HomeMy WebLinkAbout2017-11-13 Board of Selectmen Minutes BOARD OF SELECTMEN MINUTES November 13, 2017
CALL TO ORDER: Chairman Phil DeCologero called the meeting to order at 7:OOPM in the Town Hall
Meeting Room. The meeting was recorded.
ATTENDANCE: The following were present: Chairman Phil DeCologero, Clerk Regina Kean, Licensing
Chairman, Richard Vaillancourt, Rosemary Smedile, Chris Nobile, Town Manager Andrew Maylor,
Assistant Town Manager Ray Santilli and Executive Assistant, Laurie Burzlaff. Approximately 40
members of the public were in attendance.
PLEDGE OF ALLEGIANCE
APPROVAL OF MINUTES:
Richard Vaillancourt made a MOTION, seconded by Chris Nobile, to approve the Open Session
Minutes of October 30, 2017, as amended. Vote approved 5-0.
COMMUNICATIONS AND ANNOUNCEMENTS:
Swearing In- Firefighter Matt Sifferlin
Town Clerk, Joyce Bradshaw administer the oath to Firefighter Matt Sifferlin who successfully completed
his one year probationary period and graduated from the Massachusetts Firefighting Academy.
Budget status report FY2018-Lyne Savage
Finance Director, Lyne Savage, gave a status report on the FY18 budget.
Power outage update
Town Manager, Andrew Maylor, thanked the residents for their patience and recognized Fire Chief
William McCarthy, Emergency Management Director, Jeff Coco, Police Chief Charles Gray, DPW Director
James Stanford, Facilities Director Stephen Foster and Assistant Town Manager, Ray Santilli for their
work during the outage. Mr. Maylor indicated he met with representatives from National Grid and
continues to meet with senior staff to try to improve operations. The town is looking into back-up
generators for traffic lights and helping the housing authority address the needs of their residents during
power outages.
Other Communications and announcements
Chairman DeCologero announced the housing needs workshop is on November 15th at 7:OOPM, the
Master Plan Advisory Committee meets on November 16th at 7:OOPM, the Santa Parade is on November
25th at noon and the tree lighting is November 26th at 4:30.
Rosemary Smedile announced that Robert Holland and Steven Grass, state police officers from North
Andover, received medals of honor.
Ms. Smedile thanked the Merrimack College students that help assemble the wreaths and thanked Dan
Lanen and the Patriotic Observance Committee for the Veterans Day events
PUBLIC HEARING:
Property Tax Classification
The purpose of the hearing was to receive comments regarding classification and taxation of property
according to use.
Richard Vaillancourt made a MOTION, seconded by Rosemary Smedile to open a public hearing
on property tax classification. Vote approved 5-0.
Included in the packets were materials provided by the Town Manager and the Assessor's Office.
Garrett Boles, Chief Assessor, provided information about the classification process and responded to
questions. William Carpenter, Vice President of the Merrimack Valley Chamber of Commerce, submitted
a letter to the Board and asked that the tax factor for commercial properties be decreased.
Richard Vaillancourt made a MOTION, seconded by Chris Nobile to close the public hearing on
property tax classification. Vote approved 5-0.
The Board discussed the different percentages and impact those percentages would have on the various
tax bills.
Board of Selectmen Minutes November 13, 2017 2
Richard Vaillancourt made a MOTION, seconded by Chris Nobile that the Board of Selectmen
adopt a residential factor of.94646 for the purpose of classifying the FY2018 North Andover
property tax rates. Vote approved 5-0.
CONSENT ITEMS:
Accept donation for payment of soft costs for MassWorks grant
Andrew Chapin of Princeton Properties, the developer of the Forgetta Farm parcel announced his
company would donate to the Town the total amount of the soft costs (engineering and design) of
approximately$300,000 associated with the MassWorks grant.
Richard Vaillancourt made a MOTION, seconded by Regina Kean that the Board of Selectmen
accept the donation from Princeton Properties for the soft costs for the Mass Works grant project.
Vote approved 5-0.
Vote to recommend to North Andover Commissioner to have GLSD communicate with districts regarding
sewerage spills
Chairman DeCologero asked the Board to recommend to the town's GLSD Commissioner(Jim Stanford)
to have the GLSD communicate with districts regarding sewerage spills.
Rosemary Smedile made a MOTION, seconded by Richard Vaillancourt that the Board of
Selectmen direct the Town's Commissioner for the GLSD, to ask the Board of Commissioners to
put a policy in place which will require the GLSD to communicate with districts regarding
sewerage spills. Vote approved 5-0.
Request of Jim Stanford, DPW Director, to surplus vehicles and equipment
Included in the packets was a request from DPW Director, Jim Stanford, to surplus a Chevrolet
Trailblazer, a Bandit Chipper and a Kubota mower. All items will be traded in for new equipment.
Richard Vaillancourt made a MOTION, seconded by Regina Kean that the Board of Selectmen
approve the request of DPW Director Jim Stanford to surplus a 2005 Chevrolet Trailblazer, a 1994
Bandit Chipper and a 2011 Kubota mower. Vote approved 5-0.
Request of Jeff Coco, Festival Committee chairman, to use the Town Common for the Christmas Tree
Lighting Celebration on Sunday, November 26, 2017 from 4:30PM to 6:30PM and waive all fees
Jeff Coco, Chairman of the Festival Committee, was present to request permission to use the Town
Common for the annual Christmas Tree Lighting on Sunday, November 26, 2017 from 4:30PM to
6:30PM. The Committee also requested the Board waive all fees.
Rosemary Smedile made a MOTION, seconded by Regina Kean that the Board of Selectmen
approve the request of the Festival Committee to use the Town Common for the Christmas Tree
Lighting Celebration on Sunday, November 26, 2017 from 4:30PM-6:30PM and to waive all fees.
Vote approved 5-0.
Appointment of Brooke Paige to the Cultural Council
The appointment subcommittee recommended Brooke Paige be appointed to the Cultural Council.
Chris Nobile made a MOTION, seconded by Regina Kean that the Board of Selectmen appoint
Brooke Paige to the Cultural Council for a term ending June 30, 2020. Vote approved 5-0.
Vote to increase membership on the OPEB Advisory Committee
At the request of the appointment subcommittee, the Board discussed whether they want to increase the
number of people to serve on the OPEB Advisory Committee.
Chris Nobile made a MOTION, seconded by Regina Kean that the Board of Selectmen increase the
membership on the OPEB Advisory Committee from 7 to 9 by adding one more resident and one
more member of the finance committee. Vote approved 5-0.
LICENSING COMMISSIONERS:
Rosemary Smedile made a MOTION, seconded by Richard Vaillancourt, to open a meeting of the
North Andover Licensing Commission. Vote approved 5-0.
Paul Gallant of Merrimack College requests five one day wine and malt licenses for the following events:
Theater concessions at the Rogers Center for the Arts on Thursday, November 16, 2017 from 6:30PM-
11:30PM
Board of Selectmen Minutes November 13, 2017 3
Theater concessions at the Rogers Center for the Arts on Friday, November 17, 2017 from 6:30PM-
10:30PM
Theater concessions at the Rogers Center for the Arts on Saturday, November 18, 2017 from 1:30PM-
10:30PM
Interdisciplinary Institute Reception at the Rogers Center for Performing Arts on Monday, November 20,
2017 from 5:OOPM-8:30PM
Groundbreaking for New Welcome Center at Crowe Hall/Parking Lot A on Thursday, November 30, 2017
from 3:30PM-9:30PM
Rosemary Smedile made a MOTION, seconded by Phil DeCologero that the Board of Selectmen,
acting as Licensing Commissioners, approve the five one day wine and malt license requests of
Merrimack College for events on November 16, 17, 18, 20 and 30, 2017. Vote approved 5-0.
Jeremy Jones, manager of Howling Wolf North Andover, Inc. d/b/a Howling Wolf Taqueria Express
requests an all alcohol general on premise license and an entertainment license at 550 Turnpike
Jeremy Jones was present to answer any questions.
Phil DeCologero made a MOTION, seconded by Rosemary Smedile that the Board of Selectmen,
acting as Licensing Commissioners, approve the request of Howling Wolf North Andover, Inc.
d/b/a Howling Wolf Taqueria Express for an all alcohol general on premise license and an
entertainment license at 550 Turnpike Street. Vote approved 5-0.
Rosemary Smedile made a MOTION, seconded by Phil DeCologero to close a meeting of the North
Andover Licensing Commission. Vote approved 5-0.
OLD BUSINESS:
FY19 Budget Policy Statement
Included in the packets was the final draft of the Budget Policy Statement. The statement has been
posted on the Town Website under"Budgets".
NEW BUSINESS:
Discussion regarding Special Town Meeting for cannabis bylaw
Town Counsel, Suzanne Egan, was present to answer any questions about her memorandum regarding
the recommendation of the Attorney General to hold a Special Town Meeting prior to April 1, 2017 for the
general bylaw prohibiting the establishments voted on at the last meeting (marijuana retail and craft
marijuana cultivator cooperative). The Board discussed the potential risk of waiting until Town Meeting in
May to amend the general bylaw.
Brooks Street closure
Included the packets was a memorandum from DPW Director, Jim Stanford, regarding the Brook Street
culvert. Town Manager, Andrew Maylor, explained the issue at Brook Street and the costs involved to
correct the problem.
Process for waiving permit fees
In response to a question from Selectman Kean, the Board discussed the process for waiving permit fees.
Chairman DeCologero indicated the applicant must submit a request to waive fees prior to the event and
the request will then be placed on the agenda for the Selectmen to vote on.
PUBLIC COMMENT:
None
TOWN MANAGER'S REPORT:
Town Manager, Andrew Maylor, informed the Board that Garrett Boles, Chief Assessor, was retiring as of
December 8, 2017.
Monthly reports
Included in the packets were the departmental monthly reports.
"Ask the manager"
There were no questions.
Board of Selectmen Minutes November 13, 2017 4
ADJOURNMENT:
Rosemary Smedile made a MOTION, seconded by Chris Nobile to adjourn the meeting at
10:OOp.m. Vote approved 5-0.
Laurie A. Burzlaff
Executive Assistant
Regina Kean, Clerk of the Board
Documents used at meeting:
Minutes of October 30, 2017
Budget status report
Property tax classification documents
Donation letter-Princeton Properties
Surplus memorandum
Festival Committee request
Appointment memorandum
Merrimack College requests
Howling Wolf requests
FY19 Budget Policy Statement
Town counsel memorandum
Brook Street memorandum
Fire department report
Overdose report
Police department report
Capital projects reports
IT report
Senior Center report
Textile recycling report
Library report
TOWN OF NORTH ANDOVER
BOARD OF SELECTMEN
120 MAIN STREET
NORTH ANDOVER, MASSACHUSETTS 01845
Phil DeCologero, Chairman /IIIY�%/ •..
Regina Kean, Clerk „� " TEL. (978)688-9510
Chris Nobile FAX(978) 688-9556
Rosemary Connelly Smedile
Richard Vaillancourt
BOARD OF SELECTMEN& LICENSING COMMISSIONERS
AGENDA
MONDAY,NOVEMBER 13,2017
7:00 PM OPEN SESSION
TOWN HALL MEETING ROOM
120 Main Street
L CALL TO ORDER
IL PLEDGE OF ALLEGIANCE
III. APPROVAL OF MINUTES
A. October--30.-2017 Open Session Minutes, as written
IV. COMMUNICATIONS AND ANNOUNCEMENTS
A. Swearing In-Firefighter Matt Sifferlin
B. Budget status report FY2018-Lyne Savage
C. Power outage update
V. PUBLIC HEARING
A. Property Tax Classification
VL CONSENT ITEMS
A. Accept donation for payment of soft costs for MassWorks grant
B. Vote to recommend to North Andover Commissioner to have GLSD communicate with districts
regarding sewerage spills
C. Request of Jim Stanford,DPW Director,to surplus vehicles and equipment
D. Request of Jeff Coco,Festival Committee chairman.-to-use the Town Common for the Christmas Tree
Lighting Celebration on Sunday,November 26,2017 from 4:30PM to 6:30PM and waive all fees
E. Appointment of Brooke Paige to the Cultural Council
F. Vote to increase membership on the OPEB Advisory Committee
VII. LICENSING COMMISSIONERS
A. Paul Gallant of Merrimack College requests five one day wine and malt licenses for the following
events:
1.Theater concessions at the Rogers Center for the Arts on Thursday,November 16,2017 from
6:30PM-11:30PM
2.Theater concessions at the Rogers Center for the Arts on Friday,November 17,2017 from 6:30PM-
10:30PM
3.Theater concessions at the Rogers Center for the Arts on Saturday,November 18,2017 from
1:30PM-10:30PM
4.Interdisciplinary Institute Reception at the Rogers Center for Performing Arts on Monday,
November 20,2017 from 5:OOPM-8:30PM
5.Groundbreaking for New Welcome Center at Crowe Hall/Parking Lot A on Thursday,November 30,
2017 from 3:30PM-9:30PM
B. Jeremy Jones,manager of Howling Wolf North Andover,Inc. d/b/a Howling Wolf Taqueria Express
requests an all alcohol general on premise license and an entertainment license at 550 Turnpike Street
VIII. OLD BUSINESS
A. FYI 9 Budget Policy Statement
Ix. NEW BUSINESS
A. Discussion regarding Special Town Meeting for cannabis bylaw
B. Brooks Street closure
C. Process for waiving permit fees
X. PUBLIC COMMENT
X1. TOWN MANAGER'S REPORT
A. Monthly Reports
1. Fire Department
2. Overdose Rem
3. Police Depaiti-nent
4. Job posting/vacancy log
5. Cgital Projects
6. IT
7. Senior Center
8. Building
9. Libras
10. Textile reaLling
B. "Ask the Manager"
XII. NEXT MEETING DATE
Monday,December 4,2017
XIII. ADJOURNMENT
BOARD OF SELECTMEN MINUTES October 30, 2017
CALL TO ORDER: Chairman Phil DeCologero called the meeting to order at 7:02PM in the Town Hall
Meeting Room. The meeting was recorded.
ATTENDANCE: The following were present: Chairman Phil DeCologero, Clerk Regina Kean, Licensing
Chairman, Richard Vaillancourt, Rosemary Smedile, Chris Nobile, Town Manager Andrew Maylor,
Assistant Town Manager Ray Santilli and Executive Assistant, Laurie Burzlaff. Approximately 20
members of the public were in attendance.
PLEDGE OF ALLEGIANCE
APPROVAL OF MINUTES:
Richard Vaillancourt made a MOTION, seconded by Chris Nobile, to approve the Open Session
Minutes of October 16, 2017. Vote approved 5-0.
COMMUNICATIONS AND ANNOUNCEMENTS:
Recognition-Eagle Scout Phillip Vissering
The Board recognized Phillip Vissering who recently received'his Eagle Scout rank.
Master Plan Public Forum
Included in the packet was the flyer for the Master Plan Public Forum on November 2, 2017 at 6:30PM.
Other Communications and Announcements
The Town Manager recommends trick or treating be rescheduled due to the widespread power outages.
The Board agreed to move trick or treating to Saturday,,November 4, 2017 from 5:30-7:30PM.
Mr. Maylor also indicated the hours at the Cyr Recycling Center have been expanded and will be open
five days a week until the end of November, except for Thanksgiving week.:
CONSENT ITEMS:
North Andover Festival Committee and North Andover Police Association request permission to use
streets in North Andover for the annual Santa Parade on Saturday, November 25, 2017 from 12:OOPM to
2:OOPM and to limit parking along the parade route
Included in the packets was a request from the Festival Committee and the North Andover Police
Association to conduct the annual Santa Parade on Saturday, November 25, 2017 from 12:OOPM-2:OOPM
and to limit parking along the parade route. All relevant departments have reviewed the request and have
no issues.
RosemarySmedile made a MOTION,seconded by Richard Vaillancourt that the Board of
Selectmen approve the request of the,Festival Committee and the North Andover Police
Association to conduct the annual Santa Parade on Saturday, November 25, 2017 from 12:00pm to
2:00pm and limit parking along the parade route. Vote approved 5-0.
Appointments
Regina Kean —Suoerintendent Search Committee
Rosemary Smedile made O'MOTION, seconded by Chris Nobile that the Board of Selectmen
appoint Regina Kean as the Board of Selectman representative on the Superintendent Search
Committee. Vote approved 5-0.
Kim Barry-Old Center Historic District Commission as an alternate
Chris Nobile made a MOTION seconded by Rosemary Smedile that the Board of Selectmen
appoint Kim Barry as an alternate to the Old Center Historic District Commission for a term ending
June 30, 2019. Vote approved 5-0.
Affordable Unit Resales
200 Chickering Road, Unit 107B (Kittredge crossing)
905 Alder Way (Oakridge Village/Maplewood reserve)
Board of Selectmen Minutes October 30, 2017 2
The Citizens' Housing and Planning Association (CHAPA) has notified the Town that the affordable
housing units referenced above will be listed for sale. It is recommended the Board decline its right of
first refusal on both properties.
Richard Vaillancourt made a MOTION, seconded by Chris Nobile that the Board of Selectmen
decline the right of first refusal to purchase the affordable housing units at 200 Chickering Road,
Unit 107B and 905 Alder Way. Vote approved 5-0.
Vote on commercial marijuana establishments
Chairman DeCologero opened Public Comment for this agenda item.
Michelle Chien of 287 Mass. Avenue spoke in support of the Osgood project because of revenue to the
Town and the medical benefits.
Chairman DeCologero explained the vote tonight is not about the Osgood Project.
Larry McCue of 136 Castlemere Place stated the Town voted against this at Town Meeting and believed
the matter was settled for two years.
George Hilman of 10 Primrose Way, Haverhill stated he is looking to put his business at Osgood.
David Coles of Merrimack stated it is his father's technology that is used to purify marijuana for
homeopathic medicines for Mr. Hilman's business.
Michael Fuller of 5 Rosedale Avenue stated he is a member of the Osgood Revitalization Committee.
Tanya Gold of 29 Blue Ridge Road stated she supports the project and the Town shouldn't wait or
opportunity may be gone.
Renee Hurley of 162 Gray Street thanked the Board for allowing people to speak and stated that she
doesn't think young mothers are aware they can come and comment on issues.
Dan Leary of 26 Andover Street stated craft cultivation is geared toward outdoor agriculture and not part
of Osgood's business model.
Rose Connelly of 210 Bear Hill Road asked a question of Osgood,regarding their business model.
Chairman DeCologero reminded everyone thatthe vote tonight is not about the Osgood Project.
The chair moved into board discussion.
Selectman Smedile stated that it was a difficult night to have public comment with the power outages and
she thought the meeting should have been postponed.
The Town Manager noted this discussion began three meetings agcy when Town Counsel provided the
memorandum regarding commercial marijuana. Mr. Maylor explained this discussion will allow Town
Counsel to draft a general bylaw, if needed, for a future Town Meeting. It will also allow the Board to
express its opinion as the Planning Board is in the process of crafting the zoning bylaw.
The Board discussed-,Whether to prohibit or limit the following commercial marijuana establishments in
North Andover. No vote was needed if the Board wanted to allow a certain establishment.
Marijuana retailer
Richard Vaillawntaurt made a,MOTION, seconded by Chris Nobile that the Board of Selectmen
prohibit marijuana retaril establishments in North Andover. Vote approved 5-0.
Craft markuana cultivatorcooperative
Rosemary Smedile made ar MOTION,seconded by Richard Vaillancourt that the Board of
Selectmen,prohibit craft marjuana cultivator cooperative establishments in North Andover. Vote
approved 5-0.
Marijuana cultivator
Selectwoman medile read an email into the record from Dr. Michael Connelly, resident of North
Andover.
Rosemary Smedile made ar MOTION, seconded by Richard Vaillancourt that the Board of
Selectmen prohibit marijuana cultivator establishments in North Andover. Motion failed 1-4. Ms.
Smedile voted in favor.+.
Marijuana product manufacturer
Rosemary Smedile made a MOTION that the Board of Selectmen prohibit marijuana product
manufacturer establishments in North Andover. There was no second. Motion fails.
Independent testing laboratory
Rosemary Smedile made a MOTION that the Board of Selectmen prohibit marijuana independent
testing laboratory establishments in North Andover. There was no second. Motion fails.
Town Counsel will draft a general bylaw which prohibits marijuana retailers and craft marijuana cultivator
cooperatives for the Board's review at a future meeting.
Board of Selectmen Minutes October 30, 2017 3
LICENSING COMMISSIONERS:
None
OLD BUSINESS:
None
NEW BUSINESS:
None
PUBLIC COMMENT:
None
TOWN MANAGER'S REPORT:
Mr. Maylor announced the Town has received a $2.7 million Massworks grant for improvements to Route
125 near the new development. The developer, Princeton properties, wifl fund the $300,000 in soft costs
(design and engineering)so there will be no cost to the Town.
ADJOURNMENT:
Rosemary Smedile made a MOTION, seconded by Richard Vaillancourt to adjourn the meeting at
9:05PM. Vote approved 5-0.
Laurie A. Burzlaff
Executive Assistant
Regina Kean, Clerk of the Board
Documents used at meeting:
Eagle Scout Certificate
Master Plan Forum flyer
Santa parade request
Appointment memorandum
Affordable Unit resale memorandum
Marijuana establishments memorandum, ,,,,,,
Fire department report
Overdose report
Police report
Capital Projects report
Job posting/vacancy log
Building department report
Library report
Senior Center report
IT report
Textile recycling report
TOWN OF NORTH N VE MASSACHUSETTS
OFFICE OF
ACCOUNTANTTOWN
120 MAIN STREET, 01845
Lyne M Savage Telephone(9?4)543-9523
Finance Director/Town Accountant email lsav<ttge townc�friortlibndQ)ve.,c(b,wi„
MEMORANDUM
To: Andrew Maylor, Town Manager
From: Lyne M Savage, Finance Director/Town Accountant
Subject: Budget Status Reports FY 2018
Date: October 26, 2017
Enclosed please find the Budget Status Reports for Revenue and Expenses as of the end
of the first quarter of Fiscal 2018, September 30, 2017.
General Fund
Revenue:
• All budget amounts are based on the 2017 Annual Town Meeting.
• Property Tax Revenue: collections are at 24.2% year to date which is right in lint
with this same period last year which was 24.6%.
• Motor Vehicle Excise Taxes: collections for the first quarter are running at 13.9%
which is up 1.3% or $91,434 from this same time last year. The majority of Motor
Vehicle Excise taxes are billed in the month of February with the collection
occurring in the months of March and April.
• Meals Tax: collections are running at 27.7% or $4,579 up from this same time last
year.
• Payment in Lieu of Taxes: collections to date are at 18.6% which is up from =his
same time last year due to the collection of a new Pilot from Osgood Solar.
• Ambulance Services: collections are at 25.1% year to date compared to last year
when collections were 25.3% of budget.
• Inspections Fees (Bldg. /Plum. /Elec.): collections are at 57.95% which is down
from last year which was 68.29%, through the first quarter. However collections
are on tracking ahead of budget.
• Interest Income: collections are tracking at 23.5% which is 3.9% or $7,176 below
last year at this time.
• When Motor Vehicle Excise Tax is factored out of Local Receipts revenues are
tracking at 31.48% of budget which is 6% above the expected % for the flrs-t-
quarter collections.
Although some revenues are still not reflecting any collections at this time in rhe
fiscal year, this is normal; some revenues are collected at specific times within the
fiscal year and are not typically collected on a monthly basis. At this point in the
fiscal year all revenues are tracking on target and I expect we will meet budget.
EwLnsev.
All departmental budgets are running at approximately 24.3% of target at this point in
fiscal year which is right on track. There are no areas of concern at this time. As mon-
information becomes available I will update you as needed.
Enterprise Funds:
Water/Sewer:
Water revenues collections are at 19.8% of budget with expenditu--es
running at 18.9% of budget. Sewer revenues collected are at 24% Of
budget with expenditures running at 23.01% of budget. Based on normal
operations this is not unusual for this time in the fiscal year.
Stevens Estate•
Stevens Estate collections are at 42%, up 6% compared to this same tlMl
last year with the expenditures running at 18.14%, down 2.5% for -rhi---
same period last year. At this time I see know areas of concern.
I hope the above information is helpful, and if you have any question or concerns, pleas.;
do not hesitate to contact me.
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90521,sav FY18 GENERAL FUND REVENUE'S -• M>C7Y+MA,RY gly9::dbixd
FOR 2018 03
ORIGINAL TR FRS/ REVISED AVAILABLE PCT
APPROP ADOJTMTS BUDGET YTD EXPENDED ENCUMBRANCES BUDGET USED
7.0 PROPERTY TAXES -72,931,408 .00 -72,931,40'7.51 -1_7,643,708.62 .00 -55,287,698.89 24.2%
15 MOTOR VEHICLE EXCISE -4,300,000 .00 -4,300,000.00 -595,560.67 .00 -3,704,439.33 13.9%
16 OTHER EXCISE -554,000 .00 -554,000.00 -753,202.52 .00 -400,797.48 27.7%
20 PENALITIES/INTEREST -360,000 .00 -360,000.00 -147,892.11 .00 -212,107.89 41.10
21 PAYMENT IN LIEU -116,000 .00 -116,000.00 -21,570.00 .00 -94,430.00 18.69-
25
8.6025 REFUSE -1,565,623 .00 -1,565,623.22 -418,471.95 .00 -1,147,151.27 26.70
26 OTHER CHAGRES -960,000 .00 -960,000.00 -240,612.47 .00 -719,387.53 25.10
27 MEDICAID REIMBRSMENT 0 .00 .00 -25.00 .00 25.00 100.00
30 FEES -1,183,800 .00 -1,183,800.00 -570,914.19 .00 -612,885.81 48.20
32 LIBRARY REVENUE 0 .00 .00 -1,241.87 .00 1,241.87 100.00
33 RECREATION REVENUE -33,000 .00 -33,000.00 -14,182.00 .00 -18,818.00 43.0%
40 OTHER REVENUE -148,334 .00 -148,333.84 -45,230.61 .00 -103,103.23 30.5%
50 LICENSES AND PERMITS -274,500 .00 -274,500.00 -22,418.00 .00 -252,082.00 8.2%
51 FINES AND FORFITS -92,300 .00 -92,300.00 -20,938.70 .00 -71,361.30 22.7%
60 INVESTMENT INCOME -100,000 .00 -100,000.00 -51,714.59 .00 -48,285.41 51.7%
65 MISCELLANEOUS REVENU -299,379 .00 -299,379.04 -75,237.00 .00 -224,142.04 25.1%
70 MISC NON RECURRING 0 .00 .00 -70,280.68 .00 70,280.68 100.0%
75 STATE AID -10,645,569 .00 -10,645,569.00 -2,703,724.00 .00 -7,941,845.00 25.4%
80 TRANSFER/OTHER USES -1,652,326 .00 -1,652,325.69 -375,947.22 .00 -1,276,378.47 22.8%
GRAND TOTAL -95,216,238 .00 -95,216,238.30 -23,172,872.20 .00 -72,043,366.10 24.3%
** END OF REPORT - Generated by Lyne Savage **
052 N.7 13 w a a Town 1.
of I YENAL FUND VENUES I gly,t. u
FOR 2018 03
ORIGINAL T FRS/ REVISED AVAILABLE PCT
A P PRO8 ADJSTMTS BUDGET YTD EXPENDED ENCUMBRANCES BUDGET USED
10 PROPERTY TAXES
10010,022 vg 712Q,l.5 1s5'a .0 qq,��1_�aD�1C;.,°�,:y 0 .00 .00 '1.0 5 .00 1.,05 100.0&'
10011)()22 413.017 Pa;.r;roMal.. Property 0 .00 .00 1,,657.35 .00 1,6Y:7.35 2.00,056
11QQ11�41s? 41.1111.11 1ae .Qn.0d-.Prcq)e111:1" 0 .00 .00 •-7.37,310.39 .00 7375::.511.0.:39 2.00.0%
1,Q1.1Q;Q00a12 4.1:2015 Y1x�1aA1 3m:,ta-i.a, Ta,75.es a .00 .00 1..,620.811. .00 1.„620.81 100.0%
N)1.0] Q12122 4.1,"101,:6 Real ..Q a d' 1' , a s - () 00 Oa 7..0,862.28 00 10,862.28 11.00•.0%
10.Ga,�1Q022 41�13.1Q.V Read da63.aQ.a . AX-cl1a° 0 .Oa C1a -74,307.03 .00 74,.307,03 7..00.0-W
10.01002 ' 1201.33 R a;3'.a4B„_e Ta,AC¢.s-� 72.,931..,4:08 .00 ....'72,937,.„407.!5°.A. Y,.7a,660,994."'7� 0C9 -":>6, "'70„412.'x!!5 22,8%*
11Q11'LQQ22 4142,13 C1 n'ax: 111,.3 0 .00 .00 -125,043.32. .00 1.25,043.1311. 11.00.0
710010022 414300 Ta 1itig.31~i ons 0 .00 .00 -4,48x.8.2 .00 4,485.82 11.00,0%
1a0]0022,_41144Q0 11aa fa�1Y'r1*z1 1s.)1;s.Y!.irty 0 .00 .00 ?"7,425.82 .00 27,4;x5.82 1.00.0%
TOTAL PROPERTY TAXES "72,9.31,408 .Oa -72,9.31.,40"7.!.51. ._V..°7,64.3,708.62 .00 -55,287,698,89 7„4.2%
TOTAL REVENUES "72,9::3:3.,4:08 .00 -72,93:1.,40"7.51 . 1.7,643,708.62 .00 -55,287,698.89
1.5 MOTOR VEHICLE EXCISE
1()000?2 471 501,,.1 MVIX 2013.. 0 .00 00 -13.75 .00 1.:3.7:5 2.00.0%
ib 0 1 G11Q22. 41p 2)1.1.5' 11V1 �1w X3.11 a as as .274.69 as 274.69 1f10,a
1_0010022 4:1501.3 M1g'31 taxes 2011 0 .00 .00 °-632.92 00 632.92 100.0%
1.t1.Q11 a02 4 q 201.4 ?WX T,aax "4 - ZQ]4 () .00 .00 .-634.27 .00 634.27 1.00.0%
I-0010022 ,,11.$01.5 MV Taxes - 2015 0 .00 .00 -5,6.12. Y3 .00 1:x,612.73 1.00.016
100100122 4 "x016 15 X 1.1�1xe 2216 0 .00 .00 -20,371.08 ,00 20,:371.08 1.00,OW
.1 001 0022 411 01 a,g Kill aa es.. - 2017 0 ,00 .00 -563,867.48 .00 56.:3,867.48 100.0%-
1
00.0%-Q 6Q1:1 602:."' 4]1,0'1,8, 1aY�1 1 a e 231.1,0 -4,300,000 .00 4,300,000.00 .00 .00 -4,300,000.00 „0%'*
10 0 1 Q 0 2 2. 1!l5 91 3' -Taxes -_1991 0 .00 .00 ....5O.00 .00 50.00 100.0%
160JIM22 415097 11V;&-1 3..xe, - 19,97 0 .00 .00 -43..755 .00 43.75 1.00.05
31,0117022 .11.15111.0 83 1) C lea.a .Fee 0 .00 .Oa 4,060.05 '00 4,060.00 1.00.0%
TOTAL MOTOR VEHICLE EXCISE -4,::300,000 .00 -4,300„000.00 595,560.67 .00 -::3,754,4.39.3:3 11.::3,9'%
TOTAL REVENUES ..-4,::300,000 .00 -4,.300,000.00 59.5,560.6.7 .00 ..3,704,4.:39.3:3
1..6 OTHER EXCISE
N00100p11._135(2'2 0 _jTgTa Fu V„ 24,,000 .00 _24,000.00 . 6,252•.1.6 .00 1'7,'7471.84 26.1.%
11.Q3111_'),za,4d1311..DS) 34e,Cl 'l"aax 30,000 .aa _5:30,000.00 146,950.::36 .00 -383,049•.64 27.°7`
TOTAL OTHER EXCISE --554,000 .00 -554,000.00 -153,202.52 .00 --4:00,797.48 27."7%
TOTAL REVENUES -554,000 .00 -554,000.00 -1.5.3,202.52 .00 400,797.48
9T05 11sa,%�I'7 1:: ».�..� IFYYIS own G NERAL FUND<i�sREVE ES Igl t ' ud
FOR 2018 03
ORIG'I'NAL ".G1'ktANa11"RS/ REVISED AVAILABLE POT
20 PENALI"L°: E /INTE:G EST APPROP 11 O'STM.'S BUDGET Y'rD EXPENDED ENCUMBRANCES BUDGET USED
20 l"1,NA1:.,IT1:T:S/1N,rERES`:1`
3Q-QlC 2,,2 4-1.4500.. Tx,,, 1;11 cr RLtd,al�mniti.. 0 .00 .00 530,.00 .00 530,.00 100.0%
.101➢10022 ,417:1.(0 1"e,rn u�a0. C7xm �m0r C.�"� 1.40,000 d0 1.4a,00Ql.ad 26,:L.Gb3.5:1- oa ...:1.:1.3,895.39 18.6%*
Ql,R1 7a. 1 7 011 0CM'�l ra ': Q1ra 79ptu:_me�. 1,i' .20,000 .00 -20,000.00 --9,282.48 .00 1.0,7:1.."7.'!x2 46.4
00.010022 4A-..73Q Q P ,nd/,ort .On 17 x.'T,it 75,000 „00 _75,000.00 _..5%,852.8°.1. .00 -7,1:37.71.0 90.5%
10.0J.0 02 X31"d5u»'0 G1wd A/rasmdp 0 .00 .00 29. 12 .00 29.:1.2 100„0&
x1.00.0 0.0 2 91'7600 -:,o71x°rm 0°j,Ir cr s ',r,cw.".K>q,1 o .00 .00 -.50.00 .00' 50.00 100.0%
'1,0010-0 22- 9.321Q11 . -3G ,aOa..ad J,G24.oa as 7Z.��c7 --t - 35 , 9
L0.0.1000 4'78300- 1°a;1C a uum w", Dem amid F 90,000 .00 90,aao.oa -35,010.09 da 54,989.91. 38.9%)
''1"07.'AI, :P1;3+fA1:,5"r":Yk^.S/IN1.7Ftt.1<ST ._3601,000 .da -360„000.00 .197,892.11 .ad -212,10"7.89 4::4...:11.
".T'OTA,.1., RE1 IE1rUES 360,000 .00 -360,000.00 -147,892.11 .00 -212,107.89
211. PAYMENT IN LIEU
11;1.Q 111712 11.1,R1.Q;Q0 .P,oyglept ,.01X) LHmxaml Of 3:1,000 .00 31,000.00 .00 .00 31.,000„00 .0%*
u.otnk'0..m ^, u °1o.1 Paymeil . :in ,Iov,d .)'f ...85,000 .00 --8.5,000.00 ...2.1.,570.00 .00 --63,9:30.00 25.4%
TOTAL PAYMENT IN :LIEU -1..15,odo .00 ..1::1..5,000.00 -21,570.00 .00 -94,430.00 18.696
TOTAL .REVE:NURS -116,O00 .00 -:1.1.6,000.00 -2:1,.510000 .00 --94,430.00
25 REFUSE
1001 01,0'75 la41,:1Q llk;1',t Om911dpp,iit� - P 1,565,623 .00 1.,":i55,523.22 41.8,47:1.95 .00 -1,147,151-27 26.7%
TOTAL REFUSE 1,565,62.3 .00 -1,565„623.22 -4:1.8,47:1.95-.r r00 -1,147,151...27 26,7%
TOTA:I:., REVENUES .-1,5;6 5,623 ,00 1.,565,623.22 -4,18,471,95 .00 1,1.41,.1.5.1,27
26 OTHER C1-1AGRES
1 O.t11 tl70 0, 3 °7 p.0.11 A;pn.)m l.alicm 0r1„.x'vi.a,C !!7 -YD6o,aoo ,0a -960,O00.Od -240,5:12.41 „00 -"719,387.5.3 25.,1.E
TOTAL OTHER C.'I-1AG.RES 960,000 .00 960,000,00 -240,611.2,4:7 000 --71.9„387,.5.3 25.1%
TOTAL REVERES -960,000 „00 --960,000.00 ...240,612.47 .as -•"7::1.9,.381x53
27 MEDICAID RE SMBRSMENT
jQ'1.0,2Q0(,'.F 4.0o.0QQtlD. M < ar, w , Lr la7 k,a� 1.1.1 0 .00 ,aa _.250.00 00 25.00 100,0%
m
1.0/26/201.7 13-1.5 Town of North Andover �9 �p �3
90".r°7I.sa YIL,
FS GENE FREVENUES 1 1.' u,
FOR 2018 03
ORIGINAL T KFRS/ REVISED AVAILABLE PCT
27 MEDICAID REIMBRSMEIP T APPRCDP ADJSTwrS BUDGET 'YTD EXPENDED ENCUMBRANCES :BUDGET 'USED
I'0''.1'A:1: 1V1J:!:1.DIC'AID RE:1M.T.IRSWEN'T 0 .00 .00P °-25.00 .00 25.00 100»0%
TOTAL REVENUES 0 .00 .00 25.00 .00 25.00
30 FEES
............................................................................-....................................................................................................................................................................................................................
.
'U 010007 433700 Cable gea'„s °-5,20500 Jn2a0»Oa as as 5„?00.00 .0%*
1OQ]003141°d;a10.0 App) ilca0:Lon Fees 1..00 .00 °-1.00.00 .00 .00 --2.00.00 a�*
3,. 00,�J. 432k00 plalU rdica:"1'ses _40,004b .00 -40,000.00 3,261.00 .00 8.2%•*
1.0010031,. 4.32800 Town t.:. erk. Fees -•26,000 .00 -.26,000.00 8,228.95 .00 -1.7,'7"71....05 31.6%
I OWL00,11, C$4,790Violation Frere 3,000 .00 -3,000.00 2,.305.55 .00 -.700.,00 '763 7%
16010031 441800 1='assporr V Fees --20,000 .00 20,000.00 -4,625.00 .00 1,5,375.00 23,1%*
1 001.tQU-5 ,122-00)-4 ._..Cvmi- .r 1r;�V;: �,zn1 .a; „"k,„ _500 .00 -500.00 --484.00 .00 -16.00 96.8%
1.601.042 4.32300 3ry.14nnini 3 Board Fil., -23,000 .00 23,000.00 -3,4I���00.Oa .00 -1.9,600.00 1.4.8%*
'
1001004$ 42QQ 0 pc)l D 10,µC µ„I -5,000 .00 -5,000.00 -520.'75 .00 4,479.25 10.4%-
1 Qd74O$'k'p.. 43:11_s1.0 132 _1 d i ue. 775,Oa0 a as 41.1.„944.70 OO l3,1ru m30 i3.2pg13j77s
10010057 43.3400 P3umbixig Inspeci.io -8.9,555 .00 -9.9,000..00 ..52,175.69 .aa 36,824.31. 55.6%
G_1 .x-.C111 .7 4w .1,Q;3 1 �cr.r.,.r31 tris rt -1.30,000 .aa ...1...30,000.00 -65,463„5.3 .aa --64,5.36..37 50»4s
1b(A.0063 4.332310 Sealer, Weights And -22,000 .Oa -22,000.00 ...7138.00 as -21,232.00 3.5%*
111_Q)9 007'!1.. 4.31k41Qp.QY X111, 0 ,00 .00 -57.00 .00 57.00 1.00.0%
1.001007'1 430500 7u��1per 0 .00 .00 •-1.4,052.30 „00 14,052.30 :100,0%
LQD111 Q3Q37°:i 430700 TirA & Aa,!Lmin im C1 "00 2.75: as ,00 1..75•.a0 100.0%
1091, 075,A33100 Re-q Fe-QI.s .-45,000 "00 45,000.00 -3,458.17 .00 41.,541.83 7.7%*
TOTAL FEES 1,18.3,800 .aa ..1,183,800.00 -570,914.1..9 .00 -612,885.82. 48.2
TOTAL REVENUES -1,183,800 "00 -1,183,800.00 - 570,914.19 .00 -61.2„885.81
32 LIBRARY REVENUE
111030304,. 47&1;0Q ) 6unf)xarlr 1';' r ".p. 0 .00 .00 -x.,241.87 .00 1,241..87 100.0'
TOTAL LIBRARY REVENUE 0 .00 00 1,241-87 .00 1,241.87 100.0%
TOTAL REVENUES a .00 as .1,241.87 .00 1,241..87
3.3 RECREATION REVENUE
------------
10.0.80OR2 4.1131300 Q , 1w D rrd _1 �K cw�. s3 ., -33,000 .aa -33,000.00 -1.4,182.00 .aa -18,81.8.00 43.0%
TOTAL RECREATION REVENUE 3.3,055 .00 -33,000.00 ..14,1.82.00 .,00 "18,81..8.00 43.0%
TOTAL REVENUES -33,000 .00 33,055,55 1.4,182.00 .aa ._18,818.00
m
v l �
10/26/2017
0 2 6s� 17 13:1.5 Andover North 41.sv. IEY19 wn GE RAL FUND REVENUES UES l 11+°tdb u .
