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2021-01-11 SB Packet - Released
SELECT BOARD MEETING Monday, January 11, 2021 Conducted by Remote Participation* 7:00 PM AGENDA PUBLIC COMMENTS Public comments are allowed for up to 10 minutes at the beginning of each meeting. Each speaker is limited to 2 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 Chair in managing meeting times. TOWN MANAGER REPORT CONSENT AGENDA 1. Approve Nursing Services Agreement with Belmont 2. Approve Deeds and Closing Documents - 344 Lowell Street 3. Select Board Committee Reappointment 4. 2021 Fee Schedule for Recreation& Community Programs 5. Annual License Renewal 6. Water and Sewer Adjustments ITEMS FOR INDIVIDUAL CONSIDERATION 1. Vote on Tree Planting Guideline and the 4th Edition of the Tree Management Manual 7:10pm 2. Update on 116 Vine Street Affordable Housing Project 7:20pm 3. COVID-19 Update 7:50pm Strategies, Implementation, Community Response Actions and Reopening Efforts Related to COVID-19 Guidelines and Directives 4. Update on Next Steps for Social Racial Equity Initiatives 8:00pm 5. FY2022 Town Manager's Preliminary Budget& Financial Planning 8:05pm 6. Review 2021 Annual Town Meeting Draft Warrant 8:20pm 7. Discuss Patriots' Day 2021 9:05pm SELECT BOARD MEMBER CONCERNS AND LIAISON REPORTS ADJOURN 1. Anticipated Adjournment 9:25pm *as per Executive Order regarding remote participation:https://www.mass.gov/doc/open-meeting- law-order-march-12-2020/download Members of the public can view the meeting webinar from their computer or tablet by clicking on the following link at the time of the meeting: https://zoom.us/j/99197471992?pwd=ZWEwQ 1dmNUUyKIA2Mmd5VGpyTzuZz09 Whone one-tap: +19294362866„99197471992# or+13017158592„99197471992# Telephone:+1 301 715 8592 or+1 312 626 6799 Webinar ID: 991 9747 1992 Passcode: 197291 A Summit III meeting of the Select Board, Capital Expenditures Committee, Appropriation Committee and School Committee will be held by remote participation on Thursday, January 14, 2021 at 7:00pm. The next regularly scheduled meeting of the Select Board will be held by remote participation on Monday, January 25, 2021 at 7:00pm. Hearing Assistance Devices Available on Request �� �® ryl All agenda time and the order of items are approximate and subject to change. Recorded by LexMedia AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Approve Nursing Services Agreement with Belmont PRESENTER: ITEM NUMBER: Doug Lucente, Select Board Chair C.1 SUMMARY: Attached please find the signed Nursing Services Agreement between the Towns of Lexington and Belmont. As the Board may recall, this came before the Board in January 2020 and the Board of Health objected to one item which was related on who made the determination if there was an emergency. I made a change to the agreement and have followed up with Belmont and they approved it this Fall. I have sent the revised version to the Board of Health Chair and asked for her comments. My understanding is she shared it with the Board of Health and they now support this agreement. SUGGESTED MOTION: Move to approve the consent. FOLLOW-UP: Town Manager DATE AND APPROXIMATE TIME ON AGENDA: 1/11/2021 ATTACHMENTS: Description Type Signed N uusuung;Seuv w s A.;,erwnt Cover Piemv NURSING SERVICES AGREEMENT BETWEEN THE TOWNS OF BELMONT AND LEXINGTON, MASSACHUSETTS WHEREAS, The Towns of Belmont and Lexington desire to provide Public Health Nursing Services to the residents of both Towns; WHEREAS, The Towns of Belmont and Lexington realize that the most cost effective and efficient means of providing Public Health Nursing Services to both Towns is to do so jointly; WHEREAS, The Towns of Belmont and Lexington have both appropriated funds in their respective Fiscal Year 2020 Budgets to provide for such services; WHEREAS, For the purposes of providing Public Health Nursing Services,the geographical areas containing both Towns shall be considered one service district by the Public Health Nurse; NOW THEREFORE,we, Lexington Board of Selectmen and Belmont Select Board, acting by and on behalf of our respective Towns in consideration of the mutual covenants contained herein agree: A. Work Schedules and Benefits 1) A full-time(3 5 hours per week) Public Health Nurse will be hired by the Town of Lexington with input from the Town of Belmont, including an opportunity to comment on the candidates'resumes and interviews. All necessary steps in the hiring process and maintenance of employee records will be the responsibility of the Town of Lexington. 2) The Public Health Nurse's regular work week will, on average, consist of three seven hour days in Lexington and two seven-hour days in Belmont. This schedule shall be reviewed and adjusted, if necessary, annually, three months prior to the end of each year of the Tenn of this Agreement. Adjustments shall be upon agreement of the Towns and payment allocations under Section D(4) below shall be assigned proportional to hours worked per week. 3) Either town may request of the other extra hours to cover emergency situations especially communicable disease control activities, vaccination clinics or emergency preparedness activities. Hours to be "paid back" to the other town shall be at the discretion of the Directors of Health. The Health Director for the Town of Lexington will make final decisions whether an emergency situation warrants a change in the Public Health Nurse's schedule. 4) An annual performance evaluation of the Public Health Nurse will be prepared by the Directors of Health in both Towns and ajoint evaluation meeting will be held with the two Directors and the Public Health Nurse. (A0630331.2) 5) The Public Health Nurse will attend the Board of Health meetings in both Towns when requested by the BOH members or by the Directors of Health. 6) The holiday schedule for the Public Health Nurse will follow that of the Town of Lexington. 7) All employee benefits will be according to the Town of Lexington's agreement with the Lexington Municipal Employee Association. 8) Both Towns will provide the Public Health Nurse with office space, equipment, storage and supplies consistent with the professional practice of public health nursing. Each Town will reimburse the Public Health Nurse for out of pocket miscellaneous expenses including mileage accrued in the Town providing public health nursing services, at the usual federal rate. 9) Standard operating procedures for the Public Health Nurse will be consistent with State mandates; all others will be established with the approval of both Towns' Directors of Health and the Public Health Nurse. 10) If the public health nurse position should become vacant, both Towns will cooperate fully to fill the position as quickly as possible. B. Duties and Responsibilities 1) In general, the duties and responsibilities of this position are described in the job description, attached as an addendum to this Agreement. Changes to the job description will be made with the approval of each Towns'Health Departments. 2) The Town of Lexington shall act as the lead municipality for this Agreement. The primary supervisor of the Public Health Nurse will be the Health Director for the Town of Lexington. When performing services in the Town of Belmont, however,the Public Health Nurse shall be under the direction and control of the Health Director of the Town of Belmont. 3) Investigation of communicable disease reports will be the primary responsibility of the Public Health Nurse and completion of those reports in both Towns will take precedence over other duties and responsibilities. Establishment of other priorities for the Public Health Nurse will be a result of consultation between the Boards of Health, the Directors of Health and the Public Health Nurse. The prevention of disease and promotion of health for all of the residents of both communities will be the overriding goal of this cooperative agreement. The Towns shall confer quarterly to ensure that their respective needs are being met and to agree upon necessary changes to the duties of the Public Health Nurse. 4) The Directors of Health will be on call 24/7 for communicable disease emergencies and will call the Public Health Nurse at their discretion. C. Term of Agreement-Maximum Financial Liability JA0630331.2 I 1) The term of this Agreement shall be five years, subject to appropriation by the Towns. The Towns may renew this Agreement for subsequent five-year periods for a total duration of no longer than 25 years. Renewal shall be accomplished pursuant to a written agreement of the Towns. 2) The maximum financial liability of each Town shall be established by the Town of Lexington and the final budgets in each Town will be subject to appropriation by each Town's respective Town Meeting. D. Financial Accountability 1) Both Towns, acting by their respective Boards of Health,will communicate through the Health Directors the priorities of the joint Public Health Nursing Services under this Agreement and the annual personnel budget for the Public Health Nurse in accordance with paragraph 2 below. All other expenses associated with Public Health Nursing Services will be budgeted and accounted for in each Town including mileage,vaccine clinic supplies, and educational materials. 2) Shared expenses under this Agreement will include, but not necessarily be limited to, the following expenses attributable to the Public Health Nurse: employee salary, benefits, Medicare tax, Worker's Compensation, RN licensing expenses including required CEUs, liability insurance, membership in the Massachusetts Association of Public Health Nurses, and recruitment costs. Additionally, as provided in paragraph 4 below,the Towns will also share estimated costs associated with pension benefits. 3) Both Towns, as provided in paragraph 4 below, will also share unemployment liability costs at such time that the Public Health Nurse becomes unemployed. 4) The Town of Lexington will pay 60% and Belmont will pay 40% of the shared expenses under paragraph 2 above. Additionally, Belmont will pay 1.6% of the Public Health Nurse's gross salary to account for Belmont's share of the future pension liability the Town of Lexington may be assuming. 5) The Town of Lexington shall bill the Town of Belmont for the expenses provided in paragraphs 2 and 4 above on a quarterly basis. Invoices shall be sent within the first two weeks of the beginning of each quarter and shall include an accurate and comprehensive record of the shared expenses described in paragraph 2. Belmont shall remit payment within thirty days of receipt thereof. All bills and payrolls submitted for work done under this Agreement shall be plainly marked to indicate that the work was done under the authority hereof. 6) To the extent that any claims, demands, suits, causes of action, and costs and expenses arise with respect to the provision of services under this Agreement,the receiving community shall be liable and shall,to the extent permitted by law, indemnify, defend, and hold the other community harmless from and against any {A0630331.2} and all such claims, fees, to the extent that the receiving community would otherwise be subject to liability under state or federal law. By entering into this Agreement,neither party has waived any governmental immunity or limitation of damages which may be available by operation of law. 7) The Towns shall maintain accurate and comprehensive records of service performed, costs incurred, and reimbursements and contributions received. The records shall be subject to regular audits. The Towns shall exchange full financial accounting for all services under this Agreement no less than annually, or upon reasonable request of the other Town. E. Miscellaneous 1) Amendment. This Agreement may not be changed or modified except by a written instrument executed by the Board of Selectmen or Select Board of each Town. 2) Severability. Both Towns agree that if any court or other competent authority having jurisdiction shall declare any provision of this Agreement to be invalid or unenforceable,the remaining provisions hereof shall not be affected and shall remain in full force and effect. 3) Assignment. This Agreement and the rights contained herein shall not be assigned nor performance of the duties hereunder delegated without the express written consent of each Town. 4) Indemnification. To the extent permitted by law, Belmont agrees to indemnify Lexington, including all officials, officers, employees, agents, servants, and representatives, from and against any claim arising out of the duties performed by the Public Health Nurse pursuant to the Agreement in or on behalf of Belmont for any claim of liability, loss, damages, costs and expenses for personal injury, or damage to real or personal property by reason of any negligent act or omission by the Public Health Nurse. Belmont's obligation to indemnify under this Section shall be limited to and benefited by the immunities and the limits on liability that would be applicable under M.G.L. c. 258 and any other law or statute limiting the liabilities of municipalities as if the negligent act or omission had been made by an employee of Belmont. Furthermore, Belmont shall not be liable for, and to the extent permitted by law, Lexington shall indemnify Belmont against any claims arising from: a. Violations of state or federal civil rights statutes; b. Violations of state or federal discrimination statutes; c. Wrongful termination claims; d. Violations of any state or federal statute dealing with employment practices; and e. Claims that are covered by any insurance policy; and f. Claims arising out of duties performed by the Public Health Nurse on behalf of the Town of Lexington. (A0630331.2} 5) Termination. Either Town may,by vote of its Board of Selectmen or Select Board,terminate the Agreement upon written notification,provided that the notification of termination be six months prior to the end of a year under the Terms of this Agreement and that the terminating Town shall be responsible for fulfilling its obligations until the end of the year in which notice of termination is given. 6) Reservation of Rights. The Towns reserve the right, either in law or equity, by suit, and complaint in the nature of specific performance, or other proceeding,to enforce or compel performance of any or all covenants herein. Nothing in this Agreement shall deprive a Town of any remedy,power, or authority which it has at law or under its by-laws, except where expressly set forth in this Agreement or G.L. c. 40, § 4A. 7) Governing Law. This Agreement shall be governed by, construed, and enforced in accordance with the laws of the Commonwealth of Massachusetts. 8) Notices. Any notice permitted or required hereunder to be given or served on any Town shall be in writing signed in the name of or on behalf of the Town giving or serving the same. Notice shall be deemed to have been received at the time of actual receipt of any hand delivery or three business days after the date of any properly addressed notice sent by mail. 9) Complete Agreement. This Agreement constitutes the entire Agreement between the Towns concerning the subject matter hereof, superseding all prior agreements and understandings. There are no other agreements or understandings between the Towns concerning the subject matter hereof. Each Town acknowledges that it has not relied on any representations by any other Town or by anyone acting or purporting to act for another Town or for whose actions any other Town is responsible, other than the express, written representations herein. {A0630331.2} FOR THE TOWN OF BELMONT Chair, Select Board Vice Chair, Select Board Member, Select Board F ds Available, Acting Town Accountant FOR THE TOWN OF LEXINGTON Chair, Board of Selectmen Health Director Assistant Town Manager for Development Town Manager Funds Available, Town Comptroller {A0630331.2} AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Approve Deeds and Closing Documents - 344 Lowell Street PRESENTER: ITEM NUMBER: Doug Lucente, Select Board Chair C.2 SUMMARY: The bank was not ready to close by the date that we had included in the purchase and sales agreement, so the deed documents are not prepared for the Board's approval. Town Counsel has drafted the motion below and the extension that is attached. SUGGESTED MOTION: Move to authorize the Town Manager to execute an amendment to that Land Disposition Agreement between the Town and Lexington Peace Center dated December 15, 2020 conceiving the exchange of land located off Lowell Street in Lexington, Massachusetts as more particularly described therein, in order to extend the Closing Date thereunder as determined by the Town Manager in his discretion . FOLLOW-UP: Town Manager DATE AND APPROXIMATE TIME ON AGENDA: 1/11/2021 ATTACHMENTS: Description Type ff M rrus ion Cb e:r N CM)K) FIRST AMENDMENT TO LAND DISPOSITION AGREEMENT This FIRST AMENDMENT TO LAND DISPOSITION AGREEMENT (this "Amendment") is made as of the day of January, 2021,by and between the LEXINGTON PEACE CENTER, LLC (the "LPC"), and the Town of Lexington,by and through its Select Board(the "Town"). WHEREAS, LPC and the Town entered into that certain Land Disposition Agreement dated as of December 15, 2020 (the "Agreement") in connection with the exchange of land located off Lowell Street in Lexington, Massachusetts as more particularly described therein(the "Premises"); and WHEREAS, LPC has requested and the Town has agreed to an extension of the Closing Date (as such term is defined in the Agreement),pursuant to the terms and conditions of this Amendment. NOW, THEREFORE, in consideration of the foregoing and for other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties hereto agree as follows: Extension of Closing Date. The Closing Date, as such term is defined in Section 6 of the Agreement is hereby amended to be February 26, 2020. Counterparts. This Amendment may be executed by facsimile or electronic signatures and in multiple counterparts which, when taken together, shall constitute one instrument. Ratification. Except as amended hereby, the Agreement shall be, and hereby is,ratified, confirmed and approved and shall remain in full force and effect in accordance with its terms. Defined terms that are not specifically defined herein shall have the meanings ascribed to them under the Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Amendment under seal as of the date first above written. [Signature Pages Follow] ,A0404953.1) 1 LEXINGTON PEACE CENTER, LLC By: Name: Title: By: Name: Title: tA0404953.1) 2 TOWN OF LEXINGTON, By its Select Board: By: Name: James J. Malloy Title: Town Manager, duly authorized tA0404953.1) 3 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Select Board Committee Reappointment PRESENTER: ITEM NUMBER: Doug Lucente, Select Board Chair C.3 SUMMARY: The Select Board is being asked to reappoint Fred Weiss to the Lexington Retirement Board for a three-year term set to expire on January 11, 2024. This reappointment would be pending the completion of his Ethics Conflict of Interest Law Training. SUGGESTED MOTION: Move to approve the consent. FOLLOW-UP: Select Board Office DATE AND APPROXIMATE TIME ON AGENDA: 1/11/2021 ATTACHMENTS: Description Type 2021 exihirng ton ReOrs•onein(Hoard Latter Frorndl.(bindo n on 1,ke na l'(WK Backup Material Town of Lexington Comptroller's Office Retirement James M. Condon,Retirement Assistant Tel: (781) 862-0500 x 84632 jeondon@lexingtonma.gov Fax: (781) 861-2794 December 22, 2020 Lexington Board of Selectmen 1625 Massachusetts Ave. Lexington, MA 02420 RE: Reappointment of Lexington Retirement Board Member To the Board of Selectmen: The Lexington Board of Selectmen first appointed Fred Weiss to the Lexington Retirement Board in January 2015. His current term expires on January 11, 2021. Mr. Weiss has expressed a desire to continue as a member of the Lexington Retirement Board for another three-year term. Mr. Weiss's financial expertise has proven particularly beneficial to the Lexington Retirement Board, and on behalf of the Lexington Retirement Board I am requesting that the reappointment of Fred Weiss be included on the Selectmen's agenda for another three-year term to commence on January 12, 2021. S*�kc e I Jam M. Condon Election Officer Retirement Assistant cc: Lexington Retirement Board PERAC 1625 MASSACHUSETTS AVENUE-LEXINGTON,MASSACHUSETTS 02420 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: 2021 Fee Schedule for Recreation& Community Programs PRESENTER: ITEM NUMBER: Doug Lucente, Select Board Chair C.4 SUMMARY: Attached is the proposed Lexington Recreation & Community Programs Fee Schedule for calendar year 2021. The Recreation Committee voted unanimously(5-0) during its December 16, 2020 meeting to approve the attached schedule. SUGGESTED MOTION: Move to approve the consent. FOLLOW-UP: Recreation Department DATE AND APPROXIMATE TIME ON AGENDA: 1/11/2021 ATTACHMENTS: Description Type Iil`CIALA f ION ti&4 4„PM14MUN I I Y wwww.w C Rf S(,VI,h .1 MEMORANDUM TO: James Malloy, Town Manager FROM: Melissa Battite, Director of Recreation & Community Programs DATE: December 16, 2020 SUBJECT: 2021 Fee Schedule The Recreation Committee voted unanimously (5-0) during their December 16, 2020 meeting to approve the enclosed 2021 Fee Schedule and recommend it be presented to and voted on by the Select Board in January 2021. Here are the key points: • This is an annual request that comes before the Select Board each January. • The proposed fee schedule will be implemented during the FY2022 Budget year and applied as seasonal registrations open during the 2021 Calendar Year, as early as February 2021. The Fee Schedule reflects requests for fee adjustments for several Activity Types within different Cost Centers and Core Program Areas as highlighted in the attached schedule. • The fee adjustments take into consideration market price, cost of living increases and other expenses associated with delivering the particular service. • A review of similar communities with like services was conducted and is attached, however, no other community offers the exact same programming/funding as Lexington. • Accessible and affordable programs and services remain a Recreation Department and Recreation Committee commitment and priority for users of all ages with continued access to programs and financial aid support throughout the year. During calendar year 2019 $19,810 was provided in scholarships or reduced fee enrollments through the Recreation Enterprise Fund, Dana Home Foundation and Fund for Lexington support. This provided over 190 participants of all ages and abilities to engage in swimming, camps, clinics and fitness classes. • The projected new revenue from the proposed fees attached coupled with the elimination of services presented at the December Budget Hearing, will allow for a reduced reliance on the Tax Levy. Any proposed fees that are not approved will likely require an increased request for tax levy support for FY2022. The overall revenue projections associated with the adjustments is $66, 053 in the following Cost Centers: Aquatics $ 7,400 Tennis $25,055 Camps & Clinics $ 2,730 Adult Programs & Leagues $ 9,560 Youth Leagues $ 3,320 Golf $ 7,248 Adaptive $ 1,940 Athletic Fields & Courts $ 8,800 Total $66,053. Should you have any questions, please do not hesitate to contact me. 2 Lexington Recreation&Community Programs Fee Schedule Activity Type Cost Center Core Program Area 2017 1 2018 1 2019 1 2020 2021 Family Pass-Non-Resident Aquatics Memberships $375.00 $375.00 $395.o0 $395.00 $395.00 Individual Pass-Non-Resident Aquatics Memberships $150.00 $150.00 $160.o0 $160.00 $160.00 Family Pass-Resident Aquatics Nemberships $225.00 $225.00 $240.00 $240.00 $240.00 Individual Pass-Non-Resident Aquatics Memberships $7S.00 $7S.00 $80.00 $80.00 $80.00 Senior Pass-Resident Aquatics Memberships $50.00 $50.00 $50.00 $60.00 $60.00 Replacement Card Aquatics Memberships $25.00 $5.00 $5.00 $5.00 $5.00 Daily Pass-Resident Aquatics Memberships $5.00 $5.00 $5.00 $5.00 $5.00 Daily Guest Pass-Non-Resident Aquatics Memberships $6.00 $6.00 $6.00 $6.00 $6.00 Youth Lessons Aquatics Intro Skill Based $40.00 $45.00 $50.00 $60.00 Adult Lessons Aquatics Intro Skill Based $45.00 $50.00 $50.00 $60 00 Fitness Classes Aquatics Intro Skill Based $6,00'.. Punch Card Aquatics Memberships $50,00 Youth Lessons Tennis Intro Skill Based $35-$30 $3S-$80 $35-$80 $100001 $x25.0i3, Adult Lessons Tennis Intro Skill Based $8S.00 $SS.00 $85.00 $100 00 Semi-Private Lessons Tennis Advanced Skill Based $32000 ID Cards Individual-Resident Tennis Membershi s $60.00 $70.00 $70.00 $8000 $100:00; ID Cards-Senior-Resident Tennis Membershi s $45.00 $50.00 $50.00 $6000 $16to0;. ID Cards-Non Resident Tennis Membershi s $100.00 $100.00 $100.00 $10000 $125.00;+ Reservations-hr/w/ID Tennis Membershi s free free free free free Reservatons hr/w/ID-li hts Tennis Membershi s $10.00 $10.00 $10.00 $10.00'.. $20,00.. Reservatonshr/no ID Tennis Membershi s $10.00 $10.00 $10.00 $10.00'.. $15,00 Reservations-hr/no ID-lights Tennis Membershi s $20.00 $20.00 $20.00 $20.00'.. $30,00 Day Camp Summer Camps Camps&Clinics $205-$230 $215-$240 $215-$240 $265 00'.. $275 , Minuteman Sports Clinics Summer Cams Camps&Clinics $100-$170 $110-$170 $110-$170 $18000 $19o0oi. Field House Morning Pass-Resident Adult Program,&Lea ues Membershi s $95.00 $105.00 $105.00 $10500 $11500 Field House Morning Pass-Non-Resident Adult Program,&Lea ues Memberships $115.00 $125.00 $125.00 $12500'.. $14000.. Field House Evening Pass-Resident Adult Pro rams&Leagues Mernbershilas $60.00 $65.00 $65.00 $65.00 $75,00.. Field House Evening Pass-Non-Resident Adult Programs&Lea ues Memberships $85.00 $90.00 $90.00 $90.00'.. $100,00.. Daily Pass-Resident Adult Programs&Lea ues Memberships 53.00 $3.00 $5.00 $5.00 $5.00 Daily Pass-Non-Resident Adult Programs&Leagues Memberships $5.001 $5.00 $6.00 $6.00 $6.00 Co-Ed Softball Adult Programs&Leagues Advanced Skill Based $450.00 $450.00 $500.00 $50000'.. $500oo.. Fitness Classes Adult Programs&Leagues Intro Skill Based $60.00'.. $7240',. Fitness Classes Adult Programs&Leagues Advanced Skill Based $120.00 $120,00 Fall Flag Football Youth Leagues Intro Skill Based $80-$90 $90-$100 $90-$100 $9000'.. $100,00.. Winter Youth Basketball Clinic Youth Leagues Advanced Skill Based $95-$105 $100-$110 $100-$110 $10000'.. $.116,00'. Winter In-Town Basketball League Youth Leagues Advanced Skill Based $155-$165 $160-$170 $160-$170 $165.00 $165.00 Winter High School Basketball League Youth Leagues Advanced Skill Based $130-$140 $135-$145 $135-$145 $140.00 $140.00 Summer Youth Basketball League Youth Leagues Advanced Skill Based $60.00 $60.00 $65.00 $65.00 $70:00=. ID Cards-Resident-2 week advance tee time Pine Meadows Nemberships $10.00 $10.00 $10.00 $1000'.. $40.00. Mon-Fri Resident(9) Pine Meadows Memberships $19.00 $20.00 $20.00 $21.00 $21.00 Man-Thurs Resident(9)Senior/Junior-before 3pm Pine Meadows Memberships $16.00 $17.00 $17.00 $1800 $19,00'. Weekend-Resident(9) Pine Meadows Memberships $21.00 $22.00 $22.00 $23.00 $23.00 Man-Fri Non-Resident(9) Pine Meadows Memberships $22.00 $22.00 $22.00 $23.00 $23.00 Man-Thurs Non-Resident(9)Senior/Junior-before 3pm Pine Meadows Memberships $18.00 $18.00 $18.00 $19 00 $20104'. Weekend-Non-Resident(9) Pine Meadows Memberships $24.00 $24.00 $24.00 $25.00 $2S.00 Calf Cart Rental holes Pine Meadows Memberships $18.00 $20.00 $20.00 $22.00 $22.00 Golf Cart Rental holes Pine Meadows Memberships $11.00 $11.00 $11.00 $11 00 $14,00.. All ages Adaptive-Tennis Intro Skill Based $60.00 $95 00'.. $12btoo.. All ages Adaptive-Swimming Intro Skill Based $40.00 $45.00 $45 00'.. $75,00, All ages Adaptive-sports/athletics Intro Skill Based $6S.00 $6S.00 $65.00 $65 00 S120.06 All ages Ada tive-Fitness Classes Intro Skill Based $12000 Individual Pass-Resident Communit Center Memberships Free Free Free Free Free Individual Non-Resident Senior 60+ Communit Center Memberships $12.00 $12.00 $12.00 $15.00 $15.00 Individual Non-Resident Youth under 18 Communit Center Memberships $25.00 $25.00 $25.00 $30.00 $30.00 Individual Non-Resident Adult 18-59 Communit Center Memberships $50.00 $50.00 $50.00 $60.00 $60.00 Family Pass-Non-Resident Communit Center Membershi s $125.00 $125.00 $125.00 $150.00 $150.00 Individual Non-Resident(18+)work in Lex Communit Center Memberships $25.00 $25.00 $25.00 $30.00 $30.00 Daily Guest Pass-Non-Resident Communit Center Memberships Free $5.00 $5.00 $6.00 $6.00 Replacement Card Community Center Memberships $5.00 $5.00 $5.00 $5.00 $5.00 Rentals Community Center Memberships-based on tiers $0-$100 $0-$100 $0-$100 $0-$10o $0-$100 Rentals Athletic Fields and Courts Permits-based on tiers Tl,ad$15 1 T1,Pip$15 1 Tl,pp$15 Tl, $15 Tier 1,per player$17 At the discretion of the Director of Recreation and Community Programs,periodic registration and seasonal specials for incentive fees for early bird,late fee and special fees that may apply with the certain program areas and cost centers,such as but not limited to Golf Course,Summer camp and clinics and tennis lessons approved by the Recreation Committee on 12/2019 approved by the Board of Selectmen on 1/13/2020 a roved b Recreation Committee on 12 2020 � § \ 2 \ / 2 7 / ) ra % 2 -a$ Q ) \ mtJ U $ ƒt k_z z e { W \ S\ƒ \ k Cl \ / / / A %m % S \ 0 / k � � t r \ 7 ) & » @ 2 \ + ( & ) ® 2 ± :_ ƒ \ 0) ' k k CL % � / G \ a k Ln / \ ] f \ \ _ } / \ _ ± 7m Ln Ln J / / , \ k k \ \ \ \ \ \ a) 2 ) ± . % \ . _ / 0 ƒ § § 6 § \ ® $ \ƒ / § 2 , 7 G g 2 o : 7 < 2Q / f ƒ / \ ( \ \ & \ < / & e / + j 3 \ § / c 2 § 0 ® k � © � m 0 m = § 7 R 2 cu � LL \ \ \ \ \ \ \ \ \ \ ) \ § ~tA \ ƒ \ \ \ \ \ \ \ \ LL LZ u ke u e [ 2 u \ $ \ » ƒ / / / s s / C e ° R ; : \ 5 5 5 § k ƒ 2 3 = 2 } } L } / ) f LU � 7 _ » 3 .2 \ 2 0 / } 0 2 a . _ m e _ k [ ( § 2 a « 3 3 / 2 a) \ \ \ \ 7 4 £ , E 0 0 vui z c s c N N _ M vt in rn s U L v Ib +L+ i 00 00 00 O O O O C 0 00 00 00 O O O L VI O O O '1 ri N N N N �O 111 O V t1} ih ih ih i/� ih i/)- O N � L lD 7 O O L CCd N L O O 00 O O 00 O L a S N i W N N N N ri z cu Z C lD � f6 CA O � p � � N 3 V O i O O O O 0 0 O 5 O N L O w 01 m M M I" r- N N - I I N N N N r-I � r-I O 00 m -(/} v)- v)- in -U} v)- i/} in. O U N -a 00 00 00 00 O O d •i 00 00 00 00 O L O Si p� 00 00 00 O —0 E N N N U r-I � inin N N i/? ih in iR i/}iJ} ih aLn � LL V lD IA O O N m N O O O O O O O � O O O s Xq --I N N N N ri iItl1 r-I m pg = J 0 a }J }J 4- 4- (n U) N (n (n C C L — IB O O Q H _0 _0 .2 U U N N = i O +r 4- v) 4 v V) �!= S N N > O s (D a L N N N (0 O O a m O O : v T v cu 'O U N O p Y Z Y H N N L N 0 ` O Y 5 V v !2= v O C7 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Annual License Renewal PRESENTER: ITEM NUMBER: Doug Lucente, Select Board Chair C.5 SUMMARY: The following annual license renewal is now ready for Select Board approval and signatures: Common Victualler License • Great Harvest Bakery& Cafe SUGGESTED MOTION: Move to approve the consent. FOLLOW-UP: Select Board Office DATE AND APPROXIMATE TIME ON AGENDA: 1/11/2021 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Water and Sewer Adjustments PRESENTER: ITEM NUMBER: Doug Lucente, Select Board Chair C.6 SUMMARY: Water& Sewer Adjustments recommended by WSAB Dec 2, 2020 $ 397.52 SUGGESTED MOTION: Move to approve the consent. FOLLOW-UP: Treasurer/Collector DATE AND APPROXIMATE TIME ON AGENDA: 1/11/2021 ATTACHMENTS: Description Type 1VSAB 12/2 f6r SIR Jain 2021 Uwcr Menno FY2021 ADJUSTMENTS TO WATER/SEWER AS RECOMMENDED BY THE WATER AND SEWER ABATEMENT BOARD AP 91 t"W" WSAB DECEMBER 2,2020 N • MENEEMMOCOM 0300762000 10 CENTRE STREET _I ..110.861 45.38 (56.24) 970788 2020 BURST WATER HEATER 0300624700 16 STRATHAM ROAD $ (81.54) LN1._Z8j______968951....... 2020 TOILET LEAK ($92.40) 7($305.12) ($397.52) -------------- It is the recommendation of the Water and Sewer Abatement Board that the Town Collector be authorized to waive interest that has accrued on the bills included herein,unless stated here otherwise,from the due dote of the bill until 30 calendar days after the date of written notification to applicant of the Selectmen's action. ............... WATER SEWER TOTAL ($92.40) ($305.12) ($397.52) DIRECTOR OF PUBLIC WORKS SELECTBOARD MEETING DATE 1/11/21 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Vote on Tree Planting Guideline and the 4th Edition of the Tree Management Manual PRESENTER: ITEM Dave Pinsonneault, Director of DPW; NUMBER: Chris Filadoro, Tree Warden; Gerry Paul, Chair of Tree Committee I.1 SUMMARY: Attached please find an update to the Lexington Tree Management Manual(4th Edition) as previously presented to the Board. Gerry Paul, Chair, Tree Committee, David Pinsonneault, DPW Director and Chris Filadoro, Superintendent, Public Grounds and Tree Warden will be at the Select Board meeting to make the presentation. SUGGESTED MOTION: Move to approve both the Town of Lexington Tree Management Manual 4th Edition dated 2020, and the Tree Planting guidelines as presented FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 1/11/2021 7:10pm ATTACHMENTS: Description Type I11cc sc.nntautio n Backup Maata.riaal D 1[ce Mavage nnvn a Mwmal4k;.Jk ifto n Backup Mate6al D tree,Manag imnerut Maruuais.➢4th t a16on..redhnarfl vG rrsnarin Backup Material D ha°ca Pkuntinv,G uidcfiana;s aipdatcd 7..➢Q4-2 Bea kup material W � N v� �U °� •bJJ O ct U 4-4 c1tU �--' N c1t ticn 4040 �--� O v� O � 0 �: O4-4 st p 4� • v ct ' cn cn H cn cn N Ln U �'' r--' m bIJ � � U � � � N III •� :44 W bA ct ct cn qj C� O 4-4 a� U 41 ct 74 U N U � •p bA '� b1J �bA O po ct ct lc� ct ,� U � uuL.) u Lexington Tree Management Manual Town of Lexington, Massachusetts TREE MANAGEMENT MANUAL Fourth Edition 2020 Town of Lexington Tree Committee Funds for the 1st Edition donated by The Lexington Field and Garden Club (LFGC) The Massachusetts Department of Conservation and Recreation(DCR) 2003 Urban Forest Planning and Education Grant Funds for the 2nd, 3rd, & 4th Editions donated by Lexington Tree Fund and Lexington Forestry Division Graphics by Bruce Walker http://www.bruce-walker.com/ Published by Town of Lexington 1st Edition, 2003; 2nd Edition, 2009; 3rd Edition, 2012; 4th Edition, 2020. Subject to periodic updates as warranted. Please consult the Tree Committee or the Town of Lexington websites for revisions at http://www.lexingtonma.gov/tree-committee COPYRIGHT NOTICE The Lexington Tree Committee (LTC) hereby grants permission to reproduce and disseminate portions of the Lexington Tree Management Manual for non-commercial purposes provided that the LTC and the graphic artist are credited, and distribution is not for profit. LTC © 2020 Lexington Tree Management Manual With gratitude, the Lexington Tree Committee dedicates this fourth edition of the Lexington Tree Management Manual to NELL WALKER 1934-2017 p , �i it y p N k Gd N �f �oytg„ F a r. r e �^ry,�P1NYY, o Member of the 1991 Ad Hoc Tree Committee, which advocated for over a decade to form the Lexington Tree Committee Member of the Lexington Ad Hoc Tree Bylaw Committee, which wrote Lexington's first tree bylaw in 2000 Member of the Lexington Tree Committee from its inception in 2001 until her retirement in 2014 ii Lexington Tree Management Manual With gratitude, the Lexington Tree Committee dedicates this fourth edition of the Lexington Tree Management Manual to JOHN FREY 1930-2020 i ri V i jAW �y r, (f; r c; f al i, Member of the 1991 Ad Hoc Tree Committee, which advocated for over a decade to form the Lexington Tree Committee Member of the Lexington Ad Hoc Tree Bylaw Committee, which wrote Lexington's first tree bylaw in 2000 Chair of the Lexington Tree Committee from its inception in 2001 until his retirement in 2018 Awarded the Minuteman Cane Award in 2015 iii Lexington Tree Management Manual PREFACE In 2014 the Lexington Director of Public Works and the Lexington Superintendent of Public Grounds and Tree Warden requested information about the Emerald ash borer(EAB) and Asian longhorn beetle(ALB) be added to the fourth edition of Tree Management Manual. All previous editions of the Manual had dealt only with trees: their growth, care and protection. The advent of two invasive insects in Massachusetts, ALB in 2008 and EAB in 2012, each of which has the potential of destroying major hardwood tree species across the state and into the northern forests, influenced the decision to add chapters on these two insects to the Manual. It required a focused study of the entomology of both insects; their life cycles, which trees they favor and how they colonize. It included the history of how they arrived on our shores, what measures humans are using to control them, quarantines, different choices communities made in response when there was an infestation, and research being done on new control methods. The Commonwealth of Massachusetts and Federal government both have controlling legislation that gives communities the legal backing to fight these insects. These expanded and enriched the Manual. The entire Commonwealth of Massachusetts has been quarantined for EAB since 2015. The greater Worcester area has been quarantined for ALB since August 2008. The Boston Brookline area quarantine for ALB began in 2010 and ended 2014. To be in quarantine means that infected trees and wood of any part of those trees is not allowed beyond the boundary of the quarantine zone unless the wood is chipped into pieces small enough to destroy the beetle larvae.Firewood from a quarantine zone may not be moved to a non-quarantine zone. The fourth edition of the Tree Management Manual has web addresses in sections and references. It has an expanded list of Recommended Trees. We hope you find the Manual useful and enjoyable. The Editors John W. Frey Anne Senning iv Lexington Tree Management Manual Town of Lexington, Massachusetts TREE MANAGEMENT MANUAL TABLE OF CONTENTS Section Page I PURPOSE 1 II GOALS 1 III ENABLING LEGISLATION 2 A. TOWN STATUTES APPLYING TO TREES 2 B. STATE STATUTES APPLYING TO TREES 2 C. STATE STATUTES 2 D. FEDERAL STATUTES APPLYING TO INVASIVE INSECTS 2 IV JURISDICTION OF TOWN BOARDS AND DEPARTMENTS 3 A. JURISDICTIONS 3 B. TREE REMOVAL— STATUTES (including Rights &Responsibilities Regarding 4 Neighbors' Trees) C. DONATING TREES TO THE TOWN 6 V TREE PLANTING 8 A. TREE SELECTION 8 B. LISTS OF RECOMMENDED TREES (CHARTS) 11 C. PUBLIC TREE SITE SELECTION 20 D. PUBLIC TREE PLANTING 20 E. PRIORITIES FOR TREE PLANTING LOCATIONS 21 F. SETBACK PLANTING ON PRIVATE PROPERTY 21 G. SPACING OF STREET TREES 22 VI PLANTING GUIDELINES 24 A. SITE PREPARATION 24 B. PLANTING DIRECTIONS FOR BALLED AND BURLAPED TREES 27 C. PLANTING DIRECTIONS FOR BARE ROOT TREES 29 VII MAINTENANCE SPECIFICATIONS FOR PRUNING 31 A. GENERAL REQUIREMENTS FOR PROPERTY OWNERS/PRV. CONTRACTORS 31 B. ADDITIONAL REQUIREMENTS FOR PROFESSIONALS 35 C. AUTHORIZED TYPES OF TREE PRUNING 35 VIII TREE PROTECTION DURING CONSTRUCTION 36 A. GENERAL GOAL OF SAVING LIVING TREES 36 B. PROTECTION REQUIREMENTS FOR EXISTING TREES 38 IX INVASIVE PLANT SPECIES—IMPACT ON PUBLIC LANDS 43 A. DEFINITION, MASSACHUSSETTS INVASIVE PLANT ADVISORY GROUP 43 B. INVASIVE PLANTS ON LEXINGTON LANDS (CHART) 44 C. ENVIRONMENTAL RISKS OF INVASIVE PLANTS 45 v Lexington Tree Management Manual TABLE OF CONTENTS Section Page X INVASIVE INSECTS— EMERALD ASH BORER 46 A. EMERALD ASH BORER IN MASSACHUSETTS 46 B. RECOMMENDATIONS FOR HANDLING INFECTED ASH TREES AND WOOD 46 C. LEXINGTON DEPARTMENT OF PUBLIC WORKS ASH TREE POLICY 47 D. WORKS CITED 48 XI INVASIVE INSECTS—ASIAN LONGHORN BEETLE 48 A. ASIAN LONGHORN BEETLE MASSACHUSETTS OVERVIEW AND HISTORY 49 B. CURRENT DETECTIONS 50 C. MASSACHUSETTS ALB COOPERATIVE ERADICATION PROGRAM 50 D. WORKS CITED 51 XII ASIAN LONGHORN BEETLE—GREATER WORCESTER 2008-2014 51 A. GREATER WORCESTER—LARGEST ALB OUTBREAK IN NORTH AMERICA 51 B. QUARANTINE ZONE 52 C. SURVEY METHOD 52 D. CHEMICAL TREATMENT 52 E. REPLANTING 52 F. CONTINUING SURVEYS 53 G. PHEROMONE TRAPS 53 H. WORKS CITED 55 Xlll ASIAN LONGHORN BEETLE—FAULKNER HOSPITAL GROUNDS 2010-2014 55 A.INITIAL DISCOVERY 55 B. EVALUATION OF ASIAN LONGHORN BEETLE AND RED MAPLES 56 C. BOSTON AND BROOKLINE ERADICATION PROGRAMS 56 D. WORKS CITED 58 XIV ASIAN LONGHORN BEETLE—LEXINGTON POLICY 60 A. DISCOVERY 60 B. SURVEY AND QUARANTINE 60 C. ERADICATION OPTIONS 60 D. PUBLIC NOTICE 60 E. RESIDENT NOTIFICATION 60 XV SOURCE MATERIAL 61 A.PRINTED PUBLICATIONS 61 B. WEBSITES 6/11/19 62 XVI PUBLICATION INFORMATION 63 vi Lexington Tree Management Manual APPENDICES Page APPENDIX I TREE BYLAW, TOWN OF LEXINGTON 64 http://ecode360.com/10535335 APPENDIX II Massachusetts General Laws CHAPTER 87. SHADE TREES 70 https://malegislature.,gov/Laws/GeneralLaws/PartI/TitleXIV/Chapter87 APPENDIX III Massachusetts General Laws CHAPTER 40. SECTION 15C. SCENIC 74 ROADS https://malegislature.gov/Laws/GeneralLaws/Partl/TitleVII/Chapter40/Section 15C APPENDIX IV Massachusetts General Laws CHAPTER 132.FORESTRY SECTION 8. 75 Entry on land to control and suppress public nuisances https://male gislature.gov/Laws/GeneralLaws/PartI/TitleXIX/Chapter 132/S ection8 APPENDIX V Massachusetts General Laws CHAPTER 132.FORESTRY SECTION 11. 76 Suppression of moths, caterpillars,worms and beetles and any invasive plant or animal species; rules and regulations; contracts; studies for control of public nuisances; annual recommendations https://male,gislature.gov/Law s/GeneralLaws/PartI/TitleXIX/Chapter 13 2/Section 11 APPENDIX VI Massachusetts General Laws CHAPTER 132.FORESTRY SECTION 12. 77 Interference with suppression or eradication of Asian longhorned beetle,oak wilt or any public nuisance; penalties; injunctive relief https://malegi slature.gov/Laws/GeneralLaws/Partl/TitleXIX/Chapter l 32/Section 12 APPENDIX VII Massachusetts General Laws CHAPTER 132A. STATE RECREATION 78 AREAS OUTSIDE OF THE METROPOLITAN PARKS DISTRICT SECTION IF.Duties of bureau of forestry https://male,gislature.gov/Laws/GeneralLaws/PartI/TitleXIX/Chapter l 32A/Section I APPENDIX VIII U.S. CODE OF FEDERAL REGULATIONS(CFR) 79 TITLE 7:AGRICULTURE PART 301—DOMESTIC QUARENTINE NOTICES EMERALD ASH BORER http://www.ecfr.gov/cgi- bin/retrieveECFR?gp l&SID 36beb9336d8b90a8225b7196b3567b10&ty HTML &h=L&r=SUBPART&n=7y5.1.1.1.2.10 APPENDIX IX U.S. CODE OF FEDERAL REGULATIONS (CFR) 84 TITLE 7:AGRICULTURE PART 301 —DOMESTIC QUARENTINE NOTICES ASIAN LONGHORN BEETLE https://www.law.comell.edu/cfr/text/7/part-301/subpart-1ii65?gt- cfr tabs_orig l#qt-cfr_tabs_or APPENDIX X Emerald Ash Borer: Initial Quarantine Order for Berkshire County 90 http://massnrc.org/pests/linkeddocuments/EABQuarantineMarch2013.1)df APPENDIX XI Emerald Ash Borer: Extension Quarantine Order the entire state 11/26/14 92 http://massnrc.or2/pests/linkeddocuments/EAB3rdAmendedOrder.pdf APPENDIX XH Asian Longhorn beetle: Commonwealth Quarantine orders for Worcester 94 County with Map: http://massnre.or2/pests/albdocs/AsianLOnghOrned0rder7.6.10.pdf APPENDIX XIII Asian Longhorn beetle: Commonwealth Quarantine orders for Boston and 98 Brookline: https://massnrc.org/pests/albdocs/AsianLon2horned0rder7.6.10.i)df vii Lexington Tree Management Manual LIST OF ILLUSTRATIONS Page FIGURE 1 Tree Bylaw Setback Area for Residential Properties 7 FIGURE 2 Select Trees According to the Site 9 FIGURE 3 Trunk Girdling Roots 10 FIGURE 4 Lexington Tree Committee Planting Program Setback Area 23 FIGURE 5 Street Treeway 25 FIGURE 6 Balled and Burlapped Tree Planting Guidelines 26 FIGURE 7 Bare Root Tree Planting Guidelines 28 FIGURE 8 Correct Use of Mulch 30 FIGURE 9 Tree Pruning Crimes 32 FIGURE 10 Where to Cut Branches 33 FIGURE 11 Avoid Bark Wounds 34 FIGURE 12 Design to Save Specimen Trees 37 FIGURE 13 Protecting Trees During Construction 39 FIGURE 14 Tunneling Under Root Zone 41 FIGURE 15 Grade Change Guidelines 42 PHOTO 1 Emerald Ash Borer,Enlarged & Actual Sizes 46 PHOTO 2 Asian Longhorn Beetle,Enlarged & Actual Sizes 48 PHOTO 3 Asian Longhorn Beetle Chewing An Egg Site 50 MAP 1 Map: Asian Longhorn Beetle Infestation,Greater Worcester,MA 54 MAP 2 Map: Asian Longhorn Beetle Infestation,Boston,Brookline,MA 57 viii Lexington Tree Management Manual I PURPOSE In April 2001, the Lexington Town Meeting approved a Tree Bylaw (Part 1 — General Bylaws, Chapter 120, TREES), which gave increased protection to the town's living infrastructure. The bylaw affects trees on public land and, in certain cases, trees on portions of private property. From time to time the Tree Committee, Town Meeting and the Select Board modify this bylaw. Please refer to the Town website (Code of the Town of Lexington, MA, Part I — Chapter 120, TREES, Page 64) or http://ecode360.com/10535335 for latest revisions. This Tree Management Manual will be used as the standard for tree planting, maintenance and protection in the Town. § 120-15 Tree Management Manual. [Added 4-4-2007 ATM by Art. 13] (Code of the Town of Lexington,MA,Part I—Chapter 120, TREES, Page 64) or https://ecode360.com/10535335 Its purpose is to set forth details of current standards and practices for arboriculture and shall apply to work done by town employees, developers, builders, contractors and private individuals. The Tree Committee reviews and updates the Manual periodically. II GOALS A. TOWN OF LEXINGTON GOALS 1. To encourage both professionals and amateurs to plant and maintain trees correctly. 2. To achieve close cooperation between the Tree Warden, all town departments,private developers and utility companies on matters that affect Lexington's trees. 3. To maintain a tree-by-tree inventory on public land with information about location, species, size and health of each tree as well as potential tree hazards in a database which will be integrated into the Town's GIS database that can be updated on a regular basis. This database shall be the foundation for Department of Public Works, Public Grounds Division planting, maintenance and management plans. 4. To replace trees lost during the preceding year on at least a one-for-one basis. 5. To submit an annual budget for planting replacement trees. 6. To encourage the planting of hardy native trees within the street right of way, on town conservation lands,parks, and other public spaces. 7. To encourage private funding as a supplement to the tree budget. 8. To institute a town-wide tree education program about tree diseases such as Asian Longhorn Beetle and Emerald Ash Borer in newspaper articles, web postings, and inserts in town-wide mailings. To enhance this education program with publicity at events such as Arbor Day, and to liaison with school curricular development. 9. To maintain and increase the tree canopy with the goal of increasing climate resilience. 1 Lexington Tree Management Manual III ENABLING LEGISLATION The following provisions of law regulate and affect public trees in Lexington, and set forth the duties of the Tree Warden: A. TOWN STATUTE APPLYING TO TREES 1. Code of the Town of Lexington, MA,Part I—General Bylaws, Chapter 120, TREES (See Appendix I,Page 64).http://ecode360.com/10535335 B. STATE STATUTES APPLYING TO TREES 1. Massachusetts General Laws, Chapter 87, (Shade Trees) Sections 1-14 (See Appendix II, Page 70).https://malegislature.gov/Laws/Genera]Laws/PartT/TitieXTV/Chapter87 2. Massachusetts General Laws,Chapter 40,(Scenic Roads) Section 15 C(See Appendix III, Page 74). https://malegislature.gov/Laws/GeneralLaws/PartI/TitleVII/Chapter4O/Sectionl5c The following provisions of law regulate the health of trees in Lexington in relation to Asian longhorn beetle and Emerald ash borer, and set forth duties of Tree Warden in relation to attacks by either insect: C. STATE STATUTES APPLYING TO INVASIVE INSECTS 1. Massachusetts General Laws CHAPTER 132, (Forestry) SECTION 8 (See Appendix IV,Page 75).https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXIX/Chapter132/Section8 2. Massachusetts General Laws CHAPTER 132, (Forestry) SECTION I I(See Appendix V, Page 76).https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXIX/Chapter132/Sectionl 1 3. Massachusetts General Laws, Chapter 132, (Forestry) Sections 12 (See Appendix V1, Page 77). https://malegislature.gov/Laws/GeneralLaws/Partl/TiticXIX/Chapterl32/Sectionl2 4. Massachusetts General Laws,Chapter 132A, (State Recreation Areas Outside Of The Metropolitan Parks District) Section 1F (See Appendix VII,Page 78)._ hiips://inalegislature.gov/Laws/GeneralLaws/PartI/TitleXIX/Chapter l 32A/Sectionl F D. FEDERAL STATUTES APPLYING TO INVASIVE INSECTS 1. U.S. CODE OF FEDERAL REGULATIONS(CFR) TITLE 7:AGRICULTURE PART 301 —DOMESTIC QUARENTINE NOTICES EMERALD ASH BORER(See Appendix VIII,Page 79). https://www.law.comell.edu/cfr/text/7/chapter-III 2. U.S. CODE OF FEDERAL REGULATIONS(CFR) TITLE 7:AGRICULTURE PART 301 —DOMESTIC QUARENTINE NOTICES ASIAN LONGHORN BEETLE(See Appendix 1X,Page 84) https://www.law.comell.edu/cfr/text/7/part-301/ 2 Lexington Tree Management Manual IV JURISDICTION OF TOWN BOARDS AND DEPARTMENTS A. JURISDICTIONS 1. Department of Public Works,Public Grounds Division The Superintendent of Public Grounds (the Tree Warden) shall be responsible for all public trees in Lexington. This Division shall initiate and supervise the selection, planting and maintenance of most of the town's street trees and setback trees. (See Lexington Tree Bylaw, §120-5, Appendix I,Page 64), http://ecode360.com/10535335 2. Department of Public Works,Engineering Planting shall be coordinated with future town projects including sidewalk improvements, street construction and water systems. This also includes schools, the community center, library, recreation, public works, and other municipal facilities. The Department of Conservation and Recreation (DCR) http://www.mass.gov/eea/agencies/dcr/ guidelines recommend that a minimum of 2% of the street/curb/sidewalk construction budget be for tree planting. 3. The Lexington Planning Board and the Lexington Planning Department The Board and the Department shall recommend tree preservation and/or planting as part of Special Permit Projects and other developments including new and renovated buildings and parking facilities. The Planner shall consult with the Tree Warden and Tree Committee and follow the standards and procedures set forth in this Manual. 4. Other Town Commissions, Committees and Entities The following shall also consult with the Tree Warden and Tree Committee and follow the standards and procedures set forth in this Manual. a. Select Board b. Board of Appeals c. Conservation Commission d. Design Advisory Committee e. Historic Commission f. Historic Districts Commission g. Lexington Historical Society h. Permanent Building Committee i. Recreation Committee j. School Committee k. Sidewalk Committee 1. Utility Companies 3 Lexington Tree Management Manual B. TREE REMOVAL— STATUTES 1. Public Tree Removal If violations occur, interested parties may contact the Tree Warden. a. Process Refer to Massachusetts General Laws, Chapter 87 Shade Trees (Appendix II,Page 70), http s://m al egi slature.gov/Laws/GeneralLaws/Partl/Tit]eXTV/Cbapter87 Section 2 (Powers of the Tree Wardens),Page 70. Section 3 (Cutting of public shade trees;public hearing; ... owner),Page 69. Section 6 (Penalties),Page 71 Section 11 (Injury to Trees of another Person),Page 72 Section 12 (Injury to Shrubs, Trees ... in a public way or place),Page 72 Refer to Town of Lexington, Chapter 120, TREES (Appendix 1,Page 64), http://ecode360.com/10535335 §120-3 (Definitions for Public Shade and Town Trees),Appendix I [Added 4-5-2017 ATM by Art. 37] Page 65. §120-7A Public shade trees and Town trees (Scope),Page 66. §120-713 Public shade trees and Town trees (Procedures), [Added 4-5-2017 ATM by Art. 37] Page 66 §120-10 (Enforcement),Page 68. b. Criteria (Refer to Town of Lexington, Chapter 120 TREES Appendix I,Page 64), http://ecode360.com/10535335 §120-4A (Applicability),Page 65. §120-9 (Emergencies and Exemptions),Page 68. C. Enforcement §120-71) (Removal ,Mitigation and Planting of Public Shade Trees), Page 66. §120-10 (Enforcement),Page 68. 4 Lexington Tree Management Manual 2. Private Tree Removal Trees on private property generally remain under the control of the owner. However, during demolition or during construction which increases a building's footprint by 50% or more, the Town Tree Bylaw applies. If violations occur, interested parties may contact the Tree Warden and the Building Inspector. a. Process Refer to Town of Lexington, Chapter 120 TREES (Appendix I,Page 64), http://ecode360.com/10535335 §120-3 (Definition of a protected tree),Page 64, (See Figure 1,Page 7). §120-8 (Scope),Page 66. Other trees on private property remain under the control of the owner. Property owners are encouraged to have their trees inspected and maintained routinely by a certified arborist,both for the health of the trees and the safety of residents and the public. b. Rights and Responsibilities Regarding Neighbors' Trees The law is clear in Massachusetts that when a tree trunk stands wholly on one party's land,that party is considered to be the sole owner of that tree. [Levine v. Black, 312 Mass. 242, 243 (1942)]. Massachusetts law recognizes a"right of self-help"by which a property owner can cut the limbs or branches of a tree that invade their property as long as such cutting is done at the property line [Id.; Michalson v.Nutting,275 Mass. 232, 234 (1931)]. Under Massachusetts common law, a homeowner may remove branches of a neighbor's tree that extend over the property line,up to the property line, as long as s they don't bill or damage the tree. The tree's owner has no liability for roots growing into an abutter's yard, even if they cause damage to the abutter's property. Massachusetts law does not allow a person to cross or enter a neighbor's property for tree work without the neighbor's consent. They also cannot remove any branches or other vegetation within the confines of the neighbor's property without permission. This is the"Massachusetts Rule." Rights as to the tree differ when the tree trunk stands on the boundary line of two pieces of property. 5 Lexington Tree Management Manual C. Recommendations Property owners should consider the following before removing a tree from their private property: (i) Is it healthy? If not, can it be treated? (ii) Is it a unique or rare species? (iii) Can your plans be accommodated any other way, such as through pruning? 3. Tree Removal for Disease Control For situations where trees must be removed for disease control refer to Section X. INVASIVE INSECT SPECIES — EMERALD ASH BORER (Page 46-48) and Section XL INVASIVE INSECT SPECIES—ASIAN LONGHORN BEETLE (Page 48-60). C. DONATING TREES TO THE TOWN 1. Planting Trees on Public Land As stated in the Tree Bylaw (§120-7C Appendix I, http://ecode360.com/10535335 Page 66), any person seeking to plant a tree on public land under the jurisdiction of the Tree Warden must obtain written permission from the Tree Warden. 2. Gift of Tree-Planting Funds The Town of Lexington welcomes tree-planting fund donations in any amount. One may contact the Tree Warden, Chris Filadoro, at the DPW by email Cfiladoro(aylexin tog nma.gov or phone (781) 784-8300 xl to review specifics. 3. Commemorative Tree Program Lexington's Tree Committee has a Commemorative Tree Program where one may donate a tree in honor or in memory of a person. Background of the honoree is kept in perpetuity in a Commemorative Ledger for Trees in the Cary Memorial Library. For details refer to a brochure at the DPW or the Tree Committee web site, htips://www.lexin tog nma.gov/tree- committee 4. Donation of Trees for Transplanting The donation of a living tree to be transplanted from private to Town property may be accepted at the discretion of the Tree Warden. Factors in the decision will be the species and condition of the tree, current Town needs, and the availability of funds to transplant. Only unusual specimens in good condition will be considered, due to difficulty and expense in transplanting large trees. 5. Donating a Street Tree Homeowners may purchase a street tree, which the Town will plant, resources permitting. Apply to the Tree Warden, Chris Filadoro at the DPW by email CfiladoroAlexingtonma.gov 6 Lexington Tree Management Manual Figure TREE BYLAW SETBACK AREA FOR RESIDENTIAL PROPERTIES The Tree Bylaw Setback Area for Protected Trees is to be 30 feet from the front of the property (usually the asphalt edge of the road) and 15 feet from the property lines on the two sides and the rear of the property. rear of property -------------------------------------------------------------------------------------------------------------------------------------------------- 15 feet UNRESTRICTED AREA See definition of setback in Appendix 1,§120-3. N Y CL L L 1J% //////////////////// d 15 feet 15 feet a o , 0 v v Vl N 30 feet ._._._._._._._._._._._._._._._._._._._._._._._.edge of street pavement ._._._._._._._._._._._._._._._._._._._._._._._._._. Lexington Tree Management Manual V TREE PLANTING A. TREE SELECTION 1. Characteristics When selecting the tree species to fit a site consider mature height, projected longevity, rate of growth,hardiness, soil and microclimate requirements (sun or shade, wet or dry),wind and salt tolerance, ornamental attributes, and disease/pest resistance. (See Figure 2,Page 9). 2. Individual Selection Choose a healthy specimen: a. Reject any with girdling roots. Examine the root ball top. Girdling roots strangle the tree by growing around or against the tree's trunk and major roots. (See Figure 3,Page 10). b. Where possible, avoid grafted stock. C. Examine the trunk and reject those with severe wounds. d. Check for desired form and branching. e. Check that foliage has good color and is not wilted. 3. Appropriateness to Site The choice of species in various locations depends on surrounding circumstances: for instance, potentially large trees are only appropriate in parks or on broad streets where there is room for full growth. If obstructions such as utility wires limit the available space, select a dwarf species or varieties with growth rates that will not create future problems. 4. Species Diversity The Town should plant a diversity of species in one area or on one street, to avoid the danger of horticultural epidemics. This prevents a monoculture, creates a balance in defined areas and visual variety across the town. 5. Species to Avoid The Massachusetts Prohibited Plant List was published 2005. It is updated periodically. It includes the following tree species which should neither be purchased, planted, nor transplanted because of their invasive properties, Norway Maple, Sycamore Maple, Tree of Heaven, Black Locust, Glossy and Common Buckthorn. As of 1/1/ 2009 all of these plants are prohibited from sale, purchase, trade or propagation. For more information about trees that should NOT be planted, or whose planting should be limited, refer to in this Manual, V.13.2. List Of Host Trees For Asian Longhorn Beetle, V.13.3. Trees Killed By Emerald Ash Borer, (Page 15) and section IX INVASIVE PLANT SPECIES (Page 43), http://www.massaudubon.org/learn/nature-wildlife/invasive-plants [online cited 27 March 2018]. 8 Lexington Tree Management Manual Figure 2 SELECT TREES ACCORDING TO THE SITE AVOID FUTURE PROBLEMS Consider removing trees that are too close. Prune large overhanging tree limbs. 6 f—� m in 0 Keep trees at least six feet from buildings. Be aware of gasline and telephone conflicts. Before excavating call Dig Safe: 1-888-344-7233 or 81 1 9 = = = :i Lexington Tree Management Manual Figure 3 TRUNK GIRDLING ROOTS Trunk girdling lateral roots caused by excess soil Root flare planted too deep in hole Graft Do not mistake graft area for root Flare Root Flare Do not cover graft area or root flare with soil or mulch 10 Lexington Tree Management Manual B. LISTS OF RECOMMENDED TREES (CHARTS) 1. Recommended Trees "Native plants are those that occur naturally in a region in which they evolved..." https://www.audubon.org/content/why-native-plants-matter [online cited 28 August 2019]. The lists on the following pages were compiled by the Tree Committee to guide public tree planting selection, Tree Bylaw mitigation planting, and planting by homeowners. An "N"denotes a species native to North America. Many trees not listed here will grow in Lexington but are not recommended, or are recommended with reservations, for various reasons. Maples are the primary host for Asian Longhorn Beetle (ALB), (see Section V.B.2.). Zelkova, a non-native,provides no support for wildlife. Red Mulberry, although native,tends to be invasive, as does the non-native Mimosa tree. Birches are short-lived, disease-prone, and are ALB host trees. Black Walnut can be invasive and is toxic to soil under the canopy. Callery Pears are invasive, short-lived and prone to split. The recommended trees Flowering Dogwood and Soul-wood are delicate and need ideal planting conditions. The lists that follow the master list are subcategories,which sort according to size, salt-tolerance (for planting near streets), and susceptibility to certain insect pests. Common Name N Latin Name Mature Notes Salt Height tolerant Bald Cypress N Taxodium 50-70' Deciduous conifer(drops needles in Yes distichum winter), adaptable to wet or dry sites. Basswood N Tilia 60-80' Fragrant blossoms; good for bees; No americana massive tree in old age; often suckers at the base Beech,American N Fagus 50-70' High wildlife value with edible nuts; No grandifolia smooth gray bark; low-branching if open grown,but can be limbed up Catalpa N Catalpa 50-60' Dense flowers,large leaves and pods; Mod speciosa tendency to spread by seedlings Cedar,Alaskan N Chamaecyparis 30-45' Graceful needle evergreen;hardier Yes White nootkatensis than Asian varieties. Best in damp, humid areas. Cherry, flowering; Prunus 20-30' Often short-lived; dense ornamental Yes Sargent Cherry sargentii spring blossoms; good for bees Cherry, Black N Prunus 50-60' A somewhat weedy, "common"but Salt serotina hardy tree. Very valuable to wildlife, Spray second only to oaks in that regard. Sensitive Crabapple N Malus spp. 20-25' Native and Asian varieties,hybrids; Mod tough, low-branching; spring blossoms some winter fruit relished by birds; ood for bees Dogwood, N Cornus florida 20-25' Large spring flowers; fall fruit feeds No Flowering birds.Needs moisture,mulch,partial shade.Not stress tolerant 11 Lexington Tree Management Manual B. LISTS OF RECOMMENDED TREES,continued 1. Recommended trees, continued Common Name N Latin Name Mature Notes Salt Height tolerant Dogwood,Pagoda N Cornus 15-25' Bird-friendly; excellent fall color No alternifolia Dogwood, Comelian Cornus mas 20-25' Yellow spring flowers; edible fruit No cherry Elm,American N Ulmus 60-80' ALB host; moderate to fast growing Yes americana, esp. with graceful vase shape 'Princeton' Fir, White N Abies concolor 30-50' Best Fir for this area; soft needles with Salt light bluish hue; good replacement for Spray blue spruce; can take dry,rocky soil Sensitive Fir, Fraser N Abies fraseri 30-40' Christmas tree shape;prefers moist Yes soil but tolerates dry. Hardier than Balsam Firs. Fringetree N Chionanthus 12-20' EAB host; long clusters of white Yes virginicus flowers in spring Ginkgo Ginkgo biloba 45-55' Plant only males; females have Salt Spray odiferous fruit; slow growing; tolerates Sensitive shade, drou ht. Hackberry N Celtis 40-60' Hardy, takes adverse sites and Salt Spray occidentalis conditions. Bee and bird-friendly. Sensitive Hawthorn N Crataegus 20-25' Fall berries attract birds; good fall leaf Salt Spray crusgalli color; C. crusgalli var. inermis is Sensitive inermis, C. thornless; C.phaenopyrum has some haeno arum thorns; good for bees. Hickory,Butternut N Juglans 40-60' Slow-growing; sweet, oily nuts Mod cinerea Hickory,Pignut N Carya glabra 60-80' Very adaptable, but difficult to No transplant unless small; friendly to wildlife;brilliant yellow fall color Hickory, Shagbark N Cary ovata 70-100' Same notes as for Pignut Hickory. No Interesting shaggy bark. Honeylocust N Gleditsia 40-80' Thornless varieties, small leaves, Yes triacanthos v. filtered shade kind to lawns; gold fall inermis color; females have large pods Hophombeam, N Ostrya 25-40' Unique seed structure, striking bark No American virginiana Hornbeam, Carpinus 40-60' Columnar varieties;useful in hedges No European betulus Horsechestnut Aesculus 50-75' ALB host; fruits eaten by migrating Yes hippocastanum birds and small mammals; prone to leaf scorch Ironwood,Blue N Carpinus 20-40' Tolerant of many planting sites; good No Beech caroliniana fall color 12 Lexington Tree Management Manual B.LISTS OF RECOMMENDED TREES,continued 1. Recommended trees, continued Common Name N Latin Name Mature Notes Salt Height tolerant Katsura Cercidiphyllurn 40-60' Heart-shaped leaves emerge reddish- Yes japonicum purple in spring,maturing to blue- reen; ellow to apricot fall color Kentucky Coffeetree N Gymnocladus 50-70' Ideally plant males, as females have Yes dioicus large seedpods;bi-pinnate leaves;bare trunks and branches in winter Linden,Littleleaf Tilia cot-data, 40-60' Neat shape but densely twigged; casts No especially dense shade; bee-friendly 'Greens ire' London Planetree Platanus x 70-100' Beautiful peeling bark; a cross between Yes acerifolia American sycamore and Asian planetree for disease resistance; supports birds, insect pollinators and small mammals Maackia, Amur Maackia 20-30' Tough; tolerates dry well drained soil, No amurensis Attractive bark, medium shade tree; bee- Magnolia, Star Magnolia 15-25' Needs moisture; form often is that of a No stellata large shrub; very early white blossoms especially which may be obliterated by late `Centennial' spring frost; bee-friendly Magnolia, Sweetbay N Magnolia 10-20' Multi-stemmed, shrub-like; tolerates Yes virginiana wet soil, shade; scented white flowers; bee- Magnolia, N Magnolia 50-80' Large leaves,yellow flowers,red seed No Cucumbertree acuminata clusters in autumn. Old trees have great character with massive branches. Maple,red N Aeer rubrum 40-60' Preferred host of ALB;bee-friendly; No tolerates wet sites; good fall color Oaks: Bur, Chestnut, N Quercus spp. 60-80' American National Tree. Plant in See notes Pin, Red, Scarlet, spring only. Most beneficial of all at left Swamp White, White local tree species in supporting wildlife including butterflies. Red Oak is salt tolerant; others are less so. Pin Oak is salt intolerant. Osage Orange N Maclura 20-40' Interesting orange-tinged bark; thorns; Mod pomifera females have fruits; extremely hardy tree even in poor sites. Pine,Eastern White N Pinus strobus 50-80' Very supportive of wildlife; useful in No screening;plant at least 50' away from structures,prone to windthrow Redbud N Cercis 15-25' Tolerates some shade; strong spring No canadensis blossom color;young pods edible; good fall color; good for bees Redcedar,Eastern N Juniperus 40-50' Common roadside evergreen, tolerant of No (tree form only) virginiana poor soil; check cultivar for predicted height 13 Lexington Tree Management Manual B. LISTS OF RECOMMENDED TREES,continued 1. Recommended trees, continued Common Name N Latin Name Mature Notes Salt Height tolerant Serviceberry, N Amelanchier 15-30' 4-season interest; edible berries;bird No Shadblow laevis and bee-friendly;white spring blossoms like apple mil ; red fall color Silverbell, Carolina N Halesia 30-40' Dense May bloom of white "bell" No tetraptera flowers; tolerates shade; grows quickly Smoketree,American N Cotinus 20-30' Intense fall colors; good street tree in Salt Spray obovatus wide planting strip if pruned to single Sensitive trunk; often naturally in bush form Sourwood N Oxydendrum 25-30' 4-season interest;late summer blossom No arboreum excellent red-purple fall color; delicate,needs good planting site; bee- Spruce, White N Picea glauca 40-60' Hardy, common. Useful as hedge or No windbreak or as specimen tree. Sweetgum N Liquidambar 60-70' Star-shaped leaves; fall color; form Yes s •raci lua sometimes is narrow Sycamore N Platanus 75-100' ALB host; stately shade tree with Yes occidentalis peeling bark, with patches of white and gray; supports a variety of birds, insect pollinators and small mammals; prone to anthracnose; hybrid London Planetree easier to find in nurseries. Tuliptree N Liriodendron 70-100' Tallest Eastern native tree; tulip- No tulipifera shaped leaves; yellow blossoms; winter interest with persistent seed pods; likes some moisture;bee-friendly Tree Lilac, Japanese Syringa 20-30' White flowers in June with Yes reticulata disagreeable scent; tough tree Tupelo,Black Gum N Nyssa sylvatica 40-70' Prefers wet soil but can tolerate lawns; Yes good groves at streamside; astonishing red fall color; fruit for birds;bee- friendly Yellowwood N Cladrastis 30-50' Spreading, low branching when open- No kentukea grown; good in lawns and naturalistic plantings; excellent yellow fall color 2. Host Trees for Asian Longhorn Beetle; High Planting Warning Asian Longhorn Beetle (ALB) kills trees by tunneling into the trunk and branches. At-risk trees represent billions of dollars to the U.S. economy and the environment for lumber, maple syrup, carbon sequestration, and scenic value. ALB attacks a variety of tree species and significantly disrupts the forest ecosystem. No chemical or biological control methods are currently known to control ALB. 14 Lexington Tree Management Manual B. LISTS OF RECOMMENDED TREES (CONTINUED) To avoid this high-risk insect,homeowners and builders should limit planting of ALB Host Trees (See Preferred and Occasional to Rare Host Trees for Asian Longhorn Beetle in U. S.Page 15) and seek non-host alternatives. Additional information is available at https://www.mass.gov/service-details/forest-pest-education-and- outreach [online cited 27 March 2018]. Report any questions to the Town Tree Warden at the DPW: Cfiladoro(o.lexingtonma.gov. 2a. Preferred Host Trees For Asian Longhorn Beetle: High Planting_ Warning Common Name Scientific Name Notes Maple species Acer spp. Red, Silver, Sugar, Norway; Red Maple is the preferred host. Japanese Maples seldom attacked. Horsechestnut Aesculus hippocastanum Birch species Betula spp. Gray, European White,River Willow species Salix spp. Pussy,Weeping, White Elm species Ulmus spp. American, Siberian, Chinese, hybrids 2b. Occasional to Rare Host Trees for Asian Longhorn Beetle in U.S.: Caution in Planting Common Name Scientific Name Notes Mimosa Albizia julibrissin American Sycamore Platanus occidentalis No record of infestation London Plane Tree Platanus x acerifolia Ash species (EAB Host) Fraxinus spp. White, Green, Black Mountain Ash Sorbus (European Mountain Ash) Katsura Tree Cercidiphyllum, spp.japonicum, magnificum Poplar species Populus spp. Aspen,Balsam,Poplar, Cottonwood Goldenraintree Koelreuteria paniculata (Found in China, not yet in U.S.) The Host Tree Ranking information is taken from the US Government website at https://www.aphis.usda.gov/plant health/plant pest_info/asian_lhb/downloads/hostlist.pdf[online cited 27 March 2018]. 3. Trees Killed by Emerald Ash Borer: High Planting Warning Emerald Ash Borer(EAB)is a non-native insect that kills Ash trees at any size, including White Ash, Green Ash, Blue Ash, and Black Ash(Fraxinus, spp.) 15 Lexington Tree Management Manual B. LISTS OF RECOMMENDED TREES (CONTINUED) The EAB has the potential at present to eliminate all Ash trees from the North American forest. All Ash trees are also host trees for the Asian longhorn beetle. Chemical treatments for EAB, for individual trees, are available. They are expensive and must be repeated for several years. EAB was found in Lexington and many surrounding communities in 2018. At this time Town policy is to not plant EAB Host Trees. For current data see http://emeraldashborer.info/ [online cited 27 March 2018]. 4. Trees Known To Have Some Salt-Tolerance Common Name Scientific Name Bald Cypress Taxodium distichum (native) Catalpa Catalpa speciosa (Moderate salt tolerance) (native) Cedar, Alaskan white Chamaecyparis nootkatcnsis (native) Cherry, Sargent Prunus sargentii, especially `Accolade' (Non native) Crabapple Malus spp. (Moderate salt tolerance) (native) Cornelian Cherry Dogwood Cornus mas (Non native) Elm Ulmus americana (Warning: ALB host) (native) Fir,Fraser Abies fraseri(native) Fringetree Chionanthus virginicus(Warning: EAB host) (native) Gingko Gingko biloba (Salt spray sensitive) (Non native) Goldenraintree Koelreuteria paniculata (Warning:rare ALB host) (Non native) Hawthorns Crataegus spp. (Salt spray sensitive) (native) Hickory, Butternut Juglans cinerea(Moderate salt tolerance) (native) Honeylocust Gleditsia triacanthos inermis (native) Horsechestnut Aesculus hippocastanum (Warning: ALB host) (native) Juniper Juniperus spp. (native) Katsura Cercidiphyllum japonicum(Warning: rare ALB host) Kentucky Coffeetree Gymnocladus dioicus (native) Larch,American Larix laricina (native) Lilac, Japanese Tree Syringa reticulata (Non native) London Planetree Platamrs x acerifolia (Warning: rare ALB host) Magnolia, Sweetbay Magnolia virginiana (native) Oak,Northern Red Quercus rubra (native) Osage Orange Madura pomifera (Moderate salt tolerance) (native) Pine,Pitch Pinus rigida (native) Pine,Austrian Pinus nigra(Non native) 16 Lexington Tree Management Manual B. LISTS OF RECOMMENDED TREES (CONTINUED) 4. Trees Known To Have Some Salt-Tolerance, continued Spruce, White Picea glauca(native) Spruce, Colorado Blue Picea pungens(native) Sweetgum Liquidambarstyraciflua (native) Sycamore, American Platanus occidentalis (Warning: rare ALB host) (native) Tupelo Nyssa sylvatica(native) 5. Large Shade Trees Common Name Scientific Name Bald Cypress Taxodium distichum (native) Basswood Tilia americana (native) Beech,American Fagus grandifolia (native) Catalpa, Northern Catalpa speciosa (native) Cherry,Black Prunus serotina (native) Cedar, Alaskan White Chamaecyparis nootkatensis (native) Cedar, Atlantic White Chamaecyparis thyoides (full size only) (native) Fir,White Abies concolor(native) Fir,Fraser Abies fraseri (native) Hickory Carya spp. (native) Honeylocust Gleditsia triacanthos inermis (native) Kentucky Coffeetree Gymnocladus dioicus (native) Magnolia, Cucumber Magnolia acuminata (native) Oak species Quercus spp: Bur, Chestnut, Pin, Red, Scarlet, Swamp White, White, Shumard(Swamp Red) and Black(native) Pine, Eastern White Pinus strobus (native) Spruce,White Picea glauca (native) Sweetgum Liquidambar styraciflua (native) Tuliptree Liriodendron tulipifera (native) Tupelo Nyssa sylvatica (native) Yellowwood Cladrastis kentukea (native) Consult the Tree Warden to determine which other large shade tree species meet mitigation requirements. 17 Lexington Tree Management Manual B. LISTS OF RECOMMENDED TREES (CONTINUED) 6. Best Small Street Trees Under Wires Small Height And Width Drought And Salt Tolerant Common Name Scientific Name Hawthorn Crataegus spp. (Salt spray sensitive) (native) Amur Maackia Maackia amurensis (Salt spray sensitive) (Non native) Crabapple(columnar types) Malus spp. Flowering Cherry Prunus sargentii(`Accolade') (Non native) 7. Trees Sensitive To Salt(Do Not Plant Near Streets) Common Name Scientific Name Basswood Tilia americana (native) Dawn Redwood Metasequoia glyptostroboides Dogwood,Flowering Cornus florida (native) Dogwood,Pagoda Cornus alternifolia (native) Fir Abies spp. (native) Fringetree Chionanthus virginicus (native) Hophornbeam,American Ostrya virginiana (native) Hornbeam, European Carpinus betulus (native) Ironwood Carpinus caroliniana (native) Junipers Juniperus spp (native) Linden, Littleleaf Tilia cordata Maple,Red Acer rubrum (Warning:prime ALB host) (native) Maple, Sugar Acer saccharum (Warning: ALB host) (native) Oak,Pin Quercus palustris (native) Redbud Cercis canadensis (native) Pine Pinus spp., except Pitch Pine and Austrian Pine Serviceberry spp Amelanchier spp. (native) Tuliptree Liriodendron tulipifera (native) 8. Best Large Street Trees Not Under Wires (Canopy Trees,Not Low-Branched, Salt,Drought Tolerant) Common Name Scientific Name Bald Cypress Taxodium distichum (native) Gingko Gingko biloba (non-native) (Salt spray sensitive) Hackberry Celtis occidentalis (Salt spray sensitive) 18 Lexington Tree Management Manual C. LISTS OF RECOMMENDED TREES (CONTINUED) 8. Best Large Street Trees Not Under Wires continued Hickories Carya spp. (native) Honeylocust(thornless) Gleditsia triacanthos inermis (native) Kentucky Coffeetree Gymnocladus dioicus (native) Oaks Quercus spp (all except Pin Oak which is very salt sensitive) (native) Sweetgum Liquidambar styraciflua (native) Tupelo Nyssa sylvatica (native) 9. Small Trees/Large Shrubs Suitable For Setback Planting(Height 10' To 20' Ornamental,Hard Common Name Scientific Name Bottlebrush Buckeye Aesculus parviflora (Warning: ALB host) (native) Chokeberry Prunus virginiana (native) Cinnamon Bark Clethra Clethra acuminata Dogwood, Cornelian Cherry Corpus mas (non-native) Dogwood,Pagoda Corpus alternifolia (native) Fringetree Chionanthus virginicus(Warning: EAB host)N Hawthorn spp. Crataegus spp. (Salt spray sensitive)N Magnolia, Star Magnolia stellata (non-native) Magnolia, Sweetbay Magnolia virginiana (native) Magnolia,Umbrella Magnolia tripetala Magnolia,Yellow Cucumber Magnolia acuminata var. subcordata Redbud Cercis canadensis (native) Serviceberry Amelanchier spp (native) Silverbell Halesia tetraptera (to 30'40) (native) Smoketrees Cotinus obovatus (native) and Cotinus coggygria (non-native) Sourwood Oxydendrum arboreum (native) Viburnum, Cranberry Viburnum trilobum Witch Hazel Hamamelis spp. (native) Note: References used in creating these lists were primarily works by Drs. Michael Dirr&Nina Bassuk. 19 Lexington Tree Management Manual " . . . to promote the planting and protection of trees throughout the Town . . . " TREE BYLAW,TOWN OF LEXINGTON CHAPTER 120 TREES, §120-2 Intent and purpose.Adopted by the Annual Town Meeting of the Town of Lexington 4-11-2001 by Art.34. C. PUBLIC TREE SITE SELECTION 1. Street Right-of-Way Plant trees along the street right-of-way between four and 20 feet from the edge of the road pavement. The intent of this policy is to provide flexibility in allowing planting locations to be selected on a street-by-street basis,particularly where there is a scenic or historic situation. (See PRIORITIES FOR TREE PLANTING LOCATIONS, Section E,below.) 2. Setback Planting Encourage front yard setback tree plantings on private property. Trees must be visible from the street and no further back than 20 feet from the right-of-way line, which varies with each property. (See Figure 4,Page 23.) 3. Maximum Shade and Canopy Place trees where they will make the greatest contribution to provide shade and improve street appearance. 4. Parking Lots Provide maximum canopy coverage over parking lots. Group trees in a park setting or parking lot to provide a larger space for unrestricted root growth. When possible plant sidewalk street trees in a"tree-way"to achieve maximum root growth. (See Figure 5,Page 25.) D. PUBLIC TREE PLANTING 1. The Public Works Department and the Tree Warden The Public Works Department consults with the Tree Warden about projects in the coming year which will require the planting of new trees, as recommended by the Planning Department and other Town Committees. 2. The Tree Warden and the Tree Committee The Tree Warden confers with the Tree Committee then decides the number and species of trees for projects when they go out to bid. He or she considers current environmental changes tending to favor certain species over others, such as those affected by Asian Longhorned Beetle, Emerald Ash Borer, Spotted lanternfly or other insect and fungal catastrophes. 3. Lexington Tree Inventory The Town GIS database has current data on recently planted trees. 20 Lexington Tree Management Manual E. PRIORITIES FOR TREE PLANTING LOCATIONS The Lexington Tree Committee sets the following priorities based on the recommendations of the Tree Warden. The Tree Committee prioritized the following public areas most in need of trees, in order of priority: 1. Streets or Public Spaces Streets or public spaces where there has been significant tree loss. 2. New Development Projects Sites where development or town projects require more plantings. 3. Prominent Public Places Prominent public places in need of new trees. 4. Setback Areas Sites requested by Lexington citizens, approved by the Tree Warden and Tree Committee as front yard setback areas on a first come, first served basis. 5. Tree Removal Locations Sites put on a priority list for replacement. 6. Failed New Plantings Areas where new plantings have not survived. 7. In Front of a Residence or Business If a public tree is lost in this location, the Tree Warden will discuss replacement with the owner,who may be advised to consider a setback planting. 8. Requests for New Trees These requests shall be addressed when first and second priority plantings have been completed, new trees are still available, and designated funding for non- replacement trees is available. F. SETBACK PLANTING ON PRIVATE PROPERTY 1. Definition Trees planted trees in front yards on private property, beyond the town owned land, visible from the street and no further back than 20 feet from the right-of-way line. It avoids root constriction and damage from road chemicals and street traffic. It minimizes sidewalk problems due to a root growth. It reduces maintenance and replacement tree costs. 2. Contact Homeowners may email the Tree Warden at Cfiladoro@lexin tog nma.go to request a setback tree be planted in front of their house. The Tree Warden, with advice of the Committee and the owner's consent,may select a setback site in the front yard,past the street right-of-way. 3. Agreement An agreement will be required. It will be prepared by the Department of Public Works. It is to be signed by both parties and shall consist of the following: a. The Town will provide and plant the agreed-upon tree or trees. b. The trees will be planted in the setback area only. (See Figure 4,Page 23.) C. The Town will guarantee the tree(s) for a period of one year. d. The private property owner will be responsible for the watering and care of the tree(s) from the moment of planting. e. After the one-year warranty period, the tree will become the sole responsibility of the property owner. It will no longer be considered a Town owned tree. G. SPACING OF STREET TREES 1. Spacing The ultimate size of the tree determines the spacing between street trees. The Tree Warden may modify standard spacing for safety reasons, if space is limited or to achieve a certain design effect. 21 Lexington Tree Management Manual 2. Next to Buildings Avoid planting within 15 feet of a building, driveway, alley, fire hydrant, or other permanent structure. An exception can be made for design effect, such as using the espalier method against a building wall, or when columnar trees are used. 3. Sidewalk Planting Tree plantings in a paved sidewalk that have less than 35 square feet of cutout area are unlikely to thrive unless CU-Structural Soil® is used. If CU-Structural Soil® is used, refer to current best practices for that material. If there is more than one tree to be planted, consider excavating all the area between the two trees. (See Figure 5,Page 25.) 4. The table below recommends minimum distances from tree center to other structures. Less than ideal distances will be evaluated on a site-by-site basis. Tree pit size At least 3' x 6' or 16 square feet with minimum width of 3' Distance from curb edge,where street has curb 30" Distance from adjacent trees 15'-40',varies with species Distance from street intersections 20' Distance from driveways, fire hydrants,underground 51 utility lines,utility poles, gas or water valve Distance from street lights 10',varies with species Height of mature trees under utility lines 30' maximum Distance from stop sign 20' Distance from traffic signs Depends on sightline requirements Suggested distance from parking meters 3' Distance to opposite obstructions 5' Passage for ADA considerations 3' wide sidewalk Passage for sidewalk plows 5' wide sidewalk 22 Lexington Tree Management Manual Figure 4 LEXINGTON TREE COMMITTEE PLANTING PROGRAM SETBACK AREA rear of property i i i ! i i i ' L d d Setback tree o Setback Tree Area � j Maximum 20 feet beyond Right of Way Line Right of Way Line i Town tree edge of street pavement KEY: / PRIVATE AREA / PUBLICAREA Right of Way("ROW") The Town of Lexington,under Massachusetts General Laws,Chapter 82,Section 34,has'reserved spaces'between the side lines of the Town'highways'for the use of'drains,sewers and electric wires,for trees and grass and for planting'.Trees in the ROW are'Town trees'. Every street in Town has its own ROW.Most streets are 40 or 50 feet wide. Streets can be as narrow as 20 feet or as wide as 100 feet. 23 Lexington Tree Management Manual "This bylaw is enacted for the purpose of preserving and protecting both public shade trees pursuant to General Law Chapter 87 and certain trees on portions of private property. . ." Adopted by the Annual Town Meeting of the Town of Lexington 4-11-2001 by Art. 34. TREE BYLAW, TOWN OF LEXINGTON CHAPTER 120 TREES § 120- 2Intent and purpose VI. PLANTING GUIDELINES Beginning in the 1990's, researchers began updating tree-planting practices for nursery professionals. Their research showed that planting a tree too deep in the soil was a major cause of tree death. It demonstrated that the size and shape of the planting hole needed to be wide and shallow. The recommended "backfill" mixture changed to returning the excavated soil around the planted tree so that the roots could extend into the surrounding soil. Street tree plantings, due to their heavy compaction, may need amendment with compost in proportion from 10% to one third. Gary W. Watson and E. B. Himlock developed these planting guidelines, which were published in The Practical Science of Planting Trees by the International Society of Arborists (ISA) in 1997 and updated in 2013. The guidelines are current nursery standard for Arnold Arboretum and University of Massachusetts Cooperative Extension Service. https://ag.umass.edu/landscape/fact-sheets/guidelines-for-planting-trees-shrubs [online: cited2l August 2017]. A. SITE PREPARATION 1. Site Preparation (See Figure 6, Page 26 and Figure 7, Page 28), for information on planting guidelines and site preparation. 2. Dig Safe Before excavating tree sites, call Dig Safe. Toll-free telephone number for MA, ME, NH, RI,VT: 811 or 1-888-344-7233 (as of 2019). 3. Soil Testing Particularly disturbed or poor soil may need to be tested before planting. This can be done at the University of Massachusetts at Amherst https://ag.umass.edu/services/soil-plant- nutrient-testing-laboratory [online: cited 27 September 2017]. 24 Lexington Tree Management Manual Figure 5 STREET TREEWAY E t t "', p A w ,: i GSd�ek sdt,wa@4k^ ui fr � 4!a'iek sN�Sswfisltl� f}�rl4nr�t R n� ,� ___________- ............... Y"ad tlC^ame Weel Y N.. �s � VgB4 � JE Q Q I I.QY Q 4 pp Xm Yi gy a�dLp52'C 4 Q Y V Y 4, :� .8, �V _J�J::..����, plan view crross-.se ction A-A 25 Lexington Tree Management Manual Figure 6 TREE PLANTING GUIDELINES (BALLED & BURLAPPED) Root flare junction 2-4" Partially rotted wood chips plant 1-2" above (keep away from trunk) existing grade Rootball sits Cut away burlap, directly on top rope and wire from ball * of undisturbed soil Backfill with soil Existing grade from hole 3"high saucer of soil,not mulch II--II—II--(i—II-- •w � ', �1--(I—II—(I--I �ili�llhllhlll�llhili_ �� • w _(U=111�(Ih(il^(I1= 111�(I I-1 I hI 11-1 I1=(11�I i I�(I1= --.(I1=1 I1=(I I-1 I1=11 i-(I ICI I I- ( I, undist urbed urbed soil( III I III�ry„ (1=11=11=11=(1=11=11=11=11=11=11=11=(1=(1=11=II=(1=II=11=11=11=11=II=11=(I=1 9 I,E=11=.111=(I I=1 I IEi 11=(I IE. I=(I IE.I IEi 11=1 I IE(11E( iE1 I IEi l iE1 I IEi 11=(I IEI 11=(I!,EI I I9 E( IE. 1--- Hole should be 3 times as wide as rootball -with sloped sides * For container plants - remove container and loosen roots with knife or hand rake 26 Lexington Tree Management Manual B. PLANTING DIRECTIONS FOR BALLED AND BURLAPPED TREES 1. Diameter of Hole Dig a hole 3x as wide as the diameter of the root ball. Slope sides of planting hole. Leave the bottom of the hole firm. (See Figure 6,Page 26.) 2. Placing Tree in Hole Lift tree into hole by root ball,not trunk. Check to see that the root flare is 1 to 2" inches above existing grade when measured from the point of the root flare to the existing grade. When the tree is settled the root flare junction should be 1-2" above the existing grade. Make any adjustments by tipping the tree on its side and adding or removing soil around the base of the root ball. 3. Root Wrappings Remove all plastic wrappings. Cut the top third of the wire basket back to below grade. Cut and remove strings and natural burlap from top half of root ball.Remove as much wire as possible but not more than what keeps soil around roots. 4. Container Trees If plant is container-grown, remove or cut off container. Inspect root ball for girdling roots. (See Figure 3, Page 10.) Container plants have a tendency to become root-bound. If roots are matted use a knife or a small hand rake to open up circling root ends and loosen soil. Plant no deeper than it was in container. For site preparation, see (Figure 6,Page 26). 5. Backfilling Refill with soil removed from hole. Amend the soil only when planting in building rubble, poor or severely disturbed soils. Aged compost or quality topsoil may be used to supplement the existing soil. Mix a small amount of dry hydrogel with backfill. To avoid air pockets, water the soil halfway through the backfill process. After the water drains away, finish backfilling and water again thoroughly, using a shovel handle to take out air pockets. 6. Saucer Build a three-inch high saucer of soil around the outer edge of the hole. This retains water and allows it to soak the roots. 7. Mulch Spread a 2" layer of seasoned organic mulch that is free of invasive seeds and insects in a band three times the diameter of the root ball. Leave a 3-inch wide radius of bare soil around the trunk. Deeper layers of mulch are harmful to the tree. (See Figure 8,Page 30.) 8. Staking Staking is usually required for all trees. The trunk should be tied to the stake with soft material, not wire. Guys should be placed at 2/3rds the height of the tree. Remove guys after one growing season unless the tree is very large or on a windy site. If the tree is at risk of being hit by a car door,install several protective stakes. 9. Water Water is the critical factor for tree survival. Fill the saucer twice weekly for a month after planting. Water weekly after that for at least one growing season. Use 5 gallons a week per inch of tree diameter. Tree irrigation bags or may be used during the growing season. Remove bags before frost. Water regularly for several years. Do not keep soil continuously saturated. 27 Lexington Tree Management Manual Figure 7 TREE PLANTING GUIDELINES (BARE ROOT) Root flare junction 2" Partially rotted wood chips plant 1-2" above (keep away from trunk) existing grade Bare roots sit directly on top of undisturbed soil Backfill with soil Existing grade from hole 3"high ber n of soil,not mulch S1=il=ll=(1=i1= ' _ !r--;���;�� ti. �"� ' ---lS=fl-=�q=ll=1 �-�-,undistur ejsoiF- 1�1�undisturbed soil �A 21�2A Pli 21�Pli Pli �ill �il w4 Excavate the planting hole shallow and wide,three times the diameter of tree roots so that the bottom of the root flare will be at finished soil level. 28 Lexington Tree Management Manual C. PLANTING DIRECTIONS FOR BARE ROOT TREES 1. Diameter of the Hole When planting a bare root tree the hole should be 3 times wider in all directions than the root spread of the tree. Create loose soil horizontally for the spreading roots. Make the hole in a "bowl" shape, (See Figure 7, Page 28). Place the root system directly on undisturbed soil. 2. Root Wrappings Unpack the tree as soon as it is received from the supplier. If the tree roots come covered in hydrogel slurry, keep them covered as they are untangled. If the roots do not have hydrogel remove the packing materials,untangle them and soak the roots in water for 3 to 4 hours. 3. Placing Tree in Hole Remove the tree from the plastic bag if it is covered with hydrogel, or from the bucket in which it has been soaking. Stand it upright in the middle of the hole. Spread the roots 360 degrees throughout the `bowl' of the planting hole. Lower the tree so that the top of the root flare is visible at soil level, (See Figure 7, Page 28.) Place a shovel across the hole to measure where the shovel meets the root flare. Change the planting depth as needed. It is better to plant too high than too deep. 4. Backfillin� Make sure the tree is plumb, then backlill with the soil that has been removed. Do not add soil amendments such as peat, bark, fertilizer, potting soil, or chemicals. When half of the backfill is replaced, water the hole to help collapse air pockets. Use the wooden end of the shovel to gently poke out air pockets. Complete backfilling. Gently firm all soil. Check to make sure that tree root flare is above ground. 5. Saucer Build a water-holding 3"berm with soil around the edge of the hole. 6. Mulch Spread mulch 2" deep of partially rotted wood chips or shredded bark around the entire root area. Keep mulch away from the stem of the tree. This will keep the soil damp and cool. (See Figure 8, Page 30.) 7. Staking Tree staking is not necessary in most cases. The exceptions are in windy sites and in high traffic sites as a deterrent to vandalism. If stakes and guy wires are used they need to be removed after 1-2 two years and before they girdle the tree trunk. S. Water Trees need to be watered regularly for the first year or two after planting. Watering may be done by these methods. A tree irrigation bag; attach bag to tree, making sure the tape has been removed from all trickle holes. Fill bag at least once a week during dry spells. A soaker hose; once a week(4 to 6 gallons) fill around base of tree or more often if in drought. A regular hose; soak the tree (4 to 6 gallons) once a week at the base and more frequently if in a drought. 29 Lexington Tree Management Manual Figure 8 CORRECT USE OF MULCH keep mulch or soil away from trunk RIGHT Mulch or soil "volcanoes" can damage the trunk with rot, rodent damage,girdling roots or insect infestation WRONG 30 Lexington Tree Management Manual Vll. MAINTENANCE SPECIFICATIONS FOR PRUNING A. GENERAL REQUIREMENTS FOR PROPERTY OWNERS/PRIVATE CONTRACTORS 1. Emergency Procedures if the tree is on public property, call the Tree Warden to request pruning. If the tree is on private property and there is an immediate danger to persons or property, cut back trees only to the extent that their health will not be impaired. Consider retaining a tree professional to evaluate the problem and perform the work. 2. Tree Pruning Crimes Do not top or stub trees. These practices impair the health and beauty of the tree. (See Figure 9,Page 32) 3. Where to Cut Branches Make cuts just outside the branch collar. (See Figure 10,Page 33.) Make all final tree-pruning cuts to favor the earliest healing of the wound by natural callous growth. Do not make deep cuts flush with the trunk. These will produce large wounds and weaken the tree. 4. Sharp Tools Keep all cutting tools including saws sharpened well so that final cuts will be smooth. This preserves adjacent bark from being torn apart. 5. Disinfection Properly disinfect all tools used on a diseased tree immediately after completing work on the tree. Rubbing alcohol works as a disinfectant. 6. Avoid Bark Wounds When pruning branches hold the branch securely in one hand while cutting. First undercut, then cut off the branch one to two feet beyond the intended final cut. This prevents tearing back the bark and wood when making the final cut. (See Figure 10,Page 33 and Figure 11, Page 34.) When repairing bark wounds, remove only damaged or loose bark, not live tissue. 7. Avoid Root Wounds When cutting tree roots, use sharp clean tools to prevent entry of organisms that can cause decay. S. Trunk Wound Dressing Avoid trunk wound dressing, as it prevents the tree from healing the wound naturally,unless it is prescribed for a specific disease. 9. Spikes For high pruning use a pole pruner, an orchard ladder or a bucket truck. Never use climbing spurs or spiked shoes while pruning. 10. Anchors When winching a tree out of the ground use anchors other than other trees or utility poles. Manage without using trees to support utility wires or poles. 11. Safe Work Area Promptly clean up branches, logs and debris resulting from tree pruning or tree removal. Keep the work area safe at all times. 12. Uncompleted Work When pruning, never leave partially cut branches in trees. When removing a tree,never cut tree roots. This leaves a tree standing with little or no support. 13. Lower with Ropes Whenever large tree sections are being cut in the treetop, secure each section by ropes and lower it safely in a controlled manner. 14. Site Coordinator Assign a tree worker on the ground to direct pruning or removing large trees. 31 Lexington Tree Management Manual Figure 9 TREE PRUNING CRIMES NO Topping F S'is gybing NO Stu to 32 Lexington Tree Management Manual Figure 10 WHERE TO CUT BRANCHES Broken Leader Lateral Branch Imaginary Line f/ / <------------------ ---------------------------Branch Bark Ridge f/ /f Final Cut ____________ " When cutting a broken leader back to a lateral branch, bisect the angle between the branch bark ridge and an imaginary line perpendicular to the broken leader. Branch Bark Ridge ♦ When removing a branch with a narrow crotch, cut from the bottom upward. 33 Lexington Tree Management Manual Figure I I AVOID BARK WOUNDS 2nd Cut I st Cut 0 Final Cut Branch Bark Ridge Branch Collar Do not cut branch ,1<. flush with trunk. Stay outside of the collar Removing a large lateral branch requires two preliminary cuts before the final cut. The first two cuts prevent bark peeling off the trunk. 34 Lexington Tree Management Manual B. ADDITIONAL REQUIREMENTS FOR PROFESSIONALS 1. The requirements listed below apply to utility linesmen, highway departments, and the Town of Lexington or its contractors and are in addition to VII MAINTENANCE SPECIFICATIONS FOR PRUNING. 2. Standards Perform all work in accordance with the latest publication of the American National Standards Institute. As of 2018,these ANSI-A300: Tree, Shrub & Other Woody Plant Maintenance Standard Practices are available at https://www.tcia.org/TCIA/BUSINESS/ANSI_A300_Standards_/TCIA/BUSINESS/A300_Stand a rds/A300_Standards.aspx?hkey202ff566-4364-4686-b7e1-2a365af5966 [cited 2 February 2018]. 3. Large Branches Authority to prune street and public trees does not include the cutting back of healthy tree branches in excess of six inches in diameter unless specifically described and written into the permit by the Tree Warden. TREE BYLAW, TOWN OF LEXINGTON CHAPTER 120 TREES, § 120-7 Public shade trees and Town trees.A. Scope. http://ecode360.com/10535335 [online: cited 9 March 2018]. 4. Utility. line Regular utility line pruning clearance is done in accordance with accepted arboricultural standards, when approved by the Tree Warden. Nstar (Eversource) worked with the Lexington Tree Warden to have trees near power lines in Lexington pruned to a standard following the damaging fall 2011 snowstorms. Subsequently, Eversource uses a template of 10 feet below x 10 feet to either side x 15 feet above for clearance around their power lines. Pruning permits are secured from the Tree Warden. 5. Stump Removal When removing public trees, cut the remaining stumps to six to eight inches below ground level unless the Tree Warden grants special exemption. 6. Excavation Finishes Excavations resulting from tree removal are filled promptly to normal ground level with clean earth, properly compacted and cleared of debris. The area is finely graded and planted with grass seed, otherwise directed by the Tree Warden. C. AUTHORIZED TYPES OF TREE PRUNING 1. Pruning and Removal The two basic rules of good pruning are (1) to use clean sharp tools and(2) to stand back to inspect the overall form between pruning cuts. (See Figure 9,Page 32.) 2. Safety Pruning Near Public Ways Safety pruning consists of actions necessary to correct one or more conditions within a tree that may be hazardous to persons or property. 35 Lexington Tree Management Manual a. Clearing public ways requires pruning trees in such a manner as to prevent branch and foliage interference with safe public passage. Maintain clearance at a minimum of 14 feet above the paved surface of the street. b. Prune to remove dead, dying, or broken branches. c. Cut back branches and foliage that are blocking the view of traffic control devices or signage, or are obstructing safe passage on a public sidewalk or street. VIII. TREE PROTECTION DURING CONSTRUCTION A. GENERAL GOAL OF SAVING TREES Mature trees that are saved during construction increase the value of the property, as well as the surrounding neighborhood and the larger community. Trees,particularly mature trees have aesthetic appeal, improve air quality,reduce noise and screen glare and heat. They also stabilize soil, aid natural flood control, create habitat for wildlife and provide privacy. For specific legal requirements, see the Tree Bylaw, (Appendix I, Page 64)https://www.ecode360.com/10535335 To achieve the goal of saving trees, do the following in your design development: 1. Retain a Registered Surveyor The surveyor must shoe on the base plan all trees of six inch DBH or greater, and the setback area. (See Figure 1,Page 7.) 2. Design to Save Specimen Trees and Large Shade Trees Identify specimen trees and large shade trees (See Chart Number 5. Large Shade Trees, Page 17.), especially those six inches or larger in diameter. Design the site plan to preserve these trees, using them as a distinctive focus or framing feature to enhance the plan and buildings. Take care to allow enough space around them to ensure their survival. (See Figure 12,Page 37.) 3. Transplant when Possible Specimen Trees and Large Shade Trees in the Way of Construction. If they can be transplanted on site, incorporate them into the site design. 4. Remove Unsafe Trees Identify trees that are terminally diseased, damaged beyond repair or in danger of falling. Remove them early in the development process to create a safer building site for construction workers. 5. Submit Plan to the Tree Warden Once a plan is developed; submit it to the Lexington Tree Warden for review. Discuss and come to an agreement as to which trees are to be preserved, transplanted,protected or removed. 36 Lexington Tree Management Manual Figure 12 DESIGN TO SAVE SPECIMEN TREES WRONG RIGHT (detached garage) (detached garage) Z driveway driveway Locate buildings and other elements so they fall outside the root zone of special trees you want to save. Take into account the size young trees will reach at maturity and allow adequate room for development. If structures within the root zone are unavoidable,use pillars and posts instead of footers and walls to minimize damage to tree roots. 37 Lexington Tree Management Manual 6. Prune Only as Necessary Prune the trees to be saved only as needed to remove broken branches, to enhance their natural form and to fit with the proposed buildings. Trees need as much foliage as possible to help them survive the stress of construction. Follow pruning procedures outlined on the Lexington Tree Management Manual, (See Figure 9, Page 32, Figure 10, Page 33, Figure 11,Page 34.) 7. Design for Foundations Substitute posts and pillars for footings and walls where proposed foundations conflict with tree roots. (See Figure 14,Page 41.) B. PROTECTION REQUIREMENTS FOR EXISTING TREES 1. Barrier Protection Protect all trees to be saved before demolition and land clearing begin. Install barriers at the critical root zone, the outer edge of the area under the leaf canopy. This may be modified to a location agreed on during an on-site visit by the Tree Warden and/or a Tree Committee representative. Construct barriers of sturdy posts and highly visible plastic mesh. This protection will prohibit heavy equipment from compacting soil, damaging roots, breaking branches and scarring the tree trunk. (See Figure 13,Page 39.) 2. Weights under Tree Park vehicles, equipment, or stockpile earth, fill and other materials ONLY OUTSIDE the tree root zone. 3. Chemical Damage Dispose of all debris properly (rubble, cement, asphalt, petroleum products, herbicides, all chemicals) away from the tree root zone. 4. Leaf Mulch Allow fallen leaves from the trees within the root zone to remain on the ground as mulch. If leaves are on the lawn, they can be raked up or mowed. 5. Flooding Provide proper drainage so that roots of trees are free of standing water. 6. Fasteners Use separate posts instead of trees for fastening signs, fences, electrical wires and pulley stays. 7. Fires Lexington requires a permit for open burning as described on the Lexington Fire Department web site at htips://www.lexin tog nma.gov Search "Departments", "Fire Department", `Burn Permits" [online cited 15 February 2019]. 8. Utility Lines Locate all new underground utility lines outside the critical root zone of trees to be saved. If not possible, tunnel under roots as an alternative. (See Figure 14,Page 41.) 9. Watering During dry spells in the growing season, water trees once a week so that the water penetrates 12 to 18 inches into the soil. 38 Lexington Tree Management Manual Figure 13 PROTECTING TREES DURING CONSTRUCTION dripline i i dripline --. critical root zone • Install a protective fence around the tree dripline. • Avoid compaction of the soil by keeping foot and vehicle traffic away from the root zone. • Tie protective 2x4s around trunk of tree with rope not wire. • Take special care with backhoes and other machinery to minimize damage to trunk, limbs and overhead branches. 39 Lexington Tree Management Manual 10. Building within Critical Root Zone: If it is decided that a building, road, walk, utility or other feature must be built within part of this area, it may still be possible to save the tree. Extra care must be given to the tree. a. Use hand tools instead of machines; b. Fertilize and water the tree in monitored amounts; c. Tunnel instead of trench for utilities through tree root zones (See Figure 14,Page 41). d. Construct dry stone retaining walls to allow the original grade in the root zone to be maintained(See Figure 15, Page 42). 11. Grade Change Guidelines Do not lower the grade or add fill within the critical root zone. (See Figure 15,Page 42.) "We do not inherit the earth from our ancestors , we borrow it from our children . " Native American Proverb 40 Lexington Tree Management Manual Figure 14 TUNNELING UNDER ROOT ZONE Trench Tunneling (40%root kill) saves roots 10 WRONG RIGHT AVOID SEVERING ROOTS Install utility lines around tree roots or tunnel under the root zone. Trenching kills all the roots outside the trench line. Posts and supporting beams can be substituted for footing and walls where proposed foundations conflict with tree roots. 41 Lexington Tree Management Manual Figure 15 GRADE CHANGE GUIDELINES new grade previous grade k .e MAINTAIN EXISTING GRADE AROUND TREE Protect tree roots by creating terraces with retaining walls. This will allow the original grade around the root zone to be maintained. Cutting or shaving roots or piling soil on top of roots to create a continuous new grade will slowly kill the tree. Look out for drainage changes that could mean a tree gets too much water or not enough. 42 Lexington Tree Management Manual IX. INVASIVE PLANT SPECIES—IMPACT ON PUBLIC LANDS A. DEFINITION, MASSACHUSETTS INVASIVE PLANT ADVISORY GROUP 1. Invasive plants — "non-native species that have spread into native or minimally managed plant systems in Massachusetts. These plants cause economic or environmental harm by developing self-sustaining populations and becoming dominant and/or disruptive to those systems." *This definition was formulated by the Massachusetts Invasive Plant Advisory Group [online cited 14 June 2019]. 2. The Massachusetts Invasive Plant Advisory Group Massachusetts Invasive Plant Advisory Group [online cited 5 May 2018] MIPAG is a voluntary collaborative representing organizations and professionals caring for the conservation of the Massachusetts landscape. MIPAG was charged by the Massachusetts Executive Office of Environmental Affairs to provide recommendations to the Commonwealth regarding which plants are invasive and what steps should be taken to manage these species. Massachusetts lists plants that it prohibits for sale,purchase, importation, or transplantation on The Massachusetts Prohibited Plant List of 2009 at https://ag.umass.edu/greenhouse- floriculture/greenhouse-best-management-practices-bmp-manual/massachusetts-prohibited [online cited 23 March 2018] or https://www.mass.gov/service-details/invasive-plants [online cited 27 July 2019] 3. Invasive Tree Species Invasive tree species spread rapidly and aggressively. They displace native flora. They persist in natural landscapes. Some species invade their surrounding area with saplings. Some species contaminate the soil in which they grow with their toxins. They are hardier than the native species that surround them. They survive where other trees will not. They reproduce more quickly than other species either by seed, underground roots or both. They are not considered as Protected Trees under the definition in the Lexington Tree Bylaw, §120-3,http://ecode360.com/10535335 [online: cited 27 March 2018] 4. Exception The Select Board voted on 3/15/10 to re-include Norway Maple (Acer platanoides) as a Protected Tree. They recognized that large, healthy Norway Maples contribute to Lexington's total tree canopy and would require mitigation (new plantings) if removed during construction. (When Norway Maples are crowded, unhealthy, or below 6" in diameter their removal is encouraged.) 43 Lexington Tree Management Manual B. INVASIVE PLANTS ON LEXINGTON PUBLIC LANDS 1. Invasive plant examples Lexington's public lands are host to many invasive plant species. The following self-sustaining populations can be found in the woods along Worthen Road, the edges of the Minuteman Bikeway, the Great Meadow and other minimally managed areas of Lexington. Invasive Plants on Lexington's public lands Common Name Scientific Name Type of plant Amur cork tree Phellodendron amurense Tree Black locust Robinia pseudoacacia Tree Callery pear Pyrus calleryana Tree Norway Maple (ALB host) Acer platanoides Tree Sycamore maple (ALB host) Acer pseudoplatanus Tree Tree of Heaven Ailanthus altissirna Tree Amur&Morrow honeysuckle Lonicera mackii& morrowii Shrub Barberry Berberis spp. Shrub Burning Bush Euonymus alata Shrub European Buckthorn Rhamnus cathartica Shrub Glossy Buckthorn Frangula alnus Shrub Japanese honeysuckle Lonicera japonicum Shrub Multiflora Rose Rosa Multiflora Shrub Tatarian& Bell's honeysuckle Lonicera tatarica &x Bella Shrub Japanese knotweed Fallopia japonica Perennial Purple Loosestrife Lythrum salicaria Perennial Common reed grass Phragmites australis Grass Black Swallowwort Cynanchum louiseae Vine Oriental Bittersweet Celastris orbiculatus Vine Garlic Mustard Alliaria petiolata Biennial Narrowleaf Bittercress Cardamine impatiens Biennial/Annual 44 Lexington Tree Management Manual C. ENVIRONMENTAL RISKS OF INVASIVE PLANTS 1. Caution Before Planting Avoid planting or transplanting the invasive plants published by the Massachusetts Invasive Plant Advisory Group. Listed at https://www.massnrc.org/mipa�z/ [online cited 9 March 2018]. 2. The Invasive Factor MultiplyingE ffect A non-native species may become an invasive species depending on the interaction of multiple factors; location, soil type, amount of rain and of specimens present within an area. A particular plant species might be invasive in one state and not in another. A single specimen of a non- native plant escaping to a roadside might not be troublesome,but if it multiplies it can become a problem. MIPAG monitors potentially invasive plants, using a fifteen step criteria to track a plant's invasiveness. They work with the Massachusetts Department of Agricultural Resources to keep the Massachusetts Prohibited Plant List updated. https://www.massnrc.org/mipag/docs/MIPAG_FINDINGS_FINAL_042005.pdf[online cited 5 April 2018]. 3. Disturbed Environment Susceptibility A disturbed environment is less able to resist non-native plants, which have potential for existing in high numbers away from managed habitats. The pervasive land development in the last 400 years in New England by lumbering, agriculture and industry, and the establishment of roads and buildings have changed the physical structure of the landscape. This disturbance has allowed non-native species to outstrip many native New England species. 4. Case of The Norway Maple When an invasive tree such as the Norway Maple (Acer platanoides) is planted on a private property, typically the homeowners take care of the property, mow around the tree and pull up its seedlings. However, it has the biologic potential for rapid and widespread dispersion and establishment in minimally managed habitats. [online cited 5 April 2018]. It produces great quantities of seed, which blow around the neighborhood and take root in hedges, roadsides, edges of property,bike paths, and woodlands. 5. Danger of Unmonitored Invasive Plants a. Extinction of native plant and animal species. b. The decrease of ecosystem functions such as water filtration,wood production, andrecreation. c. The increased economic cost of eradication control efforts. 45 Lexington Tree Management Manual X. INVASIVE INSECT SPECIES— EMERALD ASH BORER Adult Emerald Ash Borer size enlarged M r i d Photo credit Minnesota Department of Natural Resources htT://www.mass.gov/eea/does/df-/g nhesp/land-protection-and-management/invasive- plant- strate icg plan.pdf Adult Emerald Ash Borer actual size Y2 inch long. Photo credit Arbor Day Society https://www.arborday.org/trees/health/pests/emerald-ash-borer.cftn A. EMERALD ASH BORER IN MASSACHUSETTS The Emerald ash borer(Agrilus planipennis) (EAB), a beetle native to Asia,is an insect destructive to all ash tree species (Fraxinus spp.),including native white, green and brown ash. The first Massachusetts infestation of EAB was identified in the town of Dalton, and quarantined in Berkshire County, Massachusetts in 2012. The EAB quarantine was expanded to the entire state of Massachusetts in 2015. This invasive species causes widespread ash tree death, economic and environmental damage, and requires vigilant measures to suppress, control and slow its spread in Massachusetts.' Movement of ash wood within the state is unrestricted. More information can be found at htps:Hmassnrc.org/pests/linkeddocuments/EABTaskForceBrochure.pdit B. RECOMMENDATIONS FOR HANDLING INFECTED ASH TREES AND WOOD 1. Firewood Season, sell, or burn it where you cut it. Keep ash firewood as close as possible to where it was felled. After two years of seasoning, any EAB will have emerged or died from any ash firewood. Keep ash firewood only within the quarantine area. Only Massachusetts firewood that has been treated with a USDA-approved method can enter Connecticut (hardwood restriction only), Maine, New Hampshire, or New York. Vermont restricts firewood entering state parks, forests, and national forests. Current quarantine information is available at https://www.mass.,gov/guides/emerald-ash-borer-in-massachusetts [online: cited 7 March 2019] 46 Lexington Tree Management Manual 2. Ash woodchips Chips that leave the quarantine area must be no larger than Ixl inch in two dimensions. May 1 - October 1 is the EAB flight season. When chipping between May 1 and October 1, it is best to chip ash logs near where trees were felled to avoid spreading EAB. If cutting and chipping between October 1 and the May 1, wood may be shifted within the quarantine area, prior to chipping. Check all equipment for woody debris before leaving a site to reduce the risk of transporting un-chipped infested wood. 3. Ash wood debris (limbs, roots, stumps, and other unprocessed ash wood) Chip all debriswithin the quarantine area, and keep it within 10 miles of the wood's original location. Tree care professionals must determine whether a load may contain infested ash debris before leaving a job site and carrying infested wood to a new area. 4. Ash logs and untreated ash lumber This wood can be transported freely within the state and within the multi-state contiguous quarantine areas for processing. Move logs and untreated ash lumber between October 1 and March 1 so that the wood processing can be completed before the EAB flight season begins on May 1. If carrying the logs into an area in another state that is not under quarantine, they can only be moved from October 1 - May 1 and must be accompanied by a USDA signed compliance agreement. Processing must be completed by the start of the EAB flight season on May 1. 5. Ash nursery stock Ash nursery stock cannot leave the quarantine under any circumstance. The Lexington Tree Committee does not recommend planting any ash trees at this time because of the threat of Emerald ash borer and the potential loss of newly planted trees to this insect. C. LEXINGTON DEPARTMENT OF PUBLIC WORKS ASH TREE POLICY 1. Lexington Department of Public Works Ash Tree Policy Subsequent to the discovery of an Emerald Ash Borer(EAB) in Lexington in 2018, The Town of Lexington Department of Public Works developed the following Ash Tree policy. All ash trees on public land get inspected by the Forestry Staff. The infected trees are removed. The branches and brush are chipped and the logs are brought to the Lexington Compost Facility at 60 Hartwell Avenue where it is chipped into pieces small enough to destroy the beetle larvae. Healthy ash trees are pruned to promote good growth. Ash trees determined by the Forestry Staff to be significant and in good health will be treated with trunk injections of Tree-age®. The Forestry Staff will continue to monitor and inspect ash trees on public land. Homeowners and business owners are encouraged to inspect their ash trees and follow the practices of the Forestry Division. s 47 Lexington Tree Management Manual D. WORKS CITED 1. "Massachusetts Forest Alliance, Massachusetts Emerald Ash Borer Quarantine". 