HomeMy WebLinkAbout2013-02-25agenda TOWN OF NORTH ANDOVER
BOARD OF SELECTMEN
120 MAIN STREET
NORTH ANDOVER,MASSACHUSETTS 01845
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William F. Gordon,Chairman F '
Rosemary Connelly Smedile TEL.(978)688-9510
a.
Donald B.Stewart FAX(978)688-9556
Richard M.VaillancoLu-t
Tracy M. Watson
BOARD OF SELECTMEN&LICENSING COMMISSIONERS
AGENDA
MONDAY,FEBRUARY 25,2013 at 7:00 PM
TOWN HALL MEETING ROOM
L CALL TO ORDER
II. EXECUTIVE SESSION
A. Purchase or Sale of Real Estate
III. PLEDGE OF ALLEGIANCE
IV. APPROVAL OF MINUTES
A. Open Session Minutes as written for February 11,2013
V. COMMUNICATIONS AND ANNOUNCEMENTS
A. Business Recognition—Lowell Five Cent Savings Bank
B. Certificate of Appreciation—Paul Boulanger and Kathy Gallagher
C. Passport Day in the USA—Saturday,March 9, 2013
D. Update on Annual Town Election, Special Primary Election, and Special Election
VI. CONSENT ITEMS
A. Affordable Housing Unit Resale
1. 2 Harvest Drive,Unit 306 at Oakridge Village
2. 4 Harvest Drive,Unit 212 at Oakridge Village
B. Bradstreet School Property Proposal
VII. LICENSING COMMISSIONERS
A. Friends of North Andover Senior Center request One-Day Wine&Malt License
VIII. OLD BUSINESS
IX. NEW BUSINESS
A. Town Manager's FYI Recommended Budget
VIII. PUBLIC COMMENT
X. TOWN MANAGER'S REPORT
A. Capital Project Status Report
B. Position/Vacancy Log
XI. ADJOURNMENT
BOARD OF SELECTMEN MINUTES FEBRUARY 11, 2013
CALL TO ORDER: Chairman William Gordon called the meeting to order at 7:00 PM at Town Hall
Meeting Room.
ATTENDANCE: The following were present: William F. Gordon Chairman; Richard Vaillancourt, Clerk;
Rosemary Smedile, Licensing Chairman; Tracy M. Watson, and Andrew Maylor, Town Manager and Ray
Santilli, Assistant Town Manager.
Note: Donald Stewart was absent
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PLEDGE OF ALLEGIANCE
APPROVAL OF MINUTES:
Richard Vaillancourt made a MOTION, seconded by Tracy Watson, to approve the Open Session Minutes
of January 28, 2013, as written. Vote approved 4-0.
COMMUNICATIONS, ANNOUNCEMENTS, AND PUBLIC COMMENT:
Bradstreet School Property Proposal—Presentation bV Coalition for a Better Acre
The management team from the "Coalition for a Better Acre" a non-profit development corporation came
before the Board with their proposal for redevelopment of the former Bradstreet School property. The
proposal consists of 5,000 sq. ft. retail space on the first floor and 24 affordable apartments on the upper
levels. A market study for development was done to enhance the neighborhood on Main Street with a
mixed use concept.
The Coalition is working on establishing a preference for North Andover residents and veterans. The
building will be handicapped accessible with two handicapped apartments and an elevator. Rentals
include utilities of heat and hot water, one bedroom at$907 per month, two bedrooms at$1097 per
month and three bedrooms at $1,310.
The Coalition would purchase the property for$300,000 and seek funding from the Town through the
Community Preservation Fund and/or the Affordable Housing Trust Fund in the amount of$720,000.
They would also seek bank financing of$ 1 million and funding from the federal and state Department of
Housing and Community Development. The total cost including demolition and development would be in
the vicinity of$ 5 million.
Selectmen had questions regarding various parts of the proposal and then opened it up to the public for
comments.
Kathleen Szyska chairman of the Historical Commission strongly opposed the demolition of the building
because it was listed on the Massachusetts Historical Commission's inventory of historic places. She
would like to see the building renovated instead of demolished. She requested the Selectmen consider
this in their final decision.
Bob Turner of Saunders Street opposed the project due to increased traffic on Saunders Street.
George Koehler chairman of the Affordable Housing Trust endorsed the project and pointed out that the
Town still needs more affordable rental units for housing and this is a great use of the property.
Selectmen thanked the Coalition management team for their presentation and well thought out proposal.
Selectmen will continue to discuss this at their next meeting.
Lawrence Municipal Airport— Land Transfer
Postponed
Board of Selectmen Minutes February 11, 2013 2
Underground Utility Project Update
Ray Santilli Assistant Town Manager said that Verizon notified the Town that they will finish the removing
the last poles and wires by April or May.
ESCO Probect
Andrew Maylor Town Manager said that the Finance Committee unanimously voted to support the
appropriation of$4,049,000 for energy-saving measures in town-owned buildings. Town Manager gave a
brief overview of the multi facet project. The Town will be able to reduce utility costs nearly$400,000
annually, through the acquisition of just over$4 million dollars in capital improvements, net of projected
utility company rebates.
The savings would exceed the cost of the project over the next 15 years and the Town just received a
grant from the Massachusetts Department of Energy Resources in the amount of$12,500 towards this
project.
Public Announcement
Richard Vaillancourt announced that the North Andover Merchants Association will be holding "A Knight
of Honor" Rising Star Scholarship Dinner Gala on March 23, 2013 from 6 to 10 PM,
Town Meeting Articles
The Town Manager will submit his recommended FY14 Budget at the Board's next meeting
The deadline to submit citizen petition articles is March 18, 2013, at 4;30 pm.
Board of Selectmen vote to close Warrant for Annual Town Meeting no later than March 18, 2013.
Board of Selectmen vote to adopt Operating Budget no later than March 18, 2013.
CONSENT ITEMS:
Acceptance of Donations from Youth Sports Groups to Town's Athletic Fields-$50,850
North Andover Soccer Association donation of$23,210; North Andover Boosters Club donation of
$15,180; North Andover Youth Baseball Association donation of$8,520; North Andover Lacrosse
Association donation of$3,840
Richard Vailiancourt made a MOTION, seconded by Tracy Watson that the North Andover Board of
Selectmen hereby votes to accept donations from North Andover Soccer Association for$23,210, North
Andover Boosters Club for$15,180, North Andover Youth Baseball Association for$8,520, and North
Andover Lacrosse Association for$3,840, for a total of$50,850 to the Town's Athletic Fields. Vote
approved 4-0.
Acceptance of Facility Improvement Donations from Joseph N. Herman Youth Center Inc.
Richard Vaillancourt made a MOTION, seconded by Tracy Watson that the North Andover Board of
Selectmen hereby votes to accept Facility Improvement Donations from Joseph N. Herman Youth Center,
Inc. Skate Park Improvements for$2,117.95, Public Address System for$1,282, Furniture for$5,103.82,
Security System for$8,522, and Carpeting for$5,888, for a total of$22,913.77. Vote approved 4-0.
Acceptance of Donation to Police Department—Rohn Family for a Gun Buyback Program $2,600
Rosemary Smedile made a MOTION, seconded by Richard Vaillancourt that the North Andover Board of
Selectmen hereby votes to accept donation of$2,600 from the Rohn Family to the Police Department for
a Gun Buyback Program. Vote approved 4-0.
Acceptance of Donation to Police Department—Schneider Electric Buildings LLC $1,000
Tracy Watson made a MOTION, seconded by Rosemary Smedile that the North Andover Board of
Selectmen hereby votes to accept donation of$1,000 from Schneider Electric Buildings, LLC, to the
Police Department for general use. Vote approved 4-0.
Acceptance of DOER's 'Owners Technical Assistance Grant' -$12,500
Richard Vaillancourt made a MOTION, seconded by Rosemary Smedile that the North Andover Board of
Selectmen hereby votes to accept the DOER's 'Owners Technical Assistance Grant' —in the amount of
$12,500. Vote approved 4-0.
Board of Selectmen Minutes February 11, 2013 3
LICENSING COMMISSIONERS:
Richard Vaillancourt made a MOTION, seconded by Tracy Watson, to open a meeting of the North
Andover Licensing Commission. Vote approved 4-0.
Request for One-Day Alcohol License for the Joseph Herman Youth Center Annual Auction
Tracy Watson made a MOTION, seconded by William Gordon, that the Board of Selectmen acting as the
Licensing Commissioners, hereby grant a one-day all alcohol license per M.G.L. chap. 138.sec. 14 to the
Joseph N. Herman Youth Center, Inc. for the Annual Youth Center Auction Fundraiser to be held on
March 9, 2013 from 7:00 pm to 11:00 pm at the Youth Center, 33 Johnson Street, and to waive the $100
License fee. Vote approved 4-0.
Request for One-DaVWine & Malt License for Merrimack College at the Rogers Center
Tracy Watson made a MOTION, seconded by William Gordon, that the Board of Selectmen acting as the
Licensing Commissioners, hereby grant a one-day wine and malt license per M.G.L. chap. 138 sec. 14 to
Jennifer Konopisos on behalf of Merrimack College for an Art Gallery Opening at the McCoy Gallery
inside the Rogers Center Building, 315 Turnpike Street, North Andover, on March.3, 2013 from 2:00 pm
to 4:00 pm. Vote approved 4-0.
Richard Vaillancourt made a MOTION, seconded by William Gordon, to close a meeting of the North
Andover Licensing Commission. Vote approved 4-0.
TOWN MANAGER'S REPORT:
Town Manager's Appointment to Board of Assessors
The Town Manager appoints Bryan Perry as a member of the North Andover Board of Assessors for a
term ending June 30, 2013.
Capital Project Status Report
No Report at this time.
Position/Vacancy Log
Human Resources Director Cathy Darby provided a report outlining the status of various recruitments that
are ongoing or recently completed.
Police Department Activity Report
Police Chief Paul Gallagher provided an activity report for January 2013.
Fire Department Activity Report
Fire Chief Andy Melnikas provided an activity report for January 2013.
Employee Health Insurance
Town Manager Andrew Maylor announced that Employee Health Insurance rates for the coming year had
a 3% decrease.
ADJOURNMENT:
Tracy Watson made a MOTION, seconded by Richard Vaillancourt, to adjourn the meeting at 9:15 p.m.
Vote approved 5-0.
Adele J. Johnson
Administrative Secretary
Richard Vaillancourt, Clerk of the Board
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Robe' on, Karen
From: Susan de Mari [SdeMari @Lowellfive.com]
Sent: Friday, January 11, 2013 2:18 PM
To: Robertson, Karen
Subject: RE: Lowell Five Grand Opening
Karen,
Thank you for following up. We are pleased that Chairman William Gordon will be able to attend.
David Wallace, President and Amy Werner, Senior Vice President of Retail Banking would be happy to attend the
Monday, February 25th meeting.
Thanks,
Susan
_.... _... ...._ ____......_.....__.........._..........__...._.. .._ _.._.......
From: Robertson, Karen f mailto:kroberts @townofnorthandover.com]
Sent: Friday, January 11, 2013 11:11 AM
To: Susan de Mari
Subject: FW: Lowell Five Grand Opening
Selectman Chairman William Gordon will be available to attend and say a few words at your Grand Opening on January
23.
Also,
The Board of Selectmen would like to invite a representative from Lowell Five Cent Savings Bank to attend a meeting to
be presented with a Certificate of Appreciation for opening a business in North Andover.
The next few meetings dates are as follows. The meetings start at 7:00 p.m. in the Meeting Rom at Town Hall, 120 Main
St., North Andover, MA.
- Monday,January 28, 2013
- Monday, February 11, 2013
- Monday, February 25, 2013
Please let me know if someone is interested and the date they would like to attend.
Welcome to North Andover.
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Karen A. Robertson
Administrative Assistant
Town Manager's Office
Town of North Andover
120 Main Street
North Andover,MA 01845
Phone 978.688.9510
Fax 978.688.9556
Email krobertson @townofnorthandover.com
Web www.TownofNorthAndover.com
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Certificate ®f A-D reciation
Presented to
The Lowell Five Cent Savings Bank
In appreciation for locating your business in the Town of North Andover.
Thank you on behalf of the Town of North Andover.
Presented by the
North Andover Board of Selectmen
February 25, 2013
William F. Gordon, Chairman
Certificate of Appreciation
Presented to
Paul Boulanger & Kathy Gallagher
Turtle Lane Maple Farm
For volunteering your time and equipment to assist the North Andover Fire Department
clear snow from fire hydrants after the Blizzard of 2013. You are to be commended for your
generosity and dedication to our community. Thank you on behalf of the Town of North Andover.
Presented by the
North Andover Board of Selectmen
February 25, 2012
William F. Gordon, Chairman
Melnikas, Andrew
From: Rowe, Graham
Sent: Tuesday, February 12, 2013 4:56 PM
To: Melnikas, Andrew
Subject: RE: Paul Boulanger
Thank You.
Lt.Graham Rowe
Please note the Massachusetts Secretary of State's office has determined that most emails to and from municipal offices and
officials are public records. For more information please refer to:http://www.sec.state.ma.us/pre/preidx.htm.
Please consider the environment before printing this email.
From: Melnikas,Andrew
Sent: Tuesday, February 12, 2013 4:55 PM
To: Rowe, Graham
Subject: Re: Paul Boulanger
I will approach the Town Manager about a certificate of appreciation
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Sent from my iPad
On Feb 12, 2013, at 1:42 PM, "Rowe, Graham" <growe @townofnorthandover.com>wrote:
Good Afternoon Chief,
On Sunday February 10th Paul Boulanger and Kathy Gallagher,the owners of Turtle Lane Maple Farm,
called the Fire Department offering to help with Hydrants. They own a tractor with a snow blower
attachment. On the 10th they spent 4 hours with the assistance of Ladder 1 doing the hydrants from
Turtle Lane to Marbleridge via Salem St. Today Paul contacted me to help again. Today Paul and E2
covered Granville, Patton, Hawkins, Ingalls, Ingalls to Laconia via Forest, Laconia, Crossbow,Olympic,
Equestrian,Campbell to Webster Woods,Avery Park and Stonewedge. His help has enabled us to clean
more hydrants than just shovels alone. I want to approach the Selectman, so they can be aware of his
generosity and his assistance in hopes that they will recognize him with a Certificate of Appreciation. I
was hoping to do this with your blessing.
While we were shoveling today,the Tribune came out and took pictures. I am not sure if they plan on a
story but I wanted to keep you in the loop.
Thank you,
Lt.Graham Rowe
Please note the Massachusetts Secretary of State's office has determined that most emails to and from municipal
offices and officials are public records. For more information please refer to:
http://www.sec.state.ma.us/pre/`preidx.ht.m.
Please consider the environment before printing this email.
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NEWS
FOR IMMEDIATE RELEASE
February 20, 2013
PASSPORT DAY IN THE USA—March 9, 2013
Press Contact:
Joyce A. 13radshaw
I`own Clerk.
Town of North Andover Massachusetts
Tel: (978)688-9501
The North Andover Town Clerk's Office is hosting a special passport event in North Andover,
Massachusetts on Saturday, March 9, 2013 from 10:00 am until 3:00 pm to provide passport
information to U.S. citizens and to accept passport applications. The Town Clerk's Office is
joining the Department of State in celebrating Passport Day in the USA 2013, a national
passport acceptance and outreach event.
U.S. citizens must present a valid passport book when entering or re-entering the United States
by air. U.S. citizens entering the United States from Canada, Mexico, the Caribbean and
Bermuda at land borders and sea ports of entry must present a passport book, passport card, or
other travel documents approved by the U.S. government.
Information on the cost and how to apply for a U.S. passport is available at travel.state.gov.
U.S. citizens may also obtain passport information by phone, in English and Spanish, by
calling the National Passport Information Center toll-free at 1-877-487-2778.
Event: Passport Day in the USA 2013
Date: Saturday, March 9, 2013
Time: 10:00 am—3:00 pm
Where: ']'own of North.Andover—Town. Clerk's Office
120 Main Street
North Andover, MA 01845
(978)688-9501
M(.JSTlTAVE CHECKS OR :MONEY ORDERS FOIZ PAYMENT—NO CIZED[TCARDS
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The Department of State, Passport Services
invites you to participate in our national passport acceptance and outreach event
PASSPORT DAY IN THE USA 2013
Date: Saturday, March 9, 2013
Time: 10:00 am—3:00 pin
Where: Yottr Passport Acceptance Facility
The first Passport Day in the USA was held in March of 2009. The resounding success of that
event served to highlight the public service your facility provides everyday, We encourage all
acceptance facilities around the country to take part by hosting a Passport Day in the USA event
in their community on March 9.
Passport Day in the USA 2053 will receive national, regional, and local media coverage, Our
promotional efforts'will include;
Press releases—national and local
• Radio coverage
• Public Service Announcements
• TV coverage
• E-mail blasts
• Social media promotion (Twitter,Facebook, etc.)
• Post card mailings
Travel.State.Gov banners and postings
Please contact your Passport Services' Customer Service Manager(s) if you are interested in
hosting an event on Passport Day in the USA 2013. They will provide you with an event kit
including tips on hosting a successful event,sample press releases, and promotional and
outreach materials. Additionally,your facility will be listed as a participant in the event on our
website,Travel.State.Gov, and in local releases sent to the media and Congressional offices.
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Please join us in this exciting and worthwhile event!
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TOWN OF NORTH ANDOVER
OFFICE OF THE TOWN CLERK
120 MAIN STREET
NORTH ANDOVER,MASSACHUSETTS 01845
Joyce A. Bradshaw, CMMC Telephone (978) 688-9501
Town Clerk Fax (978688-9557
E-mail -jbradshaw gtownofiiorthandover.com
MEMORANDUM
TO: William F. Gordon, Chairman and Members of the Board of Selectmen
Andrew W.Maylor, Town Manager
FROM: Joyce A.Bradshaw,Town Clerk
SUBJECT: 2013 Election and Town Meeting Update
DATE: February 20,2013
I wish to give the Board of Selectmen and the public information regarding the upcoming Annual
Town and Special State Elections
• The Annual Town Election will be held on Tuesday March 26, 2013. The polls will be
open from 7:OOAM until 8:OOPM. School is in session and has not been a problem in the
past. We do not anticipate an extremely large turnout. Absentee ballots should be
available by March 5,2013.
• The last day to register to vote for this election is Wednesday March 6, 2013 and the
Town Clerk's office will be open until 8:OOPM.
• The Special State Primary Election for the vacant US Senate seat will be Tuesday April
30, 2013. Polls are open from 7:00AM-8:00PM and again school is in session. The last
day to register to vote is Wednesday April 10, 2013 and the Clerk's office is open until
8:OOPM. This is a partisan election.
• The Annual Town Meeting will be held beginning on Tuesday May 21,2013 at the North
Andover High School Auditorium. The warrant closes on Monday March 18, 2013 at
4:30PM in the Town Clerk's Office. The form and instructions for Article submission is
on the Town's web site.
• The last day to register to vote for the Annual Town Meeting is Wednesday May 1,2013
and my office will be open until 8:OOPM.
• The Special State Election will be held on Tuesday June 25, 2013 with polls open from
7:OOAM-8:OOPM. We anticipate school to be closed. The last day to register to vote is
Wednesday June 5,2013 and we are open until 8:OOPM.
• While some communities are combining Town and Special Primary Elections,we are not
in the 30day time frame as permitted by Legislation,
• We encourage those not able to get to the polls to request absentee ballots. Voters must
reapply every calendar year and can contact our office for assistance.
• I will be at your meeting on Monday February 25, 2013 to answer any questions or
provide additional input,
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COMMUNITY DEVELOPMENT DIVISION
Building Conservation Health Planning Zoning
MEMORANDUM
TO: Andrew W. Maylor,Town Manager
FROM: Curt Bellavance, Director
RE: Affordable Unit Resale
DATE: February 21, 2013
CHAPA(Citizens' Housing and Planning Association), has notified the Town that the following affordable
units are up for sale. CHAPA manages the resale of affordable units at the Oakridge Village-Maplewood
Reserve development.
2 Harvest Drive, Unit 306 at Oakridge Village
4 Harvest Drive, Unit 212 at Oakridge Village
The Board of Selectmen has to determine if they want to exercise their right of first refusal. Our office
would recommend that the Board of Selectmen should not exercise their right of first refusal for the
affordable housing units. If the Town chooses to exercise its right,then it would be the responsibility of
the Town to purchase the property or locate an individual to purchase the property.
CHAPA, which is the monitoring agent for the Town and several other communities, has better
resources to preserve the unit as affordable and has recently hired new staff to manage the marketing
of the units. The timeframe is 120 days to find an applicant that meets the affordable criteria.
Our office continues to work with the North Andover Housing Trust to ensure that the units stay
affordable.
The deadline to act is March 21. If the Board does not act the right of first refusal is deemed authorized.
It is recommended that the Board of Selectmen not exercise their right of first refusal.
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1600 Osgood Street,North Andover,Massachusetts 01845
Phone 978.688.9531 Fax 978.688.9542 Web www.townofnorthandover.com
TOWN OF NORTH ANDOVER
OFFICE OF
TOWN CLERK
120 MAIN STREET
NORTH ANDOVER,MASSACHUSETTS 01845
NORTH
OF,t�ec 'a"�H
Joyce A.Bradshaw, CMMC F A Telephone(978)688-9501
Town Clerk, * FAX(978)688-9557
�R4Teo�Pp`4y
�4SSACHUSE�
MEMORANDUM
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TO: Rosemary Connelly Smedile, Chairman, Licensing Commission
Members of the Board of Selectmen
Andrew Maylor, Town Manager
FROM: Karen A. Fitzgibbons, Asst. Town Clerk �`f
DATE: February 19, 2013
SUBJECT: One Day Wine &Malt License
Attached please find an application for a One Day Wine &Malt License from Darcey Adams
on behalf of"The Friends of the North Andover Senior Center." The event is a fundraiser for
the Center to be held on March 12, 2013 between the hours of 6:00 and 8:00 p.m. with the doors
opening at 5:30 pm. The benefit will be held at Spectrum Adult Day Health Program located at
1820 Turnpike Street, Suite 106. Ms. Adams is respectfully requesting the Board waive the fee.
Favorable recommendations are included from the Police Department, Fire Department and
Building Inspector.
If you have any questions or concerns,please do not hesitate to contact me or Joyce Bradshaw.
Thank y ou.
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TOWN OF NORTH ANDOVER
ONE DAY LIQUOR LICENSE APPLICATION
(30 DAY NOTICE STRONGLY RECOMMENDED)
Organization holding event: I fie, js�w e4s Ck e,�A A J r° , ' nibr �
Name &Address of Responsible Party: V haF_q .
�� � � Iii✓ r m A 0
Contact Number& e-mail be ' _- C1lLldLth'1 '® 9�ice.
Location of Event: Tgn)6�1)_ &A
Type of Event:
Is the event being catered? Yes No
Name of Caterer A HQJ . �c6�s5
Date &Time of Event: 00 py °(6m-Aco-)
at, �° �O
Non Profit Organization Other Than Non Profit
Wine& Malt 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? ies
Who is serving the alcohol? C!( �
Does the server have liquor liability insurance? as
Have servers had training in alcohol service? es
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.
A I J ,<
Applicant's Signat re Date
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TO WW OF NORTH ANDOVER, MASSACHUSETTS
Police Department
1475 Osgood Street
North Andover,MA. 01845
Tel:978-683-3168
To: Karen Fitzgibbons
From: Lt.John Carney
RE: One Day License—Friends of the North Andover Senior Center
Date: February 14, 2013
The Police Department recommends favorable action on the one day license request from the Friends of the
North Andover Senior Center for their event on 03-12-2013 at 1820 Turnpike Street as outlined in the
application.
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TOWN OF NORTH ANDOVER
Fire Department
Central Fire:Headquarters—Fire Prevention Office
124 MAIN STREET
NORTH ANDOVER,MASSACHUSETTS 01845
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NORTH
Andrew Melnikas aFtt��° bra
Telephone(978) 688-9593
Fire Chief o
FAX(978) 688-9594
Lt.F. McCarthy "°pq o„..... a°°41
e°,pP �5 amelnikas @townofilorthandover.com
Fire Prevention Officer �SSACHUS�� fniccartliy@,towiiofftoitliandover.com
Town Clerk's Office
120 Main St.
North Andover,Ma
February 14, 2013
Karen,
The Fire Department recommends favorable action in granting a lday wine and malt license to Spectrum
Day Care 1820 Turnpike St for March 12, 2013.
Respectfully,
Lt Frederick McCarthy
Fire Prevention
978-688-9590
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Fitzgibbons, Karen
From: Brown, Gerald
Sent: Wednesday, February 13, 2013 4:25 PM
To: Fitzgibbons, Karen
Subject: RE: One Day Wine & Malt
Building Dept has no issues
From: Fitzgibbons, Karen
Sent: Wednesday, February 13, 2013 3:24 PM
To: Carney,John; Brown, Gerald; McCarthy, Fred
Subject: One Day Wine &Malt
Hello All,
Attached please find an application for a One Day Wine & Malt License from Darcey Adams,Vice Chairman of the
"Friends of North Andover Senior Center." The event is a fundraiser to be held on March 12, 2013 from 6 to 8 pm at
Spectrum Adult Day Health Program located at 1820 Turnpike Street. As I am hoping to place this item on the
2/25/2013 BOS agenda your recommendations would be needed no later than 2/19/2013 or sooner.
Thank you for your co-operation,
Karen
Please note the Massachusetts Secretary of State's office has determined that most emails to and from municipal offices and officials are public records.For more
information please refer to:hftp://www.see.state.ma.us/pre/l)reidx.htm.
Please consider the environment before printing this email.
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TOWN OF NORTH ANDOVER
MASSACHUSETTS
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TOWN MANAGER'S RECOMMENDED
BUDGET
FISCAL YEAR 2014
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TOWN OF NORTH ANDOVER, MASSACHUSETTS
FISCAL YEAR 2014
FINANCIAL PLAN AND OPERATING BUDGET
General, Capital Projects and Enterprise Funds
July 1, 2013 —June 30, 2014
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BOARD OF SELECTMEN
William F. Gordon, Chairman
Rosemary C. Smedile, Licensing Chairman
Donald B. Stewart
Richard M. Vaillancourt, Clerk
Tracy M. Watson
TOWN MANAGER
Andrew W. Maylor
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GOVERNMENT FINANCE OFFICERS ASSOCIATION
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Distinguished
Budget Presentation
Award
FRFSFh"fF.D YO
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Town of North Andover
Massachusetts
Foalhe Fiscal Year ftirining
July 7,2012
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The Government Finance Officers Association of the United States and Canada(GFOA)presented its Award
for Distinguished Budget Presentation to the Town of North Andover for the annual budget for the year
beginning July 1, 2011. In order to receive this award, a governmental unit must publish a budget document
that meets award criteria as a policy document, as an operational guide, as a financial plan and as a
communication medium. This award is valid for one year only. We believe our current budget continues to
conform to program requirements and we are submitting it to the GFOA to determine its eligibility for another
award.
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TABLE OF CONTENTS
BUDGETMESSAGE ............................................................................... 1
BUDGET CALENDAR ............................................................................. 5
BUDGET OVERVIEW
Citizen's Guide to the Fiscal year 2014 Budget .......................................... 6
TOWN ORGANIZATION
Background .................................................................................... 8
TownCharter .................................................................................. 8
SchoolCommittee ........................................................................... 9
Boards and Commissions .................................................................... 9
Organization Chart ........................................................................... 10
Organization Summary .........................:............................................ 11
Town Personnel Analysis ................................................................... 12
Position List Comparison .......................... ...................................... 13
SUMMARY INFORMATION
Budget Policy Objectives and Related Goals ........................................... 15
Overall Summary of the Town Budget .................................................... 17
GeneralFund .................................................................................. 18
Challenges Addresses in the Fiscal Year 2014 Budget .................................. 19
Development of the Fiscal Year 2014 Budget ............................................ 20
Five Year Financial Plan ..................................................................... 21
Financial Reserve Policies ................................................................... 22
Enterprise Funds (Water, Sewer and Stevens Estate) .................................... 25
Stabilization Funds ........................................................................... 26
GENERAL FUND FINANCIAL PLAN
General Fund Revenue ....................................................................... 28
Revenue by Year Summary Table .......................................................... 37
General Fund Expenditure Summary Table ............................................... 39
DEPARTMENTAL GOALS AND EXPENDITURES
TownManager ................................................................................. 41
Moderator ....................................................................................... 44
Assistant Town Manager ...................................................................... 45
HumanResources .............................................................................. 47
Town Accountant ............................................................................... 49
Assessors ......................................................................................... 51
Treasurer Collectors ..................................................................... .... 54
TownClerk ...................................................................................... 57
Conservation ..................................................................................... 61
CommunityDevelopment ..................................................................... 64
Planning .......................................................................................... 67
Boardof Appeals ................................................................................ 70
Police .............................................................................................. 72
Fire ................................................................................................. 77
Public Safety Salary Reserve ..................................................................... 80
BuildingInspection ................................................................................ 81
Emergency Management ......................................................................... 83
Division of Public Works .......................................................................... 85
Health ................................................................................................. 94
ElderServices ........................................................................................ 97
Youth and Recreation Services ................................................................... 100
VeteransServices .................................................................................... 102
Library ................................................................................................ 105
Auditing ............................................................................................... 109
Purchasing ............................................................................................. 110
Information Technology ........................................................................... 112
Facilities .............................................................................................. 114
Education ............................................................................................ 118
DebtService .......................................................................................... 119
Health Benefits and Insurance ..................................................................... 122
Retirement ............................................................................................ 124
Undistributed Cherry Sheet Assessments ......................................................... 125
Non-Departmental Budgets ......................................................................... 128
FINANCIAL PLAN ENTERPRISE FUNDS
Overview Water and Sewer ......................................................................... 130
Revenues and Expenditures (Water and Sewer) ................................................. 132
Overview Stevens Estate ............................................................................ 137
Revenues and Expenditures (Stevens) ............................................................ 139
CAPITAL IMPROVEMENT BUDGET
Report of the Capital Improvement Plan .......................................................... 141
Summary of the Capital Improvement Recommendations ...................................... 150
Project Criteria Rating Sheet ........................................................................ 151
Criteria Point Schedule ............................................................................... 155
Capital Improvement Program Project Details .................................................... 156
SCHOOL COMMITTEE BUDGET
FYI School Line Item Budget ...................................................................... 179
APPENDICES
Demographic Profile of North Andover ......................................................... 186
North Andover at a Glance ........................................................................ 187
Labor Force, Employment and Unemployment in NA .......................................... 188
Departmental Statistics .............................................................................. 189
Glossaryof Terms .................................................................................... 191
BudgetFormat ....................................................................................... 198
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Town of forth Andover
f q .
Office of the a
Town Manager t
North Andover Town Hall `
120 Main Street
North Andover, MA 01845
e-mail:
Andrew W. Maylor amaylor @townofnorthandover.com Telephone (978)688-9510
Town Manager Fax (978)688-9556
February 21, 2013
Executive Summary -Town Manager's Fiscal 2014 Recommended Budget
Dear Members of the North Andover Board of Selectmen,
"Building a Sustainable Government" has been my motto since I arrived more than
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fourteen months ago. The pillars that support that philosophy include establishing
adequate reserves, investing in the town's infrastructure, expanding economic
development, developing strategic partnerships, and providing a consistent level of high
quality service to our residents and business owners.
The Fiscal 2014 Town Manager Recommended Budget contained herein continues the
work begun last year to achieve the sustainability initiative. The funding that supports
this budget is structurally balanced using the revenue estimates approved by the Revenue
and Fixed Cost Committee. The commitment to look toward sustainability is most
evident in the amount of reserves and capital funding contained within the budget. This
$84,297,553 plan recommends nearly $1 million be placed in reserve accounts. Of that
$625k (from Free Cash) would be placed in the town's Stabilization Fund helping us take
a giant step toward reaching our goal of 5% of General Fund Revenues. In addition, I am
recommending that $213k(also from Free Cash) be added to the Capital Stabilization
Fund as part of a four year plan to fund the replacement of the turf fields at the high
school in FY17. Additionally, the School Department has included in their approved
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budget $150,000 to be placed in a revolving fund to address fluctuations in special
education costs. Finally, "pay-as-you-go" funding for equipment and rolling stock under
$50,000 has been funded within the operating budget, thereby reducing the burden on the
capital plan.
In addition to the ESCO project which will appear as an Article on the Town Meeting
Warrant and the substantial investment in roadways, sidewalks and public buildings
contained in the Five Year Capital Plan that you approved fast month, the recommended
budget includes the next step in our consolidated Facilities Department evolution.
Funding requests to broaden the responsibilities of the Facilities Management Director to
include school and town buildings (currently just schools) along with funding for
seasonal labor will help us address preventative and deferred maintenance in our public
buildings in a way we have not in the past.
The FY2014 Town Manager Recommended Budget provides the funding for our
continued ability to deliver a high level of service in all departments. Our recent
agreement with the Public Employee Committee to migrate our employees to the Group
Insurance Commission (GIC) will deliver unprecedented savings during the next several
years. For Fiscal 2014 the impact will be minimal with the Town staying with our self-
insured products through December 2013. That being said, I have recently announced the
reduction of health insurance premium rates by 3% for employees and retirees in our
active HMO plan. The corresponding impact on the budget is sufficient enough to
maintain service levels and foreshadow the benefit of the changes to come.
The Revenue and Fixed Cost Committee revenue projection, including level state aid
from FY13, is $83,459,553 for FY14 which represents an increase of$1,923,721 or
2.36% from FY13. This is exclusive of$838,000 of one-time revenue (Free Cash) I am
recommending be transferred to reserve accounts. My Recommended Budget allocates
those dollars by funding the School Department at the School Committee voted request
of$39,863,136, an increase of 4.12% year over year. The percentage relationship
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between School and General Government spending will remain the same as last year with
General Government spending totaling $18,216,355 In Fiscal 2014. Shared Non-
Departmental costs, exclusive of recommended funding of reserve funds from Free Cash,
reflect the decrease in health insurance premium costs mentioned previously and the shift
of the retired teachers from State Assessments to a General Fund appropriation (neutral
effect). Consolidated Support Services funding has been increased in this plan primarily
as a result of our continuing effort to allocate costs to the appropriate cost centers.
My recommendation for the Town's Enterprise Funds (Water, Sewer and Stevens Estate)
for Fiscal 2014 total $9,893,265, a decrease of$366,482 from FY13 or -3.6%. A
decrease of more than $500k in Water Enterprise Fund Debt Service offset by an
anticipated increase in the Greater Lawrence Sanitary District charge to the Sewer Fund
of$113k constitutes a substantial amount of the decrease. The Water Enterprise Fund
Budget for FY14 is recommended to be $4,891,704, while the Sewer Enterprise Fund for
FY14 is $4,729,587 and the recommended Stevens Estate budget is $271,974. The Water
and Sewer funds are statutory self-supporting utility funds which generate revenues based
on user fees. Based on FY13 projections prepared by Finance Director Lyne Savage as
of January 31, 2013, if the Water and Sewer budgets are approved as recommended I
would not recommend rate increases to either Fund for Fiscal 2014. As you are aware
the Steven's Estate generated its first profit in many years in Fiscal 2012; I am hopeful
that Fiscal 2013 and beyond will yield the same positive results.
I would like to once again recognize the effort made by all departments to review each
and every line item and expenditure in their budgets so that their FY14 requested
funding is consistent with our goal of sustainability and service. We are extremely
fortunate to have such a professional and skilled staff that is committed to excellence. I
do need to single out Finance and Budget Director Lyne Savage and Assistant Town
Manager Ray Santilli for their invaluable assistance in helping me prepare this budget.
The positive relationship developed over the past several years between the North
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Andover School Department and School Committee and Town government is alive and
well and was a critical component in developing this budget product.
I remain focused on movin g organization anization forward toward sustainability with an eye
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toward stewardship and as always committed to a customer friendly service oriented
government. We have shown that by working together we can find a way to serve our
residents while continuing to make strides towards making North Andover a model
community that others will want to emulate. I am confident that you will find that the
material contained within this document is consistent with the purposes and policies
prioritized by the Board and I look forward to working with you and the Finance
Committee between now and Town meeting.
Regards,
Andrew W. Maylor
Town Manager
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BUDGET CALENDAR
Board of Selectmen set calendar September 26,2012
Capital Budget Instructions distributed September 28,2012
Capital Improvement request due October 24, 2012
Operating Budget instructions manual distributed November 1, 2012
Revenue/Fixed Cost Committee initial meeting November 14, 2012
Town Manager presents Five-Year Financial Forecast November 19, 2012
Recommended Capital Improvement Plan issued to Selectmen December 17,2012
Revenue/Fixed Cost Committee issues final report December 28, 2012
Superintendent submits budget to School Committee January 11, 2013
Departmental,Operating Budget requestes submitted January 14, 2013
Board of Selectmen vote on Capital Improvement Plan February 4, 2013
School Committee votes to adopt budget February 14, 2013
Operating Budget submitted to Board of Selectmen February 25, 2013
Operating Budget submitted to Finance Committee February 26,2013
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Warrant for Annual Town Meeting closes March 18, 2013
Board of Selectmen vote to adopt budget March 18, 2013
Finance Committee recominendations due April 18, 2013
Warrant to printer April 20, 2012
Warrant available to Town Meeting members April 30, 2013
Town Meeting May 21, 2013
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Budget Overview
Citizen's guide to the Fiscal Year 14 BudLyet
The budget is a blueprint of Town services and facilities for fiscal year 2014. It identifies policy
decisions by.the community and guides the Town's operations.
Communication Tool- The budget is intended to communicate to a broad range of readers, both
in the Town of North Andover and surrounding area as well as the larger governmental and
financial community. The document expresses priorities and goals, assignments and plans,
targets and hopes. It is a key statement of Town priorities.
Budget Format—The budget summary contains summary totals from all operating segments.
The revenue section details revenue sources with expected trends. Each departmental section
contains a department narrative,which includes organization,program functions, goals and
financial data relating to the entire department. The enterprise section includes revenue and
expenditure trends of the self-sustaining enterprise funds along with departmental goals. The CIP
section details all expected capital program outlays in the current fiscal year, as well as a
summary of the next following years.
Basis of Budgeting and Accounting-The Town's Accounting and Budget are prepared on a
basis other than generally accepted accounting principles (GAAP basis). The Town follows the
State mandated Uniform Municipal Accounting System(LIMAS) where the actual results of
operations are presented on a"budget(cash) basis"to provide a meaningful comparison of actual
results with the budget. The major differences between the budget UMAS and GAAP basis is
that:
• Revenues are recorded when cash is received, (budget) as opposed to when susceptible to
actual (GAAP).
The accounts of the Town are organized into various funds, each of which is considered a
separate accounting entity. The operations of each fund are accounted for with a separate set of
self-balancing accounts. These fund groups are briefly described as follows: General Fund-this is
used to account for the operating activity for all Town departments, Special Revenue-record the
activity of all Town grants, revolving and gift accounts used to supplement departmental
operations, Enterprise-Operating activity of fee based self supporting programs, currently the
Town has three enterprise programs; Water, Sewer and Stevens Estate at Osgood Hill
Conference Center, Capital Projects-used to track the expenditures of the approved capital
improvement programs and Trust/Agency. Only the General, Enterprise and Capital Funds are
subject to the appropriation process.
Budget Procedure-The preparation of the Annual Budget for the Town of North Andover is
governed by the provisions of Chapter 9 of the Town Charter. The budget cycle for FY 14 was
initiated in September 2012. In December the Town Manager convened a Town wide annual
budget meeting attended by all department heads and finance personnel concerning a general
overview of the budgetary limitations as well as an outline of specific guidelines dictating the
preparation of individual department budgets. Each department then prepared FY 14 operating
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budgets and a program summary outlining the projected goals for the future. These operating
budgets, which include expenditure and revenue estimates were submitted to the Manager by
January 14,2013.
In February, each department made a presentation, based on their adjusted budget submittal to
the Town Manager, Assistant Town Manager and Finance Director justifying proposed budgets
and program changes for the coming year.
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The budgets submitted were reviewed and adjusted by the Manager,Assistant Town Manager
and Finance Director based on the individual needs of each department. During the month of
February the Finance Director finalized the Annual Budget document for submission to the
Board of Selectmen and Finance Committee.
From the time of submission to the date of Town Meeting (May),the Finance Committee holds a
series of public reviews of the Manager's recommended budget to solicit citizen participation
regarding departmental budget requests. The Finance Committee and Board of Selectmen make
recommendations on the Manager's budget request and submit their recommended budgets to
Town Meeting. Annual Town Meeting in May shall adopt the operating budget with or without
amendments. Town Meeting has the jurisdiction to make reductions and additions to the
proposed budget without the consent of the Board of Selectmen, Finance Committee or Manager.
There are two categories of adjustments that may be made to the adopted budget during the fiscal
year: 1 - management can authorize transfers; requests such as line item transfers or a transfer
within the broad appropriation categories and 2 - only a Town Meeting can alter the appropriated
categories or add to the total appropriation.
Mass Gen. Law Requirements — The budget preparation process for all towns is governed by
MGL Ch. 44. The General Laws require that the budget be supported by revenues earned during
the year plus any savings from prior years. The General Laws also requires public involvement
in the process, including the requirement for a public hearing on the proposed budget.
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Town Organization
Back round
The Town of North Andover is located in Essex County, approximately 24 miles north of
Boston. The Town lies along the banks of the Merrimack River and is surrounded by the Towns
of Boxford, Andover, Middleton, North Reading, and the City of Lawrence, Haverhill and
Methuen. The settlement of the Town began in 1640 and was incorporated as Andover in 1646.
The community was split into the North Parish (now North Andover) and South Parish (now
Andover) in 1709 and North Andover was incorporated as a separate entity in 1855. North
Andover is governed by an open Town Meeting form of government, a five-member Board of
Selectmen and a Town Manager pursuant to a Home Rule Charter that went into effect in 1986.
Although North Andover contains several industrial parks, the Town has retained a rural
character and contains over 3,000 acres of preserved open space. North Andover is served by
Route 495, Route 125, Route 133 and Route 114. North Andover is a thriving community with
an excellent school system, efficient services and a strong commitment to its citizens.
The Town provides general governmental services for its citizens, including police and fire
protection, collection and disposal of refuse, public education for pre-kindergarten through grade
twelve, water and sewer services, parks and recreation, health and social services,
libraries/culture as well as maintenance of streets and other infrastructures. The Merrimack
Valley Regional Transit Authority ("MVRTA") provides bus coverage for certain routs around
the Town with connections to the surrounding communities with the Merrimack Valley area.
Town Charter
The Town is governed by a home rule charter that provides for an Open Town Meeting - Board
of Selectmen - Town Manager form of town government; with Town Meeting defined as the
Legislative body, Board of Selectmen as the Executive body and the Manager as the Chief
Administrative Officer. In accordance with Chapter 2 "the legislative powers of the town shall be
exercised by a town meeting open to all registered voters of the town". As defined in Chapter 3
"the Board of Selectmen shall serve as the chief goal-setting and policy-making agency of the
town and, as such, shall not normally administer the day-to-day affairs of the town, but shall
instead regularly direct the Town Manager to help it in carrying out its administrative duties, and
make recommendations to the town meeting relating to actions required to be taken by that
body." As defined in Chapter 4 "the Town Manager shall be the chief administrative officer of
the town and shall be responsible for administering and coordinating all employees, activities
and departments placed by general law, this charter or by-law under the control of the Board of
Selectmen and of the Town Manager."
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School Committee
The School Committee has general charge and superintendence of the public schools of the
Town. The School Committee is comprised of five members elected at large. The School
Committee has the power to select and terminate a superintendent of schools, establish
educational goals and policies for the schools consistent with the requirements of the laws of the
commonwealth and standards established by the Commonwealth. The School Committee also
has all the power and duties given to school committees,by the laws of the Commonwealth.
The members of the 2012-2013 School Committee are:
Laurie Burzlaff, Chair
Stanley Limpert, Vice Chair
Christine Allen,Member
Brian Gross, Member
Andrew McDevitt, Clerk
Boards and Commissions
In addition to being shaped and influenced by the Town's elected officials and appointed staff,
Town policy and programs are impacted by the actions of the Town's Boards and Commissions.
The size, responsibility and source of authority of the Town's Boards and Commissions vary.
With the exception of those members who derive their appointments as a result of their position
in Town government and the Town Charter mandating their membership, the Board of
Selectmen or the Town Manager appoints new members in accordance with the Town Charter
along with the remaining members of the respective board in accordance with the provisions of
general law.
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TOWN Of NORTH ANDOVER
ORGANIZATIONAL CHART
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Boxes in Red indicate joint Town/School departments.
Boxes to Green.represent Department Head Appointed by Selectmen
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PRINCIPAL
Department Official(s) Additional Areas of Authority
Accounting Lyric Savage, Town Accountant Finance Director,Budget Director
Administration Andrew Maylor, Town Manager
Raymond Santilli,Assistant Town Purchasing Agent
Manager
Assessing Garrett Boles,Assessor
Community Development Curt Bellavance,Director
Conservation Department Jennifer Hughes,Manager
Elder Services Irene O'Brien,Director
Emergency Management Jeff Coco,Manager
Facilities Management Stephen Foster,Manager
Fire Department Andrew Melnikas, Chief
Health Department Susan Sawyer,Manager
Human Resources Cathy Darby,Manager
Information Technology Matthew Killen,Director
Inspectional Services Gerald Brown, Inspector of Plumbing,Electrical
Buildings
Library Mary Rose Quinn,Director
Planning Department Judy Tymon,Manager
Police Department Paul Gallagher, Chief
Public Works Bruce Thibodeau,Director Water, Sewer, Streets,Fleet,Buldings,
Solid Waste
Stevens Estate Erin Flannery,Director
Town Clerk Joyce Bradshaw, Clerk
Treasurer/Collector Jennifer Yarid, Treasurer/Collector
Veterans Services Edward Mitchell,Veterans Agent
Water Treatment Plant Linda Hmurciak, Superintendent
Youth&Recreation Richard Gorman,Manager
Services
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Town Non-School Personnel Analysis
With the projected cost of personnel at $13.2 million dollars or 68.1% of the General Fund non-
school operating budget the need to stringently monitor this area of the operating budget is of the
highest importance. With this in mind the Manager has looked to make efficiency improvements
so as to maintain the present level of staffing and share human resources among departments
where possible. There are no increases in staffing levels included in this budget.