FOR 2018 03
ORIGINAL AL '1"11 .14FRS/ REVISED AVAILABLE PCT
40 OTHER REVENUE Xl:g3:1i1"�6:0:1: AWS ..'TS BU DGE°1L "T'�1:Y EXP:SYDED ENCUMBRANCES BUDGET USED
40 OTHER REVENUE
LO.�1mW007 43"79110 M u,.:s 0"Depl Re,y(,,mue d .00 .da -2_343.64 .00 1.,343.644 :11.00..0%
1,00100000 477000 _,r13a*aa0,an 1. Income -3,934 .00 -3,933,84 973.91. .00 2,959.93 24.8%*
1.11,0)Q00 7 483400 Cel Jowa;Ir N. BII:%,000 .00 85,000.00 3,377 62 as 83,622.38 �4.at'*
1001.0018 437.900 M.i, a 13a�0 Revenue 0 .00 .00 -100.00 .00 100.00 1.00.0%
HQ 1111117.. 43 7x100 Migg Dtm° :1 Rgyena,k 0 .00 .00 -706.10 .00 °'706.:10 :100.0%
1.001-1 0_131. 0 3'7900 Mika.-c 133;x._7a,mo-°1wie»^ 0 .00 .00 ...360.00 as 360.00 1.00.0%
108030005. 4103_1D170 . y0ulaa 1 n Oro3cn 7c1 .ld,ag cc -2,000 .00 --2,000.00 -1„!300.00 .00 500.00
11.411001411 432700 Pol-mp. 10 &doss -40,000 .00 -40,000.c00 µ7.3,777a63 .00 "26„22.2•.37 34.4
1000.II 000431' 4 37000 M gc� 1.e t G'�.�r��e naae 0 .00 .00 - ,109.55.1 .00 .11.,.11.00.55 .11.00.0%
10 1.,.70 "a �:3"1�3p3 1Wal a° 11 11 110�c'.1'tu�o-„ 0 C)d 00 d ,4�a!!:»."T0 .00 1 ,455.70 1..00•.0
1.004a0a052 4457040 Fj.r.c 711arm Box Per 0 .00 .00 1,600•.00 .00 1,600.00 :1.00.0%
.1.0(O1.QQ,, 7.. 013°1'°0 0 0 M.i,sc De ld.d'�e'Smtuu, 0 .00 .00 300.00 .00 300.00 100.0%
1.01.8)10100&134
4,V7900 M i.P,0. 100:10.1 _.13�'v�u Dar 0 .00 .00 -1,643,52 .00 1,643.52 100.0%
100108066 43 79.010.7 1,sc C7q t Revezjue 0 .00 .00 -556.34, .00 556.34, 100.0%
114S4.D1 000911 43"7:R 8Yd V 4;: n 13a?�.a l:'s-t, 1"7,4,00 .00 -'1.."7,400.0. 16,426.50 00 9'7;3.5d' „
: 60"'l 0104 4:1"/900 MJ. c.: Dept Revenue 0 .00 .00 -10 .00 .10 1.00.0%
'7"C)TAL OTHER REVENUE 148,3344 .00 .1.448,33 .84 .445,2.30.61 .00 .1.03„:10.3.23 30.5`1r
TOTAL REVENUES :1.48,3341', .00 148,333,84 45,230.61 .00 103„:1CY3." ::3
50 LICENSES AND PERMITS
1 010 1 0 01 3.3:. 4361:_0100 13au,L1a7 Permits -4,000 pad -4,000.00 -..1,100.00 .00 -2,900.00 2""/.5%
10.01.003,1.: 4.4.100000 L=1,.01uot" Lic.e16aar, 105,000 .dd --705,000.00 -1300..00 .da .1.04,.200.00 .8%-*
10030011. 411.100 061,;.11^r` 111.a:ol-Ln1.. .Luce .-7,375 .00 -"T,375.00 -550..00 .00 6,825.00 "T.5%-*
1000100 ,. 4420000 Pc'aa^�c1 11,gey.ae -3 775 .00 -3,775.00 .00 .00 --3,.7.,715,00 d�*
110,01.000.31 140 1 40 Mj.s Liceii es -12, 775 .00 -1.2,775.00 -•.100,00 .00 -12,675.00 .8-%*
10 10048 441.4000 1 ' .� u.„ 34 - x,975 ,00 -5,975.00 :1.,:137.!!30 .00 -.44,13.'3"7.50 :1.9.0%*
10b80J00152 4," 0.0(0 I"ir�0�0��:0q_n.t 0a.;a e', ....44,000 .aa 44„000.00 9,940.00 .aa °-34,060.00 22.6%*
108010051 433800 Qas lna u~Oidt -31,000 .00 ..31„000,00 •7,470.50 .00 23,529.50 24.1.%'*
1o07400 0a.. 01.4.111 1"i.µ1likK1 .fit. liroat.1.11,�3 -5,600 .00 5,600.00 441.0.00 00 5,190.00 7.3%*
1001,00$6 4325.00 jjg, 3;1,th-J.0e pt Fees -55,000 .00 -55,000.00 -910.00 .00 54,090.00 1.7%*
TOTAL LICENSES AND PERMITS --274,500 .ao -274,500.00 -22,419.00 .ad 252,082.00 5,2t
TOTAL REVENUES _•2"74,500 w00 -274,500.00 22,41.6.00 as ..252,082.00
51. FINES AND FORF°ITS
1.01.8,"14u040. 4"7'401,0,0 0,a,'e00jmn.1.D 3jne$ 1x:0,000 .00 -:15,000.00 -3,096.20 .00 _.1.1,903"80 20.6%,*
1.0/26/2017 2.3:15 Town of North Andover P a
9052l,sav `R 18 GENERAL FUND REVENUES cgll tdbud
FOR 2018 03
G31t%C1INAL '.N.RAN'IORS,/ REVISED AVAILABLE PCT
51 FINES AND FORII«ITS 74�7m�EROP 39,J"S"I`M'T a BUDGET 'TD EXPENDED ENCUMBRANCES BUDGET USED
1 04111 Q4. 418-1-00 2Q-a".1,,. 1 V..d11.:i:,e 73,000 .00 "73,000.00 17,84:2.50 .00 55,157.50 24:.4%.*
]I,.s1.prmm Fu,.na -4,:300 .aa ga300m00 .00 °00 -?8,::800.00 .0%*
TOTAL PINES .7y,.N'D FORI '.I:TS --92,300 .00 ...92?300.00 ....20,938.,70 .,00 ...'71.,3618 0 22.7.E
TOTAL, REVENUES ._312,:.:800 .00 --92„300.00 -20„31:::48..70 00 71.,3701.30
60 INVESTMENT ENT INCOME
X0.41 11 U( 2, .... 000 ��d'7:�p.m N.m..�4,_.A -Q8T':",. -1.00,000 .00 --1..00,000.00 1 ,71.^3.'::9 .00 48,285, 41. 31.7%
TOTAL INVESTMENT INCOME -.1.00,000 .00 :p.00,000.00 -5:1,71.4.5.9 .00 -48,285„4:1.. 51 , 7
TOTAl., REVENUES 10 0,000 .00 -..100,000.00 -52,714.59 .00 --48,285e43.
85 MISCELLANEOUS REVENU
lI,.44.0jQ075 4° 3".x„9,0 0.1V 4w. ComOEromO1?.it . _ K1„
298"79 .00 -299,379.04 _75,237.00 .00 .224,1421 04 25.:.1.%
TOTAI, MISCELLANEOUS REVENU 299,379 .00 -299,379.04 -75,213°7.00 .00 -224,1.42,04 25.1.5
TOTAL, REVENUES ._299„3.79 .00 299,::379.04 -"75,137w00 .00 214,:142.04
70 MISC NON RECURRING
10 0007 4w.1�4 0 Mipc Non: 100"ur li irmc, 0 ,00 .00 -65,569.55 .00 65,869.55 1..00.0%
111.41 1pV'30 1 "7�1, 1a 0c^ ISO,S,ergo ?a.1 nm:rru 0 .00 .00 .2,401.1::3 .00 1,40:1 ,1...3 100,0%
1,0Q,1_0052 4a9,4 Q0 p11a,.,4,m0° Non, aw °I" & 0 .00 .00 -2,31.0.00 .00 2,310.00 100.0%
TOTAL MISC NON RECURRING 0 00 .00 -70,280.68 .00 70,180.68 1.00.0%
TOTAL, REVENUES 0 .00 .00 -70,280..68 .00 70,280.68
75 ST73TE. AIG
--------
10010014 4Cz L300 Eije„amp 1 or a VO.k;,,411,:x,,. ..69,952 .00 -69,952.00 .00 .00 -69,952.00 0%
1001,001.4 40 7 p1Q "1a;hom L-1 4'tr mL:4-.m1m'.. °70 -8,1.81_977 .00 -8,181,977.00 2,08,p ,.574.00 .00 .7x,100,403.00 2!15.4`
1OnY0f4_ 6??4M1 . Om 7w ¢ I_4. .14,46r as 4,465..401 ,636.00 .00 _829.00 8:1.4%
160100 4667140 Vej.,pTans L3gL13wf:xS.s -1.88,597 .00 1.88,597.00 49,21..6..00 .00 _.1:3.9,..:481.00 26,1."
1re'QI0U14;. 41'1"71.4,40 Unrestricted 0,.7'»neL ®•1.,.970,470 .00 -1.,970,470.00 51.1.,827.00 ,00 1.,458,643.00 26,0%
1.0/26/201.7 13:15 Town of North Andover P 6
90!:521s av FY18 GENERAL FUND REVENUES lgl,ytdbud
FOR. 2018 03
0111 IGIN„7CL "T:"Td.74:1V"YRS/ REVISED T1:CTA7LABLE POT
75 S".0ATE AID IR11:1R4"1'P AI)OST'NTS BUDGET YTD 'EXPF.E'DED ENCUMBRANCES BUDGET ITSED
3,001001 46`74,00 to(-,, OwL1 .j .J." jjd 230,:II.08 .00 _,230,1.08.00 57,4.71..00 .00 -172,637.00 2.5.0%*
T"21"1°14L STIC"1'"If', Al -:11.0,645,569 .00 .10,645,5169^00 •-2,"703,'724.00 .00 •-'"7,94.5.,8451.00 25,4-*
fiO''T'7CI, REVENUES -1.0,64:!5,!569 .00 .:II.0,645,1569.00 ..2,"703,"'724.00 .00 _.7,94:1,845.00
80 "TRAPTriFEyR/OTITER 'USES
1.0030004-4-97300 ".I'r aTA f f,7,r froxi......Spe!:(." -148,537 .00 148,536..81. .00 .00 -148,536.81. .0%-*
9w1�. 111.G74/1 9P7 . ..V..1.2.;1.x. 1T�s7 bad rt7 1'97"17TV1
-77,369 .00 77,369.00 . 19,34:2P26
.ao ....58,x26.^'74 25.0%
Id"0J.Q4D.4D4:...4"<7500 X400 S7,z un rr. From _°456,4911: .00 456,454,23 14.4,"1.".1.3.55 .00 .34:2„340.68 25..0W*
x.0010004 4 75.Q -22,491.41�4" 7 �a m� , ) , .00 727,474.24 25.0%,*
TOTAL TRANSFER/OTHER 'USES -1.,652,326 .00 -•1.,652,325.69 -37.5,94.7.22 ,00 ..1,2"76,378.47 22,8%
".TOTAL REVENUES -1,652,326 .00 1.,652,325.69 -3"75,947.22 ,00 --1,276,378.47
GRAND ".T°O"1"AL 95,216,238 .CVO ..95,2::1..6,238..30 -23,172,872.20 .00 ....72,043,366.10 24.3
** END OF REPORT - Generated by Lyn.a. Savage **
i i uuuuuuui i ,�
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111111 i
orth Andover P 1
90521sav17 07:51 Town of IFy 8 YTD NEXPENDITURES iglytdbud
FOR 2018 03
ORIGINAL TRANFRS/ REVISED AVAILABLE PCT
APPROP ADJSTMTS BUDGET YTD EXPENDED ENCUMBRANCES BUDGET USED
O1 General Government
0114 Town Moderator 850 .00 850.00 .00 .00 850.00 .0%-
0123 Town Manager 354,922 .00 354,921.77. 95,625.61 226,863.46 32,432.64 90,9&
0131 Finance Committee 800 .00 800.00 345.00 393.48 61.52 92.3
0135 Town Accountant 240,353 .00 240,352.63 62,202.27 167,467.44 10,682.92 95.6%-
0141 Assessors 342,953 .00 342,952.91 71,208.07 180,697.14 91,047.70 73.5%
0145 Treasurer / Collector 338,077 .00 338,077.34 88,641.41 229,612.93 19,823.00 94.1%
0151 Legal Services 163,300 .00 163,300.00 18,562.51 51,636.59 93,100.90 43.0%
0152 Human Resources 174,865 .00 174,865.36 40,846.77 111,922.99 22,095.60 87.4%
0161 Town Clerk 294,431 .00 294,430.66 67,454.13 166,274.13 60,702.40 79.4%-
0171 Conservation 127,225 .00 127,224.65 58,011.41 80,689.28 -11,476.04 109.0%
0174 Community Development, 225,721 .00 225,720,78 60,041.05 147,495.00 18,184.73 91.9%
0175 Planning 170,659 .00 170,658,98 43,468.90 116,806053 7.0,383.55 93.9&
0176 Board Of Appeals 19,939 .00 19,939.44 3,044.96 15,656.90 1,237.58 93,8%
TOTAL General Government 2,454,094 .00 2,454,094..46 609,452.09 1,495,51.5.87 349,126.50 85.8%-
02 Public Safety
0210 Police 5,137,463 .00 5,7.37,462.55 1,268,45.5.90 2,737,588.45 1,131,418.20 78.0%-
0220 Fire 5,308,160 .00 5,308,160.17 1,403,796.84 2,686,863.52 1,217,499.81 77.1%
0225 Public Safety Salary Reser 134,417 .00 134,417.00 .00 .00 134,417.00 .0%-
0241 Inspectional Services 295,348 .00 295,347.62 80,422.30 7.99,759.85 15,165.47 94.9%
0291 Emergency Management 34,182 .00 34,182,20 3,192.14 6,205,45 24,784.61 27.5
TOTAL Public Safety 10,909,570 .00 10,909,569.54 2,755,867.18 .5,630,417.27 2,523,28.5.09 76.9%
03 Edai,cati,on
0001 System, Wide 5,158,088 -28,139.63 .5,129,948.57 1,121,569.52 3,446,960.93 .561,418.12 89.1
0002 Central Office 1,129,695 56,636.00 1,186®330,68 285,406.46 722,375.72 178,548.50 84.9%-
0010 High School 10,178,554 29,150.60 10,207,704.84 1,3.51,373.17 7,913,873.82 942,457.85 90.8%
0011 Systemwide •- High School. 5,880 -2,000.00 3,880.00 .00 .00 3,880.00 .0%-
0020 Middle School 7,980,024 -27,350.74 7,952,673.26 1,088,104.31 6,468,372.13 396,196.82 95.0%
0021 Systemwide Middle School 2,285 2,000,00 4,285.00 2,202.00 .00 2,083.00 51.4%
0030 All Elementary 683,239 .00 683,23.9.07 140,322.30 617,629.81 -74,713.04 110.9*
0050 Atkinson 2,853,615 5,309.14 2,858,923.71 378,033.95 2,386,922.84 93,966.92 96.7%
i/r
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10/11/2017 07:51 (Town of North Andover IP 2
90521sav FY18 YTD EXPENDITURES glytdbud
FOR 2018 03
ORIGINAL TRANFRS/ REVISED AVAILABLE PCT
APPROP ADJSTMTS BUDGET YTD EXPENDED ENCUMBRANCES BUDGET USED
0051 Systemwide Atkinson 2,630 .00 2,630.00 .00 .00 2,630.00 .096
0060 Franklin 3,778,035 -12,753.40 3,765,281.14 480,749.77 2,843,472.48 441,058.89 88.3%
0061 Systemwide Franklin 1,448 .00 1,448.00 .00 .00 1,448.00 .0%
0062 Early Childhood Center 1,460,031 2,000.00 1,462,031.16 172,096.59 1,142,604.49 147,330.08 89.9%
0070 Kittredge 2,266,065 -1,332.08 2,264,732.91 320,195.77 1,869,894.41 74,642.73 96.7%
0071 Systemwide Kittridge 1,500 .00 1,500.00 722.50 .00 777.50 48.2%
0080 Thomson 2,436,603 -10,512.73 2,426,090.16 332,930.27 2,023,495.59 69,664.30 97.1%
0081 Systemwide Thomson 1,432 .00 1,432.00 .00 .00 1,432.00 .0%
0090 Sargent 3,924,660 -13,007.16 3,911,652.71 553,147.15 3,231,761.07 126,744.49 96.8%
0091 Systemwide Sargent 2,000 .00 2,000.00 .00 .00 2,000.00 .0%
0099 Out Of District 5,169,404 .00 5,169,403.69 683,601.97 3,894,625.33 591,176.39 88.6%
TOTAL Education 47,035,187 .00 47,035,186.90 6,910,455.73 36,561,988.62 3,562,742.55 92.416
04 Public Works
0410 DPW Administration 463,135 .00 463,135.32 120,722.78 329,521.25 12,891.29 97.2%
0420 DPW Streets And Sidewalks 968,893 .00 968,892.79 212,166.90 492,942.22 263,783.67 72.8%
0423 DPW Snow Removal 934,500 .00 934,500.00 1,770.42 24,874.59 907,854.99 2.90
0430 DPW Refuse And Recycling 1,321,456 .00 1,321,455.70 215,223.61 1,086,805.90 19,426.19 98.5%
0483 DPW Fleet Maintenance 413,200 .00 413,200.00 69,162.82 108,814.82 235,222.36 43.1%
0492 DPW Structures And Grounds 602,228 .00 602,227.62 143,750.97 370,399.07 88,077.58 85.4%
TOTAL Public Works 4,703,411 .00 4,703,411.43 762,797.50 2,413,357.85 1,527,256.08 67.5%
O5 Health & Human Services
0510 Health Department 234,325 .00 234,324.75 61,504.72 164,447.43 8,372.60 96.416
0541 Elder Services 273,013 .00 273,013.04 67,942.72 181,347.35 23,722.97 91.3%
0542 Youth and Recreation Servi 331,050 .00 331,050.31 106,597.15 196,524.18 27,928.98 91.6%
0543 Veterans Services 413,487 .00 413,486.51 74,850.52 116,043.96 222,592.03 46.2%
TOTAL Health & Human Services 1,251,875 .00 1,251,874.61 310,895.11 658,362.92 282,616.58 77.4%
06 Culture & Recreations
0610 Library 1,042,157 .00 1,042,157.00 306,396.58 613,364.22 122,396.20 88.3%
TOTAL Culture & Recreations 1,042,157 .00 1,042,157.00 306,396.58 613,364.22 122,396.20 88.3%
_...._.. ....u.w,. _..._..,w .. .__..:. ...a_.. .,.a.�a ., ,�,..�„�u,.�,�,,n�,uL.,�r��/1/1n�f���.,�r�l/�uGu���.����ol����uc��.✓��U.�,���rr//� llG1/ G' � ,�
10/11/2017 07:51 Town of North Andover P 3
90521sav FY18 YTD EXPENDITURES Iglytdbud
FOR 2018 03
ORIGINAL TRANFRS/ REVISED AVAILABLE PCT
07 Support Services APPROP ADJSTMTS BUDGET YTD EXPENDED ENCUMBRANCES BUDGET USED
07 Support Services
0136 Admin Support 61,863 .00 61,862.62 16,627.61 41,105.46 4,129.55 93.3%
0149 Auditing 55,000 .00 55,000.00 12,000.00 41,500.00 1,500.00 97.3%
0155 Information Technology 1,277,163 .00 1,277,162.90 487,387.50 570,373.48 219,401.92 82.8%
0495 Facilities 319,613 .00 319,612.62 94,240.86 148,472.13 76,899.63 75.9%
TOTAL Support Services 1,713,638 .00 1,713,638.14 610,255.97 801,451.07 301,931.10 82.4%
08 Debt Services
0710 Principal Long Term 5,385,999 .00 5,385,999.43 2,172,500.00 .00 3,213,499.43 40.3%
0751 Interest Long Term 1,126,883 .00 1,126,882.61 356,701.36 .00 770,181.25 31.7%
TOTAL Debt Services 6,512,882 .00 6,512,882.04 2,529,201.36 .00 3,983,680.68 38.8°%
09 Employee Benefits
0911 County Retirement 4,763,787 .00 4,763,787.00 4,763,787.00 .00 .00 100.0%
0912 Workers Compensation 508,987 .00 508,987.00 427,802.00 .00 81,185.00 84.0%
0913 Unemployment 75,000 .00 75,000.00 34,185.55 2,325.00 38,489.45 48.7%
0914 Group Insurance 11,241,433 .00 11,241,433.08 1,406,312.56 1,131,054.87 8,704,065.65 22.6%
0915 Medicare Expense 735,000 .00 735,000.00 191,624.40 .00 543,375.60 26.1%
TOTAL Employee Benefits 17,324,207 .00 17,324,207.08 6,823,711.51 1,133,379.87 9,367,115.70 45.9%
10 Liability Insurance
0945 Liability Insurance 420,000 .00 420,000.00 276,187.40 515.00 143,297.60 65.91-o
0946 Police/Fire Accidential In 100,300 .00 100,300.00 25,071.67 2,014.50 73,213.83 27.0%
TOTAL Liability Insurance 520,300 .00 520,300.00 301,259.07 2,529.50 216,511.43 58.4%
11 Capital and Reserves
O r„moi./i.,./ //,%'/,/o //o/r„rr //1/i, ,r,,,/„%//aI�-,//{,i/i✓l/�,/r /i////l?,✓. f�
_.......... .. .._.... _..._aaW; .__._.W.u.__.�..Wv.___w.. .,��M-r;,.,.ww/ �w./riu/rr,�rL✓//U�rG�G:G�d�1ra/���rl//�.1�/�/e�arv0l�ill��i/Ci��✓lrcG��s�(�vr,., ,e/
10/11/2017 07:51 Town of North Andover P 4
90521sav FY18 YTD EXPENDITURES glytdbud
FOR 2018 03
ORIGINAL TRANFRS/ REVISED AVAILABLE PCT
11 Capital and Reserves APPROP ADJSTMTS BUDGET YTD EXPENDED ENCUMBRANCES BUDGET USED
0990 Transfers 709,831 .00 709,831.00 709,831.00 .00 .00 100.0%
TOTAL Capital and Reserves 709,831 .00 709,831.00 709,831.00 .00 .00 100.00-0
12 State Assessments
0820 State Assessments 477,667 .00 477,667.00 120,579.00 .00 357,088.00 25.2%
TOTAL State Assessments 477,667 .00 477,667.00 120,579.00 .00 357,088.00 25.216
13 Regional Assessments
0947 Regional School Assessment 671,251 .00 671,250.60 101,091.50 303,274.50 266,884.60 60.2%
TOTAL Regional Assessments 671,251 .00 671,250.60 101,091.50 303,274.50 266,884.60 60.2%
GRAND TOTAL 95,326,070 .00 95,326,069.80 22,851,793.60 49,613,641.69 22,860,634.51 76.0%
** END OF REPORT - Generated by Lyne Savage **
WATER RETAINED EARNINGS PROJECTIONS
Water FYI 2 FYI 3 FY14 FYI 5 FY16 FY17 FYI 8 FYI 8 FY18
Actual Actual Actual Actual Actual Actual AT Actual Projected
Budget as of 9130/17
Operating Revenues
Useir IFees $4,344,947 $4,694,416 $4,547,027 $4,697,959 $4,872,92032 $5,150,149,09 $4,897,960.00 $1,007,843 $4,031,370
Interest Pen $20,617 $22,664 $23,849 $24,030 $20,982.45 $22,411,17 $22,542.57 $5,928 $23,713
1 look Up Fees $184,000 $54,000 $41,250 $84,250 $232,000.00 $54,000.00 $106,083.77 $15,000 $15,000
Other If ees $722,760 $669,383 $657,322 $640,293 $719,365.97 $709,569.78 $685,020.85 $92,249 $92,249
Ksc Revenue $13,820 $14,418 $6,687 $11,357 $13,160.86 $10,586.45 $0.00 $160 $160
Interest Income $11,308 $12,639 $15,186 $15,705 $19,326.72 $24,299.18 $20,000.00 $10,813 $43,252
Bond Premium $14,923 $20,786 $4,349 $0 $0.00 $0.00 $0.00 $0 $0
Transfer from CIP �-o NO LO LO I0.0-0 0°00 IQ 00 Lo Mo
Total Oper.Rev. $5,312,376 $5,488,306 $5,295,670 $5,473,594 $5,877,756.32 $5,971,015.67 $5,731,607.19 $1,131,993 $4,205,744
Salaries $659,299 $642,274 $870,803 $958,135 $859,52719 $913,603.39 $963,704.59 $265,153 $963,705
Salary Reserve $0 $0 $0 $0 $0.00 $0.00 $0.00 $0 $0
Expenses $1,088,328 $1,084,548 $1,161,065 $1,229,490 $1,213,794.64 $1,759,172.14 $1,585,876.00 $180,252 $1,585,876
PY Encumbrances $46,784 $102,500 $0.00 $0.00 $0
Debt Service $2,264,547 $2,197,185 $1,690,478 $1,700,551 $1,282,276.19 $538,040.91 $999,560.95 $393,484 $999,561
Capital Outlay $0 $0 $0 $0 $0.00 $0.00 $0.00 $0 $0
Indirects; $705,722 $747,571 $878,741 $900,710 $923,22727 $946,307.95 $969,965.65 $242,491 $969,966
Transfer for CIP LO J11 9_20LO ,6�000 1635,000.0047� 5�Q�O00 $1,212,500.00 LO $1,212,500
Total Expenses $4,764,680 $4,785,998 $4,601,086 $5,388,886 $4,913,825.89 $4,632,124.39 $5,731,607.19 $1,081,381 $5,731,607
Deficit/Surplus $547,695 $702,308 $694584 $84,708 �$963,930 �$1,3�38.891 $0 $50,612 -$1,525,863
Available Fund Bal $804,564 $1,352,259 $2,054,567 $2,749,151 $2,833,859 $3,797,789
Trans.Outlin 547 6_95 E02 3_08 J694 5_84 Jq4 7_08 I963 9_30 $1,338,891
End Fund Bal $1,352,259 $2,054,567 $2,749,151 $2,833,859 $3,797,789 $5,136,681
-=,,d �%14�4,153 �12�171 �1� 7 �$23,929 $31201
, 30�1%7
S 7 7
1,996 74
r 7def'.0 0
In 208'1 08 -
encu�mb,an �$2 $84:�92 3;,280�1 $;,24;,5�9i
Water Liens $0 $0
Mise Fee to date $0 $0
$0 $0
10/26/2017,1:30 PM
-. r/, / v �,J r/ f �/, /./%�r,o� r�r1✓, ///�/ /�/,/r��i//,ff�l
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y�rur.�m„�✓/.��1�,.��„����r��i����`✓u���ll�au�il�/����� ����,rw�✓ll/l���ir�!/��,� ,k�l/��� r,� r, ' .:
10/06/2017 10:56 Town of North Andover P 2
90521sav FY18 YTD REVENUES glytdbud
FOR 2018 03
ACCOUNTS FOR: ORIGINAL TRANFRS/ REVISED AVAILABLE PCT
6501 Water Operating APPROP ADJSTMTS BUDGET YTD EXPENDED ENCUMBRANCES BUDGET USED
O1 INTEREST/PENALTIES -22,543 ,00 -22,542,57 -5,928.26 ,00 -16,614,31 26.3%
02 USER CHARGES -4,897,960 .00 -4,897,960,00 -1,007,842.51 ,00 -3,890,117.49 20.6%
03 HOOKUPS -106,084 ,00 -106,083.77 -15,000.00 .00 -91,083.77 14.1%
04 OTHER FEES -685,021. ,00 -685,020.85 -92,248.96 .00 -592,771,89 13,5%
40 OTHER REVENUE 0 .00 ,00 -159.92 .00 159.92 100,0%
60 INVESTMENT INCOME -20,000 ,00 -20,000.00 -10,813.09 ,00 -9,186,91 54,1%
TOTAL Water Operating -5,731,607 ,00 -5,731,607.19 -1,131,992.74 .00 -4,599,614.45 19.8%
Vr
90521saV .........
17 10:37 IFY 8 YTDTown of North Andover P 2
EXPENDITURES lglytdbud
FOR 2018 03
ACCOUNTS FOR: ORIGINAL T FRS/ REVISED AVAILABLE PCT
6501 Water Operating APPROP ADJST14TS BUDGET YTD EXPENDED ENCUMBRANCES BUDGET USED
1 Salary
, ua:,;Ya i.es, ➢ .; `;:, 905,448 .00 905®448.34 239,679.68 635,993.60 29,775.06 96.7 *
5.0,10005s 5,12Q_Q 0 .° d t,.,t,. - .Pa rt- ;a,,. 5,150 .00 S,150.00 S,908.31 .00 --758..31 114.7%*
OQ,QP I.� Q.Q,.. ➢. r1. Cbra,t r1a agar;, 51,500 .00 51,S00.00 19,564.86 .00 31,935.14 38.0%*
650,j,_00Tu",.i� 'f14:0,0,(pt6 Q p N, 1,606 00 1,606.25 00 1,606.25 00 100.0%*
TOTAL Salary 963,705 .00 963,704.59 265,152.85 637,599,85 60,951.89 93.71
2 Expense
6!tt10006 521.000 a Lg_- t-nrnn;it 535,286 .00 .5.35,286.00 74,445..35 458,722.76 2,117.89 99.6%*
0 l4�Q p0. 000Q..O_ _k1 1x0. tit °,IY, 80,000 .00 80,000.00 980.67 59,519.33 19,500.00 75.6%*
6-59 00.0.9 534200 ,"I°K-leVjrjoj..,ie 10,450 .00 10,450.00 1,408.05 5,217.71 3,824.24 63.4%*
6a!a.Q�9QaGD..9 "u 9.9"I.QDQ Q"t;.prm, 14Qt.eac° Permit., 47,000 .00 47,000.00 .00 .00 47,000.00 .0%-
650100
0%-60100 5ALA20 Vehicle=,, Fuel 1..a,000 .00 10,000.00 523.43 a00 9,476.57 5.2%
65.01 000➢6 55 6 O QTI.n„forrnn li' ..C-1orl,_h° L 7,825 .00 7,825.00 8,250.00 200.00 -625.00 108.0%*
6500'1 0009 5-78,90.0 '�R.::�"e C h ax a ,_Lf nd 6,000 .00 6,000.00 2,489.1.2 00 3,510.88 41.5%*
f 0. , 00 91 11A P irn6 _
l � 587,979
587,979.00 62,500.
.00 525®479.00 10.6
01000 55011,0 P Praipa4 272,453 OQ 272,453,00 272,453,00 <00 .00 100,0
&*
650.,000a a 500 TD Interest WaL 5,477 .00 75,477,08 25, . 3 .00 50,133.95 33.6 *
650 .0009 �41520IWlt 63,652 00 63,651.87 33,188.2QO
30,463..67 52,1 *
651.0002Q, 524000 kt�„pan r1; end ll�9rxint. 107,300 .00 107,300.00 17,111.79 27,367.22 62,820.99 41.5t*
6 n.:;A 9C 0G 4-(b " 302,-Q1�La��;acn at.a icy, 35,000 .00 .35,000.00 6,529.77 17,974.73 10,495,50 70.0t*
G!' Q.00C 2d;1 5311,0.0 A dverl2s''q,.a''n_rQ 1,000 .00 1.,000.00 1.57..50 .00 848.50 15.2
;x;)10.0029 '5316QV_0 0"QnLx:stcL, m�7`m"n,0,1ls 73,000 .00 73,000.00 9,773,11 56,954.43 6,272.46 91.4%-*
(N1 j-0002Q9. 53,'200 '1.1r4a.a p-.kpq.. nit Q"«tta.n0:_1 9,000 a00 9,000.00 650.00 830.00 7,520.00 16.416
65100020 5 3''.2_00_ P(.),sft4ge 2,000 .00 2,000.00 225.62 103.22 1,671.16 16.4%
6!altf-00"0 53910tt ttma;9,, nae _DgZta .1ls 800 .00 800.00 .00 .00 800.00 .OSS
(;5JI Q0020 Qk42QQO &"f nr E- SUj) 1 Q,,S 4,300 .00 4,300.00 130.73 1,914.27 2,255.00 47.6%;*
6510961"0 542200M1w,tl:. r�.,mnt x Airnak Qa�nr, 62,500 .00 62,500.00 4,645.29 16,465.75 41,388.96 33.8%-*
F55000Q2Q 554,I 00. Male c,i.1; 205,000 .00 205,000.00 33,291.51 92,708.49 79,000.00 61.5%5*
fi cx gm a II,_ m m36,, 215 .00 215.00 .00 .00 215.00 .0�
65100_Ca .YI__5 a 100.0 T1mtaa"ox Atlid irrnka ':ra,i„ 1,800 .00 1,800.00 .00 .00 1,800.00 .0%
6 1.0002fa $:78000 Ott f_,gz Chax9es..__And n,500 .00 1.1,500.00 .00 .00 11,500.00 .0w
n~`s.5.1666Q 0 58510.0 COPn-tal Qlwu i a,se ;TM 211,200 .00 211,200.00 3,595.26 186,862.34 20,742.40 90.2%5*
6M,:t.QQ 401. °y2m° 90 Enjc ~ana.0Yi nc 1�6n.wnic 1.7,500 .00 17,500.00 .00 .00 17,500.00 .0�
01�70.004Qp 5540.0.0 Rq,pa.uurs_Anrd ➢a➢aie'te 63,000 -1,000.00 62,000.00 6,010.00 .00 55,990,00 9.71
�z .:1O,OtU40 5110.4..0 1 Zak a d°K_` IVr1d,got 33,000 .00 3.3,000.00 1.,984.89 4,240.11 26,775.00 18,95
10.00 ttY " tG,p.O Q n"'t. Alyn. 600 1_000.00 1,600.00 1,469.00 .00 1.31.00 91.8%*
.... .. ...
