard Units and Document Cameras - $238,896 is requested to replace 48 interactive projectors districtwide. This equips buildings with either a touch-activated interactive system with a new ceramic whiteboard and speakers, or an interactive TV. The replacements will begin with the oldest model per school until all systems are within a 4-year window with all of the same functionality. The request will also replace 28 document cameras at Bowman Elementary School, with remaining schools planned in future years. District and Building Network Infrastructure - $248,000 is requested to replace end of life WAPS (Wireless Application Protocol), switches and POEs (Power over Ethernet) districtwide. Server/Storage Infrastructure - $180,000 is requested to replace 6 cache servers to support online computer-based testing at the elementary schools, a second virtual server to allow for additional in- house file storage capacity, as well as additional cache servers needed to support online computer- based testing at the middle and high schools. Department of Public Facilities Projects 2. Public Facilities Master Plan - $100,,000 (Free Cash): This funding requests is for the purpose of creating a Public Facilities Master Plan for municipal buildings and infrastructure to be combined with the School Facilities Master Plan to better inform policy makers on future projects, total costs and potential debt costs. 3. Police Outdoor/Indoor Firing Range - Hartwell Avenue - $125,000 (Free Cash): The Police Department is requesting funds to produce a schematic design for a firing range at the Hartwell Avenue Composting facility to replace the current outdoor range at the facility which is no longer adequate, and the indoor range which will not be rebuilt in the new Police Station. Given the importance of'use of force'training for police officers, there may be an opportunity for construction to be funded by state and/or federal grants. Availability of those grants may not be known until a more detailed design is available. Therefore, a request for construction funding will be delayed until FY2023 at the earliest to allow time for stakeholders to evaluate the gr�potential and provide a comprehensive assessment to Town Meeting. 4, Center Recreation Complex Bathrooms & Maintenance Building Renovation - $100,000 (Free Cash): This request is for design and engineering costs associated with renovation of the bathrooms and maintenance building at the Center Recreation Complex. The project will renovate the bathrooms, repair the plumbing system, and install new fixtures. In addition, the storage area currently used by DPW staff to maintain the athletic fields in the area, will be renovated to better support those efforts. ,5. LHS Science Classroom Space Mining - $150,000 (Free Cash): While there is a long- term plan to renovate or replace the high school, there is an immediate need to provide sufficient space to educate students at current enrollment levels. It is projected that there will be insufficient Science lab space in FY2021 to support the science curriculum. This request will provide design and construction dollars to modify existing interior spaces over the Summer of 2020 to meet that need. Furnishings and equipment will be provided from the school operating budget. ® . School Building Envelopes and Associated Systems - $239.,285 (Free Cash): The purpose of this ongoing capital request is to perform annual prioritized extraordinary repairs and modifications to school buildings and systems. Specifically, the FY2021 request will be used to address repairs of water and air infiltration issues of the gaskets, caulking, doors and windows at the Central Administration Building, and Bridge and Bowman Elementary Schools. FY2021 Recommended Budget&Financing Plan February 21,2020 XI-18 ®7. Municipal Building Envelopes and Associated Systems - $208',962 (Tax Levy): This ongoing capital request, originally approved for funding in the 2006 Proposition 21/2 Override, includes repair and replacement projects for the maintenance and upgrade of municipal buildings and systems. The FY2021 request seeks funding for implementation of extraordinary repairs on the Cary Memorial Building. The Town contracted with LDa Architecture to review the existing interior and exterior condition. This project will repair soffit and roofing issues as well as other building envelope issues. I Building Flooring Program - $125.,000 (Free Cash): Initiated in FY2011, this is an annual request for funds to be used for the replacement of flooring systems in municipal and school buildings. The FY2021 request will be used for hallway floors at Harrington Elementary School, and various locations at the Public Services Building. In FY2020, the Clarke middle school gym floor was re-poured, and a stairwell at the Diamond middle school was replaced. A project at the Town Office Building is planned for Spring 2020. The goal of this annual program is to ensure failing floor surfaces are replaced and are safe for all users. .9. School Paving and Sidewalk Program - $125,,000 (Free Cash): This capital request provides'as needed' replacement of sidewalks, bus loops and parking areas on school grounds. The FY2021 request will specifically fund sidewalk panel replacements and parking and roadway improvements at the Bridge and Bowman Elementary Schools which are currently in poor condition. Extraordinary repairs for school paving areas are necessary to maintain parking and pedestrian surfaces in a condition suitable for public safety and highlights the Safe Routes to School. .10. Public Facilities Bid Documents - $100,,000 (Free Cash): This is an annual request for funding of professional services to produce design development, construction documents and/or bid administration services for smaller projects in anticipation of requests for construction funding at town meeting that have a high probability of approval. This will ensure that both municipal and school projects can be completed in the then-current construction season, which is particularly important for the timely completion of school building projects given the short window between the end of school in June and the end of summer. ®11. Public Facilities Mechanical/Electrical System Replacements - $672,FOOO ®(Free Cash): This request is part of an ($84- nnual replacement of HVAC and electrical systems that have exceeded their useful lives and require replacement before excessive failures occur. The FY2021 appropriation will be used to replace the Variable Air Volume (VAV) system at Cary Memorial Library, which is under-performing due to the units having exceeded their life-cycle. If not replaced, the Library risks unplanned interruptions in service and unreliable control of space temperatures for building occupants. If funded, the project would take place in fall of 2020, after the cooling season. Municipal Projects ®12. Parker Meadow Accessible Trail Construction - $551,026 (CPA): This request will fund construction of a universal accessible passive recreation trail system at Parker Meadow Conservation Area, a 17-acre parcel located near Lexington Center with access off the Minuteman Bikeway. Design funds were approved at 2014 Annual Town Meeting. ®13. Daisy Wilson Meadow Restoration - $22,f425 (CPA): This request is a continuation of the Conservation Commissions Meadow Preservation Program to preserve approximately 5 acres of meadow at the Daisy Wilson Meadow. The preservation will improve passive recreation opportunities, enhance wildlife and plant habitat, and create a renewed connection to Lexington's history through the recovery of stone walls and scenic vistas. FY2021 Recommended Budget&Financing Plan February 21,2020 XI-19 ®14. Wright Farm Site Plan & Design - $69,000 (CPA): This request is for planning and design funds for Wright Farm. The project proposes to build on the existing planning that has been done for the Wright Farm barn property by engaging a consultant to develop a site access and design plan with cost estimates for conservation land access, parking and trail access. The barn is in process of being transferred to the Conservation Commission to be managed alongside the 12.6 acre Wright Farm Property. The Commission is currently engaged in long-term planning for the entire facility with the possibility of converting the barn into an environmental education center; possibilities exist to use the renovated space for events or to house the offices of local conservation organizations. ®15. Transportation Mitigation - Transportation Safety Group - $100,fOOO ($83,,496 Free Cash, $16,,504 Transportation Network Company TNC) Special Revenue Fund): This annual capital request is to support the ongoing work of the Transportation Safety Group (TSG). The TSG is staffed by the Planning, Engineering, School and Police Departments. Between FY2008 and FY2011, Town Meeting appropriated funds to collect data, perform analysis, review citizen requests and recommendations for various townwide transportation improvements in support of the Traffic Mitigation Group (dissolved in 2012 and later reconstituted as the TSG). Due to an increase in the number of citizen requests received in recent years, the TSG seeks to continue this funding for FY2021 and anticipates the need to be ongoing in order to ensure that transportation safety remains a critical part of Lexington's quality of life. The FY2021 funds are proposed for evaluation, engineering and construction of crosswalks and the installation of pedestrian-activated beacons at crosswalks, including locations on Crosby Road near the Hastings Elementary School. ®16. Ambulance Replacement - $325,,000 (Free Cash): The Fire Department's ambulance replacement program attempts to rotate ambulances every three years. The new vehicle runs as the primary ambulance, moves to the secondary position and finally to mechanical back-up status. At the end of the nine-year rotation, the mechanical back-up vehicle has roughly 150,000 miles on it and completes more than 9,000 medical transports. This FY2021 request will fund the purchase of a new ambulance with the mechanical back-up ambulance being traded in. ieffiie- ®17. Pine Meadows Clubhouse Renovation - $100,,000 (Recreation Retained Earnings): This request is for design and engineering costs associated with renovation of the clubhouse at Pine Meadows Golf Club. The clubhouse was constructed prior to the Town's acquisition of the course in 1988, and is in need of a complete renovation. Work is anticipated to include renovating the main concourse area and the bathrooms, including plumbing and fixtures, replacing the roof, and making the building ADA-compliant. r FY2021 Recommended Budget&Financing Plan February 21,2020 XI-20 18.Athletic Facility Lighting - $450.rOOO (CPA): This request is to complete the Athletic Facility Lighting project at the Gallagher Tennis Courts, Center basketball courts, and Town Pool Complex. Funding for this project was approved at the 2018 Annual Town Meeting and the scope called for the upgrades to be completed at these locations, as well as the Center #1 baseball field and Center #2 softball field. However, work was only completed at Center #1 and Center #2 since the bid came in over-budget. 19.Park and Playground Improvements - $95,rOOO (CPA): This request will update and replace playground equipment and install a bike rack at Sutherland Park. The proposed improvements will renovate and rehabilitate existing safety surfacing and equipment so that the site will be in compliance with the Consumer Product Safety Commission (CPSQ, the American Society for Testing and Materials (ASTM) and the American with Disabilities Act (ADA). Additionally, at the recommendation of the ADA Compliance Study that was completed in 2017, the surfacing tiles at the entrance of the playground will be reset, an accessible route to the dugouts at the baseball field will be created, and an accessible path will be extended from the existing asphalt path to the water fountain near the entrance of the park. 20.Park Improvements - Athletic Fields - $370,rOOO (CPA): This ongoing multi-year capital program is to address safety and playability concerns as well as provide adequate and safe field conditions. This program funds improvements to athletic fields, including renovations to natural turf, drainage, new irrigation systems, and site amenities including benches and backstops. The FY2021 funds will be used for such improvements to the Harrington Elementary School Field. Based on recommendations from a 2017 ADA Compliance Study, the gravel driveway from Lowell Street will be paved to provide more accessible parking and a formal entrance, an accessible route will be created from the school drive to the team areas, and the team areas will be renovated to provide more appropriate wheelchair space. In addition, new in-ground irrigation systems will be installed at the Bowman and Franklin School fields. If approved, renovations will begin in the Fall of 2020. 21.Park Improvements - Hard Court Resurfacing - $100,fOOO (CPA): This ongoing program provides funding for resurfacing, painting and striping the hard court surfaces at Recreation facilities. These facilities include neighborhood Basketball Courts, Center Track and Tennis Courts at the Center Complex, Clark Middle School, Adams Park and Valley Park. The FY2021 funding request will resurface, paint and re-stripe the Valley tennis courts, install a new bike rack and pave the parking area and stone dust path. These repairs of hard court surfaces will increase their quality and safety. 22.Pine Meadows Equipment - $80.,000 (Recreation Retained Earnings): This request will purchase a new fairway mower and a top dresser machine to replace existing equipment acquired in 2012 and 2001. The life expectancy of a fairway mower is 10 years and 15 years for a top dresser. The new equipment will ensure proper maintenance of the turf, improved pace of play, and superior playing conditions. 23.Athletic Fields Feasibility Study - $100,,000 (Free Cash): Funds for a feasibility study for 14 town-owned properties are requested. The study is intended to consider improvements to the properties that may include converting natural grass to synthetic turf, installing lighting, or reorienting existing fields. It is anticipated that the results would prioritize proposed improvements, which would serve as the basis for future capital requests. FY2021 Recommended Budget&Financing Plan February 21,2020 XI-21 24.New Sidewalk Installations - $280.,000 (Free Cash): This request will fund construction of new sidewalks in two locations - 1) Westminster from Lowell Street to the Arlington Town Line, and 2) Massachusetts Avenue from Crosby Drive to approximately the Route 95 bridge, to accommodate access to Hastings School for direct abutters who no longer have rear yard access. Additional locations have been requested for future years, and may warrant having further discussions with policy makers on cost-sharing with property owners through betterment assessments. 25.Battle Green Master Plan - Phase 3 - $317,044 (CPA): The FY2021 request is for the final portion of a three phase Battle Green Master Plan implementation. Phases 1, 2 and half of Phase 3 have been funded with work scheduled for fall 2019 and spring 2020. Originally, full funding for Phase 3 was requested in FY2020, but CPA funding constraints caused a portion of the project to be deferred until FY2021. This final installment will address lights and the remaining pathway, monument and landscaping work. 26.Eq u i pment Replacement - $1,368,000 ($1,,038,,000 General Fund Debt, $275,,000 Compost Revolving Fund Debt & $55,,000 Water Retained Earnings): See detailed description under Table I - General Fund Debt. I 27.Street Improvements - gi _($2,634,022 Tax Levy, $1,072'.681 Chapter 90 funding): This is an annual request for the street resurfacing and maintenance program. In addition to the $2,634,,022 appropriated from the tax levy, $1,072,681 of Chapter 90 funds will be utilized. (Chapter 90 funding is based on Lexington's most recent allocation and on the current state allocation of $220 million statewide.) Funds will be used for design, inspections, planning, repair, patching, crack sealing and construction of roadways and roadway related infrastructure including repair and installation of sidewalks. A preliminary list of the streets to be repaired under this article is currently being developed. A pavement management system is utilized to assist in analyzing the road network and selecting roadways for repairs. This funding will allow for the proper improvements and repair of Lexington's streets and sidewalks, increasing their quality and safety. Street Improvements - Financing Components FY2021 2001 Override Increased by 2.5% per year $ 706,067 Maintenance of unallocated revenue from FY2012 Revenue Allocation Model $ 281,234 Maintenance of unallocated revenue from FY2013 Revenue Allocation Model $ 164,850 FY2014 Health Insurance Savings $1,100,000 Additional Tax Levy Funding $ 381,871 Estimated Chapter 90 Aid $1,072,681 Total $3,706,703 Without Chapter 90 $2,634,022 FY2021 Recommended Budget&Financing Plan February 21,2020 XI-22 28.Storm Drainage Improvements and NPDES compliance - $385,000 (Free Cash): This is an annual request to replace and supplement existing drainage structures, issues typically uncovered during roadway related construction activity. Funds will also be used for continued compliance with the Environmental Protection Agency (EPA) Phase II regulations which help improve the water quality of Lexington's streams and ponds. Approximately $115,000 of this funding request is for compliance with the construction related portions of the National Pollutant Discharge and Elimination System (NPDES) minimum control measures as mandated by the EPA in the stormwater general permit. The increase is due to the release of the new permit that requires the Town to comply with additional requirements which include illicit discharge detection and elimination, best management practices (BMP), installation, and retrofits. The remaining $270,000 will be used to repair/replace drainage structures encountered during road construction, repair other drainage areas of concern in the Town and improve stormwater issues discovered during NPDES investigation work. Illicit discharge detection has been ongoing in the Vine Brook and Mill Brook areas where contamination has been identified. The pre-emptive repair of existing drainage structures will reduce damage to structures themselves, existing pavement, and private and public property. 