The chart below shows the Town's non-school headcount over the last three years. The table on
the following page illustrates the changes, which have been made over the last three fiscal years
by department. Further detail breakdown can be found within each departmental presentation.
ostion List
- - -
k ,
175
9.25
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100 m � _
75
so
25
FY12 PY13 FY14
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TOWN OF NORTH ANDOVER
POSITION LIST COMPARISON
REQUESTED
FY12 FY13 FY14
MUNICIPAL AND SUPPORT SERVICES STAFF STAFF STAFF VARIANCE
DEPARTMENTS POSITIONS POSITIONS POSITIONS
Assessor 3.5 3.75 3.75 0.00
Assistant Town Manager 0.5 0.5 0.5 0.0
Board of Appeals 1.0 1.0 1.0 0.0
Community Development 2.0 2.0 2.0 0.0
Conservation 1.5 1.5 1.7 0.2
Elder Services 5.0 5.0 5.0 0.0
Emergency Management 0.0 0.0 0.0 0.0
Facilities Management 1.0 1.0 2.0 1.0
Fire 55.0 55.0 55.0 0.0
Health 3.6 3.6 3.6 0.0
Human Resources 1.0 1.0 1.0 0.0
Information Technology 7.0 7.5 8.0 0.5
Inspectional Services 4.3 4.3 4.3 0.0
Library 11.8 11.9 12.1 0.2
Planning 2.0 2.0 2.0 0.0
Police 53.0 53.0 53.0 0.0
Public Works* 23.0 23.25 23.25 0.00
Purchasing 0.5 0.5 0.5 0.0
Town Accountant 4.5 4.0 4.0 0.0
Town Clerk 4.0 4.0 4.0 0.0
Town Manager/Selectmen 2.7 2.7 2.4 -0.3
Treasurer/Collector 4.0 4.0 4.0 0.0
Veterans Services 1.0 1.0 1.4 0.4
Youth&Recreation Services 4.0 4.0 4.0 0.0
Grand Total 195.9 196.5 198.5 2.0
NOTE: School Department and Enterprise Funds positions, as well as positions funded by outside sources,are not included
*increase as a result of reallocation of postions from School to consolidated IT and Facilities.
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North Parish of North Andover
Unitarian Universalist
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Budget Policy Objectives and Related Goals
Notwithstanding the financial constraints that have existed during the past several fiscal years,
the FY14 spending plan will 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. 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.
Promoting sustainability through cooperative and regional initiatives and managing
the increasing costs of employee benefits. Specifically, initiating changes to the benefit
design of employer sponsored health insurance with the utilization of the Health
Insurance Reform Act. Additionally, utilizing initiatives allowed under MGL 25A,
such as the proposed ESCO project, that encourage the implementation of renewable
energy systems or energy conservation measures;
• 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. Specifically, the Town will use professional resources to
create a "vision"for the Rte 125 corridor from Sutton Street to the Haverhill city line,
and engage state officials and other stakeholders to address needed pedestrian and
other improvements along Rte 114. Also, a review of the existing bylaws will be
undertaken to determine ways to encourage and improve the viability of businesses in
the Main Street district;
• 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. Particular focus will be given to the aggressive
funding of the Town's pavement management plan to improve the condition of the
Town's streets and sidewalks. The Town will pay particular attention to future large
scale residential developments with an eye toward limiting detrimental impacts on the
delivery of town services;
• 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 FY14 Town
government will seek to implement ways to encourage improved business and corporate
outreach to existing business and prospective businesses;
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• Public Safety—constantly improving upon the protection of the public and its property by
initiating policy and providing the necessary resources, be it training, manning or
equipment, to effectively carry-out the missions of the Town's law enforcement, fire and
emergency management agencies;
• 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 FY14 the Town
will remain committed to the implementation of the Facilities Master Plan adopted by
the Town Meeting of 2012,
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Overall Summary of the Budget
The FY14 Budget for all general Town services and facilities totals $94.19 million. The total
includes $44.17 million in the General Fund budget to support traditional municipal services
such as General Government, Police, Fire, Public Works, Library and Non-appropriated
expenses (i.e. Cherry Sheet Assessments and Assessors Overlay Provisions); $9.89 million to
support the cost of the Water, Sewer and Stevens Estate Enterprise Fund budgets and $40.12
million to support the School Department and regional Vocational School.
FY14 Town-wide General Fund Revenue
Other Available Funds
1.11%
Operating
State Aid 11.31% Transfers
1.85%
Local Receipts 10.60%
Debt Exclusion 2.111
Taxes 74.03%
FY14 Town-wide General Fund Expenditures
General Gov't 2.63%
Employee Benefits Other 3.55% Public Safety 11.66%
'18.76% 9 t
Public Works 4.93%
Debt Service 7.64/� t'' �,,
nas�
Support Services 1.61%
Culture&Recreation
1.03%
HHS 1.39%
Education 47.76%
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General Fund _
The General Fund is the basic operating fund of the Town. It is used to account for all financial
resources except those required to be accounted for in another fund (i.e. Water, Sewer& Stevens
Estate Enterprise Funds). The total General Fund operating budget is $81,948,251 which is the
Town appropriation of$94,190,818 less $2,349,302 for Overlay Provisions ($400,000), Cherry
Sheet Assessments ($1,111,302), Transfer to Stabilization($625,000), Transfer to Capital
Stabilization($213,000) and less the Water, Sewer and Stevens Estate Enterprise Funds of
$9,893,265.
General Fund Budget The general fund operating budget in FY14 totals $83.49 million
(exclusive of Free Cash for Reserves), which represents a 2.67% increase over FY13.
Revenue: The Town receives 74.03% of its revenue from Property taxation;this is its largest
source of funds. This category has an increase of$2 million or 3.55%. The Town also receives
revenue in State Aid of$9.4 million or 11.31%. The Town also receives $8.8 million or 10.60%
of its revenue in local receipts (fees,permits, etc.). This category has increased by$50,000 or
.57%. This is due in part to the state of the economy
Expenditures: The School department operating budget at$39,863,136 reflects an increase of
$1.5 million or 4.12% and represents 47.76% of the total Town appropriation. The community
needs to monitor the outcome of the ongoing discussions pertaining to education reform funding.
If the State does not continue to aggressively fund this mandate the Town will be forced to
pickup the shortfall in State funding. With education costs consuming over 67% of the operating
budget these increases, without increased State assistance, will continue to have a negative
impact in other funding categories. With the recent agreement for the Town to move their health
insurance to the GIC the Town is looking for a decrease in health insurance cost commencing in
FYI 5. The Town is looking at reducing high levels of debt service, these levels of debt service
are concerning and should be monitored closely to future revenue growth so as not to overtake
other needed programs. If needed,reductions should be recommended along with the use of
alternative funding for capital projects such as pay- as-you- go.
Capital Budget and Debt Service. The FY14 Budget includes $5.79 million in debt service
funding as required under the ongoing Town-wide Capital Improvement Program (CIP) (for
further details, see discussion in the CIP section of this budget document). The Town will
continue to make an investment in this area to avoid having to incur higher costs in the future
and therefore reduce the number of annual capital projects to be undertaken. The current and
projected economic climate may cause the Town to seek to control the cost of debt services as a
method of keeping the Town's budget in balance; in this case the total.
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Challenges Addressed in the Fiscal Year 2014 Budget
The FY 14 Budget strives to establish an agenda that promotes a"Pro North Andover"
environment both locally and regionally. It focuses on the"Fundamentals," a set of broad policy
statements regarding the Financial, Economic Development,Neighborhood Enhancement,
Community Development, Public Safety and Governmental Philosophy objectives that will
guide the Town, in one form or another, for years to come. Specifically,the FY 14 Budget
addresses major challenges relating to those Fundamentals, including:
Defining and Managing Budget Issues for FY 14 and Beyond—Identifying and managing
budgetary issues in the face of marginally improving economic conditions are the most important
challenges the Town of North Andover faces in FY 14 and beyond. The successful negotiation to
alter the benefit design of employee health insurance was a significant step in the right direction,
but more creative initiatives are necessary to reach the goal of sustainability.
Promote Community Preservation and Business Growth—Increased funding of pay-as-you-
go capital funding is an important component of this budget as is the continued funding of the
Town's two Stabilization Funds. The continued investment in the Town's capital assets,
including the next phase of the Facilities Master Plan, will reduce the costs associated with
having to replace failing systems prior to the end of their anticipated useful life. The FY 14
Budget continues last year's first of its kind expenditure to attract new businesses and retain
existing ones through market research and branding.
Limiting the Burden on Taxpayers by Pursuing a Sustainable Government—The FY 14
Budget is iii balance without the use of one-time revenues (other than to fund reserves) for the
second year in row without the need for Proposition 2 1/2 overrides or the adoption of new taxes.
The FY 14 Budget, and perhaps more importantly those who assemble and will ultimately adopt
the budget, are cognizant of the impact that Town's residents and taxpayers are also feeling as a
result of the new economy. The Town will strive to establish a sustainable service level based on
predictable revenue streams. This in turn will limit the burden borne by local taxpayers and
ratepayers.
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Development of the Fiscal Year 2014 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 begins with
a strategic planning session involving the Town Manager and Board of Selectmen which
includes a review of the adopted long-term plans including the Five Year Financial Forecast, the
Five Year Capital Improvement Plan, the Facilities Master Plan, and in the future,the Open
Space & Recreation Plan which is in the process of being updated. The linkage to the long-term
plans provides the strategic context for the budget and reinforces the budget's role of
implementing priorities within these plans.
Financial Context for the Budget-The budget process begins with a rigorous gathering of
information to identify the financial environment for the budget period and for the next four
years. The Five Year Financial Forecast provides the focus of the process and includes a
comprehensive review of financial policies, a scan of the economy, development of the revenue
estimates and projection analysis using the five-year projection model. The Town Manager, the
Town Accountant and the Revenue and Fixed Cost Committee review this data in order to
develop the budget guidelines and policies that drive the development of the fiscal year budget.
The economic scan of the FY 14 Budget indicated there was an incremental increase in
economic growth in the state during the past year. The budget reflects a larger than anticipated
increase in state revenue and the addition of local meals tax revenue while factoring in the
increasing upward pressure on non-discretionary employee costs such as retirement and health
insurance. The focus is, and will remain, on creating a sustainable workforce that will eliminate
the erosion of municipal service delivery.
Toward the Future- One outcome of the budget process is to identify issues and challenges that
the Town will address in the upcoming and future fiscal years. Looking beyond the current
fiscal year,the Town will need to develop regional strategic partnerships to reduce the cost of
service delivery and increase its focus on"Green"initiatives to reduce energy consumption. This
combined with modifying plan design for health insurance offered to town employees and
increasing reserve balances will insure that the Town is able to meet its commitments to local
residents and taxpayers well into the future.
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Five Year Financial Forecast
R�«oOU6� ��� Expenditure Summary �nD�
Revenue - --'r - - - ~ - Fund
FYI 3Adopted FY14'EST FY15'EST FY16'EGT FY17'EST FY18-EGT
REVENUES
Property Taxes $ 59.054.013 $ 81.145.585 $03.208.997 $ 65.486.222 $ 67.738.378 $ 70.046.837
New Growth 800.000 600,000 000.000 000.000 800.000 608.800
Debt Exclusion 1.771.640 1.759.398 1.748.750 1.909.363 1.894.402 1.002.008
Total Tax Revenue 81.425.853 03.504.759 85.637.747 07.995.506 70.232.780 72.529.705
Local Receipts- 8.794'774 8.910.811 9.133.581 9.301'921 9.585.968 9.835.808
State Aid 9.242.057 9.435.814 8.671.504 9.913.282 18.161.124 10.415.152
Total Operating Revenues 79.656,041 01.051.184 84,442.833 87,20.799 89.989.03 92,780.726
Free Cash 250.000 ' ' ' '
OporaUngTranofemk]the 1,763,692 1
Total Revenues
EXPENSES
General Government $ 4.170.834 $ 4.295.058 $ 4.424.838 $ 4.557.583 $ 4.604.310 $ 4.835.140
Group Health 10.740.804 10.746.804 11.552.814 11.552.814 12.419.275 13.350.721
Other Personnel Benefits 4.380.092 4.709.244 5.062.437 5'442.120 5.850.279 8.289.050
OtherNon'Dopartmanto| 3.042.448 3.103.297 3.185.363 3.228.670 3.293.244 3.358.100
Debt Service 6.201.673 8.375.189 5.593.352 6.038.783 6.418.428 8.643.378
Pub||oVVohm 4.020.818 4.101.234 4.103.258 4.266.924 ' 4.352.263 4.433.308
Schools 38.283.941 39.718.589 41.209.073 42.754.414 44.357.704 48.021.118
Support Services 1.135.840 1.109.915 1.183.314 1.217.180 1.241.523 1.268.354
PubUicGofety 82GU2SS 94S1 O00 07291U2 S97232S iU22i837 10,477,178
Total Expenses
Surplus/(Deficit)
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Financial Reserve Policies
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 l
source of funding for capital construction and replacement projects. Reserves should normally
average 5% and 10% of the Town's operating budget.
The Town, as recommended by the Finance Committee, Board of Selectmen and authorized by
the Town Meeting has been steadily building up reserves in anticipation of a time when revenue
growth would slow, stop or decline. The realities of the current economic conditions, however,
are having a negative impact on the Town's revenue prospects and potentially for several
additional fiscal years to come.
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
provide for normal replacement of existing capital plan and the financing of capital
improvements. OPEB reserves provide for fiinding of other post employment benefit liability.
Cash flow reserves provide sufficient cash flow for daily financial needs. Contingency reserves
provide for unanticipated expenditures. The policies presented here are categorized in the
following sections:
• Operating
Undesignated Fund Balance
Free Cash
• Stabilization Fund
• Capital Stabilization Fund
• OPEB Liability Trust Fund
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Operating
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.
Undesignated Fund Balance
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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
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requirement for short-term debt to sustain Town operations. Should this fund balance fall below
5% of the"Fund Balance Floor," defined as revenue less Chapter 70 school aid, a plan for
expenditure reductions and/or revenue increases shall be submitted to the Board of Selectmen
during the next budget cycle.
What is considered the minimum level necessary to maintain the Town's credit worthiness and to
adequately address provisions for a) economic uncertainties, local disasters, and other financial
hardships or downturns in the local or national economy and b) cash flow requirements and c) In
addition to the designations noted in(a) and (b) above, fund balance levels shall be sufficient to
meet funding requirements for prior year approved projects which are carried forward into the
new fiscal year, debt service reserve requirements,reserves for encumbrances, and other reserves
as required by contractual obligations or generally accepted accounting principles.
Free Cash Reserve
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
This fund is a statutory reserve account dictated by Chapter 40 Section 5B of the Massachusetts
General Laws, and may be used for any municipal purpose for which the Town would be
authorized to borrow money under Section seven or eight of Chapter 44 of MGL or any other
lawful purpose. This fund requires a two-thirds affirmative vote by the Town Meeting to
appropriate and at no time can an appropriation into this fund exceed 10% of the previous year's
real property tax levy or can the fund exceed 10% of the equalized value of the Town. The
purpose of this fund is to provide long.term financial stability for the Town while improving the
Town's credit worthiness and flexibility.
Capital Stabilization Fund
The FYI Annual Town Meeting established the Capital Stabilization Fund which is a statutory
reserve account dictated by Chapter 40 Section 5B of the Massachusetts General Laws and may
be used for any municipal purpose for which the Town would be authorized to borrow money
under Section seven or eight of Chapter 44 of MGL or any other lawful purpose The FY14
budget provides for a transfer in the amount of$213,000. This fund is to provide an additional
source of funding for capital construction and replacement projects, as well as unforeseen capital
expenditures not budgeted. Appropriations from this fund are governed by statute and require a
two-thirds affirmative vote of Town Meeting.
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OPEB Liability Trust Fund
The purpose of this fund is to provide for funding of other post employment benefit liability.
This fund was established in May 2010 at the Annual Town Meeting with the acceptance of
Massachusetts General Law Chapter 32B, Section 20 which allows the establishment of other
post employment benefit liability trust funds in municipalities and certain government units. To
date there have been no funds appropriated to fund this liability.
The Town's OPEB expenditures are financed on a pay-as-you-go-basis from annual
appropriations and the Town's current financial statements do not report the financial impact of
OPEB until the benefits are paid. The Town contracted with a firm to complete an actuarial to
comply with the Governmental Accounting Standard Board(GASB 45). This report, at a
discounted rate of 4.5%, the present value of future benefits total $196,183,443. The actuarial
accrued liability is $118,595,377, current normal cost of$7,068,418, and the present value of
future normal cost is $70,519,648. The annual required contribution to cover normal cost and the
actuarial accrued liability is $11,905,659. Based on FY13 funding of$3,186,990,the current
unfunded portion of the annual required contribution is $8,718,669.
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Enterprise Funds — Water, Sewer and Stevens Estate
Enterprise Funds The Town has adopted three enterprise funds, Water, Sewer and Stevens
Estate (Conference Center). It is the Town's policy that Enterprise Funds be self-sustaining,this
requires that revenues from operations are sufficient to fund all direct and indirect expenditures
of the fund. The Selectmen are charged with setting water and sewer rates sufficient to cover
expenditures. The conference center is dependent on sales and related economic conditions. The
total appropriation for FY14 is $9,893,265.
FY14 Enterprise Funds Revenue Sources
Other Revenue
12.43%
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User Fees 87.57%
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FY14 Enterprise Funds Expenses
Indirect Cost
13.53% Direct 32.80%
Debt Service
36.94% GLSD Sewer
Assessment
16.73%
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Stabilization Funds
Town Stabilization Fund
This fund is a statutory reserve account which may be used for any municipal purpose. This fund
requires a two-thirds affirmative vote by the Town Meeting to appropriate. The FY14 Budget
does make a contribution to this fund.
Projected Fund balance as of June 30, 2013 $2,903,811
FYI contribution $ 625,000
FY14 projected Fund Balance as of June 30, 2014 53.528,811
Town Capital Stabilization Fund
This fund is a statutory reserve account which may be used for additional source of funding for
capital construction and replacement projects, as well as unforeseen capital expenditures. This
fund requires a two-thirds affirmative vote by the Town Meeting to appropriate. The FY14
Budget does make a contribution to this fund.
Projected Fund balance as of June 30, 2013 $ 25,000
FY14 contribution $ 213,000
FY14 projected Fund Balance as of June 30, 2014 S-238.000
III
Undesi nated Fund Balance
The General Fund budget includes expenditures that are financed through transfers from other
funds, such as Water, Sewer and Stevens Estate funds.
Fund balance as of June 30, 2012 $ 3,559,102
FYI revenues and other financing sources $ 81,705,697
FYI expenditures and other financing uses $(81,581,531)
Projected Fund Balance as of June 30, 2013 $ 3,683,268
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North Andover Police Station
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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.
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 1/2 established, among several
restrictions, a"21/2 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 those categories in FY14.
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 three years and updated every year.
FY16 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:
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There are three major factors that influence the amount of revenue generated by the real and
personal property tax:
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1. Automatic 2.5%increase—Each year, a community's levy limit automatically increases by
2.5% over the previous year's levy limit. This does not require any action on the part of local
officials. This amount is estimated to be $1,492,230 for FY14.
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 FY14, based
on current trends new growth is estimated to be $600,000.
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 FY14 the debt exclusion is estimated to be $1,759,395. The
levy ceiling of a Town is 2.5% of valuation of the community. The ceiling for the Town in FY
13 was $103,625,705. As the following shows,the Town is substantially under its levy ceiling.
Change
Year to Year Comparison FY10 FY11 FY12 FY13 FY14 FY13 -FY14
Tax Levy(per RECAP) $56,739,535 $58,588,509 $60,650,525 $61,434,579 $63,540,840 *', 3.4%
*Estimated
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$100
Ln
c
$50
$0
FY10 FY11 FY12 FY13 FY14
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.
Major Changes:
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This revenue source had expanded in recent years as the Town has focused on this category as a
source of revenue expansion. Due to the national economic situation and budgeting practices in
previous years excise receipts are expected to stay level with FY13.
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Change
Year to Year Comparison FY10 FY11 FY12 FY13 FY14 FY13-FY14
Motor Vehicle Excise $ 3,492,903 $ 3,775,200 $ 3,750,578 $ 3,600,000 $ 3,600,000 * 0.0%
*Estimated
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$4
c
o $4
$3
FY10 FY11 FY12 FY13 FY14
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.
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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.
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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 for a PILOT
payment of$30,000 per year.
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.
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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 licenses 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 adopted a revise building inspection permit fee schedule
in Fiscal 07.
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 licenses 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.
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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 FY 07.
Change
Year to Year Comparison FY10 FY11 FY12 FY13 FY14 * FY13-FY14
Fees (Bldg,Plumb, Elec.,etc.) $ 856,329 $ 954,715 $ 1,163,413 $ 955,800 $ 924,272 -3.30%
*Estimated
$2
0
FY10 FY11 FY12 FY13 FY14
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 violators are prohibited 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. Responding to the
community's desires and public safety concerns that mostly focused on speeding violations in
local neighborhoods. 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
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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.
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Change
Year to Year Comparison FY10 FY11 FY12 FY13 FY14 FY13 - FY14
Licenses and Permits $ 230,836 $ 225,199 $ 227,644 $ 223,375 $ 230,962 *' 3.4%
*Estimated
$240
$220
c v I
$200
FY10 FY11 FY12 FY13 FY14
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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 FY14 budget process,the Town projected no increase of Cherry Sheet revenues
based on assumptions offered by the Governor's Budget. The largest increase on the Cherry
Sheet revenue was from Chapter 70 aid which increased 9.4%between FY12 and FY13.
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 fro 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.
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Major Changes:
There is a proposal to overhaul the foundation budget and a new method for measuring
municipal ability-to-pay and for determining required local contribution and school aid amounts.
Change
Year to Year Comparison FY10 FY11 FY12 FY13 FY14 FY13-FY14
Chapter 70 $ 5,440,937 $ 6,092,035 $ 6,124,740 $ 6,808,233 $ 6,808,233 * 0.0%
*Estimated
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$10
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FY10 FY11 FY12 FY13 FY14
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 FY2010 the Governor combined these two aid accounts (Local Aid and Additional
Assistance) into one category called Unrestricted General Government Aid.
Change
Year to Year Comparison FY10 FY11 FY12 FY13 FY14 FY13- FY14
Unrestricted General Gvt Aid, $ 1,805,628 $ 1,733,403 $ 1,608,071 $ 1,733,403 $ 1,733,403 !* 0.0%
*Estimated
Ln $2
c
0
� $2
FY10 FY11 FY12 FY13 FY14
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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.
Major Changes:
Interest rates on investment have declined through FY12 and are expected to stay level for FY13
and FY14.
Change
Year to Year Comparison FY10 FY11 FY12 FY13 FY14 FY13 -FY14
Investment Income $ 396,306 $ 313,836 $ 118,449 $ 100,000 $ 118,400 * 18.4%
*Estimated
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$500
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~ FY10 FY11 FY12 FY13 FY14
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INTERGOVERNMENTAL/INTERFUND TRANSFERS
Water , Sewer and Stevens Estate Transfers - The Water, Sewer and Stevens Estate funds,
financed by water and sewer usage charges and event fees provide reimbursement for direct and
indirect cost associated with a variety of the Town services, including those offered by
Technology, Accounting, Town Manager, Treasurer/Collector, Personnel, Town Counsel and
Town Clerk. Additional, 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.
Change
Year to Year Comparison FY10 FY11 FY12 FY13 FY14 FY13- FY14
Interfund Tranfers $ 1,113,149 $ 1,358,179 $ 1,463,962 $ 1,525,864 $ 1,542,763 * 1.1%
*Estimated
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$2,000
m
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~ FY10 FY11 FY12 FY13 FY14
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GENERAL&ENTERPRISE FUND REVENUE BY YEAR
Actual Actual Actual Recap Town Mgr
FY2010 FY2011 FY 2012 FY2013 FY2014
LOCAL RECEIPTS
Motor Vehicle Excise 3,492,903 3,775,200 3,750,578 3,600,000 3,600,000
Jet Fuel Tax 22,303 15,067 25,851 15,000 20,551
Meals Tax 0 0 140,591 350,000 453,588
Forest Products Tax 0 0 0 0 0
Hotel Room Tax 0 249 0 0 0
Farm Animal Excise 0 0 0 0 0
Penalty/Int.on Prop.Tax 182,247 . 112,714 144,093 112,000 100,000
Penalty/Int.on MVX 22,471 23,051 18,743 23,000 19,000
Penalty/Int.on Tax Title 35,185 46,473 52,717 46,000 35,000
Over/Under 99 468 618 0 0
Lien Certificates 37,660 41,155 42,300 41,000 36,149
Treasurer Demand Fee 77,589 112,437 77,929 112,000 61,177
Payment in Lieu of Taxes 27,243 30,967 32,126 30,000 30,000
Host Community Fee(per agreement) 270,997 272,194 278,028 282,245 285,270
Host Community Solid Waste Fees(per ton) 1,409,042 1,428,807 1,457,121 1,542,675 1,589,280
Ambulance Service 793,374 836,864 948,455 900,000 863,833
Dog Fees 44,620 45,860 45,0101 45,000 45,678
Town Clerk Fees 23,684 26,433 26,971 26,000 26,625
Extended Polling Hours 3,996 4,176 2,184 4,000 0
Cable Fees 5,014 5,059 5,132 5,000 5,000
Clerk Violation Fees 3,160 2,100 1,800 2,100 2,000
Passports 19,326 19,150 19,650 19,000 19,000
Clerk Application Fees 1,175 1,450 300 1,000 1,000
Conservation Fees 299 1,070 491 1,000 659
Planning Board Filing Fees 19,325 24,954 37,465 24,000 22,629
Police Fee's 2,776 3,071 2,625 3,000 2,881
Building Inspection Fees 595,583 593,243 816,364 600,000 600,000
Plumbing Inspection Fees 51,005 59,750 62,555 59,000 60,000
Electrical Inspection Fees 71,332 86,923 90,891 86,000 86,392
Weights/Measures 2,774 3,780 3,274 3,700 3,408
Recycling Fees 12,262 77,696 48,701 77,000 49,000
Health Department Fees 0 0 0 0 0
School Dept.Rentals 0 0 0 0 0
Medicaid Reimbursement 174,048 185,081 211,852 150,000 150,000
School Dept.Miscellaneous 1,580 3,450 560 0 0
Library Fines 16,840 11,578 7,345 4,000 0
Batfiing Beach Receipts 32,490 31,589 37,273 31,000 30,000
Rental Income 11,545 11,370 12,220 11,580 11,580
Cell Tower Lease 82,529 85,005 84,554 85,000 84,554
Misc.Dept Revenue
Assessor 1,792 1,748 1,761 1,700 1,700
Treasurer Collector 3,459 23,723 19,610 0 2,017
Town Manager 829 735 863 0 0
Town Clerk 100 0 0 0
Police 359 3,329 3,304 0 0
Fire 0 0 19 0 0
Building Inspection 0 174 64 0 0
Community Development 154 397 775 0 0
Public Works 0 849 578 0 0
Health 0 0 0 0 0
Veterans 440 0 0 0. 0
Library 179 0 389 0 0
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GENERAL&ENTERPRISE FUND REVENUE BY YEAR
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Actual Actual Actual Recap Town Mgr
FY2010 FY2011 FY 2012 FY2013 FY2014
Appeals Board Receipts 2,900 3,289 2,000 : 3,000 3,000
Police 10%Admin.Fee 32,325 43,456 35,736 43,000 35,000
Police Mise.Revenue 0 0 0 0 0
Fire Misc Revenue 0 0 0 0 0
Building Department Other Revenue 0 0 0 0 0
Fire Alarm BOX Permit Fees 20,000 21,400 21,180 21,400 21,476
Health Dept Mise Revenue 0 0 0 0 0
Civil Defense Miser Revenue 0 0 0 0 0
Boxford Veterans Reimbursements 11,639 11,707 11,707 11,000 17,083
Liquor License 90,950 91,775 95,350 91,775 91,755
Other Alcohol License 225 800 2,200 800 800
Food License 3,675 3,700 3,300 3,700 3,700
Miscellaneous Licenses 9,375 : 10,600 9,950 10,600 10,600
License to Carry Firearms 2,038 3,088 5,213 3,000 3,298
Fire Permits 41,055 40,618 38,712 40,000 39,739
Gas Permits 17,127 10,423 19,499 10,000 16,199
Fishing&Boating License 5,675 5,540 4,845 5,000 4,706
Burial Permits 3,070 4,550 3,950 4,500 2,314
Health Permits 57,646 54,106 44,626 54,000 57,851
Parking Fines 14,289 16,569 19,748 16,000 19,703
Court Fines 85,148 78,795 84,150 78,000 95,861
False Alarm Fine 4,600 6,225 5,100 6,000 5,880
Interest-General 396,306 313,836 118,449 100,000 118,400
Muse Non-Recurring
FEMA 69,298 15,516 2,212 0 0
Hopkinton Bill 35,571 13,119 13,197 0 0
Insurance Reimb 14,443 5,923 2,435 0 0
Surplus Vehicle Auction 1,025 11,897 36,825 0 0
Abandon Property Payment 1,773 23,828 0 0 0
Medicare Part D 92,161 77,991 105,558 95,000 95,000
Bond Premium 10,417 127,464 41,359 0 0
Wheelebrator Settlement 0 0 227,954 0 0
Court Restitution 0 0 12,600 0 0
08 Ice Storm 0 0 27,896 0 : 0
2012 One Time Aid 0 0 125,332 0 0
State Share 2010 Flood Relief 0 0 12,670 0 0
Prior year Revenue 0 0 14,011 0 0
Prudential Demualization 0 0 105,866 0 0
Free Cash 0 0 ; 0 250,000 838,000
TOTAL LOCAL RECEIPTS 8,576,515 9,005,601 ! 9,767,357 9,139,775 9,778,336
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PROPERTY TAXES 56,721,9501 57,744,496 60,164,885 61,434,579 63,540,840
STATE AID 8,106,058 8,627,928 8,558,726 9,435,614 9,435,614
OTHER FINANCING SOURCES 1,241,193 : 2,049,131 1,463,962 1,525,864 1,542,763
(TOTAL GENERAL FUND REVENUES 74,645,716 77,427,156 79,954,930 81,535,832 84,297,553
Water&Sewer Enterprise Funds
User Charges 8,481,891 9,369,604 ' 8,416,004 9,034,920 8,663,291
Other Fees 1,540,113 1,323,031 1,709,528 957,900 958,000
Stevens Estate Enterprise Fund
Event Fees 285,188 239,200 280,067 266,928 271,974
TOTAL REVENUES GENERAL&
ENTERPRISE FUNDS 84,952,908 88,358,991 90,360,529 91,795,579 94,190,818
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GENERAL&ENTERPRISE FUND EXPENDITURES BY YEAR
SUMMARY OF EXPENDITURE CHANGES
Actual Actual Actual Budget Town Mgr
FY2010 " FY2011 FY 2012 FY 2013 FY 2014
GENERAL GOVERNMENT
Town Moderator 564 800 270 825 825
Town Manager/Selectmen 286,023 269,410 ! 294,997 315,943 298,868
Assistant Town Manager 99,365 73,703 47,515 49,556 49,571
Human Resources 0 20,617 76,390 81,383 81,383
Town Accountant 246,188 204,013 205,504 220,738 221,262
Finance Committee 591 406 326 795 795
Treasurer/Collector 310,002 298,075 282,746 297,657 302,085
Assessor 299,949 283,179 303,627 296,940 307,170
Legal 221,192 165,083 115,134 185,000 160,000
Town Clerk 278,294 304,714 274,697 334,937 275,445
Community Development 201,643 191,313 197,097 222,199 222,599
Planning 112,267 97,631 107,229 110,205 114,234
Conservation 86,106 80,150 81,413 85,938 95,971
Board of Appeals 22,425 29,836 32,750 34,763 36,625
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General Gov't Salary Reserve 0 0 0 0 29,000
Total General Government 2,164,609 2,018,930 2,019,696 2,236,879 2,195,833
PUBLIC SAFETY
Police 4,320,678 4,176,505 4,057,451 4,338,534 ! 4,597,340
Fire 4,301,448 4,185,558 4,331,697 4,437,921 4,622,265
Public Safety Reserve 0 0 0 209,471 199,019
Building Inspection 253,238 247,115 228,714 252,898 285,032
Emergency Management 19,248 17,246 20,186 21,475 31,475
Total Public Safety 8,894,612 8,626,424 8,638,048 9,260,299 9,735,131
PUBLIC WORKS
Administration 368,946 336,958 398,505 406,937 409,082
Streets&Sidewalks 824,497 721,593 797,071 781,804 ', 850,203
Solid Waste/Recycling 1,203,597 1,213,570 1,215,128 1,268,638 1,295,174
Vehicle Maintenance 249,544 264,401 236,139 276,380 276,378
Structures&Grounds 505,315 505,507 521,853 534,611 507,353
Public Works Salary Reserve 0 0 0 0 ! 24,000
Snow&Ice Removal 948,432 1,147,187 626,534 752,448 752,448
Total Public Works 4,100,331 4,189,216 3,795,230 4,020,818 4,114,638
HEALTH&HUMAN SERVICES
Health 196,119 192,255 195,342 203,845 199,842
Elder Services 242,960 241,546 232,074 249,369 247,711
Youth Services 235,508 224,964 242,682 257,142 302,068
Veterans Services 252,704 ! 275,090 321,837 371,369 398,251
Health&Human Service Salary Reserve 0 0 0 0 14,000
Total Health&Human Services 927,291 933,855 991,934 1,081,725 !, 1,161,872
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GENERAL'&ENTERPRISE FUND EXPENDITURES BY YEAR
SUMMARY OF EXPENDITURE CHANGES
Actual Actual Actual Budget Town Mgr
FY2010 FY2011 FY 2012 FY 2013 FY 2014
CULTURE&RECREATION
Stevens Library 806,370 813,521 827,774 852,230 852,687
Festival Committee 0 0 0 0 0
Culture&Recresation Salary Reserve 0 0 0 0 11,000
Total Culture& Recreation 806,370 813,521 827,774 852,230 ! 863,687
SUPPORT SERVICES
Outside Auditing 57,500 55,500 55,500 57,000 58,000
Purchasing 31,528 : 17,156 48,491 49,017 48,991
Information Technology 340,069 780,640 909,512 932,586 998,257
Facility Management 0 0 74,938 97,239 231,046
Support Services Salary Reserve 0 0 0 0 11,000
Total Support Services 429,097 853,296 1,088,441 1,135,841 1,347,294
EDUCATION
Education 36,395,183 36,970,605 36,981,430 38,283,941 39,863,136
Regional School Assessment 257,553 362,500 243,954 250,168 259,779
School Building 900 575 898 900 0
Total Education 36,653,636 37,333,680 37,226,282 38,535,009 40,122,915
Debt 6,648,052 6,912,659 7,242,540 6,291,673 6,375,190
Unclassified-Shared Cost 990,695 1,019,122 1,055,013 1,193,702 1,120,196
Group Insurance 6,670,247 8,396,967 10,045,567 10,746,804 11,091,614
Liability Insurance 294,085 276,258 271,059 337,154 377,612
Retirement 2,596,530 2,803,785 3,002,374 3,186,990 3,442,269
Capital&Reserves 1,036,380 378,167 32,415 260,394 838,000
Overlay 371,669 316,384 : 459,973 629,707 400,000
State Assessments 2,307,758 2,115,484 1,813,511 1,766,607 1,111,302
General Fund Budget 74,891,365 76,987,745 78,509,857 81,535,832 84,297,553
Enterprise Fund Expenses 9,934,327 10,303,616 9,657,580 10,259,747 9,893,265
TOTAL EXPENDITURES GENERAL FUND
AND ENTERPRISE FUNDS 84,825,692 87,291,361 88,167,437 91,795,579 94,190,818
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TOWNMANAGER
MISSION STATEMENT
The Town Manager is the Chief Executive Officer and is the primary officer responsible for the
implementation of Board of Selectmen policy and compliance with town by-laws,the town
charter and the laws of the Commonwealth of Massachusetts. The Town Manager sets overall
operating goals for the Town,which determines the departmental goals, and oversees the
efficient and effective administration of town government to achieve those goals. The Town
Manager is responsible for ensuring the continued economic, social, and financial viability of the
Town, and also for ensuring the delivery of quality services to the residents and taxpayers of the
"Town.
SIGNIFICANT CHANGES
Calendar 2012 marked the first year of the tenure of Andrew Maylor as Town Manager. The
transition from the interim Town Manager went smoothly and Mr. Maylor received high marks
from the Board of Selectmen on his six month and annual performance evaluations.
PRIOR YEAR ACCOMPLISHMENTS
• Successfully negotiated transfer of employees to the Group Insurance Commission
(GIC) effective January 1, 2014, for health insurance benefits resulting in more than
$3,000,000 in savings;
• Successfully negotiated three year collective bargaining agreements with the Police and
Fire Department unions;
• Delivered the Town's first ever Five Year Forecast Presentation to a joint meeting of the
Board of Selectmen,Finance Committee and School Committee;
• Offered town wide customer service training to employees;
• Developed a FYI Budget maintaining level services without the use of reserves;
• Presented a Five Year Capital Improvement Plan for FYI 4-18 to the Board of Selectmen
which adheres to the plan to reduce debt service as a percentage of operating revenue to a
range of 4.50%-4.75%by Fiscal 2017;
• Began implementation of the first phase of the Facilities Master Plan;
• Received positive support for an Energy Services performance contracting program from
the Selectmen and Finance Committee;
• Updated the Town's Personnel Policy and developed new pay and position classifications
plans;
• Agreed to an inter-municipal agreement with the Town of Andover to allow for shared
use of Public Works resources;
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• Entered into an agreement with the Center for Economic Development at the University
of Massachusetts at Amherst to create a"vision" for the Rte. 125 Corridor.
• Modified the job descriptions of Town Manager department staff to address current work
responsibilities and address succession possibilities;
• Received Town Meeting support for a Home Rule Petition to eliminate the Labor Civil
Service hiring process for new Public Works Laborers;
• Updated the "Business and Quality of Life Guide"for the purpose of improving
economic development opportunities for the Town.
FY14 GOALS
• Continue the implementation,through June 30, 2014, of the Facilities Master Plan
including the design of a new central fire station and the construction of a Kittredge
Gymnasium and School Department Central Administration Office;
• Successfully negotiate new three year collective bargaining agreements with all non-
public safety Town unions by August 31, 2013;
• Purchase the Town's streetlights from National Grid in order to improve maintenance
and reduce the annual budgetary expenditure for streetlight service by September 15,
2013;
• Take advantage of the savings available from a Net Metering Credit opportunity by April
30, 2014;
• Develop a FYI Budget by February 15, 2014 which maintains level services without the
use of reserves;
• Develop a comprehensive set of Financial Reserve Policies by November 1, 2013;
• Increase the Town's reserves (Stabilization and Capital Stabilization)to 5% of General
Fund operating revenues by July 1, 2013;
• Develop a Five Year capital Plan for FYI 5-19 by December 31, 2013 which adheres to
the goal of reducing debt service as percentage of operating revenue to between 4.50%-
4.75% ;
• Complete performance evaluations for all Division Directors and other senior staff
members by December 31, 2013.
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Town Manager Budget
2014 2014 j
2013 Dept �Town'Mgr Dollar
t
Expense Line em,, Request Recmm'd ,Variance
Personnel
Salaries, Full-Time $ 237,513 $ 234,857 $ 217,313 $ (17,544)
Wages, Part-Time $ 25,500 $ 25,500 $ 25,500 $ -
Overtime $ - $ - $ - $ -
Longevity $ 1,650 $ 1,650 $ 1,275 $ (375)
Salary Reserve $ - $ - $ - $ -
Total: Personnel Costs $ 264,663 $ 262,007 $ 244,088 $'" (17,919);
'Expenses
Contract Benefits- Manager $ 1,500 $ 1,500 $ 1,500 $ -
Repairs & Maintenance $ 200 $ 200 $ 200 $ -
Hosting Meeting Expenses $ 300 $ 300 j $ 300 $ -
Equipment Rental/Leases $ 6,500 $ 6,500 $ 6,500 $ -
Outside Professional Services $ 10,000 $ 7,500 $ 7,500 $ -
Advertising $ 1,500 $ 1,500 $ 1,500 $ -
Training & Education $ 9,500 $ 12,500 $ 12,500 $ -
Telephone $ 1,700 $ 1,500 $ 1,500 $ -
Postage Services $ 700 $ 700 $ 700 ' $ -
Commission on Disability Issues $ 250 $ 250 $ 250 $ -
Office Supplies $ 3,500 $ 3,500 $ 3,500 $ -
Printing & Forms $ 3,500 $ 5,700 $ 5,700 $ -
Auto Mileage $ 5,400 $ 6,300 $ 6,300 $ -
Dues/Memberships & Subscriptions $ 6,230 ! $ 6,330 $ 6,330 $ -
Other Charges& Expenses $ 500 ! $ 500 $ 500 $ -
Total'.Expense Costs $ 51;280 ;$ 54,780 $` 54,780, $
Total: Town Manadec,Costs= 316,787 $ 298;868 $ (17,919)]
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Town Manager Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
Town Manager Town Manager 1 1 0
;Administrative Assistant 0.7 0.4 -0.3
Administrative Secretary 1 1 0
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Total 2.7 2.4 -0.3
Moderator Budget
2014
2012 20.13 ` Town<Mgr ,' Do'llar
s
Expense Line Ifein ACTUAL BUDGET Recrnn'd Change
Wages, Part-Time $ 250 $ 750 $ 750 $
erso
Tol ,PnnelCo
ta sts $' 250 $ 750 $ <750 $ `'
'°` Expenses
Dues and Subscriptions $ 20 $ 75 $ 75 $ -
Total ="Expense Costs $, 20 $ 75
_ _ I
Total: 'Tow n',Mode`rator`Costs $. 270 $.r' 825 $ 825 $
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ASSISTANT TOWN MANAGER
MISSION STATEMENT
The Assistant Town Manager is responsible for assisting the Town Manager in implementing
policies, executive decisions and related management programs. The Assistant Town Manager
conducts research, analyzes information, and makes effective recommendations as to course of
action(s) in the planning and implementation of projects and programs. The Assistant Town
Manager has fiscal responsibilities assisting in developing and preparing annual operating and
capital improvement budgets, and monitoring implementation and compliance. The Assistant
Town Manager is responsible for risk management including protecting Town's assets and
resources from the consequences of loss through risk management and ensuring appropriate
insurance to minimize claims and reduce risk.
As the Director of the Community Services Division, the Assistant Town Manager is responsible
for management and supervisory oversight of the Veterans Services Department, Elder Services
Department, Stevens Memorial Library, Youth & Recreation Services Department, and the
Stevens Estate at Osgood Hill.
SIGNIFICANT CHANGES
There were no significant changes to the Assistant Town Manager office this fiscal year.
PRIOR YEAR ACCOMPLISHMENTS
• Completed final stages of Old Center Area/Town Common projects.
• Provided coordination and oversight for multiple CPA funded capital improvement projects
at the Stevens Estate.
FY14 GOALS
• To coordinate with the School Department and Facilities Management Department to
complete design and initiate construction to convert former police station building to a
modern state-of-the-art School Department Administration Building.
• To finalize the exchange of property parcels at the Lawrence Airport and to work with the
Fire Department to begin design and cost estimates for a new fire station.
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Assistant Town Manager Budget
2014
4 n 2013 2014 Town Mgr Dollar ;
Expense Line Item BUDGET De?pt Request Recmm'd Uawriarice
F Personnel.
Salaries, Full-Time $ 45,564 $ 46,703 $ 46,703 $ -
Longevity $ 413 $ 413 $ 413 $ -
Salary Reserve $ 1,139 $ - -
Total. Personnel Costs $ 47,1,1'6 $ > 47,0 $ 47146," $„
Expenses
Outside Professional Services -
Advertising -
Training & Education $ 650 $ 750 $ 750 $ -
Telephone $ 540 $ 480 $ 480 $ -
Postage Services $ - $ - $ - $ -
Office Supplies $ 200 $ 225 $ 225 $ -
Printing & Forms $ 100 $ 100 $ 100 $ -
Auto Mileage $ 500 $ 500 $ 500 $ -
Dues/ Memberships & Subscriptions $ 250 $ 250 $ 250 $ -
Other Charges & Expenses $ 200 $ 150 $ 150 $ -
Total .,Expense 2,455 $
Total Ass"t Town Manager Costs` $ '.49;556 $ ;`49,571 ; $, . },> 49;571 $
Assitant Town Manager Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
Assitant Town Mgr. Assitant Town Manager 0.5 0.5 0
Total 0.5 0.5 0
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HUMANRESOURCES
MISSION STATEMENT
It is the mission of the Human Resources Department to provide constituents a diverse range of
Human Resources services to ensure that the Town of North Andover continues to be a desirable
place to work, live and do business. Constituents include current and potential Town employees,
retirees, residents and business owners.
SIGNIFICANT CHANGES
High volume recruitment occurred during the calendar year of 2012 resulting in the hiring of 74
individuals. The following positions were filled. Public Works: Department Assistant, Working
Foreman, Lab Director, Senior Foreman, Water Meter Repair Craftsman,three Heavy Motor
Equipment Operators, four Summer Help, Senior Foreman, and a upgrade to Administrative
Secretary. Seven out of ten full time positions in the Department of Public Works were staff
promotions. Other positions hired include: Facilities Temporary Maintenance Technician, Elder
Services: Program Coordinator and Part Time Receptionist; Fire Department: three Fire
Fighters and a promotion to Lieutenant; Police: One promotion to Lieutenant, two promotions
to sergeant, a promotion to Community Services Officer, Department Assistant,three Police
Officers, three Matrons,three Crossing Guards and a Cell Monitor, ; Library: Electronic
Resources Librarian, Library Assistant; Information Technology Network Systems Manager,
Social Media Intern ; Community Development: Department Assistant, Health, Department,
Department Assistant, Building Department; two Plumbing and Gas inspectors , GIS Intern;
Youth& Recreation Services, 33 part time and seasonal positions; Stevens Estate, three staff.