10/06/2017 10:37 Town of North Andover P 3
90521sav FY18 YTD EXPENDITURES Iglytdbud
FOR 2018 03
ACCOUNTS FOR: ORIGINAL TRANFRS/ REVISED AVAILABLE PCT
6501 Water Operating APPROP ADJ'STMTS BUDGET YTD EXPENDED ENCUMBRANCES BUDGET USED
6".:�100,Q4Q Q47_Q' ?. PQgtage 1,000 ,00 1,000°00 .00 .00 1,000,00 a%
8,1.0.G1 Qq id ..1f,-.ra-u.7L.,s, 8,700 ,00 8,700,00 360.00 .00 8,340,00 4.1.-W
Supp ea 3,300 ,00 3,300.00 168.27 2,105.74 1,025.99 68.9%*
651000—A0 5..42200, Mate-r�,L aj."*° h.nd._._S33,000 .00 33,000.00 5,931.5 8 9,656.67 17,411.75 47.2&*
)5-'L00Q 4.Q1, _5730Ona Esc Mem 1 r;a 1a n., 600 00 600.00 Oa 00 600.00 .0%
f.",. JG k7QbOL1,4 ,°�"78 bCt0, w paceryx 01. ge—g_ ,1i 4,000 .00 4,000.00 127,40 .00 3,872.60 3.2%
5.910109 °ace1.Q1Q-0 IrKj leer'To T 1�e ], 969,966 .00 969,965.65 242,491,41 .00 "727,474,24 25.0&
6 0lt9Qt x96300 �� re 7'_...°7a7 "z 1 1,212,500 a0 1,212,5Q0.00 a0 .0a 7 ,212,500,00 a%
TOTAL Expense 4,767,903 .00 4,767,902,60 816,228,08 940,842,77 3,010,831..75 36.9%
TOTAL Water Operating 5,731,607 ,00 5,731,607„7.9 1.,081®380.9.3 :1.,578,442,.62 3,077.,783.64 46.4%
TOTAL EXPENSES 5,731,607 „00 5,731,607°19 :1.,08:'1.,,;780,93 1,578,442.62 3,071,783,64
SEWER RETAINED EARNINGS PROJECTIONS
k--,-
Sewer FYf2 FY13 FY14 FY15 FY16 FY17 FY18 FY18 FY18
Actual Actual Actual Actual Actual Actual ATM Actual Projected
Budget as of 9130117
Operating Revenues
User Fees $4,071,056 $4,501,561 $4,601,892 $4,606,198 $4,467,762 $4,618,777 $4,116,821 $1,074,515 $4,298,062
linterest/Penalties $19,872 $27,896 $29,717' $26,979 $19,850 $21,349 $24,805 $6,086 $6,086
Hook Up Fees $273,120 $72,368 $26,684 $108,947 $340,514 $49,579 $148,021 $22,228 $22,228
Offier,Fees $4.35,903 $334,419 $339,420 $338,560 $315,030 $305,995 $360,584 $5,225 $5,225
Misc Revenue $8,160 $4,800 $240 $0 $537 $0 $0 $0 $0
Interest Income $5,682 $6,300 $9,099 $11,853 $15,581 $17,678 $10,000 $8,320 $33,280
Bond Premium L,77 LO LO 11,3_409 111,347 NO LO LO LO
Total Oper,Rev. $4,814,671 $4,947,344 $5,007,052 $5,105,946 $5,170,622 $5,013,378 $4,660,231 $1,116,374 $4,364,881
Expenses
Salaries $505,025 $497,682 $367,527 $386,892 $373,079 $367,907 $390,315 $97,509 $390,315
Salary Reserve $0 $0 $0 $0 $0 $0 $0 $0 $0
Expenses $229,091 $255,694 $178,826 $257,685 $183,242 $267,113 $309,420 $28,828 $0
PY Encumbrances $273 $5,544 $0
GLSD Assessment $1,152,317 $1,325,429 $1,322,544 $1,543,296 $1,490,042 $1,837,329 $2,100,000 $481,133 $2,100,000
Settlement $56,000 $0 $0 $0 $0 $0 $0 $0 $0
Debt Service $2,049,481 $2,000,201 $1,982,954 $1,956,938 $1,741,110 $1,319,713 $1,304,042 $350,682 $1,304,042
Indirects $471,554 $529,744 $413,525 $423,863 $434,460 $445,321 $456,454 $114,114 $456,454
Transfer to CIP Deficit LO 191 4_38 NO LO INIO-ON 150 000 100,000 LO $100,000
Total Expenses $4,463,741 $4,705,731 $4,265,375 $4,568,674 $4,301,932 $4,387,383 $4,660,231 $1,072,265 $4,350,811
DeficittSurplus $350,930 $241 $0 $44,109 $14,070
Available Fund Bal $433,542 $784,472 $1,026,085 $1,767,761 $2,292,945 $3,161,635
Trans.Out/in 120 9_30 1241 613 741 676 537 272 $868,690 $625,995
End Fund Bal $784,472 $1,026,085 $1,767,761 $2,305,033 $3,161,635 $3,787,630
Sewer lien to taXE $310,972 Sewer lien to taxes $310,972 $310,972
10/26/2017,1:31 PIVI
r b f%/�//tr%r��////ii/Ir%,///%/ r i�Ij �f/i�(/r/i��%//r�✓/r//r r/�/ri�/�//fir/ �j�/�j//f%�/l�r�,���
r �! %�/ �,�,///o, ✓r%r ri/i%/ i �fi///rf//ri ,i r�1�,;�/lfi fr/i � �lirrl
r ✓., �%1/./%/r'✓////� ,/G fir. //r f /s r /l iri r//l!���r,..��//ii �rl!l Jf%r/ pr�,/i u
/ ,,/ /,�fil/�/r/.r, /ii/r ,�/,/,rr /%i,✓r / ,�.,/r r r,,.,./f r �
;;', ;, ;,,'- r fi�lr:r/�,/i�i/�/,ir�/rr f��.�/�// /!/ 1/. .1,%/,�////., / I///i./,. /�,ri/.11i.,✓ri ,. ,,.,,. w
.......__.. _ _ .._.,,.. A..,,,,w! _.._..._ .,....„_�,.,,w.�,.._.,.,.....,..� u„�..�.�.,...uu....,F.,csoa,u: L,✓iic�arwk/rue�i✓G.l/�i�iu/lieG,.�e���rhra.u���w�,a�,�ri„��/Gu„m�c!G„rn��/1��Udil�G6w.�/�W�� ,r( �,,, ,.n. a
10/06/2017 10:56 Town of North Andover P 1
90521sav IFY18 YTD REVENUES glytdbud
FOR 2018 03
ACCOUNTS FOR: ORIGINAL TRANFRS/ REVISED AVAILABLE PCT
6001 Sewer Operating APPROP ADJSTMTS BUDGET YTD EXPENDED ENCUMBRANCES BUDGET USED
UNDEFINED CHAR -360,584 .00 -360,583.71 .00 .00 -360,583.71 .0%
O1 INTEREST/PENALTIES -24,805 .00 -24,805.42 -6,085.96 .00 -18,719.46 24.5%
02 USER CHARGES -4,116,821 .00 -4,116,821.00 -1,074,515.43 .00 -3,042,305.57 26.1%
03 HOOKUPS -148,021 .00 -148,020.86 -22,228.00 .00 -125,792.86 15.0%
04 OTHER FEES 0 .00 .00 -5,225.01 .00 5,225.01 100.0%
60 INVESTMENT INCOME -10,000 .00 -10,000.00 -8,320.01 .00 -1,679.99 83.2%
TOTAL Sewer Operating -4,660,231 .00 -4,660,230.99 -1,116,374.41 .00 -3,543,856.58 24.0%
90521savI'll 01-110
17 10:37 IFY 8 YTDTown of North Andover P 1
EXPENDITURES `glytdbud
FOR 2018 03
ACCOUNTS FOR: ORIGINAL TRANFRS/ REVISED AVAILABLE PCT
6001 Sewer Operating APPROP ADJSTMTS BUDGET YTD EXPENDED ENCUMBRANCES BUDGET USED
1 Salary
6QQJQS,,)Q4 5 -.lQ. _SaIAd ... Pu).R.l T1 353,309 .00 353,308.99 92,030.70 246,119.74 15,158.55 95,7%*
6Q.0] �1R� .,��...�0-0Gr�U96 36,000 .00 36,000.00 5,477.97 .00 30,522.03 15.2%
ax1:Y 1,006 .00 1,006.25 .00 F, 1,006.25 .00 100.0%*
TOTAL Salary 390,315 .00 390,315.24 97,508.67 bE 247,125.99 45,680.58 88,35
2 Expense
6001000' 54a 0,0 Fus t 10,000 .00 10,000,00 1,497.07 .00 8,502..93 15.0%
600100.05Oer"�0.G�R� �7raw1¢� n �lru�� C QQ.aa.. np, 3,800 .00 3,800.00 2,812,50 200.00 787.50 79.3'-*
0 0�ObOa, a,..t) o, s 9 6 mrra . 2,100,000 .00 2,100,000.00 481,133.00j, 1,443,399.00 175,468.00 91.6%*
0_Q0 ,QOQ 57.800,Qb O0.;b,er Chargu..9 And 3,000 .00 3,000.00 986.25 .00 2,013.75 32.9%*
600 )Q-J�i ' 91Oo0 1 Principal e, 883,151 .00 883,150.57 36,156.25 .00 846,994.32 4.1%
0001 Qb6QQD5 5qW0Q M.Wjl r Pr a,ra¢ App llll 265,235 .00 265,234.66 265,234 66 .00 .00 100.0&*
i �o Il1,bg 35_Er ,q 1,5 0Q LT sf,.,x 148,506 .00 148,506.07 49,291-1 .00 99,214.86 33.2 *
59::L-6.O. Qb 19WPA'[_ dab.La resi.t 7,150 "00 7,150.22 .00 .00 7,150.22 .0%
60100�20, w JD !�) L1 .;aRrj'c „t.' 1.02,000 .00 102,000,00 13,953.65 61,226.35 26,820.00 73.7$*
0.1.0012--O 521-3 00le lO in E-,u"l 10,000 .00 10,000.00 158.92 2,816.08 7,025.00 29.8%*
6.01.00120 524000 Repairs �ua+l R0<_in 55,000 .00 55,000,00 5,114.09 14,885.91 35,000.Oa 36.4%*
F 0.w0]Y,QU 12�].. �ro1.lQb..]� a.c3tirr s ra. x 200 .00 200.00 164.12 as 35.88 82.1`x*
6�]1O.Cb72Q 5.1 600 Q��Oln, aMQ, S u -jc..e , :10,350 .00 10,350.00 .00 .00 10,350.00 .0%5
fzQ1,l7a1 ]Q llr.ai ln¢ 1ala 2,500 Oa 2,500.O0 00 405.00 2,095,00 16.25
uro0o,o,u0 !3;7 10 0 a°eLepSrnoij.;' 14,000 .00 14,000.00 765.05 5,493.34 7,741.61 44.7%*
(d�9 QfnZ6 60, ui ft Detaj 1�a 1,000 .00 1.,000.00 .00 .00 1,000.00 .0%,
6-0,10-0120-542,200-"ma�7O26da ,aO: a,� lQ �a aInl1 32,000 .00 32,000.00 566,56 4,43.3.44 27,000.00 15.6
601Q01201 201 T�uu
"'�"F'�41Q"a.G1 Lies A7,'i .�'efrd-> m wl� i 200 .00 200.00 .00 .00 200.00 .0%
Q�10
60120 5EL!?000 �;aay2�.1.r.R , re 7u,a:=,r > 10,370 .00 10,370.00 .00 .00 10,370.00 .096
(mo&Q.R40 52.]9O0 Ca°ue: xru T:�'.a,xaS, S,g!rVic, 5,000 00 5,000.00 .00 00 5,000,00 .0
ksa ld0.`Q Q,.°s240Q'Y.1� 9 arrk . n� 5p�mi,u~bt.�A 23,000 ,00 23,000.00 .00 .00 23,000.00 .0%
6Q]0014,0 U1,6.00 o a n,V r a¢1 ; ti wua 8,500 .Oa 8,500.00 7.05,00 .00 8,395.00 1.2%
k0uG0�91. �6] 10.0 4h,3 Lj,jd-e 1t�ta,j o 5,500 .00 5,500.00 360.00 .00 5,140.00 6,5%-
Mat
,5k at e a i„,jlo .pkat Suj-)p 13,000 .00 13,000.00 2,344.59 .00 10,655.41 18.0%
61ti0,V60(LG 57610.0 J.rang 1 u _Yra GenQXaa 456,454 .00 456,454023 114,113.55n 00 342,340.68 25.0$
6.4��11S)OQ8 596300--Tranfer rc) ca.7° uta 100,000 .00 100,000.00 .00 .00 100,000.00 .0`-
TOTAL Expense 4,269,916 .00 4,269,915,75 974,756.47 1,532,859.12 1,762,300.16 5847%
TOTAL Sewer Operating 4,660,231 ,00 4,660,230.99 1,072,265.14 1,779,985,11 1,807,980.74 61.2%
TOTAL EXPENSES 4,660,231 .00 4,660,230.99 1,072,265.14 :1,779,985..7.1 1,807,980.74
STEVENS ESTATE RETAINED EARNINGS ACTUALS
Steven's Estate FY12 FY13 FY14 FYI 5 FY16 FY179 FY18 FYI 8 FYI 8
Actual Actual Actual Actual Actual Actuaf AT Actual Projected
Budget as of 9/30/17
Operating Revenues
$ 3'891
User Fees $279,860 $335,372 $337,071 $482,778 $526,752 $4,33,891 $410,761 $172,605 $410,761
Interest Income $208 $399 $480 $1,017 $1,941 $2,480 $1,000 $1,011 $4,043
$280,067 $335,770 $337,551 $483,795 $528,694 $436,372 $411,761 $173,616 $414,804
Transfer from Retained Earnings $125,000 $110,000
'Transfer from G/F $0 $0 $0 $0 $0 $0 $0 $0 $0
Total per. Rev. $280,067 $335,770 $337,551 $483,795 $528,694 $561,372 $521,761 173,616 414,804
Expenses:
Salaries 82,906 106,870 113,933 132,987 $118,961 $139,299 $151,442 44,509 151,442
Salary Reserve 0 0 0 0 $0 $0 $0 0 0
Expenses 125,658 138,244 143,387 171,186 $137,862 $156,730 $182,950 30,778 182,950
Prior year encumbrances 189 0 0 0 $0 $0 0 0
Indirects 46,460 46,460 46,460 47,622 $48,812 $50,032 $77,369 19,342 77,369
Transfer to Capital 0 0 0 0 $0 $125,000 $110,000 0 110,000
Total Expenses $255,213 $291,575 $303,781 $351,794 $305,636 $471,061 $521,761 $94,630 $521,761
Deficit/Surplus $24,855 $44,196 $33,771 $132,001 $223,058 $90,310 $0.00 $78,986 ($106,957)
Beg. Fund Bat $2,185 $27,039 $71,235 $105,006 $237,006 $460,064 $460,064 $460,064
Trans.Outtin �24B55 44,196 �33771 �132001 223,058 �9031 0 78,986 106 957
End Fund Bat $27,039 $71,235 $105,006 $237,006 $460,064 $550,375 $539,050 $353,107
certified per�state�$27�,039 $71,235 $�104,3�55 �$237,00�6 $460,129 $�31 6,2�37
encumbrances $0 ($0) $651 $0 ($65) _$234,138 J
10/26/2017,1:28 PM,FY1 8 Stevens Estate-retained earnings worksheet
r/,✓. if ,� f/r'�, /! /. r�/ /i�//JJ, l�. //1/ .r/�/��/l/,./.�/
10/26/2027 2.3.21 Town of Nortb Andover P 5
90511.,sa,v ( x"18 GENERAL FUND REVENUES l glytdbud
FOR 2018 03
ACCOUNTS FOR: ORIGINAL r., .rRs/ REVISED AVAILABLE,BLE 1 u
6901 Stevens Estate Operat.inq APY11ZOP ADJSlrKTS H' 'ET YTD EXP EE "CES BUDGET USED
08 STEVENS EST RECEIPTS
69010,006, 13/1200 C) �3c)od !-tx,1 Td E:,r;< .iq;z -410,761 .00 -41.0®76:1...1.4 -172,605.05 .00 -238,1.56.09 42.096
TOTAL STEVENS EST RECEIPTS -410,761. .00 -410,761.14 -1.72,605,05 .00 --238,156.0.9 42.09.
60 INVESTMENT INCOME
690101006 482000 nt;,E ce s@__ Cn¢wome -1,000 ,00 -1,000,00 -1,010,77 ,00 10.77 101.1
TOTAL INVESTMENT INCOME ..•1,000 .00 -1,000,00 -1,010.77 ,00 10.77 101,1
TOTAL Stevens Estate O,perati.ng -41:.1,761 ,00 -4.1.1,761.14 -1..73,615,82 .00 -238,3.45.32 42.2
TOTAL REVENUES -411,761 .00 -_411,761..14 -173,615.82 .00 -238,145.32
16
1.0/26/2017 13-23 rown of
r90
North .An
AL FUND EXPENSES glytdbud
sav
FOR 2018 08
A.cu°CC747:C4TS FOR: ORIGINAL NAL T FR.E/ REVISED AVAILABLE PCT
6.901 Stevens Hatate CO Ei�:ating,, A818R':RCI'11 ADOSTMS BUDGET YTD EXPPMED ENCUMBRANCES BUDGET USED
7 Sala y
69Q100 Q-7 UJ I Q-01,5-illa.Y ng* _ Fu'll, .�'. 11.0.90 922 .00 IL09,522.14 25,580.56 50,86154: 33,080.04 69.8k*
59Q-10007 512-090 S41---�a,r p e P, - .Rgu"t 3'j: 41,920 .00 41,920.00 fl.8,928.66 20,730.00 2,261.34 .94:.x%*
60 i()301007lm1 AQQ �:,0.1101cm0.,. a .00 .00 .00 517 90 -5117.50 .1.00.0.%-"
TOTAL Salary 152.„4.4.2 .00 1.51.,442.14 44,909.22 72,10.9.04 34,823.88 "'77:.01%
2 Expense
09.010004 5961.60.0, Tr@,nsfex� c 6:00,"1_8erA 77,.:369 ,00 "77,::369.00 :.1.9,342.26 .00 58,026.74 25.0%*
61_Q,11.0A81014
_55463,Q0 Tx 411 1 er 76�C Ct13,t81 110,000 .00 1.10,000.00 .00 00 1.:10,000.00 (1�
69t11»1011141.11_5»�1.,10o,Q 1,»1 a q '9G.1r 1.2„217 moa 1.2„2;1..'7,00 1.,433.81 6, '766.19 4001."].00 67A,%-
U, 0U00pCG81 , $-2`1301!1 lla rl_Y 6u "'M6c.^ 15,.960 .00 10,960.00 92.73 8„94.3.27 8,924.00 44:.:1%
6 1.0010001, _52.10,0S.)S.) W,a,(( 6 8,.925 .00 8,925.00 .00 6,000..00 2,925.00 6"7.2%*
6°11 ,a)C..080 a�4t0G _ 1t,:,,tra ,M ..131ac°.19 ,maCr.1 P..?,9 a .00 L2„99(.00 :1,242.00 3,.951"3.9 7,756.61 40. 1 *
69,01Q0,08 5'-7(LOO 1 g« ufarm n.t.. ➢0r ru0 41-1 2.3,:1.00 .00 23,100.00 7,320.00 7,320.00 8,460.00 63.4t*
6i9Y;)00o4)tk 1J<?6,1 J,Am ,,gns1 ° Se,rmvice9,400 .00 90400.00 2,00:1..99 1,998.0:1.. 5,400.00 42.6%*
62031.00-0-5311D.� .Aciver o 7,Jrig, 12,54:.3 .00 12,543.00 4,444400 9,770.70 20::328,::30 8:1..4%
69401.0011.0-'01100.0..0C.Potr ac t .-0Cx9.7,e_S 626 .00 626.00 .00 .00 626.00 .0%
-090-1000.8 t 1 fi011Q7 1 a a1 116 1 bva r "„w Y a 518 .00 9:1.8.0)0 .00 ,00 518.00 0%
6�ild9NOA-0a 5. 1.°&Q L j,6'puoY/Ed gMC7rj(giY r)e 3:1.,::350 .00 31.,.350.00 8„312.08 15,91.2.57 7,105.35 77.3%*
63141.0. 006..."x;101070 Tg::9.Q,Loa�6n�m, 3,0`70 .00 .3,07¢7.00 ::394.92 1,605.,08 .1.,0"'10.00 6511.%"
6;"901, 011 8 5,14;0.0 3?ma:;tag(w, 1.00 .00 1.00.00 .00 .00 :100.00 .o%
690100.08 54 0900 1 kd ,;g 2,000 ,00 2,000.00 775,79 .00 1.,",124.21 3848%*
6a90111M1 51 00b.01 010 aw-- r 6kup c a r. 1,500 .00
_ � ' � :�l_CCf�+1"Nars051 7.,900.00 .aa :.500.00 10200,00 2010%
69001(LOO 540001 �1a1=',.' & p;Y1w1 �lyxl-1,_1;1a7g�tC 5,666 .00 5,666 .00 828.10 1,059..68 30"782.22 311.2%*
090J10Q-QS,..",j4's6QQYuzucg,.An Q4;`rokan., 22,525 .00 22.,525.00 3,91..2.68 "'7„635.9"0 100976,.:37 53..::3%*
6 900,600016 :1110.0 04aat:ra M!1, as gel" 200 as 200.00 00 0a 200.00 .0%
60.010G0C.8_axU7,6.1f1 0 a.9l�,a , _g 0� a_n,5es 3,200 .00 3,200.00 .00 .00 ::1„200.00 m096
6900,1000110 .51480,0_ wa_.ac ,o�a.4�_. no .Permll 100 .00 100.00 as .00 100.00 .0%
.d 1 0 Cb1161 6&_;Bte4N , -c)-1 _r"kaaAr ge nd 2,000 as 2,00(1.00 .as as 2,0M00 a%
(!-E) LODQ61... 58110011.0 C„"»ag01itla1 1'm ~lm,7w76 :1.5,000 .00 15,000.00 .00 00 l..5,o00„oo .0%
TOTAL Expense 3"70,33.9 00 370, 31.9,00 50,:1.20::::36 65,258.84 254,939.80 33-2%
"1.'OTAL Stevens Estate Og"aex`a,d;m:r.ng 521,'76:1. ,00 52:1.,'7611..14 014,62.9:.58 1.:37,367.88 289, 76:3:.68 44:.5%
TOTAL EXPENSES 521,761 .00 573.0761:.14 94,629.58 1..:37,367.88 289,763,.68
INTEROFFICE MEMORANDUM
To: Board of Selectmen
From: Andrew W. Maylor,Town Manager
Cc: Lyne Savage
Date: November 13, 2017
Re: Tax Classification Hearin
BACKGROUND
Attached are the calculations in support of the upcoming tax classification hearing. These documents
were prepared by Assessor Garrett Boles with the assistance of Lyne Savage and myself. Please note
that the board's actions regarding this matter relate to FY18 (current year) but have no effect on any
budgets since those have already been approved by town meeting.The result of the hearing will be
determine the share of property taxes paid by each class of taxpayer.
You should note that this meeting is intended to set the Residential Factor which shifts a portion of the
tax levy from residential tax payers to commercial tax payers. A Factor of 1.0 results in no shift while a
Factor of 1.36 (the FY17 Factor)would be interpreted as meaning that the commercial values would be
increased by 136%of their true value.You are not directly setting tax rates, but a tax rate will result
when you set a Factor and that Factor will affect the tax bill received by each class of taxpayer. In North
Andover, on average a Factor of 1.0 (no shift) results in residential taxpayers bearing approximately 875/o
of the tax burden and commercial/industrial tax payers are responsible for the other 13%.
In FY13 the Factor voted by the board resulted in a shift of approximately 4%from residential to
commercial/industrial. Meaning that residential taxpayers would cover approximately 83%(actually
83.3%) of the burden and commercial/industrial increasing to approximately 17%(actually 16.7%).The
dollar effect of that shift was to move approximately$3 million of the levy from the residential
properties to the commercial/industrial properties. In the four fiscal years since then the board has
voted to set the Factor at whatever number would keep the percentage and that dollar value
relationship at approximately 83.3%/16.7%and $3 million so that each class would remain the same.
FY18
Based on that practice,the documents attached assume a Factor of"1.38 or 1.39 for FY18 both of which
will result in approximately the same 83.3%/16.7%(and approximately$3 million) relationship approved
in years past. The Factor last year was 1.36. The reason that the Factor would need to increase this
year in order to maintain the relationship established is that the value of residential properties
increased while the value of commercial properties decreased. Again,the goal established by the Board
for the past several years was to focus on the result of the Factor and not the Factor itself, but the Board
possesses the authority to set the Factor in any way it chooses.
A.W.M.
ESTIMATED FY 2018 TOTAL VALUES 10/23/2017 FY 17 RES RATE 14.28
RES 4,169,956,319 TAX LEVY FY 17 CIP RATE 20.45
C.I.P. 572,460,446 73,198,674
TOTAL UNCIASS 87.93% TAXES EST RES EST C.I.P.
VALUE 4,742,416,765 LEVY % 12.07% SHIFTED FY 18 RATE FY 18 RATE
RESIDENT 'TO RES DIFF C.I.P. DIFF
RESIDENTIAL % OF FY 18 C.I.P. C. I. P. % OF 18 CIP RATE 18vsl7 RATE 18vsl7
FACTOR TAX LEVY TOTAL LEVY TAX LEVY LEVY
1.00 $64,362,811 87.93% 0.0000% 8,835,863 12.07% $0 15.43 $1.15 15.43 -5.02
1.01 $64,274,452 87.81% -0.1373% 8,924,222 12.19%® $88,359 15.41 $1.13 15.59 -$4.86
1.02 $64,186,094 87.69% -0.2746% 9,012,580 12.31% $176,717 15.39 $1.11 15.74 -$4.71
1.03 $64,097,735 87.57% -0.4118%® 9,100,939 12.43%® $265,076 15.37 $1.09 15.90 -$4.55
1.04 $64,009,376 87.45% -0.5491% 9,189,298 12.55%® $353,435 15.35 $1.07 16.05 -$4.40
1.05 $63,921,018 87.33% -0.6864%® 9,277,656 12.67%® $441,793 15.33 $1.05 16.21 -$4.24
1.06 $63,832,659 87.20% -0.8237% 9,366,015 12.80%® $530,152 15.31 $1.03 16.36 -$4.09
1.07 $63,744,300 87.08% -0.9610%® 9,454,374 12.92%® $618,510 15.29 $1.01 16.52 -$3.93
1.08 $63,655,942 86.96% -1.0983% 9,542,732 13.04%® $706,869 15.27 $0.99 16.67 -$3.78
1.09 $63,567,583 86.84% -1.2355% 9,631,091 13.16% $795,228 15.24 $0.96 16.82 -$3.63
1.10 $63,479,225 86.72% -1.3728% 9,719,449 13.28%® $883,586 15.22 $0.94 16.98 -$3.47
1.11 $63,390,866 86.60% -1.5101% 9,807,808 13.40%® $971,945 15.20 $0.92 17.13 -$3.32
1.12 $63,302,507 86.48% -1.6474% 9,896,167 13.52% $1,060,304 15.18 $0.90 17.29 -$3.16
1.13 $63,214,149 86.36% -1.7847% 9,984,525 13.64% $1,148,662 15.16 $0.88 17.44 -$3.01
1.14 $63,125,790 86.24% -1.9219% 10,072,884 13.76% $1,237,021 15.14 $0.86 17.60 -$2.85
1.15 $63,037,431 86.12% -2.0592% 10,161,243 13.88% $1,325,379 15.12 $0.84 17.75 -$2.70
1.16 $62,949,073 86.00% -2.1965%® 10,249,601 14.00% $1,413,738 15.10 $0.82 17.90 -$2.55
1.17 $62,860,714 85.88% -2,3338% 10,337,960 14.12%® $1,502,097 15.07 $0.79 18.06 -$2.39
1.18 $62,772,355 85.76% -2.4711% 10,426,319 14.24%® $1,590,455 15.05 $0.77 18.21 -$2.24
1.19 $62,683,997 85.64% -2.6084% 10,514,677 14.36% $1,678,814 15.03 $0.75 18.37 -$2.08
1.20 $62,595,638 85.51% -2.7456%® 10,603,036 14.49% $1,767,173 15.01 $0.73 18.52 -$1.93
1.21 $62,507,280 85.39% -2.8829% 10,691,394 14.61%® $1,855,531 14.99 $0.71 18.68 -$1.77
1.22 $62,418,921 85.27% -3.0202% 10,779,753 14.73% $1,943,890 14.97 $0.69 18.83 -$1.62
1.23 $62,330,562 85.15% -3.1575% 10,868,112 14.85% $2,032,249 14.95 $0.67 18.98 -$1.47
1.24 $62,242,204 85.03% -3.2948% 10,956,470 14.97% $2,120,607 14.93 $0.65 19.14 -$1.31
1.25 $62,153,845 84.91% -3.4321% 11,044,829 15.09% $2,208,966 14.91 $0.63 19.29 -$1.16
1.26 $62,065,486 84.79% -3.5693% 11,133,188 15.21% $2,297,324 14.88 $0.60 19A5 -$1.00
1.27 $61,977,128 84.67% -3.7066%® 11,221,546 15.33% $2,385,683 14.86 $0.58 19.60 -$0.85
1.28 $61,888,769 84.55% -3.8439% 11,309,905 15.45% $2,474,042 14.84 $0.56 19.76 -$0.69
1.29 $61,800,411 84.43% -3.9812% 11,398,263 15.57%® $2,562,400 14.82 $0.54 19.91 -$0.54
1.30 $61,712,052 84.31% -4.1185% 11,486,622 15.69% $2,650,759 14.80 $0.52 20.0' -$0.38
1.31 $61,623,693 84.19% -4.2557% 11,574,981 15.81% $2,739,118 14.78 $0.50 20.22 -$0.23
1.32 $61,535,335 84.07% -4,3930% 11,663,339 15M% $2,827,476 14.76 $0.48 20.37 40M
1.33 $61,446,976 83.95% -4.5303%® 11,751,698 16.05% $2,915,835 14.74 $0.46 20.53 $0.08
1.34 $61,358,617 83.82% 4M76% 11,840,057 16.18% $3,004,193 14.71 $0.43 20.68 $0.23
1.35 $61,270,259 83.70% -4.8049% 11.928,415 16.30% $3,092,552 14.69 $0.41 20.84 $0.39
1.36 $61,161,000 83.58% -4.9422% 12,016,774 16.42%, $3,180,01:1 14.67 $0.39
1.37 $61,093,541 83.46% -5.07949/6 12,105,1133 16.549/6 $3,269,269 14.65 $0 37 21.15 $0.70
1.38 $61,005,183 83.34% -5.2167% 12,193,491 16.66% $3,357,628 14.63 $035 21.30 $0.85
1.39 $60,916,824 83.22% -5.3540% 12,281,850 16.78% $3,445,987 14.61 $0.33 21.45 $1.00
1.40 $60,828,466 83.10% -5.4913% 12,370,208 16.90%® $3,534,345 14.59 $0.31 21.61 $1.16
1.41 $60,740,107 82.98% -5.6286% 12,458,567 17.02% $3,622,704 14.57 $0.29 21.76 $1.31
1.42 $60,651,748 82.86% -5.7658%® 12,546,926 17.14% $3,711,063 14.54 $0.26 21.92 $1.47
1.43 $60,563,390 82.74% -5.9031% 12,635,284 17.26% $3,799,421 14.52 $0.24 22.07 $1.62
1.44 $60,475,031 82.62% -6.0404% 12,723,643 17.38%® $3,887,780 14.50 $0.22 22.23 $1.78
1.45 $60,386,672 82.50% -6.1777% 12,812,002 17.50%® $3,976,138 14.48 $0.20 22.38 $1.93
1.46 $60,298,314 82.38% -6.3150% 12,900,360 17.62%® $4,064,497 14.46 $0.18 22.53 $2.08
1.47 $60,209,955 82.26% .-6.4523% 12,988,719 17.74%® $4,152,856 14.44 $0.16 22.69 $2.24
1.48 $60,121,597 82.13% -6.5895% 13,077,077 17.87% $4,241,214 14.42 $0.14 22.84 $2.39
1.49 $60,033,238 82.01% -6.7268% 13,165,436 17.99% $4,329,573 14.40 $0.12 23.00 $155
1.50 $59,944,879 81.89% -6.8641% 13,253,795 18.11% $4,417,932 14.38 $0.10 23.15 $2.70
ESTIMATED VALUES AT 10/16/2017 % OF FY 2017 LEVY LIMIT
FY 17 LEVY LIMIT 68,769,490 FROM DOR
ADD 2.5% 1,719,237 FROM DOR 2.50%
NEW GROWTH 867,266 FROM LA 13 1.26% Approved 10/19/2017
--------------------------------------------------------
--------------------------------------------------------
FY 2018 LEVY LIMIT 71,355,993
FY 2018
EXCLUDED DEBT = 1,842,681 FROM FY 17 DE-1 FORM 10/04/2017
TOTALS = 73,198,674 MAXIMUM ALLOWABLE LEVY
TOTAL FY2018 ESTIMATED VALUES: FROM Approved LA 4 @ 10/19/2017
CLASS 1 TOTAL 4,169,956,319 4,169,956,319
CIP TOTAL 572,460,446 572,460,446
TOTALS = 4,742,416,765 4,169,956,319 572,460,446
FY 2018
ESTIMATED LEVY = 73,198,674
SHIFT % = 1.00
LEVY SHARE LEVY SHARE
WITHOUT WITH TAX
CLASSIFICATION CLASSIFICATION LEVY
RES PORTION = 87.93% 87.93% 64,362,811
CIP PORTION 12.07% 12.07% 8,835,863
% CHANGE FROM
NON-CLASSIFIED
SHARE OF LEVY
FY 2017 ESTIMATED TAX RATES = RES 15.43 100.00%
CIP 15.43 100.00%
FY 2018 FY 2018
ESTIMATED ESTIMATED
RESIDENTIAL C.I.P.
TAX RATE TAX RATE
15.43 15.43
PAGE 2
RESIDENTIAL C.I.P. TOTAL VALUE
FY 2017 ACTUAL 4,068,321,236 570,245,642 4,638,566,878 FROM 2017 RECAP
FY 2018 ESTIMATED 4,169,956,319 572,460,446 4,742,416,765
TOTAL $ CHANGE = 101,635,083 2,214,804 103,849,887
% CHANGE = 2.50% 0.39% 2.24%
RES CIP
FY 2017 TAX RATES
SHIFT 1.36 = 14.28 20.45
FY 2018 PROPOSED
TAX RATE = 15.43 15.43
FY 18 PROPOSED
CLASS LEVEL = 100.00% 100.00%
$ DIFF IN TAX RATE
FY 18 vs. FY 17 = $1.15 -$5.02
% DIFF IN TAX RATE
FY 18 vs. FY 17 = 8.09% -24.52%
ESTIMATED VALUES AT 10/16/2017 % OF FY 2017 LEVY LIMIT
FY 17 LEVY LIMIT 68,769,490 FROM DOR
ADD 2.5% 1,719,237 FROM DOR 2.50%
NEW GROWTH 867,266 FROM LA 13 1.26% Approved 10/19/2017
--------------------------------------------------------
--------------------------------------------------------
FY 2018 LEVY LIMIT 71,355,993
FY 2018
EXCLUDED DEBT = 1,842,681 FROM FY 17 DE-1 FORM 10/04/2017
TOTALS = 73,198,674 MAXIMUM ALLOWABLE LEVY
TOTAL FY2018 ESTIMATED VALUES: FROM Approved LA 4 @ 10/19/2017
CLASS 1 TOTAL 4,169,956,319 4,169,956,319
CIP TOTAL 572,460,446 572,460,446
TOTALS = 4,742,416,765 4,169,956,319 572,460,446
FY 2018
ESTIMATED LEVY = 73,198,674
SHIFT % = 1.36
LEVY SHARE LEVY SHARE
WITHOUT WITH TAX
CLASSIFICATION CLASSIFICATION LEVY
RES PORTION = 87.93% 83.58% 61,181,900
CIP PORTION 12.07% 16.42% 12,016,774
% CHANGE FROM
NON-CLASSIFIED
SHARE OF LEVY
FY 2017 ESTIMATED TAX RATES = RES 14.67 95.06%
CIP 20.99 136.00%
FY 2018 FY 2018
ESTIMATED ESTIMATED
RESIDENTIAL C.I.P.
TAX RATE TAX RATE
14.67 20.99
PAGE 2
RESIDENTIAL C.I.P. TOTAL VALUE
FY 2017 ACTUAL 4,068,321,236 570,245,642 4,638,566,878 FROM 2017 RECAP
FY 2018 ESTIMATED 4,169,956,319 572,460,446 4,742,416,765
TOTAL $ CHANGE = 101,635,083 2,214,804 103,849,887
% CHANGE = 2.50% 0.39% 2.24%
RES CIP
FY 2017 TAX RATES
SHIFT 1.36 = 14.28 20.45
FY 2018 PROPOSED
TAX RATE = 14.67 20.99
FY 18 PROPOSED
CLASS LEVEL = 95.06% 136.00%
$ DIFF IN TAX RATE
FY 18 vs. FY 17 = $0.39 $0.54
% DIFF IN TAX RATE
FY 18 vs. FY 17 = 2.75% 2.65%
FY 17 10/23/2017
Factor 1.36
Res. Tax Rate $14.28
CIP Tax Rate $20.45
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Residential All Residential + Comm Ind Pt Mxd Comm/Industrial.
Quartile Range Res Part Mixed Use Quartile Range + C & I part Mixed Use & Chapter Land
1st Quartile Median value/tax
Median Value(FY17) $1,000 -$274,000 $157,800 $100 -$51,000 $1,000
Tax Bill (FY17) $2,253 $20.45
Median Valkje (1FY,18) '10 ...$283,000 $168,000 $100 - $50,000 $1,000 chapter land
Tax Bill (FY18) 2353 parcels $2,465 217 parcels $20,110
Diff. Median Value FY18 -FY17 $10,200 $0
Diff. Tax Bill FY18-FY17 $211 $1
%Tax Bill Difference 9.37% 2.64%
2nd Quartile
Median Value (FY17) $274,000-$399,900 $342,300 $50,800-$183,200 $135,000
Tax Bill (FY17) $4,888 $2,761
Median Value (5,118) 21'13,1100 .405„800 $347,900 $50,200 -- 171,000 105,400
Tax Bill (FY18) 2353 parcels $5,104 191 parcels $2,212
Diff. Median Value FY18 -FY17 $5,600 -$29,600
Diff. Tax Bill FY18-FY17 $216 -$548
%Tax Bill Difference 4.41% -19.86%
3rd Quartile
Median Value (FY17) $400,000-$548,200 $473,700 $184,700 -$483,900 $304,600
Tax Bill (FY17) $6,764 $6,394
Mefflan VaWe ('1:x.`"418) $405,11900 - X558,000 $4,84,000 172,500 448,000 $250„400
Tax Bill (FY18) 2354 parcels $7,100 197 parcels $5,466
Diff. Median Value FY18 -FY17 $10,300 -$44,200
Diff. Tax Bill FY18-FY17 $336 -$928
% Tax Bill Difference 4.96% -14.51%
4th Quartile
Median Value (FY17) $548,400-$39,508,500 $661,650 $484,000-20,320,400 $916,300
Tax Bill (FY17) $9,448 $18,738
Median Valu )1- 13) 558,100 ...$40,197,200 $668,900 $453,800-21,158,200 $863,850
Tax Bill (FY18) 2351 parcels $9,813 186 parcels $18,132
Diff. Median Value FY18-FY17 $7,250 -$52,450
Diff. Tax Bill FY18-FY17 $364 -$606
%Tax Bill Difference 3.86% -3.23%
M ;dXs� �n' Fenrrtl /Hor77
%1 w/ CHAPTER
Y
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M1 F 487 7bo tl d�
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,
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$2206
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a $4758
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MEDIAN VAL ALL RESIDEN $405,800
MEDIAN C & I w/o CHAPTER $228,600Ob
MEDIAN C& I w/o CHAPTER $219,300
4, 3
and w/o MIXED USE Ql�f� dfd'�1J F (8 FYf7 $x;550
ESTIMATED VALUES AT 10/16/2017 % OF FY 2017 LEVY LIMIT
FY 17 LEVY LIMIT 68,769,490 FROM DOR
ADD 2.5% 1,719,237 FROM DOR 2.50%
NEW GROWTH 867,266 FROM LA 13 1.26% Approved 10/19/2017
--------------------------------------------------------
--------------------------------------------------------
FY 2018 LEVY LIMI' 71,355,993
FY 2018
EXCLUDED DEBT = 1,842,681 FROM FY 17 DE-1 FORM 10/04/2017
TOTALS = 73,198,674 MAXIMUM ALLOWABLE LEVY
TOTAL FY2018 ESTIMATED VALUES: FROM Approved LA 4 @ 10/19/2017
CLASS 1 TOTAL 4,169,956,319 4,169,956,319
CIP TOTAL 572,460,446 572,460,446
TOTALS = 4,742,416,765 4,169,956,319 572,460,446
FY 2018
ESTIMATED LEVY : 73,198,674
SHIFT % = 1.38
LEVY SHARE LEVY SHARE
WITHOUT WITH TAX
CLASSIFICATIOCLASSIFICATION LEVY
RES PORTION = 87.93% 83.34% 61,005,183
CIP PORTION 12.07% 16.66% 12,193,491
% CHANGE FROM
NON-CLASSIFIED
SHARE OF LEVY
FY 2017 ESTIMATED TAX RATES RES 14.63 94.78328%
CIP 21.30 138.00%
FY 2018 FY 2018
ESTIMATED ESTIMATED
RESIDENTIAL C.I.P.
TAX RATE TAX RATE
14.63 21.30
PAGE 2
RESIDENTIAL C.I.P. TOTAL VALUE
FY 2017 ACTUAL 4,068,321,236 570,245,642 4,638,566,878 FROM 2017 RECAP
FY 2018 ESTIMATE 4,169,956,319 572,460,446 4,742,416,765
TOTAL $ CHANGE : 101,635,083 2,214,804 103,849,887
% CHANGE = 2.50% 0.39% 2.24%
RES CIP
FY 2017 TAX RATES
SHIFT 1.36 = 14.28 20.45
FY 2018 PROPOSED
TAX RATE = 14.63 21.30
FY 18 PROPOSED
CLASS LEVEL = 94.78% 138.00%
$ DIFF IN TAX RATE
FY 18 vs. FY 17 = $0.35 $0.85
% DIFF IN TAX RATE
FY 18 vs. FY 17 = 2.45% 4.16%
ESTIMATED VALUES AT 10/16/2017 % OF FY 2017 LEVY LIMIT
FY 17 LEVY LIMIT 68,769,490 FROM DOR
ADD 2.5% 1,719,237 FROM DOR 2.50%
NEW GROWTH 867,266 FROM LA 13 1.26% Approved 10/19/2017
--------------------------------------------------------
--------------------------------------------------------
FY 2018 LEVY LIMIT 71,355,993
FY 2018
EXCLUDED DEBT = 1,842,681 FROM FY 17 DE-1 FORM 10/04/2017
TOTALS = 73,198,674 MAXIMUM ALLOWABLE LEVY
TOTAL FY2018 ESTIMATED VALUES: FROM Approved LA 4 @ 10/19/2017
CLASS 1 TOTAL 4,169,956,319 4,169,956,319
CIP TOTAL 572,460,446 572,460,446
TOTALS = 4,742,416,765 4,169,956,319 572,460,446
FY 2018
ESTIMATED LEVY = 73,198,674
SHIFT % = 1.39
LEVY SHARE LEVY SHARE
WITHOUT WITH TAX
CLASSIFICATION CLASSIFICATION LEVY
RES PORTION = 87.93% 83.22% 60,916,824
CIP PORTION 12.07% 16.78% 12,281,850
% CHANGE FROM
NON-CLASSIFIED
SHARE OF LEVY
FY 2017 ESTIMATED TAX RATES = RES 14.61 94.64600%
CIP 21.45 139.00%
FY 2018 FY 2018
ESTIMATED ESTIMATED
RESIDENTIAL C.I.P.