29.Hydrant Replacement Program - $150,000 ($75,000 Free Cash &$75,,000 Water Retained Earnings): This is an ongoing replacement program designed to maintain the integrity of the fire protection system throughout town. Faulty hydrants need to be replaced to meet safety requirements. A list of hydrants needing replacement is generated each year during the annual inspection and flushing of hydrants by the Water and Fire Departments. Based on discussions between the two departments, the target goal is to replace approximately 60 hydrants per year at a cost of $2,500 per hydrant. The Town of Lexington has 1,500 fire hydrants in its fire protection system; a total of 67 hydrants were replaced in FY2019. 30.Townwide Signalization Improvements - $125.,000 (Free Cash): This is an annual request for funds to update traffic and pedestrian signals in Lexington. A signal inventory and compliance study has been completed, which includes ADA compliance, condition assessment, signal timing, delays and prioritization recommendations. Bid documents for the intersection of Massachusetts Avenue at Worthen Road are being prepared, with construction starting in 2020. This funding request will be used for improvements at either the intersection of Lowell Street at East Street or Lowell Street at North Street. The improvements will prevent equipment failure, improve traffic flow, decrease energy consumption and allow for proper accessibility. 31.Sanitary Sewer System Investigation and Improvements - $1,000,000 ($900f000 Wastewater Debt, $100,,000 Wastewater User Charges): See detailed description under Table III: Wastewater Fund Debt. 32.Water Distribution System Improvements - $2,200,000 ($2,,000,,000 Water Debt/MWRA Loan, $200,,000 Water User Charges): See detailed description under Table II: Water Fund Debt. 33.Municipal Technology Improvement Program - $100,000 (Free Cash): This FY2021 capital request is part of a multi-phase program to enhance the Town's network storage capabilities. Previous appropriations have funded the initial installation and subsequent expansion of server area network (SAN) equipment in the server rooms at both the Town Office Building and 201 Bedford Street. These appropriations also funded the purchase of necessary software to assist with file storage, archiving and discovery. The FY2021 request will expand data storage and management capacity and will expand data backup capacity to match the file storage growth. In addition to SAN needs, equipment will be purchased to assist with data transfer to Cloud services and Cloud backup and Disaster Recovery needs. The need for the equipment is driven by rapidly growing data sets and unstructured files due to email archiving requirements under State Public Records Laws. This capital will provide the ability to continue to support the Town's application and storage needs. FY2021 Recommended Budget&Financing Plan February 21,2020 XI-23 34.Application Implementation - $325,000 (Free Cash): This capital project is for large application migrations and implementations. The FY2021 request covers a number of initiatives - 1) purchase site licensing for Microsoft Office 2019 to allow deferral of Microsoft Office 365 for a few years, 2) purchase additional Laserfiche licensing to enable adoption of workflow to eliminate paper processes, 3) replatform the Town of Lexington website to improve website capabilities and functionality, and 4) upgrade the Assessors database and application (called VISION) to the new version. 35.Phone Systems & Unified Communication - $150,,000 (Free Cash): The purpose of this multi- year capital funded project is to replace aging equipment or add new equipment to the Town's core voice and data network. The FY2021 capital request is for replacement of some end-of-life core equipment installed at the beginning of the Voice Over Internet Protocol (VOIP) project. In addition to the replacement of existing hardware, this request covers migration to the current license structure and current software licensing. 36.Lady of Lexington Painting Restoration - $9,000 (CPA): This request would restore the 1867 "Margaret Lady of Lexington" painting, by an unknown artist. The painting was gifted to the trustees of the Cary Memorial Building by Mr. Elwyn G. Preston, and has been on display inside the Cary Memorial Building since October 1928. The painting is in fair-poor condition, both aesthetically and structurally. If funded, restoration work is anticipated to commence in January 2021, with completion by June 2021. 37.Archives & Records Management/Records Conservation & Preservation - $20,000 (CPA): This is an ongoing request to fund the conservation and preservation of historic municipal documents and records and to make them available on the Town's digital archives. The FY2021 request will include selected Colonial Tax Warrants, an 1873 Tax Book, Police Department Journals from 1874-1909, and Valuation Books from 1916-1918. Significant progress has been made in preserving Lexington's historic documents but there remains a continuing need to preserve records from the early 1900s and make them accessible. It is projected that this will be a yearly request for treatment/digitization/ microfilming of records. The preservation and conservation of permanent records for archiving creates the basis for documenting Lexington's history for the future. Other CPA-Funded Projects 38.Vine Street Affordable Housing - $100,000 (CPA): The Lexington Housing Assistance Board (LexHAB) requests funds to design affordable housing at 116 Vine Street (Leary Farm) to include reviewing reuse of the Hosmer House at the site. The original purchase of the 14.2 acre parcel preserved the land for onservation, and reserved a 30,000 square foot lot (0.7 acres) with frontage on Vine Street to create affordable housing. In May 2011, the Leary Property Community Housing Task Force final report recommended that five or six units of affordable housing be built in one or two structures with LexHAB as the developer. This request is the first of a three phase public construction project. Funding for phase 1 will be used to select a design team, meet with neighbors and stakeholders, and develop the project scope, budget and schedule. A recommendation will then be made for moving the project into Phase 2 construction documentation and Phase 3 construction. FY2021 Recommended Budget&Financing Plan February 21,2020 XI-24 ® r r r r r r r r r r r r r r plet� r r M I r r r r r ®39. Greeley Village Community Center Preservation - $130,fOOO (CPA): The Lexington Housing Authority (LHA) seeks funding for the preservation of the Greeley Village community building, a two-story wood and steel frame building that provides TV, Wi-Fi, and kitchen use for residents, as well as housing laundry units and an emergency generator. Both floors are wheelchair accessible, with an on-grade approach to a concrete apron around the building foundation and a ramp leading to an open balcony surrounding the second-floor meeting room. The project consists of replacing the windows and exterior doors as well as preserving the ramp, decking structures and the second level porch. FY2021 Recommended Budget&Financing Plan February 21,2020 XI-25 Table Deferred FY2021 • • Proposed FY2022-FY2025 Capital Requests Ongoing Capital Programs-General Fund Deferred Dept. Project Name FY2021 FY2022 FY2023 FY2024 FY2025 Total Information Technology Phone Systems&Unified Communication $ - $ 100,000 $ 90,000 $ 80,000 $ 60,000 $ 330,000 Network Core Equipment Replacement $ - $ 80,000 $ 190,000 $ - $ 260,000 $ 530,000 Municipal Technology Improvement Program $ - $ 85,000 $ 100,000 $ 100,000 $ 100,000 $ 385,000 Network Redundancy&Improvement Plan $ - $ 330,000 $ 220,000 $ 110,000 $ 110,000 $ 770,000 Application Implementation $ - $ 150,000 $ 75,000 $ 75,000 $ 75,000 $ 375,000 'r 'r745,000 'r 675,000 'r 365,000 'r 605,000 'r2,390,000 Land Use,Health and Development Transportation Mitigation 1$ - $ 100,000 $ 100,000 $ 100,000 1$ 100,000 $ 400,000 'r 'r 100,000 'r 100,000 'r 100,000 'r 100,000 'r 400,000 Public Facilities Townwide Roofing Program $ - $ 200,934 $ 5,626,693 $ 2,177,880 $ 2,976,191 $ 10,981,698 School Building Envelopes and Associated Systems $ - $ 245,199 $ 251,400 $ 257,684 $ 264,127 $ 1,018,410 Municipal Building Envelopes and Associated Systems $ - $ 214,186 $ 219,540 $ 225,029 $ 230,655 $ 889,410 Building Flooring Program $ - $ 125,000 $ 125,000 $ 125,000 $ 125,000 $ 500,000 School Paving and Sidewalk Program $ - $ 125,000 $ 125,000 $ 125,000 $ 125,000 $ 500,000 Public Facilities Bid Documents $ - $ 100,000 $ 100,000 $ 100,000 $ 100,000 $ 400,000 Public Facilities Mechanical/Electrical System Replacements $ - $ 728,000 $ 788,500 $ 850,000 $ 919,706 $ 3,286,206 'r 'r : • 'r •,133 'r 3,860,593 'r 4,740,679 'r I Public Works Equipment Replacement $ - $ 1,315,000 $ 1,432,000 $ 1,260,000 $ 1,205,000 $ 5,212,000 Street Improvements $ - $ 2,651,674 $ 2,669,767 $ 2,688,312 $ 2,707,321 $ 10,717,074 Hydrant Replacement Program $ - $ 150,000 $ 150,000 $ 150,000 $ 150,000 $ 600,000 Sidewalk Improvement $ - $ 800,000 $ 800,000 $ 800,000 $ 800,000 $ 3,200,000 Townwide Signalization Improvements $ - $ 125,000 $ 50,000 $ 55,000 $ - $ 230,000 Storm Drainage Improvements and NPDES compliance $ - $ 385,000 $ 385,000 $ 385,000 $ 385,000 $ 1,540,000 Comprehensive Watershed Stormwater Management Study $ - $ 390,000 $ 390,000 $ 390,000 $ 390,000 $ 1,560,000 and Implementation Townwide Culvert Replacement Is - $ 390,000 $ 390,000 $ 390,000 $7 390,000 1$ 1,560,000 *Potential -funding from Stormwater ..- - 6,206,674 $ 6,266,767 $ 6,118,312 $ 6124,619,074 Schools LPS Technology Capital Request 1$ - $ 1,177,046 1 $1,335,186 1$ 1,397,810 1$ 1,297,846 1$ 5,207,888 'r 'r1,177,046 'r1,335,186 'r1,397,810 'r1,297,846 'r5,207,888 Total - • r r9,967,039r15,613,086 r11,841,715r12,770,846 r50,192,686 Ongoing Capital Programs-Enterprise Funds Deferred Dept. Project Name FY2021 FY2022 FY2023 FY2024 FY2025 Total am 4°m amyl Public Works Sanitary Sewer System Investigation and Improvements $ - $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 4,000,000 Pump Station Upgrades $ - $ 298,000 $ 50,000 $ - $ - $ 348,000 Water Distribution System Improvements $ - $ 2,200,000 $ 2,200,000 $ 2,530,000 $ 3,040,000 $ 9,970,000 98 111 31250,000 31530,000 1'1 111 $ 14,318,000 Recreation&Community Programs Pine Meadows Improvements $ - $ - $ 60,000 $ - $ 100,000 $ 160,000 Pine Meadows Equipment $ - $ - $ 75,000 $ 75,000 $ 50,000 $ 200,000 111 111 1 111 360,000 Total ,• •• - • • 3,498,000 $ 3,385,000 3,605,000 $ 4,190,000 14,678,000 FY2021 Recommended Budget&Financing Plan February 21,2020 XI-26 Table Deferred FY2021 • . Proposed FY2022-FY2025 Capital Ongoing and One-Time Capital Projects-CPA Fund Deferred Dept. Project Name FY2021 FY2022 FY2023 FY2024 FY2025 Total Land Use,Health& Willard's Woods Site Improvements $ - $ 597,114 $ - $ - $ - $ 597,114 Development West Farm Meadow Preservation $ - $ 22,425 $ - $ - $ - $ 22,425 Park and Playground Improvements $ - $ 105,000 $ 70,000 $ 95,000 $ 755,000 $ 1,025,000 Park Improvements-Athletic Fields $ - $ 128,750 $ 195,000 $ 200,000 $ - $ 523,750 Recreation&Community Park Improvements-Hard Court $ - $ - $ 1,730,000 $ - $ - $ 1,730,000 Programs Resurfacing Outdoor Pickleball Court Construction $ - $ - $ - $ 100,000 $ - $ 100,000 Cricket Field Construction $ - $ - $ - $ 200,000 $ - $ 200,000 Archives&Records Management/Records Town Clerk Conservation&Preservation $ - $ 20,000 $ 20,000 $ 20,000 $ 20,000 $ 80,000 Total .• Projects -A Funds :• 2,015,000 615,000 111 $ 4,278,289 One-Time Capital Projects-General Fund Deferred Dept. Project Name FY2021 FY2022 FY2023 FY2024 FY2025 Total ef°e ed ?Q 1 Fire Ambulance Replacement $ - $ - $ - $ 325,000 $ - $ 325,000 Replace 2004 Pumper $ - $ - $ 625,000 $ - $ - $ 625,000 Library Cary Library Children's Room Renovation $ - $ 5,750,000 $ - $ - $ - $ 5,750,000 Project Police Police Outdoor/Indoor Firing Range- $ - $ - $ 4,900,000 $ - $ - $ 4,900,000 Hartwell Avenue Public Facilities Lexington High School Feasibility $ - $ 1,825,000 $ - $ - $ - $ 1,825,000 LHS Science Classroom Space Mining $ - $ - $ 200,000 $ - $ - $ 200,000 Municipal Parking Lot improvements $ - $ 40,000 $ 480,000 $ - $ - $ 520,000 Hartwell Avenue Compost Site $ - $ 200,000 $ - $ - $ - $ 200,000 Improvements Public Works Battle Green Streetscape Improvements $ - $ 3,000,000 $ - $ - $ - $ 3,000,000 Public Parking Lot Improvement Program $ - $ 100,000 $ 500,000 $ 500,000 $ - $ 1,100,000 Bedford and Hartwell Ave Long Range $ - $ - $ - $ 1,580,000 $ - $ 1,580,000 Transportation improvements New Sidewalk Installations $ - $ 650,000 $ 940,000 $ - $ 3,250,000 $ 4,840,000 Community Center Campus Expansion $ - $ - $ 250,000 $ 210,000 $22,550,000 $ 23,010,000 Recreation&Community Pine Meadows Clubhouse Renovation $ - $ 950,000 $ - $ - $ - $ 950,000 Programs Lincoln Park Field Improvements $ - $ - $ - $ - $ 1,200,000 $ 1,200,000 Center Recreation Complex Bathrooms& $ - $ 750,000 $ - $ - $ - $ 750,000 Maintenance Building Renovation 111 7,895,000 2,615,000 111111 50,775,000 Capital Project Parking Lot-Not Likely to be Funded Deferred Dept. Project Name FY2021 FY2022 FY2023 FY2024 FY2025 Total efeerr ems F `T M Land Use Parking Lot Consolidation and Repaving $ 105,000 $ 1,500,000 $ - $ - $ - $ 1,605,000 Cemetery Projects $ - $ 413,250 $ - $ - $ - $ 413,250 Public Works Street Acceptance $ - $ - $ - $ - $ - $ - Public Grounds Irrigation Improvements $ - $ - $ - $ 200,000 $ - $ 200,000 Staging for Special Events $ 55,000 $ - $ - $ -J$ - $ 55,000 160,000 $ 1,913,250 200,000 1 FY2021 Recommended Budget&Financing Plan February 21,2020 XI-27 11 A ?eIIIIIIIIIIIIII i °°� IIIIIIIIIIIIII iiiiiiiiiiiiiiii lec "I" ......... iz , 1 W M1 T' �..zu /Mr 4, Appendix A: Program Improvement Requests "zZ, Shared and Municipal Programs 2000 - 8000 ;,X I N,,bv 6 FY2021 Recommended Budget: Program Improvements Program Improvement Request Summary Department Not Program Requests Recommended Recommended General Fund Public Facilities $ 226,876 $ 102,645 $ 1241231 Public Works $ 115,063 $ 31,563 $ 83,500 Police $ 1171527 $ 15,836 $ 101,691 Fire $ 104,524 $ $ 104,524 Library $ 76,088 $ 65,541 $ 10,547 Human Services $ 259,855 $ 67,910 $ 191,945 Land Use, Health and Development $ 117,776 $ 112,776 $ 5,000 Town Manager's Office $ 31,366 $ 31,366 $ Miscellaneous Boards and Committees $ 2,010 $ $ 2,010 Information Technology $ 95,630 $ $ 95,630 Total General Fund Requests $ 1,146,716 $ 427,637 $ 719,078 Non-General Fund Recreation $ 48,333 $ 48,333 $ Total Non-General Fund $ 48,333 $ 48,333 $ Combined Requests Total $ 1,195,049 $ 475,970 $ 719,078 FY2021 Recommended Budget&Financing Plan February 21,2020 A-1 lepaa:tau nt 1 'itest Rr w W t11 1 1,ERKAL E. F NX.D r u s�� a M1n u J •/' Tot;d „ I atio2�1� .? t � t� 'I,r 11 II 1 - � F' it ' ,1 ;' "ryTy _ " ry"�6�',M1��� ��1�Yy® 112 1 "Ili�951�I!, i�IM'.i'�iii 'III __1 �I b 23 201103 -H1 l G1it r l i 1 12,0010y � A _S r 3 2010-M,17. People �I - ; , o 197500,.°_�0 ,; - 1. 0 r�', 1 , -,11 r I iutt� 3iim - 1 � _ S. 1 Y - 10000 .-,1111 �oi � PLr NIt1 - 1w _ 10170110,0 10� 1 - � � uR. d �� i: - WLh G nxk L ° 0 700110 w4 0010 Total Pubhk, ,P,SOO s ,13,7 5' S,063 S 31,43 83 Po c ompe s Aon, F �n�e Benefits Tot'ai Iecioi I /e Ied., , r1 41 -Ds tch Lea, L�l ��tr 1 1 �� 1 _ _ I�11 -�F'ohc� , �� �� �s ti - ��'�� � L���°� 1 � r � - � �1 _ I„� ��, - I.�, , .� I ;d 7.- II r.+h'Y ,n ,n �'741 412 ��_,�P ,Lk Enforcement, 'L-��;1 Officer Tmffi E r l t I 7�,� 42�1"� ,y1 i� 15,3199�} ��q���v� L yp 1 fi��9W'1 _R 1 q ,p� NII'L�"Y.II�i fR.All WWii"1NLi"ISiiif ° �YWd°i�Yi°1 I it ii^,�:I'R.W'IY �� L III.��PII.IL�'�" 'ilS i�4'�I r�IIL'y��Y �Il u�"YLN LP iii ii ��i r•:P�JIL" Fire Compem s ti , uses Benefit's Total Recap ne deb - - _ �r ,r, Lem"; .1 Pd. .R P ," I I� , . ,1 2 2,� 10 97 1.�1��-Firs s �� � � . � II I, �,,. �I .� W Y 421 -F r tr cktT F,ir00 ° '° - 72 - 2° . n 21 -Fir tr don, AE Tezrain Velikl u - � ; r - ." , �� L ti�iiinlf, "lom ll alion, F I,it� T t� �� II�,In.,ende N I °oir � '� ,I~�i 2 ,,u m���,m Incr. 1 ,, ' If rvmmu, r�l „+W s4�� ,��n, J Ilr „_. Pr' _ ;A` 1.9171541 �u a �, 1,L. -A�lr�lt I 1 �I�I r� :Ir.Llik�rs�,' � �� -�� � l�r���� �r 1. ,� 2` ', ��� ,, �1 1 -1 1' ru Mate f catW . �' Budget - 4.67000 - S ,�1 ,1� - I���;�t � rl„�, � � � n � � � ,1: �r I �I IA w Il - 120- dt i-I r,r, L � .1 .1 P"T� l t Pa��� 1 ;;® - 1„1 1 :� - :15,47 ,W,6.5'i 46,000 S 431010818, 5 6I III III>4,, 1 °911��"ll��. �e1�4'a�'`�"is, ,r ��n� t �, Ew L; �°��s�' R�' °,� ��"� I���'� 1:�° ,�'�� L, ol'nY "n-ded. 210-�"� �� , e °1c PI,d1_,T , Tsui ,r ado - � 1. � - 2- � 1�, 1 1 1 ' a rt' N - .21 - "r s 11 r ° F i t T it SwicPflotsF2 21 - 2070 m _, 2 5 $ .o 1, ; r 'aTurr�r.nti�ltant �, �., �I `�. �r r 6 IT 36,945L i � i}II'�A i��i.�LL"��d4' AA,"'•"• "IL Il .�•y"l 'Ie'L'I' ' W•dMl"II a 0 14,13113 GY _r i �M .. ii? � �P 4R- ' 11 L Y "„ , U .ul ii b n �� 1� � F �����' ���ItN � t�i 1� 1� � �I� , �R�°1�11� L1 :1 1 -'Healtdi, mail'I'lel Agent 601,7000 s 1I87110C f $ 15,11-76 S 5,77776 5112 7 - P �1 -.Eco � c v,,el , nt: Gener Fun �a rt�o %Sit 1, � . rt �� � �1�,� � - �� �1.���I 1 �1.1� �� - 70,010-L.,r, U_ ] r1� ,LTdst - 1 � _ t . ,FLOSS , 00 r ToaUldtI L „ ':1,„ I��tl W��li II.I Ir�lt6 ,!�. ," ,. " °as° L. , eou s: � �° I�W� � r.��rlI tt��v r�1 en;��di on, Expenses ' ll��l it's Total aI c i � �� � _ � -omm I ed�, T$ 27010 1 s I ss .2170 10 -.110 ,L I. Wi"k 4u° WiC/. B sw3uRa,,. s= ,01 d II1 _up1y1 Tovvu M:"Ria �r Compensa; 1��„ �� eum, i �;' " tl Y° 1 ,1� ,, ,Rr ��� �� ����;ll�� 18220- �7��yry��''y n,.Re o arce P' ."