2016, EAB News Feed, http://massforestalliance.org, `Resources', `Newsletter Archives' [online: cited 28 March 2019] 2. "Recommendations For Handling Ash". 8/2015 No. 181, The Citizen Forester, Department of Conservation and Recreation, Massachusetts Urban&Community Forestry Program. [Online: cited 4 August 2015] 3. Pinsonneault, David J., Director of Public Works, Town of Lexington. [Report to Lexington Tree Committee, 8/2/2018] XI. INVASIVE INSECT SPECIES—ASIAN LONGHORN BEETLE IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII'� � °""'" Asian Longhorn Beetle ,ny Photo Source: Kyle Ramirez https://www.americanforests.org/magazine/article/eradication-nation Asian Longhorn Adult Beetle actual size 1-1.5 inch „ ,i Photo Source,http://www.worcesterma.gov/parks/trees/asian-longhorned-beetles 48 Lexington Tree Management Manual A. ASIAN LONGHORNED BEETLE MASSACHUSETTS OVERVIEW AND HISTORY' Asian longhorned beetle, Anoplophora glabripennis (ALB) is a threat to America's hardwood trees. With no current cure, early identification and eradication are critical to its control. ALB has the potential to cause more damage than Dutch elm disease, chestnut blight and gypsy moth combined, destroying millions of acres of America's hardwoods, including backyard trees, state and national forests. ALB was first discovered in the United States in Brooklyn, New York in 1996. It was later found in Illinois in 1998, New Jersey in 2002, Massachusetts in 2008, and Ohio in 2011. ALB most likely came to the United States inside pallets from China where it has become a threat to hardwood trees. For most of its history, the Asian longhorned beetle occupied a small niche in the forests of China, Korea and Japan. It was not known as a serious pest. In the 1960s and 1970s, the Chinese government began to plant enormous windbreaks of millions of poplar trees in its northern provinces in response to erosion and deforestation. Poplar trees grow quickly and tolerate the arid, cold climate of northern China. In the 1980s, as China's poplar forests matured, the ALB population exploded. Within a few years, hundreds of millions of trees were infested, and the Chinese government had to cut tens of thousands of acres of forest to prevent the beetle's further growth. Concurrently China began shipping goods using wood packing material. In the 1980s, pallets of infested poplar began to leave Chinese ports, carrying Asian longhorned beetle larvae. As a stowaway in the global shipping network, the insect came into contact with warehouses across the world. z Two separate infestations were found in Massachusetts,the first in Worcester in 2008 and the second in Boston in 2010. The Boston infestation was eradicated. The Worcester infestation is on going. "The life cycle of the ALB is roughly a year, nine months of which is spent buried in wood. ...Beetles will often inhabit one tree for many generations until it is nearly dead. . ." Peter Alsop, Smithsonian Magazine November 2009 https://www.smithsonianmag.com/science-nature/invasion-of-the-longhorn-beetles- 145061504/ 49 Lexington Tree Management Manual i���i r� ifjq� � � !�� ''����9�"� ��1 / ,�fir✓� � Od! � 'I���� � ��la �. I o i .4 ffii I I Asian Longhorn Female Beetle Actively Chewing An Egg Site / Y 1 / I Photo Source, George A. Hubley Jr. MA,DCR, Forest Health Program, DCR Bureau of Forest Fire, Control and Forestry https://www.mass.gov/guides/asian-longhorned-beetle-in-massachusetts B. CURRENT DETECTIONS The current cooperative eradication program established a 110 square mile quarantine zone in Worcester County. The six communities included in the quarantine zone are Worcester, Boylston, West Boylston, Shrewsbury, and portions of Holden, and Auburn. C. MASSACHUSETTS ALB MANAGEMENT PLAN; ASIAN LONGHORN BEETLE COOPERATIVE ERADICATION PROGRAM Massachusetts Department of Conservation and Recreation (DCR), United States Department of Agriculture (USDA), Animal and Plant Health Inspection Service (APHIS), and the US Forest Service (USFS) are working together to eradicate ALB from the state. Currently the only effective means to eliminate ALB is to remove infested trees and destroy them by chipping or burning. To prevent further spread of the insect, quarantines are established to avoid transporting infested trees and branches from the quarantine area. Early detection of infestations and rapid treatment response are crucial to successful eradication of ALB. 50 Lexington Tree Management Manual The Forest Health Program, administered by Massachusetts DCR, utilizes ALB traps as an additional survey tool assisting the Eradication Program with locating previously undetected ALB infestations. Asian Longhorned Beetle Cooperative Eradication Program will take trap damage reports and provide more information at 508-852-8090, Forest Health Program, DCR Bureau of Forest Fire Control and Forestry, Amherst, MA 01002. https://www.mass.gov/guides/asian-longhorned-beetle-in-massachusetts [online: cited 17 March 2019] D.WORKS CITED 1. Ken Gooch,Forest Health Program Director, Web Page, Asian Longhorn Beetle in Massachusetts [online: cited 17 March 2019] 2. Peter Alsop, "Invasion of the Longhorn Beetle," Smithsonian Magazine,November 2009 [online: cited 30 April 2019] "...With no current cure, early identification and eradication are critical to its control..." Asian Longhorn Beetle in Massachusetts https://www.mass.gov/guides/asian-longhorned-beetle-in-massachusetts XII. ASIAN LONGHORN BEETLE—GREATER WORCESTER 2008-2014 A. GREATER WORCESTER- LARGEST ALB OUTBREAK IN NORTH AMERICA' According to Rhonda Santos, Public Information Officer for the United States Department of Agriculture (USDA), Worcester is the site of the largest Asian Longhorn beetle (ALB) infestation in the North American continent. The number of trees cut down between the ALB discovery in August 2008 and September 30, 2014, when the USDA declared it under control was close to 35,000. During that time they surveyed over 4 million infested trees.' The quarantine zone is particularly important because it abuts large areas of forest in northeast New England and Canada. If ALB were to spread into these forest areas it would devastate timber, nursery stock, maple syrup production, and the fall New England tourist industry. 51 Lexington Tree Management Manual B. QUARANTINE ZONE The quarantine zone encompasses 110 square miles. It covers all of Worcester, Shrewsbury, West Boylston, Boylston and portions of Holden and Auburn. From the discovery of ALB in August 2008, through September 2014, approximately $146 million was spent in Massachusetts on the eradication effort. The major cost was for staffing the Survey crews, which looked for signs of ALB in trees of the greater Worcester area. The USDA and the Massachusetts Department of Conservation and Recreation (DCR) employed 102 staff members in Worcester County,most of whom were surveyors, whose job was to establish the 1 10 square mile perimeter of the infested tree quarantine zone. As they worked for 6 years and 1 month determining the final boundary area, tree crews continually removed 35,000 infested trees from within the area as it expanded from the center in Worcester outward. C. SURVEY METHOD Surveyors used binoculars, trained dogs, and climbing gear to identify the dime-sized exit holes left by the adult Asian longhorn beetles in an infested tree. After the infested tree was marked for removal, climbing crews inspected every tree within a 656-foot radius buffer zone around the marked tree. if another infested tree was found anywhere within the buffer zone, that tree was then marked for removal and another 656-foot radius buffer zone was drawn around the second infected tree, thus increasing the quarantine boundary one buffer zone at a time. At risk trees (those trees preferred by ALB and located within each buffer zone) were also designated for removal. State and Federal regulations governing the quarantine zone provide for this to protect other areas of the state from a potential massive ALB outbreak. D. CHEMICAL TREATMENT Injected chemical treatments were considered, but rejected by the City of Worcester. There were several problems with the effective chemical imidacloprid. Research showed that it was a danger to the environment. It affects pollinators like bats and bees, and flowering plants. Injected chemical treatments penetrate only the first layers of the tree. Consequently, it kills ALB first larval stages,but misses larvae that have developed deeper inside the tree. E. REPLANTING Massachusetts Department of Conservation and Recreation, The City of Worcester, and Worcester Tree Initiative combined to replant 31,000 new trees of varied ALB resistant species in the greater Worcester area. This effort replaced most of the trees that needed to be removed from the devastation of the ALB between the years 2008 and 2014. 52 Lexington Tree Management Manual F. CONTINUING SURVEYS Surveys are continuing within the current regulated area and the bordering towns of Sterling, Northborough, Westborough and Millbury. Surveys in the bordering towns are being done proactively in hopes of confirming that ALB is not beyond the known infestation.2 G. PHEROMONE TRAPS Entomologists from the U.S. Forest Service Research Station in conjunction with Pennsylvania State University developed a beetle pheromone trap that lures ALB out of trees where it may be in outlying or hidden infestations. In 2011, 500 traps in strategically laid-out"traplines"were set out in five central Massachusetts towns, Worcester, West Boylston, Boylston, Shrewsbury, and Holden. Since then, the traps caught beetles and surveyors identified additional infested trees in areas near the traps. 3 https://www.nrs.fs.fed.us/news/review/15 [online: cited 23 May 2018] This monitoring continues through the Asian Longhorned Beetle Cooperative Eradication Program administered by Ken Gooch, Forest Health Program Director, DCR Bureau of Forest Fire Control and Forestry. ".. .An ALB infestation tends to be a slow, quiet burn, with multiple generations often feeding on the same tree or those very nearby. . ." Tate Williams"Eradication Nation: What Boston's battle with the Asian longhorn beetle can teach us about stopping an invasive pest in its tracks", https://www.americanforests.org/magazine/article/eradication-nation/ 53 Lexington Tree Management Manual a d Princeton Sterling Clinton' Rutland 110 ' +62 , 11, e {• Berlin q West Boylston ! Wachuseft S fZCSf YVii1P c9,sq i Boylston 22 ag lOHolden CPR ®' a PA I , 9 70 } , Northborough 20 t � », 27O 135 r � III a �m Paxton< { Shrewsbury Worcester 20 1 Westborough 122 20 30 �ti, r. Leicester. 12 - r.w 20 144 0 mr Rti Millbury Auburn 1� IIIUIII g} if ry m X •1 ® RY �`' SS i APT 4 " IIla�� 20 S Data Source: Date Created: USDA APHIS,PPQ 2019Infested Trees �__�Town Boundary date:o ree srztzofs zl Fort centre Ave Cdlins,Co 80526 2008-2018Infested Trees Highways o n�R®® Mi1 es 1�® r Regulated Boundary Roads o Is 31°lo�re.e,� rh.,.eam,a.a all m.r.brmara.� -•e ha.<h..,, roirawgth us.o�nm.m or agrdr.re: M d Pant l Xeahb 1,y,,tl,n Sepa i (APHIsi, or by rwp-ry on lPNe'haM4 hr rastrinetl r U r tlntt P 41,1�RMAK I I,W1 P\6tf I'd fix".2018 ,A fr as Sys I,I,,IUID 19V SL to Pix Maua 11 t, a'aland HIM 1001 gove rn,,nt parR,,,,Ay and'is the A,proper,of MIS,See i II d-rdamu kre'aph's.usbgm/Idprmapolsdaimer 54 Lexington Tree Management Manual H. WORKS CITED 1. Quinn, Tom. "Trees Under Attack: Worcester's Beetle Battle", 30 July 2015, Worcester Magazine https://www.americanforests.org/magazine/article/eradication-nation/ [online: cited 4 August 2016] 2. USDA announces its 2014 priorities in continued eradication of the Asian longhorned beetle (ALB) from Worcester County, Massachusetts [online: cited 24 August 2016] https://www.aphis.usda.gov/aphis/newsroom/news/sa by date/sa 2014/sa_03/ct_alb_worcester/ 3. U.S. Forest Service Northern Research Station Research Review, No.15, Winter 2012, [online: cited May 2, 2019] XIII. DISCOVERY AND MANAGEMENT OF THE ASIAN LONGHORN BEETLE ON FAULKNER HOSPITAL GROUNDS: 7/4/2010-5/14/2014 A. INITIAL DISCOVERY A few days before the weekend of Sunday, July 4, 2010 Deborah LaScaleia, supervisor of the grounds department at Brigham and Women's Faulkner Hospital in Boston, Massachusetts discovered unusual holes in several red maple trees while walking the grounds. She also saw sawdust-like material on the ground below, created when Asian longhorn beetles (ALB) bored holes. 1,2,3 She had taken many classes and seen the latest on invasive pests at trade shows. She contacted the hospital's arborist, who called US Department of Agriculture (USDA) Animal and Plant Health Inspection Service (APHIS) in Washington D.C. On July 5, federal officials from (APHIS), the same team who had been working on the Worcester infestation, confirmed the presence of the invasive ALB in 6 red maple trees. They found 13 adult beetles and 33 beetles in earlier stages of development. The beetles were sent for forensic analysis. On July 6, the trees were removed and ground to destroy any possible residual beetle larvae. 4,5 APHIS set up a quarantine perimeter of 1.5 miles from the original site.6 They imposed a ban on transporting firewood or woody material outside of a quarantine zone within 1.5 miles of the epicenter. 7 Tree climbers sent in by APHIS began to inspect host trees of the Asian longhorn beetle within the quarantine zone, working outward, looking for signs of the beetle, examining every tree vulnerable to the beetle: s Acer(Maple),Aesculus (Horse chestnut),Albizia (Mimosa), Betula (Birch), Celtis (Hackberry), Cercidiphyllum (Katsura), Fraxinus (Ash), Koelreuteria (Golden Rain Tree), Platanus (Sycamore), Populus (Poplar), Salix (Willow), Sorbus (Mountain Ash), and Ubnus (Elm). 9 The importance of swift action in removing the infestation was heightened by the fact that the epicenter was located directly across from the Arnold Arboretum,which contains specimen trees 55 Lexington Tree Management Manual collected from around the world of historic and botanic value. 11 APHIS and the Arnold Arboretum through negotiation, compromise and the use of exact mapping reached an agreement to use imidacloprid, mostly by soil injection. This limited injection damage to trees. It also reduced by half the original number of trees planned for injection. " B. EVALUATION OF ASIAN LONGHORN BEETLE AND RED MAPLES Scientific evaluation of the infested trees and their planting date confirmed that those trees were not infested at the time of planting on Faulkner Hospital grounds. Results of DNA analysis indicated the ALB specimens from Boston were genetically similar, but with slight variation, to the ALB specimens in Worcester. 12 Program staff investigated potential pathways of this invasive species introduction. it is believed a vehicle that parked at the hospital was carrying materials that contained ALB,which crawled out and found the row of red maples. 13 C. BOSTON AND BROOKLINE ERADICATION PROGRAMS To control the pest, 10-square miles were regulated by quarantine in Norfolk and Suffolk Counties, an area that included the neighborhoods of Jamaica Plain, Roslindale, Roxbury, West Roxbury and a portion of the Town of Brookline. 14,15 Each June treatment of all host trees in a quarter-mile radius of the six original maples was done for three years with imidacloprid by trunk injection. 16 APHIS protocol calls for prophylactic treatment with imidacloprid, a pesticide that is effective against ALB. 17 Tree inspectors from the USDA and Massachusetts Department of Conservation and Recreation (DCR) continued with surveys on both public and private property in the Regulated Area (quarantine zone) to look for signs of ALB through the four-year period of July 2010 to May 2014. APHIS and its partners USDA U.S. Forest Service, the Massachusetts Department of Conservation and Recreation, the Massachusetts Department of Agricultural Resources, the City of Boston, and the Town of Brookline, removed six infested trees from one property and conducted multiple inspection surveys of more than 90,000 host trees. In May 2013, the eradication program completed its third and final cycle of chemical treatment (imidacloprid) on 2,000 host trees. " Asian longhorned beetle (ALB) was discovered in Boston in July 2010 and declared effectively eradicated from an area in Boston, MA, May 12, 2014 by the U.S. Department of Agriculture's (USDA)Animal and Plant Health Inspection Service (APHIS). 19 56 Lexington Tree Management Manual ell µµa y A alnut St �@4 s et„5� Centre St �e ��� Wanen Sf Perkins St. BROOKLINE b ro yqa Y_ i 03 cp ae a° eQ Qµ� 4 BOSTON 00 Centre St oa 0 an tic �e e6^ 'Lid„ 11uw,n........ o� -ay rcAo 5 °e a 9 e day Canterbury St L Regulated Area Regulated Area to Suppress and Control the Asian Longhorned Beetle Parkland July 6,2010 N dcr Lakes and Ponds �—� ,N\ Mrrss,xa�cykt�usetzs Town Boundary .....State Route 0 0.25 0.5 Mile Non-numbered route oeof��x�,i,Io dbe,vue�ouen orllw or s.....nrd1—n (.—Glsl I Dcr,GIs.CammonwealfiY of Mas1mrY-.1,,Ex-va 6HIce M-9,mrvJ Gnvinximental Affairs. 57 Lexington Tree Management Manual D. WORKS CITED 1. Johnson, C. "Finding of invasive beetle in Boston sets off alarms", 7 July 2010, Boston Globe http://archive.boston.com/news/science/articles/2010/07/07/finding_of invasive_beetle_in boston_set s o ff alarms/ [online: cited 3 September 2016] 2. Williams, Tate. "Eradication Nation: What Boston's battle with the Asian longhorned beetle can teach us about stopping an invasive pest in its tracks", Winter 2015, American Forests, https://www.americanforests.or,g/magazine/article/eradication-nation/ [online: cited 6 September 2016] 3. "Deborah LaScaleia honored by USDA for Role in Asian longhorn beetle eradication",Pulse News For and About BWFH Staff and Employees,Page 10 The Butterfly Project takes flight at BWFH -Brigham and Women's... [online: cited 17 September 2016] 4. Op. cit. hops://www.americanforests.org/magazine/article/eradication-nation/ [online: cited 6 September 2016] 5. "Asian Longhorn Beetle Confirmed in Boston", 6 July 2010, City of Boston, Mayor's Office, http://www.cityofboston.gov/news/default.aspx?id=4682 [online: cited 1 September 2016] 6. "Regulated Area to Suppress and Control the Asian Longhorned Beetle" Boston, 6 July 2010, Office of Geographic and Environmental information (MassGIS) and DCR GIS, Commonwealth of Massachusetts, Executive Office of Energy and Environmental Affairs. Map massnrc.org/pests/albdoes/ALBRegulatedAreaMapBoston07062010.pdf [online: cited 3 October 2016] 7. Op. cit. http://www.cityofboston.gov/news/default.aspx?id=4682 [online: cited September 2016] 8. Op. cit. http://www.cityofboston.gov/news/default.aspx?id=4682 [online: cited September 2016] 9. "Asian Longhorned Beetle: Update List of Regulated Articles", 16 June 2016,Federal Register, ily Journal of the United States Government,_ hops://www.federalre ig ster.gov/documents/2016/06/16/2016-14248/asian-longhorned-beetle-update- list-of-regulated-articles [online: cited 30 October 2016] 10 Op. cit. http://archive.boston.com/news/science/articles/2010/07/07/finding_of invasive beetle in boston_ sets_o ff alarms/ [online: cited 3 September 2016] 11. Op. cit. hops://www.americanforests.org/magazine/article/eradication-nation/ [online: cited 6 September 2016] 12. "Asian Longhorn Beetle (ALB)Cooperative Education Program", 18 August 2010, City of Boston, Environment, Energy and Open Space. https://www.cityofboston.gov/news/Default.aspx?id=4724# [online: cited 19 September 2016] 58 Lexington Tree Management Manual 13. Op. cit. https://www.americanforests.or /g magazine/article/eradication-nation/ [online: cited 6 September 2016] 14. Op. cit. http://massnrc.org/pests/albdocs/ALBRegulatedAreaMapBoston07O62010.pdf [online: cited 3 October 2016] 15. "USDA Declares A Boston, Massachusetts Area Free Of The Asian Longhorned Beetle", 14 May 2014, Washington, /PRNewswire/ http://www.pmewswire.com/news-releases/usda-declares-a-boston-massachusetts-area-free-of-the- asian-longhorned-beetle-258909731.html [online: cited 28 September 2016] 16. "Asian Longhorn Beetle, Spring 2012 Update", City of Boston, Environment, Energy and Open Space. http://www.cilyofboston.gov/eeos/alb.asp [online: cited 15 September 2016] 17. "Regulated Area to Suppress and Control the Asian Longhorned Beetle" Boston, 6 July 2010, Office of Geographic and Environmental Information (MassGIS) and DCR G1S, Commonwealth of Massachusetts, Executive Office of Energy and Environmental Affairs. Map http://massnrc.org/pests/albdoes/ALBRegulatedAreaMapBoston07O6201O.pdf [online: cited 3 October 2016] 18. Op cit. "USDA Declares A Boston, Massachusetts Area Free Of The Asian Longhorned Beetle", 14 May 2014,Washington,/PRNewswire/ htip://www.prnewswire.com/news-releases/usda-declares-a-boston-massachusetts-area-free-of-the- asian-longhorned-beetle-258909731.html [online: cited 28 September 2016] 19. Op cit. https://www.americanforests.org/magazine/article/eradication-nation/ [online: cited 6 September 2016] "If we were to wipe out insects alone on this planet, the rest of life andhumanity with it would mostly disappear from the land. Within a few months." E. O. Wilson 59 Lexington Tree Management Manual XIV. ASIAN LONGHORN BEETLE—LEXINGTON POLICY A. DISCOVERY The Forestry Division reviews all potential Asian Longhorn Beetle (ALB) incidents. If a positive ALB determination is made by the United States Department of Agriculture Animal and Plant Health Inspection Services (USDA-APHIS), they will dispatch an Incident Management Team to Lexington to further evaluate the site. Lexington Department of Public Works (DPW) will work with the APHIS Incident Management Team throughout the duration of the ALB eradication program. B. SURVEY AND QUARANTINE This will begin with surveys of trees looking for the beetle, establishing a quarantine area, and regulating the movement of all host plant material and hardwood firewood. Concurrently compliance workshops will be held to increase the public's understanding of regulations for the proper handling of regulated wood material. Simultaneously,historical movement of the beetle will be traced to determine the source of infestation, and to see if it has been moved to other locations. C. ERADICATION OPTIONS APHIS Incident Management Team in consultation with the Lexington DPW has a choice of eradication strategies, which will depend on many factors about the infestation. The first option is the removal of infested trees, and removal of high-risk host trees. The second is three years of chemical (imidacloprid) treatment. The chemical treatment option requires documented environmental compliance, environmental impact statements (EIS) and environmental assessments (EA)to aid in program operational decisions, as well as Endangered Species consultation. D. PUBLIC NOTICE The Lexington DPW will schedule public meetings, which will address resident's questions about the Lexington infestation, and ALB biology. APHIS will set up a toll-free phone number to serve as an ALB hotline as a follow-up. E. RESIDENT NOTIFICATION APHIS will provide prior notification in writing to any resident who may have ALB-positive or high risk host material removed from their property or pesticide treatments applied to trees on their property, before action is conducted. Residents may be present to witness removal of ALB- positive host material from their property. 60 Lexington Tree Management Manual XV. SOURCE MATERIAL A. Printed Publications 1. Bringing Nature Home, How Native Plants Sustain Wildlife with Native Plants Updated and Expanded, Douglas W. Tallamy, Timber Press, 2009 2. Landscape Plants for Eastern North America, Exclusive of Florida and the Immediate Gulf Coast, Harrison L. Flint,John Wiley& Sons, Inc., 1997. 3. Manual of Woody Landscape Plants: Their Identification, Ornamental Characteristics, Culture, Propagation and Uses, Michael A. Dirr, Stipes Publishing Co.,rev. 2009. 4. A New Tree Biology and Dictionary, Alex L. Shigo, Shigo & Trees Assoc, 2008. 5. Native Plants of the Northeast, A Guide for Gardening & Conservation, Donald J. Leopold, Timber Press, 2005 6. Native Trees, Shrubs & Vines: A Guide to Using, Growing and Propagating North American Woody Plants, William Cullina, Houghton Mifflin, 2002 7. Principles and Practice of Planting Trees and Shrubs, Gary W. Watson and E. B. Himelick, International Society of Arboriculture, 1997. 8. The Green Menace: The Emerald Ash Borer and the Invasive Species Problem, John D. Marche' II, Oxford University Press, 2017 9. The Sibley Guide to Trees, David Allen Sibley, Written and Illustrated, Alfred P. Knopf, New York, 2009 10. The Tree: A Natural History of What Trees Are, How They Live, and Why They Matter, Colin Tudge, Three Rivers Press, 2006. 11. Trees and Development: a Technical Guide to Preservation of Trees during Land Development, Nelda Matheny and James R. Clark,International Society of Arboriculture, 1998. 12. Tree Risk Assessment Manual, J.A. Dunster, E. Thomas Smiley, Sharon Lilly, NeldaMatheny, International Society of Arboriculture, 2017 13. Trees and Shrubs of New England, Marilyn Dwelley,Down East Books, 2111 ed.,2000. 14. Trees in the Urban Landscape: Site Assessment, Design, and Installation, Peter Trowbridge and Nina L. Bassuk, John Wiley& Sons Inc., 2004. 61 Lexington Tree Management Manual B. Websites, 6/11/2019 Arboretums/Tree- Plant Databases 1. Arnold Arboretum of Harvard University: www.arboretum.harvard.edu 2. Massachusetts Horticultural Society: http://www.masshort.org/ 3. Missouri Botanic Garden Plant Finder: https://www.missoibotanicalgarden.org/plantfinder/plantfindersearch.aspx 4. The Morton Arboretum: https://www.mortonarb.or /tg rees-plants/tree-and-plant-selection 5. University of Connecticut Plant Database: www.hort.uconn.edu/plants/ 6. University of Massachusetts Extension: http://www.urbanforestrytoday.org/ 7. Urban Horticultural Institute: http://www.hort.cornell.edu/uhi/outreach/ Government 8. Department of Conservation and Recreation: http://www.mass.gov/dcr 9. Mass Prohibited Plants:https://www.mass.gov/service-details/prohibited-plant-list-background 10. Plant Materials Guide for Lexington MA:_ https://www.lexin tog nma.gov/sites/lexingtonma/files/uploads/plant materials_guide for lexing ton22211 I.pdf I1.Town of Lexington: http://www.lexin)ztont-na.gov/ 12.Tree Committee, Town of Lexington: https://www.lexingtonma.gov/tree-committee Insects 13. Asian Longhorn Beetle: https://www.aphis.usda.goy/aphis/resources/pests-diseases/asian- longhorned-beetle 14. Asian Longhorn Beetle in Massachusetts: https://www.mass.gov/guides/asian-longhorned- beetle-in-massachusetts 15. Encyclopedia Britannica Asian longhorn beetle https://www.britannica.com/animal/Asian-long- horned-beetle 16. Emerald Ash Borer:http://emeraldashborer.info/ 17. Emerald Ash Borer in Massachusetts: https://www.mass.gov/guides/emerald-ash-borer-in- massachusetts Invasive Plants 18. Invasive Plant Atlas of New England: htip://www.eddmaps.org/ipane/index.html 19. Mass Invasive Plant Information: https://www.massaudubon.org/learn/nature-wildlife/invasive- lp ants 20. Native Plant Trust(New England Wildflower Society): http://www.newfs.org/ 62 Lexington Tree Management Manual B. Websites,6/11/2019 Trees 21. ANSI 300 Standard Practices:- https://www.tcia.org/TCIA/BUSINESS/ANSI A300_Standards /TCIABUSINESS/A300_Stan dards/A300_Standards.aspx?hkey=202ff566-4364-4686-b7cl-2a365af59669 22. ANSI Nursery Stock Standards American Horticultural Society, 2014, pdf-.- https://www.americanhort.org/page/standards 23. Guidelines for Planting Trees and Shrubs https://ag.umass.edu/landscape/fact-sheets/guidelines- for-planting-trees-shrubs XVI. PUBLICATION INFORMATION Fourth Edition,Published 2020 by the Town of Lexington Tree Committee: David J.Pinsonneault, Director of Public Works Christopher Filadoro, Superintendent of Public Grounds, Tree Warden Gloria Bloom John Frey,Honorary* Jewel Kuljian Karen Longeteig, Pat Moyer Gerald Paul, Chairman Anne Senning* Nancy Sofen James Wood *Editors of the Tree Management Manual, Fourth Edition 2020 Graphics by Bruce Walker http://www.bruce-m�alker.com/ 63 Lexington Tree Management Manual APPENDIX I TREE BYLAW,TOWN OF LEXINGTON CHAPTER 120 TREES http://ecode360.com/10535335 [HISTORY: Adopted by the Annual Town Meeting of the Town of Lexington 4-11-2001 by Art. 34. Amendments noted where applicable.] § 120-1 Findings. The Town of Lexington finds that mature trees have aesthetic appeal, contribute to the distinct character of certain neighborhoods, improve air quality, provide glare and heat protection, reduce noise, aid in the stabilization of soil, provide natural flood- and climate-control, create habitats for wildlife, enhance property values and provide natural privacy to neighbors. § 120-2 Intent and purpose. This bylaw is enacted for the purpose of preserving and protecting both public shade trees pursuant to General Law Chapter 87 and certain trees on portions of private property. To achieve these purposes, this bylaw establishes a Tree Committee and empowers the Committee, in conjunction with the Tree Warden, to regulate the removal and replacement of trees in certain circumstances, and to promote the planting and protection of trees throughout the Town. It is desirable that the Town plant more trees than are removed to compensate for tree losses and the length of time to maturity. The provisions of this bylaw, when pertaining to private property, apply only when there is major construction or demolition as defined below and only within setback areas. § 120-3 Definitions. A. When used in this bylaw,the following definitions shall apply: CALIPER— Diameter of a tree trunk (in inches) measured six inches above the ground for trees up to and including four-inch diameter, and 12 inches above the ground for larger trees. DBH ("Diameter at Breast Height") — The diameter (in inches) of the trunk of a tree (or, for multiple trunk trees, the aggregate diameters of the multiple trunks) measured 4 1/2 feet from the existing grade at the base of the tree. DEMOLITION — Any act of pulling down, destroying, removing or razing a building or commencing the work of total or substantial destruction with the intent of completing the same. MAJOR CONSTRUCTION—Any construction of a structure on a vacant lot, or any construction of one or multiple structures or additions to structures on an existing lot, wherein there would result an increase of 50% or more in the total footprint of the new structure(s), when compared to the total footprint of the pre-existing structure(s). PERSON — Any person, firm, partnership, association, corporation, company or organization of any kind including public or private utility and municipal department. PROTECTED TREE — Any tree on private land, with a DBH of six inches or greater (or any multiple trunk tree with a DBH of 15 inches or greater), located in the setback area(or which, as determined by the Tree Warden,has any portion of the stem between six inches and 4 1/2 feet above grade actively growing 64 Lexington Tree Management Manual into the setback area), provided that tree is not hazardous or undesirable as defined in the Tree Manual. [Amended 4-4-2007 ATM by Art. 13] PUBLIC SHADE TREE — Any tree within the public right-of-way except for state highways that, as determined by the Tree Warden, has any portion of the stem between six inches and 4 1/2 feet above grade actively growing into the public right-of-way. REPLACEMENT INCH — the unit used when determining mandated replanting, which shall be calculated using the Replacement Inch Calculation Table in § 120-16. [Added 4-5-2017 ATM by Art. 37] SETBACK AREA — The minimum setback area around a lot shall be measured in accordance with the larger dimension of 30 feet from the front and 15 feet from the two sides and from the rear of the lot; and the minimum front yard, side yard and rear yard dimensional requirements under the Zoning Bylaw of the Town of Lexington. For the purposes of establishing the setback area in which the provisions of this bylaw shall apply, the measurement shall be from any point on any property line of the lot,to points along an imaginary line drawn representing the setback area as specified. Final judgments regarding required tree protections during construction shall be made by the Tree Warden where deviations from the setback are required. [Amended 4-4-2007 ATM by Art. 13] [Amended 3-18-2013 ATM by Art.30] TOWN TREE — Any tree within a public park or open space under the jurisdiction of the Select Board acting as park commissioners, on public school grounds, or on any other Town-owned land. TREE REMOVAL—Any act that will cause a tree to die within a three-year period. B. The Tree Committee may provide other such definitions or terms in rules and regulations, approved by the Select Board, deemed useful to implement this bylaw. § 120-4 Applicability. A. Applicability. The circumstances under which the tree protection, removal and replacement regulatory process delineated in this bylaw shall apply are as follows: (1) Proposed cutting (trunk, limbs or roots) of existing public shade trees on public and private ways (accepted or unaccepted streets) or of Town trees on Town- owned (or leased land being used as a public facility)by any person. (2) Proposed demolition of an existing residential or nonresidential structure. (3) Proposed major construction on an existing residential or nonresidential lot. B. For sites under the jurisdiction of the Planning Board or Zoning Board of Appeals, the Planning Board or Zoning Board of Appeals may, by including in their findings an explanation of the reasons, waive in part or in full this bylaw when they deem it necessary for the good of the community. [Amended 3-23- 201 1 ATM by Art. 31] § 120-5 Tree Warden. The Public Grounds Superintendent within the Department of Public Works shall serve as the Tree Warden unless another designee is appointed by the Select Board. A. The duties or responsibilities of the Tree Warden shall conform to General Law Chapter 87 and shall include, but not be limited to, the following as may be further specified in this bylaw: (1) Management of all trees within public rights-of-way and adjacent to public buildings and commons; care and control of trees on Town property if so requested by the Select Board, 65 Lexington Tree Management Manual and on Town land owned by other departments such as Schools, Recreation and Conservation, if so requested by the respective department and approved by the Select Board; (2) Expending funds, in coordination with the Tree Committee, appropriated for planting trees on Town land under the jurisdiction of the Tree Warden; (3) With recommendations from the Tree Committee, granting or denying and attaching reasonable conditions to all permits required under this bylaw; (4) Work in conjunction with the Tree Committee to seek grants or other assistance concerning the preservation and maintenance of trees in Town; (5) Development of rules,regulations, tree inventory, manuals and other data, in conjunction with the Tree Committee, to carry out the purposes and intent of this bylaw for approval and promulgation by the Select Board; (6) Enforcement of this bylaw; (7) Appointment or removal of Deputy Tree Wardens. B. Moreover, the Select Board may authorize the Tree Warden to undertake other responsibilities consistent with the purposes and intent of this bylaw. § 120-6 Tree Committee. A. The Town shall have a Tree Committee that consists of seven members as appointed by the Select Board. For the first appointments, three members will serve one-year terms; two members will serve two-year terms; and two members shall serve three-year terms. All members up for renewal will then serve three-year terms. B. The Tree Committee shall have the following duties and responsibilities as may be further specified in this bylaw: (1) Development of rules,regulations,tree inventory,manuals and other data, in conjunction with the Tree Warden, to carry out the purposes and intent of this bylaw, for approval and promulgation by the Select Board; (2) Permit the removal of certain trees on private property upon appeal,by an applicant; (3) Public education and coordination with other Town Committees and civic groups to promote the purposes and intent of this bylaw (4) Work in conjunction with the Tree Warden to seek grants or other assistance concerning the preservation and maintenance of trees in Town. § 120-7 Public shade trees and Town trees. A. Scope. A public shade tree or Town tree may not be cut,pruned,removed or damaged by any person or the Town until and unless the Tree Warden issues a written permit pursuant to this section. B. Procedures. Any person seeking to prune or remove a public shade tree or Town tree shall submit an application to the Tree Warden in accordance with any application requirements issued by the Tree Warden. The Tree Warden shall hold a public hearing on applications for removal, at the expense of the applicant, in accordance with the provisions outlined within General Law Chapter 87. The permit issued by the Tree Warden may specify schedules, terms, and conditions, including requiring the planting of replacement trees. C. Planting of trees on Public Land. Any person seeking to plant a tree on public land under the jurisdiction of the Tree Warden must obtain written permission from the Tree Warden. Such permission may specify schedules, terms, and conditions as deemed appropriate by the Tree Warden. 66 Lexington Tree Management Manual § 120-8 Protected trees. A. Scope. The removal of protected trees in conjunction with demolition or major construction is prohibited unless authorized by the Tree Warden, or Tree Committee as set forth below. B. Procedures. When major construction or demolition is planned, the owner of theproperty shall submit to the Building Commissioner as part of the application for a building or demolition permit a site plan drawn and stamped by a registered land surveyor showing all existing trees on the property of six-inch DBH or greater. [Amended 4-4-2007 ATM by Art. 13] (1) If any protected trees will be removed or damaged in connection with major construction or demolition, the owner of the property shall submit a proposal for tree removal and mitigation to the Building Commissioner with the application for a building or demolition permit. Additionally, if any protected trees were removed during the 12 months preceding the application for the building or demolition permit, a tree removal and mitigation proposal regarding the protected trees already removed shall be submitted to the Building Commissioner. The proposal shall satisfy the mitigation requirements set forth below and any rules, regulations or manuals promulgated by the Select Board. The Select Board shall set an application fee. Such fee shall be at least $5 per DBH inch of protected tree to be removed. [Amended 3-19-2008 ATM by Art. 37] (2) The Building Commissioner shall refer the tree proposal to the Tree Warden. The Tree Warden shall conduct a site visit. If the applicant's proposal is consistent with the mitigation requirements herein and the rules, regulations or manuals issued by the Select Board, the Tree Warden will issue a permit within 10 business days of receipt by the Tree Warden of the proposal to authorize the tree work. If the proposal does not meet or satisfy these requirements, the Tree Warden shall so notify the applicant and deny the permit. (3) An applicant may appeal the denial or grant of a tree permit to the Tree Committee. The Tree Committee shall conduct a public hearing on the appeal and shall give the public notice thereof, at the expense of the applicant. Public notice shall include all persons owning land within 300 feet of any part of applicant's land at least 14 days before said hearing. The Tree Committee shall rule within 20 days of the public hearing. (4) Appeals of final decisions of the Tree Committee shall be to Superior Court and shall be limited to whether the decision was arbitrary or capricious. C. Mitigation. A protected tree shall not be removed unless at least one of the following provisions is satisfied: (1) Replanting of trees: such replanting shall be on the basis of one inch of caliper of new tree(s) for each replacement inch of DBH of tree(s) removed except that, to encourage the planting of large shade species, for each replanted tree listed in the Recommended Large Shade Trees list of the Lexington Tree Manual [Section V.B.5] replanting shall be on the basis of i/2 inch of caliper of new tree(s) for each replacement inch of DBH of tree(s) removed and each replanted tree must have a minimum caliper of three inches. The replanting shall occur no later than 12 months after completion of the construction work, either on applicant's land or on land abutting applicant's land with express approval of the owner of such abutting land; [Amended 3-18-2013 ATM by Art. 30], [Amended 4-5-2017 ATM by Art. 37] (2) Contribution into the Lexington Tree Fund, provided such fund is reauthorized to the extent required by law, or otherwise to the surplus revenue of the Town: such 67 Lexington Tree Management Manual contribution shall be $100 per replacement inch of protected tree or Town tree removed not already mitigated as per Subsection C(1); or [Amended 3-31-2004 ATM by Art. 34; 4-4-2005 ATM by Art. 16] [Amended 4-5-2017 ATM by Art. 37] (3) (Reserved) Editor's Note: Former Subsection C (3), which required the applicant to demonstrate the desirability of removal of a protected tree, was repealed 3-22-2010 ATM by Art. 27. (4) All evergreens planted as replacement trees must be a minimum of six feet in height and may include, without limitation, pine, hemlock, spruce and fir. Low-growing evergreens shall not be accepted as replacement trees. [Added 4-4-2007 ATM by Art. 13] D. Trees not removed. Trees that are to be left on the site must be protected as specified in Section VTTTB in the Tree Management Manual. [Added 4-4-2007 ATM by Art. 13] [Amended 4-5-2017 ATM by Art. 37] E. Failure to protect trees not removed. Trees left on site must be protected; and if not done so as required by this bylaw, the Tree Warden may impose the following: [Added 4-4- 2007 ATM by Art. 13] (1) The Town may undertake tree protection measures and bill for any labor and material charges incurred. (2) The Town may require replacement plantings larger than three inches in diameter to replace trees damaged during construction. (3) The Town may hire an arborist whose charges will be billed to the owner/builder to ensure that trees left on the site will survive and remain healthy. (4) The Town may impose fines as per the fine schedule in § 120-10 of this bylaw. § 120-9 Emergencies and exemptions. Provisions of this bylaw shall not apply to: A. Emergency projects necessary for public safety, health and welfare as determined by the Director of Public Works or the Town Manager; B. Trees that are hazardous as determined in writing by the Tree Warden; C. (Reserved) Editor's Note: Former Subsection C, which excluded invasive tree species, was repealed 3-22-2010 ATM by Art. 27. D. Trees identified by the Commonwealth that pose a risk of disease or insect infestation. § 120-10 Enforcement. A. Any person violating this bylaw is subject to the penalties under Chapter 1, § 1-6 of the General Bylaws, General Law Chapter 87 (for violations concerning public shade trees) and other legal enforcement action by the Town. The Tree Warden is authorized to enforce the provisions of Chapter 1 of the General Bylaws and of General Law Chapter 87. Any other legal enforcement action shall be determined by the Select Board in consultation with the Tree Committee, the Tree Warden and Town Counsel. B. Each instance in which a Town tree or a protected tree is removed without a tree permit shall constitute an offense under this bylaw. When Town trees or protected trees have been removed without a permit, mitigation (as outlined in § 120-8C of this bylaw) and the payment of fines (as outlined in the Fine Schedule at the end of this bylaw Editor's Note: See Ch. 1, General Provisions, Art. IT, Use and Construction, § 1-6, Noncriminal disposition. ) shall be required. [Amended 3-31-2004 ATM by Art. 34] 68 Lexington Tree Management Manual C. If mitigation and the payment of fines are completed in due time as determined by the Tree Warden, the project will be approved. if not completed, then each day beyond the determined and agreed upon completion date shall constitute a new and separate offense. [Amended 3-31-2004 ATM by Art. 34] § 120-11 Rules and regulations. The Select Board may promulgate, after public notice and hearing, rules and regulations to effectuate the purposes and intent of this bylaw. Failure by the Select Board to promulgate such rules and regulations shall not act to suspend or invalidate the effect of this bylaw. § 120-12 Severability. If any section, paragraph or part of this bylaw is for any reason declared invalid or unconstitutional by any court, every other section,paragraph and part shall continue in full force. § 120-13 Relationship to other laws. Nothing in this bylaw shall be construed to restrict, amend, repeal, or otherwise limit the application or enforcement of existing Town of Lexington bylaws or Commonwealth of Massachusetts laws. § 120-14 Funds. [Added 3-31-2004 ATM by Art. 34; amended 4-4-2005 ATM by Art. 16; 4-4-2007 ATM by Art. 13] Collection of voluntary contributions under this bylaw shall be deposited into the Lexington Tree Fund, provided such fund is annually reauthorized, or otherwise to the surplus revenue of the Town. The Tree Warden, with input from the Tree Committee, will request use of these funds for tree planting, transplanting, and other tree-related needs. The request to expend these funds will be approved by the Select Board. § 120-15 Tree Management Manual. [Added 4-4-2007 ATM by Art. 13] The Lexington Tree Management Manual will be used as the standard for tree planting, maintenance and protection in the Town. § 120-16 Replacement Inch Calculation Table [Added 4-5-2017 ATM by Art. 37] Replacement Inch Calculation Table Level Removed Tree Replacement Inches Level 1: Less than 24"DBH; or a tree of any size to be removed in order Same as inches removed to comply with a condition,restriction or requirement of a local, state, or federal permit Level 2: 24"DBH and larger 2 times inches removed https://ecode360.com/10535335 online: cited[18 June 2018] 69 Lexington Tree Management Manual APPENDIX 11 MASSACHUSETTS GENERAL LAWS PART I. ADMINISTRATION OF GOVERNMENT TITLE XIV. PUBLIC WAYS AND WORKS CHAPTER 87. SHADE TREES https://malegistature.gov/Laws/GeneralLaws/PartI/TitleXIV/Chapter87 Chapter 87: Section 1.Public shade trees; definition Section 1. All trees within a public way or on the boundaries thereof including trees planted in accordance with the provisions of section 7 shall be public shade trees; and when it appears in any proceeding in which the ownership of or rights in a tree are material to the issue, that, from length of time or otherwise, the boundaries of the highway cannot be made certain by records or monuments, and that for that reason it is doubtful whether the tree is within the highway, it shall be taken to be within the highway and to be public property until the contrary is shown. Chapter 87: Section 2.Powers of tree wardens Section 2. The tree warden of a town may appoint and remove deputy tree wardens. He and they shall receive such compensation as the town determines or, in default thereof, as the Select Board allow. He shall have the care and control of all public shade trees, shrubs and growths in the town, except those within a state highway, and those in public parks or open places under the jurisdiction of the park commissioners, and shall have care and control of the latter, if so requested in writing by the park commissioners, and shall enforce all the provisions of law for the preservation of such trees, shrubs and growths. He shall expend all money appropriated for the setting out and maintenance of such trees, shrubs and growths, and no tree shall be planted within a public way without the approval of the tree warden, and in towns until a location therefor has been obtained from the Select Board or road commissioners. He may make regulations for the care and preservation of public shade trees and establish fines and forfeitures of not more than twenty dollars in any one case for violation thereof; which, when posted in one or more public places, and, in towns, when approved by the Select Board, shall have the effect of town by-laws. Chapter 87: Section 3. Cutting of public shade trees; public hearing; damages to fee owner Section 3. Except as provided by section five, public shade trees shall not be cut, trimmed or removed, in whole or in part,by any person other than the tree warden or his deputy, even if he be the owner of the fee in the land on which such tree is situated, except upon a permit in writing from said tree warden, nor shall they be cut down or removed by the tree warden or his deputy or other person without a public hearing and said tree warden or his deputy shall cause a notice of the time and place of such hearing thereof, which shall identify the size, type and location of the shade tree or trees to be cut down or removed, to be posted in two or more public places in the town and upon the tree at least seven days before such hearing and published in a newspaper of general circulation in the city or town once in each of two successive weeks, the first publication to be not less than seven days before the day of the hearing or if no such local newspaper exists then in accordance with the provisions of section six of chapter four;provided,however, that when a public hearing must be held under the provisions of this section and under section fifteen C of chapter forty prior to the cutting or removal of a tree, such hearings shall be consolidated into a single public hearing before the tree warden and the planning board, or if there is no planning board,the Select Board of a town or the city council of a city, and notice of such consolidated public hearing shall be given by the tree warden or his deputy as provided herein. Any person injured in his property by the action of the officers in charge of the public shade trees as to the trimming, cutting, removal or retention of any such tree, or as to the amount awarded to him for the same, may recover the damages, if any, which he has sustained, from the town under chapter seventy-nine. 70 Lexington Tree Management Manual Chapter 87: Section 4. Cutting down or removing public shade trees; approval of Select Board or mayor Section 4. Tree wardens shall not cut down or remove or grant a permit for the cutting down or removal of a public shade tree if, at or before a public hearing as provided in the preceding section, objection in writing is made by one or more persons, unless such cutting or removal or permit to cut or remove is approved by the Select Board or by the mayor. Chapter 87: Section 5. Cutting down,trimming or removing bushes and small trees Section 5. Tree wardens and their deputies,but no other person,may,without a hearing, trim, cut down or remove trees, less than one and one half inches in diameter one foot from the ground, and bushes, standing in public ways; and, if ordered by the mayor, Select Board, road commissioners or highway surveyor, shall trim or cut down trees and bushes, if the same shall be deemed to obstruct, endanger, hinder or incommode persons traveling thereon or to obstruct buildings being moved pursuant to the provisions of section eighteen of chapter eighty-five. Nothing contained in this chapter shall prevent the trimming, cutting or removal of any tree which endangers persons traveling on a highway, or the removal of any tree, if so ordered by the proper officers for the purpose of widening the highway and nothing herein contained shall interfere with the suppression of pests declared to be public nuisances by section eleven of chapter one hundred and thirty-two,including the Dutch elm disease. Chapter 87: Section 6.Penalty for violation of Sec. 3,4 or 5 Section 6. Violations of any provision of the three preceding sections shall be punished by forfeiture of not more than five hundred dollars to the use of the city or town. Chapter 87: Section 7.Planting of shade trees Section 7. Cities and towns may appropriate money for the purpose of acquiring and planting shade trees in public ways. The tree warden, or a private organization acting with the written consent of the tree warden, may plant shade trees acquired with public or private funds in a public way, or if he deems it expedient, upon adjoining land at a distance not exceeding 20 feet from the layout of such public way for the purpose of improving, protecting, shading or ornamenting the same; provided, however, that the written consent of the owner of such adjoining land shall first be obtained. Chapter 87: Section 8. Trees on state highways Section 8. The department of highways, in this chapter called the department, shall have the care and control of all trees, shrubs and growths within state highways, and may trim, cut or remove such trees, shrubs and growths, or license the trimming, cutting or removal thereof. No such tree, shrub or other growth shall be trimmed, cut or removed by any person other than an agent or employee of the department, even if he be the owner of the fee in the land on which such tree, shrub or growth is situated, except upon a permit in writing from the department. Any person injured in his property by the action of the department as to the trimming, cutting, removal or retention of any such tree, shrub or other growth, may recover the damages,if any,which he has sustained, from the commonwealth under chapter seventy- nine. Chapter 87: Section 9. Signs or marks on shade trees Section 9. Whoever affixes to a tree in a public way or place a notice, sign, advertisement or other thing, whether in writing or otherwise, or cuts,paints or marks such tree, except for the purpose of protecting it or the public and under a written permit from the officer having the charge of such trees in a city or from the tree warden in a town, or from the department in the case of a state highway, shall be punished by a fine of not more than fifty dollars. Tree wardens shall enforce the provisions of this section; but if a tree warden fails to act in the case of a state highway within thirty days after the receipt by him of a complaint in writing from the department,the department may proceed to enforce this section. Chapter 87: Section 10.Injury to trees on state highways Section 10. Whoever without authority trims, cuts down or removes a tree, shrub or growth, within a state highway or maliciously injures, defaces or destroys any such tree, shrub or growth shall be punished by 71 Lexington Tree Management Manual imprisonment for not more than six months, or by a fine of not more than five hundred dollars to the use of the commonwealth. Chapter 87: Section 11.Injury to trees of another person Section 11. Whoever wilfully, maliciously or wantonly cuts, destroys or injures a tree, shrub or growth which is not his own, standing for any useful purpose, shall be punished by imprisonment for not more than six months or by a fine of not more than five hundred dollars. Chapter 87: Section 12.Injury to shrubs,trees or fixtures Section 12. Whoever wantonly injures, defaces or destroys a shrub,plant or tree, or fixture of ornamentor utility, in a public way or place or in any public enclosure, or negligently or wilfully suffers an animal driven by or for him or belonging to him to injure, deface or destroy such shrub, plant, tree or fixture, shall be punished by a fine of not more than five hundred dollars, and shall in addition thereto be liable to the town or any person for all damages to its or his interest in said shrub,plant, tree or fixture caused by such act. Whoever by any other means negligently or wilfully injures, defaces or destroys such a shrub, plant, tree or fixture shall likewise be liable to the town or any person for all damages to its or his interest in said shrub, plant, tree or fixture caused by such act. Chapter 87: Section 13 Powers and duties of tree wardens in cities Section 13. The powers and duties conferred and imposed upon tree wardens in towns by this chapter shall be exercised and performed in cities by the officers charged with the care of shade trees within the limits of the highway. Chapter 87: Section 14 Performance of maintenance and tree removal work by utility; submission and approval of vegetation management and hazard tree removal plans; submission of utility tree maintenance standards and specifications Section 14. (a) For the purposes of this section, "utility" shall mean a company engaging in the distribution of electricity or owning, operating or controlling distribution facilities; provided, however, that a distribution company shall not include any entity which owns or operates plant or equipment used to produce electricity, steam and chilled water, or an affiliate engaged solely in the provision of such electricity, steam and chilled water, where the electricity produced by such entity or its affiliate is primarily for the benefit of hospitals and nonprofit educational institutions, and where such plant or equipment was in operation before January 1, 1986. (b) A utility may, or at the request of the tree warden shall, submit an annual vegetation management plan describing the maintenance work to be performed in a municipality. The plan shall include, but not be limited to, a map of the circuits where the maintenance work will be performed, the tree maintenance standards that will be followed and any foreseeable variance from those standards. The plan shall comply with local ordinances and regulations. The plan shall be submitted not less than 90 days prior to the date the utility proposes to begin its maintenance work. Upon receipt of the plan, the tree warden, or a designee thereof, shall notify the utility within 60 days, in writing, whether or not the plan has been approved. Upon receipt of written notification that the plan has been approved, or approved with modifications agreed to by both parties, a utility shall be exempt from the requirements of sections 3 and 5 for the work described in the approved plan. (c) A utility may, or at the request of the tree warden shall, submit an annual hazard tree removal plan describing hazard tree removal work to be performed in a municipality. The plan shall include, but not be limited to, the specific trees that the utility has identified as a hazard and proposes to remove. The plan shall comply with local ordinances and regulations. The plan shall be submitted not less than 90 days prior to the date a utility proposes to begin tree removal. Upon receipt of the plan, the tree warden, or a designee thereof, shall notify the utility within 60 days, in writing, whether or not the plan has been approved. Upon receipt of written notification that the plan has been approved, or approved with modifications agreed to by both parties, the utility shall be exempt from the requirements of sections 3 and 5 for the work described in the approved plan. 72 Lexington Tree Management Manual (d) If a tree warden fails to notify a utility whether a vegetation management plan or hazard tree removal plan has been approved within 60 days of the warden's receipt of the plan, the utility may request a decision by the Select Board, mayor or chief administrative officer of the municipality. (e) Notwithstanding approval of a vegetation management plan or hazard tree removal plan, a utility shall notify a tree warden, in writing, not less than 14 days prior to beginning maintenance work or tree removal work in a municipality. If a local ordinance or regulation requires more than 14 days notice, the utility shall comply with such ordinance or regulation. The notice provided shall include the date on which the utility will begin work and the phone number of the person or persons supervising the work in the field. (f) The utility shall provide to the state forester, or such other person or agency as designated by the secretary of energy and environmental affairs, a copy of any annual vegetation management plan or hazard tree removal plan and a copy of the approval or denial letter from the applicable tree warden. The state forester, or such other person or agency as designated by the secretary of energy and environmental affairs, shall provide the utility an acknowledgment of receipt of such plans and determinations in any manner approved by said secretary. (g) The utility shall annually submit to the state forester's office a set of utility tree maintenance standards and specifications and evidence that these standards have been adopted by the utility company. These standards and specifications shall conform with: American National Standard Institute A-300; American National Standard Institute Z-133; and National Electric Safety Code 218 Tree Trimming and OSHA 29 CFR Part 1910 Line Clearance Tree Trimming Operations. The state forester, or such other person or agency as designated by the secretary of energy and environmental affairs, shall make these standards and specifications available to the public on their websites or other accessible locations and shall accept and maintain a publicly accessible record of comments received relative to the standards and specifications and shall transmit the comments to the utilities. https://malegislature.gov/Laws/GeneralLaws/Partl/TitleXlV/Chapter87 online: cited [18 June 2018] 73 Lexington Tree Management Manual APPENDIX III MASSACHUSETTS GENERAL LAWS PART I. ADMINISTRATION OF GOVERNMENT TITLE XIV. PUBLIC WAYS AND WORKS CHAPTER 40 SECTION 15C. SCENIC ROADS '` https://malegi slature.gov/Laws/Genera]Laws/PartT/TitleVII/Cha-oter40/Section 15C Chapter 40: Section 15C. Scenic road designations;improvements; fines Section 15C. Upon recommendation or request of the planning board, conservation commission or historical commission of any city or town, such city or town may designate any road in said city or town, other than a numbered route or state highway as a scenic road; provided, however, that a numbered route may be designated by a city or town as a scenic road if its entire length is contained within the boundaries of said city or town, and no part of said route is owned or maintained by the commonwealth. After a road has been designated as a scenic road any repair, maintenance,reconstruction, or paving work done with respect thereto shall not involve or include the cutting or removal of trees, or the tearing down or destruction of stone walls, or portions thereof, except with the prior written consent of the planning board, or if there is no planning board, the Select Board of a town, or the city council of a city, after a public hearing duly advertised twice in a newspaper of general circulation in the area, as to time, date, place and purpose, the last publication to occur at least seven days prior to such hearing; provided, however, that when a public hearing must be held under the provisions of this section and under section three of chapter eighty-seven prior to the cutting or removal of a tree, such hearings shall be consolidated into a single public hearing before the tree warden and the planning board, or if there is no planning board, the Select Board of a town, or the city council of a city, and notice of such consolidated public hearing shall be given by the tree warden or his deputy as provided in said section three of chapter eighty- seven. Any city or town making said scenic road designation may make an ordinance or by-law establishing that a violation of this paragraph shall be punished by a fine not to exceed three hundred dollars. Designation of a road as a scenic road shall not affect the eligibility of a city or town to receive construction or reconstruction aid for such road pursuant to the provisions of chapter ninety. * As of the publication of the 2018 Tree Management Manual there are no scenic roads in Lexington, MA. https://malegislature.gov/Laws/GeneralLaws/PartI/TitleVII/Chapter40/Section 15 C [online: cited [18 June 2018] 74 Lexington Tree Management Manual APPENDIX IV MASSACHUSETTS GENERAL LAWS PART I. ADMINISTRATION OF GOVERNMENT TITLE XIX AGRICULTURE AND CONSERVATION CHAPTER 132. FORESTRY https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXIX/Chapterl32/Section8 Chapter 132: Section 8.Entry upon land to control and suppress public nuisances Section 8. The chief superintendent, district supervisors, district superintendents and other employees and authorized agents of the bureau of shade tree management and pest control may enter upon any land within the commonwealth, and any local superintendent appointed under section thirteen and his employees and authorized agents may enter upon any land within his city or town, in accordance with the provisions of this chapter, for the purpose of determining the existence, over-all area and degree of infestation or infection caused by the public nuisances named in section eleven, suppressing and controlling said public nuisances and affixing signs to and removing, or causing to be removed, trees and wood infected with the Dutch elm disease or used as a breeding place of the beetles which spread said disease. htWs://mal egi slature.gov/Laws/Genera]Laws/PartI/TitleXIX/Chapterl 32/Section8 [online: cited [5 December 2016] 75 Lexington Tree Management Manual APPENDIX V MASSACHUSETTS GENERAL LAWS PART I. ADMINISTRATION OF GOVERNMENT TITLE XIX AGRICULTURE AND CONSERVATION CHAPTER 132. FORESTRY http s://male gislature.gov/Laws/G eneralLaws/PartI/TitteXIX/Chapterl 3 2/Section 11 Chapter 132: Section 11. Suppression of Moths, Caterpillars, Worms and Beetles and any Invasive Plant or Animal Species; Rules and Regulations; Contracts; Studies for Control of Public Nuisances; Annual Recommendations Section 11. The chief superintendent may, subject to the approval of the commissioner, make rules and regulations governing all operations by cities and towns or persons for the purpose of suppressing gypsy and brown tail moths, tent caterpillars, cankerworms, oriental hag moths, fall webworm, Japanese beetle, saddled prominent, pine looper, and elm leaf beetles, which destroy forest and shade tree foliage, diseases and leaf eating and sucking insects which damage forests and shade trees, the Dutch elm disease and the beetles which spread said disease, woodticks, and poison ivy growing within one hundred feet of any public way, and any invasive plant or animal species, diseases and insects which damage the health, safety or quality of forest, shade or other trees including, but not limited to, the Asian longhorned beetle or oak wilt, all of which are hereby declared to be public nuisances for the purposes of this chapter. He may make contracts on behalf of the commonwealth; shall study and promote improved methods of suppressing such public nuisances; may act in co-operation with any person, any subdivision of the commonwealth, any other state, the United States, or any foreign government, and without limiting the generality of the foregoing, shall act in co-operation with federal and state agencies engaged in the study or control of said public nuisances; may conduct investigations and gather and distribute information concerning such public nuisances; may advise, make use of and require the use of all lawful means of suppressing such public nuisances; may lease real estate when he deems it necessary; and with the approval of the authority in charge, may use any real or personal property of the commonwealth. He shall prepare for students or for the public such lectures, exhibits or information relative to such public nuisances as may be required; shall personally and by employees of the bureau of shade tree management and pest control supervise operations undertaken by cities and towns to suppress such nuisances, and the expenditure of funds therefor; and for such purposes may employ such assistants and agents, including expert advisers, as he deems necessary. For the purposes of this section he may expend such sums as may be appropriated or donated therefor but no expenditure shall be made or liability incurred in excess of such appropriations and donations. He shall annually recommend to the commissioner the financial liability, as described in section fourteen, of each city and town, to be appropriated by said city or town to be expended by the local superintendent for such suppression work within said city or town. No owner or occupant of an estate infested or infected by any of the aforesaid public nuisances shall by reason thereof be civilly or criminally liable except to the extent and in the manner and form set forth in this chapter. https://male,gislature.gov/Laws/GeneralLaws/Partl/TitleXIX/Chapter l32/Sectionl 1 [online: cited 6 December 2016] 76 Lexington Tree Management Manual APPENDIX VI MASSACHUSETTS GENERAL LAWS PART I. ADMINISTRATION OF GOVERNMENT TITLE XIX AGRICULTURE AND CONSERVATION CHAPTER 132. FORESTRY http s://male gistature.gov/Laws/G eneralLaws/PartI/TitteXIX/Chapter 13 2/Section 12 Chapter 132: Section 12. Interference with suppression or eradication of Asian longhorned beetle, oak wilt or any public nuisance; penalties; injunctive relief Whoever knowingly resists or obstructs the commissioner, any local superintendent or employee or authorized agent of any of them, while any of those persons is engaged in suppressing or eradicating the Asian longhorned beetle, oak wilt or any public nuisance described in section 11, or whoever knowingly violates any rule, regulation, order or quarantine issued by the commissioner, in writing, relative to the suppression or eradication of public nuisances shall be subject to a civil penalty of not more than $25,000 for each violation. Each day that such violation occurs or continues shall be deemed a separate violation. The penalty may be assessed by the department, and may be recovered in an action brought on behalf of the commonwealth in the superior court. The commonwealth also may bring an action for injunctive relief in the superior court for any such violation, and the superior court shall have jurisdiction to enjoin such violation and to grant such further relief as it may deem appropriate. htlps://malegislature.gov/Laws/GencralLaws/PartI/TitleXIX/Chapter l 32/Section 12 [online: cited 6 December 2016] 77 Lexington Tree Management Manual APPENDIX VII MASSACHUSETTS GENERAL LAWS PART I. ADMINISTRATION OF GOVERNMENT TITLE XIX AGRICULTURE AND CONSERVATION CHAPTER 132A. STATE RECREATION AREAS OUTSIDE OF THE METROPOLITAN PARKS DISTRICT https://malegislature.gov/Laws/Genera]Laws/PartT/TitleXTX/Chapterl 32A/Section 1 F Chapter 132A: Section 1F.Duties of bureau of forestry The bureau of forestry shall, under the supervision of the director, with the approval of the commissioner perform such duties as respects forest management practices, reforestation, development of forest or wooded areas under the control of the department, making them in perpetuity income producing and improving such wooded areas. It shall be responsible for such other duties as are now vested in the division of forestry by the general laws or any special laws and shall be responsible for shade tree management, arboricultural service and insect suppression of public nuisances as defined in section eleven of chapter one hundred and thirty-two, subject to the approval of the director and, notwithstanding the provisions of any general or special law to the contrary, the bureau may require all tree spraying or other treatment performed by other departments, agencies or political subdivisions to be carried out under its direction. The bureau may promulgate rules and regulations to carry out its duties and powers. It shall assume the responsibilities of section one A of chapter one hundred and thirty-two and shall be responsible for such other duties as are not otherwise vested in the division of forestry; provided, however, that all personnel of the forest, fire, shade tree and pest control units in their respective collective bargaining units at the time of this consolidation to the bureau of forestry shall remain in their respective collective bargaining units https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXIX/Chapter l 32A/Section 1 F [online: cited 6 December 2016] 78 Lexington Tree Management Manual APPENDIX VIII EMERALD ASH BORER FEDERAL REGULATIONS AND QUARANTINE NOTICES https://www.law.cornell.edu/cfr/text/7/part-301/ Electronic Code of Federal Regulations e-CFR data is current as of June 14, 2018 Title 7 —* Subtitle B --* Chapter III—* Part 301 —* Subpart Title 7:Agriculture PART 301—DOMESTIC QUARANTINE NOTICES Subpart—Emerald Ash Borer Contents §301.53-1 Definitions. 001.53-2 Regulated articles. §301.53-3 Quarantined areas. §301.53-4 Conditions governing the interstate movement of regulated articles from quarantined areas. 001.53-5 Issuance and cancellation of certificates and limited permits. §301.53-6 Compliance agreements and cancellation. §301.53-7 Assembly and inspection of regulated articles. §301.53-8 Attachment and disposition of certificates and limited permits. §301.53-9 Costs and charges. SOURCE: 68 FR 59088, Oct. 8, 2003,unless otherwise noted. §301.53-1 Definitions. Administrator. The Administrator, Animal and Plant Health Inspection Service, or any individual authorized to act for the Administrator. Animal and Plant Health Inspection Service (APHIS). The Animal and Plant Health Inspection Service of the United States Department of Agriculture. Certificate. A document that is issued for a regulated article by an inspector or by a person operating under a compliance agreement and that represents that such article is eligible for interstate movement in accordance with §301.53-5(a). Compliance agreement. A written agreement between APHIS and a person engaged in growing, handling, or moving regulated articles that are moved interstate, in which the person agrees to comply with the provisions of this subpart and any conditions imposed under this subpart. Emerald ash borer. The insect known as emerald ash borer (Agrilus planipennis [Coleoptera: Buprestidae])in any stage of development. Infestation. The presence of the emerald ash borer or the existence of circumstances that make it reasonable to believe that the ash borer is present. Inspector. Any employee of the Animal and Plant Health Inspection Service, or other individual authorized by the Administrator to enforce the provisions of this subpart. Interstate. From any State into or through any other State. 79 Lexington Tree Management Manual Limited permit. A document in which an inspector or a person operating under a compliance agreement affirms that the regulated article not eligible for a certificate is eligible for interstate movement only to a specified destination and in accordance with conditions specified on the permit. Moved (movement, move). Shipped, offered for shipment, received for transportation, transported, carried, or allowed to be moved, shipped,transported, or carried. Person. Any association, company, corporation, firm, individual,joint stock company, partnership, society, or any other legal entity. Quarantined area. Any State, or any portion of a State, listed in §301.53-3(c) or otherwise designated as a quarantined area in accordance with §301.53-3(b). Regulated article. Any article listed in §301.53-2(a) or otherwise designated as a regulated article in accordance with §301.53-2(b). State. The District of Columbia, Puerto Rico, the Northern Mariana Islands, or any State, territory, or possession of the United States. §301.53-2 Regulated articles. The following are regulated articles: (a) The emerald ash borer; firewood of all hardwood (non-coniferous) species; nursery stock, green lumber, and other material living, dead, cut, or fallen, including logs, stumps, roots, branches, and composted and uncomposted chips of the genus Fraxinus. (b) Any other article,product, or means of conveyance not listed in paragraph (a) of this section may be designated as a regulated article if an inspector determines that it presents a risk of spreading emerald ash borer and notifies the person in possession of the article, product, or means of conveyance that it is subject to the restrictions of the regulations. [68 FR 59088, Oct. 8, 2003, as amended at 70 FR 252, Jan. 4, 2005] §301.53-3 Quarantined areas. (a) Except as otherwise provided in paragraph (b) of this section, the Administrator will list as a quarantined area in paragraph(c) of this section each State or each portion of a State in which the emerald ash borer has been found by an inspector, in which the Administrator has reason to believe that the emerald ash borer is present, or that the Administrator considers necessary to regulate because of its inseparability for quarantine enforcement purposes from localities where emerald ash borer has been found. Less than an entire State will be designated as a quarantined area only if the Administrator determines that: (1) The State has adopted and is enforcing restrictions on the intrastate movement of regulated articles that are equivalent to those imposed by this subpart on the interstate movement of regulated articles; and (2) The designation of less than an entire State as a quarantined area will be adequate to prevent the artificial interstate spread of the emerald ash borer. (b) The Administrator or an inspector may temporarily designate any nonquarantined area as a quarantined area in accordance with the criteria specified in paragraph (a) of this section. The Administrator will give written notice of this designation to the owner or person in possession of the nonquarantined area, or,in the case of publicly owned land, to the person responsible for the management of the nonquarantined area. Thereafter, the interstate movement of any regulated article from an area temporarily designated as a quarantined area is subject to this subpart. As soon as practicable, this area either will be added to the list of designated quarantined areas in paragraph (c) of this section, or the Administrator will terminate the designation. The owner or person in possession of, or, in the case of publicly owned land, the person responsible for the management of, an area for which the designation is terminated will be given written notice of the termination as soon as practicable. 80 Lexington Tree Management Manual (c) The following areas are designated as quarantined areas: Massachusetts The entire State. Editors Note: For purposes of relevance, all quarantine areas outside Massachusetts were omitted from the fourth print edition of the Tree Management Manual but included in the online edition. §301.53-4 Conditions governing the interstate movement of regulated articles from quarantined areas. Regulated articles may be moved interstate from a quarantined area only if moved under the following conditions: (a) With a certificate or limited permit issued and attached in accordance with §§301.53-5 and 301.53-8; (b) Without a certificate or limited permit if: (1) The regulated article is moved by the United States Department of Agriculture for experimental or scientific purposes; or (2) The regulated article originates outside the quarantined area and is moved interstate through the quarantined area under the following conditions: (i) The points of origin and destination are indicated on a waybill accompanying the regulated article; and (ii) The regulated article, if moved through the quarantined area during the period of May 1 through August 31 or when the ambient air temperature is 40 °F or higher, is moved in an enclosed vehicle or is completely covered to prevent access by the EAB; and (iii) The regulated article is moved directly through the quarantined area without stopping (except for refueling or for traffic conditions, such as traffic lights or stop signs), or has been stored, packed, or handled at locations approved by an inspector as not posing a risk of infestation by emerald ash borer; and (iv) The article has not been combined or commingled with other articles so as to lose its individual identity. §301.53-5 Issuance and cancellation of certificates and limited permits. (a) An inspector' or person operating under a compliance agreement will issue a certificate for the interstate movement of a regulated article if he or she determines that the regulated article: IInspectors are assigned to local offices of APHIS,which are listed in the local telephone directories. Information concerning such local offices may also be obtained from the Animal and Plant Health Inspection Service, Plant Protection and Quarantine, Domestic and Emergency Operations, 4700 River Road Unit 134, Riverdale, Maryland 20737-1236. (1)(i)Is apparently free of EAB,based on inspection; or the article or (ii) Has been grown, produced, manufactured, stored, or handled in a manner that, in the judgment of the inspector,prevents the regulated article from presenting a risk of spreading EAB; and (2) Is to be moved in compliance with any additional emergency conditions that the Administrator may impose under section 414 of the Plant Protection Act (7 U.S.C. 7714)' in order to prevent the artificial spread of emerald ash borer; and 2An inspector may hold, seize, quarantine, treat, apply other remedial measures to, destroy, or otherwise dispose of plants,plant pests, or other articles in accordance with sections 414, 421, and 423 of the Plant Protection Act(7 U.S.C. 7714,7731, and 7754). (3) Is eligible for unrestricted movement under all other Federal domestic plant quarantines and regulations applicable to the regulated articles. 81 Lexington Tree Management Manual (b) An inspector or a person operating under a compliance agreement will issue a limited permit for the interstate movement of a regulated article not eligible for a certificate if he or she determines that the regulated article: (1) Is to be moved interstate to a specified destination for specific processing, handling, or utilization (the destination and other conditions to be listed on the limited permit), and this interstate movement will not result in the spread of emerald ash borer because emerald ash borer will be destroyed by the specific processing,handling, or utilization; and (2) Is to be moved in compliance with any additional emergency conditions that the Administrator may impose under section 414 of the Plant Protection Act (7 U.S.C. 7714) in order to prevent the spread of emerald ash borer; and (3) Is eligible for unrestricted movement under all other Federal domestic plant quarantines and regulations applicable to the regulated article. (c) An inspector shall issue blank certificates and limited permits to a person operating under a compliance agreement in accordance with §301.53-6 or authorize reproduction of the certificates or limited permits on shipping containers, or both, as requested by the person operating under the compliance agreement. These certificates and limited permits may then be completed and used, as needed, for the interstate movement of regulated articles that have met all of the requirements of paragraph (a) or(b),respectively, of this section. (d) Any certificate or limited permit may be canceled orally or in writing by an inspector whenever the inspector determines that the holder of the certificate or limited permit has not complied with this subpart or any conditions imposed under this subpart. If the cancellation is oral, the cancellation will become effective immediately, and the cancellation and the reasons for the cancellation will be confirmed in writing as soon as circumstances permit. Any person whose certificate or limited permit has been canceled may appeal the decision in writing to the Administrator within 10 days after receiving the written cancellation notice. The appeal must state all of the facts and reasons that the person wants the Administrator to consider in deciding the appeal. A hearing may be held to resolve a conflict as to any material fact. Rules of practice for the hearing will be adopted by the Administrator. As soon as practicable, the Administrator will grant or deny the appeal, in writing, stating the reasons for the decision. (Approved by the Office of Management and Budget under control number 0579-0233) §301.53-6 Compliance agreements and cancellation. (a) Persons engaged in growing, handling, or moving regulated articles interstate may enter into a compliance agreement' if such persons review with an inspector each provision of the compliance agreement. Any person who enters into a compliance agreement with APHIS must agree to comply with the provisions of this subpart and any conditions imposed under this subpart. 3Compliance agreements may be initiated by contacting a local office of APHIS. The addresses and telephone numbers of local offices are listed in local telephone directories and may also be obtained from the Animal and Plant Health Inspection Service, Plant Protection and Quarantine, Domestic and Emergency Operations, 4700 River Road Unit 134, Riverdale, MD 20737-1236. (b) Any compliance agreement may be canceled orally or in writing by an inspector whenever the inspector determines that the person who has entered into the compliance agreement has not complied with this subpart or any conditions imposed under this subpart. If the cancellation is oral, the cancellation will become effective immediately, and the cancellation and the reasons for the cancellation will be confirmed in writing as soon as circumstances permit. Any person whose compliance agreement has been canceled may appeal the decision in writing to the Administrator within 10 days after receiving the written cancellation notice. The appeal must state all of the facts and reasons that the person wants the pAdministrator to consider in deciding the appeal. A hearing may be held to resolve a conflict as to any material fact. Rules of practice for the hearing will be adopted by the Administrator. As soon as 82 Lexington Tree Management Manual practicable, the Administrator will grant or deny the appeal,in writing, stating the reasons for the decision. (Approved by the Office of Management and Budget under control number 0579-0233) §301.53-7 Assembly and inspection of regulated articles. (a) Persons requiring certification or other services must request the services from an inspector at least 48 hours before the services are needed. 4See footnote 1 to §301.53-5. (b) The regulated articles must be assembled at the place and in the manner that the inspector designates as necessary to comply with this subpart. (Approved by the Office of Management and Budget under control number 0579-0233) §301.53-8 Attachment and disposition of certificates and limited permits. (a) A regulated article must be plainly marked with the name and address of the consignor and the name and address of the consignee and must have the certificate or limited permit issued for the interstate movement of a regulated article securely attached at all times during interstate movement to: (1) The regulated article; (2) The container carrying the regulated article; or (3) The consignee's copy of the accompanying waybill: Provided, that the description of the regulated article on the certificate or limited permit, and on the waybill, are sufficient to identify the regulated article; and (b) The carrier must furnish the certificate or limited permit authorizing interstate movement of a regulated article to the consignee at the destination of the shipment. (Approved by the Office of Management and Budget under control number 0579-0233) §301.53-9 Costs and charges. The services of the inspector during normal business hours will be furnished without cost to persons requiring the services. The user will be responsible for all costs and charges arising from inspection and other services provided outside of normal business hours. 83 Lexington Tree Management Manual APPENDIX IX ASIAN LONGHORN BEETLE FEDERAL REGULATIONS AND QUARANTINE NOTICES https://www.law.cornell.edu/cfr/text/7/chapter-Ill Electronic Code of Federal Regulations ALB e-CFR data is current as of June 14, 2018 Title 7 --> Subtitle B --)� Chapter III --)�Part 301 --). Subpart Title 7: Agriculture PART 301DOMESTIC QUARANTINE NOTICES Subpart—Asian Longhorned Beetle Contents §301.51-1 Definitions. §301.51-2 Regulated articles. §301.51-3 Quarantined areas. §301.51-4 Conditions governing the interstate movement of regulated articles from quarantined areas. §301.51-5 Issuance and cancellation of certificates and limited permits. §301.51-6 Compliance agreements and cancellation. §301.51-7 Assembly and inspection of regulated articles. §301.51-8 Attachment and disposition of certificates and limited permits. §301.51-9 Costs and charges. SOURCE: 62 FR 10416, Mar. 7, 1997, unless otherwise noted. §301.51-1 Definitions. Administrator. The Administrator, Animal and Plant Health Inspection Service, or any individual authorized to act for the Administrator. Animal and Plant Health Inspection Service (APHIS). The Animal and Plant Health Inspection Service of the United States Department of Agriculture. Asian longhorned beetle. The insect known as Asian longhorned beetle (Anoplophora glabripennis) in any stage of development. Certificate. A document which is issued for a regulated article by an inspector or by a person operating under a compliance agreement, and which represents that such article is eligible for interstate movement in accordance with §301.51-5(a). Compliance agreement. A written agreement between APHIS and a person engaged in growing, handling, or moving regulated articles that are moved interstate, in which the person agrees to comply with the provisions of this subpart and any conditions imposed under this subpart. Infestation. The presence of the Asian longhorned beetle in any life stage. Inspector. Any employee of the Animal and Plant Health Inspection Service, or other individual authorized by the Administrator to enforce the provisions of this subpart. Interstate. From any State into or through any other State. 84 Lexington Tree Management Manual Limited permit. A document in which an inspector affirms that the regulated article not eligible for a certificate is eligible for interstate movement only to a specified destination and in accordance with conditions specified on the permit. Moved (movement, move). Shipped, offered for shipment, received for transportation, transported, carried, or allowed to be moved, shipped, transported, or carried. Person. Any association, company, corporation, firm, individual, joint stock company, partnership, society, or any other legal entity. Quarantined area. Any State, or any portion of a State, listed in §301.51-3(c) of this subpart or otherwise designated as a quarantined area in accordance with §301.51-3(b) of this subpart. Regulated article. Any article listed in §301.51-2(a) of this subpart or otherwise designated as a regulated article in accordance with §301.51-2(b) of this subpart. State. The District of Columbia, Puerto Rico, the Northern Mariana Islands, or any State, territory, or possession of the United States. §301.51-2 Regulated articles. The following are regulated articles: (a) Firewood (all hardwood species), and green lumber and other material living, dead, cut, or fallen, inclusive of nursery stock, logs, stumps, roots, branches, and debris of half an inch or more in diameter of the following genera: Acer(maple), Aesculus (horse chestnut),Albizia (mimosa),Betula (birch), Cercidiphyllum (katsura), Fraxinus (ash),Koelreuter ia(golden rain tree), Platanus (sycamore), Populus (poplar), Salix (willow), Sorbus (mountain ash), and Ulmus (elm). (b) Any other article, product, or means of conveyance not covered by paragraph (a) of this section if an inspector determines that it presents a risk of spreading Asian longhorned beetle and notifies the person in possession of the article, product, or means of conveyance that it is subject to the restrictions of this subpart. [62 FR 10416, Mar. 7, 1997, as amended at 62 FR 60764,Nov. 13, 1997; 68 FR 26985, May 19, 2003; 75 FR 34322, June 17, 2010; 76 FR 52542, Aug. 23, 2011; 81 FR 39176, June 16, 2016] §301.51-3 Quarantined areas. (a) Except as otherwise provided in paragraph (b) of this section, the Administrator will list as a quarantined area in paragraph (c) of this section, each State or each portion of a State in which the Asian longhorned beetle has been found by an inspector, in which the Administrator has reason to believe that the Asian longhorned beetle is present, or that the Administrator considers necessary to regulate because of its inseparability for quarantine enforcement purposes from localities where Asian longhorned beetle has been found. Less than an entire State will be designated as a quarantined area only if the Administrator determines that: (1) The State has adopted and is enforcing restrictions on the intrastate movement of regulated articles that are equivalent to those imposed by this subpart on the interstate movement of regulated articles; and (2) The designation of less than an entire State as a quarantined area will be adequate to prevent the artificial interstate spread of the Asian longhorned beetle. 85 Lexington Tree Management Manual (b) The Administrator or an inspector may temporarily designate any nonquarantined area as a quarantined area in accordance with the criteria specified in paragraph (a) of this section. The Administrator will give written notice of this designation to the owner or person in possession of the nonquarantined area, or, in the case of publicly owned land, to the person responsible for the management of the nonquarantined area. Thereafter, the interstate movement of any regulated article from an area temporarily designated as a quarantined area is subject to this subpart. As soon as practicable, this area either will be added to the list of designated quarantined areas in paragraph (c) of this section, or the Administrator will terminate the designation. The owner or person in possession of, or, in the case of publicly owned land, the person responsible for the management of, an area for which the designation is terminated will be given written notice of the termination as soon as practicable. Editors Note: For purposes of relevance, all quarantine areas outside Massachusetts were omitted from the fourth print edition of the Tree Management Manual but included in the online edition. (c) The following areas are designated as quarantined areas: MASSACHUSETTS Worcester County. The portion of Worcester County, including portions or all of the municipalities of Worcester, Holden, West Boylston, Boylston, Auburn, and Shrewsbury that is bounded by a line starting at the intersection of Route 9 (Belmont Street) and the eastern boundary of the town of Shrewsbury; then follow the Shrewsbury town boundary northerly until the Boylston town boundary; then follow the entirety of the Boylston town boundary until it comes to the West Boylston town boundary on the Massachusetts Department of Conservation and Recreation Watershed property; then along the West Boylston town boundary until it intersects Manning Street; then southwest on Manning Street in Holden to Wachusett Street (Route 31); then south on Wachusett Street to Highland Street (still Route 31); then southwest on Highland Street to Main Street; then southeast on Main Street to Bailey Road; then south on Bailey Road to Chapin Road; then south on Chapin Road to its end; then continuing in a southeasterly direction to Fisher Road; then southwest on Fisher Road to Stonehouse Hill Road; then south on Stonehouse Hill Road to Reservoir Street; then southeast on Reservoir Street until it intersects the Worcester city boundary; turn south on Oxford Street to Auburn Street; then southeast on Auburn Street crossing under the Massachusetts Turnpike (I-90) and continuing southeast on Millbury Street; at the intersection of Washington Street, turn northeast and continue along Washington Street to the northern boundary of the Massachusetts Turnpike (I- 90); then east along the northern boundary of the Massachusetts Turnpike (I-90) to the Auburn town boundary; then follow the Auburn town boundary northerly to the Worcester city boundary; continue along the Worcester city boundary until the Shrewsbury town boundary; then follow the entirety of the Shrewsbury town boundary until the point of beginning. EDITORIAL NOTE. For FEDERAL REGISTER citations affecting §301.51-3, see the List of CFR Sections Affected, which appears in the Finding Aids section of the printed volume and at www.fdsys.gov. §301.51-4 Conditions governing the interstate movement of regulated articles from quarantined areas. 86 Lexington Tree Management Manual (a) Any regulated article may be moved interstate from a quarantined area only if moved under the following conditions: (1) With a certificate or limited permit issued and attached in accordance with §§301.51-5 and 301.51-8; (2) Without a certificate or limited permit if- (i) The regulated article is moved by the United States Department of Agriculture for experimental or scientific purposes; or (ii) The regulated article originates outside the quarantined area and is moved interstate through the quarantined area under the following conditions: (A) The points of origin and destination are indicated on a waybill accompanying the regulated article; and (B) The regulated article is moved through the quarantined area without stopping, or has been stored, packed, or handled at locations approved by an inspector as not posing a risk of infestation by Asian longhorned beetle; and (C) The article has not been combined or commingled with other articles so as to lose its individual identity. (b) When an inspector has probable cause to believe a person or means of conveyance is moving a regulated article interstate, the inspector is authorized to stop the person or means of conveyance to determine whether a regulated article is present and to inspect the regulated article. Articles found to be infected by an inspector, and articles not in compliance with the regulations in this subpart, may be seized, quarantined, treated, subjected to other remedial measures, destroyed, or otherwise disposed of. §301.51-5 Issuance and cancellation of certificates and limited permits. (a) An inspectors or person operating under a compliance agreement will issue a certificate for the interstate movement of a regulated article if he or she determines that the regulated article: innspectors are assigned to local offices of APHIS, which are listed in local telephone directories. Information concerning such local offices may also be obtained from the Animal and Plant Health Inspection Service,Plant Protection and Quarantine, Domestic and Emergency Operations, 4700 River Road Unit 134, Riverdale, Maryland 20737-1236. (1)(i)Is apparently free of Asian longhorned beetle in any stage of development, based on inspection of the regulated article; or (ii) Has been grown, produced, manufactured, stored, or handled in such a manner that, in the judgment of the inspector, the regulated article does not present a risk of spreading Asian longhorned beetle; and (2) Is to be moved in compliance with any additional conditions deemed necessary under section 414 of the Plant Protection Act (7 U.S.C. 7714)2 to prevent the artificial spread of the Asian longhorned beetle; and 2An inspector may hold, seize, quarantine, treat, apply other remedial measures to, destory, or otherwise dispose of plants,plant pests, or other articles in accordance with sections 414, 421, and 434 of the Plant Protection Act(7 U.S.C. 7714, 7731, and 7754). (3) Is eligible for unrestricted movement under all other Federal domestic plant quarantines and regulations applicable to the regulated articles. 87 Lexington Tree Management Manual (b) An inspector or a person operating under a compliance agreement will issue a limited permit for the interstate movement of a regulated article not eligible for a certificate if he or she determines that the regulated article: (1) Is to be moved interstate to a specified destination for specific processing, handling, or utilization (the destination and other conditions to be listed on the limited permit), and this interstate movement will not result in the spread of Asian longhorned beetle because Asian longhorned beetle will be destroyed by the specific processing, handling, or utilization;and (2) It is to be moved in compliance with any additional conditions that the Administrator may impose under section 414 of the Plant Protection Act(7 U.S.C. 7714) in order to prevent the spread of the Asian longhorned beetle; and (3) Is eligible for unrestricted movement under all other Federal domestic plant quarantines and regulations applicable to the regulated article. (c) An inspector shall issue blank certificates and limited permits to a person operating under a compliance agreement in accordance with §301.51-6 or authorize reproduction of the certificates or limited permits on shipping containers, or both, as requested by the person operating under the compliance agreement. These certificates and limited permits may then be completed and used, as needed, for the interstate movement of regulated articles that have met all of the requirements of paragraph(a) or(b), respectively, of this section. (d) Any certificate or limited permit may be canceled orally or in writing by an inspector whenever the inspector determines that the holder of the certificate or limited permit has not complied with this subpart or any conditions imposed under this subpart. If the cancellation is oral, the cancellation will become effective immediately, and the cancellation and the reasons for the cancellation will be confirmed in writing as soon as circumstances permit. Any person whose certificate or limited permit has been cancelled may appeal the decision in writing to the Administrator within 10 days after receiving the written cancellation notice. The appeal must state all of the facts and reasons that the person wants the Administrator to consider in deciding the appeal. A hearing may be held to resolve a conflict as to any material fact. Rules of practice for the hearing will be adopted by the Administrator. As soon as practicable, the Administrator will grant or deny the appeal, in writing, stating the reasons for the decision. [62 FR 10416, Mar. 7, 1997, as amended at 66 FR 21051, Apr. 27, 2001] §301.51-6 Compliance agreements and cancellation. (a) Persons engaged in growing, handling, or moving regulated articles interstate may enter into a compliance agreement3 if such persons review with an inspector each stipulation of the compliance agreement. Any person who enters into a compliance agreement with APHIS must agree to comply with the provisions of this subpart and any conditions imposed under this subpart. 3Compliance agreements may be initiated by contacting a local office of APHIS. The addresses and telephone numbers of local offices are listed in local telephone directories and may also be obtained from the Animal and Plant Health Inspection Service, Plant Protection and Quarantine, Domestic and Emergency Operations, 4700 River Road Unit 134, Riverdale, Maryland 20737-1236. (b) Any compliance agreement may be canceled orally or in writing by an inspector whenever the inspector determines that the person who has entered into the compliance agreement has not complied with this subpart or any conditions imposed under this subpart. If the cancellation is oral, the cancellation will become effective immediately, and the cancellation 88 Lexington Tree Management Manual and the reasons for the cancellation will be confirmed in writing as soon as circumstances permit. Any person whose compliance agreement has been cancelled may appeal the decision in writing to the Administrator within 10 days after receiving the written cancellation notice. The appeal must state all of the facts and reasons that the person wants the Administrator to consider in deciding the appeal. A hearing may be held to resolve a conflict as to any material fact. Rules of practice for the hearing will be adopted by the Administrator. As soon as practicable, the Administrator will grant or deny the appeal, in writing, stating the reasons for the decision. §301.51-7 Assembly and inspection of regulated articles. (a) Persons requiring certification or other services must request the services from an inspector4 at least 48 hours before the services are needed. 4See footnote 1 to §301.51-5. (b) The regulated articles must be assembled at the place and in the manner that the inspector designates as necessary to comply with this subpart. §301.51-8 Attachment and disposition of certificates and limited permits. (a) A regulated article must be plainly marked with the name and address of the consignor and the name and address of the consignee and must have the certificate or limited permit issued for the interstate movement of a regulated article securely attached at all times during interstate movement to: (1) The outside of the container encasing the regulated article; (2) The article itself, if it is not in a container; or (3) The consignee's copy of the accompanying waybill; Provided, that the description of the regulated article on the certificate or limited permit, and on the waybill, are sufficient to identify the regulated article; and (b) The carrier must furnish the certificate or limited permit authorizing interstate movement of a regulated article to the consignee at the destination of the shipment. §301.51-9 Costs and charges. The services of the inspector during normal business hours will be furnished without cost to persons requiring the services. The user will be responsible for all costs and charges arising from inspection and other services provided outside of normal business hours. 89 Lexington Tree Management Manual APPENDIX X EMERALD ASH BORER: INITIAL QUARANTINE ORDER FOR BERKSHIRE COUNTY htt ,'/massnrc or ests/linkedoocuments'FAB uarantineMarch2013, of[online: cited 23 July 2015] COMMONWEALTH OF MASSACHUSETTS EXECUTIVE OFFICE OF ENERGY AND ENVIRONMENTAL AFFAIRS DEPARTMENT OF CONSERVATION AND RECREATION ORDER To Suppress and Control Nuisance Conditions and Regulated Articles The Department of Conservation and Recreation (DCR)issues this Order in accordance with sections 8, 11 and 12 of Chapter 132 and section 1F of Chapter 132A of the Massachusetts General Laws. Background on the Emerald ash borer The Emerald ash borer (Agrilus planipennis) (EAB), a beetle native to Asia, is a destructive insect pest of all ash tree species (Fraxinus spp.). It attacks healthy ash trees, including the native white, green and brown ash. Additionally nursery stock, logs, green lumber, firewood, stumps, branches, and wood debris of a half an inch or more in diameter are subject to infestation. After 450 - 1000 growing degree days (GDD), adult EAB beetles emerge in the spring through "D" shaped exit holes, feed on ash tree foliage for a short period, mate, and then females will widely disperse and deposit eggs along tree trunks in cracks and bark crevices. After the eggs hatch, EAB larvae bore into the inner bark layer (cambium) of a host ash tree. Larvae go through four developmental stages (instars), and then excavate a pupal chamber in the outer sapwood where they overwinter as pre-pupae. EAB will then complete the growth cycle when they pupate to adults in the early spring and again emerge between 450 — 1000 (GDD). Emerald ash borer has the potential of killing infested trees in 3-5 years. A new generation of Emerald ash borer is produced each year. Spread of this invasive pest into the ash hardwood forests of the United States has already caused severe economic losses. In addition, urban and forest EAB infestations will result in environmental damage, aesthetic deterioration, and a reduction in public enjoyment of recreational spaces. Purpose of this Order An infestation of Emerald ash borer has been identified in the town of Dalton, Berkshire County, Massachusetts. As documented in other states with infestations of EAB, this invasive species can cause widespread ash tree mortality, cause great economic and environmental damage, and requires measures to suppress, control and eradicate its spread in any area of Massachusetts. NOW THEREFORE, THIS ORDER IS ISSUED ANI)ESTABLISHED, SUBJECT TO THE FOLLOWING TERMS, CONDITIONS AND RESTRICTIONS: 1. Affected Area. This Order applies to all public and private land in Berkshire County. 2. Quarantine Period. This Order is effective immediately and will remain in effect until rescinded or modified in writing by the Commissioner of DCR. 3. Regulated Articles means firewood (all hardwood species under 48" in length); green ash lumber and other material living, dead, cut, or fallen, inclusive of nursery stock, logs, roots, branches, and debris of half an inch or more in diameter of the following genera: Fraxinus (ash) all species; and also the Emerald ash borer beetle,regardless of developmental stage including its larvae,pupae or eggs. Any other article, product, or means of conveyance not covered by the preceding sentence shall be deemed a 90 Lexington Tree Management Manual Regulated Article, and subject to this Order, if the Commissioner of DCR, and his duly authorized agents or designees, acting subject to the provisions of Paragraph 8, determine that it presents a risk of spreading Emerald ash borer and notifies the Person in possession of the article, product, or means of conveyance that it is subject to the terms, conditions and restrictions of this Order. 4. Person means, without limitation, any agency, city or town, or political subdivision of the Commonwealth of Massachusetts or the Federal government, any state, public or private corporation or authority, any interstate body, foreign nation, individual, trust, firm, joint stock company, partnership, association or other entity, and any officer, employee, or agent of such person, and any natural person or group of persons. 5. No Person shall harvest, cut, move, carry,transport or ship (or authorize or allow anyother Person to do the same) Regulated Articles outside of the Affected Area during the Quarantine Period, unless specifically authorized in writing by the Commissioner of the Department of Conservation and Recreation. 6. The Commissioner of DCR, and his duly authorized agents or designees acting subject to the provisions of Paragraph 8, by the terms of this Order is authorized to make use of and require the use of all lawful means of suppressing and controlling Emerald ash borer (EAB) including removing or causing to be removed, and the destruction thereof, all Regulated Articles within the Affected Area that are, may be or have the potential to be infested or infected by EAB. 7. The Commissioner of DCR, and his duly authorized agents or designees acting subject to the provisions of Paragraph 8, by the terms of this Order is authorized to enter upon any land, including the Affected Area,to implement and conduct activities under this Order. 8. DCR is acting in cooperation with Massachusetts Department of Agricultural Resources MDAR) and Federal officials, specifically the United States Department of Agriculture and its Forest Service (USFS) and Animal and Plant Health Inspection Service (APHIS) to achieve the purposes of this Order. DCR may authorize, under separate agreements, DCR's duly authorized agents or designees, as identified in Paragraphs 6 and 7 above, including any municipal or Federal officials, including USFS and APHIS,to enter upon the Affected Area and undertake activities necessary for suppressing, controlling and monitoring the spread, including removing or causing to be removed, and the destruction thereof, all Regulated Articles within the Affected Area that are, may be or have the potential to be infested or infected by EAB. While DCR seeks to implement this Order to ensure eradication of EAB, DCR plans to do so in a reasonable manner, to the extent possible, to minimize impacts to private property. 9. Any Person who knowingly resists, obstructs or violates this Order may be punished, subject to a civil penalty to be assessed by DCR and/or other relief in accordance with Massachusetts law. March 1,2013 s/ Edward M. Lambert, J., Commissioner Department of Conservation and Recreation 251 Causeway Street, Suite 600 Boston, MA 02114 91 Lexington Tree Management Manual APPENDIX XI EMERALD ASH BORER: EXTENSION QUARANTINE ORDER THE ENTIRE STATE 11/26/14 COMMONWEALTH OF MASSACHUSETTS EXECUTIVE OFFICE OF ENERGY AND ENVIRONMENTAL AFFAIRS DEPARTMENT OF CONSERVATION AND RECREATION THIRD AMENDED ORDER To Suppress and Control Nuisance Conditions and Regulated Articles The Department of Conservation and Recreation(DCR)issues this Order in accordance with sections 8, 11 and 12 of Chapter 132 and section 1F of Chapter 132A of the Massachusetts General Laws. Background on the Emerald ash borer The Emerald ash borer (Agrilus planipennis) (EAB), a beetle native to Asia, is a destructive insect pest of all ash tree species (Fraxinus spp.). It attacks healthy ash trees, including the native white, green and brown ash.Additionally nursery stock,logs,green lumber, firewood,stumps,branches,and wood debris of a half an inch or more in diameter are subject to infestation. Between 450 -1000 growing degree days, adult EAB beetles emerge in the spring through "D" shaped exit holes, feed on ash tree foliage for a short period, mate, and then females will widely disperse and deposit eggs along tree trunks in cracks and bark crevices. After the eggs hatch, EAB larvae bore into the inner bark layer (cambium) of a host ash tree. Larvae go through four developmental stages (instars), and then excavate a pupal chamber in the outer sapwood where they overwinter as pre-pupae. EAB will then complete the growth cycle when they pupate to adults in the early spring and again emerge between 450 -1000 GDD. Emerald ash borer has the potential of killing infested trees in 3-5 years. A new generation of Emerald ash borer is produced each year. Spread of this invasive pest into the ash hardwood forests of the United States has already caused severe economic losses. In addition, urban and forest EAB infestations will result in environmental damage, aesthetic deterioration,and a reduction in public enjoyment of recreational spaces. Purpose of this Order An infestation of Emerald ash borer was identified in the town of North Andover, Essex County, Massachusetts and has now been identified in Boston, Suffolk County, Massachusetts. As documented in other states with infestations of EAB, this invasive species can cause widespread ash tree mortality, cause great economic and environmental damage, and requires measures to suppress, control and eradicate its spread in any area of Massachusetts. On March 1, 2013, DCR issued an Order to suppress and control the spread of EAB in any area of Berkshire County, Massachusetts, and on April 1, 2014, DCR issued a second amended order to suppress and control and eradicate EAB in any area of Essex County. DCR now issues this third amended order to include all of Massachusetts to the EAB Quarantine. This third amended order does not change or diminish any of the other terms, conditions or restrictions of any previous Order. NOW THEREFORE, THIS ORDER IS ISSUED AND ESTABLISHED, SUBJECT TO THE FOLLOWING TERMS, CONDITIONS AND RESTRICTIONS: 1. Affected Area. This Order applies to all public and private land in the Commonwealth of Massachusetts. 2. Quarantine Period. This Order is effective immediately and will remain in effect until rescinded or modified in writing by the Commissioner of DCR. 92 Lexington Tree Management Manual 3. Regulated Articles means firewood (all hardwood species under 48" in length); green ash lumber and other material living, dead, cut, or fallen, inclusive of nursery stock, logs, roots, branches, and debris of half an inch or more in diameter of the following genera: Praxinus (ash) all species; and also the Emerald ash borer beetle,regardless of developmental stage including its larvae,pupae or eggs. Any other article, product, or means of conveyance not covered by the preceding sentence shall be deemed a Regulated Article, and subject to this Order, if the Commissioner of DCR, and his duly authorized agents or designees, acting subject to the provisions of Paragraph 8, determine that it presents a risk of spreading Emerald ash borer and notifies the Person in possession of the article, product, or means of conveyance that it is subject to the terms, conditions and restrictions of this Order. 4. Person means, without limitation, any agency, city or town, or political subdivision of the Commonwealth of Massachusetts or the Federal government, any state, public or private corporation or authority, any interstate body, foreign nation, individual, trust, firm, joint stock company, partnership, association or other entity, and any officer, employee, or agent of such person, and any natural person or group of persons. 