FISCAL YEAR 13 ACCOMPLISHMENTS
• Met state and federal requirements pertaining to retiree insurance enrollment and billing
for the new Medicare Part B Penalty program effective July 1, 2012
• Participated in meetings about health insurance changes which resulted in the Town's
ability to transfer health insurance from self funded plans to the state Guaranteed
Insurance Commission program. This transfer will result in significant cost savings to
the town and employees and give employees more coverage options.
FISCAL YEAR 2014 GOALS
• Disseminate compliance information on anti-discrimination policies—July, 2013
• Continue the focus on staff training by offering two new staff development workshops-
August, 2013
• Utilize new Massachusetts Automated Civil Service On-line Hiring System September,
2013
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• In lieu of purchasing a costly employment and benefits self service module for our
existing Human Resources Information System, Identify five items to place on intranet,
October, 2013.
• Develop a succession planning model for retiring staff,November, 2013.
Human Resources Budget
- 2014' 2014
2013 Dept: Town Mgr Dollar l
1
;. Expense Line Item BUDGET,. Requested" Recmm d ;Uanance
Personnel
Salaries, Full-Time $ 74,160 $ 76,014 $ 76,014 $ -
Longevity $ - $ - $ - $ -
Salary Reserve $ 1,854 $ - $ $_ -
Total '.r Personn"el Costs . $ 76,014 $ , .'. 76,01'4
syExpenses
Outside Professional Services $ 700 $ 700 $ 700 $ -
Advertising $ 500 $ 79 $ 79 $ -
Training & Education $ 2,250 $ 2,100 $ 2,100 $ -
Postage Services $ 300 $ 300 $ 300 $ -
Office Supplies $ 300 $ 448 $ 448 $ -
Printing & Forms $ 750 $ 1,173 $ 1,173 $ -
Auto Mileage $ 100 $ 100 $ 100 $ -
Dues/Memberships & Subscriptions $ 469 $ 469 $ 469 $ -
Other Charges& Expenses $ - $ - $ $..
" Total.'Expense Costs $ 5,369 $ S 36 , 5;369
Total:,;Huma'n Resource Costs 81,383 $ 81;383, $
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Human Resources Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS. ++)
Human Resources Director 1 1 0
Total 1 1 0
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TOWNACCOUNTANT
MISSION STATEMENT
The Town Accountant provides the controllership and audit functions for the Town and its
departments and agencies. The Accounting Department protects the fiduciary interest of the
Town by ensuring that the financial records are accurately maintained and preserved; supervising
and monitoring the expenditures of the Town funds; utilizing sound accounting practices; and
performing all other auditing and accounting functions pursuant to the Town Charter, Town By-
Laws and the laws of the Commonwealth of Massachusetts.
SIGNIFICANT CHANGES
• Town Accountant was promoted to Finance Director.
PRIOR YEAR ACCOMPLISHMENTS
• Submitted the FY13 Budget for the Distinguished Budget Presentation Award to the
GFOA by August 24, 2012.
• Awarded the Distinguished Budget Presentation Award for FY2013 Budget.
• Complied with State filing requirements by completing and submitting the Town's
Balance Sheet by September 151H
• Complied with State filing requirements by completing the Schedule A by October 31.
• Submitted the FY12 Comprehensive Annual Financial Report(CAFA)to the GFOA by
December 31, 2012.
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FY14 GOALS
• Submit the FYI Budget for the "Distinguished Budget Presentation Award"to the
GFOA by August 9, 2013.
• Comply with State filing requirements by completing the Balance Sheet by September
15'
• Comply with State filing requirements by completing Schedule A(a comprehensive
report on Town and School expenditures and account balances)by October 31.
• Work with external auditors to produce the Town Comprehensive Annual Financial
Report(CAFR)to be submitted to the GFOA by December 31, 2013.
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Accounting Budget
r X2013 2014'` down Mgr Dollar
1, Expense,,Lme Item BUDGET Dept Request Recmm'd 1/anance„ ' l
; Personnel
Salaries, Full-Time $ 203,547 $ 211,415 $ 208,011 $ (3,404)
Longevity $ 2,275 $ 2,275 $ 2,275 $ -
Salary Reserve $ 4,219 $ $ $ -
1 Total:: Personnel Costs '$ 210,041 $ 2'13,690 (3;404)1
Repairs & Maintenance $ 1,256 $ - $ - $
Equipment Rental/Lease $ 1,861 $ 3,456 $ 3,456 $ -
Outside Professional Services $ 2,425 $ - $ - $ -
Training & Education $ 800 $ 800 $ 800 $ -
Postage Services $ 150 $ 150 $ 150 $ -
Office Supplies $ 2,000 $ 2,500 $ 2,500 $ -
Printing & Forms $ 1,500 $ 3,000 $ 3,000 $ -
Uniforms & Clothing $ 125 $ 125 $ 125 $ -
Auto Mileage $ 100 $ 100 $ 100 $ -
Dues/ Memberships & Subscriptions $ 280 $ 645 $ 645 $ -
Other Charges & Expenses $ 200 $ 200 $ 200 $ -
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Total. Expensen Cos"ts $'; 10;697 ;10,976 $„
Total Town Accountant Costs $ " 220,738 ,$ " 224,666',';$ 221;262_$,,
(3,404);.
Town Accountant Personnel Listing
FY13 ' FY14
STAFF STAFF VARIANCE
Department Title POS POS. ++)
Accounting Town Accountant 1 1 0
Assistant Town Accountant 1 1 0
Payroll Coordinator 0.6 0.6 0
Accounts Payable Clerk 1 1 0
Part Time Clerk 0.5 0.4 -0.1
Total 4.1 4.0 -0.1
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ASSESSORS
MISSION STATEMENT
The Assessor's Office is responsible for valuing all taxable and exempt property and
administering the Real and Personal Property Tax and Motor Vehicle Excise Tax. In FY 2013,
North Andover had 9970 taxable real estate parcels and 876 taxable personal property accounts
for a total taxable value of$4,269,634,302. Assessor's Office processes all statutory and CPA
exemptions, Chapter Land Classification Applications and Application for Abatement. The
Assessor's Office defends values at the Appellate Tax Board, maintains an"In House"Mass
Appraisal System containing the Town's Real Estate Records,updates the Towns Cadastral
Maps, GIS base map and property ownership information. The Assessor's Office analyses real
estate sales and financial data annually and performs interim year valuation adjustments as
required. Department of Revenue Statistical criteria are met and exceeded, insuring values which
are uniform and fewer appeals. The triennial revaluations are performed in house with some
extra consulting on the commercial.
SIGNIFICANT CHANGES
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The basic functions of the Office are governed by Revenue statutes and Department of Revenue
Regulations. The Regulations are getting more complicated. The computer software upgrades
require a longer learning curve. I find I am using Statistics programs like SPSS and NCSS more
as well as constructing more complicated analytical spreadsheets. The CSC is beginning to Beta
Test the New Cloud based version of our CAMA Software. There is a new mandate from the
DOR that all residential condominiums are to be physically inspected by FY 2016 and all
detached and/or Townhouse Style condominiums are to be sketched and put on the CAMA
system.
Our software does not currently have a condo sketch program. It will be upgraded. I have been
invited to serve on a user group who will suggest potential changes.
PRIOR YEAR ACCOMPLISHMENTS
Completed a triennial full revaluation of all taxable and exempt real and property. Had the results
of 3,000 house inspections entered into the FY 2013 Database. Performed a complete onsite
recollection of all Commercial Real and Personal Property Obtained DOR Final Certification on
schedule November 29th. Tax rate submitted and set in a timely fashion.
The assessor's office produced$635,201 in tax levy New Growth. The FY 2013 Budget
estimate was $600,000. Began the analysis for FY 2014 Interim Year Update in December 2012.
Processed all 127 FY 2012 abatement applications by the first week of April. The Chief Assessor
successfully completed several Appraisal Institute examination courses on residential and
commercial property.
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FY14 GOALS
• Perform an interim year valuation adjustment per DOR directives.
• Complete all abatement review in a timely fashion.
• Begin the measure and listing and/or inspection of 2,000 Residential
Condominium units. Perform all the annual work as enumerated in paragraph one
above.
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Assessors Budget
2014: 2014
2013 ' Dept x Town Mgr Dollar
Expense Lme Item B,UpGET, Requested s:. 'Recmm`d Variance.
Salaries, Full-Time $ 189,630 $ 194,020 $ 194,020 $ -
Wages, Part-Time $ 16,253 $ 13,169 $ 10,000 $ (3,169)!
Longevity $ 2,675 $ 2,375 $ 2,775 $ 400
Salary Reserve $ m- $ - $ - $ - '
?otal;"Personnel Coss $ 208;558 i $ : ,. ; 209;564'.,$ 206;795 $ (2;769);
Experls`es
Repairs & Maintenance $ 3,759 $ 9,000 $ 7,000 $ (2,000)'.
Outside Professional Services $ 83,171 $ 65,000 $ 65,000 $ -
Advertising $ 319 $ 1,000 $ 500 $ (500),
Conferences In State $ 800 $ 1,000 $ 1,000 $ -
Training & Education $ 1,000 $ 4,000 $ 3,500 $ (500),
Telephone $ 660 $ 1,000 $ 1,000 ! $ -
Postage Services $ 1,500 $ 4,500 $ 3,000 $ (1,500)
Binding $ - $ 1,000 $ 1,000 $ -
Plans & Mapping $ 400 $ 7,000 $ 6,500 $ (500)'.
Office Supplies $ 2,000 $ 5,000 $ 3,000 $ (2,000).
Printing & Forms $ 582 $ 800 $ 800 $ -
Vehicle Fuel $ 240 $ 550 $ 550 $ -
Uniforms & Clothing $ 125 $ 125 $ 125 $ -
Auto Mileage $ 729 $ 800 $ 600 $ (200)
Dues/Memberships & Subscriptions $ 4,800 $ 6,000 $ 4,800 $ (1,200)
Other Charges & Expenses $ 500 $ 2,000 $ 2,000 $ -
Capital Outlay $ -
Total: ExpenseCasts. - $ ;100;585.' $. ; _n 108,775; $ ,100,375 $ " (8,400);
, 318,33otal 'Asseing O 3091' ' S 6 )T
Assessors Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS. ++)
Assessor Assessors 1 1 0
Assistant Assessor 2 2 0
DepartmentAssiatant 0.8 0.8 0
(Total 3.8 3.8 0
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TREASURER/COLLECTOR
MISSION STATEMENT
The mission of the North Andover Treasurer and Tax Collectors office is to bill, collect,
invest,borrow, safeguard and disburse monies in an accurate and professional manner.
SIGNIFICANT CHANGES
• Implemented online payments for convenience of residents.
• Implemented scanners for payment processing, increased speed and efficiency.
• Cash reconciled to the penny with general ledger.
• Cash receipt turnover increased timeliness.
• Outsourced bill printing—used to print in-house—helped keep our depts. Budget
level
• Receivable reports all reconcile within our office and accounting
• Discontinued all manual recordings
• Implemented process to abate MVE before mailing(save on postage).
• Send add-on MVE commitments to PKS (would have never collected)
• Reconciled bonds with departments and banks
• Received BOS approval of investment policy
• Increased amounts invested, continually negotiating with banks to earn highest
interest.
• Discontinued receiving paper cancelled checks
• Insured all cash in some manner(FDIC, DIF, collateralization, letter of credit)
• Increased demand fee and MLC fee
PRIOR YEAR ACCOMPLISHMENTS
• Eliminated .25 convenience fee for residents when paying online using checking.
• Increased departments offering on-line bill paying.
• Continually adding to our department's policies and procedures manuals.
• Created North East Govern users group.
• Increased integration of accounts receivable software with accounting software
(testing phase as of January 2013).
• Accept credit card payments at window for convenience of residents.
• Reviewed and corrected MVE add-on commitment process. Add-ons are now on
same A/R screen.
• Sent late notices before adding demand—courtesy to residents
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• Ambulance billing policy
• Met with various departments to review their internal control procedures,
continually monitor and review turnovers to ensure procedures are being followed.
FY14 GOALS
• Increase online payment capabilities to encompass overdue items.
• Continue to add to our department's policies and procedures manuals throughout
the fiscal year.
• Complete departmental turnover implementation
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Treasurer Collector Budget
20'14 I
` 2013 2014 , , T�wn Mgr � � Dollar.
' r , ,Expense Line Item"; BUDGET` 'Dept Request , ` Recmm'd � v" Variance
Salaries, Full-Time $ 176,406 $ 179,410 $ 179,410 $ -
Wages, Part-Time $ - $ - $ - $ -
Overtime $ - $ - $ - $Longevity $ 3,100 $ 3,100 $ 3,100 $ -
Salary Reserve $ 1,576 $ - -
tai. .Q.ars6hfibl Costs -
181;082: $ 182;510 "$'., 182;510 $'
._ r,Expenses
Repairs & Maintenance $ 200 $ 200 $ 200
Outside Professional Services $ 7,200 $ 9,600 $ 9,600 $Data Processing $ 16,400 $ 16,400 $ 16,400 $ -
TaxTitle/Foreclosure $ 15,131 $ 17,600 $ 17,600 $ -
Training & Education $ 4,600 $ 4,600 $ 4,600 $ -
Postage Services $ 52,000 $ 52,000 $ 52,000 $ -
Office Supplies $ 5,000 $ 5,000 $ 5,000
Printing & Forms $ 10,000 $ 13,000 $ 13,000 $ -
Uniforms & Clothing $ 375 $ 375 $ 375 $ -
Auto Mileage $ 200 $ 200 $ 200 $ -
Dues/Memberships & Subscriptions $ 400 $ 400 $ 400 $ -
Other Charges & Expenses $ 5,069 $ 200 $ 200 $ -
Total :Expense Costs ^y$ 116;575 $; 119;575 $ : '119,575
Total: Treasury Costs 302,085
Treasurer Collector Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
F
Treasurer Treasurer Collector 1 1 0
Department Assistant 2 2 0
Principal Assistant 1 1 0
Total 4 4 0
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TOWN CLERK
MISSION STATEMENT
The Town Clerk's Office in North Andover is dedicated to providing efficient, competent, and
courteous service to our customers. We are the gateway to public information, records
preservation for today and future generations, election and voting services, licensing for the
Town, and a Passport Agency. Notary public and Justice of the Peace Services are provided to
the public. We operate in a professional and automated environment and always seek to
maintain fiscal responsibility to the taxpayers of North Andover.
SIGNIFICANT CHANGES
The Town Clerk's Office is constantly adjusting to extensive legislative changes and additional
demand for services. New networks have been established for the creation and issuance of all
vital records. This system has and will require extensive training and patience as we evolve into
an all electronic era. Election law changes and mandates require constant updates and training as
we again look at least three elections in 2014. We are still able to continue being a passport
agency because of extraordinary efforts to provide such a high level of service to our residents.
Record retention and preservation remain a large challenge with limited staff resources and
expanding demand. It will be a challenge to maintain our personal contact with citizens in the
era of instant technology.
PRIOR YEAR ACCOMPLISHMENTS
• It was an extraordinary year. All redistricting changes involving hours of
verification and mapping were implemented for the March 6, 2012 Presidential
Primary Election.
• The Presidential Primary Election on March 6, 2012 was followed by the Town
Election three weeks later on March 27, 2012 had to be moved to the North
Andover Middle School. The relocation with inherent logistical issues was
successful because of coordination with all departments.
• Assured that all aspects of Town Meeting (warrant compilation, motion book
preparation, and filings) were legally and properly completed. Annual Town
Report was produced again this year from the Clerk's Office. A Town Meeting
that appears to run smoothly is the product of months of preparation, scrutiny, and
planning. With the support from our new moderator Mark DiSalvo and Town
Manager Andrew Maylor the Annual Town Meeting was successful and well
received by the public.
• The State Primary election was moved to a Thursday-September 6, 2012 and
completed.
• The Presidential Election on November 6,2012 was monumental in scope as 87%
of active voters voting. Over 2,400 absentee ballots were processed. Overseas
and e-mailed were successfully processed. The polls were open from 6:OOAM
until 8:OOPM with virtually no delays or waiting and 15,333 votes cast. This was
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an extraordinary process and possible through participation of my staff, the Board
of Registrars, the dedication of over 120 election workers, the Department of
Public Works providing support to get ballots and supplies to and from the polling
location, the Police Department's traffic coordination, Fire Department and
Emergency Management ensuring the safety of the public, and the cooperation
and assistance of all school personnel to provide their assistance.
• The issuance of passports continues in the Town Clerk's office through very
stringent changes in Vital Record issuance. This is such an important service that
we offer to our residents and others is because of Suzanne Pelich and Patricia
Sifferlen.
• Board of Selectmen License renewal was all processed and complete. Karen
Fitzgibbons has worked so well with existing and new license holders to maintain
a very positive business climate. This task comes New businesses are so
important to the Town's economic future and Karen is so committed to making
their experience pleasant and efficient.
• Prepared filings and assured that all candidates are in full compliance with Office
of Campaign and Political Finance Requirements.
• Continue the complicated Open Meeting Law, Ethics requirements with tracking
and postings implemented. There are over 2,500 potential required employees,
Board and Committee members and vendors to monitor. We are currently
monitoring and assisting with the mandate to have all Ethics tests completed by
April 2013.
• Continued to automate Dog Licenses (Producing over $45,000 in revenue
annually). The safety of the public is protected because of diligent attention to
monitoring rabies vaccination and owner compliance.
• Business Certificates for compliance and optimum revenue were coordinated with
the Building Commissioner to monitor zoning issues. Department of Revenue
mandates have increased processing time and needed record keeping. Automated
programs will assist in compliance and efficiency and enhance revenue through
improved renewal process.
• Our dedication to Records Preservation continues as time permits during such a
busy year.
• We are preparing for potential Special United States Primary and General
elections in April 2013 and in June 2013.
My office continues to maintain a high level of customer service with existing human and
financial resources as demands increased. My excellent staff is committed to our residents and
also supporting the Finance Committee. We look forward new challenges and innovations
FY14 GOALS
• Work with Town Manager and Town Moderator to review and improve Town
Meeting preparation and enhancements.
• Work with IT to make more forms and processes available on the web site.
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• Improve Ethics distribution and monitoring of test compliance. To be completed by
December 2013 and ongoing thereafter.
• Improve voter registration and census process in preparation for 2014 State Primary
and November State Election in 2014. Begin outreach for potential absentee voters.
This is an ongoing project.
• Continue our Laser fiche Project using Community Preservation Funds to place
electronic records into the established database. The ability to look at Historic Town
Records on the web will be enhanced with training and new innovations. We will
work with departments and the Historical Society to begin the process of doing regular
maintenance and storage of electronic records. This is a very time dependent process
and is dependent on governmental events requiring staff time.
• Monitor new legislation for compliance and institution of new programs. We never
know what will be coming about in mandates.
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Town Clerk Budget
201,3 Dept � Tow>n Mgr a;Dollar
,�' ..Expense"tine Item � �' ';" BUDGET'` Req�lested, Recmm'd F`s r r/anan;ce'
r Pe`rsonn`el
Salaries, Full-Time $ 180,301 $ 183,580 $ 183,580 ! $ -
Wages, Part-Time $ 2,160 $ 2,160 $ 2,160 $ -
Overtime $ - $ - $ - $ -
Longevity $ 1,850 '', $ - $ - $ -
Salary Reserve $ 2,676 $ 2,375 $ 2,375 $ -
Total" : Personnel Costs $ 186,987
Expenses ',
Repairs & Maintenance $ 4,000 $ 4,000 $ 4,000 $ -
Equipment Rental/Lease $ 8,000 $ 8,000 $ 8,000 ! $ -
Outside Professional Services $ 1,000 $ 1,000 $ 1,000 $ -
Training & Educaton $ 2,500 $ 2,000 $ 2,000 $ -
Postage Services $ 12,000 $ 12,000 $ 12,000 $ -
Binding $ 1,500 $ 1,500 $ 1,500 $ -
Election Expenses $ 7,000 $ 4,000 $ 4,000 $ -
Town Meeting Expenses $ 7,000 $ 7,000 $ 6,480 $ (520)
Special Town Meeting Expenses $ 8,000 $ 8,000 $ - $ (8,000)
Election & Meeting Workers $ 61,000 $ 23,000 $ 23,000 $ -
Outside Detail $ 10,500 $ 5,500 $ 5,500 $ -
Office Supplies $ 6,500 $ 6,000 $ 6,000 $ -
Printing & Forms $ 6,000 $ 6,000 $ 6,000 $ -
Annual Reports $ 10,500 $ 6,000 $ 6,000 $ -
Uniforms & Clothing $ 350 $ 350 $ 350 $ -
Auto Mileage $ 1,100 $ 1,000 $ 1,000 $ -
Dues/Memberships & Subscriptions $ 1,000 $ 1,000 $ 500 $ (500)
Capital Outlay $ - $ - $ - $ -
Total •Expense;Costs $ 147;950 $ 96,350 °$ 87,330
�Total:``Town;Cle,rk Costs $ • 3,34,937 284,4 65 , $ 275,445 "$ (9,020)]
Town Clerk Personnel Listing
FY13 FY14
STAFF STAFF 'VARIANCE
Department Title POS. POS. ++)
Town Clerk Town Clerk 1 1 0
Assistant Town Clerk 1 1 0
Department Assitant 2 2 0
Total 4 4 0
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C O NSE R VA T IO N D E PA R T ME N T
MISSION STATEMENT
The Conservation Department and Conservation Commission are charged with implementing the
Massachusetts Wetlands Protection Act, a law that requires landowners and project proponents
to file with the Commission whenever their activities occur in or in close proximity to rivers,
streams, lakes,ponds, wetlands, floodplains and riparian areas. In addition,the Conservation
Department and Commission administer the North Andover Wetlands Protection Bylaw, acquire
municipal land, manage conservation land, launch environmental education programs and
provide leadership and advice on the protection of natural resources in the community.
SIGNIFICANT CHANGES
For several years,the Conservation Department operated without a Field Inspector. Since 2009,
the department has been thankful to have Heidi Gaffney filling this role.. Local bylaw filing fees
fund the full-time salary for;this position. In approximately 2005, the filing fee fund also began
providing%2 of the salary of the Conservation Administrative Assistant. The account is currently
struggling to fund both the full-time and half-time salaries. The department hopes the
administrative assistant position can remain full time and can be gradually funded by the town
budget going forward.
PRIOR YEAR ACCOMPLISHMENTS
• Bylaw regulation draft changes for stormwater and delineation fees
• Processed 36 Notices of Intent, 23 Requests for Determinations, 15 Small Projects and 3
Abbreviated Notices of Resource Area Delineation(77 Total Permits). In addition,
numerous Modifications, Extension Permits and Certificates of Compliances were
reviewed and issued by the department.
• Significant Projects included: Drainage improvements at Royal Crest and Wheelabrator,
commencement of construction of the Volpe Center at Merrimack College and affordable
housing at Merrimack Condominiums, ongoing work at GLSD on a new force main, new
single family homes on Great Pond Road and Stevens Street,new condominiums on
Main Street and Saunders Street, new natural gas lines on Turnpike, Stevens, Pleasant
and Osgood Streets.
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• Open Space Efforts: A parking lot design and approval for Windrush Farm; new baseline
and monitoring reports for Osgood Hill, Town Farm, and the Peach Tree Open Space
(completed by intern Corey Lynch); draft Forest Management Plan for Osgood Hill; trail
work at Mazurenko Farm (FONAT and Intern Corey Lynch); GPS trail mapping(Corey
Lynch);trail clearing at Boston Hill Conservation Restriction(Brightview North
Andover,NEMBA, and TTOR); new Molly Town Connector Trail (also on Harold
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Parker land by Eagle le Scout Jason Galvin and new boardwalk at Weir Hill b Eagle
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Scout John Busanovich;trail maintenance by Friends of North Andover Trails (FONAT)
at Mazurenko Farm, James Swamp, Osgood Hill, Foster Farm and the Bay Circuit Trail.
• Ongoing installation and maintenance of Trail Kiosks (Molly Towne and Windrush
kiosks on hold for final construction). Additional kiosk requested at Osgood Hill.
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• CPA funding of Town Open Space Plan
FY14 GOALS
• Implementation of new Open Space Plan(Plan in progress)
• Implement Forest Management Plan for Osgood Hill. Apply for funding if necessary.
• Continued kiosk installation. Windrush Farm and Molly Town kiosks will be installed in
the late Spring/Summer of 2013.
• Parking lot construction at Windrush
• Finalize Bylaw Regulation revisions for Stormwater Management and update fee
schedule for Delineation review
• Continue public education for NPDES MS4 permitting requirements and tracking of
ongoing projects
• Develop Scavenger Hunt for Town Trails
• Forest Management Plan update for Windrush Farm(expires in 2013)
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Conservation Budget
.2 ;x
s t 2013 Dept Town Mgr � Dollar
Expense Line ltem;` BUDGET Reques"ted i2ecmm'd Variance
'Personnel
Salaries, Full-Time $ 56,865 $ 77,725 $ 85,725 8,000
Wages, Part-Time $ 17,955 $ - $ - -
Longevity $ 938 $ 731 $ 731 -
Salary Reserve $ 1,405 $ - $ - -
Total:;Personnel Costs'" . $ 77;163 $ 78,456 $ 86,456 $8,0001
Expenses
Repairs & Maintenance $ - $ - $ - -
Outside Professional Services $ - $ - $ - -
Advertising $ 200 $ 200 $ 200 -
Conferences and Meetings $ 1,600 $ 1,965 $ 1,965 -
Training & Education $ 1,380 $ 1,600 $ 1,600 -
Telephone $ - $ - $ - -
Postage Services $ 350 $ 350 $ 350 -
Storm Water Permitting $ 2,000 $ 2,000 $ 2,000 -
Office Supplies $ 220 $ 250 $ 250 -
Printing & Forms $ 400 ' $ 500 $ 500 -
Vehicle Fuel $ 650 $ 750 $ 750 -
Uniforms & Clothing $ 375 $. 400 $ 400 -
Publications & Maps $ 150 $ 150 $ 150 -
Auto Mileage $ 750 $ 650 $ 650 -
Dues/Memberships & Subscriptions $ 700 $ 700 $ 700 -
Other Charges & Expenses $ - $ - $ - -
Capital Outlay <$5,000 $ - $ - $ - -
Total,Expense Costs . .. - . 8,775« $ 9,515:` $ ; 9,515 .; $w
Total^;C6nservation Costs $ 85,938 $ 87,971 ; $ 95,971 $8;000,
Conservation Personnel Listing
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FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS. ++)
Conservation Conservation Administrator 1 1 0
Department Assistant 0.5 0.5 0
Total 1.5 1.5 0
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Community Development
MISSION STATEMENT
The Community Development Division's mission is to provide exceptional customer service,
uphold the public interest and advance the community vision through personalized services,
citizen involvement,planning for the future and a commitment towards sustainability.
SIGNIFICANT CHANGES
There have been no significant changes in Community Development in 2011 but some areas that
have seen more growth include servicing the affordable housing projects either through grants,
monitoring or the housing organizations in Town. Economic development has seen a shift in
redevelopment rather than new construction.
PRIOR YEAR ACCOMPLISHMENTS
1) GRANTS. Community Development administered and/or submitted several grants.
a. Working with the Department of Environmental Protection regarding a Drinking Water
Supply Protection Grant for$179,612 which matched Community Preservation funds for
the purchase of a 30-acre conservation restriction at Rolling Ridge, saving nearly 2,200-
feet of frontage along the Lake Cochichewick waterfront.
b. A MassWorks grant was submitted in cooperation with DPW for$8.2M for the Osgood
Corridor sewer infrastructure but was not successful in obtaining funds.
c. A Clean Energy Choice (CEC) grant was obtained in a previous year but the project was
finalized in 2011 after reviewing several alternative projects.
d. Stevens Corner, an affordable housing project, secured nearly$1.5M in funds via CPA,
North Andover's commitment of North Shore HOME Consortium funds as well as
HOME's competitive funding grant. The project received their occupancy permit in
2011.
2) FMPC. Community Development managed the process in which the Facilities Master Plan
was developed. The Facilities Master Plan Committee worked with The Cecil Group on
establishing the plan that outlined a path to coordinate the Town's space needs, existing
buildings and future growth.
3) ECONOMIC DEVELOPMENT. North Andover saw some expansion activity in the past
year. The following businesses either expanded their facility or moved their business to
North Andover:
Jessica's Brickoven,producers of fresh bread and baked goods
Panel Claw, a producer of solar array fasteners
Ophir Optics, world leader in manufacturing infrared optical elements
Mentor Network, a national network and health and human service providers
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Working with the Economic Development Council and the Merchants Association the Town
held its first"Restaurant Week". This event helped showcase the variety of restaurants that
provide North Andover residents a selection of culinary cuisines.
4) HOUSING. The Community Development Division is responsible for maintaining and
supporting programs and funding activities focused on affordable housing. The Town is a
member of the North Shore HOME Consortium and receives funding annually to support
affordable housing initiatives.
Community Development also assists the North Andover Housing Trust,which has nearly
$1.1 million available to support affordable housing projects in North Andover.
5) REGIONAL. Community Development has been selected to serve on several regional
boards including the Metropolitan Planning Organization(MPO)where North Andover
represents Region 4 (NA, Andover and Methuen). Our office also serves as the Town
Manager's representative to the MVRTA Advisory Board.
Lastly, we assist the regional planning agency, Merrimack Valley Planning Commission, on
a variety of projects and plans.
6) MANAGEMENT. Community Development serves as the division manager for Building,
Planning, Conservation, Health and Zoning. There are a total of 15 FTE, two PTE, four
senior volunteers,three interns, four special employees and approximately six different
consultants serving the division.
FY14 GOALS
• Promote economic viability by supporting and assisting new business start-up, create a
business retention and expansion program, seek plans and programs for better recruitment
of new enterprises to North Andover throughout the year.
• Incorporate the recommendations from the Center for Economic Development as it
relates to the economic vitality of the Osgood corridor.
• Seeks ways to encourage a diversity of retail and commercial development within North
Andover's business districts.
• Advance the diversity of housing throughout the community by facilitating the permitting
process for development projects throughout 2013-14.
• Promote additional regional collaboration among departments and regional organizations
throughout the fiscal year.
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• Manage staff to ensure the residents and businesses of North Andover receive quality,
timely and effective customer service.
Community Development Budget
° r r 2014 2014
f � 2013 ` Dept:= ° Town Mgr j Dollar ri
� � Experse Line Item ` $ BjU;DGET :Requested tRecmm,'d . .;; Variance a
P�rsori`nel y :"I
Salaries, Full-Time $ 138,521 $ 141,984 $ 141,984 $ -
Longevity $ 1,550 $ 1,550 $ 1,550 $ -
Salary Reserve $ 3,463 $ $ - $ -
Total „P:ersonnel"Co`sts " $ 143,534 ..$" 143,534±" $. , 143,534. "$;., -
Ezperis,e's " ,,"
Utilities $ 22,400 $ 22,400 $ 22,400 $ -
Repairs & Maintenance $ 1,500 $ 1,500 $ 1,500 $ -
Equipment Rental/Lease $ 8,275 $ 7,275 $ 7,275 $ -
Outside Professional Services $ 32,500 $ 32,500 $ 32,500 $ -
Advertising $ 1,000 $ 1,000 $ 1,000 $ -
Conferences and Meetings $ 1,750 $ 2,150 $ 2,150 $ -
Training & Education $ 1,000 $ 500 $ 500 $ -
Telephone $ 840 $ 840 $ 840 $ -
Postage Services $ 750 $ 750 $ 750 $ -
Office Supplies $ 5,000 $ 5,500 $ 5,500 $ -
Printing & Forms $ 200 $ 200 $ 200 $ -
Auto Mileage $ 1,200 $ 1,200 $ 1,200 $ -
Dues/Memberships & Subscriptions $ 1,250 $ 1,250 $ 1,250 $ -
Other Charges & Expenses $ 1,000 $ 2,000 $ 2,000 $ -
Lease of Offices/Buildings
Total 'Expense 786.65,"„� 79,065"
Total ,Communify Develop. Costs " " $ 222,199 '$ 222,599.' $
Community Development Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
Community Development Director 1 1 0
iAdminisrative Assistant 1 1 0
Total 2 2 0
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PLANNING DEPT
MISSION STATEMENT
The Planning Department of the Community Development Division advises the Town of North Andover,
including the Board of Selectmen, the Town Manager, and all appointed Boards and Commissions,
residents, the business community and the general public on current land use and development issues.
The Planning Department also maintains the Zoning Bylaw and maps that provide the policy and
regulatory basis for land use and development as mandated by State and local laws.
The Planning Department is committed to providing the community with high-quality, proactive services
and programs to enhance the quality of life of the Town's residents, businesses and visitors, and to
promote a well-designed, physically integrated, livable and prosperous community. The Department
oversees all applications for Subdivisions, as well as Special Pen-nits as required by the Zoning Bylaw.
SIGNIFICANT CHANGES
There were more changes in the composition of the Planning Board,with the addition of a new member,
Lora McSherry. The Board is now fully staffed with five full-tune members and one associate member.
In addition to the Town Planner,the Planning staff includes an administrative assistant,Jean Enright.
This past year,the Department staff also included a student intern,Dave Strohschein. Dave is currently
working on a Master's Degree from Salem University in the GIS Department. Dave will be producing
GIS maps for the Department, as required, including maps for the Walk/Bike Committee, for new zoning
articles and for various other Planning Department projects, such as the update to the Open Space Plan.
PRIOR YEAR ACCOMPLISHMENTS
To date, for FY 2013,the Planning Board issued the following decisions:
• Wireless Special Permits 2
• Site Plan Review Special Permits 2
• Off Street Parking Special Permit 1
• Watershed Special Permit 3
• Preliminary Subdivision 1
• Subdivision 2
• Approval Not Required(ANR) 7
The Board will be holding public hearings for zoning changes for the Annual Town Meeting FY 13.
Currently,there is a proposal for a change to the agricultural uses in residential areas,to allow for the
keeping of chickens. There are also several street acceptances that may be part of the warrant, including
Redgate Lane,Woodlea Road and Walnut Ridge Road.
The town's Walk/Bike Committee has been meeting on a regular basis and has been making progress on
several short-term goals as well. The short-term goals that have been accomplished include:
• Installation of crosswalks at the intersection of Main St. and Chickering Road. These crosswalks
are in front of the Middle School and the Kittredge Elementary School.
• Upgrade of pedestrian crossing signals on Route 125 to include equipment for hearing impaired
individuals.
Long term projects include:
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• Review of the town's sidewalk inventory,with the goal of making recommendations as to where
sidewalks need to be installed,with emphasis on those streets near the town's schools and other
public facilities.
• Working with the Merrimack Valley Regional Planning Agency on the Regional
Pedestrian/Bicyclist Master Plan.
• Creation of a Multi-Use Path to provide a recreational facility for walker and bicyclists
throughout the town.
• Working with town Boards and Departments to suggest changes and modifications to policies and
to infrastructure that will support its goals.
The Planning Department participated in the NPDES task force. The town is required to file a pen-nit on a
yearly basis with MA DEP as part of a Federal NPDES (National Pollutant Discharge Elimination
System)program. Representatives from various town departments meet to coordinate the information
that is required by this permit program.
The Planning Department is working closely with the Conservation Department to update the Open Space
Plan. This effort is being supported by a grant from the town's CPA,which will be used to hire an
outside consultant to assist with formulating the plan. The goal is to submit the plan to the State for
approval by June 2013.
FY14 GOALS
The Planning Department goals for FY 14 include the following medium and long-term planning
projects:
•
Pedestrian/Bike Plan—The Town Planner will continue to work with the Walk/Bike Committee
to develop a"Pedestrian Infrastructure"that will support safe walking and biking within the town
of North Andover. This plan will become part of the town's"Complete Street Policy". This
Policy will focus on creating a network of streets that are safe and accessible for ell residents,
regardless of age,mobility, income or chosen mode of travel. The Policy can be achieved by
adoption within various town departments(DPW,Police, Community Development)and/or it can
be adopted by elected officials and by Town Meeting. A Complete Streets Policy supports the
town's FY 14 Budget Policy Statement,which has as one of its goals: "Neighborhood
Enhancement. Continually producing improvements in each and every neighborhood by
updating infrastructure..."
• Update Subdivision Regulations and Watershed Special Pen-nit to make all regulations consistent
with the new Stormwater Regulations required by the EPA and the town's NPDES (National
Pollutant Discharge and Elimination System)permit. To be completed by June 2014.
• Continue to work on the NPDES committee.
• Continue to produce GIS maps for the Walk/Bike Committee as well as for other Planning and
Community Development Departments
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Planning Budget
2014 20:14
2013 Dept Town Mgr ?ollar
Expense Lme Item ;BUD'GT Requested Recmm'd E Uar�ance
- — Personnel
Salaries, Full-Time j $ 97,605 $ 99,424 $ 99,424 ` $ -
Salaries-Part Time $ - $ - $ - $ -
Overtime $ - $ - $ - $ -
Longevity $ - $ 525 $ 525 $ -
Salary Reserve $ $ - $ -
<;Total Personnel Costs .x $' . 97,605 $; .. 99;94.9 $ : 99;949
Expenses
Outside Professional Services $ 4,015 $ 4,500 $ 4,500 $
Advertising $ 1,500 ! $ 2,000 $ 2,000 1. $
Conferences and Meetings $ 750 $ 750 $ 750 $ -
Training & Education $ 400 $ 400 $ 400 $ -
Telephone $ 780 $ 800 $ 800 $ -
Postage Services $ 750 $ 600 $ 600 $ -
Storm Water Permitting Mandate $ 1,000 $ 1,500 $ 1,500 $ -
Office Supplies $ 875 $ 875 $ 875 $ -
Printing & Forms $ 500 $ 500 $ 500 $ -
Uniforms & Clothing $ 125 $ 125 $ 125 $ -
Publications & Maps $ 820 $ 1,000 $ 1,000 $ -
Auto Mileage $ 450 $ 600 $ 600 $ -
Dues/Memberships &Subscriptions $ 635 $ 635 $ 635 $ -
Other Char 9 es & Ex enses $ - $ -
Total, Expense.'Costs';, $ . 12,600
Total .Planning 110,205; 114,234 $
Planning Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
Planning Town Planner 1 1 0
Department Assistant 1 1 0
Total 2 2 0
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BOARD OFAPPEALS
MISSION STATEMENT
The mission of the department of Board of Appeals is to provide exceptional customer service
and uphold the public interest, as well as manage the process in a timely and efficient manner.
SIGNIFICANT CHANGES
There have been no significant changes in the department for the past year.
PRIOR YEAR ACCOMPLISHMENTS
The department has tried to manage the application process with improved customer service and
communication with applicants, staff and board members.
FY14 GOALS
• The department will coordinate the permit process for the Riding Academy Preserve
comprehensive permit to ensure residents and staff are updated, informed, and provided
notice of the application procedures,hearings and general process.
• The department will continue to improve customer service throughout the fiscal year.
• The department will review existing policies and procedures and identify areas that need
to be improved or modified so that our goals of improving customer service are met to be
completed by May 2014.
• The department will monitor application process to ensure petitioners are meeting
specified deadlines in a timely manner throughout the fiscal year.
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Board of Appeals
t ya > r r 2014 t ;' 2014
2013 Dept Towri Mgr Dollars
`
Expense Line Item BUDGET; "Request Recmm'd Variance
Personnel
Wages $ 33,128 ! $ 35,100 $ 35,100 $ -
Longevity $ - $ - $ - $ _
Salary Reserve $ - $ - $ $ _ -
jTo`tal Personnel Costs $, 33;128 $ ,35;100, $' `:35,100; $ "
Ezpens'es
Outside Professional Services -
Advertising $ 150 $ 150 $ 150 $ -
Training & Education $ 200 $ 200 $ 200 $ -
Postage Services $ 1,000 $ 900 $ 900 $ -
Office Supplies $ 110 $ 100 $ 100 $ -
Printing & Forms $ - $ - $ - $ -
Uniforms & Clothing $ 125 $ 125 $ 125 $ -
Auto Mileage $ 50 ! $ 50 $ 50 $ -
Total ;Expense Costs $ 1;635
otaL;Board,of;Appeals,Costs $ . ..34,763 $„r 36;625. .$ , 36,625` $
Board of Appeals Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
Board of Appeals Department Assistant 1 1 0
Total 1 1 0
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POLICE DEPARTMENT
MISSION STATEMENT
The North Andover Police, in partnership with the community strives to protect life and property
under the law, with full respect for human dignity, and according to the highest standards of
professional skill, integrity, and accountability.
SIGNIFICANT CHANGES
A number of the staff of the police department is reaching retirement age. The retirements will
start with senior sergeants and patrol officers leaving and new reserves being hired to replace
them. The department graduated 3 recruits from the Lowell Police Academy in November,
2012, and expecting the put at least 3 more into the academy in June 2013.
We are actively hiring a new class of Reserve Police Officers to help fill some of the shifts that
will be vacant once the senior officers retire. These reserves will be training with our own
training division and given instruction from our in-house instructors on laws, defensive tactics,
policies and procedures and rules and regulations.
PRIOR YEAR ACCOMPLISHMENTS
• The North Andover Police Department has maintained accreditation with the
Massachusetts Police Accreditation Committee. Accreditation is important for a number
of reasons. It can be an important part of the economic development program for a
jurisdiction because employers seeking to relocate their business from one city to another
always consider the quality of government, liability insurance costs can be reduced,
community pride and confidence in the agency is stimulated,the comprehensive written
directive system provides greater accountability.
• National Night Out was the biggest and best event to date. The interaction between the
citizens,merchants and police continues to grow and expand with each year. We are
considering moving the event to the baseball fields next door to allow for an expected
increase in this year's attendance which was over five thousand.
• Active Shooter Training at NAHS has expanded to our elementary schools as a result of
Sandy Hook. Officers conducted and are continuing to conduct building familiarization
training in the elementary schools. This familiarization training lets the staff, at the
school,know the police are aware of the building and the surroundings, but also lets the
police know the staff is on the same page and will assist in any way if a critical incident
occurred. Meetings have been conducted with the Superintendent,principals and a large
meeting with teachers at the North Andover High School Auditorium. Police portable
radios are being placed in every school for direct contact with our officers and
Communication Center.
• The North Andover Community Room was once again utilized as a command post during
Hurricane Sandy in late October. The Community Room had North Andover CAM bring
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it
in a portable television studio and made broadcasts throughout the storm.
Representatives from National Grid, Emergency Management and Verizon were also on
staff throughout the storm with real time information that we made available to our
residents. The storms impact forced the postponement of Halloween to allow for cleanup
and power restoration.
• The command staff participated in numerous TRIAD meetings. These meetings were
both informative and allowed back and forth conversation with the senior population.
During the meetings, the police gave safety tips and provided information on current
trends and crimes in North Andover while allowing the seniors to ask questions and voice
their concerns about current issues in their lives.
I
• Additional Firearms Training was implemented with the assistance of the Andover Police
Department. Officers were given the opportunity to use their weapons at the Andover
Police Department's range and practice with their service weapon while on duty. This
proficiency training allows for a more confident and better trained officer on the street.
• In late December, the North Andover Police was certified by the Commonwealth of
Massachusetts Department of Public Safety, as an accredited agency,to utilize the taser
as a less lethal weapon. We are still exploring the implementation of the program. We
have two (2) instructors certified to instruct the staff.
• New laptop computers were purchased and are being installed into the mobile units.
These laptop computers replace a 10 year old system that allows for access,not only to
the Registry of Motor Vehicles, but also our own record management system so officers
can access reports and subject information while in the field.
• There are three Association of Public Safety Communications Officials International
(APCO) classes that are scheduled to be held during the month of February at the police
station. These classes, such as Crisis Negotiation for Tele-Communicators, Customer
Service and Stress in Emergency Communications. These courses are being advertised
nationally and will allow the department to receive a discount for our own
Communication Officers. Again, our Community Room will facilitate these fine courses.
• The police station parking lot was graded, additional drainage and repaved. The lot was
also painted and new curbing was installed. Then landscaping was completed with grass
and shrubs installed and an irrigation system. The parking lot lighting project is near
completion and that CIP will finally be "complete".
FY 14 GOALS
• This coming year will see numerous senior officers retire that hasn't ever been seen at the
North Andover Police Department in several decades. At least seven senior officers will
be leaving and the new reserves will be stepping into their shoes. The recruit academy is
a six month process and we will need to ensure adequate staffing for the safety of the
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public and our officers on the street. We plan on hiring another class of reserves over the
course of the year to fill in for those reserves that will be hired on a full time basis.
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• The training program has been evaluated since the inception of the in-house training and
it has been determined that it has been cost productive for the department. With this in
mind,more instructors will be trained in first responder, CPR, firearms and defensive
tactics. We will also seek to boost the training each officer receives. This is one of the
most important aspects in the department as a liability shield as well as producing and
maintaining professional police officers.
• The state has mandated forty hours of in-service training but unlike past years will not
provide any funds.
• National Night Out will highlight the month of August. We anticipate a large number of
residents and merchants to once again come to the Middle School for the festivities. We
have been in contact with a major sponsor who has inquired as to making more of a
presence this year.
• Integrated training with school staff is a major priority given the events that have
transpired over the last few months. Our training division and Criminal Investigations
School Safety Division will be working
with the administrative staff of the schools to integrate this training.