� 11 1 A i�tLl' 3 „ 1 8 1 3 1, M1 1�?u�kSLW,1LL iLL 12TM �'ro� Lf �- " '�� " � . II1 tw M l• �nagR 1111 r �` 6 I y II1�� L _. rl�Nlll°II W ti,I: Compensation F t�l.Tec 1 Ii �e� l,, Recommended, N t Recol m.eun n -, „ u N � -hifol wl : h 0 S 1 1 � W r_ , _ I Sri -rF2R. LII F 1 1 1,,].46 1111�11 . ND ma i n 'oL n a ti l3, Empenses BenefitsTotal Rec in.en I 2�' t R-ecoiminen-dedd 2 -RecTeatioil l „ tTSS I 1 .3 1 n ,33,3 a 48,1333 , ._ .eu. F , b"�ou P ,L li ? I 1 (# L, 3 3: 3 1 " L ^ WOTAL- - y ;E I �' 5�',3,13 ' 48,333 813 FY2021 Recommended Budget&Financing Plan February 21,2020 A-2 iiiiiiiiiiii IIIIIIIIIIIIII 3iiiiiiiiiiiiiiiiludgell"It w y wm c" ii w Budget Bylaw m Table of C Action of: Page TOWN MANAGER Departmental Budget Information, Request for B-2 School Budget Information, Request for B-2 Capital Expenditures Information, Request for B-3 Town Budget, Submission to Select Board B-4 Capital Expenditures Budget, Submission to SekletnieftSelect Board B-4 SELECT BOARD Town Budget, Recommendations on B-s Capital Budget, Recommendations on B-s Submission of Budget to Town Meeting B-s APPROPRIATION COMMITTEE Town Budget, Report on B-6 Town Budget Report, Explanation of B-6 CAPITAL EXPENDITURES COMMITTEE Capital Expenditures Report B-7 This document summarizes local and state law regarding town budget preparation and submission. References are made to Massachusetts General Laws, the By-Laws of the Town of Lexington, the Lexington ' - ®�Select Board-Town Manager Act, and the Administrative Directives of the Lexington Town Manager. Those references offering the greatest amount of information on the given topic have been listed f i rst. FY2021 Recommended Budget&Financing Plan February 21,2020 B-1 The Town Manager The Town Manager is appointed by the Select Board to oversee the daily operations of the Town, to administer the policies and procedures of the Board, and to enforce all by-laws and actions passed at Town Meetings. The Manager is the Chief Executive Officer of the Town, and his/her authority and responsibilities are established in the - �Select Board Town Manager Act of 1968 (at page A20107 - Appendix §A201 Special Acts). REQUEST FOR DEPARTMENTAL BUDGET INFORMATION TO OCCUR: Annually, at Town Manager's request REFERENCE: Sel - �Select Board Town Manager Act §13 (Appendix §A201 Special Acts at page A20113) The Town Manager may request all boards, departments, committees, commissions and officers of the Town, except the School Committee, to submit to him/her in writing a detailed estimate of the appropriations required for the efficient and proper conduct of the respective departments and offices during the next fiscal year. REQUEST FOR SCHOOL BUDGET INFORMATION TO OCCUR: Annually, at Town Manager's request I REFERENCE: Sel - ®w, Select Board Town Manager Act §13 (Appendix §A201 Special Acts at page A20113) The Town Manager may request from the School Committee a total budget estimate for the next fiscal year. FY2021 Recommended Budget&Financing Plan February 21,2020 B-2 The Town Manager (continued REQUEST FOR CAPITAL EXPENDITURES INFORMATION TO OCCUR: Annually, at Town Manager's request REFERENCE: ' ���Select Board Town Manager Act §12 (Appendix §A201 Special Acts at page A20113) Sections 29-13 and 29-14 of the Code of the Town of Lexington All boards, departments, committees, commissions and officers of the Town shall annually submit to the Town Manager and to the Capital Expenditures Committee in writing a detailed estimate of the capital expenditures (as defined below) required for the efficient and proper conduct of their respective departments and offices for the next fiscal year and the ensuing four year period. Definitions of Capital Expenditures Per Section 29-14 of the Code of the Town of Lexington, "Capital Expenditures shall mean any and all expense of a non-recurring nature not construed as an ordinary operating expense, the benefit of which will accrue to the Town over an extended period of time." Per the Manager's budget, "A capital project is defined as a major, non-recurring expenditure including at least one of the following: • acquisition of land for a public purpose; • construction of, or addition to, a facility such as a public building, water or sewer lines, or playfields, etc.; • rehabilitation or repair of a building, facility, or equipment; provided the cost is $25,,000 or more and the improvement will have a useful life of 10 years or more; • purchase of equipment costing $25,000 or more, with a useful life of 5 years or more (all cars are defined to be non-capital items); • any planning, engineering or design study related to an individual capital project." FY2021 Recommended Budget&Financing Plan February 21,2020 B-3 The Town Manager (continued I SUBMISSION OF TOWN BUDGET TO SELEG*ME*SELECT BOARD TO OCCUR: On the specified date REFERENCE: Section 90-12 of the Code of the Town of Lexington ' - �Select Board Town Manager Act §13 (Appendix §A201 Special Acts at page A20113) Section 12. The Town Manager shall annually submit to the SefeetnqeffSelect Board, the Appropriation Committee, and the Capital Expenditures Committee for their consideration a proposed budget, revenue statement and tax rate estimate on a date specified no later than September 30 by the ' Select Board after consultation with the School Committee, Appropriation Committee and the Capital Expenditures Committee. I SUBMISSION OF CAPITAL EXPENDITURES BUDGET TO SEL4C*MEWSELECT BOARD TO OCCUR: Annually REFERENCE: Sel - �Select Board Town Manager Act §12 (Appendix §A201 Special Acts at page A20113) The Town Manager shall submit in writing to the Board of Sef Select Board and to the Capital Expenditures Committee a careful, detailed estimate of the recommended capital expenditures for the next fiscal year and the ensuing four year period, showing specifically the amount necessary to be provided for each office, department and activity and a statement of the amounts required to meet the interest and maturing bonds and notes or other indebtedness of the Town. FY2021 Recommended Budget&Financing Plan February 21,2020 B-4 The Board Lexington's charter establishes an elected five-member ' Select Board to oversee the executive branch of Town government. SeleetwfeffSelect Board Members are elected for three-year terms and are responsible for the general direction and management of the property and affairs of the Town. RECOMMENDATIONS ON TOWN BUDGET TO OCCUR: Prior to the Annual Town Meeting I REFERENCE: Sel - ®�Select Board Town Manager Act §13 (Appendix §A201 Special Acts at page A20113) Mass. General Law Ch. 41, §60 The Select Board shall consider the proposed budget submitted by the Town Manager and make such recommendations relative thereto as they deem expedient and proper in the interest of the Town. The Select Board shall transmit a copy of the budget together with their recommendations relative thereto to the Appropriation Committee and, for its information, a copy to the Capital Expenditures Committee. RECOMMENDATIONS ON CAPITAL BUDGET TO OCCUR: Prior to the annual Town Meeting I REFERENCE: Sele ®�, Select Board Town Manager Act §12-13 (Appendix §A201 Special Acts at page A20113) The SekletflieffSelect Board shall consider the capital budget submitted by the Town Manager and make such recommendations relative thereto as they deem appropriate and proper in the interests of the Town. The SeleetfiieffSelect Board shall transmit a copy of the capital budget together with their recommendations relative thereto to the Appropriation Committee and to the Capital Expenditures Committee. SUBMISSION OF BUDGET TO TOWN MEETING TO OCCUR: At least four weeks prior to the date when the Annual Town Meeting is scheduled to consider the budget. REFERENCE: Section 90-13 of the Code of the Town of Lexington The Select Board shall submit a budget at the annual Town Meeting. The ' ` Select Board's proposed budget shall be distributed to the Appropriation Committee, the Capital Expenditures Committee, and to each Town Meeting Member at least four weeks prior to the date when the Annual Town Meeting is scheduled to consider it. FY2021 Recommended Budget&Financing Plan February 21,2020 B-5 The Appropriation om m ittee The Appropriation Committee is a nine-member board appointed by the Town Moderator. Members are appointed to three-year overlapping terms and serve to evaluate the fiscal policies and priorities set by the Beafd-ef-SeleetnieftSelect Board and the Town Meeting. The Committee advises Town Meeting Members on financial proposals, analyzes operating budget proposals, makes fiscal projections, and reviews funding for proposed capital improvements. The Committee's approval is required to use reserve funds for unanticipated operating costs. APPROPRIATION COMMITTEE REPORT ON TOWN BUDGET TO OCCUR: Prior to the Annual Town Meeting REFERENCE: Section 29-11(A) of the Code of the Town of Lexington Mass. General Law Ch. 39, §16 The Committee shall prior to each annual town meeting for the transaction of business prepare, publish and distribute by making copies available at the office of the Town Clerk and at Cary Memorial Library, and by mailing or otherwise distributing to each town meeting member a review of the budget adopted by the ' Select Board to be considered at the Annual Town Meeting. This review will include the Committee's advice and recommendations with reference to the various appropriations of town funds, and other municipal matters coming before such town meeting. The Appropriation Committee shall include in its report an assessment of the budget plan based on all the data available to it concerning the next year's revenues and expenses as well as a projection for future years' revenues and expenses. This publication may be combined with and distributed at the same time as the Capital Expenditures Committee Report (Section 29-13(B) of the Code of the Town of Lexington). EXPLANATION OF APPROPRIATION COMMITTEE REPORT TO OCCUR: At the annual Town Meeting REFERENCE: Section 29-11(B) of the Code of the Town of Lexington The Appropriation Committee shall explain its report with advice and recommendations and it shall also at each special Town meeting give its advice and recommendations with reference to any appropriation of the Town funds or other municipal matter coming before such special Town meeting. FY2021 Recommended Budget&Financing Plan February 21,2020 B-6 The Capital Expenditures Committee The Capital Expenditures Committee is a five to seven member board appointed by the Town Moderator. Members are appointed to three-year overlapping terms and consider the relative need, timing and cost of capital expenditure projects proposed for the ensuing five-year period. CAPITAL EXPENDITURES REPORT TO OCCUR: Prior to the annual Town Meeting REFERENCE: Section 29-13 of the Code of the Town of Lexington Each year the Capital Expenditures Committee shall request and receive from the Town boards and departments a list of all capital expenditures that may be required within the ensuing five-year period. The Committee shall consider the relative need, timing and cost of these projects, the adequacy thereof and the effect these expenditures might have on the financial position of the Town. The Committee shall prior to each annual meeting for the transaction of business prepare, publish and distribute by making copies available at the office of the Town Clerk and at Cary Memorial Library, and by mailing or otherwise distributing to each Town meeting member, a report of its findings, setting forth a list of all such capital expenditures together with the Committee's recommendations as to the projects that should be undertaken within the five-year period and the approximate date on which each recommended project should be started. This publication may be combined with and distributed at the same time as the Appropriation Committee report. FY2021 Recommended Budget&Financing Plan February 21,2020 B-7 w �y4 xI rw y A1.4 wm c" i Summaryof Town Fund Balances Combined Summary of Revenues & Expenditures - FY2019 Actuals The chart below is an extract from the FY2019 Annual Town Report. Revenues received by category (Tax levy, intergovernmental/state aid, fees, etc.) appear at the top, followed by expenditures by service category (education, public safety, public works, etc.). The resulting net impact on overall fund balance is shown in the beginning and ending fund balance figures at the bottom. FY2019 actuals are provided because it is the most recent fiscal year for which data is available. Governmental Fiduciary Combined Totals Special Community Capital Expendable Memorandum Only Revenues: General Revenue Preservation Projects Trust 2019 Property Taxes $ 184,238,909 $ - $ 4,895,101 $ - $ - $ 189,134,011 Intergovernmental $ 16,363,608 $ 9,893,791 $ 923,255 $ 2,814,232 $ 16,531 $ 30,011,418 Motor Vehicle&Other Excise Tax $ 7,3091035 $ - $ - $ - $ - $ 7,309,035 Departmental Fees&Charges $ 3,346,189 $ 37,775,042 $ - $ - $ 71,702 $ 41,192,934 Investment Income $ 1,781,573 $ 48,713 $ 114,994 $ - $ 2,596,356 $ 4541,637 Special Assessments $ 32,790 $ - $ - $ - $ - $ 32,790 Payments in Lieu of Tax $ 619,192 $ - $ - $ - $ - $ 619,192 Penalties&Interest $ 566,632 $ - $ 7,059 $ - $ - $ 5731,692 Licenses&Permits $ 2,725,133 $ - $ - $ - $ - $ 2,725,133 Fines&Forfeits $ 187,459 $ - $ - $ - $ - $ 187,459 Total Revenues $ 217,1701521 $ 47,717,546 $ 5,940,410 $ 2,814,232 $ 2,684,590 $ 2761327,300 Expenditures: General Government $ 11,0051591 $ 1,369,199 $ 2,603,948 $ 1,121,383 $ - $ 16,100,121 Public Safety $ 15,768,798 $ 1,912,064 $ - $ 5,500,934 $ - $ 23,181,797 Education $ 114,728,976 $ 13,494,906 $ - $ 36,431,475 $ - $ 164,655,358 Public Works $ 7,872,921 $ 902,291 $ - $ 7,230,569 $ - $ 16,005,782 Health &Human Services $ 1,497,060 $ 256,446 $ - $ - $ - $ 1,753,506 Culture&Recreation $ 3,915,094 $ 25,294 $ - $ 21,563 $ 5,001 $ 3,966,951 State&County Assessments $ 923,294 $ 642,047 $ - $ - $ - $ 11565,341 Debt Service $ 24,861,008 $ 2161859 $ 2,220,216 $ - $ - $ 27,298,083 Pension $ 5,955,144 $ - $ - $ - $ - $ 5,955,144 Insurance $ 26,940,693 $ 25,892,129 $ - $ - $ - $ 52,832,822 Total Expenditures $ 213,468,579 $ 44,7111235 $ 4,824,164 $ 50 f3O5,925 $ 5,001 $ 313,314,904 Excess(Deficiency)of Rev over Exp $ 31701,942 $ 3,006,311 $ 11116,246 $(47,491,693) $ 2,679,589 $ (36,987,604) Other Financing Sources(Uses): Proceeds of Bonds/BANS $ - $ - $ 354,008 $ 59,578,620 $ - $ 59,932,628 Repayment of Bonds/BANS $ - $ - $ - $ - $ - $ - Transfer from Reserve for Abatements $ - $ - $ - $ - $ - $ - Transfer from other Funds $ 11,7841607 $ 2,033,309 $ 60,000 $ 8,581,135 $ 5,502,066 $ 27,961,117 Transfer to other Funds $ (15,417,273) $ (3,402,151) $ - $ - $ (5,415,557) $ (24,234,981) Total Other(Uses) $ (3,632,666) $ (1,368,842) $ 414,008 $ 68,159,755 $ 86,509 $ 63,6581,765 Excess(Deficiency) of Revenues Over Expenditures $ 691276 $ 1,637,469 $ 11,5301,254 $ 20,668,063 $ 21766,098 $ 26,671,161 Fund Balance, Beg. of Year $ 36,652,629 $ 14,174,957 $ 8,808,922 $ 11,092,621 $ 53,548,283 $ 124,277,412 Fund Balance, End of Year $ 36,721,905 $ 15,812,426 $ 10,339,176 $ 31,760,684 $ 56,314,381 $ 150,948,573 FY2021 Recommended Budget & Financing Plan February 21, 2020 C-1 Summary Revolving Fund Balances FY2019 Actuals (and first half of FY2020) This chart shows beginning and ending balances for municipal Revolving Funds for FY2019 and the first half of FY2020. Beginning balances (as of July 1, 2018) are shown in the first column, followed by all revenues received for the year and expenditures made. Rules for the establishment, use and reporting of Revolving Funds are set forth in M.G.L. Chapter 44, Section 53E1/2. (1) (2) (3) (4) (5) (6) (7) 7/1/2018 FY2019 FY2019 7/1/2019 July-Dec 19 July-Dec 19 12/31/2019 Beg. Bal. Revenue Expenditures End Bal. Revenue Expenditures End Bal. Building Rental $ 266,776 $ 568,656 $ 480,714 $ 354,717 $ 213,674 $ 124,449 $ 443,942 Revolving Fund Burial Containers $ 219,833 $ 45,815 $ 21,130 $ 244,518 $ 21,555 $ 25,660 $ 240,413 Trees $ 22,224 $ 67,650 $ - $ 89,874 $ 8,550 $ - $ 98,424 Compost $ 909,905 $ 564,474 $ 732,457 $ 741,922 $ 277,576 $ 281,697 $ 737,801 Operations Minuteman Household $ 81,632 $ 171,401 $ 169,375 $ 83,657 $ 64,598 $ 132,204 $ 16,051 Hazardous Waste Program Health Programs $ 89,709 $ 41,128 $ 36,197 $ 94,640 $ 1,284 $ 34,451 $ 61,473 Senior Services (formerly Council $ 50,595 $ 49,258 $ 52,895 $ 46,958 $ 30,193 $ 30,098 $ 47,053 on Aging Programs) Liberty Ride $ 17,437 $ 179,041 $ 186,114 $ 10,365 $ 119,391 $ 141,711 $ (11,955 School Bus $ 527,620 $1,086 f778 $ 1,124,733 $ 489,666 $ 640,190 $ 1 f069 f8O4 $ %051 Transportation Regional Cache - $ 15,873 $ 22,112 $ 13,479 $ 24,507 Is 9,831 $ 661 $ 33,677 Hartwell Ave Visitors Center $ 14,813 $ 148,837 $ 170,310 $ (6f 660 $ 37,453 $ 73,236 $ (42f443 FY2021 Recommended Budget & Financing Plan February 21, 2020 C-2 Stabilization Fund History Authorized M.G.L. Ch. 40, Sec. 5, the Town of Lexington's general stabilization fund has grown steadily since FY2007. Stemming from actions of Town Meeting and recommendations of the Select Board's Ad Hoc Fiscal Policy Committee, annual appropriations to the fund are shown in the table below. The Fiscal Policy Committee recommended that the Town ""[b]uild a Stabilization Fund large enough to buffer the General Fund from the impact of two to three years of reduced state aid and declining local receipts. Continue to allocate between $500,000 and $1 million each year until the Stabilization Fund reaches roughly 7% of the prior year's General Fund revenues." (Report of the Financial Policy Committee to BOS, page 4 & 11, March 15, 2006) Staff further recommended, "While we strongly endorse the policy to establish a target balance of 7% of general fund revenues in the Stabilization Fund, we propose that the fund be built to this level over a 5 to 7 year period and that the primary source of funding be significant one-time revenues e.g., NESWC payments, arbitrage proceeds, etc. Furthermore, as a companion to the Committee's recommendation, we propose that a policy guiding the use of stabilization funds be developed. Generally, the policy should specify permitted uses of the fund such as the replacement of significant losses of operating revenue during economic downturns and the funding of unanticipated costs that outstrip the capacity of the Appropriation Committee's reserve fund; and, a specification of the number of years to return the fund to its target level when it is drawn down below that level." (Staff Memo to BOS on FPC Recommendations, September 15, 2006) General Stabilization Fund History FY2014 FY2015 FY2016 FY2017 FY2018 FY2019 Beginning Balance $ 81744,262 $ 81895,689 $ 91056,939 $ 91251,859 $ 91447,866 $ 91649,865 Interest Earned $ 151,427 $ 161,250 $ 194,920 $ 196,008 $ 201,999 $ 150,549 T.M. Appropriation $ - $ - $ - $ - $ - $ - T.M. Withdrawal $ - $ - $ - $ - $ - $ - Ending Balance 1$ 8,895,689 $ 9,056,939 $ 91251,859 $ 9,447,866 $ 91,649,865 $ 91800,414 As a Percent of Net General Fund Revenue Net GF Revenue $164,029,637 $169,629,470 $180,436,298 $187,937,069 $199,734,683 $210,803,733 of GF Revenue 5.42% 5.34% 5.13% 5.03% 4.83% 4.65% Specialized Stabilization Funds Ending balances as of fiscal year end FY2014 FY2015 FY2016 FY2017 FY2018 FY2019 Transportation Demand Management $ 295,712 $ 302,092 $ 300 f766 $ 214,309 $ 226,906 $ 182,762 Traffic Mitigation Stabilization Fund $ 29,077 $ 88,830 $ 147,401 $ 146,701 $ 321,751 $ 357,800 Special Education Stabilization Fund $ 1,071,495 $ 1,073,638 $ 1,078,170 $ 11088,001 $ 1,1051262 $ 1,132,883 Capital Stabilization Fund $ 3,990,704 $ 8,048,466 $16,7251947 $23/203/210 $28/597/934 $27/727/713 Center Improvement Stabilization Fund $ 86,334 $ 86,506 $ 86,872 $ 87,664 $ 61,628 $ 35,497 TMOD Stabilization Fund $ 10,752 $ 10,774 $ 98,164 $ 981263 $ 333,310 $ 344,226 Debt Stabilization Fund $ 1,137,817 $ 1,015,788 $ 895,503 $ 778,494 $ 664,828 $ 554,300 Visitors Center Stabilization Fund $ - $ - $ - $ - $ 242 $ 212,573 Dedicated Trust Funds Ending balances as of fiscal year end FY2014 FY2015 FY2016 FY2017 FY2018 FY2019 Other Post Employment Benefits(OPEB) $ 4,482,338 $ 5,798,656 $ 7,334,848 $ 9,869,875 $12,475,463 $15,773,899 Health Claims Trust Fund $ 8,567,189 $ 71559,580 $ 5,693,188 $ 4,540,875 $ 3,851,400 $ 3,178,997 Dental Trust Fund $ 221,787 $ 222,231 $ 223,169 $ 225,204 $ 228,777 $ 234,494 FY2021 Recommended Budget & Financing Plan February 21, 2020 C-3 Summary Reserve Fund Transfers FY2014-2019 The chart below shows the budgeted and actual transfers from the Appropriation Committee Reserve Fund. The fund, set forth under M.G.L. Ch. 40, Sec. 6, is to be used for extraordinary and unforeseen expenditures, which cannot be paid through regular program appropriations. Specifically, M.G.L. states: Chapter 40, Section 6. Towns; reserve funds for extraordinary expenditures; establishment Section 6. To provide for extraordinary or unforeseen expenditures, a town may at an annual or special town meeting appropriate or transfer a sum or sums not exceeding in the aggregate five per cent of the levy of the fiscal year preceding the fiscal year for which the fund, to be known as the reserve fund, is established. No direct drafts against this fund shall be made, but transfers from the fund may from time to time be voted by the finance or appropriation committee of the town, in towns having such a committee, and in other towns by the selectmen; and the town accountant in towns having such an official, and in other towns the auditor or board of auditors, shall make such transfers accordingly. Appropriated by Town Meeting annually, the Appropriation Committee approves transfer requests. FY2O14 FY2O15 FY2O16 FY2O17 FY2O18 FY2O19 Budgeted Amounts $ 900,000 $ 900,000 $ 900,000 $ 900,000 $ 900,000 $ 900,000 Reserve Fund Transfers $ 1181,000 $ 2891,620 $ 176,800 $ 198,115 $ 106,000 $ — 2140 - Unemployment $ 65,000 $ — $ — $ — $ — $ — 2160 - General Insurance $ 11,000 $ — $ — $ — $ — $ — 2400 - Public Facilities $ — $ — $ — $ 106,000 $ 106,000 $ — 3000 - DPW Supplies $ 17,000 $ — $ — $ — $ — $ — 3000 - DPW Wages $ 5,000 $ — $ — $ — $ — $ — 4100 - Police Expenses $ 9,000 $ — $ — $ — $ — $ — 4100 - Police Wages $ 11,000 $ — $ — $ — $ — $ — 7140 - Board of Health $ — $ 11,500 $ — $ — $ — $ — 7300 - Economic Dev. $ — $ 104,120 $ — $ — $ — $ — 8120 - Legal $ — $ 24,000 $ — $ — $ — $ — Capital $ — $ 150,000 $ 176,800 $ 92,115 $ — $ — FY2021 Recommended Budget & Financing Plan February 21, 2020 C-5 Lexington Retirement System History Authorized under M.G.L. Ch. 32, the Lexington Retirement System is charged with managing the pensions of most municipal and school employees. Teachers are covered by the Massachusetts Teachers Retirement System. State law requires that retirement systems fully fund their pension liabilities by 2040. Lexington is on track to complete full funding of its liability by 2024. The following table shows information concerning the Pension Liability. FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 Assessment $ 5,005,537 $ 5,255,537 $ 5,505,537 $ 5,755,537 $ 6,005,537 $ 6,405,537 % Funded 82.3% 83.7% 85.3% 87.0% 87.1% 89.1% Target Date for 2025 2025 2024 2024 2024 2024 100% Liability Funding Note: FY2020 Assessment from Actuarial Valuation of the Lexington Retirement System as of January 1, 2018. FY2021 Recommended Budget & Financing Plan February 21, 2020 C-6 Snow Ice History The following chart details snow and ice expenditures for the Town of Lexington over the last 10 fiscal years. As a variable expenditure, Massachusetts General Law allows cities and towns to carry over deficits from one year to be funded by revenue in the following year. The Town works to limit expenditures where feasible, leverage available funds from other Department of Public Works items, or transfer from the Reserve Fund. Where balances remain, they are funded in the following year, as noted in the column on the right. Transfers Reserve Year End Deficit Surplus/ within DPW Fund Raised in Next Fiscal Year Budget Actual (Shortfall) Budget Transfers Fiscal Year 2019 $ 1,354,130 $ 1,338,630 $ 15,500 $ — $ — $ — 2018 $ 1,257,822 $ 1,628,760 $ (370,938) $ 70,938 $ — $ 300,000 2017 $ 1,188,024 $ 1,685,467 $ (497,443) $ 232,193 $ — $ 265,250 2016 $ 1,128,216 $ 1,196,662 $ (68,446) $ 68,446 $ — $ — 2015 $ 1,127,716 $ 2,235,573 $ (11107,857) $ 464,207 $ — $ 643,650 2014 $ 1,091,534 $ 1,744,540 $ (653,006) $ — $ — $ 653,006 2013 $ 1,091,534 $ 1,448,098 $ (356,564) $ 149,564 $ 207,000 $ — 2012 $ 1,004,944 $ 603,900 $ 401,044 $ — $ — $ — 2011 $ 987,445 $ 1,884,338 $ (896,893) $ 242,840 $ — $ 654,053 2010 $ 737,445 $ 1,396,285 $ (658,840) $ 658,840 $ — $ — Total Is 10,968,810 $ 15,162,253 $ (41193,443) $ 1,887,028 $ 207,000 $ 2,515,958 2015-2019 $ 1,211,182 $ 11617,018 $ (405,837) $ 167,157 $ — $ 241,780 Average FY2021 Recommended Budget & Financing Plan February 21, 2020 C-7 IIIIIIIIIIIIII ossa w y wm c" Glossary ABATEMENT - An Abatement is a reduction of a tax liability. The Board of Assessors grants abatements for real estate and personal property taxes in cases where an individual's assessed valuation is determined to be in excess of fair market value. ACCRUAL BASIS FOR ACCOUNTING - A method of accounting that recognizes revenue when earned, rather than when collected, and recognizes expenses when incurred, rather than when paid. In Massachusetts, cities and towns must use this basis of accounting for the audited financial statements of Enterprise funds. (Also see Modified Accrual Basis of Accounting). APPROPRIATION - An authorization granted by the Town Meeting to make expenditures and to incur obligations for specific purposes. Appropriations for any expenditure specify dollar amounts, funding sources, and a period of time within which the funds must be spent. Any funds not expended within the specified time (usually one fiscal year) revert to the Unreserved Fund Balance. APPROPRIATED BUDGET - As used in fund summaries and department summaries within the budget document, represents the current year budget as originally adopted by Town Meeting. It does not include prior year encumbrances. ARTICLE - An article or item on the Town Warrant. There are four standard financial articles that appear in the Warrant every year: the Operating Budget Article; an Article for""Supplementary Appropriations for the Current Fiscal Year" (the current fiscal year is the one that was appropriated at the previous year's Town Meeting); an Article for Prior Years' Unpaid Bills; and an Article for supplementary appropriations for previously authorized capital improvement projects. ""New"capital project requests and other special items generally appear as individual articles without a predetermined order. ARTICLE TRANSFERS - Projects from previous year Town Meeting article appropriations occasionally have unexpended balances not required once the project is complete. The unexpended balance becomes available for future Town Meeting appropriation. ASSESSED VALUATION - The valuation of real estate or other property determined by the Town Assessor for tax levying purposes. The Commonwealth certifies the values and methodology in determining values every three years. ASSETS - Property, plant and equipment owned by the Town. AUDIT - An examination of the town's financial systems, procedures, and data by a certified public accountant (independent auditor), and a report on the fairness of financial statements and on local compliance with statues and regulations. The audit serves as a valuable management tool for evaluation of the fiscal performance of a community. BUDGETARY FUND BALANCE (also FREE CASH) - Remaining, unrestricted funds from operations of the previous fiscal year including unexpended free cash from the previous year, actual receipts in excess of revenue estimates shown on the tax recapitulation sheet, and unspent amounts in budget line-items. Unpaid property taxes and certain deficits reduce the amount that can be certified as free cash. The calculation of free cash is based on the balance sheet as of June 30, which is submitted by the Comptroller. Free cash is not available for appropriation until certified by the Director of Accounts at the Department of Revenue. FY2021 Recommended Budget&Financing Plan February 21,2020 D-1 BOND - A written promise to pay a specified sum of money - called the face value or principal amount - at a specified date in the future, called the maturity date(s), together with periodic interest at a specified rate. The difference between notes, usually one year or two years in length, and a bond is that the latter runs for a longer period of time. State statute and the Beaf Select Board establish the length of a bond repayment. BOND ANTICIPATION NOTE (BAN or Note) - A temporary note issued for no more than one or two years. This is commonly used to defer the initial pay down of debt or to accommodate reimbursement for borrowed notes from a private source or other governmental entity. BUDGET - A plan of financial operation embodying an estimate of proposed expenditures for a given period with proposed means of financing. Lexington's budget is a financial plan that is established for a single fiscal year that begins on July 1 and ends on June 30. BUDGET MESSAGE (Town Manager's Transmittal Letter) - The opening section of the budget that provides the ' Select Board, Town Meeting Members, and the general public with a general summary of the most important aspects of the budget, changes from the current and previous fiscal years, and the recommendations of the Town Manager. CAPITAL EXPENDITURE - A major, non-recurring expenditure involving land acquisition, construction or major rehabilitation of a facility, or purchase of equipment costing $25,000 or more with a useful life of five years or more. CAPITAL IMPROVEMENT PROGRAM (CIP) - A financial planning and management tool that identifies public facility and equipment requirements, presents these requirements in order of priority, and schedules them for funding and implementation. CEMETERY FUND - See Special Revenue Fund. CHAPTER 90 - Massachusetts General Laws Chapter 90, Section 34 authorizes the Commonwealth to allocate funds to municipalities through the Transportation Bond Issue for highway construction, preservation and improvement projects that create or extend the life of capital facilities. Routine maintenance operations such as pothole filling and snow and ice removal are not covered. The formula for determining the Chapter 90 level of funding is based on a municipality's miles of public ways, population and level of employment. Municipalities receive Chapter 90 funds on pre-approved projects on a reimbursement basis. CHERRY SHEET - The State allocates a portion of generated revenue to municipalities each year for education and general governmental expenditures. The amount of state aid each community will receive is itemized in a financial statement printed on cherry colored paper (thus the name). The amount of reimbursement is a function of the State budget. Towns usually receive notification in late summer, subsequent to the beginning of the fiscal year. COMMUNITY PRESERVATION ACT (CPA) - A local acceptance statute approved by Lexington voters in 2006. The purpose of the CPA is to fund open space, affordable housing, historic preservation and recreation projects that meet the eligibility criteria of the Act. Funding for projects comes from an annual property tax surcharge of up to three percent, which is the percentage adopted in Lexington. The local surcharge is matched by State funds collected as part of the deeds excise tax. The matching funds have ranged from 100% in 2006 to 17.8% in 2017. FY2021 Recommended Budget&Financing Plan February 21,2020 D-2 COMMUNITY PRESERVATION COMMITTEE (CPC) - This nine-member appointed Committee reviews projects and determines their eligibility under the CPA. Projects that are approved by the Committee are then recommended to Town Meeting, which has the final vote on appropriating funds for each project. Members of the CPC are appointed by the - f ' Select Board (3). Planning Board, Conservation Commission, Recreation Committee, Housing Authority, Housing Partnership and Historical Commission. COMPETITIVE BIDDING PROCESS - The process following State law requiring that for purchases of $50,000 or more a Town must advertise, solicit and publicly open sealed bids from prospective vendors. After a review period, the Town Manager then awards a contract to the successful bidder. CONTINUING BALANCE ACCOUNTS - At the end of a fiscal year, any unexpended balance in a continuing balance account carries forward to the next year as a type of reserve against future liabilities related to the account. Massachusetts General Laws provides for a number of continuing balance accounts including those for: workers compensation claims, property and liability uninsured losses, and unemployment compensation claims. A continuing balance account is also typically used to fund compensated absence liabilities, facility repair accounts and equipment replacement accounts. DEBT EXCLUSION - The amount of taxes assessed in excess of the Proposition 21/2 levy limit for the payment of debt service costs, subject to a popular referendum. Two-thirds of the SekletffteffSelect Board and a majority of citizens voting must approve the exclusion. These funds are raised to retire the debt service for the project. They are not added to the tax levy limit for the following fiscal year. DEBT SERVICE - Payment of interest and principal on an obligation resulting from the issuance of bonds. DEPARTMENT - A division of the Town that has overall management responsibility for an operation or group of related operations within a functional area. DEPRECIATION - 1) Expiration in the service life of capital assets attributable to wear and tear, deterioration, and inadequacy of obsolescence. 2) That portion of the cost of a capital asset that is charged as an expense during a particular period. Depreciation is based on historic costs, not replacement value. EFFICIENCY MEASURES - Indicate how well resources are being used. They include cost-per-unit and productivity indicators. ELEMENT - The smallest unit of budgetary accountability, which encompasses specific and distinguishable lines of work performed for the purpose of accomplishing a function for which the Town is responsible. ENCUMBRANCE - To encumber funds means to set aside or commit funds for a future expenditure. Encumbrances include obligations in the form of purchase orders, contracts or salary commitments, which are chargeable to an appropriation and for which a part of the appropriation is reserved. ENTERPRISE FUND - An account supported by user fees for a specific service that the Town operates as a separate "business" (e.g. Water, Sewer, Recreation). Enterprise funds do not depend on taxes for operating revenue as user fee revenue and expenses are balanced over the long run. Budgeting for all Enterprise Funds is done on a Generally Accepted Accounting Practices (GAAP) basis. EXPENDITURE - Decrease in net financial resources for the purpose of acquiring and providing goods and services. FY2021 Recommended Budget&Financing Plan February 21,2020 D-3 EXPENSES - Outflows or other using up of assets or incurring of liabilities during a period from delivering or producing goods, rendering services or carrying out other activities that constitute the entity's ongoing major or central operations. Expenses consist of the following objects of expenditure: Utilities, Supplies and Materials, Contractual Services, and Equipment. FINES & FORFEITURES - Revenue collected from court fines, penalty charges for overdue taxes along with non-criminal fines are included in this category. FREE CASH - see Budgetary Fund Balance. FUND BALANCE - The excess of assets over liabilities. FUNDING SOURCE - The specifically identified funds allocated to meet budget requirements/expenses. GENERAL FUND - Revenues derived from the tax levy, state aid, local receipts and available funds are considered General Fund revenues. The General Fund is distinguished from Enterprise Funds and Special Revenue Funds. GFOA - Government Finance Officers Association of the United States and Canada. The GFOA is a professional organization of governmental finance officers. GRANT - A contribution by one government unit or outside agency to another governmental unit. The contribution is usually made for a specific purpose but is sometimes for general purposes. INVESTMENT INCOME - The Town earns interest on cash held in savings accounts and invested in short-term securities. The investment goal is to ensure that all funds are invested in short-term, risk- averse investments. The Treasurer is very restricted as to the instruments in which investments can be made. The amount of investment income is a function of the amount of funds invested and the interest rate. LIABILITY - Debt or other legal obligation which must be paid, renewed or refunded at some future date, but does not include encumbrances. LOCAL RECEIPTS - A category of revenue sources including school department charges for services, investment income, fines and forfeitures, building permits and excise taxes. These revenues are not considered part of the Proposition 21/2 Tax Levy. MODIFIED ACCRUAL BASIS FOR ACCOUNTING - A method of accounting that recognizes revenue when it is actually received and recognizes expenditures when a commitment is made. In Massachusetts, cities and towns must use this basis for accounting for the general government. MOTOR VEHICLE EXCISE - All Massachusetts vehicle owners who have their vehicle(s) registered in the State of Massachusetts pay an annual motor vehicle excise tax to the city or town in which they reside. The Registry of Motor Vehicles creates a listing of all vehicles registered in Lexington and the book value assigned to each vehicle. The Town uses this information to bill all owners an annual tax equal to 2 1/2 percent or $25 for each $1,000 of the vehicle's value. MWRA - Massachusetts Water Resources Authority, from which the Town purchases water at a wholesale rate in the form of annual assessments to the Water and Wastewater (Sewer) departments. FY2021 Recommended Budget&Financing Plan February 21,2020 D-4 OPEB - Other Post-Employment Benefits refer to the Town's requirement to provide health, dental and life insurance benefits to qualified retirees. Over the next 30 years, the Town's OPEB liability is approximately $200 million. In recent years, the Town has begun to fund an OPEB Trust Fund for the purpose of reducing the liability. OPERATING