5. No Person shall harvest, cut, move, carry, transport or ship (or authorize or allow any other Person to do the same) Regulated Articles outside of the Affected Area during the Quarantine Period, unless specifically authorized in writing by the Commissioner of the Department of Conservation and Recreation. 6. The Commissioner of DCR, and his duly authorized agents or designees acting subject to the provisions of Paragraph 8, by the terms of this Order is authorized to make use of and require the use of all lawful means of suppressing and controlling Emerald ash borer (EAB) including removing or causing to be removed, and the destruction thereof, all Regulated Articles within the Affected Area that are, may be or have the potential to be infested or infected by EAB. 7. The Commissioner of DCR, and his duly authorized agents or designees acting subject to the provisions of Paragraph 8, by the terms of this Order is authorized to enter upon any land, including the Affected Area,to implement and conduct activities under this Order. 8. DCR is acting in cooperation with Massachusetts Department of Agricultural Resources MDAR) and Federal officials, specifically the United States Department of Agriculture and its Forest Service (USFS) and Animal and Plant Health Inspection Service (APHIS)to achieve the purposes of this Order. DCR may authorize, under separate agreements, DCR's duly authorized agents or designees, as identified in Paragraphs 6 and 7 above, including any municipal or Federal officials, including USFS and APHIS, to enter upon the Affected Area and undertake activities necessary for suppressing, controlling and monitoring the spread, including removing or causing to be removed, and the destruction thereof, all Regulated Articles within the Affected Area that are,may be or have the potential to be infested or infected by EAB. While DCR seeks to implement this Order to ensure eradication of EAB,DCR plans to do so in a reasonable manner,to the extent possible, to minimize impacts to private property. 9. Any Person who knowingly resists, obstructs or violates this Order may be punished, subject to a civil penalty to be assessed by DCR and/or other relief in accordance with Massachusetts law. Dated: November 26, 2014 Signed and Ordered By: John P. Murray, Commissioner Department of Conservation and Recreation 251 Causeway Street, Suit 600 Boston, MA 02114 http://massnrc.or�z/pests/linkeddocuments/EABQuarantineMarch20l3.pdf[online: cited 23 July 2015] 93 Lexington Tree Management Manual APPENDIX Xll ASIAN LONGHORN BEETLE: COMMONWEALTH QUARANTINE ORDERS FOR WORCESTER COUNTY WITH MAP: COMMONWEALTH OF MASSACHUSETTS EXECUTIVE OFFICE OF ENERGY AND ENVIRONMENTAL AFFAIRS DEPARTMENT OF CONSERVATION AND RECREATION ELEVENTH AMENDED ORDER To Suppress and Control Nuisance Conditions and Regulated Articles The Department of Conservation and Recreation(DCR)issues this Amended Order in accordance with sections 8, 11 and 12 of Chapter 132 and section 1F of Chapter 132A of the Massachusetts General Laws. Background on the Asian longhorned beetle The Asian longhorned beetle (ALB) (Anoplophora glabripennis), an insect native to China, Japan, Korea, and the Isle of Hainan, is a destructive pest of hardwood trees. It attacks many healthy hardwood trees, including maple, horse chestnut, birch, poplar, willow, and elm. In addition, nursery stock, logs, green lumber, firewood, stumps, roots, branches, and wood debris of a half an inch or more in diameter are subject to infestation. The beetle bores into the heartwood of a host tree, eventually killing the tree. Immature beetles bore into tree trunks and branches, causing heavy sap flow from wounds and sawdust accumulation at tree bases. They feed on, and over-winter in, the interiors of trees. Adult beetles emerge in the spring and summer months from round holes approximately three-eighths of an inch in diameter (about the size of a dime) that they bore through branches and trunks of trees. Afteremerging, adult beetles feed for 2 to 3 days and then mate. Adult females then lay eggs in oviposition sites that they make on the branches of trees. A new generation of ALB is produced each year. If this pest moves into the hardwood forests of the United States, the nursery, maple syrup, and forest product industries would experience severe economic losses. In addition, urban and forest ALB infestations will result in environmental damage, aesthetic deterioration, and a reduction in public enjoyment of recreational spaces. Purpose of this Order An infestation of ALB has been identified in areas of Worcester, Holden, West Boylston, Boylston and Shrewsbury,Worcester County, Massachusetts. An infestation of this invasive species can spread quickly, cause great economic and environmental damage, and requires measures to address its eradication. On August 8, 2008, DCR issued an Order to prevent the spread of ALB, suppress, control and eradicate ALB in any area of Worcester County and Massachusetts. On August 20,2008,DCR issued an Amended Order, amending the August 8, 2008 Order, for 2 reasons: (1) to cover new areas, in addition to the areas covered in the Order of August 8, as specified therein; and, (2) to make clear the specific types of trees, including firewood of any type of hardwood,that are covered by the Amended Order,rather than all types of trees,as specified in the August 8, 2008 Order. Other than covering additional land areas and specifically stating and limiting the types of tree species that are regulated in the affected area, the Amended Order did not change or diminish any of the terms, conditions and restrictions of the August 8, 2008 Order. On September 28, 2008, DCR issued a Second Amended Order, amending the August 20, 2008 Amended Order, solely to cover new areas in addition to the areas covered in the Amended Order. Likewise, on November 24, 2008, DCR issued a Third Amended Order, amending the Second Amended Order, once again, solely to cover new areas in addition to the areas covered in the Second Amended Order. On December 23, 2008, DCR issued a Fourth Amended Order, amending the Third Amended Order for the same sole reason to cover new areas in addition to the areas covered in the Third Amended Order. On August 3, 2009, DCR issued a Fifth Amended Order, amending the Fourth Amended Order, for the same sole reason to cover new areas in addition to the areas covered in the Fourth Amended Order, as specified 94 Lexington Tree Management Manual herein. On August 24, 2009, DCR issued a Sixth Amended Order, amending the Fifth Amended Order, for the sole reason of adding the genus Cercidiphyllum japonicum (Katsura) to the regulated articles stated in section 3 below.On September 24,2009,DCR issued a Seventh Amended Order solely to cover new areas in addition to the areas covered by the prior Amended Order.On July 20,2010,DCR issued an Eighth Amended Order solely to cover new areas in addition to the areas covered by the prior Amended Order. On September 21,2010,DCR issued a Ninth Amended Order solely to cover new areas in addition to the areas covered by the prior Amended Order. On May 9,2010,DCR issued a Tenth Amended Order for the following reasons: (1)to cover new areas in addition to the areas covered by the prior Amended Order and(2)to add the genus Koelreuteria spp. (golden rain tree)to the regulated articles stated in section 3., below. DCR now issues this Eleventh Amended Order amending the Tenth Amended Order solely to cover new areas in addition to the areas covered by the prior Amended Order.This Eleventh Amended Order does not change or diminish any of the other terms, conditions and restrictions of the Tenth Amended Order or the Commissioner's Directive, which shall be applicable to all areas covered by this Eleventh Amended Order. NOW THEREFORE, THIS ORDER IS ISSUED ANI) ESTABLISHED, SUBJECT TO THE FOLLOWING TERMS, CONDITIONS AND RESTRICTIONS: 1. Affected Area. This Order applies to all public and private land shown on the attached plan. 2. Quarantine Period. This Order is effective immediately and will remain in effect until rescinded or modified in writing by the Commissioner of DCR. 3. Regulated Articles. means firewood (all hardwood species); green lumber and other material living, dead, cut, or fallen, inclusive of nursery stock, logs, roots, branches, and debris of half an inch or more in diameter of the following genera: Acer (maple), Aesculus (horse chestnut), Albizia (mimosa), Betula(birch), Celtis (hackberry), Fraxinus (ash), Plantanus (sycamore),Populus (poplar), Salix (willow), Sorbus (mountain ash), U/mus (elm), Cercidiphyllum japonicum (Katsura), and Koelreuteria spp. (golden rain tree); and also the Asian longhomed beetle, its larvae or eggs. Any other article,product, or means of conveyance not covered by the preceding sentence shall be deemed a Regulated Article, and subject to this Order,if the Commissioner of DCR, and his duly authorized agents or designees, acting subject to the provisions of Paragraph 8, determine that it presents a risk of spreading Asian Longhorned Beetle and notifies the Person in possession of the article, product, or means of conveyance that it is subject to the terms, conditions and restrictions of this Order. 4. Person means any agency, city or town, or political subdivision of the Commonwealth of Massachusetts or the Federal government, any state, public or private corporation or authority, any interstate body, foreign nation, individual, trust, firm, joint stock company, partnership, association or other entity, and any officer, employee, or agent of such person, and any group of persons. 5. No Person shall harvest,cut, move, carry,transport or ship (or authorize or allow any other Person to do the same) Regulated Articles within or outside of the Affected Area during the Quarantine Period, unless specifically authorized in writing by the Commissioner of the Department of Conservation and Recreation. 6. The Commissioner of DCR, and his duly authorized agents or designees acting subject to the provisions of Paragraph 8, by the terms of this Order is authorized to make use of and require the use of all lawful means of suppressing, controlling and eradicating ALB, including affixing signs to and removing or causing to be removed, and the destruction thereof, all Regulated Articles within the Affected Area that are,may be or have the potential to be infested or infected by ALB. 7. The Commissioner of DCR, and his duly authorized agents or designees acting subject to the provisions of Paragraph 8, by the terms of this Order is authorized to enter upon any land, including the Affected Area, to implement and conduct activities under this Order. 95 Lexington Tree Management Manual 8. DCR is acting in cooperation with state and Federal officials, specifically the United States Department of Agriculture and its Animal and Plant Health Inspection Service (APHIS), and the City of Worcester to achieve the purposes of this Order. DCR may authorize, under separate agreements, DCR's duly authorized agents or designees, as identified in Paragraphs 6 and 7 above,including any municipal or Federal officials, including APHIS,to enter upon the Affected Area and undertake activities necessary for suppressing, controlling and eradicating ALB, including removing or causing to be removed, and the destruction thereof, all Regulated Articles within the Affected Area that are, may be or have the potential to be infested or infected by ALB. While DCR seeks to implement this Order to ensure eradication of ALB, DCR plans to do so in a reasonable manner, to the extent possible, to minimize impacts to private property. 9. Any Person who knowingly resists, obstructs or violates this Order may be punished in accordance with Massachusetts law. Dated: October 17,2011 Signed and Ordered By: Edward M. Lambert Jr., Commissioner Department of Conservation and Recreation 251 Causeway Street, Suite 600 Boston, MA 02114 96 Lexington Tree Management Manual STERLING PRINCETON C41NTON 1 r �~,oS ;tt9 BERLIN HOLDEN WEST BOYLS/TO iwaonuearr sr � N BOYLSTON l oi.�sr fa1j.,„•,', �� �,,� .� 12 a NORTHBOROUGH 2 elf } SHREWSBURY z2 r 13� / 191-....� 1 ... ... .�....... -.. u z WORCESTER i22"t22 a�.an WEST- BOROUGH (/ 7 LEICESTER �t 22 e tzz "` GRAFTON ii �y d ( " t MILLBURY AUBURN � � ,azTzl "il ".,,•` F 2,R ray t��, ff / r , Regulated Area Regulated Area to Suppress and Control the Asian Longhorned Beetle Lakes and Ponds OTown Boundary October 17,2011 N do r ----Interstate r-i--rr1 nn�,n�ubuszrn —U.S.Highway 0 0.5 1 Mile -----State Route Non-numbered route 97 Lexington Tree Management Manual APPENDIX XIII ASIAN LONGHORN BEETLE: COMMONWEALTH QUARANTINE ORDERS FOR BOSTON AND BROOKLINE: COMMONWEALTH OF MASSACHUSETTS EXECUTIVE OFFICE OF ENERGY AND ENVIRONMENTAL AFFAIRS DEPARTMENT OF CONSERVATION AND RECREATION ORDER TO Suppress and Control Nuisance Conditions and Regulated Articles Within the City of Boston, Suffolk County, and the Town of Brookline,Norfolk County,Massachusetts The Department of Conservation and Recreation and its Bureau of Forestry (DCR) issues this Quarantine Order in accordance with sections 8, 11 and 12 of Chapter 132 and section IF of Chapter 132A of the Massachusetts General Laws. Background on the Asian longhorned beetle The Asian longhorned beetle (ALB) (Anoplophora glabripennis), an insect native to China, Japan, Korea, and the Isle of Hainan, is a destructive pest of hardwood trees. It attacks many healthy hardwood trees, including maple, horse chestnut, birch, poplar, willow, and elm. In addition, nursery stock, logs, green lumber, firewood, stumps, roots, branches, and wood debris of a half an inch or more in diameter are subject to infestation. The beetle bores into the heartwood of a host tree, eventually killing the tree. Immature beetles bore into tree trunks and branches, causing heavy sap flow from wounds and sawdust accumulation at tree bases. They feed on, and over-winter in, the interiors of trees. Adult beetles emerge in the spring and summer months from round holes approximately three-eighths of an inch in diameter (about the size of a dime) that they bore through branches and trunks of trees. After emerging, adult beetles feed for 2 to 3 days and then mate. Adult females then lay eggs in oviposition sites that they make on the branches of trees. A new generation of ALB is produced each year. If this pest moves into the hardwood forests of the United States, the nursery, maple syrup, and forest product industries would experience severe economic losses. In addition, urban and forest ALB infestations will result in environmental damage, aesthetic deterioration, and a reduction in public enjoyment of recreational spaces. Purpose of this Quarantine Order An infestation of ALB has been identified in an area of the City of Boston, Suffolk County, and the Town of Brookline, Norfolk County, Massachusetts. An infestation of this invasive species can spread quickly, cause great economic and environmental damage, and requires measures to address its eradication. The purpose of this Order is to prevent the spread of ALB, suppress, control and eradicate ALB in any area of Massachusetts. NOW THEREFORE, THIS ORDER IS HEREBY ESTABLISHED, SUBJECT TO THE FOLLOWING TERMS, CONDITIONS AND RESTRICTIONS: 1. Affected Area. This Order applies to all public and private land shown on the attached plan. 2. Regulated Period. This Order is effective immediately and will remain in effect until rescinded or modified in writing by the Commissioner of DCR. 3. Regulated Articles means firewood (all hardwood species); green lumber and other material living, dead, cut, or fallen, inclusive of nursery stock, logs, roots, branches, and debris of half an inch or 98 Lexington Tree Management Manual more in diameter of the following genera: Acer (maple), Aesculus (horse chestnut), Albizia (mimosa), Betula(birch), Celtis (hackberry),Fraxinus (ash),Plantanus (sycamore),Populus (poplar), Salix (willow), Sorbus (mountain ash), U/mus (elm), and Cercidiphyllum japonicum (Katsura); and also the Asian longhorned beetle, its larvae or eggs. Any other article, product, or means of conveyance not covered by the preceding sentence shall be deemed a Regulated Article, and subject to this Order, if the Commissioner of DCR, and his duly authorized agents or designees, acting subject to the provisions of Paragraph 8, determine that it presents a risk of spreading Asian Longhorned Beetle and notifies the Person in possession of the article, product, or means of conveyance that it is subject to the terms, conditions and restrictions of this Order. 4. Person means any agency, City or town, or political subdivision of the Commonwealth of Massachusetts or the Federal government, any state, public or private corporation or authority, any interstate body, foreign nation, individual, trust, firm, joint stock company, partnership, association or other entity, and any officer, employee, or agent of such person, and any group of persons. 5. No Person shall harvest, cut,move, carry, transport or ship (or authorize or allow any other Person to do the same) Regulated Articles within or outside of the Affected Area during the Regulated Period, unless specifically authorized in writing by the Commissioner of the Department of Conservation and Recreation. 6. The Commissioner of DCR, and his duly authorized agents or designees acting subject to the provisions of Paragraph 8, by the terms of this Order is authorized to make use of and require the use of all lawful means of suppressing, controlling and eradicating ALB, including affixing signs to and removing or causing to be removed, and the destruction thereof, all Regulated Articles within the Affected Area that are,may be or have the potential to be infested or infected by ALB. 7. The Commissioner of DCR, and his duly authorized agents or designees acting subject to the provisions of Paragraph 8, by the terms of this Order is authorized to enter upon any land, including the Affected Area,to implement and conduct activities under this Order. 8. DCR is acting in cooperation with state and Federal officials, specifically the United States Department of Agriculture and its Animal and Plant Health Inspection Service (APHIS), and the City of Boston and the Town of Brookline to achieve the purposes of this Order. DCR may authorize, under separate agreements, DCR's duly authorized agents or designees, as identified in Paragraphs 6 and 7 above, including municipal officials or Federal officials, such as APHIS, to enter upon the Affected Area and undertake activities necessary for suppressing, controlling and eradicating ALB, including removing or causing to be removed and the destruction thereof of all Regulated Articles within the Affected Area that are, may be or have the potential to be infested or infected by ALB. While DCR seeks to implement this Order to ensure eradication of ALB, DCR plans to do so in a reasonable manner, to the extent possible,to minimize impacts to private property. 9. Any Person who knowingly resists, obstructs or violates this Order may be punished or subject to a civil penalty in accordance with Massachusetts law. Dated: July 6,2010 Signed and Ordered By: Richard K. Sullivan,Jr., Commissioner Department of Conservation and Recreation 251 Causeway Street, Suite 600 Boston, MA 02114 99 Lexington Tree Management Manual The best time to plant a tree is twenty years ago. The next best time is now. Chinese Proverb 100 Lexington Tree Management Manual Town of Lexington, Massachusetts TREE MANAGEMENT MANUAL Fourth Edition 2020 Town of Lexington Tree Committee ............................................................................................................................................................................................................................................................................................................................................................................................................ C6nannnges fronna "' edifiiam are de,,,ignnatcd ciitheir by fired text, or by a red inotaticrn"new to 4"'edition" Aii by eriiriks arc new to 41h edition. Funds for the 1st Edition donated by The Lexington Field and Garden Club (LFGC) The Massachusetts Department of Conservation and Recreation(DCR) 2003 Urban Forest Planning and Education Grant Funds for the 2nd, 3rd, & 4th Editions donated by Lexington Tree Fund and Lexington Forestry Division Graphics by Bruce Walker tt '// w br c cc wql�e .com1 Published by Town of Lexington 1st Edition, 2003; 2nd Edition, 2009; 3rd Edition, 2012; 4th Edition, 2020. Subject to periodic updates as warranted. Please consult the Tree Committee or the Town of Lexington websites for revisions at fittp-//www.lexirigtonma.gov/tree.-committee COPYRIGHT NOTICE The Lexington Tree Committee (LTC) hereby grants permission to reproduce and disseminate portions of the Lexington Tree Management Manual for non-commercial purposes provided that the LTC and the graphic artist are credited, and distribution is not for profit. LTC © 2020 Lexington Tree Management Manual Dedications new to 4"' edition. With gratitude, the Lexington Tree Committee dedicates this fourth edition of the Lexington Tree Management Manual to NELL WALKER 1934-2017 I �r �a n6 Member of the 1991 Ad Hoc Tree Committee, which advocated for over a decade to form the Lexington Tree Committee Member of the Lexington Ad Hoc Tree Bylaw Committee, which wrote Lexington's first tree bylaw in 2000 Member of the Lexington Tree Committee from its inception in 2001 until her retirement in 2014 ii Lexington Tree Management Manual With gratitude, the Lexington Tree Committee dedicates this fourth edition of the Lexington Tree Management Manual to JOHN FREY 1930-2020 fell yTil� r ii Mni'q'7hti ril -� , il�ll(fiirr, �// gym, u4 i 1 G l Member of the 1991 Ad Hoc Tree Committee, which advocated for over a decade to form the Lexington Tree Committee Member of the Lexington Ad Hoc Tree Bylaw Committee, which wrote Lexington's first tree bylaw in 2000 Chair of the Lexington Tree Committee from its inception in 2001 until his retirement in 2018 Awarded the Minuteman Cane Award in 2015 iii Lexington Tree Management Manual Preface new to 4"' edition. PREFACE In 2014 the Lexington Director of Public Works and the Lexington Superintendent of Public Grounds and Tree Warden requested information about the Emerald ash borer(EAB) and Asian longhorn beetle(ALB) be added to the fourth edition of Tree Management Manual. All previous editions of the Manual had dealt only with trees: their growth, care and protection. The advent of two invasive insects in Massachusetts, ALB in 2008 and EAB in 2012, each of which has the potential of destroying major hardwood tree species across the state and into the northern forests, influenced the decision to add chapters on these two insects to the Manual. It required a focused study of the entomology of both insects; their life cycles, which trees they favor and how they colonize. It included the history of how they arrived on our shores, what measures humans are using to control them, quarantines, different choices communities made in response when there was an infestation, and research being done on new control methods. The Commonwealth of Massachusetts and Federal government both have controlling legislation that gives communities the legal backing to fight these insects. These expanded and enriched the Manual. The entire Commonwealth of Massachusetts has been quarantined for EAB since 2015. The greater Worcester area has been quarantined for ALB since August 2008. The Boston Brookline area quarantine for ALB began in 2010 and ended 2014. To be in quarantine means that infected trees and wood of any part of those trees is not allowed beyond the boundary of the quarantine zone unless the wood is chipped into pieces small enough to destroy the beetle larvae. Firewood from a quarantine zone may not be moved to a non-quarantine zone. The fourth edition of the Tree Management Manual has web addresses in sections and references. It has an expanded list of Recommended Trees. We hope you find the Manual useful and enjoyable. The Editors John W. Frey Anne Senning iv Lexington Tree Management Manual Town of Lexington, Massachusetts TREE MANAGEMENT MANUAL TABLE OF CONTENTS Section Page I PURPOSE 1 II GOALS 1 III ENABLING LEGISLATION 2 A. TOWN STATUTES APPLYING TO TREES 2 B. STATE STATUTES APPLYING TO TREES 2 C. S-..IA,..I'E S,..I'A'I"I.:JTES 2 D. I EDE .A.I... STATIJTES APPLYING TO INVASIVE INSECTS 2 IV JURISDICTION OF TOWN BOARDS AND DEPARTMENTS 3 A. JURISDICTIONS 3 B. TREE REMOVAL— STATUTES (including Itights Air Pcsjhons l',-iili�des Regarding 4 Nengliibors" "I're cs) C. DONATING TREES TO THE TOWN 6 V TREE PLANTING 8 A. TREE SELECTION 8 B. LISTS OF RECOMMENDED TREES (CHARTS) 11 C. PUBLIC TREE SITE SELECTION 20 D. PUBLIC TREE PLANTING 20 E. PRIORITIES FOR TREE PLANTING LOCATIONS 21 F. SETBACK PLANTING ON PRIVATE PROPERTY 21 G. SPACING OF STREET TREES 22 VI PLANTING GUIDELINES 24 A. SITE PREPARATION 24 B. PLANTING DIRECTIONS FOR BALLED AND BURLAPED TREES 27 C. PLANTING Dl1Z '(.,T1ONS FOR BARF ROOT I'IZEE'S 29 VII MAINTENANCE SPECIFICATIONS FOR PRUNING 31 A. GENERAL REQUIREMENTS FOR PROPERTY OWNERS/PRV. CONTRACTORS 31 B. ADDITIONAL REQUIREMENTS FOR PROFESSIONALS 35 C. AUTHORIZED TYPES OF TREE PRUNING 35 VIII TREE PROTECTION DURING CONSTRUCTION 36 A. GENERAL GOAL OF SAVING LIVING TREES 36 B. PROTECTION REQUIREMENTS FOR EXISTING TREES 38 IX INVASIVE PLANT SPECIES—IMPACT ON PUBLIC LANDS 43 A. DEFINITION,MASSACHUSSETTS INVASIVE PLANT ADVISORY GROUP 43 B.INVASIVE PLANTS ON LEXINGTON LANDS (CHART) 44 C. ENVIRONMENTAL RISKS OF INVASIVE PLANTS 45 v Lexington Tree Management Manual TABLE OF CONTENTS Section Page X INVA.SIVI," INSECTS . EVIERAIA) ASH BORER 46 A,, I,1'MF1RAI...,D ASH BORER IN MASSACHUSFITTS 46 B. RE(.20MMITINDATIONS FOR IIANr)I,IN(-.', INFE(TITID ASIUMFIES AND WOOD 46 C'. LEXINGTON DEPARTNILNTOF PUBLIC, WORKS ASITTREE POLICY 47 D. WORKS CTTED 48 X1 INVASIVE INSECTS . ASIAN LONGHORN 1113EETLE 48 A. ASIAN I..,0NGIi0R1N B1E1[.111'11...,1E M ASSACII IUS[."'11"I'S OVERVIEW AND HISTOIRY 49 B. (.,'I.JRREN'I' Di;",rF,,(.,'I,ii(,)NS 50 C. MASSACHUSETTS A.I...,B C00PER.A.TIVE ERADICATION PROGRAM 50 D. WORKS CITED 51 X11 ASIAN LONG1111ORN BEKTLE .GR1114,ATER WORCESTER 2008 2014 51 A. GREATER W0RCI1,'STI,1'R LARGEST ALB OUTBREAK IN NORTH AMERICA 51 B, QUARANTINF, ZONE 52 C. SURVEY METHOD 52 D. ('11EMICAL 'T TEA.-FIVILXF 52 F'. RFPLANTING 52 F. CONTINUING SURVFYS 53 G, P11FROMONFITRAPS 53 II. WORKS CITED 55 X111 ASIAN 1.,,,ONG HORN BE ETI...E . 1i'AI.J1...,KNI+.RIIOSIII'I'A1.., GROI..)NI)S2010 2014 55 A.- INIIIA.I.., DISCOVERY 55 13, EVAI.AJATION OFASIAN I.0NGH0R.N BITJI.A.," AND RED MAPI...+'.S 56 C. BOSTON AND BROOKLINE FRADICATION PROGRAMS 56 D, WORKS CITED 58 XIV ASIAN LONGHORN BEETLE . LEXINGTON POIACY 60 A., DISCOVERY 60 13. SURVFY AND Ql..JARAN,rlNl,' 60 (,',. f,"RA.DICA,rll()N OPTIONS 60 1). PUBLIC NOTICE 60 E. RESID ENT 60 Xv SOURCE MATERIAL 61 A. PRINTED PUBLICATIONS 61 B. WEBSITES 6/11/19 62 XVI PUBLICATION INFORMATION 63 vi Lexington Tree Management Manual APPENDICES Page APPENDIX I TREE BYLAW, TOWN OF LEXINGTON 64 htlpn //ecode360.co m/1.0535335. APPENDIX II Massachusetts General Laws CHAPTER 87. SHADE TREES 70 N!.P. //rmalgLzi!ilaataare g"Slv/l,a w Gencrall aws/ParUl/1` tlleXtV/C InaptTer 7_ APPENDIX III Massachusetts General Laws CHAPTER 40. SECTION 15C. SCENIC 74 ROADS htt:p.�./lrm2glr=; nsnAtgl� gok,/taw /G rig ira�T. sws/Par'tQ/l'itleV11/C ha�tc_ O/Section I S.C_. APPENDIX IY Massachusetts General Laws CIIAPrl'ER 132. I+'OREST'IIY SECTION 8. 75 Entry on land to control and suppress prnuhlllic nuisances fdaalaa> //ru a 11 iisll_ttulii� �:�_/_l v b/_ua rr cxall.J�aws//P aiit,l/T� tVcXI_ /C Ilu�pa(LE Z a�,Cion�. . APPENDIX.V Massachusetts General Laws CHAPTER 132. FORESTRY SECrl,ION 11. 76 Suppression of moths,catem rlllmffiars,worms and beetles and any invasive plant or animal species; rules an01 regulations; contracts; studies for control or pmuhlic nuisances; annual irecommendations 3-v/l ew-s/Cja,raeraIIIC yaws/P rtl/>('it eXI /C ha�ta3 p 32/i>auctnertn.i.--- APPENDIX VI Massachusetts General Laws C lIAIIE"rIT➢F)R 132. IaORESTII[ YSE:C TION 12. 77 Inteirterence with suppression emir eradication of Asian Illmnnghorinetl beetle,oak wilt or any public nuisance, penalties; injunctive irelief Ia4:.pro //man3ll awyp atgarq_a i aa�/➢:,a�vs/t iiaa a pl_.,3 w /1 _tl/I ro � 1 _°tm Pter 1132/SLction 1I 2 APPENDIX VII Massachusetts General Laws CHAPTER ER 132A.. STATE RECREATION 78 AREAS OUTSIDE OF THE METRCII"C1IATAN PARKS DISTRICT" SECTION 1F.Duties of bureau of forestry lnt Hnga IIetesp a u3e mav/ aawro/C. em�n mll,lw /1 K3 tl/1 nhq_a 1 1C=than pe,ir1.32 /Secfl,on tF APPENDIX Vill U.S. CODE OF FEDERAL REGULATIONS (CFR) 79 TITLE 7-AGRICULTURE PART 301 DOMESTIC, QUARE'NT INE NOTICES EMERALD ,A.SII BORER t3_htpy'//wvvw.ecQu_.p. / i brn/ivtriievell t 1 >CC:'g'p 11�s'r,S111 i�ibeb9336d8b9Oa8225b'71966)�_567b l<Ci zty lltp.S�✓6➢_, APPENDIX IX U.S. CODE OF FEDERAL pCIEtwI.LAIIONS (CER) 84 TITLE 7aAGRIC"I)LTtJRE PART 301 DOME TIC..` QUARENTINE N0'I'IC ES ASIA.N I...,ONGIIORN BEETLE 113Apa ZAnv klw_3°oniepp edit/c1r/text/7 peal 3pl(/53ul)�nart_.I.iner5Lgt:- c frn_ blkua, .. 3-a p It t a pm__atlas g.r APPENDIX X Emerald Ash Borer- Initiall. Quairaintine Order 1'mmr Berkshire County 90 htt.m://mumamssnrc„mnr"/ eats/linIDmeaLmmcunments/EABf uanrantineMareh2013..df APPENDIX XI Emerald Ash Borer- Extension Quarantine t::lrcler the enflire,state:: 11/26/14 92 htt a/!mwmassnrc.mmr"�/ eats/p.inkm llmlancunmants/EAB3rmlAmnmen( ed0rmle.r. df APPENDIX X1l Asian Lonighorn beetle: Commonwealth Quarantine orders for Worcester 94 County with Map: ht:@ ,�/mmmassnrcwamr /mests�aallmCUamcs�Asiaamwl...mmn hmmrneCtlC1raJUer7.6,11.1. mll" APPENDIX Xlll Asian 1,on hmmrn beetle: Commonwealth Quarantine orders for Boston and 98 Brookline: htt sm/Pnmassnrc.mmr�/ estsla]llh amcs/AsianEmnn�harornemlOr er"i.6m 0m iNf vii Lexington Tree Management Manual LIST OF ILLUSTRATIONS Page FIGURE 1 Tree Bylaw Setback Area for Residential Properties 7 FIGURE 2 Select Trees According to the Site 9 FIGURE 3 Trunk Girdling Roots 10 FIGURE 4 ➢[..,e,sington Tree Committee Planting Program Setback Area 23 FIGURE 5 Street Treeway 25 FIGURE 6 Balled and Burlapped Tree Planting Guidelines 26 FIGURE 7 Bare Root Tree PNnting(.11l midelines 28 FIGURE 8 Correct Use of Mulch 30 FIGURE 9 Tree Pruning Crimes 32 FIGURE 10 Where to Cut Branches 33 FIGURE 11 Avoid Bark Wounds 34 FIGURE 12 Design to Save Specimen Trees 37 FIGURE 13 Protecting Trees During Construction 39 FIGURE 14 Tunneling Under Root Zone 41 FIGURE 15 Grade Change Guidelines 42 PIItI'lll'O I Emerald Asli Borer, Enlarged & Actual Sizes 46 PHOTO 2 Asian I..aonghorn Beetle, Enlarged & Actiauai Sipes 48 PHOTO 3 .Asian Longhorn Beetle Chewing An Egg Site 50 MAP I Math): Asian Longhorn Beetle Infestation, Greater Worcester,MA 54 MAP 2 Mallp® Asian Longhorn Beetle Infestation,Boston, Brookline,MA 57 Swrie f gi,ures thiat appear in 3'd edition llinnve been rc nuairnbered and posy fiencd dili lei-eunl7 in 4""is do ion. viii Lexington Tree Management Manual I PURPOSE In April 2001, the Lexington Town Meeting approved a Tree Bylaw (Part 1 - General Bylaws, Chapter 120, TREES),which gave increased protection to the town's living infrastructure. The bylaw affects trees on public land and, in certain cases, trees on portions of private property. From time to time the Tree Committee, Town Meeting and the Selectmen modify this bylaw. Please refer to the Town website (Code of the Town of Lexington,MA, Part I-Chapter 120, TREES,Page 64) or help-://e.co.de3.60.co..rru/1 053 335. for latest revisions. This Tree Management Manual will be used as the standard for tree planting, maintenance and protection in the Town. § 120-15 Tree Management Manual. [Added 4-4-2007 ATM by Art. 13] (Code of the Town of Lexington,MA, Part I-Chapter 120, TREES, Page 64)or htips://Ccode3-6O.com/10535-335 Its purpose is to set forth details of current standards and practices for arboriculture and shall apply to work done by town employees, developers, builders, contractors and private individuals. The Tree Committee reviews and updates the Manual periodically. II GOALS A. TOWN OF LEXINGTON GOALS 1. To encourage both professionals and amateurs to plant and maintain trees correctly. 2. To achieve close cooperation between the Tree Warden, all town departments,private developers and utility companies on matters that affect Lexington's trees. 3. To maintain a tree-by-tree inventory on public land with information about location, species, size and health of each tree as well as potential tree hazards in a database which will be integrated into the Town's GIS database that can be updated on a regular basis. This database shall be the foundation for Department of Public Works, Public Grounds Division planting, maintenance and management plans. 4. To replace trees lost during the preceding year on at least a one-for-one basis. 5. To submit an annual budget for planting replacement trees. 6. To encourage the planting of hardy native trees within the street right of way, on town conservation lands, parks, and other public spaces. 7. To encourage private funding as a supplement to the tree budget. 8. To institute a town-wide tree education program about tree diseases such as Asian Longhorn Beetle and Emerald Ash Borer in newspaper articles, web postings, and inserts in town-wide mailings. To enhance this education program with publicity at events such as Arbor Day, and to liaison with school curricular development. 9. To rnainWri and 4icreasa;the tree canopy w4h the goal of 4icreasin,g cH nate resnpnenee. 461 .... kelp......:p ov e a ..:laweans (mrce......:1t ,,tweet trees b.y-deva ling—a car�nt Ntirrse i(-rri servaticm t 7wwn rs .a...:tardr kra a#c a# ;n vaf pa n p as aF 1 Lexington Tree Management Manual III ENABLING LEGISLATION The following provisions of law regulate and affect public trees in Lexington, and set forth the duties of the Tree Warden: A. TOWN STATUTE APPLYING TO TREES 1. Code of the Town of Lexington, MA,Part I—General Bylaws, Chapter 120, TREES (See Appendix I, Page 64).httpr.// c rde36.0..c(.pn7/1.05353.35 B. STATE STATUTES APPLYING TO TREES 1. Massachusetts General Laws, Chapter 87, (Shade Trees) Sections 1-14 (See Appendix 1I, Page 70). http�://male uslatur gape/1,aT!sX'eineraILdews/Partl/TitleXIV/Chapter 7 2. Massachusetts General Laws, Chapter 40, (Scenic Roads) Section 15 C(See Appendix 111, Page 74) httpr ;//nn_tc;�i�labur . ;�ry d,aw /Co tic raft: �vs/l ll_tQ/Ii_tlevu/ch,a�rt n_ (/S c to ri l3.c C', D new to 1" edition. The following provisions of law regulate the health of trees in Lexington in relation to Asian longhorn beetle and Emerald ash borer, and set forth duties of Tree Warden in relation to attacks by either insect: C. STATE STATUTES APPLYING TO INVASIVE INSECTS 1. Massachusetts General Laws CHAPTER 132, (Forestry) SECTION 8 (See Appendix IV,Page 75).https.//emAegns0_aturre.gwv/t aws/Ge,tier alL a w_s/P Ertl/Title I_X/C'hapterl32/Sectiorrg 2. Massachusetts General Laws CHAPTER 132, (Forestry) SECTION I I(See Appendix V,Page 76). Ch_4p,,_://tnalegistature.gov/IL a_ws/Cps neraI IC airs/ll rtl/'Q itlleXlX/C ha otern 2/Sec i_onI.1.- 3. Massachusetts General Laws, Chapter 132, (Forestry) Sections 12 (See Appendix VI, Page 77).http,./Z anrrgtggrs�_atur =gov/Q rws/Cienc�rall.aws/Partl/Tit1e.X_tX/C_haprter t.32/Sea tion�12 4. Massachusetts General Laws,Chapter 132A, (State Recreation Areas Outside Of The Metropolitan Parks District) Section 1F (See Appendix VII,Page 78).._ puttps;//araa e t pataur ,. a>v/l .a.ws/Gen.crap[.,t.w.,/PtlrtlfllrtpeX_QX/C bap erl.1.21�/Sectiatill" D. FEDERAL STATUTES APPLYING TO INVASIVE INSECTS 1. U.S. CODE OF FEDERAL REGULATIONS(CFR) TITLE 7:AGRICULTURE PART 301 —DOMESTIC QUARENTINE NOTICES EMERALD ASH BORER(See Appendix VIII,Page 79). hrttj'rs,L ww.law.come!edGu/stir/text/7/ctt�r�tc a_1ll 2. U.S. CODE OF FEDERAL REGULATIONS(CFR) TITLE 7:AGRICULTURE PART 301 —DOMESTIC QUARENTINE NOTICES ASIAN LONGHORN BEETLE(See Appendix 1X,Page 84) puttp :Z/vJ ywrv,_taw.coriiell_edi.j/cfr/test/7/mart_ aD ! 2 Lexington Tree Management Manual IV JURISDICTION OF TOWN BOARDS AND DEPARTMENTS A. JURISDICTIONS 1. Department of Public Works,Public Grounds Division The Superintendent of Public Grounds (the Tree Warden) shall be responsible for all public trees in Lexington. This Division shall initiate and supervise the selection, planting and maintenance of most of the town's street trees and setback trees. (See Lexington Tree Bylaw, §120-5, Appendix I, Page 64), htfp;//�co(le360.com/1053.5335 2. Department of Public Works, En ing eering Planting shall be coordinated with future town projects including sidewalk improvements, street construction and water systems. This also includes schools, the community center, library, recreation, public works, and other municipal facilities. The Department of Conservation and Recreation (DCR) t1R://v va orrti a ..gc�v/ ca/ 1; nc_es/der/ guidelines recommend that a minimum of 2% of the street/curb/sidewalk construction budget be for tree planting. 3. The Lexington Planning Board and the Lexington Planning Department The Board and the Department shall recommend tree preservation and/or planting as part of Special Permit Projects and other developments including new and renovated buildings and parking facilities. The Planner shall consult with the Tree Warden and Tree Committee and follow the standards and procedures set forth in this Manual. 4. Other Town Commissions, Committees and Entities The following shall also consult with the Tree Warden and Tree Committee and follow the standards and procedures set forth in this Manual. a. Board of Selectmen b. Board of Appeals c. Conservation Commission d. Design Advisory Committee e. Historic Commission f. Historic Districts Commission g. Lexington Historical Society h. Pennanent Building Committee i. Recreation Committee j. School Committee k. Sidewalk Committee 1. Utility Companies 3 Lexington Tree Management Manual B. TREE REMOVAL— STATUTES 1. Public Tree Removal If violations occur, interested parties may contact the Tree Warden. a. Process Refer to Massachusetts General Laws, Chapter 87 Shade Trees (Appendix II,Page 70), https://m--uV rs ator .;ov/1 a_w_s/Getierall aws/Pd7rt /">f itle XIV/C.h tc_r 7 Section 2 (Powers of the Tree Wardens),Page 70. Section 3 (Cutting of public shade trees; public hearing; ... owner),Page 69. Section 6 (Penalties),Page 71 Section 11 (Injury to Trees of another Person),Page 72 Section 12 (Injury to Shrubs, Trees ... in a public way or place),Page 72 Refer to Town of Lexington, Chapter 120, TREES (Appendix I,Page 64), litl.p-://ecode360.com/10535335. §120-3 (Definitions for Public Shade and Town Trees),Appendix I [Added 4-5-2017 ATM by Art. 37] Page 65. §120-7A Public shade trees and Town trees (Scope),Page 66. §120-7B Public shade trees and Town trees (Procedures), [Added 4-5-2017 ATM by Art. 37] Page 66 §120-10 (Enforcement),Page 68. b. Criteria (Refer to Town of Lexington, Chapter 120 TREES Appendix I, Page 64), ht(Vr�//ecode360.com/10535335 (Applicability),Page 65. §120-9 (Emergencies and Exemptions),Page 68. C. Enforcement §120-71) (Removal ,Mitigation and Planting of Public Shade Trees), Page 66. §120-10 (Enforcement),Page 68. 4 Lexington Tree Management Manual 2. Private Tree Removal Trees on private property generally remain under the control of time owner, however, during demolition or duain-ing construction which increases a building's footprint by 50'Yu) or more, the Town Tree Bylaw applies. If violations occur, interested parties may contact the Tree Warden and the Building Inspector. a. Process Refer to Town of Lexington, Chapter 120 TREES (Appendix I,Page 64), kttlla;//ewd 360,com/l._Q�535335._ §120-3 (Definition of a protected tree),Page 64, (See Figure 1,Page 7). §120-8 (Scope),Page 66. Other trees on private property remain under the control of the owner. Property owners are encouraged to have their trees inspected and maintained routinely by a certified arborist,both for the health of the trees and the safety of residents and the public. Ih, lZiglhts and Respuarnisibilrities 1ieg�rdnng T�i�,n�;iih�yc.� Trees I'llne law its clear jinn Mar sachuaiselts that when a then;trunk stands, wholly on one parrny's lairnd,that party is considered to be the sole owner of that tree. I Levine v. Black, 312 Mass. 242, 24.1 (1942),II.. Massachusetts law recognizes a "right of scllf.-hellp" by wNclh a property owner can cut the Ilirnnbs or branches of a tree that invade their propen.y ws long au, snot hi a uuttn:m g is donne ut the lnnolr.nrty lrrn:C. Id.,; Micbalsonn v. Nutting,275 Mass. 232, 234 (1931)I� Under Massachusetts connmon law, a hoin-wownner nnnay remove branches of a neighbor's tree that extend over the property line, utp tun tlhe,l�noptn.uy lnnnp, a long.as.tlhp.y donn't kill tun donor nt et..tJh�.... 1rree. l'ie tree's owner has no liability for roots growing into an abuutter's yard, evenn if they cauuse- daurnnagu:n to the abmitter's proll-rerty,. Massachusetts law does not allow a 1person to cross or crater a neighbors 1prolinerty for tree work wltlhouut the neighbors consent. They also cannot remove any branches or anther vegetation within tlna�.._con tli na s of the iacil,;hbor's property without j.)errmissnion. "l his its the "Massachusetts Rule.'" IZ iglits as to the tree chHer when the tree trnuru c stands on the boundary linne of two pieces of property. 5 Lexington Tree Management Manual C. Recommendations Property owners should consider the following before removing a tree from their private property: (i) Is it healthy?if not, can it be treated? (ii) Is it a unique or rare species? (iii) Can your plans be accommodated any other way, such as through pruning? 3. Tree Removal for Disease Control For situations where tree; im.i.st be rcrnoved for disease control irefer to Section X. INVrASIVE INSECT SPI`.C'II S ........ EMERALD ASII BORE.1Z (Page 46.48) and Scu ionn Xl,, INVASIVI? INSI.0 I.., SI"➢ CII,S A.SIAN I ON(..;l IOR BI'I...11h (Page 48...60).. C. DONATING TREES TO THE TOWN 1. Planting Trees on Public Land As stated in the Tree Bylaw (§120-7C Appendix 1, ht1R//ecode360.com/:l053_53.3.5.Page 66), any person seeking to plant a tree on public land under the jurisdiction of the Tree Warden must obtain written permission from the Tree Warden. 2. Gift of Tree-Plantin Funds unds The Town of Lexington welcomes tree-planting fund donations in any amount. One may contact the Tree Warden, Chris Filadoro, at the DPW by email �:=illadoiiroLlcxnnlrt n�rrrt ._9c%v or phone (781) 784-8300 xl to review specifics. Wording about Ide>Cu:unnefl t_.`orrnmennorrativc rrree Program removed.. 3. Commemorative Tree Program Lexington's Tree Committee has a Commemorative Tree Program where one may donate a tree in honor or in memory of a person. Background of the honoree is kept in perpetuity in a Commemorative Ledger for Trees in the Cary Memorial Library. For details refer to a brochure at the DPW or the Tree Committee web site httlas.//vvwv .I v/�_r .- cormmittee -------------------- 4. Donation of Trees for Transplanting The donation of a living tree to be transplanted from private to Town property may be accepted at the discretion of the Tree Warden. Factors in the decision will be the species and condition of the tree, current Town needs, and the availability of funds to transplant. Only unusual specimens in good condition will be considered, due to difficulty and expense in transplanting large trees. 5. Donating a Street Tree Homeowners may purchase a street tree, which the Town will plant, resources permitting. Apply to the Tree Warden, Chris Filadoro at the DPW by email(._F1cu_(i�rr�r��roexi_m_gt_orlrrua,gov 6 Figure TREE BYLAW SETBACK AREA FOR RESIDENTIAL PROPERTIES The Tree Bylaw Setback Area for Protected Trees is to be 30 feet from the front of the property (usually the asphalt edge of the road) and 15 feet from the property lines on the two sides and the rear of the property. rear of property UNRESTRIC See definitio endix I,§120-3. edge of street pavement Lexington Tree Management Manual V TREE PLANTING A. TREE SELECTION 1. Characteristics When selecting the tree species to fit a site consider mature height, projected longevity, rate of growth, hardiness, soil and microclimate requirements (sun or shade,wet or dry),wind and salt tolerance, ornamental attributes, and disease/pest resistance. (See Figure 2, Page 9). 2. Individual Selection Choose a healthy specimen: a. Reject any with girdling roots. Examine the root ball top. Girdling roots strangle the tree by growing around or against the tree's trunk and major roots. (See Figure 3,Page 10). b. Where possible, avoid grafted stock. C. Examine the trunk and reject those with severe wounds. d. Check for desired form and branching. e. Check that foliage has good color and is not wilted. 3. Appropriateness to Site The choice of species in various locations depends on surrounding circumstances: for instance, potentially large trees are only appropriate in parks or on broad streets where there is room for full growth. If obstructions such as utility wires limit the available space, select a dwarf species or varieties with growth rates that will not create future problems. 4. Species Diversity The Town should plant a diversity of species in one area or on one street, to avoid the danger of horticultural epidemics. This prevents a monoculture, creates a balance in defined areas and visual variety across the town. 5. Species to Avoid The Massachusetts Prohibited Plant List was published 2005. It is updated periodically. It includes the following tree species which should neither be purchased, planted, nor transplanted because of their invasive properties, Norway Maple, Sycamore Maple, Tree of Heaven, Black Locust, Glossy and Common Buckthorn. As of 1/1/ 2009 all of these plants are prohibited from sale, purchase, trade or propagation. I lease avoid even &m14.gAairnt4 g of olhe.fwikse nur@uHin --4Nr xe h irmPA40...:th , enviro�if n"", where-youisrn al khan rn,..... p d Ny 1 Ni v . -Maple, For ii-nore iiriifortn.a ion aboiat trees that should NOT be Daunted, or whose planting stwidd be limited, refer to in this Manual, V.B.2. List t��....Host ,.Trees For Asian I onotm�wrm� Beett�;q V.13.:3 Tree I mIO1::.eJV By... 14 A.s � o.er, (Page 1,5) and scctiorn tN INVASIVE PLANT Sl�ml�i�.IES (Page 43), lnttp //www rmi_ul_ssauudtibcrn�m�/lc«arri/Tnatu�ru~:_ iUife/nnvn�^ive plants Jorulirne crated 2"7 Marr�c�lri 20l8 8 Figure 2 SELECT TREES ACCORDING TO THE SITE AVOID FUTURE PROBLEMS Consider removing trees that are too close. Prune large overhanging tree limbs. Yft6 m in Keep trees at least six feet from buildings. Be aware of gasline and telephone conflicts. Before excavating call Dig Safe: 1-888-344-7233 or 81 1 ii Lexington Tree Management Manual Figure 3 TRUNK GIRDLING ROOTS .,�i^xouuW y,�mr911iiru�Irm¢oer-vrd r wled day excess NOE] bra rva aa�ua oa r0 wo deep mi hole �. 4�w, a"iti��r;a!Bn; Deep wam ffiktAka ,rarrai flgu% W.n"�Hm# �a cw racwt,crs nor AV M; a�a uWr r,aara�r�mrn, ��aVv r�a�yo mjIlaa?u r� 10 Lexington Tree Management Manual B. LISTS OF RECOMMENDED TREES (CHARTS) 1. Recommended Trees "Native plants are those that occur naturally nn a region in which they evolved...," wus auaiaubannm_.ern /oonndent/wh mudu_lnye Lr _nnl_s rn atter jonline cited 28 August 201911. The lists on the Nlullowing pages were conrnpile•d by the"Free Committee to guide public twee, planting selection, 'Tree l:3ylaw mitigation planting, and planting by honneowners. An "N"denotes ad. ,species native to North Arnerrrca.0 Many trees not(listed Ihicrre will grow in ]f.,u,nnnngtonn but are nnot recorriiinrcnnuled, or aire recu nnrnennded with n:,scjrvations, for various reasorns, Maples are the prurinaury host for Asiann 1Longhorin Beetle (ALB), (see Section Vw13.2.). Zelkovau, a non native,provides no support. for wildlife, Red Mulberry, although native,tends to Ilhe invasive, as does the noun native Mimosa trrea.a, Birches are short.-dived, disease prone, and are A l::..,B Ihost trees. Black Walnut can be invasive and is toxic to soil under the carnopy. Callerry Pears are nrrrva,sive, shoat lived and prone to split. 1"lne recommended trees l']ONn enirng l.)oa;wood and Souurwood are delicate and raced ideal planting conditia:rns. l'lne lists that f6liow the master list are subcategories,which sort a:a-cordirig to size, salt tolerance (for planting near streets), and susceptibility to certain insect pests.. INOTE TIIAT 1...,1S"1`S ARE UPDATED AND ORGANIZED DIFFERENTLY FROM THOSE IN 3"" E DI T ION.JI Common Name N Latin Name Mature Notes Salt Height tolerant Bald Cypress N Taxodium 50-70' Deciduous conifer(drops needles in Yes distichum winter), adaptable to wet or dry sites. Basswood N Tilia 60-80' Fragrant blossoms; good for bees; No amcricana massive tree in old age; often suckers at the base Beech,American N Fagus 50-70' High wildlife value with edible nuts; No grandifolia smooth gray bark; low-branching if open grown,but can be limbed up Catalpa N Catalpa 50-60' Dense flowers, large leaves and pods; Mod speciosa tendency to spread by seedlings Cedar, Alaskan N Chamaecyparis 30-45' Graceful needle evergreen; hardier Yes White nootkatensis than Asian varieties. Best in damp, humid areas. Cherry, flowering; Prunus 20-30' Often short-lived; dense ornamental Yes Sargent Cherry sargentii spring blossoms; good for bees Cherry, Black N Prunus 50-60' A somewhat weedy, "common" but Salt scrotina hardy tree. Very valuable to wildlife, Spray second only to oaks in that regard. Sensitive Crabapple N Malus spp. 20-25' Native and Asian varieties,hybrids; Mod tough,low-branching; spring blossoms some winter fruit relished by birds; ood for bees Dogwood, N Cornus florida 20-25' Large spring flowers; fall fruit feeds No Flowering birds. Needs moisture,mulch,partial shade.Not stress tolerant 11 Lexington Tree Management Manual B. LISTS OF RECOMMENDED TREES,continued 1. Recommended trees, continued Common Name N Latin Name Mature Notes Salt Height tolerant Dogwood,Pagoda N Cornus 15-25' Bird-friendly; excellent fall color No alternifolia Dogwood, Cornelian Comas mas 20-25' Yellow spring flowers; edible fruit No cherry Elm,American N Ulmus 60-80' ALB host; moderate to fast growing Yes americana, esp. with graceful vase shape 'Princeton' Fir, White N Abies concolor 30-50' Best Fir for this area; soft needles with Salt light bluish hue; good replacement for Spray blue spruce; can take dry,rocky soil Sensitive Fir, Fraser N Abies fraseri 30-40' Christmas tree shape;prefers moist Yes soil but tolerates dry. Hardier than Balsam Firs. Fringetree N Chionanthus 12-20' EAB host; long clusters of white Yes virginicus flowers in spring Ginkgo Ginkgo biloba 45-55' Plant only males; females have Salt Spray odiferous fruit; slow growing; tolerates Sensitive shade, drou ht. Hackberry N Celtis 40-60' Hardy, takes adverse sites and Salt Spray occidentalis conditions. Bee and bird-friendly. Sensitive Hawthorn N Crataegus 20-25' Fall berries attract birds; good fall leaf Salt Spray crusgalli color; C. crusgalli var. inermis is Sensitive inermis, C. thornless; C. phaenopyrum has some wenopyrum thorns; good for bees. Hickory,Butternut N Juglans 40-60' Slow-growing; sweet, oily nuts Mod cinerea Hickory,Pignut N Carya glabra 60-80' Very adaptable, but difficult to No transplant unless small; friendly to wildlife;brilliant yellow fall color Hickory, Shagbark N Cary ovata 70-100' Same notes as for Pignut Hickory. No Interesting shaggy bark. Honeylocust N Gleditsia 40-80' Thornless varieties, small leaves, Yes triacanthos v. filtered shade kind to lawns; gold fall inermis color; females have large pods Hophombeam, N Ostrya 25-40' Unique seed structure, striking bark No American virginiana Hornbeam, Carpinus 40-60' Columnar varieties; useful in hedges No European betulus Horsechestnut Aesculus 50-75' ALB host; fruits eaten by migrating Yes hippocastanum birds and small mammals;prone to leaf scorch Ironwood,Blue N Carpinus 20-40' Tolerant of many planting sites; good No Beech caroliniana fall color 12 Lexington Tree Management Manual B.LISTS OF RECOMMENDED TREES,continued 1. Recommended trees,continued Common Name N Latin Name Mature Notes Salt Height tolerant Katsura Cercidiphyllum 40-60' Heart-shaped leaves emerge reddish- Yes japonicum purple in spring,maturing to blue- reen; ellow to apricot fall color Kentucky Coffeetree N Gymnocladus 50-70' Ideally plant males, as females have Yes dioicus large seedpods;bi-pinnate leaves;bare trunks and branches in winter Linden,Littleleaf Tilia cordata, 40-60' Neat shape but densely twigged; casts No especially dense shade;bee-friendly `Greens ire' London Planetree Platanus x 70-100' Beautiful peeling bark; a cross between Yes acerifolia American sycamore and Asian planetree for disease resistance; supports birds, insect pollinators and small mammals Maackia,Amur Maackia 20-30' Tough; tolerates dry well drained soil, No amurensis Attractive bark, medium shade tree; bee- Magnolia, Star Magnolia 15-25' Needs moisture; form often is that of a No stellata large shrub; very early white blossoms especially which may be obliterated by late `Centennial' spring frost;bee-friendly Magnolia, Sweetbay N Magnolia 10-20' Multi-stemmed, shrub-like;tolerates Yes virginiana wet soil, shade; scented white flowers; bee- Magnolia, N Magnolia 50-80' Large leaves,yellow flowers,red seed No Cucumbertree acuminata clusters in autumn. Old trees have great character with massive branches. Maple,red N Acer rubrum 40-60' Preferred host of ALB; bee-friendly; No tolerates wet sites; good fall color Oaks: Bur, Chestnut, N Quercus spp. 60-80' American National Tree. Plant in See notes Pin, Red, Scarlet, spring only. Most beneficial of all at left Swamp White, White local tree species in supporting wildlife including butterflies. Red Oak is salt tolerant; others are less so.Pin Oak is salt intolerant. Osage Orange N Madura 20-40' Interesting orange-tinged bark; thorns; Mod pomifera females have fruits; extremely hardy tree even in poor sites. Pine,Eastern White N Pinus strobus 50-80' Very supportive of wildlife; useful in No screening;plant at least 50' away from structures,prone to windthrow Redbud N Cercis 15-25' Tolerates some shade; strong spring No canadensis blossom color;young pods edible; good fall color; good for bees Redcedar,Eastern N Juniperus 40-50' Common roadside evergreen,tolerant of No (tree form only) virginiana poor soil; check cultivar for predicted height 13 Lexington Tree Management Manual B. LISTS OF RECOMMENDED TREES,continued 1. Recommended trees,continued Common Name N Latin Name Mature Notes Salt Height tolerant Serviceberry, N Amelanehier 15-30' 4-season interest; edible berries;bird No Shadblow laevis and bee-friendly; white spring blossoms like apple mil ;red fall color Silverbell, Carolina N Halesia 30-40' Dense May bloom of white "bell" No tetraptera flowers; tolerates shade; grows quickly Smoketree,American N Cotinus 20-30' Intense fall colors; good street tree in Salt Spray obovatus wide planting strip if pruned to single Sensitive trunk; often naturally in bush form Sourwood N Oxydendrum 25-30' 4-season interest;late summer blossom No arboreum excellent red-purple fall color; delicate,needs good planting site; bee- Spruce,White N Picea glauca 40-60' Hardy, common. Useful as hedge or No windbreak or as specimen tree. Sweetgum N Liquidambar 60-70' Star-shaped leaves; fall color; form Yes styracifua sometimes is narrow Sycamore N Platanus 75-100' ALB host; stately shade tree with Yes occidentalis peeling bark, with patches of white and gray; supports a variety of birds, insect pollinators and small mammals; prone to anthracnose; hybrid London Planetree easier to find in nurseries. Tuliptree N Liriodendron 70-100' Tallest Eastern native tree; tulip- No tulipifera shaped leaves; yellow blossoms; winter interest with persistent seed pods; likes some moisture;bee-friendly Tree Lilac, Japanese Syringa 20-30' White flowers in June with Yes reticulate disa reeable scent; tough tree Tupelo,Black Gum N Nyssa sylvatica 40-70' Prefers wet soil but can tolerate lawns; Yes good groves at streamside; astonishing red fall color; fruit for birds; bee- friendly Yellowwood N Cladrastis 30-50' Spreading,low branching when open- No kentukea grown; good in lawns and naturalistic plantings; excellent yellow fall color 2. Host Trees for Asian Longhorn Beetle; High Planting Warning Asian Longhorn Beetle (ALB) kills trees by tunneling into the trunk and branches. At-risk trees represent billions of dollars to the U.S. economy and the environment for lumber, maple syrup, carbon sequestration, and scenic value. ALB attacks a variety of tree species and significantly disrupts the forest ecosystem. No chemical or biological control methods are currently known to control ALB. 14 Lexington Tree Management Manual B. LISTS OF RECOMMENDED TREES (CONTINUED) ,r'o avoid thk hi h 6sk insect, horneowneis and buMers shokfld �nidt pWiflng 9 1 ol'Al..,11 Ilost Trees (See Preferred and Occasional to Rare host"Frees for Asiair.i Longhorn Beetle in U. S. Page 15) and seek non host a4crnat ves. Add tiomfl 4ilonration k ava�kil.fle at hiti lS://WWW,,I[Tiiass.gov/service detads/forest post edtication and ourreach jonline cited 27 Mairch 20 8 J. Ropm't any cpiestions to the town Wairden at the DPW: ...................lla...................................... .......... 2a. Preferred Host Trees For Asian Longhorn Beetle: High Planting Warning Common Name Scientific Name Notes Maple species Acer spp. Red, Silver, Sugar, Norway; Red Maple is the preferred host. Japanese Maples seldom attacked. Horsechestnut Aesculus hippocastanum Birch species Betula spp. Gray, European White,River Willow species Salix spp. Pussy,Weeping, White Elm species U/Mils spp. American, Siberian, Chinese, hybrids 2b. Occasional to Rare Host Trees for Asian Longhorn Beetle in U.S.: Caution in_Planting Common Name Scientific Name Notes Mimosa Athiziajulibrissin American Sycamore Platanus occidentalis No record of infestation London Plane Tree Platanus x acerifofia Ash species (EAB Host) Fraxinus spp. White, Green, Black Mountain Ash Sorbus (European Mountain Ash) Katsura Tree Ccrcidiphyllum, spp.japonicurn, magnificum Poplar species Populus spp. Aspen,Balsam, Poplar, Cottonwood Goldenraintree Koelreuteria paniculata (Found in China,not yet in U.S.) The Host Tree Ranking information is taken from the US Government website at tam—.]hlb/.down.l oad s/h os.t I ist._.Pff[online cited 27 March 2018]. 3. Trees Killed by Emerald Ash Borer: High Planting Warning Emerald Ash Borer(EAB) is a non-native insect that kills Ash trees at any size, including White Ash, Green Ash, Blue Ash, and Black Ash(Fraxinus, spp.) 15 Lexington Tree Management Manual B. LISTS OF RECOMMENDED TREES (CONTINUED) The EAB has the potential at present to eliminate all Ash trees from the North American forest. All Ash trees are also host trees for the Asian longhorn beetle. Chemical treatments for EAB, for individual trees, are available. They are expensive and must be repeated for several years. EAB was found in Lexington and many surrounding communities in 2018. At this time Town policy is to not plant EAB Host Trees. For current data see hap-Herr raId�shborer.inf.'O/[online cited 27 March 2018]. 4. Trees Known To Have Some Salt-Tolerance Common Name Scientific Name Bald Cypress Taxodium distichum (native) Catalpa Catalpa speciosa (Moderate salt tolerance) (native) Cedar, Alaskan white Chamaecyparis nootkatensis (native) Cherry, Sargent Prunus sargentii, especially `Accolade' (Non native) Crabapple Malus spp. (Moderate salt tolerance) (native) Cornelian Cherry Dogwood Cornus mas (Non native) Elm Ulmus americana (Warning: ALB host) (native) Fir,Fraser Abies fraseri(native) Fringetree Chionanthus virginicus(Warning: EAB host) (native) Gingko Gingko biloba (Salt spray sensitive) (Non native) Goldenraintree Koelreuteria paniculata (Warning:rare ALB host) (Non native) Hawthorns Crataegus spp. (Salt spray sensitive) (native) Hickory, Butternut Juglans cinerea(Moderate salt tolerance) (native) Honeylocust Gleditsia triacanthos inermis(native) Horsechestnut Aesculus hippocastanum (Warning: ALB host) (native) Juniper Juniperus spp. (native) Katsura Cercidiphyllum japonicum(Warning: rare ALB host) Kentucky Coffeetree Gvmnocladus dioicus (native) Larch,American Larix laricina (native) Lilac, Japanese Tree Syringa reticulata (Non native) London Planetree Platanus x acerifolia (Warning: rare ALB host) Magnolia, Sweetbay Magnolia virginiana (native) Oak,Northern Red Quercus rwbra (native) Osage Orange Maclura pomifera (Moderate salt tolerance) (native) Pine,Pitch Pinus rigida (native) Pine,Austrian Pinus nigra(Non native) 16 Lexington Tree Management Manual B. LISTS OF RECOMMENDED TREES (CONTINUED) 4. Trees Known To Have Some Salt-Tolerance, continued Spruce, White Picea glauca(native) Spruce, Colorado Blue Picea pungens(native) Sweetgum Liquidambarstyraciflua (native) Sycamore, American Platanus occidentalis (Warning: rare ALB host) (native) Tupelo Nyssa sylvatica(native) 5. Large Shade Trees Common Name Scientific Name Bald Cypress Taxodium distichum (native) Basswood Tilia americana (native) Beech, American Fagus grandifolia (native) Catalpa, Northern Catalpa speciosa (native) Cherry,Black Prunus serotina (native) Cedar, Alaskan White Chamaecyparis nootkatensis (native) Cedar, Atlantic White Chamaecyparis thyoides (full size only) (native) Fir,White Abies concolor(native) Fir,Fraser Abies fraseri (native) Hickory Carya spp. (native) Honeylocust Gleditsia triacanthos inermis (native) Kentucky Coffeetree Gymnocladus dioicus (native) Magnolia, Cucumber Magnolia acuminata (native) Oak species Quercus spp: Bur, Chestnut, Pin, Red, Scarlet, Swamp White, White, Shumard(Swamp Red) and Black(native) Pine, Eastern White Pinus strohus (native) Spruce,White Picea glauca (native) Sweetgum Liquidambar stvraciflua (native) Tuliptree Liriodendron tulipifera (native) Tupelo Nyssa sylvatica (native) Yellowwood Cladrastis kentukea (native) Consult the Tree Warden to determine which other large shade tree species meet mitigation requirements. 17 Lexington Tree Management Manual B. LISTS OF RECOMMENDED TREES (CONTINUED) 6. Best Small Street Trees Under Wires Small Height And Width Drought And Salt Tolerant Common Name Scientific Name Hawthorn Crataegus spp. (Salt spray sensitive) (native) Amur Maackia Maackia amurensis (Salt spray sensitive) (Non native) Crabapple(columnar types) Malus spp. Flowering Cherry Prunus sargentii(`Accolade') (Non native) 7. Trees Sensitive To Salt (Do Not Plant Near Streets) Common Name Scientific Name Basswood Tilia americana (native) Dawn Redwood Metasequoia glyptostroboides Dogwood,Flowering Cornus. lorida (native) Dogwood,Pagoda Cornus alternifolia (native) Fir Abies spp. (native) Fringetree Chionanthus virginicus (native) Hophornbeam,American Ostrya virginiana (native) Hornbeam, European Carpinus betulus (native) Ironwood Carpinus caroliniana (native) Junipers Juniperus spp (native) Linden, Littleleaf Tilia cordata Maple,Red Acer rubrum (Warning:prime ALB host) (native) Maple, Sugar Acer saccharum (Warning: ALB host) (native) Oak,Pin Quercus palustris (native) Redbud Cercis canadensis (native) Pine Pinus spp., except Pitch Pine and Austrian Pine Serviceberry spp Amelanchier spp. (native) Tuliptree Liriodendron tulipifera (native) 8. Best Large Street Trees Not Under Wires (Canopy Trees,Not Low-Branched, Salt, Drought Tolerant) Common Name Scientific Name Bald Cypress Taxodium distichum (native) Gingko Gingko biloba (non-native) (Salt spray sensitive) Hackberry Celtis occidentalis (Salt spray sensitive) 18 Lexington Tree Management Manual C. LISTS OF RECOMMENDED TREES (CONTINUED) 8. Best Large Street Trees Not Under Wires continued Hickories Carya spp. (native) Honeylocust(thornless) Gleditsia triacanthos inermis (native) Kentucky Coffeetree Gymnocladus dioicus (native) Oaks Quercus spp (all except Pin Oak which is very salt sensitive) (native) Sweetgum Liquidambar styraciflua (native) Tupelo Nyssa sylvatica (native) 9. Small Trees/Lar e Shrubs Suitable For Setback Planting(Height 10' To 20' Ornamental,Hard Common Name Scientific Name Bottlebrush Buckeye Aesculus parviflora (Warning: ALB host) (native) Chokeberry Prunus virginiana (native) Cinnamon Bark Clethra Clethra acuminata Dogwood, Cornelian Cherry Corpus mas (non-native) Dogwood,Pagoda Corpus alternifolia (native) Fringetree Chionanthus virginicus(Warning: EAB host)N Hawthorn spp. Crataegus spp. (Salt spray sensitive)N Magnolia, Star Magnolia stellata (non-native) Magnolia, Sweetbay Magnolia virginiana (native) Magnolia,Umbrella Magnolia tripetala Magnolia,Yellow Cucumber Magnolia acuminata var. subcordata Redbud Cercis canadensis (native) Serviceberry Amelanchier spp (native) Silverbell Halesia tetraptera (to 30'-40) (native) Smoketrees Cotinus obovatus (native) and Cotinus coggygria (non-native) Sourwood Oxydendrum arboreum (native) Viburnum, Cranberry Viburnum trilobum Witch Hazel Hamamelis spp. (native) Note: References used in creating these lists were primarily works by Drs. Michael Dirr&Nina Bassuk. 19 Lexington Tree Management Manual " . . . to promote theplanti.ng an.d protecti.. on oftrees throughotit the Town . . . " 'rlRl�'EBVI-AW,'d'(a)WN(.)F:' I.,EXINo,,'roN-CFIA�:"PER �20TRFT'S, §>20. 2 Intent and purpose,Adopted lby the Annaiall 'Towln Meefing of d-11C Town of Loxhigton 4.f � .2001 by Art., 34, C. PUBLIC TREE SITE SELECTION I Street Right-of-Way Plant trees along the street right-of-way between four and 20 feet from the edge of the road pavement. The intent of this policy is to provide flexibility in allowing planting locations to be selected on a street-by-street basis, particularly where there is a scenic or historic situation. (See PRIORITIES FOR TREE PLANTING LOCATIONS, Section E,below.) 1 Setback Planting Encourage front yard setback tree plantings on private property. Trees niatst be visible fronni the street and no f`urther bacl< than 20 feet, I'toni the right of'...way Banc, whitch varies Avith[ each property, (See Figure 4, Page 21) 3. Maximum Shade and Canopy Place trees where they will make the greatest contribution to provide shade and improve street appearance. 4. Parking Lots Provide maximum canopy coverage over parking lots. Group trees in a park setting or parking lot to provide a larger space for unrestricted root growth. When possible plant sidewalk street trees in a"tree-way"to achieve maximum root growth. (See Figure 5,Page 25.) D. PUBLIC TREE PLANTING 1. The Public Works Department and the Tree Warden The Public Works Department consults with the Tree Warden about projects in the coming year which will require the planting of new trees, as recommended by the Planning Department and other Town Committees. 2. The Tree Warden and the Tree Committee The Tree Warden confers with the Tree Committee then decides the number and species of trees for projects when they go out to bid. He or she considers current environmental changes tending to favor certain species over others, such as those affected by Asian Longhorned Beetle, and blights En icrald Ash Borer, Sported lanternfly or other insect and fungal catastrophes, 3. Lexington Tree Inventory The-4 7exiiffg ten a -adabh, ne Town GIS database has cuirrent data on recently planted trees. 20 Lexington Tree Management Manual E. PRIORITIES FOR TREE PLANTING LOCATIONS The Lexington Tree Committee sets the following priorities based on the recommendations of the Tree Warden. The Tree Committee shatl conduO a surN+ay pert dieallytra dentify prioritized the fl'ollowing public areas most in need of trees, in order of priority: l. Streets or Public Spaces Streets or public spaces where there has been significant tree loss. 2. New Development Projects Sites where development or town projects require more plantings. 3. Prominent Public Places Prominent public places in need of new trees. 4. Setback Areas Sites requested by Lexington citizens, approved by the Tree Warden and Tree Committee as front yard setback areas on a first come, first served basis, 5. Tree Removal Locations Sites put on a priority list for replacement. 6. Failed New Plantings Areas where new plantings have not survived ar kA�i;zt. 7. In Front of a Residence or Business If a public tree is lost in this location, the Tree Warden will discuss replacement with the owner,who may be advised to consider a setback planting. 8. Requests for New Trees These requests shall be addressed when first and second priority plantings have been completed, new trees are still available, and designated funding for non- replacement trees is available. F. SETBACK PLANTING ON PRIVATE PROPERTY 1 D f4tio n B ncl'it.s. Plannting trees phiirq in front yards on private property, beyond the town owned land, in4-rV+_-4le Orr right( aye h-as he ta. visible from the street and no further back than 20 feet from the right-of-way line. It avoids root constriction and damage from road chemicals and street traffic. It minimizes sidewalk problems due to a root growth. It reduces maintenance and replacement tree costs. It also enalb'les snore tree planting flurouglu.out the Town 2. Contact Homeowners may e orruta(,4 eirunail the Tree Warden at C_filador...o(rxHexiTq�torima.goy to request a setback tree be planted in front of their house. The Tree Warden, with advice of the Committee and the owner's consent, may select a setback site in the front yard, past the street right-of-way. 3. Agreement An agreement will be required. It will be prepared by the Department of Public Works. It is to be signed by both parties and shall consist of the following: a. The Town will provide and plant the agreed-upon tree or trees. b. The trees will be planted in the setback area only. (See Figure 4,Page 23.) C. The Town will guarantee the tree(s)for a period of one year. d. The private property owner will be responsible for the watering and care of the tree(s) from the moment of planting. e. After the one-year warranty period, the tree will become the sole responsibility of the property owner. It will no longer be considered a Town owned tree. 21 Lexington Tree Management Manual G. SPACING OF STREET TREES 1. Spacing The ultimate size of the tree determines the spacing between street trees. The Tree Warden may modify standard spacing for safety reasons, if space is limited or to achieve a certain design effect. 2. Next to Buildings Avoid planting within 15 feet of a building, driveway, alley, fire hydrant,or other permanent structure. An exception can be made for design effect, such as using the espalier method against a building wall,or when columnar trees are used. Sidewalk Planting Tree plantings in a paved sidewalk nmsa4 4iwe a nninwikanun—of a-di at: lhave <ess tlfraun 35 square feet of cutout area arc u.unllnl<clly to thrive unless CU-Structural Soil® is used. If CU-Structural Soil® is used, refer to current best practices for that material. If there is more than one tree to be planted, consider excavating all the area between the two trees. (See Figure 5, Page 25.) :Flue t ;....:n ."e s%et 0 ann�Y fadaunn......its" e nVer tag....the....: a o: .....eu.:r 4—.Ro auras.::Plaunt-upg' Sta v4r t t c:e......fil tin s-a&-tlug; et4!,v '...r-oa _ s..:uanu�u.4 ....a ,t 4aacV rn�inia nnaun.....aa1 II a t 1'ron-ttie e;dg"i....the v u nnwmt. 5—.Ut 4 ._W4FesT ur ns r �l.. .1 .: = c b nne ... . r . l .un uairucl 1 u '.�.:'1'e< �a � ;....arn n nn Rn n s a nil z" �r�....aBowe' 4. ripe table below neconnrrnnends nunununrrrraannn dist'an .es lfiroiran tree center to otlineir structiuures.. Less tilmi r ideal distances will be evaluated on a site•by-site basis. 'Free put sizeAt least Y x 6' or l6 sa.luraurre feet with nnnirruinuurn widnh of 3' D stance lronn c-uanb edge, where street has ca.r.rrb 30„ Distance tronnn aal~lacent trees 115 ..40', varies with sl:na cies Distance frown street intersections 20' Di stance lronun nlniiveways, fire linydnannts,undergnouna:l 5' uu.tHity lines, utility poles, gas or water valve D stance luor n street fights 10%vaannes wida species I Ieight of nriaat.urure I re es under u.utility Burnes :30' r naxinnunnn Distance fnonnn stop sign 20' D staance fironna traallrna, signs Depends on sightlnrne;ureuluuiirennnents Suggested distance-frlwnn parking ureters 3' Distance to opposite obstrructnouns 5' Passage for A.I.M.considerations :3' wide sidewalk Passage for sidewaall<plows 5' wide sidewalk 22 Lexington Tree Management Manual Figure 4 LEXINGTON TREE, COMMITTEE PLANTING PROGRAM SETBACK, ARE, u°ry,r of propprAy �' tl CL w i ,p 'B II V b b y n SAW e x Setback Tree Area ,n" . a#d(M�h�.611th ftar �°� ,i �tt fua ' a vY my, dine own trep t ta PUOUC AREA UeRw n of ILa"a hpam,warder°fla ssachusetts Gowral Laws,Cimpter 82.,Svtuoo 34,Iwas'reservod spa s'between the We hries of the Tv r`h4hvnys`fog.the use of WWI sewers and eWm*: who Rw"os and pws and f6r p[mthif Tu ctw in the R vv'Towri try s,', boy meet ii -row mi has its ePwn ROB",MOA UITVts AM 40 Qm 5Q Nora wW , Streets ctut hens marrow as 20 Feet or,,,as We as II b0 fin., 23 Lexington Tree Management Manual 4411 ThIS bylaw i..s enacted, For the purpose of preservi.n.g and protectmg both. publlc shade trees pursuan.1 to Gen..eral .Law Chapter 87 an.d certalin.. trees on.. portians of privale property. . ." Adopted by the Ann uail'own Meeting offliclown ofl,exington 4.11 .20011 by A irt. 34. TIR.EE 13Y1L,AW, TOWN 0II If,EXINGtON C'11[A11)ThR 1120 rR.Ell,'S § 1120 2 Intent. and purpose VI. PLANTING GUIDELINES Beginning in the 1990's, researchers began updating tree-planting practices for nursery professionals. Their research showed that planting a tree too deep in the soil was a major cause of tree death. It demonstrated that the size and shape of the planting hole needed to be wide and shallow. The recommended "backfill" mixture changed to returning the excavated soil around the planted tree so that the roots could extend into the surrounding soil. Street trce planflngs, due to their heavy cortilmett on, niay need arnendment wrath compost in proportion from l0% to one third. Gary W. Watson and E. B. Himlock developed these planting guidelines, which were published in The Practicul Science ofTlIan.fitIg ........................................................................................ ............................................... .. Tre.es by the International Society ol'Arborists (ISA) in l997 and updated in 20t3. The guidelines are current nurseiry standard. for Arnold Arboretl]fn and. University of Massachusetts Cooperative Extension Service, h_ttll,,,.ZZg&!,IiLLilIss.ed.ui./land.sc p S ..s r d s J online: cited 21 a L.�faq he tsiguidelines-4br planti trees. It L ) ............................. .......... -------- --- --------------------- A ugust 2 017 JI• A. SITE PREPARATION 1. Site Preparation (See Figure 6, Page 26 and Figure 7, Page 28), for information on planting guidelines and site preparation. 2. Dig Safe Before excavating tree sites, call Dig Safe. Toll-free telephone number for MA, ME, NH, RI,VT: 811 or 1-888-344-7233 (as of 2019). 3. Sofl..Te-,sfing PartiCUlarly disturbed or poor soil rnay need to be tested trefore planfing. This can be .............................................................. done at the Lhinvers4y of Massachusetts at Amherst It WS, V a - ------------------------------- Jwnt nutrien t testi abor, ---------------------ng--l-----atoKy J.onfine: cited 27 September 2017 24 Lexington Tree Management Manual Figure 5 STREET TREEWAY � L All �SN'9Ydd 5�4Wh a7k .�. fY-----l---- Itl SAS°LJ" f�_— PA, IA su�ccu M,-�� �,� � 9 B V� V r �� ,� ✓�� 4� u.Y 7mam�rorrn>� � d"",w � V°p";'u �Bp�i� •� �� V -B B°V B°V, 8°V -�°V q� � -� V. - V 0; Vgu VAN Vuu Vuu .Guu Uuu :Vuu Vuu VAN .Vuu Vuu plan view crross-.se ction A-A 25 Lexington Tree Management Manual Figure 6 TREE PLANTING GUIDELINES Roos;�flare junction 2-4,"'Partially rotted wood ciips plant l-2 ab,ov (lee(p away fror'a'r �rvn•rk) ex is ti ng grade koofba11 sits, tit away burlap, directly n top rope ind w, ir-e from Ib I,l of undisturbed soil Backfill with sail Existing, ra from hole! �•°restrw T IN Po C I zi "ti nes„v� --i �r uiradlstur° d rl Ib � M ��r undisturbed _ � :� �� —'anti_ °u _. °u__� ti__ 'h_ ���—=W�dG_.B�°a �'�b ���� "w°u � �� 'k � ru ��.,,u �, Hole should be 3 times as wide as ro tball , with sloped sidles, w For container plants rern v ,container and loosen roots with knife, or 1°asn d rake 26 Lexington Tree Management Manual B. PLANTING DIRECTIONS FOR.BA.1 1,ED AND B1Jp.I:.,A.I"PFD '1 REFS i 1-ja n.a,tel op H().➢e Dig a hole 3x as wide; as the dianrnetnnr of the root ball. Sllope, sides of planting hole. i:.,eave the bottorrn of the hole llrnrn. (See Figure 6,Page 26.) 2. Placing Tree in Hole Lift tree into hole by root ball,not trunk. Check to see that the root flare is 1 to 2" inches above existing grade when rneasuared iironn the point of the root flare to the existing grade. When the tree is settled the moot fiarrc junction shou7<d be 1 2" above thu existing grade. Make any a.d„pustrruents by 6ppirng the tree on nts side and adding or rctrnovnrng soil around the base of the moot ball. 3. Root Wrappings Remove all plastic wrappings. Cut the top third of the wire basket back to below grade. Cut and remove strings and natural burlap from top half of root ball. Remove as much wire as possible but not more than what keeps soil around roots. 4. Container Trees If plant is container-grown, remove or cut off container. Inspect root ball for girdling roots. (See Figure 3, Page 10.) Container plants have a tendency to become root-bound. If roots are matted use a knife or a small hand rake to open up circling root ends and loosen soil. Plant no deeper than it was in container. For site preparation, see (Figure 6,Page 26). 5. Backfilling Refill with soil removed from hole. M+xitw with a 9-aangtamount—o ofganie a rnnc nnt' ,awh tt.n ps .0 nRp . ism iota ar nne al. -Amend the soil only when planting in building rubble, poor or severely disturbed soils. Aged compost or quality topsoil may be used to supplement the existing soil. Mix a small amount of dry hydrogel with backfill. To avoid air pockets, water the soil halfway through the backfill process. After the water drains away, finish backfilling and water again thoroughly,using a shovel handle to take out air pockets. 6. Saucer Build a three-inch high saucer of soil around the outer edge of the hole. This retains water and allows it to soak the roots. 7. Mulch Spread a 2" layer of seasoned organic mulch that is free of invasive seeds and insects in a band three times the diameter of the root ball. Leave a 3-inch wide radius of bare soil around the trunk. Deeper layers of mulch are harmful., to4he4i-ee7, especially to the trunk. Peat rnnoss should never be used as aiulch because it does not absorb water well. (See Figure S,Page 30.) 8. Staking Staking is usually required for all trees. The trunk should be tied to the stake with talCre......or°--odw7r soft material, not wire. Guys should be placed at 2/3rds the height of the tree. 'R=lnis w-i-A allow sway-4fg4t4y,,...........Remove guys after one growing season unless the tree is very large or on a windy site. If the tree is at risk of being hit by a car door, install several protective stakes. 9. Water Water is the critical factor for tree survival. Fill the saucer twice weekly for a month after planting. Water weekly after that for at least one growing season. Use 5 gallons a week per inch of tree diameter. Tree irrigation bags may be used during the growing season. Remove bags before frost. Water regularly for several years. Do not keep soil continuously saturated. 'rhirs se4,tion is reworded nt content is the same. 27 Lexington Tree Management Manual Figure 7 RIFE PLANTING GUIDELINES (BAREROOT) Root flare punction 2" Partially rotted woad thiips phnit 1-2" above (keep awe y fnmrrm truirnk) existing grade Bare roots.sit directly on to of undisturbed sell Bac lnrjll with soil Existing grada .... 3°"Mia�@��a�m°w��u� 0 SoL riot a111juldtnr " un&sturbed soil 'a� �4N 'GU M EA FEA nF i�st r�i Excavate the planting hale shaipurw and wide,threle times the diameter of tree woots so that the botto rrn of time root flare will be at finished soil level. 28 Lexington Tree Management Manual C. PLANTING DIREC.TIONS FOR BARE ROOTTRIFIES 1.)J t e.r o I th q flags.When plarifing a bare root tree the hole should be 3 tr[TIeS wider in all directions than the root spread of the tree. Cir.vate loose soil horizontally fbir the spreading roots. Mak.e the hole in a "t)owl" sitape, (See Figure 7, Page 28). Place the root system directly oin undi'lStUrt)ed SOiL 2. R..... ..oo i Wrappjjt�s Unpack the tree as soon a nays it � received. li-orin the suipiplier. If the tree roots, come........ ... ................... ... covered hi Ihrylnog el Slurry, Ike,ellp theirri covered as they are uritangled.. Ifthie roots do rnnot have hydrogel remove the packing materiak, untangle tficrn and s(..)ak the roots in wateir R.)r 3 to 4 hours, 1 P. lz ' T - I -ogel, or frorn the jc.!.jngim�loke Reiinove the tree firorn the plastic bag �f it is covered with hydii bucket in which it. has been soaldrig. Stand it upright in the middle of the hole, Spread the roots '360 degrees throughout.the 'bowl' of tine planting hole, 1,ower the tree so that the top of the rroot flare is visible at so ill Il.ewrel, (See Figure 7, Page 28.) Place as shovel across the hole to rneasure where the shovel nreets the root flare, Change the planting depth as needed,, It k better to plant too high than too deep, 4. 13 a c k..fi I I i ri..g Make sure the tree is plumb, then backfill with the ,,;oil that has Ibeen rernoved.. Do not add soil amendments suich as peat, bark, 6CA-tili7Cr, potting soil, or chemicals. Whein fialf'of the backfiH is replaced, Nvateir the hole to help collapse air pockets. Use the wooden end of t1he shovel to gently poke out air pockets, Cotnplete backfilling, Gently finn all soil,, Check to urake sure that tree root flare lies above ground. 5. S. ati.i.c el. Build a water hollding 3"" Learn with soil around flhe edge ofthic hollc,. 6. NI u l ch. Spread inulch 2" deep of partially rotted wood chips or shredded bark arourid the entire root area, Keep rm,dch away froin the stem of tine tree rhis will keep the soil damp arid cool. (See Figure 8, Page 30.) 7. S.t ah i T..I.g Tree staking is not necessary in most cases. The exceptions are in windy sites and in high traffic, sites as as deterrent to vandafisTin. It'stakes and guy wires arC Used they need to be removed after l 2 two yelars and before they girdle the tree truirik. S. W a I-ei.r.'Frees need to be watered regullarly for the first year or two after planting. Watering Irnnaay he done Lwy these rnraetlnoals. A. tree h-6gation Ilpaag l- attach lhaagg to tree, innalking sii.trc (lie talpe Ihaaas been jremov:,d thorns all trickle holes, Fill. bag at least once an week diiiing dir spells. A. soaker hose; once a week (4 to y 1 6 gallons) fill aroufld base of tree or more often if in drought, A reglular hos'e,- soak the tree (4 to 6 gallons) once a week at the base and Ynore frequently ifin a drought, 29 Lexington Tree Management Manual Figure 8 CORRECT USE OF MULCH deep rruAch o+m- wil away 6.01111 trUn (RIGHT MAICh 0C SOd -volcanoes" can d1aimage the rrun with rot, rodent damage,gir•dilin roots or 4isect infestation WRONG 30 Lexington Tree Management Manual VII. MAINTENANCE SPECIFICATIONS FOR PRUNING A. GENERAL REQUIREMENTS FOR PROPERTY OWNERS/PRIVATE CONTRACTORS I. Enlergcnq�� If the tree k on public property, caH the Tree Warden to request pruning, ............................... If the tree is on private property and there is an immediate danger to persons or property, cut lbacgc trees only to the extent that then- hcalflh wHil not lhae iiinpaiired. Consider iretainrng as tree profvssionaall to evalluate the]prroblaunmr and perforryi the woirlk. 2. Tree Pruning Crimes Do not top or stub trees. These practices impair the health and beauty of the tree. (See Figure 9,Page 32) 3. Where to Cut Branches Make cuts just outside the branch collar. (See Figure 10,Page 33.) Make all final tree-pruning cuts to favor the earliest healing of the wound by natural callous growth. Do not make deep cuts flush with the trunk. These will produce large wounds and weaken the tree. 4. Sharp Tools Keep all cutting tools including saws sharpened well so that final cuts will be smooth. This preserves adjacent bark from being torn apart. 5. Disinfection Properly disinfect all tools used on a diseased tree immediately after completing work on the tree. Rubbing alcohol works as a disinfectant. 6. Avoid Bark Wounds When pruning branches hold the branch securely in one hand while cutting. First undercut, then cut off the branch one to two feet beyond the intended final cut. This prevents tearing back the bark and wood when making the final cut. (See Figure 10,Page 33 and Figure 11, Page 34.) When repairing bark wounds, remove only damaged or loose bark, not live tissue. 7. Avoid Root Wounds When cutting tree roots, use sharp clean tools to prevent entry of organisms that can cause decay. S. Trunk Wound Dressing Avoid trunk wound dressing, as it prevents the tree from healing the wound naturally,unless it is prescribed for a specific disease. 9. Spikes For high pruning use a pole 1prunnerr, an orchard ladder or a 1bucket trucl<, Never use climbing spurs or spiked shoes while pruning. 10. Anchors When winching a tree out of the ground use anchors other than other trees or utility poles. Manage without using trees to support utility wires or poles. 11. Safe Work Area Promptly clean up branches, logs and debris resulting from tree pruning or tree removal. Keep the work area safe at all times. 12. Uncompleted Work When pruning, never leave partially cut branches in trees. When removing a tree,never cut tree roots. This leaves a tree standing with little or no support. 13. Lower with Ropes Whenever large tree sections are being cut in the treetop, secure each section by ropes and lower it safely in a controlled manner. 14. Site Coordinator Assign tree worker to-4,xA+R14�ate F, a r r on the ground at all tine* w-h i le to direct pruning or removing large trees i l9,ro ss. 31 Lexington Tree Management Manual Figure 9 TREE PRUNING CRIMES NO Topping f ti 4 el S�s u bing NO Stuff 32 Figure 10 WHERE TO CUT BRANCHES Broken Leader . - Lateral Branch Imaginary Line , ............................Branch Bark Ridge Final Cut �........ °' m When cutting a broken leader back to a lateral branch, bisect the angle between the branch bark ridge and an imaginary line perpendicular to the broken leader. Branch Bark Ridge When removing a branch with a narrow crotch, cut from the bottom upward. Lexington Tree Management Manual Figure, III I AVOID K WGUNDS 2iid cuE f*� i,,r 15C Final Cut branchbaxkRidge: Bmncd°r Igll r , Do not cut brwichw flUSII with a-uri . �Sti,y cotsideof the C01110. Removing large lateral branch requires two preliminary cuts before the final rut.. the first two cuts prevent bark peeling the trunk. 34 Lexington Tree Management Manual B. ADDITIONAL REQUIREMENTS FOR PROFESSIONALS ll. The requirements listed below apply to utility linesmen, highway departments, and the Town of Lexington or its contractors and are in addition to all g µ a ve-VII MAINTENANCE SPECIFICATIONS FOR PRUNING. 2. Standards Perform all work in accordance with the latest publication of the American National Standards Institute. As ol.'2018,these ANSI A.300: 'Free, Shrub & Otfiier Woody Plant Maintenance Standard Pra oices are avadabl<e at p-iittps://www.teia.oi,g/']'C'.]A/BUSINESS/A.NSI Ca300 Standards /'1'ClA./l31ISIIlOCESS/A.300 Stand a rds/A.:300 S tan dards.asp x?likey.:::202>>r':56fa...43641....46M b7r,1...2au:36 5a.1`5966 _cited 2 February 20➢8J.. 3. Large Branches Authority to prune street and public trees does not include the cutting back of healthy tree branches in excess of six inches in diameter unless specifically described and written into the permit by the Tree Warden. TREE BYLAW, TOWN OF LEXINGTON CHAPTER 120 TREES, § 120-7 Public shade trees and Town trees.A. Scope. http;//cccrJ&360.com/1.05353.35 [online: cited 9 March 2018]. 4. Utility line pruning Regular utility line pruning clearance is done in accordance with accepted arboricultural standards, when approved by the Tree Warden QK ,i — quiml Ib ej4ed :a w n t�urarl i flanals inn tR cra, o8 u:..t.p..p y ..4 ne elea amiee-work arid a rrcrvetfl......1yy4w .:y.:.Fe Wm--den. Nstar (Eversource) worked with the Lexington Tree Warden to have trees near power lines in Lexington pruned to a standard following the damaging fall 2011 snowstorms. G-ii Hhe extent 4.errrrn�Suabseq uen ley, Eversource uses a template of 10 feet below x 10 feet to either side x 15 feet above for clearance around their power lines. =Fhe-Se-f1RffHilrs Ala f whie the dis�a m —in4 t4.t44, h .....tr Rs weu°e a �a�vay fru�nw t ...t.wv —Vur ew i-Praning perurwits an. secured frorn the 'Tree Warden. 5. Stump Removal When removing public trees, cut the remaining stumps to six to eight inches below ground level unless the Tree Warden grants special exemption. 6. Excavation Finishes Excavations resulting from tree removal are filled promptly to normal ground level with clean earth, properly compacted and cleared of debris. The area is finely graded and planted with grass seed, otherwise directed by the Tree Warden. C. AUTHORIZED TYPES OF TREE PRUNING 1. Pruning and Removal The two basic rules of good pruning are (1)to use clean sharp tools and(2) to stand back to inspect the overall form between pruning cuts. (See Figure 9,Page 32.) 2. Safety Pruning Near Public Was Safety pruning consists of actions necessary to correct one or more conditions within a tree that may be hazardous to persons or property. 35 Lexington Tree Management Manual a. Clearing public passage ways requires pruning trees in such a manner as to prevent branch and foliage interference with safe public passage. Maintain clearance at a minimum of 14 feet above the paved surface of the street. b. Prune to remove dead, dying, or broken branches r t-w-a-� in chess or--g at i:n-d tee=. c. Cut back is h s-o-f branches and foliage that are blocking the view of traffic control devices or signage, or are obstructing safe passage on a public sidewalk or street. l%e uu a we,ght ley:....GM44W a'ck... iclr.:t'..:IN anel'pvs enkly ehr-e Km exe&Y,',W' e....:bufdes-a nay Fes.:u.:g:t i.:ri4ar+ ka eat p�rti g in�wfl u..:wa :t ut 8 :y.:..duve�....:i kitliy:....:i ,�a yea a, ..... ix inches nor..... i;. r7 VIII. TREE PROTECTION DURING CONSTRUCTION A. GENERAL GOAL OF SAVING TREES Kee-"n..: rid Chat net--o uly-4h.e but ie .... kf 4yy war of 14t"-44K,Ofnwioure-4rees in Mature trees that are saved during a:,onstruction increase the value of the property, as well as the surrounding neighborhood and the larger community. Trees, particularly mature trees have aesthetic appeal, improve air quality, reduce noise and screen glare and heat. They also stabilize soil, aid natural flood control, create habitat for wildlife and provide privacy. For specific legal requirements, see the Tree Bylaw, (Appendix I,Page 64)tollp °l/www.ecoele3611.,comll.0535:35 To achieve the goal of saving trees, do the following in your design development: 1. Retain a Registered Surveyor The surveyor must show on the base plan all trees of six inch DBH or greater, and the setback area. (See Figure 1,Page 7.) 2. Design to Save Specimen Trees and Large Shade Trees Identify specimen trees and large shade trees (See Chart Number 5. Large Shade Trees, Page 17.), especially those six inches or larger in diameter. Design the site plan to preserve these trees, using them as a distinctive focus or framing feature to enhance the plan and buildings. Take care to allow enough space around them to ensure their survival. (See Figure 12,Page 37.) 3. Transplant when Possible Specimen Trees and Large Shade Trees in the Way of Construction. If they can be transplanted on site,incorporate them into the site design. 4. Remove Unsafe Trees Identify trees that are terminally diseased, damaged beyond repair or in danger of falling. Remove them early in the development process to create a safer building site for construction workers. 5. Submit Plan to the Tree Warden Once a plan is developed; submit it to the Lexington Tree Warden for review. Discuss and come to an agreement as to which trees are to be preserved, transplanted,protected or removed. 36 Lexington Tree Management Manual Figure, III2 DESIGN TO SAVE SPECIMEN CI TREES WRONG RIGHT' I µ i I.ocatc bulldun ,s and other,clen,ernts so they fall ou,tside d-m root zwie of speciial trees you wam to nave, Take ibm attotunE the size yom)g trees will reach at maturity and allow adequite room for development, If strt,Ktur s W iEhiii the root zonlie are unavondable„use pillars grid posts instead of footers and walls to a injimize, damage to tree rots, 37 Lexington Tree Management Manual 6. Prune Only as Necessary Prune the trees to be saved only as needed to remove broken branches, to enhance their natural form and to fit with the proposed buildings. Trees need as much foliage as possible to help them survive the stress of construction. Follow pruning procedures outlined by the N-atiomd the Lexington Tree Management Manual, (See Figure 9,Page:32, Figure 10, Page 3.3,Figure 11,Page 34,) 7. Design for Foundations Substitute posts and pillars for footings and walls where proposed foundations conflict with tree roots. (See Figure 14,Page 41.) B. PROTECTION REQUIREMENTS FOR EXISTING TREES 1. Barrier Protection Protect all trees to be saved before demolition and land clearing begin. Install barriers at the critical root zone, the outer edge of the area under the leaf canopy. This may be modified to a location agreed on during an on-site visit by the Tree Warden and/or a Tree Committee representative. Construct barriers of sturdy posts and highly visible plastic mesh�w ether—approaved—duri'&b4,-4'e fkei'ng. This protection will prohibit heavy equipment from compacting soil, damaging roots,breaking branches and scarring the tree trunk. (See Figure 13, Page 39.) 2. Weights under Tree Park vehicles, equipment, or stockpile earth, fill and other materials ONLY OUTSIDE the tree root zone. 3. Chemical Damage Dispose of all debris properly (rubble, cement, asphalt, petroleum products, herbicides, all chemicals) away from the tree root zone. 4, Leaf Mulch Allow fallen leaves from the trees within the root zone to remain on the ground as mulch. are on the lawn, they can be raUd aiip or wowed. 5. Flooding Provide proper drainage so that roots of trees are free of standing water. Pest no fkAent- -()1 wate ff tht"'eot":fr° two. 6. Fasteners .A...11ew Ai"AAe nee b...an:n&(411et— st t n deviei;7s n th-a:;......tr —Use separate posts instead of trees for fastening signs, fences, electrical wires and pulley stays. 7. Fires L,exnngt;on reegeuires a peninnt for open burrinng as descHbed on the 1,exx ngto n Fire Departnient web silteu at gmttp _//ww_�__._ge p_mg ca........... Sea rch "Departments", titil..,,ir Departrrne,nt"', "Min-ru Pcrmhs" jonlnne cited 15 February 201911 Perrmnt...,no4-tr within-4 10.....: t ofi the c<°itiFa ail�rana n >. 8 t Daaif a" bilia f bi-n �n�00 fe a t�e.eftlica�.re zo e. 9. Utility Lines Locate all new underground utility lines outside the critical root zone of trees to be saved. If not possible,tunnel under roots as an alternative. (See Figure 14,Page 41.) 10. Watering During diy spells in the growing season, water thoroughl,Al pxet.eeted-trees at ➢east once a week so that the water penetrates 12 to 18 inches into the soil. 38 Lexington Tree Management Manual Figure, III PROTECTING TREES DURING CONSTRUCTION IN q IN Y � u � r�l 77" � a criotal root zone ilnstilh a pratective fenc around the Tree. dripbin:e, Avoliid cornpacflo,n of rhi soil b keeping foot and vehirlle rr ffic away from the roof zone.. * Tie prowaive 2,x4s arotind trw"jk of tree ro ic;h rope, not wire, w 'Take special care with backho s and other niacWn ry to, milinimize damago to trunk,limbs and overhead her nr-h s. 39 Lexington Tree Management Manual 11. Building within Critical Root Zone: If it is decided that a building, road, walk, utility or other feature must be built within part of this area, it may still be possible to save the tree. Extra care must be given to the tree. a. Use hand tools instead of machines; b. Fertilize and water the tree in monitored amounts; c. Tunnel instead of trench for utilities through tree root zones (See Figure 14,Page 41). d. Construct dry stone retaining walls to allow the original grade in the root zone to be maintained(See Figure 15,Page 42). 12. Grade Change Guidelines Do not lower the grade or add fill within the critical root zone. (See Figure 15, Page 42.) " 'We do not -inheri.. t the earth. f m.. our ....... s r we borrow it From. our Children . " Native American Proverb 40 Lexington Tree Management Manual Figure 14 TUNNELING UNDER RIOT ZONE Trench Rinin'reliiri WRONG RtGHT AVO1D SEVERING ROOTS Install utility fin s mr,nd tree roots; or tunnel wider the root zone. Ti-eriching, hills all the roots outside the trench fib, Posts and sluppor6lig beams can be subSbWt d for footing and w llls where proposed, 41 Lexington Tree Management Manual Figure 15 GRADE CHANGE WOELINES, new g1rade preVious, grade MAINTAIN EXISTING GR D E R 'UND THE Prot tt troy roots by creiting t rrvtewith r tairtir`n w�ll „ "This will allow the orlghial rnacle arok.tnd the root zone to be nrmintainie . Cutdng or shaving roots or piling, sail on ttr,P of roots to create a condniU rrrs new arts Will slowly kill the t:r., I-ock r LIC for dr,,iAnage changes, chat., could inean �i V ee gets too much, raterr or not rnoiu h, 42 Lexington Tree Management Manual IX. INVASIVE PLANT SPECIES—IMPACT ON PUBLIC LANDS "F 1,1111 is sectiori has been etc sively ein ir w e orked. Son-iie of the te xt efin-iiiiii-iiated firorn the 3,d edifion has 'no)f�'�been replicated here because the content is captured in new text or tablIes. ................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................ A. MASSACHUSF'7TS INVASIVF PLANT ADVISORY GR01-JP 11. Invasive. plants "rion native species that have spread into nadve or virdtnin ailly irianaged plant, .... ...... ...................... ............................... systc;nnrn in Massachusetts, Theso, plarits caLISO econornic or envirorinnental hann by developing sell f.-sirstain nrig popullaflons and becon-iiing dorrninant and/or dlisinipfive to thiosesysterns.- This&,finffion was fi)rrn.ulated by 1&., Massat..�huseay In Plant Advi rou. s rj, G .................................. --------------------------------------�L ------- jonline ciltd t4 Jun.e 20191. 2. The Massachusetts Invasive Plant Adviso. ........Grou.12 Massachuseltv Invasivc Planl_.AcNb�ary ................................................................................................................................................................................................................................................................. ...................................................................... Gr!M jonline cited 5 May 201811 MIPAG is a volluritar�y collaboratike rc,�prescnting organizations and professionals caring for the conservation of the Massachusetts landscape. M1111AG was charged by the Massachusetts Executive Office of Environmentall Affaiins to provide recon-u-neridatioris to the Cornrinonweallth regarding whiiich p1larits are invasive and what steps shoulld be talken to ri these species. Massachusetts lists Ipalanrnts that it prolfibus for sale, pa.iirchase, irnportafion, oir translpianiafion on The Massachusetts Pirohilbited Plant 1..,ist of 2009 at Iiiittips://ag.i.iii-ri,.ia,,s.e(ii.ii/gireeiiifiioL.ise III rnainageniient practi'l.ces•11)in Ili rn a n i ia 11/irri a s s a i u s e tts llirmlhuilIIiitecnl jonfine cited 23 March 2018 dnvasive-... lants jonfine g service------etails/i-------------------------------�L......... cited 27 July 20191 3. 1 r.,v zi.sJ v e............rre. e ova jrvasrve tree species spread rapiidIly and aggressively, They dispkice native flora. I'llicy persist in natural landscapes. Some species invade their surroundhig area 10[4h sapfings. Sorne species contarniiiiiiate the sofll in whin hi they grow with their toxiins,. 'ney aire hardier than [lie native speciies that surround. thein. They suirviive where other trees will not. They reproduce more quickly than other sjl.-)c,,cic1s either by seed, und.eirground roots or both, They are not considered as Protected -Frees under the definniifion iin the Lexiington 'Free By Ilaw, §120 3, http-//eeode360.con-r/l0535335 jordni cited 27 March 20 I 81 4. E X e elition "Fric Sclechnein voted on 3/15/10 to ire inaWhiide Norway Map lIc (Acer p1la1anoiide ) as a Protected 'l-tee. 'niey recognized thiat large, fic-,althy Norway Malples contribute to Lexington's totA tree cain.opy and woii.dd require i-nitigatiori, (ric,w pland.ing's) it' removed dulfing construction. (When Norway Mal)les are crowded, unhealthy, or bellow 6" in diiarneter their ren-iovall is ericouraged.) 43 Lexington Tree Management Manual 13. INVASIV ' 131-ANTS ON I.AlAINGTON PUB1,1C I-ANDS L InvavC....pad , I-exington's pkiblic lands are host to Inany invasive plant species. The .................................................. f6flowing self sustaining popkIlations can be I'mInd in the, woods ailong Worthen Road, the edges of the Minuiternaii,i Bikeway, the Chreat Meadow and otheir rninirnally rrianaged aireas of' I..'exington. Inva0ve Plants on Lexington's Ipmnbfic lands Common Name Scientific Name Type of"Iplllaumnt Arnur cork tree Phellodendron aimw n ese Tree Black 10CUS1 Robinia pseudoacacia mree C,allery pear Pyms caller year a 'Free Norway Maple (A.I...,13 host) A cer plalan o ides rree Sycamore maple (/),I..,B host) Acerpseutdoplcyfam4s Tree rree of leaven Adanthus altissirrga rr(,(, Amur& Morrow honeysuckle 1.onicera mackii& mori-owii Shrub Bair bens ry Berberis spp. Shrub BUrning ffirslii Euonlymus alala Shrub EUropean 13L.tAthorn Rhamnus eathartica ShnJ) Glossy 113itekthoirn Frangida alnus Shn.ib JajI:yajPcse honeysuckle 1.,onicera/apom cum S III FU b Mkiftiflora Rose Rosa ,Wull�,'flora Shnib ratarian & Bell's honeysuckle Lonicera latarica & x bella Shnib Japanese knotweed. Fallopiajaponica Perennial Purple I...'00sestrife LYI&-um salicaria Perenn4d Comanon reed�rass Phragmites misiru'lis Grass Blac,k Swallowworl (..'Ynanchum loytiseae Vine Orietital Bittersweet Celasiris orbiculatus Vine Garlic kli,r,;taird A Maria Peliolala BienriW Nairrowleafffittcrcrcss C'Urdamine iml7aliens Bi.ennial/Anniml 44 Lexington Tree Management Manual C. ENVIRONMENTAL RISKS OF INVASIVE PLANTS 1. Caution Before Planting Avoid planting or transplanting the invasive plants n nt n d-nnr sectioH A.published by the Massachusetts lnvausive plant Advisory Group. Listed at j'Ltlps //w3vw npgab.sa,nu�.�u jonline cited.9 March 2018.1I 2. The Invasive Factor Multiples Eg ffect A non-native species may become an invasive species depending on the interaction of multiple factors; location, soil type, amount of rain and of specimens present within an area. A particular plant species might be invasive in one state and not in another. A single specimen of a non- native plant escaping to a roadside might not be troublesome,but if it multiplies it can become a problem. MIPAG nramitors potentiAly invasive plants, aasiirnpv a fifteen stelr criteria to truck a plant"s iaavasiveness. "l,hey work with the,Massachusetts Department(,A'Agricultural Resources to (keep the Massachusetts Prohibited plant List updated, latt.l)s://www.rnassnrc.oi-g/auuipaug/docs/Mll?`AG,r FINDINGS l^INAI., 04.2()05.pndf jonline cited 5 April 2018.11. 3. Disturbed Environment Susceptibility A disturbed environment is less able to resist non-native plants, which have potential for existing in high numbers away from managed habitats. The pervasive land development in the last 400 years in New England by lumbering, agriculture and industry, and the establishment of roads and buildings have changed the physical structure of the landscape. '1`111 s distrarbaance has a Bowed none native ,species to ou.utstrip many native New England species, 4. Case of The Norway Maple When an invasive tree such as the Norway Maple (Acer platanoides) is planted on a private property, typically the homeowners take care of the property, mow around the tree and pull up its seedlings. However, it has the biologic potential for rapid and widespread dispersion and establishment in minimally managed habitats. [online cited 5 April 2018]. It produces great quantities of seed, which blow around the neighborhood and take root in hedges, roadsides, edges of property,bike paths, and woodlands. 5. Danger of Unmonitored Invasive Plants a. Extinction of native plant and animal species. b. The decrease of ecosystem functions such as water filtration,wood production, and recreation. c. The increased economic cost of eradication control efforts. 45 Lexington Tree Management Manual �.�t utntAtt;titat ern �a�>�°���.��(y its rt��v ltt 4:i�� t°dnl�t�mi, X. INVASIVE INSECT SPECIES—EMERALD ASH BORER Adult Emerald Ash Borer size enlarged 011, Photo credit Minnesota Department of Natural Resources http;//www_rrna crv/ G{ ��Q lcl_f /mhcsp/�_ nc9 prcrt��ti��n._ix rmant enti€rrut/ nvasive- pl�jnt_._strategtcpj,t_ri.pd f Adult Emerald Ash Borer actual size Y2 inch long. Photo credit Arbor Day Society https://www arborday_,�rr /ihm,Aealth/pests/�mcrald ash.-bore cfm A. EMERALD ASH BORER IN MASSACHUSETTS The Emerald ash borer(Agrilus planipennis) (EAB), a beetle native to Asia,is an insect destructive to all ash tree species (Fraxinus spp.), including native white, green and brown ash. The first Massachusetts infestation of EAB was identified in the town of Dalton, and quarantined in Berkshire County, Massachusetts in 2012. The EAB quarantine was expanded to the entire state of Massachusetts in 2015.This invasive species causes widespread ash tree death, economic and environmental damage, and requires vigilant measures to suppress, control and slow its spread in Massachusetts.' Movement of ash wood within the state is unrestricted. More information can be found at htp,, //�assnrc.org/pests/1in�keddocuni nts/EAB"1askl~orceBrochure [Id t B. RECOMMENDATIONS FOR HANDLING INFECTED ASH TREES AND WOOD 1. Firewood Season, sell, or burn it where you cut it. Keep ash firewood as close as possible to where it was felled.After two years of seasoning, any EAB will have emerged or died from any ash firewood. Keep ash firewood only within the quarantine area. Only Massachusetts firewood that has been treated with a USDA-approved method can enter Connecticut (hardwood restriction only), Maine, New Hampshire, or New York. Vermont restricts firewood entering state parks, forests, and national forests. Current quarantine information is available at httRs://www.t_riass.L)k v/6,u des/eryieraid=ast�-borer-in-rna ssa_clitis€�tts[online: cited 7 March 2019] 46 Lexington Tree Management Manual 2. Ash woodchips Chips that leave the quarantine area must be no larger than lxl inch in two dimensions. May 1 - October 1 is the EAB flight season. When chipping between May 1 and October 1, it is best to chip ash logs near where trees were felled to avoid spreading EAB. If cutting and chipping between October 1 and the May 1, wood may be shifted within the quarantine area, prior to chipping. Check all equipment for woody debris before leaving a site to reduce the risk of transporting un-chipped infested wood. 3. Ash wood debris (limbs, roots, stumps, and other unprocessed ash wood) Chip all debris within the quarantine area, and keep it within 10 miles of the wood's original location. Tree care professionals must determine whether a load may contain infested ash debris before leaving a job site and carrying infested wood to a new area. 4. Ash logs and untreated ash lumber This wood can be transported freely within the state and within the multi-state contiguous quarantine areas for processing. Move logs and untreated ash lumber between October 1 and March 1 so that the wood processing can be completed before the EAB flight season begins on May 1. If carrying the logs into an area in another state that is not under quarantine, they can only be moved from October 1 - May 1 and must be accompanied by a USDA signed compliance agreement. Processing must be completed by the start of the EAB flight season on May 1. 5. Ash nursery stock Ash nursery stock cannot leave the quarantine under any circumstance. The Lexington Tree Committee does not recommend planting any ash trees at this time because of the threat of Emerald ash borer and the potential loss of newly planted trees to this insect. C. LEXINGTON DEPARTMENT OF PUBLIC WORKS ASH TREE POLICY 1. Lexington Department of Public Works Ash Tree Policy Subsequent to the discovery of an Emerald Ash Borer(EAB) in Lexington in 2018, The Town of Lexington Department of Public Works developed the following Ash Tree policy. All ash trees on public land get inspected by the Forestry Staff. The infected trees are removed. The branches and brush are chipped and the logs are brought to the Lexington Compost Facility at 60 Hartwell Avenue where it is chipped into pieces small enough to destroy the beetle larvae. Healthy ash trees are pruned to promote good growth. Ash trees determined by the Forestry Staff to be significant and in good health will be treated with trunk injections of Tree-age®. The Forestry Staff will continue to monitor and inspect ash trees on public land. Homeowners and business owners are encouraged to inspect their ash trees and follow the practices of the Forestry Division. s 47 Lexington Tree Management Manual D. WORKS CITED 1. "Massachusetts Forest Alliance, Massachusetts Emerald Ash Borer Quarantine". 2016, EAB News Feed httfr�//m issfo,)restaltiance.orJ;, `Resources', `Newsletter Archives' [online: cited 28 March 2019] 2. "Recommendations For Handling Ash". 8/2015 No. 181, The Citizen Forester, Department of Conservation and Recreation, Massachusetts Urban& Community Forestry Program. [Online: cited 4 August 2015] 3. Pinsonneault, David J., Director of Public Works, Town of Lexington. [Report to Lexington Tree Committee, 8/2/2018] XI. INVASIVE INSECT SPECIES—ASIAN LONGHORN BEETLE �� i�'��'dl IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII V'°"� Asian Longhorn Beetle m� Photo Source: Kyle Ramirez h__tt_p,,,.,,://www.arnerican royests org/rnagazine/article/�radi,cation nation Asian Longhorn Adult Beetle actual size 1-1.5 inch N Photo Source,Mtp.{/AL w worrest�r x l ov/l�r�tnc /tries/asian-long�lho n -beetles 48 Lexington Tree Management Manual A. ASIAN LONGHORNED BEETLE MASSACHUSETTS OVERVIEW AND HISTORY' Asian longhorned beetle, Anoplophora glabripennis (ALB) is a threat to America's hardwood trees. With no current cure, early identification and eradication are critical to its control. ALB has the potential to cause more damage than Dutch elm disease, chestnut blight and gypsy moth combined, destroying millions of acres of America's hardwoods, including backyard trees, state and national forests. ALB was first discovered in the United States in Brooklyn, New York in 1996. It was later found in Illinois in 1998, New Jersey in 2002, Massachusetts in 2008, and Ohio in 2011. ALB most likely came to the United States inside pallets from China where it has become a threat to hardwood trees. For most of its history, the Asian longhorned beetle occupied a small niche in the forests of China, Korea and Japan. It was not known as a serious pest. In the 1960s and 1970s, the Chinese government began to plant enormous windbreaks of millions of poplar trees in its northern provinces in response to erosion and deforestation. Poplar trees grow quickly and tolerate the arid, cold climate of northern China. In the 1980s, as China's poplar forests matured, the ALB population exploded. Within a few years, hundreds of millions of trees were infested, and the Chinese government had to cut tens of thousands of acres of forest to prevent the beetle's further growth. Concurrently China began shipping goods using wood packing material. In the 1980s, pallets of infested poplar began to leave Chinese ports, carrying Asian longhorned beetle larvae. As a stowaway in the global shipping network, the insect came into contact with warehouses across the world. z Two separate infestations were found in Massachusetts,the first in Worcester in 2008 and the second in Boston in 2010. The Boston infestation was eradicated. The Worcester infestation is on going. "The life cycle of the ALB is roughly a year, nine months of which is spent buried in wood. ...Beetles will often inhabit one tree for many generations until it is nearly dead. . ." Peter Alsop, Smithsonian Magazine November 2009 http�.//www._smnthsonicnnni c)m/science nMure/invasion of the_jQnZ orn._beetles_- 1.450 fro__5 Q�4! 49 Lexington Tree Management Manual Asian Longhorn Female Beetle Actively Chewing An Egg Site o, � u V Photo Source, George A. Hubley Jr. MA,DCR, Forest Health Program,DCR Bureau of Forest Fire, Control and Forestry Fl t: // vw ra_ e ...............................................>L �� i n innassai setts_ g B. CURRENT DETECTIONS The current cooperative eradication program established a 110 square mile quarantine zone in Worcester County. The six communities included in the quarantine zone are Worcester, Boylston, West Boylston, Shrewsbury, and portions of Holden, and Auburn. C. MASSACHUSETTS ALB MANAGEMENT PLAN; ASIAN LONGHORN BEETLE COOPERATIVE ERADICATION PROGRAM Massachusetts Department of Conservation and Recreation (DCR), United States Department of Agriculture (USDA), Animal and Plant Health Inspection Service (APHIS), and the US Forest Service (USFS) are working together to eradicate ALB from the state. Currently the only effective means to eliminate ALB is to remove infested trees and destroy them by chipping or burning. To prevent further spread of the insect, quarantines are established to avoid transporting infested trees and branches from the quarantine area. Early detection of infestations and rapid treatment response are crucial to successful eradication of ALB. 50 Lexington Tree Management Manual The Forest Health Program, administered by Massachusetts DCR, utilizes ALB traps as an additional survey tool assisting the Eradication Program with locating previously undetected ALB infestations. Asian Longhorned Beetle Cooperative Eradication Program will take trap damage reports and provide more information at 508-852-8090, Forest Health Program, DCR Bureau of Forest Fire Control and Forestry, Amherst, MA 01002. �rtibps;//w�vw_nnias5_gg_/_gLnid s/asi an lorighgLkI _beetle in-massachusett .[online: cited 17 March 2019] D.WORKS CITED 1. Ken Gooch,Forest Health Program Director, Web Page, Asian Longhorn Beetle in Massachusetts [online: cited 17 March 2019] 2. Peter Alsop, "Invasion of the Longhorn Beetle," Smithsonian Magazine,November 2009 [online: cited 30 April 2019] "...With no current cure, early identification and eradication are critical to its control..." Asian Longhorn Beetle in Massachusetts _tales //vvvw m_.ass v v/gu�i�ic; /a e u_n:=lorngh�rrject_ls� t➢c-i:n mas_achn setts XII. ASIAN LONGHORN BEETLE—GREATER WORCESTER 2008-2014 A. GREATER WORCESTER- LARGEST ALB OUTBREAK IN NORTH AMERICA' According to Rhonda Santos, Public Information Officer for the United States Department of Agriculture (USDA), Worcester is the site of the largest Asian Longhorn beetle (ALB) infestation in the North American continent. The number of trees cut down between the ALB discovery in August 2008 and September 30, 2014, when the USDA declared it under control was close to 35,000. During that time they surveyed over 4 million infested trees.' The quarantine zone is particularly important because it abuts large areas of forest in northeast New England and Canada. If ALB were to spread into these forest areas it would devastate timber, nursery stock, maple syrup production, and the fall New England tourist industry. 