TAX RATE TAX RATE
14.61 21.45
PAGE 2
RESIDENTIAL C.I.P. TOTAL VALUE
FY 2017 ACTUAL 4,068,321,236 570,245,642 4,638,566,878 FROM 2017 RECAP
FY 2018 ESTIMATED 4,169,956,319 572,460,446 4,742,416,765
TOTAL $ CHANGE = 101,635,083 2,214,804 103,849,887
% CHANGE = 2.50% 0.39% 2.24%
RES CIP
FY 2017 TAX RATES
SHIFT 1.36 = 14.28 20.45
FY 2018 PROPOSED
TAX RATE = 14.61 21.45
FY 18 PROPOSED
CLASS LEVEL = 94.65% 139.00%
$ DIFF IN TAX RATE
FY 18 vs. FY 17 = $0.33 $1.00
% DIFF IN TAX RATE
FY 18 vs. FY 17 = 2.30% 4.91%
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B make money.Hard to find this nice. For Junk Cars 8 Trucks,Call 800-694436 r
at only$12900.Call 978462-3088 Honda Odyssey 2004 EXL $$ WE PAY THE MOST$$
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Call 6C3-770-7480 www.salisburysalvage.com
i
F-350 2011 SUPER DUTY 04 4 DR NOTICES_
'ERCAB KNAPHIEDE UTILTITY BODY.
R HD 8 FT MINUTE MOUNT 2 PLOW. PUBLIc
:R CLEAN CARFAX WELL MAINTAINED,
NER,AUTOMATIC,4X4,UTILITY BODY.
:ED AT$16,900 CALL 978-462-3088
)RD RANGER 2001 - e
5 speed,extended cab,4x4, ITICE OF PUBLIC HEARING
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Call978-281-1791ME UEN BOARD OF HEALTH
NOTICE OF PUBLIC HEARING
PROPERTY CLASSIFICATION In ccardance with Chapter
In accordance with Chapter 40, 111 Setion 31 of Massachusetts
General Lew a public hearing of
Section 56,and other applicable pro-
' visions of the Massachusetts Gener- the Methuen E3 of Health will
al Laws, notice is hereby given that take place on Tuesday November
the Board of Selectmen will conduct 14, 2017 at ce coom of the Sear-
in the second
a Public Hearing on Monday, No- floor
conference
CSIF,RRA2008 3500 HD DEW 6.6L vember 13, 2017, at 7:00 p.m. in les Building,
roo. The meeting will be
to adopt regulations regarding the
ramax diesel 2 WD utility body truck the Meeting Room at Town Hall, 120
iwnerclean carfax,A31ison transmission, Main Street, North Andover, MA for
placement,permitting,maintenance,
narc,all power,knapheitle utility body. the purpose of obtaining oral/written number allowed, fees and respon-
upe'r clean.Priced at oniv$14900. comments from citizens regarding sibiliftes of all permanent and tem-
Cali today 978-462-3088classification and taxation of proper- porary dumpsters and collection
ty according to use. Any citizen hav- bins Intended for the collection of
— salvageablersonal property, Pro- I
ing questions regarding this public posed re taons may be viewed at
hearing should contact the office of the Cray"'of Methuen Health Depart-
the Town Manager at 978-688-9510. me,t' 41 Pleasant St., Suite 203,
Phil DeCologero '
t Methuen prior to the meeting.
1 r Board of Selectmen
ET—10/30/17
ET—10/30/17
li
Y EXPRESS VAN 2012 `, (SEAL)
Tor,27,000 miles,white,V8,pow'6r" 4 COMMONWEALTH OF
ng,power brakes,AC,comes with MASSACHUSETTS
pletecahinetry$18,000(bestoffer. (- EAL) LAND COURT
B03)362-6221 COMMONWEALTH OF
MASSACHUSETTS DEPARTMENT OF THE TRIAL
LAND COURT COURT
DEPARTMENT OF THE TRIAL 17 SM 005617
COURT ORDER OF NOTICE
17 SM 005614 TO:
RN ORDER OF NOTICE Siderlei Amarildo Dorosario and
TO: Tracey E.Hannagan,
William G.Egan, and to all persons entitled to the
rRA and to all persons entitled to the benefit of the Servicemembers Civil
benefit of the Servicemembers Civil Relief Act,50 U.S.C.App,F 3901 et
Relief Act,50 U.S.C.App.§3901 et seq.:
seq.: U.S. Bank Trust, N.A., as Trust-
1H U.S.Bank Trust,N.A.,as Trustee ee for LSF8 Master Participation
for LSF9 Master Participation Trust Trust claiming to have an interest in
I^ claiming to have an interest in a a mortgage covering real property
I a mortgage covering real property in in Lawrence, numbered 114 Byron
Methuen, numbered 241 Oakland Avenue, given by: Siderlei Amarildo
APPROXIMATELY Avenue,given by:Ann E.Egan and Dorosario and Tracey E. Hannagan
William G.Egan to Ameriquest Mort- to Household Finance Corporation
150 PAPERS gage Company, dated October 23, ll,dated February 22,2007,and re-
2004,and recorded at Essex Coun- corded at Essex County(Northern
APPROXIMATELY ty (Northern District) Registry of District) Registry of Deeds in Book
150 PAPERS Deeds In Book 9173,Page 327,and 10642, Page 76, and now held by
now held by Plaintiff by assignment, Plaintiff by assignment, has/have
;HKO 800-836-7800 has/have filed with this court a com- filed with this court a complaint for
plaint for determination of Defen- determination of Defendant's/De-
dant's/Defendants'Servicemembers fendants' Servicemembers status.
1LL STEVE TRAVERSO status. If you now are, or recently If you now are, or recently have
have been,in the active military ser- been, in the active military service
800-836-7800 vice of the United States of America, of the United States ofAmerica,then
then you may be entitled to the bene- you may be entitled to the benefits
APPROXIMATELY fits of the Servicemembers Civil Re- of the Servicemembers Civil Relief
100 PAPERS lief Act.If you object to a foreclosure Act. If you object to a foreclosure
CALL CHRIS GRECO of the above mentioned property on of the above mentioned property on
800-836-7800 that basis,then you or your attorney that basis,then you or your attorney
must file a written appearance and must file a written appearance and
AVE A VALID DRIVER'S LICENSE, answer in this court at Three Pem- answer in this court at Three Pem-
ELIABLE TRANSPORTATION. berton Square,Boston,MA 02108 berton Square,Boston,MA 02108
ependentcontractors. on or before NOV 27 2017 or you on or before NOV 27 2017 or you
36.7800 will be forever barred from claiming will be forever barred from claiming
that you are entitled to the benefits that you are entitled to the benefits
of said Act. of said Act.
Witness, Judith C, Cutler, Chief Witness, Judith C. Cutler, Chief
rw_ " Justice of said Court on October 13, Justice of said Court on October 13,
2017 2017
Attest: Deborah J.Patterson Attest: Deborah J,Patterson
t= Recorder Recorder
53702 (Egan) FEI# 1078.02184 53889 (Hannagan) FEI #
10/30/2017, 1078.02455 10/30/2017,
ET—10/30117 ET—10/30/17
,R
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Merril Valley C.1"t-inf."d _,o nn',i,.er(
---------- The Best Investment For Your Business ----------
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264 Essex Street Lawrence, MA 01840 e Phone: 978-686-0900 Fax: 978-794-9953
www.merrimackvalleychamber.com Linked Im
November 8, 2017
Phil DeCologero
Chairman
Board of Selectmen
Town of North Andover,Town Offices
120 Main Street
North Andover, MA 01845
Re: Tax Classification
Dear Chairman DeCologero and Members of the Board:
On behalf of the Chamber of Commerce members from North Andover, please accept this letter in support of
the Chamber's position that we respectfully submit, that property taxes continue to remain one of the
addressable costs of doing business within North Andover.
The business and industrial community within North Andover, continue to face increasing competition for
retail, manufacturing jobs and services.
The competition for an active downtown, manufacturing and professional services remain ever present. As
such, the reduction of property taxes serves to assist these companies to remain viable and to keep literally
thousands of jobs,while still paying a fair property tax.
The ever rising costs to business and industry not only affect the large companies,but in nearly all cases, small
and mid-size manufacturing and retail companies face even greater pressure in making payrolls and paying
lease/mortgage obligations.
The property tax cost is one area where a reduction can, and will, assist companies in remaining competitive
and assist their continued operation, during the time of a national economic slowdown.
The Chamber, in recognition of these and other related factors,respectfully request that the Town of North
Andover reduce the business and industry tax classification rate.
Thank you for your consideration.
Very truly,
it Carpenter
Vice President
Cc: Town Manager Andrew Maylor
� ROPERTIES
vmruiommnmimimimmmmmmmm�rvmimn�mawm�
Jeffrey K Bi,ow n, Esquire
November 9, 2017
Andrew Maylor,Town Manager
Town of North Andover
120 Main Street
North Andover, MA 01845
Re. 1210 Osgood Street Mixed Use Development
Dear Mr. Maylor;
As you know, for the past 2 years we have worked in a cooperative fashion with the Town and its boards
and commissions to design a mixed-use development on the Route 125 corridor. On behalf ofthe Princeton-
Forgetta development team, we are thrilled that the Massachusetts Executive Office of Housing &
Economic Development has given preliminary approval of a $2,700,000 MassWorks Grant to fund traffic
and roadway improvements along the Route 125 corridor as a public project, including improvements
associated with our development. This grant will provide a traffic signal and improvement to the roadway
traffic design for the Baker Street, Old Farm Road and french Farm Road residential neighborhoods.
Additional improvements include extensions of the sidewalk systems northerly and Southerly to the Butcher
Bay Plaza to increase pedestrian access to these commercial businesses.
As you can imagine, it takes a great deal of engineering and survey work to design these roadway
improvements through the Mass DOT process. Similarly,there is additional engineering and survey work
to supervise these roadway improvements. This letter is intended to assure the Town of North Andover
that the town will bear no cost to find either the design, permitting and construction supervision of this
public project along Route 125. The Princeton-Forgetta development team have covered the engineering
and survey cost to date for the design and MassDOT approval of the roadway improvements. Princeton
and Forgetta will also continue to be responsible in a manner that does not involve the Town for any
additional engineering and survey work to supervise the construction of this public project by donating
these costs for professional services through the development team.
If you have any questions, please feel free to contact me.
Cordially,
Jeffrey M. B own
cm
cc; Andrew Chaban
Dan Endyke
Robert Bohlen
.lean Enright
1115 'WesLfoi"cl Sure,., V...oweH, MA 01851. ll ll. 9'78.458.8700 llm4x. 97 .4r. 3.5637 www.
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INTEROFFICE MEMORANDUM
DUM
DATE: November 8,2017
TO: Andrew Maylor,Town Manager
FROM: Jim Stanford,Director of DPW
CC: Ray Santilli,Assistant Town M ager
Tim Willett,Operations Manager
RE: Request to Surplus Vehicles and Equipment
I am requesting that the Board of Selectmen sInas the following equipment that has beendetermined
y DPWM ics to be beyond their useful life and win be traded in on new equipment shortly.
{Manufacture &
Year ModelVin # Plate# Veh# Mileage/Hours f
2005 -Chevrolet Traiiblazer 1GNDT93S552223259 M6204 2 54,251 mi � 1
1994 Bandit Chipper 4FMU a15164RO19745 NA70216 35 4,151 hrs
2011 Kubota ZD331 LP zero tum 72"mower N/A 91 1,414 hrs
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If youshould have any questions,please do not hesitate to contact me. t
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AGENDA COVER MEMORANDUM
To: Board of Selectmen
Thru: Andrew W. Maylor
From: Laurie Burzlaff, Executive Assistant
Date: November 13, 2017
Re: Christmas tree lighting
Request from: Festival Committee
For: Approval to use the Town Common for a Christmas tree lighting on Sunday, November
26, 2017 from 4:30PM-6:30PM
Reviewed by,
Police Department
Notes: No conditions
Fire Department
Notes: No conditions
Public Works
Notes: No conditions
TOWN OF NORTH ANDOVER
FESTIVAL COMMITTEE
120 MAIN STREET
NORTH ANDOVER, MASSACHUsurrs 01845
tjORTH
&S CHUS
November 2, 2017
The Honorable Board of Selectmen
Phil DeCologero Chairman
Town Building
120 Main Street
North Andover,Mass. 01845
The Honorable, Phil DeCologero Chairman and the Board of Selectmen:
The Festival Committee is requesting permission to hold the family friendly event of the
official tree lighting on the common.
On behalf of the North Andover Festival Committee. I respectfully request the use of the
North Andover Common for the Official Christmas Tree Lighting Celebration. This will be
held on Sunday,November 26th from 4:30PM until 6:30PM on the common. Hot
chocolate and sugar cookies will be served to participants free of charge. This year's Santa
parade grand marshal will light the Christmas tree Caroling, led by carolers from the high
school,will be encouraged before and during the tree lighting and Santa will make an
appearance and children are encouraged to visit him. We encourage our Board of
Selectmen to participate in the holiday event.
The Festival Committee respectfully requests that all municipal associated fees for goods
and services be waived for this event.
Respectfully submitted,
e,7
Jeffrey J. Coco
Co chairperson
North Andover Festival Committee
Application for the Use of the North Andover Town Common
Please read the attached"Regulations for the Use of the North Andover Town Common"before
completing this application.
Section 1:General Information
Name of North Andover group or individual applying for use of the Town Common:
Festival Committee
Note:The applicant,if an individual must be a resident of North Andover or,if a non-profit
organization must have its principal place of business located in North Andover.
North Andover Address of Group or Individual 120 Main St. North Andover
Name"of Contact Person: Jeff Coco
Phone Number of Contact Person: 978-682-5212 or 978-490-6505
Email Address of Contact Person: cocoema iuno.co
Date(s)that Town Common use is requested:®November 26 2017
Note: Use is limited to one day only with allowances for set up and removal one half-day prior to the
use and one half day after use,unless it is considered a holiday display pursuant to Section 9(b)of the
Town Common Use regulations. Holiday displays may be allowed from the Thanksgiving Day until the
following January 7th.
A) Is the purpose of the use of the Town Common to for the public display of art, banners,signs and
symbols? Yes_._ X No
B) Is the purpose of the use of the Town Common to conduct an event where more than twenty people
may assemble and/or participate?
X Yes No
If the answer to Question A is yes,please complete Section 2, if the answer to Question 8 is yes,please
complete Section 3. If the Answer to Questions A& 8 are both yes,please complete both Section 2 and
Section 3.
Section 2:Use of the Town Common for the Purpose of Display:
Please describe what you will be displaying including a detailed description and dimensions:
N/A
Please provide a sketch or picture of what you will be displaying.
Will you need access to electricity for your display? If yes,for what purpose
NA
Please indicate on the attached map approximately where on the Town Common the display will be
erected
Section 3: Use of the Town Common for the Purpose of Conducting an Event.
Please describe the nature and purpose of the event:
Official tree lighting celebration with caroling and refresments 4:30PM-6:30 PM
The event will begin at 3:00 PM (setup) a.m./p.m. and end at 7:30 PM (Clean up) a.m./p.m.
In total, how many individuals do you anticipate attending the event?_400
At any one time during the event, what is the maximum number of people expected to be on the
common? 400
Please indicate on the attached map approximately where on the Town Common the event will take
place. Note:We are requesting the use of the full common.
Who will be the person or persons representing the applicant who will be present throughout the
event? If these persons will be taking shifts, please provide the time of their shifts:
Jeff Coco
Will you be erecting any temporary structures on the common such as tents,fences, athletic
equipment?Yes If yes, please describe the size and type of structures: easy-up tents for hot
chocolate and sugar cookie distribution and Santa
Will you need access to electricity for this event? yes If yes,for what purpose: public address
equipment
Will you be serving any food or beverages during the event ? Hot Chocolate,Sugar Cookies
Will you be charging a fee for any services provided such as food, beverages,games, races, etc.?
no If yes; please provide a fee schedule and attach
Please describe where vehicles of participants in the event will park:
Please describe what your clean up plans consist of in terms of number of people assisting in the clean
up, how trash will be removed from the common and disposed, etc: Trash (coffee cups)will be carried
out and or placed in trash receptacles. Requesting additional trash barrels from the DPW
Section 4:Acknowledgements and Signatures
By submitting this application,the signer of this form agrees to the following:
1)That the signer is duly authorized to sign the application on behalf of the applicant and is a resident of
North Andover or works for a non-profit organization whose principal place of business is located in
North Andover.
2)That the user of the common will comply with all rules, regulations and conditions applicable to the
use of the common.
3)That the user of the common will hold the Town, its employees and agents harmless from any and all
claims,suits,causes of action,judgments and demands of any nature made or obtained by third parties
which result from activities or actions of the Town of North Andover, its agents or servants under this
permit and if the judgment is entered against the Town of North Andover,said judgment will be paid by
said applicant together with all interest thereon.
Signed_
:..
Printed Name:Jeffrey J.Coco
Date: 11- 2-17
Return completed application to:
North Andover Town Hall
Town Manager's Office
120 Main Street
North Andover, MA 01845.
978-688-9510—Phone
978-688-9556—Fax
tmsecretary@townofnorthandover.com
MASS.AVE.
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Requesting use of the < '
OSGOOD ST.
whole common -
ANDOVER ST.
HAY SCALES
��, •
INTEROFFICE MEMORANDUM
DATE: November 8, 2017
TO: Laurie Burzlaff, Executive Assistant
FROM: Jim Stanford
CC:
RE: Tree Lighting Ceremony
The Division of Public Works has no objection to the request from Jeff Coco, of the North Andover
Festival Committee, to hold the Tree lighting event on the Town Common on Sunday,November 26,
2017 from 4:30pm until 6:30pm.
If Jeff needs any assistance from the DPW, please have him contact my office.
i
TOWN OF NORTHANDOVER, MASSACHUSETTS "
7I ,
Fire Department
795 Chickering Road,North over,M4 01845
Telephone 978-688-9590 Fax 978-688-9594
To:Board of Selectmen
From Chief William A.McCarthy
Date:November 9,2017
Re:Tree lighting November 26,2017 North Andover Common
d
The Fire Department has no special requirements for this event
Sincerely,
I/
William A. McCarthy
Fie chief
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Proudly Serving Since 1921
1
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M NORTH ANDOVER
---Community Partnership---
Operations Division
Lieutenant Daniel P. Lanen
TO: Laurie Burzlaff
FROM: Lieutenant Daniel P. Lanen
RE: Lighting Ceremony
DATE: November 9, 2017
Please be advised that the attached Use of the North Andover Town Common by the North Andover
Festival Committee, has been reviewed. We do not have any issues regarding parking or traffic
safety with the information provided. The area has adequate parking for the event. The sector car
will be assigned if available to assist vehicular and foot traffic for the lighting of the tree on
November 26th at 4:30pm.
iM
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AGENDA COVER MEMORANDUM
To: Board of Selectmen
Thru: Andrew W. Mlaylor
From: Laurie Burzlaff, Executive Assistant
Date: November 9, 2017
Re: Appointments
The appointment subcommittee is recommending Brooke A. Paige be appointed to the Cultural Council
through June 30, 2020.
North Andover, MA
120 Main Street
Phone:978-688-9500
Volunteer Form
Good Government Starts with You
Date Submitted: August 24,2017
Name: Brooke A.Paige
Home Address: 810 Salem Street
NORTH ANDOVER,MA 01845
Mailing Address: 810 Salem Street
NORTH ANDOVER,MA 01845
Phone Number(s): (617)595-6936-Cell
Email Address: brooke7continentscollaboration.corn
Current Occupation/Employer: Staff Vice President and Chief of Staff,HealthCore,Inc./Anthem,Inc.
Narrative: I am new to North Andover,and was inspired to apply for a committee role after meeting the
Conservation Commission last evening. That said,the Cultural Council interests me greatly.
The arts have played a major role in my life,and especially my childhood. i went to an art
school from the time I was 5 through graduating high school,and in undergrad,my major was in
Music. As Chief of Staff for a wholly-owned subsidiary of a Fortune 30 Company,I produce
many major events,including our internal company meetings and many external marketing
events. My team is also responsible for producing marketing collateral as well as social media. I
would welcome the opportunity to discuss how I could support the Council's goals.
oar (s)/Committee(s): CULTURAL COUNCIL
Page 1/1
TOWN OF NORTH ANDOVER
OFFICE OF
TOWN CLERK
120 MAIN STREET
NORTH ANDOVER,MASSACHUSETTS 01845
tjORTH
Joyce A.Bradshaw,CMMC 0 , Telephone(978)688-9501
Town Clerk, FAX(978)688-9557
S GHUSEt
MEMORANDUM
TO: Richard M. Vaillancourt, Chairman, Licensing Commission
Members of the Board of Selectmen
Andrew Maylorjown Manager
FROM: Suzanne M. Pelich,Asst. Town Clerk
DATE: November 13, 2017
SUBJECT: One Day Liquor License Requests
Attached please find five one day wine &malt liquor license applications from Paul Gallant, on
behalf of Merrimack College. The events are to be held on the 16th, 17'h, 18'h, 20'h& 301h of
November.
Included are recommendations from the Police Department, Fire Department and the Building
Inspector.
Please do not hesitate to contact me if you have any questions or concerns.
Thank you.
TOWN OF NORTH ANDOVER
ONE DAY LIQUOR LICENSE APPLICATION
(30 DAY NOTICE STRONGLY RECOMMENDED)
Organization holding event: MERRIMACK COLLEGE
Name &Address of Responsible Party: MERRIMACK COLLEGE/Paul Gallant
315 TURNPIKE ST, NORTH ANDOVER, MA-01845
Contact Number&e-mail gallantp@merrimack.edu
978-837-3523
Location of Event: Rogers Center for the Arts
Type of Event—Theater Concessions and Post Show Event
Is the event being catered? Yes X No
Name of Caterer SODEXO FOOD SERVICE
Date &Time of Event: 11/16/17 6:30pm-11:30pm
Non Profit Organization Other Than Non Profit
Wine& Malt X All Alcohol Wine & Malt
ALCOHOL MUST BE PURCHASED BY THE LICENSEE FROM A WHOLESALER
Has permission been received from the property owner to hold this event? YES
Who is serving the alcohol?_SODEXO/MERRIMACK COLLEGE
Does the server have liquor liability insurance? YES
Have servers had training in alcohol service? TIPS CERTIFIED
I,the undersigned, understand and agree to the restriction and responsibilities of holding a One Day
Alcohol License and certify that I am not prohibited from holding such license. I agree that the Town of
North Andover is in no way responsible for the actions of the applicant.
Applicant's Signature Date
Massachusetts General Laws, Chapter 138, s 14
TOWN OF NORTH ANDOVER
ONE DAY LIQUOR LICENSE APPLICATION
(30 DAY NOTICE STRONGLY RECOMMENDED)
Organization holding event: MERRIMACK COLLEGE
Name&Address of Responsible Party: MERRIMACK COLLEGE/Paul Gallant
315 TURNPIKE ST, NORTH ANDOVER, MA-01845
Contact Number&e-mail gallantp@merrimack.edu
978-837-3523
Location of Event: Rogers Center for the Arts
Type of Event—Theater Concessions
Is the event being catered? Yes X No
Name of Caterer SODEXO FOOD SERVICE
Date &Time of Event: 11/17/17 6:30pm-10:30pm
Non Profit Organization Other Than Non Profit
Wine& Malt X All Alcohol Wine & Malt
ALCOHOL MUST BE PURCHASED BY THE LICENSEE FROM A WHOLESALER
Has permission been received from the property owner to hold this event? YES
Who is serving the alcohol?_SODEXO/MERRIMACK COLLEGE
Does the server have liquor liability insurance? YES
Have servers had training in alcohol service? TIPS CERTIFIED
I,the undersigned, understand and agree to the restriction and responsibilities of holding a One Day
Alcohol License and certify that I am not prohibited from holding such license. I agree that the Town of
North Andover is in no way responsible for the actions of the applicant.
Applicant's Signature Date
Massachusetts General Laws, Chapter 138, s 14
TOWN OF NORTH ANDOVER
ONE DAY LIQUOR LICENSE APPLICATION
(30 DAY NOTICE STRONGLY RECOMMENDED)
Organization holding event: MERRIMACK COLLEGE
Name &Address of Responsible Party: MERRIMACK COLLEGE/Paul Gallant
315 TURNPIKE ST, NORTH ANDOVER, MA-01845
Contact Number&e-mail gallantp@merrimack.edu
978-837-3523
Location of Event: Rogers Center for the Arts
Type of Event—Theater Concessions (2 performances)
Is the event being catered? Yes X No
Name of Caterer SODEXO FOOD SERVICE
Date &Time of Event: 11/18/17 1:30pm-10:30pm (matinee and evening performances)
Non Profit Organization Other Than Non Profit
Wine & Malt X All Alcohol Wine& Malt
ALCOHOL MUST BE PURCHASED BY THE LICENSEE FROM A WHOLESALER
Has permission been received from the property owner to hold this event? YES
Who is serving the alcohol?_SODEXO/MERRIMACK COLLEGE
Does the server have liquor liability insurance? YES
Have servers had training in alcohol service? TIPS CERTIFIED
I,the undersigned, understand and agree to the restriction and responsibilities of holding a One Day
Alcohol License and certify that I am not prohibited from holding such license. I agree that the Town of
North Andover is in no way responsible for the actions of the applicant.
Applicant's Signature Date
Massachusetts General Laws, Chapter 138, s 14
TOWN OF NORTH ANDOVER
ONE DAY LIQUOR LICENSE APPLICATION
(30 DAY NOTICE STRONGLY RECOMMENDED)
Organization holding event: MERRIMACK COLLEGE
Name&Address of Responsible Party: MERRIMACK COLLEGE/PAUL GALLANT
315 TURNPIKE ST, NORTH ANDOVER, MA-01845
Contact Number&e-mail Gallantp@merrimack.edu
978-837-3523
Location of Event: Rogers Center for Performing Arts
Type of Event—Interdisciplinary Institute Reception
Is the event being catered? Yes X No
Name of Caterer SODEXO FOOD SERVICE
Date&Time of Event: 11/20/17 5pm-8:30pm
Non Profit Organization Other Than Non Profit
Wine & Malt X All Alcohol Wine & Malt
ALCOHOL MUST BE PURCHASED BY THE LICENSEE FROM A WHOLESALER
Has permission been received from the property owner to hold this event? YES
Who is serving the alcohol?_SODEXO/MERRIMACK COLLEGE
Does the server have liquor liability insurance? YES
Have servers had training in alcohol service? TIPS CERTIFIED
I,the undersigned, understand and agree to the restriction and responsibilities of holding a One Day
Alcohol License and certify that I am not prohibited from holding such license. I agree that the Town of
North Andover is in no way responsible for the actions of the applicant.
Applicant's Signature Date
Massachusetts General Laws, Chapter 138, s 14
TOWN OF NORTH ANDOVER
ONE DAY LIQUOR LICENSE APPLICATION
(30 DAY NOTICE STRONGLY RECOMMENDED)
Organization holding event: MERRIMACK COLLEGE
Name&Address of Responsible Party: MERRIMACK COLLEGE/Paul Gallant
315 TURNPIKE ST, NORTH ANDOVER, MA-01845
Contact Number&e-mail gallantp@merrimack.edu
978-837-3523
Location of Event: Crowe Hall/Parking Lot A
Type of Event—Groundbreaking for New Welcome Center
Is the event being catered? Yes X No
Name of Caterer SODEXO FOOD SERVICE
Date&Time of Event: 11/30/17 3:30pm-9:30pm
Non Profit Organization Other Than Non Profit
Wine&Malt X All Alcohol Wine & Malt
ALCOHOL MUST BE PURCHASED BY THE LICENSEE FROM A WHOLESALER
Has permission been received from the property owner to hold this event? YES
Who is serving the alcohol?_SODEXO/MERRIMACK COLLEGE
Does the server have liquor liability insurance? YES
Have servers had training in alcohol service? TIPS CERTIFIED
I,the undersigned, understand and agree to the restriction and responsibilities of holding a One Day
Alcohol License and certify that I am not prohibited from holding such license. 1 agree that the Town of
North Andover is in no way responsible for the actions of the applicant.
Applicant's Signature Date
Massachusetts General Laws, Chapter 138,s 14
• TOWN OF NOR TH AND 0 VER, MASSACHUSETTS '
Fire Department ;
795 Chickering Road North Andover; MA 01845
Telephone 978-688-9590 Fax 978-688-9594
To: Suzanne Pelich October 25, 2017
From: Lt Robert Bonenfant
Re: Merrimack College
The Fire Department has reviewed the request from Merrimack College for a two one day liquor
licenses to be used at the Rogers Center for Performing Arts on the following dates..
November 16, from 6:30 till 11:30 pm
November 17, from 6:30 till 10:30 pm
November 18 from 1:30 till 10:30 pm
We do not have issues with these request.
Lt Robert Bonenfant
�y
Fire Prevention Officer
North Andover Fire Department
Proudly Serving Since 1921
TOWN OF NORTHANDOVER, MASSACHUSETTS ' {
F
Fire Department ;%�
795 Chickering Road, North Andover, MA 01845
Telephone 978-688-9590 Fax 978-688-9594
S
3
i
From: Deputy Chief Graham Rowe November 6, 2017
To: Suzanne Pelich
Re: Merrimack College one day liquor license
The Fire Department has reviewed the request from Merrimack College for a one day liquor license to
be used Rogers Center for Performing Arts on November 20, 2017 from 5:00p-8:30p. During the event
we require exit egresses to remain open and unobstructed. If this requirement is followed, then we do
no have any issues with this request.
:
Graham Rowe {
Deputy Fire Chief
North Andover Fire Department
s
Proudly Serving Since 1921
I
TOWN OF NORTHANDOVER, MASSACHUSETTS
Fire Department �
795 Chickering Road, North Andover, MA 01845
Telephone 978-6889590 Fax 978-688-9594
From: Deputy Chief Graham Rowe November 6,2017
To: Suzanne Pelic
Re: Merrimack College one day liquor license
The Fire Department has reviewed the request from Merrimack College for a one day liquor license to
be used in the Crowe Hall/Parking Lot A on November 30, 2017 from 3:30p- 9:30p. I have spoken
with Mr. Gallant and he has stated this will be contained to the lot and we will have access to the
buildin s during this event. We do not have any issues with this request.
Graham Rowe
Deputy Fire Chief
North Andover Fire Department
z
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11,
a
Proudly Serving Since 1911
E
r
Lieutenant Daniel P. Lanen
TO: Suzanne Pelich
FROM: Lieutenant Daniel P.Lanen
RE: One Day Liquor License Requests-Merrimack College
November 16,2017 6:30 PM- 11:30 PM Rogers Center
November 17, 2017 6:30 PM- 10:30 PM Rogers Center
November 18, 2017 1:30 PM- 10:30 PM Rogers Center
DATE: October 27,2017
Please be advised that the following requests for one day liquor licenses have been reviewed. The
Police Department recommendation would be that any alcohol being served be in conformance with
applicable General Laws,including,but not limited to,MGL Chapter 138, consisting of various
applicable sections. The Police would also recommend that all servers for the events be TIP
certified. TIPS certification for all servers shall be provided prior to the event. Also, all alcohol for
the event needs to be purchased from an authorized ABCC wholesaler or distributor. Copies of these
invoices shall be turned into the Office of the Chief of Police no later than one(1)week from the
event. These can be delivered United State Postal Service,Electronically,or hand delivered.
1475 Osgood Street,North Andover,Massachusetts 01845 Telephone:978-683-3168 Fax;976-661-1172
NORTH ANDOVER
/1
q
---Community Partnership---
Operations Division
Lieutenant Daniel R Lanen
TO: Suzanne Pelich
v�
FROM; Lieutenant Daniel P. Lanen
: ......,
RE: One Day Liquor License Requests-Merrimack College
October 20,2017 5:00 PM- 8:30 PM Rogers Center
October 30,2017 3:30 PM-9:30 PM Crowe Hall
DATE: November 3, 2017
Please be advised that the following requests for one day liquor licenses have been reviewed. The
Police Department recommendation would be that any alcohol being served be in conformance with
applicable General Laws,including,but not limited to,MGL Chapter 138, consisting of various
applicable sections. The Police would also recommend that all servers for the events be TIP
certified. TIPS certification for all servers shall be provided prior to the event. Also,all alcohol for
the event needs to be purchased from an authorized ABCC wholesaler or distributor. Copies of
these invoices shall be turned into the Office of the Chief of Police no later than one(1) week from
the event. These can be delivered United State Postal Service,Electronically, or hand delivered.
1
1475 Osgood Street„North Ardover,Massachusetts 09845 elephone,97MB3-3168 Fax.978-681.1172
I
sown or Norm Andover Mail-Re:Scan from Clerk's Office
No � ANQPVR
aches° Suzanne Pelich<spelich@northandoverma.gov>
..
® Scan from lerk"s Office
1 message
Donald Belanger<dbelanger@northandove a.go Tue, Oct 24, 2017 at 3:09 PM
To: Suzanne Pelich <spelich@northandoverma.gov>
Cc: Robert Bonenfant<rbonenfant@northandoverma.gov>, Daniel Lanen <dlanen@napd.us>
Suzanne,
The Building Department has no issues with a one day liquor license(wine&malt)at Merrimack College for the following location;
Rogers Center for the Arts
11/16/2017 6:30pm - 11:30pm Wine& Malt
11/17/2017 6:30pm - 10:30pm Wine& Malt
11/18/2017 1:30pm - 10:30pm Wine& Malt
Donald Belanger
On Mon, Oct 23, 2017 at 10:50 AM, Suzanne Pelich <spelich@northandoverma.gov>wrote:
Good Morning,
Attached please find three one day liquor license applications from Merrimack College if you could please send me your recommendations.
Thank you,
Suzanne
----------Forwarded message----------
From: <spiceworks northandoverma.gov>
Date: Mon, Oct 23, 2017 at 10:47 AM
Subject: Scan from Clerk's Office
To: Suzanne<spelich nortandoverma.gov>
This E-mail was sent from"Clerks-Ricoh-SP-5210SR"(Aficio SP 5210SR).
Scan Date: 10.23.2017 10:47:38(-0400)
Queries to: spiceworks@northandoverma.gov
4
Suzanne M. Pelich
h ps:Hmail. oo le. m/ aiVu/O/?ui=2&ik= f5 78 ad jsver— kabh6w G .en.&view=pt&search=inbox th=l 5f4fca5849a3ec4&siml=15f4fca5849a3ec4 1/2
sown or North Andover Mail-Re:Scan from Clerk's Office
.NOR r, � C?VER
Mas,,sachu ��G�G/Jif Suzanne Pelich<spelich@northandoverma.gov>
® Scan from Office
1 message
I oinalld Belanger<dbelanger nortl,iaridove a.gov> Fri, Nov 3, 2017 at 1:15 PM
To: Suzanne Pelich <spelich@northandoverma.gov>
Cc: Robert Bonenfant<rbonenfant@northandoverma.gov>, Daniel Lanen <dlanen@napd.us>
Suzanne,
The Building Department has no issues with a one day liquor license(wine&malt)at Merrimack College for the following location;
Rogers Center for the Arts
11/20/2017 5:00pm - 8:30pm Wine&Malt
Crowe Hali/Parking lot A
11/30/2017 3:30pm - 9:30pm Wine&Malt
On Thu, Nov 2, 2017 at 4:05 PM, Suzanne Pelich <spelich nortan overma. ov>wrote:
Good Afternoon,
Attached please find two one day wine and malt applications from Merrimack College.lf you could please send me your recommendations as soon as possible.
Because of the holiday coming up I have to get the paperwork to the B.O.S. sooner than usual.
Thank you,
Suzanne
----------Forwarded message----------
From: <spiceworks@northandoverma.gov>
Date:Thu, Nov 2, 2017 at 4:02 PM
Subject: Scan from Clerk's Office
To: Suzanne<spelich@northandoverma.gov>
I
This E-mail was sent from"Clerks-Ricoh-SP-5210SR"(Aficio SP 5210SR).
Scan Date: 11.02.2017 16:02:35(-0400)
Queries to: spiceworks@northandoverma.gov
Suzanne M. Pelich
,Assistant Town Clark
https:/Imail.google.com/maiVu/O/?ui=2&ik=ODf5O782ad&jsver--ZOgYGgvFjfY.en.&View=pt&search=inbox&th=15f82elcaaebeea8&siml=15f82eloaaebeea88 1/2
TOWN OF NORTH ANDOVER
OFFICE OF
TOWN CLERK
120 MAIN STREET
NORTH ANDOVER,MASSACHUSET"rs 01845
NORTH
Joyce A.Bradshaw,C 00 Telephone(978)688-9501
Town Clerk, 41 FAX(978)688-9557
9SSACHU
MEMORANDUM
TO: Richard Vaillancourt, Chairman, Licensing Commission
Members of the Board of Selectmen
Andrew Maylorjown Manager
FROM: Suzanne M. Pelich, Asst. Town Clerk
DATE: November 13, 2017
SUBJECT: All Alcohol general on-premises license and Entertainment license
Attached please find the application from Howling Wolf North Andover, Inc., d/b/a Howling
Wolf Taqueria Express, Jeremy Jones, Manager 550 Turnpike Street for an all alcohol general
on-premises license and an Entertainment license. A legal notice was published in the Eagle
Tribune on November 13, 2017 and abutters were duly notified.
Included are the recommendation from the Police, Fire and Building Departments.
Please do not hesitate to contact me if you have any questions or concerns.
Thank you.
ipTOWN OFNORTHANDOVER, MASSACHUSETTS
Fire Department
795 Chickering Road, North Andover MA 01845
Telephone 978-688-9590 Fax 978-688-9594
To: Suzanne Pelich October 10, 2017
From: Lt Robert Bonenfant
Re: Howling Wolf Taqueria
The Fire Department has reviewed the request from Howling Wolf Taqueria at 550 Turnpike St for
an all alcohol liquor license to be used at the above location.
We do not have issues with these request.
Lt Robert Bonenfant
Fire Prevention Officer
North Andover Fire Department
Proudly Serving Since 1921
10/12/2017 Town of North Andover Mail-Re:Message from"NA-TH-RICOH-FL1"
ER
Suzanne Pelich <spelich@northandoverma.gov>
massachu
Re: Message from "NA-TH-RICOH-FLV
1 message
Donald Belanger<dbelanger@northandoverma.gov> Wed, Oct 11, 2017 at 5:18 PM
To: Suzanne Pelich <spelich@northandoverma.gov>
The Building Department has no issues with a Restaurant all alcohol license and Annual Entertainment(2 TV's& Radio Music Only)for the Howling Wolf Taqueria
Express (formerly ZINGA)at 550 Turnpike Street. As of today There is no Building Permit.
Donald
On Wed, Oct 11, 2017 at 3:39 PM, Suzanne Pelich <spelich northanoverma. ov>wrote:
----------Forwarded message----------
From: Suzanne Pelich <spelich northandover a. ov>
Date: Tue, Oct 10, 2017 at 10:10 AM
Subject: Fwd: Message from "NA-TH-RICOH-FL1"
To: Daniel Lanen < lanen na .us>, Donald Belanger< elan er northandoverma. ov>, Robert Bonenfant<ronenfant northanoverma. v>, Suzanne
Egan<se an northanoverma. ov>
Good Morning,
Attached please find a new all alcohol liquor license application from the Howling Wolf North Andover, Inc. located at 550 Turnpike Street. The Manager will be
Jeremy Jones.
If you could please send me your recommendations.
Thank you,
Suzanne
----------Forwarded message----------
From: <spiceworks northandover a. ov>
Date:Tue, Oct 10, 2017 at 10:02 AM
Subject: Message from "NA-TH-RICOH-FL1"
To: spelich@northandoverma.gov
This E-mail was sent from "NA-TH-RICOH-FL1" (MP C4504).
Scan Date: 10.10.2017 10:02:16 (-0400)
Queries to: spiceworks@northandoverma.gov
Suzanne M. Pelich
https:Hmail.google.com/maiVu/O/?ui=2&ik=OOf5O782ad&jsver-khUFNOKniXg.en.&view=pt&search=inbox&th=15fOd4de2l da3b54&siml=15fOd4de21 da3b54 1/2
NORTH ANDOVER
1111, NINE IINz
/o
ffi
� ...Community Partnership--
Operations Division
Lieutenant Daniel P. Lanen
TO: Suzanne Pelich
FROM: Lieutenant Daniel P.Lanen
RE: Howling Wolf Express
DATE: October 2 , 2017
Please be advised that the following attached request for a Restaurant All Alcohol and
Entertainment License has been reviewed. The Police Department has no issues with the license
application as filed. A background check has not uncovered any adverse info ation to affect this
application.