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Police Department Budget
i
2014 204 i
"
own:,,,
2013 Dept°`�
Mgr". 'pollar
LLs .Expense Lme ltem BUDGET 4 Request Rectum d Variance '_`
Salaries, Full-Time $ 2,888,680 $ 2,966,718 $ 2,966,718 $ -
Salaries, Dispatchers $ 389,029 $ 386,303 $ 351,303 $ (35,000)
School Crossing Guards $ 35,000 $ 38,896 $ 38,896 $ -
Reserve Police Officers $ 25,000 $ 25,000 $ 25,000 $ -
Salaries, Part-Time $ - $ 2,500 $ 2,500 $ -
K9 Care $ 5,217 $ 2,770 $ 2,770 $ -
Overtime $ 100,000 $ 97,459 $ 97,459 $ -
Dispatcher Overtime $ 60,000 $ 81,599 $ 61,599 $ (20,000)
NEMLEC Overtime $ - $ 3,000 $ 3,000 $ -
Longevity $ 7,500 $ 7,200 $ 7,200 $ -
Holiday Pay $ 62,420 $ 78,049 $ 78,049 $ -
Other Pay $ 28,900 $ 39,050' $ 39,050 $ -
Shift Differential, Dispatchers $ 17,308 $ 17,107 $ 17,107 $ -
Holiday Overtime $ 25,000 $ 30,685 $ 30,685 $ -
Personal Day Overtime $ 15,000 $ 19,147 $ 19,147 $ -
Vacation Leave Overtime $ 75,000 $ 96,783 $ 96,783 $ -
Sick Leave Overtime $ 25,000 $ 25,067 $ 25,067 $ -
Injury Pay Overtime $ 5,000 $ 40,449 $ 20,449 $ (20,000)
Training/Conference Overtime $ 30,000 $ 52,870 $ 52,870 $ -
Court Overtime $ 40,000 $ 40,000 $ 40,000 $ -
Announcement of Retirement $ 10,661 $ 181,274 $ - $ (181,274)
Total "Personnel Costs $ 3;844;715 $ ` 4,231,926 (256;274)`;
Electricity $ 75,000 $ 55,000 $ 55,000 $ -
Heating Fuel $ 27,000 $ 20,000 $ 20,000 $ -
Software $ 25,597 $ 37,682 $ 37,682
Computer upgrade&repair $ 14,272 $ - $ - $ -
Cruiser change over $ 9,960 $ 33,456 $ - $ (33,456)
Water $ 2,500 $ 5,791 $ 5,791 $ -
Repairs&Maintenance $ 22,000 $ 31,933 $ 31,933 $ -
Radio repair&maintenance $ 16,500 $ 18,353 $ 18,353 $ -
Vehicle Maintenance $ 3,000 $ 4,255 $ 4,255 $ -
Equipment Rental/Lease $ 13,480 $ 13,460 $ 13,460 $ -
Outside Professional Services $ 1,500 $ 15,930 $ 6,435 $ (9,495)
Advertising $ 500 $ 500 $ 500 $ -
Special Assessment(NEMLEC) $ 4,825 $ 4,825 $ 4,825 $ -
Training&Education $ 18,000 $ 48,136 $ 48,136 $ -
Telephone $ 35,063 $ 29,673 $ 29,673 $ -
Postage Services $ 2,400 $ 2,400 $ 2,400 $ -
K-9 Expenses $ 4,950 $ 2,400 $ 2,400 $ -
Office Supplies $ 12,000 $ 20,684 $ 12,684 $ (8,000)
Materials&Supplies $ 928 $ 950 $ 950 $ -
Printing&Forms $ 2,754 $ 2,809 $ 2,809 $ -
Vehicle Fuel $ 145,028 $ 136,262 $ 136,262 $ -
Guns&Ammo $ 11,754 $ 14,288 $ 14,288 $ -
Uniforms&Clothing $ 38,900 $ 55,908 $ 55,908 $ -
Dues/Memberships&Subscriptions $ 6,850 $ 8,985 $ 8,985 $ -
Other Charges&Expenses $ 11,010 $ 21,124 $ 11,124 $ (10,000)
Animal Control $ 3,900 $ 5,084 $ 5,084 $ -
Vehicles $ 49,046 $ 103,641 $ 92,751 $ (10,890)
Total Expense,Costs : $ 558,717 $ ;. 693529>-$` 621,688
Total Police Costs $ .' 4,403;432 "$ 4,925,455";$ 4,597,340; $" (328,115)!
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Police Personnel Listing
STAFF STAFF VARIANCE
Department Title POS. POS. +/(-)
Police Chief of Police 1 1 0
Lieutenant 2 2 0
Sergeants 8 8 0
Patrol Officers 29 29 0
Adminisrative Service Director 1 1 0
Community Service 1 1 0
Administrative Secretary 1 1 0
Department Assistant 1 1 0
Lead Dispatcher 1 1 0
Commmunity Officers 8 8 0
Total 53 53 0
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FIRE DEPARTMENT
MISSION STATEMENT
The North Andover Fire Department is an organization dedicated to the protection and
preservation of life and property, through aggressive fire suppression, fire prevention, emergency
medical services, public education, hazardous materials control and containment, the mitigation
of other disasters both natural and manmade, and assisting the public in all areas.
SIGNIFICANT CHANGES
During Fiscal Year 2013 we continued to upgrade and improve the equipment for the
firefighters. All harnesses for the air pacs were tested, significant in that this had not been done
for approximately eight years. Prior to this being done, I ascertained that the harnesses,unlike
the air bottles,have no expiration date. As for the air bottles, we took delivery of twelve new
units and will continue this policy for both Fiscal Year 2014 and Fiscal Year 2015.From an in
house standpoint,we have restored the Company Room to its original form which allows the
firefighters to hold classes and training sessions without having to utilize other Town buildings
for this purpose.
1
PRIOR YEAR ACCOMPLISHMENTS
During Fiscal Year 2013, we will have hired two additional firefighters as replaced individual
who have retired from the Department. We also will have seen the promotion of firefighter,
Graham Rowe,to Fire Lieutenant. From an equipment standpoint, we have started to replace the
air bottles for the firefighter pacs, a point which was mentioned in the Significant Changes
section of this document. I am confident that we will also see the donation of a"skid unit" which
will be installed in the bed of Car#3 which will become our forestry vehicle. This vehicle will
give us greater access to brush fires when they occur.
FY14 GOALS
• Continue to upgrade and improve the vehicles and the equipment worn by the
firefighters. Within the context of the budget for Fiscal Year we will purchase nine
(9)new sets of gear
• Explore the purchase of a program designed to track each individual's leave which,
it is hoped, will ultimately eliminate the recorded differences between the Fire
Department and the Accounting Department. This will be purchased and in place by
January of 2014 when the new leave amounts are available to the firefighters.
• Improvements will be made to Station#2 by installing new windows, a more
energy efficient heating unit and upgrades to the living quarters. Regarding the new
windows for Station#2, timeframe for accomplishing this goal is more difficult.
We are working with the Building and Facilities Director to secure funding for
same to define
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• Continue to follow up on the proposed land swap with the City of Lawrence
regarding the property at the Airport. This is perhaps the most important of the
goals for the coming Fiscal Year. Finalizing this land swap will allow the Town to
go forward with the Facilities Master Plan, which calls for a new Fire Headquarters
within the next three (3)years. . It is anticipated that the architects fees for this new
facility will be secured at the May/2013 Town Meeting. Currently the paperwork
to accomplish this swap is in the hands of the Town Attorney and the City of
Lawrence Solicitor. Both sides have to provide additional information in the
process. I am working with the Assistant Town Manager to secure the material that
we need.
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Fire Department Budget
2013 De t Towa Mgr Dollar 1
i nce`'
Ex ense Lme Item BUDGET, Requested Recmmud Va r a
P
- -
_ ,'. ; Personnel '
Salaries, Full-Time $ 3,121,455 $ 3,131,505 $ 3,131,505 : $ -
Overtime $ 69,620 $ 70,293 $ 70,293 $ -
Longevity $ 2,250 $ 2,250 $ 2,250 $ -
Holiday Pay $ 262,215 $ 264,293 $ 264,293 $ -
Academic Pay $ 24,750 $ 36,500 $ 36,500 $ -
Other Pay $ 14,000 $ 16,000 $ 16,000 $ -
Personal Day Overtime $ 76,840 $ 90,823 $ 90,823 $ -
Vacation Leave Overtime $ 240,518 $ 297,239 $ 297,239 $ -
Sick Leave Overtime $ 74,391 $ 99,080 $ 99,080 $ -
Injury Leave Overtime $ 33,420 $ 29,000 $ 29,000 $ -
EMT Pay $ 137,894 $ 139,482 $ 139,482 $ -
Announcement of Retirement $ - $ 10,000 $ - $ (10,000)
Total: Personnel,Costs $ : 4;057;352 $ 4,186,465 $ 4,176,465 $ . (10,000);
_
Electricity $ 17,000 $ 15,000 $ 15,000 $ -
Heating Fuel $ 12,000 $ 12,000 $ 12,000 $ -
Water $ 3,200 $ 3,200 $ 3,200 $ -
Repairs & Maintenance $ 27,500 $ 32,000 $ 32,000 $ -
Radio &Transmitter $ 5,000 $ 5,000 $ 5,000 $ -
Vehicle Maintenance $ 50,000 $ 50,000 $ 50,000 $ -
Equipment Rental/Leases $ 2,500 $ 2,500 $ 2,500 $
Data Processing $ 6,000 $ 6,000 $ 6,000 $ -
Medical/Physical Services $ 4,000 $ 4,000 $ 4,000 $ -
Contract Services $ 90,000 $ 90,000 $ 90,000 $ -
Software Licenses $ - $ - $ - $ -
Training & Education $ 8,500 $ 10,000 $ 10,000 $ -
Ambulance Training/Education $ 7,500 $ 14,000 $ 14,000 $ -
Telephone $ 12,000 $ 12,000 $ 12,000 $ -
Postage $ 600 $ 600 $ 600 $ -
Office Supplies $ 2,500 $ 2,700 $ 2,700 $ -
Printing & Forms $ 1,000 $ 1,000 $ 1,000 $ -
Vehicle Supplies $ 1,500 $ 1,500 $ 1,500 $ -
Ambulance $ 31,000 $ 32,000 $ 32,000 $ -
Vehicle Fuel $ 42,000 $ 39,000 $ 39,000 $ -
Protective Equipment $ 20,000 $ 32,000 $ 32,000 $ -
Uniforms& Clothing $ 25,000 $ 43,200 $ 43,200 $ -
Auto Mileage $ - $ $ $ -
Dues/Memberships& Subscription $ 3,500 $ 3,500 $ 3,500 $ -
Other Charges&Services $ 5,000 $ 5,100 $ 5,100 $ -
Fire Alarm $ 14,500 $ 17,500 $ 17,500 $
Capital Outlay $ 10,000 $ 10,000 $ 10,000 $ -
Furniture $ 6,500 $ 2,000 $ 2,000 $ -
08 0
Total: Expense.Costs 4 ,4300 $ - 445,800
445,80 $
;Total Fire Department Costs $ 4,465,652,: $` ' ,:4,632'265 , $. 4,622,266 $ . (1,0,000)
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Fire Department Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
Fire Fire Chief 1 1 0
Firefighters 44 44 0
Lieutenant 9 9 0
Administrative Secretary 1 1 0
Total 55 55 0
III
PUBLIC SAFETY SALARY RESERVE
3 2014 2014
` ;2013 Dept TownMgr Dollar
Ex a"nse i "
L ne Item BUDGE
p T Requested, Re`cmm d"; Variance
- I
Personnel ,
Salary Reserve �� $209,471 $0 $203,274 $ 199,019
Total Personnei'?Costs $199;019
Expenses"
Total Expense Costs $0 $0'°` $0 $Oj
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1",otal Public,Safety Salary Reserve $20%471 $0 $203;274 $1,9,9,019
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B UILDING INSPECTION
MISSION STAEMENT
The building department is dedicated exceptional customer service by assisting contractors and
residents involved in a construction process to protect their health, safety, and welfare by
reducing potential hazards of unsafe construction. We do this by providing the means to review,
approve, and inspect construction to ensure that CMR state building code standards for materials
and methods are used.
SIGNIFICANT CHANGES
Recruited new building department assistant as well as a new gas &plumbing inspector. The
building department also added a reserve gas &plumbing inspector to meet the demand of
inspections on an as needed basis.
PRIOR YEAR ACCOMPLISHMENTS
• Surpassed FY12 permits issued by Building,Electrical, Plumbing and Gas.
• Conducted inspections of previously uninspected and new facilities to ensure the safety
of our citizens.
• Continuing education is required of contractors by building inspectors by making sure
contractors are aware of changes in International Building Codes, as stated in the 2009
IRC and 2009 IBC codes.
• Continue to enforce the Town of North Andover zoning bylaw.
• Continue enforcement of 521 CMR, Architectural Access Code,to satisfy handicap
accessibility.
• Educate and enforce the guidelines as stated in the International Energy Conservation
Code.
FY14 GOALS
• Continually address the demand on inspectional services by preparing to meet the
demand as large scale projects come online and need to be reviewed and inspected.
• Address the growing demands regarding the zoning bylaw inquiries.
• Review electronic formatting for building procedures and permit process.
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Building Inspection Budget
2Q14 2014:
2,013 pept Town�Illgr Dollar
Expense Line Item BtJbGET Requested' Recm'm d Variance .
Personnel
Salaries, Full-Time $ 161,064 $ 165,379 $ 165,379 $ -
Wages, Part-Time $ 57,153 $ 58,498 $ 58,498 $ -
Longevity $ 2,295 $ 2,295 $ 2,295 $ -
Salary Reserve $ 4,526 $ -
Total Pers;ohn6l Costs` ' $ 225;038 ; $ 226,172
Expenses
Outside Professional Services $ 13,000 $ 20,000 $ 20,000 $ -
Conferences In State $ 1,500 $ 1,500 $ 1,500 $ -
Training & Education $ 1,000 $ 1,000 $ 1,000 $ -
Telephone $ 2,320 $ 2,320 $ 2,320 $ -
Postage Services $ 200 $ 200 $ 200 $ -
Office Supplies $ - $ - $ - $ -
Printing & Forms $ 1,450 $ 1,450 $ 1,450 $ -
Vehicle Fuel $ 2,750 $ 2,750 $ 2,750 $ -
Uniforms & Clothing $ 125 $ 125 $ 125 $ -
Auto Mileage $ 4,715 $ 4,715 $ 4,715 $ -
Dues/ Memberships & Subscriptions $ 800 $ 800 $ 800 $ -
Other Charges & Expenses $ - $ - $ - $ -
Vehicle $ - $ 24,000 $ 24,000 $ -
Total `Expense Costs $, 27;860 $ 58,860
Total .Building Code Costs $.,,? : 252;8;98 $? , 285;032 $ 2,85;032,,. $
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Building Inspection Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
Building Inspection Inspector of Building 1 1 0
Building Inspector 1 1 0
ElectricalInsepector 0.8 0.8 0
Plumbing/Gas Inspector 0.5 0.5 0
Department Assistant 1 1 0
Total 4.3 4.3 0
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EMERGEMCYMANAGMENT
MISSION STATEMENT
North Andover Emergency Management Agency's primary responsibility is to ensure the town's
resilience to disasters. Our volunteer staffs of operations officers, communications officers and
auxiliary officers are committed to an all hazards approach to emergency management. We are
partnered with federal, state and local government agencies. We aid and guide our community to
rapidly recover from large and small disasters by responding to, assessing and mitigating
hazards, enhancing preparedness, ensuring effective response, and building the capacity to
recover.
SIGNIFICANT CHANGES
Received regional equipment grant(FYI 3)that will require additional purchases to complete the
functionality of the equipment.
Additional mechanical/electrical issues with our mobile EOC/response vehicle
The resignation(Moved out of state) of our Operations Division Medical Officer.
PRIOR YEAR ACCOMPLISHMENTS
• Licensing our operation's division communication radios through the FCC and a
regional frequency coordinator.
• Addressing mechanical and electrical issues with our mobile EOC/response vehicle.
• Receiving public safety UHF radios to allow Emergency Management to communicate
with North Andover Police, Fire and other UHF banded public safety entities.
• The purchase of radio programming software and hardware to program UHF radios.
FY14 GOALS
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• To continue to complete the clothing outfits of our operations division personnel. Prior,
years funding had to be transferred to our vehicle maintenance account.
• To purchase communications accessories (microphones, charging stations,programming
cables etc. for programming the UHF public safety radios.
• In-house programming of public safety radios to achieve NIMS compliance.
• To address additional mechanical issues with our mobile EOC/response vehicle.
• To replace our Operations Division Medical Officer. Working to fill this position on a
volunteer basis as quickly as possible by using the State medical licensure database.
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Emergency Management Budget
2014 2014
t J J l,' ( A ✓ f is i
2013 Dept `� Town Mgr Dollar
Expense Lme.�ltem BUDGET Requested Recmm'd` Variance
Personnel,
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Wages Part-Time Director $ 5,331 $ 5,464 $ 5,464 $ -
Salary Reserve $ 133 $ $ $ -
Total Personnel Costs ;,,$; 5;464 .$ 5;464 $ 5;464,. $
Expenses;
Radio & Transmitter $ 2,000 $ 2,000 $ 2,000 $ -
Vehicle Maintenance $ 2,400 $ 2,526 $ 2,526 $ -
Training & Education $ 176 $ 50 $ 50 $ -
Telephone $ 5,500 $ 5,500 $ 5,500 $ -
Postage Services $ 150 $ 150 $ 150 $ -
Office Supplies $ 200 $ 200 $ 200 $ -
Uniforms & Clothing $ 3,600 $ 17,540 $ 13,600 $ (3,940)'
Other Charges& Expenses $ 1,985 $ 1,985 $ 1,985 $ -
Tofal. ExpenseCosts" $, 16;011 A$ „ 29;951
,
Total Emergency Management
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DIVISION OF PUBLIC WORDS
MISSION STATEMENT
The Department of Public Works (DPW)mission is to provide professional
quality maintenance, repair and construction services while operating one
hundred and fifty (150) miles of streets, approximately one hundred and
seventy five (175) acres of parks, playgrounds, school grounds, the Town
beach,the Town Common, and all public shade trees, one hundred and fifty
(15 0)miles of water mains, eighty four(84)miles of sewer mains,twenty one
(21) sewer lift stations, four high lift water booster stations, and maintains and
fuels a fleet of over one hundred(100) vehicles. Further,the Department'
mission is also to provide high quality water by maintaining the Town's water
supply, Lake Cochichewick and operating the drinking water treatment plant,
which delivers an average daily consumption of three (3) million gallons and a
yearly total of over a billion gallons. Providing uninterrupted solid waste and
recycling removal is also a mission of the Department through a private hauler.
Additionally,the DPW is provides rapid response to all snow, ice and other
inclement weather emergencies and conditions. The DPW enforces water,
sewer and drainage by-laws, grants petitions of location for utilities, and
maintains engineering records and GIS data. The Departments budget is
divided between Public Works (Administration, engineering, streets&
sidewalks, vehicle maintenance, solid waste &recycling, and building &
grounds) and the water and sewer enterprise fund budget.
FY 13 Significant Changes
After the major changes last year with the replacing of key personnel,this year
we have had to replace three positions that were vacant in the DPW labor
union along with upgrading the Water Analyst position to Lab Director.
Another significant change is the addition of a new Facilities Department.
The DPW Director and staff have been working with the new Director of that
department to distribute responsibilities. So far this has gone successfully.
FY13 Accomplishments
Public Works &Engineering
Public Works has completed over$1M of roadway improvements and$60K of
sidewalk improvements to existing sidewalks.
We have signed an agreement to share public works services with the Town of
Andover DPW at agreed upon hourly rates. This will include street sweeping,pot
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hole repair, sharing the Town's flush truck, and catch basin cleaning. The intent is
for both Towns to be able to provide services in times of high demand and not
need to have additional equipment that may be idle for long periods.
Approximately 60 new trees were planted in the Common and at other parks
around Town. The new trees in the Common were part of an improvement
program led by the Assistant Town Manager and coordinated with interested
residents. The improvements included along with the trees new benches and
trash/recycling receptacles.
The Engineering Department continued to assist in the GIS effort and has assisted
in getting GIS out on the web for use by citizens as well as other depts. The
department has completed an extensive review of the current street addressing
system currently used to identify over 10,000 parcels in town. Over 500 of these
had"zero" as a street address. When adopted, every physical location in town will
have a unique street address; this effort includes locations that do not have
frontage on streets or ways (back lots). This will create the GIS basis for efforts
such as police & fire dispatch as well as permit tracking and work order locations.
The Engineering Department has been the lead on keeping in compliance with
EPA Storm Water permits. A Town wide multi-discipline committee has been
formed to keep the compliance process on track.
FY 14 Goals
Public Works& Engineering
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e In FY 14 we hope to complete paving on at least 10 roadways
assuming Town meeting approves our request for funding local roads
and the state has maintained the Chapter 90 funding for FY 14.
• The department will continue to work with the public works
department in Andover to share equipment and services. In addition,
we plan to work with Andover on seeking opportunities for grant
funding. One such opportunity is for a shared paving machine and a
alternative fueling systems for vehicles.
e We hope to begin needed improvements on High and Water Streets
adjacent to the mill facilities. This will include improved street
lighting,intersection improvements, and paving.
• We plan on outsourcing grass cutting at some of the larger properties
such as the Town Athletic Fields,the Middle School, and High School.
We also plan on developing a scope and seeking companies to
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maintain the athletic fields that will include stripping for various
athletic events and maintenance of the playing fields and turf.
• Successful integration of the major staff changes will continue
including the adding of the positions that have not been filled
• We expect to continue the accomplishments with the GIS development. A major
effort will be the scanning and incorporation of our paper plans to GIS. We also
anticipate developing the GIS mobile capabilities so that we can respond quickly
to issues in the field.
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Public Works a Administration Budget
X2014 2014;
20'13; Dept Town Mgr Dollar
p, . .., , , ,., :` ��
Ex ense Line'Item BUDGET Re uested Recmm'd , Variance::( I
Personnel
Salaries, Full-Time 377,342 387,031 387,031 $ -
Wages, Part-Time - - - $ -
Longevity 2,650 2,650 2,650 $ -
Salary Reserve 7,545 - - $ -
Total . Per`sonnel Costs 89
$387,537.,' = $3 ,681' $389,681 $0
Expenses
Equipment Rental/Lease 5,208 6,857 6,857 $ -
Contracted Services 2,636 2,328 2,328 $ -
Training & Education 758 550 550 $ -
Telephone 7,888 5,795 5,795 $ -
Postage 593 343 j 343 $ -
Office Supplies 1,700 1,700 1,700 $ -
Printing & Forms 257 257 257 $ -
Uniforms & Clothing 800 800 ; 800 $ -
Auto Mileage 420 420 420 $ -
Dues and Subscriptions 100 . 100 100 $ -
Other Charges & Expense - 250 250 $ -
Total, Expense Costs $20,360
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;Total /�,dmn &Engineenn`g Costs $4Q7,897 $409,081 $,409,081 $0,
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DPW Administration Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
Adminstration Director 1 1 0
Adminstration Secretary 1 1 0
Assistant Operations Manager 0.5 0.5 0
Department Assistant 1 1 0
GIS Analyst 1 1 0
Operations Manager 0.5 0.5 0
Town Engineer 1 1 0
Total 6 6 0
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Public Works - Streets & Sidewalks Budget
7 ? , `-2014 2014
� � � ,��, � 2013 Dept Town'Mgr Daoilar
j .' Expense Line Item; BUDGET„' !Requested ' Recmm'd Uanance
Personnel
Salaries, Full-Time 364,354 376,153 376,153 -
Overtime 22,000 22,000 22,000 -
Summer Help Salaries - - - -
Longevity - - - -
Total: Personnel Costs $386,354 $3981153 $398,153
Expenses,
Street Lighting 210,000 246,700 246,700 -
Engineering Services 10,900 10,900 10,900 -
Repairs & Maintenance 27,500 27,500 27,500 -
Equipment Rental/Lease 1,500 1,500 1,500 -
Advertising 1,500 1,500 1,500 -
Contracted Services 43,000 43,000 43,000 -
Training & Education 500 500 500 -
Storm Water Permitting Mandate 31,000 36,000 36,000 -
Outside Detail 6,500 6,500 6,500 -
Materials &Supplies 5,000 5,000 5,000 -
Gravel & Sand 1,500 1,500 1,500 -
Regulatory Street Signs 4,000 4,000 4,000 -
Road Oil & Bituminous 21,000 21,000 21,000 -
Uniforms & Clothing 6,000 6,000 6,000 -
Dues/Memberships & Subscriptions 250 250 250 -
Other Charges & Expenses 200 200 200
Capital Outlay 25,100 40,000 40,000 -
Total Ezpense,Costs . 395,450 : 452;050 452;050 .
T,otal:,;Street Maintenance;Costs $781,804 $850,203 $8,50,203 $01
Public Works Streets& Sidewalks Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
'Streets and Sidewalks SMEO 3 3.75 0.75
HIVIEO 3.5 4 0.5
Laborer/MEO 0.5 0.25 -0.25
Senior Work Foreman 0.75 0.75 0
Senior Foreman 1 0.25 -0.75
Total 8.75 9 0.25
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Public Works Refuse & Recycling Budget
A
„ Expense Llnexltem- ACTUAL ?` „ ..Requested Recmm'd �/ariance
Persorlriel _
Salaries, Full-Time 62,488 64,024 64,024
Overtime 4,000 5,000 ! 5,000 -
Longevity - - - -
Total Persorinel,Costs $66,488 r: $69,024 $69,024': $0`,
. Expenses �I
Advertising 13,200 13,200 13,200 -
Contracted Services 570,000 585,000 585,000 -
Hazardous Waste Day 10,000 10,000 10,000 -
Outside Detail 650 650 650 -
Materials & Supplies 500 ! 500 500 -
Dumping Fees 606,000 615,000 615,000 -
Uniforms & Clothing 1,800 1,800 1,800 -
Total Experise,Costs $1,202,150 $1,226,' 50
Total: Refuse Collection Costs -$1;268,638 $1;295,174 t ;$1,295,174 $0
Public Works Refuse & Recycling Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
Refuse and Recycling Sr Work Foreman 0.25 0.25 0
Senoir Foreman 0 0 0
SMEO 0.25 0.25 0
HME0 1 1 0
Total 1.5 1.5 0
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Public Works Vehicle Maintenance Budget j
2014 � 2014 I I
} 2013 Dept Town Mgr Dollar,
Expense Lme Item BUDGET Requested Recmm'd Variance ,
Personnel
Salaries, Full-Time 88,680 88,678 88,678 -
Overtime 2,000 2,000 2,000 -
Longevity - - -
Total Personnel Costs ' $90,680 $90;678' $90,678:, $0 {
.:Expenses �I
Repairs & Maintenance 18,500 - - -
Vehicle Assembly 21,536 - - -
Vehicle Maintenance 32,100 92,300 92,300 -
Contracted Services 17,805 500 500 -
Vehicle Supplies 32,395 46,200 46,200 -
Vehicle Fuel 45,000 45,000 45,000 -
Tools & Expendables 2,500 - -
Uniforms & Clothing 1,200 1,200 1,200 -
Dues/Memberships& Subscriptions 500 500 500 -
Vehicle - - -
` Total 'Expen'se Costs $171,536 $185;700 $185,700 , $0 u
Total:'Fleet Maint: Costs $262,216 $276,378 $276,378 : $0
Public Works Vehicle Maintenance Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
Vehicle Maintenance Working Foreman 1 1 0
Mechanic 1 1 0
Total 2 2 0
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Public Works Structures & Grounds Budget
` 2014 P 2014
x 2013 , s Dept , ' Towti Mgr t � ' :Dollar:
„ Expense Line Item BUD'GET ' Requested recrnm'd Uanan`ce ',
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Personnel
Salaries, Full-Time 203,915 187,628 187,628 -
Overtime 8,000 8,000 8,000 -
Summer Help Salaries - - - -
Longevity 525 525 525
"T tae` Pe°rsonrael Coss $212,440 ,« ��� . :$196,1.53 - X196;153 :.$0
Electricity 99,000 99,000 99,000 -
Heating Fuel 59,588 73,750 73,750 -
Water/Sewerage 6,100 4,200 4,200 -
Repairs & Maintenance 13,000 13,000 13,000 -
Outside Professional Services 89,740 90,000 90,000 -
Telephone 700 700 -
Office Supplies - - -
Materials & Supplies 17,271 17,271 17,271 ! -
Building Repairs & Maintenance 21,000 10,029 10,029 -
Uniforms & Clothing 3,250 3,250 3,250 -
Capital Outlay - - -
Total.;Expense Costs $308;949 $311;200 $311200 $0
�TOta Structures`&.Grounds.;Costs :, $521;389' $507;353 <`;
Public Works Structures & Grounds Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
Structures&Grounds Custodian 1 1 0
HMEO 1.75 1.5 -0.25
SMEO 0 0.75 0.75
Laborer/MEO 1 0.25 -0.75
Senior Foreman 0.25 0.25 0
Worldng Foreman 1 1 0
Total 5 4.75 -0.25
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Public Works - Snow and Ice Removal
2014 2074 ,
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2p�3 Dept Town Mgrxpllar
r expense Line Item';° BUDGET:, .Requested Recm.m'd Variance
Personnel ?%
Overtime 95,000 95,000 95,000 -
- 3
'total Personnel Costs $95;000 $95,00`0 $95,000 $0
Expenses
Repaires & Maintenance 40,000 40,000 40,000 -
Equipment Rental/Lease 345,172 345,172 345,172 -
Vehicle Fuel 67,444 67,444 67,444 , -
Gravel& Sand 15,000 15,000 15,000 -
Salt 182,510 182,510 182,510 -
Other Charges & Expenses 7,322 7,322 7,322 -
T.otal ,Expense Costs $657,448 $657;448"` $657,448. $0
Total Snow Removal Costs $752;448 $752,448" $752,448 $0
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HEALTHDEPARTMENT
MISSION STATEMENT
The Mission of the Health Department is to protect the public health by maintaining a
comprehensive program of environmental health services, which includes; field inspections,
compliance and enforcement activities, monitoring of environmental hazards, societal health
related issues and consultation and guidance to citizens and governmental agencies. The staff
assists the Board of Health(BOH) in shaping policies by implementing programs and developing
regulations that the members deem significant to providing a healthy environment for the
citizens and workers within the Town of North Andover.
SIGNIFICANT CHANGES
Public health needs of the Town in FYI 3.
• Regionally and nationally it was a dramatic mosquito virus season, but there were no
mosquito pools found positive for the West Nile Virus in our community. Due to the
nationwide concerns over the high number of deaths and infections, the BOH determined
a pesticide application to the town and school fields was appropriate. The staff was
responsible for oversight of the seasonal monitoring and the spray project.
• The closing of Steven's Pond swimming area due to the presence of Cyanobacteria and
concern for illness to swimmers was very important to the citizens. This was the first time
the pond has been closed for an extensive period in decades. The Health Department
managed the logistics and coordination of weekly water quality monitoring and dialogue,
with the MADPH. This state monitoring was at no cost to the town.
• The Town continues to see growth in restaurants. The Health Department processed new
applications for Hokkaido Japanese Restaurant, Brightview Retirement Home, Zinga
Frozen Yogurt, Pazzo Gelato. Also for renovations or new owners of House Pizza,
Burger King, Starbucks, Pit Stop Eats at Raceway Gas, House Pizza, China Wok.
• A growth of applications and inquiries for upscale Food Trucks was observed. Staff is
working with Com. Dev. Director on a town regulatory response to this growing industry.
• A continued focus in service needs for direct care to the public in disease monitoring and
homecare for elders at risk.
PRIOR YEAR ACCOMPLISHMENTS
• Regulations were implemented banning sharps from municipal trash. The sharps kiosk
has now been relocated to the Main Street Fire Station to allow 24/7 access by the public.
The police station continues to host a 24/7 collection site for discarded and expired
pharmaceuticals. This is a free service for-residents and satisfies a great need while
protecting the environment. This is similar to our long time collection and disposal of
used or unneeded sharps.
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• Conducted a summer program on educating the public on Type I1 Diabetes 2012.
Participated in National Night Out and utilized the press and the Public Library for
information dissemination.
• Achieved compliance to state requirements with rising illness that requires daily
monitoring and weekly documentation without additional personnel.
FY14 GOALS
• Continue high quality customer service and to promote Tuesday late afternoon
availability for inspections and investigations throughout the fiscal year.
• Implement online payment program with the Town's provider MCC, to allow applicants
to pay their fees on line. Provide assistance and tools to promote the use of the service in
an effort to achieve better customer service and fee collection for the Health Department
• Address space storage issues and decrease file misplacements by addressing document
retention schedules and devising protocols for the destruction of unnecessary paper
saving.
• There is a high interest in obtaining all types of vaccinations, in addition to flu, which are
now no longer provided free to the physicians of Massachusetts. Health Department plans
to set up the ability to provide Shingles vaccinations at a low or no cost to the elder
citizens.
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Health Department Bud', get
�; s 2014 20141 I
20 Dept Town Mgr Dollar
, t n u ''' 3 t
Expense Llne,ltem BUbGET Reguesed Recmm d;' Varian
Personnel
Salaries, Full-Time $ 182,630 $ 182,412 $ 182,412 $ -
Wages, Part-Time $ 8,755 $ 8,755 $ 8,755 $ -
Overtime $ - $ 600 $ 600 $ -
Longevity $ 2,615 $ 1,790 $ 1,790 $ -
Salary Reserve $ 3,560 $ - $ - $ -
Total: Personnel Costs $ 197660 $ `. : 193;557 "$ . . ;193;557
ExpensesT<:
Outside Professional Services $ 3,600 $ 3,600 $ 3,600 $ -
Contracted Services $ 280 $ 280 $ 280 $ -
Training & Education $ 300 $ 300 $ 300 $ -
Postage Services $ 440 $ 440 $ 440 $ -
Office Supplies $ 360 $ 315 $ 315 $ -
Printing & Forms $ 380 $ 425 $ 425 $ -
Vehicle Fuel $ 300 $ 300 $ 300 $ -
Uniforms& Clothing $ 125 $ 125 $ 125 $ -
Auto Mileage $ 500 $ 500 $ 500 $ -
Dues/Memberships & Subscription $ - $ - $ - $ -
Other Charges & Expenses
Total: Expense'Costs $ 6;285 $ ' 6;285 ;$
Total: Public Health Costs $ ° 203,845 99,842 , $' =`
Health Department Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS. +1(_)
Health Director 1 1 0
Health Inspector 0.8 0.8 0
,Public Health Nurse 0.8 0.8 0
Department Assiatant 1 1 0
Total 3.6 3.6 0
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ELDER SEW VICES
MISSION STATEMENT
The Elder Service Staff is encouraged to create an atmosphere that acknowledges the value of
human life affirms the dignity and self worth of the older adult in the community and maintains a
climate of Respect, Trust and Support
SIGNIFICANT CHANGES
After nine years of advocating with our state representatives and the MVRTA for improvement
to the only public bus route in North Andover,the changes became a reality. By simply
rearranging an existing route, a direct route for grocery shopping was created which is an
important addition to transportation for our older adults.
In the past two years,the number of older adults in North Andover(5,345) surpassed the number
of children(4,569) attending schools. In 2002,there were 4,200 older adults in the community
which demonstrates a 27% increase over the last 10 years.
PRIOR YEAR ACCOMPLISHMENTS
Through the National Council on Aging in Washington,the North Andover Senior Center
received the Award of Excellence and Community Support for the success of the Alzheimer's
Support Program.
A Transportation Grant was received for leasing a new 12 passenger van from the MVRTA at
the cost of$1.00 a year. With this additional van,there is now capacity to transport 24 clients at
once.
Through grant funding, four new computers were purchased along with a digital advertising
screen and two projectors.
The Senior Work Program has increased from 30 to 35 workers and the property tax abatement
amount increased from$600 to $652.50.
Due to a dramatic increase in the senior population identified in the 2010 federal census, the
Formula Grant funding was increased. With the increased funds two additional part time staff
members were hired:
• 12/15 hour per week Friendly Visitor Support Position
• 10/12 hour per week secondary Van Driver
The Friends of the North Andover Senior Center provided 300 R/T ticket books from the MVTA
for North Andover Seniors to purchase at a savings of 50%off the original cost.
Continued collaboration with the following town departments:
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• Veterans Services - Patriot's Day, Memorial Day and Veteran's Day celebrations
• Stevens Memorial Library- educational programs
• Stevens Estate - outings
• Youth&Recreation Services - Stevens Pond trip, Jimmy Buffett Walking Group
Continued collaboration with community outreach programs:
• Police Department National Night Out community outreach
• Health Department providing community education, support for the Outreach B/P
clinics held at the North Andover Housing Authority complexes.
• Intergenerational programs with the Thompson and Franklin Elementary Schools.
• TRIAD group for older adults working with the Sheriff's Department, Attorney
General's Office and local law enforcement developing and initiating programs that
keep our seniors engaged and safe in their community.
• Ongoing collaborative with North Andover Housing Authority to continue educating
their residents of program and services.
• Merrimack Valley Philharmonic Society provided philharmonic performance tickets
at no cost.
FY14 GOALS
• To increase participation in the Alzheimer's Support Program by networking the
program to other communities and working with the Alzheimer's Association of
Massachusetts to provide educational programming (shows will air on NACAM) as a
pilot site for other COAs and agencies.
• To develop, with the assistance of NACAM, seniors telling Their Stories. The taping
would be done by our seniors who have been trained in working with this media. This
would be broadcast on local media network as well as a potential opportunity to
publish a book of their stories.
• To increase the number of seniors and the number of volunteers participating in the
Friendly Visitor Program. Over the last six months, 15 volunteers have been paired
up with 15 homebound adults. The purpose is to keep our older seniors safe in their
homes. These volunteers serve as additional eyes in the community and report back to
the Friendly Visitor Coordinator and Outreach Manager. The trend today is to assist
seniors as they"age in place"which is a labor intensive endeavor.
These combined goals allow our clients to live independently in their homes and continue to be
engaged in their community.
CONCLUSION:
The North Andover Senior Center is the only municipally funded resource and referral agency
for the older adult living in the North Andover Community. The Elder Service Department
continues to educate the citizens of North Andover so that they are aware of services available to
support seniors in their homes.
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Elder Services Budget
2014 204
2013 Dept Town Mgr Dollar
Expense Lire Item `=BUDGET:' Requested; Re`cmm'd Variance
I :' Personri�l ' .`j
Salaries, Full-Time $ 213,072 $ 214,477 $ 214,477 $ -
Wages, Part-Time $ - $ - $ - $ -
Longevity $ 3,625 $ 3,100 $ 3,100 $ -
Salary Reserve $ 3,515 $ - $ - $
Total PersonnelCosts 212 $ . 217;577 =$ 217;577 $
Ez ens'es
Repairs & Maintenance p
p enance ' $ 705 $ 705 ' $ 705 $ -
Equipment Rental/ Lease $ 1,964 $ 1,964 '', $ 1,964 $ -
Training & Education $ 700 $ 850 ! $ 850 $ -
Telephone $ 1,080 $ 1,407 $ 1,407 $ -
Postage Services $ 1,500 $ 1,500 $ 1,500 $
COA Community Education $ 1,000 $ 1,000 $ 1,000 $ -
Health Clinic $ 4,500 $ 4,500 $ 4,500 $ -
Social Activities $ 3,200 $ 3,200 $ 3,200 $ -
Mental Health Lectures $ 1,250 $ 1,250 $ 1,250 $ -
Office Supplies $ 6,500 $ 6,500 $ 6,500 $ -
Vehicle Fuel $ 4,500 $ 5,000 ! $ 5,000 $ -
Uniforms & Clothing $ 250 $ 250 $ 250 $ -
Auto Mileage $ 700 $ 700 $ 700 $ -
Dues/ Memberships & Subscriptions $ 1,308 $ 1,308 $ 1,308 $ -
Other Charges & Expenses $ - $ - $ - $ -
Capital Outlay $ $ -
Total Expense„Cos`ts $` 29;157 ''$; 301 134
Total; Elder Services Costs" $ 249369 ..
Elder Services Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
'Elder Services Director 1 1 0
Program Manager 1 1 0
Outreach Worker 1 1 0
Adminstrative Secretary 1 1 0
Van Driver 1 1 0
Total 5 5 0
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YO UTH& RECREA TION SER VICES
MISSION STATEMENT
The mission of North Andover Youth&Recreation Services (NAYRS) is to provide the
community, youth and their families with staff, resources and programs with the goal of
empowerment and building self esteem. The positive experience of this involvement enriches
and strengthens the fabric of our community for today and a lifetime. ,
SIGNIFICANT CHANGES
NAYRS had no significant changes this year.
PRIOR YEAR ACCOMPLISHMENTS
• Stevens Pond parking lot paving completed
• Renovations to Lounge
• Enhancements to skate park
• Reestablished the Youth Center Walk for Youth
• Increased collaboration with Senior Center, Library and Stevens Estate
• Provided 65 Youth Center membership scholarships
• Completed 3rd straight year of raising 50k for new fields
• Completed irrigation line to Drummond Park
• Completed project for new metal roll up door in weight room and gym
• Completed project to put sprinkler covers in the gym
• Completed new phone system project
• Increased more programming for girls
• Increased presence in schools
• Doubled membership for our summer Sports &Red program
• In collaboration with JNHYC, Inc.,ran another successful auction
• Completed new surveillance for entire Youth Center
• Completed carpeting for 2nd floor
• Initiated process for on-line registration and payments
FY14 GOALS
• Complete process for on-line registrations and payments
• Increase Summer 2013 membership by 10%
• Complete overhaul of department website
• Complete 10-15-30 year facility plan for the Youth Center
• Discuss and review expansion plans at the Youth Center
• Purchase mini bus to meet the needs of year round programming
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Youth & Recreation Services Budget
2014 ..
2013 pept , � Town IVlgr >, `Dollar �
Expense Llne`Item ' BUDGET Requested ' Recmm'd Variance
` personne'I'
Salaries, Full-Time $ 185,675 $ 190,317 $ 190,317 $ -
Lifeguards $ 36,000 $ 36,000 $ 36,000 $ -
Longevity $ 2,075 $ 2,175 $ 2,175 $ -
Salary Reserve $ 4,642 $ - $
Total Personnel Costs $ 228;392
s _
Expenses`
Repairs/Maintenance $ 11,624 !' $ 23,800 $ 20,000 $ (3,800)
Equipment Rental Lease $ 2,626 $ 2,626 $ 2,626 $ -
Contracted Services $ - $ - $ _ $ _
Training & Education $ 1,250 $ 1,250 $ 1,250 $ -
Telephone $ 7,550 $ 1,200 $ 1,200 $ -
Postage Services $ 1,000 $ 1,000 $ 1,000 $ -
Office Supplies $ 2,000 $ 2,000 $ 2,000 $ -
Printing & Forms $ 1,000 $ 1,000 $ 1,000 $ -
Vehicle Fuel $ 1,500 $ 1,300 $ 1,300 $ -
Dues/Memberships & Subscriptions $ 200 $ 200 $ 200 $ -
Other Charges & Expenses $ - $ - $ - $ -
Vehicles $ - $ 47,785 $ 43,000 $ (4,785)
Total Expense,Costs „ $ _: 28,750 `$ ° 82,161 $; 73,576
Youth& Recreation Services Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
Youth&Recreation Director 1 1 0
Support Services Coord 1 1 0
Social Program Coord. 1 1 0
Program Coord. 1 1 0
Total 4 4 0
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VETERANS SER VICES
MISSION STATEMENT
The Veterans Services Department is to advocate on behalf of all the Commonwealth's Veterans
and their family members in providing them with quality support services and to direct an
emergency financial assistance program for those Veterans and their dependents that are in need
of benefits and services as outlined in the provisions of Chapter 115 of the General Laws.
SIGNIFICANT CHANGES
• Based on our outstanding quality of services provided and our sustained caseload growth, the
Department received a conditional one year reappointment of our District Status from the
Secretary of Veterans Services even though we are 150%understaffed.
• Veterans Service Officer relinquished Chairmanship of the Patriotic Observance Committee.
FY13 ACCOMPLISHMENTS
• Continued the Welcome Home Banner program which allowed for additional contacts with
returning Veterans and family members that would not have occurred otherwise. This
outreach effort resulted in four(4)Veterans receiving welcome Home Bonuses of$1,000.00
each and the VSO was able to provide them with information regarding the benefits and
programs available while filing.
• Obtained two separate grants in the amount of$800.00 each to pay for the $1,600.00 "Evan
O'Neill"memorial stone for the 2012 Arbor Day Tree dedication.
• Worked closely with local Legislators to ensure appropriate language was added to the Valor
Act Bill that would protect the families of our National Guardsmen and Reservists. This
addition to the bill will allow our National Guardsmen and Reservists to retain their$400.00
Tax Exemptions status whenever their loved one is called back to active duty status. .
• Processed two State Annuity applications awarding each applicant$2,000.00 per year.
• Conducted four home/hospital visits to process VA Aid&Attendance applications which
resulted in a combined average monthly income increase of$1,260.25 eliminating their need
for CHI 15 benefits.
• Received eight(8)VA Compensations Awards this year, resulting in over$220,000 in
retroactive payments and an additional$8,682 per month increase to the Town Veterans per
capita income while directly improvement to the Quality of life for these Veteran Families
and again reduces the demand for CHI 15 Benefits.
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FYl4 GOALS
• To obtain full reappointment for District status.
• To maintain at least a 95%reimbursement rate on all CHI 15 Benefits expended.
• To continue to advocate for our Veterans and Family members and maintain an effective
Veterans Benefits program through an organized volunteer network by effectively utilizing
the Senior Citizen Volunteer Tax Exemption program, The VA Work Study programs and by
maximizing our available resources at the Veterans Northeast Outreach center.