51 Lexington Tree Management Manual B. QUARANTINE ZONE The quarantine zone encompasses 110 square miles. It covers all of Worcester, Shrewsbury, West Boylston, Boylston and portions of Holden and Auburn. From the discovery of ALB in August 2008, through September 2014, approximately $146 million was spent in Massachusetts on the eradication effort. The major cost was for staffing the Survey crews, which looked for signs of ALB in trees of the greater Worcester area. The USDA and the Massachusetts Department of Conservation and Recreation (DCR) employed 102 staff members in Worcester County,most of whom were surveyors, whose job was to establish the 1 10 square mile perimeter of the infested tree quarantine zone. As they worked for 6 years and 1 month determining the final boundary area, tree crews continually removed 35,000 infested trees from within the area as it expanded from the center in Worcester outward. C. SURVEY METHOD Surveyors used binoculars, trained dogs, and climbing gear to identify the dime-sized exit holes left by the adult Asian longhorn beetles in an infested tree. After the infested tree was marked for removal, climbing crews inspected every tree within a 656-foot radius buffer zone around the marked tree. If another infested tree was found anywhere within the buffer zone, that tree was then marked for removal and another 656-foot radius buffer zone was drawn around the second infected tree, thus increasing the quarantine boundary one buffer zone at a time. At risk trees (those trees preferred by ALB and located within each buffer zone) were also designated for removal. State and Federal regulations governing the quarantine zone provide for this to protect other areas of the state from a potential massive ALB outbreak. D. CHEMICAL TREATMENT Injected chemical treatments were considered, but rejected by the City of Worcester. There were several problems with the effective chemical imidacloprid. Research showed that it was a danger to the environment. It affects pollinators like bats and bees, and flowering plants. Injected chemical treatments penetrate only the first layers of the tree. Consequently, it kills ALB first larval stages,but misses larvae that have developed deeper inside the tree. E. REPLANTING Massachusetts Department of Conservation and Recreation, The City of Worcester, and Worcester Tree Initiative combined to replant 31,000 new trees of varied ALB resistant species in the greater Worcester area. This effort replaced most of the trees that needed to be removed from the devastation of the ALB between the years 2008 and 2014. 52 Lexington Tree Management Manual F. CONTINUING SURVEYS Surveys are continuing within the current regulated area and the bordering towns of Sterling, Northborough, Westborough and Millbury. Surveys in the bordering towns are being done proactively in hopes of confirming that ALB is not beyond the known infestation.2 G. PHEROMONE TRAPS Entomologists from the U.S. Forest Service Research Station in conjunction with Pennsylvania State University developed a beetle pheromone trap that lures ALB out of trees where it may be in outlying or hidden infestations. In 2011, 500 traps in strategically laid-out"traplines" were set out in five central Massachusetts towns, Worcester, West Boylston, Boylston, Shrewsbury, and Holden. Since then, the traps caught beetles and surveyors identified additional infested trees in areas near the traps. 3 1hAlps //nr w nrs=fs Ied.us/new_/review/15_[online: cited 23 May 2018] This monitoring continues through the Asian Longhorned Beetle Cooperative Eradication Program administered by Ken Gooch,Forest Health Program Director, DCR Bureau of Forest Fire Control and Forestry. ".. .An ALB infestation tends to be a slow, quiet burn, with multiple generations often feeding on the same tree or those very nearby.. ." Tate Williams"Eradication Nation: What Boston's battle with the Asian longhorn beetle can teach us about stopping an invasive pest in its tracks", https://www.americanI'orests.org/mat aziiie/article/eradication-ovation/ 53 Lexington Tree Management Manual 1A ® s• r s •s• � � • •s Princeton Sterling Sterling Clinton Rutland Berlin West B ylston WM1fadln uusa.kk g � Boylston 1 / Holden a , A Jib ?dP'� � 40 - �o �r v v Northborough o ' m � 20 III t ,Paxton { ,,.. ' t Shrewsbury Worcester..,,....,.- 20 1 Westborough Leicester r r 20 = - �® ems i R �gF Millbury Auburn ' ruw YST u � zo t .. .--. Data Source: Date Created: USDA APHIS,PPQ 2019Infested Trees � �Town Boundary data so rte 512/2019 2150Cel—A,e Fort C d l i-,Co 80526 2008-2018 1nfesfed Trees --------- Highways o , , 1�CM Mies ® r Regulated Boundary Roads o Is 3"u�^"`" mt,t eam,a,a all mt r�6rmara,� ,�,te m,r,���,ha�<htr�� ro=rawgrh us.o�nmrm or agr�tdr,re: Mlmal and Plan[4,11h hys... 5-,, (APHBi, ar by awpararors on lPNe'haM4 hr rastrinetl r U r rest P�41,1 1 fr att Sys s'rr.INAU 19V St tPN' Mauadr,rs t, a'tland FINS 1001 government pu rpases ody and'is the sd,prap,y of APHIi See t II d-sdamu her¢'aph's.usbgm/Idp,mapolsdaimu 54 Lexington Tree Management Manual H. WORKS CITED 1. Quinn, Tom. "Trees Under Attack: Worcester's Beetle Battle", 30 July 2015,Worcester Magazine h ,:/_/.www.a�riericanft.)rests.crt-,/m 4 /4 a / r Ott ;r t n elm_/.. [online: cited 4 August 2016] 2. USDA announces its 2014 priorities in continued eradication of the Asian longhorned beetle (ALB) from Worcester County, Massachusetts [online: cited 24 August 2016] http //www_ar)his Lasd.- 93ov/Aphis/newsroom/news/-sa 1) date/s 201.4/sa 03/ct ally?worce ter/ 3. U.S. Forest Service Northern Research Station Research Review, No.15, Winter 2012, [online: cited May 2, 2019] XIII, DISCOVERY AND MANAGEMENT OF THE ASIAN LONGHORN BEETLE ON FAULKNER HOSPITAL GROUNDS: 7/4/2010-5/14/2014 A. INITIAL DISCOVERY A few days before the weekend of Sunday, July 4, 2010 Deborah LaScaleia, supervisor of the grounds department at Brigham and Women's Faulkner Hospital in Boston, Massachusetts discovered unusual holes in several red maple trees while walking the grounds. She also saw sawdust-like material on the ground below, created when Asian longhorn beetles (ALB) bored holes. 1,2,3 She had taken many classes and seen the latest on invasive pests at trade shows. She contacted the hospital's arborist, who called US Department of Agriculture (USDA) Animal and Plant Health Inspection Service (APHIS) in Washington D.C. On July 5, federal officials from (APHIS), the same team who had been working on the Worcester infestation, confirmed the presence of the invasive ALB in 6 red maple trees. They found 13 adult beetles and 33 beetles in earlier stages of development. The beetles were sent for forensic analysis. On July 6, the trees were removed and ground to destroy any possible residual beetle larvae. "' APHIS set up a quarantine perimeter of 1.5 miles from the original site.' They imposed a ban on transporting firewood or woody material outside of a quarantine zone within 1.5 miles of the epicenter. ' Tree climbers sent in by APHIS began to inspect host trees of the Asian longhorn beetle within the quarantine zone, working outward, looking for signs of the beetle, examining every tree vulnerable to the beetle: 'Acer(Maple),Aesculus (Horse chestnut),Albizia (Mimosa), Betula (Birch), Celtis (Hackberry), Cercidiphyllum. (Katsura), Fraxinus (Ash), Koelreuteria (Golden Rain Tree), Platanus (Sycamore), Populus (Poplar), Salix (Willow), Sorbus (Mountain Ash), and Ubnus (Elm). ' The importance of swift action in removing the infestation was heightened by the fact that the epicenter was located directly across from the Arnold Arboretum,which contains specimen trees 55 Lexington Tree Management Manual collected from around the world of historic and botanic value. 11 APHIS and the Arnold Arboretum through negotiation, compromise and the use of exact mapping reached an agreement to use imidacloprid, mostly by soil injection. This limited injection damage to trees. It also reduced by half the original number of trees planned for injection. " B. EVALUATION OF ASIAN LONGHORN BEETLE AND RED MAPLES Scientific evaluation of the infested trees and their planting date confirmed that those trees were not infested at the time of planting on Faulkner Hospital grounds. Results of DNA analysis indicated the ALB specimens from Boston were genetically similar, but with slight variation, to the ALB specimens in Worcester. 12 Program staff investigated potential pathways of this invasive species introduction. It is believed a vehicle that parked at the hospital was carrying materials that contained ALB, which crawled out and found the row of red maples. 13 C. BOSTON AND BROOKLINE ERADICATION PROGRAMS To control the pest, 10-square miles were regulated by quarantine in Norfolk and Suffolk Counties, an area that included the neighborhoods of Jamaica Plain, Roslindale, Roxbury, West Roxbury and a portion of the Town of Brookline. 14,1.5 Each June treatment of all host trees in a quarter-mile radius of the six original maples was done for three years with imidacloprid by trunk injection. 16 APHIS protocol calls for prophylactic treatment with imidacloprid, a pesticide that is effective against ALB. 17 Tree inspectors from the USDA and Massachusetts Department of Conservation and Recreation (DCR) continued with surveys on both public and private property in the Regulated Area (quarantine zone) to look for signs of ALB through the four-year period of July 2010 to May 2014. APHIS and its partners USDA U.S. Forest Service, the Massachusetts Department of Conservation and Recreation, the Massachusetts Department of Agricultural Resources, the City of Boston, and the Town of Brookline, removed six infested trees from one property and conducted multiple inspection surveys of more than 90,000 host trees. In May 2013, the eradication program completed its third and final cycle of chemical treatment (imidacloprid) on 2,000 host trees. " Asian longhorned beetle (ALB) was discovered in Boston in July 2010 and declared effectively eradicated from an area in Boston, MA, May 12, 2014 by the U.S. Department of Agriculture's (USDA)Animal and Plant Health Inspection Service (APHIS). 19 56 Lexington Tree Management Manual trr� p u� mNP 'rYe "n'mM p'G 7k41YbN y� �@larriw ^Vu�N�'� 4:N BROOKLINE gym,„ BOS f �r TO d � I qua �uwa,u�n �u-� Regulated Area to Suppress and C nl9r7N tt Asian Lorio�ba med FkAe, �''1,%'9-9!µYPtl10,i'rYAtl Nl Ni�lvh e+a'rvial g:.aba wru uwS11,v"o w ✓., 1,,-1 (xX ,'h N,m ,u[rau f4 57 Lexington Tree Management Manual D. WORKS CITED 1. Johnson, C. "Finding of invasive beetle in Boston sets off alarms", 7 July 2010, Boston Globe htl.p://grclritve boston.crrm/news/scter�c€*/a:ntrncies/2010/G 7/07/tindyn of invasive beetle in bosto n sit, off alarms/ [online: cited 3 September 2016] 2. Williams, Tate. "Eradication Nation: What Boston's battle with the Asian longhorned beetle can teach us about stopping an invasive pest in its tracks", Winter 2015, American Forests, https//www amc ri anfore 9tg:orR/mag,azine/�rtia:lle/cradication nation/ [online: cited 6 September 2016] 3. "Deborah LaScaleia honored by USDA for Role in Asian longhorn beetle eradication",Pulse News For and About BWFH Staff and Employees,Page 10 The B u_tt<rfly_Ir'p4�ect_ttak�-s.kliglnt gta_l�Wl�H.__1F1rtglhtam and Warme n's_,_ [online: cited 17 September 2016] 4. Op. cit. hrt.s://www.ameria,,i nkorests.orb;a aWizin /article/€�r�adic_�rtiora_-taation/. [online: cited 6 September 2016] 5. "Asian Longhorn Beetle Confirmed in Boston", 6 July 2010, City of Boston, Mayor's Office, hatp //ruww cityrtlbarston jpovluraws/tt€�l�ualt aspx yid=_4682 [online: cited 1 September 2016] 6. "Regulated Area to Suppress and Control the Asian Longhorned Beetle" Boston, 6 July 2010, Office of Geographic and Environmental information (MassGTS) and DCR GIS, Commonwealth of Massachusetts, Executive Office of Energy and Environmental Affairs. Map inasstirc.org/pests/albdocs/AL,BI egulatedAreaN4apBostoniO70620f0,pdt' [online: cited 3 October 2016] 7. Op. cit. http. //www.c tyofllaQsaoni.-;��v/news/det,aiil_t..�_sJ�nx yid_:4682 [online: cited 1 September 2016] 8. Op. cit. http //e-vww.cityoflbost- n_;a2_v._/mows/e cfautlto6rstpx rid_-4 r 2_ [online: cited 1 September 2016] 9. "Asian Longhomed Beetle: Update List of Regulated Articles", 16 June 2016,Federal Register, ily Journal of the United States Government,._ hops://vvvw 1 ti ralre istc rga v/do�atnnents/2016/06/tea/201_6.-14248/asiart-loiighc'Ilq xd b ile-rapdate.- Iist of-r�l ul to c�-articles [online: cited 30 October 2016] 10 Op. cit. littp Harc nrave Boston com/new!/science/articles/2010/07/07/finci�it f invasive beetle in Boston sets_o.l'f Ldarrms/ [online: cited 3 September 2016] 11. Op. cit. littps- lv ww_arise_ric�ara.forests.org_/.rrrraYazine/, rticl,e/�radic tion.-nation/ [online: cited 6 September 2016] 12. "Asian Longhorn Beetle (ALB) Cooperative Education Program", 18 August 2010, City of Boston, Environment, Energy and Open Space. https://www.cityofboston.gov/news/Default.aspx'?id=°4724# [online: cited 19 September 2016] 58 Lexington Tree Management Manual 13. Op. cit. https.Hwwv✓.americ�n�9ore;sts.org/rna�j in /rrticie/era(l_ication-iiiati(.)n/ [online: cited 6 September 2016] 14. Op. cit. littpl:/mn s rrtt_�.vrg/S is/all dog /111L 1 1 , ulatc Areakl aIpQ ost n007 )2Q110.Ir f [online: cited 3 October 2016] 15. "USDA Declares A Boston, Massachusetts Area Free Of The Asian Longhorned Beetle", 14 May 2014, Washington, /PRNewswire/ http//www p_Lq=wswrre.coni/news releas s/asda cleclarc,; a-hoston-mas ac;hus tt.-aria lice-of tie mian-.lap>n 1c rr� d.-beetle.-258_90973.I Jltml [online: cited 28 September 2016] 16. "Asian Longhorn Beetle, Spring 2012 Update", City of Boston, Environment, Energy and Open Space.1it1 o//wwevoc btycp fps c_n�_ga: /qeo. lb.,.gW [online: cited 15 September 2016] 17. "Regulated Area to Suppress and Control the Asian Longhorned Beetle" Boston, 6 July 2010, Office of Geographic and Environmental Information (MassGlS) and DCR G1S, Commonwealth of Massachusetts, Executive Office of Energy and Environmental Affairs. Map tt /lr snrc doa s/A1.,BR 2LQ atedAreaMapBoston7O6?01.0 pal [online: cited 3hpa _ October 2016] 18. Op cit. "USDA Declares A Boston, Massachusetts Area Free Of The Asian Longhorned Beetle", 14 May 2014,Washington,/PRNewswire/ http//www pum wswrg: _corrn/mc ws r la a s s/u da d a%iare s 1_1bo tocp__urr as,lc ltltsc tts_-moo a 6r :-oE`-tiha:_ _sian.la m r rrt 9 he l.�c.-2,5 �7Q T3.1_htmi [online: cited 28 September 2016] 19. Op cit. htt //www.amerc�nfforests.or€/m garir /a p _ i s tn, .-nation/ [online: cited 6 September 2016] "If we were to wipe out insects alone on this planet, the rest of life andhumanity with it would mostly disappear from the land. Within a few months." E. O. Wilson 59 Lexington Tree Management Manual XIV. ASIAN LONGHORN BEETLE—LEXINGTON POLICY A. DISCOVERY The Forestry Division reviews all potential Asian Longhorn Beetle (ALB) incidents. If a positive ALB determination is made by the United States Department of Agriculture Animal and Plant Health Inspection Services (USDA-APHIS), they will dispatch an Incident Management Team to Lexington to further evaluate the site. Lexington Department of Public Works (DPW) will work with the APHIS Incident Management Team throughout the duration of the ALB eradication program. B. SURVEY AND QUARANTINE This will begin with surveys of trees looking for the beetle, establishing a quarantine area, and regulating the movement of all host plant material and hardwood firewood. Concurrently compliance workshops will be held to increase the public's understanding of regulations for the proper handling of regulated wood material. Simultaneously,historical movement of the beetle will be traced to determine the source of infestation, and to see if it has been moved to other locations. C. ERADICATION OPTIONS APHIS Incident Management Team in consultation with the Lexington DPW has a choice of eradication strategies, which will depend on many factors about the infestation. The first option is the removal of infested trees, and removal of high-risk host trees. The second is three years of chemical (imidacloprid) treatment. The chemical treatment option requires documented environmental compliance, environmental impact statements (EIS) and environmental assessments (EA)to aid in program operational decisions, as well as Endangered Species consultation. D. PUBLIC NOTICE The Lexington DPW will schedule public meetings, which will address resident's questions about the Lexington infestation, and ALB biology. APHIS will set up a toll-free phone number to serve as an ALB hotline as a follow-up. E. RESIDENT NOTIFICATION APHIS will provide prior notification in writing to any resident who may have ALB-positive or high risk host material removed from their property or pesticide treatments applied to trees on their property, before action is conducted. Residents may be present to witness removal of ALB- positive host material from their property. 60 Lexington Tree Management Manual XV. SOURCE MATERIAL A. Printed Publications 1. Bringing Nature Home, How Native Plants Sustain Wildlife with Native Plants Updated and Expanded, Douglas W. Tallamy, Timber Press, 2009 2. Landscape Plants for Eastern North America, Exclusive of Florida and the Immediate Gulf Coast, Harrison L. Flint, John Wiley& Sons, Inc., 1997. 3. Manual of Woody Landscape Plants: Their Identification, Ornamental Characteristics, Culture, Propagation and Uses, Michael A. Dirr, Stipes Publishing Co.,rev. 2009. 4. A New Tree Biology,and Dictionary, Alex L. Shigo, Shigo &Trees Assoc, 2008. 5. Native Plants of the Northeast, A Guide for Gardening & Conservation, Donald J. Leopold, Timber Press,2005 6. Native Trees, Shrubs & Vines: A Guide to Using, Growing and Propagating North American Woody Plants, William Cullina, Houghton Mifflin, 2002 7. Principles and Practice of Planting Trees and Shrubs, Gary W. Watson and E. B. Himelick, International Society of Arboriculture, 1997. S. The Green Menace: The Emerald Ash Borer and the Invasive Species Problem, John D. Marche' II, Oxford University Press, 2017 9. The Sibley Guide to Trees, David Allen Sibley, Written and Illustrated, Alfred P. Knopf, New York, 2009 10. The Tree: A Natural History of What Trees Are, How They Live, and Why They Matter, Colin Tudge, Three Rivers Press, 2006. 11. Trees and Development: a Technical Guide to Preservation of Trees during Land Development, Nelda Matheny and James R. Clark,International Society of Arboriculture, 1998. 12. Tree Risk Assessment Manual, J.A. Dunster, E. Thomas Smiley, Sharon Lilly, NeldaMatheny, International Society of Arboriculture, 2017 13. Trees and Shrubs ofNew England, Marilyn Dwelley,Down East Books, 2111 ed.,2000. 14. Trees in the Urban Landscape: Site Assessment, Design, and Installation, Peter Trowbridge and Nina L. Bassuk, John Wiley& Sons Inc., 2004. 61 Lexington Tree Management Manual B. Websites, 6/11/2019 Arboretums/Tree- Plant Databases 1. Arnold Arboretum of Harvard University: www arboretum.harvard.ed U ................................................................ 2. Massachusetts Horticultural Society: ht //www.massh r o - III--- - - -. ....Lo-t—rgz 3. Missouri Botanic Garden Plant ...... ........................................... Finder: httLS://WWW.MiSoLrit)otrinicalgarden. )T.- /p--wUi nc-tr�K/p-1�-tr-itfn---d---e--r--s--e--a--r--c---h---.-�-i--s-rnx 4. The Morton Arboretum:https_,//www.tad)rtotp_arb�orgtt —5, -- a 0 w tion 5. University of Connecticut Plant Database: www.h )irt.ucoinn.ed.U/DVarits/ ............................................................... 6. University of Massachusetts Extensio.n: http././w.w.w....u..rb...ntL IO K9-tr to--d-aly- g/ 7. Urban Horticultural Institute: http�//www.hort.cornell.edkl/Lihi/OLlt.reach/ ..................................................................................... Government s.8. Department of Conservation and Recreation: .............. 9. Mass Prohibited Plants:ht s://www.mass ov/service.-deta k� roh i d.- i p ib g te plant.-list.-kickgm)und ------------------------------ 10. Plant Materials Guide for Lexington MA:.- htips-.8wwLlexin 101 1 '�pj2, ...........Ot...1915-9------------- ------ pjoads arArnwWrials guidr.for-lexi z ho.n 2.22.1.11�pdf I I.Town of Lexington: http-,://wwwjexingtonti-la.i,�a,L/ 12.Tree Committee, Town of Lexington: bLtp_s. / ww lexn:ratorrrm....a... ov-/--r-e---e-----c--o--r-r--m----i--t-t-e-e-- Insects 13. Asian Longhorn Beetle: hit-s/ w w u da.. ......P-, ,rp _ S. S. e S. Z--�Y a-h-s I jYQvZqp x�- asian- /re ourc s_4p _d.i cases/............. to lorned-beet�e Dzt--------------- 14. Asian Longhorn Beetle in Massachusetts: tffltps-� ass ,K �eshasian--Ionghorned- _gq �_guic---------------------------- ................. beetle-in-massachusetts ------------------------------------------------------ 15. Encyclopedia Britannica Asian longhorn beetle ht.lp`;/./.w.w.w..b.t-.ita.n.nica..-co.m/.rit.ii-ma.I/A-siaii..-.1o.n-g.- hornied.-b.getle- 16. Emerald Ash Borer:jjqp_.Hemera�dashborer.inCo/ .......................................... 17. Emerald Ash Borer in Massachusetts: h(qj,.,,-//wWw.massgqK d .-ash.-borer-in.- �gui es/emeraid ............................ --------------------------------------------------------- niassachusetts ------------------------------ Invasive Plants 18. Invasive Plant Atlas of New England: littp.-://www. jue.Andex.littril ...... ..................od -p.-c . ................... 19. Mass Invasive Plant Information: h-ttp.,s...//www,ni-a.s.s.ap(I.Lubon,(.)rgLL4: tILIt�lEg.-wildlife/invasive.- ........................................ piwas 20. Native Plant Trust(New England Wildflower Society):. itp-Hwwwi Irg W 6-ew S k 62 Lexington Tree Management Manual B. Websites,6/11/2019 Trees 21. ANSI 300 Standard Practices: http�//ww tc i a.orv/C'1A/B JSiNI S S/ANSI__A300._Standards /�[(_QA/l3:�JSlN SS/A300 Stan b ards/ .300 StandHds..as `phk 2021,1566-4364:_4686-ib%cl -2a.365aF59669 22. ANSI Nursery Stock Standards American Horticultural Society, 2014, pdf:. htty,s;//Www.am,ericanhort.,or�;/fig /; mc9 rc9s 23. Guidelines for Planting Trees and Shrubs Irttps l/ g_unlas _ du l,and��ca.pelfact sll_�,ccts/ uIldclu .=__ ffor lantin�-trees-shrubs .._. _._._._._._..a.._._._._._._._._._._._._._._.. XVI. PUBLICATION INFORMATION Fourth Edition,Published 2020 by the Town of Lexington Tree Committee: David J.Pinsonneault, Director of Public Works Christopher Filadoro, Superintendent of Public Grounds, Tree Warden Gloria Bloom John Frey,Honorary* Jewel Kuljian Karen Longeteig, Pat Moyer Gerald Paul, Chairman Anne Senning* Nancy Sofen James Wood *Editors of the Tree Management Manual, Fourth Edition 2020 Graphics by Bruce Walker http://rwww.bru(,e-m)alker.com/ 63 Lexington Tree Management Manual APPENDIX I TREE BYLAW,TOWN OF LEXINGTON CHAPTER 120 TREES http://ecode360.com/10535335 [HISTORY: Adopted by the Annual Town Meeting of the Town of Lexington 4-11-2001 by Art. 34. Amendments noted where applicable.] § 120-1 Findings. The Town of Lexington finds that mature trees have aesthetic appeal, contribute to the distinct character of certain neighborhoods, improve air quality, provide glare and heat protection, reduce noise, aid in the stabilization of soil, provide natural flood- and climate-control, create habitats for wildlife, enhance property values and provide natural privacy to neighbors. § 120-2 Intent and purpose. This bylaw is enacted for the purpose of preserving and protecting both public shade trees pursuant to General Law Chapter 87 and certain trees on portions of private property. To achieve these purposes, this bylaw establishes a Tree Committee and empowers the Committee,in conjunction with the Tree Warden, to regulate the removal and replacement of trees in certain circumstances, and to promote the planting and protection of trees throughout the Town. It is desirable that the Town plant more trees than are removed to compensate for tree losses and the length of time to maturity. The provisions of this bylaw, when pertaining to private property, apply only when there is major construction or demolition as defined below and only within setback areas. § 120-3 Definitions. A. When used in this bylaw, the following definitions shall apply: CALIPER— Diameter of a tree trunk (in inches) measured six inches above the ground for trees up to and including four-inch diameter, and 12 inches above the ground for larger trees. DBH ("Diameter at Breast Height") — The diameter (in inches) of the trunk of a tree (or, for multiple trunk trees, the aggregate diameters of the multiple trunks) measured 4 1/2 feet from the existing grade at the base of the tree. DEMOLITION — Any act of pulling down, destroying, removing or razing a building or commencing the work of total or substantial destruction with the intent of completing the same. MAJOR CONSTRUCTION—Any construction of a structure on a vacant lot, or any construction of one or multiple structures or additions to structures on an existing lot, wherein there would result an increase of 50% or more in the total footprint of the new structure(s), when compared to the total footprint of the pre-existing structure(s). PERSON — Any person, firm, partnership, association, corporation, company or organization of any kind including public or private utility and municipal department. PROTECTED TREE — Any tree on private land, with a DBH of six inches or greater (or any multiple trunk tree with a DBH of 15 inches or greater), located in the setback area(or which, as determined by the Tree Warden,has any portion of the stem between six inches and 4 1/2 feet above grade actively growing 64 Lexington Tree Management Manual into the setback area), provided that tree is not hazardous or undesirable as defined in the Tree Manual. [Amended 4-4-2007 ATM by Art. 13] PUBLIC SHADE TREE — Any tree within the public right-of-way except for state highways that, as determined by the Tree Warden, has any portion of the stem between six inches and 4 1/2 feet above grade actively growing into the public right-of-way. REPLACEMENT INCH — the unit used when determining mandated replanting, which shall be calculated using the Replacement Inch Calculation Table in § 120-16. [Added 4-5-2017 ATM by Art. 37] SETBACK AREA — The minimum setback area around a lot shall be measured in accordance with the larger dimension of 30 feet from the front and 15 feet from the two sides and from the rear of the lot; and the minimum front yard, side yard and rear yard dimensional requirements under the Zoning Bylaw of the Town of Lexington. For the purposes of establishing the setback area in which the provisions of this bylaw shall apply, the measurement shall be from any point on any property line of the lot,to points along an imaginary line drawn representing the setback area as specified. Final judgments regarding required tree protections during construction shall be made by the Tree Warden where deviations from the setback are required. [Amended 4-4-2007 ATM by Art. 13] [Amended 3-18-2013 ATM by Art.30] TOWN TREE — Any tree within a public park or open space under the jurisdiction of the Selectmen acting as park commissioners, on public school grounds, or on any other Town-owned land. TREE REMOVAL—Any act that will cause a tree to die within a three-year period. B. The Tree Committee may provide other such definitions or terms in rules and regulations, approved by the Selectmen, deemed useful to implement this bylaw. § 120-4 Applicability. A. Applicability. The circumstances under which the tree protection, removal and replacement regulatory process delineated in this bylaw shall apply are as follows: (1) Proposed cutting (trunk, limbs or roots) of existing public shade trees on public and private ways (accepted or unaccepted streets) or of Town trees on Town- owned (or leased land being used as a public facility) by any person. (2) Proposed demolition of an existing residential or nonresidential structure. (3) Proposed major construction on an existing residential or nonresidential lot. B. For sites under the jurisdiction of the Planning Board or Zoning Board of Appeals, the Planning Board or Zoning Board of Appeals may, by including in their findings an explanation of the reasons, waive in part or in full this bylaw when they deem it necessary for the good of the community. [Amended 3-23- 201 1 ATM by Art. 31] § 120-5 Tree Warden. The Public Grounds Superintendent within the Department of Public Works shall serve as the Tree Warden unless another designee is appointed by the Selectmen. A. The duties or responsibilities of the Tree Warden shall conform to General Law Chapter 87 and shall include, but not be limited to, the following as may be further specified in this bylaw: (1) Management of all trees within public rights-of-way and adjacent to public buildings and commons; care and control of trees on Town property if so requested by the Selectmen, 65 Lexington Tree Management Manual and on Town land owned by other departments such as Schools, Recreation and Conservation, if so requested by the respective department and approved by the Selectmen; (2) Expending funds, in coordination with the Tree Committee, appropriated for planting trees on Town land under the jurisdiction of the Tree Warden; (3) With recommendations from the Tree Committee, granting or denying and attaching reasonable conditions to all permits required under this bylaw; (4) Work in conjunction with the Tree Committee to seek grants or other assistance concerning the preservation and maintenance of trees in Town; (5) Development of rules,regulations, tree inventory, manuals and other data, in conjunction with the Tree Committee, to carry out the purposes and intent of this bylaw for approval and promulgation by the Selectmen; (6) Enforcement of this bylaw; (7) Appointment or removal of Deputy Tree Wardens. B. Moreover, the Selectmen may authorize the Tree Warden to undertake other responsibilities consistent with the purposes and intent of this bylaw. § 120-6 Tree Committee. A. The Town shall have a Tree Committee that consists of seven members as appointed by the Selectmen. For the first appointments, three members will serve one-year terms; two members will serve two-year terms; and two members shall serve three-year terms. All members up for renewal will then serve three-year terms. B. The Tree Committee shall have the following duties and responsibilities as may be further specified in this bylaw: (1) Development of rules,regulations,tree inventory, manuals and other data,in conjunction with the Tree Warden, to carry out the purposes and intent of this bylaw, for approval and promulgation by the Selectmen; (2) Permit the removal of certain trees on private property upon appeal,by an applicant; (3) Public education and coordination with other Town Committees and civic groups to promote the purposes and intent of this bylaw (4) Work in conjunction with the Tree Warden to seek grants or other assistance concerning the preservation and maintenance of trees in Town. § 120-7 Public shade trees and Town trees. A. Scope. A public shade tree or Town tree may not be cut,pruned,removed or damaged by any person or the Town until and unless the Tree Warden issues a written permit pursuant to this section. B. Procedures. Any person seeking to prune or remove a public shade tree or Town tree shall submit an application to the Tree Warden in accordance with any application requirements issued by the Tree Warden. The Tree Warden shall hold a public hearing on applications for removal, at the expense of the applicant, in accordance with the provisions outlined within General Law Chapter 87. The permit issued by the Tree Warden may specify schedules,terms, and conditions, including requiring the planting of replacement trees. C. Planting of trees on Public Land. Any person seeking to plant a tree on public land under the jurisdiction of the Tree Warden must obtain written permission from the Tree Warden. Such permission may specify schedules, terms, and conditions as deemed appropriate by the Tree Warden. 66 Lexington Tree Management Manual § 120-8 Protected trees. A. Scope. The removal of protected trees in conjunction with demolition or major construction is prohibited unless authorized by the Tree Warden, or Tree Committee as set forth below. B. Procedures. When major construction or demolition is planned, the owner of theproperty shall submit to the Building Commissioner as part of the application for a building or demolition permit a site plan drawn and stamped by a registered land surveyor showing all existing trees on the property of six-inch DBH or greater. [Amended 4-4-2007 ATM by Art. 13] (1) If any protected trees will be removed or damaged in connection with major construction or demolition, the owner of the property shall submit a proposal for tree removal and mitigation to the Building Commissioner with the application for a building or demolition permit. Additionally, if any protected trees were removed during the 12 months preceding the application for the building or demolition permit, a tree removal and mitigation proposal regarding the protected trees already removed shall be submitted to the Building Commissioner. The proposal shall satisfy the mitigation requirements set forth below and any rules, regulations or manuals promulgated by the Selectmen. The Selectmen shall set an application fee. Such fee shall be at least $5 per DBH inch of protected tree to be removed. [Amended 3-19-2008 ATM by Art. 37] (2) The Building Commissioner shall refer the tree proposal to the Tree Warden. The Tree Warden shall conduct a site visit. If the applicant's proposal is consistent with the mitigation requirements herein and the rules, regulations or manuals issued by the Selectmen, the Tree Warden will issue a permit within 10 business days of receipt by the Tree Warden of the proposal to authorize the tree work. If the proposal does not meet or satisfy these requirements, the Tree Warden shall so notify the applicant and deny the permit. (3) An applicant may appeal the denial or grant of a tree permit to the Tree Committee. The Tree Committee shall conduct a public hearing on the appeal and shall give the public notice thereof, at the expense of the applicant. Public notice shall include all persons owning land within 300 feet of any part of applicant's land at least 14 days before said hearing. The Tree Committee shall rule within 20 days of the public hearing. (4) Appeals of final decisions of the Tree Committee shall be to Superior Court and shall be limited to whether the decision was arbitrary or capricious. C. Mitigation. A protected tree shall not be removed unless at least one of the following provisions is satisfied: (1) Pepiau.irndng of trees!: such irepllanrnting slluaill The on the banR,is of oink, inchi of calliper of new tree(s) for each relpVacennennt inch of lC)BH of trees) removed except that, to encourage tine pi anting of large shade species, for each replanted tree Misted in the Recommended Large Shadu )[nee s list of the I.,exnngton Tree Manuall l Secdonn V,13,51I replannting sllnaiI e on the basis o>1` L/2 inch of caxliper of new tree(s) f6r each replacennnent: inch of D>C1IJ of' tree(s) rennoved and each replanted tree must have a minimum caliper of three inches. The replanting shall occur no later than 12 months after completion of the construction work, either on applicant's land or on land abutting applicant's land with express approval of the owner of such abutting land; [Amended 3-18-2013 ATM by Art. 30], [Amended 4-5-2017 ATM by Art. 37] (2) Contribution into the Lexington Tree Fund, provided such fund is reauthorized to the extent required by law, or otherwise to the surplus revenue of the Town: such 67 Lexington Tree Management Manual contribution shall be $100 per replacement inch of protected tree or Town tree removed not already mitigated as per Subsection C(l); or [Amended 3-31-2004 ATM by Art. 34; 4-4-2005 ATM by Art. 16] [Amended 4-5-2017 ATM by Art. 37] (3) (Reserved) Editor's Note: Former Subsection C (3), which required the applicant to demonstrate the desirability of removal of a protected tree,was repealed 3-22-2010ATM by Art. 27. (4) All evergreens planted as replacement trees must be a minimum of six feet in height and may include, without limitation, pine, hemlock, spruce and fir. Low-growing evergreens shall not be accepted as replacement trees. [Added 4-4-2007 ATM by Art. 13] D. Trees not removed. Trees that are to be left on the site must be protected as specified in Section VTTTB in the Tree Management Manual. [Added 4-4-2007 ATM by Art. 13] [Amended 4-5-2017 ATM by Art. 37] E. Failure to protect trees not removed. Trees left on site must be protected; and if not done so as required by this bylaw, the Tree Warden may impose the following: [Added 4-4- 2007 ATM by Art. 13] (1) The Town may undertake tree protection measures and bill for any labor and material charges incurred. (2) The Town may require replacement plantings larger than three inches in diameter to replace trees damaged during construction. (3) The Town may hire an arborist whose charges will be billed to the owner/builder to ensure that trees left on the site will survive and remain healthy. (4) The Town may impose fines as per the fine schedule in § 120-10 of this bylaw. § 120-9 Emergencies and exemptions. Provisions of this bylaw shall not apply to: A. Emergency projects necessary for public safety, health and welfare as determined by the Director of Public Works or the Town Manager; B. Trees that are hazardous as determined in writing by the Tree Warden; C. (Reserved) Editor's Note: Former Subsection C, which excluded invasive tree species, was repealed 3-22-2010 ATM by Art. 27. D. Trees identified by the Commonwealth that pose a risk of disease or insect infestation. § 120-10 Enforcement. A. Any person violating this bylaw is subject to the penalties under Chapter 1, § 1-6 of the General Bylaws, General Law Chapter 87 (for violations concerning public shade trees) and other legal enforcement action by the Town. The Tree Warden is authorized to enforce the provisions of Chapter 1 of the General Bylaws and of General Law Chapter 87. Any other legal enforcement action shall be determined by the Selectmen in consultation with the Tree Committee, the Tree Warden and Town Counsel. B. Each instance in which a Town tree or a protected tree is removed without a tree permit shall constitute an offense under this bylaw. When Town trees or protected trees have been removed without a permit, mitigation (as outlined in § 120-8C of this bylaw) and the payment of fines (as outlined in the Fine Schedule at the end of this bylaw Editor's Note: See Ch. 1, General Provisions, Art. II, Use and Construction, § 1-6, Noncriminal disposition. ) shall be required. [Amended 3-31-2004 ATM by Art. 34] 68 Lexington Tree Management Manual C. If mitigation and the payment of fines are completed in due time as determined by the Tree Warden, the project will be approved. if not completed, then each day beyond the determined and agreed upon completion date shall constitute a new and separate offense. [Amended 3-31-2004 ATM by Art. 34] § 120-11 Rules and regulations. The Selectmen may promulgate, after public notice and hearing, rules and regulations to effectuate the purposes and intent of this bylaw. Failure by the Selectmen to promulgate such rules and regulations shall not act to suspend or invalidate the effect of this bylaw. § 120-12 Severability. If any section, paragraph or part of this bylaw is for any reason declared invalid or unconstitutional by any court, every other section,paragraph and part shall continue in full force. § 120-13 Relationship to other laws. Nothing in this bylaw shall be construed to restrict, amend, repeal, or otherwise limit the application or enforcement of existing Town of Lexington bylaws or Commonwealth of Massachusetts laws. § 120-14 Funds. [Added 3-31-2004 ATM by Art. 34; amended 4-4-2005 ATM by Art. 16; 4-4-2007 ATM by Art. 13] Collection of voluntary contributions under this bylaw shall be deposited into the Lexington Tree Fund, provided such fund is annually reauthorized, or otherwise to the surplus revenue of the Town. The Tree Warden, with input from the Tree Committee, will request use of these funds for tree planting, transplanting, and other tree-related needs. The request to expend these funds will be approved by the Board of Selectmen. § 120-15 Tree Management Manual. [Added 4-4-2007 ATM by Art. 13] The Lexington Tree Management Manual will be used as the standard for tree planting, maintenance and protection in the Town. § 120.16 Replacement Inch Calculation Table JA.dded 4...5.-2017 ATM by Art.. 37J Rep acenment luuc.h CaIculalion ryalble 1,evel Removed "free Replacement Inches 1:..,eve1 1; Less thaarri 24" D1I11; or a true of any size to be rennoved pri order Sairne as inches rrerrloved to coirrnplly with a condition,restHctiorrir or irequirememrt of a]local, state, or federal perrrrnnit 1..,cvell 2: 24"D1311 arrnd Ilarger 2 d nyes imiclrues rrennoved h_tlps/ecode360.couml. 0535335.online: cited [18 June 2018] 69 Lexington Tree Management Manual APPENDIX II MASSACHUSETTS GENERAL LAWS PART I. ADMINISTRATION OF GOVERNMENT TITLE XIV. PUBLIC WAYS AND WORKS CHAPTER 87. SHADE TREES https://mate�islature.gov/f..aws/GeneralLa.ws/ilartflTitleXiV/C.hapter8 7 Chapter 87: Section 1. Public shade trees; definition Section 1. All trees within a public way or on the boundaries thereof including trees planted in accordance with the provisions of section 7 shall be public shade trees; and when it appears in any proceeding in which the ownership of or rights in a tree are material to the issue, that, from length of time or otherwise, the boundaries of the highway cannot be made certain by records or monuments, and that for that reason it is doubtful whether the tree is within the highway, it shall be taken to be within the highway and to be public property until the contrary is shown. Chapter 87: Section 2.Powers of tree wardens Section 2. The tree warden of a town may appoint and remove deputy tree wardens. He and they shall receive such compensation as the town determines or, in default thereof, as the selectmen allow. He shall have the care and control of all public shade trees, shrubs and growths in the town, except those within a state highway, and those in public parks or open places under the jurisdiction of the park commissioners, and shall have care and control of the latter, if so requested in writing by the park commissioners, and shall enforce all the provisions of law for the preservation of such trees, shrubs and growths. He shall expend all money appropriated for the setting out and maintenance of such trees, shrubs and growths, and no tree shall be planted within a public way without the approval of the tree warden, and in towns until a location therefor has been obtained from the selectmen or road commissioners. He may make regulations for the care and preservation of public shade trees and establish fines and forfeitures of not more than twenty dollars in any one case for violation thereof, which, when posted in one or more public places, and, in towns,when approved by the selectmen, shall have the effect of town by-laws. Chapter 87: Section 3. Cutting of public shade trees; public hearing; damages to fee owner Section 3. Except as provided by section five, public shade trees shall not be cut, trimmed or removed, in whole or in part,by any person other than the tree warden or his deputy, even if he be the owner of the fee in the land on which such tree is situated, except upon a permit in writing from said tree warden, nor shall they be cut down or removed by the tree warden or his deputy or other person without a public hearing and said tree warden or his deputy shall cause a notice of the time and place of such hearing thereof, which shall identify the size, type and location of the shade tree or trees to be cut down or removed, to be posted in two or more public places in the town and upon the tree at least seven days before such hearing and published in a newspaper of general circulation in the city or town once in each of two successive weeks, the first publication to be not less than seven days before the day of the hearing or if no such local newspaper exists then in accordance with the provisions of section six of chapter four;provided,however, that when a public hearing must be held under the provisions of this section and under section fifteen C of chapter forty prior to the cutting or removal of a tree, such hearings shall be consolidated into a single public hearing before the tree warden and the planning board, or if there is no planning board, the selectmen of a town or the city council of a city, and notice of such consolidated public hearing shall be given by the tree warden or his deputy as provided herein. Any person injured in his property by the action of the officers in charge of the public shade trees as to the trimming, cutting, removal or retention of any such tree, or as to the amount awarded to him for the same, may recover the damages, if any, which he has sustained, from the town under chapter seventy-nine. 70 Lexington Tree Management Manual Chapter 87: Section 4. Cutting down or removing public shade trees; approval of selectmen or mayor Section 4. Tree wardens shall not cut down or remove or grant a permit for the cutting down or removal of a public shade tree if, at or before a public hearing as provided in the preceding section, objection in writing is made by one or more persons, unless such cutting or removal or permit to cut or remove is approved by the selectmen or by the mayor. Chapter 87: Section 5. Cutting down,trimming or removing bushes and small trees Section 5. Tree wardens and their deputies,but no other person,may,without a hearing, trim, cut down or remove trees, less than one and one half inches in diameter one foot from the ground, and bushes, standing in public ways; and, if ordered by the mayor, selectmen, road commissioners or highway surveyor, shall trim or cut down trees and bushes, if the same shall be deemed to obstruct, endanger, hinder or incommode persons traveling thereon or to obstruct buildings being moved pursuant to the provisions of section eighteen of chapter eighty-five. Nothing contained in this chapter shall prevent the trimming, cutting or removal of any tree which endangers persons traveling on a highway, or the removal of any tree, if so ordered by the proper officers for the purpose of widening the highway and nothing herein contained shall interfere with the suppression of pests declared to be public nuisances by section eleven of chapter one hundred and thirty-two,including the Dutch elm disease. Chapter 87: Section 6.Penalty for violation of Sec. 3,4 or 5 Section 6. Violations of any provision of the three preceding sections shall be punished by forfeiture of not more than five hundred dollars to the use of the city or town. Chapter 87: Section 7.Planting of shade trees Section 7. Cities and towns may appropriate money for the purpose of acquiring and planting shade trees in public ways. The tree warden, or a private organization acting with the written consent of the tree warden, may plant shade trees acquired with public or private funds in a public way, or if he deems it expedient, upon adjoining land at a distance not exceeding 20 feet from the layout of such public way for the purpose of improving, protecting, shading or ornamenting the same; provided, however, that the written consent of the owner of such adjoining land shall first be obtained. Chapter 87: Section 8. Trees on state highways Section 8. The department of highways, in this chapter called the department, shall have the care and control of all trees, shrubs and growths within state highways, and may trim, cut or remove such trees, shrubs and growths, or license the trimming, cutting or removal thereof. No such tree, shrub or other growth shall be trimmed, cut or removed by any person other than an agent or employee of the department, even if he be the owner of the fee in the land on which such tree, shrub or growth is situated, except upon a permit in writing from the department. Any person injured in his property by the action of the department as to the trimming, cutting, removal or retention of any such tree, shrub or other growth, may recover the damages,if any, which he has sustained, from the commonwealth under chapter seventy- nine. Chapter 87: Section 9. Signs or marks on shade trees Section 9. Whoever affixes to a tree in a public way or place a notice, sign, advertisement or other thing, whether in writing or otherwise, or cuts,paints or marks such tree, except for the purpose of protecting it or the public and under a written permit from the officer having the charge of such trees in a city or from the tree warden in a town, or from the department in the case of a state highway, shall be punished by a fine of not more than fifty dollars. Tree wardens shall enforce the provisions of this section; but if a tree warden fails to act in the case of a state highway within thirty days after the receipt by him of a complaint in writing from the department,the department may proceed to enforce this section. Chapter 87: Section 10.Injury to trees on state highways Section 10. Whoever without authority trims, cuts down or removes a tree, shrub or growth, within a state highway or maliciously injures, defaces or destroys any such tree, shrub or growth shall be punished by 71 Lexington Tree Management Manual imprisonment for not more than six months, or by a fine of not more than five hundred dollars to the use of the commonwealth. Chapter 87: Section 11.Injury to trees of another person Section 11. Whoever wilfully, maliciously or wantonly cuts, destroys or injures a tree, shrub or growth which is not his own, standing for any useful purpose, shall be punished by imprisonment for not more than six months or by a fine of not more than five hundred dollars. Chapter 87: Section 12.Injury to shrubs,trees or fixtures Section 12. Whoever wantonly injures, defaces or destroys a shrub,plant or tree, or fixture of ornamentor utility, in a public way or place or in any public enclosure, or negligently or wilfully suffers an animal driven by or for him or belonging to him to injure, deface or destroy such shrub, plant, tree or fixture, shall be punished by a fine of not more than five hundred dollars, and shall in addition thereto be liable to the town or any person for all damages to its or his interest in said shrub,plant, tree or fixture caused by such act. Whoever by any other means negligently or wilfully injures, defaces or destroys such a shrub, plant, tree or fixture shall likewise be liable to the town or any person for all damages to its or his interest in said shrub,plant, tree or fixture caused by such act. Chapter 87: Section 13 Powers and duties of tree wardens in cities Section 13. The powers and duties conferred and imposed upon tree wardens in towns by this chapter shall be exercised and performed in cities by the officers charged with the care of shade trees within the limits of the highway. Chapter 87: Section 14 Performance of maintenance and tree removal work by utility; submission and approval of vegetation management and hazard tree removal plans; submission of utility tree maintenance standards and specifications Section 14. (a) For the purposes of this section, "utility" shall mean a company engaging in the distribution of electricity or owning, operating or controlling distribution facilities; provided, however, that a distribution company shall not include any entity which owns or operates plant or equipment used to produce electricity, steam and chilled water, or an affiliate engaged solely in the provision of such electricity, steam and chilled water, where the electricity produced by such entity or its affiliate is primarily for the benefit of hospitals and nonprofit educational institutions, and where such plant or equipment was in operation before January 1, 1986. (b) A utility may, or at the request of the tree warden shall, submit an annual vegetation management plan describing the maintenance work to be performed in a municipality. The plan shall include, but not be limited to, a map of the circuits where the maintenance work will be performed, the tree maintenance standards that will be followed and any foreseeable variance from those standards. The plan shall comply with local ordinances and regulations. The plan shall be submitted not less than 90 days prior to the date the utility proposes to begin its maintenance work. Upon receipt of the plan, the tree warden, or a designee thereof, shall notify the utility within 60 days, in writing, whether or not the plan has been approved. Upon receipt of written notification that the plan has been approved, or approved with modifications agreed to by both parties, a utility shall be exempt from the requirements of sections 3 and 5 for the work described in the approved plan. (c) A utility may, or at the request of the tree warden shall, submit an annual hazard tree removal plan describing hazard tree removal work to be performed in a municipality. The plan shall include, but not be limited to, the specific trees that the utility has identified as a hazard and proposes to remove. The plan shall comply with local ordinances and regulations. The plan shall be submitted not less than 90 days prior to the date a utility proposes to begin tree removal. Upon receipt of the plan, the tree warden, or a designee thereof, shall notify the utility within 60 days, in writing, whether or not the plan has been approved. Upon receipt of written notification that the plan has been approved, or approved with modifications agreed to by both parties, the utility shall be exempt from the requirements of sections 3 and 5 for the work described in the approved plan. 72 Lexington Tree Management Manual (d) If a tree warden fails to notify a utility whether a vegetation management plan or hazard tree removal plan has been approved within 60 days of the warden's receipt of the plan, the utility may request a decision by the selectmen,mayor or chief administrative officer of the municipality. (e) Notwithstanding approval of a vegetation management plan or hazard tree removal plan, a utility shall notify a tree warden, in writing, not less than 14 days prior to beginning maintenance work or tree removal work in a municipality. If a local ordinance or regulation requires more than 14 days notice, the utility shall comply with such ordinance or regulation. The notice provided shall include the date on which the utility will begin work and the phone number of the person or persons supervising the work in the field. (f) The utility shall provide to the state forester, or such other person or agency as designated by the secretary of energy and environmental affairs, a copy of any annual vegetation management plan or hazard tree removal plan and a copy of the approval or denial letter from the applicable tree warden. The state forester, or such other person or agency as designated by the secretary of energy and environmental affairs, shall provide the utility an acknowledgment of receipt of such plans and determinations in any manner approved by said secretary. (g) The utility shall annually submit to the state forester's office a set of utility tree maintenance standards and specifications and evidence that these standards have been adopted by the utility company. These standards and specifications shall conform with: American National Standard Institute A-300; American National Standard Institute Z-133; and National Electric Safety Code 218 Tree Trimming and OSHA 29 CFR Part 1910 Line Clearance Tree Trimming Operations. The state forester, or such other person or agency as designated by the secretary of energy and environmental affairs, shall make these standards and specifications available to the public on their websites or other accessible locations and shall accept and maintain a publicly accessible record of comments received relative to the standards and specifications and shall transmit the comments to the utilities. hops !/rtlat gi�l_ature_gc_�_v_/ILaws/GeLliera]]Laws/Partll/'1'itlexly/t ha�6_er�"7 online: cited [18 June 2018] 73 Lexington Tree Management Manual APPENDIX III MASSACHUSETTS GENERAL LAWS PART I. ADMINISTRATION OF GOVERNMENT TITLE XIV. PUBLIC WAYS AND WORKS CHAPTER 40 SECTION 15C. SCENIC ROADS htl rsa/m le 0/8ectioirll15C Chapter 40: Section 15C. Scenic road designations; improvements; fines Section 15C. Upon recommendation or request of the planning board, conservation commission or historical commission of any city or town, such city or town may designate any road in said city or town, other than a numbered route or state highway as a scenic road; provided, however, that a numbered route may be designated by a city or town as a scenic road if its entire length is contained within the boundaries of said city or town, and no part of said route is owned or maintained by the commonwealth. After a road has been designated as a scenic road any repair, maintenance,reconstruction, or paving work done with respect thereto shall not involve or include the cutting or removal of trees, or the tearing down or destruction of stone walls, or portions thereof, except with the prior written consent of the planning board, or if there is no planning board,the selectmen of a town, or the city council of a city, after a public hearing duly advertised twice in a newspaper of general circulation in the area, as to time, date,place and purpose, the last publication to occur at least seven days prior to such hearing; provided, however, that when a public hearing must be held under the provisions of this section and under section three of chapter eighty-seven prior to the cutting or removal of a tree, such hearings shall be consolidated into a single public hearing before the tree warden and the planning board, or if there is no planning board, the selectmen of a town, or the city council of a city, and notice of such consolidated public hearing shall be given by the tree warden or his deputy as provided in said section three of chapter eighty-seven. Any city or town making said scenic road designation may make an ordinance or by-law establishing that a violation of this paragraph shall be punished by a fine not to exceed three hundred dollars. Designation of a road as a scenic road shall not affect the eligibility of a city or town to receive construction or reconstruction aid for such road pursuant to the provisions of chapter ninety. * As of the publication of the 2018 Tree Management Manual there are no scenic roads in Lexington, MA. hops://rm l pr llr to r€ g�v/1L,itws/Generalt., ws/1'artl/1f tleV[I/C.,, ter_ O/`ectionl5C [online: cited [18 June 2018] 74 Lexington Tree Management Manual APPENDIX IV MASSACHUSETTS GENERAL LAWS PART I. ADMINISTRATION OF GOVERNMENT TITLE XIX AGRICULTURE AND CONSERVATION CHAPTER 132. FORESTRY htsa/malcpislature. ov/2,aws/CcetcratllL,aws partQ/1Citic)CQX/t",hatpfer132lSccticron8 Chapter 132: Section 8.Entry upon land to control and suppress public nuisances Section 8. The chief superintendent, district supervisors, district superintendents and other employees and authorized agents of the bureau of shade tree management and pest control may enter upon any land within the commonwealth, and any local superintendent appointed under section thirteen and his employees and authorized agents may enter upon any land within his city or town, in accordance with the provisions of this chapter, for the purpose of determining the existence, over-all area and degree of infestation or infection caused by the public nuisances named in section eleven, suppressing and controlling said public nuisances and affixing signs to and removing, or causing to be removed, trees and wood infected with the Dutch elm disease or used as a breeding place of the beetles which spread said disease. taps.//nialegisnature,&ay �az�/���taerr,lf,a,ws/1Part1/TntleXQX/Chapt�EEI32/Sectioti8 [online: cited [5 December 2016] 75 Lexington Tree Management Manual APPENDIX V MASSACHUSETTS GENERAL LAWS PART I. ADMINISTRATION OF GOVERNMENT TITLE XIX AGRICULTURE AND CONSERVATION CHAPTER 132. FORESTRY httsa/tn IcgsslauGrc.gov/(Laws/Qgeneral]L,aws/ilartl/"l'itleXQX/Chaptcr13�onl1, Chapter 132: Section 11. Suppression of Moths, Caterpillars, Worms and Beetles and any Invasive Plant or Animal Species; Rules and Regulations; Contracts; Studies for Control of Public Nuisances; Annual Recommendations Section 11. The chief superintendent may, subject to the approval of the commissioner, make rules and regulations governing all operations by cities and towns or persons for the purpose of suppressing gypsy and brown tail moths, tent caterpillars, cankerworms, oriental hag moths, fall webworm, Japanese beetle, saddled prominent, pine looper, and elm leaf beetles,which destroy forest and shade tree foliage, diseases and leaf eating and sucking insects which damage forests and shade trees, the Dutch elm disease and the beetles which spread said disease, woodticks, and poison ivy growing within one hundred feet of any public way, and any invasive plant or animal species, diseases and insects which damage the health, safety or quality of forest, shade or other trees including, but not limited to, the Asian longhorned beetle or oak wilt, all of which are hereby declared to be public nuisances for the purposes of this chapter. He may make contracts on behalf of the commonwealth; shall study and promote improved methods of suppressing such public nuisances; may act in co-operation with any person, any subdivision of the commonwealth, any other state, the United States, or any foreign government, and without limiting the generality of the foregoing, shall act in co-operation with federal and state agencies engaged in the study or control of said public nuisances; may conduct investigations and gather and distribute information concerning such public nuisances; may advise, snake use of and require the use of all lawful means of suppressing such public nuisances; may lease real estate when he deems it necessary; and with the approval of the authority in charge, may use any real or personal property of the commonwealth. He shall prepare for students or for the public such lectures, exhibits or information relative to such public nuisances as may be required; shall personally and by employees of the bureau of shade tree management and pest control supervise operations undertaken by cities and towns to suppress such nuisances, and the expenditure of funds therefor; and for such purposes may employ such assistants and agents, including expert advisers, as he deems necessary. For the purposes of this section he may expend such sums as may be appropriated or donated therefor but no expenditure shall be made or liability incurred in excess of such appropriations and donations. He shall annually recommend to the commissioner the financial liability, as described in section fourteen, of each city and town, to be appropriated by said city or town to be expended by the local superintendent for such suppression work within said city or town. No owner or occupant of an estate infested or infected by any of the aforesaid public nuisances shall by reason thereof be civilly or criminally liable except to the extent and in the manner and form set forth in this chapter. hops{/n taleis]atutrep,�v/1L«inn y/ �encrall.,awsl" rtQ/l ulic Y�Q 7t/S:;h«rpt� 3.2/5ct�rrt:d.-�- [online: cited 6 December 2016] 76 Lexington Tree Management Manual APPENDIX VI MASSACHUSETTS GENERAL LAWS PART I. ADMINISTRATION OF GOVERNMENT TITLE XIX AGRICULTURE AND CONSERVATION CHAPTER 132. FORESTRY httsa/�slature.gov_/1Laws/GeneralL,aws/ilarti/1 itleXfX/Chaptqr132lScctaoW Chapter 132: Section 12. Interference with suppression or eradication of Asian longhorned beetle, oak wilt or any public nuisance; penalties; injunctive relief Whoever knowingly resists or obstructs the commissioner, any local superintendent or employee or authorized agent of any of them, while any of those persons is engaged in suppressing or eradicating the Asian longhorned beetle, oak wilt or any public nuisance described in section 11, or whoever knowingly violates any rule, regulation, order or quarantine issued by the commissioner, in writing, relative to the suppression or eradication of public nuisances shall be subject to a civil penalty of not more than $25,000 for each violation. Each day that such violation occurs or continues shall be deemed a separate violation. The penalty may be assessed by the department, and may be recovered in an action brought on behalf of the commonwealth in the superior court. The commonwealth also may bring an action for injunctive relief in the superior court for any such violation, and the superior court shall have jurisdiction to enjoin such violation and to grant such further relief as it may deem appropriate. https•! Lturcga �/(ie ncrat,a ws/ a-r-t1/1 l_eX[X/Ch4ptt31/��ctir)nl2c - ................... [online: cited 6 December 2016] 77 Lexington Tree Management Manual APPENDIX VII MASSACHUSETTS GENERAL LAWS PART I. ADMINISTRATION OF GOVERNMENT TITLE XIX AGRICULTURE AND CONSERVATION CHAPTER 132A. STATE RECREATION AREAS OUTSIDE OF THE METROPOLITAN PARKS DISTRICT hu islaturc.goy/Laws/�ncncra.Ml,aw /partQlt"itic QX/�",hapt�r132�/Ss ctuon l 0 Chapter 132A: Section 1F.Duties of bureau of forestry The bureau of forestry shall, under the supervision of the director, with the approval of the commissioner perform such duties as respects forest management practices, reforestation, development of forest or wooded areas under the control of the department, making them in perpetuity income producing and improving such wooded areas. It shall be responsible for such other duties as are now vested in the division of forestry by the general laws or any special laws and shall be responsible for shade tree management, arboricultural service and insect suppression of public nuisances as defined in section eleven of chapter one hundred and thirty-two, subject to the approval of the director and, notwithstanding the provisions of any general or special law to the contrary, the bureau may require all tree spraying or other treatment performed by other departments, agencies or political subdivisions to be carried out under its direction. The bureau may promulgate rules and regulations to carry out its duties and powers. It shall assume the responsibilities of section one A of chapter one hundred and thirty-two and shall be responsible for such other duties as are not otherwise vested in the division of forestry; provided, however, that all personnel of the forest, fire, shade tree and pest control units in their respective collective bargaining units at the time of this consolidation to the bureau of forestry shall remain in their respective collective bargaining units ktttps.�atq,tsl�tturrg.g�)v/➢a", /C;eneeratlllAiws�P au11/'l itieX[X/Ch apt.q fl 32 Alec ct�4�n 1 ff:- [online: cited 6 December 2016] 78 Lexington Tree Management Manual APPENDIX VIII EMERALD ASH BORER FEDERAL REGULATIONS AND QUARANTINE NOTICES http, //_ww taw.cornell.edu/cfr/t.ext/7/part 3 1I/ Electronic Code of Federal Regulations e-CFR data is current as of June 14, 2018 Title 7 —* Subtitle B —* Chapter III--+ Part 301 —* Subpart Title 7:Agriculture PART 301—DOMESTIC QUARANTINE NOTICES Subpart—Emerald Ash Borer Contents §301.53-1 Definitions. 001.53-2 Regulated articles. §301.53-3 Quarantined areas. §301.53-4 Conditions governing the interstate movement of regulated articles from quarantined areas. 001.53-5 Issuance and cancellation of certificates and limited permits. §301.53-6 Compliance agreements and cancellation. §301.53-7 Assembly and inspection of regulated articles. §301.53-8 Attachment and disposition of certificates and limited permits. §301.53-9 Costs and charges. SOURCE: 68 FR 59088, Oct. 8, 2003,unless otherwise noted. §301.53-1 Definitions. Administrator. The Administrator, Animal and Plant Health Inspection Service, or any individual authorized to act for the Administrator. Animal and Plant Health Inspection Service (APHIS). The Animal and Plant Health Inspection Service of the United States Department of Agriculture. Certificate. A document that is issued for a regulated article by an inspector or by a person operating under a compliance agreement and that represents that such article is eligible for interstate movement in accordance with §301.53-5(a). Compliance agreement. A written agreement between APHIS and a person engaged in growing, handling, or moving regulated articles that are moved interstate, in which the person agrees to comply with the provisions of this subpart and any conditions imposed under this subpart. Emerald ash borer. The insect known as emerald ash borer (Agrilus planipennis [Coleoptera: Buprestidae])in any stage of development. Infestation. The presence of the emerald ash borer or the existence of circumstances that make it reasonable to believe that the ash borer is present. Inspector. Any employee of the Animal and Plant Health Inspection Service, or other individual authorized by the Administrator to enforce the provisions of this subpart. Interstate. From any State into or through any other State. 79 Lexington Tree Management Manual Limited permit. A document in which an inspector or a person operating under a compliance agreement affirms that the regulated article not eligible for a certificate is eligible for interstate movement only to a specified destination and in accordance with conditions specified on the permit. Moved (movement, move). Shipped, offered for shipment, received for transportation, transported, carried, or allowed to be moved, shipped,transported, or carried. Person. Any association, company, corporation, firm, individual,joint stock company, partnership, society, or any other legal entity. Quarantined area. Any State, or any portion of a State, listed in §301.53-3(c) or otherwise designated as a quarantined area in accordance with §301.53-3(b). Regulated article. Any article listed in §301.53-2(a) or otherwise designated as a regulated article in accordance with §301.53-2(b). State. The District of Columbia, Puerto Rico, the Northern Mariana Islands, or any State, territory, or possession of the United States. §301.53-2 Regulated articles. The following are regulated articles: (a) The emerald ash borer; firewood of all hardwood (non-coniferous) species; nursery stock, green lumber, and other material living, dead, cut, or fallen, including logs, stumps, roots, branches, and composted and uncomposted chips of the genus Fraxinus. (b) Any other article,product, or means of conveyance not listed in paragraph (a)of this section may be designated as a regulated article if an inspector determines that it presents a risk of spreading emerald ash borer and notifies the person in possession of the article, product, or means of conveyance that it is subject to the restrictions of the regulations. [68 FR 59088, Oct. 8, 2003, as amended at 70 FR 252, Jan. 4, 2005] §301.53-3 Quarantined areas. (a) Except as otherwise provided in paragraph (b) of this section, the Administrator will list as a quarantined area in paragraph(c) of this section each State or each portion of a State in which the emerald ash borer has been found by an inspector, in which the Administrator has reason to believe that the emerald ash borer is present, or that the Administrator considers necessary to regulate because of its inseparability for quarantine enforcement purposes from localities where emerald ash borer has been found. Less than an entire State will be designated as a quarantined area only if the Administrator determines that: (1) The State has adopted and is enforcing restrictions on the intrastate movement of regulated articles that are equivalent to those imposed by this subpart on the interstate movement of regulated articles; and (2) The designation of less than an entire State as a quarantined area will be adequate to prevent the artificial interstate spread of the emerald ash borer. (b) The Administrator or an inspector may temporarily designate any nonquarantined area as a quarantined area in accordance with the criteria specified in paragraph (a) of this section. The Administrator will give written notice of this designation to the owner or person in possession of the nonquarantined area, or,in the case of publicly owned land, to the person responsible for the management of the nonquarantined area. Thereafter, the interstate movement of any regulated article from an area temporarily designated as a quarantined area is subject to this subpart. As soon as practicable, this area either will be added to the list of designated quarantined areas in paragraph (c) of this section, or the Administrator will terminate the designation. The owner or person in possession of, or, in the case of publicly owned land, the person responsible for the management of, an area for which the designation is terminated will be given written notice of the termination as soon as practicable. 80 Lexington Tree Management Manual (c) The following areas are designated as quarantined areas: Massachusetts The entire State. Editors Note: For purposes of relevance, all quarantine areas outside Massachusetts were omitted from the fourth print edition of the Tree Management Manual but included in the online edition. §301.53-4 Conditions governing the interstate movement of regulated articles from quarantined areas. Regulated articles may be moved interstate from a quarantined area only if moved under the following conditions: (a) With a certificate or limited permit issued and attached in accordance with §§301.53-5 and 301.53-8; (b) Without a certificate or limited permit if: (1) The regulated article is moved by the United States Department of Agriculture for experimental or scientific purposes; or (2) The regulated article originates outside the quarantined area and is moved interstate through the quarantined area under the following conditions: (i) The points of origin and destination are indicated on a waybill accompanying the regulated article; and (ii) The regulated article, if moved through the quarantined area during the period of May 1 through August 31 or when the ambient air temperature is 40 °F or higher, is moved in an enclosed vehicle or is completely covered to prevent access by the EAB; and (iii) The regulated article is moved directly through the quarantined area without stopping (except for refueling or for traffic conditions, such as traffic lights or stop signs), or has been stored, packed, or handled at locations approved by an inspector as not posing a risk of infestation by emerald ash borer; and (iv) The article has not been combined or commingled with other articles so as to lose its individual identity. §301.53-5 Issuance and cancellation of certificates and limited permits. (a) An inspector' or person operating under a compliance agreement will issue a certificate for the interstate movement of a regulated article if he or she determines that the regulated article: IInspectors are assigned to local offices of APHIS,which are listed in the local telephone directories. Information concerning such local offices may also be obtained from the Animal and Plant Health Inspection Service, Plant Protection and Quarantine, Domestic and Emergency Operations, 4700 River Road Unit 134, Riverdale, Maryland 20737-1236. (1)(i)Is apparently free of EAB,based on inspection; or the article or (ii) Has been grown, produced, manufactured, stored, or handled in a manner that, in the judgment of the inspector,prevents the regulated article from presenting a risk of spreading EAB;and (2) Is to be moved in compliance with any additional emergency conditions that the Administrator may impose under section 414 of the Plant Protection Act (7 U.S.C. 7714)' in order to prevent the artificial spread of emerald ash borer; and 2An inspector may hold, seize, quarantine, treat, apply other remedial measures to, destroy, or otherwise dispose of plants,plant pests, or other articles in accordance with sections 414, 421, and 423 of the Plant Protection Act(7 U.S.C. 7714, 7731, and 7754). (3) Is eligible for unrestricted movement under all other Federal domestic plant quarantines and regulations applicable to the regulated articles. 81 Lexington Tree Management Manual (b) An inspector or a person operating under a compliance agreement will issue a limited permit for the interstate movement of a regulated article not eligible for a certificate if he or she determines that the regulated article: (1) Is to be moved interstate to a specified destination for specific processing, handling, or utilization (the destination and other conditions to be listed on the limited permit), and this interstate movement will not result in the spread of emerald ash borer because emerald ash borer will be destroyed by the specific processing,handling, or utilization; and (2) Is to be moved in compliance with any additional emergency conditions that the Administrator may impose under section 414 of the Plant Protection Act(7 U.S.C. 7714) in order to prevent the spread of emerald ash borer; and (3) Is eligible for unrestricted movement under all other Federal domestic plant quarantines and regulations applicable to the regulated article. (c) An inspector shall issue blank certificates and limited permits to a person operating under a compliance agreement in accordance with §301.53-6 or authorize reproduction of the certificates or limited permits on shipping containers, or both, as requested by the person operating under the compliance agreement. These certificates and limited permits may then be completed and used, as needed, for the interstate movement of regulated articles that have met all of the requirements of paragraph (a) or(b),respectively, of this section. (d) Any certificate or limited permit may be canceled orally or in writing by an inspector whenever the inspector determines that the holder of the certificate or limited permit has not complied with this subpart or any conditions imposed under this subpart. If the cancellation is oral, the cancellation will become effective immediately, and the cancellation and the reasons for the cancellation will be confirmed in writing as soon as circumstances permit. Any person whose certificate or limited permit has been canceled may appeal the decision in writing to the Administrator within 10 days after receiving the written cancellation notice. The appeal must state all of the facts and reasons that the person wants the Administrator to consider in deciding the appeal. A hearing may be held to resolve a conflict as to any material fact. Rules of practice for the hearing will be adopted by the Administrator. As soon as practicable, the Administrator will grant or deny the appeal, in writing, stating the reasons for the decision. (Approved by the Office of Management and Budget under control number 0579-0233) §301.53-6 Compliance agreements and cancellation. (a) Persons engaged in growing, handling, or moving regulated articles interstate may enter into a compliance agreement' if such persons review with an inspector each provision of the compliance agreement. Any person who enters into a compliance agreement with APHIS must agree to comply with the provisions of this subpart and any conditions imposed under this subpart. 3Compliance agreements may be initiated by contacting a local office of APHIS. The addresses and telephone numbers of local offices are listed in local telephone directories and may also be obtained from the Animal and Plant Health Inspection Service, Plant Protection and Quarantine, Domestic and Emergency Operations, 4700 River Road Unit 134, Riverdale, MD 20737-1236. (b) Any compliance agreement may be canceled orally or in writing by an inspector whenever the inspector determines that the person who has entered into the compliance agreement has not complied with this subpart or any conditions imposed under this subpart. If the cancellation is oral, the cancellation will become effective immediately, and the cancellation and the reasons for the cancellation will be confirmed in writing as soon as circumstances permit. Any person whose compliance agreement has been canceled may appeal the decision in writing to the Administrator within 10 days after receiving the written cancellation notice. The appeal must state all of the facts and reasons that the person wants the pAdministrator to consider in deciding the appeal. A hearing may be held to resolve a conflict as to any material fact. Rules of practice for the hearing will be adopted by the Administrator. As soon as 82 Lexington Tree Management Manual practicable, the Administrator will grant or deny the appeal,in writing, stating the reasons for the decision. (Approved by the Office of Management and Budget under control number 0579-0233) §301.53-7 Assembly and inspection of regulated articles. (a) Persons requiring certification or other services must request the services from an inspector at least 48 hours before the services are needed. 4See footnote 1 to §301.53-5. (b) The regulated articles must be assembled at the place and in the manner that the inspector designates as necessary to comply with this subpart. (Approved by the Office of Management and Budget under control number 0579-0233) §301.53-8 Attachment and disposition of certificates and limited permits. (a) A regulated article must be plainly marked with the name and address of the consignor and the name and address of the consignee and must have the certificate or limited permit issued for the interstate movement of a regulated article securely attached at all times during interstate movement to: (1) The regulated article; (2) The container carrying the regulated article; or (3) The consignee's copy of the accompanying waybill: Provided, that the description of the regulated article on the certificate or limited permit, and on the waybill, are sufficient to identify the regulated article; and (b) The carrier must furnish the certificate or limited permit authorizing interstate movement of a regulated article to the consignee at the destination of the shipment. (Approved by the Office of Management and Budget under control number 0579-0233) §301.53-9 Costs and charges. The services of the inspector during normal business hours will be furnished without cost to persons requiring the services. The user will be responsible for all costs and charges arising from inspection and other services provided outside of normal business hours. 83 Lexington Tree Management Manual APPENDIX IX ASIAN LONGHORN BEETLE FEDERAL REGULATIONS AND QUARANTINE NOTICES ��tt s4 ------- o dawncorn -----a/----------- ----- u- _ _ _____________ _______________________ __ Electronic Code of Federal Regulations ALB e-CFR data is current as of June 14, 2018 Title 7 --), Subtitle B --)� Chapter III--)�Part 301 --* Subpart Title 7: Agriculture PART 301DOMESTIC QUARANTINE NOTICES Subpart—Asian Longhorned Beetle Contents §301.51-1 Definitions. §301.51-2 Regulated articles. §301.51-3 Quarantined areas. §301.51-4 Conditions ,governing the interstate movement of regulated articles from quarantined areas. §301.51-5 Issuance and cancellation of certificates and limited permits. §301.51-6 Compliance agreements and cancellation. §301.51-7 Assembly and inspection of regulated articles. §301.51-8 Attachment and disposition of certificates and limited permits. §301.51-9 Costs and charges. SOURCE: 62 FR 10416, Mar. 7, 1997, unless otherwise noted. §301.51-1 Definitions. Administrator. The Administrator, Animal and Plant Health Inspection Service, or any individual authorized to act for the Administrator. Animal and Plant Health Inspection Service (APHIS). The Animal and Plant Health Inspection Service of the United States Department of Agriculture. Asian longhorned beetle. The insect known as Asian longhorned beetle (Anoplophora glabripennis) in any stage of development. Certificate. A document which is issued for a regulated article by an inspector or by a person operating under a compliance agreement, and which represents that such article is eligible for interstate movement in accordance with §301.51-5(a). Compliance agreement. A written agreement between APHIS and a person engaged in growing, handling, or moving regulated articles that are moved interstate, in which the person agrees to comply with the provisions of this subpart and any conditions imposed under this subpart. Infestation. The presence of the Asian longhorned beetle in any life stage. Inspector. Any employee of the Animal and Plant Health Inspection Service, or other individual authorized by the Administrator to enforce the provisions of this subpart. Interstate. From any State into or through any other State. 84 Lexington Tree Management Manual Limited permit. A document in which an inspector affirms that the regulated article not eligible for a certificate is eligible for interstate movement only to a specified destination and in accordance with conditions specified on the permit. Moved (movement, move). Shipped, offered for shipment, received for transportation, transported, carried, or allowed to be moved, shipped, transported, or carried. Person. Any association, company, corporation, firm, individual, joint stock company, partnership, society, or any other legal entity. Quarantined area. Any State, or any portion of a State, listed in §301.51-3(c) of this subpart or otherwise designated as a quarantined area in accordance with §301.51-3(b) of this subpart. Regulated article. Any article listed in §301.51-2(a) of this subpart or otherwise designated as a regulated article in accordance with §301.51-2(b) of this subpart. State. The District of Columbia, Puerto Rico, the Northern Mariana Islands, or any State, territory, or possession of the United States. §301.51-2 Regulated articles. The following are regulated articles: (a) Firewood (all hardwood species), and green lumber and other material living, dead, cut, or fallen, inclusive of nursery stock, logs, stumps, roots, branches, and debris of half an inch or more in diameter of the following genera: Acer(maple), Aesculus (horse chestnut),Albizia (mimosa),Betula (birch), Cercidiphyllum (katsura), Fraxinus (ash),Koelreuter ia(golden rain tree), Platanus (sycamore), Populus (poplar), Salix (willow), Sorbus (mountain ash), and Ulmus (elm). (b) Any other article, product, or means of conveyance not covered by paragraph (a) of this section if an inspector determines that it presents a risk of spreading Asian longhomed beetle and notifies the person in possession of the article, product, or means of conveyance that it is subject to the restrictions of this subpart. [62 FR 10416, Mar. 7, 1997, as amended at 62 FR 60764,Nov. 13, 1997; 68 FR 26985, May 19, 2003; 75 FR 34322, June 17, 2010; 76 FR 52542, Aug. 23, 2011; 81 FR 39176, June 16, 2016] §301.51-3 Quarantined areas. (a) Except as otherwise provided in paragraph (b) of this section, the Administrator will list as a quarantined area in paragraph (c) of this section, each State or each portion of a State in which the Asian longhorned beetle has been found by an inspector, in which the Administrator has reason to believe that the Asian longhorned beetle is present, or that the Administrator considers necessary to regulate because of its inseparability for quarantine enforcement purposes from localities where Asian longhomed beetle has been found. Less than an entire State will be designated as a quarantined area only if the Administrator determines that: (1) The State has adopted and is enforcing restrictions on the intrastate movement of regulated articles that are equivalent to those imposed by this subpart on the interstate movement of regulated articles; and (2) The designation of less than an entire State as a quarantined area will be adequate to prevent the artificial interstate spread of the Asian longhorned beetle. 85 Lexington Tree Management Manual (b) The Administrator or an inspector may temporarily designate any nonquarantined area as a quarantined area in accordance with the criteria specified in paragraph (a) of this section. The Administrator will give written notice of this designation to the owner or person in possession of the nonquarantined area, or, in the case of publicly owned land, to the person responsible for the management of the nonquarantined area. Thereafter, the interstate movement of any regulated article from an area temporarily designated as a quarantined area is subject to this subpart. As soon as practicable, this area either will be added to the list of designated quarantined areas in paragraph (c) of this section, or the Administrator will terminate the designation. The owner or person in possession of, or, in the case of publicly owned land, the person responsible for the management of, an area for which the designation is terminated will be given written notice of the termination as soon as practicable. Editors Note: For purposes of relevance, all quarantine areas outside Massachusetts were omitted from the fourth print edition of the Tree Management Manual but included in the online edition. (c) The following areas are designated as quarantined areas: MASSACHUSETTS Worcester County. The portion of Worcester County, including portions or all of the municipalities of Worcester, Holden, West Boylston, Boylston, Auburn, and Shrewsbury that is bounded by a line starting at the intersection of Route 9 (Belmont Street) and the eastern boundary of the town of Shrewsbury; then follow the Shrewsbury town boundary northerly until the Boylston town boundary; then follow the entirety of the Boylston town boundary until it comes to the West Boylston town boundary on the Massachusetts Department of Conservation and Recreation Watershed property; then along the West Boylston town boundary until it intersects Manning Street; then southwest on Manning Street in Holden to Wachusett Street (Route 31); then south on Wachusett Street to Highland Street (still Route 31); then southwest on Highland Street to Main Street; then southeast on Main Street to Bailey Road; then south on Bailey Road to Chapin Road; then south on Chapin Road to its end; then continuing in a southeasterly direction to Fisher Road; then southwest on Fisher Road to Stonehouse Hill Road; then south on Stonehouse Hill Road to Reservoir Street; then southeast on Reservoir Street until it intersects the Worcester city boundary; turn south on Oxford Street to Auburn Street; then southeast on Auburn Street crossing under the Massachusetts Turnpike (I-90) and continuing southeast on Millbury Street; at the intersection of Washington Street, turn northeast and continue along Washington Street to the northern boundary of the Massachusetts Turnpike (I- 90); then east along the northern boundary of the Massachusetts Turnpike (I-90) to the Auburn town boundary; then follow the Auburn town boundary northerly to the Worcester city boundary; continue along the Worcester city boundary until the Shrewsbury town boundary; then follow the entirety of the Shrewsbury town boundary until the point of beginning. EDITORIAL NOTE: For FEDERAL REGISTER citations affecting §301.51-3, see the List of CFR Sections Affected, which appears in the Finding Aids section of the printed volume and at www.fdsys.gov. §301.51-4 Conditions governing the interstate movement of regulated articles from quarantined areas. 86 Lexington Tree Management Manual (a) Any regulated article may be moved interstate from a quarantined area only if moved under the following conditions: (1) With a certificate or limited permit issued and attached in accordance with §§301.51-5 and 301.51-8; (2) Without a certificate or limited permit if- (i) The regulated article is moved by the United States Department of Agriculture for experimental or scientific purposes; or (ii) The regulated article originates outside the quarantined area and is moved interstate through the quarantined area under the following conditions: (A) The points of origin and destination are indicated on a waybill accompanying the regulated article; and (B) The regulated article is moved through the quarantined area without stopping, or has been stored, packed, or handled at locations approved by an inspector as not posing a risk of infestation by Asian longhorned beetle; and (C) The article has not been combined or commingled with other articles so as to lose its individual identity. (b) When an inspector has probable cause to believe a person or means of conveyance is moving a regulated article interstate, the inspector is authorized to stop the person or means of conveyance to determine whether a regulated article is present and to inspect the regulated article. Articles found to be infected by an inspector, and articles not in compliance with the regulations in this subpart, may be seized, quarantined, treated, subjected to other remedial measures, destroyed, or otherwise disposed of. §301.51-5 Issuance and cancellation of certificates and limited permits. (a) An inspector) or person operating under a compliance agreement will issue a certificate for the interstate movement of a regulated article if he or she determines that the regulated article: ilnspectors are assigned to local offices of APHIS, which are listed in local telephone directories. Information concerning such local offices may also be obtained from the Animal and Plant Health Inspection Service, Plant Protection and Quarantine, Domestic and Emergency Operations, 4700 River Road Unit 134, Riverdale, Maryland 20737-1236. (1)(i)Is apparently free of Asian longhorned beetle in any stage of development, based on inspection of the regulated article; or (ii) Has been grown, produced, manufactured, stored, or handled in such a manner that, in the judgment of the inspector, the regulated article does not present a risk of spreading Asian longhorned beetle; and (2) Is to be moved in compliance with any additional conditions deemed necessary under section 414 of the Plant Protection Act (7 U.S.C. 7714)2 to prevent the artificial spread of the Asian longhorned beetle; and 2An inspector may hold, seize, quarantine, treat, apply other remedial measures to, destory, or otherwise dispose of plants,plant pests, or other articles in accordance with sections 414, 421, and 434 of the Plant Protection Act(7 U.S.C. 7714, 7731, and 7754). (3) Is eligible for unrestricted movement under all other Federal domestic plant quarantines and regulations applicable to the regulated articles. 87 Lexington Tree Management Manual (b) An inspector or a person operating under a compliance agreement will issue a limited permit for the interstate movement of a regulated article not eligible for a certificate if he or she determines that the regulated article: (1) Is to be moved interstate to a specified destination for specific processing, handling, or utilization (the destination and other conditions to be listed on the limited permit), and this interstate movement will not result in the spread of Asian longhorned beetle because Asian longhorned beetle will be destroyed by the specific processing,handling, or utilization;and (2) It is to be moved in compliance with any additional conditions that the Administrator may impose under section 414 of the Plant Protection Act(7 U.S.C. 7714) in order to prevent the spread of the Asian longhorned beetle; and (3) Is eligible for unrestricted movement under all other Federal domestic plant quarantines and regulations applicable to the regulated article. (c) An inspector shall issue blank certificates and limited permits to a person operating under a compliance agreement in accordance with §301.51-6 or authorize reproduction of the certificates or limited permits on shipping containers, or both, as requested by the person operating under the compliance agreement. These certificates and limited permits may then be completed and used, as needed, for the interstate movement of regulated articles that have met all of the requirements of paragraph(a) or(b),respectively, of this section. (d) Any certificate or limited permit may be canceled orally or in writing by an inspector whenever the inspector determines that the holder of the certificate or limited permit has not complied with this subpart or any conditions imposed under this subpart. If the cancellation is oral, the cancellation will become effective immediately, and the cancellation and the reasons for the cancellation will be confirmed in writing as soon as circumstances permit. Any person whose certificate or limited permit has been cancelled may appeal the decision in writing to the Administrator within 10 days after receiving the written cancellation notice. The appeal must state all of the facts and reasons that the person wants the Administrator to consider in deciding the appeal. A hearing may be held to resolve a conflict as to any material fact. Rules of practice for the hearing will be adopted by the Administrator. As soon as practicable, the Administrator will grant or deny the appeal, in writing, stating the reasons for the decision. [62 FR 10416, Mar. 7, 1997, as amended at 66 FR 21051, Apr. 27, 2001] §301.51-6 Compliance agreements and cancellation. (a) Persons engaged in growing, handling, or moving regulated articles interstate may enter into a compliance agreement3 if such persons review with an inspector each stipulation of the compliance agreement. Any person who enters into a compliance agreement with APHIS must agree to comply with the provisions of this subpart and any conditions imposed under this subpart. 3Compliance agreements may be initiated by contacting a local office of APHIS. The addresses and telephone numbers of local offices are listed in local telephone directories and may also be obtained from the Animal and Plant Health Inspection Service, Plant Protection and Quarantine, Domestic and Emergency Operations, 4700 River Road Unit 134, Riverdale, Maryland 20737-1236. (b) Any compliance agreement may be canceled orally or in writing by an inspector whenever the inspector determines that the person who has entered into the compliance agreement has not complied with this subpart or any conditions imposed under this subpart. If the cancellation is oral, the cancellation will become effective immediately, and the cancellation 88 Lexington Tree Management Manual and the reasons for the cancellation will be confirmed in writing as soon as circumstances permit. Any person whose compliance agreement has been cancelled may appeal the decision in writing to the Administrator within 10 days after receiving the written cancellation notice. The appeal must state all of the facts and reasons that the person wants the Administrator to consider in deciding the appeal. A hearing may be held to resolve a conflict as to any material fact. Rules of practice for the hearing will be adopted by the Administrator. As soon as practicable, the Administrator will grant or deny the appeal, in writing, stating the reasons for the decision. §301.51-7 Assembly and inspection of regulated articles. (a) Persons requiring certification or other services must request the services from an inspector4 at least 48 hours before the services are needed. 4See footnote 1 to §301.51-5. (b) The regulated articles must be assembled at the place and in the manner that the inspector designates as necessary to comply with this subpart. §301.51-8 Attachment and disposition of certificates and limited permits. (a) A regulated article must be plainly marked with the name and address of the consignor and the name and address of the consignee and must have the certificate or limited permit issued for the interstate movement of a regulated article securely attached at all times during interstate movement to: (1) The outside of the container encasing the regulated article; (2) The article itself, if it is not in a container; or (3) The consignee's copy of the accompanying waybill; Provided, that the description of the regulated article on the certificate or limited permit, and on the waybill, are sufficient to identify the regulated article; and (b) The carrier must furnish the certificate or limited permit authorizing interstate movement of a regulated article to the consignee at the destination of the shipment. §301.51-9 Costs and charges. The services of the inspector during normal business hours will be furnished without cost to persons requiring the services. The user will be responsible for all costs and charges arising from inspection and other services provided outside of normal business hours. 89 Lexington Tree Management Manual APPENDIX X EMERALD ASH BORER: INITIAL QUARANTINE ORDER FOR BERKSHIRE COUNTY Mip massnrc_ r.�'pesk�.!ttq�lCcaia�a�u�axrB�t�ds'k=Ai6� garanti�eT�/�arch2013.��1f[online: cited 23 July 2015] COMMONWEALTH OF MASSACHUSETTS EXECUTIVE OFFICE OF ENERGY AND ENVIRONMENTAL AFFAIRS DEPARTMENT OF CONSERVATION AND RECREATION ORDER To Suppress and Control Nuisance Conditions and Regulated Articles The Department of Conservation and Recreation (DCR)issues this Order in accordance with sections 8, 11 and 12 of Chapter 132 and section 1F of Chapter 132A of the Massachusetts General Laws. Background on the Emerald ash borer The Emerald ash borer (Agrilus planipennis) (EAB), a beetle native to Asia, is a destructive insect pest of all ash tree species (Fraxinus spp.). It attacks healthy ash trees, including the native white, green and brown ash. Additionally nursery stock, logs, green lumber, firewood, stumps, branches, and wood debris of a half an inch or more in diameter are subject to infestation. After 450 - 1000 growing degree days (GDD), adult EAB beetles emerge in the spring through "D" shaped exit holes, feed on ash tree foliage for a short period, mate, and then females will widely disperse and deposit eggs along tree trunks in cracks and bark crevices. After the eggs hatch, EAB larvae bore into the inner bark layer(cambium) of a host ash tree. Larvae go through four developmental stages (instars), and then excavate a pupal chamber in the outer sapwood where they overwinter as pre-pupae. EAB will then complete the growth cycle when they pupate to adults in the early spring and again emerge between 450 — 1000 (GDD). Emerald ash borer has the potential of killing infested trees in 3-5 years. A new generation of Emerald ash borer is produced each year. Spread of this invasive pest into the ash hardwood forests of the United States has already caused severe economic losses. In addition, urban and forest EAB infestations will result in environmental damage, aesthetic deterioration, and a reduction in public enjoyment of recreational spaces. Purpose of this Order An infestation of Emerald ash borer has been identified in the town of Dalton, Berkshire County, Massachusetts. As documented in other states with infestations of EAB, this invasive species can cause widespread ash tree mortality, cause great economic and environmental damage, and requires measures to suppress, control and eradicate its spread in any area of Massachusetts. NOW THEREFORE, THIS ORDER IS ISSUED ANI) ESTABLISHED, SUBJECT TO THE FOLLOWING TERMS, CONDITIONS AND RESTRICTIONS: 1. Affected Area. This Order applies to all public and private land in Berkshire County. 2. Quarantine Period. This Order is effective immediately and will remain in effect until rescinded or modified in writing by the Commissioner of DCR. 3. Regulated Articles means firewood (all hardwood species under 48" in length); green ash lumber and other material living, dead, cut, or fallen, inclusive of nursery stock, logs, roots, branches, and debris of half an inch or more in diameter of the following genera: Fraxinus (ash) all species; and also the Emerald ash borer beetle,regardless of developmental stage including its larvae,pupae or eggs. Any other article, product, or means of conveyance not covered by the preceding sentence shall be deemed a 90 Lexington Tree Management Manual Regulated Article, and subject to this Order, if the Commissioner of DCR, and his duly authorized agents or designees, acting subject to the provisions of Paragraph 8, determine that it presents a risk of spreading Emerald ash borer and notifies the Person in possession of the article, product, or means of conveyance that it is subject to the terms, conditions and restrictions of this Order. 4. Person means, without limitation, any agency, city or town, or political subdivision of the Commonwealth of Massachusetts or the Federal government, any state, public or private corporation or authority, any interstate body, foreign nation, individual, trust, firm, joint stock company, partnership, association or other entity, and any officer, employee, or agent of such person, and any natural person or group of persons. 5. No Person shall harvest, cut, move, carry, transport or ship (or authorize or allow anyother Person to do the same) Regulated Articles outside of the Affected Area during the Quarantine Period, unless specifically authorized in writing by the Commissioner of the Department of Conservation and Recreation. 6. The Commissioner of DCR, and his duly authorized agents or designees acting subject to the provisions of Paragraph 8, by the terms of this Order is authorized to make use of and require the use of all lawful means of suppressing and controlling Emerald ash borer (EAB) including removing or causing to be removed, and the destruction thereof, all Regulated Articles within the Affected Area that are, may be or have the potential to be infested or infected by EAB. 7. The Commissioner of DCR, and his duly authorized agents or designees acting subject to the provisions of Paragraph 8, by the terms of this Order is authorized to enter upon any land, including the Affected Area,to implement and conduct activities under this Order. 8. DCR is acting in cooperation with Massachusetts Department of Agricultural Resources MDAR) and Federal officials, specifically the United States Department of Agriculture and its Forest Service (USFS) and Animal and Plant Health Inspection Service (APHIS) to achieve the purposes of this Order. DCR may authorize, under separate agreements, DCR's duly authorized agents or designees, as identified in Paragraphs 6 and 7 above, including any municipal or Federal officials,including USFS and APHIS,to enter upon the Affected Area and undertake activities necessary for suppressing, controlling and monitoring the spread, including removing or causing to be removed, and the destruction thereof, all Regulated Articles within the Affected Area that are, may be or have the potential to be infested or infected by EAB. While DCR seeks to implement this Order to ensure eradication of EAB, DCR plans to do so in a reasonable manner, to the extent possible,to minimize impacts to private property. 9. Any Person who knowingly resists, obstructs or violates this Order may be punished, subject to a civil penalty to be assessed by DCR and/or other relief in accordance with Massachusetts law. March 1,2013 s/ Edward M. Lambert, J., Commissioner Department of Conservation and Recreation 251 Causeway Street, Suite 600 Boston, MA 02114 91 Lexington Tree Management Manual APPENDIX XI EMERALD ASH BORER: EXTENSION QUARANTINE ORDER THE ENTIRE STATE 11/26/14 COMMONWEALTH OF MASSACHUSETTS EXECUTIVE OFFICE OF ENERGY AND ENVIRONMENTAL AFFAIRS DEPARTMENT OF CONSERVATION AND RECREATION THIRD AMENDED ORDER To Suppress and Control Nuisance Conditions and Regulated Articles The Department of Conservation and Recreation(DCR)issues this Order in accordance with sections 8, 11 and 12 of Chapter 132 and section 1F of Chapter 132A of the Massachusetts General Laws. Background on the Emerald ash borer The Emerald ash borer (Agrilus planipennis) (EAB), a beetle native to Asia, is a destructive insect pest of all ash tree species (Fraxinus spp.). It attacks healthy ash trees, including the native white, green and brown ash.Additionally nursery stock,logs,green lumber,firewood,stumps,branches, and wood debris of a half an inch or more in diameter are subject to infestation. Between 450 -1000 growing degree days, adult EAB beetles emerge in the spring through "D" shaped exit holes, feed on ash tree foliage for a short period, mate, and then females will widely disperse and deposit eggs along tree trunks in cracks and bark crevices. After the eggs hatch, EAB larvae bore into the inner bark layer (cambium) of a host ash tree. Larvae go through four developmental stages (instars), and then excavate a pupal chamber in the outer sapwood where they overwinter as pre-pupae. EAB will then complete the growth cycle when they pupate to adults in the early spring and again emerge between 450 -1000 GDD. Emerald ash borer has the potential of killing infested trees in 3-5 years. A new generation of Emerald ash borer is produced each year. Spread of this invasive pest into the ash hardwood forests of the United States has already caused severe economic losses. In addition, urban and forest EAB infestations will result in environmental damage,aesthetic deterioration,and a reduction in public enjoyment of recreational spaces. Purpose of this Order An infestation of Emerald ash borer was identified in the town of North Andover, Essex County, Massachusetts and has now been identified in Boston, Suffolk County, Massachusetts. As documented in other states with infestations of EAB, this invasive species can cause widespread ash tree mortality, cause great economic and environmental damage, and requires measures to suppress, control and eradicate its spread in any area of Massachusetts. On March 1, 2013, DCR issued an Order to suppress and control the spread of EAB in any area of Berkshire County, Massachusetts, and on April 1, 2014, DCR issued a second amended order to suppress and control and eradicate EAB in any area of Essex County. DCR now issues this third amended order to include all of Massachusetts to the EAB Quarantine. This third amended order does not change or diminish any of the other terms, conditions or restrictions of any previous Order. NOW THEREFORE, THIS ORDER IS ISSUED AND ESTABLISHED, SUBJECT TO THE FOLLOWING TERMS,CONDITIONS AND RESTRICTIONS: 1. Affected Area. This Order applies to all public and private land in the Commonwealth of Massachusetts. 2. Quarantine Period. This Order is effective immediately and will remain in effect until rescinded or modified in writing by the Commissioner of DCR. 92 Lexington Tree Management Manual 3. Regulated Articles means firewood (all hardwood species under 48" in length); green ash lumber and other material living, dead, cut, or fallen, inclusive of nursery stock, logs, roots, branches, and debris of half an inch or more in diameter of the following genera: Fraxinus (ash) all species; and also the Emerald ash borer beetle,regardless of developmental stage including its larvae,pupae or eggs. Any other article, product, or means of conveyance not covered by the preceding sentence shall be deemed a Regulated Article, and subject to this Order, if the Commissioner of DCR, and his duly authorized agents or designees, acting subject to the provisions of Paragraph 8, determine that it presents a risk of spreading Emerald ash borer and notifies the Person in possession of the article, product, or means of conveyance that it is subject to the terms, conditions and restrictions of this Order. 4. Person means, without limitation, any agency, city or town, or political subdivision of the Commonwealth of Massachusetts or the Federal government, any state, public or private corporation or authority, any interstate body, foreign nation, individual, trust, firm, joint stock company, partnership, association or other entity, and any officer, employee, or agent of such person, and any natural person or group of persons. 5. No Person shall harvest, cut, move, carry, transport or ship (or authorize or allow any other Person to do the same) Regulated Articles outside of the Affected Area during the Quarantine Period, unless specifically authorized in writing by the Commissioner of the Department of Conservation and Recreation. 6. The Commissioner of DCR, and his duly authorized agents or designees acting subject to the provisions of Paragraph 8, by the terms of this Order is authorized to make use of and require the use of all lawful means of suppressing and controlling Emerald ash borer (EAB) including removing or causing to be removed, and the destruction thereof, all Regulated Articles within the Affected Area that are, may be or have the potential to be infested or infected by EAB. 7. The Commissioner of DCR, and his duly authorized agents or designees acting subject to the provisions of Paragraph 8, by the terms of this Order is authorized to enter upon any land, including the Affected Area,to implement and conduct activities under this Order. 8. DCR is acting in cooperation with Massachusetts Department of Agricultural Resources MDAR) and Federal officials, specifically the United States Department of Agriculture and its Forest Service (USFS) and Animal and Plant Health Inspection Service (APHIS)to achieve the purposes of this Order. DCR may authorize, under separate agreements, DCR's duly authorized agents or designees, as identified in Paragraphs 6 and 7 above, including any municipal or Federal officials, including USFS and APHIS, to enter upon the Affected Area and undertake activities necessary for suppressing, controlling and monitoring the spread, including removing or causing to be removed, and the destruction thereof, all Regulated Articles within the Affected Area that are,may be or have the potential to be infested or infected by EAB. While DCR seeks to implement this Order to ensure eradication of EAB,DCR plans to do so in a reasonable manner,to the extent possible, to minimize impacts to private property. 9. Any Person who knowingly resists, obstructs or violates this Order may be punished, subject to a civil penalty to be assessed by DCR and/or other relief in accordance with Massachusetts law. Dated: November 26, 2014 Signed and Ordered By: John P. Murray, Commissioner Department of Conservation and Recreation 251 Causeway Street, Suit 600 Boston, MA 02114 hUp_.-8ma_s11m rrg/Aaest /in�eddoturents/ffABQut titieMarch2013.I)c_f'[online: cited23July2015] _ : 93 Lexington Tree Management Manual APPENDIX Xll ASIAN LONGHORN BEETLE: COMMONWEALTH QUARANTINE ORDERS FOR WORCESTER COUNTY WITH MAP: COMMONWEALTH OF MASSACHUSETTS EXECUTIVE OFFICE OF ENERGY AND ENVIRONMENTAL AFFAIRS DEPARTMENT OF CONSERVATION AND RECREATION ELEVENTH AMENDED ORDER To Suppress and Control Nuisance Conditions and Regulated Articles The Department of Conservation and Recreation(DCR)issues this Amended Order in accordance with sections 8, 11 and 12 of Chapter 132 and section 1F of Chapter 132A of the Massachusetts General Laws. Background on the Asian longhorned beetle The Asian longhorned beetle (ALB) (Anoplophora glabripennis), an insect native to China, Japan, Korea, and the Isle of Hainan, is a destructive pest of hardwood trees. It attacks many healthy hardwood trees, including maple, horse chestnut, birch, poplar, willow, and elm. In addition, nursery stock, logs, green lumber, firewood, stumps, roots, branches, and wood debris of a half an inch or more in diameter are subject to infestation. The beetle bores into the heartwood of a host tree, eventually killing the tree. Immature beetles bore into tree trunks and branches, causing heavy sap flow from wounds and sawdust accumulation at tree bases. They feed on, and over-winter in, the interiors of trees. Adult beetles emerge in the spring and summer months from round holes approximately three-eighths of an inch in diameter (about the size of a dime) that they bore through branches and trunks of trees. Afteremerging, adult beetles feed for 2 to 3 days and then mate. Adult females then lay eggs in oviposition sites that they make on the branches of trees. A new generation of ALB is produced each year. If this pest moves into the hardwood forests of the United States, the nursery, maple syrup, and forest product industries would experience severe economic losses. In addition, urban and forest ALB infestations will result in environmental damage, aesthetic deterioration, and a reduction in public enjoyment of recreational spaces. Purpose of this Order An infestation of ALB has been identified in areas of Worcester, Holden, West Boylston, Boylston and Shrewsbury,Worcester County, Massachusetts. An infestation of this invasive species can spread quickly, cause great economic and environmental damage, and requires measures to address its eradication. On August 8, 2008, DCR issued an Order to prevent the spread of ALB, suppress, control and eradicate ALB in any area of Worcester County and Massachusetts. On August 20,2008,DCR issued an Amended Order, amending the August 8, 2008 Order, for 2 reasons: (1) to cover new areas,in addition to the areascovered in the Order of August 8, as specified therein; and, (2) to make clear the specific types of trees, including firewood of any type of hardwood,that are covered by the Amended Order,rather than all types of trees,as specified in the August 8, 2008 Order. Other than covering additional land areas and specifically stating and limiting the types of tree species that are regulated in the affected area, the Amended Order did not change or diminish any of the terms, conditions and restrictions of the August 8, 2008 Order. On September 28, 2008, DCR issued a Second Amended Order, amending the August 20, 2008 Amended Order, solely to cover new areas in addition to the areas covered in the Amended Order. Likewise, on November 24, 2008, DCR issued a Third Amended Order, amending the Second Amended Order, once again, solely to cover new areas in addition to the areas covered in the Second Amended Order. On December 23, 2008, DCR issued a Fourth Amended Order, amending the Third Amended Order for the same sole reason to cover new areas in addition to the areas covered in the Third Amended Order. On August 3, 2009, DCR issued a Fifth Amended Order, amending the Fourth Amended Order, for the same sole reason to cover new areas in addition to the areas covered in the Fourth Amended Order, as specified 94 Lexington Tree Management Manual herein. On August 24, 2009, DCR issued a Sixth Amended Order, amending the Fifth Amended Order,for the sole reason of adding the genus Cercidiphyllum japonicum (Katsura) to the regulated articles stated in section 3 below.On September 24,2009,DCR issued a Seventh Amended Order solely to cover new areas in addition to the areas covered by the prior Amended Order.On July 20,2010,DCR issued an Eighth Amended Order solely to cover new areas in addition to the areas covered by the prior Amended Order. On September 21,2010,DCR issued a Ninth Amended Order solely to cover new areas in addition to the areas covered by the prior Amended Order. On May 9,2010,DCR issued a Tenth Amended Order for the following reasons: (1)to cover new areas in addition to the areas covered by the prior Amended Order and(2)to add the genus Koelreuteria spp. (golden rain tree)to the regulated articles stated in section 3., below. DCR now issues this Eleventh Amended Order amending the Tenth Amended Order solely to cover new areas in addition to the areas covered by the prior Amended Order.This Eleventh Amended Order does not change or diminish any of the other terms, conditions and restrictions of the Tenth Amended Order or the Commissioner's Directive, which shall be applicable to all areas covered by this Eleventh Amended Order. NOW THEREFORE, THIS ORDER IS ISSUED ANI) ESTABLISHED, SUBJECT TO THE FOLLOWING TERMS,CONDITIONS AND RESTRICTIONS: 1. Affected Area. This Order applies to all public and private land shown on the attached plan. 2. Quarantine Period. This Order is effective immediately and will remain in effect until rescinded or modified in writing by the Commissioner of DCR. 3. Regulated Articles. means firewood (all hardwood species); green lumber and other material living, dead, cut, or fallen, inclusive of nursery stock, logs, roots, branches, and debris of half an inch or more in diameter of the following genera: Acer (maple), Aesculus (horse chestnut), Albizia (mimosa), Betula(birch), Celtis (hackberry), Fraxinus (ash), Plantanus (sycamore), Populus (poplar), Salix (willow), Sorbus (mountain ash), U/mus (elm), Cercidiphyllum japonicum (Katsura), and Koelreuteria spp. (golden rain tree); and also the Asian longhorned beetle,its larvae or eggs. Any other article,product, or means of conveyance not covered by the preceding sentence shall be deemed a Regulated Article, and subject to this Order, if the Commissioner of DCR, and his duly authorized agents or designees, acting subject to the provisions of Paragraph 8, determine that it presents a risk of spreading Asian Longhorned Beetle and notifies the Person in possession of the article, product, or means of conveyance that it is subject to the terms, conditions and restrictions of this Order. 