4
i
i
1
1475 Osgood Street„Noah Andover, Mas sechusetff 0l R4 TWephone:978-6 -316 Fax.-978-681-1172
TOWN OF NORTH ANDOVER
BOARD OF SELECTMEN GENERAL LICENSE APPLICATION
Indicate if license is: 2--h-ew ❑transfer ❑ change of dba ❑ other
Check type of license you are applying for:
❑ Common Victualler ❑ Package Store
Restaurant All Alcohol ❑Package Store Wine&Malt
❑ Restaurant Wine&Malt
❑ Club All Alcohol ❑ Class I No. of vehicles for display:
l� Annual Entertainment- ❑ Class II No. of vehicles for display:
❑ Sunday Entertainment ❑Class III motor vehicle junk license
❑ Electronic Games-list below: ❑Fortune teller
❑Vehicle for hire/taxi No: of vehicles:
❑ Jukebox ^
❑ Billiard Table-No: of tables ,�� S 1�1}C�i v 1X(J-5,C-
Name of Applicant: Ah rz L.
Business Name: u
If business is a dba,p7ee-aseattachbkopy of buskless ce ' icate.
If business is a corporation or LLC,please attach copy:
1. Certificate of Good Standing dated within the last 6 months; and
2. Corporate Vote authorizing business at the stated location.
Address of licensed premises: &I
Mailing address(if different from above): CJ 7�
Business Telephone No: Busines Email:,-, �`ryY7
F.E.I.N.:
Please check one of the followings: ❑own premises 21eease premises ❑property under P&S
Name and address of property owner if different from license holder:
evf����'0�3e� t"�f s -��,��s 1� �/_ �� '/.. Sf
Name Address
If applicable,please attach a copy of the lease or Purchase and Sale Agreement.
If applicable,piease provide,on paper no larger than 8'/z x 14:
1. Eight(8)copies of the floor plan of building(including kitchen and seating area); and
2. Eight(8)copies of the site plan indicating parking areas and access to town ways.
If applying for a Class I, Class II or Class III licenses,please submit a plot plan that shows:
1. The number of vehicles on display
2. The exact location of the vehicles
3. Customer parking
4. Office area
Proposed hours of operation:
Monday //.'cv.4m- /I 7l?y Thursday CL,
Tuesday '/•'��,,,. //_-oo /7177 Friday i;.,,� �,,, J a_ 1f yY1
Wednesdayjj" _�� _? Saturday >>:��2 rn_ :�j Sunday
(Specify liquor sale hours if different than regular establishment hours):
Has applicant operated a similar business? es ❑No If yes,please provide:
Name of business: L.0 T
Address of business: 11
Federal Tax Number: L
Do you currently hold a similar license?211's ❑No What type? y ��r-
Have you previously applied for a license?Ca'f'es ❑No
Have you ever had a license revoked? ❑Yes CNo If Yes,please indicate why:
I hereby authorize the North Andover Police Department to conduct a fingerprint based national criminal
record check and provide said information to the local licensing authority.
Signature Date
Pursuant to MGL Chapter 62C, §49A and Chapter 40, §57, I hereby certify under the penalties of perjury
that all state tax re rns have been filed and all state and local taxes have been paid.
Signature Date
I hereby certify that I have read the conditions included with this application,including the requirement to
submit to a fingerprint based criminal record check, and agree to comply with any further stipulations that
the Licensing Authority may from time to time approve. I also hereby authorize the licensing authority or
their agent to conduct whatever investigation or inquiry is necessary to verify the information contained
in this application.
Signtu a Date
In addition to the documents stated in the application,applicant must provide the following:
❑ ABCC Form A, if applicable
1- Certificate of Good Standing from the Department of Revenue
Check for filing fee of$100.00 made payable to the Town of North Andover
❑ Report of the Technical Review Committee
❑ For corporations-certified copy of Articles of Organization from the Secretary of
Commonwealth's Office
❑ For corporations-a vote of the Board of Directors appointing a Manager
❑ For partnerships-copy of the Partnership Agreement
0 For transfer of a license-Form 983 or 983A
0 Check for filing fee of$200.00 made payable to the Alcoholic Beverage Control Commission
❑ Check for License fee- $3,000-Restaurant All Alcoholic Beverages
$2,000-Restaurant Wine&Malt
$2,200-Inn holder All Alcoholic Beverages
$2,000-Club All Alcoholic Beverages
$2,000-Package Stores All Alcoholic Beverages
$1,500-Package Stores Wine&Malt
$100.00-One Day All Alcoholic Beverages
$75.00 One Day Wine&Malt
$50.00 Fortune Teller
Please contact the Town Clerk's Office with any questions at(978)688-9501
' THE COMMONWEALTH OF MASSACHUSETTS
- * TOWN OF NORTH ANDOVER
OFFICE OF THE TOWN CLERK
120 MAIN STREET
NORTH ANDOVER, MA 01845
Certificate##: 2017-31006
This is an e-permit.To learn more,scan this barcode or visit northandoverma.viewpointcloud.com/#/records/31006 I�
IN CONFORMITY WITH THE PROVISIONS OF CHAPTER 110 SECTION 5 OF M.G.L., AS AMENDED, THE UNDERSIGNED
HEREBY DECLARE(S)THAT A BUSINESS UNDER THE TITLE OF:
Howling Wolf Taqueria Express
IS CONDUCTED AT
550 TURNPIKE STREET
Issued to: Jeremy Jones Business Type: Corporation
Permit Type: New Business
Additional Applicants:
10/31/2021
Business Certificate Application Expiration Joyce A.Bradshaw,Town Clerk
112
Commonwealth of Massachusetts Letter ID:L1604245760
Department of Revenue Notice Date:September 22,2017
Christopher C.Harding,Commissioner Case ID:0-000-288-644
mass.gov/dor
CERTIFICATE OF GOOD STANDING AND/OR TAX COMPLIANCE
JEREMY JONES
HOWLING WOLF NORTH ANDOVER,INC
76 LAFAYETTE ST STE 201
SALEM MA 01970-7509
The Commissioner of Revenue certifies that,as of the date of this certificate,HOWLING WOLF
NORTH ANDOVER,INC is in compliance with its tax obligations under Chapter 62C of the
Massachusetts General Laws.
This certificate doesn't certify that the taxpayer is compliant in taxes such as unemployment insurance
administered by agencies other than the Department of Revenue,or taxes under any other provisions of
law.
This is not a waiver of lien issued under Chapter 62C,section 52 of the Massachusetts General
Laws.
If you have questions,call us at(617)887-6367 or toll-free in Massachusetts at(800)392-6089,Monday
through Friday, 8:30 a.m. to 4:30 p.m..
Visit mass.gov/dor to learn more about Massachusetts tax laws and DOR policies and procedures,
including your Taxpayer Bill of Rights, and MassTaxConnect for easy access to your account:
• Review or update your account
• Contact us using e-message
• Sip up for e-billing to save paper
• Make payments or set up autopay
Edward W. Coyle,Jr., Chief
Collections Bureau
............. .........................
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CERTIFICATE OF VOTE
HOWLING WOLF NORTH ANDOVER, INC.
I,Amy Joanne Jones, hereby certify that(i) I am the Clerk/Secretary of Howling Wolf North Andover, Inc.
("the Corporation"), a Massachusetts Corporation; (ii) I have custody of the records of the Corporation;
(iii) set forth below is the true and accurate copy of a Vote ("Vote") duly adopted by the Board of
Directors of the Corporation at a Special Meeting held on October 4,2017,at which at quorum was
present and acting throughout; and (iv)the Vote has not been amended, revoked or suspended but
remains in full force and effect as of the date hereof.
VOTED: That Howling Wolf North Andover Inc. will submit application for a New/On-
Premises/All Alcohol/Full Year Liquor License,and
That Jeremy Patrick Jones be appointed as Manager of Record
IN WITNESS WHEREOF,the undersigned has set the hand and seal of the Corporation this 04nd day
October 2017.
Amy Joan a Jones
Clerk/Secretary
CERTIFICATE OF VOTE
HOWLING WOLF NORTH ANDOVER, INC.
I,Amy Joanne Jones, hereby certify that(i) I am the Clerk/Secretary of Howling Wolf North Andover, Inc.
("the Corporation"), a Massachusetts Corporation; (ii) I have custody of the records of the Corporation;
(iii)set forth below is the true and accurate copy of a Vote("Vote") duly adopted by the Board of
Directors of the Corporation at a Special Meeting held on October 4, 2017,at which at quorum was
present and acting throughout; and (iv)the Vote has not been amended, revoked or suspended but
remains in full force and effect as of the date hereof.
VOTED: That Howling Wolf North Andover Inc. will do business at 550 Turnpike Street,
North Andover, MA 01845
IN WITNESS WHEREOF,the undersigned has set the hand and seal of the Corporation this 4th day
October 2017.
Amy Joanne Jones
Clerk/Secretary
LEASE
THIS LEASE made as of the -,:Y/ day of J ✓J f, 2017, between North Andover CrossRoads
Limited Partnership, a Massachusetts Limited Partnership, having an address at 820A Turnpike
Street, North Andover, MA 01845 ("Landlord") and Howling Wolf Northndov``e"�r' Inc.
Massachusetts corporation with a principal place of business at 76 Za 1s;4 „r ,
(hereinafter referred to as "Tenant"). ,lv." C moo �/,rtw,
WITNESSETH:
1.Definitions. As used herein, the following terms shall have the meanings set forth below unless
the context otherwise requires:
(a) Landlord: North Andover CrossRoads Limited Partnership
(b)Tenant: Howling Wolf North Andover, Inc.
(c)Premises: That portion of 550 Turnpike Street North Andover, MA more particularly shown
as 1868 square feet store premises on Exhibit A attached hereto.
(d) Shopping Center: The Shopping Center, together with the land and all improvements
thereon,now known as CrossRoads Plaza on Route 114, in North Andover, Massachusetts
(e)Term: The period commencing on the Commencement Date(as hereinafter defined) and
ending 120 Months thereafter.
(f) Commencement Date: The earlier of 150 days from delivery of the Premises to the Tenant
or first day open for business.
(g)Intentionally deleted
(h) Lease Interest Rate: The lesser of(i) four(4%) above the prime rate of interest as quoted by
Bank of America, or(ii) the maximum rate permissible under applicable law.
(i)Extension Periods: two (2) consecutive five(5) year renewal options, exercisable on nine(9)
months' prior written notice at Tenant's option.
0) CAM charges: estimated at$4.74 per square foot. Taxes estimated at $3.93per square foot.
(k)Permitted Use: Tenant shall use and occupy the Premises for a Howling Wolf Express
Mexican restaurant with full service liquor. Tenant shall neither use nor occupy the Premises
for any other purposes without Landlord's prior written consent,which consent shall not be
unreasonably withheld or delayed.
(1) Common Areas: The parking and common area or areas located adjacent to the Premises and
utilized as a part of the Shopping Center and all other common areas and facilities in the
Shopping Center, including, without limitation, all parking areas, sidewalks, streets, driveways,
areas and/or facilities, canopies, and storage areas--all to the extent that same may from time to
time be provided by Landlord for the convenience of all tenants occupying the Shopping
Center, their customers and invitees, and such other persons as shall be permitted by Landlord
from time to time to use the same, subject to all of the express terms and provisions of Section
7.
(m)Tenant's Trade Name: "HOWLING WOLF EXPRESS".
(n) Security Deposit Amount: Two (2)month's rent(exclusive of CAM charges)payable upon
execution of this lease.
(x)Landlord's Address: North Andover CrossRoads, LP C/O Shaheen Pallone&Associates
861 Turnpike Street North Andover, MA 01845.
(y) Tenant's Address: 550 Turnpike Street North Andover,MA 01845.
2. The Shopping Center and the Premises. Landlord does hereby let to Tenant and Tenant does
hereby hire from Landlord the Premises in the Shopping Center, excepting and reserving to
Landlord, however, (a) the right to place in, over, upon, or under the Premises, in such manner as to
reduce to a minimum the interference with Tenant's use of the Premises, utility lines, pipes, and the
like, to serve other premises in the Shopping Center, and to replace, maintain, and repair such utility
lines, pipes, and the like, in, over, upon, and under the Premises as may have been installed therein;
(b) all other necessary or customary easements, appurtenances, and rights of access to, and egress
from, such other premises; and (c) all other rights reserved by Landlord in this Lease or otherwise,
including, without limitation, the rights set forth in the second paragraph of Section 7. Landlord will
use its best efforts to keep the impact of any work as required under the foregoing to a minimum.
Notwithstanding anything in this Lease to the contrary, Landlord reserves the right at any time or
from time to time to change the name of the Shopping Center described in Section 1(d).
3. Term. TO HAVE AND TO HOLD the Premises unto Tenant during the Term. In the event that
Tenant should hold over after the expiration or sooner termination of the Term, Tenant shall be a
Tenant at sufferance subject to all of the terms and provisions of this Lease in effect immediately
prior to such holdover, in the event that at least 180 days prior to the end of the term, Landlord has
provided written notice of intent not to extend the lease under any circumstances, Tenant shall pay
on account of the Net Minimum Rental an amount equal to two (2) times the Net Minimum Rental
in effect immediately prior to such expiration or termination.
4. Rental. YIELDING AND PAYING the Net Minimum Rental,payable in advance on the first day
of each month during the Term in equal monthly installments. Net Annual Minimum Rent during
the first year shall be $26.00/PSF per year ($48,568.00 per year) payable in equal monthly
installments. In years two through ten, and for each year of the Extension Periods, if exercised by
Tenant, the Net Annual Minimum Rent shall increase each year by three percent (3%) from the
previous year.
A proportionate part of the Net Minimum Rental shall be paid for any period at the commencement
of the Term that shall be less than.a full month.
Tenant also agrees to pay, as additional rental, when due or payable, and except as otherwise
expressly provided herein, all other obligations and liabilities that Tenant assumes and agrees to pay
by express assumption or agreement elsewhere in this Lease, together with every fine, penalty,
interest, and cost that may be added thereto or become due or be imposed by operation of law for
the nonpayment or late payment thereof, and, in the event of any failure on the part of Tenant so to
pay or discharge any of the same, Landlord shall have all rights and remedies as in the case of
nonpayment of the Net Minimum Rental.
Tenant also agrees to pay to Landlord, on demand, as additional rental, interest at the Lease Interest
Rate on all overdue installments of the Net Minimum Rental and additional rental from the
respective due dates thereof until payment thereof in full.
In the event that the aggregate of all payments (whether denominated as Net Minimum Rental,
additional rental, or otherwise) received by, or paid to discharge an obligation of, Tenant as a result
of any assignment, subletting, or permission to use or occupy the Premises described in Section
11(e), whether or not Landlord shall have consented thereto (it being agreed by Tenant that nothing
herein contained shall in any way affect the covenant herein elsewhere contained prohibiting an
assignment hereof or underletting to or use, occupation, or improvement by, others of the Premises
or any part thereof without Landlord's prior consent), shall exceed the aggregate of the Net
Minimum Rental, additional rental, and other payments herein payable by or on behalf of Tenant,
then, and in such event, Tenant agrees to forthwith pay, as additional rental, fifty percent (50%) of
any such excess, after taking into consideration costs of the transfer, such as brokerage
commissions,free rent, and the like.
The Net Minimum Rental and all items of additional rental shall be paid to Landlord at Landlord's
Address, except that Landlord may, by notice to Tenant, designate another address for purposes of
this sentence.
5. Net Lease; Nonterminability. (a) This Lease is a net lease, and the Net Minimum Rental,
additional rental, and all other sums payable hereunder to, or on behalf of, Landlord shall be paid
without notice or demand, and without setoff, counterclaim, defense, abatement, suspension,
deferment,reduction, or deduction, except as expressly provided herein.
(b) This Lease shall not terminate, nor shall Tenant have any right to terminate this Lease, nor shall
the obligations and liabilities of Tenant set forth herein be otherwise affected, except as expressly
provided herein.
(c) Except as herein provided, Tenant waives all rights (i) to any abatement, suspension, deferment,
reduction, or deduction of or from the Net Minimum Rental or the additional rental or (ii) to quit,
terminate, or surrender this Lease or the Premises or any part thereof, except as expressly provided
herein.
(d) It is the intention of the parties hereto that the obligations of Tenant hereunder shall be separate
and independent covenants and agreements; that the Net Minimum Rental, the additional rental, and
all other sums payable by Tenant to or on behalf of Landlord shall continue to be payable in all
events; and that the obligations of Tenant hereunder shall continue unaffected, unless the
requirement to pay or perform the same shall have been terminated pursuant to an express provision
of this Lease.
(e) Tenant agrees that it will remain obligated under this Lease in accordance with all of its terms
and provisions, and that it will not take any action to terminate, rescind, or avoid this Lease or any
portion thereof, notwithstanding (i) the bankruptcy, insolvency, reorganization, composition,
readjustment, liquidation, dissolution, winding-up, or other proceeding affecting Landlord or any
assignee of Landlord in any such proceeding and (ii) any action with respect to this Lease that may
be taken by any trustee or receiver of Landlord or of any assignee of Landlord in any such
proceeding or by any court in any such proceeding.
(f) Quiet Enjoyment. Landlord agrees that upon Tenant's paying the rent and performing and
observing the terms, covenants, conditions, and provisions on its part to be performed and observed,
Tenant shall and may peaceably and quietly have, hold, and enjoy the Premises during the term
without any manner of hindrance or molestation from Landlord or any officer, director, shareholder,
member, employees, owner, agent, representative, tenant, invitee, guest or assigns, subject,
however,to the terms of this Lease.
6. Use of the Premises. The Premises may be used for the Permitted Use described in Section 1 and
for no other purpose whatsoever without the express written permission of the Landlord. Tenant
hereby acknowledges that its agreement set forth in the immediately preceding sentence is a major
inducement to Landlord to enter into this Lease.
7. The Common Areas. Tenant, its customers, and invitees shall have the right, during the Term, to
use the Common Areas in common with all other tenants occupying other portions of the Shopping
Center, their customers, and invitees, and such other persons as shall be permitted by Landlord from
time to time to use the Common Areas, subject, however, to such rules and regulations as may now
be in force or as Landlord may establish at any time or from time to time, including, without
limitation, the designation of the size and location of employee parking areas so long as the same
are located within the Shopping Center. Landlord shall have the right to tow any vehicles that are
parked in the Common Areas by Tenant's employees in violation of Landlord's rules and regulations
regarding employee parking from time to time in effect. Tenant agrees that it will not permit its
employees or concerns making deliveries to, or pickups from, the Premises to use any portion of the
Common Areas other than such portion or portions, if any, as Landlord shall from time to time set
apart for such purpose and designate to Tenant, and that, to the extent there shall be any sidewalks
immediately adjacent to the Premises, it will maintain such sidewalks in a neat and orderly
condition, swept and free from ice and snow. Landlord expressly reserves the right to enforce
parking charges and to temporarily close all or any portion of the Common Areas for the purpose of
making repairs or changes thereto, in order to discourage noncustomer parking, or otherwise.
Landlord may at any time or from time to time construct additional improvements in all or any part
of the Shopping Center, including, without limitation, the Common Areas located therein, or change
the location or arrangement of any improvement in the Shopping Center or all or any part of the
Common Areas, or add or deduct any land to or from the Shopping Center, or enlarge, reduce,
change, enclose, or increase the height of the Shopping Center, or any building or other
improvement therein so long as such change does materially interfere with Tenant's operation of its
business.
Tenant covenants and agrees to pay unto Landlord, as additional rental, Tenant's CAM Fraction of
the annual cost of (a) operating, managing, altering, improving, repairing, restoring, renovating,
cleaning, and maintaining the Common Areas; the lighting thereof; the policing thereof, all plate
glass therein; the heating, ventilating, and air-conditioning thereof; the plumbing, sanitary sewage,
and electric systems therein; and the sprinkler and other fire protection and fire protection alarm
systems therein, if any; (b) all real estate taxes; personal property taxes; occupational license taxes;
water charges; sewer charges; assessments, including, without limitation, betterment assessments or
taxes in the nature thereof; and all other similar governmental taxes, impositions, and charges that
shall be levied, assessed, or imposed (i) upon or with respect to the Common Areas, including,
without limitation, the land on which the foregoing are constructed, or (ii) upon or with respect to
the operation, maintenance, alteration, repair, use, occupancy, or enjoyment of the Common Areas,
under or by virtue of any present or future law, statute, charter, ordinance, regulation, or other
requirement of any governmental authority, whether federal, state, county, city, municipal, or
otherwise, all whether general, special, ordinary, extraordinary, foreseen, or unforeseen, it being
agreed that such taxes, charges, assessments, and impositions shall include the costs and expenses
incurred, in accordance with the penultimate paragraph of Section 8, in contesting the amount or
validity of any thereof, (c) the premiums on the liability insurance policies insuring Landlord
against damage to property or injuries or death to person or persons in, on, or about the Common
Areas, including, without limitation, the (Landlord owned) roadways leading from and to the
Common Areas, in amounts as shall be reasonably determined by Landlord, and the premiums on
the fire and casualty insurance policies insuring Landlord including, without limitation, all
insurance described in Section 16, in such amounts as shall be reasonably determined by Landlord;
and (d) all maintenance and repair by Landlord to all buildings and other improvements in the
Shopping Center.
The reasonable costs described in the preceding paragraph shall include, without limitation, all costs
and expenses of every kind and nature paid or incurred by Landlord (including reasonable and
appropriate reserves) in operating, managing, equipping, policing (if and to the extent provided by
Landlord), heating, ventilating, air-conditioning, lighting, altering, improving, repairing, restoring,
renovating, cleaning, maintaining, and landscaping all portions of any such Shopping Center and
the Common Areas (including any parking structure subsequently installed in the Shopping Center
for the common use of customers and employees of the Shopping Center, provided that the cost of
construction of such structure shall not be a common area expense); for water and sewer or sewage
treatment or removal charges; painting and caulking all exterior surfaces in the Shopping Center,
including, without limitation, any canopies in the Shopping Center; in maintaining and illuminating
any pylons in the Shopping Center and any signs thereon to be maintained and/or illuminated by
Landlord; for premiums for liability, property damage, casualty, workers' compensation, and any
other insurance (including all insurance, hazard and otherwise, carried by Landlord on any and all
buildings and improvements in or about the Shopping Center and/or any such mall and the Common
Areas); for the amount of any deductibles or self-insurance actually incurred by Landlord with
respect to any such insurance; for the cost of on-site supervision and personnel, including, without
limitation, the property manager, if any, staff, office rentals, wages, unemployment taxes, social
security taxes and benefits, and assessments, fees for required licenses and permits, materials,
supplies, operation of loudspeakers and any other equipment supplying music to the parking and
common area or areas (if any); for reasonable depreciation of any and all machinery and equipment
used in the operation, maintenance, and repair of the Common Areas, or rental charges for any such
machinery and equipment; for any and all, repairs, restoration, (whether interior, exterior, structural,
nonstructural, foreseen, or unforeseen) to any portion of the Shopping Center that Landlord shall
deem necessary or appropriate or that shall be required of Landlord by this or any other lease
relating to the Shopping Center or by any law, rule, regulation, or requirement of any public
authority or the fire insurance rating association having jurisdiction or as a result of any fire,
casualty, taking by eminent domain, or action by any public or other authority to the extent that the
cost thereof shall exceed the net proceeds, if any, of any insurance or damages paid to Landlord,
including without limitation, any and all maintenance and repairs by Landlord to the structural
portions of all buildings and other improvements in the Shopping Center, the roof, foundations,
exterior walls, floors, sub-floors,utilities, and other portions of all such buildings and improvements
to the extent so required of Landlord of this or any other lease or agreement relating to the Shopping
Center, but there shall be excluded the original costs of constructing said buildings, improvements,
any such mall, and the Common Areas. Notwithstanding anything to the contrary, the following
shall not be included in "Operating Costs" in which Tenant is to share: (i) costs incurred for any
particular tenant or group of tenants which reflect services or a level or type of services provided to
those tenants or group of tenants and not to Tenant; (ii) debt service; (iii) capital costs for any new
or replacement construction; (iv) other capital costs except to the extent specifically, permitted; .
Capital Costs mean Costs of repairs, alterations, additions, changes, replacements and other items
which under generally accepted accounting principles are properly classified as capital expenditures
(vii) leasing costs; (viii) attorneys' and auditors' fees incurred in connection with other tenant's
leases; (ix) expenditures by Landlord for improvements to other tenant's premises; (x) any bad debt
loss, rent loss or reserves for bad debts or rent loss; (xi) expenses directly resulting from the
negligence of Landlord, its agents, servants or employees; (xii) costs associated with the operation
of the business of the partnership or entity which constitutes the Landlord as distinguished from the
cost of operation of the Building, including partnership, accounting and legal matters; (xiii) costs of
selling, syndicating, financing, mortgaging or hypothecating any of Landlord's interest in the
Building. Tenant shall have the right, exercisable within ninety (90) days after Tenant's receipt of
Landlord's report of the actual operating expenses incurred for the past calendar year and the actual
taxes to audit such report. If such audit reveals on overcharge, Tenant shall receive a
reimbursement of the overcharge. If overcharge exceeds 10% of actual expenses landlord will pay
for audit as well.
Notwithstanding anything set forth in this Lease to the contrary, Tenant will pay to Landlord
monthly, together with the Net Minimum Rental, one-twelfth (1/12) of the amount reasonably
estimated by Landlord from time to time to reflect Tenant's Fraction of such annual cost. Promptly
after such cost is determined for each year, Landlord will advise Tenant of the amount of Tenant's
CAM Fraction thereof for such year within Three Hundred Sixty Days (360) days of the close of
such year, and Landlord and Tenant will account to each other so that Tenant shall have paid to
Landlord for each such year the full amount of Tenant's CAM Fraction of such cost; any excess paid
by Tenant shall be credited against future payments required by this Section 7, except that upon
expiration of the Term any such excess shall be promptly refunded by Landlord to Tenant, and, in
any event, any deficiency shall be promptly paid by Tenant to Landlord.
As used in this Lease, Tenant's CAM Fraction shall be a fraction in which the numerator shall be the
number of square feet of floor space in the Premises (1,868 sf) and the denominator shall be the
number of square feet of floor space in all premises located in the Shopping Center (27,332 sf), it
being agreed that all floor areas shall be computed within the exterior surfaces of all walls.
8. Taxes and Other Charges. Tenant agrees to pay, within fifteen (15) days after demand, Tenant's
Tax Fraction of all real estate taxes; personal property taxes; business and occupation taxes;
occupational license taxes; water charges; sewer charges; assessments, including, without
limitation, betterment assessments or taxes in the nature thereof; and all other similar governmental
taxes, impositions, and charges that shall be levied, assessed, or imposed upon or with respect to the
land under the buildings comprising the Shopping Center and such buildings or upon or with respect
to the operation, maintenance, alteration, repair, rebuilding, use, occupancy, or enjoyment of the
buildings comprising the Shopping Center, or any portion thereof, under or by virtue of any present
or future law, statute, charter, ordinance, regulation, or other requirement of any public authority,
whether federal, state, county, city, municipal, or otherwise, all whether general, special, ordinary,
extraordinary, foreseen, or unforeseen. Such taxes, charges, assessments, and impositions shall
include any costs and expenses incurred, in accordance with the penultimate paragraph of this
Section 8, in contesting the amount or validity of any thereof.
Tenant agrees to pay as aforesaid all gross receipts, gross income, or similar taxes imposed or levied
upon, assessed against, or measured by the Net Minimum Rental, additional rental, or any sums
payable by Tenant to or on behalf of Landlord hereunder, or any sales or use taxes that may be
levied or assessed against or payable by Landlord or Tenant on account of the acquisition, leasing,
use, or occupancy of the Premises or any portion thereof, to the extent that such charges are
assessed as an alternative to real estate taxes.
As used in this Lease, Tenant's Tax Fraction shall be a fraction in which the numerator shall be the
number of square feet of floor space in the Premises and the denominator shall be the number of
square feet of floor space in all premises located in the Shopping Center.
Notwithstanding anything contained in this Lease to the contrary, Tenant will pay to Landlord
monthly, together with the Net Minimum Rental, one twelfth (1/12) of the amount from time to
time estimated by Landlord to reflect Tenant's Tax Fraction of all such taxes, charges, assessments,
and impositions described in this Section 8 that are so levied, assessed or imposed, or billed to
Landlord by the appropriate public authority or authorities, if any. Promptly after the exact amount
of Tenant's Tax Fraction of all such taxes, charges, assessments, and impositions are determined for
each tax year, Landlord will advise Tenant of the amount thereof for such year and Landlord and
Tenant will account to each other (as often as such taxes, charges, assessments, or impositions are
payable to the proper authorities) so that Tenant shall have paid to Landlord prior to the expiration
of ten (10) days after Landlord has so advised Tenant of such amount the full amount of Tenant's
Tax Fraction of all such taxes, charges, assessments, and impositions for such tax year or portion
thereof, any excess paid by Tenant shall be credited against future payments required by this
Section 8, except that upon expiration of the Term any such excess shall be promptly refunded by
Landlord to Tenant, and any deficiency shall be promptly paid by Tenant to Landlord.
Notwithstanding anything in this Lease to the contrary contained, Tenant shall not be required to
pay or otherwise be responsible for (i) any local, state, or federal capital levy, franchise tax, revenue
tax, income tax, or profits tax of Landlord, or (ii) any estate, inheritance, devolution, succession, or
transfer tax that may be imposed upon or with respect to any transfer of Landlord's interest in the
Shopping Center; provided, however, that if at any time hereafter the methods of taxation prevailing
at the date hereof shall be altered so as to cause the whole or any part of the taxes, charges,
assessments, or impositions now or hereafter levied, assessed, or imposed on real estate and the
buildings, structures, and other improvements thereon to be levied, assessed, and imposed, wholly
or partially as gross receipts, gross income, capital levy, or other tax, on the rentals received
therefrom, or if any tax, corporation franchise tax, assessment, levy(including but not limited to any
municipal, state, or federal levy), imposition or charge, or any part thereof, shall be measured by or
based, in whole or in part, upon the Shopping Center and shall be imposed upon Landlord, then all
such taxes, assessments, levies, impositions, or charges, or the part thereof so measured or based,
shall be deemed to be an imposition levied, assessed, or imposed upon or with respect to the
Shopping Center,to the extent that the same would be payable if the Shopping Center were the only
property of Landlord subject thereto, and Tenant shall pay to Landlord Tenant's Tax Fraction of the
same as and in the manner provided herein. If there are any taxes levied or assessed at any time on
any item of rental payable hereunder, Tenant further agrees to pay to Landlord, as additional rental,
the amount thereof.
All payments for which Tenant is responsible, as provided in this Section 8, shall be prorated to the
date of such expiration. The amount of any such payments that become due and payable after the
expiration or sooner termination of the Term shall, on or prior to the date of such expiration or
sooner termination, be deposited with Landlord. The amount of any net refund, abatement,
deduction, reduction, or credit received by Landlord attributable to any such payment earlier made
by Tenant shall be credited against future payments required by this Section 8, except that upon
expiration of the Term any such excess shall be promptly refunded by Landlord to Tenant.
In the event that Landlord or any party authorized by Landlord shall contest, by appropriate
proceedings, the amount or validity of any such tax, assessment, imposition, or charge, Tenant shall
cooperate with Landlord in the course thereof and execute any applications, appeals, and other
documents that may be required to enable Landlord to maintain such proceedings, and there shall be
appropriate adjustments by credits against future payments required by this Section 8 of all such
taxes, assessments, impositions, and charges to reflect any abatements, credits, and refunds that may
be received by Landlord and to reflect the costs and expenses (including, without limitation,
attorney and appraisal fees and expenses) of contesting the amount or validity of any such tax,
assessment, imposition, or charge.
Tenant agrees to pay, on or before the respective due dates, all such taxes, charges, assessments, or
impositions levied, assessed, or imposed at any time on Tenant's fixtures, equipment, supplies,
merchandise, or other property in, on, or about the Premises or Shopping Center.
9. Condition of the Premises. Landlord will deliver the Premises "AS IS", with 2 fully operational 5
ton capacity HVAC units. Landlord will warrant the HVAC units for one year.
10. [Intentionally deleted]
11. Tenant's Covenants. Tenant hereby covenants with Landlord that Tenant until the expiration of
the Term and for such further time as Tenant, or any other person or persons claiming through or
under Tenant shall hold the Premises or any part thereof:
(a)will pay to Landlord all rent at the times and in the manner herein set forth;
(b)will at all times maintain all walls of the Premises (including, without limitation, the
demising walls and the so-called glass or store front); the floor and sub-floor in the
Premises; and the interior of the Premises (including, without limitation, the,plumbing,
electric, sprinkler, and lighting systems and equipment therein and all floor coverings,
doors, door frames, and door openers) in as good, clean, and safe repair, order, and
condition as same were at the Commencement Date or may be put in thereafter, unless
repairs are capital expenses, reasonable wear and tear excepted and will make all
alterations, improvements, restorations, repairs, replacements, or renovations to the
Premises required by any and all laws, rules, regulations, or requirements of all public
authorities or the fire insurance rating association having jurisdiction, all whether
direct, indirect, consequential, interior, exterior, structural, nonstructural, ordinary, or
extraordinary, with all replacements to be of the same kind and quality as those that are
replaced, provided, however, that Tenant shall not be responsible for repairs made
necessary by fire or casualty; Tenant shall be responsible for only standard and normal
maintenance of the HVAC system, which will include the signing of an annual
maintenance contract. Notwithstanding the foregoing the Landlord agrees that the
HVAC system will be delivered in good working condition and its replacement will be
Landlord's responsibility. If HVAC unit is replaced during the term of this lease the
manufacturer's warranty shall then become the tenant's warranty.
(c) will make all repairs (whether interior, nonstructural, ordinary, or extraordinary)
made necessary by the negligence or misuse of the Premises or the fixtures therein or
appurtenances thereto by Tenant, its agents, employees, customers, or invitees, or by
any forcible entry, vandalism, or malicious mischief not reimbursable by Landlord's
insurance;
(d) will pay all charges for light, heat, hot and cold water, electric current, and any
other services or utilities furnished to the Premises;
(e) will not assign this Lease or sublet to any person, firm, or corporation the whole or
any part of the Premises, or permit any person, firm, or corporation other than Tenant
to use or occupy the whole or any part thereof without obtaining on each occasion the
prior consent of Landlord, which consent shall not be unreasonably withheld,
condtioned or delayed, but no such consent by Landlord (i) shall be deemed to be a
waiver or release of any of the provisions of this Clause (e) or a consent or agreement
to consent to any such assignment, subletting, or permission to use or occupy the
Premises thereafter; (ii) shall relate to any other term or provision of this Lease
including, without limitation, the provisions of Section 6; or (iii) shall be deemed to
permit any subdivision of the Premises or any use or occupancy of the Premises by
more than one entity at any time; none of the foregoing shall release or discharge
Tenant from any obligations or liabilities set forth in this Lease, which obligations and
liabilities shall continue to be direct and primary in any event, Notwithstanding the
foregoing, (a) Tenant may assign its entire interest under this Lease to or sublease all or
a portion of the Premises to an entity controlling, controlled by, or under common
control with Tenant, with Landlord's consent which will not be unreasonably withheld,
conditioned or delayed, provided Tenant is not then in material default hereunder
(beyond the expiration of applicable notice and grace periods) and it provides evidence
reasonably satisfactory to Landlord that the assignee or subtenant is controlling,
controlled by or under common control with Tenant, and a complete copy of the
relevant assignment or sublease document, and (b) Tenant may assign its entire interest
under this lease to any person or legal entity which acquires all or substantially all, of
the assets or stock of Tenant with the consent of Landlord which will not be
unreasonably withheld, provided that in the case of each of (a) and/or (b) above an
assumption document is executed by the assignee and delivered to Landlord and all of
the following conditions are satisfied: (i) Tenant is not in default under this Lease
(beyond the expiration of applicable notice and grace periods), (ii) Tenant's successor
shall own all or substantially all of the assets or the stock of Tenant; (iii) Tenant shall
give Landlord written notice at least thirty (30) days prior to the effective date of the
proposed purchase, merger, consolidation, or reorganization; and (iv) the net worth of
the successor entity, as determined in accordance with generally accepted accounting
principles, shall be reasonably sufficient to enable the successor entity to perform its
obligations hereunder (but in no event will the successor be required to have a net
worth greater than that of Tenant as of the date immediately prior to such transaction).
Tenant's notice to Landlord shall include information and documentation showing that
each of the above conditions has been satisfied. Notwithstanding anything to the
contrary contained herein, in the event that all or substantially all of the assets or stock
of Tenant are transferred, Tenant shall cause to be delivered to Landlord an instrument
of assumption or guaranty in form satisfactory to Landlord, in its reasonable opinion,
pursuant to which the entity(and if it is a subsidiary of one or more entities, it and their
respective parent entities) become primarily liable under this Lease and agrees to use
the Premises for the permitted uses. Any transfers permitted under this grammatical
paragraph are referred to herein as an "Affiliated Transfer." For purposes of this
section, a sale or offering of Tenant securities is a Permitted Transfer and the term
"control" means possession, directly or indirectly, of the power to direct or cause the
direction of the management, affairs and policies of anyone, whether through the
ownership of voting securities, by contract or otherwise.
(f)will not overload or deface the Premises or permit any use of the Premises that shall
increase any insurance rate or create a fire hazard or be unlawful, improper, noisy, or
offensive, or that constitutes a nuisance or is contrary to any law, rule, regulation, or
requirement of any public authority or the fire insurance rating association having
jurisdiction, or that is injurious to any person or property, or commit waste, whether
voluntary or involuntary, or carry on trade or occupation or operate any instrument or
equipment that emits an odor or causes a noise to be heard outside of the Premises, or
permit anyone else to do any of the foregoing;
(g) [Intentionally deleted]
(h) will not use any advertising media that might be objectionable to Landlord or other
occupants of the Shopping Center, such as loud speakers, television or radio broadcasts,
flashing lights, or other devices that may be heard or seen outside the Premises;
(i) will maintain (i) General Liability Bodily Injury and Property Damage primary
liability limit of$1,000,000 on an occurrence basis with a general aggregate limit of
$2,000,000, (ii) Umbrella liability limit of a minimum of$1,000,000, (iii) Worker's
compensation statutory liability, each in responsible companies qualified to do business
in Massachusetts and in good standing therein naming the Landlord as an additional
insured as well as insuring the Tenant against injury to persons or damage to property
as provided. The Tenant shall deposit with the Landlord certificates for such insurance
at or prior to the commencement of the term, and thereafter within thirty(30) days prior
to the expiration of any such policies. All such insurance certificates shall provide that
such policies shall not be canceled without at least ten (10) days prior written notice to
each assured named therein.
0)will not do or permit to be done anything in or about the Premises that(i) shall make
void or voidable any insurance carried by Landlord or Tenant that is required by any
term or provision of this Lease or that relates to the Shopping Center in any manner or
way or (ii) shall increase or create extra premiums therefor and will pay Landlord on
demand, as additional rental, the amount of any such increase or extra premiums on
insurance carried by Landlord;
(k)will maintain and keep all windows, window frames, and plate glass in the Premises
at all times in good repair, order, and condition;
(1) will always conduct its operations in the Premises under Tenant's Trade Name
unless Landlord shall otherwise consent;
(m) will not conduct any auction, fire, bankruptcy, going-out-of-business, or lost-our-
lease sales in the Premises or any other sales in the Premises indicating "distress"
unless Landlord shall otherwise consent; which consent shall not be unreasonably
withheld or delayed.