Veterans Services Budget
2014 2014
2013 Dept Town Mgr Dollar
Expense Line Item' BUDGET Requested Recmm'd Variance a:j
P,ersonr%el
Wages, Full Time $ 47,412 $ 48,597 $ 69,649 $ 21,052
Stipend, Graves Officer $ 450 $ 450 $ 450 $ -
Longevity $ 825 $ 825 $ 1,275 $ 450
Salary Reserve $ 1,185 $ $ $
Total Personnel Costs $ 49,872 $ 49,872
Ex�erises
Training& Education $ 1,030 $ 11200 $ 1,200 $ -
Patriotic & Civil Celebrations $ 2,500 $ 2,500 $ 2,500 $ -
Rental of Veterans Quarters $ 1,200 $ 1,200 $ 1,200 $ -
Graves Registration $ 3,512 $ 3,512 $ 3,512 $ -
Telephone $ 1,380 $ 1,380 $ 1,380 $ -
Postage $ 575 $ 575 $ 575 $ -
Office Supplies $ 650 $ 760 $ 760 ! $ -
Auto Mileage $ 400 $ 500 $ 500 $ -
Dues & Subscriptions $ 250 $ 250 $ 250 $ -
Veterans Benefits $ 310,000 $ 315,000 $ 315,000 $ -
Capital Outlay <$5,000 -
Total 'Expense Costs $ j 321,497
Total Veterans Benefits Costs $' 371,369 $ '° 376,749 $ 398,251 $ 21;502
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Veteran Services Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
Veterans Director 1 1 0
Assistant Director 0 0.4 0.4
Total 1 1 0.4
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Stevens Memorial Library
Mill
u IyIyff [�"
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STEVENS MEMORIAL LIBRARY
MISSION STATEMENT
The mission of the Stevens Memorial Library is to serve its patrons as a progressive, responsive
community resource. The library seeks to promote endeavors which stimulate and expand the
reading and intellectual interests of its visitors of all ages in person and online and to coordinate
cooperatively this work with other educational, social and cultural groups in the community. The
Library is dedicated to serving the general informational, cultural, recreational and issue-oriented
needs of its patrons, and to sustaining them in a lifelong pursuit of learning and personal growth.
The Stevens Memorial Library strives to be both reflective of and responsive to the evolving
needs of the community. The Library is committed to being a resource for exploring and using
new technologies and formats. It seeks to be in the forefront for providing information services
while presenting programs and activities that appeal to all segments of the community and
offering a warm and welcoming public setting and gathering place for groups, individuals and
families.
SIGNIFICANT CHANGES
• Restored library building to good working order after two summers without central air
conditioning which included cleaning of the building duct work and air handling infrastructure
• Replaced interior and exterior doors, painted, plastered, and repaired walls and ceilings
throughout the building
• Added patron self service for the requested materials process by snaking the Circulation area
more open and accessible
• Reorganized Teen Room to provide more seating and community space for the Young Adult
population
• Redesigned Technical Services space to provide office area for Town IT Network Manager.
PRIOR YEAR ACCOMPLISHMENTS
• Broadened Children's program offerings for toddlers and pre-school children in response to
patron requests
• Participated in the Anne Bradstreet 400t11 Anniversary celebration with special programs, events,
and displays
• As a result of a gift from Sisters In Crime, enhanced the mystery collection and added a mystery
book discussion group and author events.
• Increased e-book and audio book access to meet patron increased demand
• Updated Public Access Computing in Reference,Young Adult, and Children's Room areas
• Revamped the Library Website and develop a Social Networking presence to provide greater
awareness of the Library's programs, services, collections, and e-resources:
• Drafted a new Long Range Planning document for 2013-2017.
• Partnered with Senior Center on programming and events.
• Participated in NalloWriMo (National Novel Writers Month) by offering a series of fiction
writing workshops in November
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FY14 GOALS
• Expand library technology services, including mobile applications for circulation, catalog
searching, and online payments
• Expand popular e-book collections through various sources including local budget purchases
and statewide and network resources
• Conduct space utilization study of the library facility to respond to changing library services
environment
• Continue repair and maintenance projects in the facility including public bathroom makeover
and roof repair/replacement
• Begin implementation of the priority objectives in the Long Range Plan, especially with
respect to improved staffing levels for the Library
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Stevens Memorial Library Budget l
014 f g 2014
I 20'13 ja Dept Town Mgr Dollar
S ;Expense Line Item BUDGET Requested, Recmm d Variance<,'
' �" ° Personnel,
Salaries,
Full-Time $ 345,025 $ 349,449 $ 349,449 �� $
Wages, Part-Time $ 203,231 $ 207,338 $ 210,338 $ 3,000
Overtime $ 5,000 $ 7,500 $ 5,000 $ (2,500)
Longevity $ 7,013 $ 6,583 $ 6,583 $ -
Sunday Time/Bonus $ 13,000 $ 13,000 $ 13,000 $ -
Salary Reserve $ 3,124 $ - $ - $ -
, otal,•-,Rersonnel Costs; $� 576,393.`$.,; „ 58 ;870 $ 584,370, $; 500
EXpenses �
Electricity $ 36,000 $ 1 30,000 $ 30,000 $ -
Heating Fuel $ 11,500 $ 10,000 $ 10,000 $ -
Water $ 1,000 $ 1,500 $ 1,500 $ -
Repairs & Maintenance $ 6,000 $ 6,500 $ 6,500 $ -
Contracted Services $ 37,000 $ 39,180 $ 39,180 $ -
Conferences and Meetings $ 500 $ - $ - $ -
Telephone $ 850 $ 850 $ 850 $ -
Postage Services $ 500 $ 500 $ 500 $ -
Office Supplies $ 5,062 $ 4,000 $ 4,000 $ -
Materials & Supplies $ 3,000 $ 4,000 $ 4,000 $ -
Printing & Forms $ - $ - $ - $ -
Building Repairs & Maintenance $ 19,900 $ 22,000 $ 22,000 !, $ -
Vehicle Fuel $ 100 $ 100 $ 100
Periodicals $ 8,000 $ 8,000 $ 8,000 $ -
Books $ 102,000 $ 100,000 $ 100,000 $ -
AV/Electronic Materials $ 34,000 $ 37,000 $ 34,512 $ (2,488)]
Uniforms & Clothing $ 1,875 $ 1,875 $ 1,875 $ -
Auto Mileage $ 300 $ 300 $ 300 $ -
Dues/Memberships & Subscriptions $ 750 $ - $ - $ -
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Equipment Technology- Replacement $ 7,500 $ 5,000 $ 5,000 $ -
Total: Expense Costs $ 275,837 $.•' 270,805 $ )'
268,317`- $�� (2,48,8
Total Library,Costs 864,675 $ ;':, 852;687,: $ '; (1988)
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Stevens Memorial Library Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
Library Director 1 1 0
Assistant Director 1 1 0
Reference Librarian 1.4 1.5 0.1
Assistant to Youth Services 0.7 0.7 0
Library Assistant 1 1 0
Library Assistant-Tech 0.5 0 -0.5
Head of Reference 1 1 0
Adult Library Assistant 0.7 0.7 0
Cr.Library Assistant 1.6 1.7 0.1
Head of Circulation 1 1 0
Senior Custodian 1 1 0
Professional Librarian 0 0.5 0.5
Head of Youth Services 1 1 0
Total 11.9 12.1 0.2
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AUDITING
Auditing
2013` 2014 Town Mgr Dollar j
Expense Line Item BUDGET Dept Request Recmm'd` Variance
Ex ense`s
p.
Auditing Services 57,000 58,000 $58,0001 -
Total Expense Costs $57,000 $58,000 $58;Q00 $.Oj
Total 'AuditingCosts.t` $57:000 $,58000 $58,000 $0
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PURCHASING
MISSION STATEMENT
Purchasing is responsible for overseeing all purchasing functions for municipal departments.
Purchasing ensures the Town engages in cost effective purchasing procedures and contract
management, and is in compliance with Massachusetts laws governing procurement of supplies,
services, materials, equipment, construction projects, telecommunications, and utilities.
Purchasing provides assistance to School Department as needed.
SIGNIFICANT CHANGES
There were no significant changes to the Purchasing Department this fiscal year.
PRIOR YEAR ACCOMPLISHMENTS
• Implemented town-wide contracts (municipal and schools) for a variety of services.
• Issued Request for Proposals for a second cell tower at the Stevens Estate, and for the sale of
the vacated Bradstreet School building.
• Issued Request for Qualifications for both the Owner's Project Manager and Design Services
to convert the former police station building to a modern state-of-the-art School Department
Administration Building.
• Drafted and issued a procurement manual for use by all municipal departments.
• Coordinated the issuance of many Request for Quotes, Invitations for Bids, and Request for
Proposals for municipal departments as well as for the school department
FY14 GOALS
• To issue Request for Qualifications for both the Owner's Project Manager and Design
Services to build a new fire station.
• To continue to implement a standardized method in all municipal departments in order to
obtain quotes,bids or proposals for the purchase of goods and/or services.
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Purchasing Budget
2014 2014 �
=, x;2013 pept 3 Town Mgr Dollar
Expense Line Item ;BUDGET Requested "Recmm'd Vanance't
.. .
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P
ersonne
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Salaries, Full-Time $ 45,5641 $ 46,703 $ 46,703 $ -
Longevity $ 413 $ 413 $ 413 $ -
Salary Reserve $ 1,140 -
TotaL,Per"sonnet Costs $ . 47,11T $. 47;116 $`` 47,116 e§
Advertising Advertising $ 500 $ 500 $ 500 $ -
Training & Education $ 400 $ 400 $ 400 $ -
Telephone $ - $ - $ - $ -
Postage $ 250 $ 250 ! $ 250 $ -
Office Supplies $ 250 $ 225 $ 225 $ -
Auto Mileage $ 200 $ 200 $ 200 $ -
Dues & Subscriptions $ 175 $ 175 $ 175 $ -
Other Charges & Expense $ 125 $ 125 $ 125 $ -
TotaL',Expense Costs $ 1,900, $ "'1875 $;, 1,875. $
T"otal Purchasing,costs $ 49,017: $ „ 48,991
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Purchasng Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
Purchasing Director 0.5 0.5 0
Total 0.5 0.5 0
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INFORMATION TECHNOLOGY
MISSION STATEMENT
The Information Technology Department provides appropriate access to, support for and
maintenance of systems and services that sustain, enhance and extend the delivery of high
quality, customer-focused service.
In support of the mission,the Department is tasked with primary responsibility for long-range
planning; resource acquisition and integration; system security, reliability and continuity for all
Municipal& School operations.
SIGNIFICANT CHANGES
Technology operations were separated into distinct functional groups (municipal & schools), a
shared Network Manager added(internal promotion), and one IT Analyst position back-filled
creating significant flux in staffing through the first half of the year. In addition, IT staff were
relocated to improve customer service, and to bring IT administration to Town Hall.
PRIOR YEAR ACCOMPLISHMENTS
• Launched social media campaign(July 2012).
• Thoroughly redesigned website, incorporating Facebook and Twitter feeds (Aug. 2012).
• Consolidated and/or retired six servers (Sept. 2012).
• Deployed wireless Internet services to all public buildings (Sept. 2012).
• Applied and selected as one of nine pilot communities in the Commonwealth Citizens
Connect grant(Nov. 2012),with full deployment expected by April, 2013.
• Completed comprehensive upgrade to presentation systems in selectman's meeting room
& adjacent conference room with directed integration to North Andover Community
Access &Media broadcast systems (Dec. 2012).
• Continued implementation of online payments for tier 3 services with Health fees
(January 2013).
FY14 GOALS
• Increase Internet bandwidth for all town& school locations, if approved, by October 31,
2013.
• Complete a cable license renewal for Comcast, Inc. by December 31, 2013.
• Implement online payments for Youth and Recreation Services by March 1,2014.
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Information Technology Budget
2013 Dept ' Town Mgr Dollar
Expense'Llne Item BUDGET ` Requested Recmm'd �/ariance'
Personnel .:'
Salaries, Full-Time 446,707 452,547 504,797 52,250
Longevity 525 1,050 1,050 -
Salary Reserve - - - -
Total' Personnel Costs $447,'232 $453;597 $505;847 $52;250;
Network 99,000 121,500 121,500 -
Repairs & Maintenance 21,000 20,000 20,000 -
Equipment RentaVLease - - -
Outside Professional Service 170,412 162,800 162,800 -
Advertising 600 ! - -
Software Licenses 51,030 69,750 69,750 -
Training & Education 17,100 18,000 18,000 -
Telephone 52,250 34,900 34,900 -
Office Supplies 1,400 3,000 1,400 (1,600)
Auto Mileage 2,400 5,800 2,900 (2,900)
Other Charges & Expenses - 600 600 -
Equipment Technology- Replacement 60,162 56,560 60,560 4,000
Total: Experise:Costs $475;354. $492,9;10: " $492,410 $500;
Information Technology Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
Information Technology IT Director Town 1 1 0
IT Director-School 0.5 1 0.5
Network Engineer 1 1 0
Senior Network Engineer 0.5 0.5 0
IT Systems Support 5 5 0
Total 8 8.5 0.5
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FACILITIES
MISSION STATEMENT
• Provide safe, functional & efficient building facilities for the municipal/educational
operations
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SIGNIFICANT CHANGES
• Seasonal municipal maintenance personnel provided for municipal facilities which
allowed repairs to be performed on many deferred maintenance items.
• Building maintenance fund established to fund materials and labor costs related to
municipal building repairs.
FY 13 YEAR ACCOMPLISHMENTS
• Investment grade audit(IGA) of all (non-enterprise) facilities
o An in depth energy audit was performed on municipal and school facilities by
Ameresco. The results of this audit have identified energy inefficiencies from
which a list of Energy Conservation Measures are proposed to resolve same.
• Successful completion of"Green Projects" at Atkinson, Sargent&Middle Schools
com completed on an accelerated schedule &on budget during
o These projects were p g g
summer 2012 school-vacation providing a `tighter' building envelope and energy
savings.
• Contractor oversight on pub c pr ojects.
Provide desi n & construction oversight on building projects Prov g g g to include;
p �
■ "Green Projects": Atkinson School window replacement, Middle School
roof replacement, Sargent School roof replacement
■ Library HVAC upgrade
■ Middle School hot water heater replacement
■ NAHS gym floor and track replacement/repair
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FY14 GOALS
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• Provide a consolidated town wide building maintenance program to effect
a more streamlined and cost efficient response to facility needs by the
following;
• Creation of consolidated building maintenance supervisor position to
perform daily operation management.
• Building maintenance supervisor management of maintenance staff and
outsourced trade contractors.
• Expanded use of existing facility maintenance software to include
municipal facilities.
• Provide resources to include part time municipal maintenance technician
• Implement town wide web based energy management system
• building maintenance supervisor management of mechanical system
maintenance program
• Reference (re)organization chart provided (ref. att.)
• Provide town wide cost saving energy improvements by the following;
• implementation of ESCO project as proposed by Ameresco IGA
• town wide web based energy management system(ems)
• consolidated management of ems by building maintenance supervisor
• Educate building occupants regarding energy efficiency
• Ensure critical infrastructure mechanical system operations by the
following;
• Procure IT head end room HVAC replacement(town hall &nahs)
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• Implement emergency back-up provisions to allow for continued
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operations
• Address drinking water treatment plant mechanical systems issues by the
following;
• Implement HVAC systems replacement through Ch. 25A procurement
process
• Review& oversee design& construction utilizing owners agent&
municipal staff
Facilities Budget
2013 Dt To
ep wn Mgr Dollar
r ' 1
.Rectum d V
a anc
xpense Line Item . . ;,BUDGET .; Requested.
Personnel
Salaries, Full-Time 87,550 85,000 153,546 68,546
Seasonal Help - 20,000 20,000 -
Longevity - - - -
Salary Reserve 2,189 -
Total Ferso.nnel Costs $89;739 $105,000, , $173,546 $68,546
Expenses
Training & Education $ 1,500 $ 1,500 $ 1,500 -
Telephone $ 1,000 $ 1,000 $ 1,000 -
Postage $ 250 $ 250 $ 250 -
Office Supplies $ 250 $ 250 $ 250 ` -
Building Maintenancce $ - $ 10,000 $ 10,000 -
Vehicle Fuel $ 1,750 $ 1,750 $ 1,750 -
Auto Mileage $ 250 $ 250 $ 250 -
Dues & Subscriptions $ 500 $ 500 $ 500 -
Other Charges & Expense $ 2,000 ! $ 2,000 $ 2,000
Capital Outlay $ - $ 40,000 $ 40,000
Total xpense Costs $7,500 $57,500 U $57,500 $0
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Facilities Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
Facilities Director 1 1 0
Maintenance Facility Manager 0 1 1
Total 1 2 1
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EDUCATION
MISSION STATEMENT
The mission of North Andover Public Schools is to cultivate a respectful community of engaged
learners, insightful thinkers, and effective communicators.
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The assessment for the Education Department is set in large part by the Education Reform Act of j
1993 and subsequent laws related to Education Reform.
The total FY14 Recommended School Budget of$ 39,863,136 represents an increase.of
$1,579,195 or 4.12% from FYI 3. Although Chapter 70 school aid had an increase in the
Governor Budget, it does not keep pace with the increases in contractual and other obligations.
Details of the School Departments budget can be found in the separate budget document
developed by the School Committee.
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Education Budget
?014; ,zo14
t r
X20`13 �' ' Dept � Tovi{n Mgr � Doilar ? i
Expense Ltne;ltem BUDGET Requested Recmm'd ' Vana'nce
Personnel
Salaries $ 29,097,097 $ 30,425,105 $ 30,425,105 $ -
Total Personnel Costs $ `29,0,9?,097 . $ 30,425,105 .'$ 3,0;425;1,05
Expenses $ 9,186,844 $ 9,438,031 $ 9,438,031 ; $ -
N A Bulding Committee $ 900 $ $ -
Total 'Expense'Costs $ .>.' 9,187;744 .,$ 9,438,031 $: 9,438;031 .
Total ,Education $ 38,2334;841 $ , 39,863,136 $: 3,9,863;136
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DEBT SER VICE
Bonded Debt
This expenditure covers the cost of the principal and interest paym ents of the Town's bonded �
debt with the exception of the Water and Sewer Enterprise Funds which appears in their
respective budgets. The expenditure includes payment on the Town's recent long term bonding
and payment required from the Town's CIP.
General Debt Limit
Under Massachusetts's statutes,the General Debt Limit of the Town of North Andover consists
of a Normal Debt Limit and a Double Debt Limit. The Normal Debt Limit of a Town is 5
percent of the valuation of taxable property. The Town can authorize debt up to this amount
(currently$223,017,205) without State approval. The Town can authorize debt up to twice this
amount(Double Debt Limit)with the approval of the State Emergency Finance Board.
There are many categories of general obligation debt which are exempt from and do not count
against the General Debt Limit. Among others, these exempt categories include revenue
anticipation notes and grant anticipation notes, emergency loans, loans exempted by special
laws, certain school bonds, sewer project bonds and solid waste and solid waste disposal facility
bonds (as approved by the Emergency Finance Board), and, subject to special debt limits, bonds
for water,housing, urban renewal and economic development(subject to various debt limits) and
electric and gas (subject to a separate limit to the General Debt Limit, inducing the same
doubling provision). Industrial revenue bonds, electric revenue bonds and water pollution
abatement revenue bonds are not subject to these debt limits. The General Debt Limit and the
special debt limit for water bonds apply at the time the debt is authorized. The other special debt
limits generally apply at the time the debt is incurred.
Debt Limit Calculation (Debt from all sources including Water and Sewer)
,Equalized, _
Valuation 1/1/00 4,460,344,100
Debt Limit 223,017,205
:Outstanding Debt outside Limit 6/30/12 17,256,446
'Outstanding Debt inside Limit 6/30/12 36,752,388
Total Outstanding Debt 6/30/12 54,008,834
Debt Limit 223,017,205
Debt subject to Debt Limit 36,752,388
Borrowing Capacity 186,264,817
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Communities have four basic ways to finance capital projects: pay-as-you-go financing, debt
financing,public private ventures, and intergovernmental financing (such as the SRF's low
interest loan/grant program). Over reliance on any one of these options can be risky to a local
government's fiscal health. It can also restrict the municipality's ability to respond to changes in
economic and fiscal conditions.
Authorization of General Obligation Debt
Under the General Laws, bonds and notes of a Town are generally authorized by vote of two-
thirds of all the members of the Town Meeting. Provision is made for a referendum on the filing
of a petition bearing the requisite number of signatures that would all the cost to be excluded
from the Proposition 2 1/2 taxation limits. Borrowing for certain purposes also requires
administrative approval from the commonwealth.
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Temporary loans in anticipation of current revenues, grants and other purposes can be made
without local legislative approval.
Types of Obligations
Under Massachusetts's statutes, the Town is authorized to issue general obligation indebtedness
of the following types:
Serial Bonds and Notes - These are generally required to be payable in equal or diminishing
annual principal amounts beginning no later than the end of the next fiscal year commencing
after the date of issue and ending within the terms permitted by law. Level debt service is
permitted for bonds or notes issued for certain purposes, and for those projects for which debt
service has been exempted from property tax limitations. The maximum terms vary from one
year to 40 years, depending on the purpose of the issue. Most of the purposes are capital
projects. They may be made callable and redeemed prior to their maturity, and a redemption
premium may be paid. Refunding bonds or notes may be issued subject to the maximum terms
measured from the date of the original bonds or notes. Serial bonds may be issued as "qualified
bonds" with the approval of the State Emergency Finance Board, subject to such conditions and
limitations (including restrictions on future indebtedness) as may be required by the Board. The
State Treasurer is required to pay the debt service on "qualified bonds" and thereafter to withhold
the amount of the debt service from state aid or other state payments. Administrative costs and
any loss of interest income to the Commonwealth are to be assessed upon the Town.
Bond Anticipation Notes—These generally must mature within two years of their original dates
of issuance, but may be refunded from time to time for a period not to exceed five years from
their original date of issuance,provided that (except for notes issued for certain school projects
that have been approved for state school construction aid) for each year that the notes are
refunded beyond the second year,they must be paid in part from revenue funds in an amount at
least equal to the minimum annual payment that would have been required if the bond had been
issued at the end of the second year. The maximum term of bonds issued to refund bond
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anticipation notes is measured from the date of the original issue of the notes except for notes
issued for such Stat-aided school construction projects.
Revenue Anticipation Notes—Revenue Anticipation Notes are issued to meet current expenses
in anticipation of taxes and other revenues. They must mature within one year but, if payable in
less than one year, may be refunded from time to time up to one year from the original date of
issue.
Grant Anticipation Notes—Grant Anticipation Notes are issued for temporary financing in
anticipation of federal grants and state and county reimbursements. They must generally mature
within two years, but may be refunded from time to time as long as the municipality remains
entitled to the grant and reimbursement.
Revenue Bonds—Cities and towns may issue revenue bonds for solid waste disposal facilities
and for projects financed under the Commonwealth's water pollution abatement revolving—loan
program. In addition, cities and towns having electric departments may issue revenue bonds, and
notes in anticipation of such bonds, subject to the approval of the State Department of Public
Utilities. The Town of North Andover does not have an electric department, and has not
authorized any other Town revenue bonds.
Bond Rating
The Town's bond rating is as follows:
Standard and Poor's AA/Stable
Moody's Aa2
Debt Service
z "� 20'��2 , 2013� Town Mgr Dollar
EzpensesLme l em ACTUAL BUDGET Recm`m'tl Variance
Expenses ">
Principal- Long Term -Excluded $ 2,564,856 $ 1,399,856 $ 1,434,856 $ 35,000
Interest- Long Term - Excluded $ 540,924 $ 440,710 $ 393,466 $ (47,244)'
Principal-Long Term -Non Excluded $ 3,430,267 $ 3,814,474 $ 3,992,712 $ 178,238
Interest- Long Term - Non Excluded $ 706,493 $ 636,633 $ 554,157 $ (82,476)
Total ".-Debt Service :. $<' . 7,242,540 6,291;673,:;:$ '6;375,191 ;$ ,83,518, ii
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Health Insurance and Property Insurance
Pursuant to MGL Chapter 32B, as a benefit of employment, any active,permanent employee of
the Town who regularly works twenty(20)hours or more per week is eligible for group health
insurance coverage.
The Town offers the choice of three health insurance plans to its employees: Master Health Plus,
Blue Choice, and HMO Blue. The Town also offers Medex and Medicare HMO Blue to its
retired employees. The Town will continue to provide these offerings through 12/31/13 after
which the Town will transfer to the Group Insurance Commission(GIC).
The Town carries all but the Medicare HMO Blue plan through a self-insurance fund. Blue Cross
administrates this plan and the Town also retains Group Benefits Strategies as a consultant to
review the performance of the fund and advise on improvements that can be made to contain
costs.
As of January 1,2013 a total of 839 employees and retirees were enrolled in one of the Town's
health insurance plans.
The Board of Selectmen recently accepted MGL Chapter 32b, Section 21-23,which allows the -
Town the ability to make benefit design changes to the Town sponsored health insurance plans.
The Town and the Public Employee Committee (PEC)have recently executed an agreement
which will define health insurance benefits for the next six years. The Town expects significant
savings during the next several years as a result of this agreement.
Health Insurance / Property Insurance
2012 2013 Town'Mgr Dollar
Expense Line Item ACTUAL „ BUDGET Rectum d Uanance
Health Insurance $ 10,045,567 $ 10,746,804 $ 11,091,614 $ 344,810
Total Health Insurnace $ 10,045,567 $ 10,746,804 $ 11,091,614 $ 344,810
Property & Casualty Insurance $ 271,059 $ 337,154 $ 377,612 $ 40,458
Total Property & Casualty Insurance $ 271,059 $ 337,154 $ 377,612 $ 40,458
Tofal Health Properly lnsurance.Ezpenses $,;° ; 10,316;626; $ 11,083,958 $ 11;469,226 $ :`77Q537
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The rates in the chart below are the actual rates for FYI as of March 1, 2013.
Active Employees, Surviors, and Retirees
Self Funded Plans- Employee Number of
Individual Cost Rate Split Monthly Town Share Total Cost Enrollees
Health Plans
Master Health Plus 50/50 $ 774.34 $ 774.34 $1,548.68 3
Blue Choice 35/65 $ 412.08 $ 765.27 $1,177.35 1
HMO Blue 20/80 $ 157.25 $ 628.98 $ 786.23 17
25/75 $ 196.56 $ 589.67 $ 786.23 158
14/86 $ 113.48 $ 697.06 $ 810.54 22
Medex Supplement 35/65 $ 167.71 $ 311.47 $ 479.18 165
Fully Funded Plan
Medicare HMO Blue 35/65 $ 111.36 $ 206.80 $ 318.16 20
Self Funded Plans- Employee Number of
Family Cost Rate Split Monthly Town Share Total Cost Enrollees
Health Plans
Master Health Plus 50/50 $1,867.32 $ 1,867.32 $3,734.64 1
Blue Choice 35/65 $1,068.12 $ 1,983.64 $3,051.76 2
HMO Blue 20/80 $ 402.83 $ 1,611.33 $2,014.16 57
25/75 $ 503.54 $ 1,510.62 $2,014.16 363
15/85 $ 311.47 $ 1,764.98 $2,076.45 30
Medex Supplement N/A
Fully Funded Plan
Medicare HMO Blue N/A
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RETIREMENT
Under Massachusetts General Laws Chapter 32 the Town is required to enroll all employees
(except teachers and administrators under contract by the School Department) who work in
excess of nineteen (19) hours per week. The Town does not maintain its own system but is a
member of the Essex Regional Retirement System and pays an annual assessment. We currently
provide pension payments to approximately 223 retirees, and collect pension contributions from
approximately 396 active employees.
The Town meets it share of cost primarily on a pay-as-you-go basis by contributing annually the
amount determined by the State Division of Insurance.
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Retirement Budget
2014
2012 201 Town Mgr' Dollar
Expense Lryine Item ACTUAL BUDGET Re'cmrri'd° Variance
Expenses
County Retirement $ 3,002,374 $ 3,186,990 $ 3,442,269 $ 255,279
Total: Retirement Cost $ 3,002,374 $` 3,186;990, $. 3;442;269 `$ < 255;279
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Cherry Sheet Assessments
Chapter 59, Section 21 of the Massachusetts General Laws requires the Commissioner of
Revenue to provide municipalities and regional school districts with advance estimates of
state assessments and charges and county tax assessments. Local assessors are required to
use these figures in determining the local property tax rate.
RETIRED TEACHER HEALTH INSURANCE
To reimburse the state for the costs of providing a life and health insurance plans for retired
municipal teachers. Each participating municipality is assessed for the governmental share of
health and life insurance premiums paid on behalf of its teacher retirees by the state. For teachers
retired prior to July 1, 1994 the state pays 90% of the total premium; the retiree's co-payment is
10% of the total premium. Teachers retired after July 1, 1994 the premium split is 85% employer
15% employee. A proportionate share of administrative expenses is also assessed to each
municipality.
MOSQUITO CONTROL PROJECTS
To assess municipalities for the costs of mosquito control services. There are eight mosquito
control districts whose costs are apportioned to member municipalities on the Cherry Sheet. All
mosquito control projects are to be assessed their proportional expenses for the administration of
the state Reclamation Board.
AIR POLLUTION CONTROL
The Air Pollution Commission supervises six districts statewide. The Commission is
empowered through the Office of the Governor and has a mandate to control air pollution
through the enforcement of Air Pollution Control Acts and Safety Standards.
REGIONAL TRANSPORTATION AUTHORITY
To assess municipalities in order to provide for a system of regional transportation authorities to
develop, finance, and contract for the operation of transportation facilities and service outside the
Metropolitan Boston area. Between 25% and 50% of the total net cost of service of each regional
transit authority is assessed to its member municipalities in proportion to the estimated cost of
operating routes through those municipalities. A net operating deficit for each regional transit
authority is calculated as the difference between the revenue sources (fares, advertisements and
federal assistance) and the operating costs. This deficit is funded through assessments to member
municipalities and state contract assistance.
SPECIAL EDUCATION ASSESSMENT
To reimburse the state for providing special needs education to children enrolled in(1) state
hospital schools or(2)private institutions,whose placements were made before 1975.
REGISTRY OF MOTOR VEHICLES-HOLD PROGRAM
The Town has implemented a provision of Massachusetts General Laws Chapter 90 which
enables the City to request the State Registry of Motor Vehicles not to.renew the license and
registration of an operator/owner of a motor vehicle that has two or more outstanding parking
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tickets. This provision is enacted after the motorist has failed to pay the parking tickets and had
an opportunity for a hearing. This program has resulted in a significant decrease in the number
of delinquent payments.
SCHOOL CHOICE
To assess the sending municipality or regional school district for pupils attending another school
district under school choice, School choice tuition charges are assessed against the sending
district and paid to the receiving school district.
CHARTER SCHOOL
To assess the sending municipality or regional school district for pupils attending charter
schools. Charter school tuition charges are assessed against the sending district and paid to the
charter school district.
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ESSEX COUNTY TECH INSTITUTE
To provide funding from sending communities to finance the operating budget of the Essex
Agricultural and Technical.High School. The school's tuition charges are assessed against the
pupil's resident communities.
CHERRY SHEET OFFSETS
SCHOOL LUNCH
To reimburse part of the cost incurred in serving lunches to school children. The cost of meals
served is partially reimbursed to extent funds are appropriated. Reimbursement is intended to
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supplement federal and local support.
PUBLIC LIBRARY
To support a statewide program of supplemental services for libraries of all types (public, school,
colleges/universities, etc) in order to provide users with materials and information otherwise
unavailable locally. Services include interlibrary loans, reference referral, delivery of materials,
continuing education, technical assistance, database access and bookmobile service.
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State Assessments & Offset Receipts
2012 2013 Town Mgr Dollar
,_ `
Ex`ense Lme*Item, ACTUAL Bud et R
e"cmm
d Var'a
nce
P
Projects
Mosquito Control , $ 85,849 $ 90,159 $ 90,159 $ -
Special Education $ - $ - $ - $
Retired Muncipal Teachers $ 1,405,517 $ 1,316,435 $ 661,130 $ (655,305)
Air Pollution Control $ 8,484 $ 8,849 $ 8,819 $ (30)
Regional Transit Authorities $ 172,662 $ 184,305 $ 184,305 $ -
RMV Non Renewal Surcharge $ 19,800 $ 19,800 $ 19,800 $ -
School Choice Assessment $ 22,302 $ 22,302 $ 22,302 $ -
Charter School Assessment $ 49,810 $ 49,937 $ 49,937 $ -
Essex County Agricutural Tech $ 49,087 $ 74,850 $ 74,850 $ -
Total Direct Expense
CHERRY SHEET OFFSET RECEIPTS
School Lunch $ 34,026 $ 34,020 $ 34,020 $ -
Publc Library $ 22,492 $ 22,362 ! $ 22,362 $ -
Total Cherry Sheet'AS $ '?" 1,870,029.
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Non- Departmental Budgets
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Finance Committee
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2013 2014 Town Dollar .
Expense Line Item BUDGET " ;'Y Dept Request " Recmm'd Uanarice
.Exp`enses
Advertising $ 45 $ 45 $ 45 $ -
Dues/Memberships & Subscriptions $ 326 $ 326 $ 326 $ -
Other Charges and Expense $ 424 $ 424 $ 424 $ -
Total: Ez"pen"seCosts ,`, . $;," 795 $ 79`5 $
J' Total Finance Committee"Costs " .- $ 795
Legal
2014 2014"
f 2013 Dept Town Mgrs Dollar
Expense Line Item BUpGET °Requestetl Recinm'd " Variance
_ +Expenses _ -
Legal Services $ 185,000 $ 185,000 $ 160,000 $ (25,000)
' "Total: Expense Costs $185;000 $185,000 $160,000 . $25,000;
LTotal Legal Sen ices,Costs $18,5,000,5 . $185,000.;,. ;$1602000:",,, =$25;000
Unclassified - Shared Cost
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20122013 Town Mgr Dollar" r
Expense'Line Item ACTUAL ACTUAL ;" ADOPTED Variance
- _
_ "Expenses �"_
Workers Compensation $ 246,990 $ 303,702 $ 280,196 $ -
Unemployment $ 111,669 $ 200,000 $ 150,000 $ (50,000)'
Medicare-Town $ 160,894 $ 200,000 $ 200,000
Medicare-School $ 422,259 $ 400,000 $ 400,000 ! $ -
Police and Fire Accident Insurance $ 113,202 $ 90,000 $ 90,000 $ -
Total' Unclass'died '":. 1;055,014 $ 1,193,702 . $ 1;120,196" $ (50,000);
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Financial Plan Enterprise Funds
Overview
Water and Sewer Enterprise Fund Budget Summary
The Water and Sewer Enterprise Funds are Town funds separated from others and dedicated to
tracking and reporting all activities associated with the operations and maintenance of the water
distribution and wastewater collection systems in the Town. Enterprise funds by State law are
required under Chapter 44 Section 53F1/2 to be self-sustaining;this requires that the revenues
from the operations are sufficient to fund all direct and indirect expenditures of the fund. For
FYI 4,the sources and uses of the funds in the Water and Sewer Enterprise
Fund budgets total $9.6 million. Water Enterprise Fund revenues derived strictly from user fees
total $4.89 million and Sewer Enterprise Fund Revenues derived from user fees total $4.7
million. The chart below shows the breakdown of revenues in the Water and Sewer Enterprise
Funds for FYI 4.
FY14 Enterprise Fund Revenue Sources
Other Revenue
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12.43%
User Fees
87.57%
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Uses of funds in the Water and Sewer Enterprise Fund Budgets are comprised of the following
categories: Direct Expenses, Sewer Assessment, Debt Service and other Indirect Costs. For
FY14,the main use of funds in the Enterprise Fund Budgets continues to be the Sewer
Assessment and the Debt Service,which combined make up $5,309,449 or 53.67% of the total
Enterprise Fund Budgets expense level. The chart below details the uses of the funds in the FYI
budget.
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FY14Enterprise Fund Expenses
Indirect cost
13.53% Direct 32.80%
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Debt Service
36.94% GL.SD Sewer
Assessment
16.73%
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As shown in the chart above,the major components of the Enterprise Fund Budgets are the
Sewer Assessment, Debt Service and Direct Costs. Included in the direct cost are the salaries and
expenses to operate the systems.
The Fiscal 2014 Enterprise Fund Budgets reflects and overall decrease of 3.72% or$371,528
when compared to the Fiscal 2013 budget,the majority of the decrease in the Water Enterprise
Fund debt.
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WATER & SEWER
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MISSION STATEMENT
The Department of Public Works (DPW)mission is to provide professional
quality maintenance,repair and construction services while operating one
hundred and fifty(150)miles of streets, approximately one hundred and
seventy five (175) acres of parks, playgrounds, school grounds,the Town
beach,the Town Common, and all public shade trees, one hundred and fifty
(150) miles of water mains, eighty four(84)miles of sewer mains,twenty one
(21) sewer lift stations, four high lift water booster stations, and maintains and
fuels a fleet of over one hundred (100)vehicles. Further,the Department'
mission is also to provide high quality water by maintaining the Town's water
supply, Lake Cochichewick and operating the drinking water treatment plant,
Which delivers an average daily consumption of three (3)million gallons and a
yearly total of over a billion gallons. Providing uninterrupted solid waste and
recycling removal is also a mission of the Department through a private hauler.
Additionally,the DPW is provides rapid response to all snow, ice and other
inclement weather emergencies and conditions. The DPW enforces water,
sewer and drainage by-laws, grants petitions of location for utilities, and
maintains engineering records and GIS data. The Departments budget is
divided between Public Works (Administration, engineering, streets &
sidewalks, vehicle maintenance, solid waste &recycling, and building &
grounds) and the water and sewer enterprise fund budget.
FY13 Accomplishments
The Department is implementing a multi-year capital improvement program to
upgrade major components at the Drinking Water Treatment Plan (WTP), all
pumps and motors have been refurbished,which had not been done since the plant
went online over 20 years ago. A study was done on the feasibility of having the
remote pump stations relay information back to the WTP by means other than
telephone land lines; as is the case now but are not always reliable. The best
solution was to use a wireless system, which is in the process of being
implemented. A major accomplishment, although minor in scope, was to install
and implement a new operating system at the WTP. The system included
replacing computers and the software in the WTP Control Room, which is the
main control system for the plant. Also,the broken security gate at the WTP was
replaced. Two spillways emptying storm water into the lake were also cleaned out
and upgraded to trap more sediment to keep out of the lake.
The water distribution system was extended with 1,200 feet of new twelve-inch
ductile iron pipe on Dale Street from Village Way to South Bradford Street. The
new main reinforces system pressure and flow to a large area on the eastern side
of Town. In Raleigh Tavern Lane, 3800 feet of cast iron water main and 7
hydrants were replaced. Also, an additional sixteen(16) old hydrants were
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replaced throughout town in various locations. A leak detection survey was
conducted on the entire system; 12 leaks were found and repaired. One hundred
and twenty(120) old meters were replaced with new radio read type units.
A major accomplishment in the sewer collection system was the replacement of
approximately 890 feet of 18"pipe on the Eastside Trunk Sewer with new 24"
PVC pipe. This work has reduced the threat of sewer overflows during heavy rain
events in the easement between Sutton Street and High Street. Regarding sewer
pump stations, several improvements were made. At the Boston Hill station check
valves were replaced,pumps at Holly Ridge and Coachman's Lane were
overhauled and wet wells at all twenty-two stations were cleaned of grit and
grease to keep the pumps from being overworked.
FY 14 Goals
• As mentioned above, at the WTP we will continue to refurbish aging equipment
and structures under a multi-year capital program. This will mostly be done with
in-house staff but also outside contractors who will be managed by the existing
staff. Major initiatives will be to design and replace the original HVAC system
and roof at the WTP, repair concrete cracks throughout the building and on the
walls of tanks, design a new structure over the sedimentation tanks, replace the
Fire Suppression System in the Control Room,replace aging chemical tanks, and
do needed repair work at Bradford Street water standpipe. The emergency power
system will be upgrades as well as improvements to the carbon filter system.
• We plan to complete the Phase V Meter Replacement Project,which includes
approximately 400 meters. Also, we plan to replace 10 hydrants. We are
planning to accept ownership of a new water booster pump station on Empire
Drive.
• Within the twenty two sewer pump stations plans are for upgrading pumps,
VFD's and computer control boards along with putting in a new system that will
better monitor high levels in the wet wells. Also, we are planning to design and
permit a new sewer pump station on Great Pond Road at Rea's Pond. An air
release valve on Turnpike Street on a sewer force main is scheduled for
replacement.
• In the sewer collection system we plan to replace 880 feet of 8"VC pipe in Sutton
Street with new 12"PVC pipe, and design and permit School Street and
Bunkerhill Street sewer main replacements along with replacing an air release valve
on Route 114.
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WATER ENTERPRISE FUND BUDGET
LINE ITEM
2013 2014 2014 Dollar
BUDGET Dept Request Town Mgr Change
Recomm'd
optsor%nel
Salaries, Full-Time 660,149 649,639 816,700 156,551
Wages, Part-Time - - - -
Overtime 50,000 50,000 50,000 -
Longevity 1,345 1,345 1,345 -
Salary Reserve 7,409 - - (7,409)
Total rsonnel Costs $718,9,033 $700,984 $868,045 , $,149,142,;
Electricity 518,000 520,000 520,000 2,000
Heating Fuel 80,000 80,000 80,000 -
Engineering 18,000 18,000 18,000 -
Repairs & Maintenance 153,000 153,000 153,000 -
Laboratory 25,000 25,000 25,000 -
Advertising 4,000 4,000 4,000 -
Legal Services - 70,000 70,000 70,000
Contracted Services 100,000 32,000 32,000 (68,000)
Training & Education 6,700 6,700 6,700 -
Telephone 9,000 10,000 10,000 1,000
Postage Services 3,500 3,500 3,500 -
Storm Water Permitting Mandate 30,000 45,000 45,000 15,000
Outside Detail 5,400 5,400 5,400 -
Office Supplies 4,750 5,000 5,000 250
Materials & Supplies 92,000 92,000 92,000 -
Vehicle Fuel 13,500 14,000 14,000 500
Chemicals 200,000 200,000 200,000 -
Uniforms & Clothing 7,650 7,450 7,450 (200)
Auto Mileage - 200 200 200
Dues/Memberships &Subscriptions 2,500 2,500 ! 2,500 -
Other Charges & Expenses 21,719 28,719 28,719 7,001
Capital Outlay >$5,000 160,000 160,000 , 160,000 -
Vehicle - - - -
5ubtofal Expense;costs $1,454,719 $1,`4$,2,469, ,$1,482,469 $27;751
Debt Service
Principal Long Term 1,642,053 1,156,326 1,156,326 (485,727);
Interest Long Term 220,165 170,018 170,018 (50,147)
MWPAT Principal 246,525 251,505 251,505 4,980
MWPAT Interest 89,580 84,600 84,600 (4,980)'
Transfers to Capial Projects - - - -
Indirects 747,571 762,522 878,741 131,170
Total xpense Costs $4,400,673, "r $35907,440 , ;•$4,023;659 . $376,954
Total `;Waterpept. Costs ;` $5,119;516'' `: $4,608,424 $4;891,704 -$227,812;
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SEWER ENTERPRISE FUND BUDGET
LINE ITEM 2014
2013 2014 Town Mgr Dollar
BUDGET Dept Request Recomm'd Change
'..x Personnel,°'
Salaries, Full-Time 469,191 481,767 314,706 (154,485)
Overtime 35,000 35,000 35,000 -
Longevity 1,082 1,082 1,082 -
Salary Reserve 4,459 - - (4,459)''.
Tot"al' Personriel•Costs ;' $509,732' $51T-,849', $350;788
_ .. `. Ezp'e�nses,
Electricity 95,000 100,000 100,000 5,000
Heating Fuel 10,000 10,000 10,000 -
Engineering Services 3,000 3,000 3,000 -
Repairs & Maintenance 75,000 85,000 85,000 10,000
Equipment Rental/Lease 500 - - (500),
Advertising - 200 200 200
Contracted Services 23,000 23,000 23,000 -
Training & Education 2,700 2,500 2,500 ! (200)
Telephone 10,000 10,000 10,000 ! -
Outside Detail 4,200 4,800 4,800 600
Materials & Supplies 42,000 42,000 42,000 -
Vehicle Fuel 11,000 11,000 11,000 -
Uniforms & Clothing 4,775 4,775 4,775 -
Dues/Memberships& Subscriptions 200 200 200 -
Other Charges & Expenses 5,800 11,800 11,800 6,000
Capital Outlay <$5,000 5,000 10,000 10,000 5,000
Subtotal Expenses ,., $292;175 $3.18,275. $318,275
Debt Service
Principal Long Term 1,231,965 1,248,005 1,248,005 16,040
Interest Long Term 331,890 293,476 293,476 (38,414);;
MWPAT Principal 378,990 400,896 400,896 21,906
MWPAT Interest 57,560 49,623 49,623 (7,937)'
Legal Settlement - - - -
Sewera g e Assessment(GLSD) 1,541,247 1,655,000 1,655,000 113,753
Indirects 529,744 529,744 413,525 (116,219);
Total Ezpense,Costs ,` $4,363",`571 ._ " $4,495;019" "800, r�. $15;229
Total Sewer Dept;;Costs'-' $4,873,303 $5,012,86&;'+ l$4,729588 $1`43,715;
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Water & Sewer Enterprise Funds Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POS. POS.
Water
Administrative Secretary 1 1 0
Ass't Operations Manager 0.5 0.5 0
Ass't WIT Superintendent 0.75 0.75 0
Foreman 0.75 0.25 -0.5
Head Meter Reader 1 0.75 -0.25
HMEO 0.25 0 -0.25
Laborer 1.5 1.5 0
Mechanic 0 1 1
Meter Reader 1 2 1
O/M Chief 0.5 0.75 0.25
Operations Manager 0.25 0.25 0
Senior Water Analyst 1 0 -1
Lab Director 0 1 1
SMEO 0.75 1.25 0.5
WTP Operator 3 4 1
WTP Superintendent 0.5 0.75 0.25
Total 12.75 15.75 3
Sewer
Administrative Secretary 1 1 0
Ass't Operations Manager 0.25 0 -0.25
Ass't WTP Supervisor 0 0 0
Foreman 0.5 0.5 0
HMEO 0 0.25 0.25
Laborer 0 0 0
Mechanic 4 3.5 -0.5
O/M Chief 0.5 0.25 -0.25
Operations Manager 0.25 0.25 0
Senior Foreman 0.25 0.25 0
SMEO 0.75 0.25 -0.5
WTP Operator 1 0 -1
WTP Superintendent 0.5 0.25 -0.25
Total 9.00 6.5 -2.5
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Overview
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Stevens Estate Enterprise Fund Summary
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The Stevens Estate Enterprise Fund is a Town fund which is separated from others and dedicated
to tracking and reporting all activities associated with the operation of a function facility located
on the grounds of the Stevens Estate. The Estate was built in 1886 by Moses T. Stevens and
acquired in 1995 by the Town of North Andover to protect and preserve the buildings and
grounds. Enterprise funds by State law are required to be self-sustaining; this requires that
revenues from operations are sufficient to fund all direct and indirect expenditures of the fund.