4. Person means any agency, city or town, or political subdivision of the Commonwealth of Massachusetts or the Federal government, any state, public or private corporation or authority, any interstate body, foreign nation, individual, trust, firm, joint stock company, partnership, association or other entity, and any officer, employee, or agent of such person, and any group of persons. 5. No Person shall harvest,cut, move, carry,transport or ship (or authorize or allow any other Person to do the same) Regulated Articles within or outside of the Affected Area during the Quarantine Period, unless specifically authorized in writing by the Commissioner of the Department of Conservation and Recreation. 6. The Commissioner of DCR, and his duly authorized agents or designees acting subject to the provisions of Paragraph 8, by the terms of this Order is authorized to make use of and require the use of all lawful means of suppressing, controlling and eradicating ALB, including affixing signs to and removing or causing to be removed, and the destruction thereof, all Regulated Articles within the Affected Area that are, may be or have the potential to be infested or infected by ALB. 7. The Commissioner of DCR, and his duly authorized agents or designees acting subject to the provisions of Paragraph 8, by the terms of this Order is authorized to enter upon any land, including the Affected Area, to implement and conduct activities under this Order. 95 Lexington Tree Management Manual 8. DCR is acting in cooperation with state and Federal officials, specifically the United States Department of Agriculture and its Animal and Plant Health Inspection Service (APHIS), and the City of Worcester to achieve the purposes of this Order. DCR may authorize, under separate agreements, DCR's duly authorized agents or designees, as identified in Paragraphs 6 and 7 above,including any municipal or Federal officials, including APHIS,to enter upon the Affected Area and undertake activities necessary for suppressing, controlling and eradicating ALB, including removing or causing to be removed, and the destruction thereof, all Regulated Articles within the Affected Area that are, may be or have the potential to be infested or infected by ALB. While DCR seeks to implement this Order to ensure eradication of ALB, DCR plans to do so in a reasonable manner, to the extent possible, to minimize impacts to private property. 9. Any Person who knowingly resists, obstructs or violates this Order may be punished in accordance with Massachusetts law. Dated: October 17,2011 Signed and Ordered By: Edward M. Lambert Jr., Commissioner Department of Conservation and Recreation 251 Causeway Street, Suite 600 Boston, MA 02114 96 Lexington Tree Management Manual t � cwcw air ''Yrra i m>m s � WW�J BLIN 00*444 ' �p �w D IAAowG VON f r r "�' �" "vro,w'�1 qi�: ��a� j dVMGrI'�bl�aL'NWY'fN'a.rd�3,Ea r v6Y� u " M!w4 " rVxCrdkra,ad,n A° rylu Rti / aRI °A r s t �IabNl4g Pllr�frvM�N�� ReqIImWed AM"e,q.lo S6,ppfIR"fiS4 and Cwitrd The Asiari Gof?uB;�hairtfBwJ wNe o o-u vvr'wiro, u"clotomr1T 2'�1iV 'd �'4 NYd!Y"INPea1Al^ ! .:.* "! y YYu�„s o wrt'.3a -.^10 x r�,;f�y;Yuuf�frp I fl a. d Ahm ._ .ry r�m6mr lM"HdFuat�; ---------------------------------------------------------------------------------------------------------------------------------------- r��o truwYtl'M"uMVMP1 u.muR+ orcu.,ou .ne ix ,vxa rvm vai ., ,n e,v 9/ Lexington Tree Management Manual APPENDIX XIII ASIAN LONGHORN BEETLE: COMMONWEALTH QUARANTINE ORDERS FOR BOSTON AND BROOKLINE: COMMONWEALTH OF MASSACHUSETTS EXECUTIVE OFFICE OF ENERGY AND ENVIRONMENTAL AFFAIRS DEPARTMENT OF CONSERVATION AND RECREATION ORDER TO Suppress and Control Nuisance Conditions and Regulated Articles Within the City of Boston, Suffolk County, and the Town of Brookline,Norfolk County,Massachusetts The Department of Conservation and Recreation and its Bureau of Forestry (DCR) issues this Quarantine Order in accordance with sections 8, 11 and 12 of Chapter 132 and section 1F of Chapter 132A of the Massachusetts General Laws. Background on the Asian longhorned beetle The Asian longhorned beetle (ALB) (Anoplophora glabripennis), an insect native to China, Japan, Korea, and the Isle of Hainan, is a destructive pest of hardwood trees. It attacks many healthy hardwood trees, including maple, horse chestnut, birch, poplar, willow, and elm. In addition, nursery stock, logs, green lumber, firewood, stumps, roots, branches, and wood debris of a half an inch or more in diameter are subject to infestation. The beetle bores into the heartwood of a host tree, eventually killing the tree. Immature beetles bore into tree trunks and branches, causing heavy sap flow from wounds and sawdust accumulation at tree bases. They feed on, and over-winter in, the interiors of trees. Adult beetles emerge in the spring and summer months from round holes approximately three-eighths of an inch in diameter (about the size of a dime) that they bore through branches and trunks of trees. After emerging, adult beetles feed for 2 to 3 days and then mate. Adult females then lay eggs in oviposition sites that they make on the branches of trees. A new generation of ALB is produced each year. If this pest moves into the hardwood forests of the United States, the nursery, maple syrup, and forest product industries would experience severe economic losses. In addition, urban and forest ALB infestations will result in environmental damage, aesthetic deterioration, and a reduction in public enjoyment of recreational spaces. Purpose of this Quarantine Order An infestation of ALB has been identified in an area of the City of Boston, Suffolk County, and the Town of Brookline, Norfolk County, Massachusetts. An infestation of this invasive species can spread quickly, cause great economic and environmental damage, and requires measures to address its eradication. The purpose of this Order is to prevent the spread of ALB, suppress, control and eradicate ALB in any area of Massachusetts. NOW THEREFORE, THIS ORDER IS HEREBY ESTABLISHED, SUBJECT TO THE FOLLOWING TERMS,CONDITIONS AND RESTRICTIONS: 1. Affected Area. This Order applies to all public and private land shown on the attached plan. 2. Regulated Period. This Order is effective immediately and will remain in effect until rescinded or modified in writing by the Commissioner of DCR. 3. Regulated Articles means firewood (all hardwood species); green lumber and other material living, dead, cut, or fallen, inclusive of nursery stock, logs, roots, branches, and debris of half an inch or 98 Lexington Tree Management Manual more in diameter of the following genera: Acer (maple), Aesculus (horse chestnut), Albizia (mimosa), Betula(birch), Celtis (hackberry), Fraxinus (ash),Plantanus (sycamore),Populus (poplar), Salix(willow), Sorbus (mountain ash), U/mus (elm), and Cercidiphyllum japonicum (Katsura); and also the Asian longhorned beetle, its larvae or eggs. Any other article, product, or means of conveyance not covered by the preceding sentence shall be deemed a Regulated Article, and subject to this Order, if the Commissioner of DCR, and his duly authorized agents or designees, acting subject to the provisions of Paragraph 8, determine that it presents a risk of spreading Asian Longhorned Beetle and notifies the Person in possession of the article, product, or means of conveyance that it is subject to the terms, conditions and restrictions of this Order. 4. Person means any agency, City or town, or political subdivision of the Commonwealth of Massachusetts or the Federal government, any state, public or private corporation or authority, any interstate body, foreign nation, individual, trust, firm, joint stock company, partnership, association or other entity, and any officer, employee, or agent of such person, and any group of persons. 5. No Person shall harvest, cut, move, carry, transport or ship (or authorize or allow any other Person to do the same) Regulated Articles within or outside of the Affected Area during the Regulated Period, unless specifically authorized in writing by the Commissioner of the Department of Conservation and Recreation. 6. The Commissioner of DCR, and his duly authorized agents or designees acting subject to the provisions of Paragraph 8, by the terms of this Order is authorized to make use of and require the use of all lawful means of suppressing, controlling and eradicating ALB, including affixing signs to and removing or causing to be removed, and the destruction thereof, all Regulated Articles within the Affected Area that are, may be or have the potential to be infested or infected by ALB. 7. The Commissioner of DCR, and his duly authorized agents or designees acting subject to the provisions of Paragraph 8, by the terms of this Order is authorized to enter upon any land, including the Affected Area,to implement and conduct activities under this Order. 8. DCR is acting in cooperation with state and Federal officials, specifically the United States Department of Agriculture and its Animal and Plant Health Inspection Service (APHIS), and the City of Boston and the Town of Brookline to achieve the purposes of this Order. DCR may authorize, under separate agreements, DCR's duly authorized agents or designees, as identified in Paragraphs 6 and 7 above, including municipal officials or Federal officials, such as APHIS, to enter upon the Affected Area and undertake activities necessary for suppressing, controlling and eradicating ALB, including removing or causing to be removed and the destruction thereof of all Regulated Articles within the Affected Area that are, may be or have the potential to be infested or infected by ALB. While DCR seeks to implement this Order to ensure eradication of ALB, DCR plans to do so in a reasonable manner, to the extent possible,to minimize impacts to private property. 9. Any Person who knowingly resists, obstructs or violates this Order may be punished or subject to a civil penalty in accordance with Massachusetts law. Dated: July 6,2010 Signed and Ordered By: Richard K. Sullivan, Jr., Commissioner Department of Conservation and Recreation 251 Causeway Street, Suite 600 Boston, MA 02114 99 Lexington Tree Management Manual The best time to plant a tree is twenty years ago. The next best time is now. Chinese Proverb 100 Tree Committee 2018 Recommendations for Tree Planting Approved November 8,2018 and updated January 10,2019 The intent of this document is to promote a set of best practices for the town tree-planting program, and for the monitoring, maintenance and reporting of those trees planted. In any situation possible,there is a preference for planting large shade trees. TREE SITING • The Tree Warden / Forestry Division is responsible for o maintaining and updating a list of potential planting sites, including locations where trees have been removed; o identifying planting locations for each season's planting program; o visiting sites and managing the setback planting process; o managing contractors engaged to plant trees; o integrating with the town work order system and tree inventory and using appropriate technology to store and share information. • The Tree Warden / Forestry Division shall manage relations with homeowners for both public trees planted in the right of way and for trees planted in the setbacks of private property. This will include o Responding to homeowner requests for setback trees to be planted on their property. o Notifying homeowners that a tree will be planted in the public right of way in front of their homes. Homeowners have significant input,with ultimate authority for trees in the public right of way resting in the Tree Warden. • There shall be a bias toward planting even if the physical site is less than ideal. Where there is a need for more shade and planting conditions are not ideal but feasible,there shall be a willingness to experiment, including the following considerations: o New or replacement trees shall be planted at or near the site of removed trees. o There should be no restriction on the minimum size of a planting well. o The tree well should be as wide as possible, so long as minimal ADA requirements for the adjoining sidewalk are met. Where possible,pavement shall be cut to extend the size of the tree well. Tree grates or other technologies can be used to provide walking surfaces while allowing access for snow removal. o The Tree Committee requests a formal exploration of snow removal technology that might allow for larger planting strips and wells for Lexington street trees. o Trees of appropriate size and species may be planted under wires. o Minimum distances of the planting site from other trees,underground utilities, fire hydrants, driveways, parking meters,utility poles, etc. should not be unduly restrictive. LOCATION PREPARATION • Soil removed from the planting hole shall be replaced by either structural soil or new loam if necessary. • If a sidewalk is being replaced, sand-based structural soil under sidewalk should be considered. • The Tree Warden / Forestry Division shall explore and use appropriate technology (tree grates, etc.) to prevent or mitigate soil compaction in heavily traveled areas. SPECIES and ORDERING • The Tree Warden / Forestry Division shall arrange for the planting of trees species from the master list provided by the Tree Committee. o Trees may be ordered by the Town or by the contractor who will plant them. o Bare root trees are preferred when trees can be planted quickly (within one week) after delivery. o Contractors shall guarantee the trees' survival for 1 year. • Risk shall be mitigated for pest host trees or those in decline due to climate change,with consideration for the existing insect or pest situation in surrounding communities. o No sugar maples shall be planted o No ash trees (EAB hosts) shall be planted o The number of ALB host trees planted shall be limited to a maximum of 20% of the trees planted in a given year. o Monocultures shall be avoided by planting 2 or 3 species in an area, unless a particular visual effect is necessary. WATERING and CARE • Watering shall be a major focus of the tree planting process,for up to 5 years. o Newly planted trees shall be watered for a minimum of 2 years, and longer in drought conditions. o The Tree Warden/ Forestry Division shall ensure that the planting contractor,town or residents are assigned responsibility for watering trees. • Salt-laden snow should not be piled on or near trees. MONITORING • The Tree Warden/ Forestry Division shall monitor recently (within prior 5 years) planted trees and takes action if required (watering,pruning suckers and low branches, removing stakes, etc.) SURVIVAL RATES AND REPORTING • Archival records shall be kept of locations and species of trees planted, removed and replanted, and of survival rates. • This information shall be reported on a regular basis to the Tree Committee, and summary statistics will be included in the Town's Annual Report. AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Update on 116 Vine Street Affordable Housing Project PRESENTER: ITEM NUMBER: Bob Bwrbidge, Chair of Lexington Housing Assistance Board (LexHAB) 1.2 SUMMARY: Attached please find the concept plan for 116 Vine Street that LexHab is working with our Design Review Team(DRT). We have asked that members of the DRT attend the Select Board meeting to respond to questions the Board may have(Fire, Police, Planning, Building& Engineering). LexHab is seeking feedback from the Select Board. SUGGESTED MOTION: None at this time. FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 1/11/2021 7:20pm ATTACHMENTS: Description Type n 16 Vnuns^Stun°et C amccprt IfInt Cover Men-K) CN I II i III CN zo /� III ` Ir IH a o lltiA.13115 3ON333p Onip HJIH.9 din / a a � IIIIIMnn 3NIl Nptl913S__ ¢ --- __ __ -- o bm i a w i i o a f 4 z oo� it 0 �LL N 3pN3H 30G'Npp15 HpIH,9 - 1 I OZ I JQ i I r , - ...... L I F II Z, In 0J� ca CD —77 CO I3 IIl III ` 0 �#IN 3�N33lIYil llldS lltliN 311S g,,,,,, ! �� doaei3s s� // inn�ovei3s a o t R o I � a „ M w C I a . 0 8 m I _ h � � I � i t I o (91 niNo Nam33ai I Kv�131 I, (� ..: i 31113d lIW LldS Z I �o I �w I ) F l i III .. �Q J 4� 0 2 III 111 N I i h ..,I �#IN 30N3j lMtlllldS lltlM 311Esow ppn ' NJtlH135 Sl -- ca CD in 4 p. W a 4 I/ 1 udnnnn 1 I 3 d i 3p o � o s— o m F r� _ p a w _ � r _ Izmz ; a �c o i � 3 III AI 0 Nan j— Iq ' s I T I i �o ¢w rx I I t I L Y'S 1 ^J L I AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: COVID-19 Update PRESENTER: ITEM NUMBER: Jim Malloy, Town Manager 1.3 SUMMARY: SUGGESTED MOTION: FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 1/11/2021 7:50pm ATTACHMENTS: Description Type COVID-19 UPDATE 1/8/21 Updated Public Health Information (as of 1/7/21): • 724 Confirmed (cumulative) Cases in Town of which 63 are active cases. Town/School/Community: • We continue to be closed to the public and staff have reduced in-office hours to essential staff only and are working more remote hours to protect the public and our employees. We had originally planned on resuming the 50% remote+open to the public by appointment on 1/11 but given the ongoing surge, I am reassessing each week and have postponed to 1/18. • We continue to have a regular, COVID-19 conference call every Wednesday morning at 9 AM with the Senior Management Team and Health Officials. • Just as a reminder,we have a dashboard on the Town's website thanks to Alicia! The link is attached or can be viewed live on the Town's website here: Ih.tpsILdat_astu_d_10 g2 ..De.coin embed u 0 Ue outin c0ceb.59b 928a 46ed-8.548- 4.4I.:: .d7.b_bd3_2.iJpage/GIE:.NnIB • The Working Group is working on the EDS Plan and a COVID specific plan that can be presented to the Board of Health. The Working Group including Health, Public Safety(Police & Fire), Public Works, Public Facilities, Human Services and Management staff. We will continue with the goal of having a plan in place to meet any responsibilities the Town has by January. We have re-hired Robin Chappelle to work on this plan to expedite its completion, who is scheduled to start on 1/11. • We have also increased some other per diem health staff(although we lost one as well) and are recruiting for additional staff given the current caseload. • Lexington has joined Arlington, Belmont and Watertown for getting first responders vaccinated. Our first responders will begin vaccinations next week in Arlington between 10am-ipm on Tuesday 1/12, Wednesday 1/13 and Thursday 1/14. 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M. . . . . . . . . . . . . . . . . m m N N N N N N N 01 01 01 01 O1 01 Ol 01 01 01 01 01 01 01 N N N N N N W W W CO W CO OJ CO m m m m m m 0 0 0 0 0 0 0 CO W CO CO O O m m m m m m m M m m m M m m I� n n n n n m M m m m m m m tD l0 L l0 tD Lr r1 N ti ti '-I N N N N tD �D 01 01 01 01 Ol Ot m 01 Ot T Ot m 01 01 O O O O O O O m m m M m m m m m m m m m m m m m m m N N N N N N N N N N N N N 1� r r r r N N N N N N N W W OJ CO OO W lD lD lD 10 lD l0 lD l0 01 01 Ol 01 01 a a a a a a a m m m m N N N N N N N N N N N N N N m m M m M m m V 7 7 7 R C m m m m m m m m m m m m m m lD tD lD t0 lO l0 lD 1p lD l0 1p M Ol M Ql 00 m w m m M m M N N m N m O N m 0 7 w N m m O m N m m M N M h N lD N w t0 I� Ol Ql � N tO 7 M tp O CN O .-I ' c c I� N N M Ol tp M Ql W N M c m N a c O tc I� n Ol N Ol L O cl O iD Ol c m M G N W m 1O m lD rl 01 O 01 M 01 a m N N m N O O N O I� M n N a m a rl � 01 O O 01 01 O W l0 l0 N l0 N OJ m M O) W ri m O m rl m l0 W .-I 10 O 01 N lD O M a l0 W O N 7 l0 00 01 o N M W Ol O N M a W O O m N M m m m m m O N N M M M M Q o Ol Ol Ol Ol m Ol m Ol Ql Ol Q) m M 7 7 7 m m m m m t0 �O tp iD �O tD I� n n n n n n n 00 W 00 W 00 W 00 CO O O O O O O O O O O O O 0 o 0 o 0 0 0 0 o 0 o 0 o o 0 o 0 o 0 o 0 0 o 0 o 0 o o 0 o 0 o 0 o 0 0 0 0 o 0 o o 0 0 0 o 0 o 0 0 0 0 o 0 N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 N N N \ N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 0 0 0 0 0 0 0 0 0 0 0 o a a o 0 0 0 0 0 0 0 0 0 0 0 o a o 0 o a o 0 0 0 0 0 0 o a a o 0 o a o 0 0 0 0 0 0 0 O O tD O O �D �D Ot o O N 0 0 0 0 0 o a o 0 o a o a a o 0 0 0 0 o a o 0 o a o a a o 0 0 0 0 o a o 0 o a o a a o 0 0 0 0 o a o 0 o a o M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 \ N N N N \ N N \ N \\ N N \\ N N \ N \ N N N N \ N N \ N \ N N N N \ N N \\\\ N N \\ N N \\ N \ N \ N 01 O .-I N m a �'1 t0 r N O1 O .-I N m a V1 �D I� N O1 lD N I� V1 l0 ti N t0 V1 Ol Ol N l0 M M C rl C .-I V1 O O l0 V1 O N I� N n N M N M l0 I� N V1 N O a O M N N l0 7 n O M V1 N N M O N Ol tD h N N N R N h N M h N O .--I tD Ol Ol rl M .--I � tp I� vl tD I� vl O 7 m N c-I N N N N c-I c-I N rl N N m N c-I c-I N c-I N N c-I m c-I rl ri rl ci c-I c-I N c-I c-I N c-I N c-I c-I rl N N N N ci c-I m m M N m c-I a m l!1 0 0 0 0 0 0 0 0 0 0 0 0 o a o 0 0 0 0 0 0 0 0 0 0 0 o a o 0 0 0 0 0 0 0 0 0 0 0 o a o 0 0 0 0 0 0 0 0 0 0 0 m N c-I N M M N M ti c-I N N N N m N c-I c-I N N M N -i N -i N N -i N N c-I N c-I c-I N N N N N N M N N M N N M M a M M c-I a m . O O O O O O O O O O O O O O O O O O O O O O O C O 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 � � � � 01 01 01 O1 T 01 O1 .-I rl 'i c-I rl ci c-I 01 01 01 01 O1 T O1 m M m m m m m N N N N N N N N N N N N N N N N N N N N N N cl a s io a a a a a a a m m m m m m m m M m m m m m m m m m m m 0q oc N� �o � �o � �o � � In � In N N N ry ry ry N m m m m M m m N N N N N N N o 0 0 0 0 0 0 0 0 0 0 0 o tD �D tD �D m m M m m m M N N N N N N N N N N N N N N N N N N N N N c-I c-I c-I c-I c-I rl rl N N N N N N N N N N N N N N N N N N N O O O O O O O O O O O O O O m m m m m m m m m ' n r n n n N N N N N N N m M m m M m M N N N N N N N 7 a a C C C 7 7 7 a a ' 7 Ol Ol Ol Ol 7 7 7 7 7 V 7 7 7 C C V 7 al Ol Ol Ol Ol Cl Q1 O O O O O O O N N N N N N N 7 7 7 C C V 7 7 7 7 7 V Q1 Ol N N N N M M M m M M M ill Vt N V1 N N V1 N N N N N N N Ol Ql Ql Ql Ol Ql Ql O O O O O O O O O O O O O N N N N N N T 01 Ot Ot 01 01 01 ci ti ci ci ci ci O O O O O O O I� r r r r n r T 01 Ot 01 01 01 01 .ti ti - - - - - - - - N - - - N N N N ✓1 r O O O O O O O✓1 lz ✓1 lz V a a a a V C Ol 01 Ol 01 01 61 Ol h h h 1� n n 1 O✓1 C ✓1 � ✓1 � N N N N N N N N N N N N N I� h M O O O O O O � � LIl Vl 111 Vl I� r r r r n r N N N N N N N Ot Ol Ot Ol Ol Ol 01 o c O o o o O c-I c-I c-I c-I c-I c-I c-I N N N N N N N N N N N N N lfl Il) m m m w N O m O m m O M n N N m N N N a Ol m N m w N w a m tD M M m n O N O m O m n O m m Ol O Ql N V1 N N m �O ll M .-I M C Lc t0 N M N m Il N M M m N N N N N I� N tC N it1 N O O N Lr 7 C O N C m Lr M I� m l0 l0 N ti a l0 01 O N a l0 N O a l0 I� N ti m l0 N 01 lD I� 01 ri N a l0 I� O1 ti N a l0 N O N 7 l0 N ti m 111 I� O a r O a V1 O m vt o vl o t0 lD l0 lD o n o n o N N N N N Ol o Ol Ot Ot 7 o 7 VI o N o vl o t0 lD l0 lD o n o n o o N N N N Ol o Ol O O O ci 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti O o 0 o 0 0 0 0 o 0 o 0 o o 0 o 0 o 0 o 0 0 0 0 o 0 o o 0 o 0 o 0 0 0 0 o 0 o 0 o o 0 o 0 o 0 o 0 0 o 0 o 0 N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N \\\\\\\\\\\\\\\\\\\\\\\ \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ c-I c-I c-I c-I c-I c-I c-I N N N N N N N N N N M ^^^^^ ^^^^ rl lD lD lD lD lD lD lD l0 l0 l0 l0 l0 lD lD lD lD lD lD I�r r n r r r r r r n r � r r r r n r r r r O O O O O O O c-I O O O O O N O O O O O O H O O O O O O O N O O O O O O O O O O O O h O O O O O O ci O O O O O 0 0 0 0 0 0 0 0 0 0 0 0 o a o 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 o 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 o O o 0 0 0 0 o cn o 0 0 0 0 0 0 0 0 0 o M o 0 0 0 0 0 0I-P o 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 o m o 0 0 0 0 O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O N O 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 o a o a o M M M M M M M M M M M m M M m M M M M M M M M M M m M M n1 M M M M M M M M M M m M to n1 M M M M M M M M M M M . 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 of w w w W w 0 0 0 0 0 0 0 .-I c-I c-I c-I c-I .-I c-I .-I m M M M M M M M m M M M M 0 0 0 0 0 0 o m m m m m m M M M M M M M M M M M M M 7 C C C C C C a C C 7 C C 7 7 C C C C C C a C C C C C 7 �n ut v1 ut vt v1 vt a C C C C C M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 N \ N N N \ N \ N N N N \ N N \ N —M N N N \\ N N \\ N \ N N N N \ N N \ N \ N N N \\ N N \ N \ N N N N N tD I� CO T O .-I N m a to O n W T O .-I N m . . 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Geller,M.D. Health Agent x 84507 John J.Flynn,J.D. Susan Wolf-Fordham,J.D.,M.P.A. Alicia McCartin Health Agent x 84519 COVID-19 Lexington Office of Public Health Situation Report Week of 1/4/2021 To: Jim Malloy, Town Manager From: Alicia McCartin, Health Agent Date: 1/8/2021 Current Snapshot(Data ranee from 3/7/20 to 1/6/2021 unless otherwise noted) • 737 total confirmed Lexington cases as of 1/6/2021 (64 new confirmed cases this week; 14 day case count 103) • 111 total probable Lexington cases as of 1/6/2021 (0 new probable cases this week) 0 63 confirmed cases have not cleared isolation (recovered) at this time • 2 fatality this week. • Total fatalities since 3/7/20 = 52 (92%* associated with Long-term Care Facilities) *Self-report by LTCF; not checked against official death certificates • Total number of Lexington residents tested in previous 14 days = 3318 individuals as of 1/6/2021. • Percent of individuals tested last 14 days that were positive as of 1/6/2021 =3.86% • Average daily incidence rate per 100,000 = 21.6 1 New Lexington COVID-19 Dashboard Lexington's COVID data will be presented in a new dashboard format. This dashboard can be found by going to the Town of Lexington homepage, click on the COVID-19 News &Resources link then by clicking on the NEW: Latest Lexington Public Health COVID-19 Data. The dashboard will be updated weekly on Fridays. This dashboard has the same data that has been in the weekly reports,just in an easier to read format. The dashboard is 2 pages and at the bottom of the first page, you can click on the button at the bottom left to go to the second page of the dashboard. The dashboard is interactive and for example, if you click on a dot in the New Weekly Cases and Weekly Cumulative Confirmed Case Count graph you can see what the numbers were for that week. h eb 9b,...92 a,...46ed,...8548,... 4 16.d7bbd, 96/page/OI'NnB 2 Lexington Confirmed Cases by Week(3/7/20* to 1/6/2021) *First case reported 3/7/20; **Peak surge week of 4/13/20; ***Confirmed case reclassified as negative per updated state case surveillance definition ****Confirmed case reclassified to different jurisdiction as the positive case was not a Lexin ton resident w *3/4/2020 0 0 3/11/2020 3 3 3/18/2020 6 3 3/25/2020 14 8 4/1/2020 28 14 4/8/2020 62 34 **4/15/2020 151 89 4/22/2020 206 55 4/29/2020 254 48 5/6/2020 275 21 5/13/2020 289 14 5/20/2020 302 13 5/27/2020 309 7 6/3/2020 315 6 6/10/2020 318 3 6/17/2020 321 3 6/24/2020 321 0 7/1/2020 326 5 7/8/2020 327 1 7/15/2020 329 2 7/22/2020 332 3 7/29/2020 335 3 8/5/2020 339 4 ***8/12/2020 338 0 8/19/2020 340 2 8/26/2020 341 1 9/2/2020 343 2 9/9/2020 343 0 9/16/2020 350 7 ****9/23/2020 351 1 9/30/2020 358 7 10/7/2020 362 4 10/14/2020 369 7 10/21/2020 371 2 10/28/2020 1 380 ` 9 11/4/2020 383 _ 3 11/11/2020 398 15 11/18/2020 409 11 11/25/2020 428 19 12/2/2020 445 17_ 3 12/9/2020 487 42 12/16/2020 571 84 12/23/2020 636 65 12/30/2020 673 37 1/6/2021 737 64 4 Lexington Confirmed Cases by Gender (3/7/20* to 1/6/2021) *note—date of Lexington's first confirmed case; cumulative case count Gender #Cases Percent Unknown 14 3% Female 418 56% Male 305 41% Total 737 100 Lexington Confirmed Case Distribution by Age in 10-Year Increments (3/7/20 to 1/6/2021) Age Range #Cases (cumulative count) 0-10 25 10-20 78 20-30 74 30-40 45 40-50 92 50-60 119 60-70 92 70-80 84 80-90 91 90-100 34 100-110 3 Total 737 Lexington Confirmed Cases by Reported Race/Ethnicity(3/7/20 to 1/6/2021) Race/Ethnicity #Cases (cumulative count) American Indian Alaskan Native 1 Asian 73 Black/African American 29 Other 109 Unknown 117 White 408 Total 737 5 Chances over last 14 days (12/23/2020- 1/6/2021) On 7/15/20, the Massachusetts Department of Public Health(MDPH)has updated their City/Town reports to reflect percent changes over the past 14 days only, rather than total cumulative standardized rates. Data reported below compare Lexington confirmed cases (PCR results) to 8 geographically adjacent communities. Starting 10/22/2020 the state has changed its weekly COVID report from Wednesdays to Thursdays. On the weekly report issued by the state on November 5, 2020, the state is changing the way they group a town either grey, green, yellow, red. Below is the chart that came from pg. 27 of the weekly report from the state. As of 1115, DPH is using 2019 population estimates derived from a method developed by the University of Massachusetts Donahue Institute. The 2019 estimates are the most currently available data. As of July 1, 2019 the University of Massachusetts Donahue Institute estimates Lexington's Population to be 34,080. Population Group Under, 1 IK 10K-50K Ov r SO Loss than or equal Less thain or equal Less than or u.l l to, 10 total cases to 10 total cases to 15 total case Less than or o err ll <10 aivg c, 0s 100k <10 aivg r , 1001r to, 15 total cases AND, >10 total cases AND, >15 total oases Yellow Loss than or equal .0 avg e .00k ;,t 0 smug o `t00 to 25 total cases 5,% pos rate O os rate More than, 25 total) 1101 10101 10 avg o 10(Ok cases AND % pos rate AND , plos rate 6 Average daily incidence rate per 100,000 over the last 14 days (12/23/2020- 1/6/2021) Iliiluul� .� III Mill � III � � IIIIIIu IIIIIPI Waltham 5.47% 448 9319 510 Bedford 2.54% 53 25.2 2405 61 Woburn 8.64% 448 6086 526 Lexington 2.83% 113 23.7 4422 125 Burlington 7.55% 210 3072 232 Belmont 3.17% 105 27.4 3822 121 Arlington 2.85% 157 24.5 6352 181 Winchester 3.46% 141 45.2 4479 155 Lincoln 3.62% 22 18.1 746 27 7 Discussion of Data and Lexington Office of Public Health COVID-19 Activities: There was 64 new confirmed COVID-19 cases in Lexington this past week. In addition, there were 0 new probable cases this week. At this time there are a total of 68 active cases in Lexington that are in isolation until recovery. There have been 2 fatalities this week. Over the past 14 days, MDPH reported 3318 Lexington residents have been tested for COVID- 19 with analysis by PCR. Of those residents tested, the state reported less than 103 individuals (3.86%)were confirmed positive. To better inform local decision making, the state has released an interactive color coded map with standardized daily incidence rates averaged over the previous 14 days. The map can be found at the following link: Ihas://�vwv�.�r� ss. crvinrnfca-dct ,is/cer�r�re�t�nityneve�-cov;dtist�tar� a� time. Standardized rates (per 100,000) for Lexington and the 8 communities geographically adjacent to Lexington have been added to the table on page 7 of this report. Long Term Care Facilities and Assisted Living Facilities New guidance was announced on 9/14/20 that allows safe indoor visitation to resume in nursing homes and rest homes, and further expands indoor visitation options in assisted living residences (ALRs) starting Friday, September 25. The guidance from the Department of Public Health (DPH) and the Executive Office of Elder Affairs (EOEA)balances the important role visitation plays in supporting resident emotional health and quality of life, while ensuring necessary infection control measures are in place. September 14's announcement builds on previous guidance to further support residents and their loved ones who have been disproportionately impacted by COVID-19. In March, the Commonwealth acted quickly to take precautions in restricting visitation at nursing homes, rest homes, and ALRs to protect resident safety and mitigate the spread of COVID-19. As the Commonwealth proceeded with a phased reopening, visitation restrictions were updated in June to allow for outdoor visitation with guidance on how these visits could safely occur. Nursing homes and rest homes may resume in-person visits so long as appropriate infection control and safety measures are in place, including: • Indoor visits should occur within a designated visitation space that is close to the entrance of the facility and allows for social distancing • The visitor must be screened for COVID-19 symptoms and have their temperature checked • Residents, staff, and visitors must wear a mask or face covering for the duration of the visit • The visitor must remain at least 6 feet away from the resident for the majority of the visit • If desired by both parties, there may be physical contact between the resident and visitor so long as precautionary measures are followed such as hand sanitation before and after contact • A schedule is implemented for frequent disinfection of the designated visitation space • The unit, floor, or care area where the resident lives must not have any COVID-19 cases in residents or staff in the past 14 days and the facility is not experiencing a staffing shortage that requires a contingency staffing plan 8 ALRs were previously able to resume indoor, in-unit visitation, and may now also resume indoor visitation in a designated shared space such as a waiting room near the entrance of the residence. ALRs are subject to the same appropriate infection control and safety measures described above, except for the requirement that there are no COVID-19 cases in the past 14 days. CareOne Lexington: • Total#of positive resident cases (cumulative, including fatalities): 78 • Total#of suspect or confirmed fatalities (included in the number above): 24 • Current resident census (as of 1/7/21): 126—1 of 4 units has been designated as a quarantine unit (21 current patients) • Staff-41 staff have tested (+),4 are completing their isolations periods at home at this time • CareOne has begun vaccinating their residents and staff with COVID vaccine • CareOne is quarantining all new admissions and testing these residents on days 1-2, 5-7, 10-12 and day 14 post-admission • CareOne is currently set up for indoor visitation with the appropriate infection control measures in place. Pine Knoll: • Total#of positive resident cases (cumulative, including fatalities): 55 • Total#of fatalities (included in the number above): 16 • Current resident census (as of 1/7/21): 70—there are no residents currently in quarantine • Staff-At this time there have been 24 staff test(+),4 are completing their isolations periods at home at this time • Pine Knoll will begin vaccinating their residents and staff with COVID vaccine in January • Pine Knoll is testing their their staff weekly. • Pine Knoll has 3 months' supply of PPE on hand and recently created a new PPE storage area in their facility Brookhaven: • Total#of positive resident cases (cumulative, including fatalities): 11 • Total#of fatalities (included in the number above): 3 9 • Current resident census (as of 1/7/21): 403-across Skilled Nursing(8),Assisted Care (33) and Independent Living(362) • Staff-38 staff have tested (+); 2 staff are completing their isolations periods at home at this time • Brookhaven has begun vaccinating their Long Term Care residents and healthcare staff with COVID vaccine • In August, Brookhaven removed 37 Skilled Nursing beds permanently, (previously 49 total beds, now 12 total SNF beds) and increased total Assisted Care units from 19 units to 49 units Youville Place • Total#of positive resident cases (cumulative, including fatalities): 21 • Total#of fatalities (included in the number above): 1 • Current resident census (as of 12/30/20): 82 -across traditional assisted living(58) and a memory care unit(24) • Staff- 13 staff have tested (+) of 61 staff • Youville will begin vaccinating their residents and staff with COVID vaccine in January • Youville continues to test their staff on weekly basis Artis Senior Living • Total#of positive resident cases (cumulative, including fatalities): 12 • Total#of fatalities (included in the number above): 2 • Current resident census (as of 1/6/21): 28 (utilizing 3 of 4 units—Artis is exclusively'memory care') • Staff- 11 total staff have tested positive • Artis will begin vaccinating their residents and staff with COVID vaccine in January • Artis is testing all staff and residents every 5 days 10 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Update on Next Steps for Social Racial Equity Initiatives PRESENTER: ITEM NUMBER: Kelly Axtell, Deputy Town Manager 1.4 SUMMARY: Kelly Axtell, Deputy Town Manger, will provide the Select Board with an update on the Social Racial Equity Initiatives. SUGGESTED MOTION: FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 1/11/2021 8:OOpm AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: FY2022 Town Manager's Preliminary Budget & Financial Planning PRESENTER: ITEM Jim Malloy, Town Manager; Carolyn NUMBER: Kosnoff,Asst Town Mgr of Finance; Jennifer Hewitt, Budget Officer LS SUMMARY: Staff will present the preliminary FY2022 operating and capital budget recommendations (i.e., the White Book). The recommendations in this preliminary budget document will be the basis of the Summit III discussion on Thursday, January 14th. SUGGESTED MOTION: FOLLOW-UP: Summit III presentation on the Town Manager's FY2022 Preliminary Budget and Financing Plan on Thursday, January 14th at 7pm. 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Z O .a) a) O o -0 °' ~ a a a o E � 3s N o o 10 .0 E I O co ° E L - U- C: E ca I jL w 0 O � � > �, E o N mCN ca — }, ++ E �c E Q L L N O ti �s�uti i�i�rnrarta w r /"�'/ U (!� Q �i E w 2 `� (n Town of Lexington , Massachusetts mn . µM m .......... .......... ....... Fos 110, APRIIL 19 tid / h" p Fiscal Year 2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11 , 2021 Town of Lexington Organizational Chart APRIL I�1' tt; � i, Cv - -------- ---- Town Meeting shoal . Gart�mattea Lekamarp Hostess ...__.__._.__._._._.__._._._._.__._.__._.__._.__._._._.__. ------ Superintendent Counsel Cousel Tovdn Manager CornptrOer _. .. -- _.m. _.._.._.. Cary MernmcarW Library Educational F.Isfir PaCifibea Pnd Use rogranss Culture La General Publit WJrartl:s Pubk Swat Wuvnas Services Wealth and Pecrreatitrn Devel menjGovervne r t ry _. ., -Ca.. 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The effective period of this budget is from July 1, 2021 to June 30, 2022. r Budget - In - Brief Report of the Town Manager The Budget Message is a letter to the Select Board from the Town Manager in support of the enclosed budget recommendations. The letter provides an overview of the operating and capital budget, identifies significant budget issues, and explains the Town Manager's rationale for budget recommendations. Section I: Budget Overview The Budget Overview contains several summary tables, which display the schedule of the FY2022 budget process, expenditure and revenue history, and a detailed summary of proposed appropriations for the coming fiscal year. Budget Process Summary of Revenues and Expenditures I-1 Program Summary I-2 Section II: Revenues The Revenue section contains a narrative description of revenue sources followed by a series of tables that displays a detailed summary of actual and projected revenues. Description of Revenues II-2 Detailed Budget Information Section III: Program 1000: Education 1000 Education Program III-1 1100 Lexington Public Schools III-2 1200 Minuteman Regional High School III-18 Section IV: Program 2000: Shared Expenses 2000 Shared Expenses IV-1 2100 Employee Benefits IV-3 2200 Property & Liability Insurance IV-8 2300 Solar Producer Payments IV-10 2400 Debt Service IV-12 2500 Reserve Fund IV-14 2600 Public Facilities IV-17 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 1 Section V: Program 3000: Public Works 3000 Public Works V-1 3000 - 3500 DPW Summary V-3 3100 DPW Administration and Engineering V-8 3200 Highway V-12 3300 Public Grounds V-16 3400 Environmental Services V-20 3600 Water Enterprise V-24 3700 Sewer Enterprise V-28 Section VI: Program 4000: Public Safety 4000 Public Safety VI-1 4100 Law Enforcement VI-3 4200 Fire & Rescue VI-8 Section VII: Program 5000: Culture and Recreation 5000 Culture and Recreation VII-1 5100 Cary Memorial Library VII-2 5200 Recreation and Community Programs VII-7 Section VIII: Program 6000: Human Services 6000 Human Services VIII-1 6100 - 6200 Administration, Veterans' Services, Youth and Family VIII-2 Services, Senior Services and Community Programs, and Transportation Services Section IX: Program 7000: Land Use, Health and Development Department 7000 Land Use, Health and Development Department IX-1 7100 - 7400 Summary IX-3 7110 Building and Zoning IX-10 7120 Administration IX-14 7130 Conservation IX-16 7140 Health IX-20 7200 Planning IX-24 7300 Economic Development IX-28 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 2 Section X: Program 8000: General Government 8000 General Government X-1 8100 Select Board X-2 8200 Town Manager X-6 8300 Town Committees X-10 8400 Finance X-12 8500 Town Clerk X-16 8600 Innovation &Technology X-20 FY2022 Capital Improvement Budget & Financing Plan Section XI: Capital Investment FY2021 Capital Improvement Budget & Financing Plan XI-1 Section XII: Appendices Appendix A: Program Improvement Request Summary A-1 Appendix B: Budget Information B-1 Budget Bylaw B-1 Appendix C: Financial Information Stabilization Fund History C-1 Summary of Reserve Fund Transfers C-2 Snow and Ice History C-3 CPA Summary C-4 Appendix D: Glossary D-1 Acknowledgments Preparing a budget document with this level of detail is a significant undertaking. I would like to express my appreciation to Superintendent of Schools Julie Hackett, Assistant Superintendent for Finance and Administration David Coelho, as well as the Senior Management Team and board and committee members who contributed to the development of this budget. I would like to specifically acknowledge Town Accountant Krista Murphy, Director of Assessing Robert Lent, Management Analyst Katharine Labrecque, Human Resources Director Anne Kostos, and Deputy Town Manager Kelly Axtell for their work in preparing the many facets of this document. In addition, the completion of the Town Manager's Preliminary Recommended Budget and Financing Plan is due directly to the analysis and extraordinary efforts of Assistant Town Manager for Finance/Comptroller Carolyn Kosnoff and Budget Officer Jennifer Hewitt. James J. Malloy, Town Manager FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 3 This Page In Intentionally Left Blank \/:y\ \\ 1 / »\ . / A�� Town of Lexington Town Manager's Office APHILIV r xrN James J. Malloy, Town Manager Tel: (781) 698-4540 Kelly E. Axtell, Deputy Town Manager Fax: (781) 861-2921 January 11, 2021 The Honorable Select Board, Appropriation Committee and Capital Expenditures Committee: As you know, the last year has presented many unanticipated and unprecedented challenges including a global pandemic, economic and political volatility and conversations about race and social justice in our society. While these are national and global issues, they have directly impacted Town operations and the development of the Town's budget, which you will see noted and addressed throughout this document. We've heard many people reference 2020 as a year to forget, however I'd like to acknowledge that in Lexington there are also several positives that we will want to remember- it is the year we opened 3 new buildings - the Hastings Elementary School, Fire Headquarters, and Lexington Visitor's Center - all of which will serve the community for decades to come. We have embraced technology and pushed the limits of what is possible, including conducting the State's first virtual Town Meeting and maintaining full-service municipal operations while working remotely. We have taken positive, concrete steps to address and improve sustainability, future commercial development and to become more a more inclusive community. With that said, I am hereby submitting the FY2022 Town Manager's Preliminary Budget and Financing Plan for your review. Consistent with the past year, we expect the Town's greatest budget challenges in FY2022 will be economic uncertainty and negative impacts on revenue. However, past policy decisions by the Select Board to establish and build reserve funds have placed the Town in a sound financial position to meet these challenges. In addition to our own reserves, State and Federal support via the CARES Act remains available to Lexington through the first half of FY2022 to address unexpected pandemic-related expenses. Our primary goal has been to develop a budget and financing plan that is sustainable for the community, and to articulate that plan in a transparent manner through the leadership actions, behaviors and visions of the Select Board and various policy and advisory committees. A Sustainable Budget: Budgets are about priorities and should be strategic in explaining what we do, why we do it, when we do it, and how we propose to invest the resources of our taxpayers to achieve the results our community desires. While focusing on long-term priorities sometimes takes a back seat to the immediate demands placed on Town officials, it is important to strike a balance among competing demands. We hope this document is helpful in this regard. i In the five-year period from FY2014 to FY2018 the Town experienced significant levels of revenue growth in several categories that allowed the Town to implement new positions and programs, keep up with fast growing school enrollment, address much needed capital improvements and build fiscal reserves. This pace of growth in revenue slowed somewhat from FY2019 to FY2020 but still allowed for modest program improvements. While we expect revenues to be stable in the long-term, the pandemic has created some short-term challenges that have constrained the FY2022 budget and could possibly continue for another year or more. This budget was built with constraint in mind, and you will find that it is balanced and based on a modest 3.8% increase in revenue as projected in the Town's Revenue Allocation Model. While this level of growth will not allow for the same expansion experienced in recent history, it is sufficient to maintain contractual obligations and current levels of service, and will allow for small adjustments to address Board priorities, while remaining cognizant of long-term financial policies and goals. A Transparent Budget: In preparing this Preliminary Budget, Town and School department staff strived to create a document that presents the budget in a manner that meets the requirements and expectations of our boards, committees, Town Meeting members and residents. The best way to explain Town operations, in depth and for the critical eye, is for Town officials to be transparent in everything we do. This FY2022 Preliminary Budget proposes $250 million in General Fund spending, $28 million in Enterprise Fund spending, $4 million in Revolving Fund spending and $44 million in capital projects. We believe this document is comprehensive enough so that readers understand where Town revenue comes from and what they are spent on, yet succinct enough that the details are not overwhelming. Staff and I will continue to endeavor to improve not only this document, but the budgeting process and will continue to strive to provide improvements and welcome comments and suggestions in order to provide a better communicated budget in the future. The Lexington Select Board has distinguished itself in the long-term sustainability of its policy decisions rather than what is politically expedient. The operating and capital budget the Board recommends to Town Meeting is the single most important policy document considered each year, as the budget is the one-year spending plan based on the Board's strategic priorities. It reflects many competing interests, but in the end has been and should continue to be a reflection on what is best for the Town as a whole. As always, the Senior Management Team and I remain committed to working with the Select Board, School Department and financial committees in striking a balance in the allocation of projected revenues for Town services, educational programs and capital improvements. We look forward to working with you to address the Town's challenges in the coming years. I also want to take a moment to recognize all of our employees that make everything we do possible. This has been a year of uncertainty and our staff demonstrated resilience and dedication for which we should all be proud. Very truly yours, James J. Malloy Town Manager ii Preliminary Budget - In Summary This budget, as submitted, is balanced given the revenue assumptions shown in Section II of this document, and presented at Financial Summit II and subsequently updated. Town Manager's Overall Recommendations In light of the goals and priorities of the Select Board and the discussions at Fiscal Summits I & II, this preliminary budget includes the following key recommendations: • Use of Stabilization Funds - In light of the fiscal uncertainty introduced as a result of the pandemic, particularly its impact on Meals and Hotel/Motel Local Excise receipts, policy makers agreed at Summit II to access stabilization funds to offset projected shortfalls. This budget includes $665,051 from the General Stabilization Fund and $500,000 from the Special Education Stabilization Fund to meet the budget needs of both the municipal and school budgets. • Municipal and School Department Revenue Allocations - At Financial Summit II, a Revenue Allocation Formula was presented which projected an available funding increase of 3.82%. The Town Manager's recommended budget falls $135,591 below the allocation for municipal services; the excess reduced the amount drawn from the General Stabilization Fund. The Superintendent of Schools' recommended budget is $500,000 above the allocation for the schools, funded by a transfer from the Special Education Stabilization Fund. • Municipal Program Improvement Requests (PIR's) - $371,553 of a total of $527,950 in municipal program improvement requests are being recommended. • Capital Budget - This Preliminary Budget includes recommendations for $44 million in capital projects, including those identified as priorities by the Select Board, as well as the typical capital projects included in the capital plan in order to maintain the Town's infrastructure. • Capital Stabilization Fund - Given the capital projects recently approved and those anticipated to be funded within and outside of the property tax levy limit over the next five years, every effort has been made to continue to appropriate funds to the Capital Stabilization Fund. For FY2022, $2,562,270 is recommended to be added to this fund. • Unallocated Revenues- In planning the proposed operating and capital budget, there are unknowns in revenue projections (e.g., State Aid), proposed operating budgets (e.g., employee benefits/health insurance), certain capital project estimates, as well as potentially competing priorities of the Select Board, School Committee and the financial committees. This preliminary budget provides for $500,000 in unallocated funds that can be directed towards any of these purposes during the review and vetting process. • Set-Aside for Fiscal Uncertainty - In light of the impact of the pandemic, $2,000,000 has been set-aside to offset potential reductions in revenue in FY2022 or FY2023. This funding is available due to a decision to forestall investments into the Capital Stabilization Fund and the Other Post-Employment Benefits (OPEB) Fund in the FY2021 budget. That action increased available Free Cash, and has preserved financial flexibility for the Town in the coming year, as the effects of the pandemic and our response to it continue to evolve. iii Select Board Priorities This preliminary FY2022 budget is responsive to many of the priorities identified by the Select Board during its annual goal-setting meetings, including: • Fiscal Stability: By delaying contributions to the Capital Stabilization and OPEB Funds in FY2021, the Town preserved fiscal flexibility for future developments. In addition, tapping into the General and Special Education Stabilization Funds in FY2022 allows the Town to maintain needed service levels without relying on an operating budget override. • Diversity, Equity and Inclusion (DEI): In response to feedback received during extensive public listening sessions, a new position has been created in the Town Manager's Office for a Diversity, Equity and Inclusion Officer (exact title to be determined), including salary, benefits and a small expense budget. • Construction Funds for the Police Station Facility: Town staff continues to move this project forward on design and a construction recommendation is tentatively planned for the Fall 2021 Special Town Meeting. • Support for Public Safety Staff: Within their budget requests, both the police and fire departments have embarked on a multi-year program to replace mobile radio equipment that is nearing the end of its useful life. This will ensure that our police officers and fire fighters are able to effectively communicate during emergencies. In addition, a capital recommendation supports replacement of the Fire department's Self-Contained Breathing Apparatus (SCBA) equipment, which is nearing the end of its useful life. Replacement will ensure the safety of our firefighters when entering buildings. • Pedestrian, Bicycle and Vehicle Safety on Town Roads: Overall, $4,101,674 is recommended for the construction of new Sidewalks; existing Sidewalk Improvements; and Street Improvements. • Sustainability: A capital item funds two additional electric vehicle charging stations at town buildings to ensure that the infrastructure will be in place once some vehicles within the town's fleet are replaced with electric vehicles. In addition, one of the police cruisers scheduled for replacement in FY2022 will be a hybrid vehicle. • Community Mental Health Programs: The Town is continuing to work on a cooperative program between the Municipal and School Departments related to the joint mental health initiative including an ongoing contract with the William James Interface Mental Health Referral Services, which is shared between the Municipal and School Department budgets. • 20/20 Vision Survey: Town staff and the 20/20 Vision Committee will undertake a community survey to update and plan for the future as part of the Town's continued efforts to address changing community dynamics. iv Budget Highlights This document includes General Fund operating budgets, the Capital budget, Enterprise Fund budgets and proposed Community Preservation Act funded projects. A comparison of the FY2021 appropriated budget to the FY2022 recommended General Fund budget is shown below: FY2022 FY2021 Recommended % Appropriated Budget $Change Change Lexington Public Schools $ 118,357,656 $ 123,376,981 $ 5,019,325 4.2 % Minuteman High School $ 2,863,147 $ 3,130,038 $ 266,891 9.3 Shared Expenses $ 62,581,456 $ 64,640,036 $ 2,058,581 3.3 % Municipal Departments $ 41,598,660 $ 43,000,887 $ 1,402,227 3.4 % Cash Capital-Tax Levy and $ 7,618,515 $ 7,888,217 $ 269,702 3.5 % Available Funds Other* 1,368,916 7,816,206 6,447,290 471.0 Total - General Fund Only $234,388,349 1$ 249,852,365 1$15,464,016 6.6 *Other captures Unallocated revenue($700,000),contributions to the Capital Stabilization and OPEB Trust Funds($4.4M), the funds set-aside in case of a revenue shortfall in FY2022($2M),and various other expenses. Preliminary Budget and Financing Plan To facilitate review of this document, some of the salient aspects of this budget are highlighted below: 1. FY2022 Projected Revenues • Revenue Projections(Section ll) - General Fund operating revenues are projected to increase by $15,464,016 or 6.6% over FY2021 estimated revenues. It should be noted that this amount includes approximately $3.25 million of Free Cash that was not appropriated in FY2021 and is therefore available for FY2022, as well as more than $1.1 million in transfers from Stabilization Funds to balance the budget. Lexington's projected and actual revenue growth for prior years is shown below: Projected Actual Projected Actual FY2022 6.6% FY2016 4.2% 6.8% FY2021 3.6% FY2015 3.6% 2.6% FY2020 3.5% 3.3% FY2014 6.9% 9.4% FY2019 3.6% 3.6% FY2013 4.7% 4.7% FY20181 4.6% 1 6.60' FY20121 4.0% 1 4.6% FY2017 2.8% 3.3% 1 FY20111 3.9% 1 5.3% • Revenue Allocation Model- Each year, the Town Manager recommends the allocation of projected revenues that can be applied to fund the operating budget in the next fiscal year. This model was developed in 2006 by the Town Manager, Assistant Town Manager for Finance and Superintendent of Schools and is reviewed annually. The FY2022 mode was reviewed by the Select Board, financial committees and School Committee at Financial Summit II and projected $6.13 million in new revenue to be allocated, which represents a 3.8% increase from the prior year. v The amounts shown in this Preliminary Budget and Financing Plan represent the Town Manager's and Superintendent of School's recommended FY2O22 budgets, inclusive of benefits for new employees. The Superintendent's budget is pending review and adoption by the School Committee. All budgets are pending review and adoption by the Select Board. • Potential New Revenue Sources for Future Consideration - Staff have been actively undertaking an analysis with similar communities on departmental fees, with the goal of ensuring adequacy and consistency. As individual departmental reviews are completed, they will be presented to the Select Board for review. Potential funding implications will be analyzed as each department's fees are reviewed with revenue impact projections, but are unknown at this time. We will ensure that any additional revenue generated is reflected in upcoming budgets. • Future Revenue Considerations- While not included in this preliminary Budget, staff continue to examine options for creating a Stormwater Enterprise Fund to be funded by a Stormwater Management Fee. The Town is now expending over $2,000,000 annually as part of the capital and operating budgets to improve and maintain drainage townwide, to comply with its National Pollution Discharge Elimination system (NPDES) permit, and manage the stormwater regulations, in addition to over 2.0 FTE of Engineering staff time. Stormwater management is an important local, state and national concern. While Lexington's NPDES permit was based on the original 2003 issuance, regulation levels have been strengthened and we are now under new EPA regulations which are much more prescriptive and stringent. These capital and operating budget impacts will increase as the NPDES permit continues and our infrastructure continues to age. In anticipation of this mandated program and the ever increasing needs of managing stormwater, a number of municipalities nationwide, including some in Massachusetts, have instituted a Stormwater Management Fee to offset the capital and operating costs of managing stormwater. 2. Departmental Budget Summary a. Section III of this document reflects the School Department operating budget proposed by the Superintendent of Schools and summarized in the table shown below: FY2O22 Superintendent's FY2O21 Recommended % Lexington Public Schools Appropriation Budget $ Change Change Compensation/Expenses $ 118,357,656 $ 123,376,981 $ 5,019,325 4.24% The Superintendent's proposed budget, presented to the School Committee on January 5, 2021, can be found on the School Department Website at htt s: sites.google.com/iexingtonma.org/ips-finance-and-operations/fy-22-budget. vi b. Section IV of this document includes all Shared Expenses. Overall, Shared Expenses are increasing by $2,058,581 or 3.3%. A summary table of Shared Expenses is shown below: FY2022 FY2021 Recommended 0/0 Shared Expenses Appropriated Budget $ Change Change Contributory Retirement $ 6,685,537 $ 7,417,500 $ 731,963 10.95 % Non-Contributory Retirement $ 15,907 $ 16,327 $ 420 2.64 % Employee Benefits $ 30,188,039 $ 31,370,733 $ 1,182,694 3.92 % Unemployment $ 200,000 $ 300,000 $ 100,000 50.00 % Workers Compensation $ 875,000 $ 750,000 $ (125,000) (14.29) % Property& Liability Insurance $ 845,000 $ 845,000 $ — — % Uninsured Losses $ 250,000 $ 250,000 $ — — % Solar Producer Payments $ 410,000 $ 390,000 $ (20,000) (4.88) % Within-Levy Debt Service* $ 10,371,583 $ 10,397,112 $ 25,529 0.25 % Reserve Fund $ 750,000 1$ 750,000 $ — — Facilities Department 11,990,390 12,153,365 162,975 1.36 Total $ 62,581,456 $ 64,640,036 $ 2,058,581 3.29 *This is gross within-levy debt service, excluding any use of the Capital Stabilization Fund and other reserve accounts. c. Sections V to X of this document include the recommended budgets for each municipal department. Municipal department managers initially submit level-service budget requests. A level-service budget is defined as the funds necessary to replicate the current level of services provided and to meet all legal requirements, including collective bargaining requirements and State or federal mandates. Any increases proposed beyond level-service are shown in each departmental budget as Program Improvement Requests (PIRs) submitted by the Department manager for evaluation by the Town Manager. A table of all Program Improvements Requests can be found in the Appendix, located in Section XII of this document. Key PIR recommendations in the FY2022 municipal department budgets include: 1. The addition of a Diversity, Equity and Inclusion Officer in the Town Manager's Office. The $112,182 added to the budget will address the Town's continued efforts to recruit and retain diversified candidates as well as work on racial and social equity and justice issues. 2. Funding for the next update in a series of townwide surveys by the 20/20 Vision Committee. The $50,000 in one-time funding will provide insights to ensure that Town services are adapting to the changing needs of the community. 3. Funding to perform a review of the municipal department structure and operations compared to municipal best practices. The $100,000 in one-time funding will ensure that the Town is organized as efficiently as possible for ongoing operations. vii 4. The addition of a Payroll Manager in the Comptroller's Office ($69,921 in salary and benefits) will split the combined position of Accounts Payable Clerk and Payroll Clerk into two distinct positions. This will ensure that both positions maintain a high-level of precision as the volume of work in the Comptroller's office has increased over the years due to added staff and increasing budgets. It will also allow the office to make progress on a series of projects to increase automation and provide higher levels of efficiency. 5. An investment of $9,950 will provide professional development for police executive training as we prepare for transition in the Police Chief's position in the coming years, which could lead to other promotional opportunities within the department. 6. As a heavily utilized resource within the community, the Minuteman Bike Path will benefit from an addition of $10,000 in funding for maintenance and repairs. 7. Department of Public Works staff spend an inordinate amount of time managing both contractors and staff during snow storms. The addition of a snow tracking module to their current management system (People GIS), for $10,000 in one-time costs and $9,500 in ongoing expenses, will enable more streamlined reporting for contractor invoices, payroll and federal disaster reimbursement requests. The following table provides a summary of the FY2021 to FY2022 municipal department budget requests, as recommended by the Town Manager: FY2022 FY2021 Recommended 0/0 Municipal Budgets Appropriated Budget $ Change Change Public Works $ 10,805,637 $ 11,528,143 $ 722,506 6.7% Police $ 8,038,558 $ 8,235,057 $ 196,499 2.4% Fire $ 7,498,234 $ 7,769,310 $ 271,076 3.6% Library $ 2,959,426 $ 3,106,143 $ 146,717 5.0% Human Services $ 1,486,822 $ 1,477,465 $ (9,357) (0.6)% Land Use Departments $ 2,641,061 $ 2,693,989 $ 52,928 2.0% Select Board $ 1,294,876 $ 1,259,808 $ (35,068) (2.7)% Town Manager $ 1,115,700 $ 1,205,674 $ 89,974 8.1% Salary Adjustment Account $ 408,732 $ 313,529 $ (95,203) (23.3)% Town Committees $ 64,100 $ 65,233 $ 1,133 1.8% Finance $ 1,902,345 $ 2,004,608 $ 102,263 5.4% Town Clerk $ 590,452 $ 502,431 $ (88,021) (14.9)% Innovation &Technology $ 2,792,717 $ 2,839,497 $ 46,780 1.7% Total $ 41,598,660 $ 43,000,887 $ 1,402,227 3.4% viii Proposed Appropriations Into Reserves/Trust Funds The Town maintains a variety of reserve funds. This includes stabilization funds that can be used to balance the budget in times of economic downturn or volatility, (General Stabilization Fund, SPED Stabilization Fund); Specialized Stabilization funds that can be used for specific purposes (Capital Stabilization Fund); OPEB and Pension funds to cover future liabilities, and a General Fund reserve which is set aside in the operating budget for extraordinary and unforeseen expenses within the fiscal yea r. In addition to the $2 million set-aside of Free Cash for FY2022 discussed in Budget Summary above, and Policy section below, the recommended budget sets aside $750,000 in Reserves that can be allocated at the recommendation of the Appropriation Committee. The proposed budget includes recommendations to increase certain reserves/trusts that are for targeted purposes. The table below presents the current balance of our larger reserve funds: Special Other Post General Education Employment Capital Reserve Fund Stabilization Stabilization Benefits(OPEB) Stabilization Balance as of $9,969,806 $1,153,350 $20,299,982 $20,660,444 December 31, 2020 OPEB Trust Fund - The purpose of this Trust fund is to continue to fund the Town's Retiree Health Insurance Liability. The Town's most recent actuarial valuation calculated the net OPEB liability to be approximately $121 million. Recent Appropriations into the Other Post Employment Benefits (OPEB)Trust Fund FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 Appropriated Appropriated Appropriated Appropriated Appropriated Appropriated Recommended $1,200,000 $1,512,318 $1,842,895 $1,842,895 $1,885,486 $750,000 $1,885,486 Capital Stabilization Fund (CSF) - The Town has recently undertaken a number of significant capital projects, including a new Hastings Elementary School, a new facility for the Lexington Children's Place (LCP), a new Fire Station Headquarters, and a new Visitors Center. In addition, plans continue for a new Police Station and a feasibility study for renovating or reconstructing Lexington High School. A key aspect for funding these projects is a plan supported by the Select Board to set aside one-time revenues to build the Capital Stabilization Fund (CSF) and then use a portions of the CSF in future budgets to materially reduce the property tax impact of these projects on taxpayers. At fiscal summits in May and September 2019, policy makers endorsed a plan to rebuild the balance in the CSF to offset the impact of the new high school on taxpayers. Therefore, the Town is actively engaged in transferring available sums to the CSF as they are identified, including $2,562,270 in this budget. The Town Manager has created a Fiscal Guideline Working Group that is in the process of developing a proposal for creating a more financially sustainable funding proposal for the Capital Stabilization Fund. ix Below is the current plan for the use of the Capital Stabilization Fund to mitigate the property tax impact of the projects noted above, as well as the two middle school additions/renovations and the elementary school modular classrooms previously approved by the voters in May 2016. FY2022 FY2018 FY2019 FY2020 FY2021 Proposed Capital Stabilization Fund Appropriated Appropriated Appropriated Appropriated Allocation Appropriation Into Stabilization Fund $ 7,690,398 $ 3,560,335 $ 2,269,456 $ — $ 2,562,270 Prior Year Balance $ 23,203,210 $ 28,597,934 $ 27,727,713 $ 25,229,254 $ 20,660,444 Investment Income $ 428,826 $ 642,944 $ 432,085 $ 31,190 Subtotal -Available for Appropriation $ 31,322,434 $ 32,801,213 $ 30,429,254 $ 25,260,444 $ 23,222,714 Appropriation From Stabilization Fund Excluded Debt Service Tax Relief $ 2,400,000 $ 4,500,000 $ 5,200,000 $ 4,600,000 $ 3,000,000 Within Levy Debt Service $ 324,500 $ 573,500 $ — $ — $ — Subtotal 2,724,500 5,073,500 5,200,000 4,600,000. 3,000,000 Projected Balance of Fund $ 28,597,934 $ 27,727,713 $ 25,229,254 $ 20,660,444 $ 20,222,714 Capital Budget (Section XI) Consistent with the 2009 recommendations of the Select Board's Fiscal Task Force, the proposed capital budget continues to make important progress in addressing the Town's list of planned capital projects. The capital budget recommendations include $44 million for a variety of capital projects for FY2022. Capital Requests Summary Other Free Cash/ Funding Tax Levy Sources Debt Total Other* General Fund $ 7,766,391 $ — $ 6,767,583 $ 14,533,974 $ — Excluded Debt Projects $ — $ — $ 25,544,742 $ 25,544,742 $ — Other Funding &Chapter 90 $ — $ 357,715 $ — $ 357,715 $ 977,917 Water Enterprise $ — $ 614,020 $ 1,010,000 $ 1,624,020 $ — Sewer Enterprise $ — $ 304,020 $ 1,320,000 $ 1,624,020 $ — Recreation Enterprise $ — $ 87,000 $ — $ 87,000 $ — Community Preservation Act $ — $ 585,000 $ — $ 585,000 $Total — • .. . *Other represents Chapter 90 Aid for street improvements. This item does not require a Town Meeting appropriation. In 2020, the Department of Public Facilities (DPF) conducted an evaluation of all the Town's building- related capital assets. This study produced a detailed report on the current condition of DPF assets, including a 20-year Master Plan for renovations and replacements of all town buildings and systems. As the final report was received late in the budget development process, and staff is still evaluating the results, recommendations from the report have not been incorporated into this budget. We expect that over the next year, staff will utilize this report to further update and prioritize the long-term capital plan in a way that is financially feasible and and best protects the Town's capital assets. LHS Feasibility Study - In 2019 the School Committee submitted a Statement of Interest (SOI) to the Massachusetts School Building Authority (MSBA) to evaluate LHS for insufficient educational capacity and system upgrades. The SOI submitted to the MSBA in 2019 was not selected to move forward. In February 2020, the School Committee again submitted an SOI to the MSBA and expect to x hear if the LHS project is selected in the Spring of 2021. Should the MSBA select the Lexington SOI, funding would be required for the Feasibility Study. Lexington Police Station Reconstruction - 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, was originally planned for the 2021 Annual Town Meeting, but has been postponed to allow the community to engage in conversations regarding diversity, equity, inclusion and the future of policing. This project is expected to come forward at a future Town meeting, potentially in FY2022 with a debt exclusion vote to follow. Water and Sewer Fund Debt Management - Ongoing Main Replacement Program For FY2021, the Water and Sewer Budgets were presented with cash capital items for replacing water and sewer mains. The Town's practice has been to renew, rehabilitate and replace water and sewer mains on an ongoing basis as determined by their condition, break history and anticipated remaining useful life. This work has been funded with debt (approximately $2.2 million per year in the Water Fund and $1 million per year in the Sewer Fund). The intention is to transition the funding mechanism from debt financed over a ten-year period to cash funded from user charges. For FY2022 the recommendation to phase-out annual debt financing continues with $400,000 in cash capital to be paid by fees in the Water Fund, and $200,000 in cash capital to be paid by fees in the Sewer Fund. Once complete, this transition will save a significant amount of annual interest expense for both funds. Policy Issues Policy issues to be reaffirmed or addressed by the Select Board in finalizing this preliminary budget include: • Transfer out of Stabilization Funds - In light of the pandemic, policy makers affirmed at the fiscal summits that it was the right situation to tap into stabilization funds to maintain municipal and school services. The amount recommended to draw from the fund would be less than or equal to the amount of local receipt revenue the Town anticipates losing from hotel and meals taxes due to the pandemic. A total of$665,051 is recommended from the General Stabilization Fund in order to balance the General Fund operating budget. In addition, the Superintendent is proposing a transfer of $500,000 from the Special Education Stabilization Fund to offset a projected shortfall. • Appropriate into the Capital Stabilization Fund (CSF) - Whether to support the appropriation of$2,562,270 into the CSF. The Select Board has approved an overall plan to use this fund, in FY2022 and future years, to offset debt service for planned capital projects funded both within the tax levy and excluded from the limits of Proposition 21/2. The current year contribution is expected be applied in future budgets to offset the debt service from a renovation or reconstruction of Lexington High School. • Appropriate from the Capital Stabilization Fund for Within-Levy Debt Service - Whether to continue to use funds from the Capital Stabilization Fund (CSF) in order to limit the budgetary impact of within-levy debt service to 5 percent annually. For FY2022, $0 is recommended for this purpose; in FY2021, $0 was used. However, there is a potential for A future CSF support of within-levy debt service as projects for which significant authorizations remain outstanding, including the Center Streetscape and Hartwell Avenue reconstruction. • Appropriate from the Capital Stabilization Fund for Excluded Debt Service- Whether to appropriate $3,000,000 from the Capital Stabilization Fund to mitigate excluded debt service. This recommendation is consistent with previous discussions at Financial Summits and will offset debt service for recently completed construction projects. • Appropriate into the Other Post-Employment Benefits (OPEB) - Whether to support the appropriation of$1,885,486 into the OPEB Trust Fund. This amount is comprised of$1,129,721 from free cash, $750,000 made available from the Health Insurance Claims Trust Fund, and $5,765 from Enterprise Funds. • Unallocated Revenues for Contingencies - Given continued fiscal uncertainty created by the pandemic, the recommended budget includes $500,000 in unallocated revenues, and $2,000,000 for a budgetary set-aside. Both of these unallocated amounts are sourced from Free Cash which is a one-time revenue source and can be allocated if needed for three primary purposes: 1. To balance the budget if State Aid is less than projected, particularly in light of the pandemic. The Legislature will likely not approve the FY2022 State budget until after the conclusion of Town Meeting, and federal support is very fluid; 2. Funding for programs, service, capital projects or reserves not currently proposed in this Preliminary Budget; and/or 3. To balance the budget if the GIC health insurance premiums are greater than estimated. The Town's health insurance rates, as established by the Group Insurance Commission (GIC), will not be known until early March. • Reducing/Eliminating the Use of Free Cash to balance the General Fund Operating Budget - The Town has been appropriating a portion of its certified free cash to offset annual operating budget costs. The Government Finance Officers Association (GFOA) recommends against using non-recurring revenues to balance the operating budget. In FY2019, Lexington used $3.74 million of free cash (non-recurring revenues) to balance the General Fund operating budget, which was subsequently reduced to $2.9 million in FY2020, and $2.2 million in FY2021. The effort has been paused in FY2022 in light of fiscal constraints caused by the pandemic, but is expected to resume in FY2023. • Dedicate a Portion of Free Cash to Fund Revised Pension Funding Schedule- In an updated pension valuation using date from January 1, 2020, the unfunded liability increased due to revised actuarial tables and staffing adjustments. In order to maintain an aggressive schedule, with a target funding date revised from 2024 to 2028, the Retirement Board adopted a funding schedule that increases the annual contribution from the Town by approximately $400,000 per year. In light of the short-term nature of the contributions, that incremental increase is proposed to be funded from Free Cash in FY2022, and is anticipated to grow to $800,000 in FY2023 and $1.2 million in FY2024. xii Additional policy considerations to be discussed either during finalization of the FY2022 budget, or in anticipation of future budgets, include the following: • Recreation - As a self-funding entity, the Recreation and Community Programs department had a significant fiscal impact from the pandemic shutdown, which cancelled most in-person activities in 2020. The Fall 2020 Special Town Meeting appropriated an additional $400,000 from the tax levy to support the department, for a total of$618,916 in FY2021, and $795,319 in General Fund support is recommended for FY2022. This situation has highlighted a tenuous funding arrangement for this Enterprise Fund, and staff are working to review the current funding structure, and may recommend a revised plan for the FY2023 budget and beyond. • Hartwell Avenue - The Town continues to discuss and plan for Hartwell Avenue development/ redevelopment and the zoning and infrastructure improvements needed to attract future economic development. Fall 2019 Special Town Meeting took an important step in this regard by appropriating $1.5 million to advance the 25% design for reconstruction of the area roadways. • Visitors Center and Liberty Ride Revolving Funds- These funds are intended to be self- supporting, but each has encountered financial challenges in various forms over the past few years. Both program operations were significantly impacted by the pandemic, and revenue forecasts for FY2022 are uncertain. To allow time for Visitors Center operations to gain a solid footing in the new building, the budget recommends a total of$94,000 in General Fund Support in FY2022. Staff are also exploring new models for the Liberty Ride program and there is a possibility that some general fund support will be needed for that operation in future periods. Budget Schedule This is a comprehensive budget, including both the Town Manager's recommendations and the Superintendent of School's proposed budget. In keeping with the schedule established by the Select Board, the key FY2022 budget dates are: • January 14, 2021 - Summit III to review this Preliminary budget; • February 4, 2021 - Summit IV, if needed, to discuss outstanding FY2022 operating and capital budget issues; • February 8, 2021 - Select Board to vote recommended FY2022 budget; • February 19, 2021 - The recommended budget will be forwarded, electronically, to the Appropriation Committee, Capital Expenditures Committee and Town Meeting Members. Printed copies to follow the week of March 8m • March 22, 2021 - Earliest date Town Meeting may consider financial articles. xiii This Page In Intentionally Left Blank W � � « S /�� ®« . r4 2 22 LL- LL- LL .......... 18 16 E E V M CL 'tp ('-4 0c= �llll E ud E E Itz E E � y fY rz 'i _0 LTJ U- a y E 0 f4 64tis E 2. CL = 0 4� W ME E 'E E b u U) CL E E 'E 43 43 -5 'S E E 00 0 co CL 051 E 0 vqQ 04 04 P LL.P ry E E m LL m rej F- Z,CL 1.4 This Page In Intentionally Left Blank W � � « S /�� ®« . 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 FY2019-FY2022. It reflects actual results of FY2019 and FY2020, FY2021 estimated revenues and budgeted expenditures submitted to the Department of Revenue for the certification of the FY2021 tax rate, and the budget recommendations of the Town Manager and School Superintendent for FY2022 budget and projected revenues to support those recommendations. FY2019 FY2020 FY2021 FY2022 Revenue Summary Actual Actual Recap Projected Tax Levy $ 176,841,054 $ 184,821,513 $ 194,329,879 $ 202,025,697 State Aid $ 16,013,450 $ 16,255,912 $ 16,334,701 $ 16,320,336 Local Receipts $ 16,968,556 $ 16,734,357 $ 12,054,341 $ 12,774,539 Available Funds $ 14,485,806 $ 14,314,142 $ 11,693,847 $ 19,506,893 Other Available Funds: Use of $ 573,500 $ — $ — $ — Capital Stabilization Fund Revenue Offsets $ (1,963,922) $ (1,875,209) $ (1,773,854) $ (2,207,455) Enterprise Funds (Indirect) $ 1,646,939 $ 1,696,348 $ 1,749,435 $ 1,432,356 Total General Fund $ 224,565,383 $ 231,947,062 $ 234,388,349 $ 249,852,365 General Fund Expenditure Summary Education Lexington Public Schools $ 106,551,278 $ 113,553,757 $ 118,357,656 $ 123,376,981 Minuteman Regional School $ 2,126,217 $ 2,470,131 $ 2,863,147 $ 3,130,038 Subtotal Education $ 108,677,495 $ 116,023,888 $ 121,220,803 $ 126,507,019 Municipal Departments $ 37,269,567 $ 37,510,786 $ 41,598,660 $ 43,000,887 Shared Expenses Benefits &Insurance $ 32,378,943 $ 34,516,484 $ 37,964,483 $ 39,854,559 Property Insurance &Solar $ 1,334,624 $ 1,436,992 $ 1,505,000 $ 1,485,000 Debt (within-levy) $ 10,851,703 $ 9,532,584 $ 10,371,583 $ 10,397,112 Reserve Fund $ — $ — $ 750,000 $ 750,000 Facilities $ 10,732,720 $ 11,095,414 $ 11,990,390 $ 12,153,365 Subtotal Shared Expenses $ 55,297,990 $ 56,581,475 $ 62,581,456 $ 64,640,036 Capital Cash Capital (designated) $ 7,549,138 $ 8,137,274 $ 7,618,515 $ 7,888,217 Subtotal Capital $ 7,549,138 $ 8,137,274 $ 7,618,515 $ 7,888,217 Other Other (allocated) $ 5,674,348 $ 4,358,036 $ 1,368,916 $ 7,316,206 Other (unallocated) $ — $ — $ — $ 500,000 Subtotal Other $ 5,674,348 $ 4,358,036 $ 1,368,916 $ 7,816,206 Total General Fund $ 214,468,538 $ 222,611,459 $ 234,388,349 $ 249,852,365 General Fund Surplus/(Deficit) $ 10,096,845 $ 9,335,604 $ — $ — FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 1 Q n U =0 7 N ;o Ln � N o l o rn � I I m m N w n I I LO o1 0 U. 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"C7 cJ i O N a"'. _ C7 La N m �_� c E Li o o E¢ c o E E Ln o a N V o N L rn a L E U-a -a u � c C 0 * � O t Ln s o Ln v -0 O N 72 f0 3 w pl ~ to v o cn cn o N ca O D � Q f0 'o ro U a� ~o w u L C E C O w +� o o �� o o \ Q N Li Ln E Ln o o LL a n o L t o o c a= n Gl a Q Q c o u c .4 w rlj G7 c o N fl. fa 7 4J Z c a) a) W O N W � 0_ � C J O (� d W U v co Lnn 9 G Ln Ln On- ¢ cn 0 > 0 � � � � * >- This Page Inentonml Left Blank. � � / OS MA�/O, � �¥ c / . ° .\�: � 2 }? � � « S /PRIL � � ®« . Section II: Revenues This section includes detailed information about FY2022 Projected Revenues. It includes: • General Fund Revenue Description II-2 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 II-1 Section II 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 FY2022 whose sources recur annually. • Total General Fund Revenues include annually recurring and non-recurring sources, including transfers from special revenue funds, Specialized Stabilization Funds, and the Health Claims Trust Fund. • Net General Fund Revenues are Total General Fund Revenues less revenues recommended to be set-aside to fund designated expenses. In FY2022, Total General Fund Revenues are projected to increase by approximately $15.46 million, or 6.6%. Net General Fund Revenues, those available to support school and municipal operating budgets, are projected to increase by $8.87 million, or 3.9%. FY2019 FY2020 FY2022 FY2021-22 Change General Fund Revenue Summary Actual Actual FY2021 Recap Projected $ % Property Tax Levy(Table 1) $ 176,841,054 $ 184,821,513 $ 194,329,879 $ 202,025,697 $ 7,695,818 3.96% State Aid(Table 2) $ 16,013,450 $ 16,255,912 $ 16,334,701 $ 16,320,336 $ (14,366) (0.09)% Local Receipts(Table 3) $ 16,968,556 $ 16,734,357 $ 12,054,341 $ 12,774,539 $ 720,198 5.97% Available Funds(Table 4) $ 14,485,806 $ 14,314,142 $ 11,693,847 $ 19,506,893 $ 7,813,046 66.81% Other Available Funds-Use of Capital $ 573,500 $ — $ — $ — $ — —% Stabilization Fund(Table 4a) Revenue Offsets(Table 5) $ (1,963,922) $ (1,875,209) $ (1,773,854) $ (2,207,455) $ (433,601) 24.44% Enterprise Receipts(Table 6) $ 1,646,939 $ 1,696,348 $ 1,749,435 $ 1,432,356 $ (317,079) (18.12)% Total General Fund Operating $224,565,383 $231,947,062 $234,388,349 $249,852,365 $15,464,016 6.60% Revenues Less-Revenues Set-Aside for $ 13,651,982 $ 12,495,310 $ 9,112,431 $ 15,704,423 $ 6,591,992 72.34% Designated Purposes Net General Fund Revenues $210,913,401 $219,451,752 $225,275,918 $234,147,942 $ 8,872,024 3.94% Detailed Description: Property Tax Levy: The FY2022 property tax levy is projected to increase approximately $7.70 million, or 4.0%. The projected levy is a function of the FY2021 levy limit increased by 2.5% per Proposition 21/2, plus an increment for new growth. FY2022 new growth will be a function of construction activity for the period July 1, 2020 to June 30, 2021. FY2022 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. Due to the pandemic, Local Aid was level-funded in FY2021, which is projected to continue in FY2022. The Town receives reimbursement for 75% of its expenses for Veterans benefits, which have been gradually decreasing, and are projected to fall by another $14,366 in FY2022, resulting in an overall decrease of(0.09)%. The initial FY2022 State aid numbers will be available once the Governor releases his budget and final figures will be known when the Legislature adopts, and the Governor signs, the FY2022 State budget. These milestones would typically occur in January and June of 2021, respectively, but may be delayed given the challenges and uncertainty caused by the pandemic. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 II-2 Section II Revenues Town of Lexington, Massachusetts Local Receipts: FY2022 projections for each category of receipt are based on the history of actual collections and projections of 3 and 5 year historical averages, with some adjustments to specific categories due to the pandemic, such as Other Excise - Meals and Hotel/Motel. FY2022 local receipts are estimated to increase by approximately $720,198 or 5.97% over FY2021 estimates, which were also adjusted for the pandemic. The main contributor to this growth is a partial rebound in Other Excise. Available Funds: Due to the pandemic, the FY2021 budget removed more than $3 million from Available Funds by reducing or eliminating Free Cash contributions to the Capital Stabilization Fund and the OPEB Trust Fund. Those funds were carried forward, and are now available for FY2022, which has inflated the value in this category, with an increase of$7,813,046, or 66.81%. This Free Cash reserve will cushion the FY2022 budget against additional pandemic related revenue losses such as unexpected reductions in State Aid or other local receipts. The increase in Available Funds also includes $1,165,051 in transfers from Stabilization Funds, including: • $665,051 from the Town's General Stabilization Fund to cover expected revenue losses from local receipts that are tied to the economy. This includes local option hotel/motel and meals excise taxes which have experienced significant declines due to the pandemic. Additional information on the General Stabilization Fund can be found in the Appendix, and • $500,000 from the Special Education Stabilization Fund to address expected increase in out-of- district tuition and transportation costs. Consistent with prior years, FY2022 Available Funds includes a transfer of$141,000 from the Transportation Demand Management Stabilization Fund to finance the Lexpress service and the Town's contribution to the REV Shuttle, and a $750,000 transfer from the Health Claims Trust Fund to fund the Town's Other Post Employment Benefit Fund. In FY2022, a transfer from the Capital Stabilization Fund is not needed to mitigate within-levy debt service as debt service expense remains within target levels. Similarly, no funds were needed for this purpose in FY2020 and FY2021. Revenue Offsets: Revenue Offsets are projected to increase by approximately $433,601 or 24.44%. 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 FY2022 increase in total Revenue Offsets is driven by the set-aside of$400,000 in estimated FY2022 revenue to cover a potential snow and ice deficit at the end of FY2021. For FY2021, $400,000 was set-aside, but was ultimately not needed since actual FY2020 snow and ice removal expenses fell within their budgeted levels. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 II-3 Section II Revenues Town of Lexington, Massachusetts 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. Because of the pandemic, Recreation Enterprise revenues have seen dramatic reductions, requiring support from the General Fund in FY2021, and causing the Town to reconsider how to fund the department going forward. As a preliminary measure, Recreation indirect revenues have been eliminated in FY2022. Overall Enterprise Receipts are decreasing by (18.1)%, or $(317,079) because of the reduction from Recreation, as well as an updated indirect cost analysis for Water and Sewer. FY2022 2021-22 Change 2019 Actual I FY2020 Actual FY2021 Recap Projected $ ®/o Table 1:Property Tax Levy Tax Levy $ 169,402,066 $ 176,907,123 $ 184,938,304 $ 194,415,314 $ 9,477,011 5.12% Prop.2.5% $ 4,235,052 $ 4,422,678 $ 4,623,458 $ 4,860,383 $ 236,925 5.12% New Growth $ 3,270,005 $ 3,608,503 $ 4,853,553 $ 2,750,000 $ (2,103,553) (43.34)% Override/Excess Levy Capacity (66,069) (116,791) (85,435) NA Subtotal 176, 41,0 4 184,821,513 194,329,879 202,025,697 7,610,383 3.92% Table 2:State Aid Chapter70 $ 14,217,984 $ 14,456,349 $ 14,438,034 $ 14,438,034 $ - -% Charter School Reimbursement $ 6,532 $ 2,446 $ 80,755 $ 80,755 $ - -% Unrestricted General Government Aid $ 1,584,615 $ 1,627,400 $ 1,627,400 $ 1,627,400 $ - -% Veterans'Benefits&Exemptions $ 154,023 $ 117,802 $ 124,689 $ 110,324 $ (14,366) (11.52)% Offsets Libra $ 50,296 $ 51,915 $ 63,823 $ 63,823 $ - -% Subtotal 16,013,450 16,2 ,912 16,334,701 $ 16,320,336 $ (14,366) (0.09)% Table 3:Local Receipts Motor Vehicle Excise Tax $ 5,649,362 $ 5,383,364 $ 5,391,573 $ 5,476,000 $ 84,427 1.57% Other Excise $ 1,659,673 $ 1,503,388 $ 412,000 $ 824,000 $ 412,000 100.00% Penalties&Interest $ 566,632 $ 564,274 $ 341,500 $ 341,500 $ - _% PILOT's $ 619,192 $ 666,153 $ 683,000 $ 684,000 $ 1,000 0.15% Rentals $ 459,765 $ 431,498 $ 393,275 $ 394,850 $ 1,575 0.40% Departmental-Schools $ 371,985 $ 331,482 $ 88,500 $ 243,500 $ 155,000 175.14% Departmental-Municipal $ 2,692,170 $ 2,607,887 $ 2,472,525 $ 2,540,025 $ 67,500 2.73% Licenses&Permits $ 2,725,133 $ 3,021,668 $ 1,906,600 $ 1,906,600 $ - _% Special Assessments $ 32,790 $ 19,781 $ 14,368 $ 13,064 $ (1,304) (9.08)% Fines&Forfeits $ 189,845 $ 152,654 $ 101,000 $ 101,000 $ - -% Investment Income $ 1,781,573 $ 1,297,265 $ 250,000 $ 250,000 $ - -% Miscellaneous No -Recurring 220,435 754,943 - - - -% Subtotal 16,96 ,556 16,734,37 12,054,341 12,774,539 720,198 Table 4:Available Funds Parking Fund $ 413,000 $ 425,750 $ 385,000 $ 385,000 $ - -% Cemetery Perpetual Care Fund $ 50,000 $ 50,000 $ 50,000 $ 50,000 $ - -% Cemetery Sale of Lots Fund $ 55,090 $ 64,380 $ 40,480 $ 51,933 $ 11,453 28.29% Free Cash* $ 12,422,051 $ 12,201,094 $ 9,468,456 $ 16,212,796 $ 6,744,340 71.23% Health Claims Trust Fund $ 750,000 $ 750,000 $ 750,000 $ 750,000 Transportation Demand Management Stab.Fund $ 141,000 $ 141,000 $ 141,000 $ 141,000 $ - -% Center Improvement District Stabilization Fund $ 27,000 $ 27,000 $ - $ - $ - -% PEG Access Special Revenue Fund $ 623,267 $ 638,918 $ 652,711 $ 629,287 $ (23,424) (3.59)% Betterments Fund $ 4,398 $ 16,000 $ 6,200 $ - $ (6,200) (100.00)% Visitors Center Stabilization Fund $ - $ - $ 200,000 $ - $ (200,000) (100.00) General Stabilization Fund $ - $ - $ - $ 665,051 $ 665,051 _% Special Education Stabilization Fund $ - $ - $ - $ 500,000 $ 500,000 _% Balances from Prior Yr.Capital Articles - - - 121,826 121 826 -1 Subtotal 14,45, 06 14,314,142 $ 11,693,847 $ 19,506, 93 7, 13,046 66. 1®/0 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 II-4 Section II Revenues Town of Lexington, Massachusetts Table 4a:Other Available Funds Capital Stabilization Fund 573,500 — — — — — Subtotal 573,500 — —IsIs - --- Table 5:Revenue Offsets Cherry Sheet Assessments $ (813,626) $ (923,294) $ (960,031) $ (993,632) $ (33,601) 3.50% Cherry Sheet Offsets-Public Libraries $ (50,296) $ (51,915) $ (63,823) $ (63,823) $ — —% Overlay(abatements) $ (800,000) $ (900,000) $ (750,000) $ (750,000) $ — —% Snow Deficit $ (300,000) $ — $ — $ (400,000) $ (400,000) — Subtotal $ (1,963,922) $ (1, 7 ,209) $ (1,773, 54) $ (2,207,455) (433,601) 24.44% Table 6:Enterprise Receipts Water $ 869,833 $ 894,573 $ 930,001 $ 918,245 $ (11,756) (1.26)% Wastewater(Sewer) $ 515,280 $ 532,094 $ 541,663 $ 514,111 $ (27,552) (5.09)% Recreation&Community Programs $ 261,826 $ 269,681 $ 277,771 $ — $ 277,771 100.00 Subtotal 1,646,939 1,696,348 $ 1,749,435 1,432,356 (317,079) (18.12)% Gross General Fund Revenues $ 224,565,383 $ 231,947,062 $ 234,388,349 $ 249,852,365 $15,378,581 6.56% Revenues Set Aside for Designated $ 13,651,982 $ 12,495,310 $ 9,112,431 $ 15,704,423 $ 6,591,992 72.34% Expenses Net General Fund Revenues Available for $ 210,913,401 $ 219,451,752 $ 225,275,918 $ 234,147,942 $ 8,786,590 Appropriation 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. Financing Sources Tax Levy Free Cash Other Total Notes 1 Set-Aside for Unanticipated $ 200,000 $ 200,000 Reserved for appropriation at the 2021 annual town Current Fiscal Year Needs meeting to fund supplemental appropriations to the FY2021(current year)budget. 2 Other Post-Employment $ 750,000 $ 1,129,721 $ 1,879,721 $750,000 from the tax levy made available by an Benefits(OPEB) equal transfer from the Health Insurance Claims Trust Fund to fund FY2022 Health Insurance. 3 Unallocated $ 500,000 $ 500,000 Set-aside for as yet to be identified FY2022 purposes. 4 Set-Aside in Case of State $ 2,000,000 $ 2,000,000 Reserve Free Cash to cover potential revenue losses Aid Reduction in State Aid or local receipts. 5 Cash Capital $ 4,900,531 $ 121,826 $ 5,022,357 Cash and repurposed funds from prior debt authorizations to support capital improvements. 6 Appropriate into Capital $ — $ 2,562,270 $ 2,562,270 To meet future capital/debt service needs. Stabilization Fund 7 Appropriate from Capital $ — $ — Proposed use of Capital Stabilization Fund to hold Stabilization Fund debt service increases to 5%annually. 8 Transition Free Cash out of $ — $ — 5-year plan to eliminate the use of Free Cash for Operating Budget the Operating Budget;paused in FY2022 due to pandemic related revenue uncertainty. 9 Street Improvement $ 2,651,674 $ 2,651,674 Consistent with long-term street maintenance plan. Program 10 Municipal Building Envelope $ 214,186 $ 214,186 Initially funded in 2006 override;increases by 2.5% and Systems per year. 11 Warrant Articles $ 165,000 $ 165,000 Senior Tax Work-Off;Vision 20/2D Survey; Organizational Structure Review 12 Support of Recreation and $ 509,215 $ 509,215 Tax Levy support of Recreation and Community Community Programs Dept. Programs Enterprise,plus additional support due to (Transfer to Article 5) pandemic revenue losses. Subtotal13 •0 14 Revenue to Support $ — $ 2,200,000 $ 1,165,051 $ 3,365,051 Free Cash/General Stabilization/Special Education Operating Budget Stabilization to support the FY2022 operating budget. 15 Support for New Pension $ 400,000 $ 400,000 Amount of incremental increase in the updated Schedule Pension Funding schedule will be supported with Free Cash in FY2022. 16 Retire Note for Land $ — $ 2,320,274 $ 2,320,274 To pay down notes issued for Pelham and Bedford Purchases-Debt Service St.over 5 years(final payment in FY2022). 17 Grand Total $ 4,290,075 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 II-5 This Page In Intentionally Left Blank \/:y\ \\ 1 / »\ . / A�� Section III: Program 1000: Education This section includes detailed information about the FY2022 Operating Budget & Financing Plan for education. It includes: • 1100 Lexington Public Schools III-2 • 1200 Minuteman Regional High School III-18 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 III-1 �� ��������� ������ ���������� �� �� ���� �� N � � N N �~ � �� �� �� �� N � =, � ~= =� �� � �� �� �� � � �� �� �~ ~� FY2022 Superintendent's Recommended Budget BUDGET OVERVIEW SUPERINTENDENT'S BUDGET MESSAGE ----------------------------.----.2 THE STRATEGIC PLAN 0F THE LEXNGTON PUBLIC SCHOOLS, 201S-2O29................................................3 Our Core Values: ------------------------------------------3 VisionStatement:..............................................................................................................................3 Strategic Goals: ------------------------------------------'3 ORGANIZATIONAL STRUCTURE................................................................................................................4 SchoolCommittee Members.............................................................................................................4 BUDGET DEVELOPMENT..........................................................................................................................4 BudgetProcess.................................................................................................................................4 BudgetGuidelines.............................................................................................................................5 BudgetCalendar...............................................................................................................................0 Revenue Allocation Process.............................................................................................................R RECOMMENDED BUDGET AND SUMMARY OF SIGNIFICANT BUDGET CHANGES.........................................1O Negotiated Salary Increases...........................................................................................................10 Enrollment Fluctuation and Changing Operational Conditions Due to the Pandernic.....................11 THE STRATEGIC PLAN 0F THE LEXNGTON PUBLIC SCHOOLS, 2D18-2028 (FULL DOCUMENT) .................17 11O0 Lexington Public Schools aoof January 5. 2021 LEXINGTON 1;"", IL) II3 1 III C S C Ill rti 0 0 III S FY 2022 Superintendent's Recommended Budget Superintendent's Budget Message January 2, 2021 Dear School Committee Members, Elected Officials, and Residents of Lexington: The 2020-2021 school year has been one for the history books! In March of 2020, COVID-19 forced school closures here in Lexington and around the globe. Quarantines and travel orders were imposed; schools, municipal offices, places of business, and houses of worship were shuttered; and telecommuting, distance learning, and Zoom became part of our everyday vernacular. In May, COVID-19 showed no signs of stopping, and school systems received little direction from the State. With no playbook for how best to educate during a pandemic, we did what we do best in Lexington—we rolled up our sleeves, embraced our revolutionary spirits, and got to work! We prioritized health, safety and equity, and provided a concrete plan to safely reopen our schools for in-person learning in the fall. A team of dedicated school community members worked together to address a number of specific pandemic-related challenges, such as the acquisition and distribution of food, technology and personal protective equipment; assessing air quality and overcrowding; the safe transport of students; delivering in-person services to those with high needs; and more. We began to methodically tackle the challenges associated with a safe return to in-person school, and we drew on community feedback and our experiences in the spring to reimagine teaching and learning in the Lexington Public Schools. Together, we created a 71-page LIPS Back-to-School Blueprint, the first of its kind in Massachusetts. Educating children in-person during a pandemic comes at a cost, and the assumptions used in the development of the Lexington Public Schools FY 2022 Budget do not reflect these costs. The FY 2022 budget assumes a 3.82% increase to the base and a full, pre-COVID return to teaching and learning in the Fall of 2021. The 3.82% increase to the base constitutes the most modest increase LPS has received since 2010—and during one of the most challenging periods in the history of public education. To put the increase into perspective, a level services budget costs approximately 3.93%; therefore, the entire budgetary increase will be needed to maintain to the extent possible the current staff and services in LPS. While FY 2022 is sure to be another challenging year, the promise of new vaccines gives us hope that a full return as envisioned is achievable. The challenges were abundant this year, but there were plenty of silver linings, too! Incredibly, amidst the backdrop of a pandemic, we managed to implement later school start times and a district-wide redistricting plan, initiatives that would have been hard to pull off in a typical year. In November, Hastings Elementary School was named a National Blue Ribbon School of Excellence, joining the ranks of Bridge and Harrington Elementary Schools and Clarke Middle School! Most of all, the 2019- 2020 school year taught us that no matter how great the challenge, we can get through anything together. Wishing all the citizens of Lexington a healthy, happy, and joyous 2021! Sincerely, Dr. Julie Hackett Lexington Public Schools Superintendent of Schools 1100 Lexington Public Schools as of January 5, 2021 Budget Overview-2 LEXINGTON 1""' IL) II3 1 III C S C Ill rti 0 0 III S FY 2022 Superintendent's Recommended Budget The Strategic Plan of the Lexington Public Schools, 2019-2029 Mission Statement Joy in learning; curiosity in life; and compassion in all we do. Our Core Values: • We all Belong • Use Your Mind • Be Curious & Have Fun • Care for Yourself& Others • Do Your Part • Be Courageous • Embrace Your Revolutionary Spirit • You are Enough Vision Statement: • Diversity, Equity, Inclusion • Redefining Success • Students as Active Agents • Authentic Learning Experiences • Community Partnership Strategic Goals: • GOAL 1: Address and Narrow Equity Gaps o Identify, address, and narrow equity gaps in student opportunities, experiences, and achievement, ensuring the meaningful inclusion and integration of every member of our school community. • GOAL 2: Redefine Success o Transform our practices, systems, and structures to reflect a broader definition of success for our students, staff, and schools, including new measures of student achievement that extend beyond academics to include the knowledge, skills, and attributes students need to be prepared for the future and content in life. • GOAL 3: Cultivate Student Agency o Cultivate student agency and a sense of self-efficacy by ensuring that all our PreK-12 students' educational experiences place them at the center of their learning; consistently revisit our curriculum, instruction, assessment, and professional learning practices to (1) ensure relevancy and student voice; (2) to teach students to set their own meaningful goals; (3) to value productive struggle as they work toward them; and (4) to reflect and monitor their progress toward attaining those goals. 1100 Lexington Public Schools as of January 5, 2021 Budget Overview-3 LEXINGTON 1""' IL) II3 1 III C S C Ill rti 0 0 III S FY 2022 Superintendent's Recommended Budget • GOAL 4: Innovate for Sustainable Change o Refine and improve our school- and district-wide practices, systems, and structures related to managing innovation and promoting lasting change. We will develop clear decision-making structures and communication methods to prevent initiative overload and enable us to more consistently scale up promising practices. Please refer to complete document beginning on page 17. Organizational Structure The Education Reform Act of 1993 determined that the School Committee's charge is (1) to select and terminate the Superintendent; (2) to review and approve the budget; and (3) to establish educational goals and/or policies for the district consistent with the requirements of law and statewide goals and standards established by the Department of Elementary and Secondary Education. School Committee Members Kathleen Lenihan, Chair Term Expires: 2021 Eileen Jay, Vice Chair Term Expires: 2022 Deepika Sawhney Term Expires: 2021 Scott Bokun Term Expires: 2022 Sara Cuthbertson, Clerk Term Expires: 2023 Budget Development Budget Process Annually, the administration develops its capital and operating budgets, which begin July 1 and end June 30. This highly collaborative and public process engages the School Committee, the Select Board, the Appropriation Committee, the Capital Expenditures Committee, municipal and school staff, and citizens. The employees of the Finance Office are responsible for coordinating, developing, and monitoring the annual budget process. Each year, the School Committee develops its annual goals, budget guidelines, and budget calendar. These provide the administration with the roadmap to develop the recommended annual budget. The Superintendent is tasked with developing a budget that advances the district in concert with the outlined policy objectives. The School Committee is responsible for reviewing and approving the budget for incorporation within the complete Town budget. Major Steps in FY 2022 Budget Development: Summer: School Committee and Superintendent establish Collective Goals. Early Fall: School Committee approves annual budget guidelines and calendar. Fall: Staff develop budget recommendations. 1100 Lexington Public Schools as of January 5, 2021 Budget Overview-4 INII�,1�11,r LEXINGTON 1""' IL) II3 1 III C S C Ill rti 0 0 III S FY 2022 Superintendent's Recommended Budget Late Fall/Early Winter: All departments meet with the Assistant Superintendent for Finance and Operations to review existing staffing levels, review budget priorities, and discuss anticipated budget requests. During this time, a series of working summit meetings including the School Committee, the Select Board, the Appropriation Committee, and the Capital Expenditures Committee are conducted to discuss the current financial health of the Town, along with any budgetary issues, and provide policy guidance to the municipal and school staff in finalizing budget recommendations. The Superintendent, in consultation with the Assistant Superintendent for Finance and Operations and the School Department's Administrative Council, reviews budget requests and makes recommendations for all school programs to the School Committee. The School Committee takes the recommendations of the Superintendent and after public hearings on the Superintendent's Budget Recommendations, makes final budget decisions consistent with their collective goals. Early Spring: Before Town Meeting members discuss financial articles, the approved budget of the School Committee is distributed to Town Meeting members and the finance committees; it also is available to citizens at the Library and the Town Manager's Office. In addition, the budget documents are publicly available on the Lexington Public Schools website: https://bit.ly/36R69bl. Spring: The Annual Town Meeting begins in March with meetings held on weekday evenings. Town Meeting debates and adopts the School Department budget as part of the complete Town budget. Town Meeting has authority over the total appropriation of school department funds, but line-item authority and spending priorities are the purview of the School Committee. Budget Guidelines On October 27, 2020, the School Committee voted the FY 2022 Budget Guidelines and requested that the Superintendent present a level-service budget that attempts to address the eleven highlighted areas. These guidelines serve as the basis for the Superintendent's Recommended Budget in FY 2022. For purposes of clarification, a level-service budget is defined as an allocation of the funds necessary to replicate the current level of services provided, accommodating increases in enrollment, all legal requirements, including current collective bargaining requirements, and special education laws. The FY 2022 budget guidelines are as follows: In order to provide for the educational needs of Lexington students, the Superintendent of Schools will develop a fiscal year 2022 budget that will: 1. Ensure the safety, security, and social-emotional well-being of our students, and continue the Town's joint effort on mental health. 2. Ensure all legal and contractual mandates are met. 3. Ensure professional staffing guidelines will be met and class sizes will remain within the established guidelines, to the extent possible given space and personnel limitations. 4. Identify efficiencies and cost-saving measures that do not compromise the educational program. 5. Include sufficient operating and capital funds to: a. continue the current level of services; 1100 Lexington Public Schools as of January 5, 2021 Budget Overview-5 LEXINGTON 1;"", IL) II3 1 III C S C Ill rti 0 0 III S FY 2022 Superintendent's Recommended Budget b. be responsive to projected enrollment changes and corresponding needs, including those related to staffing, instructional supplies, and facilities; c. move the district forward in meeting the increasing technological demands in various educational settings; d. implement a master capital plan to expand school capacity and meet changing enrollment. 6. Maintain capital assets in order to support the instructional program, protect the physical assets of the Town of Lexington, and ensure the health and safety of our students and staff. 7. Identify funds and strategies to implement diversity, equity, and inclusion efforts and to increase the cultural proficiency of our school community. 8. Identify funds and strategies to continue to leverage and support social and emotional learning efforts throughout the district. 9. Continue to explore possible alternatives and improvements to school programs at all levels, the scope and sequence of science classes at the secondary level, and continue the research and implementation of graduation requirements. 10. Identify costs, impacts, and an implementation plan associated with potential continuation related to the COVID-19 health crisis remote learning and hybrid learning models. 11. Identify funds and/or strategies necessary to implement the multi-year comprehensive Lexington Public Schools Strategic Plan for the district, to include equity and master planning. Budget Calendar Each year, the Superintendent presents a budget calendar to the School Committee. This calendar outlines the timing of events and guides the budget development process. This timeline can be found below: 2020 September 29—October 12 Review capital proposals: Superintendent, Director of Public Facilities, and Assistant Superintendent for Finance and Operations September 29—October 12 Superintendent, Director of Public Facilities, and Assistant Superintendent for Finance and Operations discuss project requests with administrators October 6 School Committee reviews FY 2022 budget calendar October 6 (tentative) School Committee approves FY 2022 budget calendar and reviews the FY 2022 budget guidelines October 6 School Committee Reviews Proposed LPS Technology Capital Budget Request 1100 Lexington Public Schools as of January 5, 2021 Budget Overview-6 LEXINGTON 1""' IL) II3 1 III C S C Ill rti 0 0 III S FY 2022 Superintendent's Recommended Budget October 8 Summit I: Financial Indicators; 5—Year Forecast; Initial Revenue Projection October 9 FY 2022 IT capital budget submitted to Town of Lexington October 9 Google Form link distributed for FY 2022 staffing and expense budget requests. FY 2022 Google Form requests for staffing and expenses are due to the Assistant Superintendent for Finance and Operations at the date of individual budget meeting. October 14 Special Town Meeting Vote on Revised FY 2021 Budget October 19—October 23 SPED budget staffing meetings (with Assistant Superintendent for Finance and Operations, Assistant Director of Finance, ETS, Director of Special Education, and building principals) October 20 Recommended FY 2022 capital budget requests approved by the School Committee (School Department and Public Facilities) October 23 Submittal of Town (Municipal & School) FY 2022-2026 Capital Requests to Capital Expenditure Committee (CEC) and Community Preservation Committee (CPC) October 28—November 16 Budget Review: Central Office and department staff meet at assigned times with Assistant Superintendent for Finance and Operations and Assistant Director of Finance November 5 Summit II: Final Revenue Allocation Model December 18 (tentative) Superintendent finalizes FY 2022 budget recommendation December 23—January 1 School Vacation Week 2020-2021 December 30 Budget distributed to School Committee and posted to website January 5 School Committee Meeting: Superintendent's Budget Presentation January 11, 2021 Town Manager Submittal of Preliminary Operating and Capital Budget to Select Board (White Book) January 12, 8:00 a.m. Public hearing: School Committee Public Hearing and discussion of the Superintendent's Recommended FY 2022 Budget: Location: TBD January 14, 2021 (tentative) Summit III: FY 2022 White Book Review January 19 Public Hearing: Superintendent's Recommended FY 2022 Budget: Location: Select Board's Meeting Room 1100 Lexington Public Schools as of January 5, 2021 Budget Overview-7 LEXINGTON 1;"", IL) II3 1 III C S C Ill rti 0 0 III S FY 2022 Superintendent's Recommended Budget February 2 School Committee FY 2022 budget discussions, consideration of community feedback on FY 2022 Operating Budget (including fees) and FY 2021 Capital Budget February 6 (tentative) Summit IV: Changes to FY 2022 White Book to be included in Brown Book TBD 2021 Annual Town Meeting School Committee Fiscal Year 2022 Recommended Operating Budget document finalized (TMMA) February 15 (tentative) Select Board vote to approve FY 2022 Recommended Operating Budget and FY 2022-2026 Capital Improvement Plan (CIP) February 23 School Committee adopts FY 2022 Operating Budget (including fees) and FY 2022 Capital Budget March 8 (tentative) Distribution of FY 2022 Recommended Operating and Capital Budget to TMMA, Town Manager, Senior Management Team, Appropriation Committee, Capital Expenditures Committee, Select Board, School Committee, Central Office, and Principals March TBD Annual Town Meeting (Mondays and Wednesdays until completed; Town Meeting does not meet during April school vacation week) March TBD Budget presentation to Town Meeting by the Town Manager and Superintendent April 16 Notification of budget approvals; Employee Action Forms sent to Human Resources June 1 School Operating Budget opens for entry of supply and services requisitions Approved by School Committee 101612020 Revenue Allocation Process The Town of Lexington has established a collaborative budget development process that is conducted through a series of budget summit meetings. These budget summit meetings begin in October and end in February. These meetings include the School Committee, the Select Board, the Appropriation Committee, and the Capital Expenditures Committee. Topics covered at these meetings include: Summit I: Financial Indicators; 5-Year Forecast; Initial Revenue Projection Summit II: FY 2022 Revenue Allocation Model Summit III: FY 2022 White Book Review Summit IV: FY 2022 Brown Book Preview 1100 Lexington Public Schools as of January 5, 2021 Budget Overview-8 INII�,1�11,r LEXINGTON 1""' IL) II3 1 III C S C Ill rti 0 0 III S FY 2022 Superintendent's Recommended Budget The Revenue Allocation Model, first presented at Summit II on November 5, 2020, provides for a projected 3.8% increase over the School Department's FY 2021 budget, the detail of which is broken out in the table that follows: FY2022 Revenue Allocation Model $249,70,0 Projected FY2022 Revenue Shared Municipal schooB Tsar(n 600s) (1( S (I "t�a8) (� — — (11tiS 58)F'�'021 choO Budget (2 .. ., t 1 �aaSS & ... r32 V MU1 Iod lP a8 dud get (3B S (612(S (619(1$ Tax Levy Support of Conanruanty Sorntos,(Ar`t clo S( ................................... ................. ................................................ 