(n) except as provided herein will not use the sidewalks adjacent to the Premises for
business purposes, including, without limitation, the display, sale, or storage of
merchandise;
(o) will keep the display windows in the Premises electrically lighted during such
periods as windows throughout a major portion of the Shopping Center are kept
lighted, or as Landlord may reasonably require from time to time;
(q) will cause all freight to be delivered and/or removed and all refuse to be removed
only in the manner, at such times, and through such entrances and exits as shall be
reasonably designated by Landlord from time to time, and never store or maintain any
such freight or refuse outside of the Premises or in any container not approved by
Landlord;
(r) will use such pest extermination contractor as Landlord may from time to time
reasonably designate;
(s) will not burn any trash, garbage, or refuse of any kind on the Premises or dispose of
any of same in any manner other than as expressly directed by Landlord from time to
time;
(t) will at all times maintain a service and maintenance contract on the heating, air-
conditioning, and ventilating systems in the Premises with a contractor, and in form and
substance, satisfactory to Landlord from time to time and will deliver to Landlord of
copy of such contract;
(u) except as provided herein, will not solicit business in the parking or common area
or areas or distribute handbills or other advertising media to, in, or upon any vehicles
parked in the Common Areas; Notwithstanding the foregoing Tenant may market to
neighbors, but will commit to not harassing patrons of Crossroads.
(v) will pay, as additional rental, its CAM Fraction of any trash charge from time to
time reasonably determined by Landlord as shall be appropriate to help defray the cost
of any central station trash compactor and/or trash removal service in the Shopping
Center provided by Landlord; and
(w) will, at the expiration or sooner termination of the Term, leave the Premises,
including, without limitation, all walls of the Premises, the floor and sub-floor in the
Premises, and the interior of the Premises, including, without limitation, the heating,
ventilating, air-conditioning, plumbing, sanitary sewage, electric, sprinkler, and
lighting systems, and all doors, door frames, door openers, windows, window frames,
and plate glass in as good, clean, and safe repair, order, and condition as the same were
at the Commencement Date normal wear and tear excepted or may be put in thereafter,
all replacements to be of the same kind and quality as what is replaced, subject to the
proviso in Clause (b) above, and provided that Tenant shall not be responsible for
repairs made necessary by reasonable wear and tear, but the Premises shall be left clean
and tenantable, orderly, and free of occupants in any event. Tenant shall remove from
the Premises at or prior to such expiration or sooner termination all fixtures, equipment,
signs, merchandise, supplies, and other property of Tenant, and Tenant shall, at its sole
cost and expense, repair any damage caused by such removal. Upon such expiration or
termination, Landlord may, in addition to all other rights and remedies, without being
guilty of any trespass, tort, or breach of contract, remove from the Premises any or all
fixtures, equipment, signs, merchandise, supplies, and other property of Tenant not
removed by Tenant as provided in the immediately preceding sentence, without
obligation or liability on account of any theft, loss, damage, or monetary shortage, or
deem same to be abandoned and subject to use, sale, or other disposition without
obligation or liability to account to Tenant for the proceeds thereof. Notwithstanding
the expiration or sooner termination of the Tenn, Tenant shall continue to be
responsible for, and shall pay to Landlord all costs incurred by Landlord in connection
with, any such removal, sale, or other disposition.
12. No Alterations or Improvements. Except to the extent permitted by Section 10 in connection
with the original construction of the Premises and Tenant's obligations set forth in the last sentence
of this Section 1.2, Tenant will make no alterations, additions, or improvements to the Premises
without on each occasion first obtaining the prior consent of Landlord, which shall not be
unreasonably withheld, conditioned or delayed. Notwithstanding any such consent by Landlord,
Tenant will restore the Premises to their former condition following any structural alterations,
improvements, or additions at the expiration or sooner termination of the Term unless Landlord, by
notice to Tenant at the time of such consent or at any time prior to such expiration or termination,
shall waive its rights to such restoration, in which event Tenant shall have no right so to restore the
Premises.
However, the modifications and additions made by Tenant to the roof and fagade, as approved by
Landlord, shall be deemed permanent improvements and may, at the option of the Landlord, be
required to be removed at lease termination. In that event the tenant and Landlord shall share
equally in the cost of removal.
13. Tenant's Signs. Tenant shall have the right to install its customary storefront sign, provided
Tenant complies with the lawful requirements of governmental authorities and the Landlord's sign
criteria for the space (criteria to be reviewed by Tenant). Tenant shall also be permitted to place
"Coming Soon" and "Grand Opening" banners in the storefront, as applicable, for 12 weeks each,
plus erect similar banners for special promotions during the term of the lease for up to 2 weeks
each, four(4) times per calendar year. All such banners to be reasonably reviewed and approved by
Landlord prior to fabrication and installation. Except for the foregoing Tenant will not, without
Landlord's prior consent (which will not be unreasonably withheld or delayed), maintain, or permit
anyone else to maintain, any interior or exterior sign, placard, lettering, advertising media, shade,
awning, or other projection from the Premises, aerial, antenna, flagpole, equipment, fixture, or the
like anywhere in the Shopping Center, or any exterior lighting, decorations, painting, or fences.
14. Sole Risk and Hazard. All fixtures, equipment, signs, merchandise, supplies, and other property
on or about the Premises shall be at Tenant's sole risk and hazard, and if the whole or any part
thereof shall be destroyed or damaged by fire, water, or otherwise, or by use or abuse of water, or
by leaking or bursting of water pipes, or in any way or manner, including, without limitation, the
acts or omissions of any other occupant of any portion of the Shopping Center, no part of said loss
or damage is to be charged to, or borne by, Landlord in any case whatsoever, except only to the
_, extent caused by Landlord's negligence or willful default, and, except to such extent, Tenant agrees
to exonerate and indemnify Landlord from and against any and all claims, suits, obligations,
liabilities, and damages, including attorney fees, based upon or arising out of any of the foregoing.
Nothing contained herein shall create any right of indemnification on behalf of Landlord's insurers
or Mortgagee.
15. Fire; Casualty; Taking. PROVIDED, ALWAYS, that in case, after the execution hereof and
before the expiration of the Term:
(a) if the Premises or any part of the Shopping Center shall be taken by any exercise of the right of
eminent domain or by action of any public or other authority, or in case, after the execution hereof
and before the expiration of the Term, which materially effects the Tenant's operation of its
business or(b) a majority of the Shopping Center or a majority of the premises shall be destroyed or
damaged by fire or casualty, then this Lease and the Term shall terminate at the election of
Landlord or Tenant, which election must be exercised by notice to the other within sixty (60) days
after such taking, destruction, damage, or action, and such election may be made in case of any such
taking notwithstanding the entire interest of Landlord may have been divested by such taking. If
premises are partially destroyed rent to be abated until premises are restored
If neither party elects to terminate this Lease, Landlord shall, with reasonable promptness, restore
the Premises or, in the event of any such destruction or damage by fire or casualty, so much thereof
as Tenant is not required by Section II(i) to insure against destruction or damage by fire or
casualty, to a single contiguous unit all only to the extent of Landlord's insurance proceeds or
damages or awards resulting from such taking, destruction, damage, or action allocable to the
Premises, as the case may be, after deducting Landlord's costs and expenses of collecting same,
provided that Landlord will be required to contribute the amount of any deductible. Provided
however, that if proceeds will not be sufficient, Landlord will immediately notify Tenant and
Tenant shall have the right to terminate this Lease, exercisable within thirty (30) days of the date of
such notice. Landlord will give Tenant notice of when the Premises are ready for occupancy, and
upon such notice Tenant will comply with all of the provisions of Section 10. If the Premises or
Shopping Center or any part of either thereof shall be taken by eminent domain, all damages from
such taking, other than that which relates solely to Tenant's fixtures and equipment, shall vest in
Landlord, Tenant retaining any right to leasehold expense claims and relocation expenses, and
Tenant covenants and agrees to execute such assignments or other documents and to take any steps
that may be necessary to vest such damages in Landlord. Tenant shall have the right to terminate
this Lease if the repairs are not complete within six (6) months of the date of such damage. All
Rent will abate during such period of casualty, until Tenant reopens for business. In the case of
partial damage to premises, tenant shall have the option, at their sole discretion, of partial
abatement.
16. Landlord's Insurance. Landlord maintains in full force and effect (or cause to be so
obtained and maintained) (a) all risk insurance on such portions of the Premises and Shopping
Center as Tenant is not required to insure pursuant to Section 11(i) in an amount of
$5,000,000.00, except that an appropriate deductible shall be permitted, and (b) such other
insurance on the Premises and Shopping Center against such insurable hazards, and such
additional limits and amounts on all such insurance as are from time to time commonly
obtained by owners of property similar to the Shopping Center or are required by the holder
of any mortgage on any portion of the Shopping Center, or Landlord shall otherwise deem
appropriate, including, without limitation, rent insurance and war risk insurance. Such
insurance shall be with insurance companies qualified to do business in the state in which the
Premises are located. Any such insurance may be blanket with other insurance maintained by
Landlord or Landlord's affiliates. Landlord agrees to provide the Tenant on or before
commencement of the Lease with evidence of commercially reasonable liability and other
insurance insuring the structure and its common elements and to provide further evidence of
such insurance upon request by the Tenant.
17.Default by Tenant. Provided also, and this Lease is upon the condition, that
(a) In the event of any failure by Tenant to pay any item of rental (whether the Net
Minimum Rental or any item of additional rental) continuing for ten (10) days after
notice specifying such failure; or
(b) in the event of any failure by Tenant to perform, fulfill, or observe any other
representation, warranty, or agreement by Tenant set forth herein, continuing for thirty
(30) days after notice from Landlord specifying such failure, or the cure thereof
conunenced and diligently prosecuted at all times thereafter; or
(c) In the event that the estate created hereby shall be taken on execution or by other
process of law; or
(d) In the event that Tenant or any guarantor of Tenant shall commit any act that would
permit the entry of an order for relief under the Bankruptcy Act (or any successor
thereto)or be declared bankrupt or insolvent according to law; or
(e) in the event that any petition under federal or state law pertaining to bankruptcy or
insolvency or for a reorganization or other relief shall be filed by or against Tenant or
any guarantor of Tenant, and such action is not discharged within sixty (60) days of its
filing; or
(f) In the event that any assignment, trust, mortgage, or other transfer in trust or
otherwise shall be made for the benefit of creditors; or
(g) In the event that any unapproved sale, lease, or other transfer shall be made of all or
a substantial part of the property of Tenant or any such guarantor; or
(h) In the event that Tenant or any such guarantor shall make or offer a composition of
Tenant's or such guarantor's debts, as the case may be,with its creditors; or
(i) In the event that a receiver, trustee, or similar officer or creditors'committee shall be
appointed to take charge of any property of or to operate or wind up the affairs of
Tenant or such guarantor; or
0) In the event that Tenant shall vacate or abandon the Premises; or
(k) in the event of any terminable default by Tenant under the terms of this lease,
without its being waived or cured; or then in any of said cases (notwithstanding any
license of any former breach of covenant or condition or waiver of the benefit hereof,
or consent in a former instance) Landlord or Landlord's agents may lawfully
immediately, or at any time thereafter, and without further demand or notice, enter into
and upon the Premises or any part thereof in the name of the whole and repossess the
same as of Landlord's former estate and expel Tenant and those claiming by, through,
or under Tenant and remove Tenant's or their effects (in any of said cases forcibly, if
necessary) without being deemed guilty of any manner of trespass, and without
prejudice to any remedies that might otherwise be used for arrears of rental or
preceding breach of covenant or condition, and upon entry as aforesaid this Lease shall
terminate, or Landlord may terminate this Lease by notice to Tenant, Tenant in any
event waiving all statutory rights of redemption, and Tenant covenants with Landlord
that in case of such termination, or in case of termination under statute for default of
Tenant, Tenant will at the election of Landlord (which election may be made or
changed at any time or from time to time before the settlement), either (a) pay, as
liquidated damages for so much of the unexpired Term as is covered thereby, and at the
same times and in the same installments as are specified in this Lease, sums equal to
the rental and other payments herein named or, if the Premises shall have been relet,
sums equal to the excess of the rental and other payments last mentioned over the net
sums actually received by Landlord for the period to which the rental and other
payments last mentioned relate; or (b) pay, as liquidated damages for the then
unexpired Term, a sum that at the time of such termination or at the time to which
installments of liquidated damages shall have been paid represents the excess of the
rental and other payments herein named over the then rental value of the Premises for
the residue of the Term, discounted to its then-current present value; or (c) indemnify
Landlord against loss of the rental and other payments herein named at the time of such
termination or from the time to which installments of liquidated damages shall have
been paid, during the residue of the Term each of the foregoing three alternatives being
separable. The rental and other payments named herein shall be deemed to be the Net
Minimum Rental plus all items of additional rental herein named. In addition to the
foregoing and regardless of which of the foregoing alternatives shall have been elected,
Tenant agrees to pay to Landlord on demand all expenses incurred by Landlord in order
to (a) obtain possession of the Premises; (b) make such reasonable alterations,
improvements, repairs, replacements, renovation, and restoration as Landlord deems
necessary or advisable to put the Premises in good and rentable repair, order and
condition; and (c) relet the Premises, including, without limitation, the reasonable fees
of attorneys,brokers, engineers, and architects.
Notwithstanding anything elsewhere in this Lease contained, however, in the event that during the
Term Landlord shall with good cause have sent four(4) or more notices in any contiguous 12 month
period of the kind referred to in Clauses (a) or (b) in the first sentence of this section, even though
Tenant shall have cured the failure or failures specified in such notices, or waived the cure thereof,
or, with respect to a notice of the kind referred to in Clause (b) in the first sentence of this section
commenced such cure and diligently prosecuted same at all times thereafter, and in the event that
subsequently Tenant shall fail to pay any item of rental or perform, fulfill, or observe any other
representation, warranty, or agreement of Tenant set forth herein (all as set forth in Clauses (a) and
(b) in the first sentence of this section), then and in any such event the provisions for notice and
grace periods set forth in such Clauses (a) and (b) shall not be applicable to such subsequent failure
or failures and, therefore, Landlord shall have the right,without demand or notice, to exercise all of
its rights and remedies set forth in this section or otherwise.
In the event that any failure by Tenant to perform, fulfill, or observe any agreement herein to be
performed, fulfilled, or observed by Tenant continues for thirty (30) days, or, in situations involving
potential danger to the health or safety of persons in, on, or about the Premises or a further material
deterioration of, or damage to, the Premises, after notice specifying such failure without its being
waived, its effect cured, or the cure thereof commenced and diligently prosecuted at all times
thereafter, Landlord may at its election perform, fulfill, or observe such agreement for and on behalf
of Tenant, and any amount that Landlord shall expend for such purpose, or that shall otherwise be
due by Tenant to Landlord hereunder, shall be deemed to be additional rental and shall be paid to
Landlord on demand.
All sums payable by Tenant under this that are not paid when due shall bear interest at the Lease
Interest Rate from the date of expenditure by Landlord, or the date the same shall have become due,
after applying tenant's grace period, to the date of payment thereof in full.
In addition to all of the rights and remedies of Landlord set forth in this Lease, if Tenant shall fail to
pay any item of rental due hereunder (whether denominated as Net Minimum Rental, additional
rental, or otherwise) within ten (10) days after the same shall have become due and payable, then
and in such event Tenant shall also pay to Landlord a late payment service charge (in order to
partially defray Landlord's administrative and other overhead expenses) equal to five percent (5%)
of such unpaid sum, it being understood that nothing herein shall be deemed to extend the due date
for payment of any sums required to be paid by Tenant hereunder or to relieve Tenant of its
obligation to pay such sums at the time or times required by this Lease.
18. Indemnity. Tenant and Landlord shall each exonerate and indemnify the other against all
claims, suits, obligations, liabilities, and damages, including attorney fees, arising out of any failure
by the other to perform, fulfill, or observe any obligation or liability of each as set forth in this
Lease, or any breach by either of any representation or warranty made in connection with this
Lease, or any negligent act or omission by either , or any condition of any kind, class, or
description, however and whenever caused or occurring, in any portion of, or in the vicinity of, the
Premises that the Landlord is obligated to maintain or repair, except to the extent caused by the
negligence or willful misconduct of the other party.
19. Broker. Tenant covenants and agrees that it did not deal with any broker in connection with this
Lease and the use and occupation of the Premises by Tenant other than those named herein.
20. Subsidiaries or Affiliates of Landlord. Tenant will not claim or attempt to enforce any right or
remedy against any one or more of the employees, agents, officers, directors, parents, subsidiaries,
or affiliates of Landlord arising out of, or in any way based upon, this Lease or any act or omission
by Landlord with respect to this Lease or all or any portion of the Premises or Shopping Center,
except to the extent expressly permitted by any written instrument signed by any one or more of the
foregoing. Specifically excluded from the provisions of this section are any claims based upon the
negligence, fraud or intentional act of such named parties.
21. Notice of Default to Landlord. Except in exigent circumstances where a shorter period is
reasonable, in no event will Landlord be deemed to be in default because of any failure by Landlord
to perform, fulfill, or observe any covenant or agreement set forth herein or because of any breach
of any warranty by Landlord set forth herein until thirty (30) days after notice to Landlord
specifying such failure or breach, without its being waived, or its effect cured, or the cure thereof
commenced and diligently prosecuted thereafter.
22. Subordination. Tenant will on request at any time or from time to time by any holder of a
mortgage on all or any portion of the Shopping Center, subordinate this Lease and all of Tenant's
rights and estate hereunder to such mortgage and to any renewals, extensions, substitutions,
refinancings, modifications, or amendments thereof, or declare this Lease to be prior to such
mortgage and to any renewals, extensions, substitutions, refinancings, modifications, or
amendments thereof, and agree with such holder that Tenant will attorn thereto in the event of
foreclosure and that Tenant will not without the consent of such holder amend this Lease or prepay
any item of rental hereunder.
23.No Liens. Tenant will forthwith cause any mechanic's, materialmen's, or other liens that may be
recorded or perfected or that may otherwise attach to all or any portion of the Shopping Center as a
result of work done by or for Tenant to be discharged, bonded, or released of record within thirty
(30)days of the date that Tenant learns of the existence of such lien.
24.Entry and Inspection by Landlord. Landlord and its agents shall have the right to enter into and
upon the Premises or any part thereof at all reasonable times to examine the same and make any
repairs or alterations Landlord is expressly required hereunder or desires to make thereto, upon
reasonable prior notice to Tenant (which may be telephonic, and which notice is not required in an
emergency) Access shall be provided during normal business hours, except in an emergency.
Tenant shall permit inspection of the Premises at all reasonable times by prospective purchasers or
mortgagees, upon reasonable prior notice to Tenant, and during the last six months of the Term,
Tenant shall permit inspection of the Premises at all times by prospective tenants (upon reasonable
prior notice to Tenant). In exercising these rights the Landlord agrees to take into consideration the
reasonable security concerns and restriction of its Tenant. Any and all repairs to be made with an
effort to minimize impact on tenant's business and will respect tenant's right of quiet enjoyment.
25. Notice to Mortgagee. Upon receipt of a request by Landlord or any holder of a mortgage on all
or any part of the Premises or Shopping Center, Tenant will thereafter send any such holder copies
of all notices of default or termination or both given by Tenant to Landlord in accordance with any
provision of this Lease. In the event of any failure by Landlord to perform, fulfill, or observe any
agreement by Landlord herein or any breach by Landlord of any 'representation or warranty of
Landlord herein, any such holder may at its election cure such failure or breach for and on behalf of
Landlord.
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26. Notice of Lease. Neither party will record this Lease, but each party will on demand by the other
party execute an appropriate notice of this Lease in form and substance reasonably satisfactory to
Landlord, and either party may record same at its expense. Promptly following the Commencement
Date, the parties will execute a document in recordable form and satisfactory in form and substance
to Landlord setting forth the commencement and expiration dates of the Term. In addition, promptly
following any termination of the Term prior to the expiration date of the Term specified herein, for
any reason whatsoever, Tenant will promptly execute and deliver to Landlord a document in
recordable form and satisfactory in form and substance to Landlord setting forth the date of
termination of the Term.
27. Waiver of Subrogation. Each party hereby waives all liability and all rights to recovery and
subrogation against, and agrees that neither it nor its insurers will sue the other party for any loss of
or damage to property arising out of fire or casualty, and each party agrees that all insurance
policies relating to the Premises will contain waivers by the insurer of such liability, recovery,
subrogation, and suit.
28. Repairs by Landlord. Except to the extent that the same shall be the responsibility of Tenant
pursuant to any other term or provision of this Lease, and except for delays caused by, or resulting
from, acts of God, war, fire, casualty, strike, shortage of labor or materials, or any other cause
beyond Landlord's control, Landlord agrees to maintain and repair all structural portions of the
Premises and the foundations thereof but not including, however, any interior walls (including,
without limitation, the demising walls, and the so-called glass or store front); the floor; sub-floor
(unless structural in nature); and all utilities therein. In no event shall Landlord be responsible for
indirect or consequential damage to any portion of the Premises that Landlord is not required by this
Section 28 to maintain and repair.
29. Estoppel Letter. Tenant will from time to time, upon not less than fifteen (15) days'prior request
by Landlord, deliver to Landlord or any actual or prospective purchaser or holder of a mortgage on
all or any part of the Premises a written statement certifying whether or not this Lease is in full
force and effect and stating (a) the last date to which the rental and other payments have been made;
(b) the amendments, if any, to this Lease; (c) whether or not Landlord is in default in the
performance, fulfillment, or observance of any representation, warranty, or agreement set forth
herein or has any indebtedness to Tenant for the payment of money; and (d) if so, each default or
indebtedness.
30. Collateral Assignment of Lease. With respect to any assignment by Landlord of Landlord's
interest in this Lease or the rental and other payments payable hereunder, conditional in nature or
otherwise, which assignment is made to the holder of a first mortgage on Landlord's estate, Tenant
agrees
(a) that the execution thereof by Landlord and the acceptance thereof by the holder of
such mortgage shall never be deemed an. assumption by such holder of any of the
obligations of Landlord hereunder, unless such holder shall, by notice sent to Tenant,
expressly otherwise elect; and
(b) that, except as aforesaid, such holder shall be treated as having assumed Landlord's
obligations hereunder only upon foreclosure of such holder's mortgage or the taking of
possession of the Premises.
31. No Liability. Anything else in this Lease to the contrary notwithstanding, Tenant shall look
solely to the estate and property of Landlord in the Shopping Center for the satisfaction of any claim
for the payment of money by Landlord by reason of any default or breach by Landlord of any of the
terms and provisions of this Lease to be performed, fulfilled, or observed by Landlord, and no other
property or assets of Landlord shall be subject to levy, execution, or other enforcement procedure
for the satisfaction of Tenant's remedies for any such default or breach.
32. Landlord While an Owner. As used herein, "Landlord" shall mean the owner from time to time
of Landlord's estate and property in the Shopping Center, and if such estate and property be sold or
transferred, the seller or transferor shall thereupon be relieved of all obligations and liabilities
hereunder thereafter arising or occurring, and the purchaser or transferee shall thereupon be deemed
to have assumed and agreed to perform and observe all obligations and liabilities hereunder
thereafter arising or occurring or based on occurrences or situations thereafter arising or occurring,
subject in any event to the provisions of Section 31.
33. Miscellaneous. All terms and provisions of this Lease shall be independent and shall inure to
the benefit of, and be binding upon, the personal representatives, successors, and assigns of the
parties, except as otherwise expressly provided herein. Every term and provision of this Lease shall
be deemed of the essence and every breach thereof material to Landlord. All representations,
warranties, and agreements of Tenant in this Lease shall be deemed special, unique, and
extraordinary; any breach of any provision thereof by Tenant for which breach the rights and
remedies of Landlord hereunder may therefore be enforced both at law or in equity,by injunction or
otherwise. All rights and remedies of each party shall be cumulative and not alternative, in addition
to, and not exclusive of, any other right or remedy to which such party may be lawfully entitled in
case of any breach or threatened breach of any term or provision herein except as otherwise
expressly provided herein. The rights and remedies of each party shall be continuing and not
exhausted by any one or more uses thereof, and may be exercised at any time or from time to time
and as often as may be expedient; any option or election to enforce any such right or remedy may be
exercised or changed at any time or from time to time. This Lease sets forth the entire agreement of
the parties, and no custom, act, forbearance,or words or silence at any time, gratuitous or otherwise,
shall impose any additional obligation or liability upon either party or waive or release either party
from any default or the performance or fulfillment of any obligation or liability or operate as against ,
either party as a supplement, alteration, amendment, or change of any term or provision set forth
herein, including this clause, unless set forth in a written instrument duly executed by such party n
expressly stating that it is intended to impose such an additional obligation or liability or to f
constitute such a waiver or release, or that it is intended to operate as such a supplement, alteration, 4
amendment, or change.
34. Notice. All notices and other communications, including, without limitation, designations,
advice, consents, approvals, directions, statements, requests, and demands, shall be in writing and
deemed given and delivered when mailed, by registered or certified mail, postage and registration or
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certification charges prepaid, addressed, in the case of Landlord, to Landlord at Landlord's Address
set forth in Section 1, and addressed, in the case of Tenant, to Tenant at Tenant's Address set forth
in Section 1, except that either party may by written notice to the other designate another address
that shall thereupon become the effective address of such party for the purposes of this section. The
foregoing shall be the exclusive method of giving and delivering notices and other communications
to Landlord, but this paragraph shall not prevent the giving or delivery of any notice or other
communication to Tenant in any other valid manner.
35. Local Law. This Lease shall be construed and enforced in all respects in accordance with the
laws of the Commonwealth of Massachusetts.
36. Headings. The Headings to the various sections of this Lease have been inserted for reference
only and shall not in any manner be construed as modifying, amending, or affecting in any way the
express terms and provisions hereof.
37. Separability. If any term or provision of this Lease or the application thereof to any person,
property, or circumstance shall to any extent be invalid or unenforceable, the remainder of this
Lease, or the application of such term or provision to persons, properties, and circumstances other
than those as to which it is invalid or unenforceable, shall not be affected thereby, and each term
and provision of this Lease shall be valid and enforced to the fullest extent permitted by law.
38. Tenant shall be entitled to terminate the lease if it is unable to obtain without any unacceptable
costs, all permits, variances and other governmental approvals needed for lawful construction and
operation of its intended use of the Premises and Landlord's approval of construction plans, within
ninety (90) days of Tenant's execution of this lease. Tenant will promptly apply for and pursue
legally-required and standard permits, licenses and other governmental approvals and, at its option,
may apply for and pursue such other permits, licenses and other governmental approvals (e.g.,
variances) as it deems appropriate. Landlord will cooperate with Tenant in procuring permits,
licenses, variances and other governmental approvals, including execution of any necessary
applications. If Tenant is unable to procure its necessary permits and approvals, Landlord shall
have the right but not the obligation to secure such permits and approvals on Tenant's behalf and at
tenant's reasonable expense. If the permits and approvals are denied or contain conditions
unacceptable to the Tenant, the Tenant may terminate this lease and receive a refund of its security
deposit.
39. Landlord shall provide to the Premises adequate utilities required for Tenant's permitted use
(including water, sewer, gas, electricity, including electricity for lighting, HVAC, telephone and fire
equipment) and separate meters for all such utilities. Landlord shall be responsible for all utility
hook-up and tap fees. Landlord shall provide Tenant with common trash dumpster or compactor on
the Premises
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40. Powers &Company is representing the Landlord,Landlord shall pay the brokerage commission
owed to such parties pursuant to a separate agreement. Parties warrant and represent that they have
not dealt with any other brokers.
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41. Landlord agrees to provide the Tenant and its contractors with access to the premises during
reasonable times for purposes of making its improvements. Tenant agrees to take reasonable steps
to minimize the interference with Landlord's other Tenants.
In connection with any Tenant improvements to the premises the Tenant shall provide the Landlord
with copies of all required permits at no expense to the Landlord. The Landlord shall approve all
contractors or subcontractors the Tenant employs in making the improvements. The Tenant shall
provide evidence of insurance for all contractors or subcontractors on the premises in such from as
may be reasonably required by the Landlord. If requested, the Tenant shall provide a release of lien
from each contractor to the Landlord. In the event any Lien is placed against the property due to the
work undertaken by the Tenant, the Tenant shall cause the lien to be discharges within 30 days at no
cost to the Landlord.
In the event that the Tenant abandons the premises before completing the improvements it shall be
liable to the Landlord for all consequential damages, including, but not limited to, lost rental value,
damage to the premises and the cost to complete the improvements.
Tenant shall assign to the Landlord any warranty for any improvements made to the Premises that
constitute fixtures to the premises.
WITNESS the execution hereof under seal the day and year first above written.
N ER CROSSROADS, LP
andlor
William J. Shaheen,Treasurer
PBJ DEVELOPMENT CORP.
GENERAL PARTNER
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TENANT
Howling Wolf North Andover, Inc.
BY• —--
eremy ,President
Authorized signature
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PERSONAL GUARANTY
In consideration of the foregoing lease by the landlord named therein the undersigned hereby
guarantees unto said landlord, and its successors and assigns, the punctual payment by the tenant
named in said lease of all rents and other payments payable or at any time falling due under said
lease or any extension or renewal thereof made pursuant to any option or right of said tenant in said
lease, and the full, faithful and punctual performance by said tenant of all the covenants, agreements
and provisions contained in said lease on the part of said tenant therein to be done, paid,performed
or observed prior to or during the term of said lease or any such extension of time or other
modification by said landlord of or with respect to any of the covenants, agreements and/or
provisions of said lease, or any such extension or renewal of said lease by said landlord, or consent
by said landlord to any assignment by said tenant of said lease and/or any such extension or renewal
thereof, or subletting by said tenant under said lease and/or any such extension or renewal thereof,
and no acceptance by said landlord of any one or more checks, notes, bills or other commercial
paper, with or without any party or parties thereto, or other property on account, or in payment, of
and/or as security for, any rent or other payment to be paid by said landlord with said tenant under
settlement or compromise made by said landlord with said tenant with respect to any such payment;
and no other favor or indulgence granted or shown to said tenant by said landlord shall in any way
affect the,liabilities of the undersigned hereunder, or in any way release the undersigned from the
obligations under the terms of this guaranty. The undersigned hereby waives demand and notice of
default or of nonpayment and all and every demand on notice, and all suretyship defenses. It is
covenanted between the parties hereto that wherever the context herein so requires or admits the
term "Landlord" shall include the landlord's successors and assigns, and the term "Tenant" shall
include the tenant's successors and assigns.
EXECUTED as a sealed instrument this day of 2017.
Jeremy
COMMONWEALTH OF MASSACHUSETTS
,ss
On this j L_day of2017,before me,the undersigned notary public,personally
appeared Jeremy Jones and p oved to me through satisfactory evidence of identification which was
a State issued driver's license, to be the person whose name is signed above and acknowledged to
me that he signed it voluntarily for its stated purpose.
PATRICIA A. HERING
Notary Public
G COMMONWEALTH OF MASSACHUSETTS
' My Commission Expires On
Notary Public June 01,2023
My commission expires:
Town of North Andover
Fiscal Year 2019
Budget Policy Statement
Board of Selectmen
Phil DeCologero, Chairman
Regina Kean
Chris Nobile
Rosemary Connelly Smedile
Richard M. Vaillancourt
Town Manager
Andrew W. Maylor
November 13, 2017
Overview
The North Andover Charter(section 9-2-3)requires that the Board of Selectmen,after consultation
with the Town Manager, issue a Budget Policy Statement relating to the upcoming fiscal year's
budget (FY19 - July 1, 2018 to June 30, 2019). The Charter states that the policy statement shall
establish the outer limits of possible budget growth for the town. The financial resources identified
in this report are preliminary and will be revised, as necessary during the budget process.
Budget Policy Objectives and Strategic Goals
The financial constraints which existed in the first decade of this century have been replaced with
an environment of relative fiscal stability, especially during the past four years. The FY19
spending plan will continue to focus on maintaining the Town's commitment to the
"Fundamentals" a set of policy objectives that seek to promote a single,pro-North Andover agenda
predicated on sustainability and stewardship. Contained within those Fundamentals are priorities
established by the Board of Selectmen as part of their strategic planning process. The primary
focus of the Fundamentals, assuming these priorities, includes:
• Financial - steadily improving the Town's financial condition through balancing budgets
and advancing responsible reserve policies that strengthen local government's flexibility
to act on pressing needs while protecting against the impacts of economic downturns that
could threaten municipal services delivery and the viability of the Town government. The
Town will continue to develop annual budgets which are structurally balanced and
continue to adhere to the Board's Financial Reserve Policies in order to retain the
Town's AAA bond rating. Priorities for the Board include a Five Year Capital
Improvement Plan that focuses on reducing the risk of deferred maintenance while
managing the impact that debt service can have on the operating budget. Additionally,
the Board remains committed to developing a long term strategy for the use and/or reuse
of the Stevens Estate, support buildings, and Osgood Hill.
• Economic Development—further supporting the Town through an aggressive agenda that
seeks to attract new revenue in a variety of forms, including property tax, auto excise tax
and building inspection fees. The Town will work with Merrimack College to develop a
"campus edge" vision which takes advantage of*the economic possibilities that college
students and their families can provide to the local economy. The Board will continue to
implement strategies to revitalize the downtown area and attract new businesses while
piloting new initiatives to reduce barriers to locating a business in Town, such as group
inspections and expanding the technical review committee process.
• Neighborhood Enhancement — continually producing improvements in each and every
neighborhood of the Town by updating infrastructure through a functioning Capital
Improvement Program, cleaning streets, enhancing open space, and tackling and resolving
long-standing problems. The Town will accelerate the Playground Master Plan by
completing both Phases 4 and S (Carl Thomas and Reynolds) in FY19. The goal for
subsequent years is to renovate two playgrounds per year, which would allow the Town
to complete the Playground Master Plan in seven years instead of eleven. In addition,
the Town will develop a plan to replace existing sidewalks which are in poor condition
and add new sidewalks, with strategic partners when possible (i.e. MassDot), in areas
which can improve pedestrian safety and/or connectpedestrians to local businesses. The
Town will also develop and fund a street tree replacement and augmentation program.
• Community Development—fully encouraging partnerships between Town government and
its stakeholders in North Andover's success, including other governmental entities, the
business community, non-profit leaders, neighborhood groups and individual residents, in
order to support a broad array of programs and initiatives that may or may not be Town-
run, but are all supportive of the Town's desire to promote the advancement of its families
and individual residents over a broad range of human needs, including, but not limited to,
affordable housing, health care, education and job training.In FY19, the Town will hire a
full time mental health/social services professional to address a wide range of resident
needs, serving as a conduit for assisting residents in accessing services in areas such as
substance abuse, mental health support, elder shut-in, and homelessness.In addition to
replacing all town owned street lights with energy efficient LED lights, the Board will
continue to explore ways to take advantage of the opportunities provided by being
designated a Green Community.
• Public Safety— constantly improving upon the protection of the public and its property by
initiating policy and providing the necessary resources, be it training, staffing or
equipment, to effectively carry-out the missions of the Town's law enforcement, fire and
emergency management agencies. The Board will focus on ensuring that all public safety
employees have the sufficient training and equipment to adequately perform their jobs.
This would include both capital and operating budget funded initiatives.
• Governmental Philosophy—becoming a more open,responsive and responsible municipal
government that not only hears the needs of its people, but develops and initiates efforts
designed to address those needs in an honest,fair, equitable, accountable and cost-effective
manner, while never sacrificing good government for the benefit of those whose goals run
counter to that of a pro-North Andover agenda. In FY19, the Town will complete the
codification and digitation of the general and zoning bylaws. The Town will develop a
tracking system for annual departmental budget goals which would allow for
management reporting and integration in the annual budget development process. The
Town is committed to working with division directors and department heads on
succession planning and mentoring of new management staff.
Town of North Andover
Financial Reserve Policies
Adopted by the North Andover Board of Selectmen on February 10, 2014
Adopted by the North Andover Finance Committee on February S, 2014
Updated and adopted by both the Board of Selectmen in April 2015 and the Finance
Committee in May 2015
Fund balance and reserve policies should be established to protect the Town from unforeseen
increases in expenditures, reduction in revenues, or a combination of both, or any other
extraordinary events. Fund balance and reserve policies also serve to provide an additional source
of funding for capital construction and replacement projects. Reserves should normally average
5% to 15% of the Town's General Fund budget.
There are two classes of reserves: 1)restricted reserves which are to be utilized only for the purpose
designated, 2) unrestricted reserves which can be utilized at the discretion of the authorized
personnel.
Reserve policies cover: Operating Reserves, which provide for unanticipated expenditures or
unexpected revenue losses during the year; Capital Reserves, which provide for normal
replacement of existing capital plan and the financing of capital improvements; OPEB Reserves
provide for funding of other post-employment benefit liability; Cash Flow Reserves, which
provide sufficient cash flow for daily financial needs; and Contingency Reserves provide for
unanticipated expenditures.
The Town shall maintain the following general, special and strategic reserve funds:
• Operating Reserves—The maintenance of adequate operating reserves is essential to the
financial strength and flexibility of the Town as a whole. Adequate operating reserves are
integral parts of the financial structure of the Town and help make it possible for the Town
to issue debt, among many other functions.
L Undesignated Fund Balance- Operating fund balance shall be maintained at sufficient
levels to absorb unpredictable revenue shortfalls and to insure desired cash flow levels.
With regard to the General fund, cash balances available at year end shall, in
combination with the new revenues,be sufficient to preclude any requirement for short-
term debt to sustain Town operations. Should this fund balance fall below 5% of the
"Fund Balance Floor", defined as General Fund revenue less state aid and
appropriations to reserve accounts, a plan for expenditure reductions and/or revenue
increases shall be submitted to the Board of Selectmen during the next budget cycle.
2. Free Cash — This reserve provides for the temporary financing of unforeseen
opportunities or needs of an emergency nature including increases in service delivery
cost. This is the portion of undesignated fund balance certified by the Department of
Revenue, Division of Local Services, as "Free Cash". Monies held in this reserve may
be appropriated during the current budget year and may also be used as a source of
revenue for the ensuing budget year. Of all general fund reserves this is the most
flexible.
• Stabilization Fund — a Stabilization Fund shall be maintained, under the provisions of
MGL Chapter 40, Section 5B.
1. The target funding level (TFL)for the Fund shall be an amount equivalent to 5% of the
Town's prior year's Total General Fund Revenue less appropriations to reserve
accounts. A Stabilization Fund Floor shall be established at 1.5% of the Town's prior
year's Total General Fund Revenue less appropriations to reserve accounts. The Fund
shall be funded only with Free Cash or one-time revenues.
2. The Stabilization Fund may only be used under the following circumstances:
a. To support the operating budget when General Fund Net Revenue, as defined
as Total Revenue less debt exclusions and state school building
reimbursements, increases less than 2.5% from the prior fiscal year.
b. To fund capital projects, on a pay-as-you-go basis, when available Free Cash
drops below $2 million in any year and only if the Capital Stabilization Fund
has reached its floor as defined in the Capital Stabilization Fund section of this
policy.
3. The level of use of the Stabilization Fund shall be limited to the following:
a. When supporting the operating budget under "2a" above, the amount drawn
down from the fund shall be equal to the amount necessary to bring the year-
over-year increase in the Town's prior year Net Revenue to 2.5%, or$1 million,
whichever is less. The draw down shall not occur in more than three consecutive
fiscal years and the maximum shall not exceed $2.5 million for the three year
period.
b. When funding capital projects, on a pay-as-you-go basis under "2b" above, no
more than $1 million may be drawn down from the fund in any fiscal year. The
draw down shall not occur in more than three consecutive fiscal years and the
maximum shall not exceed $2.5 million for the three year period.
4. In order to replenish the Stabilization Fund if used, in the year immediately following
any draw down, the Town shall formulate a plan to restore the Fund to the previously
identified TFL. Said funding shall come from Free Cash.
• Capital Stabilization Fund a Stabilization Fund shall be maintained,under the provisions
of MGL Chapter 40, Section 5B.
1. The TFL for the Fund shall be an amount equivalent to 1% of the Town's prior year
Total General Fund Revenues. A Capital Stabilization Fund Floor shall be established
at $25,000. The Fund shall be funded only with Free Cash or one-time revenues.
2. The Capital Stabilization Fund may only be used to fund projects which have been
approved as part of the Town's Capital Improvement Plan (CIP).
• Other Post-Retirement Benefits (OPEB) — — a Stabilization Fund established per the
provisions of MGL Chapter 40, Section 513, and a Trust Fund established per the provisions
of MGL Chapter 32B, Section 20 shall be utilized to reserve funds to offset the Town's
OPEB liability.