For FY 14, the sources and uses of funds in the Stevens Estate Enterprise Fund Budget total
$271k and are almost exclusively derived from event revenue.
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Stevens Estate Carriage House
Photo courtesy ofKaffeeKang
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STEVENS ESTATE
MISSION STATEMENT
Operate and maintain an event center that meets the needs of The Stevens Estate and North
Andover's residents. Support local business and regional tourism. Provide outstanding customer
service. Strive to build community identity through a variety of recreational, educational and
community events.
SIGNIFICANT CHANGES
There were no significant changes to The Stevens Estate this fiscal year.
PRIOR YEAR ACCOMPLISHMENTS
• Completed fiscal year with positive cash balance
• Reviewed and stabilized expenses
• Booked many prime dates for FY14
• Completed two significant capital projects—exterior masonry repairs, and replacement of
windows at Main House
FYl4 GOALS
• To expand marketing/advertising efforts by:
➢ building a regional identity for The Stevens Estate as the place to utilize and
experience the history of the Merrimack Valley area;
➢ building awareness, both locally and regionally, for holding events and conferences at
The Stevens Estate; and
➢ marketing The Stevens Estate as a premier place to hold an event.
• To build understandin g and support for The Stevens Estate in the Town of North
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Andover by providing relevant literature and hosting community events
• To continue making a profit while still improving on the building and operations of The
Stevens Estate
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STEVENS ESTATE ENTERPRISE FUND BUDGET
LINE ITEM 2014
2012 2013 Town Mgr Dollar
ACTUAL BUDGET Recmm'd Change
Personnel
Salaries, Full-Time 45,676 50,000 46,125 (3,875)'
Wages, Part-Time 37,229 50,000 ! 50,000 -
Longevity - -
Total. Personnel Costs $82,9U,6
« - -
MEzpenses°
Electricity 9,121 11,434 11,434 -
Heating Fuel 20,986 19,200 19,200 -
Water 1,999 3,300 3,500 200
Repairs & Maintenance 4,269 6,500 6,500 -
Equipment Rental 24,290 21,550 25,000 3,450
Laundry Service 4,487 7,700 7,700 -
Advertising 7,099 !: 6,400 7,000 600
Contracted Services 40 ! 576 576 -
Food Delivery 57 500 500 -
Training and Education - - - -
Refunds - 1,584 1,584 -
Liquor, Beer&Wine 15,333 ! 17,231 17,231 -
Telephone 2,825 2,700 2,700 -
Postage Services 41 - - -
Bank Credit Card Charges 2,886 3,229 4,500 1,271
Office Supplies 1,875 1,000 1,500 500
Materials/Supplies 4,520 2,364 2,364 ! -
Buildings and Grounds 22,319 12,100 15,000 2,900
Liquor License 3,100 3,100 3,000 (100)
Other Charges & Expenses 411 100 100
F Subtotal Expenses $125,65,8 $120,468` $129389' $8,921
Indirects 46,460 46,460 46,460 -
:;Total;Expense Costs $,172,118 $166,928 $175,849
(Total: Stevens Dept Costs $255,024 $266,;928, $271;974
Stevens Estate Personnel Listing
FY13 FY14
STAFF STAFF VARIANCE
Department Title POs. POS.
Stevens Estate Director 1 1 0
Total 1 1 0
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FY14
CAPITAL IMPROVEMENT PROGRAM
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Town of North Andover
Office of the
Town Manager
North Andover Town Hall
120 Main Sheet °•
North Andover, MA 01845
e-mail:
Andrew W. Maylor amaylor @townofnorthandover.com Telephone (978)688-9510
Town Manager Fax (978)688-9556
December 13, 2012
Chairman William Gordon and the North Andover Board of Selectmen
Dear Board Members:
Pursuant to Chapter 9, Section 5 of the Town Charter I hereby submit to you for your
consideration the Town Manager's recommended Capital Improvement Plan(CIP) for the
General Fund and the Town's Enterprise Funds for FY14 through FYI 8. The evaluation of CIP
requests remains true to the process of the prior years in that each project is rated and scored
based upon accepted ranking criteria.
As I have stated on many occasions the goal of my tenure as your Town Manager will be to
implement practices which will result in establishing a sustainable municipality and ensure the
stewardship of town assets. Therefore,the Town's capital program must address the need to
maintain our infrastructure and increase our ability to efficiently deliver services while
controlling debt service as a percentage of operating revenues. To those ends,this plan once
again requests funding for annual building maintenance,roadway improvements,the adopted
Facilities Master Plan and information technology enhancements. Consistent annual capital
investments in each of those categories will help us address the long list of deferred maintenance
projects while being more proactive in the future.
As you may recall, in last year's CIP transmittal letter I stated the following "In my professional
opinion, continuing the practice of maintaining debt service levels at five to six percent of
revenues is unsustainable if we desire to maintain core services at today's levels into the future".
This General Fund CIP continues the process of lowering that percentage to between 4.50% and
4.75% (currently at 5.45%) and pursuing the targeted 25%-28% for the utility Enterprise Funds
(currently in excess of 40%). Although I also noted last year as well that altering the course
from the previous debt service policy will take several years, I am pleased to inform the Board
that this plan achieves those goals in fiscal 2015 for the General Fund and fiscal 2017 for the
Enterprise Funds.
Additionally, I have determined that past operating budgets have not included sufficient"pay-as-
you-go"funding of specifically identified capital projects to support the sustainability goal.
Therefore,this year's CIP assumes that all requests for rolling stock(vehicles) with a cost of less
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than$50,000 will be included i n the budgets of the respective requesting departments, if the
project is approved. Although, I feel the $25k minimum standard for a project to qualify as a
CIP item is appropriate, altering the past practice when the budget allows is a sound financial
initiative.
This CIP retains the enhancements made in previous years by including information on other
sources of funding that are used for projects, such as state funded Chapter 90 dollars to be used
to improve roadways,the repurposing of unused bond proceeds for various Enterprise Fund
projects and Community Preservation Funding to be used to offset the cost of certain facilities
and open space improvements
The recommended CIP for FY14-18 calls for total funding during the five year period of
$40,595,944 with$33,062,563 of this total dedicated to General Fund projects, $4,391,000 for
the Water Enterprise Fund and$3,142,381 for the Sewer Enterprise Fund. Of this amount
$6,973,315 will be funded from outside sources, including unused bond proceeds from
previously approved projects, with the remainder of$33,622,629 being bonded for periods of
time ranging from 5 years to 20 years depending on the type of project or equipment.
For FY14, General Fund Projects have a total cost of$6,637,631, $5,495,091 net of outside
sources. The Water Enterprise Fund seeks $440,000 in FY14, $3211 net of excess bond
proceeds, and the Sewer Enterprise Fund recommendation is $2,312,381 with all of that cost
borne by excess bond proceeds.
I am recommending the continued funding of the approved Facilities Master Plan during the next
five years. The first phase of the plan,having been funded in the current fiscal year, is well under
way. With the funding requested in the upcoming year we will see the construction of a new
school administration central office,the construction of a Kittredge School gymnasium and the
design of a new central fire station. During this CIP five year period we will also create a new
space at town hall for the Community Development Division,plan for expanded classrooms to
address potential space needs and expand the existing senior center. With more than$5 million
recommended for street and sidewalk improvements and repairs the continued commitment to
this category remains intact for this CIP. Other notable projects within the CIP are the ongoing
enhancements to technology within the School Department and throughout the town and our
focus on addressing the significant deferred maintenance in our public buildings.
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We have the rare opportunity over the next decade to take significant strides as a community in
improving our capital assets and infrastructure while lowering the impact of debt service on our
budget. As'one my mentors said often"plan the work,work the plan". We have very a good
plan and I respectfully request your support for this CIP. I would like to thank Town
Accountant/Budget Director Lyne Savage and Assistant Town Manager Ray Santilli for their
invaluable assistance in developing the CIP. Both Lyne and I are available to respond to any
questions or requests for information that you may have.
Sincerely,
Andrew W. Maylor
Town Manager
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Capital Improvement Program
Executive Summary
This section is from the Town Manager Recommended Capital Improvement Program submitted
in December and which will be presented at the May 21, 2013 Annual Town Meeting.
In compliance with Section 5 of the Town Charter the Town Manager respectfully submits the
following five-year Capital Improvement Program (CIP). The Town's annual program"Building
for the Future"FY2014-2018 follows the planning framework established in last year's
documents and sets forth North Andover's continued commitment to a coordinated multi-year
capital asset investment program. The Fiscal Year 2014-2018 CIP is developed in a manner that
lends itself to being useful as a budget and planning tool as well as a user friendly document to
the reader. The CIP is a multi-year fiscal planning document that identifies long-term
improvements to the Town's infrastructure and facilities and provides a program for prioritizing,
scheduling and funding. It is comprised of two parts: a capital budget,which is the upcoming
fiscal year's plan; and a capital program, which is a window into the capital needs of the
community. It should be noted that the CIP is not a static process. The creation of this CIP is
based on the best available information at the time of development with some projects requiring
additional price and scope information. However, circumstances during the budget year and out-
years, do change which may require a change in plan. This plan is a forward looking document
designed to inform the community in the broadest possible way of the potential needs and
demands they may be facing.
Capital Improvement Program
A capital improvement program is a fiscal planning tool that documents the Town's capital asset
needs,ranks the needs in order of project priority, and schedules projects for funding and
implementation. The CIP is a dynamic process and one that is likely to change from year to year.
The process provides the opportunity to plan for major expenditures in the future while
evaluating new and current projects based on up to date data. The CIP is a composite of the
Town's capital needs,tempered by current and future financial capability.
What is a capital improvement?
A capital improvement is a major, non-routine expenditure for new construction, major
equipment purchase, or improvement to existing buildings,facilities, land or
infrastructure,with an estimated useful life of five(5)years or more, and a cost of$25,000
or more.
Among the items properly classified as capital improvements are:
♦ New public buildings, or additions to existing buildings, including land acquisition costs and
equipment needed to furnish the new building or addition for the first time;
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♦ Major alterations, renovations, or improvements to existing buildings which extend the useful
life of the existing buildings by five (5) years;
♦ Land acquisition and/or improvement, unrelated to a public building, but necessary for
conservation or parks and recreation purposes;
♦ Major equipment acquisition,replacement or refurbishment, with a cost of at least$25,000, and a
useful life of at least five (5) years, including data processing equipment;
e New construction or major improvements to the Town's physical infrastructure, including streets,
sidewalks, stormwater drains,the water distribution system, and the sanitary sewer system,
which extend the useful life of the infrastructure by at least five (5)years, and
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♦ A feasibility study or engineering design services which are related to a future capital
improvement.
What are the benefits of a capital improvement proLram?
e Facilitates coordination between capital needs and the operating budgets;
♦ Enhances the community's credit rating through improved fiscal planning and avoids sudden
changes in its debt service requirements;
♦ Identifies the most economical means of financing capital projects;
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♦ Increases opportunities for obtaining federal and state aid;
♦ Relates public facilities to the Town's strategic plan or public and private development and
redevelopment policies and plans;
♦ Focuses attention on community objectives and fiscal capacity;
♦ Keeps the public informed about future needs and projects;
♦ Coordinates overlapping units of local government to reduce duplication, and encourages careful
project planning and design to avoid costly mistakes and reach goals.
Creatine the Capital Improvement Program
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The Town developed an administrative process that established policies and procedures for
submitting and evaluating projects. This includes:
♦ Instructions for identifying and submitting projects;
♦ A schedule for the submission of projects, and
♦ A method of evaluating and ranking projects.
Process Overview
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The following steps guide the capital plan process:
♦ The Town Manager sets a schedule for completing the CIP process;
♦ The status of previously approved projects are determined;
♦ Project requests are solicited and entered into the Town's CIP automated software system;
♦ Town Manager reviews and evaluates each project in accordance with ranking methodology;
♦ A recommended method of financing is proposed for each project;
♦ The Town Manager informs departments as to the approved priority of projects;
0 The Town Manager submits the proposed CIP to the Board of Selectmen and Finance
Committee;
s Finance Committee hold public hearings on the Town Manager's recommendations:
e Board of Selectmen and Finance Committee adopt CIP program;
♦ Town Manager submits annual capital article for Town Meeting authorization.
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Capital Program Categories
In an effort to gain consistency in categorizing and evaluating projects this program is divided
into the following five "Program Categories".
Land - The acquisition through purchase, long term lease, with or without conditions, of
undeveloped real estate. If the acquisition of land is associated with the acquisition of a building
or an infrastructure project,the project should be categorized in those respective categories.
Building- The replacement, renovation, addition to, construction or acquisition through
purchase or long-term lease of a building structure or a major component thereof.
Infrastructure—This category would include such things as water and sewer pipes,pumping
stations, roadwork, sidewalks,traffic signals, drainage systems and other improvements of a
lasting nature but not related to building structures.
Equipment (Rolling)—All equipment that meets the definition of a capital project item that is
capable of self-propulsion from one location to another.
Equipment (Non-rolling)—All other equipment that meets the definition of a capital project
item. The item may be transportable, however, if it is capable of moving under its own power it
should be classified under"Equipment(rolling)". If the item is a piece of equipment that is
intended to be permanently installed in a building such as an air conditioner or a furnace, that
item should be classified under"Building".
Capital Program Priorities
Given the current budgetary environment that limits the amount of funds available each year for
capital projects, it is necessary to prioritize the capital requests so as to stay within the Town's
financial capabilities. To this end the Town will follow the same system utilized in last year's
program that seeks to numerically rate projects based on six weighted criteria including overall
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fiscal impact, legal mandates, advancement of the Town master plan, impact on service to the
public, urgency of maintenance needs,whether prior phases have been funded and division
priority. Generally, the project receiving the highest number of points is funded first,then the
project with the next highest score is funded next, and so on until the pool of available funds is
depleted for that particular fiscal year with departures from this method allowed for multi-year
projects and/or large building projects. This disparity is necessary because large building projects
often times receive high priority but if they were to be funded in one year the resulting debt
service would exceed prudent debt limits. Therefore these types of projects are distributed
throughout the five year plan and certain large-scale projects may require a proposition 2 1/2
exemption vote in an attempt to avoid overwhelming the tax levy limit. The process is then
repeated in subsequent years.
In addition, a capital budget plan is a fluid document subject to change each year as priorities
change and additional information is becomes available. As a result, a project, which had a
priority score in a previous edition of the capital plan, may have a different score in subsequent
year updates. After the first year of the capital plan, the information provided in the subsequent
years is not so much to provide as a formal "pecking order", but instead to identify trends far
enough in advance to address problems in a rational and timely manner.
Capital Program Fund Impacts
One of the most difficult challenges facing the Town today is to establish an investment in its
capital assets while successfully managing the financial impact on both the General and
Enterprise Fund budgets. In light of the importance of creating this planned program of
infrastructure repair and replacement,the Town is committed to maintaining an annual Capital
Budget, with the goal of reversing the effects of years of deferred maintenance.
In keeping with the adopted financial policies that recommend a limit of net debt service to
between 3-5%of the Town's net revenues.Net debt and net revenue represents the total debt
service/revenue less amounts authorized as excluded from proposition 2 1/2 and School Building
Assistance.
While these levels are subject to change given the nature of the CIP process, the FY2014-2018
CIP includes general fund project requests totaling approximately$28.8 million over the five
years of which$5.4 million will be authorized in Fiscal Year 2014. Enterprise Funds CIP request
totaled approximately$7.5 million over five years in bonds and$3 million will be authorized in
Fiscal Year 2014. The financial impact of the CIP on the General and Enterprise Funds debt
service are discussed below.
Debt Service Impact on the General Fund
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In an effort to balance the cost of debt service throughout the program,projects regardless of
departmental ranking are placed in outlying years also consistent with this methodology some
"major"projects were placed in outlying years regardless of manager and departmental ranking
also certain large scale projects may require a proposition 2 %2 exemption vote in an attempt to
avoid overwhelming the tax levy limit.
The table below outlines the projected costs of General Fund Debt Service resulting from this
CIP and the funding plan adherences to the Town debt policy.
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GENERAL FUND
Revenue Summary Projected Projected Projected Projected Projected
FY 2014 FY 2015 FY 2016 FY 2017 FY 2018
Property Taxes(Net of Debt Exclusions) 61,781,444 63,888,997 66,086,222 68,338,3781 70,646,837
Debt Exclusions 1,759,396 1,748,750 1,909,363 1,894,402'' 1,882,868
Tax Title 0 0. 0 0 0
Local Receipts 8,845,336 9,133,581 9,361,921 9,595,969' 9,835,868
State Aid(Cherry Sheet) 9,023,483' 9,259,373' 9,913,292 10,161,124' 10,415,152
State Aid(MSBA) 412,131 412,131 0 0 0
Interfund Operating Transfers 1,637,763 1,678,707, 1,720,675 1,763,692 1,807,784
Reserves and One Time Revenues 0 0 0 0 0
Free Cash 0 0 0 0', 0'
Total All Revenue 83,459,553 86,121,539 88,991,473 91,753,565 94,588,509;
General Fund Obligation Debt Service 6,135,279 4,654,073, 4,168,961 3,894,831! 3,580,114.
PNAuthorized CIP Unissued 239,911 220,064 221,084 217,004 212,924
Less GLSD Credit for Police Station Debt 141,337 -144,870! -148,492 -152,204] -156,009
Less School Comm.Programs to Pre-School Debt -62,700 -61,350 0 01 0
Subtotal 6,171,153 4,667,917 4,241,553 3,959,631 3,637,029'.
New Excluded CIP 0 0 0 0', 0
New Non-Excluded CIP 0 678,134 1,629,245' 2,123,025 2,577,117
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Total Debt Service 6,171,153 5,346,051 5,870,797 6,082,656: 6,214,145
Less:
Debt Exclusions(Existing and Proposed) 1,828,322 1,817,676 1,978,289 1,963,328 1,951,794'
-Excluded SBA Reimbursement 0 0 0 0 0!
-Debt Exclusion Adjustment 0 0! 0, 0' 0
-SBA State Reimb-interest on HIS -68,926 -68,926 -68,926 -68,926 -68,926;
-Bond Premium
Net Exclusions 1,759,396 1,748,750 1,909,363 1,894,402! 1,882,868'
Total Debt Service 6,171,153 5,346,051' 5,870,797' 6,082,656, 6,214,145
Less:Debt Exclusions 1,828,322 -1,817,676, -1,978,289 -1,963,328] -1,951,794
Net Debt Service(Non Excluded Debt)-less credits glsd&Sch 4,342,832 3,528,376 3,892,508 4,119,328 4,262,352
Increase of Net Debt Service over PY 51,899 814;456 364,132; 226,819 143,024
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Estimated Total Revenue 83,459,553 86,121,539 88,991,473, 91,753,5651 94,588,509
Less:
Reserves and One Time Revenues 0 0, 0 0':. 0
Debt Exclusions 1,828,322 -1,817,676; -1,978,289 -1,963,328, -1,951,794
Free Cash 0 0'. 0 0 0'
Non-excluded SBA -412,131 -412,131'! 0 0 0'
Net Revenue 81,219,100 83,891,732! 87,013,184 89,790,237 92,636,715
Net Debt Ratio 5.35% 4.21% 4.47% 4.59% 4.60%
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TOWN OF NORTH ANDOVER
CAPITAL IMPROVEMENT PROGRAM
SUMMARY OF TOWN MANAGER RECOMM'D FY14 CAPITAL IMPROVEMENT PROJECTS
FY14 FY14 Town
Department Mgr Funding Other Funding
Purpose Request Recmm'd Sources Sources
Public Works
Roadway Improvements 1,115,000 1,115,000 Bond Excess Bond Proceeds
Sidewalk Reconstruction 75,000 75,000 Bond
Equipment Front End Loader 230,000 230,000 Bond
Dale Street Athletic Field 300,000 300,000 CPA&Special Rev
Equipment Tractor&Brush Cutter 125,000 125,000 Bond
Water&High Street Light,Intersection,Road&Streetscape 110,000 110,000 Bond Excess Bond Proceeds
1,955,000 1,955,000
Fire Dept
Replace 2008 Ambulance 260,000 260,000 Bond
260,000 260,000
Facilities
Building Maintenance 150,000 150,000 Bond
IT Room Air Conditioning 76,839 76,839 Bond
226,839 '226,839
Town Manager/Selectment
Faciliti es Master Plan Implementation 3,895,500 3,895,500 Bond
3,895,500 3,895,500
Information Technology
Municipal IT/GIS 50,000 50,000 Bond
School IT 127,131 127,131 Bond
177,131 177,131
Education
.District Wide Paving 100,000 100,000 Bond
100,000 100,000
Total General Fund Capital Projects 6,614,470 ; 6,614,470
Water
Replacement of carbon filter actuators 220,000 220,000 Excess Bond Proceeds
Emergency power upgrade WTP 220,000 220,000 Bond Excess Bond Proceeds
Subtotal Water 440,000 440,000
Sewer
School St&Bunkerhill St Sewer Replacement 300,000 300,000 Excess Bond Proceeds
Improvements to various sewer pump stations 2,312,381 2,312,381 Excess Bond Proceeds
Subtotal Sewer 2,612,381 2,612,381
Total Enterprise Fund Capital Projects 3,052,381 3,052,381
Total All Capital Projects 9,666,851
less total excess bond proceeds to off set bond issue ($3,873,315) ($3,873,315)
Total Projected Bond issue 5,793,536 5,793,536
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TOWN OF NORTH ANDOVER
PROJECT REQUEST RATING SHEET
DESCRIPTION OF RATING CRITERIA AND SCALES
CRITERIA A-OVERALL FISCAL IMPACT
Weight 4
Rationale: Limited resources for competing projects require that each project's full impact on
the Town's budget be considered in rating and evaluating projects. Projects that are self-funded
or have a large proportion of external funding will receive higher ratings than those that do not.
Considerations: Ratings for this factor will consider these major points:
A. Capital cost of the project relative to all other project requests.
B. Impact of project on Town operating costs and personnel levels.
C. Whether project requires Town appropriations or is funded from agency,
grant funds,matching funds, or generated revenue.
D. Impact on Town tax revenue or fee revenue.
E. Will external funding be lost should project be delayed?
Illustrative Ratings:
5-Project requires less than 10% Town funding.
4-Project requires less than 50% Town funding.
3-Project requires more than 50% Town funding, decreases operating costs and
increases Town revenues.
2-Project requires more than 50% Town funding, increases operating costs and
increases Town revenues.
1-Project requires more than 50% Town funding, decreases operating costs and
decreases Town revenues.
0-Project requires more than 50%Town funding, increases operating costs and
decreases Town revenues.
CRITERIA B-LEGAL OBLIGATIONS AND COMPLIANCE WITH MASTER PLAN
Weight: 4
Rationale: Some projects are virtually unavoidable due to court orders, federal mandates, or
state laws that require their completion. In addition,projects that advance the stated goals of the
Town's Master Plan should receive higher consideration than those that don't. This criterion
evaluates both the severity of the mandate and the degree of adherence to the Town's Master
Plan.
Considerations: Ratings for this factor will consider these major points:
A. Whether an agency is under direct court order to complete this project.
B. Whether the project is needed to meet requirements of federal or state
legislation.
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C. Whether the project advances one or more of the goals of the Town Master
Plan.
Illustrative Ratings:
5-Agency currently under court order to take action.
4-Project is necessary to meet existing state and federal requirements.
3-Project advances more than one of the goals of the Town's Master Plan.
2-Project advances one of the goals of the Town's Master Plan.
1-Legislation under discussion could require project in future.
0-No legal or Master Plan impact or requirements.
-1-Project requires change in state law to proceed. j
-2-Project requires change in federal law to proceed.
CRITERIA C-IMPACT ON SERVICE TO THE PUBLIC
Weight: 3
Rationale: Consideration will be given to capital projects that address health, safety,
accreditation or maintenance issues as well as improved service of an agency.
Service is broadly defined, as the Town's objective to meet the health, safety or
accreditation needs of the population and/or improved operations of an existing
department.
Considerations: Ratings for this factor will consider these major points:
A. Whether the service is already being provided by existing agencies.
B. Whether the project has immediate impact on service, health, safety,
accreditation or maintenance needs.
C. Whether the project focuses on a service that is currently a"high priority"
public need.
Illustrative Ratings:
5-Service addresses an immediate public health, safety, accreditation, or
maintenance need.
4-Service is improved and addresses a public health, safety, accreditation, or
maintenance need..
3-Service is greatly improved.
2-Service is improved.
I-Service is minimally improved and addresses a public health, safety,
accreditation, or maintenance need.
0-Service is minimally improved.
CRITERIA D-URGENCY OF MAINTENANCE NEEDS
Weight: 3
Rationale: The Town's most immediate goal in both capital and operating finance is to
maintain current services expected by citizens,businesses, and visitors. Capital projects that are
essential to maintain service,protect investment, or restore service that has been interrupted due
to failure of capital assets will receive the highest rating in this criterion.
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Considerations: Ratings for this factor will consider these major points:
A. Whether service is currently interrupted.
B. Whether the project as requested will result in full restoration of service.
C. Whether the project is the most cost-effective method of providing or maintaining
service.
D. Where service is not currently interrupted, the likelihood that it will be in the next
five years if the project is not funded.
E. Whether costs of the project will increase (beyond inflation) if the project is
delayed.
F. Whether the agency has prepared a comprehensive
maintenance/rehabilitation/replacement schedule and the project is due under that
schedule.
Illustrative Ratings:
5-Service is currently interrupted and the project will restore service in the most
cost-effective manner possible.
4-Service is likely to be disrupted in the five-year horizon if project is not funded.
3-Project is necessary to maintain orderly schedule for maintenance and
replacement.
2-Cost of Project will increase in future (beyond inflation) if it is delayed at this
time.
1-Minor risk that cost will rise or service will be interrupted if project is not
funded.
0-There is no financial or service risk of delaying or not funding the project(e.g.,
the project is new and has no impact on current service).
CRITERIA E—PRIOR PHASES Weight: 2
Rationale: Some projects need to be developed in phases due to their complexity of size. In
such cases,the need has already been established by prior commitment of funds to existing
projects. Therefore, continuation of the project will be given higher consideration:
Considerations: Ratings for this factor will consider these major points:
A. Whether the project has received prior funds.
B. Whether the project requires additional funding to be operational.
Illustrative Ratings:
5-All but the final phase has been fully funded.
4-Multiple phases have been fully funded.
3-Multiple phases have been partially funded.
2-First phases has been fully funded.
1-First phases has been partially funded.
0-No prior phases have been funded or partially funded.
CRITERIA F=DEPARTMENTAL PRIORITY Weight: 2
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Rationale: Divisions are expected to provide an indication of which projects are most important
to their mission.
Considerations: Ratings for this factor will consider these major points:
A. Departmental ranking of each individual project.
B. The total number of project requests that are tuned in by entities.
Illustrative Ratings:
5-Top 20% of highest departmentally ranked project requests.
4-20%of next highest departmentally ranked project requests.
3-20% of next highest departmentally ranked project requests.
2-20% of next highest departmentally ranked project requests.
1-Bottom 20% of all project requests.
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GENERAL FUND CAPITAL BUDGET CRITERIA POINT SCHEDULE
Criteria Criteria Criteria Criteria Criteria Criteria Score.Score Score Score Score'Score
_Total General Fund Project Department EstTotalCost A B C D E F A B C D E F
70 Replace 2008 Ambulance Fire $ 260,000 3 4 4 4 4 5 12 16 12 12 8 10
66 Roadway Improvements DPW Street&Sidewalks $ 5,115,000 3 3 5 3 4 5 12 12 15 9 8 10
53 Sidewalk Reconstruction DPW Street&Sidewalks $ 375,000 3 2 4 3 2 4 12 8 12 9 4 8
49 Building Maintenance Facilities-Municipal $ 750,000 3 2 2 3 2 5 12 8 6 9 4 10
47 Equipment-Front End Loader DPW Fleet Maint $ 230,000 1 0 4 5 4 4 4 0 12 15 8 8
47 Dale Street Athletic Field DPW Structures&Grounds $ 300,000 5 0 3 4 0 3 20 0 9 12 0 6
47 District-WidePavingIssues SchoolDeparhnent $ 100,000 1 2 4 3 2 5 4 8 12 9 4 10
47 Facility Master Plan Implementation Selectmen/Manager $ 19,534,170 1 2 4 3 2 5 4 8 12 9 4 10
43 IT Room AC Facilities-Municipal $ 76,839 1 0 4 5 2 4 4 0 12 15 4 8
41 Municipal,IT/GIS IT-Municipal $ 250,000 3 0 2 3 2 5 12 0 6 9 4 10
38 Equipment-Tractor&Brush Cutter DPW Fleet Maint $ 125,000 1 0 3 3 4 4 4 0 9 9 8 8
32 Equipment-Sweeper DPW Fleet Maint $ 185,000 1 0 4 4 0 2 4 0 12 12 0 4
32 School IT IT-Schools $ 538,435 1 0 3 3 0 5 4 0 9 9 0 10
Water&High Street Light,Intersection,Road,
31 Streetscape Improvements DPW Street&Sidewalks $ 2,425,000 1 0 4 3 0 3 4 0 12 9 0 6
31 Replace 2008 Fire Department Ambulance Fire $ 270,000 2 0 2 3 2 2 8 0 6 9 4 4
27 Equipment-6 Wheel Dump Truckw/sander Annually DPW Fleet Maint $ 320,000 1 0 3 4 0 1 4 0 9 12 0 2
25 Sprinklers at Atkinson and Franklin School Department $ 887,955 1 0 4 1 0 3 4 0 12 3 0 6
24 Carpet Replacement(Districtwide) School Department $ 375,164 1 0 1 3 0 4 4 0 3 9 0 8
20 Equipment-Backhoe DPW Fleet Maint $ 95,000 1 0 1 3 0 2 4 0 3 9 0 4
17 Sport-Turf Field Surface Replacement School Department $ 850,000 1 0 0 3 0 2 4 0 0 9 0 4
$ 33,062,563
ENTERPRISE FUND CAPITAL BUDGET CRITERIA POINT SCHEDULE
Criteria Criteria Criteria Criteria Criteria Criteria Score Score Score Score Score Score
Total Sewer Project Department EstTotalCost A B C D E F A B C D E F
54 School St and Bunkerhill St Sewer Replacements Sewer $ 300,000 1 4 4 4 0 5 4 16 12 _ 12_ 0 10
52 Hnprovements to Various Sewer Pump Station. Sewer $ 2,462,381 1 4 4 4 0 4 4 16 12 12 0 8
0 Replacement of Sewer Utility Truck 952 Sewer $ 80,000 0 0 0 0 0 0 0 0 0 0 0 0
0 Osgood Street Sewer Preliminary Design Sewer $ 300,000 0 0 0 0 0 0 0 0 0 0 0 0
$ 3,142,381
Criteria Criteria Criteria Criteria Criteria Criteria Score Score Score Score Score Score
_Total Water Project Department EstTotalCost A B C D E F A B C D E F
52 Replacement of Carbon Filter Actuators Water $ 220,000 1 4 4 4 0 4 4 16 12 12 0 8
47 Emergency Power Upgrade WTP Water $ 220,000 1 4 4 3 0 3 4 16 12 9 0 6
0 Water Meter Replacement Program Water $ 240,000 0 0 0 0 0 0 0 0 0 0 0 0
0 Demolition of Pumping Stations Water $ 265,000 0 0 0 0 0 0 0 0 0 0 0 0
0 WTP Process Control Computer Water $ 400,000 0 0 0 0 0 0 0 0 0 0 0 0
0 Water Main Replacement Water $ 500,000 0 0 0 0 0 0 0 0 0 0 0 0
0 Flocculation&Sedimentation Building Water $ 415,000 0 0 0 0 0 0 0 0 0 0 0 0
0 Water Treatment Plant Solar Power Water $ 376,000 0 0 0 0 0 0 0 0 0 0 0 0
0 Water Plant Clearwell Baffles Water $ 300,000 0 0 0 0 0 0 0 0 0 0 0 _ 0
0 Interconnections Water $ 500,000 0 0 0 0 0 0 0 0 0 0 0 0
0 Valve&Hydrant Replacements Water $ 200,000 0 0 0 0 0 0 0 0 0 0 0 0
0 Corrosion Study and Repairs of WTP Piping Water $ 330,000 0 0 0 0 0 0 0 0 0 0 0 0
0 Backwash Tank Extension Water $ 350,000 0 0 0 0 0 0 0 0 0 0 0 0
0 Replacement of Water Truck 954 Water $ 75,000 0 0 0 0 0 0 0 0 0 0 0 0
_ _ _ _ $ 4,391,000 _ _ _
- Total all projects all years $ 40,595,944 _
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CAPITAL IMPROVEMENT PROGRAM
FY14 Project Details
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Town of North Andover
Capital Project
Division: Fire Priority: 1
Department: Fire Type: Replacement
Project: Replace 2008 Ambulance Cost Basis: Vendor Quote
Category: Equip(Rolling)
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FY 2014 FY 2015 FY 2016 FY 2017 FY 2018
$260,000.00 $0.00 $0.00 $0.00 $0.00 $260,000.00
Funding Source Funding Amount
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A General Fund $260,000.00
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Description:
It is my intention to replace the current Ambulance#2 with a new ambulance in Fiscal Year 2014.The vehicle for which a quote is
attached is a International/Navistar 4300.It is a heavy duty ambulance capable of withstanding the amount of wear and tear that our
ambulances are subject to on a daily basis.Please be advised that the State Fire Chiefs website is expected to have a puchasing list of
ambulance available at that time,similar to the State Bid list that was made availabvle in the past regarding Fire Pumpers.
Justification:
The current Ambulance#2 has been constantly in repair and, as a result,been a drain on the Fire Department budget. Since its'
purchase we have spent approximately$ 10,000.00 in repairs on this vehicle.In addition,if our current backup Ambulance,
Ambulance#3,a 2002 International'is out of service and Ambulance#2 goes out of service,it is necessary to rely on another
community for an ambulance during that timeframe.
Description of item to be replaced:
2002 International
Estimated value of replaced item: $0.00
Schedule for completion of project:
Estimated Annual Impact: $0.00
Explanation:
Submitted by: Andrew Melnikas Submitted Date: 10/9/2012
Fire Chief
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Town of North Andover
Capital Project
Division: Public Works Priority: 1
Department: DPW Street&Sidewalks Type: Improvement
Project: Roadway Improvements Cost Basis: Arct/Eng
Category: Infrastructure
FY 2014 FY 2015 FY 2016 FY 2017 FY 2018
$1,115,000.00 $1,000,000.00 $1,000,000.00 $1,000,000.00 $1,000,000.00 $5,115,000.00
Funding Source Funding Amount
A General Fund $1,240,000.00
B State Grant $3,875,000.00
Description:
The request is for roadway improvements on various streets to upgrade the conditions of the Towns infrastructure. The funds included
ate the both the state Chapter 90 monies and the local fund request that DPW uses to supplement the annual Chapter 90 funds from the
State.The work will consist of crack sealing,milling existing paving and repaving,or reclaiming depending on the specific needs
determined by the Pavement Management Study/Plan.Also,projects may require grading,drainage improvements,repair of curbing
and sidewalks where road construction improvements are being done.Attached is a spreadsheet identifying specific streets,repair
method for both the projects identified for Chapter 90 funds and Local funds being requested under this CIP request for the next five
years. The Pavement Management Study/Plan investigated all roads in Town,rated condition of roads,identified repair methods, and
costs. The Plan allows staff to develop projects,repair methods,and costs as well as ability update plan going forward as projects are
done.
Justification:
Currently the Town receives approxiinately$600,000 to$700,000 annually from Chapter 90 funds,which is consistent with similar
municipalities in size and number of road miles.Chapter 90 is the only regular source that a town has for funding roadway
improvements if local funds are not appropriated.If the Town relies only on Chap.90 it can never fund all the improvements needed
to prevent the roadway system deteriorating to a point where it will cost increasing amounts to improve.Each dollar spent now on
good,fair or poor roads can prevent spending eight to ten dollars later if delayed.The goal here is to supplement the Chap. 90 funding
now on local roads(side streets)where Chap.90 money is used for collectors and major arteries(Salem St.or Mass.Ave.)otherwise
we could never get to these roads.
Description of item to be replaced:
Improvements to existing roadways.
Estimated value of replaced item: $1.00
Schedule for completion of project:
The schedule to complete the work will be accomplished in the fiscal year that the funds are appropriated barring any unforeseen
issues or weather conditions. Contracts for utility work,milling,reclaiming,paving, and stripping are bid every three years during the
winter months.Therefore,there will be no need for preparation of specifications or waiting for bids to be received. Once the funds are
appropriated companies under contract will prepare estimates based on bid prices in the three year contracts,purchase orders will be
issued and the work scheduled. Some work will be completed in the summer/fall construction season(July to November)and
completion of projects will be done in the spring season(April to June). Similar types of work, such as roads for milling and overlay,
will be bundled together to reduce costs.
Estimated Annual Impact: $10,000.00
Explanation:
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In addition to upgrading the infrastructure,improvements will reduce the amount of time and effort repairing deteriorating roads.
Currently a 3 person crew spends five days a week from April to June repairing pavement.Costs for this repair work range from
$10,000 to$20,000 annually for patching asphalt,which is the least efficient method of repairing roads.We receive between 15 to 20
claims per year for damage due to potholes.It is estimated that with an effective pavement management program we can reduce this
patching costs to$5,000 to$10,000 annually and claims to fewer than 5.
Submitted by: Bruce Thibodeau Submitted Date: 10/17/2012
DPW Director
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Town of North Andover
Capital Project
Division: Public Works Priority: 2
Department: DPW Street&Sidewalks Type: Replacement
Project: Sidewalk Reconstruction Cost Basis: Other
Category: Infrastructure
FY 2014 FY 2015 FY 2016 FY 2017 FY 2018
$75,000.00 $75,000.00 $75,000.00 $75,000.00 $75,000.00 $375,000.00
Funding Source Funding Amount
A General Fund $250,000.00
B Other $10,000.00
Description:
Reconstruct existing sidewalks in the older sections of Town with priority given to school areas and elderly housing areas.Attached is
a list of priorities and costs based on the current sidewalk contractor pricing. The$60,000 in FY12 will come from the remaining
balance of approximately$10,000 in Sidewalk Construction Special Revenue Fund 92051626 and the remainder is being requested
from general fund CIP.This special revenue fund was established using mitigation money provided by developers.
Justification:
There are many locations where sidewalks have deteriorated because of age,frost heaving and encroachment of roots from trees
planted adjacent to sidewalks.The program would eliminate the walking hazards of the uneven sidewalks.Costs are based on the
current sidewalk construction contract.
Description of item to be replaced:
Existing Town infrastructure see above.
Estimated value of replaced item: $0.00
Schedule for completion of project:
All work will be done in the fiscal year of appropriation depending on weather conditions. Since three year construction contracts are
existing no specifications or bidding is required. Once funds are available then estimates will be received from contractor,purchase
orders prepared and work scheduled. Some sidewalk work will be done in the summer/fall construction schedule and other in the
spring depending on impacts to school seasons or weather conditions.
Estimated Annual Impact: $0.00
Explanation:
Will reduce patching operations and reduce insurance claims.
Submitted by: Bruce Thibodeau Submitted Date: 10/17/2012
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Town of North Andover
Capital Project
Division: Facilities Priority: 1
Department: Facilities-Municipal Type: New
Project: Building Maintenance Cost Basis: Other
Category: Building
FY 2014 FY 2015 FY 2016 FY 2017 FY 2018
$150,000.00 $150,000.00 $150,000.00 $150,000.00 $150,000.00 $750,000.00
Funding Source Funding Amount
A General Fund - $150,000.00
Description:
building maintenance and repairs to include;roofing masonry cladding foundations&crawl spaces insulation/building envelope
Justification:
water intrusion into buildings causing deterioration of structural components,interior finishes,and building systems.water intrusion
could also potentially cause IAQ issues and mold problems. insulation required at currently"un-insulated"buildings causing large
heat energy loss.masonry p.m.&repairs needed town wide to address the normal wear&tear of the environment
Description of item to be replaced:
building crawl space water mitigation;sealing of foundation openings modification of area wells to stop water intrusion ground water
collection,pumping&removal systems controlled ventilation system(s)roofing:annual p.m., inspection,repairs roofing
modifications to allow for proper stormwater drainage at nabs insulation: attic floor insulation building cladding;repair/replace
defective wood siding,trim,flashing&associated window openings
Estimated value of replaced item: $0.00
Schedule for completion of project:
fy 2014
Estimated Annual Impact: $5,000.00
Explanation:
annual funding of building maintenance account to address on going O&M needs
Submitted by: Steve Foster Submitted Date: 10/25/2012
facilties director
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Town of North Andover
Capital Project
Division: Public Works Priority: 3
Department: DPW Fleet Maint Type: Replacement
Project: Equipment-Front End Loader Cost Basis: Previous Purchase
Category: Equip(Rolling)
FY 2014 FY 2015 FY 2016 FY 2017 FY 2018
$230,000.00 $0.00 $0.00 $0.00 $0.00 $230,000.00
Funding Source Funding Amount
A General Fund $230,000.00
B $0.00
Description:
A new Caterpillar 938K Front end loader for DPW operations.It comes with a 3.4 cubic yard bucket. Specifications are attached.
Justification:
To assure a safe,dependable,well maintained,professional appearing fleet of vehicles available to perform municipal tasks.This new
piece of equipment shall be used year-round on DPW operations such as tree removal,truck loading,various construction projects,
and snow removal.This loader would come with a plow-wing to clear sidewalks around schools as well.Our existing 1996 Caterpillar
Loader has numerous problems-the cab is rotted beyond repair,housung around the heater and AC vents is rotted out,the cab is not
air tight which results in poor vision,the curling bucker arms are wom out,the transmission does not function properly due to age.It
is time to replace this vehicle.
Description of item to be replaced:
Vehicle#63, a 1996 Caterpillar Front End Loader.
Estimated value of replaced item: $5,000.00
Schedule for completion of project:
Purchase new loader in August/September of 2013 when funding becomes available.
Estimated Annual Impact: $2,000.00
Explanation:
Annual cost for repairs to Vehicle 463.
Submitted by: Tim Willett Submitted Date: 10/18/2012
Operations Manager
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Town of North Andover
Capital Project
Division: Public Works Priority: 7
Department: DPW Structures&Grounds Type: New
Project: Dale Street Athletic Field Cost Basis: Other
Category: Land
FY 2014 FY 2015 FY 2016 FY 2017 FY 2018
$300,000.00 $0.00 $0.00 $0.00 $0.00 $300,000.00
Funding Source Funding Amount
A Other $150,000.00
B Comm.Prev.Funds $150,000.00
Description:
Construct new soccerfield at Town Farm opposite Gallagher Field.using funding from special revenue fund(2051657 New Fields)
and Community Preservation
Justification:
The Town needs more athletic fields for youth sports.
Description of item to be replaced:
N/A
Estimated value of replaced item: $0.00
Schedule for completion of project:
Estimated Annual Impact: $0.00
Explanation:
Submitted by: Tun Willett Submitted Date: 10/22/2012
Operations Manager
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Town of North Andover
Capital Project
Division: Education Priority: 1
Department: School Department Type: Improvement
Project: District-Wide Paving Issues Cost Basis:
Category: Infrastructure
FY 2014 FY 2015 FY 16 FY 2017 FY 2018
$100,000.00 $0.00 $0.00 $0.00 $0.00 $100,000.00
Funding Source Funding Amount
A General Fund $100,000.00
Description:
Paving issues at various schools around the district include walkways that have broken up and become trip hazards,driveways that
have potholes and large cracks,and curbing that needs to be replaced.
Justification:
Current conditions present a health hazard as well as the possibility of causing damage to vehicles.
Description of item to be replaced:
Cement and bituminous walkways and driveways, as well as curbing.
Estimated value of replaced item: $0.00
Schedule for completion of project:
Requests for Bids would be issued in early 2013.Bid award would be made in the Spring of 2013.Work would begin at the end of
June,2013 and be completed by September 1,2013.
Estimated Annual Impact: $0.00
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Explanation:
Could help prevent injuries and damages from accidents due to deteriorated conditions.
Submitted by: Jim Mealey Submitted Date: 10/24/2012
School Chief Operations Officer
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Town of North Andover
Capital Project
Division: Administration Priority: 1
Department: Selectmen/Manager Type: New
Project: Facility Master Plan Implementation Cost Basis: Arct/Eng
Category: Building
FY 2014 FY 2015 FY 2016 FY 2017 FY 2018
$3,895,500.00 $6,377,767.00 $4,372,003.00 $3,988,900.00 $900,000.00 $19,534,170.00
Funding Source Funding Amount
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A General Fund $3,895,500.00
Description:
FY14$2,425,500 Renovation/replacement of former police station to construct School Department administration building$ 810,000
Pre-fabricated gym structure at Kittredge Elementary School$660,000 OPM and Architect Services for new Fire Station 1 FYI
$5,940,000 Construction of new Fire Station 1 $437,767 OPM and Architect Services for renovation of former Fire Station 1 into
offices for Community Development Division FYI$3,939,903 Renovation of former Fire Station 1 into offices for Community
Development Division$432,100 OPM and Architect Services for expansion of Senior Center FY17$3,888,900 Construction costs for
expansion of Senior Center$ 100,000 Architect Services for renovation/expansion of school classrooms FYI $900,000 Construction
costs for renovation/expansion of school classrooms
Justification:
Projects per the Facilities Master Plan produced by The Cecil Group in May 2012 and presented to 2012 Annual Town Meeting.
