HomeMy WebLinkAboutFY11 Fin Com Warrant Article Write-ups-APPROVED _3_ FY11 Finance Committee Warrant Article Write-ups-APPROVED
Write-ups-APPROVED Final Version
A new section at the bottom of this document has been added to carry forward
boilerplate explanations for their corresponding yearly articles.
ARTICLE L - 15
FINANCE COMMITTEE EXPLANATION:
This article seeks to transfer unexpended bond proceeds from previous Capital
Improvement Projects to new projects. By applying unexpended funds to new projects,the
amount required to be raised for these new projects will be reduced. Since these funds
were already bonded, certain restrictions apply to the towns ability to transfer these funds.
The new use must be similar to the original bond intention and with a similar useful
lifetime.
ARTICLE P - 23
FINANCE COMMITTEE EXPLANATION:
This Article seeks to transfer available funds to the Osgood Enterprise Account to offset an
accumulated operating deficit,thus eliminating the need to carry those deficits into FY
2011.
ARTICLES - 29
FINANCE COMMITTEE EXPLANATION:
The Community Preservation Act (CPA) addresses community issues such as acquisition
and preservation of open space, creation and support of affordable housing, acquisition and
preservation of historic buildings and landscapes, and creation and support of recreational
opportunities. The CPA was adopted at a Special Town Meeting in January 2001, and by the
voters at the following Town Election in March of the same year. As adopted, it levies a 3%
surcharge on property taxes with two exemptions: $100,000 of the value of every
residential property, and a complete exemption on property owned and occupied by people
who qualify for low-income housing or low- or moderate-income senior housing.
State matching funds are disbursed each October for the preceding fiscal year. The CPA
was required to remain in effect for at least five years, an obligation that was met from
FY'02 to FY'06. Surtaxes must continue until all debt has been retired. The process for
revoking or reducing the surcharge is the same as that used for adoption (Town Meeting
followed by Ballot Election).
The Community Preservation Committee (CPC) annually recommends how funds should be
spent or set aside for future spending among the allowable categories of a) open space; b)
historic preservation; c) affordable housing; and d) land for recreational use, with a
minimum of 10% required in each of the first three categories. In addition, a maximum of
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5% may be spent on administrative expenses by the CPC. Town Meeting may either
approve or reduce the recommended expenditures,but cannot add to them.
North Andover received matching funds equal to $489,834 or 34.8% in FY10 from the
Commonwealth. The State anticipates that the match will be 28% in FY11 due to more
communities participating and lower registry of deeds surcharges. North Andover's 3%
surcharge level entitles it to second and third round funding, which could increase its
match above 35% if funding permits.
ARTICLE V- 35
FINANCE COMMITTEE EXPLANATION
This Article seeks to amend the R-2 (Residential-2).zoning district by-law by allowing
within the R-2 District, Professional Offices provided that the lot contains 50 acres or more,
is owned by the Town, and the offices constructed must be located within an existing
building on the site.
Article Y- 16
FINANCE COMMITTEE EXPLANATION
This article deletes the current wireless services zoning bylaw and replaces it with a bylaw
that is premised upon the concept of a wireless telecommunication overlay district. The
current bylaw requires a wireless facility to have a 600 foot setback from property zoned
for an educational or residential use. The application of this requirement results in very
few properties in Town upon which a wireless facility may be located. Therefore,the
bylaw has run up against the Federal Telecommunications Act of 1996 which dictates that a
local government may not prohibit the provision of personal wireless services. In a case
last year,the Massachusetts Superior Court decided that the federal law compelled the
permitting of a wireless facility, even though the facility did not meet the 600 foot setback.
This proposed bylaw delineates specific properties upon which a facility may locate,but
only by a special permit,with conditions, from the Planning Board. Those specific
properties, located with the intent to accommodate substantial gaps in telecommunication
coverage, make up the overlay district. The bylaw, in effect,tells an applicant where to look
first to place such a facility. To reduce the number of new towers,the bylaw encourages
placing a facility in the same location as a currently existing facility. While this bylaw
provides guidance as to where the facility should be placed, any bylaw is still subject to the
federal law.
The federal law prohibits the Town from limiting the placement of such facilities on the
basis of health effects of radiofrequency emissions beyond the requirements of the Federal
Communications Commission. The bylaw requires the applicant to demonstrate
compliance with those requirements. The Town can hire its own radiofrequency engineer,
at the applicant's expense,to review such compliance.
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ARTICLE CC - 19
FINANCE COMMITTEE EXPLANATION
Following good faith negotiations between the Board of Selectmen (and Town Manager)
and the Fire Department collective bargaining unit, an impasse was reached whereby the
parties could not agree on a new three-year contract. Massachusetts state laws provide
specific procedures when such an impasse occurs. After several steps,the matter was
turned over to the Joint Labor Management Committee (JLMC) for binding arbitration
under rules adopted in Chapter 589 of the Acts of 1987.
