HomeMy WebLinkAboutFY 2002 Budget ProcessBudget Process
The Town of Lexington operates under state statutes
and the Town Charter as amended to establish the
Selectmen - Town Manager form of government. The
legislative body of Lexington is a representative Town
Meeting comprised of approximately 200 elected Town
Meeting Members. Town Meeting has the sole
authority to appropriate funds for the operating budget
and capital projects. Under the amended Town Charter,
the Town Manager is required to submit a proposed
budget to the Board of Selectmen. The Selectmen in
turn are required to transmit to the Appropriation and
Capital Expenditures committees a copy of the Town
Manager's Budget together with their
recommendations. Finally, the Appropriations and
Capital Expenditures committees must each make
budget recommendations to Town Meeting.
The Board of Selectmen's Recommended Budget
contains estimated expenditures and revenues for all
departments, committees and functions that are funded
by property taxes or fees that the Town charges for
various services. This document details actual
expenditures for the prior year, adjusted appropriation
figures for the current fiscal year and projected revenues
and expenditures for the budget year (i.e. the year for
which appropriations are proposed). There are three
categories of funds: the General Fund, Enterprise Funds
and Special Revenue Funds. Balance sheets for each
fund are provided in the Revenue section of the budget.
Process
The Town Manager's recent practice has been to
encourage greater citizen participation by having
department heads review their budget requests at
meetings of the Board of Selectmen starting in
November. Feedback from citizens as well as the
Board can thus be taken into consideration in preparing
the Town Manager's proposals. If the Manager's
proposed budget has the support of the Board at the
time it is transmitted to the finance committees, the
document is produced as the "Board of Selectmen's
Recommended Budget". A month before Town
Meeting, this budget is distributed to the Selectmen,
relevant committees, and Town Meeting Members, it is
also available to citizens at the Library and the Town
Manager's Office.
Prior to the first session of the annual Town Meeting,
all Lexington households are mailed a copy of the
Town Warrant containing a draft of all financial and
non - financial articles to be considered by Town
Meeting. Generally, the annual Town Meeting begins in
March with meetings held on weekday evenings. Town
Meeting considers the Town Manager's Budget and the
recommendations of the Selectmen, Appropriation
Committee and Capital Expenditures Committee and
votes on final appropriation amounts after making any
amendments it deems appropriate -- within the
constraints of Proposition 2'/ and balanced budget
requirements. The precise timing of the process varies
somewhat from year to year. The figure on the
proceeding page depicts the process for FY2002 budget
development.
The Town Manager and the Board of Selectmen are
responsible for making recommendations for all Town
programs, including School programs. As such, great
pains have been made to create a process so as to
include the School Committee and School staff in the
decision making process.
In that regard, the Board of Selectmen and School
Committee met in a joint goal setting in early summer
and on five other occasions in work sessions that
provided policy guidance to both Town and School
staff in developing this budget. The work product
represented within this document is the result of this
collaborative process (diagrammed and listed on the
previous page.)
Only Town Meeting can amend the budget after
adoption. Typically, the adopted budget is amended at
the next Town Meeting. Three articles within the
warrant are generally utilized:
• `Supplementary Appropriationsfor Current Fiscal
Year' — This is an annual article to permit
adjustments to current fiscal year (FY2001)
expenditures.
• `Prior Year's Unpaid Bills' —This is an annual
article to request funds to pay bills received after
the close of the fiscal year in which the goods were
received or the services performed, and for which
no money was encumbered.
• `Supplementary Appropriationsfor Authorized
Capital lmpravementProjects' —This is an annual
article to request funds for capital improvement
project expenditures that exceed the level of
appropriation.
If it is necessary to amend the budget after adoption
prior to the Annual Town Meeting, a special Town
Meeting must be called.