1. The aggregate target funding level(TFL)for these Funds shall bean amount equivalent
to 5% of the OPEB unfunded actuarial liability.
a. An amount equal to no less than 1% of the OPEB unfunded actuarial liability
shall be transferred to the Stabilization Fund from the Town's Health Insurance
Trust Fund at the time that the Stabilization Fund is established. Annually, an
amount equal to a minimum of 2.5% of the aggregate Fund balance of these
Funds shall be appropriated to either Fund from the operating budget or Free
Cash or both.
b. From time to time the Town shall analyze the balance in the Health Insurance
Trust Fund to determine if additional funds can be transferred into the OPEB
Funds.
2. In order to replenish the Funds if used, in the year immediately following any draw
down, the Town shall formulate a plan to restore the Funds to the previously identified
TFL. Said funding shall come from Free Cash.
• Overlay Reserve — established per the requirements of MGL Chapter 59, Section 25, the
Overlay is used as a reserve,under the direction of the Board of Assessors,to fund property
tax exemptions and abatements resulting from adjustments in valuation. The Board of
Selectmen shall, at the conclusion of each fiscal year, require the Board of Assessors to
submit an update of the Overlay reserve for each fiscal year, including, but not limited to,
the current balances, amounts of potential abatements, and any transfers between accounts.
If the balance of any fiscal year overlay exceeds the amount of potential abatements, the
Board of Selectmen may request the Board of Assessors to declare those balances surplus,
for use in the Town's Capital Improvement Plan (CIP) or for any other one-time expense.
• Enterprise Fund Retained Earnings Reserve—to provide rate stability in the Water and
Sewer Enterprise Funds,the funds will maintain retained earnings equivalent to a minimum
of three months of appropriated expenses. Retained earnings in excess of four months will
be appropriated to offset user fees directly or indirectly through capital project pay-as-you-
go funding of enterprise fund projects.
• Special Education Stabilization Fund — to provide stability in the delivery of public
education that could otherwise be adversely impacted by costs associated with special
education which were unforeseen at the time the annual fiscal appropriation was adopted
by an Annual Town Meeting, the Town will establish a Stabilization Fund per the
provisions of MGL Chapter 40, Section 5B. For the purpose of this policy unforeseen costs
are those for which neither experience nor reasonable judgment or planning could have
anticipated.
1. The target funding ceiling(TFC)for this Fund shall be$750,000 and the target funding
floor(TFF) shall be $100,000.
2. The school department can request a transfer from this Fund in an amount not to exceed
$250,000 in any one fiscal year if the following conditions are met:
a. Eligible costs are limited to out of district placements and transportation costs
associated with out of district placements.
b. The costs were unforeseen prior to the adoption by Town Meeting of the school
department budget in the fiscal year the funds are being requested.
c. The School Committee, Finance Committee, and Board of Selectmen each by
majority vote affirm that the costs were unforeseen and paying said costs from
the appropriated school department budget would adversely impact the delivery
of education in North Andover.
3. In order to ensure that the Fund is not depleted, and that proper financial planning is
undertaken to reduce the likelihood of future unforeseen costs, the aggregate amount
of transfers from the Fund in any two consecutive fiscal years is $400,000. The Town
shall formulate a plan to restore the Fund to the identified TFC when the balance of the
Fund drops below the TFF. Said funding shall come from Free Cash or other Reserves.
Note: Transfers from this Fund will require action at a Special Town Meeting.
Reserve Fund Balances
Undesignated Fund Balance/Free Cash
Fund balance as of June 30, 2016 $ 13,510,189
FYI revenues and other financing sources $ 94,080,434
FYI expenditures and other financing uses $(95,529,848)
Fund Balance as of June 30, 2017 12,060,775
Certified Free Cash as of June 30, 2017 9,673,069
Town Stabilization Fund
Fund balance as of June 30, 2017 $ 4,390,536
FYI contribution $ 159,831
Est. FYI Fund Balance as of June 30, 2018 S 4,550,367
Town Capital Stabilization Fund
Fund balance as of June 30, 2017 $ 922,888
FYI contribution $ 350,000
FYI Use of funds $( 750,000)
Est. FYI Fund Balance as of June 30, 2018 $ 529,888
Other Post-Retirement Benefits (OPEB) Liability
OPEB Liability as of June 30, 2015 (GASB 45) $ 107,321,707
OPEB Liability as of June 30, 2017 (GASB 74 & 75) $ 108,015,129
Other Post-Retirement Benefits (OPEB) Stabilization Fund
Fund balance as of June 30, 2017 $ 1,025,195
FYI Use of funds (to OPEB Trust) $( 500,000)
Est. FYI Fund Balance as of June 30, 2018 $ 525,195
OPEB Trust Fund
Fund Balance as of June 30, 2017 $ 904,874
FYI contribution $ 700,000
Est. FYI Fund Balance as of June 30, 2018 1.604.874
Special Education Stabilization Fund
Fund Balance as of June 30, 2017 $ 407,150
Enterprise Fund Retained Earnings Reserve
Water Fund - as of June 30, 2017 10.3 months*
Sewer Fund—as of June 30, 2017 9.7 months*
Stevens Estate Fund—as of June 30, 2017 9.2 months*
*assuming FY17 Budget Expenditures
Development of the Fiscal Year 2019 Budget
The budget development process is structured to integrate long range planning with the specific
short term decisions that need to be made in the upcoming fiscal year's budget. The Town has
adopted the Government Finance Officers Association (GFOA) budget format and other tools to
enhance the thoughtfulness and depth of the information gathering process that ultimately leads to
an approved comprehensive financial plan. The framework of the budget development process
includes:
Strategic Budget - Based on Long-Term Policies and Plans - The budget process began in
September with a strategic planning session involving the Town Manager and Board of Selectmen.
The Town Manager's Five Year Financial Forecast (to be presented in December), adopted
Financial Reserve Policies, the Five Year Capital Improvement Plan, and the continued
implementation of the Facilities Master Plan will provide the linkage to the strategic context for
the budget and reinforces the budget's role of implementing priorities within these plans.
Financial Context for the Budget — This review of available funding sources is a crucial first
step in the capital planning and budget processes of the Town. This policy statement will provide
the initial focus for budgeting development by setting broad expectations for the upcoming budget
cycle and giving general direction to budget planners.
Using the consensus State revenue estimate developed in early calendar 2017 as a barometer, the
economic scan for FY19 indicates that growth in the 3.5% - 4.0% range is realistic (specifically,
the state estimated 3.9% for FYI 8). This growth is down from the previous year and is consistent
with the national landscape where state government revenues have grown slower than other
sectors. Projecting how state economic growth translates into additional state aid or local receipts
such as motor vehicle excise tax can be a tricky business. Continuing our focus on prudent financial
management, which we began five fiscal years ago, we will assume very conservative revenue
projections including level funded state aid and a five year rolling average for revenue categories
most prone to fluctuation. It should be noted that this approach has already resulted in a significant
growth in reserve balances since FY12, increased financial flexibility and an AAA bond rating
from Standard and Poor's. Although there was an increase in building and inspection fees in FYI
and FY17 due to some larger economic development projects, there is not enough empirical data
to assume that these positive strides represent a trend in this area or that they will permanently
drive other revenue sources such as New Growth or Meals Tax.
Internal and external inflationary pressure remains modest and the result is a controllable increase
in expenditures. However, employee related costs still remain the most critical component of the
town's budget even after the transfer to the Group Insurance Commission (GIC) which saved
millions in health insurance costs for both the town and employees. As an example, the town's
retirement appropriation is expected to increase by more than 8% annually during the next decade
and currently represents nearly 5% of the town's General Fund expenditures. The focus is, and
will remain, on creating a sustainable service delivery model into the future by researching and
implementing creative ways to control spending through the use of technology and developing
strategic partnerships.
Financial Plan General Fund
Overview
General Fund Budget Summary
A key component of the budget development process is the identification of revenue assumptions
and projections to determine the range of choices the Town Manager can make in allocating
resources. Because of the critical nature of this information the Town Meeting voted to establish
in May 2004 the Revenue/Fixed Costs Review Committee whose main purpose is to advise the
Town Manager and other Town officials on projected revenues, other financial sources, and fixed
costs to facilitate the annual budget development process. The committee shall meet within thirty
days, but no later than December 1st, of the issuance of the Board of Selectmen's Budget Policy
Statement, and shall report to the Town Manager with their initial revenue projections within 45
days of their first meeting. The committee may continue to meet after the issuance of the report
for the purpose of providing continued advice. For the Fiscal 2019 Budget cycle the committee
held its initial meeting the week of November 3,2017 and will issue its report to the Town Manager
by December 18, 2017.
The Town does not have the statutory ability to change rates and formulas for many of its revenue
sources. The rates and/or formulas for property tax and certain fines, for example, are set by the
State. The Town may set user fees,permits and licenses. In 1980, the voters approved a statewide
property tax initiative, Proposition 2'/2. Prop. 2'/z established, among several restrictions, a "2 '/2
percent cap" on property tax increases in all local taxing districts in the State.
Town revenue is divided into six basic categories recommended by the National Committee on
Governmental Accounting. The categories are taxes, charges for services, licenses and permits,
fines and forfeits, intergovernmental revenue, and miscellaneous revenue. The following is a
discussion of the Town's projections for some of major categories in FY19.
TAXES
Real and Personal Property Tax
The primary sources of revenue for municipalities in the Commonwealth are the real property tax
and personal property tax. For purposes of taxation, real property includes land and buildings and
improvements erected or affixed to land and personal property consists of stock, inventory,
furniture, fixtures and machinery. The Town's Board of Assessors determines the value of all
taxable land,which is revalued at fair market value every five years and updated every year. FYI
is the next scheduled revaluation year for the Town. The Town's Board of Assessors is also
responsible for determining the value of personal property through an annual review process.
Major Changes:
There are three major factors that influence the amount of revenue generated by the real and
personal property tax:
1. Automatic 2.5% increase — Each year, a community's levy limit automatically increases by
2.5% over the previous year's levy limit.
2.New Growth—A community is able to increase its tax levy limit each year to reflect new growth
in the tax base. Assessors are required to submit information on growth in the tax base for approval
by the Department of Revenue as part of the tax rate setting process. In FY19, based on current
trends, new growth is estimated to be $650,000.
3. Overrides/Exclusions — A community can permanently increase its levy limit by successfully
voting an override. Debt and Capital exclusions are temporary increases in a communities levy
limit for the life of the project or debt service. Only a debt or capital exclusion can cause the tax
levy to exceed the levy ceiling. In FY19 the debt service from exclusions is estimated to be
$659,560. This is down more than$1.25 million from FY18 due to expiring debt from the purchase
of Osgood Hill/Stevens Estate, the Thomson School, and the North Andover Middle School. The
levy ceiling of a Town is 2.5% of the total valuation of the community. The ceiling for the Town
in FY18 was $118,560,419. As the following chart shows, the Town is substantially under its levy
ceiling.
TAX LEVY BREAKDOWN
Actual Actual Recap Projected Projected Projected
FY 2016 FY 2017 FY 2018 FY 2019 FY 2020 FY 2021
Tax Lfin it 64,297,287 66,535,334 68,769,490 71,355,993 73,789,893 76,234,641
Add 2.5% 1,607,432 1,663,383 1,719,237 1,783,900 1,844,747 1,905,866
Add New Growth 630,615 570,773 867,266 650,000 600,000 600,000
Add override - - - - - -
Levy Limit 66,535,334 68,769,490 71,355,993 73,789,893 76,234,641 78,740,507
+Debt Exclusion(s) 1,936,388 1,922,516 1,911,606 659,559 414,475 414,475
-SBA Reimb.-EXCLUDED DEBT - - - - - -
-Debt Exclusion Adjustment - - - - -
SBA interest reimb-High School (68,926) (68,926) (68,926) (68,926) (68,926) (68,926)
-Bond Premium
Subtotal Excluded Debt 1,867,461.37 1,853,589.49 1,842,680.11 590,633.23 345,548.85 345,548.85
Max Levy 68,402,795 70,623,080 73,198,674 74,380,527 76,580,189 79,086,056
ActualLevy 67,111,167 69,757,151
Excess Levy 1,291,628 865,929
Levy Increase$ 2,399,660 2,220,284 2,575,594 1,181,853 2,199,663 2,505,866
Levy Increase% 3.64% 3.25% 3.65% 1.61% 2.96% 3.27%
Levy Limit Increase$ 2,238,047 2,234,156 2,586,503 2,433,900 2,444,747 2,505,866
Levy Limit Increase% 3.48% 3.36% 3.76% 3.41% 3.31% 3.29%
Net Debt Exclusion 1,867,461 1,853,589 1,842,680 590,633 345,549 345,549
%Change
Year to Year Comparison FY14 FY15 FY16 FY17 FY18 FY19 FY18-FY19
Tax Levy(per RECAP) $63,205,294 $64,618,660 $67,413,241 $69,646,527 $72,931,408 $74,056,579 * 1.5%
*Estimated
2 $60
$44
$2
$
FYI PY15 FYI.6 PY17 PY18 FYI.9
Motor Vehicle Excise Tax Receipts — State law (Proposition 2 1/2) sets the motor vehicle excise
rate at $25 per $1000 valuation. The Town collects these monies based on data provided by the
Massachusetts Registry of Motor Vehicles. The Registry, using a statutory formula based on a
manufacturer's list price and year of manufacture, determines valuations. The Town in which a
vehicle is principally garaged at the time of registration collects the motor vehicle excise tax.
In January 1992, the Registry of Motor Vehicles implemented a new computer tracking system
that forces auto owners to pay their excise taxes. Those who do not pay will not be allowed to
renew registrations and licenses. Cities and towns must notify the Registry of delinquent taxpayers.
FYI 6 actual amount of excise taxes collected were well above the previous five year average,there
was a slight decline in FY17 which led us to believe this may be due to a timing issue and therefore,
we conservatively budgeted for FY18. A further review based on the most recent five year actual
collection average we are recommending a budgetary increase of$300k in FY19.
Major Changes:
This revenue source has been somewhat inconsistent during the past five years but has trended
mostly upward which is an indication that residents are feeling more confident about the economy
and as a result purchasing newer vehicles than in the previous decade. Due to this apparent change
in buying habits, the national economic situation and conservative budgeting practices, we are
recommending an increase of$300k in FY19.
%Change
Year to Year Comparison FY14 FY15 FY16 FY17 FY18 FY19 FY18-FY19
Motor Vehicle Excise $ 4,362,823 $ 4,107,364 $ 4,845,757 $ 4,753,698 $ 4,300,000 $ 4,600,000 * 7.0%
*Estimated
$5.0
$4.5
$ °
FY14 FY15 FY16 FY17 FY18 FY19
Penalties and Delinquent Interest— This category includes delinquent interest on all taxes and
tax title accounts. It also contains demand fees on real and personal property taxes as well as
demands and warrants on late motor vehicle excise taxes.
Delinquent Interest and Penalty Charges —The Town receives interest and charges on overdue
taxes. Interest rates for overdue real and personal property taxes are 14%,and for tax title accounts,
16%. The interest rate for delinquent excise tax accounts is 12% from the due date. State law
dictates the interest rate for taxes, while local bylaw sets water/sewer charges.
If real and personal property taxes are not paid by May 1, in the year of the tax, a demand for
payment notice ($30) is sent to all delinquent taxpayers. Delinquent motor vehicle taxpayers are
sent a demand($30), a warrant ($5), and two separate notices from a deputy tax collector($9 and
$14). The deputy collector's earnings come solely from delinquent penalty charges in lieu of a
salary.Demands are($30)and warrants are not issued for delinquent water/sewer service accounts,
which are subject to a lien on the real estate tax bill. Once a delinquent real estate account goes
into a process of tax title,there are other fees added to the property tax bills. These charges include
the cost of recording the redemption ($75/$30) and demand notices.
Host Community Fees — Through negotiated agreements the Town receives annual payments
from Wheelabrator as the"Host" community of their waste to energy facility located on Holt Road.
The revenue received from these two agreements exceeds $1.8 million annually.
In Lieu of Tax Payments — Many communities, North Andover included, are not able to put all
property within its borders to productive, tax generating uses. Federal, state and municipal
facilities, hospitals, churches and colleges are examples of uses that are typically exempt from
local property tax payments. The Town currently negotiates with one entity (the North Andover
Housing Authority)for a PILOT payment of approximately $30,000 per year. In fiscal year 18 the
Town negotiated a new PILOT with Osgood Solar for and annual payment of$86,280.
Municipal Lien Certificates — The Town Collector issues a certificate indicating any amount
owed on a particular parcel of property to an individual requesting the information within five days
of the request. The cost per certificate is $35 per parcel.
LICENSES AND PERMITS/SUMMARY
Licenses — License revenue arises from the Town's regulations of certain activities (e.g. selling
alcoholic beverages). A person or organization pays a license fee to engage in the activity for a
specific period. The primary licensing agency in the Town is the Board of Selectmen. All fees are
set by one of the three methods: State law, Town By-Law or Licensing Body.
Permits — Permits are also required when a person or business wants to perform a municipally
regulated activity (e.g., building, electrical, or plumbing services). The bulk of the permit revenue
is brought in through building permits, collected by the Building Department. All construction and
development on the Town must be issued a building permit based on the cost of construction. The
Board of Selectmen last adopted a revised building inspection permit fee schedule in Fiscal 2007.
The most common licenses and permits are briefly described on the following pages. A complex
fee schedule is available from the Board of Selectmen or the Building Department.
Liquor Licenses — Under Chapter 138 of the General Laws of Massachusetts, the Town is
empowered to grant licenses regulating the sale of alcoholic beverages. License fees vary
depending upon the type of establishment, closing hours, number of days open, and whether the
license is for all alcohol or beer and wine. All licenses issued by the Board of Selectmen,with the
exception of special and seasonal liquor licenses, have a maximum fee set by the State statute.
The Town may issue liquor licenses within the limits of the State quota system, which is based on
population. Special licenses carry a fee and do not fall under the State cap. Total revenue for special
licenses depends on the number and length of events that receive licenses.
Common Victualer — The common victualer license allows food to be made and sold on the
premises.
Entertainment — Entertainment licenses are issued for live performances, movie theaters,
automatic amusement machines, billiard tables, bowling alleys and several other forms of
entertainment.
Building Permits — Building permits are issued to qualified individuals and companies to do
repairs, alterations, new construction or demolitions in the Town. The cost of permits is based on
the estimated cost of the project or by a set fee.
Electrical Permits — Electrical permits are issued to licensed electricians to perform specific
electrical work. The cost of the permit is dependent on the number of switches, lights, alarms and
other electrical components included in the job.
Plumbing Permits—Plumbing permits are issued to licensed plumbers to install and repair piping
for a specific job. The fee is based on the amount and type of work being done.
Weights&Measurers—Weights and Measures permits are issued for scales,gas pumps and other
measuring devices.
Town Clerk Licenses &Permits—The Town Clerk issues licenses and permits primarily relating
to marriages, births, deaths, business certificates, raffles,passports and dog registrations.
Other Departmental Permits — Other Departments issue various permits including fire permits,
fire alarm box permits, firearms, fishing and boating permits.
Major Changes:
The Board of Selectmen adjusted Building Inspection fees based upon an analysis of similar fees
in surrounding communities in FY07. From FY 15 through FY18 the Town collected a substantial
amount of fees associated with several large scale residential developments, the expansion of
Merrimack College, and improvements at the Greater Lawrence Sanitary District. Excluding these
projects, fee collections have not shown an upward trend resulting from an increase in overall
construction activity. Therefore, in FY19 we are assuming a budget amount consistent with the
five year average in this category.
%Change
Year to Year Comparison FY14 FY15 FY16 FY17 FY18 FY19 FY18-FY19
Fees(Bldg,Plumb, Elec.,etc.) $ 969,597 $ 1,270,462 $ 1,848,740 $ 1,636,251 $ 1,183,800 $ 1,168,200 * -1.32%
*Estimated
V`$1,,2001 .......................
$1,050
$900;
$750 1 HHHHH,
FY14 FY15 FY16 FY17 FY18 FY19
%Change
Year to Year Comparison FY14 FY15 FY16 FY17 FY18 FY19 FY18-FY19
Licenses and Permits $ 272,553 $ 269,881 $ 293,251 $ 291,183 $ 274,500 $ 281,100 2.4%
*Estimated
$3CO ................................. —-------
$2gra
80
0 1260 i
........... ...................... �..........
..
5240 .1
FY14 FY15 FY16 FY17 FY 18, FY19
FINES AND FOREITS
Parking Fines – The collection of outstanding parking fines continues to be an important source
of revenue to the Town. The timely collection of fines has been aided by automation, and by State
law that prohibits violators from renewing their driver's license and registrations until all
outstanding tickets are paid in full.
Moving Violations -Non-parking offenses result in moving violation fines. Among the violations
included in this category are speeding, passing in the wrong lane, and failing to stop at the traffic
signal. These fines, collected by the District Court, are distributed to the Town on a monthly basis.
Major Changes:
The Municipal Relief Package passed by the Legislature in 2003 increased the amount of fines
that may be collected for violations of any regulations, orders, ordinances or bylaws regulating
parking of motor vehicles. Due to the implementation of wireless systems in many businesses
False Alarms fines which are included in this category have been on the decline and therefore the
FY19 budget estimate reflects that.
%Change
Year to Year Comparison FY14 FY15 FY16 FY17 FY18 FY19 FY18-FY19
Parking Fines/Moving
Violations $ 103,615 $ 90,414 $ 57,038 $ 54,463 $ 92,300 $ 83,200 * -9.9%
*Estimated
1 .........................................................................................................................................................................................
s no
0 550i ..,
FY14 FY15 FY16 FY17 FY18 FY19
INTERGOVERNMENTAL REVENUE
Cherry Sheet - State Cherry Sheet revenue funds are primarily intergovernmental revenue.
Cherry Sheet revenue consist of direct school aid, local aid and specific reimbursements and
distributions such as aid to public libraries,veterans benefits and a number of school related items.
For the FY18 budget process, the Town projected no increase of Cherry Sheet revenues based on
assumptions offered by the Governor's Budget. The largest dollar increase in Cherry Sheet revenue
in previous years was from Chapter 70 aid which increased 5.1%between FYI and FY18 (based
on actual receipts). As has been the practice,the FY19 budget estimate is based on the FY18 actual
from the adopted State budget.
Every year the Commonwealth sends out to each municipality a "Cherry Sheet", named for the
pink colored paper on which it was originally printed. The Cherry sheet comes in two parts, one
listing the State assessments to municipalities for MBTA, Retired Teachers Health Insurance, air
pollution control districts and the other state programs; the other section listed the financial aid the
Town will receive from the State for funding local programs. Each Cherry Sheet receipt is detailed
on the following pages.
School Aid — Chapter 70 school aid is based on a complex formula that takes into account: (1)
statewide average cost per pupil: (2) local district pupil counts, with weighing factors to reflect
varying costs among programs such as special education or vocational education, and (3)
municipal fiscal "ability to pay" for education, as measured by equalized valuation per capita as a
percent of statewide average.
Major Changes:
There has been a long standing proposal to overhaul the foundation budget and develop a new
method for measuring municipal ability-to-pay and for determining required local contribution and
school aid amounts. To date, no action has been taken regarding this proposal.
%Change
Year to Year Comparison FY14 FY15 FY16 FY17 FY18 FY19 FY18-FY19
Chapter 70 $ 7,163,024 $ 7,262,286 $ 7,921,497 $ 8,181,977 $ 8,181,977 $ 8,326,307 * 1.8%
*Estimated
0 $10.5
$ '."
$4,5
FY14 FY15, FY16 FY17 FY18 FY19
Local Aid — The major non-school state aid items are the Unrestricted Government Aid. These
funds are unrestricted and can therefore be used by the municipality for any municipal purpose.
Major Changes:
Starting in FY10 the Governor combined these two aid accounts (Local Aid and Additional
Assistance) into one category called Unrestricted General Government Aid (UGGA). UGGA has
increased by 8.4%between FY16 and FY18 (based on actual receipts).
%Change
Year to Year Comparison FY14 FY15 FY16 FY17 FY18 FY19 FY18-FY19
Unrestricted General Gvt
Aid $ 1,774,377 $ 1,823,582 $ 1,889,233 $ 1,970,470 $ 1,970,470 $ 2,047,318 * 3.9%
*Estimated
$ .'8 . ........................................................,
$1,6
FY14 FY15 FY16 FY17 IFY18 FY11
Veterans Benefits —Under Chapter 115, Section 6, municipalities receive a seventy-five percent
State reimbursement on the total expenditures made on veterans' benefits.
Charter Tuition Reimbursement — To reimburse sending districts for a student tuition and the
capital facilities tuition component they pay to Commonwealth charter schools. The capital
facilities tuition component includes interest and principal payments, for the construction,
renovation,purchase, acquisition, or improvement of school building and land.
Exemptions: Veterans, Blind Person, Surviving Spouse - To reimburse the municipality for
property tax exemptions granted to qualifying veterans, blind person, surviving spouse and elder
person.
State Owned Land—To reimburse the municipality for foregone tax revenue due to certain types
of tax exempt state-owned land.
MISCELLANEOUS REVENUE
Interest on Investments—Under Chapter 44 Section 55B of the Massachusetts General Laws, all
monies held in the name of the Town, which are not required to be kept liquid for purpose of
distribution, shall be invested in such a manner as to require the payment of interest on the money
at the highest possible rate reasonably available. The investment decision must take into account,
safety, liquidity, and yield. Investment of available town funds is the jurisdiction of the Town
Treasurer by statute.
Major Changes:
Interest rates on investments declined through FY12 and have shown only a minimum increase
since then. In fact, FY15 actual collections in this category declined from FY14 largely due to
level rates of return and more efficient project management resulting in a lower average daily cash
flow. With the Town's Undesignated Fund Balance increasing and the coinciding increase in cash
flow, Investment Income has trended upward in FY17 even though interest rates have remained
level during the same period. We expect that the final FY18 and FY19 results will reflect that as
well.
%Change
Year to Year Comparison FY14 FY15 FY16 FY17 FY18 FY19 FY18-FY19
Investment Income $ 121,627 $ 110,398 $ 93,173 $ 153,921 $ 100,000 $ 130,000 * 30.0%
*Estimated
$3949
$290
$x.90
$90 EMIR EWE=
FY14 FY15 FY16 FY'17HIS FY'19
Ambulance Service—The Fire Department operates the Town's municipal Basic Life Support
(BLS) ambulance service utilizing fire fighter EMTs. Revenue from the service is generated
based upon rates set by Medicare and the Board of Selectmen. Expenses associated with this
service are appropriated in the Fire Department budget and the annual Capital Improvement Plan
(CIP). It should be noted that the Town's ambulance service does not operate as an Enterprise
Fund and the revenues generated from this service do not fully cover the expenses to operate the
service.
Major Changes:
In early FY 2017 the Boards of Selectmen increased the rates associated with this service for the
first time in five years. The revenue assumptions for FY19 are level funded with FY18.
%Change
Year to Year Comparison FY14 FY15 FY16 FY17 FY18 FY19 FY18-FY19
Ambulance Receipts $ 958,291 $ 942,044 $ 959,662 $ 977,739 $ 960,000 $ 960,000 * 0.0%
*Estimated
$1 ........................
$1,
$�.9E$ 9 I
FY14 FY15 FY16 FY1 FY18 FY19
INTERGOVERNMENTAL /INTERFUND TRANSFERS
Water, Sewer, Stevens Estate, and GLSD Transfers - The Water, Sewer and Stevens Estate
funds, financed by water and sewer usage charges and event fees from the Stevens Estate,provide
reimbursement for direct and indirect costs associated with a variety of the Town services,
including those offered by Technology, Accounting, Town Manager, Treasurer/Collector,
Personnel,Town Counsel,and Town Clerk. Additionally, enterprise funds provide reimbursement
for employee benefits and maintenance of the Water, Sewer and Stevens Estate accounting and
billing systems along with property/casualty insurance and workers compensation policies. These
transfers are calculated by applying a percentage of the time spent by the relevant cost center to
the enterprise fund activity. The Greater Lawrence Sanitary District (GLSD) annually makes a
PILOT payment which is transferred to the General Fund to offset public safety costs.
%Change
Year to Year Comparison FY14 FY15 FY16 FY17 FY18 FY19 FY18-FY19
Interfund Tranfers $ 1,543,374 $ 1,576,648 $ 1,551,391 $ 1,588,365 $ 1,652,326 $ 1,691,777 * 2.4%
*Estimated
$1.6
0 $1,5
1.
1,
Y'14 FY15 FY16 FY17 FY18 FY19
A22re2ate Impact
The preliminary total revenues estimated for FY19 are expected to increase by $1,735,054, or
1.82%, from FY18 with the exclusion of one-time revenues. It should be noted that a reduction
in excluded debt of$1,246,347 negatively distorts this revenue estimate year over year. An
offsetting reduction in debt service of$981,705 helps mitigate this reduction in revenue. As
mentioned frequently in the preceding narrative, these estimates assume a prudence intended to
ensure our fiscal stability. The challenge has always been striking a balance between using
reasonable assumptions and being so conservative that the town foregoes service enhancements
that improve the quality of life of our residents. I believe the information contained herein strikes
that balance.
Expenditure Guidelines
Based upon these preliminary estimates the Town will have approximately $97.2 million of
available General Fund resources to fund the Fiscal Year 2019 operating budget. The Town
continues to explore ways to become more efficient and effective and recent successful examples
are reducing our energy costs through the Green Community projects and Net Metering Credit
Sales Agreement, migration to the Group Insurance Commission,implementing a resident service
reporting and tracking system, and sharing more resources with the school department. The
continued investment in our infrastructure through programs like the Facilities Master Plan, the
playground improvement plan, our street repaving plan, and our forthcoming long term sidewalk
improvement plan will help reduce the adverse impact that deferred maintenance had on our budget
in the past. Additionally, we have already started to prepare for a second phase of the Facilities
Master Plan. As mentioned previously, employee related costs will continue to be a stressor
regarding our operating budget especially in the areas of retirement and health insurance and we
must work with our local legislative delegation to achieve meaningful relief. The Town will also
need to develop a specific strategy to address the impact Other Post-Employment Benefits (OPEB)
which may have budgetary implications. The town will continue to explore additional initiatives
to improve the short and long term prospects of delivering high quality, sustainable level of
services to residents and local businesses while remaining cognizant of our commitment to
stewardship.
Conclusion
The $97.2 million in total budget spending for FYI results in an increase in available
departmental dollars of$2.4 million or 3.45% year over year. Similar to the approach taken last
year, we will instruct departments to request the funding they need to maintain level services in
their respect departments with the exception of the school department which should assume we
remain committed to our goal of reducing average classroom size in the elementary schools.
+w
INTEROFFICE MEMORANDUM
DATE: October 27,2017
TO: .Andrew Maylor,Town Manager
]FROM: Jim Stanford,Director of Public WorkZlj�5-
RE: Brook Street Culvert
Attached,please find a review Brook Street Culvert. As you are aware Brook Street has been
closed since the spring time due to flooding and road edge failure. A program estimate for
replacement of the culvert is approximately$400,000,however it must be notedt this is
preliminary estimate that would be refined once engineering is completed and we know the full extent
of wetland impacts, We currently do not have available funding to undertake this prqject,therefore the
road will need to remain closed fort e foreseeable future. Posting of the temporary road closure is
stillin effect,however we have reports that cars and equipment continue to use the road. l be
purchasing/installing additional barriers and warning signs or long-tern closure.
Brook Street is used as a convenient:access from Route 114 to Farnum Street and the Raleigh Tavern
neighborhood, however these properties still have access via Johnson Street. Given that all of the land
abutting Brook Street is owned by the farm, it should be anticipated that the farm may take issue with
e full mad closure. I will contact the owner to inform himadvance of the newbarrier installation.
In reviewing the replacement cost of the culvert, it is imperative to knowt this expense will not
eliminate the routine closure of the road due to the fact that the road will still be in a floodplain. In
looking at alternatives,the Towna t to consider discontinuing the road instead of replacing the
cult' I've discussed this possibility with TownCouncil, Suzanne Eagan. Discontinuance would
require a vote Town Meeting and we would have to shutoff the water t both ends of the mad.
waterThe 'n is a looped system it can be shut off permanently. If discontinuance is approved,
the Right-of-Way would then revert c to the abutters farm)and the road could serve as a
private driveway. The farm coulden replace the culvert or continue to traverse it at theirown risk.
Please let me know if you av questions r want to discuss the options in ter detail.
DEPARTMENT OF PUBLIC WORKS
TOWN OF NORTH ANDOVER
384 OSGOOD STREET
NORTH ANDOVER, MA 01845
Brook Street Culvert Review
Introduction:
Brook Street is an old farm road that is located off of Route 114,approximately 2 miles south of the
Route 125 intersection. It is paved 19 feet wide, approximately 1,600 linear feet long and connects
Route 114 to Farnum Street. There are several parcels that have frontage along Brook Street, but the
land is used as part of the Boston Hill Farm. A few gravel paths connect the road to farmland and out
buildings, but there are no homes along the street. The road serves as an access to Farnum Street and
the Raleigh Tavern neighborhoods. It was accepted by the Town of Andover in 1850, prior to North
Andover incorporation, and therefore is an accepted town public way/town maintained. Over the years,
the Town has performed routine maintenance including paving, minor culvert repairs and plowing.
The entire area is low-lying and located within the Ipswich River Watershed. There are dual 36"
corrugated metal (CMP)culverts approximately 800 LF from Route 114 that Boston Brook flows through.
There is significant water ponding on each side of the culvert,with the inlet completely submerged. In
addition to the culvert,the road has several utility poles and a Town water main that connects the
system from Route 114 to Farnum Street.
Condition:
The majority of the road is in good overall condition, however the road edge is collapsing and there are
a few patches at the culvert location due to failures in the culvert material. The pipe was patched with
plastic in the early 90's as part of water main work. Visual observation of the culvert confirmed that it is
in very poor condition. The inlet headwall has failed with significant side slope erosion. The
downstream granite headwall is in place, but eroding on the road side.
During wet weather conditions,water routinely overtops the road, necessitating closure of the road.
Currently,water levels are below the road elevations, however the road remains closed due to safety
concerns of the edge erosion and pavement loss.
Corrective Measures/Cost:
The culvert is past its useful life and needs to be replaced if vehicle traffic is to use the road. Given that
it is in a wetland resource area and flows a named brook, replacement will be a major project requiring
hydraulic analysis,wetlands evaluation and restoration. Regulations will not allow replacement of the
culverts in kind and therefore a 3 sided box or open span concrete structure will be needed.
A program estimate of the cost is included, however it must be noted that preliminary engineering has
not been done and the cost may increase if replication of wetlands is required. It must also be
noted/highlighted,that even though a new structure will increase the flow capacity, the area is still low-
lying and will be subject to continual road closures from wet weather/flooding events.
10/26/2017 Page 1 of 3
Survey engineering and permitting would take 6 months with bidding and construction and additional 3
months for atotal project schedule of9months, Construction would need Uzbecompleted during low
flow seasons(summer/eaMyfaU).
Temporary road closed signs are currently in place, however permanent barricades are needed to keep
traffic off ofthe road.
Program Estimate
Survey,engineering and permitting: $85,000
Inspection/Compliance: $15,000
Open Span Concrete Structure: $250,000
Restoration: $12,000
Contingency(approx. 1O96): $38�X�8
Total $400,000
Map:
if
t�B r�o o k�St.C u I
rt
10/26/2017 Page 2of3
Photos:
V
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t%
/���/ / j/j� ���ii IMI i� I�� iIiIIIII�IIII�IIII
f,
Brook St.Culvert®looking East Brook St.Culvert-Inlet
�r r
I
II�III
k
4
i
i
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Brook St.Culvert-®Outlet/Headwall
10/26/2017 Page 3 of 3
TOWN OF NORTH ANDOVER
OFFICE OF
TOWN C.'OUNSEL
120 MAIN STREIT
NORII I ANDOVI-,,',R, MASS ACIA U S FIA"I'S 018,15
Suzanne P. F"gMI TFIL. (9781794-f 709
Town Counsel FAX (978) 688-9556,
Segall(
November 13, 2017
To: Chairman and Members of the Board Selectmen
From: Suzanne P. Egan, Town Counsel e^
Date: November 13, 2017
Re: General Bylaw Prohibiting Marijuana- Special Town Meeting
Recently, the Municipal Law Division of the Attorney General's Office (the "AG") advised
Towns that intend to prohibit marijuana establishments should adopt a general bylaw prohibiting
the same prior to April 1, 2017 and if holding a special town meeting is necessary to do so,then
such a process should be undertaken.
The AG explained that on April 1, 2017, the Cannabis Control Commission (the"CCC") will
begin accepting applications from businesses seeking a license to operate a marijuana
establishment. AG expressed concerns that a marijuana establishment may apply for and be
granted a license to operate in a Town in spite of the Town having adopted a zoning moratorium
prohibiting marijuana establishments. The AG has stated that there is a risk that the zoning
moratorium will not be treated the same as a general bylaw prohibiting the marijuana
establishments and that therefore to eliminate any risk a general bylaw should be adopted prior to
April 1, 2017.
A general bylaw prohibiting marijuana is distinct from a zoning bylaw. The zoning moratorium
is in effect until November 2018. Prior to that date, a zoning bylaw regulating the use, siting,
and operation of marijuana establishments must be drafted. Adopting the general bylaw first,
will help the Planning Board draft the zoning bylaw.
North Andover Fire Department Page: 1
Incident Analysis Printed: 11/04/2017
From 10/01/2017 Thru 10/31/2017
Incident Type
Incident Type Occurrences Percentage
Cooking fire, confined to container 3 0. 6
Passenger vehicle fire 1 0.2
Forest, woods or wildland fire 1 0.2
Rescue, EMS incident, other 31 6.5
Medical assist, assist EMS crew 7 1.5
Emergency medical service incident, other 82 17.2
EMS call, excluding vehicle accident with injury 139 29.2
Motor vehicle accident with injuries 8 1.7
Motor vehicle/pedestrian accident (MV Ped) 2 0.4
Motor vehicle accident with no injuries. 19 4.0
Search for lost person, other 2 0.4
Search for person on land 1 0.2
Extrication, rescue, other 1 0.2
Removal of victim(s) from stalled elevator 1 0.2
Gasoline or other flammable liquid spill 2 0.4
Gas leak (natural gas or LPG) 4 0.8
Carbon monoxide incident 4 0.8
Electrical wiring/equipment problem, other 3 0. 6
Overheated motor 2 0.4
Power line down 19 4.0
Arcing, shorted electrical equipment 1 0.2
Service Call, other 2 0.4
Lock-out 2 0.4
Water problem, other 6 1.3
Water evacuation 1 0.2
Smoke or odor removal 3 0. 6
Public service assistance, other 3 0. 6
Public service 2 0.4
Assist invalid 6 1.3
Unauthorized burning 2 0.4
Cover assignment, standby, moveup 3 0. 6
Good intent call, other 2 0.4
Dispatched & canceled en route 8 1.7
No incident found on arrival at dispatch address 3 0. 6
Smoke scare, odor of smoke 2 0.4
HazMat release investigation w/no HazMat 1 0.2
False alarm or false call, other 2 0.4
ERROR OR TRAINING EVENT 5 1.1
Sprinkler activation due to malfunction 8 1.7
Smoke detector activation due to malfunction 13 2.7
Alarm system sounded due to malfunction 17 3. 6
CO detector activation due to malfunction 7 1.5
Unintentional transmission of alarm, other 1 0.2
Sprinkler activation, no fire - unintentional 6 1.3
Smoke detector activation, no fire - unintentional 15 3.2
Detector activation, no fire - unintentional 2 0.4
Alarm system activation, no fire - unintentional 15 3.2
Carbon monoxide detector activation, no CO 2 0.4
Wind storm, tornado/hurricane assessment 4 0.8
TOTAL 476 100.0
For Districts: All
For Situations: All
For Jurisdictions: All
For Street (s) : All
For Location: All
.1 t-'W
N F .IV( 1R 'TI1VI�G� 'E��, MASSACHUSETTS
'TAS' .w
Fre Department
795 Chickering Ro,ad Street, North Anclover, MSI 0'1845
Telephone 978-688-9590, Fax 978-688.9594
November 9, 2017
Mr. Andrew Maylor
Town Manager
Town of North Andover
120 Main Street
North Andover, MA 01815
Re: Overdose Statistics
:Gear Mr. Maylor,
Attached please find the monthly Overdose Report which breaks down by month incident
responses that the North Andover Tire and police Departments have responded to since January
1, 2014 through October 31, 2017. This information has been compiled from ArnbuPro Next
Caen, OCI Software which the fire department utilizes for our electronic patient care reporting as
required by the Massachusetts Department of Public Health..