BUDGET - The portion of the budget that pertains to daily operations, which provide basic services for the fiscal year. The operating budget contains appropriations for such expenditures as personnel, supplies, utilities, materials, travel, and fuel and the proposed means of financing them. OPERATING EXPENDITURE - An ongoing or recurring cost of performing a function or providing a service. Operating expenditures include personal services, supplies and materials, utilities, contractual services, minor equipment, and debt service. OPERATING OVERRIDE - An action taken by the voters of the town to exceed the limit placed on tax revenue growth by the State tax limitation law known as Proposition 21/2. The tax levy limit can be exceeded only if a majority of residents voting approve an override. This sum is then added to the base levy for the next fiscal year and becomes a permanent addition to the tax levy limit. OTHER EXCISE (Hotel/Motel, Meals and Jet Fuel) - Lexington hotels and motels charge an 11.7% room tax to guests, which includes a 6% local option. Lexington restaurants collect a 7.0% sales tax, which includes a 0.75% local option. A portion of the jet fuel tax collected at Hanscom airport is distributed to Lexington. These revenues are collected by the Department of Revenue and distributed to the Town of Lexington on a quarterly basis. (See page II-3 of the Revenue Section). OTHER FEES AND CHARGES - Revenue is received from fees or charges by the Inspectional Services, Engineering and Planning Departments, and the Department of Public Works. Also included in this category are collections from ambulance fees, municipal liens, and building rentals. OVERLAY - The amount reserved for funding property tax abatements and exemptions granted by the Board of Assessors. PARKING METER FUNDS - Revenue from town parking meters and parking lot permits are deposited into the Parking Fund. This fund helps offset the costs of Police Department personal services, parking lot maintenance costs, and Department of Public Works expenses directly related to parking lot maintenance. PERFORMANCE MEASURES - Specific quantitative and qualitative measures of work performed as an objective of the department. Performance Measurement Systems are generally comprised of the following indicators: workload measures, efficiency measures and outcome measures. PERSONAL SERVICES - A line on the program, subprogram and element sheets which refers to the total of the following objects of expenditure: Wages, Overtime, and Other Compensation. PROGRAM - A group of related activities performed by one or more organizational units for the purpose of accomplishing a function for which the Town is responsible. PROPOSITION 21/2 - A tax limitation measure passed by Massachusetts voters in 1980 which limits the growth of the total property tax levy to 2.5% per year. In other words, the total revenue allowed to be raised through real estate and personal property taxes cannot increase by more than 2.5% from one fiscal year to the next. New construction values are in addition to this limit. Two provisions within Proposition 21/2 allow the citizens of a community by popular vote to authorize the Town to raise taxes above the tax levy limit: an operating override or a debt exclusion. (See page xxvi of the Town Manager's Report for an Override History.) FY2021 Recommended Budget&Financing Plan February 21,2020 D-5 RECREATION FEES - Users of Town recreational facilities and teams participating in Town sponsored sports pay fees for these services. Revenue collected from these fees covers the costs of maintaining facilities, providing coaches and referees, and recreation program management, as well as some Recreation related capital improvements. These recreation programs are managed through a Recreation Enterprise Fund. RESERVE FUND - An amount set aside annually within the budget of a city or town to provide a funding source for "extraordinary and unforeseen" expenditures. In a town, the Finance (or Appropriation) Committee can authorize transfers from this fund. RETAINED EARNINGS - The equity account reflecting the accumulated earnings of the enterprise funds. REVENUE - Budgetary resources. The various revenues the Town receives are listed in the Revenue Summary in the Budget Overview section. MASSACHUSETTS SCHOOL BUILDING AUTHORITY (MSBA) - A program of the Commonwealth of Massachusetts for the purpose of assisting municipalities in the reconstruction and renewal of its public schools. SCHOOL REVENUE - Revenue received by Lexington Public Schools from athletic fees, as well as applicable bus transportation fees. SENIOR MANAGEMENT TEAM - A group of top managers including department heads from eleven departments and the Town Manager's Office. SEWER&WATER CHARGES - The Town operates Water and Sewer Enterprise Funds to manage these municipal operations. Users of sewer and water services provided by the Town pay charges depending upon metered usage. Revenue received from charges for sewer and water services is used to fully support the costs of utility operations, such as Massachusetts Water Resources Authority (MWRA) assessments, debt service obligations, personal service costs, and capital projects. Charges for services are based on a three-tier block rate structure corresponding to usage. Charges rise as usage increases. The Town pays the MWRA assessments to supply water and dispose of Town sewage. SPECIAL REVENUE FUND - A group of accounts that are funded by revenues from other sources such as the Parking, Cemetery, and Public Education Government (PEG) Access Funds. STABILIZATION FUND - Massachusetts General Law Ch.40, Sec. 5B, allows a municipality to appropriate in any year an amount not exceeding ten percent of the amount raised in the preceding fiscal year; the aggregate amount in the fund shall not exceed ten percent of the equalized valuation of the municipality. The treasurer shall be custodian of the fund and may invest the proceeds legally; any interest earned shall remain with the fund. Money from the Stabilization Fund may be appropriated for any lawful purpose by two-thirds vote of Town Meeting. In addition to the General Stabilization Fund, the town has stabilization funds for specific purposes, including the Transportation Demand Management Fund, Traffic Mitigation Fund, Special Education Fund, and the Capital Projects Fund. FY2021 Recommended Budget&Financing Plan February 21,2020 D-6 TAX LEVY - The total amount to be raised through real estate and personal property taxes. Lexington property owners pay taxes to the Town based on the assessed value of their real and/or personal property. Each year the Beaf4-ef-SekletffeffSelect Board conducts a tax classification hearing to determine a tax rate. The Town Assessor makes adjustments to real estate values in order to properly reflect fair market value. In addition to real estate, businesses may also pay a personal property tax (set at the commercial rate) based on the value of their professional equipment, furniture and fixtures. The amount of taxes a property owner pays is determined by multiplying the applicable tax rate by the valuation. For example, if the tax rate is $10 and a property's assessed value is $100,000,, the property owner will pay $10 times 100 ($100,00011,000). or $1,000. Tax levy revenues are the largest source of funding for the Town. TAX LEVY LIMIT - The maximum amount that can be raised by a municipality within Proposition 21/2. TAX RATE - The amount of tax levied for each $1,000 of assessed valuation. USER FEES - Fees paid for direct receipt of a public service by the user or beneficiary of the service. FY2021 Recommended Budget&Financing Plan February 21,2020 D-7 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: 2020 Annual Town Meeting- Article Positions/Discussion PRESENTER:TER• ITEM S NUMBER: Doug Luc ente, Chair I.8 SUMMARY: Board discussion regarding 2020 Annual Town Meeting • Article Discussions • Article Positions • Draft List of Consent Agenda SUGGESTED MOTION: FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 2/10/2020 9:45pm ATTACHMENTS: Description Type F) 20,'0 A"TV11 Draft Potential C.-I.m.sent agenda Cover Merno F) Article 8 1.i,,gal Vlerno ..°bver VIlerno TOWN OF LEXINGTON WARRANT 2020 ANNUAL TOWN MEETING Commonwealth of Massachusetts Middlesex, ss. To either of the Constables or Town Clerk of the Town of Lexington, in said County, Greetings: In the name of the Commonwealth of Massachusetts, you are directed to notify the inhabitants of the Town of Lexington qualified to vote in elections and in Town affairs to meet in their respective voting places in said Town. PRECINCT ONE, SCHOOL ADMINISTRATION BUILDING; PRECINCT TWO, BOWMAN SCHOOL; PRECINCT THREE, LEXINGTON COMMUNITY CENTER; PRECINCT FOUR, CARY MEMORIAL BUILDING; PRECINCT FIVE, SCHOOL ADMINISTRATION BUILDING; PRECINCT SIX, CARY MEMORIAL BUILDING; PRECINCT SEVEN, ESTABROOK SCHOOL; PRECINCT EIGHT, SAMUEL HADLEY PUBLIC SERVICES BUILDING; PRECINCT NINE, KEILTY HALL, ST. BRIGID'S CHURCH, On Tuesday,the third Day of March 2020 From 7:00 a.m. to 8:00 p.m.,then and there to act on the following articles: ARTICLE I NOTICE OF ELECTION Two Select Board Members for a term of three years; One Moderator for a term of one year; One School Committee member; for a term of three years. Two Planning Board members; for a term of three years; One Lexington Housing Authority member; for a term of five years. Eight Town Meeting Members in Precinct One,the seven receiving the highest number of votes to serve for terms of three years; the one receiving the next highest number of votes to fill an unexpired term ending in March 2021; Seven Town Meeting Members in Precinct Two,the seven receiving the highest number of votes to serve for terms of three years; Seven Town Meeting Members in Precinct Three, the seven receiving the highest number of votes to serve for terms of three years; Seven Town Meeting Members in Precinct Four, the seven receiving the highest number of votes to serve for terms of three years; Seven Town Meeting Members in Precinct Five,the seven receiving the highest number of votes to serve for terms of three years; Eight Town Meeting Members in Precinct Six, the seven receiving the highest number of votes to serve for terms of three years; the one receiving the next highest number of votes to fill an unexpired term ending in March 2021; 4 Eight Town Meeting Members in Precinct Seven, the seven receiving the highest number of votes to serve for terms of three years; the one receiving the next highest number of votes to fill an unexpired term ending in March 2022; Seven Town Meeting Members in Precinct Eight, the seven receiving the highest number of votes to serve for terms of three years; Seven Town Meeting Members in Precinct Nine,the seven receiving the highest number of votes to serve for terms of three years. You are also to notify the inhabitants aforesaid to meet at the Margery Milne Battin Hall in the Cary Memorial Building, 1605 Massachusetts Avenue, in said Town, On Monday,the twenty-third day of March 2020 at 7:30 p.m., at which time and place the following articles are to be acted upon and determined exclusively by the Town Meeting Members in accordance with Chapter 215 of the Acts of 1929, as amended, and subject to the referendum provided for by Section eight of said Chapter, as amended. ARTICLE 2 ELECTION OF DEPUTY MODERATOR AND REPORTS OF TOWN BOARDS, OFFICERS AND COMMITTEES To see if the Town will vote to approve the Deputy Moderator nominated by the Moderator; receive the reports of any Board or Town Officer or of any Committee of the Town; or act in any other manner in relation thereto. (Inserted by the Select Board) DESCRIPTION: This article remains open throughout Town Meeting and reports may be presented at any Town Meeting session by boards, officers, or committees. In addition, the Town will consider the approval of the nomination of a Deputy Moderator as authorized under Section 118-11 of the Code of the Town of Lexington. ARTICLE 3 APPOINTMENTS TO CARY LECTURE SERIES To see if the Town will authorize the appointment of the committee on lectures under the wills of Eliza Cary Farnham and Susanna E. Cary; or act in any other manner in relation thereto. (Inserted by the Select Board) DESCRIPTION: This is an annual article that provides for the appointment of citizens to the Cary Lecture Series by the Moderator. FINANCIAL ARTICLES ARTICLE 4 APPROPRIATE FY2021 OPERATING BUDGET To see if the Town will vote to make appropriations for expenditures by departments, officers, boards and committees of the Town for the ensuing fiscal year and determine whether the money shall be provided by the tax levy,by transfer from available funds,by transfer from enterprise funds, or by any combination of these methods; or act in any other manner in relation thereto. (Inserted by the Select Board) FUNDS REQUESTED: See the most recent version of the FY2021 budget proposals posted at http:// lexingtonma.gov/budget. DESCRIPTION: This article requests funds for the FY2021 (July 1, 2020 - June 30, 2021) operating budget. The operating budget includes the school and municipal budgets. The operating budget includes requests for funds to 5 provide prospective salary increases for employees, including salaries to be negotiated through collective bargaining negotiations. The budget also includes certain shared expenses. ARTICLE 5 APPROPRIATE FY2021 ENTERPRISE FUNDS BUDGETS To see if the Town will vote to appropriate a sum of money to fund the operations of the DPW Water and Wastewater Divisions and the Department of Recreation and Community Programs; determine whether the money shall be provided by the estimated income to be derived in FY2021 from the operations of the related enterprise, by the tax levy, by transfer from available funds, including the retained earnings of the relevant enterprise fund, or by any combination of these methods; or act in any other manner in relation thereto. (Inserted by the Select Board) FUNDS REQUESTED: Enterprise Fund FY2019 FY2020 FY2021 Appropriated Requested Requested a) Water Personal Services $6841682 $7851010 $804,234 Expenses $3951107 $508,875 $502,925 Debt Service $11436,995 $1,277,412 $11283,916 MWRA Assessment $711281006 $7,413,364 $81154,700 Total Water Enterprise Fund $99644,790 $91984,661 $10,7451775 b) Wastewater Personal Services $208,773 $3551614 $366,568 Expenses $342,920 $4321950 $444,150 Debt Service $151341396 $1,278,322 $11398,374 MWRA Assessment $71572,486 $7,8511947 $81637,142 Total Water Enterprise Fund $99258,575 $99918,833 $1098469234 c) Recreation and Community Programs Personal Services $1,275,859 $1,47103 $11535,363 Expenses $112331393 $114811895 $1,480,045 Total Recreation and Community Programs Enterprise Fund $295099252 $299539578 $39015,408 DESCRIPTION: Under Massachusetts General Laws Chapter 44, Section 53F1/2, towns may establish Enterprise Funds for a utility, health care, recreation or transportation operation, with the operation to receive related revenue and receipts and pay expenses of such operation. This article provides for the appropriation to and expenditure from three enterprise funds previously established by the Town. The Recreation and Community Programs Fund includes the operations and programs for the Community Center. ARTICLE 6 ESTABLISH QUALIFICATIONS FOR TAX DEFERRALS To see if the Town will vote to increase the current eligibility limits for property tax deferrals under Massachusetts General Laws Chapter 59, Section 5, Clause 41A as authorized by Chapter 190 of the Acts of 2008; or act in any other manner in relation thereto. (Inserted by the Select Board) DESCRIPTION: Chapter 190 of the Acts of 2008 allows Town Meeting, with the approval of the Select Board, to make adjustments to the current deferral eligibility limits. 6 ARTICLE 7 PETITION GENERAL COURT TO AMEND LEGISLATION REGARDING TAX DEFERRALS To see if the Town will vote to authorize the Select Board to petition the Massachusetts General Court to enact legislation regarding real property tax deferrals in the Town of Lexington in substantially the form below, and further to authorize the Select Board to approve amendments to said act before its enactment by the General Court that are within the scope of the general objectives of the petition; or act in any other manner in relation thereto. Be it enacted by the Senate and House of Representatives in General Court assembled, and by the authority of the same, as follows: SECTION 1. Section 2 of Chapter 190 of the Acts of 2008, is hereby renumbered to be Section 3. SECTION 2.A new Section 2 of Chapter 190 of the Acts of 2008, is hereby added as follows: "Section 2. The imposition of interest required pursuant to section 62 of chapter 60 shall be delayed by one year in the case of a person whose taxes have been deferred pursuant to clause 41A of section 5 of chapter 59." SECTION 3. This act shall take effect upon its passage. (Inserted by the Select Board) DESCRIPTION: The senior property tax deferral program,known as Clause 41 A, allows people 65 or over to defer their property taxes until their home is sold or conveyed, or until the death of the applicant. During the time property taxes are deferred, the interest rate charged on the deferral is a low rate tied to a government index that generally runs three percent below the Prime Rate, however upon the death of the applicant the rate increases to 16 percent per annum. This article would delay the interest rate increase of an estate with tax deferral for a year after the death of the applicant. ARTICLE 8 SHORT TERM RENTAL IMPACT FEE To see if the Town will vote to accept Massachusetts General Laws Chapter 64G, Sections 3A& 3D, Local Option Community Impact Fee of 3%on short term rental properties; or act in any other manner in relation thereto. (Inserted by the Select Board) DESCRIPTION: The article authorizes the Town to adopt a"community impact fee" of up to % o "professionallymanaged"units. These units are defined as accommodations where an operator runs more than one short-term rental in the same municipality with at least one of those units not located in a single-,two-, or three- family dwelling that includes the operator's primary residence. ARTICLE 9 ESTABLISH AND CONTINUE DEPARTMENTAL REVOLVING FUNDS To see if the Town will vote, pursuant to the Massachusetts General Laws Chapter 44, Section 530/2 and Chapter 110 of the Code of the Town of Lexington, to continue existing revolving funds; to amend said Chapter 110 to establish new revolving funds; to determine whether the maximum amounts that may be expended from such new and existing revolving fund accounts in FY2021 shall be the following