1 3�7 w9 9 F 12FI22 C lireutu rataia ( a 6 S 3 S 45 d 1 430,Y$ (7,430 S ,� J FY2022 Contributory turew"r ent ,,. i1d3) ........................................:...1'. �FY2022Nont"n~ntribuatoi Retroirent 67( Gg1 .n:1 9$7) S FY2022 E(cnaktut` (3y S (300)S Q 300t $ ...................:.:.:..�FY2022 UnieinpIoyi,iient.............................................................................................� (( (F7 u)�SS t Sy�u2 FY2022 o�� rtyPdarai a ,atwwVuty Vure uar�w(r;c 11 �urAb " �rfN �� FrGJya ldua'snawuur�md l aa,�su.v ( ff ........ ...............................(t5S3($ (3F.0F $ irraont (13( S (F (3S) (a 14 ... Jf FY2022 SoBar PrrWJLrcti0D Pay S 83 �, �S FY2022 Debt Sep-vice...................1�. .................... .m........,.....................................................ff..,.................................... f.............. 11.......a, 1,Puay F1own P iacip N for Land Purchases 9F( (733t S (750 S S FY2022 Reserve Fund 1dr( S 412,'V T7p S (12 1"T7 S S FY2022 Facifittes D plartsnent Budget $ (500 $ S Sot Aside for as yet to be uclenfi Ac d needs: ...........(266(s �. ...........................�Un aiabc pate d L.urror^t FuscaI Ducar Flu ods...................................................................................................... TET2b 13odf° c ice @dntig atik pe S (2�aCa2�S S CapitaO St,abifizzation Fund ( 1,,,, S S Tsaomhan FreeCash out ait OproraWig Budget 7srl cA S year,,A) S,(14,923) f S &,F8L1 y S $ Cash Scapdal $ (1,880 S PEs S e e e(2 F5rn2p .e Stra a.t 9rrtfnrtlwrvr nraorat Frn oFysanr .. .. .. .. .. .. .. .. .. .. .. .. .. ...� S .....................1&t p S ....................................:.:.:.:.:. .5".......................................:.::.:.....I B uHIcbinrtp Fn)v6ope Fnrograsv............................................................................................................................................................. 5..... 05S S.... S Senior-Tax"u rirk-Off Progirara (18( S (243,569)',,$ (82,994a 'S Q42,218)$ (118 3?58)Base Udr.got-used for Allocation wer w" 26.3'%,,, A3.7%, Po�centauge, Pvlun cip,M anal Sc,hocg DMy ,�n,�rriiiiii moc.;iia��ii�ii�ii�iiirrm,���ii�iin,�n,�n,�n,�ni�ii�ii�iiii,ia,��i„i�iii,�inai�a�ii 13( `wF 15,131 S 1, 12 $ 4,S19 OncuornentadRovenuo 3.3'% 3,F3"4, Percent of Curient Sudgot Revenue Allocation History & Trends: Below is the growth factor approved during the last seven budget cycles: FY 2022: 3.8% FY 2021: 4.3% FY 2020: 5.4% FY 2019: 6.9% FY 2018: 6.6% FY 2017: 7.2% FY 2016: 8.5% 1100 Lexington Public Schools as of January 5, 2021 Budget Overview-9 LEXINGTON 1;"", IL) II3 1 III C S C Ill rti 0 0 III S FY 2022 Superintendent's Recommended Budget Recommended Budget and Summary of Significant Budget ChangFunding Sources FY18 Actual FY 2019 Actual FY 2020 Actual FY 2021 Budget FY 2022 Budget es Dollar Recommended Increase Increase Tax Levy $ 101,204,582 $ 107,667,945 $ 113,222,275 $ 118,269,156 $ 122,633,481 $ 4,364,325 3.85% Fees&Charges $ 450,600 $ 443,500 $ 331,482 $ 88,500 $ 243,500 $ 155,000 46.76% Special Ed Stabilization Fund $ - $ - $ - $ - $ 500,000 $ 500,000 Total 1100 Lexington Public Schools $ 101,655,182 $ 108,111,445 $ 113,553,757 $ 118,357,656 $ 123,376,981 $ 5,019,325 4.24% Appropriation Summary FY18 Actual FY 2019 Actual FY 2020 Actual FY 2021 FY 2022 Budget Dollar Recommended Recommended Increase Increase Salary and Wages $ 85,948,669 $ 90,271,520 $ 94,593,795 $ 98,932,332 $ 102,654,658 $ 3,722,326 3.76% Expenses $ 15,706,513 $ 16,832,878 $ 15,015,367 $ 19,425,324 $ 20,222,323 $ 796,999 4.10% Total $ 101,655,182 $ 107,104,398 $ 109,609,162 $ 118,357,656 $ 122,876,981 $ 4,519,325 3.82% Special Education Stablization Fund $ 500,000 Grand Total 1100 Lexington Public Scho $ 101,655,182 $ 107,104,398 $ 109,609,162 $ 118,357,656 $ 123,376,981 $ 5,019,325 4.24% *Amounts shown are general fund only and does not reflect spending supported by Labbb Credit,Circuit Breaker Funds,Revolving Funds,or local/state/federal grant funds Transfer to Unclassified(Health,Medicare,Workers Comp) $0.00 0.00 FTE Total Recommended $ 123,376,981 $ 5,019,325 Unallocated from Revenue Allocation Model $ - The School Department was allocated a Revenue increase of$4,519,325 (3.82% increase)for FY 2022 through the Revenue Allocation Model adopted at Summit II. In addition, the School Department will be requesting a $500,000 allocation out of the Special Education Stabilization Fund for FY 2022. For FY 2022 the salaries and wages line is increased by $3,722,326 (or 3.76%) to support existing position cost of living adjustment increases, lane changes, and step increases. Salaries and wages comprise 83.54% of the School Department budget. The expense line is recommended to increase by 796,999 (or 4.1%) over the FY 2021 appropriation. Negotiated Salary Increases The FY 2022 budget includes funding for estimated wage increases for all collective bargaining units and non-union positions, including both step increases and cost of living adjustments (COLA). The current status of collective bargaining agreements and corresponding expiration dates can be seen below: Bargaining Unit Contract Term LEA: Unit A 09/01/2019—08/31/2022 LEA: Unit C 09/01/2018—08/31/2021 LEA: Unit D 07/01/2019—06/30/2023 LEA: Tech 07/01/2018—06/30/2021 ALA: Administrators 07/01/2019—06/30/2022 1100 Lexington Public Schools as of January 5, 2021 Budget Overview-10 INII�,1�11,r LEXINGTON 1""' IL) II3 1 III C S C Ill rti 0 0 III S FY 2022 Superintendent's Recommended Budget Enrollment Fluctuation and Changing Operational Conditions Due to the Pandemic Enrollment is obviously one of the key drivers in the school budget. As student enrollment expands or contracts it will impact staffing and other financial requirements. Equally important as the actual headcount are the demographics of our students and the environment the district has to navigate to successfully offer the robust, diverse, and inclusive programming the community has desired. For FY 2021 these conditions have offered particular challenges. LPS and our community are in the midst of the global COVID-19 pandemic. These conditions required LPS to switch to remote instruction for all students beginning in March 2020. During the 2020-21 school year, LPS implemented full-time remote learning for families who opted to continue with this learning model, a week in / week remote Hybrid learning model, and full-time in-person learning for our most vulnerable learners. The use of this academic model has affected staffing requirements, increased expenses for supplies and materials, and has affected other operational activities such as bus transportation, food service, and technology needs and service delivery. Some of these additional expenses are funded in FY 2021 through the Federal Coronavirus Aid, Relief, and Economic Security (CARES) Act, Elementary and Secondary Education Emergency Relief (ESSER) Fund and Coronavirus Relief Fund (CvRF) School Reopening Grants. These funds currently are set to expire on December 30, 2020 and June 30, 2020, respectively, and are not identified funding sources for the FY 2022 Budget Recommendation. During the previous five years, K-12 enrollment at the Lexington Public Schools had increased by 389 students (+5.78%), or an average of 78 students per year (or 1.16% per year). These past increases have had a direct impact on the School Department's operating budget each year to accommodate these new students and maintain the level of programming offered by Lexington Public Schools. However, like many school systems across the Commonwealth, LPS experienced a drop in enrollment for the fall 2020-2021 school year. As of October 1, 2020, K-12 enrollment was 6,844 (or 6,901 PK- 12). This was a decrease of 278 students, or -3.9%, K-12 from the previous year, a level not experienced since the 1982-1983 school year when enrollment contracted by 275 students or -5.11%. The enrollment projection for school year 2020-2021 built for the FY 2021 School Department Budget was 7180. The graph below (Graph E-1) shows the relative change in student enrolment from school year 1980-1981 through school year 2020-2021. 1100 Lexington Public Schools as of January 5, 2021 Budget Overview-11 INII�,1�11,r 1"'I" L) 31 ��� C S C ��� 0 0 �. S LEXINGTON FY 2022 Superintendent's Recommended Budget Graph E-1: LPS PK-12 Annual Enrollment Over Time 8000 7000 51000 3000 2000 IIIIIIIIIIIIIIIIIIII 1000 The majority of this decline comes from the elementary level (229 out of the total 278 decrease from the prior year—see Table E-1 for grade level details). A portion of this decrease appears to be the consequence of lower than typical kindergarten enrollments. As of October 1, 2020, Lexington enrolled 309 kindergarten students (compared to 382 to 414 students during the previous years). Although K enrollment had been declining prior to this year, this year's decline of 73 K students was much sharper. 1100 Lexington Public Schools as of January 5, 2021 Budget Overview-12 LEXINGTON 1""' IL) II3 1 III C S C Ill rti 0 0 III S FY 2022 Superintendent's Recommended Budget In an effort to understand the drop in enrollment, the district examined student transfer reasons as captured in ASPEN/X2, our student information management system. The table below (Table E-2) shows the relative changes in the number of students transferring to other public schools in Massachusetts, transferring to private schools in Massachusetts, transferring to schools out of state, or switching to homeschooling. The largest increase was in the number transferring to in-state private schools (an increase of 112 students from the prior year). Table E-2: LPS Transfer Reasons FY 2020 vs. FY 2021 NIEMEN Grade in October i October October October October October October October FY21 2019-20 2020-21 2019-20'' 2020-21 2019-20 ' 2020-21 2019-2012020-21 K 3 5 0 7 3 5 0 0 1 2 11 2 11 5 5 0 5 2 4 3 1 10 11 12 0 2 3 3 9 2 17 4 8 0 1 4 2 10 2 12 4 12 1 4 5 5 6 1 10 11 20 0 0 6 6 3 6 20 10 13 0 0 7 6 10 2 13 5 18 0 2 8 3 22 3 21 6 13 0 0 9 8 5 14 14 19 16 0 0 10 1 5 8 10 13 7 0 1 11 2 3 3 8 7 6 0 0 12 5 1 1 4 6 1 0 0 Total 50 93 45 157 104 136 1 15 (Source: LPS SIMS) Future LPS Enrollment Each year the district reviews new student enrollment based on October 1 and produces updated enrollment projections. These projections are offered as a planning tool, but not a definitive prediction of future enrollment. Projections are built on the assumption that historical data and enrollment patterns can offer clues about the future. However if new variables not present or accounted for in historical data are introduced (i.e. a global pandemic) that have an impact on enrollment, enrollment projections based on this data are unlikely to hold. In addition to the context offered earlier, at the time of this report, distribution of a newly available Coronavirus vaccine had just begun. While this is very much welcomed news and may allow for a return to more typical school operations, we continue to plan and budget in a highly uncertain environment. There is also a widely held assumption that the current pandemic may trigger a national recession. LPS, of course, cannot predict when and if a recession will occur and how long it's duration 1100 Lexington Public Schools as of January 5, 2021 Budget Overview-13 LEXINGTON 1;"", IL) II3 1 III C S C Ill rti 0 0 III S FY 2022 Superintendent's Recommended Budget will be. We do know regional and other higher level economic conditions generally do have an impact on our enrollment and therefore must be mindful of this potential future event. For the purpose of future planning, LPS will carry forward the enrollment projections produced in FY 2019 (see the following table E-3 and graphs 1 - 3). The decision to carry over the prior year projection assumes 2020-21 enrollment is an outlier and will therefore be excluded from enrollment projections. It also assumes successful, wide distribution of an effective COVID-19 vaccine in addition to continued use of risk mitigation strategies for the remainder of the 2021-20 school year. If COVID-19 can be dramatically reduced allowing a return to normal operations, this projection also reflects an assumption the majority of families who delayed kindergarten enrollment or transferred into local private schools will return to LPS. For scenarios where smaller numbers return, the lower end of the confidence interval should be considered. Table E-3 FY 2020 Enrollment Projections K-5 2790 2997 2987 2982 Conf Int. +/--65 +/-70 +/--75 6-8 1793 1876 1870 1873 Conf Int. +/--55 +/--60 +/--65 9-12 2261 2396 2444 2455 Conf Int. +/--40 +/--50 +/--60 K-12 6844 7269 7302 7311 Conf Int. +/--135 +/--150 +/--160 FY21: PrdlirninarV Herr nt ry projections Chart 1 :3150 �IIIIIIIIIIIIIIIIIIIIY �°'�� �mry 295() 17 2.750IW llo uullll 2550 pub V 23!:50 50 i7Wluuuw IIY 7 950 �jpp0l 1 750 1.550 I:Y81fY831:::Y85I:::Y87I:Y89I:::Y911:::Y931:::Y95I:::Y97fY99I:::YO1.1 Y03 FY051FYD7I:::Y09I:::Y11.1FYI..31:::Y1.51 YI.7I:::Y1,91 Y2J..I:::Y2.31:::Y25 1100 Lexington Public Schools as of January 5, 2021 Budget Overview-14 LEXINGTON L) II31 III C S C Ill 1��, 0 0 III. S FY 2022 Superintendent's Recommended Budget IFY21- IPirelirninairy Middle Schooll Projections Chart 2 2500 2300 2100 1.900 1.700 1.500 1300 1.100 900 FY81 FY83 FY85 FY8 7 FY89 FY91 FY93 FY95 FY9 7 FY99 FY0 1.FY03 FY05 FYO 7 FY09 F:Y1 1.F Y1 3 F:Y1.5 FY1 7 FY19 FY2 I FY23 FY25 FY21- IPrehminary 11 figh Scho6 IProjecdons Chart 3 2850 2650 2450 2250 2050 0000�lil eo 1.850 0000,111100 1.650 1.450 1.250 F:Y81F:Y83 1:::Y851::Y871:::Y891::Y911:::Y93 1:::Y951:::Y971:::Y99 FY01[::Y031:::YO51:::YO71:::YO91:::Yl:l.F:YJ3F:Y15 1:::Yl7[::Y:191:::Y2:1.,FY23F:Y25 1100 Lexington Public Schools as of January 5, 2021 Budget Overview-1 5 INII�,1�11,r LEXINGTON 1""' IL) II3 1 III C S C Ill rti 0 0 III S FY 2022 Superintendent's Recommended Budget About LPS Projections: For the purposes of this budget, a version of the Cohort Survival Method was used, which is one of multiple models the district runs each year. In this version, future kindergarten enrollments are based on a linear model that incorporates 30 years of historical kindergarten enrollments. Average grade-to-grade progression rates are then applied to the rest of the grades. Projections also include 90% confidence intervals, reflecting the inherent uncertainty associated with projections. Correct interpretation of intervals is that there is a 90% chance that the confidence interval contains the true value of future enrollment. It is recommended that plans based on projections consider this confidence interval and incorporate appropriate flexibility. LPS will continue to monitor enrollment very closely and strongly encourage those engaged in planning that considers multiple possible future scenarios when possible. Request ••ry Program Sum of PE/Health/Wellness K-12 0.10 %Special Education 16.93 Lexington Children's Place 0.30 K-1 PE/Health/Wellness 1.00 �-"- LHS (0.25) Special Education (12.85) Fiske (1.00) Finance&Operations (0.50) Special Education (1.42) 6-8 World Language (0.25) Bridge (0.80) Health Services (1.50) Hastings (1.00) K-12 Literacy (1.00) ELL 0 lmk2e rfo e l ii ng Arts - gl Education (3.87) Department-Diamond 0.50 .r.�.d....fan..gu..a..ge..........................................................................................................................................................................0....25....... Grand Total (6.0) 1100 Lexington Public Schools as of January 5, 2021 Budget Overview-16 Program: Education 1200 Minuteman Regional High School Town of Lexington, MA 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, 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. 10/1/2015 10/1/2016 10/1/2017 10/1/2018 10/1/2019 10/1/2020 High School Students 49.5 54 53.5 52 62 71 Post Graduate Students 2 1 1 1 4 0 Appropriated/Authorized Staffing: No Town staff are charged to this budget. Budget Recommendations The FY2022 recommended budget for the Minuteman Regional High School assessment is $3,130,038, an increase $266,891 or 9.32% from the FY2021 budget. Most of the increase is from debt service, much of which is from the new school building, which opened in September 2019. Overall, the assessment incorporates $927,892 in debt service, an increase of$217,983 or 30.7%. The annual assessment is broken out as follows - Category FY2019 FY2020 FY2021 FY2022 $ Change %Change Minimum Required Contribution $ 767,722 $ 799,005 $1,057,954 $1,156,993 $ 99,039 9.4% Transportation Assessment $ 67,089 $ 86,714 $ 83,516 $ 109,594 $ 26,078 31.2% Remaining Operating Assessment $ 810,755 $ 962,102 $1,011,769 $ 935,559 $ (76,210) (7.5)% Capital/Debt Service $ 476,851 $ 618,510 $ 709,909 $ 927,892 $ 217,983 30.7% Post-Graduate $ 3,800 $ 3,800 $ — $ — —% Total Assessment $2,126,217 j$2,470,131 j$2,863,147 j$3,130,038 $ 266,891 j 9.3% *Numbers may not add due to rounding. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 III-18 Program: Education 1200 Minuteman Regional High School Town of Lexington, MA Budget Summary: Funding Sources FY2019 FY2020 FY2021 FY2022 I Manager's FY2022 Dollar Percent Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $ 2,126,217 $ 2,470,131 $ 2,863,147 $ 3,130,038 $ — $ 3,130,038 $ 266,891 9.32% Total11 Minuteman $ 2,126,2172,470,131 :. 3,130,038 3,130,038 .. : Appropriation FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ — $ — $ — $ — $ — $ — $ — _% Expenses $ 2,126,217 $ 2,470,131 $ 2,863,147 $ 3,130,038 $ 3,130,038 $ 266,891 9.32% Total 112,470,13111 11 Level-Service FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Requests Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 1200 Minuteman $ 2,126,217 $ 2,470,131 $ 2,863,147 $ 3,130,038 $ - 1$ 3,130,038 $ 266,891 9.32% Total 112,470,13111 11 Object Code FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ — $ — $ — $ — $ — $ — $ — _% Overtime $ — $ — $ — $ — $ — $ — $ — —% Compensation $ — $ — $ — $ — $ — $ — $ — _ Contractual Services $ 2,126,217 $ 2,470,131 $ 2,863,147 $3,130,038 $ — $3,130,038 $ 266,891 9.32% Utilities $ — $ — $ — $ — $ — $ — $ — —% Supplies $ — $ — $ — $ — $ — $ — $ — —% Small Capital $ — $ — $ — $ — $ — $ — $ — —% Expenses $ 2,126,217 $ 2,470,131 $ 2,863,147 $ 3,130,038 $ — $ 3,130,038 $ 266,891 9.32% Total11 Minuteman $ 2,126,2172,470,131 :. 3,130,038 3,130,038 .. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 III-19 This Page In Intentionally Left Blank W � � « S /�� ®« . Section IV: Program 2000: Shared Expenses This section includes detailed information about the FY2022 Operating Budget & Financing Plan for shared expenses. It includes: • 2100 Employee Benefits IV-3 • 2200 Property & Liability Insurance IV-8 • 2300 Solar Producer Payments IV-10 • 2400 Debt Service IV-12 • 2500 Reserve Fund IV-14 • 2600 Public Facilities IV-17 FY2022 Town Manager's Preliminary Recommended Budget&Financing Plan January 11, 2021 IV-1 This Page In Intentionally Left Blank W � � « S � ®« . 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"stop 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 four employees are charged to the General Fund health insurance budget. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IV-3 Program: Shared Expenses 2100 Employee Benefits & Insurance Town of Lexington, MA Budget Recommendations: The FY2022 recommended All Funds Employee Benefits and Insurance budget is $39,994,422. This is a $1,896,354 or 4.98% increase from the FY2021 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, 2020. Chanaes Include: 1. A $731,963, or 10.95% increase in Contributory Retirement based on a funding schedule included in the January 1, 2020 actuarial valuation of the Lexington Retirement System. Of that amount, $400,000 is funded from Free Cash, which represents the increase from the 2020 Pension Revaluation. This schedule would result in full funding of the system's unfunded liability by 2028, given the current actuarial assumptions. 2. A $420 or 2.64% increase in Non-Contributory Retirement costs for employees receiving pensions awarded prior to the creation of the Contributory Retirement system. 3. A $(14,102) or (0.71)% decrease in the Town's contribution for the Medicare Tax based on FY2020 actual costs, projected FY2021 and FY2022 salaries and wages, new municipal positions, and historical rates of increase in this item. 4. A $1,243,175 or 4.60% increase in health insurance costs (General Fund). The FY2022 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 Town Manager's preliminary recommended budget includes benefits for new municipal positions. 5. A $(46,379) or (4.07)% decrease in dental insurance costs (General Fund) based on the anticipated level-funding of premium rates for FY2022, and the projected addition of municipal positions. 6. No increase in life insurance costs based on projected enrollments. 7. A $100,000 or 50.00% increase in unemployment insurance based on increased utilization as a result of the pandemic, which will likely carry into FY2022. 8. A $(125,000) or (14.29)% decrease in workers' compensation costs to a total of$750,000. As of June 30, 2020, this continuing appropriation account had a total balance of $2,020,625. In light of the fund balance, staff recommend a slight reduction in the appropriation for FY2022. A further analysis will be undertaken to determine the target fund balance in order to ensure that the Town has sufficient reserves for this self-funded expense. Further adjustments will likely be made in FY2023. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IV-4 Program: Shared Expenses 2100 Employee Benefits & Insurance Town of Lexington, MA Budget Summary - General Fund FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $31,693,527 $33,802,865 $ 37,196,996 $38,803,307 $ 33,903 $38,837,209 $1,640,214 4.41% Transfers from Enterprise Funds to General Fund(Indirects) $ 680,751 $ 708,643 $ 762,237 $ 611,775 $ - $ 611,775 $ (150,462) -19.74% Free Cash for Updated Pension Schedule $ - $ - $ - $ 400,000 $ - $ 400,000 $ 400,000 -% PEG Access Special Revenue Fund $ 4,665 $ 4,976 $ 5,250 1$ 5,575 $ FY2019 FY2020 FY2021 FY2022 Manager's I FY2022 Dollar Percent Appropriation Summary(General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 83,715 $ 80,546 $ 98,542 $ 115,083 $ - $ 115,083 $ 16,541 16.79% Expenses $32,295,227 $34,435,938 $ 37,865,941 $39,705,574 1$ 33,903 $39,739,476 $1,873,536 Total 00 Employee90 90 FY2019 I FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Level-Service Requests(General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 2110 Contributory Retirement $ 5,940,077 $ 6,334,436 $ 6,685,537 $ 7,417,500 $ - $ 7,417,500 $ 731,963 10.95% Total 2120 Non-Contributory Retirement 15 067 15,487 15,907 16,327 16,327 420 2.64% Subtotal-Retirement $ 5,955,144 $ 6,349,923 $ 6,701,444 $ 7,433,827 $ - $ 7,433,827 $ 732,383 10.937 Total 2130 Medicare $ 1,759,333 $ 1,851,593 $ 1,996,229 $ 1,980,122 $ 2,004 $ 1,982,126 $ (14,102) -0.71% Total 2130 Health Insurance $22,585,970 $24,133,417 $ 27,026,973 $28,239,297 $ 30,851 $28,270,148 $1,243,175 4.60% Total 2130 Dental Insurance $ 1,038,157 $ 1,072,635 $ 1,139,837 $ 1,092,411 $ 1,048 $ 1,093,459 $ (46,379) -4.07% Total 2130 Life Insurance $ 20,208 $ 21,571 $ 25,000 $ 25,000 $ - $ 25,000 $ - - Subtotal-Health/Life Benefits $25,403,668 $27,079,216 $ 30,188,039 $31,336,830 $ 33,903 $31,370,733 $1,182,694 3.92% Total 2140 Unemployment $ 137,751 $ 200,000 $ 200,000 $ 300,000 $ - $ 300,000 $ 100,000 50.00% Total 2150 Workers Compensation* $ 882 380 1$ 887,346 $ 875,000 $ 750,000 $ - $ 750,000 $ 125 000 -14.29% Subtotal-Other Employee Benefits $ 1,020,131 $ 1,087,346 $ 1,075,000 $ 1,050,000 $ - $ 1,050,000 $ (25,000) -2.33% FY2019 I FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Object Code Summary(General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 83,715 $ 80,546 $ 98,542 $ 115,083 $ - $ 115,083 $ 16,541 16.79% Overtime - - - - - - - Personal Services $ 83,715 $ 80,546 $ 98,542 $ 115,083 $ - $ 115,063 $ 16,541 16.797 Contractual Services $32,295,227 $34,435,938 $ 37,865,941 $39,705,574 $ 33,903 $39,739,476 $1,873,536 4.95% Utilities $ - $ - $ - $ - $ - $ - $ - - Supplies $ - $ - $ - $ - $ - $ - $ - - Small Capital - - - - - - - - Expenses $32,295,227 $34,435,938 $ 37,865,941 $39,705,574 $ 33,903 $39,739,476 $1,873,536 4.95% -----------------------------------------------------Budget Summary - Revolving Funds* FY2019 I FY2020 I FY2021 I FY2022 I Manager's FY2022 Dollar Percent Funding Sources I Actual Actual Estimate Projected Add/Del I Projected I Increase I Increase Directed Funding(Revolving Funds) $ 73,436 $ 119,250 $ 133,586 $ 139,863 $ - $ 139,863 $ 6,277 4.700 *Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4. FY2019 I FY2020 FY2021 FY2022 I Manager's I FY2022 Dollar Percent Level-Service Requests(Revolving Funds) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 2130 Health Insurance $ 69,867 $ 117,343 $ 129,199 $ 135,729 1 1$ 135,729 $ 6,530 Total 2130 Dental Insurance $ 3,569 $ 1,908 $ 4,387 $ 4,134 $ 4,134 $ (253) -------------------------------------------------------------- Budget Summary - All Funds FY2019 I FY2020 FY2021 FY2022 I Manager's I FY2022 Dollar Percent Appropriation Summary Actual Actual I Appropriation I Request Add/Del Mgr's Rec. I Increase Increase Compensation $ 83,715 1$ 80,546 $ 98,542 $ 115,083 $ - $ 115,083 $ 16,541 16.79% Expenses $32,368,663 $34,555,188 $ 37,999,527 1$39,845,437 1$ 33,903 $39,879,339 $1,879,813 FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 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 2020, the Town reached an agreement with the Public Employees Committee to remain in the GIC through FY2022. The table below displays an approximate distribution of health insurance costs for Municipal and School employees and Retirees. Table 1: Health Insurance Budget: FY2017 - FY2022 Increase FY2017 FY2018 FY2019 FY2020 Budgeted Projected FY2021to Actual Actual Actual Actual FY2021 FY2022 FY2022 Town (1) $ 3,825,356 $ 3,445,544 $ 3,666,464 $ 4,020,607 $ 4,560,020 $ 4,843,574 6.22 % School $10,914,892 $11,232,098 $11,963,065 $13,082,007 $14,774,482 $15,502,288 4.93 % Retirees $ 6,836,915 $ 6,790,042 $ 6,874,199 $ 6,952,538 $ 7,610,230 $ 7,815,172 2.69 % Total $21,577,163 $21,467,685 $22,503,728 $24,055,153 $26,944,732 $28,161,033 4.51 Mitigation Fund (2) --- $300,000 --- --- --- --- --- Medicare Part B $ 97,090 $ 88,628 $ 82,241 $ 78,264 $ 82,241 $ 78,264 (4.84)% Penalty(3) Net Budget Amount $21,674,253 1$21,856,313 $22,585,970 $24,133,417 $27,026,973 $28,239,297 4.49 % (1)Portion of salaries attributable to health insurance administration is inclusive in these figures. (2)Payment made to the Public Employee Committee(PEC)HPA Mitigation Fund to offset increasing co-pays and deductibles. (3)Medicare Part B Penalty is the penalty the Town must pay due to deferred migration of retirees from active plans to Medicare supplement plans. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IV-6 Program: Shared Expenses 2100 Employee Benefits & Insurance Town of Lexington, MA The table below shows the number of employees and retirees enrolled in the Town's health insurance program. Table 2: Health Insurance Enrollments FY2021 FY2022 Budget Budget Based on Actual Subscribers, plus Additional Projected Lives Actual Subscribers shown below Nov. 2016 Nov. 2017 Nov. 2018 Nov. 2019 Nov. 2020 Subscribers (FY2017) (FY2018) (FY2019) (FY2020) (FY2021) Municipal Individual 83 81 96 107 98 Family 178 176 164 168 171 subtotal 261 257 260 275 269 School Individual 333 336 356 350 358 Family 494 502 536 561 555 subtotal 827 838 892 911 913 Retirees 1,243 1,269 1,289 1 1,307 1,302 subtotal 2,331 2,364 2,441 1 2,493 2,484 Additional projected lives far budoet'purposes Position Vacancies Municipal 13 18 School 8 13 subtotal 21 31 Estimated Open Enrollment/ Qualifying Events(2) Individual 9 9 Family 27 27 Retirees 44 44 subtotal 80 80 totall 2,331 1 2,364 1 2,441 2,594 2,595 New Positions School(3) 3 0 Municipal (3) 3 2 Facilities Dept. 1 0 subtotal 7 2 Estimated Reduction in Subscribers Retirees I 1 1 (34) (34) totall 2,331 1 2,364 1 2,441 1 2,567 1 2,563 (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 Superintendent and Town Manager 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. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IV-7 Program: Shared Expenses 2200 Property & Liability Insurance Town of Lexington, MA Mission: To provide and manage a comprehensive property and liability management program for all property and equipment in the Town. Budget Overview: The property and liability management program consists of the following elements: • Property and Liability Insurance: The cost of premiums for policies that: (1) protect the Town against property loss and damage; (2) insure the Town's vehicles; and (3) cover the Town against liability claims. • Uninsured Losses: A continuing balance account for uninsured property losses, settlements and deductibles contained in various insurance policies. Authorized/Appropriated Staffing: A portion of the Deputy Town Manager's salary is charged to this line-item in recognition of the ongoing support provided. Budget Recommendations: The FY2022 overall recommendation for Property and Liability Insurance is $1,095,000, which is level- funded from the FY2021 appropriation. 1. Property and liability insurance is level-funded. Actual premium increases for FY2021 were less than projected during budget development due to a new procurement. For FY2022, the actual premiums for all coverage were increased by approximately 7.5%. 2. No funding increase in the budget for uninsured losses. The balance in this continuing balance account as of June 30, 2020, is $774,208. Due to the flood that damaged the Town Office building server room and other offices in February 2020, the fund was used extensively in FY2020. Insurance claims are still being processed, and Town Meeting may be asked to authorize transfers of some of those monies back into the fund. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IV-8 Program: Shared Expenses 2200 Property & Liability Insurance Town of Lexington, MA Budget Summary Funding Sources FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $ 951,458 $1,019,367 $ 1,061,904 $1,069,961 $ - $ 1,069,961 $ 8,057 0.76 Transfers from Enterprise Funds to General Fund(Indirects) $ 31,327 $ 32,113 $ 33,096 $ 25,039 $ - $ 25,039 $ (8,057) (24.34)0/( Total11 Property&Liability $1,051,480 1,095,000 $1,095,000 1,095,000 Insurance Appropriation Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 32,641 $ 35,090 $ 34,188 $ 36,338 $ - $ 36,338 $ 2,1501 6.29 Expenses $ 950,145 1$1,016,390 $ 1,060,812 1$1,058,662 $ - $ 1,058,662 $ (2,150) (0.20)0/. Total11 Property&Liability :. $1,051f480 1,095,000 $1,095,000 1,095,000 Insurance Level-Service Requests FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 2210 Property&Liability $ 732,786 $ 801,480 $ 845,000 $ 845,000 $ - $ 845,000 $ - - Insurance Y. Total 2220 Uninsured Losses $ 250,000 $ 250,000 $ 250,000 $ 250,000 $ - $ 250,000 $ - - Total11 Property&Liability982,786 1 :1 19 111 $1,095,000 1,095,000 Insurance Object Code Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 32,641 $ 35,090 $ 34,188 $ 36,338 $ - $ 36,338 $ 2,150 6.29 % Overtime $ - $ - $ - $ - $ - $ - $ - - Compensation $ 32,641 $ 35,090 $ 34,188 $ 36,338 $ - $ 36,338 $ 2,150 6.29 % Contractual Services $ 950,145 $1,016,390 $ 1,060,812 $1,058,662 $ - $ 1,058,662 $ (2,150) (0.20)% Utilities $ - $ - $ - $ - $ - $ - $ - - Supplies $ - $ - $ - $ - $ - $ - $ - - Small Capital - - - - - - - - Expenses $ 950,145 $1,016,390 $ 1,060,812 $1,058,662 $ - $ 1,058,662 $ (2,150) (0.20)9% Total 11 Property&Liability1 :1 1,095,000 $1,095,000 1,095,000 Insurance FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IV-9 Program: Shared Expenses 2300 Solar Producer Payments Town of Lexington, MA Mission: To provide obligated payments for the installation and operating costs of the solar array at the Hartwell Avenue Compost Facility. Budget Overview: For the solar arrays installed at the Hartwell Avenue Compost Facility, Eversource elected to reimburse the Town for the solar power generated via monthly payments, rather than issue a credit to the Town's electric bills. For the rooftop solar panels on Town and School buildings, that energy is credited in the monthly bill, thereby reducing utility costs at the Public Facilities Department. As a means of separately tracking the Hartwell Avenue arrangement, this budget division reflects: • Net Metering Credits: The revenues received from Eversource in return for solar power generated at Hartwell Avenue. Any excess revenues are deposited into the General Fund. • Solar Producer Payments: The annual amount paid to Syncarpha, the current owner of the solar panels, for the cost of construction and operating costs. Authorized/Appropriated Staffing: No direct staff is charged to this line-item. Staff support is provided through the Public Facilities, Town Manager and Finance departments. Budget Recommendations: The FY2022 overall recommendation for Solar Producer Payments is $390,000, which is a decrease of $(20,000) or (4.88)% from the FY2021 appropriation, and reflects recent spending levels in the account. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IV-10 Program: Shared Expenses 2300 Solar Producer Payments Town of Lexington, MA Budget Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del I Projected I Increase I Increase Tax Levy $(368,654) $(306,475) $ (260,000) $ (280,000) $ -1$ (280,000) $ (20,000)1 7.69 % Net-Metering Credits $ 720,493 1$ 691,986 $ 670,000 $ 670,000 $ - $ 670,000 $ -Total - 11 Solar ProducerPayments $ . 410,000 390,000 390,000 (20,000) FY2019 I FY2020 FY2021 FY2022 I Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ - $ - $ - $ - $ - $ - $ - -% Expenses $ 351,839 1$ 385,512 $ 410,000 $ 390,000 $ - $ 390,000 $ (20,000) (4.88)% Total 11 Solar ProducerPayments $ . 410,000 390,000 390,000 (20,000) FY2019 FY2020 FY2021 FY2022 I Manager's FY2022 Dollar Percent Level-Service Requests Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 2300 Solar Producer $ 351,839 $ 385,512 $ 410,000 $ 390,000 $ - $ 390,000 $ (20,000) (4.88)% Payments Total 11 Solar • .. 410,000 390,000 390,000 (20,000) Payments FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Object Code Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ - $ - $ - $ - $ - $ - $ - -% Overtime $ - $ - $ - $ - $ - $ - $ - -% Compensation -% Contractual Services $ - $ - $ - $ - $ - $ - $ - -% Utilities $ 351,839 $ 385,512 $ 410,000 $ 390,000 $ - $ 390,000 $ (20,000) (4.88)% Supplies $ - $ - $ - $ - $ - $ - $ - - Small Capital $ - $ - $ - $ - $ - $ - $ - - Expenses 351,839 385,512 T 4 00,000 1 390,000 - T 390,000 (20,000) (4.88)% Total11 Solar ProducerPayments $ . 410,000 390,000 390,000 (20,000) Summary of Townwide Solar Credits and Expenses FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 Actual Actual** Actual Actual Estimate Projection Rooftop Solar Bill Credits $ 279,665 $ 303,696 $ 333,329 $ 326,421 $ 291,500 $ 291,500 Rooftop PILOT* $ 30,000 $ 30,000 $ 30,000 $ 30,000 $ 30,000 $ 30,000 Rooftop Solar Payments $ (162,343) $ (157,038) $ (159,033) $ (173,254) $ (165,000) $ (165,000) Net Revenue subtotal $ 147,322 $ 176,658 $ 204,296 $ 183,167 $ 156,500 $ 156,500 Hartwell Solar Revenue $ 647,232 $ 720,493 $ 691,986 $ 670,000 $ 670,000 Hartwell PILOT* $ 55,400 $ 55,400 $ 55,400 $ 55,400 $ 55,400 Hartwell Annual Lease $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ 1,000 Hartwell Solar Payments $ (355,257) $ (351,839) $ (385,512) $ (410,000) $ (390,000) Net Revenue subtotal - 348,375 425,054 362,875, 316,400 336 400 Total Net Revenue $ 147,322 $ 525,033 $ 629,350 $ 546,042 $ 472,900 $ 492,900 *Per MA DOR,solar PILOTS(Payments in Lieu of Taxes)are deposited as Personal Property taxes rather than under a PILOT category of revenue. **FY2018 costs/revenue for Hartwell are not representative of a full year of operations. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IV-11 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 2021 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 managing debt service is provided through the Town Manager and Finance departments. Budget Recommendations: Total gross within-levy and Exempt debt service (before mitigation) is increasing by $(242,822), or (0.88)% compared to FY2021. Within-Levy debt service is increasing by $25,529, or 0.25%. The FY2022 within-levy debt service is recommended at $10,397,112, which is inclusive of$2,320,274 allocated to retire the final portion of the bond anticipation notes issued for the land purchases on Pelham Road and Bedford Street. The Town's target increase for net within-levy debt service is 5% per year, and any amount over that is recommended to be mitigated with a transfer from the Capital Stabilization Fund. For FY2022, net within-levy debt is $8,024,905, an increase of$303,452 or 3.93% from FY2021 budgeted amounts; therefore, a transfer from the Capital Stabilization fund is not needed to mitigate within-levy debt service in FY2022. Transfers may be needed in future years to mitigate within levy debt service related to the Center Streetscape project and Hartwell Avenue street improvements. FY2021 gross exempt debt service as reported on the FY2021 Tax Rate Recap $17,284,829, which was mitigated via a $4,600,000 transfer from the Capital Stabilization Fund. FY2022 gross exempt debt service is projected at $17,016,478, a decrease of $(268,351), or (1.55)% compared to FY2021 gross exempt debt service. FY2022 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 $3,000,000 of Capital Stabilization Funds be appropriated to offset exempt debt service in FY2022. It is notable that the authorized debt for the capital projects noted above has been mostly issued as of June 30, 2020. Exempt debt service peaks for these projects in FY2021, and both exempt debt service and related mitigation from the Capital Stabilization Fund will continue to decline until another project excluded from Proposition 21/2 is authorized and issued. The FY2022 proposed capital projects are described in greater detail in Section XI: Capital Investment in this Town Manager's Preliminary Recommended Budget and Financing Plan. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IV-12 Program: Shared Expenses 2400 Debt Service Town of Lexington, MA Budget Summary Funding Sources(All Funds) FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $19,578,715 $20,580,458 $ 22,809,732 $24,361,657 $ — $24,361,657 $ 1,551,925 6.80 Fund Transfers Capital Stab.Fund-Within Levy Debt $ 573,500 $ — $ — $ — $ — $ — $ — — Capital Stab.Fund-Exempt Debt $ 4,500,000 $ 5,200,000 $ 4,600,000 IS 3,000,000 $ — $ 3,000,000 1$(1,600,000) (34.78)% Cemetery Sale of Lots Fund $ 55,090 $ 64,380 $ 40,480 $ 51,933 $ — $ 51,933 1$ 11,4531 28.29 Betterments Fund $ 4,398 $ 16,000 1$ 6,200 $ —Is — $ —1$ (6,200) (100.00)° Visitors Center Stabilization Fund $ — $ — $ 200,000 1$ -is —is —IS (200,000) (100.00)° Total Debt 1 .61 : 91 91 1 Appropriation Summary FY2019 I FY2020 I FY2021 I FY2022 I Manager's FY2022 Dollar Percent (All Funds) Actual Actual Revised Request Add/Del Mgr's Rec. Increase Increase Compensation $ —Is —Is —Is —Is —Is —Is — — Expenses $24,711,703 $25,860,838 $ 27,656,412 1$27,413,590 1 TotalD-. - $24,711,703 .61 : 91 91 1 . Gross Within Levy Debt Service FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Revised Request Add/Del Mgr's Rec. Increase Increase Total 2410 Within-Levy Long-Term Principal* $ 6,037,364 $ 5,968,224 $ 6,292,000 $ 6,512,676 $ — $ 6,512,676 $ 220,676 3.51 % Total 2420 Within-Levy Long-Term Interest $ 1,062,802 $ 1,010,976 $ 1,101,674 $ 1,117,356 $ — $ 1,117,356 $ 15,682 1.42 Total 2430 Within-Levy Short-Term Principal $ 3,352,967 $ 2,275,366 $ 2,403,450 $ 2,320,274 $ 2,320,274 $ (83,177) (3.46)% Total 2430 Within-Levy Short-Term Interest $ 398,570 $ 278,018 $ 574,459 $ 446,806 $ — $ 446,806 $ (127,653) (22.22)% Total Gross Debt Service $10,851,7031 1 1 1 Net Within Levy Debt Service FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Revised Request Add/Del Mgr's Rec. Increase Increase Total 2410 Within-Levy Long-Term Principal* $ 6,037,364 $ 5,968,224 $ 6,292,000 $ 6,512,676 $ — $ 6,512,676 $ 220,676 3.51 Total 242D Within-Levy Long-Term Interest $ 1,062,802 $ 1,010,976 $ 1,101,674 $ 1,117,356 $ — $ 1,117,356 $ 15,682 1.42 Total 2430 Within-Levy Short-Term Borrowing $ 3,751,537 $ 2,553,384 $ 2,977,909 $ 2,767,079 $ — $ 2,767,079 $ (210,830) (7.08)% Funding Set-aside to Retire Note for Land $(3,050,000) $(2,234,614) $ (2,403,450) $(2,320,274) $ — $(2,32D,274) $ 83,176 (3.46)% Purchases Funding from Cemetery Sale of Lots/ :::]$ (59,488) $ (80,380) $ (246,680) $ (51,933) $ — $ (51,933) $ 194,747 (78.95)% Betterments/Visitors Center TotalD-• 8,024,905 8,024,905 $ 303,452 Use of Capital Stabilization Fund to hold debt service increases(net of projects funded with new revenue $ (573,500) $ — $ — $ T —Is —Is - - and the retirement of notes for land purchases)to 5%annually Total .. -. D-• 8,024,905 $ — $ 8,024,905 $ 303,452 Exempt Debt Service FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Revised Request Add/Del Mgr's Rec. Increase Increase Total Exempt Debt Service $13,860,000 1 1 Use of Capital Stabilization Fund to mitigate impact of excluded debt service on property tax bills $(4,500,000) $(5, ) $200,000 (4,600,000) $(3,000,000) $ — $(3,000,000) $ 1,600,000 (34.78)% ExemptNet Debt Service $ 9,360,000 1 1 10.50 Total • 1-•t Service-All Funds $24,711,703 .1 91 91 1 TotalDeb • 20,406,282 1. 1' 1' 1 8.01 *FY2018 thru FY2020 include additional funds to retire notes for 173 Bedford St.and 20 Pelham Rd.land purchases,detailed in the Funding Set-Aside line. In FY2021,those amounts are captured in Short-Term Principal. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IV-13 Program: Shared Expenses 2500 Reserve Fund Town of Lexington, Massachusetts Mission: To provide for extraordinary and unforeseen expenses. Budget Overview: The Reserve Fund is under the jurisdiction of the Appropriation Committee. Authorized/Appropriated Staffing: There is no direct staff charged to this line-item. Staff support is provided through the Town Manager and Finance departments. Budget Recommendations: The FY2022 recommendation for the Reserve Fund is $750,000, which is level-funded from the FY2021 appropriation. Notes: The FY2019 and FY2020 budgets for the Reserve Fund were $900,000 in each year. • In FY2019, no funds were transferred from the Reserve Fund. • In FY2020, $100,000 was transferred to the Fire Department to offset increases in spending due to the Town's response to the COVID-19 pandemic. For historical details regarding the amounts transferred and to which departments, please see the table in Appendix C, "Summary of Reserve Fund Transfers". FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 III-14 Program: Shared Expenses 2500 Reserve Fund Town of Lexington, Massachusetts Budget Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected I Increase I Increase Tax Levy $ — $ — $ 750,000 $ 750,000 1$ — $ 750,000 $ —I — Total 11 750,000 750,000 750,000 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ —Is —is —Is —Is — $ Expenses $ — $ — $ 750,000 $ 750,000 $ — $ 750,000 $ — — Total 11 750,000 750,000 750,000 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Level-Service Requests Actual Actual Appropriation I Request Add/Del Mgr's Rec. I Increase Increase Total 2500 Reserve Fund $ — $ — $ 750,000 $ 750,000 $ — $ 750,000 $ — — Total 11 750,000 750,000 750,000 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Object Code Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ — $ — $ — $ — $ — $ — $ — —% Overtime — — — — — — — —% Compensation $ - $ - $ - $ - $ - $ - $ - -% Contractual Services $ — $ — $ 750,000 $ 750,000 $ — $ 750,000 $ — — Utilities $ — $ — $ — $ — $ — $ — $ — — Supplies $ — $ — $ — $ — $ — $ — $ — — Small Capital $ — $ — $ — $ — $ — $ — $ — — Expenses $ — $ — $ 750,000 $ 750,000 $ — $ 750,000 $ — — Total 11 750,000 750,000 750,000 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 III-15 This Page In Intentionally Left Blank W � � « S /�� ®« . Program: Shared Expenses 2600 Public Facilities Town of Lexington, MA Mission: The mission of the Department of Public Facilities is to manage the efficient operation and maintenance of Town buildings, preserve the facility and equipment assets of the Town, and plan and implement capital improvements. This mission is accomplished by establishing appropriate services in support of building users, fostering continuous improvement in delivery of services, and by establishing a five-year capital plan in collaboration with the Permanent Building Committee and other Town committees. Budget Overview: The Department of Public Facilities (DPF) is responsible for the coordination and care of all Town-owned buildings inclusive of those under the control of the Town Manager, Library Trustees and School Committee. The primary areas of service include custodial care and cleaning, building maintenance and repair (including preventative maintenance), utilities, and landscaping and grounds (school buildings only). The DPF administrative staff develops and implements the maintenance programs that provide services for the Town buildings. In addition, the DPF Capital Budget and the Building Rental Revolving Fund are managed by DPF staff. Departmental Initiatives: 1. Continue renovations, additions and new construction at schools in support of increasing enrollments. 2. Support implementation of Town Public Safety projects. 3. Review results of Master Plan survey and incorporate into future capital plans. 4. Implement other priority projects. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IV-17 Program: Shared Expenses 2600 Public Facilities Town of Lexington, MA Appointing ALAIIOI-ity.'. Town Manager & S U pe rinte ri den t of schools, ..........................................................................E Director of PUTA Arrris�tant Director Pinoject IM a,nia;gein Office IM ain age r Fa IB=i��iunueein ssiis�taint.to tlhe Rte nitalProje�cts ciulty Pircrlect Mania Achninistrator LHS(Facility Manageiir ILHS Custodia,nua Facility Looin&nator SuIperinteindeint. Cu"at❑d'iiians u nuciupalll A 5sis;tant Cuustodiall Services MaintenanceIda c i I tiiie"a Su Ip e r i nteirrr d e int. Custodians A/V Techiniciain FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IV-18 Program: Shared Expenses 2600 Public Facilities Town of Lexington, MA Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 School Facilities 2610 Budget Budget Budget Request Maintenance Staff* 11 11 12 12 Custodian** 52 54 54 54 Subtotal FTE 63 65 66 66 Municipal Facilities 2620 Custodian*** 10 10 12 12 Subtotal FTE 10 10 12 127] Shared Facilities 2630 Director of Public Facilities 1 1 1 1 Assistant Director of Public Facilities 1 1 1 1 Superintendent of Custodial Services 1 1 1 1 Project Manager 1 1 1 1 Facility Superintendent 1 1 1 1 Facility Engineer 1 1 1 1 Event Manager 1 1 1 1 LHS Facility Manager 1 1 1 1 Office Manager 1 1 1 1 Admin.Asst. - Facility Coordinator 1 1 1 1 Admin.Asst. -Clerical/Rental Administrator 1 1 1 1 Municipal Assistant- Part time 0.5 0.5 0.5 0.5 Subtotal FTE 11.5 11.5 11.5 11.5 Notes: * FY2021 includes 1.0 additional maintenance staff person to address an increasing work load due to expanding the town's building footprint over the past decade. ** FY2020 include 2.0 additional staff for new LCP building (1.5)and (.5) Custodian for added sq ft. at Hastings Elementary School. *** FY2021 includes 2.0 additional staff for municipal custodians to absorb the contracted custodial expenses for the Town Office Building, Public Services Building, Cary Memorial Library and original Visitors Center with in-house staff, and expand coverage to include the Town Pool,Center Playground bathrooms and the new Visitors Center. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IV-19 Program: Shared Expenses 2600 Public Facilities Town of Lexington, MA Budget Recommendations: The FY2022 recommended All Funds Department of Public Facilities budget inclusive of the General Fund operating budget and the Building Rental Revolving Fund is $12,722,759. The recommended budget is a $175,561, or 1.40% increase from the FY2021 budget. The Department of Public Facilities FY2022 recommended General Fund operating budget, inclusive of the Education Facilities, Municipal Facilities and Shared Facilities divisions, is $12,153,365, which is a $162,975, or 1.36% increase from the FY2021 General Fund budget. The General Fund operating budget for Compensation is $6,178,714, and reflects a $186,975 or 3.12% increase, which provides contractually obligated and projected step increases and cost of living increases for the SEIU and AFSCME contracts that extend through June 30, 2021. The General Fund operating budget for Expenses is $5,974,651 and reflects a $(24,000), or (0.40)% decrease. This is a net change, reflecting a transfer of $48,000 to the Department of Public Works to fully maintain the bioretention basins at the schools, offset by an increase of$24,000 to more fully support landscape maintenance at school buildings. For FY2022, Utilities are level-funded. A project to add extensive solar panels to seven school buildings is currently underway, followed by the addition of batteries. The timing of both project phases is uncertain, as is the ultimate impact on electric bills. Staff recognize that there will be cost-savings once each phase is implemented, but the extent of the savings is unclear due to numerous unknown factors. There should be greater clarity during development of the FY2023 budget. The FY2022 Facilities Department recommended Building Rental Revolving Fund budget is $569,394, an increase of$12,586 or 2.26%, which is attributable to increases in wages, staff overtime and benefits charged to this account. Program Improvement Requests: None requested. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IV-20 Program: Shared Expenses 2600 Public Facilities Town of Lexington, MA Budget Summary - General Fund FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $10,715,019 1$11,075,948 $ 11,970,080 $12,180,153 1$ (48,000) $12,132,153 $ 162,073 1.35 % PEG Special Revenue Fund $ 17,701 $ 19,466 $ 20,310 $ 21,212 $ - $ 21,212 $ 902 4.44 % Total .11 . $10,732,720 $11,095,41411,990,390 $12,201,365111 Appropriation Summary FY2019 I FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 5,348,179 $ 5,672,548 $ 5,991,739 $ 6,178,714 $ - $ 6,178,714 $ 186,975 3.12 Expenses $ 5,384,540 $ 5,422,866 $ 5,998,651 $ 6,022,651 $ (48,000) $ 5,974,651 $ (24,000) (0.40) Total .11 . $10,732f720 $11,095,41411,990,390 $12,201,365111 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Program Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase 2610-Education Facilities $ 7,598,489 $ 7,938,774 $ 8,421,143 $ 8,582,697 $ (48,000) $ 8,534,697 $ 113,554 1.35 % 2620-Municipal Facilities $ 2,025,864 $ 1,987,953 $ 2,373,574 $ 2,388,449 $ - $ 2,388,449 $ 14,875 0.63 % 2630-Shared Facilities $ 1,108,367 $ 1,168,687 $ 1,195,673 $ 1,230,219 $ - $ 1,230,219 $ 34,546 2.89 % Total •11 • $10,732f720 $11,095,41411,990,390 $12,201,365111 Object Code Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 5,056,784 $ 5,378,169 $ 5,665,757 $ 5,845,430 $ - $ 5,845,430 $ 179,673 3.17 % Overtime 291,396 294 379 325,982 333,284 - 333,284 7 302 2.24 7% Personal Services $ 5,348,179 $ 5,672,548 $ 5,991,739 $ 6,178,714 $ - $ 6,178,714 $ 186,975 3.12 % Contractual Services $ 1,325,295 $ 1,509,275 $ 1,551,440 $ 1,575,440 $ (48,000) $ 1,527,440 $ (24,000) (1.55) Utilities $ 3,183,702 $ 3,122,259 $ 3,503,751 $ 3,503,751 $ - $ 3,503,751 $ - - % Supplies $ 730,467 $ 654,429 $ 800,860 $ 800,860 $ - $ 800,860 $ - - % Small Capital $ 145,076 $ 136,904 $ 142,600 $ 142,600 $ - $ 142,600 $ - - Expenses $ 5,384,540 $ 5,422,866 $ 5,998,651 $ 6,022,651 $ (48,000) $ 5,974,651 $ (24,000) (0.40)% Total .11 . $10,732f720 $11,095,41411,990,390 $12,201,365111 -------------------------------------------------Budget Summary - Non-General Funds FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected I Increase Increase Building Rental Revolving $ 568,656 $ 484,523 560,000 570,000 ° Fund $ $ $ - $ 570,000 $ 10,000 1.79 /o Total •11 • • .: . . 560,000 570,000 570,000 1 111 *PEG revenues are tied to spending. For overall revenue,see Select Board budget presentation. Appropriations Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Building Rental Revolving Fund $ 480,714 $ 445,126 $ 556,808 $ 569,394 $ - $ 569,394 $ 12,586 2.26 % Personal Services $ 277,837 $ 225,049 $ 340,814 $ 353,294 $ - $ 353,294 $ 12,480 3.66 % Expenses $ 188,550 $ 205,350 $ 198,000 $ 198,000 $ - $ 198,000 $ - I - % Benefits $ 14,327 $ 14,728 $ 17,994 Total .11 • . $ 480,714 $ 445f126 $ 556,808 ------------------------------------------------------------ Budget Summary - All Funds FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Ap propriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 5,626,016 $ 5,897,596 $ 6,332,553 $ 6,532,008 $ - $ 6,532,008 $ 199,455 3.15 % Expenses $ 5,573,090 $ 5,628,216 $ 6,196,651 $ 6,220,651 $ (48,000) $ 6,172,651 $ (24,000) (0.39) Benefits $ 14,327 $ 14,728 $ 17,994 $ 18,100 $ - $ 18,100 $ 106 0.59 % Total •11 • 1 '1 $ 12,547,198 $12,770,759 111 • $ 175f561 1.40 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IV-21 This Page In Intentionally Left Blank W � � « S /�� ®« . Section V: Program 3000: Public Works This section includes detailed information about the FY2022 Operating Budget & Financing Plan for the Department of Public Works (DPW). It includes: • 3000-3500 DPW Summary V-3 • 3100 DPW Administration & Engineering V-8 • 3200 Highway V-12 • 3300 Public Grounds V-16 • 3400 Environmental Services V-20 • 3600 Water Enterprise V-24 • 3700 Sewer Enterprise V-28 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-1 This Page In Intentionally Left Blank W � � « S /�� ®« . Program: Public Works 3000-3500 DPW Summary y Town of Lexington, MA Mission: The Department of Public Works is a professional team dedicated to enhancing the quality of life in Lexington and supporting the Town's core values. We make every effort to maximize the efficient, effective use of our resources in the support, maintenance and upkeep of the infrastructure, public lands and programs. We are committed to public safety and providing prompt, courteous, quality service to our customers and each other. Budget Overview: The Public Works program contains all DPW divisions. The services provided by Public Works include the maintenance, repair, and construction of the Town's infrastructure, roads, equipment, and property. The Department of Public Works is responsible for 284 lane miles of road, 154 miles of water mains, 34 miles of trunk sewer lines, 119 miles of street sewer lines, 4,700 catch basins, 160 pieces of equipment, 9 parks, 4 cemeteries, and the 5.5 mile-long Jack Eddison Memorial Bikeway. Public Works supports Town functions through the maintenance and repair of facilities such as playing fields, and the bikeway. This program also includes the Town's water and sewer operations, which function as separate enterprise funds and are shown in separate enterprise budgets. Along with the day-to-day duties of DPW staff, many are also actively involved or work with Town committees. Those committees include the Permanent Building Committee, the Tree Committee, the Center Committee, the Water and Sewer Abatement Board, the Capital Expenditures Committee, the Appropriation Committee, the Transportation Safety Group, the Bicycle Advisory Committee, Noise Advisory Group and the Recreation Committee. These, and other staff, also work collaboratively on internal committees and teams. Departmental Initiatives: 1. Coordinate Administrative and Operations functions to maintain a functionally efficient organization. 2. Continue working with Town committees to ensure sustained engagement of residents. 3. Ensure staff accessibility and participation for training and advancement opportunities. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-3 Program: Public Works 3000-3500 DPW Summary y Town of Lexington, MA Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 Budget Budget Budget Request Department Director of Public Works 1 1 1 1 Manager of Operations 1 1 1 1 Management Analyst 0.6 0.6 0.6 0.6 Office Manager 1 1 1 1 Department Account Assistant* 2.6 2.6 2.6 2.6 Department Assistant- Pub Grounds/ 1 1 1 1 Cemetery Department Lead Assistant 1 1 1 1 Town Engineer 1 1 1 1 Assistant Town Engineer 1 1 1 1 Senior Civil Engineer** 2 2 3 3 Engineering Assistant** 4 4 3 3 Engineering Aide 0.7 0.7 0.7 0.7 Supt. of Equipment, Highways& Drains 1 1 1 1 Highway Foreman 1 1 1 1 Crew Chief 6 6 6 6 Heavy Equipment Operators*** 12 13 13 13 Grader/Shovel Operator 1 1 1 1 Information Coordinator 1 1 1 1 Seasonal Laborer 1.7 1.7 1.7 1.7 Equipment Foreman 1 1 1 1 Mechanic 4 4 4 4 Superintendent of Public Grounds 1 1 1 1 Laborer-Truck Driver 1 1 1 1 Leadmen 7 7 7 7 Senior Arborist 2 2 2 2 Tree Climber 2 2 2 2 Cemetery Foreman 1 1 1 1 Departmentof Public WorksCompost Superintendent of Environmental Services 1 1 1 1 Compost Facility Foreman 1 1 1 1 Heavy Equipment Operators 2 2 2 2 Seasonal Laborer 0.7 0.7 0.7 0.7 Total FT/PT 61 FT/8 PT 62 FT/8 PT 62 FT/8 PT 62 FT18 PT Explanatory Notes *Full-time Dept.Account Assistant shown as 0.6 from General Fund; 0.4 is charged to Water/Sewer Enterprise. **A program improvement in FY2021 promoted an Engineering Assistant to Senior Engineer. ***New staff person added to Parks Division in FY2020 via a Program Improvement. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-4 Program: Public Works 3000-3500 DPW Summary y Town of Lexington, MA Budget Recommendations: The FY2022 recommended All Funds Public Works budget inclusive of the General Fund operating budget and the Burial Containers, Compost Operations, Lexington Tree Fund, Minuteman Household Hazardous Waste, and Regional Cache - Hartwell Avenue revolving funds is $12,747,248. The recommended budget is a $793,043, or 6.63% increase from the FY2021 budget. The FY2022 recommended Public Works General Fund operating budget is $11,528,143, which is a $722,506, or 6.69% increase from the FY2021 General Fund budget. The General Fund operating budget for Compensation is $4,695,200, and reflects a $362,735 or 8.37% increase, which is attributable to the cost of contractually obligated step increases and cost of living adjustments in the newly settled contract with Public Works staff. The General Fund operating budget for Expenses is $6,832,943 and reflects a $359,771 or 5.56% increase. Embedded in this increase are two Program Improvement Requests - the first will fund the expansion of the department's use of People GIS to more efficiently track hours worked by contractor and department staff during a snow storm; the second will provide $10,000 to enhance maintenance on the Minuteman Bike Path. In addition, $48,000 is transferred from the Department of Public Facilities to maintain bioretention basins on school properties. This amount completes the transfer that began in FY2021 for $39,500. The combined FY2022 recommended Revolving Fund budgets (see page V-7) are $1,219,105 which is a $70,537 or 6.14% increase from the FY2021 budget. Please see the division sections on the following pages for a detailed explanation of the FY2022 budget changes. 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 Bike Amenity Maintenance $ 10,000 $ — $ 10,000 $ 10,000 $ — $ 10,000 $ — People GIS Snow Ops Software $ 19,500 $ —Is 19,500 $ 19,500 $ —Is 19,500 $ — FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 V-5 Program: Public Works 3000-3500 DPW Summary y Town of Lexington, MA Budget Summary: Funding Sources(General FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Fund) Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $ 8,755,754 $ 8,444,629 $ 9,825,873 $10,576,245 $ 77,500 $10,653,745 $827,872 8.43 % Enterprise Funds(Indirects) $ 596,915 $ 595,723 $ 624,564 $ 519,198 $ - $ 519,198 $(105,366) -16.87 % Fees,Charges and Available Funds Parking Fund $ 72,900 $ 72,900 $ 72,900 $ 72,900 $ - $ 72,900 $ - -% Cemetery Trust $ 50,000 $ 50,000 $ 50,000 $ 50,000 $ - $ 50,000 $ - -% Cemetery Prep Fees $ 198,293 $ 182,405 $ 180,000 $ 180,000 $ - $ 180,000 $ - -% Misc. Charges for Service $ 353 $ 197 $ 200 $ 200 $ - $ 200 $ - - Licenses&Permits $ 75,992 $ 129,145 $ 52,100 $ 52,100 $ - $ 52,100 $ - - Appropriation Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 4,149,986 $ 4,165,247 $ 4,332,465 $ 4,695,200 $ - $ 4,695,200 $362,735 8.37 % Expenses $ 5,600,222 $ 5,309,752 $ 6,473,172 $ 6,755,443 $ 77,500 $ 6,832,943 $359,771 5.56 % Program Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 3110 Administration $ 628,440 $ 655,805 $ 676,339 $ 693,469 $ - $ 693,469 $ 17,130 2.53 % Total 3120 Town Engineering $ 854,111 $ 915,241 $ 998,334 $ 1,015,497 $ - $ 1,015,497 $ 17,163 1.72 % Total 3130 Street Lighting $ 255,867 $ 237,224 $ 230,262 $ 228,200 $ - $ 228,200 $ (2,062) -0.90 % Total 3210 Highway $ 1,269,181 $ 1,209,584 $ 1,482,865 $ 1,588,717 $ 48,000 $ 1,636,717 $153,852 10.38 % Total 3220 Equipment Maint. $ 709,252 $ 731,408 $ 789,013 $ 840,179 $ - $ 840,179 $ 51,166 6.48 % Total 3230 Snow Removal $ 1,338,630 $ 974,463 $ 1,459,612 $ 1,503,467 $ 19,500 $ 1,522,967 $ 63,355 4.34 % Total 3310 Parks $ 1,217,464 $ 1,261,614 $ 1,296,819 $ 1,426,075 $ 10,000 $ 1,436,075 $139,256 10.74 0/0 Total 3320 Forestry $ 427,495 $ 409,077 $ 502,460 $ 552,426 $ - $ 552,426 $ 49,966 9.94 Total 3330 Cemetery $ 304,376 $ 299,721 $ 361,344 $ 393,778 $ - $ 393,778 $ 32,434 8.98 Total 3410 Refuse Collection $ 947,750 $ 924,683 $ 952,423 $ 980,996 $ - $ 980,996 $ 28,573 3.00 Total 3420 Recycling $ 1,208,629 $ 1,213,048 $ 1,330,766 $ 1,478,817 $ - $ 1,478,817 $148,051 11.13 % Total 3430 Refuse Disposal $ 589,013 $ 643,130 $ 725,400 $ 749,022 $ - $ 749,022 $ 23,622 3.26 Object Code Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 3,633,107 $ 3,811,785 $ 3,934,798 $ 4,254,374 $ - $ 4,254,374 $319,576 8.12 % Overtime 516,879 353,462 397,667 440,826 - 440,826 43,159 10.85 % Personal Services $ 4,149,986 $ 4,165,247 $ 4,332,465 $ 4,695,200 $ - $ 4,695,200 $362,735 8.37% Contractual Services $ 4,111,695 $ 4,047,039 $ 4,760,014 $ 5,005,485 $ 72,500 $ 5,077,985 $317,971 6.68 % Utilities $ 400,639 $ 358,913 $ 456,008 $ 459,008 $ - $ 459,008 $ 3,000 0.66 % Supplies $ 1,019,395 $ 832,584 $ 1,160,650 $ 1,194,450 $ 5,000 $ 1,199,450 $ 38,800 3.34 % Small Capital $ 68,493 $ 71,216 $ 96,500 $ 96,500 $ - $ 96,500 $ - -% Expenses 1$5,600,222 $5,309,752 $ 6,473,172 $ 6,755,443 $ 77,500 J$ 6,832,943 $359,771 5.56 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-6 Program: Public Works 3000-3500 DPW Summary y Town of Lexington, MA .-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-Budget Summary - Revolving Funds* Funding Sources FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (Non-General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Regional Cache-Hartwell $ 22,112 $ 10,659 $ 20,000 $ 50,000 $ - $ 50,000 $ 30,000 150.00 % Avenue Lexington Tree Fund $ 67,650 $ 86,450 $ 45,000 $ 70,000 $ - $ 70,000 $ 25,000 55.56 % Burial Containers $ 45,815 $ 44,705 $ 50,000 $ 50,000 $ - $ 50,000 $ - - Compost Operations $ 564,474 $ 673,846 $ 793,449 $ 790,000 $ - $ 790,000 $ (3,449) -0.43 Minuteman Household Hazardous $ 121,401 $ 153,800 $ 250,000 $ 260,000 $ - $ 260,000 $ 10,000 4.00 Waste Funds *Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4. Appropriation Summary FY2019 I FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (Non-General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Regional Cache-Hartwell Avenue(3110) Expenses $ 13,479 $ 10,550 $ 20,000 $ 50,000 $ - $ 50,000 $ 30,000 1 150.00 % Tree Revolving Fund(3320) Expenses Is - $ 887 $ 45,000 $ 70,000 $ - $ 70,000 $ 25,000 1 55.56 % Burial Containers Revolving Fund(3330) Expenses $ 27,945 $ 29,690 $ 50,000 $ 50,000 $ - $ 50,000 $ - -% Compost Operations Rev. Fund(3420) $ 739,937 $ 824,841 $ 783,568 $ 789,105 $ - $ 789,105 $ 5,537 0.71% Compensation $ 308,268 $ 325,354 $ 328,300 $ 357,167 $ - $ 357,167 $ 28,867 8.79 Expenses $ 162,474 $ 211,938 $ 173,350 $ 188,700 $ - $ 188,700 $ 15,350 8.85 Benefits $ 52,336 $ 70,246 $ 76,361 $ 77,487 $ - $ 77,487 $ 1,126 1 1.47 Debt $ 216,859 $ 217,303 $ 205,557 $ 165,751 $ - $ 165,751 $ (39,806) -19.36 Minuteman Household Hazardous Waste(3420) Expenses $ 139,932 $ 133,954 $ 250,000 $ 260,000 $ - $ 260,000 $ 10,000 1 4.00 Total00 00 D• Funds ----------------------------------------------------------------- Budget Summary - All Funds Appropriation Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (All Funds) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 4,458,254 $ 4,490,600 $ 4,660,765 $ 5,052,367 $ - $ 5,052,367 $391,602 8.40 % Expenses $ 5,944,052 $ 5,696,770 $ 7,011,522 $ 7,374,143 $ 77,500 $ 7,451,643 $440,121 6.28 % Benefits(Revolving Funds) $ 52,336 $ 70,246 $ 76,361 $ 77,487 $ - $ 77,487 $ 1,126 1.47 % Debt Service(Revolving Fund) $ 216,859 $ 217,303 $ 205,557 $ 165,751 $ - $ 165,751 $ (39,806) -19.36 FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 V-7 Program: Public Works 3100 DPW Administration & Engineering Town of Lexington, MA Mission: This element of the budget provides executive direction and leadership to all aspects of the Department of Public Works (DPW) by promoting best management practices, administering Town policies and providing engineering support to other DPW divisions and Town departments. Budget Overview: DPW Administration includes Administration, Operations, Engineering and Street Lighting. DPW Administration Management staff plan, supervise, coordinate, schedule and direct the department's activities. Staff are responsible for preparing budgets, monitoring expenditures, developing bid specifications for DPW procurements, responding to citizens' questions and concerns, evaluating work performance, performing inspections, managing projects and scheduling work assignments. Staff also support various committees including the Permanent Building Committee, the Center Committee, the Capital Expenditures Committee, the Conservation Committee, the Energy Committee, the Bicycle Advisory Committee, the Tree Committee, and Sustainable Lexington. Division Initiatives: 1. Continue use of work order system to ensure efficient and effective customer response. 2. Collaborate across divisions to focus on reducing paper use throughout the organization and look for digital options for use and storage. 3. Continue to implement the NPDES program in a proactive, and cost efficient manner. 4. Continue improving the DPW asset management plan. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-8 Program: Public Works 3100 DPW Administration & Engineering Town of Lexington, MA ----------- Public:Works, Director ---------------------------- ------ ----------- ---------- -- -------------------- . 10anagerof r,anageym e n t Tavin Engineer ----------- affi.Manager Operatic,ns nalst ................................................................. --------------- ----- ---------- ----------- Lead Clerk ------------------------ Assist nkTDvin Department Engineer Accounting Clark ----- ---- --- ------------ -------------------------------- Depertmertal Clerks Senio r Civil Engineers -------------------------------- Engineering Engir eering A id e .............................................................................Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 Budget Budget Budget Request Element 3110: DPW Administration Director of Public Works 1 1 1 1 Manager of Operations 1 1 1 1 Management Analyst 0.6 0.6 0.6 0.6 Office Manager 1 1 1 1 Department Lead Assistant 1 1 1 1 Department Account Assistant* 2.6 2.6 2.6 2.6 Subtotal IFTE 7.2 7.2 7.2 7.2 Subtotal FT/PT 7 IFT/1 PT 7 FT/1 PT 7 FT/1 PT 7 FT/I PT Element 3120: Engineering Town Engineer 1 1 1 1 Assistant Town Engineer 1 1 1 1 Senior Civil Engineer" 2 2 3 3 Engineering Assistant" 4 4 3 3 Engineering Aide 0.7 0.7 0.7 0.7 Subtotal FTE 8.7 7.7 8.7 8.7 Subtotal FT/PT 7 FT/1 PT 8 FT/1 PT 8 FT/1 PT 8 FT/I PT Total IFTE 15.9 14.9 15.9 15.9 Total IFT/PT 14 IFT/2 PT 14 IFT/2 PT 14 IFT/2 PT 14 IFT/2 PT I FT Assistant split between DPW,Water&Sewer FY2021 reflects a program improvement request to promote an Engineering Assistant to Senior Engineer. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-9 Program: Public Works 3100 DPW Administration & Engineering Town of Lexington, MA Budget Recommendations: The FY2022 recommended All Funds Administration and Engineering budget, inclusive of the General Fund operating budgets for Administration, Engineering and Street Lighting, and the Regional Cache Revolving Fund which funds the operation of the cache - a repository of emergency equipment at the Hartwell Avenue compost facility for use by contributing member communities - is $1,987,166. The recommended budget is a $62,231 or 3.23% increase from the FY2021 budget. The recommended FY2022 Administration and Engineering General Fund operating budget is $1,937,166 which is a $32,231, or 1.69% increase from FY2021. Of this amount, $1,532,966 is for Compensation and reflects a $34,406 or 2.30% increase, which is attributable to the cost of contractually obligated step increases and cost of living adjustments. The recommended FY2022 Administration and Engineering General Fund operating budget for Expenses is $404,200 and reflects a $(2,175), or -0.54% decrease. This decrease is due to some small realignments in the Engineering expense budget and some nominal savings in the Street Lighting budget. It has taken longer than expected to finalize the paperwork with the utility for the LED Street Light conversion. Further savings will be incorporated in the FY2023 budget once the reduced electricity costs for the lights are reflected in the monthly bills, and a better projection of operating costs can be made. The FY2022 recommended Regional Cache Revolving Fund request is funded at $50,000, which is an increase of$30,000 from FY2021. The fund collects and spends fees paid by member towns for borrowing the equipment. Program Improvement Requests: None requested. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-10 Program: Public Works 3100 DPW Administration & Engineering Town of Lexington, MA Budget Summary: FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $1,256,566 $1,260,500 $ 1,413,750 $ 1,440,202 $ - $1,440,202 $ 26,452 1.87% Enterprise Funds(Indirects) $ 403,807 $ 416,727 $ 437,185 $ 442,964 $ - $ 442,964 $ 5,779 1.32% Fees&Charges Charges for Service $ 353 $ 197 $ 200 $ 200 $ - $ 200 $ - -% Licenses&Permits $ 75,992 $ 129,145 $ 52,100 $ 52,100 $ - $ 52,100 $ - -% Parking Fund $ 1,700 $ 1,700 $ 1,700 $ 1,700 $ - $ 1,700 $ - -% Total 11 . $1,738,418 $1,808,270 91 Appropriation Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $1,369,650 $1,413,455 $ 1,498,560 $ 1,532,966 $ - $1,532,966 $ 34,406 2.30% Expenses $ 368,768 $ 394,815 $ 406,375 $ 404,200 $ - $ 404,200 $ (2,175) -0.54% Total 11 . $1,738,418 $1,808,270 $ 1,904,935 $ 1,937,166 $ - $1,937,166 $ 32,231 1.69% FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Program Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 3110 DPW Administration $ 628,440 $ 655,805 $ 676,339 $ 693,469 $ - $ 693,469 $ 17,130 2.53% Total 3120 Engineering $ 854,111 $ 915,241 $ 998,334 $ 1,015,497 $ - $1,015,497 $ 17,163 1.72% Total 3130 Street Lighting $ 255,867 1$ 237,224 $ 230,262 $ 228,200 $ - $ 228,200 $ (2,062) -0.90% Total 11 . $1,738,418 $1f808f270 91' FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Object Code Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $1,366,643 $1,410,811 $ 1,484,062 $ 1,519,106 $ - $1,519,106 $ 35,044 2.36% Overtime 3,007 2,644 14,498 13,860 - 13,860 638 -4.400/a Personal Services $1,369,650 $1,413,455 $ 1,498,560 $ 1,532,966 $ - $1,532,966 $ 34,406 2.307 Contractual Services $ 229,599 $ 246,370 $ 230,575 $ 228,400 $ - $ 228,400 $ (2,175) -0.94% Utilities $ 111,479 $ 130,019 $ 112,400 $ 112,400 $ - $ 112,400 $ - -% Supplies $ 27,689 $ 18,165 $ 62,400 $ 62,400 $ - $ 62,400 $ - -% Small Capital - 261 1,000 1,000 - 1,000 - -% Expenses $ 368,768 $ 394,815 $ 406,375 $ 404,200.$ - $ 404,200 $ (2,175) -0.540/0 Total 11 . $1,738,418 $1f808f270 91' ------------------------------------------------------. Budget Summary - Revolving Funds* FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Appropriation Request I Add/Del Mgr's Rec. Increase Increase Regional Cache-Hartwell Ave. $ 22,112 $ 10,659 $ 20,000 $ 50,000 $ - $ 50,000 $ 30,000 150.00% Total 11 - Revolving Funds1 . 1 00 50,000 50,000 30,000 150.00% *Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4. FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Regional Cache-Hartwell Ave. Expenses $ 13,479 $ 10,550 $ 20,000 $ 50,000 $ - $ 50,000 $ 30,000 150.009/ Total 11 Revolving Funds10,550 20,000 50,000 50,000 30,000 150.00% ---------------------------------------------------------------. Budget Summary - All Funds FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $1,369,650 $1,413,455 $ 1,498,560 $ 1,532,966 $ - $1,532,966 $ 34,406 2.30% Expenses $ 382,247 1$ 405,365 $ 426,375 $ 454,200 $ - $ 454,200 $ 27,825 6.53% Total 11 -All Funds $1,751,897 $1f818f820 FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 V-11 Program: Public Works 3200 Highway Town of Lexington, MA Mission: The Highway Division maintains the town streets, sidewalks and stormwater infrastructure, providing for the safe movement of vehicular and pedestrian traffic. The Highway Division performs minor construction repairs, snow and ice operations for roadways and sidewalks, maintains all traffic signage, traffic markings and supervises contractual service providers that perform repairs, cleaning and maintenance work. In addition, the Equipment Maintenance Division ensures the Town's fleet is operational and well maintained by performing repairs, preventive maintenance and managing the fuel management program. Budget Overview: The Highway Division includes Highway Maintenance, Equipment Maintenance and Snow Removal. • Highway Maintenance is responsible for all public streets, sidewalks, town parking lots, drainage infrastructure and brooks, performing minor construction repairs, as well as maintaining all traffic signage and traffic markings. • Equipment Maintenance is responsible for the repair and preventive maintenance of 160 vehicles, rolling stock and equipment. • Snow Removal is responsible for removing snow and treating 155 miles of roads and 62 miles of sidewalks. The Highway Division staff works with and provides support to the Sidewalk and Center Committees. Division Initiatives: 1. Continue with the repair and replacement of regulatory signs from 2013 Retroreflectivity study. 2. Continue the drainage flushing program and meeting the MS4 permitting requirements. 3. Take proactive measures to clean and repair catch basins townwide. 4. Continue with sidewalk repair and preservation. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-12 Program: Public Works 3200 Highway Town of Lexington, MA Nbhc Works Director Manager of Operations Highways pericntendent Highway Foreman lnformati€n Eq4E'ipsrmneunt.Forermuare Coordinator Crew Chief Mechanic Heavy Equipment Grader-Shovel Truck Driver/ Operator Operator Laborer Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 Budget Budget Budget Request Element 3210: Highway Maintenance Supt. of Equipment, Highways&Drains 1 1 1 1 Highway Foreman 1 1 1 1 Crew Chief 2 2 2 2 Heavy Equipment Operator 5 5 5 5 Leadman 2 2 2 2 Grader/Shovel Operator 1 1 1 1 Information Coordinator 1 1 1 1 Seasonal Laborer 1 0.5 1 0.5 1 0.5 1 0.5 Subtotal FTE 13.5 13.5 13.5 13.5 Subtotal FT/PT 13 FT/1 PT 13 FT/1 PT 13 FT/1 PT 13 FT/i PT Element 3220: Equipment Maintenance Equipment Foreman 1 1 1 1 Mechanic 4 4 4 4 Subtotal FTE 5 5 5 5 Subtotal FT/PT 5 FT/0 PT 5 FT/0 PT 5 FT/0 PT 5 FT/0 PT FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-13 Program: Public Works 3200 Highway Town of Lexington, MA Budget Recommendations: The FY2022 recommended Highway budget inclusive of the Highway Maintenance, Equipment Maintenance and Snow Removal divisions is $3,999,863. The recommended budget is a $268,373, or 7.19%, increase from the FY2021 budget. The budget for Compensation is $1,495,155, and reflects an increase of$156,173 or 11.66%, which is attributable to the cost of contractually obligated step increases and cost of living adjustments in the newly settled contract with Public Works staff. The budget for Expenses is $2,504,708 and reflects a $112,200 or 4.69% increase which reflects the absorption of $48,000 from the Department of Public Facilities for clearing bioretention basins on school properties, and the addition of a recommended Program Improvement Request for $19,500 to fund expansion of the department's use of People GIS to more efficiently track hours worked by contractor and department staff during a snow storm. The guardrail replacement program started in FY2020, and the bicycle sharerow program initiated in FY2018, both continue in FY2022. 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 People GIS Snow Ops Software $ 19,500 $ — $ 19,500 $ 19,500 $ — $ 19,500 $ — FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 V-14 Program: Public Works 3200 Highway Town of Lexington, MA Budget Summary: FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $3,141,490 $2,756,367 $ 3,567,050 $3,784,929 $ 67,500 $3,852,429 $285,379 8.00% Enterprise Funds(Indirects) $ 104,373 $ 87,888 $ 93,240 $ 76,234 $ - $ 76,234 $ (17,006) -18.24% Fees&Charges Parking Fund $ 71,200 $ 71,200 $ 71,200 $ 71,200 $ - $ 71,200 $ - -% Total 11 Highway1. 91 11 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $1,373,290 $1,347,861 $ 1,338,982 $1,495,155 $ - $1,495,155 $156,173 11.66% Expenses $1,943,773 $1,567,594 $ 2,392,508 $2,437,208 $ 67,500 $2,504,708 $112,200 4.69% Total 11 Highway1. 91 11 Program Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 3210 Highway Maintenance $1,269,181 $1,209,584 $ 1,482,865 $1,588,717 $ 48,000 $1,636,717 $153,852 10.38% Total 3220 Equipment Maintenance $ 709,252 $ 731,408 $ 789,013 $ 840,179 $ - $ 840,179 $ 51,166 6.48% Total 3230 Snow Removal $1,338,630 $ 974,463 $ 1,459,612 $1,503,467 $ 19,500 $1,522,967 $ 63,355 4.34% Total 11 Highway1. 91 $3f932,363 $ 67,500 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Object Code Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $1,027,470 $1,099,287 $ 1,066,849 $1,191,917 $ - $1,191,917 $125,068 11.72% Overtime $ 345,820 $ 248,574 $ 272,133 $ 303,238 $ - $ 303,238 $ 31,105 11.43% Personal Services $1,373,290 $1,347,861 $ 1,338,982 $1,495,155 $ - $1,495,155 $156,173 11.66% Contractual Services $ 941,210 $ 760,662 $ 1,130,200 $1,161,900 $ 67,500 $1,229,400 $ 99,200 8.78% Utilities $ 221,933 $ 181,248 $ 269,908 $ 269,908 $ - $ 269,908 $ - -% Supplies $ 729,076 $ 563,623 $ 907,400 $ 920f400 $ - $ 920,400 $ 13,000 1.43% Small Capital 51 554 62,062 85,000 85 000 - 85,000 -I -% Expenses $1,943,773 $1,567,594 $ 2,392,508 1$2,437,208 $ 67,500 $2,504,708 $112,2001 4.69% Total 11 Highway16 • 91 $3f932f363 $ 67,500 $3,999,863 $268f373 •' FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-15 Program: Public Works 3300 Public Grounds Town of Lexington, MA Mission: The Public Grounds Division, working with other Town Departments, user groups and concerned citizens, supports various Town services and recreational opportunities that help to preserve the Town's green character and open spaces, and promote public safety. Through the Cemetery Division, it also serves bereaved families and provides well-maintained cemetery grounds. Budget Overview: The Public Grounds Division is comprised of the Parks, Forestry and Cemetery functions. • The Parks staff maintain 9 parks, 12 playgrounds, 28 conservation areas, 41 athletic fields, 12 school grounds, 4 tennis facilities, 3 historical sites, the pool and reservoir complexes as well as the Town's bicycle, fitness and conservation trails totaling approximately 630 acres. Lexington's athletic fields are used by many groups, which put excessive demands on these facilities. The new turf program has continued to make a marked improvement in the safety and playability of these fields. • The Forestry staff maintain approximately 10,000 street trees, an undetermined number of trees on Park and Conservation lands and numerous shrub bed plantings on park, cemetery, school and conservation properties and along right-of-ways. • The Cemetery staff is responsible for the administration and maintenance of four cemeteries including 21.5 acres in Westview, 6.9 acres in Munroe, 1.28 in Colonial and 0.5 acres in Robbins. Staff support the Recreation, Tree and Bicycle Advisory Committees. Division Initiatives: 1. Continue the implementation of a proactive park maintenance program to provide safe, well maintained, aesthetically pleasing parks, athletic fields and public ground areas. 2. Continue to improve two turf areas per year; Sutherland Field and Rindge Park are targeted for FY2022. 3. Continue to implement a proactive tree maintenance program to minimize hazard trees and provide safe, well-maintained, aesthetically pleasing parks, athletic fields and public ground areas. 4. Continue the GPS location of graves at Westview Cemetery and begin plans for the other cemeteries. 5. Oversee construction of the new cemetery building. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-16 Program: Public Works 3300 Public Grounds Town of Lexington, MA Public works Director Manager of CperatBotrs Superintendent of puisIic 6rotoocis Crevr Clhuef _...Crew ChiefY Cemetery rorennan Department�YY Assistant ... leadrnan Laborer Leadman I .rborust . . ..,... ,.. Miea�p EgWnrent v pos .. ...... tHea,,.,.,.,.,,y,,.,,pEgar.,,,,.,.,,p,,n'r,,,e,,rt.t,. ..».,.4'C eraa:oi..,......., .�„m..�,,.,.»,..,m..,..,».m.».,.�...M Ck erat¢r.� v ....»».».».... Lahoa'er,C,rMver Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 Element 3310: Parks Division Budget Budget Budget Request Superintendent of Public Grounds 1 1 1 1 Crew Chief 3 3 3 3 Leadman 4 4 4 4 Heavy Equipment Operator* 6 7 7 7 Laborer-Truck Driver 1 1 1 1 Subtotal FTE 15 16 16 16 Subtotal FT/PTJ 15 FT/0 PT 16 FT/0 PT 16 FT/0 PT 16 FT/0 PT Element 3320: Forestry Division Crew Chief 1 1 1 1 Senior Arborist 2 2 2 2 Laborer-Tree Climber 2 2 2 2 Seasonal Laborer 1 0.6 0.6 0.6 0.6 Subtotal FTE 1 5.6 5.6 5.6 5.6 Subtotal FT/PT 5 FT/2 PT 5 FT/2 PT 5 FT/2 PT 5 FT/2 PT Element 3330: Cemetery Division Cemetery Foreman 1 1 1 1 Leadman 1 1 1 1 Heavy Equipment Operator 1 1 1 1 Department Assistant 1 1 1 1 Seasonal Laborer 1 0.6 0.6 0.6 0.6 Subtotal FTE 1 4.6 4.6 4.6 4.6 Subtotal FT/PTJ 4 FT/2 PT 4 FT/2 PT 4 FT/2 PT 4 FT/2 PT Total FT/PT 24 FT/4 PT 25 FT/4 PT 2S FT14 PT 2S FT/4 PT *New staff person added in FY2020 as a Program Improvement. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-17 Program: Public Works 3300 Public Grounds Town of Lexington, MA Budget Recommendations: The FY2022 recommended All Funds Public Grounds budget inclusive of the General Fund operating budgets for the Parks, Forestry and Cemetery divisions and the Burial Containers and Lexington Tree Fund Revolving Funds is $2,502,279, which is a $246,656 or 10.94% increase over the FY2021 budget. The combined Parks, Forestry and Cemetery FY2022 recommended General Fund operating budget is $2,382,279 which is a $221,656 or 10.26% increase from the FY2021 General Fund budget. The combined Parks, Forestry and Cemetery General Fund operating budget for Compensation is $1,667,079 and reflects a $172,156 or 11.52% increase, which is attributable to the cost of contractually obligated step increases and cost of living adjustments in the newly settled contract with Public Works staff. The combined Parks, Forestry and Cemetery General Fund operating budget for Expenses is $715,200 and reflects a $49,500 or 7.44% increase, which includes a $10,000 program improvement to enhance maintenance of the Minuteman Bike Path, and various other adjustments to reflect actual operating costs. The combined FY2022 revolving fund budgets are funded at $120,000, an increase of $25,000. The increase is in the Lexington Tree Fund, which will fund a Tree Canopy survey requested by the Tree Committee. Program Improvement Requests: Request Recommended Salaries Benefits Salaries Benefits and (reflected in (reflected in Shared Total and Shared Not Description Expenses Expenses) Requested Expenses Expenses) Total Recommended Bike Amenity Maintenance $ 10,000 $ — $ 10,000 $ 10,000 $ — $ 10,000 $ — FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 V-18 Program: Public Works 3300 Public Grounds Town of Lexington, MA Budget Summary: FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $1,612,307 $1,646,900 $ 1,836,484 $2,142,279 $ 10,000 $ 2,152,279 $315,795 17.20% Enterprise Funds(Indirects) $ 88,735 $ 91,108 $ 94,139 $ - $ - $ - $(94,139) -100.00% Fees&Charges Cemetery Prep Fees $ 198,293 $ 182,405 $ 180,000 $ 180,000 $ -Is 180,000 Is -I -% Directed Funding Cemetery Trust $ 50,000 $ 50,000 $ 50,000 Is 50,000 $ - $ 50,000 $ - -% Total 11 . $1,949,335 $1f970f4132,160,623 10,000 1 Appropriation Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $1,407,046 $1,403,930 $ 1,494,923 $1,667,079 $ - $ 1,667,079 $172,156 11.52% Expenses $ 542,289 $ 566,482 $ 665,700 $ 705,200 $ 10,000 $ 715,200 $ 49,500 7.44% Total 11 . $1,949,335 $1,970f413 $ 2,160,6231 111 1 Program Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 3310 Parks Division $1,217,464 $1,261,614 $ 1,296,819 $1,426,075 $ 10,000 $ 1,436,075 $139,256 10.74% Total 3320 Forestry $ 427,495 $ 409,077 $ 502,460 $ 552,426 $ - $ 552,426 $ 49,966 9.94% Total 3330 Cemetery $ 304,376 $ 299,721 $ 361,344 $ 393,778 $ - $ 393,778 $ 32,434 8.98% Total 11 . $1,949,335 $1f970f413 .1 10,000 1 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Object Code Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $1,238,995 $1,301,688 $ 1,383,887 $1,543,351 $ - $ 1,543,351 $159,464 11.52% Overtime $ 168,051 $ 102,243 $ 111,036 $ 123,728 $ - $ 123,728 $ 12,692 11.43% Personal Services $1,407,046 $1,403,930 $ 1,494,923 $1,667,079 $ - $ 1,667,079 $172,156 11.52% Contractual Services $ 243,841 $ 284,660 $ 423,900 $ 442,600 $ 5,000 $ 447,600 $ 23,700 5.59% Utilities $ 67,226 $ 47,646 $ 73,700 $ 76,700 $ - $ 76,700 $ 3,000 4.07% Supplies $ 214,283 $ 225,283 $ 157,600 $ 175,400 $ 5,000 $ 180,400 $ 22,800 14.47% Small Capital 16,939 $ 8,893, 10,500 10,500, - 10,500 - -% Expenses $ 542,289 $ 566,482 $ 665,700 $ 705,200 $ 10,000 $ 715,200 $ 49,500 7.44% Total 11 . ••• 335 $1f970f413 $ 2,160,6231 111 $ 2,382,279 $221,656 10.26% -.-.-.-.-.-.-.---.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.- Budget Summary - Revolving Funds* FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Lexington Tree Fund $ 67,650 $ 86,450 $ 45,000 $ 70,000 $ - $ 70,000 $ 25,000 55.56% Burial Containers $ 45,815 $ 44,705 $ 50,000 $ 50,000 $ - $ 50,000 $ - -% Total 11 Revolving Funds111 120,000 120,000 111 *Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4. FY2019 I FY2020 FY2021 FY2022 I Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual JAppropriation Request Add/Del Mgr's Rec. Increase Increase Lexington Tree Revolving Fund Expenses I$ - $ 887 $ 45,000 $ 70,000 $ - $ 70,000 1$ 25,000 1 55.56% Burial Container Revolving Fund Expenses $ 27,945 $ 29,690 $ 50,000 $ 50,000 $ - $ 50,000 $ - -% Total 11 Revolving Funds1 111 120,000 120,000 111 -.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.---.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.- Budget Summary - All Funds FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $1,407,046 $1,403,930 $ 1,494,923 $1,667,079 $ - $ 1,667,079 $172,156 11.52% Expenses $ 570,234 $ 597,059 $ 760,700 $ 825,200 $ 10,000 $ 835,200 $ 74,500 9.79% Total 11 -All Funds $1,977,280 111 • 10,000 $ 2,502,2791 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-19 Program: Public Works 3400 Environmental Services Town of Lexington, MA Mission: The Environmental Services Division manages the solid waste, recyclables, yard waste and household hazardous products generated by households and municipal facilities. The Division also provides educational materials on ways to reduce solid waste, increase recycling and composting, and reduce the toxicity of the waste stream. Budget Overview: The Environmental Services Division includes Refuse Collection and Disposal, Recycling, Yard Waste and Appliance/Electronic Waste. Refuse collection is the curbside collection of non-recyclable residential solid waste and the separate collection of large appliances and yard waste. Recycling is the curbside collection of recyclable products, management of yard waste operations at the Hartwell Avenue Compost Facility, operation of the Minuteman Household Hazardous Products regional facility and curbside collection of televisions, computer monitors and other electronics (CRT's) and drop-off of corrugated cardboard. The Town entered into a 5-year contract for the collection of trash and recyclables with E. L. Harvey & Sons, Inc. beginning July 1, 2018. The Town is currently under contract with Wheelabrator in North Andover for refuse disposal through June 30, 2025. Division Initiatives: 1. Work with E.L.Harvey & Sons to implement a manual refuse and manual single stream collection service and oversee enforcement of mandatory recycling bylaw and State waste bans regulations. 2. Continue to support programs to divert organics from residential trash. Since May 2018, DPW has provided nearly 1,000 specialized green carts to residents participating in a food scraps program. Lexington Public Schools divert approximately 100 tons of organics throughout the school year. Since May 2019 residents have been able to recycle old clothes, shoes and related textiles using "pink" bags collected at the curb by Simple Recycling, Inc. Textile and food waste collection programs divert approximately 500 tons annually from disposal. 3. Continue to assess markets and pricing for compost, loam, leaf, bark mulch and yard waste disposal permits. 4. Continue to support Zero Waste activities and programs, to promote waste reduction programs at public events such as Discovery Day, community fairs and other events. 5. Complete implementation of DPW yard/compost facility operation's plan including gate installation, security and conservation improvements. 6. Explore and implement new revenue opportunities. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-20 Program: Public Works 3400 Environmental Services Town of Lexington, MA Public Works, Director LManager of tions �Super!ntencpe t of Environmental mental Selviices Compost Facility Foreman Heavy Equipment Seasonal Attendant Operators Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 Budget Budget Budget Request Element 3420: Recycling* (Compost Facility) Superintendent of Environmental Services 1 1 1 1 Compost Facility Foreman 1 1 1 1 Heavy Equipment Operator 2 2 2 2 Seasonal Attendant 0.7 1 0.7 1 0.7 1 0.7 Subtotal FTE 1 4.7 4.7 4.7 4.7 Subtotal FT/PT 4 FT/1 PT* i 4 FT/1 PT* i 4 FT/1 PT* 4 FT/1 PT* *The positions shown in Element 3420: Recycling are paid from the DPW Compost Revolving Fund. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-21 Program: Public Works 3400 Environmental Services Town of Lexington, MA Budget Recommendations: The recommended FY2022 All Funds Environmental Services budget inclusive of the General Fund operating budgets for the Refuse Collection, Recycling and Refuse Disposal divisions and the Compost Operations and Minuteman Household Hazardous Waste Program Revolving Funds is $4,257,940, which is a net $215,783 or 5.34% increase from the FY2021 budget. There is no Compensation in the Refuse Collection, Recycling and Refuse Disposal General Fund operating budget as all staff are funded within the Compost Operations Revolving Fund budget. The combined General Fund Refuse Collection, Recycling and Refuse Disposal operating budget for Expenses is $3,208,835 and reflects a $200,246 or 6.66% increase. The Refuse Collection expense budget is recommended at $980,996, a increase of$28,573 or 3.00%, and the Recycling expense budget is recommended at $1,478,817 an increase of $148,051 or 11.13%, both of which reflect the Town's contracts for refuse and recycling collections. The Recycling increase also reflects the current market for disposal of recycled materials, which has recently become unsettled, and is projected to increase by $110,000 or 38.19%. The Refuse Disposal expense budget is recommended at $749,022, an increase of$23,622 or 3.26%, attributable to a 3.26% or $2.54 increase in the Town's tipping fee per ton. Total refuse disposal tonnage for FY2022 is projected to be 9,300 tons. The FY2022 revolving fund budgets are recommended at $1,049,105, a $15,537 or 1.50% net increase. The Minuteman Household Hazardous Waste Program Revolving Fund is funded at $260,000, an increase of$10,000 or 4.00%, which reflects actual expenses. The Compost Operations Revolving Fund is recommended at $789,105, a $5,537 or 0.71% increase, which reflects actual expenses. Program Improvement Requests: None requested. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-22 Program: Public Works 3400 Environmental Services Town of Lexington, MA Budget Summary: FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy 1$2,745,392 1$2,780,861 1$ 3,008,589 1$3,208,835 $ - $ 3,208,835 1$200,246 1 6.66% Total11 • $2,745,392 $2,780,861 $ 3,008,5891' 835 $ - $ 3,208,835 $200,246 Appropriation Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ - $ - $ - $ - $ - $ - $ - -% Expenses $2,745,392 $2,780,861 $ 3,008,589 $3,208,835 $ - $ 3,208,835 $200,246 6.66% Total11 • $2,745,392 $2,780,861 $ 3,008,5891' 835 $ - $ 3,208,835 $200,246 Program Summary(General FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 3410 Refuse Collection $ 947,750 $ 924,683 $ 952,423 $ 980,996 $ - $ 980,996 $ 28,573 3.00 Total 3420 Recycling $1,208,629 $1,213,048 $ 1,330,766 $1,478,817 $ - $ 1,478,817 $148,051 11.13% Total 3430 Refuse Disposal $ 589,013 $ 643,130 $ 725,400 $ 749,022 $ - $ 749,022 $ 23,622 3.26% Object Code Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ - $ - $ - $ - $ - $ - $ - -% Overtime - - - - - - - -% Personal Services $ - $ - $ - $ - $ - $ - $ - -% Contractual Services $2,697,045 $2,755,348 $ 2,975,339 $3,172,585 $ - $ 3,172,585 $197,246 6.63% Utilities $ - $ - $ - $ - $ - $ - $ - -% Supplies $ 48,347 $ 25,514 $ 33,250 $ 36,250 $ - $ 36,250 $ 3,000 9.02% Small Ca ital $ - $ - $ - $ - $ - $ - $ - -% Expenses $2,745,392 1$2,780,861 $ 3,008,589 1$3,208,835 $ - $ 3,208,835 1$200,246 6.66% Total 11 • $2,745,392 $2,780,861 $ 3,008,5891' 835 $ - $ 3,208,835 $200,246 Budget Summary - Revolving Funds* ------------------------------------------------------ FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Compost Operations Rev. Fund $ 564,474 $ 673,846 $ 793,449 $ 790,000 $ - $ 790,000 $ (3,449) -0.43 Minuteman Haz.Waste Rev. Fund $ 121,401 $ 153,800 $ 250,000 $ 260,000 $ - $ 260,000 $ 10,000 4.00% Total11 - Revolving Funds $ 685,874 $ 827,6471' • $1,050,000 $ - $ 1,050,000 $ 6,551 1 . *Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4. FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compost Operations Rev.Fund $739,937 $824,841 $ 783,568 $789,105 $ - $ 789,105 $ 5,537 0.710/0 Compensation $ 308,268 $ 325,354 $ 328,300 $ 357,167 $ - $ 357,167 $ 28,867 8.79% Expenses $ 162,474 $ 211,938 $ 173,350 $ 188,700 $ - $ 188,700 $ 15,350 8.85% Benefits $ 52,336 $ 70,246 $ 76,361 $ 77,487 $ - $ 77,487 $ 1,126 1.47% Debt $ 216,859 $ 217,303 $ 205,557 $ 165,751 $ - $ 165,751 $(39,806) -19.36 Minuteman Haz.Waste Rev.Fund $139,932 $133,954 $ 250,000 $260,000 $ - $ 260,000 $10,000 4.00% Expenses $ 139,932 $ 133,954 $ 250,000 $ 260,000 $ - $ 260,000 $ 10,000 4.00 Total 11 Revolving Funds1 1 • 11,049,1051 --------------------------------------------------------------- Budget Summary - All Funds FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 308,268 $ 325,354 $ 328,300 $ 357,167 $ - $ 357,167 $ 28,867 8.79% Expenses $3,047,798 $3,126,753 $ 3,431,939 $3,657,535 $ - $ 3,657,535 $225,596 6.57% Benefits(Revolving Fund) $ 52,336 $ 70,246 $ 76,361 $ 77,487 $ - $ 77,487 $ 1,126 1.47% Debt Service(Revolving Fund) $ 216,859 $ 217,303 $ 205,557 $ 165,751 $ - $ 165,751 $(39,806) -19.36% Total11 . 1' 1 / FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-23 Program: Public Works 3600 Water Enterprise Town of Lexington, MA Mission: The Water/Sewer Division strives to enhance the quality of life in Lexington by providing quality drinking water, and ensuring the proper and safe discharge of our wastewater and by maintaining our commitment to improving the infrastructure. Budget Overview: The Water Division budget is comprised of Water Operations, Massachusetts Water Resources Authority (MWRA) purchases and indirect support from the General Fund. The Water Operations maintains and repairs the water system that delivers water to Lexington homes and businesses through 154 miles of water mains, 1,747 fire hydrants and two water towers that store 3.24 million gallons of water. The Town has a three-block inclining rate structure to encourage water conservation. As a customer uses more water, the water rate for the additional units increases. Customers are billed twice per year. The Town also sells water to the Town of Bedford at the MWRA wholesale rate plus an administrative fee. The MWRA provides water to Lexington and greater Boston. Indirect support from the General Fund reflects Water Enterprise Fund expenses (benefits, insurance and engineering support) that are appropriated in the General Fund. The Water Enterprise Fund, therefore, reimburses the General Fund for these expenses through an indirect cost transfer. In FY2022, the Water Enterprise Fund will contribute to the Other Post-Employment Benefits (OPEB) Trust Fund in a funding level that matches the contributions of the General Fund. Departmental Initiatives: 1. Continue with the Hydrant Maintenance Program. 2. Begin implementing the Automatic Meter Reading System (AMR). 3. Implement a valve/hydrant maintenance and/or backflow/cross connection program. 4. Continue to evaluate water usage, to move towards conservation efforts. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-24 Program: Public Works 3600 Water Enterprise Town of Lexington, MA Pubfic 'Forks Director Manager of operatiibns Water Superiinten ent Cirew GFnJef U'tiiillimty IEiiing Departmentainager Assistannt. La,boreirr Truclk IDr veer Heavy Equipment Leadman Operator Grader/SIhovei Leadrman Meter Reader Operator Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 Budget Budget Budget Request Superintendent of Water&Sewer 0.5 0.5 0.5 0.5 Utility Billing Manager 0.5 0.5 0.5 0.5 Crew Chief 2 2 2 2 Grader-Shovel Operator 1 1 1 1 Leadman/Cross Connector Inspector 2 2 2 2 Heavy Equipment Operator 4 4 4 4 Laborer-Truck Driver 1 1 1 1 Department Assistant 0.2 0.2 0.2 0.2 Total FT/PT 10 FT/3 PT 10 FT/3 PT 10 FT/3 PT i FT/3 PT FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-25 Program: Public Works 3600 Water Enterprise Town of Lexington, MA Budget Recommendations: The FY2022 recommended Water operating budget is $12,864,209, inclusive of indirect costs. The recommended budget reflects a $1,141,880 or 9.74% increase from the FY2021 budget. The budget for Compensation is $903,535, and reflects a $99,301 or 12.35% increase, which is attributable to the cost of contractually obligated step increases and cost of living adjustments in the newly settled contract with Public Works staff. The budget for Expenses is $514,300 which is an increase of$11,375, or 2.26% from FY2021, and is primarily due to an increase in professional development to support training and licenses for several new staff members. In FY2021, a new budget category of Cash Capital was initiated to begin to transition the ongoing water main replacement program to being funded directly by user charges instead of debt financing. This is the second year of an 11-year transition to move the entire $2,200,000 annual program to cash financing. In doing so, rate payers will save a considerable amount on interest costs in the long-term. The FY2022 recommendation for cash capital is $400,000. Debt service is recommended to increase by $39,559 or 3.09%. The preliminary MWRA Assessment is $8,807,039, which is a $800,640 or 10.00% increase from FY2021. The final assessment will be issued in June 2021. In FY2022, it is recommended that the Water Enterprise Fund continue contributing to the Other Post- Employment Benefits Trust Fund, which was initiated in FY2018. Indirect payments to the General Fund for those costs borne by the General Fund in support of water operations are projected at $918,245, a decrease of$(11,756) or (1.26)%. Program Improvement Requests: None requested. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-26 Program: Public Works 3600 Water Enterprise Town of Lexington, MA Budget Summary: FY2019 I FY2020 I FY2021 I FY2022 I Manager's FY2022 I Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected I Increase Increase Tax Levy $ -Is -Is -Is -Is -Is -Is - -% Enterprise Funds Retained Earnings $ 61,000 $ - $ - $ - $ - $ - $ - -% User Charges $10,621,644 $10,594,289 $ 11,414,329 $12,556,209 $ - $12,556,209 $1,141,880 10.00% Meter Charges $ 40,031 $ 44,896 $ 35,000 $ 35,000 $ - $ 35,000 $ - -% Investment Income $ 25,863 $ 17,931 $ 8,000 $ 8,000 $ - $ 8,000 $ - -% Fees&Charges $ 369,271 $ 399,794 $ 265,000 $ 265,000 $ -.$ 265,000 $ - -% Total .11 Water Enterprise1 11,056,910 19 19 $1f141,880 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 684,682 $ 660,929 $ 804,234 $ 903,535 $ - $ 903,535 $ 99,301 12.35% Expenses $ 395,107 $ 420f436 $ 502,925 $ 514,300 $ - $ 514,300 $ 11,375 2.26% Cash Capital $ - $ - $ 200,000 $ 400,000 $ 400,000 $ 200,000 100.00% Debt $ 1,436,995 $ 1,192,000 $ 1,278,770 $ 1,318,329 $ - $ 1,318,329 $ 39,559 3.090/( MWRA $ 7,128,006 $ 7,413,364 $ 8,006,399 $ 8,807,039 $ - $ 8,807,039 $ 800,640 10.000/, OPEB $ 9,089 $ 2,761 $ - $ 2,761 $ - $ 2,761 $ 2,761 -% Indirects $ 869,833 $ 894,573 $ 930,001 $ 918,245 $ - $ 918,245 $ (11,756) -1.260X Total .11 Water Enterprise $10,523,712 $10f584fO63 • 12,864,209 12,864,209 $1,141,880 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Program Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase 3610 Water Operations $ 2,516,784 $ 2,273,365 $ 2,585,929 $ 2,736,164 $ - $ 2,736,164 $ 150,235 5.81% 3620 MWRA $ 7,128,006 $ 7,413,364 $ 8,006,399 $ 8,807,039 $ - $ 8,807,039 $ 800,640 10.00% Cash Capital $ - $ - $ 200,000 $ 400,000 $ - $ 400,000 $ 200,000 100.00% OPEB $ 9,089 1$ 2,761 $ - $ 2,761 $ - $ 2,761 $ 2,761 -% Indirects $ 869,833 $ 894,573 $ 930,001 $ 918,245 $ - $ 918,245 $ (11,756) -1.26% Total .11 Water Enterprise1 1 1. 19 19 $1f141,880 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Object Code Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 555,297 $ 543,405 $ 639,292 $ 716,065 $ - $ 716,065 $ 76,773 12.01% Overtime 129 385 117,523 164 942 187,470 - 187,470 22 528 13.66% Personal Services $ 684,682 $ 660,929 $ 804,234 $ 903,535 $ - $ 903,535 $ 99,301 12.35% Contractual Services $ 164,645 $ 183,763 $ 260f625 $ 269,800 $ - $ 269,800 $ 9,175 3.52% Utilities $ 8,221 $ 18,143 $ 14,800 $ 17,000 $ - $ 17,000 $ 2,200 14.86% Supplies $ 207,114 $ 192,234 $ 202,500 $ 202,500 $ - $ 202,500 $ - -% Small Capital $ 15,127 $ 26,296 $ 25,000 $ 25,000 $ - $ 25,000 $ - -% Expenses $ 395,107 $ 420,436 $ 502,925 $ 514,300 $ - $ 514,300 $ 11,375 2.26% Cash Capital $ - $ - $ 200,000 $ 400,000 $ - $ 400,000 $ 200,000 100.00% Debt $ 1,436,995 $ 1,192,000 $ 1,278,770 $ 1,318,329 $ - $ 1,318,329 $ 39,559 3.09% MWRA $ 7,128,006 $ 7,413,364 $ 8,006,399 $ 8,807,039 $ - $ 8,807,039 $ 800,640 10.00% OPEB $ 9,089 $ 2,761 $ - $ 2,761 $ - $ 2,761,$ 2,761 -% Indirects $ 869,833 $ 894,573 $ 930,001 $ 918,245 $ - $ 918,245 $ (11,756) Total .11 Water Enterprise1 1 1. 19 19 $1,141,880 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-27 Program: Public Works 3700 Sewer Enterprise Town of Lexington, MA Mission: The Water/Sewer Division strives to enhance the quality of life in Lexington by providing quality drinking water, by ensuring the proper and safe discharge of wastewater and by maintaining our commitment to improving the infrastructure. Budget Overview: The Sewer Division budget is comprised of Wastewater Operations, Massachusetts Water Resources Authority (MWRA) purchases and indirect support from the General Fund. The Sewer Division maintains the wastewater system that serves 99 percent of Town residences and businesses through 34 miles of trunk lines, 119 miles of street lines and 10,326 service connections. There are also ten sewage-pumping stations operated by the Sewer Division. The Town has a three- block inclining rate structure to encourage conservation. Customer sewer usage is determined based on water usage over the same period, with the exception of meters dedicated to outdoor irrigation. The MWRA provides wastewater treatment to Lexington and greater Boston at the Deer Island treatment facility. Indirect support from the General Fund reflects Sewer Enterprise Fund expenses (benefits, insurance and engineering support) that are appropriated in the General Fund. The Sewer Enterprise Fund, therefore, reimburses the General Fund for these expenses through an indirect cost transfer. In FY2022, the Sewer Enterprise Fund is recommended to contribute to the Other Post-Employment Benefits (OPEB) Trust Fund in a funding level that matches the contributions of the General Fund. Departmental Initiatives: 1. Continue the pipe flushing program and root removal in all areas. 2. Work with the Water Enterprise Division in implementing the Automatic Meter Reading System (AMR). 3. Continue to educate the public on the costs and problems created by Inflow & Infiltration. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-28 Program: Public Works 3700 Sewer Enterprise Town of Lexington, MA Public Works Mrector Manager of Operations ]7ew,int Seweir Superintendent ------------ Crew G.,Imlief Utility BiliNng Heavy Equipm "t Department B"'ng Ut" Manager e Operator Assilstant -------------------Laborer/Truck Driver— ....................... Seasonat LaL7orer Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 Budget Budget Budget Request Supt. of Water&Sewer 0.5 0.5 0.5 0.5 Utility Billing Manager 0.5 0.5 0.5 0.5 Crew Chief 1 1 1 1 Heavy Equipment Operator 2 2 2 2 Department Assistant 0.2 0.2 0.2 0.2 Seasonal Assistant 0.4 0.4 0.4 0.4 Seasonal Laborer 0.3 0.3 0.3 0.3 Total FrE 4.9 4.9 4.9 4.9 Total Fr/PT 3 FT/5 PT 3 IFT/5 PT 3 Fr/5 PT 3 FT/5 PT FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-29 Program: Public Works 3700 Sewer Enterprise Town of Lexington, MA Budget Recommendations: The FY2022 recommended Sewer operating budget, inclusive of indirect costs, is $11,857,723, a $1,094,404 or 10.17% increase over the FY2021 budget. The budget for Compensation is $401,775 and reflects a $35,207 or 9.60% increase, which is attributable to the cost of contractually obligated step increases and cost of living adjustments in the newly settled contract with Public Works staff. The budget for Expenses is $454,650, an increase of $10,500 or 2.36%, which is due to cost increases for services to repair wastewater services to residents, video inspection of wastewater services when needed, plus cost increases to resurface roadways over repaired sewer services. In FY2021, a new budget category of Cash Capital was initiated to begin to transition the ongoing sanitary sewer main replacement program to being funded directly by user charges instead of debt financing. This is the second year of a 10-year transition to move the entire $1,000,000 annual program to cash financing. In doing so, rate payers will save a considerable amount on interest costs in the long-term. The FY2022 recommendation for cash capital is $200,000. Debt service is recommended to increase by $181,009 or 13.04%. The preliminary MWRA Assessment is $8,714,595, which is a $792,236 or 10.00% increase from FY2021. The final assessment will be issued in June 2021. In FY2022, it is recommended that the Sewer Enterprise Fund continue contributing to the Other Post- Employment Benefits Trust Fund, which was initiated in FY2018. Indirect payments to the General Fund for those costs borne by the General Fund in support of sewer operations are projected at $514,111, a decrease of$(27,552) or (5.09)%. Program Improvement Requests: None requested. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-30 Program: Public Works 3700 Sewer Enterprise Town of Lexington, MA Budget Summary: FY2019 I FY2020 I FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $ -Is -Is -Is -Is -Is -Is -I -% Enterprise Funds Retained Earnings $ - $ - $ - $ - $ - $ - $ - -% User Charges $ 9,459,236 $ 9,885,948 $ 10,401,319 $11,495,723 $ - $ 11,495,723 $1,094,404 10.52% Connection Fees $ 3,842 $ 695 $ - $ - $ - $ - $ - -% Investment Income $ 25,298 $ 14,259 $ 8,000 $ 8,000 $ - $ 8,000 $ - -% Fees&Charges $ 486,096 $ 514,538 $ 354,000 $ 354,000 $ - $ 354,000 $ - -% Total 11 Sewer Enterprise1 1 19 '1' 10.17% FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 208,773 $ 226,162 $ 366,568 $ 401,775 $ - $ 401,775 $ 35,207 9.60% Expenses $ 342,920 $ 284,781 $ 444,150 $ 454,650 $ - $ 454,650 $ 10,500 2.36% Cash Capital $ - $ - $ 100,000 $ 200,000 $ - $ 200,000 $ 100,000 100.00% Debt $ 1,134,396 $ 1,200,863 $ 1,388,579 $ 1,569,588 $ - $ 1,569,588 $ 181,009 13.04% MWRA $ 7,572,486 $ 7,837,139 $ 7,922,359 $ 8,714,595 $ - $ 8,714,595 $ 792,236 10.00% OPEB $ 4,085 $ 3,004 $ - $ 3,004 $ - $ 3,004 $ 3,004 -% Indirects $ 515,280 $ 532,094 $ 541,663 $ 514,111 $ - $ 514,111 $ (27,552) -5.09% Total 11 Sewer Enterprise9,777,940 1 1:' 1' 1 . • 1•' '1' 10.17% FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Program Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase 3710 Sewer Enterprise $ 1,686,089 $ 1,711,806 $ 2,199,297 $ 2,426,013 $ - $ 2,426,013 $ 226,716 10.31% 3720- MWRA $ 7,572,486 $ 7,837,139 $ 7,922,359 $ 8,714,595 $ - $ 8,714,595 $ 792,236 10.00% Cash Capital $ - $ - $ 100,000 $ 200,000 $ - $ 200,000 $ 100,000 100.00% OPEB $ 4,085 1$ 3,004 $ - $ 3,004 $ - $ 3,004 $ 3,004 -% Indirects $ 515,280 $ 532,094 $ 541,663 $ 514,111 $ - $ 514,111 $ (27,552) FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Object Code Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 185,666 $ 197,259 $ 290,542 $ 315,364 $ - $ 315,364 $ 24,822 8.54% Overtime 23,107 28,903 76,026 86,411 - 86,411 10 385 13.66% Personal Services $ 208,773 $ 226,162 $ 366,568 $ 401,775 $ - $ 401,775 $ 35,207 9.60% Contractual Services $ 126,961 $ 134,846 $ 196,900 $ 207,400 $ - $ 207,400 $ 10,500 5.33% Utilities $ 140,097 $ 108,424 $ 130,000 $ 130,000 $ - $ 130,000 $ - -% Supplies $ 60,736 $ 41,511 $ 103,250 $ 103,250 $ - $ 103,250 $ - -% Small Capital $ 15,126 $ - $ 14,000 $ 14,000 $ - $ 14,000 $ - -% Expenses $ 342,920 $ 284,781 $ 444,150 $ 454,650 $ - $ 454,650 $ 10,500 2.36% Cash Capital $ - $ - $ 100,000 $ 200,000 $ - $ 200,000 $ 100,000 100.00% Debt $ 1,134,396 $ 1,200,863 $ 1,388,579 $ 1,569,588 $ - $ 1,569,588 $ 181,009 13.04% MWRA $ 7,572,486 $ 7,837,139 $ 7,922,359 $ 8,714,595 $ - $ 8,714,595 $ 792,236 10.00% OPEB $ 4,085 $ 3,004,$ - $ 3,004 $ - $ 3,004,$ 3,004 -% Indirects $ 515,280 $ 532,094 $ 541,663 $ 514,111 $ - $ 514,111 $ (27,552) Total 11 Sewer Enterprise9,777,940 $10,084,043 $ 10,763,3191•' '1' 10.17% FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 V-31 This Page In Intentionally Left Blank W � � « S /�� ®« . Section VI: Program 4000: Public Safety This section includes detailed information about the FY2019 Operating Budget & Financing Plan for public safety. It includes: • 4100 Law Enforcement VI-3 • 4200 Fire & Rescue VI-8 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VI-1 This Page In Intentionally Left Blank W � � « S /�� ®« . Program: Public Safety 4100 Law Enforcement Town of Lexington, MA Mission: The Lexington Police Department provides public safety services to enhance the quality of life in Lexington. A team of dedicated police officers, detectives, dispatchers and support staff work in a coordinated manner to effectively intervene in emergencies, promote traffic safety, suppress crime, reduce fear and deliver services to the community through a variety of prevention, problem solving and law enforcement programs. Budget Overview: The Police Department is comprised of seven divisions: Administration, Patrol and Enforcement, Traffic Bureau, Investigations, Dispatch, Animal Control and Crossing Guards. In FY2020, the Police Department responded to 13,749 calls for service with 614 crimes investigated. The Administration division is comprised of 11 full-time and 4 part-time employees including: the Chief and two Captains who oversee administrative and operational functions including budget, planning, training, personnel administration, public affairs and policy development; four Lieutenants who each lead a workgroup consisting of patrol officers, dispatchers and a Sergeant providing 24/7 policing services; an administrative Sergeant who tends to the accreditation program as well as detail assignments and event planning; an office manager and clerk who handle records management, accounting and payroll; 6 cadets who provide administrative support; and a mechanic who purchases, equips and maintains the vehicle fleet and other specialized equipment. The Patrol and Enforcement division is comprised of 34 officers (29 patrol officers and five sergeants) responsible for responding to a variety of critical front-line services 24/7 including intervening in emergencies, promoting crime prevention and traffic safety as well as suppressing crime. The Traffic Bureau has one supervisor who oversees the Parking Enforcement Officer (PEO), one account clerk and eight parking lot attendants. Meter and parking enforcement in Lexington Center is done by the PEO while the parking lot attendants manage the public/permit parking lot on Meriam Street. The Traffic Bureau supervisor also manages the school crossing guard program. The Investigations division is supervised by a Detective Lieutenant who is assisted by the Sergeant Prosecutor and oversees six detectives responsible for investigation and prevention including: three major case detectives, a family services detective, a Community Resource Officer (CRO) and a School Resource Officer (SRO). The Dispatch division is comprised of ten civilian dispatchers responsible for directing the proper resources to nearly 14,000 service calls that require a police, fire or medical unit response. The Animal Control division entered into an agreement to share a full-time Animal Control Officer (ACO) with the Town of Bedford in October 2015, with 70%, or 27 hours per week allocated to Lexington. The ACO is an employee of the Town of Bedford, but will continue to work collaboratively with the Lexington Board of Health regarding animal related health issues. The School Crossing guard program has 17 part-time civilian members who cover 15 school crossings during the school year. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VI-3 Program: Public Safety 4100 Law Enforcement Town of Lexington, MA Departmental Initiatives: 1. Continue to identify and schedule training directly related to racial and social justice; work with community groups to ensure trust with the Police Department is at an elevated level. 2. Continue to support and work with the town regarding the construction of the a new police station at our current location. 3. With the anticipated retirement of the Chief in the summer of 2022, and two members of the command staff in 2020-2021, establish a succession plan which includes a more formalized and consistent executive development program that will continue to develop future leaders from within the Department. C hie f of Police Office Manager Captain ofCperations Captain of Administration .� .. . ES. ffic bureau Administrative rnm stratwe Detecthve Patrol Lieutenents pervsor Assistant Sea .er, Lieutenant Cn form ment Patrol Sergeants L9ispatchers Cet Pr.scfive Seegeant ..-.-.—t ftcer_.�.. ........... .—........-, __. ........