Should you have any questions, please do not hesitate to contact me.
Thank you,
eje1,ter W
Jeffrey Deschenes, NRE T, IC
DMS Training & Education Officer
Norah Andover Fire Department
EXPLAINA TION OF TERMS
Cardiac Arrest: Sudden cardiac arrest is the sudden, unexpected loss of heart function,
breathing and consciousness. Sudden cardiac arrest usually results from an electrical disturbance
in your heart that disrupts its pumping action, stopping blood flow to the rest of your body.
These patients are provided resuscitation efforts with cardiopulmonary resuscitation, airway
management and automatic external defibrillator.
Cocaine: is a strong stimulant mostly used as a recreational drug. Cocaine has powerful
negative effects on the heart and brain. Occasional users run the risk of sudden death with
cocaine use. Cocaine use is bad for the heart. Cocaine increases heart rate and blood
pressure while constricting the arteries supplying blood to the heart. The result interrupts blood
flow to the heart muscle itself, which can cause a heart attack even in young people without heart
disease.
Dead on Arrival(DOA): Is a term used to indicate that a patient was found to be already
clinically dead upon the arrival of professional medical assistance. Examples of Dead on Arrival
according to the Massachusetts Department of Public Health are as follows;
Date of Service (DOS): The date in which the fire department responded to a call for assistance.
Fentanyl: Is a potent, synthetic opioid analgesic with a rapid onset and short duration of action.
Opiate: Opiates are a group of drugs that are used for treating pain. They are derived from opium
which comes from the poppy plant. Opiates go by a variety of names including opiates, opioids,
and narcotics. The term opiates is sometimes used for close relatives of opium such as codeine,
morphine and heroin, while the term opioids is used for the entire class of drugs including
synthetic opiates such as Oxycontin. Some of the more common opiates are Codeine, Vicodin,
Hycodan, Morphine, Oxycontin, Percoset, Dilaudid, and Fentanyl.
Polysubstance Overdose: A polysubstance overdose is when a person is in an intoxicated state
without a preference for one particular substance as several substances have been mixed
together. Although any combination of three drugs can be used, more likely alcohol is commonly
used with other substances such as cocaine and heroin. In the substance abuse context, it usually
refers to the use of multiple illicit drugs, however, it can also apply to prescription medications
used for nonmedical purposes. People often use multiple substances in an attempt to enhance the
effect of a single drug to create a more intense high.
NOTES:
On July 12, 2016 (Polysubstance Overdose): A person with polysubstance overdose is when a
person is in an intoxicated state without a preference for one particular substance as several
substance have been mixed together for the ultimate effect. Although any combination of three
drugs can be used, more likely alcohol is commonly used with other substances such as cocaine
and heroin.
On July 17, 2016 (Fentanyl Overdose resulted in Cardiac Arrest): This call was further
investigated by the North Andover Police Department. Fentanyl is a potent, synthetic
opioid analgesic with a rapid onset and short duration of action. This Fentanyl Overdose is in
keeping with the trend that is being seen across the Merrimack Valley.
On July 30, 2016 (Cocaine Overdose): Cocaine is a strong stimulant mostly used as a
recreational drug. Cocaine has powerful negative effects on the heart and brain. Occasional
users run the risk of sudden death with cocaine use. Cocaine use is bad for the heart. Cocaine
increases heart rate and blood pressure while constricting the arteries supplying blood to the
heart. The result interrupts blood flow to the heart muscle itself, which can cause a heart
attack even in young people without heart disease.
On August 8, 2016 (Ingested Percocets): The drug Percocet contains a combination of
acetaminophen and oxycodone. Oxycodone is an opioid pain medication. An opioid is
sometimes called a narcotic. Oxycodone is used to treat moderate to severe pain.
On October 30, 2017: The patient accidently overdosed on prescription pain medication.
North Andover Fire Department
Opiate Overdoses By Month
2014
5
4
3
2
1
0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
North Andover Fire Department
Opiate Overdoses By Month
2015
6
5
4
3
2
I
0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
North Andover Fire Department
Opiate Overdoses IBy Month
2016
6
5
4
3
2
1
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
North Andover Fire Department
Opiate Overdoses By Month
2.017
6
5
4
3
2
to
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
North Andover Fire Department
Opiate Overdose Statistics
2014 Resident vs. Non-Resident
u �
Resident
Non-Resident
North Andover Fire Department
Opiate Overdose Statistics
2015 Resident vs, Non-Resident
M Resident
n Non-Resident
North Andover Fire[department
Opiate Overdose Statistics
2016. Resident vs. Non-Resident
Resident
North Andover Fire Department
Opiate Overdose Statistics
2017 Resident vs.Non-Resident
nA Resident
Non-Resident
North Andover(Fire Department
Opiate Overdoses- Resident vs. Non-Residents
Jan. 2014-October 2017
41 a Residents
ON Non-Residents
North Andover Fire Department
Opiate Overdose Statistics By Year
2017
2016
2015
IMES==
2014
0 5 10 15 20 25 30 35 40
Number of overdoses
North Andover Fire Department
Opiate Overdoses By Gender By Year
2017
a,
2016
w
2015
2014
0 5 10 15 20 25 30
n Female FA Male
North Andover Fire Department
Opiate Overdoses By Age Group By year
14
12
1
-°a 10
a $
a 6
�r
n 4
E
it Y f i X11
15-20 21-2 ! 26-30 31-35 36-40 41-45 46-50 51-55 56-60 60+
n2014 1 3 6 1 2 0 2 0 0 0
2015 0 6 7 2 4 3 1 2 0 0
VA 216 1 3 12 7 5 3 0 1 1 1
2017 0 5 2 5 4 2 2 1 0 3
Age Brackets by Year
y.
TOWN OF NORTH ANDD E'ER, MASSACHUSETTS
Fire Department
795 Chickering I?oad Street, North Andover, MA 01845
Tele]3hone 978-688-9590 Fax 978-688-959'4
North Andover Fire Department
(.overdoses & Intranasal Naloxone Administration
January 1, 2014 — October 31, 2017
.Affiliate Hospital: Lawrence General Hospital
1 General Street
Lawrence, MA 01.841
Affiliate Pharmacy: Lawrence General Hospital
Medical Director: Dr. George Kondylis
Director of Emergency Medical Services
Lawrence General hospital
Statistical data obtained from AmbuPro EMS, OCI Software.
Total Overdoses for Time Period
• Total Calls for Opiate Overdoses (OD): 97
• ALS Narcan Administration: 6
• NAFD Narcan Administration: 49
• NAPD Narcan Administration: 1
• Opiate OD--Cardiac Arrest: 9
• Opiate OD—Dead On Arrival: 2
• Resident: 53
• Non Resident: 44
Breakdown of Statistics
January 201.4: -No Incidents
February 2014:. -Heroin OD —ALS Used Narean
Incident##: 1009124
DOS: 02/01/2114
Resident
Gender: Male
Age: 50
1
North Andover Fire Department Intranasal Naloxone Administration (cont.)
February 2014 cont. -Heroin OD —Patient Conscious Upon Arrival
Incident#: 1009146
DOS: 02/04/2014
Non-Resident
Gender: Male
Age: 17
March 2014: -Heroin OD—ALS Used Narcan
Incident#: 1009385
DOS: 03/21/2014
Resident
Gender: Male
Age: 25
April 2014: -No Incidents
-Members of the North Andover Fire Department received training by
Lawrence General Hospital in the administration of Intranasal Naloxone
as a result of a Public Health Emergency declared by Governor Deval
Patrick.
May 2014: -No Incidents
-Intranasal Naloxone was put into service at North Andover Fire
Department.
June 2014: -Heroin OD to Cardiac Arrest (Narcan Not Administred)
Incident#: 1009829
DOS: 06/09/2014
Non-Resident
Gender: Male
Age: 50
-Heroin OD—NAFD Administered Narcan
Incident#: 1009865
DOS: 06/16/2014
Resident
Gender: Male
Age: 26
-Heroin OD--NAFD Administered Narcan
Incident#: 1009902
DOS: 06/25/2015
Non-Resident
Gender: Male
Age: 28
2
North Andover Fire Department Intranasal Naloxone Administration (cont.)
July 2014: -Heroin OD—Patient Conscious Upon Arrival
Incident#: 1009967
DOS: 07/08/2014
Resident
Gender: Male
Age: 28
-Heroin OD—Patient Conscious Upon Arrival
Incident#: 1010033
DOS: 07/20/2014
Resident
Gender: Female
Age: 29
August 2014: -Heroin OD—Patient Conscious Upon Arrival
Incident#: 1010202
DOS: 08/26/2014
Non-Resident
Gender: Female
Age: 25
September 2014: -No Incidents
October 2014: -Heroin OD—NAFD Administered Narean
Incident#: 1010404
DOS: 10/05/2014
Resident
Gender: Female
Age: 24
-Heroin OD—NAFD Administered Narcan
Incident#: 1010418
DOS: 10/07/2015
Resident
Gender: Female
Age: 37
-Heroin OD----NAFD Administered Narcan
Incident#: 1010491
DOS: 10/22/2014
Non-Resident
Gender: Male
Age: 23
3
North Andover Fire Department Intranasal Naloxone Administration (cont.)
October 2014 cant. -Heroin OD—NAFD Administered Narcan
Incident# 1010554
DOS: 10/31/2014
Non-Resident
Gender: Mate
Age: 36
November 2014: -Heroin CSI?to Cardiac Arrest (Narean Not Administred)
Incident 4: 1010560
DOS: 11/2/2014
Non-Resident(Sane patient as DOS: 10/31/2014)
Gender: Male
Age: 35
December 2014: -Heroin OD —Patient Conscious upon Arrival
Incident#: 1010775
DOS: 12/9/2014
Resident
Gender: Mate
Age: 26
January 2015: -Heroin OD,—NAFD Administered Narcan
Incident#: 101.0982
DOS: 01/16/2015
Resident
Gender: Male
Age: 28
-Heroin OD—NAFD Administered Narcan
Incident 4: 1011039
DOS: 01/27/2015
Non-Resident
Gender: Male
Age: 22
February 2015: -Heroin OD—DOA, Obvious Signs of Death Ippon Arrival
Incident#: 1011159
IGS: 02/16/2015
Resident
Gender: Female
Age: 26
-Heroin OD —NAFD Administered Narcan
Incident 4: 1011172
IGS: 02/18/2015
Resident
Gender: Male
Age: 27
4
North Andover Fire Department Intranasal Naloxone Administration (cont.)
February 2015 cont. Heroin OD—NAFD Administered Narcan
Incident#: 1011203
DOS: 02/24/2015
Resident
Gender: Female
Age: 29
-Heroin OD—NAFD Administered Narcan
Incident#: 1011221
DOS: 02/27/2015
Resident
Gender: Male
Age: 42
March 2015: -Heroin OD to Cardiac Arrest (Narcan Not Administred)
Incident#: 1011277
DOS: 03/10/2015
Resident
Gender: Male
Age: 52
April 2015: -Heroin OD—NAFD Administered Narcan
Incident#: 1012669
DOS: 04/12/2015
Resident
Gender: Male
Age: 39
May 2015: -Heroin OD—NAFD Administered Narcan
Incident#: 1011604
DOS: 05/04/2015
Resident
Gender: Male
Age: 27
-Heroin OD to Cardiac Arrest (Narcan Not Administered)
Incident#: 1011770
DOS: 05/31/2015
Resident
Gender: Male
Age: 54
June 2015: -Heroin OD--Patient Conscious Upon Arrival
Incident#: 1011835
DOS: 06/09/2015
Resident
Gender: Male
Age: 45
5
North Andover Fire Department Intranasal Naloxone Administration (cont.)
June 2015 cont. -Heroin OD—NAFD Administered Narean
Incident#: 1012693
DOS: 06/13/2015
Resident (Same patient as DOS: 04/12/2015)
Gender: Male
Age: 38
-Heroin OD—Patient Conscious Upon Arrival, Narcan administered by parent
Incident#: 1011877
DOS: 06/18/2015
Resident
Gender: Mate
Age: 23
-Heroin OD—NAFD Administered Narcan
Incident#: 101269?
DOS: 06/19/2015
Resident
Gender: Male
Age: 31
-1-leroin OD—NAFD Administered Narcan
Incident#: 1011911
DOS: 06/23/2015
Resident
Gender: Male
Age: 38
July 2015: -Heroin OD to Cardiac Arrest (Narean Not Administered)
Incident#: 1011957
DOS: 07/02/2015
Non-Resident
(lender: Male
Age: 24
August 2015: -Heroin OD—NAFD Administered Narean
Incident#: 1012962
DOS: 08/29/2015
Resident
Gender: Male
Age: 23
September 2015: -Heroin OD—NAPD Administered Narean
Incident#: 1013018
DOS. 09/11/2015
Non-Resident
Gender: Female
Age: 29
6
North Andover Fire Department Intranasal Naloxone Administration (cont.)
September 2015 cont.-Heroin OD —Patient Conscious,Upon Arrival
Incident#: 1013019
DOS: 09/11/2015
Non-Resident
Gender: Female
Age: 26
-Heroin OD—NAFD Administered Narcan
Incident#: 1013031
DOS: 09/13/2015
Resident (Same patient as DOS: 02/27/2015)
Gender: Male
Age: 43
-Heroin OD—NAFD Administered Narcan
Incident#: 1013103
DOS: 09/27/2015
Non-Resident
Gender: Male
Age: 24
October 2015; -Heroin OD to Cardiac Arrest (Narcan Not Administered)
Incident #: 3000009
DOS: 10/3/2015
Non-Resident
Gender: Male
Age: 34
-Heroin OD—NAPD Administered Narcan
Incident#.: 3000022
DOS: 10/08/2015
Non-Resident
Gender: Male
Age: 39
-Heroin OD—NAFD Administered Narcan
Incident 4. 2000109
DOS: 10/30/2015
Non-Resident
Gender: Male
Age: 21
-Heroin OD—NAFD Administered Narcan.
Incident#: 3000084
DOS: 10/30/2015
Non-Resident
Gender: Male
Age: 49
7
North Andover Fire Department Intranasal Naloxone Administration (cont.)
November 2015: -No Incidents
December 2015: -No Incidents
January 2016: -Heroin OD—NAPD Administered Narcan
Incident#4000163
DOS: 01/04/2016
Non-Resident
Gender: Female
Age: 26
February 2016: -Heroin OD—NAFD Administered Narcan
Incident# 2000418
DOS: 02/02/2016
Resident
Gender: Male
Age: 43
March 2016: - Heroin OD—NAFD Administered Narcan
Incident#4000293
DOS: 03/03/2016
Non-Resident
Gender: Female
Age: 39
- Heroin OD—DOA, Obvious Signs of Death Upon Arrival
Incident#3000230
DOS: 03/17/2016
Non-Resident
Gender: Male
Age: 25
-Heroin OD—NAFD Administered Narcan
Incident# 2000551
DOS: 03/18/2016
Non-Resident
Gender: Male
Age: 57
-Heroin OD—NAFD Administered Narcan
Incident# 3000253
DOS: 03/25/2016
Non-Resident
Gender: Female
Age: 34
8
North Andover Fire Department Intranasal Naloxone Administration (cont.)
April 2016: -Heroin OD—NAPD Administered Narcan
Incident# 3000312
DOS: 04/13/2016
Non-Resident
Gender: Male
Age: 41
-Heroin OD---NAFD Administered Narcan
Incident# 2000652
DOS: 04/17/2016
Non-Resident
Gender: Male
Age: 28
May 2016: -Heroin OD—NAFD Administered Narcan
Incident# 3000386
DOS: 05/06/2016
Resident
Gender: Male
Age 35
-Heroin OD - Patient Conscious Upon Arrival
Incident#4000323
DOS: 05/20/2016
Non-Resident
Gender: Female
Age: 27
June 2016: -Heroin OD—NAPD Administered Narcan
Incident# 2000829
DOS: 06/02/2016
Non-Resident
Gender: Male
Age: 27
July 2016: -Heroin OD—NAFD Administered Narcan
Incident#2000961
DOS: 07/06/2016
Resident
Gender: Male
Age: 28
-Fentanyl OD to Cardiac Arrest—Under Investigation by NAPD
Incident# 3000613
DOS: 07/10/2016
Resident
Gender: Male
Age: 30
9
North Andover Fire Department Intranasal Naloxone Administration (cont.)
July 2016 cont. -Heroin OD—NAFD & LGH ALS Administered Narcan
Incident# 3000616
DOS: 07/11/2016
Resident
Gender: Male
Age: 33
-Unknown Poly Substance OD—NAFD & LGH ALS Interventions
Incident# 2000982
DOS: 07/12/2016
Resident
Gender: Female
Age: 23
-Heroin OD----Patient Conscious Upon Arrival
Incident#2001025
DOS: 07/25/2016
Non-Resident
Gender: Male
Age: 41
-Cocaine OD—NAFD & LGH ALS Interventions
Incident# 3000661
DOS: 07/30/2016
Resident
Gender: Female
Age: 29
August 2016 -Opiate OD—Patient Conscious Upon Arrival
Incident# 3000685
DOS: 08/04/2016
Resident
Gender: Male
Age: 55
-Heroin OD—NAFD Administered Narcan
Incident# 3000697
DOS: 08/07/2016
Non-Resident
Gender: Male
Age: 40
-Heroin OD--NAFD Administered Narcan
Incident# 3000715
DOS: 08/10/2016
Non-Resident
Gender: Female
Age: 39
10
North Andover Fire Department Intranasal Naloxone Administration (Cont.)
August 2016 cont. -Heroin OD .--Patient Conscious Upon Arrival
Incident# 3000731
DOS: 08/15/2016
Non-Resident
Gender: Male
Age: 32
-Heroin OD to Cardiac Arrest
Incident# 5000017
DOS: 08/30/2016
Resident (Same patient as DOS: 07/06/2016)
Gender: Male
Age: 28
-Heroin OD —NAFD Administered Narcan
Incident# 5000023,
DOS: 08/31/2016
Resident
Gender: Male
Age: 29
September 2016 -Fentanyl OD—NAFD Administered Narcan
Incident# 5000114
DOS: 09/22/2016
Non-Resident
Gender: Male
Age: 25
-Heroin OD--Patient Conscious Upon Arrival
Incident# 4000473
DOS: 09/30/2016
Non-Resident
Gender: Female
Age: 19
October 2016, -Heroin OD—NAFD Administered Narcan
Incident#4000565
DOS: 10/27/2016
Non-Resident
Gender: Male
Age: 34
-Heroin OD—NAFD Administered Narcan
Incident# 5000246
DOS: 10/27/2016
Resident (Sarne patient as DOS: 07/11/2016)
Gender: Male
Age: 33
North Andover Fire Department Intranasal Naloxone Administration (cont.)
November 2016 -Heroin OBD —NAFD Administered Narcan
Incident# 5000276
DOS: 11/02/2016
Resident
Gender: Female
Age: 61
-Heroin GD—NAFD Administered Narcan
Incident# 4000637
DOS: 11/13/2016
Resident
Gender: Male
Age: 33
-Heroin CSD—NAFD Administered Narcan
Incident# 4000664
DOS: 11/21/201.6
Resident
Gender: Male
Age: 3 8
December 2016 -Fentanyl OD NAPD Administered Narcan.
Incident# 4000700
DCIS: 12/06/2016
Resident
Gender: Male
Age 36
-Heroin GD—NAFD Administered Narcan
Incident#4000703
DOS: 12/07/2016
Non-Resident
Gender: Male
Age: 26
-Fentanyl OD —NAFD Administered Narcan
Incident# 5000402.
DOS: 12/11/2016
Nan-Resident
Gender: Female
Age: 30
-Heroin t D--NAPD Administered Narcan
Incident# 5000403
DCIS: 12/11/2016
Resident(Same patient as DOS: 08/31/2016)
Gender: Male
Age: 30
12
North Andover Fire Department Intranasal Naloxone Administration (cont.)
January 2017 -Heroin OD - Patient Conscious Upon Arrival
Incident 4 5000541
DOS: 01/14/2017
Non-Resident
Gender: Male
Age: 29
-Unknown OD-NAPD & NAFD Administered Narcan
Incident# 4000880
DOS: 01/18/2017
Non-Resident
Gender: Male
Age: 21
February 2017 -Heroin OD-Patient Conscious Upon Arrival
Incident# 4000978
DOS: 02/09/2017
Resident (Same patient as DOS: 12/11/16)
Gender: Male
Age: 31
-Heroin OD-NAPD &NAFD Administered Narcan
Incident# 5000650
DOS: 02/15/2017
Resident
Gender: Male
Age: 24
-Heroin OD-.NAFD Administered Narcan
Incident# 5000682
DOS: 02/24/2017
Non-Resident
Gender: Male
Age: 39
March 2017 -Opiate OD-NAFD Administered Narcan
Incident# 4001087
DOS: 03/09/2017
Resident
Gender: Female
Age: 50
-Opiate OD to Cardiac Arrest - Family &NAFD Administered Narcan
Incident# 4001168
DOS: 03/26/2017
Resident(Same patient as DOS: 12/11/16,)
Gender: Male
Age: 31
13
North Andover Fire Department Intranasal Naloxone Administration (cont.)
April 2017 -Heroin Overdose—NAFD Administered Narcan
Incident# 4001277
DOS: 04/21/2017
Non-Resident
Gender: Female
Age 25
Heroin Overdose—Patient Conscious Upon Arrival
Incident# 5000931
DOS: 0412612017
Resident
Gender: Male
Age 35
-Opiate Overdose—NAFD Administered Narcan
Incident# 5000937
DOS: 04/27/2017
Resident
Gender: Male
Age: 34
May 2017 -Heroin Overdose—Patient Conscious Upon Arrival
Incident#4001323
DOS: 05/02/2017
Resident
Gender: Male
Age 45
-Heroin Overdose—ALS Administered Narcan
Incident#4001360
DOS: 05/12/2017
Non-Resident
Gender: Female
Age 36
June 2017 -Heroin Overdose—Patient Conscious Upon Arrival
Incident# 7000052
DOS: 06/01/2017
Non-Resident
Gender: Male
Age: 27
14
North Andover Fire Department Intranasal Naloxone Administration (cont.)
July 2017 -Opiate Overdose -NAPD &NAFD Administered Narcan
Incident# 8000311
DOS: 07/28/2017
Resident
Gender: Male
Age 41
August 2017 -Opiate Overdose--NAFD Administered Narcan
Incident# 7000361
DOS: 08/08/2017
Resident
Gender: Male
Age 39
-Opiate Overdose—NAFD Administered Narcan
Incident# 1013247
DOS: 08/23/2017
Resident
Gender: Male
Age 64
September 2017 -Opiate Overdose - Patient Conscious Upon Arrival
Incident# 1013440
DOS: 09/22/2017
Non-Resident
Gender: Male
Age 33
-Opiate Overdose—Bystander Administered Narcan
Incident# 8000412
DOS: 09/28/2017
Resident
Gender: Male
Age 24
October 2017 -Opiate Overdose—NAFD Administered Narcan
Incident# 8000422
DOS: 10/06/2017
Resident
Gender: Male
Age 35
-Opiate Overdose—ALS Administered Narcan
Incident# 1013594
DOS: 10/15/2017
Non-Resident
Gender: Male
Age: 21
15
North Andover Fire Department Intranasal Naloxone Administration (cont.)
October 2017 cont. -Opiate Overdose—NAFD Administered Narcan
Incident 4 1013595 *Two patients at same location*
DOS: 10/15/2017
Non-Resident
Gender: Male
Age 54
-Opiate Overdose--W NAFD Administered Narcan
Incident# 1013595 *Two patients at same location*
DOS: 10/15/2017
Non-Resident
Gender: Male
Age: 46
-Opiate Overdose—NAFD Administered Narcan
Incident# 1013668
DOS: 10/24/2017
Resident
Gender: Male
Age: 67
-Opiate Overdose—ALS Administered Narcan
Incident# 7000472 *Unintentional OD of Prescription Medication*
DOS: 10/30/2017
Resident
Gender: Female
Age 70
Respectfully Submitted,
Jeffrey Deschenes,NREMT,1C
EMS Education&Training Officer
North Andover Fire Department
16
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CAPITAL PROJECTS UPDATE
Public Works Proiect
Upcoming_milestones
November 24, 2017®-project substantial completion
November 28, 2017—furniture delivery and installation
Update as of November 1, 2017: Work during the past month included installation of site lighting,
completion of elevator installation, primer painting of interior rooms/offices, painting of existing
garage doors,painting of right side existing exterior,curbing installed,finished bituminous paving in
front and rear areas, internal ceiling grids, ceramic wall and floor tile commenced, ongoing interior
electrical/HVAC work, and temporary heat installed.
Update as of October 1, 2017: Work during the past month included installation of binder paving,
ongoing interior electrical/HVAC work, data wiring, initiation of painting activities, installation of
panels on existing garage building, delivery and installation of elevator, initiation of ceiling grid and
tile installation, and removal of all contaminated soils from the site. Due to anticipated delays in
delivery of roof edging, the substantial completion date of the project has been pushed back two
weeks. As a result,the furniture delivery and installation has been rescheduled for November 281H
Update as of September 1, 2017: Work during the past month included completion of installation of
Salt Shed,ongoing interior plumbing/electrical/HVAC work,and initial installation of interior walls.
Update as of August 1, 2017: Work during the past month included ongoing metal panel installation
at the garage, completion of drainage structures adjacent to Salt Shed, ongoing plumbing/electrical/
HVAC work and completion of IT infrastructure in new building,and begin installation of Salt Shed.
Update as of July 1, 2017: Work during the past month included completion of the Salt Shed
foundation,on-going garage siding installation,on-going HVAC/plumbing/electrical,and installation
of drainage structures on the rear portion of the site. Final arrangements are being made to remove
the remaining `contaminated' soil piles in early July. A hydrant flow test exceeded acceptable levels
thus will allowing for the elimination of extending the water connection to Osgood Street.
Update as of June 1, 2017: Work during the past month included completion of the concrete slab-on-
grade, remediation of the asbestos in the Salt Shed, demolition of the existing Salt Shed, and rough
grading for the new Salt Shed. Most of the `contaminated' soil has been properly disposed; only a
small mound remains.
Key items to be completed during the month of June include installation of the new Salt Shed footings,
installation of site drainage structures, roof installation for the new building, and the garage siding
work will commence.
Update as of May 1, 2017: Work during the past month included slab-on-grade backfill and
compaction, structural steel erection and detailing, and under-slab utility installation. The soil from
Capital Projects Update as of November 1,2017 11 P a g e
m�nmm
the front section of the property and some soil from the rear has been determined to be `contaminated'.
The Town is assessing alternatives to where the soil can be transported. Project remains on schedule.
Update as of April 1,2017: The project resumed in earnest in mid-March and is scheduled to progress
on schedule. The steel was delivered and erected this past month giving shape to the new building.
In April, work will continue on the building including pouring the slabs, initial electrical and
plumbing, etc. During early April, remediation of the asbestos in the salt shed will be conducted.
Then the salt shed will be demolished and prep work will begin for the new salt shed.
Update as of March 1, 2017: Not much work done in the month of February as the project expected
the typical winter weather. The steel is scheduled to be delivered the week of March 6th;erection and
welding will take two weeks (weather depending). The contractor will begin to prepare for the
replacement of the siding of the garage bays side of the existing building. Testing in the salt shed
indicates the presence of asbestos. Remediation will take place during this month. The existing Salt
Shed are scheduled for demolition in early April.
Update as of February 1, 2017: At their meeting of January 23rd,the Selectmen voted 4-0-1 to select
`Terra di Siena' as the exterior color for the new and existing public works buildings. Key items
completed by the contractor in the past month include foundation wall installation, elevator pit
waterproofing, preparation for elevator masonry shaft work, and elevator shaft CMU wall
construction. Test pit excavation were done at the existing Salt Shed. Asbestos testing in the existing
Salt Shed are scheduled for February with demolition of the building scheduled for early April.
Update as of January 1, 2017: Actual construction began the week of December 5th. All required
conservation measures were put in place and a security fence was erected around the site. The
foundation is expected to be poured in the first weeks of January with steel erected by the beginning
of February, weather permitting. The site work and demolition of the existing salt shed were put off
until spring so as not to interfere with Public Works snow/ice operations.
Update as of December 1, 2016: No update provided
Update as of November 1, 2016: General contractor bids were received and reviewed. Based on
awarding the base contract and the three listed alternates, the low bidder was L.D. Russo, Inc. of
Harvard, MA at $4,533,000. The OPM reviewed the DCAMM evaluations/reviews and submitted a
positive recommendation. Contract documents were issued and a pre-construction meeting is
scheduled for November 91h. It is anticipated the general contractor will initiate construction activity
by the end of the month.
Update as of October 1, 2016: Construction bid documents were issued on schedule. Filed sub-bids
were received on September 29th. Addendum #1 and #2 were issued to the bid documents. General
contractor bids are due on October 13tH
Update as of September 1,2016: The Zoning Board of Appeals rescheduled their August 91h meeting
to August 18th. They approved the variances for the side setbacks with the decision becoming final
as of September 14th. All of the decisions of the land use boards (Planning, Conservation,and ZBA)
will then be formally filed with the Registry of Deeds.
Capital Projects Update as of November 1,2017 2 1 1' a e
The milestones for the issuance of the construction specifications and bid due dates were pushed back
one week due to the preparation of the extensive documents and drawings. This will not affect the
dates of the contract being awarded and the anticipated start of construction.
Update as of August 1,L2016: Hill International,the Owner's Project Manager(OPM),was hired for
this project in mid-December 2015. CSS Architects were placed under contract in late-January 2016.
A working group consisting of Bruce Thibodeau, Tim Willett, and Stephen Foster were designated to
work with the architect and OPM on the project. The group worked diligently through the first few
months of 2016 on reviewing different layouts, designs, etc. as the present site has a number of
restrictions including wetlands both to the right and left of the property and Wayne Street that runs
the entire left side of the property.
A `Site Plan Review Application' was filed with the Planning Department on May 6th. Public
hearings were held before the Planning Board on June 7th, June 21St, and July 5th. A `Notice of
Decision' was approved on July 5th. The 21-day review period ended on July 27th and the decision
became final.
A `Notice of Intent' was filed with the Conservation Department on May 27th. Public hearings were
held before the Conservation Commission on June 8th, June 22"d, and July IV'. An `Order of
Conditions' was approved and issued on July 13th.
A `Variance' for side setbacks was filed with the Board of Appeals on June 2nd. A public hearing
was held on June 28"and continued until August 9th. The variance will be granted on August 9th,the
decision signed and issued by August 23`d, with the 21-day review period ending on September 13th.
The project design was reviewed by the Board of Selectmen at their meetings of June 6th, June 20th,
and July 18th. The Board approved the building design on July 18th as well as stating their preferred
color of`brick red' for the building.
Kindergarten Center Proiect
As of June 1St,the project is under the direction and oversight of the School Building Committee.
Senior Center Proiect
Upcoming milestones
TBD—issue a Request for Qualifications to hire an Owner's Project Manager
TBD—issue a Request for Qualifications to hire an Architect/Designer
Update as of November 1, 2017: No update
Update as of October 1, 2017: No update
Capital Projects Update as of November 1,2017 3 1 P a g e
Update as of September 1, 2017: No update
Update as of August 1,2017: No update
Update as of July 1, 2017: No update
Update as of June 1,2017: Annual Town Meeting approved the FY 18 CIP which included$472,500
to hire an Owner's Project Manager and Architect/Designer for the expansion of the Senior Center.
Capital Projects Update as of November 1,2017 4'P a g e
North Andover
October 2017
Report Itl
R .. -,.._ . ........ .. ..�... . , _ of;R _oft" ,..
Building and Zoning Issues/Concerns Resolved 2
OPW-
Other Received 1
DPWOther Resolved 7
OPW-Traa Resolved 9
iissidth Issues/Concornm In Process 2
Health Issues/Concerns Resolved 3
Not Listed OAlaer In Process 1
Not Listed-Other Resolved 2 Total Reports: 64
Ponca 7ratfIc/Other(non•annargency only Resolved 8 Total Resolved: 58
Pothole Resolved 2 Percent Resolved: 90.625
Trash RQeycling, _, Resolved 21
. ,Website_ a _� ....... . _._.,
Question{Broken Lank Resolved 1
OPW-Catch Basin Resolved 1
Conservation Issues/Concerns In Process 1
Conservation Issues/Concerns Received 1
Conservation Issues/Concerns Resolved 1
-Uzad Animal ..�Resolved 1
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Stevens Memorial Library — October 2017 Highlights
In October, the weekly and monthly programs are in full swing. We have increased the
early literacy weekly story times, offering 6 programs for ages Baby to Preschool. Crazy 8's
Math, the STEd"v'1 program started last spring, resumed with great enthusiasm. To enhance this
program we are offering two classes for age groups, K--Grade 2 and Grades 3-5. Our popular
Dog Day afternoons,where children sign up to read to a "therapy" dog, are being offered 3
times a month and booking fast. A Middle School Book Group is now being offered, in addition
to the three elementary monthly children's book groups and the Tuesday Evening adults book
group. Sunday at the Stevens programming resumed, providing a selection of movies and
speakers each. Sunday during the month.
Along with regular programing, special programs were held, like the 2nd Annual Stevens
Halloween party which drew over 100 people. The community read,North Andover Leads—
14 assachusetts Stor es, was an opportunity to bring local history and author programs to the
community for all ages.
The Library Roofing project is in its final stages. We all are looking forward to the
completion of this project.
What's next for the Library?
• The Friends of the Stevens Memorial Library Semi-annual Book Sale will be held
in early November at the Library.
• A new session of Girls no Code starts in November.
i
Stevens Memorial Library ^Lvwr mStcjygij hVl..LnLl pffi prepared 11/9/2017
October 2017 Monthly Report
FY18 Library Service
HIS Library service July* Aug* Sept Oct Nov Dec Jan Feb Mar Apr May Jun* Year Total
t"rbrary service Hows 199 247 245 245 g31
i.ibraryvisitars 9,771 1 10,999 10,068 10,187 40,975
'summer hours
FY18 Circulation To Date: 66,840 FY2018 Materials Usage Statistics
Totals in Green squares below are included in the annual total.
FY17 Circulation: X95,253
Totals in Fink squares below are included in the annual total..
II Print/Physical I atedals Clrtulatlou�Symphorty Mtegrated Library System)
Includes books,magazines,video(DVD),audiobooks(cd,mps,etc),music(cds)
July Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Year Total
FY18 16,342 16,773 13,577 13,064 1 1 1 1 1 1 159,756
FY17 14,799 16,171 14,798 13,778 15,028 11,754 13,925 13,283 16,371 13,157 1.3,922 14,737 171,673
it It-Mateiidalls Usage
Overdrive E-books&E-audio
July Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Year Total
FY18 1,102 1231 1,142 1,052 4,527
FY17 864 861 761 899 960 8.36 1130 905 1015 1004 941 937 11,113
Tumblebooks(Cbildrens E-books)
July Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Year Total
FY18 4 11 115 183 313
FY17 7 23 83 319 149 404 524 186 975 167 458 327 3,622
Safari Business E-books(Read Online Only)
July Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Year Total
FY18 Sections 81 331 1039 130 1581
FY17 Sections 719 404 290 314 1 331 1 380 1 17811 72 320 1 66 1 1099 1 105 5,881
Freegall(e-music)
July Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jinn Year Total
FY18 Downloads. 102 169 193 174 638
FY18 Streamed 211 271 614 510 1,606
FY17 Downloads 254 289 225746 2.75 247 220 176 161 118 138 106 2,455
FY17 Streamed 733 1159 975 685 385 537 711 311 378 137 205 174 6,390
North Andover Selectmen Meeting Senior Center Monthly Report FY18
FY 18
In Center Visitors Sep. Wkly Oct. Wkly Nov. Dec. Jan. Feb. Mar. Apr. May Jun. TOTALS
M' ui°eui°euui° i1t: ducado i
Book Club 7 2 13 3 25
Computer Classes 2 1 7 2 12
ESA Educational Lectures 4 1 4 1 10
Heart to Heart 32 8 34 8 82
Lecture Series 681 171 541 181 1 1 1 1 1 1 1 1 157
News&Views 109 27 122 40 298
Coiininuiflt:yII'::3ura.11ects
Cuddles 116 29 96 24 265
Flea Market 0
Mr. Fix-It 6 **** 18 **** 24
Congregate Meals 288 72 368 92 820
II':IIIlxeurcGi e
General Fitness Classes 85 21 105 26 237
Zumba Gold 12 4 15 5 36
Zumba Fitness" 78 19 113 28 238
IeaIh]'i Scureeur Iiilgs
Walk In Clinic 10 5 10 5 30
Foot Care 20 5 24 12 61
Massage Therapist 1 0 4 4 9
�'ur��:eurZeur�eura�a1aur�alll
Nursing Students 2 0 2 0 4
Thompson School Student Soci 0
Brooks School Students EM0
Legal Assistance 51 1 1 0 7
Ou tiread,i Advocacy
Office Consultation 7 2 11 2 22
Shine Counseling 4 2 4 2 12
lecureat:Iau°i
Art Class 14 4 22 5 45
Bingo 278 69 288 72 707
Bowling 0
Bridge 215 54 232 58 559
North Andover Selectmen Meeting Senior Center Monthly Report FY18
Cards 631 16 581 14 151
Chess 0
Computer Lab 46 11 20 5 82
Golf*** liiiiiiiiiiiiiiiiiiiiillillilillilI iiiiiiiiiiiiiiiiiiiiiillillillillillillilllI 0
Knitting&Crocheting 13 3 18 9 43
Mahjong 15 4 22 5 46
Quilting 12 3 7 3 25
Scrabble 14 3 9 2 28
Woodcarving 23 6 30 8 67
FY 18
Outbound Services Sep. Wkly Oct. Wkly Nov. Dec. Jan. Feb. Mar. Apr. May Jun. TOTALS
Outareuclllw/Advocacy
Brown Bag Program 39 41 80
Housing Outreach Cookouts 24 0 24
Home Visits/Outreach Visits 58 14 54 13 139
Meals On Wheels 1555 389 1567 362 3873
Sociullls i mllt
Fresh Table 90 22 85 28 225
Socials-In House 58 58 67 67 250
Men's Breakfast 23 23 18 18 82
Day Trip*** 10 0 10
Supper Club*** 11 9 20
Socials-Off Site*** 17 9 26
Daily&Weekly Transportation** 250 62 308 77 697
Tax Consultant Preparation 0
DPDDD"'i"'O"'i"'ALS Ilteir Moistlli 3684 957 3869 1018 0 0 0 0 0 0 0 0 9528
***These events are held offsite
**Zumba Fitness over 60 years of age
Textile Recycling
Collection- Collection- Revenue- Revenue-
Current Fiscal Year Current Fiscal Year
Month (lbs) (to date) Month (to date)
May, 2017 8,576 8,576 $ 85.76 $ 85.76
Jun, 2017 8,050 16,626 $ 80.50 $ 166.26
Jul, 2017 4,984 4,984 $ 49.84 $ 49.84
Aug, 2017 5,683 10,667 $ 56.83 $ 106.67
Sep, 2017 4,228 14,895 $ 42.28 $ 148.95
Oct, 2017 4,592 19,487 $ 45.92 $ 194.87
Nov, 2017
Dec, 2017
Jan, 2018
Feb, 2018
Mar,2018
Apr,2018
May, 2018
Jun,2018