Description of item to be replaced:
Estimated value of replaced item: $0.00
Schedule for completion of project:
Estimated Annual Impact: $0.00
Explanation:
Submitted by: Andrew Maylor Submitted Date: 11/15/2012
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Town of North Andover
Capital Project
Division: Facilities Priority: 2
Department: Facilities-Municipal Type: Replacement
Project: IT Room AC Cost Basis: Vendor Quote
Category: Building
FY 2014 FY 2015 FY 2016 FY 2017 FY 2018
$76,839.00 $0.00 $0.00 $0.00 $0.00 $76,839.00
Funding Source Funding Amount
A General Fund $76,839.00
Description:
Perform engineering study of IT"head end"room.Provide supplemental/upsized cooling system capacity and emergency ventilation
system. The IT`head end'room which is located at the basement of the town hall requires cooling air conditioning 365/24/7 due to the
large amount of heat emitted by the computer equipment.The existing air conditioning system was installed ca 2005 and is not
capable of providing adequate cooling for this space.The IT equipment must be kept at an optimal operating temperature of 70
degrees F. The IT equipment will not perform properly at higher temperatures. This `head end'room is a data center for the entire
town and must remain functional so that all computer related equipment can perform properly.
Justification:
Current cooling system is undersized to handle the installed IT equipment sensible heat gain.the IT room winter season cooling is
further compromised by the lack of main building cooling system(town hall hvac system can only deliver one mode of conditioning at
a time).The existing roof mounted condenser cooling equipment has had two(2)outages since July 2012.
Description of item to be replaced:
Mitsubishi ductless split cooling system.
Estimated value of replaced item: $0.00
Schedule for completion of project:
Immediate.
Estimated Annual Impact: $0.00
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Explanation:
Submitted by: Steve Foster Submitted Date: 10/24/2012
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Town of North Andover
Capital Project
Division: Information Technology Priority: 1
Department: IT-Municipal Type: Replacement
Project: Municipal,IT/GIS Cost Basis: Other
Category: Equip(non-Rolling)
FY 2014 FY 2015 FY 2016 FY 2017 FY 2018
$50,000.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 $250,000.00
.Funding Source Funding Amount
A General Fund $50,000.00
Description:
Continuing(from FYI 3),routine infrastructure and system replacements;on-going implementation of town-wide Geographical
Information System(GIS)linked to spatial,fmancial and other essential data systems.
Justification:
To support the recurring capital needs of technology and permit on-going irnplementation of GIS, substantially enhancing data-driven
decisions.
Description of item to be replaced:
Infrastructure communications equipment(switches,routers, etc..),servers and related technology systems.
Estimated value of replaced item: $0.00
Schedule for completion of project:
Estimated Annual Impact: $0.00
Explanation:
Submitted by: Matthew Killen Submitted Date: 10/24/2012
Director,Information Technology
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Town of North Andover
Capital Projeet
Division: Public Works Priority: 4
Department: DPW Fleet Maint Type: Replacement
Project: Equipment-Tractor&Brush Cutter Cost Basis: Vendor Quote
Category: Equip(Rolling)
FY 2014 FY 2015 FY 2016 FY 2017 FY 2018
$125,000.00 $0.00 $0.00 $0.00 $0.00 $125,000.00
Funding Source Funding Amount
A General Fund $125,000.00
Description:
A new Holland Tractor with Diamond brush cutter.This would be an additional piece of equipment to supplement our existing brush
cutter.Although our existing brush cutter is also used for clearing snow off sidewalks,this machine would only be used for brush
cutting,reducing wear and tear.
Justification:
Our existing brush cutter has broken numerous times,costing several thousand dollars in repairs.Parts often take several days to get,
therefore the machine can be out for an entire week at a time.We have not been able to keep up with roadway brush cutting due to this
problem.Brus growth along the side of the road can adversly affect sight distance and public safety.A second machine will allow us
to keep cutting nearly every day.We could even put both machines on the road if needed.
Description of item to be replaced:
N/A
Estimated value of replaced item: $0.00
Schedule for completion of project:
As funds become available in late July or early August,we would use a state bid list to procure this machine as early as possible.
Estimated Annual Impact: $4,500.00
Explanation:
This is roughly the yearly cost for repairs.
Submitted by: Tim Willett Submitted Date: 10/19/2012
Operations Manager
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Town of North Andover
. Capital Project
Division: Information Technology Priority: 1
Department: IT-Schools Type: Replacement
Project: School IT Cost Basis: Vendor Quote
Category: Equip(non-Rolling)
FY 2014 FY 2015 FY 2016 FY 2017 FY 2018
$127,130.90 $106,423.00 $104,881.00 $100,000.00 $100,000.00 $538,434.90
Funding Source Funding Amount
A General Fund $538,435.00
Description:
FY14 The school department seeks to implement a robust,secure,ubiquitous wireless network capable of supporting a 1:1 computing
environment over time.Phase one of the project is limited to the high school,while phase 2 captures the balance of the district(middle
school&5 elementary schools).After review of market and technical research(please see attached Gartner Report,March 2011),
comparable solutions from Aruba Networks($325,236.50), Cisco Systems,and Meru Networks($310,867.72),system costs,
management and integration needs the attached Cisco solution is proposed utilizing standard state contract pricing.FY15 The
Technology Department has identified the necessary materials to build an Enterprise Level Network,Data and No Single Point of
Failure Storage Infrastructure. This Phase compliments the prior Capital Projects that have been completed.FY16 The Technology j
Team has identified the need for site based Internet gateways to support increased device density associated with 1:1 computing
initiatives. This additional capacity will support a robust,21st Century Computing Environment.FY17&FY18 Annual funding to
maintain IT wireless network,server and data integration,and internet capacity at all schools and central office.
Justification:
FY14 The existing wireless environment does not provide sufficient depth to support a 1:1 environment with each student or staff
member"connected"to the network.Nor does the existing equipment meet current,minimum enterprise security standards to ensure
internal data and systems are protected.FY15 The North Andover Public Schools recognize the demands of a 21st Century Classroom
as the Curriculum and Technology gap continues to diminish;the requirements of the deployment of an Internet-based,media-rich
curriculum. The Town has a sound Enterprise Infrastructure complimenting all Municipal and School Buildings,however the
deployment of a 1:1 initiative and/or building-wide solutions could cripple the existing shared Internet Service.The Technology
Department's emphasis is on Security for the Building,Network, Staff and Student. The Department recognizes the need to comply
with CIPA,FERPA,HIPAA and The Town of North Andover's Acceptable Use Policy,which demand a sound,secure and usable
solution.FY16 The Technology Department Team has identified the need for a Windows and Apple Server in each building to reduce
wide area network overhead,improve data accessibility and deployment of devices and related applications.By placing network
devices locally,and expanding capacity we are supplying the IT team with the tools and resources necessary to provide the customer
with an appropriate, enterprise-class technology environment.Additionally the ability to provide Staff and Students with the capacity
to store data albeit using a No Single Point of Failure Storage Solution.FY17&FYI Maintains infrastructure work completed with
CIP investments in FY13,FY14,and FY15
Description of item to be replaced:
Consumer-grade wireless access points
Estimated value of replaced item: $0.00
Schedule for completion of project:
FY 2013:July: order equipment order utilizing appropriate state contract September:deploy at NAHS FY 2014:July: order equipment
order utilizing appropriate state contract September-December:deploy at NAMS,elementary schools
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Estimated Annual Impact: ($11,226.00)
Explanation:
Annual licensing,support and maintenance of wireless system and management platform.
Submitted by: Corey Masson Submitted Date: 10/25/2012
School IT Director
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Town of North Andover
Capital Project
Division: Public Works Priority: 5
Departmen DPW Street&Sidewalks Type: Replacement
t:
Project: Water&High Street Light,Intersection,Road,Streetscape Improvements Cost Basis: Arct/Eng
Category: Infrastructure
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FY 2014 FY 2015 FY 2016 FY 2017 FY 2018
$110,000.00 $625,000.00 $0.00 $165,000.00 $1,525,000.00 $2,425,000.00
Funding Source Funding Amount
A General Fund $2,425,000.00
Description:
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The project includes replacing the existing Town owned lighting system of 18 lights along Water Street from Main to Clarendon
Street and along High Street in front of the two mill complexes from Elm/Water/High Street intersection to the parking lot entrance
prior to Prescott Street roadway and streetscape improvements from the Main Street intersection through and including the
Elm/High/Water Street intersection.The project scope is approximately 1300 feet beginning at the recently completed improvements
at Main Street.A special study area will be the above mentioned intersection where traffic operations will be evaluated,including
historical accident occurrences, signal warrants,sight distances and/or possible vertical and horizontal alignment modifications.The
total project costs includes the design of the lighting system,including assistance in selecting the ornamental lights,intersection
improvements,the rehabilitation of the roadway pavement,reconstruction of sidewalks,ADA compliance wheelchair ramps,
installation of curb, drainage modifications,tree plantings,signage,and pavement markings.Also the preparation of plans and
specifications for public bid,bidding assistance,construction costs,including equipment costs and installation,and engineering
assistance during construction.However,the first phase being requested in FY 20
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Town of North Andover
Capital Project
Division: Public Works Priority: 1
Department: Sewer Type: Replacement
Project: School St and Bunkerhill St Sewer Replacements Cost Basis: Arct/Eng
Category: Infrastructure
FY 2014 FY 2015 FY 2016 FY 2017 FY 2018
$300,000.00 $0.00 $0.00 $0.00 $0.00 $300,000.00
Funding Source Funding Amount
A Sewer Fund $300,000.00
Description:
Replace the School Street sewer line with new sewer pipe.The School Street sewer has sags and standing water along its length.It has
backed up several times over the years. The Bunkerhill Street Sewer is too low as it enters the Eastside Trunk Sewer behind DPW and
needs to be raised 1.5 feet in elevation for about 50 feet in length.The first phase of the project is to design and pennit the
replacement.The construction is proposed for FY 2014 CIP.
Justification:
Both sewer lines have had back-ups over the years,resulting in property damage to residences.
Description of item to be replaced:
Three hundred and fifty feet of six-inch clay sewer pipe in School Street.Fifty feet of ten-inch clay sewer pipe in Bunkerhill Street.
Estimated value of replaced item: $0.00
Schedule for completion of project:
Sign contract with lowest qualified bidder-Sept 2013 Start construction-Oct 2013 Winter shut down:December 2013 to April 2014
Finish construction-June 2014
Estimated Annual Impact: $2,500.00
Explanation:
This is the insurance deductible for a sewer back-up claim.
Submitted by: Tim Willett Submitted Date: 10/19/2012
Operations Manager
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13 will be the design of the lighting,intersection study,roadway, and streetscape components of the project including estimates of
construction cost estimates. Once the particular project components are decided upon through this first phase,then the cost of
construction of the various components will be spread over a five(5)year program through the CIP process.
Justification:
Lighting Improvements The existing lighting system was installed approximately 30 years ago when upgrades to the mill complex was
done.Recently the DPW has been spending resources to fix lights that are not operating due to faulty wiring in both the bases and
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underground.It appears that the underground wiring that connects the lights was placed in the ground without conduits,which is
known as direct burial.The lights on Water Street go on and off consistently,which indicates the possibility of electrical short circuits
occurring.When the lights on High Street are not working then there are serious safety issues for the people crossing to the parking
areas.Further,by replacing the lights and fixture the new lamps will be LED which can save up to 30%in power costs.Finally,the
entire area has been experiencing positive enhancements with the upgrades done to the mills and the Machine Shop Village area.
Ornamental lights similar to those in the center will be added enhancement.Intersection,Roadway,and Streetscape The intersection
of Water,Elm,and High Street is one of the busiest in Town;particularly when the businesses in the surrounding mills are letting.The
site distances and grades at the intersection are poor and either cause accidents or near misses on a regular basis during inclement
weather or commuter time.The roadway,sidewalks,and streetscape in this important historic area are in disrepair and could use an
upgrade for both aesthetic and safety reasons.Finally,it will complete the final piece of the Machine Shop Village,Mill Complex,
Main Street upgrades that have occurred over the past few years that have enhanced the downtown area.
Description of item to be replaced:
Existing antiquated street lighting system,roadway, sidewalks,curbing,and handicap ramps.
Estimated value of replaced item: $0.00
Schedule for completion of project:
If successful and funds are available on July 1st.the project will be designed in the fall/winter 2012/2013 ready for bidding and
construction in subsequent year depandmg on available funding.
Estimated Annual Impact: $1,000.00
Explanation:
Project will save maintenance and power costs.
Submitted by: Bruce Thibodeau Submitted Date: 10/17/2012
DPW Director
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Town of North Andover
Capital Project
Division: Public Works Priority: 2
Department: Sewer Type: Improvement
Project: Improvements to Various Sewer Pump Station. Cost Basis: Arct/Eng
Category: Infrastructure
FY 2014 FY 2015 FY 2016 FY 2017 FY 2018
$2,312,381.05 $0.00 $50,000.00 $50,000.00 $50,000.00 $2,462,381.05
Funding Source Funding Amount
A Sewer Fund $2,462,381.05
Description:
Replacement of the Rea's Pond Pump Station with a higher capacity,modern station and to move the location out of the Flood
Plain(See attached information).Improvements to Forest View,Boston Hill,Blue Ridge,Winter Street Pumping Stations-
Replacement of two(2)check release valves,air release valve,upgrade of the PLC(Programmable Logic Controller),repair of
damaged sluice gates, and the installation of a new level reading device to prevent overflows of raw sewerage.
Justification:
The primary pump station to be improved,which would be a complete replacement,will be the Rea's Pond Pump Station however
there are 21 other pump stations that the Town maintains that are in need of upgrades.Many of these have been taken over from
private developers as the associated projects were accepted by the Town.Many are 20 to 30 years old The Rea's Pond Wastewater
pumping station,located on Great Pond Road,Rt. 133,adjacent to the Lake and Rea's Pond was built in 1992.It was built by private
developers to service new development;one known as French Farm subdivision. Over the years it has become a major component of
the collection system in this area.The service area stretches to the north with the above mentioned subdivision as far as the Rt. 125
and Barker Street,and south around the Lake to,and including,Brooks School.During times of extreme wet weather and high
groundwater a portable diesel pump is used to increase pumping capacity and prevent sewerage overflow in the adjacent
environmentally sensitive areas,which are the Town's water supply.
Description of item to be replaced:
See information above and attached.
Estimated value of replaced item:$1,000.00
Schedule for completion of project:
Design and permitting of the replacement of the Rea's PS would be completed within six months of authorization of funds.The public
bidding process and Construction of would be approximately 9 months.Improvements to the other pump stations would be completed
within 6 months of authorization of funds.
Estimated Annual Impact: $25,000.00
Explanation:
Reduce the estimated maintenace costs by replacing antiquated equipment at the various pump sations.Replacing the Rea's Pond
pumping station would eliminate the need for overflow pumps during storm events.
Submitted by: Bruce Thibodeau Submitted Date: 12/6/2012
Director
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Town of North Andover
Capital Project
Division: Public Works Priority: 2
Department: Water Type: Replacement
Project: Replacement of Carbon Filter Actuators Cost Basis: Vendor Quote
Category: Equip(non-Rolling)
FY 2014 FY 2015 FY 2016 FY 2017 FY 2018
$220,000.00 $0.00 $0.00 $0.00 $0.00 $220,000.00
Funding Source Funding Amount
A Water Fund $220,000.00
Description:
Replacement of electrical actuators for filter to waste valves and influent valves on each of the eight(8)carbon filters. (Thus 2
actuators x 8 filters x$3,146.00/filter=$50,336.00.)Replacement of electrical actuators for the filter effluent valves for each of the
filters. (Thus, 1 actuator x 8 filters x$3,852.00/filter=$30,816.00)Replacement of two(2)electrical actuator for the backwash pump
valve @$4,562.00. (Thus, 1 actuators x 2 backwash pumps x$4,562.00=$9,124.00)Replacement of the electrical actuators for the
backwash effluent(drain)valve and the backwash isolation valve on each of the filters.(Thus,2 actuators x 8 filters x$3,855.00/filter
_$61,680.00)Total for the project=$151,956.00 plus installation labor for the actuators and the cost of electrical wiring. Our quote
for installation was$1,500.001 actuator x 42 actuators=$63,000.00.
Justification:
The WTP has forty-two(42)electric actuators attached to the valves associated with the carbon filters and backwash pump.There are
five(5)actuators per each filter.There are eight(8)filters and two backwash valves. The actuators are what tells the valves to open or
close,and when and how much so as not to do damage to the carbon or the pumps. Several of these actuators are constantly oscillating
while trying to achieve the required flow or level of the water.These are the original actuators since the plant went online in 1991.
Throughout the years we have repaired these actuators when needed but this summer an actuator on one of the carbon filters broke and
kept draining the filter.While we had an actuator/valve person come in for the broken actuator we had him look at all the actuators
and were told that they were"well past the end of their life span",the parts are obsolete thus we can no longer get parts for repairs, and
that they will have to be custom built.Plus,the replacement parts will take as much as 14-16 weeks for a new actuator to be built.
Thus,we have been short one filter for several months now which puts more stress on all the other filters.We want to avoid the
"headaches"and the associated costs with a replacement during such a serious time as the summer high pumping months.
Description of item to be replaced:
Same as mentioned above.
Estimated value of replaced item: $0.00
Schedule for completion of project:
Estimated Annual Impact: $0.00
Explanation:
Submitted by: Linda Hmurciak Submitted Date: 10/16/2012
Superintendent WTP
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Town of North Andover
Capital Project
Division: Public Works Priority: 3
Department: Water Type: Improvement
Project: Emergency Power Upgrade WTP Cost Basis: Vendor Quote
Category: Building
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FY 2014 FY 2015 FY 2016 FY 2017 FY 2018
$220,000.00 $0.00 $0.00 $0.00 $0.00 $220,000.00
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Funding Source Funding Amount
A Water Fund $220,000.00
Description:
Rewire Finished Water pumps-#1 ,Raw Water pumps-#1  and one backwash pump and one wastewater pump to the
Drinking Water Treatment Plant emergency power generator.Also,while this is being done,have an engineering firm redo all the
electrical wiring drawings for the WTP as there are so many changes that have occurred over the last 21 years it is very difficult to
follow the older, existing drawings. These will need to be updated before&during the emergency power upgrade.
Justification:
The project would allow all major pumps to be available during an emergency power outage by having all our pumps connected to the
emergency stand-by generator.If the pumps that we presently have connected to the emergency generator were to fail or were down
for repair,then no backup machinery would be available during a power outage or during an energy demand event. This request was
previously put in by the past superintendent,Dennis Bedrosian in 2009 for FY14.Because of this upgrade and future projects,we will
also need the electrical drawings of the WTP to be brought into a more needed,readable/workable format so that this and all future
upgrades can consistently be implemented in the electrical plans for the WTP.This will have to be accomplished before the Process
Control Computer upgrade requested in FY 15.
Description of item to be replaced:
Estimated value of replaced item: $0.00
Schedule for completion of project:
Estimated Annual Impact: $0.00
Explanation:
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Submitted by: Linda Hmurciak Submitted Date. 10/15/2012
DWTP Superintendent
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SCHOOL COMMITTEE BUDGET
Fiscal Year 2014 School Line Item Budget
Noah Andover High School
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FYI-4 School Committee Approved Budtet
FY14 School
Committee
Account Description FY10 Actuals FYI Actuals FY12 Actuals FY13 BudLyet Recomm'dBudzet
403B Match $ 34,771.99 $ 33,835.00 $ 32,800.00 $ 34,000.00 $ 34,000.00
Activities $ 7,309.55 $ 15,840.11 $ 12,622.96 $ 15,100.00 $ 12,620.00
Advertising $ 15,532.48 $ 6,690.09 $ 11,980.50 $ 11,162.00 $ 11,162.00
Auto Mileage $ 6,058.67 $ 7,504.14 $ 5,138.01 $ 8,432.00 $ 4,330.00
Awards $ 1,190.00 $ 1,105.00 $ 1,292.00 $ 3,150.00 $ 3,150.00
Capital Purchase >$5000 -2000 $ 6,135.36 $ - $ - $ 1,100.00
Census $ 3,000.00 $ 3,000.00 $ 3,000.00 $ 3,000.00 $ 3,000.00
Computer Upgrade And Repairs $ 34,048.57 $ 10,021.45 $ 2,125.00 $ - $ 2,300.00
Conferences And Meetings $ 28,486.69 $ 48,387.31 $ 27,248.71 $ 38,373.64 $ 39,958.31
Contract Services $ 1,237,141.20 $ 1,174,034.14 $ 1,135,440.04 $ 1,223,521.60 $ 1,191,839.71
Drama $ 4,574.84 $ 4,209.30 $ 4,349.20 $ 4,000.00 $ 4,000.00
Dues And Memberships $ 580.00 $ 615.00 $ 1,084.00 $ 1,300.00 $ 1,275.00
Electricity $ 746,343.40 $ 789,081.67 $ 718,768.28 $ 735,375.00 $ 696,221.32
Equipment Instructional $ 26,112.16 $ 19,689.83 $ 14,993.88 $ 22,174.50 $ 19,264.89
Equipment Instructional Replacement $ 28,044.87 $ 38,264.87 $ 48,252.05 $ 40,089.00 $ 43,955.00
Equipment Rental/lease $ 74,713.25 $ 6,402.98 $ 6,135.52 $ 9,302.00 $ 4,500.00
Equipment Rental/lease - Copiers $ 139,259.28 $ 158,818.30 $ 111,488.44 $ 116,554.24 $ 120,857.92
Equipment Repairs $ 11,405.27 $ 18,142.35 $ 17,109.31 $ 42,167.62 $ 8,656.50
Equipment Technology-New $ 37,077.84 $ 32,700.49 $ 16,103.95 $ 12,560.36 $ 4,056.00
Equipment Technology_Replacement $ 18,635.09 $ 2,618.18 $ 843.85 $ 2,000.00 $ 56,510.27
Evaluations $ 25,145.86 $ 27,339.23 $ 9,474.83 $ 12,672.00 $ 12,695.00
Extrodinary Maintenance (Special Projects) $ 14,224.00 $ 23,796.00 $ 20,398.16 $ 25,089.56 $ -
Field Trips $ 1,180.00 $ - $ 1,300.00 $
Garbage Removal $ - $ - $ _ $ 2,079.00 $
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FY14 School
Committee
Account Description FY10 Actuals FY11 Actuals FY12 Actuals FY13 Budget Recomm'dBud2et
General Classroom Supplies $ 140,517.56 $ 133,670.37 $ 135,013.30 $ 129,802.36 $ 137,994.00
General Supplies Custodial $ 69,282.76 $ 95,073.07 $ 100,666.44 $ 107,000.00 $ 119,000.00
Graduation $ 15,141.14 $ 13,788.90 $ 12,887.81 $ 15,000.00 $ 16,000.00
Health Education $ 579.78 $ 2,346.07 $ - $ 1,000.00 $ 1,000.00
Heating Fuel $ 429,290.04 $ 495,415.55 $ 326,933.67 $ 446,412.00 $ 332,200.00
Identified Needs - School Dept Only $ 178,000.00
Legal-Services $ 99,424.21 $ 196,310.08 $ 111,681.24 $ 51;200.00 $ 55,286.00
Library Books $ 8,094.19 $ 3,427.55 $ 4,174.07 $ 6,710.00 $ 7,400.00
Materials And Supplies $ 246,594.68 $ 356,271.93 $ 249,474.12 $ 336,842.18 $ 31. 5,616.87
Medical/Physical Services $ - $ 1,014.85 $ 3,359.21 $ 1,485.00 $ -
Memberships $ 28,208.00 $ 38,725.90 $ 23,733.00 $ 25,075.00 $ 26,140.00
New Adoptions $ 215,539.85 $ 88,965.79 $ 99,805.31 $ 100,700.00 $ 75,000.00
Office Supplies $ 10,858.85 $ 8,698.40 $ 9,281.25 $ 11,585.00 $ 11,375.00
Officials $ - $ 4,145.00 $ 8,537.62 $ -
Other Charges And Expense $ - $ 4,000.00 $ 3,454.27 $ 3,801.18 $ 5,300.00
Outside Professional Services - $ 15,702.50 $ 11,189.00 $ 13,414.75 $ 17,38.0.00 $ 25,860.00
Overtime $ 462.70 $ - $ - $ - $ -
Periodicals $ 8,422.33 $ 2,337.87 $ 2,211.11 $ 2,500.00 $ 2,500.00
Physical Education Supplies $ 8,586.24 $ 7,238.58 $ 6,669.01 $ 9,234.00 $ 12,012.00
Postage $ 21,133.53 $ 22,848.69 $ 21,293.14 $ 23,500.00 $ 23,500.00
Printing And Forms $ 15,317.07 $ 12,072.24 $ 10,136.41 $ 15,790.00 $ 14,293.50
Professional Publications $ 1,301.67 $ 2,560.75 $ 2,344.70 $ 3,100.00 $ 3,050.00
Repairs And Maintenance $ 220,967.75 $ 295,601.01 $ 217,043.34 $ 211,411.67 $ 241,064.00
Repl Technolohy Hardware $ - $ 252.00 $ - $ - $ -
Salaries Custodians $ 1,147,502.88 $ 1,225,741.19 $ 1,243,947.62 $ 1,288,779.84 $ 1,281,470.05
Salaries Nurses $ 435,115.34 $ 464,318.14 $ 486,831.65 $ 505,846.35 $ 5265807.33
Salaries Other $ 2,570,044.80 $ 2,351,637.88 $ 2,542,688.37 $ 2,529,873.58 $ 2,601,283.62
Salaries Professional $ 21,235,478.89 $ 21,680,719.01 $ 22,593,354.16 $ 23,611,311.52 $ 24,529,982.69
Salaries Secretarial And Clerical $ 87,744.22 $ 90,066.96 $ 58,840.37
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FY14 School
Committee
Account Description FY10 Actuals FY11 Actuals FY12 Actuals FY13 Budget Recomm'dBudzet
Salaries- Secretarial And Clerical $ 933,356.47 $ 941,671.86 $ 867,715.16 $ 886,068.04 $ 870,553.63
School Committee Supplies $ 599.52 $ 1,328.66 $ 626.30 $ 1,040.00 $ 840.00
Screening $ 282.70 $ - $ $ 125.00 $ 125.00
Software $ 6,918.70 $ 4,295.90 $ 10,795.92 $ 10,053.50 $ 1,200.00
Software Educational $ 2,040.62 $ 1,294.98 $ 3,303.24 $ 19,612.00 $ 22,112.00
Software Licenses $ - $ $ 6,285.28 $ - $
Specialists $ - $ - $ 608,122.63 $ 525,458.00 $ 521,900.20
Student Subscriptions_ $ 2,447.50 $ 1,880.00 $ 1,150.86 $ 2,000.00 $ 2,000.00
Summer Help $ 52,431.95 $ 44,067.56 $ 45,036.70 $ 41,153.94 $ 36,000.00
Summer School $ - $ - _$ _ - $ $ 164,667.50
Summer.School Programs $ . 305572.68 $ 32,639.76 $ 48,492.61 $ 32,691.00 $ 54,726.68
Telephone $ 67,365.31 $ 50,988.78 $ 66,540.28 $ 79,443.00 $ 60,290.00
Testing $ 32,808.81 $ 18,096.28 $ 38,672.26 $ 34,420.00 $ 38,420.00
Textbooks $ 105,130.65 $ 84,735.47 $ 62,974.75 $ 68,430.64 $ 89,686.00
Training And Education $ 42,514.97 $ 27,766.45 $ 17,312.93 $ 26,231.00 $ 13,900.00
Transportation $ 1,162,126.58 $ 1,281,527.95 $ 1,375,383.55 $ 1,212,240.60 $ 1,507,941.64
Tuition- Collaborative $ 304,444.15 $ 199,769.26 $ 177,247.46 $ 281,600.00 $ 149,790.00
Tuition- Out Of District $ 3,540,523.41 $ 3,737,817.71 $ 2,926,006.87 $ 2,979,873.00 $ 3,198,951.00
Tuition- Specialists $ 505,757.43 $ 468,638.46 $ - $ - $ -
Tutoring Services $ 17,864.72 $ 3,102.39 $ 9,512.92 $ 10,000.00
Tutors $ - $ - $ 98,001.55 $ 68,997.12 $ 142,500.00
Uniform And Clothing $ 10,645.99 $ 16,953.28 $ 11,746.58 $ 15,850.00 $ 21,560.00
Vehicle Fuel $ 5,175.00 $ 6,241.70 $ 7,978.70 $ 6,500.00 $ 6,500.00
Vehicle Maintenance $ - $ - $ 947.98 $ 2,000.00 $ 1,000.00
Water/Sewerage $ 129,718.70 $ 106,717.96 $ 81,145.00 $ 81,145.00 $ 73,145.00
$ 36,396,082.99 $ 36,971,179.67 $ 36,982,328.01 $ 38,284,841.00 $ 39,863,136.00
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North Andover School Department Staffing History (FY10 - FY14)
FY10 FYll FY12 FY13 FY14X
Administrative Assistants 20.4 20.5 20.6 20.0 19.5
Paraprofessionals and Aides 89.4 89.9 93.9 104.1 104.1
Teachers and Other Professionals 298.6 296.7 297.8 303.6 303.6
Nurses 8.6 8.7 9.8 8.8 8.8
Custodians and Maintenance 25.2 26.2 27.7 26.7 26.7
School Administration 12.0 12.0 12.0 12.0 12.0
District Administration 4.0 4.0 4.0 4.0 4.0
2 457.
TOTAL 458. 9 465.9 479.2 478.6
Two areas with increases are teachers and paraprofessionals. Teachers are due to the fact that for
FY10, FYI 1, and FY12 5 teachers were paid using Federal Funds, but they had to be covered
by the Operating Budget in FYI and FYI 4. Paraprofessional staff has increased based on
student needs and requirements.
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APPENDICES
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STATISTICS
Demographic Profile of North Andover
Age Distribution(2000 US Census) Race&Ethnicity(2000 Census)
Persons % Persons %
Under 5 1915 7.0 White 25481 93.7
5-14 4015 14.8 Black 196 0.7
15-44 11487 42.2 Ain. Indian, Eskimo or Aleut 14 0.1
45-64 6141 22.6 Asian or Pacific Islander 1078 4.0
65 & over 3644 13.4 Hispanic Origin 230 0.8
Other 201 0.7
Households by Type(2000 Census)
Households %
Family households 6904 71
with own children under 18 3578 36.8
Married-couple family 5853 60.2
with own children under 18 3 O l 0 31
Female householder,no husband present 826 8.5
with own children under 18 465 4.8
Nonfamily households 2820 29
Householder living alone 2440 25.1
Householder 65 and over 1149 11.8
Average household size 2.61
Average family size 3.16
Housing Units(2000 Census)
Units %
Total Units 9943
Total Occupied 9724 97.8
Owner occupied 7053 72.5
renter occupied 2671 27.5
Average household size of owner-occupied units 2.84
Average household size of renter-occupied units 2.00
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Massachusetts Department of Revenue,Division of Local Services
North Andover at a Glance
(09/23/11)
County:ESSEX Kind of Community:Economically Developed School Structure: K to 12
Regional School Districts:Greater Lawrence,Essex County
Form of Government:Open Town Meeting,Selectmen,Town Manager
,2010 Population: 28,352 2011 Labor Force: 13,62912011 Unemployment Rate:6.1%:
1999 Per Capita Income 34,335 Population Per Square Mile:! 1,042"
'EQV Per Capita: 160,681
2010 Number of Registered Voters 29,119,
Bond Ratings
Moody's Bond Rating as of Dec 2010 Aa2
S&P Bond Rating as of Dec 2010 AA
Fiscal Year 2011 Tax Classification
Tax FY11 FYII FY11
Classification Tax Rate Tax Levy Assessed Values Revaluation
(Residential 13.52 48,179,307 3,563,558,199 ,Most Recent-FYI
Open Space 0 0' 0 LNext Scheduled FY-13
Commercial 18.63 5,274,914, 283,140,851!'
Industrial 1&63 3,018,522 162,024,8001
,Personal Property 18.63 2,101,981, 112,827,760!
':Total 58,574,724, 4,121,551,610
Fiscal Year 2011 Revenues by Source Fiscal Year 2011 Proposition 2%Levy Capacity
!Revenue Source %of Total New Growth 580,1511
Tax Levy 58,574,724 65.29% Override 01
:State Aid 8,757,363' 9.76% Debt Exclusion 3,099,642;
Local Receipts 21,365,426 23.82% Levy Limit 58,588,508"
Other Available 1,014,876 1.13% Excess Capacity 13,784!
Total 89,712,389: Ceiling 103,038,790'
Override Capacity 47,549,924!
.Fiscal Year 2010 Estimated Cherry Sheet Aid 'Reserves
'Education Aid 6,133,753: 7/1/2010 Free Cash 690,952
General Government 2,211,479 FY10 Stabilization Fund 2,222,033 j
Total Receipts 8,345,232 FY10 Overlay Reserve 316,384;
Total Assessments 2,336,140'
Net State Aid 6,009,092
Fiscal Year 2011 Average Single Family Tax Bill
Number of Single Family Parcels 6,181 j
Assessed Value of Single Family 455,687'
Average Single Family Tax Bill 6161
;State Average Single Family Tax Bill
Fiscal Year 2009 4250
Fiscal Year 2010 4390:
,Fiscal Year 2011 4537!
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Labor Force, Employment and Unemployment in North Andover
Source Massachusetts De artment of Em to meat & Trainin )
Labor Unemployment Statewide
Year Force Employment Unemployment Rate Rate
2000 13,706 13,397 309 2.3% 2.6%
2001 13,815 13,354 461 3.3% 3.7%
2002 13,724 13,024 700 5.1% 5.3%
2003 13,442 12,735 707 5.3% 5.8%
2004 13,217 12,625 592 4.5% 5.1%
2005 13,244 12,682 562 4.2% 4.8%
2006 13,365 12,818 547 4.1% 5.0%
2007 131568 13,045 523 3.9% 4.5%
2008 13,419 12,797 622 4.6% 5.3%
2009 13,508 12,474 1,034 7.7% 8.4%
2010 14,062 13,042 1,020 7.3% 8.5%
2011 13,997 13,166 831 5.9% 7.4%
2012 14,117 13,382 735 5.2% 6.0%
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OPERATING DEPARTMENT INFORMATION
(Source Annual Town Report)
FY09 FY10 FY11 FY12
Assessors
Singlefamily 6164 6173 6181 6198
Condominiums 1898 1915 1929 1951
Misc Rec 27 28 30 31
Two family 426 423 420 419
Threefamily 43 43 44 44
Four-eight family 48 48 50 50
Vacant land 512 492 468 489
Residential/commerical 37 38 36 37
Commercial buildings and land 435 490 491 492
Industrial buildings and land 82 84 84 84
Personal Property accounts 844 818 847 882
Chapter 61-forestry property 7 7 7 7
Chapter 61A-farm property 143 145 139 137
Chapter 61B-recreational land 9 9 8 7
Exempt buildings and land 438 436 452 460
Public utilities 4 4 4 4
Utilities valued by State 6 5 5 6
Inspection Department
New Dwelling 1 and 2family Residential 34 23 34
Multi Dwellings 2 9 2
Additions and Alteration 489 597 489
New Commercial and Industrial Additions 4 8 4
Commercial and Industrial Additions and Alterations 71 85 71
Pools 14 26 14
Accessory Building 26 28 26
Miscellaneous (Signs, Demolition,Chimney 56 39 56
Certificate of Inspections 165 156 165
Wireless 1 2 1
Electrical Permits 630 670 685 712
Gas Permits 388 443 422 407
Plumbing Permits 334 384 406 500
Planning
Approval Not Required 3 12 12 7
Subdivision (Preliminary) 2 0 0 2
Site Plan Review Special Permit 8 2 5 7
Site Plan Review-Waiver 0 0 0 7
Planning Development District(Definitive) 1 1 0 0
CCRC Special Permit 0 1 0 0
Watershed Special Permit 3 3 6 3
Wireless Facilities Special Permit 3 8 2 9
'Subdivision (Definitive) 0 0 0 5
Lot Slope Exception 0 0 0 1
Land Distriburbance Permit 0 0 0 1
Common Driveway& Frontage Exception 0 0 0 1
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OPERATING DEPARTMENT INFORMATION
(Source Annual Town Report)
FY09 FY10 FY11 FY12
Health Dept
Total Commercial Permits 698 661 776 753
Total Septic Permits 62 89 72 63
Trash Hauler Placards 142 122 127 127
Trash Hauler Permits 739 829 814 953
Well Constrcution 1 6 1 0
Council on Agin
Outreach Case Management 4243 4532 8203 8895
Community Education 3900 7078 6,708 7682
Congregate Meals 2821 3085 3,227 3413
Home Delivered Meals 19685 15106 15,541 18369
Group Support 803 1014
Recreation 8013 9961 11,221 21796
Transportation 3379 4234 4,285 4598
Libra ry
Acquisitions 9777 11130 10085 11028
Museum Passes 1183 1216 1046 1315
Inter-Library Loans 49302 54073 53367 56569
Program Offered 656 348 414 427
Program Attendance 8060 3867 4489 4122
Library Usage 175985 170203 173084 180008
Meeting Room(s) Usage 1403 1253 1175 1190
Hours Open 3263 3222 2973 2871
#of Library Cards holders 29883 16465 16779 17604
Av. Weekly Com p uter Use 896 914 1221 1295
Home Page Hits 126251 N/A N/A N/A
Reference Questions 26758 28069 28503 29318
Fire
Fire and Rescue 1612 3986 1358 1515
Ambulance Responses 2650 2616 2444 2663
Fire Prevention Code Compliance Inspections 805 942 805 910
Police Department
Total Arrests 406 409 396 325
Total Summons/Hearings 132 368 286 255
Total Warrants 100 74 67 58
Total Protective Custody 40 36 19 29
Total Citations 3742 3748 2953 3312
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Glossary of Terms
Abatement. A complete or partial cancellation of a tax levy imposed by a governmental unit. Administered by
the local board of assessors.
Accounting System. A system of financial recordkeeping, which record, classify and report information on the
financial status and operation of a governmental unit or any of its funds, account groups, and organizational
components.
Adopted Budget. The resulting budget that has been approved by the Town Meeting or City Council.
Annual Budget. An estimate of expenditures for specific purposes during the fiscal year(July 1-June 30) and
the proposed means (estimated revenues) for financing those activities.
Appropriation An authorization granted by a legislative body to make expenditures and to incur obligations for
specific purposes. An appropriation is usually limited in amount and as to the time when it may be expended.
Only town meeting or city council can authorize money appropriated for one purpose to be used for another.
Any amount that is appropriated may be encumbered (see encumbrance). Any part of an annual operating
appropriation not spent or encumbered by June 30 automatically reverts to the undesignated fund balance that
may result in free cash. If departments know of remaining unpaid bills at the close of the fiscal year and
properly notify the accountant/auditor(MGL Ch. 41 § 58), the departmental appropriation is encumbered to
extend the annual spending authorization until such time that the bill is paid or it is decided not to spend the
funds. If these encumbrances are not acted on within a year,the accountant generally notifies the department
and closes them out. A special purpose appropriation, on the other hand, may carry forward from year to year
until spent for the designated purpose or transferred by town meeting/city council vote to another account.
Arbitrage. Investing funds borrowed at a lower interest cost in investments providing a higher rate of return.
Assessed Valuation. A valuation set upon real or personal property by the local board of assessors as a basis for
levying taxes.
Audit. A study of the City's accounting system to ensure that financial records are accurate and in compliance
with all legal requirements for handling of public funds, including state law and local charter.
Balanced Budget. A budget in which receipts are greater than(or equal to) expenditures. A requirement for all
Massachusetts cities and towns.
Bond Anticipation Notes.Notes issued in anticipation of later issuance of bonds, usually payable from the
proceeds of the sale of the bonds or renewal notes.
Bond Rating(Municipal) A credit rating to help investors determine the risk of losing money on a given
fixed-income investment. Agencies specializing in municipal bonds assign a rating, designated by letters or a
combination of letters and numerals, based on their opinion of the future ability, legal obligation, and
willingness of a bond issuer to make timely debt service payments.
Budget(Operating). A plan of financial operation embodying an estimate of proposed expenditures for a given
time period and the proposed means of financing.
Budget Calendar. The schedule of key dates or milestones which a government follows in the preparation and
191
adoption of the budget.
Budget Message A statement by the municipality's policy makers summarizing the plans and policies
contained in the budget report, including an explanation of the principal budget items, an outline of the
municipality's experience during the past year and its financial status at the time of the message, and
recommendations regarding financial policy for the coming fiscal year.
Capital Improvements Program A comprehensive plan for planning a community's capital expenditures. It
coordinates community planning, fiscal capacity and physical development. While all of the community's needs
should be identified in the program,there is a set of criteria that prioritizes the expenditures. The capital
program is a plan for capital expenditures that usually extends at least five years beyond the capital budget.
Chapter 90 Highway Funds The state legislature authorizes and issues transportation capital bonds every few
years. In each Transportation Bond, funds are apportioned to communities based on a formula under the
provisions of MGL Ch. 90 § 34,hence the term Chapter 90 funds. The Chapter 90 highway formula is
comprised of three variables: local road mileage (58.33 percent) as certified by the Massachusetts Highway
Department(MHD), employment figures (20.83 percent)from the Department of Employment and Training
(DET), and population estimates (20.83 percent) from the US Census Bureau. Under this formula, those
communities with a larger number of road miles receive proportionately more aid than those with fewer road
miles. These funds are reimbursed to communities based on certified expenditure reports submitted to MHD.
Cherry Sheets Named for the cherry colored paper on which they were originally printed,the Cherry Sheets
are the official notification of the next fiscal year's state aid and assessments to communities and regional
school districts from the Commissioner of Revenue. State aid to municipalities and regional school districts
consists of two major types -- distributions and reimbursements. Distributions provide funds based on formulas
while reimbursements provide funds for costs incurred during a prior period for certain programs or services. In
addition, communities may receive "offset items"that must be spent on specific programs. Cherry Sheet
Assessments are advance estimates of state assessments and charges. Local assessors are required to use these
figures in setting the local tax rate. Because these figures are estimates, it should be noted that based on filing
requirements and/or actual information, the final aid or assessment may differ.
Debt Limit The maximum amount of debt that a municipality may have authorized for qualified purposes under
state law.
Debt Service The cost, usually stated in annual terms, of the principal repayment and interest of any particular
issue.
Deficit he excess of expenditures over revenues during an accounting period. Also refers to the excess of the
liabilities of a fund over its assets.
Department. A principal, functional and administrative entity created by the Manager in accordance with the
Charter to carry out specified public services.
Encumbrance. Obligations in the form of purchase orders and contracts which are chargeable to an
appropriation is reserved. They cease to be encumbrances when paid or when an actual liability is set up.
Enterprise Funds An accounting mechanism that allows a community to demonstrate to the public the portion
of total costs of a service that is recovered through user charges and the portion that is subsidized by the tax
levy, if any. With an enterprise fund, all costs of service delivery-- direct, indirect, and capital costs--are
identified. This allows the community to recover total service costs through user fees if it chooses. Enterprise
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accounting also enables communities to reserve the "surplus" or retained earnings generated by the operation of
the enterprise rather than closing it out to the general fund at year-end. According to MGL Ch. 44 § 53FV2,the
services that may be treated as enterprises include, but are not limited to,water, sewer, hospital, and airport
services.
Equalized Valuations (EQVs) The determination of an estimate of the FFCV of all property in the
Commonwealth as of a certain taxable date. EQVs have historically been used as a variable in distributing some
state aid accounts and for determining county assessments and other costs. The Commissioner of Revenue, in
accordance with MGL Ch. 58 § l OC, is charged with the responsibility of biannually determining an equalized
valuation for each city and town in the Commonwealth.
Expenditures. The amount of money, cash or checks, actually paid or obligated for payment from the treasury.
Fiscal Year Since 1974,the Commonwealth and municipalities have operated on a budget cycle that begins
July 1 and ends June 30. The designation of the fiscal year is that of the calendar year in which the fiscal year
ends. For example,the 2000 fiscal year is July 1, 1999 to June 30, 2000 and is usually written as FY2000. Since
1976,the federal government has had a fiscal year that begins October 1 and ends September 30.
Free Cash (Also Budgetary Fund Balance)Unrestricted funds from operations of the previous fiscal year that
are certified by the Director of Accounts as available for appropriation. Remaining funds include unexpended
free cash from the previous year, receipts in excess of estimates shown on the tax recapitulation sheet, and
unspent amounts in budget line-items. Unpaid property taxes and certain deficits reduce the amount that can be
certified as free cash. The calculation of free cash is based on the balance sheet as of June 30,which is
submitted by the community's auditor, accountant, or comptroller. A community should maintain a free cash
balance to provide a hedge against unforeseen expenditures and to ensure there will be an adequate reserve to
prevent sharp fluctuations in the tax rate. Maintenance of an adequate free cash level is not a luxury but a
necessary component of sound local fiscal management. Credit rating agencies and other members of the
financial community expect municipalities to maintain free cash reserves and make judgments regarding a
community's fiscal stability, in part, on the basis of free cash.
Full and Fair Cash Value (FFCV) Fair cash value has been defined by the Supreme Judicial Court as "fair
market value,which is the price an owner willing but not under compulsion to sell ought to receive from one
willing but not under compulsion to buy. It means the highest price that a normal purchaser not under peculiar
compulsion will pay at the time, and cannot exceed the sum that the owner after reasonable effort could obtain
for his property. A valuation limited to what the property is worth to the purchaser is not market value. The fair
cash value is the value the property would have on January first of any taxable year in the hands of any owner,
including the present owner" (Boston Gas Co. v. Assessors of Boston, 334 Mass. 549, 566 (1956).
Fund An accounting entity with a self-balancing set of accounts that are segregated for the purpose of carrying
on specific activities or attaining certain objectives in accordance with specific regulations,restrictions, or
limitations.
Fund Balance The amount remaining when balance sheet stated amount of liabilities including reservations are
subtracted from the balance sheet stated amount of assets.
Fund Accounting Organizing the financial records of a municipality into multiple funds. A fund is a distinct
entity within the municipal government in which financial resources and activity(assets, liabilities, fund
balances, revenues, and expenditures) are accounted for independently in accordance with specific regulations,
restrictions or limitations. Examples of funds include the general fund and enterprise funds. Communities
193
whose accounting records are organized according to the Uniform Municipal Accounting System (LIMAS) use
multiple funds.