_Prosecutor w_ "account ICayPatmlOfttcers .... AnumalContr0' �Det,,ch e Assistant '�� fa9a rr Cases Pa king Lot Nighut PatrraB Mechanic Ceteotiue At tend.nts Cffacers Far7ily Services Crossing Guards Cadets Detective . ,,,d, S.. .. .. Cchtiot Resource C ete olive Cora rnunittr Resource FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VI-4 Program: Public Safety 4100 Law Enforcement Town of Lexington, MA Authorized/Appropriated Staffing: FY2019 FY2020 FY2021 FY2022 Budget Budget Budget Request Chief 1 1 1 1 Captain of Operations 1 1 1 1 Captain of Administration 1 1 1 1 Administrative Sergeant 1 1 1 1 Lieutenants(Patrol) 4 4 4 4 Sergeants(Patrol) 5 5 5 5 Police Officers 29 29 29 29 Lieutenant(Detective) 1 1 1 1 Sergeant(Detective-Prosecutor) 1 1 1 1 Detectives; Major Case 3 3 3 3 Family Services Detective 1 1 1 1 School Resource Officer 1 1 1 1 Community Resource Officer 1 1 1 1 Cadets-6 part-time 3.06 3.06 3.06 3.06 Parking Enforcement Officer 1 1 1 1 Lead Dispatcher — — 1 1 Dispatcher 9 9 9 9 Office Manager 1 1 1 1 Traffic Bureau Supervisor 1 1 1 1 Administrative Assistant 1 1 1 1 Department Account Assistant 1 1 1 1 Mechanic 1 1 1 1 Animal Control - 1 part-time — — I — I — Parking Lot Attendants- 8 part-time 2.81 2.81 1 2.81 1 2.81 Crossing Guards- 17 part-time 3.69 3.69 3.69 3.69 50 Officers 50 Officers 50 Officers 50 Officers Overall staff changes from FY2019 to FY2022: FY2021 - Lead Dispatcher role reflects program improvement,funded via Enhanced 911 state grant. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VI-5 Program: Public Safety 4100 Law Enforcement Town of Lexington, MA Budget Recommendations: The FY2022 recommended Police Department budget is $8,235,057 which is a $196,499 or 2.44% increase from the FY2021 budget. The budget for Compensation is $7,209,908 and reflects an increase of $130,439 or 1.84%, which incorporates contractually obligated step and cost of living increases. FY2022 Compensation does not include any estimate of prospective cost of living increases for contracts expiring on or before June 30, 2021. Funds for prospective increases are captured in the Salary Adjustment account within the Town Manager's budget. The budget for Expenses is $1,025,149 and reflects an increase of$66,060 or 6.89%, which reflects a program improvement ($9,950) to enhance training for senior officers in light of expected retirements; increased costs ($14,750) for replacement of the department's portable radios, mobile radios, laptops and tablets; the addition of one hybrid cruiser to the fleet ($15,000 incremental increase); and increased uniform costs due to internal promotions as command staff retire over the coming year ($15,900). 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 Executive Development Program $ 9,950 $ — $ 9,950 $ 9,950 $ — $ 9,950 $ — Patrol Officer-Traffic $ 88,854 $ 17,238 $ 106,092 $ — $ — $ — $ 106,092 Enforcement FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 VI-6 Program: Public Safety 4100 Law Enforcement Town of Lexington, MA Budget Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $7,217,531 1$7,073,419 $ 7,515,658 1$7,694,207 1$ 9,950 $7,704,157 1$188,4991 2.51% Fees&Charges Fees $ 105,447 $ 113,811 $ 107,000 $ 115,000 $ - $ 115,000 $ 8,000 7.48% Fines&Forfeitures $ 189,845 $ 152,654 $ 101,000 $ 101,000 $ - $ 101,000 $ - -% Licenses&Permits $ 3,075 $ 3,188 $ 2,800 $ 2,800 $ - $ 2,800 $ - -% Parking Fund* $ 340,100 $ 312,100 $ 312,100 $ 312,100 $ - $ 312,100 $ - -% Total 11 Law Enforcement8,038,558 1 • 1 $8,235,057 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $6,933,132 $6,753,696 $ 7,079,469 $7,209,908 $ - $7,209,908 $130,439 1.840/( Expenses $ 922,866 $ 901,475 $ 959,089 $1,015,199 $ 9,950 $1,025,149 $ 66,060 6.890/u Total11 Law Enforcement8,038,558 1 • 1 $8,235,057 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Program Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 4110 Police Administration $ 1,817,207 $ 1,799,212 $ 1,760,509 $1,794,639 $ 9,950 $1,804,589 $ 44,080 2.50% Total 4120 Patrol&Enforcement $3,831,915 $3,604,027 $ 3,874,573 $4,001,304 $ - $4,001,304 $126,731 3.27% Total 4130 Traffic Bureau $ 480,068 $ 463,758 $ 473,896 $ 486,985 $ - $ 486,985 $ 13,089 2.76% Total 4140 Investigations $ 836,157 $ 870,040 $ 949,467 $ 958,461 $ - $ 958,461 $ 8,994 0.95% Total 4150 Dispatch $ 662,809 $ 699,122 $ 740,772 $ 738,222 $ - $ 738,222 $ (2,550) -0.34% Total 4160 Animal Control $ 62,663 $ 65,812 $ 67,008 $ 69,888 $ - $ 69,888 $ 2,880 4.30% Total 4170 Crossing Guards $ 165,178 $ 153,200 $ 172,333 $ 175,608 $ - $ 175,608 $ 3,275 1.90% Total11 Law Enforcement ••• $7,655,171 $ 8,038,5581 9,950 $8,235,057 •. '•• Object Code Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $5,385,922 $5,594,835 $ 6,149,573 $6,263,368 $ - $6,263,368 $113,795 1.85% Prior Year Retro Payments $ 198,167 $ - $ - $ - $ - $ - $ - -% Overtime 1 349 042 1,158,861 925,596 942 040 - 942,040 16,444 1.78% Personal Services $6,933,132 $6,753,696 $ 7,075,169 $7,205,408 $ - $7,205,408 $130,239 1.84% Contractual Services $ 360f386 $ 342,735 $ 395,900 $ 400f792 $ 9,950 $ 410,742 $ 14,842 3.75% Utilities $ 121,887 $ 108,729 $ 125,919 $ 128,487 $ - $ 128,487 $ 2,568 2.04% Supplies $ 212,304 $ 223,212 $ 198,381 $ 217,281 $ - $ 217,281 $ 18,900 9.53% Small Capital 228 289 226,7991$ 238,889 268,639 - 268,639 29,750 12.45% Expenses $ 922,866 $ 901,475 $ 959,089 1$1,015,199 $ 9,950 $1,025,149 $ 66,060 1 6.89% Total11 Law Enforcement8,034,258 1 .1 • 1 $8,230,557 *The Parking Meter Fund revenue reflects transfers from the Fund to the General Fund rather than actual revenue from parking permits,Depot Square lot fees, and meter revenue. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VI-7 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 two ambulances 24/7 at the Advanced Life Support (ALS) level. 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 support this division. Departmental Initiatives: 1. Implement additional modules of the Public Safety Software (inventory, vehicle maintenance). 2. Work on training and polices to safely navigate COVID-19 challenges 3. Develop an improved employee recruitment process to address diversity and retention. 4. Move into and continue work on new fire headquarters. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VI-8 Program: Public Safety 4200 Fire & Rescue Town of Lexington, MA F'ire Chief .. .. AssiistaiA AssiistarA Fire Chief Fire Chief Office Manager TraininrglE44 S OperatiansPPreventron S h iPft two mrrnnder Fire P reve ntio n Captain FKre insPetor Ass,istant AFT Per shift) ompi,ainy otfi�cer Lieutenant per s,h i ft Fire Fighters E NA T�Parameciic 4shift s,Q 1Vsd1ift Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2O22 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 44 1 44 1 44 1 44 Fire Prevention Assistant 0.86 0.86 0.86 0.86 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VI-9 Program: Public Safety 4200 Fire & Rescue Town of Lexington, MA Budget Recommendations: The FY2022 recommended Fire Department budget is $7,769,310. The recommended budget is a $271,076 or 3.62% increase from the FY2021 budget. The recommended budget for Compensation is $7,047,201, and reflects an increase of $246,649 or 3.63% from the FY2021 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 $722,109 and reflects a net increase of $24,427 or 3.50%, which includes increases in maintenance costs ($10,000) for fire apparatus, ambulance and fleet vehicles; a new program ($7,500) to replace the department's portable two-way radios which are nearing the end of their useful life; and continuation of an online training program ($5,840) begun during the COVID-19 pandemic. Program Improvement Requests: None requested. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VI-10 Program: Public Safety 4200 Fire & Rescue Town of Lexington, MA Budget Summary FY2019 I FY2020 I FY2021 I FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $5,466,384 $5,840,461 $ 6,139,559 1$6,350,635 1$ - $ 6,350,635 1$211,076 3.44% Fees&Charges Ambulance Fees $1,378,482 $1,321,540 $ 1,280,000 $ 1,340,000 $ - $ 1,340,000 $ 60,000 4.690 Fire Department Fees $ 34,050 $ 32,850 $ 33,675 $ 33,675 $ - $ 33,675 $ - -% Licenses&Permits $ 60,380 $ 55,480 $ 45,000 $ 45,000 $ - $ 45,000 $ - -% Total 11 1 1 1 $271,076 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $6,307,031 $6,645,325 $ 6,800,552 $7,047,201 $ - $ 7,047,201 $246,649 3.63% Expenses $ 632,264 $ 605,006 $ 697,682 $ 722,109 $ - $ 722,109 $ 24,427 3.50% Total 11 1 1 1 $271,076 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Program Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 4210 Fire Administration $ 538,955 $ 470,901 $ 558,017 $ 582,730 $ - $ 582,730 $ 24,713 4.43% Total 4220 Fire Prevention $ 202,477 $ 228,785 $ 234,549 $ 240,605 $ - $ 240,605 $ 6,056 2.58% Total 4320 Fire Suppression $6,003,261 $6,382,277 $ 6,498,668 $6,728,204 $ - $ 6,728,204 $229,536 3.53% Total 4240 Emergency Medical $ 190,540 $ 164,206 $ 201,000 $ 211,771 $ - $ 211,771 $ 10,771 5.36% Services Total 4250 Emergency $ 4,063 $ 4,161 $ 6,000 $ 6,000 $ - $ 6,000 $ - -% Management Total 11 1 1 1 $271,076 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Object Code Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $4,961,724 $5,624,935 $ 5,890,552 $6,075,937 $ - $ 6,075,937 $185,385 3.15% Overtime $1,345,307 1,020f390 910,000 971,264 - 971,264 61,264 6.73% Personal Services $6,307,031 $6,645,325 $ 6,800,552 $7,047,201 $ - $ 7,047,201 $246,649 3.63% Contractual Services $ 269,309 $ 287,580 $ 311,300 $ 336,304 $ - $ 336,304 $ 25,004 8.03% Utilities $ 56,779 $ 52,053 $ 63,189 $ 67,890 $ - $ 67,890 $ 4,701 7.44% Supplies $ 224,570 $ 263,943 $ 213,685 $ 217,415 $ - $ 217,415 $ 3,730 1.75% Small Capital 81,606 1 429 109,508 100,500 - 100,500 (9,008 -8.23% Expenses $ 632,264 $ 605,006 $ 697,682 $ 722,109 $ - $ 722,109 $ 24,427 3.50% Total11 . • • •• $7f25Of331 $ 7,498,2347,769,310 7,769,310 $271,076 3.62% FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VI-11 This Page In Intentionally Left Blank W � � « S /�� ®« . Section VII: Program 5000: Culture & Recreation This section includes detailed information about the FY2022 Operating Budget & Financing Plan for culture & recreation services. It includes: • 5100 Cary Memorial Library VII-2 • 5200 Recreation and Community Programs VII-7 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VII-1 Program: Culture & Recreation 5100 Cary Memorial Library Town of Lexington, MA Mission: The Cary Memorial Library's mission is to ignite curiosity, engage minds, and connect our community. Budget Overview: Cary Memorial Library is comprised of three divisions: Administration and General Services, Adult Services, and Youth Services. • Administration and General Services includes the administrative staff as well as the supply, equipment, and Minuteman Library Network membership costs. • Adult Services includes all adult library, technology, and bibliographic services staff as well as adult books and audiovisual materials. • Youth Services includes all children's library staff and also includes library materials for children and teens. Departmental Initiatives: Our Guiding Principles 1. Books, information, and so much more: We continue our 150-year-long tradition of providing books and other materials that reflect the needs and interests of Lexington residents. Though much has changed since our doors first opened in 1869, our essential function remains the same - to bring the world of information and ideas to you. 2. At the intersection of learning, making, and play: In recent years, educational research has increasingly shown that we learn best through experience - by making mistakes and trying again. In furthering this effort, we are expanding these types of learning opportunities, giving you more chances to build, create and play. 3. A place that works for everyone: We value the rich diversity of our community, and our commitment to equitable service for all is unwavering. Efforts to identify and remove barriers to access are ongoing - we are a work in progress. 4. With opportunities for human connection: In a world where technology is ever-present, we are committed to fostering human interactions. Sometimes that is as simple as providing comfortable chairs for a serendipitous meeting between old friends. Other times it takes the shape of an elaborate event with community partners and hundreds of guests. Large and small, these moments, shared among neighbors, strengthen the social fabric of Lexington. 5. A future as vibrant as our past: With more than a half million visitors each year, Cary Library is a cherished community asset and a source of civic pride. Stewardship of this resource requires equal attention to preservation and transformation. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VII-2 Program: Culture & Recreation 5100 Cary Memorial Library Town of Lexington, MA Li bra ry T ru:ste es, ;k Li brarY DIredo r ki. office ana er Deputy Director anti Hear, af'IT .. .,_. H ea d of v"cutli H ea rt of AduIt Librarian II Services, Services, Librarian II LibraryTechnicians� � Librarian 11 LihrarVTechnicians ....... ....... ........ ....... _., ......... ........ ......_.,r Librarian 1 � � Pa rt-time Staff Librarian I Part-time Staff ��,.� �mm �, �mm Li bra rYA ,rciate �� � LibrarVAssai�rate �w Authorized/Appropriated Staffing: FY2019 FY2020 FY2021 FY2022 Budget Budget Budget Request Library Director 1.0 1.0 1.0 1.0 Deputy Director/Head of Technology 1.0 1.0 1.0 1.0 Office Manager 1.0 1.0 1.0 1.0 Head of Adult Services 1.0 1.0 1.0 1.0 Head of Youth Services 1.0 1.0 1.0 1.0 Librarian 1 5.0 5.0 5.0 5.0 Librarian 11 5.0 5.0 5.0 5.0 Library Associates 7.0 7.0 7.0 7.0 Library Technicians* 3.1 3.5 2.8 2.8 Library Technician II* 7.0 7.0 8.0 8.0 Adult Pages 1.6 1.6 1.6 1.6 Student Pages 1.1 1.1 1.1 1.1 Seasonal/Sunday Substitutes As Needed As Needed As Needed As Needed *A Program Improvement in FY2020 added hours to cover the Teen Room,resulting in an increase of 0.38 FTE. In FY2021,a program improvement transitioned a part-time Technician to a full-time Technician II. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VII-3 Program: Culture & Recreation 5100 Cary Memorial Library Town of Lexington, MA Budget Recommendations: The FY2022 recommended General Fund Library budget is $3,106,143, which is a $146,717 or 4.960/0 increase from the FY2021 budget. The General Fund operating budget for Compensation is $2,475,402, and reflects a $102,885 or 4.34% increase, which incorporates contractually obligated step increases and cost of living increases. The General Fund operating budget for Expenses is $630,741 and reflects a $43,832 or 7.47% increase, which is primarily driven by increases for supplies and materials and contractual services. To retain certification by the Massachusetts Board of Library Commissioners, the Library must expend the equivalent of 13 percent of its annual municipal appropriation on materials. Prior to FY2016, the Town's appropriation had been less than one-half of this required amount, with the balance coming from the Library Foundation and Friends of the Library. In FY2016, the Town approved a program improvement request that substantially closed this funding gap. In FY2021, a program improvement added funding to the materials budget to achieve 100% funding, which is continued in FY2022. This was precipitated by a change in the Minuteman Library Network renewal policy, which will automatically renew overdue materials, if available, and is expected to dramatically reduce revenues from fines which were primarily used for materials costs. Program Improvement Requests: None requested. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VII-4 Program: Culture & Recreation 5100 Cary Memorial Library Town of Lexington, MA Budget Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected I Add/Del I Projected I Increase I Increase Tax Levy $ 2,675,355 1$ 2,736,466 $ 2,959,426 1$ 3,106,143 1$ - $ 3,106,143 $146,717 1 4.96% FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 2,211,884 $ 2,265,546 $ 2,372,517 $ 2,475,402 $ - $ 2,475,402 $102,885 4.34% Expenses $ 463,471 $ 470,920 $ 586,909 $ 630,741 $ - $ 630,741 $ 43,832 7.47% Total 11 Library1. 1. Program Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 5110 Admin.&General $ 489,228 $ 493,941 $ 522,271 $ 545,250 $ - $ 545,250 $ 22,979 4.40% Services Total 5120 Adult Services $ 1,590,929 $ 1,565,355 $ 1,653,126 $ 1,679,557 $ - $ 1,679,557 $ 26,431 1.60% Total 5130 Youth Services $ 595,198 $ 677,170 $ 784,029 $ 881,336 $ - $ 881,336 $ 97,307 12.41% Total11 Library $ 2,675,355 • '•• $ 2,959,426 $ 3,106,14316 '• ' ••% Object Code Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 2,127,714 $ 2,223,069 $ 2,311,516 $ 2,412,373 $ - $ 2,412,373 $100,857 4.36% Prior Year Retro Payments $ 24,585 $ - $ - $ - $ - $ - $ - -% Overtime(Sunday Premium $ 59,585 $ 42,477 $ 61,001 $ 63,029 $ - $ 63,029 $ 2,028 3.32% Personal Services $ 2,211,884 $ 2,265,546 $ 2,372,517 $ 2,475,402 $ - $ 2,475,402 $102,885 4.34016 Contractual Services $ 112,361 $ 121,295 $ 127,786 $ 143,734 $ - $ 143,734 $ 15,948 12.48% Utilities $ 7,160 $ 8,153 $ 7,700 $ 8,200 $ - $ 8,200 $ 500 6.49% Supplies $ 320,227 $ 313,613 $ 411,423 $ 438,807 $ - $ 438,807 $ 27,384 6.66% Small Capital $ 23,723 $ 27,859 $ 40,000 $ 40,000 $ - $ 40,000 $ - -% Expenses $ 463,471 $ 470,920 $ 586,909 $ 630,741 $ - $ 630,741 $ 43,832 7.47% Total11 Library $ 2,675,355 • '•• $ 2,959,426 $ 3,106,14316 '• ••' FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VII-5 This Page In Intentionally Left Blank W � � « S /�� ®« . Program: Culture &Recreation 5200 Recreation & Community Programs Town of Lexington, MA Mission: The Department of Recreation and Community Programs strives to provide affordable, quality programs meeting the needs of the community. The Department is committed to providing active and passive leisure opportunities that are educational, fun and life-enriching. The Department promotes participation by all Lexington residents in safe, accessible and well-maintained facilities. Budget Overview: The Department operates as an Enterprise Fund whereby program and facility fees are anticipated to cover the direct cost of operations. As such, the operating budget may increase or decrease year to year to meet changes in enrollment and facility use demands. In 2015, the Recreation Department was reorganized and renamed the Department of Recreation and Community Programs. The Director of Recreation and Community Programs, through the Recreation Committee, sets program fees with the approval of the Select Board. The operating budget supports staff who manage and deliver programs along with the supplies needed to operate those programs. The Enterprise Fund is comprised of four divisions: Recreation, Pine Meadows Golf Club, Community Center and the Administrative Division. The Administrative Division was created in FY2020 to centralize administrative support for the business aspects within the Recreation, Pine Meadows and Community Center operations. Program revenues (Recreation, Pine Meadows Golf Club and Community Center) also help fund Capital Improvement Projects. In FY2022, due to the economic impacts from the pandemic, the Department's contribution to the General Fund to cover the costs of employee benefits and indirect services has been suspended. In addition, transfers from the tax levy are being recommended to support Recreation operations in FY2022, similar to the FY2021 general fund support. Staff will be working to provide options for alternative funding models for the Department to the newly established Fiscal Guideline Working Group. That model may be implemented as soon as FY2023. The Department offers a wide variety of leisure, socialization and recreational opportunities for individuals of all ages and abilities. Staff plan, schedule and coordinate programs, activities and special events and trips using facilities that include Outdoor Recreation Facilities such as, parks, playgrounds, athletic fields, tennis and basketball courts, the Town Pool, Old Reservoir and Pine Meadows Golf Club. Addtionally, the department utilizes the Community Center, the Public Schools, off-site and out of town venues, the Bikeway, and many other outdoor resources including Conservation and Open Spaces. Departmental Initiatives: To align with the goals set by the Recreation Committee, in addition to working towards a framework for a visionary and sustainable community set by the Select Board. 1. Pursue and Obtain Parks & Open Space opportunities to increase the community resource inventory of playing fields and pocket parks. 2. Introduce and resume a wide, diverse and accessible variety of in-person and virtual recreational programming both indoor and outdoor for the community. 3. Continue with the development and implementation of the department's therapeutic, adaptive and inclusive recreation programming. 4. Recommend and implement the Key Findings of the 2020 Town of Lexington Community Needs Assessment along with the recommendations from the 2017 Recreation Facilities ADA Compliance Study in the development of the operational and capital improvement planning for the future needs of the community. 5. Partner with the Conservation Department to develop and implement the Town's 2022 Open Space and Recreation Plan Update during the upcoming year. 6. Continue to explore alternate revenue sources, including a variety of different grant opportunities, to assist with program costs and capital improvement projects. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VII-7 Program: Culture &Recreation 5200 Recreation & Community Programs Town of Lexington, MA r .............. Director of ................. Recreation and Recreation a mrrrwu n ity Pr Qgrarns c 0m m itt�-� ik. w.u:......._....._......_....._......_....._......_....._.,irk y Pine 14 ea do Golf Course Ass istantDirectm-r Camm unity Center Administrative of ecreaticn ErirectGr M a na,ger .... ............ ............ Seascna.l Program R.ecreaticn (outh&Family f Municipal Administrative Staff SupFervi ssr Cc,rdinatcr Assistants Ass,istants i rlunteens C.ertifie Therapeutic Department E�veningPIVe nici,,, .l P p g kent P�rrnicipal (,Recreatio-n5,pecia.listsdstantupervs,ors +ssasta.nts Seasonal Prcgra,m'Staff a.nd'Vetunteers, '. Note: Pine Meadows staffing is provided via a contractual service. Oversight is provided by the Director of Recreation and Community Programs. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VII-8 Program: Culture &Recreation 5200 Recreation & Community Programs Town of Lexington, MA Authorized/Appropriated Staffing FY2O19 FY2O2O FY2O21 FY2O22 Element: 5210 Administration Budget Budget Revised Request Director of Recreation and Community Programs 1 1 1 1 Administrative Manager 1 1 1 1 Municipal Assistant* 0.68 0.68 - I - Administrative Assistant** 2 2 1.8 1.8 Subtotal FTE 4.68 4.68 3.80 3.80 Subtotal FT/PT 4FT/2PT 4FT/2PT 3FT/1PT 3FT/1PT FY2O19 FY2O2O FY2O21 FY2O22 Element: 5220 Recreation Budget Budget Revised Request Assistant Director 1 1 1 1 Recreation Supervisor 1 1 1 1 Certified Therapeutic Recreation Specialist*** 0.34 0.34 1 1 Seasonal (Part-time) 225+/- 225+/- 225+/- 225+/- Subtotal FTE 2.34 2.34 3.00 3.00 Subtotal FT/PT 2FT/1PT 2FT/1PT 3FT/OPT 3FT/OPT FY2O19 FY2O2O FY2O21 FY2O22 Element: 5240 Community Center Budget Budget Revised Request Community Center Director 1 1 1 1 Department Assistant 1 1 1 1 Municipal Assistant(2, PT)* 1 1 — 1 Youth &Family Coordinator 1 1 1 1 Building Supervisor(2, PT)* 1 1 — 1 Seasonal (Part-time) 50+/- 50+/- 50+/- 50+/- Subtotal FTE 5 1 5 1 3 5 Subtotal FT/PT 1 3 FT/4 PT 1 3 FT/4 PT 1 3 FT/O PT 3 FT/4 PT Total12 12.02 • :1 11.80 Seasonal •nal Seasonal Seasonal *In FY2021,in light of the Community Center being closed,a number of staff were furloughed. **The incumbent in the Administrative Assistant role has requested a 4-day schedule. ***In FY2019,a part-time Certified Therapeutic Recreation Specialist was added to staff for the full year. In FY2021,the position was expanded to full-time. FY2O22 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VII-9 Program: Culture &Recreation 5200 Recreation & Community Programs Town of Lexington, MA Budget Recommendations: The FY2022 recommended budget for the Department of Recreation and Community Programs - comprised of four divisions: Pine Meadows Golf, Recreation, Community Center and Administrative - is $2,589,936. The recommended budget is a $308,044 or 13.50% increase from the revised FY2021 budget, which was reduced to reflect the impact of pandemic closures, and includes increases to Personal Services and Expenses. It should be noted that the Recreation and Community Programs Department operating budget has historically been supported solely from program fees. In FY2016, with the opening of the Community Center, the tax levy began to contribute the equivalent of the wages and benefits for the three full-time employees who are most closely involved with managing the Community Center operations and programming. This will continue in FY2022, with $231,419 being proposed in General Fund support of Community Center wages. The Community Center provides drop-in program space and offers leisure opportunities to promote social, emotional, cognitive well-being and wellness for residents of all ages and abilities. It provides residents with a wide variety of programs that are fun, educational and life-enriching. The Community Center provides opportunities and access to all residents that are generally not supported through fees. The customer service counter at the Center supports the Community Center, including the operations of the Human Services and the Recreation &Community Programs Departments, allowing for one-stop shopping for services and programs. The recommended budget for Compensation is $1,342,201, and reflects a $380,031 or 39.50% increase from the revised FY2021 budget, which reflects a return to more comprehensive programming, as well as step increases, cost-of-living adjustments, and increase in Seasonal staff. The recommended budget for Expenses is $1,247,735 and reflects a $205,784 or 19.75% increase from the revised FY2021 budget, primarily due to the introduction of new programming and the ability to resume offering a wide, diverse and accessible variety of in-person and virtual recreational programming for the community, post-pandemic. The recommended budget for the operation of the Pine Meadows Golf Course is $547,800 and reflects a net increase of $47,000 or 9.38%. The current course management contract was awarded in December 2018 for a contract period of 3 years beginning January 2019 through December 2021. In addition to the $231,419 proposed to support Community Center wages, $277,796 in General Fund support is proposed to offset revenue losses as a result of the pandemic, and continue to maintain the core Recreation functions to enable the department to resume full operations more quickly. In light of the fiscal impact from the pandemic shutdowns, indirect payments to the General Fund to support those costs incurred in the General Fund that support the Recreation Enterprise Fund have been suspended in FY2022, a decrease of$(277,771), or (100.00)%. Overall General Fund support for the department is increasing from $618,916 in FY2021, including $400,000 provided at the Fall 2020 Special Town Meeting, to $795,319 in FY2022, including the suspension of indirect costs. Program Improvement Requests: None requested. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VII-10 Program: Culture &Recreation 5200 Recreation & Community Programs Town of Lexington, MA Budget Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Revised Projected Add/Del Projected Increase Increase Tax Levy $ 214,292 $ 208,859 $ 618,916 $ 509,215 $ - $ 509,215 $(109,701) -17.72% Enterprise Funds Retained Earnings $ 375,000 $ 375,000 $ 375,000 $ - $ - $ - $(375,000) -100.00% Recreation User Charges $1,284,393 $ 759,909 $ 464,036 $1,026,718 $ - $ 1,026,718 $ 562,682 121.269 Community Center User Charges $ 473,949 $ 372,293 $ 153,135 $ 297,655 $ - $ 297,655 $ 144,520 94.370%] Golf User Charges $ 756,462 $ 759,738 $ 757,111 $ 756,348 $ - $ 756,348 $ (763) -0.100% Investment Income $ 11,435 $ 8,176 $ - $ - $ - $ - $ - -% Total11 Recreation FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Revised Request Add/Del Mgr's Rec. Increase Increase Compensation $1,275,859 $1,246,075 $ 962,170 $1,342,201 $ - $ 1,342,201 $ 380,031 39.50% Expenses $1,233,393 $1,048,149 $1,041,951 $1,247,735 $ - $ 1,247,735 $ 205,784 19.75% Debt Service $ - $ - $ - $ - $ - $ - $ - -% Indirect Costs(Trans.to Gen. $ 261,826 $ 269,681 $ 277,771 $ - $ - $ - $(277,771) -100.00% Fund) Total 11 Recreation1 91' 308,044 13.50% FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Program Summary Actual Actual Revised Request Add/Del Mgr's Rec. Increase Increase Total 5210 Administration $ - $ 422,614 $ 440,828 $ 413,114 $ - $ 413,114 $ (27,714) -6.29% Total 5220 Recreation $1,334,976 $ 862,440 $ 603,219 $1,100,745 $ - $ 1,100,745 $ 497,526 82.48% Total 5230 Pine Meadows $ 477,896 $ 444,270 $ 500,800 $ 547,800 $ - $ 547,800 $ 47,000 9.38% Total 5240 Community Center $ 696,379 1$ 564,899 $ 459,274 1$ 528,277 $ - $ 528,277 $ 69,0031 15.02% Indirect Costs $ 261,826 $ 269,681 $ 277,771 1$ - $ - $ - $(277,771) 100.00% FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Object Code Summary Actual Actual Revised Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $1,274,891 $1,245,956 $ 962,170 $1,342,201 $ - $ 1,342,201 $ 380,031 39.50% Overtime 968 118 - - - - - -% Personal Services $1,275,859 $1,246,075 $ 962,170 $1,342,201 $ - $1,342,201 $ 380,031 39.50% Contractual Services $1,085,154 $ 952,915 $ 887,156 $1,050,840 $ - $ 1,050,840 $ 163,684 18.45% Utilities $ 58,734 $ 49,981 $ 68,850 $ 82,850 $ - $ 82,850 $ 14,000 20.33% Supplies $ 89,505 $ 45,252 $ 82,945 $ 107,045 $ - $ 107,045 $ 24,100 29.06% Small Capital - - 3,000 7,000 - 7,000 4,000 133.33% Expenses $1,233,393 $1,048,149 $1,041,951 $1,247,735 $ - $1,247,735 $ 205,784 19.75% Debt $ - $ - $ - $ - $ - $ - $ - -% Indirect $ 261,826 $ 269,681 $ 277,771 $ - $ - $ - $(277,771) 100.00% Total11 Recreation1 • •1' $2,281,892 2,589,936 308,044 1' FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VII-11 This Page In Intentionally Left Blank W � � « S /�� ®« . Section VIII: Program 6000: Human Services This section includes detailed information about the FY2022 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 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VIII-1 Program: Human Services 6100-6200 Program Summary Town of Lexington, MA 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, Bedford, and Carlisle 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. Identify and implement programming specific to diversity, equity, and inclusion, as well as participate in Town-sponsored racial justice initiatives. 2. Continue implementation of the CHNA 15 grant funded work of the Mental Health Task Force that includes collaboration with Town, School, and community stakeholders to assess community mental health needs and provide aligned approached in regards to prevention, intervention, and critical incident response services to the Lexington Community. 3. Continue implementation of action plan based on findings and recommendations from Age Friendly needs assessment targeting domains that do not overlap with Comprehensive Plan work. Collaborate on Comprehensive Plan work with continued participation in an advisory and advocacy capacity. 4. Develop 3-year transit action plan in collaboration with the MBTA, adjacent towns, the Select Board, and other Town departments as indicated through multi-survey and transit usage data, resident feedback, and recommendations from the 128 Business Council. 5. Continue to support and promote the William James INTERFACE Referral Service to the residents of Lexington, which has had strong utilization in the first 2+ years with over 240 referrals to the service. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VIII-2 Program: Human Services 6100-6200 Program Summary Town of Lexington, MA I; Tow Id enager 111B2 Cavllis ! ._......._ ..._........ OPAme Manager hfvniMupsN Clerk SS met Ts� Nf�Nw,Mhs QA istaa t C�esr�R H&Ms��stronsDes I ��,ssista�a CaR�r� .s Yid s air Ca.1112: k11 TRa s Rat ar DepaTtmept MM EMS t V, dgsta�t � I � Fps Rnrtssms ;_.� Cfi�stnl�uartrF i '.... Servims Program Assista rift FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VIII-3 Program: Human Services 6100-6200 Program Summary Town of Lexington, MA Authorized/Appropriated Staffing: FY2019 FY2020 FY2021 FY2022 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 1.00 1.00 1.00 1.00 Services Outreach Coordinator 1.00 1.00 1.00 1.00 Senior Services Coordinator 1.00 1.00 1.00 1.00 Senior Services Nurse 0.57 0.57 0.57 0.57 Office Manager 1.00 1.00 1.00 1.00 Municipal Clerk(Part-time)* 0.50 0.69 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** 0.80 0.80 1.00 1.00 Department Transportation Assistant 0.80 0.80 0.80 0.80 Registered Dietician*** PT PT PT PT Volunteer Coordinator/Program PT PT PT PT Assistant*** Total1 1 110.57 Total Explanatory Notes: *The weekly hours for the Municipal Clerk were increased from 17.5 to 24 in FY2020. **The Transportation Services Manager position was funded to transition from 28 hours to full-time (35 hours) in FY2021 through a program improvement. ***The part-time, hourly, temporary positions of Registered Dietician and Volunteer Coordinator were added in FY2017 and were 100%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 was updated to a Program Assistant position in FY20 to reflect the current needs of the department. Available hours vary due to amount of funding. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VIII-4 Program: Human Services 6100-6200 Program Summary Town of Lexington, MA Budget Recommendations: The recommended FY2022 All Funds Human Services budget is $1,795,933 which is a $(6,567) or (0.36)% decrease from the FY2021 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 Towns of Bedford and Carlisle fund a portion of the Veterans' Services budget through an Intermunicipal Veterans' District agreement. The Human Services FY2022 recommended General Fund operating budget request is $1,477,465 and reflects a $(9,357) or (0.63)% decrease from the FY2021 budget. The General Fund operating budget for Compensation is $690,474, and reflects a $29,726 or 4.50% increase, which reflects the cost of contractually obligated step increases and cost of living adjustments. The General Fund operating budget for Expenses is $786,991 and reflects a $(39,083) or (4.73)% decrease, which is a net change that reflects an increase for contractually obligated Lexpress costs, offset by a reduction of $15,000 from lower projected payments for veterans' benefits due to a declining caseload, and the removal of$50,000 in Transit Service pilot programs that were funded in FY2021, but were unable to be implemented because of the pandemic. For FY2022, funding for the William James Interface Mental Health Referral Service will be shared between the municipal and school budgets. Program Improvement Requests: None requested. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 VIII-5 Program: Human Services 6100-6200 Program Summary Town of Lexington, MA Budget Summary - General Fund Funding Sources FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (General Fund) Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $1,008,329 $1,029,519 $ 1,324,324 $ 1,335,169 $ - $1,335,169 $ 10,845 0.82% Veteran Benefits Reimbursement $ 56,702 $ 61,498 $ 37,498 $ 17,297 $ - $ 17,297 $(20,201) -53.87% TDM Allocation $ 95,000 $ 95,000 $ 95,000 $ 95,000 $ - $ 95,000 $ - -% Fees Lexpress Fares $ 68,529 $ 56,642 $ 30,000 $ 30,000 $ - $ 30,000 $ - I -% Total .111 . $1,228,560 $1,242,659 $ 1,486,822 • • • 1 Appropriation Summary FY2019 I FY2020 FY2021 FY2022 I Manager's FY2022 I Dollar Percent (General Fund) Actual Actual I Appropriation I Request Add/Del Mgr's Rec.I Increase Increase Compensation $ 544,718 $ 631,963 $ 660,748 $ 690,474 $ - $ 690,474 1$ 29,726 1 4.50% Expenses $ 683,842 $ 610,696 $ 826,074 $ 786,991 1$ - $ 786,991 $(39,083) -4.73% Total .111 . $1,228,560 1 . Program Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 6110 Administration $ 197,815 $ 194,900 $ 219,785 $ 226,584 $ - $ 226,584 $ 6,799 3.09% Total 6140 Veterans'Services $ 106,824 $ 85,548 $ 103,792 $ 90,048 $ - $ 90,048 $(13,744) -13.24% Total 6150 Youth&Family $ 100,251 $ 159,566 $ 199,773 $ 206,118 $ - $ 206,118 $ 6,345 3.18% Services Total 6170 Senior Services& $ 185,308 $ 156,243 $ 186,130 $ 192,959 $ - $ 192,959 $ 6,829 3.67% Community Programs Total 6210 Transportation $ 638,363 $ 646,403 $ 777,342 $ 761,756 $ - $ 761,756 $(15,586) -2.01% Services Total .111 . $1,228,560 $1,242,659 $ 1,486,822 • • • 1 Object Code Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 544,718 $ 631,965 $ 660,748 $ 690,474 $ - $ 690,474 $ 29,726 4.50% Overtime - - - - - - - -% Personal Services $ 544,718 $ 631,965 $ 660,748 $ 690,474 $ - $ 690,474 $ 29,726 4.50% Contractual Services $ 655,704 $ 583,248 $ 787,494 $ 748,561 $ - $ 748,561 $(38,933) -4.94% Utilities $ 2,590 $ 3,168 $ 3,840 $ 3,240 $ - $ 3,240 $ (600) -15.63% Supplies $ 20,594 $ 21,389 $ 32,240 $ 31,690 $ - $ 31,690 $ (550) -1.71% Small Ca ital 4,954 2,891 2,500 3,500 - 3,500 1,000 40.00% Expenses $ 683,842 $ 610,696 $ 826,074 $ 786,991 $ - $ 786,991 $(39,083) -4.73 Total .111 . $1,228,560 1 . FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 VIII-6 Program: Human Services 6100-6200 Program Summary Town of Lexington, MA Budget Summary - Revolving Funds* and Grants FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase EOEA Grant $ 94,567 $ 94,762 $ 94,764 $ 94,764 $ - $ 94,764 $ - -% Veterans Services Regional $ 41,231 $ 58,293 $ 89,671 $ 92,461 $ - $ 92,461 $ 2,790 3.11% Funding Senior Services Revolving Fund* $ 71,666 $ 33,638 $ 75,000 $ 75,000 $ - $ 75,000 $ - I -% MBTA Grant $ 52,000 $ 54,080 $ 56,243 $ 56,243 $ - $ 56,243 $ - I -% *Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4. Appropriations Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (Non-General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase EOEA Grant $ 94,762 $ 89,721 $ 94,764 $ 94,764 $ - $ 94,764 $ - -% Personal Services $ 56,735 $ 62,628 $ 67,057 $ 67,346 $ - $ 67,346 $ 289 0.43% Expenses $ 38,027 $ 27,093 $ 27,707 $ 27,418 $ - $ 27,418 $ (289) -1.04% Veterans'Services Regional Funding $ 42,080 $ 57,936 $ 89,671 $ 92,461 $ - $ 92,461 $ 2,790 3.11% Personal Services $ 40,935 $ 55,670 $ 87,326 $ 90,116 $ - $ 90,116 $ 2,790 3.19% Expenses $ 1,145 $ 2,266 $ 2,345 $ 2,345 $ - $ 2,345 $ - -% Senior Services Revolving Fund Expenses $ 52,895 $ 38,157 $ 75,000 $ 75,000 $ - $ 75,000 $ - I -% MBTA Grant-Transportation Services Expenses $ 53,410 $ 54,080 $ 56,243 $ 56,243 $ - $ 56,243 $ - I -% ------------------------------------------------------------. Budget Summary - All Funds Appropriation Summary(All FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funds) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 642,388 $ 750,261 $ 815,131 $ 847,936 $ - $ 847,936 $ 32,805 4.02% Expenses $ 829,318 $ 732,293 $ 987,369 $ 947,997 $ - $ 947,997 $(39,372) -3.99% (All Funds) FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 VIII-7 This Page In Intentionally Left Blank W � � « S /�� ®« . Section IX: Program 7000: Land Use, Health and Development Department This section includes detailed information about the FY2022 Operating Budget & Financing Plan for the Land Use, Health and Development Department. It includes: • 7100-7400 Summary IX-3 • 7110 Building and Zoning IX-10 • 7120 Administration IX-14 • 7130 Conservation IX-16 • 7140 Health IX-20 • 7200 Planning IX-24 • 7300 Economic Development IX-28 FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 IX-1 This Page In Intentionally Left Blank W � � « S /�� ®« . Program: Land Use, Health and Development Department 7100-7400 Program Summary Town of Lexington, MA Mission: The Land Use, Health and Development Department includes those departments that manage and promote residential and commercial development in Lexington while protecting the health and safety of residents through local bylaws, regulations, and best practices, as well as State statutes and regulations, in the areas of public health, building code, zoning, economic development, wetland protection, conservation and land-use. By consolidating these various operations under the management of an Assistant Town Manager, the Town is able to further streamline code enforcement, program and policy development, and outreach and educational activities related to commercial, residential and public development. Budget Overview: The Land Use, Health and Development Department is comprised of: Building and Zoning, Conservation, Health, Planning and Economic Development. • Building and Zoning is responsible for enforcing the State building, electrical, gas and plumbing codes, the local zoning bylaw, and Architectural Access Board Regulations. • Conservation is responsible for administering and enforcing the State and local wetland protection codes and the State Stormwater Management Regulations, managing over 1,400 acres of Town- owned conservation land, and providing outreach and education concerning natural and watershed resources. • Public Health is responsible for enforcing State and local health codes, administering health screening and vaccination programs, evaluating community health needs and developing intervention programs to prevent disease and disability. • Planning supports the Planning Board in the administration of the Subdivision Regulations, the determination of adequacy of unaccepted streets, the granting of special permits for residential development, site plan review and granting of special permits within the commercial manufacturing district, and the review of planned development district proposals that go to Town Meeting. In addition, the staff engages in short- and long-term planning in regard to growth and development issues in Lexington, being active participants in various committees dealing with issues of transportation, affordable housing and economic development, as well as participating in regional and statewide initiatives. • Economic Development works to encourage new investment and support our local businesses. It serves as a liaison for businesses and works to address business-related issues from Center parking to updating land use policy. The Office also works to retain and expand local businesses by providing information, conducting research, supporting a visitor-based economy, and leveraging State economic development tools and resources designed to improve the business environment. The Economic Development Office manages the Visitors Center and Tourism operations. Departmental Initiatives: 1. Implement the Select Board's health and development-related goals associated with the work of the Department. 2. Implement high priority and near-term action steps and recommendations of the Comprehensive Plan Update. 3. Implement initiatives, policies and plans of the Board of Health, especially with respect to completing the dispensing of the COVID vaccine to Lexington residents and others, as required. 4. With the Engineering Division, support the community input on the Bedford Street/Hartwell Avenue 25% design development. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-3 Program: Land Use, Health and Development Department 7100-7400 Program Summary Town of Lexington, MA Ass stanit Town Manager fcsr Derma lop menS Adrn i n is tr atirre OFficeMarrager Department Assis errts _ r �.b` _ _ ..._ _ w,u., Public Health Conservation. � BtuildinB � Econtrco PPY Nerrcnirrg D hector i � De al�gv ent CJ+6rettor Director �^ Comm er ?VV �, Fure¢sar . d„„q --.,, „w ... w Ecor o t r Csrser anon AasistantRuibir, r+ssisxsrrtPlarrniir JrsrttrsCenter Public Health ffurse D..lopn ert. C.oxrdiratar w. Commissioner � Director Coordinator @dar,a er I Healthenrts NRan�e WWNNNN N Electric Inspectors Plarrrrer Visrtcrs center~Staff :- Building On: ectcrs - FTlaraning Department f Liberty Ride and k1t estant Battle Green Staff P luu nri b i ng/Caas inspectors Zoning Enforcement Administrator -------------- FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-4 Program: Land Use, Health and Development Department 7100-7400 Program Summary Town of Lexington, MA Authorized/Appropriated Staffing FY2O19 FY202O FY2O21 FY2O22 Budget Budget Budget Request Assistant Town Manager 1 1 1 1 Administrative Assistant 1 1 1 1 Administration Dept Office Manager 1 1 1 1 Administration Dept Assistants 4 4 4 4 Economic Development Director 1 1 1 1 Economic Development Coordinator 1 1 1 1 Visitor Services Manager 1 1 1 1 Visitor Center Staff(6PT) 4.75 4.75 4.75 4.75 Visitor Center PT Assistant Manager 0.56 0.56 0.56 0.56 Battle Green Guides Seasonal Seasonal Seasonal Seasonal Liberty Ride Coordinator 0.7 0.7 0.7 0.7 Liberty Ride Guides Seasonal Seasonal Seasonal Seasonal Planning Director 1 1 1 1 Assistant Planning Director 1 1 1 1 Planner 1 1 1 1 Planning Dept. Assistant 1 1 1 1 Conservation Director 1 1 1 1 Conservation Coordinator 1 1 1 1 Land Use Ranger 0.25 0.25 0.25 0.25 Land Management Interns Seasonal Seasonal Seasonal Seasonal Public Health Director 1 1 1 1 Public Health Agents* 1 1 2 2 Public Health Nurse** 0.6 0.6 0.6 0.6 Building Commissioner 1 1 1 1 Asst Building Commissioner 1 1 1 1 Building Inspectors 1 1 1 1 Plumbing and Gas Inspector 1 1 1 1 Zoning Enforcement Administrator 1 1 1 1 Electric Inspectors 1 1 1 1 Part-time Electric Inspector 0.24 0.24 0.24 0.24 Part-time Plumbing Inspector 0.14 0.14 0.14 0.14 Part-time Building Inspector 0.38 0.38 0.38 0.38 Total SeasonalSeasonal Explanatory Notes: *A second Health Agent was funded in FY2021 via a program improvement. **The full-time Public Health Nurse is shared between Lexington (.6)and Belmont(.4) per Nursing Services Agreement executed in FY2009. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-5 Program: Land Use, Health and Development Department 7100-7400 Program Summary Town of Lexington, MA Budget Recommendations: The FY2022 recommended All Funds Land Use, Health and Development Department budget, inclusive of the General Fund operating budget, the Liberty Ride, Visitor Center, Residential Engineering Review and Health Program Revolving Funds, is $3,179,013, which is a $53,653 or 1.72% increase from the FY2021 budget. The FY2022 recommended Land Use, Health and Development General Fund operating budget is $2,693,989 which is a $52,928, or 2.00% increase from the FY2021 General Fund budget. The General Fund operating budget for Compensation is $2,171,252 and reflects a $57,178 or 2.70% increase, which funds contractually obligated cost of living and step increases. The General Fund operating budget for Expenses is $522,737 and reflects a decrease of$(4,250) or (0.81)0/o, which is a net change that reflects realigning the budget to reflect historical spending at Building and Zoning ($15,000), removing a one-time program improvement for Across Lexington brochure printing at Administration ($9,000), and removing one-time Hartwell Avenue outreach costs at Economic Development ($16,300); offset by increasing support for the Visitors Center by $25,000 to a total of$94,000 in FY2022, and increasing Marketing ($6,000) and Subscriptions ($5,000) for the Economic Development Office. The FY2022 recommended budget for the Residential Engineering Review, Health Program, Liberty Ride, and Visitor Center revolving funds is $582,624, an increase of$725 or 0.12%, which reflects ongoing adjustments as the Visitors Center anticipates a full reopening at their permanent location following the impact of the pandemic. 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 Administrative $ 33,879 $ 16,426 $ 50,305 $ — $ — $ — $ 50,305 Assistant FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 IX-6 Program: Land Use, Health and Development Department 7100-7400 Program Summary Town of Lexington, MA Budget Summary - General Fund FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $ (493,553) $ (721,910) $ 848,161 $ 893,389 $ - $ 893,389 $ 45,228 5.33% TDM Stabilization Fund $ 46,000 $ 46,000 $ 46,000 $ 46,000 $ - $ 46,000 $ - -% Center Impr. District Stab. Fund $ 27,000 $ 27,000 $ - $ - $ - $ - $ - -% Fees&Charges Departmental Fees $ 69,385 $ 77,773 $ 49,200 $ 56,900 $ - $ 56,900 $ 7,700 1 15.65% Licenses&Permits $2,442,867 $2,711,117 1$ 1,697,700 $1,697,700 $ - $1,697,700 $ - -% Total 11 'll 2,091,699 • •:1 2,641,061 •• •8• •• •8♦ $ 52,928 2.00% Appropriation Summary FY2019 I FY2020 FY2021 FY2022 I Manager's FY2022 Dollar Percent (General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $1,732,512 $1,829,044 $ 2,114,074 1$2,171,252 $ - $2,171,252 $ 57,178 1 2.70 Expenses $ 359,187 $ 310,936 $ 526,987 1$ 522,737 $ - $ 522,737 $ (4,250) -0.81% Total 11 'll . $2,091,6999:1 $ 2,641,06111 Level-Service Requests FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 7110 Building&Zoning $ 561,245 $ 609,689 $ 637,970 $ 640,862 $ - $ 640,862 $ 2,892 0.45% Total 7120 Administration $ 419,033 $ 429,696 $ 551,243 $ 553,500 $ - $ 553,500 $ 2,257 0.41% Total 7130 Conservation $ 236,134 $ 214,574 $ 264,797 $ 255,027 $ - $ 255,027 $ (9,770) -3.69% Total 7140 Health $ 270,435 $ 252,755 $ 365,354 $ 400,951 $ - $ 400,951 $ 35,597 9.74% Total 7200 Planning $ 266,912 $ 323,020 $ 424,414 $ 434,992 $ - $ 434,992 $ 10,578 2.49% Total 7300 Economic $ 337,940 $ 310,245 $ 397,283 $ 408,657 $ - $ 408,657 $ 11,374 2.86% Development Total 11 'll . $2,091,6999:1 $ 2,641,06111 Object Code Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $1,718,043 $1,816,222 $ 2,080,623 $2,136,687 $ - $2,136,687 $ 56,064 2.69% Overtime 14,469 12,822 33,451 34,565 - 34,565 1,114 3.33 Personal Services $1,732,512 $1,829,044 $ 2,114,074 $2,171,252 $ - $2,171,252 $ 57,178 2.70% Contractual Services $ 304,079 $ 165,152 $ 408,376 $ 374,526 $ - $ 374,526 $(33,850) -8.29 Utilities $ 11,962 $ 10,062 $ 12,461 $ 13,111 $ - $ 13,111 $ 650 5.22% Supplies $ 43,146 $ 135,723 $ 106,150 $ 135,100 $ - $ 135,100 $ 28,950 27.27% Small Ca ital - - - - - - - -% Expenses $ 359,187 $ 310,936 $ 526,987 $ 522,737 $ - $ 522,737 $ (4,250) -0.81 016 Total 11 '11 . 19 •:1 $ 2,641f06111 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-7 Program: Land Use, Health and Development Department 7100-7400 Program Summary Town of Lexington, MA ----------------------------------------------------Budget Summary - Revolving Funds FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Residential Engineering Review $ - $ - $ 57,600 $ 57,600 $ - $ 57,600 $ - -% Revolving Fund Health Programs Revolving $ 33,291 $ 22,654 $ 45,000 $ 45,000 $ - $ 45,000 $ - -% Fund Lab Animal Permits Revolving Fund $ - $ - $ 40,000 $ 40,000 $ - $ 40,000 $ - -% Liberty Ride Revolving Fund $ 179,041 $ 125,800 $ 195,000 $ 195,000 $ - $ 195,000 $ - -% Visitor Center Revolving Fund $ 147,613 $ 39,309 $ 247,000 1$ 247,000 $ - $ 247,000 $ - -% Total 11 11 . .11 .11 .0 *Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4. Appropriation Summary FY2019 I FY2020 FY2021 FY2022 I Manager's FY2022 Dollar Percent (Revolving Funds) Actual Actual JAppropriation Request Add/Del Mgr's Rec. Increase Increase 7110- Residential Engineering Review Expenses is - $ 57,600 $ 57,600 $ - $ 57,600 $ - I -% 7140- Health Programs Expenses $ 36,197 $ 45,719 $ 45,000 $ 45,000 $ - $ 45,000 $ - I -% 7140- Lab Animal Permits Expenses $ - $ - $ 40,000 $ 40,000 $ - $ 40,000 $ - -% 7320- Liberty Ride $ 182,274 $ 139,510 $ 193,263 $193,263 $ - $ 193,263 $ - -% Compensation $ 59,280 $ 41,715 $ 68,200 $ 68,200 $ - $ 68,200 $ - -% Expenses $ 122,994 $ 97,795 $ 125,063 $ 125,063 $ - $ 125,063 $ - -% 7340-Visitor Center $ 170,309 $ 44,359 $ 246,036 $246,761 $ - $ 246,761 $ 725 0.290/0 Compensation $ 107,855 $ 18,459 $ 131,238 $ 138,541 $ - $ 138,541 $ 7,303 1 5.56 Expenses $ 62,454 $ 25,899 $ 114,798 $ 108,220 $ - $ 108,220 $ (6,578) -5.73 Total 11 11 -Rev. Funds $ 388,780 1 ------------------------------------------------------------ Budget Summary - All Funds Appropriation Summary(All FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funds) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $1,899,647 $1,889,218 $ 2,313,512 1$2,377,993 $ - $2,377,993 1$ 64,4811 2.79 Expenses $ 580,832 $ 480,350 $ 811,848 1$ 801,020 $ - $ 801,020 $(10,828) -1.33% Total 11 'll -All Funds $2,480,479 $2,369,568 $ 3,125,360 $3,179,01391 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-8 This Page In Intentionally Left Blank W � � « S /�� ®« . Program: Land Use, Health and Development Department 7110 Building & Zoning Town of Lexington, MA Mission: The Building and Zoning Department is a regulatory function with the goal of protecting the health and safety of residents. This role is fulfilled through the enforcement of building, zoning and land use regulations. Budget Overview: The Building and Zoning Department enforces state building, electrical, plumbing, gas and mechanical codes, Architectural Access Board Regulations and local zoning bylaws. Staff, comprised of the Building Commissioner, Assistant Building Commissioner, Building Inspectors, Electrical Inspector, Plumbing & Gas Inspector and Zoning Enforcement Administrator, review construction drawings and specifications, issue permits, inspect new construction, conduct periodic inspections of restaurants, day care centers, schools, religious institutions, museums, places of public assembly and multi-family housing, and levy fines or prosecute when necessary to maintain code compliance. Division Initiatives: 1. Continue the efforts to improve and administer the online permitting system, helping applicants obtain their permits. The Viewpoint Cloud permit system requires all building, zoning, electrical, plumbing and gas permits to be applied for electronically. This permitting system allows applicants to do much of their work from their office or home, thereby saving time and money from having to visit the Town offices. 2. To issue all annual inspection certificates, certificates of occupancy and restaurant occupancy certificates electronically via Viewpoint Cloud. 3. Continue to implement the Laserfiche Document Imaging Software for Building and Zoning Permit records, including converting historical records to digital format and migrating into software. 4. Add new inspections to the current work load of the Building Inspectors for all new homes and large additions for roof and stormwater compliance. 5. Assist the planning office in amending the zoning bylaw to address small garden sheds and heights of walls in residential districts. 6. Educate and enforce the new groundwater zoning bylaw. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-10 Program: Land Use, Health and Development Department 7110 Building & Zoning Town of Lexington, MA Assistant Town i larma,ger' for Development Off iice IMainager- Gffce of Land,Use Emepartr�men Assistants ------------------ BuHcliinE Commissioner Assistant Building Zoning Enforcement Pluirrmbing]Ga;s cinmrnission-e°r Electric Inspectors duirldung Inspectors Adrniinistrata�r nslre°ctors Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 Budget Budget Budget Request Building Commissioner 1 1 1 1 Asst. Bldg. Commissioner 1 1 1 1 Building Inspectors 1 1 1 1 Plumbing and Gas Inspector 1 1 1 1 Zoning Enforcement Administrator 1 1 1 1 Electric Inspector 1 1 1 1 Part-time Electric Inspector* 0.24 0.24 0.24 0.24 Part-time Plumbing Inspector* 0.14 0.14 0.14 0.14 Part-time Building Inspector* 0.38 0.38 0.38 0.38 Total FTE . . Total ' *The hours budgeted for part-time inspectors are filled by multiple individuals,as available. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-11 Program: Land Use, Health and Development Department 7110 Building & Zoning Town of Lexington, MA Budget Recommendations: The FY2022 recommended All Funds Building and Zoning budget is $698,462 a $2,892 or 0.42% increase from the FY2021 budget. The FY2022 recommended General Fund Building and Zoning budget is $640,862 a $2,892 or 0.45% increase from the FY2021 budget. The recommended budget for Compensation is $592,272 and reflects a $17,042, or 2.96% increase, which is due to contractually obligated step increases and cost of living adjustments. The recommended budget for Expenses is $48,590 and reflects a decrease of$(14,150) or (22.55)% from FY2021, due to adjusting the budget to better align with past spending levels. Program Improvement Requests: None requested. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-12 Program: Land Use, Health and Development Department 7110 Building & Zoning Town of Lexington, MA Budget Summary: FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $(1,851,922) $(2,096,778) $ (1,049,730) $(1,046,838) $ - $(1,046,838 $ 2,892 -0.28% Directed Funding Departmental Fees $ 16,585 $ 12,210 $ 12,500 $ 12,500 $ - $ 12,500 $ - -% Licenses and Permits $ 2,396,582 1$ 2,694,257 $ 1,675,200 1$ 1,675,200 $ - $1,675,200 $ -I -% Total1 Building .and Zoning $ 561,245 $ .196 1 .41 : .41 1 ' FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 522,958 $ 582,335 $ 575,230 $ 592,272 $ - $ 592,272 $ 17,042 2.96% Expenses $ 38,287 $ 27,355 $ 62,740 $ 48,590 $ - $ 48,590 $ (14,150) -22.55% Total1 Building .and Zoning $ 561,245 $ 609,689 637,970 641 640,862 :• 1 ' FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Object Code Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 518,569 $ 577,238 $ 569,095 $ 585,933 $ - $ 585,933 $ 16,838 2.96% Overtime 4,388 5,096 6,135 6,339 - 6,339 204 3.33% Personal Services $ 522,958 $ 582,335 $ 575,230 $ 592,272 $ - $ 592,272 $ 17,042 2.96% Contractual Services $ 27,591 $ 5,444 $ 51,640 $ 36,640 $ - $ 36,640 $ (15,000) -29.05% Utilities $ 7,277 $ 5,635 $ 6,200 $ 6,800 $ - $ 6,800 $ 600 9.68% Supplies $ 3,420 $ 16,275 $ 4,900 $ 5,150 $ - $ 5,150 $ 250 5.10% Small Capital $ - $ - $ - $ - $ - $ - $ - -% Expenses.$ 38,287.$ 27,355.$ 62,740 $ 48,590.$ - $ 48,590 $(14,150) -22.55% Total1 Building . . Zoning $ 561,245 $ .196 1 .41 : .41 1 ' ----------------------------------------------------Budget Summary - Revolving Funds* FY2019 I FY2020 I FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources j I Increase Increase Actual Actual Estimate Projected Add/Del Projected Residential Engineering Review $ -Is -Is 57,600 $ 57,600 1 1$ 57,600 $ -1 -% Total 1 . 611 .11 .11 *Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4. Appropriation Summary FY2019 I FY2020 FY2021 FY2022 I Manager's FY2022 Dollar Percent (Revolving Funds) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase 7110- Residential Engineering Review Revolving Fund Expenses Is -Is - $ 57,600 $ 57,600 1 J$ 57,600 $ -I -% Total 1 . 611 .11 .11 ------------------------------------------------------------. Budget Summary - All Funds Appropriation Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (All Funds) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 522,958 $ 582,335 $ 575,230 $ 592,272 $ - $ 592,272 $ 17,042 2.96% Expenses $ 38,287 $ 27,355 $ 120,340 $ 106,190 $ - $ 106,190 $ (14,150) -11.76% Total1 B&Z-All Funds $ 561,245609,689 695,570 698,462 698,462 1 FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 IX-13 Program: Land Use, Health and Development Department 7120 Administration Town of Lexington, MA Mission: To develop comprehensive regulatory and technical assistance services to town residents and commercial entities transacting development business with the Town. Budget Overview: Administration provides management oversight and administrative support to the Building and Zoning, Health, Conservation, Planning and Economic Development Departments and to the numerous boards and commissions, including the Zoning Board of Appeals and Historic Districts Commission, and coordinates their daily operations. The staff, comprised of an Assistant Town Manager, an Office Manager, Administrative Assistant and four Department Assistants, schedules and coordinates hearings, prepares legal notices, sets agendas, processes applications and permits, inputs data into Access databases, maintains files, circulates petitions among Town boards and officials, prepares meeting notices, agendas and minutes, determines and notifies abutters, communicates with the public, attends meetings, performs payroll and accounts payable functions, makes daily deposits, and files all final documentation. The Assistant Town Manager for Development position oversees all operations of the six divisions within the Land Use, Health and Development Department. Division Initiatives: 1. Develop written procedures for administrative workflow for permit intake processing and permit fee payment processing. 2. Develop written procedures for administrative support to the managers supporting boards and commissions 3. Refine and expand Health and Conservation permit applications and workflow in Viewpoint permitting software. y Assistant Town Manageq for Development Administrative iirmiistraticwe affice(Mona per Ass iista n t Depeirtrmmeni Assistants 1( , ____ Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 Budget Budget Budget Request Assistant Town Manager 1 1 1 1 Administrative Assistant 1 1 1 1 Office Manager 1 1 1 1 Department Assistants 4 4 4 4 Total FT/PT 7 FT 7 FT 7 FT 7 FT FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-14 Program: Land Use, Health and Development Department 7120 Administration Town of Lexington, MA Budget Recommendations: The recommended FY2022 General Fund budget for the Office of Administration is $553,500, an increase of$2,257 or 0.41% from the FY2021 budget. The General Fund operating budget for Compensation is $503,200 and reflects an increase of$13,257 or 2.71% for contractually obligated step increases and cost of living adjustments. The General Fund operating budget for Expenses is $50,300 and reflects a net decrease of $(11,000) or (17.94)%, which incorporates adjustments to reflect actual expenditures as well as removal of one- time funding to reprint ACROSS Lexington brochures. Program Improvement Requests: None requested. Budget Summary: Funding Sources FY2019 I FY2020 I FY2021 FY2022 Manager's FY2022 I Dollar Percent Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $ 407,833 $ 421,596 $ 537,543 1$ 532,100 1$ - $ 532,100 $ (5,443) -1.01% Directed Funding Departmental Fees 1$ 11,200 $ 8,100 $ 13,700 $ 21,400 $ - $ 21,400 1$ 7,7001 56.20% Total 1 Administration $ 419,03311 11 $ 2,257 1 Appropriation Summary FY2019 I FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 385,970 1$ 415,527 $ 489,943 $ 503,200 1$ - $ 503,200 $ 13,257 2.71% Expenses $ 33,063 $ 14,169 $ 61,300 $ 50,300 $ - $ 50,300 $ (11,000) -17.940/. Total 1 Administration $ 419fO3311 11 $ 2,257 1 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Object Code Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 378,748 $ 410,923 $ 477,690 $ 490,539 $ - $ 490,539 $ 12,849 2.69% Overtime 7,222 4,604 12,253 12,661 - 12,661 408 3.33% Personal Services $ 385,970 $ 415,527 $ 489,943 $ 503,200 $ - $ 503,200 $ 13,257 2.71% Contractual Services $ 26,832 $ 8,746 $ 52,900 $ 43,200 $ - $ 43,200 $ (9,700) -18.34% Utilities $ 600 $ 614 $ 600 $ 600 $ - $ 600 $ - -% Supplies $ 5,631 $ 4,809 $ 7,800 $ 6,500 $ - $ 6,500 $ (1,300) -16.67% Small Capital $ - $ - $ - $ - $ - $ - $ - -% Expenses 1$ 33,063 $ 14,169 $ 61,300 $ 50,300 $ - $ 50,300 $ (11,000) -17.94% Total1 Administration $ 419,033429,696 $ 551,243 $ 553,500 11 $ 2,257 1 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-15 Program: Land Use, Health and Development Department 7130 Conservation Town of Lexington, MA Mission: To protect the health and safety of Town residents through education about and regulation of and management of natural areas and wetlands. Budget Overview: The Conservation Office provides administration, interpretation and enforcement of all applicable State laws and Local codes; counsel, guidance and education to the public on environmental issues; research and reports on relevant issues for the Conservation Commission meetings to aid the Commission in key decision making; enforcement of permit conditions through construction inspections; management of conservation areas and the Land and Watershed Stewardship Program. The Conservation Director manages and supervises the Conservation staff and operations and, along with the Conservation Stewardship Coordinator, performs administrative, supervisory, professional and technical work in connection with managing and directing comprehensive environmental programs. Division Initiatives: 1. Onboard newly hired employees and provide a comprehensive orientation, training, and development program. 2. Complete a comprehensive analysis of the conversion of historical conservation records to digital format and migration into the Laserfiche Document Imaging Software property address records and update missing records as necessary. 3. Complete the implementation of the inspection component of the ViewPoint Cloud Software for conservation permits to provide for a comprehensive electronic permit management and tracking system. 4. Implement Novus Agenda Software for Conservation Commission Meeting management. 5. Plan for and acquire open space parcels as prioritized by the Conservation Commission. 6. Implement the numerous conservation land management projects, including meadows preservation, trail and boardwalk construction, signage and kiosks installation, Parker Meadow Universal Accessible Trail Construction (FY2021 CPA), Wright Farm Conceptual Site Access Design and Parking (FY2021 CPA), Willard's Woods Land Management Planning and Accessible Design (FY2020), and the Open Space and Recreation Plan 7-Year Update (Subject to FY2022 CPA Capital funding request). FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-16 Program: Land Use, Health and Development Department 7130 Conservation Town of Lexington, MA AsslstantTown Manager tdr IDeveioPment W Cffir,e Marnagar-_ t office of Land Use Department As si,stants Conservation .... Conservation Dirertu r Commission .... Conservation Land U se Coordinator Ranger 1-1-111,11.1111-111,.11,111.1111-1.111,11,'ll"I Ill""-"""."""-'ll'-Ill'-",,-,,,,- Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 Budget Budget Budget Request Conservation Director 1 1 1 1 Conservation Coordinator 1 1 1 1 Land Use Ranger 0.26 0.26 0.26 0.26 Seasonal Land Management Interns Seasonals Seasonals Seasonals Seasonal Total Seasonals Seasonals • Seasonals FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-17 Program: Land Use, Health and Development Department 7130 Conservation Town of Lexington, MA Budget Recommendations: The recommended FY2022 General Fund Conservation budget is $255,027, a decrease of$(9,770) or (3.69)% from the FY2021 budget. This includes a $(10,570) or (4.59)% decrease in compensation which is a net change reflecting staff turnover savings, offset by contractually obligated step increases and cost of living adjustments. Expenses reflect a increase of$800, or 2.32%, to provide enhanced meadow maintenance for the Daisy Wilson Meadow Preservation project funded in FY2021 from Community Preservation Act funding. Program Improvement Requests: None requested. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-18 Program: Land Use, Health and Development Department 7130 Conservation Town of Lexington, MA Budget Summary: FY2019 FY2020 FY2021 FY2022 I Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del I Projected lIncrease Increase Tax Levy $ 230,034 1$ 211,274 $ 261,797 1$ 252,027 $ - $ 252,027 $ (9,770) -3.730% Directed Funding Fees $ 6,100 $ 3,300 1$ 3,000 $ 3,000 $ - $ 3,000 $ -I -% ConservationTotal 7130 Appropriation FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 205,030 $ 192,861 $ 230,350 $ 219,780 $ - $ 219,780 $ (10,570) -4.59% Expenses $ 31,104 $ 21,713 $ 34,447 $ 35,247 $ - $ 35,247 $ 800 2.32% Total1 Conservation1 1 1 Object Code FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 203,227 $ 191,510 $ 227,371 $ 216,701 $ - $ 216,701 $ (10,670) -4.69% Overtime 1,803 1 351 2,979 3,079 - 3,079 100 3.36% Personal Services $ 205,030 $ 192,861 $ 230,350 $ 219,780 $ - $ 219,780 $ (10,570) -4.59% Contractual Services $ 23,078 $ 11,309 $ 25,886 $ 26,636 $ - $ 26,636 $ 750 2.90% Utilities $ 2,735 $ 2,389 $ 2,861 $ 2,911 $ - $ 2,911 $ 50 1.75% Supplies $ 5,290 $ 8,015 $ 5,700 $ 5,700 $ - $ 5,700 $ - -% Small Capital $ - $ - $ - $ - $ - $ - $ - -% Expenses $ 31,104 $ 21,713 $ 34,447 $ 35,247 $ - $ 35,247 $ 800 2.32% ConservationTotal 7130 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-19 Program: Land Use, Health and Development Department 7140 Health Town of Lexington, MA Mission: Under the direction of the Lexington Board of Health, the mission of the Lexington Health Department is to prevent disease and promote wellness in order to protect and improve the health and quality of life of its residents, visitors and workforce. Budget Overview: The Health Department manages disease prevention and surveillance programs designed to protect the health of the community. Programs include but are not limited to public health education, infectious disease surveillance and case investigation activities, oversight and enforcement of all state and local community health and environmental health regulations, mosquito-borne disease prevention efforts, public vaccination clinics, and public health emergency planning and response efforts. The Health Department staff is comprised of the Health Director, two Health Agents, and a part-time Public Health Nurse. Division Initiatives: 1. Update local public health regulations for rDNA, Body Art, and Animal Keeping to remain up-to- date with best practices and scientific advances. 2. Continue to enhance customer service satisfaction and improve staff efficiency by updating Board of Health permit applications in ViewPoint Cloud, with particular focus on the following record types: retail food, temporary food, mobile food, food plan review, public swimming pool, rDNA, Animal Keeping and Recreational Camps for Children. Begin to implement field inspection capacity with ViewPoint Cloud through integration of fillable PDF inspection forms for the aforementioned record types. 3. Respond to all inquiries, complaints, and concerns from the public and staff in a timely fashion. Perform a sufficient number of routine inspections to ensure compliance with state and local regulations. 4. Finalize Emergency Dispensing Site (EDS) plan for emerging infectious disease threats (e.g., pandemic influenza, bioterror agents) and facilitate local exercises and drills as required by the Massachusetts Department of Public Health. Continue to work with Region 4A to improve regional collaboration and MRC volunteer participation in Lexington. 5. Update and exercise public health mass shelter plans, develop shelter intake and medical triage forms, and develop a checklist for environmental health risk management in shelters. 6. Engage and convene community partners to broaden public health preparedness planning efforts to include people with disabilities and considerations for access and functional needs in the scope of EDS and shelter plans in accordance with Massachusetts Department of Public Health (MDPH) guidance. 7. Continue to serve as a local resource for public education and outreach on the impacts of climate change on health. Collaborate with the Sustainability Director. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-20 Program: Land Use, Health and Development Department 7140 Health Town of Lexington, MA Assistant Town Manager for Deve�o rnent Office Manager- Office of Land Use Department Assistants Public Heaa ti"9 Board all Director tWeakt� [Pu:b1c Heaitlx Nurse 7�eafthgents Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 Budget Budget Budget Request Public Health Director 1 1 1 1 Public Health Agents* 1 1 2 2 Public Health Nurse ** 0.6 0.6 0.6 0.6 Total *In FY2021,a second Public Health Agent was added via a program improvement. **The full-time Public Health Nurse is shared between Lexington (.6) and Belmont(.4) per Nursing Services Agreement executed in FY2009. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-21 Program: Land Use, Health and Development Department 7140 Health Town of Lexington, MA Budget Recommendations: The recommended FY2022 All Funds Health budget inclusive of the General Fund operating budget and the Health Program Revolving Fund, which funds health clinics, is $445,951. The recommended budget is a $35,597 or 8.67% increase from the FY2021 budget. The FY2022 recommended Health General Fund operating budget is $400,951, which is a $35,597 or 9.74% increase from the FY2021 General Fund budget. The General Fund operating budget for Compensation is $311,401 and reflects a $37,097 or 13.52% increase, which funds the cost of contractually obligated step increases and salary increases. The General Fund operating budget for Expenses is $89,550 and reflects a $(1,500) or (1.65)% decrease, which reflects a $1,500 decrease in staff mileage and travel expenses. The FY2022 Health Programs Revolving Fund is recommended at $45,000 which is level-funded from the FY2021 authorization. First authorized in FY2021, a revolving fund for Lab Animal Permits is recommended at $40,000 to handle inspections for an increasing number of lab animals in the commercial and industrial properties in town. Program Improvement Requests: None requested. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-22 Program: Land Use, Health and Development Department 7140 Health Town of Lexington, MA Budget Summary - General Fund FY2019 I FY2020 I FY2021 I FY2022 I Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del I Projected Increase Increase Tax Levy $ 224,150 $ 235,895 $ 342,854 $ 378,451 1$ -1$ 378,4511$ 35,597 10.38% Directed Funding Permits 1$ 46,285 $ 16,860 $ 22,500 $ 22,500 1 1$ 22,500 $ -I -% Total1 1 11 11 Appropriation Summary FY2019 I FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 200,404 $ 207,852 $ 274,304 $ 311,401 $ - $ 311,401 $ 37,097 13.52% Expenses $ 70,031 $ 44,903 $ 91,050 $ 89,550 $ - $ 89,550 $ (1,500) -1.65% Total1 1 11 II Object Code Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 200,404 $ 206,941 $ 272,591 $ 309,631 $ - $ 309,631 $ 37,040 13.59% Overtime - 910 1713 1770 - 1770 57 3.33% Personal Services $ 200,404 $ 207,852 $ 274,304 $ 311,401 $ - $ 311,401 $ 37,097 13.52% Contractual Services $ 65,455 $ 43,273 $ 82,000 $ 80,500 $ - $ 80,500 $ (1,500) -1.83% Utilities $ 1,350 $ 1,102 $ 2,800 $ 2,800 $ - $ 2,800 $ - -% Supplies $ 3,226 $ 529 $ 6,250 $ 6,250 $ - $ 6,250 $ - -% Small Capital $ - $ - $ - $ - $ - $ - $ - -% Expenses $ 70,031 $ 44,903 $ 91,050 $ 89,550 $ - $ 89,550 $ (1,500) -1.65% Total1 1 411 11 -------------------------------------------------. Budget Summary - Revolving Funds* FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Health Programs Revolving $ 33,291 $ 22,654 $ 45,000 $ 45,000 $ 45,000 $ - -% Fund Lab Animal Permits Revolving $ - $ - $ 40,000 $ 40,000 $ 40,000 $ - -% Fund Total 41 Health $ 33,291 $ 22,654 $ 85,000 111 111 *Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4. Appropriation Summary FY2019 I FY2020 FY2021 FY2022 I Manager's FY2022 Dollar Percent (Revolving Funds) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase 7140-Health Programs Revolving Fund Expenses $ 36,197 $ 45,719 $ 45,000 $ 45,000 $ - $ 45,000 $ -1 -% 7140-Lab Animal Permits Revolving Fund Expenses Is -Is - $ 40,000 $ 40,0001 Is Total1 Health $ 36,197 $ 45,719 $ 85,000 111 111 ----------------------------------------------------------• Budget Summary - All Funds Appropriation Summary FY2019 I FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (All Funds) Actual Actual Appropriation Request Add/Del lMgr'sRec. lincreaselIncrease Compensation $ 200,404 1$ 207,852 $ 274,304 $ 311,401 $ - $ 311,4011$ 37,097 1 13.52% Expenses $ 106,228 $ 90,622 $ 136,050 $ 134,550 $ - $ 134,550 $ (1,500) -1.10% Total1 Health-All Funds $ 306,6321 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-23 Program: Land Use, Health and Development Department 7200 Planning Town of Lexington, MA Mission: The Planning Office helps residents envision and work toward a community that serves the needs of all its citizens and to manage growth and change. The Planning Office provides staff assistance to the Planning Board, helps to administer the Zoning Bylaw and reviews development permit applications for residential and commercial projects. Budget Overview: The Planning Office supports the Planning Board in the administration of the Subdivision Regulations, the adequacy determinations of unaccepted streets, the granting of special permits for residential development, site plan review and granting of special permits, as well as reviewing zoning amendments and planned development district proposals that go to Town Meeting. In addition, the staff engages in short- and long-term planning regarding growth and development issues in Lexington, actively participants in various committees dealing with transportation, affordable housing, economic development, as well as regional and statewide initiatives. The planning staff participates on the Development Review Team, the Economic Development Advisory Committee, the Housing Partnership Board, the Transportation Safety Group, Parking Management Group, Transportation Forum, the HOME Consortium, and the Boston Metropolitan Planning Organization. Division Initiatives: 1. Implement Comprehensive Plan (LexingtonNext) Action Plan. 2. Assemble and support the Planning Board's Annual Work Plan to ensure alignment with LexingtonNext, the Comprehensive Plan. 3. Establish an expedited, transparent, and engaging permitting process that is clear and consistent for all projects. 4. Collaboratively work with members of the Land Use, Health, and Development (LUHD) Department and other members of staff to plan and execute short and long-term planning initiatives. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-24 Program: Land Use, Health and Development Department 7200 Planning Town of Lexington, MA ---------------------------------- Assistant Town Manager for Development .................................. office Manager- Office of Land We Department Assi,,tant,, ..................... Nanning Director Nanning Board Assnstant Planning planner PlIamng I DIrector Department A,-,istant .1 1..................................... .................. Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 Budget Budget Budget Request Planning Director 1 1 1 1 Assistant Planning Director 1 1 1 1 Planner 1 1 1 1 Administrative Assistant I 1 1 1 Total FTE 4 4 4 4 Total FT/PT 4 FT 4 FT 4 FT 4 FT FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-25 Program: Land Use, Health and Development Department 7200 Planning Town of Lexington, MA Budget Recommendations: The FY2022 recommended General Fund Planning Department budget is $434,992, which is an increase of$10,578 or 2.49% from the FY2021 budget. The General Fund operating budget for Compensation is $357,642 and reflects a $10,578 or 3.05% increase from the FY2021 budget, due to contractually obligated step increases and cost of living adjustments. The recommended budget for Expenses is $77,350 and is level-funded from FY2021. Program Improvement Requests: None requested. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-26 Program: Land Use, Health and Development Department 7200 Planning Town of Lexington, MA Budget Summary Funding Sources FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $ 231,412 $ 268,858 $ 404,414 $ 414,992 $ - $ 414,992 $ 10,578 2.62% Directed Funding Fees $ 35,500 $ 54,163 $ 20,000 $ 20,000 $ - $ 20,000 $ -I -% Total 11 Planning $ 266,912 $ 323,020 $ 424,414 $ 434,992 •• 1 •% Appropriation FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 227,341 $ 291,624 $ 347,064 $ 357,642 $ - $ 357,642 $ 10,578 3.05% Expenses $ 39,571 $ 31,396 $ 77,350 $ 77,350 $ - $ 77,350 $ - -% Total 11 Planning $ 266,912 $ 323,02010,578 Object Code Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 226,362 $ 291,017 $ 339,521 $ 349,848 $ - $ 349,848 $ 10,327 3.04% Overtime 980 608 7,543 7,794 - 7,794 251 3.33% Personal Services $ 227,341 $ 291,624 $ 347,064 $ 357,642 $ - $ 357,642 $ 10,578 3.05% Contractual Services $ 37,858 $ 29,643 $ 72,850 $ 72,850 $ - $ 72,850 $ - -% Utilities $ - $ 322 $ - $ - $ - $ - $ - -% Supplies $ 1,712 $ 1,431 $ 4,500 $ 4,500 $ - $ 4,500 $ - -% Small Capital $ - $ - $ - $ - $ - $ - $ - -% Expenses 1$ 39,571 $ 31,396 $ 77,350 $ 77,350 $ - $ 77,350 $ - -% Total 11 Planning $ 266,912 $ 323,020 $ 424,414 $ 434,992 •• 1 •% FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-27 Program: Land Use, Health and Development Department 7300 Economic Development Town of Lexington, MA Mission: The Economic Development Office works to encourage new investment and support our local businesses - big and small. A strong local business environment is a critical component of a healthy and sustainable community creating places to eat and shop, as well as opportunities for employment and added revenue to support local services. To that end, the Economic Development Office serves as a liaison for businesses and works to address business-related issues from parking to updating land use policy. The Office also works to retain and expand local businesses by providing information, conducting research, and leveraging State economic development resources. The Economic Development Office also cultivates and maintains relationships with State-level partners for business development, tourism, and infrastructure investment opportunities. The Economic Development Office works to leverage economic opportunities from tourism through the operations of the Visitors Center, the Liberty Ride Trolley Tour, and the Battle Green Guides program. Sharing our role in American history attracts many thousands of visitors to Lexington each year. These visitors help to support our local businesses which contributes to our community's overall economic sustainability. Budget Overview: The Economic Development budget is divided into three elements: the Economic Development Office, the Liberty Ride Trolley Tour Program, and the Visitors Center Operations. The Economic Development Office is tasked with strengthening the commercial tax base, providing services to existing and prospective businesses, and overseeing tourism functions and staff. The Economic Development Office works on initiatives with input from the Economic Development Advisory Committee, the Lexington Center Committee, and the Tourism Committee. The Liberty Ride is a trolley tour of Lexington and Concord which also serves as the only transportation link to the area's historic sites. As a revolving fund, the Liberty Ride is self-funded through ticket sales. Due to the pandemic, the Liberty Ride did not operate during 2020. Staff will determine the level of operations in 2021 based on conditions as they evolve. The Visitors Center serves as gateway for over 120,000 people who come to visit Lexington every year. As a revolving fund, the Visitors Center operates with revenue generated from gift shop retail sales to offset costs. The construction of the new Visitors Center was completed and opened to the public in Spring 2020. Unfortunately, operations were hampered due to the pandemic. Division Initiatives: Economic Development Office 1. Support the next steps associated with the Hartwell Zoning Initiative 2. Prioritize and implement recommendations from the Center Retail Strategy Plan and the Tourism Marketing Plan Tourism/Visitor Activities 1. Expand programs & retail operations in the newly constructed Visitors Center 2. Develop additional materials for non-English speaking visitors and implement the Freedoms Way Grant 3. Identify other funding opportunities to augment revenue for the tourism revolving funds 4. Increase the use of social media and target online advertising to increase visits to Lexington. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-28 Program: Land Use, Health and Development Department 7300 Economic Development Town of Lexington, MA Assistant Town Manager for Development Office Manager- Office of Land Use I[?e' artment . ssd stant.s Ec?nornCic Development Director Visitors center fconokmOc Manager DeveOosRoment Coordinator F ers cent.'FTT @.BtrvertyRude flamt as agar Coordir tor F Center Staff IL[fnertyr Ride Guides tattle Green Guides Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 Budget Budget Budget Request Economic Development Director 1 1 1 1 Economic Development Coordinator 1 1 1 1 Economic Development Intern Seasonal Seasonal Seasonal Seasonal Visitor Center Manager 1 1 1 1 Visitor Center Staff (6PT) 4.75 4.75 4.75 4.75 Visitor Center Assistant Manager 0.56 0.56 0.56 0.56 Battle Green Guides Seasonal Seasonal Seasonal Seasonal Tour Services Coordinator 0.70 0.70 0.70 0.70 Liberty Ride Guides Seasonal Seasonal Seasonal Seasonal .. Seasonal • • Seasonal Note: Visitor Center staffing is included above as this function was transferred from Chamber of Commerce in FY2015. There are 7 Visitor Center staff(1 works full-time and 6 work part-time)and 30 seasonal workers from April to October FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 IX-29 Program: Land Use, Health and Development Department 7300 Economic Development Town of Lexington, MA Budget Recommendations: The FY2022 recommended All Funds Economic Development budget, inclusive of the General Fund operating budget and the Liberty Ride and Visitors Center Revolving Funds, is $848,681, which is a $12,099 or 1.45% increase from the FY2021 budget. The FY2022 recommended General Fund Economic Development operating budget is $408,657, which is a $11,374 or 2.86% increase from the FY2021 General Fund budget. The recommended General Fund operating budget for Compensation is $186,957, and reflects a $(10,226) or (5.19)% decrease, which is a net change, and captures contractually obligated step increases and cost of living adjustments, offset by savings from staff turnover. The recommended General Fund operating budget for Expenses is $221,700, an increase of $21,600 or 10.79%. This is a net-change that reflects removing one-time costs for outreach for the Hartwell Avenue Zoning Initiative ($16,300); offset by increasing Marketing ($6,000) and Subscriptions ($5,000), and increasing support for the Visitors Center ($25,000) to a total of $94,000 as it transitions back to its permanent location and anticipates a full reopening after the pandemic. Contractual costs include expenses associated with the REV Shuttle, a business-serving shuttle that runs between the Hartwell Avenue corridor and the Alewife Red Line Station, funded via a transfer from the Transportation Demand Management (TDM) Stabilization Fund. The recommended FY2022 Liberty Ride Revolving Fund request is $193,263 which is level-funded from FY2021. COVID-19 travel restrictions affected the travel and tourism industry overall; the Liberty Ride tour was suspended in Summer 2020, and is not forecast to resume operations until Summer 2021. The recommended FY2022 Visitor Center Revolving Fund request is $246,761 which is essentially level- funded from FY2021, and will again receive General Fund support in FY2022, as the full reopening in the new building was impacted by the effects of the pandemic. Program Improvement Requests: Request Recommended Salaries Benefits Benefits (reflected in Salaries (reflected in and Shared Total and Shared Not Description Expenses Expenses) Requested Expenses Expenses) Total Recommended Part-Time Administrative Assistant $ 33,879 $ 16,426 $ 50,305 $ — $ — $ — $ 50,305 FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 IX-30 Program: Land Use, Health and Development Department 7300 Economic Development Town of Lexington, MA Budget Summary - General Fund FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $ 264,940 $ 237,245 $ 351,283 $ 362,657 $ - $ 362,657 $ 11,374 3.24% TDM Stabilization Fund $ 46,000 $ 46,000 $ 46,000 $ 46,000 $ - $ 46,000 $ - -% Center Impr. District Stab. Fund $ 27,000 $ 27,000 $ - $ - $ - $ - $ - -% Total 11 . $ 337,940 $ 310,245 $ 397,283 $ 408,6571: Appropriation Summary FY2019 I FY2020 FY2021 FY2022 I Manager's FY2022 Dollar Percent (General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 190,809 $ 138,845 $ 197,183 $ 186,957 $ - $ 186,957 $(10,226) -5.19% Expenses $ 147,131 $ 171,401 $ 200,100 1$ 221,700 1$ - $ 221,700 $ 21,600 10.79% Total11 . $ 337,940 $ 310,245 $ 397,283 $ 408,657408,657 Program Summary FY2019 I FY2020 FY2021 FY2022 I Manager's FY2022 Dollar Percent (General Fund) Actual Actual JAppropriation Request Add/Del Mgr's Rec. Increase Increase 7310 Economic Development Office $ 337,940 $ 310,245 $ 397,283 $ 408,657 $ - $ 408,657 $ 11,374 2.86% Total11 • 337,940 $ 310,245 $ 397,2831: . 408,657 :. Object Code Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (General Fund) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 190,734 $ 138,592 $ 194,355 $ 184,035 $ - $ 184,035 $(10,320) -5.31% Overtime 75 252 2,828 2,922 - 2,922 94 3.32% Personal Services $ 190,809 $ 138,845 $ 197,183 $ 186,957 $ - $ 186,957 $(10,226) -5.19% Contractual Services $ 123,265 $ 66,736 $ 123,100 $ 114,700 $ - $ 114,700 $ (8,400) -6.82% Utilities $ - $ - $ - $ - $ - $ - $ - -% Supplies $ 23,867 $ 104,665 $ 77,000 $ 107,000 $ - $ 107,000 $ 30,000 38.96% Small Ca ital $ - $ - $ - $ - $ - $ - $ - -% Expenses $ 147,131 $ 171,401 $ 200,100 $ 221,700 $ - $ 221,700 $ 21,600 10.79 Total11 • $ 337,940 $ 310,245 $ 397,283 $ 408,6571: Budget Summary - Revolving Funds*-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-.-. Funding Sources FY2019 I FY2020 I FY2021 I FY2022 I Manager's FY2022 Dollar Percent Actual Actual Estimate Projected Add/Del Projected I Increase I Increase Liberty Ride Rev. Fund $ 179,041 $ 125,800 $ 195,000 $ 195,000 $ - $ 195,000 $ - I -% Visitors Center Rev. Fund $ 147,613 $ 39,309 $ 247,000 $ 247,000 1$ - $ 247,000 $ - -% Total11 -Revolving Funds $ 326,654165,109 111 111 111 *Revolving Funds are authorized by Town Meeting via Article 9,and are not appropriated under Article 4. Appropriation Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent (Revolving Funds) Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase 7320 Liberty Ride Rev.Fund $182,274 $139,510 $ 193,263 $193,263 $ - $ 193,263 $ - -% Compensation $ 59,280 $ 41,715 $ 68,200 $ 68,200 $ - $ 68,200 $ - -% Expenses $ 122,994 $ 97,795 $ 125,063 $ 125,063 $ - $ 125,063 $ - -% 7340 Visitors Center Rev.Fund $170,309 $ 44,359 $ 246,036 $246,761 $ - $ 246,761 $ 7251 0.29% Compensation $ 107,855 $ 18,459 $ 131,238 $ 138,541 $ - $ 138,541 $ 7,303 1 5.56% Expenses $ 62,454 $ 25,899 $ 114,798 $ 108,220 $ - $ 108,220 $ (6,578) -5.73% Total11 -Revolving Funds :.• • •• 440,024 1 1 1 Budget Summary - All Funds ------------------------------------------------------------. FY2019 I FY2020 FY2021 FY2022 I Manager's FY2022 Dollar Percent Appropriations Summary Actual Actual JAppropriation Request Add/Del Mgr's Rec. Increase I Increase Compensation $ 357,944 $ 199,019 $ 396,6211$ 393,698 $ - $ 393,698 1$ (2,923) -0.74% Expenses $ 332,579 $ 295,095 $ 39,9611$ 454,983 1$ - $ 454,983 $ 15,022 1 3.41% Total11 -All Funds $ .91 199 FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 IX-31 This Page In Intentionally Left Blank W � � « S /�� ®« . Section X: Program 8000: General Government This section includes detailed information about the FY2022 Operating Budget & Financing Plan for General Government. It includes: • 8100 Select Board X-2 • 8200 Town Manager X-6 • 8300 Town Committees X-10 • 8400 Finance X-12 • 8500 Town Clerk X-16 • 8600 Innovation &Technology X-20 FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-1 Program: General Government 8100 Select Board Town of Lexington, MA Mission: The 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 Select Board's Office, Town Counsel, the Annual Town Report, and the Public, Education, Governmental (PEG) programming budget. Day-to-day operation of the Select Board's Office is under the direction of the Office Manager/Executive Clerk and the Department Assistant who assist the Select 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 Select 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 approximately 320 Select Board appointments to more than 50 committees. In addition, the Select Board's Office notifies Lexington residents of all national, state and local elections. Town Counsel represents the Town, through the Select 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 work with the IT Department to automate the Permitting and Licensing workflows for Select Board Permits. 2. Develop enhanced recruitment and onboarding processes for Select Board appointments to Boards and Committees. 3. Improve methods of Communication between the Select Board and residents. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-2 Program: General Government 8100 Select Board Town of Lexington, MA Select Board m f'f'i e f area er/ i', Re oord'ing Executive-Clerk Secretary "g C epa reernt Assistant Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 Budget Budget Budget Request Office Manager/Executive Clerk 1 1 1 1 Department Assistant 1 1 1 1 Recording Secretary* 0.22 0.25 0.25 0.25 *FTE change in FY2020 reflects a more realistic depiction of hours needed to support the Select Board. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-3 Program: General Government 8100 Select Board Town of Lexington, MA Budget Recommendations: The FY2022 recommended General Fund operating budget for the Select Board is $1,259,808, which is a $(35,068) or (2.71)% decrease from the FY2021 General Fund budget. The Compensation budget is $135,782, which is a $6,583 or 5.10% increase, which reflects step increases and cost of living adjustments. The overall Expenses operating budget is $1,124,026, which is a net decrease of$(41,651) or -3.57%. Decreases in the Legal and PEG Access budgets are offset by a contractual increase for the annual audit ($2,000). The recommended FY2022 budget for legal expenses is decreasing by $15,000 or (3.66%) from FY2021 to a total of$395,000. The recommended FY2022 budget for the annual Town Report is unchanged from FY2021 at $13,688. The FY2022 recommended budget for the Town's annual contract with LexMedia for broadcasting public meetings and events is $602,500 which is a $(24,651) or (3.93)% decrease from FY2021, and reflects contractual commitments to LexMedia. This budget item is fully funded from the PEG Access Special Revenue Fund. Program Improvement Requests: None requested. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-4 Program: General Government 8100 Select Board Town of Lexington, MA Budget Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $ 437,775 $ 376,874 $ 598,154 $ 588,144 $ - $ 588,144 $ (10,010) -1.67% Transfers from Enterprise Funds $ 1,062 $ 1,118 $ 1,071 $ 664 $ - $ 664 $ (407) -38.00% to General Fund(Indirects) PEG Access Special Revenue Fund 1 $ 627,151 $ 602,500 $ - $ 602,500 $ (24,651) -3.93% Fees Licenses&Permits $ 89,079 $ 76,258 $ 68,500 $ 68,500 1 1$ 68,500 $ -I -% Total11 •) $1,128,817 $1,068,726 $ 1,294,876 $1,259,808 $ $1,259,808 1.: FY2019 I FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 101,786 $ 118,280 $ 129,199 $ 135,782 1$ - $ 135,782 1$ 6,583 5.10% Expenses $1,027,031 $ 950,446 $ 1,165,677 $1,124,026 1$ - $1,124,OZ6 $ (41,651) -3.570% Total 11 (General . 1.' :1: :1: 1.: Program Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 8110 Select Board's Office $ 219,328 $ 204,629 $ 244,037 $ 248,620 $ - $ 248,620 $ 4,583 1.88% Total 8120 Legal $ 301,214 $ 241,617 $ 410,000 $ 395,000 $ - $ 395,000 $ (15,000) -3.66% Total 8130 Town Report $ 11,190 $ 11,004 $ 13,688 $ 13,688 $ - $ 13,688 $ - -% Total 8140 PEG Access $ 597,085 $ 611,477 $ 627,151 $ 602,500 $ - $ 602,500 $ (24,651) -3.93% Total11 •) $1,128,817 $1,068,726 $ 1,294,876 $1,259,808 • :1: 1.: FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Object Code Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 101,786 $ 118,280 $ 129,199 $ 135,782 $ - $ 135,782 $ 6,583 5.10% Overtime $ - $ - $ - $ - $ - $ - $ - -% Personal Services $ 101,786 $ 118,280,$ 129,199 $ 135,782 $ - $ 135,782 $ 6,583 5.10% Contractual Services $1,005,942 $ 930,639 $ 1,141,164 $1,103,513 $ - $1,103,513 $ (37,651) -3.30% Utilities $ - $ - $ - $ - $ - $ - $ - -% Supplies $ 21,090 $ 19,807 $ 24,513 $ 20,513 $ - $ 20,513 $ (4,000) -16.32% Small Ca ital - - - - - - - -% Expenses 1$1,027,031 $ 950,446 $ 1,165,677 $1,124,026 $ - $1,124,026 $(41,651) -3.57710 Total11 •) $1,128,817 $1,068,726 $ 1,294,876 $1,259,808 $ $1,259,808 1.: FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 X-5 Program: General Government 8200 Town Manager Town of Lexington, MA Mission: The 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 Selectmen-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 Select 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 Racial Diversity, Inclusion, and Equity Transformation plan and other social equity initiatives in coordination with the Select Board. 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. 7. Asses the Town's existing fiscal policies, particularly the use and funding of Stabilization funds, as well as considering new strategies for funding OPEB and review of the Recreation Enterprise Fund. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-6 Program: General Government 8200 Town Manager Town of Lexington, MA -------------------------------- Town Manager ..... .............. m. . mm.,.. . a Human Fast urce Director � Deput�^Town Manager Hearing Officers G F -------------- ....d......_............... y ...... Human Resources FubdicInfbrrnation As ciate Office Manager Cfficer Be n efi tc. M anagement Sustainability oCoordinator Fellck,�Anal st Director Fart-Timt-Municipal Diversity,Equity& Assistant Inclusion Offi car Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 Budget Budget Budget Request Town Manager 1 1 1 1 Deputy Town Manager 1 1 1 1 Public Information Officer 1 1 1 1 Sustainability Director* — 1 1 1 Diversity, Equity and Inclusion Officer** — — — 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 0.54 i .66 *A Sustainability Director was funded in FY2020 in response to a goal established by the Select Board to coordinate sustainability initiatives and identify grant opportunities for funding those initiatives. **A Diversity, Equity and Inclusion Officer is recommended in response to community organizing around racial justice and equity. ***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 part-time Municipal Assistant was add via a program improvement in FY2021 to support benefits processing for Human Resources. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-7 Program: General Government 8200 Town Manager Town of Lexington, MA Budget Recommendations: The FY2022 recommended budget inclusive of the Town Manager's Office and Human Resources is $1,205,674, which is a $89,974 or 8.06% increase from the FY2021 budget. The recommended FY2022 budget for Compensation is $922,639, and reflects a $76,724 or 9.07% increase, which captures step increases and cost of living increases. The recommended FY2022 budget for Expenses is $283,035, which reflects a increase of $13,250 or 4.91% from FY2021, which is a net increase reflecting the addition of $10,000 for scanning and converting electronic files into the Tyler Content Manager module, offset by by decreases to capture actual expenses in the Town Manager budget. The department's budget includes a Salary Adjustment Account, which reflects anticipated FY2022 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. Three contracts expire at the end of FY2022 with the Lexington Police Association, the AFSCME Public Safety Dispatchers, and the Local 1703 Building Custodians. 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 Diversity Equity&Inclusion Officer $ 95,000 $ 17,182 $ 112,182 $ 95,000 $ 17,182 $ 112,182 $ — Department Structure Review $ 100,000 $ — $ 100,000 $ 100,000 $ — $ 100,000 $ — *Department Structure Review will be funded via Article 7 at Annual Town Meeting rather than as part of the Town Manager's budget. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-8 Program: General Government 8200 Town Manager Town of Lexington, MA Budget Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $ 268,560 $ 393,690 $ 680,232 $ 679,096 $ 95,000 $ 774,096 $ 93,864 13.80% Enterprise Funds(Indirect) $ 49,724 $ 51,406 $ 42,193 $ 36,728 $ - $ 36,728 $ (5,465) -12.95% Available Funds Rentals* $ 459,765 $ 431,498 $ 393,275 $ 394,850 $ - $ 394,850 $ 1,575 0.40% Total11 Town Manager778,049 11 $ 1,110,674111 $1,205,6741.'. FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 646,908 $ 714,544 $ 845,915 $ 837,639 $ 85,000 1$ 922,639 IS 76,724 9.07% Expenses $ 131,141 IS 162,050 $ 269,785 $ 273,035 $ 10,000 $ 283,035 $ 13,250 4.91% Total11 Town Manager149 $ 876f594 $ 1,115,700 $ 1,110,674111 $1,205,6741.'. Program Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 8210 Organizational Dir. &Admin. $ 543,435 $ 624,321 $ 800,184 $ 799,749 $ 95,000 $ 894,749 $ 94,565 11.82% Total 8220 Human Resources $ 234,614 $ 252,274 $ 315,516 $ 310,925 $ - $ 310,925 $ (4,591) -1.46% Total8200 Town Manager : 1'• 11 $ 1f110f674 $ 95,000 $1,205,674 : 1.'. Object Code Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 646,908 $ 714,544 $ 845,915 $ 837,639 $ 85,000 $ 922,639 $ 76,724 9.07% Overtime $ - $ - $ - $ - $ - $ - $ - -% Personal Services $ 646,908 $ 714,544 $ 845,915 $ 837,639 $ 85,000 $ 922,639 $ 76,724 9.07% Contractual Services $ 108,878 $ 143,342 $ 228,300 $ 244,550 $ - $ 244,550 $ 16,250 7.120/c Utilities $ 37 $ 168 $ - $ - $ - $ - $ - -% Supplies $ 20,193 $ 15,981 $ 21,985 $ 21,985 $ 10,000 $ 31,985 $ 10,000 45.490/c Small Capital $ 2,033 $ 2,559 $ 19,500 $ 6,500 $ - $ 6,500 $ (13,000) -66.679/c Expenses 1$ 131,141 $ 162,050 $ 269,785 $ 273,035 $ 10,000 $ 283,035 $ 13,250 4.91% Total11 Town Manager : 1'• $ 876,594 $ 1,115,700 $ 1,110f674 • 111 $1,205,674 •• • ' : 1.'. *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) FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del I Projected Increase Increase Tax Levy $ 483,030 1$ 936,981 $ 408,732 1$ 313,529 1 1$ 313,529 1$ (95,203) -23.29% Total1 Salary Adjustment1 1 $ 936,981 $ 408,7321 FY2019 I FY2020 FY2021 FY2022 I Manager's FY2022 Dollar Percent Program Summary Actual Actual JAppropriation Request Add/Del Mgr's Rec. Increase Increase Total 8230 Salary Adjustment 1$ 483,030 1$ 936,981 $ 408,732 1$ 313,529 1 1$ 313,529 $ (95,203) -23.29% Total1 Salary A• 1 1 936,981 $ 408,732 • • • 1 •' FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-9 Program: General Government 8300 Town Committees Town of Lexington, MA Mission: Town Committees includes the Appropriation Committee, Capital Expenditures Committee, Public Celebrations Committee and various boards and committees appointed by the Select Board, Moderator and the Town Manager. Budget Overview: The Town Committees budget provides funding for a variety of statutory and advisory committees that are an integral part of the operation of local government in Lexington. The financial committees - the Appropriation Committee and the Capital Expenditures Committee - provide detailed financial review and analysis to Town Meeting. The Town Celebrations Committee, appointed by the Select Board, plans the Town's annual celebrations, including the Martin Luther King Day celebration, and parades on Veterans' Day, Patriots' Day, and Memorial Day. Appropriation Capitall Expenditures Town Celebrations Committee ICommittee Commiftee I =Aj Recording Secretary (PTY Authorized/Appropriated Staffing Limited staff support is provided through the Town Manager's Office and Finance Department, and a part-time Recording Secretary takes meeting minutes. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-10 Program: General Government 8300 Town Committees Town of Lexington, MA Budget Recommendations: The FY2022 recommended Town Committees budget is $65,233, which is an increase of$1,133 or 1.77% from FY2021. Compensation is level-funded. Expenses are funded at $58,471, which is an increase of$1,133 or 1.98%. This reflects a 2.5% increase in supplies for the Town Celebrations Committee for increasing costs for Patriots' Day. 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 I Recommended Townwide Survey-20/20 Vision Committee $ 50,000 $ - $ 50,000 $ 50,000 $ - $ 50,000 $ - *The Town wide Survey will be funded via Article 8 at Annual Town Meeting rather than as part of the Town Committees'budget. Budget Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $ 51,492 $ 10,102 $ 64,100 $ 65,233 $ - $ 65,233 $ 1,133 1.77 Total 11 Town Committees10,102 11 Appropriation Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 5,275 $ 3,954 $ 6,762 $ 6,762 $ - $ 6,762 $ - -% Expenses $ 46,217 $ 6,148 $ 57,338 $ 58,471 $ - $ 58,471 $ 1,133 1.98 % Total11 Town Committees '• 1 1 64,100 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Program Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 8310 Financial Committees $ 5,667 $ 4,299 $ 8,262 $ 8,262 $ - $ 8,262 - -% Total 8320 Misc. Boards& $ 1,877 $ 103 $ 10,500 $ 10,500 $ - $ 10,500 $ - -% Committees Total 8330 Town Celebrations $ 43,948 $ 5,700 $ 45,338 $ 46,471 $ - $ 46,471 $ 1,133 2.50 % Total 11 Town Committees10,102 11 Object Code Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 5,275 $ 3,954 $ 6,762 $ 6,762 $ - $ 6,762 $ - -% Overtime $ - $ - $ - $ - $ - $ - $ - -% Compensation $ 5,275 $ 3,954 $ 6,762 $ 6,762 $ - $ 6,762 $ - - % Contractual Services $ 1,867 $ 38 $ 10,000 $ 10,000 $ - $ 10,000 $ - -% Utilities $ - $ - $ - $ - $ - $ - $ - -% Supplies $ 44,350 $ 6,110 $ 47,338 $ 48,471 $ - $ 48,471 $ 1,133 2.39 % Small Capital - - - - - - - -% Expenses $ 46,217 $ 6,148 $ 57,338 $ 58,471 $ - $ 58,471 $ 1,133 1.98 % Total11 Town Committees • 1 1 64,100 FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-11 Program: General Government 8400 Finance Town of Lexington, MA Mission: The Finance Department is responsible for: (1) maintaining timely and accurate records on all financial activities of the Town; (2) administering internal financial controls; 3) facilitating the evaluation of the Town's financial condition; (4) ensuring that the delivery of Town services is done in compliance with Massachusetts General Laws that govern municipal finance; (5) providing timely and accurate financial information to managers of Town services to facilitate the evaluation of the cost effectiveness and efficiency of Town programs; (6) providing timely and accurate financial information to Town boards and committees to facilitate policy deliberation and formulation; and (7) safeguarding the financial assets of the Town. Budget Overview: The Finance Department is comprised of the following divisions: the Comptroller's Office, the Treasu rer/Col lector's Office and the Assessing Office. • The Comptroller's Office is responsible for maintaining the Town's general ledger (accounting), accounts payable, payroll and centralized purchasing. The Comptroller's budget is also inclusive of funding for the Assistant Town Manager for Finance, who oversees all financial operations of the Town, and the Budget Officer who in concert with the Assistant Town Manager for Finance and the Town Manager, develops and monitors the annual capital and operating budgets. • The Treasurer/Collector's Office has three primary responsibilities: the collection and deposit of all Town taxes, fees and charges including property taxes, motor vehicle excise, utility billing and other local receipts (permit and license fees, fines, etc.); the management and investment of all revenues collected; and the issuance and servicing of debt. • The Assessing Office's primary function is the development of assessed values of real and personal property. Staff also support various boards and committees including the Appropriation Committee, Capital Expenditures Committee, Retirement Board, Water and Sewer Abatement Board and other ad-hoc committees as assigned. Departmental Initiatives: Comptroller: 1. Implement new MUNIS modules including Employee Self Service (ESS) and Tyler Content Manager (TCM) which is an integrated document management and archiving system. 2. Continue to refine budget development. Further explore capital inventory management and planning. 3. Provide education and training for MUNIS users, particularly for the new Chart of Accounts for both Town and School departments. 4. Partner with the Treasurer/Collector to implement electronic Accounts Payable as requested by vendors to decrease the amount of printed and mailed checks. Treasurer/Collector: 1. Explore an online portal for accepting gifts and donations for the Town's trust accounts. 2. Explore online access to individual property tax accounts. 3. Implement automated processing for supplemental tax billing and other miscellaneous receivables. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-12 Program: General Government 8400 Finance Town of Lexington, MA Assessor: 1. Enhance productivity through adoption of new technology to support data collection and input activity, including income and expense data. 2. Archive and electronically store all historical property record cards currently residing in the Assessor's Office. 3. Develop procedures for addressing and resolving commercial abatements without litigation. Assistant Town Tanager for Funance/ Comptroller it_ r f .. ..Tr r r. .�T �;,,; Procurement�q .�. ..,Administrative,,,,. ... .. Ex rr P? estG tt � easu�/ { rmwr e�errent I[ Budget Officer Aase.usrrg � a;„tlEwrtsr Accountant rkffa¢ec � Assistant � Admrras2ratar Residerval Field Astrstan¢Tax manager Collector „p{Rr Staff Accountant PT PT Municipal Clark a4� eRentMal An ,....� ....... ........ ,„ Pesr ,. .........,„. ... ...,.._.. tom/ � ... reasury Assrsmerrt Fin ant rai Clark Inspectors Illlll .......... ....... ......... ............. ....._. Administrative departrnert�al starrrt Payroll ManagerManagerr sei .o„., A . „ �,.,, M ur i typal C I a 6,, y PT Municipal Clergy; FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-13 Program: General Government 8400 Finance Town of Lexington, MA Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 Element 8410: Comptroller Budget Budget Budget Request Asst. Town Manager for Finance/Comptroller 1 1 1 1 Town Accountant 1 1 1 1 Staff Accountant 1 1 1 1 Procurement Officer 0.91 0.91 0.91 0.91 Financial Clerk 1 1 1 1 Payroll Manager* — — — 1 Budget Officer 1 1 1 1 Administrative Assistant 1 0.40 1 0.40 1 0.40 1 0.40 Subtotal FTE 1 6.31 1 6.31 1 6.31 1 7.31 Subtotal FT/PT 5FT/2PT I 5FT/2PT I 5FT/2PT I 6FT/2PT Element 8420: Treasurer/Collector Treasurer/Collector 1 1 1 1 Assistant Tax Collector 1 1 1 1 Treasury Assistant 1 1 1 1 Account Clerk 1 1 1 1 Municipal Clerk 1 0.46 1 0.46 1 0.46 1 0.46 Subtotal FTE 1 4.46 1 4.46 1 4.46 1 4.46 Subtotal FT/PT 41FT/1PT I 41FT/1PT I 4FT/1PT I 4FT/iPT Element 8430: Assessor Director of Assessing 1 1 1 1 Residential Field Manager 1 1 1 1 Residential Analyst/Inspector 2 2 2 2 Office Manager 1 1 1 1 Municipal Clerks 1.0 1.0 1.0 1.0 Subtotal FTE 6.0 6.0 6.0 6.0 Subtotal FT/PT 6FT/OPT I 6FT/OPT I 6FT/OPT I 6FT/OPT Total FT/PT 15FT/3 PT 15FT13 PT 1SFr/3 PT 15FT/3 PT *In FY2022,a program improvement is recommended to hire a payroll manager. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-14 Program: General Government 8400 Finance Town of Lexington, MA Budget Recommendations: The FY2022 recommended Finance Department budget is $2,004,608, which represents a $102,263, or 5.38% increase from the FY2021 budget. The operating budget for Compensation is $1,510,973, and reflects an increase of $106,108 or 7.55%, which captures cost-of-living and step increases, as well as a program improvement to hire a payroll manager to oversee weekly management of municipal and school payroll processing. The recommended budget for Expenses is $493,635, and reflects a decrease of $(3,845) or (0.77)%, primarily due to adjusting the Office Supply budget to reflect actual spending. Program Improvement Request: Request Recommended Salaries Benefits Salaries Benefits and (reflected in Total and (reflected in Not Shared Shared Description Expenses Expenses) Requested Expenses Expenses) Total I Recommended Hire Payroll Manager $ 53,200 $ 16,721 $ 69,921 $ 53,200 $ 16,721 $ 69,921 $ - Budget Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $1,576,949 $1,500,102 $ 1,703,595 $1,769,494 $ 53,200 $ 1,822,694 $119,099 6.99% Enterprise Funds(Indirects) $ 160,224 $ 163,526 $ 166,750 $ 149,914 $ - $ 149,914 $ (16,836) -10.10% Fees&Charges Charges for Services 1$ 22,950 $ 34,229 1$ 32,000 1$ 32,000 $ - $ 32,000 $ -I -% Total 11 Finance $1,760,12391 1: $ 53,200 2,004,608 1 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $1,278,951 $1,328,134 $ 1,404,865 $1,457,773 $ 53,200 $ 1,510,973 $106,108 7.55% Expenses $ 481,172 $ 369,723 $ 497,480 $ 493,635 $ - $ 493,635 $ (3,845) -0.77% Total :'ll Finance $1,760,12391 1: $ 53,200 $2,004,608 $102,263 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Program Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 8410 Comptroller $ 658,997 $ 632,386 $ 698,407 $ 714,439 $ 53,200 $ 767,639 $ 69,232 9.91% Total 8420 Treasurer/Collector $ 389,391 $ 413,231 $ 443,695 $ 459,243 $ - $ 459,243 $ 15,548 3.50% Total 8430 Assessing $ 711,735 1$ 652,240 $ 760,243 1$ 777,726 1$ - $ 777,726 $ 17,483 2.30% Total 11 Finance $1,760,123 .• 91 • 1: $ 53,200 $2,004,608 $102,263 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Object Code Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $1,271,158 $1,325,306 $ 1,404,865 $1,457,773 $ 53,200 $ 1,510,973 $106,108 7.55% Overtime $ 7,793 $ 2,827 $ - $ - $ - $ - $ - -% Personal Services $1,278,951 $1,328,134 $ 1,404,865 $1,457,773 $ 53,200 $1,510,973 $106,108 7.55% Contractual Services $ 427,475 $ 344,683 $ 448,720 $ 449,345 $ - $ 449,345 $ 625 0.14% Utilities $ 17,208 $ (4,641) $ 1,950 $ 1,950 $ - $ 1,950 $ - -% Supplies $ 36,489 $ 29,681 $ 46,810 $ 42,340 $ - $ 42,340 $ (4,470) -9.55% Small Capital - - - - - - - -% Expenses $ 481,172 $ 369,723 $ 497,480 $ 493,635 $ - $ 493,635 $ (3,845) -0.77% Total :411 Finance $1,760,12391 41: 11 2,004,608 1 FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-15 Program: General Government 8500 Town Clerk Town of Lexington, MA Mission: The Office of the Town Clerk is the primary repository of official documents for the Town, and the custodian of and recording office for official Town and vital records. Responsibilities include issuing marriage licenses, recording vital statistics, issuing dog licenses, registering businesses, fulfilling public records requests, and conducting the annual Town Census. The Town Clerk's Office conducts elections in conformance with State and local laws and, with the Board of Registrars, processes voter registrations and certifications. The Town Clerk reports to the Deputy Town Manager. Budget Overview: The four elements comprising the Office of the Town Clerk include Town Clerk Administration, Registration, Elections, and Archives & Records Management. Town Clerk Administration: The Town Clerk acts as the Town's recording officer, registrar of vital statistics, and chief election official. The Town Clerk is the official record-keeper of Town Meeting, certifies bylaws, Town Meeting appropriations, filings with the Department of Revenue, signs notes for borrowing, and certifies official documents. The Town Clerk also registers all vital events within Lexington, recording births, marriages and deaths in accordance with State law. The Town Clerk is keeper of the seal, administers the oath of office to elected and appointed members of boards and committees, maintains records of adopted municipal codes, regulations, bylaws, oaths of office, resignations, appointments, and submits general bylaws and zoning bylaws to the Attorney General for approval. The Town Clerk's Office issues licenses and permits and serves as a central information point for residents. Board of Registrars: Registrars, appointed by the Select Board, are responsible for promoting voter registration, overseeing voter records and ruling on voter eligibility. Stipends for the Board of Registrars remain level-funded. Annual voter confirmations are conducted in accordance with State statute. The Annual Town Census and the publishing of the List of Residents is funded in this element. Elections: This element includes administration of local, state and federal elections in accordance with election laws, most recently including Early Voting for State biennial Elections and the Presidential Primary, pre-registration of 16 and 17 year-olds, and automatic voter registration. Staff provide information on candidate certifications, referenda, initiative petitions, campaign finance laws, election procedures, ballot initiatives and voter information. Over 110 Election Workers staff Lexington's polling locations, and site preparations are coordinated with Public Works, Public Facilities, Police and Lexington Public Schools. Records Management: This element addresses inventory and retention of historic and current records and documents, including proper maintenance and storage, preservation, management of electronic documents, and public access to public records and information. A part-time Archivist/ Records Manager is responsible for this work and oversees the conservation and preservation of Lexington's historic documents. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-16 Program: General Government 8500 Town Clerk Town of Lexington, MA Departmental Initiatives: 1. Ongoing administration of town/state/federal elections in conformance with statutory requirements to provide legal and accessible elections to Lexington voters. Emphasis on goal of utilizing municipal buildings for polling locations rather than schools. 2. Support of any reprecincting resulting from the 2020 Census. 