amounts or any other amounts; or act in any other manner in relation thereto. (Inserted by the Select Board) 7 FUNDS REQUESTED: Program or Purpose for Revolving Funds FY2021 Authorization School Bus Transportation $111501000 Building Rental Revolving Fund $561000 DPW Burial Containers $5000 Lexington Tree Fund $4500 DPW Compost Operations $7901000 Minuteman Household Hazardous Waste Program $2501000 Regional Cache -Hartwell Avenue $201000 Senior Services Program $751000 Health Programs $451000 Tourism/Liberty Ride $20000 Visitors Center $20500 Residential Engineering Review $571600 Lab Animal Permits TBD DESCRIPTION: The amount that may be spent from a revolving fund established under Massachusetts General Laws Chapter 44, Section 53E1/2 must be approved annually by Town Meeting. The Funds are credited with the receipts received in connection with the programs supported by such funds, and expenditures may be made from the revolving fund without further appropriation. ARTICLE 10 APPROPRIATE THE FY2021 COMMUNITY PRESERVATION COMMITTEE OPERATING BUDGET AND CPA PROJECTS To see if the Town will vote to hear and act on the report of the Community Preservation Committee on the FY2021 Community Preservation budget and, pursuant to the recommendations of the Community Preservation Committee, to appropriate from the Community Preservation Fund, or to reserve amounts in the Community Preservation Fund for future appropriations; for the debt service on previously authorized financing; for the administrative expenses of the Community Preservation Committee for FY2021; for the acquisition, creation and preservation of open space; for the acquisition, preservation, rehabilitation and restoration of historic resources; for the acquisition, creation, preservation, rehabilitation and restoration of land for recreational use; for the acquisition, creation, preservation and support of community housing; and for the rehabilitation or restoration of open space and community housing that is acquired or created with moneys from the Community Preservation Fund; to appropriate funds for such projects and determine whether the money shall be provided by the tax levy, or from estimated Community Preservation Act surcharges and the state match for the upcoming fiscal year, by transfer from available funds, including enterprise funds, by borrowing, or by any combination of these methods; or act in any other manner in relation thereto. (Inserted by the Select Board at the request of the Community Preservation Committee) FUNDS REQUESTED: a)Archives &Records Management/Records Conservation&Preservation- $20,000 b)Restoration of Margaret Lady of Lexington Painting- $9,000 c)Battle Green Master Plan-Phase 3- $317,044 d) Conservation Land Acquisition-TBD e)Daisy Wilson Meadow Preservation- $22,425 f)Wright Farm Site Access Planning and Design- $69,000 8 g)Athletic Facility Lighting- $450,000 h)Park Improvements-Hard Court Resurfacing-Valley Tennis Courts- $100,000 i)Park and Playground Improvements- Sutherland Park- $95,000 j)Park Improvements-Athletic Fields-Harrington, Bowman, and Franklin Field- $370,000 k)Parker Meadow Accessible Trail Construction- $551,026 1)Lexington Housing Authority- Greeley Village Community Center Preservation- $130,000 m)LexHAB- 116 Vine Street Design Funds- $100,000 n) CPA Debt Service- $3,016,730 o)Administrative Budget- $150,000 DESCRIPTION: This article requests that Community Preservation funds and other funds, as necessary,be appropriated for the projects recommended by the Community Preservation Committee and for administrative costs. ARTICLE 11 APPROPRIATE FOR RECREATION CAPITAL PROJECTS To see if the Town will vote to appropriate a sum of money for recreation-related capital projects and equipment; and determine whether the money shall be provided by the tax levy, by transfer from available funds, including the Recreation and Community Programs Enterprise Fund, by borrowing, or by any combination of these methods; or act in any other manner in relation thereto. (Inserted by the Select Board at the request of the Recreation Committee) FUNDS REQUESTED: $180,000 DESCRIPTION: For a description of the proposed projects, see Section XI: Capital Investment section of the FY2021 budget. The most recent version of the capital section can be found at http://www.lexingtonma.gov/ fy21 capital. ARTICLE 12 APPROPRIATE FOR MUNICIPAL CAPITAL PROJECTS AND EQUIPMENT To see if the Town will vote to appropriate a sum of money for the following capital projects and equipment: a) Ambulance Replacement; b) Athletic Fields Feasibility Study; c) Hydrant Replacement Program; d) Storm Drainage Improvements and NPDES compliance; e) Sidewalk Improvements; f) Equipment Replacement; g) Townwide Signalization Improvements; h) Street Improvements; i) New Sidewalk Installations; j) Transportation Mitigation; k) Municipal Technology Improvement Program; 1) Application Implementation; and m) Phone Systems&Unified Communications 9 and authorize the Select Board to take by eminent domain,purchase or otherwise acquire any fee, easement or other interests in land necessary therefor; determine whether the money shall be provided by the tax levy,by transfer from available funds, including enterprise funds, by borrowing, or by any combination of these methods; determine if the Town will authorize the Select Board to apply for, accept, expend and borrow in anticipation of state aid for such capital improvements; or act in any other manner in relation thereto. (Inserted by the Select Board) FUNDS REQUESTED: $6,842,022 DESCRIPTION: For a description of the proposed projects, see Section XI: Capital Investment section of the FY2021 budget. The most recent version of the capital section can be found at http://www.lexingtonma.gov/ fy�pital. ARTICLE 13 APPROPRIATE FOR WATER SYSTEM IMPROVEMENTS To see if the Town will vote to make water distribution system improvements, including the installation of new water mains and replacement or cleaning and lining of existing water mains and standpipes, engineering studies and the purchase and installation of equipment in connection therewith, in such accepted or unaccepted streets or other land as the Select Board may determine, subject to the assessment of betterments or otherwise; and to take by eminent domain, purchase or otherwise acquire any fee, easement or other interest in land necessary therefor; appropriate money for such improvements and land acquisition and determine whether the money shall be provided by the tax levy, water enterprise fund, by transfer from available funds, including any special water funds, or by borrowing, or by any combination of these methods; to determine whether the Town will authorize the Select Board to apply for, accept, expend and borrow in anticipation of federal and state aid for such projects; or act in any other manner in relation thereto. (Inserted by the Select Board) FUNDS REQUESTED: $2,200,000 DESCRIPTION: For a description of the proposed projects, see Section XI: Capital Investment section of the FY2021 budget. The most recent version of the capital section can be found at http://www.lexingtonma.gov/ fy21 capital. ARTICLE 14 APPROPRIATE FOR WASTEWATER SYSTEM IMPROVEMENTS To see if the Town will vote to install and line sanitary sewer mains and sewerage systems and replacements and upgrades to pump stations thereof, including engineering studies and the purchase of equipment in connection therewith; in such accepted or unaccepted streets or other land as the Select Board may determine, subject to the assessment of betterments or otherwise, in accordance with Chapter 504 of the Acts of 1897, and acts in addition thereto and in amendment thereof, or otherwise; and to take by eminent domain, purchase or otherwise acquire any fee, easement or other interest in land necessary therefor; appropriate money for such installation and land acquisition and determine whether the money shall be provided by the tax levy, wastewater enterprise fund, by transfer from available funds, including any special wastewater funds,by borrowing, or by any combination of these methods; to determine whether the Town will authorize the Select Board to apply for, accept, expend and borrow in anticipation of federal and state aid for such wastewater projects; or act in any other manner in relation thereto. (Inserted by the Select Board) FUNDS REQUESTED: $1,401,200 DESCRIPTION: For a description of the proposed projects, see Section XI: Capital Investment section of the FY2021 budget. The most recent version of the capital section can be found at http://www.lexingtonma.gov/ fy2l cqpital. 10 ARTICLE 15 APPROPRIATE FOR SCHOOL CAPITAL PROJECTS AND EQUIPMENT To see if the Town will vote to appropriate a sum of money to maintain and upgrade the schools' technology systems and equipment; determine whether the money shall be provided by the tax levy, by transfer from available funds,by borrowing, or by any combination of these methods; or act in any other manner in relation thereto. (Inserted by the Select Board at the request of the School Committee) FUNDS REQUESTED: $1,299,246 DESCRIPTION: For a description of the proposed projects, see Section XI: Capital Investment section of the FY2021 budget. The most recent version of the capital section can be found at http://www.lexingtonma.gov/ fy2l cgpital. ARTICLE 16 APPROPRIATE FOR PUBLIC FACILITIES CAPITAL PROJECTS To see if the Town will vote to appropriate a sum of money for capital improvements and renovations, including new construction to public facilities for: a) Police Outdoor/Indoor Firing Range -Hartwell Avenue; b) Center Recreation Complex Bathrooms&Maintenance Building Renovation; c) Public Facilities Master Plan; d) LHS Science Classroom Space Mining; e) Townwide Roofing Program; f) School Building Envelopes and Systems; g) Municipal Building Envelopes and Systems; h) Facility and Site Improvements: • Building Flooring Program; • School Paving & Sidewalks Program; i) Public Facilities Bid Documents; j) Public Facilities Mechanical/Electrical System Replacements; and k) Westview Cemetery Building Construction and determine whether the money shall be provided by the tax levy, by transfer from available funds, including enterprise funds,by borrowing, or by any combination of these methods;to determine if the Town will authorize the Select Board to apply for, accept, expend and borrow in anticipation of state aid for such capital improvements; or act in any other manner in relation thereto. (Inserted by the Select Board) FUNDS REQUESTED: $7,245,399 DESCRIPTION: For a description of the proposed projects, see Section XI: Capital Investment section of the FY2021 budget. The most recent version of the capital section can be found at http://www.lexingtonma.gov/ fy21 capital. ARTICLE 17 APPROPRIATE TO POST EMPLOYMENT INSURANCE LIABILITY FUND To see if the Town will vote to appropriate a sum of money to the Town of Lexington Post Retirement Insurance Liability Fund, as established by Chapter 317 of the Acts of 2002; determine whether the money shall be provided 11 by the tax levy, by transfer from available funds, including enterprise funds, or by any combination of these methods; or act in any other manner in relation thereto. (Inserted by the Select Board) FUNDS REQUESTED: $1,935,486 DESCRIPTION: This article will allow the Town to continue to fund its liability for post-employment benefits for Town of Lexington retirees. Beginning with the FY2007 audit, the Town was required to disclose this liability. Special legislation establishing a trust fund for this purpose was enacted in 2002. ARTICLE 18 RESCIND PRIOR BORROWING AUTHORIZATIONS To see if the Town will vote to rescind the unused borrowing authority voted under previous Town Meeting articles; or act in any other manner in relation thereto. (Inserted by the Select Board) DESCRIPTION: State law requires that Town Meeting vote to rescind authorized and unissued debt that is no longer required for its intended purpose. ARTICLE 19 ESTABLISH,DISSOLVE AND APPROPRIATE TO AND FROM SPECIFIED STABILIZATION FUNDS To see if the Town will vote to create, amend, dissolve, rename and/or appropriate sums of money to and from Stabilization Funds in accordance with Massachusetts General Laws, Section 5B of Chapter 40 for the purposes of: (a) Section 135 Zoning By-Law; (b) Traffic Mitigation; (c) Transportation Demand Management/Public Transportation; (d) Special Education; (e) Center Improvement District; (f) Debt Service; (g)Transportation Management Overlay District; (h) Capital; (i) Payment in Lieu of Parking; 0) Visitor Center Capital Stabilization Fund; (k) Affordable Housing Capital Stabilization Fund; (1) Water System Capital Stabilization Fund; and (m) Ambulance Stabilization Fund; determine whether such sums shall be provided by the tax levy, by transfer from available funds, from fees, charges or gifts or by any combination of these methods; or act in any other manner in relation thereto. (Inserted by the Select Board) FUNDS REQUESTED: Unknown at press time DESCRIPTION: This article proposes to establish, dissolve, and/or fund Stabilization Funds for specific purposes and to appropriate funds therefrom. Money in those funds may be invested and the interest may then become a part of the particular fund. These funds may later be appropriated for the specific designated purpose by a two-thirds vote of an Annual or Special Town Meeting, for any lawful purpose. ARTICLE 20 APPROPRIATE FROM DEBT SERVICE STABILIZATION FUND To see if the Town will vote to appropriate a sum of money from the Debt Service Stabilization Fund to offset the FY2021 debt service of the bond dated February 1, 2003, issued for additions and renovations to the Lexington High School, Clarke Middle School, and Diamond Middle School, as refunded with bonds dated December 8, 2011; or act in any other manner in relation thereto. (Inserted by the Select Board) FUNDS REQUESTED: $124,057 DESCRIPTION: This article would allow the Town to pay a portion of the debt service on the 2003 School Bonds from the Debt Service Stabilization Fund set up for that specific purpose. 12 ARTICLE 21 APPROPRIATE FOR PRIOR YEARS' UNPAID BILLS To see if the Town will vote to raise and appropriate money to pay any unpaid bills rendered to the Town for prior years; to determine whether the money shall be provided by the tax levy,by transfer from available funds, or by any combination of these methods; or act in any other manner in relation thereto. (Inserted by the Select Board) FUNDS REQUESTED: Unknown at press time DESCRIPTION: This is an annual article to request funds to pay bills after the close of the fiscal year in which the goods were received or the services performed and for which no money was encumbered. ARTICLE 22 AMEND FY2020 OPERATING,ENTERPRISE AND CPA BUDGETS To see if the Town will vote to make supplementary appropriations, to be used in conjunction with money appropriated under Articles 11, 12, 13, and 14 of the warrant for the 2019 Annual Town Meeting and Article 4 of the warrant for the 2019 Special Town Meeting, to be used during the current fiscal year, or make any other adjustments to the current fiscal year budgets and appropriations that may be necessary; to determine whether the money shall be provided by transfer from available funds including Community Preservation Fund; or act in any other manner in relation thereto. (Inserted by the Select Board) FUNDS REQUESTED: Unknown at press time DESCRIPTION: This is an annual article to permit adjustments to current fiscal year(FY2020) appropriations. ARTICLE 23 APPROPRIATE FOR AUTHORIZED CAPITAL IMPROVEMENTS To see if the Town will vote to make supplementary appropriations to be used in conjunction with money appropriated in prior years for the installation or construction of water mains, sewers and sewerage systems, drains, streets, buildings, recreational facilities or other capital improvements and equipment that have heretofore been authorized; determine whether the money shall be provided by the tax levy, by transfer from the balances in other articles, by transfer from available funds, including enterprise funds and the Community Preservation Fund, by borrowing, or by any combination of these methods; or act in any other manner in relation thereto. (Inserted by the Select Board) FUNDS REQUESTED: Unknown at press time DESCRIPTION: This is an annual article to request funds to supplement existing appropriations for certain capital projects in light of revised cost estimates that exceed such appropriations. ARTICLE 24 REDUCE LEGAL EXPENSES (Citizen Petition) This citizen's proposal is to reduce the appropriation in the line item 8120 (legal expenses for the town) for fiscal year 2021 from the $410,000 to $110,000 and increase the amount appropriated for town in line item 8200 (town manager office and human resources)by$100,000. During FY 14-18 the town(exclusive of the school department) has annually spent on average more than $620,000 in legal expenses. More than 80% of this legal work is of a routine nature that could be done by in-house counsel. (Inserted by Richard Neumeier and 9 or more registered voters) DESCRIPTION: This article seeks Town Meeting approval to hire in-house counsel for legal services for the Town for fiscal year 2021. This proposal would reduce the appropriation in line item 8120, legal expenses for the Town, 13 from $4101000 to $110,000 and increase the appropriation in line item 8200 of the Town Manager's budget by $1001000. GENERAL ARTICLES ARTICLE 25 PURCHASE OF LAND/EMINENT DOMAIN To see if the Town will vote to authorize the Select Board to acquire by purchase, donation, eminent domain or otherwise for municipal purposes all or a portion of a parcel of land identified as Map 48 and Lot 96 on the Assessors' Map, and known as Eddison Way; and to appropriate a sum of money therefor and determine whether the money shall be provided by the tax levy, by transfer from available funds, or by borrowing, or, any combination of these methods; or act in any other manner in relation thereto. (Inserted by the Select Board) FUNDS REQUESTED: unknown at press time DESCRIPTION: This article requests funds to purchase or take by eminent domain land currently owned by the Historical Society. ARTICLE 26 AMEND HISTORIC DISTRICTS COMMISSION ENABLING LEGISLATION To see if the Town will vote to authorize the Select Board to petition the Massachusetts General Court for an act to amend Chapter 447 of the Acts of 1956, "AN ACT ESTABLISHING AN HISTORIC DISTRICTS COMMISSION FOR THE TOWN OF LEXINGTON AND DEFINING ITS POWERS AND DUTIES, AND ESTABLISHING HISTORIC DISTRICTS IN THE TOWN OF LEXINGTON", as previously amended, in substantially the below, and further to authorize the Select Board to approve amendments to the bill before enactment to the General Court that are within the scope of the general objectives of the petition, as follows: Be it enacted by the Senate and House of Representative in General Court assembled, and by the authority of the same as follows: Section 1. Chapter 447 of the Acts of 1956, as previously amended, is hereby amended by replacing the words "Arts and Crafts Society"with the words "Chamber of Commerce"wherever they appear, and by deleting the words "and a secretary"in section 4 of said Act. (Inserted by the Select Board at the request of the Historic Districts Commission) DESCRIPTION: Chapter 447, the governing legislation for Historic Districts regulation and review, has not been substantially revised or amended since its original passage in 1956 and has not been revised or amended at all in nearly two decades. The Historic Districts Commission is proposing this amendment to streamline and strengthen the process of appointing members to the Historic Districts Commission, thus broadening the availability of qualified, willing applicants to serve as Historic District Commission members, and delete the unnecessary requirement that a secretary be elected as that role is fulfilled by a staff member. ARTICLE 27 AMEND GENERAL BYLAWS-NOISE CONSTRUCTION LIMITS To see if the Town will vote to amend Chapter 80-4A of the Code of the Town of Lexington (Noise Control) to further restrict noise pollution from construction projects or act in any other manner in relation thereto. (Inserted by the Select Board at the request of the Noise Bylaw Committee) DESCRIPTION: This article proposes revisions to the Noise Bylaw to better protect residents from noise pollution from construction projects. 