These laws give the Joint Labor-Management Committee (JLMC) the power to resolve
collective bargaining impasses through interest arbitration awards.
Under Massachusetts General Laws, Chapter 150e, section 7(b),the funding of collective
bargaining agreements, including those specified through binding arbitration must be
brought forth to Town Meeting for approval. If town meeting turns down the funding,then
the arbiter's award is no longer binding and the matter is returned to the parties for further
bargaining (as specified in Chapter 589).
This article seeks to obtain Town Meeting approval to fund the new contracts as specified
by the binding arbitration award.
Although all the parties involved in the bargaining are obligated by law to recommend
approval of the arbitrator's award, no such obligation is imposed on Town Meeting or the
Finance Committee.
Article DD - 30
FINANCE COMMITTEE EXPLANATION:
This article seeks to create a special fund to allow the Town to directly save toward the
funding of currently unfunded healthcare and other post employment liabilities. Benefits
granted to Town employees in current and prior years have not been fully funded
according to their predicted future liability. Town meeting can allocate funds and interest
on those funds to accrue for these liabilities. Additions to this fund would come from the
Town's general fund revenues.
ARTICLE EE -41
FINANCE COMMITTEE EXPLANATION
The May 1988 North Andover Town Meeting authorized the Town to create an Affordable Housing
Trust along with a set of bylaws (Chapter 28).These Affordable Housing bylaws spell out the
decision-making process for the Trust; for example,how Trustees are appointed and the approval
process for transferring Trust funds.
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"The purpose of this Trust shall be to provide for the preservation and creation of
affordable housing in the Town of North Andover for the benefit of low and moderate
income households. In furtherance of this purpose, the Trustees are authorized, in
accordance with the bylaws, to acquire by gift, purchase or otherwise real estate and
personal property, both tangible and intangible, of every sort and description; to use such
property, both real and personal, in such manner as the Trustees shall deem most
appropriate to carry out such purpose, provided however, that all property held by the
Trust and the net earnings thereof shall be used exclusively for the preservation, creation,
and use in the Town of North Andover of affordable housing for the purposes for which this
Trust was formed."
The current bylaws (Chapter 28, section 5c), require that prior to the trust selling any real
property it must gain the approval of both the Board of Selectmen and Town Meeting. The
proposed amendment to the bylaws would eliminate the requirement that Town Meeting
approves the sale.
Article GG- 24
FINANCE COMMITTEE EXPLANATION:
Finance Committee meetings are required to be, and have always been, open to the public,
are posted, and minutes posted in accordance to the open meeting law. This article seeks
to require that all Finance Committee meetings be televised.
Article KK- 25
FINANCE COMMITTEE EXPLANATION:
Approval of this article,would cause a separate warrant article to appear,when new
contracts have been signed (about once every 3 years), asking Town Meeting to approve
funding of collective bargaining agreements. This would include:
1- A summary of the cost items contained within the contract.
2- Consideration and recommendation by the Finance Committee.
3- Deliberation by Town Meeting.
4- Town Meeting vote to approve or disapprove the funding.
Note: Town Meeting's sole authority is to approve or disapprove the funding of the total
cost items contained within the contract. The details and individual cost items of the
contract are negotiated by the Selectmen, Town Manager and bargaining units in executive
session. Also, Chapter 150E of the Massachusetts General Laws exempts contracts
approved by the School Committee the provisions of this statute. Therefore,this article
would only apply to municipal contracts managed by the Town Manager.
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Article M - 20
FINANCE COMMITTEE EXPLANATION:
This article is the fiscal year 2011 appropriation of funds for the Town of North Andover.
Rather than being asked to vote on each line item, Town Meeting is being asked to vote on
various sub-totals (bolded lines in the above schedule) reflecting the overall budget for
each town department. By approving sub-totals, rather than individual line items,the town
manager will have spending flexibility within those budget categories so long as the Town
Manager does not exceed the sub-total. A majority of Town Meeting has the right to vote
on individual line items (or in fact, further subdivide them) if so desired (although this
would limit the town manager's budget flexibility).
Various line items within the budget may contain the first year expenses of three-year
collective bargaining agreements. If the budget as presented is approved, and it includes
the first year of such agreement, then the entire three year agreement is also deemed
approved. Commonwealth General Laws require that the Education budget be voted on as
a single line item, including collective bargaining agreements approved by the School
Board.