General Fund The fund used to account for most financial resources and activities governed by the normal
town meeting/city council appropriation process.
i
General Obligation Bonds Bonds issued by a municipality that are backed by the full faith and credit of its
taxing authority.
Grant. A contribution of assets by one governmental unit or other organization to another. Typically, these
contributions are made to local governments from the state and federal government. Grants are usually made for
specific purposes.
Interfund Transactions. Payments from one administrative budget fund to another or from one trust fund to
another, which result in the recording of a receipt and an expenditure.
Levy-- The amount a community raises through the property tax. The levy can be any amount up to the levy
limit.
Levy Ceiling-- The maximum levy assessed on real and personal property may not exceed 2 1/2 percent of the
total full and fair cash value of all taxable property(MGL Ch. 59 § 21 Q. Property taxes levied may exceed this
limit only if the community passes a capital exclusion, a debt exclusion, or a special exclusion.
Levy Limit The maximum amount a community can levy in a given year. The limit can grow each year by 2 1/2
percent of the prior year's levy limit plus new growth and any overrides. (MGL Ch. 59 § 21 C (f& g)). The levy
limit can exceed the levy ceiling only if the community passes a capital expenditure exclusion, debt exclusion,
or special exclusion.
Net School Spending(NSS) School budget and municipal budget amounts attributable to education, excluding
long-term debt service, student transportation, school lunches and certain other specified school expenditures. A
community's NSS funding must equal or exceed the NSS Requirement established annually by the Department
of Education(DOE) (Education Reform Act of 1993).
New Growth The taxing capacity added by new construction and other increases in the property tax base.New
growth is calculated by multiplying all increases in value which are not the result of revaluation by the tax rate
of the previous fiscal year. For example, FY2003 new growth is determined by multiplying the value on
January 1, 2002 by the FY2002 tax rate. Assessors must submit documentation of new growth to the BLA
annually before setting the tax rate
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Operating Budget A plan of proposed expenditures for personnel, supplies, and other expenses for the coming
fiscal year.
Overlay(Overlay Reserve or Allowance for Abatements and Exemptions)An account established annually
to fund anticipated property tax abatements, exemptions and uncollected taxes in that year. The overlay reserve
is not established by the normal appropriation process,but rather is raised on the tax rate recapitulation sheet.
Override A vote by a community at an election to permanently increase the levy limit. An override vote may
increase the levy limit no higher than the levy ceiling. The override question on the election ballot must state a
purpose for the override and the dollar amount. See underride.
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Override Capacity The difference between a community's levy ceiling and its levy limit. It is the maximum
amount by which a community may override its levy limit.
Personal Property Tax Movable items not permanently affixed to, or part of the real estate. It is assessed
separately from real estate to certain businesses,public utilities, and owners of homes that are not their primary
residences.
Proposition 2 %2.A law which became effective on December 4, 1980. The two main components of the tax
law relating to property taxes are: l )the tax levy cannot exceed 2 %2% of the full and fair cash value, and 2) for
cities and towns at or below the above limit,the tax levy cannot exceed the maximum tax levy allowed for the
prior by more than 21/2 % (except in cases of property added to the tax rolls and for valuation increases of at
least 50% other than as part of a general revaluation).
Purchase Order.A document issued to authorize a vendor or vendors to deliver specified merchandise or
render a specified service for a stated estimated price. Outstanding purchase orders are called encumbrances .
Rating Agencies. This term usually refers to Moody's Investors Service and Standard and Poor's Corporation.
These services are the two major agencies which issue credit ratings on municipal bonds.
Registered Bonds. Bonds registered on the books of the issuer as to ownership; the transfer of ownership must
also be recorded on the books of the issuer. Recent changes in federal tax laws mandate that all municipal bonds
be registered if their tax exempt status is to be retained.
Reserve Fund An amount set aside annually within the budget of a city(not to exceed 3% of the tax levy for
the preceding year) or town(not to exceed 5% of the tax levy for the preceding year)to provide a funding
source for extraordinary or unforeseen expenditures. In a town,the finance committee can authorize transfers
from this fund for "extraordinary or unforeseen" expenditures. Other uses of the fund require budgetary
transfers by town meeting. In a city,transfers from this fund may be voted by the city council upon
recommendation of the mayor.
Revaluation The assessors of each community are responsible for developing a reasonable and realistic
program to achieve the fair cash valuation of property in accordance with constitutional and statutory
requirements. The nature and extent of that program will depend on the assessors' analysis and consideration of
many factors,including, but not limited to, the status of the existing valuation system,the results of an in-depth
sales ratio study, and the accuracy of existing property record information. Every three years, assessors must
submit property values to the DOR for certification. Assessors must also maintain current values in the years
between certifications so that each
taxpayer in the community pays his or her share of the cost of local government in proportion to the value of his
property.
Revenues All monies received by a governmental unit from any source.
Revolving Fund Allows a community to raise revenues from a specific service and use those revenues without
appropriation to support the service. For departmental revolving funds, MGL Ch. 44 § 53E1/2 stipulates that each
fund must be re-authorized each year at annual town meeting or by city council action, and that a limit on the
total amount that may be spent from each fund must be established at that time. The aggregate of all revolving
funds may not exceed ten percent of the amount raised by taxation by the city or town in the most recent fiscal
year, and no more than one percent of the amount raised by taxation may be administered by a single fund.
Wages or salaries for full-time employees may be paid from the revolving fund only if the fund is also charged
for all associated fringe benefits. Revolving funds for other programs as provided by statute are still allowed,
195
and a departmental revolving fund may be implemented in addition to or in conjunction with other existing
statutory revolving funds,provided that the departmental revolving fund does not conflict with provisions of
other revolving funds.
Stabilization Fund A fund designed to accumulate amounts for capital and other future spending purposes,
although it may be appropriated for any lawful purpose. (MGL Ch. 40 § 513). Communities may appropriate
into this fund in any year an amount not to exceed ten percent of the prior year's tax levy or a larger amount
with the approval of the Emergency Finance Board. The aggregate of the stabilization fund shall not exceed ten
percent of the community's equalized value, and any interest shall be added to and become a part of the fund. A
two-thirds vote of town meeting or city council is required to appropriate money from the stabilization fund.
Tax Anticipation Notes.Notes issued in anticipation of taxes, which are retired from taxes collected.
Tax Rate. The amount of tax stated in terms of a unit of the tax base. Prior to a 1978 amendment to the
Massachusetts Constitution, a single tax rate applied to all of the taxable real and personal property in a City or
town. The 1978 amendment allowed the legislature to create three classes of taxable property:
1 )residential real property, 2) open space land, and 3) all other(commercial, industrial, and personal property).
Within limits, cities and towns are given the option of determining the share of the levy to be borne by the .
different classes of property. The share borne by residential real property must be at least 65% of the full rate.
The share of commercial, industrial, and personal property must not exceed 150% of the full rate. Property may
not be classified until the State Department of Revenue has certified that all property has been assessed at its
full value.
Tax Rate Recapitulation Sheet(also Recap Sheet) --A document submitted by a city or town to the DOR in
order to set a property tax rate. The recap sheet shows all estimated revenues and actual appropriations that
affect the property tax rate. The recap sheet should be submitted to the DOR by September 1 (in order to issue
the first-half semiannual property tax bills before October 1) or by December 1 (in order to issue the third
quarterly property tax bills before January 1).
Tax Title. A collection procedure that secures a lien on real property and protects the municipality's right to
payment of overdue property taxes. Without following this procedure,the lien on real property expires if five
years elapse from the January 1 assessment date and the property has been transferred to another owner. If
amounts remain outstanding on the property after issuing a demand for overdue property taxes and after
publishing a notice of tax taking,the collector may take the property for the city or town. After properly
recording the instrument of taking,the collector transfers responsibility for collecting the overdue amounts to
the treasurer.
Underride. A vote by a community to permanently decrease the tax levy limit. As such, it is the exact opposite
of an override.
Unreserved Fund Balance (Surplus Revenue Account). The amount by which cash, accounts receivable, and
other assets exceed liabilities and restricted reserves. It' s akin to a "stockholders' equity" account on a
corporate balance sheet. It is not, however, available for appropriation in full because a portion of the assets
listed as "accounts receivable" may be taxes receivable and uncollected. See free cash.
Valuation (100%). The legal requirement that a community's assessed value on property must be the same as
its market or full and fair cash value.
Warrant. An authorization for an action. For example, a town meeting warrant establishes the matters that may
be acted on by that town meeting. A treasury warrant authorizes the treasurer to pay specific bills. The
196
assessors' warrant authorizes the tax collector to collect taxes in the amount and from the persons listed,
respectively.
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197
TOWN OF NORTH ANDOVER SUMMARY OF REVENUES AND EXPENSES
FY14 FY14
DEPARTMENT Town Mgr
FY13 Budget REQUESTED Recomm'd
REVENUES
TAX LEVY 59,359,036 61,181,444 61,181,444
DEBT EXCLUSION 1,440,342 1,759,395 1,759,395
NEW GROWTH 635,201 600,000 600,000
SUBTOTAL 61,434,579 63,540,840 63,540,840
LOCAL RECEIPTS 8,794,774 8,840,476 8,845,336
CHERRY SHEET 9,435,614 9,435,614 9,435,614
RESERVES AND ONE TIME REVENUE 345,000 95,000 933,000
INTERFUND TRANSFERS 1,525,864 1,542,763 1,542,763
SUBTOTAL 20,101,252 19,913,853 20,756,713
TOTAL REVENUE 81,535,832 83,454,693 84,297,553
II. EXPENSES
TOWN BUDGETS 18,587,792 19,394,774 19,418,455
SCHOOL BUDGET 38,284,841 39,981,881 39,863,136
VOCATIONAL SCHOOL 250,168 259,779 259,779
SHARED EXPENSES
DEBT SERVICE 6,291,673 6,375,190 6,375,190
RETIREMENT ASSESSMENT 3,186,990 3,442,269 ! 3,442,269
WORKERS COMPENSATION 303,702 280,196 , 280,196
UNEMPLOYMENT 200,000 200,000 150,000
GROUP INSURANCE 10,746,804 10,746,804 11,091,614
PAYROLL TAXES 600,000 600,000 600,000
POLICE AND FIRE ACCIDENT INS 90,000 90,000 90,000
LIABILITY INSURANCE 337,154 377,612 377,612
STABILIZATION 225,000 - 625,000
CAPITAL STABILIZATON 25,000 - 213,000
DEFICITS(OVERLAY) 10,394 - -
'SUBTOTAL EXPENSES 79,139,518 81,748,505 ! 82,786,251
Excludes Non Appropriated Expenses(ie.State Assessments &Overlay Provisions)
OVERLAY PROVISIONS 629,707 400,000 400,000
ASSESSMENTS 1,766,607 1,899,448 1,111,302
TOTAL GENERAL FUND EXPENSES 81,535,832 84,047,953 84,297,553
BALANCE AVAILABLE GENERAL FUND (0)' (593,260)' -
ENTERPRISE FUNDS
WATER RECEIPTS 5,119,516 4,891,704 4,891,704
SEWER RECEIPTS 4,873,303 4,729,587 4,729,587
STEVENS ESTATE RECEIPTS 266,928 271,974 271,974
TOTAL RECEIPTS 10,259,748 9,893,265 9,893,265
WATER EXPENSES 5,119,516 4,891,704 4,891,704
SEWER EXPENSES 4,873,303 4,729,587 4,729,587
STEVENS ESTATE EXPENSES 266,928 271,974 271,974
TOTAL EXPENSES 10,259,748 9,893,265 9,893,265
BALANCE AVAILABLE ENTERPRISE FUNDS - - -
198
FY14 FY14
It Department Town Manager
No. FYII Actual FY12 Actual FY13 Actual Requested Reem'd
GENERAL GOVERNMENT
MODERATOR
Salaries 750 250 750 750 750
Expense 50 20 75 75 75
Total Moderator Budget 800 270 825 825 825
SELECTMENT/TOWN MANAGER
Town Manager 129,255 149,451 149,000 153;016 153,016
Admin Assistant 36,908 37,652 37,652 43,245 43,245
Admin Secrertary 41,363 42,190 42,190 38,596 21,052
Selectmen 20,000 21,554 25,500 25,500 25,500
Other Compensation 4,661 1,750 10,321 1,650 1,275
Total Salaries 232,187 252,597 264,663 262,007 244,088
Expense 37,222 42,400 51,280 54,780 54,780
Total Selectmen/Town Manager Budget 269,409 294,997 315,943 316,787 298,868
HUMAN RESOURCES
Salaries 20,617 73,528 74,160 76,014 76,014
Other Compensation 0 0 1,854 0 0
Total Salaries 20,617 73,528 76,014 76,014 76,014
Expense 0 2,862 5,369 5,369 5,369
Total Human Resources Budget 20,617 76,390 81,383 81,383 81,383
ASSISTANT TOWN MANAGER
Salaries 67,800 45,564 45,564 46,703 46,703
Other Compensation 525 413 1,552 413 413
Total Salaries 68,325 45,976 47,116 47,116 47,116
Expense 5,378 1,539 2,440 2,455 2,455
Total Assistant Town Manager Budget 73,703 47,515 49,556 49,571 49,571
TOWN ACCOUNTANT
Town Accountant 87,884 89,642 89,642 91,883 91,883
Assistant Town Accountant 41,200 43,424 42,024 43,075 43,075
Payroll Coordinator 15,833 24,175 37,080 23,827 23,827
Accounts Payable Clerk 35,601 36,329 37,226 37,226 37,226
Other Compensation 1,650 2,275 6,494 17,679 14.275
Total Salaries 182,168 195,845 212,466 213,690 210,286
Expense 21,845 9,659 8,272 10,976 10,976
Total Town Accountant Budget 204,013 205,504 220,738 224,666 221,262
FINANCE COMMITTEE
Expense 406 326 795 795 795
Total Finance Committee 406 326 795 795 795
ASSESSORS
Assessor 72,548 73,999 73,999 75,849 75,849
Assistant Assessors(2) 85,023 86,722 86,722 88,890 88,890
Department Assistant 11,937 14,872 24,891 29,281 29,281
Board of Assessors 10,000 10,000 10,000 10,000 10,000
Other Compensation 5,388 4,917 6,693 5,544 2,775
Total Salaries 184,896 190,509 202,305 209,564 206,795
Expense 98,285 113,117 94,635 108,775 100,375
Total Assessors Budget 283,181 303,627 296,940 318,339 307,170
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FY14 FY14
It Department Town Manager
No. FY11 Actual FY12 Actual FY13 Budget Requested Recm'd
TREASURER COLLECTOR
Treasurer Collector 61,800 63,036 63,036 64,612 64,612
Principal Assistant 38,584 39,371 40,346 40,346 40,346
Department Assistants(2) 69,193 71,234 73,026 74,450 74,450
Other Compensation 1,950 3,100 4,676 3,100 3,100.
Total Salaries 171,527 176,740 181,084 182,508 182,508
Expense 126,548 106,006 116,573 119,575 119,575
Total Treasuer/Collector Budget 298,075 282,746 297,657 302,083 302,083
LEGAL
Expense 165,083 115,134 185,000, 185,000 160,000
Total Legal Budget 165,083 115,134 185,000 185,000 160,000
TOWN CLERK
Town Clerk 67,012 68,336 68,336 70,024 70,024
Assistant Town Clerk 42,291 43,705 43,705 44,798 44,798
Department Assistant(2) 52,701 64,506 68,260 68,757 68,758
Registrars 2,160 2,160 2,160 2,160 2,160
Other Compensation 1,850, 1,850 4,526 2,375 2,375
Total Salaries 166,0141 180,558 186,987 188,114 188,1151
Expense 138699 94,140 147,950 96350 87,330
Total Town Clerk Budget 304,713 274,697 334,937 284,464 275,445
CONSERVATION
Conservation Administrator 55,105 56,207 56,207 59,112 59,112
Department Assistant 17,801 18,164 18,613' 18,613 18,613
Other Compensation 263 263 2,343 731 8,731
Total Salaries 73,169 74,634 77,163 78,456 86,456
Expense 6,981 6,779 8,775 9,515 9,515
Total Conservation Budget 80,150, 81,413 85,938 87,971 95,971
COMMUNITY DEVELOPMENT
Director 90,822 92,638 92,638 94,954 94,954
Administrative Assistant 44,983 45,883 45,883 47,030 47,030
Other Compensation 1,550 1,550 5,013 1,550 1,550
Total Salaries 137,355 140,071 143,534 143,534 143,534
Expense 53,958 57,026 78,665 79,065 79,065
Total Community Development Budget 191,313 197,097 222,199 222,599 222,599
PLANNING
Town Planner 62,830! 64,087 64,087 65,689 65,689
Department Assistant 23,831 30,704 31,916 33,735; 33,735
Other Compensation 0', 0 1,602 525 525
Total Salaries 86,661 94,791 97,605', 99,949 99,949
Expense 10,970 11438 12,600', 14,285 14,285
Total Planning Budget 97,631 107,229 110,205; 114,234 114,234
BOARD OF APPEALS
'Department Assistant 29,694' 31,540 33,128 35,100 35,100.
Total Salaries 29,694 31,540 33,128,', 35,100 35,100
Expense 141 1,210 1,635 1,525 1,525'
Total Budget 29,835 32,750' 34,763 36,625 36,625
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SALARY RESERVE
General Government Salary Reserve 0 0 0 0 29,000
Total Salaries 0 0 0, 0 29,000
TOTAL GENERAL GOVERNMENT 2,018,929 2,019,696 2,236,879 2,225,342 2,195,833
200
FY14 FY14
It Department Town Manager
No. FY11 Actual FY12 Actual FY13 Budget Requested Recm'd
PUBLIC SAFETY
POLICE DEPARTMENT
Chief(1) 124,195 123,269 123,600 126,690 126,690
Lieutenant(2) 176,357 171,691 187,138 202,718 202,718
Sergeants(8) 628,456 639,506 645,327 676,715 676,715
Patrol Officers(29) 1,574,528 1,576,968 1,702,114 1,773,964 1,773,964
Administrative Service Director 67,489 68,838 68,838 70,559 70,559
Community Service Officer 38,473 39,242 39,242 38,501 38,501
Administrative Secretary 38,584 39,371 40,346 40,346 40,346
Department Assistant 35,606 36,329 37,226 37,226 37,226
Communications Officers(9) 331,801 292,513 389,029 386,303 351,303
Holiday Pay 51,372 52,312 62,420 78,049 78,049
Differential(Disptachers) 13,915 13,315 17,308 17,107 17,107
Overtime 195,931 112,687 160,000 97,459 97,459
Holiday Overtime 30,376 29,596 25,000 30,685 30,685
Personal Pay Overtime 16,763 16,008 15,000 19,147 19,147
Vacation Pay Overtime 66,214 74,995 75,000 96,783 96,783
Other Compensation 247,638 288,104 201,128 539,676 318,401
Total Salaries 3,637,698 3,574,742 3,788,717 4,231,926 3,975,652
Expense 538,807 482,708 549,817 693,529 621,688
Total Police Budget 4,176,505 4,057,451 4,338,534 4,925,455 4,597,340
FIRE DEPARTMENT
Chief 101,696 105,068 105,060 107,687 107,687
Deputy Fire Chief 0 0 0 0 0
Lieutenants(9) 577,871 590,737 590,309 609,483 609,483
Firefighters(44) 2,219,512 2,292,640 2,310,817 2,373,989 2,373,989
Administrative Secretary 38,584 39,371 40,346 40,346 40,346
Holiday Pay 171,190 245,428 262,215 264,293 264,293
Overtime 135,573 78,059 64,811 70,293 70,293
Personal Pay Overtime 65,121 57,567 76,840 90,823 90,823
Vacation Pay Overtime 269,818 236,622 240,518 297,239 297,239
EMT Stipend 129,081 136,584 137,894 139,482 139,482
Other Compensation 160,820 183,807 200,811 192,830 182,830
Total Salaries 3,869,265 3,965,883 4,029,622 4,186,465 4,176,465
Expense 316,293 365,814 408,299 445,800 445,800
Total Fire Budget 4,185,558 4,331,697 4,437,921 4,632,265 4,622,265
PUBLIC SAFETY SALARY RESERVE
Public Safety Salary Reserve 0 0 209,471 0 199,019
Total Public Safety Reserve Budget 0 0 209,471 0 199,019
INSPECTIONAL SERVICES
Inspector of Buildings 69,505 70,045 73,731 75,574 75,574
Building Inspector 50,291 . 51,297 51,297 52,579 52,579
Electrical Inspector 36,052 35,589 36,769 37,690 37,690
Plumbing/Gas Inspector 27,487 14,937 19,250 20,808 20,808
Department Assistant , 35,601 34,382 37,170 37,226 37,226
Other Compensation 2,651 1,995 6,821 1295 2,295
Total Salaries 221,587 208,246 225,038 226,172 226,172
Expense 25,529 20,469 27,860 58,860 58,860
Total Building Inspection Budget 247,116 228,714 252,898 285,032 285,032
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FY14 FY14
It Department Town Manager
No. FYII Actual FY12 Actual FY13 Budget Requested Recm'd
PUBLIC SAFETY
POLICE DEPARTMENT
Chief(1) 124,195 123,269 123,600 126,690 126,690
Lieutenant(2) 176,357 171,691 187,138 202,718 202,718.
Sergeants(8) 628,456 639,506 645,327 676,715 676,715
Patrol Officers(29) 1,574,528 1,576,968 1,702,114 1,773,964 1,773,964
Administrative Service Director 67,489 68,838 68,838 70,559 70,559
Community Service Officer 38,473 39,242 39,242 38,501 38,501
Administrative Secretary 38,584 39,371 40,346 40,346 40,346
Department Assistant 35,606 36,329 37,226 37,226 37,226
Communications Officers(9) 331,801 292,513 389,029 386,303 351,303
Holiday Pay 51,372' 52,312 62,420 78,049 78,049
Differential(Disptachers) 13,915 13,315 17,308 17,107 17,107
Overtime 195,931 112,687 160,000 97,459 97,459
Holiday Overtime 30,376 29,596 25,000 30,685 30,685
Personal Pay Overtime 16,763 16,008 15,000 19,147 19,147
Vacation Pay Overtime 66,214 74,995 75,000 96,783 96,783'
Other Compensation 247,638, 288,104 201,128 539,676 318,401
Total Salaries' 3,637,698 3,574,742 3,788,717 4,231,926' 3,975,652
Expense 538,807' 482,708 549,817 693,529 621,688
Total Police Budget 4,176,505 4,057,451 4,338,534! 4,925,455 4,597,340
FIRE DEPARTMENT
Chief 101,696 105,068 105,060 107,687 107,687'
Deputy Fire Chief 0 0 0 0 0
Lieutenants(9) 577,871 590,737 590,309' 609,483 609,483
Firefighters(44) 2,219,512 2,292,640 2,310,817 2,373,989 2,373,989
Administrative Secretary 38,584 39,371 40,346 40,346 40,346
Holiday Pay 171,190 245,428 262,215 264,293 264,293
Overtime 135,573 78,059 64,811, 70,293 70,293
Personal Pay Overtime 65,121' 57,567 76,840 90,823 90,823
Vacation Pay Overtime 269,818' 236,622 240,518 297,239 297,239
EMT Stipend 129,081; 136,584 137,894 139,482 139,482
Other Compensation 160,820 183,807 200.811; 192,830 182,830!
Total Salaries 3,869,265 3,965,883 4,029,622 4,186,465' 4,176,465'
Expense 316,2931 365,814. 408,299 445,800 445,800
Total Fire Budget 4,185,558' 4,331,697 4,437,921 4,632,265 4,622,265!
PUBLIC SAFETY SALARY RESERVE
Public Safety Salary Reserve 01 0 209,471 0 199,019
Total Public Safety Reserve Budget 0 0! 209,471 0 199,019!
INSPECTIONAL SERVICES
:Inspector of Buildings 69,505 70,045 73,731 75,574 75,574
Building Inspector 50,291 51,297 51,297' 52,579 52,579
Electrical Inspector 36,052 35,589 36,769 37,690 37,690'
Plumbing/Gas Inspector 27,487 14,937 19,250 20,808 20,808
Department Assistant 35,601 34,382 37,170', 37,226 37,226
Other Compensation 2,651 1,995 6,821 2,295 2.295
Total Salaries 221,587' 208,246 225,038' 226,172 226,172
Expense 25,5291 20,469 27,860' 58,860 58,860
Total Building Inspection Budget 247,116' 228,714 252,898 285,032 285,032
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FY14 FY14
It Department Town Manager
No. FY11 Actual FY12 Actual FY13 Budget Requested Recm'd
EMERGENCY MANAGEMENT
Director 4,746 5,331 5,331 5,464 5,464
Other Compensation 0 0 133 0 0
Total Salaries 4,746 5,331 5,464 5,464 5,464
Expense 12,500 14,855 16.011 29,951 26,011
Total Emergency Management Budget 17,246 20,186 21,475 35,415 31,475
TOTAL PUBLIC SAFETY 8,626,425 8,638,048 9,260,299 9,878,167 9,735,130
PUBLIC WORKS
ADMINISTRATION
Director 97,850 99,807 99,807 102,302 102,302
Operations Manager(5) 29,179' 41,829 41,829 42,874 42,874
Assistant Operations Manager(5) 34,028 34,985 34,985' 35,860' 35,860
GIS Analyst 6,462 41,757 43,260 0, 0
Town Engineer 80,311' 81,917 81,917 83,965 83,965
Staff Engineer 0' 0 0 44,342' 44,342
Department Assistant 30,275 32,957 35,198 37,343' 37,343:
Administrative Secretary 37,823 39,371 40,346' 40,346 40,346
Other Compensation 1,581' 3,227 10,195' 2,650' 2,650.
,Public Works Salary Reserve 0, 0 0 0, 24.000,
Total Salaries' 317,509 375,848 387,537' 389,682 413,682
Expense 19,449, 22,656 20,360 19,400 19,400
Total Public Works Admin Budget 336,958, 398,505 407,897 409,082 433,082
STREETS AND SIDEWALKS
Senior Foreman(1) 82,962 81,850 47,999 49,589 49,589
HMEO(4) 132,052 130,387 161,216 160,804 160,804
SMEO(3.75) 118,128' 93,987 135,549 155,890 155,890
Laborer/MEO(.25) 18,715 18,280 19,590 9,869 9,869
Overtime 24,622 23,802 22,000' 22,000 22,000
Other Compensation 0 0 0 0 0'
Total Salaries 376,479 348,307 386,354' 398,152 398,152
Expense 345,114' 448,764 395,450; 451050 451050
Total Streets&Sidewalks Budget 721,593 797,071 781,804 850,202 850,202
REFUSE AND RECYCLING
Senior Foremen(.25) 12,415 3,667 11,713 12,440 12,440
:HMEO(1) 37,297 33,778 39,624 40,148 40,148
'SMEO(.25) 0' 0 11,151 11,4361 11,436
Overtime 3,321', 4,817 4,000 5,000 5,000
Other Compensation 0' 0 01 0 0
Total Salaries 53,033 42,262 66,488 69,024' 69,024
Contract Services 571,672 598,309 570,000 585,000, 585,000
Dumping Fees 545,043' 560,000 606,000 615,000! 615,000
Other Expenses 43,822 14,557 26,150 26,150, 26,150'
Total Expense 1,160,537 1,172,866 1,202,150 1,226,150' 1,226,150
Total Refuse&Recycling Budget 1,213,570 1,215,128 1,268,638' 1,295,174' 1,295,174
VEHICLE MAINTENANCE
Working Foreman(1) 43,479 44,004 45,453i 45,452 45,452
Mechanic(1) 40,844 41,962 43,227 43,2261 43,226'
Overtime 495' 3,147 2,000' 2,000' 2,000
Other Compensation 0 0 0 0 0
Total Salaries 84,818 89,114 90,680' 90,678 90,678
Expense 179,583 147,025 185,700 185,700 185,700
Total Vehicle Maintenance Budget 264,401 236,139 276,380 276,378, 276,378
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FY14 FY14
It Department Town Manager
No. FY11 Actual FY12 Actual FY13 Budget Requested Recm'd
STRUCTURES AND GROUNDS
Senior Foreman(.25) 14,633 23,507 12,860 12,255 12,255
Working Foreman 44,076 44,814 46,053 46,050 46,050
Custodian (1) 29,531 31,430 35,485 33,522 33,522
HMEO(1.50) 47,708 49,650 70,487 56,256 56,256
SMEO(.75) 0 10,360 0 29,676 29,676
Laborer/ME0(.25 29,801 26,200 39,030 9,869 9,869
Overtime 8,362 14,010 8,000 8,000 8,000
Other Compensation 0' 17,952 525 525 525
Total Salaries 174,111 217,922 212,440 196,153 196,153
Expense 331396 303,931 321,211 311,200 311.200
Total Structures&Grounds Budget 505,507 521,853 533,651 507,353 507,353
SNOW AND ICE REMOVAL
Overtime 115,500 54,074 95,000 95,000 95,000.
Total Salaries 115,500 54,074 95,000 95,000! 95,000
Repairs and Maintenance 47,507 47,636 40,000 40,000 40,000
Equipment Rental/Lease 602,038 222,491 345,172 345,172 345,172
Vehicle Fuel 56,307 67,444 67,444 67,444: 67,444
Gravel and Sand 20,235' 10,800 15,000 15,000 15,000
Salt 277,149 195,865 182,510 182,510 182,510
Other Charges and Expense 28,452 28,225 7,322 7,322' 7,322
Total Expense L03 L688 571460 657,448 657,448 657.448
Total Snow Removal Budget 1,147,188 626,534 752,448 752,448 752,448
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TOTAL PUBLIC WORKS 4,189,217 3,795,230 4,020,818 4,090,637' 4,114,637
HEALTH&HUMAN SERVICES
HEALTH DEPARTMENT
Public Health Director 65,166! 66,742 66,469 68,131 68,131
Health Inspector 41,005 41,825 33,460 34,297 34,297
Public Nurse 33,439 34,106 45,475 46,613 46,613
Department Assistant 35,601 36,329 37,226 33,371 33,371
Sealer-Weights/Measurers 3,800 3,800 4,055 4,055' 4,055
Other Compensation 6,770 6,830 10,875! 7,090 7,090
Total Salaries 185,781 189,631 197,560 193,557' 193,557
Expense 6,475 5,711 6,285' 6,285 6,285
Total Health Budget 192,256, 195,342 203,845 199,842; 199,842
ELDER SERVICES
Director 60,227 61,495 61,495 63,032 63,032
:Program Manager 37,595 25,774 38,347 35,2174 35,217
Outreach Worker 39,956: 41,202 40,762' 43,034ii 43,034
Administrative Secretary 37,141 37,889 38,844 38,844 38,844
Van Driver 30,665: 32,180 33,624 34,350, 34,350
Other Compensation 3,439', 3,685 7140' 3,100 3,100
Total Salaries 209,023' 202,224 220,212 217,577 217,577,
Expense 32.522 29,850 29157, 30,134! 30,134
Total Elder Services Budget 241,545 232,074 249,369 247,711 247,711
YOUTH AND RECREATION SERVICES
Director 74,915 76,413 76,413 78,323 78,323
Support Service Coordinator 37,080 37,822 37,822 38,768 38,768
Recreation Adventure Coordinator 0 0 0 0 0
Social Prgram Coordinator 35,020 35,720 35,720 36,613 36,613
Program Coordinator 27,647 35,720 35,720 36,613 36,613
Other Compensation 37,481! 31,839 42.717 38,175 38,175'
Total Salaries 212,143 217,514 228,392' 228,492 228,492
Expense 12,821 25,168 28.750 82,161; 73.576
Total Youth&Recreation Budget 224,964 242,682 257,142 310,6531 302,068
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FY14 FY14
It Department Town Manager
No. FY1I Actual FY12 Actual FY13 Budget Requested Recm'd
VETERANS SERVICES
Director 46,642 47,412 47,412 48,597 48,597
Assitant Director 0 0 0 0 21,052
Graves Officer 0 0 450 450 450
Other Compensation 825 825 2,010 825 1,275
Total Salaries 47,467 48,237 49,872 49,872 71,374'
Veterans Benefits 218,807 262,817 310,000 315,000 315,000
All Other Expenses 8,816 10,782' 11,497 1L877 11,877
Total Expense 227,623 273,599 32L497 326,877 326,877
Total Veterans Budget 275,090 321,836' 371,369' 376,749 398,251
SALARY RESERVE
Health and Human Services Salary Reserve 0 0 0 0 14,000
Total Salaries Reserve 0 0 0 0 14,000'
TOTAL HEALTH AND HUMAN SERVICE 933,855 991,934 1,081,725 1,134,955 1,161,872
CULTURE AND RECREATION
STEVENS MEMORIAL LIBRARY
Director 71,070 72,430, 72,430' 74,241 74,241
Assistant Director 51,500' 52,530 52,530, 53,843 53,843
Reference Librarian 69,275 68,676 64,078 64,093 64,093
Head of Reference 40,486 46,067 48,789 48,789 48,789
Head of Circulation 41,529 45,659 48,242 48,789 48,789
Head of Youth Services 47,465 48,419' 48,789 48,789 48,789
Assistant to Youth Services 25,261 25,570 25,896 25,896 25,896
Library Assistant 10,035 32,237 28,871 31,080 31,080
Library Assistant-Technology 21,244 14,742' 18,587 0 0
Adult Library Assistant 31,767; 23,700 23,829 23,829 23,829
CR Library Assistant 60,846 61,114 56,714 59,573 59,573
Senior Custodian 34,332 36,568' 38,501 39,254 39,254
Professional Librarian 0 0 0 20,470 20,470
Other Compensation 31,394 31,682 49,137 45,224 45,724
Salary Reserve 0 0 0 0 11,000
Total Salaries 536,204' 559,394' 576,393 583,870 595,370
Expense 277,317 268,380 275,837 270,805 268,317
Total Library Budget 813,521, 827,774 852,230', 854,675 863,687
TOTAL CULTURE AND RECREATION 813,521' 827,774' 852,230 854,675 863,687
SUPPORT SERVICES
AUDITING
Expense 55,500 55,500 57,000, 58,000 58,
Total Budget 55,500: 55,500: 57,000 58,000 58,000
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PURCHASING
Purchasing Director 16,154' 45,563 45,564' 46,703 46,703
Other Compensation 0 413, 1,552, 413 413;
Total Salaries 16,154' 45,976 47,116: 47,116 47,116
Expense 1,002' 2515' 1,901' 1,875 1,875
Total Purchasing Budget 17,156 48,491' 49,017 48,991 48,991
INFORMATION TECHNOLOGY
IT Director Town 84,923 86,695' 86,695 88,862 88,862
Network Engineer 38,316! 0. 60,000 59,740, 59,740
IT Director School 42,340 5,765 40,000 92,250 92,250
IT Support(5) 214,166 259,454 259,848 263,945 263,945'
Other Compensation 0' 525 10,689 1,050 1,050
Total Salaries' 379,745 352,439 457,232 505,847 505,847
Expense 400,895 557,073 475354 492,910 492,410'
Total Information Technology Budget 780,640 909,512 932,586! 998,757 998,257
205
FY14 FY14
It Department Town Manager
No. FY11 Actual FY12 Actual FY13 Budget Requested Recm'd
FACILITY MANAGER
Facilities Manager 0 71,923 87,550 85,000' 85,000
Maintenance Facilities Manager 0 0 0 68,546 68,546
Other Compensation 0 0 2,189 20.000, 20.000
Total Salaries 0 71,923 89,739 173,546 173,546
Expense 0 3,015 7,500' 57.500 57.500
Total Facilities Budget 0 74,938 97,239 231,046 231,046
SALARY RESERVE
Support Services Salary Reserve 0 0 0 0' 11,000
Total Salaries Reserve 0 0 0 0. 11,000
TOTAL SUPPORT SERVICES 853,296', 1,088,441 1,135,841 1,336,794 1,347,294
SHARED COST-NON DEPARTMENTS
DEBT SERVICE
Long Term Principal-Excluded 2,529,856 2,564,856 1,399,856 1,434,856; 1,434,856
Long Term Interest-Excluded 648,744 540,924 440,710 393,466 393,466
Long Term Principal-Non Excluded 3,044,825 3,430,267 3,814,474 3,992,712 3,992,712
Long Tenn Interest-Non Excluded 689,234 706,493 636,633 554,157 554,157
Total Debt Budget 6,912,659 7,242,540 6,291,673 6,375,190' 6,375,190
UNCLASSIFIED-SHARED COST
Workers Comp 228,601 246,990 303,702' 280,196 280,196
Unemployment Compensation 167,691 111,669 200,000 150,000' 150,000,
Payroll Taxes 560,242 583,153 600,000 600,000, 600,000
Police and Fire Accident Insurance 62,588 113,202 90,000 90,000' 90,000
Total Unclassified-Shared Cost 1,019,122 1,055,014 1,193,702 1,120,196 1,120,196
RETIREMENT
Health Insurance 2,803,785 3,002,374 3,186,990 3,442,269 3,442,269
Total Retirement 2,803,785' 3,002,374 3,186,990 3,442,269 3,442,269
HEALTH INSURANCE
Health Insurance 8,396,967 10,045,567 10,746,804 10,746,804:
Total Health Insurance 8,396,967 10,045,567 10,746,804 10,746,804 11,091,614
LIABILITY INSURANCE
Liability Insurance 276,258 271,059 337,154 377,612' 377,612
Total Liabilbity Insurance 276,258 271,059 337,154 377,612 377,612
CAPITAL AND RESEVES
Transfer to Stabilization 373,1671 0` 225,000 0 625,000
Transfer to Capital Stabilization 0 0 25,000 0' 213,000
Deficits(Overlay) 0 32,415 0 0 0
Deficits(Snow and Ice) 0 0 0 0 0
Deficits(Stevens Estate) 5,000 0 0' 0 0
Total Capital and Reserves 378,167 32,415 250,000 0 838,000
TOTAL SHARED-NON DEPARTMENTAI 19,786,958 21,648,969 22,006,323 22,062,071' 23,244,881
EDUCATION
N A Public School 36,970,605' 36,981,430 38,283,941 39,981,881' 39,863,136
N A School Building Committee 575 898 900 0, 0
Regional Vocational Tech School Assessment 362,500 243,954 250,168 259,779: 259,779
Total Education 37,333,680 37,226,282 38,535,009 40,241,660 40,122,915
TOTAL EDUCATION 37,333,680 37,226,282 38,535,009 40,241,660 40,122,915
*TOTAL GENERAL FUND BUDGET 74,555,881 76,236,373 79,129,124 81,824,301 82,786,251
*Excludes Non Appropriated Expenses(ie.State Assessments&Overlay Provisions)
Total FY14 Town Budget including State Assessments$1,111,302 and Overlay Provisions$400,000=$83,459,553
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FY14 FYI
It Department Town Manager
No. FYII Actual FY12 Actual FY13 Budget Requested Recm'd
STATE ASSESSMENTS(Cherry Sheet)'
Special Education 4;556 0 0 0 0
Mosquito Control 85,167 85,849, 901126 90 159 90;159
Ret eedTeacher§:Health Insurance 1,632;652 1,405,517 1,316 435 1,:449,276 661,130
Air.Pollution Control 8,470 8,484 8 849:. 8,819 81819
Regional Transit 174,085 172;662 184,305 184 305 184,305
RMV Non Reriewal Surcharge .20,640 19,800 19,800. J9,800. .19,800
Scliool Choice'.. 59;036 22;302. 201000 22 3.02 22;302
Charter School Assessment 69,430 49,810. 39 861 . '49 937 49937
Essex County Agricultural Assessment : , 61448 49,087 .74 850 . 74 850 74,850
Total State Assessments : 2,115,484 1,813;511 1,754,226 189944$,- 1,111,302
OVERLAY PROVISiONS
6verlay. 13 16 3.84 459,973 . 450 000 400 000 400,000
Total Overlay Provisions.;: 316,384 .459,973. 450;000 ..: 400,000 : 400;000
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FY14 FY14
It Department Town Manager
No. FY11 Actual FY12 Actual FY13 Budget Requested Recm'd
ENTERPRISE FUNDS
WATER ENTERPRISE FUND
Administrative Secretary 36,767 28,132 34,291 35,212 35,212
Asst Operations Manager 17,028 24,893 34,985 35,860 35,860
Asst WTP Superintendent 0 38,449 49,500 50,738 50,738
Foreman 23,846 17,918 34,465, 12,270 12,270
Head Meter Reader 41,937 42,103 43,827 34,537 34,537
HMEO 0 3,650 9,906 0 0
Laborer 24,531 26,678 59,220 59,216 59,216
Lab Director 0 0 0 45,500' 45,500
Mechanic 6,462 12,073 0 53,658 53,658
Meter Reader 37,199 37,939 38,880 82,330 82,330
O/M Chief 32,184 30,649 31,234 46,849 46,849
Operations Manger 22,870 20,914 20,914 21,437 21,437
Senior Foreman 0 14,915 12,860 0 0
Senior Water Analyst 38,110 22,445 50,000 0: 0
SMEO 21,406 20,614, 51,865 51,865'
WTP Operator 179,040 183,112' 167,973 224,254, 224,254
WTP Superintendent 95,052 87,471 40,959 62,974' 62,974'
Overtime 37,001 43,005 50,000 50,000 50,000
Other Compensation 3,713 4,338 8,754 1,344; 1,344
Total Salaries 617,146 659,299 718,903 868,044 868,044
Expense 4,592,487 4,254,734 4,400,613 4,023,660 4,023,660'
Total Water Enterprise Budget 5,209,633 4,914,033 5,119,516 4,891,704 4,891,704
SEWER ENTERPRISE FUND
Administrative Secretary 36,767 28,131 34,291 35,212 35,212
Asst Operations Manager 17,019 10,092 16,500 0 0
Asst WTP Superintendent 0 8,586 0 16,913 16,913
Foreman 20,427 0 11,488 11,512 11,512
HMEO 9,416 5,574 213,819 9,376 9,376
Laborer 9,412 5,559 0 0 0
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Mechanic 198,544 201,459, 0 160,976', 160,976'
O/M Chief 27,593 30,649 31,234 15,616, 15,616
Operations Manger 28,916 0 20,914 21,437 21,437
Senior Foreman 41,532 54,422', 12,860 12,270 12,270
SMEO 36,583 22,871 31,135 10,403' 10,403
WTP Operator 59,939 61,812 55,991 0; 0
WTP Superintendent 53,725 46,458 40,959 20,991
Overtime 34,485 28,147 35,000 35,000 35,000
Other Compensation 1,525 1,266 5,541 1,082 1,082
Total Salaries 575,883 505,025' 509,732 350,7881, 350,788
Expense 4,238,493 3,983,499, 4,363,571 4,378,799! 4,378,799
Total Sewer Enterprise Budget 4,814,376 4,488,524 4,873,303 4,729,587, 4,729,587
STEVENS ESTATE
Director 47,895 45,676 50,000 46,125] 46,125
Other Compensation 44,787 37,229, 50,000, 50,000: 50,000
Total Salaries 92,682' 82,906, 100,000 96,125'; 96,125_
Expense 186,925 172,118 166,928 175,849', 175,849
Total Stevens Estate Budget 279,607 255,024, 266,928 271,974' 271,974
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TOTAL ENTERPRISE FUNDS 10,303,615 9,657,580 10,259,748 9,893,265 9,893,265
*TOTAL ALL FUNDS 84,859,496 85,893,953' 89,388,872 91,717,566 92,679,516
Excludes Non Appropriated Expenses(ie.State Assessments &Overlay Provisions)
208
Capital Project Status Report
February 25, 2013
Stevens Estate Masonry Repairs—Patriot Restoration worked on the building for several
weeks but suspended operations in late December due to cold weather conditions. Work will
resume in late winter/early spring and the company expects to complete the project by mid-April.
Stevens Estate Windows Replacement—Contract was awarded to Vareika Construction.
Company is working on a sample window to be presented for approval by architect and Board of
Trustees. Work is expected to take place in Spring 2013.
Raleigh Tavern Lane Water Main Replacement—project is underway and approximately
95%complete. This project was mostly completed by the end of calendar year 2012, with the
exception of surface restoration and paving, which will be completed in spring 2013.
Sutton Street Sewer Line—the design of this project is 95% complete. Funding is already
appropriated for this project with bids to be solicited in the winter and construction scheduled for
spring 2013.
School Street and Bunker Hill Street Sewer Line—the design of this project is 75% complete.
The intent is to put the project out to bid in early 2013, complete pipeline installation in 2013,
with final paving in 2014.
School Department Administration Building—An initial planning meeting was held with all
concerned parties and a tour of the existing facility was conducted. Programming needs
assessment currently underway. Questionnaires have been distributed to Central Office staff to
help ascertain space needs, and interviews have been conducted with key personnel. Architect is
preparing alternative design options based on space needs and projected construction budget.
Kittredge School Gym—The School Building Committee instructed Peterman Architects to
prepare a design for a location that will attach the structure to the modular classrooms. This is the
option with the lowest estimated cost, and the one Peterman believes gives the best chance of
staying within budget. Peterman has completed the initial design with estimates. The School
Building Committee is working through the specifics of the initial design to proceed with a
project that remains within the established budget. The next meeting is scheduled for March 11,
2013 at which time construction design and estimates will be reviewed, and further changes
made if necessary to stay within budget. The final approved project will be presented at Town
Meeting for approval.
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Job PostingNacancy Log
February 21, 2013
Date Posted Position Department Hiring Status
Manager
8/27/12 3 Reserve Fire Fire Chief List Established.
Fighters Melnikas
10/11/12 Reserve Police Police Chief Pre-employment physicals are scheduled for the first
Officer Gallagher week of March.
Conditional offers of employment made to Michael
Hennessy,Fredy Almanzar-Thomas, Matthew
Zahoruiko, Prasanthi Prasad, Kara Caffrey.
State civil service representative approved the hiring
of two additional reserve police officers for a total of
5 from current list. Interviews to be conducted on
February 1. Applicants signed list, applications
disseminated and back ground checks are pending.
Pending Civil Service List, Certification List
received Notification letters sent, candidates must
sign by December 12, 2012.
2/21/2013 3:34 PM
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