14 ARTICLE 28 AMEND GENERAL BYLAWS-NOISE CONTROL (Citizen Petition) To see if the Town will vote to amend Chapter 80 of the Code of the Town of Lexington, Noise Control, to reduce the impact of construction noise, by requiring a noise mitigation plan for construction impacting residentially zoned areas as a condition for obtaining a building permit. This article would require and enforce a noise mitigation plan as follows: 1. A noise mitigation plan will be required for construction projects which entail rock removal via heavy machinery and/or blasting, including ledge removal,rock pounding,rock crushing,rock drilling or rock cutting; 2. Such a plan will only be required for large projects where these activities are expected to be of extended duration; 3. Noise mitigation plans must include effective sound barriers surrounding the perimeter of the construction site; or act in any other manner in relation thereto. (Inserted by Varda Haimo and 9 or more registered voters) DESCRIPTION: This article proposes revisions to the Noise Bylaw to better protect residents from noise pollution due to residential and other construction projects. ARTICLE 29 DECLARE CLIMATE EMERGENCY(Citizen Petition) To see if the Town will adopt a resolution endorsing the declaration of a climate emergency and requesting regional collaboration for an immediate transition from fossil fuels to clean, renewable energy and further to demonstrate our commitment to making Lexington a more sustainable and resilient town. (Inserted by Lily Manhua Yan and 9 or more registered voters) DESCRIPTION: This article seeks Town Meeting approval to adopt a resolution endorsing the declaration of a climate emergency and calls for regional collaboration to reverse global warming and to move towards a more sustainable economy. ARTICLE 30 LAND EXCHANGE (Citizen Petition) To see if the Town will vote to approve the exchange of a portion of the lot located at 344 Lowell Street with a portion of the Town's adjoining land, see plan on file with the Town clerk, for the purpose of allowing the use of an existing structure that currently encroaches in part on Town property, or act in any other manner in relation thereto. (Inserted by Mohammed Abdul Jaleel and 9 or more registered voters) DESCRIPTION: This article requests the Town to swap a parcel of Town-owned land for a private parcel of land of equal size and value. The purpose of this land swap is to change the property lines to address a building on the private property where half the building was built on the town property,before it was town property. ARTICLE 31 AMEND GENERAL BYLAWS-DEMOLITION DELAY (Citizen Petition) To protect the David A. Tuttle historic home at 53 Hancock Street Lexington, MA 02420 from demolition and other historically significant homes and edifices. No destruction of living history in Lexington, MA. No immediate resale of a historical home within a 2 year period. Nullification of the sale if a buyer misrepresents their intentions resulting in demolition of historic property. (Inserted by Helen Wright and 9 or more registered voters) 15 DESCRIPTION: This article seeks Town Meeting approval to adopt a demolition delay ordinance that ensures potentially historically significant homes and structures are not demolished without adequate notice to the public. ARTICLE 32 EXTEND HANCOCK-CLARK HISTORIC DISTRICT (Citizen Petition) Extend the Hancock-Clark Historic District district to Adams St-down Adams to Porter Lane. (Inserted by Helen Wright and 9 or more registered voters) DESCRIPTION: This article seeks Town Meeting approval to extend the Hancock-Clark Historic District to Adams Street, and Adams Street down to Porter Lane, in order to further preserve the historic character and buildings in Lexington. ARTICLE 33 AMEND GENERAL BYLAWS-RUNNING BAMBOO CONTROL (Citizen Petition) To see if the Town will vote to amend the General Bylaw of the Town of Lexington by adding a chapter to control the planting and presence of Running Bamboo plants-any monopodial (running)tropical or semi-tropical bamboo grasses or bamboo species,or act in any other manner in relation thereto. (Inserted by Michael Reamer and 9 or more registered voters) DESCRIPTION: This purpose and intent of this bylaw is to preserve and protect private and Town owned property and Town owned rights of way from the spread of Running Bamboo and to protect indigenous biodiversity threatened by Running Bamboo. All Running Bamboo owners shall be required to confine Running Bamboo in a manner that will prevent the Running Bamboo from encroachment onto any other private or Town owned right of way. The proposed bylaw specifies requirements, enforcement and penalties. ARTICLE 34 AUTHORIZE SPECIAL LEGISLATION-DEVELOPMENT SURCHARGE FOR COMMUNITY HOUSING(Citizen Petition) To see if the Town will vote to establish a surcharge on specific residential development activities for the purpose of funding affordable and community housing construction, renovation, associated land acquisition or easements; and further to authorize the Select Board to petition the Massachusetts General Court to enact legislation to enable this surcharge in the Town of Lexington, and further to authorize the Select Board to approve amendments to said act before its enactment by the General Court that are within the scope of the general objectives of the petition, or act in any other manner in relation thereto. (Inserted by Matt Daggett and 9 or more registered voters) DESCRIPTION: The purpose of this article is to address the loss of moderate-income housing by developing a targeted and measured surcharge on specific residential development activities, that will fund the creation of community housing that will address identified housing gaps, such as housing attainable by Lexington municipal employees. ZONING ARTICLES ARTICLE 35 AMEND ZONING BYLAW-DISTANCE FROM BASEMENT, SLAB OR CRAWL SPACE AND GROUNDWATER To see if the Town will vote to amend the Zoning Bylaw to regulate the distance between groundwater elevations and building basements, crawl space floors, or slab elevations; or act in any other manner in relation thereto. (Inserted by the Select Board at the request of the Planning Board) 16 DESCRIPTION: This zoning amendment is in response to residents' requests to address the impacts on their property of displaced groundwater from abutting new construction being built in the water table. This will also help prevent new illegal connections to the Town system from new construction in the water table. ARTICLE 36 AMEND ZONING BYLAW-SHORT TERM RENTALS To see if the Town will vote to amend the Zoning Bylaw to regulate short term rentals; or act in any other manner in relation thereto. (Inserted by the Select Board at the request of the Planning Board) DESCRIPTION: This article would amend the Zoning Bylaw to regulate short term rentals. ARTICLE 37 AMEND ZONING BYLAW-SITE PLAN REVIEW To see if the Town will vote to amend the Zoning Bylaw of the Town of Lexington to amend applicability of, exceptions to, and notice requirements for site plan review; or act in any other manner in relation thereto. (Inserted by the Select Board at the request of the Planning Board) DESCRIPTION: This article would adjust the existing exceptions to site plan review to require review when parking areas are significantly expanded, limit it for small changes to large buildings, and modernize notice requirements. ARTICLE 38 AMEND ZONING BYLAW-FINANCIAL SERVICES To see if the Town will vote to amend the Zoning Bylaw of the Town of Lexington regarding the regulation of financial, drive-up, and auto-oriented services; or act in any other manner in relation thereto. (Inserted by the Select Board at the request of the Planning Board) DESCRIPTION: This article would adapt a variety of financial services regulations to be consistent with current industry practice and regulate drive-up and auto-oriented service uses consistently. ARTICLE 39 AMEND ZONING BYLAW-SOLAR ENERGY SYSTEMS To see if the Town will vote to amend the Zoning Bylaw to reduce restrictions on solar energy systems; or act in any other manner in relation thereto. (Inserted by the Select Board at the request of the Planning Board) DESCRIPTION: This article would encourage construction of solar energy systems by exempting these systems from certain existing setback,height, site coverage, and roof coverage standards, and permitting them in all districts. ARTICLE 40 AMEND ZONING BYLAW-WIRELESS COMMUNICATION FACILITIES To see if the Town will vote to amend the Zoning Bylaw to conform to changes in Federal law and regulations regarding wireless communication facilities, including streamlining permitting processes and standards, adding design guidelines; or act in any other manner in relation thereto. (Inserted by the Select Board at the request of the Planning Board) DESCRIPTION: This article would update the Zoning Bylaw to reflect changes in federal law and regulations regarding wireless communication facilities. These changes include streamlining permitting of wireless facilities on private property to meet federal `shot clock' deadlines by not requiring special permits and expanding acceptable justifications for adding new facilities. 17 ARTICLE 41 AMEND ZONING BYLAW-TECHNICAL CORRECTIONS To see if the Town will vote amend the Zoning Bylaw to correct internal references, remove unreferenced definitions, and reformat sections of the Bylaw to help clarify the intent of the Bylaw; or act in any other manner in relation thereto. (Inserted by the Select Board at the request of the Planning Board) DESCRIPTION: These changes are clerical in nature and are not intended to change interpretation of the Zoning bylaw in any substantive way. ARTICLE 42 AMEND ZONING BYLAW AND ZONING MAP, 1040-1050 WALTHAM STREET (Owner Petition) To see if the Town will vote to amend the Zoning Map and Bylaw of the Town for the property commonly known as 1050 Waltham Street, shown on Town of Lexington Assessors' Map 5 as Parcel 14 (the "Property") and detailed in the metes and bounds description for the proposed PD-5 District included in the applicant's Preliminary Site Development and Use Plan("PSDUP")on file with the Lexington Town Clerk and Planning Board,by changing the zoning district designation of the Property from the current Commercial Local Office (CLO) District to a Planned Development(PD)District, or to act in any other manner relative thereto. (Inserted by BH GRP 1050 Waltham Owner LLC) DESCRIPTION: This article requests rezoning and approval of a Preliminary Site Development and Use Plan (PSDUP) for the 1050 Waltham Street property identified in the article, and would allow for the removal of the existing buildings and the construction of a new building and parking garage. The general location of the property is shown on a plan entitled: "PD-5 District, Waltham Street, Lexington, Massachusetts (Middlesex County prepared by BSC Group dated December 16, 2019 and on file with the Lexington Town Clerk and Lexington Planning Board. ARTICLE 43 AMEND ZONING BYLAW AND MAP-HARTWELL AVENUE AREA(Citizen Petition) To see if the Town will vote to amend the Zoning Bylaw and Zoning Map to alter and supplement dimensional and other standards for the CM district to permit additional development; rezone lots not used for residential purposes near Hartwell Avenue and southwest of Bedford Street into the CM or GC districts; or act in any other manner in relation thereto. (Inserted by Charles Hornig and 9 or more registered voters) DESCRIPTION: The changes proposed under this article would allow additional desirable commercial development along Hartwell Avenue and Bedford Street. ARTICLE 44 AMEND THE ZONING BYLAW AND MAP-BEDFORD STREET NEAR HARTWELL AVENUE (Citizen Petition) To see if the Town will vote to amend the Zoning Map to rezone lots not used for residential purposes northeast of Bedford Street near Hartwell Avenue into the CM and TMO-1 districts, or act in any other manner in relation thereto. (Inserted by Charles Hornig and 9 or more registered voters) DESCRIPTION: This article would expand the CM (manufacturing) and TMO-1 (transportation management overlay) districts by moving the #459 (National Guard Armory) and #475 (Boston Sports Club) Bedford Street properties into the existing CM and TMO-1 districts to allow additional commercial development. 18 ARTICLE 45 AMEND ZONING BYLAW-FRONT YARD, TRANSITION,AND SCREENING AREAS (Citizen Petition) To see if the Town will vote to amend the Zoning Bylaw to regulate front yard, transition, and screening areas along streets consistently within each district, or act in any other manner in relation thereto. (Inserted by Charles Hornig and 9 or more registered voters) DESCRIPTION: The changes proposed under this article would allow consistent streetscapes within a zoning district by requiring consistent front yard, transition, and screening areas along a street independent of the zoning district of lots across the street. ARTICLE 46 AMEND ZONING BYLAW-GROSS FLOOR AREA (Citizen Petition) To see if the Town will vote to jointly amend both Section 13 5-10.1 of the Zoning Bylaw, to revise the definition of Gross Floor Area to remove the inclusion of basements, and Section 135-4.4.2, to reduce the maximum allowable residential Gross Floor Area, or act in any other manner in relation thereto. (Inserted by Matt Daggett and 9 or more registered voters) DESCRIPTION: The purpose of this article is to address issues identified during the implementation of the Gross Floor Area (GFA) requirements adopted under Article 41 of the 2016 Annual Town Meeting and associated definition changes adopted under Article 41 of the 2017 Annual Town Meeting. Specifically, the definition of GFA must be revised to remove the inclusion of basement areas,and in conjunction, the maximum allowable residential GFA table must be reduced accordingly. And you are directed to serve this warrant seven days at least before the time of said meeting as provided in the Bylaws of the Town. Hereof fail not, and make due return on this warrant,with your doings thereon,to the Town Clerk, on or before the time of said meeting. Given under our hands at Lexington this 271h day of January 2020. Douglas M. Lucente, Chair Select Board Joseph N. Pato Suzanne E. Barry of Jill I. Hai Mark D. 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N •-4--a . O N O O O N N O O W 2020 Annual Town Meeting Potential Consent Agenda Articles Select Board 1. Article 10a-Archives and Records Management/Records Conservation & Preservation 2. Article 10b- Restoration of Margaret Lady of Lexington painting 3. Article 10d-Conservation Land Acquisition- IP'd 4. Article 10e Daisy Wilson Meadow Preservation 5. Article 10n-CPA Debt Services 6. Article 10o-CPA Administrative Budget 7. Article 11b- Recreation Capital (Pine Meadows Equipment) 8. Article 12c Hydrant Replacement Program 9. Article 12e-Sidewalk Improvements 10. Article 12g-Townwide Signalization Improvements 11. Article 12h-Street Improvements 12. Article 12j-Transportation Mitigation 13. Article 12k-Municipal Technology Improvement Program 14. Article 121-Application Implementation 15. Article 12m-Phone Systems& Unified Communications 16. Article 13-Appropriate for Water System Improvements 17. Article 14-Appropriate for Wastewater System Improvements 18. Article 16f: School Building Envelopes and Systems 19. Article 16g: Municipal Building Envelopes and Systems 20. Article 16h: Facility and Site improvements-Building Flooring program and School Paving Program 21. Article 16i: Public Facilities Bid Documents 22. Article 16j: Public Facilities Mechanical/Electrical System Replacements 23. Article 18: Rescind Prior Borrowing Authorizations 24. Article 20: Appropriate from Debt Service Stabilization Fund 25. Article 23: Appropriate for Authorized Capital Improvements (if IP'd) **CEC has voted unanimously for all above articles except Article 10d-Conservation Land Acquisition- IP'd Article 23-Appropriate for Authorized Capital Improvements- if IP'd Draft 2/7/20 Capital Expenditures Committee (CEC) 2020 Annual Town Meeting Consent-Agenda Nominations Unanimously Voted by the CEC at its Meeting on 6 Feb 2020 Note: For Articles prefaced with an* , only the listed Sub-Articles are nominated. Articles/Sub-Articles CEC Rationale *Article 10: Appropriate the FY2021 Community Preservation Committee Operating Budget and CPA Projects (Multiple Categories) (a)Archives &Records Management/Records Conservation & Program Preservation b Restoration of Margaret Lady of Lexington Painting Minor Appropriation e Daisy Wilson Meadow Preservation Program n CPA Debt Service Mandator o Administrative Budge Program *Article 11: Appropriate for Recreation Capital Projects b Pine Meadows Equipment Program *Article 12: Appropriate for Municipal Capital Projects and Equipment c Hydrant Replacement Program Program e Sidewalk Improvements Program Townwide Si nalization Improvements Program h Street Improvements Program (j) Transportation Mitigation Program k Municipal Technology Improvement Program Program I Application Implementation Program m Phone Systems &Unified Communications Program Article 13: Appropriate for Water System Improvements Program Article 14: Appropriate for Wastewater System Improvements Program *Article 16: Appropriate for Public Facilities Capital Projects f School Building Envelopes and Systems Program Municipal Building Envelopes and Systems Program h Facility and Site Improvements Program i Public Facilities Bid Documents Program (j) Public Facilities Mechanical/Electrical System Replacements Program Article 18: Rescind Prior Borrowing Authorizations Administrative "clean-up" Article 20: Appropriate from Debt Service Stabilization Fund Mandator Page 1 of 1 ANDERSON KR, E, IGER To: Jim Malloy, Town Manager TOWN OF LEXINGTON From: Mina S. Makarious and Samuel Dinning ANDERS ON & KREIGER LLP Re: Annual Town Meeting Article 8: Short Term Rental Impact Fee Date: February 5, 2020 Article 8 on the 2020 Annual Town Meeting Warrant states: "To see if the Town will vote to accept Massachusetts General Laws Chapter 64G, Sections 3A & 3D, Local Option Community Impact Fee of 3% on short term rental properties; or act in any other manner in relation thereto." In order to accept the entirety of sections 3A and 3D, the Town must approve three motions sequentially: 1. The Town may vote to accept G.L. c. 64G, § 3A on its own. Section 3A allows the Town to impose an excise tax of up to 6% on short-term rentals and other lodging, regardless of whether the lodging is owned by a professional management company or an individual homeowner. Excise taxes are collected by the Department of Revenue ("DOR") and distributed quarterly to the Town. The excise tax revenues would be placed in the Town's General Fund, subject to further appropriation by Town Meeting. 