ARTICLE F - 6
FINANCE COMMITTEE EXPLANATION:
In 2006, Annual Town Meeting passed a Citizen's Petition to remove health insurance benefits
for elected officials, at a substantial saving to the town. The 2007 Annual Town Meeting voted
an increase in the salary and compensation of elected officials.
This article seeks to maintain the current level of salary and compensation of elected officials.
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ARTICLE G- 11
FINANCE COMMITTEE EXPLANATION:
This article seeks to transfer monies from accounts with surpluses to accounts with deficits for
FY2010. This action moves monies to accounts that are now known to require funds and reduces
or eliminates the need to carry deficits into the FY2011 budget.
ARTICLE K- 7
FINANCE COMMITTEE EXPLANATION:
Any prior year bills brought forward before Town Meeting will be included in this article.
Typically, the current year's budget provides the money to pay such past bills. This type of
Article has a special voting requirement of 4/5th at an Annual Town Meeting.
ARTICLE XX To see if the Town will vote to transfer funds into the Stabilization Fund;
Or to take any other action relative thereto.
FINANCE COMMITTEE EXPLANATION:
The article seeks to move funds into the Town's savings account, called a Stabilization Fund.
This is a fund designed to accumulate amounts for capital and other future spending purposes,
although it may be appropriated for any lawful purpose (MGL Ch. 40 §513). Communities may
establish one or more stabilization funds for different purposes and may appropriate into them in
any year an amount not to exceed ten percent of the prior year's tax levy (In North Andover's
case that limit would be $5.8MM in FYI 1). Any interest shall be added to and become a part of
the funds. A two-thirds vote of town meeting is required to establish, amend the purpose of, or
appropriate money from the stabilization fund.
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ARTICLE H - 12
FINANCE COMMITTEE EXPLANATION:
The purpose of this article is to fund the Water Enterprise Fund. This fund is supported by water
usage charges.
The water rate is set by the Board of Selectmen and is established based on the total expenses of
the department, including debt service, direct and indirect expenses, and the consumption of
water by the users. Indirect costs are associated with the Division of Public Works supervision,
General Government costs, and fringe benefits that are related to the operation of the enterprise
and are expensed through the General Fund Appropriation.
Water Enterprise capital improvement funding is included in the Town's Capital Improvement
Plan.
ARTICLE Q - 28
FINANCE COMMITTEE EXPLANATION:
A Capital improvement is a major, non-routine expenditure for new construction, major
equipment purchase, or improvement to existing buildings, facilities, land, or infrastructure, with
an estimated useful life of five years or more, and a cost of$25,000 or more.
Department Supervisors submit a list of capital improvement requests to the Town Manager in
order of priority. The Town Manager applies a criteria formula to all items. The formula
combines and prioritizes requests from all departments. The Town Manager then recommends
which items should be implemented in the current year. The Selectmen then revise, if desired,
and approve the plan. The Finance Committee does the same.
There is a possibility that recommendations or amounts on this page may change before Town
Meeting as additional information becomes available. If necessary, an update will be handed out
at Town Meeting.
ARTICLE R- 8
FINANCE COMMITTEE EXPLANATION:
This article authorizes the revolving funds shown above for certain Town departments under
Massachusetts General Laws, Chapter 44, Section 53E 1/2 for the Fiscal Year beginning July 1,
2010 and ending June 30, 2011.
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ARTICLE T - 9
FINANCE COMMITTEE EXPLANATION:
The law referred to provides in substantial part the following:
Chapter 59: Section 5K. Property tax liability reduced in exchange for volunteer services;
persons over age 60 Section 5K. In any city or town which accepts the provisions of this section,
the board of selectmen of a town ... may establish a program to allow persons over the age of 60
to volunteer to provide services to such city or town. In exchange for such volunteer services, the
city or town shall reduce the real property tax obligations of such person over the age of 60 on
his tax bills and any reduction so provided shall be in addition to any exemption or abatement to
which any such person is otherwise entitled and no such person shall receive a rate of, or be
credited with, more than the current minimum wage of the commonwealth per hour for services
provided pursuant to such reduction nor shall the reduction of the real property tax bill exceed
$750 in a given tax year. ... Such cities and towns shall have the power to create local rules and
procedures for implementing this section in any way consistent with the intent of this section.
At last year's Town Meeting, the spending limit under this program was increased from $13,000
to $18,000. This total increased the number of seniors who could participate from 16 to 24
seniors (assuming all participants earned the maximum of$750). This Article seeks to continue
the funding limit approved at last year's Town Meeting of$18,000.
Participants are selected by lottery if more than 20 apply. The program administrators may also
choose to support more seniors at less than $750 each at their discretion.
The funds that implement this Article come from the Overlay and not directly from the General
Fund, although over time it has the same effect since all money left over in the Overlay is
eventually returned to the General Fund as surplus.
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