3. Continued development of Archives & Records Management Program, including the management of the Town's electronic documents; 4. Continued use of Laserfiche Document Imaging System for records retention, electronic access, and archives/records portal, as well as for office use. 5. Continued use of Commonwealth of Massachusetts Electronic Vital Records Systems for births, deaths and burial permits. Deputy Tcwn Manager Taws C.lark ss,ista nt T o w Clark PT Ardiivist! Ad min istrativ PT td unidRal Recardls Fdanagar Assistant Asssi��stants, Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 Budget Budget Budget Request Town Clerk 1 1 1 1 Assistant Town Clerk 1 1 1 1 Administrative Assistant 1 1 1 1 Municipal Assistant 1.23 1.23 1.23 1.23 Archivist/Records Manager 0.46 0.46 0.46 0.46 FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-17 Program: General Government 8500 Town Clerk Town of Lexington, MA Budget Recommendations: The FY2022 recommended Town Clerk budget is $502,431 which is a $(88,021) or (14.91)% decrease from the FY2021 budget. The budget for Compensation is $404,181 and reflects a $(36,671) or (8.32)% decrease, which is primarily driven by a lower number of elections in FY2022. The decrease in FY2022 compensation is inclusive of contractually obligated step increases and cost of living adjustments, offset by a reduced need for poll workers. The budget for Expenses is $98,250, which is a decrease of $(51,350) or (34.32)%, and reflects fewer anticipated elections in FY2022. Program Improvement Request: None requested. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-18 Program: General Government 8500 Town Clerk Town of Lexington, MA Budget Summary FY2019 I FY2020 I FY2021 I FY2022 I Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $ 396,261 $ 406,463 $ 514,552 1$ 426,531 $ - $ 426,531 $ (88,021) -17.11% Directed Funding Departmental Fees 1$ 35,562 $ 36,361 $ 35,900 $ 35,900 $ -Is 35,900 $ - -% Licenses and Permits $ 49,440 $ 42,255 $ 40,000 $ 40,000 $ - $ 40,000 $ - -% Total00 Town •0 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 388,841 $ 391,457 $ 440,852 $ 404,181 $ - $ 404,181 $ (36,671) -8.32% Expenses $ 92,422 $ 93,622 $ 149,600 $ 98,250 $ - $ 98,250 $ (51,350) -34.32% Total00 Town •0 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Program Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Total 8510 Town Clerk Admin. $ 317,181 $ 332,542 $ 342,967 $ 351,389 $ - $ 351,389 $ 8,422 2.46% Total 8520 Board of Registrars $ 17,040 $ 20,128 $ 21,225 $ 18,525 $ - $ 18,525 $ (2,700) -12.72% Total 8530 Elections $ 111,231 $ 92,889 $ 174,200 $ 79,800 $ - $ 79,800 $ (94,400) -54.19% Total 8540 Records Management 1$ 35,813 $ 39,519 $ 52,060 $ 52,717 Total 8500 Town90 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Object Code Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 378,604 $ 373,302 $ 422,152 $ 395,881 $ - $ 395,881 $ (26,271) -6.22% Overtime $ 10,237 $ 18,155 $ 18,700 $ 8,300 $ - $ 8,300 $ (10,400) -55.61% Personal Services $ 388,841 $ 391,457 $ 440,852 $ 404,181 $ - $ 404,181 $(36,671) -8.32% Contractual Services $ 80,106 $ 77,589 $ 134,600 $ 86,150 $ - $ 86,150 $ (48,450) -36.00% Utilities $ 3,001 $ 3,050 $ 2,500 $ 2,000 $ - $ 2,000 $ (500) -20.00% Supplies $ 9,315 $ 12,982 $ 12,400 $ 10,000 $ - $ 10,000 $ (2,400) -19.35% Small Capital - - 100 100 - 100 - -% Expenses 1$ 92,422 $ 93,622 $ 149,600 $ 98,250 $ - $ 98,250 $ (51,350) -34.32% Total00 Town •0 FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-19 Program: General Government 8600 Innovation & Technology Town of Lexington, MA Mission: The Innovation &Technology (IT) Department's mission is to provide high-quality, cost- effective technology and services to Town administration and staff so that they can best serve the citizens of the Town of Lexington; and, to provide effective web services to employees and residents to facilitate both the dissemination and collection of information by town government. Budget Overview: The IT department supports, maintains and manages Townwide business-related technology (e.g. technology that serves both the School and Municipal staff or environments). IT maintains the technology serving all Municipal departments. The department supports townwide core services including the financial system (MUNIS), time keeping (NovaTime), document management (Laserfiche), facilities maintenance and management technology, emergency management websites and services, and VoIP telephone systems. IT maintains the infrastructure and security of the network core and co-manages the townwide area network for municipal and school departments. The department manages municipal technology purchases and performs the installations and maintenance of Town information technology equipment and services. IT staff also provide support and training for end-users. Departmental Initiatives: 1. Maximize the value of current systems a. Laserfiche b. ViewPoint Cloud c. MUNIS d. VISION e. Novatime f. ProPhoenix 2. Continue to invest in the Town's information technology infrastructure and security posture a. Implement recommendations from the network assessment b. Implement recommendations from the cybersecurity assessment c. Investigate additional cybersecurity/security measures and services 3. Redesign the Town's website to provide a new look and feel along with provide better accessibility and findability 4. Focus on future visioning for Innovation &Technology a. Mobile Work Initiatives b. Hosting and replatforming of core systems c. Unified Communications d. Disaster Recovery (DR) planning and expansion of capabilities e. Network redundancy planning and implementation FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-20 Program: General Government 8600 Innovation & Technology Town of Lexington, MA ----------------------------------- Inno atlan& Technology Director ........_........_.._...........:....----,ti rd anicipal Assistant _. _ .,,M ... i ......_ ..��.._� _...... ..,, � ..._ Infra-rmatic,n Bu ,A sinessnaiysV webmasters ISIData base, Technology Direct -r Project Pdanagiers Administrator is Pt etvm rk Ad m in istrator ,a,p pli ca tion s,,&. Systems ,Ad min istrator Su pp,art Technician Authorized/Appropriated Staffing FY2019 FY2020 FY2021 FY2022 Budget Budget Budget Request Innovation &Technology Director* 1 1 1 1 Information Technology Director 1 1 1 1 Municipal Assistant** — 0.43 0.43 0.43 Business Analyst/Project Manager 2 2 2 2 Network Administrator 1 1 1 1 GIS/Database Administrator 1 1 1 1 Support Technician 1 1 1 1 Applications &Systems Administrator 1 1 1 1 Webmaster 2 2 2 2 Part-time Intern** — 0.25 0.25 0.25 Total111 10.68 10.68 10.68 Total1 FT 10 1 1 ' *In FY2021,the Information Technology Department was renamed the Department of Innovation&Technology, which resulted in a title change for the department head. **A part-time Municipal Assistant and part-time Intern were funded in the FY2020 budget to support the increasing IT workload. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-21 Program: General Government 8600 Innovation & Technology Town of Lexington, MA Budget Recommendations: The FY2022 recommended Innovation &Technology budget is $2,839,497, which is a $46,780 or 1.68% increase from the FY2021 budget. The recommended budget for Compensation is $944,997, and reflects a $5,880 or 0.63% increase, which reflects contractually obligated increases. The recommended budget for Expenses is $1,894,500 and reflects a $40,900 or 2.21% increase. Major factors driving the increase are the growing cost of software maintenance for both existing licenses as well as new application support contracts, and an increase in the professional development/ training budget. Other minor increases in expenses reflect increased adoption of mobile technology resulting in increased Mobile Device charges, and increases in Hardware Support, reflecting support of new UPSs (uninterruptible power supplies) in new buildings. Program Improvement Requests: None requested. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-22 Program: General Government 8600 Innovation & Technology Town of Lexington, MA Budget Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Funding Sources Actual Actual Estimate Projected Add/Del Projected Increase Increase Tax Levy $1,922,441 $1,792,874 $ 2,673,193 $2,750,458 $ - $2,750,458 $ 77,265 2.89% Enterprise Funds(Indirects) $ 123,236 $ 142,966 $ 119,524 $ 89,039 $ - $ 89,039 $ (30,485) -25.51% Total :.11 Innovation&Tech. $2,045,677 :41 :1 FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Appropriation Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Compensation $ 836,975 $ 860,292 $ 939,117 $ 944,997 $ - $ 944,997 $ 5,880 0.63% Expenses $1,208,702 $1,075,548 $ 1,853,600 $1,894,500 $ - $1,894,500 $ 40,900 2.21% Total :611 Innovation&Tech. $21045f6771 $ 2,792,717 • • . :1 1.68% FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Program Summary Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase 8610 IT Administration $2,045,677 $1,935,840 $ 2,792,717 $2,839,497 1$ - $2,839,497 $ 46,780 1.68% Total :611 Innovation i Tech. $2,045,677 • .1 $ 2,792,717 • .•7 $ - $2,839,497 $ 46,780 1.68% Object Code Summary FY2019 FY2020 FY2021 FY2022 Manager's FY2022 Dollar Percent Actual Actual Appropriation Request Add/Del Mgr's Rec. Increase Increase Salaries&Wages $ 833,518 $ 855,562 $ 934,841 $ 940,579 $ - $ 940,579 $ 5,738 0.61% Overtime $ 3,457 $ 4,729 $ 4,276 $ 4 418 $ - $ 4,418 $ 142 3.32% Personal Services $ 836,975 $ 860,292 $ 939,117 $ 944,997 $ - $ 944,997 $ 5,880 0.63% Contractual Services $ 951,405 $ 891,561 $ 1,516,000 $1,542,000 $ - $1,542,000 $ 26,000 1.72% Utilities $ 101,433 $ 82,381 $ 129,500 $ 129,000 $ - $ 129,000 $ (500) -0.39% Supplies $ 32,805 $ (4,401) $ 29,100 $ 29,500 $ - $ 29,500 $ 400 1.37% Small Capital $ 123,059 $ 106,007 $ 179,000 $ 194,000 $ - $ 194,000 $ 15,000 8.38% Expenses $1,208,702 $1,075,548 $ 1,853,600 $1,894,500 $ - $1,894,500 $ 40,900 2.21 Total :.11 Innovation1 : 1 :1 FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 X-23 This Page In Intentionally Left Blank \/:y\ \\ 1 / »\ . / A�� Section XI: Capital Investment FY2022 Capital Improvement Budget & Financing Plan 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 FY2022 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. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 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 became effective beginning in January 2020, and in November 2020, Lexington received a State match of $1.5 million, or 29.7% of its surcharge revenue. Receipts for FY2022 from the surcharge and state matching funds are preliminarily estimated at $7.4 million, compared to $6.8 million in FY2021, and reflect an estimated State match of 30%. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 XI-2 FY2022 CAPITAL FINANCING STRATEGY The proposed financing plan for the recommended FY2022 capital budget is shown in the table below. ® e Other Free Cash/ Funding Tax Levy Sources Debt Total Other* General Fund $ 7,766,391 $ — $ 6,767,583 $ 14,533,974 $ — Excluded Debt Projects $ — $ — $ 25,544,742 $ 25,544,742 $ — Other Funding &Chapter 90 $ — $ 357,715 $ — $ 357,715 $ 977,917 Water Enterprise $ — $ 614,020 $ 1,010,000 $ 1,624,020 $ — Sewer Enterprise $ — $ 304,020 $ 1,320,000 $ 1,624,020 $ — Recreation Enterprise $ — $ 87,000 $ — $ 87,000 $ — Community Preservation Act $ — $ 585,000 $ — $ 585,000 $ — ®NMI HMZUEE�� ®® ® ® *Other represents Chapter 90 Aid for street improvements. This item does not require a Town Meeting appropriation. The following table, FY2022 Recommended Capital Budget, lists all FY2022 projects recommended by the Town Manager 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. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 XI-3 FY2022 Recommended Capital Budget ®ee e r s ® ed s d P/arming South Lexington Traffic Mitigation Plan $ 115,000 TDM Stabilization Fund 12 Planning/Engineering Transportation Mitigation $ 20,889 TNC Spec. Revenue Fund 12 Total Land Use, Health and Development $ 135,889 Fire I Self-Contained Breathing Apparatus Replacement Is 416,545 I Free Cash 12 Total Public Safety $ 416,545 Recreation&Comm.Pgms. Pine Meadows Improvements $ 25,000 Recreation RE 11 Recreation&Comm.Pgms. Pine Meadows Equipment $ 62,000 Recreation RE 11 Recreation&Comm.Pgms. Park and Playground Improvements $ 170,000 CPA 10 Recreation&Comm.Pgms. Park Improvements-Athletic Fields $ 155,000 CPA 10 Recreation&Comm.Pgms. Community Center Mansion Sidewalk&Patio $ 110,000 CPA 10 Total Culture and Recreation $ 522,000 Public Facilities Public Facilities Bid Documents $ 100,000 Free Cash 16 Public Facilities Building Flooring $ 125,000 Free Cash 16 Public Facilities School Paving and Sidewalks $ 125,000 Free Cash 16 Public Facilities Mechanical/Electrical Systems Replacements $ 728,000 GF Debt 16 Public Facilities Municipal Building Envelopes and Associated Systems $ 214,186 Tax Levy 16 Public Facilities Townwide Roofing $ 528,000 GF Debt 16 Public Facilities School Building Envelopes and Associated Systems $ 245,199 Free Cash 16 Public Facilities Playground Enhancements-Pour-in-Place Surfaces $ 150,000 CPA 10 Public Facilities LHS Feasibility Study $ 1,825,000 GF Debt 24 Public Facilities Center Recreation Complex Bathrooms&Maintenance $ 915,000 GF Debt 16 Building Renovation Public Facilities Space Needs for School Year 2021-22 $ 600,000 Free Cash 16 Public Facilities HVAC Improvements $ 900,000 1 GF Debt 16 Total Public Facilities Department $ 6,455,385 Public Works Townwide Culvert Replacement $ 390,000 Free Cash 12 Public Works Equipment Replacement $ 1,420'000GF Debt/water-SewerRE/Free as 12 Prior Bond A th. Public Works Sidewalk Improvements $ 800,000 GF Debt 12 Public Works Storm Drainage Improvements and NPDES Compliance $ 385,000 Free Cash 12 Public Works Comprehensive Watershed Stormwater Management $ 390,000 Free Cash 12 Public Works Street Improvements $ 2,651,674 Tax Levy 12 Public Works Pump Station Upgrades $ 520,000 Wastewater Debt 14 Public Works Sanitary Sewer System Investigation and Improvements $ 1,000,000 wastewater Debt/User Charges 14 Public Works Water Distribution System Improvements $ 1,110,000 Water Debt/User Charges 13 Public Works Hydrant Replacement Program $ 150,000 Water RE/Free Cash 12 Public Works Public Parking Lot Improvement Program $ 100,000 Parking Fund 12 Public Works New Sidewalk Installations $ 650,000 GF Debt 12 Public Works Staging for Special Events $ 65,000 Free Cash 12 Public Works Water Tower(s)replacement $ 300,000 Water Debt 13 Total Public Works Department $ 9,931,674 Lexington Public Schools I LPS Technology Program $ 1,186,236 1 Free Cash, Prior Bond Auth. 15 Total Lexington Public Schools $ 1,186,236 Innovation&Technology Cary Library Network $ 95,000 Free Cash 12 Town Manager Electric Vehicle Charging Stations $ 69,000 1 Free Cash 12 Total General Government $ 164,000 e oill Me eilDiii , e e FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 XI-4 CAPITAL PLAN BY FINANCING SOURCE The following pages include tables that show the recommended FY2022 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. FY2022 RECOMMENDED PROJECTS - GENERAL FUND DEBT (Table I) TABLE I: FY2022 RECOMMENDED PROJECTS-GENERAL FUND DEBT Amount Interest PROJECTED DEBT SERVICE Financed Term Rate FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 MUNICIPAL PROJECTS 1 Equipment Replacement($1,420,000) $ 421,583 5 4% $ 11,242 $ 101,180 $ 97,807 $ 94,435 $ 91,062 2 Sidewalk Improvements $ 800,000 10 4% $ 21,333 $ 112,000 $ 108,800 $ 105,600 $ 102,400 3 New Sidewalk Installations $ 650,000 10 4% $ 17,333 $ 91,000 $ 88,400 $ 85,800 $ 83,200 Subtotal $ 1,871,583 $ 49,909 $ 304,180 $ 295,007 $ 285,835 $ 276,662 FACILITIES PROJECTS 1 Mechanical/Electrical Systems $ 728,000 5 4% Replacements / $ 19,413 $ 174,720 $ 168,896 $ 163,072 $ 157,248 2 Townwide Roofing $ 528,000 10 4% $ 14,080 $ 73,920 $ 71,808 $ 69,696 $ 67,584 3 Center Recreation Complex Bathrooms $ 915,000 10 4% / $ 24,400 $ 128,100 $ 124,440 $ 120,780 $ 117,120 &Maintenance Building Renovation 4 HVAC Improvements $ 900,000 5 4% $ 24,000 $ 216,000 $ 208,800 $ 201,600 $ 194,400 Subtotal $ 3,071,000 $ 81,893 $ 592,740 $ 573,944 $ 555,148 $ 536,352 Project that is a potential candidate for debt exclusion** 1 LHS Feasibility Study $ 1,825,000 1 5 1 4% I Is - 1$ 73,000 1$ 438,000 1$ 423,400 1$ 408,800 Subtotal $ 1,825,000 $ - $ 73,000 $ 438,000 $ 423,400 $ 408,800 TOTAL PROJECT COSTS $6,767,583 $ 131,802 $ 969,920 $1,306,951 $1,264,393 $1,221,814 iiiiiiiiiiiiiiiiiiiiiillillillillillillilliillillillilliillillillillillillilliillillillillillillilliillillillillillillilliillillillillillillillillillillilliillillillillillillilliillillillillillillilliillillillillillillillillillillilliillillillillillillilliillillillillillillilliillillillillillillillillillillilliillillillillillillilliillillillillillillilliillillillillillillillillillillilliillillillillillillilliillillillillillillilliillillillillillillillillillillilliillillillillillillilliillillillillillillilliillillillillillillillillillillilliillillillillillillilliillillillillillillilliillillillillillillillillillillilliillillillillillillilliillillillillillillilliillillillillillillillillillillilliillillillillillillilliillillillillillillilliillillillillillillillillillillilliillillillillillillilliillillillillillillilliillillillillillillillillillillilliillillillillillillilliillillillillillillilliillillillillillillillillillillilliillillillillillillilliillillillillillillilliillillillillillillillillillillilliillillillillillillilliillillillillillillI AUTHORIZED LEVY SUPPORTED DEBT SERVICE FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 A Approved and Issued $ 6,072,584 $ 4,570,118 $ 3,610,608 $ 2,350,458 1,434,932 B Paydown of Land Purchases-173 Bedford St.&20 Pelham Rd. $ 2,320,274 $ - $ - $ - $ - C Projected Approved and Unissued $ 1,872,452 $ 5,240,779 $ 5,082,397 $ 4,924,016 $ 4,293,259 D Total Debt Service on Authorized Debt $ 10,265,310 $ 9,810,897 $ 8,693,005 $ 7,274,474 $ 5,728,191 E Projected New Levy Supported Debt Service(above) / $ 131,802 $ 969,920 $ 1,306,951 $ 1,264,383 $ 1,221,814 F TOTAL-PROJECTED LEVY SUPPORTED DEBT SERVICE 10 371 583 10 397 112 10 780 817 9 999 956 8,538,857 6,950,005 G Plus:Projected Debt Service on Future Capital Projects $ 147,746 $ 1,374,034 $ 2,624,700 $ 3,900,963 H Less:Debt Service Funded from Special Revenue Accounts $ (246,680) $ (51,933) $ (116,728) $ (108,478) $ (100,603) $ (100,603) I Less:Revenue Set Aside for Paydown of Land Purchases(above) $ (2,403,450) $ (2,320,274) $ - $ - $ - $ - J Less:Proposed Use of Stabilization Fund $ - $ - $ (2,386,000) $ (2,418,000) $ (1,773,000) $ (996,000) K Total Offsets to Projected Levy Supported Debt Service(H+I+J) $ (2,650,130) $ (2,372,207) $ (2,502,728) $ (2,526,478) $ (1,873,603) $ (1,096,603) L PROJECTED NET LEVY SUPPORTED DEBT SERVICE(F+G+K) $7,721,453 $8,024,905 $ 8,425,835 $8,847,512 $9,289,954 $9,754,365 FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 XI-5 Municipal Projects 1. Equipment Replacement- $1,420,000 ($421,583 General Fund Debt, $730,780 Free Cash, $139,020 Water Retained Earnings, $104,020 Sewer Retained Earnings & $24,597 Prior Bond Authorizations): 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 FY2022 request, by funding source, is shown in the table below. Equipment GF Debt Free Cash Sewer RE Water RE Total 6 Wheel Hook Loader with Wing Plow $ 320,000 $ 320,000 Front End Loader with Plow $ 114,220 $ 110,780 $ 225,000 Rubber Tired Mini Excavator $ 95,000 $ 95,000 $ 190,000 Trackless Sidewalk Machine with Snowblower $ 165,000 $ 165,000 F450 Utility body with Plow $ 115,000 $ 115,000 60 kW Generator with 4" Pump $ 15,000 $ 50,000 $ 65,000 Toro 4700 Mower $ 125,000 $ 125,000 Small Dump Truck with Snow Plow $ 110,000 $ 110,000 Small Dump Truck with Snow Plow 105,000 105,000 Total $434,220 $730,780 $110,000 $145,000 $1,420,000 Prior Year Bond Authorizations $(12,637) $ (5,980) $ (5,980) $ (24,597) Revised Request for New Authorization $421,583 $730,780 $104,020 $139,020 $1,395,403 2. Sidewalk Improvements - $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 4) Is the general condition of the sidewalk poor, fair or good which dictates treatments such as full reconstruction, overlay or patching FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 XI-6 DPW currently reviews the condition for 30% of town sidewalks annually, which is used to identify the work to be done. Sidewalks considered for FY2022 funding include: • Lowell St. from Woburn St. to Fulton Rd. (East side) • Heritage Dr. • Partridge Rd. • Gould Rd. from Dewey to Turning Mill Rd. • South Rindge Ave. • Bow St. • Waltham St. from Park Dr. to Worthen Rd. (West side) • Reconstruction of Ramps, Townwide • Village Circle • Sanderson Rd. • Bryant Rd. • Orchard Lane • Demar Rd. from Turning Mill to #26 • Dewey Rd. from Grove St. to Gould Rd. • Royal Circle The following table presents the recent history of Sidewalk appropriations: FY2015 I FY2016 I FY2017 I FY2018 I FY2019 I FY2020 FY2021 $ 400,000 $ 600,000 $ 600,000 $ 800,000 $ 800,000 $ 800,000 $ 800,000 3. New Sidewalk Installations - $650,000 (General Fund Debt): This request will fund construction of new sidewalks on Lincoln Street from Marrett Road to Middle Street. 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. Facilities Projects In 2020, the Department of Public Facilities conducted an evaluation of all the Town's building-related capital assets. This study produced a detailed report on the current condition of DPF assets, including a 20-year Master Plan for renovations and replacements of all town buildings and systems. As the final report was received late in the budget development process, and staff is still evaluating the results, recommendations from the report have not been fully incorporated into this budget. We expect that over the next year, staff will utilize this report to further update and prioritize the long-term capital plan in a way that is financially feasible and and best protects the Town's capital assets. 1. Mechanical/Electrical Systems Replacements - $728,000 (General Fund Debt): This request is part of an annual replacement of HVAC and electrical systems that have exceeded their useful lives and require replacement before excessive failures occur. This appropriation will address items identified in the 20-year Master Plan. 2. Townwide Roofing - $528,000 (General Fund Debt): This FY2022 request is to repair/ replace portions of the roof of Cary Memorial Hall and the Town Office Building to prevent water infiltration. Once the roof issues have been addressed, work will progress to the fascias and soffits, funded in the building envelope request. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 XI-7 3. Center Recreation Complex Bathrooms & Maintenance Building Renovation - $915,000 (General Fund Debt): This request is for construction 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. 4. HVAC Improvements- $900,000 (General Fund Debt): A number of heating, ventilation and cooling (HVAC) deficiencies were identified during an environmental engineering assessment conducted in Summer 2020. Exhaust ventilation is substandard in multiple locations including the Police Department, Town Office Building and Lexington Community Center. Mechanical improvements are required to maintain a minimum number of air changes per hour (ACH). Potential Candidates for Debt Exclusion 1. LHS Feasibility Study - $1,825,000 (General Fund Debt): Lexington High School (LHS) was renovated in 2000 to a capacity of 1,842 students. In 2014 and 2015, pre-fabricated buildings were added to the campus, increasing the number of classrooms. The January 28, 2015 Symmes Maini & McKee Associates (SMMA) Lexington Public Schools Master Plan Report identified the "classroom" capacity of LHS to be 2,270 students, though also identifying that core areas would still be overcrowded. This existing capacity was projected to provide sufficient classroom space for the next five years. From the SMMA Master Plan, a School Building Project Consensus Plan was developed that identified adding capacity to the middle schools, elementary schools, and pre-Kindergarten, as the priorities over the next five years. School Committee submitted a Statement of Interest (SOI) to the Massachusetts School Building Authority (MSBA) to evaluate LHS for insufficient educational capacity and system upgrades. Should the MSBA select the Lexington SOI, funding would be required for the Feasibility Study. The SOI submitted to the MSBA in 2019 was not selected to move forward. In February 2020, the School Committee again submitted an SOI to the MSBA and expect to hear if the LHS project is selected in the Spring of 2021. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 XI-8 FY2022 RECOMMENDED PROJECTS - WATER FUND DEBT (Table II) TABLE II: FY2022 RECOMMENDED PROJECTS-WATER DEBT Amount Interest Project Financed Term Rate FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 1 Water Distribution System $710,000 10 4% $ 18,933 $ 99,400 $ 96,560 $ 93,720 $ 90,880 Improvements($1,110,000) 2 Water Tower(s)replacement $300,000 1 10 1 4% $ 8,000 1$ 42,000 1$ 40,800 1$ 39,600 1$ 38,400 TOTAL PROJECT COSTS $1,010,000 $ 26,933 $ 141,400 $ 137,360 $ 133,320 $ 129,280 AUTHORIZED WATER DEBT SERVICE FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 A Subtotal:Authorized and Issued $ 874,696 $ 698,571 $ 549,035 $ 403,268 $ 387,106 B Subtotal:Approved and Unissued(short and long-term) $ 416,700 $ 957,200 $ 933,060 $ 908,920 $ 884,780 86 D Subtotal:Project d'Debt Service on Proposed Capital Projects / $1,2 26,996 $$1,6141,400 $1141137,,360 $1,3133 3820 $1 21 9,8280 E TOTAL PROJECTED WATER DEBT SERVICE $1,1921910 $1,3181329 $1,797,171 $1,619,455 $1,445,508 $1,401,166 1. Water Distribution System Improvements - $1,110,000 ($710,000 Water Debt, $400,000 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. Water mains were recently replaced on Vaille Ave, a significant portion of Hartwell Ave and Eldred Street. Additionally a sustaining valve was installed on Grove Street to ensure proper pressures are maintained. Water main replacements are currently under construction on Peacock Farm Road and White Pine Lane, and are anticipated in the Parker Road neighborhood, Vine Street, Hayden Avenue, and Marshall Road. A booster pump is planned for the low-pressure area along Fairfield 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 main aging, and those areas with low volumes and pressures. The asset management plan recommends the replacing 1% of our water mains on an annual basis. Beginning in FY2021, the funding source for this ongoing capital replacement program is gradually shifting to 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. 2. Water Tower(s) replacement - $300,000 (Water Debt): The Town of Lexington owns two water tanks located on Morgan Hill. The smaller tank is a bolted steel tank with a volume of 1 Million Gallons (MG) and was constructed in 1933. The larger tank is a bolted steel tank with a volume of 2.24 MG and was constructed in 1950. This funding request will be used to design the replacement of the water tank(s), which are nearing or have reached the end of their 75-year useful life. Tank replacement is likely within the next 5 years. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 XI-9 FY2022 RECOMMENDED PROJECTS - WASTEWATER FUND DEBT (Table III) TABLE III: FY2022 RECOMMENDED PROJECTS-WASTEWATER DEBT Amount Interest Project Financed Term Rate FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 1 Pump Station Upgrades $520,000 10 49% $ 13,867 $ 72,800 $ 70,720 $ 68,640 $ 66,560 Sanitary Sewer System 2 Investigation and Improvements $800,000 10 40% $ 21,333 $ 112,000 $ 108,800 $ 105,600 $ 102,400 ($1,000,000) TOTAL PROJECT COSTS $1,320,000 $ 35,200 $ 184,800 $ 179,520 $ 174,240 $ 168,960 AUTHORIZED SEWER DEBT SERVICE FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 A Subtotal:Authorized and Issued Debt $ 1,263,264 $ 1,095,923 $ 847,170 $ 775,174 $ 692,537 B Subtotal:Approved and Unissued Debt(short and long-term) $ 271,124 $ 768,328 $ 749,743 $ 731,158 $ 712,574 bt ce on orized Debt 4,388 D Subtotal:eProject d'Debt Service on Proposed Capital Projects $1,5335 200 $1,818,80000 $$1,51 9'520 $$1,5174 240 $1,4168,960 E TOTAL PROJECTED SEWER DEBT SERVICE $1,337,205 $1,569,588 $2,049,051 $1,776,433 $1,680,572 $1,574,071 1. Pump Station Upgrades- $520,000 (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. Construction has been completed on the pump stations at Worthen Road, Marshall Road and Constitution Road. Design is underway for construction at the Hayden Ave and North Street pump stations. The goal of this program is to upgrade all of the pumps and support systems to enable better energy efficiency and avoid emergency expenditures. 2. Sanitary Sewer System Investigation and Improvements - $1,000,000 ($800,000 Wastewater Debt, $200,000 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. 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, the funding source for this ongoing capital replacement program is gradually shifting to 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. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 XI-10 FY2022 RECOMMENDED PROJECTS - RECREATION FUND DEBT (Table IV) TABLE IV: FY2022 RECOMMENDED PROJECTS-RECREATION and COMMUNITY PROGRAMS DEBT Amount Interest Project Financed Term Rate FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 1 None Proposed $ — -- $ — $ — Is —Is — Is — TOTAL PROJECT COSTS $ — $ — $ — $ — $ — $ — AUTHORIZED RECREATION REVENUE DEBT SERVICE FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 A Subtotal: Approved and Issued Debt Service $ — $ — $ — $ — $ — B Subtotal: Approved and Unissued Debt Service $ — $ — $ — $ — $ — C Total: Approved Debt Service $ — $ — $ — $ — $ — D Subtotal: Projected Debt Service on Proposed Capital Projects $ — $ — $ — $ — $ — E TOTAL PROJECTED DEBT SERVICE $ $ — $ — $ — $ — $ — No recommendations for debt financing, FY2022 RECOMMENDED PROJECTS - FUNDING THROUGH PROPOSITION 21/2 DEBT EXCLUSION (Table V) TABLE V: FY2022 RECOMMENDED PROJECTS- FUNDING THROUGH PROPOSITION 21/2 DEBT EXCLUSION Amount Interest Project Financed Term Rate FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 Excluded debt projects expected for consideration at a future Town Meeting Lexington Police Station $25,544,742 30 — $ — $ 1,021,790 $ 1,873,281 $ 1,839,221 $ 1,805,162 Reconstruction Total Project Cost $25,544,742 $ — $ 1,021,790 $ 1,873,281 $ 1,839,221 $ 1,805,162 APPROVED AND PROPOSED EXCLUDED DEBT SERVICE FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 Subtotal: Approved and Issued Debt $ 16,747,436 $ 16,012,685 $ 14,023,382 $ 13,629,861 $ 13,229,441 Subtotal: Approved and Unissued Debt $ 269,042 $ 260,922 $ 253,248 $ 245,573 $ 237,899 Total: Approved Excluded Debt Service $ 17,016,478 $ 16,273,607 $ 14,276,630 $ 13,875,434 $ 13,467,340 Subtotal: Subtotal-Projected Exempt Debt Service(above) $ — $ 1,021,790 $ 1,873,281 $ 1,839,221 $ 1,805,162 Total Approved and Proposed Excluded Debt Service $17,284,829 $17,016,478 $17,295,397 $16,149,911 $15,714,655 $15,272,502 Less:use of Capital Stabilization Fund to Mitigate Debt Service $ (4,600,000) $ (3,000,000) $ (1,600,000) $ — $ — $ — Impacts on Property Tax Bills Net Excluded Debt Service $12,684,829 $14,016,478 $15,695f397 $16,149,911 $15,714,655 $15,272L502 1. Lexington Police Station Reconstruction - $25,544,742 (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, was originally planned for the 2021 Annual Town Meeting, but has been postponed to allow the community to engage in conversations regarding race, social justice and the future of policing. This project is expected to come forward at a future Town meeting, potentially in FY2022 with a debt exclusion vote to follow. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 XI-11 FY2022 RECOMMENDED PROJECTS - Community Preservation Act Debt (Table VI) TABLE VI: FY2022 RECOMMENDED PROJECTS-COMMUNITY PRESERVATION ACT DEBT Amount Interest Project Financed Term Rate FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 1 None Proposed Is — -- --- $ — Is —Is — Is —Is — TOTAL PROJECT COSTS $ — $ — $ — $ — $ — $ — AUTHORIZED CPA REVENUE DEBT SERVICE FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 A Subtotal: Approved and Issued Debt $ 1,949,550 $ 1,866,600 $ 1,788,900 $ 681,200 $ — B Subtotal: Approved and Unissued Debt $ 1,040,000 $ — $ — $ — $ — C Total: Approved Debt Service $2,989,550 $1,866,600 $1,788,900 $ 681,200 $ — D Subtotal: Projected Debt Service on Proposed Capital Projects $ - $ - $ - $ - $ - E TOTAL PROJECTED DEBT SERVICE M$3,923,961 $2,989,550 $1,866,600 $1,788,900 $ 681,200 $ — No recommendations for debt financing. At Special Town Meeting 2020-3, Town Meeting approved the purchase of conservation land on Highland Avenue. The land purchase was funded by a combination of cash and debt which allowed the Community Preservation Committee (CPC) to maintain its target level of cash reserves. For FY2022, the number and dollar value of applications for Community Preservation Funds was less than in prior years, and therefore the fund has more cash on hand than originally expected. At the 2021 Annual Town Meeting, the CPC is recommending to modify the funding sources for the Highland Avenue land acquisition to be fully paid with cash, and accordingly rescind the borrowing authorization. If that motion passes, the $1,040,000 in debt service noted on line C in the table above will no longer be needed, and the debt service budget can be reduced by that amount. FY2022 RECOMMENDED PROJECTS - Compost Revolving Fund (Table VII) TABLE VII: FY2022 RECOMMENDED PROJECTS-Compost Revolving Fund Amount Interest Project Financed Term Rate FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 1 None Proposed Is — -- -- $ — Is —Is — Is —Is — TOTAL PROJECT COSTS $ — $ — $ — $ — $ — $ — AUTHORIZED REVENUE SUPPORTED DEBT SERVICE FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 A Subtotal: Approved and Issued Debt W205,557 7,501 $ 157,031 $ 126,186 $ 121,466 $ 116,746 B Subtotal: Approved and Unissued Debt 8,250 $ 66,000 $ 63,800 $ 61,600 $ 59,400 C Total: Approved Revenue Supported Debt Service 5,751 $ 223,031 $ 189,986 $ 183,066 $ 176,146 D Subtotal: Projected Debt Service on Proposed Capital Projects — $ — $ — $ — $ — E TOTAL PROJECTED DEBT SERVICE ,751 $ 223,031 $ 189,986 $ 183,066 $ 176,146 No recommendations for debt financing. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 XI-12 FY2022 RECOMMENDED PROJECTS - CASH CAPITAL (Table VIII) TABLE VIII: FY2022 RECOMMENDED FUNDING FROM REVENUES(Cash by Source) Water Sewer Recr. Enterprise Retained Retained Retained Operating Other Project Free Cash Tax Levy Earnings Earnings Earnings Funds CPA* Funds** Total Cost Other- SCHOOL PROJECTS 1 1 LPS Technology Program $1,089,007 1 1 1 1 1 $ 97,229 $1,186,236 $ - ®® 66 FACILITIES 2 Public Facilities Bid Documents $ 100,000 $ - $ 100,000 3 Building Flooring $ 125,000 $ - $ 125,000 4 School Paving and Sidewalks $ 125,000 $ - $ 125,000 5 Municipal Building Envelopes and Associated $ 214,186 $ - $ 214,186 Systems 6 School Building Envelopes and Associated $ 245,199 $ - $ 245,199 Systems 7 Playground Enhancements-Pour-in-Place $150,000 $ - $ 150,000 Surfaces 8 Space Needs for School Year 2021-22 $ 600,000 $ - $ 600,000 ® eee MUNICIPAL PROJECTS 9 South Lexington Traffic Mitigation Plan $115,000 $ 115,000 10 Transportation Mitigation $ 20,889 $ 20,889 11 Self-Contained Breathing Apparatus $ 416,545 $ - $ 416,545 Replacement 12 Pine Meadows Improvements $ 25,000 $ - $ 25,000 13 Pine Meadows Equipment $ 62,000 $ - $ 62,000 14 Park and Playground Improvements $170,000 $ - $ 170,000 15 Park Improvements-Athletic Fields $155,000 $ - $ 155,000 16 Community Center Mansion Sidewalk&Patio $110,000 $ - $ 110,000 17 Townwide Culvert Replacement $ 390,000 $ - $ 390,000 18 Equipment Replacement $ 730,780 $139,020 $104,020 $ 24,597 $ 998,417 19 Storm Drainage Improvements and NPDES $ 385,000 $ - $ 385,000 Compliance 20 Management $ 390,000 $ - $ 390,000 21 Street lmprovements**** $2,651,674 $ - $2,651,674 $977,917 Sanitary Sewer System Investigation and 22 Improvements $ 200,000 1$ - $ 200,000 23 Water Distribution System Improvements $ 400,000 $ - $ 400,000 24 Hydrant Replacement Program $ 75,000 $ 75,000 $ - $ 150,000 25 Public Parking Lot Improvement Program $100,000 $ 100,000 26 Staging for Special Events $ 65,000 $ - $ 65,000 27 Cary Library Network $ 95,000 $ - $ 95,000 28 Electric Vehicle Charging Stations $ 69,000 $ - $ 69,000 EM *CPA totals do not include proposed FY2022 administrative budget of$150,000 and$2,989,550 for debt service. **Other Funds include the Parking Fund,TDM Stabilization Fund,Transportation Network Company(TNC)Special Revenue Fund,and Prior Bond Authorizations. ***Other includes$977,917 in Chapter 90 Aid for street improvements. ****Proposed funding for the annual street resurfacing program is comprised of$2,651,674 of tax levy dollars and an anticipated distribution of$977,917 of Chapter 90 funds. This level of funding is intended to maintain the Town's roadway surface rating(RSR)in the mid-80s. School Department Projects 1. LPS Technology Program - $1,186,236 ($1,089,007 Free Cash &$97,229 Prior Bond Authorizations): This request addresses the District's strategic goal for enhancing the capacity to utilize technology as an instructional and administrative tool. The request will continue to support student access to devices to allow for innovative learning methods that integrate supportive technologies, problem-based approaches and higher order thinking skills. It also maintains and improves, when needed, current infrastructure such as networks, access points and servers. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 XI-13 The capital improvement request for FY2022 would provide funding for the following: Tech Workstations - $172,150 to replace Unit A (all classroom teachers, counselors, librarians and staff working under the teacher contract; Unit A) workstations and peripheral devices (laptops, desktops, printers and monitors). Staff workstations are being replaced from FY2020 funds, thus, no replacements are budgeted for this cycle as they will all be replaced. (150 laptops @ $1100 each, 10 printers @ $440 each, and 10 monitors @ $275 each) PreK-5 Mobile Devices - $124,540 to replace 260 Kindergarten iPads across all district Kindergarten classes due to current devices having reached their end of life. (260 iPads @ $479.00 each) 1:1 Middle School Program - $226,250 to purchase 625 Chromebooks for 6th graders entering Diamond and Clark Middle Schools. All middle school students have 1:1 devices and the devices follow them through middle school (three-year life span). Generally, by the end of middle school, many devices have reached their end of life due to use. (625 Chromebooks @ $362 each) 1:1 at Lexington High School - $189,720 to purchase 680 Chromebooks for 9th graders. All high school students, once provided a device in 9th grade or upon entering the high school, have the device through their senior year (four-year life span). (680 Chromebooks @ $279 each) Science/Technology/En_ineerin_/q (Art)/Math (STE M/STEAM)/Com puter Science - $42,400 to update district computer labs at either the Middle School/High School level and purchase STEM/STEAM based curricular materials. ($36,400 for one lab, $6,000 for STEM/STEAM Materials) Interactive Projectors/Whiteboard Units and Document Cameras - $239,176 to replace 48 interactive projectors districtwide. This equips buildings with a touch-activated interactive system with a new ceramic whiteboard and soundbar. The replacements will begin with the oldest model per school until all systems are within a 5-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. As part of new school construction, some schools have newer document cameras and other schools have had document cameras replaced prior to this year. (48 projectors @ $4,620 each, 28 document cameras @ $622 each) District and Building Network Infrastructure - $172,000 to replace end of life Wireless Access Points (WAPs), switches and Power over Ethernet (POE) districtwide. (70 WAPs @ $1,300 each, 3 POE switches @$7,000, HS Network equipment and fiber patch $60,000) Server/Storage Infrastructure - $20,000 to maintain and upgrade any server-related hardware. Department of Public Facilities Projects 2. 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. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 XI-14 3. Building Flooring - $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 FY2022 request will be used for projects informed by the new 20-year Master Plan, and may include areas at the Lexington high school, Clarke middle school, East Lexington fire station and the Town Office Building. In FY2021, hallway floors at Harrington Elementary School were replaced and a project to update flooring in a Public Services Building hallway and the cafeteria is planned. The goal of this annual program is to ensure failing floor surfaces are replaced and are safe for all users. 4. School Paving and Sidewalks- $125,000 (Free Cash): This capital request provides'as needed' replacement of sidewalks, bus loops and parking areas on school grounds. The FY2022 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. 5. Municipal Building Envelopes and Associated Systems- $214,186 (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 FY2022 request seeks funding for repairs to fascia and soffits on the Cary Memorial Building and Town Office Building, which will begin once roof repairs are complete. 6. School Building Envelopes and Associated Systems- $245,199 (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 FY2022 request will be used to address repairs of water and air infiltration issues of the gaskets, caulking, doors and windows at the Lexington High School. 7. Playground Enhancements - Pour-in-Place Surfaces- $150,000 (CPA): Older playgrounds use bark mulch as their safety surfacing, which is not stable and is regularly washed out or kicked out by students using the play equipment. When this occurs, the 12-inch impact absorbent surfacing requirement is no longer being met, which could result in serious injuries if or when a student falls. Pour In Place (PIP) safety surfacing is a rubber/urethane product being used in all new playground installations. Benefits include better drainage, consistent safety surface, and faster snow melt, enabling use of the playground during colder months. Replacement of the Harrington school playground surface is proposed during the summer of 2021, with the remaining schools to follow in subsequent years. S. Space Needs for School Year 2021-22 - $600,000 (Free Cash): Space needs will be necessary at multiple schools including Diamond for the FY2021-22 school year. A new Intensive Learning Program will begin at Diamond requiring dedicated space. In this case, a large storage room will be converted to three offices/learning spaces over the summer months, which is expected to cost $300,000. Additional space modifications may also be needed, but have not yet been identified. If further clarity is not achieved prior to Town Meeting, the funding request may be reduced. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 XI-15 Municipal Projects 9. South Lexington Traffic Mitigation Plan - $115,000 (TDM Stabilization Fund): This is a request to develop the Planning Board's Traffic Mitigation Plan for the South Lexington Transportation Management Overlay District (TMOD), approved by Town Meeting in 2009. The South Lexington TMOD, one of three TMOD in town, encompasses the intersection of Spring Street and Hayden Avenue and most of Hayden Avenue. The Traffic Mitigation Plan is a critical part of justifying mitigation payments from private development in the area and is required for proper implementation of the TMOD. The Plan will outline projects and strategies to use the mitigation payments to reduce single occupancy vehicle trips, increase safety and reduce traffic congestion. Without the Plan, there is no basis for developers to participate in the TMOD provisions; however, some developers have elected to voluntarily participate. Work is anticipated to take approximately 8 months, and is expected to be completed during FY2023. 10. Transportation Mitigation - $20,889.20 (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). Anticipated projects for the FY2022 funds include purchase and installation of pedestrian-activated beacons at crosswalk locations still under consideration, purchase and installation of speed feedback signs, study and creation of school zones, on-call engineering services to quickly address safety requests and address road design to reduce speeds where needed, and to apply to MassDOT to reduce certain regulatory speed limits. 11. Self-Contained Breathing Apparatus Replacement - $416,545 (Free Cash): Firefighters use self-contained breathing apparatus (SCBA) when working in areas that have atmosphere that is immediately dangerous to life and health (IDLH), including almost all fires, hazardous material spills, and confined spaces. This equipment is mandatory life-safety equipment for all firefighters through OSHA, NFPA and NIOSH, and was originally purchased through a FEMA grant in 2011, and is nearing the end of its useful life. Repairs have become more frequent and expensive, and the potential for equipment failure in an IDLH situation has grown. The Fire department will seek out additional grant funding for this replacement, in which case excess funds will be returned. 12. Pine Meadows Improvements - $25,000 (Recreation Retained Earnings): This request will fund the design and engineering for a drainage improvement project on the 1st and 2nd fairways at the Pine Meadows Golf Course, which is scheduled to be completed in FY2025. The design and engineering work will ensure that an accurate cost estimate will inform the request for the construction phase in FY2025. 13. Pine Meadows Equipment- $62,000 (Recreation Retained Earnings): This request will purchase a new fairway mower to replace existing equipment acquired in 2012. The life expectancy of a fairway mower is 10 years. The new equipment will ensure proper maintenance of the turf, improved pace of play, and superior playing conditions. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 XI-16 14. Park and Playground Improvements - $170,000 (CPA): This request will update and replace playground equipment, safety surfacing and various other amenities at a neighborhood park on South Rindge Avenue. 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 (CPSC), 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 walkway leading to the playground will be renovated to meet minimum width regulations and have a running slope of less than 5%, and an accessible path leading to the Arlington Reservoir Trail and a connection to the basketball courts will also be installed. 15. Park Improvements - Athletic Fields - $155,000 (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 FY2022 funds will be used for such improvements to the Muzzey Field. Based on recommendations from a 2017 ADA Compliance Study, two accessible paths, one on each side of the field, will also be installed. If approved, renovations will begin in the Fall of 2021. 16. Community Center Mansion Sidewalk& Patio- $110,000 (CPA): This request will replace a cracked, uneven and inaccessible bluestone sidewalk and patio along the mansion side of the Community Center with surfaces made of stamped concrete. When the building was renovated in 2015, the walkway was identified as a future project. 17. Townwide Culvert Replacement - $390,000 (Free Cash): This request is part of an ongoing program to proactively replace culverts prior to catastrophic failure, which will allow for proper design considerations and funding while also minimizing the impact to residents through unexpected road closures and flooding. Work is near completion on the Culvert Asset Management Plan after detailed inspections were performed on all of the known town-owned culverts. This program is a companion effort with the ongoing Watershed Management Plan. Final design, permitting and gathering easements are underway for culverts at Constitution Road and Valleyfield. Geotechnical investigations are underway along with culvert design for the Waltham Street culvert at Clematis Brook. Construction is anticipated to begin in Summer 2021. 18. Equipment Replacement- $1,420,000 ($421,583 General Fund Debt, $730,780 Free Cash, $139,020 Water Retained Earnings, $104,020 Sewer Retained Earnings & $24,597 Prior Bond Authorizations): See detailed description under Table I - General Fund Debt. 19. 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 permit also requires the Town to comply with requirements for illicit discharge detection and elimination (IDDE), 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. Current drainage improvements are being performed throughout the Locust Avenue neighborhood as well as Munroe Road. The IDDE program has continued with two summer interns and work is underway on the FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 XI-17 design of numerous BMPs, as well as drainage improvements in other areas of town. The preemptive repair of existing drainage structures will reduce damage to structures themselves, existing pavement, and private and public property. 20. Comprehensive Watershed Stormwater Management- $390,000 (Free Cash): DPW, Engineering and Conservation collaborate on this annual capital request which addresses drainage/ brook management issues. The request funds the continuing design and implementation of watershed plans and the construction of priorities established in those plans. Staff has reviewed three watershed plans already completed (Charles River, Shawsheen River and Mystic River) and developed a prioritization schedule with built-in flexibility pending unforeseen changes. Requested funding will be used to move forward with those prioritized areas. Design work is in progress in the Valleyfield area, which will be a phased project. A thorough evaluation has been completed in the Oxbow Constitution area with design now in progress, with easement discussions and permitting commencing soon. Long-term benefits of the program include prevention of property damage, reduction in liability and overall improvement to the health of Lexington's waterways. 21. Street Improvements- $3,629,591 ($2,651,674 Tax Levy, $977,917 Chapter 90 funding): This is an annual request for the street resurfacing and maintenance program. In addition to the $2,651,674 appropriated from the tax levy, $977,917 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 $200 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 FY2022 2001 Override Increased by 2.5% per year $ 723,719 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 $ 977,917 Total $ 3,629,591 Without Chapter 90 $ 2,651,674 22. Sanitary Sewer System Investigation and Improvements - $1,000,000 ($800,000 Wastewater Debt, $200,000 Wastewater User Charges): See detailed description under Table III: Wastewater Fund Debt. 23. Water Distribution System Improvements - $1,110,000 ($710,000 Water Debt/MWRA Loan, $400,000 Water User Charges): See detailed description under Table II: Water Fund Debt. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 XI-18 24. 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 1,747 fire hydrants in its fire protection system; a total of 42 hydrants were replaced in FY2020. 25. Public Parking Lot Improvement Program - $100,000 (Parking Fund): This request is for the redesign of the public parking lots located in downtown Lexington, including the Depot lot, the lot between Edison Way and the Depot (CVS lot), and the lot between Waltham Street and Muzzey Street (Michelson lot). These lots are currently in fair to poor condition with inefficient circulation and parking layouts. This redesign work will include surveys and a conceptual plan development design, with the anticipated results of improved efficiency, circulation and aesthetics. More detail is needed in order to get solid estimates on the cost of construction. 26. Staging for Special Events - $65,000 (Free Cash): This request is to purchase two staging units for use at Town special events, including Patriots' Day. The Town currently owns one staging unit, supplemented by wagon trailers borrowed from Waltham. The borrowed trailers are subject to availability, difficult to move, and unstable, requiring manual reinforcements to ensure safety. New staging would allow for access by persons with disabilities, provide a more stable seating/ viewing area, and be more readily available for a wide range of town events and programs. 27. Cary Library Network- $95,000 (Free Cash): The Library is requesting integration of its network infrastructure hardware into the Town's infrastructure, including migration to the Town's network support and service contracts. Library equipment, including WiFi access points, network switches and cabling, will be upgraded to Town network standards, and the Library network traffic will be managed by existing Town infrastructure, thus maximizing the Town IT infrastructure investments and providing increased network capability and management to the Library. 28. Electric Vehicle Charging Stations - $69,000 (Free Cash): This request is for the purchase and installation of two or more electric vehicle charging stations to primarily be used for municipal vehicles. In order to meet the Select Board's goal for fleet electrification and net-zero emissions, it is essential to develop the necessary charging infrastructure to expand electric vehicles within the fleet. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 XI-19 Table Deferred FY2022 and Proposed FY2023-FY2026 .. Requests Ongoing Capital Programs-General Fund Deferred Dept.F Project Name FY2022 I FY2023 FY2024 FY2025 I FY2026 Total Innovation&Technology Application Implementation $ - $ 290,000 $ 200,000 $ 100,000 $ 100,000 $ 690,000 Network Core Equipment Replacement $ - $ 80,000 $ 190,000 $ - $ 260,000 $ 530,000 Municipal Technology Improvement Program $ - $ 100,000 $ 100,000 $ 100,000 $ 100,000 $ 400,000 Network Redundancy&Improvement Plan $ - $ 330,000 $ 220,000 $ 110,000 $ 110,000 $ 770,000 Phone Systems&Unified Communications $ - $ 100,000 $ 90,000 $ 80,000 $ 60,000 $ 330,000 900,000 800,000 390,000 630,000 1 111 Land Use,Health and Development Transportation Mitigation Is Is 100,000 Is 100,000 Is 100,000 Is 100,000 $ 400,000 100,000 11 111 100,000 0 10 400,000 Public Facilities Public Facilities Bid Documents $ - $ 100,000 $ 100,000 $ 100,000 $ 100,000 $ 400,000 Building Flooring $ - $ 125,000 $ 125,000 $ 125,000 $ 125,000 $ 500,000 School Paving and Sidewalks $ - $ 125,000 $ 125,000 $ 125,000 $ 125,000 $ 500,000 Mechanical/Electrical Systems Replacements $ - $ 788,500 $ 850,000 $ 920,000 $ 990,000 $ 3,548,500 Municipal Building Envelopes and Associated Systems $ - $ 219,540 $ 225,029 $ 230,655 $ 236,421 $ 911,645 Townwide Roofing $ - $ 658,000 $ 182,000 $ 990,000 $ 6,642,000 $ 8,472,000 School Building Envelopes and Associated Systems Is - $ 251,400 $ 257,684 $ 264,127 $ 270,730 $ 1,043,941 115,376,086 Public Works Townwide Culvert Replacement $ - $ 390,000 $ 390,000 $ 390,000 $ 390,000 $ 1,560,000 Equipment Replacement $ - $ 1,490,000 $ 1,585,000 $ 1,410,000 $ 1,415,000 $ 5,900,000 Sidewalk Improvements $ - $ 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 $ - $ 570,000 $ 570,000 $ 570,000 $ 570,000 $ 2,280,000 Comprehensive Watershed Stormwater Management $ - $ 390,000 $ 390,000 $ 390,000 1$ 390,000 $ 1,560,000 Street Improvements $ - $ 2,669,767 $ 2,688,312 $ 2,707,321 $ 2,726,806 $ 10,792,206 Hydrant Replacement Program $ - $ 75,000 $ 75,000 $ 75,000 $ 75,000 $ 300,000 *Potential future funding frorn Storinwater Management Fee $ - $ 1 :0 1. Schools LPS Technology Program $ - $ 1,363,981 1 $1,434,200 $ 1,344,221 $ 1,509,586 $ 5,651,988 11 1• Total ,• .. . $ - $11,141,188 $10,747,225 $10,986,32419 49,970,280 Ongoing Capital Programs-Enterprise Funds Deferred Dept.F Project Name FY2022 FY2023 FY2024 FY2025 FY2026 Total Public Works Pump Station Upgrades $ - $ 50,000 $ - $ - $ - $ 50,000 Sanitary Sewer System Investigation and Improvements $ - $ 1,020,000 $ 1,040,404 $ 1,061,210 $ 1,082,431 $ 4,204,045 Water Distribution System Improvements $ - $ 2,200,000 $ 2,244,000 $ 2,288,900 $ 2,334,670 $ 9,067,570 Hydrant Replacement Program $ - $ 75,000 $ 75,000 $ 75,000 $ 75,000 $ 300,000 111 $ 3,3S9,4041 $ 3,492,101 Recreation&Community Programs Pine Meadows Improvements $ - $ 65,000 $ -Is 100,000 Is - $ 165,000 Pine Meadows Equipment $ - $ - $ 95,000 $ - $ 75,000 $ 170,000 111 • 111 100,000 111 111 FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 XI-20 Table •. FY2022 and Proposed FY2023-FY2026 CapitalRequests Ongoing and One-time Capital Projects-CPA Fund Deferred Dept. Project Name FY2022 FY2023 FY2024 FY2025 FY2026 Total Land Use,Health and Willard's Woods Site Improvements $ - $ 597,114 $ - $ - $ - $ 597,114 Development West Farm Meadow Preservation $ - $ 22,425 $ - $ - $ - $ 22,425 Public Facilities Playground Enhancements-Pour-in-Place Surfaces $ - $ 380,000 $ 190,000 $ - $ - $ 570,000 Public Works Public Grounds Irrigation Improvements $ - $ - $ 80,000 Is - $ - $ 80,000 Park and Playground Improvements $ - $ 125,000 $ 95,000 $ 750,000 $ 750,000 $ 1,720,000 Park Improvements-Athletic Fields $ - $ 210,000 $ 220,000 $ 480,000 $ - $ 910,000 Recreation&Community Park Improvements-Hard Court Resurfacing $ - $ 1,950,000 $ - $ - $ - $ 1,950,000 Programs Cricket Field Construction $ - $ - $ - $ - $ 200,000 $ 200,000 Lincoln Park Field Improvements $ - $ - $ - $ 425,000 $ 442,000 $ 867,000 Town Clerk Archives&Records Management $ - $ 20,000 $ 20,000 $ 20,000 $ 20,000 $ 80,000 One-Time Capital Projects-General Fund Deferred Dept. Project Name FY2022 FY2023 FY2024 FY2025 FY2026 Total Fire Replace 2004 Pumper $ - $ 625,000 $ - $ - $ - $ 625,000 Ambulance Replacement $ - $ - $ 335,000 $ - $ - $ 335,000 Police Public Safety Training Facility $ - $ - TBD $ - $ - $ - LHS Feasibility Study $ - $ - $ - TBD $ - $ - Public Facilities LHS Science Classroom Space Mining $ - $ 200,000 $ - $ - $ - $ 200,000 Cary Library Children's Room Renovation Project $ - $ 150,000 $ 4,950,000 $ - $ - $ 5,100 000 Battle Green Streetscape Improvements $ - $ 3,000,000 $ - $ - $ - $ 3,000,000 Hartwell Ave.Compost Site Improvements $ - $ - $ - $ 200,000 $ - $ 200,000 Municipal Parking Lot Improvements $ - $ - $ 40,000 $ 480,000 $ - $ 520,000 Public Works Public Parking Lot Improvement Program $ - $ - $ 500,000 $ 500,000 $ - $ 1,000,000 New Sidewalk Installations $ - $ 940,000 $ - $ 3,250,000 $ - $ 4,190,000 Bedford and Hartwell Ave.Long-Range Transportation Improvements $ - $ - $ 1,580,000 $ - $ - $ 1,580,000 Public Grounds Irrigation Improvements $ - $ - $ 120,000 $ - $ - $ 120,000 Pine Meadows Clubhouse Renovation $ - $ - $ 110,000 $ - $ 1,435,000 $ 1,545,000 Recreation&Community Lincoln Park Field Improvements $ - $ - $ - $ 775,000 $ 806,000 $ 1,581,000 Programs Town Pool Water Heater Replacement $ - $ 26,000 $ - $ - $ - $ 26,000 100 $ 7,635,000 $ 5,205,000000 $ 20,022,000 Capital Project Parking Lot-Not Likely to be Funded Deferred Dept. Project Name FY2022 FY2023 FY2024 FY2025 FY2026 Total Land Use Parking Lot Consolidation and Repaving $ - $ 105,000 $ 1,500,000 $ - $ - $ 1,605,000 Recreation&Community Community Center Campus Expansion $ - TBD TBD TBD TBD $ - Programs 000 ' 1,500,000 1,605,000 FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 XI-21 This Page In Intentionally Left Blank \/:y\ \\ 1 / »\ . / A�� . � ■ , ' ■ . . . ��lequest / xy : APRIL ® x \ . � Appendix A• 11 Program Improvement Requests Shared and Municipal Programs 2000 - 8000 AIR"°I` FY2O22 Recommended Budget: Program Improvements Program Improvement Request Summary Department Not Program Requests Recommended Recommended General Fund Public Facilities $ — $ — $ — Public Works $ 29,500 $ 29,500 $ — Police $ 116,042 $ 9,950 $ 106,092 Fire $ — $ — $ — Library $ — $ — $ — Human Services $ — $ — $ — Land Use, Health and Development $ 50,305 $ — $ 50,305 Select Board $ — $ — $ — Town Manager's Office $ 212,182 $ 212,182 $ — Miscellaneous Boards and Committees $ 50,000 $ 50,000 $ — Finance $ 69,921 $ 69,921 $ — Town Clerk $ — $ — $ — Innovation &Technology $ — $ — $ — Total General Fund Requests $ 527,950 $ 371,553 $ 156,397 Non-General Fund Water/Sewer Enterprise $ — $ — $ — .................................................................................................................................................................................................................................................................. Recreation Enterprise $ — $ — $ — Total Non-General Fund,$ — $ — $ — Combined Requests Total $ 527,950 $ 371,553 $ 156,397 FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 A-1 GENERAL FUND Departmental Request Recommendation 7-71 Program Description Public Works Compensation Expenses Benefits Total Recommended Not Recommended NE::Public Grounds Bike Amenity Maintenance $ - $ 10,000 $ - $ 10,000 $ 10,000 $ - 3200-Highway I People GIS Snow Ops Software $ - $ 19,500 $ - $ 19,500 $ 19,500 $ - Total Public Works $ - $ 29,500 $ - $ 29,500 $ 29,500 $ - Police Compensation Expenses Benefits Total Recommended Not Recommended 4110-Police Administration I Executive Development Program Is - $ 9,950 $ - $ 9,950 $ 9,950 $ - 4120 Patrol&Enforcement Patrol Officer-Traffic $ 88,854 $ - $ 17,238 $ 106,092 $ - $ 106,092 Enforcement Total Police $ 88,854 $ 9,950 $ 17,238 $ 116,042 $ 9,950 $ 106,092 Land Use,Health&Development Compensation Expenses Benefits Total Recommended Not Recommended 7300-Economic Development I Part-Time Administrative Assistant $ 32,879 $ 1,000 $ 16,426 $ 50,305 $ - $ 50,305 Total Land Use,Health&Development $ 32,879 $ 1,000 $ 16,426 $ 50,305 $ - $ 50,305 Town Manager Compensation Expenses Benefits Total Recommended Not Recommended 8210 Org.Dir.&Admin. Diversity Equity&Inclusion Officer $ 85,000 $ 10,000 $ 17,182 $ 112,182 $ 112,182 $ - 8210-Org.Dir.&Admin. Department Structure Review Is 100,000 I Is 100,000 Is 100,000 Is - Total Town Manager $ 85,000 $ 110,000 $ 17,182 $ 212,182 $ 212,182 $ - Town Committees Compensation Expenses Benefits Total Recommended Not Recommended 8320-Misc.Boards& Townwide Survey 20/20 Vision $ - $ 50,000 $ - Is 50,000 $ 50,000 $ - Committees Committee Total Town Committees $ - $ 50,000 $ - $ 50,000 $ 50,000 $ - Finance Compensation Expenses Benefits Total Recommended Not Recommended 8410-Comptroller Hire Payroll Manager $ 53,200 1$ - $ 16,721 $ 69,921 $ 69,921 $ - Total Finance $ 53,200 $ - $ 16,721 $ 69,921 $ 69,921 $ - Total General Fund $ 259,933 $ 200,450 $ 67,567 $ 527,950 $ 371,553 $ 156,397 FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 A-2 This Page In Intentionally Left Blank W � � « S /�� ®« . - • - r . I . . . . . . . ■ ludget [ % / xy : APRIL ® x \ . � Budget Bylaw - Table of Contents 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 Select Board B-4 SELECT BOARD Town Budget, Recommendations on B-5 Capital Budget, Recommendations on B-5 Submission of Budget to Town Meeting B-5 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 bylaws of the Town of Lexington, the Lexington Selectmen-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 first. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 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 bylaws 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 Selectmen-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: Selectmen-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 REFERENCE: Selectmen-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. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 B-2 The Town Manager (continued) REQUEST FOR CAPITAL EXPENDITURES INFORMATION TO OCCUR: Annually, at Town Manager's request REFERENCE: Selectmen-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." FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 B-3 The Town Manager (continued) SUBMISSION OF TOWN BUDGET TO SELECT BOARD TO OCCUR: On the specified date REFERENCE: Section 90-12 of the Code of the Town of Lexington Selectmen-Town Manager Act §13 (Appendix §A201 Special Acts at page A20113) Section 12. The Town Manager shall annually submit to the Select 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. SUBMISSION OF CAPITAL EXPENDITURES BUDGET TO SELECT BOARD TO OCCUR: Annually REFERENCE: Selectmen-Town Manager Act §12 (Appendix §A201 Special Acts at page A20113) The Town Manager shall submit in writing to the 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. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 B-4 The Select Board Lexington's charter establishes an elected five-member Select Board to oversee the executive branch of Town government. Select 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 REFERENCE: Selectmen-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 REFERENCE: Selectmen-Town Manager Act §12-13 (Appendix §A201 Special Acts at page A20113) The Select 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 Select 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. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 B-5 The Appropriation Committee 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 Select 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. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 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. FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 B-7 , " � ■ � � � . . � [ � / xy : APRIL ® x \ . � 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 fund balances are shown in the table below. General Stabilization Fund History FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 Beginning Balance $ 8,895,689 $ 9,056,939 $ 9,251,859 $ 9,447,866 $ 9,649,865 $ 9,800,414 Interest Earned $ 161,250 $ 194,920 $ 196,008 $ 201,999 $ 150,549 $ 120,397 T.M. Appropriation $ - $ - $ - $ - $ - $ - T.M. Withdrawal $ - $ - $ - $ - $ - $ - Ending Balance $ 9,056,939 $ 9,251,859 $ 9,447,866 $ 9,649,865 $ 9,800,414 $ 9,920,811 Specialized Stabilization Funds Ending balances as of fiscal year end FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 Transportation Demand Management $ 302,092 $ 300,766 $ 214,309 $ 226,906 $ 182,762 $ 377,177 Traffic Mitigation Stabilization Fund $ 88,830 $ 147,401 $ 146,701 $ 321,751 $ 357,800 $ 645,163 Special Education Stabilization Fund $ 1,073,638 $ 1,078,170 $ 1,088,001 $ 1,105,262 $ 1,132,883 $ 1,151,926 Capital Stabilization Fund $ 8,048,466 $16,725,947 $23,203,210 $28,597,934 $27,727,713 $25,229,254 Center Improvement Stabilization Fund $ 86,506 $ 86,872 $ 87,664 $ 61,628 $ 35,497 $ 10,357 TMOD Stabilization Fund $ 10,774 $ 98,164 $ 98,263 $ 333,310 $ 344,226 $ 98,944 Debt Stabilization Fund $ 1,015,788 $ 895,503 $ 778,494 $ 664,828 $ 554,300 $ 438,280 Visitors Center Stabilization Fund $ - $ - $ - $ 242 $ 212,573 $ 218,083 Dedicated Trust Funds Ending balances as of fiscal year end FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 Other Post Employment Benefits (OPEB) $ 5,798,656 $ 7,334,848 $ 9,869,875 $12,475,463 $15,773,899 $18,466,182 Health Claims Trust Fund $ 7,559,580 $ 5,693,188 $ 4,540,875 $ 3,851,400 $ 3,178,997 $ 2,474,692 Dental Trust Fund $ 222,231 $ 223,169 $ 225,204 $ 228,777 $ 234,494 $ 238,435 FY2022 Town Manager's Preliminary Recommended Budget&Financing Plan January 11, 2021 C-1 Summary of Reserve Fund Transfers FY2015-FY2020 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. FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 Budgeted Amounts $ 900,000 $ 900,000 $ 900,000 $ 900,000 $ 900,000 $ 900,000 Reserve Fund Transfers $ 289,620 $ 176,800 $ 198,115 $ 106,000 $ — $ 100,000 2400 - Public Facilities $ 106,000 $ 106,000 4200 - Fire Wages $ 100,000 7140 - Board of Health $ 11,500 7300 - Economic Dev. $ 104,120 8120 - Legal $ 24,000 Capital $ 150,000 $ 176,800 $ 92,115 FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 C-2 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 2020 $ 1,387,233 $ 974,463 $ 412,770 $ — $ — $ — 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 $ (1,107,857) $ 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 Total 1$11,618,598 1$14,740,431 $(3,121,833) $ 1,228,188 $ 207,000 $ 2,515,958 2016-2020 $ 1,263,085 $ 1,364,796 $ (101,711) $ 74,315 $ — $ 113,050 Average FY2022 Town Manager's Preliminary Recommended Budget& Financing Plan January 11, 2021 C-3 CPA Summary To be Provided under Separate Cover FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 C-4 This Page In Intentionally Left Blank \/:y\ \\ 1 / »\ . / A�� _ . G�bssa��y / xy : APRIL ® x \ . � 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 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 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 five 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. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 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 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 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 for 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 revenue is a function of the State budget, which begins July 1st. 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 2007 to 17.8% in 2017. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 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 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 Select 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. 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. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 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 municipal and 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. 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. 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 21/2 percent or $25 for each $1,000 of the vehicle's value. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 D-4 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. OPEB - Other Post-Employment Benefits refer to the Town's fiscal obligation to provide health, dental and life insurance benefits to qualified retirees. Over the next 30 years, the Town's OPEB liability is approximately $150 million. In FY2009, the Town began funding an OPEB Trust Fund for the purpose of reducing the liability. (See page C-3 for the current balance in the Fund.) OPERATING BUDGET - The portion of the budget that pertains to daily operations, which provides 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-4 of the Revenue Section). OTHER FEES AND CHARGES - Revenue is received from fees or charges by the Building & Zoning, 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 FUND - 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. 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 xxiii of the Town Manager's Report for an Override History.) FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 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. (See page C-4 for the a history of the funding and use of Lexington's Reserve 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. 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 ten 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 a 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 Stabilization Fund, and the Capital Stabilization Fund. (See page C-3 for the current balances in the Town's Stabilization Funds.) FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 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 Select 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 $12 and a property's assessed value is $100,000, the property owner will pay $12 times 100 ($100,000/1,000), or $1,200. 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. TRANSPORTATION NETWORK COMPANY (TNC) SPECIAL REVENUE FUND - A 2018 state law began regulating Transportation Network Companies (TNCs - e.g., Uber and Lyft). Part of that law established a surcharge of $0.40 per ride, of which $0.20 is returned to the community where the ride originated. Those funds are distributed by the state each year, and must be appropriated by Town Meeting for projects that offset the impact of the TNCs. USER FEES - Fees paid for direct receipt of a public service by the user or beneficiary of the service. FY2022 Town Manager's Preliminary Recommended Budget & Financing Plan January 11, 2021 D-7 AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Review 2021 Annual Town Meeting Draft Warrant PRESENTER: ITEM NUMBER: Kelly Axtell, Deputy Town Manager 1.6 SUMMARY: Kelly Axtell, Deputy Town Manager, will review the 2021 ATM draft warrant. SUGGESTED MOTION: FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 1/11/2021 8:20pm ATTACHMENTS: Description Type 2121,h'lf'M IDlfil'aFT maar aaut llaauk up Material D 2021 changes Backup Mawrriaal WARRANT 2021 ANNUAL TOWN MEETING Detailed information on these Town Meeting Warrant Articles can be found at https://www.lexingtonma.gov/town-meeting TABLE OF CONTENTS SELECT BOARD MESSAGE .. .. .... .... .... ... .. .,... ..,,... ....,.... 4 ARTICLE 1 NOTICE OF ELECTION............................................................................................................ 3 ARTICLE 2 ELECTION OF DEPUTY MODERATOR AND REPORTS OF TOWN BOARDS, OFFICERS AND COMMITTEES............................................................................................... 5 ARTICLE 3 APPOINTMENTS TO CARY LECTURE SERIES... ...... ................. ..... ... ............ ...... ....... 5 FINANCIAL ARTICLES...... .......... ...... ...... .... ... ...... ...... .......... ...... ...... .... 5 ARTICLE 4 APPROPRIATE FY2022 OPERATING BUDGET . ............................. .... 5 ARTICLE 5 APPROPRIATE FY2022 ENTERPRISE FUNDS BUDGETS .. .... ................ ...... ..... 5 ARTICLE 6 APPROPRIATE FOR SENIOR SERVICES PROGRAM... ..... .... ... 6 ARTICLE 7 APPROPRIATE FOR MUNICIPAL ASSESSMENT..................... ... ......... 6 ARTICLE 8 APPROPRIATE FOR 20/20 VISION SURVEY,...........,., ..... .... ..................... ..... 7 ARTICLE 9 ESTABLISH AND CONTINUE DEPARTMENTAL REVOLVING FUNDS.......................... 7 ARTICLE 10 APPROPRIATE THE FY2022 COMMUNITY PRESERVATIONCOMMITTEE OPERATING BUDGET AND CPA PROJECTS..... .. ................... ...... ..... 7 ARTICLE 11 APPROPRIATE FOR RECREATION CAPITAL PROJECTS.................................................. 8 ARTICLE 12 APPROPRIATE FOR MUNICIPAL CAPITAL PROJECTS AND EQUIPMENT ,.. .. 8 ARTICLE 13 APPROPRIATE FOR WATER SYSTEM IMPROVEMENTS .. .. ...................... ..... ... 9 ARTICLE 14 APPROPRIATE FOR WASTEWATER SYSTEM IMPROVEMENTS.................................... 10 ARTICLE 15 APPROPRIATE FOR SCHOOL CAPITAL PROJECTS AND EQUIPMENT.......................... 10 ARTICLE 16 APPROPRIATE FOR PUBLIC FACILITIES CAPITAL PROJECTS.... ................................ 10 ARTICLE 17 APPROPRIATE TO POST EMPLOYMENT INSURANCE LIABILITY FUND 11 ARTICLE 18 RESCIND PRIOR BORROWING AUTHORIZATIONS.................... ..... 1 1 ARTICLE 19 ESTABLISH,AMEND,DISSOLVE AND APPROPRIATE TO AND FROM SPECIFIED STABILIZATION FUNDS............................................................................ 11 ARTICLE 20 APPROPRIATE FOR PRIOR YEARS' UNPAID BILLS 12 ARTICLE 21 AMEND FY2021 OPERATING,ENTERPRISE AND CPA BUDGETS ........................ ........ 12 ARTICLE 22 APPROPRIATE FOR AUTHORIZED CAPITAL IMPROVEMENTS..................................... 12 ARTICLE 23 APPROPRIATE FROM DEBT SERVICE STABILIZATION FUND 12 ARTICLE 24 APPROPRIATE FOR LEXINGTON HIGH SCHOOL FEASIBILITY STUDY......... ...... ...... 13 PETITION GENERAL COURT TO AMEND LEGISLATION REGARDING ARTICLE 25 PERMANENT TRANSPORTATION FUNDING................................. 13 ..................................... AMEND GENERAL BYLAWS-CONTRACTS AND DEEDS (SCHOOL BUS ARTICLE 26 FINANCING) 13 ARTICLE 27 AMEND BORROWING AUTHORIZATION CONSERVATION LAND ACQUISITION ,, 13 GENERALARTICLES............................. ........................................... .... .............................. 14 ARTICLE 28 PARKING SYSTEM........................ .......................................................................................... 14 ARTICLE 29 INCREASE IN RECREATION COMMITTEE MEMBERSHIP............. ....................... ........ 14 ARTICLE 30 REDUCING NOISE FROM LANDSCAPE EQUIPMENT....................... .............................. 14 CLEAN HEAT-AUTHORIZE SPECIAL LEGISLATION TO REGULATE FOSSIL FUEL ARTICLE 31 INFRASTRUCTURE AND 14 ARTICLE 32 FULL INCLUSION RESOLUTION ... ......... ..... .. .. ... ... ,......... ..... .. 15 STREET ACCEPTANCE: PENNY LANE, WINDING ROAD AND LUONGO FARM ARTICLE33 LANE........................................................................................................................................... 15 ARTICLE 34 AMEND GENERAL BYLAWS-RECEIVE APPRAISED VALUE FOR REMOVED TREES 16 ARTICLE 35 AMEND GENERAL BYLAWS-TREE BYLAW: DATA COLLECTION AND EDUCATION....................................................................................... ......................................... 16 ARTICLE 36 AMEND GENERAL BYLAWS-TREE BYLAW FEES AND MITIGATION PAYMENTS... 16 ARTICLE 37 AMEND SCENIC ROADS BYLAW(CI"TIZEN PETITION)......... .......................................... 17 AUTHORIZE SPECIAL LEGISLATION-DEVELOPMENT SURCHARGE FOR ARTICLE 38 AFFORDABLE HOUSING(CITI,ZEN PETITION)-.. ................... ..... 17 ARTICLE 39 AMEND GENERAL,BYLAWS-STORMWATER MANAGEMENT(CHAPTER 114).......... 17 ARTICLE 40 AMEND GENERAL BYLAWS-TREES (CHAPTER 120) ..., .. ........ ..... .. 17 ZONINGARTICLES..... ..... ..... ... ... _ ...................... ..... ..... ... ...................... ..... , 18 ARTICLE 41 AMEND ZONING BYLAW-HISTORIC PRESERVATION INCENTIVES 18 ARTICLE 42 AMEND ZONING BYLAW-SPECIAL PERMIT WALLS........................ ... 18 ARTICLE 43 AMEND ZONING BYLAW-SHEDS IN SETBACKS............................................................... 18 ARTICLE 44 AMEND ZONING BYLAW-FLOODPLAIN MANAGEMENT............................................... 18 ARTICLE 45 AMEND ZONING BYLAW-UPDATE AND TECHNICAL CORRECTIONS 18 ARTICLE 46 AMEND ZONING BYLAW-TABLE OF USES........................................................................ 19 AMEND ZONING BYLAW-HARTWELL INNOVATION ARTICLE 47 PARK 19 ARTICLE 48 AMEND THE ZONING BYLAW-MIXED USE TRANSITION ZONING (BEDFORD STREET)).................... ............................... ..... ..... .... .................................. 19 .......... ARTICLE 49 AMEND ZONING BYLAW-HARTWELL AVENUE AREA(TRANSPORTATION MANAGEMENT OVERLAY DISTRICT)...................................... ......................................... 19 ARTICLE 50 AMEND ZONING MAP-HARTWELL INNOVATION PARK(HIP) 20 ARTICLE 51 AMEND ZONING MAP-459-475 BEDFORD STREET 20 AMEND ZONING MAP-HARTWELL AVENUE AREA TRANSPORTATION ARTICLE 52 MANAGEMENT OVERLAY DISTRICT (TMOD) 20 TOWN FINANCE TERMINOLOGY(inside back cover).......................................................... Town of Lexington, Massachusetts Select Board DOUGLAS M.LUCENTE,CHAIR JOSEPH N.PATO SUZANNE E.BARRY JILL 1.HAI TEL: (781)698-4580 MARK D.SANDEEN FAX: (781)863-9468 January 25,2021 To the Residents of Lexington: This warrant document provides notification of the 2021 Annual Town Meeting and advises residents of the various issues being considered at the meetings. Only Articles listed in this warrant maybe discussed. The purpose of the Warrant is to inform citizens of the issues to be discussed and does not,provide for detailed information about the Articles. Articles for the Annual Town Meeting are grouped in three categories:Financial, General and Zoning. Descriptions are provided in an attempt to make the Warrant useful and understandable. The most important votes that take place at,the Annual Town Meeting are related to the budget. We urge citizens to read the budget, understand it, and help us find a way to foster excellence within the community. The Town website, http://www.lexin tg onma.gov/town-meeting , includes the most recent version of the FY2022 Budget and other financial Articles as well as other relevant information for each Article. Between now and Town Meeting there will be multiple meetings to develop a comprehensive recommended budget for fiscal year 2021. That budget will be delivered to all Town Meeting Members prior to the consideration of any financial articles by Town Meeting. SELECT BOARD Douglas M. Lucente, Chair Joseph N. Pato Suzanne E. Barry Jill I. Hai Mark D. Sandeen TOWN OF LEXINGTON WARRANT 2021 ANNUAL TOWN MEETING Commonwealth of Massachusetts Middlesex, ss. To either of the Constables 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 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, Keilty Hall, St. Brigid's Church, PRECINCT EIGHT, Samuel Hadley Public Services Building; PRECINCT NINE, Keilty Hall, St. Brigid's Church, on Monday, the first day of March 2021 at 7:00 a.m., then and there to act on Article 1 of the following Warrant, and, in addition, you are also directed to notify the inhabitants of the Town of Lexington qualified to vote in elections and in Town affairs to meet by means of the audio/vidoo conferencing platform described more particularly below on March 22, 2021 at 7:30pm, at Which time and place the remaining articles in this Warrant 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, andsubject to the referendum provided for by Section eight of said Chapter, as amended. Pursuant to Chapter 92 of the Acts of 2020, the Town Meeting shall be held remotely by the means requested by the Moderator as follows: Town Meeting members will attend and vote by logging into: (1) the Zoom videoconferencing platform, (2)the online VVoter module provided by our electronic voting vendor, Option Technologies or a comparable online voting tool developed by Select Board member Joe Pato, and(3) an online queuing function developed by Select Board member Joe Pato to facilitate the process of debate. Other Town residents who wish to follow the proceedings may do so via LexMedia at https://www.youtube.com/user/ LexMediaMATV. Residents who wish to participate in the Meeting may contact the Town Clerk's Office at clerk a,lexin tg onma. og_v and complete the online form at https://www.lexin tog nma.gov/2021 atm. For more information, please see the Moderator's January , 2021 letter to the Select Board attached to this warrant as Appendix A. 3 ARTICLE 1 NOTICE OF ELECTION One Select Board Member for a term of three years; One Moderator for a term of one year; Two School Committee members 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. Seven Town Meeting Members in Precinct One, the seven receiving the highest number of votes to serve for terms of three years; Seven Town Meeting Members in Precinct Two,the seven receiving the highest number of votes to serve for terms of three years; Nine Town Meeting Members in Precinct Three, 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 for a seat ending in 2023; the one receiving the next highest number of votes to fill an unexpired term for a seat ending in 2022; 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 terms for a seat ending in March 2023; 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 2023; 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 remotely pursuant to Chapter 92 of the Acts of 2020 as set forth on the first page of this Warrant on Monday,the twenty-second day of March 2021 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. 4 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 FV2022 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 FY2022 budget proposals posted at http:// lexin tg onma. ov/budgeet. DESCRIPTION: This article requests funds for the FY2022 (July 1, 2021 - June 30, 2022) operating budget. The operating budget includes the school and municipal budgets. The operating budget includes requests for funds to 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 FY2022 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 FY2022 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) 5 FUNDS REQUESTED: Enterprise Fund FY2020 FY2021 FY2022 Appropriated Appropriated Requested a) Water Personal Services $660,929 $804,234 $903,535 Expenses $420,436 $502,925 $514,300 Debt Service $1,192,000 $1,278,770 $1,318,329 MWRA Assessment $7,413,364 $8,006,399 $8,807,039 Total Water Enterprise Fund $9,686,729 $10,592,328 $11,543,203 b) Wastewater Personal Services $226,162 $366,568 $401,775 Expenses $284,781 $444,150 $454,650 Debt Service $1100,863 $1,388,579 $L569,588 MWRA Assessment $7,837,139 $7,922,359 $8,714,595 Total Water Enterprise Fund $9,548,945 $10,121,656 $11,140,608 c) Recreation and Community Programs Personal Services $1,246,075 $962,170 $1,342,201 Expenses $1,048,149 $1,041,951 $1,247,735 Total Recreation and Community Programs $2,294,224 $2,004,121 $2,589,936 Enterprise Fund DESCRIPTION: Under Massachusetts General Laws Chapter 44,,Section 53F�/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 APPROPRIATE FOR SENIOR SERVICES PROGRAM To see if the Town will vote to appropriate a sum of money for the purpose of conducting a Senior Services Program,to be spent under the direction of the Town Manager; to authorize the Select Board to establish and amend rules and regulations for the conduct of the program, and 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: $15,000 DESCRIPTION: In FY2007,the Town established a Senior Services Program that provides more flexibility than the State program in assisting low-income seniors and disabled residents in reducing their property tax bills. This article requests funds to continue the program. ARTICLE 7 APPROPRIATE FOR MUNICIPAL ASSESSMENT To see if the Town will vote to appropriate a sum of money for the purpose of conducting an assessment of the Town's organizational structure and adherence to industry best practices and 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) FUNDS REQUESTED: $100,000 6 DESCRIPTION: This article will allow the Town Manager to hire a contractor to conduct a Town-wide organizational assessment and provide recommendations for efficiencies. ARTICLE 8 APPROPRIATE FOR 20/20 VISION SURVEY To see if the Town will vote to appropriate a sum of money for the purpose of conducting a Town-wide 20/20 vision survey and related expenses and 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: $50,000 DESCRIPTION: This article will allow the 2020 Vision committee to conduct a survey is be part of a longitudinal study to assess community perspectives and progress toward meeting stated preferences of community members and to inform planning and decision-making by the three elected boards. ARTICLE 9 ESTABLISH AND CONTINUE DEPARTMENTAL REVOLVING FUNDS To see if the Town will vote, pursuant to the Massachusetts General Laws Chapter 44, Section 53EI/z and Chapter I10 of the Code of the Town of Lexington, to continue existing revolving funds; to amend said Chapter I10 to establish new revolving funds; to determine whether the maximum amounts that may be expended from such new and existing revolving fund accounts in FY2022 shall be the following amounts or any other amounts; or act in any other manner in relation thereto. (Inserted by the Select Board) FUNDS REQUESTED: Program or Purpose for Revolving Funds FY2022 Authorization School Bus Transportation $1,150,000 Building Rental Revolving Fund $570,000 Regional Cache-Hartwell Avenue $50,000 Lexington Tree Fund $70,000 DPW Burial Containers $50,000 DPW Compost Operations $790,000 Minuteman Household Hazardous Waste Program $260,000 Senior Services Program $75,000 Residential Engineering Review $57,600 Health Programs $45,000 Lab Animal Permits $40,000 Tourism/Liberty Ride $194,000 Visitors Center $247,000 DESCRIPTION: The amount that may be spent from a revolving fund established under Massachusetts General Laws Chapter 44, Section 53E'/Z 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. 7 ARTICLE 10 APPROPRIATE THE FY2022 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 FY2022 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 FY2022; 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) Park and Playground Improvements- South Rindge Avenue- $170,000 b) Park Improvements- Athletic Fields- Muzzey Field- $155,000 c) Community Center Mansion Sidewalk&Patio - $110,000 d) Playground Enhancements- Pour-in-Place Surfaces- $150,000 e) CPA Debt Service - $TBD f) 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: $87,000 DESCRIPTION: For a description of the proposed projects, see Section XI: Capital Investment section of the FY2022 budget. The most recent version of the capital section can be found at http://www.lexin tg onma.aov/ 1]y22capital. 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) South Lexington Traffic Mitigation Plan; b) Transportation Mitigation; c) Self-Contained Breathing Apparatus Replacement; 8 d) Townwide Culvert Replacement; e) Equipment Replacement; f) Sidewalk Improvements; g) Storm Drainage Improvements and NPDES compliance; h) Comprehensive Watershed Stormwater Management; i) Street Improvements; j) Hydrant Replacement Program; k) Public Parking Lot Improvement Program; 1) New Sidewalk Installations; m) Staging for Special Events; n) Cary Library Network Upgrade; o) Electric Vehicle Charging Stations; 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: $7,718,108 DESCRIPTION: For a description of the, proposed projects, see Section XI: Capital Investment section of the FY2022 budget. The most recent version of the capital 'section can be found at http://www.lexin tg onma.gov/ fy22capital. 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, the replacement or rehabilitation of water towers, 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: $1,410,000 DESCRIPTION: For a description of the proposed projects, see Section XI: Capital Investment section of the FY2022 budget. The most recent version of the capital section can be found at ht!p://www.lexingtonma.gov/ fy22capital. 9 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, the 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: $1,520,000 DESCRIPTION: For a description of the proposed projects, see Section XI: Capital Investment section of the FY2022 budget. The most recent version of the capital section can be found at httl2://www.lexingtonma.gov/ fv22capital. 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: $1,1861236 DESCRIPTION: For a description of the proposed projects, see Section XI: Capital Investment section of the FY2022 budget. The most ,recent version of the capital section can be found at http://www.lexin tg onma.aov/ fv22capital. 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) Public Facilities Bid Documents; b) Facility and Site Improvements: • Building Flooring Program; • School Paving& Sidewalks Program; c) Public Facilities Mechanical/Electrical System Replacements; d) Municipal Building Envelopes and Associated Systems; e) Townwide Roofing Program; I) School Building Envelopes and Associated Systems; g) Center Recreation Complex Bathrooms &Maintenance Building Renovation; h) Space Needs for School Year 2021-22; i) HVAC Improvements; 10 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: $4,480,385 DESCRIPTION: For a description of the proposed projects, see Section XI: Capital Investment section of the FY2022 budget. The most recent version of the capital section can be found at hU://www.lexin tog nma.gov/ fy22capital. 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 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: $1,885,486 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 has been 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,AMEND,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; (1) 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 11 DESCRIPTION: This article proposes to establish, dissolve, and 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 a specific designated purpose by a two-thirds vote of an Annual or Special Town Meeting, for any other lawful purpose. ARTICLE 20 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 21 AMEND FY2021 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 4, 5 9, and 10 of the warrant for the 2020 Annual Town Meeting, and Article 5 of the warrant for Special Town Meeting 2020-3 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 the 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(FY2021)appropriations. ARTICLE 22 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 23 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 FY2022 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) 12 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. ARTICLE 24 APPROPRIATE FOR LEXINGTON HIGH SCHOOL FEASIBILITY STUDY To see if the Town will vote to appropriate a sum of money to be expended under the direction of the Permanent Building Committee, for the costs of a feasibility study relating to the Lexington High School located at 251 Waltham St, Lexington, MA 02421, for which feasibility study the Town may be eligible for a grant from the Massachusetts School Building Authority ("MSBA"). The MSBA's grant program is a non-entitlement, discretionary program based on need, as determined by the MSBA, and any costs the Town incurs in connection with the feasibility study in excess of any grant approved by and received from the MSBA shall be the sole responsibility of the Town, or act in any other manner in relation thereto. (Inserted by the Select Board) FUNDS REQUESTED: unknown at press time DESCRIPTION: In spring of 2021,the Massachusetts School Building Authority is expected to vote on Lexington's application to accept the Lexington High School into the MSBA reimbursement program. If the Town's application is approved at that time,this article would fund the first phase of the process,conducting a feasibility study. ARTICLE 25 PETITION GENERAL COURT TO AMEND LEGISLATION REGARDING PERMANENT TRANSPORTATION FUNDING To see if the Town will vote to petition the General Court to allow.the Town to create a transportation funding mechanism known as a"Transit,Improvement District";or to act in any other manner in relation thereto. (Inserted by the Select Board) FUNDS REQUESTED: Unknown at press time DESCRIPTION: The purpose of this Article is to seek special legislation allowing the Town to establish a Transit Improvement District to provide a dependable funding source for the Rev Shuttle and future transit routes the Town may want to establish within a public/private funding framework. The Special Legislation will likely be modeled after legislation proposed by the Town's State Representative in the 2019 legislative Session,H.B. 2983. ARTICLE 26 AMEND GENERAL BYLAWS-CONTRACTS AND DEEDS (SCHOOL BUS FINANCING) To see if the Town will vote to amend Section 32-4 of Chapter 32 of the Code of the Town of Lexington (Authorization to Solicit Award and Enter Certain Contracts) by adding after the words "Agreements for payments in lieu of taxes(PILOTS)with owners of solar energy facilities on Town-owned property 20"the following line: "Leases or agreements for purchasing, financing, operating and maintaining electric school buses, and/or other agreements for the purpose of installing electric school bus charging facilities and infrastructure 20"; or act in any other manner in relation thereto. (Inserted by the Select Board at the request of'the Lexington Public Schools) DESCRIPTION: This article will provide flexibility in negotiating the leasing, purchasing, financing, and/or contracting for equipment,operations and maintenance agreements of electric school buses. 13 ARTICLE 27 AMEND BORROWING AUTHORIZATION CONSERVATION LAND ACQUISITION To see if the Town will vote to amend the source of funding and borrowing authorization for the acquisition of the Highland Ave Conservation land approved under Article 7 of Special Town Meeting 2020-3; or to act in any other manner in relation thereto. (Inserted by the Select Board at the request of the Community Preservation Committee) FUNDS REQUESTED:None DESCRIPTION: The purpose of this article is to eliminate the borrowing component authorized for purchasing this property in favor of cash given the small amount of CPA-funded projects that have come forward for the FY22 budget and availability of funds. To accomplish this,the town will vote to appropriate an additional $1,000,000 from the Undesignated Fund Balance of the Community Preservation Fund and rescind the $1,000,000 of CPA borrowing. This will not have an impact on the timing of the closing or on the sellers.This is an internal accounting change and is expected to save approximately$20K in interest expenses. GENERAL ARTICLES ARTICLE 28 PARKING SYSTEM To see if the Town will vote to appropriate a sum of money to upgrade parking meter system in the Center business district. (Inserted by the Select Board), FUNDS REQUESTED: unknown at press time DESCRIPTION: This article will address the problem with the current parking meters in the Center which operate with 3G wireless that will be phased out later in 2021 and 2022. The Town is seeking to replace the numerous meters with much fewer mete,stations that will accept coins,bills;credit cards and pay by phone options. ARTICLE 29 INCREASE IN RECREATION COMMITTEE MEMBERSHIP To see if the Town will vote to increase the membership of the Recreation Committee to seven members; or act in any other manner in relation thereto. (Inserted by the Select Board at the request of the Recreation Committee) DESCRIPTION: This article would increase the membership of the Recreation Committee from 5 to 7 members due to the increased responsibilities of the Committee, including the creation of liaison positions on other boards and committees, active capital projects and implementation of a community needs assessment and a new funding model. ARTICLE 30 REDUCING NOISE FROM LANDSCAPE EQUIPMENT To see if the Town will vote to amend Chapter 80 of the Code of the Town of Lexington,Noise Control, to regulate noise generated by the use of motorized landscape equipment; or act in any other manner in relation thereto. (Inserted by the Select Board at the request of the Noise Advisory Committee) DESCRIPTION: This article proposes revisions to the Noise Bylaw to better protect residents from noise pollution caused by motorized landscape equipment. 14 ARTICLE 31 CLEAN HEAT-AUTHORIZE SPECIAL LEGISLATION TO REGULATE FOSSIL FUEL INFRASTRUCTURE AND ADOPT BYLAW AMENDMENT ENABLING LEGISLATION To see if the Town will 1. vote to authorize the Select Board to petition the Massachusetts General Court for special legislation to: a. Allow the Town of Lexington to regulate fossil fuel infrastructure in new buildings and major renovations for the purposes of improving health and safety, reducing greenhouse gas emissions, and encouraging renewable energy production and use, notwithstanding the State Building Code, the Gas Code, M.G.L. c. 164 or any other law of the Commonwealth regulating natural gas as a residential utility; b. Allow the Town to adopt and further amend general or zoning bylaws that regulate fossil fuel infrastructure; and c. Allow the Town to administer such bylaws, including through the withholding of building permits by the Building Commissioner; and 2. vote to add a new Chapter to the Town's Code of Bylaws prohibiting or otherwise regulating or restricting the installation of fossil fuel infrastructure in newconstruction projects or major renovation and rehabilitation projects in Lexington, and to set forth the terms and scope of such regulations or restrictions, including exemptions or waivers to same, provided,that said Chapter will take effect only if permitted pursuant to General or Special Legislation,enacted,by the Massachusetts General Court; or take any action related thereto. (Inserted by the Select Board at the request of the Sustainable Lexington Committee) DESCRIPTION: This article would "authorize the Town t) to file a home-rule petition with the Massachusetts General Court for Special Legislation that would enable the Town to enact local bylaws that would regulate fossil fuel infrastructure in buildings and 2) to enact such a bylaw that would restrict fossil fuel infrastructure in new construction and major renovations. The bylaw would limit the installation of new fossil fuel (natural gas,propane, fuel oil) infrastructure so as to require new or significantly renovated buildings to use clean energy sources (electricity)with exemptions for certain appliances and building types and with a waiver process. ARTICLE 32 FULL INCLUSION RESOLUTION To see if the Town will vote to adopt a non-binding resolution to consider the rights and needs of those with disabilities in all town decision and planning processes, in order to strive for full inclusivity and equity, while encouraging collective and coordinated action to address issues of exclusion and ableism; or act in any other manner in relation thereto. (Inserted by the Select Board at the request of the Commission on Disability) DESCRIPTION: To further the goal of full inclusion for the Town of Lexington. ARTICLE 33 STREET ACCEPTANCE: PENNY LANE,WINDING ROAD AND LUONGO FARM LANE To see if the Town will vote to accept as a Town way Penny Lane, Winding Road, and Luongo Farm Lane, all as shown on a plan dated December 15, 2020 and on file in the office of the Town Clerk and to take by eminent domain, donation or otherwise acquire any fee, easement, or other interest in land necessary therefore; or act in any other manner in relation thereto. 15 (Inserted by the Select Board) DESCRIPTION: This article will accept the identified streets as public ways, and will authorize the Town to take title to Penny Lane,Winding Road and Luongo Farm Lane. ARTICLE 34 AMEND GENERAL BYLAWS-RECEIVE APPRAISED VALUE FOR REMOVED TREES To see if the town will vote to amend Chapter 120 of the Code of the Town of Lexington, Trees, to require that when an applicant applies for permission from the Town to remove a Town-owned tree or Public Shade Tree, the applicant be required to provide an appraisal of the tree's value and, if permission to remove the tree is granted,pay an amount up to the appraised value of the tree to the Lexington Tree Fund; or act in any other manner in relation thereto. (Inserted by the Select Board at the request of the Tree Committee) DESCRIPTION: This article will ensure that the Town receives a fair value for a removed Town tree. ARTICLE 35 AMEND GENERAL BYLAWS-TREE BYLAW: DATA COLLECTION AND EDUCATION To see if the town will vote to amend Chapter 120 of the Code of the Town of Lexington, Trees,to: a. require the owner of a property at which major construction or demolition is'planned to submit itemized detailed information • initially with submission of the building permit, for all trees 6 inches DBH or larger on the property; and • at the completion of work at the property,, for all remaining trees 6 inches DBH or larger on the property and for trees planted as mitigation b. require prior notification to the Town before removal of any tree 6 inches DBH or larger on private property at which neither major construction nor demolition is planned; or act in any other manner in relation thereto. (Inserted by the Select Board at the request of of the Tree Committee) DESCRIPTION: This article provides for the collection of additional information on sites where the tree bylaw applies and also for sites on which it does not. This additional information will be used to better understand the effectiveness of the bylaw and inform decisions about future changes to the bylaw. Additionally,the requirement for a permit on sites where the bylaw does not currently apply provides an opportunity for education of the applicant on the benefits of trees and on options other than removal. For these sites where the bylaw does not currently apply, the Tree Committee is recommending that there be no permit fee and no requirement for an onsite inspection. ARTICLE 36 AMEND GENERAL BYLAWS-TREE BYLAW FEES AND MITIGATION PAYMENTS To see if the town will vote to amend Chapter 120 of the Code of the Town of Lexington, Trees, to increase the fees and mitigation payments for removal of trees protected under the Bylaw, and to adjust these items to reflect inflation; or act in any other manner in relation thereto. (Inserted by the Select Board at the request of the Tree Committee) DESCRIPTION: This article will increase the fees and mitigation payments under the Tree Bylaw to better reflect the cost associated with administering the Bylaw and the cost of planting trees with mitigation funds, and will make it more attractive for applicants to replant versus making payments to the Lexington Tree Fund, and will better protect large trees. 16 ARTICLE 37 AMEND SCENIC ROADS BYLAW(CITIZEN PETITION) Establish a permanent Scenic Roads committee which will meet periodically to review and approve matters relating to preserving scenic roads and historic landscapes located throughout the town. Specifically, the Scenic Roads committee would be charged with the review and approval of roads,paths and landscapes within the jurisdiction of the committee,which would include all lands,public and private, which merit recognition and preservation for their scenic or historic value. The committee will include a Town Fence viewer or designee, a member of the Tree Committee or designee, one individual who meets the Secretary of Interior's Qualifications as an Historian or Archaeologist (36 CFR 61), and two other individuals from the community-at-large who have a demonstrated interest in historic landscapes. Included among Massachusetts legislation for which the committee will be charged with enforcing will include MGL Part IV, Title 1,Chapter 266, Section 105 —Stone walls or fences and MGL Part IV,Title 266, Chapter 266, Section 94—Boundary Monuments and miscellaneous markers. (Inserted by Jeff Howry and 9 or more registered voters) DESCRIPTION: The purpose of the Scenic Roads committee will be to assure that the remaining features of Lexington's historic landscape are protected and maintained. To accomplish this, the Scenic Roads Committee will endeavor to expand the town's existing cultural resources survey to include features of the historic landscape including stone walls, boundary markers,roads and paths bounded by trees and landscaping,historic archaeological features including those involving water features, as well as historic landscape features associated with human occupation within the town. Making additions to the already designated Scenic Roads in Lexington would be part of the committee's charge. ARTICLE 38 AUTHORIZE SPECIAL LEGISLATION-DEVELOPMENT SURCHARGE FOR AFFORDABLE HOUSING(CITIZEN PETITION) To see if the Town will vote to establish a surcharge on specific commercial development activities for the purpose of funding affordable and community housing construction" renovation, associated land acquisition or easements; and further to authorize the Board of Selectmen to petition the Massachusetts General Court to enact legislation to enable this surcharge in the Town of Lexington, and further to authorize the Board of Selectmen 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 impacts of new commercial development projects on the demand for community housing by creating a targeted and measured surcharge on specific commercial development activities. ARTICLE 39 AMEND GENERAL BYLAWS-STORMWATER MANAGEMENT (CHAPTER 114) To see if the Town will vote to amend Chapter 114 of the Code of the Town of Lexington (Stormwater Management) to allow for additional regulation of stormwater management installations and associated mitigation requirements for projects within the Hartwell Innovation Park(HIP) District; 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 Stormwater Management Bylaw relative to the Hartwell Innovation Park(HIP)Zoning District,if necessary. These items will be in the HIP Bylaw but may need to be referenced in the Stormwater Management Bylaw. 17 ARTICLE 40 AMEND GENERAL BYLAWS-TREES (CHAPTER 120) To see if the Town will vote to amend Chapter 120 of the Code of the Town of Lexington (Trees) to include additional regulations regarding tree preservation and planting within setbacks and along property frontages in the Hartwell Innovation Park(HIP)District; 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 Tree Bylaw relative to the Hartwell Innovation Park (HIP) landscaping and development requirements, if necessary. These items will be in the HIP Bylaw but may need to be referenced in the Tree Bylaw. ZONING ARTICLES ARTICLE 41 AMEND ZONING BYLAW-HISTORIC PRESERVATION INCENTIVES To see if the Town will vote to amend the Zoning Bylaw to allow additional flexibility in permitting for historic preservation; 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 allow special permits for historical preservation under § 135-6.2, Historic Preservation Incentives, to permit additional uses where necessary to preserve historical elements. ARTICLE 42 AMEND ZONING BYLAW-SPECIAL PERMIT WALLS To see if the Town will vote to amend the Zoning Bylaw to regulate the construction of retaining walls over four(4) feet in height; 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 regulate the installation of retaining walls over four(4) feet in height when the elevation of a,property changes as a result of construction. ARTICLE 43 AMEND ZONING BYLAW-SHEDS IN SETBACKS To see if the Town will vote to amend the Zoning Bylaw to allow for accessory buildings (including sheds) to have a separate setback requirement; 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 establish regulations for accessory buildings (including sheds) that have a separate setback requirement. ARTICLE 44 AMEND ZONING BYLAW-FLOODPLAIN MANAGEMENT To see if the Town will vote to amend the Zoning Bylaw to identify a designated Community Floodplain Administrator(FPA); or act in any other manner in relation to. (Inserted by the Select Board at the request of the Planning Board) DESCRIPTION: This article would identify and designate of a Community Floodplain Administrator(FPA)in accordance with regulations of the Federal Emergency Management Agency. 18 ARTICLE 45 AMEND ZONING BYLAW-UPDATE AND TECHNICAL CORRECTIONS To see if the Town will vote to amend the Zoning Bylaw to allow for the correction of internal references, remove unreferenced definitions, reformat sections, updates to modernize, and incorporate best practices identified through the Hartwell Innovation Park that are good practice for the community as a whole; 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 46 AMEND ZONING BYLAW-TABLE OF USES To see if the Town will vote to amend the Zoning Bylaw to update and clarify internal references, add new terms or uses, remove terms not referenced, delete dated terms, and reformat to help clarify the intent of the Bylaw; or act any other manner in relation thereto. (Inserted by the Select Board at the request of the Planning Board) DESCRIPTION: This article would amend any table of uses identified during other amendments of the Zoning Bylaw,which may include adding Short Term Rentals. ARTICLE 47 AMEND ZONING BYLAW-HARTWELL INNOVATION PARK To see if the Town will vote to amend the Zoning Bylaw and Zoning Map to create a°new Hartwell Innovation Park (HIP) District and add new Special District Regulations and amend related zoning sections of the Zoning Bylaw, including the Table of Uses,Dimensional Controls, General Regulations, 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 create a new Hartwell Innovation Park (HIP) Zoning District, which will include a new Bylaw section and amendments to the existing zoning. ARTICLE 48 AMEND THE ZONING BYLAW-MIXED USE TRANSITION ZONING(BEDFORD STREET)) To see if the Town will vote to amend the Zoning Bylaw to include a new subsection relative to the parcels at 459 and 475 Bedford Street to serve as a transition area from the Hartwell Innovation Park(HIP) District to the abutting residential neighborhoods; 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 consider parcels along Bedford Street to be considered a mixed-use development that will transition from the HIP and the residential neighborhoods. ARTICLE 49 AMEND ZONING BYLAW-HARTWELL AVENUE AREA (TRANSPORTATION MANAGEMENT OVERLAY DISTRICT) To see if the Town will voted to amend § 135-7.2 of the Zoning Bylaw (Transportation Management Overlay District); or act in any other manner in relation thereto. (Inserted by the Select Board at the request of the Planning Board) 19 DESCRIPTION: This article would amend the Zoning Bylaw relative to the Transportation Management Overlay District(TMOD)and the proposed Hartwell Innovation Park. ARTICLE 50 AMEND ZONING MAP-HARTWELL INNOVATION PARK(HIP) To see if the Town will vote to amend the Zoning Map to rezone all parcels along Bedford Street,Hartwell Avenue, Maguire Street,Westview Street, and Hartwell Place from Manufacturing(CM)to Hartwell Innovation Park(HIP); 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 rezone parcels of land identified as Manufacturing(CM) on Hartwell Avenue, Bedford Street,Westview Street, Maguire Street,Hartwell Place to a new zoning district known as the Hartwell Innovation Park(HIP). ARTICLE 51 AMEND ZONING MAP-459-475 BEDFORD STREET To see if the Town will vote to amend the Lexington Zoning Map to rezone the parcels at 459 Bedford Street and 475 Bedford Street from One-Family Residential to a new HIP-11 District to serve as a transition area for mixed-use projects at a smaller scale than the Hartwell Innovation Park(HIP)District; 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 allow for the parcels at 459 and 475 Bedford Street to be considered a mixed- use development that will transition from the HIP and the residential neighborhoods. ARTICLE 52 AMEND ZONING MAP-HARTWELL AVENUE AREA TRANSPORTATION MANAGEMENT OVERLAY DISTRICT(TMOD) To see if the Town will vote to amend the Lexington Zoning Map to remove the Hartwell Avenue Area TMO-1 from the Transportation Management Overlay District or add additional parcels to the Hartwell Avenue Area TMO-1 District; or act in another Manner in relation thereto. (Inserted by the Select Board at the request of the Planning Board) DESCRIPTION: This article would amend the Zoning Map relative to the Hartwell Avenue Area Transportation Management Overlay District(TMOD). 20 CURRENT ARTICLE ARTICLE 39 AMEND GENERAL BYLAWS-STORMWATER MANAGEMENT (CHAPTER 114) To see if the Town will vote to amend Chapter 114 of the Code of the Town of Lexington(Stormwater Management)to allow for additional regulation of stormwater management installations and associated mitigation requirements for projects within the Hartwell Innovation Park(HIP)District; or act in any other manner in relation thereto. EDIT: To see if the Town will vote to amend Chapter 114 of the Code of the Town of Lexington (Stormwater Management)to allow for additional regulation of stormwater management installations and associated mitigation requirements ; or act in any other manner in relation thereto. *Removal"for projects within the Hartwell Innovation Park(HIP)District." CURRENT ARTICLE ARTICLE 40 AMEND GENERAL BYLAWS-TREES (CHAPTER 120) To see if the Town will vote to amend Chapter 120 of the Code of the Town of Lexington(Trees)to include additional regulations regarding tree preservation and planting within setbacks and along property frontages in the Hartwell Innovation Park(HIP)District; or act in any other manner in relation thereto. EDIT: To see if the Town will vote to amend Chapter 120 of the Code of the Town of Lexington(Trees)to include additional regulations regarding tree preservation and planting ,i-*'-i-4 ,o*h-;-4.>>s and along pr-apet y f+apAages ifi*h.o a o„ rrfl,v-at:,.., n, k(uro)Dist *; or act in any other manner in relation thereto. *Removal "within setbacks and along property frontages in the Hartwell Innovation Park(HIP)District." CURRENT ARTICLE ARTICLE 43 AMEND ZONING BYLAW-SHEDS 1N SETBACKS To see if the Town will vote to amend the Zoning Bylaw to allow for accessory buildings (including sheds)to have a separate setback requirement; or act in any other manner in relation thereto. To see if the Town will vote to amend the Zoning Bylaw to allow for accessory buildings structures (including sheds)to have a separate setback requirement; or act in any other manner in relation thereto. *Word change of"buildings"to"structures." AGENDA ITEM SUMMARY LEXINGTON SELECT BOARD MEETING AGENDA ITEM TITLE: Discuss Patriots' Day 2021 PRESENTER: ITEM NUMBER: Board Discussion 1.7 SUMMARY: The Town has been asked by Minuteman National Park and our DPW and Police Departments need to know whether there will be any person Patriot's Day celebration to plan the logistics of the event. Given the ongoing pandemic and that vaccinations won't be widely available until a point beyond April 19th the Board needs to make a determination on whether there will be an in-person event or not. Mr. Lucente and Ms. Hai, as liaison to the Town Celebrations Committee, participated in a preliminary meeting with the Chair and two members of the Town Celebrations Committee and the organizers of the Minutemen reenactment. The discussion centered around ideas for virtual events in April and potential postponement of any in-person events to the fall. These ideas will be discussed by the Board, so that general direction can be given to the Town Celebrations Committee and other stakeholders. SUGGESTED MOTION: FOLLOW-UP: DATE AND APPROXIMATE TIME ON AGENDA: 1/11/2021 9:05pm