2. If Town Meeting accepts G.L. c. 64G, § 3A, it may go on to accept G.L. c. 64G, § 31)(a). Section 31)(a) would impose a community impact fee of up to 3% for each short- term rental transaction of a professionally managed unit. DOR collects and distributes this fee as well. At least 35% of the fees collected under this section must be dedicated to affordable housing or local infrastructure projects. The remaining 65% may be used for any other lawful purpose for which the Town uses General Fund revenues. 3. If Town Meeting accepts G.L. c. 64G, § 3A and 31)(a), it may go on to accept G.L. c. 64G, § 31)(b). Section 31)(b)permits the Town to impose the same impact fee it imposes under 31)(a) on short-term rental transactions involving a unit in a two-family or three- family owner-occupied dwelling. These votes are separate from the proposed zoning bylaw amendment regarding short-term rentals under Article 36. In fact, the proposed zoning amendment would permit short-term rentals in owner-occupied dwellings only. Thus, a community impact fee under § 3D would apply only to rentals in two- or three-family owner-occupied dwellings. We recommend taking up Article 8 and Article 36 on the same night of Town Meeting to help Town Meeting members understand the connection between the fees and the regulation of Short Term Rentals. ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, st Town of Lexington Comptrollers Office :N Carolyn Kosnoff, Assistant Town Manager for Finance Phone: (781) 698-4622 Fax: (781) 861-2794 ckosnoffglexin tonma.gov TO: Jim Malloy, Town Manager; Board of Selectmen FROM: Carolyn Kosnoff,Assistant Town Manager for Finance DATE: February 7, 2020 RE: Lexhab—Farmview Supplemental Funding During the FY2021 budget development process Lexhab submitted a request for supplemental funding to the Community Preservation Committee (CPC) for the Farmview affordable housing construction project. The total request of$323,097 was for the purpose of supplementing construction funds which were insufficient to cover four components of the project: the installation of solar panels; installation of appliances; landscaping; and paving. This request was originally included in the Capital section of the Town Manager's Preliminary Budget and Financing Plan(the White Book). After multiple meetings with the CPC,the Select Board and Town Staff, Lexhab elected to rescind their request to CPC for supplemental funding, and accordingly this project has been removed from the final proposed budget(Brown Book). In order to complete the project as planned, Lexhab has indicated they will use their own funds to complete the four remaining parts of the project. While Lexhab does not have sufficient levels of cash to fund this project outright they have the ability to borrow against their many assets to raise the funds and are currently working on obtaining a loan. Further, subsequent to rescinding their request for CPC funding, Lexhab approached the Town to request an appropriation from the Affordable Housing Capital Stabilization Fund. This fund was established at the 2018 Annual Town Meeting with the purpose of funding affordable/community housing construction, renovation, and associated land acquisitions or easements. The Affordable Housing Capital Stabilization Fund has a current balance of$111,922, which represents the first affordable housing payment receive from Brookhaven in December, 2019 per the Memoranda of Agreement dated May 1, 2017. I recommend that the Select Board consider supporting this appropriation of$111,922 from the Affordable Housing Capital Stabilization Fund to Lexhab for the purpose of completing the installation of solar panels; installation of appliances; landscaping; and paving. If the Select Board supports this appropriation I further recommend this motion to transfer funds be included in Article 19 of the 2020 Annual Town Meeting-Establish, Dissolve and Appropriate to and From Specified Stabilization Funds. I have discussed this with Town Counsel, and we had agreed that this is the most appropriate article for this transaction. I respectfully request we add this discussion to a future Select Board agenda. Thank you, Carolyn Kosnoff Assistant Town Manager for Finance 1625 MASSACHUSETTS AVENUE•LEXINGTON,MASSACHUSETTS 02420 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Approve One-Day Liquor Licenses PRESENTER:TER• ITEM S NUMBER: Doug Luc ente, Chair C.1 SUMMARY.- The Lexington Symphony has requested a one-day liquor license to serve beer and wine for the purpose of their Post-Concert Reception to be held in Estabrook Hall, Cary Memorial Building, 1605 Massachusetts Avenue, on Saturday, February 15, 2020. The beer and wine will be served from 9:3 0p m to 10:30pm. Maddie's Mission has requested a one-day liquor lic ens e to serve beer and wine for the purpose of their Foster Care Fundraiser/Charity Event to be held at the Scottish Rite Masonic Museum& Library, 33 Marrett Road, on Saturday, February 29, 2020. The beer and wine will be served from 6:00pm to 10:30pm. St. Brigid Church has requested a one-day liquor lic ens e to serve beer and wine for the purpose of their St. Patrick's Day Party to be held at their own location at Keilty Hall, St. Brigid Church, 1981 Massachusetts Avenue, on S aturday, March 21, 2020. The beer and wine will be served from 6:00pm to 11:00pm. Spectacle Management has requested eight one-day liquor licenses to serve beer and wine in the lobby of Cary Memorial Building, 1605 Massachusetts Avenue, for the purpose of eight events on the following dates: • Cherish the Ladies, Friday, March 6, 2020 7:30pm to 10:00pm • The Moody Blues' John Lodge, Sunday, March 8, 2020 7:00pm to 9:30pm • The Russian National Ballet, Friday, March 20, 2020 7:30pm to 10:00pm • Al Di Meola, Friday,April 3, 2020 8:00pm to 10:30pm • Comedian Bobby Collins, Friday,April 17, 2020 8:00pm to 10:30pm • Illusionist Rick Thomas, Saturday,April 18, 2020 7:30pm to 10:00pm • The C ap ito 1 Steps, F rid ay,April 24, 2020 7:30pm to 10:00pm • Ronan Tynan, Sunday, April 26, 2020 3:00pm to 6:00pm SUGGESTED MOTION: Move to approve the consent. FOLLOW-UP: Select Board Office DATE AND APPROXIMATE TIME ON AGENDA: 2/10/2020 ATTACHMENTS: Description Type F) One Day LJ...........Li,,�xin.gtlon.Syrnphony Backup Material F) On e Day I...,I...........Maddie's Mission 13ackup Material F) Orle Day I I...........St.1. igid(.7hurch 11,,ickup Vlaterial F) One Day I I s 'Spectacle,Management I.3a(..,,kup Material F) Otu.........I..'..')ay I I............'.S'j-.)ectacIe National 11-fliet 11,ickup Vl[katerial Jb M�pN�h.. TOWN OF LEXINGTON SELECTMEN'S OFFICE xrncT-- APPLICATION FOR C�SY� h1l-S•VC) ONE-DAY LIQUOR LICENSE The Board of Selectmen(Local Licensing Authority)may issue One-Day Liquor Licenses for the sale and/or service of wine and malt beverages to any enterprise;all alcoholic beverages maybe issued only to non-profit organizations. As required by the ABCC,Liquor for use at a one-day liquor license event must be purchased from a licensed wholesaler.Please fill in this form completely and return to the Selectmen's Office along with a check for$25.00 made payable to the Town of Lexington. BUSINESS/FUNDRAISING ORGANIZATION: L�y no, CONTACT NAME AND NUMBER: ADDRESS FOR MAILING: �C� 1'J� � �� � �.,u.k VI(L' C'VA ojz�-'2_"� EMAIL ADDRESS: TITLE/PURPOSE OF EVENT: LOCATION AND ADDRESS: DATE OF FUNCTION: TIMES OF FUNCTION: TYPE OF LIQUOR TO BE SERVED: DATE AND TIME WHEN LIQUOR DELIVERED: DATE AND TIME WHEN LIQUOR REMOVED: � A ADDITIONAL INFORMATION: ut orized Signature Federal Identification No. or Date Social Security Number C ,. K / ,. i .: �. OF �� � "Mir- SE"LECTMEN'S OFFICE J "f I' "PLICATIONFOR Z;o ONE-DAY LIQjU0 C E&JE, 0 The ward of Selectmen(Local Licensing Authority)may issue One-Day Liquor Licenses for the sale and/or service of WM m* e ,gad-m;&bevy to any enterprise;all&o beverages may be issued only to non:-profit organizations. As required by the ABCC,Liquor for use at a one-day liquor license event must be purchased from a licensed wholesaler.Please fill in this form completely and return to the Selectmen's Office along with a check for$25.00 made payable to the Town of Lexington. BUSINESS/FUNDRAISING ORGTi ON CONTACT NAME ANDNUMBER: . C �Q�4, �►DI� �, �"Off. +1AILI�'�G. ��. EMAIL ADDRESS: TITLE/PURPOSE OF EVENT:-- E 4 > C � LOCATION AND ADDRESS: br C.1 DATE OF FUNCTION: r �J cll�_r TIMES OF FUNCTION: (k V0 0 /-,�C) TYPE OF WHENLIQUOR TO: E SERVED: U-� krl\ ---- �-- • ( DATE A TIMETIWHENLIQUOR DELIVERED: DATE AND TIME WHEN LIQUOR REMOVED: C) ADDITIONAL INFORMATION: /\0;­\ rcc)-(�A— o r Autfiorized Signature Federal Identification No. or Date, Social Security Number v( C fit. . cc, . r w ° TOWN OF LEXINGTON i........., .. . � SELECTMEN'S OFFICE APPLICATIONFORCht 0 Fte�Cv24 ONE-DAY LIQUOR LICE The Board of Selectmen,(Local Licensing Authority)may issue one-Day Liquor Licenses for the sale and/or service of wine and malt beverages to any enterprise;all alcoholic beverages may be issued only to non-profit organizations. As required by the ABCC,Liquor for use at a one-day liquor license event must be purchased from a licensed wholesaler.Please fill in this form completely and return to the Selectmen's Office along with a check for$25.00 made payable to the Town of Lexington. BUSINESS/FUNDRAISING ORGANIZATION: `�T 13K 14X 0 C.k-WyZ-C 1-A CONTACT FAME AND NUMBER: '92RNA" t-A*M4 001 NOV ADDRESS FOR MAILING: ?.00 MASS /:�NJre- �,,,�t���► 0 Z 4 x V EMAIL ADDRESS: TITLE/PURPOSE CIF EVENT: 5r P*FQ I C K@ S DAI Y Z r%-4 LOCATION AND ADDR.ES S: tc'$I W S. A ... DATE OF FUNCTION: 1*_O�V4 2't 10-OL o TIMES OF FUNCTION: FAaTLA (to:0 0 PM 0 0 P M TYPE, OF LIQUOR.TO BE SERVED: Site V*3,V1 f. DATE AND TIME WHEN LIQUOR U R.DELIVERED: '1 v 11:00 em DATE AND TIME WHEN LIQUOR REMOVED: ISS1 Ar" 12:0 0 pry) ADDITIONAL INFORMATION: 1, !�, Authorized Sl linat&e Federal Identification No. or t l Z' 7, Date Social Security Number OR V "I TOWN OF LEXINGTON i � �x� X SELECTMEN'S OFFICE APRIL 001tr APPLICATION FOR ONE-DAY LIQUOR LICENSE, '� ��s•O� The Board of Selectmen issues one-day liquor licenses to for-profit and non-profit organizations that serve liquor and charge either a cover charge or for each drink. Please fill in this form completely and return to the Selectmen's Office along with a check for$25.00 made payable to the Town of Lexington. BUSINESS/FUNDRAISING ORGANIZATION: Spectacle Management CONTACT NAME AND NUMBER: Jack Lally, ADDRESS FOR MAILING: 4 Muzzey St. Lexington MA 02420 EMAIL ADDRESS: 7 events in March &April, 2020 TITLE/PURPOSE OF EVENT: Cary Memorial 1605 Massachusetts Avenue LOCATION AND ADDRESS: lbu', i ding DATE OF FUNCTION: See attached listing. TIMES OF FUNCTION: See attached listing. TYPE OF LIQUOR TO BE SERVED: Beer and Wine DATE AND TIME WHEN LIQUOR DELIVERED: See attached listing. DATE AND TIME WHEN LIQUOR REMOVED: See attached listing. ADDITIONAL INFORMATION: 11 44� 4dthorized ignat?11 Federal Identification No. or Social Security Number Listing of March and April, 2020 Events: Cherish the Ladies, Cary 3/6/20, Performance at 7:30 PM Liquor delivered at 4:00 PM, liquor removed by 11:00 PM Moody Blues John Lodge, Cary 3/8/20, Performance at 7:00 PM Liquor delivered at 4:00 PM, liquor removed by 11:00 PM Al Di Meola, Cary, 4/3/20, Performance at 8:00 PM Liquor delivered at 4:00 PM, liquor removed by 11:00 PM Bobby Collins @ Cary, 4/17/20, Performance at 8:00 PIVI Liquor delivered at 4:00 PM, liquor removed by 11:00 PM Illusionist Rick Thomas, Cary, 4/18/20, Performance at 7:30 PM Liquor delivered at 4:00 PM, liquor removed by 11:00 PIVI Capitol Steps, Cary, 4/24/20, Performance at 7:30 PM Liquor delivered at 4:00 PM, liquor removed by 11:00 PM Ronan Tynan, Cary 4/26/20, Performance at 3:00 PM Liquor delivered at 12:00 PM, liquor removed by 6:00 PM Stacey Prizio From: Jack Lally Sent: Wednesday, February 5, 2020 3:11 PM To: Stacey Prizio Subject: Re: Upcoming Spectacle Management Events at Cary Memorial Building Stacey, See update below. Thanks as always,Jack From: Stacey Prizio Gate: Wednesday, February 5, 2020 at 2:35 PM To:Jack Lally Subject: Upcoming Spectacle Management Events at Cary Memorial Building Good afternoon Jack, I received all of your one-day liquor license applications for the upcoming events for Spectacle Management in March and April. Can you please tell me what the end times are for the following events?: End Time • Cherish the Ladies 3/6 10:00 PM • Moody Blues John Lodge 3/8 9:30 PM * Russian National Ballet 3/20 10:00 PM • Al Di Meola 4/3 10:30 PM • Bobby Collins 4/17 10:30 PM • Illusionist Rick Thomas 4/18 10:00 PM • Capitol Steps 4/24 10:00 PMI • Ronan Tynan 4/26 6:00 PM I am putting these licenses on the Monday,. February 10, 2020 Select Board meeting agenda. I will need the end times for each license, as well as for the information in the packet. I appreciate your help! Thank you, Stacey Stacey A. Prizio Department Assistant Office of the Select Board Town of Lexington 1625 Massachusetts Avenue Lexington, MA 02420 Main: 781-698-4580 Direct: 781-698-4582 selec r en@lexingtonma.,gov O�OJ� � I � ylY e�l �do TOWN OF LEXINGTON ��� SELECTMEN'S OFFICE . ChfCg* 3a I q APPLICATION FOR ONE-DAY LIQUOR LICENSE The Board of Selectmen issues one-day liquor licenses to for-profit and non-profit organizations that serve liquor and charge either a cover charge or for each drink. Please fill in this form completely and return to the Selectmen's Office along with a check for$25.00 made payable to the Town of Lexington. BUSINESS/FUNDRAISING ORGANIZATION: Spectacle Management CONTACT NAME AND NUMBER: Jack Lally, ADDRESS FOR MAILING: 4 Muzzey St. Lexington MA 02420 EMAIL ADDRESS: Russian National Ballet TITLE/PURPOSE OF EVENT: Cary Memorial , 1605 Massachusetts Avenue LOCATION AND ADDRESS: boll � --q Friday, March 20, 2020 DATE OF FUNCTION: 7:30 PM TIMES OF FUNCTION: Beer and Wine TYPE OF LIQUOR TO BE SERVED: 3:00 PM DATE AND TIME WHEN LIQUOR DELIVERED: 10:30 PM DATE AND TIME WHEN LIQUOR REMOVED: ADDITIONAL INFORMATION: dthorized Signature Federal Identification No. or Social Security Number AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Approve Use of Battle Green- 2020 Lexington Fife and Drum Tattoo PRESENTER:TER• ITEM S NUMBER: Doug Luc ente, Chair C.2 SUMMARY: The William Diamond Junior Fife and Drum Corps is requesting p ermis s ion to hold the annual Lexington Fife and Drum Tattoo on the Battle Green on Friday, May 1, 2020, from 7:00 p.m.to 8:00 p.m., including a small parade from St. Brigid Parish to the Battle Green beginning at approximately 6:5 0 p.m. Per the ap p lic ant, this event has taken place over the past few years. Police, DPW, and Fire Department have no objections to this request. SUGGESTED MOTION: Move to approve the consent. FOLLOW-UP: Select Board Office DATE AND APPROXIMATE TIME ON AGENDA: 2/10/2020 ATTACHMENTS: Description Type January 17, 2020 Lexington Select Board Town of Lexington 1625 Massachusetts Avenue Lexington, MA 02420 RE: The 2020 Lexington Fife and Drum Tattoo Dear Board of Selectman, On behalf of the William Diamond Junior Fife and Drum Corps, we would like to make the following requests in regards to the Lexington Fife and Drum Tattoo, Friday, May 1, 2020 Lexington Fife and Drum Parade and Tattoo: Assistance from the Lexington Police Department (LPD) at the Bedford Street crosswalk located at the Minuteman Statue. Assistance from the LPD for traffic control during the 10 minute parade from St. Brigid Parish to the Battle Green. A meeting with the LPD will be requested by WDJ in March 2020 to discuss this event. Lexington Fife and Drum Tattoo Parade: • The Parade will depart St. Brigid Parish driveway at approximately 6:50 pm and march east on Massachusetts Avenue, bear left onto Harrington Road, and enter the Battle Green at 6:55 pm between the Harrington House and First Parish Church. Exact location to be determined. • Total number of marchers will be approximately 60 people. Lexington Fife and Drum Tattoo: Use of the Battle Green for the Lexington Fife and Drum Tattoo. The Tattoo is expected to begin on the Battle Green at approximately 7:00 pm and last for approximately 1 hour. • The Tattoo involves 4 historical 4-5 historical musical groups that will each play 10-15 minutes on the Battle Green. This event will be an exact replica of the previous 5 Lexington Fife and Drum Tattoo. • WDJ will request the roping off of a performance area on the Battle Green from the Department of Public Works. The area will be an exact set-up as was carried out for the previous events. A meeting with the DPW will be requested by WDJ in March 2020 to discuss this event. Should you have any questions, please do not hesitate to contact WDJ. Sincerely, Susan Rubenstein William Diamond Junior Fife and Drum Corps Board Member